Jake Del Toro

$ICU If CEO, @SchlorffEric, and CFO David Green are publicly criticizing the marketcap of @SeaStarMedical for being undervalued at ~$15m (now under $14m)... Should these execs be buying shares with their generous (Schlorff, 2023, $420k) annual salary?

@yomommasay @liquidgraph Bro plagiarized a youtube video and thought he did something😂 what a clown

@liquidgraph Well, guess we'll find out... bet you understand the science so well

The Numbers: They’ve got $21M in cash—basically nothing. Meanwhile, their payables (what they owe vendors) might as well be debt for a company this size. No revenue. No inventory. No receivables. Just vibes and hope.

@Pharmdca Don’t forget about $SLS sir

Biotech catalyst list 1st half of 2025 Not a recommendation or an advice for buy or sell. First and foremost, JP Morgan updates from most of biotech companies like $SRPT $IOVA $TMDX $BPMC $ENSC Q1 interim results for PF614-MPAR. Very high risk reward. Very low market cap and very low float. Recent Perceptive and RA Capital added 20% position $DRUG PH2 readout for Epilepsy, $PRAX Q12025 for tremors $SRRK Phase 2 EMBRAZE trial for selective myostatin inhibitor antibody, to safely preserve lean muscle mass in individuals on GLP-1 receptor agonist (GLP-1 RA) therapy for obesity Q2 2025 $VKTX VK2735 PH2 oral data for Obesity around mid 2025. DACRA data updates for Obesity maybe mid 2025 $CRVS JPM25 updates on pipeline, expected discussion of ALPS Ph2 study. Ph 1 atopic dermatitis Cohort 2, 3 + 4 (likely first update end of February, others through April/May, - Ph 2 ALPS study is only 8 patients and 90 days date from baseline, update potential 2Q25 - Ciforadenant Ph2 RCC data (anytime). Follow @HOThomasWPhelps for tons of updates on CRVS $SLDB I really like this into Q1 data updates. Because it trades now under cash, negative EV, so risk reward much better than if stock is trading at much higher valuation vs current cash. Company presenting safety, expression and biomarker data from the first three patients for DMD in early Q1. $MREO Setrusumab updates for osteogenesis imperfecta . 2025 should be an important year for this small cap biotech as we getting very close to interim updates. Two interim analysis + Final analysis 1st interim analysis could hit early Q1 and later followed by 2nd interim analysis (likely mid 2025) and final analysis likely end 2025. I like Setrusumab odds for good readouts vs Alvelestat and Setrusumab TAM alone is $1 Billion plus. Company is undervalued alone on Setrusumab potential. $AXSM I love this company long term. Topline results of FOCUS Phase 3 trial of solriamfetol in ADHD anticipated 1Q 2025 Topline results of PARADIGM Phase 3 trial of solriamfetol in MDD anticipated 1Q 2025 $LRMR Initial data from 50mg dose in long term OLE study for Friedreich’s ataxia mid 2025 $LLY PH3 data for Orforglipron for Obesity Mid 2025 $TARA updated 12 month readout for Bladder cancer (NMIBC) mid 2025 $ETNB Phase 3 trial data evaluating the efficacy, safety and tolerability of pegozafermin in Severe Hypertriglyceridemia mid 2025 Ongoing PH3 for MASH- Not sure when data will be out? $AKRO Phase 2b SYMMETRY study evaluating the efficacy and safety of EFX in patients with compensated cirrhosis (F4) due to MASH in Feb 2025

@Banana3Stocks $SLS

$ALGS Still going to 47, might be delayed a touch Not financial advice!

$SLS @Pharmdca

Bought $SLS stock

@Pharmdca $SLS

What’s the most undervalued biotech company based on pipeline advancement and current valuation heading into 2025??

$SLS and it’s not even close

@dallascowboys y’all need to fuckin bench #CooperRush He is bad. Like really bad. Unless you want a better draft pick, then leave him in. But his trash play is killing the team demeanor. Look at Ceedee and Micah’s expressions… Everyone is sick of the mediocrity. Do better.

@dallascowboys Let’s be honest. Cooper Rush is just a loser and Mike McCarthy’s play calling is lacking. Look at the drives where CeeDee has 2/3+ catches, and see how many of those end in TD’s. Throw to Ceedee. Opens up the run for Dowdle. Opens up other receivers. Fucking embarrassing.

@ManelEsteller @ASH_hematology Can you find abstract 2877 and share a pic of it for me? I’d like to read it🙌 Thanks brotha!

One of my favorite activities at @ASH_hematology #ASH24, strolling through the posters!

@ASH_hematology Can you please share a picture of the SLS009 poster presentation? Abstract #2877 Thanks🤘 #ASH2024

Can someone post the $SLS SLS009 poster?? Abstract 2877! Thanks! @SellasLife #ASH24

@wintarmoon @Biotenic You definitely should do what you think is best👍

@JakeDelToro Not gonna lie. @Biotenic makes some good points. I think i invested to much for a gamble. Gonna sell some tomorrow.

$SLS If anyone opens up a short/put position, please share a screenshot! Would love to see it :)

$SLS clinicaltrials.gov/study/NCT01266…

@GravityAnalyti1 @A_May_MD Welcome and encouraged.

If you believed your own opinion you wouldn't care what other people think on $SLS. More likely, in fact, you would encourage shorting since it will inevitably make the stock move more for you if you are right. Plus, it would lower the stock price allowing you to buy more. You aren't honest. You are trying to portray confidence you don't have.

Show us your short positions on these😂

@plainyogurt21 @Biotenic I'm just a mere studier of fundamental and technical analysis. Chart has been clear as day if you've looked long enough. Unfortunately, I'm not a keyboard doctor. Seems to me that different trial could mean different outcome. $21m enough for IA? Yes. I'll take my chances. BOL.

@JakeDelToro @Biotenic The thesis would be lack of proof of concept data validating the mechanism of action. Plus prior trials of the same drug have failed indicating future trials are likely to fail. The lack of cash indicates high downside risk. What would be your evidence that the drug will work?

$SLS will fail because it's a therapeutic cancer vaccine for AML with a bull case that revolves around pooled survival increases and no adequately controlled monotherapy data for a drug that's been in the clinic for about 15 years.

@plainyogurt21 @Biotenic Well thought out thesis and diligence? "Simple trial design and they have almost no money" "Therapeutic cancer vaccines haven't worked" "I see parallels to GLYC in the setup, data, types of people" "A WT1 has already failed" Still waiting for the thought out thesis/diligence

@JakeDelToro @Biotenic Do you have an answer to the well thought out thesis and diligence?

@Biotenic Feel free to share that short/put position when you have one.

I see many parallels to GLYC in the setup, the data, the types of people you run into when you discuss the stock, the things they say. It's all things I've seen before and they don't work

@A_May_MD @Biotenic Pretty clear to see that market makers and HFs disagree with his analysis. But i’ll wait for him to share some of those hallowed notes on why he believes that. Him posting a list like that is no more valuable than a “permabull” posting.

@JakeDelToro @Biotenic Then engage with him in a useful way if you want him to do free diligence for you. Nobody is stopping you from trying to be productive.