Edib Yilmaz

Bam again! 🚨 $BBIO reports positive Ph3 results for encaleret in ADH1: all primary & key secondary endpoints met. • 76% hit Ca targets vs 4% on standard care (p<0.0001) • 91% normalized PTH (p<0.0001) • Well-tolerated • NDA filing planned H1 '26 Stock sports another 8% 🚀

@Tim_Sweeney_TAR Your strategy, as you’ve explained in detail, is simply brilliant. Yes, goals might differ so others might bet on an explosive run to hit big but those of us who’ve been here long enough can never look down on reducing costs for when that doesn’t happen as quickly as they hope.

@MustafaEdib That's correct...I just have different goals. Lol I did buy the stock. So I helped that goal. People who are actually saying I should just buy the stock, don't have my same goals, and I would argue they care too much about my net worth lol

$bmnr Ok.. to answer people here rather than in DMs and provide clarity on my goals. YOURS CAN BE DIFFERENT. I don't care if bmnr jumps to 70 in a few days...i doubt it will but I don't care... if my shares get called away in 10 days (I hope they do), I'm getting a 438% annual return. I don't want to get into this in detail but here's a simple explanation: Let's apply a little efficient market game theory generally. If I buy it at 53 and sell 54 calls on it..i have 3 outcomes 1. Stock drops and I have some downside protection... and for longer term I have a lower entry point... GOOD RESULT 2. Stock drifts sideways....I have huge returns... GREAT RESULT 3. Stock jumps up... I have 200% (to 438% if stock gets assigned in 10 days) annual yield.. GREAT RESULT NOW let's see what happens the other way just buying the stock 1. Stock declines...TERRIBLE RESULT 2. Stock drifts sideways... BAD RESULT 3. Stock jumps up... REALLY GREAT RESULT This decision tree is reinforced because Tom Lee and Bitmine and others are buying which effectively raises the floor on etherium price as it drops, but doesn't prevent it from dropping quite a bit. I'm using the stock simply to capture the huge returns. When you're trying to build wealth, you can take big risks. One you become rich on one stock....don't go broke on another stock. A lesson learned by many in 2000. It's called Wealth Management not Wealth Building. In gambling terms, if you always double down you'll be broke eventually. But I did buy the stock so that helps all holders lol

🚨 BridgeBio $BBIO reports positive Phase 3 FORTIFY results for BBP-418 in LGMD2I/R9: all endpoints met ✅ • +1.8x αDG at 3 & 12 mo (p<0.0001) • ↓82% CK (p<0.0001) • Improved mobility & lung function • Well-tolerated • NDA filing planned H1 2026. Stock soars %15 AM 🚀

@atticusanalysis @semodough Based on its earlier move from ~ $36 mln in Q1 to $72 mln in Q2, I‘d expect over $100 mln easy. If $BBIO can‘t beat the consensus for Q3 Attruby revenue of $97 mln, I‘d definitely consider selling my shares. Plus two likely positive Ph3 read-outs expected any day now. Bullish!

@semodough They should blow this out of the water. $97 is roughly in line with what you would expect with zero q/q script rate growth.

$BBIO looks to be doing just fine in latest 3Q25 Quarterly ATTR-CM Survey by LR $PFE $ALNY

@Aktiediplomaten Thanks for sharing that. Best of luck 🤞

@MustafaEdib Holding and increasing

Diploeffekten avtar i $BBIO. Visste inte att jag hade paperhands till följare 🥲

@atticusanalysis Same here. About Alnylam, I didn‘t expect them to do this well with a drug twice as expensive as Attruby.

@MustafaEdib Both . I started at $34 and have been adding all the way up. Not sure if today should be seen as good or bad news honestly.

$BBIO Gang, how much is too much? Is a third of the portfolio getting too big?

@doepke_michel How do you interpret Amvuttra performance against an otherwise very successful Attruby launch?

$ALNY strong quarter, guidance raised. $BBIO $PFE investors.alnylam.com/press-release?…

@JKeynesAlpha If you had to pick just one, which would it be?

$GTLB $NBIS $MDB $TEM $ESTC 👀 this is what my AI leaders portfolio is all about

@atticusanalysis @CorleoneDon77 Didn‘t get that either. 6-handle makes no sense.

@CorleoneDon77 $BBIO I don't understand how anyone is running the numbers and coming up with a 6-handle figure. They got 1700 scripts in Q1 and they are probably getting 105+ scripts per week in Q2. At 80% conversion rates and a 30% gross to net discount, that's nearly $80 million.

$BBIO Attached is a Mizuho analyst note regarding BBIO issued today entitled: "Attruby 2Q25 US Revenue Math Sets Bogey in the 6- to Low 7-Handle Range ==> Calc Below"

@atticusanalysis It is, potentially, a massive understatement by the company then. Will look deeper into this. Thanks for the share!

@MustafaEdib Among black Americans alone, something like 1.4 million are carriers. Not all will eligible for prevention, but many will. mm713.org/hereditary-ttr…

$BBIO Everyone is setting price targets based on peak sales for Attruby. But what will peak sales look like once "ACT EARLY" shows it works for preventative care? Peak sales +200% at least. 750k additional potential patients in USA alone.

@atticusanalysis Thanks! Bridge’s website says +500K people suffer from this condition globally. They’re symptomatic. Attruby is for them. The additional ~50K people, also globally, are asymptomatic carriers of the defect gene whose potential illness could be prevented if Acoramidis proves potent

@MustafaEdib As far as I understand it, 50k is the number of people who have the disease globally. The number of people who are carriers of the gene is much higher.

@ZaStocks Yeah I know those dialogues aren’t helpful at all. To get why they say what they do though, that is a good question to ask yourself. Maybe they got wiped out after the dotcom bubble so they play it safe now and everyone who’s made any meaningful money in stocks just got “lucky”.

@MustafaEdib I just brush it off typically because I don’t want to get into a back and forth with people over it, not worth the time.

It’s funny how often people call success in trading or investing just luck. When people discuss stocks or investing in my personal life I’m not one to mention success, but even saying “I’m doing well” often provokes the “stocks are just luck anyways” response. I try to give some grace to people like this because from a distance that assumption might seem reasonable. For someone who doesn’t engage with financial markets regularly, success can appear random. But the reality is far more nuanced. True sustainable success is the result of a process. Robust preparation, research, decision making, rules, and the ability to manage both downside risk and one’s own behavioral impulses under pressure are not just luck. Yes, luck obviously exists in markets. It can impact individual trades and short term outcomes. But over time, luck is not how traders can survive for many years. Attributing success solely to luck minimizes the depth of work required to consistently navigate the uncertainty of markets. It also overlooks the key differentiator between those who merely participate in markets and those who compound capital over time: discipline. If success really was just about being lucky, there would be a lot more people doing it well. Reality is there isn’t.

@Brian_Stoffel_ The speed at which “information” travels is just crazy, and of course with it comes this potentially monumental risk of misinterpreting something that would be just obvious in hindsight even only a few hours later. LT investing has never been more relevant.

I guess they really were just going to lunch 🤷‍♂️😂

@bjmtweets How does this translate into how you manage your portfolio? Still all in $LMND or are you diverting some of it into cash or elsewhere?

@bjmtweets That recent downgrade from Morgan Stanley is probably still the culprit here. It’d likely bounce back and recoup all its losses on a better day though.