Teldar Paper
1.3K posts

Teldar Paper
@Paperboy2009
The two most common elements in the universe are hydrogen, and stupidity
NYC Beigetreten Mart 2009
1K Folgt238 Follower

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@HulkCapitalPro Mkt not pumping like it should with these comments. Ppl not believing his BS as much as before
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@pinkfloyd When will see THE WALL getting a similar release??
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@A_May_MD $ABVX is using the threat of a post-data raise as leverage to get a deal beforehand. They have cash into next year. They would need to raise but truly no need to bring it up this early unless they were trying to spur a deal
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$ABVX degen traders dumping the stock on a CNBC article saying exactly what I’ve been saying since the trial hit back in July, and what was already blatantly obvious from the earnings release yesterday. WAITING FOR MAINTENANCE DATA is the ideal negotiating leverage.
Read the quote below from the CEO. It could not be more obvious to me that this is the correct strategy.
Catalyst wait times don’t get a lot shorter than 3 months in biotech, btw. CHILL.
cnbc.com/2026/03/24/abi…

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@Biomaven Understood, but they have 62MM on the old, and $200 fresh...get busy!
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So pretty clear that $TGTX will be dramatically increasing their share repurchases. They just borrowed $500m net (with option for another $250m) at very favorable terms. They are already cash flow positive, and they just increased the amount they can repurchase from $100m to $300m. So far they have only repurchased some $38m at a price under $29. Leveraging up like this absolutely makes sense given they can confidently predict sales and cashflow steadily increasing for several years to come. At some point ever-increasing EPS will drive their stock price higher, and this extra leverage will amplify that process.
Companies with an ATM program tend to cap their stock price - any pop and they sell shares. By contrast companies with an active repurchase program provide a floor for the stock price - they will generally buy on any weakness.
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@adamfeuerstein Some people really suck and shouldn't throw their misery on others
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@danprimack Hop-on / hop-off bus tours are a great way to see / get around the city while learning about the history
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@HulkCapitalPro If you didnt see it, they upped the buyback by anoither $200MM, through financing with Blue Owl
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@LogicalThesis Great rib cap, aka-best part of the whole side of beef
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@BDC_Analyst I suspect a miracle cure will be coming for all of the $LQDA LT holders afflicted shortly.
(disclosure: I've been saying this for months)
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$LQDA - Sad to announce that I have been diagnosed with a severe case of LDS. Liquidia Derangement Syndrome. Unfortunately, the doctors have told me it's terminal.
If you are a fellow LQDA shareholder, please get a check up asap, you're at an elevated risk if you've been holding it for over a year.
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@3PeaksTrading I don't know what else they can do to get the mojo back into the stock. They're certainly outperforming, and not being rewarded for it $NVDA
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Boost the tiny dividend and maybe a special divy would be cool
*Walter Bloomberg@DeItaone
$NVDA - NVIDIA: PLANNING TO USE 50% OF FREE CASH FOR INVESTOR RETURNS
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@Mr_Derivatives G-d forbid they work on getting rid of the spam / bots. That would certainly be worthy of a tease like that
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@unemon1 👀
He would certainly know what’s coming down the pike…
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@HulkCapitalPro The will probably raise some cash soon. Current cash through Q1 2027 $CTMX
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@princetongb @hannibalspeaks This process has been leaking more than a sieve. Lock things down and bring it across the finish line already! $ABVX
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My interpretation from the $ABVX LaLettre is that they have details wrong -> all interested parties have exclusive access to the data room. My guess is that $AZN went for a follow-up visit reserving the calendar date, as may have others on different dates. There is likely a French iBanker staffer responsible for the leaks with a connection to the publication.
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@Paperboy2009 @semodough Why is there such high volume on that ? Weird .
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$TGTX not that anyone cares today- but believe anecdotal nuggets out there on Azer-cel is performing very well - heard from last call enrollment exceeding trial sites - now even better details - would be game changer for PPMS which affects 10-15 %of MS patients
dough@semodough
$TGTX nice to hear these 2 updates here Present preliminary Phase 1 azer-cel data in Progressive MS in the second half of 2026 ENROLLMENT is exceeding trial sites 👍 •Announce pivotal topline data for subcutaneous BRIUMVI (ublituximab) year-end SUBq could double peak estimates for $THTX
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