BiotechXRcapital

$REPL @DrMakaryFDA 88 U.S. adults will have passed today and each day. "Blind Spots: When Medicine Gets It Right? Safety/toxicity to benefits? Safety/toxicity to Lifileucel? $IOVA

The short 4-month leash on the credit extension to avoid the 12m going concern is the most telling sign I'm guessing deal gets done between $2.50+. Moreover, employees don't feel burned. $SNBR $PRPL $COST $SGI

Somnigroup's Q4 2025 Earnings (February 2026) During Somnigroup's Q4 2025 earnings call, management noted that Purple grew share at Mattress Firm, a sign the expanded partnership is gaining traction even as the broader US bedding industry faced pressure. $PRPL $SNBR $SGI

$Gogo Why director Charlie purchased $2.54m (largest when combined 11/19/25 purchase $7.03) The spectrum buy-sell GOAT- dialed absolute exclusivity nationwide 800899Mhz, FCC revalued bandwidth, and Sprint all in Grain spectrum takeout w/exchange locks floor value $ATEX $AMZN

@InvestSpecial @wallstreetbets @11 3/ $GOGO 5G live, HDX/FDX upgrades/equip sales leading indicator. May 2025 mandatory network upgrade, margins & ARPU at cycle low. Multi-year operating leverage boost. Starlink at a competitive disadvantage with install/upgrade cost, limited services, and overtaxed consumer sat

@InvestSpecial @wallstreetbets 2/ $GOGO PE owner GTCR had to sell 8.5m last May @11 guessing due to Harvard cash needs/ pe rebal. The 23m shares left-cost of $6, after conversion in 5/2022. Active assist player refi/better terms/post 1 year w/improved credit ratios...GOGO Monday update ir.gogoair.com/news-and-event…

1/ $GOGO HF loved stock @$13 in 24, link below. Now @$4.50 and only additional positives to that write up and negatives gone; 3 major s/t catalysts start Friday, 2 major l/t catalysts, why insiders loaded up before blackout? lvsadvisory.com/wp-content/upl… @InvestSpecial @wallstreetbets

$GOGO Friday 1stSatcom guide synergy, new refi, improved ratios. Analysts extrapolated NetJet fears same time FMR dumped 10m shares over 5wks. Spirit Aeronautics & all subs bragging-"pent up demand", HDX same perf as Elon but large cost dif, sales, margins, FCF inflect. 5G live

$GPCR $VKTX No presentation or fireside chat Monday at Jefferies London Healthcare Conference-data coming sooner I'm betting

$URGN Broadest label possible. No PMR of RCT. +$75m nondilutive cash inflow based on news. Best case scenario.

Pazdur said, "When considering a CR letter, the OCE takes a patient-centric approach. Means possibly different rulings under different circumstances. If we really believe there are no other therapeutic alternatives, then there will be obviously some degree of flexibility" $URGN

$urgn +$75m cash inflow if approved. Read Marty Makary's Frailty as a predictor of surgical outcomes, RCT is still supportive. Pazdur said going forward, new bar in LRNMIBC when first therapy. Prior approvals nonrare indolent diseases, nonRCT. 9th inning-FDA- only recurrent #'s

$AXSM No mysteries. How mgmt determined FDA action this month. FDA’s new process pre approval PMR’s 6 weeks before action (link) and FDA’s label discussion 3 weeks prior (FDA’s 3 week update to mgmt last August) Guess-Monday update! See proxy insiders own 26%- stock means little

$AXSM … Looks highly likely. diaglobal.org/productfiles/2…

$itci 16k calls $1@ $40X. Why, KOLs Luma bipolar adjuct trial has a success rate ranging in 60%-75% range vs street 25% pricing..based on Latuda profile-success, identical behavior in adjunct/mono along with ITCI bipolar efficacy study unveiled last year. Due out anyday longs!

$itci Most effective results seen date in both BP and BP Depression, at conference. Read thru with coming global 402 BPD results. Study 404

$ITCI Approval 80/20 wCRL+refiling bipolar trial, $ALKS 7/15/19 PR NDA expansion. Links Below, Mgmt. received FDA’s briefing docs 7/15, ALKS brief docs comp, published ITCI 005 study, caripNDA package, & Extended long term safety. #Fast Track #FDA’s Suicide Prevention Priority

$ITCI open safety appears to achieved 40% completion on 1 year. Ahead of Cariprazine’s 48wk open long term and APD class. Sounds like it’s what post marketing studies required at this point. Vraylar had 10 after negotiating approval post its 3 month extension.