@Rory_Johnston @TheStalwart Compliance prolly gave him a stern warning
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ContraMundem
87 posts
ContraMundem
@ContraMundem
professional investor. it’s a long short story. nfa dyor please don't sue
London, England Katılım Haziran 2024
1.6K Takip Edilen419 Takipçiler
Omg the speaker of Iran's parliament is Do Your Own Research posting.
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
Out-of-context quotes + manufactured FOMO = War profiteering 101. Do Your Own Research.
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“If they didn’t spend on weapons…”
😴 It would’ve been so beautiful... Then we could’ve gone in, seized all their oil fields in 48 hours -48 hours, believe me- armed the Israelis with the best weapons, and created many, many new Gazas. The real “American Dream,” folks.
NEVER!
AF Post@AFpost
State Sec. Rubio: “Imagine if instead of spending billions on weapons, Iran spent that money on its people. They’d have a much different country.” Follow: @AFpost
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$SNY $NKTR
Look how fast these OX40-induced cancers are happening!
One Kaposi sarcoma case occurred in just 14 weeks!!! That is absolutely WILD to me. There are plenty of patients who I will start on a new biologic and then won’t even see them back for another visit at all until ~4 months or so.
You’re telling me that THE VERY FIRST TIME I see a patient back after starting them on a new treatment for their eczema they could have *already* developed CANCER from the drug???
No thank you.
Patients are ostensibly going to be on an eczema biologic for years (perhaps decades) when they start them. A cancer signal this rapid is just wholly, entirely unacceptable. 14 weeks?!?
Adam May@A_May_MD
🚨🚨🚨 The 2nd case of amlitelimab (OX40) induced Kaposi sarcoma was just disclosed by $SNY today at AAD. Somehow $NKTR is still in the double digits…*surely* the complete death of Amlitelimab would change this? Up until very recently (weeks) $SNY has *still* been projecting amlitelimab to be a $3-$5B peak sales drug in atopic derm ALONE. If Amli is discontinued (as it should be) $NKTR’s rezpeg would be slated to be the next new MoA on the market for AtD, and THE ONLY non-IL4/13 biologic besides the ineffective Nemluvio (…which is still going to be a $4B+ peak mega blockbuster despite its lack of efficacy……..) Right now, $NKTR’s efficacy vastly exceeds nemluvio’s and beats OX40’s by a healthy ~10% delta. All of that WITHOUT causing cancer. $3-$5B peak for OX40??? What’s $NKTR worth? OH! And that’s just the sales projections for AtD…I expect that soon the market will wake up to the fact that Rezpeg is a legitimate drug for alopecia areata too, which currently seems to be priced totally out of the stock. IMO $NKTR already went into the weekend the most mispriced name in my book. Now the death knell for OX40 is coming into view. $NKTR is *CLEARLY* the biggest direct beneficiary of this in the entire market. As always, I’m biased, but I’m just mind blown that this isn’t already a $100 stock. Let’s see if the market starts to accept that OX40 is finally done for. That could be explosive news for $NKTR.
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@leevalueroach Curious if they invested unusually well or employees had bad life exptancy
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@pennycheck prelim.unaudited.q425 revenue is quoted as a range of 18-30 🤷♂️
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---> be $VERI
---> announce prelim earnings and issue guidance severely below previous estimate
---> but hire oracle
---> put in the earnings release your calling yourself a 'strategic partner' with oracle even though ur just paying them
---> stock up 20% AH ....
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@ElGatoPartners q1 rev needs to be solid, ie > q4 rev to maintain the narrative, and they didn’t take the opportunity to affirm that. Is there a risk all this ‘trial’ rev growth is non-recurring?
(Even if they got there in the end, could be bumpy path)
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@ContraMundem They released prel. numbers in January.
The IR can improve, I am pushing them to resume with earnings call.
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FY25 numbers just out - some financial highlights that are new compared to prel. numb we got in Jan.
- Revenue of 5.6$ confirmed
- Gross margin: 2% -> 36% in one year
- Q4 gross margin trending ~40%+ (est.)
- Cash: $39.4M on hand as of Mar 23
- OpEx cut 35% YoY to $12M
Operational highlights:
- U.S. contract manufacturer launched March 2026
- British multinational PoC
- AWS ISV Accelerate status
- e-Compass cloud platform flagged as the gross margin expansion lever for 2026
$WATT
El Gato Capital@ElGatoPartners
$WATT - Energous Wireless Power Solutions 13 years. Hundreds of millions burned. Zero commercial traction. Then 2025 happened. 630% revenue growth. A Fortune 10 retailer rolling out 4,700 locations. And an enterprise value of $13M. Here's the full thesis. 🧵
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@leduke188 @CHItraders The WATT short report is actually the bull report
Everyone knows their past
And it explains how you can have a company with one of one tech
With meaningful deals with two fortune 10 companies and still be overlooked
Its by ppl focusing on past
Oblivious to future
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WATT: A DECADE OF EMPTY PROMISES & NON-STOP DILUTION
$WATT is the ultimate wireless charging zombie — 10+ years of hype about RF tech changing the world while delivering almost zero actual business.
🔹 Revenue still microscopic (~$2.6M in 9 months) with -319% net margins
🔹 Burning $1.1M cash every month on pathetic sales
🔹 Survives purely by diluting shareholders into oblivion (21 equity raises since 2019)
🔹 $408M accumulated deficit and a fat ATM ready to print more shares
CHItrader@CHItraders
We just published a short report on Energous Corporation $WATT A decade of promises, batteries drained by dilution -- FUGAZI RESEARCH via @TheTradeXchange
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For some drugs, new technology can predict toxicity better than animals—it’s also more humane.
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@BAMBossie81 Or the other way around. As part of the Greenland deal 🇺🇸
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ContraMundem retweetledi
1/14 The market is entirely misinterpreting the departure of FDA CBER Director Vinay Prasad. The ousting of Prasad is the most bullish signal imaginable for $QURE and its gene therapy pipeline. Here is the nuanced reality that Wall Street is missing. 🧵
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You didn’t give a shit about the President of the United States of America posting an ape video of President Obama or calling African nations shitholes — but you’re going to call me racist for talking about my lifelong struggle with dyslexia?
Spare me your fake fucking outrage, Sean.
Sean Hannity 🇺🇸@seanhannity
.@GavinNewsom Thinks a 960 SAT Makes Him 'Like' Black Americans. Let That Sink In.
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@NeverNJAgain @YouInsane2 Retail used to go ape when they were getting diluted on a quarterly basis …
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@YouInsane2 @ContraMundem It's strange how he locks ou comments on LinkedIn
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$SLS Posted on this to VIC earlier; if there is a cheaper stock out there, I'd certainly like to know which!
10k Foot View: both oncology assets (GPS and SLS009) are demonstrably efficacious, safe, and address an unmet medical need. Very likely both get approved, and valued in the several billions.
Current MC a measly $84m, with Phase 3 data coming this month.
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Pretty wild.
@ChrisCamillo explains how reading TikTok comments for 3-4 hours per day helps him earn ~75% annualized returns in the market.
He calls this “observational investing.”
I don’t invest like this, but appreciated hearing about it.
@myfirstmilpod @ShaanVP
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@DukeEchoes @NBAPerformances New ozempic side effect dropped
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Zion Williamson
24 and 9 vs Mavs
Love the weight loss, improved mobility, and durability, but is it just me or does some of that violent explosiveness and raw power that made him a unicorn feel a little muted now?
🎥 @NBAPerformances
x.com/NBAPerformance…
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Why did the House Oversight Democrats release this photo from the Epstein files? Is Bill Gates out of the club now?
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. @MartinShkreli about to debate @QuantumDom
someone who actually knows something and has been studying the sector and investing for 15 years
a upgrade from debating random clueless plebs
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