Jim Osman

@CaffeineCraig Incredible

@EdgeCGroup Hard to believe it’s been 41 years ! 😀

41 years ago and a great Friday night tune.

@JoshYoung Would love to visit Josh!

@EdgeCGroup I'm in. Let me know next time you're coming to Houston.

I don’t need $9 million for dinner. Buy my book, bring a sharp question, and come prepared to talk about spinoffs, bad incentives, forced sellers, and where the market is still mispricing structure. That is a better return on capital.

@StoicInvestor42 Always open to new perspectives!

@EdgeCGroup Would love to do this is you’re prepared to indulge a seasoned non-institutional investor (with very deep Tech/AI experience). Steak dinner or equivalent on me!

A fantastic image of Piccadilly, 1979

I appreciate all your help with the imposter! 🙏

Spinoffs are often takeover bait because separation removes the excuse. Inside a conglomerate, the asset is buried, mispriced and hard to buy. Once it is spun, the market gets a clean company, clean numbers and a standalone valuation. Magnum was spun out of Unilever less than six months ago. Now Blackstone and CD&R are reportedly circling. That is not random. That is the spinoff playbook. Complexity hides value. Separation reveals the buyer. $MICC cnbc.com/2026/05/15/mag…

@LairdElmski It wouldn’t be difficult.

@EdgeCGroup why ?...he might be more interesting ?

Can followers possibly report this account for impersonating me please? It was part of my hack and I’m house cleaning. I’d appreciated it. Thank you.

It is basically a very bullish analyst note saying Inhibrx is no longer just a single-asset biotech story. The analyst thinks it is starting to look like a scalable oncology platform. The clean read: The analyst has a Buy rating and raised the price target from $300 to $325, versus a stock price of $116.16. That implies they see roughly 180% upside if their thesis plays out. The main reason is INBRX-106, the company’s OX40 immunotherapy asset. The analyst thinks the randomized head and neck cancer data versus Keytruda gives real proof of concept. They are saying the drug is not just producing a higher response rate, but potentially producing better quality immune responses, which may matter more for survival over time. The key phrase is this: “A scalable franchise is taking shape.” That means they think INBX may have multiple shots on goal across cancers, not just one narrow drug in one niche indication. There are three big points: First, Ozekibart, the DR5 drug, has shown encouraging durability in colorectal cancer and is already under review for chondrosarcoma. The analyst sees chondrosarcoma as the proof of concept that could open the door to larger cancers like colorectal. Second, INBRX-106 in head and neck cancer is now the core value driver. The analyst increased the probability of success in first-line CPS ≥20 head and neck cancer from 15% to 50%, which is a huge model change. That is the main reason the target price went up. Third, they are beginning to see a possible NSCLC lung cancer opportunity. They are not fully adding it to the model yet, but they think the early data is interesting because responses in refractory lung cancer looked unusually strong versus normal benchmarks. The important nuance is that the analyst is not just saying “response rate was good.” They are saying the mechanism may be real. OX40 may produce deeper, more durable immune responses, which could eventually translate into survival benefit. That is why they compare it to Keytruda, where lower response rates still produced better survival in certain settings. The risks are still obvious. This is biotech. The company has no meaningful near-term revenue, EPS losses remain large, and the story depends on clinical trials, regulatory outcomes, cash runway, and whether the survival data ultimately confirms the early response signal. But the message of the note is clear: INBX is being treated as a potential oncology franchise, not a speculative one-drug biotech. The analyst thinks the market is still pricing it too narrowly, while the clinical data is starting to suggest something much larger. $INBX

Stifel raise target on Inhibrx $INBX 👀

@2LTDMarshall We’ve been pushing them.

@EdgeCGroup Smart move by Dine Brands 🔥 $100M buyback

We've been pushing Dine Brands: $100m share buyback. $DIN investing.com/news/company-n…

@srihicks I wanna be me ... lol

@EdgeCGroup They all wanna be you.

@srihicks Thanks Sri.

@EdgeCGroup Done.

@elisae67 Good.

@EdgeCGroup Yeah!

@Steady1244 @StallionAirVTOL @KevinLMak @wallstreetbets @StockBully69 Hold it, dont trade it.

@StallionAirVTOL @EdgeCGroup @KevinLMak @wallstreetbets @StockBully69 It time to reinvest

This is fresh $SPHR news: attention @EdgeCGroup @KevinLMak @wallstreetbets @StockBully69 @Steady1244

@CarterPetr35690 You may be right,but without a catalyst, it’s tough turnaround.

@EdgeCGroup And what it’s down two bucks? Who cares, it’s not going to work for next month, it’s going to work 18-24 months out

I told you not to get excited about the insider purchases. Melting ice cube. $NKE

@JProkap Good to hear!

@EdgeCGroup It was good. Don't judge me but I like both the British and American versions.

Fintwit would be a very different place if bios showed net worth after liabilities. A lot of alpha would suddenly look like leverage.