Emil Wiktorsson
62 posts
@aleabitoreddit Want to propose a company named SMOLTEK, although after a day of research, still not be able to find how to purchase their stock 🤣🤣🤣
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All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world.
What's your pick?
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My new Stock Scanner/Analyzer is getting closer and closer to a Beta release, and I want to start highlighting it on here. Anyone who comments on this tweet will get first access to its beta release and free access to the pro tier! #fintwit
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@BertrandBio @adamfeuerstein Strange, has not the safety data become better in ” favour” for Leqembi? since nov.
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@adamfeuerstein confirmed by $BIOAB PR
2 different items: 1/ whether new safety data can lead to a change of the Nov opinion, AND 2/ to see if wording on risk mitigation measures need an update
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$BIIB $ESALY Leqembi update from Europe:
The EC has asked EMA/CHMP to look at new safety data submitted after the positive opinion was adopted in November 2024.
The debate seems to focus on wording of "risk minimization measures."
Companies' statement:
investors.biogen.com/news-releases/…
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$VICO Vicore pharma NE 782 mkr Syftet med Företrädesemissionen är primärt att finansiera den utvidgade fas 2b-studien ASPIRE av buloxibutid (”IPF”) samt förberedande fas 3-aktivtiter. REJÄL 52 v studie i 14 länder som backas upp av prominenta investerare
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@ABtravochgalopp Ja, sista gången jag lirade. Tack o hej.
Köper andelsspel på morgonen. Kan inte se( fortfarande inte) pga ej åtkomst till mitt konto. All spänning o intresse försvann. Hur länge skall detta få hålla på utan åtgärd som löser problemet??
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@kindermann_r @saxena_puru Hmm. This is the way to pay online in Sweden, with Klarna for instance. Same discussion over here couple of years ago. But not so much anymore. Depends on the setup from BNPL- players. Onco BNPL - players understands this. It will take over.
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@bullishbecker @thomas_kaede @JonahLupton @RenoHemonc @plantmath1 @LuoshengPeng Klarna give 14 days to pay without interest. Its about setup. Fixed fee for customer from 0-49SEK depending on platform. These is the future for rest of world as well. Think about it, why should you pay for something before getting it.
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@thomas_kaede @JonahLupton @RenoHemonc @plantmath1 @LuoshengPeng I would argue YES. I would think today BNPL users are mostly people that don’t have Credit cards or dont want to use them because they can’t afford the high interest?
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$AFRM jumps near 50% in AH after $AMZN partnership announcement!
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@masterly_in @bullishbecker @thomas_kaede @JonahLupton @RenoHemonc @plantmath1 @LuoshengPeng One reason why Amazon struggle in Sweden.. They are behind regarding payment options.
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@masterly_in @bullishbecker @thomas_kaede @JonahLupton @RenoHemonc @plantmath1 @LuoshengPeng 2. Remember a discussion with a former collegue from U.K 5 years ago. He didnt understand. Now, many U.K based platform as well understand this is the future. Its about Convenience for customer..
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@masterly_in @bullishbecker @thomas_kaede @JonahLupton @RenoHemonc @plantmath1 @LuoshengPeng I think 80-90% in Sweden( my estimate) use Klarna or similliar. Buy now pay later. You actually having very hard running a online business without this kind of option. The consumer vote with their shoes choosing another platform if you dont have it.
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@supradsw Det är väll just det. Ser att fler försöker göra analys av ofullständig datamängd. Man kan få ledtrådar, men dessa spretar. IR har bekräftat att subgrupper redovisas samt att dessa inte finns med i Abstrakt pga platsbrist.
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@EmilWiktorsson Kanske går att hitta något, men hur många kaniner finns det plats för om man tlttar på dotplotten?
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$ONCO Data skulle presenteras som skulle visa oss varför ledningen fortfarande är optimistiska. Datat kom och jag fattar inte vad det posivita var? Nu ska vi vänta lite till på mer data, då kanske de hittat något positivt?
Schnuz@supradsw
Mer färg kommer väl i slutet på månaden, när de ska presentera mera data, men innan dess är det en ren lott imho.
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@supradsw 2. från bolaget om det inte finns ett antal ”kaniner” att plocka ut ur hatten.
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@supradsw Vi får se. Tror att de vill lägga ut texten ordentligt gällande den data som inte redovisas. Förmodligen för att den är svår att få ett helhetsgrepp kring. Intressant läsning av Insatta amerikaner i ämnet här på twitter. Har svårt att förstå den extremt positiva hållningen
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@HoldStocks Vidare haft ledande klinisk roll av utvecklingen av POM och daratumumab osv.
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@HoldStocks Har svårt att se att han ska göra en Youtube-video o sätta sitt goda rykte på spel utan att ha väldigt god fog för sitt uttalande. Han är definitivt en tungt namn inom området. Har bland annat publicerat 340 vetenskapliga artiklar.
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$ONCO Melflufen Oncopeptides. Good news, Dr Richardson says he is very optimistic about a solution of subgroups and current partial clinical hold. Update on the LIGHTHOUSE (OP-108) trial m.youtube.com/watch?v=jpYBih… #finanstwitter #biopharma #biotech
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I wont touch $OZON because of Russia and $JD because of China
Leaves me with $CPNG
I already own $SHOP $AMZN $MELI
Ken Reeves@kenreeves_
Looking Interesting • $JD | 26% est growth + 18.7x 2022 EBITDA (but China risk), BUT low single-digit EBITDA margin. Rather own $BABA • $CPNG | 41% est growth + 12x 2022 GP. Looks pretty interesting here. • $OZON | 42% est growth + 7x 2022 GP. Also looks pretty interesting.
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$CPNG Coupang (CPNG) upgraded to Buy from Hold at Deutsche Bank
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@masterly_in Took a bigger position in Coupang yesterday. Think it will be great over time ( sure 45 EOY as a start)
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@EmilWiktorsson Nubank & Rappi (both soon-to-be public) are interesting players.
Nubank is not only taking on legacy banks but also tapping into a largely underbanked population
Rappi has transformed itself from a delivery app to the ‘Everything app’ & has expanded to 15 LATAM markets so far
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@hopremco @saxena_puru You tend to see this discussion time to time. However not sure, and tend to think stockprice would be considering higher onexpire day than today. So I guess how you want to play it.
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@saxena_puru Thanks for sharing. Do you expect a high impact of the Q3-Q4 lock-up expiry of $DLO $GLBE $PATH?
Kalampaka, Greece 🇬🇷 English
Updated portfolio -
$ADYEY $AGC $CRWD $DLO $DOCU $GLBE $LSPD
$MELI $MTTR $OKTA $PATH $PLTR $QELL $SE $SHOP $SNOW $TWLO $U $UPST $ZI #ES_F
Top 5 --> 1) $MELI 2) $SE 3) $PLTR 4) $U 5) $GLBE
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