

Keya Morgan
9.6K posts

@KeyaMorgan
Producer, Manager, Filmmaker. Directing docu-film about Marilyn Monroe’s death. Producer for Al Pacino, Anthony Hopkins, John Travolta, Stan Lee. 🎬🎥





Analysis: In general, Bad Bunny's Super Bowl halftime show had the kind of wholesome, traditional family values that would have fit right in with some of the more sentimental commercials that appeared during the game. wapo.st/4r0BKOB



103 years ago today, the legendary Stan Lee was born.

















Ok, so time to get serious on $NTLA. It is going to single digits. Total operating expenses in 1H25 were >$261M. That means that at the moment, they would have ~$500M cash. 107.3M shares outstanding means ~$4.66/share is cash value. BOTH of their lead programs have now had G4 liver events, with today's event also having elevated bilirubin. This means Hy's law was met. If you don't know what that is, read up. This is OVER. These programs should be stopped, as both HAE and ATTR have multiple SAFE and highly efficacious treatment options. Hy's law tells us that if they move forward (and somehow get the FDA to approve) with these drugs, they are going to kill someone. This is NOT ACCEPTABLE when the diseases already have safe/effective treatment options. This was a cool science experiment, but we are done here. Cash per share by the end of the year is in the $3s. They have no advanced-stage drug candidates to replace these now dead lead programs (HAE and ATTR). It doesn't matter how "good" the efficacy data from these programs looks at upcoming updates. These drugs are. not. safe. The risk/benefit here is not acceptable. IDK if it is Cathie Wood or some other ignorant trader who pushed this to the $16s this morning, but it's not going to last. The stock is currently up >120% from where it was in June, with the only news between now and then being today's *Extremely* negative update. Ridiculous opportunity. Yes, I am short $NTLA.

