Edge of the Risk Curve 📊🏦

$IFRX If Tom from $CCXI fails to submit "facts and substance" to dispute the FDA's claims set forth in its 4/27 Letter to Amgen, his request for a Hearing can be denied & Tavneos gets pulled Then $IFRX can go after ANCA w INF904 & ask the FDA for the following designations

@Dashytwo Dash made the mistake of giving everyone just ONE dollar. 8 billion x $1 = $8 billion dollars 8,000,000,000,000,000,000 is what u r proposing to give away, called = eight quintillion. this is how much Elon would be short w your generosity = -7,999,999,649,000,000,000

There's 8 billion people in the world, if he gave everyone a billion dollars he would still have 343 billion left

@compliantvc Before I answer, Who exactly are these 5 people ? What are their names, ages, nationality, sex, party affiliation, ethnicity, religion, criminal records, line of employment, any military service, favorite soccer team ??! W/o knowing these facts, can u really answer ? 🤔🤣

A trolley is about to hit 5 people laying on the track You can redirect the car, but the other track has not yet reached regulatory approval or completed its 1 year environmental testing period, so operating a train car on it is a violation of transit regulations What do you do?

@DNIGabbard Class Act & extremely admirable…..🇺🇸 May GOD be w you and your husband in this fight… 🙏🙏🙏🙏🙏🙏🙏🙏

@grassosteve That was extremely Well Said and On Point. It succinctly points out Supply Shock rising prices, and excessive demand rising prices are 2 different beasts. Careful, you might be asking questions for CNBC at the next Fed meeting and put @steveliesman out of a Job !

Rates front and center. Every time I hear an academic call for higher rates to fight inflation, I want to hand them an economics textbook, the right one. Raising interest rates into a supply shock does absolutely nothing to reduce prices. Nothing hard stop. The inflation isn't coming from excess demand it's coming from constrained supply. And yet the cure gets applied like it's 1979. Worse, it creates a double pain point for the people who can least afford it. Higher prices at the pump, higher prices on everything bought on credit, and now higher borrowing costs on top of it. Demand is already being crimped, the market is self-correcting. Remember: the cure for high prices is high prices. AND NOW SOMETHING THAT ECONOMISTS CHUCKLE AT, AND HAPPEN TO BE WRONG ON. Cutting rates in a supply shock isn't boosting inflation. It's giving a small lifeline to the people who don't own assets outright. The elites who snub their nose at rate cuts right now have a mortgage paid off and a stock portfolio. They're not feeling it. And here's the part that's genuinely mind-boggling, and almost nobody knows this: Section 2A of the Federal Reserve Act explicitly states the Fed shall promote "maximum employment, stable prices, and moderate long-term interest rates." That's three mandates. Not two. Moderate long-term interest rates is sitting right there in the statute — and it's never enforced, never discussed, and never questioned. Raising rates into a supply shock violates all three simultaneously: -It doesn't fix prices — the inflation isn't demand-driven -It kills jobs — businesses can't afford to borrow and expand -It explicitly violates the mandate to keep borrowing costs moderate — the one nobody reads With debt financing now front and center in every policy conversation, the third mandate is about to become impossible to ignore. @federalreserve @realDonaldTrump @SecScottBessent

@Hedgeye Yes, printing massive amounts of dollars creates INFLATION So all your assets Inflate, stocks, bonds, precious metals, Art, Antiques, Real Estate But u r not Richer b/c everything else u might buy went up too BUT, If you DONT own assets = U R totally Fucked = Young People 🤔

American millionaires: Nearly 1 in 11 American adults is now a millionaire. The US mints 1,000+ new millionaires a day and accounts for nearly 40% of the global total. There are more American millionaires than in China, France, the UK, Germany, Canada, Japan, and Australia combined. Over $29 trillion in wealth set to change hands over the next 20–25 years. The American Dream is still alive.

INFQ breakdown done a couple of day back...

$INFQ Its a nice bounce but govt is basically just Funding a Secondary at a 15% discount. Trump wants his "cut" taken off of the top. Its NOT $100m of new govt business. If $INFQ was broke this would be great, but they ALREADY have $550m cash so getting $100m more is NBD.

@matthew29261767 @andyyy But the 1 year chart is actually good because it shows that neither asset started to move until October. Look at both lines, nothing reallymoving before October. Most good charts show activity Before an event happens so you can observe the movements from a Baseline

@matthew29261767 @andyyy I partially agree, best date of comparison would b the date of Conversion from Leap Therapeutics to $CYPH, so 11/13/26 But using your date of early March would ignore the important correlation initially in effect BEFORE the dilution really destroyed synergy between ZEC and $CYPH

Why is $CYPH underperforming $ZEC so hard rn???

@TheBookofBen 1 year chart of $CYPH ( was Leap Therapeutics 12 months ago ) w ZCASH overlay. Before the stock was diluted $CYPH held a lot of promise, & this new company is certainly better than Leap ever was. But u can see the underperformance ZEC = 1566% $CYPH = 206%

$CYPH & zcash:native From Distribution to Reflexivity Today may have been the first real sign that ATM pressure is no longer dominating the structure. Now the market watches one thing: Will ZEC per diluted share stabilize and begin rising?

@will__mcevoy But SADLY, b/c your company STUPIDLY diluted shareholders on the order of 4x, your company stock $CYPH has HARDLY moved compared to the underlying asset ZEC Was a REALLY STUPID idea to increase shares outstanding w Dec vote Now your shares barely move while ZEC rips higher 🤡

@andyyy B/c idiots who are running this co. put in massive dilution Financially incompetent people R running this Co. Was a great idea, till they Diluted the hell out of shareholders by 4x If not for the dilution the stock would be making new highs w the way ZEC is running up today !

@TheBookofBen @cypherpunk MASSIVELY diluted shareholders 4x. $CYPH is hardly getting any traction b/c the IDIOTS who run @cypherpunk were STUPID enough to dilute the hell out of shareholders. For the stock to get back to $3 - ZEC would need to get to $3000 ! I warned these idiots

$CYPH As $ZEC grinds higher its becoming more apparent in the short term for CYPH, that its going to take a an agressive price expansion in ZEC for CYPH's needle to move. Options chain remains sticky at 1.50/2.00 levels traders are not abandoning the higher upside thesis.

@ArcesilaosRes I agree, but they really stretched on the price of $52 a share ( for $CCXI ) when the nearest competitor was around $40 in the bidding process. Did the retiring CFO make a case to PUSH the price ?? I think Amgen's gonna write off Tavneos, and someone's head has to roll 4 this..

@Quick2smile Yeah it’s an accounting nightmare. But can’t blame the CFO for that acquisition. If anything Amgen‘s biostatistics, clinical ops or quality team should have seen a red flag (2 database locks!) during due diligence.

$AMGN $IFRX Amgen’s CFO Peter Griffith, aged 60 is now retiring, to be replaced by Thomas Dittrich aged 62 Griffith was at the Helm for Amgen during its $3.7B acquisition of ChemoCentryx in 10/22 If Tavneos is pulled by the FDA, the $3.7B price would have to be written off !

@pawcio2009 @blankspacenom @moleriks @elijahwc update ?? I totally get that there might not be any change in the top 3 places, but some folks like to see the movers and shakers going on below the top 3 names…

@Quick2smile @blankspacenom @moleriks @elijahwc Nah I got a bit busy plus no major news/events so unlikely any major changes but I’ll update this coming weekend.

#Biopick2026 wk15. No changes again at the top, but $anl is now a ten-bagger and running away 🏃‍♂️👇 1. $anl +1060% 2. $eras +429% 3. $ibrx +281% Individual leaders: 1. @blankspacenom (anl) 2. @moleriks (eras) 3. @elijahwc (ibrx) Full Standings: drive.google.com/file/d/1848K8d…

#FDA #TRACYBETHHOEG This is looking like a "must have" 60 MINUTES interview Don't ya think ?

@annewoj23 You ran it into the ground Anne, stupidly spending all kinds of money when Sales were dropping You blew $400 million buying Lemonade Health and then did Nothing w it. You Destroyed your company and proved you weren’t smart enough to cut costs quick enough, so it bled out. 🤡🤡

What’s goin’ on with 23andMe? 👀 23andMe.ORG #iceman

$IFRX $AMGN $CCXI And now, just to make this whole situation EVEN more unbelievable …..the doctor at the FDA who wrote this letter to Amgen on April 27, 2026, Dr Tracy Beth Hoeg….was fired yesterday. This is like a Hitchcock movie….. foxnews.com/politics/secon…