PredeterminedInsiderSales10b5-1

@roojoo3 @jay_21_ at least on the opco expense side...not sure how to think through the reimbursement for the opco's

@roojoo3 @jay_21_ wouldn't that only apply to ones that have more exposure to a ridea model? even so, I'm of the thesis that w/surging new grad unemployment that there will be many new entrants into the health & personal care segment which should suppress labor expense pressure for the opco's

The supply / demand equation in senior housing continues to be compelling Occupancy approaching 90% and starts at some of their lowest ever levels $SNDA nic.org/blog/senior-ho…

@PythiaR @TheLAPurchaser and cro's. I'd hate to think its because openAI is abandoning side ventures to focus on core biz...but kind of coincidental

@TheLAPurchaser The squiggly lines say so

Feels like we have a floor in life sciences now... $DHR $TMO $RGEN $DIM.FP $WAT $A

@BlueDuckCap not sure I heard it that way. I would imagine there's a subset of patients losing less weight that it could make sense for. but the large 15-20% weight loss patients with too much skin....that is likely a full plastics job.

@ReadingTheTape4 No, they indicated that it would take a little time to position to address the opportunity. A little time has since passed.

Big news is $AIRS and a setup that continues to jump off the page in terms of squeeze risk. Per Bloomberg the stock has 70% SI. But where's the float? Vesey Street owns 49%. Aaron Rollins (founder) owns 24% and changed his filing to 13D, indicating he's no longer passive. Jorey Chernett, a prominent health care investor, owns 10%. Thrivent at 9%, Parian Ultreia at 5% and affiliated entities another chunk. That's ~100% of the float. The top 2 holders can't sell at over 20%. They just reported that comps turned positive in Feb and guided above the Street for Q1 revenues. Should do $25mn in adj ebitda, against $44mn in debt, so substantially de-levered now. Cost of GLP-1 has collapsed and the skin tightening opportunity remains very much in the foreground as the company has retooled stores to address this with marketing on the way. Most $GME like setup in a stock we've seen in a long time. Not advice, just pointing out a pretty interesting special sit. @wallstreetbets

@kingdomcapadv seems like its become a trading vehicle more than anything

@kingdomcapadv the same people that bought at 28 and sold at 8? I just don't think this is an exciting biz and really don't understand the obsession with it. especially when its nowhere close to value territory

All $TSSI had to do was deliver on the ramp one quarter later

@Mike10947310 lol did you see the 2026 ebitda guide? may want to read that part

Good print on $TSSI.

@RNAiAnalyst lol that was fast

@ReadingTheTape4 2 bites at apple. let's wait next couple of days, bit with situation in Iran,Trump's and Loomer's attention may not be there for a while. $qure

$qure gut punch, but cash still to H2 2029 and Co could become an epilepsy play soon. What I disagree with is that uniQure does not talk about exUS. Dont they think there'd be regulatory openess elsewhere?

@Sanctuary_Bio no data on nfl biomarker from them yet, right?

it's pretty crazy that a day after I posted this, Skyhawk posted some pretty interesting data. n=17, pooled. Looks way better than what $QURE showed at that point prnewswire.com/apac/news-rele…

@Sanctuary_Bio @pemulisking toad venom ftw!

@pemulisking yea that's the primary argument I hear. That the prescribers for Spravato will be the main users here and will convert users over. It makes sense but if toad venom pans out doesn't that in turn supplant psilocybin?

What's the bear case on $CMPS? If operational/commercial concerns, what specifically do people think will be the sticking point(s)?

@DrMakaryFDA give me a break. you're a disgrace to the agency and the job

FDA is moving with unprecedented agility. Today we approved a multiple myeloma drug just 55 days after the application was filed. And last week’s approval (a major leap forward) was approved in 44 days. If a trial result shows immediate promise for many Americans, why wait?

@TBU12345678 gemini telling me its only 1.5-2.5B based on hte 350-380B round....not exactly huge compared to their market cap?

given the Anthropic ARR disclosure, would think that when Korea is done puking all over itself that SK Telecom $017670.KS goes ballistic on the Anthropic stake at a "real" mark moving to an insane % of NAV

@astridwilde1 @DeepSailCapital Any opinion on AMBA prospects?

@DeepSailCapital yeah there basically aren't any yet / the ones that do exist are not great vehicles to express the bet

What are the best investment options to play the raise of Physical AI? I don’t see many options for public investors in this trend.

@Sanctuary_Bio they also just said moving with expedited approval pathways in other geographies

If you are thinking about buying $QURE here, just keep in mind that Skyhawk will read their phase 2/3 out in 3ish years. If that is positive, nothing QURE shows will matter. I didnt make the rules

@ClearPath100 @PythiaR source? can't find anything about burr hole for rgnx on the web

$QURE down 26% because it was mistaken for $RGNX