M

it's a research business first and foremost.

@biofeed Be careful an angry cat will come for you soon

There is no real probability distribution and predictive power is limited to the obvious

some of these companies would have double their current market cap if they were to hire some competent web devs

@BioLobotomy Yes

@RiskInhibitor Due to IMVT?

*no longer the case

Guy who writes about other people making money

Long $IMVT

@BioLobotomy yes

@RiskInhibitor It was the easiest profit of my life. Monkey could've done it. Played it from ~$10 to ~14 based on previous performance, some modelling, and the very bullish abstract title. But nobody cares about this company for some reason. Tempted to start a new position now, you too?

PLEASE I BEG YOU SOMEONE GIVE ME A BEAR CASE FOR THE Benitec Biopharma $BNTC UPDATE

$BNTC fast track designation, solid p1 data, no safety signal so far after 24 months, no competition, solid preclin data, "silence & replace" strategy in a single vector is broadly applicable to any gain-of-function disease...

This is a future short not a current short btw

$ALXO Short thesis riskinhibitor.substack.com/p/alxo-short-1…

$MBRX momentum long through june data, wouldn't hold long after data (if at all) because mgmt has history of toxic warrant exercising due to shit cap table

part of me wants to long $CELC and take the rest of the year off but i don't really have an interest in doing anything else

We just published a short report on $CUE $368.5M in accumulated losses, ZERO products ever sold and a CEO compensation package that costs more than the company's entire forward contracted revenue. The Q4 2025 revenue spike was one licensing payment, that is already gone. A sharp correction is not a prediction but a structural inevitability. Click for our full report ⬇️ fugaziresearch.com/p/cue-reverse-…

There no peptide for disaplin BTW

All the alpha is in textbooks btw

@threadanddoc i dont know this guy

imagine being a biotech cuck

p2b data expected around late 26ish

$PBM FDMC 47m, Psilocybin makes a lot of sense in Adjustment Disorder specifically & they have it to themselves. Market seems to like the $CMPS story and I think the pattern will continue with $PBM. Long come Monday.