Russell Young

@Mike_Taylor1972 @DeepIceValue HIMS fine, compounded GLP sales stop immediately, and HIMS has a me too supply agreement with low margins. Let’s see what happens.

@DeepIceValue Extreme unlikely - but if anyone is still there, this will cause quite the squeeze if true on a dist partnership.

Wait, $NVO can actually buy $HIMS tomorrow.. 😱 $HIMS market cap is $3.5B, thats nothing for $NVO

@HighImpactInfo Disclosed in the 10-K, filed today. Can you find an earlier reference?

@Russby68 This was known already, no?

$HIMS is under SEC investigation?!

Apparently, since $HIMS has not received a warning letter, even though they have been contacted by the FDA, the financial impact of compounded Semaglutide being banned is unknowable, so that 2026 guidance is stuffed with GLP-1s. Probably about 30% of revenues and more of profits. Does the guidance change when (not if) they receive the warning letter?

@Mike_Taylor1972 Treble damages on revenues for willful infringement! That’s like $2.1B in damages.

This is 100% gaslight. $HIMS IMHO violated IP laws and FDA guidelines/rules.

Good to see FDA approved Multi-Cancer Detection tests will be covered by Medicare in 2028 $GRAL sewell.house.gov/2026/1/rep-sew….

@GeneInvesting @Mobygrapelegl Well they are about to learn!

@Russby68 @Mobygrapelegl Shorts and bears really don’t understand this Hy’s Law is different than any Hy’s Law in biotech history. To my knowledge there has never been a case of a one-and-done with LNP delivery version of Hy’s Law. Gene therapy Hy’s Law cases were due to extremely toxic AAV delivery.

Remember that people told you $NTLA should be under $5 and close their doors. Lonvo-z is a blockbuster drug for HAE. Nex-z will get off hold in a month or two and be the best in class option for ATTR-PN and CM.

@GeneInvesting @Mobygrapelegl Short interest increased by 10M on the idea liver tox was the cause of the patient death. Now we know that to be wrong. This hold going to be released quickly.

@Mobygrapelegl It always moves fast when it starts to move. It went single digits to $28 incredibly quick just a few months ago.

@GeneInvesting From JPM last week… “He did not die of liver failure, which I think has been misunderstood by some observers here. …But the death was attributed ultimately to the sepsis resulting from the perforated ulcer”.

Agree - knew it was gonna roll and now it’s clear. Q3 was the lowest net sub growth since going public. With this high customer churn model we are soon going to see subscriber losses. Management knows this. They have been selling huge amounts of stock while the gurus dismiss the sales as nothing.

@Russby68 We knew in June-July. And those numbers have not even hit yet. What’s astonishing to me is the moths to the flame - “stock gurus”.

$HIMS I took a lot of images of promoter’s greatest-hits! Will put out a few…

@Mike_Taylor1972 Wait - doesn’t Anthony know the credit card shows HIMS went ex-growth in October? And why didn’t they disclose GLP-1 sales for Q3? Is is possible their 2 largest markets are in decline?

@jud_guy Minor change really - it’s like one center opening a month late. Impressive really - considering starting the Medicare rebate program. Chopin data is way more important as it validates getting additional liver metastasis.

$DCTH Q4 guidance disappointing given 3 new centers in Q3. Power centers capacity constrained. Others slow to ramp- referral network + CHOPIN should trigger much earlier usage so things look good for FY26 & beyond. Monday trading will be interesting

Anyone trading HIMS and not reading Cedar Grove's research is a dope. $HIMS cedargroveresearch.com/subscribe?ref=…

@Mike_Taylor1972 Bank of America had some thoughts on that...

$HIMS - how’s that business going? I have been urged to buy b/c it’s going to change the face of drug delivery.

@BioPM1989 Doc conversations don’t support your case. Liver handles it very well…

@RealJimChanos DKNG is bad, but Unity (U) is worse. Fully diluted shares up 6.4% y/y. Running up the down escalator! $U

Pro Forma Madness: $DKNG has LTM “Adjusted EBITDA” of $261M. The problem? After LTM stock buybacks of $334M, Fully-Diluted Shares INCREASED from 495M to 512M, Y/Y!

@Mike_Taylor1972 So right

$HIMS prob would have been down 30% with their core business fading, if not for putting up “bonkers” 2030 guidance….5 years away. (That’s like 10-careers from now). Gotta get the pumping on!

@eric_seufert Eric - while ATT is not related to mobile, doesn’t this suggest any story of apple “cracking down” on APP is even more ridiculous?

ATT, antitrust, and Apple’s privacy options mobiledevmemo.com/att-antitrust-…

ATT, antitrust, and Apple’s privacy options France’s competition authority, the Autorité de la concurrence, has determined that Apple abused its dominant market position through its App Tracking Transparency (ATT) privacy framework and has issued a €150MM fine to the company. There are two interesting consequences of this and future decisions to consider. The first is whether Apple will be forced to jettison ATT altogether. I don’t think it will; I don’t think that ATT is going anywhere. The second consequence of these antitrust concerns to consider is whether Apple could credibly introduce any further privacy restrictions, given the antitrust precedent established. I think the answer is no: Apple went too far with ATT and is likely unable to introduce anything as transformative without arousing the suspicions of antitrust regulators — particularly the newly-composed FTC. Full piece linked below.

@eric_seufert I think the investment community would love that

Another one of these was just published. A cursory read-through indicates that it's as misinformed as the others ("Targeting/Retargeting: After identifying the highest value users, APP bids aggressively, and when victorious aggressively shows ads for the product the user was just looking at, often dozens of times a day." -> Welcome to digital advertising) Should I publish a slide-by-slide debunk thread?

@eric_seufert @laurenbalik Yeah Eric, learn something about mobile advertising. Remember the rumor that Wayfair was really a child smuggler?

@laurenbalik C’mon.

The amount of money laundered through AdTech/apps/ad exchanges is highly correlated with volume of synthetic diamonds entering the market any a given time, which is highly correlated to the price of natural diamonds. Every incremental synthetic diamond entering the market reduces the value of every incremental natural diamond entering the market. Why is this important? The diamond market is fixed by Israelis, who also manage what's called the "Kimberly Scheme" - a certification process that regulates trade in rough diamonds, ostensibly set up to limit the amount of "blood diamonds" circulating in the market. While the Ramat Gan exchange in Israel is the clearinghouse, plenty of money launders of all stripes and backgrounds use the high vig Israeli cut diamond market (about 25% of Israel's exports, by the way) to launder money, but this is a contracting business model as synthetic diamonds are taking over much of this market. It's simply becoming harder and harder to launder money through the diamond trade, with worse volumes and higher vigs. Plus, there are a ton of diamonds held by Boomers (obviously as engagement ring jewelry, but just in general) and as these people die off, more and more already-cut diamonds will re-enter the market, further driving down the cost efficiency of laundering money through the diamond cutting trade. --- So if you've got a ton of money to launder, what you do now is you clear this through AdTech. You set up entities on both sides of the market - you buy ad space from one entity located somewhere in the world, you set up digital property on the other side to host these ads - a site or app or whatever, and you have a bot network set up to run up impressions and play pricing on an ad exchange. The middlemen here are these AdTech companies that turn a blind eye to this (to give them the most credit... some do actively participate). Now if you're money laundering what you also may wish to do is buy equity (stock) in these middlemen who are making all these great transactions and facilitating transfers. Now you're legally making money off the volume of money laundering you and others are doing. If you wish to understand app data, ad data, bot networks, simply start with how much diamond marketshare is being taken over by synthetic diamonds and how many already-cut diamonds re-enter the supply chain as estates are liquidated as Boomers die off. I can't take any AdTech analyst seriously if they don't also track how much allocation is moving out of the diamond trade and into AdTech.