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Soheil
352 posts


@stocktalkweekly Got it, thanks for the clarification. Appreciate the transparency.
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@Solid83m They're shared as soon as I'm done filling my position, so not always *instantaneously*, but I don't day trade or scalp. All my positions are swings or investments.
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@stocktalkweekly Thanks, that’s helpful. Just to confirm, are your entries and exits shared in real time as you execute them, or are they sometimes posted after the fact?
Trying to understand how actionable the alerts are.
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@Solid83m I share every position, exact weightings, cost basis, entries, and exits. Fully transparent. I also do a stream once a week deep diving the portfolio and the charts.
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@mellowrk_lion I hear you… it really puts things into perspective. Life moves fast, and moments like these remind us not to take anything for granted. I’m doing well, thank you, I hope you are too. Let’s make sure we enjoy the good moments while we can. Take care my friend.
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@mellowrk_lion Oh my gosh, that’s so crazy bro..
Can’t believe they made that mistake..
But so happy to hear that 😍😍😍😍
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Soheil retweetledi

By our estimates, $LQDA exceeded 4,000 scripts on April 1st, which puts annualized revenue (85% compliance at 235k and ignore the 1 month free) at $800mm - that gets you to $4-$5 in annualized earnings at the start of Q1. We could very well see +$10 next year for 2027.
Now of course this incredibly profitable growth trajectory (who else has seen a product launch like this in the history of their investing careers) is obscured by the litigation overhang.
Judge Andrews went passed the March 31st deadline, which many felt he would not do. Given the bench trial was in June and there was expedited briefing, the original timing was expected in September/October and we are now in April - so what gives?
It is hard not to look at this as at the very least a slight positive to extreme positive tell for $LQDA. He asked for expedited briefing and if he wanted to rule against $LQDA, he would have done so quickly to get to the remedy stage quickly and have the least amount of effect on patients.
We are now at the stage where there are several thousand vey sick patients on this drug and if anything were to happen to them it would be a national news story. It appears less and less likely that Andrews is set to do something that would be very disruptive.
It appears more likely instead that we see a clean win for $LQDA and that view was bolstered by this recent Amazon opinion that he put out which was 50 plus pages.
In this decision, Andrews spoke to this idea of forfeiture and this ties directly to the $LQDA case. Amazon like $UTHR tried to make an argument after the fact - in $UTHR's case they did it in their subsequent briefing rather than at trial. They had a burden of production, that is to come up with all of their best arguments on an issue, which they clearly did not meet (they just had Dr. Byrd speak off hand in a cursory manner). They met that burden of production after the fact but not in the interregnum or in the trial, which is what we you are supposed to do.
Our thinking is that given the $AMZN case was a bit older and he needed to spoke to a similar issue as the $LQDA case, he wants to get through it first before speaking on $LQDA.
It has been very hard to predict timing, so we will not try, but we could still very well see a ruling here for $LQDA in the next two weeks now that he has his $AMZN opinion on it and the structure of that ruling will look similar.
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@JohnDoeKnowsGuy I really doubt that he will issue a ruling on Friday for $LQDA; it will probably come by the end of April, but it could happen any day.
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What happens if we get a pullback from here? A generation of programmed (not necessarily their own fault) investors who just believe you buy and hold and wait for your stock to rebound (because they have for 15 years) could be destroyed. Most have bought at the top. Or sold and just rebought, which is the same as buying at the top.

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@AnnaFlorcia $LQDA I’ve checked with several AI tools, and most of them suggest that the likelihood of a ruling by March 31 is relatively low. It seems more probable that the decision will come closer to the end of April
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Soheil retweetledi

BTIG called $LQDA one of the best drug launches across all therapeutic categories...
Yutrepia is emerging as one of the top drug launches in the past 5 years, across all therapeutic categories. Mgmt announced 2027 revenue guidance of >$1B for the first time on the call today, which seems achievable to us considering Yutrepia's strong trajectory. 4Q25 revenue for Yutrepia was $90.1M (second full quarter of launch; pre-announced in January), representing 74% q/q growth. >2,900 patients on Tx, and >3,600 unique prescriptions to date likely exceed our prior expectations of ~2,200 payor-reimbursed patients on Tx by March 6. The rate of conversion was consistent with 3Q25 at 85%, and total prescribers have increased to ~860 to date (~750 through December), of which >50% have prescribed Yutrepia for ≥2 patients and 25% have referred ≥5 patients, demonstrating increased Yutrepia prescribing breadth and depth. Notably, mgmt. also sees an opportunity for Yutrepia among patients who would otherwise be candidates to start Uptravi (in addition to switching), as Uptravi's sales force is potentially wound down ahead of generic selexipag entrants. We do not expect ralinepag to have a negative impact on Yutrepia, following the ADVANCED OUTCOMES data reported earlier this week
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@mtgreenee Sorry Marjorie, no one give a shit about your statement anymore.. you are nothing than a stupid former congresswoman
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This bitch is celebrating the death of American military members and thanking their families for their blood sacrifice.
Loomer lost two Congressional races bc nobody respected her or valued her enough to elect her.
But this is who Trump takes late night calls from and laps up her praise and worship.
Loomer hated Charlie Kirk bc he spoke out against war with Iran the same way I do.
War with Iran is AMERICA LAST and we voted against it the same way voters voted against Laura Loomer twice!
And now Americans are once again coming home in flag draped coffins from another stupid pointless foreign war for foreign regime change on behalf of Israel.
And Laura Loomer demanded it and begged for it.
Sign up for the military, Laura! Go to the front lines, Laura! Maybe then they’ll give you a gun.
You don’t love Trump enough unless you go fight Iran yourself.

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@cenkuygur Fuck you mother fucker!!! You fucking bastard!!
Fuck you and your ugly wife
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Trump lance une nouvelle guerre irresponsable pour provoquer un changement de régime.
Avant, il comprenait que ce genre d’interventions militaires aboutissent bien souvent à des conséquences désastreuses, à la fois pour les populations des pays visés et pour les Américains eux-mêmes. Il dénonçait alors les va-t-en-guerre, tant au Parti républicain que démocrate.
Mais les impérialistes néoconservateurs ont pris le contrôle de son gouvernement. Ils diffusent aujourd’hui la même propagande ridicule que George W. Bush en 2003 pour justifier l’invasion de l’Irak.
Je ne peux pas soutenir les États-Unis alors qu’ils bombardent une fois de plus un pays qui ne représente aucune menace pour eux. Ils se comportent, comme ils le font depuis des décennies, en tyrans impérialistes, convaincus d’avoir le droit de faire ce qu’ils veulent, n’importe où dans le monde.
Le Canada doit rester neutre, ne pas s’impliquer dans ce conflit ni dans aucun autre qui ne nous concerne pas directement, et, comme toujours, défendre d’abord et avant tout les intérêts du Canada.
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