TommyVercetti1987

36 posts

TommyVercetti1987

TommyVercetti1987

@TVercetti1987

UK Katılım Haziran 2025
3 Takip Edilen2 Takipçiler
TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@realmstrthms @MDividende12 Quatsch. In der Industrie 4-Schicht und schlechte Bezahlung findet sich auch ausreichend Personal... Glaub mir die Frauen haben kaum Alternativen. Sie werden trotzdem Lehrerin werden und es durchziehen
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mstrthms 🇹🇭 🇹🇼
@TVercetti1987 @MDividende12 Naja, es gibt viele Leute, die sagen bei den heutigen Zustände in den Schulen mit den vielen Neuankömmlingen, haben gerade Frauen schwer. Wenn nicht mehr verbeamtet wird, findet man auch keine Lehrer mehr.
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Mission Dividende
Mission Dividende@MDividende12·
Die Zahl der Verbeamtungen soll deutlich reduziert werden. Die Rentenkommission schlägt vor, künftig nur noch bestimmte Berufe zu verbeamten, zum Beispiel: - Polizisten - Richter - Justizbeamte - Mitarbeiter beim Zoll - Mitarbeiter in Finanzämtern - Mitarbeiter in bestimmten Behörden, z. B. Lebensmittelaufsicht, Ordnungsamt, Baurecht, Datenschutz oder Gewerbeaufsicht Lehrer würden nach diesem Vorschlag künftig nicht mehr verbeamtet werden. Der Hintergrund: Die Versorgung von Beamten ist für den Staat sehr teuer. Weniger Verbeamtungen könnten langfristig Kosten sparen. Wie seht ihr das: richtiger Schritt oder würde das den Lehrermangel noch weiter verschärfen?
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@realmstrthms @MDividende12 90% der Lehrer sind Frauen. Meinst du die gehen in die freie Wirtschaft für 9-17 Uhr arbeiten? No way. Die Arbeitszeiten inklusive Ferien sind perfekt für Frauen. Egal ob Verbeamtung oder nur 2k netto im Monat... Da wird es nicht weniger geben in Zukunft
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mstrthms 🇹🇭 🇹🇼
@MDividende12 Die drei Gewalten sollten weiterhin verbeamtet werden. Legislative, Judikative, Exekutive. Lehrer natürlich nicht. Aus welchem Grund? Weil man keine mehr findet? Dann sucht man sie im Ausland oder zahlt mehr Geld und lässt den Markt das regeln.
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
$ABVX never trust biotech gurus. All paid!
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@dfoltztfha @crypto_biotech Nothing special. What are Costs for $1b revenue? Ah as always for smalltech biotech stocks... No reason to buy before CMS news...big shareholders sold already. Why? Big opportunity costs for years
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BioPharm_the_Magnificent
BioPharm_the_Magnificent@crypto_biotech·
$ARDX Summary of Key Points from the Post Ibsrela (tenapanor for IBS-C):🧐 • TRx (total prescriptions): New record on a 4-week basis.😎 • NRx (new prescriptions): Strongest since the anomalous last two weeks of 2025.💪 • RRx (refill prescriptions): New record.😎 • Total Patients (4-week sum): Still impacted by holiday effects; not yet a record.🤔 • Institutional channel: Accelerated growth noted; however, these shipments are reported monthly, so they are not fully reflected in weekly retail script data yet. He flags this as a reason for caution but also as a source of potential upside. 📈 🔥M-Of_E paints a constructively bullish picture of underlying demand for both products heading into the back half of Q2 2026. 👏🏻👏🏻👏🏻 ✅Record or near-record TRx/RRx/NRx trends, combined with institutional acceleration and new patient growth, align with (and potentially de-risk) Ardelyx’s 2026 guidance and longer-term ambitions for Ibsrela. 🇺🇸 The caveats are standard and well-articulated; the specialty/institutional channel dynamics actually appear to be a net positive that traditional script data may understate. For investors or traders following Ardelyx closely, this granular update is useful for tracking commercial momentum between earnings. It supports a thesis of continued execution and potential for beats/raises if trends hold, while reminding everyone that weekly data is noisy and best viewed in context with monthly institutional figures and actual revenue pull-through.
BioPharm_the_Magnificent tweet media
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@Oddhootcapital Please stop investing in my baby. All your stocks are going down and I never saw old highs again.
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Odd Hoot Capital
Odd Hoot Capital@Oddhootcapital·
Abivax chart study. $abvx We held the downtrend since Nov 2025, for 3 weeks now despite the sudden panic. We saw large buying volume in 2 out of the last 4 weeks. My thesis is that it will reverse along the uptrend shown and go towards $110, then $140 hence I am long.
Odd Hoot Capital tweet media
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@Oddhootcapital You like an underperformer. That's fine. For some people it's a fetish. Most of us want to just beat the market and make big money. ARDX is dying the same way as $BCRX ...you will learn it the hard way. Stop pumping it if you are bagholding. Left and right everything is going up
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@crypto_biotech Stock always go back to $5 no matter what. Profitability makes no difference when this is one tricky pony and high dilution game. Mott isn't buying anymore and tells everything you need to know. Why invest in this when left and right everything goes up?
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@crypto_biotech You are pumping this underperformer since 2002 or so. Still undervalued... CMS news pending... nobody with a brain will buy it before CMS decision...likely buy at low $4 then. Sorry same death spiral like $BCRX
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BioPharm_the_Magnificent
BioPharm_the_Magnificent@crypto_biotech·
$ARDX LOAD THE BOAT! Mortgage your neighbors’ houses. 👇👇👇
BioPharm_the_Magnificent tweet mediaBioPharm_the_Magnificent tweet media
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@mickeychiku Remember this is a French (European company)! US don't like it just like they want to destroy $NVO
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Mickeychiku
Mickeychiku@mickeychiku·
$ABVX Received some questions on how FDA will see this? My views below, some of which some of you have already articulated: FDA doesn’t issue Black Box label like they are issuing bagels. Lot of thinking and negotiations goes into it. BB decisions are based on totality of evidence. Non-clinical, clinical, safety, CMC all reviewers have to come to an agreement that what they are seeing is absolutely triggered by the drug and nothing else. If they conclude it’s the drug, then next step is whether efficacy outweighs potential safety risk? Is this something that can be ignored for now and be asked to monitor in post market safety assessment and reevaluate labeling in 3-5 years if BB is needed at that point? If no conclusion can be reached, Advisory Committee is the last option. If I use Abivax current situations as an example, following will play the role: 1) If high 50mg dose for 52 weeks caused breast and prostate cancer, why didn’t even higher dose and longer duration of total 100mg for 16 weeks + 2 year 50mg + 3 years of 25mg cause those cancers in phase 2 OLM? No drug changes have been made between the trials hence Phase 2 safety data are representative of potential commercial safety as well. Longer the safety data the better. FDA likes it. - Individual patient history: High refractory patients compared to other arms and overall entire study in more severe and prior ~5-6 drug exposure patients. Also use of concomitants and steroids in the trial as standard practice. Is this just carry over from previous drugs? prostate cancer was flagged early during induction and breast cancer appropriate for age. Too early for cancer to trigger. - Robust animal tox studies, pharmacology data, external literatures with no sign of toxicity - No CMC impurities in ~25+ batches of 50mg dose manufactured so far and assessed for any impurity above allowed limit and well characterized new impurities with supportive tox evaluation Based on what we know today, this is heavily tilted toward no BB in my opinion. There should also be pre-NDA meeting with FDA in next 3-4 months. *Not a financial advice. Opinion only!
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@Oddhootcapital Ok so another casual biotech stock with no profits! Just another story, another hype for new drug candidate which is only for making management rich via dilution... I say it again this will go the same death spiral as $BCRX because management doesn't want to sell the company...
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Odd Hoot Capital
Odd Hoot Capital@Oddhootcapital·
@TVercetti1987 high, but revenue growth until >1Bn in 2029 and to get 2Bn by 2035 through a second indication makes this short term tradeoff worth it.
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Odd Hoot Capital
Odd Hoot Capital@Oddhootcapital·
and we have $ardx again at 550M revenue guidance and 1.4Bn market cap and 30% revenue growth at chart support. Another chance to load up on it to make it back to 20% position, after 50% trimming my $apps position which doubled in the last week and now hit resistance.
Odd Hoot Capital tweet media
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
$ARDX smells like a victory for shareholders
TommyVercetti1987 tweet media
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TommyVercetti1987
TommyVercetti1987@TVercetti1987·
@crypto_biotech @amitisinvesting @Sam_Badawi You will find your big boss with $ARDX this won't play out as you dream. Management is weak. One tricky pony. Fighting DaVita and politics never a good idea. Take your BO in 2029 for $9-10 and move on. $LUCD has the worst management. It's a scam
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BioPharm_the_Magnificent
BioPharm_the_Magnificent@crypto_biotech·
Just a need to be honest. I bought $ARDX below $1 with their CRL and talked about why it was going up. I talk about $VLTLF and why it will be $5 to $10+. Lithium with nascent proven tech. Could easily go to $100 with time. I talk about $LUCD - one if the biggest TAMs I’ve seen with an approved medical device. When the get their LCD from Moidx- 5x to 10x in 1 year. (Any day) I talk about $GLSI IF Phase 3 is good (my research and holding this for years is my bread & butter) I win. If it fails I lose. I see it as min 10x now. Last I checked it’s a free country with free speech. You don’t want to know what I paid for $TSLA 10 years ago. (And yes not every stock is a winner.)
BioPharm_the_Magnificent tweet media
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amit
amit@amitisinvesting·
Guys. Andrew Left, founder of Citron Research, is going to jail. This guy used X to move share prices and make $20M. He also tried shorting Palantir and posting on X to get people to short with him. Well…that didn’t work. When people ask me why I don’t post about these sub $500M market caps or low float stocks…this is why. PLEASE BE CAREFUL. I cannot believe some people here with big followings post about these names as if they don’t realize they absolutely can move the stock. Worst is when they post about the stock going up as if they weren’t the ones that moved it…are you begging for the SEC to come visit you? You don’t mess around with the SEC. If you don’t have Elon-lawyer type of money, you really don’t mess around with the SEC. I don’t care how good your thesis is, if the float is small enough to be moved because of your content then YOU HAVE TO take it seriously. I’ve literally seen people ask me to talk about a $30M market cap company as if that would be a smart thing to do. It’s not worth it. It’s never worth it.
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