ValueHunter

@semodough We got our desired outcome $RZLT. I am very bullish. FDA told them to submit the data. Everybody wins.

$RZLT Cantor possible path forward for ersodetug in cHI?The P3 sunRIZE trial of ersodetug (insulin receptor modulator) in congenital hyperinsulinism (cHI) missed its primary endpoint, although there was clear benefit during the pbo-controlled phase and in the OLE. Will the FDA show regulatory flexibility? Next steps will depend on outcomes from discussions with the FDA where we see four possible outcomes.

@doepke_michel $RZLT is a double from here super short term. This will get approved!

$RZLT FDA encourages the Company to submit comprehensive data from sunRIZE and the ongoing open-label extension to inform next steps for the program globenewswire.com/news-release/2…

@AB1001_disciple @envoy_capital I have Zedcor and Supercom in my target list. Have been adding to Grace and Uniqure lately

@ValueHunter7 @envoy_capital I sold some recently. Hopefully we get a bit of a deal over all the spoiled fat people doing these over subscribed financing rounds. Right? ;)

$ZDC $ZDC.V Spotted at a nearby Home Depot... don't recall seeing this here last week

@j16425646 I like it, but these contract are expensive to set up at first and then will generate nice levels of FCF. What is the NPV on this 17mn contract? 3mn USD? Should be up 10% today

$SPCB, a $36mn market electronic monitoring leader, just announced a $17mn contract with Sweden! This enhances the land and expand thesis, and Germany alone could grow to $100+mn. Trades at ~1.5X EBITDA and once traded at 10X sales. Easily a 10X. prnewswire.com/news-releases/…

@MrSchmidt20 I own $SMN.AX. Have followed the story for 8 years. I think we have never been closer to FAA approval. Boeing and now Airbus (via Testia) are focusing on the structural monitoring. The avionics business alone could be worth 15x EBITDA. Very cheap - worth 80 cents ex CVM

In January, I called Structural Monitoring Systems $SMN.AX a "governance arbitrage" with a call option on their CVM tech. H1 FY26 results show the industrial turnaround is self-funding, and operating leverage is kicking in. substacktools.com/sharex/MtCRic_J

@MrSchmidt20 @gezzogero

$CPH.TO WOW. This company is gushing cash.

@Macro_First Stay strong bud. I relate a lot with “great idea, bad timing”. I feel technical analysis helped me a bit with this

1/9 $QURE — Maybe I write this as a way of coping, I don't know. But I wanted to get my story out there.

@cremieuxrecueil Are you in favor of circumcision? Clearly a painful and tough experience for a baby born to experience.

Correct: America is not a White country anymore.

@Virology_FAMERP @grok what is the difference in efficacy between this one and Takeda’s?

We report in Nature Medicine that the single-dose Butantan dengue vaccine showed 65% efficacy against symptomatic dengue and 80.5% protection against severe disease over 5 years, with a favorable safety profile in participants aged 2–59 in Brazil.

@AB1001_disciple I didnt know what at attending was until I started watching “The Pitt”. Great show! highly recommend

Imagine making the surgeon general someone that was never an attending. She has never been in an operating room as the senior physician. Once. In her entire life.

@Miguel_R_Neto @TipsyPandaJ Gosh, that would be awesome

@ValueHunter7 @TipsyPandaJ Maybe an acquisition or a international licensing agreement

Feb 2025 portfolio $SURG.V 29.4% $CPH.TO 22.1% $CLPT 17.9% $RPID 15.6% $TWST 7.6% $AFM.V 6.6% $DCTH 4.7% Cash -4.0% Performance vs SPY: Past 3 months 16.4% vs 2.9% TTM 30.7% vs 13.3% Lifetime (may 2024) annualized 49.7% vs 16.9%

@TipsyPandaJ I dont think we are getting this any time soon. Sun arbitration is the short term catalyst + no more leverage + medicare/medicaid states announcements similar to IL

@ValueHunter7 Not enough man, we need that Natroba expansion

@seny0ure @grok make this in 1 single picture

The sacrifice of parents

@seny0ure @grok make this in 1 single picture

@Jhonffonseca @grok is this true?

🇨🇺 ¡COLAPSO TOTAL DEL RÉGIMEN! En cadena nacional, el viceprimer ministro confiesa la quiebra absoluta del Estado y suplica a los cubanos que cultiven sus propios alimentos para sobrevivir. ¡El comunismo cubano se derrumba y abandona al pueblo a su suerte!

@icextar @grok is this true?

So the rumors are true. He Sold.💔

@GIROTTO @grok - qual eh a porcentagem de aumento para cada carro?

Tudo subiu ,só a BYD baixou Como eles são bonzinhos, não deve ser pq não vendeu né 😬