WallStPirate

3K posts

WallStPirate

WallStPirate

@WallStPirate

I want to collaborate and share ideas, however my posts are not to be considered investment advice. I expect others to do their own due diligence and research.

Boston, Cape Cod Katılım Şubat 2014
105 Takip Edilen481 Takipçiler
Nickiiii
Nickiiii@Nicki_Keystone·
Is it just me or is @Fidelity violently repricing $SIVEF overnights?
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WallStPirate
WallStPirate@WallStPirate·
$NRRSF any updates on permitting?
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WallStPirate
WallStPirate@WallStPirate·
$SLNO 3 of 3 Discontinuation of Vykat XR due to peripheral edema was infrequent, occurring in approximately 6.5% of patients who experienced this adverse event They are seeing pts come back as hyperphgia comes roaring back. Quiting med and coming back is ok
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WallStPirate
WallStPirate@WallStPirate·
$slno 2 of 3 Incidence: Edema (including peripheral edema, facial swelling, and fluid overload) occurred in 27% of VYKAT XR-treated patients compared to 12% in the placebo group.
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WallStPirate
WallStPirate@WallStPirate·
$SLNO 1 of 3 Based on clinical trial data for Vykat in patients with PWS, peripheral edema is a common, generally manageable, and rarely fatal side effect, with the vast majority of affected patients remaining on the medication.
David@davidmiedz

Spent a couple days researching $SLNO. It is a compelling setup, but for me this one's a pass. My main concern is the edema prevalence and the -ve experiences of caregivers on fb groups. Hard to get excited about investing in a company that is going to struggle to penetrate such a sceptical patient community. (Obvs, plenty more to consider here, but i'm not going to write a long thread just to say 'neutral; no position' lmao.) Good luck to @seedy19tron et al. - and thanks for putting out a great report on the company!

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WallStPirate
WallStPirate@WallStPirate·
$hydtf The recent deal they just made could get more interesting over the year. On the Joe Rogan show interview Kennedy said he will allow compounding of about 14 peptides. He let that slip during the interview.
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WallStPirate
WallStPirate@WallStPirate·
$slno VYKAT pts During the Q3 2025 CC, mngt confirmed that despite a drop in new patient start forms and higher discontinuations, many patients have resumed treatment because withdrawal of the drug leads to a rapid return of Prader-Willi Syndrome (PWS) and hyperphagia.
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Keith Abrams
Keith Abrams@DeepSouthDoctor·
$SLNO - like price action this week. Seems that some are realizing that having no current competition, diminished future competition, selling into a sizable rare disease indication, and being robustly profitable while stock price was near 52-week is an attractive proposition.
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WallStPirate
WallStPirate@WallStPirate·
$HYDTF I dont think the co imploded I think its do to hims and the gpl 1 market in general. They did a deal today and a deal a fe wmonths ago. As a thinly traded stock someone selling ir buying 10k shares can cause price disruptions and a big drop scares retails and they sell
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WallStPirate
WallStPirate@WallStPirate·
$SLNO Remember VYKRAT is a lifetime drug thats a lot of money over th elong term and big pharma is licking their chops. wainwight procjects 20% thats 1800 pts and about 890,000,00 in gorss rev add europe and maybe a 50% parket share as they have a monopoly. Mybe 2 to 3 b.
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WallStPirate
WallStPirate@WallStPirate·
to a much smaller # which we should see in the next earnings call. Possibly maybe just 5% I am an optomist.
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WallStPirate
WallStPirate@WallStPirate·
$SLNO 2 of 4 the pts that drop see hyperphagia come roarging back. They are now doing closer monitoring of side effects and quiting and coming back is actually something they say to do. This results in the 10% drop # overall dropping.
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WallStPirate
WallStPirate@WallStPirate·
$slno 4 of 4 most important thing is slno has a monopoly yup thats what they have and a 460k price tag and make a lot of money. Currently 1 in 15k births are born with pws and there are currently approx 10 to 12 k pts in th USA alone and europe have the same #'s as us.
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WallStPirate
WallStPirate@WallStPirate·
$SLNO 3 of 4 The second issue the shorts are trapped with is th efact that they though AARD's drug would prevail instead it was pulled. So lno has zero competition and nothing on th ehorizon for a long time.
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