Iota Research

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Iota Research@iotaresearch·2d

@JoseRestonVA Yes, I haven’t been able to figure out the secondary closing mystery either. I’m relatively new to biotech but don’t remember another instance like this? Do you? Would love to know who got in, if it was upsized etc.

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Jose Hurtado@JoseRestonVA·3d

Thanks for sharing. This one does not worry me as long as the rationale for owning it holds. So far, based on the data presented…that is the case. Only item that gets me curious is that I did not see any announcement about the secondary closing. Maybe in earnings. Otherwise, I am much less sensitive to price fluctuations than most people here. Thanks again!

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Jose Hurtado@JoseRestonVA·3d

Best month since November in my bio portfolio (+16%). Outperformers: $ORKA (runup to data, partial sell at $101, and closing call options after data) , $RVMD (data), $MPLT and $LBRX these 2 I don’t know why…but I don’t complain as they are still undervalued to me) Underperformers: $NAMS, $CTMX, $GPCR Of all names in my portfolio, I am not comfortable with $JANX (I did not like the lack of transparency in ‘808). Staying for now. Still underinvested in biotech. It will continue that way. No idea how next months will look like…maybe opposite for me :) Swiss portfolio - normal behavior. Good year so far.

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Iota Research@iotaresearch·4d

@Pharmdca $CTMX is on a similar pullback following their offering in March. Currently $4.10, should be $7+ in next few months

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Pharmdca@Pharmdca·5d

$NKTR Long great buy opportunity on dips post data readouts for both atopic dermatitis and alopecia areata & upsized secondary of $325 million. Market valuation still undervalued considering the global market TAM for both these indications. Normal pullback post data after stock hit triple digits.

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Iota Research@iotaresearch·4d

Today looks like a local technical bottom across a lot of $XBI and maybe the index itself. Sell-off may continue, but I'm buying heavily today.

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@OMNI_Token x.com/iotaresearch/s…

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Iota Research@iotaresearch·4d

$NKTR - Support is coming. Looks like ~$81 will be roughly the bottom. Could test the channel for a few days, but r/r here is great. Upside is + ~34% back to $109 previous '26 high then ~$125 over next few months

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Iota Research@iotaresearch·6d

@livewithoscar Oscar put his new Sol address in his GoFundMe description for anyone looking to donate! Address: DZpuSeoRSToSCkB2ceD5K4g6BZj8YPKpnvguJ7HneFeG Confirm for yourself here: gofundme.com/f/help-restore… @TobiasJochike @OnchainMozart @ZMattzzz @kos71s @SKupeal1973 @haha_obi @1_gote

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OMNITRADING Token@OMNI_Token·6d

Ugly video today... youtu.be/4mmV9RzgKBk OMNIACS, I need you! I can use a few friends right now! #GoFundMe link: below Video

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Iota Research@iotaresearch·6d

@livewithoscar Oscar put his new Sol address in his GoFundMe description for anyone looking to donate! Address: DZpuSeoRSToSCkB2ceD5K4g6BZj8YPKpnvguJ7HneFeG Confirm for yourself here: gofundme.com/f/help-restore… @TobiasJochike @OnchainMozart @ZMattzzz @kos71s @SKupeal1973 @haha_obi @1_gote

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@livewithoscar @cryptovillain26 @OMNI_Token x.com/iotaresearch/s…

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Tobias Jochike@TobiasJochike·6d

.@OMNI_Token's wallet just got compromised and his coin got one clipped from 5m to 0, just like riverboat. He has been working hard on this project for months now. I'll hold 10% of supply and fees to redirect to him when he can make a new wallet.

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Iota Research@iotaresearch·6d

@livewithoscar Oscar put his new Sol address in his GoFundMe description for anyone looking to donate! Address: DZpuSeoRSToSCkB2ceD5K4g6BZj8YPKpnvguJ7HneFeG Confirm for yourself here: gofundme.com/f/help-restore… @TobiasJochike @OnchainMozart @ZMattzzz @kos71s @SKupeal1973 @haha_obi @1_gote

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Oscar Carboni@livewithoscar·6d

@cryptovillain26 @OMNI_Token Thank you. I have been a foundation for my OMNIACS. Now I can use some help!

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OMNITRADING Token@OMNI_Token·27 Nis

New Video Out! #tradingexpert Oscar Carboni Says: OMNI Neutral Monday! #silver Fans: Remember April 27 1987?? 4/27/26 Video #3061 youtu.be/kDKzACuN8EA #nasdaq100 #omnitradingtoken #april271987

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Iota Research@iotaresearch·6d

@livewithoscar Oscar put his new Sol address in his GoFundMe description for anyone looking to donate! Address: DZpuSeoRSToSCkB2ceD5K4g6BZj8YPKpnvguJ7HneFeG Confirm for yourself here: gofundme.com/f/help-restore… @TobiasJochike @OnchainMozart @ZMattzzz @kos71s @SKupeal1973 @haha_obi @1_gote

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Oscar Carboni@livewithoscar·6d

Traders! I am sorry to say that my crypto wallet hacked. All my OMNITrading coin has been liquidated. Those of you that follow me know I am extremely careful but today I got hit. As I try to restore my account any help you can give me would be appreciated gofund.me/8254b3a85

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Iota Research@iotaresearch·23 Nis

When $lulu gets cheap enough, @ChipYVR is going to buy them via $AS You heard it here first.

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Iota Research@iotaresearch·23 Nis

$LULU - WHAT are they DOING...😖 didn't listen to @ChipYVR 1. Any $NKE exec probably shouldn't have been considered 2. She was #2 on Donahoe's disastrous DTC strategy & got FIRED by Elliott Hill 3. Her experience (@Nike + @LEVIS) is all at legacy brands ST TA PT: $124 (-20%)

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Yahoo Finance@YahooFinance·23 Nis

$LULU sinks after naming Nike veteran Heidi O’Neill as new CEO

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Iota Research@iotaresearch·23 Nis

$LULU - WHAT are they DOING...😖 didn't listen to @ChipYVR 1. Any $NKE exec probably shouldn't have been considered 2. She was #2 on Donahoe's disastrous DTC strategy & got FIRED by Elliott Hill 3. Her experience (@Nike + @LEVIS) is all at legacy brands ST TA PT: $124 (-20%)

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Brian McGough@HedgeyeRetail·22 Nis

Heidi O’Neill is literally the WORST choice to be the new $LULU CEO. She’s going to turn this company into an even hotter mess than it already is. So much talent out there and they picked the person that did nothing but fail at $NKE. The Board messed up big time here. I know me being loud on this ensures that I’ll be blocked from all access. I don’t care. This is laughable.

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Iota Research@iotaresearch·23 Nis

$LULU - WHAT are they DOING...😖 didn't listen to @ChipYVR 1. Any $NKE exec probably shouldn't have been considered 2. She was #2 on Donahoe's disastrous DTC strategy & got FIRED by Elliott Hill 3. Her experience (@Nike + @LEVIS) is all at legacy brands ST TA PT: $124 (-20%)

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SuspendedCap@ContrarianCurse·22 Nis

$LULU I just like can't wrap my head around it. This has got to be one of the worst boards on the planet now. Intel level suicide. Wilson is trying will some actual decent figures and then you go to pluck the PRESIDENT of PRODUCT and BRAND from a DEAD brand Truly insane

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Iota Research@iotaresearch·23 Nis

$LULU - WHAT are they DOING...😖 didn't listen to @ChipYVR 1. Any $NKE exec probably shouldn't have been considered 2. She was #2 on Donahoe's disastrous DTC strategy & got FIRED by Elliott Hill 3. Her experience (@Nike + @LEVIS) is all at legacy brands ST TA PT: $124 (-20%)

Read Chip’s letter: $LULU needs a product-OBSESSIVE, visionary leader not another corporate operations/finance drone that GAAP-ivized the company in the first place Will say though that $RL shares have strongly outperformed peers like $NKE $ADS and $DECK

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Iota Research@iotaresearch·22 Nis

@Investorclimber @WassimLaroussi3 Today isn't scary but maybe a setback. Same big red bar happened on last breakout in Dec/Jan. Chart does look more constructive this time (higher highs since Jan 30 bottom) and if we hold $2.27 (& more importantly $2.20), this may just be a consolidation on the trip higher

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Investor & Climber@Investorclimber·22 Nis

@iotaresearch @WassimLaroussi3 Also, and because $PALI have been moving quite easy between 2.6-2.7 and 1.6, this addition to the position was sized considering that it would not be a surprise to see it again around 2, where additional cash can be deployed.

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Investor & Climber@Investorclimber·22 Nis

Increased $PALI at 2.4$/share.

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Iota Research@iotaresearch·22 Nis

@BoringBiz_ Here are the loans (mainly by $BX) made for Medallia. Found with bdctransparency.io

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Boring_Business@BoringBiz_·22 Nis

Thoma Bravo is reportedly handing over the software company Medallia to creditors after restructuring negotiations failed to materialize This is a $5.1 billion equity wipe out for the firm, who bought the business for $6.4 billion in 2021 Largest creditors include Blackstone, KKR, Apollo, Antares and Ares This loan was last marked anywhere between 70c to 100c on the dollar, according to most recent BDC filings from them

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Iota Research@iotaresearch·22 Nis

@WassimLaroussi3 @Investorclimber R/r isn’t worth to chase it here imo, you could’ve had under $2 past month or two. Unless you’re less price sensitive and want to buy and hold

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Wassim Laroussi@WassimLaroussi3·22 Nis

@Investorclimber I’m very tempted to but I would have to sell either $IDYA or $COGT as my clinical plays … hmmm

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Iota Research@iotaresearch·21 Nis

@PickingMyOwn It’s been great seeing your posts on $ctmx. Do you have a target near term? I think $6.20-6.90 looks reasonable based on charts

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Panther@PickingMyOwn·20 Nis

$CTMX you can be sure this is going higher.

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Iota Research@iotaresearch·20 Nis

@Sanctuary_Bio Is there a chance Scorpion drove the price down maliciously? Crazy how the valuation changed from summer to now

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WC@Sanctuary_Bio·20 Nis

$SLNO I'll just leave this here...draw your own conclusions Party A actually offered $86/share on on May 22/25. Withdrew in late June citing IP and concerns about commercial prospects in Europe end of this story

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Iota Research@iotaresearch·16 Nis

@BioValues @john_hersc79276 Did you have a good amount of $anl in there?

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BioValues@BioValues·16 Nis

@john_hersc79276 Definitely plan to going forward

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