guy jud

@jeromeleonard5 @MetallRain_ @monaco_biotech Will FDA want to see OS ? I’m fairly certain PFS will look good but have heard from some KOL that there is very fast progression once response stops. I’m sitting this one out

@MetallRain_ @monaco_biotech This is my assumption as well. Or based on the 1st they did a reset of total events needed for a second data lock. Keeping the 130 events from the phase2b for the full patient pop, was not a bright move for sure. It makes this foreeseable new delay, reflect badly upon them.

$IDYA IDEAYA Biosciences Upcoming Investor Relations Events and Updated Darovasertib Topline Results Guidance from Phase 2/3 OptimUM-02 Trial • BioPharmCatalyst biopharmcatalyst.com/company/IDYA/n…

@SpikeEskin Stat track is what drives me nuts . It’s used off and on and is extremely distracting , esp when the circle each player w their name , like a vid game

I am watching last night's Sixers game. It appears as if the play by play broadcast is slightly ahead of the video which is making me insane. Was it this way live or is it just me?

@one_foothurdle @value_invest12 Well said . I nominate you to run $WW

I think there are so many unforced errors that I have a hard time seeing how $WW will succeed with the current path they are on. I mean they are loosing so many behavioral customers that do not convert to clinical. That is just so much marketing capex weakling outbid the door that $WW has to spend again to make up for it. It just so sad when you try to observe it objectively.

New writeup (link in bio): WW still looks broken on the surface. Behavioral subs are falling fast. But Clinical is growing so quickly that the whole earnings power story may look very different 12–24 months from now. I break down why 2026 could be the transition year, 2027 the inflection, and 2028 the real payoff.

@one_foothurdle @value_invest12 I should probably just sell and take the loss rather than complain about what I don’t like -I’m not being paid to consult for $WW

@one_foothurdle @value_invest12 They have released studies showing success, but I’d think marketing would be most effective targeting your own behavioral base and more partnering with companies/HMO . Also Very stupid to make behavioral base have to upgrade app that confuses them . Not a fan of CEO .

@one_foothurdle @value_invest12 HIMS/RO def are better at digital marketing , but if behavioral component becomes more important longer term , $WW is much better positioned, at least that’s bull case . clinical retention should be > and pricing higher to account for value add + potential to partner .

(2/2) The timing mismatch is the real risk This is what concerns me most. WeightWatchers is simultaneously facing: •a 26% decline in behavioral subscribers from a much larger base •heavy marketing spend to support the clinical pivot •a clinical business that may require extended payback periods before contributing real profit •a balance sheet and capital structure that leave little room for prolonged inefficiency This creates a dangerous mismatch: The legacy business is losing cash flow now, while the clinical business may not generate meaningful economic contribution for a long time — if ever. In other words, even if clinical subscriber counts continue to rise, the company may still be destroying economic value if it is buying that growth at unattractive returns while legacy gross profit erodes. Management’s “brand investment” explanation misses the point Management will likely argue that marketing is not just for clinical acquisition. They will say it also supports: •the WeightWatchers brand •behavioral retention •app improvements and engagement •funnel awareness •broader repositioning of the company All of that may be true. But investors should focus on outcomes, not narratives. Competition only makes this harder This is before factoring in competitive pressure from $HIMS, which in my view is structurally better positioned in: •digital customer acquisition •performance marketing •creative execution •funnel optimization •direct-to-consumer subscription merchandising If WeightWatchers’ clinical strategy depends on continued heavy paid acquisition, it is entering a market where stronger digital-native competitors may have a clear advantage.

$dcth Oregon Health & Science University Hospital is 29th active site . Good progress also on breast and CRC trials , w 2 of 15 and 10 of 26 sites now actively recruiting . I still fully expect additional studies/trials planned w color later in 26

@TulipoJM The CEO uses a bunch of fancy corporate speak buzzwords which always unnerves me makes it make me think big company consultant mentality -ask your users what they want

@jud_guy Imo the focus should be making tracking as easy as possible

$WW Core user reviews remain mostly negative. These members feel the app is "cluttered" with clinical features they don't use, making the basic points-tracking experience more tedious. Med+ reviews are generally more positive. Easy fix : let Core use old version if desired

$WW valuation seems really low but until behavioral declines moderate , hard to be super optimistic .

@TeleHInvesting @Rendezvous2332 I tried using free version of sensor tower for download info and Gemini to estimate and I found them of little value in predicting customer trends for Q4 . The app reviews were most helpful because the mixed reviews stopped me from adding on weakness . I do own some stock ugh

I was actually surprised to see $WW down so much M/M. I have already seen $LFMD and $WW change their subscription fee to fight for share. Ro has just done things right from the beginning. They have really good backing and access to capital. Also have had great marketing, but I see $HIMS and RO as the biggest competitors here. $WW is a bankruptcy turnaround and $LFMD is a micro cap. Just as a note, this data is merely anecdotal. Website traffic is not a perfect science by any means for accurate projection of user group/revenue forecasting.

Feb Website Traffic $NVO largest telehealth partners: RO $WW $LFMD Feb saw a slight decline in website visits. This is due to lower days in Feb as well as a little expected decline after the huge Jan we had. Ro is crushing it from a market share perspective, but they will have $HIMS to compete with in Q2. $LFMD is holding steady whereas $WW saw a massive plummet in traffic.

@TeleHInvesting @Rendezvous2332 Thanks for sharing . On CC , WW said 45% of annual marketing spend frontloaded to Q1 so disappointing traffic would crash so quickly in Feb . What do you think makes Ro so successful . Serena ?

@Rendezvous2332 This data is from Semrush. Not a perfect science, but have seen it directionally correct when correlating with other factors.

@TroyJFar I don’t agree guidance was terrible, but it’s def a lot of moving parts to consider . behavioral is a low cost way to acquire clinical so strategically they are doing what’s necessary. I still think clinical + behavioral > clinical only . Would like to see more B to B in model

$WW Not suprised it’s pulling back from the morning pump. Guidance was terrible. Still much work to be done here.

$LNSR had the past 2 quarters not slowed dramatically , I would have considered buying into a possible merger termination bloodbath , but alas the core biz , whether bc of merger distraction or not , keeps me on sideline unless decline gets really silly

@CapitalVennett What delay? It seems like it has been rolled out in stages already, albeit to mixed reviews

$WW added some size into the close. Like the R/R into the print BMO on Monday. Everyone expecting a disaster Q and potential guide but at this price I think the upside is positively skewed. App launch rollout delay makes me a little worried. Was $34 last print. Closed at $21

@LiamContraire @InvestSpecial valued on sales , stock very cheap here even w/o a deal . Being in perpetual limbo must really hurt morale. CVR looks unattainable too given deceleration , but very tempted to get back in - figure they could always restructure as a strategic partnership-tech is very good

@InvestSpecial I think the CVR is very reasonable given the size of the $ALC sales machine which is 40x the 50 or so sales reps $LNSR has currently. The longer this drags on the less likely that procedure target gets.

Spread on $LNSR has widened again and now stands at 32%. Closing timeline extended to Q1’26 from H2’25. The delay is likely due to the ongoing government shutdown. However, the downside protection thesis is clearly starting to crack.👇

Good summary of $KRMD quarter . Been trading this stock for 3+ years. ASP currently $3.91 . I increase position by 40% this morning

@TimRoya69278191 @RobertMarcin I am glad to see a new CEO . She has moved at a glacier pace , particularly in the oncology infusion clinic setting, but she did do a good job turning company around

@RobertMarcin Sorry to hear that Linda is retiring. Still on BOD and all systems on "GO"!!

Excellent numbers from Koru Medical, my SubQ drug delivery system company. Q4 was in-line strong, but the 2026 outlook is beat vs Street consensus. At $4.31 the EV is around $185 million, and only 3.5x's and 2.85x's my estimate of2026/2027 revenues. That is very reasonable, if not cheap valuation for a company growing mid 20% organically with high visibility, and 65% gross margins. In health care/med tech industry these days, that's not jus rare, that's Unicorn status. I am more a value investor than growth guru, but I see many companies with far less visible sales growth and lower margins trading for higher ev/sales ratios. Stock corrected 30% from 52 week high and represents a much better entry point. I intend to hold this position very long term for company's exceptional compounding revenue growth. Do not intend to harvest short term profits here, even when shares overbought. As always no investment advice and perform own DD.

@ojmayolebron Trials have been an impediment b/c patients are usually excluded if they have had LDT . It’s insane IMO that currently trials exclude LDT because once there is too much liver meta hepzato much less effective or patient no longer eligible . Believe NCCN will change esp w Chopin

@ojmayolebron The trials have been an impediment to DCTH , but darv is neither a cure nor likely to have better survival data ( kimntrack doesn’t either ) . Ultimately if approved I think hepzato will be used in combo w both drugs

$DCTH Totally get the frustration, but it's still really hard to get to revs below $110 m at current rates disclosed on CC. He should be discussing the TAM and pathways to new indications as otherwise, the R&D and SG&A ramps w/o a potential payoff cause valuation to stay low

@ojmayolebron Kimmtrack is for HLA + and Darv ( at least initially ) will be used (if approved ) for HLA- . Hepzato can be used for any mum patient so long as liver isn’t > 50% meta