ljp0101

4.2K posts

ljp0101

ljp0101

@ljp0101

Attempting to escape the permanent underclass

Katılım Eylül 2020
623 Takip Edilen1.1K Takipçiler
ljp0101
ljp0101@ljp0101·
@Merridew__ $CRBS has been trading at 300ish on hyperliquid for a week. Interesting that real price discovery didn't seem to affect IPO pricing and bankers again get to put a multibillion dollar windfalls into chosen pockets through allocation, which I'm sure they won't abuse.
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ljp0101
ljp0101@ljp0101·
@TigerThesis @MikeFritzell It's a governance feature that there's no way to follow the law and its shifting interpretations while getting anything done. Every situation is a double bind. It really has gotten better over time though and there's reason for optimism.
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ljp0101
ljp0101@ljp0101·
@TigerThesis @MikeFritzell He was naive and didn't insert himself into a political patronage network, which would have required dirtying himself, so became a convenient target of opportunity. Outcome is basically the Indonesian state immune system rejecting a cleanish and uppity outsider IMO.
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ljp0101
ljp0101@ljp0101·
@d_esposito37712 @Bullstkpicks They released interim data. Q4 release will have additional patients so higher n plus follow up data on existing patients so possibly higher ORR/CR on the interim n that are responding. So I don't think it's fair to naively compare ORR against other HNSCC treatments.
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Santezeq
Santezeq@d_esposito37712·
@ljp0101 @Bullstkpicks May I ask how that works? I see there are more patients to go on INBX-106 than on mono arm
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Bull Stock Picks
Bull Stock Picks@Bullstkpicks·
$INBX 106 should trade the stock materially higher. This was not single-arm noise. Randomized 1L HNSCC vs pembrolizumab: 106 + pembro: 44.0% cORR Pembro alone: 21.4% cORR More than 2x control. Then the key validation: 3 complete responses with 106 0 with pembro Deeper tumor shrinkage. Up to 15x T-cell proliferation vs 2.5x with pembro. This checks the box that matters: 106 is adding real clinical and biological benefit on top of Keytruda. Before today, the market was mostly valuing 109. Now 106 deserves real value. My view: stock should re-rate hard. Not financial advice. Long $INBX. inhibrxbiosciences.investorroom.com/2026-05-11-Inh…
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ljp0101
ljp0101@ljp0101·
@avidresearch @Jul05310473John Pembro ORR will finish at 30%. Two >30% shrinkage didn't count on a technicality because the scan was ongoing, which is cheeky. KEYNOTE-048 ORR was 23% and a better baseline.
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avidresearch
avidresearch@avidresearch·
@ljp0101 @Jul05310473John Agree! Pembro mono group doesn’t have anyone in 20-29% shrinkage range that could turn into a response with follow up vs 4 for INBRX-106 combo, so ORR could definitely close the gap with petosemtamab . $INBX
avidresearch tweet media
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ljp0101
ljp0101@ljp0101·
@avidresearch @Jul05310473John This was an interim readout and ORR will end up being higher as 4 of 25 that didn't threshold are still responding and close. Critiques about better combo drugs are mostly arguing for triple therapy IMO.
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avidresearch
avidresearch@avidresearch·
@Jul05310473John That’s the catch with I/O. While ORR is a bit lower, mPFS for its combo could match Pembro plus Peto. Besides, a turbo charged PD1 is worth a LOT (beyond HNSCC) $INBX
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ljp0101
ljp0101@ljp0101·
@Molson_Hart It's not even necessarily more uncertain but that you're hyperaware of your risks. Good news is you have full agency and huge influence on the outcome. Employees think they have certainty when in many cases they're the proverbial turkey on Thanksgiving.
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molson 🧠⚙️
molson 🧠⚙️@Molson_Hart·
When you start a business, things are UNCERTAIN. You don’t know if people will pay for your product. But that doesn’t necessarily mean starting that business is RISKY. If you don’t invest your own money and have a salary paid for by investors it’s not risky at all. It’s just uncertain. Now suppose you want to make a movie and you finance it with personally guaranteed debt. That is not only uncertain but risky because movies are notoriously hard to predict the success of and because using debt means that you will go personally bankrupt if your movie fails. What I feel like most people don’t understand is that high upside new businesses do not need to be risky but they almost always are uncertain. So if you can learn to tolerate the uncertainty and figure out how to set things up so it’s not risky, you can make a lot of money and be free from employment.
Alexis Gallagher@alexisgallagher

@Molson_Hart "risky" vs "uncertain" is a check we're waiting for you to cash. please do explain

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ljp0101
ljp0101@ljp0101·
@Bullstkpicks That waterfall chart, wow. ORR & CR are both going to go up. ORR will hit 60% if three of four still responding patients convert.
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Bull Stock Picks
Bull Stock Picks@Bullstkpicks·
@ljp0101 See my post, people are just looking at headline ORR which you mention but it is all about delta. I think bio funds will buy this up. It’s so undervalued when you take 106 alone with 109.
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ljp0101
ljp0101@ljp0101·
@briangobosox Feels more to me like they're settling in for the duration in case Trump keeps things not kinetic. Allowing LNG to go to Pakistan follows similar logic, although Qatar has to be the source given Iraq and Kuwait aren't producers and they want to destroy UAE.
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ljp0101
ljp0101@ljp0101·
@briangobosox Iran allowing Iraq to transport oil to China cleanly helps out their ally plus keeps Iraq not unfriendly, i.e. no possibility of ground invasion basing, by alleviating the economic disaster they were imposing, all the while remaining blockade compliant.
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Brian McCarthy
Brian McCarthy@briangobosox·
A tanker of Iraqi crude sails thru the Strait, after a Qatari LNG tanker yesterday. It’s unclear, but let’s assume they paid a toll. That’d be a significant sign of weakness on Iran’s part. Every shipment is like air to the Trump Administration.
خبرگزاری فارس@FarsNews_Agency

🔴 نفت خام عراق با اجازۀ ایران از تنگۀ هرمز عبور کرد نفتکش «AGOIS FANOURIOS I» که حامل نفت خام عراق بوده پس از عبور از تنگۀ هرمز در آب‌های دریای عمان سینگال ارسال کرده. ۱/۲

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ljp0101
ljp0101@ljp0101·
@MikeFritzell So the advice is functional. I don't think it'd make a victimised Asian feel better that the criminal wasn't racist and they weren't victimised for being Asian!
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ljp0101
ljp0101@ljp0101·
@MikeFritzell I'd be concerned if my mother walked around SF or NYC on her own. And I think Asians from Asia would have less street awareness than she does given the situation is unthinkable in North Asia & Singapore.
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Michael Fritzell (Asian Century Stocks)
Michael Fritzell (Asian Century Stocks)@MikeFritzell·
Yesterday, a Singaporean friend of mine told me she would never go to the US, because all the anti-Asian street violence. I'm surprised - no idea where these stories are coming from.
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ljp0101@ljp0101·
@MikeFritzell Nobody cares about "polar bear hunting" and it's more mentioned as a joke than anything else but it's the same phenomenon. Wish we could solve problems as a society instead of racialising them.
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ljp0101
ljp0101@ljp0101·
@MikeFritzell The violence is real but the explanation is false. There's been a marked increase in urban lawlessness in SF/NYC/Oakland and Asian political leaders raised awareness about & campaigned on specific incidents as they labelled as violence against "Asian elders".
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ljp0101
ljp0101@ljp0101·
@Deshpacito661 @SpaceX is subject to the same ITAR rules and has zero problems recruiting despite relatively crap pay. Primes pay decently, particularly relative to the low amount of effort expected, but work environment is toxic for the ambitious.
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प्रतीक देशपांडे (India Infographics Guy)
प्रतीक देशपांडे (India Infographics Guy)@Deshpacito661·
If you work in tech, there is a sector where no H1Bs are allowed to work: Defense. There is no “competition” there. But guess what? That sector is unattractive for a reason. It pays poorly. It’s low tech. You will be working with tech that’s several generations behind what the big tech firms are using. That’s not a coincidence. When an American sector of the economy is exposed to global competition (in this case, a global talent pool), it’s forced to adopt labor saving, productivity enhancing innovations to compete. At the start the protected sector may pay higher. However, over time the productivity gap grows. The higher productivity means that there is a higher compensation ceiling.
molson 🧠⚙️@Molson_Hart

I will explain how American citizens can beat an H1B. First, there are 3 obvious ways, then I will teach you how to really beat them. 1. Work for a company that doesn't hire H1Bs, from startups to family owned companies 2. Start your own business 3. Leave the country for somewhere cheaper and work US jobs remotely Okay, here's how to really do it. Find major cash-rich corporations that hire H1Bs. Apply for their jobs. Get rejected. Find the allegedly secret job postings they do. Apply for those. Get rejected. Offer to work for the same salary as the H1B, note how many people they are hiring who are citizens vs. non-citizens and whether or not the companies have in-group preference (I am constantly told that Indians only hire Indians). Once you have stacked enough rejections (because people say it's so impossible to get hired because h1b's...), cycle through labor attorneys who will work on contingency and sue these corporations for discrimination against citizens for H1Bs. You don't need to take these to trial, just settle for cash over and over. That's how you beat H1Bs.

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ljp0101
ljp0101@ljp0101·
$SIMO "Following hearings conducted in October 2025 and March 2026, the arbitration proceedings have concluded, and the parties are awaiting the issuance of the final award."
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ljp0101
ljp0101@ljp0101·
@DasWreck @stoked_on_waves @CapitalShipyard I was under the impression not appointing an equity committee can be litigated and gum up the works? And prefs should get info access committee provides regardless given there's a reasonable claim basis. IIRC, WaMu equity committee was the result of litigation.
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🦍@stoked_on_waves·
168M for the prefs if everything works? At least someone is having the fight but redoing the RSA would be like a year long adventure and the company might end up liquidating🤷‍♂️ restructuring.ra.kroll.com/QVC/Home-Downl…
Swampdonkey@NorthFlyInvest

$QVCGP Cygnus Capital filed in SDTX seeking an official equity committee laying out their objection to prepack. Argued QVC's bankruptcy plan would siphon all company's available value for benefit of creditors of a subsidiary and leave preferred shareholders with nothing.

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ljp0101
ljp0101@ljp0101·
@fabreres @toy59496 Think break fee finds its way to Mayne in the distant future but too late to matter. Anything beyond that is completely speculative. Problem for PE is they probably need to clean this lawsuit up before exiting Cosette.
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Fabre
Fabre@fabreres·
@ljp0101 @toy59496 I assume you both caught the Organon sale? I am totally discounting recovery from Cosette as predictable; it’s doctrinally too complex (causation, veil piercing) to handicap. I should think price will inflect when NSWCA rules against C in their appeal against the MAC finding.
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Robin Dods
Robin Dods@toy59496·
$MYX.AX : DistributeRx x.com/ljp0101/status… The headline DistributeRx numbers are not as good as might otherwise be believed because even though they say it's a direct consumer line, the majority of it gets repiped towards GoodRx which has an inefficient Gross to Net margin. It's essentially a rebranding of the prior disintermediation strategy but with the addition of opening to third parties. Same people with different titles and half a million dollars cash sunk. Having said that, if they can actually get third parties to use it, stranger things have happened then this little startup becoming more valuable than the company. So I think it's an interesting strategy but the majority is still PBM and there is margin contraction as even with decelerating growth the underlying gross profit is decelerating even more. I'm actually quite surprised that it's gone up 10% today but maybe there's something else going on.... Still a long way to go...
Robin Dods tweet media
ljp0101@ljp0101

@toy59496 Price action is about DistributeRx momentum. It's a clever business model, particularly for self pay heavy lines like derma. They're not forthcoming about the economics but should have huge operating leverage and be good for rep engagement with doctors.

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Keşfet

@Merridew__ @TigerThesis @MikeFritzell @d_esposito37712 @Bullstkpicks @avidresearch @Jul05310473John @Molson_Hart