vak555

@JoseRestonVA Appreciate it, thanks for the thoughtful, as always, reply. Will likely stay on the sidelines, option premium is not really amazing anyhow to sell puts.

It is a combination of factors: Credit (delinquencies in Q1, not only for them but also for Itau, which appears to be tightening ), Brazilian economy + election year, CFO change…and expansion into US will take a lot of time to make it meaningful. It is one thing to go to Mexico or Colombia (or Peru or Argentina if they had chosen that path and another to the US where there are formidable competitors). All of that in the current geopolitical environment…even great banks like this one can get impacted. If I wanted to invest in a Brazilian bank, I would look at Itau first in this current environment. I can’t say where it goes. But if credit deteriorates further next Q and overall market declines, I would not be surprised if single digits. My opinion and I could be very wrong, as I have been many times.

Bought $NU Aug $11 puts

@seedy19tron Hey seedy, i would love to join. Been in bios for 5+ years, on Stocktwits I am VAK7. Also in another discord with some biotech investors you know who can vouch for me. My current positions - overweight tgtx, nktr, omer; full positions in vktx, bcrx, rvmd, sndx, idya

*discord server launch* I still haven’t been able to crack the code in terms of content id like to see on here. It’s too sporadic and whilst still the best place for retail investors to keep up with biotech data , thinking of a BB chat equivalent. For that reason Ive decided to create a very biotech specific discord server (free), for anyone that consciously is keen to chat about biotech. Will try to share all research material, even stuff I’ve not finished. Discuss catalysts and PRs when they’ve come out. In order keep the space limited to actually those who will learn / contribute, I’ll let those interested DM me and add accordingly.

@DueDoctor HSV-1 is way better vector

AAV now relegated to Honduras

@Sandeman52 Relatively easy choice to make for someone who is not a narciss, and self absorbed…$1m vs $45b. But still commendable, Sandeman.

Gun to head and I have a choice: I make 1 million extra dollars Or All of my followers make 1 million dollars. I honestly choose my followers. Not even kidding. Hand to god ☝️

@Sandeman52 Thats an old TGTX price, time to catch up to new one :) And appreciate your conviction and info on NBIS!

Wowww!!!! Woke up to 35k followers and my account is at ATH 🙌🙏👊 35k feels like a meaningful number. Never thought I’d get close to it. Thanks everyone. It’s great to share ideas on here and help each other out. Let’s keep it going!

@Sandeman52 Appreciate the transparency on covered calls. I was slow to embrace nbis, started in 30s, and, continiously lost chunks to sold short term calls, an then reacqured them via sold puts. And, slowly, it is turning into my top 3 realized gainers of all time.

I just rolled 1/2 of my $NBIS $200 Jan27 calls to $240 Mar27

@DanBrickner2 @zipjet Absolutely! Yet no one on X posts about this company. First stop is 17-18 area, but easily mid 20s soon’ish

$OMER reached a billion $$ cap today and realistically it should be at least $2 billion with a approved drug with NO competition and $NVO deal worth itself $2 Billion. $28-30 PPS very soon.

@semodough Is it open to public, can you post a link?

Anyone else listening to $VKTX call ?

$VKTX HCW @ Home With Viking Therapeutics (VKTX) Brian Lian, Ph.D. – Chief Executive Officer Greg Zante – Chief Financial Officer Neil Aubuchon – Chief Commercial Officer Viking Therapeutics, Inc. (VKTX; Buy) Viking’s clinical programs include VK2735 for the potential treatment of various metabolic disorders. The company is evaluating its subcutaneous formulation of VK2735 in a Phase 3 obesity program that includes two Phase 3 clinical trials (VANQUISH-1 and VANQUISH-2). Data from a Phase 1 and a Phase 2 trial evaluating subcutaneous VK2735 demonstrated an encouraging safety and tolerability profile as well as positive signs of clinical benefit. Concurrently, the company is evaluating an oral formulation of VK2735 in obesity, about to enter Phase 3. Viking is also developing VK2809, an orally available selective thyroid hormone receptor beta agonist for the treatment of lipid and metabolic disorders. The compound successfully achieved both the primary and secondary endpoints in a Phase 2b study for the treatment of biopsy-confirmed non-alcoholic steatohepatitis (NASH) and fibrosis. In a Phase 2a trial positive data were also delivered for NAFLD and elevated LDL-C patients When: March 17, 2026 @ 11:00am ET

@Sandeman52 What % of your shares are hedged by sold calls, and what strike/duration?

Post the good….and the bad. To be clear, I won’t lose a wink of sleep. Up massively in the past week.

@DueDoctor @BevTchangMD @RNAiAnalyst @maziardoustdar Thats pretty bold…but you are in the biz, so, perhaps. If you get the gig, bring me along as CAE.

@vak5555 @BevTchangMD @RNAiAnalyst Tell @maziardoustdar to hire me as a consultant with only payment is equity and I’ll get the company worth twice as much in 3 years

I wouldn't call 23% a miss. SURMOUNT-1 data reminds us that tirzepatide did not work for weight loss in ~10% of people. All of my patients who didn't see significant #weightloss with tirzepatide will be trialed on CagriSema. Amylin introduces a different mechanism. The differentiation here will unmask the heterogeneity of #obesity

@DueDoctor @BevTchangMD @RNAiAnalyst Thoughts on best fit for NVO BD in light of cagrisema results - gpcr, vktx, something else that can compete with tirzepatide?

@BevTchangMD @RNAiAnalyst >MGMT states 25% >Misses >stock erases tens of billions of dollars >Cagrisema still toxic >Denmark experiences Nokia Style Recession >Dr. DD keeps getting away with it

@TheLongInvest I LOVE how jews and Israel lives rent free in your head. Keep dreaming.

The crash will be glorious

@TheLongInvest Not going to happen, Iran regime that u love so much is a dead man walking.

What can settle the market (in the short term)? - New FED Chair makes a statement that they will remain independent and will acknowledge Trumps demands for lower rates but will assess in accordance their procedures - Make a deal with Iran, stop fighting other nations made up wars, be firm with Iran buts deal can be made - New IPO’s, this rejuvenate a tentative market right now, cancelling them which OpenAi are likely weighing up right now is not a positive signal - Supreme Court officially states that they will not announce a verdict on Tariffs until July, before the summer recess - $NVDA smashes their Earnings

@SignItINC @TheLongInvest What else is he going to post about?! Not NVO, HIMS, OSCR or UNH.

@TheLongInvest You're obsessed with Israel.

That’s a funny way to spell Israel.

@ronaldtgoldman @semodough Seems like based on trial timeline, approval is far away, we are talking 2030 or 2031. It’s interesting - instead of spending money and time on azercel, they should have prioritized Bruimvi pipeline dev - like earlier sub q trial, kids, etc.

@vak5555 @semodough TAM is small but remember these are lifetime customers, snowballing revenue

$TGTX Study Design of a Phase 3, Randomized, Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II abstractsonline.com/pp8/#!/21408/p…

@rezfszubagoly So, how do you see Q1 numbers given the dynamics observed in Q3/Q4? Imho LT DC rates will mimic those observed in the study, and, those patients that were down titrated or under titrated will eventually go back up in dose, assuming they are able to tolerate it. Good r/r.

$SLNO Fear, not fluid. Downtitration driven by fear not side effects. mordechaison.substack.com/p/slno-fear-no…

@semodough Common Jeffries, you can do better. Clearly 2026 will not be 873m. After that 873, no point to look at later years. Likely 930-940 in usa, plus 40-50 in EU

$TGTX updated Jefferies model 2.1 Billion revenue 2031

@Lucy3370 3. Is somewhat deserved and true. Yet 1. And 2. Is enough to value TG much higher. Don’t know how much i will have to wait…but this stock will see 50s and possibly 60s.

$tgtx I can say with 100% confidence. 1. SP undervalued based just on iv sales 2. O% value given for subQ 3. 0% value given for Azer-cel