vrotjan
4.5K posts


@BDC_Analyst @idonas11 @BlueDuckCap While I am concerned that I am in a $lqda bull echo chamber the long wait for a judgement has to be bullish for LQDA. Judge Andrews ruled against a PI because he had doubts about UTC's case. If the trial changed his mind he would prioritize a judgment in a rush to rectify a wrong
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@Newzroom405 Cyril is right. We dont want investment and a bigger cake. We want a teeny, tiny cake with politicians to share out the crumbs.
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[WATCH] "Singling out BEE laws is quite dishonest," President Cyril Ramaphosa responds to South African-born American businessman Elon Musk's claims that SA policies are racist. #Newzroom405
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@AnnaFlorcia $lqda You forgot to mention
- UTC Mist tested on healthy patients
- Experienced less cough relative to umm, ummm ...... hell yea, we are pumped!!!!
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$LQDA Q1 in two weeks.
48 to 64 sales reps by end Q2. Increase PH-ILD awareness.
Scripts still in a linear increase.
L606 Ph3 starting soon with first patient in a few weeks.
Referral to fill still at 85%. No hurdles left on coverage.
Yutrepia + Sota (Winrevair) sponsored study to start soon.
RJ confident Yutrepia will replace oral drugs.
UTC Mist won't effect sales as it can't be dosed high enough to compete.
No '327 update. Company is confident in a win and ready for any outcome. Judge has not reached out $LQDA.
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@jacojanscholtz Where have you been, you seem to have a deluded expectation that the captured insiders are looking after the interest of RMH shareholders? That kind of thinking went out with the rinderpest.
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RMH: Announcement of the sale by Atterbury of its Namibian asset (Grove Mall), apparently the largest in its portfolio. Numerous questions:
1. Should RMH directors not announce such a material deal the moment Atterbury signed the sale agreement? It appears to me (from reading the SENS announcement) that RMH directors may be insinuating that they did not previously announce this deal because the proposed transaction is not yet unconditional. I may be reading this wrong. But if correct, then surely the RMH directors are not arguing that no SENS need ever be released until a deal (any deal for that matter) is unconditional?
2. What happened to disclosure of details such as the sale proceeds (is it c. R2bn?), the NAV of this asset in APH’s accounting records, remaining conditions precedent, etc? As it stands, the SENS raises more questions than it provides answers, imo.
3. On numerous occasions in the past, various proposals were made for RMH to swap its stake in APH for the Grove Mall. There were always reasons why this could not work. Well, apparently it can be done, and then precisely during a time when a low-ball (in my view, I must add) offer is being made. That is quite odd.
I don’t have a position in RMH (anymore), but RMH is not exactly sailing blissfully into the sunset.
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@AnnaFlorcia @Quakerbrothers Did judge Andrews put $LQDA on the list of outstanding judgements yet?
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@Quakerbrothers Where was your 2 cents when he had multiple negative comments about Yutrepia and management? When he called us stock holders delusional? That was ok right? He made multiple wrong comments about $LQDA to hurt the stock. I don't mind being a clown or infinitely poor.
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@albie_cilliers fake news, why would coronation pay those huge bonuses if the clever guys working there could not make any alpha?? If this was true the ruthless owners of coro would take this money instead of wasting it on bonuses
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Over 10 years 100% of active Global Equity funds under perform the benchmark, and 94% of SA Equity funds do so.
spglobal.com/spdji/en/spiva…

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@AnnaFlorcia @BuyingFDs @beachbumcapital Have UTC been commenting on the court case? I missed that, can you provide some details? (PS I do have some sympathy, justice delayed........)
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@BuyingFDs @beachbumcapital Andrews can't be happy with UTC mockery of his court. He is not blind and you could be very right.
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@AnnaFlorcia $UTHR $LQDA Best conference call ever. Hell year we are pumped. You just have to listen. youtu.be/_l1q1DiIP4w?t=…

YouTube
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@AnnaFlorcia $lqda What do you think they pay a rep per annum. I know experienced reps are expensive but are normally able to generate the required sales. Greenfield reps are cheaper but take a long time to reach break even sales. Thoughts on the type of rep they are hiring?
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These numbers are probably too low. Why?
$LQDA CEO RJ is hiring 1/3 more sales reps. Why? Cause he know Yutrepia is better and is confirmed by the demand from doctors and patients.
zipjet@zipjet
$LQDA worth more than 36 IF it can earn $8-10 in '27:
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@jackcoder0 Google Gemini hallucinates when it comes to extracting financial data. Cant even get the number of stores disclosed in a 8-k's provided to the prompts. Excuse I like to summarise and predict, I dont like to scrape. Other LLM's do a better job at getting the right data. GIGO
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