Teldar Paper

1.3K posts

Teldar Paper

Teldar Paper

@Paperboy2009

The two most common elements in the universe are hydrogen, and stupidity

NYC เข้าร่วม Mart 2009
1K กำลังติดตาม239 ผู้ติดตาม
Teldar Paper
Teldar Paper@Paperboy2009·
If the reporting is true, hopefully it allows someone else to take a ‘ $TERN ’ and outbid $MRK ‘s lowball offer
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Adam May
Adam May@A_May_MD·
$TERN up fam
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Hulk
Hulk@HulkCapital·
Want to try HULK PRO without paying full price? Use code HULKFIRST39 and get your first month for just $39 at HulkCapital.com. 💪
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Teldar Paper
Teldar Paper@Paperboy2009·
@HulkCapitalPro Mkt not pumping like it should with these comments. Ppl not believing his BS as much as before
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Pink Floyd
Pink Floyd@pinkfloyd·
Incredibly, it's now three years since the release of The Dark Side Of The Moon 50th Anniversary editions. What was your favourite aspect of these editions, which were released as separate entities as well as in this box set?
Pink Floyd tweet media
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Teldar Paper
Teldar Paper@Paperboy2009·
@A_May_MD $ABVX is using the threat of a post-data raise as leverage to get a deal beforehand. They have cash into next year. They would need to raise but truly no need to bring it up this early unless they were trying to spur a deal
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Adam May
Adam May@A_May_MD·
$ABVX degen traders dumping the stock on a CNBC article saying exactly what I’ve been saying since the trial hit back in July, and what was already blatantly obvious from the earnings release yesterday. WAITING FOR MAINTENANCE DATA is the ideal negotiating leverage. Read the quote below from the CEO. It could not be more obvious to me that this is the correct strategy. Catalyst wait times don’t get a lot shorter than 3 months in biotech, btw. CHILL. cnbc.com/2026/03/24/abi…
Adam May tweet media
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Teldar Paper
Teldar Paper@Paperboy2009·
@Biomaven Understood, but they have 62MM on the old, and $200 fresh...get busy!
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Peter Suzman
Peter Suzman@Biomaven·
So pretty clear that $TGTX will be dramatically increasing their share repurchases. They just borrowed $500m net (with option for another $250m) at very favorable terms. They are already cash flow positive, and they just increased the amount they can repurchase from $100m to $300m. So far they have only repurchased some $38m at a price under $29. Leveraging up like this absolutely makes sense given they can confidently predict sales and cashflow steadily increasing for several years to come. At some point ever-increasing EPS will drive their stock price higher, and this extra leverage will amplify that process. Companies with an ATM program tend to cap their stock price - any pop and they sell shares. By contrast companies with an active repurchase program provide a floor for the stock price - they will generally buy on any weakness.
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Adam Feuerstein ✡️
Adam Feuerstein ✡️@adamfeuerstein·
Considering this for an updated X profile backdrop. Catchy! Or, do you still prefer Bo on the beach at sunset?
Adam Feuerstein ✡️ tweet media
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Teldar Paper
Teldar Paper@Paperboy2009·
@danprimack Hop-on / hop-off bus tours are a great way to see / get around the city while learning about the history
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Dan Primack
Dan Primack@danprimack·
Taking 15 year-old daughter to Paris next month. Any and all ideas for fun activities (not an art museum kid)...
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Teldar Paper
Teldar Paper@Paperboy2009·
@HulkCapitalPro If you didnt see it, they upped the buyback by anoither $200MM, through financing with Blue Owl
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Logical Thesis
Logical Thesis@LogicalThesis·
Wagyu Tomahawk. Rare+
Logical Thesis tweet mediaLogical Thesis tweet mediaLogical Thesis tweet media
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Teldar Paper
Teldar Paper@Paperboy2009·
@BDC_Analyst I suspect a miracle cure will be coming for all of the $LQDA LT holders afflicted shortly. (disclosure: I've been saying this for months)
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Blue Duck Cap - Analyst
Blue Duck Cap - Analyst@BDC_Analyst·
$LQDA - Sad to announce that I have been diagnosed with a severe case of LDS. Liquidia Derangement Syndrome. Unfortunately, the doctors have told me it's terminal. If you are a fellow LQDA shareholder, please get a check up asap, you're at an elevated risk if you've been holding it for over a year.
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Teldar Paper
Teldar Paper@Paperboy2009·
@3PeaksTrading I don't know what else they can do to get the mojo back into the stock. They're certainly outperforming, and not being rewarded for it $NVDA
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Teldar Paper
Teldar Paper@Paperboy2009·
@Mr_Derivatives G-d forbid they work on getting rid of the spam / bots. That would certainly be worthy of a tease like that
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Teldar Paper
Teldar Paper@Paperboy2009·
@unemon1 👀 He would certainly know what’s coming down the pike…
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unemon
unemon@unemon1·
$ABVX .... was TOKAT referring to $ABVX when on BBG he said ... "conditions could be ripe for the first 20b+ biopharma deal in more than three years"
unemon tweet media
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Teldar Paper
Teldar Paper@Paperboy2009·
@HulkCapitalPro The will probably raise some cash soon. Current cash through Q1 2027 $CTMX
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Teldar Paper
Teldar Paper@Paperboy2009·
@princetongb @hannibalspeaks This process has been leaking more than a sieve. Lock things down and bring it across the finish line already! $ABVX
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Charles Gordon
Charles Gordon@princetongb·
My interpretation from the $ABVX LaLettre is that they have details wrong -> all interested parties have exclusive access to the data room. My guess is that $AZN went for a follow-up visit reserving the calendar date, as may have others on different dates. There is likely a French iBanker staffer responsible for the leaks with a connection to the publication.
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