Eric

Hey @VPrasadMDMPH if you’re so upset by drug prices, despite them being out of the purview of the FDA, maybe you shouldn’t put up more roadblocks and skyrocket the price of drug development. Just a thought $CLPT $QURE

@Noahpinion Both my sleeves were designed as one flowing piece and I get far more compliments than friends with patchwork sleeves or random tats. Like a couple times a day usually

I'm not an anti-tattoo chud, but I do think that 90% of American tattoos make people look worse. Tattoos can be beautiful, but Americans tend to do them less as "body art" and more as a hodgepodge of symbols, signals, and mementos.

$qure $clpt Sung is still backing amt 130 big time, look at some of the new quotes, at the AAN Annual Meeting The FDA recommends a large, sham, phase 3 trial to prove efficacy, and [drug manufacturer] uniQure is exploring all options to continue forward with AMT-130,” Dr. Sung said. “We don’t know official timelines yet, but we hope for updates soon.” “The results are in some ways better than what we hoped to see at this point,” said principal study author Victor Sung, MD, director of the University of Alabama at Birmingham’s Huntington's Disease Clinic. “We had previously reported no new safety events at the two-year follow-up mark, and it was not surprising that there were also no new safety events with this three-year follow-up. A pleasant surprise was the continued separation in all clinical measures of the high-dose treated group from the comparator group.” “Enroll-HD is a massive observational trial in HD with over 10 years of longitudinal data from over 60,000 persons with HD,” Dr. Sung said. “Only in a dataset that large could we find an appropriately tightly matched group to the AMT-130-treated subjects that does not feel cherry-picked to make AMT-130 look better.” The NfL data is compelling for the disease-modifying potential of AMT-130,” Dr. Sung said. “Certainly, it was included initially as a measure of safety, but the holding of NfL at or below baseline at the three-year mark is impressive in the context that NfL levels for all neurodegenerative diseases typically only increase with time.” neurologytoday.aan.com/doi/10.1212/ne… @DesertDweller93 @peter_mantas

@SushiGobblerADA What’s 50k times their monthly fee??? People will cry every year when they have their annual dilution as the stock 10x’s and grows north of 50% top line for like 5 more years.

@StockDaddy6597 They’re basically just starting out

$ZDC.V boolish

$clpt If anyone wants to get up to date on clearpoint here are my notes and some recent thoughts on cc quotes over the years. Q4 2025 “Over the past 5 years, we have invested more than $100 million and built a strong foundation to support our team and our goals moving forward.” They weren’t just spending that money for fun, they were getting ready to be prepared for multiple near term launches. When Joe said our partners tell us the time is now, I don’t believe he was just talking about amt 130. Q2 2025 We believe that additional cell and gene therapy platforms with significantly underserved patient populations have the potential to be approved within the next 2 to 3 years. ClearPoint Neuro has established or is actively collaborating with multiple partners to establish commercial supply agreements to ensure readiness for the launch of these new therapies. When he said this I thought he was just talking about Uniqure amt 130 on the original call, I don’t think so anymore. “Underserved” “Yes. So first, on your cell and gene therapy partners, will all these therapies be delivered under live MRI? Or can they also be delivered in the OR under CT guidance?” “Yes, I would say it depends. So not all of them will be done under live MRI guidance. And it's important to recognize that there's a number of different products in our ecosystem that we're selling into these procedures. right? You've got the cannula itself. So this is the route of the administration, which is touching the blood of the patient. It's touching the drug. It has very, very precise and controlled and studied flow rates, viscosity rates, et cetera. So all of those things are crucial. What we have seen so far is that the combination devices group at the FDA or other notified bodies have seemed to establish that they plan to approve the drugs and the cannula as combination products. So what I mean by that is if you look across those 60 partners, our expectation is that pretty much all 60 of them would be using ClearPoint technology at least in the form of the cannula, which likely would be approved as a combination device. So that's one element of what we provide. The others are, I think, a little bit more technology and location dependent. So we have some of those partners who really want to maintain control of the surgical process. I think most pharma companies recognize that one of the biggest risks that we have here is to not only get approval for the drug, but once the drug is approved, to make sure that we don't go too fast and too loose here, where 1 or 2 surgeons that are using a specific technique can potentially cause a disruption for the entire market because they don't get the results and for a drug that could cost hundreds of thousands, maybe even millions, insurance companies are going to ask a lot of questions if they've paid for these procedures and they're not getting the results that they expect.” This paragraph shows why you want to also use the same products, you want to make sure the procedure and products being used all around the country are as similar as possible. One of the main reasons they are working on the robot, to make this as structurally close as possible around the country. Q4 2024 The moat “When this market was still in its infancy, we were investing. This investment has led to a product portfolio that is headlined by the SmartFlow Cannula, which has been granted FDA de novo authorization for delivery of the first and only gene therapy that is administered by a direct infusion to regions of interest in the brain. This head start is significant and has allowed us to build a competitive advantage, making it very difficult to follow or to catch up. This competitive advantage is multifaceted and includes not only intellectual property, but also global regulatory clearances, a matured quality system, demonstrated manufacturing audit readiness and a complete medical device dossier created over more than a decade Thread 1/4

@devahaz Buc-ees is the only one I get it’s basically a tourist attraction these days. Dreading the day the one near me opens in a few months

A new buc-ees, CFA, in-n-out, chipotle whatever opening being a big deal people wait in long lines for is so weird

@devahaz @thechosenberg It’s borderline bad. Unseasoned chicken and fries saved by a slightly tweaked mayo/ketchup based burger sauce that you can get anywhere these days. Texas toast is good but it can’t save it

@thechosenberg Cane’s is the most overrated chicken ever

@SnackBioTech @Cheesehammer11 @biggercapital Yall are both losers holy shit go to Reddit

@Cheesehammer11 @StockDaddy6597 @biggercapital It’s not a shoe company anymore. That business failed and they sold it off. You’re genuinely boring.

$BIRD

@tatthang @TrentBlair19 People who are investing with more than 50 dollars aren’t buying a stock based on a hashtag you absolute troglodyte

Not a single fintech CEO slept well last night. X just shipped a full financial stack in 48 hours. And most people didn't even notice. Here's the sequence: - Tuesday: Smart Cashtags go live. Any ticker, any contract address native price chart, right in the timeline. No redirect. No third-party app. - Already in beta: X Money. Fiat wallet with 6% APY, metal Visa debit card with 3% cashback, P2P payments, direct deposit. FDIC-insured through Cross River Bank, the same bank behind Coinbase and Stripe. - Already live: Brokerage routing via Wealthsimple. One tap from a post to a placed trade. Three products. All shipped. All pointing the same direction: Discovery → Chart → Trade → Pay. Inside one timeline scroll. Here's what that looks like for you and me: Someone posts a $AAPL cashtag. I tap it. Chart loads. I see the conversation around it. I buy. Never left the app. I send $50 to a friend. On X. I earn 6% on what's left. My debit card gives me 3% back on coffee. Why would I open Robinhood? Why would I open Venmo? Why would I open CoinGecko? And here's why they can't compete: X has 550M monthly users. Robinhood has 24M funded accounts. Venmo has ~90M accounts. CoinGecko has ~30M monthly visits. X doesn't need the best product. It needs a good-enough product inside the app people already live in. Now zoom out. X was an ad revenue company. ~$4.4B in 2023, almost all advertising. The new revenue stack: > Visa interchange on every card swipe > Brokerage referral fees on every routed trade > APY spread on held deposits > Trading behavior data from 550M users X didn't add a feature. X changed its entire business model. "Is this good for X?" Wrong question. X just stopped being a social media company. It's now a financial infrastructure company that happens to have 550 million users already scrolling. Everyone else is competing against a distribution gap they can never close. I wrote about this yesterday before any of it was announced. The sequence played out exactly as mapped. The only piece left: which chain gets the default crypto trading slot. That answer will move markets.

@SnackBioTech @biggercapital Yeah because everyone buys their entire position at once and never averages down

@biggercapital Brother, you’re up $4 wtf are you talking about. That loses to any and all indexes. $BIRD

@SushiGobblerADA @ZackStrength Ripping hot cast iron with a bit of oil for 90 seconds per side and basting in garlic butter is the only way to make a steak

@ZackStrength Brother do you not prefer steak done on bbq? Or charcoal? I prefer the flavour.

steak and eggs, baby. can’t really beat a nice ribeye accompanied by some eggs after a lift.

@DrMakaryFDA This is simply disgraceful. Aside from all the fuckups recently, why on earth do you feel the need to make a pr video like you’re running for office. Literally no one cares, do your job and quit burning taxpayer money on bullshit.

The FDA has shifted into a higher gear.

@Chrisbagmancap That second pic makes me feel morbidly obese

Let’s have a day bb

$clpt ngn 401 How I believe this will all play out. I want to be very clear that the biggest risk this program has is a safety risk. If it gets by that this program likely will get approved. The read out is very simple for a phase 3, especially with the data that they already have. I put this program at a 95 percent+ probability that this is Clearpoint’s program. Market would likely say 0 percent. The read out will be mid to late next year in 2027. That is around the corner. Joe will announce this as a co-label when Neurogene goes to file a bla. When that happens the market will be very surprised. Two things will instantly change, the market will realize that Clearpoint will have a big indication that can move the needle and they will start wondering what other ICV programs clearpoint has. There is one other big program I might do a post on that has possible Clearpoint involvement but nowhere near Ngn 401 from a probability perspective. Call me insane, but I believe Clearpoint currently has 7 ICV programs in human trials. 2 are confirmed, Latus(LTS-101) will be in clinic soon and Grace Science GS-100 is in Clinic. This is a big story that the market isn’t paying attention to, why do I believe no one is paying attention to it? Because I know this name pretty well and I wasn’t paying attention to it. I also have talked to people that know this name very well and they weren’t thinking about this either. I have been spamming Eric with all the ICV confirmed data with other ICV stuff over the last 7 years that we weren’t really thinking about , it’s a clear history of having a lot of involvement here. If you believe Joe would say this in a press release while talking about Curry and Stone and believe they aren’t using the cannula for Ngn 401 I don’t know what to tell you. “These groundbreaking treatment procedures were carried out by physician teams separately at hospitals in Texas and Boston, led by neurosurgeons who are part of the IGNITE (Image-Guided Biologic Therapies: Neurosurgeons Innovating Treatment Excellence) working group. The IGNITE consortium, which has been hosted and sponsored by the Company, focuses on driving the field of neuro gene and cell therapy forward” ir.clearpointneuro.com/news-events/pr… I think we might know that Stone guy… x.com/epilepsydoc/st…

@peterphan88 @mike98572986 It’s going to be a bitch to get reimbursement for anything that isn’t symptomatic until retirement, and both of those will require large P3’s. HD Rett Dravet SCI etc will all be bigger drivers long term. BCI’s are just a total call option right now

@StockDaddy6597 @mike98572986 So what is going to move the needle? Brain computer interface?

$clpt a year from now the market is going to wake up and realize they missed a huge part of the story. Market has no clue what clearpoint is involved in. Market thinks Clearpoint= ced real time mri, Intraparenchymal delivery Real World= Clearpoint is involved with a shitload of programs that are using ICV and the market doesn’t understand how close Clearpoint actually is to having a blockbuster that isn’t Amt-130. You don’t even need amt-130 for this to work out quite well. I’m not saying the program below is a blockbuster, I’m telling you might want to look into how many programs “clearpoint” is likely involved in and what stage they are in. Just because they aren’t on the presentation or announced doesn’t mean they aren’t there. LTS-101 (AAV.Ep⁺.TPP1) is an investigational AAV gene therapy candidate that encodes a functional copy of the human TPP1 gene. Its design is based on AAV-Ep+ – a novel and proprietary AAV capsid variant that targets ependymal cells and neurons in the central nervous system after intracerebroventricular (ICV) administration.

@peterphan88 @mike98572986 There’s a reason no orals have worked well for any of these indications over all of the history of medicine. Also neither of those indications are what is actually going to move the needle

@mike98572986 The ones that will actually move the needle eg AD, Parkinson’s, are all competing with orals and non invasive such as HIFU

@SushiGobblerADA @TrentBlair19 Shocked it didn’t rally more. Todd mentioned near 5k towers EOY. Using conservative assumptions that’s 45-50m in adj ebidta run rate if they don’t add a single tower next year. Should trade at a billion off that, oh well more time to buy

@StockDaddy6597 @TrentBlair19 It’s getting boring they just keep executing according to plan, the Ring pop can tower flash crash was a nice little excitement and chance to buy.

$ZDC.V Very nice quarter

@AndrewNixonHHS @US_FDA @DrMakaryFDA According to Help4HD stream today @SenRonJohnson is aware of your shenanigans buddy. This isn’t your MW2 lobby from middle school. Enjoy your next job scrubbing toilets $CLPT $QURE

The @US_FDA has achieved record success under @DrMakaryFDA’s leadership. Looking forward to the great work ahead.