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Rayne Wothbaum
2.1K posts

Rayne Wothbaum
@RayneWothbaum
Always “encouraged” by “unprecedented” data from shitcos big and small
Sumali Ekim 2023
220 Sinusundan1.2K Mga Tagasunod

@BiotechAutist Please give an update on how much this retarded AI trade returned as well on Monday, otherwise you’re a pussy

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$PRTA Guys please stop this bullshit, reduce your burn and simply monetize your remaining partnerships and assets. What the hell are you doing??
businesswire.com/news/home/2026…
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@unicornbiotech @plainyogurt21 @BiotechAutist Doesn't matter. This decision comes down to whether you believe Aliza Thompson being in PARASOL from start to finish matters. If yes then good. If no then ded. The renal docs are all on board. It's quite straightforward, we're well past the galaxy brain curve separation part
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@plainyogurt21 @BiotechAutist PARASOL is funded by $TVTX
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Rayne Wothbaum nag-retweet

@mickeychiku Prayers up, G-tubes (and all types of tubes, really) are a good reminder of how barbaric even “modern medicine” can be
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There is nothing that can happen in your professional life that will matter if your only child is unhealthy or unwell, physically or mentally.
No Michelin star meal tastes good when your Gtube fed child never had a real food.
No business class travel feels good when only travel your child can do is between home & hospitals!
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Rest of the response: "The formal Army decision on NGSRI is expected by October 2026. You’re in the middle of the decision window. Management at Investor Day was unusually tight-lipped — they said they had “no update” on NGSRI and would only share what Lockheed Martin shares publicly, citing sensitivity and strict constraints. That kind of silence around your biggest program typically means something is actively happening.
The “somebody knows” case
The chart breaking out today — in a macro selloff, with the broader market getting hammered — on a name where:
∙The biggest binary catalyst in company history is weeks/months from resolution
∙Management can’t say anything publicly
∙Defense names are getting a bounce from the Middle East escalation (Israel/Lebanon, Strait of Hormuz)
∙Resistance sits at $11.52, $12.05, and $12.87 — if it’s closing through $11.52 on volume, that’s a real signal
The other pillars supporting a move
Beyond NGSRI, LPTH is also positioned for Space Development Agency IR tracking satellites ($3.5B program for 72 satellites initially, with 300–500 more planned), plus FPV drone lens supply to European defense customers. And management said it was shipping first units for the Navy’s SPEAR program and expected LRIP “any day,” with SPEAR potentially worth up to $20M per year.
Bottom line: NGSRI is the sleeper. It’s not priced in because management can’t talk about it. The October 2026 decision window + LMT’s flight test progress + a stock moving against the tape on elevated volume = the “someone knows something” setup has real merit here. This is a name worth sizing into on any pullback to the $10-10.50 zone given the asymmetry."
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@pemulisking @BlaseBio Success isn’t defined as stat sig on paper here. There’s multiple ways for this to fail/lose/be irrelevant and one of them will come to fruition
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Rayne Wothbaum nag-retweet

@LiteratureBios Think you know we da PuMPaHs own enough of this shitco to not want more side action rip
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@A_May_MD Look no further than who is President for evidence of how very wrong this is
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@RayneWothbaum I refuse to believe that public beclowning is good for business
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@Cattletech @A_May_MD Eh there is no evidence Wedbush reports move the market
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@RayneWothbaum @A_May_MD I thank them deeply for the buying opportunities
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@MBbiotech @idalopirdine The answer is no. No EMA was priced in by everyone already
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@idalopirdine Not 100% sure what's baked into the numbers or not but has to be a negative for the management team.
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$SLNO Now we know why they sold the company so cheaply. Soleno withdraws European application for Prader-Willi syndrome drug
April 7, 2026 7:08 AM
Soleno Therapeutics Inc. (NASDAQ: SLNO) has voluntarily withdrawn its European marketing authorization application for VIOKAT, a diazoxide choline prolonged-release tablet for treating Prader-Willi syndrome.
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