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@ScorpionFund "Lasertec $6920 (Tokyo) latest quarter is quite the crash and burn. Consistent with a fraud in the final throes. It's down substantially since our report but still $14B market cap vs. $100-200MM prior to becoming a story stock. Look out below. Where do we start -"We will no longer disclose the quarterlyresultsof orders and order backlog" -"Shareholders and investors have asked us to reduce short term share price volatility by not disclosing orders on a quarterlybasis"; interesting as orders are the main figure investors care about. -Sales fell year over year and sequentially esp equipment"
X Link @ScorpionFund 2024-10-31T19:34Z 84.8K followers, 20.5K engagements

"5/We remain short $TMDX. Please refer to the disclosures in our Jan XX 2025 report which this post incorporates by reference"
X Link @ScorpionFund 2025-02-20T20:43Z 84.8K followers, 12.8K engagements

"$SLNO Soleno Therapeutics. The Wells Fargo KOL panel referred to below was indeeed harsh re VYKAT XR but not as harsh as trial investigators and other KOLs we quoted in our report. Ongoing comments in the primary FB patient group for VYKAT XR discussion echo the negativity. We havent tweeted any of these comments since our report but will compile in the near future. New members comments and activity in the FB group seem to have dwindled to a halt. The group now feels like crickets - a stark contrast to the first few months after launch over the summer when it was buzzing. We interpret this as"
X Link @ScorpionFund 2025-10-02T16:52Z 84.8K followers, 28.8K engagements

"$SLNO Soleno Therapeutics. Goldman Sachs led Solenos $200mm stock offering in July and predictably initiated with a buy rating today. Were familiar with the analyst Paul Choi who was also bullish on ALLK (-99%) which we did a short report on a few years ago. Our interactions reminded us of the Upton Sinclair quote - It is difficult to get a man to understand something when his salary depends on his not understanding it. GS was also ALLKs underwriter"
X Link @ScorpionFund 2025-10-07T16:36Z 84.8K followers, 25.2K engagements

"The CFO of Twist Biosciences $TWST made a nervous/rambling admission on related party revenues when asked on their earnings call this morning. Re-upping our recent thread below on related party revenue and round-tripping as driving the majorityof Twist's incremental quarterly growth. He appeared to state that related party revenues this quarter were XX% of total this quarter. Without that contribution the quarter would have a huge miss. The sharp acceleration in related party revenues is troubling as it is typically a warning sign in late stage frauds. Related party revenues were X% of total"
X Link @ScorpionFund 2024-11-18T14:30Z 84.8K followers, 26.5K engagements