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@Exclamotite69 "Top X holding: - $GMAB Genmab: biotech stalwart/fast grower - $GENT.OL Gentian Diagnostics: medtech fast grower - $CRMD CorMedix: pharma/medtech fast grower - $XBRANE.ST Xbrane Biopharma: biotech turnaround - $AUTL Autolus Therapeutics: biotech fast grower"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-01 09:56:37 UTC XXX followers, XXX engagements

"@DerAchsenZeit @majgeoinvesting @GrumpierBTDay @GeoInvesting Yes and $EBS also sells vaccines. $SIGA seems safer because it's a cash cow with a low PER while $EBS is a turnaround. It could also be interesting but it's more difficult to analyse"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-27 06:14:39 UTC XXX followers, XXX engagements

"Too many opportunities in Healthcare it's amazing - Genmab - $GMAB - CorMedix - $CRMD (I added more today at $12.80) - ADMA Biologics - $ADMA (added at $18.20) - Xbrane - $XBRANE.SE : a VERY interesting turnaround case with a HUGE upside (but it could also go to 0)"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-06-27 15:48:29 UTC XXX followers, XXX engagements

"@PaulAndreola I only own Covalon. I look forward to CalNano's next earnings to see how they will recover from losing their main customer"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-26 22:30:01 UTC XXX followers, XXX engagements

"@Quality_stocksA $GOOGL (I own this stock) and $TSLA (I love this company)"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-20 16:33:03 UTC XXX followers, XXX engagements

"@grok @pkp92 @mvcinvesting @grok Will $GOOGL be a threat for $NBIS after they announced to increase their CAPEX yesterday"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-24 14:07:10 UTC XXX followers, XXX engagements

"@shantaram83 Haha fortunately I dont have any of these stocks In healthcare I definitely prefer $CRMD and $GMAB And $SIGA as a hedge against World War III"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-13 22:12:39 UTC XXX followers, XXX engagements

"@stonkmetal I'm French and I only own X French stocks (out of a total of 15): - $SWP.PA Sword - $ALODC.PA Omer-Decugis et Cie (just the name is promising) - $ALTXC.PA TXCOM"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-25 21:07:09 UTC XXX followers, XXX engagements

"@teslaownersSV @Tesla @Tesla_Optimus @grok There is a teleoperator"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-26 17:36:25 UTC XXX followers, XX engagements

"@KiaraKeira96188 Hi what could be the impact of this news"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-07 11:44:06 UTC XXX followers, XX engagements

"Current Portfolio. Top 5: - $CRMD CorMedix - $GMAB Genmab - $GENT.OL Gentian Diagnostics - $XBRANE.ST Xbrane Biopharma - $ALDOC.PA Omer-Degugis et Cie"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-07 22:19:46 UTC XXX followers, 2256 engagements

"@hiteshkar - $CRMD: it's a no-brainer you already now I guess - $GMAB: high ROCE ROE low PER (around 11) with an expected growth of 10-15%/y until 2030. Very good capital allocation - $GENT.OL: not so cheap but they will launch a new best in class diagnostic test next year"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-16 19:45:51 UTC XXX followers, XXX engagements

"@meeijer Not the best upside but $SIGA is an assymetric bet. Phama company selling a drug against spox/mpox to the governments (prevention of bioterrorism). Contract with BARDA to be renewed in 2025: - if huge contract: x-bagger; - if not: still a cheap cow cash high-dividend yield (8%)"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-22 12:45:10 UTC XXX followers, XXX engagements

"@Mufasa_Capital Interesting thank you. Take a look at $SWP.PA (Sword) another serial acquirer in the sector with good results and balance sheet as well"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-24 08:58:38 UTC XXX followers, XX engagements

"@salins99 @shantaram83 $CRMD CorMedix $GMAB Genmab $DCTH Delcath (not in my PF) $SIGA Siga (hedge in case of war) $COV.V Covalon $HANZA.OL Hanza (very intersting turnaround under the radar) $GENT.OL Gentian Diagnostics"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-13 23:03:02 UTC XXX followers, XXX engagements

"I just sold my small position on $BYRN (loss 5%) to add more shares of $SIGA (increase from X to X% of my PF)"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-14 13:41:51 UTC XXX followers, XXX engagements

"@DerAchsenZeit @majgeoinvesting @GrumpierBTDay @GeoInvesting I like that the downside is limited with $SIGA. Even if they don't sign a larger contract with BARDA this year it remains a cash cow with a high dividend yield of 8%. The margin of safety is greater than with $EBS. It's an asymmetrical bet a Pascal's wager"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-27 06:47:27 UTC XXX followers, XXX engagements

"@taobanker $CPRX reminds me Genmab but with a better long term trend Thanks"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-03 17:31:28 UTC XXX followers, XXX engagements

"@maxwellhouse99 $CRMD CorMedix $GMAB Genmab $SIGA Siga"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-22 00:42:04 UTC XXX followers, XXX engagements

"The valuation of Genmab ($GMAB) is insane Very good entry point"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-06-26 13:14:59 UTC XXX followers, XXX engagements

"$GMAB I'm not a big fan of technical analysis but it's the only way to explain Genmab's dip after a series of positive news releases. It seems there is a good entry point. It's undervalued. By far"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-06-24 16:56:13 UTC XXX followers, XXX engagements

"Current PF. Top 5: - $GMAB Genmab - $CRMD CorMedix - $GENT.OL Gentian Diagnostics - $RES.MI Recupero Etico Sostenibile - $XBRANE.ST Xbrane Biopharma"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-12 00:30:19 UTC XXX followers, XXX engagements

"@anidesh7 Anyway I'm wondering why they didn't make an earnings call. Very strange"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-26 00:21:35 UTC XXX followers, XX engagements

"@GrumpierBTDay @majgeoinvesting @GeoInvesting $SIGA (Siga) is a boring one. A cash cow selling a drug against spox and mpox to the governments. The plurianual contract with BARDA will be renewed this year. This time it could be really huge due to the geopolitical situation. Limited downside thanks to the dividend yield of 8%"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-26 19:27:46 UTC XXX followers, XXX engagements

"@nntaleb @grok @grok Is $SIGA an antifragile stock"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-27 08:40:07 UTC XXX followers, XX engagements

"@nntaleb @grok Hey @grok are you sleeping Is Siga Technology an antifragile company"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-27 09:42:29 UTC XXX followers, XX engagements

"@meeijer $XXX for $TMDX seems very high all the future growth is already priced $250-$300 would be more realistic"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-20 23:13:47 UTC XXX followers, 1146 engagements

"@grok What are your thoughts about the amazing performance of the AI cloud/data centers related stocks Like $TGEN $PSIX $TSSI $NBIS $CRWD or $IREN Is there a bubble"
@Exclamotite69 Avatar @Exclamotite69 on X 2025-07-26 09:58:45 UTC XXX followers, XXX engagements