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@valxdros Avatar @valxdros Val

Val posts on X about val, $bbnx, 2x, soc the most. They currently have XX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XX #

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Social Influence #

Social category influence finance stocks

Social topic influence val, $bbnx, 2x, soc, superior, multi, $tndm, weight loss, debt, $600mm

Top assets mentioned Tandem Diabetes Care, Inc. (TNDM) Centene Corp (CNC)

Top Social Posts #

Top posts by engagements in the last XX hours

"Valuation: EV/Sales. PODD and TNDM trade 7x and 2x 2026E area respectively. Higher growth medtech has a 7x median. BBNX trades at 5x fwd sales right now 6.5-7x gives us $17-19"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:23 UTC XX followers, XX engagements

"3) Bi-hormonal or T2 development delays. Duo & T2 are re-configurations of the existing. Bi-hormonal has achieved reduced hypoglycemia and increased time in range vs. SoC and the insulin-only configuration across X pre-pivotals. T2 is largely adjusting for population changes"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:21 UTC XX followers, XX engagements

"The only hurdle to FDA filings is a successful pivotal trial which is ongoing with Mass General. X pre-pivotals using the bi-hormonal configuration have been successful. For T1 some T2 pump integration would actively prevent hypoglycemia and further reduce regimen burden"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:19 UTC XX followers, XX engagements

"In-line w/ pivotal trials iLet's user data shows superior A1c % improvement vs. the SoC with an average XXX% baseline brought to 7.3%. With iLet regimen burden is reduced and care outcomes are virtually independent of user interaction while maintaining best-in-class outcomes"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:14 UTC XX followers, XX engagements

"to T2 will certainly re-rate but T1 and existing non-remiss T2 still present meaningful upside from current levels even if solely on an ability to outcompete peers"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:22 UTC XX followers, XX engagements

"5) T2D expansion is a LT upside opportunity with 1.8mm people in that population 1.6mm+ multi daily injectors. XX% pump penetration. Requires further trials for approval. $TNDM took X yrs to get T2 approved in 2025. $BBNX commercialized May-23"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:19 UTC XX followers, XX engagements

"4) GLP-1 may delay disease progression reduce the T2D population through weight loss or even cause remission. GLP-1 still faces a cost hurdle to world domination in my view. Should the population of T2 shrink or grow at a lower rate the value attributable"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:22 UTC XX followers, XX engagements

"🧵on @BetaBionics $BBNX: Commercial-stage med-tech company producing the iLet bionic pancreas a tubed diabetes pump. IPO'd on 1/30/25 at an increased $17/sh oversubbed to $XX raised $200mm. Today: $600mm MC X debt +30% sales est. low 50%s GM w LT improvement via PBP push"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:13 UTC XX followers, XX engagements

"Guidance: FY25 $82-87mm topline (+30% Y/Y) 22-25% new patient starts through PBP 50-53% GM. All raised by beatexcess beat following 1Q25 showing. Fin'ls: XX% 1Q25 GM. FY-1 had XX% GM delta is PBP uptick. I project sales: $86mm '25E $118mm '26E GM: XXXX% '25E XXXX% '26E"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:24 UTC XX followers, XX engagements

"Glucagon raises blood sugar to treat hypoglycemia reverse of insulin. Today glucagon is used an auxiliary emergency item. In a global study XX% of T1D had at least one non-severe event over X weeks. 37-64% of T2 experienced symptoms over XX months"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:18 UTC XX followers, XX engagements

"Users announce meals and carb amount. I.e. "Breakfast" "Usual". The algo uses ML to learn and adapt to a users insulin needs over time takes X days to "warm-up". Peers require provider adjustments every X months and require users to count carbs & manually correct daily"
@valxdros Avatar @valxdros on X 2025-07-24 19:34:14 UTC XX followers, XX engagements

"$CNC I CANNOT stress this enough. People look at the balance sheet of these payors and think they trade at or near cash. Its dishonest. Ctrl F "unregulated cash". $CNC has $14bn in cash on B/S ONLY $198mm is unregulated. Incl. equivalents its like $35bn and $1bn respectively"
@valxdros Avatar @valxdros on X 2025-07-02 15:16:52 UTC XX followers, XXX engagements