#  @Opal_Chip Opal Chip Opal Chip posts on X about $bttx, $xbi, data, market the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::875407999141007360/interactions)  - [--] Week [---] +64% - [--] Month [-----] +133% - [--] Months [------] +17% - [--] Year [------] -42% ### Mentions: [--] [#](/creator/twitter::875407999141007360/posts_active)  - [--] Week [--] -50% - [--] Month [--] +40% - [--] Months [--] +89% - [--] Year [--] -50% ### Followers: [-------] [#](/creator/twitter::875407999141007360/followers)  - [--] Week [-----] +0.07% - [--] Month [-----] +0.25% - [--] Months [-----] -0.39% - [--] Year [-----] +0.22% ### CreatorRank: undefined [#](/creator/twitter::875407999141007360/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [countries](/list/countries) [exchanges](/list/exchanges) [vc firms](/list/vc-firms) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [$bttx](/topic/$bttx), [$xbi](/topic/$xbi), [data](/topic/data), [market](/topic/market), [$xair](/topic/$xair), [$eftr](/topic/$eftr), [market cap](/topic/market-cap), [$xfor](/topic/$xfor), [$sava](/topic/$sava), [in the](/topic/in-the) **Top accounts mentioned or mentioned by** [@user889889](/creator/undefined) [@pharmdca](/creator/undefined) [@erikotto2](/creator/undefined) [@vipshefftrades](/creator/undefined) [@stockcats](/creator/undefined) [@plantmath1](/creator/undefined) [@handjobbob](/creator/undefined) [@thenorthstar5](/creator/undefined) [@steveyonezu](/creator/undefined) [@biomaven](/creator/undefined) [@bs2537](/creator/undefined) [@suresheemosore](/creator/undefined) [@partnersraw](/creator/undefined) [@brendan49](/creator/undefined) [@almightyzeeza](/creator/undefined) [@traderjoe6](/creator/undefined) [@jeremycapoeira](/creator/undefined) [@1679fa](/creator/undefined) [@biotradealert](/creator/undefined) [@jwbartelt](/creator/undefined) **Top assets mentioned** [Pfizer, Inc. (PFE)](/topic/$pfe) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Connex (CONX)](/topic/$conx) [Bolt Biotherapeutics, Inc. (BOLT)](/topic/$bolt) [Galecto Inc. (GLTO)](/topic/$glto) [AhaToken (AHT)](/topic/$aht) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [AxonDAO Governance Token (AXGT)](/topic/$axgt) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Unicycive Therapeutics, Inc. (UNCY)](/topic/$uncy) ### Top Social Posts Top posts by engagements in the last [--] hours "$CRVS (3of6) Since then CRVS sank with the biotech bear market. Date is unknown for Mupadolimab data but CRVS also has CPI-818 Phase 1/1b data coming later [----] ( also promising so far). Astra reported more good anti-CD73 data at AACR last April which reinforces CRVS' chances" [X Link](https://x.com/Opal_Chip/status/1550182896266272769) 2022-07-21T18:16Z [----] followers, [--] engagements "$CRVS (4of6) Cash on hand $48mm (my estimate) - enough for another [--] quarters+ well beyond major data readouts. CEO & CFO have bought shares on open market recently. Speaking of CEO Richard Miller was founder of $PCYC which was acquired for $21 bln by AbbVie. He received" [X Link](https://x.com/Opal_Chip/status/1550182900800405509) 2022-07-21T18:16Z [----] followers, [--] engagements "$SAVA looks like a potentially powerful breakout to me. And has the right volume pattern too" [X Link](https://x.com/Opal_Chip/status/1147221058203729920) 2019-07-05T19:09Z [----] followers, [--] engagements "$CDTX (1of3) I'm buying betw. $2.65-$3. Rezafungin is a solid product in Phase [--] reading out later [----]. In Sep CDTX signed a $568mm (potential) deal for EX-U.S. & Japan rights (see pic). Recent cap. raise through rights offering & above deal is done. Technicals good see chart" [X Link](https://x.com/Opal_Chip/status/1225063825382223876) 2020-02-05T14:29Z [----] followers, [--] engagements "$DARE (1 of 2) looks like they couldn't resist hitting their brand spankin' new Lincoln Park ATM today. But DARE also has a history of extreme fades after spike opens. Data not coming until end [----] so I sold most of my shares $1.13 - Sucks that I wasn't around for the spike" [X Link](https://x.com/Opal_Chip/status/1255221974453882886) 2020-04-28T19:46Z [----] followers, [--] engagements "$DARE (2of2) I don't like Brookline's Buy initiation here. Hands down: there's an offering in the works - sooner or later. Below I matched some of Brookline's ratings with Brookline deal dates. In one case a day later. Rare that they rate listed co.'s they're not involved with" [X Link](https://x.com/Opal_Chip/status/1255221975552753673) 2020-04-28T19:46Z [----] followers, [--] engagements "$DARE (3 of 2😛) I'm guessing it's an offering being set up for after data end [----] but I'm very cautious and don't stick around if I smell a secondary. Just my style - preservation of capital comes first. Love DARE long term but there will be of plenty re-entry opportunities" [X Link](https://x.com/Opal_Chip/status/1255223124594954240) 2020-04-28T19:51Z [----] followers, [--] engagements "$CATB $CONX - What I have some red on my P&L - it's been so long. such a strange feeling 😜😛🤪" [X Link](https://x.com/Opal_Chip/status/1357711450358378499) 2021-02-05T15:23Z [----] followers, [--] engagements "$GSAH took small loss [-----]. It could be a while untl SPACs come back in favor. I think people about to be shocked when many start trading below "NAV" - which is really no such thing since you can't just redeem SPACs" [X Link](https://x.com/Opal_Chip/status/1366855851433218063) 2021-03-02T21:00Z [----] followers, [--] engagements "I had [--] SPACs going into this mess. While it may seem counter-intuitive I'm selling off the weaker: $CONX & $LFTR to concentrate the $$ into the stronger: $KLAQU & $GSAH. Btw - an institution has been bidding for size KLAQU all day and yesterday. Just sayin'" [X Link](https://x.com/Opal_Chip/status/1367899968636325892) 2021-03-05T18:09Z [----] followers, [--] engagements "#tradingtips (1of4) In a strong decline it's useful to be aware of stocks that are holding up better than they "should" compared to similars. A good case today. I'd been long a whack of $CONX from $10.60 and not happy as it broke the $10 mark. But on my watchlist was $GSAH" [X Link](https://x.com/Opal_Chip/status/1368020983014113286) 2021-03-06T02:09Z [----] followers, [--] engagements "(2of4) another un-married SPAC but it was stubbornly holding well above $10 yesterday & today. AND $GSAH had traded to $16.80 last week vs. CONX getting above $11. So I realized I was choosing to remain "stuck" in a frumpy trade. So I sold ALL the CONX booking a big loss and" [X Link](https://x.com/Opal_Chip/status/1368020984444424196) 2021-03-06T02:09Z [----] followers, [--] engagements "(3of4) bought same # shares of $GSAH. When market turned the difference lit up my day. Had I stayed in $CONX I would have regained about [--] cents but same time GSAH ran .54 from my buy regaining nearly all my week's CONX loss.😁Will it always work No but it's the way to bet" [X Link](https://x.com/Opal_Chip/status/1368020985337810944) 2021-03-06T02:09Z [----] followers, [--] engagements "$AHT only [--] cents down on this knifecatcher but somehow feels more dangerous. I'm trying to figure where the upside comes from. I'll be rooting for a management "clarification" on Tuesday a.m. explaining they were drunk at a July [--] office party and it was all a big mistake.😁" [X Link](https://x.com/Opal_Chip/status/1411088026927837187) 2021-07-02T22:22Z [----] followers, [--] engagements "$AHT sold 1/2 $2.90. I went in a bit heavy thinking there's a bounce before the close - but that's not happening. So now just calibrating size. If it opens higher I'm still happy - but if it opens lower on margin selling I have way more room to load it" [X Link](https://x.com/Opal_Chip/status/1411104311107637250) 2021-07-02T23:27Z [----] followers, [--] engagements "@HandjobBob Which is silly - because $AHT raising new cash is no-brainer with shares at $6-7+ if only to pay down debt. This isn't a sudden realization except to the crowd that followed other traders in without understanding what they were buying. Even at $3 it's a high risk/reward play" [X Link](https://x.com/Opal_Chip/status/1411114232750432256) 2021-07-03T00:07Z [----] followers, [--] engagements "$KPLT out of all $6.43 (from $4.28). Was just a quickie trade taking the $$ and running. $BOLT Sold 1/3 position this a.m. $18.54 avg. (from $11.50 area). Chart still looks good but taking some $$ off the table" [X Link](https://x.com/Opal_Chip/status/1433800750853939204) 2021-09-03T14:35Z [----] followers, [--] engagements "$BOLT back in $12.45 avg - great swing trade last time but this one is probably a longer hold. I'll post detail on the science etc. over the weekend" [X Link](https://x.com/Opal_Chip/status/1443655043627069446) 2021-09-30T19:12Z [----] followers, [--] engagements "$BTTX (1of2) moving well though will hit resistance - so chart provided for traders. Most bios I swing trade but I'm investing in BTTX for a potential $25+/sh. Will also trade around FDA approval spike if makes sense. I like the simplicity of story Depends on: [--]. FDA approval-" [X Link](https://x.com/Opal_Chip/status/1669410785250951174) 2023-06-15T18:25Z [----] followers, [----] engagements "$BTTX (2of2) - approval easy imho. [--]. Insurance reimbursement: moderate risk but imho MUCH less risk than market assigning [--]. Dilution along the way: have to assume moderate [--]. Good management. CEO moved here from $MYOV also on Board of $PHAT. A record of happy shareholders" [X Link](https://x.com/Opal_Chip/status/1669410786949644288) 2023-06-15T18:25Z [----] followers, [---] engagements "$BTTX .175 avg y'day & today bought back about half what I sold considerably higher in yesterday's premarket. Appears there's a delay/problem getting payers lined up and I'm VERY surprised Karbe didn't address the missed milestone - first time we've seen any subterfuge out of him. Maybe a big deal coming BTTX not at liberty to discuss Also pure guessing but felt like there was someone accumulating yesterday & today. Valuation is sooo low. They could probably flip their business model to hawk AspyreRx on TV like Noom or GoLo and get a higher market cap than currently🤪 re: selling spikes (like" [X Link](https://x.com/Opal_Chip/status/1742702873555644616) 2024-01-04T00:21Z [----] followers, [----] engagements "$BTTX - this link may have been missed in my previous post because it looked like part of the Glooko PR link. So reposting on its own here. While this is research paid for by BTTX it is signed off on by an independent scientist w/ no conflict of interest AND then Springer journal has the article peer reviewed independently before publishing. So $BTTX now has verified data to offer payers showing the $$ savings to them of adding AspyreRX coverage. The article wasn't accepted for publication until 11/24 and payers' decision-makers may have waited on this info. So maybe this accounts for the" [X Link](https://x.com/Opal_Chip/status/1743004560333926774) 2024-01-04T20:20Z [----] followers, [----] engagements "$BTTX - sold all today - decided just to eat it and start fresh when I get back from vacation. No positions now except my beloved $TFLO and $USFR floating rate treasuries" [X Link](https://x.com/Opal_Chip/status/1768365418316447922) 2024-03-14T19:55Z [----] followers, [----] engagements "$BCEL Part of my "back from vacation catch up" - finding this told-ya-so event happened as expected" [X Link](https://x.com/Opal_Chip/status/1772364663189053937) 2024-03-25T20:47Z [----] followers, [----] engagements "@TheNorthStar5 @SteveYonezu @ErikOtto2 @Biomaven @bs2537 Looking at it tonight" [X Link](https://x.com/Opal_Chip/status/1881929887772266912) 2025-01-22T05:00Z [----] followers, [---] engagements "The stock has tripled from the low in [--] months and is sitting at a $500mm market cap. Assuming approval they'll need to do another raise after and then years until sales ramp. Then there's possible uncertainty re: RFK's attitude toward gene therapy. So it's a reasonable investment here imhp but on a rational present-value basis it's hard to see this as mega-undervalued" [X Link](https://x.com/Opal_Chip/status/1894447168259592292) 2025-02-25T17:59Z [----] followers, [---] engagements "$MREO filled a bit more $1.63. (sorry I haven't had time to reply/discuss yet - crazy busy last couple days.)" [X Link](https://x.com/Opal_Chip/status/1943667445455110399) 2025-07-11T13:43Z [----] followers, [----] engagements "Hi hope all is well with you. Sorry I've been absent lately. Just too busy with other life stuff but I've been holding everything I owned since the summer and haven't added anything - so not much to rreport (except selling 1/3 of my PTGX around $84). I haven't looked at MREO strategy in a long time. I'll check up on it tonight and get back to you asap" [X Link](https://x.com/Opal_Chip/status/1980984657756750233) 2025-10-22T13:08Z [----] followers, [---] engagements "Oops. I haven't been checking in for awhile (long story but I will be back eventually). Anyway yes I am holding $MREO through the update. I may add more if this apparent tax loss selling whacks it far enough down. Company seemed confident enough in latest earnings update. If something was going wrong I think they would have stayed more vague on their expectations" [X Link](https://x.com/Opal_Chip/status/1989048744906473978) 2025-11-13T19:12Z [----] followers, [---] engagements "A bunch of sales today - I feel $XBI has had a huge run and it's time to take some juicy profits and wait for a reload opportunity while having some worry-free holidays. $PTGX - sold 1/3 position awhile back around $84-$85 bought back $76 and today resold it. Holding the other 2/3 thru Buyout (or lack thereof😬). $URGN - sold all today $24.48 from $3.85. Nice Might have further to run eventually based on market cap. But after a 600% move don't feel like I need to hang out for an extra 80% from here. Just raising cash today to wait/look for some more big ones. $UNCY sold all today $5.70 avg" [X Link](https://x.com/Opal_Chip/status/1991230815653757121) 2025-11-19T19:43Z [----] followers, [----] engagements "Oops Again Sorry I didn't see your $MREO note here until today when I got a GTC sell @$5.13. I am getting cautious on the broader market + the article you mentioned - so I sold a bunch on the spike. I assume precipitated by the $CAPR short squeeze today so had to sell MREO into it (given a decent profit on it AND the Short Interest is nowhere near what CAPR's was). I have about 20% of my original position left - and very comfortable holding that unless there's another spike/runup before data. Also FWIW I don't tweet about these much but we've been holding large $GLD gold & miners positions" [X Link](https://x.com/Opal_Chip/status/1996323537905476078) 2025-12-03T20:59Z [----] followers, [---] engagements "Overall $MREO was a reasonable high-risk/high-reward play. Get it right on [--] out of [--] of these and it's very profitable because they can go down 90% like $MREO - but they can go up 400% like $URGN and $CAPR recently. This was just one of the losers. Like you said on to the next https://twitter.com/i/web/status/2005707775146418306 https://twitter.com/i/web/status/2005707775146418306" [X Link](https://x.com/Opal_Chip/status/2005707775146418306) 2025-12-29T18:29Z [----] followers, [---] engagements "$KALA I started looking to accumulate .60 a couple days ago - got some spike-down fills yesterday AH. Have avg .60 now not chasing higher as it can easily drift to mid .50's while waiting on corp. news. An interesting situation and I'll post specifics this weekend. My only bios now are $NVCT $KALA & small $PTGX $MREO leftovers" [X Link](https://x.com/Opal_Chip/status/2009734816162566276) 2026-01-09T21:11Z [----] followers, [---] engagements "$KALA Didn't get the due diligence done yet - been waaay more work than I anticipated. Lazar's transactions are complicated and not so easy to analyze financials. Will be done sometime Monday. Here's a progress pic but you can see some of the most important items not yet calculated - like the [--] week max. favorable excursions. https://twitter.com/i/web/status/2010576923148063082 https://twitter.com/i/web/status/2010576923148063082" [X Link](https://x.com/Opal_Chip/status/2010576923148063082) 2026-01-12T04:57Z [----] followers, [---] engagements "$SLV - I normally only post re: biotech $XBI etc. but maybe worth mentioning that I finished selling all our silver-related shares today (and bought some Feb20 $85 Puts as a small spec). We still continue to hold plenty of VERY long-term gold. Why the silver - I was around during the Hunt brothers market-corner attempt and this action reminds me of that - a lot Pic is an AI synopsis I ran (to see if AI agreed with me 🤪) re: Silver Rule [--] - adopted by Comex in [----] to return silver back to reality. I suspect we're nearing a rhyme of that. (I'm sure some will argue against - this just my" [X Link](https://x.com/Opal_Chip/status/2015887712595877946) 2026-01-26T20:40Z [----] followers, [---] engagements "$KALA added some today around .534 avg. Pre-meeting risky because there's often a dip on a nuthinburger meeting but otoh - I really doubt Lazar says tomorrow "Oh sorry guys I really screwed up on this one - my $6mm and the other guys' $10mm is actually worthless. My Bad" 🤪🤪" [X Link](https://x.com/Opal_Chip/status/2016926568199651732) 2026-01-29T17:29Z [----] followers, [---] engagements "$SLV sold these puts at a nice quickie profit. I don't think the Fed Chair news is enough to get these well in the money and $SLV is very volatile right now - if it runs back up these puts will get creamed" [X Link](https://x.com/Opal_Chip/status/2017253580202189102) 2026-01-30T15:08Z [----] followers, [---] engagements "$IMPL out all $15.07 - up today on PR that that Trudhesa now on market (with prescription). My average was $14.38 so only 5% profit but I have to "sell the news" here. Will look for re-entry when Both $XBI & IMPL technicals improve. https://finance.yahoo.com/news/impel-neuropharma-announces-trudhesa-dihydroergotamine-123000974.html https://finance.yahoo.com/news/impel-neuropharma-announces-trudhesa-dihydroergotamine-123000974.html" [X Link](https://x.com/Opal_Chip/status/1442873130096082955) 2021-09-28T15:25Z [----] followers, [--] engagements "$GUTS .48 Bought small position to hold into pivotal readout in Q3. Yes- the midpoint results appear statistically similar to placebo but imho market is ignoring: This Remain-1 Midpoint Cohort was NOT powered for efficacy analysis AND one trial site was responsible for outliers that could be responsible for skewing the whole analysis. May have had a protocol problem -this DOES happen. The 6-month open label Reveal-1 data from [--] weeks ago was excellent - no reason to believe that was misleading (although a smallish n). The n=20 "above-median weight loss" subgroup here results look very good" [X Link](https://x.com/Opal_Chip/status/2017277269476036954) 2026-01-30T16:42Z [----] followers, [----] engagements "$GUTS very tempting to add some here as I have only small position so far but chart is pointing down so I'll hold off until it stabilizes" [X Link](https://x.com/Opal_Chip/status/2019449651942900163) 2026-02-05T16:34Z [----] followers, [---] engagements "$GUTS added a few yesterday & today .435 avg. Seems to have stabilized though today's support may just be spillover from the wild $QNCX move. btw - because I have limited time for trading lately I'm simplifying my sizing with either a Full position at 8% of account or a Half position at 4%). If I'm not comfortable being in with 5% then I just skip the trade. This forces me to have enough size to matter on my conviction trades. It worked well last year. I got an email that I was in the top 10% at Tradestation for [----]. Which means they either need better traders or maybe they just tell" [X Link](https://x.com/Opal_Chip/status/2021348654166974625) 2026-02-10T22:20Z [----] followers, [---] engagements "$ZSAN bt starter. [---] years to NDA :( however safety data in Q4 & plenty cash through end of year+. IMHO the real catalyst is likely to be a deal in Q4. An upfront payment could move market cap 50+% overnight. See attached CEO comments in May earnings call (highlights by me)" [X Link](https://x.com/Opal_Chip/status/1001462693293768705) 2018-05-29T13:58Z [----] followers, [--] engagements "$CREG [--] of [--] - Tuned in late to find this mess. 😳Dumped all at loss. Luckily a small position as I was waiting for lower prices to add. Earnings ugly on surface but due to writing off bad debt - so OK. But BIG PROBLEM is they say they had $53 million Cash and Equiv as of 12/31" [X Link](https://x.com/Opal_Chip/status/1117841338588774405) 2019-04-15T17:25Z [----] followers, [--] engagements "$XBI $IBB - it's hard to pinpoint an exact support level on this chart. In these case I just draw it where it feels right - from [--] years of studying charts - OUCH. Comes in at about $81.70 here. Doesn't predict we get there but if we do I'm a big buyer" [X Link](https://x.com/Opal_Chip/status/1118888454828412929) 2019-04-18T14:46Z [----] followers, [--] engagements "1 of [--] $FCX follow up. A lot of metals-related stocks trend pretty well but are choppy. So the key is minimizing whipsaws. To do this I use the candlesticks similarly as discussed yesterday in the $GDX tweets but include a short term moving average in conjunction as a filter" [X Link](https://x.com/Opal_Chip/status/1138445300098428928) 2019-06-11T13:58Z [----] followers, [--] engagements "$FCX update. Still in uptrend with my method. I do trade in/out of these and did twice already with FCX. I won't tweet most of those trades as it's too hard to do quickly enough. There's a gap (red line) $9.89 & resistance at $10. So if gets there I'll trade out temporarily" [X Link](https://x.com/Opal_Chip/status/1171409784311955458) 2019-09-10T13:07Z [----] followers, [--] engagements "$FCX precarious but still in uptrend by my method. To signal exit of trend it would need [--] of [--] things - either: a red candle entirely below the moving average line (incl. upper shadow) OR (this is rarer) a 3rd or 4th in a row red candle with entire Body below MA" [X Link](https://x.com/Opal_Chip/status/1174344703434612736) 2019-09-18T15:29Z [----] followers, [--] engagements "$PTGX - added $4.63. Last add of the trade. Stoploss is less than .30 below" [X Link](https://x.com/Opal_Chip/status/1201959482776899584) 2019-12-03T20:20Z [----] followers, [--] engagements "$PGTX - 6% position with cost avg of $5.35 now. But need this to bottom out here - trading at Negative EV. The large orders are still sells - hard to comprehend but it is what it is" [X Link](https://x.com/Opal_Chip/status/1201962253672599553) 2019-12-03T20:31Z [----] followers, [--] engagements "@SuresheeMosore @PartnersRaw Thanks to me I loaded up at $5.59🤪 I'm not huge expert on the science here but I do know company has plenty of upside. Tons of cash and good pipeline assets. IMHO just a matter of a few months for market to refocus and $PGTX to be trading back to significant positive EV" [X Link](https://x.com/Opal_Chip/status/1201968868110921728) 2019-12-03T20:58Z [----] followers, [--] engagements "(3of4) I stick to the stop anyway. It makes no sense stock is oversold too "cheap" etc. Doesn't matter you have to be ruthless in taking losses whether they "make sense" or not. If you add one too many times or ignore your original stop - you can be badly hurt" [X Link](https://x.com/Opal_Chip/status/1201977104755150848) 2019-12-03T21:30Z [----] followers, [--] engagements "(4of4) btw - If I decide to keep $PGTX long term I will sell it as a loss (if that's where it is) eat the penny spreads & commissions and open a brand new position in a different account. No mental games allowed where you deny your losses by redefining them as "investments"" [X Link](https://x.com/Opal_Chip/status/1201977106088902658) 2019-12-03T21:30Z [----] followers, [--] engagements "$PGTX One more tweet just to say thanks to @ErikOtto2 for the original setup. It was a fun ride - let's do it again soon 😀" [X Link](https://x.com/Opal_Chip/status/1202250626215759872) 2019-12-04T15:37Z [----] followers, [--] engagements "@brendan_49 Here's one thing I found in researching this that has me intrigued: Here's a screenshot with a gist of the abstract. https://repositorium.sdum.uminho.pt/bitstream/1822/39416/1/5.5.115.%20TES%c3%93N_15_OVS%20%28Braga-Valladolid%20Dry%20Eye%29.pdf https://repositorium.sdum.uminho.pt/bitstream/1822/39416/1/5.5.115.%20TES%c3%93N_15_OVS%20%28Braga-Valladolid%20Dry%20Eye%29.pdf" [X Link](https://x.com/Opal_Chip/status/1202293081757736960) 2019-12-04T18:26Z [----] followers, [--] engagements "$SAVA Mr. Robertson is co-founder of Francisco Partners a prestigious PE firm in San Fran. They're part owned by $GS & Blackstone so I'd say he's a sophisticated investor. The $$ he bought is chump-change for him but must be seeing something he likes or he wouldn't bother. $SAVA director Sanford Robertson bought about [------] Cassava shares Friday and about [-----] shares Thursday bringing his ownership to about [------] Cassava shares. Finance Chief Eric Schoen bought [----] shares Thursday. $SAVA director Sanford Robertson bought about [------] Cassava shares Friday and about [-----] shares Thursday" [X Link](https://x.com/Opal_Chip/status/1209094539341750273) 2019-12-23T12:52Z [----] followers, [--] engagements "$SPY tomorrow comes a convergence of price (gap) and time (downtrend) resistance. And on a Friday. Beware (circled zone in chart). $XBI $IBB - this may also make it a good time to hedge / take some profits (or reduced losses) on bios from the March 18/19 lows. Just sayin'" [X Link](https://x.com/Opal_Chip/status/1245753515194155008) 2020-04-02T16:42Z [----] followers, [--] engagements "$VSTM breakout on [--] min. bars at $1.96 on high volume. My stop is around those pink lines breaking - maybe $1.79 (depends when it happens)" [X Link](https://x.com/Opal_Chip/status/1257313607630483461) 2020-05-04T14:18Z [----] followers, [--] engagements "$AXGT - I do want to buy more so won't pump too much 😁 but here's a quickie catalyst and pipeline summary. 4q2020 will see volatility on data. Reminds me of the $SAVA trade from last winter in that short term risk vs. long term potential reward appears extremely favorable" [X Link](https://x.com/Opal_Chip/status/1307459449175576577) 2020-09-19T23:19Z [----] followers, [--] engagements "$ARYB been buying (longer term) this SPAC invested by heavy hitters Perceptive Pfizer Bain RA capital. No data til mid-2021 so little downside over near term from original $10 NAV. Won't be a multibagger but solid moderate reward when it gets "found". https://www.businesswire.com/news/home/20200730005270/en/%C2%A0Cerevel-Therapeutics-Arya-Sciences-Acquisition-Corp-II https://www.businesswire.com/news/home/20200730005270/en/%C2%A0Cerevel-Therapeutics-Arya-Sciences-Acquisition-Corp-II" [X Link](https://x.com/Opal_Chip/status/1308422776970149889) 2020-09-22T15:07Z [----] followers, [--] engagements "$AXGT Final add $3.83 major support @$3.75. Now full position at $4.18 avg. Not so bad but would be nice if it stops plunging today.😬 It's just one position sorry to have tweeted so much on it. I'll STFU now & wait for 10/30 presentation which I think a prime catalyst" [X Link](https://x.com/Opal_Chip/status/1313846718786670592) 2020-10-07T14:20Z [----] followers, [--] engagements "$ARYB I was on the road all day & couldn't tweet earlier but Stop was triggered & sold out all $9.99 for [--] cent loss. No big deal but can't possibly justify hold a chart breaking down like this - just can't. Maybe a fake that bounces back but taking the loss and moving on" [X Link](https://x.com/Opal_Chip/status/1316156293535670274) 2020-10-13T23:18Z [----] followers, [--] engagements "$XAIR took profits on half $5.97 avg. Still very undervalued and I'll be happy to add back (lower OR higher) when I feel market risk is lower. But the good news is out & I'm cutting back all positions bigtime today (see link below). https://x.com/Opal_Chip/status/1326923105206407169 https://x.com/Opal_Chip/status/1326923105206407169" [X Link](https://x.com/Opal_Chip/status/1326925182917808128) 2020-11-12T16:29Z [----] followers, [--] engagements "$XBI $IBB $SPY (1of7) Why I'm going to 90% cash. [--] reasons: [--]. Biden will announce drug price controls. People assuming not soon because he's busy with "other stuff". I think that's wishfu. I'd be shocked if this isn't incoming. Bios flying on fumes on the face of this is NUTS" [X Link](https://x.com/Opal_Chip/status/1353787886886379521) 2021-01-25T19:32Z [----] followers, [--] engagements "$XAIR $CONX & more $KMPH added" [X Link](https://x.com/Opal_Chip/status/1364222601590173696) 2021-02-23T14:36Z [----] followers, [--] engagements "$SPY $XBI - nice Open in breakout territory because of ok CPI (which won't last - but enjoy it while you can). Unfortunately I have to see at least one Close here before I'm in Buy mode again. So I will probably be doing very little today unless a daytrade or two pops up" [X Link](https://x.com/Opal_Chip/status/1369660148487229445) 2021-03-10T14:43Z [----] followers, [--] engagements "$ARPO bought back $1.38 after looking at situation: -data ASCO (early June) -PIPE investors who know their stuff like BVF Venrock -Cash to [----] -Orphan Fast Track Breakthrough designation -earlier studies met safety and efficacy endpoints Risk/Reward looks favorable to me" [X Link](https://x.com/Opal_Chip/status/1394300911229493252) 2021-05-17T14:36Z [----] followers, [--] engagements "$UUU Looking really good but August earnings still quite a ways out - no position at moment but watching for a pullback to jump in on" [X Link](https://x.com/Opal_Chip/status/1407391404175806465) 2021-06-22T17:33Z [----] followers, [--] engagements "$AHT Main support levels $2.90 and $2.50 imho. So I 1/3 at $2.93 here (so current avg price $3.13) and I'll add big if we get to $2.50 area. I doubt it but stranger things have happened 😲" [X Link](https://x.com/Opal_Chip/status/1411066805192380425) 2021-07-02T20:58Z [----] followers, [--] engagements "Weekend Update (1of2) Current positions ordered by size: $PHRRF big profit from .38 & letting it run $MUX silver miner bought Mon. $TCON bt on offering dump $ELOX $MREO both small/med size underwater but holding into later [----] $XCUR 7/15 data non-event but like the chart" [X Link](https://x.com/Opal_Chip/status/1418974366314995717) 2021-07-24T16:40Z [----] followers, [--] engagements "$TARA added $6.63. Trading under actual cash and if you roll in the $100mm value of the Priority Review Voucher they'll receive on approval of TARA-002 well. wow Falling wedge since [----] looks about ready to double bottom $6.35 then break to upside - just a wild guess" [X Link](https://x.com/Opal_Chip/status/1440745166373994497) 2021-09-22T18:29Z [----] followers, [--] engagements "$CCL - long now. Travel impact of pandemic about over new cases declining fast Delta burning out like it has elsewhere oral antivirals coming boosters coming where needed. Confidence will trend up and there's HUGE pent up demand for cruises. Chart pulled back to a good base" [X Link](https://x.com/Opal_Chip/status/1446183673594892291) 2021-10-07T18:40Z [----] followers, [--] engagements "$TARA out of all $7.88" [X Link](https://x.com/Opal_Chip/status/1447895025132658688) 2021-10-12T12:00Z [----] followers, [--] engagements "$XBI chart: I know it feels dismal but the chart is at least Neutral. It's still quite possible we bounce to $128 area soon to either: -Complete A-B-C bear mkt correction OR -Start a major up leg in a sideways/bull market. We must avoid a break like in the Red circle though" [X Link](https://x.com/Opal_Chip/status/1453094056561623040) 2021-10-26T20:19Z [----] followers, [--] engagements "Two buys today - $BOLT $8.15 not a trade that's gone well but they present 1st REAL data at ESMO early Dec. - so I'll let it play out til then. $LIFE bought starter $8.37 - been holding up GREAT in this market and CEO bought $8.57 on Tuesday. Could run when $XBI turns someday" [X Link](https://x.com/Opal_Chip/status/1461433870381899777) 2021-11-18T20:39Z [----] followers, [--] engagements "$CRVS just filled a smallish (but not small enough 😬) add right here at the gap fill. Not thrilled with the market obviously so haven't been adding anything but this was a GTC order just sitting there and has CRVS has huge upside from this level" [X Link](https://x.com/Opal_Chip/status/1478824669562249221) 2022-01-05T20:24Z [----] followers, [--] engagements "$ACET (1) starter $13.17 - From last night's update: Weve completed dosing in level [--] and now enrolling dose level [--] and remain on track to report additional interim data in 1H 2022". (That's soon) Check out the before/after images in this https://investor.adicetbio.com/static-files/0693780b-970c-490d-b041-558315e14067 https://investor.adicetbio.com/static-files/0693780b-970c-490d-b041-558315e14067" [X Link](https://x.com/Opal_Chip/status/1504100731577581571) 2022-03-16T14:22Z [----] followers, [--] engagements "$ACET (2) These are heavily pretreated after only [--] weeks treatment. ADI-001 has shown "complete responses starting at our lowest dose level". Recently: Orbimed upped stake to 16% RTW doubled to 16% Avidity upped to 8% ownership Abingworth upped stake to 5% Great relative" [X Link](https://x.com/Opal_Chip/status/1504100733397999623) 2022-03-16T14:22Z [----] followers, [--] engagements "$HOOK starter $1.58. Potential simultaneous break of Horizontal resistance AND major downtrend. Perhaps ASCO gets it going but can drop on news too if many flippers in as so often the case lately. They have TONS of cash & good catalysts thru 2022-2023 so holding longer term" [X Link](https://x.com/Opal_Chip/status/1529885463485505536) 2022-05-26T18:01Z [----] followers, [--] engagements "$HOOK (long from $1.58 yesterday - added more $1.69 today). Have not had time to research the fundamentals - will do that over weekend but a casual glance at this chart suggests this may be a pretty significant breakout today" [X Link](https://x.com/Opal_Chip/status/1530262229068685312) 2022-05-27T18:58Z [----] followers, [--] engagements "$XFOR - NEA (New Enterprise Associates) doubled their shares in the offering - just filed 13D today with 9.99% of company: Will be interesting to see who else participated in coming days. https://www.bamsec.com/filing/107261322000662cik=1501697 https://www.bamsec.com/filing/107261322000662cik=1501697" [X Link](https://x.com/anyuser/status/1605277679338635273) 2022-12-20T19:03Z [----] followers, 15.6K engagements "$DAWN bought for a swing $12.57 avg. Chart looks like this selloff is done IF it closes above $12.71 So taking a bit of a chance on it getting above there by 4pm. If not I'll exit and watch again tomorrow. Stoploss at $12.39 so a low risk trade" [X Link](https://x.com/Opal_Chip/status/1640794808120668160) 2023-03-28T19:15Z [----] followers, [---] engagements "$EFTR Looking a lot like a breakout today. Also note this $PFE collaboration AND ownership stake has been a bit below the radar. Just sayin'" [X Link](https://x.com/Opal_Chip/status/1659645975638450188) 2023-05-19T19:43Z [----] followers, [--] engagements "Position Update - trimmed a bit off each past few days + sold all CRVS all BOLT: $ICCM 6% $CAPR 5% $BTTX 4% $EFTR 5% $MREO 3% $XFOR 1.5% XFOR Aug $1 Calls 2% $CRVS 0% Sold $3.47 5/18 $BOLT 0% Sold $1.98 y'day while at dentist just saw it😬) Account cash: Cash 58% $USFR 15%" [X Link](https://x.com/Opal_Chip/status/1661406606649696258) 2023-05-24T16:19Z [----] followers, [----] engagements "$EFTR (3of5) If $PFE bought shares or shares+warrants they're 10% owners & need to file a 13G/A within [--] days. Did they just buy 1/3 of their $492mm obligation back on the cheap If so there are both positive & negative implications. 1st it strongly hints at eventual buyout" [X Link](https://x.com/Opal_Chip/status/1662130881362903050) 2023-05-26T16:17Z [----] followers, [--] engagements "$EFTR (4of5) .potential. Otoh the big milestones may be 1/3 diluted. Bound to be a bunch of disappointed longs dumping after getting trapped by the offering and shorties trying to pile it on with fake alarmism. But given the data and potential $PFE buyout speculation" [X Link](https://x.com/Opal_Chip/status/1662130883640295424) 2023-05-26T16:17Z [----] followers, [--] engagements "$EFTR soon we find out who Mystery Buyer of the PIPE was - hopefully $PFE. But ANOTHER upcoming/under radar sort-of-catalyst is re-satisfying the $1 min. bid requirement for continued NASDAQ listing. EFTR been under delisting threat and more buying will come in if that's gone" [X Link](https://x.com/Opal_Chip/status/1663947830166269952) 2023-05-31T16:37Z [----] followers, [----] engagements "$EFTR (1/2) Strength today on an unnecessarily toxic offering. Somebody know something It's unlikely Joe Retail keeping it up today. That said warrants make me skeptical $PFE was buyer so cut my position to 3% long term base. That's fine selling up 100% doesn't hurt much" [X Link](https://x.com/Opal_Chip/status/1666488661532106763) 2023-06-07T16:53Z [----] followers, [--] engagements "@user889889 @AlmightyZeezA If all $PFE would be40% Really don't know what the exceptions to deadline are OK but I suppose it's possible to request a delay in order to consolidate both Forms. I don't see why they'd do that though - it's not that big a deal to just file on time. We'll see" [X Link](https://x.com/Opal_Chip/status/1668416399960621063) 2023-06-13T00:34Z [----] followers, [--] engagements "As you can see we are close to a breakdown of a pretty good sized uptrend. Keeping a close eye on that this week. Will tweet if it breaks. (Signals are based on Closing price only - intraday excursions are ignored)" [X Link](https://x.com/Opal_Chip/status/1673367579270733824) 2023-06-26T16:28Z [----] followers, [---] engagements "@TraderJoe6 @JeremyCapoeira Nothing wrong w/warning people re: possible pump & dumps but here I see only a simple common event. Data was unexpectedly good lots of traders ran it up on spec re: offering buyer. If $PFE was buyer instead of Sabby we'd be higher. Instead we got dumping on the news then" [X Link](https://x.com/Opal_Chip/status/1673934935726366725) 2023-06-28T06:06Z [----] followers, [--] engagements "$EFTR (1of2) new short data shows the 180-degree DISinformation spewed re: Sabby shorting to drive EFTR down for nefarious purposes. Recall that S.I. is 2-week LAGGED Settlement Date data. Adjusting back for T+2 trade dates shows the Jun 1-10 runup was actually a short SQUEEZE" [X Link](https://x.com/Opal_Chip/status/1676769721755004928) 2023-07-06T01:47Z [----] followers, [----] engagements "The PEAR debacle weighed on $BTTX but IMHO this product AND this management are horses of another color. As Wall Street wakes up to this - they ARE a bit slow sometimes😜 - $BTTX has the profile to become a "darling" w/ large TAM use of AI/tech & big $$ savings for payers" [X Link](https://x.com/Opal_Chip/status/1678541319172390918) 2023-07-10T23:08Z [----] followers, [---] engagements "$BTTX listening to call on phone so can't tweet much but I'm impressed. Launch Q4. Huge TAM Payer discussions positive. Re: financing: I'm now not so sure of a big offering imminent. In talks with partners & committed to minimal dilution so may just do a small "bridge" raise" [X Link](https://x.com/Opal_Chip/status/1678757771997577216) 2023-07-11T13:36Z [----] followers, [----] engagements "$BTTX just putting this out there so I can brag about it in the future🤪 Who might be a BTTX white knight Sumitomo. a tech-oriented Japanese pharma not quite so stodgy as U.S. big pharma with a recent profitable relationship with Karbe. Just Sayin'" [X Link](https://x.com/Opal_Chip/status/1679524382077595648) 2023-07-13T16:18Z [----] followers, [----] engagements "Most of it is included here: The BIG bear thesis would be they just can't bring enough payers on board. But they could still go the retail route and compete with the likes of Noom except having full FDA approval to advertise. Their burn is low enough that they could justify a larger market cap on that alone. Failing that they would probably sell the company to a pharma that can just sit on it until Medicare coverage is passed. At today's market cap of around $18mm the absolute downside in the worst case scenario of a firesale is small (or possibly still a profit from here) compared to the" [X Link](https://x.com/Opal_Chip/status/1702386122251202658) 2023-09-14T18:17Z [----] followers, [---] engagements "$XBI seasonality spreadsheet updated. A few bad data points corrected AND one procedural error corrected (the "17 year Avg of the OTHER [--] months" line had included compounding - while the "3 months" line did not). The difference is still huge but not quite as huge as before.🤪" [X Link](https://x.com/Opal_Chip/status/1702768420796674503) 2023-09-15T19:36Z [----] followers, [----] engagements "@1679fa True - possibly not much until November earnings call but partnership / revenue-sharing news could come at anytime" [X Link](https://x.com/Opal_Chip/status/1703833535604294042) 2023-09-18T18:09Z [----] followers, [--] engagements "$XBI $IBB Biotech portfolio update: $BTTX 12% at avg. $.70 - could turn into a longer term hold but I'm assuming we'll know which way this is going by end [----]. $BDTX 5% swing trade at avg $3.10 for upcoming data. $TFLO / $USFR very happy earning near 5% in safe floating rate notes for now. Been keeping my account happy while Bio frustration continues. Future - only very short term bios / and Pairs trades. (I've been working on a pairs strategy for Twitter - w/ stocks that are both liquid enough and where timing is not so fast that I can reasonably Tweet them. I'm almost there)" [X Link](https://x.com/Opal_Chip/status/1707753339000082846) 2023-09-29T13:44Z [----] followers, [---] engagements "$XBI $IBB Biotech portfolio 2nd update today: $BTTX now my only Bio - 12% position at avg. $.70 - could turn into a longer term hold but I'm assuming we'll know which way this is going by end [----]. $TFLO / $USFR 80% position. very happy earning near 5% in safe floating rate notes for now. For immediate future - only very short term bios & Pairs trades. (I've been working on a strategy w/ pairs that are both liquid enough and where timing not so fast so I can reasonably Tweet them in time. I'm close to having something). Looking beyond that mid November will start looking at stocks beaten down" [X Link](https://x.com/Opal_Chip/status/1707850451851280588) 2023-09-29T20:10Z [----] followers, [----] engagements "Not around much today but I did buy $CAPR for a bounce trade at avg $3.02. Other than margin calls & understandable disappointment I don't see why this isn't worth $4 when cooler heads prevail. Especially if upcoming interim analysis re-wows the crowd temporarily. It is after all still likely to be a sizable return if one has a [--] year investment horizon" [X Link](https://x.com/Opal_Chip/status/1708897333620953524) 2023-10-02T17:30Z [----] followers, [----] engagements "They will have an interim data analysis in this quarter. Topline data for HOPE-3 is expected in the fourth quarter of [----] - so more like 13-14 months but true that's why price was hammered - along with general bio-unhappiness being a major factor too. But [--] months from now this is likely a $10 stock imho. That's a pretty good return for a little patience. Beats 5% Treasury Bonds" [X Link](https://x.com/Opal_Chip/status/1710129231189991431) 2023-10-06T03:05Z [----] followers, [--] engagements "$BTTX - more GREAT news today and again gets immediately dumped. Now we know why it traded strong-ish last couple of days. It also traded weak-ish ahead of the R/S vote announcement. So CLEARLY there is someone trading on inside info. I did some trading to lower my basis this a.m. but back in full already. Not selling anywhere near this valuation -if you think "The Market" can't be wildly wrong on biotech valuations just look at $TPST today" [X Link](https://x.com/Opal_Chip/status/1712121763981557856) 2023-10-11T15:03Z [----] followers, [----] engagements "It's a negative-sum game for the foreseeable future. The vast majority of bios have always sucked but we were in a liquidity induced expansion from [----] until [----]. Everyone got the idea that bios would always be great but I think the market has come to earth realizing most are vast money-burners with generally incompetent/self-interested management. There's always good short/mid duration individual plays catalyst plays etc. but I think it's a long time until there's broad optimism on the part of institutional investors" [X Link](https://x.com/Opal_Chip/status/1712534866401833390) 2023-10-12T18:25Z [----] followers, [----] engagements "@Biotrade_alert Unlikely reverse split needed because they don't meet minimum market cap for NASDAQ. Unless there is some very good news that brings EV up they'll likely be taken private or move to OTC which doesn't require $1 min. bid" [X Link](https://x.com/Opal_Chip/status/1715100110269387255) 2023-10-19T20:18Z [----] followers, [---] engagements "@jwbartelt Yes I have pondered that question and conclusion is either [--]. incompetence or [--]. there's good news in the financing like a revenue sharing partner that's pouring up some cash but getting only a limited number of common shares up front. I'm hoping it's the latter" [X Link](https://x.com/Opal_Chip/status/1715104772137550190) 2023-10-19T20:36Z [----] followers, [--] engagements "I'm sure Perry has plans to take it private if this persists but he'll still have to get a 3rd party arm's-length fairness opinion based on similar assets & the outlook for BTTX's business (which contrary to it's stock price is not so bad as far as we know). I would hope that's a fair price is closer to $12-15mm. But yeah this is why I'm waiting to buy my shares back" [X Link](https://x.com/Opal_Chip/status/1715129634008838327) 2023-10-19T22:15Z [----] followers, [--] engagements "Current trading account: $JAGX 6% been buying little dips all week $BTTX 4% sold a lot on Monday a.m. premarket and added some back but not much yet $CAPR 1.5% cut half on Thur. $TFLO 83% (floating rate notes at about 5% yield currently) I remain VERY lightly invested other than the Floating Rates. Took a shot with $BTTX that hasn't worked so far but have kept loss remarkably acceptable by adding on weakness then trading out higher. Still maintaining a decent [----] overall return and won't risk that by adding heavy BTTX back in until I see a serious positive signal. $XBI seasonal weakness" [X Link](https://x.com/Opal_Chip/status/1715189508461765000) 2023-10-20T02:13Z [----] followers, [----] engagements "$JAGX - up yesterday probably on leak of this PR probably. Then down today when flippers read it and realize they have to wait [--] or [--] weeks.🤣🤣🤣 Added some .325 this a.m" [X Link](https://x.com/Opal_Chip/status/1717172459898606075) 2023-10-25T13:33Z [----] followers, [----] engagements "@user889889 Yes - the chart didn't qualify as a comparison because it's too different - just been ratcheting up. There are buyout theories floating around" [X Link](https://x.com/Opal_Chip/status/1717341005312114897) 2023-10-26T00:42Z [----] followers, [---] engagements "@user889889 $BTTX has to raise enough $$ to get the Shareholder Equity up also - otherwise no point in R/S. They can always go onto OTC for awhile. I'm assuming my shares are locked in until a recovery or a liquidation" [X Link](https://x.com/Opal_Chip/status/1718056750987747702) 2023-10-28T00:07Z [----] followers, [---] engagements "$HRTX added .5603 today. If judging by market action it's possible the earnings call won't contain as much good news as I'd hoped. Though $XBI is a major drag and other bios have been whacked similarly. Regardless the PDUFA + positive business news + tax selling rebound WILL ALL be coming by early [----]. Here's a quote worth digesting from CEO during Q&A on 08/14 conf. call: "And so I think you'll find over the next few quarters is we'll begin to get systemwide orders that create bigger revenues almost annuities. We've had a couple of hospital systems that converted. You haven't really seen" [X Link](https://x.com/Opal_Chip/status/1723022844483756153) 2023-11-10T17:00Z [----] followers, [----] engagements "$HRTX raised guidance for [----] & onward (as we expected). Though not as much as I'd hoped so I sold a fair bit mid to upper .60's to protect my profit on the trade - and will see what happens after the earnings call as "The Street" digests the positive news. I'd think there will be some upgrades over rest of this week" [X Link](https://x.com/Opal_Chip/status/1724539519788032063) 2023-11-14T21:27Z [----] followers, [----] engagements "Well it's pretty typical for crowded data-catalyst traders to get nervous at the last minute. And while I'M not giving much significance to it - I suspect someone has been pumping a negative narrative with the 13D/A (see pic) that appeared late Friday showing Column Group dumping all their shares from last June's offering. They were the seller of that 2mm share block that crossed last week. Of course there was a buyer for that block. AND as a major insider Column would NO WAY trade [--] days ahead of data on inside info. A month maybe but not this close. The problem for me is a rough close today" [X Link](https://x.com/Opal_Chip/status/1729199686177738904) 2023-11-27T18:05Z [----] followers, [--] engagements "$REPL - Bought some today after hours for this interesting catalyst play: In their early Nov earnings call they highlighted plans for a big consolidated update of a few programs in "early December". Market seems to have forgotten but seems someone did not🤔. [--]. There was a large Call buyer of Out of Money Dec. 15th Calls this a.m. ( Options pic from @Maximus_Holla ) [--]. There's been unusually heavy share buying in the last 15-20 minutes for the past [--] days in a row. Convincing enough for me to throw a little cash at" [X Link](https://x.com/Opal_Chip/status/1730730990190919734) 2023-12-01T23:29Z [----] followers, [----] engagements "$OCUL - looks like I was wrong Friday about "no hurry on this one" Though it's a happy kind of wrong🤪. I'm pretty confident OCUL will be even higher over coming 4-6 months with important catalysts clustered around 2nd quarter [----] (which actually begins only [--] months from now): Ph.3 for AXPAXLI (wet AMD) starts enrolling Dec [----] under an FDA SPA. Potential huge indication - see $EYPT jump today (and this only a Ph.2). So far OCUL's comparable data has been equal/superior to EYPT safety profile probably somewhat better (depending on how both co.'s Ph.3's go re: residual supplement) and $OCUL" [X Link](https://x.com/anyuser/status/1731716952509329797) 2023-12-04T16:47Z [----] followers, [----] engagements "$EFTR sold today .585 (small profit). Partly I'm just cutting position into this XBI ramp which is getting a bit extended. But more important - I don't like when companies use 3rd party PR marketing firms like Youtube "news" / "investment" interviewers etc. Well today I see EFTR re-tweeted an "award" that was already PR'd twice about a month ago. (A lot of other bios we rarely hear of also got various recognition from the same Awards company). Not sure what the agenda is but same co. runs "awards" programs like this (that promise a trophy and seal to display - Wow) for a few industries" [X Link](https://x.com/Opal_Chip/status/1732516417386271139) 2023-12-06T21:44Z [----] followers, [----] engagements "$XBI - I now have zero biotechs besides $BTTX. Why did I lighten up Does XBI chart look like a bull market I can't assume that yet - need much more evidence this isn't just a rally to resistance in a trading range or a bull trap in a secular decline. Just sayin'. If turns out this IS the start of a new bull with the Fed easing and $$ being thrown around like confetti - there will be plenty of time to identify that and jump in" [X Link](https://x.com/Opal_Chip/status/1732526321220112751) 2023-12-06T22:23Z [----] followers, [---] engagements "$BTTX new ATM arrangement with Chardan announced today. Not a big deal.they've had one in place with Virtu that's almost used up so this is a refreshing. Terms are pretty standard and it's likely put in place to use on high volume up days. Which I think suggests that there's some good news coming very soon That being said - these deals make it kind of attractive to sell shares in the premarket then buy back a day or two later - which is how I've been playing BTTX lately. BTTX is required to notify Chardan by 9am on a given day that they will use the facility. This means the little guys may" [X Link](https://x.com/Opal_Chip/status/1735102980251177087) 2023-12-14T01:02Z [----] followers, [----] engagements "@dkl1897 $SPLP could just do a [-------] to [--] r/s and get the entire float taken care of" [X Link](https://x.com/Opal_Chip/status/1736843857059512694) 2023-12-18T20:20Z [----] followers, [---] engagements "$BTTX - sorry late report been out all a.m. filled some GTC's at .1708 avg. Looks like the 8-K re: NASD listing has sparked a mini-panic. (Either that or our insider-trader is at it again). I'm holding regardless if they have to move to OTC over NASD requirements it doesn't change the business itself - but I do think they get a [--] month reprieve. The stock is thinly traded - what looks like a big block of 150k shares crossing the tape is only about $25k🤣" [X Link](https://x.com/Opal_Chip/status/1737525616205852847) 2023-12-20T17:29Z [----] followers, [----] engagements "$XBI a sort-of breakout today (assuming it closes here). Though I'm suspicious of action either way on day after Christmas. Other problem is the layers of minor resistance at each previous peak looking back. Hmmm. So I'm in wait/watch mode. Added more $GLTO this a.m" [X Link](https://x.com/Opal_Chip/status/1739713240253300925) 2023-12-26T18:22Z [----] followers, [----] engagements "$CTSO bought starter $1.63 avg. on today's dip. Leaving room to add more lower. In Q3 earnings call they teased info by year-end that would tip as to whether data from completed STAR-T trial is good enough to support a PMA (premarket approval application). This can be a transformational product for $CTSO - earnings-wise. BUT. no database lock yet - so looks like it's running late (often not a great thing if reeaallllly overdue). But not uncommon this time of year so I'm assuming an announcement in early Jan. I see [--] rather positive clues now though: [--]. The help wanted ad posted last week for" [X Link](https://x.com/Opal_Chip/status/1740108780459688192) 2023-12-27T20:33Z [----] followers, [----] engagements "$CTSO well.My catalyst timing was right on 😝. Not a great result here but this is why I did only a starter size and left room to add lower. IMHO the knee-jerk selling based on failure to achieve primary endpoint is premature. On reading the PR fully (pic has relevant excerpt) I'm guessing that the situation is not so negativeand there's interesting risk/reward from here. Appears that 10% of the subjects in an overconfident trial design caused a near miss. Just IMHO - despite they have to be very careful with their statements today - they will file the PMA and likely be approved for that 90%+" [X Link](https://x.com/anyuser/status/1740373836086816781) 2023-12-28T14:07Z [--] followers, [----] engagements "$GLTO on verge of a major breakout if it holds gains today. (and saving my ass from the CTSO wipeout) Will post chart when I'm back at my pc" [X Link](https://x.com/anyuser/status/1740416951028236344) 2023-12-28T16:58Z [--] followers, [---] engagements "$GLTO chart - close .76 or higher is a breakout with LOTS of room to run" [X Link](https://x.com/Opal_Chip/status/1740424519444299992) 2023-12-28T17:28Z [----] followers, [---] engagements "$GLTO chart - close .76 or higher is a breakout with LOTS of room to run. Of course what they often do is pull back to close just below the breakout level then gap higher the following day That way as many traders as possible are deprived of getting in🤪" [X Link](https://x.com/Opal_Chip/status/1740436277143507176) 2023-12-28T18:15Z [----] followers, [----] engagements "@agile_cheetah One thing that would change my trading range guess would be large insider buys - which I hope to see next week. That would be a VERY strong signal that PMA is in works. So in that case I'd say $1.15-$1.40 while waiting for data" [X Link](https://x.com/anyuser/status/1740882861694304507) 2023-12-29T23:49Z [--] followers, [--] engagements "My [----] stats - Better than $XBI but disappointing year to me considering how it could have been with the huge ramp over past [--] weeks that I mostly sat out. Otoh I also sat out the massive decline through much of the year So file under "you win some you lose some."😛 50.1% win percentage is worst I've had in a very long time. I'm usually between 60%-65% winners annually. But I do have discipline to keep winners larger than losers (stat circled in green). You can see that [----] ratio is the ONLY reason I had an OK year. Also should mention that 3.5% of that 29.2% came by trading all excess cash" [X Link](https://x.com/anyuser/status/1742189466372997567) 2024-01-02T14:21Z [--] followers, [---] engagements "Yes need payers and the biggest thing of all would be a partner that invests some cash up front. I think that's all coming - the main pieces all moving in the right direction. Question is how much dilution it's going to take to get sales/cash flow going and get share price up to a reasonable valuation. A partner solves that really fast" [X Link](https://x.com/Opal_Chip/status/1743417685075955801) 2024-01-05T23:42Z [----] followers, [---] engagements "@BioWino Can't guarantee I'm right but my count assuming all currently ITM warrants were exercised is about 45mm shares. (So diluted market cap here at $3.27 is near $150mm). At $4.78 another [---] mm warrants become exercisable - but that's a ways to go" [X Link](https://x.com/anyuser/status/1744375605406155138) 2024-01-08T15:08Z [--] followers, [---] engagements "@ByMadeleineA @ApexOnco There are about [----] million warrants in the money now after today's jump (+ another 7mm overhang $1 higher from here ignorable for now) so current "fully diluted" market cap seems closer to $110mm" [X Link](https://x.com/anyuser/status/1744405230572159454) 2024-01-08T17:06Z [--] followers, [---] engagements "$BCEL in Oct. [----] the SEC made changes to 13D & 13G reporting requirements that investors - and Tweeters - should really know. See the pic for why this made it look like Baker increased their stake when actually they have decreased it. (Baker's "right to acquire shares" went from 4.99% to 19.99% because of BCEL's rule change). But here's a link to full details of the new SEC guidance:" [X Link](https://x.com/Opal_Chip/status/1745466735250079843) 2024-01-11T15:24Z [----] followers, [---] engagements "$BCEL in Oct. [----] the SEC made changes to 13D & 13G reporting requirements that investors - and Tweeters - should really know. See the pic for why this made it look like Baker increased their stake when actually they have decreased it. (Baker's "right to acquire shares" went from 4.99% to 19.99% because of BCEL's rule change). NOTE - 13G's are filed by any fund that controls 5% of a company's voting shares AND has either bought or sold even [--] share during the previous calendar year. The 13G amount report is the FULL POSITION size - not the amount bouth or sold. There's going to be A LOT of" [X Link](https://x.com/Opal_Chip/status/1745470191603941800) 2024-01-11T15:38Z [----] followers, [---] engagements "$ICU sold one-third .64 in after hours (thought it was half but again forgot I have some in 2nd account). Still now I can just put in some high GTC orders and sleep a bit later" [X Link](https://x.com/Opal_Chip/status/1747787026597114091) 2024-01-18T01:04Z [----] followers, [---] engagements "On the way to Vermont snowboarding until Friday - not sure how much I'll be in touch from the mountains but will check in when I can" [X Link](https://x.com/Opal_Chip/status/1749504772925702450) 2024-01-22T18:50Z [----] followers, [---] engagements "Recap before heading to the ski slopes. Over past couple days sold all $GLTO $CTSO (and $ICU but just bought it all back) . Only positions now are: $ ICU $XAIR $BTTX $JAGX (and lots of $TLT & $TFLO)" [X Link](https://x.com/Opal_Chip/status/1750549476870139917) 2024-01-25T16:01Z [----] followers, [----] engagements "$CTSO looks like my stop out yesterday made the bottom. Have to stick to risk control/stops but this shows what can happen when you buy too much of an illiquid sinking stock Note to self: DON'T DO THAT 😜" [X Link](https://x.com/Opal_Chip/status/1750905116301971498) 2024-01-26T15:34Z [----] followers, [---] engagements "It's only horrendous if you're not watching very carefully and have stops in place. A prerequisite for a trade like that is to have a stoploss level that makes sense (chart-wise) and place it immediately on being filled. Also $IBB makes it safer than if it was $TSLA or something like that. I used to do $500k of $XOM with [--] cent profit/loss objectives and used One Sends Other to place the stoploss. I only got nailed once on a newsflash but it sucked" [X Link](https://x.com/Opal_Chip/status/1753125354003210514) 2024-02-01T18:37Z [----] followers, [--] engagements "$XAIR $1.87 avg (actually got filled on a few $1.88) took some off the table with a 50% profit. Will look to buy dips on this one but it's closing in on resistance here and Earnings Call is still [--] days away. Here's my chart" [X Link](https://x.com/Opal_Chip/status/1753126370341695831) 2024-02-01T18:41Z [----] followers, [---] engagements "@VIPSheffTrades Wondering if you have a feel for how often this kind of data delay is a serious negative vs. just a CRO running late for no particular reason $ANVS" [X Link](https://x.com/Opal_Chip/status/1754345176128950524) 2024-02-05T03:24Z [----] followers, [---] engagements "$BTTX - Now the rest of the news: Offering today @ .19/share Dilution is sizable doubling shares outstanding to 100mm (and assuming warrants get exercised to 150mm). Fully diluted at $.19 the market cap now is $28mm. A big jump from yesterday but not large given the TAM. With signing of a large PBM (OptumRx /United Healthcare - 3rd largest in U.S. - is my guess based on the 70mm patients figure) there's most certainly more good news re: insurance coverage coming very soon. That's why someone is buying this offering. BTTX cash burn is pretty low so it won't take all that much to get them near" [X Link](https://x.com/Opal_Chip/status/1754895993319903451) 2024-02-06T15:53Z [----] followers, [----] engagements "Portfolio update. But first. My macro opinion. Inflation isn't cooling like Cathie Wood expected🤣 But anyway the current problem is Prices not rate of inflation. Inflation could be zero right now but prices are still waaay up vs. incomes. Until income catches up - we have unaffordability (and angry voters). The Fed is jammed because Gov't can't afford high rates but inflation feeds off low rates. So interest rates likely fluctuate around current levels - and deficit continues to expand anyway. With the "back to 2%" hype fading the Nov.-Jan. market rally should be over-extended here (though" [X Link](https://x.com/Opal_Chip/status/1757465577419882746) 2024-02-13T18:03Z [----] followers, [----] engagements "No way to know when/if they will use the shelf offering. They're looking for non-dilutive $$ first because the insiders are large shareholders and would like to avoid dilution as much as we would. But even if all the those shares & warrants are issued right now market cap still only $27mm. Dilution would chop upside for current shareholders but would also remove financial issues for a little while - maybe buy time to allow prescription coverage and sales developments. The only REAL problem BTTX faces is low valuation by the market making capital raises ridiculously costly.but one event that" [X Link](https://x.com/Opal_Chip/status/1760309892848513333) 2024-02-21T14:25Z [----] followers, [---] engagements "It seems BTTX is close to turning a corner if they can get financing done but my worry is Private Equity could come in and scoop BTTX up and let it grow organically without needing to worry about market forces depressing valuation. Private companies like Swing Therapeutics and Big Health who acquired Limbix a few months ago (Limbix was also private) seem to be chugging along - and neither has anything approaching the TAM of BTTX's pipeline" [X Link](https://x.com/Opal_Chip/status/1760332338196533519) 2024-02-21T15:55Z [----] followers, [---] engagements "$CVNA - Very interesting Potentially powerful considering it's trading afterhours above breakout levels. Shares too volatile for me - but will be looking for an opportunity tomorrow to grab some short dated out-of-money calls" [X Link](https://x.com/Opal_Chip/status/1760787638003343672) 2024-02-22T22:04Z [----] followers, [---] engagements "$BTTX this was in the latest (Feb. 6th) S-1A. The appeal date is March 14th and then usually [--] days for the NASD decision. So mid-April to late April - they would be granted another [---] days or they'll be forced to do the [--] for [--] R/S. Unless there's some important news coming that we don't know about I think much more likely they need to do the split. But again I don't believe a split matters to the success or fail of business. Don't know now if they sink/float - I think that should be much clearer after the next quarterly update" [X Link](https://x.com/Opal_Chip/status/1761041150784245854) 2024-02-23T14:51Z [----] followers, [---] engagements "$GMDA - I suspect Gamida not allowed to make the poster presentation contents public until after the Tandem Meetings has ended. (The lame PR today linking to abstracts written last October isn't it😠). Doing so would ruin the informational advantage that attendees pay big bucks for. But judging by lack of buying it appears they didn't report any spectacular 4th cohort data yet. Haven't made up my mind but will probably hold since that data is slated for "1st quarter" which only has [--] weeks to go" [X Link](https://x.com/Opal_Chip/status/1761054860311412967) 2024-02-23T15:46Z [----] followers, [---] engagements "$BTTX [---] day extension someone asked about - The problem is that BTTX is out of compliance with BOTH Minimum Market Cap AND Minimum Bid Price. You're eligible for [---] day extension on one or the other but not both at same time. NASD can do whatever they want but unless BTTX has a very compelling argument the likely will need to remedy price with R/S so they are eligible for another extension" [X Link](https://x.com/Opal_Chip/status/1761058917390471639) 2024-02-23T16:02Z [----] followers, [---] engagements "$LUNR bought 5% position $6.42" [X Link](https://x.com/Opal_Chip/status/1761167343273537600) 2024-02-23T23:13Z [----] followers, [----] engagements "If opens lower Monday I'll add - but I think there's some serious upside at a market cap here of like $120mm (Quick decision here and I haven't had time to look at debt liabilities yet though - will do so over weekend)" [X Link](https://x.com/Opal_Chip/status/1761168198634807366) 2024-02-23T23:16Z [----] followers, [---] engagements "$LUNR Thanks. I see they did a warrant exercise deal in Jan that looks like a blatant share gift on the verge of a transformational event. Hopefully they won't do that again. But those all deep in the money now and may get exercised organically which could mitigate need for some secondary raises - which seems likely after this sort of runup. I'd think an offering gets strong demand/pricing so not worrying too much. But all this stuff affects EV so will be sorting through it over weekend" [X Link](https://x.com/Opal_Chip/status/1761175638805807352) 2024-02-23T23:46Z [----] followers, [---] engagements "$LUNR chart for Monday. gap right about $5 - wouldn't mind a weak opening on this news (or possibly secondary offering - stranger things have happened) and grab some there. Overhead pretty strong resistance at $8 for now" [X Link](https://x.com/Opal_Chip/status/1761181348574761197) 2024-02-24T00:08Z [----] followers, [----] engagements "$LUNR sold all $6.77 for .36 profit. Sorry for flip flop but as I'm looking into capital structure I see it's complicated and larger than Finviz is showing (which is where I look when in a hurry). I'll have to do some work to figure out. Certainly not as cheap as I thought. still likely to re-enter Monday - but I need to be sure of what I'm owning" [X Link](https://x.com/Opal_Chip/status/1761183818117943504) 2024-02-24T00:18Z [----] followers, [----] engagements "$LUNR - as promised I had a look to figure current market cap. since sites like Finviz & Ycharts wildly underestimate it by ignoring Series A pref. Class B & C common & warrants - all of which will be converted eventually. So market cap not a good metric currently - a ballpark fully diluted Enterprise Value makes more sense. There's a graphic in the Jan. 24th S-1 that enables a basic calculation (pic). If you add all the "eventual" Class A shares to the current outstanding it totals 160mm shares. At Friday's AH close of $9.5 it's a seat-of-pants EV near $1.5 billion. But that's the easy part." [X Link](https://x.com/Opal_Chip/status/1761982811995574575) 2024-02-26T05:13Z [----] followers, [----] engagements "@ATLanalyst $LUNR EV now - since at $7 we can consider the $11.50 warrants far away from exercise we can revise the current EV to "only" $1bln" [X Link](https://x.com/Opal_Chip/status/1762126731480305706) 2024-02-26T14:45Z [----] followers, [---] engagements "@garyhead70 True if they're still enrolling. but sometimes isn't updated on time ($ANVS a good example of that today😬). I'll verify on Tuesday" [X Link](https://x.com/Opal_Chip/status/1762483154235891757) 2024-02-27T14:21Z [----] followers, [--] engagements "Mixed - There's been some buying of the APR & JUL $2.5's. But it's small potatoes $$-wise at .05 per contract. Likely just a retailer taking a shot. The $7.5's insignificant. Citadel did up 726% but to a whopping $41000 position🤪. So nothing very exciting there for me. Not sure what Ph.3 readout is referred to (unless the extended "real world" study"). But no study results matter at this point unless they announce major payers signing on and half-decent prescription numbers in the Q4 earnings call" [X Link](https://x.com/Opal_Chip/status/1762508763695558875) 2024-02-27T16:03Z [----] followers, [--] engagements "$BTTX Well it looks like something important is about to happen. Could be a big partnership sale of company BK delisting going private large PIPE. But seems one way or other things are about to change a lot" [X Link](https://x.com/Opal_Chip/status/1763570563308511573) 2024-03-01T14:22Z [----] followers, [---] engagements "$BTTX Main reason they would remove it in some of circumstances is just to get as much of the associated fees as possible refunded. There was $6k in SEC/FINRA regulatory fees but $500k in fees total (legal accounting etc.) added as liabilities to the balance sheet. So it's desirable to clean all that stuff up for almost anything they would be about to do" [X Link](https://x.com/Opal_Chip/status/1763578681673347379) 2024-03-01T14:54Z [----] followers, [---] engagements "@zeroobetaa Wow. Glad to be wrong about that but I'm not selling at this market cap of like $2mm. I'd rather take a chance on a deal getting done" [X Link](https://x.com/Opal_Chip/status/1768283912910885256) 2024-03-14T14:31Z [----] followers, [--] engagements "This is classic Trading the news action - NOT a political statement - on Tuesday Biden tipped the exact timing of the swing low in $DJT 🤪" [X Link](https://x.com/Opal_Chip/status/1781068914157322519) 2024-04-18T21:14Z [----] followers, [---] engagements "$SBFM well I've spent a couple hours trying to decipher the warrant situation - and I've come to the conclusion that it's too hard to value this - but clearly the warrant holders were given the keys to the store - the only question is how much they got away with. So I'll put this one in the "OOPS" category and move on. Lots of moving parts in the 2/14 prospectus but it looks like the warrant terms were deliberately designed to undermine existing shareholders imho. The terms are vaguely worded which is why there's so much confusion online about how many shares are issuable to warrant holders." [X Link](https://x.com/anyuser/status/1782217270116098492) 2024-04-22T01:18Z [----] followers, [----] engagements "$JAGX grabbed a few near the close .178. Phase3 data imminent and chart has a good look. They're low on cash - so combo of no offering on recent ramp + 4/9 announce of no reverse split indicates expecting positive data. Recent licensing deal limits downside a little but this is a MAJOR binary not for company itself but if data not good current shareholders are toast. Shelf offering lined up - so need to be nimble/not too greedy. I'm thinking risk reward about 300% up vs. 90% down" [X Link](https://x.com/Opal_Chip/status/1783982654099988696) 2024-04-26T22:13Z [----] followers, [---] engagements "No way you can print these kinds of deficits AND have low interest rates without runaway inflation. The secular low interest rate environment is over. Sure push the Fed to lower the [--] year to 1% again - if you think voters won't mind $8/gal gas. It'll be fine: they can take out a 2% home equity loan to fill their gas tank until they get a $50/hr minimum wage job in San Francisco🤪" [X Link](https://x.com/Opal_Chip/status/1784291956446679372) 2024-04-27T18:42Z [----] followers, [--] engagements "$CRVS a good example of what I mentioned in this post: If offering done BEFORE catalysts with participation by insiders/well-regarded funds ESPECIALLY if data unblinded AND/OR no IMMEDIATE NNED for the cash - then the situation is a buy. Despite today being a large dilution nearly doubling the float and fully diluted market cap up 75% from yesterday's close. The EFFECTIVE price that participants paid was about $1.23/share because the warrants are worth [--] cents. This happens because retailers who dominate trading in micro-bios rarely understand/care about realities of offering terms warrants" [X Link](https://x.com/anyuser/status/1786190644450357540) 2024-05-03T00:26Z [----] followers, [----] engagements "$CRVS filled a few GTC orders in the $1.53-1.63 range. I'm on the road and have no idea what the dip is about but not too worried - will add more in the low $1.40's if gets there" [X Link](https://x.com/Opal_Chip/status/1787843718680027636) 2024-05-07T13:55Z [----] followers, [---] engagements "Company/management has a history. I'd urge anyone to do VERY careful due diligence going back through [----] before investing. Just sayin' - no position of any sort Here's a DD starter with some easily found info: And last but not least - long important read. https://www.docketalarm.com/cases/Florida_Middle_District_Court/8--21-cv-02716/Venn_Therapeutics_v._Corbus_Pharmaceuticals_Holdings_Inc/1/ https://seekingalpha.com/article/4245168-corbus-ties-to-suspect-investors-and-history-of-failed-clinical-trials-for-lenabasum" [X Link](https://x.com/Opal_Chip/status/1796948666848080373) 2024-06-01T16:55Z [----] followers, [---] engagements "$UNCY - Bought starter .4003. NDA filing this quarter so expect approval [----] Q2 if all goes normally. Data has been excellent cash "into 2026" according to co. TAM sizable compared to market cap. Quality investors in last March with the $50mm private placement at much higher valuation than now. Chart points to possible retest of .36-.37 level so leaving room to add in that area. BTW - I've been gone way longer than expected. Bunch of personal stuff came up all at once but I'm back now for the most part. Though. we're nearly in my negative biotech seasonal period (update on that tonight or" [X Link](https://x.com/Opal_Chip/status/1814368619431649550) 2024-07-19T18:36Z [----] followers, [----] engagements "$UNCY - added .29 this morning. Still a minor position because of my $XBI Seasonality assumptions. But $UNCY looking too juicy here. Selloff seems like a crowded trade finally blowing out. Company has plenty of cash and TAM that's multiples of its market cap. I'm just averaging in and putting it away until approval in [----]. (btw - sorry I haven't responded to some questions etc. I was off grid longer than planned back just for today heading right out again for some RedSox games kayaking Boston area then up to Vermont.) So not back to real trading until Aug 26th but I'll try to get some" [X Link](https://x.com/Opal_Chip/status/1823372569925542064) 2024-08-13T14:54Z [----] followers, [----] engagements "$UNCY - just doubled up at .25 area. That'll be enough for me to hold. Besides we have to pack up and head to Boston to heckle the Red Sox tonight.😜" [X Link](https://x.com/Opal_Chip/status/1823381650652213297) 2024-08-13T15:30Z [----] followers, [---] engagements "@VIPSheffTrades For me this is a hold through approval next year. Fully diluted market cap at .25 (with all preferreds converted) is only $32mm. Seems very cheap considering the potential market for OLC" [X Link](https://x.com/Opal_Chip/status/1823404173452292269) 2024-08-13T17:00Z [----] followers, [---] engagements "$UNCY out of all .47 approx. This trading profit reduces my basis to BELOW zero so when I re-buy (in maybe 2-3 weeks) I can hold through the FDA filing in early November with a profit in the name even in the worst-case scenario of filing denied/delayed" [X Link](https://x.com/Opal_Chip/status/1837142469185602006) 2024-09-20T14:51Z [----] followers, [----] engagements "Pretty obvious resistance between .485-.50 (and I like to sell early into strength) + We're right in the center of my $XBI seasonal weakness period (AUG-OCT) + FDA decision is still [--] weeks away. So taking the $$ off the table and re-buying closer to November. Again this stock now owes me nothing so even if I have to pay a little higher I'm OK with that" [X Link](https://x.com/Opal_Chip/status/1837144209918169354) 2024-09-20T14:58Z [----] followers, [---] engagements "btw I do all my trading in SEP-IRA / Roth IRA accounts so I have no short term capital gain consequences. If you're a younger investor I urge you to contribute as much into IRA accounts as fast as you can. The difference after a lifetime of investing is enormous" [X Link](https://x.com/Opal_Chip/status/1837147611955867667) 2024-09-20T15:11Z [----] followers, [---] engagements "$UNCY starting to look like a potential big mover with positive action past [--] weeks and likely breakout from long rounding bottom this week. BTW - I've been away from trading/tweeting for couple months but returning fully over next few days. Will post results of my $XBI seasonal JUL-OCT pattern later tonight or tomorrow" [X Link](https://x.com/Opal_Chip/status/1854635305321537684) 2024-11-07T21:21Z [----] followers, [----] engagements "$UNCY They haven't suddenly eliminated the 3-year additional post-TDAPA adjustments (if that's what you're saying). You may have only read the CMS press release which is a very abbreviated list of the full [----] Medicare rules that doesn't mention post-TDAPA. but the legal version of the full rules are published in the Federal Register. This clip is from yesterday's Federal Register" [X Link](https://x.com/Opal_Chip/status/1856775062818349350) 2024-11-13T19:04Z [----] followers, [---] engagements "$UNCY bought around .428 avg. I'll be posting an interesting take on it a little later today" [X Link](https://x.com/Opal_Chip/status/1857075557214695742) 2024-11-14T14:58Z [----] followers, [---] engagements "$UNCY From a few days ago at the American Society of Nephrology (ASN) Kidney Week. Video interview hasn't gotten any mentions on Twitter that I can find. Discusses OLC of course but also UNI-494 which could be a value driver later 2025/2026. https://www.youtube.com/watchv=nuIuP6OPm60 https://www.youtube.com/watchv=nuIuP6OPm60" [X Link](https://x.com/Opal_Chip/status/1860076606079008771) 2024-11-22T21:43Z [----] followers, [----] engagements "$UNCY sold my 50% trading tranche $.55 for another nice profit. No change in the other 50%/long term account plan to hold into 2q2025 approval. Nice move today but. we ARE still in tax selling season + the Jan.1 Medicare bundle change coming could affect next few weeks + the post-election rally not very convincing. I could be wrong (obviously) but seems a reasonable time to sell into strength on a trading basis" [X Link](https://x.com/Opal_Chip/status/1861121396551856465) 2024-11-25T18:54Z [----] followers, [----] engagements "I sure hope so but the political situation is so mixed up right now hard to say what can happen. Seems like it would be an easy popular win for patients and Congress to at least kick the can again even if they need to get bi-partisan support by arguing that DOGE needs to look at major changes first" [X Link](https://x.com/Opal_Chip/status/1861127387259302188) 2024-11-25T19:18Z [----] followers, [--] engagements "$VKTX - Bought a good size starter today. The manufacturing deal is misunderstood imho in that it's transferable and I think INCREASES the attractiveness of a deal to medium/big pharma because it locks down supply chain issues. Plus valuation as an independent is not crazy here. $UNCY and $PGEN (and $IBB for that matter) acting pretty well during this selloff. I will likely re-enter both of those soon. * I haven't had anything to tweet lately simply because I've had no positions for about a month now. This is 1st step back in - but watching closely for a valid reversal. And I'd really like to" [X Link](https://x.com/Opal_Chip/status/1899550442230554849) 2025-03-11T19:58Z [----] followers, [----] engagements "Yes the FDA is in turmoil but a few buys today anyway. Maybe a dumb idea but I've been running with near $zero positions since January. So while it's likely early to be wholesale buying this downdraft - I nibbled on a few that seem to have value today and will probably continue nibbling lower: $CAPR been threatening to break out for years - finally did and nice pullback to add here - with PDUFA scheduled end of August + plenty of cash. Synopsis here (might need the free account to read): $NVCT - high risk/high reward on upcoming data. But upside in absolute $$ way more than downside. See" [X Link](https://x.com/Opal_Chip/status/1908195855754289260) 2025-04-04T16:31Z [----] followers, [---] engagements "$VKTX - I'm 100% out after news of Trump/RFK ruling against Medicare for weight loss GLP's. Yes RFK thinks we all should just diet and exercise which is true in many cases and silly in others. But regardless it now gets me thinking. Given the aggressiveness exhibited elsewhere so far VKTX may face regulatory hostility even toward approval DESPITE being effective and safe. So seems there will be better types of bios to allocate $$ to. And certainly this changes valuation re: a buyout. Not saying this to be political but as investors we have to live in reality - and realistically we ARE in an" [X Link](https://x.com/Opal_Chip/status/1908296732124782986) 2025-04-04T23:12Z [----] followers, [----] engagements "$NVCT - there's been misinformation floating around - don't know if it's intentional or ignorance but here's the relevant info that was presented yesterday - signed off on by experts at Mayo Clinic MD Anderson Edinburgh BU School of Medicine and more. [---] is HIGHLY effective and SAFE. Some of these patients had up to TWENTY prior lines of treatment and there was one Gr.5 pneumonia judged (by experts - not Twitter trolls) as unrelated to treatment. If you disagree don't tell me - call the Mayo Clinic and see if they'll hire you.🤪🤣" [X Link](https://x.com/Opal_Chip/status/1917637403583602907) 2025-04-30T17:49Z [----] followers, [----] engagements "$UNCY Back in this morning with a new starter at $4.04 avg. Day after earnings call they file 8K reporting a 25% dilution. See pics. Not a great look but the 8/14 investors (who I assume took down these shares) are solid and I'm in lower than they are. With ample cash regulatory news flow seems likely to be positive going forward" [X Link](https://x.com/Opal_Chip/status/1957535960855638173) 2025-08-18T20:11Z [----] followers, [----] engagements "$UNCY 1st.see pic - DONE Plus Some already. 😝. The class action will (eventually) be tossed imho as meritless but will still cost some $$. Not going to change where UNCY is going over the next [--] months. I'll buy more if it gets into the mid $3's on this. BTW link to the study the Pic is from: https://papers.ssrn.com/sol3/papers.cfmabstract_id=2404001 https://papers.ssrn.com/sol3/papers.cfmabstract_id=2404001" [X Link](https://x.com/Opal_Chip/status/1957639606960320726) 2025-08-19T03:03Z [----] followers, [----] engagements "$SRPT no longer on watch. After new HOD I don't see good risk/reward set up anywhere. $39.53 would be the spot if you really want in" [X Link](https://x.com/Opal_Chip/status/903274870833790977) 2017-08-31T15:14Z [----] followers, [--] engagements "$TPIV Intriguing chart. Nice base short term LT looks possible to go MUCH higher. NEGs - Illiquid and has been a dog for [--] yr+. Hmmm" [X Link](https://x.com/Opal_Chip/status/919608953218129920) 2017-10-15T17:00Z [----] followers, [--] engagements "$GG Something for the watchlist. Miners often make important tops/bottoms at end of year/New Year. Note last year's reversal - possible repeat here. $GG was upped to Buy @Citi last week on value. Tax selling of the PM sector could drive to low $12's then a run up into early '18" [X Link](https://x.com/Opal_Chip/status/937719847944720384) 2017-12-04T16:26Z [----] followers, [--] engagements "$ALT looking at re-entering today and decided to double check thier cash position. In the Q3 conf. call they stated maybe to 1Q2019 w/tax refund. The 10Q though clearly says Sep. [----] WITH refund. Have to be careful here - ther's a potential financing lurking out there soon" [X Link](https://x.com/Opal_Chip/status/974017237643272192) 2018-03-14T20:19Z [----] followers, [--] engagements "@StockCats No but I'm about [--] lbs. heavier. That must count for something" [X Link](https://x.com/anyuser/status/1262470433603047426) 2020-05-18T19:49Z [----] followers, [--] engagements "Great tweets from Ripster. Usually my "R" is small % of account size so it floats as account grows. I would add try exploring this "Risk of Ruin" tool to see how easily you can blow up an account with Win/Loss ratios that appear respectably average: https://www.cashbackforex.com/tools/risk-of-ruin-calculator #tradingtips #R 1st Rule for Newbies. Every Trade You Take Try to "lose" (if you lose) a FIXED AMT every time. -"R" Then when you win try to make 2R 3R (r can be [------] etc. ) Dnt matter how many times u lose NEVER EVER lose more than "R" Find your R -"risk $" per trade" [X Link](https://x.com/anyuser/status/1396543874844303360) 2021-05-23T19:09Z [----] followers, [--] engagements "#tradingtips #R 1st Rule for Newbies. Every Trade You Take Try to "lose" (if you lose) a FIXED AMT every time. -"R" Then when you win try to make 2R 3R (r can be [------] etc. ) Dnt matter how many times u lose NEVER EVER lose more than "R" Find your R -"risk $" per trade" [X Link](https://x.com/anyuser/status/1308924744075534340) 2020-09-24T00:22Z 455.9K followers, [----] engagements "$XAIR seems to be firing on all cylinders. Oh wait. they don't use "cylinders" 😜😜😜" [X Link](https://x.com/anyuser/status/1214570938387185665) 2020-01-07T15:34Z [----] followers, [--] engagements "$AVYA short squeeze Not super-low float & options not super liquid (yet) but at current $65mm market cap w/ 18% Short Float - I'm no squeeze expert but seems plausible AVYA can get picked up by the Wall Street Bets crowd. That would be interesting" [X Link](https://x.com/anyuser/status/1561533848109842447) 2022-08-22T02:00Z [----] followers, [--] engagements "$XBI [----] bear market (-65%) compared to all other Bears since [----]. (Total 1929-1930's decline was near 90% but technically consisted of a series of Bears/Bulls. So $XBI probably qualifies as 2nd worst Bear in history behind the [----] dot-com implosion. Data from SeekingAlpha" [X Link](https://x.com/anyuser/status/1588661866674507776) 2022-11-04T22:37Z [----] followers, [--] engagements "(1 of 3) $XAIR vs $BLPH $BLPH was a spinout of Ikaria (because my guess is $MNK wasn't interested in purchasing InoPulse with InoMax tank system.) InoPulse is basically a mini-tank system with a patented pulse delivery that has advantages in ambulatory use. BUT" [X Link](https://x.com/anyuser/status/1241011481128419329) 2020-03-20T14:39Z [----] followers, [--] engagements "$XFOR - NEA (New Enterprise Associates) doubled their shares in the offering - just filed 13D today with 9.99% of company: Will be interesting to see who else participated in coming days. https://www.bamsec.com/filing/107261322000662cik=1501697 https://www.bamsec.com/filing/107261322000662cik=1501697" [X Link](https://x.com/anyuser/status/1605277679338635273) 2022-12-20T19:03Z [----] followers, 15.6K engagements "$XBI now lower than it was [--] years ago Where's "asset inflation" when we need it" [X Link](https://x.com/anyuser/status/1703832830294315208) 2023-09-18T18:06Z [----] followers, [----] engagements "$SBFM Here's my $2 (was going to be my [--] cents but it's such a long post that I decided to Reverse Split it).🤪 The attached pic shows my paraphrasing from the 2/14 prospectus simplifying some of the language explaining the Reverse Stock Split. Here are my comments re: each numbered section: [--]. IF - They KNEW they were going to effect a Reverse Split and the Prospectus said so: We have obtained shareholder approval for and intend to complete a reverse stock split. The significance of that from a regulatory perspective is that the warrant terms were not remote emergency contingencies. They" [X Link](https://x.com/anyuser/status/1782462383803310373) 2024-04-22T17:32Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Opal_Chip Opal Chip
Opal Chip posts on X about $bttx, $xbi, data, market the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] +64%
- [--] Month [-----] +133%
- [--] Months [------] +17%
- [--] Year [------] -42%
Mentions: [--] #
- [--] Week [--] -50%
- [--] Month [--] +40%
- [--] Months [--] +89%
- [--] Year [--] -50%
Followers: [-------] #
- [--] Week [-----] +0.07%
- [--] Month [-----] +0.25%
- [--] Months [-----] -0.39%
- [--] Year [-----] +0.22%
CreatorRank: undefined #
Social Influence
Social category influence finance stocks cryptocurrencies technology brands social networks countries exchanges vc firms automotive brands travel destinations
Social topic influence $bttx, $xbi, data, market, $xair, $eftr, market cap, $xfor, $sava, in the
Top accounts mentioned or mentioned by @user889889 @pharmdca @erikotto2 @vipshefftrades @stockcats @plantmath1 @handjobbob @thenorthstar5 @steveyonezu @biomaven @bs2537 @suresheemosore @partnersraw @brendan49 @almightyzeeza @traderjoe6 @jeremycapoeira @1679fa @biotradealert @jwbartelt
Top assets mentioned Pfizer, Inc. (PFE) SPDR S&P [---] ETF Trust (SPY) Intuitive Machines, Inc. (LUNR) Connex (CONX) Bolt Biotherapeutics, Inc. (BOLT) Galecto Inc. (GLTO) AhaToken (AHT) Protagonist Therapeutics, Inc (PTGX) Fractyl Health, Inc. (GUTS) Freeport-McMoRan Inc (FCX) AxonDAO Governance Token (AXGT) Ocular Therapeutix, Inc. (OCUL) Viking Therapeutics, Inc (VKTX) Unicycive Therapeutics, Inc. (UNCY)
Top Social Posts
Top posts by engagements in the last [--] hours
"$CRVS (3of6) Since then CRVS sank with the biotech bear market. Date is unknown for Mupadolimab data but CRVS also has CPI-818 Phase 1/1b data coming later [----] ( also promising so far). Astra reported more good anti-CD73 data at AACR last April which reinforces CRVS' chances"
X Link 2022-07-21T18:16Z [----] followers, [--] engagements
"$CRVS (4of6) Cash on hand $48mm (my estimate) - enough for another [--] quarters+ well beyond major data readouts. CEO & CFO have bought shares on open market recently. Speaking of CEO Richard Miller was founder of $PCYC which was acquired for $21 bln by AbbVie. He received"
X Link 2022-07-21T18:16Z [----] followers, [--] engagements
"$SAVA looks like a potentially powerful breakout to me. And has the right volume pattern too"
X Link 2019-07-05T19:09Z [----] followers, [--] engagements
"$CDTX (1of3) I'm buying betw. $2.65-$3. Rezafungin is a solid product in Phase [--] reading out later [----]. In Sep CDTX signed a $568mm (potential) deal for EX-U.S. & Japan rights (see pic). Recent cap. raise through rights offering & above deal is done. Technicals good see chart"
X Link 2020-02-05T14:29Z [----] followers, [--] engagements
"$DARE (1 of 2) looks like they couldn't resist hitting their brand spankin' new Lincoln Park ATM today. But DARE also has a history of extreme fades after spike opens. Data not coming until end [----] so I sold most of my shares $1.13 - Sucks that I wasn't around for the spike"
X Link 2020-04-28T19:46Z [----] followers, [--] engagements
"$DARE (2of2) I don't like Brookline's Buy initiation here. Hands down: there's an offering in the works - sooner or later. Below I matched some of Brookline's ratings with Brookline deal dates. In one case a day later. Rare that they rate listed co.'s they're not involved with"
X Link 2020-04-28T19:46Z [----] followers, [--] engagements
"$DARE (3 of 2😛) I'm guessing it's an offering being set up for after data end [----] but I'm very cautious and don't stick around if I smell a secondary. Just my style - preservation of capital comes first. Love DARE long term but there will be of plenty re-entry opportunities"
X Link 2020-04-28T19:51Z [----] followers, [--] engagements
"$CATB $CONX - What I have some red on my P&L - it's been so long. such a strange feeling 😜😛🤪"
X Link 2021-02-05T15:23Z [----] followers, [--] engagements
"$GSAH took small loss [-----]. It could be a while untl SPACs come back in favor. I think people about to be shocked when many start trading below "NAV" - which is really no such thing since you can't just redeem SPACs"
X Link 2021-03-02T21:00Z [----] followers, [--] engagements
"I had [--] SPACs going into this mess. While it may seem counter-intuitive I'm selling off the weaker: $CONX & $LFTR to concentrate the $$ into the stronger: $KLAQU & $GSAH. Btw - an institution has been bidding for size KLAQU all day and yesterday. Just sayin'"
X Link 2021-03-05T18:09Z [----] followers, [--] engagements
"#tradingtips (1of4) In a strong decline it's useful to be aware of stocks that are holding up better than they "should" compared to similars. A good case today. I'd been long a whack of $CONX from $10.60 and not happy as it broke the $10 mark. But on my watchlist was $GSAH"
X Link 2021-03-06T02:09Z [----] followers, [--] engagements
"(2of4) another un-married SPAC but it was stubbornly holding well above $10 yesterday & today. AND $GSAH had traded to $16.80 last week vs. CONX getting above $11. So I realized I was choosing to remain "stuck" in a frumpy trade. So I sold ALL the CONX booking a big loss and"
X Link 2021-03-06T02:09Z [----] followers, [--] engagements
"(3of4) bought same # shares of $GSAH. When market turned the difference lit up my day. Had I stayed in $CONX I would have regained about [--] cents but same time GSAH ran .54 from my buy regaining nearly all my week's CONX loss.😁Will it always work No but it's the way to bet"
X Link 2021-03-06T02:09Z [----] followers, [--] engagements
"$AHT only [--] cents down on this knifecatcher but somehow feels more dangerous. I'm trying to figure where the upside comes from. I'll be rooting for a management "clarification" on Tuesday a.m. explaining they were drunk at a July [--] office party and it was all a big mistake.😁"
X Link 2021-07-02T22:22Z [----] followers, [--] engagements
"$AHT sold 1/2 $2.90. I went in a bit heavy thinking there's a bounce before the close - but that's not happening. So now just calibrating size. If it opens higher I'm still happy - but if it opens lower on margin selling I have way more room to load it"
X Link 2021-07-02T23:27Z [----] followers, [--] engagements
"@HandjobBob Which is silly - because $AHT raising new cash is no-brainer with shares at $6-7+ if only to pay down debt. This isn't a sudden realization except to the crowd that followed other traders in without understanding what they were buying. Even at $3 it's a high risk/reward play"
X Link 2021-07-03T00:07Z [----] followers, [--] engagements
"$KPLT out of all $6.43 (from $4.28). Was just a quickie trade taking the $$ and running. $BOLT Sold 1/3 position this a.m. $18.54 avg. (from $11.50 area). Chart still looks good but taking some $$ off the table"
X Link 2021-09-03T14:35Z [----] followers, [--] engagements
"$BOLT back in $12.45 avg - great swing trade last time but this one is probably a longer hold. I'll post detail on the science etc. over the weekend"
X Link 2021-09-30T19:12Z [----] followers, [--] engagements
"$BTTX (1of2) moving well though will hit resistance - so chart provided for traders. Most bios I swing trade but I'm investing in BTTX for a potential $25+/sh. Will also trade around FDA approval spike if makes sense. I like the simplicity of story Depends on: [--]. FDA approval-"
X Link 2023-06-15T18:25Z [----] followers, [----] engagements
"$BTTX (2of2) - approval easy imho. [--]. Insurance reimbursement: moderate risk but imho MUCH less risk than market assigning [--]. Dilution along the way: have to assume moderate [--]. Good management. CEO moved here from $MYOV also on Board of $PHAT. A record of happy shareholders"
X Link 2023-06-15T18:25Z [----] followers, [---] engagements
"$BTTX .175 avg y'day & today bought back about half what I sold considerably higher in yesterday's premarket. Appears there's a delay/problem getting payers lined up and I'm VERY surprised Karbe didn't address the missed milestone - first time we've seen any subterfuge out of him. Maybe a big deal coming BTTX not at liberty to discuss Also pure guessing but felt like there was someone accumulating yesterday & today. Valuation is sooo low. They could probably flip their business model to hawk AspyreRx on TV like Noom or GoLo and get a higher market cap than currently🤪 re: selling spikes (like"
X Link 2024-01-04T00:21Z [----] followers, [----] engagements
"$BTTX - this link may have been missed in my previous post because it looked like part of the Glooko PR link. So reposting on its own here. While this is research paid for by BTTX it is signed off on by an independent scientist w/ no conflict of interest AND then Springer journal has the article peer reviewed independently before publishing. So $BTTX now has verified data to offer payers showing the $$ savings to them of adding AspyreRX coverage. The article wasn't accepted for publication until 11/24 and payers' decision-makers may have waited on this info. So maybe this accounts for the"
X Link 2024-01-04T20:20Z [----] followers, [----] engagements
"$BTTX - sold all today - decided just to eat it and start fresh when I get back from vacation. No positions now except my beloved $TFLO and $USFR floating rate treasuries"
X Link 2024-03-14T19:55Z [----] followers, [----] engagements
"$BCEL Part of my "back from vacation catch up" - finding this told-ya-so event happened as expected"
X Link 2024-03-25T20:47Z [----] followers, [----] engagements
"@TheNorthStar5 @SteveYonezu @ErikOtto2 @Biomaven @bs2537 Looking at it tonight"
X Link 2025-01-22T05:00Z [----] followers, [---] engagements
"The stock has tripled from the low in [--] months and is sitting at a $500mm market cap. Assuming approval they'll need to do another raise after and then years until sales ramp. Then there's possible uncertainty re: RFK's attitude toward gene therapy. So it's a reasonable investment here imhp but on a rational present-value basis it's hard to see this as mega-undervalued"
X Link 2025-02-25T17:59Z [----] followers, [---] engagements
"$MREO filled a bit more $1.63. (sorry I haven't had time to reply/discuss yet - crazy busy last couple days.)"
X Link 2025-07-11T13:43Z [----] followers, [----] engagements
"Hi hope all is well with you. Sorry I've been absent lately. Just too busy with other life stuff but I've been holding everything I owned since the summer and haven't added anything - so not much to rreport (except selling 1/3 of my PTGX around $84). I haven't looked at MREO strategy in a long time. I'll check up on it tonight and get back to you asap"
X Link 2025-10-22T13:08Z [----] followers, [---] engagements
"Oops. I haven't been checking in for awhile (long story but I will be back eventually). Anyway yes I am holding $MREO through the update. I may add more if this apparent tax loss selling whacks it far enough down. Company seemed confident enough in latest earnings update. If something was going wrong I think they would have stayed more vague on their expectations"
X Link 2025-11-13T19:12Z [----] followers, [---] engagements
"A bunch of sales today - I feel $XBI has had a huge run and it's time to take some juicy profits and wait for a reload opportunity while having some worry-free holidays. $PTGX - sold 1/3 position awhile back around $84-$85 bought back $76 and today resold it. Holding the other 2/3 thru Buyout (or lack thereof😬). $URGN - sold all today $24.48 from $3.85. Nice Might have further to run eventually based on market cap. But after a 600% move don't feel like I need to hang out for an extra 80% from here. Just raising cash today to wait/look for some more big ones. $UNCY sold all today $5.70 avg"
X Link 2025-11-19T19:43Z [----] followers, [----] engagements
"Oops Again Sorry I didn't see your $MREO note here until today when I got a GTC sell @$5.13. I am getting cautious on the broader market + the article you mentioned - so I sold a bunch on the spike. I assume precipitated by the $CAPR short squeeze today so had to sell MREO into it (given a decent profit on it AND the Short Interest is nowhere near what CAPR's was). I have about 20% of my original position left - and very comfortable holding that unless there's another spike/runup before data. Also FWIW I don't tweet about these much but we've been holding large $GLD gold & miners positions"
X Link 2025-12-03T20:59Z [----] followers, [---] engagements
"Overall $MREO was a reasonable high-risk/high-reward play. Get it right on [--] out of [--] of these and it's very profitable because they can go down 90% like $MREO - but they can go up 400% like $URGN and $CAPR recently. This was just one of the losers. Like you said on to the next https://twitter.com/i/web/status/2005707775146418306 https://twitter.com/i/web/status/2005707775146418306"
X Link 2025-12-29T18:29Z [----] followers, [---] engagements
"$KALA I started looking to accumulate .60 a couple days ago - got some spike-down fills yesterday AH. Have avg .60 now not chasing higher as it can easily drift to mid .50's while waiting on corp. news. An interesting situation and I'll post specifics this weekend. My only bios now are $NVCT $KALA & small $PTGX $MREO leftovers"
X Link 2026-01-09T21:11Z [----] followers, [---] engagements
"$KALA Didn't get the due diligence done yet - been waaay more work than I anticipated. Lazar's transactions are complicated and not so easy to analyze financials. Will be done sometime Monday. Here's a progress pic but you can see some of the most important items not yet calculated - like the [--] week max. favorable excursions. https://twitter.com/i/web/status/2010576923148063082 https://twitter.com/i/web/status/2010576923148063082"
X Link 2026-01-12T04:57Z [----] followers, [---] engagements
"$SLV - I normally only post re: biotech $XBI etc. but maybe worth mentioning that I finished selling all our silver-related shares today (and bought some Feb20 $85 Puts as a small spec). We still continue to hold plenty of VERY long-term gold. Why the silver - I was around during the Hunt brothers market-corner attempt and this action reminds me of that - a lot Pic is an AI synopsis I ran (to see if AI agreed with me 🤪) re: Silver Rule [--] - adopted by Comex in [----] to return silver back to reality. I suspect we're nearing a rhyme of that. (I'm sure some will argue against - this just my"
X Link 2026-01-26T20:40Z [----] followers, [---] engagements
"$KALA added some today around .534 avg. Pre-meeting risky because there's often a dip on a nuthinburger meeting but otoh - I really doubt Lazar says tomorrow "Oh sorry guys I really screwed up on this one - my $6mm and the other guys' $10mm is actually worthless. My Bad" 🤪🤪"
X Link 2026-01-29T17:29Z [----] followers, [---] engagements
"$SLV sold these puts at a nice quickie profit. I don't think the Fed Chair news is enough to get these well in the money and $SLV is very volatile right now - if it runs back up these puts will get creamed"
X Link 2026-01-30T15:08Z [----] followers, [---] engagements
"$IMPL out all $15.07 - up today on PR that that Trudhesa now on market (with prescription). My average was $14.38 so only 5% profit but I have to "sell the news" here. Will look for re-entry when Both $XBI & IMPL technicals improve. https://finance.yahoo.com/news/impel-neuropharma-announces-trudhesa-dihydroergotamine-123000974.html https://finance.yahoo.com/news/impel-neuropharma-announces-trudhesa-dihydroergotamine-123000974.html"
X Link 2021-09-28T15:25Z [----] followers, [--] engagements
"$GUTS .48 Bought small position to hold into pivotal readout in Q3. Yes- the midpoint results appear statistically similar to placebo but imho market is ignoring: This Remain-1 Midpoint Cohort was NOT powered for efficacy analysis AND one trial site was responsible for outliers that could be responsible for skewing the whole analysis. May have had a protocol problem -this DOES happen. The 6-month open label Reveal-1 data from [--] weeks ago was excellent - no reason to believe that was misleading (although a smallish n). The n=20 "above-median weight loss" subgroup here results look very good"
X Link 2026-01-30T16:42Z [----] followers, [----] engagements
"$GUTS very tempting to add some here as I have only small position so far but chart is pointing down so I'll hold off until it stabilizes"
X Link 2026-02-05T16:34Z [----] followers, [---] engagements
"$GUTS added a few yesterday & today .435 avg. Seems to have stabilized though today's support may just be spillover from the wild $QNCX move. btw - because I have limited time for trading lately I'm simplifying my sizing with either a Full position at 8% of account or a Half position at 4%). If I'm not comfortable being in with 5% then I just skip the trade. This forces me to have enough size to matter on my conviction trades. It worked well last year. I got an email that I was in the top 10% at Tradestation for [----]. Which means they either need better traders or maybe they just tell"
X Link 2026-02-10T22:20Z [----] followers, [---] engagements
"$ZSAN bt starter. [---] years to NDA :( however safety data in Q4 & plenty cash through end of year+. IMHO the real catalyst is likely to be a deal in Q4. An upfront payment could move market cap 50+% overnight. See attached CEO comments in May earnings call (highlights by me)"
X Link 2018-05-29T13:58Z [----] followers, [--] engagements
"$CREG [--] of [--] - Tuned in late to find this mess. 😳Dumped all at loss. Luckily a small position as I was waiting for lower prices to add. Earnings ugly on surface but due to writing off bad debt - so OK. But BIG PROBLEM is they say they had $53 million Cash and Equiv as of 12/31"
X Link 2019-04-15T17:25Z [----] followers, [--] engagements
"$XBI $IBB - it's hard to pinpoint an exact support level on this chart. In these case I just draw it where it feels right - from [--] years of studying charts - OUCH. Comes in at about $81.70 here. Doesn't predict we get there but if we do I'm a big buyer"
X Link 2019-04-18T14:46Z [----] followers, [--] engagements
"1 of [--] $FCX follow up. A lot of metals-related stocks trend pretty well but are choppy. So the key is minimizing whipsaws. To do this I use the candlesticks similarly as discussed yesterday in the $GDX tweets but include a short term moving average in conjunction as a filter"
X Link 2019-06-11T13:58Z [----] followers, [--] engagements
"$FCX update. Still in uptrend with my method. I do trade in/out of these and did twice already with FCX. I won't tweet most of those trades as it's too hard to do quickly enough. There's a gap (red line) $9.89 & resistance at $10. So if gets there I'll trade out temporarily"
X Link 2019-09-10T13:07Z [----] followers, [--] engagements
"$FCX precarious but still in uptrend by my method. To signal exit of trend it would need [--] of [--] things - either: a red candle entirely below the moving average line (incl. upper shadow) OR (this is rarer) a 3rd or 4th in a row red candle with entire Body below MA"
X Link 2019-09-18T15:29Z [----] followers, [--] engagements
"$PTGX - added $4.63. Last add of the trade. Stoploss is less than .30 below"
X Link 2019-12-03T20:20Z [----] followers, [--] engagements
"$PGTX - 6% position with cost avg of $5.35 now. But need this to bottom out here - trading at Negative EV. The large orders are still sells - hard to comprehend but it is what it is"
X Link 2019-12-03T20:31Z [----] followers, [--] engagements
"@SuresheeMosore @PartnersRaw Thanks to me I loaded up at $5.59🤪 I'm not huge expert on the science here but I do know company has plenty of upside. Tons of cash and good pipeline assets. IMHO just a matter of a few months for market to refocus and $PGTX to be trading back to significant positive EV"
X Link 2019-12-03T20:58Z [----] followers, [--] engagements
"(3of4) I stick to the stop anyway. It makes no sense stock is oversold too "cheap" etc. Doesn't matter you have to be ruthless in taking losses whether they "make sense" or not. If you add one too many times or ignore your original stop - you can be badly hurt"
X Link 2019-12-03T21:30Z [----] followers, [--] engagements
"(4of4) btw - If I decide to keep $PGTX long term I will sell it as a loss (if that's where it is) eat the penny spreads & commissions and open a brand new position in a different account. No mental games allowed where you deny your losses by redefining them as "investments""
X Link 2019-12-03T21:30Z [----] followers, [--] engagements
"$PGTX One more tweet just to say thanks to @ErikOtto2 for the original setup. It was a fun ride - let's do it again soon 😀"
X Link 2019-12-04T15:37Z [----] followers, [--] engagements
"@brendan_49 Here's one thing I found in researching this that has me intrigued: Here's a screenshot with a gist of the abstract. https://repositorium.sdum.uminho.pt/bitstream/1822/39416/1/5.5.115.%20TES%c3%93N_15_OVS%20%28Braga-Valladolid%20Dry%20Eye%29.pdf https://repositorium.sdum.uminho.pt/bitstream/1822/39416/1/5.5.115.%20TES%c3%93N_15_OVS%20%28Braga-Valladolid%20Dry%20Eye%29.pdf"
X Link 2019-12-04T18:26Z [----] followers, [--] engagements
"$SAVA Mr. Robertson is co-founder of Francisco Partners a prestigious PE firm in San Fran. They're part owned by $GS & Blackstone so I'd say he's a sophisticated investor. The $$ he bought is chump-change for him but must be seeing something he likes or he wouldn't bother. $SAVA director Sanford Robertson bought about [------] Cassava shares Friday and about [-----] shares Thursday bringing his ownership to about [------] Cassava shares. Finance Chief Eric Schoen bought [----] shares Thursday. $SAVA director Sanford Robertson bought about [------] Cassava shares Friday and about [-----] shares Thursday"
X Link 2019-12-23T12:52Z [----] followers, [--] engagements
"$SPY tomorrow comes a convergence of price (gap) and time (downtrend) resistance. And on a Friday. Beware (circled zone in chart). $XBI $IBB - this may also make it a good time to hedge / take some profits (or reduced losses) on bios from the March 18/19 lows. Just sayin'"
X Link 2020-04-02T16:42Z [----] followers, [--] engagements
"$VSTM breakout on [--] min. bars at $1.96 on high volume. My stop is around those pink lines breaking - maybe $1.79 (depends when it happens)"
X Link 2020-05-04T14:18Z [----] followers, [--] engagements
"$AXGT - I do want to buy more so won't pump too much 😁 but here's a quickie catalyst and pipeline summary. 4q2020 will see volatility on data. Reminds me of the $SAVA trade from last winter in that short term risk vs. long term potential reward appears extremely favorable"
X Link 2020-09-19T23:19Z [----] followers, [--] engagements
"$ARYB been buying (longer term) this SPAC invested by heavy hitters Perceptive Pfizer Bain RA capital. No data til mid-2021 so little downside over near term from original $10 NAV. Won't be a multibagger but solid moderate reward when it gets "found". https://www.businesswire.com/news/home/20200730005270/en/%C2%A0Cerevel-Therapeutics-Arya-Sciences-Acquisition-Corp-II https://www.businesswire.com/news/home/20200730005270/en/%C2%A0Cerevel-Therapeutics-Arya-Sciences-Acquisition-Corp-II"
X Link 2020-09-22T15:07Z [----] followers, [--] engagements
"$AXGT Final add $3.83 major support @$3.75. Now full position at $4.18 avg. Not so bad but would be nice if it stops plunging today.😬 It's just one position sorry to have tweeted so much on it. I'll STFU now & wait for 10/30 presentation which I think a prime catalyst"
X Link 2020-10-07T14:20Z [----] followers, [--] engagements
"$ARYB I was on the road all day & couldn't tweet earlier but Stop was triggered & sold out all $9.99 for [--] cent loss. No big deal but can't possibly justify hold a chart breaking down like this - just can't. Maybe a fake that bounces back but taking the loss and moving on"
X Link 2020-10-13T23:18Z [----] followers, [--] engagements
"$XAIR took profits on half $5.97 avg. Still very undervalued and I'll be happy to add back (lower OR higher) when I feel market risk is lower. But the good news is out & I'm cutting back all positions bigtime today (see link below). https://x.com/Opal_Chip/status/1326923105206407169 https://x.com/Opal_Chip/status/1326923105206407169"
X Link 2020-11-12T16:29Z [----] followers, [--] engagements
"$XBI $IBB $SPY (1of7) Why I'm going to 90% cash. [--] reasons: [--]. Biden will announce drug price controls. People assuming not soon because he's busy with "other stuff". I think that's wishfu. I'd be shocked if this isn't incoming. Bios flying on fumes on the face of this is NUTS"
X Link 2021-01-25T19:32Z [----] followers, [--] engagements
"$XAIR $CONX & more $KMPH added"
X Link 2021-02-23T14:36Z [----] followers, [--] engagements
"$SPY $XBI - nice Open in breakout territory because of ok CPI (which won't last - but enjoy it while you can). Unfortunately I have to see at least one Close here before I'm in Buy mode again. So I will probably be doing very little today unless a daytrade or two pops up"
X Link 2021-03-10T14:43Z [----] followers, [--] engagements
"$ARPO bought back $1.38 after looking at situation: -data ASCO (early June) -PIPE investors who know their stuff like BVF Venrock -Cash to [----] -Orphan Fast Track Breakthrough designation -earlier studies met safety and efficacy endpoints Risk/Reward looks favorable to me"
X Link 2021-05-17T14:36Z [----] followers, [--] engagements
"$UUU Looking really good but August earnings still quite a ways out - no position at moment but watching for a pullback to jump in on"
X Link 2021-06-22T17:33Z [----] followers, [--] engagements
"$AHT Main support levels $2.90 and $2.50 imho. So I 1/3 at $2.93 here (so current avg price $3.13) and I'll add big if we get to $2.50 area. I doubt it but stranger things have happened 😲"
X Link 2021-07-02T20:58Z [----] followers, [--] engagements
"Weekend Update (1of2) Current positions ordered by size: $PHRRF big profit from .38 & letting it run $MUX silver miner bought Mon. $TCON bt on offering dump $ELOX $MREO both small/med size underwater but holding into later [----] $XCUR 7/15 data non-event but like the chart"
X Link 2021-07-24T16:40Z [----] followers, [--] engagements
"$TARA added $6.63. Trading under actual cash and if you roll in the $100mm value of the Priority Review Voucher they'll receive on approval of TARA-002 well. wow Falling wedge since [----] looks about ready to double bottom $6.35 then break to upside - just a wild guess"
X Link 2021-09-22T18:29Z [----] followers, [--] engagements
"$CCL - long now. Travel impact of pandemic about over new cases declining fast Delta burning out like it has elsewhere oral antivirals coming boosters coming where needed. Confidence will trend up and there's HUGE pent up demand for cruises. Chart pulled back to a good base"
X Link 2021-10-07T18:40Z [----] followers, [--] engagements
"$TARA out of all $7.88"
X Link 2021-10-12T12:00Z [----] followers, [--] engagements
"$XBI chart: I know it feels dismal but the chart is at least Neutral. It's still quite possible we bounce to $128 area soon to either: -Complete A-B-C bear mkt correction OR -Start a major up leg in a sideways/bull market. We must avoid a break like in the Red circle though"
X Link 2021-10-26T20:19Z [----] followers, [--] engagements
"Two buys today - $BOLT $8.15 not a trade that's gone well but they present 1st REAL data at ESMO early Dec. - so I'll let it play out til then. $LIFE bought starter $8.37 - been holding up GREAT in this market and CEO bought $8.57 on Tuesday. Could run when $XBI turns someday"
X Link 2021-11-18T20:39Z [----] followers, [--] engagements
"$CRVS just filled a smallish (but not small enough 😬) add right here at the gap fill. Not thrilled with the market obviously so haven't been adding anything but this was a GTC order just sitting there and has CRVS has huge upside from this level"
X Link 2022-01-05T20:24Z [----] followers, [--] engagements
"$ACET (1) starter $13.17 - From last night's update: Weve completed dosing in level [--] and now enrolling dose level [--] and remain on track to report additional interim data in 1H 2022". (That's soon) Check out the before/after images in this https://investor.adicetbio.com/static-files/0693780b-970c-490d-b041-558315e14067 https://investor.adicetbio.com/static-files/0693780b-970c-490d-b041-558315e14067"
X Link 2022-03-16T14:22Z [----] followers, [--] engagements
"$ACET (2) These are heavily pretreated after only [--] weeks treatment. ADI-001 has shown "complete responses starting at our lowest dose level". Recently: Orbimed upped stake to 16% RTW doubled to 16% Avidity upped to 8% ownership Abingworth upped stake to 5% Great relative"
X Link 2022-03-16T14:22Z [----] followers, [--] engagements
"$HOOK starter $1.58. Potential simultaneous break of Horizontal resistance AND major downtrend. Perhaps ASCO gets it going but can drop on news too if many flippers in as so often the case lately. They have TONS of cash & good catalysts thru 2022-2023 so holding longer term"
X Link 2022-05-26T18:01Z [----] followers, [--] engagements
"$HOOK (long from $1.58 yesterday - added more $1.69 today). Have not had time to research the fundamentals - will do that over weekend but a casual glance at this chart suggests this may be a pretty significant breakout today"
X Link 2022-05-27T18:58Z [----] followers, [--] engagements
"$XFOR - NEA (New Enterprise Associates) doubled their shares in the offering - just filed 13D today with 9.99% of company: Will be interesting to see who else participated in coming days. https://www.bamsec.com/filing/107261322000662cik=1501697 https://www.bamsec.com/filing/107261322000662cik=1501697"
X Link 2022-12-20T19:03Z [----] followers, 15.6K engagements
"$DAWN bought for a swing $12.57 avg. Chart looks like this selloff is done IF it closes above $12.71 So taking a bit of a chance on it getting above there by 4pm. If not I'll exit and watch again tomorrow. Stoploss at $12.39 so a low risk trade"
X Link 2023-03-28T19:15Z [----] followers, [---] engagements
"$EFTR Looking a lot like a breakout today. Also note this $PFE collaboration AND ownership stake has been a bit below the radar. Just sayin'"
X Link 2023-05-19T19:43Z [----] followers, [--] engagements
"Position Update - trimmed a bit off each past few days + sold all CRVS all BOLT: $ICCM 6% $CAPR 5% $BTTX 4% $EFTR 5% $MREO 3% $XFOR 1.5% XFOR Aug $1 Calls 2% $CRVS 0% Sold $3.47 5/18 $BOLT 0% Sold $1.98 y'day while at dentist just saw it😬) Account cash: Cash 58% $USFR 15%"
X Link 2023-05-24T16:19Z [----] followers, [----] engagements
"$EFTR (3of5) If $PFE bought shares or shares+warrants they're 10% owners & need to file a 13G/A within [--] days. Did they just buy 1/3 of their $492mm obligation back on the cheap If so there are both positive & negative implications. 1st it strongly hints at eventual buyout"
X Link 2023-05-26T16:17Z [----] followers, [--] engagements
"$EFTR (4of5) .potential. Otoh the big milestones may be 1/3 diluted. Bound to be a bunch of disappointed longs dumping after getting trapped by the offering and shorties trying to pile it on with fake alarmism. But given the data and potential $PFE buyout speculation"
X Link 2023-05-26T16:17Z [----] followers, [--] engagements
"$EFTR soon we find out who Mystery Buyer of the PIPE was - hopefully $PFE. But ANOTHER upcoming/under radar sort-of-catalyst is re-satisfying the $1 min. bid requirement for continued NASDAQ listing. EFTR been under delisting threat and more buying will come in if that's gone"
X Link 2023-05-31T16:37Z [----] followers, [----] engagements
"$EFTR (1/2) Strength today on an unnecessarily toxic offering. Somebody know something It's unlikely Joe Retail keeping it up today. That said warrants make me skeptical $PFE was buyer so cut my position to 3% long term base. That's fine selling up 100% doesn't hurt much"
X Link 2023-06-07T16:53Z [----] followers, [--] engagements
"@user889889 @AlmightyZeezA If all $PFE would be40% Really don't know what the exceptions to deadline are OK but I suppose it's possible to request a delay in order to consolidate both Forms. I don't see why they'd do that though - it's not that big a deal to just file on time. We'll see"
X Link 2023-06-13T00:34Z [----] followers, [--] engagements
"As you can see we are close to a breakdown of a pretty good sized uptrend. Keeping a close eye on that this week. Will tweet if it breaks. (Signals are based on Closing price only - intraday excursions are ignored)"
X Link 2023-06-26T16:28Z [----] followers, [---] engagements
"@TraderJoe6 @JeremyCapoeira Nothing wrong w/warning people re: possible pump & dumps but here I see only a simple common event. Data was unexpectedly good lots of traders ran it up on spec re: offering buyer. If $PFE was buyer instead of Sabby we'd be higher. Instead we got dumping on the news then"
X Link 2023-06-28T06:06Z [----] followers, [--] engagements
"$EFTR (1of2) new short data shows the 180-degree DISinformation spewed re: Sabby shorting to drive EFTR down for nefarious purposes. Recall that S.I. is 2-week LAGGED Settlement Date data. Adjusting back for T+2 trade dates shows the Jun 1-10 runup was actually a short SQUEEZE"
X Link 2023-07-06T01:47Z [----] followers, [----] engagements
"The PEAR debacle weighed on $BTTX but IMHO this product AND this management are horses of another color. As Wall Street wakes up to this - they ARE a bit slow sometimes😜 - $BTTX has the profile to become a "darling" w/ large TAM use of AI/tech & big $$ savings for payers"
X Link 2023-07-10T23:08Z [----] followers, [---] engagements
"$BTTX listening to call on phone so can't tweet much but I'm impressed. Launch Q4. Huge TAM Payer discussions positive. Re: financing: I'm now not so sure of a big offering imminent. In talks with partners & committed to minimal dilution so may just do a small "bridge" raise"
X Link 2023-07-11T13:36Z [----] followers, [----] engagements
"$BTTX just putting this out there so I can brag about it in the future🤪 Who might be a BTTX white knight Sumitomo. a tech-oriented Japanese pharma not quite so stodgy as U.S. big pharma with a recent profitable relationship with Karbe. Just Sayin'"
X Link 2023-07-13T16:18Z [----] followers, [----] engagements
"Most of it is included here: The BIG bear thesis would be they just can't bring enough payers on board. But they could still go the retail route and compete with the likes of Noom except having full FDA approval to advertise. Their burn is low enough that they could justify a larger market cap on that alone. Failing that they would probably sell the company to a pharma that can just sit on it until Medicare coverage is passed. At today's market cap of around $18mm the absolute downside in the worst case scenario of a firesale is small (or possibly still a profit from here) compared to the"
X Link 2023-09-14T18:17Z [----] followers, [---] engagements
"$XBI seasonality spreadsheet updated. A few bad data points corrected AND one procedural error corrected (the "17 year Avg of the OTHER [--] months" line had included compounding - while the "3 months" line did not). The difference is still huge but not quite as huge as before.🤪"
X Link 2023-09-15T19:36Z [----] followers, [----] engagements
"@1679fa True - possibly not much until November earnings call but partnership / revenue-sharing news could come at anytime"
X Link 2023-09-18T18:09Z [----] followers, [--] engagements
"$XBI $IBB Biotech portfolio update: $BTTX 12% at avg. $.70 - could turn into a longer term hold but I'm assuming we'll know which way this is going by end [----]. $BDTX 5% swing trade at avg $3.10 for upcoming data. $TFLO / $USFR very happy earning near 5% in safe floating rate notes for now. Been keeping my account happy while Bio frustration continues. Future - only very short term bios / and Pairs trades. (I've been working on a pairs strategy for Twitter - w/ stocks that are both liquid enough and where timing is not so fast that I can reasonably Tweet them. I'm almost there)"
X Link 2023-09-29T13:44Z [----] followers, [---] engagements
"$XBI $IBB Biotech portfolio 2nd update today: $BTTX now my only Bio - 12% position at avg. $.70 - could turn into a longer term hold but I'm assuming we'll know which way this is going by end [----]. $TFLO / $USFR 80% position. very happy earning near 5% in safe floating rate notes for now. For immediate future - only very short term bios & Pairs trades. (I've been working on a strategy w/ pairs that are both liquid enough and where timing not so fast so I can reasonably Tweet them in time. I'm close to having something). Looking beyond that mid November will start looking at stocks beaten down"
X Link 2023-09-29T20:10Z [----] followers, [----] engagements
"Not around much today but I did buy $CAPR for a bounce trade at avg $3.02. Other than margin calls & understandable disappointment I don't see why this isn't worth $4 when cooler heads prevail. Especially if upcoming interim analysis re-wows the crowd temporarily. It is after all still likely to be a sizable return if one has a [--] year investment horizon"
X Link 2023-10-02T17:30Z [----] followers, [----] engagements
"They will have an interim data analysis in this quarter. Topline data for HOPE-3 is expected in the fourth quarter of [----] - so more like 13-14 months but true that's why price was hammered - along with general bio-unhappiness being a major factor too. But [--] months from now this is likely a $10 stock imho. That's a pretty good return for a little patience. Beats 5% Treasury Bonds"
X Link 2023-10-06T03:05Z [----] followers, [--] engagements
"$BTTX - more GREAT news today and again gets immediately dumped. Now we know why it traded strong-ish last couple of days. It also traded weak-ish ahead of the R/S vote announcement. So CLEARLY there is someone trading on inside info. I did some trading to lower my basis this a.m. but back in full already. Not selling anywhere near this valuation -if you think "The Market" can't be wildly wrong on biotech valuations just look at $TPST today"
X Link 2023-10-11T15:03Z [----] followers, [----] engagements
"It's a negative-sum game for the foreseeable future. The vast majority of bios have always sucked but we were in a liquidity induced expansion from [----] until [----]. Everyone got the idea that bios would always be great but I think the market has come to earth realizing most are vast money-burners with generally incompetent/self-interested management. There's always good short/mid duration individual plays catalyst plays etc. but I think it's a long time until there's broad optimism on the part of institutional investors"
X Link 2023-10-12T18:25Z [----] followers, [----] engagements
"@Biotrade_alert Unlikely reverse split needed because they don't meet minimum market cap for NASDAQ. Unless there is some very good news that brings EV up they'll likely be taken private or move to OTC which doesn't require $1 min. bid"
X Link 2023-10-19T20:18Z [----] followers, [---] engagements
"@jwbartelt Yes I have pondered that question and conclusion is either [--]. incompetence or [--]. there's good news in the financing like a revenue sharing partner that's pouring up some cash but getting only a limited number of common shares up front. I'm hoping it's the latter"
X Link 2023-10-19T20:36Z [----] followers, [--] engagements
"I'm sure Perry has plans to take it private if this persists but he'll still have to get a 3rd party arm's-length fairness opinion based on similar assets & the outlook for BTTX's business (which contrary to it's stock price is not so bad as far as we know). I would hope that's a fair price is closer to $12-15mm. But yeah this is why I'm waiting to buy my shares back"
X Link 2023-10-19T22:15Z [----] followers, [--] engagements
"Current trading account: $JAGX 6% been buying little dips all week $BTTX 4% sold a lot on Monday a.m. premarket and added some back but not much yet $CAPR 1.5% cut half on Thur. $TFLO 83% (floating rate notes at about 5% yield currently) I remain VERY lightly invested other than the Floating Rates. Took a shot with $BTTX that hasn't worked so far but have kept loss remarkably acceptable by adding on weakness then trading out higher. Still maintaining a decent [----] overall return and won't risk that by adding heavy BTTX back in until I see a serious positive signal. $XBI seasonal weakness"
X Link 2023-10-20T02:13Z [----] followers, [----] engagements
"$JAGX - up yesterday probably on leak of this PR probably. Then down today when flippers read it and realize they have to wait [--] or [--] weeks.🤣🤣🤣 Added some .325 this a.m"
X Link 2023-10-25T13:33Z [----] followers, [----] engagements
"@user889889 Yes - the chart didn't qualify as a comparison because it's too different - just been ratcheting up. There are buyout theories floating around"
X Link 2023-10-26T00:42Z [----] followers, [---] engagements
"@user889889 $BTTX has to raise enough $$ to get the Shareholder Equity up also - otherwise no point in R/S. They can always go onto OTC for awhile. I'm assuming my shares are locked in until a recovery or a liquidation"
X Link 2023-10-28T00:07Z [----] followers, [---] engagements
"$HRTX added .5603 today. If judging by market action it's possible the earnings call won't contain as much good news as I'd hoped. Though $XBI is a major drag and other bios have been whacked similarly. Regardless the PDUFA + positive business news + tax selling rebound WILL ALL be coming by early [----]. Here's a quote worth digesting from CEO during Q&A on 08/14 conf. call: "And so I think you'll find over the next few quarters is we'll begin to get systemwide orders that create bigger revenues almost annuities. We've had a couple of hospital systems that converted. You haven't really seen"
X Link 2023-11-10T17:00Z [----] followers, [----] engagements
"$HRTX raised guidance for [----] & onward (as we expected). Though not as much as I'd hoped so I sold a fair bit mid to upper .60's to protect my profit on the trade - and will see what happens after the earnings call as "The Street" digests the positive news. I'd think there will be some upgrades over rest of this week"
X Link 2023-11-14T21:27Z [----] followers, [----] engagements
"Well it's pretty typical for crowded data-catalyst traders to get nervous at the last minute. And while I'M not giving much significance to it - I suspect someone has been pumping a negative narrative with the 13D/A (see pic) that appeared late Friday showing Column Group dumping all their shares from last June's offering. They were the seller of that 2mm share block that crossed last week. Of course there was a buyer for that block. AND as a major insider Column would NO WAY trade [--] days ahead of data on inside info. A month maybe but not this close. The problem for me is a rough close today"
X Link 2023-11-27T18:05Z [----] followers, [--] engagements
"$REPL - Bought some today after hours for this interesting catalyst play: In their early Nov earnings call they highlighted plans for a big consolidated update of a few programs in "early December". Market seems to have forgotten but seems someone did not🤔. [--]. There was a large Call buyer of Out of Money Dec. 15th Calls this a.m. ( Options pic from @Maximus_Holla ) [--]. There's been unusually heavy share buying in the last 15-20 minutes for the past [--] days in a row. Convincing enough for me to throw a little cash at"
X Link 2023-12-01T23:29Z [----] followers, [----] engagements
"$OCUL - looks like I was wrong Friday about "no hurry on this one" Though it's a happy kind of wrong🤪. I'm pretty confident OCUL will be even higher over coming 4-6 months with important catalysts clustered around 2nd quarter [----] (which actually begins only [--] months from now): Ph.3 for AXPAXLI (wet AMD) starts enrolling Dec [----] under an FDA SPA. Potential huge indication - see $EYPT jump today (and this only a Ph.2). So far OCUL's comparable data has been equal/superior to EYPT safety profile probably somewhat better (depending on how both co.'s Ph.3's go re: residual supplement) and $OCUL"
X Link 2023-12-04T16:47Z [----] followers, [----] engagements
"$EFTR sold today .585 (small profit). Partly I'm just cutting position into this XBI ramp which is getting a bit extended. But more important - I don't like when companies use 3rd party PR marketing firms like Youtube "news" / "investment" interviewers etc. Well today I see EFTR re-tweeted an "award" that was already PR'd twice about a month ago. (A lot of other bios we rarely hear of also got various recognition from the same Awards company). Not sure what the agenda is but same co. runs "awards" programs like this (that promise a trophy and seal to display - Wow) for a few industries"
X Link 2023-12-06T21:44Z [----] followers, [----] engagements
"$XBI - I now have zero biotechs besides $BTTX. Why did I lighten up Does XBI chart look like a bull market I can't assume that yet - need much more evidence this isn't just a rally to resistance in a trading range or a bull trap in a secular decline. Just sayin'. If turns out this IS the start of a new bull with the Fed easing and $$ being thrown around like confetti - there will be plenty of time to identify that and jump in"
X Link 2023-12-06T22:23Z [----] followers, [---] engagements
"$BTTX new ATM arrangement with Chardan announced today. Not a big deal.they've had one in place with Virtu that's almost used up so this is a refreshing. Terms are pretty standard and it's likely put in place to use on high volume up days. Which I think suggests that there's some good news coming very soon That being said - these deals make it kind of attractive to sell shares in the premarket then buy back a day or two later - which is how I've been playing BTTX lately. BTTX is required to notify Chardan by 9am on a given day that they will use the facility. This means the little guys may"
X Link 2023-12-14T01:02Z [----] followers, [----] engagements
"@dkl1897 $SPLP could just do a [-------] to [--] r/s and get the entire float taken care of"
X Link 2023-12-18T20:20Z [----] followers, [---] engagements
"$BTTX - sorry late report been out all a.m. filled some GTC's at .1708 avg. Looks like the 8-K re: NASD listing has sparked a mini-panic. (Either that or our insider-trader is at it again). I'm holding regardless if they have to move to OTC over NASD requirements it doesn't change the business itself - but I do think they get a [--] month reprieve. The stock is thinly traded - what looks like a big block of 150k shares crossing the tape is only about $25k🤣"
X Link 2023-12-20T17:29Z [----] followers, [----] engagements
"$XBI a sort-of breakout today (assuming it closes here). Though I'm suspicious of action either way on day after Christmas. Other problem is the layers of minor resistance at each previous peak looking back. Hmmm. So I'm in wait/watch mode. Added more $GLTO this a.m"
X Link 2023-12-26T18:22Z [----] followers, [----] engagements
"$CTSO bought starter $1.63 avg. on today's dip. Leaving room to add more lower. In Q3 earnings call they teased info by year-end that would tip as to whether data from completed STAR-T trial is good enough to support a PMA (premarket approval application). This can be a transformational product for $CTSO - earnings-wise. BUT. no database lock yet - so looks like it's running late (often not a great thing if reeaallllly overdue). But not uncommon this time of year so I'm assuming an announcement in early Jan. I see [--] rather positive clues now though: [--]. The help wanted ad posted last week for"
X Link 2023-12-27T20:33Z [----] followers, [----] engagements
"$CTSO well.My catalyst timing was right on 😝. Not a great result here but this is why I did only a starter size and left room to add lower. IMHO the knee-jerk selling based on failure to achieve primary endpoint is premature. On reading the PR fully (pic has relevant excerpt) I'm guessing that the situation is not so negativeand there's interesting risk/reward from here. Appears that 10% of the subjects in an overconfident trial design caused a near miss. Just IMHO - despite they have to be very careful with their statements today - they will file the PMA and likely be approved for that 90%+"
X Link 2023-12-28T14:07Z [--] followers, [----] engagements
"$GLTO on verge of a major breakout if it holds gains today. (and saving my ass from the CTSO wipeout) Will post chart when I'm back at my pc"
X Link 2023-12-28T16:58Z [--] followers, [---] engagements
"$GLTO chart - close .76 or higher is a breakout with LOTS of room to run"
X Link 2023-12-28T17:28Z [----] followers, [---] engagements
"$GLTO chart - close .76 or higher is a breakout with LOTS of room to run. Of course what they often do is pull back to close just below the breakout level then gap higher the following day That way as many traders as possible are deprived of getting in🤪"
X Link 2023-12-28T18:15Z [----] followers, [----] engagements
"@agile_cheetah One thing that would change my trading range guess would be large insider buys - which I hope to see next week. That would be a VERY strong signal that PMA is in works. So in that case I'd say $1.15-$1.40 while waiting for data"
X Link 2023-12-29T23:49Z [--] followers, [--] engagements
"My [----] stats - Better than $XBI but disappointing year to me considering how it could have been with the huge ramp over past [--] weeks that I mostly sat out. Otoh I also sat out the massive decline through much of the year So file under "you win some you lose some."😛 50.1% win percentage is worst I've had in a very long time. I'm usually between 60%-65% winners annually. But I do have discipline to keep winners larger than losers (stat circled in green). You can see that [----] ratio is the ONLY reason I had an OK year. Also should mention that 3.5% of that 29.2% came by trading all excess cash"
X Link 2024-01-02T14:21Z [--] followers, [---] engagements
"Yes need payers and the biggest thing of all would be a partner that invests some cash up front. I think that's all coming - the main pieces all moving in the right direction. Question is how much dilution it's going to take to get sales/cash flow going and get share price up to a reasonable valuation. A partner solves that really fast"
X Link 2024-01-05T23:42Z [----] followers, [---] engagements
"@BioWino Can't guarantee I'm right but my count assuming all currently ITM warrants were exercised is about 45mm shares. (So diluted market cap here at $3.27 is near $150mm). At $4.78 another [---] mm warrants become exercisable - but that's a ways to go"
X Link 2024-01-08T15:08Z [--] followers, [---] engagements
"@ByMadeleineA @ApexOnco There are about [----] million warrants in the money now after today's jump (+ another 7mm overhang $1 higher from here ignorable for now) so current "fully diluted" market cap seems closer to $110mm"
X Link 2024-01-08T17:06Z [--] followers, [---] engagements
"$BCEL in Oct. [----] the SEC made changes to 13D & 13G reporting requirements that investors - and Tweeters - should really know. See the pic for why this made it look like Baker increased their stake when actually they have decreased it. (Baker's "right to acquire shares" went from 4.99% to 19.99% because of BCEL's rule change). But here's a link to full details of the new SEC guidance:"
X Link 2024-01-11T15:24Z [----] followers, [---] engagements
"$BCEL in Oct. [----] the SEC made changes to 13D & 13G reporting requirements that investors - and Tweeters - should really know. See the pic for why this made it look like Baker increased their stake when actually they have decreased it. (Baker's "right to acquire shares" went from 4.99% to 19.99% because of BCEL's rule change). NOTE - 13G's are filed by any fund that controls 5% of a company's voting shares AND has either bought or sold even [--] share during the previous calendar year. The 13G amount report is the FULL POSITION size - not the amount bouth or sold. There's going to be A LOT of"
X Link 2024-01-11T15:38Z [----] followers, [---] engagements
"$ICU sold one-third .64 in after hours (thought it was half but again forgot I have some in 2nd account). Still now I can just put in some high GTC orders and sleep a bit later"
X Link 2024-01-18T01:04Z [----] followers, [---] engagements
"On the way to Vermont snowboarding until Friday - not sure how much I'll be in touch from the mountains but will check in when I can"
X Link 2024-01-22T18:50Z [----] followers, [---] engagements
"Recap before heading to the ski slopes. Over past couple days sold all $GLTO $CTSO (and $ICU but just bought it all back) . Only positions now are: $ ICU $XAIR $BTTX $JAGX (and lots of $TLT & $TFLO)"
X Link 2024-01-25T16:01Z [----] followers, [----] engagements
"$CTSO looks like my stop out yesterday made the bottom. Have to stick to risk control/stops but this shows what can happen when you buy too much of an illiquid sinking stock Note to self: DON'T DO THAT 😜"
X Link 2024-01-26T15:34Z [----] followers, [---] engagements
"It's only horrendous if you're not watching very carefully and have stops in place. A prerequisite for a trade like that is to have a stoploss level that makes sense (chart-wise) and place it immediately on being filled. Also $IBB makes it safer than if it was $TSLA or something like that. I used to do $500k of $XOM with [--] cent profit/loss objectives and used One Sends Other to place the stoploss. I only got nailed once on a newsflash but it sucked"
X Link 2024-02-01T18:37Z [----] followers, [--] engagements
"$XAIR $1.87 avg (actually got filled on a few $1.88) took some off the table with a 50% profit. Will look to buy dips on this one but it's closing in on resistance here and Earnings Call is still [--] days away. Here's my chart"
X Link 2024-02-01T18:41Z [----] followers, [---] engagements
"@VIPSheffTrades Wondering if you have a feel for how often this kind of data delay is a serious negative vs. just a CRO running late for no particular reason $ANVS"
X Link 2024-02-05T03:24Z [----] followers, [---] engagements
"$BTTX - Now the rest of the news: Offering today @ .19/share Dilution is sizable doubling shares outstanding to 100mm (and assuming warrants get exercised to 150mm). Fully diluted at $.19 the market cap now is $28mm. A big jump from yesterday but not large given the TAM. With signing of a large PBM (OptumRx /United Healthcare - 3rd largest in U.S. - is my guess based on the 70mm patients figure) there's most certainly more good news re: insurance coverage coming very soon. That's why someone is buying this offering. BTTX cash burn is pretty low so it won't take all that much to get them near"
X Link 2024-02-06T15:53Z [----] followers, [----] engagements
"Portfolio update. But first. My macro opinion. Inflation isn't cooling like Cathie Wood expected🤣 But anyway the current problem is Prices not rate of inflation. Inflation could be zero right now but prices are still waaay up vs. incomes. Until income catches up - we have unaffordability (and angry voters). The Fed is jammed because Gov't can't afford high rates but inflation feeds off low rates. So interest rates likely fluctuate around current levels - and deficit continues to expand anyway. With the "back to 2%" hype fading the Nov.-Jan. market rally should be over-extended here (though"
X Link 2024-02-13T18:03Z [----] followers, [----] engagements
"No way to know when/if they will use the shelf offering. They're looking for non-dilutive $$ first because the insiders are large shareholders and would like to avoid dilution as much as we would. But even if all the those shares & warrants are issued right now market cap still only $27mm. Dilution would chop upside for current shareholders but would also remove financial issues for a little while - maybe buy time to allow prescription coverage and sales developments. The only REAL problem BTTX faces is low valuation by the market making capital raises ridiculously costly.but one event that"
X Link 2024-02-21T14:25Z [----] followers, [---] engagements
"It seems BTTX is close to turning a corner if they can get financing done but my worry is Private Equity could come in and scoop BTTX up and let it grow organically without needing to worry about market forces depressing valuation. Private companies like Swing Therapeutics and Big Health who acquired Limbix a few months ago (Limbix was also private) seem to be chugging along - and neither has anything approaching the TAM of BTTX's pipeline"
X Link 2024-02-21T15:55Z [----] followers, [---] engagements
"$CVNA - Very interesting Potentially powerful considering it's trading afterhours above breakout levels. Shares too volatile for me - but will be looking for an opportunity tomorrow to grab some short dated out-of-money calls"
X Link 2024-02-22T22:04Z [----] followers, [---] engagements
"$BTTX this was in the latest (Feb. 6th) S-1A. The appeal date is March 14th and then usually [--] days for the NASD decision. So mid-April to late April - they would be granted another [---] days or they'll be forced to do the [--] for [--] R/S. Unless there's some important news coming that we don't know about I think much more likely they need to do the split. But again I don't believe a split matters to the success or fail of business. Don't know now if they sink/float - I think that should be much clearer after the next quarterly update"
X Link 2024-02-23T14:51Z [----] followers, [---] engagements
"$GMDA - I suspect Gamida not allowed to make the poster presentation contents public until after the Tandem Meetings has ended. (The lame PR today linking to abstracts written last October isn't it😠). Doing so would ruin the informational advantage that attendees pay big bucks for. But judging by lack of buying it appears they didn't report any spectacular 4th cohort data yet. Haven't made up my mind but will probably hold since that data is slated for "1st quarter" which only has [--] weeks to go"
X Link 2024-02-23T15:46Z [----] followers, [---] engagements
"$BTTX [---] day extension someone asked about - The problem is that BTTX is out of compliance with BOTH Minimum Market Cap AND Minimum Bid Price. You're eligible for [---] day extension on one or the other but not both at same time. NASD can do whatever they want but unless BTTX has a very compelling argument the likely will need to remedy price with R/S so they are eligible for another extension"
X Link 2024-02-23T16:02Z [----] followers, [---] engagements
"$LUNR bought 5% position $6.42"
X Link 2024-02-23T23:13Z [----] followers, [----] engagements
"If opens lower Monday I'll add - but I think there's some serious upside at a market cap here of like $120mm (Quick decision here and I haven't had time to look at debt liabilities yet though - will do so over weekend)"
X Link 2024-02-23T23:16Z [----] followers, [---] engagements
"$LUNR Thanks. I see they did a warrant exercise deal in Jan that looks like a blatant share gift on the verge of a transformational event. Hopefully they won't do that again. But those all deep in the money now and may get exercised organically which could mitigate need for some secondary raises - which seems likely after this sort of runup. I'd think an offering gets strong demand/pricing so not worrying too much. But all this stuff affects EV so will be sorting through it over weekend"
X Link 2024-02-23T23:46Z [----] followers, [---] engagements
"$LUNR chart for Monday. gap right about $5 - wouldn't mind a weak opening on this news (or possibly secondary offering - stranger things have happened) and grab some there. Overhead pretty strong resistance at $8 for now"
X Link 2024-02-24T00:08Z [----] followers, [----] engagements
"$LUNR sold all $6.77 for .36 profit. Sorry for flip flop but as I'm looking into capital structure I see it's complicated and larger than Finviz is showing (which is where I look when in a hurry). I'll have to do some work to figure out. Certainly not as cheap as I thought. still likely to re-enter Monday - but I need to be sure of what I'm owning"
X Link 2024-02-24T00:18Z [----] followers, [----] engagements
"$LUNR - as promised I had a look to figure current market cap. since sites like Finviz & Ycharts wildly underestimate it by ignoring Series A pref. Class B & C common & warrants - all of which will be converted eventually. So market cap not a good metric currently - a ballpark fully diluted Enterprise Value makes more sense. There's a graphic in the Jan. 24th S-1 that enables a basic calculation (pic). If you add all the "eventual" Class A shares to the current outstanding it totals 160mm shares. At Friday's AH close of $9.5 it's a seat-of-pants EV near $1.5 billion. But that's the easy part."
X Link 2024-02-26T05:13Z [----] followers, [----] engagements
"@ATLanalyst $LUNR EV now - since at $7 we can consider the $11.50 warrants far away from exercise we can revise the current EV to "only" $1bln"
X Link 2024-02-26T14:45Z [----] followers, [---] engagements
"@garyhead70 True if they're still enrolling. but sometimes isn't updated on time ($ANVS a good example of that today😬). I'll verify on Tuesday"
X Link 2024-02-27T14:21Z [----] followers, [--] engagements
"Mixed - There's been some buying of the APR & JUL $2.5's. But it's small potatoes $$-wise at .05 per contract. Likely just a retailer taking a shot. The $7.5's insignificant. Citadel did up 726% but to a whopping $41000 position🤪. So nothing very exciting there for me. Not sure what Ph.3 readout is referred to (unless the extended "real world" study"). But no study results matter at this point unless they announce major payers signing on and half-decent prescription numbers in the Q4 earnings call"
X Link 2024-02-27T16:03Z [----] followers, [--] engagements
"$BTTX Well it looks like something important is about to happen. Could be a big partnership sale of company BK delisting going private large PIPE. But seems one way or other things are about to change a lot"
X Link 2024-03-01T14:22Z [----] followers, [---] engagements
"$BTTX Main reason they would remove it in some of circumstances is just to get as much of the associated fees as possible refunded. There was $6k in SEC/FINRA regulatory fees but $500k in fees total (legal accounting etc.) added as liabilities to the balance sheet. So it's desirable to clean all that stuff up for almost anything they would be about to do"
X Link 2024-03-01T14:54Z [----] followers, [---] engagements
"@zeroobetaa Wow. Glad to be wrong about that but I'm not selling at this market cap of like $2mm. I'd rather take a chance on a deal getting done"
X Link 2024-03-14T14:31Z [----] followers, [--] engagements
"This is classic Trading the news action - NOT a political statement - on Tuesday Biden tipped the exact timing of the swing low in $DJT 🤪"
X Link 2024-04-18T21:14Z [----] followers, [---] engagements
"$SBFM well I've spent a couple hours trying to decipher the warrant situation - and I've come to the conclusion that it's too hard to value this - but clearly the warrant holders were given the keys to the store - the only question is how much they got away with. So I'll put this one in the "OOPS" category and move on. Lots of moving parts in the 2/14 prospectus but it looks like the warrant terms were deliberately designed to undermine existing shareholders imho. The terms are vaguely worded which is why there's so much confusion online about how many shares are issuable to warrant holders."
X Link 2024-04-22T01:18Z [----] followers, [----] engagements
"$JAGX grabbed a few near the close .178. Phase3 data imminent and chart has a good look. They're low on cash - so combo of no offering on recent ramp + 4/9 announce of no reverse split indicates expecting positive data. Recent licensing deal limits downside a little but this is a MAJOR binary not for company itself but if data not good current shareholders are toast. Shelf offering lined up - so need to be nimble/not too greedy. I'm thinking risk reward about 300% up vs. 90% down"
X Link 2024-04-26T22:13Z [----] followers, [---] engagements
"No way you can print these kinds of deficits AND have low interest rates without runaway inflation. The secular low interest rate environment is over. Sure push the Fed to lower the [--] year to 1% again - if you think voters won't mind $8/gal gas. It'll be fine: they can take out a 2% home equity loan to fill their gas tank until they get a $50/hr minimum wage job in San Francisco🤪"
X Link 2024-04-27T18:42Z [----] followers, [--] engagements
"$CRVS a good example of what I mentioned in this post: If offering done BEFORE catalysts with participation by insiders/well-regarded funds ESPECIALLY if data unblinded AND/OR no IMMEDIATE NNED for the cash - then the situation is a buy. Despite today being a large dilution nearly doubling the float and fully diluted market cap up 75% from yesterday's close. The EFFECTIVE price that participants paid was about $1.23/share because the warrants are worth [--] cents. This happens because retailers who dominate trading in micro-bios rarely understand/care about realities of offering terms warrants"
X Link 2024-05-03T00:26Z [----] followers, [----] engagements
"$CRVS filled a few GTC orders in the $1.53-1.63 range. I'm on the road and have no idea what the dip is about but not too worried - will add more in the low $1.40's if gets there"
X Link 2024-05-07T13:55Z [----] followers, [---] engagements
"Company/management has a history. I'd urge anyone to do VERY careful due diligence going back through [----] before investing. Just sayin' - no position of any sort Here's a DD starter with some easily found info: And last but not least - long important read. https://www.docketalarm.com/cases/Florida_Middle_District_Court/8--21-cv-02716/Venn_Therapeutics_v._Corbus_Pharmaceuticals_Holdings_Inc/1/ https://seekingalpha.com/article/4245168-corbus-ties-to-suspect-investors-and-history-of-failed-clinical-trials-for-lenabasum"
X Link 2024-06-01T16:55Z [----] followers, [---] engagements
"$UNCY - Bought starter .4003. NDA filing this quarter so expect approval [----] Q2 if all goes normally. Data has been excellent cash "into 2026" according to co. TAM sizable compared to market cap. Quality investors in last March with the $50mm private placement at much higher valuation than now. Chart points to possible retest of .36-.37 level so leaving room to add in that area. BTW - I've been gone way longer than expected. Bunch of personal stuff came up all at once but I'm back now for the most part. Though. we're nearly in my negative biotech seasonal period (update on that tonight or"
X Link 2024-07-19T18:36Z [----] followers, [----] engagements
"$UNCY - added .29 this morning. Still a minor position because of my $XBI Seasonality assumptions. But $UNCY looking too juicy here. Selloff seems like a crowded trade finally blowing out. Company has plenty of cash and TAM that's multiples of its market cap. I'm just averaging in and putting it away until approval in [----]. (btw - sorry I haven't responded to some questions etc. I was off grid longer than planned back just for today heading right out again for some RedSox games kayaking Boston area then up to Vermont.) So not back to real trading until Aug 26th but I'll try to get some"
X Link 2024-08-13T14:54Z [----] followers, [----] engagements
"$UNCY - just doubled up at .25 area. That'll be enough for me to hold. Besides we have to pack up and head to Boston to heckle the Red Sox tonight.😜"
X Link 2024-08-13T15:30Z [----] followers, [---] engagements
"@VIPSheffTrades For me this is a hold through approval next year. Fully diluted market cap at .25 (with all preferreds converted) is only $32mm. Seems very cheap considering the potential market for OLC"
X Link 2024-08-13T17:00Z [----] followers, [---] engagements
"$UNCY out of all .47 approx. This trading profit reduces my basis to BELOW zero so when I re-buy (in maybe 2-3 weeks) I can hold through the FDA filing in early November with a profit in the name even in the worst-case scenario of filing denied/delayed"
X Link 2024-09-20T14:51Z [----] followers, [----] engagements
"Pretty obvious resistance between .485-.50 (and I like to sell early into strength) + We're right in the center of my $XBI seasonal weakness period (AUG-OCT) + FDA decision is still [--] weeks away. So taking the $$ off the table and re-buying closer to November. Again this stock now owes me nothing so even if I have to pay a little higher I'm OK with that"
X Link 2024-09-20T14:58Z [----] followers, [---] engagements
"btw I do all my trading in SEP-IRA / Roth IRA accounts so I have no short term capital gain consequences. If you're a younger investor I urge you to contribute as much into IRA accounts as fast as you can. The difference after a lifetime of investing is enormous"
X Link 2024-09-20T15:11Z [----] followers, [---] engagements
"$UNCY starting to look like a potential big mover with positive action past [--] weeks and likely breakout from long rounding bottom this week. BTW - I've been away from trading/tweeting for couple months but returning fully over next few days. Will post results of my $XBI seasonal JUL-OCT pattern later tonight or tomorrow"
X Link 2024-11-07T21:21Z [----] followers, [----] engagements
"$UNCY They haven't suddenly eliminated the 3-year additional post-TDAPA adjustments (if that's what you're saying). You may have only read the CMS press release which is a very abbreviated list of the full [----] Medicare rules that doesn't mention post-TDAPA. but the legal version of the full rules are published in the Federal Register. This clip is from yesterday's Federal Register"
X Link 2024-11-13T19:04Z [----] followers, [---] engagements
"$UNCY bought around .428 avg. I'll be posting an interesting take on it a little later today"
X Link 2024-11-14T14:58Z [----] followers, [---] engagements
"$UNCY From a few days ago at the American Society of Nephrology (ASN) Kidney Week. Video interview hasn't gotten any mentions on Twitter that I can find. Discusses OLC of course but also UNI-494 which could be a value driver later 2025/2026. https://www.youtube.com/watchv=nuIuP6OPm60 https://www.youtube.com/watchv=nuIuP6OPm60"
X Link 2024-11-22T21:43Z [----] followers, [----] engagements
"$UNCY sold my 50% trading tranche $.55 for another nice profit. No change in the other 50%/long term account plan to hold into 2q2025 approval. Nice move today but. we ARE still in tax selling season + the Jan.1 Medicare bundle change coming could affect next few weeks + the post-election rally not very convincing. I could be wrong (obviously) but seems a reasonable time to sell into strength on a trading basis"
X Link 2024-11-25T18:54Z [----] followers, [----] engagements
"I sure hope so but the political situation is so mixed up right now hard to say what can happen. Seems like it would be an easy popular win for patients and Congress to at least kick the can again even if they need to get bi-partisan support by arguing that DOGE needs to look at major changes first"
X Link 2024-11-25T19:18Z [----] followers, [--] engagements
"$VKTX - Bought a good size starter today. The manufacturing deal is misunderstood imho in that it's transferable and I think INCREASES the attractiveness of a deal to medium/big pharma because it locks down supply chain issues. Plus valuation as an independent is not crazy here. $UNCY and $PGEN (and $IBB for that matter) acting pretty well during this selloff. I will likely re-enter both of those soon. * I haven't had anything to tweet lately simply because I've had no positions for about a month now. This is 1st step back in - but watching closely for a valid reversal. And I'd really like to"
X Link 2025-03-11T19:58Z [----] followers, [----] engagements
"Yes the FDA is in turmoil but a few buys today anyway. Maybe a dumb idea but I've been running with near $zero positions since January. So while it's likely early to be wholesale buying this downdraft - I nibbled on a few that seem to have value today and will probably continue nibbling lower: $CAPR been threatening to break out for years - finally did and nice pullback to add here - with PDUFA scheduled end of August + plenty of cash. Synopsis here (might need the free account to read): $NVCT - high risk/high reward on upcoming data. But upside in absolute $$ way more than downside. See"
X Link 2025-04-04T16:31Z [----] followers, [---] engagements
"$VKTX - I'm 100% out after news of Trump/RFK ruling against Medicare for weight loss GLP's. Yes RFK thinks we all should just diet and exercise which is true in many cases and silly in others. But regardless it now gets me thinking. Given the aggressiveness exhibited elsewhere so far VKTX may face regulatory hostility even toward approval DESPITE being effective and safe. So seems there will be better types of bios to allocate $$ to. And certainly this changes valuation re: a buyout. Not saying this to be political but as investors we have to live in reality - and realistically we ARE in an"
X Link 2025-04-04T23:12Z [----] followers, [----] engagements
"$NVCT - there's been misinformation floating around - don't know if it's intentional or ignorance but here's the relevant info that was presented yesterday - signed off on by experts at Mayo Clinic MD Anderson Edinburgh BU School of Medicine and more. [---] is HIGHLY effective and SAFE. Some of these patients had up to TWENTY prior lines of treatment and there was one Gr.5 pneumonia judged (by experts - not Twitter trolls) as unrelated to treatment. If you disagree don't tell me - call the Mayo Clinic and see if they'll hire you.🤪🤣"
X Link 2025-04-30T17:49Z [----] followers, [----] engagements
"$UNCY Back in this morning with a new starter at $4.04 avg. Day after earnings call they file 8K reporting a 25% dilution. See pics. Not a great look but the 8/14 investors (who I assume took down these shares) are solid and I'm in lower than they are. With ample cash regulatory news flow seems likely to be positive going forward"
X Link 2025-08-18T20:11Z [----] followers, [----] engagements
"$UNCY 1st.see pic - DONE Plus Some already. 😝. The class action will (eventually) be tossed imho as meritless but will still cost some $$. Not going to change where UNCY is going over the next [--] months. I'll buy more if it gets into the mid $3's on this. BTW link to the study the Pic is from: https://papers.ssrn.com/sol3/papers.cfmabstract_id=2404001 https://papers.ssrn.com/sol3/papers.cfmabstract_id=2404001"
X Link 2025-08-19T03:03Z [----] followers, [----] engagements
"$SRPT no longer on watch. After new HOD I don't see good risk/reward set up anywhere. $39.53 would be the spot if you really want in"
X Link 2017-08-31T15:14Z [----] followers, [--] engagements
"$TPIV Intriguing chart. Nice base short term LT looks possible to go MUCH higher. NEGs - Illiquid and has been a dog for [--] yr+. Hmmm"
X Link 2017-10-15T17:00Z [----] followers, [--] engagements
"$GG Something for the watchlist. Miners often make important tops/bottoms at end of year/New Year. Note last year's reversal - possible repeat here. $GG was upped to Buy @Citi last week on value. Tax selling of the PM sector could drive to low $12's then a run up into early '18"
X Link 2017-12-04T16:26Z [----] followers, [--] engagements
"$ALT looking at re-entering today and decided to double check thier cash position. In the Q3 conf. call they stated maybe to 1Q2019 w/tax refund. The 10Q though clearly says Sep. [----] WITH refund. Have to be careful here - ther's a potential financing lurking out there soon"
X Link 2018-03-14T20:19Z [----] followers, [--] engagements
"@StockCats No but I'm about [--] lbs. heavier. That must count for something"
X Link 2020-05-18T19:49Z [----] followers, [--] engagements
"Great tweets from Ripster. Usually my "R" is small % of account size so it floats as account grows. I would add try exploring this "Risk of Ruin" tool to see how easily you can blow up an account with Win/Loss ratios that appear respectably average: https://www.cashbackforex.com/tools/risk-of-ruin-calculator #tradingtips #R 1st Rule for Newbies. Every Trade You Take Try to "lose" (if you lose) a FIXED AMT every time. -"R" Then when you win try to make 2R 3R (r can be [------] etc. ) Dnt matter how many times u lose NEVER EVER lose more than "R" Find your R -"risk $" per trade"
X Link 2021-05-23T19:09Z [----] followers, [--] engagements
"#tradingtips #R 1st Rule for Newbies. Every Trade You Take Try to "lose" (if you lose) a FIXED AMT every time. -"R" Then when you win try to make 2R 3R (r can be [------] etc. ) Dnt matter how many times u lose NEVER EVER lose more than "R" Find your R -"risk $" per trade"
X Link 2020-09-24T00:22Z 455.9K followers, [----] engagements
"$XAIR seems to be firing on all cylinders. Oh wait. they don't use "cylinders" 😜😜😜"
X Link 2020-01-07T15:34Z [----] followers, [--] engagements
"$AVYA short squeeze Not super-low float & options not super liquid (yet) but at current $65mm market cap w/ 18% Short Float - I'm no squeeze expert but seems plausible AVYA can get picked up by the Wall Street Bets crowd. That would be interesting"
X Link 2022-08-22T02:00Z [----] followers, [--] engagements
"$XBI [----] bear market (-65%) compared to all other Bears since [----]. (Total 1929-1930's decline was near 90% but technically consisted of a series of Bears/Bulls. So $XBI probably qualifies as 2nd worst Bear in history behind the [----] dot-com implosion. Data from SeekingAlpha"
X Link 2022-11-04T22:37Z [----] followers, [--] engagements
"(1 of 3) $XAIR vs $BLPH $BLPH was a spinout of Ikaria (because my guess is $MNK wasn't interested in purchasing InoPulse with InoMax tank system.) InoPulse is basically a mini-tank system with a patented pulse delivery that has advantages in ambulatory use. BUT"
X Link 2020-03-20T14:39Z [----] followers, [--] engagements
"$XFOR - NEA (New Enterprise Associates) doubled their shares in the offering - just filed 13D today with 9.99% of company: Will be interesting to see who else participated in coming days. https://www.bamsec.com/filing/107261322000662cik=1501697 https://www.bamsec.com/filing/107261322000662cik=1501697"
X Link 2022-12-20T19:03Z [----] followers, 15.6K engagements
"$XBI now lower than it was [--] years ago Where's "asset inflation" when we need it"
X Link 2023-09-18T18:06Z [----] followers, [----] engagements
"$SBFM Here's my $2 (was going to be my [--] cents but it's such a long post that I decided to Reverse Split it).🤪 The attached pic shows my paraphrasing from the 2/14 prospectus simplifying some of the language explaining the Reverse Stock Split. Here are my comments re: each numbered section: [--]. IF - They KNEW they were going to effect a Reverse Split and the Prospectus said so: We have obtained shareholder approval for and intend to complete a reverse stock split. The significance of that from a regulatory perspective is that the warrant terms were not remote emergency contingencies. They"
X Link 2024-04-22T17:32Z [----] followers, [----] engagements
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