# ![@jud_guy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::936699491138359296.png) @jud_guy guy jud

guy jud posts on X about $dcth, $ww, $stxs, $nmtc the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::936699491138359296/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::936699491138359296/c:line/m:interactions.svg)

- [--] Week [-----] +16%
- [--] Month [------] +1,342%
- [--] Months [------] +802%
- [--] Year [------] +650%

### Mentions: [--] [#](/creator/twitter::936699491138359296/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::936699491138359296/c:line/m:posts_active.svg)

- [--] Week [--] +180%
- [--] Month [--] +467%
- [--] Months [--] +294%
- [--] Year [--] +238%

### Followers: [---] [#](/creator/twitter::936699491138359296/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::936699491138359296/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +13%
- [--] Months [---] +32%
- [--] Year [---] +40%

### CreatorRank: [---------] [#](/creator/twitter::936699491138359296/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::936699491138359296/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [celebrities](/list/celebrities) 

**Social topic influence**
[$dcth](/topic/$dcth), [$ww](/topic/$ww) #10, [$stxs](/topic/$stxs), [$nmtc](/topic/$nmtc), [has been](/topic/has-been), [youtube](/topic/youtube), [robot](/topic/robot), [2x](/topic/2x), [dcth](/topic/dcth), [apple](/topic/apple)

**Top accounts mentioned or mentioned by**
[@oilandgasinvest](/creator/undefined) [@capitalvennett](/creator/undefined) [@mattbiotech](/creator/undefined) [@raylagunabb](/creator/undefined) [@biggercapital](/creator/undefined) [@adamellington](/creator/undefined) [@youtube](/creator/undefined) [@paulcerro](/creator/undefined) [@alexpitti](/creator/undefined) [@outsanest](/creator/undefined) [@cullencoleman69](/creator/undefined) [@thephiloinvest](/creator/undefined) [@revshark](/creator/undefined) [@stereotaxis](/creator/undefined) [@webcrawlervers](/creator/undefined) [@jfais20](/creator/undefined) [@elonmusk](/creator/undefined) [@highlyilliquid](/creator/undefined) [@dustinfluff](/creator/undefined) [@aiminghigh20](/creator/undefined)

**Top assets mentioned**
[WW International, Inc. Common Stock (WW)](/topic/$ww) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [Insulet, Corp. (PODD)](/topic/$podd) [Acutus Medical, Inc. (AFIB)](/topic/$afib) [Immunocore Holdings Limited (IMCR)](/topic/$imcr) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [RAMP (RAMP)](/topic/ramp) [Stellar (XLM)](/topic/stellar) [Arteris, Inc. (AIP)](/topic/$aip) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [GoodRx Holdings, Inc. (GDRX)](/topic/$gdrx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@RevShark The current negativity offers retail the opportunity to purchase high management quality pre-deal announcement SPACs trading relatively close to $10.00. This was common early Fall [----] and then impossible $SPKBU $SRNGU both examples IMO"  
[X Link](https://x.com/jud_guy/status/1371253214696325126)  2021-03-15T00:13Z [---] followers, [--] engagements


"@Capricor @Nippon_Shinyaku even in good times too many one product bios build their own salesforces instead of partnering. I do hope that this trend you cited becomes more the norm b/c for every successful case like BHVN there are a dozen failures"  
[X Link](https://x.com/jud_guy/status/1485998644310458378)  2022-01-25T15:30Z [---] followers, [--] engagements


"@firebutworking @johnwelshslays Been watching $MODD for a year now waiting for signs of an actual 510K filing. It's not clear from PR when P-M was engaged. If they ever actually do file I do like the strategy of a simpler-to-use inexpensive pump using the $PODD sales model. Type [--] a huge opportunity too"  
[X Link](https://x.com/jud_guy/status/1691924436528562448)  2023-08-16T21:26Z [---] followers, [---] engagements


"re $DCTH I don't want to be perceived as a $DCTH "cheerleader" so I will make one more post thread to explain my bullish opinion. As legendary hedge fund mgr Stanley Druckenmiller said when you see something in the market that really really excites you "bet the ranch on it. 1"  
[X Link](https://x.com/jud_guy/status/1692644629592633709)  2023-08-18T21:08Z [---] followers, [---] engagements


"@RayLagunabb @Stereotaxis I have surprisingly never heard $AFIB mention even once their map partnership w $STXS nor did they ever mention they were doing studies on PFA and RMN (which $STXS had mentioned on of their CC). That effort was discontinued when AFIB cut back R&D"  
[X Link](https://x.com/jud_guy/status/1696576997080625405)  2023-08-29T17:34Z [---] followers, [---] engagements


"@Shitco_investor @wllm_ptrs unfortunately most of these lottery tickets seem to be just that- the ones you throw away: $MYO $HRTX $MODD $AFIB $OCUL all fleas I was once in but have managed to minimize losses- $STXS is enough headache; $DCTH too. Both I think are setting up for "24-'25- we shall see"  
[X Link](https://x.com/jud_guy/status/1696620396194181550)  2023-08-29T20:26Z [---] followers, [----] engagements


"@herbgreenberg @Greener300 @PeekBTN @lcmcd17 was short nwl many times including in the LS mutual fund I co-managed during that time period-always annoying that no class action recourse exists for short sellers who lose $ from slimy managements who manipulate numbers to artificially prop up stock"  
[X Link](https://x.com/jud_guy/status/1707864032365994406)  2023-09-29T21:04Z [---] followers, [--] engagements


"@webcrawler_vers the "smart $ funds" portrayed themselves as l-term investors and then did what hedge funds do but as good a job as mgmt has done getting approval I think they should have done a tiny raise and then do a larger equity raise post approval using better bankers"  
[X Link](https://x.com/jud_guy/status/1716452557810209050)  2023-10-23T13:52Z [---] followers, [--] engagements


"@webcrawler_vers if they had gotten a CRL the company would have been a zero regardless of the financing. w/ only [--] m shares stock would have popped to $10-$15 and then they could have done a straight equity deal at a discount but that's water under the bridge. stock still cheap regardless"  
[X Link](https://x.com/jud_guy/status/1716453402484334742)  2023-10-23T13:55Z [---] followers, [--] engagements


"@Alex__Pitti interesting list. most shocking name (for me) is that Fair Isaac has been such a monster stock"  
[X Link](https://x.com/jud_guy/status/1722022114964766871)  2023-11-07T22:44Z [---] followers, [--] engagements


"My latest $DCTH update:"  
[X Link](https://x.com/jud_guy/status/1729295173669011837)  2023-11-28T00:24Z [---] followers, [---] engagements


"@jfais20 @plainyogurt21 This all "slow ramp" argument only makes sense if $DCTH guided to a fast ramp. Their guidance already reflects that the ramp is slower than a drug only treatment so the real question is whether the ramp will be faster or slower than what they have already told the Street"  
[X Link](https://x.com/jud_guy/status/1737844655348387918)  2023-12-21T14:37Z [---] followers, [---] engagements


"@MattBiotech The $10 m/warrant conversion trigger also needs a $6 stock price but its being given too much importance IMO. Yes $DCTH need an additional $ influx but once there is a visible revenue ramp there are other less dilutive funding mechanisms available- i.e. royalty deal"  
[X Link](https://x.com/jud_guy/status/1748135155816972539)  2024-01-19T00:07Z [---] followers, [---] engagements


"@Alex__Pitti @elonmusk he was smart to fire 1/2 the staff as I see no difference in bot activity pre or post acquisition so the other 1/2 apparently were too busy censoring instead of improving product. I am pretty much done posting on X b/c the site doesn't provide enough good info in return"  
[X Link](https://x.com/jud_guy/status/1757789806635913707)  2024-02-14T15:32Z [---] followers, [--] engagements


"@SamRuss60265097 @Alex__Pitti @elonmusk once in a while there is a nugget but i am sick of discord and crypto. I will keep the account but I am not posting any original analysis anymore via X"  
[X Link](https://x.com/jud_guy/status/1757790887902429265)  2024-02-14T15:36Z [---] followers, [--] engagements


"@Stereotaxis @BrowardHealth It looks like that doc is using a gaming controller to navigate the catheter- every young doc should be able to learn to use the robot pretty easily if it's like a video game"  
[X Link](https://x.com/jud_guy/status/1762560353785802898)  2024-02-27T19:28Z [---] followers, [--] engagements


"@meraghumittal @MattBiotech The launch took place in January so Q4 earnings are meaningless. Q1 revs are around $2.0 m likely. they have [--] hospitals w/ [--] to have done a procedure in Q1. They already said J-Code kicks in Apr. The uncertainty has been all about the financing which they have addressed"  
[X Link](https://x.com/jud_guy/status/1768786316857106803)  2024-03-15T23:48Z [---] followers, [--] engagements


"@TOWiU2 Last yr mgmt told me: "FOCUS trial results have been submitted for publication. We should be published early next year assuming a reasonable amount of back and forth with editors. We plan to subsequently request reimbursement in the UK and Netherlands." Box checked $DCTH"  
[X Link](https://x.com/jud_guy/status/1787264720757563850)  2024-05-05T23:34Z [---] followers, [---] engagements


"@MattBiotech An interesting thread-thx. My issue w/ $PODD and other players is that pump usage has basically flatlined forever while CGM growth has been strong meaning IMO that pumps are still way too complicated for the masses. The educated motivated user (you) is a niche"  
[X Link](https://x.com/jud_guy/status/1788248036155515348)  2024-05-08T16:42Z [---] followers, [---] engagements


"I def looking forward to when $DCTH fleshes out its strategy re conducting trials to treat other liver-dominant cancers like ICC and CRC cause once people see that the opportunity is real DCTH could start to be valued off the pipeline not just mUm"  
[X Link](https://x.com/jud_guy/status/1790378712484954439)  2024-05-14T13:48Z [---] followers, [---] engagements


"@RayLagunabb It's the smaller self-shielding robot the company has been talking about for the past [--] years. It's a fair point that I probably shouldn't describe it as mobile as I don't think it will be on wheels. Install will be much much easier though and it's much smaller"  
[X Link](https://x.com/jud_guy/status/1799589637263855951)  2024-06-08T23:49Z [---] followers, [--] engagements


"@RayLagunabb There have been several photos of the robot w/o outer skin on Internet. They should be filing this month so hopefully will be available in Europe by Q3. W/ MAGIC CE believe there will be an accelerated sales cycle in Europe (and China once approved)"  
[X Link](https://x.com/jud_guy/status/1799590128681463845)  2024-06-08T23:51Z [---] followers, [--] engagements


"@RayLagunabb I believe they are permanent installs but it will be possible to remove and repurpose or resell much more easily than current robot b/c the room does not need to be specially prepared for the magnets and the robot will play nice w other instruments due to lower magnet content"  
[X Link](https://x.com/jud_guy/status/1799590861917048863)  2024-06-08T23:54Z [---] followers, [--] engagements


"@RayLagunabb EU def not asking for the same data set at least for approval. FDA requires more data. Euro does require post-approval data & sounds like FDA will also so at the end of the process maybe the data supplied will be the same but not for purposes of getting initial CE"  
[X Link](https://x.com/jud_guy/status/1823394020006998480)  2024-08-13T16:19Z [---] followers, [---] engagements


"@highly_illiquid @SebastianCaliri Good summary though the procedure takes around [--] hours and the patient stays overnight not [--] days"  
[X Link](https://x.com/jud_guy/status/1826971466857890098)  2024-08-23T13:15Z [---] followers, [---] engagements


"$DCTH https://www.today.com/health/disease/sonny-sweetman-uveal-melanoma-blurry-vision-rcna167578 https://www.today.com/health/disease/sonny-sweetman-uveal-melanoma-blurry-vision-rcna167578"  
[X Link](https://x.com/jud_guy/status/1828210629103976620)  2024-08-26T23:19Z [---] followers, [---] engagements


"UCLA interview summarizes liver dom treatments: ablation (for a small lesion) Y90 (for a larger lesion) and HEPZATO (for liver spread). The first [--] are done in multiple types of liver dom cancers not just mUm so why wouldn't HEPZATO eventually be used the same way $DCTH"  
[X Link](https://x.com/jud_guy/status/1846698216290504714)  2024-10-16T23:42Z [---] followers, [---] engagements


"@OilandGasInvest And no one even asked about the opportunity in ICC which is 2X larger than mUm. $DCTH (liver directed therapy) could get added to NCCN treatment guidelines w/ just independent studies=opening door to off label usage + possible reimbursement- could happen by end of '25"  
[X Link](https://x.com/jud_guy/status/1854904803190526265)  2024-11-08T15:12Z [---] followers, [---] engagements


"@DustinFluff @OilandGasInvest i doubt anything would happen until after CHOPIN- if results were stellar might make a lot of sense for Bristol Myers since the HEPZATO combo w/ their drug would really differentiate BM from other immunotherapies"  
[X Link](https://x.com/jud_guy/status/1854918389472383442)  2024-11-08T16:06Z [---] followers, [---] engagements


"@AimingHigh20 @jfais20 @outsanest I think you are overthinking it. Do you really think mgmt is going to invest all these resources for a [--] year window-are you even sure which patents cover what or that some other company assuming they could even duplicate hepzato wouldnt have to run the same trials"  
[X Link](https://x.com/jud_guy/status/1856441482749624371)  2024-11-12T20:58Z [---] followers, [--] engagements


"$DCTH [--] hospitals now listed on HEPZATO site and [--] listed as actively treating (Utah must have just treated its first patient)"  
[X Link](https://x.com/jud_guy/status/1861568856864530682)  2024-11-27T00:32Z [---] followers, [---] engagements


"@peonyKingOF With takeover activity in industry and the obvious gap in MDT's product line the fact that $MODD has not been acquired despite the CEO's insistence that this is preferred creates doubt (for me) that the pump is anything special. Type [--] and almost pumper should be a fertile opp"  
[X Link](https://x.com/jud_guy/status/1871240549220471018)  2024-12-23T17:04Z [---] followers, [---] engagements


"$DCTH re CHOPIN I expect control (which is HEPZATO alone) will show much higher ORR than FOCUS trial (36.3%) since healthier patients are being treated (similar in real world). Higher ORR ( 60%consistent w euro studies) very pos for accelerated adoption for mUm"  
[X Link](https://x.com/jud_guy/status/1882842442195775571)  2025-01-24T17:26Z [---] followers, [---] engagements


"Finally ICC is not even being talked about and with maybe one more positive study supporting existing data from Europe off label usage in US becomes plausible in [----]. Its a small niche but still 2x larger than mUm"  
[X Link](https://x.com/jud_guy/status/1882842445416919540)  2025-01-24T17:26Z [---] followers, [---] engagements


"@highly_illiquid I do not believe so as they have been focused on roll out and the breast and CRC trials but I do believe we will hear more about their ICC plans later this year"  
[X Link](https://x.com/jud_guy/status/1882895969437770051)  2025-01-24T20:59Z [---] followers, [---] engagements


"Surprised $STXS didnt rally more on MAGIC CE approval even though i guess it was expected but it's truly a transformational approval which should reward long suffering STXS bulls (myself included) as the model is now primed to succeed in Europe and China (US still waiting)"  
[X Link](https://x.com/jud_guy/status/1884046616384135346)  2025-01-28T01:11Z [---] followers, [----] engagements


"@CaliLerone @tbinfo1 @biggercapital @adamfeuerstein @statnews i don't have a history of his calls ironic I guess b/c my career was short selling but I was process driven and didnt traffic in "stories". I did think though that in re to $DCTH he was extremely unfair not appreciating at all that Gerard was the real deal (former VCEL CFO)"  
[X Link](https://x.com/jud_guy/status/1920523867308667073)  2025-05-08T16:59Z [---] followers, [---] engagements


"2. $DCTH no value being given to breast or colorectal which are far out in time but have fairly good odds for success given there is some data in Europe and from IHP. I also think CHOPIN has pretty good chance for success and would likely make HEPZATO a front line mUm therapy"  
[X Link](https://x.com/jud_guy/status/1920574164357796067)  2025-05-08T20:18Z [---] followers, [---] engagements


"$LNSR. Wrote a research report May '24 @$3.50 (on my shutdown substack page). Alcon agreed to acquire co. for $14.00 cash + $2.75 CVR. 2nd FTC request prompts doubt. Hence stock is $12.30. I'm a buyer. Even if deal busts $LNSR is taking major market share in laser cataracts"  
[X Link](https://x.com/jud_guy/status/1937929908560290079)  2025-06-25T17:44Z [---] followers, [---] engagements


"$NMTC Interesting long. In epilepsy partner w $ZMH lends visibility on FY25 $8-$10 m sales target (based on purchase minimum). Some upside once the facial pain label expansion occurs (likely soon) and I think the opportunities in spine/pain management and drug delivery are real"  
[X Link](https://x.com/jud_guy/status/1938318326784266409)  2025-06-26T19:27Z [---] followers, [---] engagements


"@Michaelrose102 Stephens interviewed a KOL (Jefferson I think) and while he def was positive he did state that profitability on procedure is low and reimbursement from Medicare taking time. He thought the 340B price reduction will def help-making procedure more profitable"  
[X Link](https://x.com/jud_guy/status/1943792923155529758)  2025-07-11T22:02Z [---] followers, [---] engagements


"@OilandGasInvest Late last year and earlier this year CMS implemented changes in both how they interpreted 340B (definition of drugs which could participate) and how they managed the program (implications of choosing not to participate)"  
[X Link](https://x.com/jud_guy/status/1944161038896668877)  2025-07-12T22:24Z [---] followers, [---] engagements


"@OilandGasInvest DCTH rebates back 23% of $188k to the 340B hospital so the procedure becomes more profitable to the hospital/less profitable to DCTH. . $DCTH anticipates increased volumes to offset which is consistent w the KOL and incorporated in guidance"  
[X Link](https://x.com/jud_guy/status/1944161989292363808)  2025-07-12T22:28Z [---] followers, [---] engagements


"@Adam_Ellington @OilandGasInvest While not primary administrator CMS does play a role in how 340B drugs are handled within Medicare Part B particularly in payment policies. My original post was a summary of a response from the company but if you prefer to nitpick w/ which agency calls shots that up to you"  
[X Link](https://x.com/jud_guy/status/1944402177587298442)  2025-07-13T14:22Z [---] followers, [---] engagements


"@OilandGasInvest @Adam_Ellington my comment was directed at a different poster who pointed out that CMS technically doesn't run the 340B program. Your original post was greatly appreciated and useful"  
[X Link](https://x.com/jud_guy/status/1944426233070006612)  2025-07-13T15:58Z [---] followers, [--] engagements


"@Adam_Ellington @OilandGasInvest Thanks. Does that mean they have likely been giving the rebate since approval or like w Delcath they will now likely have to participate or risk losing access to medicare b/medicaid I have seen ASP on Kimmtrack w never a mention of any discounting"  
[X Link](https://x.com/jud_guy/status/1944762360096272610)  2025-07-14T14:14Z [---] followers, [--] engagements


"@Adam_Ellington @OilandGasInvest My understanding is that the governing org (DCTH said CMS/you say a different entity) has pressured companies/hospitals to offer 340b pricing since late last year but other than DCTH I have not seen any other public companies mention this (yet)"  
[X Link](https://x.com/jud_guy/status/1944781104054972492)  2025-07-14T15:28Z [---] followers, [---] engagements


"$STXS Good interview showing $STXS at crossroads of robotics and AI- Now just execute https://medium.com/authority-magazine/david-fischel-of-stereotaxis-on-the-future-of-robotics-over-the-next-few-years-60572429a34c https://medium.com/authority-magazine/david-fischel-of-stereotaxis-on-the-future-of-robotics-over-the-next-few-years-60572429a34c"  
[X Link](https://x.com/jud_guy/status/1948393051472183569)  2025-07-24T14:41Z [---] followers, [---] engagements


"$DCTH re CHOPIN I expect HEPZATO only will do significantly better than how HEPZATO performed in FOCUS which by itself SHOULD influence docs to prioritize HEPZATO "  
[X Link](https://x.com/jud_guy/status/1958502557946388776)  2025-08-21T12:12Z [---] followers, [---] engagements


"ICC is 2x size of mUm and niche is still small enough that word of mouth + NCCN addition would spur usage. Category 1/2A NCCN are considered medically accepted indications and often reimbursed by insurance/Medicare even if the specific use is "off-label""  
[X Link](https://x.com/jud_guy/status/1958502561788342319)  2025-08-21T12:12Z [---] followers, [---] engagements


"Breast and CRC are larger so the company decided to run formal trial for label expansion. I would' have sponsored more investigator studies for ICC (for NCCN)/off label) + funded CRC trial only (for FDA label expansion). Remain hopeful ICC studies do get started soon"  
[X Link](https://x.com/jud_guy/status/1958502563126362588)  2025-08-21T12:12Z [---] followers, [---] engagements


"@outsanest all great questions for which i do not know the answer. I def believe for oncology compelling data in Phase [--] for an unmet need has approval precedent. I'd think also that for a label expansion (where safety has already been studies both in FOCUS and real world) odds greater"  
[X Link](https://x.com/jud_guy/status/1958522266829967772)  2025-08-21T13:31Z [---] followers, [--] engagements


"Nice to see $DCTH added its 21st active site: City of Hope National Medical Center"  
[X Link](https://x.com/jud_guy/status/1960061657125691779)  2025-08-25T19:28Z [---] followers, [---] engagements


"Somebody on stocktwits posted the link to this interview re HEPZATO (DCTH) Histotripsy and other liv directed therapies. I listened over the weekend and highly recommend doing so for those w interest in $DCTH https://www.youtube.com/watchv=CCVZb-VdTY4 https://x.com/ACureInSight1 https://www.youtube.com/watchv=CCVZb-VdTY4 https://x.com/ACureInSight1"  
[X Link](https://x.com/jud_guy/status/1960066665929920867)  2025-08-25T19:48Z [---] followers, [----] engagements


"$DCTH Hepzato Kit: A New Era in Liver-Directed Therapy The Eye Believe Podcast via @YouTube https://youtu.be/l57N3X5bfKYsi=vgFqkJ8jxfX_Gmyp https://youtu.be/l57N3X5bfKYsi=vgFqkJ8jxfX_Gmyp"  
[X Link](https://x.com/jud_guy/status/1967383323791261843)  2025-09-15T00:21Z [---] followers, [----] engagements


"@RobertMarcin As a AMD bull I thought $AIP is interesting but then they basically said that the AMD deal was incorporated in their guidance but if the model is royalty based I am confused how the potential upside is in guidance given they have no idea how many chips AMD will sell"  
[X Link](https://x.com/jud_guy/status/1968401812643316070)  2025-09-17T19:48Z [---] followers, [---] engagements


"$DCTH's 23rd site now active: University of Iowa. That's three activated sites in a month"  
[X Link](https://x.com/jud_guy/status/1970931211708367170)  2025-09-24T19:19Z [---] followers, [----] engagements


"@MattBiotech CHOPIN will be released Oct 18th so I'd think that topic will be on many minds besides Q3. I still think (at some point) we will hear more about ICC which I stubbornly have maintained will provide off label usage/rev before either meta CRC or breast"  
[X Link](https://x.com/jud_guy/status/1970932807934542069)  2025-09-24T19:26Z [---] followers, [---] engagements


"@MattBiotech I was told "The current gating item is getting the various oncologists to agree on what a protocol would look like. As usual there are strong opinions. Once we have it solidified assuming the business case makes sense we will provide detail beyond there is interest.""  
[X Link](https://x.com/jud_guy/status/1970934767643402468)  2025-09-24T19:34Z [---] followers, [---] engagements


"@MattBiotech Why the ICC oncologists can't agree but CRC and breast can I have no answer. The Jefferson KOL interviewed in one the broker reports also thought ICC had lots of potential (more so than breast)"  
[X Link](https://x.com/jud_guy/status/1970935278580998532)  2025-09-24T19:36Z [---] followers, [---] engagements


"@uchi_wawa @AimingHigh20 @PreciseSVJ @FrameworkWisely @biggercapital The challenge is activating new centers not so much increasing capacity at an activated center. Jeff is OR constrained but that is really a Jeff issue. Delcath is also setting up a referral network"  
[X Link](https://x.com/jud_guy/status/1953546399930626528)  2025-08-07T19:58Z [---] followers, [---] engagements


"$STXS Advancements in Robotic Surgery Transforming Cardiac Care with David Fischel Stereotaxis http://empoweredpatientradio.com/advancements-in-robotic-surgery-transforming-cardiac-care-with-david-fischel-stereotaxis http://empoweredpatientradio.com/advancements-in-robotic-surgery-transforming-cardiac-care-with-david-fischel-stereotaxis"  
[X Link](https://x.com/jud_guy/status/1956139380340342985)  2025-08-14T23:42Z [---] followers, [---] engagements


"$NMTC attractive micro spec IMO. Fully diluted mkt cap $46 m. FY25 revs $8-$10 m (+132% to +190%) funded through FY26 + from recent 510K for facial pain and I like the push from epilepsy into drug delivery and spinal cord stimulation"  
[X Link](https://x.com/jud_guy/status/1961519427104440504)  2025-08-29T20:00Z [---] followers, [---] engagements


"@CullenColeman69 @biggercapital I'm long $DCTH and hopeful CHOPIN provides a spark but in re to $CLPT and brain delivery I believe $NMTC is the more relevant name of interest"  
[X Link](https://x.com/jud_guy/status/1970893455175070018)  2025-09-24T16:49Z [---] followers, [---] engagements


"A super interesting razor/razor blade med tech (I am LONG FWIW) $SNWV: A Med Devices Co. In Its Early Innings https://www.cedargrovecm.com/p/snwv-a-med-devices-co-in-its-earlyr=51u0lg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://www.cedargrovecm.com/p/snwv-a-med-devices-co-in-its-earlyr=51u0lg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/jud_guy/status/1970899772669366703)  2025-09-24T17:14Z [---] followers, [---] engagements


"@CullenColeman69 @KBlondie5 @biggercapital Relevance re # of shares not clear to me. I am not arguing that $NMTC is better/worse opportunity than $CLPT but $NMTC which is focused on epilepsy through partnership w Zimmer is also targeting delivery of drugs to brain. 1st usage announced last CC"  
[X Link](https://x.com/jud_guy/status/1970923677140336750)  2025-09-24T18:49Z [---] followers, [---] engagements


"@CullenColeman69 @KBlondie5 @biggercapital $NMTC: "We received our first order from a leading biotech company to test our drug delivery system. As designed the biotech company is interested in using our technology to both deliver therapy and to record brain activity before and after the therapy has been administered. ""  
[X Link](https://x.com/jud_guy/status/1970924925860069868)  2025-09-24T18:54Z [---] followers, [--] engagements


"$DCTH Ironically at the end of FY24 Street estimates for FY25 were around $85 m so Gerard did zero favors to himself or shareholders w how he has handled guidance. I suspect he has learned his lesson and is giving a Q4# that he is very confident that the company will meet/beat"  
[X Link](https://x.com/jud_guy/status/1980418860710068705)  2025-10-20T23:40Z [---] followers, [----] engagements


"$DCTH I believe guidance Q4 conservative given additional centers and his comment that new patient starts are back to 80% of normal. Price headwind has been within expected 12%; likely a holiday slowdown (cited last Q4) but I still think the guidance is very beatable"  
[X Link](https://x.com/jud_guy/status/1980418862324805888)  2025-10-20T23:40Z [---] followers, [---] engagements


"$DCTH For FY26 using conservative assumptions (31 avg hospitals/roughly [---] procedures/ $164K per $6 m revs Europe) assuming NO tailwinds from CHOPIN or lower pricing (quicker center activation or elasticity) I think $135 m revs is very doable. Consensus is $130 m"  
[X Link](https://x.com/jud_guy/status/1980418863952195966)  2025-10-20T23:40Z [---] followers, [----] engagements


"@AB1001_disciple @agamemnus_dev @MMtrades12 $DCTH is approved as a drug/device combo in Europe not as a pharma. The drug itself is Mephalan which is purchased separately for Chemostat. Regardless given intl revs is like $5 m/year I am sure the company would just stop selling OUS if push came to shove"  
[X Link](https://x.com/jud_guy/status/1981090838751989870)  2025-10-22T20:10Z [---] followers, [----] engagements


"$STXS: Interesting article re How Stereotaxis developed this first-of-its-kind EP mapping catheter https://www.medicaldesignandoutsourcing.com/stereotaxis-magic-sweep-ep-mapping-catheter-magnets-kastelein/ https://www.medicaldesignandoutsourcing.com/stereotaxis-magic-sweep-ep-mapping-catheter-magnets-kastelein/"  
[X Link](https://x.com/jud_guy/status/1981815731806486845)  2025-10-24T20:11Z [---] followers, [---] engagements


"$DCTH Pre-ESMO comments by Dr Moser re importance of CHOPIN and usage of combo therapies via @YouTube https://youtube.com/clip/Ugkx3ubvYw36WQM7wDf_kmW4mMadWwl3WmZEsi=pY_ckmZRXoWdmf74 https://youtube.com/clip/Ugkx3ubvYw36WQM7wDf_kmW4mMadWwl3WmZEsi=pY_ckmZRXoWdmf74"  
[X Link](https://x.com/jud_guy/status/1981883269227376843)  2025-10-25T00:39Z [---] followers, [----] engagements


"$DCTH 25th hospital active: HonorHealth in Phoenix. Stock acts like death and short interest has spiked but valuation is low Q4 and especially FY26 estimates seem very conservative; and CHOPIN impact ignored. I have added for the first time since the post FDA approval decline"  
[X Link](https://x.com/jud_guy/status/1983238057722589221)  2025-10-28T18:22Z [---] followers, [----] engagements


"@MLmeign1 @biblapmatch if you are a patient entering REPL trial why would you risk 50% chance you end up in control arm (IPI/NVO only) when CHOPIN results objectively show IPI/NVO w HEPZATO currently has the best outcome. It's on $DCTH to execute/educate"  
[X Link](https://x.com/jud_guy/status/1991576853472244030)  2025-11-20T18:38Z [---] followers, [---] engagements


"$DCTH "The procedure notes from [--] days ago read that they saw NO tumor activity on the left lobe of liver. And the right side (where most of my tumors have been) continue to improve from last times--all good signs I'm showing response to treatment." https://www.facebook.com/share/p/17tWtrfSbr/ https://www.facebook.com/share/p/17tWtrfSbr/"  
[X Link](https://x.com/jud_guy/status/1991674204555735313)  2025-11-21T01:05Z [---] followers, [----] engagements


"$DCTH Eye Believe Survivorship Seminar [----] Liver-Directed Therapies via @YouTube https://youtu.be/b4mufAW9gSIsi=z2QR6atcx6AVs3W9 https://youtu.be/b4mufAW9gSIsi=z2QR6atcx6AVs3W9"  
[X Link](https://x.com/jud_guy/status/2001429984515141965)  2025-12-17T23:11Z [---] followers, [----] engagements


"@outsanest @DustinFluff @RevShark seems a pretty low valuation even if you only assumed modest growth in FY26. Co has very high margins and is self funding trials. Most micro cap healthcare running trials need capital for trials and somehow R&D in those cases aren't viewed negatively"  
[X Link](https://x.com/jud_guy/status/2009639603515363343)  2026-01-09T14:53Z [---] followers, [--] engagements


"@paulcerro I hope so . Def volatile. Bought at $28 and Ive round tripped to highs $30s to low $20s 2x in like [--] weeks"  
[X Link](https://x.com/jud_guy/status/2013692214493302934)  2026-01-20T19:16Z [---] followers, [---] engagements


"@CapitalVennett i actually think q will be fine but that the guidance itself is what drives the stock. The narrative seems to be the app is a bust and the boost from GLP wont materialize based on the MS note but as has been discussed on the thread today I think its a bit early to conclude"  
[X Link](https://x.com/jud_guy/status/2013715283668529221)  2026-01-20T20:48Z [---] followers, [--] engagements


"@dbruhzinski3 Just remember that the $70 does not include the cost of the drugs "  
[X Link](https://x.com/jud_guy/status/2013970047262224738)  2026-01-21T13:40Z [---] followers, [--] engagements


"$WW I also suspect that the app data is being affected by the fact that the rollout is being staggered to existing subscribers probably to work out bugs BEFORE full release. On reddit "My leader said only 1% of existing members have new app" (as 1/18)"  
[X Link](https://x.com/jud_guy/status/2017000005547004266)  2026-01-29T22:20Z [---] followers, [--] engagements


"@CapitalVennett I wish I had the paid version of Sensor Tower as the FREE version is def not as robust. I am surprised that the absolute # of downloads both for NOOM and WW aren't higher to be honest given that January is always going to be a very busy time a year for weight loss companies"  
[X Link](https://x.com/jud_guy/status/2017039033973592076)  2026-01-30T00:55Z [---] followers, [--] engagements


"I bought $LNSR in June around $12.40 and then sold it at $13 post Q2 as backlog & procedures down Q/Q. I rebought some past day at $12.15 but a little leery if deal falls through b/c the underlying numbers aren't as strong as previously. If deal closes $14 + CVR looks good"  
[X Link](https://x.com/jud_guy/status/1961515851552522553)  2025-08-29T19:46Z [---] followers, [---] engagements


"$DCTH [--] centers (up from 32) now listed as accepting patient referrals - UT Southwestern added. Still @ [--] centers doing procedure"  
[X Link](https://x.com/jud_guy/status/2009732763176292778)  2026-01-09T21:03Z [---] followers, [---] engagements


"@mike98572986 Saw this comment in Bianca's TikTok thread" I work at UW Madison in IR and were about to start treating Hepzato patients with immunotherapy in between Hepzato cycles Its amazing what modern medicine can do" So CHOPIN having some impact already $DCTH"  
[X Link](https://x.com/jud_guy/status/2015495920029221320)  2026-01-25T18:44Z [---] followers, [---] engagements


"@ACureInSight1 $DCTH Chopin trial discussed at [--] minute mark but whole podcast was very informative"  
[X Link](https://x.com/jud_guy/status/2016156442756010479)  2026-01-27T14:28Z [---] followers, [---] engagements


"@ShortShitStocks @ACureInSight1 Certainly in cutaneous melanoma (CM) ICC and a percentage of extrahepatic CCA where IO therapy is used Id think off label would occur . A lot of docs who treat mUm also treat CM. Need CHOPiN published ASAP"  
[X Link](https://x.com/jud_guy/status/2016335351539745106)  2026-01-28T02:19Z [---] followers, [---] engagements


"$DCTH CHOPIN Webinar hosted by A Cure in Sight 📢 Upcoming Webinar: Eye on CHOPIN Study Insights & Personalizing Treatment in MUM 🔗 Register for exclusive access here: https://t.co/6oxDu6ZA42 📅 February [--] [----] 🕚 11:00 AM 12:00 PM EST 🎥 Register to get recordings https://t.co/300MU48PDO 📢 Upcoming Webinar: Eye on CHOPIN Study Insights & Personalizing Treatment in MUM 🔗 Register for exclusive access here: https://t.co/6oxDu6ZA42 📅 February [--] [----] 🕚 11:00 AM 12:00 PM EST 🎥 Register to get recordings https://t.co/300MU48PDO"  
[X Link](https://x.com/jud_guy/status/2019515145664491591)  2026-02-05T20:55Z [---] followers, [---] engagements


"@Michaelrose102 I also suspect that Q3 revs are impacted b/c of 340B w increased volumes offsetting Q4 and beyond. Still not clear why $IMCR and all outpatient drugs are not impacted by 340B b/c earlier this year CMS implemented changes in how they interpreted the underlying [----] statute"  
[X Link](https://x.com/jud_guy/status/1943793698351042876)  2025-07-11T22:05Z [---] followers, [---] engagements


"@Adam_Ellington @OilandGasInvest If a eligible medicine (company) chooses NOT to participate aren't they basically shut out of Medicare Part B and Medicaid It's a broad category of drugs (outpatient) so I am really unclear how other companies like $IMCR (KIMMTRACK) wouldn't fall under 340B"  
[X Link](https://x.com/jud_guy/status/1944551073261244615)  2025-07-14T00:14Z [---] followers, [---] engagements


"$KRMD Listened to Aug presentation @ Cannacord-$KRMD is slowly making progress expanding its subQ pump (L [--] ml) to usage beyond IG especially in Oncology. In core SCiG shift to prefilled syringes significant. Believe 25% rev growth next few years +. Long again here"  
[X Link](https://x.com/jud_guy/status/1973393164632244734)  2025-10-01T14:22Z [---] followers, [---] engagements


"$DCTH UT Southwestern now 26th center actively treating patients-a very quick transition from accepting referrals to actively treating"  
[X Link](https://x.com/jud_guy/status/2012221700482408622)  2026-01-16T17:53Z [---] followers, [---] engagements


"$ww I get the bull case but monthly cost of clinical seems awfully high compared to behavioral alone. It seems like a much better value would be for a person to get the script filled elsewhere and then add behavioral only but then the model would be back to square one"  
[X Link](https://x.com/jud_guy/status/2012226669474357677)  2026-01-16T18:13Z [---] followers, [---] engagements


"@CapitalVennett Agreed y/y best but dont have last year data so compared sequential growth rate to NOOM which does show $WW downloads grew faster at least than NOOM ( on Apple Store)"  
[X Link](https://x.com/jud_guy/status/2013557991207817635)  2026-01-20T10:23Z [---] followers, [---] engagements


"@nicotinecap @paulcerro Also in another post I showed free sensor data for # of downloads last month vs last [--] days which I assume is a rolling data point . The metric shows the # of downloads is +100% . seasonality and dont have history using data but it doesnt jibe with Q126 cited by MS"  
[X Link](https://x.com/jud_guy/status/2013616730384261208)  2026-01-20T14:16Z [---] followers, [---] engagements


"@nicotinecap @paulcerro I compared to NOOM data which grew less sequentially than $WW "  
[X Link](https://x.com/jud_guy/status/2013617149122634102)  2026-01-20T14:18Z [---] followers, [---] engagements


"$DCTH Nice to see the 27th active HEPZATO site (Mayo Clinic Arizona) a mere [--] days after UT Southwestern added as the 26th site. Looks like pace of active site launches may be picking up after a lull since November"  
[X Link](https://x.com/jud_guy/status/2014055222109261909)  2026-01-21T19:19Z [---] followers, [---] engagements


"$DCTH CHOPIN's success combining IPI/NIVO w HEPZATO should spur increased procedures and once results are published opens door for NCCN guideline inclusion which further solidifies mUm positioning. Moffit running a combo study w KIMMTRACK also interesting"  
[X Link](https://x.com/jud_guy/status/2014060149296513332)  2026-01-21T19:38Z [---] followers, [---] engagements


"$DCTH CHOPIN also opens door for IIS combo studies in cutaneous melanoma SCLC lung & CCA - all currently employ IPI NIVO https://clinicaltrials.gov/study/NCT07281924term=hepzato&rank=1#participation-criteria https://clinicaltrials.gov/study/NCT07281924term=hepzato&rank=1#participation-criteria"  
[X Link](https://x.com/jud_guy/status/2014060150777057443)  2026-01-21T19:38Z [---] followers, [---] engagements


"$DCTH valuation absurd given they have $90 m in cash high margins and are just ramping in smallest indication. Very unusual R&D is viewed as a negative expense w zero value assigned to pipeline that R&D is trying to validate-notwithstanding HEPZATO has been validated in mUm"  
[X Link](https://x.com/jud_guy/status/2014060152303825011)  2026-01-21T19:38Z [---] followers, [---] engagements


"Clearly I am talking my book and have been long $DCTH for several years now but I feel strongly that the upside from here is substantial. There have been bumps the past [--] months no question but importance of CHOPIN has been ignored by market overshadowed by the Q4 guidance"  
[X Link](https://x.com/jud_guy/status/2014061115420872780)  2026-01-21T19:42Z [---] followers, [---] engagements


"$DCTH Excellent post I missed before. Great explanation of the logic behind combining HEPZATO w checkpoint inhibitors Gonna try something new here. Instead of making a substack post or x thread I am just going to give you guys access (viewer) to the actual google docs I am using to compile research and my personal notes on my favorite investment currently $DCTH https://t.co/QGdsBBEvHK Gonna try something new here. Instead of making a substack post or x thread I am just going to give you guys access (viewer) to the actual google docs I am using to compile research and my personal notes on my"  
[X Link](https://x.com/jud_guy/status/2014358583383601426)  2026-01-22T15:24Z [---] followers, [----] engagements


"$DCTH Mark Faries MD of Cedars-Sinai explains Hepzato for uveal melanoma as . via @YouTube 1:08 mark: "We've seen great effect great benefit for the patients that we've treated here and it's just great that we're able to offer that therapy" https://youtu.be/bzS7hPKgxlMsi=kLajoYytl_nm9lfs https://youtu.be/bzS7hPKgxlMsi=kLajoYytl_nm9lfs"  
[X Link](https://x.com/jud_guy/status/2020933398718710286)  2026-02-09T18:50Z [---] followers, [----] engagements


"$DCTH FB: "In early '25 "S's" diagnosis progressed to stage [--]. After [--] rounds of Hepzato to treat liver metastasis + radiation most recent scans show stable tumors with no new growth a milestone we were deeply thankful for. She continues to fight and is hopeful for a cure.""  
[X Link](https://x.com/jud_guy/status/2020935718944809162)  2026-02-09T18:59Z [---] followers, [---] engagements


"$NMTC Interesting interview w/ CEO. Co develops high-def thin-film electrodes for surgical mapping/ablation of neurological disorders. Not w/or risk but move into spine and drug delivery using existing platform offers significant potential. I own a decent # of shares so FWIW $NMTC #StocksToBuy https://t.co/05q1l5eB6u $NMTC #StocksToBuy https://t.co/05q1l5eB6u"  
[X Link](https://x.com/jud_guy/status/2011547351157289154)  2026-01-14T21:13Z [---] followers, [---] engagements


"Reviews of new $WW app in Apple store seem overwhelmingly favorable which at least anecdotally is +. shows 60k $WW downloads last [--] days (vs 30k last month) vs NOOM (70k last [--] days vs 40k last month). Not sure really how to interpret this data https://sensortower.com/ https://sensortower.com/"  
[X Link](https://x.com/jud_guy/status/2013401455214924010)  2026-01-20T00:01Z [---] followers, [----] engagements


"$WW a few examples of Apple Store reviews of new app"  
[X Link](https://x.com/jud_guy/status/2013689877167018182)  2026-01-20T19:07Z [---] followers, [----] engagements


"@CapitalVennett Existing users have older version and this group gets notified by $WW as to when they can update. When they update it is NOT counted as a download (I just looked this up) so the fact that a small % have updated should not impact download data ( I was mistaken)"  
[X Link](https://x.com/jud_guy/status/2017034939087134934)  2026-01-30T00:39Z [---] followers, [---] engagements


"$WW re above the data is clearly encouraging. I would love to see an informed bear provide the negative counterpoint re this data compared to MS analysis of the data cited in his report. I recognize AI can be inaccurate and I am not a data scientist so appreciate feedback"  
[X Link](https://x.com/jud_guy/status/2017043202981744969)  2026-01-30T01:12Z [---] followers, [---] engagements


"$WW Price pressure on GLP-1 - increased volumes= more potential patients. WW does not receive revs from actual sales of the drugs but subscription revenues from facilitating script + coaching. Stock acts terribly (as does $GDRX and $LFMD) so bears see things differently"  
[X Link](https://x.com/jud_guy/status/2019068249044865038)  2026-02-04T15:19Z [---] followers, [----] engagements


"$DCTH Actual patient " Had my 5th hepzato that is currently saving my life. ctdna still [--] based on what they saw in the procedure my cancer is as dead as they can call it for the time being. Doing well not having horrible side effects & tolerating hepzato miraculously well.""  
[X Link](https://x.com/jud_guy/status/2019517694081630516)  2026-02-05T21:05Z [---] followers, [----] engagements


"Core+ costs $45-$55/mo while Med+ costs $74-$99/mo (doesnt include script). That seems to be a pretty big monthly bolus(to me) just to have the script filled"  
[X Link](https://x.com/jud_guy/status/2012227575553134619)  2026-01-16T18:16Z [---] followers, [---] engagements


"$WW I also suspect that the app data is being affected by the fact that the rollout is being staggered to existing subscribers probably to work out bugs BEFORE full release. On reddit "My leader said only 1% of existing members have new app" (as https://www.reddit.com/answers/7083a919-ba7c-4be2-ad19-b0261259c580/q=weight+watchers+app+update&source=SERP&upstreamCID=25d5b7f8-ac66-4c22-b73e-b9ef181e0f96&upstreamIID=63f65fb0-df9c-4a9d-87a4-434287b9a593&upstreamQ=weightwatchers+new+app&upstreamQID=d48962da-d19c-444b-9de2-b67d7b5ba74d"  
[X Link](https://x.com/jud_guy/status/2017000495043276998)  2026-01-29T22:22Z [---] followers, [---] engagements


"$WW I was not happy w me just eyeballing free Sensor Tower data so I instead asked Gemini to do an estimate and provide me reasoning. AI estimates $WW had 750k downloads (+15% y/y) while NOOM had 520k (-2% y/y). Attached screenshots provide supporting data"  
[X Link](https://x.com/jud_guy/status/2017042269598011525)  2026-01-30T01:08Z [---] followers, [----] engagements


"@Medtechgur23109 @mike98572986 The biggest negative is that the procedure is a logistical nightmare . It requires a true team approach and ties up an OR for [--] hours while only being modestly profitable to hospital but I have heard from many that the outcomes in real world FOCUS w manageable side effects"  
[X Link](https://x.com/jud_guy/status/2022836966044094923)  2026-02-15T00:54Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing