#  @zipjet zipjet zipjet posts on X about $tgtx, $ual, $ocul, $xom the most. They currently have [------] followers and [----] posts still getting attention that total [----------] engagements in the last [--] hours. ### Engagements: [----------] [#](/creator/twitter::23257566/interactions)  - [--] Week [------] -46% - [--] Month [------] -9.50% - [--] Months [-------] +101% - [--] Year [---------] -58% ### Mentions: [--] [#](/creator/twitter::23257566/posts_active)  - [--] Week [--] -23% - [--] Month [---] -21% - [--] Months [---] +86% - [--] Year [-----] -7.70% ### Followers: [------] [#](/creator/twitter::23257566/followers)  - [--] Week [-----] +0.41% - [--] Month [-----] +0.76% - [--] Months [-----] +7.50% - [--] Year [-----] +27% ### CreatorRank: [-------] [#](/creator/twitter::23257566/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [us election](/list/us-election) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [social networks](/list/social-networks) **Social topic influence** [$tgtx](/topic/$tgtx) #2, [$ual](/topic/$ual), [$ocul](/topic/$ocul) #5, [$xom](/topic/$xom), [$dal](/topic/$dal), [$pfe](/topic/$pfe), [money](/topic/money), [israel](/topic/israel), [$lqda](/topic/$lqda), [hamas](/topic/hamas) **Top accounts mentioned or mentioned by** [@lucy3370](/creator/undefined) [@semodough](/creator/undefined) [@sandeman52](/creator/undefined) [@elonmusk](/creator/undefined) [@vividprowess](/creator/undefined) [@biomaven](/creator/undefined) [@martychargin](/creator/undefined) [@dreesenkl](/creator/undefined) [@jeremyfalmouth](/creator/undefined) [@biotech2050](/creator/undefined) [@sharkbiotech](/creator/undefined) [@drelidavid](/creator/undefined) [@davidlimbaugh](/creator/undefined) [@razbiotech](/creator/undefined) [@wallstlobo](/creator/undefined) [@pilot310actuary](/creator/undefined) [@cryptidpolitics](/creator/undefined) [@billackman](/creator/undefined) [@jimiuorio](/creator/undefined) [@annaflorcia](/creator/undefined) **Top assets mentioned** [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Exxon Mobil (XOM)](/topic/$xom) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [Pfizer, Inc. (PFE)](/topic/$pfe) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Boeing Co (BA)](/topic/$ba) [Dell Technologies, Inc. (DELL)](/topic/dell) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Convex Finance (CVX)](/topic/$cvx) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/$tsla) [UnitedHealth Group (UNH)](/topic/$unh) [Arvinas, Inc (ARVN)](/topic/$arvn) [GrokCoin (GROKCOIN)](/topic/grok) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Netflix Inc (NFLX)](/topic/$nflx) [Strategy (MSTR)](/topic/$mstr) [Copiosa Coin (COP2)](/topic/$cop) [Eli Lilly and Company (LLY)](/topic/$lly) [Oxygen (OXY)](/topic/$oxy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Centene Corp (CNC)](/topic/$cnc) [Hess Corp. (HES)](/topic/$hes) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Capital One Financial Corp. (COF)](/topic/$cof) [Morgan Stanley (MS)](/topic/$ms) [Costco Hot Dog (COST)](/topic/$cost) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AbbVie Inc (ABBV)](/topic/$abbv) [Target Corporation (TGT)](/topic/$tgt) [DisChain (DIS)](/topic/$dis) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) ### Top Social Posts Top posts by engagements in the last [--] hours "$OCUL That does not answer "why" for me. The inference is clear that she does not expect it to go up a lot or despite leaving the company she would hold the stock. She was a highly informed insider on the company and pipeline. Other weaker inferences: - she is ticked and acting emotionally; - she has a better use for the funds; - she is taking a position where the holding may appear to be a conflict" [X Link](https://x.com/zipjet/status/1813542120449356274) 2024-07-17T11:51Z [----] followers, [---] engagements "@Street_Insider $XOM unless $CVX is able to buy $HESS then it is a toss up" [X Link](https://x.com/zipjet/status/1870215435628482976) 2024-12-20T21:11Z [----] followers, [---] engagements "@StealthQE4 Take US debt at over $36T and throw in unfunded programs of another $73T and we are in debt over $109T" [X Link](https://x.com/zipjet/status/1921650049924071762) 2025-05-11T19:34Z [----] followers, [---] engagements "$TGTX Nice chart on CD20 sales Mary looked at another way as the total CD20 sales and YoY GR%: 1H YEAR Sales . YOY GR 1H2023 $3272M . NA 1H2024 $3804M . 16.25% 1H2025 $4401M . 15.7% So not only is K an B taking share but they are doing it in a growing market as MD's diagnose earlier and use the strongest DMT first to reduce accumulating disability. https://twitter.com/i/web/status/1955384020172148860 https://twitter.com/i/web/status/1955384020172148860" [X Link](https://x.com/zipjet/status/1955384020172148860) 2025-08-12T21:40Z [----] followers, [---] engagements "@NateSilver538 The lesson is that Free Speech must allow ugly reprehensible speech let's call it hate speech. Any other standard leads where the UK has gone to the suppression of speech and personal freedom" [X Link](https://x.com/zipjet/status/1962975694369259839) 2025-09-02T20:27Z [----] followers, [----] engagements "$DAL trading buy 56.45" [X Link](https://x.com/zipjet/status/1975589445073052109) 2025-10-07T15:50Z [----] followers, [---] engagements "@BioStocks $OCUL Cash and cash equivalents were $344M True as of 9/30 But post 9/30 add another $445M total $789M" [X Link](https://x.com/zipjet/status/1985718153796595776) 2025-11-04T14:37Z [----] followers, [---] engagements "$TGTX projections for 2026: Rev $885M AR $596M" [X Link](https://x.com/zipjet/status/1999296778508935626) 2025-12-12T01:54Z [----] followers, [----] engagements "$UTHR keeps hitting new highs. [------] today up over 2.5%" [X Link](https://x.com/zipjet/status/2001339672187068666) 2025-12-17T17:12Z [----] followers, [---] engagements "@from1to3000000 There is another possibility that the '327 patent is upheld. I doubt that but stranger things have happened" [X Link](https://x.com/zipjet/status/2001356790404124803) 2025-12-17T18:20Z [----] followers, [---] engagements "wow $UTHR another new high [------] They better win the patent case or there will be quite a dip" [X Link](https://x.com/zipjet/status/2002078320574464337) 2025-12-19T18:07Z [----] followers, [---] engagements "$LQDA and $UTHR both hitting [--] week highs" [X Link](https://x.com/zipjet/status/2003202239184204273) 2025-12-22T20:33Z [----] followers, [----] engagements "@BiotechObserver $OCUL Gemini comparative predicted durability in SOL-1 of Axpaxli vs Eylea monthly after loading doses:" [X Link](https://x.com/zipjet/status/2010447811175977127) 2026-01-11T20:24Z [----] followers, [----] engagements "$OCUL Probability of SOL-1 demonstrating superiority at [--] weeks providing a 20% point advantage under the SPA = 85-90%. Note the "premise" that 0% Eylea [--] mg patients reach [--] weeks was Gemini's conclusion from analyzing trial data and the half life of Eylea. https://twitter.com/i/web/status/2010461419800519121 https://twitter.com/i/web/status/2010461419800519121" [X Link](https://x.com/zipjet/status/2010461419800519121) 2026-01-11T21:18Z [----] followers, [---] engagements "$OCUL volume 20.2M vs [--] day avg 3.55M // 175M OS Only up [--] cents" [X Link](https://x.com/zipjet/status/2011909058027016580) 2026-01-15T21:11Z [----] followers, [----] engagements "IF you are interested in the Greenland situation: Listen to the interview of Thom Tillis on CNBC. He just met with the ambassadors of Greenland and Denmark. Bottom line: Trump has turned a lay up into a political disaster. Bull in the China closet. US objectives can be easily achieved despite Trump folly. I have never listened to Tillis before. But he is amazing. https://twitter.com/i/web/status/2013593824778445005 https://twitter.com/i/web/status/2013593824778445005" [X Link](https://x.com/zipjet/status/2013593824778445005) 2026-01-20T12:45Z [----] followers, [---] engagements "@a_a_free @Banana_Oncology Sanofi has good reason to be interested in $OCUL. As does $MRK. But $16 is a joke. Bidding might start at 4X that after the data release on SOL-1" [X Link](https://x.com/zipjet/status/2013616901159555338) 2026-01-20T14:17Z [----] followers, [---] engagements "@semodough $OCUL Amazing hire. Who would know more about launching Axpaxli than the guy that launched Eylea Another Dugel win" [X Link](https://x.com/zipjet/status/2013955853859082588) 2026-01-21T12:44Z [----] followers, [---] engagements "$OCUL Dugel is masterfully executing the transition from R&D stage to commercialization. Watch and learn. $OCUL : interesting reference in its PR announcing the hiring of Global Chief Commercial Officer who guided Eylea launch for $REGN. See highlighted phrase https://t.co/hA46O48Gcm $OCUL : interesting reference in its PR announcing the hiring of Global Chief Commercial Officer who guided Eylea launch for $REGN. See highlighted phrase https://t.co/hA46O48Gcm" [X Link](https://x.com/zipjet/status/2014134604915974458) 2026-01-22T00:34Z [----] followers, [----] engagements "@nitjignit Everything we see looks good. We can pile up the positive inferences. But it will all come down to the data. Have all these brilliant scientists and corporate executives bet their futures on a winner In a few weeks we will know. Go $OCUL" [X Link](https://x.com/zipjet/status/2014138648808038472) 2026-01-22T00:50Z [----] followers, [---] engagements "$TGTX Im in Grand Cayman. Last year when I was here and met a lady that was diagnosed with RRMS. She told me she was going to take Aubagio for it. I suggested Briumvi would likely be a better choice. Sunday I spoke to her husband who told me she had not done well this last year. Aubagio failed and now Gilenya is being used but they are not happy with it either. I again suggested Briumvi but they do not like the idea of an infused drug. I argued that it would slow disability. They are very nice people but I am not doing a good job. They trust their Neurologist" [X Link](https://x.com/zipjet/status/2016255471708213267) 2026-01-27T21:02Z [----] followers, [---] engagements "$TGTX Choosing a disease-modifying therapy (DMT) for a new RRMS diagnosis is a critical decision. In modern MS care the "early high-efficacy" approach is increasingly favored for preserving long-term health and preventing the accumulation of disability. The three drugs you mentioned represent different "tiers" of efficacy and administration: Comparative Overview FeatureAubagio (Teriflunomide)Gilenya (Fingolimod)Briumvi (Ublituximab)CategoryLow-to-Moderate EfficacyModerate-to-High EfficacyHigh EfficacyAdministrationDaily PillDaily PillIV Infusion (Every [--] months)Primary" [X Link](https://x.com/zipjet/status/2016259796706508977) 2026-01-27T21:19Z [----] followers, [---] engagements "Pretti committed a felony by blocking law enforcement and physically resisting. The felony was enhanced by Pretti carrying a loaded chambered single action Sig Sauer P320 which has NO safety. He did not carry identification nor his carry license. Those are further violations of the conditions of carry. https://twitter.com/i/web/status/2016316140566237634 https://twitter.com/i/web/status/2016316140566237634" [X Link](https://x.com/zipjet/status/2016316140566237634) 2026-01-28T01:03Z [----] followers, [--] engagements "Pretti was carrying a Sig Sauer P320. I own that gun. It has no safety. It has no externally operated hammer. To carry it safely you DO NOT CHAMBER A ROUND. You only rack the gun loading a round when you want to be able to fire it very quickly. Once racked a light touch of the trigger and it will fire. Carrying it in a holster once racked is dangerous. You easily can shoot yourself. Pretti was either reckless or he intended to use the gun. https://twitter.com/i/web/status/2016497756328624472 https://twitter.com/i/web/status/2016497756328624472" [X Link](https://x.com/zipjet/status/2016497756328624472) 2026-01-28T13:05Z [----] followers, [---] engagements "Good find on Pretti. But peaceful protestors do not concealed carry AND resist law enforcement. Nor do they carry a P320 with round chambered like Pretti did. That gun has NO SAFETY. That is why you ONLY rack it if you are ready to fire. 🚨 HOLY SMOKES. Newly uncovered footage from two weeks ago shows a man the BBC believes to be Alex Pretti spitting at ICE agents and kicking out a taillight on their SUV. The peaceful protester narrative has collapsed. He was a violent unstable man.https://t.co/zBE87DXyNV 🚨 HOLY SMOKES. Newly uncovered footage from two weeks ago shows a man the BBC believes" [X Link](https://x.com/zipjet/status/2016630830186078719) 2026-01-28T21:53Z [----] followers, [---] engagements "Exactly. People fail to appreciate how "energy" costs roll up into every good and service we consume. Thus when we see the electricity bill gas bill and the bill at the gasoline pump we are only seeing a small part of "energy" costs. The other hidden cost that rolls up is interest costs. Control of those two costs is essential to the welfare of the people. Yet foolish legislators and regulators raise those costs to the detriment of the vast majority of our people. https://twitter.com/i/web/status/2016855195817267691 https://twitter.com/i/web/status/2016855195817267691" [X Link](https://x.com/zipjet/status/2016855195817267691) 2026-01-29T12:45Z [----] followers, [---] engagements "@aayushtrades $LQDA" [X Link](https://x.com/zipjet/status/2016928975587606654) 2026-01-29T17:38Z [----] followers, [---] engagements "So Alex Pretti fired series of increasingly violent responses to ICE carries a loaded Sig Sauer racked and chambered ready to fire in his belt. Lots of red flags for a guy that may have been committing suicide by cop. All we needed to know 💯😡👇🎯 https://t.co/oF6smH7oUw All we needed to know 💯😡👇🎯 https://t.co/oF6smH7oUw" [X Link](https://x.com/zipjet/status/2017324893843358179) 2026-01-30T19:51Z [----] followers, [---] engagements "@pawcio2009 $OCUL down 45% in less than two months. But does it mean something or not" [X Link](https://x.com/zipjet/status/2017329556772774160) 2026-01-30T20:10Z [----] followers, [---] engagements "That is quite the scam. Daughter just passed her state psychologist licensing test last week. It was an online test "supervised." Masters also in hand because it's required. First job interview - offer is $3600/month for the first [--] months. She's expected to see [--] patients/wk. Lose 5% of those Daughter just passed her state psychologist licensing test last week. It was an online test "supervised." Masters also in hand because it's required. First job interview - offer is $3600/month for the first [--] months. She's expected to see [--] patients/wk. Lose 5% of those" [X Link](https://x.com/zipjet/status/2017665358803447957) 2026-01-31T18:24Z [----] followers, [---] engagements "$PFE $SGEN On September [--] [----] Seagen Inc. and Astellas Pharma Inc. issued a press release announcing positive topline results from the Phase [--] EV-302 clinical trial (also known as KEYNOTE-A39) for PADCEV (enfortumab vedotin-ejfv) in combination with KEYTRUDA (pembrolizumab) versus chemotherapy in patients with previously untreated locally advanced or metastatic urothelial cancer a form of bladder cancer that has spread to surrounding organs or muscles or other parts of the body. https://twitter.com/i/web/status/1705221540747374930 https://twitter.com/i/web/status/1705221540747374930" [X Link](https://x.com/zipjet/status/1705221540747374930) 2023-09-22T14:04Z [----] followers, [---] engagements "$TGTX shareholders would be better off with NO BUYER than having a foreign company buy TGTX. The anti-CD20 drugs are the best drugs for RRMS. Briumvi is the best-in-class anti-CD20. TGTX has a multi-year growth path from 300M in sales until it fully penetrates a $12B TAM that will grow to $15B. IF a satisfactory price in the form of stock was offered by a fine American pharma that had at least a 3.5% dividend and buybacks it could be a reasonable deal for LT holders of TGTX. JMHO" [X Link](https://x.com/zipjet/status/1915201009103626323) 2025-04-24T00:27Z [----] followers, [---] engagements "$UAL United Airlines earnings provided more reasons to be positive on the airline sector's prospects for the remainder of the year. But the carrier's stock looked set to open lower anyway. United beat expectations in the second quarter and -- significantly -- noted that demand has accelerated so far in July citing "less geopolitical and macroeconomic uncertainty." The airline said it has seen a jump in demand of six percentage point since early July and a double-digit acceleration in business demand compared with the second quarter. The shares pointed 2.9% lower ahead of the open though after" [X Link](https://x.com/zipjet/status/1945806303353512324) 2025-07-17T11:22Z [----] followers, [---] engagements "$TGTX Kesimpta has subQ but it is NOT as good as Briumvi. Here is a list of reasons patients switched to Briumvi from Kesimpta and their comments:" [X Link](https://x.com/zipjet/status/1954208854637511012) 2025-08-09T15:51Z [----] followers, [----] engagements "$OCUL PT raised to [--] at HCW" [X Link](https://x.com/zipjet/status/1975916693483618723) 2025-10-08T13:30Z [----] followers, [---] engagements "@inspired_RW Link to LQDA court filings: https://www.courtlistener.com/docket/67764609/united-therapeutics-corporation-v-liquidia-technologies-inc/page=4 https://www.courtlistener.com/docket/67764609/united-therapeutics-corporation-v-liquidia-technologies-inc/page=4" [X Link](https://x.com/zipjet/status/1987909509654704347) 2025-11-10T15:45Z [----] followers, [---] engagements "Nice thing about $TGTX and $LQDA is that no patient will stop taking Briumvi or Yutrepia over Trump's buffoonery" [X Link](https://x.com/zipjet/status/2013699738500055089) 2026-01-20T19:46Z [----] followers, [----] engagements "$OCUL one poster has observed that positive posts about the company make the stock go down so therefore we should start making derisive posts about the company. So lets try a couple: Can anything good come out of Massachusetts Dugel cant even grow hair. The first product is a commercial flop. https://twitter.com/i/web/status/2015104895884362182 https://twitter.com/i/web/status/2015104895884362182" [X Link](https://x.com/zipjet/status/2015104895884362182) 2026-01-24T16:50Z [----] followers, [----] engagements "$TGTX I heard Carrie Hersh DO MSc FAAN - of Cleveland Clinic speak November [----]. She was excellent. Reading between the lines she was positive on using Briumvi. $TGTX TG Therapeutics announced they will present P2 Multiple Sclerosis results on 2026-02-05 for Ublituximab More Info: https://t.co/CRXJ42LtIx https://t.co/yBIlfe0uP7 $TGTX TG Therapeutics announced they will present P2 Multiple Sclerosis results on 2026-02-05 for Ublituximab More Info: https://t.co/CRXJ42LtIx https://t.co/yBIlfe0uP7" [X Link](https://x.com/zipjet/status/2016622152665928060) 2026-01-28T21:19Z [----] followers, [---] engagements "$TGTX patient comments today on Briumvi: Briumvi (ublituximab) Experiences The majority of patients reported highly positive outcomes after switching to or starting Briumvi. Symptom Improvement: Several patients noted significant improvements in quality of life specifically mentioning reduced brain fog better mobility (including one patient regaining the ability to walk) and feeling more "normal." Clinical Results: Multiple users reported stable MRIs with no new lesions. Two patients specifically noted that existing lesions had either shrunk or improved since starting the treatment. The "Crap" [X Link](https://x.com/zipjet/status/2016920017527345550) 2026-01-29T17:02Z [----] followers, [----] engagements "$TGTX Kesimpta patient comments on switching from K to B: Patients who transitioned from Kesimpta to Briumvi frequently cite improved physical well-being reduced systemic side effects and enhanced emotional health as the primary drivers for the switch. While Kesimpta offers the convenience of at-home administration many patients found that the infusion-based schedule of Briumvi resulted in a higher quality of life between doses. Key Benefits of Switching [--]. Reduced Side Effects and Recovery Time Several patients noted that previous treatments including Kesimpta caused significant fatigue or" [X Link](https://x.com/zipjet/status/2017589773624344589) 2026-01-31T13:24Z [----] followers, [----] engagements "$OCUL I was asked why Robinson would sign on before the data release on Axpaxli. I said for the compensation. Here it is RSU's and options covering [------] shares of OCUL. Exercise price $0.00 could easily be worth $50M if Axpaxli is as good as some of us think" [X Link](https://x.com/zipjet/status/2017961450279514476) 2026-02-01T14:01Z [----] followers, [----] engagements "@TheMightyForego Ooops - Thanks for the correction. Indeed the exercise price on the options is $11.42" [X Link](https://x.com/zipjet/status/2018027256010916231) 2026-02-01T18:22Z [----] followers, [--] engagements "This is Gemini on the $OCUL chart you claims was cherry picking: This chart illustrates the Phase [--] trial results for Axpaxli (referred to here by its developmental name OTX-TKI) a hydrogel implant designed to provide sustained release of axitinib for patients with wet Age-Related Macular Degeneration (wAMD). The central goal of this study was to demonstrate that Axpaxli can significantly reduce the "treatment burden"the frequency of painful and inconvenient eye injectionswhile maintaining vision. Understanding the "Swimmer Plot" The chart is a "swimmer plot" where each horizontal line" [X Link](https://x.com/zipjet/status/2018055928860537215) 2026-02-01T20:16Z [----] followers, [----] engagements "$OCUL - more from Gemini As of February [----] there is significant momentum behind the clinical program for Axpaxli. While the image you provided shows the impressive Phase 1/2 "burden reduction" the drug is now in the final stages of its Phase [--] registrational program known as the SOL studies. Here is the latest status and what the current data means for the future of treatment: Current Clinical Status (Feb 2026) SOL-1 Topline Data (Q1 2026): We are currently in the window for the first set of results from the Phase [--] SOL-1 trial. This study is unique because it is designed to show" [X Link](https://x.com/zipjet/status/2018057392173289508) 2026-02-01T20:22Z [----] followers, [----] engagements "@BehroozNajafi Some times all you can do is patiently accumulate a stock. I maintain that even without subQ that $TGTX is worth [--] today. In time the value will be realized. Look at the CAGR's and the PE's:" [X Link](https://x.com/zipjet/status/2018441571109089533) 2026-02-02T21:49Z [----] followers, [----] engagements "@OzzieChambers $TGTX When I read patients switching from Kesimpta to Briumvi and why it makes me think that B is the better drug. So it is NOT just about subQ. IF I have that right B will still be the better drug when it is available as a subQ and that will dramatically increase the TAM" [X Link](https://x.com/zipjet/status/2018442566610342166) 2026-02-02T21:53Z [----] followers, [---] engagements "@DavidLimbaugh In one of Thomas Sowells books there is a chapter on antisemitism. A very interesting alternate explanation" [X Link](https://x.com/zipjet/status/2019228723019760124) 2026-02-05T01:56Z [----] followers, [---] engagements "Trading buy $UAL 106.20" [X Link](https://x.com/zipjet/status/2019434307186749783) 2026-02-05T15:33Z [----] followers, [---] engagements "$UAL down [---] bps as $DAL down [---] bps" [X Link](https://x.com/zipjet/status/2019471931955638376) 2026-02-05T18:03Z [----] followers, [---] engagements "AI the first casualty I have been told about at MasterCard: A programmer was assigned to create an AI tool/program. Once done he was laid off. He had been there [--] years" [X Link](https://x.com/zipjet/status/2019529620115317068) 2026-02-05T21:52Z [----] followers, [---] engagements "Video a friend created on music education in St. Louis. One Rejected Idea Created a Music Movement via @YouTube https://youtu.be/M2RDAEYjzrcsi=G_7nQe9wpgPk3gxG https://youtu.be/M2RDAEYjzrcsi=G_7nQe9wpgPk3gxG" [X Link](https://x.com/zipjet/status/2019766944107221265) 2026-02-06T13:35Z [----] followers, [---] engagements "Thank the Democrat control of NM for destroying the oil industry in the state if they pass the net zero bill: As usual Democrats live in la la land. Time for Federal preemption. The Clear Horizons Act would demolish New Mexicos oil industry The Clear Horizons Act requires New Mexico to dramatically reduce its GHG emissions: to 45% below [----] levels by [----] 75% below [----] levels by [----] and net zero by [----]. If this is passed it will require large parts of the New Mexico oil industry to shut down. NM has already cut GHG emissions by 21% from [----] levelsat significant cost. E.g. NM recently" [X Link](https://x.com/zipjet/status/2019883100256575525) 2026-02-06T21:17Z [----] followers, [---] engagements "Source Alex Epstein - the guy understands hydrocarbons and the CO2 arguments floated by the left" [X Link](https://x.com/zipjet/status/2019883825233555600) 2026-02-06T21:20Z [----] followers, [---] engagements "@pharmatrader1 @Andre_AGTC $TGTX There is no way Neurologists are going to put RRMS patients at risk of liver damage or do monthly blood draws to use fenebrutinib. PPMS has no treatment short of blowing out the immune system and doing a bone marrow transplant. So there may be a market for fenebrutinib" [X Link](https://x.com/zipjet/status/2020264335554248960) 2026-02-07T22:32Z [----] followers, [---] engagements "I know Barry Singer and his reputation is excellent. He used to practice with Barb Green who was one of the best if not the best clinician/practitioner for MS in St. Louis. Think she is now retired. But was a real leader in STL for MS. Barry confirms my comment that fenebrutinib is interesting for PPMS but not RRMS. So this is no threat to $TGTX and Briumvi. https://twitter.com/i/web/status/2020502543617388737 https://twitter.com/i/web/status/2020502543617388737" [X Link](https://x.com/zipjet/status/2020502543617388737) 2026-02-08T14:18Z [----] followers, [---] engagements "$OCUL Axpaxli 6-12 months between shots to the eye will blow away Vabysmo at [--] weeks. Very busy for the next two weeks: Ocular Therapeutix to Participate in Upcoming Investor and Scientific Conferences Ocular Therapeutix Inc. https://twitter.com/i/web/status/1917550873267360247 https://twitter.com/i/web/status/1917550873267360247" [X Link](https://x.com/zipjet/status/1917550873267360247) 2025-04-30T12:05Z [----] followers, [---] engagements "@Biotech2k1 Speaking of commercial stage: What about $LQDA I looked at the litigation and think there is a good chance the patents are invalidated" [X Link](https://x.com/zipjet/status/1979615772029952407) 2025-10-18T18:29Z [----] followers, [----] engagements "I do not have the $LQDA trial transcripts nor would I spend time on them. It would take more time than I judge it worth. What would be interesting is the post-trial briefing. Those should quickly clue you in to the arguments and the relative strength of them. I'd read them if I had them I do not. I understand permanent injunction is not on the table and a skinny label is more likely than a royalty What is your basis for that statement How do you think a "skinny label" could happen" [X Link](https://x.com/zipjet/status/1986434948815790447) 2025-11-06T14:06Z [----] followers, [----] engagements "@PerryGlasenberg @Drchik23 @seedy19tron Yep real life is always more complex than the theory. 😂" [X Link](https://x.com/zipjet/status/1992238406462738930) 2025-11-22T14:27Z [----] followers, [--] engagements "$OCUL 📰 Summary: Ocular Therapeutix Accelerates Plans for Wet AMD Drug AXPAXLI Ocular Therapeutix Inc. has announced it now intends to submit a New Drug Application (NDA) for AXPAXLI (OTX-TKI) for the treatment of wet age-related macular degeneration (wet AMD) following positive year-one data from its ongoing SOL-1 Phase [--] clinical trial. Key Points: Accelerated Submission: The decision to potentially submit the NDA after only the first year of data is based on recent public statements from FDA leadership regarding the potential for a single registrational trial for new product candidates as" [X Link](https://x.com/zipjet/status/1998007990557835683) 2025-12-08T12:33Z [----] followers, [---] engagements "$OCUL here is Gemini's comment on the controversy: Pravin Dugels thesis regarding the "pulsatile" nature of current treatmentsand how this leads to fibrosisis a central pillar of Ocular Therapeutixs (OCUL) value proposition for Axpaxli.1 The core of his argument is that the Pharmacokinetics (PK) of current standard-of-care (SoC) anti-VEGF injections (like Eylea or Lucentis) are inherently flawed because they do not mimic natural physiology. The Scientific Thesis: The "Pulsatile" Effect Dugels argument relies on the relationship between drug concentration levels ($T_max$ and half-life) and the" [X Link](https://x.com/zipjet/status/2003156746332705053) 2025-12-22T17:32Z [----] followers, [---] engagements "$UTHR up [---] bps $LQDA down [---] bps and continuing the decline Odd does it represent a tell I doubt it" [X Link](https://x.com/zipjet/status/2008578078558351642) 2026-01-06T16:35Z [----] followers, [---] engagements "$OCUL Gemini comments on the post: This is a sophisticated technical analysis of the Suprachoroidal Space (SCS) delivery platform and its implications for Ocular Therapeutix ($OCUL) and Clearside Biomedical ($CLSD). The core of your argument is a "PK-to-Clinical Gap": why do these drugs show massive durability in animal models (Pharmacokinetics/PK) but require more frequent dosing in human trials (Clinical Pharmacodynamics) Below is a breakdown and commentary on your points and the supporting data. [--]. The "Axitinib Problem": $OCUL vs. $CLSD You correctly identify that $OCUL (using a hydrogel" [X Link](https://x.com/zipjet/status/2010416666602025003) 2026-01-11T18:20Z [----] followers, [----] engagements "$LQDA summary of UTHR presentation at JPM Business Performance Analysis United Therapeutics Corporation's sustained performance is primarily driven by its robust portfolio of advanced therapeutics addressing rare diseases particularly Pulmonary Arterial Hypertension (PAH) coupled with a strategic focus on innovative drug delivery systems and a transformative long-term pipeline. The company's "Public Benefit Corporation" philosophy emphasizing patient success underpins its commercial execution and strong cash flow generation. This foundation supports continuous investment in research and" [X Link](https://x.com/zipjet/status/2010838058745151950) 2026-01-12T22:15Z [----] followers, [---] engagements "$UAL trading buy 105.90" [X Link](https://x.com/zipjet/status/2016175208638353445) 2026-01-27T15:43Z [----] followers, [---] engagements "$UAL Bernstein raised PT to [---] from 129" [X Link](https://x.com/zipjet/status/2016177480021778830) 2026-01-27T15:52Z [----] followers, [---] engagements "$UAL swing trade long $103.45 under performing $DAL by over 200bps" [X Link](https://x.com/zipjet/status/2016959647089905938) 2026-01-29T19:40Z [----] followers, [---] engagements "$OCUL We know enough about the two drugs to have a good feel statistically of the timing and number of rescues that will occur. Number and cadence. It all fits for SOL-1 to deliver on superiority of Axpaxli. $OCUL https://t.co/ZWV6oNOvfc https://t.co/L7Q3aYqppp $OCUL https://t.co/ZWV6oNOvfc https://t.co/L7Q3aYqppp" [X Link](https://x.com/zipjet/status/2018438388102160597) 2026-02-02T21:36Z [----] followers, [----] engagements "$NFLX is a good buy here. I think the purchase of the $WBD film library is good for the stock. Take a look at the CAGR's and PEG: $NFLX buy the oppurtunity I love an entry in this zone https://t.co/HPtqWbT9e4 $NFLX buy the oppurtunity I love an entry in this zone https://t.co/HPtqWbT9e4" [X Link](https://x.com/zipjet/status/2018443939968332111) 2026-02-02T21:58Z [----] followers, [---] engagements "$OCUL - as promised on time and still on track for data release this month and filing NDA: Guidance on SOL-1 Clinical Trial The SOL-1 Phase [--] superiority clinical trial is a registrational study designed to evaluate the safety and efficacy of AXPAXLI (OTX-TKI) for the treatment of wet age-related macular degeneration (wet AMD). As of the latest update the trial results remain masked. Topline data from the SOL-1 trial are anticipated to be presented at the 49th Macula Society Annual Meeting scheduled to take place between February [--] [--] [----]. This trial is being conducted under a Special" [X Link](https://x.com/zipjet/status/2019394174076764491) 2026-02-05T12:54Z [----] followers, [----] engagements "@AscendingBio $OCUL - I like the idea of releasing the data the day they will present at the Macula Society Meeting. That maximizes interest in the news by a key group that will help move the treatment forward" [X Link](https://x.com/zipjet/status/2019413191055540407) 2026-02-05T14:09Z [----] followers, [---] engagements "$OCUL good post even if he blocks me:" [X Link](https://x.com/zipjet/status/2019415349691830303) 2026-02-05T14:18Z [----] followers, [----] engagements "Another poster that blocks me posting on $OCUL:" [X Link](https://x.com/zipjet/status/2019463018501767674) 2026-02-05T17:27Z [----] followers, [----] engagements "$OCUL being masked is valid and functionally standard: Who is masked The patients the treating physicians and the internal Ocular clinical team are strictly masked. Who isn't Usually an Independent Data Monitoring Committee (IDMC) or a third-party CRO (Contract Research Organization) has access to the unblinded data to monitor for safety. If anyone at Ocular had "peeked" at the efficacy data it would violate the SPA and potentially invalidate the trial in the eyes of the FDA. When Ocular says results "remain masked" they mean the "lock" hasn't been broken for the company's decision-makers" [X Link](https://x.com/zipjet/status/2019464487317750208) 2026-02-05T17:33Z [----] followers, [---] engagements "@tomsilver39 $OCUL wAMD TAM is $10B 30-50% is $3-5B in Axpaxli sales TAM is growing as population ages and that will accelerate IF Axpaxli turns wAMD into a chronically treatable disease. NPDR is another $10B TAM that Axpaxli will treat with a single annual shot" [X Link](https://x.com/zipjet/status/2019719704496202198) 2026-02-06T10:27Z [----] followers, [---] engagements "It is proprietary. $OCUL McCutcheon recently reiterated an Outperform rating on $OCUL. His latest analysis (published in early February 2026) focuses on the "superiority" design of their clinical trials specifically for AXPAXLI in wet Age-Related Macular Degeneration (wet AMD) and Diabetic Retinopathy. Key Highlights from the Report McCutcheons "better read" on the trials emphasizes why $OCULs strategy is distinct from competitors: SOL-1 Superiority Focus: Unlike most "me-too" drugs aiming for non-inferiority the SOL-1 Phase [--] trial is designed to prove AXPAXLI is superior to a single dose of" [X Link](https://x.com/zipjet/status/2019778882132472015) 2026-02-06T14:23Z [----] followers, [---] engagements "$OCUL https://chatgpt.com/s/t_69862d1f58288191892a0b5275501b8d https://chatgpt.com/s/t_69862d1f58288191892a0b5275501b8d" [X Link](https://x.com/zipjet/status/2019835235995705840) 2026-02-06T18:07Z [----] followers, [----] engagements "$OCUL 38%-40% lost [--] letters $OCUL .this is from non optim vision.we're optimizing vision and the [--] ltr loss is from optim vision not from study entry.in MARINA trial.we think about 38% 40% of the patients in that trial who are analogous went on to a [--] letter loss" 2/6 $OCUL .this is from non optim vision.we're optimizing vision and the [--] ltr loss is from optim vision not from study entry.in MARINA trial.we think about 38% 40% of the patients in that trial who are analogous went on to a [--] letter loss" 2/6" [X Link](https://x.com/zipjet/status/2020569471346184583) 2026-02-08T18:44Z [----] followers, [----] engagements "@nitjignit @JeremyFalmouth I see what everyone that I know of sees. It is likely that Axpaxli will demonstrate superiority in SOL-1. Precisely why the PT was set at $30 for $OCUL Hope they are right" [X Link](https://x.com/zipjet/status/2020588715597496766) 2026-02-08T20:01Z [----] followers, [----] engagements "@DescartesIdea @nitjignit @JeremyFalmouth I regularly say it could be worth $100-200 per share once in commercialization. WAMD has a $10B TAM headed to $15B and NPDR is another $10B. Put Axpaxli in those markets with Dugel and the dream team running it and $OCUL will do very well" [X Link](https://x.com/zipjet/status/2020602849936519527) 2026-02-08T20:57Z [----] followers, [----] engagements "@birgirm80 @ChrisMartzWX This is a very nice propaganda video" [X Link](https://x.com/zipjet/status/2021010069144715368) 2026-02-09T23:55Z [----] followers, [--] engagements "@RazBioTech Yes and it is still a positive outcome. Highly statistically significant even if 10% of the Axpaxli arm needed rescue" [X Link](https://x.com/zipjet/status/2021015919536079179) 2026-02-10T00:18Z [----] followers, [---] engagements "@JeremyFalmouth @RazBioTech My guess is control 35% and Axpaxli 80%. $OCUL Will be interesting to see the data" [X Link](https://x.com/zipjet/status/2021210805891440644) 2026-02-10T13:13Z [----] followers, [---] engagements "$OCUL dipped to [-----] That may not be the low. But at this point OCUL is a buy-the-dips stock. The magnitude of the opportunity is not clear to many: https://drive.google.com/file/d/1IYRP77Xkkag9PA0l41BdvnXfyLJ7Bv2e/viewusp=sharing https://drive.google.com/file/d/1IYRP77Xkkag9PA0l41BdvnXfyLJ7Bv2e/viewusp=sharing" [X Link](https://x.com/zipjet/status/1999156056660852908) 2025-12-11T16:35Z [----] followers, 12.3K engagements "@AnnaFlorcia $LQDA cp to $UTHR I largely agree with your conclusion. But to fairly compare the market caps you also need to look at the balance sheets. $UTHR market cap is $22B Net assets $6.6B $LQDA market cap is $2.6B Net assets $22M" [X Link](https://x.com/zipjet/status/2008599174481326545) 2026-01-06T17:58Z [----] followers, [---] engagements "@richtrades100 $OCUL has dropped 48% from early January high. Is there a tell in the move" [X Link](https://x.com/zipjet/status/2019039955771941201) 2026-02-04T13:26Z [----] followers, [----] engagements "@richtrades100 The high for $OCUL was early December not January. Hit 16.44" [X Link](https://x.com/zipjet/status/2019100424708731361) 2026-02-04T17:27Z [----] followers, [---] engagements "$OCUL is focusing on 52-week data for a strategic reason: The SPA Amendment: In March [----] the FDA approved an amendment to allow subjects to be re-dosed at Week [--]. Why wait To maintain the "blind" (masking) they cannot look at the 36-week data until the patients hit the 52-week mark. If they unmasked at [--] weeks to report data it could bias the investigators or patients for the remainder of the 52-week observation period. NDA Strategy: Ocular plans to submit their New Drug Application (NDA) based on the Year [--] (52-week) data. This provides a cleaner safety profile and better evidence for" [X Link](https://x.com/zipjet/status/2019463758012092583) 2026-02-05T17:30Z [----] followers, [---] engagements "$OCUL The "Quiet Period" and Timing Why they went quiet in December if they are still masked in February: Database Lock: Before you unmask you must "lock" the database meaning no more changes can be made to the data. This process is tedious and often takes weeks. The quiet period likely started as they began the final data cleaning and locking process for the hundreds of patients in SOL-1. Conference Prep: The Macula Society meeting is February [----] [----]. The company stated they expect topline data in the "second half of February." This implies tight timing: they will unmask run the" [X Link](https://x.com/zipjet/status/2019465417501385048) 2026-02-05T17:37Z [----] followers, [---] engagements "$OCUL The image is a transcript from the Ocular Therapeutix (OCUL) R&D Day which took place on June [--] [----]. During this event CEO Antony Mattessich and other executives discussed the "optimized" [---] g formulation of Axpaxli (axitinib intravitreal implant). The specific exchange you highlighted involves Mattessich responding to a question from analyst Yi Chen (from H.C. Wainwright) regarding the rescue-free rates and drug delivery timelines of the newer formulation compared to the previous [---] g version. Mattessich is reassuring investors that the [---] g "optimized" formulation is designed to:" [X Link](https://x.com/zipjet/status/2019544520342294964) 2026-02-05T22:51Z [----] followers, [---] engagements "$OCUL 30-50% of patients that are going to lose [--] ltrs $OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6 $OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6" [X Link](https://x.com/zipjet/status/2020569605194875382) 2026-02-08T18:45Z [----] followers, [----] engagements "$OCUL "way overpowered.with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss. $OCUL On powering "way overpowered.patients that we looked at in our two ph1 trials (49) with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss.there were patients who were rescued.typically for fluid in a non foveal environ" 5/6 $OCUL On powering "way overpowered.patients that we looked at in our two ph1 trials (49) with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss.there were patients who" [X Link](https://x.com/zipjet/status/2020569910766981367) 2026-02-08T18:46Z [----] followers, [----] engagements "@wallstlobo $OCUL Looks like Deep Track Capital increased OCUL position from 3.89% to 5.13% (11.2M) with the latter as of Feb [--] [----]. So it looks like they increased ownership" [X Link](https://x.com/zipjet/status/2021408674414198851) 2026-02-11T02:19Z [----] followers, [----] engagements "$NFLX mkt is freaking out over buying $WBD. Short teem the stock buybacks are hurting the stock as well as concern that the capital expenditure for WBD will not be sufficiently rewarding. IMO if any company can monetize WBD it is NFLX. So I think this is a buy and whether they buy WBD or not won't matter. $NFLX is down 40% in [--] months. But the business didnt get the memo: Revenue +16% EPS +28% PEG 1.1x Forward P/E 24x This isnt what a dying company looks like. Feels less like fundamentals breaking and more like expectations resetting. Question is: is the https://t.co/EQ2XlaVjf9 $NFLX is down" [X Link](https://x.com/zipjet/status/2022057767637336464) 2026-02-12T21:18Z [----] followers, [---] engagements "@wallstlobo Both down today $OCUL [----] bps $EYPT [----] bps" [X Link](https://x.com/zipjet/status/2018777784785780999) 2026-02-03T20:05Z [----] followers, [----] engagements "$TGTX is silly cheap. GM% 85% and YoY sales growth slowing to only 88% in the most recent Q" [X Link](https://x.com/zipjet/status/2019868483132195092) 2026-02-06T20:19Z [----] followers, [----] engagements "@StevieWandero @TGTherapeutics Hard for me to see why anyone invested in $TGTX would want the company sold. Just buy/accumulate and sit back. Look at the Revenue growth the GM% potential of subQ and Azer-cell:" [X Link](https://x.com/zipjet/status/2020565814592647676) 2026-02-08T18:30Z [----] followers, [---] engagements "$OCUL Claude on the potential for SOL-1 success:" [X Link](https://x.com/anyuser/status/2020862764026110297) 2026-02-09T14:10Z [----] followers, [----] engagements "@MarkWarner @ann_mcnitt Even Mark Warner gets one right" [X Link](https://x.com/zipjet/status/2022677862550237589) 2026-02-14T14:22Z [----] followers, [--] engagements "@placigyunv6567 lol yes they would be. THERE IS MORE Dugels hypothesis that pulsatile dosing causes fibrosis and loss of vision is established and Axpaxlis stable dosing turns out to be curative. $OCUL" [X Link](https://x.com/zipjet/status/2022777370386563523) 2026-02-14T20:58Z [----] followers, [---] engagements "P/S of [--] for 3sbio seems low relative to $FGEN at [--]. :-) https://x.com/salinaro17/status/1001788543860125696 $fgen current epo seller in China (3sbio) sporting [--] billion market cap on [---] million in sales https://t.co/SPmxI4KWoq https://x.com/salinaro17/status/1001788543860125696 $fgen current epo seller in China (3sbio) sporting [--] billion market cap on [---] million in sales https://t.co/SPmxI4KWoq" [X Link](https://x.com/zipjet/status/1001790624100769792) 2018-05-30T11:41Z [----] followers, [--] engagements "@bradloncar $UMBF & $CBSH (Commerce Bankshares) are two of the finest most conservative banks in the nation. Kemper trained his family well. During the financial crisis I banked with BAC. After seeing the stock drop from the 50's to single digits I moved all client funds to $CBSH" [X Link](https://x.com/zipjet/status/1367239514259935238) 2021-03-03T22:24Z [----] followers, [--] engagements "$FGEN looks like you have to go back to early [----] to see the stock at 21" [X Link](https://x.com/zipjet/status/1379815765029875717) 2021-04-07T15:18Z [----] followers, [--] engagements "@harvey_ramer Got it. Heat pumps are a very interesting subject. Especially when you get in to underground circulating heat sink / heat source" [X Link](https://x.com/zipjet/status/1536085823489187843) 2022-06-12T20:39Z [----] followers, [--] engagements "out about [-----] $PFE" [X Link](https://x.com/zipjet/status/1559558248973443078) 2022-08-16T15:10Z [----] followers, [--] engagements "$OXY up 124bps $XOM up 7bps $USO down 412bps WTI down 502bps Serious disconnect" [X Link](https://x.com/zipjet/status/1610671014039404547) 2023-01-04T16:14Z [----] followers, [---] engagements "@pawcio2009 Yellen no increase in FDIC coverage or protection for excess equity or bond holders. She really did a number on the market. Knocked it down another [---] points on the Dow" [X Link](https://x.com/zipjet/status/1638686435736731649) 2023-03-22T23:37Z [----] followers, [---] engagements "@MaxJacobsCFA I've assumed that $JPM et al are protected on the $30B deposited in $FRC for [--] days. Can't imagine they would have done it AT RISK. Right" [X Link](https://x.com/zipjet/status/1651222503983927300) 2023-04-26T13:51Z [----] followers, [---] engagements "@LiveSquawk @FT $TM EV solid state batteries that charge in [--] minutes and can power the EV for [---] miles on a charge. Not in this article but earlier claim was that the battery would cost half of each current batteries cost" [X Link](https://x.com/zipjet/status/1716266847694139805) 2023-10-23T01:34Z [----] followers, [----] engagements "@Pilot310actuary @LiveSquawk @FT [----] is in this article and is not changed from the earlier assertions by $TM. This article does hang the timing clearly on ramping up to scale production levels" [X Link](https://x.com/zipjet/status/1716411318247313739) 2023-10-23T11:08Z [----] followers, [--] engagements "@wallstlobo FWIW I do not see them as a stand-alone pharma. But there are lots of potential buyers: NVS JNJ ALC PFE Roche Bayer Bausch REGN MRK. Prefer to see a stock deal with PFE MRK JNJ. Foreign companies would have to pay cash" [X Link](https://x.com/zipjet/status/1777681405180305767) 2024-04-09T12:54Z [----] followers, [---] engagements "@yoldash718 $OCUL is not the same. New management is revolutionary" [X Link](https://x.com/zipjet/status/1815805688599208233) 2024-07-23T17:46Z [----] followers, [---] engagements "Nice day for $PFE up 3% despite being exdividend today" [X Link](https://x.com/zipjet/status/1816832794338664897) 2024-07-26T13:47Z [----] followers, [---] engagements "$OCUL Ocular Therapeutix Reports Second Quarter [----] Results Ocular Therapeutix Inc. http://ocutx.com http://ocutx.com" [X Link](https://x.com/zipjet/status/1821151627237077059) 2024-08-07T11:49Z [----] followers, [---] engagements "Funds that increased their positions in Ocular Therapeutix Inc. $OCUL according to the latest quarterly SEC filings: Vanguard Group Inc.: Increased its stake by 41.4% adding [-------] shares bringing its total ownership to [-------] shares which represents about 4.68% of the company (MarketBeat). Deltec Asset Management LLC: Increased its position by 9.6% adding [------] shares making it one of the notable institutional investors in OCUL (MarketBeat). BNP Paribas Financial Markets: Grew its holdings by 373.1% acquiring an additional [------] shares during the quarter (MarketBeat). These increases" [X Link](https://x.com/zipjet/status/1824047897517707713) 2024-08-15T11:38Z [----] followers, 10.1K engagements "$OCUL SOL-1: Ocular Therapeutix (OCUL) is conducting a pivotal Phase [--] study called SOL-1 for wet age-related macular degeneration (wAMD). FDA has accorded the study an SPA as a pivotal trial. The SOL-1 trial plans to randomize approximately [---] evaluable treatment-nave patients with a diagnosis of wet AMD in the study eye. The SOL-1 study is designed as a multi-center double-masked randomized (1:1) parallel group study primarily involving sites located in the United States. It aims to evaluate the safety and efficacy of AXPAXLI Ocular Therapeutix's axitinib intravitreal implant compared to" [X Link](https://x.com/zipjet/status/1830016909854855435) 2024-08-31T22:56Z [----] followers, [----] engagements "Once again $TGTX is ETB this morning on Schwab's TOS. Let's see if it returns to HTB an hour after it opens. The bouncing from ETB to HTB and back is amusing. Best guess: Each morning whatever shares are available are borrowed and then when the stock rises they are sold short. This would explain the morning ETB and the intraday drops in the stock covers late in the day only to be followed by similar pattern of moves the following day" [X Link](https://x.com/zipjet/status/1836732965310677440) 2024-09-19T11:43Z [----] followers, [---] engagements "$TGTX returned to ETB premarket. Likely due to short covering Friday in the breakout. Probably returns to HTB today as shorts return to shorting. TGTX remains a buy the dips and the drop from [--] to [--] PM is one of those" [X Link](https://x.com/zipjet/status/1853409894436651054) 2024-11-04T12:12Z [----] followers, [---] engagements "Yep $MSTR is selling for roughly 4X the value of the bitcoin it owns. So what you are getting is the leverage without taking on the debt directly. It is a very interesting ponzi-like setup. Borrow money at zero interest for [--] years with a premium to conversion of the debt to shares and buy more bitcoin to run up the price faster than the debt comes due. Pair-trade: Long bitcoin short $MSTR. MSTR is HTB - wonder what the cost of borrow is Does it blow up or just keep running as demand outstrips the available bitcoins" [X Link](https://x.com/zipjet/status/1860088689193271465) 2024-11-22T22:31Z [----] followers, [----] engagements "Selloff in $DELL is overdone. They beat on EPS short on revenue. Bought some at [---] too early. FPE = [----] (adj for the dip). Sales of AI cooling racks growing 50% QoQ. Don't have margins on those but you can be sure they are going for a premium. Buying the dip makes sense" [X Link](https://x.com/zipjet/status/1861768417587425624) 2024-11-27T13:45Z [----] followers, [---] engagements "No doubt $TGTX will drop with the market. But there is also no doubt that people with MS will continue to be treated with Briumvi. Newly diagnosed will start on Briumvi and those on other DMT's will continue to switch to B. Buy the dips. The DCF analysis that I posted showed the stock is worth $70 today using a 10% DR" [X Link](https://x.com/zipjet/status/1886418961505407361) 2025-02-03T14:18Z [----] followers, [----] engagements "It is even better than that. The analyst report used in the DCF calculation is low on the sales estimates. Even more important it appears likely that $TGTX will be able to deliver Briumvi as a subQ injection. IF THAT COMES TO PASS you can double the sales and the DCF value of TGTX again. I do have some doubts as to whether B can be done subQ. But IF it works there is an expedited FDA path to approval provided they can show comparable PK/PD of subQ comparable to infusion. Today Briumvi appears to be the best MS drug with very low disability progression and a one in fifty year exacerbation" [X Link](https://x.com/zipjet/status/1886540125640765709) 2025-02-03T22:19Z [----] followers, [----] engagements "$TGTX. Lets take a look at the RRMS TAM. Infused: O $7.6B K $3.8B B $0.3B T* $2B; Sub Total $13.7B Orals: $2B (even orals are switching) Total Current TAM 15.7B [----] TAM est. $19B * Tysabri sales estimate include biosimilar. The Italian study demonstrating comparable effectiveness to the anti-CD20s should help sustain the viability of T but I doubt that will gain traction due to JCV/PML. Conclusions: Briumvi addresses a huge and growing TAM. It appears to be the best-in-class anti-CD20. But at $300M in sales it is just getting started. Delivery by infusion AND subQ will be essential IF" [X Link](https://x.com/zipjet/status/1886756909740417372) 2025-02-04T12:41Z [----] followers, [---] engagements "Trading buy $HON [------] Sell off seems overdone. Long term the spinoffs tend to be very good for shareholders" [X Link](https://x.com/zipjet/status/1887531758263869573) 2025-02-06T16:00Z [----] followers, [---] engagements "@wallstlobo Most stocks are dead until they start moving. If you are not in the move is often so fast there is no chance to get in. I may be deluded but I still think $OCUL is a 10X - 20X" [X Link](https://x.com/zipjet/status/1890400975715758174) 2025-02-14T14:01Z [----] followers, [---] engagements "@semodough $VRNA" [X Link](https://x.com/zipjet/status/1891603975511638081) 2025-02-17T21:41Z [----] followers, [---] engagements "@semodough $TGTX" [X Link](https://x.com/zipjet/status/1891604395437027658) 2025-02-17T21:43Z [----] followers, [---] engagements "@Jon12508683 @semodough I have the same problem. Do not follow $VRNA so this is a first look for me" [X Link](https://x.com/zipjet/status/1891605959937536024) 2025-02-17T21:49Z [----] followers, [---] engagements "$MRK is a great company but with close to half of their revenues ($31B/$64B) coming from Keytruda and the patent expiring in [----] the market is starting to recognize that they will be losing tens of billions of revenue and FCF. Merck $MRK is VERY close to tagging support on a 30year old trend line I started accumulating $MRK too early but I'm adding more here and selling put options. 3.76% dividend yield while I wait for this 200B+ healthcare $XLV name to recover. https://t.co/Iao9xzjzMx Merck $MRK is VERY close to tagging support on a 30year old trend line I started accumulating $MRK too" [X Link](https://x.com/zipjet/status/1892664968383766690) 2025-02-20T19:57Z [----] followers, [---] engagements "@cdnstocktrader Perhaps but needing to replace $31B in high margin revenue is going to be a challenge even for $MRK. Finbox values the stock at 91-125 suggesting that the risk is priced in. But IF revenues drop sharply the debt that looks modest now will weigh on the stock" [X Link](https://x.com/zipjet/status/1892667016667910360) 2025-02-20T20:05Z [----] followers, [--] engagements "$TGTX Neurologists are cautious reluctant to change a med that is working. Briumvi sales are ramping strongly for two reasons. First Briumvi appears to be the best-in-class anti-CD20. Thus new patients are starting B. As this view spreads from academic centers new starts will accelerate. The case for being the BIC is four fold: better outcomes shorter infusion times less likely to experience the crap-gap and no cancer warning in the label. Second other meds are failing. Ocrevus patients are reporting disability with walking heading the list. Some who switch to Briumvi claim improved walking." [X Link](https://x.com/zipjet/status/1892938108146249767) 2025-02-21T14:03Z [----] followers, [----] engagements "At least get the facts correct. Musk is not doing this. Starlink is not threatening this. Given that the use is military the authority to use the service comes through the US government. We have a new President. He should not be doing this IMO but he is the Commander and Chief" [X Link](https://x.com/zipjet/status/1893372926491283862) 2025-02-22T18:50Z [----] followers, [----] engagements "@LeahHoustonMD You guys are dreamers. MDs sold out the future to hospitals over the last [--] years. Now they own you" [X Link](https://x.com/zipjet/status/1893395214536188358) 2025-02-22T20:19Z [----] followers, [--] engagements "$AMZN cheap cp to $WMT PEG's [----] cp to [----] respectively. Lower PE with faster growth" [X Link](https://x.com/zipjet/status/1894423197837074612) 2025-02-25T16:24Z [----] followers, [---] engagements "TRO's are temporary restraining orders. Here temporary is to be a very short term during which the order maintains the status and allows for a hearing to determine if a Preliminary restraining order or a Permanent restraining order will issue. Not sure when the order is appealable. Certainly when it is ordered to be permanent" [X Link](https://x.com/zipjet/status/1907195037596934222) 2025-04-01T22:15Z [----] followers, [---] engagements "Egg prices: It was disease and hen life cycle. The sharp increase was the result of killing tens of millions of layers that were bird-flu-infected. The sharp drop in prices that is happening now is the result of raising hens to the point they lay eggs. That takes 24-32 weeks. The spike was not Biden's fault. Nor is the drop a credit to Trump. https://twitter.com/i/web/status/1914647468756656618 https://twitter.com/i/web/status/1914647468756656618" [X Link](https://x.com/zipjet/status/1914647468756656618) 2025-04-22T11:48Z [----] followers, [---] engagements "@stuhar5 @Lucy3370 I can't be sure. But I really don't care either. At this point I want to watch the sales of Briumvi jump every quarter. And hear how $TGTX will get Briumvi subQ and when. IF they have the cash flows they should be buying stock" [X Link](https://x.com/zipjet/status/1916938269507420636) 2025-04-28T19:31Z [----] followers, [---] engagements "@DrNeilStone I've had many CV shots guessing [--] or more. Had many exposures without infection including caring for my wife who had it another time three others in my home had it. I did not get it. Four years into the epidemic I did get a mild case of CV" [X Link](https://x.com/zipjet/status/1921659467784933804) 2025-05-11T20:11Z [----] followers, 26.1K engagements "Trading buy $UAL [-----] UBS upgraded and raised PT to [---] from [--]. Frontier saying traffic rebounding sharply" [X Link](https://x.com/zipjet/status/1924853975695655369) 2025-05-20T15:45Z [----] followers, [---] engagements "@Lynn49Quest4 Short of a buyout and that does not seem a near term possibility $TGTX will move as sales grow and profitability is demonstrated. The other thing that could move it is news on subQ and that is not likely for months" [X Link](https://x.com/zipjet/status/1938627126124499157) 2025-06-27T15:54Z [----] followers, [---] engagements "@martinvars The visual is nice but here are the areas: US (lower 48) 3.1M sq miles Greenland 0.836M sq miles Alaska 0.663M sq miles Alaska is huge and Greenland is much bigger" [X Link](https://x.com/zipjet/status/1941577677691027510) 2025-07-05T19:19Z [----] followers, [---] engagements "$TGTX Kesimpta eliminates the infusion center entirely but it does not save costs due to the high price of K. Once Briumvi is available as a subQ look for management to undercut the pricing of Kesimpta just as they did with Ocrevus. Briumvi is better than Ocrevus. Briumvi is better than Kesimpta. Better drug lower price Briumvi will dominate the anti-CD20 RRMS drug class. A growing TAM exceeding $10B. https://x.com/i/grok/share/vwlt0e1tEITysTp0jjOvlmwWC https://x.com/i/grok/share/vwlt0e1tEITysTp0jjOvlmwWC" [X Link](https://x.com/zipjet/status/1945081365147332876) 2025-07-15T11:21Z [----] followers, [----] engagements "Nice bounce today in $TGTX. This is not a trade it is a BUY THE DIPS There is no fundamental reason it should be less than the last peak near [--]. EVERY quarter that ticks buy the sales of Briumvi increase the FCF increases the EPS increases. PE looks high at [---] until you understand it only just turned profitable and has a 2yrFwd Rev GR predicted of 57% compounding. (Think that will prove low.) PEG is [---] - With GR's this high any PEG under [---] is a buy and [---] is BUY until it hurts territory" [X Link](https://x.com/zipjet/status/1945505839516934430) 2025-07-16T15:28Z [----] followers, [----] engagements "IF $TGTX was serious about buying back stock now would appear to be a good time:" [X Link](https://x.com/zipjet/status/1952473630694396394) 2025-08-04T20:56Z [----] followers, [----] engagements "$TGTX Earliest Buyback Date: Assuming TG Therapeutics (TGTX) follows a standard two-day post-earnings blackout period and announced earnings on August [--] [----] they could potentially begin repurchasing shares as early as August [--] [----] provided no other material nonpublic information exists and board authorization https://twitter.com/i/web/status/1952478128615629091 https://twitter.com/i/web/status/1952478128615629091" [X Link](https://x.com/zipjet/status/1952478128615629091) 2025-08-04T21:13Z [----] followers, [---] engagements "$OCUL Ocular Therapeutix Receives FDA Agreement Under Special Protocol Assessment (SPA) for Registrational Trial of AXPAXLI in NPDRAugust [--] 2025PDF Version📷Ocular plans to outline clinical trial design timing and development strategy for non-proliferative diabetic retinopathy (NPDR) and diabetic macular edema (DME) at its Investor Day on September [--] [----] BEDFORD Mass. Aug. [--] [----] (GLOBE NEWSWIRE) -- Ocular Therapeutix Inc. (NASDAQ: OCUL Ocular) an integrated biopharmaceutical company committed to redefining the retina experience today announced it has received written agreement regarding" [X Link](https://x.com/zipjet/status/1955241314569552289) 2025-08-12T12:13Z [----] followers, [---] engagements "There are lots of examples. Keep in mind that the practice of law is governed at the state level often under the supervision of the State Supreme Court. Your profile lists RE. So start there. Examination of titles is historically practice of law. But drafting deeds title examination issuance of title insurance in many states is allowed for "parties with an interest in the transaction" rather than attorneys. No educational requirement nor licensure. Doing tax work whether state or federal is inherently the application of law but no one cares to have a lawyer do it. CPA's do it. I did taxes for" [X Link](https://x.com/zipjet/status/1959225848667472281) 2025-08-23T12:06Z [----] followers, [--] engagements "$TGTX Wainwright Conference TG Therapeutics (TGTX) H.C. Wainwright 27th Annual Global Investment Conference Speaker: Michael Weiss Chairman President & CEO Market Landscape & Differentiation 1M individuals with relapsing MS in the U.S.; 300400k treated 80k seek new therapy annually. 50%+ of new starts go to anti-CD20 therapies. Anti-CD20 market split: 3540% subcutaneous (Kesimpta). 6065% intravenous (Ocrevus vs. Briumvi). Differentiation: Infusion time: Briumvi = [--] hour (after first dose) vs. [----] hours for Ocrevus. Cost: 2025% lower to the healthcare system. Tolerability: Lower rates of" [X Link](https://x.com/zipjet/status/1965406956970987634) 2025-09-09T13:28Z [----] followers, [----] engagements "@KobeissiLetter @subyroy YoY +$798B clearly wrong. But 33% looks good. @KobeissiLetter should correct post because it is meaningful just need accurate numbers" [X Link](https://x.com/zipjet/status/1969578572865044800) 2025-09-21T01:44Z [----] followers, [---] engagements "$BUR - Note GM% PEG and Blackrock buy:" [X Link](https://x.com/zipjet/status/1972285011811512425) 2025-09-28T12:59Z [----] followers, [---] engagements "$OXY - CEO was on CNBC on the sale of the chemical division to $BRK: - sale will allow company to resume share buybacks - conventional oil will be in permanent decline starting in 2027-2030 - referred to the $XOM Guyana property with 12B brl* proven and only able to provide 20% of Anglo needs - discussed preferreds owned by BRK and starting to redeem them in [----] - pfd's pay 8% but the 8% is NOT deductible as would be interest so more costly to OXY - pfd's dividends are also not fully taxable to a corporate owner last I knew only 15% of the income was taxed - So Buffet is making out well and" [X Link](https://x.com/zipjet/status/1973719339258740952) 2025-10-02T11:58Z [----] followers, [---] engagements "Oura Ring [--] - This was my second Oura ring. First one lasted many years and I liked the data. The Oura Ring [--] failed after a few months and the company seems to have no interest in a poor product after a short warranty period. Also difficult to get any customer support" [X Link](https://x.com/zipjet/status/1973835049813639628) 2025-10-02T19:38Z [----] followers, [---] engagements "$OCUL 12-24000 people go blind annually from DR in the US. Axpaxli could stop that. Patients with NPDR will soon have a chance to join a study that could protect their sight. https://x.com/i/grok/share/xhlpOIQoKurSJx7gexhUSWtP3 https://x.com/i/grok/share/xhlpOIQoKurSJx7gexhUSWtP3" [X Link](https://x.com/zipjet/status/1974058910945587258) 2025-10-03T10:28Z [----] followers, [---] engagements "$OCUL This will be a series of posts about the dilution caused by the recent $475M stock offering at $12.53. This post offers a hypothetical value of Axpaxli in NPDR and DME (not wAMD). The DR is 10% and I will use $8B as the value of Axpaxli in these indications. NO deduction is assigned for the probability of Axpaxli failure. Why This is evaluating dilution. IF Axpaxli fails taking in $450M is likely accretive not dilutive. :-( How much of the $450M (reduced by costs) raise will be needed for the NPDR studies Considering Peter Kaiser's descriptions of the use of smaller shorter ordinal" [X Link](https://x.com/zipjet/status/1974082245666238542) 2025-10-03T12:00Z [----] followers, 14.2K engagements "$OCUL 6.6M shares traded today. Pretty heavy" [X Link](https://x.com/zipjet/status/1974230890323530228) 2025-10-03T21:51Z [----] followers, [---] engagements "What is $OCUL worth I loaded the Investor day transcript to Chat asked it to summarize it and then to value the company. It came up with peak sales of $5-6B. I think that is low. FV per share $173-198. Here is the link: https://chatgpt.com/s/t_68dd15f2f7c481919c106c4bc014b052 https://chatgpt.com/s/t_68dd15f2f7c481919c106c4bc014b052" [X Link](https://x.com/zipjet/status/1974479799880962521) 2025-10-04T14:20Z [----] followers, [----] engagements "$OCUL So what is the probability that Axpaxli gets approved for wAMD Here are links to how Perplexity and Grok answer that. As the stary-eyed optimist I think they are both low. But decide for yourself: https://x.com/i/grok/share/mUWTtWrjBDi351y1ccXS8zaez https://www.perplexity.ai/search/axpaxli-is-fully-enrolled-in-t-v__UaEWySFqdUVylxuRMUA#0 https://x.com/i/grok/share/mUWTtWrjBDi351y1ccXS8zaez https://www.perplexity.ai/search/axpaxli-is-fully-enrolled-in-t-v__UaEWySFqdUVylxuRMUA#0" [X Link](https://x.com/zipjet/status/1974486493600055563) 2025-10-04T14:47Z [----] followers, [---] engagements "Protecting poultry farms from Avian Flu is important since once infected whole farms are wiped out. But drones Cool Japanese tech giant deploys laser drones to protect chickens drones are hoped to prevent the spread of avian flu https://www.tomshardware.com/tech-industry/japanese-tech-giant-deploys-laser-drones-to-protect-chickens-drones-are-hoped-to-prevent-the-spread-of-avian-flu https://www.tomshardware.com/tech-industry/japanese-tech-giant-deploys-laser-drones-to-protect-chickens-drones-are-hoped-to-prevent-the-spread-of-avian-flu" [X Link](https://x.com/zipjet/status/1974918931904409913) 2025-10-05T19:25Z [----] followers, [---] engagements "$OCUL - a friend asked me about Dugel. I said he was as good as any I have seen. Then I did this Chat on the last company he ran. Stock went from [----] to [--] when Astellas bought it out/ https://chatgpt.com/s/t_68e3b76335548191a8303179594cf1a5 https://chatgpt.com/s/t_68e3b76335548191a8303179594cf1a5" [X Link](https://x.com/zipjet/status/1975178635632926785) 2025-10-06T12:37Z [----] followers, [---] engagements "$OCUL More on Dugel: https://chatgpt.com/s/t_68e3ba711fcc8191b50ed012a3eb6d3d https://chatgpt.com/s/t_68e3ba711fcc8191b50ed012a3eb6d3d" [X Link](https://x.com/zipjet/status/1975181414036341111) 2025-10-06T12:48Z [----] followers, [---] engagements "$HROW - not sure why it is down hard -8.5%. Management changes in the low earning sub Imprimis is routine" [X Link](https://x.com/zipjet/status/1975239005651292245) 2025-10-06T16:37Z [----] followers, [----] engagements "$OCUL did exactly what I have advocated do a raise and run the NPDR trials. Those trials will add billions in revenue IF Axpaxli works and we have every reason to believe it does. It will add billions in NPV to the stock. I have posted the calculations. Shareholders who pull back due to offerings are making a novice mistake" [X Link](https://x.com/zipjet/status/1975945544276013183) 2025-10-08T15:25Z [----] followers, [---] engagements "$OCUL back to [-----] - it took six days. Dugel raised at a great price. I doubt those who sold due to the offering will be able to get back in cheaper unless they already did it" [X Link](https://x.com/zipjet/status/1975957160912929033) 2025-10-08T16:11Z [----] followers, [---] engagements "@paperhands91 Depends on the ruling. IF $LQDA wins outright it will be nice" [X Link](https://x.com/zipjet/status/1976038566083080631) 2025-10-08T21:34Z [----] followers, [---] engagements "1. $UNH very low risk for a probable double over a couple of years [--]. $HROW low risk could do 3-4X in [--] years. Not on your list. $OCUL - in pivotal trials. Risk of failure looks less than 20% to me. But the stock would tank if they fail in one of the wAMD trials. Upside if Axpaxli is as good as billed 10-20X. IF SOL-1 superiority study (2Q2026) is a success probability of a fail drops to sub 10%. That should move the stock to the mid 20's" [X Link](https://x.com/zipjet/status/1976043849022660867) 2025-10-08T21:55Z [----] followers, [----] engagements "@AnnaFlorcia Thank you. You may be right. I can find no authority for that and the FDA is not a party. The court certainly could enter an order against $LQDA that directly or indirectly would compel it to apply for FDA to revise the label. Hope we do not get there" [X Link](https://x.com/zipjet/status/1976350305584546098) 2025-10-09T18:13Z [----] followers, [----] engagements "Cramer just said he is very traditional on valuation but you should look at the PE on [----] and [----] EPS. Here is $TGTX looked at that way: [----] $2.49 [--] [----] $3.15 [--] Current PEG 0.3" [X Link](https://x.com/zipjet/status/1976420350763397556) 2025-10-09T22:51Z [----] followers, [----] engagements "Another $HROW Cramer said he is very traditional on valuation but you should look at the PE on [----] and [----] EPS. Here is $HROW looked at that way: [----] $2.86 [----] [----] $4.34 9.3" [X Link](https://x.com/zipjet/status/1976631617834865038) 2025-10-10T12:51Z [----] followers, [---] engagements "I believe that $TGTX will be able to show that the PK of subQ Briumvi allows approval. The company is working on two formulations one every two months and another every three months. The selection of a quarterly dosing infers that they have confidence that they can do at least alternate months. Keep in mind that I have NO science training. So others will be better at this than I am. I did use the half lives of B and K to get a feel for the area under the curves to simulate what the effective dosing might look like. Here is the graphic:" [X Link](https://x.com/zipjet/status/1976994236948992064) 2025-10-11T12:52Z [----] followers, [---] engagements "$TGTX Briumvi seems to be the KOL choice in the anti-CD20 class. Last November I attended a day of presentations for Neurologists treating MS. There was no explicit recommendation of Briumvi. But a series of case studies treating RRMS were presented and EVERY time patients failed treatment they were moved to Briumvi. The higher levels of Briumvi that I presented is NOT an in vivo study but rather theoretical calculations based on known half lives. That may turn out to be a reliable predictor of in vivo but it is not the same. IF the PK is comparable to infused B they will get approval for" [X Link](https://x.com/zipjet/status/1977018224374935657) 2025-10-11T14:27Z [----] followers, [---] engagements "$TGTX In my crude analysis I assume that Kesimpta will take half of the anti-CD20 market. Call it $6B heading to $7.5B in [----]. That leaves the other half for Briumvi to penetrate. Assuming that B becomes available as a subQ every other month that will more than double the value of the company" [X Link](https://x.com/zipjet/status/1977019424776355962) 2025-10-11T14:32Z [----] followers, [---] engagements "@thomasthedeal $TGTX Rev and EPS 3Q2025" [X Link](https://x.com/zipjet/status/1977831399425253727) 2025-10-13T20:18Z [----] followers, [---] engagements "Call options. I'm suggesting that call options that carry an 82% annualized return to the writer is bullish. But that also reflects my bias. A more even handed assessment would be to say that the stock carries a high implied volatility and thus the options are expensive" [X Link](https://x.com/zipjet/status/1977861767394214336) 2025-10-13T22:19Z [----] followers, [--] engagements "@Reinoud_Biotech @AktienAkademie @Lucy3370 $TGTX I took the PK decay curves in my October [--] post and asked Chat to use the data you provided to modify the absorption curves to account for the delays from SC and slower release. This is the resulting graph" [X Link](https://x.com/zipjet/status/1978085456597127181) 2025-10-14T13:08Z [----] followers, [---] engagements "$UAL trading buy 100.90" [X Link](https://x.com/zipjet/status/1978821366351618460) 2025-10-16T13:52Z [----] followers, [---] engagements "Out 104.70's $UAL" [X Link](https://x.com/zipjet/status/1978834795326038378) 2025-10-16T14:45Z [----] followers, [---] engagements "Wow never expected I could buy $UAL again under [--]. Love my iPad and TOS trading while at lunch" [X Link](https://x.com/zipjet/status/1978872772748009603) 2025-10-16T17:16Z [----] followers, [---] engagements "Valid patents deserve compensation. In the case of essential medicines blocking is rarely the appropriate remedy. A court directed royalty will serve the balancing of the interests of the public and the property rights of the patent holders. That said my guess is that $LQDA will prevail and the patents will be invalid. We will soon hear from the court" [X Link](https://x.com/zipjet/status/1979022706814128590) 2025-10-17T03:12Z [----] followers, [----] engagements "$UAL trading buy 98.26" [X Link](https://x.com/zipjet/status/1979194446085329403) 2025-10-17T14:35Z [----] followers, [---] engagements "$OCUL Could Axpaxli qualify for a CNPV Looks like it to me. I doubt Dugel will miss the opportunity to make the case for a CNPV. https://chatgpt.com/s/t_68f29f1f74ac8191981f987301c4e067 https://chatgpt.com/s/t_68f29f1f74ac8191981f987301c4e067" [X Link](https://x.com/zipjet/status/1979276062853927073) 2025-10-17T19:59Z [----] followers, [----] engagements "@MattBiotech $OCUL I do not think there is any way Dugel could execute faster" [X Link](https://x.com/zipjet/status/1979280713229726047) 2025-10-17T20:17Z [----] followers, [---] engagements "Friends used to tell me to watch Tucker including some of my Jewish friends. I would tell them he was a dope. But I started watching him yep he was shallow and easily bought into lies. This was even before his shift to antisemitism. Not sure that his mental weakness is sufficient to account for his antisemitism but he is still a dope" [X Link](https://x.com/zipjet/status/1979287758582534170) 2025-10-17T20:45Z [----] followers, [---] engagements "@VividProwess Turkey already is" [X Link](https://x.com/zipjet/status/1979374649013342712) 2025-10-18T02:31Z [----] followers, [---] engagements "One petaflop for 204W - Jensen Huang personally delivers DGX Spark Mini PCs to Elon Musk and Sam Altman separately https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-personally-delivers-dgx-spark-mini-pcs-to-elon-musk-and-sam-altman-separately https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-personally-delivers-dgx-spark-mini-pcs-to-elon-musk-and-sam-altman-separately https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-personally-delivers-dgx-spark-mini-pcs-to-elon-musk-and-sam-altman-separately" [X Link](https://x.com/zipjet/status/1979546787028385981) 2025-10-18T13:55Z [----] followers, [---] engagements "In [----] South Africa was taken over by the black population. At that time the GDP per capita was $3400. In [----] dollars the per capita GDP of South Africa in [----] was $2625. There is a similar story for Rhodesia which became Zimbabwe. In [----] Rhodesia had a per capita GDP of $949. By [----] in [----] dollars the GDP had dropped to $781. I think there is a lesson in that. Although I do not believe it is as simple as a racial difference. There is a difference in principles that govern the different racial populations. I suspect that is the causal factor. I would suggest that one of the important" [X Link](https://x.com/zipjet/status/1979691063783653876) 2025-10-18T23:28Z [----] followers, [---] engagements "@shaunrein With a Manhattan class effort we can be self sufficient in rare earths in 12-18 months. In that same time frame China could suffer badly in an all out trade war" [X Link](https://x.com/zipjet/status/1979715738417119367) 2025-10-19T01:06Z [----] followers, [----] engagements "Sliwa has the right to run. His supporters could change IF they wanted to. But they have stuck with Sliwa. What makes you think they would vote for Cuomo even if Sliwa dropped out To have any chance Cuomo would have to have all the Sliwa votes. IF Cuomo really wanted the Sliwa voters he could have offered Sliwa a top position in his administration" [X Link](https://x.com/zipjet/status/1979720439837413624) 2025-10-19T01:25Z [----] followers, 15.1K engagements "@VividProwess I do not know enough about the political players in Israel to have a strong opinion. But Ben-Gvir strikes me as a fine leader and potential successor to Netanyahu" [X Link](https://x.com/zipjet/status/1979893941920219573) 2025-10-19T12:54Z [----] followers, [---] engagements "@ChrisRamsey60 Lemon law. Amazing they wont even stand behind their Cadillacs any more. Buy Lexus" [X Link](https://x.com/zipjet/status/1980002782737236002) 2025-10-19T20:07Z [----] followers, [---] engagements "Here is my $GM story: I had owned a series of Cadillac's and was happy with them. But when I married my wife thought they were too stogy. So I bought her a Buick Riviera but it kept breaking down. The last time the Buick dealer the largest in St. Louis told me I needed to take it to an Oldsmobile Dealer to get it repaired. I complained how could they tell a customer that bought a Buick from the largest Buick dealer in St. Louis to take it to an Oldsmobile dealer for repair. They could easily have shipped it over there and returned it fixed to me if that is what needed to happen. But at that" [X Link](https://x.com/zipjet/status/1980005965329223846) 2025-10-19T20:19Z [----] followers, 13.5K engagements "@vijay9933 @ChrisRamsey60 True. My Cadillacs had quite a few repairs. But I did not know any better until I had Japo cars. With my Lexus's you do the scheduled maintenance and that is it. Other than picking up a nail in a tire - seems nothing ever goes wrong" [X Link](https://x.com/zipjet/status/1980021843256811675) 2025-10-19T21:22Z [----] followers, [---] engagements "@cenkuygur @subyroy You cant be serious. Hamas had no intention of keeping their agreement. They never intended to lay down their arms. That was part of the deal. Hamas breached the deal from the very first day it was signed. They even started killing other Muslims who oppose them" [X Link](https://x.com/zipjet/status/1980076136513274148) 2025-10-20T00:58Z [----] followers, [---] engagements "@SenatorBaldwin LOL Democrats work as well its Republicans as Hamas with Israel Putin with Ukraine China with Philippines Just do it the way the Democrats want and they will WORK with Republicans" [X Link](https://x.com/zipjet/status/1980218934843617298) 2025-10-20T10:25Z [----] followers, [--] engagements "@koshercockney Leaving your country over antisemitism is a last resort. But may be necessary. The US should take in all Jews fleeing UK and Europe. The story of Albert Einstein is instructive: https://x.com/i/grok/share/BwjfBkMYGfnhso3BErdPvmfvi https://x.com/i/grok/share/BwjfBkMYGfnhso3BErdPvmfvi" [X Link](https://x.com/zipjet/status/1980243592674439252) 2025-10-20T12:03Z [----] followers, [---] engagements "While this may be less than claimed I do believe that advances in the algos driving AI will lead to huge leaps in performance and in combination orders of magnitude. Speeding the way to AGI -- Alibaba Cloud says it cut Nvidia AI GPU use by 82% with new pooling system up to 9x increase in output lets [---] GPUs perform like [----] https://www.tomshardware.com/tech-industry/semiconductors/alibaba-says-new-pooling-system-cut-nvidia-gpu-use-by-82-percent https://www.tomshardware.com/tech-industry/semiconductors/alibaba-says-new-pooling-system-cut-nvidia-gpu-use-by-82-percent" [X Link](https://x.com/zipjet/status/1980256499743244501) 2025-10-20T12:55Z [----] followers, [---] engagements "@OpenOutcrier $IRON over $800M in cash" [X Link](https://x.com/zipjet/status/1980257442131808383) 2025-10-20T12:59Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@zipjet zipjet
zipjet posts on X about $tgtx, $ual, $ocul, $xom the most. They currently have [------] followers and [----] posts still getting attention that total [----------] engagements in the last [--] hours.
Engagements: [----------] #
- [--] Week [------] -46%
- [--] Month [------] -9.50%
- [--] Months [-------] +101%
- [--] Year [---------] -58%
Mentions: [--] #
- [--] Week [--] -23%
- [--] Month [---] -21%
- [--] Months [---] +86%
- [--] Year [-----] -7.70%
Followers: [------] #
- [--] Week [-----] +0.41%
- [--] Month [-----] +0.76%
- [--] Months [-----] +7.50%
- [--] Year [-----] +27%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance countries cryptocurrencies us election technology brands celebrities automotive brands currencies social networks
Social topic influence $tgtx #2, $ual, $ocul #5, $xom, $dal, $pfe, money, israel, $lqda, hamas
Top accounts mentioned or mentioned by @lucy3370 @semodough @sandeman52 @elonmusk @vividprowess @biomaven @martychargin @dreesenkl @jeremyfalmouth @biotech2050 @sharkbiotech @drelidavid @davidlimbaugh @razbiotech @wallstlobo @pilot310actuary @cryptidpolitics @billackman @jimiuorio @annaflorcia
Top assets mentioned TG Therapeutics, Inc. (TGTX) United Airlines Holdings, Inc. (UAL) Ocular Therapeutix, Inc. (OCUL) Exxon Mobil (XOM) Delta Air Lines, Inc. (DAL) Pfizer, Inc. (PFE) Liquidia Corporation Common Stock (LQDA) Boeing Co (BA) Dell Technologies, Inc. (DELL) Bristol-Myers Squibb Co (BMY) Convex Finance (CVX) Bitcoin (BTC) Tesla, Inc. (TSLA) UnitedHealth Group (UNH) Arvinas, Inc (ARVN) GrokCoin (GROKCOIN) United Therapeutics, Corp. (UTHR) Netflix Inc (NFLX) Strategy (MSTR) Copiosa Coin (COP2) Eli Lilly and Company (LLY) Oxygen (OXY) Amazon.com, Inc. (AMZN) Centene Corp (CNC) Hess Corp. (HES) Merck & Co., Inc. (MRK) Capital One Financial Corp. (COF) Morgan Stanley (MS) Costco Hot Dog (COST) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) AbbVie Inc (ABBV) Target Corporation (TGT) DisChain (DIS) Warner Bros Discovery, Inc. (WBD)
Top Social Posts
Top posts by engagements in the last [--] hours
"$OCUL That does not answer "why" for me. The inference is clear that she does not expect it to go up a lot or despite leaving the company she would hold the stock. She was a highly informed insider on the company and pipeline. Other weaker inferences: - she is ticked and acting emotionally; - she has a better use for the funds; - she is taking a position where the holding may appear to be a conflict"
X Link 2024-07-17T11:51Z [----] followers, [---] engagements
"@Street_Insider $XOM unless $CVX is able to buy $HESS then it is a toss up"
X Link 2024-12-20T21:11Z [----] followers, [---] engagements
"@StealthQE4 Take US debt at over $36T and throw in unfunded programs of another $73T and we are in debt over $109T"
X Link 2025-05-11T19:34Z [----] followers, [---] engagements
"$TGTX Nice chart on CD20 sales Mary looked at another way as the total CD20 sales and YoY GR%: 1H YEAR Sales . YOY GR 1H2023 $3272M . NA 1H2024 $3804M . 16.25% 1H2025 $4401M . 15.7% So not only is K an B taking share but they are doing it in a growing market as MD's diagnose earlier and use the strongest DMT first to reduce accumulating disability. https://twitter.com/i/web/status/1955384020172148860 https://twitter.com/i/web/status/1955384020172148860"
X Link 2025-08-12T21:40Z [----] followers, [---] engagements
"@NateSilver538 The lesson is that Free Speech must allow ugly reprehensible speech let's call it hate speech. Any other standard leads where the UK has gone to the suppression of speech and personal freedom"
X Link 2025-09-02T20:27Z [----] followers, [----] engagements
"$DAL trading buy 56.45"
X Link 2025-10-07T15:50Z [----] followers, [---] engagements
"@BioStocks $OCUL Cash and cash equivalents were $344M True as of 9/30 But post 9/30 add another $445M total $789M"
X Link 2025-11-04T14:37Z [----] followers, [---] engagements
"$TGTX projections for 2026: Rev $885M AR $596M"
X Link 2025-12-12T01:54Z [----] followers, [----] engagements
"$UTHR keeps hitting new highs. [------] today up over 2.5%"
X Link 2025-12-17T17:12Z [----] followers, [---] engagements
"@from1to3000000 There is another possibility that the '327 patent is upheld. I doubt that but stranger things have happened"
X Link 2025-12-17T18:20Z [----] followers, [---] engagements
"wow $UTHR another new high [------] They better win the patent case or there will be quite a dip"
X Link 2025-12-19T18:07Z [----] followers, [---] engagements
"$LQDA and $UTHR both hitting [--] week highs"
X Link 2025-12-22T20:33Z [----] followers, [----] engagements
"@BiotechObserver $OCUL Gemini comparative predicted durability in SOL-1 of Axpaxli vs Eylea monthly after loading doses:"
X Link 2026-01-11T20:24Z [----] followers, [----] engagements
"$OCUL Probability of SOL-1 demonstrating superiority at [--] weeks providing a 20% point advantage under the SPA = 85-90%. Note the "premise" that 0% Eylea [--] mg patients reach [--] weeks was Gemini's conclusion from analyzing trial data and the half life of Eylea. https://twitter.com/i/web/status/2010461419800519121 https://twitter.com/i/web/status/2010461419800519121"
X Link 2026-01-11T21:18Z [----] followers, [---] engagements
"$OCUL volume 20.2M vs [--] day avg 3.55M // 175M OS Only up [--] cents"
X Link 2026-01-15T21:11Z [----] followers, [----] engagements
"IF you are interested in the Greenland situation: Listen to the interview of Thom Tillis on CNBC. He just met with the ambassadors of Greenland and Denmark. Bottom line: Trump has turned a lay up into a political disaster. Bull in the China closet. US objectives can be easily achieved despite Trump folly. I have never listened to Tillis before. But he is amazing. https://twitter.com/i/web/status/2013593824778445005 https://twitter.com/i/web/status/2013593824778445005"
X Link 2026-01-20T12:45Z [----] followers, [---] engagements
"@a_a_free @Banana_Oncology Sanofi has good reason to be interested in $OCUL. As does $MRK. But $16 is a joke. Bidding might start at 4X that after the data release on SOL-1"
X Link 2026-01-20T14:17Z [----] followers, [---] engagements
"@semodough $OCUL Amazing hire. Who would know more about launching Axpaxli than the guy that launched Eylea Another Dugel win"
X Link 2026-01-21T12:44Z [----] followers, [---] engagements
"$OCUL Dugel is masterfully executing the transition from R&D stage to commercialization. Watch and learn. $OCUL : interesting reference in its PR announcing the hiring of Global Chief Commercial Officer who guided Eylea launch for $REGN. See highlighted phrase https://t.co/hA46O48Gcm $OCUL : interesting reference in its PR announcing the hiring of Global Chief Commercial Officer who guided Eylea launch for $REGN. See highlighted phrase https://t.co/hA46O48Gcm"
X Link 2026-01-22T00:34Z [----] followers, [----] engagements
"@nitjignit Everything we see looks good. We can pile up the positive inferences. But it will all come down to the data. Have all these brilliant scientists and corporate executives bet their futures on a winner In a few weeks we will know. Go $OCUL"
X Link 2026-01-22T00:50Z [----] followers, [---] engagements
"$TGTX Im in Grand Cayman. Last year when I was here and met a lady that was diagnosed with RRMS. She told me she was going to take Aubagio for it. I suggested Briumvi would likely be a better choice. Sunday I spoke to her husband who told me she had not done well this last year. Aubagio failed and now Gilenya is being used but they are not happy with it either. I again suggested Briumvi but they do not like the idea of an infused drug. I argued that it would slow disability. They are very nice people but I am not doing a good job. They trust their Neurologist"
X Link 2026-01-27T21:02Z [----] followers, [---] engagements
"$TGTX Choosing a disease-modifying therapy (DMT) for a new RRMS diagnosis is a critical decision. In modern MS care the "early high-efficacy" approach is increasingly favored for preserving long-term health and preventing the accumulation of disability. The three drugs you mentioned represent different "tiers" of efficacy and administration: Comparative Overview FeatureAubagio (Teriflunomide)Gilenya (Fingolimod)Briumvi (Ublituximab)CategoryLow-to-Moderate EfficacyModerate-to-High EfficacyHigh EfficacyAdministrationDaily PillDaily PillIV Infusion (Every [--] months)Primary"
X Link 2026-01-27T21:19Z [----] followers, [---] engagements
"Pretti committed a felony by blocking law enforcement and physically resisting. The felony was enhanced by Pretti carrying a loaded chambered single action Sig Sauer P320 which has NO safety. He did not carry identification nor his carry license. Those are further violations of the conditions of carry. https://twitter.com/i/web/status/2016316140566237634 https://twitter.com/i/web/status/2016316140566237634"
X Link 2026-01-28T01:03Z [----] followers, [--] engagements
"Pretti was carrying a Sig Sauer P320. I own that gun. It has no safety. It has no externally operated hammer. To carry it safely you DO NOT CHAMBER A ROUND. You only rack the gun loading a round when you want to be able to fire it very quickly. Once racked a light touch of the trigger and it will fire. Carrying it in a holster once racked is dangerous. You easily can shoot yourself. Pretti was either reckless or he intended to use the gun. https://twitter.com/i/web/status/2016497756328624472 https://twitter.com/i/web/status/2016497756328624472"
X Link 2026-01-28T13:05Z [----] followers, [---] engagements
"Good find on Pretti. But peaceful protestors do not concealed carry AND resist law enforcement. Nor do they carry a P320 with round chambered like Pretti did. That gun has NO SAFETY. That is why you ONLY rack it if you are ready to fire. 🚨 HOLY SMOKES. Newly uncovered footage from two weeks ago shows a man the BBC believes to be Alex Pretti spitting at ICE agents and kicking out a taillight on their SUV. The peaceful protester narrative has collapsed. He was a violent unstable man.https://t.co/zBE87DXyNV 🚨 HOLY SMOKES. Newly uncovered footage from two weeks ago shows a man the BBC believes"
X Link 2026-01-28T21:53Z [----] followers, [---] engagements
"Exactly. People fail to appreciate how "energy" costs roll up into every good and service we consume. Thus when we see the electricity bill gas bill and the bill at the gasoline pump we are only seeing a small part of "energy" costs. The other hidden cost that rolls up is interest costs. Control of those two costs is essential to the welfare of the people. Yet foolish legislators and regulators raise those costs to the detriment of the vast majority of our people. https://twitter.com/i/web/status/2016855195817267691 https://twitter.com/i/web/status/2016855195817267691"
X Link 2026-01-29T12:45Z [----] followers, [---] engagements
"@aayushtrades $LQDA"
X Link 2026-01-29T17:38Z [----] followers, [---] engagements
"So Alex Pretti fired series of increasingly violent responses to ICE carries a loaded Sig Sauer racked and chambered ready to fire in his belt. Lots of red flags for a guy that may have been committing suicide by cop. All we needed to know 💯😡👇🎯 https://t.co/oF6smH7oUw All we needed to know 💯😡👇🎯 https://t.co/oF6smH7oUw"
X Link 2026-01-30T19:51Z [----] followers, [---] engagements
"@pawcio2009 $OCUL down 45% in less than two months. But does it mean something or not"
X Link 2026-01-30T20:10Z [----] followers, [---] engagements
"That is quite the scam. Daughter just passed her state psychologist licensing test last week. It was an online test "supervised." Masters also in hand because it's required. First job interview - offer is $3600/month for the first [--] months. She's expected to see [--] patients/wk. Lose 5% of those Daughter just passed her state psychologist licensing test last week. It was an online test "supervised." Masters also in hand because it's required. First job interview - offer is $3600/month for the first [--] months. She's expected to see [--] patients/wk. Lose 5% of those"
X Link 2026-01-31T18:24Z [----] followers, [---] engagements
"$PFE $SGEN On September [--] [----] Seagen Inc. and Astellas Pharma Inc. issued a press release announcing positive topline results from the Phase [--] EV-302 clinical trial (also known as KEYNOTE-A39) for PADCEV (enfortumab vedotin-ejfv) in combination with KEYTRUDA (pembrolizumab) versus chemotherapy in patients with previously untreated locally advanced or metastatic urothelial cancer a form of bladder cancer that has spread to surrounding organs or muscles or other parts of the body. https://twitter.com/i/web/status/1705221540747374930 https://twitter.com/i/web/status/1705221540747374930"
X Link 2023-09-22T14:04Z [----] followers, [---] engagements
"$TGTX shareholders would be better off with NO BUYER than having a foreign company buy TGTX. The anti-CD20 drugs are the best drugs for RRMS. Briumvi is the best-in-class anti-CD20. TGTX has a multi-year growth path from 300M in sales until it fully penetrates a $12B TAM that will grow to $15B. IF a satisfactory price in the form of stock was offered by a fine American pharma that had at least a 3.5% dividend and buybacks it could be a reasonable deal for LT holders of TGTX. JMHO"
X Link 2025-04-24T00:27Z [----] followers, [---] engagements
"$UAL United Airlines earnings provided more reasons to be positive on the airline sector's prospects for the remainder of the year. But the carrier's stock looked set to open lower anyway. United beat expectations in the second quarter and -- significantly -- noted that demand has accelerated so far in July citing "less geopolitical and macroeconomic uncertainty." The airline said it has seen a jump in demand of six percentage point since early July and a double-digit acceleration in business demand compared with the second quarter. The shares pointed 2.9% lower ahead of the open though after"
X Link 2025-07-17T11:22Z [----] followers, [---] engagements
"$TGTX Kesimpta has subQ but it is NOT as good as Briumvi. Here is a list of reasons patients switched to Briumvi from Kesimpta and their comments:"
X Link 2025-08-09T15:51Z [----] followers, [----] engagements
"$OCUL PT raised to [--] at HCW"
X Link 2025-10-08T13:30Z [----] followers, [---] engagements
"@inspired_RW Link to LQDA court filings: https://www.courtlistener.com/docket/67764609/united-therapeutics-corporation-v-liquidia-technologies-inc/page=4 https://www.courtlistener.com/docket/67764609/united-therapeutics-corporation-v-liquidia-technologies-inc/page=4"
X Link 2025-11-10T15:45Z [----] followers, [---] engagements
"Nice thing about $TGTX and $LQDA is that no patient will stop taking Briumvi or Yutrepia over Trump's buffoonery"
X Link 2026-01-20T19:46Z [----] followers, [----] engagements
"$OCUL one poster has observed that positive posts about the company make the stock go down so therefore we should start making derisive posts about the company. So lets try a couple: Can anything good come out of Massachusetts Dugel cant even grow hair. The first product is a commercial flop. https://twitter.com/i/web/status/2015104895884362182 https://twitter.com/i/web/status/2015104895884362182"
X Link 2026-01-24T16:50Z [----] followers, [----] engagements
"$TGTX I heard Carrie Hersh DO MSc FAAN - of Cleveland Clinic speak November [----]. She was excellent. Reading between the lines she was positive on using Briumvi. $TGTX TG Therapeutics announced they will present P2 Multiple Sclerosis results on 2026-02-05 for Ublituximab More Info: https://t.co/CRXJ42LtIx https://t.co/yBIlfe0uP7 $TGTX TG Therapeutics announced they will present P2 Multiple Sclerosis results on 2026-02-05 for Ublituximab More Info: https://t.co/CRXJ42LtIx https://t.co/yBIlfe0uP7"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements
"$TGTX patient comments today on Briumvi: Briumvi (ublituximab) Experiences The majority of patients reported highly positive outcomes after switching to or starting Briumvi. Symptom Improvement: Several patients noted significant improvements in quality of life specifically mentioning reduced brain fog better mobility (including one patient regaining the ability to walk) and feeling more "normal." Clinical Results: Multiple users reported stable MRIs with no new lesions. Two patients specifically noted that existing lesions had either shrunk or improved since starting the treatment. The "Crap"
X Link 2026-01-29T17:02Z [----] followers, [----] engagements
"$TGTX Kesimpta patient comments on switching from K to B: Patients who transitioned from Kesimpta to Briumvi frequently cite improved physical well-being reduced systemic side effects and enhanced emotional health as the primary drivers for the switch. While Kesimpta offers the convenience of at-home administration many patients found that the infusion-based schedule of Briumvi resulted in a higher quality of life between doses. Key Benefits of Switching [--]. Reduced Side Effects and Recovery Time Several patients noted that previous treatments including Kesimpta caused significant fatigue or"
X Link 2026-01-31T13:24Z [----] followers, [----] engagements
"$OCUL I was asked why Robinson would sign on before the data release on Axpaxli. I said for the compensation. Here it is RSU's and options covering [------] shares of OCUL. Exercise price $0.00 could easily be worth $50M if Axpaxli is as good as some of us think"
X Link 2026-02-01T14:01Z [----] followers, [----] engagements
"@TheMightyForego Ooops - Thanks for the correction. Indeed the exercise price on the options is $11.42"
X Link 2026-02-01T18:22Z [----] followers, [--] engagements
"This is Gemini on the $OCUL chart you claims was cherry picking: This chart illustrates the Phase [--] trial results for Axpaxli (referred to here by its developmental name OTX-TKI) a hydrogel implant designed to provide sustained release of axitinib for patients with wet Age-Related Macular Degeneration (wAMD). The central goal of this study was to demonstrate that Axpaxli can significantly reduce the "treatment burden"the frequency of painful and inconvenient eye injectionswhile maintaining vision. Understanding the "Swimmer Plot" The chart is a "swimmer plot" where each horizontal line"
X Link 2026-02-01T20:16Z [----] followers, [----] engagements
"$OCUL - more from Gemini As of February [----] there is significant momentum behind the clinical program for Axpaxli. While the image you provided shows the impressive Phase 1/2 "burden reduction" the drug is now in the final stages of its Phase [--] registrational program known as the SOL studies. Here is the latest status and what the current data means for the future of treatment: Current Clinical Status (Feb 2026) SOL-1 Topline Data (Q1 2026): We are currently in the window for the first set of results from the Phase [--] SOL-1 trial. This study is unique because it is designed to show"
X Link 2026-02-01T20:22Z [----] followers, [----] engagements
"@BehroozNajafi Some times all you can do is patiently accumulate a stock. I maintain that even without subQ that $TGTX is worth [--] today. In time the value will be realized. Look at the CAGR's and the PE's:"
X Link 2026-02-02T21:49Z [----] followers, [----] engagements
"@OzzieChambers $TGTX When I read patients switching from Kesimpta to Briumvi and why it makes me think that B is the better drug. So it is NOT just about subQ. IF I have that right B will still be the better drug when it is available as a subQ and that will dramatically increase the TAM"
X Link 2026-02-02T21:53Z [----] followers, [---] engagements
"@DavidLimbaugh In one of Thomas Sowells books there is a chapter on antisemitism. A very interesting alternate explanation"
X Link 2026-02-05T01:56Z [----] followers, [---] engagements
"Trading buy $UAL 106.20"
X Link 2026-02-05T15:33Z [----] followers, [---] engagements
"$UAL down [---] bps as $DAL down [---] bps"
X Link 2026-02-05T18:03Z [----] followers, [---] engagements
"AI the first casualty I have been told about at MasterCard: A programmer was assigned to create an AI tool/program. Once done he was laid off. He had been there [--] years"
X Link 2026-02-05T21:52Z [----] followers, [---] engagements
"Video a friend created on music education in St. Louis. One Rejected Idea Created a Music Movement via @YouTube https://youtu.be/M2RDAEYjzrcsi=G_7nQe9wpgPk3gxG https://youtu.be/M2RDAEYjzrcsi=G_7nQe9wpgPk3gxG"
X Link 2026-02-06T13:35Z [----] followers, [---] engagements
"Thank the Democrat control of NM for destroying the oil industry in the state if they pass the net zero bill: As usual Democrats live in la la land. Time for Federal preemption. The Clear Horizons Act would demolish New Mexicos oil industry The Clear Horizons Act requires New Mexico to dramatically reduce its GHG emissions: to 45% below [----] levels by [----] 75% below [----] levels by [----] and net zero by [----]. If this is passed it will require large parts of the New Mexico oil industry to shut down. NM has already cut GHG emissions by 21% from [----] levelsat significant cost. E.g. NM recently"
X Link 2026-02-06T21:17Z [----] followers, [---] engagements
"Source Alex Epstein - the guy understands hydrocarbons and the CO2 arguments floated by the left"
X Link 2026-02-06T21:20Z [----] followers, [---] engagements
"@pharmatrader1 @Andre_AGTC $TGTX There is no way Neurologists are going to put RRMS patients at risk of liver damage or do monthly blood draws to use fenebrutinib. PPMS has no treatment short of blowing out the immune system and doing a bone marrow transplant. So there may be a market for fenebrutinib"
X Link 2026-02-07T22:32Z [----] followers, [---] engagements
"I know Barry Singer and his reputation is excellent. He used to practice with Barb Green who was one of the best if not the best clinician/practitioner for MS in St. Louis. Think she is now retired. But was a real leader in STL for MS. Barry confirms my comment that fenebrutinib is interesting for PPMS but not RRMS. So this is no threat to $TGTX and Briumvi. https://twitter.com/i/web/status/2020502543617388737 https://twitter.com/i/web/status/2020502543617388737"
X Link 2026-02-08T14:18Z [----] followers, [---] engagements
"$OCUL Axpaxli 6-12 months between shots to the eye will blow away Vabysmo at [--] weeks. Very busy for the next two weeks: Ocular Therapeutix to Participate in Upcoming Investor and Scientific Conferences Ocular Therapeutix Inc. https://twitter.com/i/web/status/1917550873267360247 https://twitter.com/i/web/status/1917550873267360247"
X Link 2025-04-30T12:05Z [----] followers, [---] engagements
"@Biotech2k1 Speaking of commercial stage: What about $LQDA I looked at the litigation and think there is a good chance the patents are invalidated"
X Link 2025-10-18T18:29Z [----] followers, [----] engagements
"I do not have the $LQDA trial transcripts nor would I spend time on them. It would take more time than I judge it worth. What would be interesting is the post-trial briefing. Those should quickly clue you in to the arguments and the relative strength of them. I'd read them if I had them I do not. I understand permanent injunction is not on the table and a skinny label is more likely than a royalty What is your basis for that statement How do you think a "skinny label" could happen"
X Link 2025-11-06T14:06Z [----] followers, [----] engagements
"@PerryGlasenberg @Drchik23 @seedy19tron Yep real life is always more complex than the theory. 😂"
X Link 2025-11-22T14:27Z [----] followers, [--] engagements
"$OCUL 📰 Summary: Ocular Therapeutix Accelerates Plans for Wet AMD Drug AXPAXLI Ocular Therapeutix Inc. has announced it now intends to submit a New Drug Application (NDA) for AXPAXLI (OTX-TKI) for the treatment of wet age-related macular degeneration (wet AMD) following positive year-one data from its ongoing SOL-1 Phase [--] clinical trial. Key Points: Accelerated Submission: The decision to potentially submit the NDA after only the first year of data is based on recent public statements from FDA leadership regarding the potential for a single registrational trial for new product candidates as"
X Link 2025-12-08T12:33Z [----] followers, [---] engagements
"$OCUL here is Gemini's comment on the controversy: Pravin Dugels thesis regarding the "pulsatile" nature of current treatmentsand how this leads to fibrosisis a central pillar of Ocular Therapeutixs (OCUL) value proposition for Axpaxli.1 The core of his argument is that the Pharmacokinetics (PK) of current standard-of-care (SoC) anti-VEGF injections (like Eylea or Lucentis) are inherently flawed because they do not mimic natural physiology. The Scientific Thesis: The "Pulsatile" Effect Dugels argument relies on the relationship between drug concentration levels ($T_max$ and half-life) and the"
X Link 2025-12-22T17:32Z [----] followers, [---] engagements
"$UTHR up [---] bps $LQDA down [---] bps and continuing the decline Odd does it represent a tell I doubt it"
X Link 2026-01-06T16:35Z [----] followers, [---] engagements
"$OCUL Gemini comments on the post: This is a sophisticated technical analysis of the Suprachoroidal Space (SCS) delivery platform and its implications for Ocular Therapeutix ($OCUL) and Clearside Biomedical ($CLSD). The core of your argument is a "PK-to-Clinical Gap": why do these drugs show massive durability in animal models (Pharmacokinetics/PK) but require more frequent dosing in human trials (Clinical Pharmacodynamics) Below is a breakdown and commentary on your points and the supporting data. [--]. The "Axitinib Problem": $OCUL vs. $CLSD You correctly identify that $OCUL (using a hydrogel"
X Link 2026-01-11T18:20Z [----] followers, [----] engagements
"$LQDA summary of UTHR presentation at JPM Business Performance Analysis United Therapeutics Corporation's sustained performance is primarily driven by its robust portfolio of advanced therapeutics addressing rare diseases particularly Pulmonary Arterial Hypertension (PAH) coupled with a strategic focus on innovative drug delivery systems and a transformative long-term pipeline. The company's "Public Benefit Corporation" philosophy emphasizing patient success underpins its commercial execution and strong cash flow generation. This foundation supports continuous investment in research and"
X Link 2026-01-12T22:15Z [----] followers, [---] engagements
"$UAL trading buy 105.90"
X Link 2026-01-27T15:43Z [----] followers, [---] engagements
"$UAL Bernstein raised PT to [---] from 129"
X Link 2026-01-27T15:52Z [----] followers, [---] engagements
"$UAL swing trade long $103.45 under performing $DAL by over 200bps"
X Link 2026-01-29T19:40Z [----] followers, [---] engagements
"$OCUL We know enough about the two drugs to have a good feel statistically of the timing and number of rescues that will occur. Number and cadence. It all fits for SOL-1 to deliver on superiority of Axpaxli. $OCUL https://t.co/ZWV6oNOvfc https://t.co/L7Q3aYqppp $OCUL https://t.co/ZWV6oNOvfc https://t.co/L7Q3aYqppp"
X Link 2026-02-02T21:36Z [----] followers, [----] engagements
"$NFLX is a good buy here. I think the purchase of the $WBD film library is good for the stock. Take a look at the CAGR's and PEG: $NFLX buy the oppurtunity I love an entry in this zone https://t.co/HPtqWbT9e4 $NFLX buy the oppurtunity I love an entry in this zone https://t.co/HPtqWbT9e4"
X Link 2026-02-02T21:58Z [----] followers, [---] engagements
"$OCUL - as promised on time and still on track for data release this month and filing NDA: Guidance on SOL-1 Clinical Trial The SOL-1 Phase [--] superiority clinical trial is a registrational study designed to evaluate the safety and efficacy of AXPAXLI (OTX-TKI) for the treatment of wet age-related macular degeneration (wet AMD). As of the latest update the trial results remain masked. Topline data from the SOL-1 trial are anticipated to be presented at the 49th Macula Society Annual Meeting scheduled to take place between February [--] [--] [----]. This trial is being conducted under a Special"
X Link 2026-02-05T12:54Z [----] followers, [----] engagements
"@AscendingBio $OCUL - I like the idea of releasing the data the day they will present at the Macula Society Meeting. That maximizes interest in the news by a key group that will help move the treatment forward"
X Link 2026-02-05T14:09Z [----] followers, [---] engagements
"$OCUL good post even if he blocks me:"
X Link 2026-02-05T14:18Z [----] followers, [----] engagements
"Another poster that blocks me posting on $OCUL:"
X Link 2026-02-05T17:27Z [----] followers, [----] engagements
"$OCUL being masked is valid and functionally standard: Who is masked The patients the treating physicians and the internal Ocular clinical team are strictly masked. Who isn't Usually an Independent Data Monitoring Committee (IDMC) or a third-party CRO (Contract Research Organization) has access to the unblinded data to monitor for safety. If anyone at Ocular had "peeked" at the efficacy data it would violate the SPA and potentially invalidate the trial in the eyes of the FDA. When Ocular says results "remain masked" they mean the "lock" hasn't been broken for the company's decision-makers"
X Link 2026-02-05T17:33Z [----] followers, [---] engagements
"@tomsilver39 $OCUL wAMD TAM is $10B 30-50% is $3-5B in Axpaxli sales TAM is growing as population ages and that will accelerate IF Axpaxli turns wAMD into a chronically treatable disease. NPDR is another $10B TAM that Axpaxli will treat with a single annual shot"
X Link 2026-02-06T10:27Z [----] followers, [---] engagements
"It is proprietary. $OCUL McCutcheon recently reiterated an Outperform rating on $OCUL. His latest analysis (published in early February 2026) focuses on the "superiority" design of their clinical trials specifically for AXPAXLI in wet Age-Related Macular Degeneration (wet AMD) and Diabetic Retinopathy. Key Highlights from the Report McCutcheons "better read" on the trials emphasizes why $OCULs strategy is distinct from competitors: SOL-1 Superiority Focus: Unlike most "me-too" drugs aiming for non-inferiority the SOL-1 Phase [--] trial is designed to prove AXPAXLI is superior to a single dose of"
X Link 2026-02-06T14:23Z [----] followers, [---] engagements
"$OCUL https://chatgpt.com/s/t_69862d1f58288191892a0b5275501b8d https://chatgpt.com/s/t_69862d1f58288191892a0b5275501b8d"
X Link 2026-02-06T18:07Z [----] followers, [----] engagements
"$OCUL 38%-40% lost [--] letters $OCUL .this is from non optim vision.we're optimizing vision and the [--] ltr loss is from optim vision not from study entry.in MARINA trial.we think about 38% 40% of the patients in that trial who are analogous went on to a [--] letter loss" 2/6 $OCUL .this is from non optim vision.we're optimizing vision and the [--] ltr loss is from optim vision not from study entry.in MARINA trial.we think about 38% 40% of the patients in that trial who are analogous went on to a [--] letter loss" 2/6"
X Link 2026-02-08T18:44Z [----] followers, [----] engagements
"@nitjignit @JeremyFalmouth I see what everyone that I know of sees. It is likely that Axpaxli will demonstrate superiority in SOL-1. Precisely why the PT was set at $30 for $OCUL Hope they are right"
X Link 2026-02-08T20:01Z [----] followers, [----] engagements
"@DescartesIdea @nitjignit @JeremyFalmouth I regularly say it could be worth $100-200 per share once in commercialization. WAMD has a $10B TAM headed to $15B and NPDR is another $10B. Put Axpaxli in those markets with Dugel and the dream team running it and $OCUL will do very well"
X Link 2026-02-08T20:57Z [----] followers, [----] engagements
"@birgirm80 @ChrisMartzWX This is a very nice propaganda video"
X Link 2026-02-09T23:55Z [----] followers, [--] engagements
"@RazBioTech Yes and it is still a positive outcome. Highly statistically significant even if 10% of the Axpaxli arm needed rescue"
X Link 2026-02-10T00:18Z [----] followers, [---] engagements
"@JeremyFalmouth @RazBioTech My guess is control 35% and Axpaxli 80%. $OCUL Will be interesting to see the data"
X Link 2026-02-10T13:13Z [----] followers, [---] engagements
"$OCUL dipped to [-----] That may not be the low. But at this point OCUL is a buy-the-dips stock. The magnitude of the opportunity is not clear to many: https://drive.google.com/file/d/1IYRP77Xkkag9PA0l41BdvnXfyLJ7Bv2e/viewusp=sharing https://drive.google.com/file/d/1IYRP77Xkkag9PA0l41BdvnXfyLJ7Bv2e/viewusp=sharing"
X Link 2025-12-11T16:35Z [----] followers, 12.3K engagements
"@AnnaFlorcia $LQDA cp to $UTHR I largely agree with your conclusion. But to fairly compare the market caps you also need to look at the balance sheets. $UTHR market cap is $22B Net assets $6.6B $LQDA market cap is $2.6B Net assets $22M"
X Link 2026-01-06T17:58Z [----] followers, [---] engagements
"@richtrades100 $OCUL has dropped 48% from early January high. Is there a tell in the move"
X Link 2026-02-04T13:26Z [----] followers, [----] engagements
"@richtrades100 The high for $OCUL was early December not January. Hit 16.44"
X Link 2026-02-04T17:27Z [----] followers, [---] engagements
"$OCUL is focusing on 52-week data for a strategic reason: The SPA Amendment: In March [----] the FDA approved an amendment to allow subjects to be re-dosed at Week [--]. Why wait To maintain the "blind" (masking) they cannot look at the 36-week data until the patients hit the 52-week mark. If they unmasked at [--] weeks to report data it could bias the investigators or patients for the remainder of the 52-week observation period. NDA Strategy: Ocular plans to submit their New Drug Application (NDA) based on the Year [--] (52-week) data. This provides a cleaner safety profile and better evidence for"
X Link 2026-02-05T17:30Z [----] followers, [---] engagements
"$OCUL The "Quiet Period" and Timing Why they went quiet in December if they are still masked in February: Database Lock: Before you unmask you must "lock" the database meaning no more changes can be made to the data. This process is tedious and often takes weeks. The quiet period likely started as they began the final data cleaning and locking process for the hundreds of patients in SOL-1. Conference Prep: The Macula Society meeting is February [----] [----]. The company stated they expect topline data in the "second half of February." This implies tight timing: they will unmask run the"
X Link 2026-02-05T17:37Z [----] followers, [---] engagements
"$OCUL The image is a transcript from the Ocular Therapeutix (OCUL) R&D Day which took place on June [--] [----]. During this event CEO Antony Mattessich and other executives discussed the "optimized" [---] g formulation of Axpaxli (axitinib intravitreal implant). The specific exchange you highlighted involves Mattessich responding to a question from analyst Yi Chen (from H.C. Wainwright) regarding the rescue-free rates and drug delivery timelines of the newer formulation compared to the previous [---] g version. Mattessich is reassuring investors that the [---] g "optimized" formulation is designed to:"
X Link 2026-02-05T22:51Z [----] followers, [---] engagements
"$OCUL 30-50% of patients that are going to lose [--] ltrs $OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6 $OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6"
X Link 2026-02-08T18:45Z [----] followers, [----] engagements
"$OCUL "way overpowered.with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss. $OCUL On powering "way overpowered.patients that we looked at in our two ph1 trials (49) with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss.there were patients who were rescued.typically for fluid in a non foveal environ" 5/6 $OCUL On powering "way overpowered.patients that we looked at in our two ph1 trials (49) with Axpaxli.don't believe any of them would have at a 9mo period progressed to [--] letter loss.there were patients who"
X Link 2026-02-08T18:46Z [----] followers, [----] engagements
"@wallstlobo $OCUL Looks like Deep Track Capital increased OCUL position from 3.89% to 5.13% (11.2M) with the latter as of Feb [--] [----]. So it looks like they increased ownership"
X Link 2026-02-11T02:19Z [----] followers, [----] engagements
"$NFLX mkt is freaking out over buying $WBD. Short teem the stock buybacks are hurting the stock as well as concern that the capital expenditure for WBD will not be sufficiently rewarding. IMO if any company can monetize WBD it is NFLX. So I think this is a buy and whether they buy WBD or not won't matter. $NFLX is down 40% in [--] months. But the business didnt get the memo: Revenue +16% EPS +28% PEG 1.1x Forward P/E 24x This isnt what a dying company looks like. Feels less like fundamentals breaking and more like expectations resetting. Question is: is the https://t.co/EQ2XlaVjf9 $NFLX is down"
X Link 2026-02-12T21:18Z [----] followers, [---] engagements
"@wallstlobo Both down today $OCUL [----] bps $EYPT [----] bps"
X Link 2026-02-03T20:05Z [----] followers, [----] engagements
"$TGTX is silly cheap. GM% 85% and YoY sales growth slowing to only 88% in the most recent Q"
X Link 2026-02-06T20:19Z [----] followers, [----] engagements
"@StevieWandero @TGTherapeutics Hard for me to see why anyone invested in $TGTX would want the company sold. Just buy/accumulate and sit back. Look at the Revenue growth the GM% potential of subQ and Azer-cell:"
X Link 2026-02-08T18:30Z [----] followers, [---] engagements
"$OCUL Claude on the potential for SOL-1 success:"
X Link 2026-02-09T14:10Z [----] followers, [----] engagements
"@MarkWarner @ann_mcnitt Even Mark Warner gets one right"
X Link 2026-02-14T14:22Z [----] followers, [--] engagements
"@placigyunv6567 lol yes they would be. THERE IS MORE Dugels hypothesis that pulsatile dosing causes fibrosis and loss of vision is established and Axpaxlis stable dosing turns out to be curative. $OCUL"
X Link 2026-02-14T20:58Z [----] followers, [---] engagements
"P/S of [--] for 3sbio seems low relative to $FGEN at [--]. :-) https://x.com/salinaro17/status/1001788543860125696 $fgen current epo seller in China (3sbio) sporting [--] billion market cap on [---] million in sales https://t.co/SPmxI4KWoq https://x.com/salinaro17/status/1001788543860125696 $fgen current epo seller in China (3sbio) sporting [--] billion market cap on [---] million in sales https://t.co/SPmxI4KWoq"
X Link 2018-05-30T11:41Z [----] followers, [--] engagements
"@bradloncar $UMBF & $CBSH (Commerce Bankshares) are two of the finest most conservative banks in the nation. Kemper trained his family well. During the financial crisis I banked with BAC. After seeing the stock drop from the 50's to single digits I moved all client funds to $CBSH"
X Link 2021-03-03T22:24Z [----] followers, [--] engagements
"$FGEN looks like you have to go back to early [----] to see the stock at 21"
X Link 2021-04-07T15:18Z [----] followers, [--] engagements
"@harvey_ramer Got it. Heat pumps are a very interesting subject. Especially when you get in to underground circulating heat sink / heat source"
X Link 2022-06-12T20:39Z [----] followers, [--] engagements
"out about [-----] $PFE"
X Link 2022-08-16T15:10Z [----] followers, [--] engagements
"$OXY up 124bps $XOM up 7bps $USO down 412bps WTI down 502bps Serious disconnect"
X Link 2023-01-04T16:14Z [----] followers, [---] engagements
"@pawcio2009 Yellen no increase in FDIC coverage or protection for excess equity or bond holders. She really did a number on the market. Knocked it down another [---] points on the Dow"
X Link 2023-03-22T23:37Z [----] followers, [---] engagements
"@MaxJacobsCFA I've assumed that $JPM et al are protected on the $30B deposited in $FRC for [--] days. Can't imagine they would have done it AT RISK. Right"
X Link 2023-04-26T13:51Z [----] followers, [---] engagements
"@LiveSquawk @FT $TM EV solid state batteries that charge in [--] minutes and can power the EV for [---] miles on a charge. Not in this article but earlier claim was that the battery would cost half of each current batteries cost"
X Link 2023-10-23T01:34Z [----] followers, [----] engagements
"@Pilot310actuary @LiveSquawk @FT [----] is in this article and is not changed from the earlier assertions by $TM. This article does hang the timing clearly on ramping up to scale production levels"
X Link 2023-10-23T11:08Z [----] followers, [--] engagements
"@wallstlobo FWIW I do not see them as a stand-alone pharma. But there are lots of potential buyers: NVS JNJ ALC PFE Roche Bayer Bausch REGN MRK. Prefer to see a stock deal with PFE MRK JNJ. Foreign companies would have to pay cash"
X Link 2024-04-09T12:54Z [----] followers, [---] engagements
"@yoldash718 $OCUL is not the same. New management is revolutionary"
X Link 2024-07-23T17:46Z [----] followers, [---] engagements
"Nice day for $PFE up 3% despite being exdividend today"
X Link 2024-07-26T13:47Z [----] followers, [---] engagements
"$OCUL Ocular Therapeutix Reports Second Quarter [----] Results Ocular Therapeutix Inc. http://ocutx.com http://ocutx.com"
X Link 2024-08-07T11:49Z [----] followers, [---] engagements
"Funds that increased their positions in Ocular Therapeutix Inc. $OCUL according to the latest quarterly SEC filings: Vanguard Group Inc.: Increased its stake by 41.4% adding [-------] shares bringing its total ownership to [-------] shares which represents about 4.68% of the company (MarketBeat). Deltec Asset Management LLC: Increased its position by 9.6% adding [------] shares making it one of the notable institutional investors in OCUL (MarketBeat). BNP Paribas Financial Markets: Grew its holdings by 373.1% acquiring an additional [------] shares during the quarter (MarketBeat). These increases"
X Link 2024-08-15T11:38Z [----] followers, 10.1K engagements
"$OCUL SOL-1: Ocular Therapeutix (OCUL) is conducting a pivotal Phase [--] study called SOL-1 for wet age-related macular degeneration (wAMD). FDA has accorded the study an SPA as a pivotal trial. The SOL-1 trial plans to randomize approximately [---] evaluable treatment-nave patients with a diagnosis of wet AMD in the study eye. The SOL-1 study is designed as a multi-center double-masked randomized (1:1) parallel group study primarily involving sites located in the United States. It aims to evaluate the safety and efficacy of AXPAXLI Ocular Therapeutix's axitinib intravitreal implant compared to"
X Link 2024-08-31T22:56Z [----] followers, [----] engagements
"Once again $TGTX is ETB this morning on Schwab's TOS. Let's see if it returns to HTB an hour after it opens. The bouncing from ETB to HTB and back is amusing. Best guess: Each morning whatever shares are available are borrowed and then when the stock rises they are sold short. This would explain the morning ETB and the intraday drops in the stock covers late in the day only to be followed by similar pattern of moves the following day"
X Link 2024-09-19T11:43Z [----] followers, [---] engagements
"$TGTX returned to ETB premarket. Likely due to short covering Friday in the breakout. Probably returns to HTB today as shorts return to shorting. TGTX remains a buy the dips and the drop from [--] to [--] PM is one of those"
X Link 2024-11-04T12:12Z [----] followers, [---] engagements
"Yep $MSTR is selling for roughly 4X the value of the bitcoin it owns. So what you are getting is the leverage without taking on the debt directly. It is a very interesting ponzi-like setup. Borrow money at zero interest for [--] years with a premium to conversion of the debt to shares and buy more bitcoin to run up the price faster than the debt comes due. Pair-trade: Long bitcoin short $MSTR. MSTR is HTB - wonder what the cost of borrow is Does it blow up or just keep running as demand outstrips the available bitcoins"
X Link 2024-11-22T22:31Z [----] followers, [----] engagements
"Selloff in $DELL is overdone. They beat on EPS short on revenue. Bought some at [---] too early. FPE = [----] (adj for the dip). Sales of AI cooling racks growing 50% QoQ. Don't have margins on those but you can be sure they are going for a premium. Buying the dip makes sense"
X Link 2024-11-27T13:45Z [----] followers, [---] engagements
"No doubt $TGTX will drop with the market. But there is also no doubt that people with MS will continue to be treated with Briumvi. Newly diagnosed will start on Briumvi and those on other DMT's will continue to switch to B. Buy the dips. The DCF analysis that I posted showed the stock is worth $70 today using a 10% DR"
X Link 2025-02-03T14:18Z [----] followers, [----] engagements
"It is even better than that. The analyst report used in the DCF calculation is low on the sales estimates. Even more important it appears likely that $TGTX will be able to deliver Briumvi as a subQ injection. IF THAT COMES TO PASS you can double the sales and the DCF value of TGTX again. I do have some doubts as to whether B can be done subQ. But IF it works there is an expedited FDA path to approval provided they can show comparable PK/PD of subQ comparable to infusion. Today Briumvi appears to be the best MS drug with very low disability progression and a one in fifty year exacerbation"
X Link 2025-02-03T22:19Z [----] followers, [----] engagements
"$TGTX. Lets take a look at the RRMS TAM. Infused: O $7.6B K $3.8B B $0.3B T* $2B; Sub Total $13.7B Orals: $2B (even orals are switching) Total Current TAM 15.7B [----] TAM est. $19B * Tysabri sales estimate include biosimilar. The Italian study demonstrating comparable effectiveness to the anti-CD20s should help sustain the viability of T but I doubt that will gain traction due to JCV/PML. Conclusions: Briumvi addresses a huge and growing TAM. It appears to be the best-in-class anti-CD20. But at $300M in sales it is just getting started. Delivery by infusion AND subQ will be essential IF"
X Link 2025-02-04T12:41Z [----] followers, [---] engagements
"Trading buy $HON [------] Sell off seems overdone. Long term the spinoffs tend to be very good for shareholders"
X Link 2025-02-06T16:00Z [----] followers, [---] engagements
"@wallstlobo Most stocks are dead until they start moving. If you are not in the move is often so fast there is no chance to get in. I may be deluded but I still think $OCUL is a 10X - 20X"
X Link 2025-02-14T14:01Z [----] followers, [---] engagements
"@semodough $VRNA"
X Link 2025-02-17T21:41Z [----] followers, [---] engagements
"@semodough $TGTX"
X Link 2025-02-17T21:43Z [----] followers, [---] engagements
"@Jon12508683 @semodough I have the same problem. Do not follow $VRNA so this is a first look for me"
X Link 2025-02-17T21:49Z [----] followers, [---] engagements
"$MRK is a great company but with close to half of their revenues ($31B/$64B) coming from Keytruda and the patent expiring in [----] the market is starting to recognize that they will be losing tens of billions of revenue and FCF. Merck $MRK is VERY close to tagging support on a 30year old trend line I started accumulating $MRK too early but I'm adding more here and selling put options. 3.76% dividend yield while I wait for this 200B+ healthcare $XLV name to recover. https://t.co/Iao9xzjzMx Merck $MRK is VERY close to tagging support on a 30year old trend line I started accumulating $MRK too"
X Link 2025-02-20T19:57Z [----] followers, [---] engagements
"@cdnstocktrader Perhaps but needing to replace $31B in high margin revenue is going to be a challenge even for $MRK. Finbox values the stock at 91-125 suggesting that the risk is priced in. But IF revenues drop sharply the debt that looks modest now will weigh on the stock"
X Link 2025-02-20T20:05Z [----] followers, [--] engagements
"$TGTX Neurologists are cautious reluctant to change a med that is working. Briumvi sales are ramping strongly for two reasons. First Briumvi appears to be the best-in-class anti-CD20. Thus new patients are starting B. As this view spreads from academic centers new starts will accelerate. The case for being the BIC is four fold: better outcomes shorter infusion times less likely to experience the crap-gap and no cancer warning in the label. Second other meds are failing. Ocrevus patients are reporting disability with walking heading the list. Some who switch to Briumvi claim improved walking."
X Link 2025-02-21T14:03Z [----] followers, [----] engagements
"At least get the facts correct. Musk is not doing this. Starlink is not threatening this. Given that the use is military the authority to use the service comes through the US government. We have a new President. He should not be doing this IMO but he is the Commander and Chief"
X Link 2025-02-22T18:50Z [----] followers, [----] engagements
"@LeahHoustonMD You guys are dreamers. MDs sold out the future to hospitals over the last [--] years. Now they own you"
X Link 2025-02-22T20:19Z [----] followers, [--] engagements
"$AMZN cheap cp to $WMT PEG's [----] cp to [----] respectively. Lower PE with faster growth"
X Link 2025-02-25T16:24Z [----] followers, [---] engagements
"TRO's are temporary restraining orders. Here temporary is to be a very short term during which the order maintains the status and allows for a hearing to determine if a Preliminary restraining order or a Permanent restraining order will issue. Not sure when the order is appealable. Certainly when it is ordered to be permanent"
X Link 2025-04-01T22:15Z [----] followers, [---] engagements
"Egg prices: It was disease and hen life cycle. The sharp increase was the result of killing tens of millions of layers that were bird-flu-infected. The sharp drop in prices that is happening now is the result of raising hens to the point they lay eggs. That takes 24-32 weeks. The spike was not Biden's fault. Nor is the drop a credit to Trump. https://twitter.com/i/web/status/1914647468756656618 https://twitter.com/i/web/status/1914647468756656618"
X Link 2025-04-22T11:48Z [----] followers, [---] engagements
"@stuhar5 @Lucy3370 I can't be sure. But I really don't care either. At this point I want to watch the sales of Briumvi jump every quarter. And hear how $TGTX will get Briumvi subQ and when. IF they have the cash flows they should be buying stock"
X Link 2025-04-28T19:31Z [----] followers, [---] engagements
"@DrNeilStone I've had many CV shots guessing [--] or more. Had many exposures without infection including caring for my wife who had it another time three others in my home had it. I did not get it. Four years into the epidemic I did get a mild case of CV"
X Link 2025-05-11T20:11Z [----] followers, 26.1K engagements
"Trading buy $UAL [-----] UBS upgraded and raised PT to [---] from [--]. Frontier saying traffic rebounding sharply"
X Link 2025-05-20T15:45Z [----] followers, [---] engagements
"@Lynn49Quest4 Short of a buyout and that does not seem a near term possibility $TGTX will move as sales grow and profitability is demonstrated. The other thing that could move it is news on subQ and that is not likely for months"
X Link 2025-06-27T15:54Z [----] followers, [---] engagements
"@martinvars The visual is nice but here are the areas: US (lower 48) 3.1M sq miles Greenland 0.836M sq miles Alaska 0.663M sq miles Alaska is huge and Greenland is much bigger"
X Link 2025-07-05T19:19Z [----] followers, [---] engagements
"$TGTX Kesimpta eliminates the infusion center entirely but it does not save costs due to the high price of K. Once Briumvi is available as a subQ look for management to undercut the pricing of Kesimpta just as they did with Ocrevus. Briumvi is better than Ocrevus. Briumvi is better than Kesimpta. Better drug lower price Briumvi will dominate the anti-CD20 RRMS drug class. A growing TAM exceeding $10B. https://x.com/i/grok/share/vwlt0e1tEITysTp0jjOvlmwWC https://x.com/i/grok/share/vwlt0e1tEITysTp0jjOvlmwWC"
X Link 2025-07-15T11:21Z [----] followers, [----] engagements
"Nice bounce today in $TGTX. This is not a trade it is a BUY THE DIPS There is no fundamental reason it should be less than the last peak near [--]. EVERY quarter that ticks buy the sales of Briumvi increase the FCF increases the EPS increases. PE looks high at [---] until you understand it only just turned profitable and has a 2yrFwd Rev GR predicted of 57% compounding. (Think that will prove low.) PEG is [---] - With GR's this high any PEG under [---] is a buy and [---] is BUY until it hurts territory"
X Link 2025-07-16T15:28Z [----] followers, [----] engagements
"IF $TGTX was serious about buying back stock now would appear to be a good time:"
X Link 2025-08-04T20:56Z [----] followers, [----] engagements
"$TGTX Earliest Buyback Date: Assuming TG Therapeutics (TGTX) follows a standard two-day post-earnings blackout period and announced earnings on August [--] [----] they could potentially begin repurchasing shares as early as August [--] [----] provided no other material nonpublic information exists and board authorization https://twitter.com/i/web/status/1952478128615629091 https://twitter.com/i/web/status/1952478128615629091"
X Link 2025-08-04T21:13Z [----] followers, [---] engagements
"$OCUL Ocular Therapeutix Receives FDA Agreement Under Special Protocol Assessment (SPA) for Registrational Trial of AXPAXLI in NPDRAugust [--] 2025PDF Version📷Ocular plans to outline clinical trial design timing and development strategy for non-proliferative diabetic retinopathy (NPDR) and diabetic macular edema (DME) at its Investor Day on September [--] [----] BEDFORD Mass. Aug. [--] [----] (GLOBE NEWSWIRE) -- Ocular Therapeutix Inc. (NASDAQ: OCUL Ocular) an integrated biopharmaceutical company committed to redefining the retina experience today announced it has received written agreement regarding"
X Link 2025-08-12T12:13Z [----] followers, [---] engagements
"There are lots of examples. Keep in mind that the practice of law is governed at the state level often under the supervision of the State Supreme Court. Your profile lists RE. So start there. Examination of titles is historically practice of law. But drafting deeds title examination issuance of title insurance in many states is allowed for "parties with an interest in the transaction" rather than attorneys. No educational requirement nor licensure. Doing tax work whether state or federal is inherently the application of law but no one cares to have a lawyer do it. CPA's do it. I did taxes for"
X Link 2025-08-23T12:06Z [----] followers, [--] engagements
"$TGTX Wainwright Conference TG Therapeutics (TGTX) H.C. Wainwright 27th Annual Global Investment Conference Speaker: Michael Weiss Chairman President & CEO Market Landscape & Differentiation 1M individuals with relapsing MS in the U.S.; 300400k treated 80k seek new therapy annually. 50%+ of new starts go to anti-CD20 therapies. Anti-CD20 market split: 3540% subcutaneous (Kesimpta). 6065% intravenous (Ocrevus vs. Briumvi). Differentiation: Infusion time: Briumvi = [--] hour (after first dose) vs. [----] hours for Ocrevus. Cost: 2025% lower to the healthcare system. Tolerability: Lower rates of"
X Link 2025-09-09T13:28Z [----] followers, [----] engagements
"@KobeissiLetter @subyroy YoY +$798B clearly wrong. But 33% looks good. @KobeissiLetter should correct post because it is meaningful just need accurate numbers"
X Link 2025-09-21T01:44Z [----] followers, [---] engagements
"$BUR - Note GM% PEG and Blackrock buy:"
X Link 2025-09-28T12:59Z [----] followers, [---] engagements
"$OXY - CEO was on CNBC on the sale of the chemical division to $BRK: - sale will allow company to resume share buybacks - conventional oil will be in permanent decline starting in 2027-2030 - referred to the $XOM Guyana property with 12B brl* proven and only able to provide 20% of Anglo needs - discussed preferreds owned by BRK and starting to redeem them in [----] - pfd's pay 8% but the 8% is NOT deductible as would be interest so more costly to OXY - pfd's dividends are also not fully taxable to a corporate owner last I knew only 15% of the income was taxed - So Buffet is making out well and"
X Link 2025-10-02T11:58Z [----] followers, [---] engagements
"Oura Ring [--] - This was my second Oura ring. First one lasted many years and I liked the data. The Oura Ring [--] failed after a few months and the company seems to have no interest in a poor product after a short warranty period. Also difficult to get any customer support"
X Link 2025-10-02T19:38Z [----] followers, [---] engagements
"$OCUL 12-24000 people go blind annually from DR in the US. Axpaxli could stop that. Patients with NPDR will soon have a chance to join a study that could protect their sight. https://x.com/i/grok/share/xhlpOIQoKurSJx7gexhUSWtP3 https://x.com/i/grok/share/xhlpOIQoKurSJx7gexhUSWtP3"
X Link 2025-10-03T10:28Z [----] followers, [---] engagements
"$OCUL This will be a series of posts about the dilution caused by the recent $475M stock offering at $12.53. This post offers a hypothetical value of Axpaxli in NPDR and DME (not wAMD). The DR is 10% and I will use $8B as the value of Axpaxli in these indications. NO deduction is assigned for the probability of Axpaxli failure. Why This is evaluating dilution. IF Axpaxli fails taking in $450M is likely accretive not dilutive. :-( How much of the $450M (reduced by costs) raise will be needed for the NPDR studies Considering Peter Kaiser's descriptions of the use of smaller shorter ordinal"
X Link 2025-10-03T12:00Z [----] followers, 14.2K engagements
"$OCUL 6.6M shares traded today. Pretty heavy"
X Link 2025-10-03T21:51Z [----] followers, [---] engagements
"What is $OCUL worth I loaded the Investor day transcript to Chat asked it to summarize it and then to value the company. It came up with peak sales of $5-6B. I think that is low. FV per share $173-198. Here is the link: https://chatgpt.com/s/t_68dd15f2f7c481919c106c4bc014b052 https://chatgpt.com/s/t_68dd15f2f7c481919c106c4bc014b052"
X Link 2025-10-04T14:20Z [----] followers, [----] engagements
"$OCUL So what is the probability that Axpaxli gets approved for wAMD Here are links to how Perplexity and Grok answer that. As the stary-eyed optimist I think they are both low. But decide for yourself: https://x.com/i/grok/share/mUWTtWrjBDi351y1ccXS8zaez https://www.perplexity.ai/search/axpaxli-is-fully-enrolled-in-t-v__UaEWySFqdUVylxuRMUA#0 https://x.com/i/grok/share/mUWTtWrjBDi351y1ccXS8zaez https://www.perplexity.ai/search/axpaxli-is-fully-enrolled-in-t-v__UaEWySFqdUVylxuRMUA#0"
X Link 2025-10-04T14:47Z [----] followers, [---] engagements
"Protecting poultry farms from Avian Flu is important since once infected whole farms are wiped out. But drones Cool Japanese tech giant deploys laser drones to protect chickens drones are hoped to prevent the spread of avian flu https://www.tomshardware.com/tech-industry/japanese-tech-giant-deploys-laser-drones-to-protect-chickens-drones-are-hoped-to-prevent-the-spread-of-avian-flu https://www.tomshardware.com/tech-industry/japanese-tech-giant-deploys-laser-drones-to-protect-chickens-drones-are-hoped-to-prevent-the-spread-of-avian-flu"
X Link 2025-10-05T19:25Z [----] followers, [---] engagements
"$OCUL - a friend asked me about Dugel. I said he was as good as any I have seen. Then I did this Chat on the last company he ran. Stock went from [----] to [--] when Astellas bought it out/ https://chatgpt.com/s/t_68e3b76335548191a8303179594cf1a5 https://chatgpt.com/s/t_68e3b76335548191a8303179594cf1a5"
X Link 2025-10-06T12:37Z [----] followers, [---] engagements
"$OCUL More on Dugel: https://chatgpt.com/s/t_68e3ba711fcc8191b50ed012a3eb6d3d https://chatgpt.com/s/t_68e3ba711fcc8191b50ed012a3eb6d3d"
X Link 2025-10-06T12:48Z [----] followers, [---] engagements
"$HROW - not sure why it is down hard -8.5%. Management changes in the low earning sub Imprimis is routine"
X Link 2025-10-06T16:37Z [----] followers, [----] engagements
"$OCUL did exactly what I have advocated do a raise and run the NPDR trials. Those trials will add billions in revenue IF Axpaxli works and we have every reason to believe it does. It will add billions in NPV to the stock. I have posted the calculations. Shareholders who pull back due to offerings are making a novice mistake"
X Link 2025-10-08T15:25Z [----] followers, [---] engagements
"$OCUL back to [-----] - it took six days. Dugel raised at a great price. I doubt those who sold due to the offering will be able to get back in cheaper unless they already did it"
X Link 2025-10-08T16:11Z [----] followers, [---] engagements
"@paperhands91 Depends on the ruling. IF $LQDA wins outright it will be nice"
X Link 2025-10-08T21:34Z [----] followers, [---] engagements
"1. $UNH very low risk for a probable double over a couple of years [--]. $HROW low risk could do 3-4X in [--] years. Not on your list. $OCUL - in pivotal trials. Risk of failure looks less than 20% to me. But the stock would tank if they fail in one of the wAMD trials. Upside if Axpaxli is as good as billed 10-20X. IF SOL-1 superiority study (2Q2026) is a success probability of a fail drops to sub 10%. That should move the stock to the mid 20's"
X Link 2025-10-08T21:55Z [----] followers, [----] engagements
"@AnnaFlorcia Thank you. You may be right. I can find no authority for that and the FDA is not a party. The court certainly could enter an order against $LQDA that directly or indirectly would compel it to apply for FDA to revise the label. Hope we do not get there"
X Link 2025-10-09T18:13Z [----] followers, [----] engagements
"Cramer just said he is very traditional on valuation but you should look at the PE on [----] and [----] EPS. Here is $TGTX looked at that way: [----] $2.49 [--] [----] $3.15 [--] Current PEG 0.3"
X Link 2025-10-09T22:51Z [----] followers, [----] engagements
"Another $HROW Cramer said he is very traditional on valuation but you should look at the PE on [----] and [----] EPS. Here is $HROW looked at that way: [----] $2.86 [----] [----] $4.34 9.3"
X Link 2025-10-10T12:51Z [----] followers, [---] engagements
"I believe that $TGTX will be able to show that the PK of subQ Briumvi allows approval. The company is working on two formulations one every two months and another every three months. The selection of a quarterly dosing infers that they have confidence that they can do at least alternate months. Keep in mind that I have NO science training. So others will be better at this than I am. I did use the half lives of B and K to get a feel for the area under the curves to simulate what the effective dosing might look like. Here is the graphic:"
X Link 2025-10-11T12:52Z [----] followers, [---] engagements
"$TGTX Briumvi seems to be the KOL choice in the anti-CD20 class. Last November I attended a day of presentations for Neurologists treating MS. There was no explicit recommendation of Briumvi. But a series of case studies treating RRMS were presented and EVERY time patients failed treatment they were moved to Briumvi. The higher levels of Briumvi that I presented is NOT an in vivo study but rather theoretical calculations based on known half lives. That may turn out to be a reliable predictor of in vivo but it is not the same. IF the PK is comparable to infused B they will get approval for"
X Link 2025-10-11T14:27Z [----] followers, [---] engagements
"$TGTX In my crude analysis I assume that Kesimpta will take half of the anti-CD20 market. Call it $6B heading to $7.5B in [----]. That leaves the other half for Briumvi to penetrate. Assuming that B becomes available as a subQ every other month that will more than double the value of the company"
X Link 2025-10-11T14:32Z [----] followers, [---] engagements
"@thomasthedeal $TGTX Rev and EPS 3Q2025"
X Link 2025-10-13T20:18Z [----] followers, [---] engagements
"Call options. I'm suggesting that call options that carry an 82% annualized return to the writer is bullish. But that also reflects my bias. A more even handed assessment would be to say that the stock carries a high implied volatility and thus the options are expensive"
X Link 2025-10-13T22:19Z [----] followers, [--] engagements
"@Reinoud_Biotech @AktienAkademie @Lucy3370 $TGTX I took the PK decay curves in my October [--] post and asked Chat to use the data you provided to modify the absorption curves to account for the delays from SC and slower release. This is the resulting graph"
X Link 2025-10-14T13:08Z [----] followers, [---] engagements
"$UAL trading buy 100.90"
X Link 2025-10-16T13:52Z [----] followers, [---] engagements
"Out 104.70's $UAL"
X Link 2025-10-16T14:45Z [----] followers, [---] engagements
"Wow never expected I could buy $UAL again under [--]. Love my iPad and TOS trading while at lunch"
X Link 2025-10-16T17:16Z [----] followers, [---] engagements
"Valid patents deserve compensation. In the case of essential medicines blocking is rarely the appropriate remedy. A court directed royalty will serve the balancing of the interests of the public and the property rights of the patent holders. That said my guess is that $LQDA will prevail and the patents will be invalid. We will soon hear from the court"
X Link 2025-10-17T03:12Z [----] followers, [----] engagements
"$UAL trading buy 98.26"
X Link 2025-10-17T14:35Z [----] followers, [---] engagements
"$OCUL Could Axpaxli qualify for a CNPV Looks like it to me. I doubt Dugel will miss the opportunity to make the case for a CNPV. https://chatgpt.com/s/t_68f29f1f74ac8191981f987301c4e067 https://chatgpt.com/s/t_68f29f1f74ac8191981f987301c4e067"
X Link 2025-10-17T19:59Z [----] followers, [----] engagements
"@MattBiotech $OCUL I do not think there is any way Dugel could execute faster"
X Link 2025-10-17T20:17Z [----] followers, [---] engagements
"Friends used to tell me to watch Tucker including some of my Jewish friends. I would tell them he was a dope. But I started watching him yep he was shallow and easily bought into lies. This was even before his shift to antisemitism. Not sure that his mental weakness is sufficient to account for his antisemitism but he is still a dope"
X Link 2025-10-17T20:45Z [----] followers, [---] engagements
"@VividProwess Turkey already is"
X Link 2025-10-18T02:31Z [----] followers, [---] engagements
"One petaflop for 204W - Jensen Huang personally delivers DGX Spark Mini PCs to Elon Musk and Sam Altman separately https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-personally-delivers-dgx-spark-mini-pcs-to-elon-musk-and-sam-altman-separately https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-personally-delivers-dgx-spark-mini-pcs-to-elon-musk-and-sam-altman-separately https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-personally-delivers-dgx-spark-mini-pcs-to-elon-musk-and-sam-altman-separately"
X Link 2025-10-18T13:55Z [----] followers, [---] engagements
"In [----] South Africa was taken over by the black population. At that time the GDP per capita was $3400. In [----] dollars the per capita GDP of South Africa in [----] was $2625. There is a similar story for Rhodesia which became Zimbabwe. In [----] Rhodesia had a per capita GDP of $949. By [----] in [----] dollars the GDP had dropped to $781. I think there is a lesson in that. Although I do not believe it is as simple as a racial difference. There is a difference in principles that govern the different racial populations. I suspect that is the causal factor. I would suggest that one of the important"
X Link 2025-10-18T23:28Z [----] followers, [---] engagements
"@shaunrein With a Manhattan class effort we can be self sufficient in rare earths in 12-18 months. In that same time frame China could suffer badly in an all out trade war"
X Link 2025-10-19T01:06Z [----] followers, [----] engagements
"Sliwa has the right to run. His supporters could change IF they wanted to. But they have stuck with Sliwa. What makes you think they would vote for Cuomo even if Sliwa dropped out To have any chance Cuomo would have to have all the Sliwa votes. IF Cuomo really wanted the Sliwa voters he could have offered Sliwa a top position in his administration"
X Link 2025-10-19T01:25Z [----] followers, 15.1K engagements
"@VividProwess I do not know enough about the political players in Israel to have a strong opinion. But Ben-Gvir strikes me as a fine leader and potential successor to Netanyahu"
X Link 2025-10-19T12:54Z [----] followers, [---] engagements
"@ChrisRamsey60 Lemon law. Amazing they wont even stand behind their Cadillacs any more. Buy Lexus"
X Link 2025-10-19T20:07Z [----] followers, [---] engagements
"Here is my $GM story: I had owned a series of Cadillac's and was happy with them. But when I married my wife thought they were too stogy. So I bought her a Buick Riviera but it kept breaking down. The last time the Buick dealer the largest in St. Louis told me I needed to take it to an Oldsmobile Dealer to get it repaired. I complained how could they tell a customer that bought a Buick from the largest Buick dealer in St. Louis to take it to an Oldsmobile dealer for repair. They could easily have shipped it over there and returned it fixed to me if that is what needed to happen. But at that"
X Link 2025-10-19T20:19Z [----] followers, 13.5K engagements
"@vijay9933 @ChrisRamsey60 True. My Cadillacs had quite a few repairs. But I did not know any better until I had Japo cars. With my Lexus's you do the scheduled maintenance and that is it. Other than picking up a nail in a tire - seems nothing ever goes wrong"
X Link 2025-10-19T21:22Z [----] followers, [---] engagements
"@cenkuygur @subyroy You cant be serious. Hamas had no intention of keeping their agreement. They never intended to lay down their arms. That was part of the deal. Hamas breached the deal from the very first day it was signed. They even started killing other Muslims who oppose them"
X Link 2025-10-20T00:58Z [----] followers, [---] engagements
"@SenatorBaldwin LOL Democrats work as well its Republicans as Hamas with Israel Putin with Ukraine China with Philippines Just do it the way the Democrats want and they will WORK with Republicans"
X Link 2025-10-20T10:25Z [----] followers, [--] engagements
"@koshercockney Leaving your country over antisemitism is a last resort. But may be necessary. The US should take in all Jews fleeing UK and Europe. The story of Albert Einstein is instructive: https://x.com/i/grok/share/BwjfBkMYGfnhso3BErdPvmfvi https://x.com/i/grok/share/BwjfBkMYGfnhso3BErdPvmfvi"
X Link 2025-10-20T12:03Z [----] followers, [---] engagements
"While this may be less than claimed I do believe that advances in the algos driving AI will lead to huge leaps in performance and in combination orders of magnitude. Speeding the way to AGI -- Alibaba Cloud says it cut Nvidia AI GPU use by 82% with new pooling system up to 9x increase in output lets [---] GPUs perform like [----] https://www.tomshardware.com/tech-industry/semiconductors/alibaba-says-new-pooling-system-cut-nvidia-gpu-use-by-82-percent https://www.tomshardware.com/tech-industry/semiconductors/alibaba-says-new-pooling-system-cut-nvidia-gpu-use-by-82-percent"
X Link 2025-10-20T12:55Z [----] followers, [---] engagements
"@OpenOutcrier $IRON over $800M in cash"
X Link 2025-10-20T12:59Z [----] followers, [---] engagements
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