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[@Michigan_Value](/creator/twitter/Michigan_Value)
"$HROW down XX% bc of a wild conspiracy theory on CA regulators affecting their compounding business. Recent note from sell side claims 1) settlement likely; and 2) less than X% of revenue at risk. You can't make this stuff up 🤣🤣🤣"  
[X Link](https://x.com/Michigan_Value/status/1978178893522628632) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-14T19:19Z 1268 followers, 9634 engagements


"$HROW $ALC DED drug Tyrvaya: poor trial data but why read clinical trials when salespeople are honest & attractive & really want to hear your opinion doctor and have you been working out Here have a muffin. Poor results matter eventually e.g. Xiidra. Vevye has amazing data"  
[X Link](https://x.com/Michigan_Value/status/1952715390464704964) [@Michigan_Value](/creator/x/Michigan_Value) 2025-08-05T12:56Z 1269 followers, 1494 engagements


"$HROW Melt 8k: $4M up front $87M (2027) FDA approval 1.1M HROW shares Pass-thru + J-code up to $261M Melt hitting $1B+ annual revenue. No royalty. Melt = obvious blockbuster good deal for both companies"  
[X Link](https://x.com/Michigan_Value/status/1971542827407695990) [@Michigan_Value](/creator/x/Michigan_Value) 2025-09-26T11:50Z 1269 followers, 2979 engagements


"Some may see this & think: hmm added biosimilars and didn't raise guidance. is something wrong Understandable but no. Investors asked $HROW to underpromise/overdeliver & starting with 2024 guidance - which they beat despite some issues - they have been. That's what this is"  
[X Link](https://x.com/Michigan_Value/status/1973798531573117270) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-02T17:13Z 1269 followers, 2148 engagements


"$HROW PR today = IR problems = fixed. Immy CEO Saharek out days after presenting at investor day. PR doesn't mention him but new Head of Quality Bridseida Cruz is "known for driving FDA remediation". Market jumps to conclusion: FDA problems"  
[X Link](https://x.com/Michigan_Value/status/1975334920655614012) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-06T22:58Z 1269 followers, 2797 engagements


"Because the FDA's website shows nothing; and because an 8k from 9/12/25 says no FDA problems"  
[X Link](https://x.com/Michigan_Value/status/1975334926435168447) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-06T22:58Z 1269 followers, 1029 engagements


"$HROW initial $250M/quarter Q4 2027 guidance was pre-biosimilars and has not been raised. This "Marks" a huge improvement in how the company does guidance; from probably being able to hit if nothing goes wrong to blowing past if nothing goes wrong & meeting if something does"  
[X Link](https://x.com/Michigan_Value/status/1973798529870229825) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-02T17:13Z 1269 followers, 3413 engagements


"$HROW conservative guidance strategy began X yrs ago. Investors persuaded them late '23; reflected in '24 guide. Also took advice re/ "at least" guidance. '24/'25 "at least" $180M/$280M. CEO gets it now. He has for X yrs. This will become obvious to everyone"  
[X Link](https://x.com/Michigan_Value/status/1974630849967784004) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-05T00:20Z 1269 followers, 2392 engagements


"$IONQ mgmt dumped $1B of stock into the bubble. $RGTI CEO owns no shares. Sold them all. Can't zero though. Companies sold shares into the bubble=cash on the b/s now. $GME did that too & trades at cash now. These will all trade at cash some day. Management knows that"  
[X Link](https://x.com/Michigan_Value/status/1978908622005383659) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-16T19:39Z 1268 followers, 1121 engagements


"@iewney Thoughts & prayers. Fortunately it can't go to zero despite being a worthless company bc the stock they dumped into the bubble is now cash on the b/s. Like $GME which now trades at cash. Mgmt dumped $1B into the bubble at the expense of ya know whoever was buying the bubble"  
[X Link](https://x.com/Michigan_Value/status/1978907011329716310) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-16T19:32Z 1267 followers, XXX engagements


"@genejchan $IONQ computers literally cannot add two X digit numbers together today. The thing you think happened did not happen. And it has been debunked. You're welcome"  
[X Link](https://x.com/Michigan_Value/status/1978922870718738821) [@Michigan_Value](/creator/x/Michigan_Value) 2025-10-16T20:35Z 1267 followers, XXX engagements