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Pharvaris: CHAPTER-3 Data Lands This Quarter And The Setup Is Favorable $PHVS $XBI $SPY moleculetomarket.substack.co…
Stephen Ayers retweeted
When you buy a $6 black coffee and the cashier spins the iPad around with a 20%, 25%, 30% tip screen:
Dumb customer:
- Panics under the cashier's stare
- Clicks 20% out of guilt
- Pays $7.20 for poured water and beans
- Complains about it in the car later
Smart customer: ↓↓
A little under a year ago, I proposed that $RYTM would be the next big public obesity takeout.
Its stock is now up a solid -10% since, after the latest rumors—coming just within 10-20% of $SPY returns.
Follow me for more great ideas. 💡 seekingalpha.com/news/451673…
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after our egos are bruised, we go back to what we are most familiar with.
President Trump Delivers Remarks, Nov. 4, 2026 xitter.cf/i/broadcasts/2onAeamgj…
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Last year's heroes in biotech investing become this year's memes.
That's just the way it is.
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$AXSM
Got some 100/200 and 110/200 Jan 2028 call spreads
ADA uptake will take time but innitial trend is good
Here is comparison b/n >65y old (left) and <65 y ( right). Clear jump in prescriptions in 65y+ group. If the trend continues, next Q we will have great results
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$MLYS Now under the fair value I called for back in June ~$26/share. Still probably a "Sell" though. seekingalpha.com/article/491…
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$AXSM as predicted, ADA is a challenging space.
Strip out the one-time Sunosi milestone and Q3 product sales missed expectations. Higher Q4 GTN discounts. Challenging '27 path vs. estimates.
bro is about to have a seizure.
The wife, kids, and I are all housebound with the flu on Halloween. Body aches are absolutely insane. Whatever this is, it’s way worse than COVID (IMO). Probably going to DoorDash candy for the kids tonight.
Readers added context they thought people might want to know
A 106.5°F reading as shown is hyperpyrexia, a life-threatening medical emergency requiring immediate care, unlike typical flu fevers which are usually below 104°F.
webmd.com/a-to-z-guides/…
my.clevelandclinic.org/health/disease…
mayoclinic.org/diseases-condi…
cdc.gov/flu/signs-symp…
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Grew up with Windows. Have had Mac for several years. Still not used to it. Even downloading apps. Am I just getting old?
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