@stocksdd

Do your own DD. I am not a financial advisor. Tweets are just opinions NOT financial advice. disclaimer https://xitter.cf/t.co/OfpttygQ7x…

 USA
Joined September 2011
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73Media
Stocks DD retweeted
Watcher.Guru
@WatcherGuruOct 16
JUST IN: 🇺🇸 Bank of America warns AI investment surge is starting to look like a cycle that could end in major collapse soon.
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Nothing to see here, folks, move along...
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Those in $SPRY $AQST needle free epipeniphrine makers need to temper their mid term sales expectation as this looks to be multiple player mkt. Sold my $spry for a loss. Disclaimer: this is Not investment advice News from last week hikma.com/news/hikma-advance… ir.nasuspharma.com/press_rel…

Hikma advances its epinephrine nasal spray with multi-market regulatory filings

By creating high-quality products and making them accessible to those who need them, we are helping to shape a healthier world that enriches all our communities.

hikma.com
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ALKAbello $7.4B in mcap, net debt (-$230m) $210m cashflow,has internatnal rights to neffy & it's sales force sells neffy to US paedetrics,bolt-on acquisition & MGMT sees CSU ind a upside.Wth $SPRY low valuation, maybe opportune time for ALK-B to make BO offer ? @Sanctuary_Bio
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$spry $aqst $mrna source: grok Anaphylaxis drug market size and growth. US and RoW
🤖 Made with AI
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Stocks DD retweeted
zerohedge
@zerohedgeAug 3
China's AI Knife Fight: DeepSeek's New Model Runs 100x Cheaper Than Anthropic's Flagship zerohedge.com/ai/chinas-ai-k…

China's AI Knife Fight: DeepSeek's New Model Runs 100x Cheaper Than Anthropic's Flagship

Cheaper and cheaper we go... 

zerohedge.com
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When innovative disruptions happen, many businesses become irrelevant. p/e is an irrelevant metric when e is not durable. Eg; 20 years ago a movie theater company was trading wth p/e of <5. Dvd rental, online streaming took off & the movie theater business went belly up #SAAS?
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Have no position in $AQST at this time. But I stand by what I said before. Don't underestimate short sellers. $MIST short interest went up significantly months before PDUFA date & then it traded down with >10x volume upon FDA approval. Do your own DD. This is NOT any advice
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In Dec short interest went up further to 21.99m shares or 20.6% of the float. $720m valuation is too high even after approval. 2024 US market for epinepherine $1.1b & has entrenched competition . $AQST Check what happened to $MIST share price after fda approval
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$MIST $AQST a lot of retail buy into FDA approval catalyst trade & get burnt. Not every stock will move after approval. Look at valuation, commercialization risk. Some hedge funds are likely playing this trade. $AQST with its $700m mcap has 19% short interest
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Why do $NKTR Nktards tweet EVERY DAY on how great $nktr P2 completed drug is or how much $lly will settle their suit for ? Why not just hold it ? #Netards
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$NKTR Nktards - There is not 1 day that goes without you guys tweeting how "undervalued" a P2 completed asset is in an overcrowded market. If it's so "undervalued" and risk is low , just hold it. Why tweet every day on it ?
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$PLTR expected 2025 revenue is ~$4.5b and ebitda is $1.2b but market cap is $0.475T. Wtf Somebody explain this ?
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Stocks DD retweeted
Seedy19
@seedy19tron14 Aug 2025
“Randomized trials are not always needed to approve medical products and this approval is proof of that philosophy” VP $PGEN approved fda.gov/news-events/press-an…

FDA Approves First Immunotherapy for Recurrent Respiratory Papillomatosis

FDA approved Papzimeos, the first immunotherapy for use in adults with recurrent respiratory papillomatosis.

fda.gov
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Stocks DD retweeted
dough
@semodough12 Jun 2025
$MREO even with $INSM getting all kind of attention $MREO just gets no attention for its 2nd drug Alvelestat
Biotech@ej23ny4 Feb 2025
$INSM hit 52 wk high $81.25 / $15B market cap $MREO $3.06 /$475M Alvelestat - similar MOA as $INSM Brensocatib #Bronchiectasis I will make bold predictions based on my opinion that Alvelestat is similar or better than $INSM Benscoatib $XBI $IBB $AZN $NVS $GSK $BYM
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RBC on $RARE
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NEW FROM US: Icahn Enterprises—The Corporate Raider Throwing Stones From His Own Glass House hindenburgresearch.com/icahn $IEP (1/n)
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This is a great thread. While "unrealized losses" in loan portfolio due to IR changes was/is still a scare, the bigger issue is the deposit outflow to higher yield MM/treasuries. And Banks increase in deposit int rate, wd compress NIM. @biancoresearch @carney
Jim Bianco
@biancoresearch29 Mar 2023
1/8 The failure of these banks was not a one-time event but a culmination of events that have been unfolding for months. @gregip argues it well today ... I embellish below. wsj.com/articles/a-rapid-fin…

A Rapid-Finance World Must Ready for a Slow-Motion Banking Crisis

Though the Federal Reserve and FDIC have stopped contagion from Silicon Valley Bank for now, smaller and regional banks could face pressure for years to come.

wsj.com
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Depositors realizing they can earn 4% on safe short term T-Bills while they get close to 0% on bank deposits. This is a key source of continued bank runs. The free lunch that banks used to get on free deposits is ending. Interest sensitivity of deposits is sharply rising
Carl Quintanilla@carlquintanilla25 Mar 2023
APOLLO: The spread between Fed Funds and interest rates on checking accounts “is the fundamental reason why money is being moved out of bank deposits .. highly unusual compared to previous banking crises, where the source of instability has typically been credit losses ..” [Slok]
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2021 - FDIC-insured banks held $2.5 trillion in residential mortgage loans. Banks held an additional $3.3 trillion in MBS. GSEs held $1.5T MBS & have securitized $3.8T MBS.
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