@DesertDweller93@punishedforest It’s a spot on method. Although some hires happen discreetly through recruiters, public listings are a clear view into future needs and plans. Keep up the good work.
This is complete B-U-L-L-S-H-I-T!! The whole purchase was a tax play. The benefit is the amortization of intangible assets. The Clippers created huge tax losses on paper that allowed him to offset the Microsoft stock gains.
You losers on this podcast are too stupid to know what is going on.
First off, this is an incredible day for HD patients and families. A generational, devastating, slow-bleed disease with no disease-modifying therapy now has the first ever GT in sight in the US. The rollercoaster has been real, the wait has been brutal, and today’s FDA re-alignment is long overdue. These families deserve this. I’m genuinely happy for every one of them.
From a capital markets perspective, $qure is incredibly undervalued at current levels.
The 3-year data that was always sufficient is now formally accepted as BLA-grade. No sham surgery — standard-of-care confirmatory control instead. RMAT added to Breakthrough and Fast Track. UK MHRA MAA filing Q3 2026, with the brand new MHRA-FDA liaison programme announced yesterday providing direct transatlantic alignment. Gulf states real. AMT-260 readout Friday now worth more from a platform validation standpoint. And Sung’s recent public comments about his patient cohort suggest the 4-year data will be compelling.
Sell side will take time to update models and they need to answer “what is the US worth, what is the UK worth, what does early label access look like.”
But at $81 with Prasad at CBER, no MHRA movement, and none of today’s catalysts, the market found fair value.
Today’s setup is materially stronger on every dimension. The models will catch up.
The compounder awakes.
$qure
Re $QURE news, I texted w/ Lauren Holder, a Huntington’s disease advocate who is also living with the early stages of the disease. Here's what she said:
“I'm literally crying right now. I'm so happy that I don't even know how to put what I'm feeling into words.”
She added, “This is the best-case scenario for our community,” she added. “This happened because of advocacy. This happened because dedicated patient advocates refused to give up, because this community continued to show up, speak up, and fight, even when it felt like no one was listening. Today, it feels like we were finally heard."
@DesertDweller93@DrMakaryFDA 70% concentration is by itself not strange. 70% concentration in biotech is for the wild ones. 70% concentration in qure might be for the deranged.
Have walked the path. The end could be heavenly.