40s Prof

Former buy side analyst recently former social sciences professor. Let's see what the future holds.

[40s Prof @40sProf]

Charades that drops the price in oil though!

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

So Vance can say no to the 7 conditions in person again instead of over email? If he is not going to say yes to basically every demand this is just more charades…

[HFI Research @HFI_Research]

The same May/June MOU playbook is being played again by the US.

Hint at concessions it knows it cannot abide by, alleviate pressure on markets, and then escalate.

This is the 2nd time Iran is falling for it as its leverage on the US, oil price, falters with the dramatic decline in the past week.

All the while, another major IPO is slated to come. In June, it was SpaceX, and now, it’s Anthropic.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

🎯

[Ron Ron @Ron_Trades]

Every passing day that $HROW stays in the 30's, the more convinced I am that investors are just illiterate

Read the investor letters.

Listen to the earnings.

Look at the numbers.

There is endless room to expand w/ large TAM and accelerating rate of clinical adoption.

[40s Prof @40sProf]

RT @JonahLupton: $HROW up +15.8% AH after a decent Q3 report… definitely not flawless but the sentiment coming into earnings was quite nega…

[Braden TeWinkel @braden_tewinkel]

$HROW Q3 2026 results

Revenue: $99.3M vs my est. $98.4M | cons. ~$98.5M
YoY: +39% (Q3'25: $71.6M)

Adj. EBITDA: $21.2M vs my est. ~$23M
YoY: -7% (Q3'25: $22.8M)

FY26 guide: revenue $350–365M reaffirmed; adj. EBITDA cut to >$40M (from $80–100M)

[Michigan Value Investor @Michigan_Value]

$HROW is 38% YOY growth considered good? and by the way, Q4 growth is going to BLOW THAT AWAY. Look for 50% YOY growth in Q4 and into 2027.

[Michigan Value Investor @Michigan_Value]

$HROW in case you guys are wondering

[Michigan Value Investor @Michigan_Value]

$HROW Vevye revenue up 75% YOY and 35% sequentially. Turns out Bloomberg data was not "directionally right" after all. And by the way, it was "directionally stupid" to think it was ;-) I kid

[Paulo Macro @PauloMacro]

I'm sure we will never know the story behind this, but someone put up 50k of Brent Jan (COF7) $80 puts and 25k of COF7 $88 puts at 1:03pm today. Great trade if you have a line into Al Arabiya -- congrats to all involved.

[HFI Research @HFI_Research]

Insider trading at its finest courtesy of Al Arabiya.

[zerohedge @zerohedge]

Meanwhile private equity marks
yesterday: 100
today: 100

[Michigan Value Investor @Michigan_Value]

$HROW @EyeFarma cool new article coming out? jk

[Michigan Value Investor @Michigan_Value]

$HROW How Mr. Market views 10 year 40% CAGR growth, here showing consensus +-10% for 2h 2026. @EyeFarma

[Marhelm @MarhelmData]

Our sources indicate a restart of full scale tensions in Iran is imminent, with joint US and Israeli action

[40s Prof @40sProf]

@Daniel39023018 @Michigan_Value @EyeFarma 2026 is there. Not sure what you’re getting at.

[Michigan Value Investor @Michigan_Value]

$HROW - anyone who doubts the story long term needs to explain why this dreadnaught changes its 10 year course. All of the major drugs are up and right, lots of major label improvements and new launches are coming... @EyeFarma

[Jeffrey Currie 🆔++ @CommodMkt]

The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt oil. It's far more structural. Get long, buckle your seat belt, and hang on for the ride.

[Josh Young @JoshYoung]

Will the last barrel out please shut off the lights

[Michigan Value Investor @Michigan_Value]

$HROW people haven't got a clue on Iheezo. They think it's only a money thing, because the doctors like money & Iheezo is a profit center. True, but it's also better for patients. Phase 4 trial about to read out, label expansion coming, Iheezo $5B TAM, currently 2% of that...