We Are Short $SLS
SELLAS is trading like REGAL is already a success.
We think the market has mistaken a slow blinded death count for proof GPS works, despite the program entering Phase 3 on the back of just 10 selected vaccine-treated patients vs. 15 historical controls and power assumptions we believe do not reconcile.
At nearly $3B, this is one of biotech’s most expensive coin flips.
FULL REPORT:
https://t.co/eaD5fKpsU6
We Are Short $TROO
After a forensic review of SEC filings, Hong Kong court records, and TROO’s so-called “investments,” we believe this is a closed-loop shell trading on optics — not cash, not operations, not reality.
We see 80–90% downside as this story unravels.
FULL REPORT: https://t.co/TLXncWyy0v
Happy New Year from BMF Reports.
Next week we’re releasing a short report on a $450 M public company trading at ~4x book despite losses, a $50M lawsuit loss, Cayman liquidation attempts, and a CEO with a deeply checkered past. Circular share deals with a cash-strapped public counterparty, shared directors, spending that exceeds reported cash, and a bottom-tier auditor.
So to explain the $CAPR situation, it’s like closing your eyes while having Intercourse with another person besides your spouse, like a I can’t see you— you can’t see me type of thing. Similar to P-Hacking like it’s technically not cheating.. but it kind of is you know.
Thread: We’re short $AVXL.
This isn’t a biotech—it’s a narrative mill. Missed endpoints, post-hoc stats, court-flagged omissions, and a financing machine behind a Fifth Ave mailbox. Let’s cut the spin. READ FULL REPORT: https://t.co/irUWOfNYte