Siika aka "Fisu"

[Siika aka "Fisu" @Fisuliini]

@DLishok77635 @KabraxFX But LMND wont grow 50-70% when reinsurance does not affect growth, and they grow to the size of Root, it will be probably still be faster than Root because of the amount of money they use to market.

[Siika aka "Fisu" @Fisuliini]

@JaTakala DTC kasvua tosiaan skaalataan markkinatilanteen mukaisesti, mutta agenttien ja kumppaneiden kautta kuitenkin pysyttiin onneksi kasvussa, ja nuo kanavat kasvavat ilman että markkinointikulut kasvavat, näkyy sitten other insurance expense rivillä. Combined ratio 91% on tosi hyvä.

[Siika aka "Fisu" @Fisuliini]

@rethink15411429 In which metrics $root is not cheap in your view? Profit has taken hit in past quarters because of the investments in their technology. If they can maintain 15% revenue growth while being profitable, that would be great. They don't chase growth if its not profitable for them.

[Siika aka "Fisu" @Fisuliini]

@Biotech2k1 Lack of guidance also makes possibilities for those believe in the company and in the story. Because of the lack of guidance, analysts have been wrong many hundred % on quarterly reports.

[Siika aka "Fisu" @Fisuliini]

@Biotech2k1 It could scale fast with the new partnerships, we will be smarter at the end of the year.

[Siika aka "Fisu" @Fisuliini]

@mavix_leon Divide RNG to its own company, or sell it.

[Siika aka "Fisu" @Fisuliini]

@JonahLupton @Brian_Stoffel_ I hope they don’t move to drones, imagine the bad PR even if only one drones drops because of malfunction. Nobody would use those anymore after that. Well you could say the same about airplanes, but I think public would see that differently.

[Siika aka "Fisu" @Fisuliini]

@Biotech2k1 Always reading your posts, usually dont have anything to add to the conversation. I will also share my biotech pick: https://t.co/MiGhSIbnzT

[Diamyd Medical @Diamyd]

#Diamyd Medical’s pivotal Phase 3 Type 1 Diabetes trial clears last safety review ahead of early readout in March 2026 https://t.co/o0dRWc6qwW

[Siika aka "Fisu" @Fisuliini]

Has someone written good up to date analysis on $BETR ? Also interested in the older ones. Please link me in the comments.

[Siika aka "Fisu" @Fisuliini]

@goddreng10 @investseekers You mean the fastest drug launch ever? Sure bro. https://t.co/oLv9llrRYJ

[Adam May @A_May_MD]

$NVO is in the midst of the fastest drug launch of all time with oral Wegovy over the last 2 months. Not the fastest for $NVO. The fastest for any drug company ever.

Yet, during that same time period, their stock has (*checks notes*)...experienced its sharpest decline ever...EVER!

A fascinating case study is developing here over pricing in investor expectations and the extremes to which sentiment can swing.

Not only has $NVO had its worst stock crash *ever* (down >40% since late January) right in the middle of the fastest drug launch of all time...

...$NVO has now round tripped its entire obesity run...as if the whole obesity craze never even happened!

The stock was in the $40s on the day that injectable Wegovy launched back in 2021, now 5 years later it struggles to maintain the mid $30s. If you go back 10 years from today, the stock is up only ~30% over the last decade, getting absolutely trounced by any index you want to put it up against.

All of that with the society-altering obesity craze in between.

Coming back to the recent move, it's been bizarre to see investors' negative reaction to the cagrisema vs tirzepatide study reading out negative for cagrisema when...anyone who even remotely analyzed existing cagrisema data had to have known that study never had a *CHANCE* at hitting. The fact that the markets could be *that* inefficient by pricing in so much value for that cagrisema study is almost too much of a stretch for me to believe...

Investors have focused on the cargisema study not meeting (apparently somehow still very bullish???) expectations while largely ignoring the oral Wegovy launch that has been breaking every expectation that they had previously set for it...Negative sentiment begets negative sentiment, sometimes directly in the face of objective reality.

Like I've mentioned, pharma isn't really my specialty, but this will be an interesting case study for me to continue to learn from. It'll probably be a good one for the pharma industry at large down the road given how extreme the changes in sentiment have been.

In the meantime, I am buying the Novo dip, though my pharma trades tend to be very short term largely because I use margin to conduct them.

So, will the nonstop $NVO stock crash reverse soon? IDK, but owning a drug company at 5 year lows that is also in the middle of the literal fastest drug launch of all time...does seem a bit asymmetric 😅

[Siika aka "Fisu" @Fisuliini]

$ROOT institutional ownership is rising steadily, even though share price is dropping. Retail is selling, or shorts are pushing the price down.

[Siika aka "Fisu" @Fisuliini]

@KabraxFX Tmdx delivered so bullish news and flights that any turbulance doesnt affect it

[Siika aka "Fisu" @Fisuliini]

@pensionspengar They are investing in Private Equity Firm, which still does not know what it is going to invest in, so it is not investing or related to casino industry. After thinking for a while, the PE firm is going to invest in Evolution $EVO Genius 💰💰

[Siika aka "Fisu" @Fisuliini]

Im listening the call, first time I feel like they are promoting the company! Feels very bullish, and thousand times better than the last quarter call.

[Siika aka "Fisu" @Fisuliini]

@bjmtweets @KabraxFX where the heck are you guys?! Need your expertise on chewing these results.

[Siika aka "Fisu" @Fisuliini]

Im definitely seeing some changes in tone in that letter. Seems like they listened to investors, and learned. Loved this AI chapter:

[Siika aka "Fisu" @Fisuliini]

$ROOT is the leading AI insurance company. ”As a company whose founding principles lie at the heart of AI” ”AI is not just about chatbots or RPA.”

[Siika aka "Fisu" @Fisuliini]

$ROOT is the leading AI insurance company. ”As a company whose founding principles lie at the heart of AI” ”AI is not just about chatbots or RPA.”

[Siika aka "Fisu" @Fisuliini]

@_JaceofSpades @CernunnosCap @call_lee_free @jason_howerton What did you disagree with that above post?

[Siika aka "Fisu" @Fisuliini]

@Wilenius14 AI:n suurin hyöty on mielestäni juurikin sitten vaikeampien lajien kuten auto hoitaminen sekä vakuutusten hinnoittelussa.

[Siika aka "Fisu" @Fisuliini]

@Wilenius14 Hyviä pointteja suuntaan ja toiseen. Tuosta pos. 1. niin 🍋 on paljon lemmikkivakuutuksia joiden korvausprosessi on yksinkertainen, lasku tulee, lasku maksetaan. Ei siihen AI tarvita, ja Suomessakin uskon jokaisen laitoksen tuollaiset helpot automatisoineen. 1/2