GratefulCompounder

Thriver. Long haul investor. Magnet to mountains, sea, trail and campfire. Happily chopping wood, carrying water.

[GratefulCompounder @GCompounder]

$TGTX $103.6M Q4, $310M FY24 rev bumps; rev⬆️~40% last 12 mo. ‘25 rev projected: $525M US, $540M global; test of self-admin SQ Briumvi ev other mo. dose; other autoimmune dx trials ie myesthenia gravis; Ph1 progressive MS trial allogeneic CD19-directed CAR-T tx. Buybacks continue

[GratefulCompounder @GCompounder]

@NeelyTamminga Look what this smartie did improving upon the Swedish/German/adulterate-to-your-chosen-nationality pancake. I only interrupt shovelcising for important distractions like this 🤭 en route to this …

[Tinne Rasmussen @RasmussenT56381]

@M17828764Marion That is a pretty good carnivore analogy. Ofcourse it is not just like crosaints, but it is good 😄

[GratefulCompounder @GCompounder]

Agree. Multiple contributing factors:
$AXSM’s AXS-05 is efficacious, safe in MDD, ADA & off-label ADHD use. Med reduction acts rolling out across the nation - psych & addiction medicine. ADA tx alternatives = ⬆️⬆️ risks beyond BBW. Multi-functional meds will ⬆️ in use/FDA favor.

[Bill Miller @BillMiller32]

I believe $AXSM 05 will definitely be approved in ADA b/c ext need & safety(the reasons for BTD) are still operative issues w only BlackBox atypical antipsychotics as alternative TXs. IOWs, IVO the totality of ext positive evidence, the case is imo v.clear!:-) $XBI $IBB

[GratefulCompounder @GCompounder]

@161phi Though people with autism are very perceptive making meaning via other senses ie touch, movement, smell. They have a different wisdom. Stanford’s Autism Glass Project partnered w/ $GOOG. Cognoa (uses AI/ML to diagnose & treat autism) licensed that tech, didn’t bring to market.

[GratefulCompounder @GCompounder]

@161phi @fire_options @OneMoreif @mg10012 @trentkelp lol. I am with you. Big dividends in losses.

[GratefulCompounder @GCompounder]

@NeelyTamminga No more important work than to raise a wonderful human. Think how much the world needs more bright & loving ones. The ultimate gifts: roots & wings ❤️🫡.

[GratefulCompounder @GCompounder]

https://t.co/PfNbboOtJ2
Watch for governments, entitlement programs, insurers, etc. to step-up risk mitigation & cost containment efforts.

[GratefulCompounder @GCompounder]

$LLY $NVO $VKTX DM2 & obesity - only trees in the most costly forest of problems our medical system has seen (from micro- to macrovascular problems.) By 2045, the IDF expects diabetes diagnoses to reach 783 million w associated healthcare costs alone (not loss of work) > $1054B.

[WSJ Business News @WSJbusiness]

Eli Lilly Says Weight-Loss Drug Sharply Reduces Diabetes Progression https://t.co/sDMVCAYP5y

[GratefulCompounder @GCompounder]

$TGTX Recent VA contract: Briumvi now preferred drug on VA Formulary for patients with RMS.

Initiated Ph1 trial evaluating subQ ublituximab in RMS, 1st patients already dosed. Topline data expected early ‘25 followed by Ph3 trial starting mid-2025.

Firing on all cylinders.

[GratefulCompounder @GCompounder]

$TGTX Still out for a run. Briumvi surprise profitability and Q2 earnings beat by 157% with ⬆️ sales. FY24 guide ⬆️ 15% from prior. Projected $3.36/sh profit in ‘28. Through ‘42 patent runway. Via new credit facility, buyback of up to $100m in outstanding shares.

[GratefulCompounder @GCompounder]

@NeelyTamminga Congrats to your family, Neely, on your trek up the mountain 🏔️🎉!

[GratefulCompounder @GCompounder]

@TakNevimNevim Alps 🧲. A feeling; one carried forever ✨.

[GratefulCompounder @GCompounder]

@NeelyTamminga @DISTILLIQ Built perfect for your purpose with eyes & ears humble and curious enough to pivot into many unknowns. Answering these “calls” will keep opening up new doors - within & without. Congratulations, Neely! 🍎💚

[GratefulCompounder @GCompounder]

@NeelyTamminga The ultimate long-term investment. You’re not likely to know all the dividends your work pays. Thank you, Neely! ❤️

[GratefulCompounder @GCompounder]

@TradersRetreat I will be praying for Lyla’s full healing and for mercy & love to be with her as she endures this storm❤️. May you and your wife also be given extra strength & energy as you steward Lyla through these days. Look up 🙏.

[GratefulCompounder @GCompounder]

@Josephfattorus1 Tiara 😉

[GratefulCompounder @GCompounder]

@161phi A lot of life lessons in that round of Cliff GPT:

You need an uncomfortably long amount of time to learn much.

Act as momentum investors but with a time horizon more appropriate for value.

We imagine every big, new thing to be a panacea.

[GratefulCompounder @GCompounder]

@NeelyTamminga Speak of the devil ….

https://t.co/ICYWek88w6

[GratefulCompounder @GCompounder]

@NeelyTamminga Why the shroud of secrecy around BNPL on a micro-level? Aside from the retailer, themselves, who knows BNPL sales as a percentage of overall sales? Sounds like this isn’t tracked by LexisNexis.

As importantly, what 🌊 comes after the Lipstick Effect?

[GratefulCompounder @GCompounder]

@161phi Recounting of early COVID policy decisions is interesting, indeed. What hasn’t been studied are the “vulnerable” she describes who survived going out to socially manage their lives/needs vs remaining isolated. Was it good health, a robust anterior cingulate cortex, luck?