Micky

Meh

[Micky @MMick1222347]

@semodough Hard to see how a company with a market cap between $20-40b could afford TG. Certainly wouldn’t be a cash offer. $TGTX

[Micky @MMick1222347]

@GeneInvesting I wish they would have indicated pts who have initiated treatment. Last Q they said over 500 pts. That represents over $1b in revenue (split with vrtx) that should recognize within ~9 months of initiation. I am expecting revs to start ramping fast into year end. $crsp.

[Micky @MMick1222347]

@BrettKessler__ They’ve diluted shareholders with offerings several times over the last several years to maintain that war chest. They will continue to do so. $crsp

[Micky @MMick1222347]

@Lucy3370 Looking at the chart voodoo, seeing a cup and handle that started to form March 2025, then a much larger cup and handle going back to June 2021. If it runs above $43 it could really run. $TGTX

[Micky @MMick1222347]

@theliamnissan You’d qualify for Surgeon General of Cybertron. 😃

[Micky @MMick1222347]

Lol, $tgtx posts $205 in rev and a profit with raise for Q1 and struggles to keep a $5b cap. AXSM posts $190m for Q1 and wider than expected loss and jumps 10% at a ~$11b cap. 🤬

[Micky @MMick1222347]

@theliamnissan

[Micky @MMick1222347]

@MaryBschanck @grok is this true?

[Micky @MMick1222347]

@jacked2thatits @zipjet @EL_Goeffrey With all these buybacks, I have not seen the outstanding share count go down. In fact, I just noticed it went UP from 158.8M to 159.7M some time in the last week or two. Any idea why? They immediately giving out bought back shares as options to employees? $tgtx

[Micky @MMick1222347]

@kylegriffin1 War is not a video game. Actual innocent people are getting killed. This is sick.

[Micky @MMick1222347]

@adamfeuerstein Lol, and odds of approval are 0%.

[Micky @MMick1222347]

@cturnbull1968 I don’t see what any prior president has to do with today. Blame them or not, we know these files have some fucked up shit in them. The Trump admin needs to release them all, now. You’d think he’d relish in the adoration from righting this wrong, unless he’s a major perpetrator.

[Micky @MMick1222347]

@Lucy3370 I’m baffled. $tgtx are printing money in growth phase with a p/e under 10. This should be trading closer to how $exel does with one blockbuster and an early phase pipeline (p/e around 18). Makes no sense for them to be this cheap. It’s very frustrating.

[Micky @MMick1222347]

@johniadarola He does, he thinks it’s him.

[Micky @MMick1222347]

@Lucy3370 It’s at essentially the same level it was right before JPM last year for what it’s worth $tgtx.

[Micky @MMick1222347]

$tgtx buying Feb calls today. Expecting great guidance at JPM. Wouldn’t be surprised if we have $300-400m in buybacks next year. $950+ in rev, ~$500 in earnings. This ramps significantly over the next year.

[Micky @MMick1222347]

@Lucy3370 I’m kinda hoping it dips a bit more or at least holds here to end of year. I’m hoping to pick up a bunch of Feb $32 calls for under $2.

[Micky @MMick1222347]

@theliamnissan I believe in you.

[Micky @MMick1222347]

@Biohazard3737 Made me think of this. I can’t imagine wanting this level of subservience. It’s pathetic.

[Micky @MMick1222347]

@theliamnissan *bumper