Mike P

Trading Bio to be financially independent. Sharing my Logical and financial assumptions In a way that everyone of us can understand.

[Mike P @MikeBio6]

@BehroozNajafi @YYDSxjm $TGTX I do not think this was a pump and dump. Someone had some news. they picked up options most probably as a safety for short positions.Price action and options movement for the next one month would determine if there is a near term sale of the company.

[Mike P @MikeBio6]

@Biotech2050 your are spot on $TGTX . In all the prior quarters it has repurchased shares as and when possible and previous quarter was the one in the last 6 quarters where the 1) program was authorized , 2) amount was there to purchase. 3)Stock price in low 30's still no repurchases happened

[Mike P @MikeBio6]

@Biotech2050 $TGTX The two candidate explanations:
(a)Contingency capacity: The March increase was headroom,not intent.
(b)MNPI blackout: If deal discussions began during Q2 2026, suspending buybacks is standard legal practice. A hard stop of $100M/quarter to $0 immediately post-authorization

[Mike P @MikeBio6]

@Biotech2050 Why this pattern matters: A company that front-loads $100M into a single quarter, fills the program to within $8K of the limit, triples the authorization in the same month — and then buys nothing for the entire next quarter while holding $482M cash — is behaving unusually.

[Mike P @MikeBio6]

@oliviatrading_6 Would be in the range of 75- 95 with cvr mostly. Would be a yahoo movement at 110.

[Mike P @MikeBio6]

$TGTX someone trying really / shorting hard to keep the share price below 55 at close today. Have a great weekend 🍺

[Mike P @MikeBio6]

@unnatural78 @FreddieMac30 @biotech_bro Acquisitions in general and based on prior completed ones happen way before the peak revenue and multiple factors are taken into consideration which includes calculations of peak revenue. It also includes synergies of the party that is acquiring.

[Mike P @MikeBio6]

@unnatural78 @biotech_bro Why do we want to assume that no one would pay what the management is asking for. If the other party is interested a deal could be done in a lot of ways. Stocks , cash, cvr in any combination that is beneficial for both.

[Mike P @MikeBio6]

@biotech_bro @unnatural78 $TGTX I agree it’s 3rd to the market and a me too product. But isn’t it one of the best?. Why would it be irresponsible by the management if they are enhancing shareholder value. this management would be in the top 5 percent in terms of execution and maximizing shareholder value.

[Mike P @MikeBio6]

@BehroozNajafi Assuming shorts don’t understand science or the real world results. The revenue is real, the TAM is real, the margins are real, taking the market share from others is real, execution by the management is top notch. Shorts would really be playing with fire on $TGTX at this point.

[Mike P @MikeBio6]

I don’t think shorts are still covering their positions in $tgtx . The volume is not reflecting it. If they cover atleast one third of their positions this should be north of 70.

[Mike P @MikeBio6]

$TGTX something is odd either shorts are too complacent about the news or this news was just for the buyer of calls to make profit on their investment. I hope to see the news mid day today with a halt.

[Mike P @MikeBio6]

@DonnaAnnleffler Irrespective of the news I hope shorts cover there positions in $tgtx as it’s pretty evident that some news would be flowing in the coming days.

[Mike P @MikeBio6]

@DonnaAnnleffler Possible and pretty sure at this point someone knows something about the timeline. The 2800 $tgtx calls that got bought yesterday were most probably for covering short positions in case of any news.

[Mike P @MikeBio6]

$MREO Gemini report on probability of success taking only the technical aspects of the Setrusumab (UX143) https://t.co/rsHX13W3Ss

[Mike P @MikeBio6]

$KVUE 21 is the buyout price. even if you consider 15 percent drop in $KMB Price in short term it should effectively trade around 18. Why is it trading below 17?. I see lot of them wanted to get out of this trade and risk.

[Mike P @MikeBio6]

@Biohazard3737 I usually agree with your tweets, but I see this one differently. It’s not that it’s wrong—just that it overlooks how global fiat currencies may lose value due to current government policies. That raises real questions about future investment options.