Teldar Paper

The two most common elements in the universe are hydrogen and stupidity

[Teldar Paper @Paperboy2009]

@CNBC I took my first (three) Waymo this weekend in Houston. It was an amazing experience and I can’t wait until it’s available in NYC, and around the country. The tech is terrific, and the roads will be much safer with the potential of less human error. $GOOG $GOOGL

[Teldar Paper @Paperboy2009]

@PersimmonTI Insider buy means that nothing happening for a while

[Teldar Paper @Paperboy2009]

@Biohazard3737 $CGON dragging their feet too. Originally first half, then near term in August. Still waiting.....ridiculous

[Teldar Paper @Paperboy2009]

@HulkCapitalPro Big buy on the Jan 830s last week $META

[Teldar Paper @Paperboy2009]

@DuarteSatirico @Quantumup1 @STL_Biotech So one of the other two should buy $vstm

[Teldar Paper @Paperboy2009]

Go g-men. What a win!

#Giants

[Teldar Paper @Paperboy2009]

@A_May_MD I wish this wasn’t such a toxic place. It should be a place where people like Adam can get the glory they deserve. He / they are great additions to the platform.

[Teldar Paper @Paperboy2009]

@BATMongoose @pnani456 But they can’t sell ILD, so they’d be limited

[Teldar Paper @Paperboy2009]

Maybe now that we know that $MRNA isn’t curing all cancer, their meme stock status will be revoked and money can flow back to other $xbi names with good science.

[Secular Investor @FeldtInvesting]

$KURA The most undervalued commercial onco-play?

Late 2025 approved AML drug ziftomenib is rapidly gaining traction: Q2 sales $9.1M (+57% QoQ), and they already have the majority of new starts in r/r NPM1m AML (per Kura). IMO, investors have underestimated the once-daily dosing vs $SNDX twice-daily + potential cardiac safety edge.

The biggest upside is still frontline AML: $350-400M current US TAM vs $7B expanded TAM. Mgmt sees $3B peak sales potential. ASH (abstracts Nov 4): possible aza/ven durability, FLT3 combos & broader AML data. Earlier 96% CRc with ziftomenib + 7+3. Durability will be a key, a lot to expect for esp. updated data at ASH in dec.

Risks: J&J bleximenib (Ph3, update schedule not given) & $SNDX competition.  
A great commercial play with significant upsise, and if the frontline data holds up, we are looking at 3x-10x the valuation. CEO just having bought shares twice and talked about adding also reassures the long term theses. 

Next catalyst: earnings and ASH abstracts both in two weeks. 

Do your own DD.

[Teldar Paper @Paperboy2009]

@A_May_MD @my_ueg Too bad it just doesn't seem to fill any other companies needs. Shame....

[Teldar Paper @Paperboy2009]

@MadCowCapital @seedy19tron Denny would also like you to call him whenever you have a paper cut so he can come on over and pour some lemon juice on it.

[Teldar Paper @Paperboy2009]

@seedy19tron Just bridge any gap with a hefty CVR on the CD data and accept the highest offer already $ABVX

[Teldar Paper @Paperboy2009]

@KikePerdi yes, sold

[Teldar Paper @Paperboy2009]

Big line in the sand on $LQDA drawn with a big block of April 35 Puts being SOLD to open

[Teldar Paper @Paperboy2009]

@seedy19tron It is certainly down from where you must’ve bought it, why don’t you buy more tomorrow? Are you saying that perhaps something’s gonna happen overnight that would not give you the chance? $EWTX

[Teldar Paper @Paperboy2009]

@HulkCapitalPro Low Vol up, high vol down

[Teldar Paper @Paperboy2009]

@A_May_MD Can't imagine this is a part of what she was referring to. Bigger things to come?