Parmicharma

Just my trading journal - Mostly buying shares, LEAPs or selling puts/calls to collect premium
Obviously not financial advice

[Parmicharma @Parmicharma]

One good thing that resonates out of this $CLPT earnings is that both them and $QURE are ALL-IN preparing for the launch of AMT-130. uniQure is heavily staffing as you can see in @DesertDweller93 great tracking of job postings.

Joe talked on the CC about it for a bit.

[Parmicharma @Parmicharma]

@shmilylt No clue, pulled 4mil of guidance and the slowdown seem to be hitting the share price. But both $QURE and $CLPT seem all in for near term approval of AMT-130. Joe just stated will need clinical support in the next 12-15 months. Check transcript for exact details.

[Parmicharma @Parmicharma]

Welp, added 2,000 shares of $CLPT at roughly $12.73

[Parmicharma @Parmicharma]

Added 1000 shares $CLPT at $14.48

[Michael Bigger @biggercapital]

Obsessing over “Decades of Growth” $CLPT

[Parmicharma @Parmicharma]

@peter_mantas @DesertDweller93 Move the revenue predictions up a year

[Peter Mantas @peter_mantas]

@DesertDweller93 Think we have a real shot at a voucher

[Parmicharma @Parmicharma]

@Master_SeaSeo Absurdly cheap, not out of the realm of possibilities the $QURE and $CLPT 3-5x plus next 12 months

[Parmicharma @Parmicharma]

@viatoCEO So much negativity was priced in, no news is good news.

[Parmicharma @Parmicharma]

@Lucy3370 $QURE $CLPT very decent amount carried over on OI

[Parmicharma @Parmicharma]

@Lucy3370 They’ve been hot the last few days. Open interest has been steadily increasing $QURE $CLPT

[Parmicharma @Parmicharma]

@HarrieScarlet @Lucy3370 5,605, but that doesn’t take into account the volume of today, up or down

[Parmicharma @Parmicharma]

$CLPT $QURE
@unknown_tester_

Blackrock added over 500,000 shares, increasing from 1.6m to 2.1m in holdings

[x-propagation @unknown_tester_]

$CLPT

[Parmicharma @Parmicharma]

@DesertDweller93 That’s a very important role to fill, great tea leaf there

[Parmicharma @Parmicharma]

@ACapitalLP https://t.co/5IW4XnIMEm

[Parmicharma @Parmicharma]

Let’s do a simple expected value for $QURE and $CLPT based off of 2025 highs (which imo are lower than when approval does come) and a rough value for bear case if approval doesn’t come or is delayed.

$QURE 2025 high $71.50, bear $12.50

$71.5 x .65 + $12.5 x .35 =$50.85

$CLPT 2025 high $30.10, bear $10.00

$30.10 x .65 + $10 x .35 =$23.07

I’d argue the approval odds are higher, and fair to argue that should use higher than $71.5/$30.1 for the approval values. Point being, current share price is lower than simple expected values.

[Parmicharma @Parmicharma]

@cyberprince_rwo $CLPT in the near term, extremely likely their partner $QURE gets a major drug approval (AMT-130 for Huntingtons Disease), look where they traded last year when good data was released. Now they are much closer to approval. In the long term this partner is one of dozens.

[Parmicharma @Parmicharma]

@greentardscycle @mike98572986 It’ll change someday

[Parmicharma @Parmicharma]

These will not be long term shares, plan to sell in the 20s

[Parmicharma @Parmicharma]

Added another 1000 $CLPT at $14.10