Beef Stewart

Nothing posted or shared on this account is investment advice. These are just my opinions. Always do your own due diligence/research.

[Beef Stewart @RealBeefStewart]

@rosary_weapon @fordnation 2 of 2:
Early Soviet estimate 1945–1950:
Claimed ~4M deaths @ Auschwitz
Based on limited evidence & propaganda-influenced reporting
Later historical research (1960s–1990s):
Used:
Transport records
Nazi documentation
Deportation data
Camp records
Result: ~1.1M
~90% of them Jewish

[Beef Stewart @RealBeefStewart]

@rosary_weapon @fordnation lol, this is extremely easy to reconcile if you are asking in good faith.

Treblinka (~800,000–900,000 Jews murdered)
Belzec (~400,000–600,000)
Sobibor (~170,000–250,000)
Einsatzgruppen mass shootings (~1–1.5 million)
Ghettos, starvation, forced labor, other camps

1 of 2

[Beef Stewart @RealBeefStewart]

@DivinelyLevered How do you feel about it today?

All of yesterday's gains erased.

I am bullish, but disappointed.

[Gabriel Tamez @deusexdividend]

Very good writeup. One of my highest conviction adds $MXCT
- At $0.77 with $1.48 cash per share ($12.5m FY26 cash burn at midpoint)
- Announced DTx platform for top of funnel, addressing a historic weak point
- Arcellx buyout plus multiple data points indicating ex-vivo appetite

[Beef Stewart @RealBeefStewart]

@MaxCyte_info now trades below half of its cash on hand.

This is alarming.

Is everything okay?

$mxct #lifesciences

[Beef Stewart @RealBeefStewart]

$MXCT In other interesting news, BNP Paribas Asset Management reports a new position of 2,773,554 shares as of today on Fintel.

It appears there is still some interest in the stock at these levels.

I believe management needs to work on regaining compliance with nasdaq asap.

[Beef Stewart @RealBeefStewart]

$MXCT Fintel reports that Capricorn Fund Managers Ltd took an 8.2M share stake in MaxCyte as of February 5th, 2026.

While the share price circles the drain, I have to wonder if an activist will step in to rescue the large cash pile from an unsuccessful management team.
#biotech

[Beef Stewart @RealBeefStewart]

@StockDaddy6597 @MaxCyte_info Thank you for your thoughtful reply.

[Beef Stewart @RealBeefStewart]

If you own shares of $mxct, I would love to hear from you now that the stock dropped 50%+ in a month.

What are your thoughts about @MaxCyte_info in terms of their response or lack thereof to the recent, sharp decline?

[Beef Stewart @RealBeefStewart]

@MillseyMx I miss the days where it was 87 cents, as in, I miss 6 days ago... 🙄

[Beef Stewart @RealBeefStewart]

@MillseyMx @MaxCyte_info The hope, I suppose, is that they will engage with prospective clients.

Thus far, their business appears to be a melting ice cube because they have a huge pile of cash, yet may not know how to leverage it effectively.
Even reduced cash burn is insufficient without real growth.

[Beef Stewart @RealBeefStewart]

@StockDaddy6597 @MaxCyte_info There is no excuse for silence in the face of a 50%+ haircut without any material news.

With opex reduced significantly, there should be some funds available to buy back shares when the market cap is trading at nearly half of cash...

I find the silence unsettling.

[Beef Stewart @RealBeefStewart]

$MXCT is it time for larger shareholders to call for change, or will such efforts fall on deaf ears @MaxCyte_info ?

Total silence, as the share price becomes less than half of what it was last month.

Perhaps it's time to reconsider the current strategy...

$clpt $twst #stocks

[Beef Stewart @RealBeefStewart]

@StockDaddy6597 @MaxCyte_info Show me a strategic review at this point.

[Beef Stewart @RealBeefStewart]

I hope this is fruitful... $mxct $clpt $twst

[MaxCyte, Inc. @MaxCyte_info]

From the floor at CGT Manufacturing DACH in Basel.

Great discussions on scalable CGT manufacturing, plus our lineup of plushie cells & molecules!

[Beef Stewart @RealBeefStewart]

$MXCT Another day, another decline for the @MaxCyte_info stock.

Some sort of communication or initiative from management might be helpful in terms of alleviating potential concern from shareholders.

$clpt $tmo $twst $qure #investing #lifesciences #biotech

[Beef Stewart @RealBeefStewart]

@StockDaddy6597 @MaxCyte_info Surprisingly, it appears to still have a majority of shares owned by institutions, potentially including a newer buyer (Fintel shows Capricorn declaring a new position of over 8 million shares).

[Beef Stewart @RealBeefStewart]

$MXCT Is anyone else following this epic collapse?

According to what I can find online, everything appears to be business as usual for @MaxCyte_info

I would guess that other investors are deeply concerned about this 50.32% year-to-date share price drop.
$clpt $twst $crsp

[Beef Stewart @RealBeefStewart]

@DivinelyLevered @MaxCyte_info Do you feel this type of trading action is normal?

Does it not seem absurd?

The stock is in free fall and management has yet to comment.

How do you feel about this?

Why do you think this is happening?

[Beef Stewart @RealBeefStewart]

Silence from @MaxCyte_info management as the share price languishes near all time lows.

Wondering if there is any plan at all to remedy this, or if it will continue downwards in perpetuity like it appears to have done since its IPO

$mxct #LifeSciences #biotech #investing

[Beef Stewart @RealBeefStewart]

@DivinelyLevered @MaxCyte_info Earnings won't be until May for Q1.

Audited FY 2025 should be in March, but I don't think the quiet period was in effect when this stock initially dropped below a dollar last month.

The lack of apparent initiative from management makes me feel concerned.