AustinB

The CEOs of $GOTU and $CVM blocked me.

$LFVN is a scam too.

[AustinB @ShortShitStocks]

$DCTH wow!

[AustinB @ShortShitStocks]

@MLmeign1 They have $100M cash on hand, no debt, and an MC of $300M.

They could do a $30M buyback and still fund the majority of a pivotal trial. They're also cashflowing and growing sales, which could allow for favorable debt terms.

[AustinB @ShortShitStocks]

$REPL AdCom prediction:

This will be a repeat of the 2nd $AMLX adcom; statisticians and experts will tear the trial apart. But they’ll vote yes to a softball question they’re being asked to provide cover for the pending approval.

The FDA is not going to go through all of this to reject it a third time, especially after Trump involvement. Plus, the adcom is scheduled right before pdufa… labeling talks will already be ongoing.

[AustinB @ShortShitStocks]

@Antifunbw @Biohazard3737 Yes they did, shortly after Sheep’s post

[AustinB @ShortShitStocks]

@Jonny_fun_guy Huh, fair. I got 22% but maybe I fat fingered something

[AustinB @ShortShitStocks]

I have no idea how $LRMR will pan out. But in this bull tape, with that much short interest, being long into the readout at these prices seems like a no brainer.

[AustinB @ShortShitStocks]

For clarity - no idea on the readout. Just that it seems like a coin flip where heads I lose and tails I make multiple times my money.

[AustinB @ShortShitStocks]

No way. Just enrolling in this type of trial involves interviews that understand your background and validates the MDD diagnosis. It’s not therapy but it is a discussion that makes you think about your life, and it happens in the days/weeks before dosing day. $DFTX

(Full disclosure I am still bullish on $DFTX, but no position.)

[AustinB @ShortShitStocks]

@seedy19tron @a_a_free Interestingly their drug may very well be the best. And the company is certainly the most affordable. Long $ANL

[AustinB @ShortShitStocks]

@LocasaleLab Not to mention this was second line. What will we see in first line?

[AustinB @ShortShitStocks]

This is a novel mechanism which showed clear separation in pancreatic cancer in a monotherapy study. The mechanism lends itself to ~30% of all cancers. And it also has a safety profile supportive of combination therapy. 6 months today with refinement of the mechanism and combinations means years in very near future.

Think about BTK inhibitors. We didn’t stop at ibrutinib.

Anyways, your argument seems academic and pedantic. My uncle died of pancreatic cancer. I can assure you, “just 6 months” with better pain and patient satisfaction metrics means a lot.

[AustinB @ShortShitStocks]

@internpierre When did you pull the second hand platform numbers? Saks Off 5th bankruptcy sale had BC at -80% to -95% retail price. Lots of people probably bought and listed new with tags to profit. Give it time to shake out or pull numbers from pre Saks bankruptcy.

[AustinB @ShortShitStocks]

@bio_value @Biohazard3737 Personally speaking, there is zero chance psilocybin is placebo.

[AustinB @ShortShitStocks]

Where does $NVO go on another liver adverse event report from Foundayo? Are monthly OTM calls worth it for potential upside?

[AustinB @ShortShitStocks]

$XBI Ultimately Makary was his own worst enemy. Often said the right things, but the implementation was reckless and guided by academic dogma rather than a diligent and structured assessment balancing patient needs and prior commitments. $QURE $REPL https://t.co/Ih8WV8iocV

[AustinB @ShortShitStocks]

Awesome news. Can we fire this asshole too? $XBI $QURE $REPL

[Andrew Nixon @AndrewNixonHHS]

@Tim_Corr Throw accusations out like the company did?

[AustinB @ShortShitStocks]

@denis_maxxing Not degen.

These companies operate on thin margins. Consumers are spent. Oil prices high. Any new headwind that reduces bookings will be devastating.

Don’t need this to cause a pandemic for cruise stocks to go down. Just need people afraid to book cruises.

[AustinB @ShortShitStocks]

@SenWarren @JetBlue @SpiritAirlines @JusticeATR @USDOT I refrain from political posting on this account. I mainly post about stocks and shitty companies.

But today I’ll make an exception for a shitty senator. Get your head out of your ass.

[AustinB @ShortShitStocks]

@CloisterRes Ha yeah that’s the beautiful work of art I was looking for

[AustinB @ShortShitStocks]

@CloisterRes The LLY comment was that at week 3, 20k patients were on it. With a monthly script shouldn’t you divide weekly by ~4?

It’s hard because it’s in active growth. But LLY comment is the cumulative under area for week 0-week 3. It’s not new TRx week 3.

[AustinB @ShortShitStocks]

I do think AXS-05 has a >50% chance of approval. But I also think the FDA’s recent data quirks likely have some spill over to CDER. Market doesn’t appear to be pricing in the potential for rejection. Puts are probably at a price worth buying for the downside surprise. $AXSM