SP

[SP @StevenP13]

@AnnaFlorcia @sleepydragon01 Any thoughts on Darwin Management fund and their $2.4bn position in INSM? Think it’s a bet on other drugs in their pipeline and not necessarily TPIP?

[SP @StevenP13]

@T_OConnell Have you heard/seen any thoughts from affiliate’s of Stanford Medicine re: Yutrepia? Saw the BSR LQDA/UTHR report. They had the largest scripts surveyed but relatively small Yutrepia scripts

[SP @StevenP13]

@T_OConnell @alex_ahdoot @ValueSniper_670 @Austin__Vee On that note, what downside risks do you see here other than execution risk (lower sales/less market share taken than anticipated)

[SP @StevenP13]

@T_OConnell Good call - followed you on this one with verticals

[SP @StevenP13]

@LPWhisperer What’s the codeup story?

[SP @StevenP13]

@T_OConnell Only if we can get some hype behind MVLA… jokes aside - are you only expecting this craze to last a day, or more so playing the IV crush if it moves sideways?

[SP @StevenP13]

@jvb_xyz Since majority of this spare is KSA capacity, and given they are trying to sell down Aramco and have incentive to keep an elevated price - at what point is this not viewed as “spare capacity” that can come online at any time?

[SP @StevenP13]

@ForAllMarkets Pretty attractive at under $1/share with $50M cash. But agree; would like to see some insider buying at these levels

[SP @StevenP13]

@chigrl Not saying @WTIBull is bearish oil but seems to have a ‘balanced’ perspective

[SP @StevenP13]

@econ_713 @garquake Curious on your thoughts Peter re KSA voluntary cuts just announced. To what degree does this give potential to over tightening as you mentioned last week? And as I have seen others mention, I’m your opinion does this in any way undermine OPEC’s previous demand forecasts?

[SP @StevenP13]

@T_OConnell Tim - as we continue to grind higher, are you viewing Pathfinder/affiliate shares as a risk at any specific level?

[SP @StevenP13]

@T_OConnell Great call. This move IMO seems to be more algo driven given the markets current sentiment on the AI narrative + a nice technical setup. The company has solid fundamentals - so curious on your thoughts regarding where we are in the cycle of this trade?

[SP @StevenP13]

@staunovo @UrbanKaoboy curious to hear your thoughts on this chart and if this ever factors into your ST/LT outlook

[Sean @S_Price_11]

Just in case y’all are lookin for someone to shoot some grad photos 👀

[SP @StevenP13]

@iFilmHoopers If you’re ever in Austin/San Antonio area @S_Price_11 got you covered

[SP @StevenP13]

@maaanderss These are toughhhh. I had a few different color ways but these are a cop for sure

[Sean @S_Price_11]

🎥

[Sean @S_Price_11]

My first short film. Hope y’all enjoy! https://t.co/5YZREsFyFq

[Sean @S_Price_11]

Made a short film, gonna throw the link on here in a bit. Here’s a poster!

[SP @StevenP13]

@gabbsmarie23 @S_Price_11 He aight