Ted Karidis

Former HF Executive
Do your Due Diligence - Not Investment Advice

[Ted Karidis @TedKaridis]

$MREO news has to be coming after this volume today. Doesn't smell like retail...

[Ted Karidis @TedKaridis]

@HulkCapital Who approved it? A guy who never got l**d.

[Ted Karidis @TedKaridis]

Direct placement would happen at much higher price even if price is at $0.30. A partner deal might include a direct injection of cash for equity at higher prices. Otherwise, no reason to dilute.. just ask for up front payment for Alvelestat. Many ways to structure. I prefer and exit & CVR

[Ted Karidis @TedKaridis]

By deal is done I mean finally we will get some news. Definitely a leak by someone at ATS conference....Volume has picked up last week or so. Did 5m on the 20th, 10.5M so far today. Thats really big. Probably close to 15M by end of day. Anything larger would be confirmation IMO we are close to big news

[Ted Karidis @TedKaridis]

$MREO - Deal is done looks like

[Ted Karidis @TedKaridis]

$MREO - Volume doesn't lie. Oversold and here we go. I think any deal or news and back over $1.00 fairly quickly..

[Ted Karidis @TedKaridis]

Not wrong a lot of the times when it comes to value unless there is some fraud or manipulation by management but in $MREO case, assets definitely worth more than zero. Seen this happen many times in past. Don't be surprised if they do an oversubscribed round to fund Alvelestat themselves. As a pharma dealmaker, that's what I would do or sell outright w CVR's

[Ted Karidis @TedKaridis]

@HulkCapital GREEK PEPTIDES PLEASE

[Ted Karidis @TedKaridis]

$MREO - Word at #ATS2026 is that Alvelstat is not worth zero relative to what is happening in the AATD space.. Volume doesn't lie. Expect some traction in partnering to finally happen. Setru pediatric is on way...GL. Happy Memorial Day

[Ted Karidis @TedKaridis]

@bgcss12 3 years ago $MREO stated they have been in active discussions ever since. LOL

[Ted Karidis @TedKaridis]

$MREO - Shitty $ESPR gets acquired for $1B. $CUE does a deal and stock runs. DSK continues to be idle in trying to partner a deal for Alvelestat. Considering investors have waited so long, terms must be epic otherwise I see no reason why Rubric continues being the "most inactive activist". Hopefully everyone's patience gets rewarded.

[Ted Karidis @TedKaridis]

$MREO is a rounding error in Rubric portfolio... They likely are just sitting watching DSK do her thing which is nothing. Likely one of the most inactive CEO's in the game. Her deal making process has been a total non existent. Bring a new CEO, merge with new assets or sell outright. End of story. If she's fired, stock goes up IMO.

[Ted Karidis @TedKaridis]

@HulkCapital Primary purpose of NFT was to laundering crypto. I sell NFT to you, you buy mine..money washed. End of story. I just sold u some bullshit and now I got a real transaction..

[Ted Karidis @TedKaridis]

@pawcio2009 No place for politics in sports. This is totally ridiculous once again..

[Ted Karidis @TedKaridis]

$MREO needs to be monetized once and for all. DSK is a complete shit show of a CEO. There i said it. Engage Centerview and let's be done. There's no reason to retain rights or anything else. These assets should be part of a bigger company.

[Ted Karidis @TedKaridis]

@ej23ny @semodough $MREO My guess she has not been fired is because Rubric must know that a partner has been kept on the sidelines (pending Setru & FDA). Since we didn't officially get it to FDA, she and Rubric can not be that incompetent. It would blow my mind if nothing happens within 90 days.

[Ted Karidis @TedKaridis]

@Heatlamp11 @StephanKlingel1 If I were Emil, I would strong arm Mereo on milestone payments and other things (EU rights) about moving forward. This is Chess no checkers. They can garner an improvement in terms is my guess..With the 2026 FDA, there is no reason not to submit for rare disease like OI.

[Ted Karidis @TedKaridis]

$MREO - Setru will get to FDA thanks to CEO Emil of $RARE. Although I am not a fan of DSK, she can not be that incompetent in the face of Rubric and not be working on a deal for Alvelestat. I can not fathom they do not have insight as to where this company will finally end up.. She would not still be CEO.

[Ted Karidis @TedKaridis]

$XYZ - Block laying off 50% of workforce (4000 jobs) due to Ai. So it begins. The rise of high paying jobs begin to dissappear in software sector.. This is what will crush the housing market. Think of what happened to Ohio and Detroit when GM shut down plants...

[Ted Karidis @TedKaridis]

@Javier944712106 @36i91 $MREO - Secret program. Disappointing sitting on ass w Alvelestat for 3 years... Maybe its the TIGIT program...🤣🤣