WallStPirate

I want to collaborate and share ideas, however my posts are not to be considered investment advice. I expect others to do their own due diligence and research.

[WallStPirate @WallStPirate]

$GGGGOF Silver mrket fracturing https://t.co/zA2bKjYyDL

[WallStPirate @WallStPirate]

$gggof silver market is starting to fracture chinas silver demand way up. https://t.co/zA2bKjYyDL

[WallStPirate @WallStPirate]

@machoman3314 @Nicki_Keystone @Fidelity It look like it is.

[WallStPirate @WallStPirate]

$pynkf great news

https://t.co/eaeuOsItpS

[WallStPirate @WallStPirate]

$HYDTF

https://t.co/n97JvmTOxS

[WallStPirate @WallStPirate]

$NRRSF any updates on permitting?

[WallStPirate @WallStPirate]

$SPCB heres thw link to th eannouncement https://t.co/rwR9TBs3lW

[TENET RESEARCH @tenet_research]

$SPCB - SuperCom Secures 4th New Electronic Monitoring Contract in Kentucky, Expansion Momentum Continues .

[WallStPirate @WallStPirate]

$SLNO 3 of 3 Discontinuation of Vykat XR due to peripheral edema was infrequent, occurring in approximately 6.5% of patients who experienced this adverse event They are seeing pts come back as hyperphgia comes roaring back. Quiting med and coming back is ok

[WallStPirate @WallStPirate]

$SLNO 1 of 3 Based on clinical trial data for Vykat in patients with PWS, peripheral edema is a common, generally manageable, and rarely fatal side effect, with the vast majority of affected patients remaining on the medication.

[David @davidmiedz]

Spent a couple days researching $SLNO.

It is a compelling setup, but for me this one's a pass.

My main concern is the edema prevalence and the -ve experiences of caregivers on fb groups. Hard to get excited about investing in a company that is going to struggle to penetrate such a sceptical patient community. (Obvs, plenty more to consider here, but i'm not going to write a long thread just to say 'neutral; no position' lmao.)

Good luck to @seedy19tron et al. - and thanks for putting out a great report on the company!

[WallStPirate @WallStPirate]

$slno 2 of 3 Incidence: Edema (including peripheral edema, facial swelling, and fluid overload) occurred in 27% of VYKAT XR-treated patients compared to 12% in the placebo group.

[WallStPirate @WallStPirate]

$hydtf The recent deal they just made could get more interesting over the year. On the Joe Rogan show interview Kennedy said he will allow compounding of about 14 peptides. He let that slip during the interview.

[WallStPirate @WallStPirate]

$slno VYKAT pts During the Q3 2025 CC, mngt confirmed that despite a drop in new patient start forms and higher discontinuations, many patients have resumed treatment because withdrawal of the drug leads to a rapid return of Prader-Willi Syndrome (PWS) and hyperphagia.

[WallStPirate @WallStPirate]

$SPCB https://t.co/WcMUGeE6IO

[WallStPirate @WallStPirate]

@DeepSouthDoctor Have you looked at TLX and URGN

[WallStPirate @WallStPirate]

$HYDTF I dont think the co imploded I think its do to hims and the gpl 1 market in general. They did a deal today and a deal a fe wmonths ago. As a thinly traded stock someone selling ir buying 10k shares can cause price disruptions and a big drop scares retails and they sell

[WallStPirate @WallStPirate]

$SLNO Remember VYKRAT is a lifetime drug thats a lot of money over th elong term and big pharma is licking their chops. wainwight procjects 20% thats 1800 pts and about 890,000,00 in gorss rev add europe and maybe a 50% parket share as they have a monopoly. Mybe 2 to 3 b.

[WallStPirate @WallStPirate]

to a much smaller # which we should see in the next earnings call. Possibly maybe just 5% I am an optomist.

[WallStPirate @WallStPirate]

$SLNO 2 of 4 the pts that drop see hyperphagia come roarging back. They are now doing closer monitoring of side effects and quiting and coming back is actually something they say to do. This results in the 10% drop # overall dropping.

[WallStPirate @WallStPirate]

$slno 4 of 4 most important thing is slno has a monopoly yup thats what they have and a 460k price tag and make a lot of money. Currently 1 in 15k births are born with pws and there are currently approx 10 to 12 k pts in th USA alone and europe have the same #'s as us.

[WallStPirate @WallStPirate]

$SLNO 3 of 4 The second issue the shorts are trapped with is th efact that they though AARD's drug would prevail instead it was pulled. So lno has zero competition and nothing on th ehorizon for a long time.