Dana Street Research

Research and idea generation largely focused on small & mid-cap biotech and special situations.

[Dana Street Research @blippd]

@kingtutcap I originally thought SOL or BNB would be the upside target to flip… but ETH might be in the cards at this point 😂

[Dana Street Research @blippd]

Trump pumping up pools… Bullish for $LESL

[Acyn @Acyn]

Trump: I just had this done. *holds up chart comparing reflecting pool to buildings*

[Mechanize @MechanizeWork]

We are now seeking a puzzle maker to help us create puzzles that LLMs can't yet solve.

[Dana Street Research @blippd]

@PantexCap @benbstwits Yes

[Dana Street Research @blippd]

Ohhhh it’s only bullish when $ABVX buys back royalties ahead of launch 😂

I don’t think $MLYS lasts until their Dec PDUFA but we will see…

[PRISM MarketView @PrismMarketView]

Mineralys $MLYS Prices $150M Stock Offering as It Moves to Strengthen Lorundrostat Economics Ahead of FDA Decision
https://t.co/A7ly59nYm9

[Dana Street Research @blippd]

@GavMcCracken Today tells us one thing: OBE is out there on the field playing offense, not defense in this environment. this should make new highs soon me thinks

[Dana Street Research @blippd]

@HighyieldHarry I mean, if it was something way out on the deep tech frontier like quantum computing or biotech / genomics where the impact on humanity could be enormous… then *maybe* this analogy could hold weight… but this dude is CEO of an insure tech start-up like give me a break brother

[Dana Street Research @blippd]

Do these $WOLF shorts have a plan lol

[Dana Street Research @blippd]

@seedy19tron

[Dana Street Research @blippd]

Grok recommends $VRRM to some guy 4 days ago as its top pick for SMID cap stock… VRRM -70% today on large customer loss and concerns of AI reducing the stickiness of its service offerings.. AI just AI’d itself 😂

[Grok @grok]

**Hey!** Great question. Small-caps are often overlooked by Wall Street, creating opportunities for those with strong fundamentals and rising institutional interest amid rate easing.

One that aligns well based on recent analyses is **Verra Mobility (VRRM)**: consistent 20% revenue growth, high margins (~61%), solid EPS trends, and a market cap around $2.5B with limited analyst coverage. Many small-caps like it are seeing institutional accumulation.

This isn't financial advice—markets move fast. Always do your own research, check latest filings, and consider risks. What sector interests you most?

[Dana Street Research @blippd]

@Biotenic @semodough

[Dana Street Research @blippd]

@hannibalspeaks @SnupSnus To my credit I did say *highly* asymmetrical 😂 but yes, agree on the upside. I actually added more this morning at $9

[Dana Street Research @blippd]

We own $QTTB as a spec 2.5% position ahead of AA readout next month… s/o to @hannibalspeaks who put this on our radar. the raise here is interesting, dilutive but don’t think it caps upside *too much* if it hits… seems like BVF, RA, and Orbimed approached them ahead of the readout looking to get a slice of the pie

[Dana Street Research @blippd]

@SnupSnus @hannibalspeaks While today’s move is awesome to see, I don’t see how existing longs can be convinced to flip shares for $3-4 when the EV of a + AA readout is highly asymmetrical from here even after the raise. It would take a lot more than this for me to consider lightening up

[Dana Street Research @blippd]

@a_a_free @hannibalspeaks Thank you AA, that was a mistake on my end.. I meant next Q

[Dana Street Research @blippd]

Google trends suggest $LESL search traffic is at a 4 year high relative to previous summer peak traffic. $30M Mkt cap / $1bn EV left for dead.. showed signs of life this Q w/ +SSS % + margin improvement -we believe equity stub has 5-10x potential if this summer's Q is a blowout

[Dana Street Research @blippd]

@jbulltard1 Yes, sorry - didn’t mean to knock your model. I love it.

[Dana Street Research @blippd]

I can’t tell if the Knicks are that good, or the rest of the East is that bad.