chillipickle

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[chillipickle @chillipickle7]

Why has $ANL been dead? Yes it's up 500% YTD but it's flat / lower while $RVMD is making new highs and $ERAS is recovering. 1/7th the market cap of Erasca.

[chillipickle @chillipickle7]

@A_May_MD @Biohazard3737 $ABVX trading setup feels bad. flash crash 3 weeks ago put fear into a consensus long, now part 2 looms *what if there is another imbalance* and besides mgmt raising soon afterwards. Recent weakness has probably drawn in more traders. Hopefully an opportunity.

[B.W. Carlin @BaileyCarlin]

Good lord this edit. Insane.

[chillipickle @chillipickle7]

Can't remember the last time a company has flamed out this bad responding to a short report. CEO has been flailing on Twitter. The investor update call was pointless handwaving. Haven't done much work on $ABXX but this feels bad.

[Fraser Perring - Grand Poobah of “criminal” shorts @AIMhonesty]

$ABXX.TO Ok a live thread of the call. They're reading from a script!! Abaxx can't silence critics. @JoshCrumb reminds me of another 'CEO' that was in a similar position, body language says it all. @viceroyresearch 1/

[Warren @swd2]

Looking through the Iran deal for the parts where we get something..

[chillipickle @chillipickle7]

@A_May_MD @seedy19tron why didn't $ABVX update the next steps section to reflect what they apparently told a select group of investors would be a disclosure of additional safety data in the next few weeks. maybe I'm missing something.

[Claire, aka Midwestern Hedgie 🏳️‍⚧️ 🇱🇧 @MidwestHedgie]

@hecubian_devil i can't say this too often without being accused of "letting my politics and gender cloud my investment decision-making" but it's truly remarkable how much certain very overvalued stocks and MAGA politics are all the same grift

[chillipickle @chillipickle7]

@tnyfrontrow News from Home not in your top 5?

[chillipickle @chillipickle7]

@hannibalspeaks feels like it. But even the shittiest names get a catalyst run-up

[chillipickle @chillipickle7]

$ZURA wtf is up with Zura? Steady grind lower since mid March. Nobody cares about HS anymore? Or is this also a "catalyst desert" and 2-3 quarters is too long to wait?

[chillipickle @chillipickle7]

$ANL down, RMVD and ERAS up. Did $SMMT remind people they're not supposed to invest in anything related to China?

[CONSEQUENCE @consequence]

Conan O'Brien used his Harvard University commencement speech to argue that humility and the human connection matter far more than any diploma.

"I always recognize the enormous role of luck in my life. Refusing to see how luck has played a role in anyone's success is simply ignorant. Many people are happy to mistake a lucky poker hand for their own brilliance, and fighting that human instinct has kept me sane.

"I honestly believe that community, spontaneity, and a real commitment to humility has helped me build a rich life that means much more to me than any diploma. And believe me, I'm not saying the goal is to renounce accomplishments, but rather to metabolize them. If you carry your victories lightly, other qualities –- kindness, originality, courage, humor, and humanity –- have room to emerge.

"Maybe the greatest lessons I've learned along these lines have been through my 24 travel shows. I have degraded myself in Cuba, Ghana, Korea, Armenia, half of Europe, Argentina, Thailand, Mexico, and Greenland, where I visited a real estate office and tried to buy the country. When I travel to another land, every quality I have discussed -- community, adaptation, and a sincerely humble approach -- are all necessary. When you don't speak the language, no one truly cares where you went to college, and you have no choice but to make friends.

"It's on these travels that I learned a great lesson: let yourself be bad at things. I have been a bad dancer in every country I have visited. But the people laugh because it turns out everyone everywhere is related to at least one terrible dancer. For me, humility on these trips can easily lead to humiliation, which is also a useful tool.

"Three weeks ago, I visited Amsterdam, dressed up as Van Gogh, and forced my way into the Van Gogh Museum, where I started loudly demanding a cut of the merchandising because I made no money during my lifetime. Guards forcibly ejected me. I was roundly mocked by patrons for my pathetic display. But I did see a lot of smiles. And not one person said, now that's a Harvard grad.

"In Tokyo, I met with a teacher of Japanese etiquette who volunteered I wasn't her type. And when I asked her why, she just said, 'face.' In Ghana, after accepting a royal invitation, I was kicked out of the Ashanti Palace by the Queen Mother, because her favorite soap opera was starting.

"I understand that I am preaching modesty and connection at a time when this is not in style. We are living through a period of extreme narcissism. Our current leadership in Washington believes that empathy is a weakness and that our nation stands supreme and alone. Add to that, everyone here today has a phone in their pocket that is algorithmically programmed to celebrate you and you alone by making you the protein-maxing hero of your own special journey.

"Much has been written about how isolated and siloed we've become, but for me, the antidote is quite simple. By de-emphasizing what makes us special — in your case, a prized degree — we can really find one another, not as an exercise in virtue, but as a path towards greater laughter, love, and real growth."

[Lawrence Hamtil @lhamtil]

A few years ago, it was crypto guys posting their portfolio balances. Then it was the meme stock guys. Now it's the chip / AI guys. They are all different people, which leads me to believe nothing lasts forever in markets, and it's best to stay humble.

[chillipickle @chillipickle7]

@ACInvestorBlog $PMCB has 37m warrants at $0.95

https://t.co/mRcdZGwzyL

[chillipickle @chillipickle7]

$PMCB has tanked despite a stake in $QCLS bc 38m warrants at ≤$1. 36m were created after August financing turned 8.7m at $4 into 36m at $0.95. You'd have to read the May 2023 offering fine print to know about the massive increase in warrants before the 10-q filed last week.

[chillipickle @chillipickle7]

@LogicalThesis TMS and outpatient behavioral health imo are commodities but with tailwinds. $STIM is underperforming comps in both. Maybe it doesn't deserve 5x revs like the activist suggests but why not 2-3x? Key is for new CEO to make aggressive operational changes.

[Rein Therapeutics @Rein_Tx]

Two important updates:
• We’re raming up our Phase 2 RENEW trial of LTI-03 in #IPF
• We just completed a $50m financing
CEO Brian Windsor breaks it down in this video...

$RNTX

[Anders @Anders_Research]

Pretty impressive (and also kind of crazy) that Rein Therapeutics $RNTX, a $20 million mkt stock, was able to raise $50 million (with no warrants) ON THE SAME DAY fellow IPF company Avalyn Pharma $AVLN raised $300 million in its IPO.

Small cap IPF co's getting steam.

[chillipickle @chillipickle7]

$GRCE ChatGPT: at least 1 year before approval. IMO decent risk reward vs time below $2.

[chillipickle @chillipickle7]

$ANL don't see any news. Very illiquid, pushed around easily. Added at $8

[chillipickle @chillipickle7]

I had no idea $ALLO management was this incompetent.

[Adam Feuerstein ✡️ @adamfeuerstein]

$ALLO $2!!!