mikagul

[mikagul @onamixt]

@jayabacus @pawcio2009 Lisan-al-Gaib!

[mikagul @onamixt]

@HFI_Research Cushing being not important doesn't mean it cannot squeeze WTI up.

[mikagul @onamixt]

Cushing has neven been operating below 25-26% of working capacity. When it approached this apparently critical level, efforts were made to raise reserves way above this magical level. This should tell you something important about Cushing.

Now it sits JUST above at this level (20/76.6=0,261). If inventories are not restored swiftly, what happens then? We’ll see

[mikagul @onamixt]

@alex_whedon White paper or gtfo

[mikagul @onamixt]

@satymahajan I don’t get this part: “trading slows down considerably”. Do you mean frequency of trades taken or…?

[mikagul @onamixt]

@Getoutofmyway1 We'll see. Also "Adam's premium" continue to erode. Almost not a joke

[mikagul @onamixt]

I think $NKTR drops again on Monday, because SURELY some people were holding NKTR purely on the bet that ABBV would buy it. However, AbbVie placed the opposite bet to Nektar's thesis (new MoA, etc), so...

This is probably a local bottom for Nektar: worst sentiment + no big catalysts for ~2 years.

That said, there are actually two decent catalysts before then:
-- The lawsuit in late Aug–early Sep; hopefully it puts the issue to bed
-- The REZOLVE-AD off-treatment readout in January-ish 2027. Rezpeg finally gets to show its single most important feature

[mikagul @onamixt]

@powerbottomdad1 Beheaded by shoving $300B in their mouth?

[mikagul @onamixt]

> But that’s where the opportunity is, novel moa, durability and safety for 2L use.

A counterpoint: Nektar designed its trials as if it's 1L (only JAK-naive, biologics-naive). The management has to explicitly show a differentiation in demographics. What if rezpeg and dupi overlap a great deal? NKTR is dead, then.

I'm almost sure that's what market thinks about NKTR, and it explains the price action we've been seeing so far.

[mikagul @onamixt]

@JoseRestonVA @A_May_MD @pawcio2009 Teach me how one acquires such insight into the future

[mikagul @onamixt]

@A_May_MD @financebully @avidresearch How so?

[mikagul @onamixt]

@seedy19tron @tomcvegas More probably Nktr will be down 5% on Monday

[mikagul @onamixt]

@jb_equities @seanpaulkelley @CalmingUp It had a lower working capacity back then, so naturally the operational floor was lower then it is today.

[mikagul @onamixt]

@stevehou Yeah, pensils with big erasers is definitely dovish.

[mikagul @onamixt]

@anasalhajji It didn't. 20m is just an arbitrary number. Tank bottom is lower ofc

[mikagul @onamixt]

@Maximus_Holla QXO takes forever

[mikagul @onamixt]

@unemon1 When is BO, unemon?

[mikagul @onamixt]

@Taintslapp12283 @Liv4theBeat It’s much more imminenter than ever before

[mikagul @onamixt]

@mujonohibikiari @calvinfroedge 20mb is a completely arbitrary number by the way