SR

🧩Educational discussion of historical market structure & liquidity. No buy/sell/hold recommendations. Liquidity ≠ prediction. Not signals. Not financial advice

[SR @PatternNotes]

🧩 Welcome to PatternNotes
Tracking liquidity & technical behavior across sessions.
Patterns repeat. Notes remember. Liquidity forgets.
For study, not signals.
Educational & informational study only · NFA

[SR @PatternNotes]

$CRBU — NBA Finals energy, Michael Jackson “Jam” in the background, and one message for EHA:

Show the world why allogeneic CAR-T still has a kingdom — and why Caribou may be sitting on the throne.

[SR @PatternNotes]

@LennaertSnyder @WatcherGuru Daily closed below 64k...

[SR @PatternNotes]

Just signed up. I know that does not solve the bigger economics, but I wanted to support the work because your voice is original and the DD has real depth.

The quick-returns crowd is loud, but some of us are here for the opposite: under-the-radar names, longer-duration setups, and frameworks we would not have found on our own. That is the edge. I hope you keep posting in whatever form still makes sense for you.

[SR @PatternNotes]

In other words: potential blockbuster.

Not because it lowers LDL alone.

Because if the outcomes data confirm the signal, $NAMS may hit LDL, Lp(a), glycemic risk, small-particle biology, and brain-aging biomarkers in one oral drug.

Long $NAMS. My personal notes. Not financial advice.

[SR @PatternNotes]

@Hstlinghosptlis @JoshuaBarzon @official_flo @FLAGALine @Floridaman @nbc6 @RonDeSantis @SunSentinel @FloridaTourism @FlaPanthers @FloridaGators 😂 thanks for the info!

[SR @PatternNotes]

@Hstlinghosptlis @JoshuaBarzon @official_flo @FLAGALine @Floridaman @nbc6 @RonDeSantis @SunSentinel @FloridaTourism @FlaPanthers @FloridaGators Food options good?

Beach 🏖️?

Clearwater best beach I have seen, how does it compare?

Thanks

[SR @PatternNotes]

@BiomedicalRX @meremrtl No PhD here, but I grew up watching my father chase one in chemical engineering, and that shaped how I think.

[SR @PatternNotes]

I don’t own $ABVX, but this biology is fascinating.

Whether obefazimod becomes first-line, second-line, or third-line in UC clearly matters commercially.

But my bigger question is biological:

Is $ABVX touching a real immune-dose lever?

Bullish defense: the short parent-drug half-life is a relief. Obefazimod itself clears quickly.

But the active metabolite, ABX464-N-Glu, appears to have a much longer half-life and is also pharmacologically active.

So the question is not simply:

“Could a short half-life drug create cancer in under a year?”

The better question is whether chronic miR-124 pathway tuning changes immune signal-to-noise over time.

Too much inflammation can become biological noise.

Too much immune dampening may reduce surveillance.

Looking at the 25 mg and 50 mg cohorts makes you wonder:

Maybe 25 mg is the Goldilocks dose.

Maybe the true immune-modulation window is even lower.

Completely unproven — but this is the question the safety debate opens up.

Purely a mechanistic hypothesis — not medical or financial advice.

[SR @PatternNotes]

@Hstlinghosptlis @JoshuaBarzon @official_flo @FLAGALine @Floridaman @nbc6 @RonDeSantis @SunSentinel @FloridaTourism @FlaPanthers @FloridaGators Why?

30A/Santa Rosa Beach is hard to beat — Seaside, Grayton, Rosemary, white-sand beaches, slower pace, and enough good food without the Orlando/Miami chaos?

[SR @PatternNotes]

This is why the dose-escalation data matters so much: it is not just about Wilson disease — it is about whether PRME’s liver-editing chassis can become reusable.

Prime building a printer?

Printer = GalNAc liver LNP + Prime Editor system
File = pegRNA / nicking guide RNA
Document = corrected liver gene

Wilson disease is the first liver document.
AATD is the second.
GSD1b is the third.

If every document needs a brand-new printer, the business is weaker.

But if the printer largely stays the same and only the file changes, the platform becomes much more valuable.

Scenario math — personal estimates, not company guidance:

CGD: $100M–$400M peak annual potential as a human Prime Editing validation bridge
Wilson: $500M–$1.5B peak annual potential
AATD: $1B–$4B+ peak annual potential
Other liver documents: $100M–$500M each
Platform / partnering value: meaningful optionality

If the printer works safely in humans, the revenue math stops being “one rare disease” and becomes:

How many liver mutations can this system print?

My personal notes. Not financial advice. No current PRME position; watching closely.

[SR @PatternNotes]

@LennaertSnyder @WatcherGuru For now, I’m currently net short BTC, but my bias is flexible and may flip long if liquidity/structure changes.

My personal notes. Not financial advice.

[SR @PatternNotes]

@LennaertSnyder @WatcherGuru Jusy having fun.

64.5k is what i am watching. Lets see if there is any bounce left?

My personal notes. Not financial advice

[SR @PatternNotes]

@LennaertSnyder @WatcherGuru You mean 64,5k? Lol

[SR @PatternNotes]

Agree with this. OA desperately needs something beyond pain management, injections, and eventual joint replacement.

GLP-1s may already be helping the load/inflammation side, and Cartigenix HP/RestorCel has interesting joint-biomarker data, but neither is the same as rebuilding lost joint architecture.

If the animal regeneration signal translates into durable human cartilage/bone repair, that could be a totally different category for orthopedics.

Thanks for sharing