PeakAW

[PeakAW @peak_aw]

@aleabitoreddit #CLX.LN

[PeakAW @peak_aw]

@aleabitoreddit Calnex Solutions $CLX.LN #CLX
Datacenters, LEO

[PeakAW @peak_aw]

@ParadisLabs Calnex Solutions? $CLX.L. Datacenters, defense, space..

[PeakAW @peak_aw]

@aleabitoreddit Thanks for covering this space. $CLX.L - AI, LEO, Defense. Kicking off as we speak for these guys. 76% GM. Should trade on 8-10x sales, on double the topline in 3 years. Do you own math. Should 10x for a start. $VIAV might step in before that.

[PeakAW @peak_aw]

@that_stocks_guy AT&T TO SPEND MORE THAN $250B TO ADVANCE US CONNECTIVITY

That’s the backbone, assumed flat many years ahead by company and street. You then add hypergrowth DCs and defence.. 🫡 #calnex

[PeakAW @peak_aw]

@that_stocks_guy Thanks for your thoughts, your free news letter definitely provides good value. You’re spot re how to attack the small cap space. Duration is your friend.
Giving something back:
Calnex Solutions / CLX LN
Exposure: AI capex, defence, LEO. Telco is backbone. 76% GM, 1.9x sales.

[PeakAW @peak_aw]

@LivermoreOps @weareamaroq https://t.co/fFFkSV3ESC

[PeakAW @peak_aw]

@Sports_bios Obesity assets been smacked

[PeakAW @peak_aw]

@Sports_bios What’s been driving the sell down clinical even late stage quality names in your opinion.? Regulatory risk?

[PeakAW @peak_aw]

@fundamentalmomo @lf1shr What's your thoughts implied value diff on Gubra vs Zealand; when half-life on Gubamy better than petrelintide, 6+ years on patent?
Do some digging on company structure. Created Alpha and Beta structure in December.

[Rasmus Jarlov @RasmusJarlov]

Here is Europe. We have happily paid three times as much to Ukraine as the USA. We are not asking for anything in return and we are not extorting the Ukrainians while they are fighting for their lives. Because we are not assholes.

[Adam May @A_May_MD]

(1) WSJ article saying $NVS wants to buy muscle-preserving obesity drugs.
(2) Reuters article (today) "Fat, not muscle: drugmakers in race for next weight-loss breakthrough"
When does a microcap like $IBIO start to get some attention here? $IBIO and $SRRK are really the only ways to play myostatin right now, which is the only MOA that has actually been validated in muscle performance outcomes (albeit in SMA).

[PeakAW @peak_aw]

$ZEAL $GUBRA $NVO $LLY

[Daniel J Drucker @DanielJDrucker]

The increasing interest in Amylin action continues; Activation of CeA amylin receptors resulted in a robust hypophagia, reduced food-motivated behavior and altered macronutrient preference in male and female rats @PennMedicine @iScience_CP @skibickalab https://t.co/pTVYWRkyy8

[Daniel J Drucker @DanielJDrucker]

The increasing interest in Amylin action continues; Activation of CeA amylin receptors resulted in a robust hypophagia, reduced food-motivated behavior and altered macronutrient preference in male and female rats @PennMedicine @iScience_CP @skibickalab https://t.co/pTVYWRkyy8

[PeakAW @peak_aw]

@DueDoctor Novo parent bought Catalent for USD 16.5bn which is mainly Bloomington you noob. Novo will, if not already, own this.

[PeakAW @peak_aw]

- MDA Sapphire data in March
- Embraze POC in Q2 in Obesity.
Ultimately see BO by BP. I can wait. Differentiated with platform potential. 3.5bn mcap, 1-1.5bn SMA sales potential 5 years out. Cheap.

[PeakAW @peak_aw]

$SRRK
Marshall Wace most likely took on their 2.7 shrs in cap raise. No flip yet? 13F
Highly regarded Polar Capital Biotechnology Fund, keeps position almost unchanged. 2nd largest holding. Stands out vs other core holding. Risk on.

[PeakAW @peak_aw]

$SRRK
Norges Bank Reports New 2.1% Position in Scholar Rock

[PeakAW @peak_aw]

@Sports_bios Leqembi we already had from Esai, no?

[PeakAW @peak_aw]

@Biohazard3737 Gubra? Verbal about not going mono