Sumit Aggarwal

Passionate healthcare technology investor, counselling entrepreneurs, management consulting, rational economics, stocks, business.

[Sumit Aggarwal @sumitagg1]

Why is everyone surprised that $sion failed? Abbvie had abandoned these assets.

[Sumit Aggarwal @sumitagg1]

@StockSavvyShay @fiscal_ai But value is present value of future free cash flows. If after 5 years cash flow collapses to trough levels?

[Sumit Aggarwal @sumitagg1]

@TradexWhisperer No priced like its peak earnings.

[Sumit Aggarwal @sumitagg1]

@carm1nee All these things will crush the future generations and make the wealth gap wider. We have to cut Medicare and Medicaid. We have age test it. No one over 85 should get cancer treatments. We have to dramatically cut social security for anyone with over $1M in assets

[Sumit Aggarwal @sumitagg1]

@WOLF_Bitcoin_ Jeff selling snake oil

[Sumit Aggarwal @sumitagg1]

Lilly’s retatrutide triple hit 28.7% WL in Ph3 obesity (no plateau).

$VKTX and upcoming $KLRA are dual agonists (Ph3 data 2027–28).

Monte Carlo shows both only interesting below ~$1.5B valuation today. $VKTX trades ~$3.75B; $KLRA last round ~$1.45B.

Triples are raising the bar fast. Duals face compression.

[Sumit Aggarwal @sumitagg1]

@zerohedge They can and will borrow to finance.

[Sumit Aggarwal @sumitagg1]

@mikewmunz The liabilities are cash flow. That’s not a balance sheet issue

[Sumit Aggarwal @sumitagg1]

@phongle please top misleading investors. You have negative interest coverage ratio. That’s why your stock is going to shit. You are not an operating company because you have negative free cash flow, you generate zero return from your BTC reserve and if you try and sell BTC you will not be able to

[Sumit Aggarwal @sumitagg1]

@phongle should learn the difference between generating cash flows from operating business and raising cash by selling stock on the ATM. $MSTR business is buying bitcoin with stock and preferred and paying dividends by selling even more stock. PONZI

[Sumit Aggarwal @sumitagg1]

@farrmacro Keep the love coming. Hope you’re well

[Sumit Aggarwal @sumitagg1]

@saylor Last 5 years $mstr performed worse than btc

[Sumit Aggarwal @sumitagg1]

@saylor lol

[Sumit Aggarwal @sumitagg1]

@XFreeze The affordablity crisis is caused by sucking money from hard working people and giving to welfare state. No politician has the courage to change that. Instead they are leaning into it.

[Sumit Aggarwal @sumitagg1]

@saylor There you go. Buying BTC with money you don’t have

[Sumit Aggarwal @sumitagg1]

@OccamiCrypto @saylor There is no demand.

[Sumit Aggarwal @sumitagg1]

@friedberg I can tell you from experience @DrMakaryFDA is wrong . fda rejected orphan drug status in January 2026 for a drug because at the 95th%ile of the disease prevalence estimate, the number of patients were 360 over 200,000! But had just given orphan status for same disease in September 2025.

[Sumit Aggarwal @sumitagg1]

@CJ_Bitcoin You are so tone deaf. I want to know how can you call borrowing money is creating digital credit. You simply dilute shareholders.

[Sumit Aggarwal @sumitagg1]

Since you are all in. Help me understand this. When a bank has usd deposits, it lends money to customers/ investors, and in return investors pay them an interest rate. Thats a credit product that generates a return. Applying that analogy to $mstr, they are the customer and not the creditor. They are not generating any value or cash flows.

[Sumit Aggarwal @sumitagg1]

@HodlMagoo @saylor He keep thinking he’s generating earnings from bitcoin.