Nick

Born and raised Texan, UT Alum, Husband, Father

[Nick @Texas27Inv]

@Sandeman52 That’s the truth. Exited a position a week ago - although after a great return 6-7x - that has almost doubled over the last week. To say it’s taken a toll mentally would be an understatement.

[Nick @Texas27Inv]

@InvestNorthwise My bad then. I was about to be shocked with what’s been great analysis from you.

[Nick @Texas27Inv]

@joshmanmode_ Particularly because of par 3’s over the water at our home course. He still hits a drive or tries to make it over the water, but his score on those starts from a chip from off the green.

[Nick @Texas27Inv]

@joshmanmode_ We were starting that. I think it’s awesome! TPC San Antonio coach mentioned it last year. That’s how we started and were moving back. Only switched because par 3’s didn’t work exactly and the bigger kids class he has joined plays longer holes. Now he can play dad.

[Nick @Texas27Inv]

@joshmanmode_ We have been evolving from 3-putt par, to chip & 3-putt, to 90 yard par 4, & now it’s chip and 2-putt on par 3, par 4 from 90yd, and par 5 from 150yd. He is very goal-oriented. Lucky to have a couple of great coaches at our course (coach a couple PGA players) who r great w/ kids

[Nick @Texas27Inv]

@joshmanmode_ Agreed. He is hard enough on himself. Very very type A, wants birdies and pars only. I try to help him balance the emotion. He’s doing great and the reason we joined a small private course last fall. He will putt and chip for hours.

[Nick @Texas27Inv]

@imadqureshi @Dr_Moneyball @blairwhitty @Jeff_Walenta @seedy19tron I am bullish, but this is AI trash. The 80% immune response was a sample of 10.

[Nick @Texas27Inv]

@NoLimitGains They already bought

[Nick @Texas27Inv]

@Spybef0rey0ubuy They already bought.

[Nick @Texas27Inv]

@vishalgolcha @Dr_Crossroads Didn’t know he was doing this stuff. Grateful for his content during my CFA!

[Nick @Texas27Inv]

@terencedaniels Love to walk, but I now play with my 5yo and that’s too much for him. We do walk 4 holes on weekdays nights when we go to practice.

[Nick @Texas27Inv]

@LukasFrije1re 2-3 is bare-metal payback or their higher margin business?

[Nick @Texas27Inv]

@Sandeman52 I know it’s not, but that looks just like the Lanai at the Westin Ka’anapali.

[Nick @Texas27Inv]

@bryanbrosgolf @usopengolf Awesome stuff, George!

[Nick @Texas27Inv]

@alessandrobanca Not only that but with event rate timeline BAT 11-14 has a higher GPS mOS than what you listed to make the math work.

[Nick @Texas27Inv]

@Dr_Moneyball @Biotechinv2026 @blairwhitty @Jeff_Walenta @seedy19tron Slowing event rate / timing of 60, 72, 78 is consistent with one arm doing better. That plus expanded dosing into year 3 has me believing GPS is at least as good as ph 1/2. That into different models shows high likelihood of success though not 100% like some other dingbats post.

[Nick @Texas27Inv]

@Dr_Moneyball @Biotechinv2026 @blairwhitty @Jeff_Walenta @seedy19tron Fair point. I do agree this is a healthier cohort. I think Regal is 300 and you are showing 500, but yes overall healthier cohort. Again, I think that helps both.

My thesis is supported by KOLs/CEO comments, but the trial modeling is what gives me the most conviction.

[Nick @Texas27Inv]

@Dr_Moneyball @Biotechinv2026 @blairwhitty @Jeff_Walenta @seedy19tron I don’t have too much historical perspective but from what I have seen early efficacy stops are a very high bar.

[Nick @Texas27Inv]

@Dr_Moneyball @Biotechinv2026 @blairwhitty @Jeff_Walenta @seedy19tron Yes and no. We don’t have SAP. Aren’t trials historically conservative at IA for early efficacy? With 9-12 overall BAT it would take time for curve separation.

I started following last Feb, but many think it was close as Sterg was doing multiple appearances.