value

(Bio)tech investing, special situations, connecting the dots to mine alpha.
Not an investment advice, do your DD. DM for specific topics.

[value @ValueReporter]

They have not filed to ACRA today. Well, they have to comment next week what is really going on.

[value @ValueReporter]

$wve reports Q2 on July 30. If they want to present themselves as a US domiciled company during the call, then we should see the ACRA lodgement tomorrow.

[value @ValueReporter]

$WVE The timing of their final ACRA lodgment, the "switch" that officially legalizes the move, is a strategic decision, not just an operational formality.Key factors influencing this date include:
1. Administrative Settlement: Following the July 14 court sanction, the formal court order must be processed and sealed, a standard administrative lag that dictates the earliest possible filing date.
2. Operational Continuity: Lodging likely occurs late on a Friday (SGT) to leverage the weekend as a "quiet window" for DTC/NASDAQ to reconcile the entity migration, ensuring zero disruption to Monday’s market open.
3. Strategic Messaging: Management likely aligns the filing with key events like Q2 earnings to present a unified narrative of the "new" U.S.-domiciled entity.
No court order in ACRA as of July 17 end of business, so we'll check back on July 24 and then 31. July 31 looks well aligned with the Q2 earnings call.

[value @ValueReporter]

$1.50

[value @ValueReporter]

$cdxs Timing for the raise is pretty badly chosen. Let's see what will be the amount, I expect $30-40M and they will be lucky to get something like $1.80 per share.
Since the moment the CEO said that Hayward likely goes live at the end of 2027 I realized that balance sheet is going to be an issue, the question was how the new funding is structured. Looks like all ECO evaluation agreements have not yet matured to the point when they might become commercial, so they decided to raise. If you read 8-K you saw the unaudited Q2 revenue number. Not a disaster but not a great one as well.

I think we might see $1.50 easily here. Too little information at this point, we have to wait for the Q2 earnings call and read between the lines

[Sal @ClownWorldXX]

@ValueReporter Hi Can I have your thoughts on $Cdxs news after hours regarding share offering?Much appreciated.

[value @ValueReporter]

@erpderps My mouth is usually where my money is, so the recent post history should give an idea

[value @ValueReporter]

$eypt settlement with DOJ

[value @ValueReporter]

@sonichedgefund Phase 1, just started, tough to draw any conclusions, but yes, you are right that this early asset is in the long term game

[value @ValueReporter]

Comparison of ASO assets targeting Huntington disease after $RHHBY $IONS discontinuation of 2 of them.
Unlike these 2 $wve wve-003 has both allele selectivity and neutral charge PN backbone.

[William the Whale 🏘 💵 @Williamthawhale]

$QURE - Roche has completely discontinued and killed its flagship Huntington’s disease asset, tominersen, along with another back-up compound (RG6496).

If you are holding uniQure $QURE, you need to drop everything and look at this right now.

Great work @BentheFidler 🤝
https://t.co/90hNjFg8Av

[value @ValueReporter]

$WVE The timing of their final ACRA lodgment, the "switch" that officially legalizes the move, is a strategic decision, not just an operational formality.Key factors influencing this date include:
1. Administrative Settlement: Following the July 14 court sanction, the formal court order must be processed and sealed, a standard administrative lag that dictates the earliest possible filing date.
2. Operational Continuity: Lodging likely occurs late on a Friday (SGT) to leverage the weekend as a "quiet window" for DTC/NASDAQ to reconcile the entity migration, ensuring zero disruption to Monday’s market open.
3. Strategic Messaging: Management likely aligns the filing with key events like Q2 earnings to present a unified narrative of the "new" U.S.-domiciled entity.
No court order in ACRA as of July 17 end of business, so we'll check back on July 24 and then 31. July 31 looks well aligned with the Q2 earnings call.

[value @ValueReporter]

$wve ​No court order lodged in ACRA yet. The hearing finished late in the afternoon (Singapore time), so there likely wasn't enough time to extract the officially sealed court document and lodge it before the close of the Singapore business day. Expecting it to process in their Wednesday morning queue.

[value @ValueReporter]

One of the last things sports said on $wve and as always it was well thought and after almost 2 years it aged well. RIP, we miss your insights.

[Sports_Bios @Sports_bios]

Underappreciated is the $WVE PN Chem platform - ..I'd be very interested to see how PN Chem does in indications like DM1/FSHD - w/o dealing with all sorts of conjugates and risking potential tox (to me, those AOCs are playing a numbers' game with odds of significant/worrisome AEs) - .. the AATD data is early but I want to see more - single dose and hit the 11-picomolar mark - very nice to have -.. and as you say - then the INHBE side (from them and others) will capture of a lot of attnt in 2025 - does it work -.. IF yes, could avoid all these tolerance issues w/ current therapies.. the DMD side obviously is more data and then potential AA path thru FDA. Lots of things packing in this smaller mktcap smids - and probably not too many people have it on their usual holdings (after years of disappointment) either. jmho.

[value @ValueReporter]

$legn might be interesting again. While WuXi related headers lead to "sell Chinese bios" narrative , Carvykti sales are up a lot and in-vivo CAR-T early data looks intriguing

[value @ValueReporter]

@ViceVersaEqu Last I've heard is that before anything can be sent to ACRA, the official, sealed court order must be formally "extracted" (processed and issued) by the court registry and it might take days, not hours.

[value @ValueReporter]

Just a friendly reminder to all BioTwit algos and junior hedge fund analysts: $WVE is totally dead. The panic on March 26 over that 1% net body weight loss headline was 100% right. Definitely don't look any closer. Move along. 👇🧵

[value @ValueReporter]

@MarcJacksonLA Looks like these "Rodman & Renshaw analysts" just read my X posts ;-)

[value @ValueReporter]

@MarcJacksonLA https://t.co/xeJvOkjtV0

[value @ValueReporter]

Comparison of ASO assets targeting Huntington disease after $RHHBY $IONS discontinuation of 2 of them.
Unlike these 2 $wve wve-003 has both allele selectivity and neutral charge PN backbone.

[value @ValueReporter]

$gdyn Interesting developments, looks like by now they open sourced all the main components of their Grid Dynamics AI-Native Development Platform https://t.co/BDL9foOXfZ

- Allium https://t.co/J87bYzUBxz
- Rosetta https://t.co/K5B1vWkEly
- SpecFlow https://t.co/bDZ4gaZIZp

[value @ValueReporter]

$wve ​No court order lodged in ACRA yet. The hearing finished late in the afternoon (Singapore time), so there likely wasn't enough time to extract the officially sealed court document and lodge it before the close of the Singapore business day. Expecting it to process in their Wednesday morning queue.

[value @ValueReporter]

@hithopadesa The only thing we know is that funds were happy to pay $19 in December, so anything below that would be a really bad look for the wve board from fiduciary duties perspective

[value @ValueReporter]

This Tuesday, July 14, at 2:30 PM SGT, the Singapore High Court holds the final hearing to lock the Delaware Fortress. Once ACRA logs it, the Delaware redomiciliation activates, and the legal structure is clear for a BO
But remember: WVE is dead. Please keep selling. 🤫🏰 $WVE

[value @ValueReporter]

June 2026: the CEO gets a fireside chat at the GS Healthcare Conference. Fun fact: Goldman has zero equity research coverage on $wve. So who invited him? Of course not the M&A advisory desk of GS. Bolno says he's "spending a lot of time" with Big Pharma. Pure small talk! 🎤🍿