Trent Welsh

The one the only

[Trent Welsh @welshinator]

$Arwr moved from my 4th largest position to my second after its latest data release. Back near the top where it deserves to be. Has a ways to go though before it can overcome $IBIT bitcoin for lead dog though. Huge bitcoin bull. Don’t see myself selling anything anytime soon especially after the sell off of the past couple days. Slow and steady towards incredible gains.

[Trent Welsh @welshinator]

Made a lot on $nvda over the years. Hope to have more again later this year or next year. Always a good buy.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Trent Welsh @welshinator]

Awesome results for my 4th largest position $ARWR for the win.

[ArrowheadPharma @ArrowheadPharma]

Breaking News:

We’re pleased to announce positive topline results, with our Phase 3 SHASTA-3 and SHASTA-4 studies achieving the primary endpoint and all secondary endpoints in patients living with severe hypertriglyceridemia (sHTG).​

Learn more: https://t.co/motz0A1lZL

[Trent Welsh @welshinator]

@JamesMclaw70633 Still early days so anything is possible. Data coming out 2nd half of 2026 should help clear up a decent amount of speculation depending on how good the data is. But yea. Definately in the cards I would say but a long road ahead still.

[Trent Welsh @welshinator]

My larger plays for the 3rd quarter involving my #3 and #4 largest positions Arrowhead $ARWR and Sarepta $SRPT. Partners in crime with explosive upside this quarter I believe. SHASTA 3-4 top line data for $ARWR due with approval potentially in second half of 2027 would be a major uptick in commercial sales (much larger target market) for Arrowhead after Redemplo’s approval. Sarepta’s partnership with $ARWR means it could easily move with Arrowhead’s success as Sarepta bought jnto Arrowheads TRiM platform. Plus I think Sarepta might finally be in a position to raise its commercial sales guidance after playing super conservative in the first half of 2026 as it recovers from last year’s debacle bringing the stock to its knees. Cash flow positive and raising guidance along with $ARWR’s data means Sarepta might finally be in a position to rip upward as investors put last year in the rear view mirror. Sarepta also has key data potentially released but making lots of cold hard cash and raising guidance finally along with Arrowhead front running could mean meaningful gains for Sarepta as it might finally start to dig itself out of the doghouse.

[Trent Welsh @welshinator]

@DoctorJack16 Requested 1964. Got 64

[Trent Welsh @welshinator]

@Teslaconomics Schwab

[Trent Welsh @welshinator]

@Teslaconomics 64 received out of 1964 requested.

[Trent Welsh @welshinator]

Let’s go $ARWR Arrowhead. Should be a marvelous second half of the year. Morgan Stanley upgrades to overweight and $100 price target on likely potential positive Q3 data results and improved top end revenues and an outstanding pipeline. My third largest holding behind #bitcoin and $TSLA. $100 share price very likely over the next year I would have to agree with Morgan Stanley. Should be a nice run up before the fda decision.

[Trent Welsh @welshinator]

Wow. $fnma. What a move today out of nowhere. Went from a loss on the stock to nicely up after today’s 50% run up. Think there is a very good chance trump tries to address the stock after Iran. Risky because if he doesn’t it’s a $2 stock but can double even from here in no time if he signals any interest in it in the coming weeks. And like 5X upside from where I bought in quick order if they start signaling any momentum on addressing the situation.

[Trent Welsh @welshinator]

@DK_Assist Check your pronouns. It’s one.

[Trent Welsh @welshinator]

@commonsenseplay My fourth largest position. Close to becoming my third.

[Trent Welsh @welshinator]

Awesome results :). $SRPT

[Sarepta Therapeutics @Sarepta]

Today we announced early clinical results from Phase 1/2 ascending-dose studies of SRP-1001 for FSHD1 and SRP-1003 for DM1. The results demonstrated dose-dependent muscle exposure, early biomarker effects and favorable tolerability, reinforcing confidence in the potential for differentiated delivery capabilities of our platform. Learn more: https://t.co/PGXyrSg0ju

[Trent Welsh @welshinator]

Love this analysis and love $ARWR. My third largest holding behind bitcoin $IBIT and Tesla $TSLA.

[BioBoyScout @BioBoyScout]

NEW WHITE PAPER — dropping today.
"THE NEEDLE WINS: How the Auto-Injector Revolution Is Ending the Reign of the Daily Pill"
A deep dive on the biggest second-order trade in biotech right now.
https://t.co/Bb20zPgJ63
$ARWR and the #RNAi sector. Thread 👇

[Trent Welsh @welshinator]

Congrats on improving the lives of patients.

[Sarepta Therapeutics @Sarepta]

Today we announced positive topline three-year EMBARK results showing that our approved gene therapy significantly slows disease progression on key functional measures in ambulatory Duchenne patients. Read the release at https://t.co/Fj9GrqIHK8.

[Trent Welsh @welshinator]

Awesome Sarepta $SRPT top line data showing significant improvement in reducing the rate of decline in a key DMD group. Go Elevidys!!! My 4th largest holding could see some great upward momentum after these results for its key commercial drug.

[Trent Welsh @welshinator]

Today is Sarepta’s day. New potential candidate for Huntingtons Disease. Look at where $SRPT stock was a year ago and where it sits today. High risk and high reward stock with most of the risk downside mostly priced in after the last year. Far more upside with this stock if they can just execute and crazy deaths not directly due to their drugs stay at bay. My 4th biggest position that could be my top holding by years end if they can execute and the market reacts accordingly.

[Sarepta Therapeutics @Sarepta]

Sarepta announced the submission of its CTA for Study SRP-1005-101 to the New Zealand Medicines and Medical Devices Safety Authority. SRP-1005 is an investigational small interfering RNA (siRNA) therapeutic for the treatment of Huntington’s Disease. Read more: https://t.co/KagZn0KIGY

[Trent Welsh @welshinator]

#ARWR Arrowhead continues to impress with great news to start the year with Redemplo for FCS world expansion and early stage Obesity data. After a massive year last year will be hard to build momentum this year until we get closer to year end and maybe excitement builds over possible FDA approval for additional indications for FCS. Never ended up selling a share as I think the prospects for additional giant gains continue to be very high in the coming years my third largest position behind bitcoin $IBIT and Tesla $TSLA.

[Trent Welsh @welshinator]

#VikingsPepsiSweepstakes. Great bday swag pack to end the year on week 18 against those filthy Packers. #Skol #GoVikings.

[Trent Welsh @welshinator]

Lets go. Amazing company with all the potential in the world to become a healthcare leader with its wholly owned pipeline and partnered candidates.

[ArrowheadPharma @ArrowheadPharma]

We are pleased to announce the initiation of a Phase 1/2 clinical trial investigating the use of ARO-MAPT as a potential treatment for Alzheimer’s disease. Learn more here: https://t.co/oAvh1V8Onn