F2ZOO

full time stock market participant for 2 years. focused on small to midcap bios (no microcaps). still learning. former Army veteran. former C-level exec

[F2ZOO @zoo_f2]

@AntifaChristian @InTheTrenches2 I firmly believe BO will happen. Down the road. Q1 2024 maybe or earlier. But I had that view even four mo ago. I knew they would try to get more valuation than 4-5. To do that they need more time

[F2ZOO @zoo_f2]

@AntifaChristian @InTheTrenches2 Absolutely. Scrooge Denise spending 275k. Is very significant for me. And cheap add cfo spending 15k isn’t nothing. Rubric spending 1.5m more big too

[F2ZOO @zoo_f2]

@BioValues @ej23ny @ej23ny needs a freakin common sense. And stop the nonsense about BO. U been at it for 6 mo. Get over it. BO wasn’t even in their plan for awhile but you and few twit boys continue to urge others of false narrative despite facts presented last few months $mreo

[F2ZOO @zoo_f2]

@BioValues @ej23ny Why is BO so important to few retail. My gosh. Such a waste of energy. Imagine with that attitude for every insider ceo cfo buys stocks would would tank every time because ppl like you would just rather sell because ceo ‘believes’ in their co with their own money.

[F2ZOO @zoo_f2]

@BioValues $mreo last post.
yes, huge ceo inside buy (shocking) is a big deal. & conservative cfo who bought. instead of being 'disappointed' that BO thesis is 'delayed', ppl focusing on that fool's dream versus what largest shareholder did (2M share), ceo did (200k sh) seems silly

[F2ZOO @zoo_f2]

@BioValues $mreo based on vol alone, hot money left already.. after Rubric add buys 18 days ago. we trade sub 1M vs 2-3M a day weeks ago. shorts r quieter and not much reason 2 short w/ warrants gone. i, for one, am happy that BO happy retail are mostly gone. fool's gold

[F2ZOO @zoo_f2]

$mreo are we just pinned at 1.25 now?

[F2ZOO @zoo_f2]

$mreo
6. In this scenario (BO $5-7/share), company needs both $rare data to be 'extremely' positive & Alvelestat partner to materialize
7. For home run BO of $8-10/share, needs Tigit asset to become material (NVS data 2H 2023), and add 200-300M valuation on top of other 2 assets

[F2ZOO @zoo_f2]

$mreo speculation only:
all retail here expecting BO in weeks to 2-3 months. Not happening!
1. Mid year data ($rare)
2. Alvelestat "partnership" (maybe 2H 2023). $rare partnership took 9 months over even more attractive asset. Alve not slam dunk
3. Maybe potential BO after #1&2

[F2ZOO @zoo_f2]

$mreo
4. as much as valuation is undervalued, it's rare for an acquirer to scoop up company for 4-5X. odds are against it (but not impossible)
5. much more likely $mreo wants to see shares rise to at least $2, more likely $3 first to be in position 2 negotiate BO at higher MC.

[F2ZOO @zoo_f2]

@dallascowboys @EzekielElliott cold world of sports... love Zeke.. hope he gets that 10,000 rush yards next 2 years... Cowboys still won't jack shit. hate that team... only zeke was reason i watched...

[F2ZOO @zoo_f2]

@gurgavin tank is not crash.

[F2ZOO @zoo_f2]

@avidresearch $mreo not trading way below cash. not even just below cash. Cash is ~60-65c maybe. PPS near 90c.. but 2 decent rare disease assets. Tigit asset too. surely worth more than $90c

[F2ZOO @zoo_f2]

@OptionsHawk or biotechs... $xbi is way off of year high

[F2ZOO @zoo_f2]

$mrsn entered 25K here. into summer/ mid year data. very + on outlook. also Aug option looks very ++ by some big $. max. will not add.

[F2ZOO @zoo_f2]

$mreo I am long but ppl do know that FDA AA path is not a slam dunk deal? more likely than not we do not get AA path but I don't consider that "bad" news. maybe just expected news (based on pps).

if AA, we spike. if not, maybe back to 70c area or so for add opportunity.

[F2ZOO @zoo_f2]

$mreo low vol. can we keep the gain? 2+ wks to QTR end. where is the FDA news?

[F2ZOO @zoo_f2]

@livetradepro why xbi?