Richard Mulero $TGTX that was a very cool anecdote. [After a presentation on Briumvi] "this gentleman left and said, yeah. I don't even know why you guys are doing this." "I bumped into him at a conference recently, and he said that Briumvi is now his number one treatment". AI transcription

May CPI numbers lighter than expected 👌 - CPI (YoY) 2.4% vs 2.4% expected (up from 2.3% in April) - Ex-food and Energy 2.8% vs 2.9% expected (same as 2.8% in April) - CPI (MoM) 0.1% vs 0.2% expected; - Ex-food and Energy 0.1% vs 0.3% expected $SPX $NASDAQ $DJIA

$SOFI initiated with an Overweight at Stephens. PT $20

The most important numbers announced during the $TGTX GS conf call this week. Just do the maths on what this means on Briumvi revenues .....

If this continues, America goes de facto bankrupt and all tax revenue will go to paying interest on the national debt with nothing left for anything else.

$TGTX 's patents expiry 20 years after date of filing (so 2022/23 + 20 years = 2042/43) (first pic) It is now seeking an additional 1,129 days upto 1,500 days extension = 3-4 additional years (second pic + link) federalregister.gov/documents/2025….

URGENT call to action: please contact any Republican senator you know to keep ORPHAN Cures Act & Accelerating Access for Kids Act in the reconciliation bill - at high risk of being removed Biotechnology Innovation Organization #BIO2025

🚨 SENATE TAX BILL TO OMIT PROPOSED CUTS TO MEDICARE ADVANTAGE Ripster | TENET | TENET CHARTS

We're excited for Clinical Trials at the Summit, where Peter Kaiser, MD, and Jeff Heier, MD, will serve as co-chairs. We’ll present updates on our SOL and HELIOS trials and discuss our mission to redefine the retina experience. Learn more: ow.ly/kcPt50WaVwE #CTS2025 #RetinaRedefined

$XBI $IBB Significant impact to bios especially SC by shortening the review time for a drug application to one to two months from the typical timeline of about 10-12 months. This will result in less need for raising $ for reaching the finish line.

$LRMR FDA has already stated in written correspondence that it is open to considering skin FXN concentration as a reasonably likely surrogate endpoint in support of an accelerated approval. Key nod from the agency. Data in 3Q.

$SoFi Big

This is the founder of Scorpion Capital, Kir Kahlon, the guy that was trying to attack a group of 17 year olds who are doing their best to research and be intellectually curious about stocks. How petty can you be - It's sad when the adult is the one that needs to grow up. $TMDX

And the turnaround

IRAN WOULD ACCEPT TRUMP’S OFFER TO MEET SOON -NEW YORK TIMES, CITING SENIOR IRANIAN

$ATYR PT raised to $25 at Wells Fargo. 🔥

$ATYR Wowza ! Continue to be long.

Nobody tell $HOOD or $SOFI bulls that the market share they’re taking is from the massive money center banks & legacy brokerages… not each other. The arguments are too funny & entertaining.

Meanwhile great news for $XBI #Biotech sector Sec. Kennedy was seen as the major concern for Bios as it had sparked concerns among biotech companies and investors. This is totally the opposite for Bios and sector in general ⬇️⬇️ Looking for this sector to perform well 2H and

Tesla’s Robotaxi service is in high demand.