🚨PITCH ALERT🚨 $NKTR Currently at $0.676, representing a ~0.45x cash multiple and approaching an atopic dermatitis (AD) readout that has a legitimate chance at success, $NKTR represents one of the most compelling risk/reward profiles I have ever seen in small cap biotech.

So uh…do we not have a China deal anymore?

Ngl this is a little nutty on $HIMS part. Litigation risk for the personalized thing definitely isn’t 0, especially with $NVO CEO change.

Layoffs at $HIMS. Tell me more about the supposed exponential growth they’re experiencing? Cracks are starting to form.

Well June is upon us - $NKTR will report the AD data sometime this month (most likely late in the month IMO). I definitely would have expected the stock to trade up more into the June timeline than this, but I suppose that it is up ~6% since my thesis was shared while the $XBI

If Hansoh achieves every. single. penny of the biobucks in this deal after the paltry $80M up front, their value would *still* be less than the current $VKTX enterprise value. Hansoh is already in phase 3. $VKTX still hasn’t started theirs (tick tock btw - what’s the holdup?).

1.3M customers and only $30-$79M *revenue*. You sure you want to expand into *that* market, $HIMS? Is this thing even profitable? Countries with free healthcare, less discretionary income than the US, and $HIMS secret weapon of drug advertising/marketing largely handicapped

$LXEO - Ever since we panicked over Vinay hurting rare disease approvals, he’s been saying he won’t slow down even *incremental* treatments for unmet needs Most rare disease plays have recovered *significantly*. Why is the market still treating $LXEO’s AA plan like it’s this:

Smart person. Cheap suubstaack.

The answer was yes BTW $KYMR #STAT6 #WOW

$HIMS crowd should probably listen to opposing views every now and then instead of just attacking them. Lots of people want to pump the hell out of this stock with irrational/over-promotional nonsense. Almost a 20% correction intraday that FOMO buyers got burnt on badly.

I called another $HIMS intraday pump and dump in real time back in April as well. Just be open to both sides of a story. If your gut instinct is to just insult me because of a “bearish” view, you’re probably not very good at this or at least haven’t spent much time actually

Lots of questions about $NKTR stock split. First of all, if you’re freaked out, you should consider just following your gut and ditching it. Biotech microcap shitco investing (gambling) is not for everyone. RISKY! What does the R/S before data mean for the POS of the AD

Me every time 10Y yields are up by 0.01

Ooo gonna get another opportunity to short some gene editing turds with the NASDAQ near ATHs 😃 $NTLA $EDIT $CRSP $PRME

Ehem. Exactly one month later. $XBI is now *UP* from the Vinay scare/crash, and the gene therapy recovery is heating up. $XBI $BBC $IBB

I’ll focus on $LXEO here a little too as it’s one of the gene tx companies I know more about (and own). Since literally the minute the Vinay thing was announced, you could spend a couple hours and find numerous examples of him supporting accelerated approvals for rare disease.

$LXEO Accelerated Approval Plan > Munich Agreement

No $HIMS + $LLY partnership coming like HIMS longs wanted NightHawk Capital $LLY actually has some sense of right & wrong here and is not willing to allow themselves to be stepped on like $NVO was DoctorDueDiligence