Ja Hish (@yachmod) 's Twitter Profile
Ja Hish

@yachmod

In Lebanese culture, an insult, mostly in fun, is to the English word 'mule'. Cousin: “Help me carry these bags jahish( or also “ya kmar” aka donkey)”?

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calendar_today17-02-2012 00:53:42

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JA HISH CASINO BOOKIE PARTNERS sets 2026 dilution over/under at +7.6% for $SRPT aka Sarepta Therapeutics. WARNING: In the event of a buyout all bets are kept by the house to offset all previous dilutions. Past performance does not guarantee future results.

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$SRPT RSUs basically doubled positions of top management which means if SP just doubles from here they made up all of the 2025 declines. Meanwhile, regular investors have to climb a steep wall. Better have something good leading up to JPM.

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Interesting info if you care. Of 13 Russell-related ETFs that should own $SRPT only 4 do. Those 4 only comprise 1.6M shares, avg of .05% of their holdings. Yes, 5 100ths percent. 63 ETFs hold it. Top 2 $IJR & $ESGV control 11.6M shs or .58% of holdings. Both performing horribly.

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$SRPT Institutional holding % is overrated unless all of their underlying ETFs and funds’ % holdings are meaningful and doing well. They all could be watered down to meaningless %’s and a Blackrock could still own 12M shares.

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Not knocking $RGC because I own some of it but how the hell is this sitting at $27 and a MC of $13+B and has never received one dime of revenue since inception compared to $SRPT. No “no deaths caused” comments please.

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$SLS Damn, look at the borrow rate on a $4 sp. WTH. At that rate I guess paying a nickel a day to hold the short position you could break even in 80 days if the stock went to 0. I guess I don’t see it.

$SLS Damn, look at the borrow rate on a $4 sp. WTH. At that rate I guess paying a nickel a day to hold the short position you could break even in 80 days if the stock went to 0. I guess I don’t see it.
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Naturally a PR from $RGNX prior to $SRPT presentation tomorrow. I bet on both horses but they couldn’t wait until Tues or Wed prior to their own presentation. ir.regenxbio.com/news-releases/…

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$SRPT Is that it for this week? Guess how EBITDA will shake out is the only thing they are worried about since mgmt is being rewarded for that now. No Europe, No LGMD, No update on cohort 8, …

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$SRPT Was able to to finally listen to whole JPM presentation. Sounded overall pretty good but that dang word “contextualize” popped up again. The context of the SP is that it is in a hydroceramic elliptical-shaped bowl usually found in a lavatorial setting.

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$SRPT Why doesn’t anyone ever ask Douglas Ingram about Europe and Roche? Even though the decisions aren’t Sarepta Therapeutics’s there is impact to top line and contribution to COGS. There is supposed to be a joint committee on this partnership. No peep from Roche nor Sarepta.

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$SRPT How about this idea? For every share that mgmt and BOD dilutes for their own benefit that the company buys back on open market. Douglas Ingram please let us know if that flies with the BOD. Thank you for your attention to this matter.