BDC on X
$SOXX could go down 20% from here and still be up over 30% YTD
X
BDC
Everything we have picked from this writer, newest first.
BDC on X
@be4_the_h3rd @JasperRidley $xgn just getting started imo
BDC on X
@BoxLongs Wild truth is that if $SNAP chooses they can earn over $1/share in FCF next year. $5 stock.
BDC on X
XGN’s AVISE autoimmune panels are used by a rheumatologist for greater accuracy than generic tests, with a Myositis marker planned for 2027.
BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
BDC on X
XGN’s Q2 biopharma revenue rose 40% to a quarterly record as it trades at 2.5 times sales versus peers at 10.3 times, ahead of a 2027 myositis-test launch.
BDC on X
@DueDoctor Oh I agree 100%. The move is totally insane. $GME like. +20% would have made some sense based on math. I actually think lack of 2ndary here is even WORSE for them. They need the cash. 2ndary cleans up that need.
BDC on X
@DueDoctor All goes well this could add $800mn in annual revenue to $mrna. Added $44B in market cap. Market said that theoretical 2-3 year out revenue is worth 50x + yesterdays' market cap
BDC on X
@BoxLongs $SNAP added $250mn in revenue yy and $200mn in adj ebitda. Adj shares outstanding actually decreased 70 bps yy. FCF +400% yy. While everyone knows its a horribly managed asset, the numbers in isolation are MUCH improved YoY while stock itself is down 30% yy.
BDC on X
Moderna faces a predicted large secondary offering and insider sales as its mRNA cancer therapy’s commercialization and clinical benefit are challenged.
BDC on X
This is really bullish $STLN. Their data underpins much of the potential here in oncology immunotherapies. https://t.co/mimQBZ9OM2
BDC on X
Moderna’s Phase 3 cancer-vaccine announcement reports endpoint success without disclosing recurrence-free, distant-metastasis-free or overall-survival data, leaving the clinical bar unknown.
BDC on X
$MOB making it clear that they stand to benefit from higher drone tariffs. https://t.co/s9NvgFyjtw
BDC on X
Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh
BDC on X
How important is precise autoimmune diagnostics? How big is this market? How fast is it growing? $XGN, 2x sales. https://t.co/Q54JkIDLkQ https://t.co/a2FvxREDnN
BDC on X
Exagen trades at 2x projected 2026 revenue versus 10x for peers after a Q2 beat and raised outlook, as it launches a myositis diagnostic marker.
BDC on X
@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.
BDC on X
SanDisk's long-term agreements smooth revenue and soften cyclicality, but reduce the upside investors expected from a semiconductor-cycle recovery.
BDC on X
STLN, formerly TOI, reports rising revenue, positive free cash flow and EBITDA after a debt refinancing and rebrand. Management is positioning the former distressed equity as a growth company.
BDC on X
Outstanding results from $STLN (formerly $TOI) https://t.co/csecGWhVFe
BDC on X
ESPN remains a disaster for $DIS https://t.co/IHc4sav9Et
BDC on X
Really starting to like this $XGN mgmt team.
BDC on X
Neuronetics, $STIM, gains backing from its largest shareholder and an activist as new management pursues a turnaround, with shareholder board nominations focused on maximizing equity value.
BDC on X
Apple trades at 35 times earnings despite Services deceleration and slowing China revenue, with harder comparisons ahead and near-doubled market capitalization raising ownership risk.
