Deep Sail Capital on X
@stretchmikep I put on an industry short of genetic data companies early last week, $TEM, $CDNA, $DNA, and $ABSI Other than that a couple of stocks with good short activist write ups like $EQPT
NASDAQ
CareDx, Inc.
CDNA
3 stories
$4.1B Market cap · 2026-11-09
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CareDx ($CDNA): Phantom Revenue is Driving the Rally
CareDx's rally rests on prior-period collection adjustments, while transplant test volumes grew 17% and competition, management turnover…
Fierce_beast on X
What are people buying and selling in this apparent biotech degrossing phase? I am looking given the irrationality of the situation and the temporary opportunities it may present on both sides of the ledger. $XBI recent returns seem driven by two stocks $MRNA and $TWST. I shorted small size some $CDNA, $MRVI. Long $ACAD, $UTHR and $CELC. Are these completely idiotic ideas?
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