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Yellowbrick Investing
In honor of all the big biotech wins recently, shoutout to MrStingy from VIC, who is up almost 350% in two months (link) on PepGen $PEPG after good results came out a couple of weeks ago. https://t.co/dMG4vvX4dv
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In honor of all the big biotech wins recently, shoutout to MrStingy from VIC, who is up almost 350% in two months (link) on PepGen $PEPG after good results came out a couple of weeks ago. https://t.co/dMG4vvX4dv
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Quiver Quantitative
This has been so wild.
Representative Cleo Fields bought stock in a Bitcoin mining company called IREN this summer.
We called it out because it was the first time we had ever seen a politician buy the stock.
$IREN has now risen 199% since his trade.
It's been 3 months. https://t.co/lG0x0q9mKC
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This has been so wild.
Representative Cleo Fields bought stock in a Bitcoin mining company called IREN this summer.
We called it out because it was the first time we had ever seen a politician buy the stock.
$IREN has now risen 199% since his trade.
It's been 3 months. https://t.co/lG0x0q9mKC
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Yellowbrick Investing
$SLNO
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$SLNO
$slno long idea (as promised):
$slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged 4 and older. For those unfamiliar with PWS, its a rare genetic disorder, characterized by insatiable hunger, obesity and high mortality risk from comorbidities. PWS affects 1:15,000 live births (8,000-12,500 U.S. patients and ~20,000 in EU). VYKAT XR is an extended-release formulation of diazoxide choline a potassium channel activator reducing hyperphagia by modulating neuronal activity.
Lets focus on the numbers that are in front of us. Weight-based dosing (up to 525mg/day) with titration, $slno pricing their drug at a annual cost ~$500K for adults. Early launch metrics are strong, with Q2 revenue of $32.7M > consensus. 295 unique prescribers by the end of Q2 and patient start forms were 646 in ~95 days, and ~500 more in Q3 leading to at least 1,000 treatments initiated… $slno expected peak sale ranges between $1.8b to $2.6b. If you go by the peak sale numbers, this should be trading around $90 in my opinion. Lets also not forget $acad recently failed, and $aard data (next year) if that too fails then it would leave a huge chunk of the pie in the space for $slno as they continue to ramp up sales.
On the safety concerns which Scorpion have been pounding the table for us to look at the FAERS database (e.g edema, hyperglycemia, one reported death). These updates are viewed as on-label. They are expected in a fragile PWS population and happy to debate this but this is not indicative of broader issues particularly given the natural 3-4% annual PWS mortality rate from cardiovascular or pulmonary complications. Under $70 going into earnings is I think is a good setup personally. I’ve been buying quite aggressively at these levels. Q3 ’25 revenue I think will come in above $60M-$65M (vs consensus $46m).
The basis of Scorpion short thesis revolves around the noise from Facebook groups where discussions suggest a safety crisis and patient backlash. If you study the history of PWS and VYKAT XR we already know its not a drug that cures PWS, but in fact helps manage the condition. FAERS data shows no major new updates since Sept (23 cases total, including 1 death from pulmonary embolism, deemed unrelated). PWS community discussions on Facebook also mention positive experiences with VYKAT XR too which Scorpion conveniently left out. Anyways I’ve learned to not rely on these pt forums. The launch trajectory supports upside to $100+ in 12-18 months if Q3 beats consensus and safety fears fade (which btw are so overblown). The drug in fact appears safer than realized, given PWS patients' multiple comorbidities and the low reported death rate (only 1 verified among ~1,000 treatments, potentially a few others unclear if drug-related well below the natural 3-4% annual rate). Also lets not forget the drug underwent a thorough FDA reviewal/approval process. KOLs also view as safe and effective given PWS fragility and comorbidities. Sometimes it really is that simple. tweet
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Seedy19 (@seedy19tron) on X
$slno long idea (as promised):
$slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged 4 and older. For those unfamiliar with PWS, its a rare genetic disorder, characterized…
$slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged 4 and older. For those unfamiliar with PWS, its a rare genetic disorder, characterized…
Offshore
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Yellowbrick Investing
https://t.co/wpWBCXyM7h
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https://t.co/wpWBCXyM7h
When hedge funds make 5–10% in a year, it’s called “alpha.”
Meanwhile, on Whop, retail investors and traders with real edge are launching their own paid communities where members are chasing double- and even triple-digit gains.
Finance is decentralizing. https://t.co/aXy0nssAKV tweet
AkhenOsiris
$SHOP back to 52wk highs
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$SHOP back to 52wk highs
$SHOP hit $159 on Monday and just hit $139.xx today. Large pullback, while consumer spending data holding up well, 3P data also decent (GMV accel'd to 30% last qtr). Natural fit to be at forefront of agentic e-comm, having partnered with OAI and Perplexity. tweet
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Investing visuals
Feels like we're getting close to peak euphoria right now. https://t.co/6Wi4SzKjUY
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Feels like we're getting close to peak euphoria right now. https://t.co/6Wi4SzKjUY
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Offshore
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 1):
- @finance_schmidt (portfolio update) - $IMB.AX, $ACP.WA, $ACNT, $MCB.TO, $KLNG, $IRIX, $BLM.V, $SUP.L, $NOW.V
- @TheRayMyers - $NU (neutral)
- @stpioc - $NTWK (neutral)
- @slocapital - $TGT https://t.co/H6IJ3PTwBD
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Added 62 new stock write-ups to the site (pt 1):
- @finance_schmidt (portfolio update) - $IMB.AX, $ACP.WA, $ACNT, $MCB.TO, $KLNG, $IRIX, $BLM.V, $SUP.L, $NOW.V
- @TheRayMyers - $NU (neutral)
- @stpioc - $NTWK (neutral)
- @slocapital - $TGT https://t.co/H6IJ3PTwBD
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