ACR
Acres Commercial Realty Corp
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Delinquencies on commercial real estate loans rise sharply in Q4
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$ACRV Now $1.70 ..Acrivon Therapeutics CURRENT CASH and investments of approximately $119 million are expected to fund all planned operations, including the ongoing ACR-368 Phase 2b trial and the next Phase 3 confirmatory trial, into the second quarter of 2027. This is crazy to be at these levels...$1.70 right now - NO Outstanding shares increase. Price Targets Raised. Cancer Tumors shrinkage. 3 products in development. Only $59M Market cap. $ACRV
Acrivon Therapeutics CURRENT CASH and investments of approximately $119 million are expected to fund all planned operations, including the ongoing ACR-368 Phase 2b trial and the next Phase 3 confirmatory trial, into the second quarter of 2027. This is crazy to be at these levels...$1.70 right now - NO Outstanding shares increase. Price Targets Raised. Cancer Tumors shrinkage. 3 products in development. $119M in cash. Only $59M Market cap.................
Not a penny, but check out **MLTX** -90% Oct 23 - Oct 26 2025 Fall Clinical Dermatology Conference, Las Vegas, Nevada Oct 24 - Oct 29 2025 ACR Convergence, Chicago, Illinois Dead cat bounce or bags
In on $ACRV. Waiting on clinical data from ACR-2316 (Phase I) and ACR-368 (Phase IIb). Thanks to those who found this raze and mamegan.
Thanks for the response—and I completely understand the instinct to push back on lofty valuation targets. But let’s walk through your points carefully because, respectfully, some key facts may shift the risk/reward framing. **1. “Valuation is not absurdly low—it reflects trial risk.”** True in principle—but the degree of discount here is extreme relative to peers with similar data maturity. - ATYR trades at a ~$300M market cap while entering **Q3 Phase 3 readout** for a rare disease with **zero FDA-approved competitors**. It has: - Statistically significant Phase 2a data (+180mL FVC, p = 0.035; 85% relapse reduction) *(ERJ Open Research, May 2025)*, - A fully enrolled, DSMB-validated 268-patient Phase 3 (EFZO-FIT) *(aTyr Corporate Update, May 2025)*, - A running FDA-sanctioned **Expanded Access Program** based on investigator demand *(aTyr Q1 2025 earnings)*, - **Orphan + Fast Track** designation from both FDA and EMA for sarcoidosis and SSc-ILD *(FDA/EMA designations via aTyr IR website)*. This is not a preclinical pipe dream. It’s a **de-risked, regulatory-aligned, pre-commercial setup**. By contrast, Arena ($6.7B), Receptos ($7.3B), and Karuna ($14B) all had Phase 2/3 immunology assets at time of takeout—but **none had the biological depth or platform optionality** that ATYR offers in fibrosis, ILD, and oncology *(comps: Pfizer, Celgene, BMS acquisition data)*. **2. “Weakish readout or delay would be a big issue as money runs out in Q4.”** Important concern—but it’s not accurate to say they’ll run out of money before the readout. - Cash balance as of Q1 2025 = **$78.8M** *(Q1 2025 10-Q filing)*, - Runway explicitly covers operations **through and beyond Phase 3 readout** in Q3 *(Q1 2025 earnings call)*. In addition, aTyr is eligible for additional milestone payments from their Japan partner **Kyorin**—with over **$155M in development and commercial milestones** remaining *(Kyorin partnership agreement via aTyr IR)*. **3. “The trial is just testing steroid reduction, not disease modification.”** This is a misunderstanding of both the **design** and **regulatory context**. Yes, the **primary endpoint is steroid reduction**—but: - That is **aligned with FDA guidance** and accepted as a valid clinical endpoint in sarcoidosis *(FDA/ATS/WASOG guidelines)*. - The trial also has **secondary endpoints** for **lung function (FVC), quality of life (KSQ-Lung)**, and **symptom burden** *(ClinicalTrials.gov EFZO-FIT entry)*. Importantly, the *prior* Phase 2a trial already showed **concurrent improvement** across all of these dimensions—even during a forced steroid taper: - +180mL FVC - 85% reduction in relapse - Better KSQ and biomarker profiles than placebo *(ERJ Open Research, 2025)* And this isn’t just internal data: it’s **peer-reviewed, published**, and was even selected for the **Best of CHEST 2024** conference *(CHEST 2024 Abstract Highlights)*. **4. “This isn’t a multi-billion platform. That’s retail hopium.”** Again, let’s look at the facts: - **Sarcoidosis** TAM = $1.6B–$2.3B *(DelveInsight and GlobalData reports)*, - **Systemic sclerosis-ILD** = high-mortality, no curative options. TAM easily exceeds $1B *(Science Translational Medicine 2025; ACR/NIH estimates)*, - **CTD-ILD, CHP** and other ILDs = follow-ons with demonstrated NRP2 macrophage involvement *(Science Translational Medicine 2025; aTyr pipeline)*, - **ATYR0101**: Anti-fibrotic fusion protein targeting LTBP1 → $3B+ across liver, kidney, and lung fibrosis *(aTyr pipeline briefing, 2024)*, - **ATYR2810**: Oncology bispecific targeting NRP2/VEGF-C → data presented at **AACR 2025** *(AACR 2025 Abstract Book)*. Together, this forms a **tRNA synthetase-derived immunobiology platform with over 200 granted patents** *(aTyr IP portfolio overview)*. **Bottom Line** There are always risks in biotech, but $ATYR is being valued like a Phase 1 single-pathway flyer. That simply doesn’t match the dataset, pipeline, or strategic positioning. - This is a **Phase 3 platform** with clean safety, validated mechanism (NRP2), and FDA-aligned endpoints. - It is trading at **1/10th–1/20th the valuation of peer takeouts** with similar or inferior data. - Float is **tightly held by institutions (~97% of float), short interest is 12%, and volume remains thin**—all preconditions for structural dislocation if results are clean. No hopium here—just asymmetric math and a very real shot at re-rating. Appreciate the skepticism—it sharpens the argument. But this setup is rare, and all the ingredients are on the table. Let’s see what happens.
JPow wrecked kids with his fall camo Ump45 and rpg. Pred missile-> pavelow->nuke Mango noobtubed with an ACR and one man army. Care package -> emergency airdrop -> EMP
ACR/PC, 10.475 coupon, at about a dollar below par. Their common stock is pretty meh, tho.
Firstly I'll deliver the exact transcript for you: > First, let me be very specific, they are in the non-AI ACR component. Our Azure AI results were better than we thought due to very good work by the operating teams pulling in some delivery dates even by weeks. > On the non-AI side, really, the challenges were in what we call the scale motions. So, think about primarily, these are customers we reach through partners and through more indirect methods of selling. And really, the art form there is as these customers, which we reach in this way, are trying to balance how do you do an AI workload with continuing some of the work they've done on migrations and other fundamentals, we then took our sales motions in the summer and really changed to try to balance those two. > So, again, in Q3, we are working from a pretty constrained capacity place, and that's no different than it was our expectation to be in that position last October when I talked to you all. And when I talk about being capacity-constrained, it takes two things.. And from the CEO: > The enterprise workloads, whether it's SAP or whether it's VMware migrations, what have you, that's also in good shape. And it's just the scale place where Amy talked about this nuance, right, how do you really tweak the incentives, go-to-market? At a time of platform shifts, you kind of want to make sure you lean into even the new design wins, and you just don't keep doing the stuff that you did in the previous generation. And that's the art form Amy was referencing to, to make sure you get the right balance. But let me put it this way. You would rather win the new than just protect the past. And that's sort of another thing that we definitely will lean into always. More on capacity: > You have to have space, which I generally call long-lived assets, right? That's the infrastructure and the land and then you have to have kits. We're continuing, and you've seen that's why our spend has pivoted this way, to be in the long-lived investment. We have been short power and space. And so, as you see those investments land that we've made over the past three years, we get closer to that balance by the end of this year. My take: - moving your customers customer or indirect customers to your latest product is a challenge and sometimes big cost and sometimes not worth it and sometimes best opportunity to sell more new stuff. They recognize this and are trying to strike a balance. - yes it seems like right now they are putting more effort on AI. But as he says even under the hood of AI stuff the usage of storage and compute power for those still are high and healthy. - capex expenditures they made to increase their capacity stil haven't shown up in returns and they expect only by later this year. - they have demand, just not capacity and they're building it. I highly recommend MSFT earnings calls because it's very interesting usually..they talk about everything form gaming, cloud, copilot to deepseek. I also find the leadership to be very knowledgeable. As you can guess I like the company and I'm biased. That's why I pasted the transcripts here.
Lmao just another degen tryna make generational wealth and retire in my 20s. U aren’t much better yourself with that ACR in ur name? Big poker player eh? 🦍🦧😂
You understand Nvidia has a huge software business too. I corrected myself later that I meant ACR
Down-payment for a 5th gen viper ACR
Bovada, ignition, global, ACR... Are you convinced they're all scams cause you got coolered or what?
I love your comment, and it makes the most sense based on their priorities (which unfortunately come from hard reality) which others are simply disregarding. But they can get higher than 8% yield if they get creative, too. For instance, some preferred stocks could help greatly with a combination of discount to par and current high yield. Many of them go from fixed to floating rate etc., so can help cope with uncertain inflation in the short term. For just one tiny example, ACR-C has a current yield of 10.7% and a discount to par of almost 25%. Enough of those in a diversified portfolio could juice returns and provide some very helpful upside if called. Some stocks and funds are simply money machines and relatively solid, for instance ARCC. It's currently sitting at a 10.4% yield, and has a long history of beating broad-market total returns.
Yeah I should’ve been more specific, I wasn’t implying that Rari’s are american muscle. Just that 1,000 hp of gas fueled American muscle is more fun to drive than any electric vehicle super car or otherwise. I’d just build 1,300+ HP of american muscle before I’d buy a product car that boasted 1,000hp. But I’ve been building hotrods since I was 7. In terms of American muscle that uses aspirated engines: Dodge Viper ACR: naturally aspirated V10 Corvette C4 naturally aspirated V12 prototype Corvette C8 naturally aspirated V8
Man I wish online poker was legal again federally. In my state, can't play anything worthwhile. Bovada / ACR are all basically scams. FullTilt and Pokerstars were the shit.
Lil kid me made grown folks cry with the ACR 😂
If you’re not in a legal US State (PA, DE, NV, NJ, MI) then ACR or Ignition are your best bets. If you live outside the US then GG is the king.
Mixed bag. Somehow at open I chose MSFT and NFLX, which pretty much were the strongest tech stocks of the day. NFLX just seemed good because usually when a billionaire hedgefund guy announces they bought a bunch, they sell it during the pop like Icahn did 8 years ago. But, I had a free $1 tourney ticket for ACR and won 2 tournaments in a row for a seat at a $100+$9 tourney for a $2,500+$150 tourney, so technically I 100x'd up today in something at least.
Anyone play on ACR to get your gambling fix until Monday?
ACR with Heartbeat Sensor, Silencer and FMJ… little 10 year old me made grown folks cried back then
A buddy of mine in NJ has a Viper ACR, his license plate says ACR FJB.
Fuck yeah, I'll have to do some DD to see what sites can host private cash games. I use ACR but I'm only seeing private tournaments on their site so far
Buy Buy Buy my Darling Sale Sale Sale Cheapest Play in adtech TRMR. Up10% since yesterday's call out. Get on train or miss out. Fast growing revenue. Big on connected TV. Just signa contract today to gain exclusive access to VIDAA’s automatic content recognition ('ACR') data in the U.S. and internationally. VIDAA is currently an operating system for TOSHIBA TVs. Part ownership by NewsCorp and has first access to their digital properties. As you see, today an Israeli adtech company with exclusive search access to Microsoft's browsers went up 28%. The said company is owned by Mama Woods in her ISRL fund too. This poster is up 170% on that said stock. I can't mention it here because of the market cap limitation. However, TRMR has more CTV revenue than said Israeli adtech company.I see this stock going minimum 50% in next 6 months. The stock is cheap, selling at annualized PE of 20, for a 40% growth stock. The sale won't last. Love Love Love ​ Mods love me!!!!!
I like AA, ACR, BEPC, and SITE. I have no position in them nor do I know anything about them. In fact I chose them at random.
TNX-102 SL - results to be presented at ACR on November 6, 2021. Tonix’s expanding infectious disease pipeline, including TNX-1800 - a live virus vaccine designed to protect against COVID-19 TNX-801 - a live virus vaccine designed to protect against smallpox and monkeypox TNX-3500 - a small-molecule antiviral under development to treat COVID-19 TNX-2100 - a peptide-based skin test to measure functional T cell immunity to SARS-CoV-2 Tonix purchased the RDC from Southern Research, a collaborating partner on TNX-1800 and TNX-801 development. A lot of serious work is ongoing nowadays with TONIX and we need to appreciate the efforts of TONIX trying to achieve the pipeline results towards planning and providing transparency which was missing before! P.S.: DYO, DueDil. I will not and cannot be held liable for any actions you take as a result of anything you read here.
Looks like I’m rechallenging myself to grow an online poker bankroll. This time around, get my original $300 deposit to $7200 on ACR from $10NL to $50NL and tap out at $200NL Blitz Poker. From there, just play and gather regular income from it. That’s basically my live bankroll. Anyway, great expectations this week. No matter what we’re heading up.
Is this guy wearing a nappy? https://acrnm.com/rails/active_storage/representations/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdUpUIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--02b0f166691f4dbb7118a95a79f4f14d8bb9a809/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCam9MY21WemFYcGxTU0lKT1RZd1BnWTZCa1ZVIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--df282ea603a06038b5d33ff4aca6209e38bf89ff/SS21_ACR_Tilak-Evolution_095.jpg
Let’s see if there’s another bill run for $AAPL tomorrow. Want to sell some more FDs to keep the money flowing. Also, made a quick $25 on Blitz Poker on ACR in 30 minutes. Worth the hassle and having a real bankroll helps with some of the stupid shit I was pulling.
ACR makes my gaming pc and 2021 macbook run hot.. shit is worse than Chrome
Was about to get back into ACR for online poker and the shit platform won’t let me get on with my iPad or iPhone. Fuck, let me get in so I can steal some money from these fuckers.