RA

Reasonable-Hedgehog6

if this doesnt climb again after lunch im gonna act up 

Odd-Context4254

Up the RA- Good Friday agreement was always unacceptable. Brits Out!

ConstantEfficiency83

https://youtu.be/X6Fg9RA9HWU?si=OoDi3OAgGeJsxTml

cryptohorn

I'm in the ghetto RA-TA-TA-TA🤓

happinessexplosion

R. I said RA. Rat. Ratt

NamelessPupil

Yeah I’ve got scholarship for tuition and RA covers housing, food, and pays a stipend so I’m pretty lucky.

unbannablepizza546

this comment relies on a stereotype that conflates regional extreme restriction+stereotype perpetrated by media, ignores the millions of women who have a job. My sister works as a data scientist. my other sister works as a system admin. the very wife of the Prophet, Khadija was a successful businesswoman... let me go b rabbit and guess the next thing you're gonna say is related to Aisha RA

peterpeer9

Some people think I don't exist. But here's the grand reveal, the great confession: I am a professional protestor funded by the deep state run by the democrats. I was recruited in college by my RA, and trained in Slovakia on Billie Gate's ranch for 2 years where I learned special operations such as being really annoying, making a big deal out of nothing, playing the victim, and how to make chemtrails that can spray vaccines onto unsuspecting populations to further the Illuminatis' goals. I go where they tell me to go. I clap when they tell me to clap. If I fail to complete the mission, someone will inevitably replace me. I am nobody. I am everybody. I am paid $20,000 a day courtesy of the American TaxPayer -- which is well below industry average, as I negotiated my way into other compensation in the form of weekly feet pics from our dear leader, AOC. I am the reason your Taco Bell costs $20 to feed one person. I am the reason you lose 99% of your trades. I am the reason you're fat and can't get a girlfriend. Everything wrong in your life is because of me.

RikZillions

I have completed a structural and probabilistic audit of Geron Corporation (GERN). I’M GOING ALL IN AND STARTING A SQUEEZE. The entity has transitioned from a clinical-stage narrative to a commercial execution engine following the FDA approval of Rytelo (imetelstat) in mid-2024. Phase 1: The Archetype • ECONOMIC DNA: DISRUPTOR (Commercial-Stage). Geron is moving from a "Capital Sink" to a "Revenue Engine." The core driver is Imetelstat’s first-in-class telomerase inhibitor status for Low-Risk MDS. • VALUATION BRIDGE: Market sentiment is currently depressed (trailing ~12% decline month-over-month) due to a Q3 2025 revenue miss ($47.2M vs $54M expected). The Valuation Delta is wide: the market is pricing in a "linear growth" failure, while structural reality shows a 150-account expansion (1,150 total) and a 97% gross margin. • CAPITAL VELOCITY: Currently a reinvestor. The entity is aggressively burning cash for the EU launch (2026) and the IMpactMF Phase 3 trial. Phase 2: Stability Scan • PRICING RESILIENCE: PRICE MAKER. In the orphan/specialty heme-onc space, Rytelo holds significant pricing power, though it faces competition from Bristol Myers Squibb’s Reblozyl. • CAPITAL STRUCTURE AUDIT: LEAN/STABLE. Cash and equivalents sit at $420M (as of Sept 30, 2025). With a revised downward OpEx guidance ($250M-$260M), the runway extends into 2026/27, reducing immediate dilution risk. • SYSTEMIC RISK: High sensitivity to Medicare/PBM drug pricing negotiations and the "adoption lag" in community oncology centers. Phase 3: Analytic Deep-Dive • MARKET PLUMBING: • Implied Volatility (IV): 76.0 (63rd percentile). Options are pricing in higher-than-average movement. • Put-Call Ratio (PCR): 0.06. Extreme bullish skew in open interest; the market is heavily bet on a "call-side" recovery. • Gamma Walls: High concentration at the $2.00 and $3.00 strikes. Price is currently pinned in a "liquidity vacuum" below $1.50, lacking the delta-buying pressure to trigger a squeeze. • SIGNAL AUDIT: Smart money remains anchored. RA Capital and BlackRock hold significant positions (>16% combined). Recent 1/3 workforce reduction (Dec 2025) suggests a pivot toward "Efficiency over Expansion." • TIMESTAMP: Data retrieved as of Dec 30, 2025, 21:28 EST. Phase 4: Probabilistic Synthesis (Bayesian Update) • THE PRIOR: Biotech commercial transitions succeed in scaling to profitability only ~15% of the time within 24 months. • THE UPDATES: • Tier A (1.0): FDA/EMA Approval secured; Rytelo 97% gross margins (High Quality). • Tier B (0.6): Q3 2025 revenue miss; demand down 3% QoQ; workforce reduction (Mixed Quality). • Tier C (0.3): Bullish analyst price targets ($3.00+); high short interest ratio (10+ days to cover). • THE POSTERIOR: Calculated probability of outperforming the XBI (Biotech Index) over 18 months: 58%. The workforce reduction and EU launch prep act as the primary "Update" to the success probability. Final Synthesis & Output Confluence/Divergence: DIVERGENCE. The Chart/Price Action is bearish (near 52-week lows), but the Options Chain (PCR 0.06) and Institutional Holding (RA Capital) are aggressively bullish. This signals a "Value Trap" for short-term traders but a "Generational Entry" for long-term Bayesian players. 3. CONVICTION SCORE: TIER 2 (Strategic Opportunity) • The "Product" works and the "Moat" is legal/regulatory. The "Risk" is purely execution-speed. 4. DATA INTEGRITY SCORE: 9/10 • Recent Q3 filings and Dec 2025 restructuring news provide high-freshness data.

IntelligentVisitGuy

Separate daytrading account and investing account. You are going to lose at least a little bit. Don't mix strategies inside the same account. RA for holding, at least to start. There is some tax preferential day trading strategies, especially with options but don't risk anything you're not willing to lose. When people say SPX moves fast, they mean 2x,3x,10x within minutes. Also straight to 0 in the same time. Just be smart and realize any daytrading is a big departure from any traditional "investment" strategy. Even if you're not doing the things I mentioned.

bomby0

Does it make sense that it's a bet on CLYM116 for IgAN? JBIO's FIH HV data will be in 1H26 and CLYM116 in mid-2026, so very similar timelines. JBIO is being valued at $1.25B cap and CLYM still far less than that. JBIO has said there are 3 things that differentiate it from the current gen anti-APRIL drugs. 1) half-life. Well CLYM116 has a similar half life at 24.2 days with JBIO at 27 days. 2) prevention of large immune complexes: CLYM actually has shown their data on this and JBIO hasn't yet 3) efficacy: from the NHP data it looks similar with both drugs a bit over 70% decline in IgA but arguably CLYM gets there faster. JBIO needs 30mg/kg to get there and CLYM116 only needs 6mg/kg SC. And the mechanism is different with degrading APRIL vs very high affinity so who knows which mechanism wins out. I think it's possible it's a hedge against JBIO's readout. RA participated in the JBIO's Oct PIPE and own 10% so RA is betting on both horses...

bomby0

Still hodling. RA Capital did the stock-for-warrant swap and bought more and they're nearing 50% economic ownership

shaman0610

The concept of this approach is excellent. Board certified Rheumatologist here - I 'own' most of the disease alloNK is undergoing trials for. This is an oversimplification, but: RA, lupus, sjogrens, ANCA vasculitis, and other 'inflammatory connective tissue diseases' all have a common disease pathophysiology in that there are B cells making pathogenic auto antibodies. Some of our best therapies are either drugs that 'tone down' antibody production, or biologics that are antibodies that are supposed to kill/remove B cells. . . This process requires the antibody therapy to target a specific protein on the surface of b cells, and then the patient's own cells (especially NK = natural killer cells) recognize the cells coated eith antibody and kill/remove those cells. It works. . .decent. CAR T cell therapy is all the rage, because it employs a similar idea but instead delivers cells themselves that recognize and kill their targets. The data for CAR T are FABULOUS, but the pipeline for CAR T cell generation is incredibly complex. Importantly, CAR T cells are 'autologous,' meaning the patient's own cells have to be harvested, genetically modified, expanded, and then infused back into them. Personalized, yes, and the effectiveness of the depletion and the duration of its effect is simply breath taking. This trial is basically taking donor NK cells (allogeneic) and giving them to recipients who are already getting the depleting antibody treatments. These NK cells are thus off the shelf - not personalized, but easier to generate, more widely available, amd they can augment the antibody treatment by infusing a bunch of the cells in a cell state that is best equipped to remove antibody coated cells. It also may be safer than CAR T - no genetic engineering and may reduce some life threatening hyperinflammatory risks that CAR T infusions pose. Researcher View | NCT06991114 | AlloNK®, an Allogeneic Non-genetically Modified, Cord Blood-derived NK Cell Therapy, in Combination With Rituximab, Studied in Relapsing Forms of B-cell Dependent Rheumatologic Diseases. https://www.clinicaltrials.gov/study/NCT06991114?tab=table I cant speak to the financials, but the premise of this therapeutic approach is excellent. Phase 1 and 2 are ongoing, I expect those to succeed with flying colors, which should give some hype and bump to the stock (forst half of 2026, clinical response data to be released). Phase 3 is the true bottleneck though in terms of time and risk of failure, so it'll be awhile, ~1-4 years out. I own zero stock in this, but would much rather put money in a cell based therapy like this as compared to CAR T therapies, for the pipeline / manufacturing issues i alludes to superficially, above. Good luck to you all!

low_depo

\> ($CLYM): CLYM Major Shareholder RA Capital in $39M Stock-for-Warrant Swap You guys still holding?

ReasonEcstatic7417

Well, yeah, but what does Oracle #actually# do? Maybe let [this handsome dude explain](https://youtu.be/KW80Yjib7RA?si=n5IMGn3OXTSIgkU4)

bomby0

Do you have any idea why RA Capital exchanged 2/3s of their common shares for prefunded warrants? They'll still own 23% of the common afterwards so it's not a 10% threshold thing. [https://www.sec.gov/ix?doc=/Archives/edgar/data/1768446/000119312525315108/d48098d8k.htm](https://www.sec.gov/ix?doc=/Archives/edgar/data/1768446/000119312525315108/d48098d8k.htm)

scary-nurse

What about Brookfield symbol RA? I've held that for four years, and I'm tired of paying ordinary income taxes on their too high 11% dividend.

pugsington01

don’t care. CURSE OF RA 𓀀 𓀁 𓀂 𓀃 𓀄 𓀅 𓀆 𓀇 𓀈 𓀉 𓀊 𓀋 𓀌 𓀍 𓀎 𓀏 𓀐 𓀑 𓀒 𓀓 𓀔 𓀕 𓀖 𓀗 𓀘 𓀙 𓀚 𓀛 𓀜 𓀝 𓀞 𓀟 𓀠 𓀡 𓀢 𓀣 𓀤 𓀥 𓀦 𓀧 𓀨 𓀩 𓀪 𓀫 𓀬 𓀭 𓀮 𓀯 𓀰 𓀱 𓀲 𓀳 𓀴 𓀵 𓀶 𓀷 𓀸 𓀹 𓀺 𓀻 𓀼 𓀽 𓀾 𓀿 𓁀 𓁁 𓁂 𓁃 𓁄 𓁅 𓁆 𓁇 𓁈 𓁉 𓁊 𓁋 𓁌 𓁍 𓁎 𓁏 𓁐 𓁑 𓀄 𓀅 𓀆

Educational_Pie_9572

You need a 10x? Got one for you when phase 3 is over in 6 months or so. $CDTX - Cidara therapeutics. Quick DD but it will probably be long. Biotech company that is using a conjugate, which is basically a drug on a molecule that piggybacks on stuff in the body to go into the body basically undetected. One of these conjugates that they are currently working on is CD388. Which is a non-vaccine flu shot that lasts 6 months or more, and has a 76% efficacy over our current 40% to 60% Efficacy flu shots that don't last long. These were the results of the phase 2b report on June 23rd. when the stock went from 20 points to 40 points in 1 day. I bought at $44 sold at $50 and then ended up buying a 100 shares at $45. And I've kept those to this day since June to where the stock hit a $120 in the last month but it's pulled back to the mid-nineties. I'm guessing that's because of the retail float that's available. They are selling off because 80% of this company is owned by institutions. But double counting of borrowed shares has it at a 103.03% institution owned. You can look up the forms that show who owns the company currently. Which is RA capital, BlackRock, JPMorgan and all the other heavy hitters are behind company. A company that has other promising drugs based off their cloud break platform. Although this is the one everyone is hyped up about. It will be a world changing non-vaccination flu shot for a serious public health issue that affects the whole world. Here's a quick thesis on what I did to start making money after buying the 100 shares. Starting June 23rd, when they submitted their request for FDA end of phase 2 meeting minutes. That started a deadline that can be measured, which is about a 100 to a 120 days from the time they request a meeting. Which was slated to be the end of October at the extreme most if they waited until every last deadline to submit and scheduled meetings. Knowing this information, I was able to buy 18 contracts right before the big news pop. I'm a small fry amateur with $9200 in his cash account on sept 10th and on September 24th, the FDA news dropped to allow phase 3 to go forward with newly added age groups to test. Of course the stock ripped that day. I finally made the biggest gains of my portfolio with the profits off of that company for the last 3 months. It went up even more up to $120 from around $85 a few weeks earlier. The stock is pulling back a little and that's not institution selling shares because this one is literally going somewhere as long as the phase 3 news is good. All of the billion dollar institutions believe so.

Electrical-Fishing44

I read this about RANI. Separately, Rani raised $60.3 million through a private placement led by Samsara BioCapital, with participation from RA Capital Management, Invus, Anomaly, and Special Situations Funds. The financing, expected to close around Oct. 21, will support the continued development of RaniPill and extend the company's cash runway into 2028.

princess_dai_13

RA is an autoimmune disease, CRP is just a marker of inflammation. It’s a protein from the liver, not the viral spike protein. I also had elevated crp during a hospital stay as a child when I was having some kind of cytokine storm 

Ok_Cry7572

No I think it was from the shot since she had no problems before and she only got her 3rd shot and after that not sure how long after but it was slightly after. I saw her labs, she had very high spike protein present at the time of when her arms started hurting and then she got an RA specialist after and now takes pills for it.

giraffe_wrassler

There’s a homeless guy in my dorm building- should I tell an RA or should I leave him there cause honestly it’s kinda funny

thegreatgumbini

Screw it, CURSE OF RA ON ALL BEARS!!! 𓀀 𓀁 𓀂 𓀃 𓀄 𓀅 𓀆 𓀇 𓀈 𓀉 𓀊 𓀋 𓀌 𓀍 𓀎 𓀏 𓀐 𓀑 𓀒 𓀓 𓀔 𓀕 𓀖 𓀗 𓀘 𓀙 𓀚 𓀛 𓀜 𓀝 𓀞 𓀟 𓀠 𓀡 𓀢 𓀣 𓀤 𓀥 𓀦 𓀧 𓀨 𓀩 𓀪 𓀫 𓀬 𓀭 𓀮 𓀯 𓀰 𓀱 𓀲 𓀳 𓀴 𓀵 𓀶 𓀷 𓀸 𓀹 𓀺 𓀻 𓀼 𓀽 𓀾 𓀿 𓁀 𓁁 𓁂 𓁃 𓁄 𓁅 𓁆 𓁇 𓁈 𓁉 𓁊 𓁋 𓁌 𓁍 𓁎 𓁏 𓁐 𓁑 𓀄 𓀅 𓀆

Sidney1973

Brother, the option action is real. They will revive. https://preview.redd.it/2j8aa31n1xtf1.jpeg?width=1290&format=pjpg&auto=webp&s=2eaccc8217bd89e6a8fa24876d2de8d93964c44a Pfizers shift a $7.3 billion bet on metabolic breakthrough. Summary of Pfizer’s (PFE) recent activities and market perception, focusing primarily on their maneuver into the weight-loss drug arena and government-related commitments. The Acquisition and clinical edge I. Corporate Development Strategic Move: Pfizer executed the acquisition of the biotech firm Metsera, Inc. Valuation: The purchase was structured with an initial value of approximately $4.9 billion. The total transaction value could reach up to $7.3 billion, contingent upon Metsera's pipeline hitting specific clinical and regulatory milestones. Market Rationale: This move represents Pfizer's re-entry into the obesity/cardiometabolic drug sector, aiming to secure a significant growth for the late 2025 and into the 2030s. II. The Next-Gen Clinical Pipeline Metsera's assets are designed to solve two problems of current weight-loss injections: frequent dosing and side effects. Lead Injectable: MET-097i (GLP-1 RA) Status: Rapidly advancing toward Phase 3 trials (initiation expected in late 2025). Differentiation: The drug is engineered for once a month injection, providing a major convenience advantage over existing weekly therapies (e.g., Wegovy/Zepbound). Efficacy Data: Mid-stage (Phase 2b) results showed mean placebo-subtracted weight loss of up to 14.1% at 28 weeks, with strong indications of better tolerability compared to competitors. Combination Therapy Backbone: MET-233i (Amylin Analog): This is a non-GLP-1 drug also positioned for monthly dosing. It recently delivered positive Phase 1 data. Combination Goal: The key asset is the prospective single, once-monthly injection combining MET-097i and MET-233i, intended to achieve greater efficacy than monotherapies. Clinical data for this combination is anticipated in late 2025/early 2026. Revenue Projection: Analysts project that the total Metsera portfolio could generate over $5 billion over the next five years, once fully launched (likely late 2020s/early 2030s). III. Patient retention focus. The Industry Problem: Real-world data shows poor patient retention on current weekly GLP-1 drugs, with only 8% to 14% of users remaining on therapy after three years. When patients stop, they regain the weight. Metsera's Solution: By moving to a once-monthly schedule and demonstrating tolerability (fewer G.I. side effects), the Metsera portfolio is positioned to increase long-term patient retention, thereby maximizing the clinical and financial value of the therapy. PAGE 2: Pricing, public policy, and valuation. IV. The Public Policy and Investment Commitment The $70 Billion Pledge: Pfizer publicly committed to channeling an additional $70 billion into U.S. research, development, and domestic capital projects over the next years. The Quid Pro Quo: This investment commitment was made as part of a voluntary agreement with the U.S. government on drug pricing. In exchange, Pfizer secured a crucial three-year exemption from potential new pharmaceutical tariffs and regulatory stability. Pricing Impact: The agreement included lowering costs for Medicaid patients ("Most-Favored-Nation" pricing) and offering select drugs at heavy discounts (up to 85% off list price) through a planned direct-to-consumer website. This move provides certainty by aligning U.S. pricing with other developed countries for newly launched drugs. V. GLP-1 Pricing Structure High Cost Drivers: The cost of GLP-1 drugs (list price of $500 to $1,400 per month) is primarily due to: The absence of government price negotiation in the U.S. Monopoly pricing enabled by patent protection (lack of generic competition). Pricing based on the lifetime value of treating obesity and preventing major cardiovascular events. Metsera Pricing Outlook: While Metsera's drugs have no official price yet, the single monthly dose is likely to be launched with: A high list price (likely $1000 to $1500/month) to maximize revenue from insurers. A deeply discounted self-pay price (likely $499 to $800/month) to compete directly with existing self-pay programs. VI. Market Valuation (PFE Stock) Recent Stock Movement: Pfizer's stock price recently surged (up 6.83% on Oct 1, 2025) following the dual news of the Metsera deal and the government pricing agreement. This reaction indicates the market views the long-term strategic moves as a significant positive. 12-Month Price Forecast: The analyst consensus for Pfizer's (PFE) 12-month target price currently ranges from $29.71 to $36.06. The overall average rating remains Hold but with a bullish skew, factoring in the Metsera pipeline success. Options Market Signal (Jan 2028): Trading in long-dated call options shows market interest centered around a $35 strike price, suggesting that investors view a price of $30 by early 2026 as an achievable success scenario given the potential of the new obesity and cancer portfolio.

Educational_Pie_9572

Same with my golden biotech goose. $CDTX ($102) someone bought 5000 calls at $110 strike for Nov 21exp when no one is buying these right now. Over 80% of this company is owned by institutions like BlackRock and RA capital and other heavy hitters AI there's not much float for retail. That's over $7,000,000 on 5k Calls when no one is buying those call prices right now, not even the institutions. They are way too expensive with too much extrinsic value based off of the last month of the stock moving up 50% or so. But if you have seven million dollars to spend. Why didn't they buy in the money instead of out of the money? I'm confused as to why.

Unterhund70

That does seem the thing that most investors struggle to get their heads around. The company has been doing its homework around pricing (see their latest [Corporate Presentation](https://www.cidara.com/wp-content/uploads/2025/09/Cidara-Corporate-Presentation_Sep2325.pdf) slides 20-24) and they are anchoring their pricing assumptions on precedent and market research, so the main disconnect (I think) is that most people don't recognize the actual burden that flu represents when you focus on these high risk populations. RA Capital (an investor in Cidara) also wrote an interesting article that adresses this perception specifically: [How GCEA stopped us from sandbagging our pricing and peak sales estimates for Cidara’s flu drug — RApport](https://rapport.racap.com/all-stories/cidara-gcea-flu-drug). They have a vested interest, of course, but I think they are focused on this for good reason: there is a huge gap between the impact of the drug in terms of health care and societal costs and the perception of investors of that impact. We won't know until payers step up and agree to pricing, but the reality is that you could cut my assumed pricing in half and we'd still have a disconnect between how the streets values the company and its intrinsic value, if you believe my math! The company is expecting a response from BARDA in the coming weeks (by end of year) on their funding request. I wouldn't be surprised if such an award, if granted, starts to change investor perception about the company's value.

Outrageous-Froyo1025

There is a good write up by RA capital on the topic of CD388 pricing. They are very experienced life sciences investors with CDTX as big position. https://rapport.racap.com/all-stories/cidara-gcea-flu-drug

Educational_Pie_9572

CDTX-Cidara Therapeutics is a biotech company that is developing a new flu shot (CD388), they have other stuffs too, but i'm i concentrated on the flu shot that lasts longer(6mo+) and has 76% efficacy over the current flu shots are 40-60%. This is based off of their data from June 23rd end of phase2B results. Basically It's an "end of phase 2B results" biotech company that is currently sitting in the mid-$60's (think about that for a second), and its backed up by all of the heavy hitter institutions who are all getting ready for an FDA news pop. That FDA news pop can be calculated from June 23rd and out to a 130 days to the end of October. Based off standard deadlines that they have to report on the end of phase 2B meeting minutes results? The stock went from $20 to $45 in 1 day (june 23rd). And then over the last 2 months, it's gone up another $25 points to $70 and then fluctuates between the low to mid-sixties. They offered 8 million shares right after their data release at an anchor point of $44 and didn't dilute the stock in a negative way to make the price go down. 72% of the stock was owned by institutions. And then it jumped up to 80%+ and also the institutions that have the highest percentage of shares was released in August detailing, that Blackrock, RA Capital and many other heavy hitters hold this stock. Everyone is waiting on the FDA meeting minutes (should be released from now to before Oct/31st) to see if phase 3 is ready or more info is needed. October options are the ones that should encapsulate the FDA meeting news. This is not financial advice, but just information that I researched over the lasts 2 months, and I do hold 5 contracts and over a 100 shares of CDTX since a $45.01 buy in. After $OPEN pops off. It's profits are going to CDTX.

Educational_Pie_9572

CDTX options for Oct 17th exp. That should cover the FDA meeting minutia that will hoteliers blow the stock up. CDTX (Cidara therapeutics) is a biotech company that is developing a new flu shot (CD388) that lasts longer(6mo+)and has 76% efficacy (current shots are 40-60%) based off of their data from June 23rd phase2B results. They offered 8 million shares right after their data release at an anchor point of $44 and didn't dilute the stock negatively, where the price went down. 72% of the stock was owned by institutions. And then it jumped up to 80%+ and also the institutions that have the highest percentage of shares was released in August detailing, that BlackRock, RA Capitol and many other heavy hitters hold this stock. Everyone is waiting on the FDA meeting minutes (should be released from now to before Oct/31st) to see if phase 3 is ready or more info is needed. This is the big one guys. The stock went from $20 to $45 in 1 day. And then over the last 2 months, it's gone up another $25 points to $70 and then fluctuates between the low to mid-60's. A phase 2B biotech stock is worth mid-sixties. Think about that and the fact it's backed up by 80%+ ownership of billionaire institutions. October options are the ones that should encapsulate the FDA meeting news. This is not financial advice, but just information that I researched over the lasts 2 months, and I do hold contracts and over a 100 shares of CDTX since a $45 buy in.

adku_art

Here is my chatgpt: KYTX — Due Diligence Synthesis KYTX is a high-risk / high-reward biotech lottery ticket right now: • It has serious institutional & pharma backing, a strong catalyst calendar, and enough cash to deliver results without near-term financing pressure. • But with no major data yet, it’s all binary bets on 2025–2026 readouts. For a trader, KYTX looks like a catalyst swing stock (buy dips near $3.60–3.70, sell rips into resistance or into catalyst hype). For a long-term speculator, this is a call option on CAR-T in autoimmune — you risk near-total loss if trials flop, but upside is 3–5× if data validates the platform Strengths • Cash runway into 2027 → ~$200M+ cash, debt-free, enough to fund through multiple readouts. • Rich catalyst calendar (late 2025–2026) → MS & RA IITs (Sep/Oct 2025), MG Phase 2 interim (Q4 2025), KYV-102 IND (Q4 2025), SPS registrational topline + BLA (H1 2026). • Strategic partnerships → Gilead, Intellia, Oxford Biomedica, ElevateBio, Verily, Charité → strong external validation + de-risked manufacturing. • Institutional backing → Vida Ventures, Bain, Novo, BlackRock, Vanguard, plus ~10% stake from Gilead → meaningful “smart money” presence. • Potential first-mover advantage → Could become the first CAR-T approved in autoimmune disease (SPS in 2026). ⸻

adku_art

Here is my chatgpt: KYTX — Due Diligence Synthesis KYTX is a high-risk / high-reward biotech lottery ticket right now: • It has serious institutional & pharma backing, a strong catalyst calendar, and enough cash to deliver results without near-term financing pressure. • But with no major data yet, it’s all binary bets on 2025–2026 readouts. For a trader, KYTX looks like a catalyst swing stock (buy dips near $3.60–3.70, sell rips into resistance or into catalyst hype). For a long-term speculator, this is a call option on CAR-T in autoimmune — you risk near-total loss if trials flop, but upside is 3–5× if data validates the platform Strengths • Cash runway into 2027 → ~$200M+ cash, debt-free, enough to fund through multiple readouts. • Rich catalyst calendar (late 2025–2026) → MS & RA IITs (Sep/Oct 2025), MG Phase 2 interim (Q4 2025), KYV-102 IND (Q4 2025), SPS registrational topline + BLA (H1 2026). • Strategic partnerships → Gilead, Intellia, Oxford Biomedica, ElevateBio, Verily, Charité → strong external validation + de-risked manufacturing. • Institutional backing → Vida Ventures, Bain, Novo, BlackRock, Vanguard, plus ~10% stake from Gilead → meaningful “smart money” presence. • Potential first-mover advantage → Could become the first CAR-T approved in autoimmune disease (SPS in 2026). ⸻ Weaknesses / Risks • No readouts yet → All catalysts are forward-looking; nothing validated clinically at scale. • Rising cash burn → ~$75M in 6M 2025 vs. $49M prior year; raises dilution risk despite runway. • Volatility → Weekly swings >14%, underperforming biotech peers; moves heavily on sentiment. • Execution risk → Scaling CAR-T for autoimmune is unproven compared to oncology. • Insiders not buying → They hold large stakes, but no open-market insider buys in past year (only option grants).

Educational_Pie_9572

I'm not the OP, but here's an example I did. Bought 100 shares of CDTX at $45 back in June when it popped off after phase 2b results in their CD388 flu shot data. And just recently I wrote my first covered call contract for $7.00 at $75 strike price that will expire in the middle of October. That's 30 points on that 100 shares plus $700 premium. +$3700 if it expires in the money which it will since it's jumped 46 points in the last 2 months since June 23rd. Everyone is waiting on the FDA meeting minutes for a big catalyst that should happen anytime now.Till the end of october. This stock is also owned by over 80% of institutions. Big names like 1. RA Capital Management - 13.3 percent - 3,365,523 shares - Schedule 13D/A filed Aug 11, 2025. 2. BCLS Fund III Investments LP - 9.99 percent - 2,500,680 shares - Schedule 13G/A filed Aug 14, 2025. Filing notes a 9.99 percent conversion blocker on preferred that caps reported ownership. 3. Biotechnology Value Fund - 9.99 percent - 1,252,441 shares - Schedule 13G/A filed May 15, 2025. 4. Point72 - 7.6 percent - 1,527,930 shares - Schedule 13G/A filed Aug 14, 2025. 5. BlackRock - 5.5 percent - 1,107,668 shares - Schedule 13G filed July 17, 2025. 6. Paradigm BioCapital - 5.6 percent - 1,128,613 shares - Schedule 13G filed July 30, 2025. 7. Commodore Capital - 5.5 percent - 1,175,000 shares - Schedule 13G filed July 2, 2025. 8. Adage Capital Management - 4.97 percent - 1,100,000 shares - Schedule 13G/A filed Aug 12, 2025. 9. Vivo Opportunity Fund - 4.6 percent - 1,175,796 shares - Schedule 13G/A filed Aug 12, 2025. 10. Venrock Healthcare Capital Partners - 3.2 percent - 639,088 shares - Schedule 13G/A filed Aug 14, 2025.

investak

Only after the RA

Stephen_1984

Colgate-Palmolive (CL) Electronic Arts (EA) Brookfield Real Assets Income Fund (RA) Global X Silver Miners (SIL)

Old-Commission2782

You’re coping. They became the first GLP-1 RA approved for MASH treatment.

crescentroze

Why are his tweets starting to sound like requests from my college RA?

Simon_Inaki

CLYM is easily worth 12-15 if Budoprutug is remotely superior to Uplizna. The buyer of CLYM will have the best / standard of care Lupus drug. The problem with this company is that no IB will push it because they shunned banks when RA reverse merged the drug into them from their incubator

AfraidAnalyst

The only way they survive is they find $2B hidden in one of their 7k houses they can’t unload. Or RA 1 for 30 to 1 for 50, then dilute $2B. They *might* have a chance. Odds are stock will go down, I’m betting to the $2 maybe a little lower, there’s enough regards left to hold the price a bit

Mountain_Month206

"All they need is scale" is a larger statement than it appears. To be fair, AMPX is a fine firm and worthy of your attention. But don't think they have this playing field to themselves. Group14 Technologies (still private) is already at a scale AMPX has yet to master (2,000 metric tons per year - 10 GWh plant in Korea, with two more of the same size coming on line in Moses Lake,WA in 2026. [https://group14.technology/resources/press-releases/group14-delivers-scc55-to-over-100-customers-worldwide/](https://group14.technology/resources/press-releases/group14-delivers-scc55-to-over-100-customers-worldwide/) [https://www.linkedin.com/pulse/bam-2-nears-247-shift-operations-commissioning-group14-technologies-pf8sc/?trackingId=5wWybdI%2FI%2F30JM5WDxa2RA%3D%3D](https://www.linkedin.com/pulse/bam-2-nears-247-shift-operations-commissioning-group14-technologies-pf8sc/?trackingId=5wWybdI%2FI%2F30JM5WDxa2RA%3D%3D) The also recently released customer data from 20 customers (with 15 specific graphs) showing cycle life of 1,500 to 3,000 cycles while still retaining 80% or more of original energy density. You won't see data like that from others. [https://group14.technology/resources/press-releases/scc55-resets-benchmark-for-silicon-battery-performance/](https://group14.technology/resources/press-releases/scc55-resets-benchmark-for-silicon-battery-performance/) Finally, their technology has already shown up in everything from: Millions of Chinese smartphones - [https://www.group14.technology/resources/press-releases/group14s-scc55-powers-honor-magic7-pro-smartphone/](https://www.group14.technology/resources/press-releases/group14s-scc55-powers-honor-magic7-pro-smartphone/) to eVTOLs - [https://www.electrive.com/2024/12/10/archer-commercializes-air-taxis-in-abu-dhabi/](https://www.electrive.com/2024/12/10/archer-commercializes-air-taxis-in-abu-dhabi/) to heavy lift drones - [https://flyingbasket.com/blog/news-1/skylift-delivered-over-5-tons-of-wind-turbine-equipment-offshore-using-flyingbasket-heavy-lift-drones-25](https://flyingbasket.com/blog/news-1/skylift-delivered-over-5-tons-of-wind-turbine-equipment-offshore-using-flyingbasket-heavy-lift-drones-25) to hyper cars - [https://www.autoblog.com/news/0-60mph-in-1-38-seconds-the-mcmurtry-speirling-ev-shreds-time](https://www.autoblog.com/news/0-60mph-in-1-38-seconds-the-mcmurtry-speirling-ev-shreds-time) to AI for data centers - [https://group14.technology/resources/blog/silicon-batteries-for-ai-and-data-centers/](https://group14.technology/resources/blog/silicon-batteries-for-ai-and-data-centers/) to ebikes - [https://www.bicyclemotorworks.com/post/is-the-molicel-p50b-ebike-battery-the-superior-power-source-you-ve-been-searching-for](https://www.bicyclemotorworks.com/post/is-the-molicel-p50b-ebike-battery-the-superior-power-source-you-ve-been-searching-for) And "regular" EVs are coming soon.

Mountain_Month206

Before you give AMPX the nod over Group14 as being "better" you might want to consider that Groupi4 is already at a scale AMPX has yet to master (2,000 metric tons per year - 10 GWh plant in Korea, with two more of the samne size coming on line in Moses Lake,WA in 2026. [https://group14.technology/resources/press-releases/group14-delivers-scc55-to-over-100-customers-worldwide/](https://group14.technology/resources/press-releases/group14-delivers-scc55-to-over-100-customers-worldwide/) [https://www.linkedin.com/pulse/bam-2-nears-247-shift-operations-commissioning-group14-technologies-pf8sc/?trackingId=5wWybdI%2FI%2F30JM5WDxa2RA%3D%3D](https://www.linkedin.com/pulse/bam-2-nears-247-shift-operations-commissioning-group14-technologies-pf8sc/?trackingId=5wWybdI%2FI%2F30JM5WDxa2RA%3D%3D) The also recently released customer data from 20 customers (with 15 specific graphs) showing cycle life on 1,500 to 3,000 cycles while still retaining 80% or more of original energy density. You won't see data like that from others. [https://group14.technology/resources/press-releases/scc55-resets-benchmark-for-silicon-battery-performance/](https://group14.technology/resources/press-releases/scc55-resets-benchmark-for-silicon-battery-performance/) Finally, their technology has already shown up in everything from: Millions of Chinese smartphones - [https://www.group14.technology/resources/press-releases/group14s-scc55-powers-honor-magic7-pro-smartphone/](https://www.group14.technology/resources/press-releases/group14s-scc55-powers-honor-magic7-pro-smartphone/) to eVTOLs - [https://www.electrive.com/2024/12/10/archer-commercializes-air-taxis-in-abu-dhabi/](https://www.electrive.com/2024/12/10/archer-commercializes-air-taxis-in-abu-dhabi/) to heavy lift drones - [https://flyingbasket.com/blog/news-1/skylift-delivered-over-5-tons-of-wind-turbine-equipment-offshore-using-flyingbasket-heavy-lift-drones-25](https://flyingbasket.com/blog/news-1/skylift-delivered-over-5-tons-of-wind-turbine-equipment-offshore-using-flyingbasket-heavy-lift-drones-25) to hyper cars - [https://www.autoblog.com/news/0-60mph-in-1-38-seconds-the-mcmurtry-speirling-ev-shreds-time](https://www.autoblog.com/news/0-60mph-in-1-38-seconds-the-mcmurtry-speirling-ev-shreds-time) to AI for data centers - [https://group14.technology/resources/blog/silicon-batteries-for-ai-and-data-centers/](https://group14.technology/resources/blog/silicon-batteries-for-ai-and-data-centers/) to ebikes - [https://www.bicyclemotorworks.com/post/is-the-molicel-p50b-ebike-battery-the-superior-power-source-you-ve-been-searching-for](https://www.bicyclemotorworks.com/post/is-the-molicel-p50b-ebike-battery-the-superior-power-source-you-ve-been-searching-for) And "regular" EVs are coming soon.

Safe-Jeweler-8483

Yeah there is definitely a difference between a Living/Land Trust (private) vs a Wyoming/Delaware Statutory Trust which requires a RA in the state and to be listed on the public record.

Meko1972

IXHL  Up 45%+ on no news? That’s not by accident. Volume nearing 500M suggests pre-catalyst accumulation or insider whispers. ✅ Phase 2/3 sleep apnea results due any day ✅ 347M+ warrants canceled = no dilution ✅ JV w/ Mind Medicine Australia (psychedelic clinics) ✅ FDA cleared psilocybin & RA trials = stacked pipeline ✅ Clean chart: next target $0.50+ With multiple catalysts lining up, this run might just be getting started. Think longer term. Phase 2 positive results will bring in new investors.

AwwwBawwws

Great, so my wife's $8,000/mo RA meds from Denmark will cost me a small car every month? Kewl.

Mountain_Month206

You might want to track private company Group14 Technologies. They are the leader in producing silicon anode materials, are already at "EV-scale" with 2,000 metric tons per year (10 GWh) plant in Korea.[https://group14.technology/resources/press-releases/group14-delivers-scc55-to-over-100-customers-worldwide/](https://group14.technology/resources/press-releases/group14-delivers-scc55-to-over-100-customers-worldwide/) And another same sized plant is coming on-line in Moses Lake, WA in early 2026. [https://www.linkedin.com/pulse/bam-2-nears-247-shift-operations-commissioning-group14-technologies-pf8sc/?trackingId=5wWybdI%2FI%2F30JM5WDxa2RA%3D%3D](https://www.linkedin.com/pulse/bam-2-nears-247-shift-operations-commissioning-group14-technologies-pf8sc/?trackingId=5wWybdI%2FI%2F30JM5WDxa2RA%3D%3D) They are selling not only to EV makers but battery makers who will be (or are) AMPX competitors, like Molicel. [https://www.molicel.com/newsroom/molicel-won-2024-ultra-high-power-cell-manufacturer-of-the-year/](https://www.molicel.com/newsroom/molicel-won-2024-ultra-high-power-cell-manufacturer-of-the-year/) Their material performance is terrific. Here is just one recent announcemetn showing cycle life of 15 customers that resets industry benchmarks at 1,500-3,000 cycles. [https://group14.technology/resources/press-releases/scc55-resets-benchmark-for-silicon-battery-performance/](https://group14.technology/resources/press-releases/scc55-resets-benchmark-for-silicon-battery-performance/)

Charming_Yellow5867

This is from a couple months ago but in this interview with Ben Kohn he outlines what Playboy's business will look like going forward and how they've achieved cash flow positive. https://youtu.be/tf-qELV2Zxc?si=RA5y_ngrjM7RahVz PLBY has been trending up recently and earnings forecasts are improving.

Competitive_Ride

https://www.reddit.com/r/iphone/s/RA78ppHKT2 FBI agents getting sloppy

SrikanthKishan

Invested in Rajnish wellness long back after watching a youtube shorts.. it was my worst pick.. Since then double checking the SEBI RA sentiment on any stock i read or watch online..This is saving me my time and hard earned money from dropping into losses.

cl0akndagger

I own some too good luck. Just saw this hope they pump the fuck outta this. https://x.com/spac_zilla/status/1929595308398264370?s=46&t=vKA7gJsiNl3Sc9_RPv24RA

karnar95

https://www.reddit.com/r/wallstreetbets/s/Sxzf1RA9HJ

thirty2skadoo

Great write up! What is the bear case for Opendoor given the new information? Do they have direct competition in their value statement? I understand RA’s used to compete with them but why won’t someone just find a house and agent on Zillow instead?

HND171

RA

Better-Ad-2118

Fair concern—biotech’s burned a lot of people. But here’s why $ATYR is different: • $94M+ in cash post-ATM • Explicitly stated runway: “Through at least one year post Phase 3 readout” • No need to raise before data. No pressure immediately after. Add to that: • $155M+ in milestone potential from Japanese partner Kyorin (non-dilutive) • CEO’s recent tone (in private & public): zero desperation, high control • Strategic interest building ahead of readout • Backed by RA Capital, Deep Track, Renaissance Tech—not the kind of funds who tolerate dilution risk pre-catalyst If the trial hits, they raise on strength—or don’t need to raise at all. 10K+ @ $3.01

vics80

yep. Just finished RA2 a few hours ago, after TIberian Sun. Won't be topped

MyCactusTeacher

god i hate ra3 except for the cutscenes. i have no patience for c&c classic. tiberian sun and RA2 are the goat

alefkandra

Up the RA

VegasWorldwide

Then you made a huge mistake being fully exposed during retirement lmao so the only one getting RA ped is you lol and you want to blame a competent president for your failures.  And if you think a 10% correction is tanking, you’re too far gone to help.  If we’re such a long way from the bottom the answer is easy, short the market and get rich.  Boom 

MyGruffaloCrumble

https://www.reddit.com/r/ChatGPT/comments/1jmifu0/best_ai_generated_video/?share_id=KtBI7RA61KkU7BXTAdFhO&utm_content=1&utm_medium=ios_app&utm_name=ioscss&utm_source=share&utm_term=1

pwendle

Tesla and the whole market is revolving around SPY as the market looks to build certainty this is just a correction and not a recession or a depression. Today is a sign of it being just a correction (strong relief rally) and riskier assets than SPY (TSLA for example but many other RA’s fit) are benefiting at the idea the bull market is not over

HawaiiStockguy

The market is going to crash (or is starting to). 2023 and 2024 had huge gains. The market got ahead of itself, and that is typically followed by declines. The current S and P average P/E ratio is about 29. Historically, it averages about 20. So, independent of all the new headwinds, it is 50 % overvalued. The P/E ratios of the Nasdaq, the Nasdaq 100, and the Russell 2000 are all similarly overly high. Tariffs will tank the economy. They will make imports more expensive, increasing inflation, and they will cause retaliatory tariffs, reducing US exports. Federal layoffs crippling many agencies and cancelling contracts will drive up unemployment. Angering the rest of the world will drive foreigners away from visiting, from investing in the US, from buying US products, and from using the US dollar. Inflation has already risen above 3 % and likely will go higher, preventing the Fed from lowering rates and instead perhaps eventually raising them. Withdrawing from the WHO and cuts to Medicaid and VA care and public health institutions including the CDC and HHS will cause disease outbreaks which keep workers home and strain the budgets of the sick and dying. Mass deportations will drive up food prices, wages, and other costs, fueling inflation. Will essential low-wage positions go unfilled, harming farming, meat packing, restaurants, and the construction industries? A reversal of renewable energy policies will cripple a sector of the economy that was developing and that was starting to save money for consumers. Defunding scientific research and higher education will surrender our role in scientific and innovation and new product leadership which has driven our stock market and economy ever since WW2, and eliminate many high-paying jobs in the sciences. The coming Depression will likely be severe. https://flip.it/hXWj3_ https://www.bankofcanada.ca/publications/mpr/mpr-2025-01-29/in-focus-1/#:~:text=US%20tariffs%20increase%20the%20prices,away%20from%20US%20exports.2 https://flip.it/f2G0vI Concentration Camps are not just cruel. They are expensive https://flip.it/83PSAx Dario says buy gold https://flip.it/KezjGB https://flip.it/83_ivq https://www.staradvertiser.com/2025/02/26/breaking-news/trumps-spending-outpaces-bidens-as-government-costs-soar/ https://apple.news/Ak3wXIbfXSBqHknWxd4OmZw https://flip.it/gGHDtI Ambrose Evans-Pritchard https://flip.it/3IuON1 https://flip.it/MyhNLQ https://flip.it/kwFYoR https://flip.it/kWmUuH https://flip.it/JgDrc2 https://flip.it/nEnC89 https://flip.it/p1PsGX https://flip.it/KPygHT https://www.cnn.com/markets/fear-and-greed https://flip.it/Rbco.A https://flip.it/0euCEy https://flip.it/ub5xSu https://flip.it/jUYnEH https://www.msnbc.com/opinion/msnbc-opinion/trump-tariffs-economy-mexico-canada-consumer-confidence-rcna194291 https://www.lemonde.fr/en/international/article/2025/03/03/calls-for-boycotting-us-products-spread-to-northern-europe_6738745_4.html https://flip.it/j_tEbp https://flip.it/gpyW4T https://flip.it/eWq_2a https://flip.it/lFiZgT https://flip.it/pCTIDo https://flip.it/Er0XMa https://flip.it/tw-3LU https://flip.it/BP3qNl https://flip.it/JfJy32 https://flip.it/juVipu https://flip.it/P7O0an https://flip.it/7jrUaq https://flip.it/Q-SnUK https://flip.it/PFJD6D https://flip.it/lbX0NQ https://flip.it/R1UxTX https://flip.it/AvUgT_ https://flip.it/wSRzLo https://flip.it/RZxfIx https://apple.news/AtYuydGiESX-jrRzfsZfz6g https://flip.it/BjRpin https://flip.it/YMnhHs https://flip.it/SVRHNG Goldman Sachs is optimistic ( i dont just list negative factors or opininions) https://apple.news/AmgFiwhFpR6SfI_2kI_i3RQ https://flip.it/Fzgmn7 https://flip.it/Zf9UPH https://apple.news/APvcggo84R_OTsTQ4-_Yzug https://flip.it/7boO-4 https://apple.news/ANbjmrahpTtqCM2UktijFoA https://flip.it/el-xBt https://apple.news/A6btFAjdtR6eOjizRAYEPCQ https://flip.it/xHaI-K https://flip.it/.tVo7c https://flip.it/Q1wsi0 https://flip.it/xaIlnC https://flip.it/ https://flip.it/_GJrd6 https://www.kron4.com/news/national/more-americans-tapping-401ks-to-pay-for-financial-emergencies/amp/ https://www.instagram.com/reel/DGSEuZtRlXk/?igsh=MXB6ZjVhMWsyNDkwdg== https://flip.it/C4nrNa https://flip.it/jmEnnl https://flip.it/oF2pAP https://www.reuters.com/world/imf-says-us-tariffs-if-sustained-will-hit-economies-mexico-canada-2025-03-06/ https://flip.it/uTxUMZ https://flip.it/Qm6QL0 https://flip.it/74S6LW https://flip.it/0ZumPX https://apple.news/Aw8NBc4I3R9OdqgaFBogrzQ https://flip.it/rOTgzY https://flip.it/EQTS5z https://flip.it/_-d3RA https://flip.it/FajJDX https://flip.it/D1j.Xi https://apple.news/AQGsvnLLOQwKj-wL12WBZ2Q https://flip.it/4oIL0c https://flip.it/fH-CLs https://flip.it/K-PUFm https://www.instagram.com/reel/DGgoGUzyVXi/?igsh=N3J2eDZqbGdoandm https://flip.it/rQIfGr https://flip.it/e00uwu https://www.reddit.com/r/PoliticalHumor/s/ulcEg9nPRJ https://flip.it/K0-XM8 https://flip.it/fEt0Lh https://flip.it/FCpiMu https://flip.it/-xdj3R https://flip.it/UcHUeC https://flip.it/SHkWdw https://flip.it/0KQw8T https://flip.it/5lUzc5 https://flip.it/qxY68A https://flip.it/PKEWCd https://flip.it/zaLRxu https://flip.it/5VAfvw https://flip.it/t3M1r- https://flip.it/xkfImU https://flip.it/qx0kHe https://www.reddit.com/r/democrats/s/KOWpmdrrVM https://flip.it/Xg-vo8 https://flip.it/-_TCzI https://flip.it/3LXCvE https://flip.it/K-2Xic https://flip.it/RO8.mh https://flip.it/eXkSoc https://flip.it/.rEaJk https://flip.it/lIAeUc

aloha_sneckbar

GWPS warning for terrain below, TCAS TA/RA from Trumps idiocracy commanding immediate descend xd

Animated_Swan

Get a full ride to college then get a good internship and a good paying on campus job (at my Uni being an RA 20k/year)

Evening-Ad9049

Hey so out of courtesy, I’m letting you know that I’m not getting in WRD. I figured out why the price is going down. Read the [attachment](https://archive.fast-edgar.com/20250220/AM2ZD22CZW2RA2Z2222B2CYMKODMZZ223I72/d936849dex991.htm) from their 6-K. They just told investors to expect dilution.

b8_n_switch

These findings suggest that BMI and obesity prevalence in the US decreased in 2023 for the first time in more than a decade. The most notable decrease was in the South, which had the highest observed per capita GLP-1RA dispensing rate. However, dispensing does not necessarily mean uptake, and the South also experienced disproportionately high COVID-19 mortality among individuals with obesity.[^(2)](https://jamanetwork.com/journals/jama-health-forum/fullarticle/2827712#ald240028r2) I guess puts on CAKE?

Bxdwfl

he's doing standup live [https://www.youtube.com/watch?v=RbvcOslz-RA](https://www.youtube.com/watch?v=RbvcOslz-RA)

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TayKapoo

Nah I found out. I knew they were fucking idiots. I've flown close to that airport before and almost got chewed out by ATC. That helicopter was to be following VFR. Report came out. Goddamn morons being hired by US military. > To answer some questions that people have asked. CRJ was cleared to circle to land from runway 1 to runway 33 in DCA. Standard procedure. Helicopter was told to maintain visual separation and pass behind the CRJ by DCA ATC but obviously did not. The TCAS RA of the CRJ is inhibited below 1,000’ (only advisory’s given). The helicopter was on a standard route passing through DCA airspace but are usually given clearance through and to maintain visual separation from 121 aircraft.

Simon_Inaki

I think the company could be worthless But there is a lot of tax loss selling, especially in this name because of all the institutions which are piled into it I personally don’t have a position I am buying CLYM. I believe they will be a leader in nephrology the stock currently trades at a huge discount to the cash and book value. I will do a write up, but the stock is being punished unfairly due to RA Capital having a huge position and the reverse merger being facilitated by investment banks, which now cannot cover the stock and therefore the stock gets zero visibility by huge funds. I’m to believe that RA might be short the stock against the box using the shares they own to benefit in another fund with another custodian, but I can’t be certain Do your own due diligence I will also do a write up later maybe closer to the end of the year I’m down about continuing to buy I’ve had some life expenses come up and gone on a few vacations since this trade I’m still up about 130 140% on my personal account to date. My peak was over 180%.

SirGlass

You cannot, you can only do a solo 401k or simular type investments like SEPI RA if you are self employed and and 1099 income , not w-2 income through a job You can open a IRA/Roth IRA and contribute 7k

ssralf

I will resume pounding my fist on my desk and shouting RA RA RA  in the morning

Sweet-Tea-Drinker

This is DD >Recent studies and case series have investigated the potential of semaglutide (OZEMPIC), a glucagon-like peptide-1 receptor agonist (GLP-1RA), in treating alcohol use disorder (AUD). The available evidence suggests that semaglutide may be effective in reducing symptoms of AUD

k1netic

He and his son were just on a podcast with Tucker Carlson and his son said on the mic “Just quietly do whatever we want” - you know how kids just repeat whatever they hear their parents say.. https://youtube.com/shorts/EWZj8_p3eBM?si=Qu63RA8dC6PZ2KCg

LeakMyBigBowls

I need to attend RA (regards anonymous)

HappyTerm1665

There are many themes apart from the ones you have mentioned: * **Oral drugs may come in as adjunctive drugs, not mainstay** * The first lot of oral GLP-1 drugs are not comparable to their injectable counterparts  - Rybelsus (which is oral semaglutide) requires much higher dose to achieve a comparable efficacy vs  Ozempic mainly due to its poor bioavailability for being a peptide-based drug and its daily dosing is very inconvenient as the pill must be  swallowed on an empty stomach every morning, exactly  30 min before eating or drinking anything except water * Lilly’s orglopfiron, on the other hand, which is a once-daily oral, non-peptide oral GLP-1 RA, has a slightly less  weight loss efficacy than Wegovy and Zepbound’s at 26 wks in its P2 trial, but its  discontinuation rat is more than double of Wegovy, Zepbound and oral semaglutide, indicating that the current breed of oral drugs should be positioned differently than GLP-1 RA injectables * Based on the challenges mentioned above, for now, oral GLP-1 drugs can be positioned in 2 different schedules, which are adjunctive to GLP-1 RA injectables’:oMaintenance use as oral drugs will be more convenient and  cheaper pill form for the maintenance therapy * Targeting overweight patients, not obese - Given that the oral GLP-1 drugs have milder efficacy than their injectable counterparts, they can be used to cover the overweight population * **Tolerability will be the key differentiator** * Up to 30% of patients with obesity on a GLP-1 treatment stopped within a month before reaching the target dose due to gastrointestinal adverse events, and that within one year, 60% to 70% of patients with obesity withdraw from treatment, and acquisition targets including Viking and Structure will likely take market share and pressure drug pricing * As per analysts, Tolerability is more important than how much % weight loss a drug can induce in 4 weeks because oral GLP1 agonists are likely to be deployed more broadly by PCPs, who may prefer oral over SQ from a familiarity standpoint as PCPs may be ill-equipped to deal with GI-AEs relative to their specialist peers, oral drug with worse GI tolerability may be a non-starter for PCPs, in our view * The bottom line is there is more than what meets the eye

Nailz92

Up the RA.

OrangeMana

don't care. CURSE OF RA 𓀀 𓀁 𓀂 𓀃 𓀄 𓀅 𓀆 𓀇 𓀈 𓀉 𓀊 𓀋 𓀌 𓀍 𓀎 𓀏 𓀐 𓀑 𓀒 𓀓 𓀔 𓀕 𓀖 𓀗 𓀘 𓀙 𓀚 𓀛 𓀜 𓀝 𓀞 𓀟 𓀠 𓀡 𓀢 𓀣 𓀤 𓀥 𓀦 𓀧 𓀨 𓀩 𓀪 𓀫 𓀬 𓀭 𓀮 𓀯 𓀰 𓀱 𓀲 𓀳 𓀴 𓀵 𓀶 𓀷 𓀸 𓀹 𓀺 𓀻 𓀼 𓀽 𓀾 𓀿 𓁀 𓁁 𓁂 𓁃 𓁄 𓁅 𓁆 𓁇 𓁈 𓁉 𓁊 𓁋 𓁌 𓁍 𓁎 𓁏 𓁐 𓁑 𓀄 𓀅 𓀆

tamreacct

I still have my espp from early 2k when prices were $13 share and have purchased more of course. CB, PO, BK were CEO when I was in RA Dev and have seen many layoffs throughout the years. Mistakes were made, but xscale… smh Prices have gone up and down and I was still purchasing from time to time. As for TSMC, there’s a new FAB in AZ…

Book_Dragon_24

I happen to work in the area of clinical research so I know the processes. And just because the US (or any one country of developing the drug) gives market approval, doesn‘t mean others will because their regulatory authorities have different requirements for data before approval. That‘s not out of self-interest of the country, aka they have a competitor medication but just because the developer failed to follow the necessary regulations for trial data in their country. That‘s why not all Covid vaccinations for example were marketed in all countries. The whole of the EU got AstraZeneca‘s one but not Switzerland, because they failed to provide data the Swiss RA requested. Even though AstraZeneca has been present as a company in Switzerland for 50 years. And generally, the FDA approves easier than the EMA (EU regulatory).

Life_Gas_1197

I’m a junior in college and I need some help. So far for college, I’ve been taking out loans to pay for my tuition and housing but going into this year I got a position as a Resident Assistant (RA) in the dorms. From the position, I get paid 10,000$ but it’s more like I’m getting the amount for room and board reimbursed over the year, so it’s supposed to be “free” housing. I’ve heard that previous RA’s usually use this money as they get it to pay off loans, but I still have 2 years and think investing the money in the long term would be better but I have no idea where to start investing it so I’m looking for tips or anyone with some time of investment plan to help me out. I’m fairly certain none of my loans begin to accrue interest until 6 months after I’m done being a full-time student so putting this money “to work for me” would be a much better plan.

MonkeyFootMike

College could always be an option if you educate yourself on scholarships (for the tuition) and being an resident advisor ("RA") (for the room and board, basically your rent for your dorm room). Take a look online, there are tons of people in your seat that have found ways through scholarships to have it covered by colleges/universities 100%. Also check FAFSA. If that doesn't interest you, there are many certificates for software coding/engineering and avenues for colleges to cover a software dev/coding degree. Search reddit, quite a number of threads. If you go that route, you could be making $50K-100K to start, and well into 6 figures in 3-5 years. Or you could go the route of getting your licenses to be a real estate agent. Plenty of people learned how to sell real estate through a local broker (you make a commission on the sale). If you have the personality and the gumption, it can be a lucrative career if you can get in the right crowd. Sales can certainly cover a comfortable lifestyle if you have the right personality for it. Plenty of options. Give them all some research on reddit. You may be surprised how you can get the education on each of those pretty much free in many instances.

oldschoolczar

Absolutely. Time will do it and heat vastly accelerates the process.  I ate an 8th of schwag in college when my RA knocked on my door and got extremely fucked up. It had clearly converted to d9-THC. It took at minimum several months for that bag to get to me in the Midwest from harvest in Mexico back in the day. That was apparently enough for significant decarboxylation. 

DISDD

I just started buying this week for the kids accounts. I noticed how much RA and Perpective have of this and started reading.

eurusdjpy

What about the millions sold by CEO and other exec this year? RA Cap only insider buyer, net larger but do you know who they are? Legitimately curious, good DD and a lot of analyst upgrades, thanks

Brilliant_Package198

Yeh, I think the plan is to raise a little bit and more after the results are out. The big boys want evidence that the phase 2b trial works on hundreds of people to build confidence that the drug works, before entering and pumping the stock. So us little folk can potentially enter before this happens. I’m betting the results are going to be good based on the historical results for OSA + HCQ is already an approved drug by the FDA to treat RA, and it’s one of their combination drugs to treat RA. So I’m bullish ahead of potentially big fish instos getting on board

DaddyDoLittle

I love this shit. RA (Regard Analysis) will rule the world someday

Chiianna0042

They pulled data of reported cases of ischemic that they could find and went from there. Which they also cite as being part of the issue with the study. It is a records review from a database of people reporting side effects, so it is heavily waited towards finding cases. They say in the conclusion that what needs to happen is actually a better study. >The best approaches to confirm, refute, or refine our findings would be to conduct a much larger, retrospective, multicenter population-based cohort study; a prospective, randomized clinical study; or a postmarket analysis of all GLP-1 RA drugs.

New-Connection-9088

OP didn't link the actual study, and I think I know why. You can read it [here.](https://pubmed.ncbi.nlm.nih.gov/38958939/) The findings are correlative and non-causal. Cause for further research, as suggested by the author, but hardly something to panic over. Here are the limitations: > Limitations > There are several limitations to our study. Our tertiary care institution specializes in ophthalmology and includes a specialized neuro-ophthalmology service that evaluates a large proportion of the region’s NAION cases; therefore, our findings may not be fully generalizable to other settings. Second, our retrospective study does not allow inquiry into potential biases related to decisions about which patients were prescribed semaglutide or which of those patients were referred and evaluated in our neuro-ophthalmology clinic, although notably our hospital system and our service do not exclude any patient based on insurance coverage. Third, our study could not assess whether all patients actually took the drugs as prescribed; nonadherence is a common phenomenon, even for GLP-1 RA drugs,27 and this may have led to an inaccurate estimation of a semaglutide-associated risk. We did, however, confirm that prescribed doses of semaglutide were dispensed for all patients with NAION. Fourth, our study also is limited in that the severity of confounding factors could not be adequately assessed, as our attempt to substratify the relatively small number of NAION cases in the semaglutideexposed cohorts (n = 17 and 20) produced wide 95% CIs and less statistical precision. Our analyses were also hindered by laboratory data that were not retrievable from outside institutions. Although we uncovered an association between prescribed semaglutide and NAION, our study did not enable definitive inquiry into relatedness. Althoughwe showed temporal proximity between prescribed semaglutide and NAION, the highest level of confidence to assess relatedness suggested by the FDA also requires establishing risk reduction on stopping a medication and a dose-dependent association.28 Given that our cohorts were composed of relatively small percentages of patients of races other than White (in particular, of the 16 827 patients in our eligible cohort, 5.7% were listed in the medical record as being Black or African American vs 22.5% of individuals who in 2022 self-identified similarly in the greater Boston area), our results should be considered with caution for the general population, especially given that Black individuals generally have a lower risk of NAION.29,30 All of these weight loss drugs carry side effects. [The list is long for semaglutide, and includes seizures.](https://www.mayoclinic.org/drugs-supplements/semaglutide-subcutaneous-route/side-effects/drg-20406730) The reason people risk these side effects is because staying obese is far more dangerous, and carries far more side effects, including the risk of death. A 5-10% risk of [slightly to moderately reduced visual acuity in one eye](https://eyewiki.aao.org/Non-Arteritic_Anterior_Ischemic_Optic_Neuropathy_\(NAION\)#Prognosis) for prolonged use is a very small price to pay for the benefits that the obese experience from these drugs. Of course if there are other drugs which are just as effective and don't carry these side effects, they would be preferable. Where OP's argument falls apart is that Zepbound was only approved by the FDA in December last year. Semaglutide has been on the market for **20 years.** There has been far more time available to research potential side effects. The study in question uses data going all the way back to 2017. There are many new weight loss drugs claimed to be entering the market over the coming years. It would be naive in the extreme to believe that researchers will not also discover new side effects in time once we have larger populations using them.

DeeDee_Z

Yeah, that's one scenario. Awful lot of "if"s and "may"s and "could"s, though... For comparison, my kid's financial aid package was $1500/semester for being an RA. I was hoping for more.

Fiddlediddle888

Up the RA Nigel??

DeeDee_Z

457 is employer account. **I**RA is Individual account. Different rules, different limits, very little overlap. Yes, you can do both.

killburystab

Thanks so much !!! Honestly I appreciate how targeted your advice was ! Honestly you are right about the fact that as an RA there is very little chance I'm going to loose my current job unless I dramatically underperformed. Idk I'm In an interesting spot bc of the fact that 99% of what I'm relying on is coming from my university as compared to many of my peers. I'll definitely keep your advice in mind thanks so much !

Zee_Ell

(Also for context, I had a very similar setup as you in university with a full-ride scholarship and an RA job - and a couple other jobs - to help cover any day-to-day expenses. I wish I had done then what I’m recommending you do now, but I don’t think I’m too bad off now having waited until starting my first full-time job post-graduation to invest in a Roth IRA, so there really is no bad answer here! You’re already taking an amazing first step asking for advice here :)

Zee_Ell

Everyone seems to be ignoring the fact that you have no essential monthly expenses rn bc of your job. While it’s possible you could lose your scholarship (if your GPA falls) or your job (HIGHLY unlikely as an RA though, at least at my school), those scenarios are pretty unlikely and have very little to do with what happens in a stock market crash (RAs don’t get laid off like that). So here’s what you should do… 1. Open a Roth IRA with Fidelity to contribute however much you can toward your current annual limit. (This is tax-free money for you in the future that you can’t go back and make up for later. Also I recommend Fidelity bc they have no fees for so many things most other brokerages charge for.) 2. In the Roth IRA, invest 50% of your money into either FXAIX, VTI, or VT. Invest the other 50% into something that is not correlated at all with equities, examples being bonds, managed futures, and cash equivalents. I personally would do 50% into the leveraged stocks/bonds ETF NTSX and the other 50% into the managed futures ETF DBMF, but it’s important to only invest in what you understand! So for you, I’ll recommend FXAIX and a cash equivalent (SPAXX, SGOV, BOXX, etc., all with very nice yields). 3. If the worst case scenario happens, you can take your contributions (not your earnings) right back out of your Roth IRA penalty-free and tax-free, and since you’re invested in different uncorrelated assets, you can start with only withdrawing whichever one is not at a loss/is losing less. But the worst case scenario seems very unlikely in your situation, so just keep letting that money grow and trying to earn more money to put into that account. This will function as a back-up emergency savings account. 4. Open a credit card and start building your credit score if you haven’t already. Credit cards can buy you up to a month in most cases (or longer if you are willing to take on interest, which I don’t recommend) of extra time to pay off your expenses in that worst case scenario. There are so many good student credit cards out there; let me know if you need recs.

killburystab

Thankfully don't pay any through my job at the school! I'm an "RA" if that gives context.

elbay

Statins are primarily used in prevention of acute coronary syndromes and cerebrovascular attacks. Both in primary and secondary prevention. There is an absolute mountain of irrefutable evidence supporting the use of statins. The effect size shrinks with the health of the patient but as far as high quality evidence shows, you can put statins in the water and life expectancy will go up. Despite that there are still physicians and patients alike who don’t want to use these drugs. The effects of GLP-1RA drugs are much wider. They got approval for heart failure in march probably because that was an easy picking. If your patient is fat and sick the reality is losing weight will probably help them in some manner. And there still will be holdouts who wanna do it naturally and yadda yadda whatever they might yap, but at the end of the day this time they’ll take the drug. Because unlike statins this time they’ll look thinner. Statins made you live longer despite being fat, glp agonists will make you thinner and live longer. And to answer your question, yes. There is only a small group of patients that need statins that don’t need glp1ra.

Honestyonly22

It depends on your timeframe, this MAY be a situation where you buy when things everyone else is selling. Ask, will the Gov’t all just 1-2 pharmacy chains (CVS-WMT) or will they do the right thing: Close all Rite-Aids Move RA pharmacists to WAG stores Greatly shrink front end being I can have shampoo at my door when I get home delivered by AMZN and not stop at store Close ~1500-2000 stores Doing that cuts billions in annual expenses, makes remaining stores more profitable and turns co around. If you agree you start buying at this level otherwise walk away

Old-Ad5508

Up the RA

nopenope12345678910

there are over 20 years of research of GLP-1 RA medications..... thyroid cancer concerns on unfounded in humans, the safety profile on these meds is incredibly high. Id argue tylenol is a more dangerous medication than GLP-1 meds.

Scary-Cattle-6244

I was at an investment conference last year that invites big hedge fund managers, long only managers, and strategists to pitch their best idea of the year in a 15 min presentation. RA Capital (biotech focused fund) pitched Verona and to this day maintains 9.99% ownership of the whole company.

oldschoolczar

I’m aware of this and I believe one of the proposed farm bill amendments was to require testing of “total THC” (THC-A and d9-THC) rather than just d9-THC, which is the current testing requirement. Most of the products I’ve bought recently report “total THC” and don’t distinguish between d9/THC-A, but I have seen labels like you’ve mentioned from Trulieve. I may be mistaken but I believe there are hemp cultivars with very low “total THC” that will not get you high no matter how much you smoke (e.g. that ditchweed I picked in high school). I imagine this made up most of the industrial hemp prior to the 2018 farm bill after which higher total THC cultivars were likely introduced to take advantage of the loophole. I also ate an 8th of weed one time in college when my RA knocked on my door. I got high as fuck. Would I have been way higher if I smoked it all? Absolutely. But I still got high as shit. Some decarboxylation takes place during drying, curing, and slowly over time. It’s not all happening instantly as you put flame to leaf, although that may be when the majority of decarb takes place