Teldar Paper (@Paperboy2009) profile picture

Teldar Paper

@Paperboy2009

The two most common elements in the universe are hydrogen and stupidity

 NYC
Joined March 2009
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Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)Photo by Teldar Paper (@Paperboy2009)
Really amazing strength and vol in $BBIO today. Quite uncharacteristic for the stock. Already traded > than it's 50-day avg volume
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AnnaF (@AnnaFlorcia) profile picture
AnnaF
@AnnaFlorciaNov 4
I suspect this is damage control. Doctors are not happy with UTC. $LQDA didn't lose and that will be clear in the future. $380M to drop all litigations was worth it, risk removed completely.
McNulty Capital (@mbamcnulty) profile pictureMcNulty Capital
@mbamcnultyNov 4
$LQDA Is surging today because on call $UTHR said there is no requirement or expectation that PH-ILD patients would have to switch to Tyvaso DPI. It will remain a physician/patient decision. This puts a $1B run-rate in play for 2027
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S A I ™️ (@WallStSai) profile picture
S A I ™️
@WallStSaiNov 4
$MDGL Analysts question whistleblower allegations against Madrigal
Image from S A I ™️ (@WallStSai)
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$DOCN somone fat-fingered a trade?
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Unusual vol in $MLYS Jan 20s and 25s
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Go g-men. What a win! #Giants
Image from Teldar Paper (@Paperboy2009)
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Maybe now that we know that $MRNA isn’t curing all cancer, their meme stock status will be revoked and money can flow back to other $xbi names with good science.
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$KURA The most undervalued commercial onco-play? Late 2025 approved AML drug ziftomenib is rapidly gaining traction: Q2 sales $9.1M (+57% QoQ), and they already have the majority of new starts in r/r NPM1m AML (per Kura). IMO, investors have underestimated the once-daily dosing vs $SNDX twice-daily + potential cardiac safety edge. The biggest upside is still frontline AML: $350-400M current US TAM vs $7B expanded TAM. Mgmt sees $3B peak sales potential. ASH (abstracts Nov 4): possible aza/ven durability, FLT3 combos & broader AML data. Earlier 96% CRc with ziftomenib + 7+3. Durability will be a key, a lot to expect for esp. updated data at ASH in dec. Risks: J&J bleximenib (Ph3, update schedule not given) & $SNDX competition.   A great commercial play with significant upsise, and if the frontline data holds up, we are looking at 3x-10x the valuation. CEO just having bought shares twice and talked about adding also reassures the long term theses.  Next catalyst: earnings and ASH abstracts both in two weeks.  Do your own DD.
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Big line in the sand on $LQDA drawn with a big block of April 35 Puts being SOLD to open
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dough (@semodough) profile picture
dough
@semodoughOct 18
$TGTX Prakhar - Positioning seems long into earnings, as investors noted to us that third-party data sources, such as claims data, suggest a strong Q3
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Daphne Zohar (@daphnezohar) profile picture
Daphne Zohar
@daphnezoharOct 16
FWIW hearing from M&A focused banks that there are multiple deals in the works and sounds like a couple of substantial ones could get announced in the near term (weeks). Will hopefully help with sentiment for biotech $XBI $BBC
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You have to hand it to $TGTX. While there has been blood all over the street, TG has been very stable. Azer-Cel coming on the 23rd and perhaps that coincides with a better overall mkt, and an upswing on the XBI.
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$TGTX Feb 80 PUTS sold to open. 👀 That's a nice bullish move that captures JPM
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Teldar Paper retweeted
R (@Lucy3370) profile picture
R@Lucy3370Oct 14
Now that the saga is over I still say most logical company to potentially buy $LQDA is $UTHR - they’re only ones that can openly promote Yutrepia for ph-ild , everyone else can only promote pah. I expect decent off label sales but Uthr can max that portion of the business
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$LQDA
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$LQDA should start its (not so?) slow march towards 60+ tomorrow. It was held down by the suit. The growth and margins command a higher valuation. I would expect a royalty deal was offered and they chose cash payouts instead to preserve M&A flexibility.
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$LQDA $xbi Good news, and a victory for reasonableness. A good outcome all around, and especially for patients — global settlement: > Fully resolves all six ongoing lawsuits between the companies > Maintains uninterrupted access to YUTREPIA® for patients with pulmonary arterial hypertension (PAH) > Liquidia (LQDA) to pay net $380.7 million in multiple installments in 2026 and 2027, inclusive of payments to resolve antitrust litigation against United Therapeutics > Strong financial position with $222.7 million in Q3’26 YUTREPIA net product sales (preliminary, unaudited), contributing to $396.1 million in cash and cash equivalents as of September 30, 2026 > Liquidia will continue to advance YUTREPIA and L606 clinical programs as previously outlined
Image from Persimmon Tree Investments (@PersimmonTI)
Image from Persimmon Tree Investments (@PersimmonTI)
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Big, interesting purchase on the Jan 2029 $65 calls on $ABVX
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