DRF retweeted
Yeah I mean to be fair if I had to choose one myself I'd go for psilocybin over DMT (these things kind of scare me) and it's possible that patient choice will drive share towards COMP.
It's also possible the margin to the administrator will be higher for the COMP drug such that the economics are preferable to the clinic. I didn't get that sense from my conversations, but a lot less was known then and I haven't kept up closely. GL
Everyone is trying to front run the top. Spacex, then Anthropic, now Google. Surely supply will overwhelm demand for a few quarters?
DRF retweeted
How does anyone follow this guy.
@mikealfred caught deleting his pump tweets again;
“Thank you to the lettuce hands who just sold me that Bitcoin under $88,000!”
$BTC Bitcoin is now below $85,000 - this misleading and sneaky behaviour needs to be called out!
I did some digging on @mikealfred!
Why does every one of this guy’s posts start with “I just got a call…” from some anonymous insider?
At some point you realize none of these phantom sources ever show up, nothing he predicts ever materializes, and the stories get more dramatic every month.
Markets don’t move because someone’s “friend at a fund” whispered something on a secret phone call.
They move because of real data!
If your investment thesis depends on mystery callers with no names, no timestamps, and no accountability…
you’re gambling, not investing!
DRF retweeted
I did some digging on @mikealfred!
Why does every one of this guy’s posts start with “I just got a call…” from some anonymous insider?
At some point you realize none of these phantom sources ever show up, nothing he predicts ever materializes, and the stories get more dramatic every month.
Markets don’t move because someone’s “friend at a fund” whispered something on a secret phone call.
They move because of real data!
If your investment thesis depends on mystery callers with no names, no timestamps, and no accountability…
you’re gambling, not investing!
This kind of posting irks me!
If your investment strategy is based on anonymous insiders on X promising secret multi-trillion-dollar injections, you’re not investing - you’re gambling.
Real insights come from earnings, policy decisions, and financial statements.
Not “I can’t share details but trust me bro” tweets.
Be smarter with your money!
DRF retweeted
Received this in an HD Foundation email related to $QURE news. The HD community is mobilizing, this should get overturned imo.
DRF retweeted
So let's get this straight.
$IREN couldn't make a dime on bitcoin, so they pivoted to AI, which proved my point on poor margins in bitcoin mining... and somehow I'm wrong?
This is the Director of IREN folks. An engagement farmer who cashed in his Twitter fame into a Board seat. Some people on FinTwit call him 'Mike Alfraud' for good reason.
unavailable
DRF retweeted
Why are some $QURE analysts saying one of the FDA's complaints is changing the design of the trial to now measure cUHDRS as an endpoint. According to the history, that has not changed. Only thing that changed is what cUHDRS score is measured against to be more robust comparator, now using Enroll HD population instead of Track HD.
Since the start of the trial in 2019, more data has become available to make the Enroll HD data more robust. To my knowledge, QURE is the ONLY company to show clinical endpoint efficacy instead of a surrogate endpoint like mHTT in the blood.
clinicaltrials.gov/study/NCT…
The stupidity of the FDA decision is insane. I would love to know what they are thinking with regards to pulling the rug out from those suffering this horrible disease? Will we ever get to the bottom of why the 180? I hope the community doesn't have to wait long for a reversal which I believe will come. Nothing else makes sense to me at this point.
Do your own DD and don't trust what I think as I am obviously wrong with regards to potential land mines, I never saw this one coming.
i feel like anyone with 🅰️ in their name or profile automatically gets their opinion discounted -25%. its so cringe
