Pinned Tweet
LT position PART 1
Portfolio Positions acquired: $RNA $DAWN $SLNO $NARI $BPMC $MYOV base:0x9bba915f036158582c20b51113b925f243a1a1a1 $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML base:0x4e6c9f48f73e54ee5f3ab7e2992b2d733d0d0b07 $CMRX $RLYP $ITCI $KVUE
Tech positions: In order
$AMZN $META $NVDA $MSFT $SOFI $GOOGL $RDDT $MELI $APP $RKLB $INTC $IREN $NBIS $CRDO $AAOI $BE $AXON $MDB
Biotech positions: $VKTX $CYTK $ARDX $HROW $MDGL $CRVS $ABVX $TMDX $RVMD $NKTR $CELC $AVR
$PEPG Impressive PH2 results from 10/mg/kg cohort.
46.5% mean splicing correction after 4 doses is the highest level of splicing correction reported so far in a DM1 study.
The 12.5 mg/kg cohort of FREEDOM2 is fully enrolled, with participants having received up to three doses and clinical results expected in the first half of 2027.
The trial demonstrated mean splicing correction of 46.5% at Week 13, with five of six participants showing more than 20% splicing correction and four participants exceeding 50% splicing correction.
Improvements were also reported in grip strength, walking speed (10MWRT), and Timed Up and Go (TUG).
Safety appeared favorable, with no serious or severe adverse events and no dose-limiting toxicities reported.
Take home lesson- Biomarker improvements were accompanied by functional improvements. This is very important especially considering lack of approved disease-modifying therapies.
$PEPG chart at a glance post positive result. $7.2 Next resistance
$PEPG OPPY PEP's 10mpk data as best-case scenario that can trigger 150-200% + move (preview here), given best-in-disease splicing correction (47% vs. competitors' <30%) and HOT across all DM1 clinical trials so far, positioning PEPG very well in the multi-billion-dollar DM1 space
$PEPG 👌👌
$PEPG Stifel BUY PT $12 10mg/kg MAD Data a Clear Win, Showing Best-In-Class
Splicing (~47%) While Maintaining Acceptable Safety-Next steps: additional expansion cohort to start, 12.5mg/kg MAD data still on-track for 1H27, followed by an EOP2 meeting with the
FDA in 2H27; also getting OLE data in Jan 2027.
$TSM Reports Oct Rev (NT$) 586.89B v 367.5B y/y (v 511.9B m/m) (Taiwan Semiconductor Manufacturing Company Limited)
(More at tradethenews.com/?twtId=5550…)
1
7
7,564
$TTD Turnaround story?
THE TRADE DESK $TTD Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $736M (Est. $650M) 🟢; -0.5% YoY
🔹 Adj. EPS: $0.33 (Est. $0.25) 🟢; -27% YoY
🔹 Adj. EBITDA: $266M (Est. $161M) 🟢
🔹 Adj. EBITDA Margin: 36%; -700 bps YoY
🔹 Customer Retention: Over 95%
Q4 Guide:
🔹 Revenue: At least $755M (Est. $685M) 🟢
🔹 Adj. EBITDA: At least $280M (Est. $191M) 🟢
Capital Return:
🔹 Buyback Authorization: +$731M; $1B total
🔹 Available for Repurchases: ~$269M
Key Updates:
🔹 Restructuring Charges: $44.3M excluded from Adjusted EBITDA and Non-GAAP net income
Comments:
🔸 “Q3 represented meaningful progress, with results well ahead of our expectations entering the quarter, but we are still operating below the level of growth we expect from ourselves”
🔸 “We have more work to do, but I believe the actions we are taking are improving the underlying trajectory of the business and positioning The Trade Desk for stronger, more durable growth over the long term.”
$SPY $XBI $QQQ
What a day in the stock market today! Quite a contrast to all the doomsday predictions from so-called experts yesterday.
Another reminder that reacting to every bearish narrative and headline can be costly. Markets have a way of humbling even the loudest forecasters.
Noise vs Fundamentals
X can be a great source of information. No one is always right or always wrong when it comes to investment picks. Celebrate your wins, but don't let your losses consume you. Learn from your mistakes, improve, and keep moving forward.
Follow people who bring positivity, insight, and constructive discussion rather than fearmongering.
At the end of the day, always do your own due diligence. Stop blaming others for your losses and take responsibility for your own investment decisions.
2
29
6,934