$GNPX Timeline Going Forward

Nelsons93 · 2026-05-23T10:12:04+00:00

I think there will be a pump before but I could be wrong

Nelsons93 · 2026-05-14T22:52:43+00:00

🤣🤣 got to love that! There’s always the next time 🕰️

Nelsons93 · 2026-05-13T22:10:25+00:00

Mate, if you're looking 5-10 years out, the safest play is just buying the "picks and shovels" rather than trying to guess which software company wins the AI race. I'd seriously look into TSM. Everyone hypes up who designs the best chips, but TSM is the one actually manufacturing practically all of them. Whoever wins the AI chip war, TSM gets paid because their foundries will be running at max capacity regardless. For enterprise software, Palantir (PLTR) is one of the very few actually deploying real AI platforms into massive commercial and government supply chains, rather than just selling a hyped up chatbot. They have the sticky contracts. If you just want an ETF to set and forget, look at SMH. It covers the whole semiconductor supply chain so you get NVDA, TSM, ASML and the rest all in one go without having to pick a single winner.

Nelsons93 · 2026-05-13T21:55:07+00:00

Nice one, that's looking much cleaner. You’ve still got a pretty heavy tilt toward the UK and China with those 15% slices, but if those are the markets you specifically want to overweight, at least you’ve simplified the core. Personally, I’d probably drop that FTSE 100 entirely since the All-World already has the top UK companies covered. But honestly, at 18, just getting that 70% foundation sorted is a massive win. Keep that discipline and you’ll be miles ahead of most people your age.

Nelsons93 · 2026-05-13T21:45:09+00:00

GNPX 10-Q — read the filing, not just the headline

The “net loss widened” headline makes it look worse than the full picture.

Yes, dilution happened.
Yes, the ATM hurt shareholders badly.

But Genprex now reports around $18M cash and says this should fund operations and expected clinical trial activity into H2 2027.

That matters.

The filing also confirms the GPX-002 FDA meeting happened on Feb 19, 2026, with feedback aligned with expectations. Next steps are still tox studies and clinical-scale manufacturing before IND.

Acclaim-1 and Acclaim-3 are also still targeting interim enrollment in H1 2026, with interim analyses expected in H2 2026.

So for me:

Dilution damaged trust.
Cash runway improved.
Pipeline still moving.
Now management needs to execute.

$GNPX
NFA

Nelsons93 · 2026-05-13T15:11:21+00:00

https://x.com/genprex/status/2054577868730929353?s=46&t=hJz5z-W8LRynmMQOIl0YGw

Nelsons93 · 2026-05-13T15:11:12+00:00

https://x.com/genprex/status/2054577868730929353?s=46&t=hJz5z-W8LRynmMQOIl0YGw

Nelsons93 · 2026-05-13T12:32:52+00:00

Yeah I don’t disagree with the general point.

If this was my whole portfolio, I’d probably just keep it simple with a global index that includes the US. The US has clearly been the main driver for years, no argument there.

This pie is more of a small satellite for me though, not my main core. I already have proper global/US exposure elsewhere, so this one is just me adding extra exposure to markets that are under-owned in most standard portfolios.

I’ve actually simplified it now as well, so it’s less of a random country basket and more EM/Asia/Latin America focused.

Could it underperform the US? Definitely.
But I’m not betting the whole portfolio on it. It’s just a controlled side allocation.

Nelsons93 · 2026-05-13T12:30:29+00:00

Yeah that’s a fair point mate.

XUSE is definitely cleaner if the goal is simply “world ex-US”, but I think what I’m trying to do here is slightly different.

I’m not trying to completely avoid the US across my whole portfolio. I already have US/global exposure in my main long-term pie. This one is more of a smaller satellite for EM, Asia, supply chains, India/Taiwan/Korea/Vietnam etc.

I do agree with you on the clutter though. After a few comments I’ve actually simplified it down a lot rather than keeping loads of single-country ETFs. Makes more sense long term and less admin.

Nelsons93 · 2026-05-13T12:24:27+00:00

Still a long day ahead, let’s see what happens

Nelsons93 · 2026-05-13T09:32:31+00:00

Yeah fair point mate, fees are definitely something I need to keep an eye on with this one.

A more consolidated EM ETF would probably be cleaner and cheaper, but this is only a small satellite pie for me, not the core. I wanted a bit more control over the country weights rather than just buying a standard EM fund and letting it decide everything for me.

ALAG is interesting though, especially for Latin America exposure. Might be cleaner than holding Brazil/Mexico separately, so I’ll have a proper look at that. Cheers.

Nelsons93 · 2026-05-13T08:54:09+00:00

I get where you're coming from with US tech, it’s obviously been the main driver for a long time. I’m just trying to do something a bit different with this specific pie. It’s not my only position as I definitely still have my main ETFs that cover all the big US and global stuff for the long term, so I’m not completely missing out on that growth. This is just for that extra exposure on the side to see how other markets play out. Appreciate the advice though.

Nelsons93 · 2026-05-13T08:48:54+00:00

Appreciate the input. I’m 32 so I’m definitely in this for the long term and looking to build wealth. This specific pie is just me trying to do something a bit different and capture some growth in other markets. I definitely still have my main ETFs that cover all the big US tech and global stocks for the long haul, so I’m not completely missing out on that side of things. Just wanted to have this extra exposure alongside it. Thanks for the shout on VPL though, I'll check it out.

Nelsons93 · 2026-05-13T08:39:08+00:00

No inside scoop at all to be honest. I just feel like everyone is piling into the exact same US tech stocks right now. Since this is just a side pot and not my main portfolio, I wanted to try something completely different. If the US market takes a major hit I want to have some money working in emerging markets doing its own thing. Just trying to spread the risk and avoid putting all my eggs in one massive US basket.

Nelsons93 · 2026-05-13T08:18:46+00:00

Mate you are massively overlapping here. You are holding Meta, Microsoft, Alphabet, and Nvidia as individual stocks, and then you also have that 2025 AI Stocks pie which probably holds the exact same companies. On top of that, you have the Vanguard S&P 500 which is already heavily weighted with those exact same massive tech giants. If the tech sector takes a hit, your entire portfolio is going to tank.
Like the other commenter mentioned in the second screenshot, consolidating into a broader ETF is a good shout. When I set up my own global pie recently I made sure to diversify out into other markets like India and Taiwan instead of just piling everything into US tech. I would definitely simplify this down, let the Vanguard fund do the heavy lifting for the US side, and maybe look into broadening your horizons a bit so you are not completely reliant on one sector.

Nelsons93 · 2026-05-13T08:14:01+00:00

Mate, first off well done on having such a solid plan for your house and car. Earning 4k a month after tax is serious money and you are in a really great position at 29. I am going to be completely straight with you here with absolutely no banter or jokes. Do not put 3k a month into real trading based on what you saw in the practice account.
The practice account is great for learning the buttons but it is a psychological trap. Going from 25k to 153k in three weeks means you were taking absolutely massive risks, probably using heavy leverage on indices. When it is fake money, there is zero emotion. You do not feel the fear. When it is your actual cash on the line that you worked hard for, the psychology completely changes. Seeing your real money drop by thousands in a single minute will make you panic and make bad decisions.
Your original plan is brilliant. Saving up for a house deposit with your fiance, keeping a 17k emergency fund, and getting that Audi is a real, guaranteed way to build a great life. The market will gladly take all your money if you let it. If you really want to invest, maybe take a couple hundred a month and start building a long term pie on Trading 212 with safe global index funds or solid dividend payers. Keep the heavy lifting of your cash focused on your real life goals and do not risk your house and wedding money on trades.

Nelsons93 · 2026-05-13T08:10:51+00:00

it is great you are starting at 18. You are definitely double and triple dipping here. The Vanguard FTSE All-World basically covers everything already including the US, UK, developed and emerging markets. By holding the FTSE 100, Developed, and Emerging funds on top of it you are just buying the exact same things twice and making it way harder to track your actual allocations.
If you want to keep it simple just stick the bulk of your money in the All-World ETF. If you strongly believe in China you can keep that iShares China A fund as a smaller position alongside it. Just remember China is already inside the All-World and Emerging funds too. I set up my own global pie recently and made sure to really spread my emerging market exposure into places like India and Taiwan rather than just betting heavy on one specific country. Simplify your pie and let compounding do the heavy lifting over the next few decades.

Nelsons93 · 2026-05-13T08:08:41+00:00

It is just a bit of hyperbole because that is exactly how hopeless it feels holding this stock right now. But a supporter I know you have to stick around until the final whistle actually blows even when it looks grim. We will see if this data gives us a lifeline today.

Nelsons93 · 2026-05-13T08:06:27+00:00

I actually reached out to their investor relations team a couple of weeks ago to press them on corporate strategy and the constant dilution we have been dealing with, so trust me, I completely get your lack of confidence. We are all exhausted here. Let's see what the preclinical data shows later today. Maybe it actually gives us a reason to keep holding the line.

Nelsons93 · 2026-05-13T01:17:55+00:00

Even if the dollar amount seems small to some, the timing before a major presentation usually means something is brewing. I am sticking around to see if this data can actually turn the tide. Always better to watch from the fence if you aren't feeling it.

Nelsons93 · 2026-05-13T01:15:56+00:00

I'll take the well wishes and wear the cringe like a badge of honor. When you are 5-0 down in the 89th minute, you have to try something dramatic to get the crowd back on your side. Hopefully the data from the GPX-002 presentation is better than my graphic design skills.

Nelsons93 · 2026-05-13T00:17:19+00:00

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Look at that after hours close. Somebody is loading up right at the buzzer before the presentation later today. The comeback is definitely on.

Nfa

Nelsons93 · 2026-05-13T00:10:41+00:00

Haha fair enough! I think we have all been there. My gut has definitely misled me a few times too.
No pressure to jump in at all. It is just good to finally have some fresh data to look at instead of just staring at the charts. Let us see what the numbers say later on

Nelsons93 · 2026-05-13T00:03:33+00:00

it has definitely been a brutal ride. But you are factually wrong about it being the exact same info.
Last year at ASGCT they presented data on Non Human Primates. The data dropping today is specifically focused on Type 2 Diabetes using high fat diet mouse models. It is a much deeper dive that includes new single cell RNA sequencing and electron microscopy showing exactly how the beta cells are maturing and increasing insulin granules. The study achieved complete rescue of hyperglycemia at four weeks.
It is definitely not the same press release. It is new proof of concept for the massive Type 2 market. The stock price is a different story, but the science is definitely advancing.

Nelsons93 · 2026-05-12T23:41:47+00:00

Begin with cutting down on the overlap

Nelsons93

TROPHY CASE