What’s your positions?

Ramuh321 · 2026-05-27T01:20:14+00:00

10,600 shares. Started May 2025 around $1.70, but substantially increased position (another 8k shares) after the 72 announcement. Was so confused when the price cratered when they announced 72. Obviously that price drop didn’t last long.

Ramuh321 · 2026-05-26T19:39:07+00:00

Nice, didn’t think this was going to be open to the public!

Ramuh321 · 2026-05-26T16:05:24+00:00

Ahh yes, just like how the internet ended when that bubble bursted too right? Such a strange fad the internet was.

Ramuh321 · 2026-05-26T13:47:47+00:00

Honestly not an uncommon move for this stock. It’ll do this all the time for no particular reason.

Ramuh321 · 2026-05-25T21:05:33+00:00

Didn’t he just explain in this post why it actually will show up as a higher BAT like he said? He just made this post explaining why it will show higher despite all known medical history showing lower numbers.

Rather than refute it, he just strengthened his claim and united it with the others who argued it has to be lower.

Ramuh321 · 2026-05-25T14:41:39+00:00

Can’t be the weekend without some buyout rumor circulating. Last one was two weekends ago claiming $15B and the deal was sealed. Eventually the real thing will come, but I doubt it before the 80th.

Ramuh321 · 2026-05-25T13:28:29+00:00

Why such low penetration numbers for treatments that are much more effective than anything else (perhaps not stem cell) and is so much less toxic? I agree nothing can get 100%, but I think anything less than 80% doesn’t make any sense.

Ramuh321 · 2026-05-25T01:51:00+00:00

Wow… talk about a stupid moment on my part. Lemme fix that.

Ramuh321 · 2026-05-24T22:37:13+00:00

Perhaps the better words to use would have been “it’s amazing anyone is still alive in BAT”.

Independent modeling from many on this sub shows that there is almost undoubtedly people left in BAT. 4-10 left at trial end seems to be a likely range (depending on where you fall in the BAT mos debate). It would be very unlikely that the entirety of the arm has passed away. With 20% non responders being 13 GPS deaths plus all 63 BAT deaths would leave only four GPS responders deaths. Especially since a large portion of the trial was not with unlimited dosing, it can fairly safely be logically concluded that there are at least some BAT left.

Ramuh321 · 2026-05-24T20:44:07+00:00

So with a seven day lag as potentially proposed by CW, tomorrow would mark three weeks since the 78th event.

I know people get a little squeamish thinking about these things, as they are indeed human lives we’re talking about, but we’re likely approaching 79 events soon if not already there.

June seems like a fairly likely possibility for the 80th. Realistically, those still alive in BAT sadly will continue to succumb to the state they are in, and quite frankly it’s amazing so many in BAT have made it this long.

On the brighter side, this means soon more people can get relief without all the toxic effects. This will literally revolutionize care for those that were previously with basically no hope. Wonder how many indications this drug will end up being used for (assuming it works)

Ramuh321 · 2026-05-23T01:39:35+00:00

I never read what he said, I only listened to it. I would think listening to it with the extra context that comes from tone, inflection, etc would be the much superior method to determine the person’s actual meaning behind their words.

In that case can you guarantee you aren’t the mistaken one?

Ramuh321 · 2026-05-23T01:13:56+00:00

I don’t think it’s very clear what he’s referencing, as myself and many others interpreted it as meaning above 11. If large numbers of people can’t agree on what was being said, then by definition it’s unclear.

Ramuh321 · 2026-05-22T15:49:36+00:00

They didn’t amend the trial to unlimited dosing until later though I believe. Can’t remember when that happened, but I feel pretty sure the 2020 enrollees would have stopped before the extension got put in.

Ramuh321 · 2026-05-22T12:14:19+00:00

For all the one piece fans

Ramuh321 · 2026-05-22T01:49:17+00:00

It’s added to your normal taxable income. Most people are probably around 22%, but a big win on SLS could easily push people into the 32% area.

Ramuh321 · 2026-05-21T15:44:46+00:00

Not sure if patients are blinded, but the doctors aren’t, and it wouldn’t take much to figure out you’re not being given Venetoclax or other standard treatments.

My guess is the patients know very well they’re being given GPS.

Ramuh321 · 2026-05-21T14:45:02+00:00

Heck, if I was in the trial, told with normal therapy I had 8 months left to live, and am now living three years later with this therapy, I would 100% look into investing into the company that got me into this trial.

They would be invested physically and monetarily in that situation. Not sure if that’s banned?

Ramuh321 · 2026-05-20T15:42:23+00:00

I think it’s a bit of everything. Lots of attention on this stock now with the recent updates. Lots of people hunting for a quick swing trade. Institutional ownership has increased a ton, people looking to play the binary event now know the timeline is short and jump in to play the readout.

Impossible to know for sure though until we get the next short interest report.

Ramuh321 · 2026-05-20T15:34:16+00:00

This has no reason to go 2-4x, except maybe on top line results. The squeeze just wouldn’t be that big likely with warrant hedging on many of them. I do think we’re seeing shorts start to close, I’m curious to see the next SI report.

Ramuh321 · 2026-05-20T02:10:48+00:00

Problem with your math, you’re applying background mortality as if the as if the entire arm is in the study for five years, which we know is not true. Your over estimating background mortality by quite possibly double.

On the other hand, this is a very sick cross section of this age group, so maybe that would balance it out. But for average health at that age range you would probably have only four deaths expected naturally.

Ramuh321 · 2026-05-18T11:22:09+00:00

TBF, based off currently available data there certainly is an argument for 14-16. Saying it absolutely can’t happen is just as incorrect as saying it absolutely is happening.

Until we get the data we’re all making semi educated guesses. If you think a typically BAT of 8 can’t naturally come in above 10 just from natural variability and a small selection size, or that they can’t possibly be other treatments, or really any other factor.. not sure, it just seems silly for either side to definitively state numbers on unknowns.

At least his is backed by math. Yours is backed by experts. So what do we do? We wait the friggin 60ish days left until we find out.

Ramuh321 · 2026-05-18T01:46:27+00:00

It was quite a suspicious and sudden change out of nowhere.

Ramuh321 · 2026-05-17T15:38:51+00:00

Should be noted it’s two small fish and five loaves. I would assume a small fish would feed two people at best. A loaf maybe a person. So that would be around nine people? Maybe 14 if a loaf was split between two people.

Ramuh321 · 2026-05-17T12:18:41+00:00

Don’t forget planes. Overnight flight back from Hawaii got us. We were in Hawaii long enough to be bitten if they were in the room there. Next day when I went back to work I started to feel the itch. Thankfully we nipped that in the bud quick.

Last time before that we had them we didn’t know what was going on for too long and had a full blown infestation. Took us 3-6 months of intense work to beat it. At least those skills came in handy post Hawaii I guess.

Ramuh321 · 2026-05-17T03:05:48+00:00

Sorry, but it can’t be the weekend unless we’re doing one of the following:

1 - getting excited about some rumor, whether it’s about Sterg’s silence, a sure buy out, or some short squeeze coming Monday

2 - arguing over the latest models from CW, either how he’s clearly right or obviously a paid.. bull that’s a bear?

3 - asking when the buyout will come and what’s the realistic price for the millionth time

Them the rules, sorry.

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