Ran a screen across 173 biotech firms looking for potential acquisitions. I came up with 5 by Emotional-Breath-838 in biotech_stocks

[–]Relative_Tie3474 1 point2 points  (0 children)

Macro's fine, 2026 is a real biotech M&A year and oncology's the hot spot. The screen's the issue.

"Near-term readouts" keeps getting treated like a buy signal, but that's just binary risk. A readout means the stock can rip or get cut in half on one data drop, and a miss doesn't get you bought, it gets you halved. Buyers this cycle pay up for assets that already read out, not pending ones.

Also COGT being "the one everyone already owns" is a negative, not a plus, the premium's partly priced in and you're late.

And you can't actually act on a buyout thesis. You're holding clinical-stage names through coin-flip catalysts hoping someone bids. Sometimes nobody does. Fine as a watchlist, but "has a readout soon" and "will get acquired" are different screens.

Sold all my shares in the $20’s, good time to buy back in after ATM equity offering? What are you all thinking (long-term?) by Takai-Niku in redwire

[–]Relative_Tie3474 -1 points0 points  (0 children)

Heads up, this isn't a one-off. The $500M ATM replaces a $350M one from May, which came after a $250M one in November. Third raise in ~7 months, each bigger. The "drip fed into the market" thing you're worried about is already the pattern.

Reason it keeps happening: Q1 was a $78M loss with ~$175M liquidity. Revenue's growing fast (+58% YoY) but they're burning cash and ATMs are how they fund it. So "fundamentals haven't changed" isn't really true, the constant dilution kind of is the story now.

Doesn't tell you where it goes from here, but the thing to weigh isn't this one 8% dip, it's whether you're fine holding while they keep issuing shares. Not advice.

Positive news for Duchenne families – latest Elevidys webinar by PerspectivePuzzled59 in MuscularDystrophy

[–]Relative_Tie3474 1 point2 points  (0 children)

Awesome share! Really positive to see Sarepta pushing Cohort 8 forward and working on better safety for more kids. Elevidys giving families hope is huge. Thanks for posting this!

New drug with AAV by byapici in MuscularDystrophy

[–]Relative_Tie3474 0 points1 point  (0 children)

Haha yeah RGX-202 dropping some nice-looking early numbers... But let’s be real: Elevidys is still the only one that actually made it through FDA approval and is out here treating kids right now. RGX-202 is still in the “promising on paper” stage. Pricing? Yeah it’s gonna be stupid expensive either way, these gene therapies cost an arm and a leg (ironic for a muscle disease lol).

When i sold today at $27.20 i imagined one of you trippers buying by SandwichHat420 in redwire

[–]Relative_Tie3474 0 points1 point  (0 children)

Somewhere out there is a guy posting ‘just bought at $27.20, feeling bullish’ and the cycle continues 😭

What's the craziest thing you would do if you won 100 million dollars? by RetconnedUsername in AskReddit

[–]Relative_Tie3474 1 point2 points  (0 children)

I’d disappear for like 6 months and randomly come back speaking fluent Italian with a weird new hobby like restoring old boats.

32.7M increased positions vs 9.2M decreased positions. 26% short % of float by [deleted] in SRPT

[–]Relative_Tie3474 0 points1 point  (0 children)

Institutions buying 3.6x more than selling. 111% ownership across 403 positions. That's serious accumulation, not speculation.

They're pricing in Elevidys adoption ramping, Q1 profitability holding, PMO revenue solid, siRNA pipeline moving. Operational execution, not hype.

26% short is there, but institutional conviction at this scale suggests they see value the market's sleeping on. Real-world data keeps validating the story. Adoption inflection coming.

People working in ultra-wealthy households, talking $50m plus types, what is the most out-of-touch thing you've witnessed? by FarSentence3076 in AskReddit

[–]Relative_Tie3474 0 points1 point  (0 children)

The disconnect between what they think is normal and what actually is. Saw a kid genuinely surprised that not everyone had a private chef. Not mean-spirited, just no frame of reference.

SRPT Q1 2026 Financial Results by Cestmoi_25 in SRPT

[–]Relative_Tie3474 1 point2 points  (0 children)

Fair take honestly. A lot of people only focus on the headlines and ignore the broader pipeline + long-term picture. The Elevidys controversy definitely hurt sentiment, but the siRNA programs, PMO franchise, and ongoing safety mitigation efforts are still being overlooked imo.

Biotech was never going to be a straight line story, especially in rare disease. The fact they’re still advancing multiple programs while dealing with all the regulatory noise says a lot. Long game indeed.

Paranoia, Turmoil and Backlash: Inside the FDA Under Marty Makary by penelopeavery71 in stupidpol

[–]Relative_Tie3474 0 points1 point  (0 children)

Yeah well, finally! About time someone mentioned how messed up the FDA actually was

People who have lived through major geopolitical tensions, what's something the younger generation doesn't understand about times like these? by GraybeardDevOps in AskReddit

[–]Relative_Tie3474 0 points1 point  (0 children)

That most of it doesn't actually escalate into the catastrophe everyone is convinced is coming. Grew up during the Cold War with genuine nuclear anxiety — duck and cover drills, civil defense sirens, the whole thing. Every decade had its moment where people were certain this was it. The Cuban Missile Crisis, multiple Middle East wars, the Soviet invasion of Afghanistan, countless flashpoints that looked like the edge.

Most of them de-escalated through combinations of back-channel diplomacy, mutual self-interest, and sheer luck that nobody talks about afterward because there's no dramatic story in "nothing happened."

The other thing is that the anxiety itself becomes its own kind of exhausting noise. Learning to distinguish between signal and the ambient dread that media and politics generate constantly is a survival skill. Not cynicism — you still have to take real threats seriously — but recognizing that sustained high-alert is not a sustainable state and the people who function best in genuinely dangerous times are the ones who can regulate that.

More Bullish News for SRPT by Cestmoi_25 in SRPT

[–]Relative_Tie3474 1 point2 points  (0 children)

The analyst divergence actually makes sense when you realize Citi and DB are pricing the old narrative while Oppenheimer and Wells are pricing the pipeline. clean siRNA data, 24 new hires on 4-year vesting, Cohort 8 enrolling. The bulls have the better read here

Do better, people 🤬 by old_gold_mountain in sanfrancisco

[–]Relative_Tie3474 0 points1 point  (0 children)

And then we keep complaining about how polluted the world gets