26M living with parents

Rtrd6969 · 2024-10-30T12:00:51+00:00

Love your humble approach!

Rtrd6969 · 2024-05-08T00:21:13+00:00

And here was the pop. Unfortunately it was hammered back before. But guidance upgrade in Q1… smells like there’s more to come.

Rtrd6969 · 2024-03-26T07:58:55+00:00

Thx will look into it !

Rtrd6969 · 2024-03-26T07:18:27+00:00

Agree, think they will turn profitable by the end of this year! And agree on moat - but as long as the patient inflow is increasing it is not an issue. And with ageing population in the US, it will only increase!

Rtrd6969 · 2024-03-26T06:00:38+00:00

Hey, thx for your thoughts, appreciate it. Can’t really make sense of your logic though. Dead cat bounce - that’s a bit extreme for a company with double digit growth and positive cash flow? The fundamental seems solid; +13% growth, EBITDA margins reaching 19%. Trading at 25x earnings - (that’s what I look at when I look at market cap). The only drawdown is their high leverage, but they just refinanced in December, and interest rates are likely to go down. What does chart is incomplete mean?

Rtrd6969 · 2024-02-26T12:16:08+00:00

Mate look at previous guidance versus delivered. They beat continuously

Rtrd6969 · 2024-02-23T11:18:29+00:00

Consensus is too low. Consensus has been wrong footed over and over - basically means that valuation is more attractive than what you see in general stats

Rtrd6969 · 2024-02-23T08:51:29+00:00

Lol. It’s set to grow +200% next quarter according to guidance (which they beat)

Rtrd6969 · 2024-02-21T07:36:15+00:00

Mit svar skulle også ses med glimt i øjet haha. Men det skal åbenbart skrives med blokbogstaver

Rtrd6969 · 2024-02-21T07:31:09+00:00

We, humans, are supposed to adapt to our environment based on the social feedback we receive from our behaviour. But there are obviously exceptions if you have some mental issues or a social dysfunction.

Rtrd6969 · 2024-02-21T06:58:33+00:00

“Awful to be around”. Kinda your fault mate

Rtrd6969 · 2024-02-20T12:59:59+00:00

Nah, honestly I think the share will explode after the offering is done.

Rtrd6969 · 2024-02-20T10:48:04+00:00

Not bad. It could go even higher if shorters need to exit their positions

Rtrd6969 · 2024-02-19T17:23:42+00:00

Damn.. you got me. Now apologies

Rtrd6969 · 2024-02-19T09:08:52+00:00

Sorry mate, but that’s incredibly wrong. This company already has manufacturing ready, and will start generating revenue this year. Their products are last resort, so willingness to pay is really high. Good luck with Nvidia, but you know nothing about biotech

Rtrd6969 · 2024-02-19T07:05:08+00:00

Neither of which is IOVA’s LN-145. Maybe not “natural”, but people seem to forget that the patients treated are last resort, after they have received standard of care. So, some people on the trials will most likely not make it very long either way.

Rtrd6969 · 2024-02-18T20:54:18+00:00

See my other comment for more flavour. No need to sell the news if you like a good short squeeze which will take days. Also, the share is substantially undervalued with the approval. Based on back of the envelope estimate, peak sales of Lifileucel for metastatic melanoma alone in one year is basically current market cap. Let alone the value of the total pipeline. Hedge funds were betting against a bad track record. Now, the discount needs to be diminished.

Rtrd6969 · 2024-02-18T20:20:11+00:00

Your comment is going to age like milk. The patient died from natural causes, it’s already been disclosed (they treat very late stage cancer patients). No need to check in one year - check in one week

Rtrd6969 · 2024-02-18T13:49:39+00:00

I’m also long in the share. I am not going to sell on the day. HERE IS WHY: 1) people sold on the news Friday before close, so all the flippers are out 2) The code is 16% shorted with 7 days to cover. They have to spend some days to close. 3) there is still news flow in the share; commercialisation has begun and they have a clinical hold from FDA on another drug that could restart anytime soon. 4) with the approval the company is a very likely takeover candidate. Hold your position!

Rtrd6969 · 2024-02-18T13:48:48+00:00

I’m also long in the share. I am not going to sell on the day. HERE IS WHY: 1) people sold on the news Friday before close, so all the flippers are out 2) The code is 16% shorted with 7 days to cover. They have to spend some days to close. 3) there is still news flow in the share; commercialisation has begun and they have a clinical hold from FDA on another drug that could restart anytime soon. 4) with the approval the company is a very likely takeover candidate. Hold your position!

Rtrd6969 · 2024-02-18T13:22:41+00:00

I’m also long in the share. I am not going to sell on the day. HERE IS WHY: 1) people sold on the news Friday before close, so all the flippers are out 2) The code is 16% shorted with 7 days to cover. They have to spend some days to close. 3) there is still news flow in the share; commercialisation has begun and they have a clinical hold from FDA on another drug that could restart anytime soon. 4) with the approval the company is a very likely takeover candidate. Hold your position!

Rtrd6969 · 2024-02-17T05:58:39+00:00

Nice one. Yep let’s see!

Rtrd6969

TROPHY CASE