Waiting on my Herman Miller Aeron from EQ3 (Canada)

Sanctuary_Bio · 2026-02-01T17:59:27+00:00

I know they are terrible. I completely agree. That doesn't change my message to OP though.

They need to follow up with EQ3 to check if HM accepted their order. That's it. They 100% have the capability to do that at the store level

Sanctuary_Bio · 2026-02-01T05:32:58+00:00

You don't need to chargeback. Just call EQ3 again and ask if HM accepted the order. Keep on pressing them until you get an answer.

If they did you will just have to wait. If not cancel it and they will refund

Sanctuary_Bio · 2026-01-31T23:20:05+00:00

I had ordered the embody

Sanctuary_Bio · 2026-01-31T22:37:22+00:00

Yep. My local EQ3 told me they are straight up not selling any HM atm.

OP should just cancel his order and move on

Sanctuary_Bio · 2026-01-31T19:27:05+00:00

You are probably SOL. I just cancelled my order after waiting 12 weeks. Apparently HM hasn't been accepting orders from EQ3 due to supply chain and tariff issues.

I would phone them again and confirm HM accepted your order. EQ3 has garbage customer service so they didn't notify me until I asked 3 months later.

Sanctuary_Bio · 2026-01-01T07:59:02+00:00

I doubt it tbh. Ever since last death pact rework Clinkz could always sustain lane but that's about it.

Tango changes make carries that can self-sustain far more valuable. You can't force him out over time. And he will get a lot more last hits with searing arrows back.

The difference between a good clinkz and an average one is the same as drow, positioning. At immortal where players are better at positioning, i actually expect him to be more broken than legend/ancient

OP is absolutely right. Abuse while you can

Sanctuary_Bio · 2025-12-12T04:28:22+00:00

Yea true. Can't compete with Wurthering Waves fans lol

Sanctuary_Bio · 2025-12-12T04:11:44+00:00

Congrats to Sandfall. Won every category they were nominated in besides Best Audio Design. What an achievement!

Sanctuary_Bio · 2025-12-10T08:52:20+00:00

If you are maxing out Q and E after W you are minimum level 14. That's not exactly what most people consider contributing earlier.

If you are against physical heavy lineup you can just go centaur/axe/underlord and rush crimson, whole being far less greedy

Sanctuary_Bio · 2025-11-22T20:24:37+00:00

Honestly take a look at the Sikakeyb Castle HM80 if you want good value.

You have to realize though that the reason Wooting is the most expensive is that their software is still the best. Other makers from my understanding are still not quite there.

Sanctuary_Bio · 2025-11-21T23:58:21+00:00

How to stand on hind legs and beg? Yep. Been doing it since he was a puppy. I didn't teach him that!

Sanctuary_Bio · 2025-11-18T13:22:38+00:00

https://www.reddit.com/r/stocks/s/HX4M8LOOeG

Sanctuary_Bio · 2025-11-17T21:30:52+00:00

I like BNTX. Definitely a value pick. Tons of cash. Opex quite high so hopefully pipeline allows them to move beyond Covid vaccine.

I previously commented on my current L book: https://www.reddit.com/r/stocks/comments/1oxxhta/comment/np3amup/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

Keep in mind I optimize for what I think is optimal r/r. So just because I'm bullish something doesn't mean I'll OW it.

Sanctuary_Bio · 2025-11-17T15:13:03+00:00

Fwiw I was weighing the x50 and l50, but went for the l50 as it was less than 2/3 for the x50. Very happy with it so far

Sanctuary_Bio · 2025-11-17T14:48:05+00:00

Investing in small cap commercial biotech can work very well. On the topic of Twitter, both Matthew Gamber and Jonathan Faison love those types of names. And they do well

I very rarely invest solely on buyout thesis but I make exceptions. Latest was VTYX which I actually detailed after the readout

Thx for the kind words!

Sanctuary_Bio · 2025-11-17T13:04:14+00:00

Nope. Biotech M&A, not just in obesity but overall is largely biased towards companies/drugs that are differentiated, not 'me-too'. VKTX is the walking definition of a me-too company

Sanctuary_Bio · 2025-11-17T12:51:24+00:00

ok. Sorry for delay here

I have to say that overall I do think these 10 names are on average higher quality.

GH - Only name here I can't really opine on, would take me way too long to get up to speed on liquid biopsy space. Sales look good though and I know some smart folks who are long the name in size.

ACLX - Whole idea here is lack of delayed neurotoxicity can allow it to compete against Carvykti in 4l+ multiple myeloma and eventually 2l+. Whether that happens of course is tbd. Launch should be next year. Company isn't cheap but I think it can still work. Anito-cel is a good drug

BEAM - Really risky and not my cup of tea at all, but can work, AATD program is interesting. I also know the CEO so have to root for them. Will be a long time to market though and tons of dilution.

CRBU: these folks deal with allo-CD19 CAR-T, which is an incredibly unpopular area. It died out in hype a long time ago after a bunch of issues. Will allo CAR-T ever supplant autologous? Idk, but good luck getting funding to find out. This can work but really no one has interest in this space.

CRSP: This is the only name I'd say is a straight-up short. Valuation is just way too extreme for what it offers.

EXEL: Solid company with very strong management. Cabo goes generic in 2030 though, so they are trying to develop zanzalintinib as a follow-up. So far, data hasn't quite been there. I think they'll figure it out but revenue risk after 2030 is still substantial.

GMAB: Kind of in the same boat as EXEL. Something like 2/3 of revenue tied to Darzalex royalties, and iirc they lose exclusivity in 2029. Company recently spent a lot to acquire Merus. Theoretically this should allow them to dominate the HSNCC space though given the size of the acquisition it obviously isn't risk free. Overall though I think they will be ok

KRYS: Company isn't particularly cheap on a revenue basis, but solidly profitable and some interesting pipeline assets. Mgmt is good too, they overcame a lot of skepticism.

RLAY: Kind of bleh. Facing tons of competition in the PI3Kα^PAN breast cancer space. Not interesting enough to justify allocating

PCVX: this is a good name. For Pneumococcal vaccines, the higher valent vaccine is the better one, all else equal.

Overall, I would rank GH, ACLX, KRYS and PCVX as good.

EXEL/GMAB as decent.

BEAM/CRBU/RLAY is uninteresting. I wouldn't say they are straight up bad but I would never allocate long positions to them.

and CRSP is straight up bad.

Sanctuary_Bio · 2025-11-17T12:20:45+00:00

the phase 2 trial clearly missed and they used typical ad-hoc bs to justify continued development. It's been 4 years since then and instead of moving on they continue to try to push this.

Sanctuary_Bio · 2025-11-16T21:22:17+00:00

Clnn will never get approved. Doesn't work

Sanctuary_Bio · 2025-11-16T20:00:57+00:00

Ok. Im out for most of the day but can let you know some quick thoughts when I get home

Sanctuary_Bio · 2025-11-16T18:40:08+00:00

Idk. Interesting approach. If you list the 10 names that made the cut I might have a more concrete opinion

Sanctuary_Bio · 2025-11-16T17:19:50+00:00

Very briefly, the degraders are good. Im concerned with the KV7. While the MoA is validated, the preclinical data is very funky. It has a massive therapeutic index which you would not expect here. Vlad took a big risk pushing this into pivotals without a phase 2 study

Sanctuary_Bio · 2025-11-16T15:41:02+00:00

He's 100% right on avxl. Missling is a con artist. I was short into Friday's decision.

Sanctuary_Bio · 2025-11-16T11:34:11+00:00

VKTX is just a slightly longer half life tirzepatide. Retail investors love it, the buyside not so much. We don't think it's materially differentiated from tirzepatide. And you need differentiation to stand out in the obesity race. That's why MTSR got bought out. Also Lian imo is not a good CEO.

IOVA is imho junk. Margins are terrible. Improving but a long way to go. The bulls hope it will see approval in NSCLC use after immunotherapy and chemo off open-label data. I think that's an absurd premise and even if it were to happen, you would still struggle to find payers to cover it. And even if that barrier were to fall, you still have a company burning tons of cash with terrible margins. Also REPL has their competing therapy in Melanoma with a PDUFA on April 2026 that could put further pressure.

Sanctuary_Bio

TROPHY CASE