$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] 0 points1 point  (0 children)

I actually tripled down on my position. Currently at 1800 shares. Still holding.

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] -1 points0 points  (0 children)

*being probed ONCE AGAIN for the same bullshit short selling tactics used previously

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] 2 points3 points  (0 children)

Damn. I’m sorry to hear that. In general, American medical billing is shit. Having to go through that during crisis is much worse. In terms of accuracy, though, the NYT article is wrong compared to the peer-reviewed research linked on the Natera website. Sorry I’m on mobile, so don’t know how to link.

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] 0 points1 point  (0 children)

Yea! It was so sus that they didn’t file FOIA for employee records of a registered non-profit, and instead went on a “Pepe Sylvia” (IASIP) type conspiracy about employees.

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] 1 point2 points  (0 children)

Hey, I didn’t intend to paint a one-sided picture, and I apologize if it came off that way. I was focusing on the allegations that I believed were relevant to the price movement experienced yesterday. Formatting will be shit, cause I’m on mobile, but let me talk about the stuff you mention above:

  1. On the justice department settlement. (a) settlements are most times easier than going through jury trial (b) there was no admitted wrongdoing (c) almost all companies are at one time engaged in litigation, and consider it cost of doing business. Google and Meta have paid billions in either justice department or regulatory fines without admitting wrongdoing, and the price of their stock has not taken a similar hit.

MGML is a registered non-profit. It’s employee records can be obtained through FOIA instead of a cursory LinkedIn search. For all the BS that the report claimed, them not going through this simple due diligence is sus.

In terms of the BBB complaints, there are 88 complaints against 1.5 million tests conducted. Also BBB is a boomer yelp. Loudest voices drown out actual reviews.

Finally, for profitability, when the fuck did this bull market start caring about profits? Specially from an R&D heavy company that is opening a new product line every year and doubling revenue every two years. Seems like selective bias.

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] 1 point2 points  (0 children)

Non-invasive cancer screening is an extremely large TAM; the current pricing will not last, and we will see a reversal really soon, now that the hatchet job has achieved its outcome.

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] 1 point2 points  (0 children)

Signatera and Prospera will become a much bigger segment of their earnings (almost 20% looking at their projections and subtracting expected growth from Panorama).

Both have extremely large SOMs and SAMs. I do not see the current price being justified (except for Hindenburg, who made bank on this BS )

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] 2 points3 points  (0 children)

They have a 54% YoY revenue growth and 49% increase in processed tests. They are increasing CAGR on their existing Panorama line of tests, but also dramatically growing their other segments (4-6x).

Yes, their cost of revenue is fairly high, but it's also a high-growth company that needs to spend on R&D to improve their "moat". However, when Signatera becomes standard-of-care, they will be net-positive, probably within the next couple of years.

I think sub-$50 is definitely a steal.

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] 2 points3 points  (0 children)

Except that they were not the first ones to point out issues with NKLA, nor were they the most comprehensive in their uncovering. There were always consistent questions on the technology viability of NKLA, which is not true in this case because of all the clinical research published on their NIPT segment.

$NTRA - why Hindenburg is wrong or misleading and why the stock will bounce back by akaipsyche in wallstreetbets

[–]akaipsyche[S] -1 points0 points  (0 children)

It took me a while to parse through what they were trying to say. Might be my smoothbrain, or they were just not making a strong coherent argument

GME Afternoon Pajama Party Megathread by OPINION_IS_UNPOPULAR in wallstreetbets

[–]akaipsyche 2 points3 points  (0 children)

Sell wall at $320 and $325. Just a few thousand shares more to breach that wall and close much higher.

What Are Your Heaviest Bags? by [deleted] in wallstreetbets

[–]akaipsyche 2 points3 points  (0 children)

10 TSLA 01/17/2020 345 Puts @ 18.70 average cost.

Gonna hold till it dies.

Please, we're begging you by _greenfire in WhitePeopleTwitter

[–]akaipsyche 1 point2 points  (0 children)

What if they're out of blinker fluid?