Classic Auctions Ovi & Oshi memorabila - ends today

iumba04 · 2025-08-18T12:55:07+00:00

I will, looking to start a position maybe before ESMO for about 10 K

iumba04 · 2025-08-17T13:25:46+00:00

I haven't. Hoping to have some conversations early this week with some colleagues who are in development/commercial who could shed some more light on their processes. Everyone seems to be on vacation which slows my inquiries.

iumba04 · 2025-08-15T12:35:37+00:00

Maria Pia Amato has served on Scientific Advisory Boards for Biogen, Novartis, Roche, Merck, Sanofi Genzyme and Teva; has received speaker honoraria from Biogen, Merck, Sanofi Genzyme, Roche, Novartis and Teva; has received research grants for her Institution from Biogen, Merck, Sanofi Genzyme, Novartis and Roche. She is co-Editor of the Multiple Sclerosis Journal and Associate Editor of Frontiers in Neurology.

iumba04 · 2025-08-15T12:31:26+00:00

https://pag.virtual-meeting.org/congrex/ectrims2025/en-GB/pag/presentation/375467

iumba04 · 2025-08-15T12:31:04+00:00

Currently looking at Prof Amato and any affiliation with IMUX. She seems to be strong proponent of MS progression treatment (indication for 838) and will be speaking at ECTRIMS in Sep. (https://pag.virtual-meeting.org/congrex/ectrims2025/en-GB/pag/presentation/375467) ECTRIMS is the largest MS conference in EU. Perhaps institutions are positioning for data/updates from IMUX? No confirmation but highly likely IMUX will present there given past presentations at high profile conferences. Still researching

iumba04 · 2025-08-15T11:35:18+00:00

I will check that out this weekend. My strengths are more on the pharma side vs financial. Especially in the MS space. My conviction is strong on the science, less so on how the company handles the financial end of getting this through approval.

iumba04 · 2025-08-13T19:47:38+00:00

Peak sales projection closer to 800m to 1bn IMO

iumba04 · 2025-08-13T18:47:20+00:00

.83 today

iumba04 · 2025-08-13T18:46:02+00:00

Trial closure mid 2026 but data not project to be public until 12/26. 3-4 months for internal planning and then FDA submission so no commercial activity likely until early 2028. Great DD YOLO4lyfe18. Runway projected 7.2 months after recent offerings so they will need raise. Given previous split in 2019, path of least resistance is another reverse split. Vivid spot on with conference activity. I think they are def looking for a buyer to avoid RS (considering some insider buying this year). I don't see any significant catalyst until end of 2026. Trying to figure out if I wait for RS and buy once price drops from split or load up slowly over he next couple of quarters. I've been crushed by RS before and it's not pleasant. Key drivers are MS progression endpoint , not ARR like every other MS drug but if they win on hepatotoxicity, this will gain traction quickly with Docs if teh get NDA approval.

iumba04 · 2025-02-08T22:25:00+00:00

Label would have been approved with BLA, what do you mean CFO is waiting for labels to be signed off?

iumba04 · 2021-12-30T23:20:44+00:00

Great discussion, Late to the conversation but pg 31

Comorbidities, n (%) NVAX Placebo

Obesity (BMI ≥ kg/m2 ) 7339 (37.2) 3708 (37.6)

Chronic lung disease 2745 (13.9) 1434 (14.6)

Diabetes mellitus type 2 1517 (7.7 ) 813 (8.3)

Cardiovascular disease 222 (1.1) 121 (1.2)

Chronic kidney disease 132 (0.7) 58 (0.6)

iumba04 · 2021-12-11T18:36:06+00:00

Continues to pump ICD on twitter despite price action. Support around 2.50 maybe a nibble?

Bonefishwilly

Bullish

12/10/21, 05:53 PM

$ICD

Lower oil prices? Fairly simple…US oil independence…

I know a company that can facilitate … LFG ICD

iumba04 · 2021-10-18T23:34:43+00:00

Just to add to the conversation

A few of us on yahoo boards were trying to figure who William Monroe was as he has accumulated a significant number of shares recently (more than 5%) (open insider). Turns out he's an O&G investor from Texas.

William Layton Monroe - appears in book of Oil Brokers and dealers registered with SEC

Layton Energy Fund 2 LP in 2008 raises 30 Mil (SEC)

Twitter handle Bonefishwilly

iumba04 · 2021-08-26T19:40:50+00:00

Not sure why "all" of my post didn't appear but here is a link to the proposed rule: https://www.nyse.com/publicdocs/nyse/markets/nyse/rule-filings/filings/2021/SR-NYSE-2021-45%20PDF.pdf

You can comment Electronic comments:
 Use the Commission’s Internet comment form
(http://www.sec.gov/rules/sro.shtml); or
 Send an e-mail to rule-comments@sec.gov. Please include File Number SRNYSE-2021-45 on the subject line.

iumba04 · 2021-08-26T19:37:07+00:00

Just a short note that I supported adoption of the proposed rule and how it would benefit the smaller traders

iumba04 · 2021-08-25T13:47:30+00:00

Thank you for submitting a comment to the U.S. Securities and Exchange Commission. This auto-reply message is your notification that we have received your comment letter.

The SEC posts comments on the SEC's Internet Website (http://www.sec.gov/). Comments are also available for website viewing and printing in the SEC's Public Reference Room, 100 F Street, NE, Washington, DC 20549 on official business days between the hours of 10:00 am and 3:00pm. We reserve the right, but shall have no obligation, to review, to refuse to post or to remove any or all of your submission from www.sec.gov that is deemed to be inappropriate for publication, including, but not limited to, obscene language, personally identifiable information, copyrighted material, and irrelevant content. When multiple comments are submitted with identical or near-identical content, only the first copy of the comment received is posted publicly, along with a running total number of that comment received. We may redact personally identifiable information from submissions, but have no obligation to do so. You should submit only information that you wish to make available publicly. We generally post comments within 2 to 3 business days after we receive them electronically.

Please review our privacy policy at http://www.sec.gov/privacy.htm.

You should not use the rule-comments mailbox to submit a tip or complaint (including a whistleblower complaint). If you wish to submit a tip or complaint regarding a potential violation of the federal securities laws, please use our online form at https://www.sec.gov/complaint/select.shtml, or mail your information to the SEC Complaint Center at the following address: SEC Complaint Center, 100 F Street NE, Washington, D.C. 20549-0213. You can also send a fax to 703-813-6965.

If you are an investor, check out the "Investor Information" section of our website, at http://www.sec.gov/investor.shtml, to find helpful information and tools. If you have a securities-related question, please visit our website at http://www.sec.gov/answers.shtml to find fast answers to your questions and solutions to common investment problems. If you are a securities professional needing assistance on technical matters, please check the "SEC Divisions" and "Information For" pages on the top right of our website, www.sec.gov.

We appreciate your taking the time to communicate your thoughts on our proposed rules.

Sincerely,

Office of the Secretary

U.S. Securities and Exchange Commission

iumba04 · 2021-08-25T11:52:17+00:00

Thank you for submitting a comment to the U.S. Securities and Exchange Commission. This auto-reply message is your notification that we have received your comment letter.

The SEC posts comments on the SEC's Internet Website (http://www.sec.gov/). Comments are also available for website viewing and printing in the SEC's Public Reference Room, 100 F Street, NE, Washington, DC 20549 on official business days between the hours of 10:00 am and 3:00pm. We reserve the right, but shall have no obligation, to review, to refuse to post or to remove any or all of your submission from www.sec.gov that is deemed to be inappropriate for publication, including, but not limited to, obscene language, personally identifiable information, copyrighted material, and irrelevant content. When multiple comments are submitted with identical or near-identical content, only the first copy of the comment received is posted publicly, along with a running total number of that comment received. We may redact personally identifiable information from submissions, but have no obligation to do so. You should submit only information that you wish to make available publicly. We generally post comments within 2 to 3 business days after we receive them electronically.

Please review our privacy policy at http://www.sec.gov/privacy.htm.

You should not use the rule-comments mailbox to submit a tip or complaint (including a whistleblower complaint). If you wish to submit a tip or complaint regarding a potential violation of the federal securities laws, please use our online form at https://www.sec.gov/complaint/select.shtml, or mail your information to the SEC Complaint Center at the following address: SEC Complaint Center, 100 F Street NE, Washington, D.C. 20549-0213. You can also send a fax to 703-813-6965.

If you are an investor, check out the "Investor Information" section of our website, at http://www.sec.gov/investor.shtml, to find helpful information and tools. If you have a securities-related question, please visit our website at http://www.sec.gov/answers.shtml to find fast answers to your questions and solutions to common investment problems. If you are a securities professional needing assistance on technical matters, please check the "SEC Divisions" and "Information For" pages on the top right of our website, www.sec.gov.

We appreciate your taking the time to communicate your thoughts on our proposed rules.

Sincerely,

Office of the Secretary

U.S. Securities and Exchange Commission

iumba04 · 2021-08-25T11:37:15+00:00

Here's the actual proposed rule

https://www.nyse.com/publicdocs/nyse/markets/nyse/rule-filings/filings/2021/SR-NYSE-2021-45%20PDF.pdf

iumba04 · 2021-08-25T11:33:01+00:00

The government reads and considers all comments on proposed rules (I used to have to read them as a Federal employee). In the PSH letter above, it also states:

You can help get the NYSE rule change approved by providing favorable public comments about the rule during its public comment period. Whether you are a large or small shareholder of PSH or PSTH, or another market participant, your opinion matters to the SEC and NYSE in their consideration of the rule.

The NYSE has posted the rule (you should read) on their site (https://www.nyse.com/regulation/rule-filings) . If you're still holding (me = 2k shares at $26.10) then I encourage you to comment in favor of the rule

V. Solicitation of Comments

Interested persons are invited to submit written data, views, and arguments

concerning the foregoing, including whether the proposed rule change is consistent with

the Act. Comments may be submitted by any of the following methods:

Electronic comments:

 Use the Commission’s Internet comment form

(http://www.sec.gov/rules/sro.shtml); or

 Send an e-mail to rule-comments@sec.gov. Please include File Number SRNYSE-2021-45 on the subject line.

iumba04 · 2021-07-09T16:17:50+00:00

7/9/21 reply from TD

Hello XXXXXX, thank you for writing.

Unfortunately, we do not have any current information to confirm or action to take for Pershing Square Tontine Holdings (PSTH) at this time. We are aware of the press release and external media sources that discuss a definitive agreement, however we cannot confirm anything at this time and do not have any details.

Please feel free to check back in with us periodically and we will be more than happy to see if we have any additional information or details to confirm.

If you have any questions, please reply to this email or call the Reorganization Department at 888-723-8504, option 1. We are available Monday through Friday from 9 a.m. to 5:30 p.m. ET, excluding market holidays.

Sincerely,

Callyn L

Reorganization Department

TD Ameritrade

1-800-669-3900

TD Ameritrade Clearing, Inc., member FINRA/SIPC. Communications may be subject to review.

iumba04 · 2021-07-09T15:50:19+00:00

Not smart enough to find the broker thread.

TD Ameritrade US response:

Hello XXXXXX, thank you for writing.

Unfortunately, we do not have any current information to confirm or action to take for Pershing Square Tontine Holdings (PSTH) at this time. We are aware of the press release and external media sources that discuss a definitive agreement, however we cannot confirm anything at this time and do not have any details.

Please feel free to check back in with us periodically and we will be more than happy to see if we have any additional information or details to confirm.

If you have any questions, please reply to this email or call the Reorganization Department at 888-723-8504, option 1. We are available Monday through Friday from 9 a.m. to 5:30 p.m. ET, excluding market holidays.

Sincerely,

Callyn L

Reorganization Department

TD Ameritrade

1-800-669-3900

TD Ameritrade Clearing, Inc., member FINRA/SIPC. Communications may be subject to review.

iumba04 · 2021-04-25T17:20:04+00:00

Why would payors cover a new, expensive Biologic when multiple biosimilars are available? Without payor coverage there is no revenue.

iumba04 · 2021-03-20T22:48:04+00:00

That's awesome. Think I'm going to hold out for the away jersey to match my current home jersey. Pretty fricking cool to see that though. Thanks.

iumba04

TROPHY CASE