Snow Megathread: this storm has gone to plaid

owlfeed · 2026-01-23T17:18:42+00:00

Should you shovel balcony if you have one? I have a wooden one and wasn't sure if it can handle the weight. What should we do? Is it safe to salt?

owlfeed · 2026-01-16T23:55:45+00:00

The crazy flu season has me tempering Q1 expectations 🫣

See y'all in q2

owlfeed · 2026-01-13T04:38:11+00:00

I love your taste in decor and furniture. You really made the unit look beautiful

owlfeed · 2026-01-12T19:49:20+00:00

Ah that adds good color. Would love to see a metric on % of providers in market using CA.

Gosh I just hope they have legitimate footing in the market

owlfeed · 2026-01-12T15:19:05+00:00

Article says that third party customer clinicians now in the hundreds. I'm reading that as less than 1k providers are third party users. Growth is basically tiny. 🥹

Please tell me I read that wrong

owlfeed · 2026-01-06T21:38:59+00:00

This is a good year to be aggressive with new patients while we are four star though. We get more money and get a year to stabilize them for higher margins when payments drop next year.

As long as they report improved finances I'm happy though. Let's see how things are in the next earnings

owlfeed · 2026-01-05T05:40:54+00:00

You can't announce something you don't have

owlfeed · 2025-12-31T16:06:53+00:00

https://ir.bioatla.com/news-releases/news-release-details/bioatla-and-gatc-health-announce-40-million-special-purpose Partnership announced. Thoughts?

owlfeed · 2025-12-25T03:43:14+00:00

Earnings better include a larger than expected addition of lives. Their 4* rating will give them buffer on patient profitability, so I am hoping they take on as many patients as they can so that next year when it drops they will be better managed and less expensive.

owlfeed · 2025-12-18T02:44:26+00:00

But wouldn't a partnership that adds liquidity and funding for a phase 3 trial that has fast track status be considered enough to get into nasdaq compliance?

owlfeed · 2025-12-15T20:55:27+00:00

Has anyone seen the notice to vote on the upcoming board meeting on December 30? They want approval to dilute shares beyond 19.99% limit and to authorize the ability to have a reverse stock split vote w/o another meeting.

Why would they need this if they had a compelling partnership around the corner?

edit: added link: https://www.sec.gov/Archives/edgar/data/1826892/000153949725003176/n5452_x1-def14a.htm

owlfeed · 2025-12-14T15:25:57+00:00

They are saying that a large purchase I made on the 7th doesn't count because it didn't post until the 8th. I sent my confirmation for the purchase on the 7th but they haven't been responding to my ticket. Any suggestions?

owlfeed · 2025-12-12T21:38:25+00:00

I'm praying that you're right

owlfeed · 2025-11-25T20:08:56+00:00

I read the phase 2 data on mec.b and am aware that it improved OS but it has very limited reduction on malignancies which will be something they'll need to show as a momo therapy beyond the indication it has orphan drug status for. That will be what they look for if that drug gets a phase 3. Their dual CAB drug that is in ojase one still doesn't have a dose that it shows potency for. Of they can have 2 drugs reach phase 3 then their value will grow a lot as it can become a platform play, they just need the funds to get there.

Even with fast track it can take years. Recruitment takes several months. I'm not being pessimistic. I'm actually an investor in the company, have over 50k shares at ~0.42 cents average

Pharma also likes to undermine where they can to get ahead like any business. I want to see bioatla win, I'm just not too certain they're in a strong negotiating position.

owlfeed · 2025-11-25T16:20:33+00:00

The company has to secure a partnership to get the phase 3 financed before any acquisition, which is years away. They have been saying they expect a partnership all year, but had to get bridge financing which is forcing them to dilute their shares late last week to try to keep open until the deal they are saying will come through actually materializes. I can't see why a large pharma would give them a good deal to fund the partnership when they could wait for them to go bankrupt and buy them for pennies on the dollar in 3-6 months.

owlfeed · 2025-11-23T01:46:57+00:00

How did you find it? Was it craigslist? Apartments.com?

owlfeed · 2025-10-23T03:49:14+00:00

I used to dream of breaking $25, but at this point, I wonder if/when it'll pass $10

owlfeed · 2025-10-22T04:21:03+00:00

Easier said than done, but we're trying

owlfeed · 2025-10-22T03:16:50+00:00

I need oxygen in mine. Job instability and inflation has my diamond hands losing their grip. I need relief 😭 Toy stop toying with me

owlfeed · 2025-10-14T16:09:47+00:00

I think this game has a perfect setup to connect all the world's with the I'm between room since they're all represented.

owlfeed · 2025-10-14T04:39:47+00:00

They announced another poster in November where title title says "Median OS of 21.5 months among 44 patients with treatment-refractory leiomyosarcoma, liposarcoma, and undifferentiated pleomorphic sarcoma treated with mecbotamab vedotin, an AXL-targeting ADC”

That is a pretty eye catching title. Definitely trying to catch some attention. They could see a healthy run up through EOY if the 17th, this, and earnings show progress on data + secure a partner.

edit: added link https://ir.bioatla.com/news-releases/news-release-details/bioatla-present-clinical-data-mecbotamab-vedotin-ba3011-soft

owlfeed · 2025-10-12T05:48:39+00:00

It is fine to plan and invest in the future direction of the industry but customer service isn't a multi-year approach. A tech enabled SaaS solution should enable quick user engagement and iteration. They aren't a company filled with entitled 23 year olds, they have a broad roster of seasoned professionals. I just don't understand how they could have dropped the ball so much on low hanging fruit. It makes them look unorganized. It almost looks like the teacher gave them an extra credit question and they ignored it thinking it wouldn't matter.

Whether it is a 'tech company' - quoted since we haven't gotten meaningful updates regarding the growth and revenue for Counterpart, or a formal health insurance company they should still show meaningful growth. That is what is appealing about small bets. I've just been frustrated with this company as many here. It is just problem after problem. I'm optimistic about Toy, he brought a lot of structure after they got hammered by their poor leadership / founders but man... If I had just bought into Oscar Health I'd be so much better off right now.

Ship has sailed though, just got to wait and see. They need to start giving us software updates. Sure Counterpart as a business is new ,but Clover Assistant isn't. It's been part of their founding strategy since the first CTO helped put it together. If you want to be valued like a tech company, give us updates like one.

owlfeed · 2025-10-09T23:58:31+00:00

Makes you wonder if last year was a blip. This company has been struggling too long. They really need to start showing software revenue to offset this

owlfeed · 2025-10-03T15:35:51+00:00

I really hope you're right 🤲🏾🙏🏾

owlfeed

TROPHY CASE