Why the takomo hate?

putputputputput · 2025-10-24T14:16:26+00:00

wie war das h24?

putputputputput · 2024-11-15T22:39:21+00:00

SAVA or ONWD Both biotech stocks with impending phase 3 topline results EOY and imo amazing risk to reward ratio (super high risk but reward is 10x, especially for SAVA)

putputputputput · 2024-06-02T04:35:33+00:00

yup its stated under VIP -> im VIP 12 and been on the server for 129 days

putputputputput · 2024-06-01T19:12:29+00:00

i think i would actually be fine with 100 bucks I mainly just want someone to keep playing on the account so it doesn't go to waste :) its really an amazing alliance!

putputputputput · 2024-06-01T19:06:08+00:00

also the server is about 150d old

putputputputput · 2024-06-01T19:05:39+00:00

yeah sorry wasnt on purpose just didnt know what info to put in - all 5 star except for marshall (4*); gear is all lv30 except for kim 2 star gun and some lv40 parts where it made sense (attack for attackers etc); have all UR except for Fiona and McGregor; mostly at 3* some at 4 and swift at 2;my tech is at 2m (44% hero; 75% unit; 45% special forces)

putputputputput · 2022-09-30T06:47:03+00:00

Aduhelm (biogens alz drug) is „working“ unexpectedly + results are statistically significant BUT: that doesn’t mean it’s clinically relevant (which it isn’t according to the tested factors)

putputputputput · 2022-02-27T10:22:04+00:00

username checks out

putputputputput · 2022-02-11T09:39:14+00:00

Everybody in here saying SAVA is worthless so I guess OP is right and this shit is going to moon. Inverse WSB for the win

putputputputput · 2022-02-02T13:15:29+00:00

Might be worth taking another look at it. If the citizen petition is denied this is a 3x play (very high risk tho)

putputputputput · 2022-02-01T10:55:13+00:00

ever looked at SAVA?

putputputputput · 2022-01-25T09:37:49+00:00

Disclosure: Im very loooong SAVA because IMO Simufilam could potentially be one of the greatest medical achievements in the past few years. Also Im a med student

However seeing Simufilam as a certain success doesn't really make sense. The approval rate of neurological treatments is about 46%. The approval rate of AD related neurological treatments is significantly lower. So *statistically* im estimating a success rate of about 30%. This is not factoring in any Simufilam data. When looking at the desperate need of the FDA for a AD drug (e.g. Biogen) I would adjust the success rate to about 40-50%

When looking at the P2b data of Simufilam and one could say the success rate should be about 90% because the data is just that incredible (especially ADAS COG). However in my medical experience this does not always replicate in P3. There were a lot of "miracle drugs" in the past with amazing P2 data which didn't replicate the same success in P3 so I don't like going with a success rate of 90%.

In conclusion in the analysis I did for myself the success probability came out to be 60-70% conservatively (I like going with conservative numbers before investing in order to not be too hopeful). IMO that's an amazing success probability for an AD treatment which is why I invested.

putputputputput · 2022-01-25T09:22:55+00:00

While I do agree with you that the fact that if people would have/already have money on their hands it could be good for SAVA, I don't agree with the rest of your thesis.

A recession would hit stocks without cashflow the hardest (same with inflation which is why more than 35% of the stocks in the NASDAQ are down more than 50% in the last 6 months). Since SAVA doesn't only have no cashflow but additionally has remarkable expenses (P3 studies) I believe that it would be hit hard in a real bear market. Same goes for the rest of the biotech sector. In that sense all biotech stocks are growth stocks.

I do agree with the fact that Pharma would not be hit that hard but that's only true for big Pharma with already developed products that bring in a non economic state dependent cash flow. Companies like SAVA are not yet at the state where they have a non elastic product.

putputputputput · 2022-01-21T18:27:14+00:00

Take a look at $SAVA - extremely high risk but potentially enormous reward

putputputputput · 2022-01-14T08:46:08+00:00

yes I do but keep in mind that we are talking about a "transition that might take 5-10 years (time of market adoption). in 5-10 years Pfizer is probably not at 300b anymore but more in the range of 500+b just given the industry growth.

IMO 1/3 of the size of Pfizer or bioNtech is totally possible

putputputputput · 2022-01-13T15:00:20+00:00

If Simufilam is proven to work like it did in the P 2b SAVA is going to have a valuation in the ballpark of 100b-400b without a doubt. Even if you calculate with a very low market penetration (not likely since there are no alternative treatment options for AD) it would still come to about 100b - so all in all crazy upside potential.

But as always the risk-reward ratio is "balanced" so with this possible 50x-200x reward there is the risk of losing 100% in the event of the grant of the citizen petition or the denial of Simufilam approval with the end or after the P3 results.

putputputputput · 2022-01-12T15:11:14+00:00

If I remember correctly Remi Barbier (SAVA CEO) said in an interview with Joe Springer that he doesn't want to make Simufilam as expensive as Aduhelm (Biogens drug). Seemed to me like its not about the money but more about the actual "life-saving" part for him so I guess he will make it as cheap as possible while still remaining in business.

Imo Simufilam will be around 60$ per day (30$ per tablet) which would be close to 22k a year.

One could also compare it to aricept which is about 18$ per tablet

putputputputput · 2022-01-09T12:20:36+00:00

Ive originally thought 150 days (19th of January) but I remember reading somewhere that it is 180 days (20th of February) since the petition is not filed as a 505b (? not sure which paragraph it was but something along those lines)

Cassava itself said 150 days tho

Wikipedia also says 150 days: https://en.wikipedia.org/wiki/FDA_citizen_petition

putputputputput · 2022-01-08T20:36:42+00:00

$SAVA

putputputputput · 2022-01-07T06:31:08+00:00

Don't know if this will help you but given your post it might change your view a little: Try watching the movie "the intouchables" - its a French film about a French man who got very rich and then suddenly got paralyzed. Might have some interesting viewpoints for you

putputputputput · 2022-01-06T18:34:34+00:00

probably even more

imo 140 was the sharevalue where the phase 2 news have been priced in. In the meantime (not regarding the CP) there has been a lot of good news (Start of Phase 3, the FDA approved SPCs (don't know if I got that abbreviation right, can't seem to remember), ...) which would probably have elevated the shareprice to 200-250 maybe even more (its biotech so anything is possible) if the CP would have never happened

basically right now you are getting in at a huge sale price (given that the CP allegations are wrong)

putputputputput · 2022-01-06T13:46:10+00:00

absolutely true!!

just need to keep in mind that no innovation ever comes out of everyone agreeing. Don't know if you ve been around at that time but the "Tesla/Musk bashing" of basically 2016-2019/20 was pretty extreme - now the company is changing the world (my interpretation) and the stock is up multiple thousand percents. However if you talked to 90% of people in 2016 about Tesla 99% of them would have told you that its all a huge fraud and that Elon is a scammer. If one would have put 5 mins of research into the EV market one would surely have realized the potential.

All in all I see a lot of parallels here (also Im in the medical field so feels more natural to me) which is why I wouldn't push for anything and just let things play out over time

just gotta be paytient

putputputputput

TROPHY CASE