BullishDoctor @NeuroStockDoc
MD. Neurologist. Journaling investing journey. Micro through Large Caps. Joined August 2015-
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@Prof_Dollar @ripper1399 That’s all well and good but I think it’s fair to suggest that loosely, $CLPT may be to $QURE and others what $NVDA is to hyperscalers. When your high margin business must flow through a certain tech stack, you give up a big chunk of that margin to the tech and you do so happily.
$clpt Heck of a couple weeks here guys, some people don’t ever get these type of runs in a lifetime so truly take some time and be grateful. I tip my hat to Joe and the clearpoint team, they did all the hard work, we just got on the ride, did the work and held on during the tough…
Revisiting my original high level thesis from 2021. What I've gotten wrong - they are laser focused (no pun intended) on gene therapy. The rest of the biz is to feed gene therapy. But I think the potential for growth is the same magnitude as I thought in 2021.
Revisiting my original high level thesis from 2021. What I've gotten wrong - they are laser focused (no pun intended) on gene therapy. The rest of the biz is to feed gene therapy. But I think the potential for growth is the same magnitude as I thought in 2021.
Agreed. So hard to hold while everything else goes up. You feel like an idiot for a long time. People who find and hold multibaggers didn’t just “get lucky”. They either forgot their account password or had the guts to stick through the drawdowns.
Agreed. So hard to hold while everything else goes up. You feel like an idiot for a long time. People who find and hold multibaggers didn’t just “get lucky”. They either forgot their account password or had the guts to stick through the drawdowns.
The more I read about $CLPT and its role in the neurological field, the more conviction I gain in the thesis. The numbers don't show it yet, but a $600M market cap doesn't come close to reflecting the company's real-world impact. NFA.
$CLPT And then they begin to test failed drugs that had toxicity issues that are avoided with precision, minute deliveries. Blood-brain barrier overcome. @NeuroStockDoc
$CLPT And then they begin to test failed drugs that had toxicity issues that are avoided with precision, minute deliveries. Blood-brain barrier overcome. @NeuroStockDoc
👇 👍
A major difference is toxicity. $SRPT’s gene therapy is given systemically at high doses which is high risk for adverse reactions. $QURE is given locally to the brain using $CLPT tech at much smaller doses which gives it much lower risk for severe systemic reactions
A major difference is toxicity. $SRPT’s gene therapy is given systemically at high doses which is high risk for adverse reactions. $QURE is given locally to the brain using $CLPT tech at much smaller doses which gives it much lower risk for severe systemic reactions
At the beginning of the year, we laid out the thesis for $QURE, the ONLY pre-approval Biotech company discussed in Shrubstack. The thesis was triggered because they relied on $NVDA chips, OpenAI LLMs, Quantum Computers & Softbank backing...just kidding! Our thesis relied on…
$CLPT CONGRATS all of you crazy sum bitches
$clpt $qure What people truly don’t realize is what will happen next. A truly big player will either buy out uniqure or do some big partnership deal, this will get all the other programs that clearpoint is working with them on to get big money spent on speeding along those…
Anyone not familiar with how $QURE injected the gene therapy go to clearpointneuro.com and check out the investor slide to find out what other programs are using their tech and what those TAMs may be. $CLPT
Anyone not familiar with how $QURE injected the gene therapy go to clearpointneuro.com and check out the investor slide to find out what other programs are using their tech and what those TAMs may be. $CLPT
These will need to be revised after today. Congrats to shareholders and the HD community. $CLPT $QURE Still Day 1.
These will need to be revised after today. Congrats to shareholders and the HD community. $CLPT $QURE Still Day 1.
I got long $CLPT before I had a daughter with a rare disease. The news from $QURE this morning is more impactful to me from the side of the patients vs the monetary gains. Thousands of families will wake up to hope for the first time in their lives. Amazing news!
This is likely to be the second approval. Real question in my mind: what’s the future N?
This is likely to be the second approval. Real question in my mind: what’s the future N?
$CLPT 1 approval and a 95% chance of AMT-130 being approved in 2026 (Combo Gene Therapy/ Device) in Neuro indications. That is unreal! $QURE $PTCT biggercapital.com/blog-posts/cle…
Infinity dollars
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