Ben Solari @blippd
SaaS builder, bio investor, occasional trader Cambridge, MA Joined May 2009-
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In addition to $ABVX Allostery Capital also had large positions in $CYTK and $IONS as well as $INSM $GOSS $AMLX prior to shutting down last Q Not sure reason for closing up shop, but one thing I know for sure is from a scientific perspective these guys had/have a VERY good eye
In addition to $ABVX Allostery Capital also had large positions in $CYTK and $IONS as well as $INSM $GOSS $AMLX prior to shutting down last Q Not sure reason for closing up shop, but one thing I know for sure is from a scientific perspective these guys had/have a VERY good eye
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Nice insider buy on $GOSS just came through today a/h - still remain quite bullish on PoS and the R/R heading into Ph3 readout in Feb 26
$SRPT $REPL $CAPR longs going to therapy this week
Ok we're off to a good start here... circle back shortly and I'm pretty sure I'll be an expert in Ether treasury co's and mNAV premium rationale $SBET $BMNR
How
Best take on the topic I’ve ever read
With the volume that $SRPT has done the last two days I’ll be very interested to see the Q2 13F filings in July… someone is eventually going to step into this name bigly
Would be hilarious if the $SWTX leaker was dyslexic and the price was actually $74
Banger
Its that kind of day
shocked $FNMAS and other pfds were down ~20% last week, nearly 2x market, as it’s almost completely removed from the tariff impact. Only theory is that longs selling off to buy other assets on sale - not unreasonable, not something I’m interested in doing but creates opportunity
shocked $FNMAS and other pfds were down ~20% last week, nearly 2x market, as it’s almost completely removed from the tariff impact. Only theory is that longs selling off to buy other assets on sale - not unreasonable, not something I’m interested in doing but creates opportunity
$FNMAS $12 to $25 par by the end of 2027 is a 30% CAGR that’s *almost* completely disconnected from the broader market. I’m not sure where else you should park your money that offers a better return / risk profile than that but I am open to suggestions
My response to $IREN CEO on contract negotiations… I’m not expert just my 0.02 on how I see the poker hand at the moment. Worth noting I am bullish on the DC space and have owned IREN and other DC companies multiple times in the past - I think IREN in particular has this…
My response to $IREN CEO on contract negotiations… I’m not expert just my 0.02 on how I see the poker hand at the moment. Worth noting I am bullish on the DC space and have owned IREN and other DC companies multiple times in the past - I think IREN in particular has this…
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