Posts
VWAV’s new SkyWeave announcement is seriously interesting
Just saw the new VisionWave Holdings (Nasdaq: VWAV) announcement today about SkyWeave, and this could be one of the company’s most interesting technology developments yet. VisionWave has filed a U.S. provisional patent application covering an AI-orchestrated communication ecosystem designed to provide long-range communications without depending on satellites, cellular networks or …
$VSEE - "Electronic medical records digitized healthcare information. Telehealth expanded access to care. We believe AI-enabled enterprise infrastructure has the potential to help health systems operate more efficiently, while improving the experience for both patients and providers."
$VSEE - "Electronic medical records digitized healthcare information. Telehealth expanded access to care. We believe AI-enabled enterprise infrastructure has the potential to help health systems operate more efficiently, while improving the experience for both patients and providers." https://finance.yahoo.com/healthcare/articles/vsee-health-vision-ai-enabled-130000266.html
Are Insurance Broker Licenses Overvalued?
Since 2025, ZBAO’s core insurance brokerage revenue reached 277 million yuan, representing a 51% year-on-year increase with a gross profit margin of 40.7%. The firm expanded its channel footprint via acquired brokerage licenses yet swung from profit to a net loss of 62.02 million yuan due to heavy spending on …
Spero Theraoeutics deal with Innovent Biologics
Spero spending GSK milestone money to purchase asset from Innovent Biologics? A deal with Innovent Biologics to license rights to a new asset to enter a Phaze 2 FDA trial in US? Fierce Pharma had an article this morning detailing a deal being worked on. [https://www.fiercebiotech.com/biotech/spero-shifts-focus-ii-11b-biobucks-antibody-licensing-deal-innovent-and-105m-raise](https://www.fiercebiotech.com/biotech/spero-shifts-focus-ii-11b-biobucks-antibody-licensing-deal-innovent-and-105m-raise)
Egetis Therapeutics (EGTX) Swedish Biotech micro-cap
Hi, I would like to briefly introduce Egetis Therapeutics, a Swedish biotech company and a candidate for the next catalyst play, and I am curious to hear your opinions on it. I’m honestly surprised that almost nobody has this stock on their radar, and that you generally find so little …
GPUS insiders quietly bought roughly 925,500 common shares in the last 3 months. Is it worth looking into?
I was going through recent GPUS insider transactions and noticed something that may be worth a closer look. Over roughly the last three months, GPUS CEO William Horne, Executive Chairman Milton Ault, and an Ault-controlled entity appear to have purchased approximately **925,500 shares of GPUS Class A common stock through …
The other Lucid (not motors)
Here is my once in a lifetime Pepe Silvia post: Esophageal cancer (EC) is one of the most deadly cancers, and incidence has increased something like 400-600% since 1975 (depending on the study). It can be cured entirely when it's caught early, but it's almost never caught early because nobody …
The Lounge
Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.
SPRO just delayed?
I was expecting SPRO stock to increase after Tebipenem Hbr(Utebzi) approval from FDA. It seemed to be a no-brainer on paper, GSK handles the marketing after approval and pays milestones and royalties to SPRO. I understand that SPRO quit their other two antibiotic programs, but this one can help people …
The market might be starting to re-rate CRDL before the data
One thing I have learned with biotech is that the big move often starts before the actual data, not after. By the time the readout arrives, the market has usually already started sorting the names into buckets: ignored science project, funded late-stage setup, or legitimate strategic asset. CRDL looks like …