Late, but Top 12 as of Q4 2024:
$NVDA
$AAPL
$TMDX
$CRWD
$CLPT
$MELI
$AMZN
$ASTS
#BTC
$TTD
$COST
$GOOGL
Changes - $MELI flipping $AMZN - I initially sold 1/3 of my $AMZN stake in 2021 to diversify into $MELI. $CLPT roaring back. $ASTS in the top 12. Adding to $TMDX.
@EnronChairman
@Cadillac
Naaah. Living his best life. We should all be so lucky!
He just needs a 20 year old blonde on his arm to tool around with in that Caddy. That would complete the picture.
After crossing $1100, $NVDA is officially my first 50-bagger ever.
I've trimmed along the way & added strategically a couple times, but my original stake and bulk of the position I'm still holding dates to 2016 at $22 in one acct, 2017 and $25 in another. Thank you, Jensen 🙏
Painful to buy something back at $18 that you sold at $3, but I retook a decent-sized position in $ASTS today. May have gotten lucky with the FCC news afterhours 🤞
$TMDX bull case, straight from the Director of UCLA's Heart & Lung Transplant Program.
"There has been one advance in the field of organ transplantation in the past 10 years that may address both these challenges. And that is machine perfusion."
@ruth_hook_
On the upside - $TMDX is helping fix this. Increases the donor pool, greatly expands the potential time & distance for transplant.
Currently approved and being used for heart, liver and lung transplant.
Benjamin S. Bryner, MD, takes us on a flight with the “Heart-in-a-Box” technology. He discusses how it allows for more hearts to be donated and what this means for patients awaiting a heart transplant.
$INMD Jeffries Conf. - CEO Moshe Mizrahy:
-Incredible growth story - 2016 1st yr. $INMD FDA approved & commercialized in US = $23M revenue. This year we will reach $450-455M. 85% GM, 50% net profit. Currently have half a billion in $ and "looking for an acquisition right now."
$TMDX Spiffy Pop AH - original stake/cost basis goes back to $13 in 2020.
Have trimmed & added at various points along the way - mostly long for the long haul, though!
#spiffypop
Top 12 going into Q2 2024:
$NVDA (since 2016) flipped $AAPL (2004) as my largest holding. $CELH from
#12
to
#9
. $INMD falling out of top 12,
#BTC
in at
#10
. Crypto as a position overall at
#6
.
$NVDA
$AAPL
$SWAV
$CRWD
$TMDX
$AMZN
$MELI
$CLPT
$CELH
#BTC
$STAA
$COST
off the cuff reaction to TDMX (not close).
Fine, you convinced me to pay SW multiples for a ice box that stores organs
Wait, you also need to own private jets because there's not enough IP in your ice box to do what you need to do fill your contracts?
Fuck off
So, yeah, about that recession...
$INMD w/ yet another beat & raise
-Q2 rev $135.7M-$135.9M
-Non-GAAP Q2 EPS $0.70-$0.71
-2023 rev $530M-$540M, increased from previous guidance of $525M-$530M
-Non-GAAP Q2 gross margin from 83%-85%
Full results coming on EC PM 7/27/23
Sold these $NVDA shares today to
lock some profit - from $140 in 2022 to $774 today. Even if it goes to $1000 from here, I'll sleep better at night.
Letting my original positions from 2016-2017 ride.
Added to $NVDA and $GOOGL positions on the open today after several red days in a row. Think this China $NVDA news is overdone.
First time I've added to $NVDA since $22 in 2016 - worked out then, hoping it will now as well! 🤞
Cool that one company can move the needle like this
$TMDX
"We are humbled & excited that use of OCS & our NOP program were primary drivers in ⬆️ natl. heart & liver txplt. vols. by 12% in 2023. This double-digit growth in txplt. vols. has not been witnessed in several years."
Now 17 $TMDX planes and counting.
Talk on the conference call earlier of doubling their pilot head count over the last quarter and possibly of staffing some planes on a double shift so they can be active for more than 12 hours a day if needed.
$TMDX Canaccord presentation link - CFO Gordon/CCO Khayal spitting fire 🔥
Just one nugget from CCO re: the exponential growth of their NOP service program from 0% now to 98% of cases utilizing NOP across all 3 organs now:
$CLPT moved from my
#10
to my
#5
position (and pretty close to knocking out $CRWD for
#4
) in just under a year.
Heavy adds in $4's helped, but the company executing as promised and keeping cash burn/dilution to a minimum helped most of all. Still a ton of potential from here.
Earlier tweet about plane is doing #'s. $TMDX has more eyes on it now - no wonder as it's now up over 450% in 5 years, people finally catching on!
If you're curious about the company, there are posts back to 2020 if you search my handle & $TMDX - filter by Latest. Here's one?
$TMDX bull case, straight from the Director of UCLA's Heart & Lung Transplant Program.
"There has been one advance in the field of organ transplantation in the past 10 years that may address both these challenges. And that is machine perfusion."
@TheDividendDog
It's not even just that $CELH is the leader in the the Energy Drink category. The variety 12-pack is the
#1
item in the $AMZN Grocery and Gourmet Food category overall 🔥
Summary of analyst asking $INMD CEO about cash now over 40% of MC, considerations re: possible buyback:
"We thought about it, from our prev experience w/ $100M buyback did not move stock - one of our competitors Hydrofacial did $100M buyback, stock went from $6 to $4...." 1/2
After saying for 2 years they were fundamentally opposed to a buyback - $INMD finally announces a buyback of around $142M, 8.37M sh.
Q1 rev down 24% YoY, Moshe out as Chairman but staying on as CEO.
Market response: "Meh."
Wonder what that buyback would have done a yr ago?
Rylae-Ann's progress has been amazing to watch - $PTCT and $CLPT literally performing miracles here, curing a rare genetic disorder (AADC deficiency) with gene therapy delivered directly to the brain.
More on her family/story at
@edu4rare
as well.
Rylae-Ann Poulin was among the first to receive gene therapy directly to her brain to treat a rare genetic disease, an approach scientists say holds promise for treating a host of brain disorders.
Reporting by
@laura_ungar
and video by
@shelby_lum
:
Response from $TMDX to Rep. Gosar's accusations - I'm not sure if it's possible for this guy to look more dour - but if so, he probably does right about now?
Today was the day...
Been waiting for this. Have owned $AAPL since 2004, through 3 splits (2:1, 7:1, 4:1), the release of the original iPhone & years of FUD. It has always been my largest position, without fail.
$NVDA (held in 2 accts, since 2016) just flipped it today. 🤯
$TMDX OCS
"We've embraced machine perfusion technology at Mayo Clinic. This approach allows us to do combined heart/liver transplant cases that historically many centers were hesitant to do. Multiorgan transplants are a technically complex surgery & Mayo Clinic excels at this."
Now that's what we call a mini ICU for a Liver.... It's not just Dynamic organ preservation. It's Organ Resuscitation.
Machine perfusion is the next milestone in the Field of Transplantation.
I don't understand the logic of this one when $INMD has $675M on the balance sheet. Buybacks aren't just to temporarily prop price up, they reduce the float/increase EPS. M&A can be dicey at best, and finding a synergistic target with 84%+ GMs is a needle in a haystack.
Top 12 going into 2024.
No changes in my top 5. End of this year looking a lot better than last. Still adding to winners on weakness.
Crypto as a position now back on the list -
#9
if we're counting?
$AAPL
$NVDA
$SWAV
$CRWD
$TMDX
$MELI
$AMZN
$CLPT
$STAA
$INMD
$COST
$CELH
Now 17 $TMDX planes and counting.
Talk on the conference call earlier of doubling their pilot head count over the last quarter and possibly of staffing some planes on a double shift so they can be active for more than 12 hours a day if needed.
Top 12 going into Q3 2024:
$NVDA still at
#1
despite trims, that & $AAPL combined make up 45% of my portfolio. $TMDX to
#3
after cashing out $SWAV. $STAA bottom buys ⬆️ >50%, moving from
#10
to 7.
$NVDA
$AAPL
$TMDX
$CRWD
$AMZN
$MELI
$STAA
$CLPT
$CELH
$GOOGL
$COST
#BTC
@JonahLupton
Long $TMDX for about 6 mos. - glad folks are finally catching on! Here’s a primer from early on that outlines what they are doing and how it differs from the current standard of care in organ transplant. Helpful even for folks w/o a med background 👍
Congratulations Michelle on your 10-year heart transplant anniversary❤️ Michelle was the world’s first DCD heart transplant patient, an operation that utilised revolutionary 'Heart in a Box' technology by the Institute's Prof Peter MacDonald and his team:
Looking back at adds/new positions from last Fall into Spring - all made while being told repeatedly it was foolish to "buy the dip" or "catch falling knives" 🤷♂️
$NVDA $140 $MELI $850 $LNTH $55 $INMD $29 $STAA $49 $SWAV $183 $AXON $175 $TMDX $37 $CLPT $8 $DMTK $1.83 BTC $18K
Tailored to a medical readership, but well worth it for those who want a deep view into $TMDX. Most extensive overview on EVMP (ex-vivo machine perfusion) I've seen yet - highlights competitive landscape for various organs & cutting-edge uses for EVMP I'd never even considered.
Enjoy the reading of the new paper of the collection on
#graftpreservation
from Frontiers | Pushing the boundaries of innovation: the potential of ex vivo organ perfusion from an interdisciplinary point of view
Good time to round trip this one?
Not intended to boast - conviction plays require exactly that, though. The market tanked the stock for the very decision that is allowing them to fire on all cylinders right now. ✈️🫀🫁🔥
$TMDX
$TMDX Kidney, once developed and approved, can help fix this problem.
Anyone know what the latest guess on timeframe for that is? 2025? I don't see it mentioned on their latest investor deck, although it has been a long-range goal in the past.
8300 discarded kidneys yearly. A new company called 34 Lives (Named after the 34 people that die yearly on the waitlist) puts discarded kidneys on perfusion pumps and “rehabs the kidney” and they are getting them into patients. Amazing.
#NKFClinicals
KB
$INMD 20F is out, they report insider buys differently as they are an Israel-based co.
At a glance, CEO bought back shares he had previously sold but in a small/nominal amount. Ownership by CEO/directors up just over 1%. Good, but was hoping for more. 2023 on L, 2022 on R.
$CLPT with a strong close at $6.50, up 60% from the nadir of $4.05 less than a month ago. 💪
I averaged down and added 25% to my position at $4.24. Holding since 2020 and in for the long haul.
We train top colleagues from Switzerland in IKEM. 4 doctors from hospitals in Zurich and Bern are learning how to use the TransMedics, which allows the transport of beating hearts over longer distances.
@Transmedics
@ikemcz
Article from last year, but a good one in regards to chronicling how far $AAPL has come - from a stock that trades “like a steel mill going out of business” (Marc Andreessen in 2016 when $AAPL’s P/E was 10) to the market darling of today
An investment thesis: Botox & fillers = big 💼 & 💸
High margins, cash pay, massive growth from Americans who have an insatiable appetite to look better
$59 billion in 2021 ➡️ $150 billion in 2030 (11% annual growth rate)
A 🧵 about vanity & what's to come
"Expanding $CLPT's portfolio beyond the MRI into the OR is of key strategic significance...This product is the first in $CLPT history that does not require the use of MRI during the procedure, allowing us to access more hospitals & to support an order of magnitude more patients."
"Adoption of this innovation will grow rapidly w/ the expanding use of intraparenchymal gene therapy & can be applied to future trials & related clinical care. Specifically, this can enhance safety, understanding of distribution parameters & insights into efficacy"
$CLPT 🧠
$CLPT money shot:
“We have a large portfolio of active & soon-to-be active, 1st-in-human gene trials of direct infusion for gene therapy & treatment of Parkinson’s, Alzheimer’s & Huntington’s diseases as well as AADC deficiency & multiple system atrophy”
@UrInsideMan
And yes, I understand your hesitation as this may still be far afield.
It's a bet on $CLPT succeeding as a neurosurgical platform, which is still early. We're likely still on the blade.
But every time we get news like this ($QURE & HD) we get closer to the inflection point.
Did my best to bottom-tick $CLPT today w/ a small $15.25 add on a 7.5% dip for no reason other than just the market on the whole bleeding red!
Nothing about their story has changed for me after the Q3 call - if anything, more pieces to the puzzle have begun to fall into place.
Doesn't get as much play as it should - huge incentive for surgeons/transplant teams to use $TMDX OCS
"Importantly, NMP also appeared to shift peak caseloads from nighttime to daytime, which may have significant effects on quality of life for the entire liver transplant team."
Journal of the American College of Surgeons (JACS)
Normothermic machine perfusion preservation before liver transplant has significant benefits for both patients and providers, demonstrating an opportunity to expand the donor pool for recipients in need.
TransMedics is not mentioned by name here - but $TMDX OCS and OrganOx's Metra are the only two FDA-approved NMP liver devices, and Duke has been an early adopter/NOP hub for a while now...
A multi-site study shows normothermic machine perfusion is safe and effective in liver transplants, with better outcomes for higher risk donors.
@DukeSurgery
transplant surgeon
@drewbarbz
, MD, performed the study’s liver perfusions.
Read more:
Bittersweet. Would have preferred $SWAV continue to go it their own way, but at $335 this one will be a 7-bagger from my initial stake/purchase at $46 back in 2020 - have added and trimmed also along the way.
In that case, I'll take it 🤝
Tomorrow is $ASTS/SpaceX launch day!
“Whether in the most remote location, on rural farmland or in the midst of a crisis or natural disaster, people will remain connected no matter what—without having to invest in expensive, specialized hardware"
$TMDX at
#ISHLT2024
4/11 - brief talks, schedule below. Interested to see a push to ⬆️ lung utilization as that is the lowest-vol. segment, along w/ new data re: cardioprotective effects in shorter 4-6h cases. Waleed has hinted they may also talk about $ of OCS vs. NRP?
If you’re a $CLPT bull, you owe it to yourself to read this one - honestly, the same if you are a parent or have an empathetic bone in your body. Amazing.
One step closer to $SWAV acquisition closing - I'm officially out after 4 years at $334 and change, 141% gain overall, 626% on my initial stake at $46 🫡
Would have been more still had it not been for the buyout, but c'est la vie - a win is a win.
Today we announced positive interim data demonstrating slowing of disease progression in our ongoing Ph. I/II clinical trials of
#genetherapy
AMT-130 in
#huntingtonsdisease
.
In February 2023, our partnership began with
@transmedics
, to provide normothermic machine perfusion for liver allograft preservation. Yesterday we did our 100th case. No better demonstration of
@BIDMChealth
commitment to do the best for their patients no matter the cost.
#liver
Response from $TMDX to Rep. Gosar's accusations - I'm not sure if it's possible for this guy to look more dour - but if so, he probably does right about now?
$INMD up 10% premarket on prelim early Q2 results and raising guidance for the full year - full earnings to come 7/28/22. Demand not slowing so far, recession or no!
"𝗧𝗵𝗲 𝗸𝗲𝘆 𝗶𝘀 𝘁𝗼 𝗿𝘂𝗻 𝘁𝗵𝗲 𝗽𝗹𝗮𝗻𝗲𝘀 𝗮𝘀 𝗺𝘂𝗰𝗵 𝗮𝘀 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲"
$TMDX CFO at Canaccord Genuity conference today. They want to hire enough pilots, double-shift planes, have a central maintenance hub to make this possible = ⬆️ service margins in turn.
Now 17 $TMDX planes and counting.
Talk on the conference call earlier of doubling their pilot head count over the last quarter and possibly of staffing some planes on a double shift so they can be active for more than 12 hours a day if needed.
TransMedics, XVIVO, Paragonix all attempting to set up transportation/logistics networks now - $TMDX was unjustly punished early on for what is already appearing to be a strategic move in hindsight