LoRezTrader | loreztrader.eth @LoRezTrader Twitter profile | Pikagi

Pikagi

LoRezTrader | loreztrader.eth

@LoRezTrader

2,040

Followers

429

Following

1,205

Media

10,554

Statuses

LT B&H investor taking occasional swings. Focus on disruptive, transformational bets w/ potential to 5-10x+. Med/biotech, SaaS, e-comm, space, crypto/web 3.0

Joined June 2020

Don't wanna be here? Send us removal request.

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 days

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

@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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

4 months

$TMDX is up to 16 planes now. This is a week in the life of just one of them.

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@BillyM2k @carlquintanilla @OphirGottlieb May want to look at the scales on those two graphs, rather than just the colors alone?

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@LoRezTrader

LoRezTrader | loreztrader.eth

5 months

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 🙏

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@LoRezTrader

LoRezTrader | loreztrader.eth

4 months

Math is hard. $CELH

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@Crussian17

HeadofMicroCapital🇺🇦

4 months

Celsius is on a 50% sale at Costco right now…

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

@SquawkCNBC @jimcramer 'Dis u?

@wallstmemes

Wall Street Memes

2 years

2 months ago Jim Cramer called for a 40% eth gain (when it was trading around $3,000)

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

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 🤞

@LoRezTrader

LoRezTrader | loreztrader.eth

5 months

Watching this $ASTS comeback arc is wild...

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

$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."

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The Miracle of Organ Donation — and a Breakthrough for the Future |...

Organ transplants save lives, but they come with challenges: every minute a healthy donated organ is on ice increases risk. And even if things go perfectly, ...

www.youtube.com

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@chadsgx I see what you did there… 🤣

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

@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.

@NMCardioVasc

NM Cardiovascular

2 years

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

$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."

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@rootslashbin

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

Waiting for $NVDA earnings like...

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

$CLPT & Blackrock - I am running out of “brain exploding” emojis at the rate these stories are coming out 🤯

@BlackrockNeuro_

Blackrock Neurotech

@BlackrockNeuro_

3 years

Blackrock Neurotech's new BCI converts thoughts of handwriting into text. From @PsychToday : . #BlackrockNeuro #BCI #neurotech #medtech

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

$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

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@LoRezTrader

LoRezTrader | loreztrader.eth

7 months

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 months

This stirred up a lot of controversy at the time - $TMDX has doubled since ($85 to $170+)

@dalibali2

dalibali

7 months

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@JulianKlymochko @CryptoMories are the next blue chip. Don’t sleep!

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

Like clockwork... 🕰️ $TMDX Oppenheimer raises PT to $200 Canaccord raises PT - $169 from $117 JP Morgan raises PT - $173 from $127 Piper raises PT - $180 from $170

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

All time highs and blue skies for $TMDX 🙌 Eager to hear what comes up on the call - will listen later tonight.

@StockSavvyShay

Shay Boloor

@StockSavvyShay

6 months

$TMDX absolutely crushed their earnings!! • Sales $97M vs Est. $84M • FY Sales $395M vs Est. $365M • 62% Gross Margins Stock broke $100 🤩

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

If $TMDX ends up retiring me early, I won't tell anyone - but there will be signs... (Dance at the end is worth it)

@shannonsharpeee

Shannonnn sharpes Burner (PARODY Account)

@shannonsharpeee

3 months

“El goodo” 😂😂😂😂

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@LoRezTrader

LoRezTrader | loreztrader.eth

1 year

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

8 months

Tell 'em, Leroy... $INMD

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@LoRezTrader

LoRezTrader | loreztrader.eth

8 months

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.

@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

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! 🤞

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@NathanCRoth @EtherealApes Zoom in for the detail - this one is called Technicolor 🔥

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@LoRezTrader

LoRezTrader | loreztrader.eth

8 months

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."

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

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.

@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

@villesallinen @Paulo_MartinsMD $TMDX Aviation is running 14 of these small jets regularly across the U.S. ferrying organs back and forth.

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

$TMDX right out of the gate 🙌

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 months

$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:

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

Any $TMDX bulls still left on here to celebrate with? Or is just @GridironEq and myself these days??? 🤣

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 months

$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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

4 months

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?

@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

$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."

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@LoRezTrader

LoRezTrader | loreztrader.eth

9 months

@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 🔥

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@LoRezTrader

LoRezTrader | loreztrader.eth

1 year

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

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?

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

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.

@AP

The Associated Press

2 years

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 :

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 months

Remember this guy? $TMDX up 118% since, $77 to $168

@LoRezTrader

LoRezTrader | loreztrader.eth

8 months

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?

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@LoRezTrader

LoRezTrader | loreztrader.eth

8 months

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. 🤯

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@LoRezTrader

LoRezTrader | loreztrader.eth

7 months

$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."

@MayoTransplant

Mayo Clinic Transplant

@MayoTransplant

7 months

Using normothermic machine perfusion in combined cardiac and #livertransplantation procedures saves more lives. Learn more about this new technology. @KrisCroome #HeartTransplant

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

@MujeebZubair Here's the view from the robot

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

$TMDX organ transplant/retrieval surgeon talking here 👀

@yeshikims

Yashavanth Kumar MS, DNB, Flw HPB/LT(King's/Leeds)

3 months

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

@WatcherGuru

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@HonestInvesting Too easy. 🍎 My #2 ($NVDA) would have been a lot harder!

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@LoRezTrader

LoRezTrader | loreztrader.eth

1 year

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

9 months

Any Misfits fans that walk among us? Props to @spacecadetzy for this one - a perfect match 🙏 #FaMorie @the_mories

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@LoRezTrader

LoRezTrader | loreztrader.eth

10 months

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

1 month

$TMDX has purchased their 18th plane now, per recent SEC filings - goal of approximately 20 by year end according to CEO on the Q2 call.

@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

4 months

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@EtherealApes Pickup from the first Ascension - will always be a special one for that reason

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

@growing_daniel @SpecialSitsNews This guy was a real one 💪

@DudespostingWs

Dudes Posting Their W’s

@DudespostingWs

2 years

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

Picked up new follows after the $CLPT Spaces - so I wanted to pay it forward. Several folks who post good info on the ticker below: @NeuroStockDoc @hiddensmallcaps @SRQForever @maxwellhouse99 @john_weinhold @DakotasTwits @bjornng @ChaiWallace @JonahLupton @CLPTinsider

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@LoRezTrader

LoRezTrader | loreztrader.eth

4 years

@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 👍

VUMC testing new system to keep donor hearts viable longer

For decades the miracle of organ donation has relied on an ice cooler. Until now.

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

$TMDX OCS and DCD heart 10 years in and still beating strong 🫀💪

@VictorChangInst

Victor Chang Cardiac Research Institute

@VictorChangInst

3 months

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:

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

1 year

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.

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@CAmarelli74

Cristiano Amarelli

1 year

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

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

@LoRezTrader

LoRezTrader | loreztrader.eth

9 months

$TMDX Aviation - take a look at that last slide of flights since Sept. 2023 and tell me again that buying a fleet of planes was a bad idea?

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@LoRezTrader

LoRezTrader | loreztrader.eth

5 months

$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.

@Neph_Times

Nephrology Times

5 months

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

7 months

Adding on a little $TMDX and $MELI here

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

For the visual learners 👀

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

$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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

8 months

$CELH intern right about now...

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@LoRezTrader

LoRezTrader | loreztrader.eth

1 year

@jaye_weston Transmedics OCS, I presume?

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@LoRezTrader

LoRezTrader | loreztrader.eth

11 months

$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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

5 months

Gradually going global... 🌎🫀 $TMDX

@IkemResearch

IKEM Research

5 months

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

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

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Apple's $2 trillion value is proof that Tim Cook's services plan worked

Investors have started seeing Apple's business less like other hardware makers and more like a software company, as indicated by Apple's quickly rising P-E ratio, which is now over 33.

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

Those $16 $CLPT shares just two weeks ago sure were nice while they lasted 🤑

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

@stocktalkweekly @elonmusk

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

Thanks to @ToyMories for creating a 3D Genesis version of my PFP! Super stoked to have this one now to rock alongside the original. SidMorie Vicious approves! 👊🤘 #NewProfilePic #CryptoMories #FaMorie

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

Long $INMD

@bentigg

Ben Tiggelaar 🟠

2 years

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@ohJuliatweets For anyone who actually gives a shit and wants to understand…

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 months

Fewer wasted livers, better overall & graft survival, lower recipient mortality using NMP $TMDX #OCS

@KenjiOkumura_MD

Kenji Okumura

@KenjiOkumura_MD

2 months

Normothermic Machine Perfusion Is Associated With... : Transplantation Direct

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@LoRezTrader

LoRezTrader | loreztrader.eth

8 months

$CLPT

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@LoRezTrader

LoRezTrader | loreztrader.eth

9 months

"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."

@maxwellhouse99

Maxwell House

@maxwellhouse99

9 months

$CLPT ClearPoint Neuro Announces FDA Clearance for SmartFrame OR™ Stereotactic System

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@LoRezTrader

LoRezTrader | loreztrader.eth

9 months

$TMDX Aviation - take a look at that last slide of flights since Sept. 2023 and tell me again that buying a fleet of planes was a bad idea?

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

@jasonstrimpel @BrianFeroldi Only caveat - if you do, it must henceforth be called a "snackle box" 🤣

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@LoRezTrader

LoRezTrader | loreztrader.eth

9 months

"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 🧠

@OSUGeneTherapy

Gene Therapy Institute at Ohio State University

@OSUGeneTherapy

9 months

A #OSUCOM press release featuring a recent publication from @asadsakhter @TNeuroSci_Lab @RussellLonser . Ohio State is pioneering real-time magnetic resonance imaging during nervous system #genetherapy , optimizing treatment for neurodegenerative disorders:

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@LoRezTrader

LoRezTrader | loreztrader.eth

7 months

"It was an 8 1/2 hour brain surgery that changed her life - that was the day our daughter was reborn." All the feels...🥹 $CLPT $PTCT

@OSUGeneTherapy

Gene Therapy Institute at Ohio State University

@OSUGeneTherapy

7 months

How #genetherapy changed everything for child born with AADC deficiency 🧬 @TNeuroSci_Lab @RussellLonser @NeurosurgeryOSU

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

$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”

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@LoRezTrader

LoRezTrader | loreztrader.eth

9 months

$CLPT partner - 1 of about 50+ different entities they are working with. Optionality is key.

@AppleHelix

Jing Liang 🇺🇦

9 months

When you have a really good therapy, you don't need statistics to know it works.

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

Are we finally at the inflection point? $CLPT

@LoRezTrader

LoRezTrader | loreztrader.eth

4 months

@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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

From the latest $DMTK investor deck - nice to see a plan being put into action. Now, we wait…

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

$DMTK rollout is starting 👀

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@FutbolCards @CryptoMories Same energy. #CryptoMories #mories

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

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."

@acsJACS

Journal of the American College of Surgeons (JACS)

6 months

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

7 months

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...

@DukeHealth

Duke Health

7 months

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:

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@LoRezTrader

LoRezTrader | loreztrader.eth

7 months

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 🤝

@BrandonVanZee

Brandon Van Zee

7 months

$JNJ to buy $SWAV for $335/sh

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

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"

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@LoRezTrader

LoRezTrader | loreztrader.eth

5 months

It's only run higher since. $TMDX up a cool 45% after that last power earnings gap - from $94 to $136 and holding gains.

@StockSavvyShay

Shay Boloor

@StockSavvyShay

6 months

$TMDX absolutely crushed their earnings!! • Sales $97M vs Est. $84M • FY Sales $395M vs Est. $365M • 62% Gross Margins Stock broke $100 🤩

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@LoRezTrader

LoRezTrader | loreztrader.eth

7 months

$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?

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

5 months

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.

@jfineman

Josh Fineman

5 months

$SWAV $JNJ Shockwave Medical gains after HSR waiting period for sale to J&J expires

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@LoRezTrader

LoRezTrader | loreztrader.eth

4 months

$CLPT at work. 🧬🧠 "Patients receiving high-dose AMT-130 showed 80% slowing of disease progression...at 24 months compared to a propensity score-weighted external control"

uniQure Announces Positive Interim Data Update Demonstrating Slowing of Disease Progression in...

The Investor Relations website contains information about uniqure BV's business for stockholders, potential investors, and financial analysts.

uniqure.gcs-web.com

@uniQure_NV

uniQure

4 months

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 .

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@LoRezTrader

LoRezTrader | loreztrader.eth

6 months

Beth Israel Deaconess Med Ctr. in Boston, MA $TMDX #OCS

@BIDMCTransplant

BIDMCTransplant

@BIDMCTransplant

6 months

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

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@LoRezTrader

LoRezTrader | loreztrader.eth

8 months

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?

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

$INMD coming in w/ preannounced Q1 #'s and a beat/beat - just like clockwork ⏰

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InMode stock gains on anticipating Q1 earnings above consensus

InMode (INMD) announced on Wednesday its preliminary Q1 results.The company expects Q1 revenue in the range of $105.7M to $105.9M vs

seekingalpha.com

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 years

$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!

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@LoRezTrader

LoRezTrader | loreztrader.eth

4 months

You cannot put a dollar value on this.

@DesertDweller93

DesertDweller

@DesertDweller93

4 months

How cool is it to be invested in a company like $QURE where they have this impact on a patient and their family? From today's call transcript:

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@LoRezTrader

LoRezTrader | loreztrader.eth

2 months

"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.

@LoRezTrader

LoRezTrader | loreztrader.eth

3 months

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.

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@LoRezTrader

LoRezTrader | loreztrader.eth

11 months

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

@ParagonixSherpa

Paragonix Technologies

@ParagonixSherpa

11 months

We're proud to announce the launch of our comprehensive network of donor organ procurement, preservation, and transportation services.

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@LoRezTrader

LoRezTrader | loreztrader.eth

3 years

@BahamaBen9 @BackpackerFI OK, Ben. That requires some explanation? You can’t just casually toss Turkmenistan out there and walk away 🤣

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