Sep. 3 at 4:18 AM
$SRPT No emotional attachment to this company. Would gladly short if strong case were presented.
I've encountered very informed longs familiar with historical precedents at the FDA. They correctly predicted continued Elevidys/PMO revenue, an immunosuppressant study & the demise of Prasad.
Many also predicted the extreme potential of the shared
$ARWR pipelinebefore that platform dropped big data & the ticker popped.
In my own modeling the valuation of the company continues to seem extremely cheap factoring actual/material changes since it was trading at
$150+.
Every time I've handed the microphone to a short they've screamed "they kill kids".
I don't know many serious investors who behave like blue-haired woke teens nor can fit their entire investing thesis onto a bumper sticker/protest sign.
So when serious investors behave that way... I sense play-acting, deception, and an army of quick-buck short traders waiting for a signal to drop the facade to go long.
Any shorts with a different thesis?
