Jul. 10 at 8:40 PM
$CMPX
1. ORR - won
2. PFS - Won
3. OS - headlines says missed. There is no concrete evidence of win or loss especially if you debate before vs after cross over. Its simply confounded that might require confirmatory trial maybe
4. Thry have fortress of cash to run operations to 2028
5. Shorts have doubled down their positions because of headlines to 37 million shares shorted - over 25% of float.
6. I am more bulish on this one.
I'll wait for Aug to see what institutional ownership looks like, whether they exited or added
$GRI i am bearish on this one. Thry have under
$10 million in hand, burning quick, about to start expensive phase 2b. An overhang dilution is there
$IMVT i am bulish on this one. They are in revenue generating phase
$SRPT they have foutress of cash but early phase and high burn rate. Only trading intraday
$NVTS they have 36 months of runway cash in hand, they diluted more but at higher price.
