Jun. 3 at 4:08 PM
$LRMR Fuck. Someone is seriously playing a sick game here.
Certain groups are escaping with undisclosed information?
What is the probability that Blue Owl doesn't know a fact that even those groups know? (Deerfield is restricted)
BTD, more cash, more FDA communication.
Yet the stock price is even more pathetic than November '25?
Just how much did XBI run up?
Fundamentals actually improved.
The risks for LRMR should be exactly the same in November '25 as they are in June '26.
Nope, if anything, the risk is actually getting better.
No matter how much I think about it, the idea that someone is deploying capital based on actual real-world site data rather than public data makes absolutely no sense.
Are they really throwing around more money than Blue Owl?
I just hope this disgusting situation, driven by clueless short sellers and algorithms that don't even bother analyzing public data, ends as soon as possible.
