Sep. 1 at 1:36 PM
$TNYA just crossed 1,000,000 shares tnya. added 36,603 today at .70 to round it out. avg cost .9332, roughly
$933K deployed. 25% underwater and not flinching.
why the round number matters. this is the position size where you stop trading and start owning. 1m shares is .446% of shares outstanding which puts me in a different bucket than a swing trader. im long the science, long the founders, long the runway story getting resolved by q4. if any one of tn-201 tn-401 tn-101 tn-301 works, this position pays for itself many times over. if the whole platform works, piper’s
$40 pt starts looking conservative.
catalyst window still open. aha nov 6 to 9 with srivastava opening re.cvs.03 friday morning on cardiac reprogramming, byrne on mypeak-1 saturday morning, adler on the pkp2 pipeline same slot. three days three angles. before that, q3 earnings and cash runway update. srivastava on the board and chairing the sab. column group 23% and just added 35m shares at .70 in march. millennium crossed 5% in august. the institutional stack is quietly building.
the tape has been building a base .67 to .70 for four straight days. every walk down absorbed. mm supply thinning. this isnt distribution, this is accumulation into a catalyst window with a runway story that gets resolved either way.
im holding this to the other side of nasdaq compliance and through the aha week catalyst stack. if it works im not selling early. if it breaks the thesis fires and i exit. no middle ground.
HODL. nfa #biovic
