Omnem Movere Lapidem. Sports entrepreneur. Hockey is life!
Joined April 2009
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Roman Levandovsky ๐บ๐ฆ ๐ฎ๐ฑ retweeted
First off, this is an incredible day for HD patients and families. A generational, devastating, slow-bleed disease with no disease-modifying therapy now has the first ever GT in sight in the US. The rollercoaster has been real, the wait has been brutal, and todayโs FDA re-alignment is long overdue. These families deserve this. Iโm genuinely happy for every one of them.
From a capital markets perspective, $qure is incredibly undervalued at current levels.
The 3-year data that was always sufficient is now formally accepted as BLA-grade. No sham surgery โ standard-of-care confirmatory control instead. RMAT added to Breakthrough and Fast Track. UK MHRA MAA filing Q3 2026, with the brand new MHRA-FDA liaison programme announced yesterday providing direct transatlantic alignment. Gulf states real. AMT-260 readout Friday now worth more from a platform validation standpoint. And Sungโs recent public comments about his patient cohort suggest the 4-year data will be compelling.
Sell side will take time to update models and they need to answer โwhat is the US worth, what is the UK worth, what does early label access look like.โ
But at $81 with Prasad at CBER, no MHRA movement, and none of todayโs catalysts, the market found fair value.
Todayโs setup is materially stronger on every dimension. The models will catch up.
The compounder awakes.
$qure
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When you want to win, you sign surrender documents in Versailles
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1919 vibes.
U.S. President Donald Trump has signed the MoU ending Iran war at Versailles Palace in France.
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Trump is so dumb.
Unreal: the symbolism of Trump signing a surrender agreement at Versailles in which the US agrees to pay massive reparations is just too perfect.
I wouldn't be surprised if Macron weaponized Trump's complete ignorance of history and told him something like: "Mr. President, Versailles is where the most consequential deal of the 20th century was signed. Yours deserves the same stage."
Either that or Macron stumbled into the perfect historical parallel through sheer obliviousness - which, knowing him, is actually even more likely.
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The reflecting pool is reflecting.
24 Nov 2013
What a rotten deal we made with Iran. We get nothing (except laughter at our stupidity). They get everything, including delay and big cash!
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Israel will love 8 and 9 no doubt.
BREAKING: The White House has released the full text of the US-Iran MOU, which confirms full US capitulation to Iranian demands. Iran's top negotiator and Parliament Speaker Ghalibaf in a new interview called this final MOU the ultimate "America's failure."
The 14 key points:
1. Permanent termination of war on all fronts including Lebanon, with US and Iran committing to never initiate military operations against each other and to protect Lebanese sovereignty
2. At least $300 billion in reconstruction and economic development funds for Iran from the US and regional partners
3. Permanent termination of all sanctions including UN Security Council resolutions, IAEA Board resolutions, and all unilateral US primary and secondary sanctions
4. Full release of all Iran's frozen funds and assets, up to $100 billion total, with the Central Bank of Iran designating beneficiaries
5. Iranian sovereign administration over the Strait of Hormuz with only a 60-day free passage waiver, after which Iran begins collecting transit fees from every commercial ship
6. Full removal of US naval blockade within 30 days and withdrawal of all US forces from all US bases around Iran within 30 days after the final deal
7. Iran retains its full enrichment infrastructure with only existing stockpiled material to be down-blended on-site under IAEA supervision, with no new concessions on its existing NPT commitment
8. Iran's missile program and support for Resistance groups are explicitly removed from final deal negotiation scope
9. Mutual recognition of sovereignty and non-interference in internal affairs, formally legitimizing the Iranian regime
10. US commits to no new sanctions and no additional forces in the region while Iran maintains its current nuclear program status quo
11. Immediate US Treasury waivers for Iranian crude oil, petroleum products, and all banking, insurance, and transportation services
12. Friday's signing will trigger a 60-day final deal negotiation period, extendable by mutual consent
13. Joint executive mechanism to monitor implementation and final deal compliance
14. The final deal will be endorsed by a binding UN Security Council resolution
Iran via Tasnim has confirmed this is the final MOU, with Ghalibaf adding "everything we sought to achieve through military action was secured several times over at the negotiating table, in a way that cannot even be compared."
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Thatโs coming later when they lose the midterms.
If the USA weren't such a broken country, Iran getting $425 BILLION would be the death knell and impeachment of any president in history.
What an absolute embarrassment of an admin.
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Will $BMM be ready?
13h
Not helping with the already broken #Tungsten supply chain.
US has also explicitly said from January 1, 2027 onwards defense procurement must stop using Chineseโorigin tungsten in key applications.
reuters.com/world/us/trump-iโฆ
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There it is. 3 is the new 2?
WARSH: I SEE NO REASON TO REVISIT 2% INFLATION TARGET
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This is an amazing company, doing amazing things. Eventually people will come to agree on $ASTS.
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American tax payers how do you feel about funding Iranian ballistic missiles?
TRUMP: IF OTHER COUNTRIES HAVE BALLISTIC MISSILES, IT'S 'A LITTLE BIT UNFAIR' FOR IRAN TO HAVE NONE
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Whats the German word for this kind of person?
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Russia, itโs curtains.
โ๏ธ The US and G7 countries will begin producing long-range missiles and air defense systems in Ukraine
The landmark agreement will allow Western weapons to be manufactured in Ukraine under license, according to Le Parisien.
For Kyiv, this means not just new deliveries, but the development of a large-scale domestic defense industry based on Western technologies.
Meanwhile, German Chancellor Friedrich Merz said that G7 partners will increase military and financial support for Ukraine while stepping up pressure on Moscow. According to him, for the first time since Donald Trump returned to power, the West has managed to reach a unified position on key security issues.
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Interesting development. We donโt know whose graphene they used though.
It's only a matter of time until $HGRAF's graphene is in the cement and steel of every new road, bridge, sidewalk, swimming pool, tennis court and virtually every other building material.
Stronger, lighter, and more conductive materials, impenetrable moisture barrier, extended lifecycles, lightweighting, rust resistant at ultra-low loadings.
$HG makes the only synthetic 100% sp2 bonded, turbostratic, pristine fractal graphene via detonation. 100% consistency batch to batch, easily dispersible graphene paste, master batch partnerships, Austin HQ perfectly positioned in the center of various AI/tech/defense hubs, Houston manufacturing plant with acetylene pipeline coming soon. Scaleable, 80% profit margin. DARPA, DOD, and industry leading interest. Great leadership, stellar business model.
Great time to buy, big announcements coming soon. @Hydrograph or bust.
universalmatter.com/news/uniโฆ
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Guess Trump wasnโt joking about being 4 weeks away from tank bottoms.
We are currently ahead of schedule on the US commercial crude draws. We are ahead of our forecast of the end of July by 2 weeks, which puts the operational minimum at mid-July.
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Yep. And that means we are probably on that path already.
Wait, Trump just admitted openly to running out of oil reserves in 4 weeks?
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Iran run out the clock on him, now what? We just postponed the investable. There will be an oil deficit. Also, he might be playing them to get more time on the clock. But for what purpose?
Trump said the world would have run out of oil reserves in 4 weeks, put pressure for a peace agreement.
Says it would have been "bedlam"
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That was a great visual reference. We now know $ASTS can stack 3 together for sure. Designed for 8. Now how many could they stack if they used graphene to make the structure lighter and more sturdy?
$ASTS: ๐บ๐ธ AST SPACEMOBILE - NEVER BET AGAINST AMERICAN INNOVATION
"During launch, the BlueBirds must withstand extraordinary forces up to 6 times Earth's gravity. This creates a massive engineering challenge as with the stacked design, the bottom satellite must now support its own weight plus the ones above it, multiplied by 6Gs. To address this, our teams have developed incredibly strong carbon fiber structures that enable us to stack up to 8 satellites at once. That means each satellite can support about the weight of a fully loaded Boeing 777 at takeoff, or nearly the weight of the Statue of Liberty minus its pedestal. That's a strong satellite." - @Emma_Jorna
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