Don't see why it's taken me this long to get it Sit in cash and wait for the right opportunities The best setups will do most of the work for you

As nature intended

@JusticeforB_MD Yes but likely deprioritize due to competitive landscape IMO (higher bar)

@Kapstahoon Not currently following. Would need to see full pivotal data update. Don't like only have 40% us rights

Win Rate fell below my LT goal of 70% (reminds me of check engine light in a car, need to review my process & determine what needs to be tuned up/where I can improve)

Updated Realized Gain/Loss (TTM) - definitely some avoidable red circles there

$XBI $IBB Good points from Chris on NIH cuts

New office

@Andre_AGTC @oncinvestor Hear you - hard part is also failure rate & patients progressing before getting treated/turnaround time

@Phoenix3million Thanks for sharing- 70 commercial/30 clinical for me $rckt should turn commercial this year $idya hard to think of a small cap onc name with deeper pipeline, bigger valuation disconnect

@Koh78901 Thanks my friend- each day a blank slate to make the best decisions we can

@cognivestment Could be (even going half and half as one comment stated) The lack of communication from mgmt is what really did it for me (I could easily miss out if q4 beat or buyout though)

Salud my friends 🍻- to the times where everything works out as planned as well as when it goes sideways. Both have much to teach us

3 bookmarks mean 3 people found this post useful (more than enough for me) Wish I'd had these questions when I started out 17+ years ago (back then my FOMO entries were the most costly, especially w/ excessive size & no concept of risk mgmt) Sometimes these ?s help me slow down an extra day, other times much more (important thing is to let a trade "marinate" until ready to pull the trigger, ideally with zero emotion) Today's trades for example, had been sitting on them for a month working through Pros and Cons Just my two cents, have a great weekend all

RT @jfais20: @The_Cheeb I previously shared posts with the Portfolio Cagematch exercise, but new X search algorithm does not turn them up f…

@houndcl @CameronQuilter2 Feasible scenario is market punishes for temporary uncertainty (or last centers coming on more slowly than anticipated or at low end of demand or don't like Amtagvi contribution vs Proleukin) Converse is if mgmt improves communication and we get clarity, allows for reentry

@The_Cheeb my pleasure 👊

@CameronQuilter2 @houndcl 🙂🤝

@houndcl cheers my friend, me too. Was trying to hold patiently re 2025 to 2026 (sales ramp, NSCLC data, then PD1 knockout, then endometrial, ex US approval, etc) Why I love Portfolio Cagematch exercise (helps me make decisions I'd otherwise not be able to do, esp due to my ego)