Reminder to myself: Addiction can’t be reduced

On these forums, you will often see comments like “I‘ve reduced my use to once a week” or similar.

They contain phrases like “reduced”, “toned down” (and so on) even though they contradict themselves. Addiction is a loss of control, and therefore moderation is borderline impossible. “Just once a week” slowly becomes twice a week, then every other day, until the little monster in your head controls every second of your life.

As title of one of the episodes in one of the best TV shows ever says: ”No half measures”

Make your choice, and deal with the consequences

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u/Suspicious_Form4344 — 7 days ago

The science of SLS

Disclaimer: I'm not a doctor and haven't done very deep research, so take this as a discussion post.

I've been looking into SLS-001 (GPS) and one thing that stands out is that while the science seems plausible, I'm not sure it looks as exceptional or unique as some bulls suggest.

The main red flag is historical: cancer vaccines have a long history of triggering immune responses and showing promising early data, but then failing in larger Phase 3 trials. The core issue has often not been whether T-cells get activated, but whether that actually translates into meaningful clinical benefit.

An LLM made a point I thought was interesting:

"The hurdle isn't proving that GPS activates T-cells. The hurdle is proving that those T-cells actually keep AML patients alive and relapse-free long enough to matter clinically."

WT1 is a real and well-studied target, and AML in remission is probably a better setting than many past vaccine attempts. But from what I've seen, this still looks more like a potentially interesting but historically risky biotech setup, rather than something clearly exceptional or unique.

Would be interested to hear thoughts from people with a scientific background.

I‘m not saying this a bad invesment, far from it, I’m just surprised about the volume of the hype.

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u/Suspicious_Form4344 — 12 days ago

Anyone else surprised $VRDN didn't run up more already pre PDUFA June 30th?

It's been trading around 15.50-16.50 for some time now. Wondering when the pre run up is gonna start, and thoughts on how much it will do so...

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u/Suspicious_Form4344 — 20 days ago

2 beaten down microcap setups: NMRA and GOSS. Thoughts on odds and asymmetry?

Hey everyone,

I'm looking at two beaten down microcap biotech plays with near-term catalysts for short-term leveraged trading (I'll use CFDs) and wanted some outside opinions.

NMRA (Neumora)

  • Drug: KOR antagonist for major depressive disorder, targeting anhedonia.

  • Phase 2 showed signal in moderate-severe patients. Phase 3 KOASTAL-1 missed (blamed on operational issues). They redesigned the next two trials.

  • Catalyst: Joint topline from KOASTAL-2 + KOASTAL-3 expected mid-to-late June.

  • Setup: ~$300M cap, decent volume. Stock depressed after the miss.

  • Thesis: Clean binary. Prior failure lowers odds a bit, but mechanism is differentiated. On strong data, could see big move. What are realistic odds of success here?

    The initial phase 3 failed a year ago, dropping the stock from 10$ to current 1.7$. With excellent results this trade could be insane

GOSS (Gossamer Bio)

Drug: Seralutinib, an inhaled therapy for pulmonary arterial hypertension (PAH).

The company narrowly missed its Phase 3 primary endpoint earlier this year, but secondary analyses and other efficacy signals were supportive enough that management is still pursuing a regulatory path.

Catalyst: FDA Pre-NDA meeting feedback expected in mid-June.

Setup: ~$40M market cap with cash above the current market value. Stock has been heavily sold off since the Phase 3 results.

Thesis: The trade here is less about new clinical data and more about regulatory feedback. If the FDA appears open to a filing based on the existing dataset, the market may need to reprice the company. If the FDA indicates another trial is required, the downside could be significant. High-risk, high-volatility setup.

Both have been beaten down heavily and both have catalysts in the next few weeks. I'm mainly focused on asymmetry for leveraged flips — which one has better risk/reward here, and what are realistic odds of a significant positive move on good news?

Any thoughts on the data, regulatory risk, or liquidity for trading these would be appreciated. Not financial advice, and this post was made by the help of AI — just looking for discussion.

Thanks!

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u/Suspicious_Form4344 — 25 days ago

MannKind Announces FDA Approval of Afrezza®, the First and Only Inhaled Mealtime Insulin for Use in Children and Adolescents Aged 6 and Older Living with Diabetes

u/Suspicious_Form4344 — 1 month ago
▲ 73 r/lexapro

Can’t cum on this shit

Idk it’s kinda good tho, cuz I couldn’t last long before. Now I can’t goon tho cuz it lasts for hours. No other effects at all on anxiety/dpdr and light sensitivity (10mg)

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u/Suspicious_Form4344 — 2 months ago

Why is CING still at 5$

It basically ran up to 11$ pre PDUFA, but instead of continuously growing, it fell back to pre surge price of around 5$, while the PDUFA is getting closer. Did I miss some news or are people afraid of the delays and FDA's CMC requests? What are your updated thoughts?

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u/Suspicious_Form4344 — 2 months ago
▲ 1 r/dpdr

I'm surprised to see not one post in here about these, been researching them because of my light sensitivity and this seems to be a group of medications for overstimulation:

CGRP-targeted medications are effective for treating migraine-related symptoms beyond just pain, including photophobia (light sensitivity) and related overstimulation, by inhibiting the protein responsible for transmitting these signals. [1, 2]

CGRP Medications for Photophobia & Overstimulation [1]

  • Preventive Medications (mAbs): These monoclonal antibodies are used for chronic and episodic migraine to lower attack frequency and reduce photophobia:
    • Galcanezumab (Emgality): Studies show it effectively reduces ictal photophobia.
    • Erenumab (Aimovig): Specifically associated with reductions in visual hypersensitivity (measured by the Leiden Visual Sensitivity Scale) over 3 months.
    • Fremanezumab (Ajovy): Shown to reduce the number of headache days that include light sensitivity.
    • Eptinezumab (Vyepti): An intravenous option used for prevention.
  • Acute/Abortive Medications (Gepants): These block CGRP receptors to treat an active migraine episode and associated sensory symptoms:
    • Ubrogepant (Ubrelvy): Used for acute treatment; studies show it improves prodromal symptoms, including reducing photophobia.
    • Rimegepant (Nurtec ODT): Used for acute treatment and every-other-day prevention.
    • Atogepant (Qulipta): Used for daily prevention. [1, 2, 3, 4, 5, 6, 7]

Impact on Anxiety and Overstimulation

  • Reducing Sensory Overload: CGRP inhibitors help normalize responses in patients with hypervigilant sensory issues.
  • Improving Mood Disorders: Research suggests anti-CGRP monoclonal antibodies can improve comorbid anxiety and depression, independent of the reduction in migraine days.
  • Mechanism: CGRP release is linked to anxiety-like behaviors (via potential impacts on the hippocampus), andblocking this pathway has shown to alleviate these sensations. [1, 2, 3, 4]
u/Suspicious_Form4344 — 2 months ago

Genuine question, I made a few brilliant pretty funny coins, but 0 traction. I only put like 50€ in tho. Should I try with a couple hundred? Or is it pointless?

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u/Suspicious_Form4344 — 2 months ago
▲ 1 r/dpdr

Lights are killing me, my eyes look like I smoke crack, after just a few minutes of being exposed to a bit brighter light (indoor and sunlight). I become miserable after seeing how much my face changes and just stay home. Other than that my anxiety is minimal. Started SSRIs 2 weeks ago and tried benzos, nothing seems to help. It’s just super hard to cum now. Tried every eye drop, sunglasses make it worse cuz I see the rims, and my ophthalmologist told me my eyes are fine. Not being dramatic, but I just don’t see the way out.

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u/Suspicious_Form4344 — 2 months ago

Caribou Biosciences is a small biotech whose main thesis is simple: it’s trying to build allogeneic CAR-T therapy (ready-made cancer immune cells that can be used for any patient, instead of custom-made ones). The bet is that if this works, it becomes cheaper, faster, and more scalable than current treatments.

The early results are actually strong for this stage: CB-011 showed about 92% response rate and 75% complete responses in a small trial, and CB-010 showed around 80–90% response rates with some lasting over a year . That’s comparable to existing CAR-T therapies, which is impressive given it’s still Phase 1 (very early testing). However, the sample sizes are tiny and early data in biotech often looks better than it ends up being later.

The thesis is basically: market is pricing this close to cash → if results hold, huge upside; if not, it drifts down. The main risks are competition, durability of results (how long the cancer stays gone), and the fact it will need more funding.

This has been written partly by AI but have been doing some research and it seems to be on the legit side compared to many other small biotech plays. Anyone else did research on this?

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u/Suspicious_Form4344 — 2 months ago