u/kerplunktard

The LUGANO trial results appears to be a miss on a technicality due to the expected 3–5% of patients having unrelated ≥15-letter loss not being replicated in the control arm, difficult to interpret these results now without the follow up LUCIA trial results

9 out of 211 patients experienced ≥15-letter loss not related to wet AMD or the DURAVYU treatment which is within the expected historical pattern seen in comparable aflibercept trials however the aflibercept control arm experienced a highly unusual zero patients experiencing ≥15-letter loss which mean the trial missed its endpoint on what looks like a technicality, awaiting the EyePoint management discussion of the results in the conference call in the next 30 mins, if it is just an anomaly the LUCIA trial results will confirm that so it shouldn't be a total wipeout for the stock until those results are available

Update following the conference call the 9 patients who lost vision were not caused by wet AMD 6 were geographic atrophy (dry AMD), 2 were caused by glaucoma & the last by a detached retina & Cataract

In the original Phase 3 VIEW 1 and VIEW 2 trials of aflibercept (Eylea) in wet AMD, the proportion of patients who lost ≥15 letters by Week 52 was approximately 5% so highly unusual that the control arm had zero patients

Fiserv $FISV, a Michael Burry pick, has seen a brutal sell off in the last 18 mths , dropping 75% from its ath of $238 to the current bargain basement price around $50

Does it deserve the sell-off or will it recover?

Fiserv is a monster, positioning itself as essential banking & financial infrastructure, a rock solid unassailable MOAT yet it is priced like it's going bankrupt even though it is ranked no1 in the IDC fintech top 100 list

1.8 billion issuer accounts, 330+ million deposit and loan accounts, $4.6 trillion in annual global merchant payment processing volume, 300bn transactions per year (about 10,000 transactions per second), biggest payment infrastructure companies globally, 95% of US households use Fiserv's products through point-of-sale systems, card processing or bank accounts.

They operate in a number of key areas:

Providing secure backend software, platform systems, mobile banking apps etc for small & medium sized banks & credit unions, very sticky, once embedded it is extremely difficult, expensive & disruptive to switch (99% client retention rate speaks for itself)

Clover, the main growth driver - point-of-sale & business management for SME merchants, if you've tapped your card in a restaurant or retail outlet the chances are you've used Fiserv, keep an eye out for the green leaf logo on the card machine, that’s Clover

Carat - Card processing for large corporations & enterprises, Carat processes millions of online & in-store credit card transactions each day

STAR: Fiserv’s proprietary U.S. debit card network

The company does have significant debt, however it is well managed and mostly in the form of long dated bonds with a low weighted average coupon rate of approx 4.2%, the maturity dates are staggered from 2026 out to 2049

TL:DR Fiserv is a monster, positioning itself as essential infrastructure, a rock solid unassailable MOAT priced like it's going bankrupt

Sold out of $CTM for a quick profit, total now $16428, bought into $EYPT @ $13.81 per share, EyePoint, Inc are a biotech with a very promising candidate DURAVYU going through 2 pivotal Phase 3 trials LUGANO (USA only) results due 0826 and LUCIA (global) results due 1026, lets see how that plays out

$CTM Castellum Inc - a fast growing micro cap based in Virginia USA, $CTM provides intelligence analysis, program management, strategic and mission planning to governments and others, revenue is equal to its market cap of just $60m and it is winning major military and federal contracts, not to mention 25% of its mkt cap in cash - $15m and no debt

Mar 25 - Naval Air Systems Command contract awarded worth $103m

Oct 25 - 5 yr Navy support contract worth $66m

Jan 26 - 5yr contract supporting aircraft launch/recovery systems worth $50m

Mar 26 - Federal cybersecurity engineering $3.2m

Apr 26 - U.S. Navy electronic warfare & spectrum operations $4m

and many other contracts, the company's products are clearly in demand, could easily be a multibagger from such a small mkt cap if they keep winning those multi million double digit contracts

**the comparison to Palantir relates to the fact that they both operate in broadly the same ecosystem defense, intelligence, cybersecurity, analytics and U.S. government contracting, plus they both have strong links to the state of Virginia, I'm not saying they are offering the same products. In their recent investor presentation $CTM laid out phase 3 of their growth strategy pointing towards transforming from a services contractor into an emerging defense tech & mission systems platform.

I am not an investment professional and you should always do your own DD/research before investing

All in on $CTM Castellum Inc - the penny stock version of Palantir, based in Virginia USA, $CTM provides intelligence analysis, program management, strategic and mission planning to governments and others, revenue is equal to its market cap of just $60m and it is winning major military and federal contracts

Mar 25 - Naval Air Systems Command contract awarded worth $103m

Oct 25 - 5 yr Navy support contract worth $66m

Jan 26 - 5yr contract supporting aircraft launch/recovery systems worth $50m

Mar 26 - Federal cybersecurity engineering $3.2m

Apr 26 - U.S. Navy electronic warfare & spectrum operations $4m

and many other contracts, the company's products are clearly in demand

$14466 invested 19168 shares @ 75c

All in on $CTM Castellum Inc - the penny stock version of Palantir, based in Virginia USA, $CTM provides intelligence analysis, program management, strategic and mission planning to governments and others, revenue is equal to its market cap of just $60m and it is winning major military and federal contracts, not to mention 25% of its mkt cap held in cash - $15m and virtually zero debt

Mar 25 - Naval Air Systems Command contract awarded worth $103m

Oct 25 - 5 yr Navy support contract worth $66m

Jan 26 - 5yr contract supporting aircraft launch/recovery systems worth $50m

Mar 26 - Federal cybersecurity engineering $3.2m

Apr 26 - U.S. Navy electronic warfare & spectrum operations $4m

and many other contracts, the company's products are clearly in demand

$14466 invested 19168 shares @ 75c

All in on $CTM Castellum Inc - a fast growing micro cap based in Virginia USA, $CTM provides intelligence analysis, program management, strategic and mission planning to governments and others, revenue is equal to its market cap of just $60m and it is winning major military and federal contracts, not to mention 25% of its mkt cap in cash - $15m and no debt

Mar 25 - Naval Air Systems Command contract awarded worth $103m

Oct 25 - 5 yr Navy support contract worth $66m

Jan 26 - 5yr contract supporting aircraft launch/recovery systems worth $50m

Mar 26 - Federal cybersecurity engineering $3.2m

Apr 26 - U.S. Navy electronic warfare & spectrum operations $4m

and many other contracts, the company's intelligence-related programs & electronic warfare products are clearly in demand operating in the defense, intelligence, cybersecurity, analytics and U.S. government contracting arena, the future looks bright in my opinion

$14466 invested 19168 shares @ 75c

Sold out of my position in $MKND @ $3.40 for a 14% return - a little early as the stock is still climbing today, oh well, I didn't fancy hanging on for the binary event on 29 May, a bird in the hand and all that, sitting in cash $14717 now

$MNKD has 2 products with very good chances for FDA approval in May & July this year,

1. FUROSCIX ReadyFlow Autoinjector PDUFA: July 26, 2026
2. Afrezza Pediatric Indication PDUFA: May 29, 2026

The stock had a major drop in February when it's partner United Therapeutics announced it was developing it's own competitor for Mannkind's bestseller Tyvaso, but this product won't be ready for a market launch until 2028 (and that's only if everything goes smoothly) so the drop was premature and overdone considering Mannkind's other market opportunities, for instance Mannkind has been busy co-developing ralinepag DPI (MNKD-1501) together with United Therapeutics, MKND has been paid $5m already & is eligible for another $35 million in milestone payments plus a lucrative 10% royalty on net sales

Apart from that $MKND is due FDA decision on 2 extremely promising products in May & July this year:

The decision for Afrezza Pediatric Indication is due around 29th May, Afrezza will be the only needle-free mealtime insulin for children, there is nothing else like it on the market & FDA places a heavy emphasis on Unmet Need Factor & patient preference in chronic pediatric conditions

FUROSCIX ReadyFlow Autoinjector is a Supplemental New Drug Application (sNDA) for a drug that is already FDA-approved, FDA has already signed off on the drug and the formulation; it is merely evaluating the new delivery device which reduces therapeutic dose delivery from 5 hours down to an incredible under 10 seconds, the FDA decision is due around end of July 2026

Major investment banks like Wells Fargo and H.C. Wainwright recently upgraded their long-term price targets on MannKind to $10.00

I'm all in 4330 shares @$2.98 each

$MNKD currently has 2 products with excellent chances of FDA approval in May & July this year

1. FUROSCIX ReadyFlow Autoinjector PDUFA: July 26, 2026
2. Afrezza Pediatric Indication PDUFA: May 29, 2026

The stock took a major drop in February when it's partner United Therapeutics announced it was developing it's own competitor drug for Mannkind's bestseller Tyvaso, but this product won't be ready for a market launch until 2028 (and that's only if everything goes smoothly) so the drop was premature and overdone considering Mannkind's other market opportunities, for instance Mannkind has been busy co-developing ralinepag DPI (MNKD-1501) with United Therapeutics, MKND has been paid $5m already & is eligible for another $35 million in milestone payments plus a lucrative 10% royalty on net sales

Apart from that $MKND is due FDA decision on 2 extremely promising products in May & July this year:

The decision for Afrezza Pediatric Indication is due around 29th May, Afrezza will be the only needle-free mealtime insulin for children, there is nothing else like it on the market & FDA places a heavy emphasis on Unmet Need Factor & patient preference in chronic pediatric conditions

FUROSCIX ReadyFlow Autoinjector is a Supplemental New Drug Application (sNDA) for a drug that is already FDA-approved, FDA has already signed off on the drug and the formulation; it is merely evaluating the new delivery device which reduces therapeutic dose delivery from 5 hours down to an incredible under 10 seconds, the FDA decision is due around end of July 2026

Major investment banks Wells Fargo and H.C. Wainwright recently upgraded their long-term price targets on MannKind to $10.00

$MNKD has 2 products with very good chances for FDA approval in May & July this year,

1. FUROSCIX ReadyFlow Autoinjector PDUFA: July 26, 2026
2. Afrezza Pediatric Indication PDUFA: May 29, 2026

The stock had a major drop in February when it's partner United Therapeutics announced it was developing it's own competitor for Mannkind's bestseller Tyvaso, but this product won't be ready for a market launch until 2028 (and that's only if everything goes smoothly) so the drop was premature and overdone considering Mannkind's other market opportunities, for instance Mannkind has been busy co-developing ralinepag DPI (MNKD-1501) together with United Therapeutics, MKND has been paid $5m already & is eligible for another $35 million in milestone payments plus a lucrative 10% royalty on net sales

Apart from that $MKND is due FDA decision on 2 extremely promising products in May & July this year:

The decision for Afrezza Pediatric Indication is due around 29th May, Afrezza will be the only needle-free mealtime insulin for children, there is nothing else like it on the market & FDA places a heavy emphasis on Unmet Need Factor & patient preference in chronic pediatric conditions

FUROSCIX ReadyFlow Autoinjector is a Supplemental New Drug Application (sNDA) for a drug that is already FDA-approved, FDA has already signed off on the drug and the formulation; it is merely evaluating the new delivery device which reduces therapeutic dose delivery from 5 hours down to an incredible under 10 seconds, the FDA decision is due around end of July 2026

Major investment banks like Wells Fargo and H.C. Wainwright recently upgraded their long-term price targets on MannKind to $10.00

I'm all in 4330 shares @$2.98 each

$MDAI Spectral AI Inc stated in their latest earnings call that they are expecting positive determination from the FDA by the end of Q2 2026 for their Deepview AI burns diagnostic system following a15mth study in which DeepView AI significantly outperformed the clinical judgment of experienced burns physicians in predicting wound healing, following FDA clearance, Spectral AI will target its first commercial sales in the U.S. starting late 2026

Catalysts:

Q226 - FDA Approval pending

Q226 - Delivery of Handheld Prototype to MTEC

29 May - AGM

H226 - Unlock $60m in BARDA funding

H226 - Expand sales into the UK, Australia, and the Gulf Cooperation Council nations

UK clinical evidence indicates that DeepView is 92% accurate in distinguishing between tissue that will heal naturally and tissue requiring surgery. This significantly outperforms traditional clinical judgment, which typically ranges from 50-75% accuracy & requires long observation time 3-4weeks

Govt Support: $86.6m funding from BARDA (Biomedical Advanced Research and Development Authority) including a $31.7M award in March 2026, suggests that the U.S. govt views this medical technology as a vital. BARDA continued financial backing signals additional confidence in the device’s regulatory path,

Upon FDA approval, the company expects to unlock approximately $60 million in remaining non-dilutive funding from its existing BARDA contract. This includes subsidized distribution of up to 30 DeepView systems to major U.S. burn and trauma centers

Pending U.S. clearance, Spectral AI plans to update its UKCA authorization in late 2026 to include the improved version of the DeepView system, potentially triggering initial sales in the UK, Australia, and the Gulf Cooperation Council nations

Spectral AI has a "first-mover" advantage in AI burn imaging, additionally Spectral AI is developing a Handheld Device, Under its contract with Medical Technology Enterprise Consortium (MTEC), Spectral AI is scheduled to deliver a fully functional prototype of its handheld DeepView device by the end of Q2 2026, opening the possibility of military and portable medical Emergency Room (ER) and Urgent Care markets

$MDAI Spectral AI Inc stated in their latest earnings call that they are expecting positive determination from the FDA by the end of Q2 2026 for their Deepview AI burns diagnostic system following a15mth study in which DeepView AI significantly outperformed the clinical judgment of experienced burns physicians in predicting wound healing, following FDA clearance, Spectral AI will target its first commercial sales in the U.S. starting late 2026

Catalysts:

Q226 - FDA Approval pending

Q226 - Delivery of Handheld Prototype to MTEC

H226 - Unlock $60m in BARDA funding

H226 - Expand sales into the UK, Australia, and the Gulf Cooperation Council nations

UK clinical evidence indicates that DeepView is 92% accurate in distinguishing between tissue that will heal naturally and tissue requiring surgery. This significantly outperforms traditional clinical judgment, which typically ranges from 50-75% accuracy & requires long observation time 3-4weeks

Govt Support: $86.6m funding from BARDA (Biomedical Advanced Research and Development Authority) including a $31.7M award in March 2026, suggests that the U.S. govt views this medical technology as vital. BARDA continued financial backing signals additional confidence in the device’s regulatory path

Upon FDA approval, the company expects to unlock approximately $60 million in remaining non-dilutive funding from its existing BARDA contract. This includes subsidized distribution of up to 30 DeepView systems to major U.S. burn and trauma centers

Pending U.S. clearance, Spectral AI plans to update its UKCA authorization in late 2026 to include an improved version of the DeepView system, potentially triggering sales in the UK, Australia, and the Gulf Cooperation Council nations

Spectral AI has a "first-mover" advantage in AI burn imaging, additionally Spectral AI is developing a Handheld Device, Under its contract with Medical Technology Enterprise Consortium (MTEC), Spectral AI is scheduled to deliver a fully functional prototype of its handheld DeepView device by the end of Q2 2026, opening the possibility of military and portable medical Emergency Room (ER) and Urgent Care markets

I should have sold after the next day pop but I got greedy and hung on too long, I sold at $32.17 for a modest profit as this market seems to be hanging by a thread, high oil, inflation rising, trump incompetence, this stack of cards is getting more and more flimsy by the day, I'd rather be sitting in cash for the moment $12890

$JD JD .com stock knocks it out of the park again with a 20c earnings beat, this stock has been a laggard compared to the other major China names, yet it has shown real resilience with an earnings beat in the face of stiff ecommerce competition in China. Following its international expansion including opening retail outlets & 60 logistics hubs in Europe I think the stock is due a run and could easily head for $40 from its current price, JD recently increased their dividend to $1 and in 2025 bought back over 6% of outstanding ADS - I bought 386 shares @ $31.46 each

Etoro - fast growing with low PE & price/cashflow, delivers beat after beat every quarter

Etoro $ETOR blew away earnings expectations beating by 21c to deliver a phenomenal 91c eps, unbelievable that this stock has such a low pe, after this earnings result forward PE will be around 10, a fraction of its overpriced peers

Etoro showed that it is still maintaining its strong growth despite a challenging quarter, net contribution increased 19% & adjusted EBITDA a staggering 35% year over year

Surely a bargain being currently priced under $40/share

Etoro $ETOR blew away earnings expectations beating by 21c to deliver a phenomenal 91c eps, unbelievable that this stock has such a low pe, after this earnings result forward PE win be around 10, a fraction of since of its overpriced peers

Etoro showed that it is still maintaining its strong growth despite a challenging quarter, net contribution increased 19% & adjusted EBITDA a staggering 35% year over year

Surely a bargain being currently priced under $40/share

Cashed in my 487 $ZIM shares at $27.90 during yesterdays additional bid takeover news pop, I don't think the bid will come to anything as ZIM already have a binding agreement with Hapag-LLoyd, & I don't want to wait while the takeover progresses, it needs multiple agreements from various countries so could easily take 6 months or fall apart altogether

sitting on $13587 cash for the moment eyeing up a few opportunities, up 1300% since beginning the challenge

Aureus Greenway Holdings Inc $AGH, a trump family company run by Eric & Donald Jnr Trump, has merged with Powerus a military drone manufacturer using tech developed during the Ukraine war

The company currently has a $100m mkt cap and received a $50m investment from Korea Climate & Governance Improvement Fund (KCGI), they just signed the first of what is likely to be many contracts with the US Military to supply the Powerus Guardian-2 counter-drone systems, the contract involves the purchase of the Guardian-2 semi-autonomous counter-drone interceptors designed for high-speed counter-drone interception

Incidentally Unusual Machines $UMAC recently reported an order above $5m from Aureus Greenway Holdings/Powerus for components used to build these drone systems which would indicate the US Air Force contract is in the 10's of millions

The Pentagon has allocated over $1.1 billion to secure US made drones with this type of technology, so the future is looking bright for the company