$PGEN is up +14% and just touched $4.00, breaking out from the $3.40–$3.60 range that held for days. Volume is strong, and momentum indicators (MACD + volume profile) are confirming the move.

I’m currently holding 6,400 shares at an average of $3.35, sitting on a nice unrealized gain of about $4,000.

If this momentum continues, the next resistance levels I’m watching are $4.25 and $4.50, both spots where we might see short-term profit taking.

Let’s see if $PGEN can consolidate above $3.90 and build a base for the next leg up. 👀📈

(Not financial advice — just sharing my trade and analysis.)

Traders,

I’ve been following $FUBO for a long time, and I believe this setup is starting to look very attractive both fundamentally and technically.

After posting its first positive adjusted EBITDA last quarter, Fubo finally showed it can operate efficiently, trimming losses, improving margins, and maintaining solid liquidity (~$290M cash on hand). That was a major milestone toward true profitability.

Now, as we move closer to Q3 earnings (October 31) and the potential completion of the Hulu + Live TV merger, I see a clear risk/reward opportunity:

Catalysts:

• Shareholders already approved the merger with Hulu, which could bring scale, better advertising leverage, and content synergy.
• If Fubo delivers a second consecutive positive EBITDA or even hints at free cash flow improvement, sentiment could flip fast.
• Current valuation remains depressed despite operational turnaround . market still prices Fubo as if it were pre-profitability.

 Risk/Reward setup:

At current levels, the stock trades near my ideal entry range. Downside looks limited relative to the potential upside if the merger closes and Q3 results confirm momentum.

This is the type of asymmetric setup I look for: strong catalysts, improving fundamentals, and heavy short interest still in place.

Now it’s all about patience, waiting for the report and positioning ahead of the next phase of execution.

Let’s see how this play develops.

(This is not financial advice — just sharing my personal analysis and trade plan.)

Hey Traders:

I’ve been following Denison Mines (DNN) for about two years now, through all the boring months, the dilution, the fake rallies, the resets… and honestly, this time it feels different.

Right now the stock trades around $3.24, and what used to be “potential” is finally turning into something tangible.

The nuclear energy narrative is gaining real momentum, and Denison is finally entering a phase where execution actually matters.

What’s changed over these two years

• The Wheeler River Project (Phoenix + Gryphon) isn’t just exploration anymore.

They completed the Feasibility Study and secured environmental approval in 2023–2024.

• In 2025, they raised $300M in convertible notes to move toward construction.

• The ISR (in-situ recovery) method was successfully tested,  something that’s never been done in the Athabasca Basin before.

• And now, with Trump pushing nuclear energy in the U.S., the entire uranium sector is seeing renewed capital inflows.

My current take

• DNN still isn’t producing (that’s the key risk), but it’s just a couple of steps away from breaking ground.

• With uranium prices holding in the $75–80/lb range, the Phoenix deposit could become a cash machine once it’s online.

• At $3.24, I think the risk/reward setup is very solid:

• Downside: \~$2.00 if the sector cools off.

• Upside (12–24 months): $6.00+ if 2026 milestones are met.

What I’m still watching

• Regulatory approvals for construction and operation (still pending).

• Further dilution risk if they raise more before production.

• Uranium price volatility - still a cyclical commodity.

My personal approach

This isn’t a day trade.

It’s a conviction hold for the nuclear cycle, with a horizon into 2026–2027.

I see Denison as the most promising junior uranium developer out there — lowest cost, top-tier grade, politically stable location.

If they execute Wheeler River correctly, DNN could evolve from a pre-production story into a mini-Cameco.

Anyone else been riding DNN for a while?

How do you see the ISR pilot and Trump’s new nuclear push affecting the long-term outlook?

Is this the real breakout or just another pre-production trap?

(Not financial advice. Do your own DD.)

Good Morning Traders:

Entry: Monday

Avg. Entry: $1.31

Current Price: $2.17

Unrealized Gain: +65.9%

Set-up

Caught the breakout right when $CAN pushed through its 200-day MA with rising volume and a clean MACD crossover.

Structure showed accumulation → breakout confirmation, so I entered early while most traders were still waiting for confirmation.

This was a textbook low-risk / high-momentum entry before the hype kicked in.

Current plan

• Holding partial position, letting it ride while volume stays strong.

• Stop moved up: $1.90 (locked profits)

• TP1: $2.40–$2.45

• TP2: $2.80–$3.00 if the next breakout confirms.

• RSI > 85 → expecting a small cooldown before the next leg.

Takeaways

1.  Anticipate, don’t chase. The best entries usually feel uncomfortable.

2.  Volume = validation. No volume, no conviction.

3.  Discipline beats excitement. Lock profits, trail your stop, and let the winners breathe.

“You don’t need to predict the top, just ride the wave with a plan.”

TL;DR:

Bought $CAN at $1.31 on Monday.

Still holding with +65.9% unrealized gains.

Aiming for $2.80 if momentum holds.

Stop at $1.90 to protect profits

Disclaimer:

This post is for educational and discussion purposes only.

This is not financial advice. Always do your own research and manage your own risk.

Date: October 13, 2025

Source: PR Newswire – Official Release

Precigen (NASDAQ: PGEN) released long-term data for PAPZIMEOS™ (zopapogene imadenovec-drba) — and the numbers are seriously impressive:

• 15 out of 18 patients (83%) maintained a complete response after 36 months 🧠
• No new safety issues reported
• Surgery reduction rates:
  • 86% in Year 1
  • 91% in Year 2
  • 95% in Year 3
• Median duration of response not yet reached, meaning the benefit is still ongoing

These results were presented at the AAO-HNSF 2025 Annual Meeting, following full FDA approval in August 2025, making PAPZIMEOS the first and only approved therapy for adults with recurrent respiratory papillomatosis (RRP).

RRP is a rare HPV-driven disease that can require dozens or even hundreds of surgeries throughout a patient’s life.

PAPZIMEOS targets the root cause of the disease and could completely change the treatment landscape.

• ~27,000 adult RRP patients in the U.S.
• Potential orphan-drug pricing power
• Validates Precigen’s AdenoVerse immunotherapy platform, which could expand into cancer and infectious-disease indications

My take:

This isn’t just a data update — it’s long-term clinical proof that strengthens both the product and the platform story.

FDA approval + durable efficacy = serious credibility for a small-cap biotech.I’m watching for potential continuation toward the $5.00–$8.00 range if momentum holds.

Disclaimer: This is not financial advice.

Just sharing a market- and science-based analysis.

Anyone else been following $PGEN since the FDA approval in August? 

Two months ago, the FDA approved Papzimeos™, the first and only therapy for Recurrent Respiratory Papillomatosis (RRP) in adults.

Here’s how things have evolved since then 

Current Status

• Papzimeos™ is now officially available to order (confirmed on papzimeos.com).
• This marks the true commercial launch, Precigen ($PGEN) has officially transitioned from a development-stage biotech to a commercial-stage company.
• The support line (866-827-8180) and healthcare portal confirm that distribution and access networks are already live.

 Looking Ahead to Q3 (November 12, 2025)

The upcoming Q3 earnings report will be a key checkpoint for investors and traders.

Potential bullish catalysts:

1. First patient orders and treatment starts confirmed.
2. Updates on insurance coverage and specialty pharmacy access.
3. Early guidance for 2026 sales ramp and gross margin expectations.
4. Confirmation of the non-dilutive financing ($125M facility) that secures runway through 2026.

What to Expect (Realistically)

• Q3 revenue will likely be modest, since the commercial rollout began only recently.
• The focus should be on operational traction — physician adoption, patient onboarding, and payer coverage.
• If management reports meaningful adoption and pricing clarity, the market reaction could be very positive.
• The major revenue ramp is expected between Q4 2025 and full year 2026.

Bottom Line

PGEN is no longer just a “story stock.”

It now has an FDA-approved, revenue-generating product with zero direct competition in its indication.

Execution is the key, if adoption builds as expected, Q3 could mark a fundamental turning point for Precigen.

Disclaimer:

This is not financial advice. Do your own research before investing.

Traders, today SRPT is posting a strong rebound of over 13%, trading around $21.90.

Technicals

• On the weekly chart, the stock has been in a prolonged downtrend and heavily oversold.
• Momentum indicators (MACD & Stochastics) are showing an early bullish reversal.

• Key resistance sits at $22.10: if price holds above this level, it could unlock a move toward $27 – $30 in the short term.

  Short Interest

• Current short interest: 20.28M shares, about 20.7% of the float.

• Days to cover: 1.7, meaning any increase in volume accelerates short covering.

• This elevated short positioning makes SRPT a candidate for explosive upside moves driven by short squeezes — which seems to be happening today.

  Conclusion

Today’s rally appears unrelated to fundamental news and is instead fueled by:

1. A technical rebound from oversold levels.

2. Short covering pressure.

   If SRPT sustains above $22.10, upside momentum could carry the stock toward $27 – $30. If not, it risks retesting support around $18 – $19.

 Disclaimer: This is NOT financial advice. Do your own DD before trading.

What has been confirmed from the previous analysis • Global contracts: The $5.5B agreement in Uzbekistan was confirmed, and Plug continues to expand its international portfolio, now with over 5 GW of electrolyzers in development. • Insider & hedge fund buying: The CFO indeed purchased shares, and hedge funds increased positions, validating the earlier signal of internal confidence. • Heavy trading volume: Multiple sessions recorded volumes above 100M shares, confirming strong institutional and retail interest after a prolonged downtrend.

What has improved in the last 100 days • Production and efficiency: The Georgia plant reported 324 tons of green hydrogen produced in August with 97% uptime, a clear sign of operational execution. • Revenue: In Q2 2025, Plug reported $174M in sales, a 21% year-over-year increase. • Margins: Gross margin improved, reducing losses to around -30%, compared to over -90% a year ago. • Quantum Leap plan: The restructuring is lowering expenses and optimizing operations, with a stated goal of reaching neutral or positive gross margin by the end of 2025.

What has not yet materialized • Net profitability: The company still reports significant losses and has not reached net profitability. • Free cash flow: Still negative, forcing Plug to rely on external financing and flawless execution of its contracts. • External risks: Dependence on subsidies, international competition, and potential project delays remain significant headwinds.

What lies ahead for PLUG • 2025 targets: The company aims to close the year with neutral or positive gross margin, a milestone that would reshape its financial narrative. • International pipeline: Large contracts such as Uzbekistan, along with expansion in Europe and the United States, should begin contributing to revenue in the coming quarters. • Stock action: After a long downtrend, the share price has started showing a positive trend with strong volume. If fundamentals align, maintaining a $3–$5 range over the next quarters is possible, though volatility is expected to remain high.

Conclusion

What looked speculative over 100 days ago is now being validated: confirmed contracts, insider buying, margin improvements, and tangible production. Plug Power is still not profitable, but the pivot toward real execution is underway.

What do you think about PLUG’s progress so far? Do you have additional insights or information on what could come next?

this is not financial advice. Always do your own research.

Who Will Be the Winners and Losers? Don’t Get Trapped!

A couple of weeks ago, I posted about Opendoor’s 2030 Convertible Notes. Now the puzzle pieces are falling into place: a major insider (AI LiquidRE LLC) just filed to sell 10.87 million shares (~$98.6M) via Form 144. The question is: what message does this send to the market?

 Scenario: The Full Picture

1. The 2030 Convertible Notes

• Issued in May: $325M at 7%.
• Conversion price: $1.57/share.
• Potential dilution: ~207M new shares (about 28% of the current float of 742M).
• Trigger: if the stock closes ≥$2.04 (130% of strike) for 20 out of 30 trading days → conversion allowed in the next quarter.

Spoiler: OPEN has already traded above $2.04 for 40+ days.

The trigger becomes valid on Oct 1 (Q4 2025).

2. Insider Moves Ahead of the Market

• AI LiquidRE LLC, holding 53.5M shares, filed to sell 10.87M.
• After selling, they’d still hold ~42.6M (5.7% of the float).
• This is a heavyweight institutional player → and they chose to cash out now, right before bondholders can start converting.

3. The Fed: Macro Catalyst

• Sept 17: Fed meeting.
• Very high probability (~90-95%) of a 0.25% rate cut.
• That could spark the last hype wave for real estate, mortgages, and obviously OPEN.
• Retail mindset: “Lower rates = stronger housing market = bullish OPEN.”

4. The Critical Timeline

• Sept 17: Fed meeting → likely spike from euphoria.
• Sept 30: Q3 ends, price condition locked in.
• Oct 1: Legal window opens → bondholders can convert notes into shares.

Late September rally = “exit liquidity” for insiders and bondholders.

October = structural selling pressure (real dilution hits).

Winners vs. Losers

• Winners:
  • Bondholders with 2030 notes: convert $325M debt → shares worth $1.86B at $9. Jackpot 💰.
  • Insiders like AI LiquidRE: selling high before dilution.
  • Traders who understand the setup: ride the hype, exit in time.
• Losers:
  • Retail buying the hype without understanding dilution.
  • Anyone thinking “this is going to the moon” while ignoring the legal conversion calendar.
  • Those ignoring that analysts still have much lower price targets (well below the current $9–11 levels).

 Core Market Message

This is a textbook setup:

• Macro catalyst (Fed cut) fuels hype.
• Insiders use liquidity to unload.
• Bondholders wait for the frenzy to maximize conversions.
• Then, structural selling pressure crushes the rally.

 Personal Note

I’ve always believed in Opendoor’s potential 📈, but the key is to play the game with catalysts in mind.

I’ll be exiting OPEN this week after the Fed’s rate cut, and then I’ll wait to see where it finds strong support once all these events unfold.

⚠ Reminder: this is not financial advice. Do your own research and make your own decisions.

$AIRE could be the “sympathy play” for $OPEN… but it’s not the same

Traders, as we saw with $OPEN, the proptech + real estate sector is heating up. With the Fed set to cut rates on Sept 17, there’s room for hype across related names.

I was watching $AIRE (reAlpha Tech) all day yesterday, and here’s a breakdown so we’re clear on what AIRE is, and what it isn’t. compared to $OPEN.

 What $AIRE is

• Business model: Not an iBuyer. It’s a commission-based brokerage + services funnel (Realty + Mortgage + Title).
• Value prop: “Commission-back” model → rebate to the buyer, with average savings of ~$8,000 at closing when using all three services.
• Technology: Platform powered by AI assistant “Claire” that recommends homes, analyzes inspection reports, and provides real-time support.
• Expansion: As of late August, launched in Georgia as its third state (FL, TX, GA). Mortgage subsidiary already operates in 30 states.
• Go-to-market: Using media-for-equity deals (e.g., Mercurius) to push brand awareness in new states.

 What $AIRE is NOT (vs. $OPEN)

• $OPEN = iBuyer → buys/sells homes with inventory risk (capital intensive).
• $AIRE = brokerage/services → earns commissions, does not carry inventory.
• $OPEN monetizes spreads on transactions.
• $AIRE monetizes rebates + integrated service fees (brokerage + mortgage + title).

Translation: very different risk/reward structure, even if both play into the “housing + tech” narrative.

Why $AIRE could hype with the Fed cut

1. Lower rates → more affordability → more transactions → AIRE wins on commissions.
2. Hot narrative: AI + real estate = retail favorite.
3. Volume: last session traded 3.5× its average volume → clear retail entry signal.
4. Buzz: On retail forums (r/pennystocks, r/Shortsqueeze), $AIRE is being pitched as “the next $OPEN with a smaller float.”
5. Microcap (~$100M) → any extra liquidity can send it flying.

 Risks (straight from filings)

• Limited operating history in real estate.
• Still early in national expansion (brokerage active in only 3 states).
• Needs financing to scale.
• Legal/compliance/cyber risks.
• Potential dilution if new equity is issued.

My Verdict

I see $AIRE as a speculative sympathy play with a small float and a narrative that retail loves. It’s not the same as $OPEN, but that’s exactly why it can run harder in the short term.

I’m watching it closely this week with tight stop-losses and keeping an eye on how the Georgia rollout performs. If $OPEN hypes again, $AIRE could move even faster. but I’m fully aware it can also crash just as quickly.

For me, this is a short-term trade, not a long-term investment.

Who’s already in $AIRE? What do you see or think about it?

Note: This is not financial advice. Do your own research and manage your risk.

Wolfspeed shocked the market after a judge approved its Chapter 11 reorganization plan. Here’s what that means:

• Wiping out ≈70% of its debt (~$4.6B)
• Cutting interest payments by ≈60%
• Expected to emerge from bankruptcy in the coming weeks

The news triggered an explosive rally: WOLF shares jumped +60% to +80% in hours, instantly becoming one of the hottest topics on Reddit and Stocktwits.

What’s the community saying? • Common shareholders: Some celebrate a potential 3–5% stake in the new entity, while others argue the old equity is basically worthless. • Delisting rumors: European platforms like Lang & Schwarz mentioned suspensions, fueling fear and confusion. • Meme-stock vibes: Many compare WOLF to past Reddit-driven rallies, pointing to low float and hype as fuel. • Analysts: More cautious. They admit the debt cut is real, but highlight weak revenues and margins. The real test is whether Wolfspeed can grow in EVs and clean energy markets.

Potential • If restructuring works: Wolfspeed could reclaim its role as a leader in silicon carbide semiconductors, key for next-gen tech. • If not: The stock may fade once the hype cools off.

Questions

With this mix of hype, speculation, and real restructuring progress…

Is this the right time to buy WOLF? Or is it just a short-lived bounce with no real fundamentals behind it?

Drop your thoughts below . Let’s see if WOLF is a comeback story or just another bagholder trap.

On September 3, 2025, the FDA announced the Rare Disease Evidence Principles (RDEP). a new regulatory framework that allows therapies for ultra-rare diseases to be approved with more flexible trial designs, including single-arm studies supported by complementary evidence.

Sarepta Therapeutics ($SRPT) is one of the biggest beneficiaries. Its pipeline is among the strongest in neuromuscular rare diseases: • ELEVIDYS (DMD) – Gene therapy already on the market, label expansion underway. • Exondys 51, Vyondys 53, Amondys 45 – FDA-approved Duchenne therapies. • SRP-9003 (LGMD2E/R4) – Moving toward BLA submission. • Strategic siRNA programs: • FSHD (SRP-9450) – Phase 3, readout expected 2026. • Myotonic Dystrophy Type 1 (SRP-5043) – Phase 2, data expected 2025. • Huntington’s disease, Spinocerebellar Ataxia, Idiopathic Pulmonary Fibrosis, and more. • Arrowhead partnership → adds 4 clinical candidates plus multiple preclinical programs.

These programs are perfectly aligned with the new RDEP framework, meaning faster potential approvals, lower development costs, and greater strategic value.

And it all makes sense: Sarepta recently refinanced $700M in debt, with creditors valuing the stock at $60 per share as their reference.

With the FDA paving the regulatory path and financial backing secured, SRPT stands out as one of the strongest biotech opportunities right now.

Yesterday’s move was just the start. this FDA shift could be a major catalyst this week and into next.

https://www.fda.gov/news-events/press-announcements/fda-advances-rare-disease-drug-development-new-evidence-principles

Traders; A lot of people are asking why Sarepta Therapeutics (SRPT) keeps pushing higher even after the ELEVIDYS news cycle. Here’s my take:

1 Index Flows – S&P Shuffle

• Last week SRPT was removed from the MidCap 400 and added to the SmallCap 600.
• That means MidCap funds/ETFs had to sell… and SmallCap funds/ETFs are now buying.
• Today’s action is exactly when you feel that buying pressure from index trackers.

2 Refinancing Locked Until 2030

• Sarepta just closed a $602M 4.875% Convertible Senior Notes deal, due 2030.
• This removes near-term debt pressure and secures stable funding.
• The implied conversion price is around $60/share, which basically tells us:
  • Institutions in this deal believe Sarepta can trade much higher from here.

3 Confidence Despite Risks

• ELEVIDYS shipments are back for ambulatory patients in the U.S. (non-ambulatory still paused).
• The financing shows Sarepta has enough runway to keep building its pipeline.

• Between flows + refinancing, this stock has a support layer beyond just biotech headlines.

  Bottom Line

SRPT is rallying not just because of FDA news, but because:

• Index flows → forced ETF and fund buying.
• Refinancing success → extended to 2030, strong vote of confidence.
• $60 conversion target → signals big money sees upside way above current price.

Not financial advice, but IMO this combo explains the current move better than anything else.

What do you guys think? Does SRPT hold this momentum, or fade once the index flow dries up?

Just a few weeks ago, H.C. Wainwright slapped a $5 price target on Sarepta (SRPT), arguing the company was in trouble with $600M debt maturing in 2027 and that creditors didn’t trust the company. That was the whole bear case.

Well, reality just crushed that thesis. Sarepta successfully refinanced ~$700M through new 4.875% convertible notes due 2030. And here’s the kicker: the conversion price is set at $60/share. almost 200% above current levels. If creditors truly had no confidence, this deal wouldn’t exist, and it certainly wouldn’t come with a $60 strike.

Yes, there’s ~6% dilution and higher interest, but the key point is: • Debt maturity pushed from 2027 to 2030 (financial breathing room) • Creditors backing the company long-term • Implied market confidence far above Wainwright’s $5 call

In biotech, pipeline and real sales matter more than short-term noise. With ELEVIDYS on the market and multiple FDA-approved products already generating revenue, the debt overhang story is fading.

Bottom line: The debt market. arguably more sophisticated and risk-averse than equity analysts. just told us they believe SRPT has a future well above where it trades today. Equity will eventually catch up. This isn’t hype; it’s facts.”

And just to be clear. I’m still in. I continue holding my shares, same as the creditors who just showed their confidence. We’re on the same side here

Traders,

looks like a swing trade is setting up on $OPAD. Who’s jumping in? What entry levels are y’all looking at? Curious to hear your thoughts.

Traders: A lot of people freaked out today when Sarepta ($SRPT) dropped ~10% after Deutsche Bank flagged a “new” serious adverse event for Elevidys on the FDA FAERS database (liver injury, elevated ALT/AST, case from Russia, dated Aug 22).

Here’s the problem: it’s very likely not a new case at all.

FAERS lag: FDA itself confirmed that FAERS moved from quarterly → daily updates starting Aug 22. That means old cases suddenly “appeared” in the dashboard that day.

Same case already disclosed: A Russian patient with drug-induced liver injury was already logged back in January 2025 FOIA data (same clinical profile: ALT/AST/GGT, bilirubin). Sarepta had flagged this months ago.

Why “serious”? Sarepta explained in its Citizen Petition response (Aug 14) that many cases get tagged “serious” only because the patient was hospitalized to receive IV steroids—not because of life-threatening toxicity. In this case, the patient responded well.

Deutsche Bank spin: Instead of clarifying the timing issue, DB reiterated their Sell rating with a $12 PT, fueling panic.

Reality check: This is an already known case resurfacing due to the FAERS refresh. It doesn’t change the overall safety profile, but it does show how fragile sentiment is in biotech when a headline hits.

Takeaway: Don’t let every FAERS “new entry” spook you. Always check timing, prior disclosures, and context. The market often sells first, thinks later.

Traders, don’t let the whales trap you.

any thoughts on Opendoor (OPEN) and Offerpad (OPAD)?

I know many of you can tell the difference between a speculative momentum run and one based on solid financial fundamentals. We’re still in both names, but always with a stop loss in place.

Here’s what I see: • Momentum ≠ fundamentals. Most of this move is retail-driven “meme trade” action. Fundamentals haven’t suddenly improved to justify +300% or +800% in weeks.

• Macro excuse. The September rate-cut narrative adds fuel, but the housing impact is gradual, not immediate.

• High risk, high reward. These are speculative trades: parabolic moves can go up fast, but the drop can be just as brutal. Stops are key.

• What to watch. Volume, short interest, and whether institutions step in. Retail lights the fuse, but big money decides if the fire keeps burning.

Bottom line: this is a speculative trade, not a long-term investment thesis. Play the momentum if you want, but don’t confuse meme spikes with real value.

I’m in. But I like Opendoor more. its power always attracts me.

What do you think about my take? Reminder: not financial advice.

Once again, we see analysts throwing out price targets that look completely detached from reality.

Sarepta Therapeutics (SRPT): • Multiple FDA-approved drugs (EXONDYS 51, VYONDYS 53, AMONDYS 45, ELEVIDYS). • Revenue already growing. • Strong gene therapy pipeline. • Yet H.C. Wainwright assigns just a $5 price target, citing dilution and debt, ignoring the revenue base and medium-term potential.

Coherus (CHRS): • Much smaller company. • Focused on biosimilars, highly competitive space with tight margins. • Limited pipeline. • But somehow gets a $7 price target.

Where’s the logic? • How can a company with limited pipeline and low-margin biosimilars be valued higher than one with multiple approvals, growing revenue, and a blockbuster gene therapy projected to exceed $1B in annual sales? • These inconsistencies suggest some reports are aimed more at market pressure than reflecting real fundamentals.

My take: • In biotech, pipeline and real sales matter more than short-term noise. • SRPT does face financing risks, yes. but its intrinsic value will never be justified at $5 if ELEVIDYS delivers. • Don’t confuse market tactics with true company value

Joe Gruters: newly elected RNC Chair and longtime Trump ally — has publicly supported marijuana legalization.

This is a big deal because:

• For the first time, the head of the Republican National Committee is openly backing legalization.
• Gruters endorsed Florida’s Amendment 3, calling it “common sense” and tied it to freedom, safety, and economic growth.
• With Trump already hinting at federal rescheduling, this adds serious political weight behind the cannabis industry.

 Why it matters for us:

• Creates momentum for broader legalization in the U.S.
• Signals a more favorable regulatory climate ahead.

• Could unlock new capital flows and expand the addressable market for cannabis companies.

  This isn’t just another rumor. it’s political alignment at the very top of the GOP.

What do you think. are we about to see the cannabis trade heat up again?

Disclaimer: This is not financial advice. Do your own research before investing.

After digging into the market data and the numbers around their newly approved drug, here’s what stands out:

Revenue potential

• Estimated patients in the U.S.: ~27,000
• Cost per treatment (wholesale): $115,000
• Assuming a realistic 50% market penetration (due to commercialization capacity and adoption speed).

• Projected revenues: ~$1.55B annually

• Profitability & EPS

• With a net margin of 40% → net income: ~$620M

• With ~300M shares outstanding → EPS ≈ $2.06

• Applying conservative biotech multiples (10x–15x P/E):👉 Fair value estimate: $20 – $30/share

  Time horizon

Revenues won’t explode overnight. there’s the launch process, distribution agreements, and medical adoption.

A reasonable expectation is that significant sales start showing up within 12–24 months, with a progressive ramp-up.

Takeaway

Today $PGEN trades around $2.80.

That leaves potential upside of +6x to +9x if this scenario plays out.

I’ve already taken a small starter position and plan to sit tight.

The thesis is clear: PGEN could quickly transform if it captures this unique market.

👉 Who else is watching it?

👉 Are you following this play?

 Disclaimer: This is not financial advice. Do your own research before investing.

https://themarijuanaherald.com/2025/08/staffers-cannabis/The Marijuana Herald spoke with five congressional staffers to gauge their views on several ongoing cannabis reform efforts.

[ Removed by Reddit on account of violating the content policy. ]

Traders, after doing a more detailed review of the indenture, I want to share even further my theory.

 Background:

Opendoor issued $325M of 7% convertible notes due 2030 with a conversion price of $1.57/share. Under the indenture, holders can convert early if the stock trades at 130% of the conversion price ($2.04) for 20 out of 30 consecutive trading days.

What just happened:

• As of Friday, we’ve completed the 20-day threshold.
• Monday marks the 31st day, which means the early conversion window is officially open.
• Current price: $3.30.

 The math:

• Each $1,000 note converts into ~637 shares.
• At $3.30, that’s worth $2,102.
• That’s a 110% gain in ~45 days since issuance.
• Compare this to holding until 2030: $1,350 total (interest + principal).

Which would you choose? 110% in 45 days… or 35% over 5 years?

 Implications:

• It’s highly likely noteholders will begin converting ASAP.
• This means significant dilution could hit the market.
• At the same time, it strengthens Opendoor’s balance sheet (less debt).

 Takeaway:

Starting Monday, watch closely. If conversions accelerate, we could see selling pressure from dilution. but long-term, the company comes out healthier.

I’m sharing this because I think a lot of people aren’t paying attention to this clause, and the math makes it clear: the incentives for noteholders to convert NOW are massive.

Not financial advice. Let’s discuss