Curious as to why only 2/3 if we are looking out more than a year?  Of course none of my beeswax

I've been in.  Don't want to jinx it by overloading.  Learned that lesson way back so I try to stay somewhat diversified. Of course since diversification I have found that also means I end up having what I call a disaster du jour.  If we can eventually get UNCY up around the avg analyst price target I will be quite happy. Good luck to us all. 

I agree JRoon. Denner is much, much younger than I so it is much much easier for him to wait.  But it makes sense.  Wait a couple of years and his returns goes up by what 500% by waiting. No brainer for him

Good news.  Hard to think that we run very far since we assume approval won't come until mid-year next.  Unless the FDA announces they were joking about the CRL!😀

Welcome back, I remember the name

No doubt. Of course we already have an approved drug. What frustrates is the time erosion of our IP, unless this new formulation does like Mighty Mouse and saves the day.

That would be nice but are we still writing off inventory? Notice HLS reported a 24% increase in V scripts. Pretty good but no generics up there.

Another bloodbath in the market this morning (at least in premarket) for almost everyone except us.

Had to jump in this morning. We are down 45% from recent high less than a month ago

Well this morning premarket might be the washout.  Down big in many names. 

Shorts had it right.  Company notified of a negative trend vote, but not formally declined - yet.  Stock cut in half so far

Not sure if today could be the final washout ( a number of stocks continued down after market but of course that could change by sun up). But I wonder because I heard that apparently the Administration is thinking of reducing and cutting back on the tariffs. Not sure that the market carnage spurred that on but apparently they are saying it might be the "Affordability" issue and they are trying to help with rising costs to consumers. That and of course maybe someone finally got through to the Admin that the SC may more than likely strike them down.

Fred, I found a pic of him with the Bombers, although there is no indication of what year.

https://www.facebook.com/groups/427276234305959/posts/524523074581274/

So many memorable Flyer moments, but one of my favorites, was when the Russians came to play the Flyers and the Flyers hit everything that moved and the Ruskies, skated off the ice vowing not to continue to play but they eventually did return.

Fred, I am not sure of your age, but I am just going to go along with the idea that you were familiar with the Flyers in their glory days.

Hence I assume you are familiar with Bernie Parent. I believe he passed away not too long ago.

Anyway, short story (sorry if not so short). I grew up in the eastern part of Montreal in a parish called Rosemount. There was a junior hockey team called the Rosemount Bombers. In 1963 - I was 11 at the time, my dad took me to a couple of playoff games that they played. Of course Bernie Parent was the goalie for the Bombers and they won the league playoffs. I believe they went on to lose in the provincial finals. But I remember he was stupendous in the games I saw. And, of course my handle here is based off of that team.

It seems though that most tech names being taken to the woodshed today. APP, IONQ, CIFR, CRDO, ALAB, etc., etc.,

Guess I should have stuck with my conviction that these high flyers in AI, tech, etc., would drop regardless of the interest rate cuts. Bought in a little too soon. FOMO bit me arse.

You and GolfStud are probably correct, but I might add that a significant increase in revenue (if that happens) might also help them to decide to do so. Of course if revenues rise and they wait too long to do the BB then they will be buying at higher prices.

Great earnings:   https://finance.yahoo.com/news/ondas-holdings-reports-record-third-130000481.html

There are a couple of angles on this.  First they have to use an accepted (by IRS) depreciation schedule for when filing their taxes. Then, of course there is a depreciation schedule (which can be slightly different) when compiling certain financial reports. An AI dissertation:

Not only that (which is on the FDA), but why does it take UNCY time to resubmit?  Didn't they make a copy of their application?  Just take the thing and hand it in again Sheesh

Always a search to assign a reason, but CiFR is down as well as IONQ so it could be a number of things. 

That is the way I see it as well.  Seems too logical to just schedule a reinspection of that facility that was found lacking in some respect. 

This is why power is such a key element here:
https://www.tomshardware.com/tech-industry/data-centers-in-nvidias-hometown-sit-idle-as-grid-struggles-to-keep-up

"According to a https://www.bloomberg.com/news/articles/2025-11-10/data-centers-in-nvidia-s-hometown-stand-empty-awaiting-power report, both projects are complete but idle, with no firm timeline for full energization. Digital Realty’s 430,000-square-foot site was built for 48 megawatts of critical load. Stack’s nearby SVY02A campus — also designed for 48 megawatts — includes its own substation and eight data halls. Together, they represent nearly 100 megawatts of capacity ready for servers, accelerators, and networking gear that cannot be switched on until the local grid catches up. According to the report, both "may sit empty for years."

Jim, on a slightly OT post. You mentioned being in VKTX. They had a good day and a good aftermarket tonight. But they were at a fireside chat the other day and this is what management said:

Jim, what would the stories be without the scars! Actually you give a recommendation wrt V or EPA.

A long, long time ago, long before V, my niece who was about 8 or 9 at the time received 4 huge long scratches to her face from a cat. In those days, I told her dad (brother who worked with me) to open up capsules of vitamin E and apply it every single day. She went on to be her high school gal of the year and no sign of what could have been terrible scars for a girl.

Don't worry.  He only asked for a wish, not a prayer. 

Saw on my Fidelity feed that 2 people ( I assume insiders) sold 80,000 and 25,0000 shares today. Many reasons why people sell so no way to feel that it means anything in particular.

How Microsoft deal could truly change how investors see IREN:

"IREN Ltd (IREN) has inked a GPU cloud contract with Microsoft Corp (MSFT) with "some attractive terms in the deal," according to Canaccord Genuity.
The IREN (IREN) Analyst: Analyst Joseph Vafi maintained a Buy rating, while raising the price target from $42 to $70.
The IREN Thesis: The deal with Microsoft (MSFT) includes a 20% prepayment to increase capital expenditure before revenues commence, Vafi said in the note.
Check out other analyst stock ratings.
The contract itself is estimated to generate a five-year levered IRR (return on investment for equity investors) of around 32%, the analyst stated.
"It should also be noted that our ~32% IRR calculation also comes after deducting ~$312 million in annual internal colocation fees," he wrote.
The GPU contract from Microsoft (MSFT) could pay for 50% of the capex to build the infrastructure at IREN's (IREN) Horizon datacenters, which would have "a long useful life afterward," Vafi said.
The contract is likely to "truly change the way investors and the industry view IREN (IREN)," the analyst further said.
IREN Price Action: Iren shares were down 1.80% at $61.26 at the time of publication on Monday, according to Benzinga Pro data.
Iren (IREN) operates in the highly competitive software sector, with a market cap of $17.37 billion and a P/E ratio of 35.85, suggesting robust growth expectations amid a backdrop of increasing digital transformation globally.
The stock’s 52-week range spans from a low of $5.12 to a high of $76.87, indicating significant volatility and investor interest, particularly as it approaches the upper end of this range, which may reflect market optimism about its long-term prospects."

Sleven, I hope it is a view that is dead wrong, but here is my thought process. 
First I need to say that this is Amarin, and for all the double digit years that I have been a shareholder only one or two positive things have ever happened to it. No need to elucidate all the bad luck, mismanagement, cutthroat competitors' attacks, that have beset us. 
We are talking EU here.  I believe the eligible population there for V's benefits wrt the CVD indication far outnumbers those for the indication that may come out from the EMT2 Leeds study.  The sp has not been rewarded for V's value there as a CVD med so how can I jump to the conclusion that it will for the cancer study.  Now, where my thought process could be grossly wrong is twofold:
First, the word cancer carries more heft and fear than CVD - heck almost everyone of age has CVD.  Secondly, there are not a bunch of markers that can be used to cause docs to prescribe V (unlike a high cholesterol test automatically makes the doc write a script for statins), but here if the specified cancer pops up and V turns up with great pfs numbers in the trial it could be one of the top things oncologists turn to.  
Ultimately who knows but just going by Amarin's track record and not wanting to get my hopes up too soon I will just wait to see

I don't have a gripe with anyone who thinks differently, but if results are simply posted on CT and Amarin makes no mention of it, then I see no more than a buck or two of movement in sp.  if Amarin announces the results AND what plans they have to bring the drug to patients within that indication, we could see much, much healthier gains.  I am ignorant in this but I am assuming they would need EU approval for the indication and then those dreaded reimbursement decisions.  With no DTC advertising there. 

Hey Kiwi do get all your leads from a list of stocks that are up over 1,000%?  Kidding aside I will take a peek.  

I could be very wrong (hope so), but even with good results, if the company does not comment on it and highlight what they will do with it (apply for approval in EU, or some sort of partnership deal for that indication in the EU even if through Recordati, etc) I worry that left alone it won't move the stock much.  

Anyone think CIFR could be another fabulous IREN or are the dynamics radically different?

Yeah notice thr rah rah rah here has died down since the sp has settled down.  Not really sure what to think if we get some good results from the colon cancer trial in Leeds.  Under the circumstance of good results I think it would require the company to come out with some aggressive plans for any indication related to that in the EU.  I haven't bought options for a long time because of potential dead times like this.  Also, some have speculated here that a SC denial for the writ would spur Hikma into possibly seeking a settlement but that does Amsrin no good.  They need to invalidate the patent in order to rid us of all the GVs. 

No chance to listen today so thanks Kiwi.  At the end of the day volume will be more than average, but like you say some here for BO could be cashing out.  What is it with this human ego of all these CEOs who think they can GIA?

This ridiculous market, so many stocks open up then crash.  

Thanks for posting.  Hoping he was telling the truth or else that could be lawsuit material

Thanks for posting.  Notice it is time stamped a little past 3pm so wonder if this could have something to do with the price surge late in the day and even in the aftermarket.  

They will first have to wait for country by country reimbursement decisions and of course overcome the fact that there is no DTC advertising permitted in the EU, before your suppositions come thru

Also not a direct refutation, but this adds to the idea that the mineral oil placebo in R-I was not instrumental in any way in the results. 

Results seem logical when looking at the fact that these patients were such a higher risk category.