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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending due to reported strong revenue growth and expanded global approvals for its ANKTIVA cancer therapies, fueling intense community discussion about a potential short squeeze and the long-term value of its treatments.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike faces intense selling pressure amidst broader cybersecurity sector concerns, driven by market fears that new AI tools, like Anthropic's offering, threaten traditional security platforms. However, many in the community contend that these fears are overblown, asserting that AI will enhance, not replace, CrowdStrike's established AI-native endpoint and cloud protection.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending following FDA approval for BYSANTI in bipolar I disorder and schizophrenia, a New Chemical Entity with patent protection extending to 2044. The community is actively discussing the company's significant undervaluation, anticipating a major re-rating or potential buyout interest from big pharma, especially with its recent second drug approval and a robust pipeline.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following positive topline Phase 2 S-OLARIS trial results for sonelokimab in axial spondyloarthritis, which showcased potential disease-modifying effects and best-in-class efficacy, alongside a robust cash position and an anticipated Investor Day. The community is buzzing about the stock's significant undervaluation and its "game-changing" potential across multiple indications, leading to expectations of a major market re-rating.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF is trending amidst an intense debate over whether AI innovations, notably from Anthropic's Claude, signal an "AI apocalypse" for traditional SaaS, or if the severe sell-off represents a capitulation-driven buying opportunity. Despite record short interest and concerns over disruption, many argue the sector is technically oversold and fundamentally resilient against the perceived threat.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending following disappointing trial results for its next-generation obesity drug, CagriSema, which showed less weight loss than Eli Lilly's competing treatment. This has spurred community debate, with some declaring Eli Lilly the clear GLP-1 leader while others argue the market is overreacting, highlighting Novo Nordisk's oral Wegovy pill and current valuation as a buying opportunity.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian ($TEAM) is trending amid widespread market fear surrounding AI disruption, particularly concerning tools like Anthropic's Claude potentially displacing established software, fueling a significant sector-wide sell-off despite the company's recent solid earnings. Community sentiment is deeply divided, with some investors fearing a 'SaaSpocalypse' while others see a generational buying opportunity in the oversold stock.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending due to excitement over its consistent record-breaking battery swap figures and recent indications of adjusted operating profitability, driving bullish calls for a major price breakout. The community is actively debating whether these positive developments will overcome persistent market skepticism and perceived manipulation, further fueled by discussions around US tariff changes on Chinese goods.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is trending due to its transformative all-stock acquisition of Valaris, poised to create a dominant offshore drilling powerhouse with expanded backlog and significant synergies. The community is buzzing with excitement over this strategic move and anticipating strong Q4 earnings, fueling expectations for substantial upside and a potential short squeeze in a revitalized energy sector.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing significant volatility and trading at multi-year lows, driven by investor fears that emerging AI security tools could disrupt its cloud-based model. However, many in the community contend the sell-off is an unjustified overreaction ahead of the company's anticipated earnings.

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$SRPT The patent for cultured host cells expired November 12, 2022.  Sarepta Therapeutics’ Elevidys received its first FDA approval on June 22, 2023.  Since Serepta did not earn any revenue prior to the expiration of the patent, on what basis could they be sued for damages by Regenxbio?  
 
Regenxbio has requested more than $900 million in damages in the case.

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Paul Jung

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Sarepta Therapeutics Inc

 The patent for cultured host cells expired November 12, 2022.  Sarepta Therapeutics’ Elevidys received its first FDA approval on June 22, 2023.  Since Serepta did not earn any revenue prior to the expiration of the patent, on what basis could they be sued for damages by Regenxbio?  
 
Regenxbio has requested more than $900 million in damages in the case.

TG Therapeutics Inc

Jeff Brockway

@txctjeb1 

Likely zero damages for Sarepta.

Max damage award could be in the 50-100m range.

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Likely zero damages for Sarepta.

Max damage award could be in the 50-100m range.

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Capricor Therapeutics Inc

Roche Holdings AG ADR

Metsera Inc

Initiator1

@txctjeb1 Grok: Sarepta&#39;s chances of completely avoiding material liability have dropped from strong (post-2024 invalidity win) to moderate-to-low in the short/medium term. The case is far from over—Sarepta can still prevail on non-infringement (e.g., if Elevidys production didn&#39;t use the exact claimed host cells/methods), invalidity on other grounds (e.g., § 102/103 obviousness, which wasn&#39;t the basis for the prior dismissal), or negotiate a settlement (common in biotech disputes, especially with Regenxbio&#39;s own DMD candidate in development).

Best case for Sarepta (~30-40%?): District court finds no infringement or low damages (e.g., tens of millions, as some pre-reversal speculation suggested), or settlement at a discount. 
Base case (~40-50%?): Prolonged litigation with some settlement or moderate damages award (e.g., $100-300M range, accounting for the patent&#39;s expired status and manufacturing focus). 
Worst case (~20-30%?): Higher damages if infringement is proven.

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 Grok: Sarepta's chances of completely avoiding material liability have dropped from strong (post-2024 invalidity win) to moderate-to-low in the short/medium term. The case is far from over—Sarepta can still prevail on non-infringement (e.g., if Elevidys production didn't use the exact claimed host cells/methods), invalidity on other grounds (e.g., § 102/103 obviousness, which wasn't the basis for the prior dismissal), or negotiate a settlement (common in biotech disputes, especially with Regenxbio's own DMD candidate in development).

Best case for Sarepta (~30-40%?): District court finds no infringement or low damages (e.g., tens of millions, as some pre-reversal speculation suggested), or settlement at a discount. 
Base case (~40-50%?): Prolonged litigation with some settlement or moderate damages award (e.g., $100-300M range, accounting for the patent's expired status and manufacturing focus). 
Worst case (~20-30%?): Higher damages if infringement is proven.