MW sometimes is directionally long. $MFG.CN is one of our holdings, and we’re pleased by this news.

Today is $DLO Investor Day. For those DLO investors still clinging to hope, try to get DLO to provide clear, substantive, and detailed answers to these questions. They almost certainly won't, but that'll tell you everything you need to know.

Friday $DLO issued an angry press release denying being investigated by Argentina for illegal FX movements. Yesterday Sergio F clarified to Reuters there is an “information request” (with a 6/6 deadline). Of course DLO has issued no new PR. DLO is a fraud

For the $MMTLP crowd, you'll be happy to learn that Ken Griffen only won two awards, and neither was Krista's.

One might wonder HOW Nigeria has suddenly come to be so important to $DLO. It's a fraud, so the more important question is "WHY?" Here's one likely reason-Argentina investigating DLO for illegally circumventing exchange controls on at least $400 mm

How much alien AUM is currently invested, and how much is still on the sidelines?

Making it even harder for $KDNY atrasentan to get FDA approval is a competing drug, sparsentan, has exclusive orphan drug approval. Atrasentan would have to show it is more efficacious and/or safer. Comparing trial data, atrasentan seems to be inferior

AbbVie and now $KDNY obscure the trial data by a) distorting time periods on charts, b) using a composite endpoint that combines negative and positive outcomes, and c) cherry picking data to give the impressions of efficacy and safety

Atrasentan shows no sign of renal repair. Trial data show in our view $KDNY biomarker effects are hemodynamic effect (dilution), which lowered UACR. Post treatment, UACR converged with placebo. Systolic BP converged during treatment. Anemia stat sig higher

MW is short $KDNY. We believe its lead drug, atrasentan, will never get FDA approval. Trial data have shown it's a) inefficacious and b) increases cardiac and mortality risks. AbbVie and KDNY have manipulated and misrepresented trial data to conceal

MW will be dropping our new short tomorrow morning on @zer0estv

Based solely on kicking us out, it’s inevitable.

China’s getting to be as investable as DPRK, locking down even mundane corp data. Enormous in-place investment industry infrastructure will still try to channel investors’ money to China on the principle that “no news is good news”

E verybody S crews G overnment

Can it ever get darker than just MBS & Saudi???