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Sphere 3D Corp

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About Sphere 3D Corp

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I have a job. I can't afford any fast food anymore.
Holy shit. It's Chad Dickens. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
If Amazon hits $260 I’ll buy you any crush you want
Holy shit. It's Chad Dickens. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
Altimmune ($ALT) — Near-term catalysts in MASH; 48-week readout and FDA meeting on deck Altimmune’s dual GLP-1/glucagon agonist pemvidutide has positive 24-week Phase 2b data in MASH with weight loss and strong NIT signals. Near-term catalysts include: (1) Q3 results + business update on 6 Nov 2025, (2) AASLD late-breaking oral/poster the same week, and (3) 48-week IMPACT data in Q4 2025, followed by an End-of-Phase-2 (EOP2) FDA meeting targeted for Q4 2025. Cash was $183.1m (30 Jun 2025). Watch short-interest dynamics and the Phase 3 path in MASH.  Investment thesis (biotech-focused, medium risk) Clinical signal: At 24 weeks, pemvidutide met the primary endpoint (MASH resolution without fibrosis worsening) with up to 59.1% response in ITT analysis, alongside meaningful weight loss and improvements on NITs (e.g., ELF, VCTE, cT1). These markers support anti-inflammatory and anti-fibrotic activity pending biopsy-based confirmation at 48 weeks.   What’s different: Company secured late-breaking slots at AASLD 2025 (oral + poster) for 24-week data, a credibility signal in liver circles, and guides to 48-week IMPACT data in Q4 2025 (weight, NITs, safety).   Execution adds up: Altimmune scheduled Q3 results and business update on 6 Nov 2025; management recently strengthened clinical leadership by appointing Christophe Arbet-Engels, M.D., PhD as CMO to steer Phase 3 in MASH.   Near-term catalysts (dated) 6 Nov 2025 (Thu): Q3 results & business update call (watch for Phase 3 colour, 48-week timing, cash runway commentary).   7–11 Nov 2025: AASLD The Liver Meeting late-breaking oral + poster on 24-week IMPACT data; expect slides/posters on the IR site.   Q4 2025: 48-week IMPACT readout (weight loss trajectory, NITs, safety; biopsy subset/AI fibrosis analyses may be discussed). Company also targets EOP2 FDA meeting in Q4 2025 to align Phase 3.   Balance sheet & ownership watch-outs Cash: $183.1m as of 30 June 2025; net loss $22.1m for Q2. Provides a cushion into 2026, but Phase 3 will be capital-intensive—monitor financing overhang.   Short interest: As of 15 Oct 2025, reported short interest around 21.5m shares (down vs end-Sept). Any data surprise can move borrow/price quickly.   Pipeline context (beyond MASH) Obesity: EOP2 meeting for obesity completed previously; programme remains a strategic option post-MASH clarity.   Adjacencies (liver/behavioural): RECLAIM (AUD) and RESTORE (ALD) Phase 2 trials initiated in 2025 - optionality if MASH succeeds.   Key risks Biopsy-level uncertainty: 24-week signals are strong, but regulators care about biopsy endpoints and longer-term safety; 48-week data are the inflection.   Funding/di­lution: Advancing to MASH Phase 3 likely requires more capital. Watch the Q3 call and subsequent filings.   Competitive landscape: GLP-1s and emerging MASH agents are crowded fields; differentiation on efficacy/tolerability, fibrosis impact, and combo potential will matter (AASLD discussion will help).
Starlink dish service will be fine. Anyone who needs/wants high speed broadband e.g. hundreds of mbps will need a dish. So Starlink, and eventually Kuiper, will provide that. ASTS and Starlink D2C are different. This type of service fills coverage gaps and provides a level of speed that will likely be good enough for some percentage of people. Especially if you can run your phone as a hotspot via satellite. But D2C is limited in supply. It's a function of capacity (supply) and demand. Supply is dictated by spectrum and by extension spectral efficiency. SpaceX and ASTS are the only two companies that have any real plans to scale D2C to broadband levels.
If google’s earnings rise was any indication, you should close out calls at open asap and maybe trim the shares to see if there’ll be a re entry after the first 30-hr
Well, I, for one, would NEVER hope you get hit by a bus. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
Any chance AI actually delivers on the productivity gains and we pump into infinity?
Michael Burry responded to my craigslist ad looking for someone to mow my lawn. "$30 is $30", he said as he continued to mow what was clearly the wrong yard. My neighbor and I shouted at him but he was already wearing muffs. Focused dude. He attached a phone mount onto the handle of his push mower. I was able to sneak a peek and he was browsing Zillow listings in central Wyoming. He wouldn't stop cackling. That is to say, Burry has his fingers in a lot of pies. He makes sure his name is in all the conversations. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
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