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Metlife Inc

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Met her once. She a freak
Never met a smart person that used RDDT.
Never met a Brent i liked
"You are literally being given a $500 billion growth engine for free because the clowns on Wall Street are too lazy to read a 10-Q" Dude, I hate wall street fucks, but they are some of the smartest most sly dudes I've ever met. They live and breath for money. They would sell their grandma's jewels if it means a nice bonus and a handy from their boss. You might be right it's being underpriced partially but you saying this makes me not trust your entire post.
The real omens are the hindenburgs we met along the way
has it really been met? https://preview.redd.it/ugezh7vvtdyf1.png?width=662&format=png&auto=webp&s=4ebb28a48d9f89574e802ed266aaef5109ff5e60
The real hindenburgs are the omens we met along the way
Altimmune ($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).
Imagine finally getting your hand down your best bros pants just to be met with a warm handshake…. Awkward.
It's incremental. 12 progessively more ambitious milestones available over a 10year period to hit all incentives. Elon would receive a 35M $TSLA share tranche for each milestone met. Milestones have two components: 1) market cap milestones (starting at a TSLA $2T market cap - in $500B incriments, up to $8.5T cap); **plus** 2) a new operation milestone. Operational milestones are used only once - he has to hit a new one for the next tranche. Op max milestones are ambitious: 1M AI robot deliveries, 1M robotaxis delivered, 10M FSD's, 20M vehicle deliveries. (Looking at the pdf, the operational meterics weren't as clear as I'd like.) A 5 year holding period on each stock tranche.
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