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rubicon59 Profile picture
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12 Jul, 4 tweets, 1 min read
Jonas talks about $RFL in a 2018 interview. Very enlightening. Rafael starts at min 8:30.
"Immuno-oncology is the flavor of the month. Very expensive. Doesn't usually work."
"We would like to corner the field (on cancer metabolism treatment)"
"I think that's how cancer will be cured. I've seen under the electron microscope how cancer mitochondria just self-immolate without touching any other cells."

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More from @rubicon59

rubicon59 Profile picture
8 Feb
+40% on just this news. A new cryoto-based synthetic-asset trading exchange. Up 5x in 25 days. 👀 $LINA
Already $4.6b daily trading volume on the $LINA synthetics exchange. Still a fraction of valuation of $SNX that has $25b volume, but gaining fast.
"m" not "b" daily volume.
Read 11 tweets
rubicon59 Profile picture
3 Jan
Is $RFL the next Jonas StraightPath-like home run? Two cancer drugs in expedited-FDA-review status for a Q1 decision. Market size for Pancreatic approval alone could 10x the stock. 65%-approval chance each (FDA stats.) More Jonas magic possible? Or could be nothing....
$RFL$22/sh now. $200-$3,000 possible
- if Pancreatic drug approved this quarter (65% odds) & likely becomes standard of care.
- A typical Jonas set up. (I recall Net2phone $ Straightpath.)
With two fast-tracked drugs for FDA approval, 65% chance each this quarter, the EV on this one seems off-the-chart $RFL
Read 53 tweets
rubicon59 Profile picture
30 Dec 20
$FSRV - a very promising SPAC. A hypergowth play for a key position in ecommerce payments. Oddly cheap.
Is Affirm, a Levchin’s “BNPL” hypergrower, gonna go public? S1 filed.
Has anyone done any work on the name?
Read 30 tweets
rubicon59 Profile picture
16 Apr 20
Future PLC ( #futr ). Another great UK rollup compounder. 50%-CAGR. Now cheap. But, boy, an ad-based business model now?
Another day, another 50% cagr/share. IDK how #FUTR does it, but they do. 👍H1 results, esp for an ad-based business. Outlook seems fine despite virus. investegate.co.uk/future-plc--fu…
Results are so good vs price, this is either a fraud or a steal. #FUTR
Read 68 tweets

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