PHARM.Dabbler
@PharmDabbler
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Clinical pharmacist PharmD, BCPS | Not advice, just my opinions and a lot of dabble about Biotech | Tech | Defi
Austin, TX
Joined September 2019
9/19/25 Holdings update CORE: $TSLA $MEDP $VOO $VGT $UNH $COIN $NET Biotech/Med dabble: $VKTX $MREO $PDSB $TMDX Successful Portfolio Bio Buyouts: $TRIL (‘21) $MYOV (‘22) $HZNP (‘23) $NARI (‘25) Growth/Tech dabble: $UPST $JOBY $AMD $TTD $FOUR $HOOD Defi dabble: $BTC $ETH
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Trump puts extra 100% tariff on China imports, adds export controls on ‘critical software’ - CNBC
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WELCOME TO THE STOCK MARKET - Where Trump could say something and $SPY wipes out a month worth of gains in one day
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Leaving for Japan 🇯🇵 tomorrow morning for the next 10 days or so. I’ll be on and off on here all next week. Much needed time off. Anyone have any ‘must try’ foods at 7/11? I’ll be making it my first stop. 😂
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Buying bitcoin? Easy. Explaining it to Grandma? That’s the real test 👵 We hit the streets of Chicago to see how it's done ↓
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Morning rug pull. Headline for the pull: “Trump says China becoming ‘hostile,’ cancels Xi meeting, threatens tariff hikes.” $SPX $NASDAQ $DJIA
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🚨 ATTN. New Jersey: MIKIE SHERRILL… - Refuses to commit that she won’t raise New Jersey’s sales tax. - Her plan will “cost you an arm and a leg, but if you’re a good person, YOU’LL DO IT.” As Governor, Mikie Sherrill will make YOU PAY! Vote AGAINST her on 11/4.
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$JOBY Announces Closing of Offering of Common Stock and Full Exercise of Underwriters’ Option to Purchase Additional Shares - Underwriter’s full exercise of option brings gross proceeds to approximately $591M
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$COIN Nice little Coinbase1 credit card ad as I open the app today. Glad to see it. I’ve personally had the card for a little over a month and love the passive income in $BTC rewards. More ppl should be aware of it. 💯
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$PEP +4% on the day. Top undervalued name here. See continued upside ahead. $UNH $UPS $PEP Remain top undervalued conviction plays heading into 2026. Nice income generation as an added perk 👌
Favorite undervalued names with continued great r/r and upside: - $PEP - Recent $4B Elliott Activist investment. - $UNH - Insiders, smart money, Buffet adding shares at these levels - $UPS - Insiders adding here, trading at 10 year lows. Great income generation with all
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$UPST Getting that nice bounce off ~$52 this morning. 😏 Eyes on it.
$UPST Wouldn’t be surprised to see a nice reversal off of $52 and some near term upside heading into earnings on 11/4/25. Company beat and raised guidance in Q2. Eyes on it leading into 11/4 👀
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Israel, Hamas reach agreement on ‘first phase’ of plan to stop fighting, release hostages and prisoners. - CNBC
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$UPST Wouldn’t be surprised to see a nice reversal off of $52 and some near term upside heading into earnings on 11/4/25. Company beat and raised guidance in Q2. Eyes on it leading into 11/4 👀
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$UPST to Announce Third Quarter 2025 Results on 11/4/25 after hours.
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$VKTX *Update Currently sitting at $34 share and ~$3.8B MC. - Cash balance ~$807M • VK2735 inj obesity/diabetes candidate in two Ph3 trials • VK2809 in NASH Ph3 initiation TBD • Potential best in class Oral Dual GLP1/GIP agonist candidate. - Manufacturing partnership
$VKTX *Update Currently sitting at $35 share and ~$3.9B MC. - Cash balance ~$808M • VK2735 inj obesity/diabetes candidate in two Ph3 trials • VK2809 in NASH Ph3 initiation TBD • Potential best in class Oral Dual GLP1/GIP agonist candidate currently in 13 week Ph2 trial
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$VKTX Momentum off lows continuing. Eyes on ~$40 gap fill area.
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