Altimmune (ALT) just closed a big $225M oversubscribed funding round in late April, giving the company a solid runway to push its lead drug pemvidutide into Phase 3 for MASH. With Q1 earnings coming up on May 13, the stock looks primed for a bounce back toward the $5–6 zone as the financing overhang clears and investors focus on the upcoming catalysts. Smart money (RA Capital, Viking, Deep Track, etc.) piled in for a reason — they see real potential in this dual-agonist for liver and metabolic diseases. Classic early-stage biotech setup: high risk, but the capital injection removes a major worry and sets up the next leg higher if the data delivers.”
Short, straightforward, and realistic no hype, just the setup.
4k on May 15 2.5 C
Well it’s a refinery also the bot says this but I don’t know if it’s considering context
MPC (Marathon Petroleum) Earnings Summary
Stock vs. normal
∙ Current: ~$238
∙ 52-week range: $133–$255.77 — sitting at ~90% of range, ~7% off ATH
∙ +60% over past year
∙ Analyst avg PT: $249 (~5% upside) — recent raises (Morgan Stanley to $233 from $200)
∙ Dividend: $1.00 quarterly declared April 29 (~1.7% yield)
Last earnings (Q4 2025, Feb 3, 2026)
∙ Adj EPS: $4.07 vs $2.72-2.73 est — massive beat (+49.63%)
∙ vs. $0.77 prior-year quarter
∙ Adj EBITDA: ~$3.5B (Q4), ~$12B FY2025 — Q4 +$1.4B YoY
∙ FY2025 cash from ops: $8.3B; $4.5B returned to shareholders
∙ Driven by stronger refining margins + 4.9% YoY decline in costs
2026 guide (issued at Feb print)
∙ $700M refining capex (-20% from 2025)
∙ Continued capital discipline
∙ Reduced spend with high utilization
Q1 2026 setup (May 5 BMO)
∙ EPS estimate: $2.00 (different sources show $0.92 to $2.00 — wide spread suggests big uncertainty)
∙ Revenue estimate: $33.88B
∙ Crack spread tailwind: oil up ~70% since Feb 28 (US-Iran), refiners benefit from elevated margins
∙ Backdrop: WTI volatility, summer driving season setup
Bye bye Spirit.
JetBlue is next.
Turns out low budget carrier airlines cannot take elevated fuel prices, caused by Iran war.
Even if the merger went thru back in 2024, they’d probably be in similar shape.
Their business model wasn’t designed to be able to handle any baseline cost increases, like fuel.
Meanwhile their CEO banked 950k last year with a 2million sign on bonus, and 2million retention bonus.
The CEO before that was paid something like 6.5million in 2024.
Corporate capitalistic greed/horse fuckery. Not perfect, largely messy.
C levels and up rewarded at the top for 2 corporate bankruptcies and now a failed business.
17,000 employees now filing unemployment and not sure how to pay their rent next month.
Calls...
Knowing these things are on the road and getting the kinks worked out and gas is near ATH prices.
Edit: and Pepsi zero is best soft drink ever