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u/Equal_Dragonfruit_39

3 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$PSTVr/pennystocksTechnical Analysisbullish
u/Equal_Dragonfruit_39 · 347d ago2 prior · awaiting results

$PSTV Valuation [Part 2]

PSTV operates a diagnostics business (CNSide test) and Rx pipeline (REYOBIQ) for leptomeningeal metastatic cancers. Using conservative revenue assumptions and peer sales multiples (3-8x), the author values the company at $1.8B–$45.2B depending on scenario, with current market cap at ~$81M implying the stock is significantly undervalued. Near-term catalysts include UHC paid claims signals, Q3 earnings, and additional payer coverage announcements.

Now $3.87as of Sep 17, 4:30 PM ET
original post →
$PSTVr/pennystocksDDbullish
u/Equal_Dragonfruit_39 · 349d ago2 prior · awaiting results
Long PSTV

Why UNH partnered with $PSTV (and why all other payers will too) [PART 1]

UnitedHealthcare's partnership to cover CNSide's leptomeningeal disease assay creates a competitive domino effect: other major payers (Blues, Aetna, Cigna, Humana, HCSC) will likely follow within 6-18 months due to risk-adjustment economics (40k/year uplift per case vs. 3k test cost) and competitive pressure. PSTV is the sole provider of this test, positioning it to capture massive TAM expansion across Medicare Advantage and ACA exchange markets.

Now $3.87as of Sep 17, 4:30 PM ET
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$ATCHr/pennystocksDDbullish
u/Equal_Dragonfruit_39 · 358d ago2 prior · awaiting results

$ATCH – The Hidden Value Lever

AtlasClear's stock loan business is rapidly growing (15% of revenue in July, outperforming in August) with 65% margins versus 8.7% legacy margins. The September 29 10-K will understate the true forward earnings power since stock loan acceleration began only in late June; under reasonable scenarios (15-20% stock loan penetration), net income could double to $2.6-3.2M, implying $2-5/share over 12 months depending on margin assumptions and debt paydown.

Now $0.17as of Sep 17, 4:30 PM ET
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End of results.