Jim Liew

FDA

The Only Drug in Town: TVTX Just Won FDA Monopoly on a Rare Kidney Disease

Apr 16, 2026

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5 min read

The Only Drug in Town: TVTX Just Won FDA Monopoly on a Rare Kidney Disease

FILSPARI is the first and only approved treatment for FSGS. Six analysts upgraded in 48 hours. The institutional re-rating wave is just starting. Issue #3 · TVTX · 76/100.

Jim Liew

options

The $35 Billion Carrot: Why Ryan Cohen Has to Swing

Apr 15, 2026

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9 min read

The $35 Billion Carrot: Why Ryan Cohen Has to Swing

GameStop (GME): $5.2B net cash, a CEO paid nothing unless he 10x's the stock, and a binary deal catalyst

Jim Liew

earnings

ZION Into the Q1 Print: A Tighter Trade, An Honest One

Apr 14, 2026

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8 min read

ZION Into the Q1 Print: A Tighter Trade, An Honest One

The discount closed faster than our thesis expected. Here's what we still see — and why we're publishing at 70/100 below our own gate. Issue #1 · ZION · April 20 earnings.

Jim Liew

Jim Liew

The Only Drug in Town: TVTX Just Won FDA Monopoly on a Rare Kidney Disease

The $35 Billion Carrot: Why Ryan Cohen Has to Swing

ZION Into the Q1 Print: A Tighter Trade, An Honest One

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