Rockets and Duds: Week 25 - June 23, 2025

Chris White Jun 23, 2025
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5i Research Weekly Rockets and Duds

This week's 5i Research Rockets 🚀🚀🚀 and Duds 🚫🚫🚫 


 

Sarepta Therapeutics SRPT 🚫🚫🚫🚫 Sarepta was on the 'Duds' list about a month ago, on negative news in a drug trial. Shares plunged another 44% last week after the company reported a death, the second, in its trials of the drug Elevidys, for the treatment of Muscular Dystrophy. The FDA noted last week it now has 'the highest level of concern' on the trial. The company, which once had a market cap of $17 billion, is now worth barely $2 billion, since having patients die in a drug trial, of course, is the exact opposite of what is supposed to happen.
 
SunRun Inc. RUN 🚫🚫🚫 Lights out. Investors decided to 'run' away from SunRun's shares last week, sending shares down 38% after Trump's sweeping tax and spending bill proposed to phase out solar tax credits by 2028. The whole solar sector plunged again, even though the prior plunge in May was more or less related to the same thing--concerns on tax credits.
 
TMC The Metals Company Inc.TMC 🚀🚀🚀 How long can you hold your breath underwater? Deep-sea mining company TMC rose 51% last week as US President Trump has moved to support deep-sea mining of critical minerals. TMC also recently raised capital to support its underwater endeavours. Shares of the company--which still has no reported revenue--are up close to 500% this year, bringing market cap to $2.4 billion. 
 
Oscar Health Inc. OSCR 🚀🚀🚀  OSCR is a rapidly-growing healthcare insurance company, using AI to set prices. It is a very popular stock on social media channels, and fundamentals look good as well. It rose 52% last week but there wasn't any particularly noteworthy news. But, its first-quarter results were solid, and it did raise 2025 guidance in May. 
 
SS Innovations Inc. SSII 🚀🚀🚀 Do androids dream of electric sheep? Does a robot surgeon have good bedside manners? Investors in SS Innovations didn't wait around for the answers to these questions last week, driving up SSII 95% on news of the first robotic cardiac surgery in the Americas and Western Hemisphere, successfully performed using the company's SSi Mantra 3 surgical robotic system. Despite the big gain, shares are still down 12% for the year, but up 97% now over 52 weeks.
 
Take Care,
Peter's Signature

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Analysts of 5i Research responsible for this report do not have a financial or other interest in securities mentioned. The i2i Fund has a financial or other interest in OSCR.

 

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