UPDATE: Helus Pharma (HELP) - Izzy Englander Buys the Dip

Mar 28, 2026

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Context: A few weeks ago, Helus released heavily massaged “pooled” Phase 2 data for HLP004, and the stock cratered from $8.52 down to $5.25 as the company likely tapped its $100M ATM facility. The question on everyone’s mind has been: did the smart money flee the sinking ship, or did they buy the dip?

This week’s SEC filings gave us an answer. While retail investors panicked, one of Wall Street’s most ruthless hedge funds was quietly accumulating a massive position.

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