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@A_May_MD Avatar @A_May_MD Adam May

Adam May posts on X about $abvx, $lly, $janx, $qure the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $abvx #2, $lly #175, $janx #3, $qure #7, $xbi #43, $cdtx #4, $kymr #4, buying #45, hedging #221, money XXX%

Top accounts mentioned or mentioned by @xanjvol @fwcweather @charle77238 @houndcl @tallnfat @financebully @gb21067283 @pawcio2009 @sanctuarybio @pickingmyown @byebyegoodguy @hannibalspeaks @2035bio @tg000gt @abigubifooty @chrisintroy @rjccapital @snupsnus @biopharmiq @mm3915038575333

Top assets mentioned Eli Lilly and Company (LLY) Janux Therapeutics, Inc. Common Stock (JANX) uniQure N.V. (QURE) Bitcoin Incognito (XBI) Cidara Therapeutics, Inc. (CDTX) Kymera Therapeutics, Inc. Common Stock (KYMR) Novo-Nordisk (NVO) AbbVie Inc (ABBV) Praxis Precision Medicines, Inc. Common Stock (PRAX) Viking Therapeutics, Inc (VKTX) Bitcoin (BTC) Strategy (MSTR) ARK Innovation ETF (ARKK) Intellia Therapeutics, Inc (NTLA) Johnson & Johnson (JNJ) Klaydice (DICE) Pfizer, Inc. (PFE) Metsera, Inc. Common Stock (MTSR) Cytokinetics Inc. (CYTK) Merck & Co., Inc. (MRK) Apogee Therapeutics, Inc. Common Stock (APGE)

Top Social Posts

Top posts by engagements in the last XX hours

"Covered $JANX. +30% in XX hours. Good example of when following the conference call closely paid off. When they put up the first swimmer plot you could quickly calculate PSA50/90 (which had not yet been disclosed) from the Y axis and know that PSA data werent going to save the day"
X Link 2025-12-02T19:10Z 19.1K followers, 31.9K engagements

"When drugs start working in neuro conditions that drugs dont work in $QURE $PRAX"
X Link 2025-10-16T11:44Z 19K followers, 33.7K engagements

"Pretty sure $LLY Dave Ricks just told me to lever up on small cap biotechs 🤷🏻♂ $XBI 🚀"
X Link 2025-11-11T22:02Z 19K followers, 22.1K engagements

"Pretty sure $LLY Dave Ricks just told me to dump $VKTX 🤷🏻♂"
X Link 2025-11-11T22:09Z 19K followers, 14.9K engagements

"Cathie and Mike are going to be duking it out over the title for Most investor value ever destroyed. Incredible to witness. $ARKK $ARKG $BTC $MSTR"
X Link 2025-11-21T14:55Z 19K followers, 24.6K engagements

"@junktradeaim @bioinvestor24 @Justin_McD01 Dumped to to short $NTLA"
X Link 2025-11-25T19:38Z 19K followers, 1251 engagements

"@XanjVol @Gb21067283 A spread has X legs. Wheres the 2nd leg"
X Link 2025-12-10T01:15Z 19.1K followers, XXX engagements

"$155 for $CDTX was the stab in the dark guess of a man who was deeply scarred by the last X years of vicious biotech bear market 😅 That said the actual bid of $XXXXXX is an INCREDIBLE premium for $CDTX. Biotech M&A is on the hottest streak Ive ever seen not only in terms of volume of deals but also the premiums they are fetching. Consensus M&A names are going like hotcakes and literal post-tender offer bidding wars are erupting ( $MTSR and now $AVDL today) Those have always seemed like a myth/legend to me and we have been in X of them this month alone Ive never seen this in biotech. I might"
X Link 2025-11-14T13:17Z 19.1K followers, 61K engagements

"@2035Bio $JNJ is a front runner runner to go for $ABVX for sure. Of course $LLY has a $MORF sized hole that $ABVX could more than fill and Id bet my bottom dollar theyve got their own oral IL-23 program cooking from the $DICE acquisition as we speak"
X Link 2025-12-03T22:19Z 19.1K followers, 2152 engagements

"Denmark preparing to mobilize its North American Expeditionary Mergers & Acquisitions Force to the $PFE front in NY while concurrently monitoring the $LLY front's quarterly intelligence briefing coming out of Indianapolis this morning. Trump admin preparing federal funding to boost $PFE's $MTSR CVR offer in gambit to undermine Danish position in Greenland. $NVO"
X Link 2025-10-30T13:02Z 19.1K followers, 50K engagements

"I have been buying the $QURE dip. This morning's press release was a calculated decision by $QURE management. Note that there's a key word in the press release that I have not seen people discussing."BELIEVES". $QURE has not yet received formal word that they cannot submit for approval but $QURE "BELIEVES" that the FDA is no longer going to accept the plan they had previously agreed to. $QURE is under no obligation to release their guesses as to regulatory decisions. So why would they make a press release like this that tanks their stock Why not wait for the official word to actually come in"
X Link 2025-11-03T15:10Z 19.1K followers, 200.6K engagements

"$CDTX buyout rumor per FT. Believe it. Biotech is absolutely on fire $XBI $BBC"
X Link 2025-11-13T23:43Z 19.1K followers, 39.2K engagements

"@WallStSai Yeah I think this is a good way to put it. Theres no data coming zero catalyst before expiry. Big big bets on a very near term buyout. Could be totally worthless noise but theres no question that a buyout bet is what this move was. Maybe just a wealthy degen somewhere"
X Link 2025-12-10T01:03Z 19.1K followers, 1124 engagements

"$PALI further proving its legitimacy by bringing Sharon Skare on board as VP of clinical operations. She previously served in the same role in the same disease (IBD) at ➡ $ARNA - bought out for $6.7B after phase X data ➡ $ABVX - currently $7B likely to be bought out (in my biased opinion) north of $10B after phase X data $PALIs valuation remains cheap IMO continuing to reflect skepticism about the PDE4 MoA in UC. Years ago I watched these ex-$ARNA employees joining another tiny IBD company whose drug the market was very skeptical of.that was $ABVX. Still early days for $PALI but"
X Link 2025-10-29T13:32Z 19.1K followers, 71.5K engagements

"$VTYX delaying recurrent pericarditis (RP) data"
X Link 2025-12-02T12:14Z 19.1K followers, 11.5K engagements

"Imagine selling $ABVX when there are bidding wars like this going on 😅"
X Link 2025-12-05T23:57Z 19.1K followers, 42.1K engagements

"Fully diluted $KYMR traded above a $10B market cap today before this offering. P1b open label data n30. 🤷🏻♂ 🫡"
X Link 2025-12-08T21:28Z 19.1K followers, 64.8K engagements

"Reasonable counter for $ABVX by AF. Still odd that today someone was spending $2.5M on XX% OTM calls that expire in only X days. Obviously can be totally unrelated to this scheduling observation congruent conclusion drawing notwithstanding"
X Link 2025-12-10T00:48Z 19.1K followers, 20.7K engagements

"@thetwitabides @AndyBradley93 Whole position instantly goes to zero. Part of whats so insane about whoever is doing this"
X Link 2025-12-10T17:05Z 19.1K followers, XXX engagements

"Absolutely BRTUAL of the FDA to change their stance on the $QURE trial design after the study has run for X years. If you thought there was public backlash for $REPL with their relapsed/refractory melanoma population buckle up.Because Huntington's disease docs patients and patient support groups are about the absolutely flip out.understandably so"
X Link 2025-11-03T12:31Z 19.1K followers, 154.3K engagements

"Pains me to say it but.I have shorted $JANX after hours. Sure PSA responses got worse - they almost had to with how good they looked in the n=16. But ORR and mPFS are just not good. I strongly suspect that in a big pharma's hands they wouldn't even take this program forward. Not enough responses and not durable enough when they happen (what's the cORR by the way). Probably belongs right around cash ($17/share) where $VIR already trades. Maybe even below cash unfortunately. PSMA was supposed to be their ticket.EGFR has always been talked down. IMO it looks like the flagship is going down."
X Link 2025-12-01T21:54Z 19.1K followers, 56.2K engagements

"@Steptradez Idk if Id go that far but between $KYMR and $APGE there sure is a lot of $$$ being fed into more convenient dupixent me-toos. Like $15B between these two P1-P2 companies"
X Link 2025-12-08T21:30Z 19.1K followers, 3741 engagements

"Youre mocking the placebo effect in an indication that has one of the most notorious placebo effect reputations in all of medicine certainly the biggest in dermatology. The $QTTB study was 5x larger than the $KYMR study and it was PLACEBO CONTROLLED whereas $KYMRs is open label. $ACRS had an open label study much like $KYMRs study for their TSLP antibody that also showed massive EASI response rates much higher than $KYMR is showing here. Small n open label efficacy data mean almost nothing in atopic derm. Everything is about placebo adjusted deltas. Period. Anyway my point isnt that the"
X Link 2025-12-09T00:15Z 19.1K followers, 3702 engagements

"@XanjVol @Gb21067283 Oooooohhhhhhh the MMs randomly decided to light X million dollars on fire for no reason this afternoon got it. Interesting business model"
X Link 2025-12-10T01:07Z 19.1K followers, 3339 engagements

"@Tg000gT @Gb21067283 Distinctly possible"
X Link 2025-12-10T01:52Z 19.1K followers, XXX engagements

"@DueDoctor And which side of this fight is objectively actually in the right This question also doubles as a highly predictive IQ test"
X Link 2025-12-10T17:27Z 19.1K followers, 1300 engagements

"Also excluding the COVID vaccines Im pretty sure the industry just had its first ever $10B/quarter drug $LLY"
X Link 2025-10-30T11:31Z 19.1K followers, 8227 engagements

"OkIll bite. Whats going on with $ABVX"
X Link 2025-10-30T13:41Z 19.1K followers, 63.3K engagements

"So back. $XBI $BBC"
X Link 2025-10-30T13:52Z 19.1K followers, 9799 engagements

"Credit where its due - $NVO should bounce today. Those amycretin data look quite impressive at first glance. Weight loss and A1c target (7) rate were both better than not only semaglutide but somehow also tirzepatide (cross trial comparison caveat)"
X Link 2025-11-25T11:40Z 19.1K followers, 69.6K engagements

"$NKTR down XX% in X sessions now. Seems likely that people dont want to be exposed to the impending AA readout. Expectations for that readout are very low and understandably so. Its historically been a very difficult to treat disease. Well know soon enough whether we can get on to focussing on just atopic derm or not"
X Link 2025-12-02T16:34Z 19.1K followers, 21.9K engagements

"Actually laughed out loud while reading the $ABBV comments on $ABVX today. Frankly theyre ridiculous and the company shouldve stuck to the boilerplate we monitor all competitive drugs but are highly confident in the profile of our current programs drivel that pharma usually falls on. The concerns they highlighted just show how legitimately worried they are about $ABVX as a competitive threat (as they very well should be). No other large pharma gets a portion of its revenue from IBD as large as $ABBV does. Its their companys entire core. Furthermore no large pharma makes less sense as an"
X Link 2025-12-03T21:46Z 19.1K followers, 52.6K engagements

"@basadomente As I repeatedly say I want $ABVX to wait for a post maintenance or even post Crohns buyoutBut a pharma sure could make a splash and put $ABBV in their targets by showing up to JPM with $ABVX in their pocket this January"
X Link 2025-12-03T21:56Z 19.1K followers, 2939 engagements

"@XanjVol @Gb21067283 You actually think nobody looked for an opposite side hedge to this trade Thats the first thing everyone did. None there"
X Link 2025-12-10T01:08Z 19.1K followers, 2639 engagements

"@XanjVol @abigubifooty @Gb21067283 Those puts dont even counterbalance a fifth of this call trade. I get youre trying to make this fit your narrative. It doesnt. Its obviously not a guarantee of a buyout but its equally as obviously a blatant bet on a buyout"
X Link 2025-12-10T02:28Z 19.1K followers, XXX engagements

"$ABVX Another 2000 Dec $XXX calls that expire next week have been bought again todaypremium ranging $4-$5 (huge premium). Just insane speculation going on right now. Probably the most aggressive SMID cap biotech call buying session Ive ever seen between today and yesterday"
X Link 2025-12-10T16:59Z 19.1K followers, 7321 engagements

"@tallnfat Yeah the classic hedging strategy of buying the literal maximum out of the money call with a time to expiry that could reasonably be measured in hours 😅"
X Link 2025-12-10T17:03Z 19.1K followers, 1555 engagements

"Basic logic about why a MM would go to this strike and date for call buying. It makes zero sense. Nobody is debating that delta hedging happens but this would be an asinine example of it. The calls expire in just X days and then whoever is doing this is going to be on the hook for covering $100M of ABVX common shorts after it has rallied on these speculative call buying sprees. Absurd. If MMs are involved in this then theyre selling the calls and buying common. This is very basic. If they wanted to do the opposite theyd be hitting lower strikes and longer dates"
X Link 2025-12-10T18:17Z 19.1K followers, XXX engagements

"@chrisintroy @sharkbait_bio @tallnfat Their ability to participate and make money by delta hedging in calls like this necessitates that there is another person in the mix buying them. The idea that they just went to the absolute max high end of the chain and 9dte on their own accord makes zero sense"
X Link 2025-12-10T18:55Z 19.1K followers, 2355 engagements

"I dont debate in any way the MMs are present here and making money off of the flowbut the idea that theyre just out of the blue buying these INSANE calls in huge volume No. Otherwise Id retire making 1000% annualized returns by simply selling 9dte XX% OTM calls at XXX% implied vol. Theres a buyer here"
X Link 2025-12-10T19:06Z 19.1K followers, 2234 engagements