@Anders_Research Anders Research

Anders Research posts on X about $guts, $immx, $inmb, $drts the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [------] +681%
[--] Month [------] +23%
[--] Months [---------] +1,338%
[--] Year [---------] +1,334%

Mentions: [--] #

[--] Week [--] +42%
[--] Month [--] +30%
[--] Months [---] +140%
[--] Year [---] +324%

Followers: [------] #

[--] Week [-----] +0.23%
[--] Month [-----] +0.91%
[--] Months [-----] +47%
[--] Year [-----] +95%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 43.55% finance 20.97% cryptocurrencies 4.84% technology brands 4.03% countries 2.42% social networks 2.42% currencies 0.81%

Social topic influence $guts 10.48%, $immx 9.68%, $inmb 9.68%, $drts 5.65%, in the 4.03%, $ivvd 4.03%, gold 4.03%, market 4.03%, company 3.23%, spx 3.23%

Top accounts mentioned or mentioned by @martinshkrelis @octopusking77 @signulll @joinyellowbrick @jfais20 @martinshkreli @amaymd @biotenic @citrini7 @leadlagreport @melaschaffer @grantcardone @oguzerkan @anthonystajs @bmfreports @sanctuarybio @aaronrosenblum5 @snakinglol @andreagtc @biohazard3737

Top assets mentioned Fractyl Health, Inc. (GUTS) Immix Biopharma, Inc. (IMMX) Invivyd, Inc. (IVVD) Ventyx Biosciences, Inc. (VTYX) Nanobiotix S.A. (NBTX) Bitcoin (BTC) Cidara Therapeutics, Inc. (CDTX) Hinge Health, Inc. (HNGE) SPDR GOLD ETF (GLD) SPX6900 (SPX) Heartflow, Inc. (HTFL) Sanofi (SNY) Novo-Nordisk (NVO) Cognition Therapeutics, Inc. (CGTX) Arcellx, Inc. (ACLX) Prothena Corporation plc Ordinary Shares (PRTA) AstraZeneca PLC (AZN)

Top Social Posts

Top posts by engagements in the last [--] hours

"$GUTS initiation piece. Super interesting company with a lot of potential. So far looks like one-time Revita treatment has a shot to cement the weight loss gains of GLP-1s. Seems to be the only company in the space (has Breakthrough designation) and lots of data coming"
X Link 2025-09-05T13:14Z [----] followers, 17.5K engagements

"$NBTX up another 8% as it just continues to rip. While the significantly more effect local radio-oncology play $DRTS is down 7% (albeit after a +40% run) All will be settled in the long run"
X Link 2025-10-09T19:05Z [----] followers, [----] engagements

"$DRTS breaking below the $3.75-$4.00 area. Still just crazy low volume--still completely undiscovered. Maybe like $NBTX a few months ago. Could be headed back down to $3 but feels like this level could be support given all of the momentum they are taking into 2026"
X Link 2025-11-19T19:47Z [----] followers, [----] engagements

"$IMMX New piece summarizing recent events discussing competitive landscape and thinking through revenue potential and valuation. https://open.substack.com/pub/andersresearch/p/immix-biopharma-thesis-playing-outr=qr4p9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/andersresearch/p/immix-biopharma-thesis-playing-outr=qr4p9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-09T14:08Z [----] followers, [----] engagements

"$IMMX premarket signaling another up day coming. Stock is in the midst of a dramatic re-rating after being overlooked and ignored for a long time. Should easily reach $700+ million of peak sales versus $400M current MC ($300M EV). https://x.com/Quantumup1/status/1998754299422122357s=20 H.C. Wainwright y'day $IMMX's PT to $12 from $8 plusPoS to 85% and reiterated at a Buy rating. $PRTA $AZN JNJ ABBV TAK BMY SNY H.C. Wainwright said in its note: Over the weekend at the annual ASH meeting Immix presented Phase [--] results from the NEXICART-2 trial which is"
X Link 2025-12-10T14:11Z [----] followers, [----] engagements

"A review of names I covered this year and my thoughts on $GUTS $IVVD $IMMX $DRTS $ACOG etc. going into [----]. A very solid year besides one (big) mess-up. Live and learn. I learned more this year than ever before. Happy holidays to all. https://andersresearch.substack.com/p/2025-wrap-up-portfolio-thoughts-and https://andersresearch.substack.com/p/2025-wrap-up-portfolio-thoughts-and"
X Link 2025-12-21T18:54Z [----] followers, [----] engagements

"Interesting for $GUTS to be up 12% on a day where Reuters was covering the data study showing that only a minority (28%) of GLP-1 discontinuation patients regained significant weight. Trading has been sideways/down ahead of end-of-Jan data. We'll see https://www.reuters.com/business/healthcare-pharmaceuticals/many-patients-may-keep-off-lost-pounds-after-stopping-glp-1-us-data-suggests-2026-01-22/ https://www.reuters.com/business/healthcare-pharmaceuticals/many-patients-may-keep-off-lost-pounds-after-stopping-glp-1-us-data-suggests-2026-01-22/"
X Link 2026-01-22T21:16Z [----] followers, [----] engagements

"$IMMX getting Breakthrough Therapy Designation (it already had RMAT). Nice to know the FDA is taking notice and liking what they are doing. Company should be announcing completion of enrollment imminently then [--] months more observation then BLA. https://www.globenewswire.com/news-release/2026/01/28/3227633/0/en/Immix-Biopharma-Receives-U-S-FDA-Breakthrough-Therapy-Designation-for-NXC-201.html https://www.globenewswire.com/news-release/2026/01/28/3227633/0/en/Immix-Biopharma-Receives-U-S-FDA-Breakthrough-Therapy-Designation-for-NXC-201.html"
X Link 2026-01-28T15:52Z [----] followers, [----] engagements

"Totally agree with this way of framing/thinking about $GUTS. Some ramblings building off of this--how I am currently thinking through GUTS commercial potential. Of course there will be consumers that want to get a "one-and-done" (if it actually works). Obviously the durability data is going to need to be robust beyond 12-18 months--probably about [--] years of durability is where it starts to look really compelling for consumers and more importantly for payors/insurers. They will have something like [--] patients with 2-year data by mid-2027 (REMAIN + REVEAL cohorts) and then the 350-patient"
X Link 2026-01-28T16:41Z [----] followers, [----] engagements

"$GUTS wow Was not expecting that"
X Link 2026-01-29T14:30Z [----] followers, [----] engagements

"Getting kind of interested in nano-cap $RNTX. Desperately needs to raise basically Sh*tCo status right now but if/when they sort that out going to be an interesting story ahead of Phase [--] results in IPF (supposed to be 2H26 but seems like it could get pushed)"
X Link 2026-02-04T05:45Z [----] followers, [---] engagements

"Mizuho initiates $IMMX with $14 PT. Sees the differentiation and puts peak sales at $1 billion (similar to estimates/scenario analysis)"
X Link 2026-02-09T16:57Z [----] followers, [----] engagements

"Everything just got absolutely hammered. SPX QQQs XBI BTC. (Except for gold) https://x.com/Anders_Research/status/2020890435493699701s=20 Would be surprised if gold didn't get above probably well above $6000 in [----]. Would probably bet closer to $7000 than $6000 if I had to. Which is crazy considering it gained like 60% last year. https://x.com/Anders_Research/status/2020890435493699701s=20 Would be surprised if gold didn't get above probably well above $6000 in [----]. Would probably bet closer to $7000 than $6000 if I had to. Which is crazy considering it gained like 60% last year"
X Link 2026-02-11T15:32Z [----] followers, [---] engagements

"@Octopusking77 Honestly high-quality biotech really should be one of the better places to hide"
X Link 2026-02-11T15:34Z [----] followers, [--] engagements

"Bitcoin's narrative clearly broken (clear since Nov but has become blatant recently). Amazing to see influencers (milllion/billionaires) unable to understand this blaming things like "liquidity" or market makers. As long as this ignorance continues it will go lower. $BTC"
X Link 2026-02-11T15:38Z [----] followers, [---] engagements

"It has already behaved like a safe haven the past few weeks (and is up 40% so far this year). I am not sure if the Japan approval is ever coming at this point (it's not mgmt's fault but its been delayed like over a year now). Pancreatic and GBM data later this year should be big. https://twitter.com/i/web/status/2021610262235644286 https://twitter.com/i/web/status/2021610262235644286"
X Link 2026-02-11T15:40Z [----] followers, [--] engagements

"@jfais20 FOMO for which names/sectors"
X Link 2026-02-11T19:08Z [----] followers, [---] engagements

"$HNGE is kind of a beast huh. And cheap"
X Link 2026-02-11T23:19Z [----] followers, [---] engagements

"AirBnB isnt even a SaaS This argument describes why a marketplace (with marketplace network effects) is immune to AI-related software development disruption. This argument applies to very few of the actual SaaS companies that are being sold off. Agree with getting bottoms-up though. https://twitter.com/i/web/status/2021966719170797775 https://twitter.com/i/web/status/2021966719170797775"
X Link 2026-02-12T15:16Z [----] followers, [---] engagements

"Markets are acting really normal these days aren't they. Especially when it comes to metals and such. Business as usual"
X Link 2026-02-12T16:43Z [----] followers, [----] engagements

"$GLD $GDX $SLV $SPX $QQQ"
X Link 2026-02-12T16:44Z [----] followers, [---] engagements

"@leadlagreport @Mela_Schaffer @GrantCardone Grant Cardone"
X Link 2026-02-13T05:36Z [----] followers, [---] engagements

"In general I avoid oncology because it is obviously one of the densest and most rigorous areas of biotech. But $DRTS is unique and differentiated enough that I made an exception. New long thesis"
X Link 2025-10-15T20:28Z [----] followers, [----] engagements

"Have always found this point interesting: Full AI/robotics realization makes us way better/cheaper at making stuff (i.e. "good" deflation) yet economists techno-optimists Lutnick etc. talk about how it is going to bring us double-digit GDP growth. https://x.com/abcampbell/status/2022359100219408484s=20 @signulll The biggest tell is when they start talking about double digit growth numbers but dont even mention if they are quoting real or nominal. a world with automated knowledge work has a lot more supply so price goes 📉 while quantity goes 📈 everything else is ()/"
X Link 2026-02-14T16:28Z [----] followers, [---] engagements

"$HTFL back near its IPO price after plummeting this past week (on no apparent news). Love the technology and believe its a superior/cheaper way of diagnosing CAD that should proliferate but management sill talking about reaching CF positivity within [--] years. 2028"
X Link 2026-02-14T16:43Z [----] followers, [---] engagements

"Frequency of must-read Twitter/X articles goes up. Density of must-read Twitter/X articles that are actually must-read plummets. Nice to see the community engaged and sharing ideas but rare that these articles are: [--]. Adequately concise [--]. Actually novel"
X Link 2026-02-16T02:33Z [----] followers, [---] engagements

"Speculative long thesis on INmune Bio $INMB ahead of imminent Phase [--] Alzheimer's readout Any mid-stage Alzheimer's trial feels like (and is) a long shot but XPro1595's uniquely strong mechanistic and intriguing Phase [--] data make $INMB worth a look. https://open.substack.com/pub/andersresearch/p/inmune-bio-imminent-phase-2-alzheimersr=qr4p9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/andersresearch/p/inmune-bio-imminent-phase-2-alzheimersr=qr4p9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-06-16T14:25Z [----] followers, [----] engagements

"The pull of Martin Shkreli @MartinShkreli: $INMB down about 8% immediately after he posts the conclusion of his "analysis" on Twitter. His analysis has consisted mostly of telling his chat for months that he wants to get around to DD on $INMB because it is likely a good short (because it is in Alzheimer's). But largely he would get sidetracked by quantum computing stocks cursory looks at momentum stock like Circle turnaround/contrarian bets like $SRPT etc. From my count he did maybe [--] hours of real work on $INMB discontiguously. Could've been up to [--] hours--it is hard to watch his streams"
X Link 2025-06-17T19:58Z [----] followers, 17.3K engagements

"Check out Martin Shkreli @MartinShkreli's research process for honing his short thesis on $INMB. Step 1: Have the thought that anti-inflammatory drugs have been tried and failed in Alzheimer's before. Step 2: Look up "Alzheimer's steroid trial" on Pubmed. Step 3: Begin scrolling through the titles of 100's of studies many of which are completely irrelevant and open articles of interest as separate windows. Step 4: Only visit a couple of these articles you opened as separate windows and the ones you do visit barely read them. Just find the info that confirm that corticosteroids don't help in"
X Link 2025-06-18T04:50Z [----] followers, [----] engagements

"Had a nice chat with @MartinShkreli on his stream today regarding $INMB (around 5hrs 2mins in). Main topics/disputes: [--]. Prednisone efficacy in Alzheimer's has little/no predictive value as it relates to TNF and XPro mechanism. I argue prednisone is a stress hormone and is shown to impair cognition and memory in both healthy and diseased humans mediated primarily by non-TNF mechanisms which make the comparison irrelevant. He was mostly unaware of the extensive research showing corticosteroids have deleterious effects on cognition memory the hippocampus etc. Bonus point would be that"
X Link 2025-06-18T21:38Z [----] followers, 10K engagements

"Leaving aside @MartinShkreli's poorly thought out prednisone theory of why $INMB's drug won't work here are the actual risks/concerns for longs (I thought of [--] here): [--]. The company never reported the cognitive data from the Phase 1b trial. I assume it was messy on account of tiny n and short duration which is understandable but they still should have released it. A bad look annoys me. [--]. Some of the other Phase 1b data was never reported including some from the 0.6mg/kg group. [--]. The extension trial. This is a big one I have never gotten great clarity on. The company stated all [--] patients"
X Link 2025-06-20T03:57Z [----] followers, [----] engagements

"@oguzerkan It's amazing how many followers someone that produces a thought like this can have"
X Link 2025-06-20T21:48Z [----] followers, [----] engagements

"Portion of @MartinShkreli's stream today was honestly There was a guy on around noon (starts at 2hrs [--] mins) and they were talking $INMB mechanisms in Alzheimer's inflammation etc. Objectively was just a great discussion. Martin still very close minded and ignorant to multiple aspects of the Alzheimer's story (can't accept that MS and Alzheimer's are very different pathologies doesn't understand that steroids are stress hormones etc.) such is his contrarian disposition but still very interesting and they came around to agreeing on some things."
X Link 2025-06-20T22:23Z [----] followers, [----] engagements

"Anyone interested in $INMB on both the long and short side should read @anthonystaj's writeup. The full report on his blog not just the tweet. His analysis of the different PK and proteomic data reported for the Phase [--] demonstrate very deep industry experience. I think he makes a few really great points and it really highlights why speculating on $INMB is quite risky and for me increases my skepticism regarding why the Phase [--] data was presented the way it was why results were never published in a journal etc. I have found management to seem relatively authentic and trustworthy (though"
X Link 2025-06-23T19:04Z [----] followers, [----] engagements

"$NKTR should be up a lot more than 100% no Data is awesome"
X Link 2025-06-24T13:23Z [----] followers, [----] engagements

"Good move on $NKTR but lack of a "super move" commensurate with what the data seems to deserve has got me thinking. In general I don't think mid-stage companies are getting rewarded the way the used to in this biotech investing regime partially because generalists are mostly gone and even specialists are jaded. But also if you actually think through the new buyers of the stock which are predominantly those that were not watching or very aware of it prior to data it makes sense that stock price rise might be drawn out over days and potentially weeks as they: [--]. Understand and absorb the data"
X Link 2025-06-26T01:43Z [----] followers, [----] engagements

"Almost sad that the pre-data $INMB debate will be over soon"
X Link 2025-06-26T20:21Z [----] followers, [----] engagements

"Went over to check on @MartinShkreli's stream. Can find him scrolling through papers related to different aspects of inflammation in Alzheimer's. Seems to be how he has spent the lion's share of this week. Weird from a guy who thinks its unlikely that inflammation drives Alzheimer's pathology (lol). Every time I check in he seems to just be silently perusing a paper about microglia or some other inflammatory pathway. The interesting part is that he just reads the papers silently never offering any takeaways or insights to viewers. We are left wondering what his conclusions his supercomputer"
X Link 2025-06-26T21:26Z [----] followers, [----] engagements

"The kicker I forgot to add about lord @MartinShkrelis $INMB research process: He literally gets thru about 2-3 papers per day Go skim thru one of his full-length streams and you will see the same study on the screen for 3+ hours as he toggles between various distractions. Went over to check on @MartinShkreli's stream. Can find him scrolling through papers related to different aspects of inflammation in Alzheimer's. Seems to be how he has spent the lion's share of this week. Weird from a guy who thinks its unlikely that inflammation drives https://t.co/RNUibHAwKQ Went over to check on"
X Link 2025-06-27T00:32Z [----] followers, 11.9K engagements

"Very shady. https://www.globenewswire.com/news-release/2025/06/27/3106725/0/en/INmune-Bio-Inc-Announces-Approximately-19-Million-Registered-Direct-Offering-Priced-At-the-Market-Under-Nasdaq-Rules.html https://www.globenewswire.com/news-release/2025/06/27/3106725/0/en/INmune-Bio-Inc-Announces-Approximately-19-Million-Registered-Direct-Offering-Priced-At-the-Market-Under-Nasdaq-Rules.html"
X Link 2025-06-27T16:21Z [----] followers, [----] engagements

"Definitely takes best-case data scenario off the table obviously wouldn't raise down at $6.30 when you are about to read out data that if positive would result in warrant exercises giving you $15-$30 million. So that's certainly not great. https://x.com/Anders_Research/status/1938633675253383573 Very shady. https://t.co/YgNmmce0b6 https://x.com/Anders_Research/status/1938633675253383573 Very shady. https://t.co/YgNmmce0b6"
X Link 2025-06-27T16:25Z [----] followers, [----] engagements

"Man the more you think about it the more the $INMB financing makes literally no sense. Unless"
X Link 2025-06-27T22:54Z [----] followers, [----] engagements

"For some $INMB amusement just look at the kind of idiots this company is attracting 😂 This guy is trying to publish a serious short report and: [--]. Doesn't know data is coming Monday [--]. Doesn't know $INMB's trial has a placebo group and [--]. Complains the trial isn't "peer-reviewed" BEFORE it releases results 😂 $INMB lore is reaching new levels. Thank you @BmfReports"
X Link 2025-06-28T19:02Z [----] followers, [----] engagements

"$INMB Another failed Alzheimer's drug. Trial failure not totally surprising but the lack of a real serviceable spin definitely is. Good game to all. Made many friends along the way. On to the next"
X Link 2025-06-30T12:42Z [----] followers, [----] engagements

"Let the Shkreli minions rain"
X Link 2025-06-30T12:46Z [----] followers, [----] engagements

"@Biotenic 😂 @biotenic the smuggest of them all"
X Link 2025-06-30T12:51Z [----] followers, [----] engagements

"Stats on $INMB position and loss: 6% of portfolio position at initiation. Sold at 71% loss ($7.11/share avg. price vs. $2.06/share sale price). Net portfolio impact: -4.3%"
X Link 2025-06-30T14:19Z [----] followers, [----] engagements

"@Sanctuary_Bio @AaronRosenblum5 @SnakingLOL @Biotenic Definitely sounds like a strategy that will work consistently"
X Link 2025-06-30T16:35Z [----] followers, [----] engagements

"@Andre_AGTC @A_May_MD You've never made less sense"
X Link 2025-08-19T15:30Z [----] followers, [----] engagements

"New piece recapping the $IVVD story and recent news that the HHS may "ban" COVID vaccines. Compelling story that should eventually play out regardless of a COVID vaccine ban. Long half-life mAbs simply provide superior protection and lower side effects vs. vaccines"
X Link 2025-08-28T15:16Z [----] followers, [----] engagements

"@Biohazard3737 And on top of that does anyone think that bringing mortgage rates down (if it were somehow possible) will actually make housing more affordable"
X Link 2025-09-02T19:43Z [----] followers, [---] engagements

"H.C. Wainwright initiating $GUTS at $9 PT today. Obviously doesn't mean a ton since they would love to have want $GUTS's banking business. But it is interesting to see [--] PhD's listed as authors of the initiation. Usually just one or two analysts on HCW pieces"
X Link 2025-09-15T19:04Z [----] followers, [----] engagements

"$GUTS results significantly better than I (anyone maybe) anticipated. Still a small data set but this is kind of huge. $60 million raise and the warrants from the last financing make stock movement a bit complicated but this should go higher. https://x.com/Anders_Research/status/1963953766786371727 $GUTS initiation piece. Super interesting company with a lot of potential. So far looks like one-time Revita treatment has a shot to cement the weight loss gains of GLP-1s. Seems to be the only company in the space (has Breakthrough designation) and lots of data coming. https://t.co/g9x4weIIAU"
X Link 2025-09-26T13:03Z [----] followers, [----] engagements

"Quick note on $GUTS following the results and financing today"
X Link 2025-09-26T17:52Z [----] followers, [----] engagements

"Assume $QURE is just going to follow the same post-data pattern as $CDTX $NKTR and $ABVX. Seems to be a repeating pattern this year enabled by a year that has included some real blockbuster readouts. Assume $QURE will just much up following a little bit of turbulence here"
X Link 2025-10-01T16:39Z [----] followers, [----] engagements

"People love and have rightfully assigned $CDTX a market cap of $2.5+ billion. While $IVVD which solves an arguably more damaging problem (COVID vs. flu) still sits below $400 million MC even after this recent move. Same value prop roughly same timeline to market"
X Link 2025-10-09T19:09Z [----] followers, [----] engagements

"@zoomyzoomm Photoshopped. Says down $14 million which is 99.7% but theres $4 million left"
X Link 2025-10-11T01:05Z [----] followers, 43.3K engagements

"Even Rolling Stone acknowledging Long Covid. Feels like we are turning a corner where the Overton window is starting to include the fact that Long Covid is real and prevalent. Huge opportunity for $IVVD to help a lot of people. Waiting on an update. Long Covid Is Real And Its Changing an Entire Generation Hundreds of thousands of kids in America are struggling with an illness that many doctors and schools refuse to recognize.e Feature: https://t.co/q0QjHOh9Bq https://t.co/1dTfHH1BXm Long Covid Is Real And Its Changing an Entire Generation Hundreds of thousands of kids in America are"
X Link 2025-10-16T18:16Z [----] followers, [----] engagements

"$VTGN CEO said that they would announce last patient last visit and that data would be 6-8 weeks later. No announcement of last patient last visit yet. So basically already flirting with Christmas time for data readout. CEO has been confident on 4Q25 readout"
X Link 2025-10-22T03:47Z [----] followers, 10.6K engagements

"Started $VTGN position today based on the idea: 1) $100mm MC in massive and basically untapped SAD market 2) Fasendiol unique MoA intranasal non-addictive 3) Has two shots on goal (Palisade [--] and 4) for potential approval submission in [----] https://x.com/Anders_Research/status/1980843307552108661 $VTGN CEO said that they would announce last patient last visit and that data would be 6-8 weeks later. No announcement of last patient last visit yet. So basically already flirting with Christmas time for data readout. CEO has been confident on 4Q25 readout. https://t.co/llWsDYquHC"
X Link 2025-10-22T14:50Z [----] followers, 18.1K engagements

"Going back to $VTYX Parkinson's data from June It is pretty wild that it reached deep stat. sig. in an 11-patient study (yes open-label) at only [--] days It makes sense given this crazy 80% drop in hsCRP starting at WEEK 1"
X Link 2025-10-22T22:06Z [----] followers, [----] engagements

"@Se19edy Bought $VTYX on the data Thinking buyout in the next 6-12 months or just like what VTX3232 showed I personally think the Sanofi angle is maybe the key driver"
X Link 2025-10-23T23:19Z [----] followers, [----] engagements

"It is very good at sounding insightful and can be a good read but I realized it is essentially just eloquently stating what all the smart macro/btc/crypto people talk about. It shifts what it is talking about depending on what is working and acts as if it told the future when really it was emphatic that bitcoin was going to go parabolic back in May/June which obviously it hasnt. As gold started to work more it shifted to talking about gold more. It doesnt know where markets are going like the the rest of us it just has a very eloquent AI way of saying it"
X Link 2025-10-24T04:18Z [----] followers, [----] engagements

"For anyone that hasn't seen this $VTGN anecdote on Reddit (only one I can find anywhere). Patient claims they were not treated well reports a negative experience. Reports little to no effect of fasendiol even in the open label (though they don't seem to be dosing much)"
X Link 2025-10-28T22:50Z [----] followers, 13.9K engagements

"@Longroaderstar Indeed and really not much in the clinical pipeline in RD besides $CRDL"
X Link 2025-10-30T19:29Z [----] followers, [---] engagements

"$BHST kind of interesting nutraceutical/biotech play. Earnings this afternoon. Guidance to EBITDA breakeven in 2H25 with their lead resveratrol product. Has R&D deals with biopharma cosmetics and other companies. Says 1-2 more deals by YE. Just raised $20mm--no overhang"
X Link 2025-11-13T20:59Z [----] followers, [---] engagements

"$ACOG $2.8 million revs vs. my $3 million estimate. Operating expense guidance down further to $28-30 million. Means company will be at breakeven run rate when it is treating [----] patients (was [----] at early Sept.) (Opex will increase if they do an Alz agitation study) https://twitter.com/i/web/status/1989081064149770339 https://twitter.com/i/web/status/1989081064149770339"
X Link 2025-11-13T21:20Z [----] followers, [---] engagements

"$CDTX vs. $IVVD timelines"
X Link 2025-11-14T14:43Z [----] followers, [----] engagements

"$NAMS an interesting one. $MRK projecting $15B hypercholesterolemia market in 2030s. $NAMS with interesting obesity and Alzheimer's prevention data. As Piper notes $NAMS significantly ahead of $MRK's PCSK9i. Seems like an acquisition target (stock starting to reflect)"
X Link 2025-11-19T17:14Z [----] followers, [---] engagements

"pTau-217 data certainly suggests they will be able to claim a preventative effect. Will be an interesting dynamic if you GLP-1s showing actually curbing of Alzheimers progression (which would only add to the assumption they are usedul in prevention) which then opens up the interpretation that a large number of anti-inflammatory therapies will be beneficial in Alzheimers prevention/slowing. CETP has an interesting mechanism that could be additive to anti-inflammatory mechanisms"
X Link 2025-11-19T18:16Z [----] followers, [---] engagements

"I have glanced at these guys before. No real way to trade the stock it seems based in Australia. Cortisol-lowering an interesting mechanism. Other companies like $SPRB have cortisol-targeting drugs in MDD. Actinogen data looks OK. As usual they had to stratify patients in order to show a nice graph and still not stabilizing cognition just slowing its decline (from what I can see at least). Reminds me of $CGTX a bit"
X Link 2025-11-24T16:00Z [----] followers, [---] engagements

"$NVO Evoke failure and lack of any real disease-modifying Alzheimer's readouts through 1H26 provide a nice backdrop for $ACOG. Next 2-3 quarters will be interesting. https://x.com/Anders_Research/status/1992979162613862513s=20 With $NVO failure looking at upcoming readouts in Alzheimer's/Parkinson's. There is very little in the catalyst pipeline (could be missing a few here). $ACIU the only real readout through 1H26 and no one cares about it (literally zero mentions on X). A-beta vaccine. https://t.co/yEDExpWi7v https://x.com/Anders_Research/status/1992979162613862513s=20 With $NVO failure"
X Link 2025-11-24T17:15Z [----] followers, [----] engagements

"@SandalwoodCap @ActinogenMed Data is king the data presented by $CGTX and $ACW look similar"
X Link 2025-11-24T18:46Z [----] followers, [---] engagements

"ASH abstract from Kelonia Therapeutics' in-vivo BCMA CAR T that is causing $ACLX to dip 13% intraday. In-vivo CAR T assuming they come to fruition are vastly superior to current CAR Ts. No wonder J&J partnered up with Kelonia earlier this month. https://keloniatx.com/kelonia-therapeutics-enters-into-strategic-collaboration-with-johnson-johnson-to-advance-in-vivo-car-t-therapies/ https://keloniatx.com/kelonia-therapeutics-enters-into-strategic-collaboration-with-johnson-johnson-to-advance-in-vivo-car-t-therapies/"
X Link 2025-11-24T18:54Z [----] followers, [----] engagements

"Interesting this Kelonia abstract is only affecting $ACLX and not $KYTX $CABA and even $IMMX. Probably because $KYTX $CABA and $IMMX are tiny and will have time to capture value. In-vivo a long-term overhang for all CAR Ts including $IMMX. https://x.com/Anders_Research/status/1993030448151511477s=20 ASH abstract from Kelonia Therapeutics' in-vivo BCMA CAR T that is causing $ACLX to dip 13% intraday. In-vivo CAR T assuming they come to fruition are vastly superior to current CAR Ts. No wonder J&J partnered up with Kelonia earlier this month. https://t.co/359dF5xklo https://t.co/Qgc4kON5Lw"
X Link 2025-11-24T19:31Z [----] followers, [----] engagements

"Selling the remainder of my $VTYX here. Could easily be wrong and gets bought by $SNY (or other) 2x from these levels (probably requires stellar RP results) But I think the RP setup is a bit nebulous (could be sell the news) and the company is basically coasting waiting for a buyout with [--] active trials after. NLRP3 seems promising and I especially want to see more data in Parkinson's/neurodegen but I have ridden it since $2.40 and content to take this money into cash and/or other positions I feel strongly about. Also never got any assurance on $VTYX differentiation versus half dozen other"
X Link 2025-11-25T18:41Z [----] followers, [----] engagements

"@viewfromahill9 Even $NRXP is more interesting. I kept looking at $STIM since he kept mentioning itmust have looked at it [--] different times each time as uninspiring as the last"
X Link 2025-11-26T05:20Z [----] followers, [---] engagements

"@MacroTactical @Citrini7 This lash out was elicited by all the beginner-ish sheep-like folks who have wandered into his Substack looking to get rich blindly following each of his trades who lost money on names like $STIM and $AIRS which he has covered more than any other names then sold w/o warning"
X Link 2025-11-26T14:21Z [----] followers, [---] engagements

"Answer to will $IMMX do a raise soon: a resounding yes. $100 million deal already priced slightly below Friday's close (which was up 30% from the start of the week). No wonder this thing ran so hard on Thurs/Fri. Definitely no trading on NMPI. https://immixbio.com/immix-biopharma-announces-pricing-of-upsized-100-million-underwritten-offering-of-common-stock-and-pre-funded-warrants/ https://immixbio.com/immix-biopharma-announces-pricing-of-upsized-100-million-underwritten-offering-of-common-stock-and-pre-funded-warrants/"
X Link 2025-12-08T02:50Z [----] followers, [----] engagements

"$IMMX exiting micro-cap status. https://immixbio.com/immix-biopharma-announces-pricing-of-upsized-100-million-underwritten-offering-of-common-stock-and-pre-funded-warrants/ https://immixbio.com/immix-biopharma-announces-pricing-of-upsized-100-million-underwritten-offering-of-common-stock-and-pre-funded-warrants/"
X Link 2025-12-08T02:51Z [----] followers, [----] engagements

"Upshot of new $IMMX piece: AL amyloidosis is severely underserved and has 30K+ US cases; gets very little recognition/notoriety but gaining. CR rate is trending towards 95% and response are durable (besides one patient that died of unrelated causes all responses are still ongoing). Competition: BiTEs look promising but very different treatment modality; should easily coexist with NXC-201 and act as a "bridge" for many patients that are not yet ready for potential one-time treatment. In-vivo CAR Ts a potential long-term threat but will give NXC-201 at least 3-5 to operate completely unopposed."
X Link 2025-12-09T14:36Z [----] followers, [----] engagements

"$COYA been a very boring stock for 12-18 months. They will likely report that they very significantly slowed (perhaps halted) functional decline in [--] FTD patients in the next month or so. It is likely that no one will care about that (the results were already telegraphed in April when they announced they significantly slowed decline in [--] patients). The ALS trial $COYA's main historical value driver has been continually (and painfully) delayed. Despite the trial initiating in October and four sites being listed as "Recruiting" on ClinicalTrials the company's December deck now states that it"
X Link 2025-12-09T15:57Z [----] followers, [---] engagements

"@singhlosophy Drum beat getting a little louder the past couple months for $SSII at least from a few accounts on here share price and volume still not reflecting. I have been watching this thing for [--] months now. Thinking now is a pretty solid time to start the position"
X Link 2025-12-16T04:21Z [----] followers, [----] engagements

"Started position in $SSII"
X Link 2025-12-16T16:31Z [----] followers, [---] engagements

"Agree plus you have Shionogi's ensitrelvir (Xocova) under FDA review right now for approval as a Paxlovid alternative. TXM in flu likely the only real valuable asset and still an uncertain slow money-requiring path forward. https://x.com/Vulpescap/status/2001295689905541407s=20 Btw I changed my mind here a while ago. Paxlovid [---] already in phase [--] and its PK looks good. Probably solves the problem $TRAW solves and they already have existing sales infrastructure for it. Dont see this going anywhere unless bird flu pops off https://x.com/Vulpescap/status/2001295689905541407s=20 Btw I changed"
X Link 2025-12-17T20:09Z [----] followers, [----] engagements

"Interesting excerpts from Canaccord note on $GUTS. Saying they will wait til 12-month data to file PMA (rolling modular filing). Discuss impact from lowered GLP-1 prices the proposed commercial/economic model. Say payors emphasize desire to deprescribe chronic GLP-1s"
X Link 2025-12-19T16:49Z [----] followers, [----] engagements

"Aktis $AKTS priced at the high end of the range. Wouldn't have been surprised if it had been more but perhaps they will let the first-day trading do the work. Opportunity is absolutely massive IF Nectin-4 radiopharma works. https://x.com/Anders_Research/status/2009427161069793726s=20 https://www.fiercebiotech.com/biotech/1st-biotech-ipo-2026-sees-aktis-bring-318m-upsized-offering Little primer on the Aktis Oncology $AKTS IPO that is set to trade tomorrow. Seems like they are lowballing at the current $890 million market cap and $370 million EV just based on prior acquisitions in the space."
X Link 2026-01-09T14:15Z [----] followers, [----] engagements

"$DRTS up another 12% today +47% on YTD. $RVMD M&A headlines perhaps drawing some extra attention to them (given pancreatic trial). Recent updates in pancreatic and GBM help. Still quite underknown--a wholly new localized cancer modality. https://substack.com/home/post/p-176256470 https://substack.com/home/post/p-176256470"
X Link 2026-01-14T16:06Z [----] followers, [----] engagements

"Quick note on $DRTS after some updates over the past couple months (and JPM). Long story short they have a number of key PoC (and one pivotal) data coming in the 2H26 including in pancreatic and GBM which could be major catalysts. https://andersresearch.substack.com/p/alpha-tau-drts-pancreatic-gbm-and https://andersresearch.substack.com/p/alpha-tau-drts-pancreatic-gbm-and"
X Link 2026-01-20T22:32Z [----] followers, [----] engagements

"@financebully I have pondering on the scalability/commercial side. I think its easy enough to get it to scale if demand is therethere have been/are 200k bariatric surgeries annually. Believe $GUTS would only need to treat 10k patients annually to get to $100+ million of annual revs"
X Link 2026-01-23T05:09Z [----] followers, [---] engagements

"Agree nice to see that you aren't moving markets too much with your newfound fame (mini-fame; well-deserved by the way). I have enjoyed reading your bull case for $MAI.V $MAIFD the bear counter that made some waves starting Friday and then the counters to those counters. Especially helpful for a non-technical basically layman in this space like myself (who is trying his hardest but also having to defer to the expertise of others). Strange $MAI.V hasn't moved more was thinking maybe it signals more skepticism/concerns from investors on this name than others which could either be"
X Link 2026-01-26T16:38Z [----] followers, [---] engagements

"Yeah my brain goes to [--] years on durability. Agree on the lowering costs of GLPs over timewill probably have an effect on Revitas pricing ability. Agree this isnt a direct comp to bariatric surgery and the fact they would only need to do a fraction of the annual procedures to reach a large revenue number is bullish. https://twitter.com/i/web/status/2016608065030603178 https://twitter.com/i/web/status/2016608065030603178"
X Link 2026-01-28T20:23Z [----] followers, [---] engagements

"I found it hard to interpret (not completely up on $CRML). Didnt realize MP account was clowing him. Must say personally dont like MP even stooping to such a level. Keep it professional let the terrible look of a multi-billion dollar CEO posting nonsense on Twitter speak for itself. But also whatever. https://twitter.com/i/web/status/2016730191628767296 https://twitter.com/i/web/status/2016730191628767296"
X Link 2026-01-29T04:28Z [----] followers, [---] engagements

"@GavMcCracken Curious your thoughts as I have now down more of my own DD on $MAI.V. Why were they able to acquire Pan for $88 million when it is going to deliver something like $60 million of FCF in [----] (assuming $4k gold which is obviously low right now)"
X Link 2026-01-30T17:09Z [----] followers, [---] engagements

"@KeanTan11 Have you looked into the $MTLMY listing at all Much more volatile in its first several days of trading than $MTMCF which is probably to be expected. Trying to figure out if I am fine just sitting in $MTMCF"
X Link 2026-01-21T15:46Z [----] followers, [---] engagements

"$MAIA MAIA Biotechnology is set to report a data update for THIO in NSCLC shortly at the Biotech Showcase in San Francisco. There doesn't appear to be a webcast assume the company will probably issue a PR and/or data poster. Data update will likely include [--] patients with about [--] patients beyond [--] months of treatment. Some key points/questions: Patients will still be pretty evenly randomized to each of the three doses; the [---] mg dose wasn't selected as registrational dose until December. $MAIA will make sure to separate out the [---] mg patients though. Is second-line disease control rate"
X Link 2024-01-09T19:17Z [----] followers, [----] engagements

"Cognition Therapeutics $CGTX with a triple over the past month and don't see anyone on BioX mentioning. A sigma-2 agonist (like $AVXL (yes sounds bad)) with interesting data particularly in Dementia w/ Lewy Body. I revisited but dismissed back in June based on the fact they're best data in Alzheimer's is a sub-population (mild/moderate based on pTau-217) and the mechanism of action. Stock running on a bunch of recent news most notably that the FDA has provided guidance on a Phase [--] program. Funding concerns are becoming imminent which was another reason for my passing but perhaps management"
X Link 2025-08-22T16:02Z [----] followers, [----] engagements

"$NBTX going vertical up another 33% today. Wrote about this one back in [----] clearly an improvement on radiation therapy. Anyone know why this was ripping again today though Can't find anything"
X Link 2025-10-08T22:21Z [----] followers, [---] engagements

"Yeah no off-patent Arcalyst would seem to blow up the hopes in RP. Interesting I didnt see this mentioned anywhere in the sell side notes or other discussions about the RP landscape. Nice alpha. I agree that CV seems to be the main application for $VTYX but Sanofi seemed interested in neurodegen/Parkinsons"
X Link 2025-11-23T22:30Z [----] followers, [---] engagements

"With $NVO failure looking at upcoming readouts in Alzheimer's/Parkinson's. There is very little in the catalyst pipeline (could be missing a few here). $ACIU the only real readout through 1H26 and no one cares about it (literally zero mentions on X). A-beta vaccine"
X Link 2025-11-24T15:30Z [----] followers, [----] engagements

"The Liminal Age"
X Link 2026-02-16T02:24Z [----] followers, [---] engagements

"@signulll The biggest tell is when they start talking about double digit growth numbers but dont even mention if they are quoting real or nominal. a world with automated knowledge work has a lot more supply so price goes 📉 while quantity goes 📈 everything else is ()/"
X Link 2026-02-13T17:15Z 94.3K followers, [----] engagements

"Not to mention the potentially collapsing average income as people lose their jobs"
X Link 2026-02-14T16:29Z [----] followers, [---] engagements

"Markets are acting really normal these days aren't they. Especially when it comes to metals and such. Business as usual"
X Link 2026-02-12T16:43Z [----] followers, [----] engagements

"$GLD $GDX $SLV $SPX $QQQ"
X Link 2026-02-12T16:44Z [----] followers, [---] engagements

"$HNGE is kind of a beast huh. And cheap"
X Link 2026-02-11T23:19Z [----] followers, [---] engagements

"Been dabbling in Claude Cowork and OpenClaw. The software equities route is very far from over"
X Link 2026-02-11T16:50Z [----] followers, [---] engagements

"Would be surprised if gold didn't get above probably well above $6000 in [----]. Would probably bet closer to $7000 than $6000 if I had to. Which is crazy considering it gained like 60% last year"
X Link 2026-02-09T16:00Z [----] followers, [----] engagements

"Bring speculative theses back to BioX/Twitter. There use to be a world where people would talk about speculative plays that had enormous upside potential now it's just chatter about the same [--] biotechs etc There use to be a world where people would talk about speculative plays that had enormous upside potential now it's just chatter about the same [--] biotechs etc"
X Link 2026-02-10T19:22Z [----] followers, [----] engagements

"There use to be a world where people would talk about speculative plays that had enormous upside potential now it's just chatter about the same [--] biotechs etc"
X Link 2026-02-10T15:46Z [----] followers, [----] engagements

"Mizuho initiates $IMMX with $14 PT. Sees the differentiation and puts peak sales at $1 billion (similar to estimates/scenario analysis)"
X Link 2026-02-09T16:57Z [----] followers, [----] engagements

"Related side note: Vicore Pharma seems to be the most interesting competitor drug by far in IPF. Trading at $330 million MC. Still learning IPF space but most development programs not seeming to differ much efficacy wise from Ofev (safety/convenience different). Thoughts"
X Link 2026-02-04T05:47Z [----] followers, [---] engagements

"$GUTS wow Was not expecting that"
X Link 2026-01-29T14:30Z [----] followers, [----] engagements

"$GUTS Valid points. I think the more useful question though isnt "why not just use orfo/glp1s indefinitely" but instead something like how many patients would need to get dmr annually for guts to be a 123B dollar company. And then working back from there how likely could this percentage be achieved given only good data up to [--] vs [--] vs [--] months etc. And then one more step how likely could this data be achieved given previous data moa clinical trials etc. Asking "why not just use orfo" type questions kind of obscures the point of heterogenous consumerism based products and services in"
X Link 2026-01-28T14:05Z [---] followers, [----] engagements

"And sitting at about $350 million market cap and $230 million EV right now. https://x.com/Anders_Research/status/2016539791924265274s=20 $IMMX getting Breakthrough Therapy Designation (it already had RMAT). Nice to know the FDA is taking notice and liking what they are doing. Company should be announcing completion of enrollment imminently then [--] months more observation then BLA. https://t.co/Es7O5Y4KkL https://x.com/Anders_Research/status/2016539791924265274s=20 $IMMX getting Breakthrough Therapy Designation (it already had RMAT). Nice to know the FDA is taking notice and liking what they"
X Link 2026-01-28T15:52Z [----] followers, [----] engagements

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