@BalaBioResearch Avatar @BalaBioResearch BalaBio

BalaBio posts on X about $crnx, $ocul, in the, $arwr the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 11.65% finance 11.65% technology brands 2.91% social networks 0.97%

Social topic influence $crnx 10.68%, $ocul #1, in the 4.85%, $arwr 4.85%, $cort 4.85%, money 3.88%, $rytm 3.88%, future 2.91%, $vtyx 2.91%, target 2.91%

Top accounts mentioned or mentioned by @plainyogurt21 @elmonogran42994 @joshthe3rd @grok @capitaljurassic @meestergast @aditharun @capitalshipyard @bioyolo420 @blankspacenom @houndcl @jeremyfalmouth @atticusanalysis @veekay0606 @nasdaqexchange @biohazard3737 @hanseoulohno @xballerfrfr @bosstrading0 @biowino

Top assets mentioned Crinetics Pharmaceuticals, Inc. (CRNX) Ocular Therapeutix, Inc. (OCUL) Arrowhead Research Corporation (ARWR) Corcept Therapeutics Inc. (CORT) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Ventyx Biosciences, Inc. (VTYX) Wave Life Sciences Ltd. Ordinary Shares (WVE) Monte Rosa Therapeutics, Inc. (GLUE) Aardvark Therapeutics, Inc (AARD) Enliven Therapeutics, Inc. (ELVN) Sionna Therapeutics, Inc. (SION) uniQure N.V. (QURE) Neurocrine Biosciences, Inc. (NBIX) Annexon, Inc. (ANNX) Novartis AG (NVS) Cogent Biosciences, Inc. Common Stock (COGT) Recursion Pharmaceuticals, Inc. (RXRX) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Eli Lilly and Company (LLY)

Top Social Posts

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

"$AARD Aardvark Therapeutics A New IPO With Terrible Science and a Pivotal Trial Destined to Fail https://open.substack.com/pub/balabio/p/aardvark-therapeutics-a-new-ipo-withr=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/balabio/p/aardvark-therapeutics-a-new-ipo-withr=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-08-14T16:22Z [----] followers, 30.3K engagements

"$CRNX goat management team Today we had the honor of ringing the @NasdaqExchange Opening Bell a moment that celebrates the bold science relentless curiosity and patient-first mission that drive us at Crinetics. As we grow and deliver on our promise to advance the future of endocrine care were Today we had the honor of ringing the @NasdaqExchange Opening Bell a moment that celebrates the bold science relentless curiosity and patient-first mission that drive us at Crinetics. As we grow and deliver on our promise to advance the future of endocrine care were"
X Link 2025-09-30T16:18Z [----] followers, [----] engagements

"What do we think $QURE is gonna spend their money on when they have 3b of free cash flow in 2030"
X Link 2025-10-07T19:55Z [----] followers, [----] engagements

"$RYTM theyre calling it the weakest signal of all time"
X Link 2025-12-11T13:08Z [----] followers, 10.5K engagements

"$NBIX down after one of the least interesting R&D days Ive ever seen from anybody. They are maximizing their win opportunity though"
X Link 2025-12-17T16:02Z [----] followers, [----] engagements

"@Joshthe3rd_ @grok why are $OCUL and $EYPT going to hit their primaries and make me money. And why doesnt this nerd believe in you"
X Link 2025-12-20T05:01Z [----] followers, [----] engagements

"Why is the $ANNX p3 GA trial sham controlled The primary endpoint is based on visual acuity patients can easily know if they got the real injection or not and try harder on visual tests. This trial wouldnt be reliable to prove anything"
X Link 2025-12-20T19:28Z [----] followers, [----] engagements

"$VTYX 14/share isnt a 100% gain for bio pick"
X Link 2026-01-07T21:25Z [----] followers, [----] engagements

"You couldve bought $elvn after the data at 1b"
X Link 2026-01-08T15:03Z [----] followers, [----] engagements

"@Joshthe3rd_ I am long ocul how bad does it need to get"
X Link 2026-02-07T03:53Z [----] followers, [---] engagements

"Do I have a severe misunderstanding of CML market (fair possibility) or is $ELVN still quite cheap post data"
X Link 2026-02-07T19:45Z [----] followers, [----] engagements

"@Meestergast Looks to me like ELVN should dominate the non-scemblix/tern market. I dont see why it wouldnt do 1.5b rev. Full discloser I didnt look at CML for very long πŸ˜‚so would love to hear why you may not like it"
X Link 2026-02-08T20:57Z [----] followers, [--] engagements

"@ElMonoGran42994 thats ridiculous its a multi line market it is in no way winner take all"
X Link 2026-02-09T14:33Z [----] followers, [--] engagements

"biotech investing is the same way According to this study you must approach the slot machines with an open heart https://t.co/uGkAdyITCS According to this study you must approach the slot machines with an open heart https://t.co/uGkAdyITCS"
X Link 2026-02-11T00:35Z [----] followers, [----] engagements

"Crenessity is a monster"
X Link 2026-02-11T21:08Z [----] followers, [---] engagements

"someone analyze the word usage in the pr for me looks too good to be true"
X Link 2026-02-13T22:31Z [----] followers, [----] engagements

"n=344 cleaned - pr in [--] days"
X Link 2026-02-13T22:38Z [----] followers, [----] engagements

"chatGPT calculate the p value in record time make no mistakes"
X Link 2026-02-13T22:39Z [----] followers, [---] engagements

"$OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://open.substack.com/pub/balabio/p/ocull-sol-1r=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/balabio/p/ocull-sol-1r=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-15T02:42Z [----] followers, 32.9K engagements

"paper out. working with adu has been an amazing experience. incredibly brilliant guy $OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://t.co/znXJFCiSsP $OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://t.co/znXJFCiSsP"
X Link 2026-02-15T02:45Z [----] followers, [----] engagements

"@aditharun_ I like vav1 as a target(only thing holding it back is safety worries) they've proven through all their different programs that they nuke every target they choose. There are plenty of papers out about vav1 pathways it hits a lot. As long as it is safe vav1 could be massive"
X Link 2025-11-30T22:06Z [----] followers, [---] engagements

"@aditharun_ The deal with novartis is extremely favorable for glue also nvs funds ALL phase 2s so glue can build up more assets as nvs investigates vav1"
X Link 2025-11-30T22:06Z [----] followers, [---] engagements

"$XERS me and bro guiding for greatness at the investor day"
X Link 2025-12-01T03:58Z [----] followers, [----] engagements

"$JSPR oops 90% of the enrolled patients werent sick with the target indication"
X Link 2025-12-02T14:27Z [----] followers, [----] engagements

"@CapitalShipyard $JSPR enrolling people that dont even have the right disease in their trial πŸ˜‚ dumpster diving co if youre into that"
X Link 2025-12-02T16:49Z [----] followers, [---] engagements

"@CapitalShipyard They still have trial risk from their pivotals (I view them as very high POS) and they have to compete with Roche and regeneron so commercialization could prove to be difficult. I think the market is plenty big enough for another MOA and new participants to succeed"
X Link 2025-12-02T17:12Z [----] followers, [---] engagements

"People want $rzlt before the readout huh"
X Link 2025-12-05T20:19Z [----] followers, [----] engagements

"Extremely interesting 8-k from $OCUL a few minutes ago. Theyre now claiming the FDA has given them the green light to submit PDUFA based on their upcoming readout for SOL-1. Seems risky but if the FDA really will let them this is big for the company"
X Link 2025-12-05T22:36Z [----] followers, 27.8K engagements

"Though it sounds stupid this may be a great calculated risk if $OCUL can submit their NDAs quickly. The second trial reads out 1yr after SOL-1 so the CRL would come around when the new data comes out. Allowing them to submit again losing almost no time. Extremely interesting 8-k from $OCUL a few minutes ago. Theyre now claiming the FDA has given them the green light to submit PDUFA based on their upcoming readout for SOL-1. Seems risky but if the FDA really will let them this is big for the company. Extremely interesting 8-k from $OCUL a few minutes ago. Theyre now claiming the FDA has given"
X Link 2025-12-05T22:57Z [----] followers, [----] engagements

"New slick deck from $CRNX pretty aggressive US acromegaly prevalence estimates. With this huge cash balance Id like them to start spending pretty liberally in early stage R&D theyve proved to be amazing at it and I would love to see more NDCs based on their GPCR expertise"
X Link 2025-12-06T16:48Z [----] followers, [----] engagements

"If the SST2 NDC hits I will buy so much $CRNX no matter the price"
X Link 2025-12-06T16:49Z [----] followers, [---] engagements

"$CRNX When your drugs are so good you put up QR codes for their data at the function"
X Link 2025-12-06T17:06Z [----] followers, [----] engagements

"If this becomes a $ARWR pump account my apologies"
X Link 2025-12-08T16:46Z [----] followers, [----] engagements

"@BioYOLO420 they gonna murder $wve nobody does rna tech like $arwr frfr"
X Link 2025-12-08T16:49Z [----] followers, [---] engagements

"@Biohazard3737 $CORT has all the data they need"
X Link 2025-12-08T23:08Z [----] followers, [---] engagements

"Why are you selling $COGT do you hate money"
X Link 2025-12-09T16:26Z [----] followers, [----] engagements

"$CORT Pdufa watch initiated"
X Link 2025-12-09T20:09Z [----] followers, [----] engagements

"what discount rate would one use for a preclinical company with 2x more warrants than basic shares outstanding and [--] PIPEs in the last [--] years asking for a friend"
X Link 2025-12-09T23:45Z [----] followers, [----] engagements

"$WVE market better keep up this energy when $ARWR reports obesity next year"
X Link 2025-12-10T17:27Z [----] followers, [----] engagements

"$RYTM prader willi data tomorrow"
X Link 2025-12-10T21:20Z [----] followers, [----] engagements

"$RYTM keep this in mind when you see some trash data and a crazy spin job tomorrow @blankspacenom Ik theyre currently looking at weight loss but I would still keep this in mind. Running a placebo and praying for t1 error could be positive npv (the bet AARD is making) @blankspacenom Ik theyre currently looking at weight loss but I would still keep this in mind. Running a placebo and praying for t1 error could be positive npv (the bet AARD is making)"
X Link 2025-12-10T23:42Z [----] followers, [----] engagements

"$RZLT well then Done very little work into $RZLT but I dont see why this isnt just free money going into the readout Done very little work into $RZLT but I dont see why this isnt just free money going into the readout"
X Link 2025-12-11T12:39Z [----] followers, [----] engagements

"@han_seoul_ohno They were always going to control the market if it met peoples expectations. Definitely understand not wanting to be in such a skewed return but based on my risk tolerance i probably wouldve owned this 10/10 times"
X Link 2025-12-11T16:14Z [----] followers, [---] engagements

"$CRNX first patient dosed in CAH adult pivotal"
X Link 2025-12-11T21:06Z [----] followers, [----] engagements

"the plan was to buy back in $glue if it dipped after the data. :("
X Link 2025-12-16T19:55Z [----] followers, [----] engagements

"@BioYOLO420 Still got $16 to go"
X Link 2025-12-17T15:44Z [----] followers, [---] engagements

"Very impressed by the $KLRS data. Favorable comparisons to Eylea and Vabysmo with only one dose(of not much drug). Only thing to follow is the IOI issue but it seems to be largely resolved"
X Link 2025-12-17T22:03Z [----] followers, [----] engagements

"I really dont think options market is pricing in the $OCUL readout correctly. Theres a very high chance based on data we will very confidently be able to tell if AXPAXLI will be worth $10b or dead on arrival. The N is high enough to predict very accurately all future data"
X Link 2025-12-19T18:23Z [----] followers, [----] engagements

"@houndcl New MOA best in indication durability should be 5b EV at worst what are the options doing pricing in 75% move"
X Link 2025-12-19T19:09Z [----] followers, [---] engagements

"$RXRX paying to advertise their clinical data on Twitter trade accordingly"
X Link 2025-12-20T02:49Z [----] followers, [----] engagements

"@JeremyFalmouth @atticusanalysis The 1mg graybug depot not exploding eyes gives me good comfortably in the safety of high doses of axitinib in the eye"
X Link 2025-12-22T16:33Z [----] followers, [---] engagements

"@JeremyFalmouth @atticusanalysis I think you commented on this earlier but the much less melanin binding from axit vs suni should allow axitinib to clear comfortably in the eye. Im not worried about long term nasty accumulation"
X Link 2025-12-22T16:38Z [----] followers, [---] engagements

"$CORT pdufa in [--] days what id like to see: No black box "Indicated for endogenous hypercortisolemia" (all etiologies no wording about diabetes) No contraindications for women with past excess vaginal bleeding/endometrial hyperplasia a1c data from adrenal etiology"
X Link 2025-12-22T20:07Z [----] followers, [----] engagements

"$BHVN BHV-7000 sure doesnt have many AEs for a psych drug"
X Link 2025-12-24T19:10Z [----] followers, [----] engagements

"@CapitalJurassic πŸ€·β™‚not sure move isnt strong enough to indicate a leak"
X Link 2025-12-29T20:33Z [----] followers, [---] engagements

"@CapitalJurassic @Veekay0606 which side effects aren't fixed Relacorilant solves the main off target effects that korlym had. There are no cases of vaginal bleeding with rela which indicates PR activity and no indications of hyperkalemia which would appear through MR activity"
X Link 2025-12-29T20:36Z [----] followers, [---] engagements

"@CapitalJurassic @Veekay0606 slight correction here korlym caused hypokalemia due to elevated ACTH release from blocking GR so strongly rela acts a bit different in the brain. hypokalemia is more of a worry since neither drug binds strong enough to MR to cause a problem"
X Link 2025-12-29T20:50Z [----] followers, [---] engagements

"$CORT CRL dataset did have some problems but I had assumed the FDA would have some leniency based on vastly better safety over the current Cushing's drugs. interesting how it'll play out long term but my thesis just got obliterated πŸ˜‚. Congrats to those who got this right"
X Link 2025-12-31T13:06Z [----] followers, [----] engagements

"I wont get burnt by a shitco in [----] I wont get burnt by a shitco in [----] I wont get burnt by a shitco in [----] I wont get burnt by a shitco in [----] I wont get burnt by a shitco in [----] I wont get burnt by a shitco in [----] I wont get burnt by a shitco in [----] Happy New Years🎊"
X Link 2025-12-31T18:18Z [----] followers, [----] engagements

"Can someone fund some PR training for these $ARWR KOLs I want a good pump off this data thx"
X Link 2026-01-01T21:08Z [----] followers, [----] engagements

"@houndcl fair enough hound i just cant stand to see it next to vktx it feels like a curse in itself"
X Link 2026-01-03T19:45Z [----] followers, [---] engagements

"$CRNX dont bag me to start the year keep those livers safe"
X Link 2026-01-04T21:39Z [----] followers, [----] engagements

".@grok is sunday preannounce bearish or bullish $CRNX dont bag me to start the year keep those livers safe $CRNX dont bag me to start the year keep those livers safe"
X Link 2026-01-05T00:27Z [----] followers, [----] engagements

"$CRNX data is good"
X Link 2026-01-05T13:09Z [----] followers, [----] engagements

"Completely my fault doubting you Dr. Struthers I was not aware you were a student of the Neil Kumar school of pumping $CRNX $CRNX it was the pocket aces https://t.co/RqCFQMcjzw $CRNX it was the pocket aces https://t.co/RqCFQMcjzw"
X Link 2026-01-05T13:16Z [----] followers, [----] engagements

"If $crnx ends red I want a refund"
X Link 2026-01-05T18:59Z [----] followers, [----] engagements

"What is this a pump for ants $WVE market better keep up this energy when $ARWR reports obesity next year $WVE market better keep up this energy when $ARWR reports obesity next year"
X Link 2026-01-06T14:11Z [----] followers, [----] engagements

"$vtyx yo nice biopick balabio but 100% gain wont be good enough to win bro"
X Link 2026-01-06T20:52Z [----] followers, [----] engagements

"$VTYX Eli Lilly $LLY reportedly in advanced discussions to acquire Ventyx Biosciences $VTYX for $1B+ -- wires Sad trombone Eli Lilly $LLY reportedly in advanced discussions to acquire Ventyx Biosciences $VTYX for $1B+ -- wires Sad trombone"
X Link 2026-01-06T20:57Z [----] followers, [----] engagements

"@xballerfrfr No pricing yet my dream is theyre mad it frontran and dropped the share price and theyll pull the offering 🀞this could be bagholder cope"
X Link 2026-01-06T21:09Z [----] followers, [---] engagements

"$CRNX someone let struthers know hes allowed to cancel the offering if he doesnt like the price"
X Link 2026-01-06T21:20Z [----] followers, [----] engagements

"@BOSSTRADING0 still OTM 😢"
X Link 2026-01-06T21:40Z [----] followers, [---] engagements

"$glue so mechanistically how did that data just happen"
X Link 2026-01-07T14:03Z [----] followers, [----] engagements

"@BioWino Its looking as if we have lost the plot"
X Link 2026-01-09T15:40Z [----] followers, [--] engagements

"@Biotech2k1 Do you have a link to the Crnx presentation Thanks for making your notes public its greatly appreciated"
X Link 2026-01-13T18:57Z [----] followers, [---] engagements

"oh you follow ophtha do you know of $OCS"
X Link 2026-01-14T22:48Z [----] followers, [----] engagements

"chatGPT write a French m&a article to pump my biotech holding make no mistakes"
X Link 2026-01-15T13:05Z [----] followers, [----] engagements

"@ElMonoGran42994 It not too bad growth speed is noisy and its low n"
X Link 2026-01-15T14:34Z [----] followers, [--] engagements

"@ElMonoGran42994 My point is the large margin was like .2mm. Its a noisy endpoint which is exacerbated when converting absolute growth to percentages"
X Link 2026-01-15T14:45Z [----] followers, [--] engagements

"@CloisterRes @bingbingbom @LY4101174 Nassive meters its one factor lower than Wumbo"
X Link 2026-01-20T19:08Z [----] followers, [---] engagements

"all companies should have at most [--] quarter of cash so theyre more volatile"
X Link 2026-01-22T16:14Z [----] followers, [----] engagements

"@Joshthe3rd_ This co is so weird πŸ˜‚"
X Link 2026-01-26T20:27Z [----] followers, [---] engagements

"ARD-101 future phase [--] pws failure pushed out to Q326. Releasing short report within the next [--] days https://ir.aardvarktherapeutics.com/news-releases/news-release-details/aardvark-therapeutics-reports-second-quarter-2025-financial https://ir.aardvarktherapeutics.com/news-releases/news-release-details/aardvark-therapeutics-reports-second-quarter-2025-financial"
X Link 2025-08-13T20:13Z [----] followers, [---] engagements

"A bunch of $SION insider selling. They have cool biology but I'm just not going to buy them over 1b they have a long way to the market for everything"
X Link 2025-10-01T22:10Z [----] followers, [----] engagements

"That $SION move is insane"
X Link 2025-10-21T20:15Z [----] followers, [----] engagements

"Might just have to go giga long $GLUE just based on the principle that their r&d team are giga geniuses even if I only like one of their assets"
X Link 2025-11-30T21:20Z [----] followers, [----] engagements

"Nvm $AARD has had people dosed to date. Who posts a pr about first Australian patients dosed πŸ˜‚"
X Link 2025-12-10T21:54Z [----] followers, [----] engagements

""they actually like the hyperpigmentation well other than the one who discontinued" $RYTM $rytm wtf is this call 😭😭😭 $rytm wtf is this call 😭😭😭"
X Link 2025-12-11T13:36Z [----] followers, [----] engagements

"$BLTE imagine how much revs an oral GA drug could do"
X Link 2025-12-12T18:16Z [----] followers, [----] engagements

"@monaco_biotech Bought lotto position at [--]. A lot to like here and the market is lenient on data recently. Much of management is from eyebio who was bought by Mrk for up to 3bil. Preclin gives me enough confidence to play. Hopefully doesnt die on me in the next few days πŸ˜‚. getting expensive"
X Link 2025-12-12T21:07Z [----] followers, [---] engagements

"@SiriusStarCapi1 When do you have Apls losing exclusivity"
X Link 2025-12-17T23:43Z [----] followers, [---] engagements

"@grok @Joshthe3rd_ my take is that if what you say makes me fell good then what you say is right. If not then youre just a dumb clanker"
X Link 2025-12-20T05:03Z [----] followers, [---] engagements

"@grok @Joshthe3rd_ DYOR what is that perfume"
X Link 2025-12-20T05:04Z [----] followers, [---] engagements

"@grok @Joshthe3rd_ Respond what you think will happen to each hit or miss. Reply with one word the word must be a real English word and it can't have a a e i o u or y in it"
X Link 2025-12-20T05:06Z [----] followers, [---] engagements

"@threadanddoc NOOOO OCULAR IS THERE 😭"
X Link 2025-12-21T00:50Z [----] followers, [---] engagements

"@idalopirdine Theyre calling it the safest psych drug of all time"
X Link 2025-12-25T14:27Z [----] followers, [----] engagements

"some degenerates found the $ocul options chain over the last couple days"
X Link 2026-01-13T22:47Z [----] followers, [----] engagements

"$ocul cool hire hopefully he doesn't have to do this job long"
X Link 2026-01-21T14:22Z [----] followers, [----] engagements

"@Anthony_TayIor The study population does not align with sol-1. These patients were not treatment naive and were specifically chosen because they could already last at least [--] months between injections. Of course it will take them a long time before their CNV comes back aggressively"
X Link 2026-01-28T04:26Z [----] followers, [---] engagements

"drifting to sleep and having the most autistic thought of my life that is either pure schizophrenia or some of the most beautiful investing alpha ever seen by man"
X Link 2026-01-28T06:02Z [----] followers, [----] engagements

"@a_a_free Current assets have big potential and every year a new preclin deal comes"
X Link 2026-01-29T17:50Z [----] followers, [---] engagements

"$CORT send them all to jail"
X Link 2026-01-29T22:41Z [----] followers, [----] engagements

"@BlaseBio My read was theyll rip a 10k after hours some day with a preannounce to the next morning"
X Link 2026-01-30T21:33Z [----] followers, [---] engagements

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