@BehroozNajafi Avatar @BehroozNajafi LifeSci Investor

LifeSci Investor posts on X about $tgtx, $arwr, $1b, growth the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

Followers Line Chart

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence finance 93% stocks 4% technology brands 1% cryptocurrencies 1%

Social topic influence $tgtx #13, $arwr 16%, $1b 8%, growth 6%, $205m #3, 1b 3%, $ardx 3%, $150m 3%, $xbi 3%, $ions 3%

Top accounts mentioned or mentioned by @lucy3370 @zipjet @semodough @biomaven @rnaianalyst @artsstocks @mattbiotech @pnani456 @pilot310actuary @stuhar5 @grok @richyang1 @thegunnerab @biotech2k1 @ttramyloid @pikacapital @nightowlbiotech @quad4 @andreagtc @zohmbastic

Top assets mentioned TG Therapeutics, Inc. (TGTX) Arrowhead Research Corporation (ARWR) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Sarepta Therapeutics, Inc. (SRPT) Day One Biopharmaceuticals, Inc. (DAWN) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Netflix Inc (NFLX)

Top Social Posts

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

"$tgtx Solid Q. @ this rate [--] will start with $205M & will end with $1B+. Potential peak of $2B+ until SubQ and then possibly $4B. PEG of .25-.30 & YoY of 80-90%. Current SP is not accounting for this. Story here is "e" growth and SubQ. Speeding up the latter will be huge"
X Link 2026-01-13T22:57Z [---] followers, [---] engagements

"1/2 $TGTX 1.5% while Market 400+ and XBI 1.5%. Sales are (Q1 [--] $205M & FULL [--] $990m eps $1.78) yet the SP . Perhaps time for an activist SH to jolt some life in the stock while MGMT pocket millions of $ & RSUs. The intrinsic value of the stock is about $49"
X Link 2026-02-02T17:38Z [---] followers, [---] engagements

"2/2 $TGTX 20% annual FCF growth for 2026-2031 ($283M $340M $408M $588M $700M) 12.5% QoQ and 40+% YoY growth & looking at DCF puts the true value of the SP at $49"
X Link 2026-02-02T17:46Z [---] followers, [---] engagements

"$TGTX Q1 [--] sales #s should be close to $205M. This would be 65% YoY growth over Q1 [--] ($120M). Impressive annual FCF growth for 2026-2031 ($283M $340M $408M $588M $700M). Hopefully we'll see improvement in earnings going forward"
X Link 2026-02-10T18:54Z [---] followers, [---] engagements

"@zipjet $TGTX Great visual. For frame of reference a Co. growing @ 40+% annually should typically have a 30-40X PE. In bio world CAGR of 30-40% is excellent. 70-100% is hyper growth. Agree about TAM & value of IV. Based on patient feedback B is the gold standard (even against K & O)"
X Link 2026-02-03T01:13Z [---] followers, [---] engagements

"@Pilot310actuary I used Simply Wall St. DCF model for FCF calc. [----] $316.15M 2029: $678.85M 2030: $775.18 million. I realize these are very high-level projections"
X Link 2026-02-11T17:07Z [---] followers, [--] engagements

"@stuhar5 I used Simply Wall St. DCF model for FCF calc. [----] $316.15M 2029: $678.85M 2030: $775.18 million. I realize these are very high-level projections"
X Link 2026-02-11T17:08Z [---] followers, [--] engagements

"@zipjet Surprised Avonex was still at #4 in [--] with so many safer (Liver impact with A) and more effective options"
X Link 2025-05-23T15:51Z [--] followers, [--] engagements

"@semodough $TGTX B is clearly the best infusion drug for MS patients. Yet I just read a patient post stating she was only given the choice of K and O to pick from. Hopefully these data presentations will convince the neurologists what's best for their patients"
X Link 2025-05-30T14:39Z [--] followers, [---] engagements

"X is becoming so unusable. Have to scroll thru 95% garbage to find 5% useful comments and content. Quiet period for $TGTX until the ER"
X Link 2025-06-30T14:45Z [--] followers, [----] engagements

"@Lucy3370 $TGTX His bonus is a drop in the bucket. Triple digit is good since all my shares have an order to sell at $100"
X Link 2025-07-01T16:32Z [--] followers, [---] engagements

"@PikaCapital Interestingly $ARWR is back to where it was prior to the Srpt deal. But now has $1B+ (-$800M more). As you said if srpt cannot make the future payments ARWR should be able to keep the programs or partner them again. Not a bad outcome but it reopens the hi burn can of worms"
X Link 2025-07-19T19:46Z [--] followers, [---] engagements

"@NightOwlBiotech $ARDX still independent and non-oncology"
X Link 2025-07-21T00:29Z [--] followers, [---] engagements

"$ARWR In moments like this it will be a powerful statement for the CEO or the BOD to step up and purchase a few shares and show confidence in the Co. So far crickets"
X Link 2025-07-21T17:09Z [--] followers, [---] engagements

"$TGTX Saw [--] commercials of B on TNT last week one followed right after a K commercial. Need to get the word out more. I get the recommendation for K (only self-injection option) but B should be the clear choice over O due to no crap gap and lower relapse rate"
X Link 2025-07-23T18:17Z [--] followers, [----] engagements

"@Lucy3370 $TGTX Co guidance is $135M estimates are about $146M. Hopefully we'll hear about meaningful OUS sales ramp. Two key catalysts are SubQ update and any update on other indications (MG enrollment update). Hoping there are no surprise expenses"
X Link 2025-07-28T14:58Z [--] followers, [----] engagements

"With all it's promise AI is still in infancy stages. Grok even more so. To answer my question about reason for $TGTX weakness today it's feeding my own comment back to me Brilliant. @Lucy3370 $TGTX Co guidance is $135M estimates are about $146M. Hopefully we'll hear about meaningful OUS sales ramp. Two key catalysts are SubQ update and any update on other indications (MG enrollment update). Hoping there are no surprise expenses. @Lucy3370 $TGTX Co guidance is $135M estimates are about $146M. Hopefully we'll hear about meaningful OUS sales ramp. Two key catalysts are SubQ update and any update"
X Link 2025-07-28T19:33Z [--] followers, [---] engagements

"@RNAiAnalyst Up [--] cents. Market didn't give credit to $ARWR when the deal was signed & SP didn't appreciate much. When SRPT got in trouble ARWR was impacted too because of potential loss of collaboration funding. Now that SRPT can restart selling Elevidys ARWR recovers [--] cents. Go figure"
X Link 2025-07-29T05:59Z [--] followers, [---] engagements

"@semodough $TGTX I saw that and I'm not sure it's correct. The highest estimate I know of is about $150M"
X Link 2025-07-31T17:00Z [--] followers, [---] engagements

"$TGTX Good call. 90% YOY incr. good SubQ update (2-3mo) better Q3-Q4 proj. They can only play these games to call a big target and issue a miss for so long. All the while the sales keep ramping up @ good rate. @ current projection $600M for [--] and $900M+ for [--] are do-able"
X Link 2025-08-04T16:40Z [--] followers, [---] engagements

"@semodough $TGTX The whisper # is 50% above the Co. guidance. Astounding that BOFA has a Q2 EPS of $0.59 and an $11 price target"
X Link 2025-08-04T19:05Z [--] followers, [---] engagements

"High flying AMD (PE of 97) misses it's numbers and is down 6.5%. $TGTX (PE 72) is growing the Q at 91% YOY & misses it's (fake) estimate but beats it's own guidance and is down 20%+. What stops the BA analyst to put a $240M target for next Q and continue this game"
X Link 2025-08-06T16:03Z [--] followers, [---] engagements

"@Lucy3370 $TGTX Chart is broken and sadly until there's a catalyst it will remain this way. Start of the rate cuts will change the momentum (for the better) for all bios"
X Link 2025-08-12T17:24Z [--] followers, [---] engagements

"@Lucy3370 $TGTX Charts are not be all & end all. It's fundamentals+news+charts. In today's market algos & charts rule the trading. As for TGTX the last two calls had surprises that could've been avoided & were used (unjustifiably) to drive the SP down. MW could do better @ communicating"
X Link 2025-08-12T18:25Z [--] followers, [---] engagements

"$TGTX The estimates for the next Q are around $150M+ with EPS $0.22-$0.32. Anything around 80% or higher QoQ growth will be very good. I'm curious to see BA's estimate shortly before the Q call. He floated $190M for last Q"
X Link 2025-08-26T18:16Z [--] followers, [----] engagements

"@Lucy3370 @Quad__4 $TGTX Not tone deaf but needs to do better job of communicating and preparing the street. Too many surprises (e.g. his Mon morning JPM announcement about an asset acquisition "out of nowhere" when street was focused on sales ramp and sales #).Unaware.Also missed the boat on SubQ"
X Link 2025-08-27T15:19Z [--] followers, [---] engagements

"$ARWR Very good deal for a preclinical asset. It further validates the platform and this + the SRPT deal should remove the $ hangover for foreseeable future. First FDA approval is around the corner. Excited to see what will 2025-2026 bring"
X Link 2025-09-02T15:57Z [--] followers, [---] engagements

"$XBI $TGTX Bios looking good finally. 50DMA is about to cross the 200DMA for XBI. Sept rate cut should help the sector. In the meantime B keeps chugging along. Hopefully get some good updates tomorrow"
X Link 2025-09-02T17:33Z [--] followers, [---] engagements

"@Andre_AGTC @Lucy3370 @semodough @grok $TGTX Not sure what the pt. of your question is. But accumulated deficit is the money Co has spent until now. Which is in line with industry est. of 8-10 yrs and $1B-$1.5B to get a drug to the market. More important # is Co. total liabilities of $160M as of last Q. Low/Good"
X Link 2025-09-05T06:56Z [--] followers, [---] engagements

"@Biomaven $TGTX Docs are typically very conservative about switching to newer medications. Neuros have started to put more patients on B due to the positive response by the patients. KOLs however are still laggards. Trends is in the right direction"
X Link 2025-09-05T15:27Z [--] followers, [---] engagements

"@Biomaven Perception among KOLs is that B is a me too drug. Reading patients feedback leads me to believe it is more than that. Perhaps because B is engineered differently (glycoengineered faster depletion etc.) You're correct about switches from other less effective therapies"
X Link 2025-09-05T16:22Z [--] followers, [---] engagements

"@Biomaven I'm not sure shorter infusion will sway the KOLs to a great degree (SubQ should've been a higher priority). I am surprised Ins Co are not rec'ing B more (17% less $ and shorter chair time). True about challenges of displacing an established drug that is working. $TGTX"
X Link 2025-09-05T20:19Z [--] followers, [---] engagements

"Is this common with DMTs First one I've seen with O and none with B. $TGTX"
X Link 2025-09-09T15:55Z [--] followers, [---] engagements

"It appears $ARWR is impacted by the gyrations of SRPT PDUFA in [--] days"
X Link 2025-11-05T16:42Z [---] followers, [---] engagements

"@MattBiotech $TGTX True that there are no confirmed reports of a 2nd hold. Point remains as a Neuro would you put a patient on a drug that has liver safety concerns vs. a comparable drug with pristine safety profile Would you support the decision as a lawyer Would you do it as a patient"
X Link 2025-12-10T18:10Z [---] followers, [---] engagements

"$MREO drawn to the 200dma like a magnet. Will add if it gets close. $MREO Looks like it wants to test the 200DMA (red). Short term [--] DMA (yellow) support became resistance. And what an ugly close. https://t.co/8p9PbClrCc $MREO Looks like it wants to test the 200DMA (red). Short term [--] DMA (yellow) support became resistance. And what an ugly close. https://t.co/8p9PbClrCc"
X Link 2024-04-19T16:11Z [---] followers, [---] engagements

"$ARWR 5-year performance. Picture is worth a thousand words"
X Link 2024-09-26T18:19Z [--] followers, [---] engagements

"$TGTX Broke trendline and approaching multi-year resistance. If it breaks thru watch out. 🤞Nice combination of solid fundamentals and TA. $DAWN is looking good too"
X Link 2025-01-28T17:47Z [--] followers, [----] engagements

"$TGTX @zohmbastic $TGTX $34 and then $35.34 are next likely resistance points. @zohmbastic $TGTX $34 and then $35.34 are next likely resistance points"
X Link 2025-01-29T19:47Z [--] followers, [---] engagements

"$ARWR Very good data on ARO-ALK7. I understand the excitement. But it is only PreClinical data. Long way ahead"
X Link 2025-02-25T18:42Z [--] followers, [---] engagements

"Another brutal day for $XBI. There's support around $82 and if that goes next may be around $65ish. Let's hope we don't get there. The only green bio on my screen is $ARWR"
X Link 2025-02-25T19:26Z [--] followers, [---] engagements

"$ARWR Worked in many Bios and they all were either suing or being sued. Normal and a nothing burger. $IONS just protecting their turf (hopefully unsuccessfully). Arrowhead Pharmaceuticals Files Complaint for Declaratory Judgment Against Ionis Pharmaceuticals"
X Link 2025-09-11T15:28Z [--] followers, [---] engagements

"@RNAiAnalyst @newerraa @Roche @Stocktwits $SRPT I believe estimates for Q3 are around $120M-$130M due to the interruptions in the Q"
X Link 2025-10-24T15:26Z [--] followers, [---] engagements

"@Lucy3370 @bkfViking123 The challenge for $TGTX has been high expectations. Just saw MarketWatch has the 3Q est at $152M which is a stretch goal from the initial range of $140M-$150M. So even a very good $150M # may be viewed as not high enough. We may also hear from BA soon with his fake bloated est"
X Link 2025-10-27T17:49Z [--] followers, [---] engagements

"@MattBiotech Great article. Agree with the proj ($152M Q3 & beyond) & val. What do you mean by B having a moat Yes B is best in class & growing fast. At the same time K is growing fast & O is an established drug that while having slower growth still selling well + other therapies. $TGTX"
X Link 2025-10-30T23:44Z [--] followers, [---] engagements

"@zipjet @Lucy3370 I'll be happy if he doesn't have another surprise. These Monday am ER calls haven't gone great. I've been saying Monday morning ERs are typically for when you have major positive news or stellar numbers. Let's hope"
X Link 2025-10-31T23:05Z [--] followers, [--] engagements

"@Lucy3370 Thanks Lucy for the updates. At this rate $1B in [--] is do-able and SubQ in [--] is fantastic. Tremendous. $TGTX"
X Link 2025-11-03T14:11Z [--] followers, [---] engagements

"@JeremyFalmouth @Lucy3370 Im talking about PK data in 1H [--] and a small possibility to complete the trial earlier. We were previously looking at mid [--]. Have to look at the transcript for confirmation"
X Link 2025-11-03T15:19Z [--] followers, [---] engagements

"@zipjet @doepke_michel $tgtx Grade [--] (Mod) ALT/AST 320x ULN; asymptomatic transient. 49% in fenebrutinib arms vs. 13% placebo; e.g. 8.2% in RMS (Phase 2) 9.6% in CSU. Specific cases: [--] patients each at [---] mg QD and [---] mg BID in CSU (was 48). Phase [--] FENopta - RMS: consistent with prior data"
X Link 2025-11-10T15:40Z [--] followers, [---] engagements

"@Lucy3370 @pnani456 $TGTX F has shown to be "Transient reversible transaminase elevations". So limited liver damage. Still will require freq. liver follow up initially. I can see it for PPMS. For RMS where B and K have cleaner safety profile is the oral conv. a key driver Interesting question"
X Link 2025-11-10T16:53Z [--] followers, [---] engagements

"@richyang1 @Lucy3370 @pnani456 Not so sure. F still has some liver impact even if minor. As a patient (or a neuro) would you go for the convenience but take some additional risk I would not"
X Link 2025-11-10T18:07Z [--] followers, [--] engagements

"@alanla99 @richyang1 @Lucy3370 @pnani456 Different strokes for different folks. I used to take my brother for his infusions (different disease). As you said it's only twice a year and he actually didn't mind it. With a pill (that has to be taken multiple times a day possibly) it's more of a headache"
X Link 2025-11-10T21:29Z [--] followers, [--] engagements

"@PocketsAbyss $TGTX Hundred and thirteen"
X Link 2025-11-10T21:40Z [--] followers, [---] engagements

"@semodough $TGTX Penetration in Medical Centers is important strategically because 1) it gives exposure to many residents and fellows who are training at these AMCs (and become future prescribers). 2) Positive exposure to top KOLs who typically are at AMCs. Smart approach"
X Link 2025-11-13T16:32Z [--] followers, [---] engagements

"@zipjet @thegunnerab $TGTX according to Grok as to why B is popular:"
X Link 2025-11-17T19:06Z [--] followers, [---] engagements

"@ArtsStocks @RNAiAnalyst Not sure why IONS went up. At this price point $ARWR will either capture the entire FCS market (and the off label use) or IONS has to cut their price and hurt their margins. Either way not good for them. Still surprised they priced it so low in comparison. Could've done $95K"
X Link 2025-11-18T21:34Z [--] followers, [---] engagements

"@Biomaven $TGTX Difference in disease progression is incredible. Aubagios sales were $75M $80M & $50M per Q this year. They are dropping at a 40% rate YoY. Partially due to generics but hopefully partially due to B uptake. For patients sake"
X Link 2025-11-19T16:11Z [--] followers, [---] engagements

"@ArtsStocks @MarkC_LVB @RNAiAnalyst Very happy for you about $IONS. Seem to have conviction. Yet you're here regularly posting about $ARWR. Why You have to admit the pricing yesterday must have been quite a curve ball. Shot across the bow"
X Link 2025-11-19T17:17Z [--] followers, [---] engagements

"@thegunnerab $TGTX Doesn't matter. Long term Co. is growing 50%+ YoY and is expected to earn $950M in [----]. 15X EV/Revenue feels like a reasonable multiple. That puts the Co. at $14B EV (assuming $950M in 26). A modest 12X=$11.5B EV. Time is our friend"
X Link 2025-11-21T22:20Z [--] followers, [---] engagements

"@Lucy3370 $TGTX Frustrating for sure (XBI up 2.5% today and TGTX flat). Co is hitting on all cylinders and growing fast buying back shares etc. SP will catch up to fundamentals eventually"
X Link 2025-11-24T21:11Z [--] followers, [---] engagements

"@MartyChargin @Lucy3370 @BioWreck2022 @zipjet $TGTX I did a model earlier this year and had $180M and $207M for the next two quarters. That would put us at appx. 15% QoQ growth. Incredible growth considering the size ($600M annually). At this rate $1.03B+ for [----] is in sight"
X Link 2025-11-25T18:38Z [--] followers, [---] engagements

"@Biotech2k1 WVE is up another 15% today. Insane. Overdone. I own ARWR and it's getting a slight bump too. The one thing I say is that the 4.5% is fat loss not total weight loss (which includes some muscle mass loss). Plus slight increase in lean mass. So better than GLP1 in that sense"
X Link 2025-12-09T19:40Z [--] followers, [--] engagements

"@ArtsStocks @Flaggschiff0920 @RauliBio $ARWR That actually is a plus (has a lot of skin in the game) and makes sure his priorities and shareholder's priorities are aligned"
X Link 2025-12-16T16:14Z [---] followers, [---] engagements

"@TTRAmyloid $TGTX MC is about 5x [----] sales and is growing sales north of 50% YoY. Is that stupid expensive One could reasonably argue it is cheap considering the rate of growth"
X Link 2025-12-22T17:11Z [---] followers, [---] engagements

"@TTRAmyloid @ngyojiw Patent goes to [----]. Long runway. So far B is growing at 50+% rate. It may start to plateau around 2028-2029 but by then the SubQ should be out and start to steepen the growth again. Both K and B will continue to grow"
X Link 2025-12-25T07:10Z [---] followers, [--] engagements

"@Biotech2k1 Merry Christmas and Happy New Year @biotech2k. Always enjoy your insights. One of the few who have a disciplined approach in investing and stick to a plan. This bio market has too much euphoria. I see retail is following with pack mentality and buy Co.s they dont understand"
X Link 2025-12-27T07:36Z [---] followers, [--] engagements

"@ArtsStocks @grok @BioPharmaDive @endpts @IBDinvestors @medpagetoday @OTSociety @ionispharma You may not be right but youre are incessant. I respect your belief in $IONS but dont understand arguing with everyone on $ARWR thread including grok. Your more than 50% royalty outcome makes no sense"
X Link 2025-12-27T07:58Z [---] followers, [---] engagements

"@Lucy3370 Biotech investing has become WS gambling. Discipline out the window. I was in $MREO earlier (small position) but luckily got out earlier in the year"
X Link 2025-12-29T22:26Z [---] followers, [---] engagements

"@Lucy3370 "dd & diversify" exactly. My comment was about "all in" mentality. There are no guarantees in bio therefore one has to DD & diversify. Pos size based on DD TAM etc. Last year $TGTX helped my portfolio thru a bio sellout not so much this year. This year $ARWR has done well"
X Link 2025-12-30T08:03Z [---] followers, [---] engagements

"@PoliMacchiato Hopefully not. If all goes well the ticker should be gone before then"
X Link 2026-01-02T19:14Z [---] followers, [--] engagements

"@bioinvestor24 $ARWR "lack of efficacy"- did you see 38% reduction in lever fat & 78% reduction in combo therapy Combo therapy is much better than GLP1 for straight weight loss. "could actually harm.it discourages people from exercise."- I wonder what % of obese pop. actively exercise.🤔"
X Link 2026-01-06T14:16Z [---] followers, [---] engagements

"@BiomedicalRX $ARWR Not complaining but disappointed they raised capital/diluted after saying they were well funded for a few years"
X Link 2026-01-07T16:47Z [---] followers, [---] engagements

"@gerrard1987 @BernardBaruch $ARDX Like a broken clock you are right a couple of times a day. You called for a [--] handle recently. The update yesterday was very good and upgrades are coming"
X Link 2026-01-09T15:06Z [---] followers, [--] engagements

"@Lucy3370 Disappointing price action with XBI at 3yr high. Not sure what the reason is. B seems to be growing well. May be growth rate is slightly slowing or another surprise expense. Or maybe a shake out before the next move up. Well know soon"
X Link 2026-01-09T22:17Z [---] followers, [--] engagements

"@dcblocher @Lucy3370 @zipjet @ShelbyGuti16558 "grow revenue & earnings" but he's missed on the "earning" part for the past few qtrs & he's accountable to SH. With XBI going parabolic in [----] $TGTX performed very poorly. That's on the CEO & he got comp'ed well beyond it. I hope he has something meaningfully pos. tomorrow"
X Link 2026-01-12T20:13Z [---] followers, [---] engagements

"@Biomaven @Baanfoo Any SubQ option (2m or 3m) will have a major positive impact on $TGTX trajectory. IMHO Co. was slow to initiate the SubQ option and now is in catch up mode while K grows rapidly"
X Link 2026-01-13T15:40Z [---] followers, [---] engagements

"@Lucy3370 @TheWolfofTSX @unnatural78 @biopharmacaster @TGTherapeutics Perhaps time for an activist SH to shake things up. Amazing that revenue has been growing close to 70% annually and the earnings are flat. We always seem to have surprise expenses. In the meantime a good portion of buybacks go right back to MW and the team in large grants"
X Link 2026-01-13T15:52Z [---] followers, [--] engagements

"$tgtx Solid Q. @ this rate [--] will start with $205M & will end with $1B+. Potential peak of $2B+ until SubQ and then possibly $4B. PEG of 2.5-3.0 & YoY of 80-90%. Current SP is not accounting for this. Story here is "e" growth and SubQ. Speeding up the latter will be huge"
X Link 2026-01-13T22:48Z [---] followers, [--] engagements

"@A_May_MD $TENX The fact that Simdax has been an approved drug (although for a different indication) has de-risked it from a safety standpoint. Why do you think the trial design has set a higher bar than the KOL's bar"
X Link 2026-01-14T15:46Z [---] followers, [---] engagements

"@zipjet $TGTX Yes they know it now. My point was they were late to start the SubQ trials (did many other comp trials). 🤞to complete enrollment on time (or earlier). Agree w/you about SubQ's probability of success. The sales ramp up look very good. PEG of .25 - way undervalued"
X Link 2026-01-16T16:26Z [---] followers, [---] engagements

"@OzzieChambers Zunovo defeats the point about SubQ (cannot be self administered at home and has to be done by a HCP or in the office). Briumvi will soon provide the best of both world effective and superior IV plus a less frequent dosing more convenient SubQ self administered @ home. $TGTX"
X Link 2026-01-20T18:31Z [---] followers, [---] engagements

"$TGTX The rate cut is finally fueling the small cap move up. $32.62 is the near resistance. Oh so close ($32.61). With more cuts planned for the rest of the year it should be positive for the sector"
X Link 2025-09-18T20:07Z [---] followers, [---] engagements

"Looks to be a good Monday.🙏 $TGTX $IOVA and later $SRPT"
X Link 2025-11-03T14:18Z [---] followers, [----] engagements

"@Lucy3370 B. Riley had the eps estimate at [----]. Taking out the one time credit the eps this Q was [----]. This could be the reason. Long term story hasnt changed. $TGTX is on track for roughly around$1B in sales and $2.25 eps in [--]. Surprised SubQ update didnt create more excitement"
X Link 2025-11-03T15:06Z [---] followers, [----] engagements

"$Xbi being 📉as much as 4%+ doesnt help. Call was excellent & story is intact. In early growth phase top line growth of 90% YoY is more important than eps. Amzn & Nflx type were losing $ in their early growth stages. $TGTX will be fine and B will be a blockbuster soon. @Lucy3370 B. Riley had the eps estimate at [----]. Taking out the one time credit the eps this Q was [----]. This could be the reason. Long term story hasnt changed. $TGTX is on track for roughly around$1B in sales and $2.25 eps in [--]. Surprised SubQ update didnt create more excitement. @Lucy3370 B. Riley had the eps estimate at"
X Link 2025-11-03T19:03Z [---] followers, [---] engagements

"$TGTX Has reached a point that naysayers have to find a diff reason each Q to keep a lid on the SP. 1st was an unexpected charge then a [--] time gain now the F data. In the meantime sales #s keep growing steadily. Next year Co is projected to reach $900M+ in sales and $2+ eps"
X Link 2025-11-11T17:08Z [---] followers, [---] engagements

"$TGTX the best news from today was the timeline for SubQ data in [--]. This will be the biggest driver outside of a blowout Q or EPS surprise. For now stock/FMV is ridiculously low based on the rate of growth and [----] estimates. AI agrees"
X Link 2025-12-02T21:05Z [---] followers, [----] engagements

"$TGTX JPM schedule is out. 1:30 on Tuesday"
X Link 2025-12-17T01:41Z [---] followers, [----] engagements

"$TGTX Look forward to Q4 update. Hope to see $185M+ and .25-.35 EPS. Sales and conversions are progressing very well. Briumvi is establishing itself as the best MS therapy (need SubQ for dominance). MW should pay more attention to EPS and keep any surprise spending down"
X Link 2026-01-02T18:27Z [---] followers, [---] engagements

"when is ardx reporting their q4 numbers"
X Link 2026-01-07T17:16Z [---] followers, [--] engagements

"$TGTX Should get the preliminary #s for B during JPM. Everything points up and hopefully TGTX team can deliver good update on SubQ cont. growth ($180M-$185M) and moderate expenses. Drug is continuing to make a difference in people's lives"
X Link 2026-01-09T15:54Z [---] followers, [----] engagements

"$TGTX These are healthy numbers. CEOs get their main comp from stocks (align with SH) and take a smaller salary. Small Bio CEO stock comps are typically around 1%-2%. MW still makes about $900K/yr which is not a lot for a multi-B Co but he's compensated very well with the stock. $TGTX Shares awarded to MW before JPM is a bullish sign. In past years the award dates were not necessarily fixed. In some cases end of January March and even June. So these shares could have been awarded at anytime. https://t.co/1Zk081qUaW $TGTX Shares awarded to MW before JPM is a bullish sign. In past years the"
X Link 2026-01-12T15:40Z [---] followers, [---] engagements

"PEG of .25-.30 🤦"
X Link 2026-01-13T22:55Z [---] followers, [--] engagements

"$TGTX Useful data but IMHO most of the effort/resources/$ should go to SubQ (much bigger driver for growth)"
X Link 2026-01-14T15:18Z [---] followers, [----] engagements

"$TGTX Picked up a few shares. Way undervalued here"
X Link 2026-01-14T17:36Z [---] followers, [---] engagements

"$ARDX I wouldn't mind at all if the shares dropped to $77.30. 🚨Stock Update: Shares of Ardelyx Inc. $ARDX fell 2.03% to $77.30 after the company announced that the first patient had been dosed in its ACCEL Phase [--] trial. The study will evaluate IBSRELA (tenapanor) for treating chronic idiopathic constipation in adults. Specifically the https://t.co/wGBZpA2uuw 🚨Stock Update: Shares of Ardelyx Inc. $ARDX fell 2.03% to $77.30 after the company announced that the first patient had been dosed in its ACCEL Phase [--] trial. The study will evaluate IBSRELA (tenapanor) for treating chronic idiopathic"
X Link 2026-01-28T17:39Z [---] followers, [----] engagements

"$TGTX The initial hold in [----] was specifically related to liver enzyme elevations a known safety concern with BTK inhibitors as a class. Similar issues have affected other BTK drugs too. @MattBiotech $TGTX True that there are no confirmed reports of a 2nd hold. Point remains as a Neuro would you put a patient on a drug that has liver safety concerns vs. a comparable drug with pristine safety profile Would you support the decision as a lawyer Would you do it as a patient @MattBiotech $TGTX True that there are no confirmed reports of a 2nd hold. Point remains as a Neuro would you put a patient"
X Link 2025-12-10T18:19Z [---] followers, [---] engagements

"@LeftyT75 Whats giving you the feeling I havent seen anything regarding FOXP3 gene"
X Link 2026-01-25T23:14Z [---] followers, [--] engagements

"@semodough $TGTX (1/2) Good study to show superiority to Gilenya. What we know Briumvi: near complete suppression (97% fewer gadolinium-enhancing T1 lesions and 91% fewer new/enlarging T2 lesions vs. teriflunomide). Gilenya (oral med) reduces lesions significantly but less than Briumvi"
X Link 2026-01-27T16:38Z [---] followers, [---] engagements

"@zipjet The momentum for switching to Briumvi is picking up and I've read many positive patient comments. Last Q $TGTX achieved 19% QoQ growth in US sales. At this rate $210M-$215M for Q1 [----] is do-able which puts $950M-$1B for [----] within reach. SP will reflect this at some point"
X Link 2026-01-29T20:12Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing