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@Biobeats99 Luca Research Investment ClubBiotech companies are sharing updates on their research and development progress at various conferences, including ESMO. Several firms, such as Cantor Fitzgerald, Jefferies, and Bank of America, are providing analysis and insights on the biotech sector. Key areas of focus include advancements in cancer treatment, gene therapy, and rare diseases.
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% countries XXXX% social networks XXXX% automotive brands XXXX%
Social topic influence bio 18.64%, $nuvl #5, $bmrn #10, $alny #10, $vrtx #13, $prax #10, $arwr #23, $ions #13, $beam #15, $rxrx #6
Top assets mentioned Nuvalent, Inc. Class A Common Stock (NUVL) BioMarin Pharmaceutical, Inc. (BMRN) Alnylam Pharmaceuticals, Inc. (ALNY) Vertex Protocol (VRTX) Praxis Precision Medicines, Inc. Common Stock (PRAX) Arrowhead Research Corporation (ARWR) Ionis Pharmaceuticals, Inc. Common Stock (IONS) BEAM (BEAM) Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX) Kymera Therapeutics, Inc. Common Stock (KYMR) CRISPR Therapeutics AG (CRSP) Intellia Therapeutics, Inc (NTLA) Sarepta Therapeutics, Inc. (SRPT) Axsome Therapeutics, Inc (AXSM) Dyne Therapeutics, Inc. Common Stock (DYN) Goldman Sachs (GS) Bluefin (BLUE) CG Oncology, Inc. Common stock (CGON) Amgen, Inc. (AMGN) Cogent Biosciences, Inc. Common Stock (COGT) SuperRare (RARE) Taraxa (TARA) Danaher Corporation (DHR) Viking Therapeutics, Inc (VKTX) Eli Lilly and Company (LLY) IDEAYA Biosciences, Inc. Common Stock (IDYA) Crinetics Pharmaceuticals, Inc. (CRNX) Revolution Medicines, Inc. Common Stock (RVMD) Merus N.V. Common Shares (MRUS) uniQure N.V. (QURE) Denali Therapeutics Inc. Common Stock (DNLI) Adverum Biotechnologies, Inc. Common Stock (ADVM) Thermo Fisher Scientific Inc. (TMO) PerkinElmer, Inc. (PKI) Avantor, Inc. (AVTR) Regeneron Pharmaceuticals Inc (REGN) Wave Life Sciences Ltd. Ordinary Shares (WVE) Novo-Nordisk (NVO) AltLayer (ALT) Insmed, Inc. (INSM) Arcutis Biotherapeutics, Inc. Common Stock (ARQT) Neurocrine Biosciences, Inc. (NBIX) Acadia Pharmaceuticals Inc. (ACAD) Disc Medicine, Inc. Common Stock (IRON) Basilisk (BSX) Measurable Data Token (MDT) Intuitive Surgical, Inc. (ISRG) GLOBUS MEDICAL INC (GMED) Arcblock (ABT) Zimmer Biomet Holdings Inc (ZBH) ResMed Inc. (RMD) BABB (BAX) Edwards Lifesciences Corp (EW) Supernus Pharmaceuticals, Inc. (SUPN) Sage Therapeutics, Inc (SAGE) Bristol-Myers Squibb Co (BMY) Biogen Inc (BIIB) Johnson & Johnson (JNJ) Steris, PLC. (STE) Neenah, Inc. Common Stock (NP) Cheeseball (CB) Hartford Financial Services Group Inc (HIG) W R Berkley Corp (WRB) Cincinnati Financial Corporation (CINF) American Financial Group, Inc. (AFG) Old Republic International Corporation (ORI)
Top posts by engagements in the last XX hours
"Goldman Sachs Neptune Holdings: A Flood Insurance Leader with a Unique Market Growth + Market Share Gains Story; Initiate Buy Full report in bio $NP $TRV $CB $ALL $PGR $HIG $AIG $WRB $CINF $AFG $ORI $RNR $RE $EG $MKL $RLI $ACGL $KNSL $SIGI $MCY $BRO $AJG $WTW $MMC $SPGI"
X Link 2025-11-03T22:58Z XXX followers, XXX engagements
"TD Cowen AZTA reports FY25 top and bottom line beat with initial FY26 revenue and adjusted EBITDA guidance exceeding expectations. Full report in Bio $AZTA $TMO $WAT $PKI $DHR $AVTR $ICLR $QLGN $BRKR $RGEN $NVCR $ST $REGN $VRTX $VCEL"
X Link 2025-11-21T17:34Z XXX followers, XXX engagements
"Jefferies Analysis of Wave Life Sciences' WVE-007 INHBE siRNA data suggests a promising differentiated mechanism in metabolic disease presenting a potential future competitive consideration for Eli Lilly's portfolio. Full report in Bio $LLY $WVE $NVO $AMGN $VKTX $GPCR $ALT"
X Link 2025-12-10T17:57Z XXX followers, XXX engagements
"Jefferies REPLAY JefBio's Underappreciated SMID-Cap Ideas Call Full video in Telegram (in bio)👆 $KURA $SMMT $IDYA $LEGN $IMCR $VRDN $EYPT $TNGX $CRNX $RVMD $ZYME $MRUS $IMNM $NUVL $RPTX $ALXO $PYXS $COGT $ANAB $VTYX $INSM $ARQT $PRAX $RARE $FGEN $GLPG $NBIX $ACAD $VKTX"
X Link 2025-10-27T00:11Z XXX followers, XXX engagements
"JP Morgan China Healthcare: Key takeaways from 11th batch of national centralized drug procurement Full report in bio $ZLAB $IMAB $AKESO $EGRNF $HLVX $ALNY $ARWR $IONS $BLUE $BMRN $SRPT $VRTX $EDIT $CRSP $NTLA $BEAM $RGNX $QURE $PGEN $DNLI $FATE $ADVM $VERV $PRAX $GLPG"
X Link 2025-10-29T11:20Z XXX followers, XXX engagements
"Jefferies Most Read Reports and Top Questions from the Buyside Oct 2025 Edition Full report in bio $KURA $IDYA $LEGN $IMCR $TNGX $RVMD $ZYME $MRUS $IMNM $NUVL $RPTX $ALXO $PYXS $COGT $CRNX $SNDX $IRON $NRIX $REPL $ANAB $VTYX $INSM $ARQT $PRAX $RARE $FGEN $GLPG $NBIX $ACAD"
X Link 2025-11-02T16:01Z XXX followers, XXX engagements
"Citizens JMP IART: Integra LifeSciences Holdings Corporation - More Puts and Takes in 3Q25 4Q Guidance Trimmed Lower (David Turkaly) Full report in bio $IART $BSX $ABT $MDT $SYK $ZBH $ISRG $GMED $ICUI $RMD $BAX $EW $HOLX $TMO $DHR $A $AVTR $BIO $PKI $ILMN $TXG $PACB $ABCL"
X Link 2025-11-02T16:02Z XXX followers, XXX engagements
"Goldman Sachs KeyMed A key player in China's booming immunology; Initiate at Buy XX pages Full report in bio $ZLAB $IMAB $AKESO $EGRNF $HLVX $ARWR $ALNY $IONS $BLUE $BMRN $SRPT $VRTX $EDIT $CRSP $NTLA $BEAM $RGNX $QURE $PGEN $DNLI $FATE $ADVM"
X Link 2025-11-03T22:48Z XXX followers, XXX engagements
"Goldman Sachs China Healthcare: Biotechnology: From Survive to Thrive - Deep-dive on China's small-cap biotech; initiate on Abbisko at Buy Full report in bio $2256.HK $ZLAB $IMAB $AKESO $EGRNF $HLVX $2162.HK $2696.HK $ARWR $ALNY $IONS $BLUE $BMRN $SRPT $VRTX $EDIT $CRSP"
X Link 2025-11-03T22:51Z XXX followers, XXX engagements
"JP Morgan Webinar on X Dec - US Pharma & Biotech Outlook: Global Potential of China Innovative Drugs Full video in bio $ZLAB $IMAB $AKESO $EGRNF $HLVX $ARWR $ALNY $IONS $BLUE $BMRN $SRPT $VRTX $EDIT $CRSP $NTLA $BEAM $RGNX $QURE $PGEN $DNLI $FATE $ADVM $VERV $PRAX $GLPG"
X Link 2025-11-12T08:50Z XXX followers, XXX engagements
"LifeSci Capital Deep Dive ADAG (OUTPERFORM $XXXX PT): Realizing the True Potential of CTLA-4; Initiating at OUTPERFORM and $X PT Full report in bio $ADAG $IMCR $LEGN $KURA $IDYA $RVMD $TNGX $ZYME $MRUS $IMNM $NUVL $RPTX $ALXO $PYXS $COGT $CRNX $SNDX $IRON $NRIX $REPL $ANAB"
X Link 2025-11-14T23:13Z XXX followers, XXX engagements
"Goldman Sachs SSE LN: SSE Deep dive: to raise or not to raise BUY United Kingdom Full report in bio $SSE $NGG $CNA $DAX $ENEL $IBE $ORSTED $RWE $VOD $BTI $BP $SHEL $TTE $EQNR $NEE $DUK $D $AEP $SO $XEL $EXC $ED $PCG $PEG $PPL $EIX $AWK $WEC $CMS $NRG"
X Link 2025-11-14T23:24Z XXX followers, XXX engagements
"RBC SUPN US: Supernus Pharmaceuticals Initial Opinion Firing on all cylinders with trifecta of branded CNS launches: Initiate Buy $XX PO Full report in bio $SUPN $AXSM $RLMD $SAGE $CYT $LLY $BMY $BIIB $ABBV $JNJ $PFE $AMGN $VRTX $BMRN $SRPT $IONS $ALNY $ARWR $BLUE"
X Link 2025-11-14T23:42Z XXX followers, XXX engagements
"Goldman Sachs ALH US: Alliance Laundry Initial Opinion The (Speed) Queen of Laundry: initiate at Buy BUY Full report in bio $ALH $WHR $IR $LII $TT $CARR $AAON $LEG $MHK $MAS $FBIN $AWI $JCI $GNRC $SWK $HD $LOW $TSLA $GE $HON $EMR $ITW $DHR $MMM $ETN $ROK $CAT $DE $PH"
X Link 2025-11-14T23:42Z XXX followers, XXX engagements
"Barclays GE Healthcare acquires Intelerad for $XXX billion significantly expanding its cloud-based SaaS portfolio across multiple care settings; Equal Weight rating reiterated. Full report in Bio $GEHC $SIEM $PHG $BAX $MDT $BSX $RMD $EW $ABT $JNJ $DXCM $ISRG $ZBH $STE $TFX"
X Link 2025-11-21T16:02Z XXX followers, XXX engagements
"Bank of America Carlsmed's cervical TPT saw a decline but analysis indicates the issue could be resolved within XX days. Maintaining BUY rating. Full report in Bio $CARL $SIBN $ATEC $NVST $GMED $SRDX $XRAY $STE $CNMD $HAE"
X Link 2025-11-24T05:28Z XXX followers, XXX engagements
"Needham HRMY reports positive results for Pitolisant GR supporting a planned NDA submission in early 2026. BUY rating maintained with $XX price target. Full report in Bio $HRMY $AXSM $JAZZ $AVDL $SUPN $SAGE $SEEL $BCLI $MNKD $PRTA"
X Link 2025-11-24T16:19Z XXX followers, XXX engagements
"Jefferies BioMarin Pharmaceutical: The PDUFA delay for ASND is viewed as a procedural rather than clinical issue with limited fundamental impact. BUY rating maintained with confidence in the program's approval prospects in 1H26. Full report in Bio $BMRN $RARE $BGNE $UTHR"
X Link 2025-11-27T18:35Z XXX followers, XXX engagements
"Cantor Fitzgerald Analysis of Arrowhead's pooled baseline data from its Phase X SHTG trial indicates a well-characterized patient population reducing clinical risk ahead of topline results. Positive stock outlook maintained. Full report in Bio $ARWR $ALNY $IONS $VRTX $NUVL"
X Link 2025-12-05T05:34Z XXX followers, XXX engagements
"TD Cowen HALO named a top pick for 2026 with confidence centered on the strategic value and commercial potential of its ENHANZE drug delivery technology platform. Full report in Bio $HALO $RXRX $KYMR $CGON $DYN $TARA $ACRV $SVRA $PRAX $AXSM $NUVL $BEAM $ARWR $ALNY $BMRN"
X Link 2025-12-05T18:14Z XXX followers, XXX engagements
"TD Cowen ASH 2025 data and a clear 2026 catalyst path signal a major upcoming growth phase ("Boom") for next-generation IKZF1/3 degraders in multiple myeloma. Full report in Bio $CCCC $KYMR $RXRX $CGON $DYN $TARA $ACRV $SVRA $PRAX $AXSM $NUVL $BEAM $NTLA $CRSP $BMY $AMGN"
X Link 2025-12-05T18:16Z XXX followers, XXX engagements
"Wolfe Research Summary ahead of a key binary event for Kymab (KYMR) this Monday December 8th. The event likely a major clinical data readout or regulatory decision is expected to cause significant stock volatility. Full report in Bio $KYMR $RXRX $DYN $CGON $NUVL $TARA"
X Link 2025-12-06T15:09Z XXX followers, XXX engagements
"Wedbush Initial clinical data for WVE-007 demonstrates a transformative therapeutic profile potentially opening a significant new market in neuromuscular and neurological disorders. Full report in Bio $WVE $IONS $ALNY $BMRN $RARE $NTLA $CRSP $BEAM $EDIT $SRPT $KYMR $RXRX"
X Link 2025-12-08T15:46Z XXX followers, XXX engagements
"Jefferies Structure Therapeutics' robust Phase X data for its oral GLP-1 receptor agonist solidifies its profile as a Phase 3-ready asset in the competitive obesity market. Full report in Bio $GPCR $LLY $NVO $AMGN $ALT $VKTX $CORT $BIIB $MNKD $KYMR $RXRX $CGON $DYN $AXSM"
X Link 2025-12-08T17:38Z XXX followers, XXX engagements
"Piper Sandler Cogent Biosciences reports a 'hat trick' of positive updates for bezuclastinib: positive data in Advanced Systemic Mastocytosis (AdvSM) and deepening responses in Non-Advanced SM reinforcing its best-in-class potential. Full report in Bio $COGT $KYMR $RXRX $DYN"
X Link 2025-12-08T19:35Z XXX followers, XXX engagements
"Citi Regeneron's Lynozyfic demonstrates compelling early clinical data supporting confidence in its broad and comprehensive development program across multiple indications. Full report in Bio $REGN $KYMR $RXRX $DYN $CGON $NUVL $TARA $ACRV $SVRA $PRAX $AXSM $BEAM $NTLA $IMGN"
X Link 2025-12-10T18:17Z XXX followers, XXX engagements