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Several biotech companies are making progress, including $IDYA, $ZLAB, and $DNLI. $IDYA's data is comparable to $ZLAB's, with a potential advantage in safety, and it is moving up the ranks of investors' lists. $DNLI is also gaining attention, with some investors comparing it to $ALNY, and it has recently been added to some portfolios.
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX% technology brands XXXX% exchanges XXXX% currencies XXXX%
Social topic influence $zlab #7, $uthr #8, $idya #8, $akro #4, $lqda #5, $dnli #1, give me 0.38%, stocks #4604, $mtsr #5, $insm #7
Top accounts mentioned or mentioned by @hassanaesthetic @winnerinvestor @biopharmiq @cdeb_2022 @sharedresonance @tohjah7809 @antisentiment_ @biomedicalrx @therealupndown @yaireinhorn @judapearl @sean65555013 @therealryc @geneinvesting @razorsharpdna @contextinvestor @pjamess69 @9parvin9 @gordonzhang81 @superduperdrugs
Top assets mentioned United Therapeutics, Corp. (UTHR) IDEAYA Biosciences, Inc. Common Stock (IDYA) Akropolis (AKRO) Denali Therapeutics Inc. Common Stock (DNLI) Metsera, Inc. Common Stock (MTSR) Insmed, Inc. (INSM) BridgeBio Pharma, Inc. Common Stock (BBIO) Blueprint Medicines Corporation (BPMC) Axsome Therapeutics, Inc (AXSM) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Xenon Pharmaceuticals Inc (XENE) Bitcoin Incognito (XBI) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Coinbase Global, Inc. (COIN) BioMarin Pharmaceutical, Inc. (BMRN) Baker Hughes Co (BKR) Schlumberger NV (SLB) Limitus (LMT) Raytheon Technologies Corp (RTX) L3Harris Technologies Inc (LHX) General Dynamics Corporation (GD) Northrop Grumman Corporation (NOC) Veracyte, Inc. (VCYT) Floor & Decor Holdings, Inc. (FND) Tempus AI, Inc. Class A Common Stock (TEM) Club Atletico Independiente Fan Token (CAI) Alnylam Pharmaceuticals, Inc. (ALNY) Summit Therapeutics Inc. Common Stock (SMMT) Exelixis Inc (EXEL) Protagonist Therapeutics, Inc (PTGX) Crinetics Pharmaceuticals, Inc. (CRNX) Main Street Capital Corporation (MAIN) NuCypher (NU) SL Green Realty Corp. (SLG) Intellia Therapeutics, Inc (NTLA) Regeneron Pharmaceuticals Inc (REGN) Vertex Protocol (VRTX) Heima (HEI) Embraer S.A. (ERJ) Howmet Aerospace Inc (HWM) Neurocrine Biosciences, Inc. (NBIX) Pfizer, Inc. (PFE) Alibaba Group (BABA) ADMA Biologics, Inc. (ADMA) Dyne Therapeutics, Inc. Common Stock (DYN) Kymera Therapeutics, Inc. Common Stock (KYMR) BEAM (BEAM)
Top posts by engagements in the last XX hours
"Sold all of $MLTX this morning after it failed in its phase X trail. That is part of the biotech investing game. Took the loss and moved on"
X Link @Biotech2k1 2025-09-29T18:18Z 32.3K followers, 2900 engagements
"Coinbase has to be the worst exchange in history. If I didn't have cash on there I would never use them again. I set an oder. My cash disappeared but no order ever showed up. What a piece of garbage. Will use Binance from now on"
X Link @Biotech2k1 2025-10-11T01:07Z 32.3K followers, 5243 engagements
"$BMRN was one of my biotech companies back in the day when I owned things like Celgene Regeneron Alexion and Biomarin. I sold it when it was $XXX because I thought RNAi and Gene Therapies/Editing would disrupt their business in rare disease. I seem to have been right. I don't see a reason to come back"
X Link @Biotech2k1 2025-08-14T11:38Z 32.3K followers, 1937 engagements
"$ZLAB and $IDYA running close on data in DLL3 which could be a huge blockbuster target"
X Link @Biotech2k1 2025-09-13T16:02Z 32.3K followers, 2517 engagements
"I dumped $BKR $SLB and $VIST to reduce my Oil & Gas portfolio to XX% stock in line with my fade the bubble strategy. I have about XX% bonds and XX% cash which will go into bonds once they pull back. That will give me my XX% bond/25% stock Graham bubble top weighting"
X Link @Biotech2k1 2025-09-22T15:28Z 32.3K followers, 2028 engagements
"$AXSM Axsome Therapeutics Highlights Data Across Its Leading Neuroscience Pipeline at Psych Congress 2025"
X Link @Biotech2k1 2025-09-17T11:15Z 32.3K followers, 2660 engagements
"$AKRO I looked at them as I am not familiar with FGF21 as a target for MASH. Then I read the data in NEJM and I will pass"
X Link @Biotech2k1 2025-08-14T12:48Z 32.3K followers, 2034 engagements
"My Aerospace Stocks are Joining the XX% club this year. Out of $RTX $LMT $NOC $LHX & $GD X are up over XX% X are up over XX% and $LMT is up 10%"
X Link @Biotech2k1 2025-10-08T01:18Z 32.3K followers, 3311 engagements
"You got to be kidding me $AKRO That is X in X year. Now I got to find a replacement"
X Link @Biotech2k1 2025-10-09T10:17Z 32.3K followers, 4579 engagements
"I had Grok analyze my portfolio for foreign manufacturing risk due to tariffs. X names got flagged with $ZLAB and $LQDA. I will have to be cautious on them based on manufacturing and sales. I know all of $ZLAB's sales are China"
X Link @Biotech2k1 2025-09-26T00:21Z 32.3K followers, 3739 engagements
"$VCYT looks like a testing company so I will pass"
X Link @Biotech2k1 2025-08-14T13:39Z 32.3K followers, 1498 engagements
"First move I made today as part of my new strategy was to take the XX% cash I have at M1 in my high yield savings and moved it to the brokerage to buy $BND and $FND as the rates on high yield savings are now down below X% and I can get X% + from bonds. I will buy some $BND and $FBND every pull back until I put all that cash to work"
X Link @Biotech2k1 2025-09-19T13:39Z 32.3K followers, 2319 engagements
"Financials: Partnerships: They have a partnership with Neurocrine Biosciences for sodium channel inhibitors. They have the right to opt in for co-development of one drug which allows them to get half the sales. They can get up to $XXX million milestones per product. They will also get royalties on these drugs. Balance Sheet: They have no sales yet. They have $XXX million cash. They have no debt"
X Link @Biotech2k1 2025-08-28T11:39Z 32.3K followers, 1456 engagements
"Added a little $DNLI then fixed all my typos from yesterday"
X Link @Biotech2k1 2025-10-10T14:28Z 32.3K followers, 5852 engagements
"I tried to crunch the numbers as best as I could with the 563000 shares out after the 75/1 reverse split in August. The diluted today by about 503000 for the stock sales and another 234000 for the Warrants. If my math is right then $SPRB is worth $XXX per share"
X Link @Biotech2k1 2025-10-08T13:16Z 32.3K followers, 103.7K engagements
"After my chat with Xai and ChatGTP I came away with X names but both admitted these companies were very overvalued and approaching bubbly from value metric due to the AI hype. I will add them to my watch list for when the bubble pops. They are $TEM and $CAI. I think a XX% correction would offer a good place to start"
X Link @Biotech2k1 2025-09-27T11:57Z 32.3K followers, 2244 engagements
"I will sum up my thoughts on $UTHR based on what ChatGTP told me because I think it nails this investment. They are a strong commercial company that could be a strong asymmetric bet with their Xenotransplant. It has a strong platform from which to launch high risk/high reward programs. I will weight them accordingly until we get to see some Xenotransplant data"
X Link @Biotech2k1 2025-09-29T19:52Z 32.3K followers, 2856 engagements
"I am strongly thinking I will dump $UTHR today if the bubble in biotech continues. It was a fun trade but there is way too much risk and not enough value left in it for that risk. I will take my nice trade and wait for it to either crash in price or prove some Xenotransplant data. I honestly never own companies over $XX billion market cap so I should stick to that rule. Law of diminishing returns"
X Link @Biotech2k1 2025-10-03T11:17Z 32.3K followers, 5328 engagements
"I get the feeling that $DNLI is at that $ALNY moment where it has finally got a PDUFA data for its transport technology which could eventually lead to a big and broad pipeline. The only difference is the market has not figured it out yet. It took a long time for them to catch on to $ALNY too"
X Link @Biotech2k1 2025-10-10T13:39Z 32.3K followers, 4670 engagements
"I added several companies to my Biotech list that I don't own but I do really like the companies. They are $UTHR $SMMT $EXEL & $MDGL. That way I get news from their posts"
X Link @Biotech2k1 2025-10-03T23:01Z 32.3K followers, 4038 engagements
"This is very powerful data and right up there with the $ZLAB data. I think $IDYA would take it on safety"
X Link @Biotech2k1 2025-09-11T19:02Z 32.3K followers, 3633 engagements
"I nibbled some $XENE and $IDYA as they are still below my weighting limit and part of my top XX core positions"
X Link @Biotech2k1 2025-10-07T15:55Z 32.3K followers, 2563 engagements
"I think I got a winner in an later stage oncology name. I have enough interest and confirmation from Grok and ChatGTP to make me stop and do a deeper dive and valuation model. I will let you know what I find"
X Link @Biotech2k1 2025-10-10T21:14Z 32.3K followers, 5402 engagements
"Here is my valuation for $IMNM using conservative numbers"
X Link @Biotech2k1 2025-10-10T23:18Z 32.3K followers, 2946 engagements
"$AVXL is one of those companies with a tragic history which I always dismiss when I see them in my research. Today I am going to look deeper because I don't want to miss a potential winner"
X Link @Biotech2k1 2025-10-11T14:17Z 32.3K followers, 20.5K engagements
"I double dipped a little $DNLI here at $XXXXX to bring it up to XXXX% position. This is my replacement for $AKRO which was my replacement for $MTSR"
X Link @Biotech2k1 2025-10-10T17:05Z 32.3K followers, 2639 engagements
"Moving $IDYA up X in ranks for my mid stage companies"
X Link @Biotech2k1 2025-09-02T12:03Z 32.3K followers, 2982 engagements
"$INSMis a dominante core position with X potential best in class blockbuster drugs in the making. Sales for Brinsupri will be a key driver for next year or two. TPIP remaining best in class is key. $BBIO is a core position as it has a best in class aTTR drug. Sales growth will be key along with late stage data from other programs. They will drive future growth. $AXSM is a core as it has a very broad pipeline. Auvelity sales will be key in near term as the rest of late stage develops. New Symbravo sales will be key to sucess. $CRNX is core as long as they do well as a commercial organization."
X Link @Biotech2k1 2025-10-03T10:14Z 32.3K followers, 1359 engagements
"I looked at $PTGX today but ended up crossing off the list as they give away too much of their potential to partners. They only get XX% of Rusferitide and only XX% sales on JNJ-2113. That is just not enough potential. Not to sit around and hope they can use that money to find yet another big winner"
X Link @Biotech2k1 2025-10-09T13:47Z 32.3K followers, 3722 engagements
"I finished today up XXXXX% on my biotech portfolio vs XXXX% for the $XBI. My back to basics strategy is reward me with some nice winners this year like $BPMC $VRNA $MTSR $INSM $BBIO and $CRNX. Just trying to stay ahead of big pharma who seems to be using my portfolio as a shopping list"
X Link @Biotech2k1 2025-09-26T20:17Z 32.3K followers, 5217 engagements
"I am updating my numbers on $IDYA. I have been on the fence with this one as they are in multiple phase 2/3 trials for Uveal Melanoma. They plan to use the data read out coming up later this year to go after accelerated approval. I had them at a 1x multiplier but that seems to undervalue the level of development. I know giving them 3x would over value it. I think I am going with 2x which seems most appropriate for this level of development. This increases my valuation to $52"
X Link @Biotech2k1 2025-09-03T15:14Z 32.3K followers, 11.3K engagements
"I sold $MAIN $NU and $SLG in my Financials portfolio. This reduces that portfolio to only X% stock but no way I am buying anything in financials at these levels. I will got XX% bonds instead and actually get paid to wait for the bubble to pop"
X Link @Biotech2k1 2025-09-22T15:43Z 32.3K followers, 1860 engagements
"Meta AI: To determine which is better between $IDYA (IDEAYA Biosciences) and $ZLAB (Zai Lab) based on DLL3 data let's break down the key points from the available data. DLL3 Targeting Therapies Both companies are developing therapies targeting DLL3 a protein often overexpressed in small-cell lung cancer (SCLC) and neuroendocrine tumors (NETs). IDEAYA Biosciences ($IDYA) IDE849 (SHR-4849): A first-in-class DLL3-targeting TOP1 payload antibody-drug conjugate (ADC) with promising Phase X data. Efficacy: XXXX% overall response rate (ORR) in second-line SCLC patients and XXXX% ORR across all"
X Link @Biotech2k1 2025-09-13T18:15Z 32.3K followers, 1835 engagements
"$NTLA is a company I recently sold. I have serious concerns about the profitability of high cost therapies with a ton of competition"
X Link @Biotech2k1 2025-08-15T18:21Z 32.3K followers, 1775 engagements
"Sold out of all my $MGX. This company is leftover from my old strategy. It has very little data to validate any of its science. I sold it all today at $2.30"
X Link @Biotech2k1 2025-09-30T19:45Z 32.3K followers, 4657 engagements
"Grok agrees with my base valuation on $SPRB"
X Link @Biotech2k1 2025-10-08T14:11Z 32.3K followers, 10.8K engagements
"That second $BBIO should be $BPMC. My bad"
X Link @Biotech2k1 2025-08-29T00:00Z 32.3K followers, 2079 engagements
"I will be the one to say it again. The biotech investor dream is the company that grows from small cap to the next $REGN $VRTX or $INSM. Any CEO who sells big pharma is denying their investors the dream. A buyout is never in best interest of shareholders. $AKRO could have been one of them with a drug like that. Best to find out realy they dont have the right stuff to go the distance"
X Link @Biotech2k1 2025-10-09T10:35Z 32.3K followers, 6878 engagements
"I sold $HWM $HEI and $ERJ in my Aerospace portfolio to bring it down in line with XX% stocks. I am XX% bonds and XX% cash. I will put the rest of my cash into bond on a pull back. That will give me my XX% stocks/ XX% bonds until the bubble pops"
X Link @Biotech2k1 2025-09-22T15:34Z 32.3K followers, 2008 engagements
"Sold out of $UTHR as the valuation is way too bubbly for the high level of risk from better drug competition and the high risk of failure in Xenotransplant. I felt like I made a mistake cashing FOMO on this one so I fixed it"
X Link @Biotech2k1 2025-10-03T14:35Z 32.3K followers, 1626 engagements
"$ZLAB is my newest commercial company replacing $VRNA which was my replacement for $BPMC lol. I really like the China market play but I fully admit this company has some issues that give me pause until I see more. They have some amazing drugs in China like Vyvgart. This should be selling like crazy but it hasn't been. Their year over year sales for the company were only modestly higher. I need to see them start to show some momentum or they won't hit their guidance which will be very bad for my opinion of management. I plan for a XXX% capped position until I see more to relieve my concerns."
X Link @Biotech2k1 2025-09-06T13:16Z 32.3K followers, 3029 engagements
"One of the things I have done with doing research is deploying multiple AI sources like Grok Copilot and Gemini to help me analyze data and get unbiased feedback on investment decisions. I will feed them a question like who has the best Teprostinil drug out of $UTHR $LQDA and $INSM. This gives me another source of research in the modern age. I prefer Grok because it also uses all the X posts to help generate data. All this and they are all free. They spent billion upon billions to build AI I now use for free lol"
X Link @Biotech2k1 2025-09-12T23:01Z 32.3K followers, 3461 engagements
"$NBIX is a name I keep coming back too. They look like a very solid company with a very big pipeline. I am going to put them on my list to do a deeper dive and see what the numbers look like after I value the company and pipeline"
X Link @Biotech2k1 2025-08-14T11:34Z 32.3K followers, 1269 engagements
"Crypto bears were right for about XX hours and now the recovery has already started. Not a single one of my bids triggered. I hardly noticed their righteousness as I was up only XX% on crypto for the year instead of 40%. Though times indeed"
X Link @Biotech2k1 2025-10-12T11:43Z 32.3K followers, 2876 engagements
"Spent a lot of time analyzing the data between $ZLAB and $IDYA for DLL3. Both these data sets are extremely comparable on efficacy. Can't tell yet on durability yet as the data isn't fully mature. Discontination rates puts safety in favor of $IDYA right own at X% vs X% for $ZLAB. Overall its a massive win for patients at XX% to XX% response rates in 2nd line SCLC"
X Link @Biotech2k1 2025-09-09T10:34Z 32.3K followers, 4472 engagements
"$MTSR last night putting up some best in class GLP1 data and showing why $PFE bought up these key assets. A strong XXXX% weight loss at XX weeks no plateau in the weight loss at that time and a record low XXX% discontinuation rate. Shame it wont have a chance to rocket higher on this data due to the buyout. I am holding and getting my other $XXXXX from $PFE. That will turn my $XX per share investment into $XX in just a few years"
X Link @Biotech2k1 2025-09-30T10:29Z 32.3K followers, 6743 engagements
"$IDYA is approaching later stage with multiple great programs. It has a best in class Uveal Melanoma drug and a huge DLL3 winner. Its a core position unless it really screws up. I would be a buyer if it got sold off. $WVE is approaching later stage with DMD which has strong data. It has other programs which still need to mature. It could be a core position if it gets accelerated approval for DMD or it hits on a second indication with strong data. $APGE is a very interesting company working in huge indications with some key antibody tech to extend halflife. A once per quarter or X month"
X Link @Biotech2k1 2025-10-03T10:55Z 32.3K followers, 1352 engagements
"I crunched the numbers on $UTHR. This is what I got. I am using ChatGTP and Grok to run the same analysis and give me their numbers. Usually they are similar"
X Link @Biotech2k1 2025-09-29T19:33Z 32.3K followers, 2449 engagements
"Added some $ZLAB"
X Link @Biotech2k1 2025-09-10T16:53Z 32.3K followers, 1710 engagements
"My biggest regret right now was not loading up even more on China Tech as these companies were so cheap compared to US bubble tech. Now they are all blasting off like rockets. If they ever get cheap again I will be buying more. $BABA $BIDU $NTES $PDD and $FUTU are my top plays"
X Link @Biotech2k1 2025-09-12T11:40Z 32.3K followers, 3614 engagements
"$ADMA is interesting but its not my kind of company. I am not even sure I would even know how to value this kind of business. It is a manufacture immunoglobulin product"
X Link @Biotech2k1 2025-08-14T12:55Z 32.3K followers, 1317 engagements
"$ZLAB has been disappointing on hitting its own sales goals for X quarters now. It has to demonstrate to me it can deliver before I can make it a core position. It has a strong DLL3 drug but it has to start delivering sales growth or it has to go. $UTHR will probably get sold soon. It has a good commercial drug and some good expansion with IPF but it has fierce competition from suoerior drugs. It has to either get cheaper to warrant the risk or I have to sell and wait fkr good Xenotransplant data to validate. $LQDA is the underdog in the lung space. Its sales will be XXX% linked to its fate."
X Link @Biotech2k1 2025-10-03T10:20Z 32.3K followers, 1221 engagements
"$DYN is another company working in the antibody drug conjugate space with ASO and RNAi therapies. I always thought of them as the weaker of the X competitors. I would never own the second best company"
X Link @Biotech2k1 2025-08-15T18:25Z 32.3K followers, 1368 engagements
"I could not reply so I quoted it. I use to own $ARGX. I think its an amazing drug. I don't own it anymore because its just too big now. Other things are now in development I think could be better someday"
X Link @Biotech2k1 2025-10-07T23:40Z 32.3K followers, 4952 engagements
"$KYMR has the potential based on the biomarker data in STAT6 but that is now its most advanced program. I has no real efficacy data. It has a very long road of validation to get anywhere near a core position especially after IRAK4 got dropped for lack of efficacy. $BEAM is my only remaining CRISPR stock as I think this entire space has a massive challenge to commercial success. Very high costs very strong competition and low acceptance is going to be a huge challenge for this space. I think Beam is the best in class company for the space if I am wrong"
X Link @Biotech2k1 2025-10-03T11:10Z 32.3K followers, 1955 engagements
"When $XBI gets to $XXX I slated $UTHR $LQDA and $MTSR to dump. Save myself the time of writing profiles on these companies after Q3 earnings. I like them but not at these bubbly prices. That is my next wave of "For Sale" stocks. I also plan to add more $LABD at $XXX which is the old high for biotech of the last X years. I am not sure if biotech investors will repeat the bubble so quickly of 2020. Maybe I have a lot of stock to sell if they do"
X Link @Biotech2k1 2025-10-01T15:55Z 32.3K followers, 3517 engagements
"Going over the 10K for $UTHR because that is the kind of "fun" I like to have. I found the section on their factory they are building for Pigs for Xenografts. It cost $XX million to build to produce XXX organs a year. Just to pay for that in XX years would require them to charge $60000 per organ Can this really be profitable They are planning at least X or X of these facilities for commercial scale. Anyone know more about this kind of manufacturing"
X Link @Biotech2k1 2025-09-29T22:26Z 32.3K followers, 3561 engagements
"Bought a starter in $DNLI. I had owned it in the past and I think there rare MPS diseases could be a great winner as they have several in the works and they could all get fast tracked on all of them"
X Link @Biotech2k1 2025-10-09T18:29Z 32.3K followers, 4531 engagements
"Added some $ZLAB today to average down"
X Link @Biotech2k1 2025-09-04T13:35Z 32.3K followers, 3110 engagements
"I had a great chat today with AI. I used multiple to ensure I got a broad response on the topic of TechBio and the use of AI and Machine Learning in drug development. I was happy to see they all had a practical perspective on the use of AI in drug discovery. They admit the level of hype in the space while acknowledging the real advanced Machine Learning has made in the preclinical phases of drug discovery with target identification and modeling. I even asked them to pick the best of the best names for this space"
X Link @Biotech2k1 2025-09-27T11:48Z 32.3K followers, 2992 engagements
"I spent the last X hours reading the $TVTX 10K. Next up will be to read the $DNLI 10K. This is one thing AI can not replace. That actual getting to know a company by reading the 10K and making good sound decisions"
X Link @Biotech2k1 2025-10-10T12:52Z 32.3K followers, 2506 engagements
"@synapse_surfer Yes but the promise of $SYRE is that they have long acting antibodies which may only need to be dose once per X months or a year. That is far better than every X to X weeks"
X Link @Biotech2k1 2025-10-11T22:53Z 32.3K followers, XXX engagements
"THR beta like $MDGL & $VKTX should be able to combo therapy with FGFR21 drugs like 89Bio and $AKRO. I could see $AKRO a good buyout target for $MDGL with its cash"
X Link @Biotech2k1 2025-10-03T22:40Z 32.3K followers, 5859 engagements
"I nibbled a little $ZLAB $LQDA $XENE and $IDYA. I set a buy for some $SRRK but its rallying and I will be patient if it sells back off"
X Link @Biotech2k1 2025-09-23T13:48Z 32.3K followers, 2774 engagements
"Everyone telling me I am wrong when I say the dosing and efficacy for TPIP from $INSM is superior to $UTHR and $LQDA so I did more digging. I could not find any evidence to the contrary so I asked Grok to analyze the data across all X programs. Grok came to exact same conclusion I did"
X Link @Biotech2k1 2025-09-12T19:11Z 32.3K followers, 4045 engagements
"Chat GTP: To conduct an analysis of the DLL3 data from $IDYA (Ideaya Biosciences) and $ZLAB (Zai Lab) we would need to focus on several key factors including the status of the DLL3-targeted therapies they are developing clinical trial results market positioning and financial outlook. Since I dont have access to real-time financial data or proprietary clinical trial data I can guide you through the steps and considerations to make a well-rounded comparison. Heres what we can look at: X. Overview of DLL3 and its Role in Cancer Therapy: DLL3 (Delta-like 3) is a protein that is typically"
X Link @Biotech2k1 2025-09-13T18:15Z 32.3K followers, 3071 engagements
"I bought a starter position in $UTHR today. This is a bigger already commercial company for me. I know they have some issues which is why I passed on them in the past. They have challengers to Tyvaso but they do have a strong lead in big commercial area like IPF. They also have some next gen drugs in the works in this space plus the xenotransplant stuff"
X Link @Biotech2k1 2025-09-29T18:46Z 32.3K followers, 2828 engagements