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@Biotech2k1 Biotech2k

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.

Engagements: XXXXX #

X Week XXXXXX -XX%
X Month XXXXXXX -XX%
X Months XXXXXXXXX +49%
X Year XXXXXXXXX +4.90%

Mentions: XX #

X Week XXX -XX%
X Month XXX +12%
X Months XXXXX +0.61%
X Year XXXXX +27%

Followers: XXXXXX #

X Week XXXXXX +0.25%
X Month XXXXXX +1.20%
X Months XXXXXX +19%
X Year XXXXXX +34%

CreatorRank: XXXXXXX #

Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% currencies XXXX%

Social topic influence $ptgx #10, $cogt #6, $tvtx #10, $mirm #6, stocks #3699, $bbio #7, $arqt 4.18%, i am 3.86%, $xbi #31, $prax #5

Top accounts mentioned or mentioned by @bigchodu @gordonzhang81 @joserestonva @towiu2 @optimistic24228 @bio_mita @jfais20 @doodaddoctor @grok @ilzizzo @wshao8 @9parvin9 @semodough @floachleitner @prfsullivan @commonsenseplay @biopharmiq @ooskomodo @martinshkreli @tohjah7809

Top Social Posts

Top posts by engagements in the last XX hours

"I am going through the 20-Fs and investor days for companies like $NU $ITUB and $BAP. I look at their fintech apps for banking and I suddenly feel robbed by US Fintech apps. These apps are so cool looking and they look so simple to use. I feel like US customers are settling for garbage"
X Link 2025-12-12T14:32Z 33.1K followers, 1274 engagements

"Just watched the $COGT webcast from Jefferies on replay. They set the potential of Bezuclastinib at $XXX billion with $X billion in GIST and $X billion in Non Advanced SM and $XXX million for Advanced SM. If they are even half right on those numbers this stock is worth $XX net present value"
X Link 2025-11-20T16:13Z 33.1K followers, 5470 engagements

"I nibbled a little bit of $BKR today as its down about XXX% from where I first started buying. I plan to keep this as one of my new core positions in oil and gas with their high exposure to LNG since they are buying out Chart. Maybe I am crazy but I think they are morphing into a growth engine in some hot areas of energy"
X Link 2025-12-09T20:00Z 33.1K followers, 1497 engagements

"Added $XPEV to my China tech DD list. I figure if I like the. I can add some on Monday"
X Link 2025-12-12T21:12Z 33.1K followers, 1619 engagements

"If I had to pick a top X growth companies from South America they would be $NU $MELI $EMBJ and $VIST. The only issue with this list is $MELI and $EMBJ have been very bubbly for years. There would be a point into a sell off I would own all of them but value matters"
X Link 2025-12-13T12:27Z 33.1K followers, 1197 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 2025-10-03T23:01Z 33.1K followers, 4238 engagements

"I got X commercial stage biotech names that I do like but I do not own right now. I would if biotech ever sold off and they got cheap again but I think they are all fully valued right now. They are $UTHR $EXEL $MDGL and $SMMT"
X Link 2025-10-18T16:28Z 33.1K followers, 5828 engagements

"I didn't get through all my portfolio today but plan to keep picking through biotech calling out good value and things overvalued. So far $INSM $CYTK and $KYMR look over valued. $CRNX $PRAX $AXSM $VKTX and $IDYA look undervalued while $BBIO $XENE and $TVTX are looking close to fair value. I am still looking to find those bargains"
X Link 2025-10-25T00:43Z 33.1K followers, 5711 engagements

"$CLDX looks interesting and cheap but not sure I see how they can compete with so many bigger players in the KIT space"
X Link 2025-10-25T14:02Z 33.1K followers, 1831 engagements

"@TohJah7809 @tika120552862 The ORR's are competitive but $IDYA's looks a bit higher but in small n of patients. The safety looks to be a $ZLAB strength so far"
X Link 2025-10-27T11:32Z 33.1K followers, XXX engagements

"Nibbled a little $ZLAB here as I think its priced too cheap going into earnings. Anything positive could send it flying"
X Link 2025-10-27T13:42Z 33.1K followers, 2033 engagements

"$TVTX: This is a new company for me. I find their drug in Filspari to be very interesting. I think its a very undervalued asset for IgAN and FSGS if it gets approved. It has been beating all sales metrics so far. The removal of the REMs for fetal tox will be a huge win for them. If they get approval in FSGS that will make sales even more powerful. My biggest concern here is the lack of pipeline beyond this drug. They have only X other drug in the pipeline and it seems to be in a very tiny indication. I think there is a lot of potential here but it really comes down to business development"
X Link 2025-11-01T10:52Z 33.1K followers, 1316 engagements

"$ZLAB: This is my last commercial company and they do have multiple approved drugs in China. I know they missed their own guidance for sales in the last X quarters. I am just playing this very conservatively until they can get back on track. They have a very cool pipeline with their DLL3 drug. This is their first drug in development from them. I think it is extremely competitive and should do very well if they get it approved. This could make them a global biotech company. I also think they have an opportunity here as the vacuum of leadership at the top of the US opens a door for China to"
X Link 2025-11-01T10:59Z 33.1K followers, 1342 engagements

"$IMNM: This is a new company for me working on oncology with ADC's and Radioligand antibody drugs. They have Clay Siegall from Seattle Genetics running the company. Based on the early data I went over in Desmoid tumors I like the opportunity. They have several early stage ADC's and Radioligand therapies that look interesting. A very exciting and awesome looking young oncology company. I plan to build my position in them into any pull backs. I have a valuation of $XX and the stock is at $XX. Not screaming margin of safety at this level which is why I am waiting. They need a pull back to about"
X Link 2025-11-01T12:01Z 33.1K followers, 1559 engagements

"I did a lot of research on $VRDN. I even ran it pass the AI. I just don't see how they can compete with Argenx in FcRn. The data does not look powerful enough to overtake Vyvgart"
X Link 2025-11-01T16:30Z 33.1K followers, 1987 engagements

"OK. I lied. I said I would not buy back $LQDA since it has only a small pipeline. But After awesome earnings and the stock dropping I bought back a starter along with a starter in $CLDX & $VTYX"
X Link 2025-11-03T14:48Z 33.1K followers, 3289 engagements

"I mentioned before that $XENE was pushing up against fully valued by my valuation model. Not anymore after earnings looks like it's getting sold off"
X Link 2025-11-03T21:57Z 33.1K followers, 2095 engagements

"I got my first Bond interest payments from $BND & $FBND in my biotech portfolio. A little extra cash for when the bubble pops"
X Link 2025-11-04T15:21Z 33.1K followers, 1730 engagements

"$CYTK: Aficamten PDUFA still on track for Dec 26th. Had strong HCM data vs Beta Blockers in phase X. nHCM data in first half of 2026. Omecamtiv still enrolling through 2026. Ulacamten working through phase X. Did a $XXX million notes offering in the quarter. Drew $XXX million from their Term Loan. $XXXX billion cash"
X Link 2025-11-05T22:20Z 33.1K followers, 3119 engagements

"$CTYK: XXXXXX million shares outstanding. $XXXX billion cash. $XXX million debt in notes. $XXX million Term Loan borrowing. They drew $XXX million on the Royalty Pharma loan that gets paid back in royalties. Burned $XXX million cash Year to Date"
X Link 2025-11-05T22:34Z 33.1K followers, 2844 engagements

"$ZLAB: Sales still struggling for China. They have some powerful drugs in China like Vyvgart and KarXT. They could have best in class DLL3. Their cash burn is low at $XX million. $XXX million cash"
X Link 2025-11-06T12:14Z 33.1K followers, 2167 engagements

"$ZLAB Updated Profile: This is my updated profile after Q3 earnings"
X Link 2025-11-06T14:26Z 33.1K followers, 5689 engagements

"Nibbled a little $PRAX to bring it to XXX% position in line with my other clinical stage companies at the stage of development. I am at about XX% stock which is right in line with my set let for $XBI $XXX. I also have enough cash to buy $LABD into any big pop to hedge my big gains. Feels like a win/win"
X Link 2025-11-06T20:28Z 33.1K followers, 2172 engagements

"$CRNX: Palsonify launch in progress for Acromegaly. Palsonify phase X for Carcinoid Syndrome with randomize in Q4 of 2025. Atumelnant first patient to randomize in phase X for CAH in Q4 of 2025. Expect Atumelnant to start phase X in Cushing's in early 2026. They had no revenues yet in Q3 as drug was approved only X days before quarter end. $XXX billion cash"
X Link 2025-11-06T23:48Z 33.1K followers, 1427 engagements

"$CRNX: XXXX million shares outstanding. $XXX billion cash. No debt. Burned $XXX million cash Year to Date"
X Link 2025-11-07T12:04Z 33.1K followers, 2308 engagements

"$PTGX First Profile: This is my first profile after Q3 earnings"
X Link 2025-11-07T17:58Z 33.1K followers, 4048 engagements

"The core 8: Commercial: $INSM $BBIO $AXSM $CRNX Clinical: $CYTK $PTGX $PRAX $CDTX Maybes: $XENE $IMNM"
X Link 2025-11-10T13:28Z 33.1K followers, 4460 engagements

"I think I am ready to nominate a new X horsemen of Biotech. They are $INSM $BBIO $AXSM and $PTGX. I think all X of these companies are the best of the best"
X Link 2025-11-11T22:24Z 33.1K followers, 9181 engagements

"I have about XX companies I have selected that won't get sold into the biotech bubble. These are the survivors and winners of the last bear market. Commercial: $INSM $BBIO $AXSM $CRNX Clinical: $CYTX $PTGX $IDYA $PRAX $CDTX $XENE Everything else has set strategy to fade into the rally as the bubble gets bigger and bigger like 2021. If there is a bull market in biotech that means there will be a bear market somewhere else that I can go buy value"
X Link 2025-11-12T11:18Z 33.1K followers, 5023 engagements

"#2 $BBIO: This is another outstanding company. They have a total of X drugs in their pipeline so far and all of them look outstanding. Attruby is growing very strong in the aTTR market with its best in class data and easy oral formulation. They just had some outstanding data for ADH1 and Limb Girdle. Everything is going very well for them. I would be happy to make them a forever stock once they have a 2nd drug approved"
X Link 2025-11-13T12:02Z 33.1K followers, XXX engagements

"#3 $PTGX: This is a new company for me. I missed them the first few times I went over the sector. They have a oral IL-23 program with JNJ and an early stage oral IL-17 program in development. They also have a late stage Hepcidin program with Takeda. They have huge potential in the IL-23 and IL-17 indication. The biggest drawback is JNJ takes XX% of world wide on the IL-23. I think they have a platform here that can yield multiple blockbuster drugs. I will be much happier once they have their first X drugs approved"
X Link 2025-11-13T12:02Z 33.1K followers, XXX engagements

"One of the things that has a dominant part in my portfolio today is Conjugates. Taking a drug and binding it to an Antibody Fragment of an Antibody a protein ligand or other vehicle for delivery. $PTGX uses protein drug conjugates for oral peptides. $CRNX is also working on nonpeptide drug conjugates for the oncology space. This takes a ligand for a specific receptor and conjugates to it a payload for targeting cancer cells. $CDTX uses its Cloudbreak platform to make Fc drug conjugates that uses a small Fc part of an antibody conjugated to the antigen binding domain. This works by binding the"
X Link 2025-11-13T13:59Z 33.1K followers, 6948 engagements

"Just got my $LABD buy at $XXXXX. That gives me more hedge incase the FOMO runs out before $XXX $XBI. This way I make money no matter which way biotech goes. I am sitting only X% away from my XX% goal for YTD"
X Link 2025-11-14T15:48Z 33.1K followers, 1661 engagements

"$ROIV seems to check all the boxes for my criteria of late stage and broad pipeline but I am not seeing the Breakthrough therapy or Best in Class data. I think their lead TYK2/JAK drug might do $X billion peak sales. The rest of the pipeline I am not impressed with"
X Link 2025-11-15T11:49Z 33.1K followers, XXX engagements

"$BIIB I remember when this was one of the X horsemen with Gilead Celgene and Regeneron way back in the day when their MS franchise was at the peak of its growth. It now has a long history of failures trying to go beyond MS"
X Link 2025-11-15T11:56Z 33.1K followers, XXX engagements

"$EXEL is use to own back when Cabo was a hot growing drug. Since then this company is still a one drug company. I know what your thinking. But now they have Zan which could be a big blockbuster. That is true but Cabo is now going off patent so it will just replace most if not all of Cabo sales. Its still emerges as a X drug company"
X Link 2025-11-15T12:00Z 33.1K followers, XXX engagements

"$AKRO I owned up until big pharma bought them out from under me. So much potential truncated by a buyout. Not in my best interest as a shareholder for sure. Funny part was my replacement pick for them was $CDTX lol"
X Link 2025-11-15T12:45Z 33.1K followers, 1234 engagements

"$KRYS was a company I got into early. I even stayed with them for a while. I liked what they were doing and still do. The issue is they have one successful drug now but I am concerned if they can replicate that success in other indications. Especially in the lung"
X Link 2025-11-15T13:02Z 33.1K followers, XXX engagements

"$TGTX is a company I take a lot of hate for hating. I just don't care. All they have is a cheap rip off of Rituximab that isn't that much better. Fleecing patients with a premium priced product that offers no real extra benefit"
X Link 2025-11-15T13:14Z 33.1K followers, 1284 engagements

"$PTGX is a company I own. I had passed over them a few times until I realized their drugs were oral. There is a huge opportunity for oral therapies going up against injectables. The statistics downs XX% of patients would switch to avoid injections"
X Link 2025-11-15T13:15Z 33.1K followers, 1018 engagements

"$ARWR meets all my criteria with a company in late stage diverse pipeline and breakthrough therapy designation. I use to own them way back in the early days. I do have to admit I don't find the whole cholesterol space that exciting with so much competition. I do have it on my watch list"
X Link 2025-11-15T14:05Z 33.1K followers, 1225 engagements

"$SRPT I used to own very early on. Then they jumped into the gene therapy space which I think is very toxic. Now they are failing their confirmatory studies for the existing drugs. This is just a nightmare"
X Link 2025-11-15T15:43Z 33.1K followers, 1092 engagements

"$TVTX is a company that I own. I really like their main drug but I do have them on my for sale list. Their pipeline is just too small. They don't have enough to keep the magic going"
X Link 2025-11-15T15:45Z 33.1K followers, XXX engagements

"$IMVT is a company I use to own for a short time when $ARGX was a big investment for me. After a while I sold it because I don't see how they compete so late to the game"
X Link 2025-11-15T17:02Z 33.1K followers, 1019 engagements

"$JANX is working in T cell engagers. I really don't like this space as they have a lot of toxicity. I will pass on this one"
X Link 2025-11-15T17:43Z 33.1K followers, 1848 engagements

"$VRDN is another company working in the FcRn space. They do have some more advanced drugs in the pipeline. I am just not interested in that space after Argenx"
X Link 2025-11-15T17:46Z 33.1K followers, 1616 engagements

"75 companies into the $XBI and I have a list of X names with $COGT $MIRM and $ARQT. A lot of work goes into finding these gems"
X Link 2025-11-15T17:47Z 33.1K followers, 2937 engagements

"One of the things I look at for any company is the pipeline. One good drug does not make a company a successful biotech. You need a pipeline that can yield many drugs. Some companies handily meet this criteria like $INSM and $BBIO. Others have one good drug and then maybe X other early stage drug in development like $ARQT or $TVTX. They have the ability to become more than just one drug company like the other but they have not yet. They can still be very promising but have higher risk. This is where I will use weighting to keep them at a position size equal to their risk"
X Link 2025-11-16T12:23Z 33.1K followers, 5153 engagements

"$AMRX is working in generic and specialty pharma. That is not my area of focus"
X Link 2025-11-17T13:23Z 33.1K followers, XXX engagements

"$AMPH looks to be a manufacturer of drugs. Also not my area of focus"
X Link 2025-11-17T13:24Z 33.1K followers, XXX engagements

"$ARDX I have seen this company before but not sure where. They have X commercial drugs and X other in development. I am not sure they meet my criteria"
X Link 2025-11-17T13:43Z 33.1K followers, XXX engagements

"$ARGX was a company I owned for a long time. I sold it because of the high level of competition popping up in this space. They have a huge sales level that now has to be defended against all comers"
X Link 2025-11-17T13:45Z 33.1K followers, XXX engagements

"Fist I bought starters in $MIRM $ARQL & $COGT. That is just so I can follow them"
X Link 2025-11-17T15:07Z 33.1K followers, 1731 engagements

"$MIRM is an interesting company. They have one very small set of drugs for Bile Acid which I have down for only about $XXX million sales. One of them they bought from $TVTX. They have a lead commercial drug with Livmarli which has X approved indication and another in development. They already do about $XXX million a year in sales. They could reach $X billion plus for this drug. It had BTD designation for its lead indication. They also have Volixibat which could do over $X billion in sales in its X indications. It has BTD designation for one of those indications. The last drug in the pipeline"
X Link 2025-11-17T22:34Z 33.1K followers, 3536 engagements

"Because I made several new additions this week to the portfolio with $MIRM $ARQT $COGT and $NAMS I am going to accelerate my sale of X companies that I bought but ended up not decided to keep. They are on my for sale list. Any pop today in biotech and I will clear them out and clean up a bit"
X Link 2025-11-18T14:44Z 33.1K followers, 2393 engagements

"I used today's dip to sell my $LABD hedge. I still think there is so much FOMO in this market that the $XBI eventually hits $XXX or even $XXX where I plan to sell all the companies I no longer have high conviction in. I have plenty of cash from taking profits thus far if we crash again"
X Link 2025-11-18T14:59Z 33.1K followers, 1708 engagements

"I put all my $CDTX money back to work this week in $MIRM $ARQT $COGT and $NAMS. I still have X more nibble in each of these to reach my starter position. I am not in any rush to buy while the froth is raging in the bubble. I am more focused on selling the X or X companies I want to sell into the bubble. At $XXX $XBI I would get down to my XX companies. After that I can start selling down to top 10"
X Link 2025-11-20T11:49Z 33.1K followers, 2292 engagements

"I think I pretty much got my DD done on $MIRM. I am using my assistants Grok and ChatGTP to double check/challenge all my assumptions"
X Link 2025-11-20T13:10Z 33.1K followers, 1685 engagements

"Nibbled the last of my $MIRM $ARQT $COGT and $NAMS starter positions. Now it depends on the market for me to buy more. They can wait along with everything else now for the bubble to pop. I can focus on the companies I have to sell as the sector goes higher"
X Link 2025-11-20T16:21Z 33.1K followers, 1972 engagements

"@JoseRestonVA @bigmurf58 I know you already own $APGE. Do you own all X with $SYRE too I liked these companies but I went with $PTGX which has Oral forms of these targets. Interested in your thoughts"
X Link 2025-11-21T21:14Z 33.1K followers, XXX engagements

"#6 Commercial $ARQT: This is a new company for me. They have a very strong drug that is approved in Psoriasis and Atopic Dermatitis. This is a PDE4 topical treatment that comes in cream and foam. Its very effective and safe. They have could do a few billion in sales from this drug. They lack a larger pipeline but the management is talking about business development which could expand their pipeline. I will keep it a lower weighting until I know it better"
X Link 2025-11-21T22:34Z 33.1K followers, XXX engagements

"#7 Commercial $TVTX: They have one strong drug with Filspari in IgAN. They could get approval early next year for FSGS which is a high unmet need. They could do a few billion in sales with this drug. They have one very small drug in the pipeline but could expand once they turn profitable. I will keep this a smaller position until I see how develop the company beyond just one drug"
X Link 2025-11-21T22:34Z 33.1K followers, XXX engagements

"#1 Clinical $CTYK: This company is waiting for their first commercial approval. They have a best in class drug with Aficamten in oHCM. They just need to get it approved. They will be going up against big pharma so I will be eager to see how well they can sell the drug. They have a good pipeline of other drugs in development but have a long way to go to reach that multiple commercial drug company level"
X Link 2025-11-21T22:35Z 33.1K followers, 1062 engagements

"#2 Clinical $PTGX: This is a new company for me. I missed them the first few times I went over the sector. They have a oral IL-23 program with JNJ and an early stage oral IL-17 program in development. They also have a late stage Hepcidin program with Takeda. They have huge potential in the IL-23 and IL-17 indication. The biggest drawback is JNJ takes XX% of world wide on the IL-23. I think they have a platform here that can yield multiple blockbuster drugs. I will be much happier once they have their first X drugs approved"
X Link 2025-11-21T22:46Z 33.1K followers, XXX engagements

"#6 Clinical $IMNM: This is a new company for me working on oncology with ADC's and Radioligand antibody drugs. They have Clay Siegall from Seattle Genetics running the company. Based on the early data I went over in Desmoid tumors I like the opportunity. They have several early stage ADC's and Radioligand therapies that look interesting. A very exciting and awesome looking young oncology company"
X Link 2025-11-21T22:52Z 33.1K followers, 1014 engagements

"#7 Clinical $XENE: I don't talk much about them. I think they have a best in class Kv7 drug for seizures and epilepsy. They are currently in phase X. I would really like to see that phase X data before I feel much better with this company long term. They have a few other early stage drugs they are working to bring into the pipeline now. That should provide a next generation of drugs"
X Link 2025-11-21T22:53Z 33.1K followers, 2057 engagements

"#6 Commercial $ARQT:"
X Link 2025-11-22T11:27Z 33.1K followers, XXX engagements

"#7 Commercial $TVTX:"
X Link 2025-11-22T11:27Z 33.1K followers, XXX engagements

"#1 Clinical $CYTK:"
X Link 2025-11-22T11:31Z 33.1K followers, 1019 engagements

"#2 Clinical $PTGX:"
X Link 2025-11-22T11:32Z 33.1K followers, XXX engagements

"#6 Clinical $IMNM:"
X Link 2025-11-22T11:34Z 33.1K followers, XXX engagements

"#7 Clinical $XENE:"
X Link 2025-11-22T11:35Z 33.1K followers, 1871 engagements

"$MIRM First Profile: This is my first profile after Q3 earnings"
X Link 2025-11-23T11:18Z 33.1K followers, 3464 engagements

"#6 Commercial $ARQT:"
X Link 2025-11-23T12:30Z 33.1K followers, XXX engagements

"#7 Commercial $TVTX:"
X Link 2025-11-23T12:31Z 33.1K followers, 1175 engagements

"#2 Clinical $PTGX:"
X Link 2025-11-23T13:18Z 33.1K followers, XXX engagements

"#6 Clinical $IMNM:"
X Link 2025-11-23T18:25Z 33.1K followers, 1716 engagements

"Since its too late to change it now. I had set buys at M1 for $KO and $FDP to add to my Consumer Staples portfolio. I had sold $FDP because it ran up so much but it came right back down so I bought it back. This portfolio was my Tech portfolio. It can stay in consumer staples until the bubble pops"
X Link 2025-11-24T20:01Z 33.1K followers, 2156 engagements

"$BBIO Notes: Attruby sales ramping very good. Still the best in class drug for aTTR. Encaleret had strong Phase X data in ADH1. The NDA should be submitted in early 2026. This could be their 2nd commercial drug. Phase X in Hypoparathyroidism to start in 2026. BBP-418 had strong Phase X data in Limb Girdle. The NDA should be submitted in early 2026. This could be their 3rd commercial drug. Infigratinib is in phase X trials for Achondroplasia. We should see the data in early 2026. They have Breakthrough Therapy for this indication. The Hypochondroplasia phase X should start in 2026. Should hear"
X Link 2025-11-25T11:33Z 33.1K followers, 3134 engagements

"$MIRM Notes: Livmarli is approved in ALGS and PFIC. The sales are growing very good. The phase X trail for Cholestatic Pruritus should complete enrollment in early 2026 with data in 2027. Volixibat is in phase X for PSC with data expected in Q2 of 2026. Its also enrolling phase X in PBC with complete enrollment in early 2026 and data in 2027. MRM-3379 is starting phase X in Fragile X Syndrome. They have a Bile Acid set of drugs they bought. They have sales for these X drugs which make some money and help fund the pipeline. I don't expect them to amount to a lot but they will help pay the"
X Link 2025-11-25T12:28Z 33.1K followers, 2470 engagements

"#6 Commercial $ARQT:"
X Link 2025-11-25T12:37Z 33.1K followers, 1180 engagements

"$TVTX Notes: Filspari is commercially approved in IgAN and doing very good. They have a PDUFA date of Jan XX 2026 for FSGS. This is a big indication for them so this approval is critical. Pegtibatinase is their second drug. They are working on manufacturing and plan to start a trial in first half of 2026. I have low expectations for this program. I am hopeful the company will use its cash once it turns profitable to do some business development and license or buy some assets to expand their pipeline"
X Link 2025-11-25T12:44Z 33.1K followers, 2992 engagements

"#7 Commercial $TVTX:"
X Link 2025-11-25T12:44Z 33.1K followers, 1597 engagements

"$LQDA Notes: Yutrepia is approved in PAH and PH-ILD. The sales are growing strong. The key for them is the patent dispute with United Therapeutics. This could be a huge problem for them if it goes against them. Its a big binary risk. L606 plans to start the pivotal study for PH-ILD in early 2026. I am waiting to see if they add anything new to their pipeline since both their drugs will eventually compete and cannibalize each other. As they generate cash they should be looking to expand the pipeline"
X Link 2025-11-25T12:58Z 33.1K followers, 8430 engagements

"#1 Clinical $CYTK:"
X Link 2025-11-25T13:50Z 33.1K followers, 2001 engagements

"$PTGX Notes: Rusfertide has breakthrough therapy designation for Polycythemia Vera. They plan to submit the NDA by the end of the year. They get XX% of US if they opt in and about XX% if they opt out. Icotrokinra was submitted by JNJ for severe Plaque Psoriasis. They just read out good phase X data for Ulcerative Colitis. They have this in phase X for Psoriatic Arthritis. They are planning to test it in Chron's too. They get about a XX% royalty on world wide sales. PN-881 is their early stage oral IL-17 drug. I am waiting to see the efficacy data"
X Link 2025-11-25T14:03Z 33.1K followers, 3891 engagements

"#2 Clinical $PTGX:"
X Link 2025-11-25T14:04Z 33.1K followers, 2249 engagements

"#6 Clinical $IMNM:"
X Link 2025-11-25T23:26Z 33.1K followers, 1306 engagements

"$XENE Notes: Azetukalner is in development for FOS and Generalized Epilepsy. The phase X XTOLE2 data is expected in early 2026 for FOS. The phase X XTOLE3 study continues to enroll for FOS. The phase X study for Tonic Clonic seizures is enrolling. They have two phase X studies going on for MDD. The first of two phase X studies in Bipolar Disorder is currently being designed. They have several early stage drugs in the NAV space for pain and seizures. I will have to wait to see data from them"
X Link 2025-11-25T23:38Z 33.1K followers, 3542 engagements

"@TOWiU2 Find me sectors that are offering Buffets XX% discount for Margin of Safety and I will be happy to buy them"
X Link 2025-11-26T11:23Z 33.1K followers, XX engagements

"@TOWiU2 They missed their own Revenue targets for X quarters in a row"
X Link 2025-11-26T11:40Z 33.1K followers, XX engagements

"Sold $WVE to enforce my XX% stock level at $XBI $XXX. I like the company but DMD is too competitive and obesity is not validated enough"
X Link 2025-11-26T14:44Z 33.1K followers, 2483 engagements

"I sold all my Insurers today as I was traveling. I made between X% and XX% on each in a short time. I replace them with REIT's again. I now have $O $SLG $MAIN $EPR and $LTC"
X Link 2025-11-26T17:59Z 33.1K followers, 1614 engagements

"The $XLP for consumer staples is only down about XXX% but I think that is very deceptive. XX% of the index is weighted to $COST & $WMT with XX to XX P/Es and X% growth. X super bubbly stocks are distorting the entire index. Many consumer staples are down about 20%"
X Link 2025-11-27T13:41Z 33.1K followers, 1793 engagements

"Sold all of $BHVN today into the pop. It has been one disappointment after another since I bought them. They failed multiple trials now and then got a CRL on the SCA filing. They burn huge amounts of cash. I say thank you for the pop to sell"
X Link 2025-11-28T16:13Z 33.1K followers, 1407 engagements

"I hit +55% today in biotech so I cut another company. I sold $BHVN as it was a huge disappointment with a long history of failures since I bought it"
X Link 2025-11-28T16:14Z 33.1K followers, 2072 engagements

"Looking at valuations: $O trades at 13.5x FFO $SLG trades at 8x FFO $MAIN trades at 11.5x Earnings $EPR trades at 10x FFO $LTC 13.5x FFO $ADC 17.5x FFO too expensive $STAG 15.5x FFO too expensive"
X Link 2025-11-28T16:21Z 33.1K followers, 2002 engagements

"My Forever X companies in biotech that do not plan to sell are $INSM $BBIO $AXSM $CRNX $CYTK $PTGX $IDYA and $COGT. Those are the companies that emerged from the last bear market is huge winners. Everything else could be cleared for profits as the sector goes higher. That will completely reset me again from the last top in 2021. I am now XXXXX% above my old highs. My biotech portfolio is dwarfing my other portfolios. I am sure the others will grow when their time comes to be a darling sector"
X Link 2025-11-28T20:21Z 33.1K followers, 10.9K engagements

"I got all my DD done on Consumer Staples. I have selected the X that meet all my ctiteria for long term holds. The rest will become trading positions I can fade if there is a big rally in that sector. My top X are $KO $MKC $CHD $HRL $PG. I will keep looking for others. $FDP is a close 6th. Like in biotech I will cast a wide net into the bear market then sell all but the top few when it runs again"
X Link 2025-11-30T12:56Z 33.1K followers, 2433 engagements

"The Forever 8: X. $INSM with potential $XX billion sales. X. $BBIO with potential $X billion sales. X. $AXSM with potential $XXX billion sales. X. $CRNX with potential $XXX billion sales. X. $CYTK with potential $X billion sales. X. $PTXG with potential $X billion royalties and $X billion sales. X. $IDYA with potential $XXX billion sales. X. $COGT with potential $X billion sales. Always subject to change if someone fails"
X Link 2025-11-30T16:30Z 33.1K followers, 22.2K engagements

"My Non Biotech Names: Oil & Gas: $CVX $XOM $EOG $PSX $VLO This portfolio is XX% stock XX% bonds for last X years. Aerospace: $RTX $LMT $NOC $LHX $GD This portfolio is XX% stock and XX% bonds for last X years. Consumer Staples: $KO $MKC $CDH $HRL $PG Trading positions in $PEP $FDP $CLX and $HSY. This is now XX% stock and XX% bonds as it was my old Tech portfolio. Financials: $O $SLG $MAIN $EPR $LTC This is X% stock and XX% bonds as I just sold insurers and started to rotate into REITs/BDCs"
X Link 2025-11-30T16:37Z 33.1K followers, 3092 engagements

"Bought some $LABU on the dip so I can make all the money I can from the FOMO bubble. I think I can exploit the irrational exuberance for more"
X Link 2025-12-01T14:58Z 33.1K followers, 1703 engagements

"Here come the buy the dip buyers to mint me money in $LABU. I should have bought more"
X Link 2025-12-01T15:53Z 33.1K followers, 2069 engagements

"I did some reckless and put all the cash I raised last week back to work. I bought $COGT earlier today. Now I just bought $MIRM $ARQT $TVTX $LQDA $IMNM and $NAMS to get to my basic XXXX% cores positions in all of them. This makes me exceed my stock requirements for $XBI $XXX but I am XX% certain there so much FOMO money in this market I can sell all them much higher at some point for even bigger profits. If I am wrong I will just have to wait longer to add more to these names as the bubble pops. I OK with that outcome too. I could sell my X For Sales stock also if necessary"
X Link 2025-12-01T20:51Z 33.1K followers, 3038 engagements

"In Search of Value: Looking for value in biotech. So what is of value here These values do not include the -XX% margin of safety I would require because of chance my numbers are off. I take the value price and * .8 to get the price at which I could buy. Forever 8: $INSM price = $XXX vs $XXX way over valued $BBIO price = $XX vs $XX value misses safety $AXSM price = $XXX vs $XXX way below value $CRNX price = $XX vs $XX way below value $CYTK price = $XX vs $XX value over valued $PTGX price = $XX vs $XX value misses safety $IDYA price = $XX vs $XX way below value $COGT price = $XX vs $XX way"
X Link 2025-12-02T11:55Z 33.1K followers, 5886 engagements

"Others: $MIRM price = $XX vs $XX value misses safety $ARQT price = $XX vs XX value is cheap $TVTX price = $XX vs $XX value is very low $LQDA price = $XX vs $XX value is low but Patent* $PRAX price = $XXX vs $XXX value low if Phase X is good $IMNM price = $XX vs $XX value is overvalued $XENE price = $XX vs $XX value misses safety $NAMS price = $XX vs $XX value is still good for buying"
X Link 2025-12-02T12:01Z 33.1K followers, 2297 engagements

"Here is my open post. I only let people I follow reply because it keeps all the bots out. If you want me to follow you so you can interact with my post just post here and I will gladly do so"
X Link 2025-12-02T17:14Z 33.1K followers, 1963 engagements

"I added some $MAIN $EPR and $LTC to balance out my REIT portfolio. I had odd sized positions in there. None of them are really down enough to add bigger positions except maybe $SLG so I am waiting. I have the cash but waiting for the right price"
X Link 2025-12-02T17:32Z 33.1K followers, 1862 engagements

"For as much as I would love to we still have at least $X more on $XBI before I can start selling companies. I now have X For Sale positiins with $LABU"
X Link 2025-12-03T14:46Z 33.1K followers, 1787 engagements

"One more thing of house keeping I might do. I am mostly $BND & $FBND in most my bonds for each portfolio. I do have some left over $TLT which I had from way back. If it gets back over $XX I think I will clear that out of each portfolio"
X Link 2025-12-03T15:03Z 33.1K followers, 1619 engagements

"Sold $LABU on the big pop today. It did its job. I have all the stocks I bought into the dip I will profit from if we go higher. I can also sell my X for sale companies into further euphoria"
X Link 2025-12-03T20:25Z 33.1K followers, 2022 engagements

"Analysis of an investment. Here I want to look at something I have called out for many years. It is the tendency of investors to miss great opportunities just because the stock price went up. When I first got into $BBIO it had a huge rally into the $30's. I started buying based on the data and my valuation model saying it was worth far more than that. Then it got into the 40's and again investors wanted a pullback to get in. No one ever wants to pay up for a company. They key aspect here is data validates science which generates more value which leads to more capital and data to keep the"
X Link 2025-12-04T12:11Z 33.1K followers, 2138 engagements

"Ledger of Investing Decisions: Block 5"
X Link 2025-12-04T16:52Z 33.1K followers, 1638 engagements

"Been using my time going over deep dives on my companies outside of Biotech. Today I have been reading the 10Q for $CVX. They spent about $XX billion for Hess. That boosted net income about $XXX million on the bottom line. They wracked up about $XX billion in debt. They generated about $XX billion in free cash flow. They spent about $XXX billion on dividends and another $XXX in buybacks"
X Link 2025-12-04T18:44Z 33.1K followers, 3504 engagements

"Interesting that $CVX bought Hess which expanded their downstream assets. That is benefitting them into the lower oil prices as refiners do better in low oil. They also generate XXX% free cash flow yield with a XXX% dividend. On the other hand $XOM spent $XX billion for Pioneer which is upstream and now just adding to the drag on their earnings. They have a low cash flow yield of XXX% with a dividend of only 3.5%. Clearly $CVX is the best of the two"
X Link 2025-12-04T19:11Z 33.1K followers, 1664 engagements

"$EOG spent about $XXX billion in cash and added about $XXX billion debt. They bought another company for about $XXX billion. Some of it came out of cash plus they bought about $XXX billion in stock buybacks and another $XXX billion in dividends. They Cash Flow yield was about X% and the dividend about 3.5%"
X Link 2025-12-04T20:15Z 33.1K followers, 2239 engagements

"Since I was at XXXX% stock vs my XX% goal at XBI $XXX I used some of the cash I got from selling $VKTX yesterday to nibble some $PTGX $IDYA $COGT and $PRAX to increase my weightings in these companies. I am now just over XXXX% stock. I could nibble some more but I would wait for a pull back to buy again"
X Link 2025-12-05T15:10Z 33.1K followers, 4144 engagements

"$PRAX is classic example why Buyouts are stupid. Why take a XX% or XX% premium for a buyout when you can get XXX% by watching a great company develop. I think they could get to $1000 if they keep executing on all their programs over time. That would be a 25x return on our first purchase at $37.50"
X Link 2025-12-05T15:15Z 33.1K followers, 3580 engagements

"I heard something today listening to some old Berkshire Hathaway meetings from Buffet. He said "Bonds should always be your default investment until you see something in stocks worth doing. Then you do it." I am adopting that as part of my core strategy as I am already XX% or so in bonds anyway. I just might rotate some to shorter term bonds so they are more liquid"
X Link 2025-12-05T21:27Z 33.1K followers, 2071 engagements

"My Aerospace is unchanged. If I every see anything worth buying I will"
X Link 2025-12-05T23:06Z 33.1K followers, XXX engagements

"My Oil & Gas portfolio. I added $COP and $BKR. I sold my $TLT"
X Link 2025-12-05T23:13Z 33.1K followers, XXX engagements

"I now have X Commercial Companies and X Clinical Companies flagged as my Forever stocks. That leaves me open for a buyout if JNJ wants to grossly over pay for $PTGX It would fix my problem lol"
X Link 2025-12-05T23:53Z 33.1K followers, 1871 engagements

"$AXSM finally playing some catchup as it was just so undervalued. My most conservative numbers puts the company at $XXX and could be worth up to $XXX. I think it still has room to run before it becomes fully valued"
X Link 2025-12-06T11:57Z 33.1K followers, 1558 engagements

"I was listening to the $BBIO webcast from Evercore. They talked about the potential for ADH1. There are about 3000 to 5000 patients in the US. A rare disease pricing for a population that small could go in the $400k to $500k range. If I use 2500 patients at $400k I get to $X billion in revenues. That is my new updated number for ADH1"
X Link 2025-12-06T12:16Z 33.1K followers, 2188 engagements

"Looking at the numbers for Limb Girdle from the $BBIO webcast. They mentioned 7500 patients at a similar rare disease pricing. I took half or 3750 patient * $350k price to get to $XXX billion in potential peak sales. That gives me confidence to raise my number from $XXX million to $X billion now"
X Link 2025-12-06T12:34Z 33.1K followers, 2512 engagements

"Looking at the $CRNX December slide deck. They show 11500 patients actively treated for Acromegaly. They launched Plasonify at $290k gross. I expect net to be around $240k. If you take half that patient population at 5750 * 240k you get to $XXXX billion in peak sales. I set my sales to $X billion to start. I am still waiting to see the first full quarter of sales from the launch"
X Link 2025-12-06T13:36Z 33.1K followers, 2750 engagements

"Listening to $MIRM at Evercore. They are talking about the market size for Fragile X syndrome. They expect $X billion or more in peak sales. There are about 50000 patients in US and Europe. A drug in that space could go upward of $200k or more. To reach a billion they would need only about 5000 of those patients at that price. I find that very achievable. For each additional 5000 patients of market share they would add another $X billion in gross sales"
X Link 2025-12-06T13:49Z 33.1K followers, 2156 engagements

"Listened to the $TVTX webcast from Evercore. No details on the potential for Filspari in IgAN or FSGS. I did dial back my estimates a bit as I fear I might be too high. I cut IgAN from $X billion back to $XXX million in line with analysts estimates. I cut FSGS back from $XXX billion to $X billion more inline with analysts estimates"
X Link 2025-12-06T14:46Z 33.1K followers, 1345 engagements

"Listening to $PTGX at Evercore. First question was about M&A rumors. The CEO stated they would aways do what is best interest of shareholders. What would actually be best is to grow the company into a $XX billion company with success and not selling out to JNJ for a fraction of that amount. He was also talking about buybacks and dividends with the profits. What the Hell You only do buybacks and dividends when you have nothing better to invest money in like pipeline. Maybe JNJ should buy them out"
X Link 2025-12-06T15:05Z 33.1K followers, 2962 engagements

"$PTGX talking a lot about obesity for their oral peptide engineering technology. Is this a teaser of where they are looking to go next after Oral IL drugs It would be another big opportunity if they could bring any unique approach to obesity"
X Link 2025-12-06T15:15Z 33.1K followers, 1640 engagements

"Strong benefit over Ayvakit which showed TSS reduction of -XXXX vs -XXXX. Even the placebo adjusted TSS was over X for $COGT vs X with Blueprint"
X Link 2025-12-06T16:23Z 33.1K followers, 1900 engagements

"$XENE poster for the X-TOLE data"
X Link 2025-12-06T18:24Z 33.1K followers, 1659 engagements

"I started a position in $ITUB today for my Financials portfolio. They have about a XX% earnings yield. They also have good growth and a great focus on Fintech. Their dividend is also impressive"
X Link 2025-12-08T15:16Z 33.1K followers, 2269 engagements

"Made a few moves in my Financials portfolio. I sold $MAIN for a profit as I have it in my IRA so eliminating redundancy. I added $ITUB and $BAP today"
X Link 2025-12-08T16:03Z 33.1K followers, 2504 engagements

"I know REIT's are cheap but I have a lot of them in my IRA so my Financial portfolio at Sofi has been a bit redundant after I sold all my Insurers. I think I might slowly rotate that into something new. Today I added $ITUB and $BAP. I have other ex-US stocks I have found to be super cheap. I might to a ex-US portfolio in there as its the one place to find value"
X Link 2025-12-08T18:32Z 33.1K followers, 1785 engagements

"I added a little $COGT today. The only thing worth buying. With good data I add more shares. With many biotech stocks now acting like meme stocks I am looking to sell more biotech as soon as possible"
X Link 2025-12-08T18:37Z 33.1K followers, 2134 engagements

"@wshao8 $ITUB"
X Link 2025-12-08T18:38Z 33.1K followers, XX engagements

"@gordonzhang81 Meh. I doubt it keeps up with GLP1. I doubt it even competes. I certainly don't mind that I sold it. The stock reaction looks silly"
X Link 2025-12-08T18:40Z 33.1K followers, XXX engagements

"@gordonzhang81 At least $GPCR data compares OK with Lilly which means someone like Novartis may overpay to buy it"
X Link 2025-12-08T19:09Z 33.1K followers, XXX engagements

"You can't make this stuff up. $KYMR with some very early phase X data now trades at a premium to $PTGX which has X phase X trials and and early phase X with Oral drugs that can be as effective"
X Link 2025-12-08T19:36Z 33.1K followers, 3320 engagements

"I set up a sell for $FDP in my Staples portfolio. Its one of the stocks that didn't make my final selection. I have a gain it it and want the cash back for other picks"
X Link 2025-12-08T19:43Z 33.1K followers, 1529 engagements

"Added some $VIST to my Sofi portfolio along with $ITUB and $BAP. The only X ex-US value stocks I could find"
X Link 2025-12-08T20:30Z 33.1K followers, 1783 engagements

"Made a move in my Aerospace portfolio for first time in years. I sold. $LMT to focus around my X winners with $RTX $NOC $LHX and $GD. This allows me to focus on the best of the best in the space while raising cash since the whole sector is very bubbly. Most these stocks trade at 40x earnings now"
X Link 2025-12-08T20:38Z 33.1K followers, 2138 engagements

"I also sold my $TLT in my Aerospace portfolio. Between that and selling $LMT I have XX% cash in there. I will reallocate that cash to bonds as there is no value in Aerospace. My best move for that cash is a safe X% yield"
X Link 2025-12-08T20:47Z 33.1K followers, 1880 engagements

"I am going to be honest in that I think INHBE is a bust at only XXX% weight loss. No one is going to waste time doing combos with that"
X Link 2025-12-08T22:07Z 33.1K followers, 1683 engagements

"3 big movers today were all names I use to follow so I feel like I should opine on their data. First was $KYMR which has some very early phase X data in about XX patients. Sure it looks promising but that mega valuation reminds me of 2021 vibes. Second was $GPCR which had data that comes very comparable to $LLY data in oral. Even after the pop the market cap is about $X billion. I think this is the right move for $NVO instead of fighting with Pfizer. Structure will need a big pharma to buy them if they want to compete commercially with a powerhouse like Lilly. It just makes sense. Last was"
X Link 2025-12-08T22:53Z 33.1K followers, 6803 engagements

"@9parvin9 Personally I think that $WVE data sucked"
X Link 2025-12-08T23:04Z 33.1K followers, XXX engagements

"Aerospace is one of my key portfolios even though its a very bubbly sector. Many of these companies trade at 40x 50x or 70x earnings with single digit growth. I use to have X companies but now I am down to X. I think I could even go to X after earnings. There are X companies that stand out to me as best of breed with strong growth clean balance sheet and good cash returns to shareholders. They are $RTX $LHX and $GD. All X of them are super bubbly and I would not add to any of them up here. There are X other suppliers I really like but they are way too bubbly to even own. They are $HWM $HEI"
X Link 2025-12-09T11:15Z 33.1K followers, 2021 engagements

"I currently have X stocks in my Oil & Gas portfolio. I have owned $CVX $XOM $EOG $PSX and $VLO for years. Recently I bought starter positions in $COP and $BKR for more LNG exposure. I do plan to focus around X key companies by buying dips in the companies I want to hold while using any pops in oil to sell the companies I want to sell. I leaning heavily toward $CVX $COP $VLO and $BKR as my final X. Still doing my deep dives"
X Link 2025-12-09T13:10Z 33.1K followers, 1839 engagements

"Sold out of all my $XOM on the big pop today. It was one of the companies I opted to sell so this was just a gift to sell it up over X% today"
X Link 2025-12-09T15:11Z 33.1K followers, 1579 engagements

"I nibbled some of $MIRM $ARQT $TVTX $LQDA $IMNM and $NAMS. That should get me back to my 50/50 weight of stocks and cash for $XBI $XXX. Now I can sell more stocks at higher price later as the FOMO goes to $130"
X Link 2025-12-09T15:27Z 33.1K followers, 2227 engagements

"Sold all my $PSX today for a huge gain. Oil stocks trading near XX week highs while oil itself trades near XX week lows. I will move this cash to bonds like with my Aerospace portfolio"
X Link 2025-12-09T16:37Z 33.1K followers, 1632 engagements

"I went back through 20-F's for $SHEL to look at the financials back as far as 2015. I found a few good trends over the last few years. Cash flow continues to grow even though oil and gas prices are lower. Cash flow over the last X years is up 60%. They reduced debt. They are spending XX% to XX% of cash flow to dividends and buybacks. They are committed to a X% increase yearly in dividend and over $X billion per quarter in buybacks. They reduce the share count XX% over the last X years. They are highly focused on leading the energy transformation with LNG biofuels and other alternative energy."
X Link 2025-12-10T18:37Z 33.1K followers, 1496 engagements

"@FloAchleitner I did do $TTE"
X Link 2025-12-10T23:38Z 33.1K followers, XX engagements

"@PRFSullivan Surely not with Oil stocks at XX week highs and oil at XX week lows"
X Link 2025-12-12T14:29Z 33.1K followers, XX engagements

"$ZLAB is a company I am waiting to see earnings. This is such an under appreciated company going into earnings. I think it trades at half its value. This could be a big winner if they have any good news"
X Link 2025-10-31T10:57Z 33.1K followers, 1989 engagements

"I think for an investor to really see $ZLAB they have to be a second level thinking. You can get caught up in the short term headwinds with the current drugs like Zejula when they are launching Vyvgart and KarXT along with some other promising drugs. They also have a very interesting pipeline of their own like DLL3 IL-13/IL-31 and PD1/IL-12"
X Link 2025-11-06T13:57Z 33.1K followers, 1944 engagements

"@commonsenseplay I have never been long $SRPT. Not for many years"
X Link 2025-11-12T10:04Z 33.1K followers, XXX engagements

"#4 Clinical $PRAX:"
X Link 2025-11-22T11:33Z 33.1K followers, XXX engagements

"Here is the game plan. At $XXX on $XBI I have $ZLAB and $VKTX yet to sell to get to my top XX. At $XXX on $XBI I sell $MIRM $ARQT $TVTX and $LQDA as they are good but not big enough pipelines to be my Forever X. At $XXX on $XBI I sell $PRAX $IMNM $XENE and $NAMS as they are great but not as powerful as my Forever X. After that I will chill in bonds until the bubble pops and manage my positions based on the $XBI level and my required cash levels"
X Link 2025-11-28T20:32Z 33.1K followers, 8645 engagements

"Found a small lump on my dog right between here top front of leg and stomach right in that fold. It seems hard and about pea size. It looks sore and she acted like it hurt. It felt smooth. I put some Neosporin on it but I am worried as the Vets are closed today do to a snow storm. I am really worried its a tumor that just got sore because it grew big enough to rub on and get sore"
X Link 2025-12-02T18:08Z 33.1K followers, 3975 engagements

"Went over $PSX and they seem to be struggling right now. Free cash flow yield is less than 2%. $VLO still rocking with free cash flow yield over X% doing buybacks and dividends. I think $VLO is the single best refiner on the planet"
X Link 2025-12-04T22:57Z 33.1K followers, 1366 engagements

"@Brandon_Job23 I have several others I would rather own long term like $COGT $PRAX $IDYA"
X Link 2025-12-05T15:59Z 33.1K followers, XXX engagements

"@semodough I did the Placebo adjusted endpoints and that statement by them isn't correct. The TSS score alone was about X for $COGT placebo adjusted vs X for Blueprint. That is a huge difference. That is why they have Breakthrough therapy for this indication"
X Link 2025-12-08T12:27Z 33.1K followers, 1499 engagements

"I listened to the $MIRM call today for buying the HDV drug that is in phase X with BTD designation. Looks like they are buying at about $XXX million in cash and stock. Based on my calculation for the potential based on about 15000 US known patients I think they are buying this drug at about 1x sales. That is an attractive multiple for a phase X asset. I will wait to hear more and see if my number are correct"
X Link 2025-12-08T21:48Z 33.1K followers, 1992 engagements

"OK AlL oils stock gone except $SHEL $BKR & $EOG. Time to start over when I find value"
X Link 2025-12-10T19:57Z 33.1K followers, 1207 engagements

"I went through a lot of Oil and Gas names today. If you have anything in Energy that you think I would like please let me know. I looked at $XOM $CVX $SHEL $BP $TTE $COP $EOG $OXY $PSX $MPC $VLO $HAL $SLB and $BKR. The only company that came through as great value was $SHEL. The rest need to sell off a good XX% to XX% to be of any real value in this Oil market. I am still open to non oil stocks too. I looked at $FSLR but its not even close to a decent value"
X Link 2025-12-10T23:21Z 33.1K followers, 1942 engagements

"The biggest issue I am having right now is analyzing the $BKR and Chart buyout. I know $BKR looks very expensive up here but I have to figure out how much future value could be created from the new combined company"
X Link 2025-12-11T17:07Z 33.1K followers, 1339 engagements

"Here is my new Financials portfolio which was my old Aerospace portfolio which got too bubbly. I am highly focused on smaller South America companies that could have significant growth and good valuations. I think $ITUB and $BAP are cheap. $NU is not cheap but it has XX% growth so it is expensive"
X Link 2025-12-11T18:53Z 33.1K followers, 1592 engagements

"On the open today My new M1 Tech portfolio bought starter positions in $FUTU $PDD and $BILI to go side by side with my Staples portfolio that has $PEP $KO $CHD $HSY $CLX and $PG. That is my growth vs safety strategy for that portfolio for the current market bubble"
X Link 2025-12-12T14:43Z 33.1K followers, 1504 engagements

"Data shows that XX% to XX% of people outside the US live on less than $XX per day. Out of the XXX billion people on Earth about X billion of them are in countries where there are no stable banks currencies or governments. For all these people gold is not practical. They can all use Bitcoin or other Crypto currencies. It is a world wide currency that can't be controlled by anyone and open to use by everyone. Its just common sense that it will replace Gold in the future. It is an obsolete technology like the many before it that is being replaced by newer innovation. It is typical for many to"
X Link 2025-12-12T16:15Z 33.1K followers, 2070 engagements

"I finished my DD on $NU $ITUB and $BAP. I think one of these companies could be the next mega bank or financial institution the likes of a Citibank or JPM coming out of South America"
X Link 2025-12-12T18:31Z 33.1K followers, 1780 engagements

"$FSLR on a good pull back would make it into my new Energy portfolio as my alternative to Oil and Gas. I also looked at $BE which looks really cool. My concern is the amount of Nat Gas these units consumer per year and its cost. Its a very interesting company though"
X Link 2025-12-13T14:03Z 33.1K followers, 1213 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 2025-10-07T23:40Z 33.1K followers, 5208 engagements

"I sold $VKTX as part of my exit strategy today. It is a poorly run company which has X great asset which it can never seem to develop correctly. The only way this does well is if some big pharma is desperate enough to buy them"
X Link 2025-12-04T16:52Z 33.1K followers, 1549 engagements

"Nibbled some $COGT as its only thing worth buying right now. That brings it up to about XXX% position. Still waiting for $XBI $XXX for my next wave of selling"
X Link 2025-12-09T15:03Z 33.1K followers, 2453 engagements

"Here is my new Energy portfolio. I was my old Oil and Gas portfolio until I took profits on all my stocks. $EOG is cheap so I will not sell it but its not fitting my new theme. Any huge rally and I would sell it. I am focused on $SHEL for LNG $BKR for LNG and $VIST for South America. They all have great fundamentals and $SHEL and $VIST are cheap. I think $BKR could be cheap if the merger with Chart goes well"
X Link 2025-12-11T18:50Z 33.1K followers, 1580 engagements

"If I had to pick X growth companies from China they would be $XPEV $FUTU $BILI and $PDD. I think all of them offer good value already as the China stocks have been depressed due to slow economy. I plan on building a portfolio around these X names until I find something I like better. I think many could put $ONC on this list but that would be overlap with my biotech portfolio"
X Link 2025-12-13T12:30Z 33.1K followers, 1605 engagements

"I am adding $XPEV to my tech portfolio on Monday. I am also looking at other ideas but the market is just too bubble to really own much"
X Link 2025-12-13T16:25Z 33.1K followers, 1210 engagements