@BlueWinterMgmt Blue Winter ManagementBlue Winter Management posts on X about lol, ai, $crvs, science the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 20.83% finance 14.58% cryptocurrencies 6.25% currencies 2.08% social networks 2.08% technology brands 2.08%
Social topic influence lol 8.33%, ai 6.25%, $crvs 6.25%, science #4757, if you 6.25%, red 6.25%, $beam 6.25%, in the 6.25%, $apge 4.17%, $nktr #9
Top accounts mentioned or mentioned by @dwarkeshsp @darioamodei @joserestonva @zethedeuce @caffinatedcash @amaymd @firstadopter @adamfeuerstein @hubermanlab @realdonaldtrump @bioinvestor24 @andreagtc @zhaoweiasu @hothomaswphelps @investorclimber @srqstockpicker @hannibalspeaks @semodough @seedy19tron @makismedicine
Top assets mentioned BEAM (BEAM) Apogee Therapeutics, Inc. (APGE) Prime Medicine, Inc. (PRME) Viking Therapeutics, Inc (VKTX) Metsera, Inc. (MTSR) Alumis Inc. (ALMS) Bristol-Myers Squibb Co (BMY) Cytokinetics Inc. (CYTK) Karuna Therapeutics, Inc. Common Stock (KRTX) AstraZeneca PLC (AZN) Zoom Video Communications Inc (ZM) Hims & Hers Health, Inc. (HIMS) CRISPR Therapeutics AG (CRSP) Oruka Therapeutics, Inc. Common Stock (ORKA) Regeneron Pharmaceuticals Inc (REGN) Pfizer, Inc. (PFE) Structure Therapeutics Inc. (GPCR)
Top posts by engagements in the last [--] hours
"@JoseRestonVA @Caffinatedcash Sir do you still own $APGE"
X Link 2026-02-05T10:44Z [--] followers, [---] engagements
"Sotyktu 86M a quarter and you guys think $ALMS is a 3B drug Right $BMY #Camzyos growth impressive. I am curious to see how the launch of $CYTK will affect market share. Cobenfy disappointing. $KRTX https://t.co/Av4uWrWi2v $BMY #Camzyos growth impressive. I am curious to see how the launch of $CYTK will affect market share. Cobenfy disappointing. $KRTX https://t.co/Av4uWrWi2v"
X Link 2026-02-05T12:15Z [--] followers, [---] engagements
"Great job Kenny. You did a great job posting this weeks ago and now after $AZN discontinued $TECX If relaxin mimetic (TX45) decrease PVR by PAP and PAWP TX45 is truly disease modifying (Pulmonary Artery Remodeling). Instead PVR declines by CO (relaxin=stroke volume PAP and PAWP declines via Frank-Starling Law - NOT from TX45 remodeling. Small PCWP https://t.co/xIhxSAiZC0 $TECX If relaxin mimetic (TX45) decrease PVR by PAP and PAWP TX45 is truly disease modifying (Pulmonary Artery Remodeling). Instead PVR declines by CO (relaxin=stroke volume PAP and PAWP declines via Frank-Starling Law -"
X Link 2026-02-10T10:50Z [--] followers, [---] engagements
"Yeah but they used AI Worth 10x more Isomorphic must be in a crazy bind right now. Given the hype about their models/frontier capabilities I can't see how they could reveal their actual pipeline without it being a huge let down. Heading towards: "solved biomolecular design and all I got was a me-too TL1A mAb" Isomorphic must be in a crazy bind right now. Given the hype about their models/frontier capabilities I can't see how they could reveal their actual pipeline without it being a huge let down. Heading towards: "solved biomolecular design and all I got was a me-too TL1A mAb""
X Link 2026-02-12T04:30Z [--] followers, [--] engagements
"spoiled cheese leaving a bigger impact than an expired credit card Interesting take Clav has left a bigger dent on the culture in a month than Fuentes did in ten years Clav has left a bigger dent on the culture in a month than Fuentes did in ten years"
X Link 2026-02-15T20:06Z [---] followers, [---] engagements
"Comparing Treg impact of $CRVS and $NKTR suggests a complete misunderstanding of [--]. Science [--]. Immunology [--]. Statistics [--]. History This needs to stop $NKTR cantor Rezpegaldesleukin (Rezpeg). The best-in-class durability provides the first clinical proof that Tregs can induce durable responses in AD patients. We see this data point as further validation for $CRVS soquelitinib (SQL) an ITK inhibitor that acts on Treg mechanism https://t.co/KRchZKpJAW $NKTR cantor Rezpegaldesleukin (Rezpeg). The best-in-class durability provides the first clinical proof that Tregs can induce durable responses in"
X Link 2026-02-14T22:15Z [---] followers, [----] engagements
"@dwarkesh_sp can you please make sure to go public as soon as possible with this approach @DarioAmodei you too buddy. Spin off an Rx company. make sure CME has puts avail Like Listening to two fat people talk about how theyll revolutionize fitness Good luck Youll need it @firstadopter Lol. Though important context is that I was arguing that his stated timelines (1-3 years to Nobel Prize winners) seem too aggressive given the timelines implied through his compute spend. And my point was that his revealed timelines seem more reasonable than his publicly stated https://t.co/NAPdqhp1BB"
X Link 2026-02-15T19:23Z [---] followers, [---] engagements
"Oh its all so tired They wont trip over their own egos. Theyd call it a win But when their agents do Soon Imagine being one of the [------] CS students right now paying $50k per year to learn how to implement linked lists Imagine being one of the [------] CS students right now paying $50k per year to learn how to implement linked lists"
X Link 2026-02-15T20:03Z [---] followers, [---] engagements
"No this is two stupid people talking Instead of watching Netflix watch this interview of Anthropics CEO https://t.co/JWllY8NzwZ Instead of watching Netflix watch this interview of Anthropics CEO https://t.co/JWllY8NzwZ"
X Link 2026-02-16T00:38Z [---] followers, [--] engagements
"What the fuck do you mean JUST [--] hours New MRI study on [--] year olds: Just [--] hours of interactive screen time per day is linked to measurable loss of white brain matter. "Screentime will be to this generation what smoking was to a previous generation." This report is worth your attention. https://t.co/OZYWmkW4nx New MRI study on [--] year olds: Just [--] hours of interactive screen time per day is linked to measurable loss of white brain matter. "Screentime will be to this generation what smoking was to a previous generation." This report is worth your attention. https://t.co/OZYWmkW4nx"
X Link 2026-02-16T01:57Z [---] followers, [--] engagements
"@A_May_MD @zethedeuce No the point is that theres no does not seem to be an ITK specific signal showing up in Ritle safety data though i doubt it would be attributed anyway. Agree different binding properties though Pfizer wants to and will use a higher dose"
X Link 2026-02-14T22:12Z [---] followers, [---] engagements
"@A_May_MD @zethedeuce actually it depends if the signal is specific to blockade of that pathway or not. Risk you cited not aware of it for JAK3 or the other targets Ritle hits. Pharmacodynamics suggest things are quite gray on receptor occupancy ITK RO JAK3 . https://accp1.onlinelibrary.wiley.com/doi/epdf/10.1002/jcph.2347 https://accp1.onlinelibrary.wiley.com/doi/epdf/10.1002/jcph.2347"
X Link 2026-02-14T22:29Z [---] followers, [---] engagements
"Lol Dude how do these people come up with these ideas Tirzepatide + Testosterone (and/or Tesamorelin for visceral fat reduction) does a better job of losing weight while preserving lean mass. Tirzepatide + Testosterone (and/or Tesamorelin for visceral fat reduction) does a better job of losing weight while preserving lean mass"
X Link 2026-02-15T18:42Z [---] followers, [---] engagements
"RT @BlueWinterMgmt: @dwarkesh_sp can you please make sure to go public as soon as possible with this approach @DarioAmodei you too buddy"
X Link 2026-02-15T19:32Z [---] followers, [--] engagements
"Time to dust off these pharmacology books Statistics will be your friend too They arent that far apart Hope you arent too bullish GCG Im not convinced the RHR or HRV changes on retatrutide are meaningful in any practical sense. Im not convinced the RHR or HRV changes on retatrutide are meaningful in any practical sense"
X Link 2026-02-15T19:44Z [---] followers, [---] engagements
"Another RCT comment The control arm must be SOC Same ole tired stuff as usual If you truly believe this true across all facets of medicine You have revealed a lack of understanding of [--]. Science [--]. Pathophysiology [--]. Statistics [--]. History Critical appraisal of RCTs isnt rocket science despite what some say. If the control arm is not the standard of care at the time the study was run (sadly this happens all too frequently) the results are not applicable to your practice. Critical appraisal of RCTs isnt rocket science despite what some say. If the control arm is not the standard of care at the"
X Link 2026-02-16T04:30Z [---] followers, [--] engagements
"23000 followers Fancies self a researcher of sorts Tweets a ton about this whole moderna thing Doesnt realize the clinical endpoint was ILI Sx plus RT PCR confirmation of influenza. Must have both Poetry in motion Who is next Gonna take these grifters down one at a time Why is ILI even a valid endpoint in [----] when cheap accurate OTC influenza swabs exist Especially when flu vax may cause somewhat similar symptoms Shouldn't we be asking for a reduction in hard endpoints or at least in number of days felt unwell Why is ILI even a valid endpoint in [----] when cheap accurate OTC influenza swabs"
X Link 2026-02-16T04:52Z [---] followers, [---] engagements
"@adamfeuerstein No safety per usual"
X Link 2026-02-03T11:59Z [---] followers, [----] engagements
"If you think $NKTR will be a commercial failure you should stay away from biotech Such a statement suggests you harbor many types of bias each carrying their own risk to an investor this will be a commercial failure. enjoy the ph2 honeymoon phase. $nktr this will be a commercial failure. enjoy the ph2 honeymoon phase. $nktr"
X Link 2026-02-14T22:14Z [---] followers, [----] engagements
"you guys just figured out the relationship between glucagon and the heart But a trillion dollar drug am i rite Lol @hubermanlab Sit back while the influencers flood the space with baseless commentary You will find diamonds in the rough Here We Go 🪨🪨🪨💎🪨🪨🪨 Reta: - tanks HRV - raises RHR a ton - causes people's skin to hurt for weeks if you 'overdose' - 'overdoses' occur within normal dose ranges .all for a little extra lean mass preservation Worth it Reta: - tanks HRV - raises RHR a ton - causes people's skin to hurt for weeks if you 'overdose' - 'overdoses' occur within normal dose"
X Link 2026-02-15T18:13Z [---] followers, [---] engagements
"@dwarkesh_sp and @DarioAmodei can have their fun thinking of blue skies Oh wait you mean you cant just Capex yourself to a successful drug using an LLM Yeah Ill be there to dunk on you both Every Step Of the way I thought Dwarkesh had a good point that software engineering is the only job where the full context needed to do the job is available to an AI agent (via the code base) And I didnt think Dario had a good answer for why automating other jobs will be as easy I thought Dwarkesh had a good point that software engineering is the only job where the full context needed to do the job is"
X Link 2026-02-15T19:28Z [---] followers, [---] engagements
"RT @BlueWinterMgmt: @dwarkesh_sp and @DarioAmodei can have their fun thinking of blue skies Oh wait you mean you cant just Capex yourself"
X Link 2026-02-15T19:32Z [---] followers, [--] engagements
"$ZM the next Yahoo"
X Link 2026-02-15T20:01Z [---] followers, [---] engagements
"No one said which country They're deadass selling dollars for [--] cents on Polymarket right now. Mr. Beast is [--] you have to be over [--] to run for President. https://t.co/FBYOg5PAit They're deadass selling dollars for [--] cents on Polymarket right now. Mr. Beast is [--] you have to be over [--] to run for President. https://t.co/FBYOg5PAit"
X Link 2026-02-15T22:54Z [---] followers, [--] engagements
"Thats because you and these people doing the research need to try and justify the waste of time and money AI and ML were never needed It was always about talent Too bad you guys still havent figured that out Belly up See you soon Have been speaking a lot more with people doing applied AI/ML for medical research and honestly if we could cure cancer and get absolutely nothing else then all the capex spending will have been worth it Have been speaking a lot more with people doing applied AI/ML for medical research and honestly if we could cure cancer and get absolutely nothing else then all the"
X Link 2026-02-15T23:32Z [---] followers, [--] engagements
"Water is wet Buffett Chamath Not particularly close either. Buffett Chamath Not particularly close either"
X Link 2026-02-15T23:36Z [---] followers, [--] engagements
"Venk Look in the mirror my friend"
X Link 2026-02-15T23:39Z [---] followers, [--] engagements
"you post nonstop on twitter about $HIMS Look in the mirror Your days are similarly bland Just different topics"
X Link 2026-02-16T00:00Z [---] followers, [---] engagements
"Man shut up https://t.co/tjmbT5ytUN https://t.co/tjmbT5ytUN"
X Link 2026-02-16T00:41Z [---] followers, [--] engagements
"Hey we cant really learn anything from this because i dont have an SOC arm and theres no RCT right Lol I saw this in a CNS lymphoma patient receiving CART. Greet to see a paper describing it Clinical presentation management and outcome of TIAN in CNS lymphoma treated with CD19-CAR T-cell therapy Blood American Society of Hematology https://t.co/U2hEep3voF I saw this in a CNS lymphoma patient receiving CART. Greet to see a paper describing it Clinical presentation management and outcome of TIAN in CNS lymphoma treated with CD19-CAR T-cell therapy Blood American Society of Hematology"
X Link 2026-02-16T04:37Z [---] followers, [---] engagements
"This may be the dumbest thing ive read in [----] "For years & years Doctors have been killing people through Biopsies.It breaks the tumor's seal & spreads Cancer." Dr Adiel Tel-Oren MD "Be very careful.Never do a prostate biopsy. Never do a breast biopsy. Metastasis is caused by the biopsy." https://t.co/ViGAmz23xa "For years & years Doctors have been killing people through Biopsies.It breaks the tumor's seal & spreads Cancer." Dr Adiel Tel-Oren MD "Be very careful.Never do a prostate biopsy. Never do a breast biopsy. Metastasis is caused by the biopsy." https://t.co/ViGAmz23xa"
X Link 2026-02-16T12:47Z [---] followers, [--] engagements
"Yeah no. 20-30% credit card rate is insane This is a mistake President @realDonaldTrump. Without being able to charge rates adequate enough to cover losses and to earn an adequate return on equity credit card lenders will cancel cards for millions of consumers who will have to turn to loan sharks for credit at rates This is a mistake President @realDonaldTrump. Without being able to charge rates adequate enough to cover losses and to earn an adequate return on equity credit card lenders will cancel cards for millions of consumers who will have to turn to loan sharks for credit at rates"
X Link 2026-01-10T04:06Z [--] followers, [--] engagements
"@bioinvestor24 @Andre_AGTC GLP1 will help but no way this is going to be better than Bimekizumab or Secukinumab. Adjunct if anything not better than SOC They are running a phase 2"
X Link 2026-01-11T16:18Z [--] followers, [--] engagements
"$BEAM [---] & [---] has some potential. Briquilimab has been used in FA patients and seemingly resulting in busulfan-free engraftment. All SCT is very likely to change in the next few years in a very real way"
X Link 2026-01-12T00:56Z [--] followers, [---] engagements
"$BEAM looking good. Its has a lot of fakeouts over [--] years though. Doesnt mean anything till we break $50 $BEAM [---] & [---] has some potential. Briquilimab has been used in FA patients and seemingly resulting in busulfan-free engraftment. All SCT is very likely to change in the next few years in a very real way. $BEAM [---] & [---] has some potential. Briquilimab has been used in FA patients and seemingly resulting in busulfan-free engraftment. All SCT is very likely to change in the next few years in a very real way"
X Link 2026-01-12T14:59Z [--] followers, [---] engagements
"What is $CRSP do when it is overtaken by $BEAM and $PRME Break IP Law"
X Link 2026-01-12T17:13Z [--] followers, [---] engagements
"$ORKA is not exciting as a company to me. Doing a half-life extended Ab makes sense only if your safety profile of the target is beautiful. Half-life extended IL-17A/F Ok lets see that healthy volunteer data $ORKA(L) I believe there is a big chance that this will outperform $APGE and $SYRE which I like them also. $ORKA gave a good update that i was expecting to achieve a half-life of 75-80 days supporting potential for twice-per-year dosing in psoriasis and quarterly dosing in HS $ORKA(L) I believe there is a big chance that this will outperform $APGE and $SYRE which I like them also. $ORKA"
X Link 2026-01-12T18:29Z [--] followers, [---] engagements
"$REGN completely messed up. Thats the truth Agree generally with $regn take on M&A but they should really be looking at the winners basket. SMID biotech has proven they can develop on their own and theres really no proof that a BP bringing a clinical-stage asset in-house early changes outcomes. Could argue it actually Agree generally with $regn take on M&A but they should really be looking at the winners basket. SMID biotech has proven they can develop on their own and theres really no proof that a BP bringing a clinical-stage asset in-house early changes outcomes. Could argue it actually"
X Link 2026-01-13T21:24Z [--] followers, [----] engagements
"Guys come on $CRVS to me this is the home run slide - making those drug holiday claims more real https://t.co/wsBzyBwOOs $CRVS to me this is the home run slide - making those drug holiday claims more real https://t.co/wsBzyBwOOs"
X Link 2026-01-20T17:44Z [--] followers, [---] engagements
"@zhaoweiasu Never seen you weigh in on this stuff"
X Link 2026-01-21T04:59Z [--] followers, [---] engagements
"@HOThomasWPhelps @Investorclimber They also recruited Dupilumab responders which taints the entire dataset"
X Link 2026-01-22T12:51Z [--] followers, [---] engagements
"@srqstockpicker Hey message me to discuss $PRME"
X Link 2026-01-22T12:52Z [--] followers, [--] engagements
"@JoseRestonVA @hannibalspeaks Does Galderma break down Nemolizumab prescriptions based on indication"
X Link 2026-01-24T12:37Z [--] followers, [---] engagements
"@zethedeuce @semodough @seedy19tron Ibrutinib is a non-elegant hunk of junk. Please do not bring that into the conversation"
X Link 2026-01-24T18:45Z [--] followers, [--] engagements
"Did $MTSR not have somewhat compelling QM data $VKTX WB Hsieh given the chronic nature of obesity believe patients will likely welcome a monthly dosing regimen. So far we have not seen compelling clinical datasets that are supportive of monthly dosing in the obesity field. In this Phase I maintenance study investors can $VKTX WB Hsieh given the chronic nature of obesity believe patients will likely welcome a monthly dosing regimen. So far we have not seen compelling clinical datasets that are supportive of monthly dosing in the obesity field. In this Phase I maintenance study investors can"
X Link 2026-01-25T17:40Z [--] followers, [--] engagements
"Its not a disease modifying drug until the data shows it is $CRVS $30s when There are "0" disease modifying drugs (let alone oral) for Atopic dermatitis. $CRVS $30s when There are "0" disease modifying drugs (let alone oral) for Atopic dermatitis"
X Link 2026-01-26T15:13Z [--] followers, [---] engagements
"$VKTX looks even better $pfe $mtsr data are fine. Doubling dose in Ph3 will likely create AE/ DC issues. Who wants to feel worse for longer We do what it takes to be skinny I suppose With that said scarcity value of $gpcr and $vktx rises. Need a commercial seat at table before supply can truly meet $pfe $mtsr data are fine. Doubling dose in Ph3 will likely create AE/ DC issues. Who wants to feel worse for longer We do what it takes to be skinny I suppose With that said scarcity value of $gpcr and $vktx rises. Need a commercial seat at table before supply can truly meet"
X Link 2026-02-03T14:50Z [--] followers, [---] engagements
"Now this is the science Ive been waiting for This is real medicine here @MakisMedicine Thank you for this pioneering work Youre doing something amazing Jaw dropping Never better Wow Unreal 🚨 William Makis shares Ivermectin dosage for Cancer In this clip William Makis walks through an academic discussion on how ivermectin is evaluated in cancer settings and what he watches for first. He explains that responses when they happen often show up early in blood https://t.co/gLjWr98LRl 🚨 William Makis shares Ivermectin dosage for Cancer In this clip William Makis walks through an academic"
X Link 2026-02-03T22:28Z [--] followers, [---] engagements
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