@CloisterRes McGriddle Connoisseur
McGriddle Connoisseur posts on X about $srpt, $bbio, $qure, $alny the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -68%
- [--] Month [-------] +708%
- [--] Months [-------] +82%
- [--] Year [-------] +10%
Mentions: [--] #
- [--] Week [--] -33%
- [--] Month [--] +56%
- [--] Months [---] +46%
- [--] Year [---] -9.20%
Followers: [-----] #
- [--] Week [-----] +0.84%
- [--] Month [-----] +2.70%
- [--] Months [-----] +10%
- [--] Year [-----] +17%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 26.83% finance 7.32% technology brands 5.69% cryptocurrencies 1.63% social networks 1.63% automotive brands 1.63% luxury brands 0.81% travel destinations 0.81% gaming 0.81% countries 0.81%
Social topic influence $srpt 6.5%, $bbio 6.5%, $qure 4.88%, $alny 4.88%, $nktr #77, in the 3.25%, $nvo 3.25%, if you 3.25%, strong 3.25%, what is 3.25%
Top accounts mentioned or mentioned by @amaymd @premarks @pharmafather123 @truthfromthone @biohazard3737 @bigpharmaguy @lfholt @semodough @adamfeuerstein @plainyogurt21 @thebiotechbear @bingbingbom @a_may_md @bernermy @ygoucha @biorxivpreprint @jq1234t @avidresearch @crocsanalyst @sahrtrading
Top assets mentioned Sarepta Therapeutics, Inc. (SRPT) BridgeBio Pharma, Inc. Common Stock (BBIO) uniQure N.V. (QURE) Alnylam Pharmaceuticals, Inc. (ALNY) Novo-Nordisk (NVO) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Abivax SA (ABVX) Janux Therapeutics, Inc. (JANX) Vor Biopharma Inc. (VOR) Atlassian Corporation PLC (TEAM) CRISPR Therapeutics AG (CRSP) Insmed, Inc. (INSM) Moderna Inc (MRNA) Intellia Therapeutics, Inc (NTLA) AMN Healthcare Services (AMN) Viking Therapeutics, Inc (VKTX) Now Coin (NOW) Mirati Therapeutics, Inc. Common Stock (MRTX) Cullinan Management, Inc. (CGEM) Pfizer, Inc. (PFE) Denali Therapeutics Inc. Common Stock (DNLI) Arcellx, Inc. (ACLX) Wing Finance (WING) Cere Network (CERE) Legend Biotech Corp (LEGN) Cytokinetics Inc. (CYTK) Regeneron Pharmaceuticals Inc (REGN) Merus N.V. Common Shares (MRUS) Arrowhead Research Corporation (ARWR) Akropolis (AKRO) Scholar Rock Holding Corporation Common Stock (SRRK) Roivant Sciences Ltd. Common Shares (ROIV)
Top Social Posts
Top posts by engagements in the last [--] hours
"Anyone know why my favorite nursing stock $AMN is in the shitter"
X Link 2026-02-12T18:16Z [----] followers, [----] engagements
"Quite funny that $QURE news is putting pressure on $NKTR and $ABVX. The algos have already linked @A_May_MD favorites into a basket and trading it like they go together 😂😂😂😂😂😂"
X Link 2025-11-03T13:23Z [----] followers, [----] engagements
"@adamfeuerstein It is my long $SRPT thesis"
X Link 2026-02-11T15:03Z [----] followers, [----] engagements
"Why isn't $NVO mooning Seems like maybe estimates are waaaaay low on Wegovy oral adoption. Vol not too expensive for leaps Why"
X Link 2026-02-13T18:35Z [----] followers, [----] engagements
"@lfholt in re:"
X Link 2026-02-12T16:25Z [----] followers, [---] engagements
"@A_May_MD And youre not bullish $VKTX"
X Link 2026-02-13T16:36Z [----] followers, [----] engagements
"@truthfromthone (none of the people taking wegovy pills are intentionally waiting [--] mins in the morning after they take their pills to eat) u can write whatever you want on the label.doesn't mean people have to follow it. Doc: "wait [--] mins" Pt: "Yeah definitely" wink wink"
X Link 2026-02-13T20:53Z [----] followers, [---] engagements
"Anyone know why the upcoming $JANX update is only PSMA and not also including EGFR https://investors.januxrx.com/investor-media/news/news-details/2025/Janux-Therapeutics-to-Host-Virtual-Event-Discussing-Updated-Phase-1a-and-Phase-1b-Clinical-Data-for-JANX007-in-mCRPC/default.aspx https://investors.januxrx.com/investor-media/news/news-details/2025/Janux-Therapeutics-to-Host-Virtual-Event-Discussing-Updated-Phase-1a-and-Phase-1b-Clinical-Data-for-JANX007-in-mCRPC/default.aspx"
X Link 2025-11-25T02:25Z [----] followers, 11.7K engagements
"$vor Think I should go long form on a long that I am embarrassed to talk about publicly. Historically thats a good sign. Think I should go long form on a long that I am embarrassed to talk about publicly. Historically thats a good sign"
X Link 2026-01-20T23:56Z [----] followers, [----] engagements
"If you don't believe the $SRPT data there are some decent EC datasets. Purple is Elevidys Red is the natural history from Muntoni et al in [----]. Broadly similar to the EC that $SRPT reported (of course they can actually match 1:1 which we can't)"
X Link 2026-01-26T21:37Z [----] followers, [----] engagements
"Not sure I will ever really understand the reticence to buy $VKTX by pharma. Me-too of a drug thats going to do $100B/year. How can you not make that math work (And Im quite happy with my $VKTX trading. Selling vol way outperforming the common.)"
X Link 2026-02-04T15:09Z [----] followers, [----] engagements
"Once again I have tweeted something only to find out that @Biohazard3737 had the same thought [--] hours ago"
X Link 2026-02-04T15:38Z [----] followers, [----] engagements
"Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW"
X Link 2026-02-06T00:54Z [----] followers, 100.8K engagements
"@berner_my The stock could go to one penny and not affect their jobs lmao. Do you think that $TEAM is like running an ATM to pay salaries"
X Link 2026-02-06T05:19Z [----] followers, [----] engagements
"The other one of interest was a guy who worked at $WING corporate. Basically said they dont need to hire anyone any more(corp not store level) due to productivity gains from AI. Built agents to handle franchisees better analytics in real time etc. Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they"
X Link 2026-02-06T12:37Z [----] followers, [----] engagements
"Lmao. Yes it is a great idea to vibe code up some HRIS and save ourselves $100k per year in workday costs. Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with"
X Link 2026-02-08T01:11Z [----] followers, [----] engagements
"I just have to say that startups probably have better things to do than vibe coding PM HR or CRM software. Like your startup probably aint gonna go well if youre trying to save $10k on Workday per month when you could be actually doing something to grow your business"
X Link 2026-02-08T03:14Z [----] followers, [----] engagements
"Most importantly: $NKTR should be able to finance on the back of this to release the financing overhang. Stock would be a lot higher if that is gone so I expect this to run after they price a deal tonight. $NKTR We will get a lot more data/info than what is available in the PR but what the PR shows is very good. Caveat emptor these response retention rates are higher than Dupixent's.EVEN FOR Q12W DOSING of rezpeg. That's a big surprise to me given how management had seemed https://t.co/iJTTxDqGaW $NKTR We will get a lot more data/info than what is available in the PR but what the PR shows"
X Link 2026-02-10T12:38Z [----] followers, [----] engagements
"$NKTR data quite clear. Very consistent effects across arms. No new safety data signal. Really the only wart is the ISRs. If not for those youd say its kinda perfect I am of course long. Probably not adding more as its already a big position but this should be up more"
X Link 2026-02-10T13:15Z [----] followers, [----] engagements
"Would be quite funny if @p_remarks account getting nuked marked the bottom of the SaaSpocalypse"
X Link 2026-02-10T15:14Z [----] followers, [----] engagements
"Why do people believe that what just happened in the $RGNX Hunter program is going to be ANY different from what is going to happen to their (and $SLDB) DMD program (i will delete this tweet if wrong)"
X Link 2026-02-10T16:59Z [----] followers, [----] engagements
"OK - last tweet of the day on $NKTR. AtD - story is written. But AA is way underappreciated. This thing is not "AtD only" drug it's (potentially) a "pipeline-in-a-product". $NKTR should immediately work on opening 4-5 PoC Ph2 in other indications"
X Link 2026-02-10T17:26Z [----] followers, [----] engagements
"@truthfromthone my point is that people in the phase [--] trial (which produced the labeled data for the drug) were also non-compliant. My BELIEF is that real-world efficacy will not deviate meaningfully from the Phase [--] trial as people don't magically act differently in a [---] year-long P3 trial"
X Link 2026-02-13T21:53Z [----] followers, [---] engagements
"@YGOUCHA What do you mean"
X Link 2019-12-18T22:36Z [----] followers, [--] engagements
"FYI - the Sangamo Stability Principle has been violated. $SGMO I havent looked at the stock seriously since like [----] but probably worth a gamble just based on the fact that it must ultimately find its way back to $10/share"
X Link 2023-07-17T21:52Z [----] followers, [----] engagements
"@pharmafather123 Generally reasonable but only if you have low conviction you're actually differentiated. Imagine if Acerta hadn't gone H2H with $PCYC valuation would be MUCH lower. If taf going generic you'll have to 'compete' against payers in [----] anyway"
X Link 2023-08-27T21:30Z [----] followers, [---] engagements
"Has anyone gotten around to panning $BMS for buying $MRTX for $4bn+ I mean what are they thinkingLumakras is at peak already only doing $300M/year and Krazati not a much better drug. What are they thinking"
X Link 2023-11-19T21:06Z [----] followers, [----] engagements
"I'll never understand some of the trading people do. For instance certain people that bought $CERE in the last two days. Is a 50% short-term gain (37.5% after tax LMAO) worth the lack of sleep you're going to have wondering if and when the knock on the door comes"
X Link 2023-12-06T21:34Z [----] followers, [----] engagements
"Meh. Looks like rates of secondary malignancies in Yescarta and Breyanzi also have been reported in the 16-17% range. Probably all clear for $LEGN"
X Link 2023-12-22T03:27Z [----] followers, [----] engagements
"So we have to all short $CGEM on this right $MRTX"
X Link 2024-05-15T20:14Z [----] followers, 18.8K engagements
"Feeling VINDICATED about $BHVN The only way their GC could greenlight management participating in a PIPE with MNPI is that the MNPI was negative and therefor did not preclude buying shares. @Biohazard3737 One could even say the only reason they felt comfortable trading on what is potentially positive MNPI isif it wasnt. Ie they know data are -ve therefor theyre not enriching themselves at expense of shareholders. In fact maybe mgmt had to participate to get deal done @Biohazard3737 One could even say the only reason they felt comfortable trading on what is potentially positive MNPI isif it"
X Link 2024-05-29T11:39Z [----] followers, [----] engagements
"What if $ARGX works here I dont believe in long COVID but would be a crazy upside long on that data. A strong indication for #autoimmunity in #longcovid: transfer of antibodies of patients induces symptoms in mice. Check out our latest preprint @biorxivpreprint: https://t.co/c9I3ZKEEIF 1/11 A strong indication for #autoimmunity in #longcovid: transfer of antibodies of patients induces symptoms in mice. Check out our latest preprint @biorxivpreprint: https://t.co/c9I3ZKEEIF 1/11"
X Link 2024-06-01T21:53Z [----] followers, [----] engagements
"So - somebody at JEFF conf got Blum so pissed off that he finally said "GUYS WE TRIED TO SELL BUT IT FELL APART AT THE LAST MINUTE.oops.guess I have to 8K that". Is that what happened at $CYTK"
X Link 2024-06-05T15:24Z [----] followers, [----] engagements
"Acoramidis has to be the first drug Ive seen where analysts assign a competitors LoE to the company. Yes its not ideal but like we see this story all the time Dont $MYOV and $UROV both sell tons of barely differentiated drug when a reasonable generic is available"
X Link 2024-06-25T14:06Z [----] followers, [----] engagements
"Can someone on the next investor call ask Neil "Why do you think KOLs believe that silencers are God's gift to humanity while stabilizers are literally tools of The Enemy What is your plan to EDUCATE KOLs and Cards generally and beat the stupidity $BBIO"
X Link 2024-06-25T19:27Z [----] followers, [----] engagements
"I played around with fake $ALNY K-M curves in Graphpad. Amazing how little a single p-value and HR tell you without you know actually looking at the graph. For example- the below uses [---] mock patients. Logrank p-value: [-----] Logrank HR: [----] But does this look like SoC"
X Link 2024-06-26T03:54Z [----] followers, 12.5K engagements
"This is why "Wait for ESC" is such an important concept for the $BBIO / $ALNY trade. A headline number without any qualitative data is meaningless. Even a spiffy hazard ratio and p-value can themselves be a "sin of omission""
X Link 2024-06-26T03:55Z [----] followers, [----] engagements
"I just realized why the OLE [--] month data is so fishy for $ALNY. In APOLLO-B there was a short-term worsening in patisiran treated pts during first 3-6months of therapy. Guess what happens to placebo patients at the beginning of the OLE"
X Link 2024-06-27T03:55Z [----] followers, 12.8K engagements
"So they double dipped by going out to 42-months with multiple factors helping the separation by giving additional time for events to accrue and the curves to widen but ALSO being helped by the short term deleterious effects of ATTR silencing. FDA not gonna like it"
X Link 2024-06-27T03:55Z [----] followers, [----] engagements
"@bigpharmaguy @jq1234t @avidresearch @CrocsAnalyst I have no problem with changing the SAP. I did not complain that $ALNY changed the SAP. I just think they are playing fast and loose here and there is a non-zero chance that they have created some regulatory jeopardy when it comes time for review"
X Link 2024-06-27T23:11Z [----] followers, [---] engagements
"Total number of hospitalizations was found to be higher with transthyretin stabilizing agent plus best supportive care versus the best supportive care alone (0.45 vs. [----] average hospitalizations per life-year). ICER is a complete JOKE. $PFE $BBIO $ALNY"
X Link 2024-07-18T15:04Z [----] followers, [----] engagements
"Its a good thing to outperform on a day when all the shitcos are rallying bigly right guys Guys"
X Link 2024-11-27T18:16Z [----] followers, [----] engagements
"$DNLI Denali Therapeutics Announces Name Change to McKinley Therapeutics Uhthat was fast https://www.denalitherapeutics.com/home https://www.denalitherapeutics.com/home"
X Link 2025-01-21T13:34Z [----] followers, [----] engagements
"The fact that RFK owns $CRSP should disqualify him from public service"
X Link 2025-01-23T11:59Z [----] followers, [----] engagements
"In two years from now when $INSM doesnt get bought could it also close the gap Betcha it does"
X Link 2025-01-24T18:30Z [----] followers, [----] engagements
"$PFE should buy $SLDB"
X Link 2025-02-18T12:53Z [----] followers, [----] engagements
"Plane left [--] mins late. Arrived [--] mins early. At this point I believe the flat earthers are right and its all conspiracy"
X Link 2025-02-26T02:48Z [----] followers, [----] engagements
"$NVO news is insane. By the same logic Len Schleifer ( $REGN) should also step down. Of course execs should be accountable to performance but a 10-month down draw is absolute lunacy"
X Link 2025-05-16T11:34Z [----] followers, [----] engagements
"I really wish there was a way to search a cashtag and actually get real accounts rather than the complete garbage that shows up. For example $MRUS :"
X Link 2025-05-23T14:56Z [----] followers, [----] engagements
"Hell yeah. $SRPT monetized the $ARWR stake already. Great news"
X Link 2025-08-13T20:29Z [----] followers, [----] engagements
"anyone send me the $BBIO BBG article"
X Link 2025-09-11T19:27Z [----] followers, [----] engagements
"Is $GMAB a short here Maybe they overpaid so you can win that way Maybe peto flops in P3 Just surprised its not down more after a pretty hefty bet that is financed by debt"
X Link 2025-09-29T13:04Z [----] followers, [---] engagements
"@Biohazard3737 @SahrTrading How do you square that with the timing Think it's highly likely it's ultimately gotten full approval but IDK how the math works to get it done by June [--] [----]. If it was Dec [--] [----] I think it's a slam dunk but that doesn't give a ton of time. https://x.com/CloisterRes/status/1976232722206204019 IDK how you get paid on $AKRO CVR Seems the outcomes trial won't read out for full approval until EOY 2030.gotta hope that $NVO gets the file done quickly and that FDA reviews it quickly. sBLA can easily take [--] months and CVR runs out June [--]. https://t.co/sXyhRBSqWl"
X Link 2025-10-09T10:35Z [----] followers, [----] engagements
"You know the crap is really flying when $BHVN catches a bid"
X Link 2025-10-09T16:58Z [----] followers, [----] engagements
"@Nerlynx1 Ha - I am saying this as a $BHVN long"
X Link 2025-10-09T17:09Z [----] followers, [---] engagements
"@BioXray10 Yep - great point. I did extensive diligence on this once upon a time and it seems that the larger the model the less coverage you get from IT admin. Ie mouse looks great rat is Ok macaque is crap and human is a total zero. Its the ole surface area to volume problem"
X Link 2025-10-10T01:29Z [----] followers, [---] engagements
"Some of you dont understand that being long $CRSP is like playing through one of these and thinking my tone is sick bro"
X Link 2025-10-10T02:00Z [----] followers, [----] engagements
"@semodough no way $BBIO moves 20-30% on encalaret data. Implies a $3bn+ move on data which I can't imagine people are thinking could fail"
X Link 2025-10-10T19:21Z [----] followers, [---] engagements
"i am NOT BITTER but $DNLI going down on a PDUFA extension and $SRRK going up on a CRL makes no sense"
X Link 2025-10-14T15:14Z [----] followers, [----] engagements
"Ok I love $BBIO as much as anyone else but this is getting a little goofy. Is this really worth an extra $1.5bn in market cap Like did anyone think this wasnt getting approved / used anyway Am long so still happy (ofc) but seems a little wonky"
X Link 2025-10-27T11:09Z [----] followers, [----] engagements
"Sort of wonder if the $BBIO Q3 Attruby number is going to underwhelm and they are cushioning it with two strong P3s in other indications"
X Link 2025-10-28T20:35Z [----] followers, 12.5K engagements
"Attruby $108 Q3.yowza"
X Link 2025-10-29T20:03Z [----] followers, [----] engagements
"I have done literally [--] mins of reading and thinking but why isnt $ROIV a short here at a $12.8Bn market cap"
X Link 2025-10-29T22:51Z [----] followers, [----] engagements
"@sharkbiotech @A_May_MD They will get Z E R O dollars from that. By the time appeals are done its what [----] And by that time what is the $MRNA cash balance"
X Link 2025-10-29T23:49Z [----] followers, [---] engagements
"$INSM $35B lmfao"
X Link 2025-10-30T11:09Z [----] followers, [----] engagements
"Is $QURE management sophisticated enough to get the DC lobbying machine moving I really hope so but have my doubts. It would honestly be worthwhile for $SRPT to do it on $QURE s behalf; I sense the Elevidys saga is not yet fully written"
X Link 2025-11-03T12:49Z [----] followers, [----] engagements
"@bigpharmaguy The issue with "external control was not pre-specified as part of a plan at the outset of the trial" doesn't seem to be related to the SAP at the 2-year data mark but rather at the start of the trial Curious where you see the [--] day before lock SAP part"
X Link 2025-11-03T19:15Z [----] followers, [---] engagements
"Yes - it is true I am a $SRPT baggie at this point. But if $DYN can be worth $3.4b can $SRPT ( $DYN but slightly earlier ) be worth similar"
X Link 2025-11-04T00:57Z [----] followers, [----] engagements
"@pharmafather123 @A_May_MD I'm legitimately curious how you would propose to run such a study A 5-year no crossover allowed double-blind randomized Sham-controlled (i.e. full holes in skull w/ saline injection into striatum) trial of n=60 patients And you believe this could be enrolled"
X Link 2025-11-04T20:35Z [----] followers, [---] engagements
"@pharmafather123 @A_May_MD We should empirically test the efficacy of parachutes by pushing people out of the plane and randomizing them to parachute or Kleenex"
X Link 2025-11-04T20:36Z [----] followers, [---] engagements
"@bigpharmaguy @pharmafather123 @A_May_MD Bruh"
X Link 2025-11-04T20:58Z [----] followers, [---] engagements
"Maybe its my college football mindset but if I hear the athletic director say I have complete confidence in our Head Coach I know exactly what that means and it aint good really don't think Vinay is getting fired folks. buckle up https://t.co/zFv2MDXwo4 really don't think Vinay is getting fired folks. buckle up https://t.co/zFv2MDXwo4"
X Link 2025-11-05T20:19Z [----] followers, [----] engagements
"So $NTLA in a rational market should be below cash. Seems a wonderful gift to be able to short it at a +150% to cash EV"
X Link 2025-11-06T21:26Z [----] followers, [----] engagements
"WSJ op-eds re FDA dysfunction are becoming more strident. $QURE https://www.wsj.com/opinion/fda-pharma-george-tidmarsh-kevin-tang-aurinia-uniqure-marty-makary-vinay-prasad-81ef8158st=ncpXyH https://www.wsj.com/opinion/fda-pharma-george-tidmarsh-kevin-tang-aurinia-uniqure-marty-makary-vinay-prasad-81ef8158st=ncpXyH"
X Link 2025-11-07T11:54Z [----] followers, [----] engagements
"@P_Remarks I am not a smart investor but do we even care about real topline growth when it's trading at 3x FCF (market cap basis) or 7x FCF (EV basis)"
X Link 2025-11-07T16:04Z [----] followers, [---] engagements
"Were back to the good ole days (SPY [----] bps XBI [----] bps)"
X Link 2025-11-07T17:14Z [----] followers, [----] engagements
"@Biohazard3737 I am using it more than ever. I find its less because AI good and more because Google bad. I cant even apparently use google any more"
X Link 2025-11-07T22:58Z [----] followers, [----] engagements
"@bigpharmaguy do not harsh my mellow bruh"
X Link 2025-11-07T23:16Z [----] followers, [---] engagements
"@pharmafather123 Whats crazy is the consistency in subgroups. Even patients coming in w LDL [---] are seeing these benefits"
X Link 2025-11-08T20:04Z [----] followers, [---] engagements
"@hannibalspeaks Ok. But the ITT still looks good Ie just keep the denominator the same and you can calculate by inference that the numerator is increasing"
X Link 2025-11-09T01:47Z [----] followers, [---] engagements
"We are reaching levels of BioTwitter that were previously only theoretically observable in higher dimensional meme-space"
X Link 2025-11-10T03:31Z [----] followers, [----] engagements
"$VOR is still $800M market cap. Amazing"
X Link 2025-11-11T01:30Z [----] followers, [----] engagements
"Somebody check on @P_Remarks $AMN constantly trades like utter dog shit"
X Link 2025-11-13T18:13Z [----] followers, [----] engagements
"The tutes have been very transparently trying so hard to get my cheapies. But I wont let them $MRNA $CRSP $VOR $NTLA"
X Link 2025-11-14T14:59Z [----] followers, [----] engagements
"@KlendathuCap $TSLA in 2018"
X Link 2025-11-14T18:25Z [----] followers, [---] engagements
"I would just like you all to know that we had brunch with our [--] kids at a restaurant and it was actually mildly pleasant. Big achievement"
X Link 2025-11-16T17:53Z [----] followers, [----] engagements
"@A_May_MD @plainyogurt21 @biofeed @AB1001_disciple Playing devils advocate- perhaps its the AUC that matters as a measure of total neuronal death. Ie it goes up because you accelerated the death of some sensitive neurons and then the decline below baseline is because youre left with just the slower-dying guys"
X Link 2025-11-17T21:06Z [----] followers, [---] engagements
"@nyseSRCL Anything smaller than Fido is retail"
X Link 2025-11-19T13:54Z [----] followers, [--] engagements
"@A_May_MD @TheBiotechBear I wish it was only a Lamborghini. It's like a Lamborghini every [--] years"
X Link 2025-11-19T18:47Z [----] followers, [---] engagements
"I dont really understand the options pricing for $QURE. You can buy the common and if the FDA stuff doesnt work out you get a 60% haircut (at least). Or you can buy Jan [--] 30/70C risk a 100% loss but gain 5.5x on FDA approval. Harder to imagine the common at [---] IMO"
X Link 2025-11-20T15:16Z [----] followers, 17.2K engagements
"Wow - $MRNA coming on S T R O N G in the new euphemisms game; we have now reclassified "operating cash burn" to be "Net cash investments". Amazing"
X Link 2025-11-20T21:31Z [----] followers, [----] engagements
"@BoitechB @Corona_N_Lyme $2bn too conservative IMO"
X Link 2025-11-21T16:38Z [----] followers, [---] engagements
"I know that we all love $BBIO (myself included) but isn't a $13b valuation starting to get a little bit rich for the equity There's still debt royalties/shared economics etc beyond that. But to make $13b work you gotta hope Attruby is a $5bn peak sales drug with long IP"
X Link 2025-11-21T22:49Z [----] followers, [----] engagements
"Closing the loop on $SRPT Nov butterflies. These were trading at $0.94 per when I posted the below (where I got filled) if you held to expiry yesterday they closed at [----] or a 3x. Haters gonna hate. I think $SRPT Nov 15/20/25 butterfly interesting. ++ve: Elevidys will o/p on pent-up / pull-forward demand after recent shenanigans +ve: Non-amb back on market - but will be show me story on sales there -ve: Overhang for upcoming PMO readouts Think settles [--] w/ the above I think $SRPT Nov 15/20/25 butterfly interesting. ++ve: Elevidys will o/p on pent-up / pull-forward demand after recent"
X Link 2025-11-22T15:06Z [----] followers, [----] engagements
"@evernote appears to be a COMPLETE fraud. I tried the free trial subscription but there is a "technical error" where I can't stop it from billing me the annual fee. Complete dog shit platform - can't even respond to a ticket I submitted days ago"
X Link 2025-11-22T20:00Z [----] followers, [----] engagements
"Why the hell was success in AD ever baked in to the $NVO valuation Did you idiots really believe that they were hiring for a launch meant anything"
X Link 2025-11-24T13:28Z [----] followers, [----] engagements
"$ACLX my favorite short is finally getting its comeuppance"
X Link 2025-11-24T18:09Z [----] followers, [----] engagements
"@A_May_MD I had a big (for me) $aclx short on offset by a small $cgem short. Not all perfect but on a +250bps XBI day I was pretty thrilled"
X Link 2025-11-24T22:23Z [----] followers, [----] engagements
"Kind of think the bull thesis for rare disease $XBI from here is that RFK / Trump are totally fine with VP going ape shit on vaxxxxing while tightening his leash on rare dz approvals"
X Link 2025-12-01T15:55Z [----] followers, [----] engagements
"If we get that $QURE meeting minute reversal and $JANX goes up bigly on data this afternoon I am immediately exiting my salmon-induced cut and back to bulking. There - I win either way"
X Link 2025-12-01T18:09Z [----] followers, [----] engagements
"I cant believe Im going to say this. But I think $JANX is a long from here. I might go long-form on this one more for my own benefit than anyone elses later this week"
X Link 2025-12-02T15:42Z [----] followers, [----] engagements
"I think every piece of FDA drama is bullish the VP-hated basket. OTOH bearish $SRPT though people wont read it that way. $SRPT actually in beautiful position currently - approved drugs that FDA apparently cant touch with competitors that cant get approved on surrogates"
X Link 2025-12-02T23:25Z [----] followers, [----] engagements
"$SRPT down 5% on $CAPR 🫡🫡🫡"
X Link 2025-12-03T14:07Z [----] followers, [----] engagements
"@P_Remarks wen bullish update"
X Link 2025-12-09T21:03Z [----] followers, [---] engagements
"FYI Umer on his podcast from this weekend is basically saying that Makary et al will be out soon. Wish it were so"
X Link 2025-12-10T12:04Z [----] followers, [----] engagements
"Anyone know why exactly $ALNY falling off a cliff"
X Link 2025-12-10T20:39Z [----] followers, [----] engagements
"You idiots are misreading the $LLY / $ABVX plane situation entirely. $LLY is not flying to Paris to buy $ABVX. They are flying to Paris to buy fresh croissants for Howard Robin and JZ to go with the hand-delivered term sheet which they plan to fly out to $NKTR on the PJ"
X Link 2025-12-12T13:30Z [----] followers, [----] engagements
"@A_May_MD @semodough If you combine both treatment arms no doubt its stat sig. Idk how stock trades but I think this is enough to claim proof of concept. If you have PoC in [--] indications you now have pipeline-in-a-product. Things should go pretty fast from here IMO"
X Link 2025-12-16T12:49Z [----] followers, [----] engagements
"Why is $QURE going ham"
X Link 2025-12-17T14:43Z [----] followers, [----] engagements
"Long way to go to be reacquainted with reality $INSM $INSM $35B lmfao $INSM $35B lmfao"
X Link 2025-12-17T21:45Z [----] followers, [----] engagements
"Honestly dont know why you guys are bagging on ChatGPT [---]. For my daily use cases in research / biology it keeps getting better. I havent caught it hallucinating yet despite HEAVY usage and it is accelerating my workflow probably literally 10x"
X Link 2025-12-23T18:29Z [----] followers, [----] engagements
"@bingbingbom @TheBiotechBear Omg they must have changed the UI quite a bit since [----] when I last frequented that hive of scum and villainy"
X Link 2025-12-29T14:33Z [----] followers, [---] engagements
"Imagine getting to play Rainbow [--] but in real life. https://t.co/rMdtgQf3RC https://t.co/rMdtgQf3RC"
X Link 2026-01-03T18:29Z [----] followers, [----] engagements
"Kind of surprising how weak $SLNO has been"
X Link 2026-01-09T18:06Z [----] followers, [----] engagements
"I heard that the Greenland thing is all a gambit to serve as a bargaining chip in order to force the EU to sell $ABVX to US big pharma"
X Link 2026-01-12T02:48Z [----] followers, [----] engagements
"Guidepoint really needs better waiting music. This incessant flute is so irritating"
X Link 2026-01-13T18:59Z [----] followers, [----] engagements
"Think I should go long form on a long that I am embarrassed to talk about publicly. Historically thats a good sign"
X Link 2026-01-17T20:58Z [----] followers, [----] engagements
"@P_Remarks It just occurred to me today that since the advent of Excel we probably have 10x the number of (meaningless) jobs in accounting/auditing FP&A etc. Bet AI is the same"
X Link 2026-01-17T21:04Z [----] followers, [---] engagements
"@bingbingbom @LY4101174 Newton molar concentration is that what we are nitting"
X Link 2026-01-20T19:03Z [----] followers, [---] engagements
"$ntla kind of shocking tbh"
X Link 2026-01-21T14:43Z [----] followers, [----] engagements
"The bear thesis will of course be "NSAA is effort based" but at a certain point we have to believe that the disease effects dominate the trial setting effects. Like can you really make a kid get up [--] seconds faster by yelling (if so my parenting skills needs re-evaluation)"
X Link 2026-01-26T21:41Z [----] followers, [---] engagements
"@TeslaCharts Absolutely. I argued this with either @MontanaSkeptic1 or @markbspiegel don't remember which one but $TSLA2 will be a decent luxury automaker with a cult brand and a not-batshit CEO"
X Link 2018-05-12T22:57Z [----] followers, [--] engagements
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