@Colecalciferol1 Avatar @Colecalciferol1 Pilsator Capital

Pilsator Capital posts on X about $huma, $abvx, $sls, this is the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence cryptocurrencies 29.76% finance 27.38% currencies 16.67% stocks 15.48% countries 9.52% technology brands 2.38% automotive brands 2.38% celebrities 1.19% fashion brands 1.19% vc firms 1.19%

Social topic influence $huma #12, $abvx 22.62%, $sls 8.33%, this is 5.95%, eli lilly 5.95%, huma #46, acquisition 3.57%, market cap 3.57%, ukraine 3.57%, investment 3.57%

Top accounts mentioned or mentioned by @revshark @charlietwits @charlesrobinson @gridironeq @damonbon1 @keubiko @olafscholz @joergkukies @sofinnovavc @trufflecapital @venrock @theroaringkitty @keneugenefisher @bussinbiotech @energizerfi @humacyte @jkeynesionq @realtimshady42 @8888tld @amaymd

Top assets mentioned Huma Finance (HUMA) Abivax SA (ABVX) Eli Lilly and Company (LLY) Tesla, Inc. (TSLA) GameStop, Corp. (GME) RAMP (RAMP) LIMBO (LIMBO) Plug Power, Inc. (PLUG) Morgan Stanley (MS) Novartis AG (NVS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$HUMA - Confirmed Humacyte sale to DoD / DoW A sign of life: First sale visible. Publication usually c [--] months after actual sale (which is essentially spot on here). Whats concerning here: DoD/ECAT listing was in July. This order (for 1x Symvess - in words: One) occurred in November. Have there been no sales between July and November Or are other entities simply slower in publication At least something happens. We see signs of life in the company. https://twitter.com/i/web/status/2019456495755133166 https://twitter.com/i/web/status/2019456495755133166"
X Link 2026-02-05T17:02Z [---] followers, [----] engagements

"$HUMA - Changes to Humacyte management shortly Had to read this 3-4x times to be sure this is what it appears to be. Thinking about a career pivot in [----] Start with a playbook not guesswork. Humacytes CCO (a board member): Count me in What is going on here"
X Link 2026-02-07T19:07Z [---] followers, [----] engagements

"SpaceX/xAI/Tesla - Dont say you havent been warned - Are space data centers the new solar roof tiles Musk acquiring struggling Solarcity (essentially bailing out his own family) is just another precedent - but make up your mind you might find similarities: [----] - Wirecard - Acquired small payment processors - M&A to legitimize fake third-party revenue - Missing cash blamed on acquired subsidiaries - Went bust [----] - Steinhoff International - Acquired global retail chains (Pepkor Poundland Mattress Firm) - Used counterparties to manufacture profits (hide losses) - Inflated goodwill via"
X Link 2026-02-03T23:38Z [---] followers, [---] engagements

"$HUMA - What we see (or not see) Humacyte is extremly quite across channels. No insider buying at these deeply deflated levels signals simply zero management conviction. No DoW sales showing in spending data despite claims (require further clarity on ECAT coverage under USspending) - Evidence for DoW sales: Zero. No DoW contract disclosure. No indications that discussions are ongoing despite past communication. Fluctuation in sales team appears to be within specs for the moment though and Humacyte re-hires rather quickly. (1/5) https://twitter.com/i/web/status/2019131298938224772"
X Link 2026-02-04T19:29Z [---] followers, [---] engagements

"$HUMA - Avenue - At least not known for loan-to-own Humacyte refinancing essentially relying on Avenue. No club or other parties showning up - From cost of capital its simply unlikely that Avenue as one of the smaller private debt players is cheapest lender on refinancing side. Looking 12-18 months back we cannot believe we have to put this out: But at leastAvenue is not known for debt-equity swaps or creeping into companies - That this has to be clarified in the meantime is saying something. (2/5) https://twitter.com/i/web/status/2019131301962437001"
X Link 2026-02-04T19:29Z [---] followers, [---] engagements

"$HUMA - Catalysts ahead - Very limited. Before or at earnings release there are very limited catalysts from Humacyte. Visibility will come with updated sales figures (and thats 2-3 months) Only catalyst might be a DoW contract rising from the ashes which we simply not see at the moment. Even if a DoW contract comes (in what form ever) will not do the trick as many expect. Maybe they are classified as strategic national stockpile (SNS) but that will be double-digit million in sales per year - Wouldnt expect more. You see this administration buying a USD 25k product in masses Keep hoping. (3/5)"
X Link 2026-02-04T19:29Z [---] followers, [---] engagements

"$HUMA - Humacyte has difficult 2-3 months ahead - Taking stock: It remains frustrating that poor management execution weighes on breakthrough Symvess over months now. Taking stock where Humacyte stands: [--] What we see (or not see) [--] Avenue Capital [--] Catalysts ahead - Very limited [--] Management team under scrutiny [--] Reverse split (0/5) https://twitter.com/i/web/status/2019131295662522804 https://twitter.com/i/web/status/2019131295662522804"
X Link 2026-02-04T19:29Z [---] followers, [----] engagements

"$HUMA - Humacyte management team under scrutiny Senior management simply does not deliver at the moment. Full stop. We made the point already a couple of months ago - When Fresenius sees Symvess as viable option for dialysis we should start discussing changes to management team (both CEO and CFO) to not throw Humacyte under the train before this crystallizes. The company needs a change in management. Laura as non executive chairman and bring industry veterans in - maybe someone parachuted from Fresenius Some ambitious N-1 But who from the shareholder base will lead the initiative for"
X Link 2026-02-04T19:29Z [---] followers, [---] engagements

"$HUMA - Reverse split scenario Its not the quite part but its simply obvious: At these levels Humacyte is a reverse split candidate. Full stop. Which would be a desaster for shareholders - There are essentially no cases where stocks not went down another 30-40%+ after a split. Thats where we are. Its sadly decisive months ahead for Humacyte and we are unfortunately more negative than positive at the moment. (5/5) https://twitter.com/i/web/status/2019131312297107499 https://twitter.com/i/web/status/2019131312297107499"
X Link 2026-02-04T19:29Z [---] followers, [---] engagements

"Likely a misperception: xAI would be a subsidiary to SpaceX the debt is subordinated within xAI - could work when no CoC is triggered and downside is xAI will not upstream dividends before debt is repaid - which is convenient given xAI is far away from any dividend- cluster f MUSK STRUCTURED SPACEXS ACQUISITION OF XAI AS A TAX-FREE TWO-STEP MERGER THAT MAKES XAI A SPACEX SUBSIDIARY SHIELDS SPACEX FROM LEGAL LIABILITY AND ELIMINATES ANY OBLIGATION TO REPAY XAIS DEBT SOURCES SAY. MUSK STRUCTURED SPACEXS ACQUISITION OF XAI AS A TAX-FREE TWO-STEP MERGER THAT MAKES XAI A SPACEX SUBSIDIARY SHIELDS"
X Link 2026-02-06T09:04Z [---] followers, [---] engagements

"$HUMA - Humacyte appears to be reorganising its commercial team Following a hint from @DaMonBon1 we wanted to make sure we hadnt misinterpreted the situation or overlooked sth. Humacytes CCO was however indeed still listed as part of the leadership team end of Dec-25 (web archive screenshot below) but was apparently removed early [----]. We can assume there will be movements within Humacytes commercial setup in due course. This could be an indication that management does not view the market roll out as satisfactory - with all datapoints available this wouldnt come as a surprise We would by the"
X Link 2026-02-08T20:49Z [---] followers, [----] engagements

"$HUMA - Humacyte regains ability to communicate - finally The NDAA wording itself is to be honest not new but this is how Humacyte should communicate Make progress and communicate. Good. Stop being sitting ducks when you have a breakthrough product. https://investors.humacyte.com/news-releases/news-release-details/humacyte-announces-new-us-department-defense-funding-procurement https://investors.humacyte.com/news-releases/news-release-details/humacyte-announces-new-us-department-defense-funding-procurement"
X Link 2026-02-09T13:39Z [---] followers, [----] engagements

"$HUMA - Putting Humacytes 30% move into perspective: Wondering if theres upside Humacytes market cap mid-24 was c USD 1bn - pre FDA approval Now FDA approved / DoW: Product role out (slow) Huma is trading at USD 0.25bn If you were wondering: yes there is plenty of upside"
X Link 2026-02-10T10:27Z [---] followers, [---] engagements

"@Keubiko Argued once with a lemming what Auto Financial Services vs Auto Core implies I aged months in a few minutes"
X Link 2021-03-25T22:23Z [---] followers, [--] engagements

"$ADJ / $ADL - Germany now officially a Banana Republic: Wirecard Grenke and now Adler Group The German money laundering paradise is now establishing as the prime hub for corporate fraud Zero oversight. Zero checks and balances You listening @OlafScholz @joergkukies #Adler The Adler Group Bond Villains. Viceroys report is now live: https://t.co/765dgC0eTd Adler Group is a stitched together and overly indebted dumpster fire operated for the sole benefit of a secretive kleptocratic cabal. $ADJ $ADL #thread 1/ https://t.co/5q96ZUGzOd The Adler Group Bond Villains. Viceroys report is now live:"
X Link 2021-10-06T11:16Z [---] followers, [--] engagements

"$ADL / $ADJ - Adler Group now falling apart here in Germany in late trading - [--] Euro (-30%) at peak. No feedback from Adler management dead silent complete shock mode apparently. #Adler #AdlerGroup"
X Link 2021-10-06T14:37Z [---] followers, [--] engagements

"$ABVX - And there we go: Abivax postpones FPI just randomly in an updated investor presentation without any further communication or explanation nothing. This management is a disgrace. A promising French biotech slammed into the wall. @SofinnovaVC @trufflecapital @Venrock $ABVX - While Abivax is moving further down to the expected EUR [--] level be reminded - Abivax will either postpone: (i) FPI / first patient enrolled for their Phase III or (ii) Postponement of Partnership deal (which is linked to FPI) in this quarter. More downside to come $ABVX - While Abivax is moving further down to the"
X Link 2022-10-03T22:13Z [---] followers, [--] engagements

"$GME GameStop now up 40% in Europe. What a time. Who said people are struggling and are short cash @TheRoaringKitty $GME Gamestop up 20% in early trading in Europe on news that @TheRoaringKitty is back on X Market is so back https://t.co/GRNQdfvQJ6 $GME Gamestop up 20% in early trading in Europe on news that @TheRoaringKitty is back on X Market is so back https://t.co/GRNQdfvQJ6"
X Link 2024-05-13T11:25Z [---] followers, [---] engagements

"$HUMA - Humacyte with probably the most decisive weekend ahead in company history pretty binary scenarios for stockholders and interesting risk/return profile: FDA approval (10 August) could lead to a major revaluation of the business:"
X Link 2024-08-08T23:03Z [---] followers, [---] engagements

"$HUMA - Other small cap pipeline-only biotechs (w/o FDA approval) easily trade at a USD 3-4bn market cap (which would be reconcilable with Humacyte sales target) - HUMAs market cap is circling around a 1bn and would very likely look at a profitable first of a kind product"
X Link 2024-08-08T23:03Z [---] followers, [---] engagements

"$HUMA - A quick ramp up of sales would allow for an even sharper revaluation. The downside will be likely a push back to Humacytes pre Ukraine war levels (somewhere 5-7 USD per share) but can obviously easily go lower when confidence fades"
X Link 2024-08-08T23:03Z [---] followers, [----] engagements

"$HUMA - Interesting find from earlier this week: We werent aware that Humacyte targets a new manufacturing site apparently - No info if this would be on the existing Durham side or potentially elsewhere. We would expect this might be a preparation for a potential FDA approval"
X Link 2024-09-24T13:04Z [---] followers, [----] engagements

"@Keneugenefisher Put it into perspective: You have a 4-5x lower likelihood for amputations (Humacyte V005+007). Average US Marines basic training is approx USD 50-75K range for DoD. Lifetime costs of civil amputees are USD 500k+ (min). Direct costs appear higher but economics can be huge. $HUMA"
X Link 2024-10-07T06:10Z [---] followers, [----] engagements

"$LBPH - Absolutely fantastic result by Kevin Lind and Longboard team. Acquisition by Lund is so deserved - What a run for [--] month milestone to milestone. Received bexicaserin FDA approval + market exclusivity not even a month ago. Happy for the patients and 10x for investors"
X Link 2024-10-14T15:43Z [---] followers, [---] engagements

"$HUMA - FDA approval Once we get an anticipated approval in trauma (Laura) gives a clear hint on Humacytes expectation on FDA review outcome. 95% of analyst questions circling around AV/dialysis. Trauma is treated as a closed case. No further questions by FDA (just CMC) 2/5"
X Link 2024-11-11T13:20Z [---] followers, [---] engagements

"$HUMA - ATEV/AV Trauma considerations or any ATEV remark is foremostly liked to the DoD. We believe that an FDA approval could imminently trigger a series of DoD orders for Humacyte (i.e. Ukraine Taiwan) and read comms in a way that there is clear indication given by DoD 3/5"
X Link 2024-11-11T13:20Z [---] followers, [---] engagements

"@RevShark Fully with you on the rationale but lets dont overestimate FMCs ability. In case of a post FDA scenario expect a significant reevaluation of Humacyte. Even if they just end up at USD 2-3 bn market cap that would also for Fresenius Medical a larger acquisition (12bn mcap)"
X Link 2024-11-22T15:00Z [---] followers, [---] engagements

"@charlie_twits @BussinBiotech @RevShark I must have missed that one - did they confirm that Or where is the info coming from We just heard from the institutional investor but could have been a broker which is on-selling"
X Link 2024-11-22T17:41Z [---] followers, [---] engagements

"$HUMA - Conditional FDA approval as most likely outcome for Humacytes ATEV In anticipation of the upcoming FDA decision for ATEV in trauma we weigh various scenarios and share a preliminary analysis. In short: Conditional approval is the most likely outcome for us. Full approval trails slightly; CRL seems unlikely given current data. Details: - Background on Conditional approval - Examples of previous conditional FDA approvals and outcomes - ATEV within the FDA framework - What conditions could ATEV face - Conclusion + Outlook 1/6"
X Link 2024-12-03T12:39Z [---] followers, [----] engagements

"$HUMA - Received a couple of DMs that might be interesting for the wider group 1/2 [--]. On the FOIA requests: We are not implying anything. Maybe there is a person with the exact same name as someone from this exact firm who is now interested in Humacyte perhaps out of private curiosity. Or maybe a lawyer from a firm that earns a couple of million per lawyer (not per partner but per individual lawyer) has too much spare time. Obviously we dont know. When you understand how these firms work it is to say the least remarkable that a partner from the M&A/Private Equity practice is submitting these"
X Link 2024-12-06T08:57Z [---] followers, [----] engagements

"$HUMA - Received a couple of DMs that might be interesting for the wider group 2/2 [--]. On the cash runway: Yes Humacyte should have sufficient means in the meantime to bridge a couple of months. Additionally after a potential FDA approval Humacyte estimates it will take six weeks until products can be distributed (post re-labeling) as guided by Laura. The cash runway will then be extended. And by the way its not at managements discretion to decide when and by whom any corporate transaction might or might not happen"
X Link 2024-12-06T08:57Z [---] followers, [----] engagements

"Well yes but Fresenius issue is that in a post-FDA scenario the train will have essentially left the station. Even if Humacyte just revalues to a market cap of $13 billion after approval it will still be difficult for Fresenius. Personally my best guess for a buyout scenario would involve some (very) large-cap fund with ties or experience in the defense sector. Maybe also with some additional expertise in Biotech. But as mentioned this is purely speculation. It could amount to nothing"
X Link 2024-12-06T18:04Z [---] followers, [---] engagements

"$HUMA - Agreeing with James. The FDA is reviewing a completely new product involving cross-departmental oversight + new federal government + new health secretary incoming. The FDAs ultimate goal is to avoid liability. They have zero incentive to rush anything and pressuring them is likely the worst approach Humacyte can take. Its frustrating yes but thats biotech. @EnergizerFi @humacyte $HUMA management could request a formal meeting with the FDA but they have made the decision to not press them because the FDA could issue a CRL just to give itself more time. Management believes that it is"
X Link 2024-12-12T18:15Z [---] followers, [----] engagements

"$HUMA - The limbo ends As promised our brief review of the (anticipated) FDA approval for ATEV /SYMVESS Weve covered Humacyte extensively over the past weeks and enjoyed the discussions and inputs by all of you: - View on warnings / precautions - What to expect post trauma approval - Share price - Outlook + Lift off 1/5"
X Link 2024-12-20T13:12Z [---] followers, [---] engagements

"@CharlesRobinson @RevShark At least Helen is excited about Humacytes progress"
X Link 2024-12-20T22:59Z [---] followers, [--] engagements

"@CharlesRobinson @GridironEq 100% will be interesting if people tried to rescue positions which are already under water since past week"
X Link 2024-12-23T18:31Z [---] followers, [--] engagements

"$HUMA - This is exactly what we could debate for hours: Assume Humacyte is exaggerating target revenues by factor 4x () and actual revenue is USD 150m (i.e. [----] existing () capacity x 20k low low end of guidance per graft); assume a margin of 20% (low low end for first in class biotech post FDA) and a 20x multiple (low low for first in class biotech post approval) and you still look at a valuation discount of 5-10% today. This is at todays levels. Just trauma () before any other indication (dialysis PAD pancreas) below any comparable comp (margin multiple) before buyout rumors etc $HUMA is"
X Link 2024-12-24T01:05Z [---] followers, [----] engagements

"@JKeynesIonQ @RealTimShady42 They should be due to receive the mentioned USD 40m from Oberland (would expect some comms in January) and CEO expected [--] weeks from FDA approval to 1st deliveries which would mean end of January - meaning extended cash runway if they announce a contract by then $HUMA"
X Link 2025-01-04T12:16Z [---] followers, [---] engagements

"$PLUG - We looked into hydrogen titles some time ago but in a different context - just some remarks: Interesting to see the recent news flow around Plug Power before Trumps inauguration; to be realistic both news are essentially non-events tbh: - [--] GW AGA Hydrogen Plant / Australia: Good to have it signed and sealed but this is (i) pre-FID and (ii) apparently before securing external financing - Both can happen but its with highest uncertainty in this market; FID is essentially the most critical decision in asset development and its simply open. - USD [---] bn DOE loan: From our reading not a"
X Link 2025-01-17T14:42Z [---] followers, [---] engagements

"$AMPX - Interesting about Kennedys Amprius Investment: (1) He is venture partner at VantagePoint Capital (very early investor in Tesla back then) (2) He was sitting at the board of Vionx a vanadium-flow battery company. At least he didnt bought this micro cap by accident"
X Link 2025-01-22T19:36Z [---] followers, [---] engagements

"$HUMA Why We Deem a Fresenius/Humacyte Buyout Unlikely We expect a Humacyte buyout to occur after dialysis access clarity within a 1-3 year timeframe. The expected price range is $4-7 billion in equity value fully diluted. Key considerations: - Humacytes structure / Luna200 - Fresenius financial capacity & CFIUS constraints - Buyer universe & market outlook 1/4"
X Link 2025-03-16T12:38Z [---] followers, [----] engagements

"$HUMA Humacytes Structure / Luna200 Luna200 is Humacytes proprietary (and only) production system. Whether the ATEV is used for trauma or AV access it is always derived from Luna200 with Humacyte Inc. holding the patents. You either buy the company as a whole or you dont buy it at all. We consider the probability of a breakup scenario to be zero to non-existent. Humacyte owns a unique first-of-its-kind technology and the risk of IP dilution far outweighs any potential value crystallization from a sum-of-the-parts (SOTP) approach. 2/4"
X Link 2025-03-16T12:38Z [---] followers, [---] engagements

"$HUMA Why a Fresenius Buyout Is Unrealistic (Cash & CFIUS) Short answer: They are German. Fresenius Medical Care (FMC) could make the economics work. Even at a $4-7 billion price tag they would need a 20% dilution (at the lower end including their $1.5 billion cash on hand). This level of dilution is significant but not unheard of. The real issue: They will not get past CFIUS (Committee on Foreign Investment in the U.S.) nor any other regulatory clearance. We believe a Defense Department contract is a matter of when not if. Acquiring Humacyte means acquiring a direct contractor to the DoDa"
X Link 2025-03-16T12:38Z [---] followers, [---] engagements

"$HUMA Buyer Universe & Market Outlook We expect a buyout to occur within 1-3 years once AV access visibility is established. A foreign buyer is off the table for the reasons stated above. However there are numerous (double-digit) strategic investors who could be potential buyers for Humacyte. The same applies to large buyout funds with defense sector and government experience. Were happy to follow up in the coming weeks with a more detailed list. As stated: For us its a question of when not if. 4/4"
X Link 2025-03-16T12:38Z [---] followers, [---] engagements

"$HUMA - Not sure weve ever seen worse timing for an offeringnot just in terms of week or month but the single worst day Humacyte management could have chosen. Well follow up if we find a worse precedent. $HUMA nice timing Humacyte announces common stock offering no amount given Humacyte announced that it has commenced an underwritten public offering of its common stock. All of the shares are being offered by Humacyte. Humacyte intends to use the net proceeds that it will receive $HUMA nice timing Humacyte announces common stock offering no amount given Humacyte announced that it has commenced"
X Link 2025-03-25T20:26Z [---] followers, 13K engagements

"@8888TLD @charlie_twits Interesting - Is the info from reporting or the company Something broke the past days and they had to act quickly apparently"
X Link 2025-03-27T07:28Z [---] followers, [---] engagements

"$HUMA - Humacyte Dialysis CLN-PRO-V007 The overall trial showed superiority of ATEV over AVF with relatively low infection rates though the performance of ATEV in high-risk patients remains uncertain. Results: A total of [---] high-risk patients with ESKD were included (56 ATEV [--] AVF) out of [---] patients enrolled. Functional patency at [--] months and secondary patency at [--] months were signi cantly higher in ATEV recipients (78.9% and 68.4% respectively) compared with AVF (47.6% and 42.9% respectively) (global P value P .0083). Duration of access usability over the rst year trended higher in the"
X Link 2025-06-02T14:40Z [---] followers, [----] engagements

"$HUMA - Music to our ears: Humacyte prime US biotech off-the-shelf implantable regenerative human tissue - FDA approved. Tested in Ukraine war. Defense Department highly interested. High superiority to synthetic treatment. Needs now: - ECAT (Defense Department) listing - NTAP / CMS listing Ticks all boxes. When you ask us Robert. The mission toMake America Healthy Again (MAHA)includesMABAMake American Biotech Accelerate. President Trump showed in his first term what happens when youunlock American science breakthroughs happen fast. Now were going to do it again. We know the power of U.S. The"
X Link 2025-06-22T22:18Z [---] followers, [----] engagements

"$HUMA - Internationalization on the agenda Humacyte is seeking a new senior director (sterility / quality control). So far so good. The interesting part is that the person needs to be familiar with: EU regulations and specifically: regulatory inspections (incl. European Medical Agency) and "global regulatory submissions". Will be interesting to see what Humacyte will announce on this front in the nearer future"
X Link 2025-07-03T17:50Z [---] followers, [----] engagements

"$ABVX - We looked into Abivax c. 2-3 years ago and got frustrated with the really really erratic and borderline incompetent management - kept a small position anyhow. This evening company releases blow out clinical results - really happy for all who were even more patient than us. This will be a massive upside move. But watch out () cash runway very slim; company might dilute shortly thereafter $ABVX 16.4% clinical remission delta. Black swan level upside incoming. $ABVX 16.4% clinical remission delta. Black swan level upside incoming"
X Link 2025-07-22T21:02Z [---] followers, [----] engagements

"$ABVX - Abivax After Hours / OTC trading in Europe at c EUR [--] (+160%) This will be an interesting ride once retail piles in after opening tomorrow Watch out for dilution ()"
X Link 2025-07-22T21:11Z [---] followers, [---] engagements

"$ABVX - Abivax resumes trading at ATH (up 500%) - Lets wait for Paris opening tomorrow how this plays out. Level is above ATH when management indicated to test if ABX464 could heal COVID back in the days. Just for reference"
X Link 2025-07-22T22:35Z [---] followers, [---] engagements

"$HUMA - Big catalyst for Humacyte Following Symvess inclusion on the Department of Defense ECAT system the next potential catalyst for Humacyte this year is the NTAP (New Technology Add-On Payment) decision from CMS. Historically CMS has announced NTAP decisions on [--] August before the US market opens. We estimate a 50% chance of Humacyte receiving NTAP approval. CMS raised a couple of questions and concerns but the outcome remains uncertain. If approved this could be a major catalyst for the stock tomorrow"
X Link 2025-07-31T11:30Z [---] followers, [----] engagements

"@charlie_twits Never found an exact time just that its before market opening"
X Link 2025-07-31T20:53Z [---] followers, [---] engagements

"@A_May_MD With required regulatory approvals highly unlikely a deal would still close this year; pharma will fall under critical sector / national security review (not sure about French equivalent) - wouldnt be too concerned about timing focus on hopes for a richie rich buyout ;) $abvx"
X Link 2025-09-05T19:26Z [---] followers, [---] engagements

"@semodough Very compelling list but missing one of the most imminent (+big ticket) candidates: Abivax ($ABVX) - is the list just US-based Cos"
X Link 2025-09-07T19:54Z [---] followers, [---] engagements

"$HUMA - Humacytes management and in particular its financial communication reminds of Abivax 2-3 years ago: erratic unpredictable inconsistent (cash runway throughout the end of 2026). Abivax addressed this by replacing the CEO and parts of the management team - A similar approach would be advisable here before more damage is being made"
X Link 2025-10-07T16:40Z [---] followers, [----] engagements

"@TESLAcharts This degree of obvious fraud and blatant lies is just astonishing. When Tesla ends a few media comps bank analysts need to explain or go to jail (cc: @MorganStanley)"
X Link 2020-09-15T07:30Z [---] followers, [--] engagements

"@AIMhonesty @UBS Interesting to read a long idea from your side. Not sure about online share of $SFER but looking at the German market I am on the skeptical side. Most brick and mortar chains are struggling here (Gerry Weber Esprit Adler Tom Tailor etc) when not really strong in e-commerce"
X Link 2022-01-12T15:14Z [---] followers, [--] engagements

"$HUMA - We could hear the word Defense every day when it comes to Humacyte. Humacyte recently hosted a tour at our headquarters for the National Defense University team members in collaboration with the @ncbiotech . Thank you to all who participated in the planning and completing this event The tour was filled with interactive activities including a https://t.co/peLQG6TSN9 Humacyte recently hosted a tour at our headquarters for the National Defense University team members in collaboration with the @ncbiotech . Thank you to all who participated in the planning and completing this event The"
X Link 2025-02-21T16:20Z [---] followers, [----] engagements

"$HUMA - Reorganisation + New Hires Humacyte appears to be making progress in its reorganization. Based on public sources we estimate that over [----] FTEs have been let go to date. In parallel Humacyte strikes high quality hires including individuals with strong credentials and experience at reputable organizations (Pfizer Novartis HHS) signal that Humacyte keeps executing continues to attract high-caliber personnel and moved on the industrys radar. Some examples below: https://twitter.com/i/web/status/1946654748997832709 https://twitter.com/i/web/status/1946654748997832709"
X Link 2025-07-19T19:33Z [---] followers, [----] engagements

"$HUMA - Seems Humacytes numbers need a good voice over when releasing just right before the call - Helmet strapped tight"
X Link 2025-11-12T12:02Z [---] followers, [---] engagements

"$SLS - SELLAS Life Sciences REGAL Study due - Binary event Threw a few chips on Sellas which is due to announce results of its Phase [--] REGAL trial (cancer vaccine testing whether patients with acute leukemia live longer after remission) - results expected by end of [----]. Very low market cap ( c. USD 200m) - classic binary event (love): either 70-80% downside or a 4-5x upside from todays levels"
X Link 2025-11-26T10:01Z [---] followers, [----] engagements

"$SLS - Interesting volume movement in SELLAS Life Sciences big blocks going through. Outcome of Regal trial can come this month but review of data can easily take into January/February - the 80th death is a protocol milestone not a clinical outcome. And folks on Fintwit should bear in mind: This is not a fictive event a real person dies. With family friends potentially children - lets dont forget even if we share the enthusiasm for a treatment improvement for future patients. And: We expect a widely binary outcome. Sellas going down easily by 70-80% in negative trial outcome with significant"
X Link 2025-12-04T16:56Z [---] followers, [----] engagements

"$ABVX - (1/3) Well JPM doesnt even do analyst coverage on Abivax Ever wondered why Piper Leerink or Bryan did the cap raise Because theyve covered Abivax for years -thats how this works Ever wondered why Barclays suddenly felt the urge to initiate coverage in October $ABVX raised $700M in July and didnt use JP Morgan. If youre searching for a likely reason ABVX Is not presenting at JPM26 see above. $ABVX raised $700M in July and didnt use JP Morgan. If youre searching for a likely reason ABVX Is not presenting at JPM26 see above"
X Link 2025-12-10T17:58Z [---] followers, [----] engagements

"$ABVX - (2/3) When Abivax buyout comes well see a surprising advisor team of 1-2 small firms and 1-2 BBs (Barclays MS and wouldnt be surprised if we see JPM again) The rest will get league-table credit e.g. via a fairness opinion or shareholder-level advice (Sofinnova)"
X Link 2025-12-10T17:58Z [---] followers, [---] engagements

"$ABVX - (3/3) Non appearance on JPM conference(which Abivax has been participating since years) is pretty obvious because something is cooking and Marc de Gradiel / Mgmt team doesnt want to be put on the spot / to slip"
X Link 2025-12-10T17:58Z [---] followers, [---] engagements

"$ABVX - Not sure its wise for people to apparently size Abivax positions based on a buyout (USD 1015bn) happening Friday Monday or later"
X Link 2025-12-12T19:41Z [---] followers, [----] engagements

"$ABVX - Garidel went to Corvidia: Sold it to Novo Nordisk for USD 2.1bn went to CinCor: Sold it AstraZeneca for USD 1.8bn - Now he is working on this master piece: Abivax. https://www.cnbc.com/video/2025/12/16/abivax-ceo-we-are-looking-for-new-partners-in-key-markets.html https://www.cnbc.com/video/2025/12/16/abivax-ceo-we-are-looking-for-new-partners-in-key-markets.html"
X Link 2025-12-18T08:06Z [---] followers, [----] engagements

"$ABVX - Whats odd (concerning) about the Abivax / Eli Lilly situation - Long thread We read the La Lettre article on $LLY officials (apparently) meeting French regulatory authorities and take this for granted for the moment. We however dont jump on the hype train. We actually find the proceedings rather concerning than encouraging and view this as a signal that something may be going sideways for Eli Lilly - and very unfortunately potentially for other foreign bidders. Antitrust approvals are common condition precedent to closing an M&A transaction / takeover. In textbook: you sign /submit an"
X Link 2025-12-22T22:07Z [---] followers, 20.9K engagements

"$SLS - Sellas position up 70% in the meantime; will likely trim the position a little before Christmas break High caution is advised this is a highly () binary situation- REGAL/SLS009 is make-or-break for Sellas for foreseeable future - Not much left in the pipeline thereafter $SLS - SELLAS Life Sciences REGAL Study due - Binary event Threw a few chips on Sellas which is due to announce results of its Phase [--] REGAL trial (cancer vaccine testing whether patients with acute leukemia live longer after remission) - results expected by end of [----]. $SLS - SELLAS Life Sciences REGAL Study due -"
X Link 2025-12-23T10:27Z [---] followers, [---] engagements

"$ABVX - FDI approval for a US Co acquiring Abivax outright will be a walk in the park no doubt Trump: I spoke to a very good man Macron of France. Then I said Emmanuel you have to raise your drug prices. He said no no no. I said you have to. If you dont do it Im going to put a [--] percent tariff on everything France sells into the United States of America. https://t.co/P0lwLQTtM2 Trump: I spoke to a very good man Macron of France. Then I said Emmanuel you have to raise your drug prices. He said no no no. I said you have to. If you dont do it Im going to put a [--] percent tariff on everything"
X Link 2025-12-23T20:33Z [---] followers, [----] engagements

"$SLS - Sellas Trial Update We are up 100% on this position and will keep it untouched following todays trial update - Just [--] events occurred until year end (expected: 80). We will await the final trial analysis but this could develop to a blowout in [----] if results are sustained; quote below: "We appreciate the continued dedication of the patients families and investigators participating in the pivotal Phase [--] REGAL trial where survival times fortunately for patients and caregivers appear longer than expected While the 80th event has not yet occurred and we remain fully blinded every passing"
X Link 2025-12-29T20:06Z [---] followers, [----] engagements

"$ABVX - This part of the Ventyx/ $VTYX pipeline which Eli Lilly acquires now looks somehow familiar but cant put a finger on it"
X Link 2026-01-06T21:49Z [---] followers, 18.1K engagements

"@JM4007584235 On Sellas would be less concerned about the mixed it would surprise if BAT outperforms out of a sudden (with [--] events margin) - would be more concerned about noise in the GPS data"
X Link 2026-01-11T18:48Z [---] followers, [--] engagements

"$ABVX Just checking - Abivax still on track for the guaranteed $250300 buyout (minimum) Eli Lilly ink already dry (just very secret) And all definitely before JPM right - as promised by the pushers which talked many Fintwits in here (just check for the names yourself)"
X Link 2026-01-05T15:13Z [---] followers, 13.2K engagements

"$ABVX - Condolences again to the Fintwits who were talked into Abivax at USD 140+. No USD 10bn buyouts dont happen in a few days because some CEO gives a thumbs-up or thumbs-down - thats simply clueless. And no contracts are not signed in secret and companies dont just fail to disclose them. Sooner or later () Abivax will be acquired - but patience will be required. $ABVX Just checking - Abivax still on track for the guaranteed $250300 buyout (minimum) Eli Lilly ink already dry (just very secret) And all definitely before JPM right - as promised by the pushers which talked many Fintwits in"
X Link 2026-01-08T16:02Z [---] followers, [----] engagements

"$ABVX - Did Sofinnova call the top for Abivax in short- to medium term + Earliest buyout timeline Yes Sofinnova likely called the top for Abivax for the foreseeable future. They participated in the capital increase in November somewhere below the EUR [---] mark and subsequently sold down between c EUR [---] and [---]. With more than 7% still held they retain a comfortable cushion and a strategic position for any potential takeover discussions. Is it likely that Sofinnova sold because some investment manager simply put his thumb in the air No. LPs would be pretty unhappy if Sofinnova sold now to"
X Link 2026-01-15T19:03Z [---] followers, [----] engagements

"$SLS - Sellas investors starting into [----] like: Be reminded: this is highly binary. The hurdles for oncology trials are high statistical significance is key trend-only = failure. Wait for the final analysis. Long way until REGAL/SLS009 can be considered a success Meantime:"
X Link 2026-01-05T23:50Z [---] followers, [----] engagements

"$SLS - SELLAS Life Sciences investors looking into their portfolio a day later like: $SLS - Sellas investors starting into [----] like: Be reminded: this is highly binary. The hurdles for oncology trials are high statistical significance is key trend-only = failure. Wait for the final analysis. Long way until REGAL/SLS009 can be considered a success Meantime: https://t.co/DUhkPm65hj $SLS - Sellas investors starting into [----] like: Be reminded: this is highly binary. The hurdles for oncology trials are high statistical significance is key trend-only = failure. Wait for the final analysis. Long"
X Link 2026-01-06T22:25Z [---] followers, [----] engagements

"$SLS - Can someone please take Angelos social media access until Sellas publishes their trial results Dude talks about noise and creates most himself. Calm down and act like an adult. When REGAL/SLS009 hits you are not in retail world anymore Not fit for purpose. Headless"
X Link 2026-01-10T12:03Z [---] followers, [----] engagements

"$ABVX - We were reliably told across Abivax FinTwit that a deal has been signed already - Close France down immediately until we know whats going here Frances Finance Ministry says it has had no contact with Eli Lilly on Abivax and has not received any foreign investment screening request related to $ABVX per Bloomberg. https://t.co/L7chdjQvkn Frances Finance Ministry says it has had no contact with Eli Lilly on Abivax and has not received any foreign investment screening request related to $ABVX per Bloomberg. https://t.co/L7chdjQvkn"
X Link 2026-01-12T15:33Z [---] followers, [----] engagements

"$ABVX - Well on Abivax - It doesnt get more blunt than hearing it straight from the horses mouth. "The first step before engaging the government on this foreign direct investment regulation there must be a step number one: a public transaction communicated between the acquirer and the acquiree. That has not happened" Garidel said. "Therefore the idea that (we) would have discussed in France the acquisition of Abivax cannot be real because it would have required again a formal announcement of both companies about the transaction.""
X Link 2026-01-20T13:09Z [---] followers, [---] engagements

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