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@DwightS2025 Dwight Shrewd
A patent battle between $ASND and $BMRN has been won by $ASND in Europe. This development has significant implications and potential read-throughs for $ASND. There are also speculations about a potential partnership or acquisition between $ASND and $NVO.
Engagements: XXX #
- X Week XXXXX +118%
- X Month XXXXXX +7.80%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX +35%
Followers: XXX #
- X Week XXX +11%
- X Month XXX +43%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX%
Social topic influence $asnd #2, $legn #9, $jnj #55, $aclx #7, target 6.9%, $nvo #107, $alny 6.9%, $argx 6.9%, $5b 6.9%, $rytm XXXX%
Top accounts mentioned or mentioned by @seedy19tron @tallnfat @bb_leakers @joserestonva @aafree @bionavgator @aaronrosenblum5 @ldbioinv @elianep20649450 @tradeitbetit
Top assets mentioned Johnson & Johnson (JNJ) Arcellx, Inc. Common Stock (ACLX) Novo-Nordisk (NVO) Alnylam Pharmaceuticals, Inc. (ALNY) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Amgen, Inc. (AMGN) Gilead Sciences, Inc. (GILD) Insmed, Inc. (INSM) Synthetify (SNY)
Top Social Posts
Top posts by engagements in the last XX hours
"$ASND well they sure were next in the cue for FDA but not the PR we hoped for. Sure sounds to me even more benign than $RYTM extension. Label and manufacturing fully cleared. Think approval inside a month. Given CRL fears I bet stock trades up tmrw. Prob of approval went up"
X Link 2025-11-26T02:40Z XXX followers, XXX engagements
"$ACLX $LEGN I am hearing per terms of the $JNJ collaboration $LEGN gets half the economics on this KLN asset given the target and JNJ/KLN collab. Based on the stock move I would say this is mostly unknown about $LEGN. Probably should be up"
X Link 2025-11-24T18:08Z XXX followers, XXX engagements
"This is super interesting actually. So starting next Q $JNJ has to write a check to $LEGN each Q and dilute their EPS and now also has to pay XX% on KLN future Revs. With no standstill in place why wouldnt $JNJ just NPV this and put a low ball bid of $XX in front of holders"
X Link 2025-11-24T19:03Z XXX followers, XXX engagements
"$LEGN has 11m shares short at 5-yr valuation lows ahead of what is likely a very positive ASH meeting this weekend. Flipping profitable next Q with world leading MM partner $JNJ as a backstop. Pretty interesting setup especially if they list on HK and trigger buying"
X Link 2025-12-05T16:35Z XXX followers, XXX engagements
"$AMGN open comments on rare disease Biz Dev and how happy they were with HZNP sure sound like they are gearing up for another Rare acq. Given they went for big Revs and cash flow last time $ASND would make a ton of sense to layer on the HZNP biz. More than just $NVO at table"
X Link 2025-12-04T14:46Z XXX followers, XXX engagements
"I like the setup for $LEGN into ASH. Think $ACLX will disappoint and still refuse to disclose their KM curves. And $LEGN / $JNJ Cartitude data showing lines of therapy comparable to Imagine X will meaningfully raise the bar on efficacy - $LEGN PFS should rise to mid 40s"
X Link 2025-12-04T16:48Z XXX followers, XXX engagements
"Big PFS of XXXX months from $LEGN at ash in X prior lines of therapy pts (apples to apples with $ACLX Imagine 1). Bar has been raised and Im skeptical $ACLX and $GILD will come even close to this. Years behind and very marginal safety benefit in mkt driven by efficacy"
X Link 2025-12-07T01:21Z XXX followers, XXX engagements
"And when you look at peak potential vs valuation $ASND by far the most attractive. Would think this is how BP is looking at group"
X Link 2025-12-05T20:34Z XXX followers, XXX engagements
"@tallnfat Silver lining of not getting respect like $INSM $ALNY $ARGX is those are too rich to be acquired. For every BP who missed those I imagine they dont want to miss $ASND"
X Link 2025-12-05T20:38Z XXX followers, XXX engagements
"@Bionavgator @seedy19tron @AaronRosenblum5 Exactly. $ASND stands alone at $12b with $5b sales by 2030 and $6-8b potential. Every other promising co with that trajectory has re rated to the point of zero ROIV for BP. This mgmt discount affords the opportunity for everyone"
X Link 2025-12-07T01:25Z XXX followers, XXX engagements
"$ASND now profitable with an EPS ramp to $XX by 2030 based on stated target of $5B do they become the next $ARGX or $ALNY or do they get consolidated by $NVO or $SNY Either way is a healthy return from here but at least would be no more conference calls 😂"
X Link 2025-11-14T16:14Z XXX followers, XXX engagements
"$ASND this visual from MS - jumps off the page of profitable bios for highest growth high diversification"
X Link 2025-12-05T20:31Z XXX followers, XXX engagements
"@ldbioinv Its incredible they get a free pass from sell side. Most promotional team ever so refusing to disclose just tells you they are terrible relative to $LEGN"
X Link 2025-12-08T00:49Z XXX followers, XXX engagements