@FeldtInvesting Avatar @FeldtInvesting Secular Investor

Secular Investor posts on X about $mreo, $nktr, $rare, $snti the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 99% stocks 13% cryptocurrencies 8% countries 5% financial services #2332 social networks 2% technology brands 2% travel destinations 1% vc firms 1%

Social topic influence $mreo #3, $nktr 11%, $rare 8%, $snti 7%, short interest #6, $swtx 4%, what is 3%, $hrow 3%, $kura 3%, target 3%

Top accounts mentioned or mentioned by @sleepydragon01 @maxafns @elmonogran42994 @westieofwallst @tedkaridis @jamesfloweriii @fortunoaurelar @stephanklingel1 @dball435 @ej23ny @arcellx @rami @biologic @danbrickner2 @nhl @dallasstars @liteupthedark1 @timecaptales @psaibuhr @bananaoncology

Top assets mentioned SuperRare (RARE) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Regeneron Pharmaceuticals Inc (REGN) Abivax SA (ABVX) Tarsus Pharmaceuticals, Inc. (TARS) Arcutis Biotherapeutics, Inc. (ARQT) Novo-Nordisk (NVO) Reata Pharmaceuticals, Inc. Class A Common Stock (RETA) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Nuvation Bio Inc. (NUVB) Kyverna Therapeutics, Inc. (KYTX) Intellia Therapeutics, Inc (NTLA) BlackRock Inc (BLK) Goldman Sachs (GS) Eli Lilly and Company (LLY) Jefferies Financial Group Inc. (JEF) Soleno Therapeutics, Inc. Common Stock (SLNO)

Top Social Posts

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

"$TLX What is going on with australian biotech sector Telix just continues to push lower. Earnings are in a week and well hopefully learn more about why the pixclara resubmission still hasnt been submitted. Will there be any updates on the SEC subpoena How is the gozellix ramp progressing and what is the current demand for illuccix The current valuation suggests something isnt right. However the broader Australian biotech sector has been in a slump for some time. Pharma giant CSL Limited reported very poor results yesterday and CEO resigned on the eve of results. Interestingly CSL and Telix"
X Link 2026-02-11T12:09Z [---] followers, [---] engagements

"Current top [--] holdings. $HROW $CRVS (new) $KURA $NKTR $MDGL $MREO $NKTR $KALA $REGN $ABVX Sold $TARS $ARQT $NUVB"
X Link 2025-12-10T15:51Z [---] followers, [----] engagements

"Initiated (again) positions for $KYTX $KURA $CLPT"
X Link 2026-01-05T20:24Z [---] followers, [---] engagements

"$XERS Added [----] now a TOP [--] position. Close to $300m revenue [----] profitable. Target $10 this year"
X Link 2026-01-13T15:24Z [---] followers, [---] engagements

"Short interest of both $RARE and $MREO at ATH. (published today)"
X Link 2026-02-12T15:35Z [---] followers, [----] engagements

"$MREO As of February the Director of Clinical Operations doesnt seem to work for Mereo anymore. Downsizing and outsourcing clinical execution has begun. It prob also suggests Alve partner will take full control of Ph3. This is now a single-asset company"
X Link 2026-02-09T12:14Z [---] followers, [----] engagements

"$NTLA Large tutes (owning 5% of the company) keep increasing ownership. State street almost doubled position ARK added 20% now owning 12% of the company and Vanguard added 27% now owning more than 10%"
X Link 2026-02-09T17:51Z [---] followers, [---] engagements

"$ABVX Short interest on the rise"
X Link 2026-02-15T13:15Z [---] followers, [----] engagements

"$XERS Added a bit more for $7.44"
X Link 2026-01-23T21:02Z [---] followers, [---] engagements

"Eager to see what Blackrock and MS have done. Let alone the most recent whales Goldman Sachs and Contrarius"
X Link 2026-02-09T17:56Z [---] followers, [---] engagements

"$NUTX What is going on here Short report to be published (again) Strange sp behavior"
X Link 2026-02-10T16:35Z [---] followers, [---] engagements

"Re-entered $KURA. Willing to add a lot if it touches $8.50 next week"
X Link 2026-01-23T16:49Z [---] followers, [---] engagements

"@sleepydragon01 10% Nasdaq/Euronext Paris = 124.99/125.96$. And with borrow cost and fees I dont think that story holds"
X Link 2026-02-15T21:17Z [---] followers, [---] engagements

"@Biolo_gic Nice reminder And given the last years $IBRXs IL-15 approval (NMIBC) its likely the class works. NKTR-255 takes it a step further in cell-therapy combos"
X Link 2025-11-05T16:07Z [---] followers, [---] engagements

"$NKTR Funny little detail: Howard Robin the CEO before joining Nektar in [----] led Sirna Therapeutics a clinical stage biotech pioneering RNAi based therapies for serious conditions including asthma. Robin successfully re-launched Sirna which led to its acquisition by Merck for $1.1B. I bet Mr. Robin has a soft spot for relaunches and asthma drugs and wouldnt mind doing it again. $NKTR We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in"
X Link 2025-11-06T21:36Z [---] followers, [----] engagements

"$MREO Itll soon be four years since the Ph2 results of alve were announced. Let us add one more encouraging comment to the sad list below. The Company continues to be actively engaged with multiple potential partners regarding development and commercialization of alvelestat. $MREO Alvelestat Ph2 topline results were announced almost [---] years ago. Comms agencies have been under pressure to discover new phrasings to keep investors hopeful. No-one asked but heres the its gonna happen statements throughout the years. Mar [--] [----] - FY [----] $MREO Alvelestat Ph2 topline results were announced"
X Link 2025-11-10T21:44Z [---] followers, [----] engagements

"@DanBrickner2 @TedKaridis Full takeover might add unnecessary baggage. They might just buy the remaining economic rights of setrusumab"
X Link 2025-11-12T12:47Z [---] followers, [--] engagements

"Even for 50/50 (which is my evaluation as well) $NKTR is a strong buy. With significant regrowth but no clear superiority sp = +50%. Let alone if responses are strong (+100%-200%). And in the case of not hitting endpoints I dont see sp dropping more than 25%. Quick math : a good investment if the likelihood of success is more that 20%"
X Link 2025-11-13T20:57Z [---] followers, [---] engagements

"Jefferies initiated a position in $NKTR during Q3 acquiring 303k shares valued at $17M"
X Link 2025-11-13T21:34Z [---] followers, [----] engagements

"@NHL @DallasStars Finnish mafia 💚"
X Link 2025-11-14T08:21Z [---] followers, [---] engagements

"@liteupthedark1 @JamesFlowerIII @TedKaridis Tbf although $MREO has been realistic in terms of interim outlooks $RARE has been selling those pretty hard. Emil feels like the type of guy who over-sells and under-delivers"
X Link 2025-11-15T14:53Z [---] followers, [---] engagements

"$NKTR The last time Farallon Capital Management owned Nektar was back in [----] and it seems the wounds have healed. Their latest 13F shows they initiated a new position with 791k shares representing ab. 4% of the company"
X Link 2025-11-18T21:11Z [---] followers, [----] engagements

"@timecaptales Finland FTW 🤟🏻"
X Link 2025-11-19T13:23Z [---] followers, [---] engagements

"@psaibuhr @Banana_Oncology Yeah betting the farm on binaries is rarely a wise strategy unless one happens to possess mystical knowledge unavailable to senior hedge fund analysts"
X Link 2025-11-22T18:56Z [---] followers, [--] engagements

"$NVO $20B drop"
X Link 2025-11-24T11:45Z [---] followers, [---] engagements

"$MREO Mereo just hired a VP of Quality. Respectable track record: [--] years at $LLY and [--] years at $NVO where she headed quality functions in the UK/IE/Nordics and now chairs one of the RPS panels. Likely being brought in to ensure mreo is ready for scale-up regulatory inspections and the eu launch of setrusumab"
X Link 2025-11-24T15:56Z [---] followers, [----] engagements

"Well yesterday Jefferies estimated a 35/65 PoS and a worst case downside of 1030%. And yet their $NKTR conclusion stated significant upside potential versus limited downside (with upside of up to 2x after readout). PT of $121 was set and good to remember position of 330k shares has been initiated through Jefferies Financial Group Inc. Value estimates are positive"
X Link 2025-11-25T12:04Z [---] followers, [----] engagements

"$SNTI will present updated clinical Ph1 results of its lead cell-therapy candidate SENTI202 (an off-the-shelf logicgated CAR-NK ther targeting CD33/FLT3 in relapsed/refractory AML) at ASH in two weeks. Huge catalyst"
X Link 2025-11-25T13:34Z [---] followers, [---] engagements

"$MREO I was about to reply to that article but didnt bother. Asteroid study is clearly mischaracterized and I dont think she understood the 67% fracture in Orbit. Data was not suspicious at all but indeed it didnt have a control arm which makes interpretations cautious. And afaik sclerostin inhibition IS plausible and has shown fracture risk reductions in osteoporosis (romosozumab). And one should mention that setru has FDA breakthrough des. EMA prime and orphan designation and those are reserved with ones that do have plausible early evidence. Last although interims didnt prove succesful"
X Link 2025-11-25T15:37Z [---] followers, [---] engagements

"@Heatlamp11 @joepickens2007 $MREO I have no doubt that setrusumab works. It comes all down to whether the study is powered correctly. After this saga is finished I promise myself not to get involved with RWD ever again"
X Link 2025-11-25T20:19Z [---] followers, [---] engagements

"$MREO Short interest continues to trend downward"
X Link 2025-11-26T15:54Z [---] followers, [---] engagements

"$HROW $CABA $NKTR $ARDX $SLNO My current Top [--] positions. Sold quite a bit so now checking new entries. XBI is going berserk some correction should be on the horizon soon"
X Link 2025-11-28T15:16Z [---] followers, [----] engagements

"@aggregategains Maybe. I will also add to my $REGN soon sold half but now doubting that decision"
X Link 2025-11-29T05:16Z [---] followers, [--] engagements

"@lindendoss @btcbabey @tradingsssss Where did you get those percentages"
X Link 2025-11-30T09:49Z [---] followers, [---] engagements

"Well in a 10-20 year window there is some correlation but I would never invest in any asset class solely because it has underperformed in past years. It also has to be said that about five years ago valuation metrics esp for small-cap bios were reset due to broken fundamentals. Some catch-up growth is prob to be expected but IMO were close to being at healthy levels. That said I still have a few clinical-stage bios in my portfolio and am always scanning for opportunities"
X Link 2025-12-01T11:27Z [---] followers, [--] engagements

"Slowly increasing $MREO position with these dips under $1.8"
X Link 2025-12-01T16:03Z [---] followers, [----] engagements

"$MREO This was the atmosphere almost [---] years ago. Three programs nearing Ph3 and a widely anticipated Alvelestat partnership which at the time seemed commercially and strategically well-aligned. What on earth has happened past years With activist representation on the board youd assume every effort has been made to secure a partnership. So are the offers really that poor And if they are what does that imply about the assets perceived value or competitive positioning Now with a pivotal readout that could essentially determine the companys future right around the corner youd think this would"
X Link 2025-12-02T13:57Z [---] followers, [----] engagements

"$MREO It looks like one of the updates primary completion date was verified as 2025-10-20 which probably means the last patient visit (bit peculiar the earlier record showed 2026-03). Theyll now lock the database verify the records and begin analyzing the primary endpoint. Topline likely in early Jan. I do wonder if someone wants to take a little peek beforehand"
X Link 2025-12-02T18:12Z [---] followers, [---] engagements

"$MREO Nothing has been cleaned up maybe delayed at best. Navicixizumab was already partnered back then and Mereo has said for years that alve negotiations are ongoing. Their business model is based on acquiring assets partnering for clinical studies and maintaining strict financial discipline. This is fine but one really shouldnt put all their eggs in one basker. Purposefully delaying alve partnership is a risk and im not sure if it is worth taking especially if it id only an asset deal and not a conditional BO. Maybe it is and they want to turn into a roaylty machine but Mereo has never"
X Link 2025-12-03T08:36Z [---] followers, [---] engagements

"@fortunoaurelar $MREO Tough bundle. If Ph3 is succesful its either $RARE buying the EU rights a full-blown buyout or Mereo building a sales force. Id put the probabilities at 45/25/30"
X Link 2025-12-03T12:59Z [---] followers, [---] engagements

"$HROW Should keep climbing in the weeks ahead. Largest postion and a rare safe haven in this biotech turbulence"
X Link 2025-12-03T16:33Z [---] followers, [----] engagements

"$MREO The jump has nothing to do with the record update from [--] days ago"
X Link 2025-12-03T18:11Z [---] followers, [---] engagements

"$MREO Largest daily volume since IA2. Even without the one 3M+ share trade"
X Link 2025-12-03T18:28Z [---] followers, [----] engagements

"$SNTI Oral pres at Ash today in couple of hours with the updated results from the r/r AML"
X Link 2025-12-08T20:34Z [---] followers, [---] engagements

"$SNTI Link to the ASH presentation. ORR 50% and CR/CRh 39%. Interestingly 100% of CRs were MRD negative. And remember these patients were heavily pretreated 100% had prior chemotherapy and 93% were VEN exposed (at the higher dose level). For this particular group it is already fair to say Senti-202 shows strong potential. Anything beyond that would be a bonus. Lets listen to the conference call should air soon https://www.sentibio.com/wp-content/uploads/2025/12/Oral_Presentation_ASH-2025_Clinical-Data.pdf"
X Link 2025-12-09T11:45Z [---] followers, [---] engagements

"$SNTI In the heavily pretreated VEN-exposed patient group there really is not much competition. MGNX flotetuzumab is one of the very few meaningful alternatives but its safety profile is much worse. This new MOA with Senti-202 could offer an extremely interesting treatment option for patients with a serious unmet need. The US and Europe have about 40k new AML patients per year. Around 79% receive VEN + AZA and approximately 40-45% of those relapse. Below is a link to a recent study showing that in a post-VEN failure series only 31% of patients were able to receive any salvage therapy at all"
X Link 2025-12-09T12:35Z [---] followers, [---] engagements

"$SNTI Conf call and webcast of the results in few minutes. https://event.choruscall.com/mediaframe/webcast.htmlwebcastid=Mtv2qSRS https://event.choruscall.com/mediaframe/webcast.htmlwebcastid=Mtv2qSRS"
X Link 2025-12-09T12:57Z [---] followers, [---] engagements

"$SNTI From the conference call a good reminder about the multibillion opportunity"
X Link 2025-12-09T14:17Z [---] followers, [----] engagements

"$SNTI Small cautious add $1.98"
X Link 2025-12-09T16:57Z [---] followers, [---] engagements

"$RARE $MREO Ultragenyx short interest continues to rise and has reached an all-time high. Be careful this company has never truly impressed and is largely overshadowed by the charismatic CEO. Deep dilutions a significant burn rate failing basic pre-approval inspections poor anonymous employee ratings and a greater reliance on Setrusumabs success than the company conveys to investors. https://twitter.com/i/web/status/1998722769295475096 https://twitter.com/i/web/status/1998722769295475096"
X Link 2025-12-10T11:53Z [---] followers, [----] engagements

"I believe Setrusumab definitely works especially improving QoL but I estimate the fracture-rate Ph3 has roughly a 75/25 PoS. These real world outcomes are never a sure bet. Ive been skeptical about Ultragenyx for a long time. Ive held $MREO for two years and it is safe to say it has been a pain. My average is still under $2 and Ive made only small gains by selling when the price was slightly higher but this hasnt really paid off. After the Ph3 results are announced neither MREO nor RARE will remain on my watchlist. https://twitter.com/i/web/status/1998774318902157571"
X Link 2025-12-10T15:18Z [---] followers, [---] engagements

"$NKTR There is room for a monster collaboration with some big pharma here if not being too greedy. Pharma X assumes full responsibility for Ph3 execution for both AD and AA (cost ab. $500M across both ind) regulatory strategy and manufacturing scale-up. NKTR becomes a non operating partner for the asset gathering payments (for ex $100M upfront and $1B in back-ended milestones) and mid teens to low 20s royalties after approvals. For this big pharma this would be mitigating a lot of risks. It limits upfront capital puts execution risk under pharma control maybe preserves a potential BO option"
X Link 2025-12-16T18:31Z [---] followers, [----] engagements

"@StephanKlingel1 Well prob three different reasons (or not). Random cause like streamlining homepage heightened uncertainty/deprioritizing asset or a partner wants control over future messaging. No-one is really expecting anymore an imminent deal and all eyes are on setrusumab"
X Link 2025-12-20T14:52Z [---] followers, [---] engagements

"$MREO Were very close to the most important event in the companys life cycle. I predict the Ph3 results will be published next year (second week) but they could also arrive any day now. I never thought Id hold for [---] years but here we are. Everything has been said and every angle inspected and dozens perhaps hundreds of analyses have been made. PoS for Orbit is somewhere around 75% but man with these binary outcomes you never really know. Good luck to all. Especially long timers you know who you are"
X Link 2025-12-22T15:46Z [---] followers, [----] engagements

"@Dball435 Cayman Islands here I come"
X Link 2025-12-22T16:26Z [---] followers, [---] engagements

"@StephanKlingel1 @Dball435 The one thing we outperform you guys. ;)"
X Link 2025-12-22T16:43Z [---] followers, [--] engagements

"$CRVS Added 7.38"
X Link 2025-12-23T20:53Z [---] followers, [---] engagements

"$MREO Lessons taken from this saga. [--]. Behavioral real-world endpoints are inherently tricky due to their randomness and variability. [--]. When management exhibits clear gaps caution is warranted. [--]. Activist representation may help with streamlining and cost control but does not necessarily improve decision-making. [--]. Be cautious with charismatic CEOs who make it seem like a walk in the park. [--]. Isolated patient stories are what they are: anecdotal evidence. [--]. In this particular case the science behind BMD and fracture risk should have been scrutinized (by myself) even more carefully. It"
X Link 2025-12-29T21:12Z [---] followers, [----] engagements

"That may be but I dont see FDA or EMA caving in. There are a lot of other studies as well with behavioral outcomes and a whole field of Real World Drug Outcomes (RWDI) Science to support the protocol designs but it will always remain highly challenging to prove effect. There is an interesting comment in LinkedIn under $RARE post of Ph3 results : Fracture rate differences are very difficult to achieve with small numbers of patients with a rare disease over a short time period. There is no single variable that defines an OI patient - each case is diverse. The outcome measures need to account"
X Link 2025-12-30T12:23Z [---] followers, [--] engagements

"@biopharmacaster Q2 more likely. Eight more events to go"
X Link 2026-01-02T14:02Z [---] followers, [---] engagements

"$SLS 40m shares short. Could get violent"
X Link 2026-01-02T14:12Z [---] followers, [---] engagements

"$KALA So the wizard David Lazar actually managed to settle the $10m loan with Oxford for $2m some shares plus cash mechanics up to $1m. All of debt overhang is now cleared. This is very much looking like he is positioning Kala as a shell. My position has been about $20k not adding but definitely not selling. https://twitter.com/i/web/status/2008556280969879760 https://twitter.com/i/web/status/2008556280969879760"
X Link 2026-01-06T15:08Z [---] followers, [---] engagements

"$SLS For the ones expecting a Q1 PR with [--] events in dec [--] and [--] in dec [--] reaching [--] likely remains 6-9 months out and then [--] more mnths for data unlock and analyses"
X Link 2026-01-08T07:33Z [---] followers, [---] engagements

"$SLS Short interest at an all-time high 49M shares"
X Link 2026-01-13T17:40Z [---] followers, [---] engagements

"@Javier944712106 @JamesFlowerIII Remains in discussions with multiple potential partners is my guess"
X Link 2026-01-14T20:50Z [---] followers, [--] engagements

"New at $MREO Ive intensively followed them for several years and know this company inside out. Those two tutes you mentioned indeed are the new ones well soon see who were the tutes that sold. Rubrics have been at the wheel for ages now and the only thing they have concretely done is to put in place cost reductions years ago. Board is responsible for partnerships. Rubric has major representation there and there has been zero progress. There wont be M&A no-one wants this mess. Their only card up the sleeve is Alvelestat and no one knows how many years that will still take. I bet the current"
X Link 2026-01-21T17:55Z [---] followers, [---] engagements

"Based on BMD data unlikely to secure approval. There needs to be a link to different fractures which it thus far hasnt really shown. It is still just a hypotheses. And the recent FDA qualification of BMD as a surrogate in osteoporosis wont work here. Even with QoL data. They might go for it but approval is a long shot. https://twitter.com/i/web/status/2014075938204504260 https://twitter.com/i/web/status/2014075938204504260"
X Link 2026-01-21T20:41Z [---] followers, [---] engagements

"@ej23ny Non significant and if you only have one other significant result from a large amout of fracture data it is tricky to persuade FDA without any post hoc corrections. And btw they werent more active. At least the data again wasnt significant if I recall correctly"
X Link 2026-01-21T21:25Z [---] followers, [--] engagements

"@ej23ny Reduced pain in ORBIT no reports from COSMIC (not sig.). And yes drug probably is effective to an extent. But do they have enough data for (resticted) approval I think RARE messed this up the powering and the setting"
X Link 2026-01-21T21:48Z [---] followers, [--] engagements

"Using fractures as an endpoint is challenging. It is possible that setru is working so effectively that increased mobility leads subjects to engage in more activities thereby increasing exposure to situations where fractures may occur. I would expect QoL indices to be hugely improved but these real-world endpoints need valid powering of the study"
X Link 2025-12-23T13:58Z [---] followers, [----] engagements

"$MREO Mobility effect It was evident early on that even though if Setrusumab works increased mobility may cause patients to fracture more frequently thereby confounding the results. $RARE must have recognized this early on; it would be troubling if they did not. RWVs are effected by multiple confounders and require more sophisticated analyses. And if they did recognize why have the analyses not been adjusted for mobility indicators Moreover they should have access to the diary data and I hope enough questionnaires have been collected. It is not particularly difficult to include mobility as an"
X Link 2026-01-15T16:18Z [---] followers, [----] engagements

"War against the United States So Trump announced tariffs for us Finland if we do not comply regarding Greenland. I cannot really believe the times we are living in. We have always lived under the threat of Russia. Every Finn realizes that there might come a time when we myself included will defend our country against them and we are always prepared for that both physically and mentally. It is in our blood and in our memory. I truly did not expect to see the day when it might be possible that we would send troops against the United States before Russia. Nordic countries are friends with one"
X Link 2026-01-17T20:47Z [---] followers, [---] engagements

"$MREO Aberdeen ran out of patience and sold all"
X Link 2026-01-20T15:19Z [---] followers, [----] engagements

"$MREO Heres what actually needs to be done. - Rubric with its board power replaces DSK with a David Lazar type of turnaround-oriented operator - Immediate focus shifts to cash preservation and core assets. - Significant opex reduction. All employees laid off. Monetizing assets: Setrusumab: logical buyer already exists ($RARE); monetization could include upfront cash ($75m) possibly milestones Alvelestat: explore financial interest. Non-core pipeline assets used as a bonus to improve deal terms. End state: streamlined public entity as a shell. Reverse merger or capital return. Triple the"
X Link 2026-01-22T14:09Z [---] followers, [----] engagements

"@herdubjet And yet of the deal rumours from past two years $NARI $LBPH $GTHX $MOR $ITCI $IMGN $RETA $ALDX $PRTK did happen"
X Link 2025-01-31T18:24Z [---] followers, [---] engagements

"@W170Ro Well CBAY was the most volatile stock ever but never really went below $150m in valuation (despite touching 1.3pps). Financing was also easier back then and they were able to secure non-dilutive financing from Abingworth to fund Phase [--]. Cant see easy way out for $PDSB"
X Link 2025-02-12T17:47Z [---] followers, [---] engagements

"$SWTX Wouldnt it be fun if Merck posted a rival bid against Merck KGaA These two who share common ancestry do have some long standing competitive tensions and legal disputes such as with the use of the name Merck but due to their distinct market focus rarely clash in head to head competition. But now that Merck is facing an immense patent cliff (Keytruda) and need to take a look in their pipeline SWTX would easily fit in. In fact Merck CEO mentioned they are still in the market for deals in the $1B to $15B range. Bidding war of these two monsters would possibly ignite historical tensions and"
X Link 2025-02-17T14:19Z [---] followers, [----] engagements

"$SWTX After a bit of a pause Springworks started to recruit again. And what do we see here Two positions in Germany and one in Switzerland. EU launches upcoming yes and everything might be a coincidence but sure smells fishy. $MRK.DE"
X Link 2025-02-28T09:41Z [---] followers, [---] engagements

"$SWTX No mention of Ogsiveo in the CHMP agenda. Looks like no opinion this round. https://www.ema.europa.eu/en/documents/agenda/agenda-chmp-meeting-24-27-march-2025_en.pdf https://www.ema.europa.eu/en/documents/agenda/agenda-chmp-meeting-24-27-march-2025_en.pdf"
X Link 2025-03-24T11:18Z [---] followers, [----] engagements

"@MaxAfns @arcellx @rami No DEI isn't at the core of my interests"
X Link 2025-04-23T11:39Z [---] followers, [--] engagements

"@MaxAfns @arcellx @rami No worries. With this current environment I try to stay away from companies with no approved products"
X Link 2025-04-23T11:50Z [---] followers, [---] engagements

"@MaxAfns Im looking at the german market $MRK.DE which is closing soon. Volume is 167k (avg. 344k). Up 1.9% which is almost in line with DAX today. No interest no excitement"
X Link 2025-04-25T14:16Z [---] followers, [--] engagements

"$URGN I think there are only two examples from the past [--] yeats with one vote difference. In [----] the ODAC voted 5-4 against the continued approval of Opdivo as a mono for HCC. This was part of FDAs review of drugs that did not meet post-marketing requirements (conf. benefit analyses). Very different scenario and understandable for BMS to therefore withdraw their application after the vote. Before that we have to go further in the past. In [----] ODAC voted 5-4 against approving Avastin for metastatic breast cancer due to clinical benefit not being strong enough but FDA granted acc. approval"
X Link 2025-06-10T07:18Z [---] followers, [---] engagements

"$TARS LifeSci Capital analyst maintained a Buy rating on Tarsus Pharmaceuticals today and set a price target of $85.00"
X Link 2025-08-07T13:18Z [---] followers, [---] engagements

"$ARQT TD Cowen maintained a Buy rating on Arcutis Biotherapeutics with a price target of $25.00"
X Link 2025-08-12T15:08Z [---] followers, [---] engagements

"@DeenoDino3 @adamfeuerstein Tbf Adam was pretty neutral towards $RETA after that tweet"
X Link 2025-09-09T14:29Z [---] followers, [---] engagements

"$AKBA So Akebia decided to scrap plans to expand Vafseo to patients not on dialysis after finally realizing (yeah they shouldve done that ages ago) that the required trials would be larger and costlier than initially planned. Bad news: Potential market share got capped. Good news: Better operating margins and more simple valuation. Suddenly Akebia looks more like a commercial biotech with earnings catalysts. After panic and dust settles Ill make a small buy-in. Market opportunity is still between $500m-$1B and they are looking at making $250m already this year. I would assume they are close"
X Link 2025-10-29T09:01Z [---] followers, [----] engagements

"$AKBA HC Wainwright keeps buy rating. PT $8 $6. BTIG also maintained buy. PT $10 $5"
X Link 2025-10-30T14:31Z [---] followers, [---] engagements

"$NKTR Heres the AD/asthma abstract: - [--] g/kg arm resulted in a significant improvement in ACQ-5 scores from baseline (p0.05) - 75% () of patients with uncontrolled asthma at baseline had a clinically significant improvement (0.5 points reduction) in ACQ-5 at Week [--]. - No new safety signals were observed. https://www.annallergy.org/article/S1081-1206(25)01273-6/fulltext https://www.annallergy.org/article/S1081-1206(25)01273-6/fulltext"
X Link 2025-11-07T22:08Z [---] followers, [----] engagements

"$NKTR Morgan Stanley just massively increased their position from 72k to 929k shares. Reported value $52M (5% ownership of the company)"
X Link 2025-11-14T21:55Z [---] followers, [----] engagements

"@ElMonoGran42994 Vice versa. Small cap and micro cap bios have taken a huge leap $SBIO has nearly doubled in [--] months. Not saying it wont evetually stay on the trajectory but some consolidation is to be expected"
X Link 2025-12-01T08:03Z [---] followers, [--] engagements

"@ElMonoGran42994 Check again. SBIO (not BBIO) is an ETF and the closest we have as a proxy for small cap bios"
X Link 2025-12-01T09:14Z [---] followers, [--] engagements

"@ElMonoGran42994 @westieofwallst Net cash used was $91M and 447M remaining"
X Link 2025-12-30T08:30Z [---] followers, [--] engagements

"$MRK.DE having the largest trading volume per day since early dec [----]. There are so many tea leaves starting to gather around I cant keep track anymore. $SWTX"
X Link 2025-02-28T17:59Z [---] followers, [----] engagements

"Sorry for the non-investment post. Having two daughters and living next to Russia means constantly acknowledging the threat from the east and my only actual job in this world is to protect the future of my kids. There isnt a year when our borders arent tested in one way or another. Finland is ready if/when the time comes and hopefully NATO or whatever alliance will back us up. What is happening now in Ukraine is heart breaking. Russia is the only country in the world about to annex an independent country I dont think people grasp that. Putin is a master at twisting the narrative but if you"
X Link 2025-11-26T09:14Z [---] followers, [----] engagements

"$NITR SP will not recover until they resolve the financial overhang"
X Link 2026-01-14T20:46Z [---] followers, [---] engagements

"Melko hyv aloitus Konstalla. #nhlfi this is So stupid jesus lord https://t.co/rLUXSQyCmD this is So stupid jesus lord https://t.co/rLUXSQyCmD"
X Link 2026-01-21T09:29Z [---] followers, [---] engagements

"$NKTR Heres the AD/asthma abstract: - [--] g/kg arm resulted in a significant improvement in ACQ-5 scores from baseline (p0.05) - For [--] g/kg arm 75% of patients with uncontrolled asthma at baseline had a clinically significant improvement (0.5 points reduction) in ACQ-5 at Week [--]. - No new safety signals were observed. https://www.annallergy.org/article/S1081-1206(25)01273-6/fulltext https://www.annallergy.org/article/S1081-1206(25)01273-6/fulltext"
X Link 2025-11-07T22:13Z [---] followers, 12.2K engagements

"Past year investment gains were solid portfolio +60%. I thought I was just going to get more involved in biotech this year and extend the gains defending against U.S. really wasnt on my bingo card. Oh well at least the military training each men has here might come in handy. $XBI https://twitter.com/i/web/status/2013943644319838556 https://twitter.com/i/web/status/2013943644319838556"
X Link 2026-01-21T11:55Z [---] followers, [---] engagements

"$MREO Massive sells. Not that surprising previous pump was not really based on anything. Four years of not finding a partner and no realistic path to approval for Setru"
X Link 2026-01-21T17:04Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing