@JoseRestonVA Avatar @JoseRestonVA Jose Hurtado

Jose Hurtado posts on X about $evmn, $apge, $lbrx, market 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 stocks 49.51% finance 24.27% countries 6.8% cryptocurrencies 5.83% currencies 1.94%

Social topic influence $evmn #8, $apge #9, $lbrx #1, market 6.8%, $upst 6.8%, money 5.83%, in the 5.83%, switzerland 5.83%, $crvs #24, $orka #1

Top accounts mentioned or mentioned by @jfais20 @monacobiotech @amaymd @idalopirdine @hothomaswphelps @aggregategains @a_may_md @hannibalspeaks @financebully @wildhedgenot @tradingsssss @kingkang80 @aafree @biotech2k1 @doepkemichel @mathlonning @bioinvestor24 @goddreng10 @prestonwidmer @vulpescap

Top assets mentioned Evommune, Inc. (EVMN) Apogee Therapeutics, Inc. (APGE) LB Pharmaceuticals Inc. (LBRX) Upstart Holdings, Inc. (UPST) Oruka Therapeutics, Inc. Common Stock (ORKA) ROGin AI (ROG) Kymera Therapeutics, Inc. (KYMR) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Structure Therapeutics Inc. (GPCR) MapLight Therapeutics, Inc (MPLT) Avidity Biosciences, Inc. (RNA) Terns Pharmaceuticals, Inc. (TERN) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) AbCellera Biologics Inc. (ABCL) Novo-Nordisk (NVO) Metsera, Inc. (MTSR) Abivax SA (ABVX) The Scotts Miracle-Gro Company (SMG) Xenon Pharmaceuticals Inc (XENE) Immunovant, Inc. Common Stock (IMVT) JUNO (JUNO) Novartis AG (NVS) AstraZeneca PLC (AZN) Atlassian Corporation PLC (TEAM) ARK Innovation ETF (ARKK) Regeneron Pharmaceuticals Inc (REGN)

Top Social Posts

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

"Added to $CRVS - I will continue accumulating ideally under the secondary like in this case"
X Link 2026-02-13T14:41Z [----] followers, [----] engagements

"Those are fair questions. I have tested buying ITM options on $2 ( $CTMX Nov $0.5c or Feb $1c) and $50 ( $RNA Dec $30c). But in the end I am more comfortable just owning shares and limit options to specific events. I know that I will leave money on the table but as long as my portfolio grows and outperforms I will accept that. https://twitter.com/i/web/status/1972198832667508840 https://twitter.com/i/web/status/1972198832667508840"
X Link 2025-09-28T07:16Z [----] followers, [---] engagements

"Added to $ORKA"
X Link 2025-11-04T20:36Z [----] followers, [----] engagements

"I own a portfolio of biotech stocks. My current top [--] are RNA (still keep them after acquisition offer) MDGL APGE ABVX and IDYA Like in APGEs case (and MTSR which I owned when acquired) I like the two $ORKA components [---] (already with encouraging P1 data) [---] (coming w PK in HV soon) and the potential for combinations like 021all with the possibility of becoming BIC in large TAM (see psoriasis Skyrizi and Bimzelx revenues and launch respectively). If over time my hypothesis is correct and this becomes BIC valuation should be nowhere near the $1.3b is currently. If wrong I will lose moneyfor"
X Link 2025-11-22T17:09Z [----] followers, [----] engagements

"@bigmurf58 Different strategies. While you still choose shorting $ORKA (I respect that - no problem with it) I simply buy-hold-add (avg. cost currently near $17). Both can be profitable with different timeframes. I will continue adding on pullbacks"
X Link 2025-12-06T14:27Z [----] followers, [----] engagements

"@jfais20 @Zackfoot Thanks for sharing Jonathan. $LBRX is a name that I am already focusing on with line of sight to make it top-5 as well in 26"
X Link 2025-12-07T15:43Z [----] followers, [---] engagements

"Galderma $GALD in the Swiss market - not only about Nemluvio launch. Stellar performance since April [--] L'Oral s'offre [--] % de plus dans Galderma la laboratoire dermatologique suisse https://t.co/MFbL5pa5SG https://t.co/QD5XkppjAz L'Oral s'offre [--] % de plus dans Galderma la laboratoire dermatologique suisse https://t.co/MFbL5pa5SG https://t.co/QD5XkppjAz"
X Link 2025-12-08T09:26Z [----] followers, [----] engagements

"In my Swiss portfolio started a small position in Swiss Marketplace Group $SMG. I plan to accumulate from time to time with a LT horizon (buying at a 30% discount from IPO good enough for me)"
X Link 2025-12-08T13:11Z [----] followers, [----] engagements

"Added to $LBRX - no need for me to chase. But I like pullbacks. Plenty of time to keep building my position"
X Link 2025-12-12T15:06Z [----] followers, [----] engagements

"Bought $TERN at near $40. Late to the name but at secondary price levels I am ok getting in"
X Link 2025-12-19T16:33Z [----] followers, [----] engagements

"@starcevic_alex @RemindMe_OfThis Long on $LBRX for more than a month. This story is just beginning with no catalysts nearby"
X Link 2025-12-22T16:07Z [----] followers, [---] engagements

"Started a small position in Evommune $EVMN at $17.2. Intrigued by its EVO756 asset targeting CSU and AtD. Recent ipo with leadership ex-Dermira"
X Link 2025-12-26T15:58Z [----] followers, [----] engagements

"In this case it is true that $XENE has much more patient data than $BHVN. But in terms of timing they are not that far one vs. the other (1-2 years approx). This matters significantly if opakalim is unable to differentiate. But if there is a significant differentiation profile then this is pretty much a similar situation of Varegacestat vs OGSIVEO. Data will tell if this first-mover advantage is meaningful or not. https://twitter.com/i/web/status/2006372346848763904 https://twitter.com/i/web/status/2006372346848763904"
X Link 2025-12-31T14:30Z [----] followers, [---] engagements

"@a_a_free I thought about that when evaluating my pick (it was between APGE and ORKA). In the end I opted for the former (and the latter as backup) as I consider to have a viable (still risky) path to BIC in a large market"
X Link 2026-01-12T21:49Z [----] followers, [----] engagements

"@Kalle_K_K @Kross_Roads Ohh noI will look into it. Never heard of it. I just need to be back home. Difficult to do this at an airport :)"
X Link 2026-01-18T17:35Z [----] followers, [---] engagements

"@prosperousguy [--] month after raising $747mm (upsized from $500mm) and having $1b in cash why would $GPCR need to raise again"
X Link 2026-01-21T05:54Z [----] followers, [---] engagements

"I could be wrong btw At this moment I also have Galderma (Swiss market) and Nektar (minimal) in AD. $GALD is not a pure play though (it covers skin products in general with LOreal as shareholder). I can see owning $APGE and $CRVS as the major names in AD in the future. I missed this entire move for now but at some point I should get another opportunity. That story is just getting started. Best of luck. https://twitter.com/i/web/status/2013966913299173619 https://twitter.com/i/web/status/2013966913299173619"
X Link 2026-01-21T13:28Z [----] followers, [---] engagements

"Started $MPLT"
X Link 2026-01-22T20:33Z [----] followers, [----] engagements

"Out of the remaining shares in $MDGL (the whole investment was very rewarding) $BHVN (did not work) and $IMVT (meh). Raising cash"
X Link 2026-01-23T20:39Z [----] followers, [----] engagements

"@hannibalspeaks As $GALD shareholder I agree. Room for several players"
X Link 2026-01-24T11:46Z [----] followers, [---] engagements

"@Biotech2k1 They can. Examples: $RNA $JUNO $GBT (I know these ones because I benefited)"
X Link 2026-01-26T11:51Z [----] followers, [---] engagements

"Considering that: - $APGE interim Phase [--] readout in [--] HV back in March [----] made the stock go up to $3.7b (rough calculation considering outstanding shares from Q1 [----] 10Q) - $KYMR is sitting at $5.7b market cap after a Phase 1b readout in December [----] on [--] patients No It does not justify a $2b valuation on $CRVS It deserves higher. https://twitter.com/i/web/status/2016056716056567940 https://twitter.com/i/web/status/2016056716056567940"
X Link 2026-01-27T07:52Z [----] followers, [----] engagements

"@doepke_michel Aside from results and the mildly positive early reaction the interesting thing to me is that $RHHBY will stay at ATH while $ROG (as I own it here in Switzerland) is not there yet because it is expressed in CHF"
X Link 2026-01-27T09:18Z [----] followers, [----] engagements

"Added to $GPCR shares. Partial proceeds from what I sold in other names these days"
X Link 2026-01-27T18:57Z [----] followers, [----] engagements

"Bought $UPST puts (Feb $40)"
X Link 2026-01-28T20:35Z [----] followers, [----] engagements

"@Biotech2k1 This is a short. Upstart has been for a long time a go-to short from time to time for me since [----] (as well as other fintech companies). I will also short other fintechs"
X Link 2026-01-28T20:38Z [----] followers, [---] engagements

"@doepke_michel Solid results by Roche $ROG - the company has turned around in a nice way from the [----] period and headed closer ATH here. Plus increased dividends and an interesting pipeline. Holding my position and I might increase it on any weakness"
X Link 2026-01-29T07:04Z [----] followers, [---] engagements

"It is not what you say. Yesterday all BP companies were down. And it was apparently driven by the Medicare news. Today the stock finished here strongly +2.5% and the ADS is near ATH as you can see driven by a strong earnings report. On a weak day in the US. $ROG was actually flattish here Tuesday with the obesity readout while $RHHBY in the US it was at ATH the day of the news. https://twitter.com/i/web/status/2016915969562550347 https://twitter.com/i/web/status/2016915969562550347"
X Link 2026-01-29T16:46Z [----] followers, [---] engagements

"@zethedeuce I respect them if that is what they believe. Between the [--] I think this is the more attractive to me as a pair with $APGE (my top position). Other names that I own such as Galderma ( $GALD in Switzerland) and $EVMN also have AtD assets but I look at them differently"
X Link 2026-01-29T20:15Z [----] followers, [---] engagements

"Added to $APGE shares under the gap fill"
X Link 2026-01-30T14:52Z [----] followers, [----] engagements

"Doubled my position in $EVMN - I will keep adding gradually"
X Link 2026-01-30T19:12Z [----] followers, [----] engagements

"@HOThomasWPhelps Thanks for sharing. Assuming all have their upcoming readouts successful $APGE $CRVS and $KYMR have the funds to start the next phases in their respective trials. $NKTR must raise"
X Link 2026-01-31T06:41Z [----] followers, [----] engagements

"Niessen mountain across the lake before hiking day starts"
X Link 2026-02-01T08:22Z [----] followers, [----] engagements

"Bought $KYMR"
X Link 2026-02-02T15:20Z [----] followers, [----] engagements

"No because one of my biggest concerns back then was the potential for a USD devaluation (I have been vocal about the USD in different forums) so I ended up converting it to CHF. Back in November the CHF-USD was $1.25 per Swiss Franc. Today it is slightly over $1.28 (it peaked at $1.31 last week). On top of that a sizable portion of that money went to Swisscom which was CHF [---]. Today near CHF [---]. This was the right decision for my risk profile. https://twitter.com/i/web/status/2018370548355543195 https://twitter.com/i/web/status/2018370548355543195"
X Link 2026-02-02T17:06Z [----] followers, [---] engagements

"Before this news $ABCL ABCL575 was already behind competition considering multiple MOA etc etc. Even at JPM the CEO was hinting that after Phase [--] they would need to seek partnerships to advance it (a realization that it was going nowhere as a stand-alone). With this news how can they even advance it as monotherapy Now its only viable asset is ABCL635 in VMS competing with [--] products in commercial stage. At least a chance but a small one. https://twitter.com/i/web/status/2018393601076801620 https://twitter.com/i/web/status/2018393601076801620"
X Link 2026-02-02T18:38Z [----] followers, [----] engagements

"@A_May_MD $NVO still has to buy something. But now I wonder if it has to be on obesity or on some of its other verticals"
X Link 2026-02-03T17:03Z [----] followers, [----] engagements

"@mathlonning Roche - you can see $RHHBY Novartis - $NVS GlaxoSmithKline - GSK Astra Zeneca - $AZN - all of them are outperformers - Roche was -along with JNJ- the top big pharma performer in [----]. I own Roche and Novartis as $ROG and $NOVN in Switzerland"
X Link 2026-02-03T17:43Z [----] followers, [---] engagements

"@bioinvestor24 Agreed. With these results it is clearer that this is more on $NVO than on the overall sector. Question to me is who they buy next"
X Link 2026-02-04T12:03Z [----] followers, [---] engagements

"@LTbioinvestor Also Swiss stocks. Currently my overall top position is Swisscom. It is not supposed to move. It is supposed to be my most boring stock. But it isnt. You can find the ADS under $SCMWY (I own $SCMN here) Not normal for me"
X Link 2026-02-04T16:03Z [----] followers, [---] engagements

"Out of $UPST $40 puts"
X Link 2026-02-04T17:51Z [----] followers, [----] engagements

"Got a couple of $TEAM calls for Feb ($130c). Just a trade (more than a year on a tech name from a long perspective)"
X Link 2026-02-05T17:00Z [----] followers, [----] engagements

"Jira is a necessary evil (aside from the other products they have). Also tech names have been ok this quarter and stock price is at 6-yr lows. If they miss today calls go to $0and that will be it. If they beat and stock price still fallsit also gives me clues about the market. If they beat and stock price goes up maybe I can make some money and rethink some names in the sector"
X Link 2026-02-05T18:34Z [----] followers, [---] engagements

"@monaco_biotech @WhiteCoatMafia Or the weekend (hopefully not) I am noticing a little more anxiousness on people with Cathy names. $ARKK is underperforming $XBI"
X Link 2026-02-05T20:31Z [----] followers, [---] engagements

"@a_a_free @idalopirdine Yes :) - However I have second thoughts about this name. I have homework to do this weekend"
X Link 2026-02-06T16:47Z [----] followers, [---] engagements

"Back to $UPST as short. This time March $35 puts"
X Link 2026-02-06T19:01Z [----] followers, [----] engagements

"@goddreng10 Why My puts expire in March. This is a low-quality fintech. And I had been doing this from time to time since when this company was in the $300s in 22"
X Link 2026-02-06T21:36Z [----] followers, [---] engagements

"@nataninvesting Agreed. Lots of great companies in the sector. No position in any of these mentioned but $REGN interesting to me"
X Link 2026-02-07T22:22Z [----] followers, [---] engagements

"Long Roche via $ROG - interested in what they will share on fenebrutinib tomorrow MEDIA - Were pleased to share new Phase III data at #ACTRIMSForum for our investigational medicine in primary progressive multiple sclerosis. 👉https://t.co/xFTCoZxbOZ $RHHBY $ROG https://t.co/Ag4FE22W4v MEDIA - Were pleased to share new Phase III data at #ACTRIMSForum for our investigational medicine in primary progressive multiple sclerosis. 👉https://t.co/xFTCoZxbOZ $RHHBY $ROG https://t.co/Ag4FE22W4v"
X Link 2026-02-08T10:50Z [----] followers, [----] engagements

"@RpsAgainstTrump It was amazing. The music the production but especially the message of inclusion. Giving his Grammy to Liam Ramos was moving. Well done I did not know his music (I am into rock) until I saw the Super Bowl commercial. Now I have his DtMF album in rotation"
X Link 2026-02-09T03:28Z [----] followers, [----] engagements

"I fell back to sleep after a while. I loved what he did. I never ever listened to any of his songs (I am into rock) until I happened to see the commercial for the SB. That was special for me. It is about the message. And his album is really good. I can see why he won the Grammy. And as a native Spanish speaker it was at times difficult to understand. Even when you read the lyrics of his songs. For example the title DtMF. The verb tirar means to me (Peruvian Spanish) to throw. In PR it apparently means to take (common differences varying by country)"
X Link 2026-02-09T21:39Z [----] followers, [--] engagements

"@monaco_biotech Best of luck"
X Link 2026-02-09T21:50Z [----] followers, [---] engagements

"@monaco_biotech @idalopirdine I dont have $NKTR but I have a small position on $EVMN. I was focusing on its other asset (756) but it seems like I can focus here as well"
X Link 2026-02-10T13:01Z [----] followers, [----] engagements

"@monaco_biotech @idalopirdine @idalopirdine - great call. Thank you"
X Link 2026-02-10T13:03Z [----] followers, [---] engagements

"@idalopirdine @monaco_biotech And this name is still under lockup expiration ;)"
X Link 2026-02-10T13:10Z [----] followers, [---] engagements

"$EVMN stealing the show. And with a small float"
X Link 2026-02-10T13:29Z [----] followers, [----] engagements

"Sold half $EVMN near $33. I will keep the rest just in case"
X Link 2026-02-10T13:38Z [----] followers, [----] engagements

"Re-added at $23.6 the shares that I had sold on $EVMN at $33. Back to original position"
X Link 2026-02-10T15:06Z [----] followers, [----] engagements

"@financebully CSU is H1 [--]. I might be trading it a bit because the float is quite small and lockup expiration date is still in early May. Some $MTSR vibes for me with that small float"
X Link 2026-02-10T16:28Z [----] followers, [---] engagements

"@PrestonWidmer @A_May_MD @Vulpescap At 10am my time (Switzerland) Interactive Brokers allows me to do that. Also at 9am my time Swiss market opens. So yes"
X Link 2026-02-10T18:29Z [----] followers, [---] engagements

"@HOThomasWPhelps The comparison between all those components versus Nemluvio is quite clear. And yet Nemluvio (long Galderma) is trending towards blockbuster status l. The opportunities in AtD are there for multiple players"
X Link 2026-02-11T07:18Z [----] followers, [---] engagements

"@A_May_MD @biotech_cash @seedy19tron I agree. Raising $300mm should be enough for the entirety of Phase [--] + operational costs. And valuation is attractive"
X Link 2026-02-11T12:25Z [----] followers, [---] engagements

"@varuntakkar01 I thought that I was wrong yesterday. But the pattern with fintechs this cycle has been consistent. Keeping these $UPST puts for now"
X Link 2026-02-11T14:50Z [----] followers, [---] engagements

"@nachonnmdr SureI am clearly dumb money. I am so dumb that I am still with these $UPST puts"
X Link 2026-02-11T19:45Z [----] followers, [---] engagements

"@MeadowCapital @6758qcrctt I owned $MTSR - I could compare both leadership teams. Shall I continue"
X Link 2026-02-12T12:50Z [----] followers, [---] engagements

"@princetongb Thank you - I am still way underweight bios but at some point down the road I will put sizable money back to work. For now my primary focus is still the Swiss market and I am seeing disturbing trends. Swisscom is not acting like Swisscom .and that concerns me"
X Link 2026-02-12T16:21Z [----] followers, [---] engagements

"Exited these $UPST puts. The dumb terrible strategy worked. I am not done shorting fintech. I will wait for a rebound and do another trade. Maybe heremaybe not"
X Link 2026-02-12T16:26Z [----] followers, [---] engagements

"Added to $EVMN shares - I will accumulate after watching the [---] presentation. I should have paid attention to this asset as well"
X Link 2026-02-12T18:19Z [----] followers, [----] engagements

"I added to my position in $APGE after finishing listening to their presentation at Guggenheim"
X Link 2026-02-12T19:30Z [----] followers, [----] engagements

"I was short via puts. I had [--] reasons for it: (1) I thought that earnings were going to be poor (I was wrong - they had good earnings) and (2) that they could be vulnerable to market conditions - especially the way fintechs and traditional banks were reacting this earnings cycle (this portion was correct). It is tough but seems to me this is more-sector driven. Best of luck to you. https://twitter.com/i/web/status/2022032087469990145 https://twitter.com/i/web/status/2022032087469990145"
X Link 2026-02-12T19:36Z [----] followers, [---] engagements

"@WildHedgeNot I will re-enter $NKTR at some point because I like it and I believe it has great potential. I missed this move but I believe that down the road I will have opportunities where I will feel compelled to enter"
X Link 2026-02-12T21:21Z [----] followers, [---] engagements

"I still have April $PLTR $120 puts from a few weeks ago and always with a $SPY hedge (currently in the APR $660p). I might short fintechs again with any rebound. I was able to reduce significantly my exposure to the US market these months. So I can wait until better conditions come and put funds to work. My adds are small and my bio portfolio is quite small - the bulk of my money is now here. https://twitter.com/i/web/status/2022072079940505643 https://twitter.com/i/web/status/2022072079940505643"
X Link 2026-02-12T22:15Z [----] followers, [---] engagements

"@A_May_MD Try doing it with popular fintech meme ones :)"
X Link 2026-02-13T05:43Z [----] followers, [---] engagements

"@BioStocks Better than I thought in raising funds for $EVMN"
X Link 2026-02-13T06:00Z [----] followers, [---] engagements

"Currently my top position across my portfolios is Swisscom (a boring defensive name) via $SCMN in the Swiss market. Approx 26% of my invested portfolio is here. I was not expecting over performance but here we are. Trimmed 10% of this position CHF700 to take profits. In the US the ticker is $SCMWY Boring can pay. https://twitter.com/i/web/status/2022238439022735415 https://twitter.com/i/web/status/2022238439022735415"
X Link 2026-02-13T09:16Z [----] followers, [----] engagements

"I cant recommend anything. I will likely transfer this trim to Nestle that has earnings next week. But I am still holding 90%of the position and I intend to collect the CHF26/shr. dividend (up from 22) - On the one hand I see it a little overbought near term On the other hand: - They have announced an increase in dividend for [----] (to CHF [--] next year) on top of the dividend increase for this year. That tells me that they feel confident about where the are headed Also with all the turbulence in the US market I am noticing some sort of flight to safetyand names like this one tend to"
X Link 2026-02-13T09:29Z [----] followers, [---] engagements

"@tradingsssss It depends - I like what I own and I find this group attractive (with major differences in allocations). Still very underweight bios and the US in general (I might still reduce my exposure further)"
X Link 2026-02-13T18:44Z [----] followers, [---] engagements

"@OptionRunners That looked like a great trade. I am waiting on any rebound to get some puts again - still eyeing $UPST but I might also expand to $AFRM"
X Link 2026-02-13T21:17Z [----] followers, [---] engagements

"Took longer than I thought. Doubled my position in $CTMX by adding at $1.99-$2.02"
X Link 2025-08-12T14:06Z [----] followers, [----] engagements

"Started a very small position in $LBRX. Long-term view (no catalysts for a while). I will add in 2026"
X Link 2025-11-12T18:34Z [----] followers, [----] engagements

"Now top [--] bios after exits and trimming: $MDGL $APGE $ABVX $IDYA and $ORKA Right next: $ZEAL $NAMS"
X Link 2025-11-25T17:27Z [----] followers, [----] engagements

"All I can say is: [--]. I am already comfortable with the valuation level and r/r potential (multiples of my investment if the company delivers) when I got into $NAMS [--]. I plan to add lower (I think I mentioned this somewhere). [--]. In general I am a little cautious adding aggressively to bios (and other names in general) in this market. So I am in no rush to add to almost anything (I am sitting with a good amount of cash) but I see this company potentially making it into my top-5 at some point in [----] (no immediate catalysts). If I could get my way I would like to finalize my position with an"
X Link 2025-12-07T07:06Z [----] followers, [---] engagements

"@_le_Lounge Still early. No catalysts nearby. That said the current valuation today considering that they have a Phase-3 ready asset.and a Phase-2 of the same asset in another indication to start. I will continue adding to $LBRX from time to time. No rush"
X Link 2025-12-08T21:59Z [----] followers, [---] engagements

"If you ever visit Peru I recommend this restaurant - Verbena Amazing"
X Link 2026-01-11T02:21Z [----] followers, [----] engagements

"@kingkang80 In the past I owned KRTX (to acquisition). and ITCI. I see $MPLT and $LBRX as the next versions of each respectively. I have been accumulating to $LBRX gradually and will continue do so through the year"
X Link 2026-01-22T20:49Z [----] followers, [---] engagements

"Added to $NAMS - I will continue adding to it from time to time through the year"
X Link 2026-02-03T18:12Z [----] followers, [----] engagements

"@BlueWinterMgmt @Caffinatedcash $APGE is my top biotech position. About a week or so ago I posted the names I hold. That does not change. After every upcoming readout (one coming in Q1 the next in Q2 and the final in H2) I will reassess if my hypothesis holds or not. Until then I stick to my hypothesis"
X Link 2026-02-05T10:51Z [----] followers, [---] engagements

"This is a good read (no position - but thought-provoking) Nektar Therapeutics $NKTR is trying to stage a comeback. But a big test awaits https://t.co/5bKmgSnx9R Nektar Therapeutics $NKTR is trying to stage a comeback. But a big test awaits https://t.co/5bKmgSnx9R"
X Link 2026-02-05T14:57Z [----] followers, [----] engagements

"@jfais20 That would be LB Pharmaceuticals $LBRX Jonathan :) This Private Placement will be primarily focused on the Phase-2 for MDD. So now they have the [--] major indications (schizophrenia bipolar [--] and MDD). There are no major catalysts this year. This is a 2027+ story"
X Link 2026-02-05T21:48Z [----] followers, [---] engagements

"A good follow. His work on this topic has been spot on"
X Link 2026-02-06T22:41Z [----] followers, [----] engagements

"@Banana_Oncology Aside from $HIMS and $IBRX Linares was also shamelessly pumping $ABCL for months (and other individuals showing up on the same names as well)"
X Link 2026-02-08T16:04Z [----] followers, [----] engagements

"Added as well to $KYMR"
X Link 2026-02-12T19:59Z [----] followers, [----] engagements

"Last year I was doing short-term based trades when the name was around $80. Back then my hypothesis was the same as today: overvaluation. You are right that in this market no one should be greedy. But conceptually if my hypothesis goes the way I am thinking I will likely continue doing opportunistic trades until roughly those levels. Just a small trade. https://twitter.com/i/web/status/2022705986272710895 https://twitter.com/i/web/status/2022705986272710895"
X Link 2026-02-14T16:14Z [----] followers, [---] engagements

"I need to go over again to his thesis. Mine was much straightforward: simply overvaluation. The main difference versus last year is market dynamics. Last year I could not stay longer than a couple of days on my trades (more positives than negatives). This time it looks different. A series of names that were quite strong are now showing unusual weakness. Some deservedly so. Others simply caught as part of the group (SOFI among them - just part of a group it should no longer belong) and at some point they should reverse"
X Link 2026-02-14T18:16Z [----] followers, [--] engagements

"@calvinfroedge I live in Switzerland. This will go to referendum in June. The topic is much more complex than you make it appear"
X Link 2026-02-14T20:55Z [----] followers, [----] engagements

"My hypothesis is that this dynamic might be beyond those sectors and more related to the US as an attractive market for investing. I own an industrial name exposed to AI (ABB - I own it here in Switzerland under ABBN but you can track it under $ABBNY in the US). I am not seeing an impact yet. Disclosure: I have been reducing my exposure to the US market for months. I see outperformance in ex-US markets. Good luck to you. https://twitter.com/i/web/status/2022778761570029985 https://twitter.com/i/web/status/2022778761570029985"
X Link 2026-02-14T21:03Z [----] followers, [--] engagements

"After reducing my biotech portfolio in the last couple of months and some reallocations I am currently holding the following names: Top 5: $APGE $RVMD $ORKA $ZEAL $CTMX Mid: $ABVX $GPCR $PTGX $NAMS $LBRX Others: $TERN $CRVS $MPLT $EVMN As a whole my biotech portfolio had a negative performance in January (including exits and reductions). My biotech portion is 19% of invested funds. On the other hand the Swiss portion of the portfolio performed in a slight positive manner making the whole portfolio near flat. Hedges and near-term trading did not help me much this time (some worked others did"
X Link 2026-01-31T00:07Z [----] followers, 10.4K engagements

"@Borg_Cryptos $NSRGY"
X Link 2026-02-07T18:16Z [----] followers, [----] engagements

"Bought $VKTX AH - restarted a position after months. I will hold. Small for now"
X Link 2026-02-11T21:33Z [----] followers, 11.7K engagements

"@aggregategains @WildHedgeNot I am ok if I miss moves or make wrong decisions. It is part of investing. Like when VKTX went from the teens to $100. I missed that move. But opportunities came and now I got in at $30ish. I can wait. If it doesnt happenalways other names"
X Link 2026-02-12T22:19Z [----] followers, [---] engagements

"Wellthe way I am thinking in this space is that both oral and biologic therapies can coexist and be successful (I believe that dupi is a vulnerable king). The question for me is which combination can give me chances of a BIC asset on each (or at least a FIC differentiated profile). In oral I am looking at CRVS and KYMR (this one can go well beyond AD because of its multiple targets) while in biologics I look at APGE as potential BIC and NKTR (no position yet) as potential FIC and a differentiated profile that can be complementary and successful. EVMN is an odd case: yes there is an oral asset"
X Link 2026-02-14T06:47Z [----] followers, [---] engagements

"I agree. At this valuation the r/r on this name is different imo. But they need to execute well on their trials (and of course getting good results) and be better financed on this hyper competitive space. The maintenance data in Q3 could be a meaningful opportunity. I am fine holding (and adding on this weakness) through these months. In spite not being a fan of this CEO the EV is way too attractive to pass for me considering the assets it has"
X Link 2026-02-14T23:14Z [----] followers, [----] engagements

"@WaterFish2000 @mellowrk_lion @singhlosophy @NoLimitGains @LogicalThesis @GutTrades @Maximus_Holla @A_May_MD @monaco_biotech @from1to3000000 @aleabitoreddit @VIPSheffTrades @Andre_AGTC @seedy19tron Thank you"
X Link 2026-02-15T20:33Z [----] followers, [---] engagements

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