@Lord_of_Biotech Avatar @Lord_of_Biotech Lord_of_Biotechs

Lord_of_Biotechs posts on X about more than, $rtw, $pmvp, $kros 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 58.65% finance 31.73% cryptocurrencies 2.88% exchanges 0.96% countries 0.96%

Social topic influence more than 6.73%, $rtw 6.73%, $pmvp 5.77%, $kros 5.77%, $achl 5.77%, $lvtx 4.81%, $xoma 4.81%, $jnj 4.81%, $bioa 4.81%, money 3.85%

Top accounts mentioned or mentioned by @anotherbio @ltbioinvestor @docrodwong @investspecial @pernasresearch @ragingbullcap @tenvacapital @thewritser @gwinvesting @lizzylaw @elaineywchen @damiangarde @matthewherper @kmptrades @andrewrangeley @biotenic @semodough @biohazard3737 @orrdavid @lordvultures

Top assets mentioned PMV Pharmaceuticals, Inc. (PMVP) Keros Therapeutics, Inc. (KROS) Achilles Therapeutics Plc (ACHL) LAVA Therapeutics BV (LVTX) Johnson & Johnson (JNJ) BioAge Labs, Inc. (BIOA) Ventyx Biosciences, Inc. (VTYX) CARGO Therapeutics, Inc. (CRGX) Pfizer, Inc. (PFE) Repare Therapeutics Inc. (RPTX) Monte Rosa Therapeutics, Inc. (GLUE) Geron Corp (GERN) Cytokinetics Inc. (CYTK) Third Harmonic Bio, Inc. (THRD) Generation Bio Co. (GBIO) Arvinas, Inc (ARVN) Nkarta, Inc. (NKTX) Asset Entities Inc. (ASST) Bitcoin (BTC) American Well Corp (AMWL) COMPASS Pathways plc (CMPS) Bristol-Myers Squibb Co (BMY) HilleVax, Inc. (HLVX) Abivax SA (ABVX) Protagonist Therapeutics, Inc (PTGX) uniQure N.V. (QURE) Avidity Biosciences, Inc. (RNA) Liquity BOLD (BOLD) Athira Pharma, Inc. (ATHA) Gilead Sciences, Inc. (GILD) Semler Scientific, Inc. (SMLR) InMode Ltd. Ordinary Shares (INMD) Atai Life Sciences B.V. (ATAI) Evommune, Inc. (EVMN) Invivyd, Inc. (IVVD)

Top Social Posts

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

"So roughly [---] million new shares (Assuming Warrants will be exercised as they are right now in the money). Not the news $SGMO investors wanted to hear I guess"
X Link 2026-02-03T14:15Z [----] followers, [----] engagements

"You are welcome Stock will probably trade high 30s/low 40s if not lower with this massive warrant overhang Stock will probably trade high 30s/low 40s if not lower with this massive warrant overhang"
X Link 2026-02-03T21:46Z [----] followers, [----] engagements

"$EPIX 5% owner Soleus Capital demands liquidation and wind down of the company Tang Capital and BML also with 10% stakes involved. Seems like some support for liquidation plays incoming Would be great for my portfolio again :) https://www.sec.gov/Archives/edgar/data/1633932/000121390025032152/ea023833701ex2_essa.htm https://www.sec.gov/Archives/edgar/data/1633932/000121390025032152/ea023833701ex2_essa.htm"
X Link 2025-04-15T21:03Z [----] followers, 19.6K engagements

"$PMVP 8.9% ownership filing by Tang Capital. Lets see what their plan here is. I am long (again) https://www.sec.gov/Archives/edgar/data/1232621/000121465925014073/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1232621/000121465925014073/xslSCHEDULE_13G_X01/primary_doc.xml"
X Link 2025-09-24T08:53Z [----] followers, [----] engagements

"I am in here since some months. Autoimmune diseases a hot field right now an $NKTX with NK-data in Q4 $NKTX 2H catalyst Ra #1 holder cash 3.19/sh fwiw $NKTX 2H catalyst Ra #1 holder cash 3.19/sh fwiw"
X Link 2025-10-15T18:09Z [----] followers, [----] engagements

"$BOLD with poster presentation at AACR next week. First time they present BBI-355 and BBI-825 data to address oncogene amplified cancer. I have no idea what that is but company trades massively below cash. Cash per share around [--] US$. Downside should be capped. Maybe they can present something special next Thursday. Stock catched a bid after their announcement"
X Link 2025-10-16T15:13Z [----] followers, [----] engagements

"Gilde Healthcare is pushing on $LVTX as they try to sell their 20% stake. A lot of opportunities to increase or buy a stake in $LVTX for their CVR. Following this story already since late last year when $LVTX was around [----]. @AnotherBio made a nice write-up on this. Highly recommended to follow him ;) https://twitter.com/i/web/status/1979196276559204666 https://twitter.com/i/web/status/1979196276559204666"
X Link 2025-10-17T14:42Z [----] followers, [----] engagements

"Nice coincidence. $LVTX and $XOMA agree to an new pruchase agreement. Lowering the initial cash distribution but upping the cash right to [----] US$ when outstanding liabilities will be resolved (which I think they will). Important the asset/outlicense CR stays untouched and will deliver a great risk/reward for the next year with the $PFE and $JNJ CVRs as well as the remaining company pipeline value. Closing beginning/mid November. This will take out a lot of uncertainty here. Long Gilde Healthcare is pushing on $LVTX as they try to sell their 20% stake. A lot of opportunities to increase or"
X Link 2025-10-17T16:05Z [----] followers, [----] engagements

"$CTMX Beside their EpCAM there will be CX-801 Probody data in Q4. Nice development recently. Especially after this useless selling in August"
X Link 2025-10-20T17:22Z [----] followers, 12.3K engagements

"Good development here at $EOLS and the buys after their last report seem to be a really good timing for me. At the end many things in investing are dealing around buying stocks at the right prices and the right time. Lets see where this is heading but profitable from Q4 onwards is a really good sign here for this company and they have a big pipeline with new products coming to the markets from [----] onwards. When I compare $RVNC P/S multiples with $EOLS multiples today isn't $EOLS super cheap here $EOLS is on multiples $RVNC was bought after the massive haircut due to patent and license"
X Link 2025-11-05T22:23Z [----] followers, [----] engagements

"Ding Dong $RPTX gets bought by a subsidary of $XOMA for [----] US$ plus a CVR. I think that CVR is super valuable. $RPTX with breakout today. Some data in HY2. Looking for strategic alternatives already sold their preclinical pipeline and released a lot of employees. Could be an interesting target for Tang and Co with a lot of remaining asset upside. https://t.co/rXrwLNwryt $RPTX with breakout today. Some data in HY2. Looking for strategic alternatives already sold their preclinical pipeline and released a lot of employees. Could be an interesting target for Tang and Co with a lot of remaining"
X Link 2025-11-14T22:10Z [----] followers, 10.5K engagements

"$BIOA $VTYX and $GLUE were a nice ride for me. Sold a big chunk of my position in all three of them. $BIOA also with a NLRP3 in their pipeline. Could be a nice readthrough or sympathy play today. Massively below net cash. Lots of upside. $BIOA also with a NLRP3 in their pipeline. Could be a nice readthrough or sympathy play today. Massively below net cash. Lots of upside"
X Link 2025-12-11T16:45Z [----] followers, [----] engagements

"$ATHA what a nice result. Had this so long in my portfolio and than this banger news today Athira Pharma Announces Exclusive License to Lasofoxifene Phase [--] Development Program for Metastatic Breast Cancer Candidate and a Financing for up to $236 Million https://investors.athira.com/news-releases/news-release-details/athira-pharma-announces-exclusive-license-lasofoxifene-phase-3 $ATHA Brutal run since this post - wow https://t.co/h0KjVmznDC https://investors.athira.com/news-releases/news-release-details/athira-pharma-announces-exclusive-license-lasofoxifene-phase-3 $ATHA Brutal run since this"
X Link 2025-12-18T12:24Z [----] followers, [----] engagements

"Nice christmas gift. When I first bought $RPTX in April around [--] US$ Cathie Woods was selling her whole position. Today its trading around [----] US$ simply by selling their portfolio and liquidating. Sometimes its so nice to buy cheap net cash stocks. Repare Therapeutics Announces Acquisition of Pol ATPase Inhibitor RP-3467 by Gilead Sciences for Up To $30 Million in Total Consideration Ding Dong $RPTX gets bought by a subsidary of $XOMA for [----] US$ plus a CVR. I think that CVR is super valuable. https://t.co/UO5dAykgPB Ding Dong $RPTX gets bought by a subsidary of $XOMA for [----] US$ plus a"
X Link 2025-12-24T12:09Z [----] followers, [----] engagements

"This $SMLR / $ASST Deal is so bad structured that $SMLR shareholders will probably sell their company massively below their book value and board and "bitcoin president" are recommending to approve this deal. What about shareholder value corporate governance and so on The company should instead of recommending approval renegotiate the deal after this massive decrease in $ASST value. https://twitter.com/i/web/status/2006387163299029230 https://twitter.com/i/web/status/2006387163299029230"
X Link 2025-12-31T15:29Z [----] followers, [----] engagements

"$BIOA $VTYX and $GLUE were my biggest winners since the april drama in biotech land. What a journey. Blessed $BIOA also with a NLRP3 in their pipeline. Could be a nice readthrough or sympathy play today. Massively below net cash. Lots of upside. $BIOA also with a NLRP3 in their pipeline. Could be a nice readthrough or sympathy play today. Massively below net cash. Lots of upside"
X Link 2026-01-06T21:38Z [----] followers, [----] engagements

"No news from $RPTX for final closing time or cash payment. According to Nasdaq equity trader this will cease trading tonight"
X Link 2026-01-27T21:15Z [----] followers, [----] engagements

"@LTbioinvestor They IPOed at 2nd February"
X Link 2026-02-09T15:43Z [----] followers, [----] engagements

"@LTbioinvestor When your financial advisor is Maxim Group then I think everybody knows about the quality of $PLYX"
X Link 2026-02-09T15:44Z [----] followers, [----] engagements

"So $GERN estimates it will grow by 10-20% in revenue and will lower their opex significantly maybe getting them to positive cash flow already in [----] (including development costs for their phase-3 in MF). So obviously the buys at [----] US$ were good ones. Does it at this valuation really matter what sales $GERN is printing They have more than [---] million in cash - [---] million in debt. Annualizing 180-190 million in sales and would be profitable without their R&D costs for the MF phase-3-study. So EV is roughly [---] million Does it at this valuation really matter what sales $GERN is printing"
X Link 2026-01-12T13:31Z [----] followers, [----] engagements

"Does it at this valuation really matter what sales $GERN is printing They have more than [---] million in cash - [---] million in debt. Annualizing 180-190 million in sales and would be profitable without their R&D costs for the MF phase-3-study. So EV is roughly [---] million Whats that Like P/S of [--] I know that their asset is not the best. But just from a financial point of view. What is my downside if I buy here Even if their phase-3 is failing and they will maybe get to [--] million in quarterly sales long term They can still be profitable. What do I miss"
X Link 2025-11-05T12:33Z [----] followers, 12.3K engagements

"$AMWL with a new 13G filing. Interesting balance sheet situation and company wants to be operating cash flow positive in [----]. Had some big one off items in [----]. Massively below Book Value"
X Link 2026-01-27T21:13Z [----] followers, [----] engagements

"Bought some $KPRX the last days. Below NCAV two Ph-2 readouts in [----] and probably around NCAV at year end. So even if both trials will fail the stock will still have a reasonable safety net. I have no idea of the trials but KIO-301 is partnered with Thea who are paying also for the study costs. Feels like a good risk/reward chance especially at 7-8 million US$ market cap. https://twitter.com/i/web/status/2017303099417768180 https://twitter.com/i/web/status/2017303099417768180"
X Link 2026-01-30T18:25Z [----] followers, [----] engagements

"Thanks @InvestSpecial The [--] most underrated blogs for idea generation in [----] These are must-follow sources👇 1) @pernasresearch (Value) 2) @ragingbullcap (Event driven + Value) 3) @TenvaCapital (Ausi focused value) 4) @thewritser (special sits) 5) @gw_investing (Net nets + Special sits) 6) The [--] most underrated blogs for idea generation in [----] These are must-follow sources👇 1) @pernasresearch (Value) 2) @ragingbullcap (Event driven + Value) 3) @TenvaCapital (Ausi focused value) 4) @thewritser (special sits) 5) @gw_investing (Net nets + Special sits) 6)"
X Link 2026-01-31T09:45Z [----] followers, [----] engagements

"$INMD Last week this: "Steel Partners Holdings L.P. Announces It Has Presented $18.00 Per Share Offer for 51% of InMode Ltd. to Board of Directors" Today company announces a search for strategic alternatives. I think thats bullish. Company is under pressure the last quarters with declining revenue and margins but still profitable and buying back a lot of shares. Lets see if other bidders emerge"
X Link 2026-02-02T12:05Z [----] followers, [----] engagements

"$GERN +50% now. Nice Still holding Does it at this valuation really matter what sales $GERN is printing They have more than [---] million in cash - [---] million in debt. Annualizing 180-190 million in sales and would be profitable without their R&D costs for the MF phase-3-study. So EV is roughly [---] million Does it at this valuation really matter what sales $GERN is printing They have more than [---] million in cash - [---] million in debt. Annualizing 180-190 million in sales and would be profitable without their R&D costs for the MF phase-3-study. So EV is roughly [---] million"
X Link 2026-02-02T15:22Z [----] followers, [----] engagements

"Stock will probably trade high 30s/low 40s if not lower with this massive warrant overhang"
X Link 2026-02-03T14:17Z [----] followers, [----] engagements

"Even if the white house did decline this voucher isn't that super bullish for $CMPS $ATAI or $HELP I mean what an endorsement from the agency. FDA Commissioner Marty Makary tried to give Compass Pathways $CMPS one of his priority vouchers for its psychedelic drug. The Trump White House said no. Reporting from @LizzyLaw_ @elaineywchen @damiangarde https://t.co/R40iJxdbKp FDA Commissioner Marty Makary tried to give Compass Pathways $CMPS one of his priority vouchers for its psychedelic drug. The Trump White House said no. Reporting from @LizzyLaw_ @elaineywchen @damiangarde"
X Link 2026-02-04T16:23Z [----] followers, [----] engagements

"$HOTH in September [----] and in January 2026"
X Link 2026-02-05T13:35Z [----] followers, [----] engagements

"$RTW $EVMN - stock +100%"
X Link 2026-02-10T13:30Z [----] followers, [----] engagements

"$YEXT Yext Inc. Announces Commencement of Modified Dutch Auction Tender Offer to Purchase Up to $180 Million of its Common Stock"
X Link 2026-02-10T13:31Z [----] followers, [----] engagements

"Aren't $IVVD $TNXP the big winner here When the FDA is super sceptical against all kinds of / mRNA vaccines these players with mABs should be the winner here BREAKING: FDA refuses to review Modernas $MRNA influenza vaccine https://t.co/df6oAfeEhO via @matthewherper BREAKING: FDA refuses to review Modernas $MRNA influenza vaccine https://t.co/df6oAfeEhO via @matthewherper"
X Link 2026-02-11T11:04Z [----] followers, [----] engagements

"Ph2 data in Q1 - peer company to $CMPS and they had a big PIPE some months ago. https://investingnews.com/cybin-announces-closing-of-175-million-registered-direct-offering/ $HELP - $135K Call buyer https://t.co/2rd1nutDW3 https://investingnews.com/cybin-announces-closing-of-175-million-registered-direct-offering/ $HELP - $135K Call buyer https://t.co/2rd1nutDW3"
X Link 2026-02-12T19:42Z [----] followers, [----] engagements

"When CEO is telling $ASST shareholders that its positive to pay higher dividends in an other equity class. No wonder the stock is so low. In addition to raising the $SATA interest rate to 12.5% Strive also reported our cash position has increased to $127.2M. We hold [-----] Bitcoin have no margin no encumbered Bitcoin & over [--] years of additional potential interest coverage from our Bitcoin at current prices. In addition to raising the $SATA interest rate to 12.5% Strive also reported our cash position has increased to $127.2M. We hold [-----] Bitcoin have no margin no encumbered Bitcoin & over"
X Link 2026-02-13T15:02Z [----] followers, [----] engagements

"$AMWL with earnings yesterday evening. Revenue guidance probably a bit under market expectations but confirming to be cash flow positive from Q4 [--] onwards. Big contract renegotiations in summer with DHI including contracts which were cut by DOGE (one reason for revenue gudiance drop). Will probably be Adj. EBITDA positive for whole FY27 but not 100% sure. They are cutting old telehealth business and shifting everything to software license sales so that health services can put their logo on $AMWL software and use it. Had three big contract renewals which account for most of sales. Book value"
X Link 2026-02-13T15:25Z [----] followers, [----] engagements

"@kmptrades Thanks mate Why is that Put so expensive I mean is there a closing risk in $CRGX Who buys that for 0.8"
X Link 2025-07-22T14:46Z [----] followers, [---] engagements

"Nice news from $ANEB - [----] US$ per share if you own less than [-----] (or more shares depending on ownership calculations). That are investments I like was able to buy below [--] US$ makes a nice present for my girlfriend lol"
X Link 2025-07-23T12:23Z [----] followers, [----] engagements

"$VYNE - I would call that a complete disaster"
X Link 2025-07-30T11:47Z [----] followers, [----] engagements

"$XBI You know your sector is complicated when the sector loose money when Prassad is announced as new CBER head and loose money when he resigns"
X Link 2025-07-30T19:26Z [----] followers, 11.7K engagements

"$CYTK - $BMY Camzyos on fire with 85% yoy growth"
X Link 2025-07-31T11:09Z [----] followers, [----] engagements

"Wow $IKNA / $IMA PIPE price was [----] US$ or [-----] US$ after split. Stock is trading 50% below that"
X Link 2025-07-31T13:36Z [----] followers, [----] engagements

"4 out of [--] is a damn good outcome And you can actually count $KROS too as the share price is now 40% higher than it was back then. $HLVX HilleVax Enters into a Definitive Agreement to be Acquired by XOMA Royalty for $1.95 in Cash per Share Plus a Contingent Value Right Price per share a little bit less than I calculated but the CVR has some good and long term structure. Quite good success rate from February. $EPIX getting pressure to liquidate $KROS announced SA and getting pressure as well $THRD will liquidate $CRGX pivoted to real strategic alternatives assessment $HLVX - no real news since"
X Link 2025-08-04T11:10Z [----] followers, [----] engagements

"$LVTX $XOMA XOMA Royalty Enters into Agreement to Acquire LAVA Therapeutics for Between $1.16 and $1.24 Per Share in Cash Plus a Contingent Value Right Seems low on the first look but the partnered Assets are quite interesting $PFE and $JNJ"
X Link 2025-08-04T11:41Z [----] followers, [----] engagements

"Its funny how a shitty CVR like $CRGX has the same value right now like $LVTX ones which can pay multiples and has 10-year payout time frame People are often influenced by the stock price and do not calculate whats the real value behind that"
X Link 2025-08-04T19:08Z [----] followers, [----] engagements

"$PMVP PMV will host an investor webinar on Wednesday September [--] [----] at 8:00 AM ET to review Phase [--] PYNNACLE clinical trial interim analysis This interim analysis will include data for approximately [--] patients who have had at least [--] weeks of follow-up of which approximately 45% are in the ovarian cancer cohort. Nice setup here from risk reward perspective. Trading below net cash and clean balance sheet. Already posted the last months about this stock. https://twitter.com/i/web/status/1953436819376505318 https://twitter.com/i/web/status/1953436819376505318"
X Link 2025-08-07T12:43Z [----] followers, [----] engagements

"Is the biotech market pricing in some aggressive MFN discussion or proposal Three days in a row the $XBI gets crushed despite good earnings and normal trading in other sectors. Its a little bit head scratching right now"
X Link 2025-08-07T15:02Z [----] followers, [----] engagements

"$KROS has become a bad joke. The company appears to be doing virtually nothing. The KER-065 study wrapped up at the start of Q2 and the Cibotercept program has been on hold since last winter. Despite having no active clinical trials they managed to burn through $40 million in operating losses. At this stage Keros should be a lean operation with maybe five employees outsourcing all study work. Instead of cutting excess headcount they eliminated one C-level role while promoting three others. Most notably the CEO is now also taking on the title of President apparently as a reward for his"
X Link 2025-08-08T13:31Z [----] followers, [----] engagements

"Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around $7$7.50. I opened my position a few days ago at $4 but I believe the stock is still attractive in the low $5 range. $GBIO - Trading +20% in after hours. [--] mio market cap at close today. Has some liabilities regarding leases but manageable and already sueing their landlord to get out of the contract. Could get an activist target maybe."
X Link 2025-08-13T09:15Z [----] followers, [----] engagements

"Very nice development today. Lets go $GBIO Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around $7$7.50. I Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around $7$7.50. I"
X Link 2025-08-13T14:15Z [----] followers, [----] engagements

"$GBIO I am out here above [---] US$. Thanks for playing. Over and out Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around $7$7.50. I Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around"
X Link 2025-08-13T15:47Z [----] followers, [----] engagements

"The next [--] hours everybody will talk about 13Fs and at the end nobody is more intelligent then before. Who cares what investor ABC owns two months ago"
X Link 2025-08-14T19:03Z [----] followers, [----] engagements

"$EOLS I like my entry in the low 6s here. When I compare $RVNC P/S multiples with $EOLS multiples today isn't $EOLS super cheap here $EOLS is on multiples $RVNC was bought after the massive haircut due to patent and license problems. Why should nobody come for $EOLS I mean this company has some real products and a When I compare $RVNC P/S multiples with $EOLS multiples today isn't $EOLS super cheap here $EOLS is on multiples $RVNC was bought after the massive haircut due to patent and license problems. Why should nobody come for $EOLS I mean this company has some real products and a"
X Link 2025-08-20T12:05Z [----] followers, [----] engagements

"$ARVN I think change is needed but the discount to net cash is not that huge and so far the company is not really interested in shareholder views. [--] Mio. US$ burn per quarter is really shameful. Even $KROS was not that wild. $ARVN-@AndrewRangeley Yet Another Value Blog is out with a compelling letter to the board calling out the wide discount to cash and misalignment of Mgmt and shareholders. https://t.co/5wgc1sGtIn $ARVN-@AndrewRangeley Yet Another Value Blog is out with a compelling letter to the board calling out the wide discount to cash and misalignment of Mgmt and shareholders."
X Link 2025-08-25T18:42Z [----] followers, [----] engagements

"$CYTK hit primary and 5/6 secondaries vs metoprolol - nice results"
X Link 2025-08-30T07:30Z [----] followers, [----] engagements

"Nice summary of the $PMVP case here. Still owning some shares since my first posts [--] months ago but trimmed a bunch after more than 50% gains. $PMVP is a micro-cap biotech that looks like another cash-burning science project but this setup is way more interesting. Two distinct ways to win and an imminent catalyst (Phase [--] trial readout tomorrow)👇 $PMVP is a micro-cap biotech that looks like another cash-burning science project but this setup is way more interesting. Two distinct ways to win and an imminent catalyst (Phase [--] trial readout tomorrow)👇"
X Link 2025-09-09T14:29Z [----] followers, [----] engagements

"$PMVP with a way to approval here in ovarian cancer"
X Link 2025-09-10T11:11Z [----] followers, [----] engagements

"$PMVP Ding Dong - nice one $PMVP with a way to approval here in ovarian cancer https://t.co/rJsY5kqO1G $PMVP with a way to approval here in ovarian cancer https://t.co/rJsY5kqO1G"
X Link 2025-09-10T11:24Z [----] followers, [----] engagements

"$PMVP +200% since this post in two months :) I think $PMVP could be an interesting situation here in the next weeks with multiple ways to earn money. @Biotenic featured it quite well below. They also had a big headwind in their last annual meeting with more withold votes than for votes. Shareholders are frustrated. I think $PMVP could be an interesting situation here in the next weeks with multiple ways to earn money. @Biotenic featured it quite well below. They also had a big headwind in their last annual meeting with more withold votes than for votes. Shareholders are frustrated"
X Link 2025-09-10T11:26Z [----] followers, [----] engagements

"$GLUE I find that crazy. Company traded on cash value and receives now 40% of market cap in one time upfront plus [---] billion in biobucks for assets which were unknown before. I like $GLUE Announces Collaboration with $NVS for Degraders to Treat Immune-mediated Diseases. $120M upfront. https://t.co/W22SejDk74 $GLUE Announces Collaboration with $NVS for Degraders to Treat Immune-mediated Diseases. $120M upfront. https://t.co/W22SejDk74"
X Link 2025-09-15T11:07Z [----] followers, [----] engagements

"$ARVN Arvinas and Pfizer plan to jointly select third party for the out-licensing and commercialization of vepdegestrant Additional cost optimization measures expected to realize total annual savings of more than $100 million compared to FY [----] Board authorizes stock repurchase program of up to $100 million Reaffirms cash runway guidance through the second half of [----] Reducing the Company's workforce by an additional 15% to streamline operations with the most significant reductions being roles related to vepdegestrant commercialization; and Proactively managing pipeline cost by seeking"
X Link 2025-09-17T20:35Z [----] followers, 10.1K engagements

"$ARVN I find this story embarrassing. The company could easily increase their market value by 50-100% in 6-12 months by doing the obvious right things and building really good IRRs for everyone. But instead they hold on to early stage stuff nobody cares about and by the way they are ONLY financed until end of [----] with [---] Mio. US$ Cash. Thats 200-250 million cash burn a year (assuming [---] Mio buyback). Can someone explain me how this early stage pipeline (without vepdegestrant) is so expensive And who with a clear mind in the board or as financial advisor thinks that these conclusion of the"
X Link 2025-09-17T21:39Z [----] followers, [----] engagements

"$PRTA a beauty today. Real strength in this intraday chart. Looks like somebody knows something or wants a position badly"
X Link 2025-09-24T19:15Z [----] followers, [----] engagements

"$GUTS directly the capital increase Fractyl Health Announces Pricing of $60 Million Underwritten Offering of Common Stock at a price of $1.00 per share"
X Link 2025-09-26T11:07Z [----] followers, [----] engagements

"If you dont pre-announce your data in this market its obviously a bearish signal. $MLTX"
X Link 2025-09-28T16:13Z [----] followers, [----] engagements

"Thats funny and should feed the $KRON CVR again which already paid out huge. Sadly no information regarding the price but as far as I understand it they bought the whole pipeline. Ignota Labs Acquires $KRON Clinical Pipeline. Kronos once valued at $3.5B Had Two Phase [--] Stage Assets. https://t.co/tgkHtn8RRJ Ignota Labs Acquires $KRON Clinical Pipeline. Kronos once valued at $3.5B Had Two Phase [--] Stage Assets. https://t.co/tgkHtn8RRJ"
X Link 2025-10-06T06:06Z [----] followers, [----] engagements

"$PALI and $ABVX nice morning"
X Link 2025-10-06T09:30Z [----] followers, [----] engagements

"@semodough They also reduced their personell by 50% and will have important poc data end of the year. A little bit comparable to $NKTX. Also autoimmune diseases"
X Link 2025-10-07T19:35Z [----] followers, [---] engagements

"$JNJ in Talks to buy $PTGX"
X Link 2025-10-10T15:14Z [----] followers, 14.6K engagements

"I think thats super bullish for $ABVX as it shows how valuable the UC market is. $JNJ in Talks to buy $PTGX $JNJ in Talks to buy $PTGX"
X Link 2025-10-10T15:23Z [----] followers, 12.9K engagements

"$TVRD This thing is done"
X Link 2025-10-13T11:38Z [----] followers, 10.6K engagements

"$TVRD Cash is 3-4 US$ per share $TVRD This thing is done https://t.co/WmsnQhJEEp $TVRD This thing is done https://t.co/WmsnQhJEEp"
X Link 2025-10-13T11:40Z [----] followers, [----] engagements

"$KROS Congrats @Biohazard3737 and thanks for fighting for all of us even if this was probably not the desired final results. Sometiems its better to accept an okayish deal as to fight for years"
X Link 2025-10-15T10:39Z [----] followers, [----] engagements

"Always nice to read your summary Would be cautious at $TVRD. No short shares available and some trading groups try to push it. I do not like these shorts where no more shares are available. From a valuation perspective I am clearly with you. $TVRD need to be at [--] or [--] (Which would also be good food for my -ev basket ;)) but its hard to get it there when everybody is already short"
X Link 2025-10-17T11:37Z [----] followers, [----] engagements

"$KROS Tender offer will not have an odd lot advantage"
X Link 2025-10-20T10:16Z [----] followers, [----] engagements

"$ALEC halted"
X Link 2025-10-21T20:02Z [----] followers, 11.1K engagements

"$ALEC fail of Phase [--] study of Latozinemab in slowing FTD-GRN progression $ALEC halted $ALEC halted"
X Link 2025-10-21T20:13Z [----] followers, [----] engagements

"Thats quite interesting for the $LVTX CVR. All assets from $LVTX are based on V9V2-TCR. Could be a kind of validation and improve success for the already outlicensed assets to $PFE and $JNJ as well as the remaining own assets. I still think that the market is undererstimating the cash out rates. Gammadelta T cells FTW $IPN.PA buying Imcheck for EUR350m. Approach seems not dissimilar to the now departed $LVTX Gammadelta T cells FTW $IPN.PA buying Imcheck for EUR350m. Approach seems not dissimilar to the now departed $LVTX"
X Link 2025-10-22T16:48Z [----] followers, [----] engagements

"Crazy thought: what if $VTYX ultimately has a pill that could help against neurodegenerative diseases and at the same time dial down whole-body inflammation and cut CV events Kinda sounds like a wonder pill. $BIOA"
X Link 2025-10-22T20:46Z [----] followers, [----] engagements

"Bye $NTLA intellia https://t.co/uCIGgKX44B intellia https://t.co/uCIGgKX44B"
X Link 2025-10-29T20:25Z [----] followers, [----] engagements

"I can not add much to @AnotherBio as his summary is outstanding I think $XOMA is using a non-profit subsidary for tax reasons. There are probably some advantages out of this structure. I understand that one might have limited confidence in a non-profit subsidiary of XOMA but I believe the entity has sufficient creditworthiness. RPTX will have assessed this thoroughly before agreeing to the transaction. https://twitter.com/i/web/status/1995511214462337237 https://twitter.com/i/web/status/1995511214462337237"
X Link 2025-12-01T15:12Z [----] followers, [---] engagements

"$NEUP - new offer by LYNX1 to buy the company. [----] US$ as starting point"
X Link 2025-12-02T13:34Z [----] followers, [----] engagements

"$KZIA - Nice investor list"
X Link 2025-12-02T14:36Z [----] followers, [----] engagements

"$BIOA Strong target engagement: BGE-102 achieved 90-98% suppression of IL-1 a cytokine directly downstream of NLRP3 at Day [--] High brain penetration: BGE-102 doses of [--] mg and higher exceeded target IC90 levels in cerebrospinal fluid (CSF) at Day [--] wow https://ir.bioagelabs.com/news-releases/news-release-details/bioage-announces-positive-interim-phase-1-data-bge-102-novel https://ir.bioagelabs.com/news-releases/news-release-details/bioage-announces-positive-interim-phase-1-data-bge-102-novel"
X Link 2025-12-04T14:05Z [----] followers, [----] engagements

"Took some time but paid off Nice development at $BIOA here. If you like $VTYX also take a look at $BIOA. Same drug mechanism via NLRP3 Inhibitor as $VTYX. Data also coming in 2nd half [----] https://t.co/n6JlPEhhqJ If you like $VTYX also take a look at $BIOA. Same drug mechanism via NLRP3 Inhibitor as $VTYX. Data also coming in 2nd half [----] https://t.co/n6JlPEhhqJ"
X Link 2025-12-04T14:18Z [----] followers, [----] engagements

"$STAA $ALC - Amended agreement - New price [-----] US$"
X Link 2025-12-09T13:32Z [----] followers, [----] engagements

"$CRBP - I don't know what to think about these data. Thats the ITT population at [---] mg"
X Link 2025-12-11T12:08Z [----] followers, [----] engagements

"@orrdavid Congrats Part of $ORR from the first day"
X Link 2026-01-26T09:53Z [----] followers, [----] engagements

"Is there any reason why $EOLS trades at these depressed prices They trade on [---] P/S NTM sales and prognosing positive net operating Income (Non GAAP) for [----]. Competitor Revance got taken out in [----] at 2.6x EV/S last year despite high debt burden and complicated license topics. There are probably some people here who remember this shit show of a deal. $GALD Galderma trades 7x+ sales and 30x P/E If $EOLS simply executes the re-rate should be violent. The pipeline is just starting and especially the european market is growing right now and here they are just brand new in the game. Even with"
X Link 2026-01-30T16:18Z [----] followers, [----] engagements

"Congrats @docrodwong - $RTW"
X Link 2025-09-24T12:22Z [----] followers, 13.9K engagements

"@docrodwong $RTW congrats Could be time for an more aggressive buyback or other form of dividend $RTW.LN $MRUS at 1.1% another decent win here congratz 👍 $RTW.LN $MRUS at 1.1% another decent win here congratz 👍"
X Link 2025-09-29T06:38Z [----] followers, [---] engagements

"$RTW on a streak here the last weeks. Portfolio as of 30th August so before $QURE and co. $AKRO $QURE $TARS $STOK $RNA Its wild Probably trading with more NAV discount then the last months after this brutal wins"
X Link 2025-10-09T10:35Z [----] followers, [----] engagements

"$ACHL made public that their R&D Tax credits are hard cash. That makes the good balance even much better :) I am long here since 0.8$ $ACHL wonder when we will hear if they can get a deal. Merger or something Give back cash would be ideal https://t.co/0Dw6T95Y9c $ACHL wonder when we will hear if they can get a deal. Merger or something Give back cash would be ideal https://t.co/0Dw6T95Y9c"
X Link 2024-11-14T15:47Z [----] followers, [----] engagements

"$ACHL thats [----] US$ per share cash on top in their balance sheet I do not know what they will do in the future but a liquidation or some other form to use their R&D tax credits should bring the share price to more than [----] US$. Their pipeline is empty. https://www.globenewswire.com/news-release/2024/12/24/3001719/0/en/Achilles-Therapeutics-Announces-Sale-of-Technology-Assets-to-AstraZeneca.html https://twitter.com/i/web/status/1871573665537560824 https://www.globenewswire.com/news-release/2024/12/24/3001719/0/en/Achilles-Therapeutics-Announces-Sale-of-Technology-Assets-to-AstraZeneca.html"
X Link 2024-12-24T15:08Z [----] followers, 17.9K engagements

"$ACHL will liquidate. Distribution between [----] and [----] US$ :) Boom Sometimes its really easy $ACHL thats [----] US$ per share cash on top in their balance sheet I do not know what they will do in the future but a liquidation or some other form to use their R&D tax credits should bring the share price to more than [----] US$. Their pipeline is empty. $ACHL thats [----] US$ per share cash on top in their balance sheet I do not know what they will do in the future but a liquidation or some other form to use their R&D tax credits should bring the share price to more than [----] US$. Their pipeline is"
X Link 2025-02-04T12:10Z [----] followers, 19.8K engagements

"If I wish for it often enough will more companies liquidate that are trading 50% below their net cash in 6-12 months like $ACHL $EPIX $HLVX $THRD $CRGX $KROS"
X Link 2025-02-11T16:00Z [----] followers, 16.4K engagements

"Two (external) liquidations in two weeks in my portfolio $ALLK $THRD and a third one with $ACHL in the last [--] months. Who would have thought some time ago that this stuff would boost my performance that much Hopefully more companies will follow this approach"
X Link 2025-04-14T11:20Z [----] followers, [----] engagements

"@Lordvultures @docrodwong Interestingly you can buy $QURE for a minor premium with $RTW indirectly in contrast to buying them on the open market"
X Link 2025-09-24T12:25Z [----] followers, [---] engagements

"Sold yesterday my $FRLN position for 55$+. Market gives you wild volatility"
X Link 2023-11-21T16:44Z [----] followers, [---] engagements

"SEC Filing https://www.sec.gov/Archives/edgar/data/1191935/000121465923015813/r1129232sc13d.htm https://www.sec.gov/Archives/edgar/data/1191935/000121465923015813/r1129232sc13d.htm"
X Link 2023-11-30T22:26Z [----] followers, [---] engagements

"That took long for $ACHL to realize that their asset is not worth the money. Finally announced SA today. So which cash rich Bio Stock is the next one $BOLT $SEER $SPRB $ACHL So which cash rich Bio Stock is the next one $BOLT $SEER $SPRB $ACHL"
X Link 2024-09-19T11:27Z [----] followers, [----] engagements

"@john_bresnahan On the other side LianBio got [---] mio. US$ from $BMY and for their camzyos rights in China plus parts of Asia. And the asset was already in NDA-stage. So including milestones and upfront $CYTK will probably have the better deal comapring the market size"
X Link 2024-11-19T08:51Z [----] followers, [---] engagements

"And $RTW again - LOL"
X Link 2025-10-10T15:55Z [----] followers, [----] engagements

"If true next home run for $RTW. What a winning streak for them this year. Wow Damn GGs $rna longs I had my doubts. $70 is a pretty good price too. $xbi 1st of many till JPM https://t.co/aXTFzSVnFu Damn GGs $rna longs I had my doubts. $70 is a pretty good price too. $xbi 1st of many till JPM https://t.co/aXTFzSVnFu"
X Link 2025-10-26T15:18Z [----] followers, [----] engagements

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