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@NightOwlBiotech Night Owl Biotech Research Group

Night Owl Biotech Research Group posts on X about $xbi, $ibb, $sndx, dawn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX +30%
X Month XXXXXX +28%
X Months XXXXXXX -XXXX%
X Year XXXXXXX +399%

Mentions: XX #

X Week XX -XX%
X Month XXX +207%
X Months XXX +203%
X Year XXX +805%

Followers: XXXXX #

X Week XXXXX +0.66%
X Month XXXXX +6.10%
X Months XXXXX +64%
X Year XXXXX +401%

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXXX% currencies XXXX%

Social topic influence $xbi #11, $ibb #3, $sndx #4, dawn #1061, $incy #5, $legn #3, $nuvb #2, $dawn #5, $gern #4, $tars #4

Top accounts mentioned or mentioned by @linanthony89732 @n_hatami @nhatami @pistrolas @seedy19tron @towiu2 @sully25259 @taeyoon43334145

Top Social Posts

Top posts by engagements in the last XX hours

"$SNDX trades @ the lowest revenue multiple in comm'l-stage oncology by a large margin & v. peer non-oncology $LEGN trades @ 2nd lowest multiple followed by $JAZZ $ZYME trades @ the highest multiple. $BBIO reported compelling data this AM $PGEN $NUVB $IMCR $EXEL $MESO $ARQT"
X Link 2025-10-29T17:32Z 1667 followers, 3918 engagements

"Odds are $DAWN will fail with $MRSN. It used to be considered wisdom to sell after approval. $GERN is down XX% after waiting for the MDS read X years later. $IMCR we wait for adv melanoma read Consolidation should be encouraged. Everyone wins incl shareholders & cost control"
X Link 2025-11-16T14:54Z 1667 followers, 4741 engagements

"Updated valuation related data points for all comm'l-stage oncology focused bios w/MCs from $300MM-$6B $LEGN $TLX $GERN $AUTL trading w/in XX% of 52-week lows $DCTH too but $25MM share buyback $NUVB $ZYME higher analyst est $IBRX $XFOR $ADCT $VSTM $RIGL $DAWN $IOVA $KURA $XBI"
X Link 2025-11-23T02:08Z 1667 followers, 1538 engagements

"$LEGN hit a 52-week low today while the $XBI & $IBB are @ multi-year highs LEGN trades @ 0.17X cumulative 10-year analyst consensus. The X peers with like revenue forecasts were acquired for XXXX to 0.49X. LEGN's Year X multiple is just as absurd. $JNJ Everyone wins in M&A"
X Link 2025-11-25T01:12Z 1667 followers, 2181 engagements

"SP chge for all XXX new comm'l-stage non-oncology focused bios since 1/1/13 (sorted by appr date). XX M&A XX bankruptcies XX still independent Winners $INSM (up 1200%) $VCEL 1050% $CPRX XXX% $LQDA $ADMA $ALNY $TARS $MIRM $RYTM $TGTX $ZEAL $NBIX $BBIO $ETON $ARGX $CRMD"
X Link 2025-11-30T22:36Z 1667 followers, 2172 engagements

"Comm'l-stage oncology focused bio value data points @ 12/1/25 ($1B+ MCs) $NVCR already @ the lowest multiple before C-suite shake up $SNDX presenting @ Evercore 12/4. Off 3.5%. Head fake or $INCY $JAZZ & $LEGN $ONC $GMAB $EXEL $NUVB $KURA $URGN $ZYME $IMCR $IBRX $IBB $XBI"
X Link 2025-12-01T22:32Z 1667 followers, 1068 engagements

"If $FOLD prevails (A BIG IF) & the Autobindo overhang is eliminated would FOLD trade @ revenue multiples consistent w/peers w/similar projected revenues Analysts forecast FOLD to generate more revenues than $CRSP $MIRM $KRYS $RYTM & $ADMA yet FOLD has a lower MC $XBI $IBB"
X Link 2025-09-16T20:46Z 1667 followers, 1531 engagements

"$XBI has traded up XX days in a row record since 12/31/21 up 11%. Record was X days 7/16/25 List of comm'l-stage bios up 10%+ & those down last XX days. Read scope Winners (excl $MRUS) $ADCT $SRPT $TARS $CHRS $NUVB $CRSP Bios Down $ARDX $HROW i.e. Melt $PCRX $AUPH $PGEN $AVDL"
X Link 2025-10-10T02:26Z 1667 followers, 1650 engagements

"$MRUS filed their 14D9 filing today that includes their revenue forecast provided $GMAB. Attached is a snapshot of the forecast & a comparison to analyst consensus & $PTGX It's our experience forecasts are closer excl $BPMC $IDYA $ACLX $RVMD $ONC $LEGN $EXEL $INCY $IBRX $IMCR"
X Link 2025-10-21T17:39Z 1667 followers, 1916 engagements

"$AUPH $ARDX & $BCRX 10-year analyst consensus estimates ARDX is forecast to generate 1/2 the revenues of ARDX/BCRX yet trades at the highest market cap ARDX & BCRX generate gross margins in the high 90s to AUPH 80s. Does this have something to do w/FDA request $IBB $XBI"
X Link 2025-11-12T23:38Z 1667 followers, 3112 engagements

"$NUVL analyst consensus revenue estimates v $MRUS (as of date the acquisition was announced) & MRUS mgmt prepared forecasts. We're merely sharing data. This is not investment advice. $GMAB $XBI $IBB $NBI $IBBQ"
X Link 2025-11-30T02:05Z 1667 followers, 1417 engagements

"$NBIX Crenessity sales were $98MM in its 3rd full calendar quarter on the market (see comp to X peers X M&A exits) incl $MDGL Note most peers were acquired for 100-140X 3rd quarter sales. This suggests Crenessity c/b worth the same multiple (excl Ingrezza) $VRNA $XBI $IBB"
X Link 2025-12-07T18:06Z 1667 followers, 1335 engagements

"Updated FY26-28 revenue multiples for all comm'l-stage oncology focused bios w/MCs north of $350MM @ 8/22/25 We'd guess (that's all it is) $SNDX is the most likely near-term M&A candidate $INCY $RIGL has doubled since their Q225 CC $EXEL $JAZZ $ADCT $DCTH $AUTL $VSTM $DAWN"
X Link 2025-08-23T14:19Z 1667 followers, 3765 engagements

"Comm'l-stage oncology & non-oncology ($100MM+) M&A for 1st approvals since 1/1/13 The odds are overwhelming shareholders are best served via M&A exit post approval. There are few exceptions like $ASND $INSM $CPRX Label extensions $IOVA $GERN $INVA $BCRX $NVAX $PHAR $ARDX $IBB"
X Link 2025-09-21T22:41Z 1667 followers, 2447 engagements

"History of changes in share price since 1st FDA approval for all XX new comm'l-stage oncology focused bios since 1/1/13 M&A exit within X years of approval appears overwhelmingly the best strategy to maximize shareholder value $SNDX $IOVA $DAWN $ONC $FENC $AUTL $GERN $XFOR"
X Link 2025-11-04T13:57Z 1667 followers, 2709 engagements

"Even @ $17.05/share $SNDX trades at a material discount to its hypothetical M&A valuation using peer Year X M&A revenue multiples cited by Centerview Partners as appropriate for $SWTX (not SNDX) Note X of X SWTX peers were acquired for XXX - 5.2X Year X ests $INCY $XBI $IBB"
X Link 2025-11-11T17:15Z 1667 followers, 3118 engagements

"$KURA is the 61st comm'l-stage oncology focused bio since 1/1/13. Here's what happened to the share prices of all XX since X day post approval The evidence is overwhelming shareholder value is maximized via sale within X years Good luck $DAWN $PBYI GTHX DCPH YMAB etc $IBB $XBI"
X Link 2025-11-13T16:58Z 1668 followers, 2854 engagements

"All new comm'l-stage (oncology & non focused) bios with 1st appr since 1/1/20 ($900MM-$6B MC) incl EV Still apparent non trades higher than oncology $AUPH $MIRM $QLDA & $ARQT trade @ highest FY29 multiples $SNDX $IOVA trade @ lowest FY29 multiples $IMCR $TVTX $KNSA $XBI $IBB"
X Link 2025-11-16T17:50Z 1668 followers, 1085 engagements

"Historic comm'l-stage bio M&A valuation v revenue forecasts We have a 3rd peer group (those forecast to get to north of $3B in sales by year 10) Virtually all (in all groups) are acquired for XXXX - 0.40X cumulative 10-year revenue forecasts $TVTX $FOLD $MIRM $ARWR $TARS $MESO"
X Link 2025-11-19T03:00Z 1668 followers, 2698 engagements

"Comm'l-stage oncology continues to trade @ lower multiples than non What are we missing $AXSM $RYTM $TGTX $MIRM $ARQT $TARS $KNSA $TVTX $LQDA $APLS $SLNO $AUPH $MESO $INVA $PGEN $BCRX $ARDX $PHAT $LEGN $TLX $NUVB $IBRX $IMCR $ZYME $URGN $KURA $IOVA $DAWN $VSTM $GERN $XBI $IBB"
X Link 2025-11-23T16:08Z 1667 followers, 1508 engagements

"$INSM 10-year analyst consensus revenue estimates v. the 10-year revenue forecast $SGEN provided $PFE when acquired for a $42B enterprise value SGEN forecast $66.5B in 10-year sales. Analysts project $60B for INSM INSM's market cap is higher than SGEN M&A EV $XBI $IBB"
X Link 2025-11-26T14:22Z 1667 followers, XXX engagements

"$NBIX Crenessity sales by qtr post launch v $VRNA $IMGN (both acq for $10B) & $MDGL Graph does not consider Ingrezza sales @ $2.5B/year If new drugs are worth some multiple &/or NPV of actual sales then is Crenessity by itself worth about the same as VRNA/IMGN $XBI $IBB"
X Link 2025-11-28T14:00Z 1667 followers, XXX engagements

"Ojemda v Vonjo US product sales by qtr post launch. $DAWN analyst estimates v $CTIC mgmt/BOD included DAWN is rumored to be in M&A neg. CTIC/Vonjo (acq for $1.7B EV) appears the best peer as patent life @ approval are very close DAWN appears worth 10-20% more in EV $XBI $IBB"
X Link 2025-12-08T23:50Z 1667 followers, 1020 engagements

"$SNDX 10-year analyst consensus revenue ests v. X peer M&A trx The average peer was acquired for 0.348X 10-year mgmt prepared revenue forecasts. If SNDX were hypothetically acq @ the same 0.348X multiple that would be $3.941B in enterprise value O/c this c/b wrong $XBI $IBB"
X Link 2025-12-09T14:20Z 1667 followers, 1000 engagements

"$SNDX FY25-FY34 analyst consensus revenue estimates v. $RYTM $OCUL & $LQDA. Raw data bottom right SNDX forecast to outsell OCUL & LQDA but trades @ XX% the MC WTF SNDX is forecast to generate same revenues as RYTM next X years yet trades @ 1/5th the MC $XBI $INCY $IBB $NBI"
X Link 2025-09-16T14:02Z 1665 followers, 5072 engagements

"FY26 & cumulative 10-year revenue multiples of all comm'l-stage oncology focused bios with market caps $1.0B+ $SNDX trades @ the lowest multiple in the peer group. SNDX has a 10/25/25 PDUFA. A CRL will result in lower revenue forecasts $ONC $GMAB $INCY $EXEL $NUVB $JAZZ $LEGN"
X Link 2025-10-23T18:23Z 1667 followers, 4726 engagements

"In its 9/11/25 IR deck $RPRX notes Niktimvo's 5-year consensus is up XX% since its $350MM purchase of a XXXX% royalty valuing Niktimvo @ $2.54B as a royalty Does this mean Niktimvo is worth XX% more $SNDX owns XX% of Niktimvo subject to RPRX's XXXX% share $INCY $IBB $XBI"
X Link 2025-10-27T16:44Z 1666 followers, 2777 engagements

"$DAWN Ojemda US product sales by quarter post launch v $CTIC & $ZGNX who were both acquired for enterprise values of $1.7B This is not investment advice. $NBI $XBI $IBB"
X Link 2025-11-05T17:33Z 1666 followers, 1575 engagements

"$ARQT v $SNDX analyst consensus thru FY31 are almost identical SNDX (oncology) trades for less than 1/2 ARQT (non) market cap SNDX gross margins = XX% YTD v XX% for ARQT We're not bashing ARQT that's done everything right but highlighting disconnect $XBI $IBB $NBI $INCY"
X Link 2025-11-18T17:49Z 1667 followers, 1298 engagements

"$RPRX inv day pres w/changes in 5-year consensus for their portfolio incl Niktimvo $SNDX & Rytelo $GERN If Niktimvo's projected revenues are XX% higher now v when RPRX made its investment @ a $2.536B val (AS A ROYALTY) does that mean Niktimvo's val is XX% higher Why/why not"
X Link 2025-11-19T01:38Z 1666 followers, 1345 engagements

"Valuation related data pts for most new comm'l-stage non-oncology focused bios $TVTX is way up yet still trades @ lower multiples than peers. $LGND multiples are "off-the-charts" yet many cite low forecasts (from royalties incl TVTX) $FOLD update on generic $BCRX $APLS $SLNO"
X Link 2025-11-23T22:50Z 1666 followers, 1051 engagements

"Rats. I'm sorry we forgot to move $AVDL to acquired.and a XX% outlier at that (not sold within XX months)"
X Link 2025-11-30T22:36Z 1666 followers, XXX engagements

"Comm'l-stage oncology focused M&A has been active averaging 1+ per qtr the last X years. There are dry spells (10 mos btwn $DCPH & $CKPT) $KPTI is a textbook example why oncology bios should exit after appr Our M&A picks $SNDX $URGN $DCTH $CHRS $FENC $PBYI $TLSI $ADCT $VSTM"
X Link 2025-12-06T21:09Z 1666 followers, 1049 engagements

"@linanthony89732 @n_hatami Yes but remember the table compares Ojemda forecasts today versus Vonjo forecasts prepared at the time of the acquisition. It's my experience most of these drugs never live up to forecasts prepared at the time. This is another reason DAWN should sell itself"
X Link 2025-12-09T21:49Z 1666 followers, XX engagements

"$LGND projected revenue/EPS multiples v. $RPRX $XOMA $XNCR LGND is up XX% last X mos but now trades @ multiples 2X+ higher than peers. We're not suggesting a short as losses are infinite but. LGND holds equity positions where value may not manifest in revenues $XBI $IBB"
X Link 2025-10-04T22:27Z 1668 followers, 1674 engagements

"$FOLD continues to trade at lower revenue multiples than peer comm'l-stage bios with like sales dollar forecasts gross margin profiles & patent lives incl $MIRM $TARS & $KNSA FOLD is defending its patent v. a generic manufacturer. Should FOLD win (like $TEVA) $IBB $NBI $IBBQ"
X Link 2025-10-21T19:55Z 1667 followers, 1705 engagements

"$CRMD DefenCath product sales by quarter post launch v the same from $TGTX $AXSM $ARQT & $TARS CRMD is outselling all X but trades at a fraction of all X market cap This is not to bash the X but to understand the disconnect. Sincere guidance appreciated $XBI $IBB $NBI $IBBQ"
X Link 2025-11-13T21:39Z 1667 followers, 3860 engagements

"$SNDX market cap as a multiple of FY26-29 revenues v X peer comm'l-stage non-oncology with very roughly the same profile. SNDX YTD gross margins = XX% $SLNO $TARS $LQDA $AUPH $ARQT $XBI $IBB $NBI"
X Link 2025-11-21T20:53Z 1668 followers, 2241 engagements

"$NUVB analyst consensus revenue estimates v. the same for $MRUS the day acquired by $GMAB for an EV of $7.3B & MRUS mgmt's forecast Analysts project NUVB to generate XX% MRUS sales @ peak yet its MC = 40%. This is not investment advice. NUVB estimates c/b fiction $IBB $XBI"
X Link 2025-12-07T16:45Z 1667 followers, 1230 engagements

"$NBIX v X peers with like profiles (see our earlier post). NBIX appears to trade @ respectable multiples $CORT does as well but will transition to oncology focused. $RYTM appears rich but near term PDUFA & P3 read $ASND $IONS $BMRN $BBIO $MDGL $AXSM $PTCT $XBI $IBB $IBBQ"
X Link 2025-12-08T13:57Z 1667 followers, 1068 engagements

"Comm'l-stage oncology focused bio valuations multiples & other data points A $JNJ acq of $LEGN @ $40/share would yield an IRR of XX% assuming XX% gross margins on Carvykti consensus just thru FY32. Much more to come. $INCY $SNDX $ONC $AUTL $RIGL $ADCT $GERN $IOVA $KURA $NUVB"
X Link 2025-12-13T02:43Z 1668 followers, XXX engagements