@RazBioTech Rasmus H

Rasmus H posts on X about $ocul, market, $eypt, $mist the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

[--] Week [-----] +49%
[--] Month [------] +869%
[--] Months [------] +166%
[--] Year [------] +88%

Mentions: [--] #

[--] Month [--] -33%
[--] Months [--] +13%
[--] Year [--] +113%

Followers: [---] #

[--] Week [---] +0.81%
[--] Month [---] +3.50%
[--] Months [---] +6.10%
[--] Year [---] +10%

CreatorRank: undefined #

Social Influence

Social category influence finance stocks technology brands cryptocurrencies countries

Social topic influence $ocul, market, $eypt, $mist, mid, up to, $50m, share, $clsd, $xbi

Top accounts mentioned or mentioned by @zipjet @adam7477882377 @jeremyfalmouth @descartesidea @semodough @riderstocks @given2tweet @jnap5c @casback @vittuz1 @biostocks @quantumup1 @drugsmolecules @buysidebio @significant2025 @arhdan9 @bosstrading0 @wallstlobo @hispanicnomad @clinmean

Top assets mentioned Ocular Therapeutix, Inc. (OCUL) Mist (MIST) Synthetify (SNY) RAMP (RAMP) IDEAYA Biosciences, Inc. Common Stock (IDYA) CG Oncology, Inc. (CGON) Taraxa (TARA) Abivax SA (ABVX)

Top Social Posts

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

"The eye is difficult. [--] year performance: $OCUL (-47%) $EYPT (-58%) $CLSD (-76%) $PRQR (-88%) $KALA (-93%) $KOD (-94%). Just brutal"
X Link 2022-11-02T14:36Z [---] followers, [--] engagements

"$SNY acquiring $PRVB for $25/share a 270% premium. Proof that some bios in public markets really are undervalued. $XBI"
X Link 2023-03-13T07:48Z [---] followers, [----] engagements

"@zipjet Without knowing anything at all about the dynamics here my speculative guess is that its all unsophisticated retail"
X Link 2023-06-15T22:54Z [---] followers, [----] engagements

"Or they partner"
X Link 2023-06-21T08:58Z [---] followers, [---] engagements

"I think $OCUL leadership have executed this flawlessly. 100% ownership of a P3-asset that [--] months from now will be worth $5b zero dilution. Will money be tight Probably. Will they have to get an additional $50m at some stage Maybe. Who cares I love this outcome personally"
X Link 2023-08-07T21:50Z [---] followers, [----] engagements

"Its simply not possible to model a positive NPV for a pre-clinical or phase [--] asset that will se hundreds of millions of cost for [--] years followed by a commercial ramp"
X Link 2023-10-03T07:18Z [---] followers, [---] engagements

"I think investors forget what $EYPT did offloading an asset and what it did with their balance sheet when they assess $OCUL cash crunch. Dextenza is worth the equivalent of $OCUL entire mcap for a buyer. No idea if its a path theyll take though"
X Link 2023-11-07T07:36Z [---] followers, [----] engagements

"@given2tweet Yeah being long invalidates any argument one has being long of course didnt think about that Im saying its cheap even if he dilutes the shit out of current owners its ok not to agree"
X Link 2023-11-09T04:34Z [---] followers, [--] engagements

"$OCUL has an updated November deck. Subjective biased ber-optimistic - call the estimation whatever you like but JUST the DR indication is a multi billion dollar piece. Then add wAMD etc. I think Axpaxli is REALLY big"
X Link 2023-11-18T18:19Z [---] followers, [----] engagements

"Im so happy to be holding $OCUL. I really do think this is a $10b company in just a few years"
X Link 2024-06-14T05:47Z [---] followers, [----] engagements

"$4.4b annualised - if $OCUL proves itself with Axpaxli this is the benchmark. Not out of question for Axpaxli to change hands for $15b. Stars would need to align - but its within the realm of possibilities"
X Link 2024-09-03T05:01Z [---] followers, 18K engagements

"@zipjet @JNap5C Sorry can only infer from Vabysmos US marketshare in AMD which is 25% in DME its 18% and 8% in RVO. Axpaxli will have DR which looks big but clearly would ramp much slower and with a later start (none of which impacts peak sales)"
X Link 2024-09-21T18:59Z [---] followers, [---] engagements

"@Casback @semodough Im not read up on these forecasts but Axpaxli would enter a different environment (va Vabysmo) with generic Eylea etc so not out of question to bake in a slower ramp"
X Link 2024-10-02T05:39Z [---] followers, [---] engagements

"@rider_stocks Shareholders at the bottom of the hierarchy here. Some positive language in the release on continuing business as usual and Im interpreting the intention being to keep company intact and try to get through ramp up. Who knows what a new cap table would look like"
X Link 2024-11-14T08:11Z [---] followers, [--] engagements

"@Vittuz1 No they filed a month ago according to their press release and they said cease trade order would be revoked ok October 18th. Thats a month ago. Also all press releases regarding this is scrubbed from their website. Money likely gone. This feels like a [--] unfortunately"
X Link 2024-11-14T08:40Z [---] followers, [--] engagements

"@rider_stocks Problem is its all debt not equity so we might get nuked as holders of the common. Hope just like you for some traction in the ramp up. Clearly value there"
X Link 2024-11-14T10:21Z [---] followers, [--] engagements

"@semodough Very excited for March 27th. Long and strong $MIST"
X Link 2025-03-02T12:11Z [---] followers, [---] engagements

"$MIST this will clearly get to market question is now what sort of time this review cycle will take. Benchmarks anyone"
X Link 2025-03-28T11:13Z [---] followers, [----] engagements

"Has a huge position in $MIST. Knew it was a binary knew it was high risk. Holding on to all of it at a massive unrealised loss. It will get approved. Hopefully in [--] months. Issue (obviously) is financing overhang and with a $40m mcap theres no other way than brutal dilution"
X Link 2025-04-01T14:12Z [---] followers, [---] engagements

"Very interesting regulatory take on $OCUL $EYPT & $CLSD and their wAMD Phase [--] strategies https://retinatoday.com/articles/2025-may-june/fda-guidance-what-it-means-for-amd-trials https://retinatoday.com/articles/2025-may-june/fda-guidance-what-it-means-for-amd-trials"
X Link 2025-06-06T03:57Z [---] followers, 14.6K engagements

"@BioStocks $OCUL speculatively this is to finance a pivotal DR program to be announced on sep 30th"
X Link 2025-08-05T11:17Z [---] followers, [----] engagements

"Hmm not ideal. I do think $OCUL has a better asset a better team and judging by the relative marketcap so does the market. $EYPT LUGANO topline data Mid [----] LUCIA topline data Q3 [----] Looks like EYPT will beat OCUL to NDA by 6-9 months. $EYPT LUGANO topline data Mid [----] LUCIA topline data Q3 [----] Looks like EYPT will beat OCUL to NDA by 6-9 months"
X Link 2025-08-05T16:57Z [---] followers, [---] engagements

"Handy $OCUL guide for all dreamers out there $XBI"
X Link 2025-09-08T11:51Z [---] followers, [----] engagements

"@Quantumup1 $OCUL We also surveyed [--] retina specialists who think the TKIs could be used in over half of wAMD patients [--] years into launch. 🚀"
X Link 2025-12-09T11:52Z [---] followers, [----] engagements

"@drug_smolecules @buysidebio Being Swedish its sort of impossible to not have come across $clnk - another bet on this space as a macro trend - think toolset manufacturing raw materials.infrastructure for bio-convergence basically. Executing like crazy"
X Link 2021-04-06T16:42Z [---] followers, [--] engagements

"$CGON and $TARA (long) both have conference calls on dec 5th"
X Link 2024-12-03T17:25Z [---] followers, [----] engagements

"@significant2025 @Arhdan9 $MIST So is paradoxically sort of derisked clinically (FDA didnt raise any concerns) and just a time lag. The problem is of course that it results in a cash issue. Marketcap is $37m. Imagine what a secondary would do in terms of dilution. That is the problem. It would ruin all"
X Link 2025-04-06T22:23Z [---] followers, [---] engagements

"$idya down 4% at open makes zero sense but feel that those with patience to hold through q4 will be rewarded"
X Link 2025-09-08T13:54Z [---] followers, [---] engagements

"$OCUL post dilution per share"
X Link 2025-10-01T07:57Z [---] followers, [----] engagements

"Given yesterdays update assuming clinical success Vabysmo should be the absolute floor on what commercial uptake to expect. Takeout value is 4x peak. $OCUL wont change hands for less than $12b. $OCUL post dilution per share https://t.co/JIRdikA8Ru $OCUL post dilution per share https://t.co/JIRdikA8Ru"
X Link 2025-10-01T12:28Z [---] followers, [----] engagements

"$OCUL I havent decided if I like this. Market hates uncertainty and there must be a higher risk of CRL with this approach vs waiting. I understand downside risk is capped by that potential CRL being sort of instantly re-fileable (that time together with SOL-R data)"
X Link 2025-12-06T04:03Z [---] followers, [---] engagements

"It feels hasty (my a b c above) but is also an UNBELIEVABLE power move. Its gutsy aggressive and high stakes. Go to market in [---] vs filing mid [---] To be a fly on the wall where these decisions are made"
X Link 2025-12-06T04:03Z [---] followers, [---] engagements

"@BOSSTRADING0 $1.5m-$2m sounds huge unless this holder also owns $50m $OCUL common - which I think this is; hedging. Just speculation but timeline is contracting and bets are placed. Im locked and loaded long"
X Link 2026-01-12T17:37Z [---] followers, [----] engagements

"Roche doesnt name competitors by accident. Slowing Vabysmo + a shrinking branded anti-VEGF market makes a 6-month (or 9) dosing option highly compelling. Phase [--] is the gate. The logic is clear. $OCUL $ocul Ocular Therapeutix is nearing a pivotal wet AMD readout for its Axpaxli which is administered less frequently at six months between doses. Vabysmo allows for treatment intervals of up to four months. https://t.co/wtbtmlRsrg $ocul Ocular Therapeutix is nearing a pivotal wet AMD readout for its Axpaxli which is administered less frequently at six months between doses. Vabysmo allows for"
X Link 2026-01-30T06:49Z [---] followers, [----] engagements

"$OCUL investors are getting edgy. Speculation is rife. Stock is volatile. Options flow indecipherable. Ive been here before. Its all noise"
X Link 2026-02-04T19:10Z [---] followers, [----] engagements

"$OCUL some dry powder there"
X Link 2026-01-16T20:39Z [---] followers, [----] engagements

"@wallstlobo Who knows if its someone with a $50m equity position hedging. We know nothing"
X Link 2026-02-04T19:25Z [---] followers, [---] engagements

"@JeremyFalmouth @DescartesIdea Yeah could be a spread which makes it either a bearish bet (institutional likely given the size) or hedging - again - we dont know the intentions here. We dont know of this dude/dudette owns $50m common too. Even if bearish what does that mean There is also bullish flow"
X Link 2026-02-04T20:09Z [---] followers, [---] engagements

"Sothats the designer of SOL-1 stating that its possible that up to 70% of patients in the control arm could be rescue free at [--] months do I interpret that correctly $OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6 $OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in"
X Link 2026-02-09T05:18Z [---] followers, [----] engagements

"@zipjet Yes but will be interpreted as very bad by market. People will ask themselves if this is any better than the REAL SoC which is HD and Vabysmo. The delta needs to be larger for SOL-1 to be perceived a success by the market. But you are correct in that the study would succeed"
X Link 2026-02-10T02:44Z [---] followers, [---] engagements

"$OCUL SOL-1 @zipjet @RazBioTech https://t.co/rx0diA3VHv @zipjet @RazBioTech https://t.co/rx0diA3VHv"
X Link 2026-02-10T13:32Z [---] followers, [----] engagements

"@hispanicnomad PARAGUAY"
X Link 2026-02-12T04:11Z [---] followers, [---] engagements

"$OCUL SOL-1 @zipjet @RazBioTech https://t.co/rx0diA3VHv @zipjet @RazBioTech https://t.co/rx0diA3VHv"
X Link 2026-02-10T13:32Z [---] followers, [----] engagements

"@zipjet @RazBioTech"
X Link 2026-02-10T12:38Z [---] followers, [----] engagements

"$OCUL you got [--] monthly dose of Lucent and then treat PRN.and you didn't get reimburs until you got 20:40 or worse which is exactly the patient pop that we see in the comparator arm. So we're very very confident that 30-50% of patients that are going to lose [--] ltrs" 4/6"
X Link 2026-02-08T14:43Z [---] followers, [----] engagements

"$ocul Ocular Therapeutix is nearing a pivotal wet AMD readout for its Axpaxli which is administered less frequently at six months between doses. Vabysmo allows for treatment intervals of up to four months. https://www.fiercepharma.com/pharma/roche-eyes-busy-2026-vabysmo-undershoots-targets-tecentriq-fails-early-lung-cancer-study https://www.fiercepharma.com/pharma/roche-eyes-busy-2026-vabysmo-undershoots-targets-tecentriq-fails-early-lung-cancer-study"
X Link 2026-01-30T03:43Z [--] followers, [----] engagements

"I caught up on the $OCUL $SNY story to see if there was any readthrough to their $ABVX reporting. There was a ton of FUD after the article accusing La Lettre of being a pump and dump operation that is just manipulating stocks. (Or being manipulated by a pump n dumper.) While I'm not an expert in $OCUL after reviewing the story myself I find it to be credible when read properly. Couple points: -With rumor mill / insider story operations like La Lettre Betaville etc. you have to read between the lines. There is usually some element of truth backing their articles but if you read too much into"
X Link 2026-01-17T18:21Z [---] followers, [----] engagements

"$OCUL some dry powder there"
X Link 2026-01-16T20:39Z [---] followers, [----] engagements

"Theyve spent months polishing their strategy and then within a matter of a week scrap their entire regulatory strategy Havent yet digested this but ultimately might be the right move: to immediately respond to changing conditions is actually strategic"
X Link 2025-12-06T04:03Z [---] followers, [---] engagements

"$OCUL post dilution per share"
X Link 2025-10-01T07:57Z [---] followers, [----] engagements

"$idya down 4% at open makes zero sense but feel that those with patience to hold through q4 will be rewarded"
X Link 2025-09-08T13:54Z [---] followers, [---] engagements

"Handy $OCUL guide for all dreamers out there $XBI"
X Link 2025-09-08T11:51Z [---] followers, [----] engagements

"$OCUL I keep thinking about how $KOD reached $6bb in mkt cap before they card flipped (failed) trial results for #wetamd. Look at you $OCUL at $2.1bb and [--] months-ish to go"
X Link 2025-08-19T13:11Z [---] followers, [----] engagements

"$EYPT LUGANO topline data Mid [----] LUCIA topline data Q3 [----] Looks like EYPT will beat OCUL to NDA by 6-9 months. $OCUL SOL-1 topline data Q1'26 SOL-R topline data 1H'27 Cash balance of $391M with expected runway into 2028; well beyond anticipated topline data for SOL-1 and SOL-R $OCUL SOL-1 topline data Q1'26 SOL-R topline data 1H'27 Cash balance of $391M with expected runway into 2028; well beyond anticipated topline data for SOL-1 and SOL-R"
X Link 2025-08-05T12:02Z 13.1K followers, [----] engagements

"Posted this more than a year ago $OCUL Fully diluted $OCUL share-price for different exit scenarios https://t.co/ylyI0cagL8 Fully diluted $OCUL share-price for different exit scenarios https://t.co/ylyI0cagL8"
X Link 2025-06-08T01:53Z [---] followers, [----] engagements

"Fully diluted $OCUL share-price for different exit scenarios"
X Link 2024-03-07T09:23Z [---] followers, [----] engagements

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