@STL_Biotech STL Biotech

STL Biotech posts on X about in the, $pfe, $vktx, $rigl the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [------] +217%
• [--] Month [------] -4.80%
• [--] Months [-------] +308%
• [--] Year [-------] -6.90%

Mentions: [--] #

• [--] Week [--] +169%
• [--] Month [--] +132%
• [--] Months [---] +124%
• [--] Year [---] -6.70%

Followers: [-----] #

• [--] Week [-----] +0.48%
• [--] Month [-----] +0.94%
• [--] Months [-----] +5.70%
• [--] Year [-----] +11%

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

Social Influence

Social category influence stocks 32.43% finance 10.81% cryptocurrencies 8.11% social networks 0.9% technology brands 0.9% currencies 0.9%

Social topic influence in the 12.61%, $pfe 9.91%, $vktx 9.91%, $rigl 7.21%, $myov 7.21%, $bcyc 6.31%, $gh 6.31%, $tyra 6.31%, biotech #19, $fgen 6.31%

Top accounts mentioned or mentioned by @biohazard3737 @anthonystaj @andybiotech @brendan49 @plainyogurt21 @pharmdca @avidresearch @verdadcap @persimmonti @natrevdrugdisc @saltadogato @msollender @drpaulmason @adamsinger @alexkesin @johncendpts @drugsmolecules @bigpharmaguy @sportsbios @kevinnbass

Top assets mentioned Pfizer, Inc. (PFE) Viking Therapeutics, Inc (VKTX) Guardant Health, Inc. Common Stock (GH) Tyra Biosciences, Inc. (TYRA) Arvinas, Inc (ARVN) Prothena Corporation plc Ordinary Shares (PRTA) Revolution Medicines, Inc. (RVMD) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Keros Therapeutics, Inc. (KROS) Novartis AG (NVS) Arrowhead Research Corporation (ARWR) Gilead Sciences, Inc. (GILD) Alpine Immune Sciences, Inc. Common Stock (ALPN) Elevation Oncology, Inc. (ELEV) Roivant Sciences Ltd. Common Shares (ROIV) SILK (SILK) Hims & Hers Health, Inc. (HIMS) Lantheus Holdings, Inc (LNTH) ShockWave Medical, Inc. (SWAV) uniQure N.V. (QURE) Immunogen Inc (IMGN) Natera, Inc. Common Stock (NTRA) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Lexeo Therapeutics, Inc (LXEO) Amgen, Inc. (AMGN) Bristol-Myers Squibb Co (BMY) ADC Therapeutics SA (ADCT) Cytokinetics Inc. (CYTK) Axsome Therapeutics, Inc (AXSM) AxonDAO Governance Token (AXGT) Sarepta Therapeutics, Inc. (SRPT) Biogen Inc (BIIB)

Top Social Posts

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

"@anthonystaj Not as big but yeah I think it's curable and/or preventable and sooner than we think"
X Link 2026-02-16T01:27Z [----] followers, [----] engagements

"2024 current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX"
X Link 2024-02-16T18:05Z [----] followers, 20.9K engagements

"The strangeness of biotech From @verdadcap If youve been doing this a while you probably knew or intuited much of this but nice charts and an interesting professional generalist perspective. Lack of correlation specialist outperformance etc https://mcusercontent.com/6dc62f307511d466ff78a94fe/files/2d4df1a6-ecf8-7535-cf83-1bd259ea8328/Verdad_WhitePaper_R5.pdf https://mcusercontent.com/6dc62f307511d466ff78a94fe/files/2d4df1a6-ecf8-7535-cf83-1bd259ea8328/Verdad_WhitePaper_R5.pdf"
X Link 2026-02-09T17:41Z [----] followers, 22.8K engagements

"@PersimmonTI @NatRevDrugDisc Lot of overlap too its becoming hard to keep them all straight. Take $LXEO for example; lead asset has BTD FTD Orphan Drug RPD CDRP RMAT accelerated approval pathway. Everything but a CNPV"
X Link 2026-02-16T13:04Z [----] followers, [---] engagements

"So now that we know FDA alignment is meaningless under new regime is $LXEO pivotal just a bet VP is gone in 2yrs FWIW probably not an un reasonable bet"
X Link 2026-02-16T14:49Z [----] followers, [----] engagements

"A guide for all things Bi-specific antibody: $AMGN $CELG $REGN $PFE $NVS $XNCR $AFMD $APVO $MGNX https://www.nature.com/articles/s41573-019-0028-1 https://www.nature.com/articles/s41573-019-0028-1"
X Link 2019-06-28T21:22Z [----] followers, [--] engagements

"Some interesting valuations: $SAGE EV now only 300M $PTGX Protagonist under cash $SGMO with 350M upfront from Biogen trading at about cash $VKTX EV only 40M I think a ph2 THr-B agonist is worth more than 40M"
X Link 2020-03-22T23:50Z [----] followers, [--] engagements

"@AndyBiotech My prediction of what GILD eventually tells us: "In a subgroup analysis of patients starting RDV within x days of symptom onset requiring less than x lpm of [--] or below some threshold lab value a mortality benefit was observed" Then it gets used for everyone anyway"
X Link 2020-04-29T14:07Z [----] followers, [--] engagements

"$MYOK woke up to my second take out deal of [----]. I'm wondering if $BMY has a pretty good hunch myosin stimulators work as well (in systolic HF or elsewhere). Thanks @brendan_49 for pounding the table on this one Current portfolio: $FGEN $ARWR $ARNA $TPTX $GH $MYOK $MYOV $TRIL $APTO $VKTX $GRTX $HCM $QURE $IONS $SGMO $GILD $PFE $NVS $RHHBY Current portfolio: $FGEN $ARWR $ARNA $TPTX $GH $MYOK $MYOV $TRIL $APTO $VKTX $GRTX $HCM $QURE $IONS $SGMO $GILD $PFE $NVS $RHHBY"
X Link 2020-10-05T10:51Z [----] followers, [--] engagements

"@saltadogato Biogen is gonna work on that confirmatory trial about has hard as Bristol worked on passing inspections last year"
X Link 2021-06-07T18:58Z [----] followers, [--] engagements

"@MSollender Wierd there were no red flags"
X Link 2021-08-24T22:10Z [----] followers, [--] engagements

"$BMY for $TPTX $76/sh Current portfolio: $FGEN $ARWR $ARNA $TPTX $GH $MYOK $MYOV $TRIL $APTO $VKTX $GRTX $HCM $QURE $IONS $SGMO $GILD $PFE $NVS $RHHBY Current portfolio: $FGEN $ARWR $ARNA $TPTX $GH $MYOK $MYOV $TRIL $APTO $VKTX $GRTX $HCM $QURE $IONS $SGMO $GILD $PFE $NVS $RHHBY"
X Link 2022-06-03T11:06Z [----] followers, [--] engagements

"Other onco names at the bottom of the trashcan but atleast you already know the drug works validated target/platform: ADCs like $IMGN $ADCT Peptide-DCs: $BCYC IO that is atleast active: I guess $AFMD and $REPL Kinases: $VSTM maybe even $ERAS eventually"
X Link 2022-06-29T09:14Z [----] followers, [--] engagements

"Anyone know why $TYRA was up 26% today"
X Link 2025-11-20T21:20Z [----] followers, [----] engagements

"What is $TARS up to Why my feed full of this Make it stop Most people are infested with these eyelash mites which may cause all sorts of problems. A simple treatment may get rid of them. Fascinating stuff h/t @DrPaulMason https://t.co/l7YN1S3j89 Most people are infested with these eyelash mites which may cause all sorts of problems. A simple treatment may get rid of them. Fascinating stuff h/t @DrPaulMason https://t.co/l7YN1S3j89"
X Link 2026-01-05T18:38Z [----] followers, [----] engagements

"@plainyogurt21 Adu as you learn can you tell me if I should spend even [--] hours on Heartflow $HTFL So I can delete from my notepad app or look closer lol"
X Link 2026-01-08T23:47Z [----] followers, [---] engagements

"$CRDF unsurprisingly drug is inert. [--] years from IND to fully prove it's a dud. $CTMX will likely have enough monoTx data to have a handle on safety efficacy tease out competitiveness [--] years from IND. Difference between standard bio (risky enough) and absolute shitco"
X Link 2026-01-27T16:06Z [----] followers, [----] engagements

"Cancelled. $GUTS Insane idea from the start @AdamSinger [--]. You will live in the pod [--]. You will eat the bugs [--]. You will accept permanent viral encoded genes into your pancreas to make your own endogenous Ozempic for life. $GUTS https://t.co/QV7QJzn4Lk @AdamSinger [--]. You will live in the pod [--]. You will eat the bugs [--]. You will accept permanent viral encoded genes into your pancreas to make your own endogenous Ozempic for life. $GUTS https://t.co/QV7QJzn4Lk"
X Link 2026-01-29T13:35Z [----] followers, [----] engagements

"2026 current portfolio: $ARVN $BHVN $CYTK $CTMX $GH $IDYA $IMVT $KURA $LNTH $RVMD $RIGL $TNGX $TYRA"
X Link 2026-01-29T20:25Z [----] followers, [----] engagements

"Only an hour in but this is really fun deep dive on Amilyn the 30+ year history of GLP1 and the characters that made it happen Give @alexkesin a listen https://www.approved.fm/p/episode-1-amylin-pharmaceuticals https://www.approved.fm/p/episode-1-amylin-pharmaceuticals"
X Link 2026-02-01T18:01Z [----] followers, [----] engagements

"@JohnCendpts @AndyBiotech Huh Vast majority of Andy's posts are purely informative: Journal articles scientific papers catalyst company and investment firm press releases. #TeamAndy"
X Link 2019-07-03T05:14Z [----] followers, [--] engagements

"Are any of these names a biotech big short now or in the near future $INO $XAIR $AXSM $MRNA"
X Link 2020-07-01T14:12Z [----] followers, [--] engagements

"@Pharmdca Uterine fibroids opportunity is understated IMO. I see patients undergoing hysterectomies for this DAILY and know a few people personally. Having a highly effective therapy and potentially surgery sparing option a game changer"
X Link 2020-07-11T00:01Z [----] followers, [--] engagements

"No Idea how I missed this awesome screen. Well funded bios w/ positive data but poor to flat sentiment make a good pond to fish in"
X Link 2020-11-06T13:27Z [----] followers, [--] engagements

"@drug_smolecules How many ppl in the world are out there like all of us spending the night speculating and waking up at 5am to check twitter for this probably small obscure take out"
X Link 2020-12-10T01:05Z [----] followers, [--] engagements

"But I don't currently own for two reasons: [--]. I dislike the MOA. What else are they trapping in the nucleus its clearly not just tumor supressor proteins. In the era of targeted TKIs bispecifics ADCs and cell therapy this feels a little closer to chemo no"
X Link 2020-12-18T17:01Z [----] followers, [--] engagements

"2. I've rarely seen such hate of a drug from physicians. Toxicity criticism of trial design (analysis of survival by tumor response) criticism of comparison arm in BOSTON not reflecting US SOC. I know Prasad is not popular here but Plenary Session [----] and [----] worth a listen"
X Link 2020-12-18T17:01Z [----] followers, [--] engagements

"Guess it takes more than the worlds 1st & 8th richest men the largest logistics technology and data company in the world and near unlimited capital to disrupt America's totally F**ked healthcare system BREAKING: Haven the Amazon-Berkshire-JPMorgan venture to disrupt healthcare is disbanding after [--] years https://t.co/9VhLNUup3P BREAKING: Haven the Amazon-Berkshire-JPMorgan venture to disrupt healthcare is disbanding after [--] years https://t.co/9VhLNUup3P"
X Link 2021-01-04T17:49Z [----] followers, [--] engagements

"The $PRVB extended follow up data is worth checking out. Sure seems like an approvable drug to me. High morbidity dz state hard outcomes data safe would-be first Tx obvious draw for pts/family. $715M EV not a super popular name. July PDUFA. https://stm.sciencemag.org/content/13/583/eabc8980 https://stm.sciencemag.org/content/13/583/eabc8980"
X Link 2021-03-12T22:04Z [----] followers, [--] engagements

"Well COVID is winding down in the US. Here are two fancy machines that no one ever used. $XAIR $INO"
X Link 2021-05-16T13:43Z [----] followers, [--] engagements

"3 months later and only Rigel is left to make a huge move. FD: Long all three. $VSTM $CRIS $RIGL While we watch some unproven SMID cap darlings fall from grace worth mentioning these [--] companies: $VSTM $CRIS $RIGL - Have developed an approved drug before - Have something interesting in the pipe - Trade under a billion Just a thought for the day love it or hate it https://t.co/wCNeSzDeQT While we watch some unproven SMID cap darlings fall from grace worth mentioning these [--] companies: $VSTM $CRIS $RIGL - Have developed an approved drug before - Have something interesting in the pipe - Trade"
X Link 2021-05-24T18:02Z [----] followers, [--] engagements

"Asked one of our neurologists about Aduhelm Response: "I can only help it gets pulled our office is getting so many calls""
X Link 2021-06-23T15:01Z [----] followers, [--] engagements

"Always pay attention to @bigpharmaguy"
X Link 2021-08-24T14:16Z [----] followers, [--] engagements

"Biopharma loves to talk about areas of 'high unmet need'. Theme around ESMO for me is just how crowded EGFR and HER2 have become. Similar story in the broader NSCLC pop and some hematologic cancers like DLBCL"
X Link 2021-09-18T22:19Z [----] followers, [--] engagements

"Hey @Sports_bios remember discussing how the $SIOX ($AXGT) PD program was DOA like 15mos ago Good call It maybe a contra opinion. for a company like $AXGT f'ing around with Parkinson's is just stupid - a BIIB can do that fine. but a small minnow. why can't they move more quickly w/ GM1 GM2 - get real there. stop being stuck in the Parkinson's mudhole. It maybe a contra opinion. for a company like $AXGT f'ing around with Parkinson's is just stupid - a BIIB can do that fine. but a small minnow. why can't they move more quickly w/ GM1 GM2 - get real there. stop being stuck in the Parkinson's"
X Link 2022-01-31T21:59Z [----] followers, [--] engagements

"@kevinnbass I'm a licensed pharmacist and It still took me about a decade investing in biotech to realize that the percentage of preclinical 'discoveries' in the life sciences that actually translate to positive outcomes in living breathing human beings literally rounds to zero"
X Link 2022-03-01T03:33Z [----] followers, [--] engagements

"As a clinician data for companies like $NBRV and $PRTK is exciting as prescribers gain new tools in fight against abx resistance. As an investor I see companies unlikely to generate returns for shareholders as products not superior to cheap alternatives vast majority of cases"
X Link 2018-05-21T12:17Z [----] followers, [--] engagements

"Is the pipe growing again Wtf $BHVN Left is mid [----] (12 programs) Right is yesterday at JPM With half the cash half the market cap and the lead program dead. (18 programs) Vlad I beg of you"
X Link 2026-01-13T22:22Z [----] followers, 33.2K engagements

"@JPZaragoza1 TLR agonists and PARPi Feel like I was looking at this stuff in the mid 2010s"
X Link 2026-01-30T13:03Z [----] followers, [----] engagements

"@TheBiotechBear Its a shame justice was never served but atleast he had to bag hold Sangamo"
X Link 2026-02-01T03:35Z [----] followers, [---] engagements

"I know better than to own $CTMX: -decade+ of failures is a 🚩 -"platform" is a dangerous word in biotech investing -ph1 efficacy and excitement fade with increasing N. This is canon"
X Link 2026-02-01T17:47Z [----] followers, [----] engagements

"But I own some sized accordingly. Can anyone take the other side of this besides it is a huge pop and w/o any real competition"
X Link 2026-02-01T17:47Z [----] followers, [----] engagements

"@AaronRosenblum5 Yeah I want to believe. Im thinking (hoping) trial would have seen a halt or pause if typical EpCAM tox showed up and was serious enough but can't rule out them seeing early transaminitis or lipase bumps and discontinuing patients early"
X Link 2026-02-01T22:47Z [----] followers, [---] engagements

"End of the day Roxa looks as goodor a bit better than ESAs for dialysis patients and is an oral option. $FGEN has good partnership deal drug already selling overseas. Plus a second pipeline drug that looks good acrossindications in Ph2. Valuation fair. Im still long"
X Link 2021-03-02T01:26Z [----] followers, [--] engagements

"Some 'light' vacation reading"
X Link 2022-06-03T09:03Z [----] followers, [---] engagements

"$RIGL up 200% YTD is interesting. I know the XBI is on a rip but who is buying this No catalysts for biotech specialists Not hot enough for retail. Guess Value/quant shops I'll take it"
X Link 2025-11-24T16:17Z [----] followers, [----] engagements

"Adding Aurinia $AUPH to my "if it gets cut in half I dont hate it" list. Along side Global Blood and BioXcel $GBT $BTAI"
X Link 2021-01-25T16:54Z [----] followers, [--] engagements

"@Pharmdca You are getting Stemline $STML vibes on this one arent you"
X Link 2021-05-25T17:20Z [----] followers, [--] engagements

"Worth [--] minutes of your time if you are invested in leukemia space. Changing definitions of response criteria (CR CRiCRh morphologic leukemia free state) and how it may make new drugs appear better v historical comparators. Start at 38:18 $CRIS $APTO https://open.spotify.com/episode/4ie6L13pQobNNdMoKeLzMhsi=aPUd7d5iSmyGMsVIpox25w https://open.spotify.com/episode/4ie6L13pQobNNdMoKeLzMhsi=aPUd7d5iSmyGMsVIpox25w"
X Link 2021-05-28T17:43Z [----] followers, [--] engagements

"@nolastevedore @XBIObserver @bio_report Oh man thread incoming. First the obvious. AXS-05 is not a novel drug. It's a combination of a [--] year old antidepressant and a [--] year old antitussive. Axsome claims DM 'boosts' the efficacy of BUP for MDD"
X Link 2022-06-29T03:52Z [----] followers, [--] engagements

"The dominance of SGLT2 and GLP1 class are really something never seen before. They seem to touch everything. Even in 'unmet' landscapes w/ a lot of SMID cap competition Working on NASH Ph3 GLP1 study underway Looking at IGAN SGLT2 is already SOC"
X Link 2023-01-20T16:29Z [----] followers, [----] engagements

"Helpful paper to get up to speed on RNAi mechanics. $ALNY $ARWR $DRNA $IONS https://www.nature.com/articles/s41573-019-0017-4 https://www.nature.com/articles/s41573-019-0017-4"
X Link 2019-04-24T13:41Z [----] followers, [--] engagements

"Most Important Ideas in biomedical research IMO: -Allogeneic T-Cell -Gene Therapy & RNAi -Cancer Metabolism -NonOpioid nonNSAID pain tx -AMPK/PI3K/mTOR -The Glymphatic System & sleep in Alz Dz -Liquid Biopsy & high sensitivity diagnostics -Inflammation in CVD (CANTOSREDUCE-IT)"
X Link 2019-05-01T00:05Z [----] followers, [--] engagements

"Thread incoming. Biotech lessons over the last couple years 1/ Funding structure should always match the investment's level of risk. High-risk = Equity Low risk = Debt For Biotech that often means equity raises not debt covenants. Think $SGYP or $DVAX"
X Link 2019-07-28T13:48Z [----] followers, [--] engagements

"When looking at $ACST $MTNB $AMRN $AZN remember that the omega formulation is NOT the asset here. I could probably mix up and patent my own O3 recipe in my garage. The asset is completion of an expensive and time consuming [--] year CVOT"
X Link 2019-12-24T17:03Z [----] followers, [--] engagements

"2 Coronavirus scenarios: A. Whole thing blows over like a bad flu season B. We all die. Humanity as we know it ceases to exist. Either way it wont really hurt to just buy the dip"
X Link 2020-01-31T17:51Z [----] followers, [--] engagements

"Last few years for $GILD: -big fail in immunology today -declining hepC sales -overpaying in oncology -probably losing the NASH market before it even begins"
X Link 2020-08-19T01:28Z [----] followers, [--] engagements

"Current portfolio: $FGEN $ARWR $ARNA $TPTX $GH $MYOK $MYOV $TRIL $APTO $VKTX $GRTX $HCM $QURE $IONS $SGMO $GILD $PFE $NVS $RHHBY"
X Link 2020-09-25T23:00Z [----] followers, [--] engagements

"$MYOV bottom line: oral GnRH receptor antagonists will be a widely used class of drugs in endometriosis uterine fibroids and prostate ca. Likely standard of care. Of which Myovant has the second to market drug in a large market. Drug is worth $1.5B"
X Link 2020-09-29T13:02Z [----] followers, [--] engagements

"Will be moving $MYOK profits to conviction names $FGEN $ARWR $MYOV $VKTX. Small starter $ARVN"
X Link 2020-10-05T14:37Z [----] followers, [--] engagements

"Dodged $AXGT hype. Rule: Dont buy single arm data Dodged $KALA disappointment Rule: No repurposing/rebranding plays But I'm also a [--] year $VKTX bag holder so idfk"
X Link 2020-10-31T01:08Z [----] followers, [--] engagements

"Made the local news talking COVID vaccine tonight Thankful for zoom not showing how dirty this lab coat is"
X Link 2020-12-03T01:47Z [----] followers, [--] engagements

"#FF Thankful for all of biotwitter this year but I'd be actually poorer without these folks: Bio trading domain experts: @gcbioinv @biopharma_cg @buysidebio @Sanctuary_Bio @Biohazard3737 Deep data dives: @brendan_49 @avidresearch"
X Link 2020-12-18T14:03Z [----] followers, [--] engagements

"Some thoughts on $KPTI. Fair to call it pipeline-in-a-product. Selinexor has some what broad anti-cancer activity. It's a late line drug but every day patients make it to their last line. FDA approval today technically changes that but I dont see it being used early on where"
X Link 2020-12-18T17:01Z [----] followers, [--] engagements

"Excellent podcast on new cancer drugs by Professor and practicing oncology pharmacist John Bossaer @PharmDeetinib $MGNX $KPTI $MYOV $PFE https://www.stitcher.com/show/oncopharm/episode/updates-from-december-2020-80647196 https://www.stitcher.com/show/oncopharm/episode/updates-from-december-2020-80647196"
X Link 2021-01-07T17:41Z [----] followers, [--] engagements

"@Biohazard3737 Collusion front running greater fool speculative frenzies short squeezes are all unfortunately part of the game. HFs get it WSB gets it too. But locking retail out of the game completely.bc they are actually winning for once. Comes across different IMO"
X Link 2021-01-28T19:32Z [----] followers, [--] engagements

"Friend of mine is an oncology pharmacist involved in clinical trials. His comments on trilaciclib for those interested $GTHX"
X Link 2021-02-16T13:36Z [----] followers, [--] engagements

"$FGEN Thread. Plenty of red flags. Still no full safety dataset. The only published MACE paper is in incident dialysis the subset that looked the best of course"
X Link 2021-03-02T01:26Z [----] followers, [--] engagements

"While we watch some unproven SMID cap darlings fall from grace worth mentioning these [--] companies: $VSTM $CRIS $RIGL - Have developed an approved drug before - Have something interesting in the pipe - Trade under a billion Just a thought for the day love it or hate it"
X Link 2021-03-05T20:36Z [----] followers, [--] engagements

"I did some work on our system's opioid withdrawal protocol last year so I'm somewhat up to date on OUD. Thoughts on the sublingualdexmedetomidine (BXCL501) fail. $BTAI"
X Link 2021-04-01T03:02Z [----] followers, [--] engagements

"So much to choose from investing in oncology I am picky. I want therapies that have drug-like logistics and administration. No AutoCAR-T $AUTL No TIL $IOVA No intra tumoral $REPL Might miss a huge winner but will avoid some headache IMO"
X Link 2021-05-19T16:16Z [----] followers, [--] engagements

"$SRPT raises dystrophin does not helpkids $LJPC raises BP notshown to save lives $GBT raises Hgb does not reduce sickle cell complications $BIIB reduces amyloid beta does not improve or slowalzheimers Most concerning similarity Patients PAY for them"
X Link 2021-06-07T16:56Z [----] followers, [--] engagements

"Bios under a billion EV with drugs that work or are likely to work in ph3 based on solid ph2 data. $AFMD $TRIL $GRTX $VKTX $PRVB $CRIS $VSTM $RIGL What others"
X Link 2021-06-14T16:01Z [----] followers, [---] engagements

"Part of my job is talking with patients and reviewing their meds for admission. Anecdotally I dont know that I've ever seen faster product adoption AND patient satisfaction than with Freestyle Libre [--]. $ABT $DXCM"
X Link 2021-06-20T13:57Z [----] followers, [--] engagements

"Revisiting my favorite screen half way through '21: Commercial cos w/ marginal drugs are lower $KPTI $AUPH $GBT Late stage blow ups: $FGEN $GLPG $ATNX Taken out: $CNST $GWPH (100%) $MYOV gets a deal up 50% $PRTA a huge winner 4X"
X Link 2021-06-24T16:34Z [----] followers, [--] engagements

"I like to own names $PFE is involved with; one of best when it comes to acquiring/partnering. -choosing $BNTX Vacc a huge success - $TRIL 25m investment - take out -$ARRY one of smarter oncology acquisitions in recent years imo - $MYOV under appreciated drug imo. (Long)"
X Link 2021-08-23T14:19Z [----] followers, [--] engagements

"For true unmet need seriously exciting novel targets the next round of ADCs plus SMID caps in the mix: You need to be looking at ovarian cervical endometrial. Folate receptor alpha NaPiB2 tissue factor. $STRO $MRSN $IMGN$EXEL"
X Link 2021-09-18T22:19Z [----] followers, [--] engagements

"The tape may be red and recent events underwhelming but I'm ecstatic to be reading clinical data on: -Allogeneic CAR-T -Monogenic neuro degenerative dz -Cell therapy for DM1 And NOT -COVID - me too drugs -EGFR ex20"
X Link 2021-10-18T17:37Z [----] followers, [--] engagements

"Haven't followed $BBIO closely but two things blowing my mind right now: [--]. Company w/ a large pipeline of pre clin and ph1 molecules headed into a big binary was using that much debt financing and BUYING BACK STOCK. -and- [--]. the Sheep gets it right AGAIN @Biohazard3737"
X Link 2021-12-27T20:21Z [----] followers, [--] engagements

"Some valuation tidbits $ADCT down 40% since Healthcare Royalty paid 225-325m for 7% of [--] lead drug's sales last year. MC only 1.5B $ALLO down 10% since clinical hold LIFTED. 850m in the bank EV now under 1B. $VSTM 's EV is only 200m. Drug viable in LGSOC NSCLC trials underway"
X Link 2022-01-19T23:20Z [----] followers, [--] engagements

"This is a great time to be buying biotech IF you have done your work. And if you really don't have names you're willing to buy here you could atleast take the 10% premium on the $ARNA $PFE deal"
X Link 2022-01-21T14:57Z [----] followers, [--] engagements

"$TGTX is a perfect example of just how important experience and domain expertise is in Biotech. Most seasoned BT investors have been warning on this name for years. $TGTX withdrew its FDA application for the U2 combination cancer treatment. The company is also pulling Ukoniq (the approved component of U2) off the market. $TGTX withdrew its FDA application for the U2 combination cancer treatment. The company is also pulling Ukoniq (the approved component of U2) off the market"
X Link 2022-04-15T17:41Z [----] followers, [--] engagements

"How TF is $NVAX still worth $3B"
X Link 2022-08-08T21:52Z [----] followers, [--] engagements

"@johnnyberona @DrDianeChen @NEJM [--]. No control group [--]. No control or subgroup analysis for initiation of psychoactive medications (SSRIs antipsychotics etc) or CBT + adherence [--]. No discussion of physical ADRs to hormone Tx. [--]. 0.8-2.3 improvements on [---] pt scales stat sig but is it clinically significant"
X Link 2023-01-19T17:58Z [----] followers, [----] engagements

"Now that it's all over I think there's two people we shouldn't forgive [--]. Anyone that went full laser eyes at the top (I.e. the real vision guy) [--]. People pounding the table on Ginko Bioworks at 15B valuation $DNA"
X Link 2023-02-23T04:16Z [----] followers, [----] engagements

"OH MY GOD NOW THEY FIX GOUT Effects of Dapagliflozin for Patients With HF With and Without Gout https://t.co/8JoloqD6Kf @JAMACardio initiation of a uric acidlowering agent by 57% treatment with colchicine by 46%. Building on evidence base from all SGLT2s @kamleshkhunti @DLBHATTMD @escardio https://t.co/3lF1MKqtVS Effects of Dapagliflozin for Patients With HF With and Without Gout https://t.co/8JoloqD6Kf @JAMACardio initiation of a uric acidlowering agent by 57% treatment with colchicine by 46%. Building on evidence base from all SGLT2s @kamleshkhunti @DLBHATTMD @escardio"
X Link 2023-02-25T13:48Z [----] followers, [----] engagements

"With the $IONS ALS approval and the $RETA approval and the $BIIB approval all started with $SRPT approvals. You almost just want to own ANYTHING w/ CNS delivery and a measurable biomarker. I feel disgusting even saying this. $QURE $IONS $VYGR $PRTA"
X Link 2023-05-08T15:02Z [----] followers, [----] engagements

"Biotech is so enticing bc these returns really do exist AND they dont require decades of compounding earnings. But I don't think we talk enough about the discipline it takes to actually hold all the way to 20x. Companies can round trip just as quick i.e. $NKTR $FATE $BLUE A new addition to #Biotech best turnaround M&A $ISEE $1➡40X $ALPMY BO in 4y $FPRX $2➡20X $AMGN BO in 1y $IMMU $2➡40X $GILD BO in 4y $ARQL $1➡20X $MRK BO in 2y $ARRY $2➡20X $PFE BO in 3y $ECYT $1➡20X $NVS BO in 1y $MDVN $2➡40X $PFE BO in 6y $PCYC $1➡200X $ABBV BO in 6y A new addition to #Biotech best turnaround M&A $ISEE"
X Link 2023-05-17T15:13Z [----] followers, 14.3K engagements

"You really had all the information you needed by late '21 to know $IMGN would end up approved and $MRSN was 🗑. It's all about buying decent sometimes old data when sentiment sucks"
X Link 2023-06-15T14:47Z [----] followers, [----] engagements

"@PTarantinoMD @NatRevClinOncol @stolaney1 @BiagioRicciutMD @DFCI_BreastOnc @DanaFarber @DanaFarberNews @harvardmed Today I learned ADC associated ILD is thought to be d/t FcR mediated uptake by alveolar macrophages and may therefore be independent of targeted antigen. Not sure if this was common knowledge but very fascinating"
X Link 2023-06-15T21:33Z [----] followers, [----] engagements

"This quite a substantive update and expansion from the ADA. Maybe there won't be as much heavy lifting required by the NASH players to get patients into screening and treatment as originally thought. '22 on left '23 on right. [---] vs [----] words in full secion. $VKTX $MDGL ADA says all diabetes patients should be screened for nonalcoholic fatty liver disease https://t.co/jGcBcjMSpt via @elaineywchen #ADA2023 ADA says all diabetes patients should be screened for nonalcoholic fatty liver disease https://t.co/jGcBcjMSpt via @elaineywchen #ADA2023"
X Link 2023-06-25T16:49Z [----] followers, 13K engagements

"$MGNX corporate deck is a disaster. They are claiming 25% ORR on the B7-H3 ADC program in prostate based on [--] tumor response evaluable patients they had [--] PSA evaluable patients and the data cut was. [--] years ago"
X Link 2023-07-10T10:57Z [----] followers, [----] engagements

"This is an awesome pharmacology lesson for anyone interested in TPD From @drughuntersite $ARVN $KYMR $CCCC https://www.youtube.com/watchv=ZeT41KyCPU8 https://www.youtube.com/watchv=ZeT41KyCPU8"
X Link 2023-07-11T10:04Z [----] followers, [----] engagements

"Most suprising things about pharma M&A this year: [--]. The valuations despite lousy market. $IMGN fetching 10B Bristol TRYING to pay up massively for $MRTX (lol) and [--]. The obviousness of these deals. Immunogen and Mirati on every single top10 take out list. Very consensus"
X Link 2023-11-30T13:58Z [----] followers, [----] engagements

"Watch list / homework list. If you love or hate something please drop me a line. Neuro/Rare: $ROIV $PRTA $BHVN GI/Rena/I&I: $ALPN Card-Pulm: $KROS $VRNA Metabolic: $MDGL Oncology: $RVMD $BCYC $TYRA $HARP $ALLO $ELEV Med-Tech: $SILK $LTNH $PROF $SWAV RNAI/GeneTx: $IONS"
X Link 2023-11-30T16:39Z [----] followers, 10K engagements

"Besides reviewing the actual data or listening to a trusted oncologist @ApexOnco is really the only resource you need in oncology. @JacobPlieth and @ByMadeleineA are phenomenal at succinctly distilling a complicated ladscape"
X Link 2023-12-06T17:09Z [----] followers, [----] engagements

"I tend to think about small commercial stage companies along two axes: [--]. The Novel or Not axis [--]. The Useful Data or Questionable Data axis Outside of oncology novel-ness may actually matter more than quality data"
X Link 2023-12-21T20:19Z [----] followers, [----] engagements

"Friend of mine in GU onc was banging the table on $AMAM. Couldn't get past the fact I didn't believe the ADC engineering strategy made any sense. In oncology I think best to not get caught up in mechanism/engineering. Focus on the data if it works it works"
X Link 2024-01-09T17:24Z [----] followers, [----] engagements

"If $CYTK 's mavacamten v2 really goes then so does $KROS 's luspatercept v2 and sotatercept v2 right"
X Link 2024-01-09T17:34Z [----] followers, [----] engagements

"Some notes on onco and neuro names after looking through the q4 13s: The ESMO dip on $RVMD got bought. [--] funds now own. $TYRA now has significant fund ownership (12 funds)"
X Link 2024-02-16T02:43Z [----] followers, [----] engagements

"@Kennydoesbio was reading the tea leaves on this one last week. $VINC wonder if $VINC's "clinical activity" is code for no responses. That's how $IMRX (0% ORR) phrased it "promising initial signs of clinical activity" why not say initial "response" (ORR) if they saw the data and wanted to PR something. https://t.co/JQqsQQLrQt wonder if $VINC's "clinical activity" is code for no responses. That's how $IMRX (0% ORR) phrased it "promising initial signs of clinical activity" why not say initial "response" (ORR) if they saw the data and wanted to PR something. https://t.co/JQqsQQLrQt"
X Link 2024-04-08T20:38Z [----] followers, [----] engagements

"$VRTX for $ALPN $65/sh Second acquisition this month for me. Plus solid data from $RVMD this week. [----] shaping up to be a banner year [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX"
X Link 2024-04-10T20:42Z [----] followers, [----] engagements

"Today you can buy $BCYC at about the same prices Baker brought their stake up to 20% at. You can buy $KURA within a dollar of their PIPE price"
X Link 2024-04-25T13:42Z [----] followers, [----] engagements

"Look TCE's are now validated in solid. Atleast two SMID cap companies mignt have real drugs. Yes I'm bummed I missed these moves. But goddamn I'm also ecstatic that we are back to a "+100% on AH n=6 press releases" market. $JANX $CTMX"
X Link 2024-05-08T20:46Z [----] followers, [----] engagements

"I think $AXSM 's drugs are all hot garbage. Repurposed generics not studied with appropriate comparator generic combinations not worth their price old subpar drugs. I loathe the company. But I do see a decent amount of Auvelity Rxs. Mostly from psych NPs buying the"
X Link 2024-05-17T15:48Z [----] followers, [----] engagements

"LOL Hims and Hers 503B-ing semaglutide. $199/month. Cash no insurance no BS to your door. This can't last long $NVO / $LLY have to be livid. Going to do some reading on mechanics/criteria for FDA shortage list. $HIMS + 15% https://investors.hims.com/news/news-details/2024/Hims--Hers-Announces-Access-to-GLP-1-Injections-Passing-Cost-Savings-Onto-Customers/default.aspx https://investors.hims.com/news/news-details/2024/Hims--Hers-Announces-Access-to-GLP-1-Injections-Passing-Cost-Savings-Onto-Customers/default.aspx"
X Link 2024-05-20T13:42Z [----] followers, 15.5K engagements

"$BCYC doing 550m PIPE with all the big funds a week before ASCO. Doesn't sound like they plan on presenting anything consequential though. Timing suspect or coincidental"
X Link 2024-05-23T14:19Z [----] followers, [----] engagements

"$CALT I really cannot fathom that someone paid a billion dollars for budesonide capsules. I have so much to rethink now. Like Is Agepha Pharma's LODOCO 0.5mg colchicine tabs next Maybe robitussin-wellbutrin is worth [--] bill Should I buy the stupid toenail fungus commpany Japanese conglomerate to buy Calliditas Therapeutics maker of a kidney disease drug https://t.co/jm9ayUo0v7 via @DrewQJoseph Japanese conglomerate to buy Calliditas Therapeutics maker of a kidney disease drug https://t.co/jm9ayUo0v7 via @DrewQJoseph"
X Link 2024-05-28T11:37Z [----] followers, [----] engagements

"$BSX for $SILK 27.5/Sh Third take out for '24 https://www.prnewswire.com/news-releases/boston-scientific-announces-agreement-to-acquire-silk-road-medical-inc-302175421.html [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX https://www.prnewswire.com/news-releases/boston-scientific-announces-agreement-to-acquire-silk-road-medical-inc-302175421.html [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX"
X Link 2024-06-18T13:45Z [----] followers, [----] engagements

"Willing to own expensive consensus near commercial names like Cytokinetics and RevMed but. 500m-1B market cap phase 1/2 bios with share price of 5-10. C'mon this is what we were meant to trade. The sweet spot the pure stuff. How you feel alive. $TNGX $VYTX"
X Link 2025-10-23T16:39Z [----] followers, [----] engagements

"@avidresearch Makes up for missing out in '25. Only one I had was the cologaurd maker $EXAS. Hopefully CYTK IDYA TNGX TYRA keep momentum too"
X Link 2026-01-07T20:10Z [----] followers, [----] engagements

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