@TohJah7809 Avatar @TohJah7809 TohJah

TohJah posts on X about $pacb, $arkg, $ipsc, $twst 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 44.91% finance 17.37% cryptocurrencies 7.19% countries 7.19% technology brands 4.19% vc firms #370 automotive brands 2.4% currencies 1.8% social networks 1.2%

Social topic influence $pacb #1, $arkg #2, $ipsc #4, $twst #6, $xbi #55, $ilmn #1, $crsp #25, acquisition #365, growth 5.99%, china 5.99%

Top accounts mentioned or mentioned by @yaireinhorn @biopharmiq @biotech2k1 @finseemain @geneinvesting @biomedicalrx @tomsilver39 @applehelix @hothomaswphelps @twistbioscience @macroalf @skalemba @cdprojektred @andyberman6 @arcinstitute @brandfinance @biotechtv @novocure @usfda @bowtiedbiotech

Top assets mentioned Pacific Biosciences of California, Inc. (PACB) Century Therapeutics, Inc. (IPSC) Twist Bioscience Corporation Common Stock (TWST) Illumina, Inc. (ILMN) CRISPR Therapeutics AG (CRSP) Relay Therapeutics, Inc. (RLAY) Eli Lilly and Company (LLY) Sana Biotechnology, Inc. (SANA) Bristol-Myers Squibb Co (BMY) Vertex Protocol (VRTX) Exact Sciences Corp (EXAS) Insmed, Inc. (INSM) BEAM (BEAM) Caribou Biosciences, Inc. (CRBU) Intellia Therapeutics, Inc (NTLA) GRAIL, Inc. Common Stock (GRAL) Novo-Nordisk (NVO) Prime Medicine, Inc. (PRME) Natera, Inc. Common Stock (NTRA) Guardant Health, Inc. Common Stock (GH) Arcblock (ABT) AstraZeneca PLC (AZN) ArbitrageCT (ARCT) NovoCure Limited Ordinary Shares (NVCR) Regeneron Pharmaceuticals Inc (REGN) Evommune, Inc. (EVMN) Muhdo Hub (DNA) Novartis AG (NVS) Celcuity Inc. Common Stock (CELC) Merck & Co., Inc. (MRK) Cytokinetics Inc. (CYTK)

Top Social Posts

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

"FYI $FATE $IPSC $SANA $CRSP ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $KYTX $BMY New Autoimmune Disease CAR T Results a Tremendous Success https://t.co/Y4oJk9ukuE https://t.co/nxh4nhqORx $KYTX $BMY New Autoimmune Disease CAR T Results a Tremendous Success https://t.co/Y4oJk9ukuE https://t.co/nxh4nhqORx"
X Link 2026-02-13T12:41Z [----] followers, [---] engagements

"$PACB Omniome short-read acquisition https://x.com/LifeSciLad/status/2018410167487049856s=20 $PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://t.co/Oir5N9ZCM3 https://x.com/LifeSciLad/status/2018410167487049856s=20 $PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://t.co/Oir5N9ZCM3"
X Link 2026-02-15T15:09Z [----] followers, [---] engagements

"Story ๐Ÿ‘‡๐Ÿ‘€: Insider purchases ๐Ÿ’ต Followed by stealth Christmas shopping from Point72 ๐ŸŽ…๐ŸŽ„๐ŸฆŒ๐ŸŽ‰ Then big PIPE in Jan ๐Ÿš€๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹ Fairy tale winter for Century $IPSC โ„ https://x.com/TohJah7809/status/2012588027554807943s=20 $IPSC OK PIPE-driven 13G filing dump for Century: TCGX/ Chen Yu: 9.9% as of Jan [--] (PIPE lead) Deep Track/ David Kroin: 7.34% a/o Jan [--] RA Capital/ Peter Kolchinsky/ Rajeev Shah: 9.9% as of Jan [--] Venrock/ Nimish Shah/ Bong Y. Koh: 7.1% as of Jan [--] Commodore/ Robert https://t.co/0GiuL2iKOn https://x.com/TohJah7809/status/2012588027554807943s=20 $IPSC OK PIPE-driven 13G filing dump"
X Link 2026-01-31T11:03Z [----] followers, [---] engagements

"$RLAY Relay Announces Zovegalisib Granted Breakthrough Therapy Designation (BTD) by the FDA for PI3K-mutant HR+/HER2- Advanced Breast Cancer (Feb [--] news) 40% of patients with HR+/HER2- advanced breast cancer harbor PI3K mutations and most experience disease recurrence or progression following treatment with CDK4/6 inhibitors Data for the 400mg BID fed (P3 dose) will be presented for the first time at ESMO Targeted Anticancer Congress [----] on March [--] (Mon) ๐Ÿ—“โ— Zovegalisib's IND [----] Q4 so +5.2Y = [----] Q4 or [----] Q1 ๐Ÿ˜ Stock +9% YTD ๐Ÿฆพ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€ I'm waiting for triple data: that's the real"
X Link 2026-02-14T07:44Z [----] followers, [---] engagements

"$PACB PACB Q4/ FY [----] results: Finally return to growth in Q4 +14% driven by consumables and Vega Revio ๐Ÿคฎ not selling. (but existing placements generate consumable revenue) SPRQ-Nx is guided to lower sequencing costs (sub-$300 genome): will drive volume but not quantified Cash a/o Dec 31: $279.5m + $48m from short-read sales = $327m - is it enough runway to +ve cashflow in [----] Stock -7% last week sold off on earnings ๐Ÿ”ป๐Ÿ“‰๐Ÿ”ฅ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2023056124413636916 https://twitter.com/i/web/status/2023056124413636916"
X Link 2026-02-15T15:25Z [----] followers, [---] engagements

"$IPSC OK PIPE-driven 13G filing dump for Century: TCGX/ Chen Yu: 9.9% as of Jan [--] (PIPE lead) Deep Track/ David Kroin: 7.34% a/o Jan [--] RA Capital/ Peter Kolchinsky/ Rajeev Shah: 9.9% as of Jan [--] Venrock/ Nimish Shah/ Bong Y. Koh: 7.1% as of Jan [--] Commodore/ Robert Egen Atkinson/ Michael Kramarz: 7.1% as of Jan [--] Who doesn't own Century at this point lol Bio shitco doubled in two weeks gogogo ๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹๐Ÿš€๐ŸŽ‡๐ŸŽ†๐Ÿ”ฅ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2012588027554807943 https://twitter.com/i/web/status/2012588027554807943"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"$CRBU Caribou ๐ŸฆŒ Announces Late-Breaking Presentations at the [----] Tandem Meetings of ASTCT and CIBMTR Data presentation from Nov [----] disclosure Decent allo CAR-T data for blood cancers but feel very much like a CD19/ BCMA me-too from the 2020-2021 bio bubble era ๐Ÿฅฑ Stock at $148m cash level ($159m in Q3) Flat so far this year Have not participated in small cap/ shitco/ bio rally. ๐Ÿคฆโ™‚ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2022570475642032353 https://twitter.com/i/web/status/2022570475642032353"
X Link 2026-02-14T07:15Z [----] followers, [---] engagements

"Arks Research: OpenAl And Ginkgo Are Highlighting The Convergence Among Al Robotics And Biology $ARKG $DNA $TWST ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-14T17:36Z [----] followers, [---] engagements

"$PACB PacBio Completes Sale of Short-Read Sequencing Assets to Illumina $ILMN ๐Ÿคฆโ™‚ Disastrous foray into short-read sequencing: Omniome acquisition in [----] Onso short-read sequencer launched in [----] ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-15T15:02Z [----] followers, [---] engagements

"News release: https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-announces-fourth-quarter-and-full-year-2025-financial https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-announces-fourth-quarter-and-full-year-2025-financial"
X Link 2026-02-15T15:25Z [----] followers, [---] engagements

"1/ Just watched this: Morgan Stanley 19th Annual Global Healthcare Conference: Invitae I'll share my notes in this tweet $NVTA (hope my notes are not butchering the healthcon) Last qn near the bottom is a gem https://morganstanley.webcasts.com/viewer/event.jspei=1489567&tp_key=84c6994514 https://morganstanley.webcasts.com/viewer/event.jspei=1489567&tp_key=84c6994514"
X Link 2021-09-17T18:21Z [----] followers, [--] engagements

"Christmas shopping done: $CRSP $FATE $NVTA $PACB"
X Link 2021-12-20T17:08Z [----] followers, [--] engagements

"You should know Im an $NVTA bull - totally agree w/ @Biotech2k1 s ๐Ÿ‘‡๐Ÿฝ Will add this market colour: Invitae is an $ARKK baby and been crushed by Ark shorts. It will ๐Ÿš€ whenever theres short covering/ squeeze e.g. last night Taking a Look at $NVTA: An update look at Invitae. Taking a Look at $NVTA: An update look at Invitae"
X Link 2022-03-17T13:22Z [----] followers, [--] engagements

"$SNOW's Healthcare & Life Sciences Data Cloud Yeap $NVTA is plugged into the Snowflake Data Marketplace as one of the data providers"
X Link 2022-03-18T17:30Z [----] followers, [--] engagements

"PacBio's Schedule 14A filed ๐Ÿ’•page ๐Ÿ‘‡ $PACB has nearly $1b cash in hand: there's no near-term solvency risk stay invested and don't panic You need to know the franchise you invest in ๐Ÿ‘‡ Read SEC reports not panicky financial news https://investor.pacificbiosciences.com/node/13246/html https://investor.pacificbiosciences.com/node/13246/html"
X Link 2022-05-12T12:58Z [----] followers, [--] engagements

"1/ Listened to Twist Bio's Q1 earnings: haven't heard them for a year so this is a great refresher for me ๐Ÿ˜ƒ Dropping this thread ๐Ÿงตfor $TWST: https://edge.media-server.com/mmc/p/indnsanm https://edge.media-server.com/mmc/p/indnsanm"
X Link 2022-05-17T16:31Z [----] followers, [--] engagements

"1/2 June DCA done: $FATE: building core position $PACB: building core position $NVTA: โœ…top-up done final clip $TWST: topping up (core done) $SANA: building small position $IPSC: same as ๐Ÿ‘† Last month's buys๐Ÿ‘‡: https://x.com/TohJah7809/status/1527727691964657664s=20&t=wK8Y1d2QrZ09q83q-SjmPA 1/ May DCA done: $PACB: building core position $FATE: building core position $SANA: building small position $NVTA: core done in [----] top up $TWST: same ๐Ÿ‘† top up Have a good weekend๐Ÿป Last month's buys ๐Ÿ‘‡: https://t.co/lo6jAE10dt https://t.co/AMWflFf9gH"
X Link 2022-06-30T15:33Z [----] followers, [--] engagements

"$FATE: almost a quarter of float is shorted with crazy [--] days to cover short ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ If I were a bio short hunter (like this past week): Ill hunt Fates short sellers next ๐Ÿš€๐Ÿš€๐Ÿš€ Fate will have multiple readouts in H2 perfect catalysts/ excuses ๐Ÿ˜‹"
X Link 2022-08-13T12:13Z [----] followers, [--] engagements

"Ark's comms on: $NVTA $PACB ๐Ÿš€๐Ÿš€"
X Link 2022-08-13T14:11Z [----] followers, [--] engagements

"Ark's commentaries on $TWST"
X Link 2022-11-19T04:34Z [----] followers, [--] engagements

"@MacroAlf ๐Ÿคฆโ™‚ Sun & earth's movements are governed by laws of physics - that's hard science Market movements are not governed by any laws - it's social science Don't conflate the two"
X Link 2022-11-29T06:22Z [----] followers, [--] engagements

"Meituan (3690 HK): credit valuation after Q2 results"
X Link 2023-08-25T12:26Z [----] followers, [---] engagements

"$NVTA found a CFO: I guess she will settle in Q3-Q4 [----] They will print 850k shares for her - same # as another new hire Chief Commercial Officer (sales lead) Robert Guigley"
X Link 2023-09-26T11:58Z [----] followers, 13.2K engagements

"1) Bill Ackman: I covered my short โœ… 2) Powell: Im done hiking โœ… 3) Yellen: Im issuing less โœ… 4) Jobs: printed fewer fake jobs โœ… There you go: UST10Y rallied [--] bps ๐Ÿš€๐Ÿงจ๐Ÿ“ˆ๐Ÿ”ฅ Bio book is proxy bond book: enjoy the rally โœ‹๐Ÿป $XBI $ARKG"
X Link 2023-11-03T12:40Z [----] followers, [----] engagements

"$CRSP's FDA approval: CASGEVY: $2.2m wholesale price $200m milestone payment from $VRTX Market selling the news Strange price action: $CRSP -11% now $VRTX +2% Sure yields are up and $XBI small-cap bios are down but still quite a gap. ๐Ÿค”"
X Link 2023-12-11T15:17Z [----] followers, [----] engagements

"China tech credit research: Meituan [----] HK"
X Link 2024-03-31T17:03Z [----] followers, [---] engagements

"China tech credit research: Meituan (ticker: [----] HK) $11.8b cash low gross leverage: 2.1x Stock trading at HK$114.7 US$92b market cap Largest food delivery + top [--] hotel & travel booking company in China Sub-HK$90-100 would be ๐Ÿ˜‹"
X Link 2024-06-15T09:52Z [----] followers, [---] engagements

"Arks research on one-time cures vs periodic treatments $ARKG $CRSP $VRTX $NTLA ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿ’Š"
X Link 2024-11-09T10:19Z [----] followers, [----] engagements

"Just heard you on the podcast ๐ŸŽง๐ŸŽ™๐Ÿ‘‡ w/ @Skalemba : I enjoyed every minute of the podcast You were very inspiring ๐Ÿซก Your style of leadership of service to others of not giving up in the darkest days of 2020-2021 @CDPROJEKTRED is my fav game developer โœŒ https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw"
X Link 2024-12-16T07:42Z [----] followers, [---] engagements

"Blood cancers ๐Ÿฉธ and antigens Let's learn hematology in 2025๐Ÿฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty Let's learn hematology in 2025๐Ÿฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty"
X Link 2025-01-13T00:49Z [----] followers, [----] engagements

"$CRBU Caribou's reverse split event cancelled โœŒ๐ŸฆŒ Closing the week strong short squeeze in sympathy with $CRSP ๐Ÿค”"
X Link 2025-07-18T16:24Z [----] followers, [----] engagements

"$ZLAB Zai Lab Announces Updated Phase [--] Data for Zocilurtatug Pelitecan (formerly ZL-1310) Demonstrating Potential as a First-in-Class/Best-in-Class DLL3-Targeted ADC for Small Cell Lung Cancer and Initiation of Global Phase [--] Registrational Study Updated p1 data for DLL-3 ADC for lung cancer ๐Ÿซ Good safety decent efficacy โœ… P3 initiated for 2L 1L will be initiated in [----] ๐Ÿ‘ Comparison of this Oct (AACR) update vs Jun data ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1987188541546512824 https://twitter.com/i/web/status/1987188541546512824"
X Link 2025-11-08T16:00Z [----] followers, [---] engagements

"Ark's weekly commentaries: $ARKG $PSNL $ABSI ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-11-16T15:55Z [----] followers, [----] engagements

"$RLAY's top๐Ÿ”Ÿshareholders: Strange mix of generalists and healthcare funds ๐Ÿฅ‡ SoftBank # 1๐Ÿคจ Point72/ SAC is another generalist๐Ÿค”(this PM had been holding for some time and been averaging down) Healthcare funds: Commodore Casdin Bellevue Tang Nextech half of top๐Ÿ”Ÿowners https://whalewisdom.com/stock/rlay https://whalewisdom.com/stock/rlay"
X Link 2025-11-22T08:25Z [----] followers, [---] engagements

"Ark's Research: Is Abbotts Acquisition of Exact Sciences a Strategic Bet That Healthcare Delivery Will Change $ABT $EXAS $NTRA $GH $GRAL $ILMN $ARKG $XBI ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-12-02T16:03Z [----] followers, [---] engagements

"$RLAY Relay's SABCS [----] data update: ๐Ÿ‘‡๐Ÿ‘€ Good data top up ๐Ÿ‘: clean data maturation de-risking P3 (2L+ doublet combo therapy) The real prize is still vs inavolisib (1L mBC triplet combo therapy) (P1/2 advancing) Stock up small: +2% this week amidst broad market correction ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2000208984603840958 https://twitter.com/i/web/status/2000208984603840958"
X Link 2025-12-14T14:19Z [----] followers, [----] engagements

"Head-to-head summary of PI3K/ AKT/ mTOR inhibitors for breast cancer: Alpelisib (Piqray) - Novartis Inavolisib (Itovebi) - Roche/ Genentech Capivasertib (Truqap) - $AZN RLY-2608 - $RLAY STX-478 - $LLY/ Scorpion Gedatolisib - $CELC https://x.com/TohJah7809/status/1972503876717965579s=20 Head-to-head summary of PI3K/ AKT/ mTOR inhibitors for breast cancer: Alpelisib (Piqray) - Novartis Inavolisib (Itovebi) - Roche/ Genentech Capivasertib (Truqap) - $AZN RLY-2608 - $RLAY STX-478 - $LLY/ Scorpion Gedatolisib - $CELC ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘ https://t.co/ILIS9oqwIU"
X Link 2025-12-14T14:19Z [----] followers, [---] engagements

"Know your CAR-T therapy ๐Ÿ‘‡๐Ÿ‘€ $CRSP $CRBU $IPSC $SANA $FATE ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The procedure of CAR-T therapy https://t.co/wsCZNDr6sb The procedure of CAR-T therapy https://t.co/wsCZNDr6sb"
X Link 2025-12-24T16:10Z [----] followers, [----] engagements

"$ZLAB Zai Lab Announces Approval of COBENFY (xanomeline and trospium chloride/ KarXT) in China a First-in-Class Therapy for Schizophrenia Schizo affects nearly 24m worldwide 8m in China This approval triggered Santa rally for Zai Lab this week +4% ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐Ÿฅณ Stock is valued at $2b now -$0.8b cash = $1.26b/$0.46b = 2.7x current sales cheap Zai Lab is a value trade offering access to China bio market ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2004884306120831079 https://twitter.com/i/web/status/2004884306120831079"
X Link 2025-12-27T11:57Z [----] followers, [---] engagements

"Bio book first XI commentaries: $ARKG: speculative high-beta basket $TWST: adj EBITDA b/e by [----] y/e $RLAY: bet on a single molecule (PI3K inhibitor) $FATE $ZLAB: value trades $SANA: speculative cell therapy bet Back 5: legacy book holding - combined size is than the smallest of the front [--] Target signings: ๐ŸŽฏ $INSM: $150 (feel it's overvalued now - not chasing) $NVO: $40 (not easy to go down there but I'll wait) Completed Christmas shopping today ๐ŸŽ„๐ŸŽ…๐ŸฆŒ๐Ÿ› $ZLAB final clip in the morning (HK market) ๐Ÿœ $FATE final clip at night (my time) ๐Ÿ” My bio book first XI โšฝ is now ๐Ÿ’ฏโœ…: Forward: $ARKG"
X Link 2026-01-02T10:21Z [----] followers, [----] engagements

"Genome sequencing history $ILMN $PACB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR"
X Link 2026-01-10T18:46Z [----] followers, [---] engagements

"@AndyBerman6 @Biotech2k1 Thanks for the recap where do you like $INSM target price levels ๐ŸŽฏ"
X Link 2026-01-15T11:12Z [----] followers, [---] engagements

"$INSM big update from Insmed + prelim [----] results: Strong BRINSUPRI launch ๐Ÿฆพ: will it hit $1b in [----] ARIKAYCE: $450m-$470m in [----] Busy pipeline: - BRINSUPRI will land in EU the UK and Japan - Brensocatib for HS data in [----] Q2 - INS1033 (DPP1 inhibitor) for RA and IBD: IND in [----] - ARIKAYCE: p3 readout for newly diagnosed MAC patients - TPIP: PAH p2b readout in [----] H2 Stock -9% so far this year as large caps underperformed Insmed is worth $30b now so I think M&A chance is not high (haven't seen any "transformational" M&As) I hope it stays independent - I love indie bios"
X Link 2026-01-17T16:52Z [----] followers, [---] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-highlights-strategic-priorities-and-global-pipeline https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-highlights-strategic-priorities-and-global-pipeline"
X Link 2026-01-17T17:14Z [----] followers, [---] engagements

"$PACB PacBio HiFi Adopted as First-Line Sequencing Approach to Investigate Sudden Unexplained Death in Childhood (SUDC) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-17T17:21Z [----] followers, [---] engagements

"$PACB PacBio Announces Plans for Collaboration With n-Lorem Foundation and EspeRare to Advance Precision Therapies for Rare Genetic Diseases Genomics for ultra-rare/ n-of-1 diseases FYI $BEAM $PRME $ARKG ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-17T17:27Z [----] followers, [---] engagements

"$PACB PacBio JPM update prelim [----] results: Finally return to growth: Q4 +14% [----] +4%/ flat Carried by Vega the benchtop sequencer ๐ŸŽ Revio large sequencer sales down ๐Ÿคฎ Consumables and services up (I suppose you can attribute them to Revio + SPRQ-Nx chemistry) $280m cash: they don't have that much left. they need to grow fast โš  Good start to the year: +20% amidst broad small-cap and bio rally ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2012580412653273203 https://twitter.com/i/web/status/2012580412653273203"
X Link 2026-01-17T17:38Z [----] followers, [---] engagements

"$IPSC Schedule 13G: TCGX/ Chen Yu https://investors.centurytx.com/node/9546/html https://investors.centurytx.com/node/9546/html"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"$IPSC Schedule 13G: Deep Track/ David Kroin https://investors.centurytx.com/node/9541/html https://investors.centurytx.com/node/9541/html"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"Love this slide on cancer OS delta - more work to be done in blue ocean region for sure FYI $RLAY $ZLAB $MRK of course King Keytruda ๐Ÿ‘‘ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and divided indications to blue ocean or red ocean based on magnitude of improvement. Biggest progress was in melanoma and renal cancer (PD1/CTLA4) https://t.co/0H224jooI8 Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and"
X Link 2026-01-22T15:48Z [----] followers, [---] engagements

"Ark's weekly bio commentaries from prior week: $ARKG $MASS $PRME $PSNL ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-31T10:49Z [----] followers, [---] engagements

"SEC Form 8-K filing: $IPSC https://investors.centurytx.com/node/9566/html https://investors.centurytx.com/node/9566/html"
X Link 2026-01-31T11:03Z [----] followers, [---] engagements

"$BMY Cobenfy printed $50m in Q4 +16% vs Q3 $43m so $155m for [--] full year not bad I suppose for a schizo drug FYI $ZLAB: time for you to print for China ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $BMY #Camzyos growth impressive. I am curious to see how the launch of $CYTK will affect market share. Cobenfy disappointing. $KRTX https://t.co/Av4uWrWi2v $BMY #Camzyos growth impressive. I am curious to see how the launch of $CYTK will affect market share. Cobenfy disappointing. $KRTX https://t.co/Av4uWrWi2v"
X Link 2026-02-05T13:12Z [----] followers, [---] engagements

"$IPSC Be advised: Century's reverse stock split cancelled โŒ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-05T15:30Z [----] followers, [---] engagements

"Ark's Research: DeepMinds AlphaGenome Could Transform How We Understand Dark Matter $XLV $XBI $ARKG $GOOG ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-06T15:47Z [----] followers, [---] engagements

"Ark's Research: A Flurry Of Events Is Unfolding In Genetic Medicine $XLV $XBI $ARKG $NTLA $RGNX $LLY @arcinstitute FYI $BEAM $CRSP $PRME ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-06T15:51Z [----] followers, [---] engagements

"Ark's Research: Grails Regulatory Milestone Highlights The Future Of MCED $XLV $XBI $ARKG $GRAL $EXAS $ABT FYI $TWST $GH $NTRA ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-06T15:55Z [----] followers, [---] engagements

"Top hospital brands ๐Ÿ”Ÿ SGH ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Health systems compete globally for talent research funding referrals and patient trust. But which hospital leads on brand value worldwide ๐Ÿฅ Here we rank academic medical centers using data from our partner @BrandFinance via its [----] Global Top [---] Hospitals report. https://t.co/Gf39RH0Fh8 Health systems compete globally for talent research funding referrals and patient trust. But which hospital leads on brand value worldwide ๐Ÿฅ Here we rank academic medical centers using data from our partner @BrandFinance via its [----] Global"
X Link 2026-02-06T17:18Z [----] followers, [---] engagements

"Stomach cancer risk factors ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Age smoking bacteria genetic mutations together can raise risk of stomach cancer: Singapore study https://t.co/6sy0K7LiGo Age smoking bacteria genetic mutations together can raise risk of stomach cancer: Singapore study https://t.co/6sy0K7LiGo"
X Link 2026-02-07T04:39Z [----] followers, [---] engagements

"Really enjoyed listening to this interview with Perceptives boss Joe Edelman one of the best in our business (bio investing) $XLV $XBI $ARKG $PRAX $RYTM $CELC Perceptive family of portfolios 2025/ historical recap: good nice to see M&A 2021-2022 went under too much [----] outlook (๐Ÿ’ช๐Ÿฝ) The FDA (just a little worried on staffing not too worried) His investment style and book Discussion on [--] top names ๐Ÿ‘†๐Ÿพ Overhyped: gene editing (slightly but rationalising to what it is good for) Underhyped: gene therapy China Future for those who want to join this biz (sounds bright long runways in e.g."
X Link 2026-02-07T10:22Z [----] followers, [---] engagements

"Link to interview w/ Perceptive boss Joe Edelman ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‚ Thank you @BiotechTV https://www.biotechtv.com/post/joseph-edelman-perceptive-advisors-january-15-2026 https://www.biotechtv.com/post/joseph-edelman-perceptive-advisors-january-15-2026"
X Link 2026-02-07T10:23Z [----] followers, [---] engagements

"Happy weekend all cheers ๐Ÿพ๐Ÿฅ‚๐Ÿป๐ŸŽ‰๐Ÿฅณ๐Ÿฝ๐Ÿฅ˜๐Ÿ•๐Ÿ”๐ŸŒญ๐Ÿฟ๐ŸŽฅ๐Ÿ“บโšฝโ›ณ๐Ÿšต๐Ÿ›ซ๐Ÿš—๐Ÿ‘ถ๐Ÿ•๐Ÿ›Œ๐ŸŒ…๐Ÿ™๐Ÿ”๐Ÿ๐ŸŒŠ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉน๐Ÿฉธ๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Stocks ๐Ÿ“ˆ๐Ÿ“‰ Bonds ๐Ÿ“„๐Ÿ“ƒ FX: ๐Ÿ’ต๐Ÿ’ถ๐Ÿ’ท๐Ÿ’ด Commods: ๐Ÿ›ข๐Ÿ…๐Ÿฅˆ"
X Link 2026-02-07T16:10Z [----] followers, [---] engagements

"RT @yaireinhorn: ๐Ÿšจ๐ŸšจWOW Not only did $NVO has finally announced that it has filed a lawsuit against $HIMS but Novo Nordisk is suing for in"
X Link 2026-02-09T14:37Z [----] followers, [--] engagements

"FYI $ARCT Today weve announced that Gordon Naylor has been appointed interim ChiefExecutiveOfficer and Managing DirectorfollowingDrPaul McKenzies decision to retire. Read more: https://t.co/ymHTLP5Rik https://t.co/QKyXAj7M9l Today weve announced that Gordon Naylor has been appointed interim ChiefExecutiveOfficer and Managing DirectorfollowingDrPaul McKenzies decision to retire. Read more: https://t.co/ymHTLP5Rik https://t.co/QKyXAj7M9l"
X Link 2026-02-10T06:59Z [----] followers, [---] engagements

"Personal rules in biotech investing: Max 5% limit in a single name Avoid pre-clinical and phase [--] names Avoid devices & diagnostics Focus: for me = mainly immunology & oncology"
X Link 2025-04-05T10:38Z [----] followers, 16.1K engagements

"$ZLAB Zai Lab Announces NMPA Approval of AUGTYRO (repotrectinib) for Patients with NTRK-Positive Solid Tumors Approval in China for NTRK+ solid tumours Same drug approved for ROS1+ NSCLC in China in May [----] Drug approved by the FDA for NTRK+ and ROS1+ in Jun [----] and Nov [----] respectively $BMY Stock +4% in the past week amidst broad bio rally in front of #JPM26 ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2010212601708597384 https://twitter.com/i/web/status/2010212601708597384"
X Link 2026-01-11T04:50Z [----] followers, [---] engagements

"$IPSC OK here's a big news from Century: $135m PIPE led by TCGX + other marquee names: RA Commodore Deep Track RTW Venrock Fund T1D programme: IND in [----] initial clinical data in [----] Cash runway to [----] Q1 ๐Ÿ˜ต [----] Q4 pro-forma cash should be $230m+ I guess Stock 3x in the past month lol (still cheap trading deeply under cash) So in Dec CEO + CSO triggered a Santa rally ๐ŸŽ…๐Ÿ‘‡๐Ÿ‘€ Then Point72 topped up right before Christmas ๐ŸŽ„ Jan 2026: this news came out what a squeeze ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $IPSC Century's CSO bought $49k shares last week before Christmas helping"
X Link 2026-01-11T05:05Z [----] followers, [----] engagements

"$IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-11T05:10Z [----] followers, [---] engagements

"$IPSC Point72's 5.4% investment in Century (Christmas [----] shopping) ๐Ÿ‘‡๐Ÿ‘€ https://x.com/TohJah7809/status/2010217686299812093s=20 $IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://t.co/4ZHQgsNFRw https://x.com/TohJah7809/status/2010217686299812093s=20 $IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before"
X Link 2026-01-11T05:11Z [----] followers, [---] engagements

"$ZLAB Zai Lab JPM update: Dual-Engine Strat: Western drug gateway to China + CN bio innovation to global markets ๐ŸŒ Pipeline I like: - Zoci (DLL3 ADC): p3 in 2L/3L SCLC p1 in 1L SCLC - ZL-1503 (IL-13 x IL-31R bi-specific antibody): p1 for Atopic Dermatitis (AD) Sales: - COBENFY: looking forward to it (it's actually strong for $BMY globally) - VYVGART: monitoring NMPA approval: TTFields for 1L pancreatic cancer Zai Lab should achieve adjusted EBITDA breakeven in [----] Good start to the year: +7% amidst small-cap and bio rally This is a great value trade still very cheap"
X Link 2026-01-17T17:14Z [----] followers, [---] engagements

"$IPSC Schedule 13G: RA Capital/ Peter Kolchinsky/ Rajeev Shah https://investors.centurytx.com/node/9561/html https://investors.centurytx.com/node/9561/html"
X Link 2026-01-17T18:09Z [----] followers, [--] engagements

"$IPSC Schedule 13G: Venrock/ Nimish Shah/ Bong Y. Koh https://investors.centurytx.com/node/9556/html https://investors.centurytx.com/node/9556/html"
X Link 2026-01-17T18:09Z [----] followers, [--] engagements

"$IPSC Schedule 13G: Commodore/ Robert Egen Atkinson/ Michael Kramarz https://investors.centurytx.com/node/9551/html https://investors.centurytx.com/node/9551/html"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"Big big news from $IPSC Century this year: + Christmas shopping from Point72 ๐Ÿ‘€ and squeeze started by CEO + CSO double teaming the market ๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹๐Ÿš€ https://x.com/TohJah7809/status/2010216591938728013s=20 $IPSC OK here's a big news from Century: $135m PIPE led by TCGX + other marquee names: RA Commodore Deep Track RTW Venrock Fund T1D programme: IND in [----] initial clinical data in [----] Cash runway to [----] Q1 ๐Ÿ˜ต [----] Q4 pro-forma cash should be $230m+ I guess https://t.co/2wluxpjG6g https://x.com/TohJah7809/status/2010216591938728013s=20 $IPSC OK here's a big news from Century: $135m PIPE led"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"$IPSC Century reverse stock split: no goโŒ Stock rocketed past $1 and stayed above the past month or so Epic squeeze and series of events from Dec (see next tweet) ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-31T11:03Z [----] followers, [---] engagements

"Biotech is (was) in a bear market for the last [--] years with multiple false springs in between. Very tempted to say last Apr marked the bottom (for real) $XLV $XBI $IBB $ARKG $BBC $CANC ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Biotech IPOs value/# are above same period of any year in the last decade outside of [----]. Liquidity also improving. Looking at a sample set of 300+ biotech stocks daily shares traded is up 50% since a year ago. Via Leerink $XBI $IBB $BBC https://t.co/7yyi0bQwlv Biotech IPOs value/# are above same period of any year in the last decade outside of [----]. Liquidity also"
X Link 2026-02-06T17:12Z [----] followers, [---] engagements

"$PACB Not all immune cells behave like textbooks say. New blog: Dr. Santosha Vardhana shows how HiFi long read RNA reveals hidden transcript isoforms + real immune diversity in cancer data. If you build hypotheses from single cell data this is worth a read ๐Ÿ‘‡ https://t.co/OEKc82oysC Not all immune cells behave like textbooks say. New blog: Dr. Santosha Vardhana shows how HiFi long read RNA reveals hidden transcript isoforms + real immune diversity in cancer data. If you build hypotheses from single cell data this is worth a read ๐Ÿ‘‡ https://t.co/OEKc82oysC"
X Link 2026-02-06T17:15Z [----] followers, [---] engagements

"@Biotech2k1 ๐Ÿ‘Œ๐Ÿพ Ill be waiting Two risk events: 1) 13F: Darwin Global - did they take profit in Q4 Report should be out soon they own 10% of $INSM ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘€ (3/4 of their book ๐Ÿคฏ) 2) Q4 earnings/ guidance: should be good like JPM - will market then fade it ๐Ÿ˜‹"
X Link 2026-02-13T13:13Z [----] followers, [---] engagements

"$VRTX x $CRSP โœ‹๐Ÿพ Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB"
X Link 2026-02-13T18:37Z [----] followers, [---] engagements

"$TWST fiscal Q1 results: [----] guidance: revenue $435-440m gross margin 52% Adj EBITDA breakeven by fiscal Q4 (so calendar Q3) Adj EBITDA: adj item is mainly share-based comp Sales by geography & industry ๐Ÿ‘‡๐Ÿ‘€: nice EMEA growth trend diagnostics is Twist's bread & butter biz ๐Ÿž๐Ÿงˆ Large dx customer: is it $GRAL $198m cash a/o [----] Dec Stock +52% YTD ๐Ÿฆพ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€ $49/ share worth $3b now ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2022568218867765423 https://twitter.com/i/web/status/2022568218867765423"
X Link 2026-02-14T07:06Z [----] followers, [---] engagements

"News release: https://investor.cariboubio.com/news-releases/news-release-details/caribou-biosciences-announces-late-breaking-presentations-2026 https://investor.cariboubio.com/news-releases/news-release-details/caribou-biosciences-announces-late-breaking-presentations-2026"
X Link 2026-02-14T07:15Z [----] followers, [--] engagements

"$ABT $EXAS Exact Announces Record Q4 and FY [----] Results Merger w/ Abbott to close in [----] Q2 ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-14T07:20Z [----] followers, [---] engagements

"$TWST Artisan Partners owns 9.5% of Twist a/o [----] Dec [--] in 13G filing ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-14T07:26Z [----] followers, [---] engagements

"$TWST William Blair owns 9.7% of Twist a/o [----] Dec [--] in 13G filing ๐Ÿ‘‡๐Ÿ‘€ 10% ownership: you don't need to file Form [--] (a little more burdensome for =10% outside shareholders) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-14T07:29Z [----] followers, [---] engagements

"$NVCR $ZLAB FDA Approves Novocures Optune Pax for the Treatment of Locally Advanced Pancreatic Cancer Finally after nearly [--] years something for locally-advanced pancreatic cancer Optune Pax is a wearable medical device that delivers Tumor Treating Fields (TTFields) alternating electric fields that disrupt cancer cell replication to cause cell death providing a new treatment approach for pancreatic tumors Novocure +9% only on the week on this news ๐Ÿ˜… ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2022580681952358443 https://twitter.com/i/web/status/2022580681952358443"
X Link 2026-02-14T07:56Z [----] followers, [---] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/us-fda-approves-novocures-optune-paxr-treatment-locally-advanced https://ir.zailaboratory.com/news-releases/news-release-details/us-fda-approves-novocures-optune-paxr-treatment-locally-advanced"
X Link 2026-02-14T07:56Z [----] followers, [--] engagements

"$NVCR $ZLAB physics x biology ๐Ÿ‘‡๐Ÿ‘€ https://x.com/ozdogan_md/status/2022342109030654174s=20 [--] Years Later: A New Hope for Pancreatic Cancer ๐ŸŽ— #FDA has approved @Novocure 's #Optune Pax the first wearable electric field therapy for locally advanced pancreatic cancer. This non-invasive drug-free device uses TTFields technology to physically disrupt cancer cell https://t.co/jeRS6LYfYX https://x.com/ozdogan_md/status/2022342109030654174s=20 [--] Years Later: A New Hope for Pancreatic Cancer ๐ŸŽ— #FDA has approved @Novocure 's #Optune Pax the first wearable electric field therapy for locally advanced"
X Link 2026-02-14T07:56Z [----] followers, [---] engagements

"News release: https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets"
X Link 2026-02-15T15:02Z [----] followers, [--] engagements

"$PACB the disastrous foray into short-read sequencing: Omniome acquisition in [----] Onso short-read sequencer launched in [----] https://www.pacb.com/press_releases/pacific-biosciences-closes-acquisition-of-omniome-and-establishes-san-diego-presence/ https://www.pacb.com/press_releases/pacific-biosciences-closes-acquisition-of-omniome-and-establishes-san-diego-presence/"
X Link 2026-02-15T15:02Z [----] followers, [---] engagements

"$PACB PacBio Joins iHope Initiative as First Long-Read Genomic Sequencing Partner ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-15T15:06Z [----] followers, [---] engagements

"AI summary of $PACB results from @Finsee_main https://x.com/Finsee_main/status/2022060655558230457s=20 $PACB Q4 [----] earnings: Strategic Pivot Pays Off: Margins Expand Vega Ramps PacBio ended FY25 with a 14% YoY revenue beat ($44.6M) breaking a trend of sluggish growth. The quarter was defined by strict execution: the mid-throughput Vega system hit record placements (42 units) https://x.com/Finsee_main/status/2022060655558230457s=20 $PACB Q4 [----] earnings: Strategic Pivot Pays Off: Margins Expand Vega Ramps PacBio ended FY25 with a 14% YoY revenue beat ($44.6M) breaking a trend of sluggish"
X Link 2026-02-15T15:25Z [----] followers, [---] engagements

"So $PACB bought Omniome for $760m ($600m upfront + $160m commercial milestone in cash + shares) Then sold to $ILMN for $48m -94% writedown in 5Y. what a disaster โ—๐Ÿคฎ Adjacent market (short read) doesn't mean it can be your core competency ๐Ÿคฆโ™‚ https://x.com/TohJah7809/status/1706637497466487259s=20 $PACB PacBio Completes Sale of Short-Read Sequencing Assets to Illumina $ILMN ๐Ÿคฆโ™‚ Disastrous foray into short-read sequencing: Omniome acquisition in [----] Onso short-read sequencer launched in [----] ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://t.co/YnpmD8VcLe"
X Link 2026-02-15T15:37Z [----] followers, [---] engagements

"Guggenheim [----] Bio top picks $RVMD $RLAY $INSM $VRTX $IONS $EWTX $MAZE $VYGR $TVTX $VERA $ONC $GMAB Guggenheim's [----] Best Idea $RVMD https://t.co/CEWaoH1UXX Guggenheim's [----] Best Idea $RVMD https://t.co/CEWaoH1UXX"
X Link 2026-01-10T15:41Z [----] followers, [----] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-national-medical-products-administration-nmpa https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-national-medical-products-administration-nmpa"
X Link 2026-01-11T04:50Z [----] followers, [---] engagements

"News release: $IPSC https://investors.centurytx.com/news-releases/news-release-details/century-therapeutics-secures-oversubscribed-135-million-private https://investors.centurytx.com/news-releases/news-release-details/century-therapeutics-secures-oversubscribed-135-million-private"
X Link 2026-01-11T05:05Z [----] followers, [---] engagements

"Cell Atlas $ILMN x $LLY x $MRK x $AZN ๐Ÿ”ฅ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will help researchers including founding participants https://t.co/nwaxk8QLdw [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will"
X Link 2026-01-14T13:25Z [----] followers, [---] engagements

"$SANA boss interview ๐Ÿ‘‚๐Ÿ‘‡๐Ÿฝ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• : Sana Bio's CEO Steve Harr describes the science behind the company's cell therapy program that aims to be a cure for type [--] diabetes. $SANA Full video: https://t.co/lOzQc3Bzie https://t.co/IWnMsKJikm : Sana Bio's CEO Steve Harr describes the science behind the company's cell therapy program that aims to be a cure for type [--] diabetes. $SANA Full video: https://t.co/lOzQc3Bzie https://t.co/IWnMsKJikm"
X Link 2026-01-16T18:21Z [----] followers, [---] engagements

"$PACB PacBio and UC Davis Researchers Introduce CiFi a New Long-Read 3C Method That Enables Chromosome-Scale Assemblies from a Single SMRT Cell ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-17T17:18Z [----] followers, [---] engagements

"News release: https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-and-uc-davis-researchers-introduce-cifi-new-long-read-3c https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-and-uc-davis-researchers-introduce-cifi-new-long-read-3c"
X Link 2026-01-17T17:18Z [----] followers, [---] engagements

"Ark's weekly bio commentaries: $ARKG $CDNA $BEAM $ADPT ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-17T17:44Z [----] followers, [---] engagements

"@GeneInvesting Congrats on your twin turbo: $NTLA x $BEAM ๐Ÿ™Œ"
X Link 2026-01-22T15:52Z [----] followers, [---] engagements

"The FDA's Top ๐Ÿ”Ÿ reforms in the last [--] year ๐Ÿ‘‡๐Ÿ‘€ $XLV $XBI $ARKG ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Top [--] reforms at @US_FDA in Year [--] of the Trump administration. ๐Ÿงต Top [--] reforms at @US_FDA in Year [--] of the Trump administration. ๐Ÿงต"
X Link 2026-01-22T15:59Z [----] followers, [---] engagements

"RT @BiomedicalRX: $FATE around [---] continues to be a stellar trade ๐Ÿ”ฅ"
X Link 2026-01-22T17:00Z [----] followers, [--] engagements

"$ILMN ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The Illumina 5-base solution enables combined methylation and variant calling in a single run providing a streamlined workflow and richer context for biomarker research in cancer and genetic disease. Explore the science behind the Illumina 5-base solution: https://t.co/4rv4mvLY7B The Illumina 5-base solution enables combined methylation and variant calling in a single run providing a streamlined workflow and richer context for biomarker research in cancer and genetic disease. Explore the science behind the Illumina 5-base solution:"
X Link 2026-01-23T15:33Z [----] followers, [---] engagements

"Atopic Dermatitis (eczema) $REGN $SNY $ZLAB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Final results - hottest space in biotech https://t.co/R0OEojmsPn Final results - hottest space in biotech https://t.co/R0OEojmsPn"
X Link 2026-01-23T16:07Z [----] followers, [---] engagements

"RT @BiomedicalRX: No plans for a reverse share split ๐Ÿ”ฅ $IPSC"
X Link 2026-01-24T10:24Z [----] followers, [--] engagements

"RT @BowTiedBiotech: A few key takeaways from this weeks top biotech news: $BMY & $JANX: Tackling T-cell toxicity with tumor-activated mas"
X Link 2026-01-24T10:25Z [----] followers, [--] engagements

"Happy weekend all cheers ๐Ÿพ๐Ÿฅ‚๐Ÿป๐ŸŽ‰๐Ÿฅณ๐Ÿฝ๐Ÿฅ˜๐Ÿ•๐Ÿ”๐ŸŒญ๐Ÿฟ๐ŸŽฅ๐Ÿ“บโšฝโ›ณ๐Ÿšต๐Ÿ›ซ๐Ÿš—๐Ÿ‘ถ๐Ÿ•๐Ÿ›Œ๐ŸŒ…๐Ÿ™๐Ÿ”๐Ÿ๐ŸŒŠ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉน๐Ÿฉธ๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Stocks ๐Ÿ“ˆ๐Ÿ“‰ Bonds ๐Ÿ“„๐Ÿ“ƒ FX: ๐Ÿ’ต๐Ÿ’ถ๐Ÿ’ท๐Ÿ’ด Commods: ๐Ÿ›ข๐Ÿ…๐Ÿฅˆ"
X Link 2026-01-24T16:31Z [----] followers, [---] engagements

"Arks Research: JPM Healthcare Conference Featured Breakthroughs in Cancer Diagnostics $ARKG $TEM $NTRA $GH $PSNL ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-24T16:40Z [----] followers, [---] engagements

"RT @PearlF: Novartis Chief Strategy Officer Ronny Gal wrote that the US is at "risk of losing its edge" in early clinical trials to China"
X Link 2026-01-27T06:27Z [----] followers, [--] engagements

"RT @tomsilver39: Needham:" Biotech/Biopharma [----] Preview; Catalyst Tracker and Company Previews $OCUL $CYTK $OMER $KALV $XENE $VRDN ." h"
X Link 2026-01-27T06:27Z [----] followers, [--] engagements

"RT @tomsilver39: Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We Believe Have Po"
X Link 2026-01-29T15:56Z [----] followers, [--] engagements

"RT @chuminhua432: The results from a phase III clinical study for the treatment of HER2-positive gastric or gastroesophageal junction cance"
X Link 2026-01-29T15:57Z [----] followers, [--] engagements

"Know your hallmarks of cancer ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• If you ever interview for a cancer PhD you'll probably get asked about the Hallmarks of Cancer (a trio of reviews with [------] citations between them) Here's my PSA that a 4th has just been published Hallmarks of cancerThen and now and beyond https://t.co/4FMp0DuLvQ https://t.co/ArhiUqJa5k If you ever interview for a cancer PhD you'll probably get asked about the Hallmarks of Cancer (a trio of reviews with [------] citations between them) Here's my PSA that a 4th has just been published Hallmarks of cancerThen and now and beyond"
X Link 2026-01-30T11:01Z [----] followers, [---] engagements

"RT @yaireinhorn: Heres a great video in which $CRSP CEO @CrisprSam explains in laymans terms what is CRISPR how CASGEVY - the first FDA"
X Link 2026-01-30T11:34Z [----] followers, [--] engagements

"Dupi ๐Ÿ‘‘ $SNY $REGN ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp"
X Link 2026-01-30T12:17Z [----] followers, [---] engagements

"RT @CellPressNews: An update to the Hallmarks of Cancer framework for understanding (and researching) what causes human cancers. https://t"
X Link 2026-01-30T18:17Z [----] followers, [---] engagements

"RT @drrichjlaw: We need more nuanced cell state conscious biological targets in I&I than just blocking TNF & IL receptors like we a hammer"
X Link 2026-01-30T18:24Z [----] followers, [--] engagements

"RT @ScienceMagazine: The blood-brain barrier can prevent therapeutic drugs from reaching the brain. Researchers in @ScienceAdvances last"
X Link 2026-01-30T18:39Z [----] followers, [--] engagements

"RT @yaireinhorn: 1/In this great piece - WSJs excellent columnist @david_wainer is shedding light on a very interesting and somewhat predi"
X Link 2026-01-31T07:21Z [----] followers, [--] engagements

"RT @yaireinhorn: Here is Eli Lillys $LLY CEO Dave Ricks - one of the top-notch CEOs in the Pharma and BioTech ecosystem explaining how th"
X Link 2026-01-31T07:32Z [----] followers, [--] engagements

"RT @DraMartinezLago: ๐Ÿงฌ๐Ÿ”ฅ KRAS revolution accelerating ๐Ÿ”น RAS altered in 20% cancers ๐Ÿ”น KRAS G12C inhibitors proved RAS druggable โœ… โš  Early"
X Link 2026-01-31T07:33Z [----] followers, [--] engagements

"RT @NatureCancer: โ„Our January Issue is out Featuring: โ˜‘immune atlas in multiple myeloma โ˜‘tumor microbiome in head & neck cancer โ˜‘MEK"
X Link 2026-01-31T07:39Z [----] followers, [--] engagements

"Managing cancer drug side effects $RLAY $LLY ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• PI3K/AKT/mTOR inhibitors improve outcomes in HR+ metastatic breast cancer but success depends on managing predictable early toxicities. ๐Ÿง  The practical clinic playbook focuses on four key AEs: ๐Ÿฌ Hyperglycemia ๐ŸŒฟ Rash ๐Ÿ‘„ Stomatitis ๐Ÿ’ง Diarrhea ๐Ÿงช Trial-backed regimens https://t.co/VdTNu515Qv PI3K/AKT/mTOR inhibitors improve outcomes in HR+ metastatic breast cancer but success depends on managing predictable early toxicities. ๐Ÿง  The practical clinic playbook focuses on four key AEs: ๐Ÿฌ Hyperglycemia ๐ŸŒฟ Rash ๐Ÿ‘„"
X Link 2026-01-31T07:42Z [----] followers, [---] engagements

"$AZN deepens its footprint in China following Starmer's visit: Astra poster boy of the UK's investment in China x $XLV $XBI $ARKG ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $AZN plans to invest $15 billion in China through [----] to pioneer the next-generation of innovative medicines https://t.co/E6dPutv07E expanding the capabilities in breakthrough treatments like cell therapy and radioconjugates $AZN plans to invest $15 billion in China through [----] to pioneer the next-generation of innovative medicines https://t.co/E6dPutv07E expanding the capabilities in breakthrough treatments like cell therapy"
X Link 2026-01-31T11:34Z [----] followers, [---] engagements

"Jobs investing in the fight against cancer $XLV $XBI $ARKG Reed Jobs was [--] when his father Apple founder Steve Jobs received a harrowing diagnosis: pancreatic cancer. He died eight years later at age [--]. That tragedy led the younger Jobs to become an investor funding companies focused on preventing people from dying of cancer which https://t.co/xkio8SdnCO Reed Jobs was [--] when his father Apple founder Steve Jobs received a harrowing diagnosis: pancreatic cancer. He died eight years later at age [--]. That tragedy led the younger Jobs to become an investor funding companies focused on"
X Link 2026-01-31T12:46Z [----] followers, [---] engagements

"@boolusilan I suppose the centre cant use NVIDIAs advanced chips Or can a US company import advanced NVIDIAs advanced chips into China for its own use"
X Link 2026-02-06T13:30Z [----] followers, [---] engagements

"RT @BiopharmIQ: ๐Ÿ“Œ Biotech Stock News 2/6 @ Open $ROIV 18% Mosliciguat & Brepocitinib Trial Updates $DNLI 5% TransportVehicle Progress Upd"
X Link 2026-02-06T15:38Z [----] followers, [--] engagements

"Selected Ark weekly comms: $NIO / [----] HK"
X Link 2022-10-29T13:00Z [----] followers, [--] engagements

"Another week same rumour: China tech ๐Ÿš€๐Ÿš€๐Ÿš€ Im waiting for the days bios squeeze up like this its like early Christmas man Nio (9866 HK) up 20% lol"
X Link 2022-11-04T12:02Z [----] followers, [--] engagements

"Selected Ark weekly comms: $ARCT $TXG $VCYT $EXAS $NIO (9866 HK)"
X Link 2022-11-06T12:45Z [----] followers, [--] engagements

"Selected Ark weekly comms: $PRME Prime Med $NIO (also [----] HK) $XPEV"
X Link 2022-12-03T14:44Z [----] followers, [--] engagements

"Ark's weekly bio commentaries: $ARKG $EXAS $BFLY $PSNL $PACB Exact used to be $ARKG's top name for quite some - with this largest diagnostic acquisition ever Exact is not even in its top๐Ÿ”Ÿ๐Ÿคฆโ™‚ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-11-22T07:31Z [----] followers, [---] engagements

"Bernstein [----] bio outlook $VRTX $REGN $BBIO $BMRN $ALNY $BEAM ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Bernstein;" US Biotech 2026: Biotech is back Upgrading $VRTX to Outperform and top pick + $BEAM Top pick." $REGN $BIIB $BBIO $IONS $BMRN $ARWR $CRSP $DYN $SRPT $BHVN $NTLA $ALLO https://t.co/tJ2wqPuW2k Bernstein;" US Biotech 2026: Biotech is back Upgrading $VRTX to Outperform and top pick + $BEAM Top pick." $REGN $BIIB $BBIO $IONS $BMRN $ARWR $CRSP $DYN $SRPT $BHVN $NTLA $ALLO https://t.co/tJ2wqPuW2k"
X Link 2026-01-12T13:28Z [----] followers, [---] engagements

"$FATE Piper price target: $6 ๐ŸŽฏ Its a value trade ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Piper:" Looking for Value Three Biotech Names to Buy Now: $ARVN $FATE $STRO." https://t.co/9kU3k3z8Z3 Piper:" Looking for Value Three Biotech Names to Buy Now: $ARVN $FATE $STRO." https://t.co/9kU3k3z8Z3"
X Link 2026-01-26T06:49Z [----] followers, [----] engagements

"Personal rules in biotech investing: Max 5% limit in a single name Avoid pre-clinical and phase [--] names Avoid devices & diagnostics Focus: for me = mainly immunology & oncology"
X Link 2025-04-05T10:38Z [----] followers, 16.1K engagements

"RAS landscape from $ERAS' corporate deck. Surprisingly sparse imo maybe because of technical issues (finding good inhibitors tri-complex or degraders) Three pure plays are $RVMD (P3 $18.6B) $ERAS (P1 $3.7B) and $ANL (P1 just started $350M) with three pan-RAS programs that look mechanistically similar. $ERAS and $ANL have more potent compounds and need lower doses but still unclear if this leads to a different clinical profile. https://twitter.com/i/web/status/2023333028278554956 https://twitter.com/i/web/status/2023333028278554956"
X Link 2026-02-16T09:46Z [----] followers, [----] engagements

"#germline mutations in 30.9% of White 16.1% of non-White & 13.6% of Black #patients w/ metastatic #prostatecancer (mPC) #BRCA most common HRR mutation only 30% of mCSPC 10% of mCRPC & 10% of localized #PC #patients receive #germline #genetictesting despite #universal recs #germlinetesting critical to identify #patients who benefit biomarker-directed therapies such as #PARPinhibitors c/w #DrNealShore et al. @EurUrolOncol #DrNealShore et al. @JCOOP_ASCO @ASCO #access #reducedisparities #universal #germlinetesting #precisionmedicine #precisiontherapy #clinicaltrials #precisionprevention"
X Link 2026-02-15T15:37Z [----] followers, [---] engagements

"So $PACB bought Omniome for $760m ($600m upfront + $160m commercial milestone in cash + shares) Then sold to $ILMN for $48m -94% writedown in 5Y. what a disaster โ—๐Ÿคฎ Adjacent market (short read) doesn't mean it can be your core competency ๐Ÿคฆโ™‚ https://x.com/TohJah7809/status/1706637497466487259s=20 $PACB PacBio Completes Sale of Short-Read Sequencing Assets to Illumina $ILMN ๐Ÿคฆโ™‚ Disastrous foray into short-read sequencing: Omniome acquisition in [----] Onso short-read sequencer launched in [----] ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://t.co/YnpmD8VcLe"
X Link 2026-02-15T15:37Z [----] followers, [---] engagements

"$PACB PacBio Completes Sale of Short-Read Sequencing Assets to Illumina $ILMN ๐Ÿคฆโ™‚ Disastrous foray into short-read sequencing: Omniome acquisition in [----] Onso short-read sequencer launched in [----] ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-15T15:02Z [----] followers, [---] engagements

"$PACB PACB Q4/ FY [----] results: Finally return to growth in Q4 +14% driven by consumables and Vega Revio ๐Ÿคฎ not selling. (but existing placements generate consumable revenue) SPRQ-Nx is guided to lower sequencing costs (sub-$300 genome): will drive volume but not quantified Cash a/o Dec 31: $279.5m + $48m from short-read sales = $327m - is it enough runway to +ve cashflow in [----] Stock -7% last week sold off on earnings ๐Ÿ”ป๐Ÿ“‰๐Ÿ”ฅ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2023056124413636916 https://twitter.com/i/web/status/2023056124413636916"
X Link 2026-02-15T15:25Z [----] followers, [---] engagements

"News release: https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-announces-fourth-quarter-and-full-year-2025-financial https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-announces-fourth-quarter-and-full-year-2025-financial"
X Link 2026-02-15T15:25Z [----] followers, [---] engagements

"AI summary of $PACB results from @Finsee_main https://x.com/Finsee_main/status/2022060655558230457s=20 $PACB Q4 [----] earnings: Strategic Pivot Pays Off: Margins Expand Vega Ramps PacBio ended FY25 with a 14% YoY revenue beat ($44.6M) breaking a trend of sluggish growth. The quarter was defined by strict execution: the mid-throughput Vega system hit record placements (42 units) https://x.com/Finsee_main/status/2022060655558230457s=20 $PACB Q4 [----] earnings: Strategic Pivot Pays Off: Margins Expand Vega Ramps PacBio ended FY25 with a 14% YoY revenue beat ($44.6M) breaking a trend of sluggish"
X Link 2026-02-15T15:25Z [----] followers, [---] engagements

"$PACB Q4 [----] earnings: Strategic Pivot Pays Off: Margins Expand Vega Ramps PacBio ended FY25 with a 14% YoY revenue beat ($44.6M) breaking a trend of sluggish growth. The quarter was defined by strict execution: the mid-throughput Vega system hit record placements (42 units) and Non-GAAP Gross Margin expanded to 40% (vs 31% YoY). Simultaneously management shored up the balance sheet by selling non-core short-read assets to Illumina for $48M. While Revio placements remain below peak levels the shift toward recurring consumable revenue and operational discipline has significantly narrowed"
X Link 2026-02-12T21:30Z [----] followers, [---] engagements

"$PACB the disastrous foray into short-read sequencing: Omniome acquisition in [----] Onso short-read sequencer launched in [----] https://www.pacb.com/press_releases/pacific-biosciences-closes-acquisition-of-omniome-and-establishes-san-diego-presence/ https://www.pacb.com/press_releases/pacific-biosciences-closes-acquisition-of-omniome-and-establishes-san-diego-presence/"
X Link 2026-02-15T15:02Z [----] followers, [---] engagements

"$PACB Omniome short-read acquisition https://x.com/LifeSciLad/status/2018410167487049856s=20 $PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://t.co/Oir5N9ZCM3 https://x.com/LifeSciLad/status/2018410167487049856s=20 $PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://t.co/Oir5N9ZCM3"
X Link 2026-02-15T15:09Z [----] followers, [---] engagements

"$PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets"
X Link 2026-02-02T19:44Z [---] followers, [----] engagements

"$PACB PacBio Joins iHope Initiative as First Long-Read Genomic Sequencing Partner ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-15T15:06Z [----] followers, [---] engagements

"News release: https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-joins-ihope-initiative-first-long-read-genomic-sequencing https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-joins-ihope-initiative-first-long-read-genomic-sequencing"
X Link 2026-02-15T15:06Z [----] followers, [--] engagements

"$XLV sector valuation vs history $XBI $ARKG S&P [---] sector valuations. Info Tech & Staples with the same 24x P/E Energy now 20x GS https://t.co/ViUxTQFCV3 S&P [---] sector valuations. Info Tech & Staples with the same 24x P/E Energy now 20x GS https://t.co/ViUxTQFCV3"
X Link 2026-02-15T14:49Z [----] followers, [---] engagements

"S&P [---] sector valuations. Info Tech & Staples with the same 24x P/E Energy now 20x GS"
X Link 2026-02-15T13:32Z 69.2K followers, [----] engagements

"RT @yaireinhorn: Here is my favourite weekly ๐Ÿงต- made by my dear friend @BiopharmIQ - which is a comprehensive recap of the past week in Bio"
X Link 2026-02-15T14:43Z [----] followers, [--] engagements

"Here is my favourite weekly ๐Ÿงต- made by my dear friend @BiopharmIQ - which is a comprehensive recap of the past week in BioTech. This ๐Ÿงต gathers the best BioTech posts written by some of the best & brightest BioTwitter accounts - all into one place. Do give him a follow. $XBI ๐Ÿงฌ Biopharma Weekly Recap ๐Ÿ“ This week in biotech: $NKTR AtD data and financing ignite upside debate GLP-1 pill surge boosts $NVO/$LLY M&A chatter builds and dense Q1 readouts drive volatility. See interesting posts/ppl to check out ๐Ÿ‘‡ @AppleHelix 1/ There is some ๐Ÿงฌ Biopharma Weekly Recap ๐Ÿ“ This week in biotech: $NKTR"
X Link 2026-02-15T14:21Z 18.5K followers, [----] engagements

"๐Ÿงฌ Biopharma Weekly Recap ๐Ÿ“ This week in biotech: $NKTR AtD data and financing ignite upside debate GLP-1 pill surge boosts $NVO/$LLY M&A chatter builds and dense Q1 readouts drive volatility. See interesting posts/ppl to check out ๐Ÿ‘‡ @AppleHelix 1/ There is some confusion with the reporting on $MRNA Refuse to File. @seedy19tron The Weekly ๐ŸŒฑ New: $anl $tern $cmps Increased: $abvx $nktr Unchanged: $nxtc $ovid $slno $cntx $pasg $dawn $lqda $rytm Decreased: Closed: $crvs (s) $apge (s) $asnd $ptn $cogt @Andre_AGTC My watch list near term catalysts @ResearchPulse1 Can UBT251 from NVO be a"
X Link 2026-02-14T16:03Z 28.9K followers, 11.4K engagements

"$TWST V Day ๐Ÿ’• Happy Valentines Day from all of us at @TwistBioscience We are sharing the love this week and hope you will too. The Twist design team has been busy creating Valentines for science fans. Please screenshot and share these digital Valentines with your fellow lab mates. https://t.co/aMwC1Jph4r ๐Ÿ’• Happy Valentines Day from all of us at @TwistBioscience We are sharing the love this week and hope you will too. The Twist design team has been busy creating Valentines for science fans. Please screenshot and share these digital Valentines with your fellow lab mates."
X Link 2026-02-14T17:54Z [----] followers, [---] engagements

"๐Ÿ’• Happy Valentines Day from all of us at @TwistBioscience We are sharing the love this week and hope you will too. The Twist design team has been busy creating Valentines for science fans. Please screenshot and share these digital Valentines with your fellow lab mates"
X Link 2026-02-14T15:44Z 25.7K followers, [---] engagements

"Happy weekend all cheers ๐Ÿพ๐Ÿฅ‚๐Ÿป๐ŸŽ‰๐Ÿฅณ๐Ÿฝ๐Ÿฅ˜๐Ÿ•๐Ÿ”๐ŸŒญ๐Ÿฟ๐ŸŽฅ๐Ÿ“บโšฝโ›ณ๐Ÿšต๐Ÿ›ซ๐Ÿš—๐Ÿ‘ถ๐Ÿ•๐Ÿ›Œ๐ŸŒ…๐Ÿ™๐Ÿ”๐Ÿ๐ŸŒŠ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉน๐Ÿฉธ๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Stocks ๐Ÿ“ˆ๐Ÿ“‰ Bonds ๐Ÿ“„๐Ÿ“ƒ FX: ๐Ÿ’ต๐Ÿ’ถ๐Ÿ’ท๐Ÿ’ด Commods: ๐Ÿ›ข๐Ÿ…๐Ÿฅˆ"
X Link 2026-02-14T17:36Z [----] followers, [---] engagements

"Arks Research: OpenAl And Ginkgo Are Highlighting The Convergence Among Al Robotics And Biology $ARKG $DNA $TWST ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-14T17:36Z [----] followers, [---] engagements

"RT @BiopharmIQ: ๐Ÿงฌ Biotech Weekly News Largest single-day stock moves during the week ending 02/13/26 ๐Ÿ“ˆ $EVMN 71% EVO301 Topline data $NKT"
X Link 2026-02-14T14:31Z [----] followers, [--] engagements

"๐Ÿงฌ Biotech Weekly News Largest single-day stock moves during the week ending 02/13/26 ๐Ÿ“ˆ $EVMN 71% EVO301 Topline data $NKTR 51% REZOLVE-AD Maintenance Data $HUMA 30% New Defense Funding for Blood Vessels $PHIO 24% Positive SMC wrap-up on PH-762 $NVCR 19% FDA Approves Optune Pax for Cancer ๐Ÿ“‰ $UPB -47% VALIANT Trial Results $MCRB -42% Program and Corporate Updates $CHRS -20% Pricing of Public Offering $1.75/sh $OKYO -19% Pricing of $20M Offering $1.85/sh $RGNX -14% Regulatory Update on RGX-121 BLA See image below. *** AD momentum continues. $NKTR maintenance data + early Ph2a from $EVMN in a"
X Link 2026-02-14T14:02Z 28.9K followers, [----] engagements

"Data in large/rapidly growing AD market keeps coming. Today $NKTR maintenance + initial Ph2a from $EVMN IL-18 approach Modified Evommune slide shows how large AD market is v Psoriasis and still [--] years behind PsO Room for several new therapies to grow this market"
X Link 2026-02-10T18:31Z [----] followers, [----] engagements

"$TWST fiscal Q1 results: [----] guidance: revenue $435-440m gross margin 52% Adj EBITDA breakeven by fiscal Q4 (so calendar Q3) Adj EBITDA: adj item is mainly share-based comp Sales by geography & industry ๐Ÿ‘‡๐Ÿ‘€: nice EMEA growth trend diagnostics is Twist's bread & butter biz ๐Ÿž๐Ÿงˆ Large dx customer: is it $GRAL $198m cash a/o [----] Dec Stock +52% YTD ๐Ÿฆพ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€ $49/ share worth $3b now ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2022568218867765423 https://twitter.com/i/web/status/2022568218867765423"
X Link 2026-02-14T07:06Z [----] followers, [---] engagements

"Earnings deck: https://investors.twistbioscience.com/static-files/99572881-599b-41b6-a1c3-9c776d5b1604 https://investors.twistbioscience.com/static-files/99572881-599b-41b6-a1c3-9c776d5b1604"
X Link 2026-02-14T07:06Z [----] followers, [---] engagements

"As usual like @Finsee_main s AI summary of $TWST results ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘€ $TWST Q1 [----] earnings: Strong Beat and Guidance Raise But Profitability Takes a Deliberate Step Back *** Updated after the call: Twist delivered its 12th consecutive quarter of growth with record revenue of $103.7M beating guidance of $100-101M by 3%. DNA Synthesis & Protein $TWST Q1 [----] earnings: Strong Beat and Guidance Raise But Profitability Takes a Deliberate Step Back *** Updated after the call: Twist delivered its 12th consecutive quarter of growth with record revenue of $103.7M beating guidance of $100-101M by 3%. DNA"
X Link 2026-02-14T11:43Z [----] followers, [---] engagements

"$TWST Q1 [----] earnings: Strong Beat and Guidance Raise But Profitability Takes a Deliberate Step Back *** Updated after the call: Twist delivered its 12th consecutive quarter of growth with record revenue of $103.7M beating guidance of $100-101M by 3%. DNA Synthesis & Protein Solutions surged 27% YoY powered by AI-enabled drug discovery demand. The company raised full-year revenue guidance to $435-440M from $425-435Mmore than double the Q1 beat at the midpoint. Gross margin held at 52.0% up [--] points YoY. However SG&A expenses jumped 24% YoY as management front-loaded investments in sales"
X Link 2026-02-03T09:43Z [----] followers, [---] engagements

"This is why everyone working on the same targets in biotech/pharma (VCs) hurts everyone. [---] clinical trials of TIGIT inhibs cost $3.5Bn & involved [-----] patients. None worked. Herding amplifies loss in an industry that has a 95% failure rate. https://bmjoncology.bmj.com/content/5/1/e001037 https://bmjoncology.bmj.com/content/5/1/e001037"
X Link 2026-02-13T20:04Z [----] followers, 22.8K engagements

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