@TweetAwayDK Avatar @TweetAwayDK Daniel Kim

Daniel Kim posts on X about $ocul, $lulu, $sats, tariffs 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 finance fashion brands cryptocurrencies technology brands countries celebrities ncaa football

Social topic influence $ocul #67, $lulu, $sats, tariffs, longterm, $lly, $unh, money, $abvx, $nvo

Top accounts mentioned or mentioned by @houndcl @plainyogurt21 @biotechautist @spencerhakimian @wexcapital @jbulltard1 @zacharygroupllc @grok @taobanker @mattjmcclintock @philoinvestor @rnaianalyst @fidelisaurelius @biotechanalysst @singhlosophy @seedy19tron @respekchemistry @anthonytayior @elmonogran42994 @revcap

Top assets mentioned Ocular Therapeutix, Inc. (OCUL) Lululemon Athletica Inc (LULU) SATS (Ordinals) (SATS) Eli Lilly and Company (LLY) UnitedHealth Group (UNH) Abivax SA (ABVX) Novo-Nordisk (NVO) Revolution Medicines, Inc. (RVMD) Metadium (META) Cigna Corp (CI) CVS Health Corp (CVS) Strategy (MSTR) Nike Inc (NKE) Burford Capital Limited (BUR) Crocs, Inc. (CROX) SuperRare (RARE) Soleno Therapeutics, Inc. Common Stock (SLNO) Alphabet Inc Class A (GOOGL) Autozone Inc (AZO) Eclipse (ES) ChessCoin (CHESS) The GEO Group, Inc. (GEO) CoreCivic, Inc. (CXW) Oscar Health, Inc. (OSCR) Costco Wholesale Corporation (COST) Humana Inc (HUM) Tapestry, Inc. (TPR) Liquidia Corporation Common Stock (LQDA)

Top Social Posts

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

"@ZacharyGroupLLC Per Google looks like FCC ruled in [----] that [----] GHz should remain exclusive for satellite but they opened to comment that [----] GHz be repurposed to FWA/5G/6G. Where is the FCC in this process Does $SATS have [----] GHz"
X Link 2024-10-17T16:27Z [--] followers, [--] engagements

"@ZacharyGroupLLC What makes you think $SATS management / Ergen is going to proactively sell spectrum / unlock value Sure it makes sense to reward shareholders but Ergen has shown that his pride is more important otherwise he would have dealt DISH to DTV long long ago"
X Link 2024-10-17T16:30Z [--] followers, [--] engagements

"@ZacharyGroupLLC IMO very real probability that $SATS continues to burn cash building out their 5G network (to the tune of $4.5b per year in OpEx / CapEx) just to run out of cash [--] months from now (assuming DTV sale goes through). Then back to selling $SATS at fire sale just like DBS"
X Link 2024-10-17T16:33Z [--] followers, [--] engagements

"Anyone have a view on how much Trumps MFN pharma EO is going to affect companies with PBMs like $UNH $CI and $CVS Do we think the EO will be enforced and how likely is it that PBMs are disintermediated by direct-to-consumer given that insurance pays for most meds"
X Link 2025-05-14T00:45Z [---] followers, [----] engagements

"@SpencerHakimian Makes sense but on the bond chart its cherry picking to select only the post-COVID period when rates have gone up from zero. If you think the Fed is going to ease because of turmoil and that equities wont perform whether to allocate to bonds becomes a tougher decision"
X Link 2025-05-19T20:34Z [--] followers, [--] engagements

"@kingdomcapadv Fair but where the company was in the past doesnt inform what a person should do with the stock today. I havent looked into the name but the setup doesnt seem the cleanest here is all Im saying"
X Link 2025-05-19T21:02Z [--] followers, [---] engagements

"@FedGuy12 As reflected in which securities Big spending bill hard to see equities going down"
X Link 2025-05-19T22:57Z [--] followers, [---] engagements

"@AnnaEconomist Forget what companies say watch what they do. Corporations are incentivized to say what they think will please Trump / avoid his wrath truth be damned. Prices are going up on tariffed imports Home Depot or otherwise"
X Link 2025-05-21T10:38Z [--] followers, [--] engagements

"@SecScottBessent More like Trumps policies are known to wreck the dollar - convenient if your net worth is mostly digital assets 🙄"
X Link 2025-05-23T18:18Z [--] followers, [--] engagements

"@ruth_capital @amitisinvesting Wouldnt a weaker dollar only be helpful to companies who export Doesnt feel like the entire market should be up based on a weaker dollar alone. Case in point yen carry unwinding was bad for equities. I wonder instead if bond money is escaping into equities / real assets"
X Link 2025-05-24T00:39Z [--] followers, [---] engagements

"@junkbondinvest Painful but not over - low liquidity works in the other direction too. Case in point - meme stocks to the moon 🚀🚀🚀"
X Link 2025-05-30T21:54Z [--] followers, [---] engagements

"@BobEUnlimited IMO tariffs arent the story. People need to be weighing 1BBB passing and the effects of massive deficit spending that dwarf potential tariff impacts as of yet. Trillions billions"
X Link 2025-06-01T12:53Z [--] followers, [---] engagements

"@rev_cap Guessing people are thinking dollar devaluation (precious metals up) is going to be systemic for the foreseeable future Re-rating the entire precious metals mining group (long duration precious metals price)"
X Link 2025-06-02T17:05Z [--] followers, [---] engagements

"@yummyCenturyEgg Hmm what do you think is Ergens play Perplexity says he isnt a creditor and hes controlling shareholder of SATS so being in the equity aligns with him (thats a big plus). Any way he gets liquidity (via spectrum sale) without bringing SATS common along"
X Link 2025-06-03T22:51Z [--] followers, [--] engagements

"@InvestInAssets Wow Eddie Lampert - Kmart bottom-picking riding $AZO and raiding $SHLD (and dragging Bruce Berkowitz down with it) made great returns 👀"
X Link 2025-06-08T20:46Z [---] followers, [---] engagements

"@dan_tmt What do you feel is the likelihood $SATS spectrum licenses connected to the 5G buildout get revoked Or MSS bands shared with SpaceX or some other"
X Link 2025-06-09T18:48Z [--] followers, [---] engagements

"@dan_tmt If the FCC moves to revoke $SATS spectrum licenses dont the [----] and [----] spectrum-backed bond issues get completely wrecked The converts are down (I get that lower stock low coupon) but the [----] 10.75% is basically still trading at par. Seems massively risky to hold"
X Link 2025-06-10T17:52Z [--] followers, [---] engagements

"@iancassel Any names you want to suggest in the latter camp 🙃"
X Link 2025-06-14T18:56Z [---] followers, [---] engagements

"@BoringBiz_ Also true that GDP growth is strongly correlated with population growth. The US benefits from healthy immigration"
X Link 2025-06-16T23:18Z [--] followers, [--] engagements

"@HighyieldHarry .it's the crying babies"
X Link 2025-06-17T14:50Z [--] followers, [--] engagements

"@TheMossadIL IRGC Chief of Staff any takers Anyone 🙋🏻♂"
X Link 2025-06-17T18:57Z [--] followers, [--] engagements

"@Alice_MiaX Watch the VIX - $MSTY is a covered call strategy which does well when the option implied volatility is high. The underlying going up (MSTR BTC) also helps obviously"
X Link 2025-06-19T19:05Z [---] followers, [---] engagements

"@ozzy_livin $ES down (to 4800) and Vol down How exactly does that work"
X Link 2025-06-20T13:05Z [---] followers, [----] engagements

"@Investor_NICK_ A friend of mine (casual retail investor) bought this and mentioned that it was a double for him. I just went 👀"
X Link 2025-06-20T20:45Z [---] followers, [--] engagements

"@businessbarista Isnt the point of AI / AGI to do the heavy lifting of thinking processing and working I mean how much intelligence does it take to enjoy life Were solving for enjoyment the liberation of time to do things we enjoy. Seems its working and thats not bad or is it 🤷🏻♂"
X Link 2025-06-21T14:28Z [---] followers, [--] engagements

"@NiohBerg More important to keep eyes on his succession plan. Khamenei is going to do his best to make sure his ideology lives on; people who want change ought be thinking who their leader is going to be and how to galvanize / counter"
X Link 2025-06-22T04:41Z [---] followers, [--] engagements

"My opinion Irans retaliation from here on out has nothing to do with scoring points but managing Iranians perceptions. Khamenei wants to keep his regime intact - how is he going to ensure continuity if the people see how dismally things are going So the show must go on 🤹🏻"
X Link 2025-06-22T05:08Z [---] followers, [----] engagements

"@iamtomnash But how do Iranians feel about it Are they agitated enough to foment regime change Seems the latest just unified them further"
X Link 2025-06-22T13:29Z [---] followers, [---] engagements

"@TheInsiderPaper Is this the same Pakistan that nominated Trump for a Nobel Peace Prize"
X Link 2025-06-22T16:57Z [---] followers, [--] engagements

"@Osint613 @grok is this video genuine or AI generated"
X Link 2025-06-23T03:50Z [---] followers, [--] engagements

"@Barchart Thanks $UNH Although to be fair you were probably definitely cheating so no tears"
X Link 2025-06-23T04:07Z [---] followers, [---] engagements

"@rev_cap cough capital gains"
X Link 2025-06-23T13:31Z [---] followers, [---] engagements

"@ErikSTownsend Israel will figure it out. Meanwhile Irans allies - Russia North Korea maybe Pakistan - are out publicly saying theyll hand Iran a bomb if they need to. We should be thinking longer-range about how to keep / disincentivize other countries from passing Iran nukes"
X Link 2025-06-23T13:40Z [---] followers, [--] engagements

"@NiohBerg 4D chess - Trump put onus on Iran to stop. Even if Iran didnt agree to this they have to consider it now as a very clear off-ramp to the conflict. Or they can keep firing but thats at their peril - cant say the US didnt want peace"
X Link 2025-06-23T23:00Z [---] followers, [--] engagements

"@marketplunger1 $LULU"
X Link 2025-06-24T02:15Z [---] followers, [---] engagements

"@taobanker And there goes private equity"
X Link 2025-06-24T02:34Z [---] followers, [--] engagements

"@b_cap21 In an M&A situation where HEI is acquired to whom does the control premium accrue No reason it should go to the low-vote. Not sure that alone explains a discount but its not nothing"
X Link 2025-06-24T23:56Z [---] followers, [---] engagements

"@SpencerHakimian Um entrepreneurship. Sell labubus"
X Link 2025-06-25T20:55Z [---] followers, [--] engagements

"@lrozen .unless his job is to hold Trump's line and sing his praises. FWIW that's not specific to Hegseth; it's the de facto job of everyone in Trump's cabinet"
X Link 2025-06-26T16:23Z [---] followers, [--] engagements

"@StockMarketNerd Based on the AH reaction market loves the $NKE print. Could someone please explain Metrics still look ugly sales are still in decline stock trades rich relative to other consumer apparel. Must be people are convinced $NKE is inflecting upward back to growth. Is it"
X Link 2025-06-27T00:57Z [---] followers, [---] engagements

"@TradingThomas3 Does this mean stagflation"
X Link 2025-06-27T13:20Z [---] followers, [--] engagements

"@taobanker Whats the latest on BBB for $BUR Are we going to tax litigation finance profits [--] or whatever percent after all If yes somewhat Pyrrhic victory on YPF"
X Link 2025-07-02T04:42Z [---] followers, [---] engagements

"Whiplash on $CROX good grief. Barrons Goldman figure it out"
X Link 2025-07-02T14:47Z [---] followers, [----] engagements

"@ConsensusGurus This post did not age well $NKE basically recovered most"
X Link 2025-07-02T15:37Z [---] followers, [---] engagements

"@ilzizzo That's pretty awful means huge decel for XPHOZAH"
X Link 2025-07-03T15:09Z [---] followers, [--] engagements

"@DueDoctor This is boomers getting old. Wait until our non-reproducing next gens get old. Coupled with the cuts we're making to healthcare as a country bet that band gets thinner in time"
X Link 2025-07-03T20:26Z [---] followers, [---] engagements

"@ilzizzo Hmm I say that because company pretty strongly affirmed their guide for IBSRELA at $250M so means XPHOZAH does $100-120M. Crazy if that $350-370M came from mgmt because last year XPHOZAH did $150M Dunno somethings fishy"
X Link 2025-07-03T23:14Z [---] followers, [--] engagements

"@jbarro Ok African then a space American. I was born in Africa yep. Im American too; I live here this is what I know. African space American. Well Im not Asian and Im not White. Alright African American it is. ☑"
X Link 2025-07-04T13:54Z [---] followers, [--] engagements

"@Rob66733000 @SpencerHakimian These numbers are ROUNDING ERRORS on the US annual budget. Per Grok the US federal government is on pace to spend $5.5 TRILLION this year. So what the heck are we doing Id rather have good foreign relations so we can land our soldiers when WWIII breaks out good grief"
X Link 2025-07-08T03:32Z [---] followers, [--] engagements

"@jbulltard1 Eh underwriting a slightly larger TAM on AWS probably makes up the difference"
X Link 2025-07-09T18:25Z [---] followers, [---] engagements

"@atelicinvest What IBKR restrictions Currently looking for a broker where it's easy to invest in international stocks but the big ones (Fidelity Schwab) are pretty pathetic in this regard. IBKR not good"
X Link 2025-07-10T18:14Z [---] followers, [---] engagements

"@atelicinvest Ok good to know that it's a small subset. Yeah they definitely have the most competitive rates when it comes to currencies and access to foreign equities seems easiest. I haven't been impressed with their executions though; seems I always get the worst prices on fills"
X Link 2025-07-10T18:53Z [---] followers, [--] engagements

"@taobanker Thing is people see this and still bid up tech names to ludicrous GAAP P/Es. These names people have to be underwriting out [--] [--] years at double-digit growth rates to even remotely justify valuations. But what can you do It's always been this way - accept or don't play ☹"
X Link 2025-07-10T18:59Z [---] followers, [--] engagements

"@SpencerHakimian Hey Bosnia and Iraq though 👍"
X Link 2025-07-12T00:40Z [---] followers, [--] engagements

"@EndWokeness Great job Americans Look at that surplus we paid to the government in tariffs 🥳"
X Link 2025-07-12T01:00Z [---] followers, [--] engagements

"@allenanalysis .and we're complaining about $GEO and $CXW "The immigration detention facility known as Alligator Alcatraz is managed by the Florida Division of Emergency Management in partnership with the U.S. Department of Homeland Security" --ChatGPT"
X Link 2025-07-13T00:44Z [---] followers, [--] engagements

"@mvcinvesting Thank you for this public service announcement"
X Link 2025-07-13T02:57Z [---] followers, [---] engagements

"@crowdturtle How much of a loser does $PBI have to be that a director of Berkshire is talking it up 🤔"
X Link 2025-07-13T03:06Z [---] followers, [---] engagements

"@ramahluwalia Ill take this thread seriously until someone says $OSCR"
X Link 2025-07-13T16:07Z [---] followers, [---] engagements

"@MarshaBlackburn @FaulknerFocus Is this all Republicans do these days Grouse about nonsense from multiple presidential terms ago at people that never even took office Nice work get a job - start with making public the Epstein files if you need a place to start"
X Link 2025-07-23T03:25Z [---] followers, [--] engagements

"@MattJMcClintock Any guesses as to how much revenue was pulled forward on tariff resurgence fears How much revenue growth was units vs price I'd take a harder look if unit growth was healthy just don't know about the durability of price growth"
X Link 2025-07-25T00:19Z [---] followers, [---] engagements

"@zerohedge Where was Europe going to invest otherwise China Itself The US still has the best medium to long-term growth outlook so EU investing $X is them doing what they already were going to do. But hey as long as we're "winning" why not eat tariffs"
X Link 2025-07-27T18:57Z [---] followers, [--] engagements

"@DividendDude_X THE US WILL BE IMPOSING A 15% TARIFF ON THE EUROPEAN UNION WHILE THE US PAYS EVERYTHING. Fixed it for you"
X Link 2025-07-27T18:58Z [---] followers, [---] engagements

"@Geiger_Capital ayyyyyy it's Costco"
X Link 2025-07-27T21:31Z [---] followers, [--] engagements

"@GrantHesser Agree I thought $HUM would have been off more given $UNH MA commentary but seeing its resilience is reassuring. Betting that after $HUM reports analysts will once again confirm the severity of $UNH's MA problems are "company specific""
X Link 2025-07-29T16:20Z [---] followers, [---] engagements

"@Acyn Funny I don't recall Nancy Pelosi having a problem with stock trading curbs. Republican congressmen are the ones protesting the hardest🤔"
X Link 2025-08-01T17:16Z [---] followers, [--] engagements

"@HedgeDirty China real estate 🤷🏻♂"
X Link 2025-08-02T04:04Z [---] followers, [--] engagements

"@Tintincapital What did you learn about $LULU that challenged your original thesis"
X Link 2025-08-02T19:54Z [---] followers, [---] engagements

"@Aureliusltd28 Johnny (Messi) on the spot 🎯"
X Link 2025-08-02T19:56Z [---] followers, [--] engagements

"@k3ithmccullough @SupBagholder Do we think $LULU is feeding JPM updates as a soft pre-release to guide the markets They mentioned management discussions in their note FWIW I def think other companies do this and JPMs report is pretty late into the quarter. Im (sadly) long so hoping Im wrong here"
X Link 2025-08-03T02:27Z [---] followers, [---] engagements

"@NWFCapital @MattJMcClintock I doubt DM is meaningful for $LULU. $LULU's been increasing store fulfillment and Redditors say they receive product from all over the US. Plus shipping is a greater % of apparel COGS vs purses; maybe makes sense to ship onesies from Canada/Mexico for $TPR less so for $LULU"
X Link 2025-08-19T21:52Z [---] followers, [---] engagements

"@KobeissiLetter Banana republic type moves looking more like communist and socialist countries by the day"
X Link 2025-08-19T23:35Z [---] followers, [--] engagements

"@MattJMcClintock So are we long and strong $LULU or merely selling off anything athleisure"
X Link 2025-09-01T21:55Z [---] followers, [----] engagements

"@tickerplus Question is what post-earnings multiple is the market embedding for $LULU right now"
X Link 2025-09-01T21:59Z [---] followers, [---] engagements

"@Geiger_Capital So then why do we need a rate cut"
X Link 2025-09-04T22:26Z [---] followers, [--] engagements

"@philoinvestor Revenue growth margins law of large numbers - all working against $LULU right now. Everyone smells value trap and its going to stay that way until one of those [--] things changes materially path of least resistance being $LULU getting smaller"
X Link 2025-09-12T17:03Z [---] followers, [---] engagements

"@philoinvestor No arguments from me. The key phrase is "if they do what has to be done" and over what time horizon. We all know about the competition and product is looking iffy to me (Define track suits 🤮). Operating leverage works both ways (WMTM) and I think fixes are a ways off"
X Link 2025-09-12T20:02Z [---] followers, [--] engagements

"@philoinvestor Would love to be wrong and would happily revisit when an inflection looks more likely"
X Link 2025-09-12T20:02Z [---] followers, [--] engagements

"@qcapital2020 Or the company just invited the auditor for site visits. $RICK aint Olive Garden 🤷🏻♂"
X Link 2025-09-17T12:50Z [---] followers, [---] engagements

"@jbulltard1 Elon is a dumb persons idea of a smart guy - sounds like the same logic applied to Trump and yet"
X Link 2025-07-06T16:37Z [---] followers, [---] engagements

"@AlphaHunte79332 $LQDA has to do a clinical trial plus $UTHR commercial exclusivity for [--] years so practically youre talking about handicapping a cash flow 4+ years out with an incumbent. Even if its a given (which its not) hard to get excited about it"
X Link 2025-09-12T11:51Z [---] followers, [----] engagements

"@anthonystaj Theres a price for everything though. So if there is a buyout expect it to be yuuuge"
X Link 2025-10-18T23:40Z [---] followers, [--] engagements

"@BenjaminNorton Now state how many small business owners there are which is basically the same thing as private equity except PE owns with other peoples money. This post means nothing 🤷🏻♂"
X Link 2025-10-19T14:36Z [---] followers, [--] engagements

"@Arhdan9 3Q25 earnings wont be pretty - $125mm cash at end of Q2 burned $30mm in 2Q quarter probably more in 3Q for Tonmya launch. Low and possibly going lower"
X Link 2025-10-20T23:29Z [---] followers, [--] engagements

"@BernieSanders Medicare is going to increase our life expectancy And here I thought it had to do with the US being the land of pizza coke and a side of fries"
X Link 2025-10-24T22:03Z [---] followers, [--] engagements

"@RockRat2 @houndcl How much of a barrier are extra diagnostics (EKG) related to QTc prolongation IIRC $SNDX management said patients needed to do weekly EKGs to manage the risk. Feels like a true QoL barrier in favor of zifto but no idea what EKGs NPM1 patients require normal course"
X Link 2025-10-25T13:29Z [---] followers, [---] engagements

"@jbulltard1 @goatedeng The race to the bottom"
X Link 2025-10-30T19:57Z [---] followers, [---] engagements

"@BarrySchwartzBW Do you really think AI is going to generate meaningful revenue growth for $META this year OpenAI is 10b annual revenue run-rate hard to see $META doing much in a crowded field"
X Link 2025-10-30T20:01Z [---] followers, [---] engagements

"@StockSavvyShay Hope you love $CRWV - would take a hard look at that business before you fall in love with $META capex"
X Link 2025-11-01T23:34Z [---] followers, [---] engagements

"@SpencerHakimian No just Sweetgreen"
X Link 2025-11-01T23:35Z [---] followers, [---] engagements

"@paras_biotech Step aside cancer meds - we need to reduce our waistlines"
X Link 2025-11-01T23:47Z [---] followers, [---] engagements

"@MattyKirsh Yeah it's a tough one. Tego was never going to beat tacro on BPAR so they set themselves up for failure on that (even though it isn't primary). They shouldn't have gone for superiority on eGFR - margin of error was basically nil"
X Link 2025-11-07T04:51Z [---] followers, [---] engagements

"@unusual_whales Is this before or after the Supreme Court strikes the tariffs down"
X Link 2025-11-10T03:13Z [---] followers, [--] engagements

"@RNAiAnalyst No need for labels because the thing measured is in the title"
X Link 2025-11-10T15:26Z [---] followers, [---] engagements

"@TansuYegen Can I just eat dinner rather than watch a $400 surgical procedure"
X Link 2025-11-13T00:40Z [---] followers, [--] engagements

"@siyul Gotta be $BUR"
X Link 2025-11-15T17:45Z [---] followers, [---] engagements

"@17catspaw @2500capital Underwater"
X Link 2025-11-17T19:50Z [---] followers, [--] engagements

"@crypto_biotech Why is there no placebo / sham arm"
X Link 2025-12-16T13:57Z [---] followers, [--] engagements

"@plainyogurt21 @hannibalspeaks $SABS interesting but criminal cap table $RARE gonna find out soon w/setrusumab readout $RZLT interesting w/ bio funds reloading at the recent bottom and mid-2026 readout"
X Link 2025-12-27T02:13Z [---] followers, [---] engagements

"$GLTO "On an as-converted basis and after accounting for these transactions (and without giving effect to any beneficial ownership limitations) the total number of shares of Galecto common stock will be 61998882." @$34/sh $2b MC Guessing VOR-like "timberrrrr" incoming https://twitter.com/i/web/status/2005118456417415379 https://twitter.com/i/web/status/2005118456417415379"
X Link 2025-12-28T03:27Z [---] followers, [---] engagements

"@bioinvestor24 @BalaBioResearch Sadly $CORT feels uninvestable to me right now. The CRL doesnt look easy to resolve and with Korlym Cushings revenue at risk I think it goes into the too hard pile until valuation comes way down https://www.benzinga.com/Opinion/25/12/49541761/corcept-therapeutics-upcoming-fda-decision-is-a-crl-likely https://www.benzinga.com/Opinion/25/12/49541761/corcept-therapeutics-upcoming-fda-decision-is-a-crl-likely"
X Link 2025-12-31T14:22Z [---] followers, [---] engagements

"@firebutworking $8mm cash 3Q hit the ATM for another $14.9mm after quarter end $16mm quarterly burn = $7mm cash as of 12/31/2025 on 64mm shares outstanding -- $0.10/sh. .which would be generous given $OTLK has $30mm debt on the balance sheet"
X Link 2025-12-31T21:26Z [---] followers, [---] engagements

"@richtrades100 @LTbioinvestor Per Grok it's right of first negotiation on just VTX3232. No idea whether this is worth anything if $VTYX is in $LLY's hands - $LLY just says "no kthxbai" and that's the end of that 🤷🏻♂"
X Link 2026-01-07T03:37Z [---] followers, [---] engagements

"@smithy05261244 Like a shelf for investors got it. Grok says there's an informal but customary time window (90 days) attached to these last one was in October so refreshing now makes sense. Besides Sofi isn't dumb; at $120 $ABVX trades under $10b w/ maint data on the way. Why sell here"
X Link 2026-01-08T15:32Z [---] followers, [---] engagements

"@FidelisAurelius @dheurofkshe @monaco_biotech GSK drug targets RNA (per the article even). Doesn't target cccDNA like $DTIL's so long-term durability won't be there. Might be enough for the regulatory durability hurdle (6 months IIRC) but in theory $DTIL therapy should be more durable still. Payors will know the diff"
X Link 2026-01-08T17:41Z [---] followers, [---] engagements

"@FidelisAurelius Fair points but a couple things: $DTIL says that PBGENE-HBV shows "rapid clearance after each dose administration" (see link below) so I think long-term effects aren't expected / observed"
X Link 2026-01-09T05:47Z [---] followers, [---] engagements

"@FidelisAurelius On manufacturing $DTIL's ARCUS nuclease is derived from algae which should be easy to culture. Meanwhile PBGENE-HBV is delivered via lipid nanoparticle not virus which is easier to load. Long story short don't think long-term effects nor manufacturing will be issues here"
X Link 2026-01-09T05:51Z [---] followers, [---] engagements

"@TraderNorway Any data on what the warnings required these companies to do if anything Was there any remediation required on the companies' part that got them to a successful approval"
X Link 2026-01-10T19:41Z [---] followers, [---] engagements

"@canoebrookbl $janx = $abvx 🤦🏻♂"
X Link 2026-01-11T15:49Z [---] followers, [----] engagements

"@Biotechnerd1 $TVTX is tanking AH but I see no news of an actual CRL anywhere only that the FDA requested information and that Travere supplied - what gives"
X Link 2026-01-13T00:53Z [---] followers, [---] engagements

"@BiotechAutist Knee-jerk or canary "The Company recently received additional information requests from the FDA to further characterize the clinical benefit of FILSPARI and recently submitted responses to address the Agencys questions which are currently under review by the Agency.""
X Link 2026-01-13T00:57Z [---] followers, [---] engagements

"@Dansfera Tough one. May not just be CMC; some attributing FDA feedback to PK responses being too variable in allergen-challenged patients. If true Anaphylm is sunk"
X Link 2026-01-13T01:00Z [---] followers, [---] engagements

"@BiotechAutist Fair but they seem to have very quickly submitted responses to the FDA's questions. I get that the company responding is not signal; look at $OTLK 🙄. But if the data were flat unapprovable would the FDA bother asking"
X Link 2026-01-13T01:27Z [---] followers, [---] engagements

"@rezfszubagoly Holding all the bags now 😮💨. Thankfully theyre solidly profitable plus EMA approval is around the corner. People are so focused on US launch dynamics bet theyre sleeping on EU expansion"
X Link 2026-01-13T16:25Z [---] followers, [---] engagements

"@plustxinc $PSTV One of the worst secondary offering executions I've seen. Who on earth puts an S-1 out for [--] straight days like a bright blinking "we are diluting you" sign before executing Sweetheart deal for new money and/or garbage execution from Lake Street. Do better"
X Link 2026-01-14T17:48Z [---] followers, [---] engagements

"@ShortSeller No planes no news articles no meetings with French officials no practice-changing oral GI drug no pharma LOEs who is $LLY and what is $ABVX"
X Link 2026-01-15T22:40Z [---] followers, [---] engagements

"@pawcio2009 There have been plenty of bios bought for billions on phase [--] data just $OCUL ain't it"
X Link 2026-01-15T22:44Z [---] followers, [---] engagements

"@E_McClintock_ @plainyogurt21 Good ol warrants beloved biotech financing mechanism. $TENX has a boatload of them all way ITM now 👀"
X Link 2026-01-17T16:20Z [---] followers, [---] engagements

"@threadanddoc @plainyogurt21 Thanks Im seeing Piper PT $20. Hope its not indicative of their view of PoS assuming they believe $4b peak sales 👀"
X Link 2026-01-17T17:15Z [---] followers, [---] engagements

"@btcbabey @E_McClintock_ @plainyogurt21 Warrants - check the filings"
X Link 2026-01-17T18:37Z [---] followers, [---] engagements

"@a_a_free Hes only been in the White House [--] years"
X Link 2026-01-18T01:46Z [---] followers, [--] engagements

"@BiotechAutist And yeah the correlation chart is pretty right Good thing because thats the biomarker data the FDA asks for when considering AA: does the biomarker adequately predict outcomes In this case r=-0.97; I feel that does it even accounting for small n 👌"
X Link 2026-01-24T00:06Z [---] followers, [---] engagements

"@StanphylCap I think its a coordinated pump but what I dont know is what central banks are doing. Prices move according to marginal capital but who is providing that marginal capital"
X Link 2026-01-25T05:50Z [---] followers, [--] engagements

"@rezfszubagoly I assumed docs started patients on label dosing and when some experienced side effects they cut back to min / low level to observe tolerability. I suspect patients who downtitrate but don't DC will ultimately titrate back up over time as tolerability permits"
X Link 2026-01-27T01:35Z [---] followers, [--] engagements

"@CapitalFang What is the likelihood of revenue growth though Feels important for zero moat companies like $NWL"
X Link 2025-12-28T03:30Z [---] followers, [---] engagements

"@firebutworking It may have [--] lives. Defo used [--] though"
X Link 2025-12-31T21:31Z [---] followers, [--] engagements

"@bio_quixote Great write-up but I'm confused on the punch line. Why does $AGIO rise if $NVO HIBISCUS is +ve If it's sympathy it will be evident that etavo mita in SCD. If it's potential teba etavo then you need a teba trial in SCD which the market won't reward. What am I missing"
X Link 2026-01-12T21:07Z [---] followers, [---] engagements

"@idalopirdine @ej23ny $MLTX will have a saleable drug; $MREO I have my doubts"
X Link 2026-01-13T18:36Z [---] followers, [----] engagements

"@Corona_N_Lyme @BiotechAnalysst $DTIL story in a nutshell. Formerly partnered with the who's who of big pharma on a number of programs but now no longer; they're finally going it on their own. If their science works real cures incoming 💪"
X Link 2026-01-15T22:23Z [---] followers, [---] engagements

"@Corona_N_Lyme @BiotechAnalysst If you mean long-term dilution with programs that never produced a commercial product no argument from me. But to your point those were all partnered They're finally going on their own now that BP has no more need to lock up $DTIL's cures. Can't be mad about that"
X Link 2026-01-15T22:33Z [---] followers, [---] engagements

"@BiotechAutist Eh disagree with your short take on this one. FDA asked for more data because their meeting was close to 12-month data reading out so seems more out of prudence in this small trial population than inherent skepticism"
X Link 2026-01-23T20:53Z [---] followers, [---] engagements

"@BiotechAutist Plus confirmatory trial design was indeed discussed with FDA - Additionally REGENXBIO and the FDA discussed other critical elements of the BLA including a confirmatory study designed to verify and describe the predicted clinical benefit. https://ir.regenxbio.com/news-releases/news-release-details/regenxbio-announces-successful-pre-bla-meeting-fda-support https://ir.regenxbio.com/news-releases/news-release-details/regenxbio-announces-successful-pre-bla-meeting-fda-support"
X Link 2026-01-23T20:55Z [---] followers, [---] engagements

"@BiotechAutist Meanwhile the biomarker data looks strong r=-0.97. n=8/11 (2 didnt have data) guessing the last wasnt CF = [---] SD. Feels compelling and sufficient for AA to me 🤷🏻♂ https://www.regenxbio.com/getmedia/5b470e1c-62f3-429e-94ea-1a4db12e3639/CAMPSIITE-RGX-121-ICIEM-Final-September-2025.pdfext=.pdf https://www.regenxbio.com/getmedia/5b470e1c-62f3-429e-94ea-1a4db12e3639/CAMPSIITE-RGX-121-ICIEM-Final-September-2025.pdfext=.pdf"
X Link 2026-01-23T21:12Z [---] followers, [--] engagements

"@NightOwlBiotech If $SLNO looks cheap math is probably right. The question people wrestle with is is it justified"
X Link 2026-01-25T00:19Z [---] followers, [---] engagements

"$RVMD Busted M&A process Winner announced soon Busted M&A process Winner announced soon"
X Link 2026-01-26T02:50Z [---] followers, [----] engagements

"@WexCapital $SLNO drug doesn't work Dang I thought stat sig data and FDA approvals meant something. Costs $20 and sells for $40000 you say Whatever the case sounds like an amazing business maybe one people should look into owning 🤷🏻♂"
X Link 2026-01-27T01:22Z [---] followers, [----] engagements

"@WexCapital @grok Did Vykat miss its primary endpoint in all clinical trials"
X Link 2026-01-27T01:29Z [---] followers, [---] engagements

"@grok @WexCapital @grok Cool thanks for your help"
X Link 2026-01-27T01:31Z [---] followers, [---] engagements

"In the game of Who Wants to Be a $RVMD Buyout Millionaire the Ask the Audience lifeline proved mostly useless no better than a coin flip 🥳 Thanks for playing and see you at the next official pr 😉"
X Link 2026-01-27T03:11Z [---] followers, [---] engagements

"@singhlosophy Why these Asking because you seem good at finding momentum. Not sure if your mentions are intended to be long-term investments or short-term trades. Thanks"
X Link 2026-01-27T21:30Z [---] followers, [---] engagements

"@singhlosophy Makes sense That fund manager clearly knows how to pick some long-term winners. I did some work on $MBOT - game-changing product for smaller clinics but couldnt get comfortable enough to buy. Will look at both again - hope they work out for you 💪"
X Link 2026-01-28T03:44Z [---] followers, [---] engagements

"@RNAiAnalyst Not sure the problem is the business but rather the Trump administration - dont think zero reimbursement growth was on anyones bingo card"
X Link 2026-01-28T03:51Z [---] followers, [---] engagements

"@augurbio I was less lucky. Seems there is no documented occurrence of AAV leading to PLAG1 overexpression in the brain so this may be a first. Definitely big if found to be causal; hopefully not for the sake of the field"
X Link 2026-01-28T14:19Z [---] followers, [---] engagements

"@plainyogurt21 @seedy19tron @Respekchemistry Even if Ax succeeds SOL-1/R many payers still mandate off-label bev as step therapy ($50/shot) and likely $REGN cuts price on Eylea HD (Q8W-16W) if necessary. Not convinced $OCUL commercial case is a slam dunk. How much does potential BP buyout factor into your view"
X Link 2026-01-30T20:33Z [---] followers, [---] engagements

"Agree adherence is a hurdle and I think SOL-1 will show that. Do you have a view on axi vs fari/aflib on anatomy If axi were a better drug then yeah go $OCUL but it seems fari/aflib showed CST reduction where axi just maintained. If so might fari/aflib still be used 🤔"
X Link 2026-01-30T21:15Z [---] followers, [---] engagements

"@plainyogurt21 @houndcl @Mikeptyg @seedy19tron @Respekchemistry All depends on how Ax is priced. I'm sure $OCUL will get theirs assuming it passes trials. I'm just trying to press on the commercial case a bit. Biggest concern for me is payers soft-stepping other therapies; could it be bev/rani/Vabysmo/Eylea HD is good enough for most"
X Link 2026-01-30T23:18Z [---] followers, [---] engagements

"@houndcl @plainyogurt21 @Mikeptyg @seedy19tron @Respekchemistry FWIW I think that would be compelling"
X Link 2026-01-30T23:29Z [---] followers, [---] engagements

"@biofeed AI trojans 🤦🏻♂"
X Link 2026-02-01T16:23Z [---] followers, [--] engagements

"@jeremyj0916 $OCUL better not be like $RARE who said a month before setrusumab readout that they saw blinded total fracture rate numbers that were what we wanted to see proceed to miss by a country mile and then say placebo rate was way lower than expected 🤦🏻♂"
X Link 2026-02-03T01:28Z [---] followers, [----] engagements

"@RNAiAnalyst Why do you think the Fabry asset is getting no love First Ive seen that produced eGFR improvements not just slowing declines"
X Link 2026-02-03T14:26Z [---] followers, [---] engagements

"@houndcl @plainyogurt21 Got it. A "first year cliff" for visual acuity (VA) with newly-diagnosed wet AMD patients seems to be a thing so your pt [--]. By the time the aflib 2mg shot wears off (mo 3-4) do you think VA has returned to the pre-loading baseline"
X Link 2026-02-04T21:28Z [---] followers, [---] engagements

"@WarMonitors $MSTR - shouldn't have been pumping this nonsense to begin with"
X Link 2026-02-05T21:16Z [---] followers, [----] engagements

"@jbulltard1 Is that CapEx low or high because $META and $GOOG are running similar and investors are loving it 🤷🏻♂"
X Link 2026-02-05T22:43Z [---] followers, [---] engagements

"$OCUL Big puts and put spreads being bought today. Seems like one or two players. Puts were not cheap. Ominous. or protective 🤷🏻♂"
X Link 2026-02-10T15:56Z [---] followers, [---] engagements

"@Anthony_TayIor Data from Jan [----] IP seems to show strong and durable response at the 25mg level though higher AEs per your linked paper. Redosing occurs in both P3 trials though dose finding in 2nd trial is weird (worried about tolerability). Q for me is trial design; P2b data seems OK"
X Link 2026-02-11T15:13Z [---] followers, [--] engagements

"@DeepSouthDoctor I like $XENE but valuation seems pretty full. R/R per Cowen not great. How confident are you they'll meet best-in-class pbo delta Pyrrhic victory if they hit stat sig and tank anyway because results weren't good enough. https://x.com/Prof_Oak_/status/2018718260997333207s=20 Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC https://t.co/Bdft3LFfEk https://x.com/Prof_Oak_/status/2018718260997333207s=20 Cowen's 1Q26 catalyst watchlist with expected moves $XBI $BBC https://t.co/Bdft3LFfEk"
X Link 2026-02-11T15:27Z [---] followers, [---] engagements

"@ElMonoGran42994 People sleeping on Bysanti PDUFA. Agree it's big"
X Link 2026-02-11T21:57Z [---] followers, [---] engagements

".aaaaand $VNDA tradipitant 👀 https://x.com/A_May_MD/status/2022320814142464089s=20 Good oral wegovy #s this morning. $LLY and $NVO both responding well. These drugs are going to do huge numbers. They ARE worse drugs but Im telling you - people youd never imagine wanting a GLP1 are going to be popping these pills. Discontinuation rates will be high. Its https://x.com/A_May_MD/status/2022320814142464089s=20 Good oral wegovy #s this morning. $LLY and $NVO both responding well. These drugs are going to do huge numbers. They ARE worse drugs but Im telling you - people youd never imagine wanting a"
X Link 2026-02-13T14:51Z [---] followers, [---] engagements

"@JeremyFalmouth What's the consensus view on $EYPT vs $OCUL Are there reasons for why an investor might prefer one over another $OCUL meaningfully more expensive - is it because of potential for superiority claim plus earlier readout"
X Link 2025-12-22T18:26Z [---] followers, [---] engagements

"@BiotechAnalysst Thanks - whats the case for Astellas acquiring $SGMO in your mind Seems like Astellas is already getting value from a low-cost partnership"
X Link 2026-01-16T14:00Z [---] followers, [---] engagements

"@WexCapital Your words not mine 🤷🏻♂ https://x.com/WexCapital/status/2015958824147157005s=20 @TweetAwayDK They missed their primary endpoint in all trials go back little one and read it again https://x.com/WexCapital/status/2015958824147157005s=20 @TweetAwayDK They missed their primary endpoint in all trials go back little one and read it again"
X Link 2026-01-27T01:39Z [---] followers, [----] engagements

"@houndcl @Anthony_TayIor Ugh this binary is weird. No one expects Ax to fail but its hard to tell where the bar really is 😵💫. Separately if $EYPT shows non-inferiority I think commercial success may come down to pricing strategy no matter how good SOL-1 is"
X Link 2026-01-28T05:42Z [---] followers, [---] engagements

"@Anthony_TayIor How durable does it need to be especially in a refractory population Can repeat doses hep the trajectory Not sure why durability alone should sink the stock (ono position)"
X Link 2026-02-11T13:47Z [---] followers, [--] engagements

"@houndcl Amazing the Feb options are in play. $OCUL did those buyers a huge favor"
X Link 2026-02-13T23:18Z [---] followers, [---] engagements

"@jeremyj0916 I wouldn't be so sure; I asked this question. Either way it's water under the bridge now. I'm long; hope it works out for us 💪 https://x.com/TweetAwayDK/status/2019164251156525077s=20 @houndcl @plainyogurt21 Oof OK. Both Grok and Gemini say fluid comes back between wk 8-10 vision mostly back to pre-shot by wk [--]. Was hoping that means Ax gets 5-10 letter "head start" from ctl returning to baseline then natural history decline for the next 6mo. If it's 6-7mo to base tougher. https://x.com/TweetAwayDK/status/2019164251156525077s=20 @houndcl @plainyogurt21 Oof OK. Both Grok and"
X Link 2026-02-13T23:28Z [---] followers, [--] engagements

"@ElMonoGran42994 @sharkbiotech Agree theres much talk about levels but if they hit stat sig at all this should go up. KOLs on $OCUL calls say they dont care about delta if SOL-1 shows superiority"
X Link 2026-02-13T23:37Z [---] followers, [---] engagements

".aaaaand $VNDA tradipitant 👀 https://x.com/A_May_MD/status/2022320814142464089s=20 Good oral wegovy #s this morning. $LLY and $NVO both responding well. These drugs are going to do huge numbers. They ARE worse drugs but Im telling you - people youd never imagine wanting a GLP1 are going to be popping these pills. Discontinuation rates will be high. Its https://x.com/A_May_MD/status/2022320814142464089s=20 Good oral wegovy #s this morning. $LLY and $NVO both responding well. These drugs are going to do huge numbers. They ARE worse drugs but Im telling you - people youd never imagine wanting a"
X Link 2026-02-13T14:51Z [---] followers, [---] engagements

"Good oral wegovy #s this morning. $LLY and $NVO both responding well. These drugs are going to do huge numbers. They ARE worse drugs but Im telling you - people youd never imagine wanting a GLP1 are going to be popping these pills. Discontinuation rates will be high. Its a feature not a bug. Patients will come off and on these things all the time losing [--] lbs here and there. DTC channels will be the vector for this type of use. People comparing this to the injectables and being bearish on the launches because of attrition/discontinuations are making a mistake. The use of these drugs will in"
X Link 2026-02-13T14:43Z 23.7K followers, 61K engagements

"$OCUL Big puts and put spreads being bought today. Seems like one or two players. Puts were not cheap. Ominous. or protective 🤷🏻♂"
X Link 2026-02-10T15:56Z [---] followers, [---] engagements

"$OCUL SOL-1 Hit 36wk Miss 36wk / Hit 52wk Miss 36wk / Miss 52wk Hit 36wk Miss 36wk / Hit 52wk Miss 36wk / Miss 52wk"
X Link 2026-02-05T23:46Z [---] followers, [---] engagements

"$RVMD Busted M&A process Winner announced soon Busted M&A process Winner announced soon"
X Link 2026-01-26T02:50Z [---] followers, [----] engagements

"In the game of Who Wants to Be a $RVMD Buyout Millionaire the Ask the Audience lifeline proved mostly useless no better than a coin flip 🥳 Thanks for playing and see you at the next official pr 😉"
X Link 2026-01-27T03:11Z [---] followers, [---] engagements

"$ABVX Wild session - Traders: [--] Weak Hands: 0"
X Link 2026-01-08T21:02Z [---] followers, [----] engagements

"Whiplash on $CROX good grief. Barrons Goldman figure it out"
X Link 2025-07-02T14:47Z [---] followers, [----] engagements

"My opinion Irans retaliation from here on out has nothing to do with scoring points but managing Iranians perceptions. Khamenei wants to keep his regime intact - how is he going to ensure continuity if the people see how dismally things are going So the show must go on 🤹🏻"
X Link 2025-06-22T05:08Z [---] followers, [----] engagements

"Whats the case for a big near-term downside move in the S&P Is it tariff effects becoming known Valuations being stretched whilst yields creep up Consumers may digest tariffs and valuations may stay stretched. Add massive deficit spending why shouldnt we go higher 🤷🏻♂"
X Link 2025-05-27T23:43Z [---] followers, [----] engagements

"Anyone have a view on how much Trumps MFN pharma EO is going to affect companies with PBMs like $UNH $CI and $CVS Do we think the EO will be enforced and how likely is it that PBMs are disintermediated by direct-to-consumer given that insurance pays for most meds"
X Link 2025-05-14T00:45Z [---] followers, [----] engagements

"CAA Marketing only makes money for its ideas. Must be nice getting paid to think outside the box #uclabrandcmo"
X Link 2013-05-29T23:27Z [---] followers, [--] engagements

"Media buys are inefficient social media suffers diminishing returns. What's a CMO to do #uclabrandcmo"
X Link 2013-05-29T23:25Z [---] followers, [--] engagements

"Uncle uncle I capitulate A tagline is just a container #uclabrandcmo"
X Link 2013-05-29T23:21Z [---] followers, [--] engagements

"Channeling Public Enemy don't believe (your) hype. Say no to complacency. #uclabrandcmo"
X Link 2013-05-23T00:44Z [---] followers, [--] engagements

"Davide Grasso: Spending $1M on gaining influencers (people) goes a lot further than spending $1M on a media buy. #uclabrandcmo"
X Link 2013-05-23T00:38Z [---] followers, [--] engagements

"I like Nike. I respect Nike. But you can't run the Nathan ad unless you're Nike. If your brand is say Sike does the ad work #uclabrandcmo"
X Link 2013-05-23T00:25Z [---] followers, [--] engagements

"Nike is brilliant using devices and services like Nike+ and Fuel Band to create network effects and increase switching costs. #uclabrandcmo"
X Link 2013-05-23T00:10Z [---] followers, [--] engagements

"I have a revolutionary device. It's a wristband.that counts your footsteps No Well what if it's Nike #kthxbuy #uclabrandcmo"
X Link 2013-05-22T23:53Z [---] followers, [--] engagements

"Nike's target audience: People who think like they're [--]. Key insight: People look to be connected. #uclabrandcmo"
X Link 2013-05-22T23:27Z [---] followers, [--] engagements

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