@ValueForAll1 Avatar @ValueForAll1 value

value posts on X about $sgmt, $cdxs, $mdgl, $clov 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 51.69% finance 13.56% cryptocurrencies 2.54% countries 2.54% technology brands 1.69% financial services 0.85% social networks 0.85%

Social topic influence $sgmt #4, $cdxs #6, $mdgl 11.02%, $clov 10.17%, in the 9.32%, tapi 8.47%, $prqr 6.78%, $clsd 6.78%, $gild 5.08%, this is 4.24%

Top accounts mentioned or mentioned by @stevewagsinvest @rnaianalyst @gormboepetersen @biotech2k1 @joserestonva @aafree @theiphawk @wacheteapp @cloverhealth @clearsidebio @abivaxceo @saltynostrils @tracelarabee11 @matinasbio

Top assets mentioned Sagimet Biosciences Inc. (SGMT) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Gilead Sciences, Inc. (GILD) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Eli Lilly and Company (LLY) Alnylam Pharmaceuticals, Inc. (ALNY) Wave Life Sciences Ltd. Ordinary Shares (WVE) Inventiva S.A. (IVA) AbbVie Inc (ABBV) Merck & Co., Inc. (MRK) Moderna Inc (MRNA) Ocular Therapeutix, Inc. (OCUL) fuboTV Inc. (FUBO) Allora (ALLO) Novo-Nordisk (NVO) Pfizer, Inc. (PFE) Revolution Medicines, Inc. (RVMD) GameStop, Corp. (GME) AMC Entertainment Holdings, Inc. (AMC) Teladoc Health, Inc. (TDOC)

Top Social Posts

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

"$iva Lanifibranor Patent (June 2022): TAPI didn't stop at two. They prepped a Pan-PPAR "Form LA1" to enable a possible Triple-Combo FASN+THR+PPAR pill. No signs this is actively worked on"
X Link 2026-01-02T15:28Z [---] followers, [---] engagements

"Ascletis acne OLE safety trial was 40w after 12w of efficacy. 52w [---] patients same deni dose as in MASH. Deni safety DB is much larger now. These are critical data points for the MASH combo program. Acne PR from $sgmt will likely be combined with the FDA feedback. Monday"
X Link 2026-01-30T14:00Z [---] followers, [---] engagements

"Guess which part of the Almirall portfolio is lagging behind. If only there was once daily oral acne pill with no birth defects black box warning. $sgmt"
X Link 2026-01-30T14:53Z [---] followers, [---] engagements

"Typical brain fart SA article where author has no bloody idea of what is the role of open label extension study $sgmt https://seekingalpha.com/article/4864305-sagimet-stock-denifanstat-china-phase-iii-safety-data-not-negative-signal https://seekingalpha.com/article/4864305-sagimet-stock-denifanstat-china-phase-iii-safety-data-not-negative-signal"
X Link 2026-01-30T19:59Z [---] followers, [---] engagements

"I rarely experience nausea looking at bios and faces of 3+ execs of a single biotech but $ocul made this cut"
X Link 2026-01-31T05:00Z [---] followers, [----] engagements

"$sgmt [---] patients. [--] weeks daily [--] mg same as in MASH trial. Denifanstat safety is clean. Hair thinning is not an issue. https://ir.sagimet.com/news-releases/news-release-details/sagimet-announces-positive-52-week-data-license-partner-ascletis https://ir.sagimet.com/news-releases/news-release-details/sagimet-announces-positive-52-week-data-license-partner-ascletis"
X Link 2026-02-02T14:26Z [---] followers, [----] engagements

"$sgmt Dave & co now with updated Deni safety you have all the cards you need maybe except TVB-3567 ph [--] that has real pts in the last cohort. Play them right. Acne SpinCo is much needed to extract the real value imo. Divide and conquer. 🤞"
X Link 2026-02-02T14:57Z [---] followers, [---] engagements

"Ascletis acne phase [--] safety PR - Jan [--] morning HK time which is still Jan [--] in the US. AAD late breaker abstracts: "Abstracts must be submitted by11:59 AM CST on January 28th 2026on the AAD website." I think they made it. AAD is during March [----] in Denver"
X Link 2026-02-03T06:27Z [---] followers, [---] engagements

"$CDXS investors: The new 34k sqft Hayward facility isn't just a lease; it's a strategic heist. My DD uncovers why this is a massive win for capital efficiency. 1/9 🧵👇"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"9/9 Summary: $CDXS secured a distressed Tier-1 asset for pennies. They have a bridge (partners) and a destination (Hayward). siRNA goes to mass indications. The "Show Me" story just got a lot more interesting. High risk / high reward"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"3 growth stocks that make me feel excited during the rest of 2021(and beyond): $CLOV $HYLN $FUBO"
X Link 2021-07-30T22:12Z [---] followers, [--] engagements

"$CLOV holders repeat after me STOP LOSSES ARE A WAY TO GIVE YOUR ENEMY AN INFORMATION THAT CAN BE USED TO TAKE YOU DOWN. Stop using them. Just hold"
X Link 2021-08-10T17:22Z [---] followers, [--] engagements

"$CLOV has already broke the $10 curse $hyln is the next"
X Link 2021-09-07T17:47Z [---] followers, [--] engagements

"What $lly paid for $prqr shares so far: 4M shares at [----] in [----] [---] M shares at around [----] in [----] In total Lilly owns 16.6% of ProQR at [----] per share @RNAiAnalyst How much $PRQR stock did $LLY buy and what did they pay for it They had a pretty big piece as I recall. @RNAiAnalyst How much $PRQR stock did $LLY buy and what did they pay for it They had a pretty big piece as I recall"
X Link 2024-08-30T18:23Z [---] followers, [----] engagements

"$irwd Abbvie Linzess US revenue: Q2 2025: $247M IRWD reports $85M Q3 2025: $315M IRWD to report. around $108M IRWD [----] total revenue guidance: $260 - $290 million $41 (Q1) + $85(Q2) + $108(Q3) = $234M . Whole year beat of the upper bound is entirely possible"
X Link 2025-10-31T18:33Z [---] followers, [----] engagements

"This [-----] sq.ft. facility $cdxs is about to sign a lease on I think it will be some ex cell&gene therapy capacity sitting idle in the SF Bay Area. Maybe Moore used their $allo connections to negotiate a sublease on decent terms"
X Link 2025-11-07T00:33Z [---] followers, [----] engagements

"This is what $mrk is likely paying $cdxs $37.8 in Q4 [----] for. Buying out rights for the enzyme developed using CodeEvolver platform critical one for efficient manufacturing of the potential future blockbuster. I'll share some links in comments Today at #AHA25 we shared first-time Phase [--] results of our investigational oral macrocyclic peptide. Learn more: https://t.co/8NmLpLuA8D https://t.co/0K9L1MQtMJ Today at #AHA25 we shared first-time Phase [--] results of our investigational oral macrocyclic peptide. Learn more: https://t.co/8NmLpLuA8D https://t.co/0K9L1MQtMJ"
X Link 2025-11-09T22:15Z [---] followers, [----] engagements

"That 3kg batch that used $cdxs ligation enzyme was likely a commercial validation batch of $alny AMVUTTRA (vutrisiran) executed by Bachem. If Alnylam can convince the FDA that no additional briging studies are required to manufacture under the new process it will be 🔥🔥🔥 $cdxs "For example recently one of our customers has used our ligase to produce a [--] kilogram batch of siRNA" - this is a phase [--] or commercial validation batch. 10k doses if we measure in inclisiran quarterly dosing - [----] patients $cdxs "For example recently one of our customers has used our ligase to produce a [--] kilogram"
X Link 2025-11-10T12:49Z [---] followers, [----] engagements

"$cdxs Dilly buying 50k shares on the open market is something but I'd love to see others in the exec team to follow. No MNPI no blackouts go and prove you have skin in the game something other than free RSU and options"
X Link 2025-11-13T00:12Z [---] followers, [----] engagements

"$clsd August [----] - the moment when they made a critical mistake and were not able to recover from that. It was wrong to invest into the pipeline. But 5x worse was to fund the pipeline via the royalty deal. Should have diluted instead. http://ir.clearsidebio.com/news-releases/ $clsd Listened to the first hearing today. HCR will get everything vis low ball Stalking Horse Bid likely Credit Bid on royalty sub + deficiency claim to get the parent for free. Commons are going to pink sheets on Monday and will die there. Maybe one more dead cat bounce https://t.co/f1gjtqYUg9"
X Link 2025-11-26T03:34Z [---] followers, [----] engagements

"Why is $prqr AX-0810 in the clinic and AX-1412 is still not After thinking more on this I'm leaning towards manufacturability/ CoGS as one of top reasons. Like in previous posts I fed my thoughts to Gemini and asked to summarize it's more convenient"
X Link 2025-12-06T22:30Z [---] followers, [----] engagements

"Yes I'm biased as $cdxs investor and happy to hear your thoughts on why manufacturability is not an issue for $prqr AX-1412"
X Link 2025-12-06T22:31Z [---] followers, [----] engagements

"The interesting point is that neither in PR nor in the video $alny said a word regarding who is the provider of the ligation enzymes. I don't recall they had internal expertise in this area. This statement from $cdxs execs come to mind $ALNY to Invest $250 Million to Add Enzymatic Ligation Platform to U.S. Manufacturing Facility to Meet Growing Global Demand for RNAi Therapeutics https://t.co/CSLpslkDHV $ALNY to Invest $250 Million to Add Enzymatic Ligation Platform to U.S. Manufacturing Facility to Meet Growing Global Demand for RNAi Therapeutics https://t.co/CSLpslkDHV"
X Link 2025-12-26T23:45Z [---] followers, [----] engagements

"I'm 70% + convinced that $rhhby / $alny phase [--] trial of zilebesiran is ran using the enzymatically ligated siRNA and that $cdxs is the enzyme supplier. Hypertension. Then Obesity then Mash. siRNA is coming to mass indications The interesting point is that neither in PR nor in the video $alny said a word regarding who is the provider of the ligation enzymes. I don't recall they had internal expertise in this area. This statement from $cdxs execs come to mind https://t.co/CkfXu3sZXc The interesting point is that neither in PR nor in the video $alny said a word regarding who is the provider of"
X Link 2025-12-28T21:57Z [---] followers, [----] engagements

"$sgmt TAPI patent application for co-crystal resmetirom: caffeine form is chosen. Multiple mechanical reasons for that l but there is an added clinical bonus - see the paper linked below. I dug deep enough. $mdgl will be in trouble https://www.sciencedirect.com/science/article/pii/S2213231725000126 https://www.sciencedirect.com/science/article/pii/S2213231725000126"
X Link 2026-01-02T00:34Z [---] followers, [----] engagements

"Based on the stoichiometry of the RC2-A co-crystal and the standard dosing for MASH the caffeine content in a $sgmt FDC Deni+res pill will be roughly half to two-thirds of what you would find in a single shot of espresso"
X Link 2026-01-02T00:45Z [---] followers, [---] engagements

"The upcoming $TEVA TAPI divestiture is more than a factory sale. Its the release of a "MASH Library" architected to bypass lots of major patents in the field. We look at #mash in this 🧵 but they have way more"
X Link 2026-01-02T15:28Z [---] followers, [---] engagements

"Resmetirom Patent application (Oct 2021): TAPI used a caffeine co-crystal to bypass Madrigals Form I. This "legal shield" now enables $SGMT's FDC pill after recently announced collaboration"
X Link 2026-01-02T15:28Z [---] followers, [---] engagements

"$TEVA Cilofexor Patent (Oct 2023): TAPI re-engineered $gild FXR to fix safety/itching issues. It might be "Turnkey" solution for a Triple-FDC FASN+THR+FXR"
X Link 2026-01-02T15:28Z [---] followers, [----] engagements

"The Architect behind that TAPI mash work Likely Dr. Merdad Parsey. [--] yrs on $SGMT Board + $gild CMO. Left both by now. He saw the "Combo Gap" in [----] and might have used TAPI connectors to build the bridge"
X Link 2026-01-02T15:28Z [---] followers, [---] engagements

"TAPI is the neutral "Arms Dealer" of MASH molecule formulations. They own the IP that lets combine several promising oral small molecule drugs in a FDC pill without a legal war. Who is going to be a consolidator $sgmt for now but $gild is the end game I think"
X Link 2026-01-02T15:28Z [---] followers, [----] engagements

"MASH-TAG [----] is next week. The screenshot below is from last January. $mdgl $iva $sgmt $nvo"
X Link 2026-01-03T15:28Z [---] followers, [----] engagements

"It should not be a surprise to anyone following me why $sgmt is my #biopick2026 . I ran it from below $2 to $8 in [----] this time I think we're approaching the endgame in this ticker. So many empty handed large caps when it comes to MASH oral assets. And acne is a freebie"
X Link 2026-01-04T01:59Z [---] followers, [----] engagements

"There is a massive misconception that $MDGL new patent extends its resmetirom monopoly until [----]. If youre long Sagimet $SGMT you need to understand why this patent is actually a roadmap for competitors not a wall.🧵"
X Link 2026-01-06T14:45Z [---] followers, [----] engagements

"Method of Use patents only protect the SPECIFIC method claimed. Claim [--] of 19/045070 explicitly requires dosing based on weight. If $sgmt FDC future label says "Take [--] pill daily" (Fixed-Dose) they DO NOT infringe on a weight-based patent"
X Link 2026-01-06T14:45Z [---] followers, [---] engagements

"This is the heart of the $sgmt FDC (Fixed-Dose Combination) strategy. By using TAPIs engineering to "flatten" the dosing curve they create a product that: ✅ Targets several mash pathways. ✅ Improves patient compliance. ✅ Bypasses the [----] Madrigal Patent entirely"
X Link 2026-01-06T14:45Z [---] followers, [---] engagements

"$sgmt AH push"
X Link 2026-01-08T21:44Z [---] followers, [----] engagements

"@gormboepetersen @Biotech2k1 @JoseRestonVA @a_a_free Nov [--] - $pfe cleans up DGAT2i and ACCi from their pipeline Dec [--] - $sgmt announced their FASN + res combo p1 results and a deal with $teva to source res formulation for the FDC pill Jan [--] - $mdgl picks DGAT2i to compete with FASN combo. https://x.com/i/status/2009663685686612470 A new round of the oral #MASH combo war has officially started. Here is the positioning. $mdgl $sgmt https://t.co/WeDi1SRoyR https://x.com/i/status/2009663685686612470 A new round of the oral #MASH combo war has officially started. Here is the positioning. $mdgl"
X Link 2026-01-10T15:14Z [---] followers, [---] engagements

"$cdxs $a Who can benefit from siRNA market positive progression (Stiefel [----] thoughts)"
X Link 2026-01-13T20:47Z [---] followers, [----] engagements

"$sgmt It's not if it's when"
X Link 2026-01-23T01:25Z [---] followers, [----] engagements

"$xbi Everyone on BioX is busy picturing their shitco is what Merck buys instead of $rvmd"
X Link 2026-01-25T23:23Z [---] followers, [----] engagements

"2/9 The Setup: Jul [----] - The landlord is suing the former tenant (Element Materials) for abandoning the site in [----]. The building sat empty for 2+ years. The landlord is not a professional real estate player. Distress = Opportunity. $CDXS"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"5/9 The Pedigree: This isn't an empty warehouse. It was Nanosyns HQ already outfitted for chemical synthesis. $CDXS inherits millions in "free" CapEx (hoods benches HVAC). This is what Nanosyn ex owners took the loan for (and became landlords)"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"6/9 The Timeline: Reality check - [----] is a construction year. $CDXS is hiring EHS directors & doing "modifications" now. Don't expect commercial GMP batches from Hayward until [----]. Merck deal money finding the project"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"7/9 The Bridge: How do they survive the gap Partners. Axolabs (Jan '26) and Nitto Denko (Oct '25) are testing ECO sequential synthesis in their facilities right now. Shipping enzymes for enzymatic siRNA ligation. Still [----] revenue guidance is a big ❓ $CDXS"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"So basically he said skip $GME and $AMC go straight to $CLOV Lets just skip original video games & movies & go straight to the sequel Lets just skip original video games & movies & go straight to the sequel"
X Link 2021-06-17T05:42Z [---] followers, [--] engagements

"Even if mean number of $clov shares owner by every r/CLOV member is [---] we do control more than 10% of the the float. Join us as we are stronger together. HODL and buy more if you can. Especially tomorrow. https://www.reddit.com/r/CLOV/comments/obzk6c/what_percentage_of_clov_do_rclov_members_control/utm_medium=android_app&utm_source=share https://www.reddit.com/r/CLOV/comments/obzk6c/what_percentage_of_clov_do_rclov_members_control/utm_medium=android_app&utm_source=share"
X Link 2021-07-02T02:19Z [---] followers, [--] engagements

"I highly encourage everyone who is long in $CLOV for REAL to read the latest posts of this Medicare industry professional. Learn the terminology understand the numbers and influencing factors. Do not be "to the moon" dummy. Good luck 🍀 https://link.medium.com/AoMkyNUI3hb https://link.medium.com/AoMkyNUI3hb"
X Link 2021-07-21T00:35Z [---] followers, [--] engagements

"Alternative approach: Chamath might use $clov as a base company to create a $tdoc competitor. Livongo shines on the area of remote monitoring of patients with chronic conditions (diabetes hypertension). Can Clover Assistant be an ber-app with similar capabilities Why not"
X Link 2021-08-01T04:28Z [---] followers, [--] engagements

"Very high probability that $CLOV have a DCE with a right to operate Direct Contracting in Florida starting Jan [----]. Sorry I cannot give you a public source link because CMS has not published updated [----] list. But I trust my sources"
X Link 2021-08-04T22:31Z [---] followers, [--] engagements

"" $CLOV has a government-granted monopoly in multiple states with no incumbents and minimal competition from other DCEs. This gives them unique access to over [-------] Medicare patients over the next five years" https://link.medium.com/tPuVCJpuzib https://link.medium.com/tPuVCJpuzib"
X Link 2021-08-09T03:53Z [---] followers, [--] engagements

"Of course they showed up. Both BoFA and JP Morgan analysts had a lot of questions. Trying to create an impression that "street left $CLOV for dead" is questionable at the very least. If they lower price targets I do not care. It's a marathon not a sprint. LOL. If they show up. The street has left $CLOV for dead. That is why to company is cultivating the snowflake ambassador his sidekicks and their astroturf campaign. LOL. If they show up. The street has left $CLOV for dead. That is why to company is cultivating the snowflake ambassador his sidekicks and their astroturf campaign"
X Link 2021-08-11T22:04Z [---] followers, [--] engagements

"From @TheIpHawk 's post on $ABUS vs $MRNA case "There is also a sophisticated unknown party(s) that get the decisions lighting fast" Wait what As decisions are not published yet officially is not this called "insider trading" https://iphawk.substack.com/p/moderna-mrna-v-arbutus-abus-cafc https://iphawk.substack.com/p/moderna-mrna-v-arbutus-abus-cafc"
X Link 2021-10-16T05:39Z [---] followers, [--] engagements

"My @wacheteApp notification on has finally fired. The list of states where $CLOV has Direct Contracting Entities IS WAY LARGER now. @CloverHealth will issue PR this week. And Florida is in the list. Awesome https://www.cloverhealthpartners.com/en/about-us https://www.cloverhealthpartners.com/en/about-us"
X Link 2022-01-04T03:41Z [---] followers, [--] engagements

"Denifanstat Patent application (Sept 2023): TAPI engineered "Form DF1" specifically for stability. Its the "Lock" to Resmetiroms "Key" in the upcoming FDC. $sgmt likely licensed this patent as well"
X Link 2026-01-02T15:28Z [---] followers, [---] engagements

"$mdgl license of a DGAT2i actually validates $sgmt thesis. Madrigal is admitting that resmetirom (THR-beta) is not enough to stop advanced disease on its own"
X Link 2026-01-09T14:53Z [---] followers, [----] engagements

"A new round of the oral #MASH combo war has officially started. Here is the positioning. $mdgl $sgmt $mdgl license of a DGAT2i actually validates $sgmt thesis. Madrigal is admitting that resmetirom (THR-beta) is not enough to stop advanced disease on its own. $mdgl license of a DGAT2i actually validates $sgmt thesis. Madrigal is admitting that resmetirom (THR-beta) is not enough to stop advanced disease on its own"
X Link 2026-01-09T16:28Z [---] followers, [----] engagements

"$mdgl JPM presentation is in an hour. Looking forward to their comments on oral combo competition and $sgmt TAPI resmetirom deal"
X Link 2026-01-12T20:20Z [---] followers, [----] engagements

"$sgmt Clean safety in the second acne phase [--]. Volume is there. Price will follow https://www.ascletis.com/news_detail/200/id/1342.html https://www.ascletis.com/news_detail/200/id/1342.html"
X Link 2026-01-29T14:55Z [---] followers, [----] engagements

"$gild Been involved in multiple discussions that ended up someone else's M&A in [----]. Likely "Party A" in Akero proxy is Gilead. Still empty handed in MASH. Very limited number of late stage assets in MASH and $gild prefers oral. We'll wait. $sgmt"
X Link 2026-02-04T14:21Z [---] followers, [----] engagements

"3/9 The Leverage: The landlord owes $9M in bonds from [----] used to outfit the building. With no rent since June '25 they were desperate to mitigate damages. $CDXS held all the cards"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"4/9 The Terms: $CDXS likely secured rock-bottom rent + massive concessions. They are solving the landlord's "ticking debt clock" while keeping their own burn rate low. Hopefully a masterclass in negotiation. We'll see real numbers in 10-K"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"8/9 The Endgame: While partners validate the tech Hayward becomes the fortress. The goal: fully GMP-ready Sequential Enzymatic Synthesis for siRNA by '27. Vertical integration. They just need one thing - survive the cash flow gap. [----] raise is possible $CDXS"
X Link 2026-02-08T15:24Z [---] followers, [---] engagements

"$sgmt TVB [----] ph [--] efficacy cohort moved to Australia interesting CRO is top notch climate conditions are right to demonstrate the maximum possible sebum production inhibition vs placebo. And tac incentives provided by AU govt also beneficial https://www.nucleusnetwork.com/trial/the-skin-science-study/ https://www.nucleusnetwork.com/trial/the-skin-science-study/"
X Link 2026-02-09T03:36Z [---] followers, [---] engagements

"$irwd This requires more DD as it can be a blocker for M&A"
X Link 2025-11-10T12:12Z [---] followers, [----] engagements

"@SteveWagsInvest Do you mean Bachem to Codexis agreement It was never published"
X Link 2025-11-10T13:00Z [---] followers, [---] engagements

"$BCHMY $cdxs $lly $lly: Sr. Principal Process Engineer - Oligonucleotides Lilly plans to build a new $6.5 billion facility to manufacture active pharmaceutical ingredients in Texas https://t.co/MPh9sS9g9h $cdxs $bchmf https://t.co/8YIVyfGoPw $lly: Sr. Principal Process Engineer - Oligonucleotides Lilly plans to build a new $6.5 billion facility to manufacture active pharmaceutical ingredients in Texas https://t.co/MPh9sS9g9h $cdxs $bchmf https://t.co/8YIVyfGoPw"
X Link 2025-11-24T04:14Z [---] followers, [----] engagements

"$clsd Listened to the first hearing today. HCR will get everything vis low ball Stalking Horse Bid likely Credit Bid on royalty sub + deficiency claim to get the parent for free. Commons are going to pink sheets on Monday and will die there. Maybe one more dead cat bounce"
X Link 2025-11-26T03:26Z [---] followers, [----] engagements

"$clsd CLS-AX and preclinical assets of Parent worth $0 and they completely depend on tech fully owned by Sub. HCR will underbid for the Sub in the coming days to create a deficiency claim against the Parent. Common shareholders' only hope is a concurrent bid for the Sub"
X Link 2025-11-27T15:11Z [---] followers, [---] engagements

"This piece of DD is going into the area of stereochemistry of RNA editing oligos and how enzymatic manufacturing might be a way for $prqr to minimize $wve moat in this area with the help of $cdxs for example"
X Link 2025-12-06T19:26Z [---] followers, [----] engagements

"Back in $sgmt. This time the end game is in the $20+ area"
X Link 2025-12-12T02:02Z [---] followers, [---] engagements

"$SGMT Due Diligence Thread 🧵. The most obvious M&A arbitrage in biotech. Current: $6.30. Target: $25+. Built to sell not to build. 👇"
X Link 2025-12-16T17:32Z [---] followers, [---] engagements

"THESIS: $SGMT is not built to become commercial co; its a holding vehicle for a strategic asset (Denifanstat) + other FASN inhibitor molecules"
X Link 2025-12-16T17:32Z [---] followers, [---] engagements

"THE ASSET: The only ORAL drug with biopsy-proven fibrosis reversal in F2/F3 & a clear path in Cirrhosis (F4). A plug-and-play buyout to lots of players"
X Link 2025-12-16T17:32Z [---] followers, [---] engagements

"VALUATION: Comps (Akero/89bio) sold for $3.5B-$4.7B. $SGMT is $200M. Even at a 60% discount fair value is $1B ($25+/share). 💰"
X Link 2025-12-16T17:33Z [---] followers, [---] engagements

"TIMELINE: Q1 [----] is the Kill Zone. JPM (Jan) to tease suitors. Potential EASL Late-Breaker (Mar 31) to lock the data on the Deni + res combo"
X Link 2025-12-16T17:33Z [---] followers, [----] engagements

"THE TRAP: New patent filed on FASN + GLP-1. Data shows GLP-1 alone FAILS fibrosis (0% response). $SGMT owns the IP to fix it. 📜🔒"
X Link 2025-12-16T17:33Z [---] followers, [---] engagements

"$sgmt agreement with $teva on the res API supply for one pill deni+res combo is brilliant. $mdgl will be pissed but no patent infringement here iiuc and this combo has its own IP. F4 mash oral pill. Think about this TIMELINE: Q1 [----] is the Kill Zone. JPM (Jan) to tease suitors. Potential EASL Late-Breaker (Mar 31) to lock the data on the Deni + res combo TIMELINE: Q1 [----] is the Kill Zone. JPM (Jan) to tease suitors. Potential EASL Late-Breaker (Mar 31) to lock the data on the Deni + res combo"
X Link 2025-12-17T13:39Z [---] followers, [----] engagements

"$SGMT just executed a 48hr masterclass. Dec 17: Exclusive license for optimized Resmetirom from TAPI. Dec 18: Positive Ph1 PK data. The "Madrigal Trap" is set. $SGMT now owns the path to a Resmetirom + FASN combo pill. 🧵👇"
X Link 2025-12-18T14:51Z [---] followers, [----] engagements

"2/7 Why it matters: Madrigals $MDGL Rezdiffra is the king of monotherapy but the market is moving to combinations. $SGMT just proved they can co-formulate with the "king" while bypassing $MDGLs patents. 🚀"
X Link 2025-12-18T14:51Z [---] followers, [---] engagements

"3/7 Potential Acquirer #1: $SNY (Sanofi) The "Knockout" Bidder. $SGMTs Ph3 Acne asset + MASH combo = a strategic "Must Have." Sanofi pays massive premiums to end auctions early. 💉 Sagimet CFO sold to Sanofi before"
X Link 2025-12-18T14:51Z [---] followers, [---] engagements

"4/7 Potential Acquirer #2: $GILD (Gilead) The "FDC King." Gilead recently culled their Novo-partnered MASH programs. They need a new "Single Tablet Regimen." $SGMT is the turnkey solution to leapfrog back to the front of the liver market. 💊"
X Link 2025-12-18T14:51Z [---] followers, [---] engagements

"5/7 Potential Acquirer #3: $MDGL (Madrigal) The "Defensive" Play. $MDGL just spent 💰 on a preclinical GLP-1 combo. Buying $SGMT is cheaper than fighting a rival who has a superior combo pill using $MDGL's own active ingredient. 🛡"
X Link 2025-12-18T14:51Z [---] followers, [---] engagements

"6/7 Timing is everything. By pulling data into "End of 2025" $SGMT ensures they are the hottest de-risked asset at #JPM2026. Management has cleared every technical hurdle. The auction is effectively live. 🔔"
X Link 2025-12-18T14:51Z [---] followers, [---] engagements

"7/7 Bottom line: $SGMT is no longer a speculative bet; it's a strategic block. Whether its Gileads liver focus or Sanofis derm dominance the bidding starts in San Francisco. Watch the chart/volume for next weeks. 📈 #MASH #Biotech"
X Link 2025-12-18T14:51Z [---] followers, [---] engagements

"$sgmt "The Reporting Person is making an early exit filing due to the planned termination and cancellation of the Reporting Person in Delaware before year-end" This is fund liquidation shares are likely distributed in kind. Beth is now a real independent director"
X Link 2025-12-18T23:03Z [---] followers, [---] engagements

"$sgmt $gild $mdgl 1/ This deep dive looks at why Gileads ($GILD) "selective" M&A strategy as recently outlined by CFO Andrew Dickinson makes Sagimet ($SGMT) a primary target for [----]. The thesis rests on clinical synergy legal de-risking and the Teva ($TEVA) factor. 🧵 1/ This deep dive looks at why Gileads ($GILD) "selective" M&A strategy as recently outlined by CFO Andrew Dickinson makes Sagimet ($SGMT) a primary target for [----]. The thesis rests on clinical synergy legal de-risking and the Teva ($TEVA) factor. 🧵"
X Link 2025-12-19T16:16Z [---] followers, [----] engagements

"$prqr Since I published that tweet ProQR decided no point to hide and explicitly mentioned $lly co-owned patents in the corp. slide deck Screenshot #1 - Aug [----] Screenshot #2 - Dec [----] $prqr / $lly Mutual patent applications: WO2025155911A1 - Antisense oligonucleotides for the treatment of hurler syndrome . Targeting IDUA. Pub: 2025-07-24 WO2024206175A1 - Antisense oligonucleotides for the treatment of neurological disorders. Targeting KCC2. Pub: 2024-10-03 $prqr / $lly Mutual patent applications: WO2025155911A1 - Antisense oligonucleotides for the treatment of hurler syndrome . Targeting"
X Link 2025-12-26T17:43Z [---] followers, [----] engagements

"Enter TAPIs "Innovative Forms" (Co-crystals) patent application. TAPI didn't just copy the molecule; they re-engineered its crystal lattice. The goal Flat Dosing. 🎯 One dose that provides consistent exposure for everyone regardless of whether they weigh 60kg or 120kg"
X Link 2026-01-06T14:45Z [---] followers, [---] engagements

"$cdxs Corsera Empirico"
X Link 2026-01-08T04:48Z [---] followers, [---] engagements

"$prqr Very early data safety data from the lowest dose cohort. Rett won't be in clinic until [----]. MASH - no guidance on clinical timelines. Typical ProQR"
X Link 2026-01-08T15:50Z [---] followers, [----] engagements

"$clsdq $clsd dockey 167-168 HCR is effectively saying @clearsidebio "We hold the mortgage and we won't let you sell the house to a broke stranger unless our mortgage stays on the title." Health Ocean is actually this https://youtu.be/7k0FhEoCXussi=NL6hFvdcjO2v5cGE https://www.hkex.com.hk/Market-Data/Securities-Prices/Equities/Equities-Quotesym=3309&sc_lang=en https://youtu.be/7k0FhEoCXussi=NL6hFvdcjO2v5cGE https://www.hkex.com.hk/Market-Data/Securities-Prices/Equities/Equities-Quotesym=3309&sc_lang=en"
X Link 2026-01-10T21:43Z [---] followers, [---] engagements

"$clsdq $clsd The more I scan the BK docket files the more it feels that Health Ocean is a joint gig between a closed group of HK ophthalmology celebrities that Chong convinced the assets are worth developing for the China market. And Chong will likely run it . Fun stuff. NP"
X Link 2026-01-11T04:48Z [---] followers, [---] engagements

"One is not chatting with Loncar a day before JPM start if one is really close to selling their co : A quick take with@Abivax_CEO Marc de Garidel. Stand by for BiotechTV's full interview with him later this afternoon.$ABVX https://t.co/BxObqJ82nx : A quick take with@Abivax_CEO Marc de Garidel. Stand by for BiotechTV's full interview with him later this afternoon.$ABVX https://t.co/BxObqJ82nx"
X Link 2026-01-11T22:53Z [---] followers, [----] engagements

"Big enough thing to take another look at some public cell and gene therapy players. $xbi To further expedite product development the FDA announced a more flexible approach to the agencys oversight of chemistry manufacturing and control requirements for cell and gene therapies. https://t.co/Pix3Qfq4zj https://t.co/8zT70UFB4F To further expedite product development the FDA announced a more flexible approach to the agencys oversight of chemistry manufacturing and control requirements for cell and gene therapies. https://t.co/Pix3Qfq4zj https://t.co/8zT70UFB4F"
X Link 2026-01-12T00:24Z [---] followers, [----] engagements

"$mdgl Hmm ⚠ ⚠ Iran Becomes Worlds 2nd Producer of Resmetirom Iran has begun domestic production of Resmetirom the worlds first FDA-approved drug for non-alcoholic fatty liver disease (grades [--] & [--] fibrosis). A breakthrough that cements Irans rise https://t.co/BH0cIk5jqM ⚠ ⚠ Iran Becomes Worlds 2nd Producer of Resmetirom Iran has begun domestic production of Resmetirom the worlds first FDA-approved drug for non-alcoholic fatty liver disease (grades [--] & [--] fibrosis). A breakthrough that cements Irans rise https://t.co/BH0cIk5jqM"
X Link 2026-01-12T06:43Z [---] followers, [---] engagements

"$clsd $cladq Is this last dead cat's bounce or it's a white knight with a reasonable bid We'll figure this out soon. NP"
X Link 2026-01-13T20:52Z [---] followers, [---] engagements

"We'll wait Andy your MASH bag is as empty as it could be"
X Link 2026-01-13T21:11Z [---] followers, [----] engagements

"$mcrb is still alive. Amazing. Likely going to become the second microbiome company that will be liquidated by Marella "the broom" Thorell"
X Link 2026-01-18T23:13Z [---] followers, [---] engagements

"$clsd $clsdq Rooting for those who are still holding this thing the auction is today iirc"
X Link 2026-01-20T22:02Z [---] followers, [----] engagements

"Building a decent position in $eols this week. New CFO is clearly more cautious on guidance which is good. Evolysse Sculpt is coming in H2 [----] and this opens a battle for "Ozempic face" crowd. Multiples are very compressed"
X Link 2026-01-23T03:37Z [---] followers, [----] engagements

"$clsd $clsdq docket 186"
X Link 2026-01-26T05:50Z [---] followers, [----] engagements

"Cheating cheating everywhere"
X Link 2026-01-26T05:52Z [---] followers, [---] engagements

"@saltynostrils @tracelarabee11 They guided profitability via partnership. Then they changed the strategy to build a GMP facility. Different business. I like high risk high reward setup Opaleye looking for predictable cash flows ASAP"
X Link 2026-01-29T02:23Z [---] followers, [---] engagements

"Quoting the smart guy from the industry: "I personally invested in $CLOV because of the valuation because I work in Medicare Advantage and the fundamentals support a $20+ share price". And this is Jun [--] analysis before ValueH deal Q2 earnings https://livinittt.medium.com/short-sellers-are-betting-against-a-high-growth-business-thats-undervalued-4933024161cb https://livinittt.medium.com/short-sellers-are-betting-against-a-high-growth-business-thats-undervalued-4933024161cb"
X Link 2021-09-10T14:03Z [---] followers, [--] engagements

"I'm pretty new in following this lipid nanoparticles patents poker match that is happening between $abus $roiv $mrna. is an interesting thread. My bet: $abus will get a proposal to be acquired at $15$/share by one of US Pharma whales e.g. $jnj $mrk http://stocktwits.com/DocPharm/message/391633939 http://stocktwits.com/DocPharm/message/391633939"
X Link 2021-10-16T20:58Z [---] followers, [--] engagements

"$ABUS Re-read last Monday update especially cash related section. We have money for next [---] years. We are not in hurry to get royalties from Moderna and the likes. But they will pay sooner than later. Re-read https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-announces-2022-corporate-objectives-and-provides https://investor.arbutusbio.com/news-releases/news-release-details/arbutus-announces-2022-corporate-objectives-and-provides"
X Link 2022-01-31T23:32Z [---] followers, [--] engagements

"@MatinasBio You forgot to upload the damn poster to the web site before sending the PR. Your science might be promising but [--] graders can do better PR work than the person that does it for you. You stuck in the 1990s you really do not understand how modern PR works"
X Link 2024-05-16T13:50Z [---] followers, [--] engagements

"$prqr Time to start valuation increase for ProQR. We all.know who holds core patents for ADAR $wve OMG single dose sustained and substantial #RNAediting in WoMan. Major major de-risking of new modality with amazing potential incl gain of function and protective variants. $prqr $krro https://t.co/8elFhwtldD $wve OMG single dose sustained and substantial #RNAediting in WoMan. Major major de-risking of new modality with amazing potential incl gain of function and protective variants. $prqr $krro https://t.co/8elFhwtldD"
X Link 2024-10-16T13:30Z [---] followers, [----] engagements

"$rgnx -25% over last month. I'm building my position here. This one and $mgtx have very solid gene therapy manufacturing capabilities in addition to late stage programs in large indications $RGNX (L) 50:1 EV gap vs $SRPT (think 10:1 more appropriate given latest look at RGX-202 shows significant improvement over Elevidys caveat for low N of course) Doesn't take into account MPS II (approval 2H 25) & $ABBV partnership in eye ($200M milestone payment due 1H 25) https://t.co/tLo1OYA52C $RGNX (L) 50:1 EV gap vs $SRPT (think 10:1 more appropriate given latest look at RGX-202 shows significant"
X Link 2024-12-25T00:57Z [---] followers, [----] engagements

"$wve WVE-003 and WVE-006 somehow were completely ignored by this poster. As always - listen to everyone trust no one do your own DD $WVE in a biotech market where so many companies are dirt cheap chasing an over hyped bubbly company seems just silly. Maybe someday when a better value is created. I have too many other things I like better for cheaper. https://t.co/C8Fot5DncL $WVE in a biotech market where so many companies are dirt cheap chasing an over hyped bubbly company seems just silly. Maybe someday when a better value is created. I have too many other things I like better for cheaper."
X Link 2025-03-30T03:09Z [---] followers, [----] engagements

"Talk is cheap It's never meant to be personal so sorry to Vinay if it sounds this way but this is beyond the best case scenario for biotech. Conservatives' clear message to FDA: be generous in allowing patient and family choice. It's never meant to be personal so sorry to Vinay if it sounds this way but this is beyond the best case scenario for biotech. Conservatives' clear message to FDA: be generous in allowing patient and family choice"
X Link 2025-07-30T02:54Z [---] followers, [----] engagements

"$cdxs Finally waking up a bit. TIDES EU is in a month this webinar with Bachem looks interesting. Bachem is a one stop to $lly who are betting a lot on oligos for the upcoming decade"
X Link 2025-10-07T03:49Z [---] followers, [----] engagements

"@SteveWagsInvest Nope and this makes sense as money flow is different. After all it's Alnylam & the likes who need to manufacture their drug.And the respective CDMO (Bachem in this case) does the manufacturing. If Alnylam needs to buy ligase from Codexis to make this happen they can do that"
X Link 2025-11-10T13:09Z [---] followers, [---] engagements

"So they really want to block the DNL pathway as it's complimentary to THR-beta but the only cheap asset was Pfizer abandoned DGAT-2 so now they are trying to convince the market that this is better than FASN as a combo. Ok good luck $mdgl"
X Link 2026-01-13T00:47Z [---] followers, [----] engagements

"$cdxs I think Silverman has 2-3 M shares remaining to dump. Low float microcaps are tough for whales to exit"
X Link 2026-01-28T22:14Z [---] followers, [----] engagements

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