@ZissouCapital Avatar @ZissouCapital ZissouCapital

ZissouCapital posts on X about $stvn, $1sxp, business, strong 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 25% finance 14% countries 4% cryptocurrencies 3% nfl 2% technology brands 2% ncaa football 1% ncaa basketball 1% travel destinations 1%

Social topic influence $stvn 19%, $1sxp 10%, business 7%, strong 6%, market 5%, novo 5%, $wst 5%, ai 5%, $gxi 5%, share 4%

Top accounts mentioned or mentioned by @noahpetey @siemprepulpo @researchpulse1 @borlaug @hans1799697 @ghadjia @alexthegreat183 @bioinvestor24 @compoundpapi @invesquotes @kaladindz @calvsams @0xfuckleroy @blankspacenom @southernvalue95 @sadandlonely69 @boredbuyside @maziardoustdar @marcslans @leveeenmasse94

Top assets mentioned Stevanato Group S.p.A. (STVN) West Pharmaceutical Services Inc. (WST) Artrade (ATR) Repligen, Corp. (RGEN) Coconut Chicken (CCC) NCINO, Inc. (NCNO) Novo-Nordisk (NVO) Dayforce, Inc. (DAY) Entegris, Inc. (ENTG) Colliers International Group Inc. Subordinate Voting Shares (CIGI) SPS Commerce, Inc. (SPSC) CCC Intelligent Solutions Holdings Inc. (CCCS) Beldex (BDX) Spotify Technology (SPOT) VSE Corp (VSEC) Hims & Hers Health, Inc. (HIMS) International Flavors & Fragrances Inc (IFF) Rogers Communications, Inc. (RCI)

Top Social Posts

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

"Time to separate reality from the narrative in pharmaceutical packaging. WST ATR Schott and DAE have all reported their 12/31. STVN yet to put theirs out and we'll ignore GXI because 🤡. Every single one has beaten 4Q and except for Schott guided to accelerating growth in 26"
X Link 2026-02-13T15:21Z [----] followers, [----] engagements

"Here's WF's take on the Iqvia numbers this morning. Zepbound also benefited from a bounce back week after the snowstorm and nice to see pens picking up after the beginning of the year coverage shake-up"
X Link 2026-02-13T15:37Z [----] followers, [---] engagements

"@hispanstreetcat @0xFuckleroy @Borlaug_ @newbot94050078 for sure if you think numbers this year are unachievable - fair enough. if they outperform though the thing is pretty torqued"
X Link 2025-03-19T14:10Z [---] followers, [---] engagements

"Alright who are the numbnuts selling $STVN on the [---] investigation EU tariffs are capped at 15% regardless of future [---] and in any case STVN is [--] years ahead of competition in building out US syringe capacity for US demand. This [---] is targeting plastic syringes from China"
X Link 2025-09-25T21:41Z [---] followers, [---] engagements

"Schott $1SXP cutting [----] and mid-term guide due to lower syringe demand. Market will probably think "oral GLP-1s" but this is most likely Lilly shifting share to $STVN on tirzepatide as they bring capacity online in Latina and Fishers. Schott getting butt kicked by STVN"
X Link 2025-12-04T21:03Z [----] followers, [----] engagements

"Very interesting call from $1SXP - what did we learn Hard to read it as anything but very bullish for $STVN. Their lousy guidance for glass syringe volumes for next year is due to falling market demand for an mRNA vaccine so that's one of the COVID vaccines in glass PFS now"
X Link 2025-12-11T20:22Z [----] followers, [----] engagements

"Schott's overall vaccine exposure is 20% including both mRNA (8% going to 5% next year) and non-mRNA vaccines at 10-15%. $STVN much less exposed to this soft market segment at 6-8% this year. Reason is mainly due to Schott's scale in luer-lock syringes vs staked-needle"
X Link 2025-12-11T20:25Z [---] followers, [---] engagements

"Schott doesn't see that they're losing share to a competitor (they are.$STVN taking share with LLY on GLP-1s and Schott not a syringe supplier to Novo) but freely admits they can't tell you who is delivering what"
X Link 2025-12-11T20:28Z [---] followers, [---] engagements

"Despite the share losses Schott still seeing strong growth for GLP-1s in [----] and beyond - bodes very well for $STVN next year and belies the panic for packaging that oral GLP-1 launches will cause massive [----] headwinds"
X Link 2025-12-11T20:29Z [---] followers, [---] engagements

"Most strikingly Schott have shifted their discussion around US syringe expansion in North Carolina from "planned [----] groundbreaking" to "under evaluation" and not in [----] Capex plans"
X Link 2025-12-11T20:32Z [---] followers, [---] engagements

"$STVN's aggressive expansion [--] years ago in Fishers IN is looking more and more prescient while Schott sat on their thumbs tariffs/reshoring now a major tailwind for $STVN as more lines get validated in the US while Schott is at least [--] years away from meaningful US capacity"
X Link 2025-12-11T20:33Z [----] followers, [---] engagements

"Encouraging to see $STVN trade up today after the Schott call. At least someone in the market is using their brain and seeing that the commentary is bullish for $STVN and that the narratives around oral GLP-1s price cuts multi-dose formats are nonsense and $STVN is way oversold"
X Link 2025-12-11T20:39Z [----] followers, [---] engagements

"@sadandlonely_69 It is for sure. Just been sucked into the narrative vortex of "oral GLP-1s huge packaging screwed" and "cheaper GLP-1s and multi-dose formats sell $STVN and $WST""
X Link 2025-12-11T20:41Z [---] followers, [---] engagements

"@GHadjia $CCC $NCNO $AIF.TO"
X Link 2025-12-11T21:03Z [---] followers, [---] engagements

"@GHadjia $CCC dominant industry platform with network effect and insurmountable data advantage growth accelerating new products gaining adoption and ramping growth"
X Link 2025-12-12T01:54Z [---] followers, [---] engagements

"@GHadjia $NCNO leading cloud banking platform bringing AI to banks pricing model shift leading to acceleration and reduced churn margins inflecting and industry headwinds abating"
X Link 2025-12-12T01:55Z [---] followers, [---] engagements

"@SiemprePulpo Thanks friend I should have added Schott remains a fantastic organization great scientific rigor and is dirt cheap at the moment. Going to be in the penalty box for awhile but they are leaders in a lot of fwd looking spaces like large volume injectables"
X Link 2025-12-13T17:36Z [---] followers, [---] engagements

"@alexthegreat183 @boredbuyside Happy to answer any questions. It's certainly trading like orals have killed the injectables market but GLPs are going to grow co avg in '26 for STVN. They definitely haven't overbuilt. They're selling every syringe and cartridge they can make. US capacity a big edge next [--] yrs"
X Link 2026-01-21T20:13Z [---] followers, [---] engagements

"@bioinvestor24 @ResearchPulse1 @maziardoustdar Disaster case for $NVO would be Wegovy Pill expands the market results/SEs are not great and 3-6 months from now creates a funnel of new Tirz users"
X Link 2026-02-02T19:31Z [---] followers, [---] engagements

"@compoundpapi They closed on Dayforce today one question is who is going to lend to them at 6x Ebitda if they cant answer the AI question"
X Link 2026-02-04T21:43Z [---] followers, [----] engagements

"@noahpetey @0xFuckleroy @Borlaug_ I am thinking WST report next week should be a positive catalyst but seems likely we keep getting whipped around by weekly pill TRx until mkt stabilizes"
X Link 2026-02-07T23:44Z [---] followers, [---] engagements

"@noahpetey @0xFuckleroy @Borlaug_ I would also add if FDA really does shut down the compounded GLP1 market it is unbelievably bullish for STVN. There are millions of patients buying drugs in vials from low qual sources. If that's shut down NVO and LLY will need a lot more syringes carts and vials from STVN"
X Link 2026-02-08T13:16Z [---] followers, [--] engagements

"@compoundpapi Insane for her to race with a torn ACL"
X Link 2026-02-08T19:41Z [---] followers, [--] engagements

"@compoundpapi LikeI dont even know how you ski at all without an ACL let alone try to race in the Olympic downhill"
X Link 2026-02-08T20:09Z [---] followers, [--] engagements

"@hcf_m2h YES and got to fill the Niners locker room with cigar smoke for the 2nd time in [--] weeks"
X Link 2026-02-10T18:49Z [---] followers, [--] engagements

"@kaladindz @noahpetey @Calvsams @Invesquotes @peter_mantas @Borlaug_ I interpreted it as competitive environment for syringes. Schott is losing share on tirzepatide this year as Lilly are shifting incremental volume to STVN particularly as Fishers continues to ramp capacity. It was interesting to me no one on the call asked about orals"
X Link 2026-02-11T15:40Z [---] followers, [---] engagements

"@FullySynergized Jobs report good means lower chance of rate cuts so CRE trx stay slow. Or maybe CBRE is just SaaS now"
X Link 2026-02-11T19:42Z [---] followers, [---] engagements

"@marc_slans When the AI has killed us all there will be no more trash pickup"
X Link 2026-02-12T22:23Z [---] followers, [---] engagements

"@compoundpapi @marc_slans For sure I'll be nic'd out no matter what the future holds"
X Link 2026-02-12T22:27Z [---] followers, [--] engagements

"The pill launch has been unsurprisingly strong. But yet the Iqvia data this week shows Zepbound continuing to grow unabated and continuing to take share from Novo in the US. Pills are great they expand the market but injectables aren't going anywhere and they won't stop growth"
X Link 2026-02-13T15:25Z [---] followers, [---] engagements

"And if you're looking for a safe haven in this AI-crazed market. Drug packaging cannot be disrupted. No obsolescence risk impenetrable barriers to entry and gobs of LT secular tailwinds on top of near-term market acceleration"
X Link 2026-02-13T15:26Z [---] followers, [---] engagements

"@leveeenmasse94 I hear you - that was the beauty of their guidance this year hitting good numbers on the strength of the broad base and GLP1 upside is gravy. Market has lost its mind trading these things like they are GLP1 beta only"
X Link 2026-02-14T12:47Z [---] followers, [--] engagements

"It's been easy to sell/short phenomenal LT franchises like $STVN and $WST on the narrative of pills killing the injectable GLP-1s but reality is GLP-1s which are mid-teens % of sales for these businesses are still growing +DD and contributing to growth"
X Link 2026-02-13T15:29Z [----] followers, [---] engagements

"I think AI is an amazing tool but we have lost our goddamn minds. Anthropic's CEO says the company doesn't know whether or not Claude has reached consciousness saying it "occasionally voices discomfort with the aspect of being a product." Claude gave itself a 15-20% chance of being conscious. https://t.co/X3c8MuUys4 Anthropic's CEO says the company doesn't know whether or not Claude has reached consciousness saying it "occasionally voices discomfort with the aspect of being a product." Claude gave itself a 15-20% chance of being conscious. https://t.co/X3c8MuUys4"
X Link 2026-02-16T02:40Z [----] followers, [---] engagements

"Implications of Cagrisema for packaging sector: very -for GXI had GLP eggs in dual-chamber syringe remain on the outside looking in. +/- for STVN have a nice dual-chamber cartridge but also spec'd in for Tirz on syringes carts and vials. + for 1SXP for Tirz syringe sales"
X Link 2024-12-20T15:56Z [---] followers, [---] engagements

"Busy day in primary packaging. $1SXP results VERY bullish for vials and RTU cartridge market - market not pricing in vial recovery or rapid RTU cart swtich. Their syringes sucked but if really polymer-only is 1SXP-idio. Tho could be feeling share loss to $STVN with LLY already"
X Link 2025-02-13T19:13Z [---] followers, [---] engagements

"What to say about the shocker at $WST. Time to call into question the LT 7-9% construct They are slowly ceding share in elastomers to $ATR and $DAE. Strategic value of contract manufacturing and their dalliances into device development really in question I think"
X Link 2025-02-13T19:14Z [---] followers, [---] engagements

"And for the stalwart $GXI bulls - look at WST's contract manufacturing business.is that what you're bulled up on at GXI Bormioli was a desperation move and now looking an albatross. Going private is a desperation move now by Dietmar to try to salvage his mess"
X Link 2025-02-13T19:16Z [---] followers, [---] engagements

"Overall - think the outlook for $STVN and $1SXP really compelling from here. Schott results were very strong read-through for $STVN but yet the monkeys sell it down in sympathy with $WST. $STVN at $18.50 this AM was a gift"
X Link 2025-02-13T19:21Z [---] followers, [---] engagements

"@alexthegreat183 Their problem is they've been selling themselves as positioned to be an outsized GLP-1 winner but Stevanato and Schott are winning the high-value pieces (syringes and RTU cartridges). GXI can have some 10-15% margin contract manufacturing all day"
X Link 2025-02-14T23:21Z [---] followers, [--] engagements

"@alexthegreat183 [----] will be the put-up or shut-up year for GXI to show they're a GLP1 winner which is probably why they're shopping a sale tbh"
X Link 2025-02-14T23:21Z [---] followers, [--] engagements

"@alexthegreat183 GXI is not selling syringes for Wegovy. Their dual chamber syringe is on cagrisema sharing that with Stevanato. Assuming cagrisema comes to market in a dual chamber format theyll both get some of that volume. Theres been talk from Novo about reformulating for a normal syringe"
X Link 2025-02-19T12:24Z [---] followers, [--] engagements

"@JerryCap So cringe to hear that crap on an earnings call"
X Link 2025-02-25T04:53Z [---] followers, [---] engagements

"$stvn being more conservative on vials recovery but still guiding vials to grow msd-hsd this year. Implies cartridges and syringes will both grow msd-hsd as well which is surely too conservative. Expect estimates for $stvn to keep rising through the year"
X Link 2025-03-07T02:43Z [---] followers, [---] engagements

"All in all packaging is back Favorites here are $stvn $1sxp $atr. $gxi is only attractive if you think they get a deal done. $wst is complicated right now - theyre losing share and in denial. Still a great business but other plays are cleaner r/r currently"
X Link 2025-03-07T02:46Z [---] followers, [---] engagements

"$stvn $1sxp and $atr are all share-gainers in the space. For the glass players the market is sleeping big-time on the transition of the cartridge market to ready-to-use. Estimates for [----] are too low as well"
X Link 2025-03-07T02:55Z [---] followers, [---] engagements

"Fun surprise [--] for [--] day in glass packaging with $GXI results and an ad hoc "we're crushing it" pre-announce from $1SXP"
X Link 2025-04-11T22:27Z [---] followers, [----] engagements

"Hmm $RGEN results"
X Link 2025-04-29T12:22Z [---] followers, [----] engagements

"Damn hate to see Bertrand Loy retiring from $ENTG. Dude is a legend and has created insane LT value"
X Link 2025-05-12T13:49Z [---] followers, [----] engagements

"Odd to hear Schott $1SXP reducing capex in the US because "volatilities went up.so here we are a bit more cautious with our projects." Managing LT capacity expansion like a trader who pukes at the lows"
X Link 2025-05-15T14:40Z [---] followers, [---] engagements

"Shout out to Jacob Johnson doing the Lords work at $RGEN ie telling us the larger ATF commercial wins could be $15mm+ in annual consumables pull-through"
X Link 2025-05-20T21:02Z [---] followers, [---] engagements

"Oh Gerresheimer.shitco that you are $GXI. Glad to see pharma glass and delivery devices still on track though"
X Link 2025-06-02T15:37Z [---] followers, [----] engagements

"@KiwiPMI @icepoweredkitty Post-COVID hardware shadow for their core customer also faster growing cloud SaaS etc. spend is accounted as agent sale with revenue netted down 100% gross margin but not as impactful to topline growth"
X Link 2025-06-17T13:59Z [---] followers, [---] engagements

"Ok I give up - why are we dumping bioprocessing today is there a downgrade I missed $RGEN $DIM.FP"
X Link 2025-07-14T14:48Z [---] followers, [----] engagements

"Interesting move by $CIGI to consolidate and rebrand all their investment management businesses under Harrison Street.potentially setting up for a spin/IPO of this very undervalued piece of the portfolio"
X Link 2025-07-23T14:33Z [---] followers, [---] engagements

"WTAF is going on with $SPSC Good 2Q results FY guide looks good shoots themselves in the face with a completely fugly and confusing mid-term organic growth guide Either something is really wrong or theyre very confused about communication"
X Link 2025-08-01T00:24Z [---] followers, [---] engagements

"Growth inflecting back emerging solutions contributing $CCCS up 15% after hours now up 2% Sad Thank you for your attention to this matter $CCCS has growth margin expansion FCF conversion insanely high business quality grade A CEO smart shops on the shareholder register but yet trades like doodoo.pls fix thx. $CCCS has growth margin expansion FCF conversion insanely high business quality grade A CEO smart shops on the shareholder register but yet trades like doodoo.pls fix thx"
X Link 2025-08-01T14:13Z [---] followers, [----] engagements

"So all primary packaging reports are in what can we deduce $STVN is gaining share and outpacing peers by a strong margin they're raising constant currency guide for BDS and headline growth in North America is accelerating despite Fx headwinds"
X Link 2025-08-12T16:09Z [---] followers, [----] engagements

"$STVN is taking share from $1SXP particularly on Tirzepatide and reaping the benefits of their early and aggressive US expansion which is winning favor from US customers and shielding them from tariffs going forward"
X Link 2025-08-12T16:11Z [---] followers, [---] engagements

"$1SXP on the other hand is showing great growth in sterile vials and cartridges their syringes are getting dragged down by continued malaise in polymer which doesn't look to be coming back anytime soon"
X Link 2025-08-12T16:12Z [---] followers, [---] engagements

"Their growth in North America is decelerating while $STVN's is accelerating more evidence of the share loss and the fact that they are many years late expanding US capacity"
X Link 2025-08-12T16:13Z [---] followers, [---] engagements

"$BDX touted strong growth in biologics but weakness in vaccines. Not sure what they're on about. They're bragging about signed GLP-1 contracts but let's be honest they're not currently supplying Novo or Lilly"
X Link 2025-08-12T16:14Z [---] followers, [---] engagements

"$GXI is struggling. Hard to unwind what's packaging from CDMO activities because disclosure is so poor. Maybe we'll get better insights after they complete the moulded glass spin"
X Link 2025-08-12T16:15Z [---] followers, [---] engagements

"Some concerns about tariff pullforward boosting $STVN's 2Q I don't see it - order lead times are too long for that to have been a factor and you didn't see it in Schott's results or guidance cut either. $STVN outperformance looks to be purely organic share gain"
X Link 2025-08-12T16:17Z [---] followers, [---] engagements

"@SiemprePulpo STVN PFS growing mid-teens and North America growth accelerating in June qtr vs Schott decelerating. STVN is now 60% of tirzepatide volume vs Schott 40%. Schott was 50% last year and 100% [--] years ago"
X Link 2025-08-12T17:21Z [---] followers, [---] engagements

"I'm not sure what this says about me but at least once a day while listening to a podcast on my commute Spotify serves me an ad that starts "Living with schizophrenia can be tough." I mean.what does the algo know"
X Link 2025-08-22T19:30Z [---] followers, [----] engagements

"Nice deal from $VSEC announced with really great operating results. John Cuomo is an absolute killer. Building a giant in aftermarket aerospace"
X Link 2025-10-27T22:35Z [---] followers, [---] engagements

"@blankspacenom @RiggedCapital @PythiaR why would you extrapolate trailing [--] year organic when they were going through a horrendous destocking cycle that is now over and turning into a tailwind for '26 comps"
X Link 2025-11-18T18:09Z [---] followers, [--] engagements

"@blankspacenom @RiggedCapital @PythiaR Agree the focus on that has been correct the last [--] years not sure it makes sense to be as myopically focused on it looking forward 12-24 months. Even with orals GLP injectables are going to grow nicely and layer on base recovery at accretive margins and [----] looks pretty good"
X Link 2025-11-18T20:44Z [---] followers, [--] engagements

"@ResearchPulse1 @aditharun_ Will be interesting to watch prescribers. Injectables still more effective faster working easier adherence lower side effects.some people scared of needles but injectables still just a better option"
X Link 2025-11-18T20:49Z [---] followers, [--] engagements

"@sadandlonely_69 Ding ding ding. And consensus gross margins next year are too low as well as capacity utilization ramps up"
X Link 2025-11-19T20:45Z [---] followers, [---] engagements

"@stockthoughts81 Given the structural protections around that then sounds like its an asymmetrical upside opportunity"
X Link 2025-11-21T14:55Z [---] followers, [---] engagements

"@SouthernValue95 @HughyJass58 It seems like it would be. But its the buyers telling vendors hey if you want to do business with us easiest way to do it is go to SPS and value prop for vendors is access to the network. You land WFM now easy to start selling to sprouts fresh mkt etc"
X Link 2025-11-30T04:27Z [---] followers, [---] engagements

"@SouthernValue95 @HughyJass58 Hard to see that retailer base pushing their vendors to SHOP as a competing channel. Also a lot of SPS customers start on SHOP selling DTC and then get picked up by a major retailer and realize its a whole different league of complexity and logistics compliance"
X Link 2025-11-30T04:30Z [---] followers, [---] engagements

"@GHadjia $AIF.TO contd board just rejected takeout offers announced 25% buyback [----] US listing and massive overhead cuts to get margins to 30-35%"
X Link 2025-12-12T01:59Z [---] followers, [---] engagements

"@GHadjia $AIF.TO contd new pricing model on software generating 15% uplift and new product cycle coming at same time CRE transaction cycle starting to inflect back recurring revenue growth going to HSD-LDD"
X Link 2025-12-12T02:01Z [---] followers, [---] engagements

"@Hans1799697 @SiemprePulpo Multiple tricky b/c on what earnings STVN is massively underearning now vs where topline margins and FCF conversion will be in 2027-2028. Schott less so. STVN should trade at a premium to Schott but also Schott should not trade at a POS cyclical multiple like it is now"
X Link 2025-12-19T19:14Z [---] followers, [--] engagements

"@Hans1799697 @SiemprePulpo STVN likewise shouldn't trade at such a wide discount to WST when business quality is similar and earnings growth outlook is significantly better"
X Link 2025-12-19T19:18Z [---] followers, [--] engagements

"@SiemprePulpo @InvEnCalidad @Lab_Inversion @Invesquotes Schott also has problems with glass syringe demand due to a vaccine customer (may or may not be mRNA vaccine in a glass PFS). Schotts total vaccine exposure is 20% including mRNA vs STVN at 6-8%"
X Link 2025-12-23T16:36Z [---] followers, [--] engagements

"@ResearchPulse1 Fair enough but it doesn't tell you that prescribers are going to switch from prescribing tirzepatide or injectable semaglutide to orals as primary treatment recommendation"
X Link 2025-12-23T18:38Z [---] followers, [--] engagements

"Incredibly emasculating to hear Levi Stadium to play AC/DC Thunder every third down like the Seahawks arent just going to run it and convert. #GoHawks"
X Link 2026-01-04T07:01Z [----] followers, [---] engagements

"@compoundpapi 49ers defense when they hear the 3rd down music start"
X Link 2026-01-04T08:16Z [---] followers, [--] engagements

"@noahpetey @alexthegreat183 @boredbuyside Yes I think they are - when they put that out were being pretty conservative on vial transition and cartridges werent really factored in. Major cartridge shift coming next 2-3 years and vials may do better due to annex [--]. Nexa syringes are also doing better than expected"
X Link 2026-01-22T16:02Z [---] followers, [---] engagements

"@Invesquotes @H_T_D @Borlaug They've said 1:1 sales to capex ratio which gives them capacity to nearly 2x their glass business by 2028-2029 at significantly higher gross margins than historic company averages due to HVS mix shift"
X Link 2026-01-26T17:45Z [---] followers, [--] engagements

"@Invesquotes @H_T_D @Borlaug Franco's early and aggressive expansion in the US has them in pole position in a post-COVID reshoring and tariff world to significantly outgrow peers in the fastest growing market"
X Link 2026-01-26T17:47Z [---] followers, [--] engagements

"View this as very healthy for the ecosystem long term and driving wider adoption - NVO letting bygones be bygones. Great for NVOs cartridge supplier $STVN and pens $YPSN Novo Nordisk $NVO has reached an agreement with three telehealth companies to offer their GLP-1 drugs through them. If confirmed by $NVO I believe this partnership is beneficial for both ends but I wonder how this interacts with the fact that $HIMS will keep selling compounded https://t.co/jlivuncti4 Novo Nordisk $NVO has reached an agreement with three telehealth companies to offer their GLP-1 drugs through them. If"
X Link 2025-04-29T12:29Z [---] followers, [----] engagements

"@ToffCap @BurggrabenH We're now long $DSFIR with a [--] year thesis. Short-term a bit choppy but inventory effect temporary. Cheaper than $IFF which is the worst of the bunch much cheaper than $GIVN and $SY1 with arguably a better combined asset base now"
X Link 2023-06-23T13:47Z [---] followers, [---] engagements

"@ToddWenning Stevanato Group based outside Venice but they have a large facility south of Rome you could visit"
X Link 2025-07-08T01:02Z [---] followers, [---] engagements

"New $RCI long thesis - OF models go back to dancing and the youths will long for the touch of a real woman Canceled OF Phub subscriptions Thank you @Grok Imagine Canceled OF Phub subscriptions Thank you @Grok Imagine"
X Link 2025-08-12T20:14Z [---] followers, [----] engagements

"@Hans1799697 @SiemprePulpo Fair question though if WST should trade where it does.but it has for a long time and plenty of good reasons for why"
X Link 2025-12-19T19:19Z [---] followers, [---] engagements

"@Hans1799697 @SiemprePulpo I'd put it this way at current prices I think STVN is a better investment. I don't think Schott is a bad investment at current levels but I'd rather own the better business that is going to win outsized share and outgrow the market next 3-5 years"
X Link 2025-12-19T19:31Z [---] followers, [---] engagements

"@ResearchPulse1 @bioinvestor24 Right I mean what you'd expect would happen if these patients are in contact with an actual Dr is they'd say I'm unhappy with the results/SEs and the Dr would say ok why don't we try you on a more effective treatment with lower adverse effects i.e. Tirz"
X Link 2026-02-02T20:20Z [---] followers, [---] engagements

"@ResearchPulse1 @bioinvestor24 Big % difference between those who haven't yet sought treatment because they'd prefer an oral option vs those that will never switch to an injection even if a Dr says this might work better for you"
X Link 2026-02-02T20:58Z [---] followers, [--] engagements

"@DogLog29 @bioinvestor24 @ResearchPulse1 @maziardoustdar I mean.yes but orfo definitely has even lower effectiveness than oral Wegovy and appears to have higher adverse effects/discontinuation rate too"
X Link 2026-02-02T22:56Z [---] followers, [--] engagements

"@noahpetey @evfcfaddict @Ax3l_Blaze Agreed. Been hammering them that at this point no downside to disclosing it. Helps people forecast. And WST and Schott have done so. Mix of diabetes vs obesity GLP1 is important distinction to remember though"
X Link 2026-02-05T03:52Z [---] followers, [--] engagements

"@kaladindz @Calvsams CMD LT guide pushed out because of the destocking in vials which they hadnt anticipated as being so severe. LT trends in injectables very much intact. RTU conversion even better because Novo shifting huge cartridge volumes to RTU starting later this year/early 2027"
X Link 2026-02-06T02:24Z [---] followers, [--] engagements

"@kaladindz @Calvsams [----] has multiple tailwinds all converging: vials normalization GLP1s still growing strong (Lilly is boosting orders for this year and next) Annex [--] picking up ramp in utilization and margins at Latina and Fishers. [----] and [----] even better"
X Link 2026-02-06T02:26Z [---] followers, [--] engagements

"@bioinvestor24 Noise on the pens from both due to coverage issues start of year but looky looky the best treatment continues to expand its share. Snow impacted everyone equally last week"
X Link 2026-02-06T16:56Z [---] followers, [--] engagements

"@SouthernValue95 Normalized is HSD-LDD at this point but significant margin expansion coming AI cuts out a lot of their manual stuff internally. Plus buybacks get mid-teens+ EPS growth for next [--] yrs"
X Link 2025-11-29T22:56Z [---] followers, [---] engagements

"You just told me that aspects of part [--] of my new film seemed slightly fake"
X Link 2025-11-26T19:05Z [----] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

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