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@avidresearch Avatar @avidresearch avidresearch

avidresearch posts on X about $fulc, $wve, voc, $1b the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX%

Social topic influence $fulc #3, $wve #16, voc 6.45%, $1b #71, weight loss #557, $srpt #16, $capr #30, $nvo 3.23%, insurance #1689, $4516t #1

Top accounts mentioned or mentioned by @jacobplieth @zhaoweiasu @john_hersc79276 @financebully @biotechanalysst @bussinbiotech @martinshkreli @clarksterh @applehelix @ablt315i @seedy19tron @lizzylaw @aditharun @danafarber @meremrtl @rnaianalyst @microbiomdigest @bradloncar @biotechiq @idalopirdine

Top assets mentioned Wave Life Sciences Ltd. Ordinary Shares (WVE) Sarepta Therapeutics, Inc. (SRPT) Novo-Nordisk (NVO) Celldex Therapeutics, Inc (CLDX) Janux Therapeutics, Inc. Common Stock (JANX) Terns Pharmaceuticals, Inc. Common Stock (TERN) Soleno Therapeutics, Inc. Common Stock (SLNO) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Bristol-Myers Squibb Co (BMY) Dyne Therapeutics, Inc. Common Stock (DYN) Kymera Therapeutics, Inc. Common Stock (KYMR) Pfizer, Inc. (PFE) Mineralys Therapeutics, Inc. Common Stock (MLYS) Cytokinetics Inc. (CYTK) Arrowhead Research Corporation (ARWR) BEAM (BEAM) Johnson & Johnson (JNJ)

Top Social Posts

Top posts by engagements in the last XX hours

"$FULC oral pill that is 2x as potent as hydroxyurea and has the potential to cure a XX% (could be higher % if we include milder subjects) trading at $1B"
X Link 2025-12-09T16:39Z 11.7K followers, 6556 engagements

"Obesity companies can make money regardless of insurance reimbursement. $LLY $NVO have shown the way for next generation obesity drugs"
X Link 2025-12-01T13:35Z 11.7K followers, 4559 engagements

"$FULC Hard to not get excited for 20mg ability to meaningfully dent VOCs. No question a ph3 will be positive. A very viable oral option for XX% of sickle cell sbjs who have more than X crises a year (clear risk benefit). If no heme risk emerges over time (think risk is lower than market is assuming) this can be moved to less severe subjects as well"
X Link 2025-12-06T23:36Z 11.7K followers, 7715 engagements

"$WVE definitely has X INHBE valuation built into it. 👇 Would argue its exon XX drug should justify most of its current valuation. They will be submitting WVE-N531 NDA to FDA next year. Vyondys XX from $SRPT and Viltepso from Nippon Shinyaku are X drugs approved for exon XX DMD. Both collectively bring in about $250M-$300M/yr (Viltepso brought in $70.8M in H1 2025). There are no other late stage players. $WVE drug is vastly superior to both of these approved drugs (just look at dystrophin levels) and will be monthly dosing option(vs weekly for X approved drugs)"
X Link 2025-12-08T11:27Z 11.7K followers, 9872 engagements

"@JacobPlieth I go back and forth on TCEs everyday. Just when i think they peaked as a modality these datasets drop and remind me of how impactful they are across multiple indications"
X Link 2025-12-09T13:09Z 11.7K followers, XXX engagements

"@BussinBiotech Except one from $BMY not seeing other drugs in ph1+ as highly promising based on data disclosed (or lack of updates for long duration) $FULC"
X Link 2025-12-10T14:52Z 11.7K followers, XXX engagements

"Yes it is on tract to cure $FULC among subjects with severe sickle cell disease (no benefit from hydroxyurea) X out of XX subjects saw no VOC in nearly XX weeks . I expect several of them to be VOC free. If a gene therapy that gets HbF to XX% (Casgevy) leads to XX% being VOC free an oral that gets many close to XX% is not supposed to eliminate VOC for some % of them"
X Link 2025-12-10T15:35Z 11.7K followers, XXX engagements

"@zhaoweiasu Pociredir puts HbF in proximity to XX% for many. It has the HbF number to potentially cure half of casgevys ( 85-90%) using a daily pill. Also those that not cured should still see VOC cut meaningfully. $FULC"
X Link 2025-12-10T15:46Z 11.7K followers, XXX engagements

"lol. $JSPR $CLDX"
X Link 2025-12-02T14:32Z 11.7K followers, 2456 engagements

"In serious management hands worth 1/2 of $CLDX"
X Link 2025-12-02T16:29Z 11.7K followers, 3536 engagements

"So $JANX has to just stretch out its dosing intervals"
X Link 2025-12-05T02:35Z 11.7K followers, 4741 engagements

"$FULC cutting annualized VOC event rate by XX% (assuming no more VOC in few weeks of follow up left). Gene therapy Casgevy led to XX% subjects being VOC free. Pociredir appears to be close to XX% (again assuming the HbF spike leads to no further VOCs among those X subjects). 🔥🔥"
X Link 2025-12-07T13:26Z 11.7K followers, 4766 engagements

"These severe sickle cell subjects have a high risk of mortality so am not sure a theoretical long term heme cancer risk should preclude them from benefiting from this drug especially when they have that higher risk of heme cancer from sickle cell itself Sickle-cell disease associated with early onset of clonal hematopoiesis a precancerous condition. The discovery led by @danafarber researchers could pave the way for interventions to reduce the risk of blood cancers among people with sickle-cell disease"
X Link 2025-12-07T19:39Z 11.7K followers, XXX engagements

"Going to be one crazy Monday $gpcr $wve $fulc $tern"
X Link 2025-12-08T00:52Z 11.7K followers, 5321 engagements

"$DYN increases dystrophin in exon XX to XXXX% at month X. Mktcap $2.8B $WVE can deliver that with no renal adverse event risk (as shown in exon 53)"
X Link 2025-12-08T11:58Z 11.7K followers, 3182 engagements

"$KYMR 🤯🤯 (no position)"
X Link 2025-12-08T15:20Z 11.7K followers, 2505 engagements

"@meremrtl Yes X% is slower weight loss (as MOa suggests). Potency of this drug will come into play really well post GLP1 when folks switch from calorie deficit diet to high calorie diet (weight rebound). That study is coming and that is a BIG market (better compliance)"
X Link 2025-12-09T16:49Z 11.7K followers, XXX engagements

"$PFE could be looking at plenty of other cardio assets $MLYS (more affordable with $2B peak plus potential) $CYTK"
X Link 2025-10-30T12:18Z 11.7K followers, 4570 engagements

"future competitor readouts will not impact $SLNO in the long run IMO (ex $RYTM). 1) PWS is a tough nut to crack (many failures) 2) if other MOAs do work its still likely that patients will recycle through various mechanisms of action (non-responders). PAH (completely different condition but still works as a rare disease analogy) has multiple blockbuster drugs. PWS has ONE approved drug. $SLNO should be able to achieve 10-20% penetration enough to achieve blockbuster status"
X Link 2025-11-10T20:50Z 11.7K followers, 5880 engagements

"@JacobPlieth $CAPR yes on first blush but the fact they met multiple secondary endpoints puts this in a different league than Sarepta. Sarepta didnt even meet primary in any of their trials (secondary is a non starter)"
X Link 2025-12-03T17:17Z 11.7K followers, 2832 engagements

"@RNAiAnalyst @MartinShkreli @MicrobiomDigest $CAPR nothing strange there. Below is a similar plot from $SRPT by definition error bars look identical. Estimates across endpoints are standardized by dividing LSmean and 95%CIs with standard error"
X Link 2025-12-05T10:46Z 11.7K followers, 2822 engagements

"@Clarksterh Agree. Wonder what $JANX will see if they stretch their X and 9mg cohort from Q2W to Q3W"
X Link 2025-12-05T13:16Z 11.7K followers, XXX engagements

"$NVO pills for weight loss coming soon"
X Link 2025-12-05T14:36Z 11.7K followers, 1741 engagements

"@MartinShkreli The X objective measures for cardiac function LVEF and late gadolinium should at least get them a CARDIOMYOPATHY indication IMO. Also FYI they captured PUL XXX tests on video. Cannot get more transparent than that. $CAPR"
X Link 2025-12-05T14:48Z 11.7K followers, 1410 engagements

"$FULC 12mg saw XX% with HbF=20% at week XX. In 20mg XX% achieved that as early as week X. Note that earlier enrollees (those with wk12 data) had low baseline HbF. By the time all XX subjects reach week XX expect % of those with HbF=20% to be higher than XX% (70%). Closing gap with gene therapy"
X Link 2025-12-06T22:46Z 11.7K followers, 12.9K engagements

"$FULC 20mg likely to get 16%-33% subjects to HbF levels XX% by week XX (vs X% by 12mg). This is meaningful dose response. While HbF XX% is well published and definitely has potential to lower VOC a HbF of XX% is even better (per FDA reviewer). Agree Pociredir 20mg should be able to demonstrate VOC reduction in a ph3. From FDA reviewer of Casgevy Reviewer Comment: Although it is known that HbF ameliorates the phenotype of SCD by inhibiting deoxy-HbS polymerization neither blood HbF concentration nor the prevalence of F-cells (RBCs with detectable HbF) measures the amount of HbF/F-cell. The"
X Link 2025-12-07T03:58Z 11.7K followers, 2806 engagements

"$FULC should be $1B IMO"
X Link 2025-12-08T10:40Z 11.7K followers, 7025 engagements

"Also Albert Bourla spent $5.4B on wrong oral sickle cell company. Global blood Therapeutics never came as close to derisking VOC efficacy as $FULC"
X Link 2025-12-08T10:57Z 11.7K followers, 2189 engagements

"$WVE new sheriff in obesity town"
X Link 2025-12-08T12:43Z 11.7K followers, 20.9K engagements

"$WVE this has a perfect profile for a post-GLP weight maintenance setting"
X Link 2025-12-08T12:58Z 11.7K followers, 1463 engagements

"My view for INHBE $WVE has always been that its a perfect drug for post GLP1 setting. Once a year drug that will help preserve weight loss (no nausea/diarrhea/constipation /muscle loss). Can be direct to consumer drug. A randomized withdrawal study post GLP1 usage can help achieve insurance coverage"
X Link 2025-12-08T13:03Z 11.7K followers, XXX engagements

"@financebully INHBE just getting started and data will flow continuously over next X months. $ARWR will release its data in X weeks. That study also has a combo with low dose GLP1. $WVE has a more data coming in Q1"
X Link 2025-12-08T13:12Z 11.7K followers, XXX engagements

"GLP1 REBOUND is a REAL problem in REAL world. $WVE"
X Link 2025-12-09T01:43Z 11.7K followers, 4351 engagements

"$WVE After weight loss from GLP1 as an induction therapy a drug that can minimize fat accumulation and therefore slow weight rebound by a simple annual dosing has a role in maintenance setting. If a randomized withdrawal study (post glp1) is positive that is a whole LOT of weight loss preservation in real world setting"
X Link 2025-12-09T01:47Z 11.7K followers, 1822 engagements

"@JacobPlieth dont recall seeing a HR that impressive in oncology. Stunning result. "(hazard ratio HR 0.17; XX percent confidence interval CI 0.12-0.23; P0.0001)""
X Link 2025-12-09T13:05Z 11.7K followers, XXX engagements

"Think market re-rating for several reasons 1) company has a pipeline (DMD drug likely gets approved in 2027; AATD drug showed good efficacy) 2) has a potentially safe once a year drug 3) could address huge unmet need post GLP1 yesterdays data was net positive for this thesis. Market is not saying this is a slam dunk. Would be several fold higher if that was the case"
X Link 2025-12-09T16:56Z 11.7K followers, XXX engagements

"@bradloncar gr8 interview with $TERN CEO. Am sure they are on many big pharmas Christmas list"
X Link 2025-12-09T23:23Z 11.7K followers, 1082 engagements

"@BussinBiotech NDEC will not be competitive IMO. lower efficacy than the $FULC drug"
X Link 2025-12-10T15:02Z 11.7K followers, XXX engagements

"@zhaoweiasu $BEAM is not an option for most (not scalable) severe sickle cell subjects"
X Link 2025-12-10T16:00Z 11.7K followers, XXX engagements

"Dont know if PWS is a winner takes all market. Complicated enough there should be room for multiple drugs (recycle). $RYTM $SLNO"
X Link 2025-12-10T23:44Z 11.7K followers, 5224 engagements

"@_Biotech_iQ Am told $JNJ has a good menin inhibitor as well. Should that data also be included in this table"
X Link 2025-12-11T02:24Z 11.7K followers, XXX engagements