@epickram epickramepickram posts on X about $tecx, $azn, $srpt, $pepg the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 27% currencies 6% finance 6% social networks 1% technology brands 1% countries 1% cryptocurrencies 1%
Social topic influence $tecx #2, $azn #56, $srpt 5%, $pepg 5%, weight loss 5%, $mltx 4%, $dyn 4%, $rzlt 3%, $slno 3%, $arwr 3%
Top accounts mentioned or mentioned by @plainyogurt21 @avidresearch @seedy19tron @267capital @honzaskaroupka @vulpescap @balabioresearch @sanctuarybio @geneinvesting @jcannush @clarksterh @robdubparker @grok @rezfszubagoly @archimedes20311 @aaron51687924 @masonat7 @vijay9933 @doepkemichel @pugcap
Top assets mentioned AstraZeneca PLC (AZN) Sarepta Therapeutics, Inc. (SRPT) PepGen Inc. (PEPG) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Dyne Therapeutics, Inc. (DYN) Soleno Therapeutics, Inc. Common Stock (SLNO) Arrowhead Research Corporation (ARWR) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Amylyx Pharmaceuticals, Inc. (AMLX) Marblex (MBX) Avidity Biosciences, Inc. (RNA) Xenon Pharmaceuticals Inc (XENE) Rapport Therapeutics, Inc. (RAPP) Insmed, Inc. (INSM) United Therapeutics, Corp. (UTHR) Alnylam Pharmaceuticals, Inc. (ALNY) Johnson & Johnson (JNJ) Intra-Cellular Therapies Inc. (ITCI) Neurocrine Biosciences, Inc. (NBIX) Acadia Pharmaceuticals Inc. (ACAD) Cytokinetics Inc. (CYTK) Bristol-Myers Squibb Co (BMY) Vertex Protocol (VRTX) Sionna Therapeutics, Inc. (SION) Aardvark Therapeutics, Inc (AARD) uniQure N.V. (QURE) Taysha Gene Therapies, Inc. (TSHA) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Novartis AG (NVS) Pharvaris, B.V. (PHVS)
Top posts by engagements in the last [--] hours
"Calling in all $RZLT experts: can anybody can explain why the ph3 endpoint was lvl [--] hypoglycemic episodes (70 mg/dL) and not lvl 2/3 like $AMLX avexitide in PBH"
X Link 2025-12-11T15:16Z [---] followers, [---] engagements
"Someone explain how $TECX somehow net-net up after the $AZN announcement. Big pharma completely dropping the program and market interprets this as incrementally positive $AZN has the subgroups that $TECX is evaluating 🤔 and you are telling me they didnt decide to move forward"
X Link 2026-02-12T15:50Z [---] followers, [----] engagements
"@aditharun_ If there was a signal in Cpc subgroup $AZN would show it they arent stupid considering the size of that opportunity. $TENX is also the only company to show a 6MWD benefit in an RCT here and they didnt move PVR Co SV etc just PCWP. PAH drugs only do PVR and they failed"
X Link 2026-02-11T00:29Z [---] followers, [---] engagements
"@honzaskaroupka @plainyogurt21 Then we have $TENX drug the only one to show a 6MWD benefit in an HFpEF-PH RCT (albeit enriched group). There was [--] mmHg reduction in PCWP with no PVR changes which drove +30m so do we even need PVR in this disease $TECX has a smaller effect on PCWP again at peak PD measure"
X Link 2026-02-13T13:54Z [---] followers, [---] engagements
"@Archimedes20311 @plainyogurt21 6MWD was a secondary for $AZN"
X Link 2026-02-10T12:53Z [---] followers, [---] engagements
"@plainyogurt21 @Archimedes20311 They also have subgroups and $AZN is not stupid Im sure they can cut it by HFpEF with Cpc-PH (same as $TECX) so maybe its also bad in that subgroup"
X Link 2026-02-10T13:12Z [---] followers, [---] engagements
"@plainyogurt21 @Archimedes20311 Whats the chances $AZN would even present that data if they cut the program we may never see it. My other worry with $TECX is the IV - longer term SQ bridge. Ph1b looks good short duration but whats it look like further out"
X Link 2026-02-10T13:37Z [---] followers, [---] engagements
"@bingbingbom $AZN may have been a clearing event for some to hold this name but like if anything this update doesnt bring a lot of excitement to the table"
X Link 2026-02-12T17:38Z [---] followers, [---] engagements
"@Clarksterh @plainyogurt21 Dude it literally says removed from ph2 and trial discontinued what else does that mean Oral is for diff HF indications"
X Link 2026-02-12T21:39Z [---] followers, [--] engagements
"@honzaskaroupka @plainyogurt21 Safety isnt a concern until you are on drug long enough that your HF progresses to where you are no longer euvolemic and then its a closer population to volen. I dont think safety is derisked by any means yet and AZ d/c should def lower POS"
X Link 2026-02-13T13:42Z [---] followers, [--] engagements
"@honzaskaroupka @plainyogurt21 My prob is (1) relationship of hemodynamic markers to 6MWD is weak in this disease (2) $TECX moves a confluence of these biomarkers in ph1b but is it enough to even do something (3) can they properly bridge IV [--] hr study to [--] week SQ with sustained acute PD effects"
X Link 2026-02-13T13:45Z [---] followers, [---] engagements
"@honzaskaroupka @plainyogurt21 Like for example in PAH its [----] WU reduction in PVR for +10m this is in an easier disease with drugs that clearly target that disease. $TECX is well below this magnitude of PVR lowering (1-1.3 WU) and thats at peak PD after [--] hr IV"
X Link 2026-02-13T13:47Z [---] followers, [---] engagements
"@honzaskaroupka @plainyogurt21 But could lowering PVR actually be harmful as weve seen with PAH drugs in HFpEF-PH"
X Link 2026-02-13T14:16Z [---] followers, [--] engagements
"How are people feeling about $INSM into 1Q26 sales and $UTHR TETON-1 data in IPF $UTHR up $7-8B MC on TETON-2 and $INSM basically flat with a better drug"
X Link 2026-02-13T14:57Z [---] followers, [---] engagements
"@BalaBioResearch Watch out for urine calcium and hypercalcemia rates in the call $MBX. Weird wording for the former in the PR and no mention of the latter"
X Link 2025-09-22T11:23Z [---] followers, [---] engagements
"@Kapstahoon @BalaBioResearch Yea each scorpion tweet just means buy more $SLNO"
X Link 2025-09-23T22:53Z [---] followers, [---] engagements
"@seedy19tron Hey just be careful here many investors got burned after their DMD oligo (leveraging the same peptide platform delivery modality) barely produced any dystrophin and blasted peoples kidneys. This is single dose data and the theoretical safety risk is a big overhang fyi"
X Link 2025-09-25T00:02Z [---] followers, [----] engagements
"@seedy19tron Its transferrin delivery which has proven to be quite safe across many programs even if there is some anemia risk that one stroke they had a while back I think was one off and investors have gotten comfortable"
X Link 2025-09-25T00:06Z [---] followers, [---] engagements
"@seedy19tron $SRPT and $PEPG both killed their cell penetrating peptide conjugates in DMD theres some evidence the therapeutic index is wider in DM1 preclinical according to $PEPG but imo chronic dosing in humans will be the only way to disprove this negative"
X Link 2025-09-25T00:08Z [---] followers, [----] engagements
"@AB1001_disciple @TheRealupnDown I doubt anyone is gonna wait that long for $ALNY to generate POC data before bidding on $QUREAveXis zolgensma comps have this thing selling at $8B (4x peak sales of $2B)"
X Link 2025-09-25T00:30Z [---] followers, [---] engagements
"@Hall8Jack @semodough Yea after a year of chronic dosing $SRPT saw 90%+ hypomag and cut the program"
X Link 2025-09-25T17:33Z [---] followers, [---] engagements
"@avidresearch @Sports_bios Safety big overhang for $PEPG dont forget that $SRPT literally got word from the FDA on their DMD peptide conjugate the risk/benefit is not favorable and they discontinued that entire next-gen skipper franchise + $PEPG also discontinued in DMD after [--] mpk showed hypomag/eGFR🔽"
X Link 2025-09-26T19:48Z [---] followers, [----] engagements
"How come Merck outlincensed this thing to $MLTX after ph2 PsO data Was it because big pharma already determined it looked NO DIFF than BZK $MLTX later confirmed this in PsA 👏where again SLK looks NO DIFF than BZKwhy would HS be diff"
X Link 2025-09-27T14:13Z [---] followers, [---] engagements
"@PickingMyOwn Im taking about the thousands of people that looted and rioted during Floyd did the DOJ prosecute them as well or was it only J6 And do you support national guard in cities just curious"
X Link 2025-10-09T12:08Z [---] followers, [--] engagements
"@john_hersc79276 @seedy19tron @jw929204 $JNJ bought $ITCI for $15B at JPM this year. With the M&A tailwind now I could easily see north of $20B on the table at the next one"
X Link 2025-10-10T13:17Z [---] followers, [--] engagements
"@vijay9933 @doepke_michel I honestly think nHCM is risky bet considering how high pbo did on KCCQ ODYSSEY and how tough it is to hit on exercise capacity in this indication. CMIs arent the best drugs for nHCM where there is no gradient to guide dosing etc"
X Link 2025-10-12T17:41Z [---] followers, [--] engagements
"@267capital @avidresearch Considering there were thousands of twitter posts of people publicly celebrating it"
X Link 2025-10-15T11:57Z [---] followers, [--] engagements
"@267capital @avidresearch I mean its obviously fringe stuff because the chat was praising hitler and Trump just helped Israel the Jewish establish peace in the Middle East just as an example. These views dont align with actual party full stop"
X Link 2025-10-15T12:06Z [---] followers, [--] engagements
"@267capital @avidresearch Its naturally to compare two groups nothing out of the ordinary. But I will say this that recently theres been a rise in permission structures for violence on the far left which also deserves attention"
X Link 2025-10-15T12:08Z [---] followers, [--] engagements
"@267capital @avidresearch Almost 50% of very liberal people say political violence is acceptable or are unsure vs 10% of very conservatives. Less extreme groups hold same trend: 17% libs vs 9% conservatives. So thats 2-4x more people https://today.yougov.com/politics/articles/52960-charlie-kirk-americans-political-violence-poll https://today.yougov.com/politics/articles/52960-charlie-kirk-americans-political-violence-poll"
X Link 2025-10-15T14:10Z [---] followers, [--] engagements
"@267capital @avidresearch Dude almost 50% of very lib people range from prefer not to say to its justified to commit political violence. Which is substantially higher than conservatives by 2-3x Its a two side issue but disproportionately higher on the left which has permission structures"
X Link 2025-10-15T14:25Z [---] followers, [--] engagements
"@267capital @avidresearch How is it irrelevant Im trying to say that theres empirical evidence one side is disproportionately more violent and you are pointing out [--] people I think my data are more robust"
X Link 2025-10-15T16:17Z [---] followers, [--] engagements
"@267capital @avidresearch (5) I have not seen recent poll data communicating the contrary so as it stands the largest/most recent obs data point to the left being a bigger issue (6) mainstream dems need to call this out and dissociate from far left ideology that is plaguing the party"
X Link 2025-10-15T18:59Z [---] followers, [--] engagements
"@267capital @avidresearch (7) investing in biotech cannot be compared to politics in that way imo"
X Link 2025-10-15T19:00Z [---] followers, [--] engagements
"@pawcio2009 I mean someone else now has that stake (block trade) and so the net effect is $srpt just giving $arwr a milestone"
X Link 2025-08-14T00:52Z [---] followers, [---] engagements
"@Vulpescap (2) $PEPG makes the case that DM1 has a wider therapeutic index in preclinical NHP models but imo even if SAD data are clean we really wont know about safety here until we have longer term MAD data since this stuff accumulates in the kidneys over time"
X Link 2025-08-22T07:59Z [---] followers, [---] engagements
"@Vulpescap (3) the current $PEPG DM1 data is pretty mediocre IMO $DYN & $RNA just validated that VHOT/functional endpoints are the only valid reg parh splicing while important for corroboration is irrelevant to FDA. $PEPG splicing looks solid but VHOT/functional is uninterpretable"
X Link 2025-08-22T08:02Z [---] followers, [---] engagements
"@Vulpescap I just dont think anyone cares lol $DYN got turned down on AA on CASI sure if you see a clinical effect it helps corroborate the realness but outside of that I dont think it says much. $PEPG just doesnt even have a clinical signal yet and safety is a big problem"
X Link 2025-08-22T15:25Z [---] followers, [---] engagements
"@PugCap The safety issues you are talking about were all in the SAD and were Tmax related and resolved in the MAD with titration plus it was HV which are known to be more vulnerable to AED side effects"
X Link 2025-08-22T15:57Z [---] followers, [---] engagements
"@PugCap Look at $XENE HV study also had some safety issues drug is fine in patients. At this point $RAPP looks already better than Fycompa in healthies"
X Link 2025-08-22T15:58Z [---] followers, [---] engagements
"@BioValues @Vulpescap I dont disagree you cant make money on the readout but I think the big question here is safety which this data wont answer and I dont buy mgmts explanations frankly. I also dont think [--] mg/kg exposure is enough you prob need [--] mg/kg based on preclinical comps to $DYN"
X Link 2025-08-22T17:49Z [---] followers, [---] engagements
"@BioValues @Vulpescap I dont know if anyone will really care now considering there is no path on splicing you need functional data as demonstrated by $DYN recent interactions with the agency"
X Link 2025-08-22T17:56Z [---] followers, [---] engagements
"@CrocsAnalyst @drsprs @ErikOtto2 Ye so my point was this isnt AD where you can get AA on biomarkers like abeta so if cognitive endpoint misses this is cooked and there is no way you can get any conviction for $ALEC on a ph2 NH comparison with small n"
X Link 2025-08-27T16:09Z [---] followers, [---] engagements
"@tuduni90782 Correct but once you remove steroids you induce flares in sarcoidosis which is why they designed the trial that way with a forced taper. Crenessity $NBIX drug was approved with a similar design so there is precedent here"
X Link 2025-09-08T02:05Z [---] followers, [---] engagements
"$RAPP still cheap on that $XENE comp 👀"
X Link 2025-09-08T12:12Z [---] followers, [----] engagements
"@monaco_biotech @RichardTip17589 $DNTH I dont think this will matter Enjaymo got approved with 25% of new onset ANA and the reviewers deemed it a theoretical risk"
X Link 2025-09-08T13:10Z [---] followers, [---] engagements
"@Sanctuary_Bio That wasnt my point see the other response I put. You dont need a lot of penetration (30% of on demand) to justify upside to where $KALV currently trades even with pharvaris in the background with what will likely be an undifferentiated 2nd to market oral"
X Link 2025-09-12T22:44Z [---] followers, [---] engagements
"@BalaBioResearch Yea thats why investing in these indications is a complete crapshoot I personally think the prior ph3 data for $ACAD is really weak. That thing got killed at an AdComm and they bought it for Levo for super cheap"
X Link 2025-09-20T20:04Z [---] followers, [---] engagements
"@vijay9933 @doepke_michel If you talk to any $CYTK bull Im sure they arent modeling close to $2B for the peak sales on this drug. its prob closer to $4-5 range. The $BMY bought myokardia for $13B on a $4B peak sales estimate so thats 3x multiple"
X Link 2025-10-12T17:12Z [---] followers, [---] engagements
"@Aaron51687924 @BalaBioResearch Yea markets can be irrational especially when everything goes up. Not saying this company isnt credible (they have former VRTX) CMO but never expected them to be worth $1.7B EV fully diluted on ph1 HV data + preclinical data"
X Link 2025-10-22T00:21Z [---] followers, [--] engagements
"@Aaron51687924 @BalaBioResearch $VRTX is years ahead with vanza which $SION never comped to preclinically and $VRTX has additional next gens en route. Plus CFTR modulators have theoretical ceiling effects so efficacy could be capped on FEV1 as swcl improves. CF trials are also risky by themselves"
X Link 2025-10-22T00:24Z [---] followers, [---] engagements
"@Aaron51687924 @BalaBioResearch Im also pretty convinced modulators cant improve lung function past a certain point all the inflammation and fibrosis is retractable to improving chloride transport. So are you just paying for another vanza thats years behind"
X Link 2025-10-22T00:43Z [---] followers, [--] engagements
"@unsureoptimist The fact its not at cash now is just incredible. We now have more info confirming the platform safety issues and it continue to trade above April lows"
X Link 2025-10-31T14:28Z [---] followers, [--] engagements
"@jfais20 100% agree $AARD team is sketch. Very odd group of people if you talk to them"
X Link 2025-11-02T16:08Z [---] followers, [---] engagements
"@robdubparker @GeneInvesting @grok Why is it false"
X Link 2025-11-03T15:43Z [---] followers, [--] engagements
"@robdubparker @GeneInvesting @grok so what constitutes killing then"
X Link 2025-11-03T16:03Z [---] followers, [--] engagements
"@GeneInvesting @robdubparker @grok So you dont think Hys law is an issue"
X Link 2025-11-03T16:16Z [---] followers, [--] engagements
"@GeneInvesting @robdubparker @grok So you arent concerned in the slightest with all these liver tox issues"
X Link 2025-11-03T16:29Z [---] followers, [--] engagements
"@rekomkubolator @Vulpescap Said multiple companies that have interacted with FDA on this type of stuff (e.g. $QURE $NGNE $TSHA)"
X Link 2025-11-03T16:47Z [---] followers, [---] engagements
"@RNAiAnalyst Who care what $SRPT thinks lol"
X Link 2025-11-03T22:58Z [---] followers, [---] engagements
"@PersimmonTI Just be careful with the fact that $NAMS may delay the PREVAIL readout to later in [----] when they get updated event rates for 4-point MACE in 1H26. This earnings they didnt clarify the timing of readout so just be wary it cant get shoved back"
X Link 2025-11-10T23:00Z [---] followers, [---] engagements
"@GeneInvesting Or $FULC could be worth that"
X Link 2025-11-15T14:23Z [---] followers, [---] engagements
"@BiotechPort @adamfeuerstein @sciencescanner Underpowered because the true effect size wasnt 50-70%. $FULC is the best pure play left"
X Link 2025-11-19T12:53Z [---] followers, [---] engagements
"@AaronRosenblum5 @Sanctuary_Bio The profile is already commercially viable in my view regardless of whether [--] mg is better than 12"
X Link 2025-11-19T16:18Z [---] followers, [--] engagements
"@seedy19tron @Sanctuary_Bio $RYTM valuation is all backend loaded on HO and the fact they have IP through 2040s on either biva or QWI see PWS as mostly optionality (might be down some on a negative readout). But tbh I think its hard to show something negative in an open label PWS trial"
X Link 2025-11-22T19:13Z [---] followers, [---] engagements
"@rezfszubagoly Its mostly HO into the 2040s and PWS optionality I would say"
X Link 2025-11-22T23:43Z [---] followers, [---] engagements
"@Vulpescap We talked about this with $ATYR if you do enough shorts like this without proper sizing or hedging you can blow up your account eventually"
X Link 2025-12-03T13:27Z [---] followers, [---] engagements
"@NitwitOnFinTwit @Sanctuary_Bio If they need to call first that wouldnt that delay the time to symptom relief And so the fact they still had better efficacy would make the data even more impressive"
X Link 2025-12-03T22:59Z [---] followers, [--] engagements
"@sharkbait_bio @A_May_MD @tallnfat The DTE for next week makes no sense if its delta hedging"
X Link 2025-12-10T17:41Z [---] followers, [--] engagements
"@physioo Does anyone know why $RZLT wasnt looking at lvl 2/3 hypoglycemic episodes like $AMLX is with PBH"
X Link 2025-12-11T14:59Z [---] followers, [---] engagements
"@meremrtl A better question is why the pbo rate was so high in this study"
X Link 2025-12-11T16:08Z [---] followers, [---] engagements
"@Clarksterh @AaronRosenblum5 Thank you how were so many investors blind sided (no pun intended) to the fact that CGM was unmasked"
X Link 2025-12-11T18:59Z [---] followers, [--] engagements
"@masonat7 @rezfszubagoly @seedy19tron Its pretty close but either way the bar probably isnt 15% anymore if AMGN starts marketing 20+%"
X Link 2025-12-13T18:58Z [---] followers, [--] engagements
"@masonat7 @rezfszubagoly @seedy19tron Yea they really shouldnt speculate on that short duration and small n in my opinion I agree with you. I do get the feeling that pely will disappoint which could make the set up for $NAMS near-term tricky"
X Link 2025-12-13T21:51Z [---] followers, [---] engagements
"@EndWokeness They send their kids to daycare at night while they do fraud"
X Link 2025-12-31T17:16Z [---] followers, [--] engagements
"@Nikki3958140800 @JCanNuSH This is true based on SURMOUNT-2 (also started at [---] mg like $ARWR study) but this doesnt remove the fact that it still reached 8% weight loss at [--] weeks vs 5% at [--] weeks with [--] weeks dosing in $AWRW trial"
X Link 2026-01-06T16:04Z [---] followers, [---] engagements
"@avidresearch @JCanNuSH But in order for a weight loss drug to be a viable in maintenance doesnt it need monotherapy weight loss data I dont think we have that yet for INHBE"
X Link 2026-01-06T16:16Z [---] followers, [--] engagements
"@avidresearch @JCanNuSH How do these data support that thesis All I see is combo data that looks comparable to TZP monotherapy. There is no monotherapy weight loss data for INHBE"
X Link 2026-01-06T16:27Z [---] followers, [---] engagements
"@avidresearch @JCanNuSH I guess my question is if these GLP-1s blast off both fat and muscle mass and INHBE spares muscle but less potently lowers fat how would that maintain weight loss post-GLP1 vs say orfo"
X Link 2026-01-06T16:40Z [---] followers, [---] engagements
"@avidresearch @JCanNuSH I just dont know how we can draw conclusions about INHBE weight loss vs GLP1 when we dont have monotherapy data and the combo data with TZP looks practically the same as TZP alone (using the appropriate SURMOUNT-2 comparison)"
X Link 2026-01-06T16:56Z [---] followers, [---] engagements
"@pemulisking True its up titrated every [--] weeks so there is more TZP dose cumulatively in S-2 vs $ARWR trial. What do you think the implications of these data are"
X Link 2026-01-06T18:25Z [---] followers, [---] engagements
"$ATYR bears have pivoted from there is no tx effect to there is one but its not REAL and when asked why its not real they cite confounding baseline imbalances but when asked they cannot actually mathematically show how much of the tx effect is explained by the baseline -c"
X Link 2025-09-09T01:44Z [---] followers, [----] engagements
"Then they say oh wait [--] and [--] mpk are post PET scan and so 1/3 pbo in 1mpk weigh are so severe they outweigh the other 2/3 pbo yet there is absolutely ZERO raw data to back this mathematical assertion -cont"
X Link 2025-09-09T01:44Z [---] followers, [---] engagements
"The pbo in [--] & [--] by their own logic would have greater expectation bias (sequential dosing) and that could just as easily smooth out 1mpk hypothetical underperformance"
X Link 2025-09-09T01:44Z [---] followers, [---] engagements
"Why is $KALV down on this start form data $SLNO posted similar launch metrics earlier this year in a disease with no other options and stock was up a good amount"
X Link 2025-09-11T13:53Z [---] followers, [----] engagements
"$ATYR I and many other bulls fully acknowledge a failure was a high probability event so not surprised this morning. Very small effect for efzo with which they will be engaging FDA on to figure out next steps. My expectations looking ahead are incredibly low will prob dump"
X Link 2025-09-15T11:52Z [---] followers, [----] engagements
"$MBX 30% hypercalcemia in high dose"
X Link 2025-09-22T12:03Z [---] followers, [----] engagements
"Good morning $SLNO"
X Link 2025-09-24T11:07Z [---] followers, [---] engagements
"$MLTX whos ready to short the AH pre-announcement in preparation for undifferentiated SLK data vs BKZ on Monday"
X Link 2025-09-26T17:59Z [---] followers, [---] engagements
"I have a question for $MLTX longs why dont they compare to the BZKs ph2 HS data where SLK massively underperformed Oh and lets not forget how much ph2 - ph3 regression BZK had. When comping why cherry pick BZKs ph3 ALL-ABX vs HS-ABX"
X Link 2025-09-27T14:13Z [---] followers, [---] engagements
"At $4B EV you are already priced for superiority when you are probably not gonna get it"
X Link 2025-09-27T14:13Z [---] followers, [---] engagements
"Oh and lets not forget SLKs inverse dose response in ph2 that completely contradicts their nanobody hypothesis. If its all about getting more drug to penetrate tissue why wouldnt more drug be better or at least the same"
X Link 2025-09-27T14:18Z [---] followers, [---] engagements
"Good morning $MLTX yikes"
X Link 2025-09-28T16:24Z [---] followers, [---] engagements
"By my math $NVS adjusted CAGR estimates on sales from [----] to [----] (5%-6%) following the $RNA acquisition imply $3B in excess [----] sales This def exceeds consensus and reads very bullish for how pharma is valuing these rare muscle spaces (DMD DM1 & FSHD)"
X Link 2025-10-27T01:35Z [---] followers, [---] engagements
"@NitwitOnFinTwit @Sanctuary_Bio Wouldnt that negatively bias $PHVS data more making these results even more impressive"
X Link 2025-12-03T17:59Z [---] followers, [--] engagements
"$RZLT patients and families unblinded to CGM Might explain this high pbo rate"
X Link 2025-12-11T18:46Z [---] followers, [---] engagements
"If thats the reason this failed this is a massive L and embarrassing on managements part"
X Link 2025-12-11T18:48Z [---] followers, [---] engagements
"@masonat7 @rezfszubagoly @seedy19tron I mean yea thats much closer my other issue is that $NAMS seems to think that like 1/4 of the treatment effect is Lpa but in order for that to be true Pelacarsen needs to show like 40% RRR in HORIZON which is unrealistic"
X Link 2025-12-13T21:34Z [---] followers, [---] engagements
"@augurbio @JamieBonkiewicz Just because you havent see everything doesnt necessarily mean its there. The government has seen far more evidence than you or the general public has and already arrived at their conclusions. I think its a bit naive to think you would be smarter than the gov here"
X Link 2026-02-02T04:02Z [---] followers, [--] engagements
"@augurbio @JamieBonkiewicz hold up a second you are the one labeling people as pedophiles with no evidence and are acting like X isnt court lol. the burden of proof is on you and acting like its "obvious" without producing anything is just naive"
X Link 2026-02-02T04:19Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing