@hannibalspeaks Specialsituationz

Specialsituationz posts on X about $nktr, this is, if you, $ocul the most. They currently have [---] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

[--] Week [---------] +55,266%
[--] Month [---------] +4,210%
[--] Months [---------] +25,492%

Mentions: [--] #

[--] Week [--] +137%
[--] Month [--] no change
[--] Months [---] +680%

Followers: [---] #

[--] Week [---] +7.50%
[--] Month [---] +12%
[--] Months [---] +1,016%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 16.54% finance 7.87% technology brands 3.15% countries 1.57% travel destinations 1.57% social networks 1.57% currencies 0.79% musicians 0.79% celebrities 0.79% nfl 0.79%

Social topic influence $nktr #47, this is 10.24%, if you 7.87%, $ocul #10, target 5.51%, $alms 3.94%, $vtyx 3.15%, $abvx 3.15%, posts 3.15%, end of 3.15%

Top accounts mentioned or mentioned by @amaymd @suhailmohebi @rnaianalyst @avidresearch @biohazard3737 @biotechsanya2 @somecuriousgirl @seedy19tron @coltpdx @joserestonva @financebully @bananaoncology @biotenic @popescuf @balabioresearch @plainyogurt21 @steve72354669 @aafree @houndcl @redautumnbio

Top assets mentioned Ocular Therapeutix, Inc. (OCUL) Alumis Inc. (ALMS) Ventyx Biosciences, Inc. (VTYX) Abivax SA (ABVX) Protagonist Therapeutics, Inc (PTGX) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Soleno Therapeutics, Inc. Common Stock (SLNO) Eli Lilly and Company (LLY) Apogee Therapeutics, Inc. (APGE) Immix Biopharma, Inc. (IMMX) Terns Pharmaceuticals, Inc. (TERN) BridgeBio Pharma, Inc. Common Stock (BBIO) Revolution Medicines, Inc. (RVMD) Cidara Therapeutics, Inc. (CDTX) Merus N.V. Common Shares (MRUS) Intra-Cellular Therapies Inc. (ITCI) Avidity Biosciences, Inc. (RNA) Amgen, Inc. (AMGN) Synthetify (SNY)

Top Social Posts

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

"$VTYX worth a look. MC ($260m) barely above cash ($200m) with a readout q4 in pericarditis where market has mispriced chance of success. One competitor with $400m in sales. Biomarker data suggest activity at target with benefit of PO over SC. Tang own 5%"
X Link 2025-10-04T17:14Z [---] followers, [----] engagements

"@coltpdx I studied French for [--] years reading Le Monde etc. Can read it fluently but never fully internalized it. Have learnt other language in less time with better automaticity and comprehension in like [--] months of proper study. Don't gaslight me with that bullshit"
X Link 2026-02-14T22:21Z [---] followers, [---] engagements

"$IMMX is looking too cheap even post-dilution. Should have a billion $ MC. Catalysts [----] this is one to look into. Any credible counter theses Why is this not a 3x over [--] months"
X Link 2025-12-10T09:42Z [---] followers, [----] engagements

"Disagree. If you can do you own thinking and approach each set-up with fresh eyes there is abundant value. Sell side analysts and BioX is usually late to the party. $NKTR and $ABVX became darlings when most of the price movement had happened. No one was talking about $TERN. Random thought. [----] isn't going to be easy. April [----] provided opportunities. $ptgx $bbio $rvmd etc that doubled then $nktr $abvx that went 5-15x some good premium buyouts $cdtx $mrus $itci $rna Not to be naysayer I guess [----] will be ok if make 30-50% returns Random thought. [----] isn't going to be easy. April 2025"
X Link 2025-12-26T21:28Z [---] followers, 15K engagements

"Guys if you find my posts helpful please subscribe to my free substack: If i get [---] subscribers I will write up the $QTTB pitch in detail like I did for $ANAB. I need some motivation as I'm behind on writing. https://substack.com/@hannibalspeaks https://substack.com/@hannibalspeaks"
X Link 2026-01-08T00:38Z [---] followers, [----] engagements

"This reflects a misunderstanding bordering on incompetence. A quick look at Nemolizumab sales instantly disproves the hypothesis. Bar for AD meaningfully reset to Dupi-equivalent or Dupi-better oral If you're working on an antibody that's not meaningfully Dupi+++ you should probably kill the program or pivot the indication Bar for AD meaningfully reset to Dupi-equivalent or Dupi-better oral If you're working on an antibody that's not meaningfully Dupi+++ you should probably kill the program or pivot the indication"
X Link 2026-01-24T11:26Z [---] followers, [----] engagements

"https://www.pharmaceutical-technology.com/news/galderma-outlays-650m-for-us-manufacturing-as-nemluvio-sales-soar/ https://www.pharmaceutical-technology.com/news/galderma-outlays-650m-for-us-manufacturing-as-nemluvio-sales-soar/"
X Link 2026-01-24T11:28Z [---] followers, [---] engagements

"@JoseRestonVA I like Galderma will need to take another look at it. I don't think market has priced Nemo sales fully. It also has a track record of constant innovation. If I recall there is an IL-2 agent in their pipeline"
X Link 2026-01-24T11:49Z [---] followers, [---] engagements

"@JoseRestonVA @RedAutumnBio 7.3% wow What folks don't appreciate it is that starting a drug is a highly personal choice made in consultation with physicians. Some patient's may not like the possibility of serious eye complications or loosing their hair on dupilumab"
X Link 2026-01-24T13:03Z [---] followers, [---] engagements

"It would be fool hardy for $NKTR and $CRVS bulls to cheer the demise of OX40 class too loudly. The lesson is in biotech fragility a single late tox signal combined with attenuated efficacy at ph3 has killed a multibillion dollar program"
X Link 2026-01-30T14:02Z [---] followers, [----] engagements

"I made money on the $ALMS binary. But can we get real the improved efficacy is because of the higher dosing at BD. The other TYK inhibitors maximized convenience over dose saturation. Psoriasis market is saturated. Even in SLE it will compete with BMS who will be F2M. $ALMS Back to [--]. All dips. $ALMS Back to [--]. All dips"
X Link 2026-02-02T21:32Z [---] followers, [----] engagements

"@financebully So your valuation model relies on comparison to a different class of medication with much broader licensing"
X Link 2026-02-02T22:47Z [---] followers, [--] engagements

"@biotechsanya2 OK so your model has a $ALMS' TYK2 doing 5X the current class sales despite an incumbent and further competition from Takeda's Zasocitinib who will actually have H2H data vs Sotyktu. $ALMS is going to need one hell of a sales team"
X Link 2026-02-03T05:58Z [---] followers, [---] engagements

"@biotechsanya2 There's no thesis here. Just back and forth about sales trajectories and valuations - X is for debate right Are you saying we can't debate this without getting but hurt $ALMS peak sales of $1.5B depends on projection not precedent and discount competition and pricing pressure"
X Link 2026-02-03T06:28Z [---] followers, [---] engagements

"@biotechsanya2 I suppose the META in the $ALMS/$PTGX debate is whether people really desire an oral psoriasis drug and whether payers will pay premium for these drugs as the trusted and reliable biologics come off patent/go generic"
X Link 2026-02-03T06:38Z [---] followers, [---] engagements

"Researching $QTTB proving eye opening - so many skeletons in the closet - king of shitcos. Still like the bet its: -90%/+5000%. dead serious"
X Link 2026-02-05T17:32Z [---] followers, [----] engagements

"@Steve72354669 @SharkAlertsBio @avidresearch @a_a_free No i made an incorrect assumption that embargoed data during superbowl would be negative and that an embargo rules out a preannouncement. Both assumptions wrong. Probably we'll have $ABVX buy out announced tommorow and we'll all be wrong"
X Link 2026-02-09T23:29Z [---] followers, [---] engagements

"$NKTR 300m offering. https://elite.finviz.com/news/306428/nektar-therapeutics-announces-proposed-public-offering https://elite.finviz.com/news/306428/nektar-therapeutics-announces-proposed-public-offering"
X Link 2026-02-10T21:09Z [---] followers, [----] engagements

"If we assume 550m cash post raise they can at least begin ph3 studies and raise through ATM for reminder. (Allowing for settlement royalty sale as further sources of income.)"
X Link 2026-02-10T21:15Z [---] followers, [----] engagements

"Point here they are going to do a $ABVX and run the pivotals themselves. They will exhaust all their cash resources into the readout it will be a make or break read out. No one will partner with $NKTR I'm currently 60% and can't stand mgmt"
X Link 2026-02-10T21:19Z [---] followers, [----] engagements

"@Banana_Oncology @somecuriousgirl @A_May_MD @seedy19tron @Biohazard3737 The accounting per patient in a large I&I phase [--] lasting one year reaches north of half a million USD. The modal income in the US is $80000. Patients in trial do not have 1RN or [--] physician's worth of contact time. So there is massive cost inflation at some point"
X Link 2026-02-10T22:08Z [---] followers, [---] engagements

"@somecuriousgirl @Banana_Oncology @A_May_MD @seedy19tron @Biohazard3737 You don't get the US. No body is looking to cut costs the aim is to inflate them further. There is a reason healthcare is 20% of GDP perfect market - it's non discretionary - you just pile up more charges"
X Link 2026-02-10T22:46Z [---] followers, [--] engagements

"Understanding SALT scores. https://open.substack.com/pub/distressedequity/p/understanding-salt-scoresr=4va4b3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/distressedequity/p/understanding-salt-scoresr=4va4b3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T14:30Z [---] followers, [---] engagements

"Actually when you consider tax on royalty payouts its more efficient to reinvest the cash in pipelines but it depends on the company being able to successfully bring drugs to market. 3/x I wonder if there are any executives out there watching $ANAB and realizing their stock might trade incredibly well if they separate valuable assets into shareholders hands and stop pissing them into the wind Totally not tagging $PTGX to create a RoyaltyCo. 3/x I wonder if there are any executives out there watching $ANAB and realizing their stock might trade incredibly well if they separate valuable assets"
X Link 2026-02-12T15:42Z [---] followers, [----] engagements

"@SuhailMohebi Been lots of time. Not speaking of it ignorantly. What I like tends to get knocked down when I next visit"
X Link 2026-02-12T18:06Z [---] followers, [--] engagements

"@SuhailMohebi Its basically Las Vegas appeals to a shallow time of person with no deep scruples and the deeply impoverished masses of the world"
X Link 2026-02-12T18:09Z [---] followers, [--] engagements

"@SuhailMohebi Great vision to make that a success and superb marketing. However its built on a cowardly betrayal of noble values Emiratis once the most noble of Arabs will produce kids hooked on liquor and Russian hookers"
X Link 2026-02-12T18:14Z [---] followers, [--] engagements

"@SuhailMohebi Again no disrespect to the expats there but is it that great or are the regional centres is attracts skilled workers from (Egypt Lebannon Syria) just so dysfunctional that a civic state that works seems like Nirvana"
X Link 2026-02-12T18:25Z [---] followers, [---] engagements

"@SuhailMohebi True. A wise mentor advised Dubai is a place to go when you already have wealth and want to store/enjoy it. It's not a place to make wealth - don't believe the pyramid marketers on youtube hyping property/service businesses"
X Link 2026-02-12T18:32Z [---] followers, [---] engagements

"@avidresearch You stop the drug and patient remains flare free for [--] year plus. Currently you stop effective drugs you have improved the skin barrier so you get 3-6 good months but after that the eczema returns. Exception is patients who have been clear for a few years on drug"
X Link 2026-02-13T13:20Z [---] followers, [---] engagements

"There is no reason why a dude with excess resources should be limited to one household. Buffet had two wives. Its not like state is footing the bill and they have the resources so all the kids are taken care of. @elonmusk So target is six wives.4 done [--] more to go @elonmusk So target is six wives.4 done [--] more to go"
X Link 2026-02-15T01:04Z [---] followers, [---] engagements

"This is massive news. Amgen who have invested billions into OX40 have essentially washed their hands of it. Remember they paid $400m upfront and funded a gigantic ph3 program. $NKTR looks prime here if their management can be trusted not to F up a deal. $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY"
X Link 2026-01-30T13:38Z [---] followers, [----] engagements

"My price predictions for $NKTR on day of data and for end of week have all been accurate. The next target is $95 though harder to put an exact time on this"
X Link 2026-02-13T16:50Z [---] followers, [----] engagements

"@coltpdx A French 12-year old knows the full verb conjugation system with all irregulars without a single formal lesion in how it works or why. They did not need structured instruction but internalized these structures unconsciously through their language instinct"
X Link 2026-02-14T22:26Z [---] followers, [--] engagements

"@coltpdx When they think of a verb they have an innate sense of what is correct. This automaticity is the hall mark of the native speaker"
X Link 2026-02-14T22:28Z [---] followers, [--] engagements

"@Biotenic Disagree. A short is inherently more sinister. Its wishing for the downfall of another which may extend to manipulation to that end (see SLNO). Folks who are predominantly short are dark souls"
X Link 2026-02-05T17:14Z [---] followers, [---] engagements

"Is it just me or does $OCULs SOL1 look like hand waving nonsense"
X Link 2026-02-12T19:56Z [---] followers, [----] engagements

"The rule is valid 60% of the time. There are some managements brazen enough to try and announce/spin bad data. $NKTR AA a noted recent example. $OCUL data Tuesday based on the rule of companies dont pre announce that they will announce bad news rule you should buy though $OCUL is somewhat unique in that there are levels of "positive" data which could cause stock to drop anyway $OCUL data Tuesday based on the rule of companies dont pre announce that they will announce bad news rule you should buy though $OCUL is somewhat unique in that there are levels of "positive" data which could cause"
X Link 2026-02-14T00:28Z [---] followers, [----] engagements

"Quick question: hedge funds need to disclose substantial purchases (5%) at point of entry. Is there any service that tracks these in real time before quarterly filings For example is the any way to see Tang's new significant positions before their next 13f drops"
X Link 2026-02-14T10:48Z [---] followers, [----] engagements

"$ NKTR stock will rally 60% min in next [--] hours. 1.) Dosing every [--] months is viable. This is more practical and economic than any IL-13 biologic (2-4weekly). Unique differentiation. 2.) At [--] weeks EASI-75 responses deepen beating dupilumab at same time point"
X Link 2026-02-10T12:39Z [---] followers, [----] engagements

"Next price target for $NKTR is $68 by end of week. This aligns well with technicals and post dilution EV of [---] billion (including a hair cut for mgmt 'ick' factor)"
X Link 2026-02-11T13:58Z [---] followers, [----] engagements

"TYK2 sales in psoriasis currently $300m. If you assume $ALMS will capture 100% market share and then double that market you can get the current MC to make sense with a DCF model"
X Link 2026-02-02T22:36Z [---] followers, [---] engagements

"Can any of the oncologists/chemists I follow with a view on $AVBP please get in touch"
X Link 2026-02-08T18:27Z [---] followers, [----] engagements

"@popescuf @avidresearch @a_a_free I expect maintenance data to be good and can see bull case. However I would be a buyer only at around $24 I lost trust in mgmt after AA data"
X Link 2026-02-09T19:55Z [---] followers, [---] engagements

"Extremely detailed $OCUL write up @BalaBioResearch and @plainyogurt21 : https://substack.com/home/post/p-187909991 https://substack.com/home/post/p-187909991"
X Link 2026-02-15T08:50Z [---] followers, [---] engagements

"Watch the Diary of CEO episode on GLP1 with Johann Hari these drugs do have psychotropic effects on risk tasking impulsivity and mood. I can see them licensed in futurefor addiction treatment - for sure"
X Link 2026-02-15T15:09Z [---] followers, [---] engagements

"This guys needs a follow for sure. This is it right here Should also add how much faith can you have in an untested formulation Questions for $OCUL fans: 1). Is the SPA agreement confirmed again w/ the current FDA 2). Even if OCUL successfully claim OTX-TKI is "superior" to "single" dose Eylea would anybody care That's not real world experiences. So tell me exactly what is defined as "success" by the Questions for $OCUL fans: 1). Is the SPA agreement confirmed again w/ the current FDA 2). Even if OCUL successfully claim OTX-TKI is "superior" to "single" dose Eylea would anybody care That's"
X Link 2026-02-15T15:16Z [---] followers, [----] engagements

"If we could just predict effects from chemistry we wouldn't need trials would we Any one remember the vitiligo drug from last year with the formula change"
X Link 2026-02-15T15:18Z [---] followers, [---] engagements

"He's basically a debt slave. Predatory lenders own his life's output. Very common situation in human history. The innovation is debt extension via proxy of something with apparent value (house degree). Also government is implicitly in on the fix. This is a neutered citizen. My most shitlib take is that student loans must be made dischargeable in bankruptcy. My most shitlib take is that student loans must be made dischargeable in bankruptcy"
X Link 2026-02-15T16:44Z [---] followers, [---] engagements

"If you helped popularise $VYNE and $RVLT but didn't catch the lack of placebo-control this is a moment for reflection. $KYMR should be considered currupt for running an AD trial without one - anyone assigning any value to that readout is in trouble"
X Link 2025-12-13T23:33Z [---] followers, [----] engagements

"Folks need to understand difference between signs of efficacy and hitting a regulatory endpoint in a pivotal trial. Genius of Galderma/Nemo was to reframe itch response as they key outcome. Don't see rezpeg hitting on SALT20"
X Link 2025-12-16T21:48Z [---] followers, [---] engagements

"Can anyone with weekly script data for $PTHS please DM me"
X Link 2025-12-20T21:48Z [---] followers, [---] engagements

"$VTYX deal confirmed. $14 a share official press release. https://finviz.com/news/269962/lilly-to-acquire-ventyx-biosciences-to-advance-oral-therapies-targeting-inflammatory-mediated-diseases https://finviz.com/news/269962/lilly-to-acquire-ventyx-biosciences-to-advance-oral-therapies-targeting-inflammatory-mediated-diseases"
X Link 2026-01-07T21:24Z [---] followers, [---] engagements

"This guy is talented. Youll remember his energetic models for $SLNO well hes used forensic accounting to figure whats really going on. Hes worth a follow. @MBbiotech Substack post coming soon but this is super bad imo (huge downtitration due to scorpion is real) @MBbiotech Substack post coming soon but this is super bad imo (huge downtitration due to scorpion is real)"
X Link 2026-01-12T13:23Z [---] followers, [----] engagements

"What if the $ABVX denial is the fake one to allow an HF to enter: would be diabolical. Article quotes an unnamed gov source but if they are speaking on behalf of gov they should be name and on the record. Reuters are an alert wire and not as reliable as others"
X Link 2026-01-12T17:21Z [---] followers, [----] engagements

"$CRVS will need to raise $600m to be comfortable. Safety is critical. Excellent trial design for ph [--] most rigorous Ive seen. Management capricious and promotional though"
X Link 2026-01-21T01:36Z [---] followers, [----] engagements

"I like $CRVS at any dip back to $12-14 when new cap table sorted. AD story derisked to an extent other stories dilute narrative. 170m raise suggests partnership to fund balance"
X Link 2026-01-21T12:37Z [---] followers, [----] engagements

"@Tintincapital IPOs can be lucrative especially government ones. The Dubai property companies have had lucrative returns. Its undercovered and inefficient creating room for alpha. You might need a trip to setup trading accounts/bank accounts"
X Link 2026-01-31T13:22Z [---] followers, [---] engagements

"@anthonystaj @billyhu6 @PatrickHeizer Good old USA and its work ethic You have advanced cancer but we won't give you flexibility for your chemo/immunotherapy - and you consider that culturally normal"
X Link 2026-02-03T06:06Z [---] followers, [---] engagements

"Preclinical (animal) models are the basis for our understanding of Alopecia Areata. JAKi work robustly in these models. If you can't cure mice you have no hope of curing humans. So efficacy in these models is necessary for translational success. $NKTR"
X Link 2025-08-25T20:55Z [---] followers, [----] engagements

"This thread links all the preclinical studies looking at Treg expansion in preclinical models of AA. $NKTR Preclinical (animal) models are the basis for our understanding of Alopecia Areata. JAKi work robustly in these models. If you can't cure mice you have no hope of curing humans. So efficacy in these models is necessary for translational success. $NKTR Preclinical (animal) models are the basis for our understanding of Alopecia Areata. JAKi work robustly in these models. If you can't cure mice you have no hope of curing humans. So efficacy in these models is necessary for translational"
X Link 2025-08-25T21:09Z [---] followers, [----] engagements

"@houndcl @seedy19tron @Albie1228 @A_May_MD I hear you there is risk on the maintenance readout anything can happen. An oral drug however with no black box warning is a very differentiated entrant to the space"
X Link 2025-08-26T20:52Z [---] followers, [----] engagements

"From a technical standpoint $NKTR should trade up another 20% with the next key resistance level $64. I think we'll get there by the end of the month which implies 33% upside from current levels. [--] year target $96"
X Link 2025-09-09T19:50Z [---] followers, [----] engagements

"Short term trade idea: $NKTR for [--] potential catalysts next week : EADV data and possible summary judgement. Expect pop on EADV data crossover placebo pts (90% POS) and possible week [--] data for partial dataset. Could see run to $64 on one of these or $74 on both"
X Link 2025-09-12T15:07Z [---] followers, [----] engagements

"Will folks stop speaking as if the $atyr shorts are geniuses. The drug was DOA to any one who understands data. There was no nuance or great forensic work required"
X Link 2025-09-15T20:30Z [---] followers, [---] engagements

"This is also why you can have an unfair advantage in biotech: so few people understand data. Clear reasoning seems like magic. Will folks stop speaking as if the $atyr shorts are geniuses. The drug was DOA to any one who understands data. There was no nuance or great forensic work required. Will folks stop speaking as if the $atyr shorts are geniuses. The drug was DOA to any one who understands data. There was no nuance or great forensic work required"
X Link 2025-09-15T20:38Z [---] followers, [---] engagements

"@Biohazard3737 My issue is the valuation already assumes commercial success (EV 3B). It is not a play with asymmetrical upside. Indeed the potential for disappointment is great"
X Link 2025-09-17T07:45Z [---] followers, [---] engagements

"It would be reckless for $NKTR to start their phase [--] in quarter [--] [----] as telegraphed. They are only beginning to fully understand what they have. They need to push ph3 to Q3 [----] when they have understand fully the escape cohort and maintenance dynamics"
X Link 2025-09-18T13:57Z [---] followers, [---] engagements

"@Banana_Oncology We're talking alleged sabotage of a billion dollar drug. They would be lucky to settle for $400 million while they can"
X Link 2025-09-18T14:55Z [---] followers, [---] engagements

"@Biotenic I'm the biggest $NKTR long but AA probably won't work: very tough disease. I think you will need a combination approach for this disease"
X Link 2025-09-18T16:46Z [---] followers, [---] engagements

"This needs to stop. It's unethical for a patient in a trial to publicly report how they are doing - I'm sure they must have agreed not to. Doubly unethical to present commentary on such reports. $NKTR Posts from this account evolved from OK feedbacks to more positive feedbacks over time. Snap of the most recent post. Believe Reddit with pinch of salt though https://t.co/BC0JGNqkty $NKTR Posts from this account evolved from OK feedbacks to more positive feedbacks over time. Snap of the most recent post. Believe Reddit with pinch of salt though https://t.co/BC0JGNqkty"
X Link 2025-09-18T17:28Z [---] followers, [---] engagements

"@Biohazard3737 They have invested massively in a class that will not displace IL13/IL-4. It will also have some nasty side effects. So will the dual IL-17/IL-13. And Apogee are delusional thinking they will join an OX40 to an IL13"
X Link 2025-09-23T19:20Z [---] followers, [---] engagements

"Beware of 3: 1.) Those who only post about one stock always. 2.) Those who delete posts about wrong calls. And most importantly: 3.) those who didn't call a stock in advance but are suddenly experts when it hits"
X Link 2025-09-24T17:08Z [---] followers, [---] engagements

"The idea of biotwitter is not to take things at face value and to analyse. We got folks fawning over a N=1 case study and an oncology trial without controls and where half the patients were "censored". Shout out to @plainyogurt21 and @BalaBioResearch for their detailed eye"
X Link 2025-09-25T20:06Z [---] followers, [----] engagements

"@RNAiAnalyst What's your valuation HS market 1.5B annually. $MLTX will compete against [--] biologics with at best marginal benefit other Bimekizumab. Rational payers will have it second line after generic anti-TNF. R+4 at best [--] billion how do we reach EV of 3.2B + expect a pump on data"
X Link 2025-09-26T12:55Z [---] followers, [----] engagements

"AI is a productivity fix not a creativity fix. It makes creative people more productive. Say you have a video Ad idea before you needed $000s to execute now there is instant execution at minimal cost"
X Link 2025-09-26T13:20Z [---] followers, [---] engagements

"There's a biotech with two readouts q4 both likely (60%+ PoS) to be positive but market assigning no value and company trading barely above cash"
X Link 2025-09-26T17:09Z [---] followers, [---] engagements

"$mltx tldr: 1.) SLK no better than bimekizumab possibly worse. Blended delta presumably hs-abx delta [----] (Bimi 23) 2.) No stat significance in repeat trial. Chance approval is in question and it becomes a probability play. 3.) Stock will tank by at least 50% maybe %75%"
X Link 2025-09-28T16:39Z [---] followers, [----] engagements

"@RNAiAnalyst This is too long: they're f**ked"
X Link 2025-09-28T17:29Z [---] followers, [---] engagements

"Many intelligent people were long $MLTX. Error lies in overlooking the crazy overvaluation & accepting the rosy spin on ph2 data from management. That none of the solid hedge funds were long was also a soft alarm sign. One thing I want to say here The market doesn't care if you come up with your own ideas on a long/short thesis or if you copy one and verify it yourself. You don't get any bonus points for starting everywhere from square [--]. There is a wealth of info out there use it One thing I want to say here The market doesn't care if you come up with your own ideas on a long/short thesis or"
X Link 2025-09-28T21:50Z [---] followers, [----] engagements

"@basadomente It doesn't need a lot of debate. At $26 its screaming buy with a huge margin of safety as price rises MoS falls and there is a point where you sell. Someone might say $80 someone else $96 (me) - doesn't matter as long as you act on what you think"
X Link 2025-09-28T23:07Z [---] followers, [---] engagements

"@RNAiAnalyst @A_May_MD Prof Kimball is paid by biopharma Adam makes his money from trading the stock"
X Link 2025-09-29T14:04Z [---] followers, [---] engagements

"@RNAiAnalyst You've enviable qualifications and have used your knowledge to compound wealth to heady levels. Please accept this error of judgement; you need to take a few days off and speak to people you trust to clear your mind. I think you are in shock"
X Link 2025-09-29T18:39Z [---] followers, [---] engagements

"$Zura mathmatics: drug (Ixi) never trialed in HS + drug class that failed ph [--] in HS (no marketable efficacy) + big pharma throwaway + odd molecule (larger in size) = standard of care in HS"
X Link 2025-09-30T20:30Z [---] followers, [----] engagements

"From the psoriasis data they must have concluded drug was no better than bog standard anti-il-17a. This was confirmed in $mltx's repeat trials; and the wise owl @A_May_MD used this logic to stay clear"
X Link 2025-09-30T21:00Z [---] followers, [---] engagements

"Not true; at the time betting on a me-too IL-13 made economic sense in view of Dupi sales. The Phase [--] also suggested short term remission; fundamentally pharma want you on drug for life. Expensive deal with NKTR no longer made sense and had to be jettisoned. @RNAiAnalyst $NKTR bulls want you to believe $LLy dumped a potential drug out of stupidity. And that ISRs dont count ( they never bother to look definition of moderate ISRs or 5-10 cm plus rate of eosinophilia with long term use ) and that these ISRs are irrelevant when BP decides to @RNAiAnalyst $NKTR bulls want you to believe $LLy"
X Link 2025-10-05T20:05Z [---] followers, [----] engagements

"This is $NKTRs mechanism of action. Treg modulation. Layman's explantion of Treg Nobel: https://t.co/3HUhVzo1nl Layman's explantion of Treg Nobel: https://t.co/3HUhVzo1nl"
X Link 2025-10-06T10:33Z [---] followers, [----] engagements

"@Biotenic @seedy19tron @A_May_MD @AaronRosenblum5 @RNAiAnalyst @Sanctuary_Bio @Biohazard3737 As with $NKTR historic trial failures may have left sour taste in investors leading to a misvaluation. Company failed keenly anticipated trial in CD"
X Link 2025-10-06T16:32Z [---] followers, [----] engagements

"$NKTR has multiple catalysts; lawsuit is only one. $LLY with deep pockets may prefer the obstinate route of a trial - outcome of which can be hard to read. Common sense justice law; hence why lawyers exist trained in case law and precedent"
X Link 2025-10-09T16:16Z [---] followers, [---] engagements

"Simple calculus for $NKTR. Huge margin of safety by historic valuations and asymmetric upside to potential first-line if induces remission. I would buy for my retired grandparents and my kids college fund"
X Link 2025-10-18T21:35Z [---] followers, [----] engagements

"Most of the $NKTR chatter is nervous retail looking for confirmation bias. It's an extremely comfortable hold if you understand the M&A comps AtD TAM and the unique science"
X Link 2025-10-18T22:34Z [---] followers, [----] engagements

"Personally on biotwitter I want to hear counter theses to stocks owned and to learn of new stocks. Not interested in group therapy to feel good about buys. $NKTR"
X Link 2025-10-18T23:26Z [---] followers, [----] engagements

"This is essentially the thesis. The valuation will catch up eventually with flow of data. Best upside was pre data or shortly after. New entrants are late to the party. We said buy at $24. Quite amazing that $APGE an innovation-free IL-13 is a $3.6B market cap and $NKTR with a FIC Treg is at $1.2B. I know I sound like a cultist but it feels like those numbers should be flipped. Quite amazing that $APGE an innovation-free IL-13 is a $3.6B market cap and $NKTR with a FIC Treg is at $1.2B. I know I sound like a cultist but it feels like those numbers should be flipped"
X Link 2025-10-24T10:43Z [---] followers, [----] engagements

"If any of you guys would like to critique my new pitch prior to its general release please get in touch. DMs open. Like $VTYX this one is literally hiding in plane sight and no one is talking about it"
X Link 2025-11-02T20:52Z [---] followers, [----] engagements

"Personally I don't want generalists to find out about this thing of ours. P.S Thank you to the folks expressed interest in critiquing the next pitch I will be in touch soon"
X Link 2025-11-02T22:34Z [---] followers, [----] engagements

"When I spoke about the ethics of shorting no one understood what I meant. Heres a case study $SLNO dont know if this short seller is realizing what he is doing. There are risks and benefits for this drug that are well established. Trying to highlight every death in FEARS and using Facebook posts (whether trt related are not is not straightforward) is sabotaging a risk $SLNO dont know if this short seller is realizing what he is doing. There are risks and benefits for this drug that are well established. Trying to highlight every death in FEARS and using Facebook posts (whether trt related are"
X Link 2025-11-05T21:17Z [---] followers, [----] engagements

"They probably have large chunk of AA data back and efficacy will leak through because of low placebo. Naturally very sceptical on basis of science but a positive readout would be a very big surprise and extremely consequential"
X Link 2025-11-07T17:12Z [---] followers, [----] engagements

"In a large trial a few months before read out it is very difficult for company to not have some idea what direction readout is looking. Company psychology useful if there a long track record of behaviour to observe"
X Link 2025-11-07T17:21Z [---] followers, [----] engagements

"I know this is going to anger $NKTR bulls but data needs to be viewed critically"
X Link 2025-11-08T23:15Z [---] followers, [----] engagements

"The ITT adjustment for this new $NKTR data is easy to do. You just assume the dropouts were negative and add them back to the W40 outcomes. Can someone on Biox please do that and post updated figures. (I've already written a detailed pitch for free this weekend.)"
X Link 2025-11-08T23:51Z [---] followers, [----] engagements

"Best way to think of AA for $NKTR is as a free shot at goal not priced in. My revised PoS is 25%. Failure would raise attention to lack of ph3 funding for AD and likely put short term pressure on valuation"
X Link 2025-11-13T16:45Z [---] followers, [----] engagements

"As a community we need to punish block and shun blatant rampers like this. Statements need to be supported by evidence or rationale. Whos man is this $NKTR AA hits stat sig almost Asuredly. 80/20 probability. PBO is extremely 👀low $NKTR AA hits stat sig almost Asuredly. 80/20 probability. PBO is extremely 👀low"
X Link 2025-11-13T19:09Z [---] followers, [----] engagements

"There are forensic issues with the $NKTR AA data notwithstanding the lack of stat sig at a sample size where you would expect it there is no dose response and minimal seperation between severe and very severe groups running contrary to basically most peer studies"
X Link 2025-12-22T19:16Z [---] followers, 11K engagements

"@avidresearch Then what's the point of this "superiority" label And what's the point of SOL-1 if you can't tell if OTX-TKI is superior or inferior to SOC in real world setting. $OCUL"
X Link 2026-02-15T16:11Z [---] followers, [----] engagements

"LLMs dont think. They dont reason the way humans do. They predict the next token based on probability distributions learned from massive datasets. What feels like reasoning is statistical pattern completion at scale. The magic isnt intelligence its compression. Theyve compressed patterns from millions of documents into weights. Thats powerful. But its not consciousness"
X Link 2026-02-15T15:55Z 17K followers, 161.6K engagements

"My most shitlib take is that student loans must be made dischargeable in bankruptcy. $1.65 million in student loans for a $300k job. Reminds me of [----] when loan officers gave out subprime loans. This is 5.5x their salary. Unheard of. Criminal even. https://t.co/0Xsb8Bt1zd $1.65 million in student loans for a $300k job. Reminds me of [----] when loan officers gave out subprime loans. This is 5.5x their salary. Unheard of. Criminal even. https://t.co/0Xsb8Bt1zd"
X Link 2026-02-15T02:06Z 87.3K followers, 326.4K engagements

"A doctor using ChatGPT and you using ChatGPT is not the same I cannot continue to over emphasize on this"
X Link 2026-02-15T12:34Z [----] followers, 2.1M engagements

"Questions for $OCUL fans: 1). Is the SPA agreement confirmed again w/ the current FDA 2). Even if OCUL successfully claim OTX-TKI is "superior" to "single" dose Eylea would anybody care That's not real world experiences. So tell me exactly what is defined as "success" by the market for SOL-1 https://twitter.com/i/web/status/2022801939751215130 https://twitter.com/i/web/status/2022801939751215130"
X Link 2026-02-14T22:35Z [---] followers, 13K engagements

"GLPs getting banned by hedge funds Maybe by sales teams too"
X Link 2026-02-15T12:13Z 69.2K followers, 1.1M engagements

"Personally staying out of this binary doesn't make sense to me. Though these are both smart dudes"
X Link 2026-02-15T08:51Z [---] followers, [---] engagements

"Nobody asked; but the true secret to unlocking a language is mastery of the practical spoken language first. In first [--] [---] months the learner should not look at any written material. The desire to understand and dissect everything must also be suppressed"
X Link 2026-02-14T22:06Z [---] followers, [---] engagements

"The human organism is hard wired to acquire language patterns. This is an oral largely unconscious process; that western curriculums impede. This is why you find butchers workmen and back packers with real functional use of multiple languages"
X Link 2026-02-14T22:08Z [---] followers, [---] engagements

"Source language should be kept to a minimal in learning material ideally 20% or even better if zero"
X Link 2026-02-14T22:11Z [---] followers, [---] engagements

"If the entire value proposition of $APGE is quarterly dosing what happens if you get that with no risk of conjunctivitis and a novel mechanism"
X Link 2026-02-14T15:41Z [---] followers, [----] engagements

"$OCUL data Tuesday based on the rule of companies dont pre announce that they will announce bad news rule you should buy though $OCUL is somewhat unique in that there are levels of "positive" data which could cause stock to drop anyway"
X Link 2026-02-13T22:05Z 26.3K followers, 13.5K engagements

"Few forthcoming ph3 readouts where the trade may be profitable but actual licensing perilous and the therapeutic benefit doesnt make sense to rational and detached people. Prior FDA alignment is currently meaningless"
X Link 2026-02-13T23:53Z [---] followers, [----] engagements

"Frame control. A company will pitch you a story. You either accept it at face value and enter their frame our you see the frame for what it is decorative packaging. Former: rabid speculation on resuce %; later: trial design makes no sense"
X Link 2026-02-12T23:46Z [---] followers, [---] engagements

"Is it just me or does $OCULs SOL1 look like hand waving nonsense"
X Link 2026-02-12T19:56Z [---] followers, [----] engagements

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