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@medstudentinvst Avatar @medstudentinvst WaveStrum Life Sciences

WaveStrum Life Sciences posts on X about $pasg, $qure, $prme, pasg the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence cryptocurrencies XXXXX% finance XXXXX% stocks XXXXX%

Social topic influence $pasg #8, $qure #25, $prme #15, pasg #3, $janx #6, investment 11.11%, $lly 11.11%, $pepg 11.11%, market cap 7.41%, to the XXXX%

Top accounts mentioned or mentioned by @acesobiologics @seedy19tron @aditharun_ @911_truthnow @desertdweller93 @johnkmason @amaymd @mike98572986 @hawkking1515 @unknown_tester_

Top assets mentioned Passage (PASG) uniQure N.V. (QURE) Janux Therapeutics, Inc. Common Stock (JANX) Eli Lilly and Company (LLY) Intellia Therapeutics, Inc (NTLA) BridgeBio Pharma, Inc. Common Stock (BBIO) Avidity Biosciences, Inc. Common Stock (RNA) Vaxcyte, Inc. Common Stock (PCVX)

Top Social Posts

Top posts by engagements in the last XX hours

"November 14th 2025 Daily Update Little delayed in the Friday daily update post. On Friday I partially exited the $BBIO position and reallocated the proceeds towards $PRME. I will finish up a post tonight or tomorrow detailing my rationale but wanted to get this out before markets reopen for the public record"
X Link 2025-11-16T22:03Z 1073 followers, 2834 engagements

"December 4th 2025 Daily Update Pleased thus far with the add to $PRME in that XXXX range for the reasons described a few days back. Reclassified the $PRME buy stages a bit as technically there were X buys in that first stage and there are now X in the second buy stage and don't want to do the whole reformat. Made some rather large additional moves today. Super busy week so don't have time to go through the full rationales now. Will try to do this weekend. I closed the $PCVX position for a XX% gain and put all of it towards $ABVX. I think $PCVX will navigate the vaccine turmoil just fine in"
X Link 2025-12-05T02:29Z 1073 followers, 1616 engagements

"Opened position in Passage Bio ( $PASG - $25M market cap). I will write up the short-form thesis when I can. However some interesting parallels to $QURE. This is another HIGH RISK investment and sized accordingly. Treats frontotemporal dementia a notoriously brutal neurodegenerative disease. $PASG lead program targets the GRN subtype. It is comprised of an AAV1 viral vector delivered via injection to the cisterna magna. The GRN subtype is characterized by patients having mutation in the progranulin gene which leads to progranulin haploinsufficiency (50% of normal levels). XX% of GRN mutation"
X Link 2025-10-30T19:45Z 1068 followers, 2072 engagements

"Needless to say the $QURE news has read through to $PASG. Just so anyone who read my post about investing in it is also aware of this new risk / downside. I plan to continue to hold as I believe its FTD-GRN therapy's profile and current market cap continue to present impressive risk-reward regardless of the ultimate confirmatory trial structure / pathway. Recall that $LLY brough proclaim for $880M plus a CVR and $QURE is still worth $1.89Bn. I also think we're a long way from the conclusion of this $QURE story. However I would be remiss not to acknowledge this and the risk definitely just"
X Link 2025-11-03T16:25Z 1069 followers, 1084 engagements

"I also bought more today so do with that what you will"
X Link 2025-11-03T16:39Z 1069 followers, XXX engagements

"November 3rd 2025 Daily Update. Added a little bit of new capital into the portfolio to be able buy some more $PASG. Return today before capital addition was 52.5%. Return after new capital is XXXX% as of course the "starting capital" denominator went up and new capital has an effective return of 0%. The latter return is listed. I have posted my existing thoughts on the $QURE pullback today elsewhere. I plan to hold. The portfolio level thing I have to figure out post the $QURE news is whether this portfolio remains appropriately weighted from a risk perspective. I had marked $QURE as a"
X Link 2025-11-03T22:49Z 1068 followers, XXX engagements

"Good info. Thanks to the OP. My takeaways from this for a registrational study for $PASG s PBFT02 would be: X. Include a quantitative volumetric MRI analysis as an endpoint (MOST CRITICAL) X. Easier to run an RCT ( if FDA requires) with PBFT02 as the surgery is much less invasive than $QURE s. $PASG s is more like a lumbar puncture X. Extra critical to align with FDA (not that this appeared to help with $QURE) on endpoints in non-RCT setting as CDR-FTLD is more susceptible to test administrator subjectivity / bias (i.e. less objective measures) X. CDR-FTLD is less susceptible to practice"
X Link 2025-11-05T01:23Z 1068 followers, 1118 engagements

"November 10th 2025 Daily Update. Another day another drop boys and girls. $PRME showing particular weakness. A casualty of the $NTLA blow-up despite what I see as a lack of read-through given the fundamentally different mechanisms. $PEPG also showing some weakness after the very transient uplift post $RNA buyout. $QURE and the rest of the small gene therapy positions continue to struggle post FDA meeting with $QURE"
X Link 2025-11-10T22:54Z 1069 followers, 2290 engagements

"November 12th 2025 Daily Update BIG jump for $PASG off its recent lows. It is of course a high risk investment and may remain volatile through the 1H 2026 updates. However I continue to believe the risk-reward profile here is extremely strong. To that point $LLY paid $1.04Bn (inclusive of a CVR) for Prevail and its FTD-GRN therapy back in 2021 both $PASG and $LLY are in Phase X / X (though should note Prevail also had a PD asset in clinical development) and my view is that $PASG has shown more compelling data to date on both efficacy and safety. $PASG is still trading under $30M at the"
X Link 2025-11-12T21:35Z 1068 followers, 1072 engagements

"This is a very good post by Adam. I'd like to add a couple of thoughts on AMT-130 and speak to the applicability of some of these concepts to $PASG and alpha-synuclein targeted therapies in Parkinson's Disease. First there may be an issue with tominersin in addition to the ones Adam spoke to. The huntingtin protein is absolutely essential to neuronal (and glial for that matter) function and health. This is well described in both human beings and animal models. In fact human beings born with compound heterozygous mutations in the HTT gene (one mutated copy from each parent) experience a rare"
X Link 2025-11-18T02:32Z 1068 followers, 12.7K engagements

"$PASG has published data on the biodistribution of the AAV1 Vector / PGRN transgene in their animal models which should correlate to PGRN expression unless theres a question around whether the transgenes are actually driving expression. My guess is youre referring to the 2020 study out of Penn. That study actually showed AAV1 transduction was widespread throughout the brain though only transduced about X% of neurons astrocytes etc. deep to the ependymal cells in NHPs. So youre right that the meninges / ependyma are transduced in higher quantities and concentrations of PRGN in the CSF are"
X Link 2025-11-18T10:26Z 1067 followers, XXX engagements

"Regarding $LLY theyre in Phase I and havent shown any human data at all yet nor substantive preclinical data. If youre concerned about $PASG not publishing ISF PGRN concentrations (just vgs) you should be particularly concerned about $LLY / Prevail in that respect. As an additional point re human data it is notable that we know of no living human with a high-confidence LoF alpha-synuclein variant which precludes the kind of MR studies that have shown benefit in most other siRNA contexts. Further studies show that in active PD outcomes are worse for patients who have lower levels of monomeric"
X Link 2025-11-18T13:00Z 1068 followers, XXX engagements

"You seem to believe a PBFT02 failure is fait accompli though the basis for that appears to center on the fact that $PASG has not reported PGRN ISF concentrations that appears you presume they are hiding. It would be rather strange they would take the low-dose cohort forward if there is some unreleased internal data suggesting that is an issue. They will start to report more fulsome data in 1H 2026 so we will see how that unfolds. The data from the new cohort of patients they dosed very early in disease course will be especially interesting. Whilst I fully acknowledge the high risk nature of"
X Link 2025-11-18T15:01Z 1068 followers, XXX engagements

"November 28th 2025 Daily Update $PEPG really having a moment. Good to get back into the 60's after the $NTLA news and the subsequent overhang on the gene editing sector"
X Link 2025-11-29T00:22Z 1069 followers, 2790 engagements

"Increased $JANX to about XXX% of the portfolio. Done adding for today"
X Link 2025-12-01T20:16Z 1070 followers, 5816 engagements

"December X 2025 Daily Update. Tough day in the market before $JANX tougher after. I have provided today's portfolio update for both before $JANX and after $JANX the latter updated for the price I closed the $JANX position at. Needless to say I got $JANX entirely wrong. I certainly recognize investing (especially in early stage biotech) is about probability not certainty. I know I will miss on some biotech calls as the extent to which we lack data on the human body's function entirely precludes the ability to predict biological outcomes with certainty from a priori reasoning In light of that I"
X Link 2025-12-01T23:58Z 1068 followers, 3828 engagements

"Daily Update December 2nd 2025. Another punishing day. $JANX dropped the portfolio only about 5.7%. So this shows how much of a hit the big positions of $PRME $NKTR $ABVX $PEPG and $PCVX have taken (and really all of the rest) over the last few days. I added a small bit to $PRME today. The rationale is the same as the last time I added and have reposted that rationale in the second post on this thread. I think the more unfriendly to biotech and chaotic the FDA seems (reversal of FDA alignment with $QURE clinical outcomes studies needed for vaccines not just immunogenicity Pazdur departure"
X Link 2025-12-03T01:11Z 1068 followers, 4306 engagements

"December 9th 2025 Daily Update Back above XX. going to really try not to tank it with another $JANX performance this time around. All eyes on Marc"
X Link 2025-12-10T02:36Z 1073 followers, 1025 engagements