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@meremrtl Avatar @meremrtl Stephen Ayers

Stephen Ayers posts on X about $rzlt, $wve, $mist, $trvi the most. They currently have XXXXX followers and XXX 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: XXXXX #

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Social Influence

Social category influence cryptocurrencies #3529 finance stocks travel destinations

Social topic influence $rzlt #6, $wve #57, $mist #5, $trvi #5, $15b #35, $xoma #1, reduce #1035, $lly, if you, probability #64

Top accounts mentioned or mentioned by @avidresearch @augurbio @financebully @hawkking1515 @brianayersjr @mlb @mahanoycitykid @epickram @from1to2000000 @rnaianalyst @robert13313519 @scorpionfund @sleepingbear84 @bownthenight @srqstockpicker @jjwatt @faileddrugs @pinkerste94119 @pharvaris @thatbensheehan

Top assets mentioned Wave Life Sciences Ltd. Ordinary Shares (WVE) Mist (MIST) Eli Lilly and Company (LLY) Janux Therapeutics, Inc. Common Stock (JANX) Viking Therapeutics, Inc (VKTX)

Top Social Posts

Top posts by engagements in the last XX hours

"$WVE So everyone is just assuming the XXX% lean-mass increase is all muscle when DEXA-measured "lean mass" includes all non-fat non-bone tissue (e.g. water organs and so on) Seems like quite the assumption"
X Link 2025-12-09T14:43Z 1881 followers, 1397 engagements

"Wait this is their only asset $MIST"
X Link 2025-12-13T04:20Z 1881 followers, 1217 engagements

"$TRVI is a $1.5B biotech (stock +300% 1Y) testing an opioid in late-stage programs for chronic cough. But it's not as crazy as it sounds"
X Link 2025-11-17T14:23Z 1869 followers, 1259 engagements

"1/ First look at $TRVI. Trevi is taking an opioid-based shot at chronic cough in IPF and RCC with nalbuphine ER. The near-term efficacy signal is real. The big questions are durability and real-world use"
X Link 2025-11-17T14:31Z 1869 followers, XXX engagements

"$WVE All in all I'm a bit surprised this rallied so much. X. The "muscle preservation" claim is fragile and management is highly motivated to frame the lean mass increase as real muscle sparing or gain (when it is likely just noise). X. Management is reframing regulatory/commercial success around "body composition" rather than absolute weight loss signaling they know that the early weight loss number is not impressive. X. There were no meaningful changes in lipids glucose or liver labs. Yes it's a generally healthy population but you'd expect something as the genetics are being sold as"
X Link 2025-12-09T15:15Z 1870 followers, XXX engagements

"I for one am glad this odd strategy did not work. There was actually little appeal going into today because the stock was already priced for success. Be wary of retrofitted drugs. $RZLT"
X Link 2025-12-11T13:42Z 1876 followers, XXX engagements

"@augurbio True. But before the July run-up into data $RZLT had been a microcap for years so the level of coverage was odd. More broadly because so many firms both cover stocks and run their offerings the indirect incentives behind Buy ratings make them essentially obsolete"
X Link 2025-12-11T16:59Z 1876 followers, XXX engagements

"@epickram Mostly a monitoring story. SMBG is a noisy caregiver-driven endpoint. CGM told the real story: XX% reduction on drug vs X% increase on placebo but nowhere near good enough. These kids were enrolled in a bad spell so some regression toward baseline was inevitable. $RZLT"
X Link 2025-12-11T19:02Z 1881 followers, XXX engagements

"Todays $NKTR update: court orders NKTR to hand over unblinded rezpeg data + KOL decks/exec docs to $LLY by Jan XX. Case still heading toward trial. Discovery burden ramps up for Nektar but no clear inflection yet on ultimate liability or settlement odds"
X Link 2025-12-11T23:45Z 1868 followers, XX engagements

"$RZLT crazy how these drugs bounce around. Testing RZ358 (ex- $XOMA XXX from XX yrs ago) for chronic use in kids is wild to me. It may reduce short-term hypoglycemia but we have almost no data on long-term consequences of systemic insulin-receptor blockade"
X Link 2025-11-16T14:13Z 1881 followers, 4464 engagements

"$GPCR market cap is now $VKTX"
X Link 2025-12-08T15:27Z 1881 followers, 2076 engagements

"This was actually the 🚩that made me interested in $RZLT. Lots of coverage for an otherwise unknown small/microcap biotech reeks of promotion"
X Link 2025-12-11T13:55Z 1881 followers, 1285 engagements

"$RZLT This is why an accurate PoS is crucial in this space. Perhaps this model was accurate and its just that the XX% scenario happened I dont think thats the case. Would your opinion of the stock had changed if you believed the odds were actually much closer to 50/50"
X Link 2025-12-11T14:07Z 1881 followers, 7238 engagements

"I've since learned that this post was challenging for some to understand so let me explain it more. The issue isnt just that the XX% bear case happened. The deeper problem is that if the true probability of failure was closer to 50/50 then everyones prior on $RZLT was wrong. The Jefferies grid looks precise but if the inputs are off the whole expected value thesis strength and position sizing are built on sand. Why this is critical in biotech: ⚫Valuation = outcome probability. If investors model a XX% failure chance but reality is XX% they will systematically overpay for expected upside and"
X Link 2025-12-11T15:45Z 1881 followers, 2599 engagements

"Saw the STAT gym bro piece on $WVE's WVE-007. Im in a similar camp: INLIGHT is proof-of-biology not proof-of-concept. X% weight loss DEXA lean within noise no cardio-metabolic signal and a clear shift in managements narrative from weight loss like sema to body composition"
X Link 2025-12-12T02:21Z 1881 followers, 1670 engagements

"$MIST The generic pill strategy (Diltiazem + Propranolol) converts XX% of PSVT patients with a mean time of XX minutes. Cardamyst asks insurers to pay $500+ to shave XX minutes off that wait time while offering a lower probability of total success (64% at the 30-minute primary endpoint). Target market: Wealthy highly anxious patients with excellent insurance who cannot tolerate an extra 20-30 minutes of palpitations. This is the type of drug you develop when you just want to feel like you're developing drugs"
X Link 2025-12-13T04:09Z 1881 followers, 2069 engagements

"People poke fun at me for having a background as a RN but Ive read multiple analyses on $MIST and not ONE MENTION of the well-known (in the medical field at least) pill in the pocket strategy. Its easier to spot dumb stuff in drug development/biotech when you are familiar with how things work in the real world"
X Link 2025-12-13T04:43Z 1881 followers, 3198 engagements

"@avidresearch I can certainly see the appeal in $WVE don't get me wrong especially with big pharma interest in obesity/genetic cardiometabolic space $VERV $LLY. I just don't think INLIGHT is at all informative beyond proof-of-biology"
X Link 2025-12-09T17:00Z 1881 followers, XXX engagements

"Thats not what I think. Its just that we have that already in the form of dirt-cheap pills. Only benefit is onset-of-action and its not even by a lot. Orals are actually more effective if you can wait another XX minutes. No clear clinical benefit over conventional treatment"
X Link 2025-12-13T04:53Z 1881 followers, XXX engagements

"In this population the "lean mass" gains are actually far more likely to be a composite of non-fat tissues rather than skeletal muscle. Also note that DEXA precision error is typically 1-2%. Of course the trial is small N and placebo patients saw a XXX% increase as well. Then again the goal is to preserve muscle and the DEXA measurements are supportive. It would've been interesting to add a GLP-1 arm for a more informative comparison. $WVE"
X Link 2025-12-09T14:52Z 1881 followers, XXX engagements

"@Jonny_fun_guy @hawkking1515 And actually I think there wouldve been a lot of risk in proving inferior in complete conversion. Swallowing a pill is much more reliable/predictable to the every-day person than using a nasal spray is. There is more dose variance with sprays"
X Link 2025-12-13T14:14Z 1879 followers, X engagements