@oncinvestor Avatar @oncinvestor Oncinvestor

Oncinvestor posts on X about $ctmx, $nuvl, $janx, $cgem the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 29% finance 8% technology brands 2% cryptocurrencies 2% celebrities 1% currencies 1% countries 1% travel destinations 1% social networks 1%

Social topic influence $ctmx #11, $nuvl 18%, $janx 5%, $cgem 4%, $pali #11, $acrs 4%, $pyxs 3%, $kura #18, $crnx #6, in the 3%

Top accounts mentioned or mentioned by @joserestonva @jfais20 @aaronrosenblum5 @pawcio2009 @monacobiotech @amaymd @badinvestor99 @rinotrollcat @seedy19tron @andreagtc @semodough @mysteriousmole1 @persimmonti @bananaoncology @jaredsleeper @amylucio2009 @tarrikzaid @dickmedchem @jacobplieth @heatlamp11

Top assets mentioned Nuvalent, Inc. (NUVL) Janux Therapeutics, Inc. (JANX) Cullinan Management, Inc. (CGEM) Pyxis Oncology, Inc. (PYXS) Crinetics Pharmaceuticals, Inc. (CRNX) BioAtla, Inc. (BCAB) Vir Biotechnology, Inc. Common Stock (VIR) ALX Oncology Holdings Inc (ALXO) BioAge Labs, Inc. (BIOA) Avidity Biosciences, Inc. (RNA) Bristol-Myers Squibb Co (BMY) uniQure N.V. (QURE) Day One Biopharmaceuticals, Inc. (DAWN) Regeneron Pharmaceuticals Inc (REGN) Invivyd, Inc. (IVVD) Nuvation Bio Inc. (NUVB) Iovance Biotherapeutics, Inc. Common Stock (IOVA) ImmunityBio, Inc. Common Stock (IBRX) Evommune, Inc. (EVMN) Abivax SA (ABVX) Wave Life Sciences Ltd. Ordinary Shares (WVE) Terns Pharmaceuticals, Inc. (TERN) SPDR GOLD ETF (GLD) Ventyx Biosciences, Inc. (VTYX) Fractyl Health, Inc. (GUTS) Bolt Biotherapeutics, Inc. (BOLT) Jade Biosciences, Inc. (JBIO) Oruka Therapeutics, Inc. Common Stock (ORKA) Merus N.V. Common Shares (MRUS) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Eli Lilly and Company (LLY) Apogee Therapeutics, Inc. (APGE) Corcept Therapeutics Inc. (CORT) Nurix Therapeutics, Inc. (NRIX) CG Oncology, Inc. (CGON) Blueprint Medicines Corporation (BPMC) IDEAYA Biosciences, Inc. Common Stock (IDYA) Barinthus Biotherapeutics plc. (BRNS) Cidara Therapeutics, Inc. (CDTX)

Top Social Posts

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

"@pawcio2009 remind me who picked $Alxo in #biopick2026 $ALXO Director acquires $5 million dollars at open market Catalyst: Phase [--] interim data Q3 -Evorpacept + trastuzumab - (ASPEN-09-Breast) HER2-positive metastatic breast cancer Phase [--] 1H [----] ALX2004 Solid Tumors $XBI $IBB https://t.co/m1ID3Ym3kJ $ALXO Director acquires $5 million dollars at open market Catalyst: Phase [--] interim data Q3 -Evorpacept + trastuzumab - (ASPEN-09-Breast) HER2-positive metastatic breast cancer Phase [--] 1H [----] ALX2004 Solid Tumors $XBI $IBB https://t.co/m1ID3Ym3kJ"
X Link 2026-02-04T22:17Z [---] followers, [---] engagements

"@JoseRestonVA @monaco_biotech @idalopirdine I started buying $evmn when you highlighted it Strong call"
X Link 2026-02-10T14:09Z [---] followers, [---] engagements

"Everyone here talking bout $abvx $wve $fulc $tern and im just adding $ctmx"
X Link 2025-12-10T13:21Z [---] followers, [----] engagements

"$pyxs downtrending. any ideas about data"
X Link 2025-12-17T15:42Z [---] followers, [----] engagements

"I put a lot of my fun money in biotech stocks like $ctmx $nuvl $kura $crnx but my long term holdings and family investments are in ETFs muni bonds and materials like $gld and $slv - shocked/concerned by how well $slv in particular has done this year"
X Link 2025-12-26T23:22Z [---] followers, [----] engagements

"I picked $alxo because its about as close to $1 a share I could find with some data due mid year on their egfr adc. I own no shares. My money is on $ctmx $pali $bioa $grce $cgem $kura and $crnx this year. Preliminary #biopick2026 starting lineup in the link below if you see any mistakes let me know. The information was copied from your entries so should be good. Ill update for stars by Monday and release official version. Enjoy and good luck 🤞 https://t.co/jVU4pyjj52 Preliminary #biopick2026 starting lineup in the link below if you see any mistakes let me know. The information was copied"
X Link 2026-01-03T21:14Z [---] followers, [----] engagements

"Was just thinking about selling my small (recent) positions in $bioa and $vtyx to buy the $pali dip but I think Ill hold onto them a little longer"
X Link 2026-01-06T21:54Z [---] followers, [---] engagements

"Anyone have any good publicly traded in vivo cart companies"
X Link 2026-01-15T11:54Z [---] followers, [---] engagements

"Someone is spilling out their $guts today"
X Link 2026-01-29T13:45Z [---] followers, [---] engagements

"Is $eikn tlr agonist better than $bolt"
X Link 2026-02-14T20:39Z [---] followers, [---] engagements

"@monaco_biotech @jeremyj0916 @tuduni90782 $grce is interesting. I was just talking with some icu nurses and physicians and they would love to have iv nimodipine available"
X Link 2025-10-03T15:06Z [---] followers, [---] engagements

"@PersimmonTI Too early for a buy out $ctmx needs to cook more"
X Link 2025-10-05T17:09Z [---] followers, [---] engagements

"@fakepharmabro You dont like $jbio"
X Link 2025-10-07T11:03Z [---] followers, [---] engagements

"@JoseRestonVA @Sanctuary_Bio Imagine if $nuvl goes and then I can put my $nuvl earnings into $rna"
X Link 2025-10-09T17:36Z [---] followers, [---] engagements

"@semodough Would not short epcam. If their only asset was the masked interferon itd be different but epcam looks pretty legit $ctmx"
X Link 2025-10-10T01:57Z [---] followers, [---] engagements

"@DmitryKovalchuk @jfais20 @JoseRestonVA This is why I invested in $orka"
X Link 2025-10-10T11:50Z [---] followers, [---] engagements

"@AaronRosenblum5 @TheBiotechBear Maybe $mrus would combine well with $ctmx"
X Link 2025-10-13T23:00Z [---] followers, [---] engagements

"@PersimmonTI I thought $radx looked interesting and started buying a small position a few weeks ago. Will continue to add on dips"
X Link 2025-10-15T11:21Z [---] followers, [---] engagements

"@seedy19tron Come to $ctmx plenty of room to run"
X Link 2025-10-17T12:20Z [---] followers, [---] engagements

"@JoseRestonVA @A_May_MD Time to double up on $ctmx"
X Link 2025-10-17T16:58Z [---] followers, [---] engagements

"@Amylucio2009 @1 $ctmx gave up on that agent. Having a hard time seeing this update as that exciting. $bcab should wait until the data is more mature to present"
X Link 2025-10-19T23:04Z [---] followers, [---] engagements

"@AIxGLP1 @Amylucio2009 @1 Thats what im saying. Not that exciting. Lets see data when theyve dosed [--] patients"
X Link 2025-10-20T01:13Z [---] followers, [--] engagements

"$nuvl $ctmx"
X Link 2025-10-20T18:13Z [---] followers, [---] engagements

"@badinvestor99 @jfais20 @RinoTrollCat $nuvl going head to head against alectinib and is almost certainly going to replace lorlatinib - anywhere between 6-9 billion seems reasonable to me. I plan to exit around 110-120 if it gets there"
X Link 2025-10-22T02:11Z [---] followers, [---] engagements

"$acrs started buying a few weeks ago when comparing valuations @JoseRestonVA @Banana_Oncology @TOWiU2 @NotJanetYellen7 @A_May_MD @unicornbiotech @sleepydragon01 Which might make the case for a company like $acrs @JoseRestonVA @Banana_Oncology @TOWiU2 @NotJanetYellen7 @A_May_MD @unicornbiotech @sleepydragon01 Which might make the case for a company like $acrs"
X Link 2025-10-22T02:14Z [---] followers, [---] engagements

"@badinvestor99 @jfais20 @RinoTrollCat And lorlatinib does [---] million but will likely encroach on alectinib as it is being moved to first line. $Nuvl has a better agent so overtime one would expect it gets moved up to first line and replaces lorlatinib when patients already on alectinib progress"
X Link 2025-10-22T14:23Z [---] followers, [---] engagements

"@badinvestor99 @jfais20 @RinoTrollCat Moving forward if you go with the assumption that $nuvl will continue to have strong data (always a big if with any drug). it is reasonable to expect that their agent would replace lorlatinib in the second line setting and if they have better OS than alectinib"
X Link 2025-10-22T14:54Z [---] followers, [---] engagements

"@badinvestor99 @jfais20 @RinoTrollCat They will become the preferred agent for patients starting out treatment. Alectinib could continue to do 2+ billion a year in revenue for a very long time but in the long run $nuvl will capture a large share of the market and definitely replace lorlatinib"
X Link 2025-10-22T14:56Z [---] followers, [---] engagements

"@badinvestor99 @jfais20 @RinoTrollCat Yeah I mean Im looking for the right moment to exit. Feel like it really shouldnt go that much higher but wouldnt be surprised if someone overpaid for a buyout. If they are planning to go it alone they will need to develop more drugs to sustain this valuation"
X Link 2025-10-22T15:48Z [---] followers, [--] engagements

"@badinvestor99 @jfais20 @RinoTrollCat Kinda funny how much $bmy paid for $tptx ehh"
X Link 2025-10-22T17:40Z [---] followers, [---] engagements

"@CloisterRes Would be worth looking at $acrs which has interesting assets but is undervalued compared to these"
X Link 2025-10-24T13:09Z [---] followers, [---] engagements

"@john_hersc79276 @PersimmonTI $nuvl isnt about ROS1 anymore its ALK"
X Link 2025-10-25T13:26Z [---] followers, [---] engagements

"@PickingMyOwn @seedy19tron @mickeychiku $Ctmx could easily replace front line therapy for colorectal cancer since rates of diarrhea are similar but there is no neutropenia associated with CX-2051. It's a high risk stock because we need more data but that will be here soon"
X Link 2025-10-30T12:58Z [---] followers, [---] engagements

"Started to sell my $nuvl position yesterday at $100 after holding from $8. Also sold my $rna position. Looking for companies to reallocate too. Currently adding to $ctmx $pali $tngx $pyxs $crnx $qure $acrs $vir $grce- anyone have any other good recs"
X Link 2025-10-31T13:42Z [---] followers, [----] engagements

"@Anonym64382296 @tarrikzaid @A_May_MD I like the cd19 agents (and have been long $cgem for a while although concerned). Its such a competitive space tho"
X Link 2025-10-31T18:27Z [---] followers, [---] engagements

"@PikaCapital Well this seems like a great opportunity to enter $qure today what an embarrassment by the FDA"
X Link 2025-11-03T12:26Z [---] followers, [---] engagements

"@RNAiAnalyst @DesertDweller93 @A_May_MD @avidresearch Guys stop fighting and just invest in $ctmx"
X Link 2025-11-04T18:07Z [---] followers, [---] engagements

"$bhvn never touched it - am interested in their trop [--] agent but will need to see what happens here"
X Link 2025-11-05T01:54Z [---] followers, [---] engagements

"@seedy19tron Why $crbp over $ctmx Everyone has a nectin agent"
X Link 2025-11-06T11:07Z [---] followers, [---] engagements

"@monaco_biotech @semodough Profit taking Folks were expecting more from earnings This is a hold through q1 [----] and may add on dips below $3.5 $ctmx"
X Link 2025-11-07T12:52Z [---] followers, [---] engagements

"@DickMedChem It went up a lot over the past few weeks and in fact the entire year. A lot of the valuation will be determined in q1 of [----] when they release data so unless theres some new adverse event we are chilling with random price fluctuations over the next [--] months $ctmx"
X Link 2025-11-07T16:24Z [---] followers, [---] engagements

"Intriguing and great science - lets hope this translates to responses $ctmx https://cytomx.com/wp-content/uploads/SITC2025_CX801-final_1.pdf https://cytomx.com/wp-content/uploads/SITC2025_CX801-final_1.pdf"
X Link 2025-11-08T23:12Z [---] followers, 11.1K engagements

"@Andre_AGTC $ctmx has a great pipeline"
X Link 2025-11-08T23:19Z [---] followers, [---] engagements

"@Andre_AGTC Seems like next catalyst is going to be updated combo interferon and pd1 data Not sure if itll be in May tho"
X Link 2025-11-09T02:35Z [---] followers, [---] engagements

"@Andre_AGTC My mind was on $ctmx but I actually meant to say $ctmx has a great pipeline and Ive been adding"
X Link 2025-11-09T02:35Z [---] followers, [---] engagements

"This makes literally no sense BREAKING: Trump has announced a $2000 payment to most Americans funded by U.S. tariff revenues. BREAKING: Trump has announced a $2000 payment to most Americans funded by U.S. tariff revenues"
X Link 2025-11-09T15:46Z [---] followers, [---] engagements

"@GermanBiotech @JacobPlieth I think $dawn is overpaying here"
X Link 2025-11-13T12:21Z [---] followers, [---] engagements

"RT @ByMadeleineA: Found the full label. $KURA's Komzifti doesn't have a black box warning for QTc just differentiation syndrome. $SNDX's h"
X Link 2025-11-13T15:46Z [---] followers, [--] engagements

"@semodough Good adc companies are too expensive for $dawn"
X Link 2025-11-13T16:25Z [---] followers, [---] engagements

"@semodough TAM of hep D is maybe $1billion a year Would prefer to see positive data from their TCEs"
X Link 2025-11-15T15:20Z [---] followers, [---] engagements

"@adamfeuerstein How is this different from mabs that $regn and $vir made previously that stopped working Whats $ivvd special sauce"
X Link 2025-11-15T19:44Z [---] followers, [---] engagements

"RT @realDonaldTrump: Obama keeps namedropping Bill Clinton-- he is no Bill Clinton"
X Link 2025-11-16T21:40Z [---] followers, [----] engagements

"@moninvestor $ctmx if data hits in q1 its a 1-2 billion dollar company minimum"
X Link 2025-11-16T22:20Z [---] followers, [---] engagements

"RT @BioStocks: $NUVL Announces Positive Topline Pivotal Data from ALKOVE-1 Clinical Trial of Neladalkib for TKI Pre-treated Patients with A"
X Link 2025-11-17T11:46Z [---] followers, [--] engagements

"@AaronRosenblum5 @JacobPlieth This is in patients who have progressed in lorlatinib. Lots of mutations not related to ALK in this patient population. I like this company a lot but I sold some more at $110 $nuvl"
X Link 2025-11-18T02:12Z [---] followers, [---] engagements

"@jeromeleonard5 @BioTechTraderSD I got sucked into this a while ago $bcab. Crazy how many times they have overpromised and under delivered. Either they come back or I sell for a loss to offset my tax burden"
X Link 2025-11-19T13:19Z [---] followers, [---] engagements

"@BioValues @biopharmacaster Ive been waiting for the deal to materialize"
X Link 2025-11-19T17:00Z [---] followers, [--] engagements

"@BlaseBio Seems like $nuvb now has more than ros1 @jfais20 everyone knows at this point that ros1 isnt that big a market here and that $bmy overpaid for $tptx"
X Link 2025-11-19T20:25Z [---] followers, [---] engagements

"@AaronRosenblum5 @MysteriousMole1 Listening to this now. Would love to seem them hold onto [----] without partnering for as long as possible. If their interferon data looks good in combo with keytruda I cant imagine Merck letting them stay public and independent"
X Link 2025-11-21T02:06Z [---] followers, [---] engagements

"@jfais20 Do you think $nuvb is really running up on ros1 or do you think it has to do with rest of pipeline"
X Link 2025-11-21T22:52Z [---] followers, [---] engagements

"@JoseRestonVA @monaco_biotech Crazy how the tables have turned on $janx- will have to see what happens with $vir and $ctmx"
X Link 2025-12-01T23:30Z [---] followers, [----] engagements

"@JusticeforB_MD @JoseRestonVA @monaco_biotech The nice thing is they are completely different modalities. Theres always a risk. $janx was trading at more than 3x the size of $cmtx this am"
X Link 2025-12-01T23:45Z [---] followers, [---] engagements

"@AaronRosenblum5 @MysteriousMole1 @bingbingbom I'm really not that worried about the diarrhea (maybe that will bite me in the ass in the future). Most CRC drugs cause diarrhea as do many approved ADCs. I like that there are much lower rates of neutropenia"
X Link 2025-12-02T14:55Z [---] followers, [---] engagements

"@MysteriousMole1 @Heatlamp11 I really dont think $janx and $ctmx should trade together at this point"
X Link 2025-12-03T17:26Z [---] followers, [---] engagements

"@uchi_wawa @MysteriousMole1 @Heatlamp11 Presumably $ctmx will replace lonsurf and be paired with Bev. No neutropenia with $ctmx"
X Link 2025-12-04T01:54Z [---] followers, [---] engagements

"@ApexOnco This gets me excited again about $cgem. Would be amazing if patients could avoid chemo or just pair this with aza/ven"
X Link 2025-12-09T15:31Z [---] followers, [---] engagements

"@AaronRosenblum5 @fbjb816 Loading up. Lets lock in"
X Link 2025-12-10T13:58Z [---] followers, [---] engagements

"@AaronRosenblum5 @fbjb816 One of these adc cos has to hit $pyxs $ctmx"
X Link 2025-12-10T14:00Z [---] followers, [---] engagements

"@Banana_Oncology @DueDoctor Eli Lilly r&d obviously"
X Link 2025-12-10T18:24Z [---] followers, [---] engagements

"@financebully @_Biotech_iQ Im just gonna continue to buy both cos. I like $kura FTI as well"
X Link 2025-12-11T11:52Z [---] followers, [---] engagements

"@pawcio2009 I picked a real shitco here. Would have done $pali or $ctmx but my goal is to pick something everyone has given up on and hope they surprise"
X Link 2025-12-29T21:54Z [---] followers, [----] engagements

"@JaredSleeper Totally neglecting the Hudson valley here"
X Link 2026-01-03T12:34Z [---] followers, [---] engagements

"@JaredSleeper 30-40 minutes from Tarrytown to midtown Manhattan. Same amount of time as from parts of Brooklyn and queens to midtown"
X Link 2026-01-03T14:42Z [---] followers, [---] engagements

"@JaredSleeper To clarify I meant lower Hudson valley (Hastings Dobbs ferry Irvington Ardsley Tarrytown sleepy hollow). Some of the best villages with great communities and schools. Plus $regn headquarters are in Tarrytown"
X Link 2026-01-03T14:44Z [---] followers, [---] engagements

"@pawcio2009 I gave up on $IOVA a while ago"
X Link 2026-01-03T19:44Z [---] followers, [---] engagements

"@JoseRestonVA Im waiting to see when they plan to release data. In my view they should be in the low 10s and if data holds up could go much higher"
X Link 2026-01-16T18:15Z [---] followers, [---] engagements

"@pawcio2009 @Maximus_Holla Yeah but I dont trust $ibrx and this approval in Saudi Arabia is very questionable. But if the stock goes up the stock goes up"
X Link 2026-01-17T12:50Z [---] followers, [---] engagements

"@A_May_MD @alc2022 $ibrx is so sketch"
X Link 2026-01-18T22:53Z [---] followers, [---] engagements

"@mtheory11bio @pawcio2009 And $ctmx"
X Link 2026-01-20T15:03Z [---] followers, [---] engagements

"@JoseRestonVA If $ctmx data holds up it will become a significantly larger portion of your portfolio. Given that youre holding $nktr and $apge have you considered $acrs - big focus on tslp IL-4 and ITK/jak3"
X Link 2025-09-16T05:31Z [---] followers, [----] engagements

"RT @buccocapital: [--] year mortgages. More stimulus checks. We are never going to fix our problems in a structural root-cause way. We are i"
X Link 2025-11-09T14:35Z [---] followers, [---] engagements

"@seedy19tron Wish they hadnt bought $mrsn"
X Link 2026-01-12T12:07Z [---] followers, [---] engagements

"@tarrikzaid @Andre_AGTC Does it specifically have to do with cushings patients Presumably we would have seen that liver tox with ovarian. I have no position in $cort but find the ovarian data intriguing"
X Link 2026-01-30T12:19Z [---] followers, [---] engagements

"UBS picks with a lot of my favs $cgem $iova $nuvl $janx $nrix $idya $syndx $cgon $catx $bpmc @Andre_AGTC @monaco_biotech"
X Link 2024-10-25T20:00Z [---] followers, 24.1K engagements

"@JoseRestonVA @pawcio2009 @seedy19tron @A_May_MD @tricoloredeel $brns looks interesting - mTor inhibitor plus gluten antigens for celiac with data soon"
X Link 2025-07-27T13:02Z [---] followers, [---] engagements

"$cmmb hemorrhaging - this whole working towards a deal thing is giving shades of $bcab"
X Link 2025-09-15T17:08Z [---] followers, [----] engagements

"@DickMedChem Why is $janx being compared to $alec"
X Link 2025-10-23T16:33Z [---] followers, [---] engagements

"@Banana_Oncology @DueDoctor Ha or maybe hes wrapping up a deal for $nuvl"
X Link 2025-12-10T18:29Z [---] followers, [---] engagements

"Is this confirmed $nuvl I can't see $NUVL on the #Jefferies25 London agenda so I presume they pulled out. I can't see $NUVL on the #Jefferies25 London agenda so I presume they pulled out"
X Link 2025-11-19T13:10Z [---] followers, [----] engagements

"@AaronRosenblum5 Hmmm maybe Ill sell half my position but Ive seen so many companies delay or fluctuate based on expectations and then come out positive. My position here is much smaller than $ctmx or $nuvl so I am ok taking an L"
X Link 2025-12-17T16:50Z [---] followers, [---] engagements

"Gonna use this account to tweet about interesting biotech companies that are changing the field of medicine First company that I find particularly interesting is $nuvl. Nuvalent is a highly specialized small molecule developing next generation tyrosine kinase inhibitors"
X Link 2023-04-03T01:35Z [---] followers, [----] engagements

"How do we know that using $ivvd wont just result in another variant $CDTX $IVVD People are stretching the comparison. CD388 is built on a conserved flu NA pocket with a real resistance barrier while IVVD is still tied to a COVID spike epitope that can get blindsided by one ugly variant cycle. $CDTX $IVVD People are stretching the comparison. CD388 is built on a conserved flu NA pocket with a real resistance barrier while IVVD is still tied to a COVID spike epitope that can get blindsided by one ugly variant cycle"
X Link 2025-11-15T19:45Z [---] followers, [----] engagements

"Sold some more $nuvl today. Continuing to slowly add to $ctmx (no news for this drop) still looking to build new positions. Hit me with your thoughts"
X Link 2025-11-17T19:50Z [---] followers, [---] engagements

"I still see it on $nuvl website for 1pm est"
X Link 2025-11-19T13:23Z [---] followers, [---] engagements

"RT @Birdyword:"
X Link 2025-12-06T13:26Z [---] followers, [---] engagements

"$ctmx I might be crazy but every time this sells off from a high I just buy a couple more shares. My average is now in the mid $2s as a result"
X Link 2026-01-08T14:56Z [---] followers, [---] engagements

"$ctmx - continuing to hold but waiting to see when data release is set. Probably will sell my principal right before data if it keeps going"
X Link 2026-01-16T16:20Z [---] followers, [----] engagements

"Going to start casually selling 2.5-5% of my $ctmx position weekly until the end of q1. Plan to hold at least 50% of current position through data but need to also take some profit"
X Link 2026-02-02T21:48Z [---] followers, [----] engagements

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