@outremer511 Gear

Gear posts on X about $pgen, $ivvd, in the, $rvmd the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

• [--] Week [---] +0.54%
• [--] Month [-----] -73%
• [--] Months [------] +124%
• [--] Year [------] +154%

Mentions: [--] #

• [--] Months [--] +3.60%
• [--] Year [--] +5.60%

Followers: [---] #

• [--] Week [---] no change
• [--] Month [---] +1.90%
• [--] Months [---] +22%
• [--] Year [---] +46%

CreatorRank: undefined #

Social Influence

Social category influence stocks 19% finance 9% countries 2% cryptocurrencies 1% us election 1% social networks 1% technology brands 1%

Social topic influence $pgen 13%, $ivvd #6, in the 7%, $rvmd 5%, $qure 5%, this is 4%, $imvt 4%, $grce 4%, $ikt 3%, $bmy 3%

Top accounts mentioned or mentioned by @grok @kevinlmak @truetrueike @stockcharts808 @meremrtl @desertdweller93 @rihardjarc @mtheory11bio @oncinvestor @jw929204 @mark748779211 @appalachiaridge @pharmdca @amlivemon @finnishcp @suuuuupercoo1 @rnaianalyst @amaymd @augurbio @glbeaty

Top assets mentioned Invivyd, Inc. (IVVD) Revolution Medicines, Inc. (RVMD) uniQure N.V. (QURE) Immunovant, Inc. Common Stock (IMVT) Inhibikase Therapeutics, Inc. (IKT) Bristol-Myers Squibb Co (BMY) Abivax SA (ABVX) Viking Therapeutics, Inc (VKTX) BridgeBio Pharma, Inc. Common Stock (BBIO) Sarepta Therapeutics, Inc. (SRPT) Cidara Therapeutics, Inc. (CDTX) Merck & Co., Inc. (MRK) Upstream Bio, Inc. (UPB) Intel Corporation (INTC) CG Oncology, Inc. (CGON) Summit Therapeutics Inc. Common Stock (SMMT) The GEO Group, Inc. (GEO) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Immunogen Inc (IMGN) Pfizer, Inc. (PFE) Mosaic Co (MOS) Interactive Brokers Group, Inc. (IBKR) Intellia Therapeutics, Inc (NTLA)

Top Social Posts

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

"$GOSS - $IKT are in an entangled state. Money will flow one way or another at decoherence. Im on the sidelines on this trade"
X Link 2025-12-25T16:06Z [---] followers, [---] engagements

"In the long-term the ph3 setup for $IKT is maximally risky in my view. Theres a real advantage to having good ph2 data to mull over. That said the ph3 data wont be available until 2029"
X Link 2025-12-25T16:17Z [---] followers, [---] engagements

"THIS is what $IVVD should be working on not chasing random celebrities"
X Link 2026-01-23T19:54Z [---] followers, [---] engagements

"@grok Thanks @grok"
X Link 2026-01-28T18:52Z [---] followers, [--] engagements

"I keep waiting for the measles outbreak to tail off but its not. This is the great multiplier for $IVVD. They need to execute. $IVVD Pemgarda surprise or measles program update could spike share price. Surprised after $CDTX takeover by $MRK nobody has taken a run at them for cheap $IVVD Pemgarda surprise or measles program update could spike share price. Surprised after $CDTX takeover by $MRK nobody has taken a run at them for cheap"
X Link 2026-01-31T20:38Z [---] followers, [---] engagements

"I think the entire country is sleepwalking through the #measles outbreak. Even a progressive place like California is failing at this. $IVVD cannot update their measles Ab program soon enough"
X Link 2026-01-14T15:10Z [---] followers, [---] engagements

"Heres my bull/bear case for $ACHV. What am I missing specifically on the bear side Bull Nice cessation data using CIs. Fewer side effects than Chantix. Vaping cessation play. National Priority Voucher for vaping. Microcap MC $0.239B. $52MM assets $18MM liabilities. Burn $14MM per Q. Founder & CEO Stewart [--] prior exits. PDUFA June [----]. Bear Efficacy similar to Chantix which is generic. Going concern language in the ks. Mathematically this seems like most other small biotechs but I am not totally sure. Lots of capital raises are likely in the future. Claims patent protection until 2040."
X Link 2026-01-28T18:00Z [---] followers, [---] engagements

"Why is $UPB down so much"
X Link 2026-02-14T14:30Z [---] followers, [---] engagements

"The really tough thing for 2L PDAC is that an ORR of mid-high teens in a trials setting is just not that surprising. Heres a wonderful overview. https://www.cancertreatmentreviews.com/article/S0305-7372(22)00178-5/pdf https://www.cancertreatmentreviews.com/article/S0305-7372(22)00178-5/pdf"
X Link 2024-07-16T03:22Z [---] followers, [--] engagements

"Theres a decent chance that in a trials setting ORR of SOC could be in the mid teens or 7.7%. Doubtful the proposed study from $RVMD is powered to measure separation of mid teens vs low 20s. N is too small"
X Link 2024-07-16T03:22Z [---] followers, [---] engagements

"The cynical degenerate trader in me can never completely ignore insider selling like this in a company without a PE ratio. Plus the MC of $RVMD is $7.5 B (yikes). Yea I know about 10b5-1"
X Link 2024-07-16T03:22Z [---] followers, [---] engagements

"@RihardJarc Did $INTC leadership somehow reclassify themselves as biotech"
X Link 2024-08-08T20:15Z [---] followers, [---] engagements

"Pyx-201 ph1 trial enrollment enriched [--] tumor types among the five toughest targets out there. Remarkably bold. $PYXS is swinging for the fences here (baseball metaphor)"
X Link 2024-08-16T13:36Z [---] followers, [---] engagements

"To anyone following my posts on $PYXS: Theres huge upside / downside risk based on phase [--] data due in the fall. That said a strong signal in any of the enrichment groups would likely boost market cap; a strong signal in PDAC would be legend-making"
X Link 2024-08-21T18:05Z [---] followers, [---] engagements

"Someone please: 1) explain to me the $8.4B valuation of $RVMD and 2) n=460 ph3 trial"
X Link 2024-10-12T01:06Z [---] followers, [---] engagements

"A question for anyone interested in $ATYR: Why are baseline FVC measurements dissimilar between groups See the left graph in the fig below. Error bars are +/- SD per methods section. https://www.ncbi.nlm.nih.gov/core/lw/2.0/html/tileshop_pmc/tileshop_pmc_inline.htmltitle=Click%20on%20image%20to%20zoom&p=PMC3&id=10258437_gr2.jpg https://www.ncbi.nlm.nih.gov/core/lw/2.0/html/tileshop_pmc/tileshop_pmc_inline.htmltitle=Click%20on%20image%20to%20zoom&p=PMC3&id=10258437_gr2.jpg"
X Link 2024-10-12T18:53Z [---] followers, [---] engagements

"Full study link: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10258437/ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10258437/"
X Link 2024-10-12T18:55Z [---] followers, [---] engagements

"Ive been meditating on the tragedy of $BLUE. The outcome here - Grade 4/5 AEs discoverable only through extended phase [--] (post-marketing) surveillance is the worst outcome I can think of for the patients and for gene therapy at large"
X Link 2024-10-12T19:06Z [---] followers, [--] engagements

"Think of how much this negatively impacts the development of the tech. The FDA small developers all become gun-shy. How could large pharmaceutical enthusiastically acquire small companies The financial risk is unbelievable"
X Link 2024-10-12T19:06Z [---] followers, [--] engagements

"$LIFE became $ATYR in June 2024"
X Link 2024-10-12T19:25Z [---] followers, [---] engagements

"Whats the residual value of $TSVT Current market cap $0.26B. R&D and pipeline ops have been sold for parts leaving Abecma. Odd mid-quarter guidance on revs (below). Assets $0.52B liabilities $0.28B equity $0.23B from last 10q"
X Link 2024-10-15T01:15Z [---] followers, [---] engagements

"I cant quite sort out the gritty details of the $BMY (BMS) collaboration on Abecma. Seems like currently profits (losses mostly so far) are shared equally between the two. If the agreement is terminated by $TSVT residual royalties are mid single digits-to-low teens"
X Link 2024-10-15T02:43Z [---] followers, [---] engagements

"@stockcharts808 I think its at least that possibly more. There are enough companies w/ CAR-T in-house that could easily bolt-on Abemca to their other holdings eg $BMY/$CELG/$JUNO $GILD/$KITE &c"
X Link 2024-10-15T21:21Z [---] followers, [---] engagements

"@stockcharts808 I think $BMY is the obvious contender. I cant get ahold of all the details of the preexisting deal between $TSVT and $BMY to fully understand if a deal could happen with someone else"
X Link 2024-10-15T21:40Z [---] followers, [---] engagements

"@mtheory11bio @oncinvestor Yep. Valuation is quite low at $0.2 B. As a comparison $RVMDs lead asset has phase [--] PDAC data with an ORR of 27% and a company valuation of $8.4 B. Also for $PYXS I think their secondary program Siglec [--] provides a modicum of support against zeroing out if PYX-201 fails"
X Link 2024-10-17T01:07Z [---] followers, [---] engagements

"$CGON: how many shares does the CEO own"
X Link 2024-10-20T18:27Z [---] followers, [---] engagements

"@jw929204 Thats an excellent question. The CEO has repeatedly stated that the decision to enrich in the [--] types above was driven by observations made within the trial itself specifically the desire to drill into promising signals to enroll enough patients to get to an ORR"
X Link 2024-10-20T21:38Z [---] followers, [---] engagements

"@Mark748779211 $SMMT is a real head-scratcher for me as well but I am happy for those who are long from $2 basis. No position in any of these at the moment"
X Link 2024-10-21T01:07Z [---] followers, [---] engagements

"Question about $RVMD: The ph1 update today focuses on KRAS G12x. Where is the updated ORR for the full dataset This is relevant because the ph3 RASolute trial of RMC-6235 will enroll patients w/ 12x and G13x and Q61x and WT. https://ir.revmed.com/news-releases/news-release-details/revolution-medicines-presents-updated-data-rmc-6236-monotherapy https://ir.revmed.com/news-releases/news-release-details/revolution-medicines-presents-updated-data-rmc-6236-monotherapy"
X Link 2024-10-24T02:26Z [---] followers, [---] engagements

"Weve been long $GEO for quite a while now. Outside our usual area of expertise but the upside has been crystal clear for at least a year. Hard assets are 3x market cap. Irrespective of whomever wins in November in my view $GEO is a solutions-provider to border issues"
X Link 2024-10-28T22:00Z [---] followers, [---] engagements

"Today was a good educational day for the $VKTX consensus bulls about how things are often priced in. This is doubly true for data presented at academic conferences and investor days. $VKTX may still go to the moon but its in a fragile position given the landscape"
X Link 2024-11-04T22:12Z [---] followers, [---] engagements

"$GEO upward. Is this result specific to Trump Weve been long for the last year or so based on the solidness of their business hard assets 3x value of market cap and the believe that it wouldnt matter who wins the election. That last assumption may have been wrong"
X Link 2024-11-06T19:17Z [---] followers, [---] engagements

"Ive lost track of the tickers that have all blown up in bioland in the last few weeks. But seriously it seems marginally insane to be involved in this space at all. Even when things go well - $BBIO - the upside is way too small. And when things go poorly well watch out $KROS"
X Link 2024-12-12T22:56Z [---] followers, [----] engagements

"The situation with $SRPT epitomizes how the FDAs liberal approval process has fundamentally harmed the small cap biotech market. In hindsight Janet Wooodcocks desire to maintain capitalization of $SRPT during the Exondys51 fiasco was the top"
X Link 2025-06-15T22:35Z [---] followers, [----] engagements

"$ABVX impressive all the more so considering the new MOA. One of our concentrated positions"
X Link 2025-07-22T21:13Z [---] followers, [---] engagements

"https://ir.abivax.com/news-releases/news-release-details/abivax-announces-positive-phase-3-results-both-abtect-8-week https://ir.abivax.com/news-releases/news-release-details/abivax-announces-positive-phase-3-results-both-abtect-8-week"
X Link 2025-07-22T21:15Z [---] followers, [---] engagements

"September [--] is the last day of summer $IMVT"
X Link 2025-07-30T00:22Z [---] followers, [---] engagements

"Question for any $IMVT bulls or bears: what happens to batoclimab at the next update"
X Link 2025-07-31T20:10Z [---] followers, [---] engagements

"$IMVT patent data for IMVT-1402"
X Link 2025-08-01T01:06Z [---] followers, [---] engagements

"$IMVT is focusing on [----] and has signaled they are de-emphasizing [----] (Batoclimab) although [----] will have completed [--] phase [--] trials. These plots from the uspto database show approximate equipoise in terms of IgG concentration between [----] and [----] but"
X Link 2025-08-01T01:06Z [---] followers, [---] engagements

"Surprisingly light volume in my opinion $FNMA $FMCC"
X Link 2025-08-01T16:28Z [---] followers, [----] engagements

"With this approval $PGEN is now a commercial company. The median rev estimates Ive seen for [----] weigh in at about $100MM more or less. https://investors.precigen.com/news-releases/news-release-details/precigen-announces-full-fda-approval-papzimeos-zopapogene https://investors.precigen.com/news-releases/news-release-details/precigen-announces-full-fda-approval-papzimeos-zopapogene"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"On the last 10q the COGS were about $1MM per Q. That number will undoubtedly rise for commercial scale production. The good news is that the therapy is not customized to specific patients (cf $IOVA) so the peak COGS during commercialization should be manageable"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"All that leads me to estimate - very roughly - a PE of [--] for [----] for $PGEN. Id invite corrections here of my maths from anyone out there. This kind if PE is impossible in this sector for anyone unfamiliar"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"A few years ago we plowed capital into $IMGN after making a similar set of calculations. They had just released their q1 sales data for their new product which when annualized gave them a PE of about [--]. At the time I thought that sort of PE was impossible"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"This is how that story ended. https://news.abbvie.com/2024-02-12-AbbVie-Completes-Acquisition-of-ImmunoGen https://news.abbvie.com/2024-02-12-AbbVie-Completes-Acquisition-of-ImmunoGen"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"The FDAs own statement about the $PGEN approval is something to behold. The FDA wants to lay down a marker here. https://www.fda.gov/news-events/press-announcements/fda-approves-first-immunotherapy-recurrent-respiratory-papillomatosis https://www.fda.gov/news-events/press-announcements/fda-approves-first-immunotherapy-recurrent-respiratory-papillomatosis"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"RRP is generally thought of as a rare disease with a TAM of 27k in US and 125k ex-US. Thats about half the TAM for DMD by comparison. But in this case $PGEN has a fully approved therapy with a substantial CR rate at [--] years. And its the only one"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"Part of the reason I want someone to knock down my bull thesis on $PGEN is that I know substantially more about RRP than the median biotech investor. That is my bias here. In my other job I work clinically with patients with RRP"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"And RRP is a pretty crappy thing to have. Frequent trips to the OR is the main modality of control. Super expensive and painful after they wake up. Imagine someone shooting a laser at your throat from the inside. Thats literally the treatment over and over again forever"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"And that fact leads me to suspect that payors will jump to pay for $PGEN s new therapy. Sprint in fact"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"So in conclusion I would absolutely love for someone to knock down my bull thesis on $PGEN"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"@AppalachiaRidge Thats a fair point. Im thinking about this from the perspective of an oncological therapy. The CR rate looks exceptional from that viewpoint. From other viewpoints perhaps not so much. Although Id point out that other gene therapy products are not 100% curative"
X Link 2025-08-17T13:20Z [---] followers, [--] engagements

"A note about pricing. Apparently a full course is $460k more than I expected. Ignoring discounts that means $PGEN needs to treat roughly [---] patients in [----] to get to $100MM revenue. Although RRP is technically a rare disease [---] represents about 0.8% of TAM (218/27000)"
X Link 2025-08-18T21:20Z [---] followers, [---] engagements

"which should be eminently doable I would think. The full approval and deletion of the need for a confirmatory trial dramatically reduces research spend for $PGEN. All-in-all the numbers look really good at this point as always Id welcome the counter-argument"
X Link 2025-08-18T21:22Z [---] followers, [---] engagements

"Also I think payors will be generally enthusiastic about this therapy. The repeated surgeries necessary to treat this condition are extremely expensive over the long term. $PGEN"
X Link 2025-08-18T21:24Z [---] followers, [---] engagements

"Anyone interested in next gen glp1 drugs needs to read this. Its [--] pages and basically explains what happened today to $VKTX. Think of how different today would have been if this was the first glp1 in development. https://web-assets.bcg.com/img-src/What_Matters_Most_Biopharma_tcm9-95831.pdf https://web-assets.bcg.com/img-src/What_Matters_Most_Biopharma_tcm9-95831.pdf"
X Link 2025-08-20T02:12Z [---] followers, [---] engagements

"Its a pretty good day - irrespective of final outcome - when you learn youre out ahead of Point72. To add to the confluence of events for $IVVD Point72 took an 8% position in Q2. https://t.co/99a3ZdImEC To add to the confluence of events for $IVVD Point72 took an 8% position in Q2. https://t.co/99a3ZdImEC"
X Link 2025-08-28T21:54Z [---] followers, [---] engagements

"The subway system in Singapore is immaculate 100% on time and smells like fresh bread in some parts because of the bakeries. These people need to try Asian public transport systems These people need to try Asian public transport systems"
X Link 2025-10-13T20:34Z [---] followers, [---] engagements

"PDAC is such a shitty disease. I hope I am thoroughly wrong on everything I posted above. Disclosure: I am not long and certainly not short"
X Link 2024-07-16T03:22Z [---] followers, [---] engagements

"@Pharmdca Serious question not trying to inflame: how do the data from $PFE fit into your thinking on $SLDB"
X Link 2025-01-27T23:16Z [---] followers, [---] engagements

"Id love to see a more detailed explanation of the bear case for $PGEN. When I look at the capital structure it looks similar to many others Ive seen in this sector. Dev stage small cap bios sometimes have to make Faustian bargains $pgen - short at $2.80. Investors dont understand the preferred and huge warrants. $pgen - short at $2.80. Investors dont understand the preferred and huge warrants"
X Link 2025-08-16T19:16Z [---] followers, [----] engagements

"which includes warrants and the like. Back when $SVB was a going concern they would write pawn shop-style loans at confiscatory rates collateralized by IP. These $PGEN warrants are an order of magnitude less concerning but pls convince me otherwise. https://investors.precigen.com/news-releases/news-release-details/precigen-announces-790-million-private-placement-offering https://investors.precigen.com/news-releases/news-release-details/precigen-announces-790-million-private-placement-offering"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"Whats really surprising with $PGEN and totally unexpected (at least by me) is the full unconditional approval. I guess they are just going to cancel the confirmatory trial that they were planning on doing(). Can anyone point me to a similar situation with the FDA"
X Link 2025-08-16T19:16Z [---] followers, [---] engagements

"Were long $IVVD. The main counterargument to the company is the issue of rapid resistance. $IVVD s counterargument to that is MEME. Conceptually I think this like the flu vaccine- needs updating every year. Is this wrong Will this actually work with antibodies"
X Link 2025-11-16T19:53Z [---] followers, [----] engagements

"@meremrtl Great post - I want to know why this wont work:"
X Link 2025-11-17T15:16Z [---] followers, [--] engagements

"This news about measles is not good but we might get an accelerated look at what MEME is actually capable of. $IVVD. https://www.nytimes.com/2025/11/17/health/measles-us-elimination-status-outbreaks.html https://www.nytimes.com/2025/11/17/health/measles-us-elimination-status-outbreaks.html"
X Link 2025-11-18T04:48Z [---] followers, [----] engagements

"Funny story: last time @amlivemon began tweeting about $MOS was at a relative low in share price a few years ago. I looked a the numbers decided to go long. We made bank and exited in a timely way. Nice smooth journey upward. Im really liking $MOS for end of [----]. Im really liking $MOS for end of 2026"
X Link 2025-11-21T20:50Z [---] followers, [---] engagements

"Fun to revisit old threads: based on the subsequent data releases from $RVMD its time to update my priors and mea culpa. My previous analysis (based on [----] data) was an overly pessimistic. Ph3 read outs are going to be amazing to see likely a W"
X Link 2025-12-11T18:40Z [---] followers, [---] engagements

"Any $IVVD watchers know the status of the companys measles antibody They guided an update by EoY at a recent cc. The whole world seems to be sleepwalking on this"
X Link 2025-12-22T19:11Z [---] followers, [---] engagements

"@finnishcp If $GOSS hits I think its lights out for $IKT so I agree. If I were long $GOSS I would seriously consider long $IKT a hedge should be plenty of time to exit the trade before their ph3 data are out"
X Link 2025-12-25T16:19Z [---] followers, [---] engagements

"@suuuuuperCoo1 Great thread. At the last CC $IVVD guided for additional information on their measles program by EoY. Any insights on that"
X Link 2025-12-27T22:32Z [---] followers, [---] engagements

"We started our journey in [----] registered at the state level US-based. Focused on exceptional small-cap opportunities mostly long as we try to be tax-efficient. Once we hit regulatory size will probably finally pay for a Twitter account as well"
X Link 2025-12-28T19:17Z [---] followers, [--] engagements

"Let me echo @KevinLMak on $IBKR as well. If youre trying to bootstrap a fund thats the best place to start. Absolutely no question"
X Link 2025-12-28T19:22Z [---] followers, [--] engagements

"Im not going to enter the scrum between @RNAiAnalyst and @A_May_MD on $NTLA other than to point out how much Hys law violators will generally reduce M&A interest. Id like to see a list of successful M&A of drugs with that specific baggage. $ntla potentially great news from the tolebrutinib CRL: FDA allowed trial to continue following Hy's law and death after Co implemented weekly liver enzyme monitoring (though in the end that strategy failed for tolebrutinib). In addition FDA will be open for Intellia making https://t.co/Tq3hOs8rdE $ntla potentially great news from the tolebrutinib CRL: FDA"
X Link 2025-12-28T19:35Z [---] followers, [----] engagements

"The longer this $ABVX horse & pony show goes on the happier I am. Every day we are one step closer to maintenance data and one step closer to long-term cap gains. We havent yet reached a point yet where 0.85*(MC) + (MC) = fair value. The $ABVX acquisition bubble popped. For now. There is no corporate lawyer on the planet Earth who would allow Abivaxs CEO to participate in this Jan. [--] event if a deal was imminent. Does this mean Abivax will never be acquired Of course not. https://t.co/vkqa0jLj8W The $ABVX acquisition bubble popped. For now. There is no corporate lawyer on the planet Earth who"
X Link 2025-12-30T16:32Z [---] followers, [---] engagements

"Thats the best-case scenario for $GRCE. Add to that a reduced rate () of severe hypotension the potential for greater clinician convenience better clinical outcomes () and a niche but under-penetrated market. Gentlemen we may have a blockbuster on our hands. 5/x"
X Link 2026-01-03T22:02Z [---] followers, [--] engagements

"Couple all this with $GRCE $50 MM market cap. Its genuinely hard to argue against the BULL bet assuming the drug gets approval. On approval I do believe the MC will re-price upward substantially at least in the near-term. 6/x"
X Link 2026-01-03T22:02Z [---] followers, [--] engagements

"@augurbio makes a really good BEAR case for $QURE and it almost convinces me. If AMT-130 truly had no effect how would that manifest in the trial data Conversely can we follow the clinical effect of AMT-130 in the trial data without too many leaps of faith My answers to both those questions skew in favor of AMT-130. AMT-130 is a gene therapy working in a small part of the brain. Id expect a relatively slow effect on clinical and laboratory CSF parameters which is what we see in the data. There appears to be a dose effect. The natural history comparator is about as high-quality a data set as I"
X Link 2026-01-17T00:23Z [---] followers, [---] engagements

"mHTT is everywhere in the brain its the striatum and deep brain areas that are unusually sensitive to the toxic effects. Lumbar IT injections of tominersen are generally fighting the prevailing current of CSF (which is from the ventricles downward). Did the trial data from tomi assess specific target effects in the striatum"
X Link 2026-01-18T17:46Z [---] followers, [---] engagements

"@TrueTrueIke I agree- this is the crux of my lingering concerns about $QURE. Selective omissions in the public dataset can paint a very different picture from what the FDA has access to"
X Link 2026-01-18T18:11Z [---] followers, [---] engagements

"@DesertDweller93 @TrueTrueIke I can buy that argument but were long so obviously biased"
X Link 2026-01-18T18:20Z [---] followers, [---] engagements

"@DesertDweller93 @TrueTrueIke I am long $QURE. So I am biased"
X Link 2026-01-18T18:30Z [---] followers, [---] engagements

"$GRCE BULL / BEAR mega-thread. Im posting this for fun not because we have a position. I honestly cannot decide which side of this bet to take but I am leaning BULL at least in the short-term. 1/x"
X Link 2026-01-03T22:02Z [---] followers, [---] engagements

"This is the key thing that is likely to differentiate the long-term commercial prospects for IV nimotop from other successful IV endeavors like IV Tylenol. 24/x"
X Link 2026-01-03T22:02Z [---] followers, [---] engagements

"Ill end with an important maxim: BEARS sound smart but BULLS make money. The BEAR argument about IV acetaminophen was quite compelling at the time but was also quite wrong. That maxim may proven again by $GRCE 25/x"
X Link 2026-01-03T22:02Z [---] followers, [---] engagements

"This is a good overview of the $QURE situation. I keep wondering how much of the FDAs stance is part of the legacy of $SRPT"
X Link 2026-01-09T21:40Z [---] followers, [----] engagements

"https://www.biospace.com/meet-the-powerful-woman-behind-the-scenes-of-sarepta-s-dmd-drug-approval https://www.biospace.com/meet-the-powerful-woman-behind-the-scenes-of-sarepta-s-dmd-drug-approval"
X Link 2026-01-09T21:40Z [---] followers, [---] engagements

"Id be genuinely interested to hear @KevinLMak contrast this strategy with the opposite approach for example Berkshire. Allowing positions to scale upward essentially without limit. &c. Rebalancing without new information is unintuitive and mathematically correct. It feels wrong to sell your winners and add to your losers. But when done properly it converts volatility from a tax into a source of return by systematically buying whats fallen and trimming whats Rebalancing without new information is unintuitive and mathematically correct. It feels wrong to sell your winners and add to your"
X Link 2026-01-15T03:24Z [---] followers, 10.1K engagements

"I waste a fair amount of time looking over 13Fs trying to reconstruct how various funds conduct business looking for new tickers new ideas. &c. I became interested in Creek Drive Cap once they began posting about tickers I know extremely well eg $ABVX $QURE $BBIO and others. Creek Drive appears to have a relatively unique approach compared to some other more familiar biotech funds specifically with respect to rebalancing. I couldnt find the 13Fs for Creek Drive although I didnt spend that much time looking. In any event the waterfall plot in their investor letter gives some clues about basis."
X Link 2026-01-16T14:29Z [---] followers, [----] engagements

"@grok is bullish on FDA approval: The probability that ACHV (Achieve Life Sciences) gains FDA approval for cytisinicline (also referred to as cytisine/cytisinicline) as a treatment for nicotine dependence in smoking cessation appears high in the range of 70-90% based on available information as of late 2025/early [----] though no official approval has occurred yet and the final decision remains pending. ### Key Status and Timeline - Achieve Life Sciences submitted a New Drug Application (NDA) to the FDA in June [----]. - The FDA accepted the NDA for review in September"
X Link 2026-01-28T18:05Z [---] followers, [---] engagements

"@grok please summarize measles case counts in the United States"
X Link 2026-01-31T20:49Z [---] followers, [---] engagements

"Heres a minor @yachtworld mystery. For the trimaran pictured below why does the listing broker (or maybe yachtworld) change the price every day Does this drive traffic to the listing Confuse the algorithms Some sort of obscure numerology The boat has been for sale for [--] year. Its just not priced to the current market. $148573 on 1/26 $149557 on 1/27 $149612 on 1/28 $149394 on 1/29 $148495 on 1/30 $148172 on 1/31 $148163 on 2/1"
X Link 2026-02-01T17:05Z [---] followers, [---] engagements

"Broad range of possible outcomes here of course. But objectively I think this reduces the probability an extreme left-tail event. $PYXS https://ir.pyxisoncology.com/news-releases/news-release-details/pyxis-oncology-host-person-nyc-and-virtual-investor-event https://ir.pyxisoncology.com/news-releases/news-release-details/pyxis-oncology-host-person-nyc-and-virtual-investor-event"
X Link 2024-11-12T00:03Z [---] followers, [---] engagements

"Realistically what is the TAM for $PMVT US and ex-US. Serious question. Not long or short but their data are their market cap of $77MM in my view. https://ir.pmvpharma.com/news-releases/news-release-details/pmv-pharmaceuticals-announces-promising-rezatapopt-monotherapy https://ir.pmvpharma.com/news-releases/news-release-details/pmv-pharmaceuticals-announces-promising-rezatapopt-monotherapy"
X Link 2025-09-10T14:57Z [---] followers, [---] engagements

"Correction: $PMVP"
X Link 2025-09-10T15:16Z [---] followers, [---] engagements

"@meremrtl This concept - minimally evolved molecular entity- from the August [----] corporate deck is the core counterargument to concerns about rapid resistance. Not yet proven of course"
X Link 2025-11-16T18:25Z [---] followers, [--] engagements

"2 key numbers from the #measles outbreak in S.C.: Out of [---] confirmed cases [--] (2.3%) were fully vaccinated and [--] (3.4%) were fully or partly vaccinated. Those are in-line w/ [----] data. https://www.wyff4.com/article/walmart-measles-exposure-health-south-carolina/70024037 https://www.wyff4.com/article/walmart-measles-exposure-health-south-carolina/70024037"
X Link 2026-01-20T00:58Z [---] followers, [---] engagements

"https://investors.invivyd.com/news-releases/news-release-details/invivyd-announces-partnership-world-champion-skier-lindsey-vonn https://investors.invivyd.com/news-releases/news-release-details/invivyd-announces-partnership-world-champion-skier-lindsey-vonn"
X Link 2026-01-23T19:54Z [---] followers, [---] engagements

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