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@plainyogurt21 Avatar @plainyogurt21 Adu Subramanian

Adu Subramanian posts on X about $fbrx, iv, $imcr, mum 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 stocks XXXX% finance XXXX% cryptocurrencies XXX%

Social topic influence $fbrx #1, iv #1244, $imcr 0.5%, mum 0.5%, market cap 0.5%, thesis 0.5%, os 0.5%, $spy 0.5%, $xbi 0.5%, $arkk XXX%

Top accounts mentioned or mentioned by @amaymd @houndcl @avidresearch @a_may_md @sanctuarybio @joserestonva @jfais20 @barry3252181 @ejliv850 @melvinriskmgmt @biotenic @seedy19tron @masonat7 @synapsesurfer @dmitrykovalchuk @persimmonti @ldbioinv @nociftw @synapse_surfer @eganpeltan

Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Bitcoin Incognito (XBI) ARK Innovation ETF (ARKK) Bitcoin (BTC) Pfizer, Inc. (PFE) Metsera, Inc. Common Stock (MTSR) Novo-Nordisk (NVO)

Top Social Posts #

Top posts by engagements in the last XX hours

"$IMCR 900M cash 1.6B market cap with 300M in sales for mUM. Long timelines for the melanoma trials but one to keep an eye on for next year. If the melanoma trial is positive on OS proves their thesis that response rate isnt the best metric for their platform"
X Link @plainyogurt21 2025-08-07T12:09Z 4877 followers, 4062 engagements

"$SPY: XX% $XBI: X% $ARKK: XX% $BTC: XX% Biotech remains and will always remain a stock pickers market. If you're feeling FOMO today or in the last few months just know these opportunities happen EVERY YEAR. OVER AND OVER. Nature of biotech"
X Link @plainyogurt21 2025-09-24T20:38Z 4877 followers, 6187 engagements

"Did $PFE see $MTSR VESPER data before acquisition"
X Link @plainyogurt21 2025-09-30T13:21Z 4877 followers, 4517 engagements

"@peter_mantas $nrix is there a specific reason you think better than beigene"
X Link @plainyogurt21 2025-10-03T10:39Z 4877 followers, XXX engagements

"$FBRX kinda cooked based on worse PK binding. (IV dosing)"
X Link @plainyogurt21 2025-10-14T20:47Z 4877 followers, 4747 engagements

"@PCM_bio @masonat7 @SnupSnus @PersimmonTI Oral PCSK9 only potential competition d/t eligibility constraints for Lp(a). Isolated LDL effects of PCSK9 and oral nature of obi. Oral drugs = PCP can use it easier. Selling point on AD matters for patients. (the number of pts who don't want lipitor cuz of 🧠 effects is odd)"
X Link @plainyogurt21 2025-10-14T22:30Z 4878 followers, XXX engagements

"@BayAreaBiotechI Here's the PK data I could find out there"
X Link @plainyogurt21 2025-10-15T02:58Z 4878 followers, XXX engagements

"$FBRX $ANAB Based on that PK data and teh IC50 data from the ANAB presentation here's the numbers I get for 3mg/kg Cmax 100ug/ML Ctrough 60ug/ML = 400nM IC90 = 300-1000nm for T cells (CD8 and CD4). This get's close on low dose. And the SC formulation in the Phase X study is up to XXX mg/kg (makes some sense due to volume limits in injections) Tha low dose is borderline the phase 2b. THe subcu dosing doesn't have MAD data on PK nor does it specifify dosing in the phase 2b. We can plug in whatever numbers and thats approximately true. I want to see more PK and PD data from them to be certain"
X Link @plainyogurt21 2025-10-15T03:32Z 4878 followers, 1584 engagements

"$NVO $FULC NDEC trial Over enrolled and completed July 2025. May see results ASh 2025 later this year"
X Link @plainyogurt21 2025-10-15T14:24Z 4878 followers, 1690 engagements

"@ldbioinv But $FBRX dosing is not SC. that's the issue. They are telling us they aren't potent enough by not lowering the dosing see the math in the comments"
X Link @plainyogurt21 2025-10-16T22:34Z 4877 followers, XXX engagements

"@ldbioinv But we KNOW head to head pre clin that potency works and that SC dose only goes up to 3mg/kg tested. And the tested doses are 5-10mg/kglikely not SC"
X Link @plainyogurt21 2025-10-16T23:42Z 4877 followers, XXX engagements

"@ldbioinv FBRX tested up to 3mg per kg SC dosing They are using 5mg per kg in phase X. Thus I think they are using IV dosing Agreed multiple players can win. But if you have two drugs equal time to market (granted FBRX ahead) and one is SC the other IV whats the share"
X Link @plainyogurt21 2025-10-17T01:44Z 4877 followers, XXX engagements

"@MartinShkreli @litcapital IB vs Buyside mentality More output = win in Banking Not true for anyone actually buying stocks So the value of doing more work is key for certain people"
X Link @plainyogurt21 2025-10-17T10:36Z 4878 followers, XXX engagements

"@anthonystaj @drsprs I still want to emphasize the FDA told them to submit with new data. They first agreed. Then they said they would submit without the additional data the FDA requested"
X Link @plainyogurt21 2025-10-19T01:13Z 4877 followers, XXX engagements

"@idalopirdine @SnupSnus @A_May_MD @anthonystaj nope there is uncertainty in the efficacy of any drug for a progressive condition. years pass and drug efficacy wanes. better to approve and pull off after 1-2 years. a restrictive FDA hinders innovation"
X Link @plainyogurt21 2025-10-19T20:26Z 4877 followers, XXX engagements

"@idalopirdine @SnupSnus @A_May_MD @anthonystaj I come back to this. The balance is not RCT for everything. REcruiting this type of trial and judging it is too difficult for the upfront investment. There's a reason we have AA. See HIV/AIDS epidemic"
X Link @plainyogurt21 2025-10-19T20:28Z 4877 followers, XXX engagements