@realguenel Avatar @realguenel Eray

Eray posts on X about dyor, $crvs, $sprb, $nktr the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [--] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 35.14% stocks 27.03% luxury brands 2.7% technology brands 2.7% countries 2.7% currencies 2.7%

Social topic influence dyor #256, $crvs #12, $sprb #4, $nktr #28, $abvx 8.11%, imo 8.11%, $slno 8.11%, $rgnx #5, bit 5.41%, loose #550

Top accounts mentioned or mentioned by @aggregategains @seedy19tron @tradingsssss @threadanddoc @davidmiedz @jlucer53 @seedy19trons @zachweinberg @epochswing @taintslapp12283 @artemisconsort @anthonydibs @zoomyzoomm @michaeljburry @reset121125 @florostheodore @emuconspiracy

Top assets mentioned Spruce Biosciences, Inc. (SPRB) Abivax SA (ABVX) Soleno Therapeutics, Inc. Common Stock (SLNO) Alphabet Inc Class A (GOOGL) Sarepta Therapeutics, Inc. (SRPT) Revolution Medicines, Inc. (RVMD) Eli Lilly and Company (LLY) AstraZeneca PLC (AZN) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO)

Top Social Posts

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

"$RGNX IMO BSID-III felt a bit loose for neuronopathic vs attenuated given MPS2 population heterogeneity (likely a key CRL factor). arguably should be [---] to [----] SD. IMO $SPRB better positioned on the other CRL concerns (biomarker specificity & NH comparability). NFA & DYOR"
X Link 2026-02-10T09:22Z [--] followers, [----] engagements

"just personal takes and thoughts not financial advice please dyor. 1/ looking at the $NKTR vs $CRVS comps some arguments come across as overstated personally. a few thoughts"
X Link 2026-02-13T15:11Z [--] followers, [---] engagements

"@aggregategains again fair points but after @seedy19tron's breakdown and I do agree with some points like the commercial window the hype has settled imo. i feel like some portion of the over-excitement is priced out now"
X Link 2026-02-13T17:11Z [--] followers, [---] engagements

"$SPRB GKCA passed both chambers. PRV program extended to [----]. Deadline risk eliminated for TA-ERT. Nice de-risking event imo. Not financial advice"
X Link 2026-02-04T04:48Z [--] followers, [----] engagements

"$ABVX re-it Kelly Criterion analysis @ $112 Assumptions: 65% no buyout $90 (Entyvio-like standalone) 25% mid buyout $200 (La Lettre rumors) 10% high-end $275 (blockbuster potential) offers nice MoS imo NFA/DYOR"
X Link 2026-02-05T19:51Z [--] followers, [----] engagements

"5/ another argument raised is that we are chemically inducing ITK deficiency. i think arguing that the drug is highly dangerous based solely on genetic ITK deficiency is a scientific over-extrapolation. while IL-2 gets the positive benefit of the doubt"
X Link 2026-02-13T15:11Z [--] followers, [---] engagements

"RT @zachweinberg: Having worked in tech pharma and biotech this is clear abuse of what is supposed to be an exception only when there are"
X Link 2026-02-06T22:19Z [--] followers, [--] engagements

"6/ no point in abandoning objectivity just because you're long $NKTR. imo given the bempeg history the managements successful prior exits at $CRVS and arguably soquelitinibs cleaner uvp (oral injection) $NKTR warrants more skepticism"
X Link 2026-02-13T15:11Z [--] followers, [---] engagements

"@aggregategains lmao turkish regulations are tough man. I don't wanna get fucked over a simple joke lol"
X Link 2026-02-13T16:16Z [--] followers, [---] engagements

"all this biotech shit got me tist call me down jones"
X Link 2026-02-13T19:16Z [--] followers, [--] engagements

"RT @EpochSwing: CNPV = CRL Now Please vouchers"
X Link 2026-02-13T20:44Z [--] followers, [--] engagements

"7/ interesting setup for both. no positions in either name currently. considering rezpeg's BLA in [----] Id favor focusing my $CRVS thesis if it trades at a more reasonable valuation"
X Link 2026-02-13T15:11Z [--] followers, [---] engagements

"interestingly $RGNX's own Phase I/II for older MPS II patients (NCT04571970) already used the stricter [----] SD (77) cutoff. $RGNX used [----] SD (77) in dose-finding and older children study (NCT04571970) then loosened to [---] SD (85) for the pivotal. correct me if wrong. $RGNX IMO BSID-III felt a bit loose for neuronopathic vs attenuated given MPS2 population heterogeneity (likely a key CRL factor). arguably should be [---] to [----] SD. IMO $SPRB better positioned on the other CRL concerns (biomarker specificity & NH comparability). NFA & DYOR https://t.co/cwpvyJmMA6 $RGNX IMO BSID-III felt a bit"
X Link 2026-02-10T09:31Z [--] followers, [---] engagements

"@aggregategains all fair points I am bullish on $NKTR. i just didn't like the $CRVS slander to glorify rezpeg. KOL's and science looks exciting. oh one point just look into responder bias enrichment in their clinic design always good to falsify yourself. wish you nothing but lovely profits"
X Link 2026-02-13T16:46Z [--] followers, [---] engagements

"@tradingsssss @aggregategains @seedy19tron thanks for the thoughtful reply sorry for the late reply on a tough schedule - thinking similar things but more conservative. requires stricter background check to be confident imo"
X Link 2026-02-15T12:22Z [--] followers, [--] engagements

"@tradingsssss @aggregategains @seedy19tron what I'm saying is it's a good falsification question - valuation science projecty feeling - but w/ pure ITK deficiency and historical safety arguments in the $nktr $crvs peer review $crvs is getting the oldest son treatment while $nktr gets the youngest son treatment imo lol"
X Link 2026-02-15T12:23Z [--] followers, [---] engagements

"you can mitigate it via risk management strats. the real question is how close it trades to its cash value especially for single asset companies RR wise. VaR was off for $CAPR shorts. Never short binary biotechs into data. That is my rule. Never FOMO. The RR is never there Best case +80% worst case -600% and destroy your account. I repeat RR is never there. Never short binary biotechs into data. That is my rule. Never FOMO. The RR is never there Best case +80% worst case -600% and destroy your account. I repeat RR is never there"
X Link 2025-12-03T17:21Z [--] followers, [---] engagements

"@Taintslapp12283 just stop please my pa is bleeding you monster lol"
X Link 2025-12-03T17:22Z [--] followers, [--] engagements

"@threadanddoc we are going to celebrate with hennessy. word"
X Link 2025-12-03T18:37Z [--] followers, [---] engagements

"$SPRB status-quo check: using Vimizim & Naglazyme peak ranges as orphan ERT comps for a floor rNPV sensitivity base. The asymmetry vs. current share price is wild (imho). Not financial advice do your own research"
X Link 2025-12-06T14:00Z [--] followers, [----] engagements

"@ArtemisConsort anomie increases the likelihood of crime; when collective consciousness weakens conditions like Omert emerge and rising alienation further contributes to criminal behavior"
X Link 2025-12-08T19:54Z [--] followers, [--] engagements

"@threadanddoc told ya. @threadanddoc [---] waves reveal pls"
X Link 2025-12-10T13:17Z [--] followers, [--] engagements

"@AnthonyDiBs @zoomyzoomm common mistake seigniorage isnt the optimal solution to deflation. the real problem is money velocity not how much money exists. fiscal stimulus works better than abstract liquidity. if thats the play they clearly dont know how to fix it"
X Link 2025-12-14T05:27Z [--] followers, [--] engagements

"$GOOG was my first investment thesis in 2HCY24. Back then almost everyone was questioning Googles AI strategy whether it was behind in the AI race or losing its moat. Funny how the tables have turned lol. NFA. DYOR. So I bought over $1M in Google today Kinda crazy but also not so crazy I've been the biggest Google hater for years it was completely mismanaged destroyed by politics and lack of any leadership fumbled inventing Transformers etc. Then Sergey returned and suddenly Google is https://t.co/739wVi5sEn So I bought over $1M in Google today Kinda crazy but also not so crazy I've been the"
X Link 2025-12-18T11:25Z [--] followers, [---] engagements

"$SLNO - agree with @davidmiedz. IMO new ER formulation or heterogenous PWS patients may increase edema risk (quick take not deep dive). maybe Weber effect Too many counterpoints - personal pass. NFA & DYOR GL to @seedy19tron and all - thanks for the great report"
X Link 2026-01-05T10:51Z [--] followers, [----] engagements

"This kind of posts started to PMTFO. That $17T figure is pure resource potential. Extracting and selling that oil requires massive infrastructure capex and political stabilitywhich as far as I know they currently lack. Still its a potential for the mid-term tho. NFA. @michaeljburry Venezuelas crude oil reserves alone could be worth over $17 trillion at current prices. More than the GDP of every country except the U.S. and China. https://t.co/cuVgCKVwgW @michaeljburry Venezuelas crude oil reserves alone could be worth over $17 trillion at current prices. More than the GDP of every country"
X Link 2026-01-05T12:11Z [--] followers, [---] engagements

"I wouldnt even wish a New Year like $SRPT [----] on my enemies. In the first week of [----] it stopped pricing in just PMO and started to price in some ELEVIDYS potential as well. Though part of the move is also $ARWR-driven. Some could argue 20-25 is still only PMO range NFA"
X Link 2026-01-06T15:12Z [--] followers, [---] engagements

"$RVMD I personally did not take a position due to personal reasons. Congrats to all RevMed holders especially in light of the acquisition rumors. Hopefully my work from 10/21/2025 can still be of some use even though I didn't have the chance to iterate on it further NFA & DYOR"
X Link 2026-01-07T21:01Z [--] followers, [---] engagements

"https://www.reuters.com/business/healthcare-pharmaceuticals/abivax-shares-soar-23-media-report-reignites-ma-chatter-2026-01-12/ $ABVX *FRENCH FINANCE MINISTRY: NO CONTACT WITH ELI LILLY ON ABIVAX https://www.reuters.com/business/healthcare-pharmaceuticals/abivax-shares-soar-23-media-report-reignites-ma-chatter-2026-01-12/ $ABVX *FRENCH FINANCE MINISTRY: NO CONTACT WITH ELI LILLY ON ABIVAX"
X Link 2026-01-12T18:22Z [--] followers, [---] engagements

"$MGTX IMHO current levels offer a relative margin of safety and pass the asymmetric disproof lens. Even if Im wrong I dont see this as a wrong big setup. Visuals give a good overviewif it catches your eye DYODD. Im just espresso. NFA"
X Link 2026-01-09T11:54Z [--] followers, [---] engagements

"Pharmacovigilance update for $SLNO Total exposure is similar between formulations. If there are additional PK or PD differences I may have overlooked them. Most likely the observed differences are due to the Weber effect and/or heterogeneity in the PWS patient population. NFA $SLNO - agree with @davidmiedz. IMO new ER formulation or heterogenous PWS patients may increase edema risk (quick take not deep dive). maybe Weber effect Too many counterpoints - personal pass. NFA & DYOR GL to @seedy19tron and all - thanks for the great report. https://t.co/2MBnLzULHY $SLNO - agree with @davidmiedz."
X Link 2026-01-10T14:36Z [--] followers, [---] engagements

"So now $AZN is apparently interested in $ABVX too these rumours are turning into a complete shitfest I love it lol. https://www.lalettre.fr/fr/entreprises_sante/2026/01/20/rachat-d-abivax--le-britannique-astrazeneca-defie-l-americain-eli-lilly110606336-art https://www.lalettre.fr/fr/entreprises_sante/2026/01/20/rachat-d-abivax--le-britannique-astrazeneca-defie-l-americain-eli-lilly110606336-art"
X Link 2026-01-20T11:45Z [--] followers, [---] engagements

"$SLNO imo 4% QoQ increase in AE discontinuation could be due to early titration. Hope mgmt provides granularity on timing in next ER call. NFA & DYOR"
X Link 2026-01-21T16:43Z [--] followers, [---] engagements

"$CRVS - put this together on a chill sunday listening to unreleased yeat. here are my statistical findings on the AA distribution claim. maybe it'll help someone (very interesting tho pattern looks odd). No position. GL to both parties. DYOR & NFA. Love y'all xx"
X Link 2026-01-25T14:28Z [--] followers, [----] engagements

"this excel model fetishism is getting out of hand. i build models too but for downside mapping and margin of safety - to know how wrong i can be. pretending you can pinpoint fair value P/E based on tgr assumptions when you don't know what happens tomorrow is peak false precision. P/Es are meaningless Unless you understand ROIC-WACC and Earnings Growth https://t.co/tEnipvfxV3 P/Es are meaningless Unless you understand ROIC-WACC and Earnings Growth https://t.co/tEnipvfxV3"
X Link 2026-01-29T17:41Z [--] followers, [--] engagements

"@Reset121125 @jlucer53 government shutdown deadline spending bill --- GKCA"
X Link 2026-02-05T22:35Z [--] followers, [--] engagements

"$HIMS $NVO how the tables have turned"
X Link 2026-02-06T01:32Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing