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@seedy19tron Seedy19

Seedy19 posts on X about $cdtx, $nktr, $srpt, $rna the most. They currently have XXXXX followers and 1045 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX -XX%
X Month XXXXXXX -XX%
X Months XXXXXXXXX +271%
X Year XXXXXXXXX +1,942%

Mentions: XX #

X Week XX -XXXX%
X Month XXX -XX%
X Months XXX +51%
X Year XXX +551%

Followers: XXXXX #

X Week XXXXX +2.70%
X Month XXXXX +22%
X Months XXXXX +337%
X Year XXXXX +738%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks #4114 cryptocurrencies finance social networks technology brands

Social topic influence $cdtx #2, $nktr #1, $srpt #39, $rna #4, $pali #3, $abvx #12, $slno #2, $lqda #4, $xbi #6, $bpmc #3

Top Social Posts #

Top posts by engagements in the last XX hours

"Boxer Capital Q4/24 (2/3): Unchanged (2/2): $olma $oric $prld $prta $pstx $rckt $rcus $rna $rvmd $sana $smmt $srrk $srznw $swtx $tern $thrd $til $xene $zntl $zura Decreased: $agle $apge $apls $bold $dbvt $itos $kymr $rlay $tyra"
X Link @seedy19tron 2025-02-15T11:48Z 8620 followers, 2597 engagements

"Adar X Q4 '24 (8/9): Closed (3/4): $inbs $ions $itci $iti $jspr $jwn $krys $kura $labd $lqda $lumo $masi $mck $mdgl $mirm $mist $mitk $mkdww $mrkr $mrvi $natl $ngne $ntla $nuvl $nvei $nvno $oaku $oklo $opch $orka $pcvx $pgru $phge $phvs"
X Link @seedy19tron 2025-02-15T11:24Z 8605 followers, 2191 engagements

"Idorsia $idia case definitely one $sage holders would want to avoid. Speaking of which I think Idorsia becomes insolvent end of next week anyone closely following their case and think they have a chance to stay afloat"
X Link @seedy19tron 2025-01-11T14:14Z 8621 followers, 1135 engagements

"Brief note to get everyone up to speed on the flurry of news you may have missed: $qure ripping because of a combination of comments by an HD KOL at a conference and valuation reset like we saw with other names that shot up very quickly whilst still having a substantial way to go. STILL. $pali funny some folk thought it was over or terming it some sort of pump. Its easy to prove the naysayers wrong when your intentions are pure. Point72 with a 6%+ stake AH. Expect a host of filings from other funds over the coming days. Ill say this again were early to the $pali story. Lastly incredibly"
X Link @seedy19tron 2025-10-07T23:10Z 8621 followers, 29.6K engagements

"Update added more $ovid under $1.7"
X Link @seedy19tron 2025-10-03T17:11Z 8621 followers, 6995 engagements

"@BlaseBio I see $nbix launch as a positive not a negative. Think your concerns have been priced into the stock thus its in the 20s today. Not for long though X handle and the X handle soon"
X Link @seedy19tron 2025-08-21T20:37Z 8591 followers, 1374 engagements

"🚨 new long idea and weekly recap $abvx $nktr $srpt **** **** Im actually really excited about this new pitch. Before I go into it please sub. Just kidding we dont do that here. Free alpha Recapping the last week you remember when I said $incy ceo comments reflect well on $nktr guess what one of the old $incy ceos (not the one that left in a bad taste) is on the $nktr board. So could be one to keep an eye out for. Then you also have the summary judgement coming in next week most likely and then the start of the trial is just weeks away. As my golf coach this week said trying to help me time"
X Link @seedy19tron 2025-08-21T18:22Z 8622 followers, 74.2K engagements

"Logos Global Q225 13F Recap: (1/3) New: $APLS (call) $ARVN $ARVN (call) $BCAX $BHVN $BIIB $CBIO $CDTX $IMCR $JADE $JAZZ $KRYS $LEGN $LRMR (call) $MTSR $NBIX $PRAX $RYTM $TEVA (call) $UNCY $VSTM $XBI (call) $XNCR"
X Link @seedy19tron 2025-08-16T19:06Z 8622 followers, 3698 engagements

"Bezgod adding to $TRML position last quarter and Avoro being the largest shareholders"
X Link @seedy19tron 2025-09-10T01:30Z 8616 followers, 9613 engagements

"Not long enough $pali if you liked $EQ youll really like $pali cant believe it went under the radar on UC data a few days ago. Raise today alleviates the cash concerns. So I bought some. Full disclosure my average is $XXXX so know the risk but I think it could go crazy from here. We are in that type of market right now"
X Link @seedy19tron 2025-10-01T14:03Z 8621 followers, 37.3K engagements

"Ikarian Capital Q225 13F Recap: (3/8) Increased: $DCTH $DYN $FULC $GERN $INSM $MLTX (put) $PCVX $PRAX $RARE (call) $RARE (put) $SLNO (put) $SRPT $VKTX $VKTX (call) $VRNA Unchanged: $ABOS $AMIX $ANEB $APLS $ARCT $CMMB $DRUG $EVAX $IBIO $IMUX $INBX $JANX"
X Link @seedy19tron 2025-08-16T19:00Z 8605 followers, 1847 engagements

"$slno long idea (as promised): $slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged X and older. For those unfamiliar with PWS its a rare genetic disorder characterized by insatiable hunger obesity and high mortality risk from comorbidities. PWS affects 1:15000 live births (8000-12500 U.S. patients and 20000 in EU). VYKAT XR is an extended-release formulation of diazoxide choline a potassium channel activator reducing hyperphagia by modulating neuronal activity. Lets focus on the numbers that are"
X Link @seedy19tron 2025-10-03T16:55Z 8621 followers, 52.6K engagements

"$nktr There were fears that the cash burn at trial plus a possible negative outcome could weigh on stock price. I personally believe that the trial overhang has been a net negative for $nktr and it seems to finally be edging closer to going away. Itll be a long note but I will try to cover everything following this note after hours today: The Court is concerned that a jury trial may not be sustainable in current circumstances. Consequently to conserve jury and judicial resources and reduce the parties' expenditures the pretrial conference set for October XX 2025 and the jury trial set for"
X Link @seedy19tron 2025-10-14T22:36Z 8629 followers, 25.1K engagements

"We might be getting to the $immu x $gild levels of silly takeout valuation for $abvx at $20B and I dont see why not $5B peak sales 4x M&A multiple Garidel make it happen. h/t @jw929204 for making that point"
X Link @seedy19tron 2025-10-10T10:28Z 8624 followers, 20.6K engagements

"Vestal Point Q225 13F Recap: (2/3) Increased: $CYTK $DAWN $DNTH $FOLD $GEHC $GMED $LXEO $MLTX $NRIX $SRRK $VERA $VYGR $XENE $ZYME Unchanged: $APLT $ATRA $BDTX $CRNX $ENGN $FATE $MGNX $NUVL $OKUR $PASG $STRO $SVRA $TENX $VTYX"
X Link @seedy19tron 2025-08-16T19:52Z 8616 followers, 5514 engagements

"@bigpharmaguy $ocul 🚮"
X Link @seedy19tron 2025-10-06T15:49Z 8621 followers, 1927 engagements

"Casdin Q125 13F Recap: (1/2) New: $BGNE $DYN $HIMS $MAZE $SEPN $SLDB $TDOC $VSTM Increased: $BEAM $GERN $MRNA $RLAY $SNDX Unchanged: $ABSI $BPMC $CDXS $DNA $DNLI $GLUE $GPCR $KRON $NGNE $NTLA $RNA $RXRX $TNYA $TSVT $VCYT"
X Link @seedy19tron 2025-05-16T02:30Z 8620 followers, 2497 engagements

"@A_May_MD @Gabrielmendesnu @ShortsellerST 210m EV going to be another one of those told them so 🫠🫠🫠"
X Link @seedy19tron 2025-10-07T20:12Z 8620 followers, 1467 engagements

"(Corrected*) $abvx offering priced at $XX $650m (upsized) 10.2m shares Recent great data being rewarded comp: $IMGN offering $XXXX - X mon $XXXX +150% $RXDX offering $XXX - X mon $XXX +81%"
X Link @seedy19tron 2025-07-24T12:56Z 8593 followers, 34K engagements

"I went long $ovid under $X and will continue to do so. I really like it for the kcc2 asset actually. Data for that is not too far. Meg the ceo was a little bit too excited on LinkedIn earlier but shes awesome. Again I wouldnt long $ovid if I didnt believe in the multifold opportunity it has. One thing Ill say though is for months both publicly and privately Ive been pushing generalists to come round to biotech because I genuinely believe in our sector and the wonderful community weve built. And then without naming anyone there seems to be this push for all these warrants in these financing"
X Link @seedy19tron 2025-10-03T12:47Z 8591 followers, 22.2K engagements

"@A_May_MD Hidden @A_May_MD saying that with a straight face whilst flipping over to his Charles Schwab app few seconds later uncovering the remaining shares"
X Link @seedy19tron 2025-10-09T20:21Z 8623 followers, 2544 engagements

"@jw929204 @holdforwhat Low cash Roche data overhang OAI next month for $nvo $ctlt itll take at least a year"
X Link @seedy19tron 2025-09-23T11:26Z 8592 followers, XXX engagements

"$ovid long ( $cdtx next as soon as I get more time to finish) multi fold opportunity not being appreciated. So as Ive said earlier seems like folk already moved on from $ovid but sleeping on their KCC2 platform. This is the type of opportunity I like. So KCC2 platform alongside their OV329 asset ( GABAergic modulation ) $ovid holds about 5-10x additional value over the next few years from here. Their KCC2 activator platform targets epilepsy and psychosis. It is exclusively CNS-expressed - restores chloride homeostasis which differentiates it from SOC and requires minimal sedation. So theyre"
X Link @seedy19tron 2025-10-10T10:23Z 8621 followers, 19.6K engagements

"Squadron - small new fund out of Chicago. If you remember from last year they had the best YTD performance. Big winners have been $kalv $cogt and $rzlt this year. One to keep an eye on for the next few years"
X Link @seedy19tron 2025-08-20T00:38Z 8596 followers, 6333 engagements

"RIP 🦂 $slno $acad"
X Link @seedy19tron 2025-09-24T11:01Z 8606 followers, 9524 engagements

"$nktr $lly - govt shutdown argument (happy to be wrong) I found a few examples - All three court cases in the CNDC (California District Court). All three going ahead this month through their various stages either pre trial or trial just started one had a SJ ruling by Judge James Donato just last week. (This doesnt mean courts arent impacted by the shutdown but just take a step back for a second) Govt shutdown began Oct 1st right SJ ruling shouldve come last month for this case. But that too never came despite all the hearings and other relevant protocol (remember oral hearing was cancelled"
X Link @seedy19tron 2025-10-15T01:11Z 8629 followers, 16.9K engagements

"@Bionavgator $rytm (IMCIVREE/setmelanotide): Phase X enrolling (data YE25). Allows VYKAT combo. $aard (ARD-101): Phase X topline early 2026 combo-friendly too"
X Link @seedy19tron 2025-10-03T17:04Z 8621 followers, 2191 engagements

"Ikarian Capital Q225 13F Recap: (2/8) New (cont): $LYEL $LYRA $NAMS $NYXH $PCVX (call) $PRAX (call) $PRQR $QURE $QURE (call) $SLN $SNSE $SRPT (call) $VERA $VERA (call) $VYNE $WVE $ZYME $BHVN (call) Increased: $ALNY $APGE (put) $ARVN $CAPR (call) $CDTX"
X Link @seedy19tron 2025-08-16T19:00Z 8605 followers, 1444 engagements

"Vestal Point Capital LP Q225 13F Recap: (3/3) Decreased: $CDTX $DHR $DYN $GPCR $IMTX $KALV $NYXH $QURE $SLDB $TRAW $TYRA Closed: $ARCT $CNTA $ESTA $GLPG $IMVT $INSM $ITOS $KNSA $LQDA $RARE $SRPT $URGN"
X Link @seedy19tron 2025-08-16T19:52Z 8616 followers, 5603 engagements

"@houndcl Damn so youre telling me I should be longer $pali since its $1.4B less than what $morf was at this stage 🙄"
X Link @seedy19tron 2025-10-09T12:01Z 8591 followers, 2204 engagements

"@biodragonz Its not about conviction just one of those i thought should trade up on $uthr data. I still hold that view so I remain long"
X Link @seedy19tron 2025-09-17T11:40Z 8592 followers, XXX engagements

"@bio_clouseau Imagine the scenes if $lly buy $srpt lol"
X Link @seedy19tron 2025-10-07T18:33Z 8629 followers, 3122 engagements

"Whoever sold me $lqda this morning in the 28s thank you (Wish youd sold more 🫶) $uthr $mnkd $insm"
X Link @seedy19tron 2025-09-02T11:25Z 8591 followers, 13K engagements

"@a_a_free Dude its insane from Avoros last filing: Actual rumours: $slno $mltx $rna $ocul Buyouts: $bpmc $trml $etnb Deals: $glue Bezgod for a reason"
X Link @seedy19tron 2025-09-18T07:21Z 8627 followers, 3480 engagements

"Adar X Q4 '24 (9/9): Closed (4/4): $prgo $prtc $pwsc $qttb $rna $rvnc $sndx $swtx $syre $syrs $tars $tern $tgtx $th $tmtc $tmtcr $trip $trml $txg $uctt $vyne $vyx $wst $xair"
X Link @seedy19tron 2025-02-15T11:24Z 8605 followers, 2224 engagements

"@Bionavgator From a deal and company perspective $pali $eq"
X Link @seedy19tron 2025-10-03T07:43Z 8620 followers, 1106 engagements

"Earlier I mentioned $lly $nktr internal documents and emails If anyone wants to check - Exs. 15-18 XX 44-45 XX in trial brief references - Depositions (Kotzin Do Franke Zalevsky on data concerns) - JSC minutes (Ex X in Moorman Decl) Findings are as follows: - $lly purposely delayed ph2 for rezpeg in AtD. remember POC est in Sept '21 (ph1) and there was an agreement to start in Q1 2022. Now we know from the internal emails $lly schemed to "take it off later" and "hide the timelines" so $nktr "had no clue." - Internal docs also show they kept $nktr "in the dark" and celebrated delays - Also"
X Link @seedy19tron 2025-09-29T19:14Z 8622 followers, 121.6K engagements

"Quick brief $cdtx long thesis up next just need more time to finish it up. It is back in 3rd place as most liked. $slno I posted re this earlier. Today GS with a thorough note and initiate at Buy with a 12-month PT of $XXX Nothing we didnt already know but I think it is time to be mega long $slno I shall continue to add going into earnings all the way upto $XX. (Today I sold XX puts) Dont rule out M&A either. Heres the summary of the report: - Foundational treatment for PWS and blockbuster franchise - rapid penetration in the US market a long duration of treatment limited intermediate term"
X Link @seedy19tron 2025-10-07T13:59Z 8621 followers, 30.5K engagements

"Ikarian Q125 13F Recap: (8/11) Decreased: $RNAC $RZLT $SNSE $SRRK $SRRK(call) $SWTX $TARS $TGTX $TRAW $TYRA $VIGL Closed: $ABEO(call) $ACHL $AEON $AGLE $AKRO(put) $ALGS $ALT(call) $AMLX $AMGN(call) $ANAB(call) $ANAB(put) $ATXI $AXSM(call) $BCLI"
X Link @seedy19tron 2025-05-16T02:59Z 8595 followers, 1428 engagements

"My $nktr settlement scenarios. Settlement should: - solve the ph3 funding problem - cleaner story for potential acquirer - mgmt stronger position for partnership/ deal talks - higher floor - readthrough that Rezpeg is here to stay and $lly were wrong (which we already know but some folk still dont agree) - no more legal burden - lower cash burn"
X Link @seedy19tron 2025-09-29T16:32Z 8621 followers, 74.5K engagements

"@a_a_free If you want some M&A in your port then just mimic Avoro $bpmc $etnb $trml $mrus $akro ALL held prior to takeout and that is just since summer lol"
X Link @seedy19tron 2025-10-09T11:05Z 8606 followers, XXX engagements

"Boxer Capital Q4'24 (3/3): Closed: $argx $akro $bgne $cytk $fate $idya $ipsc $nktr $srpt $tara"
X Link @seedy19tron 2025-02-15T11:54Z 8620 followers, 2961 engagements

"@a_a_free Add $MRUS to this list Bezgodddddd"
X Link @seedy19tron 2025-09-29T12:40Z 8605 followers, 1098 engagements

"FWIW WSJ never misses ( $cytk was not a miss imo self sabotage on the finish line doesnt count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + X other big takeover maybe $cdtx + taco limit up. MAGICAL MONDAY 🙏 $xbi Also @Biotenic s Substack is the ONLY one I have a paid subscription for. So useful"
X Link @seedy19tron 2025-10-12T17:45Z 8621 followers, 29.1K engagements

"@jw929204 @holdforwhat Short it lol"
X Link @seedy19tron 2025-09-23T11:21Z 8592 followers, XXX engagements

"Logos Global Q225 13F Recap: (2/3) Increased: $ATXS $DYN $ELVN $ERAS $GPCR $IRON $RNA $RVMD $TRVI Unchanged: $AKRO $DSGN $IMVT $KROS $NUVB/WS $OLMA $RAPP"
X Link @seedy19tron 2025-08-16T19:06Z 8616 followers, 2912 engagements

"Time for the Weekly $abvx $nktr $cdtx $qure $slno $pali $zura $avtx $ovid $lqda BONUS: $ovid long thesis at the end $xbi $bbc would like to start with the biotech sector for any of you calling top and thinking of selling my read is that we ought to continue to keep buying aggressively. Like very aggressively. Yes there will be pullbacks but were still early. M&A is just warming up then Jefferies conf is not far. LPs and other stakeholders in our sector to gonna brag about their healthy returns on the thanksgiving table (alphaaa) and then seasonality suggests a rally into JPM conf where we see"
X Link @seedy19tron 2025-10-09T13:13Z 8621 followers, 30.8K engagements

"Avoro: They boast one of the best track records with M&A. $bpmc a position they were adding got bought out yet that month wasnt their best of the year. Probably went for another buyout with $akro buying it in the open market (their only add btw) despite owning $etnb but this isnt uncommon for them theyve had $rna and $dyn both on their books at the same time in the past too"
X Link @seedy19tron 2025-08-19T03:24Z 8620 followers, 12.8K engagements

"An incredible morning. Blessed and not long enough $abvx & $pali More on these two and others later today after close"
X Link @seedy19tron 2025-10-06T10:28Z 8597 followers, 13.6K engagements

"Weekly update $abvx $nktx $cdtx $srpt $lqda $mbx Pump -fade - accumulation - upping (hope we get a 2023 Q4 repeat) at least thats my read re biotech. Whilst todays cut was priced in X more instead of X cut definitely sets us up well for a strong Q4 in $xbi you could argue just the X cut in 2026 is scary but a lot could change by then. $abvx I would like to manage some expectations on this. But before that if youre wondering why stock lost its momentum it was the commercialisation talk in their corporate deck this seems to have spooked quick money M&A folk. I think its a good thing for the"
X Link @seedy19tron 2025-09-17T19:04Z 8592 followers, 1877 engagements

"Big pharma are shopping. So should we $xbi 🐂 $ptgx $jnj"
X Link @seedy19tron 2025-10-10T16:02Z 8621 followers, 7717 engagements

"Surreal 3k+ listened in Its nice to be able to give back. Ive genuinely loved the connections and friendships Ive built with individuals through this platform. @A_May_MD thank you for sharing your time and wisdom. ICYMI you can listen to the recordings below. Part X Part 2"
X Link @seedy19tron 2025-10-06T22:42Z 8620 followers, 40.4K engagements