@surferbackpack Avatar @surferbackpack Randall Ching

Randall Ching posts on X about $srpt, $sprb, $capr, major 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 50.49% finance 11.65% cryptocurrencies 0.97%

Social topic influence $srpt 40.78%, $sprb #2, $capr 7.77%, major 4.85%, $inmb 4.85%, $rgnx #5, $lrmr 3.88%, $avxl 2.91%, $bhvn 2.91%, this is 2.91%

Top accounts mentioned or mentioned by @brainymarsupial @jeremyj0916 @lqdabull1 @dashwend @golfnut48846224 @stockplaymaker1 @stocksavvyshay @sanctuarybio @sdallas76 @nflfantasy @stockchumpski @yaniruliel @sarwanjohn @iamjohnw @eagles @tickpick @benbsp @greatsehaj @xshakeshake @alansharp

Top assets mentioned Sarepta Therapeutics, Inc. (SRPT) Spruce Biosciences, Inc. (SPRB) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) D-Wave Quantum Inc. (QBTS) Soleno Therapeutics, Inc. Common Stock (SLNO) Catalyst Pharmaceutical Inc. (CPRX) Disc Medicine, Inc. Common Stock (IRON) Insmed, Inc. (INSM) Pyxis Oncology, Inc. (PYXS) Expion360, Inc. (XPON) Dyne Therapeutics, Inc. (DYN) Avidity Biosciences, Inc. (RNA) Pasithea Therapeutics Corp. (KTTA) BioMarin Pharmaceutical, Inc. (BMRN) Krystal Biotech, Inc. Common Stock (KRYS) Denali Therapeutics Inc. Common Stock (DNLI)

Top Social Posts

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

"@sdallas76 @NFLFantasy Diggs Thielen"
X Link 2023-11-02T18:41Z [---] followers, [--] engagements

"$SRPT a gamma trade now not a beta trade"
X Link 2025-06-16T09:42Z [---] followers, [----] engagements

"$SPRB added. I get $70 when pricing in equity raise after BLA is announced. Appears to be a good price right now. I dont have doubts about the science. Small concerns about manufacturing. Major questions about how much they raise after BLA filiing"
X Link 2026-02-05T20:59Z [---] followers, [----] engagements

"@BrainyMarsupial acquisition would be sweet of course im putting probability low given the confirmatory trial. my est. of raise needed for that trial is about 100million. EV rn without PRV is [--] million with PRV that goes to [---] mill. market rn pricing an equity raise likely after bla filed"
X Link 2026-02-05T21:26Z [---] followers, [---] engagements

"@BrainyMarsupial i have net asset value with PRV (@ $110M) BLA approval and a $75 million raise (1.25M shares at $60) at $89.3 per share. I have NPV at $731M then calculating FV I get $430 per share. So like 350-450 FV"
X Link 2026-02-06T00:22Z [---] followers, [---] engagements

"@BrainyMarsupial if i was a fund as well. i would wait for the raise to happen so they can size without slippage . spruce could also mess up the raise if they get desperate and do a 100m raise at $40 with warrants. i think spruce's sp has been more affected by beta over the past months"
X Link 2026-02-06T00:29Z [---] followers, [--] engagements

"$SPRB Superior on specificity compared to Denali's DNL-310. FDA's comments on DNL-310's use of Total CSF HS should be stock-moving dependent on what they say. CSF HS-NRE (nre=non-reducing end specific marker of NAGLU metabolic block)"
X Link 2026-02-06T07:38Z [---] followers, [----] engagements

"$SPRB So Spruce focuses on grey matter rather than NfL (DNL-310 has great NfL data). Spruce argues stabilized brain volume is a more direct correlate of clinical outcome than noisy pediatric NfL. Interesting. In [----] Tofersen for ALS was approved by FDA using NfL reduction"
X Link 2026-02-06T07:48Z [---] followers, [----] engagements

"$RGNX concerning news. RGNX used CNS-HS D2S6 as surrogate endpoint. RGNX used [--] month data. SPRB is using 5-6 year data. RGNX endpoint timing: [--] week endpoint SPRB endpoint: durable reduction RGNX follow-up [--] years SPRB follow-up [--] years"
X Link 2026-02-09T21:33Z [---] followers, [----] engagements

"@StockChumpski $rgnx crl fda cited issues with use of cns-hs to predict clinical benefit. i assume rgnx's clinical function data was weak/used a [--] year time period. sprb does have [--] year data and uses a different type of cns-hs. Its still a massive signal that the FDA doubted cns-hs"
X Link 2026-02-09T21:45Z [---] followers, [---] engagements

"@LQDA_Bull1 Dont think its too irrational. I understand selling off because of the similarities between RGNX and SPRB (nat. History comparison CNS-HS surr. endpoint exploratory endpoints for clinical benefit w/ no p-values)"
X Link 2026-02-09T23:32Z [---] followers, [---] engagements

"@LQDA_Bull1 Now you can make the argument for Spruce that RGNXs HS-D2S6 is not appropriate since its a specific disaccharide in the middle of the chain and can be broken off by other enzymes. While HS-NRE is more specific as NAGLUs only job is to cook the terminal sugar at NRE"
X Link 2026-02-09T23:35Z [---] followers, [---] engagements

"@LQDA_Bull1 Youd argue that NAGLU is missing so NRE tips cant be removed. This measuring NRE is a 1-to-1 measurement of the drug doing its job. With HS-D2S6 you can lower fragments without clearing the toxic tips that cause the neurodegeneration"
X Link 2026-02-09T23:36Z [---] followers, [---] engagements

"@LQDA_Bull1 You can also say that RGNX focused on percentage reduction (80%+ drop in HS-D2S6) so that only shows its less toxic. While Spruce focused on normalization (HS-NRE) so they brought it down to healthy range (Spruce would argue it must predict clinical benefit)"
X Link 2026-02-09T23:38Z [---] followers, [---] engagements

"@yanir_uliel The recent management hires boil down to bringing back individuals from BioMarin who worked during the enzyme replacement therapy time at BioMarin. Spruce management should file BLA this Q1 (assuming no delays)"
X Link 2026-02-10T08:24Z [---] followers, [---] engagements

"$ALDX For the June [----] resubmission (PDUFA March 16): Proof of primary efficacy lays in study [---] (chamber trial) But full CRS of the Field Trial (failed) must be included in NDA package per standard protocol as argued by FDA office of specialty med"
X Link 2026-02-11T05:16Z [---] followers, [---] engagements

"$SPRB TA-ERT as of my understanding holds the bar for cognitive func. stabilization for an MPS drug"
X Link 2026-02-06T07:34Z [---] followers, [----] engagements

"$ALDX Two CRLs for Reproxalap: Nov [----] April [----] Round 3: PDUFA March [--] -FDA may reach out Feb [--] to discuss labeling if no major deficiencies in latest NDA app. -Jun. [----] FDA agrees ALDX submits chamber trial -Dec.2025 FDA requires failed field trial CSR be submitted"
X Link 2026-02-11T05:13Z [---] followers, [---] engagements

"$SRPT My main thought: who has the most acceptable balance of benefit and risk for baseline treatment of DMD - is it ELEVIDYS or Agamree ELEVIDYS - you believe in AAV gene therapy Agamree - you believe in safety profile of new corticosteroid $CPRX the competitor"
X Link 2025-06-19T18:43Z [---] followers, [---] engagements

"$SRPT Zolgensma: liver toxicity - fda addresses using black box label and enhanced monitoring protocol. july 16: fda good faith gives black box label. srpt convenes for non-ambulant risk assessment. july 18: fda pulls plat desig requests halt"
X Link 2025-07-19T00:14Z [---] followers, [----] engagements

"$CAPR wrote down my thoughts on the HOPE-3 data here. took both sides of the argument (PUL fragility vs. LVEF efficacy) https://docs.google.com/document/d/1qjZ5l1XJ9DhSmZ4_b9sMvQPkAXmEpiO6AiOuofnvcZY/editusp=sharing https://docs.google.com/document/d/1qjZ5l1XJ9DhSmZ4_b9sMvQPkAXmEpiO6AiOuofnvcZY/editusp=sharing"
X Link 2025-12-04T23:24Z [---] followers, 28.9K engagements

"$SPRB wrote down my thoughts on TA-ERT's outlook after today's CRL of RGX-121 $RGNX https://docs.google.com/document/d/1f-g25IKFoW9KKPcqtXA07KGr5r0uaUdTUHicJm1cH84/editusp=sharing https://docs.google.com/document/d/1f-g25IKFoW9KKPcqtXA07KGr5r0uaUdTUHicJm1cH84/editusp=sharing"
X Link 2026-02-10T04:31Z [---] followers, [----] engagements

"$SPRB If you study Brineura by BioMarin and the hurdles they had to go through for approval you would know those same BioMarin folks made sure TA-ERT was going to be robust enough for it's turn with the FDA gauntlet"
X Link 2026-02-10T06:14Z [---] followers, [----] engagements

"$SPRB Read BRINEURAs Summary Basis of Approval https://www.accessdata.fda.gov/drugsatfda_docs/nda/2017/761052Orig1s000SumR.pdf https://www.accessdata.fda.gov/drugsatfda_docs/nda/2017/761052Orig1s000SumR.pdf"
X Link 2026-02-10T22:37Z [---] followers, [----] engagements

"$SPRB adding on Monday. $IRON : PPIX had no validation as an endpoint. Weak correlation with clinical outcomes. Focused on reduction of PPIX. $RGNX : [--] year trial data Used HS-D2S6 (noisy). Focused on reduction. $SPRB : [--] year data HS-NRE Focused on Normalization"
X Link 2026-02-14T03:30Z [---] followers, [----] engagements

"i never use 2x levered daily etfs but $SRPU seems interesting. might add some before earning day bell close to lever up then sell next day market open vol drag shouldn't be anything for a overnight trade $SRPT"
X Link 2025-10-24T06:15Z [---] followers, [---] engagements

"nov. update longs: $SRPT $SPRB $PALI shorts: $AVXL $QBTS research: $BHVN $AVTX $INSM $LRMR $SLNO"
X Link 2025-11-03T07:59Z [---] followers, [---] engagements

"$SRPT on the earnings call rebought @ [--]. Back to this Q1"
X Link 2025-11-03T22:33Z [---] followers, [---] engagements

"$SRPT anyone have information on the breakdown of PMO revenue - AMONDYS [--] - VYONDYS [--] - EXONDYS [--] Would think majority of PMO revenue comes from EXONDYS [--] - largest single-skip amenable population"
X Link 2025-11-04T04:54Z [---] followers, [---] engagements

"$SRPT risk is on. -Consolidated Appropriations Act ('23) '25 FDA Guidance grant speedy withdrawal of accel. appr. products. -'23 Makena by Covis was withdrawn by CDER (indic: pre-term birth adcom voted 14-1 to withdraw) EXONDYS [--] imo is the last hope for PMO"
X Link 2025-11-04T04:57Z [---] followers, [---] engagements

"$SRPT EXONDYS [--] accel. app. was pushed by Dr. Woodcock CDER Director. -argued surrogate endpoint (microdystrophin release) was sufficient partly political (DMD lobbying/advocacy) -SRPT using real world evidence (RWE) as counter. -RWE has no precedent overturning Random PCT"
X Link 2025-11-04T05:00Z [---] followers, [---] engagements

"$SRPT if this fails (EXONDYS 51) no doubt all PMOs get pulled from the market: https://clinicaltrials.gov/study/NCT03992430 https://clinicaltrials.gov/study/NCT03992430"
X Link 2025-11-04T05:14Z [---] followers, [---] engagements

"$SRPT Sum of parts valuation (no PMO): ELEVIDYS only amb pop. - 500m annual EV (2.5p/s)=1.2b Debt: 860m cash - 1.1b debt : (-230)m cash siRNA pipe (ARWR): srpt committed 930m lets put this at 500m 1.25b+500m-235m=1.5b mc ($15/s) this is why i bought today. hope it works"
X Link 2025-11-04T06:16Z [---] followers, [---] engagements

"$SRPT other risks: RGNX lawsuit - over AAV platform of ELEVIDYS jury starts 11/17/25 - RGNX gets royalties if SPRT loss Solvency- dilution with cash run out (ARWR payments before data readouts for siRNA its dicey"
X Link 2025-11-04T06:21Z [---] followers, [---] engagements

"$BHVN $8.12 right now buying a little size. Honestly have not really deep dived into this but will do so"
X Link 2025-11-05T20:13Z [---] followers, [---] engagements

"$SPRB Ikarian 13G today Nov. [--] (date of event: Oct. 31) and Squadron Capital's in this. 132m MC gonna be a fun one"
X Link 2025-11-08T06:11Z [---] followers, [---] engagements

"ADCs to research: B7-H4: $NXTC and $MRSN HNSCC (Nectin-4 experimental EDB+FN): $CRBP and $PYXS HNSCC fits the rare-disease theme better I like"
X Link 2025-11-10T08:52Z [---] followers, [---] engagements

"$CAPR Sell Side Analyst: "Break a leg" CEO Linda: "Thanks we'll need it" q3 call is too funny"
X Link 2025-11-10T21:55Z [---] followers, [---] engagements

"godel watchlist 11/10/25 - $CAPR dec. puts - $GALT looking good to short soon - got out the train too early on $AVXL jan p - $SPRB moose doing its thing - quantum short finally working out - $BHVN and $SRPT both scare me but long for now - learning about ADCs (crbp nxtc pyxs)"
X Link 2025-11-11T05:02Z [---] followers, [----] engagements

"$LRMR i like this one tricky part besides anyphalaxis issue: precedent in FA: Omaveloxolone -functional clinical endpoint (mFARS) with hist. controls. Nomlabofusp -pharmacodynamic marker (skin FXN conc.) as RLSE correlation to clinical outcomes derived from hist. controls"
X Link 2025-11-12T07:49Z [---] followers, [---] engagements

"$LRMR better have some good data: boils down to consistency of the correlation between FXN increase and mFARS stabilization given the non-randomized historical control design (FACOMS)"
X Link 2025-11-12T07:59Z [---] followers, [---] engagements

"$SRPT difficulty is this. its not as simple as seeing the 0.25% incidence rate of acute liver failure auto assuming that benefit outweighs risk/harm. FDA standard is 'do no harm'. unpredictable death is a monumental failure. srpt has to convince FDA of revised safety protocol"
X Link 2025-06-19T07:21Z [---] followers, [---] engagements

"$SRPT Tomorrows agenda for me is to look into probability of sirolimus getting the pass from FDA for ELEVIDYS. Also will look deeper into Zolgensma. Also comparing study pop. sizes between $CAPR and $SRPT"
X Link 2025-06-20T05:34Z [---] followers, [---] engagements

"@dashwend @jeremyj0916 I think thats a reasonable idea as well: Prasad cancells AdComm if bla data package is good enough. He expedites processes and with a full platter with new appointment capr data is good enough to cancel AdComm. This is the bull interpretation I guess"
X Link 2025-07-05T22:46Z [---] followers, [--] engagements

"$srpt elevidys competitors: AAV: Regenxbio: phase 1/2 AFFINITY DUCHENNE trial. BLA mid '26. Solid Biosci:sgt-003 phase1/2. Antisense oligonucleotides: - sort of the challenge to srpt PMOs Dyne-251 phase1/2 other: capr deramiocel (lol) topline q3 [--] remmber CRL lol"
X Link 2025-07-19T07:44Z [---] followers, [---] engagements

"@SarwanJohn Thank you brotha up 80% on the week. Loaded $HYZN and $XPON and a small $VEV for the weekend. See what happens with those"
X Link 2024-08-09T19:07Z [---] followers, [----] engagements

"@iam_johnw Leading with the head"
X Link 2024-08-10T01:41Z [---] followers, [---] engagements

"@Eagles @TickPick everyone but will shipley looks ass"
X Link 2024-08-16T00:22Z [---] followers, [---] engagements

"@stockplaymaker1 Its fake"
X Link 2024-08-20T19:22Z [---] followers, [----] engagements

"@stockplaymaker1 $tnxp beautiful"
X Link 2024-08-21T16:15Z [---] followers, [---] engagements

"@BenBSP 50% right there from .09 Ben I love you"
X Link 2025-01-03T19:39Z [---] followers, [----] engagements

"@StockSavvyShay The Quantum Internet . Womp womp"
X Link 2025-06-09T13:28Z [---] followers, [--] engagements

"$SRPT assuming black box label is coming read about Zolgensma gene therapy for SMA. Dont think the FDA pulls Elevidys now just based on patient need for DMD. One more patient death though - game over Label pulled The risk profile of gene therapies man"
X Link 2025-06-16T09:20Z [---] followers, [----] engagements

"Predenisone and X-pro. Steroid vs TNF-a inhibitor. Predenisone trial failed in [----] to treat Alzheimers. Now X-pro releases their phase [--] data this month. Deep research here we go. INmune bio. do anti-inflammatories work for Alzheimers"
X Link 2025-06-18T03:05Z [---] followers, [---] engagements

"$INMB more importantly - how does this translate to phase [--] ask show me the clinical efficacy. historical precedent is not on their side. Science is cool but odds of any AD drug being clinically meaningful at this time Skeptical"
X Link 2025-06-18T05:19Z [---] followers, [---] engagements

"$INMB 19mill cash(low). 163mill enterprise value(prettycheap). 0debt. crapshoot to me. trial's designed to give INMB the best shot at some positive data but clinical efficacy based on pk/safety phase1 data is throwing darts"
X Link 2025-06-18T07:57Z [---] followers, [---] engagements

"Alzheimers phase [--] to [--] success rate 2004-2022=2% all disease phase [--] to [--] success rate 2011-2020=29% CNS drugs phase [--] to approval success rate = 6-8%"
X Link 2025-06-18T08:41Z [---] followers, [---] engagements

"$INMB Uh oh. human TNFR1 knockouts not really a thing but mutated TNFRSF1A gene (encodes TNFR1) causes TRAP an autoinflam disorder. Ironically mutated TNFR1 leads to gain of function/impaired receptor shedding so prolonged signaling and more inflammation than inhibiton"
X Link 2025-06-18T18:13Z [---] followers, [---] engagements

"$SRPT am I right in saying that capricore is not a threat to sarepta at all If deramiocel is for dmd-associated cardiomyopathy would that not just turn DMD treatment into a combination of ELEVIDYS for baseline therapy and deramiocel"
X Link 2025-06-19T00:12Z [---] followers, [---] engagements

"$SRPT even if ELEVIDYS revenue collapses by 80% and core PMO takes a hit of 30% the current share price is basically that ($20 on 06-18-2025). Basically market is saying ELEVIDYS is a [--]. Also pricing in potential lawsuits funding ENVISION brand stigma. Peak pessimism"
X Link 2025-06-19T01:36Z [---] followers, [---] engagements

"$SPRT $CAPR In DMD heres my cause of death table: Cardiopulmonary Failure (total) 80% - Cardiac Failure (40-55%): cardiomyopathy(20-40%) sudden cardiac/arrhythmia (10-15%) - Respiratory Failure (25-40%): chronic (14%) acute (24%) Other causes (total) 20%"
X Link 2025-06-19T18:16Z [---] followers, [---] engagements

"$CAPR eteplirsen by $SRPT in [----] had [--] patients and they got accelerated approval now deramiocel seeking full BLA but there is precedent. Unmet patient need is on deramiocel's side. ADCOMM July [--] PDUFA deadline Aug 31"
X Link 2025-06-20T05:47Z [---] followers, [---] engagements

"going on vacation will come back with full brkdwn $SRPT just a few bullets if you explore: rituximab + sirolimus UofF health CMV infection in 1st elevidys death sirolimus good but creates complex risk paradigm Roctavian AAV5: label precedent Hemgenix/Zolgensma: take a look"
X Link 2025-06-21T17:56Z [---] followers, [---] engagements

"$INMB there we have it. tnf is not the road to go down for AD. Xpro will go to the bin"
X Link 2025-06-30T07:02Z [---] followers, [---] engagements

"$SRPT EMERGENE data for LGMD should come out tomorrow end of Q2"
X Link 2025-06-30T08:08Z [---] followers, [---] engagements

"$SRPT AAVrh74 designation double-edged. Most of srpt pipeline uses AAVrh74 positive safety/effic. data can establish regulatory pathway for AAVrh74 products. - bad AAVrh74 (now w/ two ELEVIDYS deaths) and EMERGENE all AAVrh74 tanks hard. its done. if. big if"
X Link 2025-06-30T08:20Z [---] followers, [---] engagements

"$SRPT FDA reevaluates risk-benef of AAVrh74 for SRP-9003 (also elevidys). adverse event from phase1/2 reevaluated. phase [--] pray no adverse event. EMERGENCE data tmrw: prmry biomarker data. then [--] year functional outcomes. tmrw is glimpse at SPR-9003 feasblty clin. benefit"
X Link 2025-06-30T08:29Z [---] followers, [---] engagements

"has nothing to do with anything i post about. a quote i often think if its good or bad: "If you're not young and brash between [--] and [--] you might as well shoot yourself because that's when people are young and brash" i like confidence hate arrogance get lost between the two"
X Link 2025-06-30T09:07Z [---] followers, [---] engagements

"@dashwend @jeremyj0916 CorMedix DefenCath got AdComm cancelled then CRL (manufacturing issue) Govorestat Cabometyx Elamipretide (10-6 AdComm vote for approval Prasad then issues CRL) These are just examples of course. Still unsure"
X Link 2025-07-05T22:40Z [---] followers, [---] engagements

"@dashwend @jeremyj0916 Yeah deramiocels case is really interesting. I appreciate the conversation and discussion learned a lot. Ill look more into it and Ill be here to discuss"
X Link 2025-07-05T22:42Z [---] followers, [--] engagements

"$srpt walking to wifeys purse right now. Plan initiated"
X Link 2025-07-18T17:40Z [---] followers, [---] engagements

"@GreatSehaj nice. remember risk management position sizing"
X Link 2025-07-18T18:22Z [---] followers, [--] engagements

"@jeremyj0916 Nice. I think im going to do puts on anavex as well"
X Link 2025-07-19T07:38Z [---] followers, [---] engagements

"$srpt pt. [--] srpt competitors: LNPs - non viral gene delivery - this is future future dyne-251: they want bla for accelerated approval early '26. challenge srpt EXONDYS 51"
X Link 2025-07-19T07:48Z [---] followers, [---] engagements

"$srpt key debate: FDA: hepatotoxicity because of AAVrh74 vector SRPT: you need to stratify by risk nonamb vs amb matters. srpt: amb is a surrogate marker of dmd severity and physiological resilience"
X Link 2025-07-19T07:54Z [---] followers, [---] engagements

"$SRPT they really did it. https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-voluntary-pause-elevidys https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-voluntary-pause-elevidys"
X Link 2025-07-21T23:56Z [---] followers, [----] engagements

"@xshakeshake if im srpt ceo hell yes hopefully. Hard to tell if Prasad is strongarming or legitimately is going to go through the process of seeing if elevidys can resume shipments in amb group at least"
X Link 2025-07-22T01:06Z [---] followers, [---] engagements

"@jeremyj0916 seriously. shit storm to the max. ceo has probably lost all his hair by now"
X Link 2025-07-22T02:07Z [---] followers, [--] engagements

"@Sanctuary_Bio Read the press releases. FDA knew about the 3rd death since early July 3rd"
X Link 2025-07-24T16:00Z [---] followers, [---] engagements

"$SRPT "investigating the death of an 8-year-old boy who received Elevidys". "The death occurred on June [--] 2025." this is not a 3rd elevidys kid right is it one of the two originals or is it a new death"
X Link 2025-07-25T21:52Z [---] followers, [----] engagements

"$SRPT okay thats one step done. https://www.fda.gov/news-events/press-announcements/fda-recommends-removal-voluntary-hold-elevidys-ambulatory-patients https://www.fda.gov/news-events/press-announcements/fda-recommends-removal-voluntary-hold-elevidys-ambulatory-patients"
X Link 2025-07-28T20:52Z [---] followers, [---] engagements

"cash that. $SRPT @Sanctuary_Bio Yes interesting stuff. I bet Vinay Prasad is fired by EOY. @Sanctuary_Bio Yes interesting stuff. I bet Vinay Prasad is fired by EOY"
X Link 2025-07-30T03:23Z [---] followers, [---] engagements

"if interested in $SRPT you need to be looking at Alnylam Pharmaceuticals Avidity Biosciences Dyne Therapeutics. siRNA. delivery to liver (LNP is good). delivery to skeletal muscle (AOCs look like gold standard target TfR1 for entry)"
X Link 2025-08-03T06:38Z [---] followers, [---] engagements

"Humans are very poor Bayesian thinkers. Learn to appreciate the feeling of cognitive dissonance. Update beliefs dynamically never stay so heavily anchored in a belief. Try to always challenge the availability heuristic"
X Link 2025-08-14T20:27Z [---] followers, [---] engagements

"waiting to see an opportunity for puts on $ATYR and $SLNO and $QBTS and maybe $CAPR not doing anything now. will wait. if nothing im cash"
X Link 2025-08-17T08:01Z [---] followers, [---] engagements

"@alan_sharp @yachmod $SRPT vs $SRPU's [--] vs [--] price delta is an arbitrary psychological anchor. the product of SRPU is a synthetic 200% daily return contract (capital structure reset nightly). use it don't own it. binary event - capture levered overnight move without the iv premium of a call"
X Link 2025-10-24T06:32Z [---] followers, [---] engagements

"January watchlist for me: $SPRB $LRMR $KTTA $SRPT writing a report on $KTTA and $LRMR $LPCN past month was interesting to see"
X Link 2026-01-08T07:05Z [---] followers, [---] engagements

"@BrainyMarsupial Interesting. Thanks for letting me know about that april presentation. My major concern was if they were starting manufacturing from scratch (like no TA-ERT given from Allievex since they ran out of supply). Obv there is still risk with producing rhNAGLU since its quite complex"
X Link 2026-02-06T03:22Z [---] followers, [--] engagements

"@BrainyMarsupial You mind sharing your thoughts on the markets pricing on SPRB right now. Near PIPE price seems brutal. I want to attribute the price to beta PRV drama and biotech being a bit of a shitter the past couple months. I mean our calculations make the current price a steal but hmm"
X Link 2026-02-06T03:24Z [---] followers, [--] engagements

"Have a Other bios im looking: business models i like (not bullish yet) Vertex Pharmaceuticals ($VRTX) Alnylam Pharmaceuticals ($ALNY) BioMarin Pharmaceutical ($BMRN) Krystal Biotech ($KRYS) Rocket Pharmaceuticals ($RCKT) Denali Therapeutics ($DNLI) https://www.barrons.com/articles/sarepta-stock-gene-therapy-treatment-148476abreflink=desktopwebshare_permalink https://www.barrons.com/articles/sarepta-stock-gene-therapy-treatment-148476abreflink=desktopwebshare_permalink"
X Link 2025-07-06T05:48Z [---] followers, [---] engagements

"@StockSavvyShay NVDA is not a hardware company 🤣🤣🤣🤣🤣. Holy smokes"
X Link 2025-06-09T13:33Z [---] followers, [--] engagements

"XPro1595 targets the bad TNF: sTNF not tmTNF. [--] kDa in size so it gets through BBB affecting the CNS. Etarnecept was a TNF inhibitor that failed but was non selective. New narrative: non selective doesnt work. Selective maybe"
X Link 2025-06-18T04:02Z [---] followers, [--] engagements

"@biotechpain im not a long as well and side with skeptics. I will say that yes neuroinflammation is downstream of tau but neuroinflammation does then promote tau hyperphosphorylation so its cyclical. i think there approach could theoretically slow the cycle. agree with you though 👍"
X Link 2025-06-18T19:38Z [---] followers, [--] engagements

"Agenda for the weekend for me: $SRPT Elevidys + other pipeline stuff $CAPR hmm $AVXL scam Not sure what else trying to get nice with the biotech. The big $INMB data release on Monday should be a fun watch"
X Link 2025-06-28T03:42Z [---] followers, [---] engagements

"$SRPT major risk for srpt is this: AAV-mediated hepatotoxicity is not specific to ELEVIDYS. if safety data bad with SRP-9003 its the AAVrh74 platform whole pipeline is down bad. mstanley: project +1.2bill rev/yr from LGMD by 2030"
X Link 2025-06-30T08:35Z [---] followers, [---] engagements

"$SRPT CHEAT SHEET. AAVrh74 = the car. ELEVIDYS SRP-9003 = the payload. part of SRPT build on idea: the car is safe. FDA grants platform tech desig of AAVrh74. - market wants to know: if data good car is safe. big win. if data bad is the car (the foundation) to the junkyard"
X Link 2025-06-30T08:55Z [---] followers, [----] engagements

"$SRPT July [--] read this pls. bridgebio/mlbio give readout on BBP-418 in LGMD 2i/R9 (oral) spr-9003 by sarepta for LGMD 2E/R4 (aav-gene therapy) AskBio AB-1003 for LGMD 2i/R9 (gene therapy) atamyo therapeutics for LGMD 2C/R5 (gene therapy) - atamyo still early stage"
X Link 2025-06-30T09:25Z [---] followers, [---] engagements

"@dashwend @jeremyj0916 Well I get how the Vandy baseline data is useful but the EF measures dont even have p-values the OLE doesnt even have a placebo group. So Im not the most confident in any metrics they report"
X Link 2025-07-05T22:27Z [---] followers, [--] engagements

"$srpt time to take your wifes purse buy shares wait a year then pay her back double"
X Link 2025-07-18T03:55Z [---] followers, [----] engagements

"The "Prasad Effect" is here. The FDA's CBER is dismantling the risk-benefit calculus for rare disease. The actions against $SRPT - the first major signal. My paper analyzes CBER why precedents like Zolgensma & Tysabri were ignored and what's next. https://docs.google.com/document/d/116VzYufxItdTTdx2CtYXX_kziODNN7nxrfyHCI4sDiA/editusp=sharing https://docs.google.com/document/d/116VzYufxItdTTdx2CtYXX_kziODNN7nxrfyHCI4sDiA/editusp=sharing"
X Link 2025-07-21T08:11Z [---] followers, [----] engagements

"$srpt u might be thinking why even talk about AAV anymore if they pivot to siRNA (siRNA is the long game). AAV (the near term game) is still the money engine that would fund siRNA and [----] debt. and dont forget srp-9003 (aavrh74) later this year for LGMD"
X Link 2025-08-03T07:20Z [---] followers, [---] engagements

"@1nyolowetrust @MartinShkreli I do watch them. Don't follow all his picks but his methodology for biotechs is the best out there imo. I have biology background so its a nice compliment to my work"
X Link 2025-08-17T17:52Z [---] followers, [--] engagements

"$SRPT whats success for tmrw SRP-9003 -biomarker: b-sarcoglycan phase1/2 mean express: 36-64% phase [--] want better or same stat sig. -functional: clear disease traj. change. NSAD score timed tests compared to nat. hist. of prog. -SAFETY is MOST IMPORTANT. BY FAR. no heptox"
X Link 2025-06-30T08:31Z [---] followers, [---] engagements

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