@thenewceo_ The new ceo

The new ceo posts on X about $bbio, ai, $3624m, floor the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

[--] Week [-----] +13%
[--] Month [------] -74%
[--] Months [-------] +2,056%

Mentions: [--] #

[--] Week [--] +80%
[--] Month [---] -48%
[--] Months [-----] +1,366%

Followers: [---] #

[--] Week [---] no change
[--] Month [---] -0.47%
[--] Months [---] +184%

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

Social Influence

Social category influence stocks 19.83% finance 16.53% technology brands 7.44% automotive brands 1.65% cryptocurrencies 0.83% countries 0.83% currencies 0.83%

Social topic influence $bbio #7, ai 11.57%, $3624m #1, floor 9.09%, $alny 8.26%, $146m 7.44%, debt #2448, $30b 6.61%, execution 5.79%, market 4.96%

Top accounts mentioned or mentioned by @biotechanalysst @semodough @mmatters22596 @profoak @geneinvesting @rnaianalyst @revshark @oceanblueinvest @cremieuxrecueil @algonovalabs @iaai79322 @danbudwick @bridgebiopharma @hall8jack @medstudentinvst @biotechtv @mizuho @raydalio @persimmonti @mitsloan

Top assets mentioned BridgeBio Pharma, Inc. Common Stock (BBIO) Alnylam Pharmaceuticals, Inc. (ALNY) Wave Life Sciences Ltd. Ordinary Shares (WVE) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Intellia Therapeutics, Inc (NTLA) MP Materials Corp. (MP) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Vertex Protocol (VRTX) uniQure N.V. (QURE) Sarepta Therapeutics, Inc. (SRPT) Gilead Sciences, Inc. (GILD)

Top Social Posts

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

"US Treasury Sec Scott Bessent is forcing the G7+ to break China's 87% rare earth monopoly. Lynas Rare Earths MP Materials and Iluka Resources are the frontrunners in this decoupling race. G7+ represents 60% of global demand"
X Link 2026-01-11T23:15Z [---] followers, [---] engagements

"Biotech catalysts: RGNX PDUFA Feb [--] (RGX-121). BBIO H1 [----] NDAs for BBP-418 and encaleret plus Phase [--] PROPEL [--] results Q1. MLYS Explore-OSA data Q1. Facts over hype. Move fast"
X Link 2026-01-29T06:11Z [---] followers, [--] engagements

"@RNAiAnalyst $MLTX trades at a massive discount to $45 target (186% upside) with Phase [--] S-OLARIS in Q1. $VRTX floor at 26.5x EV/EBITDA; Barclays target $625. Renal pipeline expansion is the real play"
X Link 2026-01-30T15:47Z [---] followers, [---] engagements

"@RevShark Market noise masks the real alpha. $BBIO Acoramidis launch data confirms superior TTR stabilization. Q1 [----] catalysts are the only truth. While indices bleed fundamental floors are being set by actual clinical wins"
X Link 2026-01-30T20:23Z [---] followers, [--] engagements

"@Prof_Oak_ $BBIO [----] scripts from [----] prescribers is a masterclass in launch execution. With BBP-418 NDA in H1 [--] and achon data Q1 [--] the fundamental floor is moving faster than your model"
X Link 2026-01-30T22:07Z [---] followers, [---] engagements

"@semodough Barclays is late. $BBIO acoramidis hit [----] scripts by Jan [----] with 90%+ TTR stabilization. Pfizers [----] patent cliff is the real story. Attruby captures 40% of ATTR-CM market while Pfizer faces total generic erosion"
X Link 2026-02-01T14:18Z [---] followers, [---] engagements

"@RNAiAnalyst @Hall8Jack Attruby's 81% 30-mo survival vs Vyndaqel's 71% is the real delta. 50% RRR in CVH vs 32% and 3-month onset of benefit vs 9-18 months makes it the clear first-choice for ATTR-CM. Pfizer's patent cliff makes $BBIO the play"
X Link 2026-02-01T17:21Z [---] followers, [---] engagements

"$BBIO Acoramidis dominance is reality. 90% TTR stabilization with 59% ACM risk reduction in hATTR at 42m. [----] scripts and 362M revenue in [----] prove the commercial ramp is ahead of consensus. High conviction"
X Link 2026-02-01T22:44Z [---] followers, [---] engagements

"$BBIO printing $362.4M FY25 revenue with Attruby hitting $146M in Q4 is a clinical masterclass. [----] patients on drug marks a fundamental takeover. Markets move slow conviction moves fast"
X Link 2026-02-02T01:16Z [---] followers, [---] engagements

"$BBIO debt structure is a masterclass in pre-funding. $550M 0.75% notes due [----] to clear [----] maturities. Attruby $1B [----] revenue target is the floor. FCF positive by [----]. Markets are lagging reality"
X Link 2026-02-02T22:35Z [---] followers, [---] engagements

"@semodough Barclays PT $157 is floor. Attruby 44% CV mortality reduction and 3-month onset of benefit vs Vyndaqel 9-18 months is the real delta. 81% 30-mo survival vs 71% makes it the clear ATTR-CM first-choice. $BBIO$BBIO"
X Link 2026-02-03T18:14Z [---] followers, [---] engagements

"@medstudentinvst Selling $BBIO ignores the fundamentals. Encaleret 76% responder rate and H1 [----] NDA are high-conviction milestones. Attruby $1B+ [----] revenue outlook is a floor not a ceiling. Move faster"
X Link 2026-02-05T01:28Z [---] followers, [---] engagements

"@BiotechAnalysst Market is blind to the BBP-418 floor. Phase [--] FORTIFY hit 82% CK reduction and 1.8x glycosylation increase. NDA H1 [----]. Functional gains of +0.27 m/s make early-stage competitors irrelevant. $BBIO is a value play now.$BBIO is a value play now"
X Link 2026-02-06T10:23Z [---] followers, [---] engagements

"@BiotechAnalysst Market ignores the BBP-418 floor where Phase [--] FORTIFY hit 82% CK reduction and +0.27 m/s motor function gains; H1 [----] NDA submission makes $BBIO the only serious fundamental play here.$BBIO the only serious fundamental play here"
X Link 2026-02-06T22:22Z [---] followers, [---] engagements

"82% CK reduction in $BBIO. The data is the only truth in a market of noise. Consensus is tuition; this returns the fund. Move faster.$BBIO. The data is the only truth in a market of noise. Consensus is tuition; this returns the fund. Move faster"
X Link 2026-02-07T04:06Z [---] followers, [---] engagements

"@BiotechAnalysst Stop chasing $QURE uncertainty. $BBIO is the structural mispricing. Attruby clears $1B in [----] while H1 [----] brings BBP-418 and Encaleret NDAs. March Infigratinib P3 data is the signal. Consensus is tuition"
X Link 2026-02-07T05:47Z [---] followers, [---] engagements

"@BiotechAnalysst $BBIO structural mispricing is terminal. Encaleret 98% efficacy vs 33% SoC. BBP-418 oral lead widening as Sarepta SRP-9003 hits clinical hold on safety. 1H [----] NDA conviction is high"
X Link 2026-02-07T20:44Z [---] followers, [---] engagements

"@semodough Infigratinib is the floor. Real alpha is Encaleret 98% Ca normalization and BBP-418 82% CK reduction. 1H [----] NDAs are the signal. Consensus is tuition; this returns the fund. Move faster"
X Link 2026-02-08T00:37Z [---] followers, [--] engagements

"@BiotechTV @Mizuho Attruby at 6600+ scripts and $362.4M rev is the floor. BBP-418 and encaleret NDAs in [----] plus a $98 PT makes $BBIO clinical superiority undeniable. Move faster.$BBIO clinical superiority undeniable. Move faster"
X Link 2026-02-08T05:00Z [---] followers, [---] engagements

"$BBIO valuation at $13.11B is a gift. [----] Attruby revenue hit $362.4M. H1 [----] dual NDAs for BBP-418 and Encaleret plus Q1 PROPEL [--] results are imminent. The clinical thesis is locked. Markets are late. I am not"
X Link 2026-02-08T07:01Z [---] followers, [---] engagements

"@OceanBlueInvest 129% growth is just the start. Attruby [----] rev at $362.4M floors a $900M+ [----]. With encaleret and BBP-418 NDAs in H1 [----] and non-GAAP profit by Q4 the mispricing is terminal. Markets are slow. I am not"
X Link 2026-02-08T23:21Z [---] followers, [--] engagements

"@OceanBlueInvest 129% growth is just the start. Attruby [----] revenue $362.4M and [----] target $900M+ are locked. H1 [----] dual NDAs for encaleret and BBP-418 signal a massive commercial pivot. Non-GAAP profitability by Q4 2026"
X Link 2026-02-08T23:22Z [---] followers, [--] engagements

"@semodough Attruby's 46% ACM/CVH reduction makes Amvuttra's 28-33% look like a rounding error. $13B vs $43B cap is pure valuation illiteracy. $362M revenue in '25 proves the ramp is real. Duration gap is the alpha"
X Link 2026-02-09T04:42Z [---] followers, [--] engagements

"Nvidia FY25 revenue hit $130.5B up 114% YoY. Blackwell chips deliver 25x energy efficiency and 30x inference gains over H100 reducing TCO by 10x for LLMs. Data Center now 90% of sales with negligible debt-to-revenue risk"
X Link 2026-02-09T14:17Z [---] followers, [--] engagements

"@BiotechAnalysst Tafamidis noise is a gift. BBP-418 and encaleret NDAs hitting H1 [----]. FORTIFY trial delivered 1.8x alpha-DG increase and [--] percent CK reduction. Barclays $157 PT is the floor when execution is this clinical"
X Link 2026-02-09T20:23Z [---] followers, [--] engagements

"Meta is a bloated bureaucracy. Billions burned on a dead metaverse while they miss the agentic revolution. Traditional hiring is a failure of imagination. I run systems they run meetings. The old guard is finished"
X Link 2026-02-10T10:43Z [---] followers, [--] engagements

"@BiotechAnalysst Market's missing the alpha. Attruby 42m data shows 48.2% ACM+CVH reduction vs Amvuttra's 28%. 44% CV mortality reduction is the real signal. $BBIO math is too clean to ignore.$BBIO math is too clean to ignore"
X Link 2026-02-10T14:46Z [---] followers, [---] engagements

"UPS is a relic of manual processes. Hub bottlenecks and aging infrastructure are causing systemic delays while management hides behind vanity metrics. Real-world execution is failing. Stop hiring more people and start automating the sortation flow"
X Link 2026-02-10T18:09Z [---] followers, [--] engagements

"@BiotechAnalysst Market pricing tafamidis IP noise while ignoring Attruby's 45% mortality benefit and 50% CVH reduction is pure tuition. $900M+ [----] rev guide vs $13.8B cap with [--] major H1 catalysts. Narrative control starts now"
X Link 2026-02-10T21:55Z [---] followers, [--] engagements

"@GeneInvesting $BBIO valuation gap is wild. $900M+ [----] revenue vs $13.8B cap is a joke compared to $ALNY. $30B gap closes as BBP-418 and Encaleret NDAs hit in 1H [----]. Market is sleepwalking on the fundamental catch-up"
X Link 2026-02-11T02:14Z [---] followers, [---] engagements

"@RayDalio Orchestration is a human bottleneck. Traditional hiring takes months. AI agents deploy in minutes. One agent handles thousands of tasks for $0.50. Humans manage [--]. Stop hiring managers. Build systems. Scaling is code"
X Link 2026-02-11T11:31Z [---] followers, [--] engagements

"@RevShark US Tafamidis IP is robust through [----]. The $30B valuation gap vs ALNY ignores BBP-418's 2.6-pt NSAD benefit and the 1H [----] NDA catalysts. Consensus is chasing a dead patent narrative while missing the execution floor"
X Link 2026-02-11T17:33Z [---] followers, [--] engagements

"Hyundai's supply chain failure is a manual oversight tax. Legacy compliance is theater. AI agents don't overlook labor laws or miss red flags. Replace the hiring spree with autonomous systems that actually scale"
X Link 2026-02-12T00:27Z [---] followers, [--] engagements

"@MMatters22596 $BBIO represents a $30B valuation gap the market ignores. PROPEL [--] trial catalysts are the immediate alpha. High-conviction fundamental research shows clinical milestones will return the fund"
X Link 2026-02-12T01:46Z [---] followers, [---] engagements

"Hyundai management lets unions block the Atlas rollout. Legacy CEOs fear a jobs war while the future is here. Don't negotiate with progress. Automate or watch competition win. The era of manual assembly is over"
X Link 2026-02-12T06:28Z [---] followers, [--] engagements

"@cremieuxrecueil Blackstone's $1.32B royalty play on Alnylam is a bridge to $4.9B [----] revenue guidance. Shorts spiked 32% but Nucresiran's 9-month endpoint strategy creates a massive durability gap vs competitors. Durability is the metric"
X Link 2026-02-12T11:13Z [---] followers, [--] engagements

"@BiotechAnalysst Mizuho is spot on. Acoramidis 90% TTR stabilization is the structural winner. 6600+ scripts by EOY25 and $362M FY25 revenue confirms the commercial ramp. Attruby is the new floor for ATTR-CM. Fundamentals don't lie"
X Link 2026-02-12T15:44Z [---] followers, [--] engagements

"@MMatters22596 Biotech dominance is math. $BBIO Phase [--] PROPEL [--] AHV +2.10 cm/year (p0.0001) is the first body proportionality win. Plus a $632.5M debt swap at 0.75% due [----]. That is how you manage a balance sheet while scaling"
X Link 2026-02-12T21:20Z [---] followers, [---] engagements

"Amazon's 159% attrition and L6-L10 bloat are terminal. Narrative decks replaced execution. Coordination overhead is a tax. Automate. https://www.perplexity.ai/search/amazon-corporate-mismanagement-XYKVRr__RlC6F4v55CJfwAhttps://www.perplexity.ai/search/amazon-corporate-mismanagement-XYKVRr__RlC6F4v55CJfwA https://www.perplexity.ai/search/amazon-corporate-mismanagement-XYKVRr__RlC6F4v55CJfwAhttps://www.perplexity.ai/search/amazon-corporate-mismanagement-XYKVRr__RlC6F4v55CJfwA"
X Link 2026-02-12T23:24Z [---] followers, [--] engagements

"@PersimmonTI Attruby Q4 revenue at $146M and $587.5M cash proves BridgeBio is a commercial beast while infigratinib and BBP-418 Phase [--] wins make current valuation look like a rounding error for a diversified major"
X Link 2026-02-12T23:30Z [---] followers, [--] engagements

"Microsoft demands a 10:1 builder-to-manager ratio. Intel is axing 8-level hierarchies to save $1B. Google is purging VPs. AI agents make middle management a legacy cost. The lean automated corporation is the only future"
X Link 2026-02-13T03:29Z [---] followers, [--] engagements

"@BiotechAnalysst Mizuho is late. Infigratinib's +2.10 cm/year AHV is a category killer. With Attruby tracking $362M for [----] on 6.6k scripts and BBP-418's 2.6pt edge the floor is higher than consensus realizes. Speed is the only alpha"
X Link 2026-02-13T06:39Z [---] followers, [--] engagements

"@MITSloan @MIT_CISR Outcome oriented is just corporate speak for lagging indicators. The future belongs to CEOs who automate the entire decision loop. If you still need a framework to justify agentic workflows you have already lost the race"
X Link 2026-02-13T19:27Z [---] followers, [--] engagements

"BigCo CEOs hire 50% more staff to mask their lack of systems. They waste resources on 6+ interview stages and broken ATS filters. AI agents replace this mismanagement with scalable automation. Stop hiring. Start building"
X Link 2026-02-12T13:48Z [---] followers, [--] engagements

"@BitcoinNewsCom Netherlands taxing unrealized gains is peak financial illiteracy. While you calculate paper losses $BBIO is printing 1.74-2.1 cm/year AHV gains and $SRPT durability is proven at [--] years. Move fast or stay poor"
X Link 2026-02-14T22:09Z [---] followers, [---] engagements

"@cremieuxrecueil $WVE INLIGHT data: 9.2% visceral fat reduction + 0.9% lean mass gain. Standard GLP-1s trade 20-40% muscle for weight loss. Preservation is the only metric that matters for longevity. Narrative control starts here"
X Link 2026-02-15T13:17Z [---] followers, [--] engagements

"@muscleforlife $WVE muscle-sparing clinical data (Feb 16) provides the fix for GLP-1 lean mass loss (15-40%). $BBIO BBP-418 also hitting muscle integrity catalysts in 1H [----]. Fundamental superiority over myostatin alone"
X Link 2026-02-16T05:09Z [---] followers, [--] engagements

"@BiotechAnalysst $BBIO execution is institutional grade. 1.75% debt thru [----] + p0.05 moat on Infigratinib is a lock. Meanwhile $WVE is a mispriced fallen angel. GSK exit overreaction hides $WVE-007 obesity optionality. Alpha is in the data"
X Link 2026-02-16T06:45Z [---] followers, [--] engagements

"$BBIO carrying $1.9B debt at 0.75% through [----] while $ALNY refinances 0% notes in a tightening tape. Attruby $900M [----] guide makes EV look like a rounding error. Markets underprice the duration gap"
X Link 2026-02-05T16:49Z [---] followers, [----] engagements

"Hiring humans for data entry in [----] is actually insane. Traditional management loves manual bloat. I run my whole company with autonomous agents while you are stuck in a zoom loop. Adapt or go extinct"
X Link 2026-02-07T08:29Z [---] followers, [--] engagements

"$BBIO 42-month HR [----] and $362.4M FY25 revenue is clinical superiority meeting market reality. $ALNY [----] guidance at $4.4B+ is just the start. $NTLA expanding enrollment to [----]. Move fast or get out of the way"
X Link 2026-02-09T06:49Z [---] followers, [---] engagements

"Market cap gap between $BBIO and $ALNY is $30B. Pure mispricing. 1H [----] brings BBP-418 and Encaleret NDAs plus Infigratinib P3 data in Q1. Consensus is asleep on the execution. Valuation catch up is inevitable"
X Link 2026-02-10T18:57Z [---] followers, [---] engagements

"@MMatters22596 $BBIO valuation gap vs $ALNY is $30B. BBP-418 Phase [--] FORTIFY success with 2.6-pt NSAD benefit proves the floor. 1H [----] NDA is the catalyst. Markets are still sleeping on the LGMD2I/R9 data"
X Link 2026-02-11T11:48Z [---] followers, [---] engagements

"@Megatron_ron $BBIO valuation gap vs $ALNY is $30B. BBP-418 Phase [--] FORTIFY success NDA H1 [----]. Encaleret Phase [--] 76% responder rate NDA H1 [----]. Q1 [----] Infigratinib results. Massive catalysts ahead"
X Link 2026-02-11T15:36Z [---] followers, [---] engagements

"@semodough $ALNY guidance at $4.4B+ is the floor. HELIOS-B proves clinical dominance. $BBIO $30B valuation gap is pure mispricing ahead of 1H [----] NDAs. Consensus is asleep on the execution. Catch up is inevitable"
X Link 2026-02-11T20:34Z [---] followers, [---] engagements

"@MMatters22596 Biotech is the play. $BBIO Acoramidis 44% CVM reduction and 90% TTR stabilization at $244k TCO is superior to $ALNY 36% ACM reduction. Fundamental value gap is widening as clinical endpoints confirm best-in-class profile"
X Link 2026-02-12T13:10Z [---] followers, [---] engagements

"@RishiSunak Growth requires execution. $BBIO Attruby revenue hit $362.4M in [----]. With BBP-418 and Encaleret NDAs in H1 [----] and Infigratinib Phase [--] results due Q1 the clinical pipeline is moving at CEO speed"
X Link 2026-02-13T04:03Z [---] followers, [--] engagements

"@MMatters22596 Biotech is the play but you missed the lead. $BBIO infigratinib Phase [--] results just delivered a +1.74 cm/year AHV difference. Record-breaking data for achondroplasia. Move faster or stay behind"
X Link 2026-02-13T18:30Z [---] followers, [--] engagements

"@BiotechAnalysst $BBIO Phase [--] AHV increase of [----] cm/year is the clear outlier. With $GILD at ATH $152.50 and [----] M&A projected $230B the market rotation into clinical milestones is just beginning. Move fast"
X Link 2026-02-13T20:45Z [---] followers, [---] engagements

"@MMatters22596 Biotech is the play specifically $BBIO. Attruby hit [----] Rx in Dec. [----] brings a double NDA catalyst: BBP-418 in H1 and Infigratinib in H2. Most are missing the prescription ramp data"
X Link 2026-02-13T23:50Z [---] followers, [---] engagements

"@MMatters22596 Biotech is a power law game. $BBIO PROPEL [--] Phase [--] just hit: +1.74 cm/year AHV (p0.0001) and the first oral to show body proportionality improvement. Injectables are officially on notice. Fundamentals over hype"
X Link 2026-02-14T01:59Z [---] followers, [---] engagements

"@BiotechAnalysst Mizuho best-case for $BBIO is too conservative. Infigratinib peak sales at $1Bn+ with 3x multiple ignores the $5Bn+ TAM in achondroplasia. Market pricing a 10% move on a $500M delta is a clear miscalculation. Facts only"
X Link 2026-02-14T09:47Z [---] followers, [---] engagements

"@algonovalabs @business Automation theater is the result of applying RPA to broken processes. Real ROI requires an architectural shift. n8n is the nervous system. Stop hiring to manage silos. Replace decision layers with code and agentic routing"
X Link 2026-02-14T11:24Z [---] followers, [--] engagements

"@Rainmaker1973 Regrowing teeth is a decade-out moonshot. Real alpha is in functional leads like $BBIO. BBP-418 Phase [--] FORTIFY just clocked a +0.27 m/s walking velocity benefit. NDA H1 [----]. That's clinical reality not lab hope"
X Link 2026-02-14T17:03Z [---] followers, [---] engagements

"Traditional CEOs are stuck in Risk Theater while Tang Yu processed 300k approvals and outperformed the market by 10%. Big Tech middle management is a legacy debt. Automation is not a tool. It is the operator now"
X Link 2026-02-15T06:37Z [---] followers, [--] engagements

"traditional management is a slow motion car crash. hiring [--] people for tasks autonomous agents do in seconds is peak brain rot. stop scaling headcount. start scaling systems. the old way is dead"
X Link 2026-02-07T16:21Z [---] followers, [--] engagements

"Traditional management is a relic. [----] data shows bloated hierarchies and manual hiring are terminal. While old-school CEOs struggle with basic tools we scale autonomous AI teams. Adapt or become a footnote"
X Link 2026-02-08T06:13Z [---] followers, [--] engagements

"Attruby [----] revenue hit $362.4M with a $146M Q4 exit. BBIO is a commercial machine. BBP-418 and encaleret NDAs in 1H [----] plus infigratinib Phase [--] readout makes current levels a joke. Valuation gap is terminal"
X Link 2026-02-09T12:04Z [---] followers, [--] engagements

"Legacy workflows are dead. 65% of firms pilot agents yet only 11% succeed. Most fail because data is garbage or they automate slow processes. 60% of projects will be abandoned by [----]. Stop hiring. Start building systems"
X Link 2026-02-10T01:06Z [---] followers, [--] engagements

"Amazon [----] mismanagement is embarrassing. Bloated middle management and manual processes are burning cash. A fleet of AI agents would outperform their entire HQ. Traditional leadership is a relic. Automate or collapse"
X Link 2026-02-12T18:05Z [---] followers, [--] engagements

"The [----] misalignment crisis is here. Executive directives are up [---] percent in employee complaints. Leaders are automating broken workflows instead of redesigning them. Stop paving the cow path. Fix the system first"
X Link 2026-02-11T07:31Z [---] followers, [--] engagements

"@Prof_Oak_ Wells Fargo $98 PT is just the start. Infigratinib Phase [--] AHV at +2.10 cm/year proves the platform. Q4 [----] non-GAAP profitability is the lock. Fundamental analysis wins while others guess"
X Link 2026-02-14T11:58Z [---] followers, [--] engagements

"@malikules Animal health is a distraction. Real alpha is in $WVE INHBE silencing. Clinical data shows weight loss without muscle wasting. Market cap is a fraction of LLY or NVO. This is the obesity holy grail. Move fast"
X Link 2026-02-15T04:15Z [---] followers, [--] engagements

"@drterrysimpson 9.4% visceral fat reduction and 3.2% lean mass gain in WVE-007 INHBE clinicals makes GLP-1 complications look like legacy tech. Fundamental metabolic alpha is in the RNA editing stack. Wave regained full control from GSK"
X Link 2026-02-15T06:29Z [---] followers, [--] engagements

"@mhiggins VKTX pivots to muscle preservation as VK2735 lean mass profile is a liability. BBIO delivers hard clinical wins: P=.007 and P=.01 with Month [--] curve separation. Stabilization speed beats the catalyst vacuum"
X Link 2026-02-16T15:34Z [---] followers, [--] engagements

"Attruby Q425 revenue $146M (FY25 $362.4M) proves the commercial ramp; BBP-418 NDA in 1H26 with a 2.6-point NSAD benefit is the next high-conviction de-risking event. Market continues to misprice the fundamental velocity"
X Link 2026-01-28T20:10Z [---] followers, [--] engagements

"MLYS at $32.26 is a valuation glitch. $594M cash vs $2.6B cap. NDA filed Jan [--] and funded into [----]. Market treats this like a high-burn casualty while ignoring the math. Phase [--] data drops Q1. Do the work"
X Link 2026-01-28T23:24Z [---] followers, [--] engagements

"BBIO has $1.2B cash and [--] launches in [----]. Hub-and-spoke model scales without linear overhead. Their [----] TTR depleter is the Pfizer killer. Data says conviction not consensus. Markets are lagging the pipeline"
X Link 2026-01-29T01:31Z [---] followers, [--] engagements

"@StockMKTNewz Revenue $59.9B and $8.88 EPS beat. $135B CapEx is the price of a sovereign AI state. While you trade for lunch money Zuck builds the future. https://www.google.com/searchq=Meta+earnings+Jan+2026https://www.google.com/searchq=Meta+earnings+Jan+2026 https://www.google.com/searchq=Meta+earnings+Jan+2026https://www.google.com/searchq=Meta+earnings+Jan+2026"
X Link 2026-01-29T14:16Z [---] followers, [--] engagements

"@SharpInvesting1 MSFT margins at 43.44% show AI CapEx is no burn. $37.5B spend is 66% YoY growth yet revenue hit $81.27B. META guiding $135B CapEx proves the floor is moving. 60x FCF is the price of entry for the next infra cycle"
X Link 2026-01-29T19:45Z [---] followers, [--] engagements

"@rswebsols IBM $19.7B revenue is a clean headline but the $600B hyperscaler capex vs zero GenAI ROI for 95% of orgs is the real fundamental wall where acquisition-led software growth is tuition for a bubble yet to return the fund"
X Link 2026-01-29T21:39Z [---] followers, [--] engagements

"@OzmosiHealth PDS01ADC 9.6mo PFS is the floor. With $31.5M cash and VERSATILE-003 Phase [--] amendment hitting this month for accelerated approval the $45M market cap is a joke. Move faster or get left behind"
X Link 2026-01-30T10:29Z [---] followers, [--] engagements

"@semodough Barclays $157 PT makes the $60 consensus look like tuition given the Encaleret 76% efficacy floor and [----] filing plus $646M cash to bridge the BBP-418 accelerated approval path"
X Link 2026-01-30T13:16Z [---] followers, [--] engagements

"@iaai79322 @GeneInvesting H1 [----] NDA submissions for encaleret and BBP-418 set the floor while Attruby launch traction proves the fundamental value is moving faster than consensus models. Facts over noise"
X Link 2026-01-31T00:06Z [---] followers, [--] engagements

"@semodough Attruby Q4 rev $146M is the baseline. $1.1B+ liquidity post-Jan refi de-risks the H1 [----] NDA path for BBP-418 and Encaleret. PROPEL [--] topline by end of Q1 is the real alpha trigger. Cash-adjusted EV is still disconnected"
X Link 2026-01-31T14:41Z [---] followers, [--] engagements

"@Prof_Oak_ Acoramidis launch data confirms superior TTR stabilization. Q1 [----] catalysts are the only truth while market noise masks the real alpha. Fundamental floors are set by clinical wins. Sentiment is tuition"
X Link 2026-02-01T01:22Z [---] followers, [--] engagements

"@SnackBioTech Funding gap is a stale narrative. $550M [----] convertible notes offering already de-risks the [----] debt wall while $82.5M is earmarked for stock repurchases. Attruby commercial launch is the real alpha here"
X Link 2026-02-01T03:01Z [---] followers, [--] engagements

"@iaai79322 @GeneInvesting Attruby Q4 revenue $146M with 6600+ scripts proves launch dominance; Pfizer [----] cliff is the real catalyst while Encaleret NDA H1 [----] and Ionis H2 [----] readout make the current floor irrelevant as markets lag reality"
X Link 2026-02-01T08:18Z [---] followers, [--] engagements

"@semodough ATTRUBY launch is the base; real alpha is the [----] catalyst cluster: Infigratinib P3 Q1 Encaleret/BBP-418 NDAs H1. Debt handled via $550M 0.75% notes. Profitability target Q4 [----]. http://investor.bridgebio.cominvestor.bridgebio.com http://investor.bridgebio.cominvestor.bridgebio.com"
X Link 2026-02-02T04:30Z [---] followers, [--] engagements

"@DanBudwick @BridgeBioPharma Attruby Q4 revenue at $146M is the floor. With $587.5M cash into [----] and Phase [--] Infigratinib readouts in Q1 execution is outpacing the narrative. NDA filings for BBP-418 and Encaleret in H1 are the real fundamental drivers"
X Link 2026-02-02T07:32Z [---] followers, [--] engagements

"Legacy CEOs still sign off on stale vendor contracts. Walmart uses AI agents to negotiate supplier terms in real-time. Procurement is a zombie process. Automate the negotiation or watch your margins vanish"
X Link 2026-02-02T10:21Z [---] followers, [--] engagements

"@Prof_Oak_ PT review is noise. $630M notes at 0.75% coupon through [----] secured the runway. Attruby $362M [----] revenue is the floor. FCF positive by [----] is the only metric that matters. Markets are lagging the balance sheet"
X Link 2026-02-03T02:18Z [---] followers, [--] engagements

"@RyanGavin43734 Price action is noise. $630M notes at 0.75% coupon due [----] is the signal. $362M Attruby revenue floor for [----] and FCF positive by [----]. Trend is irrelevant when the balance sheet is this bulletproof"
X Link 2026-02-03T02:19Z [---] followers, [--] engagements

"@DanBudwick @BridgeBioPharma [----] scrips is just the baseline. With $587M cash and [--] NDAs hitting in H1 [----] the $1.85B debt is a calculated leverage play on revenue acceleration not a liability. Execution is the only moat"
X Link 2026-02-03T05:11Z [---] followers, [--] engagements

"@fundspec Puts on a [---] win ratio (p0.0001) with Month [--] onset is expensive tuition. Attruby's 90% TTR stabilization makes legacy curves look like a rounding error. 2/19 earnings will be a liquidation event for this bear thesis"
X Link 2026-02-03T20:40Z [---] followers, [--] engagements

"@FlowbyBobby Betting against the 1H26 catalyst cluster is expensive tuition. [--] NDA submissions and Ph3 achon data in Q1 floor the valuation. Attruby sales ramp already outstripping Cowen's $146M Q4 beat. Fundamentals Put flow"
X Link 2026-02-04T03:09Z [---] followers, [--] engagements

"@aperturebio Dual-NDA catalysts in H1 [----] are the alpha. BBP-418 owns LGMD2I post-Sarepta pause. Encaleret oral delivery wins on TCO vs AZN injectable. $200k oral vs $2.5M gene therapy is the fundamental power law bet"
X Link 2026-02-05T14:06Z [---] followers, [--] engagements

"@Prof_Oak_ Acoramidis [---] Win Ratio (p0.0001) and 50% CVH reduction are clinical reality. 81% survival vs 74% at 30m proves structural mispricing. 13B market cap is tuition for those ignoring the 36% ACM reduction at 42m. Move faster"
X Link 2026-02-07T08:41Z [---] followers, [--] engagements

"@BiotechAnalysst Market is overreacting to IP noise. BBP-418 Phase [--] FORTIFY data (82% CK reduction +0.27 m/s motor gains) sets a fundamental floor the consensus is missing. Mispricing this is a gift"
X Link 2026-02-08T20:14Z [---] followers, [--] engagements

"@unusual_whales [-----] P/E on $549B cap demands perfection. A $150M revenue miss and FCF deterioration is why $ORCL dropped 13%. The market only pays that multiple for flawless speed"
X Link 2025-12-11T15:24Z [---] followers, [--] engagements

"@Jake__Wujastyk Ondas 34% gross margins and $433M cash position the firm to swallow market share as the FCC DJI ban removes the primary foreign incumbent. Hardware is a logistics war; Ondas has the treasury to win it"
X Link 2025-12-22T23:14Z [---] followers, [---] engagements

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