@watermedhenry Avatar @watermedhenry Henry LEUNG

Henry LEUNG posts on X about $ilmn, in the, company, $inmd 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 46% finance 19% currencies 6% cryptocurrencies 6% countries 5% exchanges 3% technology brands 1%

Social topic influence $ilmn #23, in the 12%, company 10%, $inmd 9%, ceo 6%, products 6%, $prct 6%, stocks 6%, major 6%, $fbrx 6%

Top accounts mentioned or mentioned by @nicktimiraos

Top assets mentioned Illumina, Inc. (ILMN) InMode Ltd. Ordinary Shares (INMD) PROCEPT BioRobotics Corporation (PRCT) Krystal Biotech, Inc. Common Stock (KRYS) Pacific Biosciences of California, Inc. (PACB) Vaxcyte, Inc. (PCVX) Novartis AG (NVS) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Apogee Therapeutics, Inc. (APGE) Basilisk (BSX) GeneDx Holdings Corp. Class A Common Stock (WGS) BioMarin Pharmaceutical, Inc. (BMRN) Doximity, Inc. (DOCS) TransMedics Group, Inc. Common Stock (TMDX) Alkermes Inc. plc (ALKS) Johnson & Johnson (JNJ) Biogen Inc (BIIB) GSK plc (GSK) Novo-Nordisk (NVO) Vertex Protocol (VRTX) ArbitrageCT (ARCT) Nuvectis Pharma, Inc. (NVCT) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Thermo Fisher Scientific Inc. (TMO) Arcblock (ABT) Davita Inc (DVA) Amgen, Inc. (AMGN) DexCom, Inc. (DXCM) Veeva Systems, Inc. (VEEV) Thomson Reuters Corporation (TRI) Factset Research Systems, Inc. (FDS) AbbVie Inc (ABBV) Viking Therapeutics, Inc (VKTX)

Top Social Posts

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

"$ILMN 3Q25A: the CEO Jacob Thaysen has been in the office for around [--] years and led the Company to deliver what he mentioned for portfolio optimization with transition to NovaSeq X adj. operating margin recovery. It looks like Company revenue has been stabilized from erosion while consumables sales likely gains steam in overall (thanks for clinical demand with decline in research segment) even when price per unit decreases. Company has been reiterating guidance for FY27E revenue growth with high single-digit growth and adj. operating margin at 27% (likely call transcript may mistake it for"
X Link 2025-11-12T06:02Z [---] followers, [---] engagements

"$BMRN impression: after the new CEO Alexander Hardy sits in the office since Dec [----] Company has cut numerous projects shown on R&D day in Sep [----] which are mostly pre-clinical candidates (25 in number) across cardiovascular CNS hematology musculoskeletal/metabolic and different modalities including biologics oligonucleotide AAV gene therapy in addition to one candidate at clinical stage that is AAV gene therapy BMN3313 for HAE with mentions of no discontinuation due to safety signals. What left in the pipeline are BMN333 with expectation of having better PK BMN351 for DMD BMN349 for AATD"
X Link 2025-11-17T10:12Z [---] followers, [---] engagements

"$TEVA impression: Company has started constructing innovative pipeline before Richard Francis in the office as the new CEO in Jan [----] so for the trend of lowering debt level on balance sheet. However under the lead of Richard Company's gross margin and operating margin in GAAP show improvement comparing to the time under the prior CEO (2017-2022) with the former one ranging from 49-48% between FY17A-22A to 48-50% between FY23A-TTM (from 3Q25A) and the latter one ranging from 16-19% to 20-21% across the same periods. Also annual revenue YoY growth shows the same pattern with decline across"
X Link 2026-01-27T10:02Z [---] followers, [---] engagements

"$VEEV impression: SaaS has been experiencing significant fall in the last [--] days under the shock of ANTHROPIC's Claude update of legal service and some providers like $TRI and $FDS has been on the down trend over the last half year. As a layman I believe the AI general use brings formidable challenge to service provider not performing sophisticated artistic non-public facing processing. What products and services $VEEV showing on official web and the revenue structure likely show its positioning as much more an executor ensuring seamless and swift process with centralized information well"
X Link 2026-02-05T08:49Z [---] followers, [---] engagements

"$DOCS 3Q26A: sharp fall of Company's share price together with the quarter result was likely related to two factors: unfavorable 4Q26E guidance with QoQ decline revenue and adj. EBITDA so the adj. EBITDA margin affected by higher AI investment with increasing usage - 45% less than 3Q26A/9M26A's 60%/59%; worries over different budgeting pattern (i.e. less upfront) and delayed contract-signing of pharmaceutical companies when facing actual and potential changing policies by US Trump Gov. leading to a weaker start in FY27E. Aside from negative factors uncontrollable (i.e. gov. action) Company"
X Link 2026-02-10T07:43Z [---] followers, [--] engagements

"$ILMN 4Q25A: Company delivered satisfying quarterly result with YoY+5% and guidance for FY26E revenue YoY+5%. However Company's share price still suffered possibly due to unfavorable guidance for FY26E adj. operating margin at 23.4% quite a distance from the CEO Jacob vision for FY27E reaching 26-27% and anticipating research and applied consumables revenue in FY26E with mid-to-high single-digit decline based on assumption of no fundamental changes in the unlikely enthusiastic environment. It's clear that Company has been doing well expanding clinical-side revenue delivering overall revenue"
X Link 2026-02-10T10:14Z [---] followers, [--] engagements

"$TEVA 4Q25A: result is on the trend with higher revenue better gross and operating margins. It is attributable to sales growth of Austedo and other better-modified products and a stable generics business. Also net debt level is on the track of reduction. Guidance for FY26E revenue is flat to slightly down compared with FY25A's while margins and FCF are anticipated with growth. FY26E topline will be affected with fierce competition of generic REVLIMID and likely AUSTEDO high inventory build in 4Q25A. Company anticipates innovative products as a meaningful driver of revenue likely in [----] with"
X Link 2026-02-11T09:21Z [---] followers, [--] engagements

"$PCVX 3Q25A: timeline of data sharing is intact with VAX31 Adult and VAX31 Infant expected in [----] and [----] respectively. VAX24 Infant data was released together with quarter result and is same as expected that serotypes with weak or failed GMRs in PD3 also happened in PD4. Company decides to solve the problem with higher mixed dose (4.4mcg/3.3mcg) and discontinued enrollment in low dose arm (1.1mcg) based on serotypes show certain level of dose-dependent effect. Cash level is expected being enough for operation into mid-2028. $PCVX latest market cap after result was $5.3B likely reflecting"
X Link 2025-11-06T09:13Z [---] followers, [---] engagements

"$PCVX update with details of other trials for VAX-31 Adult: the timeline disclosed of data sharing keeps intact with the Ph3 trial OPUS-1 topline for the VAX-31 Adult non-inferiority study (vs. PCV20 & PCV21) in 4Q26E and VAX-31 Infant's Ph2 topline in by end of [----]. VAX-31 Adult will be under studies to see effect when co-administered with influenza vaccine and effect to people received pneumococcal vaccine before. The detail newly disclosed of VAX-31 trials show Company's plan and faith to try acquiring a large portion of market for pneumococcal vaccine for adult."
X Link 2026-01-23T05:36Z [---] followers, [---] engagements

"$INMD 4Q25A: It's been some days with weak results after the peak in FY23A not only for the Company but also other companies like $ABBV. A industry highly sensitive to changes of discretionary expenses. Margins were hit with FY25A's adj. gross/operating margin at 79%/26% vs. FY24A's 81%/33% due to higher sales and marketing expenses. Part of reasons are YoY-9% of platform's average selling price in US and even more platforms distributed consumables sales staying about the same level. Even the Company expressed hesitation for the FY26E guidance flat revenue [---] percentage points gross margin"
X Link 2026-02-12T10:09Z [---] followers, [---] engagements

"$APGE APG777 Ph2a W16 data: unlike healthy volunteer data conjunctivitis finally shows itself among AD patients. EyeWiki by AAO suggests possible reasons for conjunctivitis among patient receiving dupilumab are about demodex or goblet cell or low distribution in eyes. The latter one is unlikely as placebo group in most trials has less incidence. The 1st line treatment for such eye inflammation is topical steroids and/or topical immunomodulators like tacrolimus or cyclosporine which the latter two particularly inhibit Th1 reflecting argument of Th1/Th2 imbalance or activated T cell against"
X Link 2025-07-08T09:29Z [---] followers, [----] engagements

"$TMDX 2Q25A: another quarter beats consensus and raises full year guidance which FY25E revenue is anticipated to be $585-605m (YoY+35%) from $565-585m. Gross/product/service margin was 61%/80%/33% which product part was affected by higher freight cost and service part was benefited from higher fleet utilization and better logistic operation. Company expects in 2H25E some impacts to margin due to aviation maintenance however gross margins over the coming years is still anticipated to be 60%. Actually the latest gross margins meet the ideal levels for both product and service shared in 3Q23A"
X Link 2025-07-31T09:38Z [---] followers, [---] engagements

"$PRCT 2Q25A: uncertainty of new CEO may contribute part of the recent share price fall. New CEO Larry Wood served $EW's TAVR segment across R&D regulatory function and sales since [----] and at the same time $EW's TAVR has been successful that we can tell it from stock price historical performance (at least surging until the peak in 2022). The only question for new CEO is if his skillset is transferable to urological surgical department and I guess at least his sales management skill like performance evaluation is transferable. FY25E guidance for new systems/handpieces sold is 210/53k YoY"
X Link 2025-08-11T09:42Z [---] followers, [---] engagements

"$VKTX impression: at first glance Company assets are likely dual GLP-1/GIP agonist and TR-beta agonist covering markets with significant size - obesity and MASH. However it looks like $VKTX's TR-beta agonist has had misappropriation problems with ASCLETIS a threat when US court ruling in Oct [--] to allow ASCLETIS's products into US in [----]. $VKTX has not provided further development plan for TR-beta agonist VK2809 in [----] after Ph2b completion in [----] further eroding market confidence and thereby valuation for MASH. Likely the only prominent asset left to $VKTX is dual GLP-1/GIP agonist -"
X Link 2025-08-20T08:34Z [---] followers, [---] engagements

"$KRYS label expansion of VYJUVEK: VYJUVEK label expansion includes pediatric patients from birth and before the expansion it was since [--] months old. Looks like meaningful as DEB onset would be upon birth. Also label expansion including home setting by patient would be convenient"
X Link 2025-09-16T03:01Z [---] followers, [---] engagements

"$ALKS more impressions: Company is likely moving focus away from partnership products.as there is no specific full-year guidance for revenue from those products in FY23A result. It is understandable that INVEGA (with $JNJ for schizophrenia) and VUMERITY (with $BIIB for multiple sclerosis) like have tough fights in the presence of COBENFY (at least no black box warning like INVEGA) and OCREVUS (considered as high-efficacy treatment in an article by Archit B Baskaran et al. while VUMERITY as moderate one). $ALKS proprietary products come with some optimizations compared with old products"
X Link 2025-10-16T07:50Z [---] followers, [---] engagements

"Weakened consumption of a-little-luxury goods. http://2020.HK http://2020.HK"
X Link 2022-08-23T05:42Z [---] followers, [--] engagements

"$SPRO: 118m USD of my valuation (only tebipenem) vs. 77m USD mkt. cap on 22nd Sep [----] $SPRO skyrocketed 168% ytd. as it built a partnership with $GSK"
X Link 2022-09-23T06:30Z [---] followers, [--] engagements

"$GSK exclusively licenses-in tebipenem and $SPRO receives milestones and royalty. Also $GSK makes 9m USD equity investment in $SPRO which purchase price is [---] USD/share (it was [----] USD/share a day before)"
X Link 2022-09-23T06:30Z [---] followers, [--] engagements

"On 27-30th Sep [----] Quilience's Ph2 topline data about treating primary symptoms of narcolepsy which are excessive daytime sleepiness (EDS) and cataplexy is expected during European Sleep Research Society Congress (ESRS)"
X Link 2022-09-26T05:53Z [---] followers, [--] engagements

"Lead candidates Quilience and Nolozol are both mazindol in formulations of extended-release and controlled release. Mazindol was developed by Sandoz marketed as Sanorex in US in [----] and pulled off in [----] for reasons other than safety or effectiveness"
X Link 2022-09-26T05:53Z [---] followers, [--] engagements

"$EQ: 104m of my valuation (only itolizumab for aGVHD and LN) vs. 81m mkt. cap on 27th Sep [----] I believes it could have a higher valuation if also incl. itolizumab's other indication. $EQ jumps 23% after positive interim results of itolizumab treating lupus nephritis"
X Link 2022-09-28T02:52Z [---] followers, [--] engagements

"Lead candidate itolizumab is licensed-in from an Indian pharm $BIOCON in [----] and is required to pay royalty mid-single digits to sub-teen double digits from sales in US and Canada. $BIOCON owns 6.7% shares of $EQ"
X Link 2022-09-28T02:52Z [---] followers, [--] engagements

"On 9th Dec [----] ARX788's Ph2 single arm study demonstrated in a poster that among [--] patients ORR was 57.1% and DCR was 100% but there's also high incidence of AEs leading to dose delays reductions or interruptions"
X Link 2022-12-12T07:15Z [---] followers, [--] engagements

"ARX788 (HER2+ metastatic breast cancer after T-DM1): 56m USD 44k US mBC patients (deaths/year) * 14% HER2+ * [----] excl. Enhertu's CR * [---] mkt. * 90k USD/year (Kadcyla) * [---] excl. royalties (unfavorable terms) * [----] success rate * [----] 8-yr. discount rate * [--] sales multiple"
X Link 2022-12-12T07:15Z [---] followers, [--] engagements

"Some strong-performing stocks in my watchlist on 21st Feb [----]. $AMAM $LZAGY $XBI/#NASDAQ was down 4.6%/2.5% which is probably out of concerns of recession. The link below by @NickTimiraos says recession is hardly avoided if 2% inflation is the goal. https://x.com/NickTimiraos/status/1628062934604603392s=20 Only one strong-performing stock in my watchlist on 17th Feb [----]. $SGEN $XBI biotech and pharma all made a rebound. https://t.co/7caenHntMP https://x.com/NickTimiraos/status/1628062934604603392s=20 Only one strong-performing stock in my watchlist on 17th Feb [----]. $SGEN $XBI biotech and"
X Link 2023-02-22T01:53Z [---] followers, [---] engagements

"Some strong-performing stocks in my watchlist on 14th Apr [----]. $LZAGY $NVO $VRTX $BSX A slight adjustment happens across indices driven by greater-than-expected Michigan Inflation Expectation in Apr. News menions some members in US Fed being cautious of raising rate too fast. Some strong-performing stocks in my watchlist on 13th Apr [----]. $ARCT $ISEE $SCPH $LZAGY Pharmas like $NVO $MRK $NVS $VRTX have well performance in chart and also medical device like $BSX. Lower-than-expected US PPI in Mar and mixed US CPI in Mar drive up the $XBI. https://t.co/9EryWi5xyU Some strong-performing stocks"
X Link 2023-04-16T02:39Z [---] followers, [----] engagements

"Some strong-performing stocks in my watchlist on 17th Apr [----]. $DRMA (+54% aft. mkt.) $CBAY $LZAGY $NVO $XBI presented a strong rebound (+4.66%) much stronger than major indices (#NASDAQ +0.28%) probably due to mkt. realizes biotech is cheap enough aft. several acquisitions. Some strong-performing stocks in my watchlist on 14th Apr [----]. $LZAGY $NVO $VRTX $BSX A slight adjustment happens across indices driven by greater-than-expected Michigan Inflation Expectation in Apr. News menions some members in US Fed being cautious of raising rate too fast. https://t.co/hSeKfTxSXC Some"
X Link 2023-04-18T01:09Z [---] followers, [----] engagements

"Some strong-performing stocks in my watchlist on 5th May [----]. $HUMA $IBRX $BIIB $PODD Major indices and $XBI remained strong after a better-than-expected US Apr non-farm payrolls. Only one strong-performing stock in my watchlist on 4th May [----]. $HUMA The mkt. indices incl. $XBI are still solid even several regional banks have suffered from huge decline in stock price. https://t.co/5b5sWIzdRs Only one strong-performing stock in my watchlist on 4th May [----]. $HUMA The mkt. indices incl. $XBI are still solid even several regional banks have suffered from huge decline in stock price."
X Link 2023-05-08T01:44Z [---] followers, [----] engagements

"Some strong-performing stocks in my watchlist on 12th May [----]. $NVCT $ADMA $NVCT is filled with hope on NXP800 while $ADMA is driven by better-than-expected result the 1st time adjusted EBITDA profitability and upraised guidance. Some strong-performing stocks in my watchlist on 10th May [----]. $ARCT $LLY $XBI and major indices responsed positively to the same as/better-than-expected US Apr CPI. I thought the major indices would have reacted much stronger. https://t.co/WDiBDcQ7kE Some strong-performing stocks in my watchlist on 10th May [----]. $ARCT $LLY $XBI and major indices responsed"
X Link 2023-05-15T02:15Z [---] followers, [---] engagements

"$OLK's 1Q23A: rev./EPS was 27.5m/-0.11 USD yoy +21%/NA above cons. of 27.3m/-0.12 USD. Of the rev. kits/services was 13.5m/10.4m USD yoy +239%/-37%. Explore/Signature Q100's new placements was 11/26 and so 63/117 was installed in total. FY23E guidance is unchanged"
X Link 2023-06-07T03:22Z [---] followers, [---] engagements

"$NVCT's 281m USD of mkt. cap now may suggest peak sales at 2.3b USD. (281m USD/0.1 success rate/0.3 10-yrs. rate/4 sales multiple) Positive clinical data will drive up the cap if mkt. thinks both Ph1 assets could be like PD-1 with broad indications. Cash sufficient into 2H24E. $NVCT: 45.1m USD of my valuation (NXP800 for ovarian & gastric cancers only) vs. 114m USD of mkt. cap on 25th Jan [----] Ph1 NXP800 is highly valued by mkt. for potential on other ARID1A mutated tumors (7.8x above). Of coz NXP900's IND in 1Q23E is also valuable. https://t.co/awh2ImblQS $NVCT: 45.1m USD of my valuation"
X Link 2023-06-09T06:37Z [---] followers, [---] engagements

"Novel compound pegcetacoplan targeting C3 protein is the most valuable asset of $APLS which is protected by patents of its own or license with Uni. of Pennsylvania (by paying low single-digit royalties). It is applied on approved assets Syfovre (IVT) and Empaveli (SubQ)"
X Link 2023-08-01T10:30Z [---] followers, [---] engagements

"$APLS has built partnership with Sobi (Swedish Orphan Biovitrum AB) that Sobi has exclusive sublicensable license of pegcetacoplan outside US (for high teens to high twenties royalties)"
X Link 2023-08-01T10:30Z [---] followers, [---] engagements

"$OLK is acquired by $TMO at $26/share or mkt. cap $3.1b. The deal is expected to be completed by mid-2024. $TMO closes it with a good price"
X Link 2023-10-17T12:48Z [---] followers, [---] engagements

"3Q23A results: it suggests a worsening economy are we close to or in recession now Weak funding tight hospital's budget restrained consumer spending are what results of $TMO $HCA $ISRG $INMD $ALGN show us besides headlines of layoff. Still demand for surgery's solid. 2Q23A results: $NVS $JNJ $ABT $ISRG are above consensus as well as consumer & healthcare discretionary ones $ALGN and $INMD (positive profit alert) so do soft drink ones $KO and $PEP. However fed rate soft PMI and weak funding (ref.: $TMO and $LZAGY) are worrying. 2Q23A results: $NVS $JNJ $ABT $ISRG are above consensus as well as"
X Link 2023-10-26T07:51Z [---] followers, [----] engagements

"3Q23A result: while some relatively discretionary health services/spending were weak demand for surgery incl. CVD and Ortho was pretty strong which reflects on $EW $BSX $SYK. Also it seems demand for surgery strengthens the sales of imaging machines of $GEHC"
X Link 2023-11-06T08:37Z [---] followers, [---] engagements

"$DVA's 3Q23A result beats consensus. Its income stream looks stable as operating income is +31% over 3Q19A's although average treatments/day is -5% less. It's nice for $DVA getting back to share repurchase. $DVA is down significantly out of exaggerated expectation for $NVO's GLP-1 as a trial of the semaglutide for patients with T2D and CKD stopped early after interim analysis met certain pre-specified criteria. $DVA is interesting if it goes lower as the threat is not imminent. $DVA is down significantly out of exaggerated expectation for $NVO's GLP-1 as a trial of the semaglutide for"
X Link 2023-11-09T06:40Z [---] followers, [---] engagements

"$DVA in 3Q23A's call shared thoughts on GLP-1: 1) GLP-1's been available for years; 2) stalled CKD progression & less cardiac events means longer lifetime & higher chance for dialysis; 3) 8% of its ESRD patients takes SGLT2 65% withdraws it and GLP-1 may face things similar"
X Link 2023-11-09T06:41Z [---] followers, [---] engagements

"Same as others $AMGN would face patents expirations within coming [--] yrs. involving major products Prolia/Xgeva Enbrel Otezla Repatha which delivered sales $13b in FY23A. Tezspire & Tepezza w/ approved indications would help offset part of impact w/ est. peak sales $5b"
X Link 2024-03-13T10:01Z [---] followers, [---] engagements

"Unlike $PFE story of $AMGN is better potentially delivering much higher sales than the total impact of patents expirations w/ potential expanded indications of existing products i.e. Tezspire and rocatinlimab. What a huge mkt. of autoimmune diseases"
X Link 2024-03-13T10:01Z [---] followers, [---] engagements

"$AMGN's upside may come from AMG786 non-incretin-based oral drug for obesity. But there's not much info. shared for AMG786 besides initial Ph1 data anticipated in 1H24E. Can't take it into account. Haven't see advantage of another obesity drug MariTide over exisiting products"
X Link 2024-03-13T10:01Z [---] followers, [---] engagements

"$AMGN's another upside could be from Olpasiran but it's also a product with questions. It demonstrated ability to lower level of Lp(a) in Ph2 but the huge challenge is ahead in Ph3 whether it shows benefits on cardiovascular death myocardial infarction etc"
X Link 2024-03-13T10:01Z [---] followers, [---] engagements

"$AMGN's mkt. cap now is $148b and so cap to FCF $8b ($7.4b/$8.8b in FY23A/22A) is 18.5x. Feels not safe enough when only success of Tezspire Tepezza rocatinlimab offsetting the whole impact of patents expirations sounds promising"
X Link 2024-03-13T10:01Z [---] followers, [---] engagements

"$ILMN 4Q23A result: 1) finalizing terms of GRAIL divestiture by end of 2Q24E not affected by external factors; 2) FY23A adj. EPS beats; 3) CORE-ILLUMINA numbers in FY24E expected to be flat (when decline/growth in instruments/consumables) w/ operating margin maintains as 20%"
X Link 2024-04-17T06:00Z [---] followers, [---] engagements

"Notes from the guide: 1) even facing a bunch of rivals and almost-expired patents $ILMN looks preeminent in short-read as most ppl. would consider other systems if 50% cheaper; 2) $ILMN just enters long-read but still requires amplification (time-consuming); $ILMN $PACB"
X Link 2024-04-18T09:32Z [---] followers, [---] engagements

"Notes from the guide: 3) $ILMN offers products w/ wide-range of prices; 4) $PACB is one of major players in long-read (another is $ONTTF) w/ Q30 error rate through repeated passes; 5) $PACB just enters short-read w/ Q40 higher than most sequencers (which're Q30). $ILMN $PACB"
X Link 2024-04-18T09:32Z [---] followers, [---] engagements

"Thoughts: 1) most of sequencing data is generated through $ILMN's products filled w/ ppl. trust probably helping $ILMN withstands fierce competition and fast-changing tech; $ILMN $PACB"
X Link 2024-04-18T09:32Z [---] followers, [---] engagements

"Thoughts: 2) $PACB has first mover advantage in long-read but its financial sustainability and recent announcement of weak demand expected in FY24E is concerning; 3) higher cost (yet decreasing) of long-read probably is major factor preventing wide-spread adoption; $ILMN $PACB"
X Link 2024-04-18T09:32Z [---] followers, [---] engagements

"Thoughts: 4) economic prosperity in coming years probably is one of major factors affecting $PACB when long-read seems rather adopted for R&D over clinical use (well-known target sequences) although the guide suggests long- and short-read are complementary. $ILMN $PACB"
X Link 2024-04-18T09:32Z [---] followers, [---] engagements

"Abrupt changes in $ILMN's margins have happened since [----] the year acquiring GRAIL also the peak year of biotech funding. Now $ILMN has a new team of management and works on divesting GRAIL. Could it regain the glory ($800m of FCF/year) I hope it will"
X Link 2024-04-19T07:39Z [---] followers, [---] engagements

"Notes for $ILMN's strategy before 1Q24E result: 1) 25B flow cell of NovaSeq X is seen as rev. driver and customers are transitioning from 6K to X (affecting rev. growth); 2) scaling up X would improve margins; 3) management's aware of importance of developing multiomics and MRD"
X Link 2024-04-22T09:04Z [---] followers, [---] engagements

"$TMDX faces challenges of short report by Scorpion. There've been many discussions about the allegations of overpricing organs trafficking effectiveness etc. which most can be addressed by and justified by clinical data and unmet demand w/ inelastic supply. Regarding to the valuation of $TMDX it can be deemed to be expensive w/ perspective of regular stock w/ potentially slow growth in common sense but it makes sense for a company facing unmet demand with limited growing of supply besides constantly growing number of demand over aging population"
X Link 2025-01-13T02:01Z [---] followers, [---] engagements

"$PRCT faces challenges by SPRUCE POINT incl. skyrocketing valuation increasing receivable turnover yet to announce prelim. 4Q24E result overestimated volumes of surgery and indication questioning market interest and probability being profitable. The first three are solid and concerning. Although hospitals possibly increasingly prefer the cash in their pocket it's not nice for the receivable ratio increasing (while some companies don't). About the surgery volume the US one should be around 210k under certain assumptions (i.e. population multiple over UK and UK TURP volume). About the"
X Link 2025-01-23T11:02Z [---] followers, [---] engagements

"$BEAT submission for 12L ECG synthesis software to FDA came by end of Jan [--] and still touched on the plan about the heart attacks (at very early stage going for a large market). The most crucial one ahead should be the financing without much details in the deck. $BEAT finally gets the FDA approval to assist physicians interpreting arrhythmias a step before gaining function synthesizing 12L ECG and detecting heart attack. Mkt.'s down-13% possibly related to the lack of timetable for next steps in the PR besides financing ahead. https://t.co/62GNGQWFJO $BEAT finally gets the FDA approval to"
X Link 2025-02-06T03:32Z [---] followers, [---] engagements

"$DXCM impression: $DXCM may be still the largest CGM player in the US followed by the $ABT with 90% of FY24A sales that $DXCM did while $MDT seems not having advantages of accuracy regarding Mean Absolute Relative Difference (MARD) and early expired sensor. $DXCM is probably facing pressures from $ABT as no matter which one has better accuracy but they're close and $ABT has earlier FDA approval for longer effective duration of [--] days in Apr [----] compared to $DXCM's clearance for 15-day use in Apr [----]. $DXCM's OTC CGM system STELO approved in Mar [----] probably hasn't drawn strong interest of"
X Link 2025-05-15T09:47Z [---] followers, [---] engagements

"$INMD 1Q25A & notes: in the call apart from lowering FY25E guidance on adj. gross margin from 80-82% to 78-80% and adj. operating margin from $130-135m to $101-106m due to growing revenue contribution from international market than US market Company stressed that 2Q25E would be critical for maintaining FY25E guidance as 2Q is usually stronger than 1Q and contributes 25-27% of annual revenue. $INMD market cap is now $870m and based on FY25E guidance it would be P/S 2.18x and P/E 8.6x (FY25E adj. EPS $1.64-1.68). It strongly suggests market being unconfident of not even maintaining FY25E"
X Link 2025-06-12T10:37Z [---] followers, [---] engagements

"$FBRX FB102 celiac disease Ph1b data: patient baseline is villus without seriously damage and a marginal level of IELs given the trial inclusion is Vh:Cd2.0. Safety profile is okay for now with adverse events of FB102 mostly mild and some moderate and higher incidence and seriousness of adverse events for patients receiving placebo than FB102 despite FB102 comes with disorders not presented among patients with placebo that are ear and labyrinth disorders and vascular disorders. FB102 likely presents same mechanism profile as preclinical and healthy volunteer trial through reduction effect of"
X Link 2025-06-24T07:52Z [---] followers, [---] engagements

"$WGS impression: Company a $OPK spin-out completed reverse takeover via Sema4 in May [----]. It offers exome/genome NGS sequencing (with avg. reimbursement $3.4k/$2.6k in 1Q25A/24A) to pediatric neurologist at outpatient setting (14% penetration in 1Q25A possibly in US mkt.) and is trying to get into inpatient market by its marketed ultra rapid genome sequencing product (with result delivery as soon as [--] hrs.) and also newborn screening supported by its ongoing study GUARDIAN (with interim result published on JAMA in Oct [--] and expected to contribute revenue in FY27E) in collaboration with"
X Link 2025-07-07T06:53Z [---] followers, [----] engagements

"$WGS 2Q25A: $WGS delivered nice revenue and exome/genome volume growth in the quarter and raises FY25A guidance on revenue from $360-375m to $400-415m and on adj. gross margin from 66-68% to 68-71% without change of exome/genome test volume growth (staying at YoY+30%). Company guidance implies the revenue in 2H25E $218m and together with Company expecting 54% of test volume of 2H25E occurs in 4Q25E 3Q25E's revenue may be $100m (if volume to revenue is 1:1) almost no QoQ growth. Denial rate in 2Q25A was 45% which Company said there was couple of hundred basis points improvement (although the"
X Link 2025-07-30T09:45Z [---] followers, [---] engagements

"$INMD 2Q25A: Company lowers FY25E guidance again which anticipated revenue/adj. operating income is now $365-375m/$93-98m from $395-405m/$101-106m without changes of adj. gross margin/operating margin at 78-80%/25-26%. Inventory and receivables turnover were stable at unfavorable level comparing to the last few years. Still the old reason - poor macro has been negatively affected results in 1Q and 2Q25A at which revenue was $77m/$95.5m less than $80m/$100m to meet previous guidance for FY25E revenue $400m by contribution 20%/25% to the whole year. Company said it's not achievable for revenue"
X Link 2025-07-31T06:58Z [---] followers, [---] engagements

"$ILMN 2Q25A: in terms of average number while Company's guidance for FY25E revenue improves from -2% to -1.5% instruments/consumables in Rest of World is from 0%/+1% to -5%/+2% and China part is from $175m to $200m. It is compared to guidance given in 1Q25A instrument gets worse due to soft demand from research customer consumables gets better due to better demand from clinical customer and better demand from China customer even its sequencing instrument has been banned by Chinese Government. Company said near-term growth has been and will be from NovaSeq X's higher penetration and clinical"
X Link 2025-08-04T09:36Z [---] followers, [---] engagements

"$PCVX 2Q25A: while the timelines for VAX31 Adult Ph3 topline and VAX24 Infant Ph2 PD3 OPA and PD4 IgG & OPA data are still intact that would be in [----] and by end of [----] respectively release of VAX31 Infant Ph2 topline is delayed from mid-2026 to 1H27E (actually PD4 topline is not delayed given it was expected up to [--] months after PD3 topline in mid-2026). VAX31 Infant Ph2 will not expand low dose cohort and add an optimized dose cohort with higher dose level (i.e. 4.4mcg/3.3mcg) at the hope to present sufficient non-inferior data over PCV20. The decision is likely triggered by marginal data"
X Link 2025-08-07T06:08Z [---] followers, [---] engagements

"$APGE 2Q25A: APG777 (anti-IL-13): atopic dermatitis-Ph2 part A 52wk data in 1H26E Ph2 part B 16wk data in mid-2026 Ph3 initiation after them in 2026; mild-moderate asthma-Ph1b data in 1H26E including PK and fractional exhaled nitric oxide concentration (FeNO) suppression; asthma and eosinophilic esophagitis-Ph2b plan disclosure after data of atopic dermatitis Ph2 part B and asthma Ph1b in [----]. APG279 or APG777+APG990 (anti-IL-13 & -OX40L): moderate-severe atopic dermatitis-Ph1b data (vs. Dupixent) in 2H26E. APG333 (anti-TSLP): healthy volunteers-Ph1 data in 4Q25E; plans disclosure"
X Link 2025-08-12T07:23Z [---] followers, [---] engagements

"$ATEC impression: Apparently $ATEC experienced dramatic changes in 2016-2018 restructure and strategy pivot after. Back to old days It was just a common spine medical device company with losses selling devices like grocery store. By end of [----] Company hired Terry Rich as CEO. Terry brought in ex-colleagues from WRIGHT MEDICAL and NUIVASIVE focused on enhancing efficiency and restructuring distribution network. However Terry's tenure as CEO was short lasting for around one year. The next CEO Patrick Miles also from NUVASIVE has established and been executing much exciting strategy dedicating"
X Link 2025-08-28T09:47Z [---] followers, [---] engagements

"$FBRX more of Ph1b result: more details were presented to show FB102 effects on NK and T reg. Reasonable outcomes for an anti-CD122"
X Link 2025-09-16T07:08Z [---] followers, [---] engagements

"$INMD litigation: 19/24 statements likely about accusation of misleading statements against Company were dismissed by the Court which means [--] statements left"
X Link 2025-09-29T05:25Z [---] followers, [---] engagements

"$APGE public offering: Company's share price was up significantly for 30% in last [--] days a reaction to public offering for $300m announced. It's a big question mark for the stock movement under circumstance of $APGE with enough cash to support operation till 1Q28E noted in 2Q25A result. I consider it not a good move as [--] week data of APG777 Ph2 part A is expected in 1Q26E. Is the offering urgent when Company has so much cash"
X Link 2025-10-10T15:11Z [---] followers, [---] engagements

"$INMD preliminary 3Q25A result: $INMD revenue in the quarter is expected $92.5-93m with gross margin 77-79% and guidance of FY25E revenue is intact with $365-375m. The guidance for full year revenue being intect suggests 4Q25E revenue contributing 27% of it. 4th quarter in 2018/19/20/21/22/23/24 contributed 29%/30%/36%/31%/30%/26%/25% of annual revenue back in its year. It's clear that 4th quarter contribution to the full year becomes less together with FY23/24A revenue growth significantly slowing down after Fed fund rate began climbing up in early [----]. Likely level of interest rate is"
X Link 2025-10-10T15:40Z [---] followers, [---] engagements

"$KRYS platform tech designation for KB801: After likely failure/deprioritization of KB707 for sure it raises question over the sustainability and development of its HSV-1 platform. The FDA designation boosts confidence in $KRYS platform to deliver harvest besides COL7A1. I'm not sure if $KRYS can meet the timeline sharing KB801 Ph1/2 data expected in 2H25E which likely by end of [----] as the 1st patient dosed in early July and interim analysis at week 9"
X Link 2025-10-15T03:30Z [---] followers, [---] engagements

"$ALKS impression: Company shares has recovered from drawback of orexin [--] receptor agonist Alixorexton's Vibrance-1 Ph2 data suggesting it didn't achieve statistical significance at 4mg and 8mg vs placebo. However it would likely improve through increasing sample size. Referring to $AVDL's LUMRYZ Ph3 data the SD of effective experimental group was less than such in placebo group which is also applicable to the $ALKS Alixorexton 6mg a less range compared to non-statistical significant groups 4mg and 8mg. $ALKS is an interesting Company which its CEO Richard Pops was at the same position in 1991"
X Link 2025-10-15T08:04Z [---] followers, [---] engagements

"$WGS 3Q25A: growths of quarterly revenue and volume accelerated with YoY +52% and +33% respectively higher than 2Q25A's YoY +49% and +28% and also 1Q25A's YoY +42% and +24%. Company also raises FY25E guidance with annual revenue growth from +48-52% to +53-55% and adj. gross margin from 68-71% to 70-71% while exome and genome volume growth expectation stays the same - at least YoY+30% also the positive adj. net income every quarters in FY25E. Denial rate and reimbursement are improving which are 45-49% and $3.8k better than 2Q25A's 45% and $3.7k. This quarter recorded GAAP operating loss (when"
X Link 2025-10-30T05:58Z [---] followers, [---] engagements

"$DXCM 3Q25A: result in the quarter meets consensus for both top line and bottom line. Still Company's share price has fallen significantly after releasing result in post-market. Despite Company raises the guidance for FY25E revenue from $4.60-4.63B to $4.63-4.65B the fall of share price is likely attributable to guidance for margin slightly 1% lower than previous guidance due to manufacturing turmoil and management comments in earning call about top-end of FY26E guidance for revenue likely slightly below market consensus low teens growth. Analyst's questions in earning call include terminal"
X Link 2025-10-31T10:19Z [---] followers, [---] engagements

"$FBRX drastic up of share price: few days before on 14th Nov [----] $NVS likely updated its GIA632 Ph2a status which the trial for moderate to severe atopic dermatitis initiated on 10th Nov [----]. The anti-IL15 mAb GIA632 formerly called CALY-002 is probably the candidate from acquiring CALYPSO with $250m upfront"
X Link 2025-11-19T01:44Z [---] followers, [---] engagements

"US authority stops the acquisition targeting $FSTX by China biopharm out of unsolved national security risks. It is bad news for China biotech. http://1177.HK http://1177.HK"
X Link 2022-12-29T14:27Z [---] followers, [---] engagements

"$KRBP latest news about the result is mostly in the Form S-1 several days ago which're the 1st patient and 4th patient achieving 30% tumor reduction at month 12/8 [--] PD and [--] SD. Form S-1 shows the attempt back to the NYSE. $KRBP latest presentation in Dec 24: 1) 4th patient turned to -31.9% PR in month [--] from -5.3% SD in month 6; 2) in Dec [--] 1st/6th/7th patient will have follow-up of month 12/4/2. https://t.co/3qMjziCTvZ $KRBP latest presentation in Dec 24: 1) 4th patient turned to -31.9% PR in month [--] from -5.3% SD in month 6; 2) in Dec [--] 1st/6th/7th patient will have follow-up of month"
X Link 2025-01-22T01:46Z [---] followers, [---] engagements

"$LENZ impression: I have no question over its LNZ100 efficacy under normal light and benefit of possible dosage once a day but obviously it offers no improvement of mesopic vision and even has higher incidence of hyperemia while $ABBV's partly abandoned-product VUITY offers such benefit despite likely possible requiring 2nd dose after 3-6 hours and having higher incidence of eye pain. The adverse event hyperemia may require caution on the coming PDUFA on 8th Aug [----] (without advisory committee meeting) as patient with a need to improve eyesight may not want to be in danger under dim light."
X Link 2025-07-17T10:07Z [---] followers, [----] engagements

"$BJDX's lead asset Symphony IL-6 test is expanding clinical program and is anticipated submission to FDA in 1H23E by 3Q22A result in Nov [----]. Symphony is an automated diagnostic system and fluorescence immuno-analyzer also allows "sample to test" format"
X Link 2023-02-09T08:14Z [---] followers, [---] engagements

"Could China's consumption recover $HSI struggles again as to 10:30 HKT performs the best after announcing 1H22A NI yoy +12%. BBG cons. on adj. NI in FY22E/FY23E is 4.68b/5.88b CNY yoy +16.7%/+25.6%. FY23E P/E 26.5x PEG [----] as mkt. cap 156b CNY now. http://2331.HK http://2331.HK"
X Link 2022-08-12T02:43Z [---] followers, [--] engagements

"Technology of Symphony IL-6 test is developed by $BJDX's partner & investor Toray Industries and $BJDX is required to pay royalties 15%. Symphony system is marketed in JP under the name RAY-FAST and showed excellent correlation (r=0.9490) with Roche Test on AACC Poster B-204"
X Link 2023-02-09T08:14Z [---] followers, [---] engagements

"$INMD market cap ($1.6B) looks reasonable even the annual FCF is cut to $100m"
X Link 2024-07-18T07:14Z [---] followers, [----] engagements

"$INMD attributed the underperformed 2Q24A to unfavorable macro and not-yet delivered orders of new platforms (expected before year end) and also lowered the FY guidance. Given 3Q usually isn't a hot season of aesthetic treatments possibly the market hangs on 4Q performance. $INMD market cap ($1.6B) looks reasonable even the annual FCF is cut to $100m. $INMD market cap ($1.6B) looks reasonable even the annual FCF is cut to $100m"
X Link 2024-09-23T06:24Z [---] followers, [----] engagements

"$PRCT 4Q24A: FY24A topline adj. EBITDA and margins meets expectation. FY25E guidance (not including contribution of prostate cancer) is not bad with gross margin 64.5% and adj. EBIDTA loss -$35m. $PRCT is managing expectation over the utilization being flat in 1Q25E due to saline shortage caused by Hurricane Helene (was affected in Jan [--] but recovered in Feb 25) meaning FY25E result much relies on the other quarters (which $PRCT has a track record to outperform guidance) while $PRCT models acceleration from 2Q- to 4Q25E with utilization growth 20%. As $PRCT wasn't questioned about the"
X Link 2025-02-27T09:25Z [---] followers, [----] engagements

"$ILMN notes & 4Q24A: besides $ILMN beat the estimates both of revenue and adj. EPS in the quarter it has showed the improvement of margins as well. A nice quarter. However $ILMN is now facing threats of cost-cutting initiatives or news by the US Gov. including those for research purpose and about insurance policies. A significant portion of $ILMN revenue is related to research-use not to mention the WGS inherently less favorable than limited sequencing test for clinical use out of higher cost (though it has been far cheaper after years of improvement). Also there would possibly be impacts on"
X Link 2025-03-05T09:57Z [---] followers, [----] engagements

"$ILMN latest guidance of FY25E is at the lower end of prior one: $4.50 and is introducing $100m of cost-cut in the year to mitigate the negative impact of China business but still expects high-single-digit growth by [----]. China market isn't significant to $ILMN (of coz. it can argue that potential growth diminished but actually China economy is um.) so that's not a bad news about the cutting cost (particularly if it happens in China). $ILMN notes & 4Q24A: besides $ILMN beat the estimates both of revenue and adj. EPS in the quarter it has showed the improvement of margins as well. A nice"
X Link 2025-03-12T01:11Z [---] followers, [----] engagements

"$FBRX brief note: most interesting thing is the willingness of healthcare funds to join in the placement at $5.55 in Nov [--] without assigning directors into the board (but will have such power if $FBRX traded within certain parameters for [--] consecutive days) despite $FBRX failed the FB401 (therapeutic bacteria) treating atopic dermatitis in Sep [--]. It's also interesting for $FBRX escaping from the proposed liquidation by BML Capital in May [--] after the failure of FB401 and shifting focus on FB102. FB102's clinical data of patients is expected in 2Q25E. FB102 showed in vitro study the"
X Link 2025-03-24T09:39Z [---] followers, [----] engagements

"$PCVX brief note: obviously $PCVX delivered impressive result (i.e. better OPA than PCV20 in average which is not that obvious for $MRK's v116 vs. PCV15 in STRIDE-6) of VAX-31 at high dose for adults aged [--] in Ph1/2 without higher incidence of adverse events. Of coz there're rooms for VAX-31/24 to improve over the serotype 10A and 22F (which V116 is better than PPSV23 in STRIDE-6). The next focus for VAX-31 is the Ph3 plan in coming months particularly the dose level (as the Ph3 initiation expected in mid-25) followed by data about the duration of efficacy. Anyway it looks like $PCVX click"
X Link 2025-03-27T09:14Z [---] followers, [----] engagements

"$PRCT 1Q25A and Analyst Day: 1Q25A sales of system/consumables was QoQ -32%/+30% compared to 1Q24A's QoQ -14%/+9% which a slowdown of system sales suggests the new system fully launched in 3Q24A not expanding at a fast pace yet (when $ISRG's da Vinci [--] new placement was QoQ-16%) but still the utilization was significantly up as the management said 50% of volume came from low to mid-volume hospital (which was 30% historically).the sales/receivable was still [--] (4 was last seen in 1Q24A). Anyway $PRCT still expects in FY25E to sell [---] new systems in US at $430-440k/each and 52.5k handpieces at"
X Link 2025-04-28T06:45Z [---] followers, [----] engagements

"$KRYS impression: market sentiment has been struggling with the topical HSV-1 therapy Vyjuvek's ultimate addressable patient population since 1Q24A and took a hit by 1Q25A result with QoQ decline ($88M vs. $91M) that was also under consensus ($96M). Vyjuvek has received [---] reimbursement approvals as of Apr [--] lower than what it claimed the identified patients' population 1.2k and total prevalence in US 3k. I'm not sure what the ultimate population is but I think DEB is an annoying disease and patient would be feeling better if wound improves (probably with less complications like infection)."
X Link 2025-06-03T08:07Z [---] followers, [----] engagements

"$PRCT: Filing back on 18th Sep [--] shows severance payment changes from [--] months to [--] months. Management should prove themselves worthy"
X Link 2025-09-29T05:16Z [---] followers, [---] engagements

"$KRYS 3Q25A: quarterly revenue recording QoQ increase mitigates and settles worries stemmed from 2Q25A release about softness of VYJUVEK in Jul and maybe Aug [----] which caused a significant fall in share price. The QoQ increase around +2% of revenue was attributable to good start of sales in Germany while sales in US was a little bit lower than 2Q25A. Other regions particularly France and Japan and likely rest of the world are expected to have contribution to revenue much significantly in [----]. Company decides to split the sales by regions in [----] sometime. By quarter-end US recorded 615"
X Link 2025-11-04T09:17Z [---] followers, [---] engagements

"$PRCT 3Q25A: while both topline and bottom line beat consensuses and US system sales was QoQ+12% to $24.7m with [--] new systems installed (all HYDROS) consumables is relatively less impressive with sales QoQ+3% to $44.4m and number of handpieces sold with QoQ+4% to [-----] (under guidance given in 2Q25A - 13350). Management said utilization rate in the quarter was low-single digit growth less than trajectory seen before attributable to inventory imbalance across customers with high and low demand. Company will take some time to address the inventory issue which is likely a modest headwind for"
X Link 2025-11-05T06:59Z [---] followers, [---] engagements

"$INMD 3Q25A: quarterly revenue/adj. net income was $93.1m/$24.5m YoY -28%/-55% and item in 9M25A was $266.6m/$111.6m YoY -10%/-32%. Figures suggest the accelerated decreasing figures in 3Q25A. However the reason for unattractive revenue number in 3Q25A was much related to 3Q24A revenue including $31.9m of pre-order sales that contributed 24% of total revenue in that quarter. If excluding that effect in 3Q24A 3Q25A's revenue would be YoY -5% .Company guidance for FY25E's revenue/adj. net income was unchanged - $365-375m/$93-98m YoY -6%/-15% suggesting an anticipation of becoming stable."
X Link 2025-11-10T06:30Z [---] followers, [---] engagements

"$BMRN impression further: Company's enzyme therapies are mostly highlighted for types of mucopolysaccharidosis (MPS) a landscape rarely with competitors. Still those enzyme therapies for MPS clearly come with room of improvement including common seen anti-drug antibodies several hours of weekly intravenous injection ALDURAZYME with black box warning of hypersensitivity etc. Company doesn't seem to have huge interest of further development for MPS but has spent more time to talk about PALYNZIQ (9M25A sales YoY+21%) for phenylketonuria (PKU) or underdevelopment-candidate BMN401 for ENPP1"
X Link 2025-11-18T08:46Z [---] followers, [---] engagements

"$DOCS impression: In the latest earning call for 2Q26E in Nov [--] co-founder and CEO Jeffrey Tangney answered an analyst's question about acquiring PATHWAY with an interesting point that LLM is not an essential and sufficient tool to avoid hallucination based on the mechanism and Company product (likely DoxGPT) is highlighted with peer-reviewed and fact-checked drug-related answers in natural language way. Together with another co-founder Nate Gross who left the Company and has joined as leader of OPENAI's healthcare strategy within few months in the middle of year it is possible that Jeffrey"
X Link 2025-11-26T08:58Z [---] followers, [---] engagements

"$FBRX possible existing uptrend of share price: no related press release and SEC filings by Company found for the current stock upward movement except the $NVS news mentioned in mid-Nov and lately the Ph2 alopecia areata data sharing by $NKTR that is perceived as possible effective (cause stat sig. unmet for mean percentage improvement in SALT). Trials with candidates as engineered IL-2 failed before no matter acting on Teff or Treg and some are coming with hope of success. Meanwhile less number of candidate acts with inhibiting CD122 to dampen Teff by taking advantage of differences of IL-2"
X Link 2025-12-18T03:39Z [---] followers, [---] engagements

"$KRYS KB407 CORAL-1 cohort [--] update and preliminary FY25A result: Ph1 update that was expected in 4Q25E shows after [--] days administered with KB407 no. 1-4 patients ineligible for cystic fibrosis modulator resulted in 29.4-42.1% of cells with CFTR expression (ab596 staining) from no less than [--] places of bronchi higher than what Company claimed to be ideal - 5-15% of target cells in CF lungs expressing CFTR. Of course eventually evidence of breathing improvement matters most. About the safety there's one serious adverse event of asthma exacerbation considered to be related to event procedure"
X Link 2026-01-12T06:55Z [---] followers, [---] engagements

"$MDGL impression: latest announcement about licensing-in $PFE's DGAT-2 inhibitor ervogastat with upfront $50m and no mentioning of potential maximum deal size triggered a significant fall of share price. It is possibly about less confidence of ervogastat that as monotherapy failed primary endpoint (i.e. proportion of patients achieving MASH resolution without fibrosis worsening and/or at least [--] stage fibrosis improvement without MASH worsening) in the Ph2 trial MIRNA targeting MSAH with F2-F3 fibrosis but succeeded in greater effects on MASH resolution without worsening of fibrosis than"
X Link 2026-01-14T07:47Z [---] followers, [---] engagements

"$FBRX upsurge possible attribution: partnership between $TEVA and $RPRX over anti-IL15 mAb TEV-53408 for vitiligo likely strengthens market confidence for the MoA. $RPRX will pay $75m to fund Ph2b initiated in [----] and payment of $500m in total in return of $TEVA milestone fee (curious of the amount) and royalties of worldwide net sales. $TEVA comment for the MoA is optimistic: "Emerging Phase 1b data from the ongoing TEV-408 vitiligo study provides preliminary support for IL-15 as a potential therapeutic target to treat a broad variety of autoimmune conditions." Also $TEVA's JPM presentation"
X Link 2026-01-19T07:24Z [---] followers, [---] engagements

"$REGN quick thoughts: the latest market cap is $77B with my guess the pipeline contributes half of the valuation. Likely revenue of Dupixent partnership is a major contributor of revenue in next few years until major IP expires and EYELEA HD under biosimilar pressure may be helpful to a certain extent (slowing down the fall). The stock's upward movement or rebound since Jun [----] shows huge expectation for the partnership with Chinese company Hansoh for GLP-1/GIP dual receptor agonist. That is a candidate under Ph3 study in China with upfront payment $80m and potentially up to $1.93B of"
X Link 2026-01-21T08:51Z [---] followers, [---] engagements

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