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@Biotech2k1 "Based on my back of the napkin numbers for UC and Crohn's $ABVX should be worth about $XX after a successful phase X read out of this magnitude. They do need to raise a ton of cash. That would be a good thing. Let's see where the price settles after a few days and I dig deeper into the fundamentals. It is definitely on my radar now"
@Biotech2k1 on X 2025-07-22 21:59:22 UTC 30.3K followers, 5732 engagements

"I might use one of my empty portfolios to build a China AI portfolio with names like $BABA $BIDU $NTES $PDD and $LI. While the US AI bubble is crazy bubbly these companies are very cheap. I would not rule out their disruptive potential either"
@Biotech2k1 on X 2025-07-14 13:30:10 UTC 30.4K followers, 3130 engagements

"I am putting out the call to all my bionerds. I am looking for small cap biotech companies in the stage X to early commercial range. I am looking for the most powerful and promising oncology pipelines. X rule. No cell therapies. There are like XXX cell therapy companies and I am sick of them. Give me your best. So far my best is $IDYA. I want a pipeline of a few or multiple good oncology targets"
@Biotech2k1 on X 2025-07-25 23:09:11 UTC 30.4K followers, 18.1K engagements

"I picked up X China Tech plays in my M1 finance portfolio to play a cheaper version of the AI play instead of super bubbly US companies. They are greatly underestimated and undervalued. I bought $BABA $BIDU $NTES $PDD and $LI"
@Biotech2k1 on X 2025-07-14 19:35:39 UTC 30.4K followers, 3415 engagements

"I had X stocks left at Merrill that I have been waiting for a rally like this to sell them so I can close that account. I sold $SANA last week and $NTLA this week. I set up a sale for the third which is a very small balance of $CRBU I had that failed to sell when I sold the rest of it at $X way back. I set that sale for $X. That will clear me out of many CRISPR stocks as the hype comes back"
@Biotech2k1 on X 2025-07-22 23:16:57 UTC 30.4K followers, 4057 engagements

"Got through the $AXSM part of the R&D day for Alzheimer's agitation. I really liked the KOL presentation. He set up a really good case for AXS-05 in Alzheimer's agitation. I feel much more confident in this approval and my Peak sales estimates"
@Biotech2k1 on X 2025-07-23 11:46:51 UTC 30.4K followers, 2537 engagements

"Looking at $CRNX: They had a big R&D day. They have several very exciting programs with Platusotine waiting for approval in Acromegaly. They are preparing to advance the next wave of drugs into the pipeline with SST3 TSH and PTH. They also have a very exciting Non Peptide drug Conjugate program for oncology which is very exciting. If all goes well I could easily see them moving up to one of my commercial all stars. They are probably the lead candidate for that move"
@Biotech2k1 on X 2025-07-12 11:23:35 UTC 30.3K followers, 2199 engagements

"My Top XX Ideas list: I haven't done one of these in a long time. I own a lot of companies in biotech so here are the XX that I think could offer great opportunity. Please do your own DD. X. $INSM X. $BBIO X. $AXSM X. $ZLAB X. $CRNX X. $KYMR X. $MTSR X. $BEAM X. $WVE XX. $IDYA"
@Biotech2k1 on X 2025-07-19 12:45:37 UTC 30.4K followers, 7395 engagements

"Q2 Earnings Notes: Here starts Q2 earnings and this is my notes from each earnings release"
@Biotech2k1 on X 2025-07-23 20:22:27 UTC 30.4K followers, 1872 engagements

"I know a lot of investors think its weak to take losses. The real truth is that learning when and how to take losses makes one a better investor. I always sell my losers into the huge rallies when I am pushing all time highs. That gives me cash to put to work in winners on a pullback. Loss aversion is a weakness. Learning to take losses when it best benefits you makes you a stronger investor. No investor is perfect. Take the losses and move on. That is what great investors do"
@Biotech2k1 on X 2025-07-22 23:27:04 UTC 30.3K followers, 4445 engagements

"Doing the AXS-14 presentation in Fibromyalgia. Hard to get excited about this program after the refusal to file letter. Now they have to do another phase X. That kind of takes the fun right out of this program. $AXSM"
@Biotech2k1 on X 2025-07-23 14:33:41 UTC 30.4K followers, 1780 engagements

"I looked at $UTHR. I found it was undervalued which was better than $VRNA. The issue I have with them is on the fundamentals. They have a great franchise in PAH and PH-ILD which generates a ton of cash for them. This franchise is coming under intense competition and they don't seem to be focused on any newer breakthroughs in this space. Their whole focus is on Xenotransplant. I don't think that will ever work. I thought about it since they do have great sales and big potential if Xenotransplant worked. I know it would be huge if it did. I think the odds of it working are just too remote. That"
@Biotech2k1 on X 2025-06-03 11:57:13 UTC 30.3K followers, 2355 engagements

"@SeanDentBsc I prefer $CRNX nonpeptide drug conjugates"
@Biotech2k1 on X 2025-07-25 10:19:40 UTC 30.4K followers, XXX engagements

"@wow_trader108 It uses bacteria to produce antibodies toward a protein target then feeds all that antibody/antigen data into their AI which then uses it all to do generative AI development of antibodies. It's a revolutionary leap from the old way of doing antibodies. Assuming it works"
@Biotech2k1 on X 2025-07-25 23:10:50 UTC 30.4K followers, XX engagements

"Completed the AXS-12 segment on Narcolepsy. I don't think anything in the presentation really impacts my thesis for the drug and its potential. If anything it just confirms it. $AXSM"
@Biotech2k1 on X 2025-07-23 14:02:51 UTC 30.4K followers, 2039 engagements

"Looking at $INSM: They had great data in TPIP which lit a fire under the stock price. They did a $XXX million cash raise after which set them up for a run at profitability. They have good growth in Arikayce with Brenso approval coming up in August. I think if we get approval without any issues this company will blossom into another Vertex. I could see this company tripling from here over the next X to XX years if all goes well"
@Biotech2k1 on X 2025-07-12 10:52:45 UTC 30.3K followers, 3185 engagements

"@AmineKorchiMD All great investors I know consider taking losses just part of the business. No one is 100%. You cut the losses and rally around winners"
@Biotech2k1 on X 2025-07-23 10:14:42 UTC 30.3K followers, XXX engagements

"$AXSM a lot of moving parts. Execution risk has been my biggest concern even before the delay to AXS-014 in Fibromyalgia. We will get earnings update for Q2 which will tell us if Auvelity is still growing strong. We will also here how the launch of Symbravo is going. I would like to hear more on the regulatory process for Alzheimer's Agitation and Narcolepsy as they are coming up. The have a huge R&D day coming on July 21st"
@Biotech2k1 on X 2025-07-08 11:23:19 UTC 30.3K followers, 2579 engagements

"@synapse_surfer MLTX has like XX competitors"
@Biotech2k1 on X 2025-07-24 23:32:02 UTC 30.4K followers, XXX engagements

"@markland_55 No interest in what they're doing"
@Biotech2k1 on X 2025-07-10 21:26:33 UTC 30.3K followers, XXX engagements

"$VKTX rebounding after earnings as all things are going according to plan for them. No reason to sell when its all going right. The dip was a buying opportunity in my opinion"
@Biotech2k1 on X 2025-07-24 18:26:55 UTC 30.4K followers, 5494 engagements

"@Sean65555013 I think Vyvgart in China will be a huge driver for them"
@Biotech2k1 on X 2025-07-14 18:49:27 UTC 30.3K followers, XXX engagements

"@tt_tisht There some very good use cases for AI other than Cowboy Frog emoji. It has a huge role in finance to analyze risk and it works in drug discovery to help select potential candidates"
@Biotech2k1 on X 2025-07-24 19:36:49 UTC 30.4K followers, XXX engagements

"In search of ideas as we approach levels where I will release all my low conviction names. I am very interested in early commmercial names after both $BPMC & $VRNA got bought out on me. I want big indications. That is the one thing big pharma has been buying. Something with quality management and long term potential. I think most these names I either own like $INSM $BBIO $AXSM & $ZLAB. Any suggestions"
@Biotech2k1 on X 2025-07-10 20:23:11 UTC 30.3K followers, 7553 engagements

"$BBIO Novel Human Genetics Evidence Confirms Estimates of Genetic Prevalence Underdiagnosis and Potentially Greater Symptom Burden of Gain-of-Function CASR Variants Associated with ADH1"
@Biotech2k1 on X 2025-07-23 13:16:50 UTC 30.4K followers, 1633 engagements

"@RazorSharpDNA I have a GTC sale for $CRBU if it ever gets there"
@Biotech2k1 on X 2025-07-24 22:04:18 UTC 30.4K followers, XXX engagements

"I looked at the $COGT data this morning. It looks like pretty good data. I don't think they are going to overthrow the dominance of $BPMC with that data. It does make me feel a bit better about Blueprint being bought out. A lot of competition coming into their space"
@Biotech2k1 on X 2025-07-07 11:15:34 UTC 30.3K followers, 3893 engagements

"Sold out of all my $NLTA today. Half was in Merrill and half was in Robinhood. That gives me even more cash to put to work"
@Biotech2k1 on X 2025-07-21 13:45:18 UTC 30.3K followers, 3111 engagements

"As a biotech investor I am constantly going through the indexes looking for good names. Today I looked briefly at $EXEL $UTHR and $NBIX. These are all commercial stage companies with sales and pipelines. They just not exciting to me. I think $EXEL has very slow sales growth and a very boring pipeline. $UTHR has a very good commercial platform but their pipeline with transplant is very scary. $NBIX has a good commercial platform and looks to have a good pipeline. I am just not finding anything that excites me"
@Biotech2k1 on X 2025-07-15 12:14:29 UTC 30.3K followers, 2907 engagements

"Looking at names in the China Tech space that look cheap and offer good growth potential. Two names came up in my research with $QFIN and $BILI. I am not as familiar with them as the other names I own. They look great. Any thoughts on them to share"
@Biotech2k1 on X 2025-07-24 12:39:53 UTC 30.4K followers, 2671 engagements

"I concur. I have jumped on the China bandwagon lately due to cheap valuations and competitive advantages. They can do anything we can do and they do it faster and cheaper due to less regulations. They also don't have crackpots in charge of their healthcare system. On the AI front I think it will quickly become commoditized to the point that any company without AI will be left behind. It will become a standard not an innovation in the next decade"
@Biotech2k1 on X 2025-07-24 21:53:29 UTC 30.4K followers, 4097 engagements

"I got through the Solriamfetol presentations as part of the $AXSM R&D day. I liked the presentation on ADHD. I have more confidence for that drug in that indication. I am still resistant on MDD with EDS and Binge Eating Disorder. I will have to see some data first. Still waiting to hear something exciting and new"
@Biotech2k1 on X 2025-07-23 13:12:00 UTC 30.4K followers, 1611 engagements

"Here is where I stand on biotech. I think I will do all my portfolios today as I am hitting an all time new high up over XX% on biotech and over XX% overall on net worth which includes half my money in cash and bonds"
@Biotech2k1 on X 2025-07-19 11:18:13 UTC 30.4K followers, 10.9K engagements

"I think now $INSM has the best in class asset for PAH and PH-ILD since they have powerful data with their once daily TPIP. This is far better than $UTHR and $LQDA which are multiple times a day and look to have weaker data. Follow the science and data"
@Biotech2k1 on X 2025-06-10 11:21:38 UTC 30.4K followers, 7865 engagements

"I went over earnings for the Aerospace sector. Some of the parts suppliers have not reported yet but the big companies have. I think $RTX and $GD did best while $LHX and $NOC were OK. $LMT continues to disappoint. I may end up dumping them and replacing them with another name. I added $HWM $HEI and $CW yesterday to expand my portfolio. I have one name on my radar if it ever has a good pull back"
@Biotech2k1 on X 2025-07-24 12:01:52 UTC 30.4K followers, 1800 engagements

"@Thr33Percenters Valuation is nuts on that IPO"
@Biotech2k1 on X 2025-07-26 10:53:36 UTC 30.4K followers, XX engagements

"Here is what is wrong with AI and what was the downfall of the dot com investing era. I have been using all these AI apps for about a year with Microsoft copilot Google AI and Grok. You know how much it cost me $X. AI as a story sounds great but like the internet many of these technologies will cost tens of billions and then be offered free to remain competitive. Who makes money on email or web browsers No one"
@Biotech2k1 on X 2025-07-24 11:57:59 UTC 30.4K followers, 5338 engagements

"@WinnerInvestor I don't think anyone is not at an all-time high in this bubbly market. I would be worried if someone wasn't"
@Biotech2k1 on X 2025-07-23 21:36:52 UTC 30.3K followers, XXX engagements

"I listened to the replay of the recent $MTSR webcast. They have so many amazing things going on. X. No titration X. Monthly Dosing X. Low Toxicity X. Great data in GLP1 & Amylin X. Combo potential X. XX% less API This has to be the best Obesity play in the market. Warning: it is still in lock up so a stong correction could happen after"
@Biotech2k1 on X 2025-07-17 00:56:25 UTC 30.4K followers, 4589 engagements

"I added X names to my oil portfolio with $SLB and $BKR to add some oil services companies. That gives me X companies with $CVX $XOM and $EOG. Its also gives me X refineries and downstream companies with $PSX and $VLO. Now I have the services with $SLB and $BKR. I also added my favorite growth oil company that is very small and speculative with $VIST"
@Biotech2k1 on X 2025-07-23 15:05:11 UTC 30.4K followers, 2308 engagements

"I listened to the $BBIO Limb Girdle event and found it to be interesting. They have interim read out later this year. The full trial will read out much later. It has a lot of opportunity for a high unmet need if it reads out well"
@Biotech2k1 on X 2025-07-11 19:01:29 UTC 30.3K followers, 1985 engagements

"If Auvelity works in major depressive disorder Alzheimer's agitation and smoking cessation I think this becomes a pipeline and a product with a Blockbuster potential. You could see $XXX to $X billion in sales from these indications. $AXSM"
@Biotech2k1 on X 2025-07-23 12:07:36 UTC 30.4K followers, 1780 engagements

"Looking at $AXSM: I have been much more cautious on them. They have a lot of things going on with submissions with AXS-05 in Alzheimer's Agitation AXS-12 in Narcolepsy and AXS-14 in Fibromyalgia. They are also launching Symbravo while building out the sales force for Auvelity. The big concern for me was execution risk with so many irons in the fire. Then came the delay for Fibromyalgia. They have to do another phase X. Now I am waiting for earnings waiting to see if another issue pops up. If they can execute well it does have huge opportunity. I could see this growing XXX% to XXX% over the"
@Biotech2k1 on X 2025-07-12 11:03:35 UTC 30.3K followers, 2536 engagements

"The only company in the RNAi Space that would be even interested in is $WVE. $ARWR has been doing this for about XX years which XX I've been following them and they haven't really done much. $ALNY is it already fully mature company which offers very little upside at this point in my opinion. Thete seems to be some other players in this space but none of them seem to impress me"
@Biotech2k1 on X 2025-07-18 15:59:31 UTC 30.3K followers, XXX engagements

"$ZLAB up almost XX% on no news Must be an upgrade or something"
@Biotech2k1 on X 2025-07-22 13:42:49 UTC 30.3K followers, 2025 engagements

"The China tech stocks I bought only a few days ago or up over XX% already. $BABA $BIDU $NTES $PDD & $LI"
@Biotech2k1 on X 2025-07-18 14:10:48 UTC 30.4K followers, 3022 engagements

"Looking at $CYTK: I have been super cautious of them since they had the mishap and delay with their PDUFA date. Now I think we have to wait for them to clear this hurdle and see what the label looks like. Their entire success will depend on how well they can compete against Camzyos"
@Biotech2k1 on X 2025-07-12 11:26:45 UTC 30.3K followers, 2623 engagements

"I am still looking for X more names in the Tech space from China or anywhere that have good growth and good valuations. I currently have $BABA $BIDU $NTES $PDD $FUTU & $LI"
@Biotech2k1 on X 2025-07-23 18:50:19 UTC 30.4K followers, 2050 engagements

"I am always looking for good ideas in biotech. Here is my post where you can share your favorite biotech names with me. This is an open post so if you want me to follow you so you can reply to any of my posts just let me know"
@Biotech2k1 on X 2025-07-24 21:40:53 UTC 30.4K followers, 16.4K engagements

"@PdAuffarth I have written some on blockchain in the past. Youtube is where I started"
@Biotech2k1 on X 2025-07-27 00:21:05 UTC 30.4K followers, XX engagements

"Apparently the worthless broker that is @RobinhoodApp does not carry $ABVX so I will have to use a different broker like @SoFi invest"
@Biotech2k1 on X 2025-07-22 22:04:34 UTC 30.4K followers, 5056 engagements

"Personally I think $SRPT is a dire warning to the future of all gene therapy and editing. The deaths in those trials where not related to the underlying technology but the delivery of high dose vectors on the body. Another reason I am exiting most of my CRISPR stocks with the renewed hype. We already saw grade X events in the $NTLA data"
@Biotech2k1 on X 2025-07-23 11:18:39 UTC 30.3K followers, 4592 engagements

"Since I made the choice today let's see if everyone agrees with me. $WVE vs $ARWR for the one and only RNA company"
@Biotech2k1 on X 2025-07-03 01:06:57 UTC 30.3K followers, 4069 engagements

"@Cb7Ape Technology. They have huge competition with existing drugs that work very well. They a huge cost that will make insurers resistant. The market potential is far less than investors think. I doubt they ever become profitable. I think $CRSP is in the same boat"
@Biotech2k1 on X 2025-07-22 12:06:06 UTC 30.4K followers, XXX engagements

"$ARWR I sold all my position today. I know I am supposed to love this company because it is cheap. It has a ton of cash. I also like their obesity targets. The issue is the cholesterol and triglyceride programs. No matter how hard I try to build conviction in this name I just can't do it. I don't like those indications. I think there is too much competition. I know $WVE has the same obesity programs without the programs I dislike around cholesterol. They have DMD which is very compelling. I used today's pop to take a very nice profit and exit this low conviction name"
@Biotech2k1 on X 2025-07-02 14:36:09 UTC 30.4K followers, 3884 engagements

"Cash in my Oil & Gas portfolio earns X% at Fidelity so I don't need $SGOV. These companies are not bubbly but sure are not cheap either. They trade like oil is at $XX. Lucky for me my bonds pay a higher yield than the dividends"
@Biotech2k1 on X 2025-07-19 12:14:58 UTC 30.3K followers, XXX engagements

"$AZMN $AAPL and $GOOG. Wow I might have to look at buying in my tech portfolio. There are some good deals getting made. I have been avoiding this space with the FAANG bubble but it has gotten crushed now"
@Biotech2k1 on X 2022-05-06 11:47:50 UTC 30.3K followers, XX engagements

"$AXSM doing an R&D day on brain health on July 21st"
@Biotech2k1 on X 2025-07-16 15:21:57 UTC 30.3K followers, 1963 engagements

"Going over the replay of the X hours $AXSM R&D day. So far not one mention of a new and exciting early stage drug being developed from all they learned"
@Biotech2k1 on X 2025-07-23 11:23:43 UTC 30.4K followers, 1777 engagements

"I am looking at my 2nd even China biotech company today. The first one was $BGNE back in the day which is now $ONC. It was a huge success. Now I am looking at $ZLAB. I will let you know"
@Biotech2k1 on X 2025-06-14 13:19:32 UTC 30.4K followers, 3930 engagements