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@seedy19tron "Adar1 Q125 13F Rec: (2/7) Increased: $AAM $ABOS $ABUS $ABVX $ACHV $AKRO $APGE $ARDX $ARWR $ASND $ATXS $AVTE $AVR $BIL $BIOA $BOXX $CATX $CDTX $CNTA $ELDN $ELYM $FBRX $FULC $HLXB $IMVT $JANX $KALA $KROS $LQDA $MREO $NAMSW $NUVL $OKUR $PTCT $PTGX"
@seedy19tron on X 2025-05-16 01:55:33 UTC 3868 followers, 2198 engagements

"UPDATE $lly $nktr case. Firstly $lly have changed one of their attorneys. Now this doesnt necessarily mean they had issues with her or because they were losing the case in their eyes could merely be to bring in attorneys with different expertise like settlement or for the trial depending on where they think the case is headed. Also today we saw another order that pushes the deadline for both $nktr and $lly to file joint Omnibus Sealing Motion from 07/28 to 08/18. Theyve basically come to a mutual agreement and are asking the judge to approve it. Whats the agreement about 05/19 both agreed"
@seedy19tron on X 2025-07-21 22:08:57 UTC 3963 followers, 27.5K engagements

"Adar1 Q125 13F Recap: (1/7) New: $AGIO $AMLX $ARGX $ARVN $AVTX $BHVN $BNTX $CLBR $CLDX $CNTB $DVAX $DYN $EWTX $JANX (call) $JWN $KURA $NGNE $NTRA $NVS (put) $PHGE $SEPN $SHY $SLNO (put) $STOK $STTK $SWTX $THRD $UPB $VYNE $ZYME"
@seedy19tron on X 2025-05-16 01:55:32 UTC 3915 followers, 3358 engagements

"Full port long into whatever Darwin full ports (basically) next. $vrna $insm"
@seedy19tron on X 2025-07-09 10:38:27 UTC 3909 followers, 5662 engagements

"Point72 added 11m shares to their earlier position. Total now up to 13m shares and XXX% of $ctmx"
@seedy19tron on X 2025-05-14 22:28:30 UTC 3946 followers, 2567 engagements

"Kynam Capital Management Q424 13F Recap (1/2): New: $cgem $elym $imcr $prqr $rlay $xbi (put) Increased: $beam $bnr $crbu $cldx $cgon $engn $irwd $stro $sndx $tvtx $tyra $pcvx $vrdn Unchanged: $amrn $bcrx $lqda $slrn $tsvt $wve"
@seedy19tron on X 2025-02-15 10:56:18 UTC 3960 followers, 2149 engagements

"$abvx officially unhalted. $XXX is only 6.3B relevant comps below"
@seedy19tron on X 2025-07-22 22:32:28 UTC 3963 followers, 70.1K engagements

"Vestal Point Q424 13F Recap: (1/4) New: $ALEC $ARCT $BRKR $CDTX $CNTA $COGT $CRNX $DHR $DYN $GEHC $KNSA $MLTX $SRRK Increased: $ACLX $BCAX $DAWN $DNTH $ESTA $FATE $FOLD $GERN $GLPG $GPCR $IMTX $IMVT $NRIX $PRGO $QURE $SVRA"
@seedy19tron on X 2025-05-16 03:37:41 UTC 3887 followers, 2872 engagements

"$abvx thats a come buy me offering by Garidel"
@seedy19tron on X 2025-07-23 20:19:45 UTC 3963 followers, 40.7K engagements

"@biopharmacaster Sale process / small raise + sale process / raise for runway till after maint data (inevitable takeover after) All on the cards"
@seedy19tron on X 2025-07-23 10:57:22 UTC 3951 followers, XXX engagements

"$Abvx (Long) Ph3 topline for Obe coming up. Exp early to mid Aug $abvx is also my biopickcontest pick (if it hits could be a multi bagger) and now waiting on 8-week induction data to confirm Obe as a standout oral drug"
@seedy19tron on X 2025-07-14 14:55:52 UTC 3963 followers, 18.7K engagements

"@JoseRestonVA Great shout - That was also post ph2 This is post ph3. $11B is more than a double from here"
@seedy19tron on X 2025-07-24 09:38:37 UTC 3960 followers, 1042 engagements

"Oral hearing for the $nktr $lly case later this week (10 am PST Thursday) What to expect The hearing could - address motions for summary judgment and dismissal of claims or counterclaims. -address ongoing discovery disputes (like $LLY request for Teams and non-custodial docs). - clarify case strengths accelerating negotiations. In the hearing Judge James Donato will preside over and scrutinize $nktr evidence of $lly alleged breach of the CRE covenant and data manipulation as well as Lillys defenses under Section XXXX of the 2017 agreement which bears have been bringing up (it basically limits"
@seedy19tron on X 2025-07-15 00:13:50 UTC 3963 followers, 12.9K engagements

"$nktr trading like they sent in Harvey Specter to $lly HQ this afternoon"
@seedy19tron on X 2025-07-16 19:46:04 UTC 3958 followers, 17.3K engagements

"I wish $abvx had options I personally dont see how it doesnt hit 🤷🏻♂. Double digit delta youre looking at a multi bagger"
@seedy19tron on X 2025-07-18 19:03:45 UTC 3963 followers, 9082 engagements

"Ph3 hit there will be many suitors lining up for $abvx For ref M&A/ deals in IBD last X year alone"
@seedy19tron on X 2025-07-21 17:52:57 UTC 3963 followers, 14.3K engagements

"@epickram1 @A_May_MD Bruh Entyvio is $6B/yr atm need to adjust those peak sale estimates"
@seedy19tron on X 2025-07-24 13:30:15 UTC 3963 followers, 2310 engagements

"Deep Track Q125 13F Recap: (1/3) New: $AMGN $BEAM $CMPS $DNTH $GHRS $IKNA $INSM $MAZE $MTSR $NGNE $PCVX $RAPP $SAGE $SRPT $TARS $TECX Increased: $AKRO $ALGS $ANIP $APLS $AUTL $BBIO $CLDX"
@seedy19tron on X 2025-05-16 02:36:45 UTC 3963 followers, 2060 engagements

"For context $abvx novel moa (miR-124 upregulation) strong Phase 2b results and smart trial tweaks made this a high-conviction buy for me but it's binary with a huge downside on a miss. Guggenheim scenarios below:"
@seedy19tron on X 2025-07-14 14:55:54 UTC 3962 followers, 35.4K engagements

"@jfais20 In terms of recent examples $cdtx at $XX and $ctmx at $XXX both have been strong post offering"
@seedy19tron on X 2025-07-02 00:50:38 UTC 3959 followers, 1324 engagements

"EcoR1 Q125 13F Recap: (1/3) New: $AKRO $BEAM $KLRS $MTSR $SLDB Increased: $AADI $ATRA $ETON $IMNM $QURE $SRPT $TECX $ZYME Unchanged: $ADAP $ANAB $APLS $BCYC $CRNX $CRSP $DAWN $GLPG $GLUE $JANX $JAZZ $KROS $MBX"
@seedy19tron on X 2025-05-16 02:43:19 UTC 3963 followers, 2647 engagements

"Eagle Health Q125 13F Recap: (1/1) New: $AKRO $ASND $EXAS $VIR Increased: $DXCM $ICLR $IMCR $NBIX $PRCT $TMDX Unchanged: $AGIO $ARGX $ILMN $INSM $ISRG $RARE Decreased: $ALNY $INSP $NTRA $UTHR Closed: $GRAL"
@seedy19tron on X 2025-05-16 02:38:14 UTC 3915 followers, 1336 engagements

"Ikarian Q424 13F recap (1/9) new (1/3): $abeo (call) $acog $acrs $aemd $alec $algs $alt (put) $alt (call) $amix $anro $apls $arct $atxi $axsm (call) $bbio (call) $bcli $cadl (call) $cadl (put) $cadl $catx $cdtx $crdf $crvs (put) $dna (call) $drug $eldn"
@seedy19tron on X 2025-02-15 20:59:33 UTC 3963 followers, 2780 engagements

"updated $abvx with the XX% underwriters option to purchase $5B mc atm Europeans trading this wrong today morning imho. Expect it to go back to 70s by close in the US"
@seedy19tron on X 2025-07-25 09:05:20 UTC 3963 followers, 12.9K engagements

"Post offering $abvx is $5B valuation. Now I get it yesterday everyone saw 500%+ in their port and it was too good to not realise and offering was expected. But now that both of those are out the way let me tell you $abvx is UNDERVALUED STILL $5B is nothing Look at $pfe deal with $arna $7B $arna : Post-Phase X $abvx : Post-Phase X ✅ $arna : Me-too MOA $abvx : Novel MOA ✅ $arna : Fatal infection risk (fatal PML) on label $abvx : No infection risk no fatal PML ✅ $arna : Needs X pre-initiation labs/visits $abvx : No labs or extra doctor visits needed ✅ $abvx is going to become a hedge fund hotel"
@seedy19tron on X 2025-07-24 09:31:58 UTC 3963 followers, 26.5K engagements

"PDUFA watch: $repl : expecting a broad approval on time more concerned about the launch"
@seedy19tron on X 2025-07-18 18:22:26 UTC 3958 followers, 8574 engagements

"$nktr case update Around the same time as the case docket was updated steady accumulation began. Stock is 150m EV any settlement here would be worth at least XX% from here. Having said that the stock is STILL under valued on AtD alone"
@seedy19tron on X 2025-07-17 19:13:16 UTC 3958 followers, 10.2K engagements

"@Taintslapp12283 green candles coming up sorry not sorry"
@seedy19tron on X 2025-07-23 00:00:26 UTC 3902 followers, XXX engagements

"(Corrected*) $abvx offering priced at $XX $650m (upsized) 10.2m shares Recent great data being rewarded comp: $IMGN offering $XXXX - X mon $XXXX +150% $RXDX offering $XXX - X mon $XXX +81%"
@seedy19tron on X 2025-07-24 12:56:56 UTC 3963 followers, 26.4K engagements

"Adar1 Q125 13F Recap: (4/7) Unchanged: $NKTR $NXTC $PCSC $PMVP $PRQR $RLYB $SPRO $TARA $EMCGR $EMCGW $IROHR $IROHW Decreased: $ALDX $ANSC $AQN.TO $BBIO $CLRB $CTMX $CYTK $DAWN $GERN $GOSS $INSM $ITOS $LLY $MNPR $MRUS $NMRA $OABI $OGN $OVID $PHAT"
@seedy19tron on X 2025-05-16 01:55:34 UTC 3960 followers, 1699 engagements

"Cant really root for $drug seeing that their website has no mention of Dr Kozikowski who basically founded BMB-101. If you go through the filings pre oct 2024 its just very shady behind the scenes as the company was days from insolvency. $Lbph buyout basically saved them. CEO actions are also very dodgey seems to have his priorities wrong. Moved his tax residence to Dubai (nothing wrong with that but pooled together with other things) drawing down a significant salary when most of the heavy lifting was being done by Dr Kozikowski and the company was weeks from insolvency. We need more Dr"
@seedy19tron on X 2025-07-02 00:13:04 UTC 3963 followers, 6934 engagements