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@BalaBioResearch "$TNXP just watched $ACAD fail their carbetocin trial and decided now its their turn to waste money on oxytocin agonists in prader willi syndrome"
X Link @BalaBioResearch 2025-10-02T17:35Z 1025 followers, 2075 engagements

"$NBIX amazing quarter for Crenessity IMO"
X Link @BalaBioResearch 2025-07-30T20:18Z 1023 followers, XXX engagements

"Swapping my $SLNO Nov 60C for shares same size position but much less leveraged. I dont want the smoke if $RYTM early drops the phase X and I also don't want to be as exposed to more irrational FAERS drops or whatever this was. I will probably exit my position quickly after ER"
X Link @BalaBioResearch 2025-10-01T16:38Z 1026 followers, 2299 engagements

"Anyone have a list of successful drugs which have shown inverse dose response The $ACAD thesis is that higher dose carbetocin binds to too many vassopressin receptors counteracting the hyperphagia effects of the OXTR activation. Id rather go with the prior 3.2mg hit being noise"
X Link @BalaBioResearch 2025-09-20T18:28Z 1024 followers, 3015 engagements

"Highest conviction long positions going into 2H25: (In order) $CORT* Corcept Therapeutics $ABEO* Abeona $RARE / $MREO* Ultragenyx/Mereo $SRPT Sarepta $CRNX Crinetics $FOLD* Amicus $BMRN BioMarin *research report posted"
X Link @BalaBioResearch 2025-07-02T20:00Z 1023 followers, 1380 engagements

"$CORT $CRNX $NBIX $XERS Question for endos would you still classify someone as an endogenous Cushing's Syndrome patient if they tested for high cortisol levels in a DST but there was no abnormal growth in the adrenal gland or causal tumor from a CT scan or MRI"
X Link @BalaBioResearch 2025-08-18T16:05Z 1023 followers, 1980 engagements

"$CORT korlym value is going to near X soon so youll have to believe in rela to justify this valuation. I still think rela will be huge but the next couple of earnings might be a crapshoot. Still looking to buy in post q3 ER but dont be surprised if it gets ugly"
X Link @BalaBioResearch 2025-10-10T18:11Z 1023 followers, XXX engagements

"Half these assets are worthless but $RZLT makes a lot of sense for $BMRN"
X Link @BalaBioResearch 2025-09-17T20:40Z 1023 followers, 3237 engagements

"$OCUL is very interesting at this valuation even if you think SOL-1 has a XX% POS. Imagine the amount of people with wet AMD who just ask their doctor: "give me whatever has the least IVI's but still works." Easily a multi billion dollar drug if approved"
X Link @BalaBioResearch 2025-10-12T03:25Z 1026 followers, 2023 engagements

"$SLNO $ACAD carbetocin fail no reported p value and no separation from pbo on any secondary endpoint"
X Link @BalaBioResearch 2025-09-24T11:46Z 1024 followers, 4027 engagements

"What do we think $QURE is gonna spend their money on when they have 3b of free cash flow in 2030"
X Link @BalaBioResearch 2025-10-07T19:55Z 1026 followers, 2778 engagements

"@mickeychiku If setru misses I could see BMRN sweeping in"
X Link @BalaBioResearch 2025-09-17T20:45Z 1022 followers, XXX engagements

"The best biotwit posts come when data is late $ovid"
X Link @BalaBioResearch 2025-09-30T23:36Z 1026 followers, 4646 engagements

"So is the $OCUL story just that they either have the next Eylea or theyre a 0"
X Link @BalaBioResearch 2025-09-30T23:00Z 1026 followers, 3847 engagements

"$BMRN Biomarin under $60/share is an easy buy. EV at 3x sales is wild with their growth prospects and great management"
X Link @BalaBioResearch 2025-06-23T19:29Z 1022 followers, XXX engagements