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@hannibalspeaks
"Expecting a partial data release from $CRVS with some of cohort X that will be better than a follow-up release with the full data"
X Link @hannibalspeaks 2025-10-08T20:25Z XXX followers, XXX engagements
"$VTYX worth a look. MC ($260m) barely above cash ($200m) with a readout q4 in pericarditis where market has mispriced chance of success. One competitor with $400m in sales. Biomarker data suggest activity at target with benefit of PO over SC. Tang own 5%"
X Link @hannibalspeaks 2025-10-04T17:14Z XXX followers, 2489 engagements
"@houndcl What's Apogee or Kymera then Crazy but a market darling can hit billion dollor valuation. Riding that wave not a bad idea"
X Link @hannibalspeaks 2025-10-08T20:39Z XXX followers, 1287 engagements
"Investing is partially about truth it's also about perception. If a small cap produces a signal in obesity it could 10x on perception alone. Same company pre-GLP1 would trade at a discount. Market perception matters"
X Link @hannibalspeaks 2025-10-08T20:56Z XXX followers, XXX engagements
"Apogee will be the next $MLTX"
X Link @hannibalspeaks 2025-10-08T19:58Z XXX followers, 3353 engagements
"This is because market is assigning some value to synergy with GLP1 (3%). Obesity is so hyped that a fluke hit for $VTYX will be insanely consequential"
X Link @hannibalspeaks 2025-10-06T17:15Z XXX followers, XXX engagements