LunarCrush LLM | LunarCrush AI Interface

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@medstudentinvst "October 10th 2025 Daily Update I allocated the remaining $RNA cash to $JANX today. If $NKTR continues to move down I will likely exit the tiny $BEAM and $VKTX holdings and put those towards $NKTR. Portfolio as a whole drew back about XXX% today largely driven by the top X positions in the portfolio ( $PRME $NTLA $PEPG). I expect $PRME and $PEPG to continue to experience significant volatility over the short to medium term and consider these price movements irrelevant unless my long-term thesis on the business changes or new data emerges. Though it means the portfolio as a whole is likely to"
X Link @medstudentinvst 2025-10-10T23:25Z XXX followers, 2479 engagements

"Im not really sure what there is to debate here. Yes setrusumab has a reasonable probability for success hence my investment in $RARE. However it quite obviously does not have a XXX% chance of success. Consequently $MREO carries more risk into the FA with $MREO s downside case being a complete decimation of the stock and $RARE s downside case ranging from mid teens to effectively flat. Do you disagree with that As I have said I dont want $MREO s binary risk exposure when $RARE has likely 2x upside with a baseline commercial business generating hundreds of millions of dollars in revenue. If"
X Link @medstudentinvst 2025-10-06T18:02Z XXX followers, XXX engagements

"Closed out the $RNA position today for effectively no gain given I think there are higher return opportunities in biotech. Put half into $QURE. The remaining half is in cash and will look to deploy in the future"
X Link @medstudentinvst 2025-10-08T18:25Z XXX followers, XXX engagements

"Just closed small remaining positions in $VKTX and $BEAM. Proceeds went into $NKTR. Portfolio weights will be updated in daily update tonight"
X Link @medstudentinvst 2025-10-15T14:45Z XXX followers, XXX engagements

"October 8th 2025 Daily Update All-time high. $NTLA and $PRME with big days. Though I would not be surprised to see continued volatility and a retraction. The gains for $NTLA are really little more than just noise until the data readouts in a few weeks. As mentioned in a previous post I exited $RNA at an effectively flat valuation. This is largely a function of believing there are biotech companies with similar risk profiles that have a higher upside rather than a negative view of $RNA. Certainly could be bought out and there is likely upside there. I initially entered $RNA as a relatively"
X Link @medstudentinvst 2025-10-08T20:16Z XXX followers, XXX engagements

"Mostly just wanted to put the cash towards $NKTR. My view on $VKTX continue to be it likely has a market and upside if it maintains headline efficacy lead in the GLP-1 / GIP agonist class regardless of any side-effect incidence matched comparisons though competition from big players is intense and CMC remains important. I think it's likely continue to show in upcoming data readouts"
X Link @medstudentinvst 2025-10-15T14:53Z XXX followers, XXX engagements

"Id say $QURE $PCVX $RARE $NKTR $ABVX are high growth potential with somewhat more limited risk than the others. However biotech is always a very very high risk sector and I cant predict any outcome in biotech with certainty so if youre going invest in those please only do so if youre fully comfortable taking big losses in the positions. Obviously none of this is financial advice. If the risk parameters were widened just a bit I would also throw $NTLA in there as good risk / reward. Quite high upside and key data readouts upcoming in the next few weeks with good visibility into what the"
X Link @medstudentinvst 2025-10-04T00:26Z XXX followers, 6338 engagements

"Lorenzo "Botswana" (who has $1Bn of AUM a PhD XX other acronyms and clips $20M of annual management fees given he obviously is a X and XX guy minimum) shorted $SOC at $XX as announced after the fact. Word is he was also long $SPRB as announced the day after it increased XX trillion percent. Are there any investor materials available for a highly interested prospective LP such as myself"
X Link @medstudentinvst 2025-10-15T16:15Z XXX followers, 4380 engagements

"@AdamBLiv Alternatively you could just buy an asset that has a XXX% CAGR. Neither a 401k nor bitcoin necessary. I am the quant now"
X Link @medstudentinvst 2025-10-15T18:13Z XXX followers, XX engagements

"Right. OI represents the predominant driver of $RARE s upside. However the baseline commercial business of $RARE is probably worth around $XX per share. That provides substantial downside protection if setrusumab fails at the Final Analysis. In such a scenario $RARE will probably trade no lower than mid-teens immediately following the news and still has a reasonable chance to recover to those high twenties levels and higher if Angelman proves to be a commercially successful therapy. In contrast If setrusumab fails $MREO will be wiped out and thats particularly true if Alvelestat is considered"
X Link @medstudentinvst 2025-10-06T16:59Z XXX followers, XXX engagements

"September 30th 2025 Daily Update This can't continue forever. but another all-time high today largely on the strength of $PRME. Good to see $PCVX back in the green too after announcing a $1Bn manufacturing deal with Thermo Fisher. My sense is $PCVX will be a beneficiary of a couple things: X. The market's realization that NIH / FDA isn't anti-vaccine it's anti-stupid vaccine. Or said more academically it's anti-vaccine for vaccines that have an unclear risk-reward tradeoff. In the United States pneumococcal pneumonia is estimated to result in approximately 150000 hospitalizations each year"
X Link @medstudentinvst 2025-09-30T23:52Z XXX followers, 1059 engagements

"Wednesday October 15th 2025 Daily Update All-time high. Though always needs to be said this is a high risk portfolio and there are a number of upcoming events that could turn the ship right around. As mentioned closed the very small $BEAM and $VKTX positions today and put virtually all remaining cash into $NKTR"
X Link @medstudentinvst 2025-10-15T20:08Z XXX followers, XXX engagements

"October 9th 2025 Daily Update All-Time High. Still super risky portfolio given it's biotech. $NKTR and $NTLA probably the companies with the biggest potential catalysts over the next few weeks"
X Link @medstudentinvst 2025-10-09T20:35Z XXX followers, 1428 engagements

"Alternatively you could just buy an asset that has a XXX% CAGR. Neither a 401k nor bitcoin necessary. I am the quant now"
X Link @medstudentinvst 2025-10-15T18:14Z XXX followers, XXX engagements

"Hypothesis for a contributor to $PEPG s differentiated splicing improvement in DM1. $RNA and $DYN use DMPK1 RNA silencers which degrade and destroy the DMPK mRNA. In contrast $PEPG s ASO binds to the CUG repeats and sterically blocks the hairpin loop formation allowing the DMPK mRNA transcript to be translated normally. Most biological systems have negative feedback loops. So an increase in expression production or activity or a molecule will trigger inhibition of the expression production or activity of that molecule. Given $PEPG allows the DMPK mRNA to operate normally and produce the DMPK"
X Link @medstudentinvst 2025-10-04T08:55Z XXX followers, 1676 engagements

"@GeneInvesting Give it a rest Tony. This brand of insecure makes me want to dump every share of $NTLA I own. The stock could go to $XXX and your returns still wouldn't come close to his"
X Link @medstudentinvst 2025-10-07T21:13Z XXX followers, 1112 engagements

"$ALNY has returned 76.5x since inception. $10000 invested at $X would be $766500 today. $50000 would be $3.83M today. $100000 would be $7.66M The picture attached is $ALNY 's stock chart. This represents the argument for why to stay long in the face of volatility when invested in early stage biotechnology companies which you believe have a very good chance of seeing enormous value accretion over the long-term based on TAM competitive differentiation current valuation etc. $ALNY 's share price saw significant volatility over the years. It collapsed soared plateaued and everything in between."
X Link @medstudentinvst 2025-10-07T22:12Z XXX followers, 1456 engagements

"Today is a good example of the benefits of the approach I outlined last night. I have effectively no insight into what non-event driven pricing in a biotech stock will do day to day. I could just as easily have seen $PRME and $NTLA being down XX% today rather than up XX% and XX% (for now) ______ As a small aside I do have a theory that biotech stocks especially over the last few years are an ideal sector for quant funds because of (a) the volatility and (b) there are likely extended timeframes where the drivers of intraday pricing are far more statistically predictable given the profile of"
X Link @medstudentinvst 2025-10-08T18:20Z XXX followers, XXX engagements

"They have a very different risk / reward profile. $MREO does not have an existing commercial business generating hundreds of millions of dollars. If setrusumab fails $MREO's stock price is therefore likely to fall much more than $RARE's. We saw that after setrusumab missed at IA2. Alvelestat almost certainly will be non-competitive with $BEAM $PRIME 's and $WVE 's AATD therapies"
X Link @medstudentinvst 2025-10-05T18:53Z XXX followers, XXX engagements

"I have seen a number of posts questioning the safety of $PEPG's DM1 therapy based on previously published results for $PEPG's DMD therapy. I think there are a few misunderstandings regarding safety that are important to clear up. For background $PEG 's EDO-DM1 treats Myotonic Dystrophy Type X. EDO-51 treated DMD XX. These are two very different genetic diseases and both the structure and functional objective of each therapy's ASO is correspondingly very different. First $PEPG's EDO-51 DMD program was terminated by PEPGEN for efficacy not for safety. The mean increase in dystrophin expression"
X Link @medstudentinvst 2025-09-30T13:41Z XXX followers, 3588 engagements