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@jfais20 "$ADMA- fair points context and risks from Mike"
X Link @jfais20 2025-10-09T13:56Z 10.7K followers, 1879 engagements

"@TO_BioInv Me neither"
X Link @jfais20 2025-10-09T19:45Z 10.7K followers, XXX engagements

"$ADMA (NP) Another chart primed for a 2026 rebound IMO (accelerating growth + margin expansion)"
X Link @jfais20 2025-10-04T17:04Z 10.7K followers, 5625 engagements

"Given the choice would you rather aggressively grow your portfolio w/ decent chance of giving gains back Or simply experience steady riseyear after year but sleep a lot better at night sans binary risk *Know there's several stops in between but my way of thinking at least"
X Link @jfais20 2025-10-11T19:50Z 10.7K followers, 7326 engagements

"$KURA (NP) From today's trades"
X Link @jfais20 2025-10-14T00:42Z 10.7K followers, 4488 engagements

"$DAWN - well said Tom"
X Link @jfais20 2025-10-03T14:56Z 10.7K followers, 1921 engagements

"Risk mgmt (not giving gains back to the market) should be first & foremost in your mindset right now"
X Link @jfais20 2025-10-15T19:47Z 10.7K followers, 2928 engagements

"$PTGX- Nice call esp to @semodough 👏👏 +33% to $5.5B MC on potential $JNJ tuck-in"
X Link @jfais20 2025-10-10T16:59Z 10.6K followers, 3608 engagements

"$OVID with a $TRIL-type financing after healthy volunteer data + sector readthrough but also cautionary (froth) $XBI $IBB"
X Link @jfais20 2025-10-03T13:27Z 10.6K followers, 2942 engagements

"@MBbiotech @Biohazard3737 You pounded the table on $pgtx several times at lows as I recall (pity I didn't listen)"
X Link @jfais20 2025-10-11T00:56Z 10.6K followers, XXX engagements

"$KPTI (NP) Interesting pitch in Chat from TDMInvest on this cheapie post-financing (still not for me given high burn rate balance sheet woes & tolerability issues for selinexor- could find new life in MF though & not long to wait)"
X Link @jfais20 2025-10-08T14:36Z 10.7K followers, 4284 engagements

"Biggest play (for those asking) was riding $CLDX from $X to $XX then selling all in mid $20s Great example of my ignorance and lack of risk mgmt at the time Was a phase X asset (rindo in brain cancer/GBM) I got carried away with the case studies & phase X survival benefit (one of my weaknesses = patient focus over investment thesis) Thought (naively) that phase X was high PoS only sold because my ex-wife kept asking me to for peace of mind (was staring at the ticker every day) After selling it fell below $X on the phase X fail (credit goes to her on that one definitely taught me a lot about"
X Link @jfais20 2025-10-10T22:46Z 10.7K followers, 4579 engagements

"$IMNM (NP) At $550M EV wanted to like this Siegall $SGEN reboot Insider buying on the whole & in December a green flag (eat their own cooking) For AL102 in desmoid my concern for RINGSIDE part B data (already pushed back to 2H XX rarely a good sign) Is the supposed claim of superiority vs $SWTX Ogsiveo (by then the entrenched incumbent should they file for approval in 2026) Improved ORR tumor volume reductions etc could be (in part) explained by low N (5-fold difference across studies) If that gap narrows even halfway the differentiation is incremental at best (will be a tough ask to go"
X Link @jfais20 2024-12-17T23:29Z 10.7K followers, 2581 engagements

"Bad news: Markets will always be rigged The good: Focusing on a niche where you do have an edge will always be a winning formula"
X Link @jfais20 2025-10-12T20:49Z 10.6K followers, XXX engagements

"CC the expert on this one @MattBiotech"
X Link @jfais20 2025-10-09T21:39Z 10.7K followers, XXX engagements

"TDMInvest on two "cheapies" $CHRS $PLX"
X Link @jfais20 2025-08-24T20:24Z 10.7K followers, 4588 engagements

"$RNA- down XX% AH mkt wanted a buyout & got offering instead"
X Link @jfais20 2025-09-10T20:50Z 10.7K followers, 6500 engagements

"For you football fans ⚽ out there (soccer for Americans 😉) My Costa Rican friend Mike was a goalkeeping coach for the past decade & change in Europe (multiple decently-known 2nd tier teams) Fell on hard times here in CR & been living on the streets now getting back on his feet as a waiter (speaks X languages) Good guy we met in February when he was guarding people's cars on the street (treated them respectfully no matter what he got in return) and stayed in touch Shared his PayPal below ($$ going to his first few months rent groceries & clothes for work) More importantly consider including a"
X Link @jfais20 2025-10-09T21:04Z 10.7K followers, 2033 engagements

"Felt context for the $GERN pitch only fair: Left: Cost avg trade plan & conservative price targets Right: Brief thesis from Oct 3rd portfolio update"
X Link @jfais20 2025-10-09T21:28Z 10.7K followers, 6084 engagements

"Time-saving Feature= Saturday Recap posts (getting a bit long) Great discussions going on in Chat try to pick out the most useful nuggets (also add links to threads to make easy to find if wish to opine) As with most features developed during the bio bear with your feedback"
X Link @jfais20 2025-10-14T22:43Z 10.7K followers, 1646 engagements

"$DAWN- market just likes that I sold at lows works like a charm 🫡"
X Link @jfais20 2025-10-03T14:27Z 10.7K followers, 2524 engagements

"$LNTH (NP) $3.7B EV 10x cash flow/2.5x FY XX revenue Unless they get bought out not seeing much in the way of near-term needle-movers Like the Alzh imaging agents/therapeutic pipeline but needs a couple years to gain momentum Putting this one in my "Revisit 2H 26" bucket"
X Link @jfais20 2025-09-02T13:35Z 10.6K followers, 1890 engagements

"$XBI $IBB Our RealTime Trades channel is one of a kind (+ top X Holdings) Objectives: -Share current buys & positions (get feedback from other ROTY members) -Critical discussion & bear thesis for each name (where could go wrong) -See which names you have in common w/ others"
X Link @jfais20 2025-10-13T20:55Z 10.7K followers, 1990 engagements

"Like it when people rip into my picks and decisions telling me where think I got it wrong - that's how we grow and get better 👍 Re $ARWR felt at $4B EV best for me to move on avoid the binary risk (FDA + readouts) Had to remind me about $RYTM as well (2x'd since I sold🤦♂)"
X Link @jfais20 2025-09-24T21:23Z 10.7K followers, 4759 engagements

"$TARS (L) I'm terrible at predicting buyouts but @JoseRestonVA seems to be racking them up of late $MTSR $MRUS $3.5B EV would seem a logical lower risk acquisition for $ABBV 10x FY 2025 sales/3x Xdemvy peak with zero value assigned for ocular rosacea (essentially Xdemvy 2.0)"
X Link @jfais20 2025-10-03T21:00Z 10.6K followers, 6280 engagements

"$ADCT- $60M PIPE at highs + new slides (focus on 2L DLBCL combos) 🧐"
X Link @jfais20 2025-10-13T13:38Z 10.7K followers, 2254 engagements

"$BHVN Narrator: The drug's benefits in SCA patients are far from controversial (reducing fall risk & slowing disease progression high stat sig most measures & very favorable risk profile for a simple oral treatment/non-exotic modality in an indication where nothing is approved)"
X Link @jfais20 2025-10-09T18:10Z 10.7K followers, 5078 engagements

"Everyone's a genius in a bull market"
X Link @jfais20 2025-10-09T18:13Z 10.7K followers, 4282 engagements

"Many traders mentioning "generational wealth" this past week but crickets on generational losses. Took me multiple years to come back from my worst binary blow-ups For every $QURE there's 5-10x more $ATYR's Remember the old adage XX% loss needs a double just to break-even"
X Link @jfais20 2025-09-27T18:40Z 10.7K followers, 30.7K engagements

"Nice overview of the menin inhibitor landscape $SNDX $KURA $JNJ also Sumitomo & Servier Perhaps a great example of situation where first mover advantage will prove more important than originally thought *Hat tip to @stevenvig"
X Link @jfais20 2025-10-10T01:45Z 10.7K followers, 1901 engagements

"$OVID - helpful take from Dr. Zhao in Chat $XENE $BHVN"
X Link @jfais20 2025-10-05T17:15Z 10.7K followers, 10.9K engagements

"@monaco_biotech Welcome back- still my #1"
X Link @jfais20 2025-10-09T17:54Z 10.7K followers, XXX engagements

"@Maximus_Holla Guaranteed buyout if I watch from the sidelines"
X Link @jfais20 2025-10-15T20:21Z 10.7K followers, XXX engagements

""Why Biotech's Rally Can Last This Time" via WSJ $XBI $IBB "Deal activity accelerating" "Survivor bias tailwind- weakest players been flushed out" "IPO activity remains subdued- that's a good thing" "Sector remains about XX% below its pandemic peak. one of the few areas of the market that still looks reasonably priced." "Group is trading slightly below its historic average for the ratio of enterprise value to sales.""
X Link @jfais20 2025-10-14T12:50Z 10.7K followers, 14.8K engagements

"Devil's advocate- isn't Barron's a contra-indicator $xbi $ibb"
X Link @jfais20 2025-10-15T16:19Z 10.7K followers, 1706 engagements