[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ErikOtto2 "$atyr strong lately. Here is my article from early 2024 on the company. I still think it's cheap fundamentally and the thesis and fair value estimate still stands for the most part. Recent developments have been incremental positives (claims analysis expanded translational work anecdotes on steroid use and EAP) but also some dilution since then. Not expecting much from SSc data as it is exploratory low n probably noisy and we have very little translational data on skin effects of Efzo in SSc whereas we have so much more on the mechanistic rationale and clinical data for ILDs and especially"
@ErikOtto2 on X 2025-06-03 16:36:09 UTC 8181 followers, 28.9K engagements

"There are quite a few people on biotwitter who are either very bearish or leaning bearish on the P3 readout. Bearish or bullish I appreciate the public postings Ive seen and whatever discourse Ive had (although maybe not the insults and gifs implying I am a stoned frog lol). In my post I try to address some of these bear arguments since Ive had questions about them"
@ErikOtto2 on X 2025-07-25 13:19:19 UTC 8182 followers, 3505 engagements

"@LTbioinvestor $LRMR in Sept could also be binary-ish. $IOBT definitely binary (Q3)"
@ErikOtto2 on X 2025-07-23 18:56:13 UTC 8157 followers, XXX engagements

"Biotech Idea of the Day: $Atyr Pharma. I thought it might be apropos to ramble on one more time about Atyr on the eve of the penultimate phase X readout (sometime in Q3). This is lengthy so to summarize for those without long attention spans Im still leaning bullish especially from a risk / reward perspective"
@ErikOtto2 on X 2025-07-25 13:19:18 UTC 8182 followers, 27.5K engagements

"Without further adieu here is a link to todays post. This is not investment advice. I welcome comments especially concerns as this is the main reason I post my thesis. $atyr $xbi $bbc"
@ErikOtto2 on X 2025-07-25 13:19:19 UTC 8182 followers, 14.2K engagements

"Random musing about $PTGX. Takeda has to be nervous about oral rusfertide (still owned by PTGX - coming soon) eating into most profitable years of their deal on the subQ. Takeda will build the market possibly only to have an oral come in and cannibalize it in X - X years. Takeda only has a right of first negotiation on the oral and PTGX will have plenty of cash so PTGX could commercialize the oral themselves. All this is to say that if I were Takeda I would try to fully buy out Rusfertide from PTGX now including future oral versions to ensure they owned the space they are about to invest in."
@ErikOtto2 on X 2025-06-04 20:02:24 UTC 8181 followers, 15.8K engagements