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@semodough "$PTGX oral pipeline is what $JNJ wants X -XX billion would be cheap for what they get"
X Link @semodough 2025-10-10T15:54Z 41.4K followers, 6591 engagements

"Cantor Events @ ESMO (10/19-21 in Berlin) hosting $IDYA Discussion Topics Darovasertib (PKC):ESMO data from Ph2 neoadjuvant uveal melanoma (UM) expectations for OS data from Ph2 MUM and PFS from Ph2/3 trial between YE25 and 1Q26. IDE849 (DLL3 ADC):Data from WCLC and clinical development plan to for small-cell lung cancer and neuroendocrine cancers. IDE397 (MAT2A) + Trodelvy (TROP2 ADC):Discussion of combination data in urothelial cancer and expectations for 2026 update"
X Link @semodough 2025-10-07T18:50Z 41.4K followers, 12.8K engagements

"$SLNO - look at ramp - Cowen May be even steeper then piper - - good ramp-low cost structure- profits =higher stock price"
X Link @semodough 2025-10-04T14:49Z 41.4K followers, 19.5K engagements

"$AZN #ESMO25 interim analysis for DESTINY-Breast05 as a late-breaking presentation&part of Presidential Symposium I. This trial could move Enhertu into earlier stages of HER2+ breast cancer. Specifically DESTINY-Breast05 compares Enhertu vs. Kadcyla in patients who have residual invasive disease after neoadjuvant therapy. AZN estimates this segment of the population is 65000 patients in the top X countries globally (including 14k in the US and 38k in China)"
X Link @semodough 2025-10-10T11:24Z 41.4K followers, 2885 engagements

"$SLNO WF sees Soleno's shares trading up at least XX% on $ACAD failure in PWS"
X Link @semodough 2025-09-24T12:30Z 41.4K followers, 5221 engagements

"$CTMX - Perceptive - Point72 - Baker -BVF - VIVO - Orbimed - money slide on $CTMX"
X Link @semodough 2025-08-22T11:32Z 41.4K followers, 23.9K engagements

"$LLY Zepbound TRx and NRx were +1% and +0.5% w/w respectively with TRx ending the week at 460k vs. the prior week's 455k Mounjaro TRx and NRx were +4% and +3% w/w respectively with TRx ending the week at 668k vs. the prior week's 644K"
X Link @semodough 2025-10-10T12:35Z 41.4K followers, 4082 engagements

"Yes $CELC $MLYS for sure others I didnt mean to leave any out 🤷♂"
X Link @semodough 2025-09-24T21:35Z 41.4K followers, 2658 engagements

"$OCUL seeing 5+ billion worth of sales +10 years. Plus the 1s 2s billion years leading up to the X Billion years - yes yes long ways off & lots wood to chop but market is clearly there & longer duration drug clearly needed"
X Link @semodough 2025-10-04T14:34Z 41.4K followers, 6105 engagements

"$SLNO Baird $ACAD overhang removed for $SLNO &take safety risk seriously we continue to think safety concerns are currently overplayed considering background disease comorbidities and physician familiarity with safety profile of diazoxide setting up a favorable buying opportunity in tandem with the ACP-101 failure"
X Link @semodough 2025-09-24T17:55Z 41.4K followers, 6561 engagements

"$ALNY MS expect Amvuttra launch momentum in TTR-CM to continue with potential for another beat and raise in 3Q25. This is supported by our monthly sales/script analysis implying robust 3Q25 WW Amvuttra sales of $650-680M. Hence we raise our Amvuttra sales estimates and our PT to $475"
X Link @semodough 2025-10-06T12:38Z 41.4K followers, 2997 engagements

"$OCUL Ocular expects to extend Axpaxli IP out to 2044 (from 2041). In an 8-K Ocular disclosed that they had received a notice of allowance from the USPTO in September relating to "methods of treating ocular diseases with AXPAXLI" that they expect will result in a patent issuance that would expire in 2044 would cover Axpaxli both in the US and ex-US. Ocular's current expiration date for Axpaxli is 2041 - BAIRD"
X Link @semodough 2025-10-04T01:56Z 41.4K followers, 8661 engagements

"$DAWN 3Q consensus / guidance considerations Source $38.2M (bloomberg compiled)"
X Link @semodough 2025-10-11T19:21Z 41.4K followers, 4270 engagements

"$NKE BTIG initiates BUY PT $XXX Nike as Top Pick for 2026 citing solid recovery progress and margin rebound potential"
X Link @semodough 2025-10-15T11:20Z 41.4K followers, X engagements

"$ACAD MS company's pipeline includes eight disclosed programs with seven Phase 2/3 study starts through 2026 and four data readouts by end of 2027. maintain an Equal-weight rating on the company's shares focusing on Phase X data from ACP-204 in ADP expected in 2026"
X Link @semodough 2025-09-25T01:13Z 41.4K followers, 3575 engagements

"$REGN Dupixent Y/Y TRx XX% $NKTR $CRVS"
X Link @semodough 2025-10-03T12:12Z 41.4K followers, 8546 engagements

"BofA $ROIV Ph3 study of brepo (JAK1/TYK2) met primary endpoint in dermatomyositis positioning for a commercial launch in '27E While efficacy data arguably could be better think data were good enough given oral dosing and steroid tapering reiterate Neutral with new PT $XXXXX. At $5-5.5bn EV ex-$IMVTthink more of LNP and broader pipeline are priced in"
X Link @semodough 2025-09-17T21:38Z 41.4K followers, 3446 engagements

"$KYMR will present their Ph X healthy volunteer for STAT6 degrader KT-621 (9/29/25 OS3288). They have presented these data before in both topline and medical meeting formats. dont expect new data but we think the presentation is nice to showcase this program to the medical community. Most eagerly await Ph 1b data in atopic dermatitis expected in 4Q25"
X Link @semodough 2025-09-27T15:20Z 41.4K followers, 4608 engagements

"$IDYA 16-Jan -2026 options implying XXXX% move by GS 😳"
X Link @semodough 2025-10-08T01:41Z 41.4K followers, 7975 engagements

"RJ has X #BIOTECHS on its favorite stock ideas from the analysts in Equity Research. Analysts may only have one buy idea (from their stocks under coverage rated Strong Buy or Outperform) on the list at any given time $OCUL $IONS $TRVI $COGT"
X Link @semodough 2025-09-16T16:59Z 41.4K followers, 6253 engagements

"$BBIO BUY PT $68Piper KOL ATTR-CM Expert Dinner NY and is a leading expert in treating TTR amyloidosisMGR largest amyloid patient populations in New York State with 250-300 patients actively receiving treatment. KOL is a large advocate for combination therapies despite the lack of definitive clinical data supporting this approach. Amongst the KOLs patients he estimates XX% are on a combination of a stabilizer and silencer with the rest on a stabilizer and a few outliers on a silencer monotherapy. The"
X Link @semodough 2025-09-30T10:58Z 41.4K followers, 8259 engagements

"$PTGX $JNJ Will PTGX get 10CVR on PN-881 @Biohazard3737"
X Link @semodough 2025-10-10T15:28Z 41.4K followers, 11.9K engagements

"$PTGX - hopefully will be the new poster child for ORAL first in class new MOA s going forward. $XBI"
X Link @semodough 2025-10-10T15:47Z 41.4K followers, 13.9K engagements

"$SLNO - simple math XX% of these XXX patients is XXX new starts just from these XX endocrinologists - imho bodes well for q3"
X Link @semodough 2025-10-14T14:32Z 41.4K followers, 6717 engagements

"$PTGX $JNJ Icotrokinra met the primary endpoint of clinical response at all three doses with XXXX% of patients treated achieving endoscopic improvement and XXXX% achieving clinical remission at the highest dose at Week XX in the Phase 2b ANTHEM-UC study"
X Link @semodough 2025-10-07T12:12Z 41.4K followers, 20.5K engagements

"Clear Street $PTGX PT to $74full data release from P2b Anthem-UC trial (initial topline in March 2025) and initiation of P3 UC and P2/3 Crohn's disease trials by J&JUC results matched 30-40% base-case expectations with 400mg dose delivering a XXXX% placebo-adjusted clinical response (63.5% vs 27%; p0.001). Comprehensive results presented at UEGW 2025 demonstrated that all three doses-400mg 200mg and 100mg-met the primary endpoint with placebo-adjusted clinical response rates of XXXX% XXXX% and XXXX% respectively. Multiple key secondary endpoints also achieved statistical significance. At"
X Link @semodough 2025-10-07T19:41Z 41.4K followers, 11.3K engagements

"$AZN Bernstein full data high profile AHA conference (7-11 November) to fully assess the Bax24 blood pressure lowering phase X data just headlined for AZNs baxdrostat. But considering that this data is highly clinically meaningful believe that it further validates AZNs late stage non-oncology prospects. Within this business (=60% of our group sales (CAGR 25-30e) of 9%) we expect seven more high profile phase X data read- outs pre 31/12/27 where consensus expectations are mostly too low. Hence our 2030 Total Revenue forecast of $89bn is XX% Bloomberg consensus (the guidance is $80bn). The next"
X Link @semodough 2025-10-08T11:21Z 41.4K followers, 9093 engagements

"Took longer then I thought $JNJ"
X Link @semodough 2025-10-10T15:26Z 41.4K followers, 6738 engagements

"$OCUL CEO Pravin addresses offering If I could look at all of you eye to eye I would at this point. Every single decision that is made in this company&I mean every single decision that is made in this company is made from a position of CONFIDENCE Let me just repeat that. Every every single decision that is made in this company every single decision is made from a position of confidence. If you are confident in your drug if you are confident in your clinical trials the decisions that were made this morning is exactly the decisions you would make"
X Link @semodough 2025-10-01T14:10Z 41.4K followers, 7251 engagements

"Barclays $ABVX Overweight Our $XXX price target on Abivax based on our view of the market opportunity for obefazimod in inflammatory bowel diseases given the clinical profile as a first-in-class oral molecule with a biologic-like efficacy in ulcerative colitis and Crohn's disease"
X Link @semodough 2025-10-13T15:31Z 41.4K followers, 22.5K engagements

"$AZN GUGG IR confirmed enthusiasm for program&that BaxHTN was primary data set needed to file with regulators but noted AZN plans to file Bax24 data set&whether it is included formally in label or not at launch it will be a promotable data set&potentially a differentiator vs. competition with team noting carefully selected language in press release"
X Link @semodough 2025-10-08T19:40Z 41.4K followers, 4042 engagements

"$COGT Top-line pivotal data from the APEX Part X study of bezuclastinib in advanced systemic mastocytosis (AdvSM) is expected in 2H25"
X Link @semodough 2025-10-03T09:44Z 41.4K followers, 2625 engagements

"$UTHR cantor All in all TETON-2 isn't the homerun dataset we wanted to see. But it's clear to us that Tyvaso is the best thing out there for IPF patients and the full details do support Tyvaso becoming a very large drug in IPF ($5B+ opportunity). We fully believe that we're in store for a mega commercial launch with this drug"
X Link @semodough 2025-09-28T19:54Z 41.4K followers, 4712 engagements

"$JNJ Icotrokinra data in ulcerative colitis show potential for a standout combination of therapeutic benefit and a favorable safety profile in once-daily pill Johnson & Johnson $PTGX"
X Link @semodough 2025-10-07T19:00Z 41.4K followers, 2807 engagements

"BofA - throwing some Cold water on $PROK party today $PROK US: ProKidney Corp - REACT update has limitations stock move looks overdone - UNDERPERFORM PT X BUCK"
X Link @semodough 2025-07-09T12:20Z 41.4K followers, 17.4K engagements

"$JNJ $PTGX $BMY - market speaking #Icotrokinra will be ORAL treatment of choice in PsO"
X Link @semodough 2025-09-24T15:26Z 41.4K followers, 5284 engagements

"$AKRO Akero Therapeutics to be Acquired by Novo Nordisk for up to $XXX Billion - Akero Therapeutics Inc.m"
X Link @semodough 2025-10-09T10:20Z 41.4K followers, 21.6K engagements

"$UNH premarket JpMorgan PT from $XXX from XXX Also MIZHOU PT $XXX from $300"
X Link @semodough 2025-10-09T09:53Z 41.4K followers, 3012 engagements

"$ZURA - XXX% jump in short interest highest jump I see"
X Link @semodough 2025-10-09T21:37Z 41.4K followers, 4935 engagements

"$SMMT Ph3 HARMONi-6 ivonescimab + chemotherapy data in 1L NSCLC from SMMTs partner Akeso at the European Society for Medical Oncology (ESMO; 10/17-21)"
X Link @semodough 2025-09-27T14:55Z 41.4K followers, 5682 engagements

"$AKRO highest short interest to date into the buyout"
X Link @semodough 2025-10-09T21:39Z 41.4K followers, 3161 engagements

"$AZN - another overhang removed for AstraZeneca announces historic agreement with US Government to lower the cost of medicines for American patients"
X Link @semodough 2025-10-10T23:05Z 41.4K followers, 3714 engagements

"$LLY XXX buck move. $AZN $MRK over XX dollar move - overhang removed / clearing event. Good for biotechs / & M&A"
X Link @semodough 2025-10-01T18:29Z 41.4K followers, 6583 engagements

"Surprised we not seen 13G on $OCUL yet also - thanks for posting these on $PALI"
X Link @semodough 2025-10-08T20:39Z 41.4K followers, 8426 engagements

"$XBI Needham What do recent acquisitions reveal about the buyers (MSNY (15 deals) MRK (13 deals) and NVS/LLY (12 deals each) have been the most active Pharma buyers since 2018. Of that group LLY was the only company without an acquisition in 3Q25. We see Bayer Roche REGN and ABBV as most likely to buy earlier-stage companies. We see TAK BIIB and BMS as most likely to buy late-stage companies"
X Link @semodough 2025-10-11T18:53Z 41.4K followers, 4862 engagements

"$CYTK - by stifel $BMY mavacamten wasn't the right tool for the job (40% at 5mg; XX% w/treatment interruptions); and (CYTK aficamten-with superior PK/wider TI and better dosing (no tx interruptions at LVEF less than 50%) -- should have a good shot"
X Link @semodough 2025-09-29T15:10Z 41.4K followers, 11.1K engagements

"$SNY just another week of 23900 new scripts written this week of Duxipent $NKTR $CRVS"
X Link @semodough 2025-10-11T19:35Z 41.4K followers, 10.9K engagements

"$UTHR Cantor dinner last night (09/22) in NYC with $UTHR mgt team: CFO James Edgemond&Harry Silvers (IR). Tyvaso's opportunity in IPF was by far the main topic of discussion with management sounding very confident ahead of ERS 2025 next week and next year's TETON-1 phase X readout"
X Link @semodough 2025-09-24T01:46Z 41.4K followers, 3639 engagements

"Nice work on catalyst previews by LIFESCI $MRUS $IDYA $IMNM $ZYME"
X Link @semodough 2025-08-31T13:38Z 41.4K followers, 11.3K engagements

"Cantor $MLTX $UCB Bimzelx HS Launch Remains V. Strong - Our Analysis of Bimzelx Rx Data"
X Link @semodough 2025-05-29T19:53Z 41.4K followers, 6944 engagements

"$LRMR Baird nomlas clinical translatability there were positive trends in several clinical scores including a not-too-shabby 3.25-pt net improvement in mFARS vs. a natural history cohort $BIIB 2.41-pt improvement in a RCT on its way to FDA approval). Shares were initially down over XX% on news but have since rebounded XX% as investors may be beginning to realize the glass may not be quite as empty as they believed at first glance"
X Link @semodough 2025-10-04T14:38Z 41.4K followers, 5868 engagements

"H.C. Wainwright raised the price target on $OCUL to $XX from $XX and reiterated at a Buy rating. Ocular Therapeutix previously reported that the FDA had granted a Special Protocol Assessment (SPA) for the planned registrational program of AXPAXLI for the treatment of non-proliferative diabetic retinopathy (NPDR). The design of two Phase X superiority trials in NPDR HELIOS-2 and HELIOS-3 was highlighted during the company's investor day last week. Specifically HELIOS-2 is a two-arm superiority trial (n=432 randomized 1:1). The study aims to evaluate a single AXPAXLI injection compared to a"
X Link @semodough 2025-10-08T13:35Z 41.4K followers, XXX engagements

"$ROIV - Cowen few weeks back nice call COWEN INSIGHT Brepocitinib (oral QD JAK1/TYK2i) Ph3 VALOR DM data is expected in H2 (likely Sept 25) and should be positive affirmed by our KOL checks and proprietary analysis of TIS endpoint (see attached deck). like risk/reward and see stock trading +25-35% w/ positive data and down -10-15% w/ negative results. We model peak sales of $845M (65% PoS) in US/JP in DM alone and $2.3B incl NIU (75% POS)"
X Link @semodough 2025-09-17T13:38Z 41.4K followers, 4201 engagements

"$PTGX - should it be up more today after $ABVX data"
X Link @semodough 2025-10-06T13:53Z 41.4K followers, 12.7K engagements

"$SLNO - worth repeating incase you missed it - XX% of patients on VYKAT XR received their first prescription in 3Q suggesting a substantial increase in new starts from the XXX reported by the end of 2Q"
X Link @semodough 2025-10-14T14:20Z 41.4K followers, 11.8K engagements

"$BBIO Whats happening right now is absolutely insane Kumar said in an interview with Bloomberg News adding that he hasnt met a doctor in the field who doesnt consider BridgeBios drug to be the most potent medicine available. $PFE $ALNY"
X Link @semodough 2025-09-11T19:49Z 41.4K followers, 13.8K engagements

"Who owns $PTGX besides sheep congrats @Biohazard3737 - appreciate all dialogue on this one over years"
X Link @semodough 2025-10-10T15:43Z 41.4K followers, 8698 engagements

"$PTGX this trial helped close deal for $JNJ they know they got XX billion dollar drug and no reason to pay PTGX X billion year when they can have all PTGX here"
X Link @semodough 2025-10-10T16:09Z 41.4K followers, 4696 engagements

"$LRMR did not know $BMRN Palynziq has a boxed warning for the risk of life-threatening anaphylaxis with requirement to carry epi-pen A 2021 study of XX patients on Palynziq reported an anaphylaxis rate of XXXX% which was higher than rate observed in clinical trials. study also found that anaphylactic episodes were more common shortly after dosage increases Palynziq generated $355M in FY24 peak sales forecast of $812M"
X Link @semodough 2025-09-30T11:35Z 41.4K followers, 14.2K engagements

"50x leverage - how is that even allowed"
X Link @semodough 2025-10-11T21:53Z 41.4K followers, 8280 engagements

"$BMY - needs to be spending Billions on phase X ready assets & not ones going into clinic imho - $BMY LOE is real imho"
X Link @semodough 2025-10-10T11:03Z 41.4K followers, 15.2K engagements

"$XBI last X years or longer most would say #BIOTECHS have been not easy - Sentiment has changed - excellent launches & M&A & good data definitely bringing investors back thats probably not looked at Biotech in years 👍$QURE $ABVX $NKTR $INSM $VRNA $BBIO $MDGL $ALNY etc etc fingers crossed it can continue awhile"
X Link @semodough 2025-09-24T21:33Z 41.4K followers, 9617 engagements

"$SRPT Bofa focused on initial updates for SRP-1001 in FSHD and SRP-1003 in DM1 expected by YE which think could provide upside to our estimates. look for updates on Elevidys but reiterate our view that it will likely take several quarters to gain visibility on the potential recovery. maintain Underperform with $XX PT"
X Link @semodough 2025-10-09T09:35Z 41.4K followers, 3709 engagements

"$REGN Regarding anticipated Eylea HD approvals in November 2025 management does not believe that SRRKSeptember XX apitegromab CRL disclosure has any implications for FDA action on Eylea HD"
X Link @semodough 2025-10-01T01:45Z 41.4K followers, 4194 engagements

"$OCUL hosted an Investor Day to discuss its clinical strategy for NPDR and DME and Axpaxli's wet AMD commercial opportunity Axpaxli will be evaluated in two studies HELIOS-2 and HELIOS-3 each recruiting both NPDR and DME patients PTto $XX following plans for a broad label in NPDR/DME and a superiority label to approved therapies"
X Link @semodough 2025-10-01T15:41Z 41.4K followers, 3308 engagements

"$AZN Bernstein 2030 Total Revenue forecast of $89bn is XX% Bloomberg consensus (the guidance is $80bn) for $AZN"
X Link @semodough 2025-10-08T11:21Z 41.4K followers, 4688 engagements

"$CLDX Celldex Presents Data Demonstrating Barzolvolimab Improves Chronic Spontaneous Urticaria Independent of Baseline Immunoglobulin E levels in Phase X Study at EADV Congress 2025 - Celldex Therapeutics"
X Link @semodough 2025-09-17T10:54Z 41.4K followers, 5244 engagements

"$BMY besides LOE - Sotyktu X billion in revenue at risk Jefferies $PTGX the Sotyktu killer Doc thinks Sotyktu is stuck in "no man's land" w/ moderate efficacy slow onset and requirement of TB test. Analysts had sales of $BMY Sotyktu of XXX billion in 2029"
X Link @semodough 2025-10-10T11:11Z 41.4K followers, 17.6K engagements

"$XBI biotechs even $UTHR that has XX billion Mcap has XXX million in revenue quarter - not X million in orders like RGTI geesh"
X Link @semodough 2025-10-10T13:01Z 41.4K followers, 3912 engagements

"$UTHR Bern - $UTHR hasbeen planning for success in IPF and expects to have capacity for 75k patients by mid 2027. $UTHR is also working on X new products expected to come out of stealth mode next year with potential to further strengthen the durability of UTHRs business"
X Link @semodough 2025-09-26T10:42Z 41.4K followers, 3528 engagements

"Leerink $NVO $AKRO deal underscores Large Pharma's clear strategic interest in MASH and newfound willingness to deploy capital externally to boost pipeline exposure - we see positive readthrough for the MASH names in our coverage including $MDGL SGMT and $VKTX. We see NVO's acquisition as supportive of our view that GLP-1's will not fully address the entire MASH spectrum"
X Link @semodough 2025-10-11T18:59Z 41.4K followers, 11.4K engagements

"Would assume not good for $REGN either"
X Link @semodough 2025-10-13T12:32Z 41.4K followers, 9451 engagements

"$ALEC bofa FTD-GRN data in mid-4Q25e will be key for sentiment but we still are cautious on commercial opportunity and buildout. Early proof of concept for amyloid ABC programs is solid but will watch reticulocyte safety moving towards the clinic. GCase programs could be differentiated on dosing frequency but we see meaningful clinical data as needed for buy-in"
X Link @semodough 2025-09-22T19:11Z 41.4K followers, 4314 engagements

"$NVO $AKRO bofa MASH a big market with large obesity overlap Novo has estimated c22m sufferers by 30Ewith a large obesity overlap. We see MASH as a potential huge addressable market with c25% of population having NAFLD (non-alcoholic fatty liver disease) with Novo estimates of 22m MASH F2-F4c sufferers expected by 2030"
X Link @semodough 2025-10-09T14:18Z 41.4K followers, 3092 engagements

"$AZN yesterday Baxdrostat met the primary endpoint in Bax24 Phase III trial in patients with resistant hypertension"
X Link @semodough 2025-10-08T19:38Z 41.4K followers, 6467 engagements

"$MLTX MoonLake Immunotherapeutics reports on week XX results of the VELA Phase X hidradenitis suppurativa program with the Nanobody sonelokimab MoonLake Immunotherapeutics"
X Link @semodough 2025-09-28T16:08Z 41.4K followers, 15.6K engagements

"$OCUL at XX min mark addressed the offering - and repeated 4x - every decision made is because of the confidence in the drug"
X Link @semodough 2025-09-30T18:14Z 41.4K followers, 5306 engagements

"$CTMX XX million short now - thats not error"
X Link @semodough 2025-10-09T21:54Z 41.4K followers, 6711 engagements

"Roche wanted the discount aisle with $ETNB. Seems to be theme with them. Same thing in obesity"
X Link @semodough 2025-10-09T12:25Z 41.4K followers, 5548 engagements

"$SOFI JMP expect an excellent quarter from SOFI &have materially increased estimate with EPS of $XXXX (from $0.07) and compared to consensus of $XXXX. biggest driver is an expectation for continued robust third-party Loan Origination volume where we were previously modeling a modest decline but now model a healthy sequential increase up XX% sequentially to $2.8B. Overall expect a strong Loan Origination quarter to keep momentum going with the recent $1.5B capital raise adding to capacity for both balance-sheet growth and M&A"
X Link @semodough 2025-10-09T15:49Z 41.4K followers, 49.7K engagements

"$JNJ - what JNJ said on call ICO Jennifer Taubert Executive Vice President Worldwide Chairman Innovative Medicine Johnson & Johnson: Great thanks. Good morning. We are really excited about the opportunity for Icotrokinra and see this as one of our next big you know $X billion plus brands. Why are we excited about it We believe its really going to set the new standard of care in the treatment of plaque psoriasis and that will be the first indication. You know unprecedented combination of complete skin clearance and a favorable safety profile. With the simplicity of an oral pill were really"
X Link @semodough 2025-10-14T16:39Z 41.4K followers, 8440 engagements

"$NKTR short interest"
X Link @semodough 2025-10-09T21:35Z 41.4K followers, 14.9K engagements

"$JNJ buying PTGX & just like that JNJ is in the ORAL #Obesity race with PN-477 yrs behind yes but now has JNJ a pushing it thru"
X Link @semodough 2025-10-10T17:38Z 41.4K followers, 8312 engagements

"Should $ABVX be up more now that $JNJ speaks"
X Link @semodough 2025-10-10T16:26Z 41.4K followers, 7808 engagements

"$BMRN $XBI #Biotechs BMRN has ample balance sheet firepower ($4-5B total) they are looking for multiple deals worth $1-1.5B each and they are looking at commercial companies/assets or late-stage/de-risked pre-commercial companies/assets where BMRN can add value"
X Link @semodough 2025-09-17T11:32Z 41.4K followers, 7701 engagements

"$AZN - in good graces with trump now"
X Link @semodough 2025-10-10T16:37Z 41.4K followers, 4944 engagements

"$OCUL Kaiser speaking Eyecelerator @ AAO 2025: October XX 2025 Orlando Florida Redefining the Retina Experience Session: Presenting Company Showcases Thursday October XX 2025 1:15 2:45 PM ET Presenter: Peter K. Kaiser MD Chief Development Officer"
X Link @semodough 2025-10-07T21:52Z 41.4K followers, 3610 engagements

"$JNJ - what JNJ said on call ICO Jennifer Taubert Executive Vice President Worldwide Chairman Innovative Medicine Johnson & Johnson: Great thanks. Good morning. We are really excited about the opportunity for icatrekibart and see this as one of our next big you know $X billion plus brands. Why are we excited about it We believe its really going to set the new standard of care in the treatment of plaque psoriasis and that will be the first indication. You know unprecedented combination of complete skin clearance and a favorable safety profile. With the simplicity of an oral pill were really"
X Link @semodough 2025-10-14T16:37Z 41.4K followers, XXX engagements

"$BMY MS underweight continue to see risk on 2026 numbers"
X Link @semodough 2025-10-10T11:57Z 41.4K followers, 3564 engagements

"$GOSS XX million increase in shorts last X months"
X Link @semodough 2025-10-09T21:59Z 41.4K followers, 6180 engagements

"$JNJ 2021 we have X bilion drug - 2023 its X Billion - now most likely 10Billion plus $PTGX in good position to negotiate here as WSJ broke Friday"
X Link @semodough 2025-10-11T18:43Z 41.4K followers, 5055 engagements

"$PTGX $JNJ Registrational Phase X study in ulcerative colitis and Phase 2b/3 study in Crohn's disease anticipated to begin patient enrollment in Q4 2025"
X Link @semodough 2025-10-07T12:13Z 41.4K followers, 14.1K engagements

"$VKTX latest short interest"
X Link @semodough 2025-10-09T21:33Z 41.4K followers, 18.9K engagements

"$IDYA JP Morgan $IDYA TOP IDEA - Adding to Positive Catalyst Watch Ahead of Darovasertib Updates; Takes from Conf. Call Series Overweight IDYA IDYA US Price (23 Sep 25):$25.93 Price Target (Dec-26):$74.00"
X Link @semodough 2025-09-26T15:40Z 41.4K followers, 12.2K engagements

"$IDYA LIFESCI $IDYA (OUTPERFORM$58.00 PT): Mgmt Dinner Takeaways On the Back Of Multiple Clinical & Preclinical Updates at 10th Anniversary R&D Day and WCLC 2025: Darovasertib DLL3 MTAP PARG & More"
X Link @semodough 2025-09-12T09:53Z 41.4K followers, 13.1K engagements

"$VKTX Truist BUY): Competitor data from aleniglipron (formerly GSBR-1290) in 4Q25 Competitor data MET-097i (monthly dosing or w/T2DM) and MET-097o (oral GLP1) around YE25/early 2026 Obesity Week presentations: Nov 4-7 AHA presentations: Nov 7-10 Amylin agonist (DACRA) DC nomination in 4Q25 VK2735 maintenance study start late 3Q25/early 4Q25"
X Link @semodough 2025-10-01T11:32Z 41.4K followers, 8984 engagements

"$DNLI FDA acceptance of the BLA filing for tividenofusp alfa (DNL310) for Hunter syndrome under priority review with a PDUFA date scheduled for 1/5/2026. OPPY $DNLI is approaching an inflection point as the company transitions to commercial stage with multiple interesting early-stage programs"
X Link @semodough 2025-08-31T13:57Z 41.4K followers, 3454 engagements

"$QURE short interest 🤔🤔"
X Link @semodough 2025-10-09T21:43Z 41.4K followers, 14.6K engagements

"$OCUL piper $XX On SOL-R OCUL disclosed criteria for randomization - each patient needs to achieve CSFT XXX um at week -XX and -X and CSFT XX um increase. At our dinner mgmt reiterated that these are "stable" patients&as a result have significant confidence that SOL- R can achieve non-inferiority on BCVA letters at week XX (within XXX letters margin)"
X Link @semodough 2025-10-03T11:31Z 41.4K followers, 6347 engagements

"BMO $XX PT $PTGX. $JNJ UEG Icotrokinra Full Data Remains Compelling Live from Berlin's UEG Conference Full ANTHEM-UC data for icotrokinra further validates investor confidence in compelling top-line results. Presenter commentary highlighted continued trends of efficacy which could suggest better response data is possible beyond XX weeks. Discussions with physicians at the conference and during Q&A also indicate that Ph 2b profile appears at a minimum differentiated among oral agents and could be competitive with injectable standards in the space. New planned Ph X trial in UC will look to"
X Link @semodough 2025-10-08T14:15Z 41.4K followers, 5327 engagements

"$AZN JP Another strong Enhertu result in the DB-05 trial de-risks a further c. $0.5bn peak sales opportunity model combined sales across the DB-11 and DB-05 indications in the range of $0.5-$1bn with strong data at ESMO for both trials potentially de-risking the upper end of this range. Overallstrong DB05 headline results as a minor positive for Astra"
X Link @semodough 2025-09-30T13:06Z 41.4K followers, 5360 engagements

"$DIS WF Our Call think DIS's assets are growing + maturing creating more predictability in EPS upside that will engender a rerating. expect solid execution and a near-term conclusion on succession. resume coverage with a $XXX PT Overweight rating"
X Link @semodough 2025-10-06T10:48Z 41.4K followers, 2995 engagements

"$LQDA short interest"
X Link @semodough 2025-10-09T21:45Z 41.4K followers, 7109 engagements

"$LPTX - been X months since exploring potential sale or partnership opportunities for sirexatamab and FL-501. By Raymond James & Associates - would think FL-501 is worth something"
X Link @semodough 2025-10-03T13:03Z 41.4K followers, 5361 engagements

"$OVID OPPY overview PT $7"
X Link @semodough 2025-10-10T10:27Z 41.4K followers, 6971 engagements

"$PTGX - fully believe $JNJ knows PN-881 is crown jewel in the pipeline & must have here before data comes out"
X Link @semodough 2025-10-11T19:11Z 41.4K followers, 9568 engagements

"$KURA Lifesci Three abstracts for darlifarnib + cabo in RCC darlifarnib monotherapy dose escalation and tipifarnib + alpelisib in HNSCC RCC data looks early and encouraging. Within RCC darlifarnib (3 X or X mg) + XX mg cabo drove an early XX% ORR across evaluable patients (N=20)"
X Link @semodough 2025-10-13T01:52Z 41.4K followers, 6366 engagements

"$PTGX - musings 🤔 $JNJ still owes PTGX XXX million in milestones + PTGX cash of XXX million - add RUFA for 50/50 opt in with TAK - along with Oral Hepciden & XXX & XXX why not 9-10 billion fair value @Biohazard3737 as for JNJ free cash flow for 2024 was $20.517B & have XX billion cash"
X Link @semodough 2025-10-11T02:09Z 41.4K followers, 25.7K engagements

"$ACXP few months back Maxim report had runway into 3Q25 though there needs to be a substantial capital raise and/or other funding resources to initiate a P3 program X million cash left & credit deal with Lincoln park and stock up afterhours. Goodluck with that 🤢"
X Link @semodough 2025-10-08T01:28Z 41.4K followers, 3640 engagements

"$PTGX XXX billion Mcap. XXX million cash X approvable drugs with $JNJ bidding with a vast pipeline not sure this should be under $XX here 🤷♂🤷♂"
X Link @semodough 2025-10-10T18:33Z 41.4K followers, 13.3K engagements

"$OCUL XX min mark Kaiser started talking about NPDR - which he begins by saying he waited a year to talk about this"
X Link @semodough 2025-09-30T19:19Z 41.4K followers, 13.5K engagements

"$GMAB Cowen expect Darzalex to meet/beat $3.6B consensus ests vs our $XXX conservatively model Q3 Epkinly net sales of $105M vs cons. $124M. Kesimpta should beat. Tepezza likely to be weak. Rybrevant should continue to grow well. Acasunlimab 2L+ NSCLC update on OS by YE25. Nov XX 2025 PDUFA for 2L+ FL and Ph3 1L/2L DLBCL"
X Link @semodough 2025-10-10T13:12Z 41.4K followers, 2679 engagements

"$JNJ back 2023 JNJ saying they had X Billion drug - now Icotrokinra (oral IL-23R) Ph2b & UC detailed data at UEGW25 JNJ realizing probably XX billion -hence its time to start talks/Buy $PTGX now as phase X rollouts in all indications rollout"
X Link @semodough 2025-10-11T18:38Z 41.4K followers, 6796 engagements

"$GOSS - yes BOB SMITH should get people attention Last but not least Bob Smith: - From Merck's PAH Drug to Gossamer Bio Bob came from Merck's pulmonary arterial hypertension (PAH) drug program. He was the company's Chief Commercial Officer (CCO)"
X Link @semodough 2025-10-09T16:40Z 41.4K followers, 4957 engagements

"$JNJ - also said confident enough to run ICO trials against stelara - which was XX billion peak drug & JNJ thinks ICO is better - whats ICO worth for $PTGX thats over X BILLION in royalties a year to PTGX in outer years is probably good debate currently"
X Link @semodough 2025-10-14T14:01Z 41.4K followers, 4698 engagements

"$MRK $BMY JP anticipate Keytruda / Opdivo to be excluded from IRA price negotiations until 2029 (i.e. an additional year of exclusion). With amended Orphan Drug Exclusion note that BMY's Opdivo / MRK's Keytruda are likely not eligible to be selected for price negotiations until 2027 (i.e. negotiated prices would go into effect in 2029 X year later than previously expected). This is due to the first approvals for both coming in melanoma for which they both obtained orphan drug status"
X Link @semodough 2025-10-03T09:47Z 41.4K followers, 2997 engagements

"$PFE - youre on the clock for next IP / settlement. TAF 🤔"
X Link @semodough 2025-10-06T15:16Z 41.4K followers, 4948 engagements

"Good list own many of your names - bigger names but would not surprised me if gone $BBIO $PTGX as pipelines just to good to ignore - $NKTR $CLDX $RARE $JANX other mid cape that could get attention $LXEO $CTMX $LRMR $CRVS - bolt on deals would be surprised if not few of these not snapped up next year we shall see"
X Link @semodough 2025-10-09T12:16Z 41.4K followers, 4115 engagements

"$PALI - good funds in name - but cant get over 197154844 shares of its common stock (or common stock equivalents) at a public offering price of $XXXX. Ya if I got .70 cents I probably be little more upbeat but XXX million share dilution - dang"
X Link @semodough 2025-10-02T23:38Z 41.4K followers, 14.1K engagements

"$ALNY RBC Increasing PT to $XXX another beat&raise is on its waycan see TTR guide being raised by another $300m to $2.5b. Valuation remains key debate $ALNY is now neck&neck with REGN for the 4th largest company in our industry) but remain buyers given a drug that continues to deliver and a market where the ceiling has yet to be appreciated (believe it or not tafa continues to grow despite two competitors now on the market for months)"
X Link @semodough 2025-09-19T15:54Z 41.4K followers, 2721 engagements

"This is insane if true & makes #Biotech investing look conservative- unreal"
X Link @semodough 2025-10-11T18:44Z 41.4K followers, 8377 engagements

"$PTGX LIFESCI Icotrokinra continues to impress. JNJ/PTGX released topline data from ANTHEM-UC in a press release last March (LINK) reporting surprising efficacy that was on par (or numerically better) than on-label clinical remission rates with approved injectable IL-23p19 inhibitors"
X Link @semodough 2025-10-09T09:33Z 41.4K followers, 21.3K engagements

"$SLNO GUGG another interesting bullish survey out Survey feedback suggests continued enthusiasm for VYKAT XR among endocrinologists suggesting the potential to beat consensus expectations for 3Q-responding physicians indicate that XX% of patients on VYKAT XR received their first prescription in 3Q suggesting a substantial increase in new starts from the XXX reported by the end of 2Q;"
X Link @semodough 2025-10-13T23:54Z 41.4K followers, 15.6K engagements

"$LRMR - what might have been as $BMRN shows below still very much viable path with such unmet need - especially with excellent data and disease modifying - if it was not for this being protein & causing anaphylaxis- imho LRMR probably be trading north of XX bucks here 🤔🤔"
X Link @semodough 2025-10-01T14:15Z 41.4K followers, 14.6K engagements

"$SLNO 😳😳 short interest"
X Link @semodough 2025-10-09T21:41Z 41.4K followers, 11.4K engagements

"$SNDX 3Q25 Consensus Niktimvo $14.1M (vara estimates )"
X Link @semodough 2025-10-11T19:23Z 41.4K followers, 4183 engagements

"$OCUL XXX slides from today event"
X Link @semodough 2025-10-01T01:35Z 41.4K followers, 6643 engagements

"RBC Our KOL is an inflammatory bowel disease (IBD) specialist who directed the Division of Gastroenterology XX years of clinical experience. KOL sees unmet need remains-KOL sees oral drugs as holy grail in IBD with several advantages believes oral anti- integrins $MORF $PGTX"
X Link @semodough 2023-04-19T01:06Z 41.4K followers, 5962 engagements

"$PTGX - musings Leerink XXX page deep dive had 7-8 years of X billion in royalties to PTGX alone - imho easily supports XX billion valuation on buyout 🤔"
X Link @semodough 2025-10-11T02:19Z 41.4K followers, 6884 engagements

"$OCUL - Peter Kaiser new phase X trial"
X Link @semodough 2025-09-30T19:41Z 41.4K followers, 5126 engagements

"@Biohazard3737 $BBIO had about XX million short shares going into #JPM2025 - curious how that goes with more launch numbers expected & phase X catalysts into view"
X Link @semodough 2025-01-23T20:38Z 41.4K followers, 9104 engagements

"$CYTK Cytokinetics will host an investor webcast on September X 2025 at 8:30 AM Eastern Time to discuss the primary results from MAPLE-HCM and other data presented at the European Society of Cardiology Congress 2025"
X Link @semodough 2025-08-31T16:22Z 41.4K followers, 19.9K engagements

"$CMPX (OUTPERFORM$10.00 PT): Antibody Drug Discovery Platform Navigating Next-Gen Anti-Angiogenics and Immunotherapies; Initiating OUTPERFORM and $XX PT LIFESCI"
X Link @semodough 2025-10-06T11:15Z 41.4K followers, 3478 engagements

"$BMY - nothing on catalyst page to get investors attention - neither does XXX billion early stage deal today - seriously BMY mgt"
X Link @semodough 2025-10-10T12:02Z 41.4K followers, 13.8K engagements

"$AZN BofA Reiterate Buy; Valuation Big pipeline year to de-risk mid-term. Valuation (c15x 26E P/E) looks attractive in our view. Mid-term guide implies high single digit sales CAGR & supports rerating to 18x 26E P/E. Next 18m will likely see game- changing reads with significant sales potential Key are AVANZAR in NSCLC (1H26) likely pre-data in PD-L1 low pts (TL07); SERENA-4 in all- comer mBC (2H26) with readthrough from ROGs competing persevERA trial 1Q26 and; Eplontersen in ATTR-CM (2H26)"
X Link @semodough 2025-10-02T11:35Z 41.4K followers, 3777 engagements

"$BMY Camzyos Overall total prescriptions (TRx) for Camzyos were up XXX% w/w and up XXX% Q3 over Q2 TRx for all dosage forms except 2.5mg were up over the week prior New prescriptions as a % of total prescriptions (NRx/TRx) for the week were XX% bodes well for $CYTK"
X Link @semodough 2025-10-03T12:08Z 41.4K followers, 3130 engagements

"$JNJ last question on call - really excited about opportunity and confident for oral & X billion plus opportunity- ICO going to be really big asset for us also X papers coming NEJM"
X Link @semodough 2025-10-14T13:47Z 41.4K followers, 18.9K engagements

"$ABVX X billion Mcap but has X billion dollar drug very likely. It may take XX years for $RGTI $Ionq to ever see X Billion yet Mcap 3-4x higher - biotechs valuations not even close to some of these tech names"
X Link @semodough 2025-10-10T13:08Z 41.4K followers, 11K engagements

"$OCUL Pravin not messing around. $OCUL $XXX million offering at 12.53"
X Link @semodough 2025-09-30T11:25Z 41.4K followers, 12.2K engagements

"$GILD Baird Incrementally positive on IP update. announced reached settlements with three generic manufacturers regarding timing of potential generic Biktarvy launches extending expected US LOE from December 2033 to April X 2036. believe the additional XXX years of US exclusivity and solidified timeline around the exclusivity to be a modest tailwind"
X Link @semodough 2025-10-06T15:15Z 41.4K followers, 7418 engagements

"$OCUL Baird Interestingly this raise also changes CEO Pravin Dugel's unique comp package that is tied to stock reaching certain thresholds.previously when stock hits $XX $XX $XX and $XX per share Dr. Dugel is eligible to receive additional options at each threshold. What this means now is that for him to reach the minimum payout based on the $15/share threshold the total market cap needs to hit $3.3B (vs. $2.7B prior to the raise) and for him to reach the top threshold of $30/share the market cap needs to hit $6.5B (vs. $5.4B prior to the raise).We're thinking of things through the lens of"
X Link @semodough 2025-10-06T00:40Z 41.4K followers, 12K engagements

"$DNLI BofA PT $XX Mgt highlighted the biologics license application (BLA) review for tivi under accelerated approval is progressing in-line with their expectations ahead of the Jan 5th 2026 Prescription Drug User Fee Act (PDUFA) date with all timelines being met so far. The company highlighted the high unmet need in HS despite an already approved enzyme replacement therapy"
X Link @semodough 2025-10-03T12:06Z 41.4K followers, 4125 engagements

"$VKTX Stifel VK2735 boasts one of most flexible profiles in incretin landscape: most unique element of VK2735's development program is flexibility to transition patients from high doses to low maintenance doses. In Ph.2 VENTURE-Injectable XX% of all VK2735 (2.5 mg X mg XX mg and XX mg) patients in the PK subset (N=63) maintained weight loss and XX% maintained weight loss out to X weeks post-treatment. In VENTURE-Oral an exploratory step-down maintenance cohort (rapidly up-titrated up to XX mg over X weeks and dropped to XX mg for the remaining X weeks) further extended weight loss"
X Link @semodough 2025-10-10T10:50Z 41.4K followers, 12.1K engagements

"Barclays - new #Biotech analyst Etzer Darout - was at BMO now at Barclays New Coverage Offers Opportunity to Participate in Biotech Upside Opportunities Abound as We Look to Next Waves of Innovation in Biotech. initiate coverage on $ABVX $ANAB $CLDX $CRVS MNPR ORKA RAPT and TVRD"
X Link @semodough 2025-10-13T14:45Z 41.4K followers, 7998 engagements

"$SLNO - newest board member Prior to joining the Soleno Board Mr. Hahn served as Chief Financial Officer of Verona Pharma PLC through the phase X program and launch of its first approved product from March 2020 until its acquisition by Merck & Co. Inc. for approximately $XX billion in October 2025"
X Link @semodough 2025-10-13T12:20Z 41.4K followers, 25.9K engagements

"$BBIO ONE Fact that should resonate with Doctors - ACC at 2025 @BridgeBioPharma reported a XXXX HR in variant ATTR-CM patients which drove increased use in Q2 as this compares favorably to the XXXX HR that $ALNY Amvuttra demonstrated (59% benefit vs. 8%)"
X Link @semodough 2025-09-29T15:30Z 41.4K followers, 8216 engagements

"$PFE #ESMO25 will present results from PF-08046054 (SGN-PDL1V) an anti-PD-L1 antibody drug conjugate utilizing SGENs vedotin warhead in NSCLC (#956P). The anti-PD-L1 mAb used is believed to have faster internalization and proteolytic cleavage compared to approved PD- L1 mAbs"
X Link @semodough 2025-10-10T11:25Z 41.4K followers, 3238 engagements

"$OCUL RJ Strong Buy For SOL-1 disclosed that XX% of rescues have been on a per-protocol basis. This gives us confidence that the Axpaxli arm can hit a higher bar on rescue free rate and compares well with the US Ph1b which saw X of XX patients rescued on a PRN alone out to X months (73% rescue free rate at X months by PRN XX% per protocol XXX% to X months per protocol). Our expectation is a 70%+ rescue free rate (not having XX letters of vision loss or rescued PRN). expectation is a 70%+ rescue free rate (not having XX letters of vision loss or rescued PRN). also indicated a high retention"
X Link @semodough 2025-10-01T11:11Z 41.4K followers, 5304 engagements

"$CRVS Barclays OW PT$16 view of a positive risk-reward for Corvus' ITK inhibitor soquelitinib (CPI-818) ahead of atopic dermatitis (AD) data this quarter as believe soqueltinib has a differentiated mechanism of action with early clinical data that suggests clinical benefit in AD. Upside case USD XXXXX Our upside scenario reflects data in atopic dermaitis above our expectations"
X Link @semodough 2025-10-13T14:28Z 41.4K followers, 19.9K engagements

"$OCUL one biotech under $X bil market cap that could potentially do over $X billion in revenues at peak. JMP today has $OCUL XX% of market peak X Billion"
X Link @semodough 2025-10-02T00:28Z 41.4K followers, 8546 engagements

"$RARE Ultragenyx and $MREO BioPharma Announce Positive Data from the Ongoing Phase 2/3 Orbit Study of Setrusumab (UX143) in Osteogenesis Imperfecta (OI) Ultragenyx Pharmaceutical Inc"
X Link @semodough 2023-06-05T20:04Z 41.4K followers, 48.5K engagements

"$UCB (Buy)-Bimzelx's Strong Launch Trajectory Should Continue LT In Massive HS Markethave high conviction in Bimzelx's long-term potential which is solidified by $MLTX's sonelokimab HS results. Bimzelx's impressive real-world efficacy has exceeded all expectations and UCB will be incumbent in a large&growing HS market. reiterate our 6B+ Bimzelx peak sales estimate driven by 3B+ opportunity in HS alone. UCB is a clear Buy for the durable earnings growth"
X Link @semodough 2025-09-29T15:14Z 41.4K followers, 3184 engagements

"@seedy19tron RIP 🦂 & $ACAD - On other hand $SLNO soon back to new highs on this & numbers to follow"
X Link @semodough 2025-09-24T11:17Z 41.4K followers, 9125 engagements