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@JoseRestonVA "@monaco_biotech In line with what I am seeing this morning with the trajectory of my Swiss names like Novartis $NOVN Roche $ROG Lonza $LONN . So far irrelevance"
X Link @JoseRestonVA 2025-09-26T10:21Z 2888 followers, 1702 engagements

"Just as a trade oriented towards the readout I bought $OVID. Treating it as a call option"
X Link @JoseRestonVA 2025-10-02T14:52Z 2887 followers, 4407 engagements

"Opened a small position of Zealand Pharma in the Danish market - $ZEAL"
X Link @JoseRestonVA 2025-10-07T10:41Z 2888 followers, 2876 engagements

"Exited $MRUS in PM. I will reallocate portion of the proceeds but in no rush. With Merus gone top X is now: $MDGL $RNA $IDYA $APGE and $ABVX"
X Link @JoseRestonVA 2025-09-29T12:36Z 2887 followers, 5441 engagements

"Roche has partnership with $ZEAL so I doubt. Novartis $NVS on the other hand could have been interested. Years ago in 2019 they bought The Medicines (Leqvio came out of that acquisition). The $MTSR team comes from The Medicines. I thought that Novartis (long via $NOVN) would have ended up buying them. But no.Pfizer"
X Link @JoseRestonVA 2025-10-07T05:24Z 2887 followers, XXX engagements

"Started a small position in Galderma $GALD here in the Swiss market (it does not trade in the US). Nemluvio launch in AD is strong and its portfolio of skin-care products showing solid growth. I will be adding to it from time to time as part of my Swiss-based portfolio"
X Link @JoseRestonVA 2025-09-01T14:37Z 2887 followers, 1636 engagements

"@semodough No. $ZEAL is the best option of the ones in obesity still around"
X Link @JoseRestonVA 2025-10-09T12:28Z 2888 followers, XXX engagements

"Several of my small positions could be much larger down the road if the hypotheses for some of them play out but at this moment I need to see more data (certainly riskier). I already own X names in the AD space. In my Swiss portfolio I have Galderma $GALD. Enough for me. I do plan to reduce exposure to the US in the near term so I might trim some (will do my best to post - not that anybody cares)"
X Link @JoseRestonVA 2025-09-16T06:41Z 2887 followers, XXX engagements

"@Sanctuary_Bio $RARE and $IDYA"
X Link @JoseRestonVA 2025-10-02T18:31Z 2886 followers, XXX engagements

"Exited Oct $SOFI $XX puts. This worked well too. This one and the $28p were only tactical trade targeting over excitement and overvaluation. Weakness in financials is a different thing and I will continue to keep an eye but through way weaker names ( SOFI amid a well-managed good bank)"
X Link @JoseRestonVA 2025-10-03T17:07Z 2887 followers, 2120 engagements

"@TheLordSwissLi1 @BowTiedBiotech Thanks for sharing. I am actually looking at Galderma ( missing John Bresnahan - he mentioned this name a while ago) $GALD - not sure if I will buy it but I am exploring it"
X Link @JoseRestonVA 2025-08-31T19:25Z 2887 followers, XX engagements

"Current biotech position so far Top 5: $MDGL $RNA $IDYA $APGE $MRUS Sizable positions (in that order) $ABVX $MTSR $IMVT Others (in that order) $NKTR $CTMX $AKRO $BHVN $JANX $ORIC $CRVS $ORKA"
X Link @JoseRestonVA 2025-09-16T05:25Z 2886 followers, 8081 engagements

"@Sanctuary_Bio I dont want to imagine if one of those X goes. :)"
X Link @JoseRestonVA 2025-10-09T16:49Z 2887 followers, XXX engagements

"@alexsgrowth @seedy19tron Interesting article in the FT today about new $GSK CEO Miels and some expectations around bolt-on acquisitions in the future given his style. You might want to check the current pipeline"
X Link @JoseRestonVA 2025-10-12T11:00Z 2886 followers, XX engagements

"What a September. Last week $MTSR today $MRUS"
X Link @JoseRestonVA 2025-09-29T05:22Z 2887 followers, 6392 engagements

"What selloff $OVID is an early stage biotech. Having a PIPE with reputable biotech hedge funds participating is a positive aspect and now having 2+ years of cash while the pipeline develops is also a positive. $RNA had a PIPE at $XX more than a year ago. What will matter is the assets if the live to their expectation or not"
X Link @JoseRestonVA 2025-10-05T07:16Z 2887 followers, 1859 engagements

"I agree. In biotech at least there is a disconnect between what chart-oriented traders think they see vs. reality. You explained well what is going on with $NVO - there are countless other cases as well. This is a sector where homework to understand what one really owns is required to attempt outsized returns in a consistent manner"
X Link @JoseRestonVA 2025-10-12T18:09Z 2886 followers, 1052 engagements

"@WallStSai That would be a positive for Swiss pharma names. In addition to Roche and Novartis: Sandoz $SDZ ( $SDZNY in the US) Lonza $LONN ( $LZAGY in the US) Galderma $GALD (only Swiss ticker) there are others. Not sure about the impact on US names but it could help"
X Link @JoseRestonVA 2025-07-04T18:14Z 2887 followers, 3505 engagements

"I have bought Galderma. ( $GALD in the Swiss market) recently. Regarding your comment about Nemluvio and its poor efficacy (I dont dispute) what is interesting is that the way this product is ramping up on sales in Q2 vs. Q1. This reinforces your assessment that there is a need for more solutions in the AD space and that even though Dupixent is the clear leader it does not solve by any means the demand. Otherwise Nemluvio wouldnt have the early performance it is showing. In my opinion this should bode well for eventually better products or different MOA"
X Link @JoseRestonVA 2025-09-06T15:05Z 2887 followers, XXX engagements

"@A_May_MD @Biohazard3737 Interesting curve indeed. I might need to look at Galderma as they trade here in under $GALD"
X Link @JoseRestonVA 2025-06-16T20:46Z 2887 followers, XXX engagements

"Exited $AKRO"
X Link @JoseRestonVA 2025-10-09T10:35Z 2888 followers, 5587 engagements

"Partially rotated funds from $MRUS into $RNA $APGE $ABVX and $IMVT (adding to some of my top positions). Rest goes to the sidelines as I am still gradually reducing BF exposure to the US market"
X Link @JoseRestonVA 2025-09-30T15:08Z 2886 followers, 4567 engagements

"@hkuppy I would add $ALLY to that duo"
X Link @JoseRestonVA 2025-10-10T21:35Z 2886 followers, XXX engagements

"@Maximus_Holla I am holding (I have been adding recently I am still planning to add to $APGE) - but unusual on this name"
X Link @JoseRestonVA 2025-10-08T14:59Z 2887 followers, 1065 engagements

"It is pretty much same names I have had for a while (I am quite boring): Top 5: $MDGL $RNA $IDYA $APGE $MRUS Sizable positions: $ABVX $MTSR $IMVT Small positions: $CTMX $NKTR $AKRO $BHVN $JANX $ORIC $ORKA $CRVS (here I have shares and options) All in that order. Yes ABVX and NKTR thanks to @seedy19tron and @A_May_MD I have minimal call options on $RNA (Dec $30c) and $IDYA (Jan $25c) - in both cases my position is in shares and for years. I do have a bigger non-bio portfolio consisting primarily of boring Swiss stocks starting with Swisscom $SCMN Novartis $NOVN Roche $ROG etc. To this group I"
X Link @JoseRestonVA 2025-09-07T23:31Z 2886 followers, 1405 engagements

"@RNAiAnalyst I just wanted to put that money back into CHF asap as I face currency risk if I kept that investment in USD (I feel way more comfortable with the Swiss Franc than with the USD through the year). Also I can rotate that money -if I wanted it- into other options"
X Link @JoseRestonVA 2025-10-11T12:49Z 2886 followers, XXX engagements

"@avidresearch Not the only one. Look at $ROG (Roche) in the Swiss market today"
X Link @JoseRestonVA 2025-10-01T13:27Z 2887 followers, XXX engagements

"Good points on cagri. I am neutral on $NVO in the near term (it should move along with BP names which so far trending up). I liked the $AKRO acquisition as a strategic asset for them as it could give them the chance of a combo to be launched sooner than $MDGL (assuming that both do their GLP1 + MASH asset combo trials and they do well) in addition to the F4c potential but these are more longer-term. Down the road I can reassess (interested to see the comps vs Madrigal - likely a full quarter or 2). MASH TAM is getting bigger than initially thought"
X Link @JoseRestonVA 2025-10-12T18:49Z 2888 followers, XXX engagements

"Whether or not this is a me too or have differentiated assets that become BIC will be determined via readouts next year. My hypothesis is that $APGE is the best of the challengers and therefore allocated funds that way compared to $NKTR $GALD (Galderma - clearly inferior but even they are growing) and $CRVS (there are others of course but those are the ones I am in)But yescertainly with risks. A buy-and-hold-and-manage name for me"
X Link @JoseRestonVA 2025-10-09T09:04Z 2886 followers, XXX engagements

"Updated biotech portfolio after acquisitions additions adjustments and price fluctuations: Top 5: $MDGL $RNA $APGE $ABVX $IDYA Sizable positions: $IMVT $ORKA $ZEAL(Danish market) Others: $QURE $CTMX $OVID $NKTR $BHVN $JANX $ORIC $CRVS I have other positions in the Swiss market some partial hedges and options . Increased cash levels"
X Link @JoseRestonVA 2025-10-13T06:22Z 2888 followers, 11.5K engagements

"@PikaCapital Prescient :)"
X Link @JoseRestonVA 2025-10-10T15:36Z 2886 followers, XXX engagements

"@semodough and $APGE too (if you are mentioning those X names)"
X Link @JoseRestonVA 2025-10-11T19:58Z 2888 followers, XXX engagements