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@JamesEKrause Avatar @JamesEKrause Biotech Jim

Biotech Jim posts on X about $mdgl, $axsm, $vktx, $951m the most. They currently have XXXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

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Social topic influence $mdgl, $axsm, $vktx, $951m, $arvn, $regn, $crvs, $nktr, $abvx, owl

Top assets mentioned Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Axsome Therapeutics, Inc (AXSM) Viking Therapeutics, Inc (VKTX) Arvinas, Inc (ARVN) Regeneron Pharmaceuticals Inc (REGN) Eli Lilly and Company (LLY) Akropolis (AKRO) Novo-Nordisk (NVO)

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Top posts by engagements in the last XX hours

"A look into the future Sino Biopharm buys Merck's PD-1xVEGF bispecific partner LaNova for up to $951M Lots of 👀👀👀 on this bispecific and the collaboration"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-16 00:55:08 UTC 12.6K followers, 2471 engagements

"$ARVN Arvinas Inc reports initial in human data from its LRRK2 degrader program in Parkinson's Disease et al now this is a very good start"
@JamesEKrause Avatar @JamesEKrause on X 2025-04-04 11:43:05 UTC 12.6K followers, 9493 engagements

"Own all three $ABVX $NKTR and $CRVS. That is my inflamm/onc strategy after some $REGN leaarnings. One key is the resistance mechanisms within patient subclasses. Another is being early on the science. Another is trying to figure out the role of Treg cells throughout the many valid disorders"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-23 01:04:13 UTC 12.6K followers, 1407 engagements

"One further thought. I would invest in my personal healthy circumventricular organs where it remains a fact that these sensing CNS structures have naturally breached blood brain barriers. Generally for local sensory/neural functions but it would be of interest to write a book on this. But I am to busy working up at the farm tending to my XXX recently planted filbert bushes my XXX white swamp oak X yr old saplings and my XXX white oak X yr old saplings amongst other chores. Alos paying close attention to my biotech stocks"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-27 20:43:59 UTC 12.6K followers, XX engagements

"$MDGL Madrigal Pharmaceuticals Secures $XXX Million in Senior Secured Credit from Blue Owl Managed Funds to Further Extend Leadership Position in MASH"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-22 19:32:55 UTC 12.6K followers, 2034 engagements

"Below each yearly #biotech / #biopharma chart is worth a thousand words. $MDGL Holding for long term since its reverse merger going public. Was the Paul and Becky show now Bill et al $AXSM Holding for long term since low double digits Auvelity for Alz agitation now a CNS biopharma with an ongoing diversified pipe $VKTX Now saying they are a X asset (therapeutic area) company seems like waiting for Godot. One potential big deal one never knows. $IMRX Recent banger on pancreatic cancer data. $CORVS Watching closely decent position solid drug-like primary asset $ETNB No current position solid"
@JamesEKrause Avatar @JamesEKrause on X 2025-06-20 13:12:34 UTC 12.6K followers, 12.4K engagements

"On the timing of new(er) #MASH drugs to the fatty liver disease market esp F4's. $MDGL $AKRO $ETNB $LLY $NVO et al"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-04 16:55:56 UTC 12.6K followers, 3798 engagements

"Excellent thread on the Otsuka/Lundberg drug Rexulti by Dr Borecky. Just to review here is the prior efficacy summary as provided by Grok. $AXSM relevant. Clinical Trials for ApprovalOverview: Rexulti (brexpiprazole) is an atypical antipsychotic developed by Otsuka and Lundbeck approved by the FDA for major depressive disorder (MDD) as an adjunctive therapy schizophrenia and agitation associated with dementia due to Alzheimers disease. Its efficacy is thought to stem from partial agonist activity at serotonin 5-HT1A and dopamine D2 receptors and antagonist activity at serotonin 5-HT2A"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-09 22:39:18 UTC 12.6K followers, 3843 engagements

""Only dead fish go with the flow." David Ogilvy"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-21 02:58:27 UTC 12.6K followers, 1815 engagements

"An analysis of PK/PD relationshipss of $VKTX VK2735 Ph2 efficacy and safety data"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-21 02:38:38 UTC 12.6K followers, 4516 engagements

"Axsome Therapeutics had their "Frontiers in Brain Health R&D Day" ystdy and I am parking the slide show. I am largely lured to $AXSM due to their expanding CNS pipeline and the potential of AXS-05 in Alzheimer's Disease Agitation amongst other reasons. I point out slides 17-41 on ADA for a thorough review of the ADVANCE and ACCORD series of Ph3 trials. The black-boxed #Rexulti (brexpiprazole) from Otsuka and Lundbeck is the only FDA-approved to treat agitation associated with dementia due to Alzheimer's disease. We shall see how the new FDA treats Axsome with this filing but my view is that"
@JamesEKrause Avatar @JamesEKrause on X 2025-07-22 20:46:12 UTC 12.6K followers, 5028 engagements