@MBbiotech Avatar @MBbiotech Osprey Capital

Osprey Capital posts on X about $xbi, xbi, gold, $cmrx the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 27.68% stocks 16.07% countries 6.25% celebrities 2.68% social networks 1.79% technology brands 1.79% cryptocurrencies 1.79%

Social topic influence $xbi 6.25%, xbi 6.25%, gold 5.36%, $cmrx 4.46%, $nktr 4.46%, in the 3.57%, if you 3.57%, $ocul #62, $tgtx 3.57%, $lqda 2.68%

Top accounts mentioned or mentioned by @biohazard3737 @seedy19tron @grok @elonmusk @sharkbaitbio @maximeristavi @doombergt @bayareabiotechi @amaymd @himsherscomms @sanctuarybio @mensahtamstock @michaeljburry @ft @jemimajoanna @gadsaad @naturemedicine @rtnarch @markoinny @investingvisual

Top assets mentioned Ocular Therapeutix, Inc. (OCUL) TG Therapeutics, Inc. (TGTX) Liquidia Corporation Common Stock (LQDA) SPDR GOLD ETF (GLD) Soleno Therapeutics, Inc. Common Stock (SLNO) Alumis Inc. (ALMS) Vaxcyte, Inc. (PCVX) Praxis Precision Medicines, Inc. (PRAX) BridgeBio Pharma, Inc. Common Stock (BBIO) Axsome Therapeutics, Inc (AXSM) CinCor Pharma, Inc. (CINC) Cidara Therapeutics, Inc. (CDTX) Enliven Therapeutics, Inc. (ELVN) Terns Pharmaceuticals, Inc. (TERN) Johnson & Johnson (JNJ) Bristol-Myers Squibb Co (BMY) Ventyx Biosciences, Inc. (VTYX) Hims & Hers Health, Inc. (HIMS) Bitcoin (BTC) Eli Lilly and Company (LLY)

Top Social Posts

Top posts by engagements in the last [--] hours

"Timeless truth: whenever investors throw in the towel en masse on a sector like some are now in biotech you are close to a bottom. The reverse is true too. The scientific equation goes something like this: Despair=good greed=bad"
X Link 2021-10-31T00:03Z [----] followers, [--] engagements

"@MaximEristavi War crimes"
X Link 2022-03-25T20:49Z [----] followers, [--] engagements

"$CMRX We should know more soon but Tempexa dollars could come from [--] of [--] budgets according to Mike Andriole of CMRX. The BARDA budget is $800M Project Bioshield is $800M and the Strat Natl Stockpile is another $900M for a total of $2.5B which is +20% versus '21"
X Link 2022-04-19T12:40Z [----] followers, [--] engagements

"@DoombergT @Biohazard3737 It's terrific advice. Any normal functioning responsible government would adopt this without question while at the same time developing all resources to provide viable clean energy"
X Link 2022-06-15T20:29Z [----] followers, [--] engagements

"@Biohazard3737 It looks like a really nice set up here at $14. $CINC was a very fast buyout even though it had issues. I also know that they received a much higher offer before they flunked their P2 that they turned down. Clearly there's real interest in this induction"
X Link 2025-03-10T13:40Z [----] followers, [---] engagements

""We are now one full quarter into the commercial story of $LQDA and they are having a better launch to date than $VRNA". $LQDA reported their results yesterday that far exceeded our own expectations. To appreciate the scope of this launch so far we believe the case study of $VRNA is illuminating. Both $VRNA and $LQDA treat pulmonary conditions (COPD/PH) have similar undiluted share counts $LQDA reported their results yesterday that far exceeded our own expectations. To appreciate the scope of this launch so far we believe the case study of $VRNA is illuminating. Both $VRNA and $LQDA treat"
X Link 2025-11-04T15:04Z [----] followers, [----] engagements

"$SLNO a little offense here: yesterday's call had plenty of anecdotal detail around how Vykat XR is improving patient's lives through its ability to control hyperphagia the hallmark of the disease. Additionally while discontinuations remain modest and within expectations Soleno is also seeing patients restart drug as the hyperphagia rapidly returns when going off Vykat. https://twitter.com/i/web/status/1986079710917566551 https://twitter.com/i/web/status/1986079710917566551"
X Link 2025-11-05T14:34Z [----] followers, [----] engagements

"$CDTX it isn't difficult to see why Merck is so excited about this one. This acquisition could really move the needle for them. I am in mainly thanks to my good friend @BayAreaBiotechI one of the best follows here on biotwitter"
X Link 2025-11-14T13:08Z [----] followers, [----] engagements

"$ELVN today's data should settle the recent discussion about whether ELVN-001 is competitive. Also 1/3 the valuation of $TERN seems unreasonable"
X Link 2026-01-08T21:07Z [----] followers, [----] engagements

"$ALMS best in class wholly owned oral TYK2 (Envudeucitinib) with data (see below) comparable to Ico. Even the company was surprised that the P3 data exceeded P2. Investors may be sleeping on the upcoming SLE (Lupus) data a large but much less competitive space than plaque psoriasis. How $ALMS TYK2 compares to $JNJ peptide IL-23 ( pending approval) and $BMY Sotykto TYK2 (approved) $TAK is similar to BMY in PASI [---] How $ALMS TYK2 compares to $JNJ peptide IL-23 ( pending approval) and $BMY Sotykto TYK2 (approved) $TAK is similar to BMY in PASI 100"
X Link 2026-01-20T13:26Z [----] followers, [----] engagements

"$PCVX Vaxcyte Advances Adult and Infant Programs for VAX-31 a Potential Best-in-Class Next-Generation Pneumococcal Conjugate Vaccine https://finance.yahoo.com/news/vaxcyte-advances-adult-infant-programs-220000900.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/vaxcyte-advances-adult-infant-programs-220000900.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2026-01-23T00:42Z [----] followers, [---] engagements

"$PCVX TRUMP EFFECT: Vaxcyte announces it is hiring new manufacturing employees following its $1 billion investment in North Carolina https://t.co/GB2Ei6GkRv TRUMP EFFECT: Vaxcyte announces it is hiring new manufacturing employees following its $1 billion investment in North Carolina https://t.co/GB2Ei6GkRv"
X Link 2026-01-23T21:51Z [----] followers, [----] engagements

"$PRAX ulixacaltamide received Breakthrough Therapy Designation in December [----] following completion of its Ph3 ET program and positive pre-NDA meeting. Importantly PRAX emphasized the distinction of receiving BTD as a late-stage asset vs early-stage where the FDA determined this after seeing clear Ph3 evidence of ulixacaltamide's meaningful benefit. It's a "tell" that to me represents a bigger win for ulixacaltamide then most realize and validates its transformative product profile in ET. https://twitter.com/i/web/status/2015169701371101589 https://twitter.com/i/web/status/2015169701371101589"
X Link 2026-01-24T21:07Z [----] followers, [----] engagements

"$VTYX I have it from a great authority (the VC who funded the series A) that it all came together as a margarita fueled brain storming session after a surf session in Cabo. I love stories like this"
X Link 2026-01-26T18:28Z [----] followers, [----] engagements

"@A_May_MD @HimsHersComms Man o man you've been right about this one a long time. The amount of FUD you received from bulled up HIMS knuckleheads was entertainment like no other"
X Link 2026-02-07T20:33Z [----] followers, [----] engagements

"$HIMS LOL Health Regulators Ask DOJ to Investigate Hims & Hers. The Stock Plunges. https://www.barrons.com/articles/hims-hers-novo-nordisk-wegovy-doj-89163100st=2APyww https://www.barrons.com/articles/hims-hers-novo-nordisk-wegovy-doj-89163100st=2APyww"
X Link 2026-02-07T20:45Z [----] followers, [---] engagements

"@Sanctuary_Bio Plus no matter how good your investment is there will probably become a moment that will test you. If you don't know what you own you're going to be susceptible to some tweet by some knucklehead who says "you're crazy to own XYZ""
X Link 2026-02-08T01:25Z [----] followers, [---] engagements

"I will be rooting for whoever is skiing against this A-hole. Come on Uzbekistan What a disappointing message by USA Olympic Skier Hunter Hess. You can proud of your country and not support the sitting presidents policies. Olympians like @MensahTamStock celebrated with class. https://t.co/FLLkeFfJ4M What a disappointing message by USA Olympic Skier Hunter Hess. You can proud of your country and not support the sitting presidents policies. Olympians like @MensahTamStock celebrated with class. https://t.co/FLLkeFfJ4M"
X Link 2026-02-08T01:29Z [----] followers, [----] engagements

"THE MOMENT YOUR INTEREST PAYMENTS EXCEED TAX REVENUE YOUR COUNTRY OFFICIALLY BECOMES A PONZI SCHEME. MICHAEL BURRY HAD DROPPED A CHILLING WARNING: THE MOMENT YOUR INTEREST PAYMENTS EXCEED TAX REVENUE YOUR COUNTRY OFFICIALLY BECOMES A PONZI SCHEME. 👀 WHEN DEBT SERVICES ITSELF WHEN INTEREST OUTPACES INCOME THE SYSTEM STARTS EATING ITSELF. THIS ISNT THEORY. THIS IS https://t.co/bohpqv6M1Q MICHAEL BURRY HAD DROPPED A CHILLING WARNING: THE MOMENT YOUR INTEREST PAYMENTS EXCEED TAX REVENUE YOUR COUNTRY OFFICIALLY BECOMES A PONZI SCHEME. 👀 WHEN DEBT SERVICES ITSELF WHEN INTEREST OUTPACES INCOME THE"
X Link 2026-02-09T00:34Z [----] followers, [---] engagements

"$NKTR maintenance data tomorrow. I'll just note that the pullback since we saw phenomenal data a few months back has been pretty extreme setting up a nice case of reasonable expectations going into this read out"
X Link 2026-02-09T22:29Z [----] followers, [----] engagements

"@michaeljburry Respectfully GOOGL's issuance of debt isn't even remotely comparable"
X Link 2026-02-10T08:40Z [----] followers, [---] engagements

"$NKTR BOOM A very nice setup going into this event $NKTR maintenance data tomorrow. I'll just note that the pullback since we saw phenomenal data a few months back has been pretty extreme setting up a nice case of reasonable expectations going into this read out. $NKTR maintenance data tomorrow. I'll just note that the pullback since we saw phenomenal data a few months back has been pretty extreme setting up a nice case of reasonable expectations going into this read out"
X Link 2026-02-10T14:44Z [----] followers, [----] engagements

"$NKTR with this new maintenance data hitting bullish scenario Nektar is clearly going to get some new looks as an M&A candidate especially at this bite sized valuation"
X Link 2026-02-10T20:38Z [----] followers, [----] engagements

"Deflationary influence China's consumer confidence has completely collapsed: China's consumer confidence index is down to [--] points near the lowest level on record. The index plunged [--] points between [----] and [----] and has remained at extremely pessimistic levels over the last [--] years. Before https://t.co/017IO7xLbp China's consumer confidence has completely collapsed: China's consumer confidence index is down to [--] points near the lowest level on record. The index plunged [--] points between [----] and [----] and has remained at extremely pessimistic levels over the last [--] years. Before"
X Link 2026-02-11T02:41Z [----] followers, [---] engagements

"Me too I do genuinely think its value is $0. I think theres no inherent value to it says @FT columnist @jemimajoanna on Bitcoin. It is a headless Ponzi scheme. $BTC https://t.co/k5SLajCGc7 I do genuinely think its value is $0. I think theres no inherent value to it says @FT columnist @jemimajoanna on Bitcoin. It is a headless Ponzi scheme. $BTC https://t.co/k5SLajCGc7"
X Link 2026-02-11T07:44Z [----] followers, [---] engagements

"This would be a funny discussion if it weren't so sad. I've never heard a decent argument for why showing ID should not be required for voting. Scott Jennings ignites CHAOS on CNN when he asks how the SAVE Act strips voting rights from people of color. ALENCIA JOHNSON: Trump is championing a bill that would take voting rights away from a lot of black people in this country. JENNINGS: Wait what voting rights is https://t.co/MDW4YMV4Bd Scott Jennings ignites CHAOS on CNN when he asks how the SAVE Act strips voting rights from people of color. ALENCIA JOHNSON: Trump is championing a bill that"
X Link 2026-02-12T16:53Z [----] followers, [----] engagements

"$XBI slower economy lower rates bullish biotech. 12.7% of credit card balances in the US are now 90+ days delinquent the highest since [----]. 5.2% of auto loan balances are now 90+ days delinquent the highest since [----]. https://t.co/l5IYmkf6Ih https://t.co/n5PRktSDXy 12.7% of credit card balances in the US are now 90+ days delinquent the highest since [----]. 5.2% of auto loan balances are now 90+ days delinquent the highest since [----]. https://t.co/l5IYmkf6Ih https://t.co/n5PRktSDXy"
X Link 2026-02-13T05:45Z [----] followers, [---] engagements

"More support for the deflation scenario. Interest rate rates are heading lower in [----]. Existing home sales collapsed 8.4% in January and 4.4% YoY. Sales are down in large part because prices are still much too high for buyers to afford. If the government does nothing the crisis will be resolved with a major decline in home prices causing a very different crisis. Existing home sales collapsed 8.4% in January and 4.4% YoY. Sales are down in large part because prices are still much too high for buyers to afford. If the government does nothing the crisis will be resolved with a major decline in"
X Link 2026-02-13T17:22Z [----] followers, [---] engagements

"$OCUL come on baby. $OCUL . interesting piece of information - "The trial continues to maintain an exceptional rate of patient retention and per protocol-defined treatment rescues" . de facto says the following "The trial continues to maintain an exceptional rate of patient retention" + "The https://t.co/ybjzLqEIOV $OCUL . interesting piece of information - "The trial continues to maintain an exceptional rate of patient retention and per protocol-defined treatment rescues" . de facto says the following "The trial continues to maintain an exceptional rate of patient retention" + "The"
X Link 2026-02-05T16:05Z [----] followers, [----] engagements

"That's easy; GOLD $GDX $GLD Crazy stats. China is non-stop selling U.S. treasuries. What are they buying instead https://t.co/GUsp4W12FV Crazy stats. China is non-stop selling U.S. treasuries. What are they buying instead https://t.co/GUsp4W12FV"
X Link 2026-02-13T16:42Z [----] followers, [---] engagements

"$BBIO success after success after success. What a company. A true gift in the 70s"
X Link 2026-02-12T21:01Z [----] followers, [----] engagements

"@Biohazard3737 Glad to have you on our side even if it's only a buck"
X Link 2026-02-13T22:41Z [----] followers, [----] engagements

"$ALMS investors are sleeping on the upcoming SLE (lupus) data I believe in Q3. Large market little competition. This is one of the more interesting readouts I am looking forward to in [----]. $ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in multiple sclerosis 3Q26. Envu: Topline phase II data in systemic lupus erythematosus 2H26: Envu: Topline data from ONWARD3 in $ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in"
X Link 2026-01-22T14:40Z [----] followers, [----] engagements

"RT @elonmusk: 🤨"
X Link 2026-02-12T06:33Z [----] followers, 26.7K engagements

"RT @GadSaad: In the future historians will wonder how people tolerated the parasitic taxation systems crushing us around the world"
X Link 2026-02-13T18:13Z [----] followers, [---] engagements

""The fact that something like this can pass a legislature is a damning demonstration of just how retarded many people who govern us really are". NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan https://t.co/GYeAN9jlJ6 NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a"
X Link 2026-02-13T18:15Z [----] followers, [----] engagements

"Wild stuff. The time of day you receive your immunotherapy may make a big difference. : Could the time of day that cancer immunotherapy treatments are administered affect their effectiveness An intriguing @NatureMedicine paper suggests that the answer could be yes. Link to research: https://t.co/s2ZSrDTaeG https://t.co/6qFSZGwpvp : Could the time of day that cancer immunotherapy treatments are administered affect their effectiveness An intriguing @NatureMedicine paper suggests that the answer could be yes. Link to research: https://t.co/s2ZSrDTaeG https://t.co/6qFSZGwpvp"
X Link 2026-02-13T18:59Z [----] followers, [----] engagements

"Insane. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-13T20:51Z [----] followers, [----] engagements

"@seedy19tron $SLNO trades like death but the word inside the PWS community slants positive. Time will tell but if what I'm hearing is true it should explode to the upside at some point"
X Link 2026-02-13T21:04Z [----] followers, [----] engagements

"RT @rtnarch: Europe is so fucked. CA and Bernie want to copy the idiocy so USA can be fucked too. Is wild to see the lessons of failed ta"
X Link 2026-02-13T22:35Z [----] followers, [--] engagements

"Fascinating. Maybe more to this story than just good data. $NKTR Here's a nugget from a friend. Two Seas Capital just bought a chunk of NKTR. Two Seas is a litigation-specialist investor (not a biotech investor). The fund's PM is an attorney. The $LLY trial starts in September and Two Seas sure seems to think that $NKTR is going to get https://t.co/PSuWbn3g2B $NKTR Here's a nugget from a friend. Two Seas Capital just bought a chunk of NKTR. Two Seas is a litigation-specialist investor (not a biotech investor). The fund's PM is an attorney. The $LLY trial starts in September and Two Seas sure"
X Link 2026-02-13T22:39Z [----] followers, [----] engagements

"RT @markoinny: I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea"
X Link 2026-02-13T23:18Z [----] followers, [---] engagements

"$OCUL data next Tuesday morning. Try to have a nice relaxing weekend"
X Link 2026-02-13T23:33Z [----] followers, [----] engagements

"RT @InvestingVisual: The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch cit"
X Link 2026-02-14T02:23Z [----] followers, [----] engagements

"RT @Arrogance_0024: Dutch friends COME TO POLAND We know what communism is. We fought it and we defeated it. Here you will be able t"
X Link 2026-02-14T05:46Z [----] followers, [---] engagements

"A truly great speech. Highly recommend listening In full: Marco Rubio addresses Munich Security Conference via @YouTube @Microinteracti1 https://youtu.be/5HtGx-GWgZUsi=bsvUJQk_c4AOBbB3 https://youtu.be/5HtGx-GWgZUsi=bsvUJQk_c4AOBbB3"
X Link 2026-02-14T18:11Z [----] followers, [----] engagements

"Happy Valentine's Guess which one is a wife 🤣🤣 https://t.co/rLxu0WM4ac Guess which one is a wife 🤣🤣 https://t.co/rLxu0WM4ac"
X Link 2026-02-14T18:48Z [----] followers, [---] engagements

""sell the panic. I'll buy the moats" I enjoyed this take I enjoyed this take"
X Link 2026-02-15T03:07Z [----] followers, [----] engagements

"I love the Olympics. The single most amazing thing about them is that Norway absolutely dominates the Winter games. Norway consistently wins the most medals at the Winter Olympic Games with a population of just [---] million people. A big part of their success is how they treat youth sportsand its the opposite of what we do in the US. Heres what we can learn from Norway: [--]. Scorekeeping: https://t.co/ypcePlZLmP Norway consistently wins the most medals at the Winter Olympic Games with a population of just [---] million people. A big part of their success is how they treat youth sportsand its the"
X Link 2026-02-15T16:59Z [----] followers, [----] engagements

"@pawcio2009 Ha very true"
X Link 2026-02-15T17:18Z [----] followers, [---] engagements

"RT @MarioNawfal: After Sec. Rubio's speech European Commission VP Kaja Kallas is VERY offended people think the EU is censorship central"
X Link 2026-02-15T18:18Z [----] followers, [----] engagements

"@TheGladiatorHC @grok what are some of the more promising publicly traded small cap gold miners with real production growth that sell at reasonable multiples of earnings or cash flow"
X Link 2026-01-26T22:19Z [----] followers, [--] engagements

"@chicfryrice TSM is one to put away for years"
X Link 2026-01-27T21:24Z [----] followers, [---] engagements

"$GLD $GDX BREAKING: Spot gold prices extend gains to +$500/oz over the last [--] hours now above a record $5500/oz. Gold just added +$3.5 TRILLION of market cap in [--] hours. https://t.co/Bbdw0GmXSF BREAKING: Spot gold prices extend gains to +$500/oz over the last [--] hours now above a record $5500/oz. Gold just added +$3.5 TRILLION of market cap in [--] hours. https://t.co/Bbdw0GmXSF"
X Link 2026-01-29T01:13Z [----] followers, [---] engagements

"I sure don't. The power of the rally though is absolutely breathtaking. It looks to me like something is really shifting. This is the most uneducated thing you will hear all day today but the power of the rally looks to me like it's headed much higher and I have [--] years of trading experience; even that doesn't guarantee that I'll be right. https://twitter.com/i/web/status/2016705365371736456 https://twitter.com/i/web/status/2016705365371736456"
X Link 2026-01-29T02:50Z [----] followers, [---] engagements

"There's some of that at the margin and its been growing obviously but the largest buyers by far have been central banks who have been buying by the ton. As far as speculation the GLD ETF contains fewer tons of gold today than it did at the top of the rally in [----] and its 30% below where it was at the top of the rally in [----]. The speculation just isn't there yet. I believe that it WILL be though before its all finished. https://twitter.com/i/web/status/2016917481286475987 https://twitter.com/i/web/status/2016917481286475987"
X Link 2026-01-29T16:52Z [----] followers, [--] engagements

"@elonmusk Jeff Mead is a superstar. I just love his situation overviews"
X Link 2026-01-29T18:05Z [----] followers, [--] engagements

"@TimothyDSnyder They're losing protected status so it's time for the boot. I don't get it. Why would you fight for special treatment for these non-citizens"
X Link 2026-01-29T21:50Z [----] followers, [----] engagements

"I dont claim to be a subject matter expert on this but then I have to ask what does "temporary" status even mean I assume it means there is an expiration date. You should apply for permanent status the first week youre here. If you dont receive it at the end you have to go back. This is just regular stuff nothing unusually hard here.just standard immigration policy in most countries. BTW generally speaking this was how things played out without fuss under Obama's terms every single day"
X Link 2026-01-30T18:28Z [----] followers, [--] engagements

"$LQDA $LQDA - Deep Dive (Too Cheap) This is one of the best drug launches I have seen from a small biotech. Revenues of 90m in its second full quarter of launch and already meaningfully profitable. It is up 125% in the past [--] months. And there is still so much upside. $LQDA - Deep Dive (Too Cheap) This is one of the best drug launches I have seen from a small biotech. Revenues of 90m in its second full quarter of launch and already meaningfully profitable. It is up 125% in the past [--] months. And there is still so much upside"
X Link 2026-01-30T18:38Z [----] followers, [----] engagements

"@aayushtrades Long $LQDA and love the story"
X Link 2026-01-30T19:05Z [----] followers, [---] engagements

"I have no view on Silver. I like gold on the debasement trade. I don't own much bullion. I own gold miner shares. Gold has appreciated a hell of a lot if it traded more or less sideways for the next two years the gold miners would generate obscene amounts of cash flow. Still it's a trade for me biotech being where I want to truly invest. https://twitter.com/i/web/status/2017317584664990034 https://twitter.com/i/web/status/2017317584664990034"
X Link 2026-01-30T19:22Z [----] followers, [---] engagements

"$SLV and $GLD they are not the same. Retail is in big time. Retail is in big time"
X Link 2026-01-30T21:07Z [----] followers, [---] engagements

"@MAGA__Patriot @grok is this true"
X Link 2026-01-31T03:12Z [----] followers, [---] engagements

"One of the best memes ever"
X Link 2026-01-31T03:26Z [----] followers, [---] engagements

"Ray lays it out very well Ray Dalio: "The monetary system is ending." https://t.co/WCOAngTlpx Ray Dalio: "The monetary system is ending." https://t.co/WCOAngTlpx"
X Link 2026-01-31T18:02Z [----] followers, [---] engagements

"@WallStreetApes @grok is this true"
X Link 2026-02-01T20:30Z [----] followers, [----] engagements

"@TicTocTick @macroguru9 Not gold. It's barely green but it's green"
X Link 2026-02-02T02:57Z [----] followers, [----] engagements

"@Biohazard3737 I won't be surprised if we find out soon that we've entered a mild deflation. I would think that biotech might hold up relatively well in that but it may trigger a more general and deeper market correction first taking down bios before they do "relatively well""
X Link 2026-02-05T23:23Z [----] followers, [---] engagements

"@sharkbait_bio @Biohazard3737 That's what I am going on. Truflation shifted abruptly downward [---] to [---] to .80 all within the past two weeks. I am not sure what to make of it but this coupled with the across the board risk off selling looks different"
X Link 2026-02-05T23:56Z [----] followers, [--] engagements

"@sharkbait_bio @Biohazard3737 Ticked up to 1.01%"
X Link 2026-02-05T23:56Z [----] followers, [--] engagements

"David Bois is world renowned as being one of the top lawyers globally. He has an incredible reputation. If he thought there was a conflict of interest I'm sure he'd be smart enough to tap out. Obviously he disagrees with you and he obviously believes the court would disagree with you otherwise he wouldn't do it. Finally don't you think these Epstein characters have the right to some kind of a defense If you don't I'm going to chalk you up to being a buffoon. https://twitter.com/i/web/status/2019814855948276006 https://twitter.com/i/web/status/2019814855948276006"
X Link 2026-02-06T16:46Z [----] followers, [--] engagements

"@TrentTelenko Wildly popular in all my circles which is to say finance. I've heard him referred to time and time again as "the best treasury secretary since Alexander Hamilton""
X Link 2026-02-06T17:04Z [----] followers, [---] engagements

"@AndreasSteno @decoding_things You're right Andreas"
X Link 2026-02-06T23:11Z [----] followers, [---] engagements

"@Sports_bios Absolutely true. I just spoke with the PM at a top [--] biotech specialist L/S fund. He says that in [--] years he's never seen late stage companies with exciting assets that trade at or near cash before"
X Link 2025-04-11T18:50Z [----] followers, [----] engagements

"$PTCT Sephience launch is off to a strong start"
X Link 2025-11-04T22:03Z [----] followers, [----] engagements

"@JamesEKrause @InvestrClouseau @lblegend33 @buysidebio $CMRX Great management is a major plus here. I was fortunate to be overweight Endocyte into the NVS buyout in [----]. Recall Mike Sherman acquired worldwide rights to PSMA [---] for a song recognizing the value very early. CMRX is second act"
X Link 2021-01-09T13:07Z [----] followers, [--] engagements

"$CMRX 1/2 Four good reasons to consider Chimerix: 1) Great CEO: Mike Sherman engineered the acquisition of PSMA-617 for $12M in [----] and selling the company he built around it a year later for $2.1B (Endocycte) 2) Mike looks like he's at it again with a recent acquisition"
X Link 2021-02-23T19:34Z [----] followers, [--] engagements

"Fun in the sun with our son"
X Link 2021-06-23T23:10Z [----] followers, [--] engagements

"$OCUL: the bio bear has mauled just about everything. When I surveil the landscape outstanding values are certainly emerging IMO but none look better to my eyes than Ocular Therapeutics. Nothing is sure in this world but chances are wildly skewed towards success with this one"
X Link 2021-07-14T15:40Z [----] followers, [--] engagements

"$CMRX BARDA contract should be soon. Chimerix is actively engaged in additional Tempexa contract discussions with other countries; none of this is in any model. Potential material upside here. Chimerix is one of the best risk/reward situations I see in the space"
X Link 2021-09-10T15:15Z [----] followers, [--] engagements

"The current $XBI drawdown relative to the S&P [---] and XLV has been the longest and largest since inception [---] days -37% -52% VS S&P500 Of course it can go lower but a major pullback is behind us today. If you wait for blue skies the opportunity will be in the rear view mirror"
X Link 2021-12-05T15:10Z [----] followers, [--] engagements

"Nice reminder from Lori Shemek here. Up to 90% of all cancers are caused by environmental and lifestyle factors. Research shows that a higher intake of broccoli cabbage cauliflower Brussels sprouts & other cruciferous veggies is associated with a reduced risk of many cancers thanks to Sulphoraphane and DIM. https://t.co/mYMlpyXmBe Up to 90% of all cancers are caused by environmental and lifestyle factors. Research shows that a higher intake of broccoli cabbage cauliflower Brussels sprouts & other cruciferous veggies is associated with a reduced risk of many cancers thanks to Sulphoraphane and"
X Link 2021-12-17T01:11Z [----] followers, [--] engagements

"Happy holidays to our fun and zany Bio-Twitter community. The XBI may have been down this year but spirits were up and we managed to have some fun. Here's to lavish M&A and a full blown return of animal spirits in '22"
X Link 2021-12-24T22:39Z [----] followers, [--] engagements

"$XBI I'm not sure who needs to hear this but if you just dreamed up a perfect entry point for me it would be at the point of maximum pessimism with sector focused funds closing and long-bullish investors throwing in the towel.like now"
X Link 2021-12-31T15:54Z [----] followers, [--] engagements

"$XBI selling getting insanely irrational. Market psychology is wildly bearish and some absurdly attractive opportunities are emerging. Betting with fresh capital that we're getting close. $AXSM $HZNP $ASND $PRQR $ALXO $ARWR $LPTX $CMRX $LRMR $RCKT"
X Link 2022-01-21T22:28Z [----] followers, [--] engagements

"$XBI The next few years are the years when we can redeploy significant amounts of capital to beef up our research pipeline PFE CEO Albert Bourla told STAT. We are speaking about an unprecedented amount of capital to invest. And the way we want to do that is in biotech"
X Link 2022-02-02T13:38Z [----] followers, [--] engagements

"@lapatina_ [--] man defending his homeland is worth [--] fighting a war on foreign soil that they don't believe in or understand"
X Link 2022-03-21T19:51Z [----] followers, [---] engagements

"@CanadianUkrain1 What the hell Looks like a nuclear mushroom cloud"
X Link 2022-04-13T21:42Z [----] followers, [--] engagements

"@GrangerE04117 @sentdefender Looks like a worthy target for the next anti-ship missile. Ka boom"
X Link 2022-06-05T18:37Z [----] followers, [--] engagements

"$AXSM AXS [--] news could/should come soon and it's likely to be a very big drug. The market mired in bearishness generally may get a jolt"
X Link 2022-06-16T20:28Z [----] followers, [--] engagements

"Highly recommend. There is little to no substitution between renewables and oil. Major global energy crises is coming and it's inevitable. MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis https://macrovoices.podbean.com/e/macrovoices-328-dr-anas-alhajji-there-is-no-escaping-the-coming-energy-crisis/ https://macrovoices.podbean.com/e/macrovoices-328-dr-anas-alhajji-there-is-no-escaping-the-coming-energy-crisis/"
X Link 2022-06-21T16:53Z [----] followers, [--] engagements

"Really miss this guy. Unique talent. They broke the mold when the made him. Chris Farley would have turned [--] today. In this timeless sketch "Chris isnt acting" an SNL writer said. It's "the actual Chris Farley being happy that the actual Paul McCartney is telling him that there is an infinite amount of love in the world." https://t.co/TJe87QwLjn Chris Farley would have turned [--] today. In this timeless sketch "Chris isnt acting" an SNL writer said. It's "the actual Chris Farley being happy that the actual Paul McCartney is telling him that there is an infinite amount of love in the world.""
X Link 2023-02-15T14:29Z [----] followers, 24.6K engagements

"$TGTX trading up another 8% at $35 AH. Weiss was feisty on today's BofA call saying they may be only 1-2 quarters from breakeven even suggesting he may personally fund any shortfall. Exuding confidence like a prizefighter"
X Link 2023-05-09T23:55Z [----] followers, 43.8K engagements

"$CRVS there's more to this company then many may realize. The CEO led the team at Pharmacyclics that developed Ibrutinib. Always encouraging when they've been there and done that. $CRVS new april slide deck out - new biomarker going to be a big deal https://t.co/48GvcZbZjR https://t.co/y6tDIJsAe5 $CRVS new april slide deck out - new biomarker going to be a big deal https://t.co/48GvcZbZjR https://t.co/y6tDIJsAe5"
X Link 2023-05-10T19:46Z [----] followers, 15.2K engagements

"$CLRB fireworks soon. First very simplistically nobody goes to #JPM2024 to present bad data from an open label trial. Second investors in the recent financing clearly saw some data under an NDA. A tiny micro cap bio so not for the faint of heart but favorable R/R here"
X Link 2023-12-29T12:56Z [----] followers, [----] engagements

"$TGTX This is very interesting. Also patient message boards have been on fire recently with dialogue suggesting switches to Briumvi are growing. Interesting $RHHBY Ocrevus liver adverse event data from the FDA. Could be a big deal for $TGTX and the better drug Briumvi. https://t.co/wznYGv9LqW https://t.co/hwubvueYPO Interesting $RHHBY Ocrevus liver adverse event data from the FDA. Could be a big deal for $TGTX and the better drug Briumvi. https://t.co/wznYGv9LqW https://t.co/hwubvueYPO"
X Link 2024-01-07T14:36Z [----] followers, 41.5K engagements

"$CLRB in an increasingly expensive general bio market Cellectar stands out as offering real value given the data we've seen and where they are in their development timeline"
X Link 2024-02-25T17:28Z [----] followers, 38.4K engagements

"$XBI Here are a few names that look good to my eyes at current prices. Not all will work that's why we have portfolios: Late stage/commercial: $CYTK $IMVT $ROIV $BBIO $KNSA $AVDL $TGTX $VRNA $ARDX $RCKT $URGN More developmental: $OCUL $FULC $SVRA $STOK just my opinion"
X Link 2024-04-06T15:49Z [----] followers, 13.3K engagements

"$VRNA what's the real bear case here A slow commercial launch Docs including pulmonologists seem very excited about Ensifentrine. It's oral it's effective it's safe first novel MOA in the space in years and there's a clear unmet need. The current MC seems undemanding"
X Link 2024-05-31T12:59Z [----] followers, [----] engagements

"Two geriatrics calling each other "the worst president in the United States history" over and over again is not a debate. Our country deserves much better than either of these guys"
X Link 2024-06-28T02:15Z [----] followers, [----] engagements

"$VKTX incredible that its almost roundtripped after an amazing FDA update that shaved two years off its development timeline"
X Link 2024-08-02T13:39Z [----] followers, 18.5K engagements

"$TGTX every metric increasing impressively. Imagine how big Briumvi could be in the hands of a Big Pharma sales force"
X Link 2024-08-06T11:51Z [----] followers, [----] engagements

"$URGN valuation head scratcher. Cowen KOL out yesterday: "highly confident" on approval Q1'25. Can be used in both recurrent or newly diagnosed patients. Market=80K patients. He will "use it in 100% of his patients as they will do better on UGN [---] than TURBT" the current SOC"
X Link 2024-09-18T18:46Z [----] followers, 25.2K engagements

"$XBI forced selling underway here. Book mark this moment"
X Link 2025-04-04T14:25Z [----] followers, [----] engagements

"@DrMakeryFDA and the new FDA: We plan to speed up the approval process. replace outdated approval red tape.dont kill innovation by requiring long studies for rare conditions. Takeaways from @DrMakaryFDA interview on @megynkelly: -Why does it take [--] years to bring a drug to market in US People are dying. Our # [--] goal is delivering cures meaningful treatments healthier food One randomized controlled trial & then intense post marketing Takeaways from @DrMakaryFDA interview on @megynkelly: -Why does it take [--] years to bring a drug to market in US People are dying. Our # [--] goal is delivering"
X Link 2025-04-18T15:13Z [----] followers, 10.6K engagements

"$NKTR its hard to find a setup as compelling as Nektar. I would argue it should have a $1.5-$2B EV value now on AD data alone as P2 data has translated to P3 success in this indication very consistently in the past. The AA readout Adam mentions below could very well work it's coming soon and you are paying virtually nothing for it here in the 20's. $NKTR I think that Nektar should also be getting some credit in its valuation for the possibility that Rezpeg could hit in alopecia areata by the end of this very year The AA P2 study is ongoing and prior to AtD hitting it was deservedly adding $0"
X Link 2025-08-16T14:22Z [----] followers, 32.3K engagements

"$QURE watch how the stock trades around the offering. If it moves decisively through the offering price and higher it's a great buy or add signal IMO. What is the probability of $qure offering after hours and why is it 99.99% What is the probability of $qure offering after hours and why is it 99.99%"
X Link 2025-09-24T20:45Z [----] followers, [----] engagements

"Epic Fall hike today in The Sawtooth Mountains one day before first snow"
X Link 2025-10-11T22:25Z [----] followers, [----] engagements

"$GBDC I have been buying this BDC. I view it as much higher quality than most of the competition.95% first lien senior secured loan portfolio. It trades at a 10% discount to NAV today with a yield near 12%. I love these opportunities when they come around. It's like buying a dollar's worth of assets for [--] cents getting the full yield on the dollar and earning the closure in the discount over time. $GBDC Q4 '25: Net investment income $0.38/share Adj. NII $0.39/share NAV $14.97/share down from $15.00 Quarterly distribution $0.39/share declared Portfolio $8.8b total assets $9.0b PR:"
X Link 2025-11-20T20:50Z [----] followers, [----] engagements

"$PRAX very positive. Praxis Precision Medicines Announces Positive Pre-NDA Meeting with FDA for Ulixacaltamide in Essential Tremor https://finance.yahoo.com/news/praxis-precision-medicines-announces-positive-210100022.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/praxis-precision-medicines-announces-positive-210100022.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2025-12-04T21:52Z [----] followers, [----] engagements

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