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@NightOwlBiotech Avatar @NightOwlBiotech Night Owl Biotech Research Group

Night Owl Biotech Research Group posts on X about $xbi, $sndx, $fold, $jazz the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance X% currencies XXXX%

Social topic influence $xbi #7, $sndx 15%, $fold 15%, $jazz 15%, $tars 11.67%, $nbix 11.67%, $itci 11.67%, $tgtx 11.67%, $nbi #1, $srpt XX%

Top accounts mentioned or mentioned by @biomaven @drfager @wallstsai @houndcl @matrixmeister @biotechforever @themach99 @daveytrout @richardtip17589 @scott_wysocki @medtechmd @bigchodu

Top assets mentioned Bitcoin Incognito (XBI) Amicus Therapeutics, Inc (FOLD) Jazz Pharmaceuticals, Inc. (JAZZ) Neurocrine Biosciences, Inc. (NBIX) Intra-Cellular Therapies Inc. (ITCI) TG Therapeutics, Inc. (TGTX) Sarepta Therapeutics, Inc. (SRPT) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Axsome Therapeutics, Inc (AXSM) SpringWorks Therapeutics, Inc. Common Stock (SWTX) SuperRare (RARE) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) PTC Therapeutics, Inc. (PTCT) Corcept Therapeutics Inc. (CORT) Immunogen Inc (IMGN) Dawn Protocol (DAWN) Agios Pharmaceuticals, Inc. (AGIO) Acadia Pharmaceuticals Inc. (ACAD) Insmed, Inc. (INSM) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Incyte Corporation (INCY) BridgeBio Pharma, Inc. Common Stock (BBIO) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Soleno Therapeutics, Inc. Common Stock (SLNO) Exelixis Inc (EXEL) One Cash (ONC) Geron Corp (GERN) NovoCure Limited Ordinary Shares (NVCR) Blueprint Medicines Corporation (BPMC) Merus N.V. Common Shares (MRUS) Royalty Pharma plc Class A Ordinary Shares (RPRX) Merck & Co., Inc. (MRK) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Morgan Stanley (MS) Alkermes Inc. plc (ALKS) BioMarin Pharmaceutical, Inc. (BMRN) Scholar Rock Holding Corporation Common Stock (SRRK) Summit Therapeutics Inc. Common Stock (SMMT) Janux Therapeutics, Inc. Common Stock (JANX) Reata Pharmaceuticals, Inc. Class A Common Stock (RETA) ImmunityBio, Inc. Common Stock (IBRX)

Top Social Posts #

Top posts by engagements in the last XX hours

"We added $SRRA to our list of peer M&A as it was acquired pre FDA approval $KURA but nonetheless @ roughly the same multiple. Oncology still trails non-oncology even on a good day. $VSTM $TARS $ARDX $FOLD $DAWN $SNDX $XBI $NBI"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-02 14:50:46 UTC 1151 followers, 3472 engagements

"$VRNA is being acq by $MRK @ 0.45X 10-year analyst consensus sales ests ($10B EV). This appears on the high end v peers. VRNA will file a 14D9 in X weeks w/projected sales provided MRK that may differ from analysts $TARS $SNDX have recent approvals $FOLD $ARDX $TVTX $MIRM $XBI"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-09 16:26:19 UTC 1151 followers, 5159 engagements

"FY28 (Year 4) revenue multiples of comm'l-stage non-oncology focused bios w/$1B+ MC + $ARDX b/c it trades @ a low multiple (w/FY34 patent exp). $ITCI was acq @ 5.5X & $SWTX @ 2.6X $XBI $SRPT $PCRX $HRMY $JAZZ $APLS $TVTX $TARS $RARE $BHVN $ARQT $AXSM $NBIX $BCRX $AUPH $AGIO $SPRY"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-05-24 17:09:58 UTC 1150 followers, 6774 engagements

"$FOLD was upgraded by Morgan Stanley this AM. Attached is a comparison of FOLD's 10-year revenue multiple v. peers (M&A & independents). $TARS & $APLS also trade at lower multiples (there may be good reason too) $XBI $AXSM $MDGL $ACAD $PTCT $MIRM $IONS $ALKS $CORT $SLNO $NBIX"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-17 12:45:03 UTC 1150 followers, 2224 engagements

"$APLS $JAZZ $HRMY $SRPT & $NBIX continue to trade at lower multiples of cumulative 10-year projected revenues than enterprise values paid in recent M&A (6 M&A peers incl $BIVV $GWPH $IMGN $CBST $ITCI $MDVN). Multiples also noted for $TGTX & $ASND for perspective. $XBI $LABU"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-04-24 14:00:06 UTC 1152 followers, 2286 engagements

"Top shows EVs paid as multiples of cumulative 10-year projected revenues/GM from XX recent larger comm'l-stage bio M&A. Range = 0.26X $SWTX - 0.78X $IMGN Bottom shows like multiples of pot'l M&A candidates $FOLD $RARE $APLS $TARS $AXSM $JAZZ $BMRN $MDGL $PTCT $ASND $TGTX $NBIX"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-06-18 16:18:04 UTC 1152 followers, 2637 engagements

"$NBIX & $SRPT are unique comm'l-stage bios @ $2B/yr/sales from $X XX years ago. The attached compares NBIX/SRPT valuation v 10-year revenue estimates to X peers acq the last XX years incl $ITCI $IMGN $GWPH $MDVN. $XBI $JAZZ $EXEL $ONC $ARGX $INSM $ASND $CORT $TGTX $AXSM $ACAD"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-04-06 19:00:59 UTC 1152 followers, 6642 engagements

"$INKT 's 1-day gain of XXX% appears to be a record going back to 1/1/2022 (post $XBI crash). Others north of XXX% since 1/1/2022 incl $VTGN $MNPR $PROK $SLNO $JSPR $SNTI $SRRK $PHVS $SYRE $CADL $SMMT $MDGL (watch dilutives) $CRBP $SPRO $BDTX $GYRE $JANX $NBTX $KALA $CMRX $RETA"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-13 04:15:42 UTC 1150 followers, 3283 engagements

"FY28 (Year 4) multiples of comm'l-stage oncology focused bios w/MCs $400MM+. $ITCI was acq @ 5.5X FY28 & $SWTX @ 2.6X. $XBI $NBI $IOVA $AUTL $DAWN $JAZZ $GERN $SNDX $LEGN $INCY $NVCR $GMAB $IMCR $IBRX $ONC $DCTH $EXEL $BPMC $ZYME $TLX $MRUS. PDUFAs = $REPL $NUVB $VSTM (P2) $CRDF"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-05-24 17:37:51 UTC 1151 followers, 10.9K engagements

"SNDX splits Niktimvo profits/losses 50/50 with Incyte. SNDX then sold a XXXX% royalty to $RPRX so SNDX Niktimvo share = 36.2%"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-07 15:47:05 UTC 1150 followers, XXX engagements

"$VSTM is down XX% since approval If $VSTM analyst estimates are credible & if their combo therapy is worth a peer M&A multiple then. 95-98% of new cancer drugs in Phase X are never approved so if VSTM continues developing their pipeline as an independent then. $XBI $NBI"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-01 18:00:38 UTC 1150 followers, 1445 engagements

"$SNDX 10-year analyst consensus revenue ests v. mgmt prepared revenues of $VIE $DCPH & $KDMN. SNDX est excl Niktimvo. All generate like gross mfg margins If Rejuforj estimates are credible AND IF Rejuforj warrants a peer M&A multiple (2 HUGE IFS) then WTF O/c we c/b wrong $XBI"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-06-27 15:26:57 UTC 1152 followers, XXX engagements

"$SNDX forecast $87.8MM in FY25 (1st full year) Niktimvo sales ($12.116MM current royalty liab @ 13.8%). Per attached $KDMN SEC filing 1st full year Rezurock sales forecast @ $63MM. If SNDX is right Niktimvo year X sales dollars will be XX% more KDMN was acq for $1.9B"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-07 15:45:53 UTC 1151 followers, XXX engagements

"All XX comm'l-stage oncology focused bios v. all XX non-oncology w/MCs $1.5B+ & v. all XX w/MCs $160MM to $1.5B. Oncology as a whole trades @ lower FY28 multiples & have fared worse as a peer group YTD $XBI $NBI $IOVA $JAZZ $LEGN $GMAB $SNDX $ARGX $BBIO $CORT $KNSA $TWST $SPRY"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-20 19:30:53 UTC 1150 followers, 2721 engagements

"The next 2-3 weeks are the most exciting every quarter. 1st comm'l-stage oncology focused bio to report Q2 sales & update guidance this coming Thursday = $NVCR. $SNDX s/b next on 8/1/25 Attached see SP chge since 5/19/25 (after Q125 earnings). $DCTH $AUTL $GERN $DAWN $IMCR $XBI"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-19 18:54:31 UTC 1150 followers, 1722 engagements

"Comm'l-stage bio values as multiples of 10-year projected revenues v. recent peer M&A. $SRPT trades @ 0.12X cumulative 10-year projected analysts revenue est where $ITCI was acquired @ 0.41X. $XBI $NBI $IBBQ $RARE $APLS $FOLD $HRMY $ANIP $JAZZ $AXSM $NBIX $ACAD $PTCT $ASND $TGTX"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-05-24 15:02:39 UTC 1150 followers, 5964 engagements

"A $SNDX $INCY Niktimvo revenue forecast using $RPRX data points per its 11/24 investor pres. RPRX notes its $350MM investment will be repaid 2.35X (or $822.5MM) by FY38. This would be $5.96B in cumulative sales. Our forecast results in an XXXX% IRR = "low double digits" per RPRX"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-06-29 20:45:38 UTC 1152 followers, 1435 engagements

"Expanded peer group showing market caps as multiples of cumulative 10-year analyst revenue estimates (some may or may not rely on new products) v. historic M&A peer group. More to come ASAP. $XBI $RARE $HRMY $APLS $FOLD $SRPT $NBIX $PTCT $JAZZ $AXSM $TGTX $ASND $ITCI $IMGN"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-05-06 00:11:52 UTC 1151 followers, 2814 engagements

"$TARS trades @ 0.17X 10-year analyst consensus revenue ests (as of 6/10/25). Attached are like multiples paid in XX peer comm'l-stage bio M&A trxs. "Mid-size" peer group were acq @ a median 0.40X multiple (but range from XXXX - 0.78X). $BPMC $SWTX $ITCI $ARQT $AGIO $XBI $NBI"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-06-11 01:44:13 UTC 1150 followers, 2446 engagements

"FY26 multiples for all XX comm'l-stage (& pre) oncology (MCs $200MM+) & all XX non-oncology (MCs $600MM+) focused bios $IOVA data in certain lung cancers imminent We'd guess M&A candidates incl $TARS $AGIO $JAZZ $TVTX $FOLD $TGTX $SNDX via $INCY $MRUS $BBIO $CORT $IONS $INSM"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-12 15:56:20 UTC 1151 followers, 3372 engagements

"$DCTH trades lower v. its 12/2/24 close. The last X times DCTH reported prior quarter's sales shares jumped XX% XX% & XX% the following X weeks. This is not investment advice b/c we have no idea what will happen next time but DCTH reports Q225 sales on or around 8/8/25 $XBI"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-08 14:08:16 UTC 1145 followers, 1515 engagements

"Table notes the share price today v. @ FDA approval date for all XXX new comm'l-stage non-oncology focused bios since 1/1/13. These are tracked manually so o/c we may have missed X or X (or a split). $XBI Biggest winners: $VCEL $CPRX $ADMA $INSM $ZEAL $TGTX $LQDA $ALNY $RYTM"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-07-20 15:10:21 UTC 1150 followers, 8264 engagements

"$FOLD trades for 0.133X 10-year analyst consensus revenue est. Gross margins are comp & Galafold is patented-FY38. Most peers are acquired @ 0.32-0.40X. O/c there are risks from $SGMO & $QURE but we're unaware of any peer doing $500MM+ & guiding to $1B+ trading south of $2B $XBI"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-06-27 16:28:33 UTC 1152 followers, 2107 engagements

"$SWTX It appears $BIVV was the only comm'l-stage bio M&A the last XX years under $20B w/2 FDA approved pot'l Blockbusters. $DCP $DOVA & $AERI had X appr/late-stage but not $1B+ Other pot'l biopharma M&A (or s/b) in FY25 $CYTK $VKTX (maybe) $FOLD $AVDL $ZYME $MDGL $BBIO $SRPT"
@NightOwlBiotech Avatar @NightOwlBiotech on X 2025-03-13 14:11:57 UTC 1152 followers, 3896 engagements