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@NightOwlBiotech Avatar @NightOwlBiotech Night Owl Biotech Research Group

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

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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Social category influence cryptocurrencies XXXX% stocks XXXX%

Social topic influence $xbi #26, $sndx #2, $dawn #6, dawn #1461, $incy #4, $ibb #3, $exel #7, $nbi #1, $dcth #4, $jazz #4

Top accounts mentioned or mentioned by @pjamess69 @wallstsai @financebully @odr8n @biomaven @drfager @jonny_fun_guy @bagelc47 @biotechforever @themach99 @wenmoon69420 @gerrard1987 @daveytrout @west0_cap @tallnfat @emily86402103 @creamysoftserve @alokbhardwaj @yachmod @dickfromkansas

Top assets mentioned Bitcoin Incognito (XBI) Dawn Protocol (DAWN) Incyte Corporation (INCY) Exelixis Inc (EXEL) Jazz Pharmaceuticals, Inc. (JAZZ) PTC Therapeutics, Inc. (PTCT) Alkermes Inc. plc (ALKS) Acadia Pharmaceuticals Inc. (ACAD) Geron Corp (GERN) Merus N.V. Common Shares (MRUS) BioMarin Pharmaceutical, Inc. (BMRN) Origin Protocol (OGN) NovoCure Limited Ordinary Shares (NVCR) Mirum Pharmaceuticals, Inc. Common Stock (MIRM) Neurocrine Biosciences, Inc. (NBIX) Axsome Therapeutics, Inc (AXSM) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) One Cash (ONC) ImmunityBio, Inc. Common Stock (IBRX) Eli Lilly and Company (LLY)

Top Social Posts #

Top posts by engagements in the last XX hours

"Valuation related data points of the X most mature commercial-stage bios (non-BP). None are forecast to double sales in the next XX years. Are there other analytics we should consider or peers that s/b added $OGN $BMRN $PTCT $ALKS $ACAD $ANIP $JAZZ $INCY $EXEL $XBI $IBB $NBI"
X Link @NightOwlBiotech 2025-09-14T13:15Z 1377 followers, 1145 engagements

"Updated FY26-28 revenue multiples for all comm'l-stage oncology focused bios w/MCs north of $350MM @ 8/22/25 We'd guess (that's all it is) $SNDX is the most likely near-term M&A candidate $INCY $RIGL has doubled since their Q225 CC $EXEL $JAZZ $ADCT $DCTH $AUTL $VSTM $DAWN"
X Link @NightOwlBiotech 2025-08-23T14:19Z 1377 followers, 3564 engagements

"Seeking Alpha notes XX $SNDX analysts. X forecasts FY34 SNDX sales @ $3B & the other @ $1.26B. Comp of SNDX MC as a multiple of 10-year revenues v XX peers that exited via M&A attached SNDX trades @ 0.18X the lowest 10-year analyst est. Peers acq for XXXX to 0.40X $XBI $INCY"
X Link @NightOwlBiotech 2025-09-13T17:29Z 1377 followers, 2145 engagements

"$NVCR reported Q225 sales this morning. NVCR trades at XXX - $3.0X FY2025 consensus which is lower than peer $EXEL at 5.0X+ & $LEGN at 7.0X+ (though NVCR gross margins are in the 70s where most peers are in the 90s). $XBI $NBI"
X Link @NightOwlBiotech 2025-07-24T13:31Z 1377 followers, 1822 engagements

"$DAWN 10-year analyst estimates v X peers that exited via M&A post FDA approval $CTIC $SRRA $KDMN While DAWN is up from its $XXXX low from earlier this month after their Q2 XX CC DAWN still trades at a fraction of analyst estimates (which may assume Firefly is a success)"
X Link @NightOwlBiotech 2025-08-30T15:23Z 1377 followers, 2264 engagements

"$TVTX (kidney) trades @ 0.12X 10-year revenue estimates while peer $MIRM (liver) @ 0.32X. Other comm'l-stage bios like $NBIX $ALKS $PTCT $ACAD & $AXSM trade @ 0.21-0.30X Filspari is patented thru 7/34 Is it the 1/2026 PDUFA in FSGS Any guidance w/b appreciated $XBI $NBI $LABU"
X Link @NightOwlBiotech 2025-08-07T16:43Z 1375 followers, 2836 engagements

"15 comm'l-stage oncology focused bios from last X yrs w/FY28 multiples. We're in Sept so FY28 is almost "Year 3" Peer group M&A guesses in order just for fun $SNDX $ZYME $DAWN $AUTL $DCTH (2 yrs rounded) $VSTM $NUVB $XFOR $IOVA $GERN $IMCR have near-term data reads $XBI"
X Link @NightOwlBiotech 2025-09-01T20:14Z 1375 followers, 5278 engagements

"$SNDX FY25-FY34 analyst consensus revenue estimates v. $RYTM $OCUL & $LQDA. Raw data bottom right SNDX forecast to outsell OCUL & LQDA but trades @ XX% the MC WTF SNDX is forecast to generate same revenues as RYTM next X years yet trades @ 1/5th the MC $XBI $INCY $IBB $NBI"
X Link @NightOwlBiotech 2025-09-16T14:02Z 1377 followers, 4158 engagements

"Chge in share prices 8/1/25 v. previous week's high for all XX comm'l-stage oncology focused bios. Half were down XX% or more the week before a majority of peer bios report quarterly sales & progress. $ONC $URGN $INCY $RIGL were the only X up $GMAb $EXEL $LEGN $JAZZ $TLX $MRUS"
X Link @NightOwlBiotech 2025-08-03T18:15Z 1376 followers, 1391 engagements

"$DAWN Ojemda US product sales by quarter post launch v. $CTIC Vonjo. CTIC was acquired for an EV of $XXX. DAWN EV = $350MM at $8/share. Hopefully a sale of DAWN is near. Otherwise DAWN plans to develop DAY-301 when 95-98% of new cancer drugs in P1 are never approved $XBI $IBB"
X Link @NightOwlBiotech 2025-10-03T15:06Z 1376 followers, 1224 engagements

"FY26 revenue multiples of comm'l-stage sorted by 1st FDA appr date If we had to guess $URGN $SNDX $DAWN $LEGN $DCTH are the next M&A candidates Note the X trade @ 2.9-3.9X FY26 consensus where the X non-oncology peers $TARS $ARQT $SPRY trade @ 4.5-5.5X $NUVB $PBYI $KPTI $IBB"
X Link @NightOwlBiotech 2025-10-05T14:21Z 1375 followers, 1519 engagements

"$SNDX analyst consensus revenue estimates v. $VIE $PRVB $CCXI product sales forecasts by year post M&A Analysts forecast SNDX to generate slightly less sales than CCXI forecast when CCXI was acq for a $3.7B EV.& more than VIE & PRVB acq. for $XXXX & $2.9B resp $INCY $IBB"
X Link @NightOwlBiotech 2025-10-06T17:32Z 1377 followers, XXX engagements

"Updated history of all XX new comm'l-stage oncology focused bios back to 1/1/13 $MRUS exit is consistent. Those that sell within X yrs of approval do well for shareholders. Those that don't lose (generally) $SNDX $DAWN $IBRX $AUTL $VSTM $NUVB $FENC $GERN $XFOR $IMCR $DCTH $MGNX"
X Link @NightOwlBiotech 2025-09-29T13:15Z 1376 followers, 1356 engagements

"Thank you & very fair. As I noted all we have to estimate valuation today are peer M&A multiples & analyst revenue estimates. When such potential from the triple combo are baked in it should manifest in higher revenue forecasts at which time valuation estimates move higher. Hey man the experts have much higher stock price targets than I do. SNDX is our clubs number X holding. I certainly hope theyre right. Thank you again"
X Link @NightOwlBiotech 2025-10-15T14:58Z 1377 followers, XX engagements

"$DAWN Ojemda US sales/qtr v. $CTIC Vonjo. Both have like gross margin % & patent life @ approval profiles. For perspective if DAWN mgmt/BOD ever focus on shareholder value CTIC was acquired for $1.7B. Because Ojemda outsells Vonjo DAWN s/b worth more DAY-301 $LLY $XBI $IBB"
X Link @NightOwlBiotech 2025-09-14T15:12Z 1377 followers, 1359 engagements