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@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 #

X Week XXXXXX +51%
X Month XXXXXX -XX%
X Months XXXXXXX +277%
X Year XXXXXXX +7,203%

Mentions: XX #

X Week XX +13%
X Month XX +8%
X Months XXX +169%
X Year XXX +1,336%

Followers: XXXXX #

X Week XXXXX +3.50%
X Month XXXXX +11%
X Months XXXXX +213%

CreatorRank: XXXXXXXXX #

Social Influence #

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

Social topic influence $xbi 29.69%, $sndx 15.63%, $fold 10.94%, $jazz 9.38%, $tgtx 9.38%, $nbi #1, cort 7.81%, $mdgl 7.81%, $cort 7.81%, $srpt XXXX%

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

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 on X 2025-07-02 14:50:46 UTC 1158 followers, 3648 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 on X 2025-07-09 16:26:19 UTC 1158 followers, 5304 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 on X 2025-07-17 12:45:03 UTC 1158 followers, 2410 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 on X 2025-04-24 14:00:06 UTC 1151 followers, 2287 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 on X 2025-04-06 19:00:59 UTC 1158 followers, 6648 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 on X 2025-07-13 04:15:42 UTC 1159 followers, 3485 engagements

"What's happened to the SP of all XX new comm'l-stage oncology focused bios the last XX years (since 1/1/13) to incl $SWTX. XX of XX sold @ gains were sold w/in X yrs of FDA approval. Only $BPMC $DCTH $ONC & $IMCR trade higher $XBI $ESALF $EGRX $PBYI $AGIo $VSTM $CHRS $FENC $CTOR"
@NightOwlBiotech on X 2025-05-07 02:43:12 UTC 1157 followers, 3157 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 on X 2025-05-24 17:37:51 UTC 1151 followers, 10.9K engagements

"15 larger comm'l-stage bio valuations v. cumulative 10-year projected sales. Peers $IMGN $SWTX & X others were acquired @ XXXX - 0.78X 10-year projected sales (median = XXXX ave. =0.43) $RARE $SRPT $APLS $FOLD $HRMY $ANIP $NBIX $BMRN $JAZZ $AXSM $ACAD $PTCT $ASND $TGTX $MDGL"
@NightOwlBiotech on X 2025-05-31 22:04:18 UTC 1151 followers, 8983 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 on X 2025-07-07 15:47:05 UTC 1151 followers, XXX engagements

"Cumulative $ARDX analyst consensus revenue estimates by year thru patent exp in FY34. Absent a meaningful pipeline the odds are overwhelming S/Hs are best served by M&A. See $PHAT last Nov (not last week) when it was thought patents may expire X years early. Comments $XBI $LABU"
@NightOwlBiotech on X 2025-05-06 02:39:00 UTC 1155 followers, 2622 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"
@NightOwlBiotech on X 2025-07-24 13:31:14 UTC 1158 followers, XXX engagements

"$ZVRA is up XX% the last X weeks. We track all comm'l-stage bios via graphs like the X attached. ZVRA is the only graph that sticks out like this on as best we can tell no news/disclosures. Those like $VRNA $INSM & $RYTM had catalysts. Are we missing any ZVRA catalyst $XBI"
@NightOwlBiotech on X 2025-07-11 19:31:59 UTC 1159 followers, 1734 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 on X 2025-07-01 18:00:38 UTC 1156 followers, 1494 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 on X 2025-06-27 15:26:57 UTC 1156 followers, XXX engagements

"$SNDX is up but off XX% since 7/16/24 Revuforj's projected sales profile (w/a 10/25 label exp) is consistent w/peers acq for $1.7-$2.2B (CTIC SRRA $KDMN $KYTH AGIO) 1st year Niktimvo sales $ projected to be XX% more than Rezurock acq for $1.9B. SNDX owns 1/3 of Niktimvo $XBI"
@NightOwlBiotech on X 2025-07-22 19:49:19 UTC 1158 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 on X 2025-07-07 15:45:53 UTC 1159 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 on X 2025-07-20 19:30:53 UTC 1158 followers, 2970 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 on X 2025-07-19 18:54:31 UTC 1158 followers, 1982 engagements

"If they decide to sell This is my gripe with these biopharmas & frankly most investors here on X. Rezdiffra is patented through 9/17/2033. All drugs are worth some NPV of their cumulative projected sales thru patent expiration. Whatever Rezdiffra is worth today it is almost certain Rezdiffra will be worth less XX months from now because the cumulative revenue opportunity thru patent expiration will be that much smaller and then Rezdiffra will be worth even less another XX months later and so on and so on. Why in the world do these folks wait to sell MDGL is forecast to burn $300MM cash this"
@NightOwlBiotech on X 2025-07-13 15:23:05 UTC 1151 followers, XXX 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 on X 2025-06-29 20:45:38 UTC 1157 followers, 1494 engagements

"@drfager @WallStSai This is an enormous inflection point. Yesterday a Rezdiffra 10-year DCF had no terminal value. Today it does. $MDGL"
@NightOwlBiotech on X 2025-07-16 13:09:11 UTC 1151 followers, XXX engagements

"$TVTX is off XX% from X weeks ago where $XBI is unchanged & now trades @ XXXX 10-year revenues. As disappointed as $CALT investors were w/its M&A share price the trx was priced at 0.28X 10-year sales. TVTX projected dependent on 1/26 FSGS approval (peak sales est attached)"
@NightOwlBiotech on X 2025-07-07 17:57:17 UTC 1157 followers, XXX 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 on X 2025-07-12 15:56:20 UTC 1158 followers, 3685 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 on X 2025-07-20 15:10:21 UTC 1158 followers, 8459 engagements

"Changes ($%) for all XX comm'l-stage oncology & XX non-oncology (MC $500MM+) bios since 6/28/24. Non-oncology clearly outperformed Biggest winners $VRNA $AKBA $CRMD $RIGL $CORT $SPRY $XERS $TGTX $SLNO $EXEL $TVTX Losers $SRPT $XFOR $IOVA $ADAP $KURA $MGNX $KPTI $GERN $IBRX"
@NightOwlBiotech on X 2025-06-28 19:57:30 UTC 1158 followers, 3750 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 on X 2025-06-27 16:28:33 UTC 1158 followers, 2248 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 on X 2025-03-13 14:11:57 UTC 1159 followers, 3897 engagements