[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@NightOwlBiotech Night Owl Biotech Research Group

Night Owl Biotech Research Group posts on X about $ibb, $xbi, $sndx, dawn 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 +14%
X Month XXXXXX +54%
X Months XXXXXXX -XXXX%
X Year XXXXXXX +413%

Mentions: XX #

X Week XXX +47%
X Month XXX +228%
X Months XXX +193%
X Year XXX +793%

Followers: XXXXX #

X Week XXXXX +0.73%
X Month XXXXX +6.80%
X Months XXXXX +64%
X Year XXXXX +405%

CreatorRank: XXXXXXXXX #

Social Influence

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

Social topic influence $ibb #3, $xbi #8, $sndx #4, dawn #918, $dawn #5, $nuvb #5, $incy #5, $gern #5, $imcr #3, $tars #4

Top accounts mentioned or mentioned by @linanthony89732 @n_hatami @phoenix3million @nhatami @pistrolas @sully25259 @taeyoon43334145 @seedy19tron @pawcio2009 @towiu2 @pcm_bio @elianep20649450

Top Social Posts

Top posts by engagements in the last XX hours

"$SNDX Niktimvo is on track to outsell Rezurock's 1st full year proj sales by 2.3X Rezurock had a X mo head start before its 1st full year. Niktimvo was launched late Jan XX so FY25 sales are really XX mos Is Niktimvo worth 2.3X more than Rezurock (acq by $SNY for $1.9B) $INCY"
X Link 2025-11-26T03:00Z 1664 followers, 1279 engagements

"All comm'l-stage oncology focused valuations & multiples for those w/1st approvals since 1/1/20 & MCs btwn $750MM-$5B $IOVA completely discounting recent lung data $SNDX could hit $XX & still have an average FY29 (Year 4) group multiple $GERN $ONC $TLX $IBRX $IMCR $URGN $KURA"
X Link 2025-12-05T03:18Z 1662 followers, 1849 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 2025-08-23T14:19Z 1661 followers, 3764 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 2025-09-29T13:15Z 1661 followers, 1817 engagements

"$FOLD continues to trade at lower revenue multiples than peer comm'l-stage bios with like sales dollar forecasts gross margin profiles & patent lives incl $MIRM $TARS & $KNSA FOLD is defending its patent v. a generic manufacturer. Should FOLD win (like $TEVA) $IBB $NBI $IBBQ"
X Link 2025-10-21T19:55Z 1661 followers, 1655 engagements

"FY26 & cumulative 10-year revenue multiples of all comm'l-stage oncology focused bios with market caps $1.0B+ $SNDX trades @ the lowest multiple in the peer group. SNDX has a 10/25/25 PDUFA. A CRL will result in lower revenue forecasts $ONC $GMAB $INCY $EXEL $NUVB $JAZZ $LEGN"
X Link 2025-10-23T18:23Z 1662 followers, 4723 engagements

"History of changes in share price since 1st FDA approval for all XX new comm'l-stage oncology focused bios since 1/1/13 M&A exit within X years of approval appears overwhelmingly the best strategy to maximize shareholder value $SNDX $IOVA $DAWN $ONC $FENC $AUTL $GERN $XFOR"
X Link 2025-11-04T13:57Z 1661 followers, 2702 engagements

"Even @ $17.05/share $SNDX trades at a material discount to its hypothetical M&A valuation using peer Year X M&A revenue multiples cited by Centerview Partners as appropriate for $SWTX (not SNDX) Note X of X SWTX peers were acquired for XXX - 5.2X Year X ests $INCY $XBI $IBB"
X Link 2025-11-11T17:15Z 1661 followers, 3112 engagements

"$KURA is the 61st comm'l-stage oncology focused bio since 1/1/13. Here's what happened to the share prices of all XX since X day post approval The evidence is overwhelming shareholder value is maximized via sale within X years Good luck $DAWN $PBYI GTHX DCPH YMAB etc $IBB $XBI"
X Link 2025-11-13T16:58Z 1661 followers, 2813 engagements

"$RPRX inv day pres w/changes in 5-year consensus for their portfolio incl Niktimvo $SNDX & Rytelo $GERN If Niktimvo's projected revenues are XX% higher now v when RPRX made its investment @ a $2.536B val (AS A ROYALTY) does that mean Niktimvo's val is XX% higher Why/why not"
X Link 2025-11-19T01:38Z 1661 followers, 1313 engagements

"Historic comm'l-stage bio M&A valuation v revenue forecasts We have a 3rd peer group (those forecast to get to north of $3B in sales by year 10) Virtually all (in all groups) are acquired for XXXX - 0.40X cumulative 10-year revenue forecasts $TVTX $FOLD $MIRM $ARWR $TARS $MESO"
X Link 2025-11-19T03:00Z 1661 followers, 2641 engagements

"Valuation related data pts for most new comm'l-stage non-oncology focused bios $TVTX is way up yet still trades @ lower multiples than peers. $LGND multiples are "off-the-charts" yet many cite low forecasts (from royalties incl TVTX) $FOLD update on generic $BCRX $APLS $SLNO"
X Link 2025-11-23T22:50Z 1661 followers, 1036 engagements

"% SP chge for all comm'l-stage bios since $XBI closed @ its 4/8/25 low (up XX% since) List includes approvals post 4/8/25 11/35 oncology 35/90 in non beat the XBI Winners (oncology) $NUVB $ADCT $RIGL $URGN (non) $ARWR $INDV $EYPT $PHAT $ESPR Losers: $XFOR $SRPT $HRTX $IBB"
X Link 2025-11-25T18:21Z 1661 followers, XXX engagements

"$INSM 10-year analyst consensus revenue estimates v. the 10-year revenue forecast $SGEN provided $PFE when acquired for a $42B enterprise value SGEN forecast $66.5B in 10-year sales. Analysts project $60B for INSM INSM's market cap is higher than SGEN M&A EV $XBI $IBB"
X Link 2025-11-26T14:22Z 1661 followers, XXX engagements

"$NBIX Crenessity sales by qtr post launch v $VRNA $IMGN (both acq for $10B) & $MDGL Graph does not consider Ingrezza sales @ $2.5B/year If new drugs are worth some multiple &/or NPV of actual sales then is Crenessity by itself worth about the same as VRNA/IMGN $XBI $IBB"
X Link 2025-11-28T14:00Z 1662 followers, XXX engagements

"$NUVL analyst consensus revenue estimates v $MRUS (as of date the acquisition was announced) & MRUS mgmt prepared forecasts. We're merely sharing data. This is not investment advice. $GMAB $XBI $IBB $NBI $IBBQ"
X Link 2025-11-30T02:05Z 1661 followers, 1358 engagements

"$MRUS filed their 14D9 filing today that includes their revenue forecast provided $GMAB. Attached is a snapshot of the forecast & a comparison to analyst consensus & $PTGX It's our experience forecasts are closer excl $BPMC $IDYA $ACLX $RVMD $ONC $LEGN $EXEL $INCY $IBRX $IMCR"
X Link 2025-10-21T17:39Z 1663 followers, 1912 engagements

"$SNDX $JAZZ $URGN & $LEGN trade @ the lowest revenue multiples in comm'l-stage oncology focused bio. Estimates are per Seeking Alpha. Valuation intra-day on 11/14/25 $KURA excl as estimates are being updated $XBI $IBB $IMCR $EXEL $INCY $GMAB $IBRX $PGEN $NUVB $ONC $ZYME $CTOR"
X Link 2025-11-14T15:05Z 1662 followers, 1133 engagements

"Odds are $DAWN will fail with $MRSN. It used to be considered wisdom to sell after approval. $GERN is down XX% after waiting for the MDS read X years later. $IMCR we wait for adv melanoma read Consolidation should be encouraged. Everyone wins incl shareholders & cost control"
X Link 2025-11-16T14:54Z 1663 followers, 4659 engagements

"Updated valuation related data points for all comm'l-stage oncology focused bios w/MCs from $300MM-$6B $LEGN $TLX $GERN $AUTL trading w/in XX% of 52-week lows $DCTH too but $25MM share buyback $NUVB $ZYME higher analyst est $IBRX $XFOR $ADCT $VSTM $RIGL $DAWN $IOVA $KURA $XBI"
X Link 2025-11-23T02:08Z 1662 followers, 1512 engagements

"$LEGN hit a 52-week low today while the $XBI & $IBB are @ multi-year highs LEGN trades @ 0.17X cumulative 10-year analyst consensus. The X peers with like revenue forecasts were acquired for XXXX to 0.49X. LEGN's Year X multiple is just as absurd. $JNJ Everyone wins in M&A"
X Link 2025-11-25T01:12Z 1662 followers, 2109 engagements

"Comm'l-stage oncology focused M&A has been active averaging 1+ per qtr the last X years. There are dry spells (10 mos btwn $DCPH & $CKPT) $KPTI is a textbook example why oncology bios should exit after appr Our M&A picks $SNDX $URGN $DCTH $CHRS $FENC $PBYI $TLSI $ADCT $VSTM"
X Link 2025-12-06T21:09Z 1662 followers, 1018 engagements

"$NUVB analyst consensus revenue estimates v. the same for $MRUS the day acquired by $GMAB for an EV of $7.3B & MRUS mgmt's forecast Analysts project NUVB to generate XX% MRUS sales @ peak yet its MC = 40%. This is not investment advice. NUVB estimates c/b fiction $IBB $XBI"
X Link 2025-12-07T16:45Z 1663 followers, 1073 engagements

"$NBIX Crenessity sales were $98MM in its 3rd full calendar quarter on the market (see comp to X peers X M&A exits) incl $MDGL Note most peers were acquired for 100-140X 3rd quarter sales. This suggests Crenessity c/b worth the same multiple (excl Ingrezza) $VRNA $XBI $IBB"
X Link 2025-12-07T18:06Z 1663 followers, 1188 engagements

"$NBIX v X peers with like profiles (see our earlier post). NBIX appears to trade @ respectable multiples $CORT does as well but will transition to oncology focused. $RYTM appears rich but near term PDUFA & P3 read $ASND $IONS $BMRN $BBIO $MDGL $AXSM $PTCT $XBI $IBB $IBBQ"
X Link 2025-12-08T13:57Z 1664 followers, XXX engagements

"Ojemda v Vonjo US product sales by qtr post launch. $DAWN analyst estimates v $CTIC mgmt/BOD included DAWN is rumored to be in M&A neg. CTIC/Vonjo (acq for $1.7B EV) appears the best peer as patent life @ approval are very close DAWN appears worth 10-20% more in EV $XBI $IBB"
X Link 2025-12-08T23:50Z 1664 followers, XXX engagements

"$CRMD DefenCath product sales by quarter post launch v the same from $TGTX $AXSM $ARQT & $TARS CRMD is outselling all X but trades at a fraction of all X market cap This is not to bash the X but to understand the disconnect. Sincere guidance appreciated $XBI $IBB $NBI $IBBQ"
X Link 2025-11-13T21:39Z 1663 followers, 3724 engagements

"$SNDX 10-year analyst consensus revenue ests v. X peer M&A trx The average peer was acquired for 0.348X 10-year mgmt prepared revenue forecasts. If SNDX were hypothetically acq @ the same 0.348X multiple that would be $3.941B in enterprise value O/c this c/b wrong $XBI $IBB"
X Link 2025-12-09T14:20Z 1664 followers, XXX engagements

"Comm'l-stage oncology continues to trade @ lower multiples than non What are we missing $AXSM $RYTM $TGTX $MIRM $ARQT $TARS $KNSA $TVTX $LQDA $APLS $SLNO $AUPH $MESO $INVA $PGEN $BCRX $ARDX $PHAT $LEGN $TLX $NUVB $IBRX $IMCR $ZYME $URGN $KURA $IOVA $DAWN $VSTM $GERN $XBI $IBB"
X Link 2025-11-23T16:08Z 1662 followers, 1482 engagements

"Comm'l-stage oncology & non-oncology ($100MM+) M&A for 1st approvals since 1/1/13 The odds are overwhelming shareholders are best served via M&A exit post approval. There are few exceptions like $ASND $INSM $CPRX Label extensions $IOVA $GERN $INVA $BCRX $NVAX $PHAR $ARDX $IBB"
X Link 2025-09-21T22:41Z 1663 followers, 2407 engagements

"$LGND projected revenue/EPS multiples v. $RPRX $XOMA $XNCR LGND is up XX% last X mos but now trades @ multiples 2X+ higher than peers. We're not suggesting a short as losses are infinite but. LGND holds equity positions where value may not manifest in revenues $XBI $IBB"
X Link 2025-10-04T22:27Z 1662 followers, 1615 engagements

"$XBI has traded up XX days in a row record since 12/31/21 up 11%. Record was X days 7/16/25 List of comm'l-stage bios up 10%+ & those down last XX days. Read scope Winners (excl $MRUS) $ADCT $SRPT $TARS $CHRS $NUVB $CRSP Bios Down $ARDX $HROW i.e. Melt $PCRX $AUPH $PGEN $AVDL"
X Link 2025-10-10T02:26Z 1662 followers, 1649 engagements

"$SNDX trades @ the lowest revenue multiple in comm'l-stage oncology by a large margin & v. peer non-oncology $LEGN trades @ 2nd lowest multiple followed by $JAZZ $ZYME trades @ the highest multiple. $BBIO reported compelling data this AM $PGEN $NUVB $IMCR $EXEL $MESO $ARQT"
X Link 2025-10-29T17:32Z 1663 followers, 3880 engagements

"Updated $SNDX valuation v. actual US product sales compared to peers that exited via M&A & those still independent. $ARQT $AVDL $AXSM $TGTX may not be truly apples to apples. This is not investment advice. We're merely sharing X valuation perspective $XBI $IBB $IBBQ $NBI"
X Link 2025-11-03T22:58Z 1663 followers, 1439 engagements

"$DAWN Ojemda US product sales by quarter post launch v $CTIC & $ZGNX who were both acquired for enterprise values of $1.7B This is not investment advice. $NBI $XBI $IBB"
X Link 2025-11-05T17:33Z 1662 followers, 1542 engagements

"$SNDX Revuforj sales/qtr post launch v. X peers acq for $1.7-$1.9B. Revuforj was only approved for KMT2A during this time (pre mNPM1) Niktimvo 50/50 w/ $INCY also not considered If Revuforj is outselling drugs acquired for $1.7-$1.9B w/KMT2A only then $AVDL $XBI $IBB"
X Link 2025-11-13T01:53Z 1663 followers, 1575 engagements

"SP chge for all XXX new comm'l-stage non-oncology focused bios since 1/1/13 (sorted by appr date). XX M&A XX bankruptcies XX still independent Winners $INSM (up 1200%) $VCEL 1050% $CPRX XXX% $LQDA $ADMA $ALNY $TARS $MIRM $RYTM $TGTX $ZEAL $NBIX $BBIO $ETON $ARGX $CRMD"
X Link 2025-11-30T22:36Z 1663 followers, 2143 engagements

"Rats. I'm sorry we forgot to move $AVDL to acquired.and a XX% outlier at that (not sold within XX months)"
X Link 2025-11-30T22:36Z 1663 followers, XXX engagements

"This morning 12/1/25 $SNDX announced participation in the 12/4/25 Evercore event It may appear (to someone who does not know better) SNDX rushed to participate .as if $INCY M&A talks failed. However history proves this is clearly not the case. $XBI $IBB"
X Link 2025-12-02T02:17Z 1662 followers, 1826 engagements

"Revenue multiples for all comm'l-stage oncology v non w/1st appr since 1/1/20 & $1-$5B MCs Oncology continues to trade @ lower multiples than non $SNDX v $ARQT $TARS $TGTX $AQRT $MIRM $TARS $TVTX $KNSA $LQDA $APLS $SLNO $MESO $AUPH $INVA $BCRX $ARDX $PGEN $PHAT $XBI $IBB"
X Link 2025-12-04T13:26Z 1662 followers, 1067 engagements

"@linanthony89732 @n_hatami Yes but remember the table compares Ojemda forecasts today versus Vonjo forecasts prepared at the time of the acquisition. It's my experience most of these drugs never live up to forecasts prepared at the time. This is another reason DAWN should sell itself"
X Link 2025-12-09T21:49Z 1663 followers, XX engagements