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@Se19edy Seedy19

Seedy19 posts on X about $slno, $nktr, $cdtx, $abvx the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX +46%
X Month XXXXXXX +39%
X Months XXXXXXXXX +333%
X Year XXXXXXXXX +1,545%

Mentions: XX #

X Week XX -XXXX%
X Month XXX -XX%
X Months XXX +67%
X Year XXX +510%

Followers: XXXXX #

X Week XXXXX +2.30%
X Month XXXXX +17%
X Months XXXXX +351%
X Year XXXXX +694%

CreatorRank: XXXXXXX #

Social Influence #

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

Social topic influence $slno #1, $nktr #4, $cdtx #1, $abvx #3, $celc #6, $ovid #1, $zura #1, $avtx #1, $xbi #7, $qure #5

Top accounts mentioned or mentioned by @rudyresearch @aafree @amaymd @hannibalspeaks @jw929204 @jfais20 @antifunbw @popescuf @wallstsai @ltandj @bigchodu @financebully @maximusholla @holdforwhat @biotenic @martinshkreli @scorpionfund @ttramyloid @joserestonva @biotechsanya2

Top Social Posts #

Top posts by engagements in the last XX hours

"$ovid long ( $cdtx next as soon as I get more time to finish) multi fold opportunity not being appreciated. So as Ive said earlier seems like folk already moved on from $ovid but sleeping on their KCC2 platform. This is the type of opportunity I like. So KCC2 platform alongside their OV329 asset ( GABAergic modulation ) $ovid holds about 5-10x additional value over the next few years from here. Their KCC2 activator platform targets epilepsy and psychosis. It is exclusively CNS-expressed - restores chloride homeostasis which differentiates it from SOC and requires minimal sedation. So theyre"
X Link @Se19edy 2025-10-10T10:23Z 8990 followers, 22.8K engagements

"@jfais20 Doubt $slno is independent by then"
X Link @Se19edy 2025-10-13T20:36Z 8941 followers, 1739 engagements

"@ScorpionFund $slno is losing the plot and clearly underwater on his short here. Fresh post doubling down (I cant repost since Im blocked) on the reporting of the death and how disclosure in the fine print didnt suit their narrative lol 2/3 was according to Chat GPT I stopped reading after that. Nothing against using AI for research but HOW ABOUT YOU TALK to the ACTUAL physicians in the space treating an increasing number of pts every week since launch What do they know that Scorpion doesnt We all know"
X Link @Se19edy 2025-10-14T17:53Z 8941 followers, 3226 engagements

"@Antifunbw My 3rd largest position $slno now"
X Link @Se19edy 2025-10-20T17:58Z 8939 followers, 1805 engagements

"@A_May_MD called it - Nemluvio $131m Q2 to $263m Q3. And you know whats a way way better drug Not long enough (you know the ticker)"
X Link @Se19edy 2025-10-23T07:36Z 8935 followers, 10.7K engagements

"Cooking $slno"
X Link @Se19edy 2025-10-15T18:20Z 8987 followers, 9483 engagements

"$akro 14A filing one of the most interesting M&A filings Ive read. Would urge everyone to read to get an idea of what goes on behind the scenes in some of these transactions. The conversations started as early as a year ago. So we know party A is $Gild (from reference to betaville in the doc) and evidence seems to suggest party E is $Rhhby who ended up buying $etnb instead. Also $nvo walked away the same day Betaville leaked the news. And theres something around a last minute charge for the Interests of Akeros Directors and Executive Officers in the Merger. Which on top of the leaks probably"
X Link @Se19edy 2025-10-25T11:03Z 8990 followers, 23.8K engagements

"I havent read the $ibrx story will do in a second but there is so much alpha to be garnered with a @statnews subscription. Theres only a few reputable news sources for biotech and I think personally @statnews is right up there if not the best. Think just by having access to the information Ive probably made back my annual sub multifold probably for a lifetimes worth of subscription fees. At the end of the day the narrative may not suit your long or short thesis but you get access to vital information. How you decipher / interpret it is down to you"
X Link @Se19edy 2025-10-25T20:04Z 8990 followers, 22.5K engagements

"Introducing: The Seedymobile"
X Link @Se19edy 2025-10-27T00:13Z 8990 followers, 44.7K engagements

"Boxer Capital Q4/24 (2/3): Unchanged (2/2): $olma $oric $prld $prta $pstx $rckt $rcus $rna $rvmd $sana $smmt $srrk $srznw $swtx $tern $thrd $til $xene $zntl $zura Decreased: $agle $apge $apls $bold $dbvt $itos $kymr $rlay $tyra"
X Link @Se19edy 2025-02-15T11:48Z 8976 followers, 2615 engagements

"Boxer Capital Q4'24 (3/3): Closed: $argx $akro $bgne $cytk $fate $idya $ipsc $nktr $srpt $tara"
X Link @Se19edy 2025-02-15T11:54Z 8967 followers, 2973 engagements

"Casdin Q125 13F Recap: (1/2) New: $BGNE $DYN $HIMS $MAZE $SEPN $SLDB $TDOC $VSTM Increased: $BEAM $GERN $MRNA $RLAY $SNDX Unchanged: $ABSI $BPMC $CDXS $DNA $DNLI $GLUE $GPCR $KRON $NGNE $NTLA $RNA $RXRX $TNYA $TSVT $VCYT"
X Link @Se19edy 2025-05-16T02:30Z 8976 followers, 2510 engagements

"Ikarian Q125 13F Recap: (8/11) Decreased: $RNAC $RZLT $SNSE $SRRK $SRRK(call) $SWTX $TARS $TGTX $TRAW $TYRA $VIGL Closed: $ABEO(call) $ACHL $AEON $AGLE $AKRO(put) $ALGS $ALT(call) $AMLX $AMGN(call) $ANAB(call) $ANAB(put) $ATXI $AXSM(call) $BCLI"
X Link @Se19edy 2025-05-16T02:59Z 8976 followers, 1441 engagements

"Braidwell LP Q225 13F Recap: (1/2) New: $CAI $CBIO $GMED $SION $SRZN $UNH Increased: $ARGX $CSTL $EWTX $INSP $ISRG $KRYS $MDGL $NUVL $PEN $RGEN $TMO $XENE Unchanged: $AGLE $CELC $CGON $DHR $KIDS $LUNG $MRVI $VKTX $XNCR $ZURA"
X Link @Se19edy 2025-08-16T18:05Z 8970 followers, 3409 engagements

"BVF Q225 13F Recap: (1/2) New: $CBIO $IMCR $RAPT Increased: $FDMT $PTGX $TCRX $VSTM Unchanged: $ACIU $ANNX $AXSM $CELC $CGEM $ELDN $ENGNW $EPIX $FHTX $GHRS $GLUE $GPCR $IKNA $IONS $IVA $KURA $KYMR $MIRM $MLTX $MOLN $NLS $OLMA"
X Link @Se19edy 2025-08-16T18:10Z 8970 followers, 5057 engagements

"BVF Q225 13F Recap: (2/2) Unchanged (cont): $OVID $PVLA $RPTX $RVMD $SABS $SEPN $TENX $TYRA $XNCR $ZYME Decreased: $AVTX $CDTX $FBRX $IMUX $XOMA Closed: $ALLK $CTMX $GLPG $GLYC $ITOS $NAMS $THRD $VERV $VIGL"
X Link @Se19edy 2025-08-16T18:10Z 8977 followers, 2863 engagements

"Logos Global Q225 13F Recap: (1/3) New: $APLS (call) $ARVN $ARVN (call) $BCAX $BHVN $BIIB $CBIO $CDTX $IMCR $JADE $JAZZ $KRYS $LEGN $LRMR (call) $MTSR $NBIX $PRAX $RYTM $TEVA (call) $UNCY $VSTM $XBI (call) $XNCR"
X Link @Se19edy 2025-08-16T19:06Z 8970 followers, 3737 engagements

"Say what you want but these guys have been proactive after the wake up call. Near term overhang shifted. Continue to be long $srpt"
X Link @Se19edy 2025-08-21T11:07Z 8962 followers, 12.1K engagements

"🚨 new long idea and weekly recap $abvx $nktr $srpt **** **** Im actually really excited about this new pitch. Before I go into it please sub. Just kidding we dont do that here. Free alpha Recapping the last week you remember when I said $incy ceo comments reflect well on $nktr guess what one of the old $incy ceos (not the one that left in a bad taste) is on the $nktr board. So could be one to keep an eye out for. Then you also have the summary judgement coming in next week most likely and then the start of the trial is just weeks away. As my golf coach this week said trying to help me time"
X Link @Se19edy 2025-08-21T18:22Z 8976 followers, 74.3K engagements

"Expansion into carcinoid syndrome (Ph X initiation 2H25) targets a 150000-patient U.S. market where SRL compliance remains a challenge. I went over the preclin data and you can see paltus potent SST2 selectivity suggesting potential PFS benefits in NETs. Theyre good to go on the commercial side XX sales reps already on board + Crineticare patient support service and a disease education platform in place. Theyll also be going in with Prem pricing ($70-90K/year). The launch will come good which the street is not appreciating enough you have this prem pricing and paltus superior data compared to"
X Link @Se19edy 2025-08-21T18:24Z 8976 followers, 12.6K engagements

"@BlaseBio $eypt over $ocul anyday"
X Link @Se19edy 2025-10-14T20:14Z 8976 followers, 1327 engagements

"With todays news of Mark W Hahn joining the board (Verona CFO) $slno board is now Dawn Carter Bir - CCO Reata (acquired by Biogen) William G. Harris - CFO Arbor Pharma (acquired by Xenoport) Andrew Sinclair PhD - also another Verona connection board member (acquired by Merck) Matthew Pauls JD MBA Birgitte Volck MD PhD Anish Bhatnagar MD Profitable soon and I would say sold by JPM 🤝"
X Link @Se19edy 2025-10-13T12:24Z 8980 followers, 17.1K engagements

"@popescuf It would be misinterpreted because I have some covered calls some short puts margin that I roll in and out of depending on opportunity. But I will say this $abvx $slno $nktr $avtx are more than XX% of my book"
X Link @Se19edy 2025-10-23T22:52Z 8978 followers, 3155 engagements

"@rezfszubagoly Monster beat did you say 👀 $slno"
X Link @Se19edy 2025-10-26T03:06Z 8978 followers, 1022 engagements

"Brief note to get everyone up to speed on the flurry of news you may have missed: $qure ripping because of a combination of comments by an HD KOL at a conference and valuation reset like we saw with other names that shot up very quickly whilst still having a substantial way to go. STILL. $pali funny some folk thought it was over or terming it some sort of pump. Its easy to prove the naysayers wrong when your intentions are pure. Point72 with a 6%+ stake AH. Expect a host of filings from other funds over the coming days. Ill say this again were early to the $pali story. Lastly incredibly"
X Link @Se19edy 2025-10-07T23:10Z 8987 followers, 29.9K engagements

"@WallStSai @Antanas289773 @ltandj Think flat slightly green"
X Link @Se19edy 2025-10-18T12:27Z 8987 followers, XXX engagements

"just to make it easier to understand. Roche data came out last night. At a first glance looked like bad news for $celc (thus stock went down AH) Then today at ESMO looking at the curves from the pres looks like $celc will be okay. Nothing to do with options expiry. Hope this helps"
X Link @Se19edy 2025-10-18T15:22Z 8987 followers, 1952 engagements

"My $nktr settlement scenarios. Settlement should: - solve the ph3 funding problem - cleaner story for potential acquirer - mgmt stronger position for partnership/ deal talks - higher floor - readthrough that Rezpeg is here to stay and $lly were wrong (which we already know but some folk still dont agree) - no more legal burden - lower cash burn"
X Link @Se19edy 2025-09-29T16:32Z 8990 followers, 98.7K engagements

"$slno long idea (as promised): $slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged X and older. For those unfamiliar with PWS its a rare genetic disorder characterized by insatiable hunger obesity and high mortality risk from comorbidities. PWS affects 1:15000 live births (8000-12500 U.S. patients and 20000 in EU). VYKAT XR is an extended-release formulation of diazoxide choline a potassium channel activator reducing hyperphagia by modulating neuronal activity. Lets focus on the numbers that are"
X Link @Se19edy 2025-10-03T16:55Z 8989 followers, 57.2K engagements

"Time for the Weekly $abvx $nktr $cdtx $qure $slno $pali $zura $avtx $ovid $lqda BONUS: $ovid long thesis at the end $xbi $bbc would like to start with the biotech sector for any of you calling top and thinking of selling my read is that we ought to continue to keep buying aggressively. Like very aggressively. Yes there will be pullbacks but were still early. M&A is just warming up then Jefferies conf is not far. LPs and other stakeholders in our sector to gonna brag about their healthy returns on the thanksgiving table (alphaaa) and then seasonality suggests a rally into JPM conf where we see"
X Link @Se19edy 2025-10-09T13:13Z 8989 followers, 31.8K engagements

"#ESMO shaping up to be an exciting weekend. So Gire looks good at a first class My initial lean and Im trying to get fill AH is short $celc long $olma but lets see the curves tomorrow that will confirm my initial impression. Cant believe Ive been roped back into this drug class 😭"
X Link @Se19edy 2025-10-17T23:11Z 8988 followers, 14.1K engagements

"@ltandj Yeah after seeing the gire wt curves I agree. I did lean short but I think Monday $celc will be okay"
X Link @Se19edy 2025-10-18T11:52Z 8989 followers, 1837 engagements

"Just to let you guys know upping to resume tomorrow in the $xbi so we can all stop fighting now. Was trying to have a chilled Sunday and all my favourite folk going at each other. Some talking about retiring. Its okay were bored last week was choppy and annoying. ESMO was brain damage ngl. So I get it. Anyways this is my take Not long enough $abvx $slno $qure (yes) $pali and of course $nktr Meh $prax and $celc (as long as fulv is king all the mBC plays are just day and swing trades nothing groundbreaking but the expectations are just so low after years of disappointment so money to be made"
X Link @Se19edy 2025-10-19T23:07Z 8989 followers, 14.1K engagements

"$slno is the most asymmetrical setup on my watch list right now. Youve got a drug thats going through a monster launch no competition in sight SP spooked by a bear thesis that has been proven to be wrong by multiple stakeholders. Earnings are just days away and if you zoom out to a wider lines it could 2-2.5x from here"
X Link @Se19edy 2025-10-20T16:01Z 8988 followers, 35.5K engagements

"No idea who this is but underfollowed for sure $slno"
X Link @Se19edy 2025-10-23T23:19Z 8990 followers, 24.5K engagements

"@Antifunbw @blankspacenom $slno trades much higher on beat and then comfort from mgmt around safety and dcs on call"
X Link @Se19edy 2025-10-25T00:29Z 8990 followers, XXX engagements

"$dyn and $pepg if it wasnt already obvious should catch a bid tomorrow"
X Link @Se19edy 2025-10-26T18:12Z 8990 followers, 5350 engagements

"@hannibalspeaks I do think they beat on earnings and I do believe it will be their last earnings as an independent co. TP $slno $140"
X Link @Se19edy 2025-10-26T19:21Z 8990 followers, 1609 engagements

"@RudyResearch I think they buy both for combo 🐑 alluded to that weeks ago"
X Link @Se19edy 2025-10-27T15:55Z 8990 followers, XXX engagements

"RIP 🦂 $slno $acad"
X Link @Se19edy 2025-09-24T11:01Z 8988 followers, 9734 engagements

"Quick brief $cdtx long thesis up next just need more time to finish it up. It is back in 3rd place as most liked. $slno I posted re this earlier. Today GS with a thorough note and initiate at Buy with a 12-month PT of $XXX Nothing we didnt already know but I think it is time to be mega long $slno I shall continue to add going into earnings all the way upto $XX. (Today I sold XX puts) Dont rule out M&A either. Heres the summary of the report: - Foundational treatment for PWS and blockbuster franchise - rapid penetration in the US market a long duration of treatment limited intermediate term"
X Link @Se19edy 2025-10-07T13:59Z 8987 followers, 32.8K engagements

"$slno pre announcement of earnings as expected Soleno Therapeutics to Report Third Quarter 2025 Financial Results on November X 2025 at 4:30 PM ET Guggenheim scenarios below: I think on a miss $XX (very unlikely) 60-70m : $75-80 70m+: $80-100"
X Link @Se19edy 2025-10-21T14:28Z 8990 followers, 11.6K engagements

"long idea Last few months (port now 50x + since tariff saga 🙏 ) have all been about r/r and picking the right setups. Yes theres been a lot of luck along the way but Id like to share another incredible setup with XXX% upside this week h/t @drug_smolecules w/ $arct data coming up. Data was supposed to be last month (guided by them at earnings in Aug) yet weve had nothing. Theres enough readthroughs here to assume they got a LB on the back of data looking incredibly good. If FEV X% Nov calls could go up multifold. And could be another beautiful day tomorrow (possibly)"
X Link @Se19edy 2025-10-21T15:33Z 8987 followers, 54.4K engagements

"$slno VYKAT loses ODE in 2032 and its LOE for its method of use IP in 2035 (though PTE could go to 2039). As a single product co with no pipeline this poses risk. However based on our analysis + analogs Gx entry into rare orphan markets tend not to see major price declines and the potential to launch an authorized generic could allow SLNO to further retain share. We est about 1/3 of peak value can be preserved which is not currently being assigned. From Wells Fargo"
X Link @Se19edy 2025-10-23T19:16Z 8990 followers, 5288 engagements

"The Weekly: New: $prax $ctmx $vtyx $inbx (s) $repl Increased: $abvx $slno $qure $avtx $avxl (s) Unchanged: $pali $zura $ovid Decreased: $nktr * $cdtx Closed: $trvd (s) $arct $rapt binary catalyst streak that started in May ended by a naive tea leaf call ignoring all the red flags on $acrt . Slightly different format this week (see above) as I have way too many positions than Id generally like trying to do too much and Im not very good at that as a solo operator. So lots of things on the chopping block next couple weeks. But happy to answer questions in the comments. *for the first time since"
X Link @Se19edy 2025-10-23T22:32Z 8990 followers, 24.2K engagements

"INCREASED and INCREASING $nktr"
X Link @Se19edy 2025-10-24T16:57Z 8989 followers, 6315 engagements

"@jq1234t Law of averages One of $slno $zvra $abvx $nktr gotta be right"
X Link @Se19edy 2025-10-25T21:01Z 8990 followers, 3454 engagements

"Damn GGs $rna longs I had my doubts. $XX is a pretty good price too. $xbi 1st of many till JPM"
X Link @Se19edy 2025-10-26T15:17Z 8990 followers, 83.7K engagements

"TD Cowen 4Q25 sentiment survey just finished asked about which of the companies (from a list) most likely to be acquired in Q4 $slno came in first with $Mdgl second fwiw"
X Link @Se19edy 2025-10-27T21:57Z 8989 followers, 9630 engagements