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@Ssunten_ Avatar @Ssunten_ Ssunten

Ssunten posts on X about $xbi, $mist, $agio, agio the most. They currently have XXX followers and XX 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: XXX #

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Social Influence

Social category influence cryptocurrencies XXXXX% finance XXXXX%

Social topic influence $xbi #13, $mist #3, $agio #7, agio #7, drugs 9.52%, $svra #3, target #2686, history 9.52%, level 9.52%, dcn XXXX%

Top accounts mentioned or mentioned by @tanner5m @lm1agl1zj3xolfm @17catspaw @usfda

Top assets mentioned Bitcoin Incognito (XBI) Mist (MIST) Agios Pharmaceuticals, Inc. (AGIO)

Top Social Posts

Top posts by engagements in the last XX hours

"$XBI $MIST MIST review-line research. X. The review chain for $MIST is: CDER OND (Office of New Drugs) OCHEN (Office of Cardiology Hematology Endocrinology and Nephrology) DCN (Division of Cardiology and Nephrology) X. CDER Everyone knows CDER leadership went Tidmarsh Pazdur now Tracy Beth Hoeg. With PDUFAs for $AGIO and $MIST only XX weeks away I assume the internal decisions on these files are basically already made. I dont think theyre going to suddenly flip the verdict at the last minute. And since this is a CMC issue odds are high were just some tiny name they dont even realize the"
X Link 2025-12-04T03:59Z XXX followers, 1035 engagements

"$XBI $MIST Lets size Mists EV properly. Share count X. Basic shares As of the 3Q earnings release Mists capital structure is: Common shares: 85169344 Warrants: 16412925 X. Series A/B warrants In July 2025 the company did a Series A/B offering. These have not been exercised yet. Under this deal there are: Series A: 35002335 shares at an exercise price of $XXXX Series B: 35002335 shares at an exercise price of $XXXXX Series A has a 1-year term and Series B is mandatorily exercised once the stock trades above $XXXX. In practice these are effectively dilutive and should be treated as if they will"
X Link 2025-11-24T06:03Z XXX followers, 1701 engagements

"$XBI $SVRA $MIST Some thoughts on recent capital flows in biotech. Right now the biotech sector is facing a lot of uncertainty because of the Prasad risk. As investors in times like this we need to invest only within a range of outcomes we can reasonably predict. From that perspective I think CDER under Pazdur looks much safer than CBER under Prasad. For biotech companies currently asking the FDA to review their clinical programs I think theres a need to wait until the FDAs rapidly shifting internal review posture stabilizes and a new pattern is established through actual approval cases."
X Link 2025-11-28T16:23Z XXX followers, 1238 engagements

"$MIST $XBI X. Target price & rNPV This is the most conservative model within the range Im considering. Out of 2M PSVT patients Im using 800k at the bottom of the companys target range (4065%). Price per episode: $5001000 (per CCO commentary). Assuming X episodes per year (bottom of the XX range). That gives an annual drug cost of $3000. Peak penetration: XX% (based on physician survey data). Discount rate: 10%. Basic share count: 85.2M. Fully diluted share count (including Series A/B). Cash: $0.19B (assuming Series A/B exercised). Debt: $0.07B. Current market cap: $0.2B. EV: $0.26B. 2."
X Link 2025-11-20T16:22Z XXX followers, 4929 engagements

"$XBI $MIST MIST prediction through nitrosamine CMC CRL case analysis If you look at the recent history of nitrosamine-driven CMC CRLs the pattern is actually pretty reassuring for Cardamyst. Phathoms vonoprazan is a good example: in February 2023 the erosive GERD NDA received a CRL because of an N-nitroso-vonoprazan impurity essentially a nitrosamine CMC problem. FDA asked for tighter specs controls and additional stability data. Phathom ran the extra work resubmitted in May as a complete response to that CRL and Voquezna was approved in November 2023 a clean second-cycle approval off focused"
X Link 2025-11-23T10:12Z XXX followers, 1317 engagements

"$Xbi $Mist Looking at two cases that got CMC CRLs due to nitrosamine issues and were later approved: Phathom / VOQUEZNA PDUFA date: November XX 2023 Actual approval: November X 2023 ARS / neffy PDUFA date: October X 2024 Actual approval: August X 2024 It wouldnt be surprising at all if MISTs PDUFA outcome came as soon as next week"
X Link 2025-11-29T01:52Z XXX followers, 1207 engagements

"$Xbi $Mist $Agio It looks increasingly clear that the FDA is in a state of serious internal turmoil. As investors we should avoid CBER for the time being and steer clear of drugs whose clinical validation is even slightly in doubt. In that sense drugs that are already clinically derisked but delayed purely by manufacturing/CMC issues can serve as a good refuge in the current political chaos at the FDA. $MIST fits that profile and todays biotech tape also seems to be reflecting this uncertainty in prices. Hopefully this turmoil resolves soon and the FDAs stance on drug approvals becomes clearer"
X Link 2025-12-02T17:20Z XXX followers, 4568 engagements

"$SVRA and $MIST are essentially on the same path: both received CMC-driven CRLs and are now pursuing re-approval. The difference is that MIST is heading into its PDUFA decision while SVRA is just before its BLA resubmission. Given the respective timelines and valuation upside SVRA doesnt look as attractive as MIST at the current level"
X Link 2025-12-02T23:13Z XXX followers, XXX engagements

"$XBI $MIST Mist rNPV update Sharing some revisions to my $MIST rNPV valuation: Adjusted several assumptions from the previous write-up Tweaked the penetration change over time Tentatively set net price at $3000/year Reflected RTW royalties in the revenue line I think this gives a very reasonable valuation at the current level. On pricing: a PBM 2Q25 report set MISTs price at $5000/year (WAC). Assuming XX% rebates that implies a net price of about $3000/year which is close to the companys internal target. Ive been going back and forth on the right price assumption so Im glad I finally found a"
X Link 2025-12-04T08:50Z XXX followers, 2925 engagements

"$Xbi $Agio Shares outstanding: 58313812 Market cap: $1.6B Cash: $1.3B EV: $0.32B Pipeline (3 assets): X. PKD approved PS: $200300M X. Thal PDUFA 12/7 PS: $300600M X. SCD Ph3 failed basically a write-off PS: $X (conservative) Assumptions: X. At PDUFA approval EV rerates to 1x PS. X. PKD is already approved and generating revenue. X. Thal is assumed to be approved (clinical data are solid). X. Valuation: PKD at 1.5x PS Thal at 1.0x PS base case: $375M + $450M = $825M EV. X. $825M EV implies a fair value of $36.5/share. X. Upside from here: 31%"
X Link 2025-12-02T17:23Z XXX followers, 1408 engagements

"@LM1agL1zj3XOlFm $AGIO is following a standard PDUFA path with no history of receiving a CRL. Its a CDER drug and the clinical validation for its MOA appears very clear. Thats why I see it as a solid event-driven trade opportunity heading into this weeks PDUFA"
X Link 2025-12-02T23:17Z XXX followers, XXX engagements

"$XBI $AGIO $MIST PDUFA schedule for November and December. Looking at the PDUFA events that have already passed and whats still ahead it feels like $AGIO has stepped on a landmine. Based on the companys update it seems theyre in the final stages of discussing labeling and REMS so I still view approval as likely but there could be some delay in the timeline. Might be a good time to pause and focus our bets for a bit. For example on $MIST"
X Link 2025-12-10T15:50Z XXX followers, XXX engagements