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@TheLAPurchaser TheLAPurchaserTheLAPurchaser posts on X about $dimfp, $tmo, $dhr, $rgen the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% countries XXX% automotive brands XXXX% cryptocurrencies XXXX%
Social topic influence $dimfp #1, $tmo #38, $dhr #45, $rgen #3, $lly #36, china 6.9%, ai 3.45%, $isrg 3.45%, the first 3.45%, what i XXXX%
Top accounts mentioned or mentioned by @pythiar @latestgecapital @buccocapital @deccalanecap @jonhartman14 @madsposting @quiteskeptic @martybleon @mortgagequant @claycc47 @drsprs @mrinvestor17 @blankspacenom @_invaro @ab1001_disciple @korncap @thelittleguyhc
Top assets mentioned Thermo Fisher Scientific Inc. (TMO) Danaher Corporation (DHR) Repligen, Corp. (RGEN) Eli Lilly and Company (LLY) Intuitive Surgical, Inc. (ISRG) Johnson & Johnson (JNJ) ShockWave Medical, Inc. (SWAV) ABIOMED, Inc. (ABMD) ResMed Inc. (RMD) KONINKLIJKE PHILIPS N.V. (PHG) Icon Plc (ICLR) Align Technology, Inc. (ALGN) DRG (DRG) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) West Pharmaceutical Services Inc. (WST) Novo-Nordisk (NVO)
Top posts by engagements in the last XX hours
"AI x Healthcare intersection: Let's be clear. It's early. You're not getting paid on a AI thesis today. That said Where to look 1) $ISRG: Only clear play today. Autonomous robotics: it's a 5-10yr roadmap but this is what the 1000x compute on DV5 enables. Case Insights is the first step (think early days of TSLA where you got safety warnings autocorrect steer etc). ISRG monetizing today at $50k/system/yr. 2) Diagnostic Imaging: The LLM creates a picture from partial information. Lot of data to parse through. Separates signal from noise. $SHL.GY $GEHC are the obvious public plays. $ISRG"
X Link 2025-10-22T09:56Z 5793 followers, 19.6K engagements
"Lmk what I missed"
X Link 2025-10-22T09:57Z 5793 followers, 1957 engagements
"$DIM.FP accelerated. $TMO accelerated. $DHR stable. All talked about improving trends. What do y'all think is gonna happen to the fastest growing player"
X Link 2025-10-28T01:55Z 5792 followers, 1855 engagements
"Note to analysts: Your PM not listening to you Pitch it to his best friend Never fails"
X Link 2025-10-25T21:07Z 5794 followers, 246.9K engagements
"My guess $JNJ does what it does best and takes this thing out on the highs. flashback to $SWAV and somewhat $ABMD"
X Link 2025-10-28T00:37Z 5794 followers, XXX engagements
"Sitting here absolutely giddy into $RGEN. AMA"
X Link 2025-10-28T01:50Z 5794 followers, 11K engagements
"$RMD - It's time to short. Checks are finally starting to show an impact to CPAP starts. Competitive intensity increases NTM. Growth has already started to slow and topline will go ex-growth in FY27. There's no a mult floor for a single product medtech co when that happens"
X Link 2025-10-30T11:20Z 5794 followers, 4331 engagements
"RMD has seen a category explosion as $PHG was removed from the mkt due to a product recall (set to return in CY27) and with a general increase in interest in sleep health"
X Link 2025-10-30T11:29Z 5794 followers, XXX engagements
"@buccocapital If I didnt want to think about it Id buy $DHR $TMO If I wanted a bit more beta Id buy $RGEN $DIM.FP"
X Link 2025-11-26T02:43Z 5794 followers, 1947 engagements
"@deccalanecap Its good. I think I like $ICLR better in CRO land"
X Link 2025-11-26T16:47Z 5794 followers, XXX engagements
"Some food for thought $ALGN. If the biz fundamentals were eroding (past 3yrs) when the consumer was healthy. How's it going to look if the consumer incrementally deteriorates in '26"
X Link 2025-12-03T14:52Z 5794 followers, 3155 engagements
"For generalists keep it simple. Either (i) buy a pharma index like $DRG. You dont want all the hassle with clinical risk and LOEs or (ii) buy the picks and shovels in life science tools. I would go with option ii. $DHR $RGEN $DIM.FP $TMO are bioprocessing picks/shovels plays with capex onshoring torque Honorable mention is $TEVA who got a very favorable price outcome tonight and is a 2x over 12-24mths"
X Link 2025-11-26T02:38Z 5794 followers, 1397 engagements
"Ppl that are bullish $WST how do you reconcile that with mkts v bullish view on oral weight loss drugs"
X Link 2025-11-26T22:31Z 5795 followers, 3142 engagements
"One of the worst things to happen in healthcare is private equity roll-ups. Dental clinics Vet clinics Opioid rehab Nursing homes Healthcare services No morals. No ethics. Rampant waste fraud abuse"
X Link 2025-12-06T00:21Z 5795 followers, 177.1K engagements
"FAT DRUGS: $LLY $NVO Trump firing off a stray r/e $XXX GLP1s. Is that a preview of semaglutide IRA pricing or a tactic in ongoing $LLY negotiations Ppl widely believed LLY would've struck a deal by now. So Trump's $XXX remark in the context of prolonged negotiation is definitely eyebrow raising. My 2c This is more likely aggressive posturing that we're used to seeing from Trump (100% China tariffs etc) vs. a real $XXX GLP1 rate. Hard to say anything with conviction. But that ladies & gents is the"
X Link 2025-10-16T22:45Z 5794 followers, 3829 engagements
"Still not sure the best way to express this (other than a basket) but the resurgence in Chinese biotech is a real theme to watch. This drum will beat louder"
X Link 2025-11-28T16:21Z 5794 followers, 9488 engagements
"$LLY's GGG: XX% -- XX% weight loss is incredible as expected. A couple things i'm thinking about: 1) Discontinuation rates going from X% (GIP/GLP) -- XX% (GGG) highlight most people don't want to lose that much weight. 2) Will pts prefer a more complex mechanism (GGG vs. GIP/GLP) but at a lower dose 3) Discovery focus shifts from weight loss % to weight loss type optimization. i.e. Can we optimize muscle mass retention 4) Downstream headwinds for medtech are going to heat up. For medtech the debate should be less around ortho ( $ZBH / $SYK ) and more around first order effects in diabetes OSA"
X Link 2025-12-11T14:24Z 5795 followers, 2814 engagements
"It's clear $LLY has just won the category through 2028. But I think the stock is already underwriting to that and a very large % of the adult population adopting these drugs in a terminal state"
X Link 2025-12-11T14:31Z 5795 followers, XXX engagements