@Vulpescap Avatar @Vulpescap Vulpes Bio

Vulpes Bio posts on X about in the, $goss, imo, $ikt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 30.4% finance 13.66% cryptocurrencies 2.2% currencies 2.2% social networks 2.2% technology brands 2.2% countries 0.88%

Social topic influence in the 10.13%, $goss 5.73%, imo 5.73%, $ikt 4.85%, $guts 4.85%, $ntla 4.85%, if you 4.41%, $nktr 4.41%, this is 4.41%, $bbio 3.96%

Top accounts mentioned or mentioned by @amaymd @epickram @seedy19tron @biotenic @anthonystaj @pharmdca @martinshkreli @biohazard3737 @geneinvesting @sportsbios @elmonogran42994 @clarksterh @vulpescap @adamfeuerstein @cigs1234 @houndcl @rohitsjhawar @john_hersc79276 @tweetawaydk @archimedes20311

Top assets mentioned Inhibikase Therapeutics, Inc. (IKT) Fractyl Health, Inc. (GUTS) Intellia Therapeutics, Inc (NTLA) BridgeBio Pharma, Inc. Common Stock (BBIO) Liquidia Corporation Common Stock (LQDA) uniQure N.V. (QURE) Alnylam Pharmaceuticals, Inc. (ALNY) Immunovant, Inc. Common Stock (IMVT) Sarepta Therapeutics, Inc. (SRPT) PepGen Inc. (PEPG) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Abivax SA (ABVX) Lexeo Therapeutics, Inc (LXEO) Pfizer, Inc. (PFE) Novartis AG (NVS) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Soleno Therapeutics, Inc. Common Stock (SLNO) Bristol-Myers Squibb Co (BMY) Ikena Oncology, Inc. (IKNA) Insmed, Inc. (INSM) Eli Lilly and Company (LLY) Wave Life Sciences Ltd. Ordinary Shares (WVE)

Top Social Posts

Top posts by engagements in the last [--] hours

"Why would $ROIV takeout $IMVT when they can buy $550B blocks for $21 per $IMVT $550M offering priced at $21/share $IMVT $550M offering priced at $21/share"
X Link 2025-12-11T07:18Z [----] followers, [----] engagements

"$MOH Every 100bp of reduction on medicaid MCR represents $5/sh incremental earnings. Governemnt all but assures reversion to the mean on MCR because per [--] CFR 438.4(b)(9) capitation reates must be set such that $MOH can "reasonably achieve" an 85% MCR. MCR could go up before it goes down but $MOH is priced as if margin compression is stable. Margin compression is structurally unstable in the long-term. [--] CFR 438.4(b)(9): "Capitation rates for MCOs PIHPs and PAHPs must be reviewed and approved by CMS as actuarially sound. To be approved by CMS capitation rates must: [--]. [--]. . [--]. Be developed"
X Link 2026-02-06T21:21Z [----] followers, [----] engagements

"$ALDX @BiotechAutist could very well could be right but I can't get enough conviction on this to get involved (either way). Yes field trial failed but FDA draft guidance for DED explicitly acknowledges that effective therapies can fail trials and the data packages of multiple approved DED products contain failed/mixed data. Unless I'm mistaken ALDX's field trial is the only real failure. They got CRL'd last time because of baseline imbalances between arms - in interpretability problem but not a clearly interpretable fail. They got CRL'd the first time because they tried to use a lil' Ph2 as"
X Link 2026-02-12T21:04Z [----] followers, [----] engagements

"$SRPT you all were warned @Pharmdca"
X Link 2025-07-18T17:47Z [----] followers, 13.4K engagements

"$IMA $IKNA Its like Xzibit was advising on the reverse merger and he heard we like busted biotechs so he put a busted biotech in our busted biotech"
X Link 2025-09-04T14:39Z [----] followers, [----] engagements

"Like $TRAW a lot. CMO is Robert Redford former dir. of CDC. Very cheap even w future dilution Paxlovid sells $5b but 20% of pts are ineligible (DDI). Ratatruvir hits same target but doesnt need ritonavir for PK so no ddi issue. PK in humans looks good and POC data by year end"
X Link 2025-10-08T14:27Z [----] followers, [----] engagements

"@joinyellowbrick @A_May_MD @Atrium_Research @IggyOnInvesting Woot woot I am MrStingy $pepg"
X Link 2026-01-03T21:41Z [----] followers, [---] engagements

"Could you argue that $IKT will get a PoC penalty (fair or not) on a $GOSS fail @hbossnia If $GOSS fails $IKT will go up. Obviously some take a bet here. @hbossnia If $GOSS fails $IKT will go up. Obviously some take a bet here"
X Link 2026-01-05T17:08Z [----] followers, [----] engagements

"$GOSS took the data-risk free 3x profit. Risk adj IRR goes down when the run up goes up. Do like $IKT though (and they own 100% of their drug) $GOSS poor price action since the lean negative take. Still think we could see results in next 2-3 weeks. $GOSS poor price action since the lean negative take. Still think we could see results in next 2-3 weeks"
X Link 2026-01-06T16:52Z [----] followers, [----] engagements

"Do you have thoughts on $IKT FWIW I think a large part of imatinib not moving forward was IP life-related. subdural hematomas happen in pts on anticoagulants and that's no longer in the guidelines (though they nay be on one for other reasons). If inhalation truly doesn't work here $IKT should benefit (and they own 100% of the drug) https://twitter.com/i/web/status/2008594999156285567 https://twitter.com/i/web/status/2008594999156285567"
X Link 2026-01-06T17:42Z [----] followers, [----] engagements

"People who are long $IKT: does this slide bother you Stated purpose of the prodrug is to reduce GI tox yet it didn't do that in the bioequivalence study. Maybe I'm missing something Yes this was a small BE study. Yes this was 600mg while Ph3 dose is 500mg (500mg data not shown). Still though. Can you argue that you don't really need to reduce GI tox at all Do you just need an imatinib with a longer IP life and PAH on-label IMPRES AEs looked way worse than CML AEs at similar doses maybe that was just a fluke Maybe not though PAH patients are a different pop and can be sicker. I like IKT but"
X Link 2026-01-12T22:56Z [----] followers, [----] engagements

"$GUTS Didn't orfo have a similar GI tox/discontinuation due to AE rate as the injectables Fair to say that the maintenance therapy of choice for someone discontinuing an injectable due to GI tox is not orfo Perhaps if you do fine on sema/tirz but want to stop orfo will work fine for you but that's not really GOSS' lunch IMO. Am I wrong about that $GUTS - data on weight maintenance in Q1 - plan to file. It's an endoscopy procedure duodenal ablation. ALl the prior data is great weight maintenance out to [--] months in open label and [--] month controlled data great. BUT seeing orfoglipron data and a"
X Link 2026-01-13T22:15Z [----] followers, [----] engagements

"I like $IKT too but this slide (though from a very small study) doesn't inspire confidence that they've fixed the GI issues. Maybe they don't need to Maybe they just need fresh IP. Novartis only had [--] years left on Gleevec after IMPRES and reg bodies were asking for more data. Not sure GI tox was really the limiter. Thoughts https://twitter.com/i/web/status/2011921641966878814 https://twitter.com/i/web/status/2011921641966878814"
X Link 2026-01-15T22:01Z [----] followers, [---] engagements

"A point to be made on $IKT - the impressive IMPRES 6MWD result below was observed with only 43% of patients maintaining target 400mg dose. ** Patients who did maintain 400mg for 50% of the study had a 45m improvement - better than Winrevair. If IKT's prodrug truly helps more patients maintain target dose 6MWD could look very very good. If it simply looks as good as oral Imatinib on target dose achievement and 6MWD.well.at least they've got more than the [--] years of IP life that Novartis had on Gleevec post IMPRES🤷 ** "Efficacy was assessed in all randomized patients who received at least 1"
X Link 2026-01-15T22:43Z [----] followers, [----] engagements

"The best thing about the $GUTS call this AM was the smooth jazz in the waiting room. They know it too which is why they didn't put the figure in their "positive" PR. Probably why they've been pumping their garbage geneTx in the media the last few days. Still think that was a fat pitch we were offered based on all existing DMR data and no problem with having swung at it. Still clear DMR does something but I'm out. Lucky to have a pretty low basis on this. Can't win em all. In retrospect the population used for the open-label trial would've been a better way to go (as opposed to the short GLP-1"
X Link 2026-01-29T14:39Z [----] followers, [----] engagements

"@seedy19tron @FWCStocks same thats why i went long $ikt"
X Link 2026-01-30T20:02Z [----] followers, [---] engagements

"@keisan_15 @seedy19tron @FWCStocks Novartis did when they submitted imatinib for PAH before withdrawing due to subdural hematomas which are no longer an issue. Also KOLs say it's manageable"
X Link 2026-01-30T20:13Z [----] followers, [---] engagements

"I dont do #biosquidgames (blocked by @pawcio2009 for replying to his MAGA posts with photos of Trump+Epstein) but if I did my pick would be $IKT. Imatinib works in PAH; $AVTE s failure leaves IKT (oral prodrug) as the only viable path. Too cheap to ignore. Elaboration below"
X Link 2026-02-03T18:00Z [----] followers, [----] engagements

"IKT is developing an imatinib prodrug for PAH. Imatinib originally developed for chronic myeloid leukemia (CML) is clinically validated in PAH by multiple RCTs. Novartis discontinued imatinib due to a safety signal that is no longer relevant (brain bleeds; only occurred in patients on an anticoagulant and nobody takes them anymore) and requests by regulatory bodies for more data when they only had [--] more years of exclusivity. Despite some other tolerability issues I believe imatinib would have ultimately been approvable and that new formulations/derivatives with fresh IP have room to succeed."
X Link 2026-02-03T18:01Z [----] followers, [----] engagements

"Imatinib never advanced beyond Ph3 however for a few reasons: [--]. Subdural hematomas (brain bleeds) These are a big deal if you have one. There were [--] SHs (2%) observed in the Imatinib arm and then [--] more in the open-label-extension. This would normally be an MOA killer but its not in this case. SHs only occur in patients who are also on an anticoagulant. Anticoagulants have historically been used in PAH patients by superstitious doctors but the practice is not evidence-based and not in the current guidelines. It is now quite rare and not an issue. Moreover patients who are on them for other"
X Link 2026-02-03T18:05Z [----] followers, [---] engagements

"Several companies have aimed to build a commercially successful molecule on the back of Imatinib proof of concept in PAH (with fresh IP-life). Imatinib-derivatives ( $AVTE $IKT) or -like molecules ( $GOSS) are not subject to issues [--] (for reasons explained above) or [--] Thus they aim to solve issue [--] (GI tox) in order to advance a commercially competitive remodeling drug to the market. Before describing approaches I insert the opinion that solving GI tox is not a prerequisite for success. It would be nice only 43% of patients in the IMPRES trial were able to reach and maintain the target 400mg"
X Link 2026-02-03T18:06Z [----] followers, [----] engagements

"Catalyst desert Theres a huge catalyst desert here with the exception of the $GOSS readout. As I wrote in my $STOK writeup a while back I believe catalyst deserts can be the source of great bargains in biotech. The smartest people tend to work at biotech-specialist funds and funds need to worry about quarterly returns and thus need near-term catalysts. Not much of anything is going to be happening here for a few years. The interim safety readout 1-1.5 years from now might tell us something about GI tox. The interim PVR readout [---] years from now will confirm that the drug has pharmacodynamic"
X Link 2026-02-03T18:12Z [----] followers, [----] engagements

"Valuation Comps tell us that this is worth more than $500M fully diluted as does bottom up modeling. To repeat what I wrote in the summary: when $INSM reported positive PAH Ph2b data in summer [----] its market cap increased by $5.7B (ILD data didn't even look good). At one point pre-Ph3 data $GOSS traded around $1B FD implying a $2B valuation on their drug seralutinib (they own 50% economics on it). IKT trades at around $500M fully diluted arguably has a higher PoS than $GOSS does at the same stage (Ph3). Theyre a few years behind $GOSS but discounting back a few years does not account for the"
X Link 2026-02-03T18:12Z [----] followers, [----] engagements

"$MANE CEO has great hair but the rest of the team is balding. PASS Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6 Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6"
X Link 2026-02-04T21:23Z [----] followers, [----] engagements

"@richtrades100 unknowable. $IKT would argue that you need systemic dosing and that is likely true but we don't/won't know for sure"
X Link 2026-02-06T21:27Z [----] followers, [---] engagements

"$TTWO With all that's happened lately to make software devs 50x faster/more productive it makes you wonder what is happening over at Rockstar. This what I'm picturing"
X Link 2026-02-06T21:50Z [----] followers, [---] engagements

"Who could have predicted Casgevy would struggle commercially $NTLA Vertexs CRISPR treatment for sickle cell disease hits unexpected roadblock A great @Jasonmmast scoop. https://t.co/Q8FBCsbYDJ Vertexs CRISPR treatment for sickle cell disease hits unexpected roadblock A great @Jasonmmast scoop. https://t.co/Q8FBCsbYDJ"
X Link 2026-02-07T17:22Z [----] followers, [----] engagements

"@JoseRestonVA @PrestonWidmer @A_May_MD San Francisco biotech investors HATE this man"
X Link 2026-02-10T18:35Z [----] followers, [---] engagements

"As an independent voter who leans slightly right I feel Ive been given the following two choices: 1) the party that executes US citizens for political theater and the lies about what is clear on video 2) the party that doesnt do that"
X Link 2026-01-25T03:09Z [----] followers, 756.2K engagements

"@A_May_MD @avidresearch @grok $MANE 's deck says "Oral minoxidil is an immediate release product a [---] mg tablet peaks quickly risking cardiac activity" and then they show this slide lol"
X Link 2026-02-04T21:11Z [----] followers, [----] engagements

"$NKTR I really need to start buying in the premarket when I know the story well and the data are great"
X Link 2026-02-10T17:18Z [----] followers, [----] engagements

"@A_May_MD $PEPG was available at half price for a few hours post 15mg/kg data last fall too"
X Link 2026-02-10T17:23Z [----] followers, [----] engagements

"IMO if there's a dagger in the heart of the $GOSS thesis it's that pbo-crossovers didn't do anything btwn 24-48mo. That said I still think it was way too cheap 1.5yr ago at $0.60 ($150M FD) based on data/upside and had to runup. That's essentially my thesis on $IKT today"
X Link 2026-02-05T18:10Z [----] followers, [----] engagements

"@trentkelp @Biotenic Ph2 did show some signals that the drug does something but you can't bank on that IMO - if you run [---] Ph2's with an inert drug some will show efficacy signals. Drug might be active but it might not be. When you see things like the above happening it should give you pause"
X Link 2026-02-06T19:33Z [----] followers, [--] engagements

"@yummyCenturyEgg @evrgn11112231 Agree great value on $MCO hoping it gets even richer. Are you Wrangler on VIC If so pleasure to meet you I am MrStingy https://www.amazon.com/dp/0966446143/bestFormat=true&k=the%20essays%20of%20warren%20buffett&ref_=nb_sb_ss_w_scx-ent-bk-ww_k0_1_20_de&crid=36G7U0XYGKMTI&sprefix=the%20essays%20of%20warren https://www.amazon.com/dp/0966446143/bestFormat=true&k=the%20essays%20of%20warren%20buffett&ref_=nb_sb_ss_w_scx-ent-bk-ww_k0_1_20_de&crid=36G7U0XYGKMTI&sprefix=the%20essays%20of%20warren"
X Link 2026-02-12T21:25Z [----] followers, [---] engagements

"Just discovered this. Thank you @plainyogurt and enjoy your coffee @Mykalt45 @plainyogurt21 has built a free tracker https://t.co/Sk4BPvMxXN @Mykalt45 @plainyogurt21 has built a free tracker https://t.co/Sk4BPvMxXN"
X Link 2026-02-13T17:53Z [----] followers, [----] engagements

"Looking forward to $AYTR failing and being dunked on by everyone as if I didnt say it probably would fail 😂 The bull argument is messy but I do think the bear arguments Ive heard are rather weak"
X Link 2025-07-29T17:19Z [----] followers, [----] engagements

"The matchup we all want to see @MartinShkreli @Pharmdca"
X Link 2025-07-30T21:51Z [----] followers, [----] engagements

"$GOSS nice run up lately. Reminder that positive TPIP data $INSM added $5.75B of market cap on the day of. On a fully diluted basis that would be $17/share for $GOSS Sharing a sensitivity analysis that predicts Ph3 6MWD delta based on performance in FC II pts. Recall that in Ph2 (which hit on PVR) 6MWD delta was weak (+6.5m) overall but strong (+37m) in FC III pts. FC II delta was an imputed -15.7m. strange because all of the hemodynamic endpoints moved in the same favorable direction in both groups. This time around the proportion of FC III pts is much higher than it was in Ph2 (74% vs."
X Link 2025-07-31T12:30Z [----] followers, 13.5K engagements

"$GOSS This might be where I'm converging https://t.co/OrsalKaMtY This might be where I'm converging https://t.co/OrsalKaMtY"
X Link 2025-08-02T19:19Z [----] followers, [----] engagements

"$GOSS Me too. Merck paid $11.5B for Acceleron and Winrevair (already run-rating $1B) was most of it. That was with Ph2 data. MC here is around $500M. GOSS has a good PoS in Ph3 would not compete with Winrevair (which btw only works for 1/3 pts) bc it has a different MOA @Vulpescap I'm getting a similar feeling to $ABVX on this one: it's high upside if it reads out extremely positive and likely to hit statistical significance. Phase [--] late stage readout with [--] as the downside. @Vulpescap I'm getting a similar feeling to $ABVX on this one: it's high upside if it reads out extremely positive and"
X Link 2025-08-05T16:30Z [----] followers, [----] engagements

"@adamfeuerstein Hey Adam Your reporting of recent events at the FDA caused the share price of my favorite biotech ShitCo to go down. Would you mind turning yourself into the SEC please Thx Best Twitter mob"
X Link 2025-08-05T17:19Z [----] followers, [----] engagements

"$ATYR @cigs1234 @anthonystaj @A_May_MD"
X Link 2025-08-12T21:07Z [----] followers, 20.8K engagements

"$PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate violently on positive data (as they did last spring; low float) which appears reasonably likely. Normally I don't trust management teams of negative EV biotech to preserve value on failure BUT I do not think a slow grind to zero is a likely outcome post-DM1-failure at PEPG. RA Capital led PEPGs series A owns about a third of the company and occupies two board seats. Moreover PEPGs CEO is an ex-RA venture partner. Peter Kolchinsky RAs founding partner is very outspoken"
X Link 2025-08-13T18:38Z [----] followers, 14.8K engagements

"@A_May_MD @EggCapitalWS You can write us all celebratory obefazemod prescriptions and we'll all snort it"
X Link 2025-08-20T20:14Z [----] followers, [----] engagements

"#MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month"
X Link 2025-08-25T14:16Z [----] followers, [----] engagements

"Are there any atopic derm investors looking at $IMA Recently reverse merged into $IKNA. Credible PIPE investors (Deep Track RTW Foresite paid more than double today's price. Approximately zero EV OX40 (yes me-too) (maybe better PK/tox the "dream" mgmt is selling). FIH data all open-label but looks okay and with validated MOA can be pretty sure it works. Still digging. Ph2b data YE26 @anthonystaj @A_May_MD @bingbingbom @plainyogurt21 https://twitter.com/i/web/status/1960020058509582592 https://twitter.com/i/web/status/1960020058509582592"
X Link 2025-08-25T16:42Z [----] followers, [----] engagements

"The $ATYR readout is a cant-lose situation insofar as we are guaranteed a look at [--] of [--] patronizing twitter trolls losing a large amount of money. In one corner we have @TCellEngager who has shorted as much as his broker lets him and (unprovoked) insults anyone who says POS is low but nonzero. In the unlikely case of very good data he could lose multiples of his entire portfolio (if not exaggerating about sizing). In the other corner we have @cigs1234 who pretends to be a doctor inflates his performance for clout and insults people with PhDs/MDs for digging too deep into the data/literature."
X Link 2025-09-01T14:26Z [----] followers, 11.9K engagements

"Wild to see $NKTR up 5% premarket on @Pharmdca lifting the curse again Sublime. $NKTR https://t.co/4vrWmhNHaf Sublime. $NKTR https://t.co/4vrWmhNHaf"
X Link 2025-09-05T11:20Z [----] followers, [----] engagements

"$STOK Well that's up a lot. Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but https://t.co/tBOncO9L3A Posting a long-form thesis. $STOK is developing zorevunersen for the treatment of Dravet Syndrome. Zorvunersen a great asset (high PoS probably best-in-class) that you can buy at a great price because 1) there is a catalyst desert 2) many expected them to get acquired but"
X Link 2025-09-07T08:04Z [----] followers, [----] engagements

"$ATYR My only position in this is that nobody actually KNOWS what is going to happen. I'll be surprised if PEP hits but there are some folks acting like they cannot possibly be wrong as if is SAVA which it is not (POC trial has not been run yet). If it does hit some of these people (based on what they've said) will be 100% wiped out. This would be satisfying in the same way it was satisfying to watch @MattNachtrab trolling everyone and then predictably losing $70000000 on SAVA. I am not talking about @MartinShkreli and @anthonystaj who I generally agree with on most other setups and who are"
X Link 2025-09-07T12:00Z [----] followers, 13.4K engagements

"Is anyone else unable to use this app without repeatedly seeing videos of a motionless man get punched in the head or an innocent woman getting stabbed in the neck and bleeding out @nikitabier it would be so cool if that wasnt the price of using this app"
X Link 2025-09-09T22:46Z [----] followers, [----] engagements

"$GOSS Also a good example of why buying good value despite a catalyst desert can make you a lot of money with no clinical risk (outside of a clinical hold). Same can be said of $STOK Do not fear the desert $GOSS is a great example of analyst chasing price he could have upgraded at [--] cents $1 or $2 but he waits until its nearly $3 because he cant take how stupid he looks having it as a hold with the stock up 5X $GOSS is a great example of analyst chasing price he could have upgraded at [--] cents $1 or $2 but he waits until its nearly $3 because he cant take how stupid he looks having it as a"
X Link 2025-09-10T13:54Z [----] followers, [----] engagements

"$STOK "I shorted more because now I know the stock is dead money for at least the next year"👀 I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning 26% annually the whole time. When I I shorted more because now I know the stock is dead money for at least the next year" he told me. The concept of "Dead Money" never made sense to me. if you own something for [--] years and it does nothing then doubles you were earning"
X Link 2025-09-12T13:43Z [----] followers, [----] engagements

"@BichonRedux @taobanker So now youre broke again"
X Link 2025-09-20T14:48Z [----] followers, [----] engagements

"$PEPG Bought a pretty sizeable chunk for $1 happy I did. BIC 50% splicing correction is great but not surprising. The safety profile looks a little better than I was expecting. Happy to see it. $PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate violently on positive data (as they did last spring; low float) which appears reasonably likely. Normally I don't trust management teams of negative EV $PEPG Getting a look at 15mg/kg single-dose cohort in 4Q25 for less than net-cash at time of readout. Shares could re-rate"
X Link 2025-09-24T21:22Z [----] followers, [----] engagements

"Seems $PEPG fully diluted share count after that raise is about 75M if Im not mistaken. $500M of market cap = $6.7/sh $1B of market cap = $13.3/sh"
X Link 2025-09-25T06:51Z [----] followers, [----] engagements

"$GUTS This data looks a lot better than what I was expecting #MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month #MeToo Wish I could have gotten 2x warrant coverage at no cost like some people on this app but I do think the upside here is worth the risk and theres a reasonable chance it could work. Speed of enrollment tells me theres a real market for this. Data this month"
X Link 2025-09-26T13:17Z [----] followers, [----] engagements

"$GUTS O Heavenly Father please turn this stock I own into a meme stock. Its got a fun ticker huge TAM story is easy to understand relatable tech works catalyst rich and it should appeal to WSB. 🙏🙏🙌"
X Link 2025-09-26T14:08Z [----] followers, [----] engagements

"$GUTS Going into this readout I was most concerned about: 1) divergence on weight regain relative to SURMOUNT-4 trial due to post surgery recovery/general appetite loss 2) noise and under powering Both of those seem non issues now for the pivotal trial. If you had to choose one thing to get nervous about it would be durability of response but we already have [--] week data from them in an open label weight loss trial (no GLP) and it looks good. So. Im a little surprised its not a lot higher today given the TAM and the appetite for it. The raise was pretty awful but the valuation is still plenty"
X Link 2025-09-26T14:50Z [----] followers, [----] engagements

"@seedy19tron @A_May_MD After hours so as not to move the market too wildly"
X Link 2025-09-26T17:00Z [----] followers, [----] engagements

""Deal not big enough for $VKTX to accept""
X Link 2025-09-29T05:38Z [----] followers, [----] engagements

"How it feels to have made money on the epic $KALA run up If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7 If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats https://t.co/ZMsiazoPM7"
X Link 2025-09-29T12:49Z [----] followers, [----] engagements

"New strat: if a very high profile readout is happening within days and @adamfeuerstein is still posting on it (like $MLTX) then he is not embargoed and that's a very bad sign FAQ on how I handle news embargoes. What is an embargo News in my case usually clinical trial results or some other material non-public information that is offered to me early by a publicly traded company. Why would a company share news with you (a reporter) under FAQ on how I handle news embargoes. What is an embargo News in my case usually clinical trial results or some other material non-public information that is"
X Link 2025-09-29T18:01Z [----] followers, 10.4K engagements

"$GUTS Hindsight is 20:20 but in retrospect I wish I'd have bought more on this data in August. I was concerned that sham could have caused a delta in three months but in retrospect if that were true then one of the largest unmet needs in obesity (post-GLP1 weight maintenence) could be solved with a routine endoscopy and a week of soft foods. I was also concerned about noise SD and the probability of statsig even if the effect were real. These error bars on n = [--] should have given me comfort. Glad I bought some at $1 and in retrospect buying at $1.15 with awesome 3-month randomized data in"
X Link 2025-09-30T18:17Z [----] followers, [----] engagements

"$GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too many to name I watched from afaryet felt the flame. Then came Fractyl a different way A duodenal tune-up to keep fat at bay. No needles no shots no monthly fright Just a scope and a shimmer of thermal light. Their Revita tool like pruning a vine Burns out the old cells lets new ones align. Born from diabetes a metabolic twist Now moonlights in obesitys mist. See when the GLP-1 journey ends Most gain it backthe curve descends. Seventy percent of the weight returns And"
X Link 2025-10-07T21:03Z [----] followers, 27.4K engagements

"$LQDA Adding to @fin_capital 's doc survey putting current pts on Yutrepia at [----] -- I'm not a statistician but I know someone who is (o5-pro) and using a Taylor Linearized Variance Estimator to get a 95% confidence interval it gets 1.6K - 3K. Bottom end waay above sellside"
X Link 2025-10-10T18:37Z [----] followers, [----] engagements

"Anyone know the statute of limitations on insider trading"
X Link 2025-10-12T22:22Z [----] followers, [----] engagements

"$NKTR While I 1) am very bullish 2) don't see this as bearish and 3) expect settlement news soon courts are funded to Oct [--] in the shutdown. Why is this being interpreted as anything other than gov-shutdown related It's happening all over this isn't isolated"
X Link 2025-10-14T22:36Z [----] followers, [----] engagements

"$PESI Makin' glass. One of the few times I go outside of biotech in size. Margin of safety on this at $7/8 was incredible. Gov shutdown might introduce some volatility but PESI's earnings will go up LT on effluent waste from Hanford - it's legally mandated"
X Link 2025-10-15T17:26Z [----] followers, [----] engagements

"Something I have not seen sell side mention regarding $IFRX in CSU is the fact that innate bio achieved 100% receptor occupancy with their anti-C5aR-mAb and never published results from their prematurely ended Ph2 in CSU in the early 2020's (dosed 450mg weekly)"
X Link 2025-10-17T20:10Z [----] followers, [----] engagements

"Unfollowing @BillAckman will declutter your feed unlike anything else you can possibly do"
X Link 2025-10-26T21:49Z [----] followers, [----] engagements

"If this guy starts tweeting about my holdings Im liquidating immediately Expect another Grade [--] liver elevation from $NTLA As long as it is transient no Hys Law and clears by itself it is a non-issue imo. However we know how the market likes to punish Intellia for sneezing so it would be foolish to not expect red on that news. Expect another Grade [--] liver elevation from $NTLA As long as it is transient no Hys Law and clears by itself it is a non-issue imo. However we know how the market likes to punish Intellia for sneezing so it would be foolish to not expect red on that news"
X Link 2025-10-27T12:20Z [----] followers, 10.3K engagements

"The ivermectin junkie who is afraid of mRNA thinks he is a level above the $NTLA guy"
X Link 2025-10-27T12:36Z [----] followers, [----] engagements

"$NTLA Its FUD I added"
X Link 2025-10-27T14:53Z [----] followers, [----] engagements

"$GUTS Puzzled to see it down this much but I think it's $NTLA contagion. I own .33% of the company and wouldn't mind seeing their gene tx die a quick death so they can allocating capital to it. @harithr @FractylHealth"
X Link 2025-10-27T16:06Z [----] followers, [----] engagements

"If I had to bet my life on a single conspiracy theory being true it would be this one LONG $NKTR: now that the shopping Season for $LLY has started - Could this be for $NKTR https://t.co/B2hqbIX6BI LONG $NKTR: now that the shopping Season for $LLY has started - Could this be for $NKTR https://t.co/B2hqbIX6BI"
X Link 2025-10-27T17:23Z [----] followers, [----] engagements

"$LQDA Damn this Yutrepia thing really works huh"
X Link 2025-10-28T18:32Z [----] followers, [----] engagements

"@fakepharmabro Better drug taking share launch going well low relative valuation to UTHR and peak sales"
X Link 2025-10-28T19:20Z [----] followers, [----] engagements

"$WVE Me and the boys [--] months after WVE-007 gets approved"
X Link 2025-10-29T18:33Z [----] followers, 10.6K engagements

"Seems $IMVT finally moving on $ARGX numbers. Kind of feels like $IMVT is the last of a dying breed -- quality biotech in the valuation doldrums. Hasn't participated in the rally - prob because of the catalyst desert. Happy to own and accumulate time for lowering the CG tax rate. $ARGX reported 3Q25 Vyvgart revenues of $1.13bn citing strong growth for both gMG and CIDP franchises $IMVT #Biotechs $ARGX reported 3Q25 Vyvgart revenues of $1.13bn citing strong growth for both gMG and CIDP franchises $IMVT #Biotechs"
X Link 2025-10-30T16:53Z [----] followers, 10.8K engagements

"$IMVT oh never mind there is a betaville takeout rumor. Not shocking: 1) [--] jillion Ph3 readouts in next few years 2) Validated target 3) FIC in some indications BIC () in others 4) Huge value disconnect w $ARGX 5) ROIV already owns 60% One of my largest pos'ns (@ $15 avg) Seems $IMVT finally moving on $ARGX numbers. Kind of feels like $IMVT is the last of a dying breed -- quality biotech in the valuation doldrums. Hasn't participated in the rally - prob because of the catalyst desert. Happy to own and accumulate time for lowering the CG tax rate. Seems $IMVT finally moving on $ARGX numbers."
X Link 2025-10-31T00:47Z [----] followers, [----] engagements

"$WVE '007 could work and become very valuable but I decided to pass for now. The gambler in me wants to participate but you really have to bet that humans will lose weight like mice do in response to the admittedly impressive knockdown. Yes heterozygous nulls have better metabolic biomarkers and .waist to hip ratio. (feels like a consolation prize since there's no difference w respect to BMI or body fat %) but they've also been that way their entire lives. Can you get that improvement over the course of a trial Maybe. Maybe not. IDK. That's why it feels like gambling. Puzzling too that there"
X Link 2025-10-31T01:00Z [----] followers, [----] engagements

"@GeneInvesting Hav you ever done the math on how much money you have if all your NTLA money went into ABVX pre data once it was clear the trial was going to work"
X Link 2025-11-02T16:39Z [----] followers, [----] engagements

"$QURE PROBLEM: FDA does not find a non-controlled n=13 trial to be registrational. SOLUTION: Sell companies with data from large controlled trials that show efficacy in indications with huge unmet needs"
X Link 2025-11-03T15:34Z [----] followers, [----] engagements

"$LQDA Pretty awesome quarter. I think the current valuation pretty well values a PAH-only scenario: protecting the downside a lot (in the long term). UTHR is runrating about $2B in inhaled. Probably 45% of that is PAH (it was [----] per earnings call in 4Q23. LQDA is captured about 75% of new patient adds last quarter (UTHR inhaled grew $14.8M vs. LQDA at $45.2M). In some years current % of adds will approximate market share as patient population replaces itself (PAH is not a good condition to have.). Let's just say LQDA get's 60% of $1B PAH inhaled market. 3X sales = current market cap."
X Link 2025-11-03T16:28Z [----] followers, [----] engagements

"$NKTR First look asthma data for Rezpeg on Saturday evening"
X Link 2025-11-03T18:44Z [----] followers, [----] engagements

"$SRPT @Pharmdca He strides online at markets open Prophecies typed convictions spoken. Science be damned he knows the score The more he posts the less its sure. No insight no data no slide no source Just vibes and trust me no discourse. Each ticker he blesses each one he hypes Each stock he buys the market snipes"
X Link 2025-11-04T02:18Z [----] followers, [----] engagements

"@CloisterRes I dont usually call out copium but. Come on lol"
X Link 2025-11-05T02:58Z [----] followers, [---] engagements

"$NTLA @GeneInvesting Did the shorts get what they deserved"
X Link 2025-11-06T21:57Z [----] followers, [----] engagements

"$NTLA Revenue up 52% YoY @GeneInvesting"
X Link 2025-11-06T22:00Z [----] followers, [----] engagements

"$NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of atopic dermatitis patients. These compelling data give rezpegaldesleukin a unique position in the competitive landscape as this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development""
X Link 2025-11-06T22:39Z [----] followers, [----] engagements

"$NKTR "this efficacy signal has not been observed with other biologic mechanisms recently approved or in advanced development" $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin to treat atopic dermatitis and co-morbid asthma which occurs in about 25% of $NKTR Earnings PR asthma nugget. Data Saturday. "We will present important new findings from REZOLVE-AD this weekend at the ACAAI Scientific Meeting highlighting the potential of rezpegaldesleukin"
X Link 2025-11-06T22:40Z [----] followers, [----] engagements

"I bought a little $BHVN. Don't care about troriluzole/FDA drama at all at this price. Kv7 is a somewhat validated mechanism in MDD (ezogabine XENE1101 to some extent). XENE's MDD trial arms were relatively small but there were efficacy signals. BHVN is only running two arms so wil have much better power. Caveat being that you can't really compare PD of these drugs (I don't take the EEG data to mean much maybe I'm wrong on that). Other caveat is that MDD trials are hard to run well and easy to screw up. I put this trial at 40%-50%. Data by EOY IgG degrader looks interestning. Deeper and faster"
X Link 2025-11-10T17:11Z [----] followers, [----] engagements

"@commonsenseplay When you brag about intraday gains in stocks you don't know anything about for reasons you can't explain it has the opposite effect that you think it has"
X Link 2025-11-11T19:07Z [----] followers, [---] engagements

"Scorpion Capital if $NTLA ever gets a drug approved $SLNO"
X Link 2025-11-11T20:02Z [----] followers, [----] engagements

"$SLNO out here functionally shorting it's own stock at $85 I bought in the high $40's. I'm skeptical of Scorpion's ability to influence public perception long-term. Unmet need. Monopoly for forseeable future. $2.5B for a blockbuster seems attractive"
X Link 2025-11-11T23:57Z [----] followers, 15.6K engagements

"$BHVN Humungous insider buying at BHVN (possibly)"
X Link 2025-11-12T15:59Z [----] followers, [----] engagements

"Some of us are still expecting data/catalysts before end of year $BHVN $GUTS $NKTR $LQDA $XBI Glad [----] ended up being a banner year for many If you kept your cool managed risk didn't get blown out in April you posted very solid double digits. Maybe even triple If you were overweight some shitco then I guess that's the end of your biotech journey ()/ $XBI Glad [----] ended up being a banner year for many If you kept your cool managed risk didn't get blown out in April you posted very solid double digits. Maybe even triple If you were overweight some shitco then I guess that's the end of your"
X Link 2025-11-12T16:01Z [----] followers, 10.1K engagements

"$GUTS Nice lil' nugget of data dropped in the 10-Q yesterday. German open-label study continues to mature w [--] patients completing one year of follow up and [--] completing [--] years. Observed durability bodes will for 6-month timepoint OL data (6-mo) EOY RCT data (6-mo) 1Q26"
X Link 2025-11-13T12:05Z [----] followers, 19.5K engagements

"I was about to sell my house in the Boston suburbs to a young couple with good jobs and a bright future but at the last minute an illegal who does roofing when he can find the work submitted a topping bid so I sold it to them instead .@VP: "A lot of young people are saying 'housing is way too expensive.' Why is that Because we flooded the country with [--] million illegal immigrants who are taking houses that ought by right go to American citizens. what we're doing is trying to make it easier to build https://t.co/36ahzuY12G .@VP: "A lot of young people are saying 'housing is way too"
X Link 2025-11-13T22:09Z [----] followers, [----] engagements

"@CoinbasedBTC @KiefChief69 @anthonystaj What % short were you yesterday"
X Link 2025-12-03T20:53Z [----] followers, [---] engagements

"@edcollins23 @JialiangLiang @longonlybio Hope you didnt put your money here https://www.amylyx.com/news/amylyx-pharmaceuticals-announces-topline-results-from-global-phase-3-phoenix-trial-of-amx0035-in-als https://www.amylyx.com/news/amylyx-pharmaceuticals-announces-topline-results-from-global-phase-3-phoenix-trial-of-amx0035-in-als"
X Link 2025-03-29T17:34Z [----] followers, [--] engagements

"$GUTS is anyone else surprised that Fractyl Health a gene therapy/GLP1 company with a fun ticker is not a meme-stock"
X Link 2025-07-30T18:07Z [----] followers, [----] engagements

"$PESI After [--] years and tens of billions of dollars it looks like we will be making glass this weekend. PESI could conservatively be making $2/sh for the next few decades once this plant fully ramps. Thank you to senator @PattyMurray for the opportunity to buy shares at $8"
X Link 2025-10-09T18:01Z [----] followers, [----] engagements

"@svix_enjoyoor @zipjet @sleepyjoe179835 @mbamcnulty Link pls"
X Link 2025-11-06T13:30Z [----] followers, [---] engagements

"$aytr trial will probably fail but dont short dev stage biotech unless you really know what youre doing. Enrollment requires parenchymal lung disease which is stage [--] and above. Dont expect overwhelming majority to remit. and [--]. the overwhelming majority of mild patients recover without steroids this point is constantly glossed over by bulls. I have yet to read a single sell-side or bullish report contending with this fact. people actually don't need steroids long term and the current clinical https://t.co/VDeTQndpzE and [--]. the overwhelming majority of mild patients recover without steroids"
X Link 2025-07-29T15:32Z [----] followers, 27.4K engagements

"@GeneInvesting I am hiring. Plz tell me your highest conviction idea and how it has performed over the last [--] years"
X Link 2025-10-31T19:47Z [----] followers, [---] engagements

"2025 BioX Year in Review Not to be taken seriously: $XBI A long time ago in a galaxy between San Diego and Boston a traveler arrived at the gates of BioX on January 1st [----]. The feeling was uneasy. Against all common wisdom to jump on the next big AI startup Bitcoin or index in big tech they'd felt a calling to biotech. One clinical trial readout sending a stock up 100% and now theyre hooked. But aimless. "Welcome young traveler" came a voice from the shadows like a Jedi master who'd seen a thousand battles. @sports_bios emerged dressed in robes the color of tulips his presence"
X Link 2025-12-27T14:54Z [----] followers, 29K engagements

"Inspired by another list for general investing I put together a list for biotech investors. Includes news Financial Regulatory scientific sources. Does not include blogs/twitter etc. I want to highlight a few I find valuable and/or fly under the radar. Thanks to all you reached out or commented resources. I included most of them. Also not sponsored by any of the sources mentioned. Pharmagellan Read it. Read the references. Subscribe to Frank David. The Pharmagellan books are the best introduction to biotech investing and the tricks of the trade. They offer an in-depth exploration of how to"
X Link 2024-10-04T17:30Z [----] followers, 42.2K engagements

"$SRPT #FDA #CBER $REPL"
X Link 2025-07-30T02:15Z [----] followers, 39.2K engagements

"$QURE Let me save you thousands in KOL calls. Patients have nothing and NEED something. If covered they'll take it Some vague waffling about the MOA and insurance coverage. Likely vague concerns on infrastructure and side effects from gene therapy. May not like the non RCT data but whatever it'll be approved (they don't know what "propensity matched" means anyway)"
X Link 2025-09-25T01:19Z [----] followers, 21.9K engagements

"$QURE I completely understand the concerns on the dataset (in fact I raised these exact concerns before it was released but the problem is two fold 1) you can't design a trial to hit prior endpoints if the FDA changes the guidance on endpoints. How is a biotech supposed to design trials 2) This is the point for accelerated approval: Approve the drug on the basis of meh but positive data. Require a full trial and check results. Everything SHOULDN'T require an RCT for approval. In an ideal world statistical rigor triumphs.but the point of flexibility is to allow us to place the onus on doctors"
X Link 2025-11-03T14:59Z [----] followers, 33.5K engagements

"@ClearPath100 I know the answer: it didn't change. They pivoted from using the biomarker and no longer show it. THERE IS NO HUMAN EVIDENCE OF TARGET ENGAGEMENT in the HIGH DOSE cohort. not saying it won't work.but to say we have human evidence is wrong"
X Link 2025-08-02T12:25Z [----] followers, 35.4K engagements

"Let's look at a behemoth in medical Devices $ISRG Intuitive Surgical. with 5000+ words in the write-up a twitter thread isn't viable for all of the research. Link to the post here which includes a linked excel model and easier to navigate word doc: https://adus.substack.com/p/intuitive-surgical-deep-dive-aimed https://adus.substack.com/p/intuitive-surgical-deep-dive-aimed"
X Link 2021-07-23T02:59Z [----] followers, [---] engagements

"I see a lot of "My KOL said this" in biotech but KOL calls are often low value and genetic. We have to do them right to get any value. I've been on all sides of this industry so I can speak to how it works the major issues and how to improve it. Basics for finding a KOL: Screener - go to network (GLG SLingshot Guidepoint Tegus) - blast email screener out to contacts - receive response and select expert - do call. Sometimes you have a specific doctor in mind. Major issues [--]. KOL variability: I can find you a KOL to say anything. There's MDs out there saying ivermectin cures cancer. On a more"
X Link 2025-05-04T13:00Z [----] followers, 18.7K engagements

"$ALNY $BBIO and there we have it. Commercial policy from united healthcare requires prior ATTRUBY or VYNDA for using vutrisiran. Not a universal step edit but on the margins this cuts out a significant % of the population"
X Link 2025-07-06T15:28Z [----] followers, 44.7K engagements

"New post up exploring regulatory flexibility at the FDA. Link to S****k in Bio. Walk through some of the history and my framework. Then discuss current opportunities/drugs using flexibility like $RCKT $LXEO $CAPR $EWTX $QURE $SLNO $DNLI $IRON $RGLS. Some of my takeaways FDA flexibility goes in cycles and were in a cycle of increased rare disease flexibility P values are less important than showing signal for a drug with an unmet need The new administration shouldnt change much. Makary is open to new types of evidence. Vivek is a biotech guy. Marks is signaling hed like to continue. The FDA"
X Link 2024-12-20T21:23Z [----] followers, 31.3K engagements

"We finally have long term data from sarepta: looks like Peter Marks may have been justified in approving the therapy: looks like the drug works. $SRPT"
X Link 2025-02-24T20:17Z [----] followers, 13.1K engagements

"Been getting some questions about how to do biotech analysis (coming from generalists) Also see many lament lack of generalist interest in biotech So I wrote about my process and how I think about it. Hopefully this makes biotech a tad more accessible to all. Lots"
X Link 2025-03-18T17:17Z [----] followers, 10.4K engagements

"We should close the market for the rest of the day for @Sports_bios a true legend among all of us. He was one of the first few I saw on bio twitter and only knew for a few years. Thank you"
X Link 2025-06-26T18:07Z [----] followers, [----] engagements

"see here for list. including company drug reasons and path forward. #fda I've added the PRs for each of the CRLs and if the CRLs "agrees" with the Associated Press release. For example Some companies may not discuss the totality of the CRL ($APLT) https://docs.google.com/spreadsheets/d/14-KDwqXsNF6bD_IS3-IRrwmliEkhmOAS_UPCQ00x5vc/editusp=sharing https://t.co/KKKEmZeyyu Big deal https://docs.google.com/spreadsheets/d/14-KDwqXsNF6bD_IS3-IRrwmliEkhmOAS_UPCQ00x5vc/editusp=sharing https://t.co/KKKEmZeyyu Big deal"
X Link 2025-09-04T16:58Z [----] followers, 10.1K engagements

"Big deal https://www.fda.gov/news-events/press-announcements/fda-announces-real-time-release-complete-response-letters-posts-previously-unpublished-batch-89 https://www.fda.gov/news-events/press-announcements/fda-announces-real-time-release-complete-response-letters-posts-previously-unpublished-batch-89"
X Link 2025-09-04T15:16Z [----] followers, 17.2K engagements

"For any Ronnie Coleman fans out there who's stocks are down on earnings"
X Link 2021-11-04T16:29Z [----] followers, [--] engagements

"$BBIO $ALNY $PFE. People are underestimating the near term tailwinds for a strong ATTRuby launch from BridgeBio. After seeing the labels and pricing dynamics I firmly believe the near term launch will be stronger than expected. My Bottom Line: The label reimbursement landscape and clinical data support Attruby on par or better than Amvuttra in the near to medium term. Formularies will cover the drug starting in Q1 and management has made it easy to start patients on free trials. Based on new patient diagnosis and tafamidis progressors. I expect 400M in [----] revenue for both Attruby and"
X Link 2025-04-14T19:11Z [----] followers, 26.3K engagements

"This weekend's company breakdown is Intellicheck a company I'm bullish on. It's both a high growth SaaS stock and a reopening play. I believe the assumptions priced in are conservative. 1/"
X Link 2021-04-17T18:22Z [----] followers, [--] engagements

"Some recent buzz around $MYO so I thought I would do a thread to summarize my research. Read at your own peril. :)1/"
X Link 2021-02-13T16:23Z [----] followers, [--] engagements

"$CYTK This is why you cant rely on KOL opinions pre data. Now that MAPLE is out everyones views will shift. Imo this definitely places afi mava and makes an argument to payors to allow it. Even if not docs will switch quickly. H/t to locked acct for images live"
X Link 2025-08-30T09:55Z [----] followers, [----] engagements

"Me trying to explain - why Im mourning an anonymous account whom I know through talking about biotech and a tulip profile pic - tuning into a spaces with a guy who goes by Seedy - why most of my followers and following have completely nonsensical profile names Positive Unexpected Value: the friends made along the way Positive Unexpected Value: the friends made along the way"
X Link 2025-10-25T17:45Z [----] followers, 11.5K engagements

"Positive Unexpected Value: the friends made along the way"
X Link 2025-10-25T15:13Z [----] followers, 24.8K engagements

"New writeup posted: This one's on the twitter fav $CLPT. Most of the info might not be new for those following the story closely. However I think it's the first write-up to put a valuation on the biologics side"
X Link 2022-04-05T23:27Z [----] followers, [--] engagements

"$ATYR I want them to release results just so all these tweets stop clogging up my damn feed"
X Link 2025-08-04T01:47Z [----] followers, 10.5K engagements

"As we approach Q4 here's the catalyst Tracker for any company with active SEC filings. LMK if a company is missing and I can add it. https://www.subradata.com/catalyst_data_display Last couple weeks have been electric. May the thunder roll into Q4 $XBI $BBC Some upcoming catalysts that are on my radar: $JANX PSMA / EGFR Ph1 $AGIO PKR SCD Ph3 $FULC SCD Ph1b $RZLT cHI Ph3 $GOSS PAH Ph3 $ZBIO IgG4-RD Ph3 $IMVT TED Ph3 $PVLA cVM Ph2 $BBIO ADH1 Ph3 / LGMD2i https://www.subradata.com/catalyst_data_display Last couple weeks have been electric. May the thunder roll into Q4 $XBI $BBC Some upcoming"
X Link 2025-09-30T23:38Z [----] followers, 17.6K engagements

"Last couple weeks have been electric. May the thunder roll into Q4 $XBI $BBC Some upcoming catalysts that are on my radar: $JANX PSMA / EGFR Ph1 $AGIO PKR SCD Ph3 $FULC SCD Ph1b $RZLT cHI Ph3 $GOSS PAH Ph3 $ZBIO IgG4-RD Ph3 $IMVT TED Ph3 $PVLA cVM Ph2 $BBIO ADH1 Ph3 / LGMD2i Ph3 IA $JNJ DUET IBD Ph2b $GPCR oGLP-1 Ph2b $CNTA OX2 NT1/2 & IH Ph2a $ALKS OX2 NT2 Ph2 $ALEC FTD-GRN Ph3 $BMY KarXT ADP Ph3 $SNY / $INBX AATD Ph2 $KRRO AATD Ph1 FIH $EWTX o/nHCM Ph1/2 $SRPT / $ARWR DM1 / FSHD Ph1 FIH $DYN Ex51 DMD Ph1/2 $RNA DM1 / DMD Ph1/2 OLE $RHBBY MSTN FSHD / SMA Ph2 $WVE / $ARWR INHBE Ph1/2 FIH"
X Link 2025-09-30T04:50Z 12.9K followers, 51.1K engagements

"Collecting some thoughts on $UTHR and Teton Results coming in the next month. Most people aren't paying attention but imo this is a serious stock moving event. I'm fairly certain it fails. It's frustrating to see companies make the same mistake over and over in IPF.: Taking small short term trials with funky stats analysis showing some benefits into a fundamentally different phase [--] trial design. Examples: $PLRX - Bexotograst only one subgroup with a weird curve leading to benefits. $FGEN - phase [--] used imputed results to show efficacy also outliers Zinpentraxin Alfa - small trial with"
X Link 2025-09-01T22:19Z [----] followers, 42.3K engagements

"$MBX Think the upcoming Phase [--] readout won't hit. Even if it does "hit" it won't reach equivalence to Yorvipath (50%+ placebo adjustd delta imo). The FDA endocrine division is also one of the stricter divisions. Endocrinology is straightforward: you miss a hormone replace that MF hormone replicate the signalling we usually have. MBX [----] is reading out a phase [--] trial in Hypoparathyroidism. [--] week trial of a weekly PTH replacement. They should have read the trial out already but yet we wait. Let's break down the red flags. Summary 1) These are unserious people: They're estimating a"
X Link 2025-09-09T19:00Z [----] followers, 27.1K engagements

"I created a website (very barebones don't laugh) to allow you to receive email updates on elinical trial changes for companies. If you A) create an account and B) input a list of tickers you can receive a daily email on any changes in the last [--] days for your coverage list"
X Link 2023-08-30T17:30Z [----] followers, [----] engagements

"Imagine if everything in investor presentations actually happened"
X Link 2021-11-14T13:54Z [----] followers, [--] engagements

"$MLTX Gonna hurt some people at BVF Cormorant"
X Link 2025-09-28T16:20Z [----] followers, 13K engagements

"Everyone in biotech is gonna dunk on this but his type of investment should be encouraged. Imagine if all the cumulative brainpower and $ currently spent optimising ads was instead spent curing diseases I've met two YC startups this summer that have cancer cures ready for clinical trials and I've heard of several others that do. It feels like something is going to happen. The world may be very different in [--] years. I've met two YC startups this summer that have cancer cures ready for clinical trials and I've heard of several others that do. It feels like something is going to happen. The"
X Link 2025-08-26T12:00Z [----] followers, 19K engagements

"I've met two YC startups this summer that have cancer cures ready for clinical trials and I've heard of several others that do. It feels like something is going to happen. The world may be very different in [--] years"
X Link 2025-08-25T21:47Z 2.2M followers, 951.5K engagements

"So is it time to just mega long every binary that may hit stat sig but question over meaningfulness. Boy do I have a list for you VYNE topline almost cerrtainly positive LRMR only biomarker and safety spin coming FULC Also biomarker but where is the data QURE topline cUHDRS would have to fall off a cliff to fail MBX maybe they did [--] work but somehow the PTH taper is positive d/t trial design. CYBN probably counts"
X Link 2025-07-28T17:43Z [----] followers, [----] engagements

"$MYO spoke with the CEO yesterday and I updated my write-up with my takeaways here: https://adus.substack.com/p/myomo-writeup-myo-bullish https://adus.substack.com/p/myomo-writeup-myo-bullish"
X Link 2021-03-21T02:30Z [----] followers, [--] engagements

"Thought Id join the Fintwit weightlifting 🏋♂ club: finally hit a [---] deadlift 155BW. @lhamtil"
X Link 2022-10-12T16:07Z [----] followers, [--] engagements

"$BBIO. I am seeing a lot of formulary coverage documents adding Attruby at the beginning of March (major ones line United Aetna etc). Putting aside medicare coverage this commercial coverage could lead to a big 2Q in revenue"
X Link 2025-03-10T02:42Z [----] followers, [----] engagements

"$TECX great article by @GongDennis on Tectonic and why the LLY trial isn't applicable. Doesn't mean relaxin works in group [--] PH just that the LLY volenrelaxin trial is too different to draw conclusions. His conclusions ( I agree with these) 1) Overdosing - LLY is dosing 100X based on concentrations and potency 2) trial population - Required recent hospitalization while TECX does not. Remember LLY trial in HFpEF. TECX and AZN in Group [--] PH (a result of HFpEF) different states. 3) TPR - peripheral resistance was [--] WU highly elevated. RElaxin vasodilates. We vasodilate people where constriction"
X Link 2025-09-13T21:16Z [----] followers, 14.9K engagements

"iykyk 🚩🚩🚩"
X Link 2025-04-27T12:07Z [----] followers, [----] engagements

"Gonna be honest about the $NKTR if youre selling for the 30-40% thats the right move for you. Im in the stock for a zero or hero move.pennies are made elsewhere (Consider me a degenerate for this)"
X Link 2025-06-23T21:39Z [----] followers, 10.3K engagements

"Still cant believe consensus is 200M I wrote this article two weeks ago. My 450M prediction stands for [----] ATTRUBY $BBIO If youre concerned about amvuttra I lay out why Im not worried. Ive been pounding the table for six months on ATTR as a market $BBIO $ALNY $PFE. People are underestimating the near term tailwinds for a strong ATTRuby launch from BridgeBio. After seeing the labels and pricing dynamics I firmly believe the near term launch will be stronger than expected. My Bottom Line: The label reimbursement https://t.co/nk27s50QiK $BBIO $ALNY $PFE. People are underestimating the near term"
X Link 2025-04-29T20:39Z [----] followers, 12.5K engagements

"I wrote about regulatory flexibility in December and Peter marks was a key player. I write about his departure and the impact of FDA layoffs now. TLDR: Its bad right now. People at the FDA Investors and Biopharma Companies face uncertainty. But biotech and the FDA be okay in the long term. I walk through my thoughts on near term and long-term impacts. I go through some of the companies who may be impacted from a strained FDA in the short and longer term. I appreciate any thoughts"
X Link 2025-03-30T17:32Z [----] followers, 26.6K engagements

"This is interesting: 50% of $NTLA patients are NYHA class [--] but the median NT proBNP is still only [----]. All the other trials enrolled patients with higher median NT proBNP with lower % Class [--]. Why the delta we know NT proBNP is more objective biomarker"
X Link 2024-11-16T16:56Z [----] followers, 17.4K engagements

"$GOSS Gonna put thoughts out here as I work through this. Rough but trying to parse the PoC data and think out loud. Imatinib IMPRESS trial: delta in Class III 6MWD was huge - 43M but the change in PVR was actually smaller for class III patients What"
X Link 2025-08-02T16:47Z [----] followers, 25.2K engagements

"Entire world falling apart in biotech because of EO on MFN and truth social post. He tried this in 2020: this is what that EO says. I don't know how this is implemented yet. Perhaps adjusting for GDP changes the pricing picture. "b) The "most-favored-nation price" shall mean the lowest price after adjusting for volume and differences in national gross domestic product for a pharmaceutical product that the drug manufacturer sells in a member country of the Organisation for Economic Co-operation and Development (OECD) that has a comparable per-capita gross domestic product" "United States Code"
X Link 2025-05-12T01:45Z [----] followers, [----] engagements

"$ZURA $AVTX $MLTX Some notes assorted things. I actually think Il1b-BAFF dual inhibition. IL1B to anchor to lesion with upregulated Il1b levels and BAFF for B cell activity limiting only locally makes the most sense to minimize risks of infection Chat GPT and Modeling free drug: pathobiology - B cells are involved. IL1 pathway highly involved. abbvie results both Il1A and Il1b blockage. - abbvie d/c in UC as not competitivce the other potential indication for AVTX. Ianalumab didn't meet thresholds so stopped in development (prior BAFF): did not meet our target criteria despite demonstrating"
X Link 2025-09-30T18:36Z [----] followers, 13.5K engagements

"In [----] $LXEO investors were concerned about frataxin expression but they now have alignment with the FDA that expression does not matter. LVMI reduction will be prioritized. I wrote about the FDA flexibility in dec [----]. "Deadly Disease + Unmet Need + CBER = Flexibility""
X Link 2025-03-24T15:15Z [----] followers, [----] engagements

"$BBIO $PFE $ALNY Some preliminary medicare takeaways. Drop questions if you have them would love to discuss. Big picture takeaway: Alnlyam gave up 70% of the market to take 30% at higher price. Makes sense why Alnylam priced at parity. Vutrisiran also can't launch at discount by half because hospitals already bought product at 500k. Oversimplification - Lots of nuance here Cheaper Orals favored by 70% of the market other 30% is strength for Alnylam. Vutri's wouldn't take share even if priced at parity b/c of Manuf rebates Other preliminary takeaways 1) Patients: Oral drugs should be equal for"
X Link 2025-03-22T23:45Z [----] followers, 14.7K engagements

"TLDR: Does a biotech thesis have to be Contra Yes Okay now onto some more info on how I view "What makes a thesis" And why one has to be variant. Two reasons a stock moves: [--]. Fundamentals - Something we can analyze and try to predict (as biotech analysts) [--]. non-fundamentals - outside of our core competency macro factors even To capture returns based on #1 (alpha imo) we have to be variant. Alpha = above market returns based on fundamentals what you get paid for Macro factors General mispricings Algos can be captured in some model (or outside of core competency) HFs exist for Alpha - this"
X Link 2025-01-23T16:19Z [----] followers, [----] engagements

"This month the deep dive is into Transmedics $TMDX. Founder led at an inflection point platform tech with disposable recurring revenue. Priced at 25x Sales it is worth it Check out the post here: https://adus.substack.com/p/transmedix-tmdx-deep-divejustPublished=true https://adus.substack.com/p/transmedix-tmdx-deep-divejustPublished=true"
X Link 2021-08-19T03:05Z [----] followers, [--] engagements

"Based on a little obsession over Auto immune diseases and Car-T somethings are becoming clearer after #EULAR2025 For context: We want to use CAR-T TCE mABS etc to reset the immune system. Just as we do in cancer for B cell diseases where the disease itself is proliferation of B cells we can try the same thing and see if B cells come back non pathogenic after we kill them. 1) CAR-T works better than we could imagine (Schett data 92% SLE remission) 2) CAR-T is not feasible commercially in Auto immune disease 3) Allo Car-T in vivo Car-T can work. $FATE results look okay on remission and B cell"
X Link 2025-06-12T22:11Z [----] followers, 10.1K engagements

"A new post with some companies I'm watching in [----] and my thoughts on each/why I'm interested. Ones I like right now are $CNTA $AMLX $LYRA $TARS $BBIO $RCKT $INZY $ALNY although I'm rethinking some positions with recent frothiness"
X Link 2024-01-03T00:27Z [----] followers, [----] engagements

"We're approaching the PDUFA for $BBIO's Acoramidis Nov [--] and $ALNY's Vutrisiran (mid next year) so I wanted to go through my expectations with respect to key questions [--]. Sequencing of drugs [--]. Label for Acoramidis [--]. Reimbursement part B vs Part D [--]. Total Addressable Market [--]. What is the future Bonus: What to look for at AHA. New post up on my Subs***k explores the basics of ATTR and goes through those questions. Will summarize here. Tagging $NTLA $PFE $IONS"
X Link 2024-11-14T12:58Z [----] followers, 14.8K engagements

"Breaking down 20X turnarounds - acquisitions H/t @learnbiotech The potential common thread is some shitco with a bad readout then the stock price climbs about 4x before proof of concept trial readout and jumps on the PoC trial readout. Most companies are acquired once they disprove the major bear thesis whether commercial ($VRNA) or clinical phase 1/2 ($LBPH). I think it's a combination of 1) low expectations due to prior poor performance not IPOs. Some bad readout 2) a second act where investors are slow to recognize it 2a) potentially a bridge financing from reputable investors to try the"
X Link 2025-07-15T02:42Z [----] followers, 11.7K engagements

"Gemin Deep research on why each company was acquired and the stock price moving events https://g.co/gemini/share/74aef0709056 https://g.co/gemini/share/74aef0709056"
X Link 2025-07-15T02:28Z [----] followers, 14K engagements

"$CDTX not usually a fan of self congratulation but feeling pretty proud of this one. Showing 60% + reduction in flu prevention using a non vaccine. Seems pretty important in today's climate. Nice case study [--]. Identify catalyst timing shift (moving up trial readout) [--]. Understand what drives efficacy (pbo attack rate vs lung concentrations) [--]. Do the basic PK/PD modeling to convert serum to Lung concentrations to show it should work. Straightforward thesis using new PK/PD skills combined with tracking changes in catalyst timing. In fact I wrote about it a few months ago: And it came in"
X Link 2025-06-23T12:10Z [----] followers, [----] engagements

"@Biotenic Who doesnt think this hits"
X Link 2025-06-18T21:48Z [----] followers, 10.9K engagements

"After the $CDTX data which I thought was "too obvious" and capping the upside. I am changing my tact a little bit. I think $RZLT hits in Dec [----] and think it's a really straightforward thesis. Plus reflexivity into the Tumor HI data. The maket is [----] patients treated in a few centers and I think its larger than estimated. The rollout should be easy and pricing would be 400k/year. its not cheap currently but I think upside is to 6$ on a positive readout"
X Link 2025-06-26T15:05Z [----] followers, 14.1K engagements

"@A_May_MD Did the exact same as soon as it reported. Ive seen patients who tried to kill themselves with HD.because theyd seen their parents die slowly and kill themselves at the end. This disease is common debilitating and drugs are NEEDED"
X Link 2025-09-29T11:19Z [----] followers, [----] engagements

"Hey it's almost like the FDA told us what they want. in writing. This company is a [--]. $NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs likelihood to induce severe liver injury is https://t.co/AUUmIwnWYM $NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs"
X Link 2025-10-29T20:30Z [----] followers, 10.7K engagements

"$NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs likelihood to induce severe liver injury is Hys Law which was developed from the clinical impressions of Dr. Hyman Zimmerman. Zimmerman noted that among patients with DILI the presence of hepatocellular injury and jaundice conferred a 10% mortality rate""
X Link 2025-10-27T21:54Z [----] followers, 28.8K engagements

"This is the prior study inclusion criteria too. $ATYR 50% of patients in PLACEBO tapered off. I need to show you nothing else. $aytr trial will probably fail but dont short dev stage biotech unless you really know what youre doing. Enrollment requires parenchymal lung disease which is stage [--] and above. Dont expect overwhelming majority to remit. https://t.co/qQnb9fyy2Y $aytr trial will probably fail but dont short dev stage biotech unless you really know what youre doing. Enrollment requires parenchymal lung disease which is stage [--] and above. Dont expect overwhelming majority to remit."
X Link 2025-07-29T16:58Z [----] followers, 23.5K engagements

"$aytr trial will probably fail but dont short dev stage biotech unless you really know what youre doing. Enrollment requires parenchymal lung disease which is stage [--] and above. Dont expect overwhelming majority to remit. and [--]. the overwhelming majority of mild patients recover without steroids this point is constantly glossed over by bulls. I have yet to read a single sell-side or bullish report contending with this fact. people actually don't need steroids long term and the current clinical https://t.co/VDeTQndpzE and [--]. the overwhelming majority of mild patients recover without steroids"
X Link 2025-07-29T15:32Z [----] followers, 27.4K engagements

"Seems like Vivek is less "Biotech whiz kid" and more "biotech finance bro". Seems like his track record trading is strong but the track record and model of Roivant hasn't been close to perfect. Plus the TL1A stuff was after his time. Am I getting the story right So he buys Axovant and interpedine which was clearly not a great drug: - @MartinShkreli. Hypes it up and it eventually doesn't work but gets enough investment from Softbank (1.1B) because he's able to sell the Roivant story In the meantime was able to gain a substantial stake in Urovant/Myovant (among others) which was a joint"
X Link 2024-12-31T15:16Z [----] followers, 16.4K engagements

"literally none of this is true. the shelved 'patent' was a drug from GSK. they ran a phase [--] and it didnt work. the phase 2s were pretty close i almost bought the same drug. he got a very well respected ceo to join axovant. while that one didnt work roivant has had a LOT of success. he didnt make any real money on axovant. re: forbes i was on the 30u30 when it was just [--] people only. forbes did pretty rigorous searches. when it became 30u30x30 industries it obviously became a shitshow. but i was the one that put nathan vardi on to vivek. roivant bought some drugs from pfizer for 150m and"
X Link 2024-12-27T05:11Z 424.9K followers, 403.9K engagements

""Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts. Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted into a mere fraction of what it used to be [--]. Bots are just out of control [--]. Lot of great posters way down due to compliance and what not [--]. Tape has worn a lot of people down Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted"
X Link 2025-06-10T01:22Z [----] followers, 14.1K engagements

"Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted into a mere fraction of what it used to be [--]. Bots are just out of control [--]. Lot of great posters way down due to compliance and what not [--]. Tape has worn a lot of people down"
X Link 2025-06-09T20:30Z 10.3K followers, 17.6K engagements

"@A_May_MD Brother you have been on FIRE"
X Link 2025-07-22T20:09Z [----] followers, [----] engagements

"Under rated resource. Now with NotebookLM it much easier to process that information too. instead of just powering through 100s of pages you can use Notebook to get highlights and go to important places in the documents. For example: here is the podcast on Evrysdi's Summary review And the summary from Notebook LM https://notebooklm.google.com/notebook/59ba979c-337f-4e3b-9e3e-974cc493efd6/audio @BowTiedBiotech You will be amazed by all the stuff you can learn/find/capture inside the review docs of an approved drug over the FDA site - . the quirks of the particular division the inclination on"
X Link 2024-10-17T02:46Z [----] followers, 10.3K engagements

"You will be amazed by all the stuff you can learn/find/capture inside the review docs of an approved drug over the FDA site - . the quirks of the particular division the inclination on specific topics like the use of propensity score match or REMS - . that's one huge reserve of knowledge base people dont use enough imo"
X Link 2024-10-17T02:26Z 13.7K followers, [----] engagements

"Spent some time on $ABVX and a few thoughts 1) the drug is clearly active. YOu can't fake endoscopic responses in my opinion. THe drug works to induce some sort of real effect. 2) pretty certain the moa is via MiR-124 -STAT3 - inhibit TH17. Interestingly enough shifting the phenotype away from Th17 is likely how nicotine works to treat UC and why smokers are protected vs US 2a) the lack of effect on cytokines is fine actually. IL17 is the main th17 specific cytokine and they show an effect there. 3) I think the maintenance data is great but induction data is meh. They have to raise on"
X Link 2025-07-03T21:11Z [----] followers, [----] engagements

"Found a founder led company with insider ownership 30% Retention rate of 97% Trades at P/E [--] look through earnings Reopening play but stayed profitable through the pandemic. Best in class product Still working on the TAM and room for expansion. Got any guesses"
X Link 2021-05-07T22:16Z [----] followers, [--] engagements

"I don't hold the stock because I expect short to medium term underperformance but they're building a platform which could easily make it a coffee can stock. See my thoughts and valuation here: https://adus.substack.com/p/clpt-putting-numbers-to-the-storys=w https://adus.substack.com/p/clpt-putting-numbers-to-the-storys=w"
X Link 2022-04-05T23:27Z [----] followers, [--] engagements

"$MLTX Don't have a clear view (+ [--] think they hit the 20pt bar) but couple notes after talking to a few derms and seeing these drugs in practice. 1) Humira is garbage. most people end up relapsing over time in the real world. Bimzelx is clearly favored option imo 2) Insurance requires step through Humira every time sometimes Cosentyx to get to bimzelx. 3) I think their argument that the "label bar" matters more than strict "HS-ABX vs all ABX" bar actually makes some sense. 4) I buy their nanobody moa argument. But it may not show in HISCR75. real world efficacy could be different. 5) surgery"
X Link 2025-09-27T21:27Z [----] followers, [----] engagements

"Thread on a nanocap: illiquid as hell but the best risk reward I see in the market currently. TableTrac $TBTC. 30% founder/ceo ownership. Reopening play Sticky SaaS component to product makes churn 5%. Best in class product for their target base slightly boosted by covid"
X Link 2021-06-10T00:05Z [----] followers, [--] engagements

"$TECX $LLY $AZN. I think Volenrelaxin failed for two reasons. 1) wrong population. Acute decompensating HFpEF patients are not Group [--] PH. We had mixed evidence for relaxin in HF now we know it doesn't work. The renal selective vasodilation doesn't improve the mortality output enough 2) LARS as an endpoint is no bueno. I think this one is harder to grok. LARS is an echo endpoint a proxy for left atrial filling. Catheterization measures this a little more directly. Reducing volume overload should reduce LARS. but it's just a proxy. It's sown mixed results and the endpoint is noisy in HFpEF."
X Link 2025-07-14T02:16Z [----] followers, 10.4K engagements

"What are some of your favourite micro caps that have gone on sale Im looking at $smlr $icad $neph $strm $pfmt among others I sent this out to the @MicroCapClub community. This is a great time to do some holiday shopping. https://t.co/NtttfVVyTb I sent this out to the @MicroCapClub community. This is a great time to do some holiday shopping. https://t.co/NtttfVVyTb"
X Link 2021-12-09T13:56Z [----] followers, [--] engagements

"I sent this out to the @MicroCapClub community. This is a great time to do some holiday shopping"
X Link 2021-12-09T13:52Z 284K followers, [---] engagements

"@Biohazard3737 Doctors analyzing PoS for a drug is like a goat looking at a digital watch.they aren't trained for that. KOLs are useful to understand unmet need and nuanced details of trial design and patient populations imo. Educated investors can be better informed than many 'KOLs'"
X Link 2024-05-06T15:32Z [----] followers, 11.6K engagements

"$LRMR. Bogey very ill defined. Used to be a lot more bearish but have changed mind recently and a little more neutral due to FDA flexibility and seeing details how they measure FXN levels (shows its mature peptide and delivered to the mitochondria) Seems like its guaranteed to hit skin FXN levels will show some clin data but not everyone will even be on the 50mg dose for [--] days safety is unclear what could pop up but dosing interval still not long enough. Fundamentally I think the drug pretty simple: replace the protein. Should be easy enough but fxnl data will take time. No clue what"
X Link 2025-09-21T15:02Z [----] followers, 12K engagements

"Really excited about a new microcap company: $RSSS. Leader among their competition in a niche market in need of disruption. Shifting to a higher margin SaaS offering Led by an experienced owner-operator with significant skin in the game. Long thread but very interesting Co. 1/"
X Link 2021-03-10T19:27Z [----] followers, [--] engagements

"Yes I did not enough of course. My 5% position pales in comparison to the balls on the other bulls lost in all the noise. besides @seedy19tron and @A_May_MD the biggest $ABVX bull was @plainyogurt21 who said there was "80% chance to hit stat sig". I wonder if he ended up buying. lost in all the noise. besides @seedy19tron and @A_May_MD the biggest $ABVX bull was @plainyogurt21 who said there was "80% chance to hit stat sig". I wonder if he ended up buying"
X Link 2025-07-22T22:21Z [----] followers, [----] engagements

"lost in all the noise. besides @seedy19tron and @A_May_MD the biggest $ABVX bull was @plainyogurt21 who said there was "80% chance to hit stat sig". I wonder if he ended up buying"
X Link 2025-07-22T22:12Z [---] followers, [----] engagements

"$LXEO $REPL $SRPT"
X Link 2025-08-04T11:52Z [----] followers, [----] engagements

"$LRMR i've been told I overthink things: let's keep it simple. phase [--] $RETA results stock adds 1B+ This upcoming readout is technically part of the regulatory approval pathway (using skin FXN and fxnl trends). Skin is a guarantee imo. FXNl trends seen with early cohort. mFARS meh because non amb so 9HPT more important. https://www.biopharmadive.com/news/reata-surprises-positive-data-moxie-friedreich-ataxia/565056/ https://www.biopharmadive.com/news/reata-surprises-positive-data-moxie-friedreich-ataxia/565056/"
X Link 2025-09-28T03:41Z [----] followers, [----] engagements

"For people looking at $BBIO $PFE $ALNY. Some thoughts using Leqvio/repatha Incentives and IRA changes Leqvio vs Repatha is instructive. Leqvio is Medical benefit (provider admin part B) like Vutrisiran while Repatha is Pharmacy benefit (traditional pharmacy part D). Commercial insurers especially larger ones prefer part D drugs even though the price is relatively the same. Both drugs are about equal. Part D drugs are easier to rebate and plans often own the pharmacy so they make a margin selling the drug. The same dynamics will play out in the ATTR market imo. Commercial plans and Medicare"
X Link 2025-03-26T13:38Z [----] followers, [----] engagements

"I think gene Therapy sentiment is at all time lows and some of these names are worth a look. Specifically looking at some of the AAV based names. The CRISPR woes were recently covered at STAT A few companies that look attractive imo: $RCKT $LXEO $TSHA $RGNX. Could be others just a few that pop into my head. Before we look at those companies: What is the state of play Gene therapy Funding is at 10yr lows: Prices at all time lows with [--] month performance dizzyingly bad: and people would rather put their money into some fake coin. The recent Stat news piece discusses CRISPR companies but gene"
X Link 2025-02-07T17:23Z [----] followers, [----] engagements

"@Biohazard3737 EcoR1 holding SRPT PRTA JAZZ APLS at/near the top of the portfolio"
X Link 2025-08-07T01:27Z [----] followers, 29.7K engagements

"Interest and love of the game more than anything else. AI automates a lot of the menial work so the good analysts are those willing to use it to theri advantage by automating the tasks which don't require thought to work at the top of their license. A good analyst has a consistent process and knows where AI can and can't help them in that process. As it progresses they should check whether or not AI can automate more and more of their process to accelerate their workflows. but at its core AI can't do everything (nature of alpha) so it's incumbent on the analyst to be willing to do the work."
X Link 2025-06-19T22:40Z [----] followers, [----] engagements

"Weekly updates and new studies on I found interesting: $BMY removed the time to MACE events as a secondary endpoint in the Odyssey HCM trial Wonder why the change: $REGN Regeneron is adding another arm to the Trevo + sema + garetosmab trial. Arm C is comparing Trevo to placebo in addition to Sema (without Gareto). Interesting readthroughs to BHVN SRRK because trevagrumab is only myostatin inhibition while Garetosmab is Activin inhibition $NVS PSMAaddition trial Moved to "not recruiting" and slightly over enrolled. Trial is pre chemo mHSPC $IDYA is now running the IDE161 trial in combination"
X Link 2024-10-29T13:00Z [----] followers, [----] engagements

"$FULC - One of the Biotech Zombies with an actual therapy: thinking out loud Mid year we get more data on the 12mg and [--] mg cohorts for pociredir in Sickle Cell disease. A few things I like: Just look at this HbF data. And we know Increasing fetal Hemoglobin (HbF) is a proven mechanism to reduce VOCs. Evidence from Hydroxyurea and real world trials show 20%+ HbF can reduce VOCs to near [--]. Increasing HbF is how CASGEVY works Further With Oxbryta's withdrawal Adakveo's pull from Europe and concerns over liver monitoring with mitapivat patients with SCD have an increased and huge unmet need."
X Link 2025-02-21T14:30Z [----] followers, [----] engagements

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