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@financebully Avatar @financebully financebully

financebully posts on X about $crvs, $kura, $arvn, $cgem 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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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXX% stocks XXXX%

Social topic influence $crvs #10, $kura #2, $arvn 6.78%, $cgem #4, $alt #28, $jnj #78, $acet #3, $alms #1, $500m 3.39%, $1b #138

Top accounts mentioned or mentioned by @hothomaswphelps @craigster771 @biotechtv @amaymd @semodough @kingachillese @monacobiotech @piratewaffle @bananaoncology @aditharun @baileyefxs @dmitrykovalchuk @avidresearch @lfholt @pmillustration4 @tradingsssss @protagonistceo @financeken @tommybaxendale @meadowcapital

Top assets mentioned Arvinas, Inc (ARVN) AltLayer (ALT) Johnson & Johnson (JNJ) Terns Pharmaceuticals, Inc. Common Stock (TERN) Acadia Pharmaceuticals Inc. (ACAD) Soleno Therapeutics, Inc. Common Stock (SLNO) Kymera Therapeutics, Inc. Common Stock (KYMR) Disc Medicine, Inc. Common Stock (IRON) Lantheus Holdings, Inc (LNTH) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) IDEAYA Biosciences, Inc. Common Stock (IDYA) AbbVie Inc (ABBV) Novartis AG (NVS) Protagonist Therapeutics, Inc (PTGX) Synthetify (SNY) Frontline Ltd. (FRO)

Top Social Posts

Top posts by engagements in the last XX hours

"@pmillustration4 @HOThomasWPhelps i doubt it. $bcyc is another baker bros portfolio company which is currently sitting at a negative $130m ev. biotech investors who invest just bc of a fund arent real investors"
X Link 2025-12-09T13:31Z XXX followers, XXX engagements

"$alms q1'26 p3 pso and q3'26 p2b sle readouts. from $500m mc to $1b mc; $375m cash. additional room to run at current mc"
X Link 2025-12-05T15:30Z XXX followers, 1731 engagements

"@seedy19tron $tern has been a nice ride from $XXXX and pivot from metabolic/obesity assets. now the top performing investment in my roth portfolio"
X Link 2025-12-08T21:44Z XXX followers, XXX engagements

"@johnkmason @DrMakaryFDA anyone who believes that any part of government including the fda isn't going to be politically influenced in this administration is kidding themselves. the company under discussion is likely @DiscMedicine or @achievelifesci $iron $achv. how much did $achv pay for this 'honor'"
X Link 2025-11-21T20:56Z XXX followers, XXX engagements

"@tradingsssss $lnth and $tlx seem like no brainers based on strong rev/profits relative to mc"
X Link 2025-12-02T15:32Z XXX followers, XXX engagements

"@ag76_biotech @A_May_MD the trick is to buy when there is greater upside than downside risk. $tern was $400m mc w/ $315m cash with two shots on goal and a great team"
X Link 2025-12-10T01:28Z XXX followers, XXX engagements

"@FeldtInvesting $crvs $kura $mdgl $abvx 👍👍👍👍 still debating whether to add $mreo"
X Link 2025-12-10T16:29Z XXX followers, XXX engagements

"@DrRishabhOnco @OncoAlert @Larvol thanks but this isn't completely accurate. X. SERDs induce ER conformational change that leads to degradation. X. $olma states that palazestrant acts as both a CERAN and SERD. $arvn"
X Link 2025-12-10T22:56Z XXX followers, XXX engagements

"@Craigster771 @monaco_biotech i'm not so sure that this ph1a will tell us much of anything. inversago did a ph1b XX day mad study and concluded that monlun demonstrated a favorable safety/tolerability profile w/ mainly gi side effects. $crbp only did a X day mad. also keep in mind healthy vs patient pop"
X Link 2025-12-10T23:34Z XXX followers, XXX engagements

"$idya. great r&d day and company"
X Link 2025-09-08T13:47Z XXX followers, 1875 engagements

"@semodough $acad has two products - second product launched only in 2023. daybue pys estimate is $800m+. first product (nuplazid) is plagued by QTc black box but will still pull in $650m/yr. healthy balance sheet and pipeline. $slno is still junior - no pipeline smaller cash pos"
X Link 2025-11-06T02:23Z XXX followers, XXX engagements

"@BalaBioResearch i'm waiting for a dip (may not come). meanwhile i've built positions in $cccc and $fhtx. i also still think $arvn is undervalued despite the vepdeg drama and continue to hold it"
X Link 2025-11-30T22:04Z XXX followers, XXX engagements

"@A_May_MD this isnt fear its complacency and bravado. theres a lot of it in old bp esp with new moas. $jnj is even worse than $abbv. they usually wait until someone else proves it then jump in when they think its safe"
X Link 2025-12-03T21:51Z XXX followers, 2073 engagements

"@KingachillesE @Banana_Oncology i added at $X and $X so cost basis is now $14/sh. i believe vepdeg sale should bring in at least $500m in upfront to $arvn. the rest of pipeline and current $nvs luxdeg are a crapshoot atm but all additional upside if successful"
X Link 2025-12-04T13:27Z XXX followers, XXX engagements

"@KingachillesE @Banana_Oncology i don't really follow (or believe) analysts most of the time. based on history $arvn received $150m upfront for luxdeg at ph1/2. i think they should get quite a bit more for vepdeg with imminent 2l approval and high potential for 1l combo in mbc"
X Link 2025-12-04T15:23Z XXX followers, XXX engagements

"$slno $acad $hrmy not surprised. 😉"
X Link 2025-12-05T19:28Z XXX followers, 1008 engagements

"@BiotechTV $kura $crvs $cgem 👍👍👍"
X Link 2025-12-05T19:53Z XXX followers, XXX engagements

"@BiotechTV these are all in my high confidence bucket primarily bc all of my critical questions are answered. here are a few though. X. $crvs update on back up and next gen molecules would be helpful particularly the itk degrader program discussed briefly in prior calls"
X Link 2025-12-05T20:40Z XXX followers, XXX engagements

"@BiotechTV X. $crvs what is the plan for soq 1L ptcl trial X. $kura no questions on the zifto study but curious about any updates on darlifarnib data timing in 2026. X. $cgem thoughts on combo trial with menin inhibitors and timing. assume zifto would be preferred between the two"
X Link 2025-12-05T20:52Z XXX followers, 1217 engagements

"@semodough fyi - rusfertide is NOT oral it's subq. however $ptgx is developing a next-gen oral hepcidin mimetic (still preclinical)"
X Link 2025-12-06T16:18Z XXX followers, XXX engagements

"@BiotechTV one more question for $kura. given the new data from the paradigm study at ASH re: ven/aza intensive chemo does this change their thinking about the komet-007 design in fit 1l aml patients"
X Link 2025-12-07T23:11Z XXX followers, XXX engagements

"@HOThomasWPhelps and even more important - let's not forget the difference in patient populations included in the trial as well as competive landscape between the two targets. $crvs soq $kymr kt-621"
X Link 2025-12-08T12:39Z XXX followers, XXX engagements

"@avidresearch with no weight loss at X months i still feel the same as before - this will struggle commercially without an immediate effect on wl"
X Link 2025-12-08T12:58Z XXX followers, XXX engagements

"@avidresearch yes i agree. will need to see that trial data to believe this is the answer. this interim readout is not impressing me though"
X Link 2025-12-08T13:07Z XXX followers, XXX engagements

"@_financeken most disagree with me but i think $alt pemvidutide has been slept on since the XX week data readout (48 week coming). with that said i have stronger conviction in these based on ev: $cgem and $crvs - (ASH and 2026 data) $acrs $cmpx $kura $xlo $acet (2026 data)"
X Link 2025-12-08T15:40Z XXX followers, XXX engagements

"@TommyBaxendale yes i've seen a few positive reviews. the only thing that makes me a little nervous is the company's scattered focus across so many different programs with only $190m cash. can they execute this launch well with so many distractions i have a modest position for now. $tnxp"
X Link 2025-12-08T15:44Z XXX followers, XXX engagements

"@lfholt @_financeken @failed_drugs thx. i could be wrong but i didnt see anything in the XX week data that gave me pause esp at the valuation then and now. in fact i always saw it as very promising. admittedly the old mgmt didnt have a good track record so i wont be completely surprised either way. 🤞"
X Link 2025-12-08T15:55Z XXX followers, XXX engagements

"@HOThomasWPhelps @endpts updated with a little more detail. $crvs $kymr $sny"
X Link 2025-12-08T17:05Z XXX followers, XXX engagements

"$alt #nash #mash nits"
X Link 2025-12-08T21:21Z XXX followers, 1419 engagements

"@SnackBioTech this actually is a win for $alt and other mash-focused drug companies because it helps to reduce variability in biopsy reads. you're correct that it doesn't replace physicians but it certainly helps standardize a process that has been challenge due to variability among readers"
X Link 2025-12-08T21:51Z XXX followers, XXX engagements

"@HOThomasWPhelps low dose qd would certainly be ideal"
X Link 2025-12-10T10:36Z XXX followers, XXX engagements

"@ALT_Nicholson $jnj is a no go"
X Link 2025-12-10T18:46Z XXX followers, XXX engagements

"@PirateWaffle me too. ;) i assume we may see it continue to decline through the end of december but cash = $175m mc now @ $81m. rising asymmetric upside. $acet"
X Link 2025-12-03T15:38Z XXX followers, XXX engagements

"@MeadowCapital so many on my list. ;) under $1bn (most w/ sig cash) - $cccc and $acet (neg ev atm) $cgem (recently neg ev) $cybn $catx $kura $tnxp $xlo $sabs $alt $crvs. some may miss but all asymmetric upside imho. $alms was trading under $1b and below cash until very recently"
X Link 2025-12-10T10:33Z XXX followers, XXX engagements

"@scartissue123 @ElMonoGran42994 @jonem84 blexi is the biggest wildcard and potential $kura zifto competitor imho. $jnj knows how to pick winners and will market them hard. zifto continues to have qd advantage but blexi could be safer and more effective. room for 2+ menin inhibitors in frontline though"
X Link 2025-12-10T11:08Z XXX followers, XXX engagements

"@Craigster771 @monaco_biotech that doesn't mean much if their 28day ph1b MAD didn't come to the same conclusion"
X Link 2025-12-11T00:18Z XXX followers, XX engagements

"@AJ_Philly @Craigster771 @monaco_biotech i'm not commenting on whether it's a good investment - my comment was about lack of read through of the XXX results. with that said i agree that $180m mc w/ $170m cash w/ XXX does present an asymmetric upside scenario. i sold at $XX in oct after ceo + cfo sold - may reenter"
X Link 2025-12-11T00:43Z XXX followers, XX engagements