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@jfais20 Avatar @jfais20 Jonathan Faison

Jonathan Faison posts on X about $xbi, $ibb, $rare, $abvx the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Followers: XXXXXX #

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Social category influence stocks XXXX% finance XXXX% cryptocurrencies #3419 currencies XXXX% technology brands XXXX%

Social topic influence $xbi #4, $ibb #3, $rare 3.45%, $abvx 2.87%, $bpmc 2.3%, $rytm 1.72%, bbc 1.72%, $bbc 1.72%, $20s 1.72%, $fbio XXXX%

Top accounts mentioned or mentioned by @andre_agtc @andreagtc @rnaianalyst @thefortunetell5 @djtblows69 @mathcoredad @joserestonva @avidresearch @biopharmiq @revkuk179937 @amaymd @immunoinvest @wz2013 @darrenestes @buckorama1 @svarre001 @houndcl @lfholt @mashreez @jialiangliang

Top assets mentioned Bitcoin Incognito (XBI) SuperRare (RARE) Blueprint Medicines Corporation (BPMC) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Immunogen Inc (IMGN) Sarepta Therapeutics, Inc. (SRPT) Dyne Therapeutics, Inc. Common Stock (DYN) AstraZeneca PLC (AZN) Kymera Therapeutics, Inc. Common Stock (KYMR) Metsera, Inc. Common Stock (MTSR) AbbVie Inc (ABBV) Dawn Protocol (DAWN) Johnson & Johnson (JNJ) Intra-Cellular Therapies Inc. (ITCI) Arrowhead Research Corporation (ARWR) IDEAYA Biosciences, Inc. Common Stock (IDYA) CG Oncology, Inc. Common stock (CGON) Intellia Therapeutics, Inc (NTLA) Merus N.V. Common Shares (MRUS) BEAM (BEAM) Avidity Biosciences, Inc. Common Stock (RNA) Sanofi (SNY) Arvinas, Inc (ARVN) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Ionis Pharmaceuticals, Inc. Common Stock (IONS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Biggest red (trailing twelve months) - $KURA $RPTX $TCRX $IOVA $ACRV $NUVB $RCKT $IDYA Biggest green - $DCTH $RYTM $TARS $ARQT $ASND"
@jfais20 Avatar @jfais20 on X 2025-07-03 22:30:50 UTC 10.1K followers, 9364 engagements

"$SRPT- real trade here is with regulatory overhang for gene therapy stocks & other more exotic modalities Think more traditional rare disease therapies (ie. enzyme replacement) stand to benefit"
@jfais20 Avatar @jfais20 on X 2025-07-18 17:46:56 UTC 10.1K followers, 7153 engagements

"Nice Q3 Catalyst List @Prof_Oak_ 👏 $COGT could be + surprise re valuation comps to $BPMC (am still wary on safety) $RARE - rooting for longs into IA2 but hope position size reflects risk $REPL -important from regulatory perspective (will FDA flexibility continue a la $URGN"
@jfais20 Avatar @jfais20 on X 2025-07-06 22:34:40 UTC 10K followers, 3303 engagements

"$IOVA - new CFO hire a + (ex $CGON) but Goldman note (better late than never) reminder of current predicament Key takeaway for me is challenges to Amtagvi launch (harsh AE profile for IL-2 limited patient eligibility low margins/manufacturing failure rate etc) Were all foreseeable- I simply didn't give enough credit to bear thesis at the time Want to invest in drug launches where the treatment essentially sells itself (efficacy convenience safety etc)"
@jfais20 Avatar @jfais20 on X 2025-07-15 14:11:05 UTC 10K followers, 3715 engagements

"$RARE - tough way to finish out the week CRL for MPS IIIA program (just CMC-related the data is fine). No PRV makes cash crunch worse (need for secondary)"
@jfais20 Avatar @jfais20 on X 2025-07-11 22:14:35 UTC 10.1K followers, 3911 engagements

"$NTLA - to the $12s now happy for you my friend and hope you make out like a bandit in this one 🙂 From there in the future (as we discussed before) hope you'll adopt some solid diversification rules to avoid the rollercoaster going forward 🤝"
@jfais20 Avatar @jfais20 on X 2025-07-09 13:56:45 UTC 10K followers, 3187 engagements

"$MRUS- sold too soon breaking above $XX (buyout rumor)"
@jfais20 Avatar @jfais20 on X 2025-07-17 17:28:07 UTC 10K followers, 2084 engagements

"@RNAiAnalyst Hope an example will be made out of $SRPT mgmt (SEC & FDA)- Ingram & team giving biotech a bad name (last thing the sector needs) $XBI $IBB"
@jfais20 Avatar @jfais20 on X 2025-07-18 13:31:53 UTC 10.1K followers, 2502 engagements

"Turning into a great discussion - thanks all $WVE $BEAM $DYN $RNA"
@jfais20 Avatar @jfais20 on X 2025-07-05 14:31:50 UTC 10K followers, 9249 engagements

"Feel like my system and philosophy is just a mix of everything I've learned from smarter minds Ie. Slowly becoming more like my penny stock trader friend @SteveAytch1 from Starbucks (zero emotion or as close to it as possible with both the highs and lows wins and the setbacks)"
@jfais20 Avatar @jfais20 on X 2025-07-17 22:30:15 UTC 10K followers, 1492 engagements

"For those berating themselves for missing @A_May_MD's $ABVX Keep in mind you'd feel very differently if ended up a 90%+ binary loss Hindsight Capital has a way of making things look much clearer in the rearview mirror Evaluate each setup as it comes don't rush the process 👍"
@jfais20 Avatar @jfais20 on X 2025-07-22 21:40:10 UTC 10.1K followers, 10.6K engagements

"Cue everyone citing their favorite stock as the next one to go 😉 Reminder these events are few and far between $ABVX"
@jfais20 Avatar @jfais20 on X 2025-07-22 22:55:03 UTC 10.1K followers, 8082 engagements

"$GMDA (NP) +30% in Idea Lab so far (hat tip to @TrueManzil ) New CFO Coelho led $CINC to $1.3B buyout by $AZN and before that at $BDSI (bought out by $COLL) April financing to strengthen negotiating position and Q1 language ("broader strategic alternatives") point to BO IMO"
@jfais20 Avatar @jfais20 on X 2023-05-23 14:39:58 UTC 10.1K followers, 6006 engagements

"$COGT- nice to see data SM rewarded if nothing else a decent 2nd to mkt option after $BPMC's Ayvakit"
@jfais20 Avatar @jfais20 on X 2025-07-07 14:28:05 UTC 10K followers, 2013 engagements

"$NRIX (NP) Like the deep value here at $450M EV but not close enough to mkt for me (selection criteria) Behind $KYMR in STAT6 but seem confident with partner Sanofi extending license they've got a best-in-class profile (retained 50/50 US opt-in) Bex-deg with clear path to mkt in r/r CLL optionality in autoimmune disease"
@jfais20 Avatar @jfais20 on X 2025-07-20 15:02:47 UTC 10K followers, 4401 engagements

"$NRIX might be next to revisit on DD list if stays at these levels ($500M EV BTK entering pivotal trials) A current look at valuations in protein degradation space $KYMR $CCCC $ARVN $GLUE $FHTX"
@jfais20 Avatar @jfais20 on X 2025-07-17 23:14:58 UTC 10.1K followers, 2958 engagements

"$FBIO - TDM's comments for investors who missed out on $DERM"
@jfais20 Avatar @jfais20 on X 2025-05-15 18:17:16 UTC 10K followers, 2222 engagements

"$SCPH- Bull PT of $X met will have to adjust my targets post Q2 report Despite taking profits on half my position still over X% of the portfolio (am slowly learning to let my winners run hat tip to @Andre_AGTC for his example) Looks like new legislation a LT tailwind for them (focuses on driving value-based care to high-cost areas including heart failure). Lines up nicely with Furoscix' goal of keeping patients out of the hospital"
@jfais20 Avatar @jfais20 on X 2025-07-24 14:33:54 UTC 10.1K followers, 1748 engagements

"$RARE- nearing PT sooner than I expected perhaps low $20s possible at this rate"
@jfais20 Avatar @jfais20 on X 2025-07-21 21:06:42 UTC 10.1K followers, 2846 engagements

"Says it's good for my gut health (Japanese fermented drink)"
@jfais20 Avatar @jfais20 on X 2025-07-21 23:47:44 UTC 10K followers, 1455 engagements

"Strange day- $XBI + XXX% $BBC +1.3% DCA portfolio +3.3% to new highs (move seems rather broad-based across several holdings) $BHVN interesting rebound on decent volume (no news I'm aware of just oversold). Kv7 MDD data due next Q or so also FDA feedback for myostatin in SMA"
@jfais20 Avatar @jfais20 on X 2025-07-17 22:46:13 UTC 10K followers, 1312 engagements

"$MTSR - Appreciated Osmium's take on the amylin class & differentiation within the obesity mkt $LLY $NVO $AZN $ABBV $ZEAL $GPCR"
@jfais20 Avatar @jfais20 on X 2025-07-14 21:34:25 UTC 10.1K followers, 6622 engagements

"Top X positions= XX% of portfolio (only underwater in $DAWN)"
@jfais20 Avatar @jfais20 on X 2025-07-24 22:22:19 UTC 10.1K followers, 2773 engagements

"Well said @JoseRestonVA - big difference between a desperation financing vs raising $$ on the back of stellar data $XBI $IBB"
@jfais20 Avatar @jfais20 on X 2025-07-24 14:24:18 UTC 10.1K followers, 1010 engagements

"Today's a down day for $XBI $BBC but worth a reminder on the current trend Both well above SMA XX and XX making run for 200-day MA"
@jfais20 Avatar @jfais20 on X 2025-07-15 14:14:35 UTC 10K followers, 1346 engagements

"$MDGL - @JoseRestonVA about to get a buyout for his top position 👍"
@jfais20 Avatar @jfais20 on X 2025-07-16 14:02:47 UTC 10K followers, 3292 engagements

"When a stock falls to lows & then C-suite chooses to run an offering says everything about them $DYN Converse is true for savvy mgmt taking advantage of a gap up to pull off a secondary (set a new floor in share price) $NKTR"
@jfais20 Avatar @jfais20 on X 2025-06-30 21:07:30 UTC 10K followers, 3999 engagements

"$ABEO- $155M sale price for PRV Can think of a number of rare disease companies we follow that will be receiving similar non-dilutive cash infusions 2H 25"
@jfais20 Avatar @jfais20 on X 2025-07-02 14:06:51 UTC 10.1K followers, 7167 engagements

"$XBI $IBB Good days for the sector tough ones as well The grind & my investing process remain the same How you trade small $$ is how you'll trade big $$ so better to implement proper position sizing & risk mgmt rules early on Goal is to be "boringly profitable" trusting that consistency compounds over the LT We want to be involved in "feel good" stories with mgmt teams that earn our trust (while steering clear of the bad actors) Companies developing life-changing treatments that truly benefit patients & their families (what biotech is all about) Here's to better days ahead my friends 🙏"
@jfais20 Avatar @jfais20 on X 2025-07-18 22:06:17 UTC 10.1K followers, 1785 engagements

"$ATYR- nice to see catalyst traders rewarded with the run up from $X to $X (another highly binary setup along with $CRDF) Rooting for longs (big winners good for the sector $XBI $IBB) but for every $ABVX there's many more 80%+ gap downs on data fail. GLTA 👍"
@jfais20 Avatar @jfais20 on X 2025-07-22 22:29:12 UTC 10.1K followers, 4920 engagements

"$ARWR (L) Efforts in CNS being overlooked- eventually see another $SRPT-type deal"
@jfais20 Avatar @jfais20 on X 2025-06-06 15:09:25 UTC 10K followers, 11.6K engagements

"$FBIO / $FBIOP (NP) TDMInvest shared his summary in Chat"
@jfais20 Avatar @jfais20 on X 2025-07-15 16:52:18 UTC 10K followers, 2078 engagements

"A few nuggets of interest from Mike's portfolio update $XBI $IBB: Rolled $VRNA profits into $BPMC for the CVRs 🧐 Wish I'd been as patient with $RYTM (sold last Sept for a double at $51) Thinks $MREO $RARE will trade higher into final OI results $CAPR $MIST good example of poor r/r into PDUFA dates *Reminder we have "Top X Holdings" and "Real-Time Trades" channels in Chat to facilitate idea sharing/constructive criticism for our holdings"
@jfais20 Avatar @jfais20 on X 2025-07-13 21:44:52 UTC 10K followers, 3274 engagements

"Since there's been a few new entries and adds will try to publish July's Playbook next week $XBI $IBB Continue to stalk quality names for "sell the news" reactions post Q2 reports (instead of FOMO chasing)"
@jfais20 Avatar @jfais20 on X 2025-07-19 21:53:33 UTC 10K followers, 1471 engagements

"Know I've said it before but the more of these multi 100%+ moves we can get in small-cap biotech (esp much hated/heavily shorted names) Better for the sector (sends signal to the shorts better to move on to greener pastures elsewhere) $XBI $IBB"
@jfais20 Avatar @jfais20 on X 2025-07-11 15:00:47 UTC 10K followers, 9804 engagements

"@avidresearch $WVE - green flag = moved INHBE data up from year-end to 2H XX (clearly want to get it out there) Caveat is if results too immature mkt wants longer follow-up to show they can meet or exceed GLP-1 real world weight loss"
@jfais20 Avatar @jfais20 on X 2025-07-17 16:57:18 UTC 10.1K followers, XXX engagements

"Biotech translation $XBI $IBB : Most PoS estimates are too high & most mgmt teams merit a shorter leash"
@jfais20 Avatar @jfais20 on X 2025-07-14 13:36:55 UTC 10K followers, 1802 engagements

"$ABVX - Congrats on the win Houbi 👏👏 **We all know who "external DD" is. tip of the hat to @A_May_MD for yet another banger after $NKTR 🫡"
@jfais20 Avatar @jfais20 on X 2025-07-22 21:08:23 UTC 10.1K followers, 7274 engagements

"$HOOK- this one was a tough loss for me a few years back"
@jfais20 Avatar @jfais20 on X 2025-07-18 20:29:55 UTC 10K followers, 2225 engagements

"$XBI $IBB For clinical-stage holdings with upcoming PDUFA's typical trade plan is own half size into the event Am only allowed to add more exposure IF they get the green light from the FDA (and valuation stays reasonable) If shares run up will wait for initial launch metrics ("sell the news" reactions often provide a 2nd opportunity to add)"
@jfais20 Avatar @jfais20 on X 2025-07-24 14:08:58 UTC 10.1K followers, 1324 engagements

"Begs the question what other names do we think shorts getting overly confident in $XBI $IBB"
@jfais20 Avatar @jfais20 on X 2025-07-22 22:47:38 UTC 10.1K followers, 4754 engagements

"$MTSR $RYTM $SLNO - Good sign to see these obesity names at highs Prefer seeing buyouts in this range (a la $VRNA) vs distressed bios at lows that have characterized the biotech bear mkt $XBI $IBB"
@jfais20 Avatar @jfais20 on X 2025-07-12 22:06:00 UTC 10K followers, 2278 engagements

"@RNAiAnalyst $ARWR November PDUFA not far off finally makes the transition to commercial-stage with SHTG to follow"
@jfais20 Avatar @jfais20 on X 2025-07-21 14:28:14 UTC 10K followers, 1541 engagements

"Playbook example from May's update: $DAWN"
@jfais20 Avatar @jfais20 on X 2025-06-26 14:23:24 UTC 10.1K followers, 9612 engagements

"Updated YTD- thoughts: -Catalyst-packed back half of 2024 ( $AXSM AD & ADHD readouts $ASND PTH PDUFA etc) -High strategic value provides optionality (never central to thesis but think we see more takeouts after $DCPH) -Clinical component (intentionally) on the rise $CLRB"
@jfais20 Avatar @jfais20 on X 2024-06-10 15:38:09 UTC 10K followers, 4096 engagements

"$XBI $IBB Speaking of which SMID Biotech launches in coming years: A few such as $ITCI $RXDX $BPMC $MRTX already been acquired $IMGN was quite good to us as well "Strategic value to acquirer" is a key element of selection criteria (just icing on the cake never central to thesis) *Hat tip to Eric for the chart here's to hoping we can find more (like to think we already own some)"
@jfais20 Avatar @jfais20 on X 2025-06-28 22:39:05 UTC 10K followers, 2289 engagements

"Assorted observations from chart scans: $URGN- rebounding nicely after dip to $XX strategic value (first-mover in LG-IR-NMIBC) trumping slow initial Qs of Zusduri launch $RARE- CRL for MPS IIIA Friday AH weakness continues to mid $20s as won't receive PRV (has X year of cash runway + stubbornly high burn rate needs to raise $$) $AQST- nice breakout to $X (sympathy run to $SPRY) wonder how both will respond if weak Q2 for Neffy $IOVA- Current bottom $XXXX. CFO resigned but new SVP Regulatory Strategy hails from FDA's CDER. Best bet is Wayne/funds orchestrate distressed buyout (inherent value"
@jfais20 Avatar @jfais20 on X 2025-07-12 21:57:21 UTC 10K followers, 9120 engagements