@houndcl L

L posts on X about in the, this is, if you, we are the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

[--] Week [-------] +40%
[--] Month [-------] +75%
[--] Months [---------] +216%
[--] Year [---------] +1,357%

Mentions: [--] #

[--] Week [--] -4%
[--] Month [---] +13%
[--] Months [---] +91%
[--] Year [---] +305%

Followers: [-----] #

[--] Week [-----] +4.90%
[--] Month [-----] +12%
[--] Months [-----] +54%
[--] Year [-----] +192%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 13.57% finance 4.29% currencies 3.57% technology brands 2.86% social networks 1.43% countries 0.71%

Social topic influence in the 7.14%, this is 5%, if you 4.29%, we are 4.29%, strong #2988, rescue #2318, $ocul 3.57%, $nktr 2.14%, theory 2.14%, $abvx 2.14%

Top accounts mentioned or mentioned by @plainyogurt21 @tweetawaydk @avidresearch @elmonogran42994 @amaymd @financebully @jeremyfalmouth @bananaoncology @biotechautist @seedy19tron @alfdoc2 @luckyjones14003 @aixglp1 @anthonytayior @adam7477882377 @biomaven @applehelix @banana_oncology @melvinriskmgmt @lfholt

Top assets mentioned Ocular Therapeutix, Inc. (OCUL) Abivax SA (ABVX) Pfizer, Inc. (PFE) Viking Therapeutics, Inc (VKTX) Arvinas, Inc (ARVN) Cogent Biosciences, Inc. Common Stock (COGT) GSK plc (GSK) Enliven Therapeutics, Inc. (ELVN) Terns Pharmaceuticals, Inc. (TERN) Revolution Medicines, Inc. (RVMD) Moderna Inc (MRNA) Kymera Therapeutics, Inc. (KYMR) Janux Therapeutics, Inc. (JANX) Summit Therapeutics Inc. Common Stock (SMMT) Structure Therapeutics Inc. (GPCR) Eli Lilly and Company (LLY) AltLayer (ALT) Marblex (MBX) Protagonist Therapeutics, Inc (PTGX)

Top Social Posts

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

"Thanks La Lettre. I can announce openly that I'm an Oh-Cool long now. Below is my single-figure pitch.🤠 Me these days. https://t.co/VxcXu9EsBW Me these days. https://t.co/VxcXu9EsBW"
X Link 2026-01-15T07:44Z [----] followers, 32.7K engagements

"Let's have some fun. 2022-09-24 Interventional immunotherapy morning: after 6pm (typo) afternoon: after 6pm N = [---] ORR & OS co-primary https://clinicaltrials.gov/study/NCT05549037tab=history&a=1&b=2#version-content-panel https://clinicaltrials.gov/study/NCT05549037tab=history&a=1&b=2#version-content-panel"
X Link 2026-02-04T05:35Z [----] followers, 179.8K engagements

"@MelvinRiskMgmt @plainyogurt21 @A_May_MD Out-licensing is clearly what they are pursuing but I'm not sure it is the best strategy. Why is a company willing to out-license a potential BIC At least SRRK is calling '439 BIC"
X Link 2025-06-18T15:11Z [----] followers, [---] engagements

"Strong exposure-biomarker relationship $OVID"
X Link 2025-10-03T13:03Z [----] followers, [----] engagements

"$NKTR friendly reminder COGT registered 300M ATM on the Friday right before it took off by 150%"
X Link 2025-11-13T15:26Z [----] followers, [----] engagements

"This is where the 1T pharma started. Amazing history https://www.linkedin.com/posts/bioknow-inc_pharmaceuticals-biopharma-pharma-activity-7395079328373415937-WeL6utm_source=share&utm_medium=member_android&rcm=ACoAAAkpWBwBelDkv5FJPSpCf1YgkBDQ_hAGO5w https://www.linkedin.com/posts/bioknow-inc_pharmaceuticals-biopharma-pharma-activity-7395079328373415937-WeL6utm_source=share&utm_medium=member_android&rcm=ACoAAAkpWBwBelDkv5FJPSpCf1YgkBDQ_hAGO5w"
X Link 2025-11-15T00:05Z [----] followers, [----] engagements

"IDRX-42 data thread (will update as DD goes on) $GSK $COGT WO2025248485 Phase [--] uses 300mg tablet QD (equivalent to 400mg capsule) Cavgss 60-70 ng/ml AUC_0-24hss [----] ng*hr/ml fumice = 0.9% efficacious human Cavgunbound is projected at 4nM https://pmc.ncbi.nlm.nih.gov/articles/PMC12214875/ https://pmc.ncbi.nlm.nih.gov/articles/PMC12214875/"
X Link 2025-12-29T01:04Z [----] followers, [----] engagements

"AN9025 Pan-Ras inhibitor is licensed to ASK Pharm. Looks like it is the #8 in WO2025209533 Me too structure. Very potent. Phase [--] starts in Jan [----]. Other slides from Adlai Nortye cc @Banana_Oncology https://ir.adlainortye.com/static-files/7fd3bcf6-e29e-44b1-8b96-eda686a2bc73 https://ir.adlainortye.com/static-files/161a716b-2781-4175-8473-ed6d28bf2ee5 https://clinicaltrials.gov/study/NCT07252479 https://ir.adlainortye.com/static-files/7fd3bcf6-e29e-44b1-8b96-eda686a2bc73 https://ir.adlainortye.com/static-files/161a716b-2781-4175-8473-ed6d28bf2ee5 https://clinicaltrials.gov/study/NCT07252479"
X Link 2025-12-29T17:01Z [----] followers, 13.3K engagements

"@financebully @Banana_Oncology More potent than ERAS. ERAS is about 10-fold more potent than [----]. AN is about 70-fold more potent than [----]. All in the same family tree - will share the same on-target tox"
X Link 2025-12-29T17:18Z [----] followers, [----] engagements

"If you go through this career page you will learn this is the LEAST possible biotech to be acquired imminently. In addition to the Royalty pharma deal (there is nuance) M&A could happen at any time randomly. Don't make it your central investment thesis. https://www.revmed.com/careers/ https://www.revmed.com/careers/"
X Link 2026-01-07T20:52Z [----] followers, [----] engagements

"Seeing today's $ELVN result I have an animal's instinct that this $TERN story won't end well. Disclaimer: I haven't done any DD other than figuring out the structure. But my scale is tipping to bear side given it's a me too for a tricky patient population. https://t.co/lTb1RZ5xKe https://t.co/lTb1RZ5xKe"
X Link 2026-01-08T16:11Z [----] followers, [----] engagements

"Help me understand the 6B+ GPCR valuation"
X Link 2026-01-22T17:09Z [----] followers, [----] engagements

"rezpegaldesleukin"
X Link 2026-01-22T19:58Z [----] followers, 15.5K engagements

"@BiotechAutist AMD pipeline related"
X Link 2026-01-22T21:11Z [----] followers, [----] engagements

"@Banana_Oncology @lfholt Lol"
X Link 2026-01-25T20:41Z [----] followers, [---] engagements

"My timeline is flooded with triple-combination eradicated pancreatic cancer in mice. As a Revolution Medicines bull"
X Link 2026-01-28T22:20Z [----] followers, [----] engagements

"@jeremyj0916 Even if OCUL doesn't hit but EYPT hits it's still a commercial flop. Patients are going to choose Eylea HD/Vabysmo instead of a procedure that has risk of eye leaking when told "they are largely equivalent in efficacy 🤠""
X Link 2026-01-30T18:38Z [----] followers, [---] engagements

"@TweetAwayDK @plainyogurt21 @Mikeptyg @seedy19tron @Respekchemistry Yeah. I don't think the pricing will be as crazy like 5x due to the competition you mentioned. Ultimately SOL-1 will be the "price-determining" trial. What % can drop [--] letters @ 9mo/12mo Then do the modeling on real-world utility to justify how many visits can be saved"
X Link 2026-01-30T23:34Z [----] followers, [---] engagements

"gg someone who bought 6000x [--] contracts of 2/20 puts"
X Link 2026-02-05T13:00Z [----] followers, [----] engagements

"Main text Sep [----] - May [----] enrollment. Nature Medicine Protocol [----] - [----] NCT Still enrolling #ASCO25 June [----] median follow up at 23.2mos A bunch of OS censorings =6 mos Nature Medicine median follow up at 28.7mos (cutoff Aug [--] 2025) All early OS censorings are gone"
X Link 2026-02-09T18:01Z [----] followers, 15.8K engagements

"AZN TECX relaxin"
X Link 2026-02-10T08:08Z [----] followers, [----] engagements

"How come NKTR is still wandering around the 1B market cap In hindsight it's safer than Jaki & 0x40; comparable to Dupi/Lebri; unique MoA; flexible dosing schedule; Alopecia black swan; Asthma optionality. Someone please call Macron to pump it before the offering please"
X Link 2026-02-10T16:26Z [----] followers, 10.4K engagements

"@avidresearch PULSAR study also showed a consistent 20-25% patients were doing ok initially (b/c they were randomized to q12/16w group) but later found the designated cadence doesn't work for them. Note this is 8mg Eylea. This sets the very conservative floor in the SOL-1 control arm"
X Link 2026-02-10T22:42Z [----] followers, [----] engagements

"Another factor: Between 2022-early [----] China was still under strict COVID lockdown. It's very inconvenient to get to the hospital to receive the diagnosis & infusion. SES is more than likely a confounding factor"
X Link 2026-02-10T23:42Z [----] followers, [----] engagements

"@failed_drugs @JeremyFalmouth @avidresearch You may want to incorporate systematic variation in the vision test (+- [--] ltrs random fluctuation) and the anxiety from receiving zero injections (+0-4 ltrs). These will lower the global rescue-free rate but presumably more to the control group b/c it is closer to -15ltr loss"
X Link 2026-02-11T01:50Z [----] followers, [---] engagements

"@Alfdoc2 In total [---] blue cycles in the AM and [---] red squares in the PM group excluding the legend two. # AM [--] pt received [--] infusions [--] pts received [--] infusions [--] pts received [--] infusions # PM [--] pt received [--] infusion [--] pts received [--] infusions [---] pts received [--] infusions"
X Link 2026-02-12T01:48Z [----] followers, [--] engagements

"NKTR & CRVS Armstrong meets Curtis - FMA (2003) https://t.co/WRswPuBm7L Armstrong meets Curtis - FMA (2003) https://t.co/WRswPuBm7L"
X Link 2026-02-12T19:05Z [----] followers, [----] engagements

"@luckyjones14003 @hannibalspeaks The main q is around the inconsistent messages from Kaiser and Pravin. Kaiser said in [----] that he expects 50-70% and 90% don't need rescue in control and Ax arms. Pravin said 20% and 70% later. 😔"
X Link 2026-02-12T23:27Z [----] followers, [---] engagements

"@AIxGLP1 @wallstlobo They even prepared pizza"
X Link 2026-02-13T00:18Z [----] followers, [---] engagements

"For those who long NKTR through the maintenance catalyst read these questions in the thread. Pair with the PK data and let me know if you were/would be nervous or what convinced you to hold through this binary. @A_May_MD I'm long this name too but i've been digging more as I'm adding to the position. Hopefully you have time to answer a few questions. These questions are related to their Atopic Dermatitis data. The slide #'s referenced below are from the Sept Corp. Presentation 1) Slide [--] @A_May_MD I'm long this name too but i've been digging more as I'm adding to the position. Hopefully you"
X Link 2026-02-13T04:22Z [----] followers, 12.8K engagements

"I am definitely not saying NKTR's data is suspicious but the Q12W efficacy was NOT in my bingo card (although I believe the disease-modifying Treg theory). Induction data showed some signs of pleateuing which made me feel very nervous"
X Link 2026-02-13T04:29Z [----] followers, [----] engagements

""Detailed SOL-1 data to be presented at the 49th Macula Society Annual Meeting" When is the last time you see this kind of statement in a pre-announcement"
X Link 2026-02-13T22:19Z [----] followers, [----] engagements

"$RVMD [----] in G12D NSCLC"
X Link 2025-04-27T17:02Z [----] followers, 52.2K engagements

"$PALI Mufemilast an PDE4 inhibitor demonstrated 26% and 44% pbo-adj remission in the induction phase 🔥🔥 https://programme.ueg.eu/2025/#/week/details/presentations/3710 https://programme.ueg.eu/2025/#/week/details/presentations/3710"
X Link 2025-10-06T04:31Z [----] followers, 63.2K engagements

"@TweetAwayDK @Anthony_TayIor A borderline 15% will be punished. The 2mg Eylea control should be poor enough to infer 8mg Eylea won't be otherwise superior and Axi should be good enough that enables a read through to SOL-R or even language on the label"
X Link 2026-01-28T05:08Z [----] followers, [---] engagements

"@Adam7477882377 @JeremyFalmouth Why do you believe the doc will use it without a loading phase"
X Link 2026-02-14T17:30Z [----] followers, [---] engagements

"$EYPT This Jak story is a blatant lie 3% inhibition of Jak2 at 1uM https://pmc.ncbi.nlm.nih.gov/articles/PMC8861424 https://investors.eyepoint.bio/static-files/dfeac70f-bc7c-4511-90c0-e6d8978f6d0f https://pmc.ncbi.nlm.nih.gov/articles/PMC8861424 https://investors.eyepoint.bio/static-files/dfeac70f-bc7c-4511-90c0-e6d8978f6d0f"
X Link 2026-01-03T00:00Z [----] followers, [----] engagements

"AVXL rushed to do the earnings before they had to report this material info. Reserving some cash for a potential hype around "FDA allows us to file NDA after a type C meeting" PR around Feb [--]. https://t.co/aslAd4x2qB Reserving some cash for a potential hype around "FDA allows us to file NDA after a type C meeting" PR around Feb [--]. https://t.co/aslAd4x2qB"
X Link 2026-02-09T15:22Z [----] followers, [----] engagements

"@A_May_MD FDA said F is 0.01% if GLP-1 is naked. https://www.accessdata.fda.gov/drugsatfda_docs/nda/2019/213051Orig1s000PharmR.pdf https://www.accessdata.fda.gov/drugsatfda_docs/nda/2019/213051Orig1s000PharmR.pdf"
X Link 2026-02-10T02:05Z [----] followers, [----] engagements

"Richard Pazdur's message on LinkedIn"
X Link 2026-02-14T14:57Z [----] followers, 24K engagements

"If you consider shorting OCUL consider shorting EYPT more heavily. Sincere advice"
X Link 2026-01-30T17:53Z [----] followers, [----] engagements

"More on the Nature Medicine time of day IO-chem paper. Extended Data Fig. [--] is a vector graph so literally I am able to extract the patient id and up to four infusion timings per patient from the pdf. Thx 1/ https://www.nature.com/articles/s41591-025-04181-w#Sec21 https://www.nature.com/articles/s41591-025-04181-w#Sec21"
X Link 2026-02-10T23:28Z [----] followers, 28.8K engagements

"shorts cannot cover more"
X Link 2026-02-13T22:08Z [----] followers, 12.9K engagements

"Upon the craziest assumptions (super high logD strong melanin binding and near failure to release from the hydrogel low interspecies translation) unbound Axitinib is still sitting on 1x IC50 in the tissue. Realistically it should cover 10x IC50 until the depot drains. $OCUL PK Data If OCUL fails it will be a failure of translational pharmacology in ophthalmology. Based on the PK 100% of subjects should remain rescue free at [--] months. IC50 for axitinib is .03 - .2nM .77 ng/n is IC90. We are WAY above this in NHPs and Rabbits out to [--] months. https://t.co/SBYvPHcTi0 PK Data If OCUL fails it"
X Link 2026-02-15T15:00Z [----] followers, [----] engagements

"@john_hersc79276 @Biomaven Rescue on [---] letter loss might introduce some vision deficit. We don't know if this is true for super responders tho. Let's see"
X Link 2026-02-15T23:21Z [----] followers, [---] engagements

"@TweetAwayDK @plainyogurt21 Stat sig cutoff is delta=15%. Pravin has said numerous times. But market expects more than this. Better 30%"
X Link 2026-02-04T23:20Z [----] followers, [---] engagements

"As the publication date that Dr Raoult promised to Dr Oz is approaching his team is busy with data selection. Will explain when the result becomes public"
X Link 2020-04-08T12:59Z [----] followers, [--] engagements

"(1/n) Raoults team reported the result of hydroxychloroquine + azithromycin trial to treat COVID19 for 1k patients. Once again data is broken and I smelled their anxiety several days ago. Threads🔻 https://x.com/houndcl/status/1247871814396764166 https://www.mediterranee-infection.com/wp-content/uploads/2020/04/Table_final_website_IHU_09_04_2020.pdf https://www.mediterranee-infection.com/wp-content/uploads/2020/03/ABSTRACT-v-2-GB.pdf As the publication date that Dr Raoult promised to Dr Oz is approaching his team is busy with data selection. Will explain when the result becomes public."
X Link 2020-04-09T16:59Z [----] followers, [---] engagements

"(1/) An update of analysis of Dr. Raoults #hydroxychloroquine #azithromycin trial on [----] patients. (warning: it more like conspiracy theory) https://www.mediterranee-infection.com/pre-prints-ihu/ https://www.mediterranee-infection.com/pre-prints-ihu/"
X Link 2020-04-12T05:08Z [----] followers, [---] engagements

"(10/) conclusion If one still believe there is no bias & no selection in this trial take it. otherwise pls trust the RCTs by entities with greater level of responsibility and data integrity. RCT may not leads to magic cure it doesn't fool you. the end"
X Link 2020-04-12T05:29Z [----] followers, [--] engagements

"Having seen so many double standards on #remdesivir and #hydroxychloroquine result I decide to start a thread to share how I read a scientific paper. While I only expect 1% people who finally adopt the protocol I do hope scientists and famous writers have a try. thread🔻"
X Link 2020-04-13T21:22Z [----] followers, [--] engagements

"I am angry. My colleagues worked hard and compiled high-quality review about #COVID19 but found it hard to have a quick publication because bioarXiv doesn't accept review. Meanwhile you guys keep polluting our knowledge base WITHOUT any peer review. @raoult_didier"
X Link 2020-04-16T20:33Z [----] followers, [---] engagements

"Today #raoult updated their in vitro synergy preprint with title "In vitro testing of combined #Hydroxychloroquine and #Azithromycin on SARS-CoV-2 shows synergistic effect" This is nonsense🔻 3/30: 4/17: https://www.mediterranee-infection.com/wp-content/uploads/2020/04/Andreani-et-al.-preprintV2.pdf https://www.mediterranee-infection.com/wp-content/uploads/2020/03/Andreani-et-al.-Pre-print-V2.pdf https://www.mediterranee-infection.com/wp-content/uploads/2020/04/Andreani-et-al.-preprintV2.pdf https://www.mediterranee-infection.com/wp-content/uploads/2020/03/Andreani-et-al.-Pre-print-V2.pdf"
X Link 2020-04-17T20:15Z [----] followers, [--] engagements

"Thanks for providing an interesting story. The purposed drug combination may prevent hospitalization for patients with flu-like symptom. #azithromycin is a good medicine for pneumonia for sure. Btw the p-value is off. Please select more elderly patients from your database. bye. Un manuscrit dont la publication devrait faire parler : exprimentation de la bithrapie HCQ+AZ au Brsil. Des rsultats qui vont dans le sens d'une prescription ds les premiers symptmes. https://t.co/j6XIANLKHz https://t.co/K0hFEHserc Un manuscrit dont la publication devrait faire parler : exprimentation de la bithrapie"
X Link 2020-04-18T16:59Z [----] followers, [---] engagements

"This is called confirmation bias Pr Raoult. Yesterday I just tweeted that a real scientist should not make judgement based on anecdotal study like politician or general public https://x.com/houndcl/status/1252762166073143296s=21 The witchhunter @MicrobiomDigest is not attentive to details when she judges that a study is useful to her paranoiac fights Control group was treated with azithromycin. Nearly dying patients with lymphopenia were treated with hydroxychloroquine. Fraudulent study. Fake news. https://x.com/houndcl/status/1252762166073143296s=21 The witchhunter @MicrobiomDigest is not"
X Link 2020-04-22T10:26Z [----] followers, [--] engagements

"A letter to MAHEVAS et al. MedRxiv [----] which has concluded that "No evidence of clinical efficacy of hcq in COVID19 patients" from #raoult. In this long letter several frauds were found & corrected. After correction: still no evidence of efficacy🤣 https://www.mediterranee-infection.com/mahevas-et-al-fraude-scientifique/ https://www.mediterranee-infection.com/mahevas-et-al-fraude-scientifique/"
X Link 2020-04-24T17:21Z [----] followers, [--] engagements

"Given: [--]. #hydroxychloroquine doesn't prevent symptom onset after exposure [--]. #hydroxychloroquine +- macrolide = more side effect [--]. in vitro synergy with #azithromycin from #raoult's study is a fraud Can we stop HCQ+AZ trials for mild #covid19 which need [----] patients"
X Link 2020-06-03T20:29Z [----] followers, [--] engagements

"A Randomized Trial of Hydroxychloroquine as Postexposure Prophylaxis for Covid19 ✅HCQ didn't prevent illness of Covid19 when used as postexposure prophylaxis = [--] days after exposure ✅quality RCT: everything balanced except more side effect in HCQ arm https://www.nejm.org/doi/full/10.1056/NEJMoa2016638query=featured_home#.Xth1ZCPw8ko.twitter https://www.nejm.org/doi/full/10.1056/NEJMoa2016638query=featured_home#.Xth1ZCPw8ko.twitter"
X Link 2020-06-04T04:21Z [----] followers, [--] engagements

"@AmihaiGlazer Sorry my R is buggy today. I only see a Harry Porter correlation"
X Link 2020-07-06T05:34Z [----] followers, [---] engagements

"@Damkyan_Omega "This article was retracted after reporting of serious scientific fraud" maybe I am blind but where is the scientific fraud"
X Link 2020-08-16T15:59Z [----] followers, [--] engagements

"$MRNA mRNA-1273 100ug mRNA 1.93mg lipids altogether (SM-102 PEG cholesterol etc) 1.65mg buffer (Tris + acetate) 43.5mg sucrose $PFE BNT162b2 30ug mRNA 0.43mg ALC + 0.05mg PEG + 0.29mg other lipids 0.45mg buffer (PO4) 6mg sucrose https://www.fda.gov/media/144413/download https://www.fda.gov/media/144637/download #LNP formulation $PFE ALC-0315 https://t.co/Z5gUns1iCJ ((4-hydroxybutyl)azanediyl)bis(hexane-61-diyl)bis(2-hexyldecanoate) $MRNA SM-102 https://t.co/uky9FU6DZe heptadecan-9-yl 8-((2-hydroxyethyl) (6-oxo-6-(undecyloxy)hexyl)amino) octanoate h/t @Pilldipp @1stClef @RNAiAnalyst"
X Link 2020-12-19T01:19Z [----] followers, [--] engagements

"#mRNA vaccines from @WHO INN 1/ bnt162b1: abdavomeran RBD-T4-fibritin (modRNA) bnt162b3: ganulameran RBD-T4-fibritin-Spike_TM (modRNA) bnt162c2: pidacmeran VEEV-Spike (saRNA) bnt162b2: tozinameran Spike (modRNA) zorecimeran: CureVac RBD (no 1m) https://www.who.int/medicines/publications/druginformation/issues/WHO_DI_34-3_PL124-SpecialEdition.pdf https://www.who.int/medicines/publications/druginformation/issues/WHO_DI_34-3_PL124-SpecialEdition.pdf"
X Link 2020-12-23T06:22Z [----] followers, [--] engagements

"one meme to summarize data science"
X Link 2021-08-13T17:21Z [----] followers, [--] engagements

"@iPaulCanada [--]. GoogleFi [--]. 3"
X Link 2024-12-19T19:45Z [----] followers, 28.3K engagements

"@DrewPavlou False. According to World bank the upper middle income poverty rate (6.85USD per day = 205USD per month) is 17%. So by [----] there are only 240M people with under 205USD/month. And almost 0% under 103USD/month. Where is your 145USD number come from Which year [----] Hmm"
X Link 2025-01-18T14:56Z [----] followers, [----] engagements

"@Lostlanding good jobEMO"
X Link 2025-01-19T15:01Z [----] followers, 18.9K engagements

"@globaltimesnews It is actually because the judge paused the timer on ByunSangil's turn to discuss a potential violation a long time ago giving him a tremendous advantage to think about a critical move. By the time the judge paused the game he had been thinking about this move for 20min"
X Link 2025-01-24T01:33Z [----] followers, [----] engagements

"$vktx longs or bags mark your calendar"
X Link 2025-02-14T20:03Z [----] followers, 10.5K engagements

"Looks like the $kymr KT-621 patent is out. Amazing design. Single digit pM DC50 High selectivity against other STATs. WO2025049820 WO2025049821 Credit: Example structure: https://mp.weixin.qq.com/s/HnPuTewR5j93-PdY0MjjGA https://mp.weixin.qq.com/s/HnPuTewR5j93-PdY0MjjGA"
X Link 2025-03-08T00:21Z [----] followers, 13.5K engagements

"@NightOwlBiotech maybe the risks incubated in these revenue projections also matter $cmrx onc201's full approval is contingent on a risky confirmation p3. $aveo tivozanib has a controversial OS despite favorable PFS. $stml elzonris has a black box in the label (2.8x is ok)"
X Link 2025-03-24T00:56Z [----] followers, [---] engagements

"Quote from friend working closely with FDA: "Many experienced senior employee and key leaders at the FDA have left. We all know that review deadlines are explicitly defined so the remaining team may try to meet these deadlines. However the quality of reviews is not . 1/"
X Link 2025-03-30T19:56Z [----] followers, 27.3K engagements

"Let's congrats $ARVN for entering this year's leaderboard: top [--] most EV negative small & mid-cap common stocks. Its breakthrough PROTAC platform has successfully degraded itself in the absence of 26S proteasome 🎇"
X Link 2025-03-31T22:15Z [----] followers, [----] engagements

"BREAKING: FDA just approved Trumpaglutide - the first and only drug to treat economic obesity. Pivotal trial demonstrated BIC -17% loss on ESPY500 endpoint at only [--] weeks with no sign of plateauing. The most common side effects are GI liquidation and depression"
X Link 2025-04-07T03:12Z [----] followers, [----] engagements

"$JANX published two patents today. One describes an antibody targeting STEAP-1. The other describes a bispecific of STEAP-1 x CD3 (unmasked)"
X Link 2025-04-17T18:51Z [----] followers, [----] engagements

"$SMMT Ivonescimab is an enhanced Keytruda + Bevacizumab in a tiny subset of patients. If you understand this all the data makes sudden sense and you will realize how much overvaluation SUMMIT is"
X Link 2025-04-25T17:00Z [----] followers, 25.7K engagements

"- Handwaved $NVS's offer - Claimed enough cash for two years then announced an offering in two weeks - Did a negative NPV deal w Royalty Pharma - Boldly filed an NDA without REMS What else"
X Link 2025-05-02T03:39Z [----] followers, [----] engagements

"I was bullish on PD-1/VEGF bispecific until Pfizer paid a stupid upfront today"
X Link 2025-05-20T00:18Z [----] followers, 13.6K engagements

"Chemists' instinct is an interesting one. Today I saw a post with these structures. Within [--] secs I guessed the target correctly even if I've seen only [--] inhibitors of this target class in my life. Have tried to fine tune LLM for this type of "gut feeling" task but no luck"
X Link 2025-06-21T01:10Z [----] followers, [----] engagements

"Have built a non-speculative short position on CRDF today. Good luck to myself. The only bull I can find is that the ORR is assessed by BICR (although I don't see a good predictivity of ORR to PFS/OS in 1L CRC). This is one-asset biotech. Little room if [---] result underwhelms"
X Link 2025-07-09T18:03Z [----] followers, 16.4K engagements

". @Sports_bios and I had a quick discussion upon the 2nd Elevidys' death. He predicted the black box warning right. He'd be upset about how things unfolded. FDA should revisit the weight-based dose calculation. It is the vg cap and massive steroid use that are problematic"
X Link 2025-07-20T21:58Z [----] followers, [----] engagements

"A trap to new bio investors is to start a thesis with "if". No if. Always ask this combo questions: to your best knowledge - what's probability of if - what's probability of else"
X Link 2025-07-23T18:31Z [----] followers, 10.8K engagements

""The best way to sell a company is to develop good drugs. But as an CEO or employee if we are always focusing on wanting to sell this is the best way to fail." -- Marc de Garidel CEO of Abivax"
X Link 2025-07-26T23:44Z [----] followers, [----] engagements

"A friendly reminder @CardiffOncology. SEC will find you if you don't correct this error (or clarify the math) within 24hr. OK. A serious problem. WHERE DOES THIS p = [-----] COME FROM WHERE https://t.co/3PvRl1gvqY OK. A serious problem. WHERE DOES THIS p = [-----] COME FROM WHERE https://t.co/3PvRl1gvqY"
X Link 2025-07-29T21:44Z [----] followers, 10.9K engagements

""other reasons" struck"
X Link 2025-07-30T03:08Z [----] followers, [----] engagements

"$CRDF Besides the p-value error which is fixable this is the most bearish fact IMO. The control arm has the highest undosed or discontinuation for unknown reasons or RECIST not evaluable while 30mg arm has the least. The is as high as 4-6 (1116%) making ORR questionable. "other reasons" struck. https://t.co/RXY2DRk8rQ "other reasons" struck. https://t.co/RXY2DRk8rQ"
X Link 2025-07-30T06:40Z [----] followers, [----] engagements

"FDA: your drug is promising but we can't approve it because a senior advisor had a last-minute question and there wasn't enough time for further discussion so my director made a final call before he resigned. but tomorrow he will return. Good to sync on this Replimune: "
X Link 2025-08-04T21:31Z [----] followers, [----] engagements

"5% obese people achieving 10% weight loss within [--] weeks. From eating placebo. I have a biotech idea"
X Link 2025-08-19T13:17Z [----] followers, 11.3K engagements

"$GPCR up 7%. $LLY up [--] vikings $ALT who does not have oral program up 6%"
X Link 2025-08-19T13:26Z [----] followers, [----] engagements

"For a record. I'm out of $VKTX. Can't align on the 15mg QD maintenance strategy. Execution of the giant phase [--] is also challenging given the heightened placebo weirdness. No clear path in reducing COGS or commercializing a me-slightly-better injectable when Semaglutide LOE. 👋"
X Link 2025-08-20T18:05Z [----] followers, 11.8K engagements

"Finally I can delete ATYR from my radar and focus on good companies. I'd like to thank @TCellEngager and @anthonystaj for the constructive discussion. My inflection point is the biomarker analysis from Anthony's substack. Later PK analysis triple confirmed the short thesis"
X Link 2025-09-15T12:03Z [----] followers, [----] engagements

"Go team. We achieved nothing. $ARVN $PFE"
X Link 2025-09-17T20:49Z [----] followers, [----] engagements

"$MBX The chart shows the daily sc administration of MBX [----] in parathyroidectomy rat for [--] days. 25/40 nmol/kg led to overshoot of sCa. However there is an aggressive feedback on the sCa once the drug is withdrawn. The t1/2 of active metabolite in rat is about 70h. 1/"
X Link 2025-09-21T06:10Z [----] followers, 13.6K engagements

"OVID data will be released on September 31"
X Link 2025-09-30T20:19Z [----] followers, [----] engagements

"$ATYR ERS slides. https://atyrpharma.com/wp-content/uploads/2025/09/EFZO-FIT-ERS-2025-Presentation-FINAL.pdf https://atyrpharma.com/wp-content/uploads/2025/09/EFZO-FIT-ERS-2025-Presentation-FINAL.pdf"
X Link 2025-10-02T22:18Z [----] followers, [----] engagements

"$ABVX new data on patients with prior inadequate response to advanced therapies (AT-IR). $100 go go go https://programme.ueg.eu/2025/#/week/details/presentations/3707 https://programme.ueg.eu/2025/#/week/details/presentations/3707"
X Link 2025-10-06T05:09Z [----] followers, [----] engagements

"$PTGX 400mg QD 146g/year*person"
X Link 2025-10-07T14:25Z [----] followers, 14.7K engagements

"Wear a black hat for a sec: $PALI is now a 460M biotech with a phase [--] asset. Chasers pls know your risk"
X Link 2025-10-08T20:38Z [----] followers, 19.7K engagements

"The perfect 1-2-3 punch. Impressive. $akro Cc. @JoseRestonVA https://t.co/diOcSjiB5P The perfect 1-2-3 punch. Impressive. $akro Cc. @JoseRestonVA https://t.co/diOcSjiB5P"
X Link 2025-10-09T12:36Z [----] followers, [----] engagements

"$ABVX ABX464 story"
X Link 2025-10-09T17:07Z [----] followers, [----] engagements

"Maybe the next $ABVX. is $ABVX -- Sheep"
X Link 2025-10-17T17:08Z [----] followers, [----] engagements

"$KURA Do we expect a boxed warning of ziftomenib about differentiation syndrome Yes"
X Link 2025-10-25T03:16Z [----] followers, [----] engagements

"JNJ: we remain disciplined. REGN: we are waiting for an opportunity. NVS: we have robust free cash to be deployed. INCY: we are building a strong BD team. SNY: dont ask question. I buy. Starting a thread for 3Q large pharma M&A commentary (1/x): Starting a thread for 3Q large pharma M&A commentary (1/x):"
X Link 2025-10-28T19:26Z [----] followers, 22.1K engagements

"I think I'm done for this year. Two more catalysts to watch but won't affect the big picture. Will remain disciplined. Do some reflections 🧵 1/"
X Link 2025-10-30T18:52Z [----] followers, [----] engagements

"Oh yeah FDA has spoken biotech investors can't use shitcoin as external control to benchmark YTD"
X Link 2025-11-05T02:01Z [----] followers, [----] engagements

"Removed non-ambulatory indication plus a boxed warning. A normal FDA is back 👏 https://www.fda.gov/news-events/press-announcements/fda-approves-new-safety-warning-and-revised-indication-limits-use-elevidys-following-reports-fatal https://www.fda.gov/news-events/press-announcements/fda-approves-new-safety-warning-and-revised-indication-limits-use-elevidys-following-reports-fatal"
X Link 2025-11-14T19:52Z [----] followers, [----] engagements

"@Sanctuary_Bio @BioYOLO420 @seedy19tron Who would think it's a 15B+ empire when FIH data was like this Lots of skepticisms (including from me) early days from tox to efficacy"
X Link 2025-12-05T00:44Z [----] followers, [----] engagements

"@TweetAwayDK @Anthony_TayIor EYP-1901 [--] inserts/eye Gauge [--] (large) Drug release not synchronized with matrix bioresorption Q6M fixed Axpaxli [--] insert/eye Gauge [--] (smaller) Drug release is synchronized with matrix bioresorption Q6-9M flexible"
X Link 2026-01-28T05:49Z [----] followers, [---] engagements

"Called mom who is an MD. We cheerfully chatted about new year my life and her life. She openly expressed concerns about her severe Sjgren's syndrome - steroid is losing efficacy. I asked her to monitor nAMD progression. She said let it be. Everything will shut down eventually"
X Link 2026-02-17T04:33Z [----] followers, [----] engagements

"We were unbelievably calm about diseases ageing and (lack of) treatment options. She does not feel desperate at Sjgren's as long as QoL preserves. I was joking that I learned a lot about nAMD recently and knew she was lying her eyes were fine. We burst into laughter"
X Link 2026-02-17T04:49Z [----] followers, [----] engagements

"We are cautiously optimistic about our future. No matter what happens we have promised to move forward and support each other"
X Link 2026-02-17T05:37Z [----] followers, [---] engagements

"PK Data If OCUL fails it will be a failure of translational pharmacology in ophthalmology. Based on the PK 100% of subjects should remain rescue free at [--] months. IC50 for axitinib is .03 - .2nM .77 ng/n is IC90. We are WAY above this in NHPs and Rabbits out to [--] months. We should get strong inhibition all the way out to [--] months. If youre above IC90 youre inhibiting the receptor well enough. Form IV vs SAB-1. The selling point is one chart. SAB-1 is the old implant and FORM IV is the new one. The old implant which is markedly worse did markedly well in the phase [--] - 70% rescue free rate at 9"
X Link 2026-02-15T13:41Z [----] followers, 10.2K engagements

"The old formulation (used in US & Aus phase 1) has lots of variation. 10A-C = old 10D = new Look at the lowest concentration observed in any quadrant. 1x old may be as low as near unmeasurable. 1x new is comparable to 3x old where the lowest concentration is 200ng/g in🐇retina"
X Link 2026-02-15T15:15Z [----] followers, [----] engagements

"The new formulation also functionally outperformed the old one in the bolus VEGF-challenge experiment by a wide margin. Note I don't find any other TKI has done this very challenging experiment. This experiment predicts the durability of biologics well. https://x.com/i/status/2011706027608326595 Thanks La Lettre. I can announce openly that I'm an Oh-Cool long now. Below is my single-figure pitch.🤠 https://t.co/ziGBhcnqLT https://x.com/i/status/2011706027608326595 Thanks La Lettre. I can announce openly that I'm an Oh-Cool long now. Below is my single-figure pitch.🤠 https://t.co/ziGBhcnqLT"
X Link 2026-02-15T15:32Z [----] followers, [----] engagements

"RT @BalaBioResearch: paper out. working with adu has been an amazing experience. incredibly brilliant guy"
X Link 2026-02-15T02:56Z [----] followers, [--] engagements

"paper out. working with adu has been an amazing experience. incredibly brilliant guy $OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://t.co/znXJFCiSsP $OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://t.co/znXJFCiSsP"
X Link 2026-02-15T02:45Z [----] followers, [----] engagements

"$OCUL OCUL(L) - SOL-1 with @plainyogurt21 https://open.substack.com/pub/balabio/p/ocull-sol-1r=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/balabio/p/ocull-sol-1r=69w4o9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-15T02:42Z [----] followers, 39.6K engagements

"Richard Pazdur's message on LinkedIn"
X Link 2026-02-14T14:57Z [----] followers, 24K engagements

"Prediction: AXPAXLI - AXTOKI"
X Link 2026-02-13T22:49Z [----] followers, [----] engagements

"shorts cannot cover more"
X Link 2026-02-13T22:08Z [----] followers, 12.9K engagements

"$OCUL 17:00 on Feb. [--] [----] Ocular Therapeutix to Announce Topline Data for SOL-1 Phase [--] Superiority Trial in Wet AMD on Tuesday February [--] 2026"
X Link 2026-02-13T22:00Z 11.5K followers, 11.4K engagements

"Announce not discuss"
X Link 2026-02-13T22:09Z [----] followers, [----] engagements

"I'm long this name too but i've been digging more as I'm adding to the position. Hopefully you have time to answer a few questions. These questions are related to their Atopic Dermatitis data. The slide #'s referenced below are from the Sept Corp. Presentation 1) Slide [--] shows dupixent's placebo adjusted results are better than rezpegaldesleukin at week [--]. I'm pretty sure i've seen you comment that rezpegaldesleukin had (or will have) better efficacy than dupixent - is your thesis that responses will deepen and the maintenance data will show a different story - based on the crossover arm 2)"
X Link 2026-01-15T00:26Z [---] followers, 13.4K engagements

"NKTR & CRVS Armstrong meets Curtis - FMA (2003) https://t.co/WRswPuBm7L Armstrong meets Curtis - FMA (2003) https://t.co/WRswPuBm7L"
X Link 2026-02-12T19:05Z [----] followers, [----] engagements

"Armstrong meets Curtis - FMA (2003)"
X Link 2026-02-12T18:10Z 1.9M followers, 55.5K engagements

"coincidence lol"
X Link 2026-02-12T19:21Z [----] followers, [----] engagements

"Fly to $68 tomorrow $NKTR [---] million upsized at $58 $NKTR [---] million upsized at $58"
X Link 2026-02-12T04:02Z [----] followers, [----] engagements

"$NKTR [---] million upsized at $58"
X Link 2026-02-12T03:26Z 42.5K followers, 38.1K engagements

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