@pemulisking Year of GladYear of Glad posts on X about in the, ai, $mrna, legn the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 15.27% finance 10.69% technology brands 5.34% cryptocurrencies 3.05% countries 1.53%
Social topic influence in the 16.03%, ai 6.11%, $mrna 3.82%, legn #15, stocks 3.05%, market 3.05%, guess 3.05%, $pcvx 2.29%, $hims 2.29%, buying 2.29%
Top accounts mentioned or mentioned by @melvinriskmgmt @adamfeuerstein @financebully @amaymd @vulpescap @plainyogurt21 @biofeed @sanctuarybio @unicornbiotech @biotechport @cloisterres @profoak @aaronrosenblum5 @bayareabiotechi @mopgcw @archimedes20311 @epickram @aditharun @applehelix @drjengunter
Top assets mentioned Moderna Inc (MRNA) Vaxcyte, Inc. (PCVX) Hims & Hers Health, Inc. (HIMS) Legend Biotech Corp (LEGN) Intellia Therapeutics, Inc (NTLA) Arvinas, Inc (ARVN) Arrowhead Research Corporation (ARWR) ImmunityBio, Inc. Common Stock (IBRX) Abivax SA (ABVX) Adverum Biotechnologies, Inc. Common Stock (ADVM) Olema Pharmaceuticals, Inc. (OLMA) CRISPR Therapeutics AG (CRSP) uniQure N.V. (QURE) Zenas BioPharma, Inc. (ZBIO) BEAM (BEAM) Celcuity Inc. Common Stock (CELC) Roivant Sciences Ltd. Common Shares (ROIV) LimeWire (LMWR) Corcept Therapeutics Inc. (CORT) Arcellx, Inc. (ACLX) Janux Therapeutics, Inc. (JANX) Vir Biotechnology, Inc. Common Stock (VIR) Alpha Technology Group Limited (ATGL) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) SuperRare (RARE) Allora (ALLO)
Top posts by engagements in the last [--] hours
"FDA falling firmly into the hands of the crazies Vinay talking about efficacy studies for pneumococcal vaccines and $PCVX is still a $6B company. 🤷♂"
X Link 2025-12-02T16:24Z [----] followers, [---] engagements
"@MelvinRiskMgmt Gotcha. I'd say that 1) even if ACLX has a better product LEGN is still far ahead enough in 2L and then 1L that they should still have a few years of growth ahead and 2) I think it's far from a settled question whether ACLX is truly better"
X Link 2026-02-02T20:13Z [---] followers, [---] engagements
"@MelvinRiskMgmt IMO good odds it'll be higher vs lower in 6-12mo but hear you there"
X Link 2026-02-02T20:16Z [---] followers, [---] engagements
"I missed Flagship IPOs ❤ https://www.bloomberg.com/news/articles/2026-02-04/flagship-backed-drug-firm-generate-biomedicines-files-for-us-ipo https://www.bloomberg.com/news/articles/2026-02-04/flagship-backed-drug-firm-generate-biomedicines-files-for-us-ipo"
X Link 2026-02-06T00:07Z [----] followers, [---] engagements
"This is a really interesting point and has me wondering if converts systematically reduce the volatility and end the "memeiness" of meme stocks. Case in point--even GME the meme stock godfather has traded in a tight boring range ever since their convert issuance last June. And just for the record the hedge funds who bought these $HIMS convert notes in May largely did it because they wanted to short the stock. Not because they were getting hosed by retail and Dudum by buying notes above market value. They arent idiots and many of them were And just for the record the hedge funds who bought"
X Link 2026-02-07T21:00Z [----] followers, [----] engagements
"Trying to figure out my allegiances in Vinay vs. $MRNA"
X Link 2026-02-11T00:11Z [----] followers, [----] engagements
"$MRNA may be trying hard to pivot to oncology but you know which one of their other Phase [--] trials also has a control arm that might not reflect the best available standard of care. https://www.nejm.org/doi/abs/10.1056/NEJMoa2402604 https://www.nejm.org/doi/abs/10.1056/NEJMoa2402604"
X Link 2026-02-11T17:50Z [----] followers, [----] engagements
"@biot_notes Hard to be confident in the TSS endpoint IMO given tight margin tiny n for precedent and the fact that the drug makes you feel lousy"
X Link 2026-02-12T01:01Z [----] followers, [---] engagements
"@adamfeuerstein @DrPatrick Sounds like his conversations with the FDA are going great Maybe he can try his luck with Saudi or if even they aren't persuaded Kazakhstan"
X Link 2026-02-12T18:26Z [----] followers, [---] engagements
"Haven't historically liked the stock but it seems wild that $LEGN is trading at an EV of 1x last year's Carvykti sales with profitability guided for this year. What am I missing"
X Link 2026-02-02T18:10Z [----] followers, [----] engagements
"God grant me the optimism of a $PCVX investor looking at the US vaccines landscape right now and being like"
X Link 2026-02-11T14:38Z [----] followers, [---] engagements
"@JacobPlieth $LEGN EV right around what Capstan/Orbital/Orna went for plus you get a nice little blockbuster Carvykti franchise as a bonus"
X Link 2026-02-12T20:37Z [----] followers, [---] engagements
"$ABVX $134M non-10b5-1 share sale by a board member--I think we can close the books on any near-term M&A"
X Link 2026-01-08T14:38Z [----] followers, 57.2K engagements
"Ok I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to longevity health and cancer and what is its incidence in the US population. Next ask how well recognized is the condition of lymphopenia Next can I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to longevity health and cancer and what is its incidence in the US population. Next ask how well recognized is the condition of lymphopenia Next can"
X Link 2026-02-14T18:41Z [----] followers, 11.4K engagements
"@financebully @A_May_MD Quite a choice of something to try to dunk on him on--the $ZBIO IgG4-RD data pretty much prove the point he was making in the meme"
X Link 2026-02-14T19:02Z [----] followers, [----] engagements
"Finally found an issue I agree with Mamdani on (apathy towards parades) I Think You Should Leave sketch https://t.co/i526WxGkmi I Think You Should Leave sketch https://t.co/i526WxGkmi"
X Link 2025-10-17T19:17Z [---] followers, [--] engagements
"@PCM_bio @ScorpionFund There are a few pretty good skeptical analysts but we both know the business model doesn't incentivize that. But it's one thing to recognize that and another to just give everyone a pass for any critical thinking about whether drugs will actually work"
X Link 2025-10-07T21:00Z [---] followers, [---] engagements
"Surprised $BEAM not yet up on this $1.5B $BMY/Orbital deal. BEAM owned 31.5% of Orbital at founding; this was likely diluted in the Series A but could still be substantial cash for BEAM in addition to squishier platform validation. Gene editing stocks have moved on much less"
X Link 2025-10-10T14:05Z [---] followers, [----] engagements
"Apologies for hatin' but both evERA and the $CELC update are pretty weak 🤷♂"
X Link 2025-10-19T00:27Z [---] followers, [----] engagements
"This $ADVM deal is pretty silly"
X Link 2025-10-24T12:37Z [---] followers, [---] engagements
"@ThePharmaFox It's not that simple--it's very hard to get the safety/PK/delivery right (and unclear that $ADVM has--hence the takeunder with most of the value in the CVR) and you need to wait for loss of exclusivity on the reference biologic anyway"
X Link 2025-10-25T13:19Z [---] followers, [--] engagements
"@A_May_MD I don't disagree with any of this but what do you think breaks it This was all pretty clear after the last liver event too and the stock still quadrupled"
X Link 2025-10-27T14:20Z [---] followers, [----] engagements
"I liked $NTLA for quite a while. I think they're a quality team and if safety were clean I think their drugs would have surprised to the upside commercially. But it's very much over. And it's probably over for all the current generation of in vivo gene editing programs too"
X Link 2025-10-29T21:05Z [---] followers, [----] engagements
"@CloisterRes @sharkbiotech @A_May_MD $ABUS is more or less a pure play on that litigation so should give some indication of what's being priced into $ROIV there (and probably a short if you have conviction in the above)"
X Link 2025-10-30T00:02Z [---] followers, [---] engagements
"@A_May_MD Agree with a small correction--the first Grade [--] liver event was in Aug 2022.the one in May was already the second one"
X Link 2025-10-30T15:45Z [---] followers, [----] engagements
"@A_May_MD I'm pretty sure they said it was Grade [--] but now I can't find it. The publication speaks to 3() ALT/AST elevations of 5x ULN i.e. at least Grade 3"
X Link 2025-10-30T16:15Z [---] followers, [---] engagements
"@Prof_Oak_ They've invented a perpetual motion machine and all it gets them from you is sarcasm"
X Link 2025-10-31T02:55Z [---] followers, [---] engagements
"@Prof_Oak_ Off-target rates are pretty low; how plausible is it that a neoepitope that's likely being generated in 1% of liver cells would cause such significant tox"
X Link 2025-10-31T18:51Z [---] followers, [---] engagements
"@lifeisblank21 Wait Limewire still exists"
X Link 2025-11-03T03:29Z [---] followers, [---] engagements
"In this world nothing can be said to be certain except death taxes and $CORT shaking off a sales miss"
X Link 2025-11-05T14:41Z [---] followers, [---] engagements
"@medstudentinvst Generally agree though think you're too laudatory about the data. It's good sure but it's also a small open-label cohort. Very tough to compare to acoramidis/vutrisiran/etc"
X Link 2025-11-11T01:01Z [---] followers, [---] engagements
"Palazestrant ($OLMA) has a reasonable shot at being best in class and vepdegestrant ($ARVN) looked nearly identical to Roche's giredestrant in the most apples-to-apples comparison (VERITAC-2 vs. acelERA). There should be a real scarcity value now for both programs"
X Link 2025-11-18T15:04Z [---] followers, [---] engagements
"@tomorrowdaworld I don't think anyone is going to run a SERENA-6 like trial. Yes they're trying to outlicense vepdegestrant presumably to someone who'd run a 1L and/or adjuvant study. Although after today's news I wouldn't be surprised if Pfizer reconsiders taking it forward themselves"
X Link 2025-11-19T01:30Z [---] followers, [--] engagements
"@avidresearch @CrocsAnalyst @bigpharmaguy Right that's what I was saying. People incorrectly assume that these drugs don't work in ESR1wt based on data in late-line patient populations who are largely resistant to endocrine therapy regardless. Gire's win here is likely due to treatment setting not a differentiated drug"
X Link 2025-11-19T13:24Z [---] followers, [---] engagements
"@AlecGaffney Why is it that the White House wants her gone"
X Link 2025-11-21T19:23Z [---] followers, [----] engagements
"Does anyone here follow $PVLA and actually have conviction that the addressable patient populations for their indications are anywhere close to what they say"
X Link 2025-11-24T15:05Z [---] followers, [---] engagements
"@adamfeuerstein @Sanctuary_Bio I guess but couple things: 1) $ACLX is in a uniquely vulnerable position as their valuation bakes in a lot and it'll be a while before they even have approval in earlier lines. 2) Sometimes seeing it makes it real"
X Link 2025-11-24T18:20Z [---] followers, [---] engagements
"@AaronRosenblum5 @BayAreaBiotechI Gotcha thanks. I'd be surprised but we'll see"
X Link 2025-11-26T17:53Z [---] followers, [---] engagements
"@BayAreaBiotechI Not sure that catching up to $JANX is a particularly auspicious goal in light of today's data but yeah I think $VIR has the much better setup of the two"
X Link 2025-12-01T22:23Z [---] followers, [---] engagements
"@unicornbiotech Nice find--guessing that's why they dodged the question on their earnings call around whether they've treated any patients yet"
X Link 2025-12-02T19:27Z [---] followers, [--] engagements
"@Vulpescap @drsprs Plenty of alpha to be had on the short side let alone the benefits of mitigating market risk and enabling leverage. It's fine if it's not a good fit for your investment objectives/style but silly to make a broad statement like that"
X Link 2025-12-06T21:34Z [---] followers, [---] engagements
"@AaronRosenblum5 @Vulpescap Assume it's because of imputing missing data (though yes would be good for them to clarify)"
X Link 2025-12-16T13:48Z [---] followers, [---] engagements
"@unicornbiotech @TripleGateCaptl @US_FDA PDUFA delays generally augur well for approval"
X Link 2025-12-16T15:15Z [---] followers, [--] engagements
"@Vulpescap @Sanctuary_Bio @mopgcw Depends vastly what buyside job you're comparing to. I'm sure doing your own thing can be better than being a junior at RA or whatever but tough to compete with good economics at a good fund"
X Link 2025-12-19T18:53Z [---] followers, [---] engagements
"@biofeed @Vulpescap @Sanctuary_Bio @mopgcw Probably true though working for a fund has the advantage of an inherent call option structure--the worst that can happen is getting fired while the upside is unbounded"
X Link 2025-12-19T19:10Z [---] followers, [---] engagements
"@gcbioinv Also wild: some of the defendants appear to be represented by former NJ governor and current Trump punching bag Chris Christie"
X Link 2025-12-21T18:58Z [---] followers, [---] engagements
"Nobody presents data quite like $CRSP (derogatory)"
X Link 2025-12-22T13:49Z [---] followers, [---] engagements
"@Jn66039675 @financebully Disagree. Their safety advantage is entirely speculative and they're well behind a much better-resourced competitor"
X Link 2025-12-25T16:05Z [---] followers, [---] engagements
"@plainyogurt21 @Archimedes20311 Fwiw Rich Law at GS put out a deep dive trying to establish inverse dose response in HS in the context of $MLTX. I didn't think it was particularly convincing at the time but maybe worth a look if it's something you're thinking through"
X Link 2025-12-27T15:50Z [---] followers, [---] engagements
"Setrusumab Ph2 a good case study that if you mandate a certain event rate as inclusion criteria in a study you're gonna get a change in that event rate through mean reversion alone. The drug never actually did anything for fractures. $MREO $RARE"
X Link 2025-12-29T13:36Z [---] followers, [----] engagements
"Weird move in $VSTM--does anyone actually care about this RAMP-203"
X Link 2025-12-29T21:05Z [---] followers, [---] engagements
"So says the guy who lit $6B on fire on his ill-conceived science project of a company. That could have funded a lot of good US innovation too I wish it weren't the case but @LifeSciVC is wrong about this. The crisis in biotech startups is not just "biotech being cyclical" - you can see clearly that the rise in Chinese startups is not cyclical over the last [--] years - it's spiking up in the last [--] years (see chart https://t.co/h6D6ifadqH I wish it weren't the case but @LifeSciVC is wrong about this. The crisis in biotech startups is not just "biotech being cyclical" - you can see clearly that"
X Link 2025-12-31T19:56Z [---] followers, 13.5K engagements
"@Charlie40074981 $6.07B as of last quarter. A non-negligible percentage of the annual US venture funding that's gone to China"
X Link 2026-01-01T16:00Z [---] followers, [---] engagements
"@BiotechPort My favorite name for the year is a contrarian one that I rarely see discussed: $ALLO"
X Link 2026-01-01T16:38Z [---] followers, [---] engagements
"@plainyogurt21 @EpochSwing @SnackBioTech I'm skeptical of the generalizability of that conclusion (healthcare sector mutual funds seem like the wrong place to study) but 5% alpha would be very good. I think most doctors are bad investors because most people are bad investors"
X Link 2026-01-01T21:01Z [---] followers, [---] engagements
"@biofeed Agreed and this year's winner $ABVX is probably the canonical example (assume that's what you were referencing). The problem with most of such companies though is that they are terrible"
X Link 2026-01-03T21:06Z [---] followers, [----] engagements
"@oakazaki I didn't get that far I was already too busy taking out a loan on all my assets to buy more IBRX shares"
X Link 2026-01-04T21:03Z [---] followers, [--] engagements
"ARKG +2.5% / XBI -2% today is.something"
X Link 2026-01-05T19:34Z [---] followers, [---] engagements
"$DRUG looks like a whopping total of [--] DEE patients actually completed the study"
X Link 2026-01-06T12:24Z [---] followers, [----] engagements
"$ARWR looks like the tirz monotherapy arm underperformed in their small INHBE combo study--not clear how much weight loss if any the INHBE is adding"
X Link 2026-01-06T12:41Z [---] followers, [----] engagements
"Is there any good evidence that these INHBE RNAis are doing anything other than defatting the liver $ARWR tirz combo weight loss looks exactly like you'd expect tirz monotx to look like at 16wks (regardless of what their n=5 monotx showed)"
X Link 2026-01-06T14:00Z [---] followers, [---] engagements
"Why has $MRNA been so strong lately Just squeeze People positioning ahead of melanoma data Something else"
X Link 2026-01-06T16:26Z [---] followers, [----] engagements
"$ARWR $WVE Ehhhhh: 1) Odd rebound in the n=5 TZP + pbo arm and clearly underperformed TZP comps 2) 200mg arm doesn't separate until after the 16wk endpoint (how much inhibition left then) 3) n=3 400mg arm only separates as error bars blow out--is this driven by [--] patient"
X Link 2026-01-06T17:07Z [---] followers, [----] engagements
"@epickram Fair point but I believe they'd be above 5mg by week [--] of S-2"
X Link 2026-01-06T18:07Z [---] followers, [---] engagements
"@epickram I don't think these INHBE programs drive meaningful weight loss and I think the regulatory path and commercial opportunity for them are very unclear"
X Link 2026-01-06T18:27Z [---] followers, [---] engagements
"@abbynac I kinda do too.but I don't think $RVMD has any reason to comment regardless"
X Link 2026-01-07T21:37Z [---] followers, [---] engagements
"Hadn't listened to an $IMRX call before but this CEO sounds like he's talking to a small child and trying to convince him that broccoli is delicious"
X Link 2026-01-08T14:16Z [---] followers, [----] engagements
"@agamemnus_dev Do you need me to circle the relevant part"
X Link 2026-01-08T14:52Z [---] followers, [----] engagements
"Man I try to be generous of spirit but after some of these interactions this morning let me just say that I'm glad to have some of you guys out here as counterparties"
X Link 2026-01-08T16:50Z [---] followers, [----] engagements
"@adamfeuerstein Yep--and you get credit for being right on this from the get-go (while I was wrong). But the ability of some people to deny what's right in front of them is amazing"
X Link 2026-01-08T16:53Z [---] followers, [----] engagements
"@seedy19tron Sure but if there were a deal in late stages they wouldn't (and couldn't) sell"
X Link 2026-01-09T00:47Z [---] followers, [----] engagements
"@pharmafather123 It is difficult to get a man to understand something when his buyout thesis depends upon his not understanding it"
X Link 2026-01-09T17:37Z [---] followers, [---] engagements
"4pm on JPM Sunday and the only biotech news I see is a negative regulatory update.is it gonna be that kind of year"
X Link 2026-01-11T21:09Z [---] followers, 15.5K engagements
"Negative regulatory update and a sales miss :-/"
X Link 2026-01-11T22:16Z [---] followers, [----] engagements
"@adamfeuerstein I'm not blaming you And I'm not shedding any tears for STOK or ALNY"
X Link 2026-01-11T22:41Z [---] followers, [---] engagements
"$CRSP weak reductions from their first-gen Lp(a) program; pivoting to a second-gen"
X Link 2026-01-12T13:40Z [---] followers, [----] engagements
"Mkt neutral + L/S biotech folks--how bad is it out there right now It feels pretty bad"
X Link 2026-01-13T17:13Z [---] followers, 11.6K engagements
"@CloisterRes Lifesci hold music easily the best"
X Link 2026-01-13T19:14Z [---] followers, [---] engagements
"$OCGN inverse dose-response looks like n=5 in the control arm (did they exclude patients) no mention of the fellow eye analysis that they touted in the Ph1"
X Link 2026-01-15T13:24Z [---] followers, [----] engagements
"And the n=5 control arm meaningfully underperformed the control arms from Syfovre/Izervay 🤷♂ $OCGN inverse dose-response looks like n=5 in the control arm (did they exclude patients) no mention of the fellow eye analysis that they touted in the Ph1 https://t.co/0G2ILI2bRn $OCGN inverse dose-response looks like n=5 in the control arm (did they exclude patients) no mention of the fellow eye analysis that they touted in the Ph1 https://t.co/0G2ILI2bRn"
X Link 2026-01-15T13:58Z [---] followers, [----] engagements
"@Vulpescap @Harithr Unfortunately I must agree--I like GUTS and own some but this is penny stock behavior"
X Link 2026-01-15T19:51Z [---] followers, [---] engagements
"@MelvinRiskMgmt @Biohazard3737 Dunno man--in my experience the consensus M&A short basket into the conference is still a reliable alpha generator"
X Link 2026-01-16T16:39Z [---] followers, [--] engagements
"@biofeed @realchinesespy Ah 10000x upside.a reasonable $60T market cap just a cool 120x multiple on the entire US prescription drug spend"
X Link 2026-01-18T02:41Z [---] followers, [---] engagements
"Two share sales from $IBRX board members in the past two trading days.did they not get the memo that they have the cure for all cancers"
X Link 2026-01-20T16:54Z [---] followers, [----] engagements
"Think both $OLMA and $ARVN should be up more on the Roche lidERA data. Roche gained almost $30B in mkt cap on the news which validates SERDs as a CDK-like ($15B/yr and growing) opportunity"
X Link 2025-11-18T15:04Z [----] followers, [----] engagements
"@aditharun_ @bingbingbom $ARVN $GUTS $PMVP all interesting IMO (though pretty different setups)"
X Link 2025-12-10T17:35Z [---] followers, [---] engagements
"What's up with $LENZ today"
X Link 2025-12-12T17:16Z [---] followers, [----] engagements
"@biofeed @MelvinRiskMgmt Anyway--I like $MNMD here any other psych names we like"
X Link 2025-12-23T15:48Z [---] followers, [---] engagements
"@plainyogurt21 @Archimedes20311 Wish we had some of the other endpoints in this NVS study--it's a weird dataset. In any case I think the '825 data are a bit of a fly in the ointment for $AVTX which is otherwise a very clean story. I don't put a ton of weight to it but also tough for me to explain it away"
X Link 2025-12-27T15:54Z [---] followers, [---] engagements
"Guess everyone's excited to play another round of Hy's Law roulette $NTLA"
X Link 2026-01-27T13:48Z [----] followers, [----] engagements
"@adamfeuerstein"
X Link 2026-01-28T01:26Z [---] followers, [----] engagements
"You have to wonder what this means for the FDA's thinking on $QURE. Integration of an AAV into a protooncogene is exactly what you don't want to see. BREAKING: FDA halts $RGNX gene therapy trials after brain tumor found in patient. Tumor found in patient treated with MPS I therapy. FDA placed hold on it and the MPS II therapy. They are similar constructs. The MPS II therapy has a Feb. [--] PDUFA date now up in the air. BREAKING: FDA halts $RGNX gene therapy trials after brain tumor found in patient. Tumor found in patient treated with MPS I therapy. FDA placed hold on it and the MPS II therapy."
X Link 2026-01-28T13:13Z [----] followers, [----] engagements
"@unicornbiotech"
X Link 2026-01-29T21:16Z [---] followers, [---] engagements
"Ah some insights from noted bubble-recognizer Cathie Wood While parabolic moves often take asset prices higher than most investors would think possible the out-of-this-world spikes tend to occur at the end of a cycle. In our view the bubble today is not in AI but in gold. An upturn in the dollar could pop that bubble a la [----] to While parabolic moves often take asset prices higher than most investors would think possible the out-of-this-world spikes tend to occur at the end of a cycle. In our view the bubble today is not in AI but in gold. An upturn in the dollar could pop that bubble a la"
X Link 2026-01-30T00:11Z [----] followers, [----] engagements
"@financebully @AppleHelix They'd argue that these drugs work via inhibition and that degradation is a red herring and that they're the only one driving complete inhibition"
X Link 2026-01-30T15:40Z [---] followers, [--] engagements
"@BiotechPort @plainyogurt21 I don't disagree with those concerns but I do think these are active drugs and that they'll be commercial successes if they get across the goal line"
X Link 2026-01-31T00:52Z [---] followers, [---] engagements
"@anthonystaj Weird I've had the opposite experience. I find Claude consistently pretty lazy while ChatGPT (at least Pro) is generally very good/thorough"
X Link 2026-02-01T20:31Z [---] followers, [---] engagements
"@aditharun_ @AppleHelix PFE decision happened before the (surprising) success of Roche's evERA trial. This isn't based on any specific commentary but I think there's a nonzero chance that PFE takes vepdegestrant back now"
X Link 2026-02-02T20:24Z [---] followers, [---] engagements
"@But_The_Comps Thanks.though doesn't he have less control/influence now than back when it was a $70+ stock and people presumably weren't bothered"
X Link 2026-02-03T01:13Z [---] followers, [---] engagements
"Not at all a knock on $OCUL but there is [--] chance a deal happens before their imminent SOL-1 data and the fact that the story doesn't mention SOL-1 at all but talks about a Dupi/Dextenza combo tells you everything you need to know about its credibility"
X Link 2026-01-15T13:07Z [----] followers, 13.9K engagements
"@plainyogurt21 @BiotechPort Axpaxli is pretty clearly active in DR though equally clearly falls short of Eylea. Think to be bullish you need to believe it's an induction vs. maintenance issue which I think is reasonable"
X Link 2026-01-30T18:18Z [----] followers, [---] engagements
"Does IL-15 treat manic episodes Imagine the MOST MODERNIZED BIOLOGICALLY BASED AI DRIVEN BIOTECH INDUSTRY based on the mind map I drew up in that slide as far back as [----]. Each of the key immune elements on that slide have now been tested in multiple QUILT FDA authorized trials across multiple tumor types Imagine the MOST MODERNIZED BIOLOGICALLY BASED AI DRIVEN BIOTECH INDUSTRY based on the mind map I drew up in that slide as far back as [----]. Each of the key immune elements on that slide have now been tested in multiple QUILT FDA authorized trials across multiple tumor types"
X Link 2026-02-16T02:37Z [----] followers, [----] engagements
"Imagine the MOST MODERNIZED BIOLOGICALLY BASED AI DRIVEN BIOTECH INDUSTRY based on the mind map I drew up in that slide as far back as [----]. Each of the key immune elements on that slide have now been tested in multiple QUILT FDA authorized trials across multiple tumor types across multiple countries with long term mature data of durable remissions of disease that says we were on the right path then. Even in treating sepsis HIV and HPV. And now in the general population to address the upcoming crisis of aging and a non-infectious pandemic called cancer- to catch it early to prevent it even"
X Link 2026-02-16T02:13Z 146.2K followers, 24K engagements
"Ok I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to longevity health and cancer and what is its incidence in the US population. Next ask how well recognized is the condition of lymphopenia Next can I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to longevity health and cancer and what is its incidence in the US population. Next ask how well recognized is the condition of lymphopenia Next can"
X Link 2026-02-14T18:41Z [----] followers, 11.4K engagements
"I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to longevity health and cancer and what is its incidence in the US population. Next ask how well recognized is the condition of lymphopenia Next can it be treated https://twitter.com/i/web/status/2022741843591430604 https://twitter.com/i/web/status/2022741843591430604"
X Link 2026-02-14T18:36Z 146.2K followers, 37.7K engagements
"The saddest story in six words: For sale: Domain name never used. https://t.co/QtsVZVw29g hmm https://t.co/QtsVZVw29g hmm"
X Link 2026-02-13T20:01Z [----] followers, [----] engagements
"hmm http://www.bitlumoz.com http://www.bitlumoz.com"
X Link 2026-02-05T17:41Z [----] followers, [----] engagements
"$MRNA may be trying hard to pivot to oncology but you know which one of their other Phase [--] trials also has a control arm that might not reflect the best available standard of care. https://www.nejm.org/doi/abs/10.1056/NEJMoa2402604 https://www.nejm.org/doi/abs/10.1056/NEJMoa2402604"
X Link 2026-02-11T17:50Z [----] followers, [----] engagements
"God grant me the optimism of a $PCVX investor looking at the US vaccines landscape right now and being like"
X Link 2026-02-11T14:38Z [----] followers, [---] engagements
"Trying to figure out my allegiances in Vinay vs. $MRNA"
X Link 2026-02-11T00:11Z [----] followers, [----] engagements
"Guy must be pretty old"
X Link 2026-02-10T12:35Z [----] followers, [----] engagements
"The death was considered of severe intensity serious in nature"
X Link 2026-02-09T18:48Z [----] followers, [----] engagements
"This is a really interesting point and has me wondering if converts systematically reduce the volatility and end the "memeiness" of meme stocks. Case in point--even GME the meme stock godfather has traded in a tight boring range ever since their convert issuance last June. And just for the record the hedge funds who bought these $HIMS convert notes in May largely did it because they wanted to short the stock. Not because they were getting hosed by retail and Dudum by buying notes above market value. They arent idiots and many of them were And just for the record the hedge funds who bought"
X Link 2026-02-07T21:00Z [----] followers, [----] engagements
"And just for the record the hedge funds who bought these $HIMS convert notes in May largely did it because they wanted to short the stock. Not because they were getting hosed by retail and Dudum by buying notes above market value. They arent idiots and many of them were likely NOT $HIMS bulls. $HIMS basically monetized their stocks tendency to short squeeze and in so doing prevented any major squeeze from ever happening again. Unironically few understand this"
X Link 2026-02-07T20:34Z 23.7K followers, [----] engagements
"I missed Flagship IPOs ❤ https://www.bloomberg.com/news/articles/2026-02-04/flagship-backed-drug-firm-generate-biomedicines-files-for-us-ipo https://www.bloomberg.com/news/articles/2026-02-04/flagship-backed-drug-firm-generate-biomedicines-files-for-us-ipo"
X Link 2026-02-06T00:07Z [----] followers, [---] engagements
"At least the market closes soon and all the crypto guys get a little break"
X Link 2026-02-05T20:51Z [----] followers, [---] engagements
"First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic"
X Link 2026-02-05T01:15Z [----] followers, [---] engagements
"First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that. I guess its on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that arent real but a Super Bowl ad is not where I would expect it. More importantly we believe everyone deserves to use AI and are committed to free"
X Link 2026-02-04T20:01Z 4.4M followers, 10.5M engagements
"Great raise so we'll do this again next quarter @adamfeuerstein Great Netflix show about ST-920 https://t.co/fCITtkZJLL @adamfeuerstein Great Netflix show about ST-920 https://t.co/fCITtkZJLL"
X Link 2026-02-03T14:36Z [----] followers, [---] engagements
"@adamfeuerstein Great Netflix show about ST-920"
X Link 2025-12-18T14:04Z [----] followers, [----] engagements
"Haven't historically liked the stock but it seems wild that $LEGN is trading at an EV of 1x last year's Carvykti sales with profitability guided for this year. What am I missing"
X Link 2026-02-02T18:10Z [----] followers, [----] engagements
"Is there a single high profile "longevity" doctor/scientist without incredibly bad vibes @DrJenGunter I knew attia was a scumbag I just knew it @DrJenGunter I knew attia was a scumbag I just knew it"
X Link 2026-01-31T22:28Z [----] followers, [----] engagements
"@DrJenGunter I knew attia was a scumbag I just knew it"
X Link 2026-01-31T15:24Z [----] followers, [----] engagements
"Ah some insights from noted bubble-recognizer Cathie Wood While parabolic moves often take asset prices higher than most investors would think possible the out-of-this-world spikes tend to occur at the end of a cycle. In our view the bubble today is not in AI but in gold. An upturn in the dollar could pop that bubble a la [----] to While parabolic moves often take asset prices higher than most investors would think possible the out-of-this-world spikes tend to occur at the end of a cycle. In our view the bubble today is not in AI but in gold. An upturn in the dollar could pop that bubble a la"
X Link 2026-01-30T00:11Z [----] followers, [----] engagements
"While parabolic moves often take asset prices higher than most investors would think possible the out-of-this-world spikes tend to occur at the end of a cycle. In our view the bubble today is not in AI but in gold. An upturn in the dollar could pop that bubble a la [----] to [----] when the gold price dropped more than 60%. https://twitter.com/i/web/status/2017025718404993366 https://twitter.com/i/web/status/2017025718404993366"
X Link 2026-01-30T00:03Z 2M followers, 82.7K engagements
"You have to wonder what this means for the FDA's thinking on $QURE. Integration of an AAV into a protooncogene is exactly what you don't want to see. BREAKING: FDA halts $RGNX gene therapy trials after brain tumor found in patient. Tumor found in patient treated with MPS I therapy. FDA placed hold on it and the MPS II therapy. They are similar constructs. The MPS II therapy has a Feb. [--] PDUFA date now up in the air. BREAKING: FDA halts $RGNX gene therapy trials after brain tumor found in patient. Tumor found in patient treated with MPS I therapy. FDA placed hold on it and the MPS II therapy."
X Link 2026-01-28T13:13Z [----] followers, [----] engagements
"BREAKING: FDA halts $RGNX gene therapy trials after brain tumor found in patient. Tumor found in patient treated with MPS I therapy. FDA placed hold on it and the MPS II therapy. They are similar constructs. The MPS II therapy has a Feb. [--] PDUFA date now up in the air. via @Jasonmmast https://www.statnews.com/2026/01/28/fda-halts-regenxbio-gene-therapy-trials/ https://www.statnews.com/2026/01/28/fda-halts-regenxbio-gene-therapy-trials/"
X Link 2026-01-28T12:33Z 124K followers, 43.1K engagements
"Guess everyone's excited to play another round of Hy's Law roulette $NTLA"
X Link 2026-01-27T13:48Z [----] followers, [----] engagements
"Data so good it make you fire yo CEO"
X Link 2026-01-27T12:39Z [----] followers, [----] engagements
"Call this data left on read.no responses $IBRX Median Overall Survival Not Yet Reached and Lymphopenia Reversed in Recurrent Glioblastoma Patients Receiving ANKTIVA Plus CAR-NK Chemo-Free Therapy https://t.co/JqXssDCimO $IBRX Median Overall Survival Not Yet Reached and Lymphopenia Reversed in Recurrent Glioblastoma Patients Receiving ANKTIVA Plus CAR-NK Chemo-Free Therapy https://t.co/JqXssDCimO"
X Link 2026-01-23T13:45Z [----] followers, [----] engagements
"$IBRX Median Overall Survival Not Yet Reached and Lymphopenia Reversed in Recurrent Glioblastoma Patients Receiving ANKTIVA Plus CAR-NK Chemo-Free Therapy http://businesswire.com/news/home/20260123454593/en http://businesswire.com/news/home/20260123454593/en"
X Link 2026-01-23T12:05Z 71.4K followers, 21.2K engagements
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