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@semodough dough

Several biotech companies have recently made significant announcements, including Roivant Sciences ($ROIV) with positive Phase X study results for brepocitinib in dermatomyositis. Argenx ($ARGX) also reported strong sales of its Vyvgart treatment, with a $X billion run rate. Additionally, Soleno Therapeutics ($SLNO) saw its shares trade up after a failed trial from a competitor, Acadia Pharmaceuticals ($ACAD).

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% currencies XXXX% countries XXXX% travel destinations XXXX%

Social topic influence $bbio #1, strong 5.31%, $ptgx #3, $idya #8, $vir #1, $xbi #7, $4b #13, bullish #488, $tak #1, products XXXX%

Top accounts mentioned or mentioned by @citi @financebully @jfais20 @seedy19tron @jefferies @jayikyle @given2tweet @vulpescap @mattbiotech @omillionaires @jeromeleonard5 @bioinvestor24 @exportsvibing @t40115319 @piper @rnaianalyst @amaymd @nejmevidence @biostocks @jp

Top Social Posts

Top posts by engagements in the last XX hours

"$MDGL Truist MDGL Increased conviction in MASH F4; PT $XXX from $XXX remain Buyers of MDGL and raise our PT to $XXX (prev $580) due to increased conviction in Rezdiffra's potential specifically in MASH F4 subtype following data at AASLD These data showed substantial efficacy benefit in patients with baseline platelet 100k (more severe patients) a subtype that is also enrolled in the ongoing Ph3 MAESTRO-NASH OUTCOMES trial.conviction is reflected in peak adj MASH F4 sales of $1.5B vs. $750M prev. model total peak sales of $7.7B vs. $6.1B consensus"
X Link 2025-11-19T12:49Z 41.9K followers, 12K engagements

"$PTGX $TAK Duration & ORAL - $PTGX another big win"
X Link 2025-12-06T15:53Z 41.9K followers, 24K engagements

"No idea why people still buying $INBX now over billion Mcap for many unanswered questions"
X Link 2025-10-30T12:04Z 41.9K followers, 5322 engagements

"$VIR surprised its not higher $VIR (OP LR presented full 48- week data from Phase X SOLSTICE study of tobevibart + elebsiran in chronic hepatitis D patients showing encouraging effects on viral markers and liver enzymes further validating the program ahead of the Phase X ECLIPSE readou"
X Link 2025-11-15T14:56Z 41.9K followers, 6816 engagements

"$BBIO 4Billion+ATTRUBY &could have X new rare disease products on market in 2027 including BBP-418 (oral substrate) in LGMD2I/R9 encaleret (oral CasR) in ADH1 and infigratinib in achondroplasia.MGT believes TAM For all three products easily exceeds $1B+ apiece. Accordingly BBIO could have potential to become an exciting topline revenue growth story over 2027beyond. In terms of BBIO's long-term visionmgt noted an aspiration to build next-gen biopharma company (akin to REGN or DNA Genentech)"
X Link 2025-11-24T02:04Z 41.9K followers, 7559 engagements

"$FULC #ASH25"
X Link 2025-12-06T23:25Z 41.9K followers, 8792 engagements

"$BBIO Evercore $BBIO: MGT framed BBIOs outlook around X numbers: X & XX. $6B for fully de-risked peak sales from the X late- stage/approved assets ($4B Attruby $1B each for encaleret and BBP-418) and $10B when including upside from infigratinib in ACH chronic HP HCH and addl LGMD indications"
X Link 2025-12-09T02:14Z 41.9K followers, 7015 engagements

"$PTGX #ASH25 presenter was struck by fact that response rates increased with continued rusfertide exposure rising from XX% during Weeks 20-32 to XXXX% during Weeks XX to XX. He noted that these findings indicate that some patients who did not respond early achieved a response later highlighting the durability of rusfertide and the potential for improving response rates over time"
X Link 2025-12-09T03:48Z 41.9K followers, 5720 engagements

"$ABVX (OUTPERFORM$170.00 PT): Increasing PT to $XXX to Better Reflect Our View on the Potential Upside Over the Next YearLIFESCI"
X Link 2025-12-10T14:49Z 41.9K followers, 25.4K engagements

"$XBI #Biotechs smaller Biotechs but all with large Data readouts in Jan-Feb $CRVS $GOSS $MREO $GUTS $LXEO $VIR $CTMX - please add to list"
X Link 2025-12-10T15:20Z 41.9K followers, 4834 engagements

"$MREO -interesting observation by Cantor - What Stood Out to Us the Most High Percent of Patients Are in OLE Studies for Orbit and Cosmic. Mgt noted they are very pleased with both the trial retentions and the number of patients that have transitioned into the OLE studies. It is potentially a bullish signal that those patients who were on setrusumab are staying on drugsuggesting it could be working $RARE"
X Link 2025-12-10T20:35Z 41.9K followers, 9692 engagements

"$BBOT Announces Late-Breaking Preclinical Data on BBO-10203 a First-in-Class RAS:PI3K Breaker at the San Antonio Breast Cancer Symposium (SABCS) December XX 2025 $BBIO"
X Link 2025-12-10T21:08Z 41.9K followers, 3936 engagements

"$BBIO @jefferies today MGT said by this time next year X potential approved products - with one more on the way - pretty unusual for Biotech with this Mcap with dynamic revenue setting up & self sustaining pipeline"
X Link 2025-11-18T19:57Z 41.9K followers, 9559 engagements

"$BBIO jefferies BUY PT $XX Attruby (oral BID stabilizer) could become a $4B+ blockbuster pill in ATTR-CM heart disorder (a pot'l $20B TAM). In addition to quarterly beats stock drivers in H1:26 include: (1) NDA filing for BBP-418 in LGMD2I/R9 ($600M+ oppty) (2) NDA filing for encaleret (oral CaSR) in ADH1 ($1B+ oppty) (3) Infigratinib's (oral FGFR1-3) Phase III data in achondroplasia (ACH). By 2027 X rare-disease approvals could create the next leg of GROWTH -mgt 30-40% peak market share assumption for Attruby (oral BID stabilizer) in the next 3-4 years could be conservative"
X Link 2025-11-19T11:56Z 41.9K followers, 5393 engagements

"$BBIO remains top pic at JPM for Growth see Attruby as having $2B peak sales potential in US alone note that near- term top-line diversification is now de-risked with recent pivotal clinical trial wins (US peak sales potential - BBP-418 in LGMD $800M+ / encaleret in ADH1 $600M+). Looking forward all eyes are on pivotal readout of the PROPEL study for infigratinib in achondroplasia (blockbuster opportunity) where continue to see high probability of success. see a favorable reward / risk setup into the achondroplasia update. BridgeBio remains on the Positive Catalyst Watch ahead of the pivotal"
X Link 2025-11-21T14:48Z 41.9K followers, 5719 engagements

"$CYTK one other nugget from Salim - one best analysts on $CYTK $BBIO Salim has $CYTK XXX Billion of revenue in 2030 jumping to X billion in 2032 - hopefully CEO can execute - $CYTK one of better cardiology assets out there for M&A"
X Link 2025-11-21T19:39Z 41.9K followers, 4522 engagements

"$BBIO Cantor Schimmer BUY PT $XXX $BBIO math remains highly compelling with peak potential sales of $2-3B for Attruby $1-2B for encaleret for ADH1 $1B for BBP-418 for LGMD2I/9R and $2B for achondroplasia. So a path here to $8B in peak sales - and even if we're only half-right (or a third) this is still a highly compelling name to own in our view"
X Link 2025-11-22T17:33Z 41.9K followers, 20.1K engagements

"$BBIO Jeff Upside Scenario $XXX +113% out with XX page today-deep dive after MGT Dinner: Focused on Attruby's Launch& X Pot'l Approvals in 2026-27 Attruby (oral BID stabilizer) could become a first-line $4B+ pill in ATTR-CM heart disorder (a pot'l $20B TAM) though sales could be larger if real-world efficacy proves differentiated over PFE's tafamidis"
X Link 2025-11-24T02:00Z 41.9K followers, 19.2K engagements

"$BBIO - correct @JayIKyle Jefferies had investor call today where they mentioned this as about XX% -XX% of $PFE patients on Vyndaqel will be up for grabs in new year - one of many Tailwinds for $BBIO in 2026 market May not realize"
X Link 2025-11-24T17:05Z 41.9K followers, 4802 engagements

"$BBIO Bear case at moment seems few are zeroing in on Q4 has X less selling days then last year - okay I believe bulls can live with that on strengthihg Attruby Launch according to $BBIO mgt last week at jefferies"
X Link 2025-11-24T17:26Z 41.9K followers, 5144 engagements

"$BBIO Cowen another bullish survey out - especially on 1L use -BiotechnologyATTR-CM Showdown: Attruby & Amvuttra Tag-Team Taf: Tracking Survey X Part 2-ran our 1st of X TTR-CM tracking surveys to gain insight into early adoption rates of both ALNY's Amvuttra and BBIO's Attruby. Part X focuses on trends in 1L/2L and access/compliance while the previous Part X discussed prescribing for Q3/YE25/+3 yrs. This survey captures a small portion of total prescribing but near-term trends suggest a greater 1L share for Attruby and 2L share for Amvuttra"
X Link 2025-11-25T15:34Z 41.9K followers, 8158 engagements

"$BBIO By year-end physicians project Attruby &Amvuttra will capture XX% &16% market share respectively while tafamidis holds on to 52%. In three years physicians anticipate tafamidis' share will decline driven by accelerated Attruby (33% share +34%) Amvuttra (24% share +47%) adoption. $PFE $ALNY"
X Link 2025-11-25T15:36Z 41.9K followers, 5755 engagements

"$BBIO XX million shorts remaining - I get valuation increased significantly- but also added X more billion dollar drugs to launch. - more data in X months & from what cfo said last week & Cowen survey yesterday ATTRUBY 20-30% peak market share is conservative- numbers still to low for ATTRUBY going into 2026-2027+"
X Link 2025-11-26T17:09Z 41.9K followers, 5836 engagements

"$IRON #ASH25 Preview Anemia/ MF Ph2 Interim Spotlighted to Support Ph3 DISC-0974s Ph2 poster at ASH25 will have interim data in N=40-50 nTD/ TD-low/ TD-high MF/ anemia pts with/ without JAKi including momelotinib with 3mo+ follow-up"
X Link 2025-11-29T18:08Z 41.9K followers, 3912 engagements

"MS $PFE $BBIO $ALNY KOL discussion with a physician-scientist specializing in cardiovascular genetics who runs genetics clinic in a cardiovascular center at a major healthcare system on West Coast KOL sees stabilizers maintaining largest portion of first line treatment with ease of prescribing and access main determinants of future mix. KOL highlighted that at present she sees tafamidis capturing XX% of use with Attruby (20%) and Amvuttra (10%) capturing the remainder of the market though Attruby is taking an increasing share of the market from tafamidis. Specifically she has a positive view"
X Link 2025-12-02T13:55Z 41.9K followers, 3994 engagements

"$BBIO @piper - Attruby strong October- strong November - both naive & first line setting market share both going up - only caution is the fewer selling days in Q4 which was known"
X Link 2025-12-02T16:38Z 41.9K followers, 4715 engagements

"$XBI #Biotechs MS Research Analyst Sean Laaman sees a growth spurt ahead for commercial-stage SMID Cap Biotech names with a XX% revenue CAGR and revenue growth from $57bn in 2025 to $109bn by 2030E. His work shows that fears of regulatory uncertainty in clinical-stage biotech after DOGE are overdone with companies hitting FA target dates. Sean highlights three factors that are setting the sector up for major restructure and LT outperformance: 1) Within the MS SMID Cap biotech coverage XX of XX names have evolved from capital consumers into capital producers which has resulted in net cash on"
X Link 2025-12-03T13:11Z 41.9K followers, 2944 engagements

"$BBIO Overweight PT .$98 Live @ PSC: Takeaways From Our Dinner With BBIO Mgmt PROPEL3 data serve as an important next catalyst for BBIO shares"
X Link 2025-12-04T12:01Z 41.9K followers, 3382 engagements

"$BBIO GS Buy $XXX PT covered by Paul Choi)believe survey results bode well for Attrubys ongoing launch in ATTR-CM space. Attruby likely commands second largest share of overall ATTR-CM market including a higher-than-expected share of the tafamidis progressor market with this position likely to be cemented in 2026"
X Link 2025-12-04T17:38Z 41.9K followers, 5448 engagements

"$BBIO prevalence of ACH is approximately X in 20000 with BBIO estimating a 7-10K addressable pt population with open growth plates in the U.S.+EU. RJ Deep dive out 1-3 Billion dollar opportunity for $BBIO on upcoming data"
X Link 2025-12-04T20:08Z 41.9K followers, 7547 engagements

"$HROW BRiley Visibility Into FY26+ Eyecare Biz Tailwinds Getting Even Better as HROW Executes Through a Seasonally Strong 4Q; Reiterate Buy $XX PT"
X Link 2025-12-05T15:47Z 41.9K followers, 6817 engagements

"$PCVX GUGG $PCVX initiation of VAX-31 Phase X non-inferiority trial in adults ('OPUS') with first participants dosed and topline data expected in 4Q26. Its now off to the races for what will likely be the leading product in a potential $13B PCV market by 2031. reiterate PCVX as a Top Pick for 2026 adult topline pivotal data in 4Q26 alone can provide meaningful upside"
X Link 2025-12-10T11:36Z 41.9K followers, 2887 engagements

"$PTGX CITI Durability data for Protagonist's rusfertide increases our confidence in persistence rates in polycythemia vera (PV) with significant upside in market penetration; 2026 will be a high impact catalyst year for Protagonist"
X Link 2025-12-10T11:52Z 41.9K followers, 4872 engagements

"$BBIO - nice to see $BBIO top name on #JPM26 Top XX Cant Miss Presentations"
X Link 2025-12-10T19:56Z 41.9K followers, 6424 engagements

"$BBIO BERN PT$94 Infigratinib: Expect Ph3 readout in early 2026 to position infigratinib as new standard of care in achondroplasia (ACH) consensus doesnt even model the de- risked hypochondroplasia (HCH) opportunity. Our base case for the ACH Ph3 is AGV change from baseline +1.96 cm/yr vs. placebo after factoring in expected headwinds from age mix and baseline characteristics. The lowest estimate in our sensitivity analysis still beats BMRN &ASND Docs we interviewed believe infigratinib can capture XX% market share"
X Link 2025-12-11T11:42Z 41.9K followers, 5011 engagements

"$MDGL Truist XXX Billion of revenue in 2029"
X Link 2025-11-21T16:13Z 41.9K followers, 8494 engagements

"WB $BHVN Evidence of Biohavens opakalim Kv7 activity from single-patient compassionate use. will present a poster on a single-patient case study of a child with intractable epilepsy due to Kv7 gene mutation (KCNQ2 developmental and epileptic encephalopathy KCNQ2-DEE) who was successfully transitioned from ezogabine (and other antiepileptics) to opakalim following several unsuccessful attempts in the past to taper ezogabine. Although only a single patient given the childs genotype intractable nature of the childs epilepsy and history of ezogabine treatment the data point provides evidence of"
X Link 2025-11-28T12:15Z 41.9K followers, 10.6K engagements

"$BHVN has initiated a Ph1 trial (NCT07262268) of BHV- 7000 in Participants With Inherited Erythromelalgia"
X Link 2025-12-11T12:28Z 41.9K followers, 3506 engagements

"Baml $IMTX initiating coverage on Immatics at Buy with a $XX PO; promising pipeline of cell therapies with key 1Q21 readouts. Multiple partnerships with leaders including Amgen Genmab Bristol-Myers and GSK help validate Immatics' platform"
X Link 2020-11-20T12:11Z 41.9K followers, XX engagements

"Cantor NDR $ETNB is open about there being significant interest in FGF21 post-Akeros 96-week cirrhosis data in January. No surprise given the subsequent GSK/Boston Pharma deal and reports on $AKRO strategic interest"
X Link 2025-06-07T16:41Z 41.9K followers, 4569 engagements

"$UCB (Buy)-Bimzelx's Strong Launch Trajectory Should Continue LT In Massive HS Markethave high conviction in Bimzelx's long-term potential which is solidified by $MLTX's sonelokimab HS results. Bimzelx's impressive real-world efficacy has exceeded all expectations and UCB will be incumbent in a large&growing HS market. reiterate our 6B+ Bimzelx peak sales estimate driven by 3B+ opportunity in HS alone. UCB is a clear Buy for the durable earnings growth"
X Link 2025-09-29T15:14Z 41.9K followers, 3236 engagements

"$RPRX is largest buyer of biopharma royalties globally with XX years of history. Portfolio spans 50+ products 2025 guidance of $3.1B royalty receipts and $2.5B cash flow market cap $20B XXX employees. IPO in 2020: since then $14B deployed and $4B returned via buybacks"
X Link 2025-10-04T19:54Z 41.9K followers, 5455 engagements

"$SLNO - newest board member Prior to joining the Soleno Board Mr. Hahn served as Chief Financial Officer of Verona Pharma PLC through the phase X program and launch of its first approved product from March 2020 until its acquisition by Merck & Co. Inc. for approximately $XX billion in October 2025"
X Link 2025-10-13T12:20Z 41.9K followers, 29.5K engagements

"$TSHA Baird anticipate some investors may be marginally disappointed that Astellas isn't acquiring Taysha we're overall encouraged by this update as regainment of rights allows Taysha to pursue additional deals unencumbered (and streamlines the TSHA-102 modeling). Unsurprised by Astellas decision given their cash balance. note Taysha's $1.46B market cap and Astellas' $1.43B cash-on-hand as of June XX 2025. Given this situation Astellas (ALPMY not covered) may have been unwilling to take on debt to exclusively license TSHA-102 (i.e. fully acquire hence believe the likelihood of the two parties"
X Link 2025-10-16T22:14Z 41.9K followers, 6049 engagements

"LIFESCI $IDYA (OUTPERFORM$58.00 PT): Triple Meeting Quick Take: Competitor $ZLAB's ZL-1310 Update Suggests IDE849 Could Be More Efficacious & Durable With Higher Topo Doses (Awaiting Safety Broken Out By Dose)"
X Link 2025-10-24T15:29Z 41.9K followers, 13.1K engagements

"LIFESCI $IDYA (see Competitor $ZLAB's ZL-1310 Quick Take): ZL-1310 data suggests IDE849 has best-in-class efficacy; IDYA's safety could also be competitive but we need to see this data broken out by dose especially among IDE849's expansion doses"
X Link 2025-10-26T22:17Z 41.9K followers, 3649 engagements

"$ARGX reported 3Q25 Vyvgart revenues of $1.13bn citing strong growth for both gMG and CIDP franchises $IMVT #Biotechs"
X Link 2025-10-30T16:26Z 41.9K followers, 6266 engagements

"$IDYA IDEAYA Biosciences Reports Third Quarter 2025 Financial Results and Provides Business Update - Nov X 2025"
X Link 2025-11-04T11:59Z 41.9K followers, 2492 engagements

"$PTCT BOFA PT $XX PTCT reported strong first quarter Sephience sales of $19.6mn driven by broad uptake in all key PKU patient segments report as in-line with our recent positive KOL survey that indicated peak Sephience usage of up to XX% guides to meeting with the FDA in 4Q to discuss next steps for HD and FA; R&D Day scheduled for Dec 2nd"
X Link 2025-11-05T11:59Z 41.9K followers, 2541 engagements

"$IDYA YE25/1Q26 Phase 2/3 daro + crizo PFS data in 1L HLA- mUM (see Preview); study should complete Phase X enrollment by YE 2025 (assuming no upsizing for OS powering) 1H 2026 clinical update at a medical conference for IDE397 + GILD's Trodelvy 1H 2026 initiation of Phase X daro + crizo in adjuvant UM YE 2025 initiation of IDE161 (PARG inhibitor) + IDE849 combination GSK partnered IDE275 (WRN) and IDE705 (POLQ) remain ongoing in the clinic IND clearance for IDE892 (PRMT5) IND submission completion for IDE034 (B7H3/PTK7 ADC) and IND filing for IDE574 (KAT6/7) by YE 2030 cash runway guidance"
X Link 2025-11-08T15:27Z 41.9K followers, 6796 engagements

"$IDYA lifesci OUTPERFORM$62.00 PT): Mgmt Discussion on 3Q 2025; Near-Term Focus on Topline Ph 2/3 HLA- mUM Data; Lots of Continued Pipeline Progress"
X Link 2025-11-08T15:28Z 41.9K followers, 5476 engagements

"$ABVX intriguing comment from Wolfe who initiated last week $PT XXX $ABVX Wolfe performed indirect analyses &predict that odds of success in Crohn's disease (CD) may be higher than that of ulcerative colitis (UC)"
X Link 2025-11-10T14:59Z 41.9K followers, 9004 engagements

"$PTGX Stanley Druckenmiller - didnt have that on $PTGX bingo card"
X Link 2025-11-15T00:30Z 41.9K followers, 8636 engagements

"$JAZZ $XBI is becoming very profitable #Biotech earning around XX bucks in 2027 - more bolt on deals likely for them M&A"
X Link 2025-11-17T23:00Z 41.9K followers, 6548 engagements

"$IDYA TruisT Idea Generation: MUM Maps the Way for a Determined Precision Oncology Pipeline; Initiate with a Buy $XX PT - valuation of IDYA is anchored by its diverse precision oncology pipeline with daro's development in uveal melanoma as the lead value driver. Daro's ph.II/III PFS readout in 1L metastatic uveal melanoma (MUM) in YE25/1Q26 represents a potential pivotal inflection point as positive results could support accelerated approval and drive a commercial transformation by 2026"
X Link 2025-11-24T12:15Z 41.9K followers, 5268 engagements

"$BMY XX BILLION in cash & looks like it will generate about 10BiLLION in free cash flow next XX years - $BMY needs new pipeline or Revenue Assets as much as any other Pharma $XBI #Biotechs"
X Link 2025-11-24T18:50Z 41.9K followers, 17.7K engagements

"Was not aware who makes up $IBB $AMGN $GILD $VRTX"
X Link 2025-11-25T12:58Z 41.9K followers, 3643 engagements

"$AGIO - nice rebound from 22-23 dip last week - Question is most expecting a black box on upcoming approval"
X Link 2025-11-25T18:26Z 41.9K followers, 5992 engagements

"$LQDA short interest down 8%"
X Link 2025-11-26T02:01Z 41.9K followers, 7476 engagements

"$XBI $PRAX $XENE $OVID 2025 American Epilepsy Society (AES) annual meeting will be held December 5-9 in Atlanta. This years iteration of the AES conference will feature the latest innovations in epilepsy research with implications for scientists clinicians investors and other healthcare professionals interested in all aspects of epilepsy"
X Link 2025-11-28T12:10Z 41.9K followers, 23.7K engagements

"$CAMP Details on Camp4s CMP-002 antisense oligonucleotide targeting a SYNGAP1 regulatory RNA for SYNGAP1-related disorders. Camp4 will present a poster on its recently prioritized lead asset CMP-002 (formerly CMP-SYNGAP-01)"
X Link 2025-11-28T12:17Z 41.9K followers, 4351 engagements

"$CELC San Antonio Breast Cancer Symposium 2025 December 9-12 2025 in San Antonio TX $CELC Additional results for the Ph X VIKTORIA-1 trial evaluating gedatolisib (geda) in the PI3K wild-type (WT) cohort will be presented"
X Link 2025-11-28T15:15Z 41.9K followers, 3534 engagements

"$TERN Mizuho bottom line/on data seen believe '701 represents a potential best-in-class CML agent one that could even challenge Scemblix on both efficacy&& safety/tolerability. now await updated data for '701 at ASH focus will be not only updated MMR data but also the co's latest thinking on next clinical trials (and notably whether it plans to pursue the 1L opp'y which represents a major source of model upside). As for the stock the move higher has been swift; that said as we detail within and as our bull case calls for seeing the potential of perhaps XX% more upside"
X Link 2025-11-28T15:45Z 41.9K followers, 4361 engagements

"$AZN Jefferies BUY PT $XX hosted Pascal Soriot CEO Key debates&feedback: (1) MFN deal is more benign than appreciated but EU countries may see access to drugs reduced; (2) Emerging markets ex-China to become bigger than Europe by 28; (3) Weight management pills to start '26; (4) AVANZAR now mid '26; (5) $80bn sales target by '30 starting to look conservative if pipeline successes continue; (6) Interesting early platform R&D cards to turn over '26"
X Link 2025-11-30T16:49Z 41.9K followers, 5983 engagements

"$TECX $AZN LIFESCI KOL Call on Monday December 1st at 10am ET to Discuss Emerging Therapies in Group X Pulmonary Hypertension KOL Series November XX 2025 Group X Pulmonary Hypertension (PH) remains one of the largest indications with remaining unmet need in cardiology with no approved therapies despite potential US TAM measured in the millions of patients. Per our numerous conversations with KOLs Group X PH impacts anywhere from 2/3-3/4 of their HFpEF and HFrEF patients and clinicians are looking for impactful options. In our view a safe and efficacious therapy in this setting has clear"
X Link 2025-11-30T17:17Z 41.9K followers, 5046 engagements

"$IDYA IDEAYA Biosciences Announces IND Clearance for IDE034 a Potential First-in-Class Bispecific B7H3/PTK7 TOP1 ADC Targeting Multiple Solid Tumor Types - Dec X 2025"
X Link 2025-12-01T11:01Z 41.9K followers, 8182 engagements

"$IDYA LIFESCI PT $XX IDYA continues to highlight preclinical IDE034 monotherapy activity and enhanced durability in combination with PARGi in in vivo models: IDYA plans to submit additional preclinical data for PARG combinations (i.e. with IDE161) for a 1H 2026 medical conference. See Figure X below for preclinical data presented at IDYA's September R&D Day. Separate but related we may see first-in-human PARG + Topo1i ADC clinical data with IDYA's DLL3-targeting IDE849 which could clinically validate the PARG combination thesis including for IDE034. IDYA plans to initiate a Ph X trial of"
X Link 2025-12-01T14:24Z 41.9K followers, 7884 engagements

"$PTCT catalyst R&D Event Dec X 2025 Votoplam (PTC-518) regulatory update in 4Q25 Quarterly Sephience sales updates"
X Link 2025-12-01T14:50Z 41.9K followers, 2803 engagements

"$LLY Bofa update model & PT due to orforglipron (oral GLP1) launching earlier than previously forecasted. raise PT on $LLY from $XXX to $1286 which is a 40x P/E multiple (vs 30x previously) on our new higher 2026 EPS est. Two drivers for multiple expansion (1) higher estimates (2) large cap biopharma policy overhang being lifted. Buy rated"
X Link 2025-12-01T20:54Z 41.9K followers, 3731 engagements

"$JANX LIFESCI first defense I read Quick Take: rPFS Data from JANX007 in Heavily-Pretreated mCRPC Patients Read Well for Future Durability from the Taxane-Naive Cohort"
X Link 2025-12-02T02:38Z 41.9K followers, 8435 engagements

"$AZN Baxdrostat New Drug Application accepted under FDA Priority Review in the US for patients with hard-to-control hypertension $MLYS"
X Link 2025-12-02T14:24Z 41.9K followers, 7083 engagements

"$TGTX CEO SUBq trial enrolling well data late next year - nice nugget to hear - & key takeaway today imho"
X Link 2025-12-02T17:58Z 41.9K followers, 6842 engagements

"Cantor Hosting ASH Company & KOL Events $KURA $CRVS Myeloma mCARL AML and SCD (12/7-12/8 @ Orlando)"
X Link 2025-12-02T20:11Z 41.9K followers, 8151 engagements

"$APLS @citi launch of Empaveli in C3G and IC-MPGN continues to progress (5% market share after X months) supported/reinforced by recent 52-week data from the Ph3 VALIANT study presented at ASN and published recently in the NEJM"
X Link 2025-12-04T10:35Z 41.9K followers, 7261 engagements

"$IDYA @Citi new disclosure was the reveal of the next development stage therapeutic which targets CDKN2A a common co-alteration target of MTAP deletion tumors. IDYA believes the program could have implications for PDAC lung cancer &others &would complement the existing MAT2a and PRMT5 programs"
X Link 2025-12-04T10:36Z 41.9K followers, 3211 engagements

"$GUTS catalysts & thank you @Vulpescap for $GUTS a summary"
X Link 2025-12-04T17:49Z 41.9K followers, 10.1K engagements

"$SLDB Needham Bottom Line. believe $SLDB could live up to the potential previously reflected in SRPTs $10B valuation with a safer better thought out and better vetted gene therapy for DMD. We are initiating coverage at a Buy and a $XX Target"
X Link 2025-12-04T17:57Z 41.9K followers, 4360 engagements

"$AZN GUGG $AZN Still Our Preferred EU Pharma for 2026 With Catalyst-Driven Upside Optionality Reiterate BUY. Seeing earnings of $XXXXX in 2029-2030 timeframes"
X Link 2025-12-04T18:04Z 41.9K followers, 4430 engagements

"$IOVA I see Truist refreshed its model IOVA - Model Refresh - Updated estimates ahead of Second Full Year of Amtagvi Sales - XXX million in total operating expenses😳 & and I dont see any profits in Truist model til 2034 X years😳😳 - how many dilutions will $IOVA do in that time - yes short interest is high as you see"
X Link 2025-12-05T13:42Z 41.9K followers, 6537 engagements

"$APLS sentiment change occurred for $APLS after Citi & evercore talks"
X Link 2025-12-05T14:51Z 41.9K followers, 11K engagements

"$CELC Cowen leading KOL geda's efficacy is unequivocal but IV dosing &tolerability will shape its positioning. She envisions use in 50%+ of PIK3CA-MT patients if geda clears low 5.5- mo mPFS bar set by capi with cleaner safety. also sees it best fitting endocrine-resistant PIK3CA-WT patients. represents a modest 20%+ 2L penetration consistent with estimates of $2B"
X Link 2025-12-05T14:56Z 41.9K followers, 2313 engagements

"$APLS @citi CFO @tsullivan70 gave one of better anecdote you hear on how momentum starts & spreads worth listening at XX min mark"
X Link 2025-12-05T15:27Z 41.9K followers, 6769 engagements

"Thanks @jfais20 for posting anecdote on $APLS"
X Link 2025-12-05T16:30Z 41.9K followers, 2919 engagements

"$PTGX $TAK Present Longer-Term Data at ASH 2025 Showing Rusfertide Delivers Durable Response and Hematocrit Control in Polycythemia Vera 52-Week Results from the Phase X VERIFY Study of Rusfertide Demonstrated Sustained Hematocrit Control and Response"
X Link 2025-12-06T15:52Z 41.9K followers, 9946 engagements

"$PTGX $TAK #ASH25"
X Link 2025-12-06T16:10Z 41.9K followers, 4063 engagements

"$IDYA $GSK - not good at this at all - so many mistakes - LIFESCI points out Bottom line and our view: ultimately WRN and POLQ were not in investors' nor in most of our peers' valuation models for IDYA while we had incremental value attributed. We'd also remind investors that GSK had previously walked away in summer of 2022 from MAT2A inhibitor IDE397 which has since demonstrated monotherapy efficacy and potential synergy with GILD's Trodelvy in bladder cancer"
X Link 2025-12-06T16:32Z 41.9K followers, 11.4K engagements

"$IDYA Lifesci PT $XX caught up with IDYA mgmt who provided color on the decision as well as emerging data and strategy on WRN and POLQ. IDYA noted that per their conversation with GSK earlier today (and following yesterday's notice) this move was driven by a shift in GSK's strategic priorities. IDYA also highlighted that select key GSK personnel who oversaw the partnership back in 2020 were no longer at the company. Regarding the assets themselves WRN has defined an MTD and is driving monotherapy activity with "response-level anti-tumor reduction". While the data is still early and there"
X Link 2025-12-06T16:34Z 41.9K followers, 6153 engagements

"$ACLX Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients with Relapsed and/or Refractory Multiple Myeloma - Arcellx"
X Link 2025-12-06T21:02Z 41.9K followers, 7332 engagements

"@Biohazard3737 @ablT315I $PTGX ORAL Hepcidin update coming this month XXX% owned by $PTGX"
X Link 2025-12-06T21:18Z 41.9K followers, 1535 engagements

"$APLS results from Phase III VALIANT study of Apellis's Empaveli in C3G and IC-MPGN were published in the New England journal of Medicine. While most of the data has previously been presented at scientific congresses we believe the publication in a prestigious journal provides additional validation of the results and should help raise awareness of the impressive data"
X Link 2025-12-06T21:28Z 41.9K followers, 3125 engagements

"$FULC Clear dose-response observed with a robust and clinically meaningful fetal hemoglobin (HbF) induction at the Week X timepoint (n=12): mean absolute HbF in the XX mg cohort increased by XXX% at Week X (vs. XXX% at Week X in the XX mg cohort); X of XX patients in the XX mg cohort (58%) achieved absolute HbF levels XX% 3.75-fold mean induction of HbF at Week XX in the XX mg cohort among patients who reached the Week XX visit as of November XX 2025 data cutoff (n=6) compared to a 2.4-fold induction at Week XX in the XX mg cohort"
X Link 2025-12-06T22:35Z 41.9K followers, 15.3K engagements

"$PTGX #ASH25 XX% of patients continued from part 1a to 1b (32-52wks) and baseline characteristics were similar across both part 1a/1b Strong durability of response was shown regardless of dose titration with XX% of patients originally on rusfertide continuing to show response and XX% of patients who switched to rusfertide seeing response"
X Link 2025-12-06T23:30Z 41.9K followers, 6372 engagements

"$PTGX #Rusfertide Practice Changing -Ph3 VERIFY study data that were presented in July by Dr. Andrew Kuykendall from the Moffitt Cancer Center who highlighted two key takeaways - 1) PV patients have a large symptom burden that remains a constant throughout their lives that often results in increased morbidity and mortality associated with thrombotic events and symptoms; 2) Rusfertide data are practice changing and should be part of standard of care for patients in the near term. Protagonist expects a BLA for rusfertide to be submitted in 4Q2025 that we believe should support 2026 regulatory"
X Link 2025-12-06T23:35Z 41.9K followers, 6303 engagements

"$OCUL JMP BUY PT $XX new regulatory strategy could get Axpaxli approved at least a year earlier than previously anticipated&make it first long- acting TKI available to wet AMD patients.This is a bold move with limited downside in our view as $OCUL could simply resubmit a more traditional NDA following the SOL- R readout. Were speaking with MGT Monday &look forward to hearing more details on this plan"
X Link 2025-12-07T14:56Z 41.9K followers, 7910 engagements

"$ACLX LR ASH: Anito-cel Continues to Show Best-in-Class Profile; New 2026 Catalysts Bottom Line: believe that ACLX (OP) is likely to trade flat to moderately up (up to 10%) after a strong data update at ASH with BCMA CAR-T anito-cel in 4L+ r/r MM in addition to the potential addition of two 2026 catalysts for the program that should help keep investors engaged in the story"
X Link 2025-12-07T14:59Z 41.9K followers, 4488 engagements

"$PRAX JEFF PRAX shares full open-label Phase II RADIANT data for vormatrigine (oral NaV modulator). In focal epilepsy encouraged to see 30mg achieving an absolute -XX% seizure reduction by Week X (N=62) which is fairly unchanged from the prior cut of -XX% (N=37). XX% seizure freedom is relatively stable (vs XX% previously). In H1:26 stock should move up +20-40% if absolute efficacy is replicated in pivotal 12-week POWER1 study with 20-30mg QD (N=250)"
X Link 2025-12-07T15:00Z 41.9K followers, 3201 engagements

"$COGT #ASH25 Bezu showed improvement across all XX symptoms"
X Link 2025-12-07T15:02Z 41.9K followers, 10.3K engagements

"$DIS #Zootopia2 now past $900M this wknd& days away smashing BILLION DOLLAR MARK Domestic - $43M/$220.5M Intl - $219M/$695.3M Global - $262M/$915.8M ZOOTOPIA X is now eyeing a $1.51.7B run at the worldwide box office. It cost $150M to produce"
X Link 2025-12-07T17:18Z 41.9K followers, 4827 engagements

"$GPCR Structure Therapeutics to Report Data from ACCESS Clinical Program of Oral Small Molecule GLP-1 Receptor Agonist Aleniglipron on December X 2025 Structure Therapeutics"
X Link 2025-12-07T23:26Z 41.9K followers, 11.6K engagements

"$PRAX Baird PT $XXX Incrementally positive on AES presentations. We think Praxis comes out of the American Epilepsy Society with presentations from two separate next-generation sodium channel modulators looking poised to come to market over the next few year"
X Link 2025-12-08T11:45Z 41.9K followers, 2929 engagements

"$OCUL Ocular Therapeutix Announces Plans to Accelerate NDA Submission Timeline for AXPAXLI in Wet AMD Ocular Therapeutix Inc"
X Link 2025-12-08T12:04Z 41.9K followers, 6721 engagements

"$PRAX Truist Planned relu NDA submission possibly as early as 1Q26 places relu significantly ahead of bexicaserin in DEE. Also commentaries by PRAX mgmnt on ET at AES during group dinner was incrementally positive. We increase our PoS/penetration for FOS DEE and ET driving our PT to $XXX (from $360) - Joon Lee"
X Link 2025-12-08T12:21Z 41.9K followers, 2651 engagements

"$KYMR - X Billion marketcap now and no placebo in trial"
X Link 2025-12-08T14:46Z 41.9K followers, 8376 engagements

"$CRVS SAFETY - big takeaway here as AD trial moves on. No dose limiting toxicities or significant adverse events were observed in any patients in all dose cohorts up to XXX mg twice-daily including no myelosuppression or immunosuppression"
X Link 2025-12-08T16:04Z 41.9K followers, 6397 engagements

"$KURA #ASH25 XX% (32/37) CRc and XX% (27/37) CR in newly diagnosed NPM1-m AML with XX% (17/25) of CRc responders achieving molecular MRD negativity by central NGS Median duration of complete response and overall survival not yet reached in newly diagnosed NPM1-m patients as of data cutoff XX% (31/48) ORR in R/R NPM1-m AML XX% (19/23) ORR in venetoclax-nave XX% (13/32) ORR in R/R KMT2A-r AML XX% (7/10) ORR in venetoclax-nave"
X Link 2025-12-08T18:57Z 41.9K followers, 4237 engagements

"@BayAreaBiotechI $ACLX $COGT both had good data imho"
X Link 2025-12-08T21:48Z 41.9K followers, 1043 engagements

"$DIS #Zootopia2 crosses X BILLION this weekend & AVATAR: FIRE AND ASH is setting up to be next Billion dollar film Christmas weekend Chinas box office with a whopping opening weekend of $90M-$100M"
X Link 2025-12-09T12:17Z 41.9K followers, 5011 engagements

"$GMAB Cowen expect Darzalex to meet/beat $3.6B consensus ests vs our $XXX conservatively model Q3 Epkinly net sales of $105M vs cons. $124M. Kesimpta should beat. Tepezza likely to be weak. Rybrevant should continue to grow well. Acasunlimab 2L+ NSCLC update on OS by YE25. Nov XX 2025 PDUFA for 2L+ FL and Ph3 1L/2L DLBCL"
X Link 2025-10-10T13:12Z 41.9K followers, 2896 engagements

"$REGN X billion cash now growing to XX billion by 2028 $REGN still would not surprise me to do a larger M&A soon - possibly obesity related"
X Link 2025-11-24T18:44Z 41.9K followers, 12.2K engagements

"$ACLX #ASH25 Anito-cel demonstrated XX% ORR and XX% CR/sCR at a median follow-up of XXXX months; responses continue to deepen over time -- -- Overall MRD negativity was XX% and sustained MRD negativity for X months was XX% both at 10-5 sensitivity level -- -- 12-month PFS and OS rates were XXXX% and 94.0%; 18-month PFS and OS rates were XXXX% and 88.0%; 24-month PFS and OS rates were XXXX% and XXXX% -"
X Link 2025-12-06T21:02Z 41.9K followers, 9604 engagements

"RBC $FULC FDA Discussion Upcoming - With this data in hand FULC plans to re-engage with the FDA next year (end of Phase I meeting anticipated in 1H26) and we think it will be particularly important to see whether the FDA is willing to broaden stringent inclusion/exclusion criteria imposed when the clinical hold was lifted (recall FULC can currently enroll only the XX% of patients with high disease burden) and whether regulators will allow FULC to move directly into a pivotal trial or ask for an intermediate Phase II trial first"
X Link 2025-12-09T01:30Z 41.9K followers, 2782 engagements

"$PTGX - Cowen 52-week data Phase III VERIFY study was presented in an oral session at ASH. Both we &presenter were impressed by robust durability favorable safety and overall strong product profile of rusfertide. An NDA filing is imminent and launch is expected H2:26 with projected peak sales of $1-2B. PTGX could earn XX% in royalties from TAK via opt-out"
X Link 2025-12-09T03:45Z 41.9K followers, 10.5K engagements

"$XOM slides today - not bad growth for company this size & paying nice XXX% dividend growing each year"
X Link 2025-12-09T15:23Z 41.9K followers, 4818 engagements

"$IDYA IDEAYA Biosciences Announces IND Submission for IDE574 a Potential First-In-Class KAT6/7 Dual Inhibitor for Breast and Lung Cancers - Dec XX 2025"
X Link 2025-12-10T11:22Z 41.9K followers, 2508 engagements

"$QURE ended 4Q23 with $618MM in cash with runway into 2Q27 leaving plenty of buffer to see updates from the HD program and other clinical-stage pipeline candidates through. - sentiment negative as market sees no clear path forward for HD at the moment"
X Link 2024-03-02T15:41Z 41.9K followers, 5337 engagements

"$VIR Comprehensive data update for VIR-5500 a PSMA-targeting PRO-XTEN dual-masked T-cell engager planned for the first quarter of 2026 - First patient dosed in Phase X study of VIR-5500 in combination with androgen receptor pathway inhibitors (ARPIs) in first-line metastatic castration-resistant prostate cancer - Strong financial position and runway into mid-2027 with $XXXXX million in cash and investments as of September XX 2025 $JANX"
X Link 2025-11-05T21:12Z 41.9K followers, 3917 engagements

"$VIR RJ VIR-5500 Robust Update 1Q26 XXX million cash"
X Link 2025-11-07T12:19Z 41.9K followers, 5607 engagements

"$VIR MS OW PT$20 encouraged by updated data for HDV where the unmet need is high and there remains no approved treatments in the US however we expect near term focus to shift to data for VIR-5500 expected 1Q26"
X Link 2025-11-10T13:59Z 41.9K followers, 2929 engagements

"$VIR BofA see significant upside potential for HDV program alone with TCE assets offering significant levers for upside as well (VIR-5500 updates expected 1Q26e). $XX PT Efficacy looks ahead of bulevirtide regardless of dose Tobevibart + elebsiran continues to look solid with XX% of patients at week XX meeting the protocol defined endpoint of HDV RNA X log decrease (vs. XX% for bulevirtide at X mg XX% at XX mg). Perhaps more importantly XX% of patients reached target not detected (vs. XX% for bulevirtide X mg and XX% for bulevirtide at XX mg).think this difference is meaningful"
X Link 2025-11-10T23:02Z 41.9K followers, 3812 engagements

"$VKTX always nice to read Andy Heish comments -commend $VKTX for developing asset at a torrid pace&moving into Phase III trials roughly three years after starting Phase I trial. Furthermorebelieve rapid pace of enrollment is a reflection of enthusiasm for VK2735. While Viking is advancing VK2735 directly to a Phase III program given the unprecedented market opportunity in obesity we believe that the value of VK2735 will ultimately be maximized in the hands of a big pharma which could best navigate the rebate/discount-driven reimbursement landscape. However with the success of LillyDirect we"
X Link 2025-11-23T16:43Z 41.9K followers, 28.3K engagements

"$BBIO about as Bullish as survey as you will see for ATTRUBY The Cardiology Renaissance: ATTR-CM survey points to a growing market and shifts in prescribing behavior Our survey indicates changing prescribing preferences among ATTR-CM (transthyretin amyloid cardiomyopathy) cardiologists with the market growing steadily amidst a competitive landscape"
X Link 2025-12-04T17:37Z 41.9K followers, 15.1K engagements

"$STOK JEFF STOK FDA this month to seek an expedited pathway for zorevunersen (NaV1.1 ASO) which think could be a $1-4B+ blockbuster in Dravet (rare epilepsy) given its disease-modifying potential. FDA update by early '26. The best-case scenario would be to file an NDA in '26 (+50-100% est stock move); the worst case would be to proceed with Phase III (as planned) to generate data by H2:27 (and file in '28"
X Link 2025-12-07T22:47Z 41.9K followers, 6881 engagements

"$XBI #biotechs besides all the #ASH25 data we have $KYMR $DYN $WVE all tomorrow am - what else"
X Link 2025-12-07T22:50Z 41.9K followers, 21K engagements

"If $KYMR XX billion then $NKTR $CRVS to cheap for both having new MOAs and considering at least 1/3 fail dupi"
X Link 2025-12-08T22:07Z 41.9K followers, 11.4K engagements

"$IRON RJ DISC-0974 demonstrated robust activity in nTD and TD Low cohorts. In our RALLY-MF preview cited a bar to beat (major responses) of 30-35% across different cohorts. Disc exceeded that barw/50% of nTD and XX% of TD Low patients had a major response (nTD: increase of XXX g/dL for XX weeks; TD Low: TI over a 16-week period). Given luspatercepts go-ahead signal for Ph3 was XX% DISC-0974 responses in nTD and TD Low came in well-ahead of our expectations raise confidence ahead of DISC-0974s future Ph3 trial"
X Link 2025-12-09T02:06Z 41.9K followers, 2786 engagements

"$VIR Evercore VIR: Mgt remained tight lipped releasing only a few details of what should be expecting for upcoming 1Q26 VIR-5500 (PSMA TCE) update. Although its always difficult to interpret mgmts body language our take is it was confident despite JANXs significant slide earlier in the week.expect a thorough update in early JAN26"
X Link 2025-12-09T02:17Z 41.9K followers, 6059 engagements

"$OCUL BAIRD good read on $OCUL thru December X 2025 Biotechnology Commentary on Ocular's Axpaxli in Wet AMD Dr. Dhoot sees Ocular's SOL-1 as a unique and "quite genius" trial design. SOL-1 the first of two of Ocular Therapeutix's (OCUL Kusy) pivotal wet AMD studies is set to readout in 1Q26 study. Dr. Dhoot and most docs expect SOL-1 to be successful on primary endpoint"
X Link 2025-12-09T16:51Z 41.9K followers, 6852 engagements

"$BBIO #JPM26 one of first to present - will we get encaleret data for ADH1"
X Link 2025-12-10T02:50Z 41.9K followers, 3932 engagements

"$APGE Catalysts"
X Link 2025-11-16T15:05Z 41.9K followers, 10.1K engagements

"$MDGL OPPY From a competitive perspective most MASLD patients discontinued subQ semaglutide with XX% stopping within XX weeks of initiation&higher discontinuation rates among patients without type X diabetes suggesting a potential adherence advantage for Rezdiffra. increasing optimism for Rezdiffra drives our new revenue estimates to $7.1B in 2035 vs. $6.7B prior. new $XXX PT vs. $XXX prior"
X Link 2025-11-20T20:19Z 41.9K followers, 4474 engagements

"$MDGL X million shorts still getting destroyed"
X Link 2025-11-26T01:55Z 41.9K followers, 5976 engagements

"@sharkbiotech When is $VIR next data"
X Link 2025-12-04T20:28Z 41.9K followers, 1531 engagements

"$FULC Fulcrum Therapeutics Announces Positive Initial Results from the XX mg Dose Cohort of the Phase 1b PIONEER Trial of Pociredir in Sickle Cell Disease at the 67th American Society of Hematology Annual Meeting Fulcrum Therapeutics"
X Link 2025-12-06T22:35Z 41.9K followers, 23.4K engagements

"after seeing the bidding for $CDTX - should $IVVD not be higher"
X Link 2025-12-08T12:16Z 41.9K followers, 7614 engagements

"$KURA Cantor dinner at ASH thought Kura mgt made a strong case for the totality of Komzifti as best-in-class molecule on four metrics and why the pie for the menin class will evolve to be like multiple myeloma over time with a potential TAM of $5-10B. $350-500M TAM guidance is reasonable for monotherapy in R/R AML but there are a number of levers for upside in combo use"
X Link 2025-12-09T11:45Z 41.9K followers, 4657 engagements

"$AKRO Novo Nordisk $NVO has completed its acquisition of Akero Therapeutics"
X Link 2025-12-10T01:04Z 41.9K followers, 6486 engagements

"Why not $LLY - $DICE complete bust - they need something in this area - $LLY will $LLY go BIG we know they can - intriguing nugget tonight"
X Link 2025-12-10T02:56Z 41.9K followers, 11.3K engagements

"$RZLT $NKTR by end of year"
X Link 2025-12-10T15:22Z 41.9K followers, 3945 engagements

"$ABVX - its only Wednesday am - will be interesting to see what the trading brings on $ABVX Friday afternoon into the weekend"
X Link 2025-12-10T16:26Z 41.9K followers, 9904 engagements

"$TGTX is not worried about BTK - but it seems it under pressure everytime Roche speaks on it - with that being said how is $TGTX not GREEN on this news - and finally will the FDA finally put to rest BTK in MS"
X Link 2025-12-10T17:33Z 41.9K followers, 4130 engagements

"@MattBiotech roche just very quiet on it STAT just not seen yet"
X Link 2025-12-10T17:53Z 41.9K followers, 4129 engagements

"$CLDX Cana Celldex initiates Phase III trial for second urticaria indication chronic Inducible urticaria; BUY $XX PT estimate $620M WW peak sales for barzolvolimab in ColdU and SD in 2036 the out year of our model. According to market research published by DelveInsight the U.S. CSU drug market size was approximately $2.1B in 2023 and the global market was estimated at $3.8B"
X Link 2025-12-10T18:29Z 41.9K followers, 2358 engagements

"$PTGX thank you @seedy19tron for the Bonus below on $PTGX x $JNJ - big decision for JNJ Will the take all of it or just part Either way $PTGX nice position to be in as data will continue to mature & after ASH25 RUFA X billion opportunity coming into view Bonus: $jnj x $ptgx $jnj PJs in Oakland over past XX Months: 2.09.25 6.09.25 9.07.25 10.10.25 - PTGX RUMOR 12.02.25 12.05.25"
X Link 2025-12-10T19:48Z 41.9K followers, 5511 engagements

"@AaronRosenblum5 @seedy19tron Say what $RYTM allowed patients to be on VYKAT Seriously"
X Link 2025-12-11T15:16Z 41.9K followers, XXX engagements