@tradingsssss Avatar @tradingsssss tradingbiotech

tradingbiotech posts on X about $crvs, $abvx, $nvct, $nktr the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 55.28% finance 8.94% cryptocurrencies 0.81% countries 0.81%

Social topic influence $crvs #3, $abvx #2, $nvct #8, $nktr #6, $kymr #2, trend 4.88%, $dawn 4.07%, dawn 4.07%, $cccc #3, this is 3.25%

Top accounts mentioned or mentioned by @hothomaswphelps @financebully @somecuriousgirl @jfais20 @semodough @liteupthedark1 @byebyegoodguy @joserestonva @prophetspoison @chiragkh @eggcapitalws @soowannaway @jd4for4 @redautumnbio @goalsofstephan @realguenel @seedy19tron @joecool20250204 @doepkemichel @bananaoncology

Top assets mentioned Abivax SA (ABVX) Nuvectis Pharma, Inc. (NVCT) Kymera Therapeutics, Inc. (KYMR) Day One Biopharmaceuticals, Inc. (DAWN) C4 Therapeutics, Inc (CCCC) Apogee Therapeutics, Inc. (APGE) Synthetify (SNY) Evommune, Inc. (EVMN) Oruka Therapeutics, Inc. Common Stock (ORKA) Intellia Therapeutics, Inc (NTLA) Sarepta Therapeutics, Inc. (SRPT) Amgen, Inc. (AMGN) Eli Lilly and Company (LLY) IDEAYA Biosciences, Inc. Common Stock (IDYA) Ocular Therapeutix, Inc. (OCUL) Alibaba Group (BABA) Coconut Chicken (CCC) Caribou Biosciences, Inc. (CRBU) Inhibikase Therapeutics, Inc. (IKT) Tarsus Pharmaceuticals, Inc. (TARS) Prime Medicine, Inc. (PRME) Protagonist Therapeutics, Inc (PTGX) Royalty Pharma plc (RPRX) Agios Pharmaceuticals, Inc. (AGIO) AbCellera Biologics Inc. (ABCL) Regeneron Pharmaceuticals Inc (REGN) Revolution Medicines, Inc. (RVMD) Legend Biotech Corp (LEGN) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Structure Therapeutics Inc. (GPCR) ArriVent BioPharma, Inc. (AVBP) PepGen Inc. (PEPG) Sanofi (SNY)

Top Social Posts

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

"$NTLA i dont think is done but probably close to done its still missing the liquidation candle that wipes out everyone to get this all started 300$ range from range low to range high and if it gets above it it's a 4-5x from here"
X Link 2024-12-28T12:12Z [----] followers, [---] engagements

"$NTLA this is crazy tbh"
X Link 2025-01-17T07:47Z [----] followers, [----] engagements

"$SRPT needs to get above this trend"
X Link 2025-09-08T08:25Z [----] followers, [----] engagements

"$ABVX faked out usually a good sign for when it gets back up"
X Link 2025-10-02T01:40Z [----] followers, [----] engagements

"$CCC retesting trend after the failed breakout"
X Link 2025-12-02T02:02Z [----] followers, [---] engagements

"$CRBU rejected the trend flip"
X Link 2025-12-02T02:05Z [----] followers, [----] engagements

"$IKT looks nice here a lot of cardiovascular drugs are significantly undervalued $TECX is at a 140m EV this is somewhere there"
X Link 2025-12-24T23:19Z [----] followers, [----] engagements

"$NVCT playing these breakouts have been choppy recently but like the program and probably worth to follow the trend here tho my money is mostly made in that consolidation period at the bottom and playing the trend flip my TA strategy generally struggles when markets have moved https://twitter.com/i/web/status/2011482732728049825 https://twitter.com/i/web/status/2011482732728049825"
X Link 2026-01-14T16:57Z [----] followers, [---] engagements

"@seedy19tron just hoping for some $KYMR type of love 😘"
X Link 2026-01-16T23:53Z [----] followers, [---] engagements

"$CRVS should be why any efficacy comparisons to any other programs is hard to use bc pt populations here are different. There's very limited data (I think Ebglyss has some on dupi-exp pts but i think they werent failures and $APGE will have jak-failed pts) if it beats JAK and/or dupi efficacies in this pt pop then this might get very interesting. I think there's a BP already ready to give it a swing if the data beats or is close to dupi in dupi and JAK failures We are in a bull market after all where early stage companies are rewarded for promising data maybe in a bear it might be flat or"
X Link 2026-01-17T18:16Z [----] followers, [----] engagements

"$NVCT above this area and holding"
X Link 2026-01-19T01:16Z [----] followers, [---] engagements

"$TARS Good short from the 80s when it broke down range i didnt take it of course"
X Link 2026-01-19T01:20Z [----] followers, [---] engagements

"$DAWN underrated move here have some position here small - 85% tied into $CRVS and $ABVX"
X Link 2026-01-20T22:37Z [----] followers, [----] engagements

"@chiragkh fingers crossed on the $ABVX buyout $NVCT on paper looks promising but im sure there's a reason its at 200m EV just haven't had the time to look at it"
X Link 2026-01-21T10:40Z [----] followers, [----] engagements

"$NVCT we're above this area as well"
X Link 2026-01-22T02:22Z [----] followers, [---] engagements

"$KURA v cheap but the chart is not so fun"
X Link 2026-01-22T02:24Z [----] followers, [---] engagements

"$CCCC not so good"
X Link 2026-01-22T02:25Z [----] followers, [---] engagements

"$NVCT next one up here"
X Link 2026-01-23T01:23Z [----] followers, [---] engagements

"$PRME solid move from the trend reclaim"
X Link 2026-01-23T01:24Z [----] followers, [---] engagements

"$DAWN dont like these wicks still looks good but dont like it in the short term"
X Link 2026-01-24T00:55Z [----] followers, [---] engagements

"$NVCT looking good here"
X Link 2026-01-24T00:55Z [----] followers, [---] engagements

"@joecool20250204 @doepke_michel $PTGX should just transform themselves to $RPRX with their own r&d pipeline"
X Link 2026-01-26T14:04Z [----] followers, [---] engagements

"$DAWN those wicks dont matter we're just going to keep grinding up trend is up"
X Link 2026-01-28T01:36Z [----] followers, [---] engagements

"$NVCT well this looks really good added more yesterday at the open"
X Link 2026-01-28T01:37Z [----] followers, [---] engagements

"$AGIO above trend here too"
X Link 2026-01-28T01:38Z [----] followers, [---] engagements

"$ABVX I don't want to be that guy but What does this look like to you 👀"
X Link 2026-01-29T10:57Z [----] followers, [----] engagements

"$ABVX buyout holders are crashing out.yall gotta chill"
X Link 2026-01-30T10:01Z [----] followers, [----] engagements

"wow literally went from 4B per year as a 2L post-dupi drug to a zero meanwhile $ABCL couldnt get its ox40 off the ground Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa. Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa"
X Link 2026-02-02T12:57Z [----] followers, [----] engagements

"$CRVS will have [--] phase [--] ready indications by 2027/28 with HS Asthma and AtD and potentially PTCL approval All potentially best in class and best in disease in PTCL HS and AtD which are the two biggest skin markets that a safe and oral option will help grow Both will have earlier usage in the moderate population that is 2-3x bigger than the current biologic TAM due to safety and convenience Now try to price it with that context https://twitter.com/i/web/status/2018696730813079909 https://twitter.com/i/web/status/2018696730813079909"
X Link 2026-02-03T14:43Z [----] followers, [---] engagements

"$ABVX range low reclaim"
X Link 2026-02-04T02:01Z [----] followers, [---] engagements

"$CRVS holding trend here waiting for a catalyst i wonder what could be next"
X Link 2026-02-04T02:02Z [----] followers, [----] engagements

"$NVCT this has such low float that any positive catalyst will rocket this trend flips on the weekly"
X Link 2026-02-04T02:06Z [----] followers, [---] engagements

"$PALI rough break down looking likely here does $PALI go down on bad $ABVX maintenance data"
X Link 2026-02-05T02:03Z [----] followers, [----] engagements

"@Banana_Oncology @EggCapitalWS Puts a lot of pressure on the maintenance data to raise off a stock pop Companies like $CRVS will go from being 1.5-2 years behind to one year behind and their CMC work will be easier and less complicated so less chances of a CRL"
X Link 2026-02-06T02:20Z [----] followers, [---] engagements

"@AlexandrG1980 @chaotropy btw $KYMR has not had a drug exit phase [--] and has dropped more programs than they have open"
X Link 2026-02-07T08:38Z [----] followers, [---] engagements

"$KYMR their phase 2b trial is really dependent on how much they can filter out the mixed Th2/Th17 AD patients from the Th2 dominant diseases Can they do this in their phase [--] trial Yes - they filtered for patients that prior dupi responses but could not continue treatment bc of non safety and efficacy reasons Can they do this in a phase 2b or phase [--] trial I doubt they can filter this out 🚨 New paper: Persistent activation of #STAT6 neutrophilic recruitment in chronic atopic dermatitis Insight to $KYMR KT-621 efficacy in AD Where KT-621 likely highly effective #Dupilumab: - keratinocyte"
X Link 2026-02-09T07:07Z [----] followers, [---] engagements

"$KYMR also KT-621 might make these mixed Th2/17 pts worse dropping those EASI scores if theyre in the treatment arm https://x.com/i/status/1979085598087385321 Hypothesis: STAT6 degrader IL-4R antibody $KYMR New Ph2b atopic dermatitis exclusion is #Th17 specific suggests predicted pathway limitation of downstream #STAT6 may Th17 skin disease via IL-6/STAT3 and common Q576R polymorphism Ph1b 4Q25 may tell $REGN $SNY #Dupilumab https://t.co/WE8KJkbqP9 https://x.com/i/status/1979085598087385321 Hypothesis: STAT6 degrader IL-4R antibody $KYMR New Ph2b atopic dermatitis exclusion is #Th17 specific"
X Link 2026-02-09T11:24Z [----] followers, [---] engagements

"$NVCT 👀👀👀"
X Link 2026-02-09T15:06Z [----] followers, [---] engagements

"$NVCT above this area now"
X Link 2026-02-10T00:45Z [----] followers, [---] engagements

"$ABVX range high next"
X Link 2026-02-10T00:46Z [----] followers, [----] engagements

"$CRVS nothing till it flips 22"
X Link 2026-02-10T00:47Z [----] followers, [---] engagements

"$DAWN looking good here reclaimed trend and consolidated above it"
X Link 2026-02-10T00:48Z [----] followers, [---] engagements

"$RVMD just hovering below trend"
X Link 2026-02-10T00:58Z [----] followers, [---] engagements

"$NKTR will 12% be enough to raise cash for their phase 3s heard they need 500m for the phase 3s with 30-40m cash burn dont think there will be a settlement anytime soon $NKTR surprised its not up even more after the slides were released $NKTR surprised its not up even more after the slides were released"
X Link 2026-02-10T13:32Z [----] followers, [----] engagements

"@somecuriousgirl suing your BP partner is not a good reputation to have across other BP partners if BO i think $LLY will be the ones that buyout to remove the lawsuit"
X Link 2026-02-10T13:52Z [----] followers, [---] engagements

"@somecuriousgirl let's see - pharma is all about relationships and everyone knows each other. i wouldn't be so quick to rule that out i dont think any BP will want to take that risk and sue $LLY"
X Link 2026-02-10T14:14Z [----] followers, [--] engagements

"$ABVX looking good here"
X Link 2026-02-10T14:57Z [----] followers, [----] engagements

"$NVCT Retesting here"
X Link 2026-02-10T15:15Z [----] followers, [---] engagements

"$EVMN retesting previous ATHs here"
X Link 2026-02-10T15:22Z [----] followers, [---] engagements

"@LabbRadar It has a bigger TAM than $NKTR 🫡"
X Link 2026-02-10T15:53Z [----] followers, [---] engagements

"$CRVS imagine a catalyst coming out of nowhere 👀 $CRVS short interest intriguing that at any time with Richard Miller & Wifes connections could land partner at anytime for First in class Oral - potentially modifying https://t.co/sYddo9dQVx $CRVS short interest intriguing that at any time with Richard Miller & Wifes connections could land partner at anytime for First in class Oral - potentially modifying https://t.co/sYddo9dQVx"
X Link 2026-02-11T00:16Z [----] followers, [----] engagements

"@semodough All of this fits soquelitinib's profile $CRVS"
X Link 2026-02-11T14:42Z [----] followers, [---] engagements

"@liteupthedark1 I don't trade a drug that could potentially be dupi-bimzelx in a pill or Rinvoq without a BBW 👀 This could be 30-40B peak sales if it all works"
X Link 2026-02-11T23:22Z [----] followers, [---] engagements

"@jfais20 their next gen ITK still hit RLK/TXK which when spared keeps Th1 for cancer and viral surveillance and induces Treg differentiation if $ACRS still hits RLK/TXK then I think it might be another JAK https://x.com/tradingsssss/status/2016339702593552645s=20 @BlueWinterMgmt they overlap so hard to know exactly I think this probably speaks to how difficult it is to create an ITK-selective. $ACRS have addressed this as well. $ACRS has been trying to create an ITK selective inhibitor and this is one of their first attempts at it Their 2nd 3rd and https://t.co/nwqnc8Rtny"
X Link 2026-02-12T01:29Z [----] followers, [---] engagements

"$NVCT looks really good to me"
X Link 2026-02-12T04:39Z [----] followers, [---] engagements

"@byebyegoodguy @A_May_MD its how you know you are in a bull market weve seen it for a couple of companies offerings get punished in a bear market"
X Link 2026-02-12T14:59Z [----] followers, [--] engagements

"$CRVS Tregs are pretty integral in that durative effect You can see it in the $NKTR and $CRVS data The difference is the speed of the responses: $CRVS is reaching $NKTR W16 response at W4 & [--] (don't kill me I know it's a small sample size but $CRVS is also doing this in a population that includes 40-50% dupi and JAK failures not a fully naive pt pop so gotta give credit to that) Which makes sense MOA wise #Rezpeg is only affecting the Treg side of the treg/teff equation so to get it to balance you have to dose more and for a longer period (That's why they're extending the induction period"
X Link 2026-02-13T07:15Z [----] followers, [--] engagements

"I'm in $ABVX and have a small position in $DAWN I'm intrigued by $NVCT with their Src inhibitor - kind of a similar playbook to Soquelitinib - targeting an upstream confirmation of Src before oncogenic signal - shown some really nice pre-clinical work to prove their MOA works and their rationale for potential durability - Highly selective Src inhibitor - lowering toxicities that Dasatinib had - could potential break ALK and EGFR resistance based on their pre-clinical data (all pts with these mutations become resistant after one year) - working on a pt pop that does not have many options."
X Link 2026-01-21T10:32Z [----] followers, [----] engagements

"@financebully @InteriusBio $LEGN is cheap here"
X Link 2026-02-09T12:20Z [----] followers, [---] engagements

"@BioValues $NVCT is a spec play with enormous upside potential that's not one of the [--] biotechs"
X Link 2026-02-12T15:00Z [----] followers, [---] engagements

"My literal feed rn is $ABVX holders promising to name their kids colitis Marc Obe And @HOThomasWPhelps posting some $CRVS alpha $CRVS Biggest concern I hear is safety of Cohort [--] w/ longer drug exposure. #Soquelitinib low dose Cohort 1/2 had EASI-75 of 29% (n=24) matching #dupilumab and higher dose Cohort [--] had EASI-75 reduction of 50% matching JAKi #upadacitinib So I see [--] possibilities regarding https://t.co/p8Xd4bPFF9 $CRVS Biggest concern I hear is safety of Cohort [--] w/ longer drug exposure. #Soquelitinib low dose Cohort 1/2 had EASI-75 of 29% (n=24) matching #dupilumab and higher dose"
X Link 2025-12-10T10:44Z [----] followers, 14.7K engagements

"if you like $ABVX bc it's oral unique MOA and in a huge disease market you might like $CRVS which is also an oral unique MOA which targets Th2 and Th17 diseases so that's all of Dupi's indications + Bimzelx's indications or Rinvoq w/o the black box Oh yeah there's also a phase [--] PTCL that doesn't have a SOC that works and phase [--] showed [----] months median OS compared to SOC which is usually 6-12 months And also an ALPS indication where it could get immediate approval from this FDA after their proof of concept study Oh yeah it could work in combination with immunotherapies in solid tumours."
X Link 2025-12-10T11:01Z [----] followers, 10.9K engagements

"$NKTR $CRVS don't understand the animosity between the two names both work on tregs and $NKTR's data provides a nice read through to $CRVS drug and vice versa most BPs talk about this and this is being talked about the same way with $ABVX and obefazimod in IBD but a safe oral drug increases specialty drug use further into the moderate AD population. This then increases the TAM for everybody else. It's literally the tide that lifts all boats If you're in the AD space I don't think you'd want to shoot down the potential of an safe and effective oral drug entering the market 🫡 $CRVS Tregs are"
X Link 2026-02-13T15:18Z [----] followers, [----] engagements

"i dont even think $KYMR will be a close competitor to $CRVS: - STAT6 knockout and degradation skews the inflammation towards a Th17 disease which is why they excluded pts with psoriasis in their trials. If they get any mixed Th2/Th17 patients you might not see efficacy in those pts = efficacy capped - STAT6 degradation cannot hit other non-STAT6 Th2 inflammation pathways = efficacy capped - Phase 1b filtered out dupi and JAK failures and only allowed prior dupi pts that were known responders (22% of their pt population) so no conclusions can be made here - STAT6 is widely expressed in the"
X Link 2026-02-14T04:08Z [----] followers, [---] engagements

"It's a smart bet I have a slightly different perspective on it: Dupi's [----] LOE will be unique in a way where they will still be a Best in Disease gold standard product. When dupi biosimilars come into the market they will be widely used bc of this gold standard efficacy and safety combined with the discounted price (40-70% discount) This creates a dynamic where payers will need to evaluate whether the premium they're paying for your drug is more value than a dupi biosimilar. This also increases the amount of dupi failures and dupi experienced AD in the market So the question every drug"
X Link 2026-02-14T09:20Z [----] followers, [----] engagements

"$NKTR $CRVS $NKTR $CRVS don't understand the animosity between the two names both work on tregs and $NKTR's data provides a nice read through to $CRVS drug and vice versa most BPs talk about this and this is being talked about the same way with $ABVX and obefazimod in IBD but a safe $NKTR $CRVS don't understand the animosity between the two names both work on tregs and $NKTR's data provides a nice read through to $CRVS drug and vice versa most BPs talk about this and this is being talked about the same way with $ABVX and obefazimod in IBD but a safe"
X Link 2026-02-15T00:33Z [----] followers, [----] engagements

"$NKTR $CRVS $APGE $KYMR $EVMN why are we even trying to compete with one another 😂 $NKTR $CRVS https://t.co/cJhhh1lPTx $NKTR $CRVS https://t.co/cJhhh1lPTx"
X Link 2026-02-15T08:45Z [----] followers, [----] engagements

"$BHVN its above this area on heck of a pipeline but do they even have cash"
X Link 2026-01-22T02:27Z [----] followers, [---] engagements

"$GPCR Is ripping and filled that wick been a solid run since 18-20s"
X Link 2026-01-22T02:28Z [----] followers, [---] engagements

"$AVBP dont know what they do roughly around 600m EV above trend and approaching this resistance area @tradingsssss Look at $AVBP fren @tradingsssss Look at $AVBP fren"
X Link 2026-01-22T08:56Z [----] followers, [---] engagements

"@JD4for4 @semodough you concerned about the osi GI AEs compounding the NXP-900 GI AEs think lorlatinib AEs should be quite good"
X Link 2026-02-12T04:45Z [----] followers, [--] engagements

"Likewise Nemluvio is probably a combination of differentiation and lack of options in AD and Amlitelimab's commercial launch could give us an idea on how desperate doctors still are I can only speculate on why they moved on from KT-474 since they did cancelled the program just before readout of their phase [--] HS and AD studies - maybe an efficacy issue I agree tho both $KYMR and $CRVS are still early have a lot of to prove in phase 2b and all the best on the pair trade One thing I can't fault $KYMR is how they've been able to play the capital markets and raise all this cash despite having 6"
X Link 2026-02-14T13:15Z [----] followers, [---] engagements

"Even in Psoriasis there's multiple drugs within the established MOAs so definitely lots of room here - IL17 A/F: Bimzelx Sonelukimab Consentx (IL17A only) Taltz (IL17A only) - IL 23: Tremfya Skyrizi Imluya Omvoh - JAK: Rinvoq - TYK2: Sotyktu Envudeucitinib Zaso - TNF: Humira Enbrel Remicade - PDE4: Otezla https://twitter.com/i/web/status/2022663205705715840 https://twitter.com/i/web/status/2022663205705715840"
X Link 2026-02-14T13:24Z [----] followers, [---] engagements

"I agree there will be multiple BICs in each differentiator in this heterogeneous disease and we've laid most of these differentiations. One that's probably not talked about is the indeterminate CTCL/AD presentation CTCL treated with dupixent actually makes it worse so there's this diagnosis risk for doctors and patients and there's an option for $CRVS here as they've shown to work on both (it's probably its strongest 1L argument) I guess you could define a BIC or even a Best in Disease based on how many differentiators can they be BIC in. Just having many differentiators is probably not"
X Link 2026-02-15T21:50Z [----] followers, [--] engagements

"Imagine a drug that could work on both I'd imagine that drug will be prescribed 1L in AD just because it could reduce diagnosis risk #Dupilumab is uncovering hidden skin lymphomas why some patients do not respond to Dupi as they do not have AD. - CTCL and atopic dermatitis/eczema can present similarly and misdiagnosis may be high https://t.co/KuU8pRy2DE https://t.co/kRxySpBjWt #Dupilumab is uncovering hidden skin lymphomas why some patients do not respond to Dupi as they do not have AD. - CTCL and atopic dermatitis/eczema can present similarly and misdiagnosis may be high"
X Link 2026-02-04T05:00Z [----] followers, [---] engagements

"$ZURA tried to break above but couldn't hold"
X Link 2026-02-10T00:57Z [----] followers, [---] engagements

"$NKTR coming up to this area now let's see how it trades after offering"
X Link 2026-02-10T15:25Z [----] followers, [---] engagements

"$NKTR consolidates at 56-60s then we go again"
X Link 2026-02-12T04:41Z [----] followers, [----] engagements

"$CRVS Tregs are pretty integral in inducing that durative effect You can see it in the $NKTR and $CRVS data The difference is the speed of the responses: $CRVS is reaching $NKTR W16 response at W4 & [--] (don't kill me I know it's a small sample size but $CRVS is also doing this in a population that includes 40-50% dupi and JAK failures not a fully naive pt pop so gotta give credit to that) Which makes sense MOA wise #Rezpeg is only affecting the Treg side of the treg/teff equation so to get it to balance you have to dose more and for a longer period (That's why they're extending the induction"
X Link 2026-02-13T07:17Z [----] followers, 10.4K engagements

"$PEPG pitch perfect trading right here and im not in it 🤣"
X Link 2026-02-13T13:58Z [----] followers, [---] engagements

"@JoseRestonVA Understand 🫡 Just saw you added a couple of AD names with $KYMR $APGE $CRVS $EVMN"
X Link 2026-02-14T01:47Z [----] followers, [---] engagements

"btw commercial window is an issue at present but it's easily mitigated: - patent extensions will probably push this to [----] - if durative effect keeps up then there will be a very strong MOU patent on the dosing and durative effect - patent on Th1 sparing Treg induction etc - if safety holds up lots of combination tx possibilities with Anti-TNF and Anti-Fibrotic medications - there's lots of manufacturing formulation for extended release patents that you can pull up - patents on new indications that it can be used (Tfh = B-cell/T-cell mixed diseases Th2 and/or Th17 diseases) - there's also a"
X Link 2026-02-14T04:28Z [----] followers, [--] engagements

"$CCCC retesting trend"
X Link 2025-12-10T04:28Z [----] followers, [---] engagements

"here's an example of meh dec trading: $CCCC though this would be great but closed below previous breakout area no significant losses but had some capital tied up and was able to cut close to breakeven prices but could've been in other names instead of this"
X Link 2025-12-16T00:05Z [----] followers, [---] engagements

"$CCCC Lost trend here"
X Link 2025-12-17T01:12Z [----] followers, [---] engagements

"$NKTR anyone know whether prior JAK and biologic experienced pts will be included in their phase [--] trials"
X Link 2026-02-11T12:10Z [----] followers, [----] engagements

"no requirements of food intake and having it with food is better for compliance anyways currently BID and being tested for QD (likely to work since 400mg QD can induce up to 90% kinase inhibition and covalent binding can keep that for longer) dose doesn't need to be refined as correlation with dose and kinase inhibition has been established https://twitter.com/i/web/status/2022533589028757683 https://twitter.com/i/web/status/2022533589028757683"
X Link 2026-02-14T04:49Z [----] followers, [--] engagements

"@JoseRestonVA also depends on which differentiators you have lots of different combinations that you can have but I think the main focal point that were both harping on is that THERE'S ROOM FOR MANY WINNERS 🫡"
X Link 2026-02-15T23:11Z [----] followers, [--] engagements

"theoretically (saying this bc you need more data) but it is a pan-immunology drug has limitations in other immunology indications (like IBD) but essentially dupi-bimzelx indications could be fully covered here then the ones they can't touch that have both Th2-Th17 so any BP taking this on could potentially have an I&I franchise built from scratch"
X Link 2026-01-24T00:46Z [----] followers, [---] engagements

"@financebully keen to see what the shorts say tho 😂 they either fall into the: - stat6 is better - it has "nib" so needs more safety data - too early - somehow connect OX-40 safety to ITK inhibition - $NKTR better bc it has p2b"
X Link 2026-01-24T00:48Z [----] followers, [----] engagements

"$ABVX above trend here - very choppy if you have just been chasing buyouts the last [--] months but good close to the week"
X Link 2026-01-24T00:53Z [----] followers, [---] engagements

"$CRVS monthly area is there - probably need to close above that next week technically but wouldn't be surprised if it went down there"
X Link 2026-01-24T00:54Z [----] followers, [----] engagements

"@financebully - long term dosing safety will be an issue despite pts might not needing to dose for more than 8-12 weeks straight 😂 I can keep going"
X Link 2026-01-24T02:19Z [----] followers, [---] engagements

"$CRVS appreciate the bear thesis - I agree with the patent issue but I think they got something up their sleeve with that but it's not here so it's valid with PTE up to [----] - I've always agreed that the commercial will be a headache but there's actually an easy way to get around it which is market PTCL and ALPS with Orphan drug pricing then drop it to 35-45K per year when AtD Asthma and HS hits the market. They can create different brands but this depends on how differentiated the products are again I have ideas on how to do this but I don't run the company - Agree that it's early and lots"
X Link 2026-01-24T17:06Z [----] followers, [----] engagements

"I was trying to post less $CRVS and post more charts but it looks like $CRVS is going to be a thesis debate battleground now 🥲 I still think buyout this year 🫡😂"
X Link 2026-01-24T17:07Z [----] followers, [----] engagements

"@realchinesespy @IC50_cent JAKs don't reduce TARC and have efficacy so not really a reliable biomarker to track for clinical efficacy The point was IL4 half life was very low so it's not so easy to track statistically to have any conclusions from it"
X Link 2026-01-24T22:55Z [----] followers, [--] engagements

"@financebully @RedAutumnBio I don't disagree just like to be a bull 😂 Tho $TAK swung similarly on Zaso (p2b ongoing and p3 ready asset) no"
X Link 2026-01-24T23:17Z [----] followers, [--] engagements

"$SRPT very interesting consolidation here and likely to break out"
X Link 2026-01-26T14:48Z [----] followers, [---] engagements

"$TECX here's another one above trend but quite choppy"
X Link 2026-01-26T14:48Z [----] followers, [---] engagements

"@jfais20 Everytime I see $HROW I just think of Heathrow Airport being a publicly traded stock 😂"
X Link 2026-01-27T02:14Z [----] followers, [---] engagements

"@byebyegoodguy @HOThomasWPhelps I don't think any commercial or clinical stage competitor has been able to do this tho 🫡 https://x.com/i/status/2015815043439271984 @RedAutumnBio it's unlikely that any ph1 trial will definitively demonstrate that the treatment is disease modifying. however $crvs soq withdrawal data is pretty compelling so far. https://t.co/IbWaW18yxI https://x.com/i/status/2015815043439271984 @RedAutumnBio it's unlikely that any ph1 trial will definitively demonstrate that the treatment is disease modifying. however $crvs soq withdrawal data is pretty compelling so far."
X Link 2026-01-27T08:24Z [----] followers, [---] engagements

"$ABVX choppy"
X Link 2026-01-28T01:36Z [----] followers, [----] engagements

"$CRVS One detail in the ALPS study - they said they have pts that have been dosed for one year (likely 200mg BID) and they are looking at expanding the trial to other hospital centers and further into the pediatric setting (currently with pts 16yrs or older) that's probably a good sign that they have seen some efficacy + no safety signals in any of the patients (see criteria below) and that investigators at the NIH are confident this is moving forward or has already move forward to the next stage. They wouldn't move this trial into the pediatric setting if there were safety issues and/or no"
X Link 2026-01-29T00:11Z [----] followers, [----] engagements

"$ABVX does obefazimod cure dandruff 👀 $ABVX I don't want to be that guy but What does this look like to you 👀 https://t.co/mSFPcysNfu $ABVX I don't want to be that guy but What does this look like to you 👀 https://t.co/mSFPcysNfu"
X Link 2026-01-30T00:01Z [----] followers, [----] engagements

"Just realized how dupi-reliant Sanofi is They gotta be thinking hard about 2031-2035 dupi LOE Itep failing Amli failing Tole safety CRL Phase 2-3 doesnt look like it has the replacement (maybe a more respiratory version of dupi with lunsekimig). A lot of potential blockbusters but youD need 8-14 to survive that and I don't see [--] blockbusters in that pipeline Soquelitinib should plug that 2031-2035 dupi LOE $CRVS https://twitter.com/i/web/status/2017043339426890227 https://twitter.com/i/web/status/2017043339426890227"
X Link 2026-01-30T01:13Z [----] followers, [---] engagements

"@zethedeuce @HOThomasWPhelps $SNY got TZIELD and got dupi-LOE"
X Link 2026-01-30T01:23Z [----] followers, [--] engagements

"@BiasedHouston If the experiment doesn't work warriors can just blow it up and trade Giannis too"
X Link 2026-01-30T05:13Z [----] followers, [---] engagements

"what is $SNY doing 🥲 $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY"
X Link 2026-01-30T13:33Z [----] followers, [---] engagements

"bull market vibes right here $AQST 💁♂ https://t.co/DaMyGIXGi0 $AQST 💁♂ https://t.co/DaMyGIXGi0"
X Link 2026-02-02T12:38Z [----] followers, [----] engagements

"$TECX what happened"
X Link 2026-02-04T02:02Z [----] followers, [---] engagements

"$ZURA it did go down to [---] to retest $ZURA broke out but think it goes down to [---] next week to retest https://t.co/eeGlERreWT $ZURA broke out but think it goes down to [---] next week to retest https://t.co/eeGlERreWT"
X Link 2026-02-04T02:10Z [----] followers, [---] engagements

"@prophetspoison They're only out of their primes bc they started losing to Novak"
X Link 2026-02-04T07:25Z [----] followers, 13.4K engagements

"@GoalsOfStephan @prophetspoison but Nadal and Federer aren't "most athletes" so does this apply to them"
X Link 2026-02-05T06:10Z [----] followers, [--] engagements

"@Silentr3bel1 @GoalsOfStephan @prophetspoison So what defines someone's prime"
X Link 2026-02-05T14:36Z [----] followers, [--] engagements

"You're making the point I'm afraid you have the burden of proof to show that to me Problem with sustained greatness definition in an individual sport is that no one will ever play someone in their prime bc there will always be a singular person dominating So everyone's dominant period can be contested that they didn't play anyone in their primes bc of that definition"
X Link 2026-02-05T14:55Z [----] followers, [--] engagements

"@byebyegoodguy @EggCapitalWS even if they won the settlement they would only get the money 2-3 years later after $LLY's appeal and all"
X Link 2026-02-06T05:34Z [----] followers, [--] engagements

"$ORKA interesting here"
X Link 2026-01-24T01:00Z [----] followers, [---] engagements

"$ORKA looks good here"
X Link 2026-01-26T14:49Z [----] followers, [---] engagements

"$ORKA trading view is not so good with these types of scenarios - id have to program the EMAs to only take into account a certain date but i think id have to program an EMA indicator from scratch to do that on their system regardless daily EMAs are probably better to use and it looks good https://twitter.com/i/web/status/2016326194481005033 https://twitter.com/i/web/status/2016326194481005033"
X Link 2026-01-28T01:43Z [----] followers, [---] engagements

"$BABA $9988.HK this is a cleaner chart than the US one and you can see the break out clearly here you don't fade these types of moves they are often the start of something"
X Link 2025-02-17T07:16Z [----] followers, [---] engagements

"$BABA $9988.HK looks good here Retest of the trend was bought up aggressively by China"
X Link 2025-02-26T02:33Z [----] followers, [---] engagements

"$CCCC above this area again"
X Link 2025-12-04T01:46Z [----] followers, [---] engagements

"$ACHL looks decent here - in a range but if it gets above [----] then it looks like it could run Tech looks like a science project tbh"
X Link 2025-01-02T04:13Z [----] followers, [---] engagements

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