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"@plainyogurt21 @EpochSwing Exploratory analysis to be fair. Yeah obviously not without risk but all of the people hired cut their teeth at decidedly better companies like $NVS $STML $IDYA $CTIC.clear goal to improve sales near-term get to the MF readout then sell the company"
X Link @MattBiotech 2025-10-15T19:42Z 5413 followers, XXX engagements
"LT position updates: Part X XX Portfolio Pick Buyouts $NARI $BPMC $MYOV $IMGN $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML $JUNO $CMRX $RLYP Tech positions- $TSLA $SOFI $COIN $GOOG $AMZN $NVDA $TTD $IREN $NBIS $DUOL $HOOD $ASTS $RKLB $BMNR $META Bio positions: $VKTX $TMDX $MDGL $CYTK $CELC $QURE $DAWN $SRPT $AXSM $TGTX $LLY $OCUL $OSCR $RNA $HROW $PEPG $SLNO $KVUE"
X Link @Pharmdca 2025-10-08T03:46Z 108.9K followers, 25.5K engagements
"$DAWN Ojemda US product sales by quarter post launch v. $CTIC Vonjo. CTIC was acquired for an EV of $XXX. DAWN EV = $350MM at $8/share. Hopefully a sale of DAWN is near. Otherwise DAWN plans to develop DAY-301 when 95-98% of new cancer drugs in P1 are never approved $XBI $IBB"
X Link @NightOwlBiotech 2025-10-03T15:06Z 1382 followers, 1248 engagements
"$DAWN Ojemda US sales/qtr v. $CTIC Vonjo. Both have like gross margin % & patent life @ approval profiles. For perspective if DAWN mgmt/BOD ever focus on shareholder value CTIC was acquired for $1.7B. Because Ojemda outsells Vonjo DAWN s/b worth more DAY-301 $LLY $XBI $IBB"
X Link @NightOwlBiotech 2025-09-14T15:12Z 1382 followers, 1393 engagements