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"Strong growth but not overvalued . $PTCT $AGI $VCTR $SMCI $SUPN $VRTX $MNSO and $CTRA are showing up in our selection"
X Link @ChartMill 2025-10-15T22:00Z 11.2K followers, XXX engagements
"Seven commercial in vivo gene therapies for rare diseases: Luxturna (RPE65-LCA2; $RRHBY) Zolgensma (SMA; $NVS) Kebilidi (AADC deficiency; $PTCT) Roctavian (HemA; $BMRN) Hemgenix (HemB; $QURE) and Elevidys (DMD; $SRPT) using AAV vectors and Vykuvek (DEB; $KRYS) using Herpesvirus. Zolgensma is a blockbuster ($1bn+ net sales/year). Elevidys was on-track to become one (strong demand) despite all the issues associated with systemic gene therapy. Luxturna has had strong demand but so few patients that the commercial case has been very challenging. Vyjuvek did $300M in revenues the first full-year"
X Link @GerardCaelles 2025-10-15T19:56Z 1098 followers, XXX engagements
"Monster in the making $CRSP $PRGO $OGN $ELAN $ZTS $ROIV $BHC $MYL $AMRX $CORT $IRWD $SUPN $LGND $PCRX $KRTX $ACAD $ARVN $BLUE $AGIO $FOLD $SAGE $XENE $PTCT $VNDA $ZGNX $AERI $ANAB $AVIR $BPMC $CLVS $DCPH $EBS $ENDP $EPZM $ESPR $GERN $GWPH $HRTX $INVA"
X Link @mariostario2019 2025-10-14T16:27Z XX followers, XXX engagements
"$VIAV $PTCT $ETR $CENX $KGC $SHLD $SLV and $GLD. Strong technicals stocks and near a new high"
X Link @ChartMill 2025-10-11T16:00Z 11.2K followers, XXX engagements