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# ![@A_May_MD Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::940047237240971264.png) @A_May_MD Adam May

Adam May posts on X about $abvx, $lly, $qure, $xbi the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::940047237240971264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::940047237240971264/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +117%
- X Year XXXXXXXXXX +599%

### Mentions: XX [#](/creator/twitter::940047237240971264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::940047237240971264/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -X%
- X Months XXX +49%
- X Year XXXXX +211%

### Followers: XXXXXX [#](/creator/twitter::940047237240971264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::940047237240971264/c:line/m:followers.svg)

- X Week XXXXXX +0.62%
- X Month XXXXXX +3.60%
- X Months XXXXXX +133%
- X Year XXXXXX +288%

### CreatorRank: XXXXXXX [#](/creator/twitter::940047237240971264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::940047237240971264/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$abvx](/topic/$abvx) #6, [$lly](/topic/$lly) #59, [$qure](/topic/$qure) #11, [$xbi](/topic/$xbi) #27, [$bbc](/topic/$bbc) #8, [$ntla](/topic/$ntla) #23, [$cdtx](/topic/$cdtx) #6, [$10b](/topic/$10b) #3, [$nvo](/topic/$nvo) #76, [$abbv](/topic/$abbv) #10

**Top accounts mentioned or mentioned by**
[@charle77238](/creator/undefined) [@houndcl](/creator/undefined) [@fwcweather](/creator/undefined) [@sanctuarybio](/creator/undefined) [@financebully](/creator/undefined) [@byebyegoodguy](/creator/undefined) [@pickingmyown](/creator/undefined) [@pawcio2009](/creator/undefined) [@2035bio](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@rjccapital](/creator/undefined) [@mm3915038575333](/creator/undefined) [@snupsnus](/creator/undefined) [@biopharmiq](/creator/undefined) [@biotechobserver](/creator/undefined) [@plainyogurt21](/creator/undefined) [@bingbingbom](/creator/undefined) [@geneinvesting](/creator/undefined) [@grok](/creator/undefined) [@adamfeuerstein](/creator/undefined)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [uniQure N.V. (QURE)](/topic/$qure) [Bitcoin Incognito (XBI)](/topic/$xbi) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Novo-Nordisk (NVO)](/topic/$nvo) [AbbVie Inc (ABBV)](/topic/$abbv) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Johnson & Johnson (JNJ)](/topic/$jnj) [Klaydice (DICE)](/topic/$dice) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Tarsus Pharmaceuticals, Inc. Common Stock (TARS)](/topic/$tars) [Insmed, Inc. (INSM)](/topic/$insm) [Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA)](/topic/$knsa) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Pfizer, Inc. (PFE)](/topic/$pfe) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge)
### Top Social Posts
Top posts by engagements in the last XX hours

"$PALI further proving its legitimacy by bringing Sharon Skare on board as VP of clinical operations. She previously served in the same role in the same disease (IBD) at ➡ $ARNA - bought out for $6.7B after phase X data ➡ $ABVX - currently $7B likely to be bought out (***in my biased opinion***) north of $10B after phase X data $PALIs valuation remains cheap IMO continuing to reflect skepticism about the PDE4 MoA in UC. Years ago I watched these ex-$ARNA employees joining another tiny IBD company whose drug the market was *very* skeptical of.that was $ABVX. Still early days for $PALI but"  
[X Link](https://x.com/A_May_MD/status/1983527323044356327)  2025-10-29T13:32Z 19K followers, 71.1K engagements


"Cathie and Mike are going to be duking it out over the title for Most investor value ever destroyed. Incredible to witness. $ARKK $ARKG $BTC $MSTR"  
[X Link](https://x.com/A_May_MD/status/1991883198465470727)  2025-11-21T14:55Z 19K followers, 24.6K engagements


"Credit where its due - $NVO should bounce today. Those amycretin data look quite impressive at first glance. Weight loss and A1c target (7) rate were both better than not only semaglutide but somehow also tirzepatide (cross trial comparison caveat)"  
[X Link](https://x.com/A_May_MD/status/1993283660695617585)  2025-11-25T11:40Z 19.1K followers, 69.4K engagements


"$VTYX delaying recurrent pericarditis (RP) data"  
[X Link](https://x.com/A_May_MD/status/1995828809506193836)  2025-12-02T12:14Z 19.1K followers, 11.3K engagements


"Actually laughed out loud while reading the $ABBV comments on $ABVX today. Frankly theyre ridiculous and the company shouldve stuck to the boilerplate we monitor all competitive drugs but are highly confident in the profile of our current programs drivel that pharma usually falls on. The concerns they highlighted just show how legitimately worried they are about $ABVX as a competitive threat (as they very well should be). No other large pharma gets a portion of its revenue from IBD as large as $ABBV does. Its their companys entire core. Furthermore no large pharma makes *less* sense as an"  
[X Link](https://x.com/A_May_MD/status/1996335203913027715)  2025-12-03T21:46Z 19.1K followers, 51.4K engagements


"@2035Bio $JNJ is a front runner runner to go for $ABVX for sure. Of course $LLY has a $MORF sized hole that $ABVX could more than fill and Id bet my bottom dollar theyve got their own oral IL-23 program cooking from the $DICE acquisition as we speak"  
[X Link](https://x.com/A_May_MD/status/1996343442377781581)  2025-12-03T22:19Z 19.1K followers, 2125 engagements


"Fully diluted $KYMR traded above a $10B market cap today *before* this offering. P1b open label data n30. 🤷🏻♂ 🫡"  
[X Link](https://x.com/A_May_MD/status/1998142589640515789)  2025-12-08T21:28Z 19.1K followers, 50.6K engagements


"My X cents on $MLTX is that the focus on bench/mechanistic science has to be trumped by clinical data. I actually think there was a *lot* of clinical data here to convince me that SLK was very clearly not superior to bime (though of course as I said even I didn't expect a total P3 *miss* so my approach didn't even get me to that point). First XX% and XX% for Bime's P3 trials is just not correct. It is a literal different endpoint All-ABX. We have to use the HS-ABX analysis that $MLTX used which for Bime translated to a XXXX% pooled rate across the X P3s (not the XXXX% that people erroneously"  
[X Link](https://x.com/A_May_MD/status/1972489903683285064)  2025-09-29T02:33Z 19K followers, 28.8K engagements


"mHTT measurement debate is basically pointless for $QURE Femtogram/mL concentration in the csfconcentrations so low that you cant even capture it with ELISA and the rest of the brain (that wasnt injected) is still making mHTT. Cant really measure it very accurately and then given that only the striatum has been treated mHTT in the CSF probably wouldnt change with $QUREs approach even if you could. The rest of the brain keeps making it. Im not saying this means the drug works. But theyve got all the ammunition they could ever ask for to ignore CSF mHTT altogether. So back to the prespecified"  
[X Link](https://x.com/A_May_MD/status/1980007246869459025)  2025-10-19T20:24Z 19K followers, 2220 engagements


"10 months later this has become the biotech mantra. "Short the launch" was a strong and successful approach for years.Now companies like $BBIO $VRNA $TARS and $INSM are just destroying that narrative. #LaunchTheShorts $XBI $BBC"  
[X Link](https://x.com/A_May_MD/status/1983861411731423289)  2025-10-30T11:39Z 19K followers, 23.3K engagements


"@bingbingbom @Sanctuary_Bio Wait @bingbingbom are you suggesting that @GeneInvesting (AKA $NTLA plasma guy) tried to run over a sexual assault victims parents with his car Thats crazy if its true. Psychotic behavior. Nobody could have ever known he was like that"  
[X Link](https://x.com/A_May_MD/status/1987911400610840874)  2025-11-10T15:53Z 19K followers, 4481 engagements


"@GeneInvesting When $XBI has a face ripping rally day like yesterday and $NTLA just market performs (not up double digit % like a high beta name should be on such days) you know its in trouble. Tick tock $NTLA. Going lower"  
[X Link](https://x.com/A_May_MD/status/1988632441888649718)  2025-11-12T15:38Z 19K followers, 28.9K engagements


"First of all props to the author of this first time biotech write up on $QURE. It takes a lot of time and courage to put your stuff out there but it is an unrivaled way to learn. Now there are several things I disagree with in the article so I'll do my part and perhaps contribute to some of that learning (as I trust others will continue to do for me). X One big thing the author already corrected in the article was the narrative that $QURE has hidden sham-controlled data or designed this study in a misleading way. This is not the case whatsoever but I have seen the sentiment pop up several"  
[X Link](https://x.com/A_May_MD/status/1990432588457009606)  2025-11-17T14:51Z 19K followers, 143.7K engagements


"$ABVX DONT BE SUSPICIOUS"  
[X Link](https://x.com/A_May_MD/status/1991536734136594602)  2025-11-20T15:58Z 19K followers, 9145 engagements


"@Anders_Research Ive seen people wonder why $KNSA seems to trade at such a low multiple to its peak sales trajectory. I think patent security is the likely answer"  
[X Link](https://x.com/A_May_MD/status/1992723226389352518)  2025-11-23T22:33Z 19K followers, XXX engagements


"People forget the length of time that $ABVX has had UC OLE patients on this drug *and* the fact that a bunch of HIV patients got this drug *AT TRIPLE THE UC HIGH DOSE (150mg QD)* back in the day as well. Very rare you have a drug at this stage in development with this much safety data/history behind it and all *squeaky* clean"  
[X Link](https://x.com/A_May_MD/status/1996344636026016188)  2025-12-03T22:23Z 19K followers, 4530 engagements


"When drugs start working in neuro conditions that drugs dont work in $QURE $PRAX"  
[X Link](https://x.com/A_May_MD/status/1978789102053912775)  2025-10-16T11:44Z 19K followers, 33.7K engagements


"Also excluding the COVID vaccines Im pretty sure the industry just had its first ever $10B/quarter drug $LLY"  
[X Link](https://x.com/A_May_MD/status/1983859375157424274)  2025-10-30T11:31Z 19K followers, 8218 engagements


"Denmark preparing to mobilize its North American Expeditionary Mergers & Acquisitions Force to the $PFE front in NY while concurrently monitoring the $LLY front's quarterly intelligence briefing coming out of Indianapolis this morning. Trump admin preparing federal funding to boost $PFE's $MTSR CVR offer in gambit to undermine Danish position in Greenland. $NVO"  
[X Link](https://x.com/A_May_MD/status/1983882303165088189)  2025-10-30T13:02Z 19K followers, 49.9K engagements


"OkIll bite. Whats going on with $ABVX"  
[X Link](https://x.com/A_May_MD/status/1983891943156293739)  2025-10-30T13:41Z 19K followers, 62.9K engagements


"So back. $XBI $BBC"  
[X Link](https://x.com/A_May_MD/status/1983894754317230497)  2025-10-30T13:52Z 19K followers, 9794 engagements


"Absolutely BRTUAL of the FDA to change their stance on the $QURE trial design *after* the study has run for X years. If you thought there was public backlash for $REPL with their relapsed/refractory melanoma population buckle up.Because Huntington's disease docs patients and patient support groups are about the absolutely flip out.understandably so"  
[X Link](https://x.com/A_May_MD/status/1985324011757179179)  2025-11-03T12:31Z 19K followers, 154.2K engagements


"I have been buying the $QURE dip. This morning's press release was a calculated decision by $QURE management. Note that there's a key word in the press release that I have not seen people discussing."BELIEVES". $QURE has not yet received formal word that they cannot submit for approval but $QURE "BELIEVES" that the FDA is no longer going to accept the plan they had previously agreed to. $QURE is under no obligation to release their guesses as to regulatory decisions. So why would they make a press release like this that tanks their stock Why not wait for the official word to actually come in"  
[X Link](https://x.com/A_May_MD/status/1985364073001656611)  2025-11-03T15:10Z 19K followers, 200.5K engagements


"Pretty sure $LLY Dave Ricks just told me to lever up on small cap biotechs 🤷🏻♂ $XBI 🚀"  
[X Link](https://x.com/A_May_MD/status/1988366686957764733)  2025-11-11T22:02Z 19K followers, 22.1K engagements


"Pretty sure $LLY Dave Ricks just told me to dump $VKTX 🤷🏻♂"  
[X Link](https://x.com/A_May_MD/status/1988368395210027507)  2025-11-11T22:09Z 19K followers, 14.9K engagements


"$CDTX buyout rumor per FT. Believe it. Biotech is absolutely on fire $XBI $BBC"  
[X Link](https://x.com/A_May_MD/status/1989117043111784756)  2025-11-13T23:43Z 19K followers, 39.1K engagements


"$155 for $CDTX was the stab in the dark guess of a man who was deeply scarred by the last X years of vicious biotech bear market 😅 That said the actual bid of $XXXXXX is an INCREDIBLE premium for $CDTX. Biotech M&A is on the hottest streak Ive ever seen not only in terms of volume of deals but also the premiums they are fetching. Consensus M&A names are going like hotcakes and literal post-tender offer bidding wars are erupting ( $MTSR and now $AVDL today) Those have always seemed like a myth/legend to me and we have been in X of them this month alone Ive never seen this in biotech. I might"  
[X Link](https://x.com/A_May_MD/status/1989321682662592988)  2025-11-14T13:17Z 19K followers, 61K engagements


"@junktradeaim @bioinvestor24 @Justin_McD01 Dumped to to short $NTLA"  
[X Link](https://x.com/A_May_MD/status/1993403886728847443)  2025-11-25T19:38Z 19K followers, 1251 engagements


"Pains me to say it but.I have shorted $JANX after hours. Sure PSA responses got worse - they almost had to with how good they looked in the n=16. But ORR and mPFS are just not good. I strongly suspect that in a big pharma's hands they wouldn't even take this program forward. Not enough responses and not durable enough when they happen (what's the cORR by the way). Probably belongs right around cash ($17/share) where $VIR already trades. Maybe even below cash unfortunately. PSMA was supposed to be their ticket.EGFR has always been talked down. IMO it looks like the flagship is going down."  
[X Link](https://x.com/A_May_MD/status/1995612379543994877)  2025-12-01T21:54Z 19K followers, 55.5K engagements


"$NKTR down XX% in X sessions now. Seems likely that people dont want to be exposed to the impending AA readout. Expectations for that readout are very low and understandably so. Its historically been a very difficult to treat disease. Well know soon enough whether we can get on to focussing on just atopic derm or not"  
[X Link](https://x.com/A_May_MD/status/1995894259845595257)  2025-12-02T16:34Z 19K followers, 21.3K engagements


"@basadomente As I repeatedly say I want $ABVX to wait for a post maintenance or even post Crohns buyoutBut a pharma sure could make a splash and put $ABBV in their targets by showing up to JPM with $ABVX in their pocket this January"  
[X Link](https://x.com/A_May_MD/status/1996337740288291229)  2025-12-03T21:56Z 19K followers, 2764 engagements


"Imagine selling $ABVX when there are bidding wars like this going on 😅"  
[X Link](https://x.com/A_May_MD/status/1997093067929653622)  2025-12-05T23:57Z 19.1K followers, 40.4K engagements


"@Steptradez Idk if Id go that far but between $KYMR and $APGE there sure is a lot of $$$ being fed into more convenient dupixent me-toos. Like $15B between these two P1-P2 companies"  
[X Link](https://x.com/A_May_MD/status/1998143081166815431)  2025-12-08T21:30Z 19K followers, 3283 engagements