[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Andre_AGTC Andre-ACGT Andre-ACGT posts on X about $prax, $nuvl, $abvx, $rvmd the most. They currently have XXXXX followers and 2971 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1477330488960368642/interactions)  - X Week XXXXXXX +198% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +24% - X Year XXXXXXXXX +10% ### Mentions: XX [#](/creator/twitter::1477330488960368642/posts_active)  - X Week XXX -XX% - X Month XXX +5.50% - X Months XXXXX +19% - X Year XXXXX +44% ### Followers: XXXXX [#](/creator/twitter::1477330488960368642/followers)  - X Week XXXXX +0.31% - X Month XXXXX +0.88% - X Months XXXXX +14% - X Year XXXXX +24% ### CreatorRank: XXXXXXX [#](/creator/twitter::1477330488960368642/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$prax](/topic/$prax) #15, [$nuvl](/topic/$nuvl) #2, [$abvx](/topic/$abvx) #29, [$rvmd](/topic/$rvmd) #2, [$axsm](/topic/$axsm) #1, [$xene](/topic/$xene) #1, [$mdgl](/topic/$mdgl) #2, [$krys](/topic/$krys) #2, [$vrdn](/topic/$vrdn), [$mltx](/topic/$mltx) #2 **Top accounts mentioned or mentioned by** [@monacobiotech](/creator/undefined) [@pharmdca](/creator/undefined) [@maximusholla](/creator/undefined) [@amaymd](/creator/undefined) [@jfais20](/creator/undefined) [@andreagtc](/creator/undefined) [@joserestonva](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@biohazard3737](/creator/undefined) [@semodough](/creator/undefined) [@geneinvesting](/creator/undefined) [@quantumup1](/creator/undefined) [@wallstsai](/creator/undefined) [@oncinvestor](/creator/undefined) [@aafree](/creator/undefined) [@bananaoncology](/creator/undefined) [@biotech2k1](/creator/undefined) [@saicharanaitha](/creator/undefined) [@anisajbouni](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Nuvalent, Inc. Class A Common Stock (NUVL)](/topic/$nuvl) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Eli Lilly and Company (LLY)](/topic/$lly) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Pfizer, Inc. (PFE)](/topic/$pfe) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [uniQure N.V. (QURE)](/topic/$qure) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [United Community Banks, Inc. (UCB)](/topic/$ucb) [Catalyst Pharmaceutical Inc. (CPRX)](/topic/$cprx) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Adverum Biotechnologies, Inc. Common Stock (ADVM)](/topic/$advm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Amgen, Inc. (AMGN)](/topic/$amgn) [Novartis AG (NVS)](/topic/$nvs) ### Top Social Posts Top posts by engagements in the last XX hours "$ALNY Q3 ER Revenue $851M (Q2 $672M) TTR Revenues $XXX (Q2 $544M) 2025 Guidance $3B (was $2.7B) Cash 2.7B (Q2 2.86B) Profit 251M" [X Link](https://x.com/Andre_AGTC/status/1983883802771640428) 2025-10-30T13:08Z 6212 followers, 2051 engagements "$ADVM (NP) aquired with CVR 2x of the cash per share. It must be a record CBR to share ratio Bought some $FDMT for $XX at open. It may run up in sympathy" [X Link](https://x.com/Andre_AGTC/status/1981721907880730816) 2025-10-24T13:58Z 6215 followers, 3383 engagements "$VRDN Jefferies w XX PT based on competitor $RHHBY not competitive results Enrolment in both trails completed with data in h1'25 TED market is 4B or 8B if early stages are included $VRDN MC is 2B with 560M cash" [X Link](https://x.com/Andre_AGTC/status/1979552219230872010) 2025-10-18T14:16Z 6201 followers, 3598 engagements "@Quantumup1 Agree. I still like more $RVMD bc is more advanced plus RAS is a platform $IMRX has different pathway - MAPK and the pipeline is not so deep" [X Link](https://x.com/Andre_AGTC/status/1984248377597731129) 2025-10-31T13:17Z 6206 followers, XXX engagements "$AXSM Starter at -X% finished +0.6% Selling the news didn't work for some Solid volume 2x avg. X drugs on the market ADA NDA submitted. If approved it will add 2-2.5B to the peak revenue" [X Link](https://x.com/Andre_AGTC/status/1985541327640281306) 2025-11-04T02:55Z 6202 followers, 2667 engagements "$VRDN BLA for TED submitted with priority review. Potential launch in mid 2026 SQ data for both ph X trails accelerated to Q1 and Q2 Cash 888M net loss 34M" [X Link](https://x.com/Andre_AGTC/status/1986067745495031976) 2025-11-05T13:47Z 6201 followers, 3290 engagements "$GLUE MC 910M NEK7 degrader target NLRP3/IL-1/IL-6 pathway Application in multiple cardiovascular and cardiometabolic diseases incl. pericarditis and atherosclerosis Cash 396M loss 27M IMO buy and forget company" [X Link](https://x.com/Andre_AGTC/status/1988036266261365037) 2025-11-11T00:09Z 6207 followers, 2698 engagements "$MLTX Deep Track opened a new position 4610071 shares becoming the 3th largest holder after BVF 19751284 shares Cormorant 8494151 Avoro added 1379900 and is 4th holder w 4150000 It looks they belive there is value left" [X Link](https://x.com/Andre_AGTC/status/1988743633579720894) 2025-11-12T23:00Z 6201 followers, 2191 engagements "$KURA Clean label (no QTc Boxed Warning) gives a clear edge to $SNDX. It increases the # of pts and removes the cardio testing ➡ IMO it's a green light KURA to be aquired I wrote just the same about $ITCI in Dec '24. Aquired in Jan'25 Let's see if the history repeats" [X Link](https://x.com/Andre_AGTC/status/1989370862181753177) 2025-11-14T16:32Z 6202 followers, 3568 engagements "Avoro $MDGL #3 -X% (my #1) $KRYS #5 +4% (my #2) $QURE #12 +23% (my #20+) $XENE #13 +0% (my #4)" [X Link](https://x.com/Andre_AGTC/status/1989485646982123691) 2025-11-15T00:08Z 6201 followers, 2010 engagements "Commodore $NUVL #2 -XX% (my $15+) $XENE #3 +30% (my #4) $VRDN #8 +35% (my #15+)" [X Link](https://x.com/Andre_AGTC/status/1989488805234037182) 2025-11-15T00:21Z 6202 followers, 1540 engagements "I love biotech $SPI - XXX% from top; +14.6% YTD $QQQ -XXX% from top; +19.1% YTD My account ATH +220.6% YTD All my top dogs are at ATH or close to $MDGL $KRYS $AXSM $XENE $RVMD $BBIO $$MIRM $VTYX $PRAX $NKTR $NUVL $ABVX Plus X top BOs $ITCI $BPMC $VRNA No jinx intended 😉" [X Link](https://x.com/Andre_AGTC/status/1989744369860321749) 2025-11-15T17:16Z 6201 followers, 6666 engagements "$NUVL Key catalysts Nov 17'25 8:00 am pivotal Ph1/2 data for neladalkib ALK inhibitor in NSCLC Projected 3-3.5B revenue by 2034 Plus potentially 1B in ROS1 cases With good data we may see some nice upside from here Note $BMY bought $TPTX for 4.1B just for ROS1" [X Link](https://x.com/Andre_AGTC/status/1990067638781796400) 2025-11-16T14:41Z 6201 followers, 4926 engagements "$PRAX Next catalysts DEE intr. analysis in q4 data in q1. If positive submit NDA Nice upside with good data FOS ph2/3 data in H1'26. Data so far are not impressive so don't expect a lot if any upside" [X Link](https://x.com/Andre_AGTC/status/1990108426966290460) 2025-11-16T17:23Z 6201 followers, 3730 engagements "$NUVL Now at XXX MC 8B As I posted in May stock was $XX at that time the fair MC if ALK data are positive is 12B based on 4B peak revenue We still have +50% upside from today Nice competition b/n $ABVX & $NUVL. Both today at about XXX. Let's see who gets aquired first" [X Link](https://x.com/Andre_AGTC/status/1990454492664566061) 2025-11-17T16:18Z 6201 followers, 4882 engagements "$NUVL Stiffel with XXX PT which 10B MC w/o BO premium I guess BO premium will bring the MC to my target 12B or $XXX PT" [X Link](https://x.com/Andre_AGTC/status/1990484021193674980) 2025-11-17T18:15Z 6201 followers, 2508 engagements "$VRDN 2026 year of catalysts TED approval w priority review and launch - exciting time for small company" [X Link](https://x.com/Andre_AGTC/status/1990518031160943072) 2025-11-17T20:30Z 6202 followers, 1839 engagements "$NUVL 500M capital raise 500M Expect to be upsized After the raise they will have 1.5B cash ROS1 NDA submited. Potential approval and launch in 2026 ALK pre NDA meeting in Q4. Potential NDA in 2026. Launch early 2027 5B peak sells. HER2 in NSCLC may add 1B" [X Link](https://x.com/Andre_AGTC/status/1990575086785737019) 2025-11-18T00:17Z 6201 followers, 4152 engagements "$NUVL Price $XXX per share at the offering. Was not upsized probably bc the biggest holder Deerfield sold about 75M. Still they hold 1.5B" [X Link](https://x.com/Andre_AGTC/status/1991149916739993913) 2025-11-19T14:21Z 6201 followers, 1737 engagements "$NUVL NDA acceptance for ROS1 NSCLC Sorry $BMY but it will become SOC quickly" [X Link](https://x.com/Andre_AGTC/status/1991271645659754845) 2025-11-19T22:25Z 6201 followers, 1889 engagements "$AXSM acquired GABAa XX selective PAM for 0.3M upfront plus potential future milestones of 82M I have never seen such assimetric deal" [X Link](https://x.com/Andre_AGTC/status/1991540950250975322) 2025-11-20T16:15Z 6201 followers, 1311 engagements "It looks the matket already decided that $ABVX and $NUVL aquisition is a done deal Especially $ABVX -the volume is insane" [X Link](https://x.com/Andre_AGTC/status/1991542773603004474) 2025-11-20T16:22Z 6201 followers, 2593 engagements "This didn't age well. Already a bit in red on these trades. I thought I am doing a killing in a down market Oh well I should keep buying what I know a bit better like $ABVX or $VTYX or $VRDN" [X Link](https://x.com/Andre_AGTC/status/1991639526372995302) 2025-11-20T22:47Z 6202 followers, 5857 engagements "$MIRM MC 3.6M /Rev / Profit/ Cash Q3 / 133M/ 3/ 378M Q2 /128M / -6M/ 322M Q1'25/ 112M/ -15M/ 299M Q4/ 99M/ -124M / 293M Q3/ 90M/ -103M/ 294M Q2/ 78M/ -102M/ 286M PSC ph3 data q2'26 PBC ph3 data h1'27 Projected '25 rev 500-510M" [X Link](https://x.com/Andre_AGTC/status/1991973072484827147) 2025-11-21T20:52Z 6201 followers, 1881 engagements "Keeping w/ the tradition - XX weeks in a row the trading accont at ATH Almost all top stocks at ATH Comments $PRAX got hit by a short report. Let's see if Mon call can bring some clarity $MIRM soft Q3 stopped the momentum $XENE rump up to ph3 data $NKTR temp. consolidating" [X Link](https://x.com/Andre_AGTC/status/1991995905499869377) 2025-11-21T22:23Z 6202 followers, 3242 engagements "$BBIO Cantor with XXX PT That's 19B MC at estimated 8B peak sales I have 20B target which is 2.x the projected revenue" [X Link](https://x.com/Andre_AGTC/status/1992359151884980676) 2025-11-22T22:26Z 6201 followers, 5215 engagements "@DueDoctor Could we end up in $SWTX scenario The aquisition price was -XX% below the rumored BO price. Or $CYTK Oh well it was a different story" [X Link](https://x.com/Andre_AGTC/status/1992686415436759187) 2025-11-23T20:07Z 6207 followers, 3368 engagements "$VRDN TED BLA and potential launch in 2026 Interesting that Tuist model 1.6B by 2034 in anti-IGF-1R platform" [X Link](https://x.com/Andre_AGTC/status/1992979245262344644) 2025-11-24T15:30Z 6202 followers, 1479 engagements "$VRDN This trade is aging well - 2.5x return so far. And still the main catalysts- BLA submission and FDA PDUFA date are ahead of us. IMO we will see 30+ in mid Jan" [X Link](https://x.com/Andre_AGTC/status/1992980801097535861) 2025-11-24T15:37Z 6202 followers, 1519 engagements "$PRAX I just found some time to listen to the call X. They changed from 84w to 56w while the data were still blinded X. The mADL11 results are stat sig in all cases - dropouts at last avail. data point -dropouts at placebo level (-1.5) - dropouts at X level" [X Link](https://x.com/Andre_AGTC/status/1993114659780469199) 2025-11-25T00:28Z 6201 followers, 2511 engagements "$MDGL $ABVX Two stocks trading identically since the beginning of November Both up XX% in X weeks on strong volume Let's see what it means The easy explanation is BO rumors" [X Link](https://x.com/Andre_AGTC/status/1993141749825593594) 2025-11-25T02:16Z 6206 followers, 3725 engagements "@SaicharanAitha @Anders_Research Currently $XENE is my 3rd position (after $MDGL and $KRYS) and I added yesterday if that can give you a courage to get back🙂" [X Link](https://x.com/Andre_AGTC/status/1993448711528366304) 2025-11-25T22:36Z 6201 followers, XXX engagements "$KYMR pending STAT6 degrader 1b data and how they would compare to Dupi and JAK. Moderate lotto position bc the bar is high but the reward will be high if they beat Dupi" [X Link](https://x.com/Andre_AGTC/status/1993539407480267131) 2025-11-26T04:36Z 6201 followers, 4207 engagements "$MLTX This was posted when the stock was at X. Today - XX My prediction is that the adolescent HS trail will be a success" [X Link](https://x.com/Andre_AGTC/status/1996257656281890838) 2025-12-03T16:38Z 6201 followers, 5657 engagements "$ABVX I may disappoint some here but it looks like a $CYTK sequel. Hope I am wrong and some BP aquires them soon or we see low XX (last capital raise)" [X Link](https://x.com/Andre_AGTC/status/1996325827915698606) 2025-12-03T21:09Z 6207 followers, 18.3K engagements "$NRIX Now at $XX. Good turnaround from X on mid Oct Mon Dec 8'25 Ph 1a/1b BTK degrader program and corporate update New and updated data on ASH" [X Link](https://x.com/Andre_AGTC/status/1996622027000893674) 2025-12-04T16:46Z 6201 followers, 1521 engagements "$PRAX SCN2A and SCN8A developmental and epileptic encephalopathies (DEEs) early stoped for efficacy It's NaV channel so we may see some sympathy in $XENE" [X Link](https://x.com/Andre_AGTC/status/1996705596284756327) 2025-12-04T22:18Z 6201 followers, 5217 engagements "$PRAX In another news today: Praxis has gained alignment from the FDA on the content of the NDA and expects to complete its NDA submission in early 2026 And the stock is only +18% on both news No way" [X Link](https://x.com/Andre_AGTC/status/1996725058677379110) 2025-12-04T23:35Z 6201 followers, 2726 engagements "$PRAX Culper managed to hit the stock to XXX with their short report. Of cource they will keep swinging - even at XXX. What about after 300" [X Link](https://x.com/Andre_AGTC/status/1996727687927271567) 2025-12-04T23:45Z 6201 followers, 4809 engagements "$VKTX Todays FDA ruling about single trail requirement could speed up the drug approval process. Hope the pre-NDA FDA meeting will confirm that" [X Link](https://x.com/Andre_AGTC/status/1996755738434363410) 2025-12-05T01:37Z 6205 followers, 5150 engagements "$PRAX hitting on XXX. Still reasonable MC of 6.8B considering 10M potential ptns in US alone. If approved it will be one of the biggest success story in CNS and biotech in general" [X Link](https://x.com/Andre_AGTC/status/1996967587998056887) 2025-12-05T15:39Z 6201 followers, 2220 engagements "$KYMR STAT6 is the only specific transcription factor in the IL-4/13 pathway blocking TH2 inflammation Key catalysts Ph1b AD data in Q4" [X Link](https://x.com/Andre_AGTC/status/1974870937574289438) 2025-10-05T16:14Z 6208 followers, 6770 engagements "$PRAX respons to Culper short report HCW will host an expert call on Ulixacaltamide Data with statistician Prof. Chuck McCullogh Uni of California plus Souza PRAX CEO Nov 22'25 1:00pm EST We will see some volatility Monday" [X Link](https://x.com/anyuser/status/1991691063535513681) 2025-11-21T02:12Z X followers, 8193 engagements "@bioinvestor24 $TNGX is more advanced in PRMT5" [X Link](https://x.com/Andre_AGTC/status/1995327138522616201) 2025-12-01T03:00Z 6207 followers, XXX engagements "$MLTX FDA meeting in mid Dec is about if they can fill NDA with one successful trail If approved lower efficacy may get compensated by dosing and administration convenience vs Bimzelx ($UCB) IMO approval is possible bc the second trail failed due to high placebo response" [X Link](https://x.com/Andre_AGTC/status/1996603977253687493) 2025-12-04T15:34Z 6205 followers, 4676 engagements "$MLTX $XX holla. Cash 380M; EV 640M If allowed to file NDA in HS the stock may double. Worth the risk $AVTX Soon $XX holla. Cash 111M; EV 180M Another HS contender with Ph2 data in mid 2026 TAM is projected 8B in 2034 $UCB is dominant player" [X Link](https://x.com/Andre_AGTC/status/1996652872059290068) 2025-12-04T18:48Z 6205 followers, 2047 engagements "$BBIO ACH ph3 data in q1'26" [X Link](https://x.com/Andre_AGTC/status/1996683277487509614) 2025-12-04T20:49Z 6215 followers, 1970 engagements "$PRAX Some rev estimates from mid Oct Innitial target population 6B -12B assuming modest 20k/y price It can double if mild cases ( Scale I) are added. Massive TAM justifying at least 2x of the current valuation .but some FDA uncertainty still remain until approval" [X Link](https://x.com/Andre_AGTC/status/1997043684823515480) 2025-12-05T20:41Z 6207 followers, 2213 engagements "@physioo Thanks $KRYS is not a popular name Which is strange because it's text book investment for small investors- first and only treatment in something Plus HSV platform nobody even consider to develop Monopoly in its purest form" [X Link](https://x.com/Andre_AGTC/status/1997107575435735285) 2025-12-06T00:55Z 6215 followers, XXX engagements "$PRAX H.C.W: the pipeline is overlooked & underappreciated "We can't recall an instance where a biotech company got its first two approvals of drugs developed organically and both with blockbuster potential within a span of just a few months" Still not approved but on the way" [X Link](https://x.com/Andre_AGTC/status/1997280001893478733) 2025-12-06T12:20Z 6207 followers, 3106 engagements "My precommercial bios w a ton of cash is the team of the year. Return since this post $RVMD +105% $CRNX +50% $NUVL +70% $IDYA +90% Coincidence" [X Link](https://x.com/Andre_AGTC/status/1992985018357235910) 2025-11-24T15:53Z 6207 followers, 6366 engagements "When you see this the first reaction is: "Why I want to invest in anything else but biotech"" [X Link](https://x.com/Andre_AGTC/status/1997114080843165772) 2025-12-06T01:21Z 6206 followers, 12.9K engagements "Update top 10+10 (after $VRNA BO) $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $VKTX metabolic $MIRM IBAT rare $MLTX I&I IL17A/F $SRRK TGFb $ALNY RNAi $RVMD RASmuti $BBIO $CRNX $CPRX $ABEO $KYMR $NUVL $IMCR $ACAD $CORT $NBIX" [X Link](https://x.com/Andre_AGTC/status/1945600827659264000) 2025-07-16T21:45Z 6213 followers, 41.9K engagements "Q4 Update top 10+10 $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $MIRM IBAT rare $RVMD RASmuti $CRNX endocrine $BBIO ATTR $SRRK TGFb $ALNY RNAi $CPRX $ABEO $CORT $KYMR $NUVL $QURE $IMCR $NBIX $VKTX $MLYS" [X Link](https://x.com/Andre_AGTC/status/1973033636619555030) 2025-09-30T14:34Z 6215 followers, 18.5K engagements "$TVTX another tweet again well Only +150% so far but more is comming Already profitable revenue and cash growing nicely Jan PDUFA and launch in ESGS Still valid the holy grail in investing "Derisked opportunity at discount valuation"" [X Link](https://x.com/Andre_AGTC/status/1988268068292747565) 2025-11-11T15:30Z 6206 followers, 5415 engagements "$TVTX best idea of Gugg I knew that since the stock was trading at 14s" [X Link](https://x.com/Andre_AGTC/status/1988818439931326934) 2025-11-13T03:57Z 6206 followers, 2462 engagements "Baker Bros $MDGL #3 +8.4% (my #1) $RVMD #8 +1% (my #5) $IDYA #18 +55% (my #20+) $ABVX #24 New (my #15+) Good selection. I was adding to the same stocks" [X Link](https://x.com/Andre_AGTC/status/1989483497547841911) 2025-11-15T00:00Z 6206 followers, 1695 engagements "$RVMD This tip keep aging well X in XXX mo and counting It was one of the best low risk play Still 5mo until expiration enough to cover ph3 data and JMP conference IMO good platform aquisition. Pricy but worth it" [X Link](https://x.com/Andre_AGTC/status/1990854244962844675) 2025-11-18T18:46Z 6207 followers, 2810 engagements "$TVTX Anothe ATH at XXXXX Profitable revenue and cash growing Jan PDUFA and launch in ESGS Did I call it at 14.50: "Derisked opportunity at discount valuation"" [X Link](https://x.com/Andre_AGTC/status/1990858722734641229) 2025-11-18T19:04Z 6206 followers, 2025 engagements "Top near term binary events My interest is in $BBIO $RVMD $IDYA $SRRK $BHVN MDD is a toss-up but worth playing" [X Link](https://x.com/Andre_AGTC/status/1995491194881945893) 2025-12-01T13:52Z 6206 followers, 10.1K engagements "I am getting regular calls from Fidelity They say - my accont is not diversified (70% in biotech) and my top X are above the recommended max allocation My answer is - diversification is a mother of mediocracy Next time they call I will refer them to Stanley Druckenmiller" [X Link](https://x.com/Andre_AGTC/status/1996386257375838493) 2025-12-04T01:09Z 6205 followers, 4201 engagements "$AXSM This prediction didn't age well so far - AXSM is still not aquired. But on the bright side AXSM is +110% since the MDD settlement with TEVA and the tweet below Anyway I would take +110% gain any time without complaining What about you Smo not happy" [X Link](https://x.com/Andre_AGTC/status/1992729386865545693) 2025-11-23T22:58Z 6207 followers, 2880 engagements "$AXSM MC 7B Nice plot showing 16.5B peak sales potential They are alredy executing on the second level with the migrane approval. The next big catalysts is NDA in ADA an potential acceptance FDA letter and PDUFA day" [X Link](https://x.com/Andre_AGTC/status/1992744256394686779) 2025-11-23T23:57Z 6208 followers, 3632 engagements "Single study is enough for approval Very positive for $AXSM (ADA) $PRAX (ET) $MLTX (HS)" [X Link](https://x.com/Andre_AGTC/status/1996673332272312384) 2025-12-04T20:09Z 6215 followers, 5814 engagements "$ABVX Good point why $ABBV isn't a potential aquirer. IMO nobody currently is before the maintenance data due to some concerns about elevated miR-124 level. Could it bring surprises in long term like cardiac issues Long-term safety data are needed before any BO" [X Link](https://x.com/Andre_AGTC/status/1996806442821755366) 2025-12-05T04:58Z 6215 followers, 10.2K engagements "$KRYS Retweeting a post which got X like X retweet X reply Many missed the point that the PTD from FDA is a game changer making any future NDAs faster and with higher probability of approval And the stock is up 50%+ since then" [X Link](https://x.com/Andre_AGTC/status/1997008537369895232) 2025-12-05T18:21Z 6215 followers, 3064 engagements "$IDYA Collaboration Termination: GSK ended its agreement with Ideaya Biosciences for two clinical programs Pol Theya & Werner Hmm not a good news" [X Link](https://x.com/Andre_AGTC/status/1997091518243602648) 2025-12-05T23:51Z 6215 followers, 15.4K engagements "Two interesting data tomorrow Dec 7'25. $KURA Ph X Ziftomenib data (MEN1 Inhibitor - Small Molecule) in Acute Myeloid Leukemia $NRIX Ph X Waldenstrom Macroglobulinemia Data for Bexobrutideg (Btk Degrader - Small Molecule)" [X Link](https://x.com/Andre_AGTC/status/1997666114487152699) 2025-12-07T13:54Z 6215 followers, 2933 engagements "$VTYX S1P1 vs $ABVX miR-124 Data looks comparable but VTYX program is practically on hold until they found a partner While data were promising they probably decided that going after NLRP3 is less risky Note that S1P1 & miR-124 both might have theoretically cardiac issues" [X Link](https://x.com/Andre_AGTC/status/1997790820750246051) 2025-12-07T22:10Z 6215 followers, 5787 engagements "@WallStSai @GaryWhi13830766 @bioinvestor24 @pacha_8x IMO $PFE wanted low risk drug with some differenciation to $LLY. Small Molecule from $GPCR was too risky" [X Link](https://x.com/Andre_AGTC/status/1997837505178337361) 2025-12-08T01:15Z 6215 followers, 4791 engagements "@Pharmdca Great point. Holding shares through binary events can be a nightmare That's why I prefer holding only options At bad data the loss is limited At good data - convert to shares at expiration to full position For example I have $PRAX Jan 30c. Small 10k lotto currently 150k" [X Link](https://x.com/Andre_AGTC/status/1997846479013306692) 2025-12-08T01:51Z 6208 followers, 1182 engagements "$KYMR Stront AD data Mean XX% EASI reduction and mean XX% peak pruritus NRS reduction Patients with comorbid asthma with median XX% FeNO reduction in Allergic rhinitis with significant symptom and quality-of-life benefits Beat Dupi and on par with JAK 👍🤩 @BowTiedBiotech" [X Link](https://x.com/Andre_AGTC/status/1998019806151512175) 2025-12-08T13:20Z 6215 followers, 1366 engagements "$ABEO first patient treatment with RDEB It company milestone Reminder- each treatment is 3.1M so easy to became profitable in short term Stayed tuned for the next two ERs I believe double digit by mid 2026" [X Link](https://x.com/Andre_AGTC/status/1998025091322630398) 2025-12-08T13:41Z 6215 followers, 2590 engagements "Long idea for 2026 Stay invested in protein degrader bios $KYMR $GLUE $NRIX The tweet to be revisited Dec 2026" [X Link](https://x.com/Andre_AGTC/status/1998046083449270375) 2025-12-08T15:04Z 6215 followers, 1728 engagements "$GPCR Loking into GPCR data (oral GLP1) I start thinking that $PFE made another strategic mistake BTW selling GPCR at 5B mc is like missing half of the potential profit $MTSR got 9B for long acting peptide injection" [X Link](https://x.com/Andre_AGTC/status/1998050586860909019) 2025-12-08T15:22Z 6215 followers, 3754 engagements "$VTYX Interesting option play 5000 call contracts Mar 10c at ask for 1225K 5000 put contracts Mar 7.5p at bit for 750K It looks buying XX calls and selling XXX puts for total 500k Winn XX a loss X @grok is this trade bullish or bearish" [X Link](https://x.com/Andre_AGTC/status/1998097193174262195) 2025-12-08T18:27Z 6215 followers, 4510 engagements "Capital raise of all winners today $KYMR 500M cash after that 1.1B $GPCR 500M cash after that 1.3B $WVE 250M cash after that 450M $FULC 150M cash after that 350M $NRIX no raise cash 430M So investors has to find 3B. Getting it from other bios We may have a few -ve days" [X Link](https://x.com/Andre_AGTC/status/1998146738549338568) 2025-12-08T21:44Z 6215 followers, 8789 engagements "@DeepSouthDoctor Got it. Short position is a bit too risky to me. Big loss if the teade goes against you. Buying puts - risk is limited to the put price you pay. For example Dec XX puts are +70% today. Better return at low risk" [X Link](https://x.com/Andre_AGTC/status/1998417122482151603) 2025-12-09T15:39Z 6215 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Andre_AGTC Andre-ACGT
Andre-ACGT posts on X about $prax, $nuvl, $abvx, $rvmd the most. They currently have XXXXX followers and 2971 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +198%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +24%
- X Year XXXXXXXXX +10%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +5.50%
- X Months XXXXX +19%
- X Year XXXXX +44%
Followers: XXXXX #
- X Week XXXXX +0.31%
- X Month XXXXX +0.88%
- X Months XXXXX +14%
- X Year XXXXX +24%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance stocks technology brands social networks automotive brands cryptocurrencies
Social topic influence $prax #15, $nuvl #2, $abvx #29, $rvmd #2, $axsm #1, $xene #1, $mdgl #2, $krys #2, $vrdn, $mltx #2
Top accounts mentioned or mentioned by @monacobiotech @pharmdca @maximusholla @amaymd @jfais20 @andreagtc @joserestonva @bowtiedbiotech @biohazard3737 @semodough @geneinvesting @quantumup1 @wallstsai @oncinvestor @aafree @bananaoncology @biotech2k1 @saicharanaitha @anisajbouni @grok
Top assets mentioned Praxis Precision Medicines, Inc. Common Stock (PRAX) Nuvalent, Inc. Class A Common Stock (NUVL) Revolution Medicines, Inc. Common Stock (RVMD) Axsome Therapeutics, Inc (AXSM) Xenon Pharmaceuticals Inc (XENE) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Krystal Biotech, Inc. Common Stock (KRYS) Viridian Therapeutics, Inc. Common Stock (VRDN) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) BridgeBio Pharma, Inc. Common Stock (BBIO) Kymera Therapeutics, Inc. Common Stock (KYMR) Mirum Pharmaceuticals, Inc. Common Stock (MIRM) Intra-Cellular Therapies Inc. (ITCI) IDEAYA Biosciences, Inc. Common Stock (IDYA) Alnylam Pharmaceuticals, Inc. (ALNY) Eli Lilly and Company (LLY) Blueprint Medicines Corporation (BPMC) Pfizer, Inc. (PFE) Viking Therapeutics, Inc (VKTX) Crinetics Pharmaceuticals, Inc. (CRNX) Scholar Rock Holding Corporation Common Stock (SRRK) Travere Therapeutics, Inc. Common Stock (TVTX) uniQure N.V. (QURE) Bristol-Myers Squibb Co (BMY) Cytokinetics Inc. (CYTK) United Community Banks, Inc. (UCB) Catalyst Pharmaceutical Inc. (CPRX) Acadia Pharmaceuticals Inc. (ACAD) Corcept Therapeutics Inc. (CORT) Neurocrine Biosciences, Inc. (NBIX) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Adverum Biotechnologies, Inc. Common Stock (ADVM) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Amgen, Inc. (AMGN) Novartis AG (NVS)
Top Social Posts
Top posts by engagements in the last XX hours
"$ALNY Q3 ER Revenue $851M (Q2 $672M) TTR Revenues $XXX (Q2 $544M) 2025 Guidance $3B (was $2.7B) Cash 2.7B (Q2 2.86B) Profit 251M"
X Link 2025-10-30T13:08Z 6212 followers, 2051 engagements
"$ADVM (NP) aquired with CVR 2x of the cash per share. It must be a record CBR to share ratio Bought some $FDMT for $XX at open. It may run up in sympathy"
X Link 2025-10-24T13:58Z 6215 followers, 3383 engagements
"$VRDN Jefferies w XX PT based on competitor $RHHBY not competitive results Enrolment in both trails completed with data in h1'25 TED market is 4B or 8B if early stages are included $VRDN MC is 2B with 560M cash"
X Link 2025-10-18T14:16Z 6201 followers, 3598 engagements
"@Quantumup1 Agree. I still like more $RVMD bc is more advanced plus RAS is a platform $IMRX has different pathway - MAPK and the pipeline is not so deep"
X Link 2025-10-31T13:17Z 6206 followers, XXX engagements
"$AXSM Starter at -X% finished +0.6% Selling the news didn't work for some Solid volume 2x avg. X drugs on the market ADA NDA submitted. If approved it will add 2-2.5B to the peak revenue"
X Link 2025-11-04T02:55Z 6202 followers, 2667 engagements
"$VRDN BLA for TED submitted with priority review. Potential launch in mid 2026 SQ data for both ph X trails accelerated to Q1 and Q2 Cash 888M net loss 34M"
X Link 2025-11-05T13:47Z 6201 followers, 3290 engagements
"$GLUE MC 910M NEK7 degrader target NLRP3/IL-1/IL-6 pathway Application in multiple cardiovascular and cardiometabolic diseases incl. pericarditis and atherosclerosis Cash 396M loss 27M IMO buy and forget company"
X Link 2025-11-11T00:09Z 6207 followers, 2698 engagements
"$MLTX Deep Track opened a new position 4610071 shares becoming the 3th largest holder after BVF 19751284 shares Cormorant 8494151 Avoro added 1379900 and is 4th holder w 4150000 It looks they belive there is value left"
X Link 2025-11-12T23:00Z 6201 followers, 2191 engagements
"$KURA Clean label (no QTc Boxed Warning) gives a clear edge to $SNDX. It increases the # of pts and removes the cardio testing ➡ IMO it's a green light KURA to be aquired I wrote just the same about $ITCI in Dec '24. Aquired in Jan'25 Let's see if the history repeats"
X Link 2025-11-14T16:32Z 6202 followers, 3568 engagements
"Avoro $MDGL #3 -X% (my #1) $KRYS #5 +4% (my #2) $QURE #12 +23% (my #20+) $XENE #13 +0% (my #4)"
X Link 2025-11-15T00:08Z 6201 followers, 2010 engagements
"Commodore $NUVL #2 -XX% (my $15+) $XENE #3 +30% (my #4) $VRDN #8 +35% (my #15+)"
X Link 2025-11-15T00:21Z 6202 followers, 1540 engagements
"I love biotech $SPI - XXX% from top; +14.6% YTD $QQQ -XXX% from top; +19.1% YTD My account ATH +220.6% YTD All my top dogs are at ATH or close to $MDGL $KRYS $AXSM $XENE $RVMD $BBIO $$MIRM $VTYX $PRAX $NKTR $NUVL $ABVX Plus X top BOs $ITCI $BPMC $VRNA No jinx intended 😉"
X Link 2025-11-15T17:16Z 6201 followers, 6666 engagements
"$NUVL Key catalysts Nov 17'25 8:00 am pivotal Ph1/2 data for neladalkib ALK inhibitor in NSCLC Projected 3-3.5B revenue by 2034 Plus potentially 1B in ROS1 cases With good data we may see some nice upside from here Note $BMY bought $TPTX for 4.1B just for ROS1"
X Link 2025-11-16T14:41Z 6201 followers, 4926 engagements
"$PRAX Next catalysts DEE intr. analysis in q4 data in q1. If positive submit NDA Nice upside with good data FOS ph2/3 data in H1'26. Data so far are not impressive so don't expect a lot if any upside"
X Link 2025-11-16T17:23Z 6201 followers, 3730 engagements
"$NUVL Now at XXX MC 8B As I posted in May stock was $XX at that time the fair MC if ALK data are positive is 12B based on 4B peak revenue We still have +50% upside from today Nice competition b/n $ABVX & $NUVL. Both today at about XXX. Let's see who gets aquired first"
X Link 2025-11-17T16:18Z 6201 followers, 4882 engagements
"$NUVL Stiffel with XXX PT which 10B MC w/o BO premium I guess BO premium will bring the MC to my target 12B or $XXX PT"
X Link 2025-11-17T18:15Z 6201 followers, 2508 engagements
"$VRDN 2026 year of catalysts TED approval w priority review and launch - exciting time for small company"
X Link 2025-11-17T20:30Z 6202 followers, 1839 engagements
"$NUVL 500M capital raise 500M Expect to be upsized After the raise they will have 1.5B cash ROS1 NDA submited. Potential approval and launch in 2026 ALK pre NDA meeting in Q4. Potential NDA in 2026. Launch early 2027 5B peak sells. HER2 in NSCLC may add 1B"
X Link 2025-11-18T00:17Z 6201 followers, 4152 engagements
"$NUVL Price $XXX per share at the offering. Was not upsized probably bc the biggest holder Deerfield sold about 75M. Still they hold 1.5B"
X Link 2025-11-19T14:21Z 6201 followers, 1737 engagements
"$NUVL NDA acceptance for ROS1 NSCLC Sorry $BMY but it will become SOC quickly"
X Link 2025-11-19T22:25Z 6201 followers, 1889 engagements
"$AXSM acquired GABAa XX selective PAM for 0.3M upfront plus potential future milestones of 82M I have never seen such assimetric deal"
X Link 2025-11-20T16:15Z 6201 followers, 1311 engagements
"It looks the matket already decided that $ABVX and $NUVL aquisition is a done deal Especially $ABVX -the volume is insane"
X Link 2025-11-20T16:22Z 6201 followers, 2593 engagements
"This didn't age well. Already a bit in red on these trades. I thought I am doing a killing in a down market Oh well I should keep buying what I know a bit better like $ABVX or $VTYX or $VRDN"
X Link 2025-11-20T22:47Z 6202 followers, 5857 engagements
"$MIRM MC 3.6M /Rev / Profit/ Cash Q3 / 133M/ 3/ 378M Q2 /128M / -6M/ 322M Q1'25/ 112M/ -15M/ 299M Q4/ 99M/ -124M / 293M Q3/ 90M/ -103M/ 294M Q2/ 78M/ -102M/ 286M PSC ph3 data q2'26 PBC ph3 data h1'27 Projected '25 rev 500-510M"
X Link 2025-11-21T20:52Z 6201 followers, 1881 engagements
"Keeping w/ the tradition - XX weeks in a row the trading accont at ATH Almost all top stocks at ATH Comments $PRAX got hit by a short report. Let's see if Mon call can bring some clarity $MIRM soft Q3 stopped the momentum $XENE rump up to ph3 data $NKTR temp. consolidating"
X Link 2025-11-21T22:23Z 6202 followers, 3242 engagements
"$BBIO Cantor with XXX PT That's 19B MC at estimated 8B peak sales I have 20B target which is 2.x the projected revenue"
X Link 2025-11-22T22:26Z 6201 followers, 5215 engagements
"@DueDoctor Could we end up in $SWTX scenario The aquisition price was -XX% below the rumored BO price. Or $CYTK Oh well it was a different story"
X Link 2025-11-23T20:07Z 6207 followers, 3368 engagements
"$VRDN TED BLA and potential launch in 2026 Interesting that Tuist model 1.6B by 2034 in anti-IGF-1R platform"
X Link 2025-11-24T15:30Z 6202 followers, 1479 engagements
"$VRDN This trade is aging well - 2.5x return so far. And still the main catalysts- BLA submission and FDA PDUFA date are ahead of us. IMO we will see 30+ in mid Jan"
X Link 2025-11-24T15:37Z 6202 followers, 1519 engagements
"$PRAX I just found some time to listen to the call X. They changed from 84w to 56w while the data were still blinded X. The mADL11 results are stat sig in all cases - dropouts at last avail. data point -dropouts at placebo level (-1.5) - dropouts at X level"
X Link 2025-11-25T00:28Z 6201 followers, 2511 engagements
"$MDGL $ABVX Two stocks trading identically since the beginning of November Both up XX% in X weeks on strong volume Let's see what it means The easy explanation is BO rumors"
X Link 2025-11-25T02:16Z 6206 followers, 3725 engagements
"@SaicharanAitha @Anders_Research Currently $XENE is my 3rd position (after $MDGL and $KRYS) and I added yesterday if that can give you a courage to get back🙂"
X Link 2025-11-25T22:36Z 6201 followers, XXX engagements
"$KYMR pending STAT6 degrader 1b data and how they would compare to Dupi and JAK. Moderate lotto position bc the bar is high but the reward will be high if they beat Dupi"
X Link 2025-11-26T04:36Z 6201 followers, 4207 engagements
"$MLTX This was posted when the stock was at X. Today - XX My prediction is that the adolescent HS trail will be a success"
X Link 2025-12-03T16:38Z 6201 followers, 5657 engagements
"$ABVX I may disappoint some here but it looks like a $CYTK sequel. Hope I am wrong and some BP aquires them soon or we see low XX (last capital raise)"
X Link 2025-12-03T21:09Z 6207 followers, 18.3K engagements
"$NRIX Now at $XX. Good turnaround from X on mid Oct Mon Dec 8'25 Ph 1a/1b BTK degrader program and corporate update New and updated data on ASH"
X Link 2025-12-04T16:46Z 6201 followers, 1521 engagements
"$PRAX SCN2A and SCN8A developmental and epileptic encephalopathies (DEEs) early stoped for efficacy It's NaV channel so we may see some sympathy in $XENE"
X Link 2025-12-04T22:18Z 6201 followers, 5217 engagements
"$PRAX In another news today: Praxis has gained alignment from the FDA on the content of the NDA and expects to complete its NDA submission in early 2026 And the stock is only +18% on both news No way"
X Link 2025-12-04T23:35Z 6201 followers, 2726 engagements
"$PRAX Culper managed to hit the stock to XXX with their short report. Of cource they will keep swinging - even at XXX. What about after 300"
X Link 2025-12-04T23:45Z 6201 followers, 4809 engagements
"$VKTX Todays FDA ruling about single trail requirement could speed up the drug approval process. Hope the pre-NDA FDA meeting will confirm that"
X Link 2025-12-05T01:37Z 6205 followers, 5150 engagements
"$PRAX hitting on XXX. Still reasonable MC of 6.8B considering 10M potential ptns in US alone. If approved it will be one of the biggest success story in CNS and biotech in general"
X Link 2025-12-05T15:39Z 6201 followers, 2220 engagements
"$KYMR STAT6 is the only specific transcription factor in the IL-4/13 pathway blocking TH2 inflammation Key catalysts Ph1b AD data in Q4"
X Link 2025-10-05T16:14Z 6208 followers, 6770 engagements
"$PRAX respons to Culper short report HCW will host an expert call on Ulixacaltamide Data with statistician Prof. Chuck McCullogh Uni of California plus Souza PRAX CEO Nov 22'25 1:00pm EST We will see some volatility Monday"
X Link 2025-11-21T02:12Z X followers, 8193 engagements
"@bioinvestor24 $TNGX is more advanced in PRMT5"
X Link 2025-12-01T03:00Z 6207 followers, XXX engagements
"$MLTX FDA meeting in mid Dec is about if they can fill NDA with one successful trail If approved lower efficacy may get compensated by dosing and administration convenience vs Bimzelx ($UCB) IMO approval is possible bc the second trail failed due to high placebo response"
X Link 2025-12-04T15:34Z 6205 followers, 4676 engagements
"$MLTX $XX holla. Cash 380M; EV 640M If allowed to file NDA in HS the stock may double. Worth the risk $AVTX Soon $XX holla. Cash 111M; EV 180M Another HS contender with Ph2 data in mid 2026 TAM is projected 8B in 2034 $UCB is dominant player"
X Link 2025-12-04T18:48Z 6205 followers, 2047 engagements
"$BBIO ACH ph3 data in q1'26"
X Link 2025-12-04T20:49Z 6215 followers, 1970 engagements
"$PRAX Some rev estimates from mid Oct Innitial target population 6B -12B assuming modest 20k/y price It can double if mild cases ( Scale I) are added. Massive TAM justifying at least 2x of the current valuation .but some FDA uncertainty still remain until approval"
X Link 2025-12-05T20:41Z 6207 followers, 2213 engagements
"@physioo Thanks $KRYS is not a popular name Which is strange because it's text book investment for small investors- first and only treatment in something Plus HSV platform nobody even consider to develop Monopoly in its purest form"
X Link 2025-12-06T00:55Z 6215 followers, XXX engagements
"$PRAX H.C.W: the pipeline is overlooked & underappreciated "We can't recall an instance where a biotech company got its first two approvals of drugs developed organically and both with blockbuster potential within a span of just a few months" Still not approved but on the way"
X Link 2025-12-06T12:20Z 6207 followers, 3106 engagements
"My precommercial bios w a ton of cash is the team of the year. Return since this post $RVMD +105% $CRNX +50% $NUVL +70% $IDYA +90% Coincidence"
X Link 2025-11-24T15:53Z 6207 followers, 6366 engagements
"When you see this the first reaction is: "Why I want to invest in anything else but biotech""
X Link 2025-12-06T01:21Z 6206 followers, 12.9K engagements
"Update top 10+10 (after $VRNA BO) $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $VKTX metabolic $MIRM IBAT rare $MLTX I&I IL17A/F $SRRK TGFb $ALNY RNAi $RVMD RASmuti $BBIO $CRNX $CPRX $ABEO $KYMR $NUVL $IMCR $ACAD $CORT $NBIX"
X Link 2025-07-16T21:45Z 6213 followers, 41.9K engagements
"Q4 Update top 10+10 $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $MIRM IBAT rare $RVMD RASmuti $CRNX endocrine $BBIO ATTR $SRRK TGFb $ALNY RNAi $CPRX $ABEO $CORT $KYMR $NUVL $QURE $IMCR $NBIX $VKTX $MLYS"
X Link 2025-09-30T14:34Z 6215 followers, 18.5K engagements
"$TVTX another tweet again well Only +150% so far but more is comming Already profitable revenue and cash growing nicely Jan PDUFA and launch in ESGS Still valid the holy grail in investing "Derisked opportunity at discount valuation""
X Link 2025-11-11T15:30Z 6206 followers, 5415 engagements
"$TVTX best idea of Gugg I knew that since the stock was trading at 14s"
X Link 2025-11-13T03:57Z 6206 followers, 2462 engagements
"Baker Bros $MDGL #3 +8.4% (my #1) $RVMD #8 +1% (my #5) $IDYA #18 +55% (my #20+) $ABVX #24 New (my #15+) Good selection. I was adding to the same stocks"
X Link 2025-11-15T00:00Z 6206 followers, 1695 engagements
"$RVMD This tip keep aging well X in XXX mo and counting It was one of the best low risk play Still 5mo until expiration enough to cover ph3 data and JMP conference IMO good platform aquisition. Pricy but worth it"
X Link 2025-11-18T18:46Z 6207 followers, 2810 engagements
"$TVTX Anothe ATH at XXXXX Profitable revenue and cash growing Jan PDUFA and launch in ESGS Did I call it at 14.50: "Derisked opportunity at discount valuation""
X Link 2025-11-18T19:04Z 6206 followers, 2025 engagements
"Top near term binary events My interest is in $BBIO $RVMD $IDYA $SRRK $BHVN MDD is a toss-up but worth playing"
X Link 2025-12-01T13:52Z 6206 followers, 10.1K engagements
"I am getting regular calls from Fidelity They say - my accont is not diversified (70% in biotech) and my top X are above the recommended max allocation My answer is - diversification is a mother of mediocracy Next time they call I will refer them to Stanley Druckenmiller"
X Link 2025-12-04T01:09Z 6205 followers, 4201 engagements
"$AXSM This prediction didn't age well so far - AXSM is still not aquired. But on the bright side AXSM is +110% since the MDD settlement with TEVA and the tweet below Anyway I would take +110% gain any time without complaining What about you Smo not happy"
X Link 2025-11-23T22:58Z 6207 followers, 2880 engagements
"$AXSM MC 7B Nice plot showing 16.5B peak sales potential They are alredy executing on the second level with the migrane approval. The next big catalysts is NDA in ADA an potential acceptance FDA letter and PDUFA day"
X Link 2025-11-23T23:57Z 6208 followers, 3632 engagements
"Single study is enough for approval Very positive for $AXSM (ADA) $PRAX (ET) $MLTX (HS)"
X Link 2025-12-04T20:09Z 6215 followers, 5814 engagements
"$ABVX Good point why $ABBV isn't a potential aquirer. IMO nobody currently is before the maintenance data due to some concerns about elevated miR-124 level. Could it bring surprises in long term like cardiac issues Long-term safety data are needed before any BO"
X Link 2025-12-05T04:58Z 6215 followers, 10.2K engagements
"$KRYS Retweeting a post which got X like X retweet X reply Many missed the point that the PTD from FDA is a game changer making any future NDAs faster and with higher probability of approval And the stock is up 50%+ since then"
X Link 2025-12-05T18:21Z 6215 followers, 3064 engagements
"$IDYA Collaboration Termination: GSK ended its agreement with Ideaya Biosciences for two clinical programs Pol Theya & Werner Hmm not a good news"
X Link 2025-12-05T23:51Z 6215 followers, 15.4K engagements
"Two interesting data tomorrow Dec 7'25. $KURA Ph X Ziftomenib data (MEN1 Inhibitor - Small Molecule) in Acute Myeloid Leukemia $NRIX Ph X Waldenstrom Macroglobulinemia Data for Bexobrutideg (Btk Degrader - Small Molecule)"
X Link 2025-12-07T13:54Z 6215 followers, 2933 engagements
"$VTYX S1P1 vs $ABVX miR-124 Data looks comparable but VTYX program is practically on hold until they found a partner While data were promising they probably decided that going after NLRP3 is less risky Note that S1P1 & miR-124 both might have theoretically cardiac issues"
X Link 2025-12-07T22:10Z 6215 followers, 5787 engagements
"@WallStSai @GaryWhi13830766 @bioinvestor24 @pacha_8x IMO $PFE wanted low risk drug with some differenciation to $LLY. Small Molecule from $GPCR was too risky"
X Link 2025-12-08T01:15Z 6215 followers, 4791 engagements
"@Pharmdca Great point. Holding shares through binary events can be a nightmare That's why I prefer holding only options At bad data the loss is limited At good data - convert to shares at expiration to full position For example I have $PRAX Jan 30c. Small 10k lotto currently 150k"
X Link 2025-12-08T01:51Z 6208 followers, 1182 engagements
"$KYMR Stront AD data Mean XX% EASI reduction and mean XX% peak pruritus NRS reduction Patients with comorbid asthma with median XX% FeNO reduction in Allergic rhinitis with significant symptom and quality-of-life benefits Beat Dupi and on par with JAK 👍🤩 @BowTiedBiotech"
X Link 2025-12-08T13:20Z 6215 followers, 1366 engagements
"$ABEO first patient treatment with RDEB It company milestone Reminder- each treatment is 3.1M so easy to became profitable in short term Stayed tuned for the next two ERs I believe double digit by mid 2026"
X Link 2025-12-08T13:41Z 6215 followers, 2590 engagements
"Long idea for 2026 Stay invested in protein degrader bios $KYMR $GLUE $NRIX The tweet to be revisited Dec 2026"
X Link 2025-12-08T15:04Z 6215 followers, 1728 engagements
"$GPCR Loking into GPCR data (oral GLP1) I start thinking that $PFE made another strategic mistake BTW selling GPCR at 5B mc is like missing half of the potential profit $MTSR got 9B for long acting peptide injection"
X Link 2025-12-08T15:22Z 6215 followers, 3754 engagements
"$VTYX Interesting option play 5000 call contracts Mar 10c at ask for 1225K 5000 put contracts Mar 7.5p at bit for 750K It looks buying XX calls and selling XXX puts for total 500k Winn XX a loss X @grok is this trade bullish or bearish"
X Link 2025-12-08T18:27Z 6215 followers, 4510 engagements
"Capital raise of all winners today $KYMR 500M cash after that 1.1B $GPCR 500M cash after that 1.3B $WVE 250M cash after that 450M $FULC 150M cash after that 350M $NRIX no raise cash 430M So investors has to find 3B. Getting it from other bios We may have a few -ve days"
X Link 2025-12-08T21:44Z 6215 followers, 8789 engagements
"@DeepSouthDoctor Got it. Short position is a bit too risky to me. Big loss if the teade goes against you. Buying puts - risk is limited to the put price you pay. For example Dec XX puts are +70% today. Better return at low risk"
X Link 2025-12-09T15:39Z 6215 followers, XXX engagements