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# ![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1477330488960368642.png) @Andre_AGTC Andre-ACGT

Andre-ACGT posts on X about $rvmd, $mdgl, approved, $nktr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1477330488960368642/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477330488960368642/c:line/m:interactions.svg)

- X Week XXXXXX +102%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +42%

### Mentions: XX [#](/creator/twitter::1477330488960368642/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477330488960368642/c:line/m:posts_active.svg)

- X Week XX +47%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX +81%

### Followers: XXXXX [#](/creator/twitter::1477330488960368642/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477330488960368642/c:line/m:followers.svg)

- X Week XXXXX +0.26%
- X Month XXXXX +1.70%
- X Months XXXXX +13%
- X Year XXXXX +21%

### CreatorRank: XXXXXXX [#](/creator/twitter::1477330488960368642/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477330488960368642/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1477330488960368642/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[$rvmd](/topic/$rvmd) #5, [$mdgl](/topic/$mdgl) #6, [approved](/topic/approved) 2.52%, [$nktr](/topic/$nktr) #16, [$kymr](/topic/$kymr) #3, [$ovid](/topic/$ovid) 2.52%, [$axsm](/topic/$axsm) #4, [$srrk](/topic/$srrk) #5, [$bbio](/topic/$bbio) #5, [$krys](/topic/$krys) #4

**Top accounts mentioned or mentioned by**
[@antisentiment_](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@kingachillese](/creator/undefined) [@maximusholla](/creator/undefined) [@joserestonva](/creator/undefined) [@biopharmiq](/creator/undefined) [@stocksgoal20](/creator/undefined) [@pharmdca](/creator/undefined) [@amaymd](/creator/undefined) [@biohazard3737](/creator/undefined) [@drrichjlaw](/creator/undefined) [@viewfromahill9](/creator/undefined) [@ozymand36063774](/creator/undefined) [@jfais20](/creator/undefined) [@andreagtc](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@grok](/creator/undefined) [@egorbezel](/creator/undefined) [@21](/creator/undefined) [@rickandersenb](/creator/undefined)

**Top assets mentioned**
[Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Mineralys Therapeutics, Inc. Common Stock (MLYS)](/topic/$mlys) [uniQure N.V. (QURE)](/topic/$qure) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Schrodinger, Inc. Common Stock (SDGR)](/topic/$sdgr) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Karuna Therapeutics, Inc. Common Stock (KRTX)](/topic/$krtx) [Seagen Inc (SGEN)](/topic/$sgen) [Perpetua Resources Corp. Common Shares (PPTA)](/topic/$ppta) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Catalyst Pharmaceutical  Inc. (CPRX)](/topic/$cprx) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Nuvalent, Inc. Class A Common Stock (NUVL)](/topic/$nuvl) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Immunogen Inc (IMGN)](/topic/$imgn) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Reata Pharmaceuticals, Inc. Class A Common Stock (RETA)](/topic/$reta) [Klaydice (DICE)](/topic/$dice) [Cere Network (CERE)](/topic/$cere) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx)
### Top Social Posts [#](/creator/twitter::1477330488960368642/posts)
---
Top posts by engagements in the last XX hours

"CNPV explaind well Regular review XX mo Priority review X mo CNPV 1-2 months For "medicines serving a key national priority: affordability domestic production or meeting an unmet public health need" $RVMD is one of the first X to get such voucher $ACHV also"  
[X Link](https://x.com/Andre_AGTC/status/1979367839636296047) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-18T02:04Z 6070 followers, 2822 engagements


"$NBIX Long term efficacy and safety data in Huntington's Disease Chorea. It was approved in 2023. These results will potentially help with ramping the drug"  
[X Link](https://x.com/Andre_AGTC/status/1975179816644100235) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-06T12:42Z 6073 followers, 1946 engagements


"$RXRX My losing position until Oct X now is +35%. Only in biotech you can get w/o any major news. I would like $SDGR to follow. Probably by the end of year when they introduce toxicity model"  
[X Link](https://x.com/Andre_AGTC/status/1978557912336277913) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T20:25Z 6070 followers, 2540 engagements


"$PRAX TAM is significant - about 7-8M ptnts in US alone For comparison $NBIX has $14B MC with 10-15% of that number in TD PRAX today even after a +200% gain is just $3.8B MC A lot of room to grow"  
[X Link](https://x.com/Andre_AGTC/status/1978864767633707057) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-16T16:45Z 6070 followers, 5331 engagements


"$PRAX Capital raise of 525M at $XXX / share They will have about 1M cash It was supper fasr"  
[X Link](https://x.com/Andre_AGTC/status/1979034693191209217) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T04:00Z 6070 followers, 5293 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) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-18T14:16Z 6070 followers, 1717 engagements


"@HOThomasWPhelps @JoseRestonVA @basadomente I am not competent to answer this question. Still learning about the space from you @JoseRestonVA @A_May_MD and Grok I personally have solid position in $NKTR (from 0.5c converted to shares at expiration) and moderate in $KYMR via ITMs Based on grok review I may open one in $APGE"  
[X Link](https://x.com/Andre_AGTC/status/1979914080996512159) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-19T14:14Z 6070 followers, XXX engagements


"ESMO plays look good so far $IDYA nice Ph2 OS data of Daro/Criz in L1 mUM. Will hold and may add $KURA good 50%ORR in 2L RCC May not hold if jump too much $CELC nice efficacy and safety in Ph3 PIK3CA. Will hold for now - more readouts and NDA is comming"  
[X Link](https://x.com/Andre_AGTC/status/1980225881152045407) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-20T10:53Z 6070 followers, 2396 engagements


"Minimalistic approach in action X simple rules - posted before XX acquisions in XXX years X big size $BPMC $KRTX $SGEN $IMGN $ITCI $RETA X mid size $CERE $LBPH $TPTX $PRVB $MTRX $SWTX One small $DICE I expect two more this year (hope for $MDGL or/and $VRNA $AXSM)"  
[X Link](https://x.com/Andre_AGTC/status/1929692821205758449) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-06-03T00:13Z 6071 followers, 22.6K engagements


"$MLYS Strong cap raise at XXXXX (2 oversubscribed) Now trades at 2.1B MC with about 600M cash Next catalysts - NDA in q4. IMO they will be BO by the end of the year. Only open question is if the BO will be before or after NDA filing 3x since first recommended 5-6x at BO"  
[X Link](https://x.com/Andre_AGTC/status/1963682421083414665) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-04T19:15Z 6072 followers, 7123 engagements


"$ETNB Roche buying it for 3.5B Ph3 data in h1'27 and 2028. On the market if approved 2029 Meanwhile $MDGL will make a lot of money and controll the market. Not sure if the BO make sense from business point of view unless FGF21 can be expanded into other indications"  
[X Link](https://x.com/Andre_AGTC/status/1968733139892687032) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-18T17:45Z 6072 followers, 1823 engagements


"My plays this week - so far so good $SRRK CRL but the stock is up +25% (miracles happen) $CRNX Approved +26% $QURE good data +300% Last on the list $MLTX Ph3 HS data any day now Heavy option activity 1600 contracts 85c - 1.13M bet Breakeven XX. Craaazyyy"  
[X Link](https://x.com/Andre_AGTC/status/1971627863905587665) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-26T17:28Z 6071 followers, 5590 engagements


"@Liathetrader You may check also $CYBN Alresdy running ph3 in MDD with oral deuterated psilocin. FDA granted them a BTD based on ph2 data Secon program in GAD. Ph2 recruitment completed. Data in q1"  
[X Link](https://x.com/Andre_AGTC/status/1972813348116083156) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-29T23:58Z 6072 followers, XXX engagements


"$OVID Good set of data. OV329 matched or exceeded GABA-AT inhibition by vigabatrin (VGB) Key safty: no evidence of ophthalmic or retinal changes observed Very important bc VGB has issues w blindness I like the data. Will exercise my $1c and build a position"  
[X Link](https://x.com/Andre_AGTC/status/1974109259165237504) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-03T13:48Z 6071 followers, 2335 engagements


"$OVID We have @Maximus_Holla moral support Added at XXXX. It's and addition to Oct 1c which I'll exercise Some ask why such small gain after good data. It's due to shady PIPE financing w warrants But they have now 200M+ cash w efficacy of approved VGB drug w/o safety issue"  
[X Link](https://x.com/Andre_AGTC/status/1974132852632793335) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-03T15:22Z 6072 followers, 8553 engagements


"@Maximus_Holla $OVID Agree. Long way to go. But the drug is . eventually . approvable. It's actually the same as an already approved drug without nasty ophthalmology side effects like blindness"  
[X Link](https://x.com/Andre_AGTC/status/1974141909464645871) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-03T15:58Z 6071 followers, XXX engagements


"@s86CoffeeDev @Maximus_Holla $OVID yes when all warrants are expected"  
[X Link](https://x.com/Andre_AGTC/status/1974142916173181435) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-03T16:02Z 6071 followers, XXX engagements


"Two different MOA in FOS Kv7 $XENE and $BHVN GABA-AT $OVID @grok explain the difference of these two MOAs and which one has higher probability of success"  
[X Link](https://x.com/Andre_AGTC/status/1974906541343211735) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-05T18:36Z 6071 followers, 6012 engagements


"$OVID Another catalysts in Q4 is ph1 data with KCC2 transporter OV350 It's interesting bc KCC2 can be utilized in number of CNS indications like psychosis and GAD"  
[X Link](https://x.com/Andre_AGTC/status/1975194765072409006) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-06T13:41Z 6072 followers, 4208 engagements


"Opend a position in $JANX at XX Two data sets by the end of the year XXX mCPRX XXX EGFR solids RA capital owns XXXX% of the company Recently Point72 added 1.7M shares"  
[X Link](https://x.com/Andre_AGTC/status/1976295924600131771) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-09T14:37Z 6071 followers, 5364 engagements


"@BowTiedBiotech Good for them is that menin will finance the development of their new FTI $KURA w $850M MC and $630M cash - looks a safe long-term investment (if anything in biotech can be called safe 🙂)"  
[X Link](https://x.com/Andre_AGTC/status/1977370909611569334) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-12T13:48Z 6072 followers, XXX engagements


"$PPTA Paulson got it right w Idaho investment PPTA and $IDR"  
[X Link](https://x.com/Andre_AGTC/status/1977726914539204698) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-13T13:23Z 6071 followers, 2241 engagements


"$NVTS Is getting better now at +250% As biotech investor is easy to spot a gem and hold though ups and downs H/T to @Pharmdca for the tip in low 4"  
[X Link](https://x.com/Andre_AGTC/status/1977873073098424569) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-13T23:04Z 6068 followers, 4895 engagements


"$ACHV Awarded voucher for cytisinicline The first FDA Commissioner's National Priority Voucher (CNPV) pilot program The company still doesn't know it - no press release but the stock is already +40% 🤣 My Dec $X calls (see below) will triple overnight"  
[X Link](https://x.com/Andre_AGTC/status/1978984661012316594) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T00:41Z 6069 followers, 5292 engagements


"$PRAX Capital raise is well accepted. Stock is up to XXX from offering at XXX It follows the good tradition to gain after secondary following great data $ABVX XX from XX offering $NKTR XX from XXXXX offering I guess $PRAX will trade sooner or later at XXX to 300"  
[X Link](https://x.com/Andre_AGTC/status/1979182649684943163) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T13:48Z 6072 followers, 2897 engagements


"$ABEO down XX% on big volume probably related to the label expansion by $KRYS. Don't see anything in the label which affects ABEO sales. Put it on the list to add at 5.30"  
[X Link](https://x.com/Andre_AGTC/status/1967684458779381843) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-15T20:18Z 6073 followers, 4763 engagements


"$MDGL MASH drug now avail in Germany We will see the impact in q1"  
[X Link](https://x.com/Andre_AGTC/status/1977028520326181173) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-11T15:08Z 6072 followers, 3633 engagements


"$SRRK Now we understand the reason for the CRL - manufacturing problems are more serious than originally anticipated"  
[X Link](https://x.com/Andre_AGTC/status/1977747701153386891) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-13T14:46Z 6072 followers, 2528 engagements


"$KRYS Received FDA Platform Technology Designation (PTD) for HSV-1 Vector for the Neurotrophic Keratitis (NK) This new designation is great - KRYS can use manufacturing and safety data from VYJUVEK in the NDA A good news for biotech -FDA is getting more efficient"  
[X Link](https://x.com/Andre_AGTC/status/1978082640327495934) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-14T12:57Z 6072 followers, 1548 engagements


"$IDR $XX hello $PPTA and $IDR are profiting and will keep doing well in the current environment where USA is trying compensate for China total dominance"  
[X Link](https://x.com/Andre_AGTC/status/1978236472747581564) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-14T23:08Z 6073 followers, 3295 engagements


"$MDGL Citizen raising the bar to 7B of peak sales"  
[X Link](https://x.com/Andre_AGTC/status/1978829339761299641) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-16T14:24Z 6072 followers, 2970 engagements


"$PRAX score 2p FIC - nothing else works in ET 2p No competition - all other failed 2p TAM 4B+; 9B all programs 2p Funds - Perceptive Venrock Cormoran RA Baker Bros XX% X. Pipeline: 2p (ET Epilepcy DEE) Total score XX of XX Conditional on pending ET ph3 interim analysis"  
[X Link](https://x.com/Andre_AGTC/status/1880381394528227571) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-01-17T22:27Z 6074 followers, 18.9K engagements


"$AXSM Executing the long term plan Already X drugs on the market X NDA in the next 2Q - ADA and narcolepcy Sitting solid on #2 in my portfolio. Historically what ever thicket is on #2 got aquitered: $SGEN $KRTX $BPMC $VRNA Let's see if $AXSM can keep the tradition alive"  
[X Link](https://x.com/Andre_AGTC/status/1958902939885416930) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-08-22T14:43Z 6074 followers, 6382 engagements


"My entry in $SDGR and $RXRX was a bit too early. Finally I am a bit green in both names I think they will profit from the new WH initiative especially $SDGR when they introduce by the end of the year the toxicity model"  
[X Link](https://x.com/Andre_AGTC/status/1973407530626982289) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-01T15:19Z 6072 followers, 5349 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) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-05T16:14Z 6074 followers, 6292 engagements


"Many trade on margins and this happens Bios are a bit greener. Some of my top positions are green like $MDGL $RVMD $BBIO $MLYS. If I didn't sell $PTGX and $ABVX 2-3 weeks ago I would be selebrating today. $GLUE is a smallish posion can not compensate for these misses"  
[X Link](https://x.com/Andre_AGTC/status/1976855402559291708) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-11T03:40Z 6074 followers, 2065 engagements


"$RVMD Stifel with $XX PT Key from the note is: First revenue for RVMD in 1Q27 and global revenue of $11.3B by 2035 I had 6.5B in my model implying 13b MC 11B revenue may command 20B MC Today MC is 9.3B so still room to grow"  
[X Link](https://x.com/Andre_AGTC/status/1978565147892351460) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T20:54Z 6074 followers, 4904 engagements


"$GLUE Crossed XX a long term resistance Not only brake over XX but now XX in a week $ZVRA as well $KURA and $TRVI still in XX area but will follow soon IMO $XX is a key psychological # when crossed it propels the stock to XX. So many examples in my short investment time"  
[X Link](https://x.com/Andre_AGTC/status/1978586348958220471) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T22:18Z 6072 followers, 5887 engagements


"$RVMD Commissioner's National Priority Voucher (CNPV) allows a decision within 1-2 months after submitting a complete application. It looks that RVMD could generate revenue already in Q4'26 from previous projected h1'27 Data Q1- NDA Q2- PDUFA Q3 on the market Q4"  
[X Link](https://x.com/Andre_AGTC/status/1979188201362169977) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T14:10Z 6074 followers, 1520 engagements


"$RVMD This tweet is aging well. Almost 3x in XXX mo. The main reason for this trade is that the calls cover the data release in Q1"  
[X Link](https://x.com/Andre_AGTC/status/1979199506097852871) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T14:55Z 6070 followers, 1885 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) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-07-16T21:45Z 6072 followers, 33.1K 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) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-30T14:34Z 6070 followers, 9871 engagements


"Some are wondering why $VTGN can not take over $X decisively My speculation is that they want to give $VTYX chance to catch up Here is the prove - both +100% in the last 3mo. Confidence"  
[X Link](https://x.com/Andre_AGTC/status/1975611405765378231) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-07T17:17Z 6070 followers, 3148 engagements


"$GLUE X hello (holla is trademarked by @Maximus_Holla) Let's see if they brake XX which is long term resistance Some of my stocks are fighting with this round superstitious number. Typically key to propel the stock to XX $ZVRA $TRVI $KURA and soon $BCYC"  
[X Link](https://x.com/Andre_AGTC/status/1976663776306024630) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-10T14:59Z 6070 followers, 7145 engagements


"Sounds easy First in class with unique MOA and large TAM I had XX aquisition in my port in the last 2.5y and most of them fit this description From my current holding IMO $XENE $MDGL $KRYS $BBIO $RVMD $NKTR fit these requirements"  
[X Link](https://x.com/Andre_AGTC/status/1978264470129414324) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T00:59Z 6070 followers, 8796 engagements


"$RVMD Awarded voucher for daraxonrasib (RMC-6236) the companys RAS(ON) multi-selective inhibitor the first FDA Commissioner's National Priority Voucher (CNPV) pilot program"  
[X Link](https://x.com/Andre_AGTC/status/1978992638326931783) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T01:13Z 6070 followers, 3990 engagements


"@JoseRestonVA @HOThomasWPhelps @basadomente Grok thinks that $APGE has highest probability to succeed against dupi - proven moa with dosing advantage $NKTR good probability new MOA but still injectable $KYMR good probability disease modifying MOA ORAL but early $CRVS low probability dark horse"  
[X Link](https://x.com/Andre_AGTC/status/1979908291955175691) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-19T13:51Z 6070 followers, 5514 engagements


"See below grok comparison on MOA and POS in the AtD market and dominance over dipixent Pobability / Dominance $APGE (NP) High /High MC 3.7B $NKTR Moderate / High MC 1.1B $KYMR Moderate / High MC 4.3B $CRVS (NP) Mod-Low / Mod-Low 0.5B"  
[X Link](https://x.com/Andre_AGTC/status/1979912133992194112) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-19T14:06Z 6070 followers, 4801 engagements


"$NVTS Now at XXXXX It looks selling a bit at XX worked well as reverse jinx"  
[X Link](https://x.com/Andre_AGTC/status/1980293668453151022) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-20T15:22Z 6070 followers, 1663 engagements