#  @Archimedes20311 Archimedes Archimedes posts on X about sanofi, data, $apge, $incy the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1948080965659598848/interactions)  - [--] Week [---------] +127,599% - [--] Month [---------] +71,802% ### Mentions: [--] [#](/creator/twitter::1948080965659598848/posts_active)  ### Followers: [---] [#](/creator/twitter::1948080965659598848/followers)  - [--] Week [---] +12% - [--] Month [---] +49% ### CreatorRank: [---------] [#](/creator/twitter::1948080965659598848/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 35.63% [countries](/list/countries) 4.6% [technology brands](/list/technology-brands) 3.45% [finance](/list/finance) 3.45% [social networks](/list/social-networks) 2.3% [currencies](/list/currencies) 2.3% **Social topic influence** [sanofi](/topic/sanofi) 6.9%, [data](/topic/data) 5.75%, [$apge](/topic/$apge) 4.6%, [$incy](/topic/$incy) 4.6%, [$evmn](/topic/$evmn) #22, [china](/topic/china) 3.45%, [ceo](/topic/ceo) 2.3%, [$crvs](/topic/$crvs) 2.3%, [$lly](/topic/$lly) 2.3%, [$nktr](/topic/$nktr) 2.3% **Top accounts mentioned or mentioned by** [@plainyogurt21](/creator/undefined) [@pikacapital](/creator/undefined) [@aafree](/creator/undefined) [@biostocks](/creator/undefined) [@epickram](/creator/undefined) [@getoutofmyway1](/creator/undefined) [@zachpharmd](/creator/undefined) [@sanctuarybio](/creator/undefined) [@snupsnus](/creator/undefined) [@houndcl](/creator/undefined) [@fakepharmabro](/creator/undefined) [@avidresearch](/creator/undefined) [@drpaulydesantis](/creator/undefined) [@alexkesin](/creator/undefined) [@anotherbio](/creator/undefined) [@realchinesespy](/creator/undefined) [@jasonmmast](/creator/undefined) [@seedy19tron](/creator/undefined) [@cloisterres](/creator/undefined) [@jayabacus](/creator/undefined) **Top assets mentioned** [Sanofi (SNY)](/topic/sanofi) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Incyte Corporation (INCY)](/topic/$incy) [Evommune, Inc. (EVMN)](/topic/$evmn) [Eli Lilly and Company (LLY)](/topic/$lly) [AbbVie Inc (ABBV)](/topic/$abbv) [AstraZeneca PLC (AZN)](/topic/$azn) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Prelude Therapeutics Inc. (PRLD)](/topic/$prld) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [BioAge Labs, Inc. (BIOA)](/topic/$bioa) [Erasca, Inc. (ERAS)](/topic/$eras) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Novartis AG (NVS)](/topic/$nvs) [Merck & Co., Inc. (MRK)](/topic/$mrk) [GSK plc (GSK)](/topic/$gsk) [Vera Therapeutics, Inc. (VERA)](/topic/$vera) [Galecto Inc. (GLTO)](/topic/$glto) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) ### Top Social Posts Top posts by engagements in the last [--] hours "RT @alexkesin: You either die the hero or live long enough to become the siRNA obesity therapeutics company" [X Link](https://x.com/Archimedes20311/status/2022690736345616845) 2026-02-14T15:13Z [---] followers, [--] engagements "@AnotherBio No real 2nd bidders don't care for $BIOA either. Cheaper better chem out there" [X Link](https://x.com/Archimedes20311/status/2014751429362151882) 2026-01-23T17:25Z [---] followers, [---] engagements "@realchinesespy On a real basis or relative to $ERAS" [X Link](https://x.com/Archimedes20311/status/2018824787678912577) 2026-02-03T23:11Z [---] followers, [---] engagements "$BBIO and folks are such fucking posers. Cut the shit with the ridiculous stuff guys" [X Link](https://x.com/Archimedes20311/status/2019245221947822394) 2026-02-05T03:02Z [---] followers, [----] engagements "@Jasonmmast $CRSP is run (& has been run) by a bunch of McKinsey jokers (CEO last [--] former COOs). Unsurprised this happened" [X Link](https://x.com/Archimedes20311/status/2019497339035988459) 2026-02-05T19:44Z [---] followers, [---] engagements "@seedy19tron Yeah real data and durability. How's $CRVS worth more" [X Link](https://x.com/Archimedes20311/status/2021195648750715089) 2026-02-10T12:12Z [---] followers, [----] engagements "@plainyogurt21 Too much focus on PVR all docs don't track this. Not as meaningful as it sounds" [X Link](https://x.com/Archimedes20311/status/2021205477732888649) 2026-02-10T12:51Z [---] followers, [---] engagements "@CloisterRes Besides a raise don't see how royalty groups or pharma don't value this appropriately. $EVMN up 60% on bologna data" [X Link](https://x.com/Archimedes20311/status/2021213040771748235) 2026-02-10T13:21Z [---] followers, [---] engagements "@Getoutofmyway1 @jayabacus Maybe $LLY just acquires them" [X Link](https://x.com/Archimedes20311/status/2021233540239643031) 2026-02-10T14:43Z [---] followers, [--] engagements "@ZachPharmD It should displace $APGE tbh -- little commercial rationale for HLE in AtD vs Dupi/Ebglyss $LLY already seeking a label update. https://www.prnewswire.com/news-releases/lillys-ebglyss-lebrikizumab-lbkz-delivered-durable-disease-control-when-administered-once-every-eight-weeks-in-patients-with-moderate-to-severe-atopic-dermatitis-302593427.html https://www.prnewswire.com/news-releases/lillys-ebglyss-lebrikizumab-lbkz-delivered-durable-disease-control-when-administered-once-every-eight-weeks-in-patients-with-moderate-to-severe-atopic-dermatitis-302593427.html" [X Link](https://x.com/Archimedes20311/status/2021338378663493730) 2026-02-10T21:39Z [---] followers, [---] engagements "@Lord_of_Biotech Only if you believe this regime lasts the full time. Good chance Prasad or RFK gone in [--] months" [X Link](https://x.com/Archimedes20311/status/2021575120855117884) 2026-02-11T13:20Z [---] followers, [---] engagements "@blippd Think $APGE ballpark of valuation" [X Link](https://x.com/Archimedes20311/status/2021646530378379338) 2026-02-11T18:04Z [---] followers, [---] engagements "@chris_darnielle @sciencescanner You're a clown that knows nothing on the topic" [X Link](https://x.com/Archimedes20311/status/2021929201209946615) 2026-02-12T12:47Z [---] followers, [--] engagements "@plainyogurt21 Handy but not seeing any *real* validation largely post hoc. Need to see a priori screening activity. (Recall a prior Centessa iteration claiming DILI db cleared them and failed like [--] month into Ph3.)" [X Link](https://x.com/Archimedes20311/status/2022022968919175297) 2026-02-12T19:00Z [---] followers, [--] engagements "@plainyogurt21 Also this doesn't obviate needing to test in animals fyi" [X Link](https://x.com/Archimedes20311/status/2022023086728786312) 2026-02-12T19:00Z [---] followers, [--] engagements "@jordixiol Unrelated but could they have picked worse at Sanofi" [X Link](https://x.com/Archimedes20311/status/2023112885606768922) 2026-02-15T19:11Z [---] followers, [--] engagements "RT @pitdesi: In [----] @dhh argued Facebook was a fantasy at $33B because it wasnt outrageously profitable with 500M users after [--] years. O" [X Link](https://x.com/Archimedes20311/status/2023113072911507898) 2026-02-15T19:11Z [---] followers, [--] engagements "RT @PaulSkallas: I wrote about this last year. GLP-1s reduce appetite for risk. Cause Anhedonia. People's personalities change. They stop d" [X Link](https://x.com/Archimedes20311/status/2023166383022915591) 2026-02-15T22:43Z [---] followers, [---] engagements "Steroid taper helping another co make their drug look good $ROIV" [X Link](https://x.com/Archimedes20311/status/2019781589924757722) 2026-02-06T14:33Z [---] followers, [---] engagements "@peter_mantas @taeyoon43334145 @ClearPath100 I'm aware but equipoise is skewed. Already a safe drug approved for Hunter and $DNLI coming so no point in approving this given potential LT AEs" [X Link](https://x.com/Archimedes20311/status/2021007900567896391) 2026-02-09T23:46Z [---] followers, [---] engagements "$NKTR should be worth more than $CRVS and $APGE " [X Link](https://x.com/Archimedes20311/status/2021195362711597354) 2026-02-10T12:11Z [---] followers, [----] engagements "@Sanctuary_Bio How's $EVMN have higher volume and mcap Seems silly given it's a tiny dataset" [X Link](https://x.com/Archimedes20311/status/2021215639122170101) 2026-02-10T13:32Z [---] followers, [---] engagements "Biotech back to funding zombies deadmen walking $STRO - No one in big pharma thinks these guys have a platform at all. Investors can be herd animals" [X Link](https://x.com/Archimedes20311/status/2021216630613639380) 2026-02-10T13:36Z [---] followers, [---] engagements "$EVMN data are a little silly bc its [--] mg/kg IV - exposure not easily replicated with subQ" [X Link](https://x.com/Archimedes20311/status/2021321640768950369) 2026-02-10T20:33Z [---] followers, [---] engagements "Could $INCY be an acquirer of $NKTR Derm focus AD sales force etc" [X Link](https://x.com/Archimedes20311/status/2021667396927598918) 2026-02-11T19:27Z [---] followers, [---] engagements "So where does $OLMA go on Roche news 125-200%+ (see below) 50-125% (see below) -50% (if negative on OS) 50% (if pos on OS ) 125-200%+ (see below) 50-125% (see below) -50% (if negative on OS) 50% (if pos on OS )" [X Link](https://x.com/Archimedes20311/status/2021974056996934132) 2026-02-12T15:45Z [---] followers, [---] engagements "Sort of hard to beat the ludicrous amounts given for PD1xVEGFs that probably fail to beat PD1 🤣 China biotech licensing boom to hit record in [----] - with global drugmakers including $NVS $MRK $ABBV and $GSK inking major agreements. $AZN $MDGL https://t.co/tq1h6Tg2mE China biotech licensing boom to hit record in [----] - with global drugmakers including $NVS $MRK $ABBV and $GSK inking major agreements. $AZN $MDGL https://t.co/tq1h6Tg2mE" [X Link](https://x.com/Archimedes20311/status/2023054095247151144) 2026-02-15T15:17Z [---] followers, [---] engagements "@bradloncar From one OK CEO to someone no major investor knows. No offense but Merck Kgaa sucks and has had near zero progress. Great work BoD" [X Link](https://x.com/Archimedes20311/status/2021913802376167753) 2026-02-12T11:46Z [---] followers, [---] engagements "@ohadhammer Left off a ton of China ones. FTO a little concerning with the post RVMD crowd" [X Link](https://x.com/Archimedes20311/status/2023356336063258682) 2026-02-16T11:18Z [---] followers, [---] engagements "@SnupSnus @a_a_free there is no real dose response (Q2W vs Q4W) with Bime so how does long acting help here" [X Link](https://x.com/Archimedes20311/status/1972413877456625885) 2025-09-28T21:31Z [--] followers, [---] engagements "@drug_smolecules Well I know you run a fund and pump on Twitter while you can so I get it. Will report it to FINRA soon enough :-)" [X Link](https://x.com/Archimedes20311/status/1981103459085799912) 2025-10-22T21:00Z [--] followers, [---] engagements "@Sanctuary_Bio Sanofi is not focused on the CV business. Try again" [X Link](https://x.com/Archimedes20311/status/1981526220815696005) 2025-10-24T01:00Z [--] followers, [---] engagements "@Prof_Oak_ yeah not sure BCMA TCE will be applicable for the masses" [X Link](https://x.com/Archimedes20311/status/1982224450750763458) 2025-10-25T23:15Z [--] followers, [--] engagements "@BigChodu Janus quite smart and the real leader out here. Not the hedge funds" [X Link](https://x.com/Archimedes20311/status/1982634176416546900) 2025-10-27T02:23Z [--] followers, [--] engagements "@houndcl $INCY is an incompetent BD group. Massive failures clueless team" [X Link](https://x.com/Archimedes20311/status/1983271843806233013) 2025-10-28T20:37Z [--] followers, [---] engagements "@PikaCapital Ha. Will never catch Argen-x keep dreaming" [X Link](https://x.com/Archimedes20311/status/1983919798678327332) 2025-10-30T15:31Z [--] followers, [---] engagements "@matthewherper Not that long ago Pfizer - Sanofi Medivation" [X Link](https://x.com/Archimedes20311/status/1984042099076165770) 2025-10-30T23:37Z [--] followers, [--] engagements "@docrodwong Uniqure has changed so many details poor job on their side. They could have done a much better job on NHS etc" [X Link](https://x.com/Archimedes20311/status/1985349214700736756) 2025-11-03T14:11Z [--] followers, [----] engagements "@amitkjolly Same clown CEO from $HGEN no thank you. Also this photo on their website is fake/AI" [X Link](https://x.com/Archimedes20311/status/1985820176076464240) 2025-11-04T21:23Z [--] followers, [--] engagements "@AscendingBio Emil is wonderful but has grown a habit of overspending" [X Link](https://x.com/Archimedes20311/status/1985882618517213627) 2025-11-05T01:31Z [--] followers, [--] engagements "@sunrgu @PikaCapital Well Ph3 better work or 9B too much. Also winds can change about vaccines and where does this stand" [X Link](https://x.com/Archimedes20311/status/1989369650493444525) 2025-11-14T16:27Z [--] followers, [--] engagements "@chuminhua432 Not competitive to JNJ" [X Link](https://x.com/Archimedes20311/status/1990479138206200144) 2025-11-17T17:56Z [--] followers, [--] engagements "@sharkbiotech Way too pumpy out there" [X Link](https://x.com/Archimedes20311/status/1991623927400132975) 2025-11-20T21:45Z [--] followers, [---] engagements "@BowTiedBiotech OK. Few have a clue about how to tackle it" [X Link](https://x.com/Archimedes20311/status/1992581405873000751) 2025-11-23T13:10Z [--] followers, [--] engagements "@RxRegA Never seen a bigger hypocrite and embicile in the same post. Also someone who is completely undeserving of such a post" [X Link](https://x.com/Archimedes20311/status/1993397528881250366) 2025-11-25T19:13Z [--] followers, [---] engagements "@fakepharmabro SubQ dosing q4w and at home option. Good night $VERA" [X Link](https://x.com/Archimedes20311/status/1993450475216421279) 2025-11-25T22:43Z [--] followers, [---] engagements "@avidresearch That's even too nice. He deserves to be fired from UCSF and stripped of his medical license. Probably thinks MMR is bad for kids and some will die bc of these clowns" [X Link](https://x.com/Archimedes20311/status/1994860705611485265) 2025-11-29T20:07Z [--] followers, [--] engagements "@BioCapAllocator @fakepharmabro ADA/nADA def weak spot flat dose also. Comm risk and furnace of cash vs behemoth Otsuka isn't good oppty for them" [X Link](https://x.com/Archimedes20311/status/1995939326476320973) 2025-12-02T19:33Z [--] followers, [--] engagements "@avidresearch Nuance here on product but bodes well for $ARWR (ALK7/ActE sirna) $IBIO (anti-ActE)" [X Link](https://x.com/Archimedes20311/status/1998011712692249033) 2025-12-08T12:48Z [--] followers, [---] engagements "@PikaCapital Roivant scrap metal" [X Link](https://x.com/Archimedes20311/status/1999162583564124543) 2025-12-11T17:01Z [--] followers, [--] engagements "@PikaCapital Yeah despite being run by the same clown that has consistently disappointed. Robin the pumper" [X Link](https://x.com/Archimedes20311/status/2000913294601666945) 2025-12-16T12:57Z [--] followers, [--] engagements "@phoenicianstrat @TheBiotechBear Hilarious. Rod dgaf collecting bags doing mutual fund holdings" [X Link](https://x.com/Archimedes20311/status/2001320989620080777) 2025-12-17T15:58Z [--] followers, [--] engagements "@shitcoSavant @PCM_bio @LifeSciVC so we go from $25B to $125B yeah not seeing it" [X Link](https://x.com/Archimedes20311/status/2002543137412247997) 2025-12-21T00:54Z [--] followers, [---] engagements "@semodough What in the world do you know about sentiment for Sanofi Doubt you've ever talked to a top5 holder" [X Link](https://x.com/Archimedes20311/status/2003987989274546541) 2025-12-25T00:35Z [--] followers, [--] engagements "@plainyogurt21 @pemulisking If 50% of mAb soaking up wrong target (& not all of it will capture both) it will perform worse. Already seen this a few times. 2nd - IL1a has no role in HS zilch. NVS BTK data make no sense/complicate it (100mg worse than 25) Some role seems possible but selection/ID tough" [X Link](https://x.com/Archimedes20311/status/2004935344941342768) 2025-12-27T15:20Z [--] followers, [---] engagements "$GLTO worth $2B+ but $PRLD hardly worth positive EV JAK2 specific has a huge market even accounting for $INCY deal + rest of pipeline" [X Link](https://x.com/Archimedes20311/status/2005741789555351693) 2025-12-29T20:44Z [--] followers, [---] engagements "@BioStocks @SpaceX @OpenAI @AnthropicAI The great tech dump crapola on the US market coming" [X Link](https://x.com/Archimedes20311/status/2007082820972556624) 2026-01-02T13:33Z [--] followers, [--] engagements "Two idiot big pharma moves - Servier x Insilico and Sanofi x Earendil" [X Link](https://x.com/Archimedes20311/status/2008176874007269726) 2026-01-05T14:00Z [--] followers, [---] engagements "@a_a_free JNJ failed fyi - wasn't stat sig. Well known out there" [X Link](https://x.com/Archimedes20311/status/2008184403508490467) 2026-01-05T14:30Z [--] followers, [---] engagements "@BioStocks Topline better than Takeda Spicy data https://www.takeda.com/newsroom/newsreleases/2025/takeda-zasocitinib-phase-3-plaque-psoriasis-data-once-daily-pill/ https://www.takeda.com/newsroom/newsreleases/2025/takeda-zasocitinib-phase-3-plaque-psoriasis-data-once-daily-pill/" [X Link](https://x.com/Archimedes20311/status/2008510083643371652) 2026-01-06T12:04Z [--] followers, [---] engagements "@monaco_biotech Yea no" [X Link](https://x.com/Archimedes20311/status/2008517377420652868) 2026-01-06T12:33Z [--] followers, [--] engagements "$IBIO anti-ActE mAb looking good $ARWR $ARWR Announces Interim Clinical Data on RNAi-based Obesity Candidates Showing Weight Loss in Obese Patients. ARO-INHBE in combination with tirzepatide achieved -9.4% weight loss at week [--] in obese patients with type [--] diabetes mellitus demonstrating an apprx two-fold $ARWR Announces Interim Clinical Data on RNAi-based Obesity Candidates Showing Weight Loss in Obese Patients. ARO-INHBE in combination with tirzepatide achieved -9.4% weight loss at week [--] in obese patients with type [--] diabetes mellitus demonstrating an apprx two-fold" [X Link](https://x.com/Archimedes20311/status/2008522608703402349) 2026-01-06T12:54Z [--] followers, [---] engagements "@_Biotech_iQ ACB of $0.39 impossible. Never been that low ever" [X Link](https://x.com/Archimedes20311/status/2008707261125050754) 2026-01-07T01:08Z [--] followers, [--] engagements "Who wants to bet they intentionally withheld the data to read out into [----] vs End of [--] Guessing their board of investors really didn't want it to stain their Q4/EOY. Zenas sputters despite Phase III win for obexelimab in IgG4 disease $ZBIO https://t.co/cpYY5dKwZJ Zenas sputters despite Phase III win for obexelimab in IgG4 disease $ZBIO https://t.co/cpYY5dKwZJ" [X Link](https://x.com/Archimedes20311/status/2008876306843537544) 2026-01-07T12:20Z [--] followers, [---] engagements "@laurenthomas @WSJ Abbvie already denying it" [X Link](https://x.com/Archimedes20311/status/2009010854600364442) 2026-01-07T21:14Z [--] followers, [---] engagements "@wallstengine LMAO - all a pump from a fake news source in France. Surprise surprise" [X Link](https://x.com/Archimedes20311/status/2010722716668833821) 2026-01-12T14:37Z [--] followers, [---] engagements "@DrPaulyDeSantis Kinda silly comment from $REGN considering how much capital theyve wasted on many silly programs" [X Link](https://x.com/Archimedes20311/status/2011072799633441105) 2026-01-13T13:48Z [--] followers, [---] engagements "@DrPaulyDeSantis Like how much have they blown in oncology 5B+ easy" [X Link](https://x.com/Archimedes20311/status/2011101853602443703) 2026-01-13T15:43Z [--] followers, [--] engagements "Atlas launches a company no one cares about. [--] of these and not unique. Also highly likely to cause ADA/ neutralizing mAbs Caldera emerges from stealth with $112.5M and an IBD bispecific from China https://t.co/nZLFFg4qTr Caldera emerges from stealth with $112.5M and an IBD bispecific from China https://t.co/nZLFFg4qTr" [X Link](https://x.com/Archimedes20311/status/2011448164235256184) 2026-01-14T14:39Z [--] followers, [---] engagements "@mbfennjr @siemionowkris How is it a big test Monster syndicate will buy 99% of it. Inside deal. These are also junky cos" [X Link](https://x.com/Archimedes20311/status/2013432360243450042) 2026-01-20T02:04Z [--] followers, [--] engagements "@BioStocks LMAO Le Pump blowing up" [X Link](https://x.com/Archimedes20311/status/2013611402234147069) 2026-01-20T13:55Z [--] followers, [---] engagements "@houndcl NKTR much better value and quality of data than CRVS" [X Link](https://x.com/Archimedes20311/status/2014464219937210844) 2026-01-22T22:24Z [--] followers, [---] engagements "@Biomaven Sanofi isn't in this space would be very expensive to build out new area. Not core to them" [X Link](https://x.com/Archimedes20311/status/2015153729280823748) 2026-01-24T20:04Z [--] followers, [--] engagements "@SnupSnus Clown team at Anaptys. Suit claims read like a child and in a vacuum" [X Link](https://x.com/Archimedes20311/status/1991852784124350643) 2025-11-21T12:54Z [---] followers, [--] engagements "@a_a_free Believe what you like but I actually work in pharma and telling you this is well known for those that know" [X Link](https://x.com/Archimedes20311/status/2008215001694110157) 2026-01-05T16:32Z [--] followers, [--] engagements "@Andre_AGTC Not sure either $AVTX or $ZURA mcaps are correct" [X Link](https://x.com/Archimedes20311/status/2010370164701688106) 2026-01-11T15:16Z [---] followers, [---] engagements "$REGN news negative for $APGE " [X Link](https://x.com/Archimedes20311/status/2010722620388651475) 2026-01-12T14:36Z [--] followers, [---] engagements "@LTbioinvestor Yea dumb valuation. No other bidders for $VTYX" [X Link](https://x.com/Archimedes20311/status/2011513000386019435) 2026-01-14T18:57Z [---] followers, [--] engagements "@Banana_Oncology Real team next gen target and much more likely to have clean safety" [X Link](https://x.com/Archimedes20311/status/2014401517009187308) 2026-01-22T18:15Z [--] followers, [---] engagements "Unproven model bullshit from someone behind $RXRX crapshow. Fucking jokers out here This is what the LLMs can do in bio. But these comp bio analyses were never going to solve biology. We actually need to train bio foundation models. For that you need differentiated DATA. This is what the LLMs can do in bio. But these comp bio analyses were never going to solve biology. We actually need to train bio foundation models. For that you need differentiated DATA" [X Link](https://x.com/Archimedes20311/status/2015085445860704751) 2026-01-24T15:33Z [---] followers, [---] engagements "Pascal just making up #'s to appease the Chinese govt. 1.3B for preclin China's CSPC Pharma(Symbol: $1093.HK) inks $1.2B peptide licensing deal with AstraZeneca(Symbol: $AZN) expanding biopharma partnership as per Investing. com. China's CSPC Pharma(Symbol: $1093.HK) inks $1.2B peptide licensing deal with AstraZeneca(Symbol: $AZN) expanding biopharma partnership as per Investing. com" [X Link](https://x.com/Archimedes20311/status/2017056713728295169) 2026-01-30T02:06Z [--] followers, [--] engagements "@bioinvestor24 Pascal and team are clueless" [X Link](https://x.com/Archimedes20311/status/2017181475636916468) 2026-01-30T10:21Z [--] followers, [---] engagements "@STL_Biotech Known executive team and board that lies/exaggerates (recall EGFR nonsense they pulled) not too long ago" [X Link](https://x.com/Archimedes20311/status/2018079133876588580) 2026-02-01T21:48Z [---] followers, [---] engagements "@BioWino monster 500K before the close" [X Link](https://x.com/Archimedes20311/status/2018429171064606864) 2026-02-02T20:59Z [--] followers, [---] engagements "Guessing $INCY may consider buying them expecting trial to enroll quick $PRLD FDA Approval Received: Prelude Therapeutics Inc announced on February [--] [----] that the FDA cleared it to begin a Phase [--] study for PRT12396 a medication targeting certain blood disorders. This is a significant event reflecting progress in their drug development efforts. $PRLD FDA Approval Received: Prelude Therapeutics Inc announced on February [--] [----] that the FDA cleared it to begin a Phase [--] study for PRT12396 a medication targeting certain blood disorders. This is a significant event reflecting progress in their" [X Link](https://x.com/Archimedes20311/status/2018705686452989976) 2026-02-03T15:18Z [---] followers, [---] engagements "@Focus_NOPAT @daphnezohar @US_FDA @DrMakaryFDA This is not compounding. This is fraudulent behavior plain and simple. FDA officers should actually be arresting $HIMS execs at this point" [X Link](https://x.com/Archimedes20311/status/2019553178665304233) 2026-02-05T23:26Z [--] followers, [---] engagements "@BioPharmaDive @BentheFidler The media would do well to use proper headlines. "Unapproved" and knockoff are not the same. They are not selling the same thing as $NVO" [X Link](https://x.com/Archimedes20311/status/2019794668494451041) 2026-02-06T15:25Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Archimedes20311 ArchimedesArchimedes posts on X about sanofi, data, $apge, $incy the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 35.63% countries 4.6% technology brands 3.45% finance 3.45% social networks 2.3% currencies 2.3%
Social topic influence sanofi 6.9%, data 5.75%, $apge 4.6%, $incy 4.6%, $evmn #22, china 3.45%, ceo 2.3%, $crvs 2.3%, $lly 2.3%, $nktr 2.3%
Top accounts mentioned or mentioned by @plainyogurt21 @pikacapital @aafree @biostocks @epickram @getoutofmyway1 @zachpharmd @sanctuarybio @snupsnus @houndcl @fakepharmabro @avidresearch @drpaulydesantis @alexkesin @anotherbio @realchinesespy @jasonmmast @seedy19tron @cloisterres @jayabacus
Top assets mentioned Sanofi (SNY) Apogee Therapeutics, Inc. (APGE) Incyte Corporation (INCY) Evommune, Inc. (EVMN) Eli Lilly and Company (LLY) AbbVie Inc (ABBV) AstraZeneca PLC (AZN) Arrowhead Research Corporation (ARWR) Prelude Therapeutics Inc. (PRLD) Regeneron Pharmaceuticals Inc (REGN) BioAge Labs, Inc. (BIOA) Erasca, Inc. (ERAS) BridgeBio Pharma, Inc. Common Stock (BBIO) CRISPR Therapeutics AG (CRSP) Roivant Sciences Ltd. Common Shares (ROIV) Denali Therapeutics Inc. Common Stock (DNLI) Olema Pharmaceuticals, Inc. (OLMA) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Novartis AG (NVS) Merck & Co., Inc. (MRK) GSK plc (GSK) Vera Therapeutics, Inc. (VERA) Galecto Inc. (GLTO) Zenas BioPharma, Inc. (ZBIO) Ventyx Biosciences, Inc. (VTYX) Recursion Pharmaceuticals, Inc. (RXRX) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO)
Top posts by engagements in the last [--] hours
"RT @alexkesin: You either die the hero or live long enough to become the siRNA obesity therapeutics company"
X Link 2026-02-14T15:13Z [---] followers, [--] engagements
"@AnotherBio No real 2nd bidders don't care for $BIOA either. Cheaper better chem out there"
X Link 2026-01-23T17:25Z [---] followers, [---] engagements
"@realchinesespy On a real basis or relative to $ERAS"
X Link 2026-02-03T23:11Z [---] followers, [---] engagements
"$BBIO and folks are such fucking posers. Cut the shit with the ridiculous stuff guys"
X Link 2026-02-05T03:02Z [---] followers, [----] engagements
"@Jasonmmast $CRSP is run (& has been run) by a bunch of McKinsey jokers (CEO last [--] former COOs). Unsurprised this happened"
X Link 2026-02-05T19:44Z [---] followers, [---] engagements
"@seedy19tron Yeah real data and durability. How's $CRVS worth more"
X Link 2026-02-10T12:12Z [---] followers, [----] engagements
"@plainyogurt21 Too much focus on PVR all docs don't track this. Not as meaningful as it sounds"
X Link 2026-02-10T12:51Z [---] followers, [---] engagements
"@CloisterRes Besides a raise don't see how royalty groups or pharma don't value this appropriately. $EVMN up 60% on bologna data"
X Link 2026-02-10T13:21Z [---] followers, [---] engagements
"@Getoutofmyway1 @jayabacus Maybe $LLY just acquires them"
X Link 2026-02-10T14:43Z [---] followers, [--] engagements
"@ZachPharmD It should displace $APGE tbh -- little commercial rationale for HLE in AtD vs Dupi/Ebglyss $LLY already seeking a label update. https://www.prnewswire.com/news-releases/lillys-ebglyss-lebrikizumab-lbkz-delivered-durable-disease-control-when-administered-once-every-eight-weeks-in-patients-with-moderate-to-severe-atopic-dermatitis-302593427.html https://www.prnewswire.com/news-releases/lillys-ebglyss-lebrikizumab-lbkz-delivered-durable-disease-control-when-administered-once-every-eight-weeks-in-patients-with-moderate-to-severe-atopic-dermatitis-302593427.html"
X Link 2026-02-10T21:39Z [---] followers, [---] engagements
"@Lord_of_Biotech Only if you believe this regime lasts the full time. Good chance Prasad or RFK gone in [--] months"
X Link 2026-02-11T13:20Z [---] followers, [---] engagements
"@blippd Think $APGE ballpark of valuation"
X Link 2026-02-11T18:04Z [---] followers, [---] engagements
"@chris_darnielle @sciencescanner You're a clown that knows nothing on the topic"
X Link 2026-02-12T12:47Z [---] followers, [--] engagements
"@plainyogurt21 Handy but not seeing any real validation largely post hoc. Need to see a priori screening activity. (Recall a prior Centessa iteration claiming DILI db cleared them and failed like [--] month into Ph3.)"
X Link 2026-02-12T19:00Z [---] followers, [--] engagements
"@plainyogurt21 Also this doesn't obviate needing to test in animals fyi"
X Link 2026-02-12T19:00Z [---] followers, [--] engagements
"@jordixiol Unrelated but could they have picked worse at Sanofi"
X Link 2026-02-15T19:11Z [---] followers, [--] engagements
"RT @pitdesi: In [----] @dhh argued Facebook was a fantasy at $33B because it wasnt outrageously profitable with 500M users after [--] years. O"
X Link 2026-02-15T19:11Z [---] followers, [--] engagements
"RT @PaulSkallas: I wrote about this last year. GLP-1s reduce appetite for risk. Cause Anhedonia. People's personalities change. They stop d"
X Link 2026-02-15T22:43Z [---] followers, [---] engagements
"Steroid taper helping another co make their drug look good $ROIV"
X Link 2026-02-06T14:33Z [---] followers, [---] engagements
"@peter_mantas @taeyoon43334145 @ClearPath100 I'm aware but equipoise is skewed. Already a safe drug approved for Hunter and $DNLI coming so no point in approving this given potential LT AEs"
X Link 2026-02-09T23:46Z [---] followers, [---] engagements
"$NKTR should be worth more than $CRVS and $APGE "
X Link 2026-02-10T12:11Z [---] followers, [----] engagements
"@Sanctuary_Bio How's $EVMN have higher volume and mcap Seems silly given it's a tiny dataset"
X Link 2026-02-10T13:32Z [---] followers, [---] engagements
"Biotech back to funding zombies deadmen walking $STRO - No one in big pharma thinks these guys have a platform at all. Investors can be herd animals"
X Link 2026-02-10T13:36Z [---] followers, [---] engagements
"$EVMN data are a little silly bc its [--] mg/kg IV - exposure not easily replicated with subQ"
X Link 2026-02-10T20:33Z [---] followers, [---] engagements
"Could $INCY be an acquirer of $NKTR Derm focus AD sales force etc"
X Link 2026-02-11T19:27Z [---] followers, [---] engagements
"So where does $OLMA go on Roche news 125-200%+ (see below) 50-125% (see below) -50% (if negative on OS) 50% (if pos on OS ) 125-200%+ (see below) 50-125% (see below) -50% (if negative on OS) 50% (if pos on OS )"
X Link 2026-02-12T15:45Z [---] followers, [---] engagements
"Sort of hard to beat the ludicrous amounts given for PD1xVEGFs that probably fail to beat PD1 🤣 China biotech licensing boom to hit record in [----] - with global drugmakers including $NVS $MRK $ABBV and $GSK inking major agreements. $AZN $MDGL https://t.co/tq1h6Tg2mE China biotech licensing boom to hit record in [----] - with global drugmakers including $NVS $MRK $ABBV and $GSK inking major agreements. $AZN $MDGL https://t.co/tq1h6Tg2mE"
X Link 2026-02-15T15:17Z [---] followers, [---] engagements
"@bradloncar From one OK CEO to someone no major investor knows. No offense but Merck Kgaa sucks and has had near zero progress. Great work BoD"
X Link 2026-02-12T11:46Z [---] followers, [---] engagements
"@ohadhammer Left off a ton of China ones. FTO a little concerning with the post RVMD crowd"
X Link 2026-02-16T11:18Z [---] followers, [---] engagements
"@SnupSnus @a_a_free there is no real dose response (Q2W vs Q4W) with Bime so how does long acting help here"
X Link 2025-09-28T21:31Z [--] followers, [---] engagements
"@drug_smolecules Well I know you run a fund and pump on Twitter while you can so I get it. Will report it to FINRA soon enough :-)"
X Link 2025-10-22T21:00Z [--] followers, [---] engagements
"@Sanctuary_Bio Sanofi is not focused on the CV business. Try again"
X Link 2025-10-24T01:00Z [--] followers, [---] engagements
"@Prof_Oak_ yeah not sure BCMA TCE will be applicable for the masses"
X Link 2025-10-25T23:15Z [--] followers, [--] engagements
"@BigChodu Janus quite smart and the real leader out here. Not the hedge funds"
X Link 2025-10-27T02:23Z [--] followers, [--] engagements
"@houndcl $INCY is an incompetent BD group. Massive failures clueless team"
X Link 2025-10-28T20:37Z [--] followers, [---] engagements
"@PikaCapital Ha. Will never catch Argen-x keep dreaming"
X Link 2025-10-30T15:31Z [--] followers, [---] engagements
"@matthewherper Not that long ago Pfizer - Sanofi Medivation"
X Link 2025-10-30T23:37Z [--] followers, [--] engagements
"@docrodwong Uniqure has changed so many details poor job on their side. They could have done a much better job on NHS etc"
X Link 2025-11-03T14:11Z [--] followers, [----] engagements
"@amitkjolly Same clown CEO from $HGEN no thank you. Also this photo on their website is fake/AI"
X Link 2025-11-04T21:23Z [--] followers, [--] engagements
"@AscendingBio Emil is wonderful but has grown a habit of overspending"
X Link 2025-11-05T01:31Z [--] followers, [--] engagements
"@sunrgu @PikaCapital Well Ph3 better work or 9B too much. Also winds can change about vaccines and where does this stand"
X Link 2025-11-14T16:27Z [--] followers, [--] engagements
"@chuminhua432 Not competitive to JNJ"
X Link 2025-11-17T17:56Z [--] followers, [--] engagements
"@sharkbiotech Way too pumpy out there"
X Link 2025-11-20T21:45Z [--] followers, [---] engagements
"@BowTiedBiotech OK. Few have a clue about how to tackle it"
X Link 2025-11-23T13:10Z [--] followers, [--] engagements
"@RxRegA Never seen a bigger hypocrite and embicile in the same post. Also someone who is completely undeserving of such a post"
X Link 2025-11-25T19:13Z [--] followers, [---] engagements
"@fakepharmabro SubQ dosing q4w and at home option. Good night $VERA"
X Link 2025-11-25T22:43Z [--] followers, [---] engagements
"@avidresearch That's even too nice. He deserves to be fired from UCSF and stripped of his medical license. Probably thinks MMR is bad for kids and some will die bc of these clowns"
X Link 2025-11-29T20:07Z [--] followers, [--] engagements
"@BioCapAllocator @fakepharmabro ADA/nADA def weak spot flat dose also. Comm risk and furnace of cash vs behemoth Otsuka isn't good oppty for them"
X Link 2025-12-02T19:33Z [--] followers, [--] engagements
"@avidresearch Nuance here on product but bodes well for $ARWR (ALK7/ActE sirna) $IBIO (anti-ActE)"
X Link 2025-12-08T12:48Z [--] followers, [---] engagements
"@PikaCapital Roivant scrap metal"
X Link 2025-12-11T17:01Z [--] followers, [--] engagements
"@PikaCapital Yeah despite being run by the same clown that has consistently disappointed. Robin the pumper"
X Link 2025-12-16T12:57Z [--] followers, [--] engagements
"@phoenicianstrat @TheBiotechBear Hilarious. Rod dgaf collecting bags doing mutual fund holdings"
X Link 2025-12-17T15:58Z [--] followers, [--] engagements
"@shitcoSavant @PCM_bio @LifeSciVC so we go from $25B to $125B yeah not seeing it"
X Link 2025-12-21T00:54Z [--] followers, [---] engagements
"@semodough What in the world do you know about sentiment for Sanofi Doubt you've ever talked to a top5 holder"
X Link 2025-12-25T00:35Z [--] followers, [--] engagements
"@plainyogurt21 @pemulisking If 50% of mAb soaking up wrong target (& not all of it will capture both) it will perform worse. Already seen this a few times. 2nd - IL1a has no role in HS zilch. NVS BTK data make no sense/complicate it (100mg worse than 25) Some role seems possible but selection/ID tough"
X Link 2025-12-27T15:20Z [--] followers, [---] engagements
"$GLTO worth $2B+ but $PRLD hardly worth positive EV JAK2 specific has a huge market even accounting for $INCY deal + rest of pipeline"
X Link 2025-12-29T20:44Z [--] followers, [---] engagements
"@BioStocks @SpaceX @OpenAI @AnthropicAI The great tech dump crapola on the US market coming"
X Link 2026-01-02T13:33Z [--] followers, [--] engagements
"Two idiot big pharma moves - Servier x Insilico and Sanofi x Earendil"
X Link 2026-01-05T14:00Z [--] followers, [---] engagements
"@a_a_free JNJ failed fyi - wasn't stat sig. Well known out there"
X Link 2026-01-05T14:30Z [--] followers, [---] engagements
"@BioStocks Topline better than Takeda Spicy data https://www.takeda.com/newsroom/newsreleases/2025/takeda-zasocitinib-phase-3-plaque-psoriasis-data-once-daily-pill/ https://www.takeda.com/newsroom/newsreleases/2025/takeda-zasocitinib-phase-3-plaque-psoriasis-data-once-daily-pill/"
X Link 2026-01-06T12:04Z [--] followers, [---] engagements
"@monaco_biotech Yea no"
X Link 2026-01-06T12:33Z [--] followers, [--] engagements
"$IBIO anti-ActE mAb looking good $ARWR $ARWR Announces Interim Clinical Data on RNAi-based Obesity Candidates Showing Weight Loss in Obese Patients. ARO-INHBE in combination with tirzepatide achieved -9.4% weight loss at week [--] in obese patients with type [--] diabetes mellitus demonstrating an apprx two-fold $ARWR Announces Interim Clinical Data on RNAi-based Obesity Candidates Showing Weight Loss in Obese Patients. ARO-INHBE in combination with tirzepatide achieved -9.4% weight loss at week [--] in obese patients with type [--] diabetes mellitus demonstrating an apprx two-fold"
X Link 2026-01-06T12:54Z [--] followers, [---] engagements
"@_Biotech_iQ ACB of $0.39 impossible. Never been that low ever"
X Link 2026-01-07T01:08Z [--] followers, [--] engagements
"Who wants to bet they intentionally withheld the data to read out into [----] vs End of [--] Guessing their board of investors really didn't want it to stain their Q4/EOY. Zenas sputters despite Phase III win for obexelimab in IgG4 disease $ZBIO https://t.co/cpYY5dKwZJ Zenas sputters despite Phase III win for obexelimab in IgG4 disease $ZBIO https://t.co/cpYY5dKwZJ"
X Link 2026-01-07T12:20Z [--] followers, [---] engagements
"@laurenthomas @WSJ Abbvie already denying it"
X Link 2026-01-07T21:14Z [--] followers, [---] engagements
"@wallstengine LMAO - all a pump from a fake news source in France. Surprise surprise"
X Link 2026-01-12T14:37Z [--] followers, [---] engagements
"@DrPaulyDeSantis Kinda silly comment from $REGN considering how much capital theyve wasted on many silly programs"
X Link 2026-01-13T13:48Z [--] followers, [---] engagements
"@DrPaulyDeSantis Like how much have they blown in oncology 5B+ easy"
X Link 2026-01-13T15:43Z [--] followers, [--] engagements
"Atlas launches a company no one cares about. [--] of these and not unique. Also highly likely to cause ADA/ neutralizing mAbs Caldera emerges from stealth with $112.5M and an IBD bispecific from China https://t.co/nZLFFg4qTr Caldera emerges from stealth with $112.5M and an IBD bispecific from China https://t.co/nZLFFg4qTr"
X Link 2026-01-14T14:39Z [--] followers, [---] engagements
"@mbfennjr @siemionowkris How is it a big test Monster syndicate will buy 99% of it. Inside deal. These are also junky cos"
X Link 2026-01-20T02:04Z [--] followers, [--] engagements
"@BioStocks LMAO Le Pump blowing up"
X Link 2026-01-20T13:55Z [--] followers, [---] engagements
"@houndcl NKTR much better value and quality of data than CRVS"
X Link 2026-01-22T22:24Z [--] followers, [---] engagements
"@Biomaven Sanofi isn't in this space would be very expensive to build out new area. Not core to them"
X Link 2026-01-24T20:04Z [--] followers, [--] engagements
"@SnupSnus Clown team at Anaptys. Suit claims read like a child and in a vacuum"
X Link 2025-11-21T12:54Z [---] followers, [--] engagements
"@a_a_free Believe what you like but I actually work in pharma and telling you this is well known for those that know"
X Link 2026-01-05T16:32Z [--] followers, [--] engagements
"@Andre_AGTC Not sure either $AVTX or $ZURA mcaps are correct"
X Link 2026-01-11T15:16Z [---] followers, [---] engagements
"$REGN news negative for $APGE "
X Link 2026-01-12T14:36Z [--] followers, [---] engagements
"@LTbioinvestor Yea dumb valuation. No other bidders for $VTYX"
X Link 2026-01-14T18:57Z [---] followers, [--] engagements
"@Banana_Oncology Real team next gen target and much more likely to have clean safety"
X Link 2026-01-22T18:15Z [--] followers, [---] engagements
"Unproven model bullshit from someone behind $RXRX crapshow. Fucking jokers out here This is what the LLMs can do in bio. But these comp bio analyses were never going to solve biology. We actually need to train bio foundation models. For that you need differentiated DATA. This is what the LLMs can do in bio. But these comp bio analyses were never going to solve biology. We actually need to train bio foundation models. For that you need differentiated DATA"
X Link 2026-01-24T15:33Z [---] followers, [---] engagements
"Pascal just making up #'s to appease the Chinese govt. 1.3B for preclin China's CSPC Pharma(Symbol: $1093.HK) inks $1.2B peptide licensing deal with AstraZeneca(Symbol: $AZN) expanding biopharma partnership as per Investing. com. China's CSPC Pharma(Symbol: $1093.HK) inks $1.2B peptide licensing deal with AstraZeneca(Symbol: $AZN) expanding biopharma partnership as per Investing. com"
X Link 2026-01-30T02:06Z [--] followers, [--] engagements
"@bioinvestor24 Pascal and team are clueless"
X Link 2026-01-30T10:21Z [--] followers, [---] engagements
"@STL_Biotech Known executive team and board that lies/exaggerates (recall EGFR nonsense they pulled) not too long ago"
X Link 2026-02-01T21:48Z [---] followers, [---] engagements
"@BioWino monster 500K before the close"
X Link 2026-02-02T20:59Z [--] followers, [---] engagements
"Guessing $INCY may consider buying them expecting trial to enroll quick $PRLD FDA Approval Received: Prelude Therapeutics Inc announced on February [--] [----] that the FDA cleared it to begin a Phase [--] study for PRT12396 a medication targeting certain blood disorders. This is a significant event reflecting progress in their drug development efforts. $PRLD FDA Approval Received: Prelude Therapeutics Inc announced on February [--] [----] that the FDA cleared it to begin a Phase [--] study for PRT12396 a medication targeting certain blood disorders. This is a significant event reflecting progress in their"
X Link 2026-02-03T15:18Z [---] followers, [---] engagements
"@Focus_NOPAT @daphnezohar @US_FDA @DrMakaryFDA This is not compounding. This is fraudulent behavior plain and simple. FDA officers should actually be arresting $HIMS execs at this point"
X Link 2026-02-05T23:26Z [--] followers, [---] engagements
"@BioPharmaDive @BentheFidler The media would do well to use proper headlines. "Unapproved" and knockoff are not the same. They are not selling the same thing as $NVO"
X Link 2026-02-06T15:25Z [---] followers, [--] engagements
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