[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.] #  @Banana_Oncology Banana Oncology Banana Oncology posts on X about $rvmd, $pali, $kymr, $ntra the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1765846217118945280/interactions)  - X Week XXXXXX +16% - X Month XXXXXXX +36% - X Months XXXXXXX +114% - X Year XXXXXXXXX +226% ### Mentions: XX [#](/creator/twitter::1765846217118945280/posts_active)  - X Week XX -XX% - X Month XXX +21% - X Months XXX +80% - X Year XXX +100% ### Followers: XXXXX [#](/creator/twitter::1765846217118945280/followers)  - X Week XXXXX +1.70% - X Month XXXXX +14% - X Months XXXXX +88% - X Year XXXXX +162% ### CreatorRank: XXXXXXX [#](/creator/twitter::1765846217118945280/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$rvmd](/topic/$rvmd) #6, [$pali](/topic/$pali) #5, [$kymr](/topic/$kymr) #7, [$ntra](/topic/$ntra) #12, [$psnl](/topic/$psnl) #77, [market cap](/topic/market-cap) #865, [point72](/topic/point72) #14, [$janx](/topic/$janx) #11, [combo](/topic/combo) 4.17%, [guess](/topic/guess) XXXX% **Top accounts mentioned or mentioned by** [@houndcl](/creator/undefined) [@byebyegoodguy](/creator/undefined) [@bionavgator](/creator/undefined) [@financebully](/creator/undefined) [@bananaoncology](/creator/undefined) [@kingachillese](/creator/undefined) [@midwitcapital](/creator/undefined) [@heikwantrades](/creator/undefined) [@joserestonva](/creator/undefined) [@melvinriskmgmt](/creator/undefined) [@keisan_15](/creator/undefined) [@liv4thebeat](/creator/undefined) [@bigchodu](/creator/undefined) [@pharmapinksheet](/creator/undefined) [@amaymd](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@plainyogurt21](/creator/undefined) [@sanctuarybio](/creator/undefined) [@meremrtl](/creator/undefined) [@ohadhammer](/creator/undefined) **Top assets mentioned** [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Arvinas, Inc (ARVN)](/topic/$arvn) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) ### Top Social Posts Top posts by engagements in the last XX hours "$RVMD looks mad bubbly Sure KRAS mutant PDAC and NSCLC are such rare diseases with plenty of efficacious treatment options available" [X Link](https://x.com/Banana_Oncology/status/1996332176397181028) 2025-12-03T21:34Z 2669 followers, 3867 engagements "$RHHBY Diva still looks numerically better in term of PFS question would be whether $RVMD 6291+6236 combo better than Diva combo (Pembro/chemo)" [X Link](https://x.com/Banana_Oncology/status/1997302907276820748) 2025-12-06T13:51Z 2671 followers, 5296 engagements "I kinda feel like $RVMD is just bullying everyone now with their dominant RAS portfolio combining 6291/6236/9805 in different settings Almost hopeless for any other biopharma in the KRAS space" [X Link](https://x.com/Banana_Oncology/status/1981344707427909870) 2025-10-23T12:59Z 2667 followers, 7261 engagements "Also interesting to note that $BMY started 1L PDAC Ph3 with PRMT5+chemo combo Why not RMC-6236 Either overlapping tox (GI) or $RVMD isn't willing to collaborate Can anyone imagine a 1L PDAC treatment regime WITHOUT RMC-6236 in a couple years" [X Link](https://x.com/Banana_Oncology/status/1981698252492997080) 2025-10-24T12:24Z 2667 followers, 4841 engagements "Reminder $RVMD was $60+ 12m ago when they showed the immature PFS/OS of 6236 & preliminary data of 9805 in PDAC Fast forward to now 6236 PFS/OS matured 6236+chemo great safety and efficacy in 1L PDAC 9805 XX% ORR in NSCLC 6291+6236 XX% ORR in G12Ci-treated NSCLC 2L PDAC Ph3 read out in the 3m 2L NSCLC Ph3 read out in 12m FDA voucher And $RVMD is $XXXX (11b market cap) now" [X Link](https://x.com/Banana_Oncology/status/1984279602798252254) 2025-10-31T15:21Z 2671 followers, 6859 engagements "Many people speculating $RVMD as a top M&A candidate. Given the high PoS for 1L+2L PDAC and NSCLC (I think they can also win CRC with 9805 combo) I personally think there is little chance $RVMD wanna sell itself anything less than $20b That price tag will probably make most pharma hesitate. And I believe if $RVMD does get acquired the buyer has to be someone that has synergistic assets that can amplify the revenue for both the RAS inhibitors and their own internal pipelines. What can be great combo partners with RAS inhibitors - I/O - ADC - PRMT5 Anything else Now think about which pharma get" [X Link](https://x.com/Banana_Oncology/status/1997164928583545263) 2025-12-06T04:43Z 2671 followers, 6295 engagements "Initiated a long position in $DBVT for the Dec binary" [X Link](https://x.com/Banana_Oncology/status/1998039917478154705) 2025-12-08T14:40Z 2671 followers, 3369 engagements "$PALI Point72: XXX% Commodore: XXX% Deep Track: XXX% Squadron: XXX% (corrected) Perspective: 9.9%" [X Link](https://x.com/Banana_Oncology/status/1976379215185576396) 2025-10-09T20:08Z 2669 followers, 19.5K engagements "@Liv4theBeat @byebyegoodguy Well $KYMR is going to show Ph2 data in mid 2027. Even if that is positive Dupi will be off patent (2030-31) before $KYMR even commercialize 😂😂" [X Link](https://x.com/Banana_Oncology/status/1998074083989197214) 2025-12-08T16:55Z 2668 followers, XXX engagements "$RVMD I guess this secured the PDAC 1L market" [X Link](https://x.com/Banana_Oncology/status/1965873084487045520) 2025-09-10T20:20Z 2665 followers, 40.7K engagements "There is this "ADC" for UC with its PDE4 warhead validated to be efficacious by X large trials (38% delta RR to PBO) and its "target" EXCLUSIVELY "expressed" in the lower GI tract And people ain't excited about this Oh nvm Point72 just bought XXX% of $PALI in open market" [X Link](https://x.com/Banana_Oncology/status/1975714624080109915) 2025-10-08T00:07Z 2667 followers, 7658 engagements "$PALI Point72: XXX% Commodore: XXX% Deep Track: XXX% Squadron: XXX% More to come After all these 13Gs may be interesting to find out majority of the remaining floats are held by the X very smart BioX accounts 😂😂😂" [X Link](https://x.com/Banana_Oncology/status/1976021250750415035) 2025-10-08T20:25Z 2666 followers, 60.5K engagements "@houndcl People realized running out of time to get back in before their 1st positive Ph3 read out Probably amplified by all those late/commerical stage M&A recently. No doubt $RVMD is one of the best plug&play acquisition you can get" [X Link](https://x.com/Banana_Oncology/status/1990843574284410888) 2025-11-18T18:04Z 2661 followers, XXX engagements "@BigChodu @houndcl I don't think it's impossible. It's just going to be very expensive. If you read into the deal structure with RPRX it is actually very flexible that $RVMD can decide how much they wanna get from the deal (and share respective revenue)" [X Link](https://x.com/Banana_Oncology/status/1990849925953778034) 2025-11-18T18:29Z 2661 followers, XXX engagements "Agreed. Testing that with something I know a little bit better too Prompt: Make an infographic summarizing development of all Ras inhibitors by stage of development and by indications It's not perfect (e.g. obviously multiple Ph3 with $RVMD) but good enough for preliminary research IMO" [X Link](https://x.com/Banana_Oncology/status/1992080069410394135) 2025-11-22T03:57Z 2665 followers, 2784 engagements "Saw something really interesting about masked TCE. Lesson learnt from $TAK failed masked EGFR TCE due to ADA. implications on $JANX $VIR $CTMX $XLO Really great read. Credits: Fengqing Chen (from LinkedIn)" [X Link](https://x.com/Banana_Oncology/status/1992584343852929396) 2025-11-23T13:21Z 2655 followers, 18.3K engagements "$NTRA performed 202000 Signatera tests on Q3 2025 alone. Assume an average price of $2000 (conservative) per test that's $400m PER QUARTER. And that number is growing at XX% EACH QUARTER Sensitivity is key when it comes to MRD testing with increased sensitivity you will be able to (1) better detect minimal residue disease after surgery (2) detect molecular recurrence much earlier than actual clinical recurrence $PSNL Next Personal test shows significant lead time to detect cancer recurrence and progression ahead of clinical scans in various indications: CRC: 6m earlier NSCLC: 5m earlier" [X Link](https://x.com/Banana_Oncology/status/1993483582703087954) 2025-11-26T00:54Z 2662 followers, 8382 engagements "$JANX XX% drop. Are investors not happy with the durability" [X Link](https://x.com/Banana_Oncology/status/1995602387151790570) 2025-12-01T21:14Z 2664 followers, 10.3K engagements "While we are all disappointed by the $JANX XXX update does anyone know what's happening with their collaboration with $MRK Do we even know what asset it is" [X Link](https://x.com/Banana_Oncology/status/1995674936112021980) 2025-12-02T02:02Z 2664 followers, 3114 engagements "@Bionavgator $RVMD unlikely willing to be acquired prior to PDAC readout" [X Link](https://x.com/Banana_Oncology/status/1996318056780267774) 2025-12-03T20:38Z 2664 followers, 1615 engagements "Probably no one cares. But what's up with $ARVN these days 😂😂" [X Link](https://x.com/Banana_Oncology/status/1996320839541629218) 2025-12-03T20:49Z 2661 followers, 2227 engagements "@HeikwanTrades $RVMD feeling like (But I also own $NKTR & $PALI lol)" [X Link](https://x.com/Banana_Oncology/status/1996328076335018211) 2025-12-03T21:17Z 2666 followers, 1339 engagements "@financebully @KingachillesE But unfortunately I think the reluctancy of $PFE and $ARVN to commercial that drug or run a 1L trial on their own greatly dampered the valuation for Vepdeg" [X Link](https://x.com/Banana_Oncology/status/1996604068186243581) 2025-12-04T15:34Z 2655 followers, XXX engagements "@midwit_capital Does that mean $NTRA need to pay $PSNL ongoing IP fees for Signatera if they are incorporating Phase Variants" [X Link](https://x.com/Banana_Oncology/status/1996935936626524517) 2025-12-05T13:33Z 2661 followers, XXX engagements "@byebyegoodguy @midwit_capital People speculate $NTRA catching up with $PSNL with the acquisition" [X Link](https://x.com/Banana_Oncology/status/1997025859673182625) 2025-12-05T19:30Z 2667 followers, XXX engagements "@houndcl Or plot twist $RVMD starts buying IO/ADC/PRMT5 lol" [X Link](https://x.com/Banana_Oncology/status/1997173399995535643) 2025-12-06T05:16Z 2666 followers, XXX engagements "@Bionavgator Well $GMAB bought $MRUS for 8b though lol" [X Link](https://x.com/Banana_Oncology/status/1997176014561050650) 2025-12-06T05:27Z 2665 followers, XXX engagements "@midwit_capital is the real expert here. This deal does look like potentially $NTRA can get access to an assay very similar to $PSNL Next Personal. The settlement term has X tiers royalty % with higher % royalty if revenue exceeds X amount. Given Signatera's $1.6b+ annual revenue that's likely going to qualify higher % of royalty. Of course we don't really know the % here but even with 10-20% revenue that can be a non-trivial amount of royalty" [X Link](https://x.com/Banana_Oncology/status/1997025555431010591) 2025-12-05T19:29Z 2668 followers, XXX engagements "@houndcl Great idea. Will be a waste if they just toss away all those highly talented teams in $RVMD that's super delivering" [X Link](https://x.com/Banana_Oncology/status/1997172594890473949) 2025-12-06T05:13Z 2668 followers, XXX engagements "What kind of Ph1 AtD data $KYMR needs to show on Monday to justify its $4.8b market cap" [X Link](https://x.com/Banana_Oncology/status/1997393562149831014) 2025-12-06T19:51Z 2671 followers, 2494 engagements "@byebyegoodguy I have words ultra long $NKTR may be 😂" [X Link](https://x.com/Banana_Oncology/status/1998070665094561896) 2025-12-08T16:42Z 2670 followers, 1521 engagements "Is there any other more expensive biotech than $KYMR with only Ph1 data" [X Link](https://x.com/Banana_Oncology/status/1998012387052355847) 2025-12-08T12:50Z 2671 followers, 5811 engagements "Does the current $KYMR valuation mean pricing in a XX% chance that the STAT6 degrader will COMPLETELY REPLACE DUPI with this small n X weeks open label Ph1 study" [X Link](https://x.com/Banana_Oncology/status/1998092363080589471) 2025-12-08T18:08Z 2671 followers, 8138 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.]
@Banana_Oncology Banana Oncology
Banana Oncology posts on X about $rvmd, $pali, $kymr, $ntra the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +16%
- X Month XXXXXXX +36%
- X Months XXXXXXX +114%
- X Year XXXXXXXXX +226%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +21%
- X Months XXX +80%
- X Year XXX +100%
Followers: XXXXX #
- X Week XXXXX +1.70%
- X Month XXXXX +14%
- X Months XXXXX +88%
- X Year XXXXX +162%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXX% finance XXXX% currencies XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $rvmd #6, $pali #5, $kymr #7, $ntra #12, $psnl #77, market cap #865, point72 #14, $janx #11, combo 4.17%, guess XXXX%
Top accounts mentioned or mentioned by @houndcl @byebyegoodguy @bionavgator @financebully @bananaoncology @kingachillese @midwitcapital @heikwantrades @joserestonva @melvinriskmgmt @keisan_15 @liv4thebeat @bigchodu @pharmapinksheet @amaymd @hannibalspeaks @plainyogurt21 @sanctuarybio @meremrtl @ohadhammer
Top assets mentioned Revolution Medicines, Inc. Common Stock (RVMD) Kymera Therapeutics, Inc. Common Stock (KYMR) Natera, Inc. Common Stock (NTRA) Janux Therapeutics, Inc. Common Stock (JANX) Arvinas, Inc (ARVN) Bristol-Myers Squibb Co (BMY) Vir Biotechnology, Inc. Common Stock (VIR) Guardant Health, Inc. Common Stock (GH) Merck & Co., Inc. (MRK) Pfizer, Inc. (PFE) Merus N.V. Common Shares (MRUS)
Top Social Posts
Top posts by engagements in the last XX hours
"$RVMD looks mad bubbly Sure KRAS mutant PDAC and NSCLC are such rare diseases with plenty of efficacious treatment options available"
X Link 2025-12-03T21:34Z 2669 followers, 3867 engagements
"$RHHBY Diva still looks numerically better in term of PFS question would be whether $RVMD 6291+6236 combo better than Diva combo (Pembro/chemo)"
X Link 2025-12-06T13:51Z 2671 followers, 5296 engagements
"I kinda feel like $RVMD is just bullying everyone now with their dominant RAS portfolio combining 6291/6236/9805 in different settings Almost hopeless for any other biopharma in the KRAS space"
X Link 2025-10-23T12:59Z 2667 followers, 7261 engagements
"Also interesting to note that $BMY started 1L PDAC Ph3 with PRMT5+chemo combo Why not RMC-6236 Either overlapping tox (GI) or $RVMD isn't willing to collaborate Can anyone imagine a 1L PDAC treatment regime WITHOUT RMC-6236 in a couple years"
X Link 2025-10-24T12:24Z 2667 followers, 4841 engagements
"Reminder $RVMD was $60+ 12m ago when they showed the immature PFS/OS of 6236 & preliminary data of 9805 in PDAC Fast forward to now 6236 PFS/OS matured 6236+chemo great safety and efficacy in 1L PDAC 9805 XX% ORR in NSCLC 6291+6236 XX% ORR in G12Ci-treated NSCLC 2L PDAC Ph3 read out in the 3m 2L NSCLC Ph3 read out in 12m FDA voucher And $RVMD is $XXXX (11b market cap) now"
X Link 2025-10-31T15:21Z 2671 followers, 6859 engagements
"Many people speculating $RVMD as a top M&A candidate. Given the high PoS for 1L+2L PDAC and NSCLC (I think they can also win CRC with 9805 combo) I personally think there is little chance $RVMD wanna sell itself anything less than $20b That price tag will probably make most pharma hesitate. And I believe if $RVMD does get acquired the buyer has to be someone that has synergistic assets that can amplify the revenue for both the RAS inhibitors and their own internal pipelines. What can be great combo partners with RAS inhibitors - I/O - ADC - PRMT5 Anything else Now think about which pharma get"
X Link 2025-12-06T04:43Z 2671 followers, 6295 engagements
"Initiated a long position in $DBVT for the Dec binary"
X Link 2025-12-08T14:40Z 2671 followers, 3369 engagements
"$PALI Point72: XXX% Commodore: XXX% Deep Track: XXX% Squadron: XXX% (corrected) Perspective: 9.9%"
X Link 2025-10-09T20:08Z 2669 followers, 19.5K engagements
"@Liv4theBeat @byebyegoodguy Well $KYMR is going to show Ph2 data in mid 2027. Even if that is positive Dupi will be off patent (2030-31) before $KYMR even commercialize 😂😂"
X Link 2025-12-08T16:55Z 2668 followers, XXX engagements
"$RVMD I guess this secured the PDAC 1L market"
X Link 2025-09-10T20:20Z 2665 followers, 40.7K engagements
"There is this "ADC" for UC with its PDE4 warhead validated to be efficacious by X large trials (38% delta RR to PBO) and its "target" EXCLUSIVELY "expressed" in the lower GI tract And people ain't excited about this Oh nvm Point72 just bought XXX% of $PALI in open market"
X Link 2025-10-08T00:07Z 2667 followers, 7658 engagements
"$PALI Point72: XXX% Commodore: XXX% Deep Track: XXX% Squadron: XXX% More to come After all these 13Gs may be interesting to find out majority of the remaining floats are held by the X very smart BioX accounts 😂😂😂"
X Link 2025-10-08T20:25Z 2666 followers, 60.5K engagements
"@houndcl People realized running out of time to get back in before their 1st positive Ph3 read out Probably amplified by all those late/commerical stage M&A recently. No doubt $RVMD is one of the best plug&play acquisition you can get"
X Link 2025-11-18T18:04Z 2661 followers, XXX engagements
"@BigChodu @houndcl I don't think it's impossible. It's just going to be very expensive. If you read into the deal structure with RPRX it is actually very flexible that $RVMD can decide how much they wanna get from the deal (and share respective revenue)"
X Link 2025-11-18T18:29Z 2661 followers, XXX engagements
"Agreed. Testing that with something I know a little bit better too Prompt: Make an infographic summarizing development of all Ras inhibitors by stage of development and by indications It's not perfect (e.g. obviously multiple Ph3 with $RVMD) but good enough for preliminary research IMO"
X Link 2025-11-22T03:57Z 2665 followers, 2784 engagements
"Saw something really interesting about masked TCE. Lesson learnt from $TAK failed masked EGFR TCE due to ADA. implications on $JANX $VIR $CTMX $XLO Really great read. Credits: Fengqing Chen (from LinkedIn)"
X Link 2025-11-23T13:21Z 2655 followers, 18.3K engagements
"$NTRA performed 202000 Signatera tests on Q3 2025 alone. Assume an average price of $2000 (conservative) per test that's $400m PER QUARTER. And that number is growing at XX% EACH QUARTER Sensitivity is key when it comes to MRD testing with increased sensitivity you will be able to (1) better detect minimal residue disease after surgery (2) detect molecular recurrence much earlier than actual clinical recurrence $PSNL Next Personal test shows significant lead time to detect cancer recurrence and progression ahead of clinical scans in various indications: CRC: 6m earlier NSCLC: 5m earlier"
X Link 2025-11-26T00:54Z 2662 followers, 8382 engagements
"$JANX XX% drop. Are investors not happy with the durability"
X Link 2025-12-01T21:14Z 2664 followers, 10.3K engagements
"While we are all disappointed by the $JANX XXX update does anyone know what's happening with their collaboration with $MRK Do we even know what asset it is"
X Link 2025-12-02T02:02Z 2664 followers, 3114 engagements
"@Bionavgator $RVMD unlikely willing to be acquired prior to PDAC readout"
X Link 2025-12-03T20:38Z 2664 followers, 1615 engagements
"Probably no one cares. But what's up with $ARVN these days 😂😂"
X Link 2025-12-03T20:49Z 2661 followers, 2227 engagements
"@HeikwanTrades $RVMD feeling like (But I also own $NKTR & $PALI lol)"
X Link 2025-12-03T21:17Z 2666 followers, 1339 engagements
"@financebully @KingachillesE But unfortunately I think the reluctancy of $PFE and $ARVN to commercial that drug or run a 1L trial on their own greatly dampered the valuation for Vepdeg"
X Link 2025-12-04T15:34Z 2655 followers, XXX engagements
"@midwit_capital Does that mean $NTRA need to pay $PSNL ongoing IP fees for Signatera if they are incorporating Phase Variants"
X Link 2025-12-05T13:33Z 2661 followers, XXX engagements
"@byebyegoodguy @midwit_capital People speculate $NTRA catching up with $PSNL with the acquisition"
X Link 2025-12-05T19:30Z 2667 followers, XXX engagements
"@houndcl Or plot twist $RVMD starts buying IO/ADC/PRMT5 lol"
X Link 2025-12-06T05:16Z 2666 followers, XXX engagements
"@Bionavgator Well $GMAB bought $MRUS for 8b though lol"
X Link 2025-12-06T05:27Z 2665 followers, XXX engagements
"@midwit_capital is the real expert here. This deal does look like potentially $NTRA can get access to an assay very similar to $PSNL Next Personal. The settlement term has X tiers royalty % with higher % royalty if revenue exceeds X amount. Given Signatera's $1.6b+ annual revenue that's likely going to qualify higher % of royalty. Of course we don't really know the % here but even with 10-20% revenue that can be a non-trivial amount of royalty"
X Link 2025-12-05T19:29Z 2668 followers, XXX engagements
"@houndcl Great idea. Will be a waste if they just toss away all those highly talented teams in $RVMD that's super delivering"
X Link 2025-12-06T05:13Z 2668 followers, XXX engagements
"What kind of Ph1 AtD data $KYMR needs to show on Monday to justify its $4.8b market cap"
X Link 2025-12-06T19:51Z 2671 followers, 2494 engagements
"@byebyegoodguy I have words ultra long $NKTR may be 😂"
X Link 2025-12-08T16:42Z 2670 followers, 1521 engagements
"Is there any other more expensive biotech than $KYMR with only Ph1 data"
X Link 2025-12-08T12:50Z 2671 followers, 5811 engagements
"Does the current $KYMR valuation mean pricing in a XX% chance that the STAT6 degrader will COMPLETELY REPLACE DUPI with this small n X weeks open label Ph1 study"
X Link 2025-12-08T18:08Z 2671 followers, 8138 engagements