#  @Bionavgator KB KB posts on X about $abvx, $rvmd, $cytk, $asnd the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::136661488/interactions)  - [--] Week [---] +143% - [--] Month [------] -39% - [--] Months [-------] +3,112% - [--] Year [-------] +32,297% ### Mentions: [--] [#](/creator/twitter::136661488/posts_active)  - [--] Week [--] -50% - [--] Month [--] -44% - [--] Months [---] +833% - [--] Year [---] +6,000% ### Followers: [---] [#](/creator/twitter::136661488/followers)  - [--] Week [---] +0.79% - [--] Month [---] +2.90% - [--] Months [---] +172% - [--] Year [---] +129% ### CreatorRank: [---------] [#](/creator/twitter::136661488/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 39.6% [finance](/list/finance) 14.85% [technology brands](/list/technology-brands) 4.95% [cryptocurrencies](/list/cryptocurrencies) 2.97% [currencies](/list/currencies) 2.97% [countries](/list/countries) 2.97% [travel destinations](/list/travel-destinations) 0.99% **Social topic influence** [$abvx](/topic/$abvx) 15.84%, [$rvmd](/topic/$rvmd) 9.9%, [$cytk](/topic/$cytk) 9.9%, [$asnd](/topic/$asnd) 6.93%, [$lly](/topic/$lly) 6.93%, [$pali](/topic/$pali) 5.94%, [acquisition](/topic/acquisition) 5.94%, [in the](/topic/in-the) 5.94%, [$crvs](/topic/$crvs) 4.95%, [at least](/topic/at-least) 4.95% **Top accounts mentioned or mentioned by** [@seedy19tron](/creator/undefined) [@aafree](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@bananaoncology](/creator/undefined) [@houndcl](/creator/undefined) [@randinvest](/creator/undefined) [@bioinvestor24](/creator/undefined) [@rnaianalyst](/creator/undefined) [@amaymd](/creator/undefined) [@mrderivatives](/creator/undefined) [@monacobiotech](/creator/undefined) [@doepkemichel](/creator/undefined) [@maximizebelief2](/creator/undefined) [@badinvestor99](/creator/undefined) [@40](/creator/undefined) [@bigchodu](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@popescuf](/creator/undefined) [@avidresearch](/creator/undefined) [@jeremyj0916](/creator/undefined) **Top assets mentioned** [Abivax SA (ABVX)](/topic/$abvx) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Eli Lilly and Company (LLY)](/topic/$lly) [Sanofi (SNY)](/topic/sanofi) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [AbbVie Inc (ABBV)](/topic/$abbv) [PepGen Inc. (PEPG)](/topic/$pepg) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Advanced Micro Devices (AMD)](/topic/$amd) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Acumen Pharmaceuticals, Inc. (ABOS)](/topic/$abos) [Artiva Biotherapeutics, Inc. (ARTV)](/topic/$artv) [Annexon, Inc. (ANNX)](/topic/$annx) [CalciMedica, Inc. (CALC)](/topic/$calc) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Contineum Therapeutics, Inc (CTNM)](/topic/$ctnm) [Inhibikase Therapeutics, Inc. (IKT)](/topic/$ikt) [Erasca, Inc. (ERAS)](/topic/$eras) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [Evommune, Inc. (EVMN)](/topic/$evmn) [Foghorn Therapeutics Inc. (FHTX)](/topic/$fhtx) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [uniQure N.V. (QURE)](/topic/$qure) [Pfizer, Inc. (PFE)](/topic/$pfe) [SuperRare (RARE)](/topic/$rare) [Synthetify (SNY)](/topic/$sny) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Neumora Therapeutics, Inc. (NMRA)](/topic/$nmra) [Kyverna Therapeutics, Inc. (KYTX)](/topic/$kytx) [TScan Therapeutics, Inc. (TCRX)](/topic/$tcrx) [Enliven Therapeutics, Inc. (ELVN)](/topic/$elvn) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Amylyx Pharmaceuticals, Inc. (AMLX)](/topic/$amlx) ### Top Social Posts Top posts by engagements in the last [--] hours "40+ BIO tickers that are potentially multipliers in 2026/2027 tried to gather current valuation and near term catalysts. Primarily focused on 100MM and 1B MCAP if you think there are any other tickers that are exciting going into [----] you can mention. $ABOS $ACET $ANNX $ARTV $ASMB $AVTX $BBOT $CABA $CALC $CMPS $CTMX $CTNM $CYBN $ERAS $EVMN $EYPT $FATE $FBRX $FHTX $FULC $GLUE $GUTS $IKT $JSPR $KPTI $KYTX $MGNX $NGNE $NMRA $OCUL $OVID $PALI $PEPG $PRQR $QTTB $RCKT $SABS $SLDB $TCRX $TECX $TENX $TNGX $VIR $ZURA https://twitter.com/i/web/status/2005667509219766635" [X Link](https://x.com/anyuser/status/2005667509219766635) 2025-12-29T15:49Z [---] followers, [----] engagements "Now that $abbv missed the $rvmd boat two likely candidates it may acquire $nbix ( neuro synergies) $cogt (to strengthen solid tumor franchise)" [X Link](https://x.com/anyuser/status/2009396244527902927) 2026-01-08T22:46Z [---] followers, [----] engagements "@RNAiAnalyst You think close to 30% splicing correction a possibility" [X Link](https://x.com/Bionavgator/status/2011580990943346767) 2026-01-14T23:27Z [---] followers, [---] engagements "$ABOS $ACET $ANNX $ARTV $ASMB $AVTX $BBOT $CABA $CALC $CMPS $CTMX $CTNM $CYBN $ERAS $EVMN $EYPT $FATE $FBRX $FHTX $FULC $GLUE $GUTS $IKT $JSPR $KPTI $KYTX $MGNX $NGNE $NMRA $OCUL $OVID $PALI $PEPG $PRQR $QTTB $RCKT $SABS $SLDB $TCRX $TECX $TENX $TNGX $VIR $ZURA" [X Link](https://x.com/Bionavgator/status/2005794539450359953) 2025-12-30T00:14Z [---] followers, [---] engagements "@a_a_free Whats your upside case for $ocul if sol-1 is overwhelmingly positive This stock is erratic even on good news" [X Link](https://x.com/Bionavgator/status/2021336695069954256) 2026-02-10T21:33Z [---] followers, [---] engagements "@BigChodu this is a similar playbook as $crvs . expect offering to be around 53$" [X Link](https://x.com/Bionavgator/status/2021323806279684563) 2026-02-10T20:42Z [---] followers, [---] engagements "$elvn $tern - don't find a compelling reason to see a big valuation difference. both molecules are highly competitive results look similar cross trial comp atm is just noisy. almost both drugs are on the same timeline" [X Link](https://x.com/anyuser/status/2009292707617722825) 2026-01-08T15:54Z [---] followers, [----] engagements "$agio - mds/anemia p2b results should be here soon. probably next week. if it can show TI rate close to 50% then its a game changer.oral (convenience) vs other drugs infused every [--] weeks" [X Link](https://x.com/anyuser/status/2009684706871390474) 2026-01-09T17:52Z [---] followers, [---] engagements "$pepg - catalyst imminent if 5mg/kg repeat-dosing shows functional improvements with decent safety this could fly. this is a high risk binary Could see a 3-20 range Finished my LONG pepg post. Any feedback or thoughts on it are welcome https://t.co/AaWSte51cn Finished my LONG pepg post. Any feedback or thoughts on it are welcome https://t.co/AaWSte51cn" [X Link](https://x.com/anyuser/status/2010185407619838139) 2026-01-11T03:02Z [---] followers, [----] engagements "$cytk - as per my calc ACACIA readout in mid to late march vs Q2 as per company. they should already have started cleanup db lock etc" [X Link](https://x.com/anyuser/status/2012247519028244624) 2026-01-16T19:36Z [---] followers, [---] engagements "I see a similar setup with $pepg SAD data showed promise limited downside to upcoming readout since there are few more doses to test.if upcoming 5mg/kg repeat dosing starts to show functional benefits then it will be positioned to run hard.if you buy pre-data- assymteric opp if data is positive you can buy post data if data is solid similar to crvs opp. $CRVS kinda crazy that you can still make 40%+ in a single day post-data $CRVS kinda crazy that you can still make 40%+ in a single day post-data" [X Link](https://x.com/anyuser/status/2013685175838810192) 2026-01-20T18:48Z [---] followers, [----] engagements "those who wanted $rvmd to be independent with sky high mcap projections your wish is granted enjoy" [X Link](https://x.com/anyuser/status/2015585923367346398) 2026-01-26T00:41Z [---] followers, [----] engagements "now that $nktr pre-announced results what are the Investor expectations @A_May_MD" [X Link](https://x.com/Bionavgator/status/2020975969176350871) 2026-02-09T21:39Z [---] followers, [----] engagements "$nktr If the data is good they should have no problem raising 300mil.they can still tap ATM at a later point or wait for data in [----] This should get the phase [--] trials going.partnership can also be a possibility due to recent ox40 class debacle. home-run case can get this to $100 tomorrow. My expectations for tomorrow: At least 80% of folks maintain EAS75 in both q4w and q12w (high dose and mid dose cohorts) At least 80% of EASI50 folks achieving EASI75 Escape arm continues to show good rates of EAS75 and EASI100" [X Link](https://x.com/Bionavgator/status/2021014938764853741) 2026-02-10T00:14Z [---] followers, [----] engagements "$nktr 300$ mil it is. @hannibalspeaks @popescuf @avidresearch @a_a_free $nktr If the data is good they should have no problem raising 300mil.they can still tap ATM at a later point or wait for data in [----] This should get the phase [--] trials going.partnership can also be a possibility due to recent ox40 class debacle. home-run case can get this @hannibalspeaks @popescuf @avidresearch @a_a_free $nktr If the data is good they should have no problem raising 300mil.they can still tap ATM at a later point or wait for data in [----] This should get the phase [--] trials going.partnership can also be a" [X Link](https://x.com/Bionavgator/status/2021331468920946939) 2026-02-10T21:12Z [---] followers, [----] engagements "@Banana_Oncology Good timing on your buy" [X Link](https://x.com/Bionavgator/status/2022479746433798153) 2026-02-14T01:15Z [---] followers, [---] engagements "@jeremyj0916 Hope its not another $amlx story🙁" [X Link](https://x.com/Bionavgator/status/1986101443229528513) 2025-11-05T16:00Z [---] followers, [---] engagements "Adding $ovid My buy basket wish list: Small cap bio $pali [---] $ovid [---] $guts [--] $trvi [--] $lxeo [--] $ctmx [---] Midcap bio $abvx [--] $slno [--] $apls [--] $srrk [--] $nktr [--] $cytk [--] $qure [--] My buy basket wish list: Small cap bio $pali [---] $ovid [---] $guts [--] $trvi [--] $lxeo [--] $ctmx [---] Midcap bio $abvx [--] $slno [--] $apls [--] $srrk [--] $nktr [--] $cytk [--] $qure 40" [X Link](https://x.com/Bionavgator/status/1986871872986771731) 2025-11-07T19:02Z [---] followers, [----] engagements "@Mr_Derivatives $app 600c are 100xd" [X Link](https://x.com/Bionavgator/status/1986902174471954747) 2025-11-07T21:02Z [---] followers, [---] engagements "$qure - why would they preannounce earnings in a rush(3day lead vs 7day) though they have enough window available before deadline. my read through is they are meeting with FDA again this week before the formal meeting minutes. (FDA may have requested this meeting due to outside pressure)" [X Link](https://x.com/Bionavgator/status/1987543586510962872) 2025-11-09T15:31Z [---] followers, [----] engagements "$ifrx undervalued here for HS alone.novel MOA showed fantastic numbers at [--] weeks (fast acting) they need to raise $ here however mcap under 300m is a steal. remember recent BIIB partnership(with miles stones of few Billions) for a similar asset" [X Link](https://x.com/Bionavgator/status/1988281157906296942) 2025-11-11T16:22Z [---] followers, [----] engagements "@monaco_biotech - Not seen any tweets today hope you are doing well" [X Link](https://x.com/Bionavgator/status/1988666525050679385) 2025-11-12T17:53Z [---] followers, [----] engagements "@R_and_Invest $amd is next to drop" [X Link](https://x.com/Bionavgator/status/1989513688764576152) 2025-11-15T02:00Z [---] followers, [--] engagements "@R_and_Invest Openai plays are getting slaughtered orcl crwv next amd" [X Link](https://x.com/Bionavgator/status/1989556932806324278) 2025-11-15T04:51Z [---] followers, [--] engagements "@Mr_Derivatives There goes the btc dump.sentiment is too bad.there is no year end rally in either stocks or crypto(expect the iunexpected).biotech is the safe haven now" [X Link](https://x.com/Bionavgator/status/1990168469305020686) 2025-11-16T21:21Z [---] followers, [---] engagements "@monaco_biotech you are killing it😀" [X Link](https://x.com/Bionavgator/status/1991155584469479844) 2025-11-19T14:44Z [---] followers, [--] engagements "Is it going to fill the OAI gap $amd @R_and_Invest $amd is next to drop @R_and_Invest $amd is next to drop" [X Link](https://x.com/Bionavgator/status/1991888905831092430) 2025-11-21T15:18Z [---] followers, [---] engagements "Still believe we close up very good.#nasdq #dji Guess we will have [---] point runup today. Expect the unexpected. Guess we will have [---] point runup today. Expect the unexpected" [X Link](https://x.com/Bionavgator/status/1991907437670981869) 2025-11-21T16:31Z [---] followers, [---] engagements "Wouldn't it be funny if $pali is up 100% when $abvx gets bought this weekend with a premium 100%" [X Link](https://x.com/Bionavgator/status/1991986745567834293) 2025-11-21T21:47Z [---] followers, [----] engagements "$amd is toast here. $meta going with TPUs Is it going to fill the OAI gap $amd Is it going to fill the OAI gap $amd" [X Link](https://x.com/Bionavgator/status/1993316886457782768) 2025-11-25T13:52Z [---] followers, [---] engagements "Contrarian trade idea: $janx [--] puts are still cheap if the durability data disappoints stock would trade down by a lot these put could fly 3x-5x. There are lots of expectations going into [---] data ran almost 50% on the pre-data PR. If data is positive- you can buy $VIR stock after hours to minimize losses. NFA" [X Link](https://x.com/Bionavgator/status/1995540974001684796) 2025-12-01T17:10Z [---] followers, [----] engagements "$janx data "meh" orr30" [X Link](https://x.com/Bionavgator/status/1995601188260360370) 2025-12-01T21:09Z [---] followers, [----] engagements "Just closed these from 80c-3.5c $15 would be the floor for the time being $janx. Contrarian trade idea: $janx [--] puts are still cheap if the durability data disappoints stock would trade down by a lot these put could fly 3x-5x. There are lots of expectations going into [---] data ran almost 50% on the pre-data PR. If data is positive- you can buy $VIR stock Contrarian trade idea: $janx [--] puts are still cheap if the durability data disappoints stock would trade down by a lot these put could fly 3x-5x. There are lots of expectations going into [---] data ran almost 50% on the pre-data PR. If data" [X Link](https://x.com/Bionavgator/status/1995866332068544864) 2025-12-02T14:43Z [---] followers, [----] engagements "Sold this for a loss. would look to re-enter later $capr bought some @40 $capr bought some @40" [X Link](https://x.com/Bionavgator/status/1996239392642335091) 2025-12-03T15:25Z [---] followers, [---] engagements "@doepke_michel this could fit $cytk narrative too" [X Link](https://x.com/Bionavgator/status/1996298369321345455) 2025-12-03T19:19Z [---] followers, [---] engagements "@aggregategains @doepke_michel why does it have to be a french comp" [X Link](https://x.com/Bionavgator/status/1996307743775285495) 2025-12-03T19:57Z [---] followers, [--] engagements "@MaximizeBelief2 yes abbv really has to protect their core business buying $pali makes sense" [X Link](https://x.com/Bionavgator/status/1996579055760470053) 2025-12-04T13:55Z [---] followers, [---] engagements "@AaronRosenblum5 @MaximizeBelief2 Well class is proven to be effective.they can make a move early with some risk vs expensive later" [X Link](https://x.com/Bionavgator/status/1996596406472044802) 2025-12-04T15:04Z [---] followers, [---] engagements "Now that Evercore confirmed more 15B deals coming some more tickers for buyout predication $arwr - Gilead $asnd - Amgen My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO" [X Link](https://x.com/Bionavgator/status/1996668087593325036) 2025-12-04T19:49Z [---] followers, [----] engagements "@seedy19tron Sanofi csl gsk azn and may be jnj use your imagination" [X Link](https://x.com/Bionavgator/status/1997084786658267276) 2025-12-05T23:24Z [---] followers, [----] engagements "@seedy19tron @AaronRosenblum5 $rvmd is still affordable until it isn't soon" [X Link](https://x.com/Bionavgator/status/1997103579274805525) 2025-12-06T00:39Z [---] followers, [---] engagements "@seedy19tron Honestly $tern has lots to prove to establish its profile if it beats scemblix from efficacy stand point with clean tox then We can assume blue sky scenarios with 5B revs not there yet. price has to cool down a bit. IMO" [X Link](https://x.com/Bionavgator/status/1997105712619540814) 2025-12-06T00:48Z [---] followers, [---] engagements "@seedy19tron @AaronRosenblum5 Also $asnd is still cheap no competition is insight for yorvi multiple products with high rev growth could have been another insm but in wrong hands (management sucks)" [X Link](https://x.com/Bionavgator/status/1997107607576703438) 2025-12-06T00:55Z [---] followers, [---] engagements "@Banana_Oncology Till date didn't understand the gutsiness of abbv acquiring pcyc for 21b just for half of US sales. 10yrs fast forward rvmd should be acquired no less than 25B min for the TAM and whole owned assets" [X Link](https://x.com/Bionavgator/status/1997168770964488437) 2025-12-06T04:58Z [---] followers, [---] engagements "@Banana_Oncology Three names comes to mind Mrk - to fill in keytruda loe Roche- firepower to afford commercial giant in cancer therapies Azn - some synergies with ras ambition to become next decade onc power house Or may be a joint venture style acquisition.(long shot to mitigate risk)" [X Link](https://x.com/Bionavgator/status/1997171501292818892) 2025-12-06T05:09Z [---] followers, [---] engagements "@Banana_Oncology Cant or a stretch to afford Not sure bod will signoff or will be confident to make such large acquisitions given not so great ROI from high profile acqs.25B is 1/4 th of the market cap.too much risk for them" [X Link](https://x.com/Bionavgator/status/1997175015276794162) 2025-12-06T05:23Z [---] followers, [---] engagements "If $abvx gets acquired soon then abbv will be more aggressively looking for combo therapies to protect their empire. $pali would be a good choice as it is gut restricted with no addt'l tox even $jnj needs this strategy even with or without $ptgx acquisition. they both need a small molecule (non-biologic) to combine. $pali is in a good spot either way" [X Link](https://x.com/Bionavgator/status/1997490777488777574) 2025-12-07T02:18Z [---] followers, [----] engagements "Which one of these gets acquired before JPM26 Others specify in the comments $ABVX $RVMD $CYTK $COGT $ABVX $RVMD $CYTK $COGT" [X Link](https://x.com/Bionavgator/status/1998147330378436700) 2025-12-08T21:47Z [---] followers, [---] engagements "$abvx $cogt $rvmd $cytk" [X Link](https://x.com/Bionavgator/status/1998150945927225433) 2025-12-08T22:01Z [---] followers, [----] engagements "$rvmd acting like pdac results will be in before Jpm26" [X Link](https://x.com/Bionavgator/status/1998448832821211363) 2025-12-09T17:45Z [---] followers, [---] engagements "$xbi down because $pfe partnering with Chinese company.market didn't like it" [X Link](https://x.com/Bionavgator/status/1998460404658213068) 2025-12-09T18:31Z [---] followers, [----] engagements "@seedy19tron $lly stock down 10days in a row. just saying.may be market anticipating a big buyout from lilly" [X Link](https://x.com/Bionavgator/status/1998587019316875709) 2025-12-10T02:54Z [---] followers, [----] engagements "@DwightS2025 @tallnfat Interestingly $nvo price spiked around 2:45 and 3:45pm coincides with call buying" [X Link](https://x.com/Bionavgator/status/1998873735433171035) 2025-12-10T21:53Z [---] followers, [---] engagements "$rzlt if I were to guess next contra play- it is $IMNM 3$ per share cash. lots of expectations going to desmoid tumor readout to beat swtx drug. same class but expecting greater ORR and better safety.its a long shot.if the ORR or safety is underwhelming vs swtx drug this will be selling off hard.ran 5x from april lows" [X Link](https://x.com/Bionavgator/status/1999111830040404207) 2025-12-11T13:39Z [---] followers, [----] engagements "@_Biotech_iQ @houndcl @john_hersc79276 Question is does $incy has the urge to buy one of these" [X Link](https://x.com/Bionavgator/status/1999175896897630399) 2025-12-11T17:54Z [---] followers, [---] engagements "@houndcl @badinvestor99 nvs and pfe we can rule out due to recent spend.though they are leaders in gist. bayer a possibility as it had later line drug in gist Roche jnj and azn are quiet in onco space" [X Link](https://x.com/Bionavgator/status/1999235046696452311) 2025-12-11T21:49Z [---] followers, [---] engagements "$srrk all time highs today. may be a dark horse buyout" [X Link](https://x.com/Bionavgator/status/1999507745972568447) 2025-12-12T15:52Z [---] followers, [---] engagements "@given2tweet Doubt there will be a spinco since jnj might be interesed in the whole peptide platform" [X Link](https://x.com/Bionavgator/status/1999579029561552974) 2025-12-12T20:36Z [---] followers, [---] engagements "@seedy19tron $lly needs to be 100% risk averse now amid prior takeover flops in IBD before it hops on to the $abvx train. otherwise the IBD story above is intact for lly" [X Link](https://x.com/Bionavgator/status/1999678802042274204) 2025-12-13T03:12Z [---] followers, [----] engagements "One stock you can put all your wealth sleep well and expect a good payout eventually with rev growth or in case of a buyout $cogt" [X Link](https://x.com/Bionavgator/status/1999956235236565245) 2025-12-13T21:34Z [---] followers, [----] engagements "@AaronRosenblum5 @Sanctuary_Bio $rare too" [X Link](https://x.com/Bionavgator/status/2001046166188761363) 2025-12-16T21:45Z [---] followers, [---] engagements "@AaronRosenblum5 @sharkbiotech $drug $tvtx $rare comes to mind.acacia is Q2" [X Link](https://x.com/Bionavgator/status/2002047045771882899) 2025-12-19T16:03Z [---] followers, [---] engagements "$abvx $lly - another strong contender is $pfe.the bidding war is going to be nuts. tough times ahead for abbv French newspaper with some breaking news this morning $abvx US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the General Directorate of the Treasury in early December. The meeting was intended to subject a https://t.co/6oCy2kp0Gu French newspaper with some breaking news this morning $abvx US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the" [X Link](https://x.com/Bionavgator/status/2002995057469816875) 2025-12-22T06:50Z [---] followers, [----] engagements "@A_May_MD @biotech_cash @seedy19tron My hunch is $sny would want zero risk assets(if thry are bidding) given recent failures.most likely they bid for assets that they are aligned/familiar with and are commercial ready.$cytk a genuine possibility" [X Link](https://x.com/Bionavgator/status/2003128092207002050) 2025-12-22T15:38Z [---] followers, [---] engagements "In the nov earnings call they said all enrollees were dosed at-least once in cohort1 that doesn't give confidence to say they can complete dosing safety evaluation data collection etc etc in 2months(until early Jan) unless they were being conservative and wanted to surprise the street at JPM. btw whats your expectation on splicing https://twitter.com/i/web/status/2004289167254307135 https://twitter.com/i/web/status/2004289167254307135" [X Link](https://x.com/Bionavgator/status/2004289167254307135) 2025-12-25T20:32Z [---] followers, [---] engagements "@AaronRosenblum5 Yes Included qttb Immp - evaluated this felt the major catalyst weren't clear or exciting Crbp and crdf- they will need to be comeback stories to regain interest. Acrs lpcn- will have to check" [X Link](https://x.com/Bionavgator/status/2005801192555962372) 2025-12-30T00:40Z [---] followers, [---] engagements "@a_a_free Is there any upside left in $apge given safety and durability risk still exists" [X Link](https://x.com/Bionavgator/status/2007926264972345804) 2026-01-04T21:25Z [---] followers, [---] engagements "@bioinvestor24 Yes amgen is the only big pharma right now with half-hearted obesity strategy. pfizer was few months ago" [X Link](https://x.com/Bionavgator/status/2008771921589268603) 2026-01-07T05:25Z [---] followers, [---] engagements "$rvmd - Just need one of these to be acquired before JPM26 to beat betaville % My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO" [X Link](https://x.com/Bionavgator/status/2008995321356144926) 2026-01-07T20:13Z [---] followers, [---] engagements "@Banana_Oncology Certainly a low ball.was hoping at 25B.may be with a CVR attached. does this acq a tailwind for $tngx" [X Link](https://x.com/Bionavgator/status/2008997152647979517) 2026-01-07T20:20Z [---] followers, [---] engagements "@LTbioinvestor Nothing confirmed yet.abbvie denying" [X Link](https://x.com/Bionavgator/status/2009009295065796888) 2026-01-07T21:08Z [---] followers, [---] engagements "@WallStSai @HarpA70278288 @bioinvestor24 mdgl is not a fit.as its not abbv's area of focus" [X Link](https://x.com/Bionavgator/status/2009397634838991318) 2026-01-08T22:51Z [---] followers, [--] engagements "@bioinvestor24 will 2.5month mpfs delta viewed as positive I think street is expecting a 4-5month delta" [X Link](https://x.com/Bionavgator/status/2010458791389859874) 2026-01-11T21:08Z [---] followers, [----] engagements "@a_a_free @JoseRestonVA I think $idya has become a crowded trade(lots of retail).any slightest data disappointment will spook the stock price" [X Link](https://x.com/Bionavgator/status/2013703065262579745) 2026-01-20T19:59Z [---] followers, [---] engagements "@a_a_free @Banana_Oncology I doubt $prax will be acquired until all the reg hurdles are clear.not a clean story. I could be wrong" [X Link](https://x.com/Bionavgator/status/2010701539673821610) 2026-01-12T13:12Z [---] followers, [---] engagements "Whats up with $alxo doubled in [--] weeks" [X Link](https://x.com/Bionavgator/status/1974158635858051426) 2025-10-03T17:04Z [---] followers, [---] engagements "$abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space" [X Link](https://x.com/Bionavgator/status/1998952233199919166) 2025-12-11T03:05Z [---] followers, 11.1K engagements "You all missing the point there is something called neutral venue. deals most of the time are negotiated at neutral venues too.there are only two european companies $asnd $abvx that would fit the bill for lly.think about it why would llly give a hint about any company by directly flying into the city where the potentially planning to buy company is located that would make the share price to spike which would dampen the prospects of negotiation.it almost always too good to be true. so thats why I was speculating asnd. https://twitter.com/i/web/status/1999035585994875296" [X Link](https://x.com/Bionavgator/status/1999035585994875296) 2025-12-11T08:36Z [---] followers, [----] engagements "What's up with $asnd Not seeing any news. $abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space $abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space" [X Link](https://x.com/Bionavgator/status/1999135868477436011) 2025-12-11T15:15Z [---] followers, [----] engagements "@seedy19tron $asnd interesting" [X Link](https://x.com/Bionavgator/status/1999508132809015677) 2025-12-12T15:54Z [---] followers, [---] engagements "$asnd hope betaville is not reading my tweets and rehashing lol. hope it has some legs. $abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space $abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space" [X Link](https://x.com/Bionavgator/status/1999588893855768786) 2025-12-12T21:15Z [---] followers, [----] engagements "you can easily strike off $BMRN from your buyout list forever" [X Link](https://x.com/Bionavgator/status/2002013849357021675) 2025-12-19T13:51Z [---] followers, [---] engagements "$apge - Is there any upside left in this stock -crowded space -generics coming -not a new MOA -efficacy translating from small pop into p3 a -new MOAs are coming -next gen oral Jaks list goes on. stock is priced for perfection.good spot to take profits" [X Link](https://x.com/Bionavgator/status/2005738546578309408) 2025-12-29T20:31Z [---] followers, [---] engagements "$vktx $amgn - obesity knot is about to happen.just my hunch" [X Link](https://x.com/Bionavgator/status/2008753773053923400) 2026-01-07T04:13Z [---] followers, [----] engagements "$crvs Jak like efficacy(safety to be proven yet) oral pill treatment effect continues after discontinuation(disease modifying) all these numbers are in 50% of refractory population Q is - Is KYMR or APGE has any edge on any of the above what CRVS has shown so far still long way to go but CRVS may have a drug with Jak like efficacy with a better safety profile https://twitter.com/i/web/status/2013635982818508890 https://twitter.com/i/web/status/2013635982818508890" [X Link](https://x.com/Bionavgator/status/2013635982818508890) 2026-01-20T15:33Z [---] followers, [---] engagements "@houndcl @badinvestor99 FYI- Phase [--] has 400mg QD arm" [X Link](https://x.com/Bionavgator/status/2013675897069371609) 2026-01-20T18:12Z [---] followers, [---] engagements "@a_a_free Those who bought on the hopes of buyout will do a fire sale for sure.remember when abbvie said not in talks the stock went below $90 briefly" [X Link](https://x.com/Bionavgator/status/2015583611609551220) 2026-01-26T00:32Z [---] followers, [---] engagements "@AaronRosenblum5 @houndcl $crdf management - how many times they will fool investors its going to zero.whoever is buying at these levels needs to rethink" [X Link](https://x.com/Bionavgator/status/2016201472287895925) 2026-01-27T17:27Z [---] followers, [---] engagements "$Janx management is very important for a company .now EV is negative this new update is not very re-assuring $Janx - cash rich bio with no exciting near term catalysts. why is it being valued over cash $Janx - cash rich bio with no exciting near term catalysts. why is it being valued over cash" [X Link](https://x.com/Bionavgator/status/2003607569521369504) 2025-12-23T23:24Z [---] followers, [---] engagements "@a_a_free Thanks I like $orka in that group. has a lot of room to run" [X Link](https://x.com/Bionavgator/status/2007929789278216668) 2026-01-04T21:39Z [---] followers, [---] engagements "My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO" [X Link](https://x.com/anyuser/status/1996302844731736277) 2025-12-03T19:37Z [---] followers, 22.9K engagements "Hmm.$abvx $rvmd matchups are ✅ now need $cytk rumour with $sny My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO" [X Link](https://x.com/anyuser/status/2009386201615114660) 2026-01-08T22:06Z [---] followers, [----] engagements "$pali https://t.co/yqWiVF7iPz https://t.co/yqWiVF7iPz" [X Link](https://x.com/Bionavgator/status/2009640854655582265) 2026-01-09T14:58Z [---] followers, [----] engagements "I had picked $mgnx for [----]. They have a B7H3 and CAMP9 assets.if either one of these works its a multi -B company. they have tons of exp with ADCs and have major partnerships with GIlD SNY INCY etc. its extremely undervalued.My near term target is $10 and long term target is $40 . MediLink announced collaboration and licensing agreement with Roche for YL201 an ADC targeting B7H3 with YL0010014 Topo1i payload (TMALIN ADC platform). Roche previously (Jan 2024) initiated another collaboration with MediLink for YL211 (c-Met ADC with same drug-linker) https://t.co/d2wORfSLrL MediLink announced" [X Link](https://x.com/anyuser/status/2009642658776436774) 2026-01-09T15:05Z [---] followers, [----] engagements "RT @BussinBiotech: I know $OPTX has now run 300% in the last month but I have to say that I am still a buyer at these levels: https://t" [X Link](https://x.com/Bionavgator/status/2010794303279522129) 2026-01-12T19:21Z [---] followers, [--] engagements "$tvtx sounds like potential extension of pdufa" [X Link](https://x.com/anyuser/status/2010837409693384914) 2026-01-12T22:12Z [---] followers, [----] engagements "$tvtx - did we ever get a early halt for crl" [X Link](https://x.com/anyuser/status/2011132511238439179) 2026-01-13T17:45Z [---] followers, [----] engagements "$abvx don't be surprised if $lly will be in paris this week.and guess what la lettre may come back this week to defend their claims on the rumors. As their reputation at stake" [X Link](https://x.com/anyuser/status/2013084808264425940) 2026-01-19T03:03Z [---] followers, 11.1K engagements "$crvs monthly options are still cheap sell $18put and buy $24 call" [X Link](https://x.com/anyuser/status/2014071675747242102) 2026-01-21T20:24Z [---] followers, [----] engagements "$crvs $24 call in the morning was $1 sold for $2.05.that was quick $crvs monthly options are still cheap sell $18put and buy $24 call. $crvs monthly options are still cheap sell $18put and buy $24 call" [X Link](https://x.com/Bionavgator/status/2014080989614551257) 2026-01-21T21:01Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Bionavgator KB
KB posts on X about $abvx, $rvmd, $cytk, $asnd the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---] +143%
- [--] Month [------] -39%
- [--] Months [-------] +3,112%
- [--] Year [-------] +32,297%
Mentions: [--] #
- [--] Week [--] -50%
- [--] Month [--] -44%
- [--] Months [---] +833%
- [--] Year [---] +6,000%
Followers: [---] #
- [--] Week [---] +0.79%
- [--] Month [---] +2.90%
- [--] Months [---] +172%
- [--] Year [---] +129%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 39.6% finance 14.85% technology brands 4.95% cryptocurrencies 2.97% currencies 2.97% countries 2.97% travel destinations 0.99%
Social topic influence $abvx 15.84%, $rvmd 9.9%, $cytk 9.9%, $asnd 6.93%, $lly 6.93%, $pali 5.94%, acquisition 5.94%, in the 5.94%, $crvs 4.95%, at least 4.95%
Top accounts mentioned or mentioned by @seedy19tron @aafree @aaronrosenblum5 @bananaoncology @houndcl @randinvest @bioinvestor24 @rnaianalyst @amaymd @mrderivatives @monacobiotech @doepkemichel @maximizebelief2 @badinvestor99 @40 @bigchodu @hannibalspeaks @popescuf @avidresearch @jeremyj0916
Top assets mentioned Abivax SA (ABVX) Revolution Medicines, Inc. (RVMD) Cytokinetics Inc. (CYTK) Eli Lilly and Company (LLY) Sanofi (SNY) Cogent Biosciences, Inc. Common Stock (COGT) Janux Therapeutics, Inc. (JANX) BridgeBio Pharma, Inc. Common Stock (BBIO) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Fractyl Health, Inc. (GUTS) AbbVie Inc (ABBV) PepGen Inc. (PEPG) Vir Biotechnology, Inc. Common Stock (VIR) Advanced Micro Devices (AMD) Travere Therapeutics, Inc. Common Stock (TVTX) Acumen Pharmaceuticals, Inc. (ABOS) Artiva Biotherapeutics, Inc. (ARTV) Annexon, Inc. (ANNX) CalciMedica, Inc. (CALC) COMPASS Pathways plc (CMPS) Contineum Therapeutics, Inc (CTNM) Inhibikase Therapeutics, Inc. (IKT) Erasca, Inc. (ERAS) Monte Rosa Therapeutics, Inc. (GLUE) Evommune, Inc. (EVMN) Foghorn Therapeutics Inc. (FHTX) Ocular Therapeutix, Inc. (OCUL) Terns Pharmaceuticals, Inc. (TERN) Scholar Rock Holding Corporation Common Stock (SRRK) uniQure N.V. (QURE) Pfizer, Inc. (PFE) SuperRare (RARE) Synthetify (SNY) Apogee Therapeutics, Inc. (APGE) Neurocrine Biosciences, Inc. (NBIX) Neumora Therapeutics, Inc. (NMRA) Kyverna Therapeutics, Inc. (KYTX) TScan Therapeutics, Inc. (TCRX) Enliven Therapeutics, Inc. (ELVN) Agios Pharmaceuticals, Inc. (AGIO) Amylyx Pharmaceuticals, Inc. (AMLX)
Top Social Posts
Top posts by engagements in the last [--] hours
"40+ BIO tickers that are potentially multipliers in 2026/2027 tried to gather current valuation and near term catalysts. Primarily focused on 100MM and 1B MCAP if you think there are any other tickers that are exciting going into [----] you can mention. $ABOS $ACET $ANNX $ARTV $ASMB $AVTX $BBOT $CABA $CALC $CMPS $CTMX $CTNM $CYBN $ERAS $EVMN $EYPT $FATE $FBRX $FHTX $FULC $GLUE $GUTS $IKT $JSPR $KPTI $KYTX $MGNX $NGNE $NMRA $OCUL $OVID $PALI $PEPG $PRQR $QTTB $RCKT $SABS $SLDB $TCRX $TECX $TENX $TNGX $VIR $ZURA https://twitter.com/i/web/status/2005667509219766635"
X Link 2025-12-29T15:49Z [---] followers, [----] engagements
"Now that $abbv missed the $rvmd boat two likely candidates it may acquire $nbix ( neuro synergies) $cogt (to strengthen solid tumor franchise)"
X Link 2026-01-08T22:46Z [---] followers, [----] engagements
"@RNAiAnalyst You think close to 30% splicing correction a possibility"
X Link 2026-01-14T23:27Z [---] followers, [---] engagements
"$ABOS $ACET $ANNX $ARTV $ASMB $AVTX $BBOT $CABA $CALC $CMPS $CTMX $CTNM $CYBN $ERAS $EVMN $EYPT $FATE $FBRX $FHTX $FULC $GLUE $GUTS $IKT $JSPR $KPTI $KYTX $MGNX $NGNE $NMRA $OCUL $OVID $PALI $PEPG $PRQR $QTTB $RCKT $SABS $SLDB $TCRX $TECX $TENX $TNGX $VIR $ZURA"
X Link 2025-12-30T00:14Z [---] followers, [---] engagements
"@a_a_free Whats your upside case for $ocul if sol-1 is overwhelmingly positive This stock is erratic even on good news"
X Link 2026-02-10T21:33Z [---] followers, [---] engagements
"@BigChodu this is a similar playbook as $crvs . expect offering to be around 53$"
X Link 2026-02-10T20:42Z [---] followers, [---] engagements
"$elvn $tern - don't find a compelling reason to see a big valuation difference. both molecules are highly competitive results look similar cross trial comp atm is just noisy. almost both drugs are on the same timeline"
X Link 2026-01-08T15:54Z [---] followers, [----] engagements
"$agio - mds/anemia p2b results should be here soon. probably next week. if it can show TI rate close to 50% then its a game changer.oral (convenience) vs other drugs infused every [--] weeks"
X Link 2026-01-09T17:52Z [---] followers, [---] engagements
"$pepg - catalyst imminent if 5mg/kg repeat-dosing shows functional improvements with decent safety this could fly. this is a high risk binary Could see a 3-20 range Finished my LONG pepg post. Any feedback or thoughts on it are welcome https://t.co/AaWSte51cn Finished my LONG pepg post. Any feedback or thoughts on it are welcome https://t.co/AaWSte51cn"
X Link 2026-01-11T03:02Z [---] followers, [----] engagements
"$cytk - as per my calc ACACIA readout in mid to late march vs Q2 as per company. they should already have started cleanup db lock etc"
X Link 2026-01-16T19:36Z [---] followers, [---] engagements
"I see a similar setup with $pepg SAD data showed promise limited downside to upcoming readout since there are few more doses to test.if upcoming 5mg/kg repeat dosing starts to show functional benefits then it will be positioned to run hard.if you buy pre-data- assymteric opp if data is positive you can buy post data if data is solid similar to crvs opp. $CRVS kinda crazy that you can still make 40%+ in a single day post-data $CRVS kinda crazy that you can still make 40%+ in a single day post-data"
X Link 2026-01-20T18:48Z [---] followers, [----] engagements
"those who wanted $rvmd to be independent with sky high mcap projections your wish is granted enjoy"
X Link 2026-01-26T00:41Z [---] followers, [----] engagements
"now that $nktr pre-announced results what are the Investor expectations @A_May_MD"
X Link 2026-02-09T21:39Z [---] followers, [----] engagements
"$nktr If the data is good they should have no problem raising 300mil.they can still tap ATM at a later point or wait for data in [----] This should get the phase [--] trials going.partnership can also be a possibility due to recent ox40 class debacle. home-run case can get this to $100 tomorrow. My expectations for tomorrow: At least 80% of folks maintain EAS75 in both q4w and q12w (high dose and mid dose cohorts) At least 80% of EASI50 folks achieving EASI75 Escape arm continues to show good rates of EAS75 and EASI100"
X Link 2026-02-10T00:14Z [---] followers, [----] engagements
"$nktr 300$ mil it is. @hannibalspeaks @popescuf @avidresearch @a_a_free $nktr If the data is good they should have no problem raising 300mil.they can still tap ATM at a later point or wait for data in [----] This should get the phase [--] trials going.partnership can also be a possibility due to recent ox40 class debacle. home-run case can get this @hannibalspeaks @popescuf @avidresearch @a_a_free $nktr If the data is good they should have no problem raising 300mil.they can still tap ATM at a later point or wait for data in [----] This should get the phase [--] trials going.partnership can also be a"
X Link 2026-02-10T21:12Z [---] followers, [----] engagements
"@Banana_Oncology Good timing on your buy"
X Link 2026-02-14T01:15Z [---] followers, [---] engagements
"@jeremyj0916 Hope its not another $amlx story🙁"
X Link 2025-11-05T16:00Z [---] followers, [---] engagements
"Adding $ovid My buy basket wish list: Small cap bio $pali [---] $ovid [---] $guts [--] $trvi [--] $lxeo [--] $ctmx [---] Midcap bio $abvx [--] $slno [--] $apls [--] $srrk [--] $nktr [--] $cytk [--] $qure [--] My buy basket wish list: Small cap bio $pali [---] $ovid [---] $guts [--] $trvi [--] $lxeo [--] $ctmx [---] Midcap bio $abvx [--] $slno [--] $apls [--] $srrk [--] $nktr [--] $cytk [--] $qure 40"
X Link 2025-11-07T19:02Z [---] followers, [----] engagements
"@Mr_Derivatives $app 600c are 100xd"
X Link 2025-11-07T21:02Z [---] followers, [---] engagements
"$qure - why would they preannounce earnings in a rush(3day lead vs 7day) though they have enough window available before deadline. my read through is they are meeting with FDA again this week before the formal meeting minutes. (FDA may have requested this meeting due to outside pressure)"
X Link 2025-11-09T15:31Z [---] followers, [----] engagements
"$ifrx undervalued here for HS alone.novel MOA showed fantastic numbers at [--] weeks (fast acting) they need to raise $ here however mcap under 300m is a steal. remember recent BIIB partnership(with miles stones of few Billions) for a similar asset"
X Link 2025-11-11T16:22Z [---] followers, [----] engagements
"@monaco_biotech - Not seen any tweets today hope you are doing well"
X Link 2025-11-12T17:53Z [---] followers, [----] engagements
"@R_and_Invest $amd is next to drop"
X Link 2025-11-15T02:00Z [---] followers, [--] engagements
"@R_and_Invest Openai plays are getting slaughtered orcl crwv next amd"
X Link 2025-11-15T04:51Z [---] followers, [--] engagements
"@Mr_Derivatives There goes the btc dump.sentiment is too bad.there is no year end rally in either stocks or crypto(expect the iunexpected).biotech is the safe haven now"
X Link 2025-11-16T21:21Z [---] followers, [---] engagements
"@monaco_biotech you are killing it😀"
X Link 2025-11-19T14:44Z [---] followers, [--] engagements
"Is it going to fill the OAI gap $amd @R_and_Invest $amd is next to drop @R_and_Invest $amd is next to drop"
X Link 2025-11-21T15:18Z [---] followers, [---] engagements
"Still believe we close up very good.#nasdq #dji Guess we will have [---] point runup today. Expect the unexpected. Guess we will have [---] point runup today. Expect the unexpected"
X Link 2025-11-21T16:31Z [---] followers, [---] engagements
"Wouldn't it be funny if $pali is up 100% when $abvx gets bought this weekend with a premium 100%"
X Link 2025-11-21T21:47Z [---] followers, [----] engagements
"$amd is toast here. $meta going with TPUs Is it going to fill the OAI gap $amd Is it going to fill the OAI gap $amd"
X Link 2025-11-25T13:52Z [---] followers, [---] engagements
"Contrarian trade idea: $janx [--] puts are still cheap if the durability data disappoints stock would trade down by a lot these put could fly 3x-5x. There are lots of expectations going into [---] data ran almost 50% on the pre-data PR. If data is positive- you can buy $VIR stock after hours to minimize losses. NFA"
X Link 2025-12-01T17:10Z [---] followers, [----] engagements
"$janx data "meh" orr30"
X Link 2025-12-01T21:09Z [---] followers, [----] engagements
"Just closed these from 80c-3.5c $15 would be the floor for the time being $janx. Contrarian trade idea: $janx [--] puts are still cheap if the durability data disappoints stock would trade down by a lot these put could fly 3x-5x. There are lots of expectations going into [---] data ran almost 50% on the pre-data PR. If data is positive- you can buy $VIR stock Contrarian trade idea: $janx [--] puts are still cheap if the durability data disappoints stock would trade down by a lot these put could fly 3x-5x. There are lots of expectations going into [---] data ran almost 50% on the pre-data PR. If data"
X Link 2025-12-02T14:43Z [---] followers, [----] engagements
"Sold this for a loss. would look to re-enter later $capr bought some @40 $capr bought some @40"
X Link 2025-12-03T15:25Z [---] followers, [---] engagements
"@doepke_michel this could fit $cytk narrative too"
X Link 2025-12-03T19:19Z [---] followers, [---] engagements
"@aggregategains @doepke_michel why does it have to be a french comp"
X Link 2025-12-03T19:57Z [---] followers, [--] engagements
"@MaximizeBelief2 yes abbv really has to protect their core business buying $pali makes sense"
X Link 2025-12-04T13:55Z [---] followers, [---] engagements
"@AaronRosenblum5 @MaximizeBelief2 Well class is proven to be effective.they can make a move early with some risk vs expensive later"
X Link 2025-12-04T15:04Z [---] followers, [---] engagements
"Now that Evercore confirmed more 15B deals coming some more tickers for buyout predication $arwr - Gilead $asnd - Amgen My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO"
X Link 2025-12-04T19:49Z [---] followers, [----] engagements
"@seedy19tron Sanofi csl gsk azn and may be jnj use your imagination"
X Link 2025-12-05T23:24Z [---] followers, [----] engagements
"@seedy19tron @AaronRosenblum5 $rvmd is still affordable until it isn't soon"
X Link 2025-12-06T00:39Z [---] followers, [---] engagements
"@seedy19tron Honestly $tern has lots to prove to establish its profile if it beats scemblix from efficacy stand point with clean tox then We can assume blue sky scenarios with 5B revs not there yet. price has to cool down a bit. IMO"
X Link 2025-12-06T00:48Z [---] followers, [---] engagements
"@seedy19tron @AaronRosenblum5 Also $asnd is still cheap no competition is insight for yorvi multiple products with high rev growth could have been another insm but in wrong hands (management sucks)"
X Link 2025-12-06T00:55Z [---] followers, [---] engagements
"@Banana_Oncology Till date didn't understand the gutsiness of abbv acquiring pcyc for 21b just for half of US sales. 10yrs fast forward rvmd should be acquired no less than 25B min for the TAM and whole owned assets"
X Link 2025-12-06T04:58Z [---] followers, [---] engagements
"@Banana_Oncology Three names comes to mind Mrk - to fill in keytruda loe Roche- firepower to afford commercial giant in cancer therapies Azn - some synergies with ras ambition to become next decade onc power house Or may be a joint venture style acquisition.(long shot to mitigate risk)"
X Link 2025-12-06T05:09Z [---] followers, [---] engagements
"@Banana_Oncology Cant or a stretch to afford Not sure bod will signoff or will be confident to make such large acquisitions given not so great ROI from high profile acqs.25B is 1/4 th of the market cap.too much risk for them"
X Link 2025-12-06T05:23Z [---] followers, [---] engagements
"If $abvx gets acquired soon then abbv will be more aggressively looking for combo therapies to protect their empire. $pali would be a good choice as it is gut restricted with no addt'l tox even $jnj needs this strategy even with or without $ptgx acquisition. they both need a small molecule (non-biologic) to combine. $pali is in a good spot either way"
X Link 2025-12-07T02:18Z [---] followers, [----] engagements
"Which one of these gets acquired before JPM26 Others specify in the comments $ABVX $RVMD $CYTK $COGT $ABVX $RVMD $CYTK $COGT"
X Link 2025-12-08T21:47Z [---] followers, [---] engagements
"$abvx $cogt $rvmd $cytk"
X Link 2025-12-08T22:01Z [---] followers, [----] engagements
"$rvmd acting like pdac results will be in before Jpm26"
X Link 2025-12-09T17:45Z [---] followers, [---] engagements
"$xbi down because $pfe partnering with Chinese company.market didn't like it"
X Link 2025-12-09T18:31Z [---] followers, [----] engagements
"@seedy19tron $lly stock down 10days in a row. just saying.may be market anticipating a big buyout from lilly"
X Link 2025-12-10T02:54Z [---] followers, [----] engagements
"@DwightS2025 @tallnfat Interestingly $nvo price spiked around 2:45 and 3:45pm coincides with call buying"
X Link 2025-12-10T21:53Z [---] followers, [---] engagements
"$rzlt if I were to guess next contra play- it is $IMNM 3$ per share cash. lots of expectations going to desmoid tumor readout to beat swtx drug. same class but expecting greater ORR and better safety.its a long shot.if the ORR or safety is underwhelming vs swtx drug this will be selling off hard.ran 5x from april lows"
X Link 2025-12-11T13:39Z [---] followers, [----] engagements
"@_Biotech_iQ @houndcl @john_hersc79276 Question is does $incy has the urge to buy one of these"
X Link 2025-12-11T17:54Z [---] followers, [---] engagements
"@houndcl @badinvestor99 nvs and pfe we can rule out due to recent spend.though they are leaders in gist. bayer a possibility as it had later line drug in gist Roche jnj and azn are quiet in onco space"
X Link 2025-12-11T21:49Z [---] followers, [---] engagements
"$srrk all time highs today. may be a dark horse buyout"
X Link 2025-12-12T15:52Z [---] followers, [---] engagements
"@given2tweet Doubt there will be a spinco since jnj might be interesed in the whole peptide platform"
X Link 2025-12-12T20:36Z [---] followers, [---] engagements
"@seedy19tron $lly needs to be 100% risk averse now amid prior takeover flops in IBD before it hops on to the $abvx train. otherwise the IBD story above is intact for lly"
X Link 2025-12-13T03:12Z [---] followers, [----] engagements
"One stock you can put all your wealth sleep well and expect a good payout eventually with rev growth or in case of a buyout $cogt"
X Link 2025-12-13T21:34Z [---] followers, [----] engagements
"@AaronRosenblum5 @Sanctuary_Bio $rare too"
X Link 2025-12-16T21:45Z [---] followers, [---] engagements
"@AaronRosenblum5 @sharkbiotech $drug $tvtx $rare comes to mind.acacia is Q2"
X Link 2025-12-19T16:03Z [---] followers, [---] engagements
"$abvx $lly - another strong contender is $pfe.the bidding war is going to be nuts. tough times ahead for abbv French newspaper with some breaking news this morning $abvx US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the General Directorate of the Treasury in early December. The meeting was intended to subject a https://t.co/6oCy2kp0Gu French newspaper with some breaking news this morning $abvx US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the"
X Link 2025-12-22T06:50Z [---] followers, [----] engagements
"@A_May_MD @biotech_cash @seedy19tron My hunch is $sny would want zero risk assets(if thry are bidding) given recent failures.most likely they bid for assets that they are aligned/familiar with and are commercial ready.$cytk a genuine possibility"
X Link 2025-12-22T15:38Z [---] followers, [---] engagements
"In the nov earnings call they said all enrollees were dosed at-least once in cohort1 that doesn't give confidence to say they can complete dosing safety evaluation data collection etc etc in 2months(until early Jan) unless they were being conservative and wanted to surprise the street at JPM. btw whats your expectation on splicing https://twitter.com/i/web/status/2004289167254307135 https://twitter.com/i/web/status/2004289167254307135"
X Link 2025-12-25T20:32Z [---] followers, [---] engagements
"@AaronRosenblum5 Yes Included qttb Immp - evaluated this felt the major catalyst weren't clear or exciting Crbp and crdf- they will need to be comeback stories to regain interest. Acrs lpcn- will have to check"
X Link 2025-12-30T00:40Z [---] followers, [---] engagements
"@a_a_free Is there any upside left in $apge given safety and durability risk still exists"
X Link 2026-01-04T21:25Z [---] followers, [---] engagements
"@bioinvestor24 Yes amgen is the only big pharma right now with half-hearted obesity strategy. pfizer was few months ago"
X Link 2026-01-07T05:25Z [---] followers, [---] engagements
"$rvmd - Just need one of these to be acquired before JPM26 to beat betaville % My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO"
X Link 2026-01-07T20:13Z [---] followers, [---] engagements
"@Banana_Oncology Certainly a low ball.was hoping at 25B.may be with a CVR attached. does this acq a tailwind for $tngx"
X Link 2026-01-07T20:20Z [---] followers, [---] engagements
"@LTbioinvestor Nothing confirmed yet.abbvie denying"
X Link 2026-01-07T21:08Z [---] followers, [---] engagements
"@WallStSai @HarpA70278288 @bioinvestor24 mdgl is not a fit.as its not abbv's area of focus"
X Link 2026-01-08T22:51Z [---] followers, [--] engagements
"@bioinvestor24 will 2.5month mpfs delta viewed as positive I think street is expecting a 4-5month delta"
X Link 2026-01-11T21:08Z [---] followers, [----] engagements
"@a_a_free @JoseRestonVA I think $idya has become a crowded trade(lots of retail).any slightest data disappointment will spook the stock price"
X Link 2026-01-20T19:59Z [---] followers, [---] engagements
"@a_a_free @Banana_Oncology I doubt $prax will be acquired until all the reg hurdles are clear.not a clean story. I could be wrong"
X Link 2026-01-12T13:12Z [---] followers, [---] engagements
"Whats up with $alxo doubled in [--] weeks"
X Link 2025-10-03T17:04Z [---] followers, [---] engagements
"$abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space"
X Link 2025-12-11T03:05Z [---] followers, 11.1K engagements
"You all missing the point there is something called neutral venue. deals most of the time are negotiated at neutral venues too.there are only two european companies $asnd $abvx that would fit the bill for lly.think about it why would llly give a hint about any company by directly flying into the city where the potentially planning to buy company is located that would make the share price to spike which would dampen the prospects of negotiation.it almost always too good to be true. so thats why I was speculating asnd. https://twitter.com/i/web/status/1999035585994875296"
X Link 2025-12-11T08:36Z [---] followers, [----] engagements
"What's up with $asnd Not seeing any news. $abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space $abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space"
X Link 2025-12-11T15:15Z [---] followers, [----] engagements
"@seedy19tron $asnd interesting"
X Link 2025-12-12T15:54Z [---] followers, [---] engagements
"$asnd hope betaville is not reading my tweets and rehashing lol. hope it has some legs. $abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space $abvx $lly ascendis is headquartered in denmark could be $asnd too.keep it in radar as well as lly had shown interest in the past and lots of synergies too in endriconolgy/rare disease space"
X Link 2025-12-12T21:15Z [---] followers, [----] engagements
"you can easily strike off $BMRN from your buyout list forever"
X Link 2025-12-19T13:51Z [---] followers, [---] engagements
"$apge - Is there any upside left in this stock -crowded space -generics coming -not a new MOA -efficacy translating from small pop into p3 a -new MOAs are coming -next gen oral Jaks list goes on. stock is priced for perfection.good spot to take profits"
X Link 2025-12-29T20:31Z [---] followers, [---] engagements
"$vktx $amgn - obesity knot is about to happen.just my hunch"
X Link 2026-01-07T04:13Z [---] followers, [----] engagements
"$crvs Jak like efficacy(safety to be proven yet) oral pill treatment effect continues after discontinuation(disease modifying) all these numbers are in 50% of refractory population Q is - Is KYMR or APGE has any edge on any of the above what CRVS has shown so far still long way to go but CRVS may have a drug with Jak like efficacy with a better safety profile https://twitter.com/i/web/status/2013635982818508890 https://twitter.com/i/web/status/2013635982818508890"
X Link 2026-01-20T15:33Z [---] followers, [---] engagements
"@houndcl @badinvestor99 FYI- Phase [--] has 400mg QD arm"
X Link 2026-01-20T18:12Z [---] followers, [---] engagements
"@a_a_free Those who bought on the hopes of buyout will do a fire sale for sure.remember when abbvie said not in talks the stock went below $90 briefly"
X Link 2026-01-26T00:32Z [---] followers, [---] engagements
"@AaronRosenblum5 @houndcl $crdf management - how many times they will fool investors its going to zero.whoever is buying at these levels needs to rethink"
X Link 2026-01-27T17:27Z [---] followers, [---] engagements
"$Janx management is very important for a company .now EV is negative this new update is not very re-assuring $Janx - cash rich bio with no exciting near term catalysts. why is it being valued over cash $Janx - cash rich bio with no exciting near term catalysts. why is it being valued over cash"
X Link 2025-12-23T23:24Z [---] followers, [---] engagements
"@a_a_free Thanks I like $orka in that group. has a lot of room to run"
X Link 2026-01-04T21:39Z [---] followers, [---] engagements
"My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO"
X Link 2025-12-03T19:37Z [---] followers, 22.9K engagements
"Hmm.$abvx $rvmd matchups are ✅ now need $cytk rumour with $sny My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO My prediction before JPM26: At least one more 15B acquisition $cytk - Sanofi $abvx - lilly $RVMD - Merck/Roche $BBIO -AZN $MDGL - NVO"
X Link 2026-01-08T22:06Z [---] followers, [----] engagements
"$pali https://t.co/yqWiVF7iPz https://t.co/yqWiVF7iPz"
X Link 2026-01-09T14:58Z [---] followers, [----] engagements
"I had picked $mgnx for [----]. They have a B7H3 and CAMP9 assets.if either one of these works its a multi -B company. they have tons of exp with ADCs and have major partnerships with GIlD SNY INCY etc. its extremely undervalued.My near term target is $10 and long term target is $40 . MediLink announced collaboration and licensing agreement with Roche for YL201 an ADC targeting B7H3 with YL0010014 Topo1i payload (TMALIN ADC platform). Roche previously (Jan 2024) initiated another collaboration with MediLink for YL211 (c-Met ADC with same drug-linker) https://t.co/d2wORfSLrL MediLink announced"
X Link 2026-01-09T15:05Z [---] followers, [----] engagements
"RT @BussinBiotech: I know $OPTX has now run 300% in the last month but I have to say that I am still a buyer at these levels: https://t"
X Link 2026-01-12T19:21Z [---] followers, [--] engagements
"$tvtx sounds like potential extension of pdufa"
X Link 2026-01-12T22:12Z [---] followers, [----] engagements
"$tvtx - did we ever get a early halt for crl"
X Link 2026-01-13T17:45Z [---] followers, [----] engagements
"$abvx don't be surprised if $lly will be in paris this week.and guess what la lettre may come back this week to defend their claims on the rumors. As their reputation at stake"
X Link 2026-01-19T03:03Z [---] followers, 11.1K engagements
"$crvs monthly options are still cheap sell $18put and buy $24 call"
X Link 2026-01-21T20:24Z [---] followers, [----] engagements
"$crvs $24 call in the morning was $1 sold for $2.05.that was quick $crvs monthly options are still cheap sell $18put and buy $24 call. $crvs monthly options are still cheap sell $18put and buy $24 call"
X Link 2026-01-21T21:01Z [---] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing