#  @Biotenic Biotenic Biotenic posts on X about data, $atyr, shorts, $galt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1374091861871169537/interactions)  - [--] Week [------] +333% - [--] Month [------] -76% - [--] Months [---------] +234% - [--] Year [---------] +846% ### Mentions: [--] [#](/creator/twitter::1374091861871169537/posts_active)  - [--] Week [--] +12% - [--] Month [--] -15% - [--] Months [---] +39% - [--] Year [---] +113% ### Followers: [-----] [#](/creator/twitter::1374091861871169537/followers)  - [--] Week [-----] +0.15% - [--] Month [-----] +1.70% - [--] Months [-----] +62% - [--] Year [-----] +114% ### CreatorRank: [---------] [#](/creator/twitter::1374091861871169537/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 28.71% [finance](/list/finance) 10.89% [countries](/list/countries) 0.99% [social networks](/list/social-networks) 0.99% [currencies](/list/currencies) 0.99% [cryptocurrencies](/list/cryptocurrencies) 0.99% **Social topic influence** [data](/topic/data) 7.92%, [$atyr](/topic/$atyr) 7.92%, [shorts](/topic/shorts) 5.94%, [$galt](/topic/$galt) 4.95%, [$capr](/topic/$capr) 4.95%, [money](/topic/money) 3.96%, [events](/topic/events) 3.96%, [in the](/topic/in-the) 3.96%, [to the](/topic/to-the) 3.96%, [quick](/topic/quick) 2.97% **Top accounts mentioned or mentioned by** [@plainyogurt21](/creator/undefined) [@sanctuarybio](/creator/undefined) [@vulpescap](/creator/undefined) [@msollender](/creator/undefined) [@_financeken](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@avidresearch](/creator/undefined) [@pawcio2009](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@snakinglol](/creator/undefined) [@mtheory11bio](/creator/undefined) [@west0cap](/creator/undefined) [@gb21067283](/creator/undefined) [@craigster771](/creator/undefined) [@persimmonti](/creator/undefined) [@rnaianalyst](/creator/undefined) [@logicalthesis](/creator/undefined) [@mroliverbarnes](/creator/undefined) [@financialtimes](/creator/undefined) [@jfkamerica](/creator/undefined) **Top assets mentioned** [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Annexon, Inc. (ANNX)](/topic/$annx) [GH Research PLC (GHRS)](/topic/$ghrs) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Inhibrx, Inc. (INBX)](/topic/$inbx) [Icosavax, Inc. (ICVX)](/topic/$icvx) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Biomea Fusion, Inc. (BMEA)](/topic/$bmea) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Tourmaline Bio, Inc. (TRML)](/topic/$trml) [4D Molecular Therapeutics Inc. (FDMT)](/topic/$fdmt) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [PMV Pharmaceuticals, Inc. (PMVP)](/topic/$pmvp) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Evommune, Inc. (EVMN)](/topic/$evmn) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Aardvark Therapeutics, Inc (AARD)](/topic/$aard) [Reata Pharmaceuticals, Inc. Class A Common Stock (RETA)](/topic/$reta) [Rapport Therapeutics, Inc. (RAPP)](/topic/$rapp) [Alumis Inc. (ALMS)](/topic/$alms) [ACELYRIN, Inc. (SLRN)](/topic/$slrn) [LAVA Therapeutics BV (LVTX)](/topic/$lvtx) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) ### Top Social Posts Top posts by engagements in the last [--] hours "$GHRS GH Research Announces FDA Lifts Clinical Hold on GH001 https://investor.ghres.com/news-releases/news-release-details/gh-research-announces-fda-lifts-clinical-hold-gh001-clearing https://investor.ghres.com/news-releases/news-release-details/gh-research-announces-fda-lifts-clinical-hold-gh001-clearing" [X Link](https://x.com/Biotenic/status/2008147444824191094) 2026-01-05T12:03Z [----] followers, [----] engagements "$TRVI $TRML" [X Link](https://x.com/Biotenic/status/1965873212476240166) 2025-09-10T20:21Z [----] followers, [----] engagements "Why is $FDMT up 25% on a competitor takeunder who was out of money They needed a bridge loan just to get to EOY closing" [X Link](https://x.com/Biotenic/status/1981751066547880146) 2025-10-24T15:54Z [----] followers, [----] engagements "As a reminder if anyone is looking for [----] biotech catalyst lists you can find one here Quick preview for next year posted. [----] catalyst sheet with 400+ events is linked at the bottom. But here is what the Q1 slate looks like https://t.co/0DhMytqKK5 https://t.co/kSFc0ZCyce Quick preview for next year posted. [----] catalyst sheet with 400+ events is linked at the bottom. But here is what the Q1 slate looks like https://t.co/0DhMytqKK5 https://t.co/kSFc0ZCyce" [X Link](https://x.com/Biotenic/status/2007933773921566992) 2026-01-04T21:54Z [----] followers, 34.2K engagements "$ZBIO Zenas BioPharma Announces Positive Results from Phase [--] INDIGO Registrational Trial of Obexelimab in Immunoglobulin G4-Related Disease 56% flare reduction 🤮 https://investors.zenasbio.com/news-releases/news-release-details/zenas-biopharma-announces-positive-results-phase-3-indigo https://investors.zenasbio.com/news-releases/news-release-details/zenas-biopharma-announces-positive-results-phase-3-indigo" [X Link](https://x.com/Biotenic/status/2008148431290904746) 2026-01-05T12:07Z [----] followers, [----] engagements "What is the point of both spinning the data AND replacing the CEO How does that work from an optics POV at all $CRDF" [X Link](https://x.com/Biotenic/status/2016136726545084539) 2026-01-27T13:10Z [----] followers, [----] engagements "@Sanctuary_Bio Still rattled from finally getting around to Bugonia" [X Link](https://x.com/Biotenic/status/2019150158110343443) 2026-02-04T20:44Z [----] followers, [----] engagements "I think people on here are underestimating $TBPH downside. Remember the valuation issues $MACK had And that was with trial hitting and an equally or even clearer path to monetization. I think positioning doesnt favor longs and this type of thing doesnt get the strongest bid" [X Link](https://x.com/Biotenic/status/2020952527009874395) 2026-02-09T20:06Z [----] followers, [----] engagements "$PMVP Could be interesting. Interim analysis mid-year. If they miss so bad that they do RIF/strategic alts stock up. Surprise + data stock up. Middling result where they continue on it's already trading at less than half of cash. Middling result but Tang shows up stock up" [X Link](https://x.com/anyuser/status/1940426588182491510) 2025-07-02T15:05Z [----] followers, 16K engagements "Feels timely to update this M&A rumor accuracy research with the $PTGX $JNJ rumor WSJ is still king https://open.substack.com/pub/biotenic/p/biotech-m-and-a-rumor-accuracy-analysisr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true This work brought to you by $TARS DM discussion: Who and how much should you trust re: Biotech M&A rumors I found the data quite surprising. If I missed any rumors (1/01/23 cutoff) let me know and I will add it but this should be a pretty good look at the last [--] calendar yrs. https://t.co/kc56G6yfM8" [X Link](https://x.com/anyuser/status/1976698183917940806) 2025-10-10T17:15Z [----] followers, 39K engagements "What is $ANNX up on" [X Link](https://x.com/Biotenic/status/2016573121734541650) 2026-01-28T18:04Z [----] followers, [----] engagements "@avidresearch @Vulpescap @pawcio2009 larger n ph3 shows a similar-ish mean PVR reduction across class II and III pts" [X Link](https://x.com/Biotenic/status/2019134182396662168) 2026-02-04T19:41Z [----] followers, [---] engagements "$EVMN has traded at a higher EV today than $NKTR did yesterday. The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is also the only drug with both a unique MoA https://t.co/uC0hpiGYIH The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is" [X Link](https://x.com/Biotenic/status/2021234838590619991) 2026-02-10T14:48Z [----] followers, [----] engagements "$ANNX Vinay Prasad: "Your control arm does not reflect the best-available standard of care in the United States at the time of the study. The FDA completely refused to review Modernas influenza vaccine -- in a letter signed personally by Vinay Prasad. (That's unusual -- it would usually come from a lower-level official.) The quotes here are. quite a thing. Vinay Prasad: "Your control arm does not reflect the The FDA completely refused to review Modernas influenza vaccine -- in a letter signed personally by Vinay Prasad. (That's unusual -- it would usually come from a lower-level official.)" [X Link](https://x.com/Biotenic/status/2021593311136350282) 2026-02-11T14:32Z [----] followers, [----] engagements "$IRON That first bullet is a very generous interpretation of that CRL" [X Link](https://x.com/Biotenic/status/2022415168265949686) 2026-02-13T20:58Z [----] followers, [----] engagements "$GALT failed. And no high dose data given. Stock will do what it will do but what it should do is go to zero" [X Link](https://x.com/Biotenic/status/1870095464999334333) 2024-12-20T13:14Z [----] followers, [----] engagements "I expect this $INMB data to disappoint. I think the company was very selective with ph1 data disclosure and that ph2 has a clearly defined bar they are unlikely to meet. The company has very little cash and will be in a bad position should the trial fail" [X Link](https://x.com/Biotenic/status/1886493932860923986) 2025-02-03T19:16Z [----] followers, [----] engagements "Shocks me biotech investors get excited by buyouts. Congrats. You took a major risk on a company that could do 500% over the next [--] years and sold it for a crappy 65% gain. Shocks me biotech investors get excited by buyouts. Congrats. You took a major risk on a company that could do 500% over the next [--] years and sold it for a crappy 65% gain" [X Link](https://x.com/Biotenic/status/1897308505922773045) 2025-03-05T15:29Z [----] followers, 11.8K engagements "Trying a $10/mo tier really to incentivize myself to write more. Discussed in the article but future writing should still be single stock reports plus some short-form ideas to return value as best I can. Also added my catalyst sheet to the paid version https://open.substack.com/pub/biotenic/p/highlighting-important-2h-catalystsr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/highlighting-important-2h-catalystsr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/Biotenic/status/1929980957488230512) 2025-06-03T19:18Z [----] followers, 14.6K engagements "How are you as a small cap biotech finding room in the budget for this in [----] $VNDA" [X Link](https://x.com/Biotenic/status/1937328314189803678) 2025-06-24T01:53Z [----] followers, [----] engagements "You can read about my thinking here: https://open.substack.com/pub/biotenic/p/vyne-therapeutics-ph2b-vitiligo-datar=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/vyne-therapeutics-ph2b-vitiligo-datar=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1938284238521913479) 2025-06-26T17:12Z [----] followers, [----] engagements "hahahahahaha" [X Link](https://x.com/Biotenic/status/1938632942437171620) 2025-06-27T16:18Z [----] followers, [----] engagements "Getting to the right answer quickly: Bad. Too much time left in the day. Get bored. Getting to the wrong answer slowly: Good. Less time to work on your other ideas. In case they're worse. @Sanctuary_Bio @AaronRosenblum5 @SnakingLOL @Biotenic Definitely sounds like a strategy that will work consistently @Sanctuary_Bio @AaronRosenblum5 @SnakingLOL @Biotenic Definitely sounds like a strategy that will work consistently" [X Link](https://x.com/Biotenic/status/1939726035181772880) 2025-06-30T16:41Z [----] followers, [----] engagements "this is actually so funny. there's a very active reddit page dedicated to $ATYR AI slop and business school buzzwords @mtheory11bio @West0_Cap The smart money congregates here: https://t.co/vTIqoRdeqj @mtheory11bio @West0_Cap The smart money congregates here: https://t.co/vTIqoRdeqj" [X Link](https://x.com/anyuser/status/1948798161939824900) 2025-07-25T17:31Z [----] followers, [----] engagements "@Gb21067283 This is presumably just a product of me finding consensus shorts and usually writing about them on the earlier side" [X Link](https://x.com/Biotenic/status/1950227868283543630) 2025-07-29T16:12Z [----] followers, [---] engagements "might be late to the party but uh. what the fuck" [X Link](https://x.com/Biotenic/status/1950297263395176671) 2025-07-29T20:47Z [----] followers, 13.7K engagements "Nice write up if anyone is interested in getting ahead on items for next year $AARD Aardvark Therapeutics A New IPO With Terrible Science and a Pivotal Trial Destined to Fail https://t.co/HDYdrHD26O $AARD Aardvark Therapeutics A New IPO With Terrible Science and a Pivotal Trial Destined to Fail https://t.co/HDYdrHD26O" [X Link](https://x.com/Biotenic/status/1956041668165017854) 2025-08-14T17:14Z [----] followers, 10.1K engagements "The thing that always made $AVXL scary was that they would tell you p=0.0001 with a straight face. If they arent going to that length anymore Terrible spin job of the $AVXL Schizo data - no p values or any quantitative info provided beyond positive trends lmao. Looks like Missling isnt as bold as he used to be. Anyway the path for the EMA short is clear now no more additional spin risk to worry about. Terrible spin job of the $AVXL Schizo data - no p values or any quantitative info provided beyond positive trends lmao. Looks like Missling isnt as bold as he used to be. Anyway the path for the" [X Link](https://x.com/Biotenic/status/1973779678608646610) 2025-10-02T15:58Z [----] followers, [----] engagements "how close to the top does this happen" [X Link](https://x.com/Biotenic/status/1980716104625348628) 2025-10-21T19:21Z [----] followers, [----] engagements "New article coming this week Started $VTGN position today based on the idea: 1) $100mm MC in massive and basically untapped SAD market 2) Fasendiol unique MoA intranasal non-addictive 3) Has two shots on goal (Palisade [--] and 4) for potential approval submission in [----] https://t.co/FhsLAQhv3h Started $VTGN position today based on the idea: 1) $100mm MC in massive and basically untapped SAD market 2) Fasendiol unique MoA intranasal non-addictive 3) Has two shots on goal (Palisade [--] and 4) for potential approval submission in [----] https://t.co/FhsLAQhv3h" [X Link](https://x.com/Biotenic/status/1981016659918999808) 2025-10-22T15:15Z [----] followers, [----] engagements "Or at least one patient $ntla shorts assuming 100s of Intellia employees just going to lie down and die. $ntla shorts assuming 100s of Intellia employees just going to lie down and die" [X Link](https://x.com/Biotenic/status/1983899205023248743) 2025-10-30T14:10Z [----] followers, [----] engagements "Theyre totally for sure selling the company though guys dont worry its all good $INBX" [X Link](https://x.com/anyuser/status/1986418609309077840) 2025-11-06T13:01Z [----] followers, [----] engagements "that's cool. after thorough review I present my $AVXL model:" [X Link](https://x.com/Biotenic/status/1987888309071397120) 2025-11-10T14:21Z [----] followers, 16.7K engagements "So the $CAPR data is further delayed (new old)" [X Link](https://x.com/anyuser/status/1987991606390051015) 2025-11-10T21:11Z [----] followers, 16.2K engagements "$CKPT 30m mcap with an early Jan PDUFA date and not enough cash to get there as of now. Is running one single arm entirely ex-US trial for not an unmet need going to be a major review issue It's just a copycat PD-1 so in theory it's harmless but at the same time. come on" [X Link](https://x.com/Biotenic/status/1706371389236687164) 2023-09-25T18:13Z [----] followers, [----] engagements "$ICVX sooo where is the enrollment population for an RSV ph3 going to come from any takers and how is that going to be funded if the stock doesn't trade materially up" [X Link](https://x.com/Biotenic/status/1721991639810322728) 2023-11-07T20:42Z [----] followers, [----] engagements "$ICVX has run multiple immunogenicity studies that underperform against currently approved options in terms of both GMFR and nAb titer counts. Their monovalent data also calls into question the validity of their seasonality argument. GMFRs similar to bivalent w/ normal baselines" [X Link](https://x.com/Biotenic/status/1734319150644830364) 2023-12-11T21:08Z [----] followers, [----] engagements "$APLT $RETA" [X Link](https://x.com/Biotenic/status/1836374225260540283) 2024-09-18T11:58Z [----] followers, [----] engagements "@plainyogurt21 Who gets paid when this happens https://investors.biomeafusion.com/news-releases/news-release-details/biomea-fusion-announces-positive-topline-results-ongoing-phase https://investors.biomeafusion.com/news-releases/news-release-details/biomea-fusion-announces-positive-topline-results-ongoing-phase" [X Link](https://x.com/Biotenic/status/1878585157214679290) 2025-01-12T23:29Z [----] followers, [---] engagements "Rapport $RAPP My name evokes a sense of trust Thus reading filings is not a must Surprised I'm on clinical hold Actually twice so I'm told This could conjure great discord A certain backlash from the horde Not the harmony slogan shown Especially if tox is the overtone 🧠 My name evokes a sense of trust Thus reading filings is not a must Surprised I'm on clinical hold Actually twice so I'm told This could conjure great discord A certain backlash from the horde Not the harmony slogan shown Especially if tox is the overtone 🧠" [X Link](https://x.com/Biotenic/status/1889779716892102767) 2025-02-12T20:52Z [----] followers, [----] engagements "$ALMS $SLRN Whats 48% of 0" [X Link](https://x.com/Biotenic/status/1914280896942805372) 2025-04-21T11:31Z [----] followers, [----] engagements "$LVTX This is really interesting to me. This is A LOT more upside than youd usually get out of these deals. Seeing how some of the larger CVR deals have traded recently I almost wonder if it wouldve traded higher if the milestone amounts had been more explicitly reiterated ha $LVTX the CVR trades at [--] mln$. Just look at the license deals with PFE (formerly SGEN) and JNJ. Both assets being brought forward and they have a third wholly owned. Very long runtime for the CVR. The CVR part can be a legit 10-50X here (biotech probabilities my friends). $JNJ https://t.co/Cno7v2bpPf $LVTX the CVR" [X Link](https://x.com/Biotenic/status/1952448456943186161) 2025-08-04T19:16Z [----] followers, [----] engagements "$CRDF The ns finally got large enough that they had to resort to subgrouping by chemo backbone to find something in the data. That always ends well One cool thing about $CRDF ORRs is that they perpetually go down over time https://t.co/TkaKxTRyu8 https://t.co/SdmEgGUzML One cool thing about $CRDF ORRs is that they perpetually go down over time https://t.co/TkaKxTRyu8 https://t.co/SdmEgGUzML" [X Link](https://x.com/Biotenic/status/2016126809490805070) 2026-01-27T12:31Z [----] followers, [----] engagements "$ORTX CVR will be paying out https://www.fda.gov/news-events/press-announcements/fda-approves-first-gene-therapy-children-metachromatic-leukodystrophy https://www.fda.gov/news-events/press-announcements/fda-approves-first-gene-therapy-children-metachromatic-leukodystrophy" [X Link](https://x.com/Biotenic/status/1769803492590289134) 2024-03-18T19:10Z [----] followers, [----] engagements "$PGEN Approved https://www.fda.gov/news-events/press-announcements/fda-approves-first-immunotherapy-recurrent-respiratory-papillomatosis https://www.fda.gov/news-events/press-announcements/fda-approves-first-immunotherapy-recurrent-respiratory-papillomatosis" [X Link](https://x.com/anyuser/status/1956121232065355929) 2025-08-14T22:30Z [----] followers, 42.9K engagements "$mirm $albo doing a giant thought dump on overall views and latest developments now that all data is out and that financial pictures have recently changed. Lot of this is self-generated but some is other takes that I like and hijacked so if you said it to me feel free to claim" [X Link](https://x.com/Biotenic/status/1584601294240550912) 2022-10-24T17:42Z [----] followers, [--] engagements "Many [----] 1H/1Q events in no particular order. Some matter. some don't $XBI" [X Link](https://x.com/anyuser/status/1731786794000138281) 2023-12-04T21:25Z [----] followers, [----] engagements "Thou shall go long anything open-label that gets pulled forward $JANX New biotech commandment: thou shalt not use a commercial bear thesis for a drug reporting P2 results . New biotech commandment: thou shalt not use a commercial bear thesis for a drug reporting P2 results " [X Link](https://x.com/Biotenic/status/1762232441249423732) 2024-02-26T21:45Z [----] followers, 20.3K engagements "$CTMX has pulled forward their open-label EGFRxCD3 TCE data from 2H to May 8th Thou shall go long anything open-label that gets pulled forward $JANX Thou shall go long anything open-label that gets pulled forward $JANX" [X Link](https://x.com/Biotenic/status/1785652976029176211) 2024-05-01T12:50Z [----] followers, 20.4K engagements "Plenty to do in Q4 still but getting ahead on my [----] catalyst list here. Including a section for some events that dont seem to have concrete timing" [X Link](https://x.com/Biotenic/status/1834646050092511732) 2024-09-13T17:31Z [----] followers, [----] engagements "@MSollender" [X Link](https://x.com/Biotenic/status/1836417174723821925) 2024-09-18T14:49Z [----] followers, [----] engagements "I wanted to put my thoughts on $GALT in writing before data this month but I've had this circled on my calendar for a while. I think it's one of the easiest shorts I've had. https://open.substack.com/pub/biotenic/p/galt-short-ph2b-navigate-data-decemberr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/galt-short-ph2b-navigate-data-decemberr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/Biotenic/status/1864376756473344508) 2024-12-04T18:30Z [----] followers, [----] engagements "Iconic @Biotenic Ooo they mentioned yah https://t.co/q7rEaUMeZr @Biotenic Ooo they mentioned yah https://t.co/q7rEaUMeZr" [X Link](https://x.com/Biotenic/status/1868638440331547003) 2024-12-16T12:44Z [----] followers, [----] engagements "$GALT Also I guess this is where I bump my substack but I don't care for that. For me it's about building a track record because I want to work for a fund. I guess I'll say that after the holidays if you're hiring or know someone who is please reach out and I'd love to chat" [X Link](https://x.com/Biotenic/status/1870190825918926885) 2024-12-20T19:33Z [----] followers, 34.6K engagements "I think there's an abundance of interesting smaller cap readouts next year with atypically high upside and/or POS that are worth a look over the coming weeks and months" [X Link](https://x.com/anyuser/status/1872341808556249369) 2024-12-26T18:00Z [----] followers, 16K engagements "RCT's that I expect to fail in the next couple of months: $ANAB (both readouts) $BMEA T2D $CRDF CRC $CADL Prostate cancer $CRVO LBD $GALT NASH $NMRA MDD SAVA Alz $SLS AML $SYRS MDS Happy to swap notes and/or thoughts on structure. Some of these are more of a pain than others. RCT's that I expect to fail in the next couple of months: $ANAB (both readouts) $BMEA T2D $CRDF CRC $CADL Prostate cancer $CRVO LBD $GALT NASH $NMRA MDD SAVA Alz $SLS AML $SYRS MDS Happy to swap notes and/or thoughts on structure. Some of these are more of a pain than others" [X Link](https://x.com/Biotenic/status/1874816103219921343) 2025-01-02T13:52Z [----] followers, [----] engagements "Is it too late to try to become a meme coin analyst instead" [X Link](https://x.com/Biotenic/status/1881117765601562807) 2025-01-19T23:13Z [----] followers, [----] engagements "At [--] hours no less $GHRS @MSollender $ghrs [--] points kicks the stuffing out of $1B (estimated) ketamine (4 🤣🤣) https://t.co/NtbY3OKF6r @MSollender $ghrs [--] points kicks the stuffing out of $1B (estimated) ketamine (4 🤣🤣) https://t.co/NtbY3OKF6r" [X Link](https://x.com/Biotenic/status/1886395187942863199) 2025-02-03T12:43Z [----] followers, [----] engagements "There's a lot of negative EV stocks right now. Some of them are pretty interesting Put together some quick thoughts on a few catalyst setups that could make sense from here $FULC $ANNX $NKTR $VTYX https://open.substack.com/pub/biotenic/p/negative-ev-stocksr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/negative-ev-stocksr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1890125733101703537) 2025-02-13T19:47Z [----] followers, [----] engagements "I think this $ATYR trial is pretty risky and that people are looking at the POC data with rose-colored glasses I wrote about it here https://open.substack.com/pub/biotenic/p/atyr-ph3-pulmonary-sarcoidosis-rctr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/atyr-ph3-pulmonary-sarcoidosis-rctr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/Biotenic/status/1892963803404386723) 2025-02-21T15:45Z [----] followers, 14.3K engagements "$BMEA frame it" [X Link](https://x.com/Biotenic/status/1904688978856731043) 2025-03-26T00:16Z [----] followers, [----] engagements "I think way too early to have fully formed regulatory takes but is it crazy to think that if the gene tx bar was raised that could potentially somewhat counter-intuitively *insulate* $SRPT s position" [X Link](https://x.com/anyuser/status/1906708108077887733) 2025-03-31T14:00Z [----] followers, [----] engagements "Lotta red #analysis" [X Link](https://x.com/Biotenic/status/1906799506672238675) 2025-03-31T20:03Z [----] followers, [----] engagements "Whatevers happening doesnt count if Im not paying attention right" [X Link](https://x.com/Biotenic/status/1908235262955839566) 2025-04-04T19:08Z [----] followers, [----] engagements "Hear me out" [X Link](https://x.com/Biotenic/status/1913267706553401634) 2025-04-18T16:25Z [----] followers, [----] engagements "I'd probably look a lot cooler if I had published this on Monday or Tuesday but I like $VYNE" [X Link](https://x.com/anyuser/status/1938284235036438933) 2025-06-26T17:12Z [----] followers, [----] engagements "anders you should check out $atyr I think youll really like that one @Biotenic 😂 @biotenic the smuggest of them all @Biotenic 😂 @biotenic the smuggest of them all" [X Link](https://x.com/Biotenic/status/1939669114731053139) 2025-06-30T12:55Z [----] followers, [----] engagements "Alright back to business. Happy Q3 Sort of beating a dead horse here but I don't like $CAPR heading into the PDUFA this quarter. I think timing/how it trades/best structure is a conversation worth having but I don't think there's much to it beyond that" [X Link](https://x.com/Biotenic/status/1940106106204037130) 2025-07-01T17:51Z [----] followers, [----] engagements "Reading infliximab papers at 6:30 EST on the 4th of July is peak hater behavior Reminder nothing works in Pulmonary Sarcoidosis 😵💫 $ATYR https://t.co/V8CzZShS2z Reminder nothing works in Pulmonary Sarcoidosis 😵💫 $ATYR https://t.co/V8CzZShS2z" [X Link](https://x.com/Biotenic/status/1941282296109334759) 2025-07-04T23:45Z [----] followers, [----] engagements "$CAPR CRL https://www.capricor.com/investors/news-events/press-releases/detail/319/capricor-therapeutics-provides-regulatory-update-on https://www.capricor.com/investors/news-events/press-releases/detail/319/capricor-therapeutics-provides-regulatory-update-on" [X Link](https://x.com/anyuser/status/1943644309720367225) 2025-07-11T12:11Z [----] followers, 13.9K engagements "am i the only person in the world with access to this information $CAPR CRL https://t.co/yD5UPywHG6 $CAPR CRL https://t.co/yD5UPywHG6" [X Link](https://x.com/Biotenic/status/1943668220096835801) 2025-07-11T13:46Z [----] followers, [----] engagements "if this is interesting to you definitely dont check the $ATYR september $3 puts today then $ATYR BIG BULLISH OUT OF THE MONEY $11.00 CALLS BEING BOUGHT WAY WAY WAY OUT OF THE MONEY [----] ATYR Sep25 [----] Calls $1.90 ASKSIDE MULTI 10:09:09.602 IV=353.6% +45.4 EDGX [---] x $1.35 - $1.90 x [---] MRX ISO - OPENING Volume=1258 Premium=$229k ATYR=5.29 Ref OI=165 $ATYR BIG BULLISH OUT OF THE MONEY $11.00 CALLS BEING BOUGHT WAY WAY WAY OUT OF THE MONEY [----] ATYR Sep25 [----] Calls $1.90 ASKSIDE MULTI 10:09:09.602 IV=353.6% +45.4 EDGX [---] x $1.35 - $1.90 x [---] MRX ISO - OPENING Volume=1258 Premium=$229k" [X Link](https://x.com/anyuser/status/1947697419975594031) 2025-07-22T16:37Z [----] followers, 12.7K engagements "Like and subscribe https://biotenic.substack.com/p/atyr-ph3-pulmonary-sarcoidosis-rct i'm short $ATYR and predict the stock will drop 80% in the next [--] to [--] weeks. some of the worst data i've ever seen. really bad drug really tough disease. as confident as $SAVA $INMB $GALT etc https://biotenic.substack.com/p/atyr-ph3-pulmonary-sarcoidosis-rct i'm short $ATYR and predict the stock will drop 80% in the next [--] to [--] weeks. some of the worst data i've ever seen. really bad drug really tough disease. as confident as $SAVA $INMB $GALT etc" [X Link](https://x.com/Biotenic/status/1950219031312539986) 2025-07-29T15:37Z [----] followers, [----] engagements "Sometimes you can just tell a story in pictures" [X Link](https://x.com/Biotenic/status/1952829878098681969) 2025-08-05T20:31Z [----] followers, [----] engagements "Yikes $CAPR" [X Link](https://x.com/Biotenic/status/1963647697245679799) 2025-09-04T16:57Z [----] followers, 17.4K engagements "I cant believe interpreting the quake of the CEOs butt cheeks and posting about it on reddit didnt work $ATYR I think this $ATYR trial is pretty risky and that people are looking at the POC data with rose-colored glasses I wrote about it here https://t.co/UlbRISfNpn I think this $ATYR trial is pretty risky and that people are looking at the POC data with rose-colored glasses I wrote about it here https://t.co/UlbRISfNpn" [X Link](https://x.com/Biotenic/status/1967566096082628870) 2025-09-15T12:28Z [----] followers, [----] engagements "its ok to trade binaries if youre actually good at what you do Congrats shorts on $ATYR but if you did not take your money out of a Bianary risky event you need to rethink your investmenting thesis.I personally made 450% on the name and was playing with profits only. The whole shaking your fingers at bulls is idiotic but go ahead and Congrats shorts on $ATYR but if you did not take your money out of a Bianary risky event you need to rethink your investmenting thesis.I personally made 450% on the name and was playing with profits only. The whole shaking your fingers at bulls is idiotic but go" [X Link](https://x.com/anyuser/status/1967574685333512591) 2025-09-15T13:02Z [----] followers, [----] engagements "@Craigster771 @PersimmonTI It reduced to* Not reduced by* So no it did not lose to placebo. @Craigster771 @PersimmonTI It reduced to* Not reduced by* So no it did not lose to placebo" [X Link](https://x.com/Biotenic/status/1967598605088575798) 2025-09-15T14:37Z [----] followers, [----] engagements "Q4 slate put all together has more to do than I was thinking. Not sure what's worth spending the most time on but at least there are a few directions to go. Solid mix of longer shot RCTs somewhat ambiguous regulatory events some low risk readouts interesting POC possibilities" [X Link](https://x.com/anyuser/status/1968713994299981961) 2025-09-18T16:29Z [----] followers, 16.9K engagements "CAPR and Anavex seem like the layup shorts to me I could see both trading down 50-75%. I'd be wary of over-estimating downside on anavex. I don't see a path forward but they have the runway shareholder base and right (wrong) kind of mgmt to fizzle less than you'd think IMO" [X Link](https://x.com/Biotenic/status/1968713998448148615) 2025-09-18T16:29Z [----] followers, [----] engagements "$INBX $INBX You might be wondering is this a short report No it's their own slide deck https://t.co/mWXjiFDD5h $INBX You might be wondering is this a short report No it's their own slide deck https://t.co/mWXjiFDD5h" [X Link](https://x.com/anyuser/status/1969095294789750863) 2025-09-19T17:44Z [----] followers, [----] engagements "Shifting from an environment where nearly every stock is going down on approval to $SRRK up on CRL has to be one of the funnier examples of sentiment inflection" [X Link](https://x.com/anyuser/status/1970493127199756709) 2025-09-23T14:19Z [----] followers, 11.9K engagements "Gonna need someone to take the old screenshot of $MLTX mgmt watching their own stock price and then photoshop in tomorrows stock price. Thank you for your service in advance" [X Link](https://x.com/Biotenic/status/1972345000878088541) 2025-09-28T16:57Z [----] followers, [----] engagements "Some people speak in ways that actively discourage debate and then complain they dont get to participate in debate @RNAiAnalyst People did debate mltx both pre-data and postmortem You just chose not to listen to it that's on you. In fact your retort was 'I have the midas touch' and 'shorts are scared' Did you BTC your puts yet at a huge loss Or still waiting for them to be exercised @RNAiAnalyst People did debate mltx both pre-data and postmortem You just chose not to listen to it that's on you. In fact your retort was 'I have the midas touch' and 'shorts are scared' Did you BTC your puts yet" [X Link](https://x.com/Biotenic/status/1973020457378165011) 2025-09-30T13:41Z [----] followers, [----] engagements "Cleared 1K subscribers yesterday Glad people are enjoying it so far thanks to everyone whos following along/contributing FWIW WSJ never misses ( $cytk was not a miss imo self sabotage on the finish line doesnt count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + [--] other big takeover maybe $cdtx + taco limit up. MAGICAL MONDAY 🙏 $xbi Also @Biotenic s Substack is the FWIW WSJ never misses ( $cytk was not a miss imo self sabotage on the finish line doesnt count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + [--] other big takeover maybe $cdtx + taco" [X Link](https://x.com/Biotenic/status/1977709609088328010) 2025-10-13T12:14Z [----] followers, [----] engagements "I forgot the kind of banger tweets that everything going up produces @LogicalThesis Check out $ACRV. $50M market cap $140M cash. Company actively trying to conceal good news by releasing positive data via 8k on a Friday post-close. Never seen a company do this. Minimal debt. @LogicalThesis Check out $ACRV. $50M market cap $140M cash. Company actively trying to conceal good news by releasing positive data via 8k on a Friday post-close. Never seen a company do this. Minimal debt" [X Link](https://x.com/anyuser/status/1978521244753428909) 2025-10-15T17:59Z [----] followers, [----] engagements "$PRAX I guess I don't understand what else the people who are complaining about this thought this was going to mean" [X Link](https://x.com/anyuser/status/1978830501482758264) 2025-10-16T14:28Z [----] followers, [----] engagements "$SLNO I actually just wrote about this linked below. WSJ much higher odds but the gap between Betaville and Bloomberg is not nearly as large as people perceive it. https://biotenic.substack.com/p/biotech-m-and-a-rumor-accuracy-analysisutm_campaign=post&showWelcomeOnShare=true $SLNO Soleno Therapeutics. Second time in a few months someone seems to be trying to plant an acquisition rumor. Credible holders or companies dont play games this obvious - typically signals a weak hand. [--]. The source is Betaville a random blog run by what looks to us like a" [X Link](https://x.com/anyuser/status/1978915198007119982) 2025-10-16T20:05Z [----] followers, 10.3K engagements "Lot of bickering for a sunday coming off of a [--] month stretch that looks like this" [X Link](https://x.com/Biotenic/status/1980043451484799292) 2025-10-19T22:48Z [----] followers, [----] engagements "Been told I missed a couple of FT rumors definitely on a tear of late 🫡 @mroliverbarnes In other news @FinancialTimes h/t @mroliverbarnes @JFK_America @hannahkuchler go top of the M&A leaderboard with 66.66% hit rate after $rna $nvs with WSJ moving to 2nd place (although if $ptgx is announced they move back to first) https://t.co/CTV3ylNWmM @Biotenic In other news @FinancialTimes h/t @mroliverbarnes @JFK_America @hannahkuchler go top of the M&A leaderboard with 66.66% hit rate after $rna $nvs with WSJ moving to 2nd place (although if $ptgx is announced they move back to first)" [X Link](https://x.com/anyuser/status/1982535669210812482) 2025-10-26T19:51Z [----] followers, 16.9K engagements "Tomorrow: George Tidmarsh has been acquired for $0.018/shr + CVR WASHINGTON George Tidmarsh the Food and Drug Administrations top regulator of drugs has been placed on administrative leave after being accused of using his regulatory authority to inflict financial harm on a former business associate STAT has learned. FDA Commissioner WASHINGTON George Tidmarsh the Food and Drug Administrations top regulator of drugs has been placed on administrative leave after being accused of using his regulatory authority to inflict financial harm on a former business associate STAT has learned. FDA" [X Link](https://x.com/Biotenic/status/1985104482183872767) 2025-11-02T21:59Z [----] followers, 16.1K engagements "Did someone say karma Ahem.a placebo-adjusted readout coming up for $nktr. Karma. $mltx Ahem.a placebo-adjusted readout coming up for $nktr. Karma. $mltx" [X Link](https://x.com/Biotenic/status/1985703624240955449) 2025-11-04T13:40Z [----] followers, 17.4K engagements "@GeneInvesting I can think of one pretty good risk mitigation plan" [X Link](https://x.com/anyuser/status/1986546149839483252) 2025-11-06T21:28Z [----] followers, [----] engagements "Your personal preference on regulatory decisions never matters at all If you wouldn't long $QURE into AMT-130's Phase [--] RCT readout you shouldn't want it approved https://t.co/vETpG6EHLt If you wouldn't long $QURE into AMT-130's Phase [--] RCT readout you shouldn't want it approved https://t.co/vETpG6EHLt" [X Link](https://x.com/Biotenic/status/1986869657505030357) 2025-11-07T18:53Z [----] followers, [----] engagements "@TheBiotechBear hope this helps 🙏" [X Link](https://x.com/Biotenic/status/1987941606616453212) 2025-11-10T17:53Z [----] followers, [----] engagements "Me seeing the bid on AVXL Nov 2p" [X Link](https://x.com/anyuser/status/1989010313199644954) 2025-11-13T16:39Z [----] followers, [----] engagements "@MartinShkreli I would also like to attach my very detailed analysis that's cool. after thorough review I present my $AVXL model: https://t.co/SKH60ZuVAi that's cool. after thorough review I present my $AVXL model: https://t.co/SKH60ZuVAi" [X Link](https://x.com/Biotenic/status/1989011154560024734) 2025-11-13T16:43Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Biotenic BiotenicBiotenic posts on X about data, $atyr, shorts, $galt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 28.71% finance 10.89% countries 0.99% social networks 0.99% currencies 0.99% cryptocurrencies 0.99%
Social topic influence data 7.92%, $atyr 7.92%, shorts 5.94%, $galt 4.95%, $capr 4.95%, money 3.96%, events 3.96%, in the 3.96%, to the 3.96%, quick 2.97%
Top accounts mentioned or mentioned by @plainyogurt21 @sanctuarybio @vulpescap @msollender @_financeken @joinyellowbrick @avidresearch @pawcio2009 @aaronrosenblum5 @snakinglol @mtheory11bio @west0cap @gb21067283 @craigster771 @persimmonti @rnaianalyst @logicalthesis @mroliverbarnes @financialtimes @jfkamerica
Top assets mentioned Protagonist Therapeutics, Inc (PTGX) Johnson & Johnson (JNJ) Annexon, Inc. (ANNX) GH Research PLC (GHRS) Intellia Therapeutics, Inc (NTLA) Inhibrx, Inc. (INBX) Icosavax, Inc. (ICVX) Janux Therapeutics, Inc. (JANX) Biomea Fusion, Inc. (BMEA) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Tourmaline Bio, Inc. (TRML) 4D Molecular Therapeutics Inc. (FDMT) Zenas BioPharma, Inc. (ZBIO) PMV Pharmaceuticals, Inc. (PMVP) Tarsus Pharmaceuticals, Inc. (TARS) Evommune, Inc. (EVMN) Disc Medicine, Inc. Common Stock (IRON) Aardvark Therapeutics, Inc (AARD) Reata Pharmaceuticals, Inc. Class A Common Stock (RETA) Rapport Therapeutics, Inc. (RAPP) Alumis Inc. (ALMS) ACELYRIN, Inc. (SLRN) LAVA Therapeutics BV (LVTX) Mirum Pharmaceuticals, Inc. Common Stock (MIRM)
Top posts by engagements in the last [--] hours
"$GHRS GH Research Announces FDA Lifts Clinical Hold on GH001 https://investor.ghres.com/news-releases/news-release-details/gh-research-announces-fda-lifts-clinical-hold-gh001-clearing https://investor.ghres.com/news-releases/news-release-details/gh-research-announces-fda-lifts-clinical-hold-gh001-clearing"
X Link 2026-01-05T12:03Z [----] followers, [----] engagements
"$TRVI $TRML"
X Link 2025-09-10T20:21Z [----] followers, [----] engagements
"Why is $FDMT up 25% on a competitor takeunder who was out of money They needed a bridge loan just to get to EOY closing"
X Link 2025-10-24T15:54Z [----] followers, [----] engagements
"As a reminder if anyone is looking for [----] biotech catalyst lists you can find one here Quick preview for next year posted. [----] catalyst sheet with 400+ events is linked at the bottom. But here is what the Q1 slate looks like https://t.co/0DhMytqKK5 https://t.co/kSFc0ZCyce Quick preview for next year posted. [----] catalyst sheet with 400+ events is linked at the bottom. But here is what the Q1 slate looks like https://t.co/0DhMytqKK5 https://t.co/kSFc0ZCyce"
X Link 2026-01-04T21:54Z [----] followers, 34.2K engagements
"$ZBIO Zenas BioPharma Announces Positive Results from Phase [--] INDIGO Registrational Trial of Obexelimab in Immunoglobulin G4-Related Disease 56% flare reduction 🤮 https://investors.zenasbio.com/news-releases/news-release-details/zenas-biopharma-announces-positive-results-phase-3-indigo https://investors.zenasbio.com/news-releases/news-release-details/zenas-biopharma-announces-positive-results-phase-3-indigo"
X Link 2026-01-05T12:07Z [----] followers, [----] engagements
"What is the point of both spinning the data AND replacing the CEO How does that work from an optics POV at all $CRDF"
X Link 2026-01-27T13:10Z [----] followers, [----] engagements
"@Sanctuary_Bio Still rattled from finally getting around to Bugonia"
X Link 2026-02-04T20:44Z [----] followers, [----] engagements
"I think people on here are underestimating $TBPH downside. Remember the valuation issues $MACK had And that was with trial hitting and an equally or even clearer path to monetization. I think positioning doesnt favor longs and this type of thing doesnt get the strongest bid"
X Link 2026-02-09T20:06Z [----] followers, [----] engagements
"$PMVP Could be interesting. Interim analysis mid-year. If they miss so bad that they do RIF/strategic alts stock up. Surprise + data stock up. Middling result where they continue on it's already trading at less than half of cash. Middling result but Tang shows up stock up"
X Link 2025-07-02T15:05Z [----] followers, 16K engagements
"Feels timely to update this M&A rumor accuracy research with the $PTGX $JNJ rumor WSJ is still king https://open.substack.com/pub/biotenic/p/biotech-m-and-a-rumor-accuracy-analysisr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true This work brought to you by $TARS DM discussion: Who and how much should you trust re: Biotech M&A rumors I found the data quite surprising. If I missed any rumors (1/01/23 cutoff) let me know and I will add it but this should be a pretty good look at the last [--] calendar yrs. https://t.co/kc56G6yfM8"
X Link 2025-10-10T17:15Z [----] followers, 39K engagements
"What is $ANNX up on"
X Link 2026-01-28T18:04Z [----] followers, [----] engagements
"@avidresearch @Vulpescap @pawcio2009 larger n ph3 shows a similar-ish mean PVR reduction across class II and III pts"
X Link 2026-02-04T19:41Z [----] followers, [---] engagements
"$EVMN has traded at a higher EV today than $NKTR did yesterday. The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is also the only drug with both a unique MoA https://t.co/uC0hpiGYIH The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is"
X Link 2026-02-10T14:48Z [----] followers, [----] engagements
"$ANNX Vinay Prasad: "Your control arm does not reflect the best-available standard of care in the United States at the time of the study. The FDA completely refused to review Modernas influenza vaccine -- in a letter signed personally by Vinay Prasad. (That's unusual -- it would usually come from a lower-level official.) The quotes here are. quite a thing. Vinay Prasad: "Your control arm does not reflect the The FDA completely refused to review Modernas influenza vaccine -- in a letter signed personally by Vinay Prasad. (That's unusual -- it would usually come from a lower-level official.)"
X Link 2026-02-11T14:32Z [----] followers, [----] engagements
"$IRON That first bullet is a very generous interpretation of that CRL"
X Link 2026-02-13T20:58Z [----] followers, [----] engagements
"$GALT failed. And no high dose data given. Stock will do what it will do but what it should do is go to zero"
X Link 2024-12-20T13:14Z [----] followers, [----] engagements
"I expect this $INMB data to disappoint. I think the company was very selective with ph1 data disclosure and that ph2 has a clearly defined bar they are unlikely to meet. The company has very little cash and will be in a bad position should the trial fail"
X Link 2025-02-03T19:16Z [----] followers, [----] engagements
"Shocks me biotech investors get excited by buyouts. Congrats. You took a major risk on a company that could do 500% over the next [--] years and sold it for a crappy 65% gain. Shocks me biotech investors get excited by buyouts. Congrats. You took a major risk on a company that could do 500% over the next [--] years and sold it for a crappy 65% gain"
X Link 2025-03-05T15:29Z [----] followers, 11.8K engagements
"Trying a $10/mo tier really to incentivize myself to write more. Discussed in the article but future writing should still be single stock reports plus some short-form ideas to return value as best I can. Also added my catalyst sheet to the paid version https://open.substack.com/pub/biotenic/p/highlighting-important-2h-catalystsr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/highlighting-important-2h-catalystsr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-06-03T19:18Z [----] followers, 14.6K engagements
"How are you as a small cap biotech finding room in the budget for this in [----] $VNDA"
X Link 2025-06-24T01:53Z [----] followers, [----] engagements
"You can read about my thinking here: https://open.substack.com/pub/biotenic/p/vyne-therapeutics-ph2b-vitiligo-datar=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/vyne-therapeutics-ph2b-vitiligo-datar=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-06-26T17:12Z [----] followers, [----] engagements
"hahahahahaha"
X Link 2025-06-27T16:18Z [----] followers, [----] engagements
"Getting to the right answer quickly: Bad. Too much time left in the day. Get bored. Getting to the wrong answer slowly: Good. Less time to work on your other ideas. In case they're worse. @Sanctuary_Bio @AaronRosenblum5 @SnakingLOL @Biotenic Definitely sounds like a strategy that will work consistently @Sanctuary_Bio @AaronRosenblum5 @SnakingLOL @Biotenic Definitely sounds like a strategy that will work consistently"
X Link 2025-06-30T16:41Z [----] followers, [----] engagements
"this is actually so funny. there's a very active reddit page dedicated to $ATYR AI slop and business school buzzwords @mtheory11bio @West0_Cap The smart money congregates here: https://t.co/vTIqoRdeqj @mtheory11bio @West0_Cap The smart money congregates here: https://t.co/vTIqoRdeqj"
X Link 2025-07-25T17:31Z [----] followers, [----] engagements
"@Gb21067283 This is presumably just a product of me finding consensus shorts and usually writing about them on the earlier side"
X Link 2025-07-29T16:12Z [----] followers, [---] engagements
"might be late to the party but uh. what the fuck"
X Link 2025-07-29T20:47Z [----] followers, 13.7K engagements
"Nice write up if anyone is interested in getting ahead on items for next year $AARD Aardvark Therapeutics A New IPO With Terrible Science and a Pivotal Trial Destined to Fail https://t.co/HDYdrHD26O $AARD Aardvark Therapeutics A New IPO With Terrible Science and a Pivotal Trial Destined to Fail https://t.co/HDYdrHD26O"
X Link 2025-08-14T17:14Z [----] followers, 10.1K engagements
"The thing that always made $AVXL scary was that they would tell you p=0.0001 with a straight face. If they arent going to that length anymore Terrible spin job of the $AVXL Schizo data - no p values or any quantitative info provided beyond positive trends lmao. Looks like Missling isnt as bold as he used to be. Anyway the path for the EMA short is clear now no more additional spin risk to worry about. Terrible spin job of the $AVXL Schizo data - no p values or any quantitative info provided beyond positive trends lmao. Looks like Missling isnt as bold as he used to be. Anyway the path for the"
X Link 2025-10-02T15:58Z [----] followers, [----] engagements
"how close to the top does this happen"
X Link 2025-10-21T19:21Z [----] followers, [----] engagements
"New article coming this week Started $VTGN position today based on the idea: 1) $100mm MC in massive and basically untapped SAD market 2) Fasendiol unique MoA intranasal non-addictive 3) Has two shots on goal (Palisade [--] and 4) for potential approval submission in [----] https://t.co/FhsLAQhv3h Started $VTGN position today based on the idea: 1) $100mm MC in massive and basically untapped SAD market 2) Fasendiol unique MoA intranasal non-addictive 3) Has two shots on goal (Palisade [--] and 4) for potential approval submission in [----] https://t.co/FhsLAQhv3h"
X Link 2025-10-22T15:15Z [----] followers, [----] engagements
"Or at least one patient $ntla shorts assuming 100s of Intellia employees just going to lie down and die. $ntla shorts assuming 100s of Intellia employees just going to lie down and die"
X Link 2025-10-30T14:10Z [----] followers, [----] engagements
"Theyre totally for sure selling the company though guys dont worry its all good $INBX"
X Link 2025-11-06T13:01Z [----] followers, [----] engagements
"that's cool. after thorough review I present my $AVXL model:"
X Link 2025-11-10T14:21Z [----] followers, 16.7K engagements
"So the $CAPR data is further delayed (new old)"
X Link 2025-11-10T21:11Z [----] followers, 16.2K engagements
"$CKPT 30m mcap with an early Jan PDUFA date and not enough cash to get there as of now. Is running one single arm entirely ex-US trial for not an unmet need going to be a major review issue It's just a copycat PD-1 so in theory it's harmless but at the same time. come on"
X Link 2023-09-25T18:13Z [----] followers, [----] engagements
"$ICVX sooo where is the enrollment population for an RSV ph3 going to come from any takers and how is that going to be funded if the stock doesn't trade materially up"
X Link 2023-11-07T20:42Z [----] followers, [----] engagements
"$ICVX has run multiple immunogenicity studies that underperform against currently approved options in terms of both GMFR and nAb titer counts. Their monovalent data also calls into question the validity of their seasonality argument. GMFRs similar to bivalent w/ normal baselines"
X Link 2023-12-11T21:08Z [----] followers, [----] engagements
"$APLT $RETA"
X Link 2024-09-18T11:58Z [----] followers, [----] engagements
"@plainyogurt21 Who gets paid when this happens https://investors.biomeafusion.com/news-releases/news-release-details/biomea-fusion-announces-positive-topline-results-ongoing-phase https://investors.biomeafusion.com/news-releases/news-release-details/biomea-fusion-announces-positive-topline-results-ongoing-phase"
X Link 2025-01-12T23:29Z [----] followers, [---] engagements
"Rapport $RAPP My name evokes a sense of trust Thus reading filings is not a must Surprised I'm on clinical hold Actually twice so I'm told This could conjure great discord A certain backlash from the horde Not the harmony slogan shown Especially if tox is the overtone 🧠 My name evokes a sense of trust Thus reading filings is not a must Surprised I'm on clinical hold Actually twice so I'm told This could conjure great discord A certain backlash from the horde Not the harmony slogan shown Especially if tox is the overtone 🧠"
X Link 2025-02-12T20:52Z [----] followers, [----] engagements
"$ALMS $SLRN Whats 48% of 0"
X Link 2025-04-21T11:31Z [----] followers, [----] engagements
"$LVTX This is really interesting to me. This is A LOT more upside than youd usually get out of these deals. Seeing how some of the larger CVR deals have traded recently I almost wonder if it wouldve traded higher if the milestone amounts had been more explicitly reiterated ha $LVTX the CVR trades at [--] mln$. Just look at the license deals with PFE (formerly SGEN) and JNJ. Both assets being brought forward and they have a third wholly owned. Very long runtime for the CVR. The CVR part can be a legit 10-50X here (biotech probabilities my friends). $JNJ https://t.co/Cno7v2bpPf $LVTX the CVR"
X Link 2025-08-04T19:16Z [----] followers, [----] engagements
"$CRDF The ns finally got large enough that they had to resort to subgrouping by chemo backbone to find something in the data. That always ends well One cool thing about $CRDF ORRs is that they perpetually go down over time https://t.co/TkaKxTRyu8 https://t.co/SdmEgGUzML One cool thing about $CRDF ORRs is that they perpetually go down over time https://t.co/TkaKxTRyu8 https://t.co/SdmEgGUzML"
X Link 2026-01-27T12:31Z [----] followers, [----] engagements
"$ORTX CVR will be paying out https://www.fda.gov/news-events/press-announcements/fda-approves-first-gene-therapy-children-metachromatic-leukodystrophy https://www.fda.gov/news-events/press-announcements/fda-approves-first-gene-therapy-children-metachromatic-leukodystrophy"
X Link 2024-03-18T19:10Z [----] followers, [----] engagements
"$PGEN Approved https://www.fda.gov/news-events/press-announcements/fda-approves-first-immunotherapy-recurrent-respiratory-papillomatosis https://www.fda.gov/news-events/press-announcements/fda-approves-first-immunotherapy-recurrent-respiratory-papillomatosis"
X Link 2025-08-14T22:30Z [----] followers, 42.9K engagements
"$mirm $albo doing a giant thought dump on overall views and latest developments now that all data is out and that financial pictures have recently changed. Lot of this is self-generated but some is other takes that I like and hijacked so if you said it to me feel free to claim"
X Link 2022-10-24T17:42Z [----] followers, [--] engagements
"Many [----] 1H/1Q events in no particular order. Some matter. some don't $XBI"
X Link 2023-12-04T21:25Z [----] followers, [----] engagements
"Thou shall go long anything open-label that gets pulled forward $JANX New biotech commandment: thou shalt not use a commercial bear thesis for a drug reporting P2 results . New biotech commandment: thou shalt not use a commercial bear thesis for a drug reporting P2 results "
X Link 2024-02-26T21:45Z [----] followers, 20.3K engagements
"$CTMX has pulled forward their open-label EGFRxCD3 TCE data from 2H to May 8th Thou shall go long anything open-label that gets pulled forward $JANX Thou shall go long anything open-label that gets pulled forward $JANX"
X Link 2024-05-01T12:50Z [----] followers, 20.4K engagements
"Plenty to do in Q4 still but getting ahead on my [----] catalyst list here. Including a section for some events that dont seem to have concrete timing"
X Link 2024-09-13T17:31Z [----] followers, [----] engagements
"@MSollender"
X Link 2024-09-18T14:49Z [----] followers, [----] engagements
"I wanted to put my thoughts on $GALT in writing before data this month but I've had this circled on my calendar for a while. I think it's one of the easiest shorts I've had. https://open.substack.com/pub/biotenic/p/galt-short-ph2b-navigate-data-decemberr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/galt-short-ph2b-navigate-data-decemberr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2024-12-04T18:30Z [----] followers, [----] engagements
"Iconic @Biotenic Ooo they mentioned yah https://t.co/q7rEaUMeZr @Biotenic Ooo they mentioned yah https://t.co/q7rEaUMeZr"
X Link 2024-12-16T12:44Z [----] followers, [----] engagements
"$GALT Also I guess this is where I bump my substack but I don't care for that. For me it's about building a track record because I want to work for a fund. I guess I'll say that after the holidays if you're hiring or know someone who is please reach out and I'd love to chat"
X Link 2024-12-20T19:33Z [----] followers, 34.6K engagements
"I think there's an abundance of interesting smaller cap readouts next year with atypically high upside and/or POS that are worth a look over the coming weeks and months"
X Link 2024-12-26T18:00Z [----] followers, 16K engagements
"RCT's that I expect to fail in the next couple of months: $ANAB (both readouts) $BMEA T2D $CRDF CRC $CADL Prostate cancer $CRVO LBD $GALT NASH $NMRA MDD SAVA Alz $SLS AML $SYRS MDS Happy to swap notes and/or thoughts on structure. Some of these are more of a pain than others. RCT's that I expect to fail in the next couple of months: $ANAB (both readouts) $BMEA T2D $CRDF CRC $CADL Prostate cancer $CRVO LBD $GALT NASH $NMRA MDD SAVA Alz $SLS AML $SYRS MDS Happy to swap notes and/or thoughts on structure. Some of these are more of a pain than others"
X Link 2025-01-02T13:52Z [----] followers, [----] engagements
"Is it too late to try to become a meme coin analyst instead"
X Link 2025-01-19T23:13Z [----] followers, [----] engagements
"At [--] hours no less $GHRS @MSollender $ghrs [--] points kicks the stuffing out of $1B (estimated) ketamine (4 🤣🤣) https://t.co/NtbY3OKF6r @MSollender $ghrs [--] points kicks the stuffing out of $1B (estimated) ketamine (4 🤣🤣) https://t.co/NtbY3OKF6r"
X Link 2025-02-03T12:43Z [----] followers, [----] engagements
"There's a lot of negative EV stocks right now. Some of them are pretty interesting Put together some quick thoughts on a few catalyst setups that could make sense from here $FULC $ANNX $NKTR $VTYX https://open.substack.com/pub/biotenic/p/negative-ev-stocksr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/negative-ev-stocksr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-02-13T19:47Z [----] followers, [----] engagements
"I think this $ATYR trial is pretty risky and that people are looking at the POC data with rose-colored glasses I wrote about it here https://open.substack.com/pub/biotenic/p/atyr-ph3-pulmonary-sarcoidosis-rctr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotenic/p/atyr-ph3-pulmonary-sarcoidosis-rctr=5xh7t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-02-21T15:45Z [----] followers, 14.3K engagements
"$BMEA frame it"
X Link 2025-03-26T00:16Z [----] followers, [----] engagements
"I think way too early to have fully formed regulatory takes but is it crazy to think that if the gene tx bar was raised that could potentially somewhat counter-intuitively insulate $SRPT s position"
X Link 2025-03-31T14:00Z [----] followers, [----] engagements
"Lotta red #analysis"
X Link 2025-03-31T20:03Z [----] followers, [----] engagements
"Whatevers happening doesnt count if Im not paying attention right"
X Link 2025-04-04T19:08Z [----] followers, [----] engagements
"Hear me out"
X Link 2025-04-18T16:25Z [----] followers, [----] engagements
"I'd probably look a lot cooler if I had published this on Monday or Tuesday but I like $VYNE"
X Link 2025-06-26T17:12Z [----] followers, [----] engagements
"anders you should check out $atyr I think youll really like that one @Biotenic 😂 @biotenic the smuggest of them all @Biotenic 😂 @biotenic the smuggest of them all"
X Link 2025-06-30T12:55Z [----] followers, [----] engagements
"Alright back to business. Happy Q3 Sort of beating a dead horse here but I don't like $CAPR heading into the PDUFA this quarter. I think timing/how it trades/best structure is a conversation worth having but I don't think there's much to it beyond that"
X Link 2025-07-01T17:51Z [----] followers, [----] engagements
"Reading infliximab papers at 6:30 EST on the 4th of July is peak hater behavior Reminder nothing works in Pulmonary Sarcoidosis 😵💫 $ATYR https://t.co/V8CzZShS2z Reminder nothing works in Pulmonary Sarcoidosis 😵💫 $ATYR https://t.co/V8CzZShS2z"
X Link 2025-07-04T23:45Z [----] followers, [----] engagements
"$CAPR CRL https://www.capricor.com/investors/news-events/press-releases/detail/319/capricor-therapeutics-provides-regulatory-update-on https://www.capricor.com/investors/news-events/press-releases/detail/319/capricor-therapeutics-provides-regulatory-update-on"
X Link 2025-07-11T12:11Z [----] followers, 13.9K engagements
"am i the only person in the world with access to this information $CAPR CRL https://t.co/yD5UPywHG6 $CAPR CRL https://t.co/yD5UPywHG6"
X Link 2025-07-11T13:46Z [----] followers, [----] engagements
"if this is interesting to you definitely dont check the $ATYR september $3 puts today then $ATYR BIG BULLISH OUT OF THE MONEY $11.00 CALLS BEING BOUGHT WAY WAY WAY OUT OF THE MONEY [----] ATYR Sep25 [----] Calls $1.90 ASKSIDE MULTI 10:09:09.602 IV=353.6% +45.4 EDGX [---] x $1.35 - $1.90 x [---] MRX ISO - OPENING Volume=1258 Premium=$229k ATYR=5.29 Ref OI=165 $ATYR BIG BULLISH OUT OF THE MONEY $11.00 CALLS BEING BOUGHT WAY WAY WAY OUT OF THE MONEY [----] ATYR Sep25 [----] Calls $1.90 ASKSIDE MULTI 10:09:09.602 IV=353.6% +45.4 EDGX [---] x $1.35 - $1.90 x [---] MRX ISO - OPENING Volume=1258 Premium=$229k"
X Link 2025-07-22T16:37Z [----] followers, 12.7K engagements
"Like and subscribe https://biotenic.substack.com/p/atyr-ph3-pulmonary-sarcoidosis-rct i'm short $ATYR and predict the stock will drop 80% in the next [--] to [--] weeks. some of the worst data i've ever seen. really bad drug really tough disease. as confident as $SAVA $INMB $GALT etc https://biotenic.substack.com/p/atyr-ph3-pulmonary-sarcoidosis-rct i'm short $ATYR and predict the stock will drop 80% in the next [--] to [--] weeks. some of the worst data i've ever seen. really bad drug really tough disease. as confident as $SAVA $INMB $GALT etc"
X Link 2025-07-29T15:37Z [----] followers, [----] engagements
"Sometimes you can just tell a story in pictures"
X Link 2025-08-05T20:31Z [----] followers, [----] engagements
"Yikes $CAPR"
X Link 2025-09-04T16:57Z [----] followers, 17.4K engagements
"I cant believe interpreting the quake of the CEOs butt cheeks and posting about it on reddit didnt work $ATYR I think this $ATYR trial is pretty risky and that people are looking at the POC data with rose-colored glasses I wrote about it here https://t.co/UlbRISfNpn I think this $ATYR trial is pretty risky and that people are looking at the POC data with rose-colored glasses I wrote about it here https://t.co/UlbRISfNpn"
X Link 2025-09-15T12:28Z [----] followers, [----] engagements
"its ok to trade binaries if youre actually good at what you do Congrats shorts on $ATYR but if you did not take your money out of a Bianary risky event you need to rethink your investmenting thesis.I personally made 450% on the name and was playing with profits only. The whole shaking your fingers at bulls is idiotic but go ahead and Congrats shorts on $ATYR but if you did not take your money out of a Bianary risky event you need to rethink your investmenting thesis.I personally made 450% on the name and was playing with profits only. The whole shaking your fingers at bulls is idiotic but go"
X Link 2025-09-15T13:02Z [----] followers, [----] engagements
"@Craigster771 @PersimmonTI It reduced to* Not reduced by* So no it did not lose to placebo. @Craigster771 @PersimmonTI It reduced to* Not reduced by* So no it did not lose to placebo"
X Link 2025-09-15T14:37Z [----] followers, [----] engagements
"Q4 slate put all together has more to do than I was thinking. Not sure what's worth spending the most time on but at least there are a few directions to go. Solid mix of longer shot RCTs somewhat ambiguous regulatory events some low risk readouts interesting POC possibilities"
X Link 2025-09-18T16:29Z [----] followers, 16.9K engagements
"CAPR and Anavex seem like the layup shorts to me I could see both trading down 50-75%. I'd be wary of over-estimating downside on anavex. I don't see a path forward but they have the runway shareholder base and right (wrong) kind of mgmt to fizzle less than you'd think IMO"
X Link 2025-09-18T16:29Z [----] followers, [----] engagements
"$INBX $INBX You might be wondering is this a short report No it's their own slide deck https://t.co/mWXjiFDD5h $INBX You might be wondering is this a short report No it's their own slide deck https://t.co/mWXjiFDD5h"
X Link 2025-09-19T17:44Z [----] followers, [----] engagements
"Shifting from an environment where nearly every stock is going down on approval to $SRRK up on CRL has to be one of the funnier examples of sentiment inflection"
X Link 2025-09-23T14:19Z [----] followers, 11.9K engagements
"Gonna need someone to take the old screenshot of $MLTX mgmt watching their own stock price and then photoshop in tomorrows stock price. Thank you for your service in advance"
X Link 2025-09-28T16:57Z [----] followers, [----] engagements
"Some people speak in ways that actively discourage debate and then complain they dont get to participate in debate @RNAiAnalyst People did debate mltx both pre-data and postmortem You just chose not to listen to it that's on you. In fact your retort was 'I have the midas touch' and 'shorts are scared' Did you BTC your puts yet at a huge loss Or still waiting for them to be exercised @RNAiAnalyst People did debate mltx both pre-data and postmortem You just chose not to listen to it that's on you. In fact your retort was 'I have the midas touch' and 'shorts are scared' Did you BTC your puts yet"
X Link 2025-09-30T13:41Z [----] followers, [----] engagements
"Cleared 1K subscribers yesterday Glad people are enjoying it so far thanks to everyone whos following along/contributing FWIW WSJ never misses ( $cytk was not a miss imo self sabotage on the finish line doesnt count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + [--] other big takeover maybe $cdtx + taco limit up. MAGICAL MONDAY 🙏 $xbi Also @Biotenic s Substack is the FWIW WSJ never misses ( $cytk was not a miss imo self sabotage on the finish line doesnt count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + [--] other big takeover maybe $cdtx + taco"
X Link 2025-10-13T12:14Z [----] followers, [----] engagements
"I forgot the kind of banger tweets that everything going up produces @LogicalThesis Check out $ACRV. $50M market cap $140M cash. Company actively trying to conceal good news by releasing positive data via 8k on a Friday post-close. Never seen a company do this. Minimal debt. @LogicalThesis Check out $ACRV. $50M market cap $140M cash. Company actively trying to conceal good news by releasing positive data via 8k on a Friday post-close. Never seen a company do this. Minimal debt"
X Link 2025-10-15T17:59Z [----] followers, [----] engagements
"$PRAX I guess I don't understand what else the people who are complaining about this thought this was going to mean"
X Link 2025-10-16T14:28Z [----] followers, [----] engagements
"$SLNO I actually just wrote about this linked below. WSJ much higher odds but the gap between Betaville and Bloomberg is not nearly as large as people perceive it. https://biotenic.substack.com/p/biotech-m-and-a-rumor-accuracy-analysisutm_campaign=post&showWelcomeOnShare=true $SLNO Soleno Therapeutics. Second time in a few months someone seems to be trying to plant an acquisition rumor. Credible holders or companies dont play games this obvious - typically signals a weak hand. [--]. The source is Betaville a random blog run by what looks to us like a"
X Link 2025-10-16T20:05Z [----] followers, 10.3K engagements
"Lot of bickering for a sunday coming off of a [--] month stretch that looks like this"
X Link 2025-10-19T22:48Z [----] followers, [----] engagements
"Been told I missed a couple of FT rumors definitely on a tear of late 🫡 @mroliverbarnes In other news @FinancialTimes h/t @mroliverbarnes @JFK_America @hannahkuchler go top of the M&A leaderboard with 66.66% hit rate after $rna $nvs with WSJ moving to 2nd place (although if $ptgx is announced they move back to first) https://t.co/CTV3ylNWmM @Biotenic In other news @FinancialTimes h/t @mroliverbarnes @JFK_America @hannahkuchler go top of the M&A leaderboard with 66.66% hit rate after $rna $nvs with WSJ moving to 2nd place (although if $ptgx is announced they move back to first)"
X Link 2025-10-26T19:51Z [----] followers, 16.9K engagements
"Tomorrow: George Tidmarsh has been acquired for $0.018/shr + CVR WASHINGTON George Tidmarsh the Food and Drug Administrations top regulator of drugs has been placed on administrative leave after being accused of using his regulatory authority to inflict financial harm on a former business associate STAT has learned. FDA Commissioner WASHINGTON George Tidmarsh the Food and Drug Administrations top regulator of drugs has been placed on administrative leave after being accused of using his regulatory authority to inflict financial harm on a former business associate STAT has learned. FDA"
X Link 2025-11-02T21:59Z [----] followers, 16.1K engagements
"Did someone say karma Ahem.a placebo-adjusted readout coming up for $nktr. Karma. $mltx Ahem.a placebo-adjusted readout coming up for $nktr. Karma. $mltx"
X Link 2025-11-04T13:40Z [----] followers, 17.4K engagements
"@GeneInvesting I can think of one pretty good risk mitigation plan"
X Link 2025-11-06T21:28Z [----] followers, [----] engagements
"Your personal preference on regulatory decisions never matters at all If you wouldn't long $QURE into AMT-130's Phase [--] RCT readout you shouldn't want it approved https://t.co/vETpG6EHLt If you wouldn't long $QURE into AMT-130's Phase [--] RCT readout you shouldn't want it approved https://t.co/vETpG6EHLt"
X Link 2025-11-07T18:53Z [----] followers, [----] engagements
"@TheBiotechBear hope this helps 🙏"
X Link 2025-11-10T17:53Z [----] followers, [----] engagements
"Me seeing the bid on AVXL Nov 2p"
X Link 2025-11-13T16:39Z [----] followers, [----] engagements
"@MartinShkreli I would also like to attach my very detailed analysis that's cool. after thorough review I present my $AVXL model: https://t.co/SKH60ZuVAi that's cool. after thorough review I present my $AVXL model: https://t.co/SKH60ZuVAi"
X Link 2025-11-13T16:43Z [----] followers, [----] engagements
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