# ![@But_The_Comps Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1287185395352969216.png) @But_The_Comps Bagholder Unlimited

Bagholder Unlimited posts on X about $txg, $lly, $abvx, $smmt the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1287185395352969216/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287185395352969216/c:line/m:interactions.svg)

- [--] Week [---] -81%
- [--] Month [-----] -60%
- [--] Months [------] +200%
- [--] Year [------] +4,380%

### Mentions: [--] [#](/creator/twitter::1287185395352969216/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287185395352969216/c:line/m:posts_active.svg)

- [--] Week [--] -42%
- [--] Month [--] -12%
- [--] Months [--] +283%
- [--] Year [---] +1,429%

### Followers: [---] [#](/creator/twitter::1287185395352969216/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287185395352969216/c:line/m:followers.svg)

- [--] Week [---] +0.69%
- [--] Month [---] +4.60%
- [--] Months [---] +109%
- [--] Year [---] +266%

### CreatorRank: undefined [#](/creator/twitter::1287185395352969216/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287185395352969216/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  24% [technology brands](/list/technology-brands)  7% [finance](/list/finance)  7% [currencies](/list/currencies)  6% [cryptocurrencies](/list/cryptocurrencies)  3% [countries](/list/countries)  2% [social networks](/list/social-networks)  2% [celebrities](/list/celebrities)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$txg](/topic/$txg) 6%, [$lly](/topic/$lly) 5%, [$abvx](/topic/$abvx) 4%, [$smmt](/topic/$smmt) 4%, [$mrk](/topic/$mrk) 4%, [$eras](/topic/$eras) 4%, [if you](/topic/if-you) 4%, [ai](/topic/ai) 3%, [$vstm](/topic/$vstm) 3%, [$pdd](/topic/$pdd) 3%

**Top accounts mentioned or mentioned by**
[@dalibali2](/creator/undefined) [@houndcl](/creator/undefined) [@pegasusfund](/creator/undefined) [@biohazard3737](/creator/undefined) [@bananaoncology](/creator/undefined) [@contrariancurse](/creator/undefined) [@evrgn11112231](/creator/undefined) [@tuduni90782](/creator/undefined) [@davidycli](/creator/undefined) [@aafree](/creator/undefined) [@elonmusk](/creator/undefined) [@respekchemistry](/creator/undefined) [@ttramyloid](/creator/undefined) [@anthonystaj](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@bigpharmaguy](/creator/undefined) [@vulpescap](/creator/undefined) [@pharmdca](/creator/undefined) [@flippyfloppy52](/creator/undefined) [@taobanker](/creator/undefined)

**Top assets mentioned**
[10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Eli Lilly and Company (LLY)](/topic/$lly) [Abivax SA (ABVX)](/topic/$abvx) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Erasca, Inc.  (ERAS)](/topic/$eras) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [GitLab Inc. (GTLB)](/topic/$gtlb) [AstraZeneca PLC (AZN)](/topic/$azn) [Adagene Inc. (ADAG)](/topic/$adag) [Legend Biotech Corp (LEGN)](/topic/$legn) [Pfizer, Inc. (PFE)](/topic/$pfe) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [One Cash (ONC)](/topic/$onc) [Inventiva S.A. (IVA)](/topic/$iva) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intel Corporation (INTC)](/topic/$intc) [Bruker, Corp. (BRKR)](/topic/$brkr) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Moderna Inc (MRNA)](/topic/$mrna) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Incyte Corporation (INCY)](/topic/$incy) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [Credit Suisse Group (CS)](/topic/credit-suisse) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Cigna Corp (CI)](/topic/$ci) [ROGin AI (ROG)](/topic/$rog) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Tempus AI, Inc. (TEM)](/topic/$tem) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Novo-Nordisk (NVO)](/topic/$nvo) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bought some $ocul . hope the chart isn't just showing data leaks"  
[X Link](https://x.com/But_The_Comps/status/2019074105597686043)  2026-02-04T15:42Z [---] followers, [----] engagements


"fucking sickos buying $10 and $11 puts on $ocul when the stock is trading at $8.5"  
[X Link](https://x.com/But_The_Comps/status/2019210205779882251)  2026-02-05T00:43Z [---] followers, [----] engagements


"$zyme is telling you that PFS will disappoint while $onc keeps going up"  
[X Link](https://x.com/But_The_Comps/status/2008550902760964432)  2026-01-06T14:47Z [---] followers, [---] engagements


"$iva good 2H play"  
[X Link](https://x.com/But_The_Comps/status/2008753848803008846)  2026-01-07T04:13Z [---] followers, [---] engagements


"this is basically the $gtlb argument - "we see more workflow because of this AI advancement" Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content"  
[X Link](https://x.com/But_The_Comps/status/2017536660981027208)  2026-01-31T09:53Z [---] followers, [---] engagements


"@houndcl @Banana_Oncology Personally I would HEAVILY discount Adlai Nortye data fyi"  
[X Link](https://x.com/But_The_Comps/status/2018697645993210138)  2026-02-03T14:46Z [---] followers, [---] engagements


"$intc only down 1% on a day like this is very notable"  
[X Link](https://x.com/But_The_Comps/status/2019593917021503942)  2026-02-06T02:08Z [---] followers, [---] engagements


"@dalibali2 Should $U be on the second list"  
[X Link](https://x.com/But_The_Comps/status/1928593887053980020)  2025-05-30T23:26Z [---] followers, [--] engagements


"@ContrarianCurse Any thoughts on $brkr and $txg"  
[X Link](https://x.com/But_The_Comps/status/1941729042182570281)  2025-07-06T05:20Z [---] followers, [---] engagements


"Exited $cytk as I think HRS1893 is a better drug"  
[X Link](https://x.com/But_The_Comps/status/1943220510822928691)  2025-07-10T08:07Z [---] followers, [---] engagements


"$abvx alright I'm in. Wish me luck"  
[X Link](https://x.com/But_The_Comps/status/1944893268824875026)  2025-07-14T22:54Z [---] followers, [---] engagements


"New positions $celc $vstm and. $gtlb"  
[X Link](https://x.com/But_The_Comps/status/1948775958343024819)  2025-07-25T16:02Z [---] followers, [---] engagements


"@evrgn11112231 Why aren't the fabs adopting NA"  
[X Link](https://x.com/But_The_Comps/status/1950921252560085180)  2025-07-31T14:07Z [---] followers, [---] engagements


"I don't understand the $smmt px action. People bidding this up to 22bn - how big the deal has to be to justify this At a time when the OS benefit is in question"  
[X Link](https://x.com/But_The_Comps/status/1952527189922189320)  2025-08-05T00:28Z [---] followers, [---] engagements


"$vktx I'm intrigued but concerned about apparent saturation of the market (in aggregate GLP-1 numbers have underwhelmed for [--] Qs) and upcoming discounting (sema supply ramp IRA orfo likely going the discount route). Does the maths still work out taking these into account"  
[X Link](https://x.com/But_The_Comps/status/1953625622649221629)  2025-08-08T01:13Z [---] followers, [---] engagements


"@tuduni90782 GGG and commercial network ain't a joke brother. Formulary matters"  
[X Link](https://x.com/But_The_Comps/status/1953645223030272130)  2025-08-08T02:31Z [---] followers, [--] engagements


"@dalibali2 I actually think $txg is on the cusp of seeing real AI benefit"  
[X Link](https://x.com/But_The_Comps/status/1953734843445170255)  2025-08-08T08:27Z [---] followers, [--] engagements


"what if. $mrk buys $mrna Would make sense. no"  
[X Link](https://x.com/But_The_Comps/status/1955046974031331357)  2025-08-11T23:21Z [---] followers, [---] engagements


"@davidycli Did you come to the Evercore thingy"  
[X Link](https://x.com/But_The_Comps/status/1958347080566710455)  2025-08-21T01:55Z [---] followers, [----] engagements


"$PDD set up could not be better"  
[X Link](https://x.com/But_The_Comps/status/1958552209211466169)  2025-08-21T15:30Z [---] followers, [--] engagements


"Starting to see some interesting pan-(K)RAS coming out P1 or preclinical mostly SD% rash rate. A couple doing EGFR-pan(K)RAS conjugate interesting angle think it could work maybe more so in CRC"  
[X Link](https://x.com/But_The_Comps/status/1962721696995299723)  2025-09-02T03:38Z [---] followers, [---] engagements


"This is the key slide that mattered in my mind: China PFS HR=0.55 vs. Western HR = [----] a full [----] point apart. I think multiple sellside analysts (inc. bullish ones like Salveen) has penned the bar http://x.com/i/article/1964679180588855296 http://x.com/i/article/1964679180588855296"  
[X Link](https://x.com/But_The_Comps/status/1964688738245853558)  2025-09-07T13:54Z [---] followers, [----] engagements


"$1093.HK where's your 750mn upfront bullshit ADC BD to $GILD now $1177.HK where's your 400mn upfront pde34 BD to $REGN now $9926.HK where's your $30bn BD to $AZN $1801.HK where is your $2bn BD to $LLY"  
[X Link](https://x.com/But_The_Comps/status/1965775126869475357)  2025-09-10T13:51Z [---] followers, [---] engagements


"@PegasusFund Thanks for sharing. What sector/theme do you still see upside in on a one year basis"  
[X Link](https://x.com/But_The_Comps/status/1966812466916065537)  2025-09-13T10:33Z [---] followers, [--] engagements


"@PegasusFund Is INTC still a long here btw Kinda interested in the spinoff angle"  
[X Link](https://x.com/But_The_Comps/status/1966814975403716962)  2025-09-13T10:43Z [---] followers, [--] engagements


"biotweeter: why hasn't $incy explore their oral PDL1 in EGFRm NSCLC Supposed it's not a given that it'll see ILD issues like durvalumab did And EGFRm tend to co-express with PDL1+"  
[X Link](https://x.com/But_The_Comps/status/1970359155178512661)  2025-09-23T05:26Z [---] followers, [--] engagements


"@a_a_free AEs seem worse than orfo. Thoughts"  
[X Link](https://x.com/But_The_Comps/status/1970851133129462213)  2025-09-24T14:01Z [---] followers, [---] engagements


"@elonmusk pls enable user option to disable Spaces. It keeps popping up in the app and takes up UI space. Detrimental to user experience"  
[X Link](https://x.com/But_The_Comps/status/1974991248781124063)  2025-10-06T00:13Z [---] followers, [--] engagements


"$JEF gonna do a Credit Suisse Haven't heard a peep about this"  
[X Link](https://x.com/But_The_Comps/status/1976314325523705874)  2025-10-09T15:50Z [---] followers, [---] engagements


"And wtf constitute critical software Any saas names I should buy for taco"  
[X Link](https://x.com/But_The_Comps/status/1976794479698006387)  2025-10-10T23:38Z [---] followers, [--] engagements


"@Respekchemistry Why gpcr specifically considering it's a mash buyout"  
[X Link](https://x.com/But_The_Comps/status/1977762630392484103)  2025-10-13T15:45Z [---] followers, [--] engagements


"Let's not forget $AMD is still 8.8% of $nvda market cap"  
[X Link](https://x.com/But_The_Comps/status/1978625566866538624)  2025-10-16T00:54Z [---] followers, [---] engagements


"@Biohazard3737 Isn't this insanely bullish for $unh and $ci"  
[X Link](https://x.com/But_The_Comps/status/1978625860912771243)  2025-10-16T00:55Z [---] followers, [---] engagements


"@dalibali2 Do you think AMD software catch-up is gaining momentum I'm hypothesizing that they could get a China/Deepseek push if software gets half decent"  
[X Link](https://x.com/But_The_Comps/status/1893073486974984349)  2025-02-21T23:01Z [--] followers, [---] engagements


"Where is that $1093 $ROG dealDOA This shitco trading on MNPI for so long now"  
[X Link](https://x.com/But_The_Comps/status/1918258030879359256)  2025-05-02T10:55Z [---] followers, [---] engagements


"I don't understand $bcyc gene amp strategy. say protein expression decreases in met disease despite gene amp. wouldn't that make it harder for zele to bind to the tumour too I don't get it. anyone pls"  
[X Link](https://x.com/But_The_Comps/status/1954380905260425324)  2025-08-10T03:14Z [---] followers, [---] engagements


"Now we know why. Akeso founder placement 😃 The question then becomes with WCLC looming and Harmoni scheduled for presidential plenary why disclose this in an EPS PR The question then becomes with WCLC looming and Harmoni scheduled for presidential plenary why disclose this in an EPS PR"  
[X Link](https://x.com/But_The_Comps/status/1960638323581706338)  2025-08-27T09:39Z [---] followers, [---] engagements


"$eras zero ev cuz a sellside said so"  
[X Link](https://x.com/But_The_Comps/status/1963258712958677341)  2025-09-03T15:12Z [---] followers, [---] engagements


"@TTRAmyloid Infringing on who's what patents"  
[X Link](https://x.com/But_The_Comps/status/1975549845231575330)  2025-10-07T13:12Z [---] followers, [--] engagements


"$GPCR let's see"  
[X Link](https://x.com/But_The_Comps/status/1978075207144272357)  2025-10-14T12:27Z [---] followers, [---] engagements


"@houndcl @anthonystaj Local oncologists really like its tumour shrinking effect real quick control. Consistent with good PFS. But did note that when it comes back it's more turbo mode"  
[X Link](https://x.com/But_The_Comps/status/1979926163121197168)  2025-10-19T15:02Z [---] followers, [--] engagements


"There's a very big fiscal impulse coming in [----] from tax changes. But in the meantime you see bellwethers like $Amzn and $ups cutting into a holiday season. So. has automation really improved that much in the past year"  
[X Link](https://x.com/But_The_Comps/status/1983330674301084139)  2025-10-29T00:30Z [---] followers, [---] engagements


"Anyone going to Jefferies London"  
[X Link](https://x.com/But_The_Comps/status/1984471124185661676)  2025-11-01T04:02Z [---] followers, [--] engagements


"@AaronRosenblum5 Oh fuck. Look at Kelun Bio's mkt cap"  
[X Link](https://x.com/But_The_Comps/status/1985710894475780249)  2025-11-04T14:09Z [---] followers, [--] engagements


"@bigpharmaguy Plus jnj owning full economics on those"  
[X Link](https://x.com/But_The_Comps/status/1993241725226434722)  2025-11-25T08:53Z [---] followers, [---] engagements


"@Vulpescap @Pharmdca I think the main question is commercial viability - ie how many will stick this up their bottom and eat liquid food for a while for weight loss maintenance after they already lost those weight and presumably feel good about themselves already"  
[X Link](https://x.com/But_The_Comps/status/1994951929450123555)  2025-11-30T02:09Z [---] followers, [---] engagements


"ABLbio is an interesting lens into the Korean stock market. Also-ran ADCs also-ran 4-1BB bispecifics; and an unproven preclinical IGF1R BBB shuttle. $7bn Mkt cap"  
[X Link](https://x.com/But_The_Comps/status/1994958051888304215)  2025-11-30T02:33Z [---] followers, [--] engagements


"$crvs PTCL presentation G3+ AE table: infection liver failure cardiac failure anemia etc. Didn't seem that clean as advertised Anyone close to this & have a view"  
[X Link](https://x.com/But_The_Comps/status/1998652264693772307)  2025-12-10T07:13Z [---] followers, [---] engagements


"I looked at this company years ago as a VC and was appalled by how many lies were told. If you believe in bioinformatics/bioAI just buy $GH instead. No position in either stock. I have been listening to the $TEM calls and CEO interviews. He extrapolates a lot of stuff which just isn't true. Like saying their ECG model can tell you about Aortic stenosis. Or it can predict a heart attack or stroke if AI is applied. Or saying an algorithm can tell you I have been listening to the $TEM calls and CEO interviews. He extrapolates a lot of stuff which just isn't true. Like saying their ECG model can"  
[X Link](https://x.com/But_The_Comps/status/1960129550811291878)  2025-08-25T23:57Z [---] followers, [---] engagements


"Congrats to longs. It def says more about the market we're in than the data. There's always a bull mkt somewhere and I hope that generalists come back to this one soon in full force"  
[X Link](https://x.com/But_The_Comps/status/1998041158132572199)  2025-12-08T14:45Z [---] followers, [---] engagements


"Shit almost makes me wanna sell $CRVS reports data in January would be awesome with positive news around JPM conference. Atopic dermatitis-extension cohort [--] of the Phase [--] clinical trial $KYMR up huge on AD news. $CRVS reports data in January would be awesome with positive news around JPM conference. Atopic dermatitis-extension cohort [--] of the Phase [--] clinical trial $KYMR up huge on AD news"  
[X Link](https://x.com/But_The_Comps/status/1998056374589350299)  2025-12-08T15:45Z [---] followers, [---] engagements


"$pdd guy punched the regulator in the face story made Bloomberg front page and stock dipped 3%. That tells you pretty much everything you need to know about positioning"  
[X Link](https://x.com/But_The_Comps/status/1999327459108630533)  2025-12-12T03:56Z [---] followers, [---] engagements


"@flippyfloppy52 I think they either need vax to work in CRC or Harmoni-3 to work. Otherwise people might not care enough. It's too big to be acquired and no generalists will look at it"  
[X Link](https://x.com/But_The_Comps/status/2000916740671463446)  2025-12-16T13:11Z [---] followers, [--] engagements


"Now do life expectancy Healthcare ate our economy https://t.co/po8UhBZJvh Healthcare ate our economy https://t.co/po8UhBZJvh"  
[X Link](https://x.com/But_The_Comps/status/2004096544669397149)  2025-12-25T07:47Z [---] followers, [--] engagements


"In case people don't know. Latest Tirzepatide reimbursement price for the lowest dose is $65/month in China $NVO Cuts China Wegovy Price Before Patent Expiry Yicai Reports. $LLY https://t.co/WTRAZQcgkI $NVO Cuts China Wegovy Price Before Patent Expiry Yicai Reports. $LLY https://t.co/WTRAZQcgkI"  
[X Link](https://x.com/But_The_Comps/status/2005618500740710576)  2025-12-29T12:34Z [---] followers, [---] engagements


"I wish there's more discussion and less ad hominem attacks on biotwitter"  
[X Link](https://x.com/But_The_Comps/status/2005881211248689357)  2025-12-30T05:58Z [---] followers, [--] engagements


"Anyone wanna hang out in SF on Sun Jan [--] or Thu/Fri Jan 15/16"  
[X Link](https://x.com/But_The_Comps/status/2006927601575801321)  2026-01-02T03:16Z [---] followers, [--] engagements


"Buyout. $CRVS is cancelling all previously planned conference attendances including presentation at the J.P. Morgan Healthcare Conference on Monday Jan 12th $CRVS is cancelling all previously planned conference attendances including presentation at the J.P. Morgan Healthcare Conference on Monday Jan 12th"  
[X Link](https://x.com/But_The_Comps/status/2008183024828240233)  2026-01-05T14:25Z [---] followers, [---] engagements


"Looks better than $zlab #WCLC25: After T-cell engagers targeting DLL3 the first ADC targeting DLL3 is here: Phase [--] data from SHR4849 DLL3 targeting ADC with a Topo-1 payload: 👉 All comers : ORR 73.2% DCR 93% 👉 2nd Line: ORR 77.1% DCR 77.1% 👉 Brain ORR 83% 👉 Hematology toxicity Encouraging https://t.co/E4oRdJ9131 #WCLC25: After T-cell engagers targeting DLL3 the first ADC targeting DLL3 is here: Phase [--] data from SHR4849 DLL3 targeting ADC with a Topo-1 payload: 👉 All comers : ORR 73.2% DCR 93% 👉 2nd Line: ORR 77.1% DCR 77.1% 👉 Brain ORR 83% 👉 Hematology toxicity Encouraging"  
[X Link](https://x.com/But_The_Comps/status/1964716685430247719)  2025-09-07T15:45Z [---] followers, [---] engagements


"$adag what's going on"  
[X Link](https://x.com/But_The_Comps/status/1965434869129052265)  2025-09-09T15:19Z [---] followers, [---] engagements


"Why isn't $ACAD pws an easy layup They literally have done it in prior phase [--] and this time even better powered"  
[X Link](https://x.com/But_The_Comps/status/1967019212737835197)  2025-09-14T00:15Z [---] followers, [---] engagements


"@taobanker Favourite utility/staples stock"  
[X Link](https://x.com/But_The_Comps/status/1977894189103989185)  2025-10-14T00:28Z [---] followers, [---] engagements


"Think $DNLI quite interesting into [----]. Pdufa plus the AD BBB field getting more news flow plus they have prob the only tfr/cd98 out there right now"  
[X Link](https://x.com/But_The_Comps/status/1993069694396645728)  2025-11-24T21:30Z [---] followers, [---] engagements


"I guess $legn can kiss goodbye their HK ipo plan"  
[X Link](https://x.com/But_The_Comps/status/1998057037851496775)  2025-12-08T15:48Z [---] followers, [---] engagements


"$TECX got my vote #Biopick2026 contest is officially open for entries. Deadline is eod 2-Jan-26. If interested please fill out an entry form under the link here: https://t.co/AaK21HtHUA Official rules: https://t.co/irMHYN1HRz #Biopick2026 contest is officially open for entries. Deadline is eod 2-Jan-26. If interested please fill out an entry form under the link here: https://t.co/AaK21HtHUA Official rules: https://t.co/irMHYN1HRz"  
[X Link](https://x.com/But_The_Comps/status/2003861885893095433)  2025-12-24T16:14Z [---] followers, [---] engagements


"New to $goss but some random thoughts: - TORREY only real baseline difference is WHO FC. But is WHO FC that important Efficacy not that drastically different across PVR strata. The difference was only visible when stratifying via WHO FC. - OLE deepening response seems nice. Any pushbacks other than natural selection of the remaining small n - PROSERA - how to account for background sotatercept https://twitter.com/i/web/status/2004207572602310671 https://twitter.com/i/web/status/2004207572602310671"  
[X Link](https://x.com/But_The_Comps/status/2004207572602310671)  2025-12-25T15:08Z [---] followers, [---] engagements


"@TheLAPurchaser $txg"  
[X Link](https://x.com/But_The_Comps/status/2007281205105090616)  2026-01-03T02:41Z [---] followers, [---] engagements


"Wouldn't it be the funniest thing if $LLY buys $SMMT before they do $ABVX Jokes aside they do have an ambition in onco and playing beyond #1-3 molecules simply isn't gonna do it for them"  
[X Link](https://x.com/But_The_Comps/status/2008009013460697141)  2026-01-05T02:53Z [---] followers, [----] engagements


"$txg best tools stock for [----] imo @dalibali2 I actually think $txg is on the cusp of seeing real AI benefit @dalibali2 I actually think $txg is on the cusp of seeing real AI benefit"  
[X Link](https://x.com/But_The_Comps/status/2008191215255322891)  2026-01-05T14:57Z [---] followers, [---] engagements


"At this rate I can't even afford the SF flight no more"  
[X Link](https://x.com/But_The_Comps/status/2008323252058226881)  2026-01-05T23:42Z [---] followers, [--] engagements


"$eras still near 52wk high. Hmm"  
[X Link](https://x.com/But_The_Comps/status/2008894806278434834)  2026-01-07T13:33Z [---] followers, [---] engagements


"WE ARE SO BACK"  
[X Link](https://x.com/But_The_Comps/status/2008912389421539571)  2026-01-07T14:43Z [---] followers, [--] engagements


"@LifestyleActa so you're bullish my original tweet was bullish (on risk/reward) or at least it was intended to be"  
[X Link](https://x.com/But_The_Comps/status/2008915087118192755)  2026-01-07T14:54Z [---] followers, [--] engagements


"Agree on your IP point we all know how it is. I don't think they could even try in 2L PDAC given how far ahead $RVMD is. But to my knowledge $RVMD has literally just started 1L Phase [--] so a latecomer can still compete there. This is a $1bn shitco 5% of $RVMD market cap. So people like me just trading it for shits and giggles. Plus Joyo data is really good https://twitter.com/i/web/status/2009048530162524388 https://twitter.com/i/web/status/2009048530162524388"  
[X Link](https://x.com/But_The_Comps/status/2009048530162524388)  2026-01-07T23:44Z [---] followers, [---] engagements


"Just do it $mrk 😂👍 Half serious M&A predictions: $LLY buys $SMMT $MRK buys $RVMD $LLY buys $ABVX $PFE buys $ERAS $BMS buys $VSTM $MRK buys $DNLI $TMO buys $TXG Half serious M&A predictions: $LLY buys $SMMT $MRK buys $RVMD $LLY buys $ABVX $PFE buys $ERAS $BMS buys $VSTM $MRK buys $DNLI $TMO buys $TXG"  
[X Link](https://x.com/But_The_Comps/status/2009406731290652979)  2026-01-08T23:27Z [---] followers, [---] engagements


"@aditharun_ Great stuff. I think the key issue is safety the AE table from the PTCL trial is astonishing. Dizal's JAK1 has great data in PTCL too. So soquelitinib isn't the only option"  
[X Link](https://x.com/But_The_Comps/status/2009469055443619948)  2026-01-09T03:35Z [---] followers, [---] engagements


"Shitco will always behave like a shitco. They missed the chance to sell themselves $mdgl and here you go. Fwiw cspc's oral GLP-1 is preclinical and still in an IP lawsuit vs Ascletis . if you don't short this shit I don't know what you short $mdgl and here you go. Fwiw cspc's oral GLP-1 is preclinical and still in an IP lawsuit vs Ascletis . if you don't short this shit I don't know what you short"  
[X Link](https://x.com/But_The_Comps/status/2009624541832835314)  2026-01-09T13:53Z [---] followers, [---] engagements


"fwiw $XBI and $BBC pre- and post-JPM. Draw your own conclusions"  
[X Link](https://x.com/But_The_Comps/status/2009728571200479556)  2026-01-09T20:46Z [---] followers, [---] engagements


"this is going off to a flying start as 50% of float is now being shorted. guys you have a new contra $TECX got my vote $TECX got my vote"  
[X Link](https://x.com/But_The_Comps/status/2009729716048277984)  2026-01-09T20:51Z [---] followers, [---] engagements


"JPM is so tiring"  
[X Link](https://x.com/But_The_Comps/status/2010890903305543985)  2026-01-13T01:45Z [---] followers, [---] engagements


"Like can't they just book a hotel with adequate number of toilets ffs the urinals look like mini fountains. You literally can't open the door cuz some dude is queueing inside JPM is so tiring JPM is so tiring"  
[X Link](https://x.com/But_The_Comps/status/2010925436138885182)  2026-01-13T04:02Z [---] followers, [---] engagements


"5% shares traded 🤨 $qncx more like 50/50 than 20/80 pos. But do remember the pws tragedy from $acad $qncx more like 50/50 than 20/80 pos. But do remember the pws tragedy from $acad"  
[X Link](https://x.com/But_The_Comps/status/2012481096953319567)  2026-01-17T11:04Z [---] followers, [--] engagements


"Biotweet stonks left behind by beta today"  
[X Link](https://x.com/But_The_Comps/status/2014010881714311524)  2026-01-21T16:23Z [---] followers, [--] engagements


"Funny how much of $abt prior nutrition growth has just been pure price hikes just like all other staples"  
[X Link](https://x.com/But_The_Comps/status/2014885952028848431)  2026-01-24T02:20Z [---] followers, [--] engagements


"What if you combine a poor man's RVMD with a poor man's TNGX into one shitco. How much is that worth"  
[X Link](https://x.com/But_The_Comps/status/2015574033669165460)  2026-01-25T23:54Z [---] followers, [---] engagements


"I went long a tiny bit of $pcsc on the basis that this is a hot bio market and a spac near cash is a good risk/reward. In hindsight should have bought a bit more. Think 9% pre-market move could go higher with time. Freenome is an OK target $PCSC 🤝✅ OFFICIAL DA: Freenome and Perceptive Capital Solutions Corp Announce Business Combination Agreement to Create a Publicly Listed Company Transforming Blood-Based Multi-Cancer Detection through an AI/ML-Enabled Multiomics Platform https://t.co/JgHsa49Rzq $PCSC 🤝✅ OFFICIAL DA: Freenome and Perceptive Capital Solutions Corp Announce Business"  
[X Link](https://x.com/But_The_Comps/status/1996943220933079532)  2025-12-05T14:02Z [---] followers, [---] engagements


"@A_May_MD They pretty much never disclosed AD safety data and the AE table on PTCL isn't trivial"  
[X Link](https://x.com/But_The_Comps/status/2013590047908409429)  2026-01-20T12:30Z [---] followers, [---] engagements


"@mtheory11bio Did azn say they will release data at march Didnt see any update from them"  
[X Link](https://x.com/But_The_Comps/status/2016252473871319082)  2026-01-27T20:50Z [---] followers, [--] engagements


"$msft $crm $now announces AZURE trial did not meet primary endpoints program to be discontinued. CFO is on his way to committing seppuku"  
[X Link](https://x.com/But_The_Comps/status/2016887194435407889)  2026-01-29T14:52Z [---] followers, [---] engagements


"@avidresearch They had liver injuries which I actually took as a sign that inhaled could reach enough systematic exposure over time. am I crazy"  
[X Link](https://x.com/But_The_Comps/status/2016887786188787889)  2026-01-29T14:54Z [---] followers, [---] engagements


"AVANZAR delayed again. Other than the longer OS argument is there a case to be made that other 2L drugs in clinical development at the same time may have improved control arm OS materially upon patient progression $azn $mrk $dsnky"  
[X Link](https://x.com/But_The_Comps/status/2017432534590820447)  2026-01-31T02:59Z [---] followers, [---] engagements


"$mpngy giving out $pdd vibes"  
[X Link](https://x.com/But_The_Comps/status/1960628871537344726)  2025-08-27T09:02Z [---] followers, [---] engagements


"@bioinvestor24 Says the guy who paid 3Sbio 1.2bn for a bullshit vegf"  
[X Link](https://x.com/But_The_Comps/status/1985492488237563985)  2025-11-03T23:41Z [---] followers, [---] engagements


"Half serious M&A predictions: $LLY buys $SMMT $MRK buys $RVMD $LLY buys $ABVX $PFE buys $ERAS $BMS buys $VSTM $MRK buys $DNLI $TMO buys $TXG"  
[X Link](https://x.com/But_The_Comps/status/2009088987328336166)  2026-01-08T02:25Z [---] followers, [----] engagements


"$LEGN long thesis in one sentence if you believe that CGT is an area of interest to pharmas & they could run an effective sale process between $JNJ $NOVN.SW and potentially others"  
[X Link](https://x.com/But_The_Comps/status/1799265917412810919)  2024-06-08T02:23Z [---] followers, [---] engagements


"@houndcl What would be the most relevant historical approval example where pfs stat sig but not os"  
[X Link](https://x.com/But_The_Comps/status/1915819383726952724)  2025-04-25T17:25Z [---] followers, [---] engagements


"$adag ctla4 seems to work in CRC. much higher dose vs comps. Sustained inhibition. Perhaps this could lead to OS Don't know if they have the clin dev power to move it thru tho tiktok"  
[X Link](https://x.com/But_The_Comps/status/1953094659867107818)  2025-08-06T14:03Z [---] followers, [---] engagements


"$qncx more like 50/50 than 20/80 pos. But do remember the pws tragedy from $acad"  
[X Link](https://x.com/But_The_Comps/status/2008695173501653232)  2026-01-07T00:20Z [---] followers, [---] engagements


"@ESG_Biotech @CloisterRes @Biohazard3737 Bntx reads out later also up"  
[X Link](https://x.com/But_The_Comps/status/2014012632156561640)  2026-01-21T16:30Z [---] followers, [--] engagements


"@pemulisking He's the biggest shareholder and there isn't many natural suiters considering jnj commercial infra"  
[X Link](https://x.com/But_The_Comps/status/2018502546978156971)  2026-02-03T01:51Z [---] followers, [--] engagements

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