# ![@CloisterRes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::830061441730256897.png) @CloisterRes McGriddle Connoisseur

McGriddle Connoisseur posts on X about $bbio, $srpt, $tsla, $xbi the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::830061441730256897/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::830061441730256897/c:line/m:interactions.svg)

- [--] Week [------] -68%
- [--] Month [-------] +708%
- [--] Months [-------] +82%
- [--] Year [-------] +10%

### Mentions: [--] [#](/creator/twitter::830061441730256897/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::830061441730256897/c:line/m:posts_active.svg)

- [--] Week [--] -33%
- [--] Month [--] +56%
- [--] Months [---] +46%
- [--] Year [---] -9.20%

### Followers: [---------] [#](/creator/twitter::830061441730256897/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::830061441730256897/c:line/m:followers.svg)

- [--] Week [-----] +0.84%
- [--] Month [-----] +2.70%
- [--] Months [-----] +10%
- [--] Year [-----] +17%

### CreatorRank: [---------] [#](/creator/twitter::830061441730256897/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::830061441730256897/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [us election](/list/us-election) 

**Social topic influence**
[$bbio](/topic/$bbio), [$srpt](/topic/$srpt), [$tsla](/topic/$tsla), [$xbi](/topic/$xbi), [$vktx](/topic/$vktx), [$mrna](/topic/$mrna), [$alny](/topic/$alny), [$lly](/topic/$lly), [$tslaq](/topic/$tslaq), [money](/topic/money)

**Top assets mentioned**
[BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Tesla, Inc. (TSLA)](/topic/$tsla) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Moderna Inc (MRNA)](/topic/$mrna) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Eli Lilly and Company (LLY)](/topic/$lly) [Abivax SA (ABVX)](/topic/$abvx) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Vertex Protocol (VRTX)](/topic/$vrtx) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [uniQure N.V. (QURE)](/topic/$qure) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [iTeos Therapeutics, Inc. (ITOS)](/topic/$itos) [Mirati Therapeutics, Inc. Common Stock (MRTX)](/topic/$mrtx) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Seagen Inc (SGEN)](/topic/$sgen) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ROGin AI (ROG)](/topic/$rog) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Insmed, Inc. (INSM)](/topic/$insm) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [AMN Healthcare Services (AMN)](/topic/$amn) [Vor Biopharma Inc. (VOR)](/topic/$vor) [Biogen Inc (BIIB)](/topic/$biib) [Arcus Biosciences, Inc. (RCUS)](/topic/$rcus) [Amylyx Pharmaceuticals, Inc. (AMLX)](/topic/$amlx) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Royalty Pharma plc (RPRX)](/topic/$rprx) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Amgen, Inc. (AMGN)](/topic/$amgn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bluefin (BLUE)](/topic/$blue) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [Uber Technologies, Inc. (UBER)](/topic/uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@A_May_MD Yah. Hope he is smart enough to turn this into a binary play and go get a $1bn+ from Royalty Pharma or Blue Owl. Bet the farm IMO"  
[X Link](https://x.com/CloisterRes/status/1957810577260122369)  2025-08-19T14:23Z [----] followers, [----] engagements


"I really struggle with the valuation for $CYTK. Like I want to go hog-wild similar to $BBIO in late [----] but it's just not stupid cheap"  
[X Link](https://x.com/CloisterRes/status/2002838226088984899)  2025-12-21T20:26Z [----] followers, [----] engagements


"Time for me to short $MRNA. Pray for me"  
[X Link](https://x.com/CloisterRes/status/2014387953447960672)  2026-01-22T17:21Z [----] followers, [----] engagements


"Usually dont catch a 12.5% move in [--] hrs but shant complain $mrna Time for me to short $MRNA. Pray for me Time for me to short $MRNA. Pray for me"  
[X Link](https://x.com/CloisterRes/status/2014715019913564270)  2026-01-23T15:01Z [----] followers, [----] engagements


"@BlaseBio Well - I am biased by my quasi-long position. But I'm not sure what else you would want to see from an efficacy perspective at year [--] of a trial where you had crossover at year [--]. Genuinely curious - what would you need to see to say "Yes the drug is doing something""  
[X Link](https://x.com/CloisterRes/status/2015791963379822596)  2026-01-26T14:20Z [----] followers, [---] engagements


"Europe is so anti-productivity that they have permanently impaired the rest of the world with their outrageous requirement to comply w/ regulations. How many billions of man-hours are wasted incessantly clicking "Accept Cookies" per year"  
[X Link](https://x.com/CloisterRes/status/2017624288434459089)  2026-01-31T15:41Z [----] followers, [----] engagements


"@Biohazard3737 @Tig1tron Well - probably an even easier buy after data now. Now an EV 6.5b still half off the $MYOK number and maybe a better drug. Pretty clear where its going now"  
[X Link](https://x.com/CloisterRes/status/1739989856204493300)  2023-12-27T12:41Z [----] followers, [----] engagements


"Perhaps they are buying a Revolutionary Medicine for IBD from $abvx for $20b not a company called Revolution Medicines for $20b"  
[X Link](https://x.com/CloisterRes/status/2009020867276124414)  2026-01-07T21:54Z [----] followers, [----] engagements


"@Biohazard3737 got too cheap - oncology pipeline is huge and if something works there (it will when you throw enough shit at the wall) then there's some value. IMO clearly not vaccines. Was long $MRNA on the onco pipeline being too cheap but IMO run too far now w/o more readouts"  
[X Link](https://x.com/CloisterRes/status/2013996277084639478)  2026-01-21T15:25Z [----] followers, [----] engagements


"What can $SRPT possibly show Monday for the stock to be up 10% I'm sorry but the narratives (both bull and bear) seem pretty entrenched"  
[X Link](https://x.com/CloisterRes/status/2014811785857991138)  2026-01-23T21:25Z [----] followers, [----] engagements


"If you don't believe the $SRPT data there are some decent EC datasets. Purple is Elevidys Red is the natural history from Muntoni et al in [----]. Broadly similar to the EC that $SRPT reported (of course they can actually match 1:1 which we can't)"  
[X Link](https://x.com/CloisterRes/status/2015902029013496039)  2026-01-26T21:37Z [----] followers, [----] engagements


"One could mess around with this lots more (this is literally [--] mins of me looking up some papers) to get sophisticated but IDK.kind of feels like what you expect to see w/ uDys therapy: marginal effect that is only meaningful over years of muscle damage AUC"  
[X Link](https://x.com/CloisterRes/status/2015902030934458398)  2026-01-26T21:37Z [----] followers, [---] engagements


"Other papers agree such as this from Pane et al that you expect at minimum a [--] pt NSAA decline for the "blue" line (patients under 7) which is analogous to the $SRPT starting age"  
[X Link](https://x.com/CloisterRes/status/2015902435135418769)  2026-01-26T21:39Z [----] followers, [----] engagements


"@Zackfoot Phase [--] muscle-targeted siRNA programs from $ARWR still to read out"  
[X Link](https://x.com/CloisterRes/status/2016266532280513022)  2026-01-27T21:46Z [----] followers, [---] engagements


"Gonna be crazy when $MSFT is at $1000 in [--] years because the narrative flipped from AI impacted bad to AI impacted good"  
[X Link](https://x.com/CloisterRes/status/2018796139194294598)  2026-02-03T21:18Z [----] followers, [---] engagements


"Once again I have tweeted something only to find out that @Biohazard3737 had the same thought [--] hours ago"  
[X Link](https://x.com/CloisterRes/status/2019073095877747049)  2026-02-04T15:38Z [----] followers, [----] engagements


"Me in late 2025: Man I made a lot on this biotech bull market. This time Ill be smart and diversify by taking some off the table and putting it into unrelated asset classes like software and health insurers. Lol. LMAO even"  
[X Link](https://x.com/CloisterRes/status/2019486155016704174)  2026-02-05T18:59Z [----] followers, [----] engagements


"Lmao. Yes it is a great idea to vibe code up some HRIS and save ourselves $100k per year in workday costs. Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with"  
[X Link](https://x.com/CloisterRes/status/2020304424212787598)  2026-02-08T01:11Z [----] followers, [----] engagements


"@adamfeuerstein It is my long $SRPT thesis"  
[X Link](https://x.com/CloisterRes/status/2021600979125260353)  2026-02-11T15:03Z [----] followers, [----] engagements


"OK - last tweet of the day on $NKTR. AtD - story is written. But AA is way underappreciated. This thing is not "AtD only" drug it's (potentially) a "pipeline-in-a-product". $NKTR should immediately work on opening 4-5 PoC Ph2 in other indications"  
[X Link](https://x.com/CloisterRes/status/2021274533169336607)  2026-02-10T17:26Z [----] followers, [----] engagements


"@A_May_MD And youre not bullish $VKTX"  
[X Link](https://x.com/CloisterRes/status/2022349083151876133)  2026-02-13T16:36Z [----] followers, [----] engagements


"Why isn't $NVO mooning Seems like maybe estimates are waaaaay low on Wegovy oral adoption. Vol not too expensive for leaps Why"  
[X Link](https://x.com/CloisterRes/status/2022379032772264144)  2026-02-13T18:35Z [----] followers, [----] engagements


"@truthfromthone (none of the people taking wegovy pills are intentionally waiting [--] mins in the morning after they take their pills to eat) u can write whatever you want on the label.doesn't mean people have to follow it. Doc: "wait [--] mins" Pt: "Yeah definitely" *wink wink*"  
[X Link](https://x.com/CloisterRes/status/2022413870246351156)  2026-02-13T20:53Z [----] followers, [---] engagements


"The $DNLI data are interesting (no position) - one biomarker looks great one biomarker looks bad.but which is the more important biomarker Can we construct a world where neurofilament going up is a good thing"  
[X Link](https://x.com/CloisterRes/status/1419653274777571329)  2021-07-26T13:38Z [----] followers, [--] engagements


"@Biohazard3737 Ive been thinking about this today. It is probably too obvious to try to replay [----] - ie short everything then long everything. And not sure that long $CVAC $MRNA $NVAX and whatever other vax garbage pops up will work - might not get approved before conventional vax rollout"  
[X Link](https://x.com/CloisterRes/status/1785148498960105512)  2024-04-30T03:25Z [----] followers, [----] engagements


"Was saying in the office the other day. If I am Julian Baker and I want to make another $SGEN. I take a position in $VKTX then merge with $MDGL (Im already on the board). Metabolic/obesity powerhouse bundling cash flow positive to support [----]. Lot of synergy"  
[X Link](https://x.com/anyuser/status/1881715558531661907)  2025-01-21T14:48Z [----] followers, 12.4K engagements


"The $KROS thing is interesting from a governance perspective. I get ADAR1 accepting the full tender - their only constituency is their LPs. But how can Pontifax have [--] board seats and still get a better deal than the rest of the equity holders"  
[X Link](https://x.com/CloisterRes/status/1978430106277204262)  2025-10-15T11:57Z [----] followers, [----] engagements


"Anyone know why the upcoming $JANX update is only PSMA and not also including EGFR https://investors.januxrx.com/investor-media/news/news-details/2025/Janux-Therapeutics-to-Host-Virtual-Event-Discussing-Updated-Phase-1a-and-Phase-1b-Clinical-Data-for-JANX007-in-mCRPC/default.aspx https://investors.januxrx.com/investor-media/news/news-details/2025/Janux-Therapeutics-to-Host-Virtual-Event-Discussing-Updated-Phase-1a-and-Phase-1b-Clinical-Data-for-JANX007-in-mCRPC/default.aspx"  
[X Link](https://x.com/CloisterRes/status/1993143961423397187)  2025-11-25T02:25Z [----] followers, 11.7K engagements


"Not sure I will ever really understand the reticence to buy $VKTX by pharma. Me-too of a drug thats going to do $100B/year. How can you not make that math work (And Im quite happy with my $VKTX trading. Selling vol way outperforming the common.)"  
[X Link](https://x.com/CloisterRes/status/2019065902826734057)  2026-02-04T15:09Z [----] followers, [----] engagements


"@berner_my The stock could go to one penny and not affect their jobs lmao. Do you think that $TEAM is like running an ATM to pay salaries"  
[X Link](https://x.com/CloisterRes/status/2019642077290569740)  2026-02-06T05:19Z [----] followers, [----] engagements


"The other one of interest was a guy who worked at $WING corporate. Basically said they dont need to hire anyone any more(corp not store level) due to productivity gains from AI. Built agents to handle franchisees better analytics in real time etc. Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they"  
[X Link](https://x.com/CloisterRes/status/2019752363607658699)  2026-02-06T12:37Z [----] followers, [----] engagements


"I just have to say that startups probably have better things to do than vibe coding PM HR or CRM software. Like your startup probably aint gonna go well if youre trying to save $10k on Workday per month when you could be actually doing something to grow your business"  
[X Link](https://x.com/CloisterRes/status/2020335515527233544)  2026-02-08T03:14Z [----] followers, [----] engagements


"Most importantly: $NKTR should be able to finance on the back of this to release the financing overhang. Stock would be a lot higher if that is gone so I expect this to run after they price a deal tonight. $NKTR We will get a lot more data/info than what is available in the PR but what the PR shows is *very* good. Caveat emptor these response retention rates are higher than Dupixent's.EVEN FOR Q12W DOSING of rezpeg. That's a big surprise to me given how management had seemed https://t.co/iJTTxDqGaW $NKTR We will get a lot more data/info than what is available in the PR but what the PR shows"  
[X Link](https://x.com/CloisterRes/status/2021202150009995384)  2026-02-10T12:38Z [----] followers, [----] engagements


"$NKTR data quite clear. Very consistent effects across arms. No new safety data signal. Really the only wart is the ISRs. If not for those youd say its kinda perfect I am of course long. Probably not adding more as its already a big position but this should be up more"  
[X Link](https://x.com/CloisterRes/status/2021211320096588071)  2026-02-10T13:15Z [----] followers, [----] engagements


"Would be quite funny if @p_remarks account getting nuked marked the bottom of the SaaSpocalypse"  
[X Link](https://x.com/CloisterRes/status/2021241387493085626)  2026-02-10T15:14Z [----] followers, [----] engagements


"$vor Think I should go long form on a long that I am embarrassed to talk about publicly. Historically thats a good sign. Think I should go long form on a long that I am embarrassed to talk about publicly. Historically thats a good sign"  
[X Link](https://x.com/CloisterRes/status/2013762502018933169)  2026-01-20T23:56Z [----] followers, [----] engagements


"Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW"  
[X Link](https://x.com/CloisterRes/status/2019575336141508864)  2026-02-06T00:54Z [----] followers, 100.8K engagements


"Why do people believe that what just happened in the $RGNX Hunter program is going to be ANY different from what is going to happen to their (and $SLDB) DMD program (i will delete this tweet if wrong)"  
[X Link](https://x.com/CloisterRes/status/2021267711699882174)  2026-02-10T16:59Z [----] followers, [----] engagements


"@lfholt in re:"  
[X Link](https://x.com/CloisterRes/status/2021984036730941605)  2026-02-12T16:25Z [----] followers, [---] engagements


"@PCM_bio @Biohazard3737 I am certain they could go to $RPRX and get a yard tomorrow if they want"  
[X Link](https://x.com/CloisterRes/status/1869405611659788452)  2024-12-18T15:33Z [----] followers, [---] engagements


"Quite amazing that $APGE an innovation-free IL-13 is a $3.6B market cap and $NKTR with a FIC Treg is at $1.2B. I know I sound like a cultist but it feels like those numbers should be flipped"  
[X Link](https://x.com/CloisterRes/status/1981663260202999925)  2025-10-24T10:05Z [----] followers, [----] engagements


"Anyone know why my favorite nursing stock $AMN is in the shitter"  
[X Link](https://x.com/CloisterRes/status/2022011956077768763)  2026-02-12T18:16Z [----] followers, [----] engagements


"@truthfromthone my point is that people in the phase [--] trial (which produced the labeled data for the drug) were also non-compliant. My BELIEF is that real-world efficacy will not deviate meaningfully from the Phase [--] trial as people don't magically act differently in a [---] year-long P3 trial"  
[X Link](https://x.com/CloisterRes/status/2022428893777662140)  2026-02-13T21:53Z [----] followers, [---] engagements


"Remember this quote from Martin Tripp when $TSLA production/deliveries are announced. Nothing would surprise me this week"  
[X Link](https://x.com/CloisterRes/status/1013389296672403456)  2018-07-01T11:50Z [----] followers, [--] engagements


"1/Thread: $TSLA Model [--] demand in the USA/Canada will be mostly exhausted by the end of Q3.if $TSLA delivers Model 3s at the pace they did in Q2. Furthermore I think recent inventory build is a problem of logistics/delivery NOT demand. The current outstanding Model [--] orders:"  
[X Link](https://x.com/CloisterRes/status/1020692088264982528)  2018-07-21T15:28Z [----] followers, [--] engagements


"If there were ever a night for $TSLA to take a massive earnings shit hoo boy this would be it"  
[X Link](https://x.com/CloisterRes/status/1055184859767980034)  2018-10-24T19:50Z [----] followers, [--] engagements


"After the brief MR-induced resurrection $TSLA Model [--] ordering has fallen back into the grave"  
[X Link](https://x.com/CloisterRes/status/1070294634478399490)  2018-12-05T12:31Z [----] followers, [--] engagements


"$AAPL starting to look attractive given past [--] years' valuation. Although if trade tensions keep heating up look out below. Source: own calcs company filings"  
[X Link](https://x.com/CloisterRes/status/1072162107788005377)  2018-12-10T16:12Z [----] followers, [--] engagements


"Look at the difference in demand for $TSLA though. Orders in the past few weeks are having deliveries scheduled in some cases less than a week essentially never more than two weeks. A little over a month ago it was taking up to two months to schedule delivery"  
[X Link](https://x.com/CloisterRes/status/1073313470446063616)  2018-12-13T20:27Z [----] followers, [--] engagements


"This $TSLA earnings call might be epic. Cant tell if Elon is tweeting in the depths of depression or if his standard excited ramblings but it bodes well for tonight either way. Should be fun. If heat death will be inevitable end of Universe it actually *is* all about journey 🤔 If heat death will be inevitable end of Universe it actually *is* all about journey 🤔"  
[X Link](https://x.com/CloisterRes/status/1090715525305548802)  2019-01-30T20:57Z [----] followers, [--] engagements


"I'm having a Berenste(a)in Bears moment: I was sure that $BMRN was bought out by someone this summer like a Gilead or something"  
[X Link](https://x.com/CloisterRes/status/1179507408391036929)  2019-10-02T21:24Z [----] followers, [--] engagements


"Remember that one earnings call where $TSLAQ put out results like [--] mins before the call"  
[X Link](https://x.com/CloisterRes/status/1187103436518678529)  2019-10-23T20:28Z [----] followers, [--] engagements


"Oil pipelines: $KMI 👌"  
[X Link](https://x.com/CloisterRes/status/1240667190669594625)  2020-03-19T15:51Z [----] followers, [--] engagements


"Why is $AMD and $NVDA not down with the rest of the market"  
[X Link](https://x.com/CloisterRes/status/1241029167027798021)  2020-03-20T15:49Z [----] followers, [--] engagements


"I'm coming around to this view. We've gone from playing poker to playing slots. The Fed will always win because they've rigged the bets in their favor. Just remarkable"  
[X Link](https://x.com/CloisterRes/status/1248236038100746242)  2020-04-09T13:07Z [----] followers, [--] engagements


"The Fed rubs its hands eagerly BRITISH AIRWAYS CUT TO JUNK BY FITCH BRITISH AIRWAYS CUT TO JUNK BY FITCH"  
[X Link](https://x.com/CloisterRes/status/1248261233318547458)  2020-04-09T14:47Z [----] followers, [--] engagements


"Maybe it would have done some good to shut the markets so that the Feds could figure out a way to get liquidity into the hands of the folks that really need it rather than junk bonds and CLOs. Remember when everyone was clamoring for the markets to close What happened did daddy Jerome save you from those terrible evil no good and very rotten RED numbers on your screen Remember when everyone was clamoring for the markets to close What happened did daddy Jerome save you from those terrible evil no good and very rotten RED numbers on your screen"  
[X Link](https://x.com/CloisterRes/status/1248372075116531713)  2020-04-09T22:07Z [----] followers, [--] engagements


"Only the US Government could pay $3.2B to $LUV and get warrants worth approximately $91M. Fantastic terrible idiotic trade. Dilute these MFs at least enough to be painful Why would you only ask for a teenie tiny sliver of equity in exchange for $3B 0.5% of the company Two airline officials confirm that the @USTreasury warrants are at Friday's closing price Two airline officials confirm that the @USTreasury warrants are at Friday's closing price"  
[X Link](https://x.com/anyuser/status/1250176951605657600)  2020-04-14T21:39Z [----] followers, [--] engagements


"Were really going to ATH during the greatest economic downturn in over a hundred years arent we"  
[X Link](https://x.com/CloisterRes/status/1262363529224630272)  2020-05-18T12:44Z [----] followers, [--] engagements


"US/China tensions increasing Global pandemic accelerating Texas/Florida reversing lockdown Highest unemployment in decades Supplementary UI about to end PPP rehiring about to reverse $AAPL which sells widgets is a $1.5T company at 28x earnings"  
[X Link](https://x.com/CloisterRes/status/1276564777716891648)  2020-06-26T17:15Z [----] followers, [--] engagements


"Don't worry folks I'm going my part to kill the precious metals rally"  
[X Link](https://x.com/CloisterRes/status/1287793411081240576)  2020-07-27T16:54Z [----] followers, [--] engagements


"Going to buy some $SRPT today. I think I'm probably about 10-20% early on entry price but I need to start building some position. Cannot be more different from the $BMRN situation IMO"  
[X Link](https://x.com/CloisterRes/status/1296796674602475520)  2020-08-21T13:09Z [----] followers, [--] engagements


"20 years later Enbrel alone has achieved $70B in sales and still has years of healthy sales ahead of it. Then realize that Amgen also got Neupogen.and Epogen.and Aranesp. Is this not like the greatest mega-deal of all time in biotech $AMGN - Immunex"  
[X Link](https://x.com/CloisterRes/status/1318702774998257664)  2020-10-20T23:56Z [----] followers, [--] engagements


"I honestly cannot believe that $AUPH hasn't been bought yet. Even if the IP protection is only through [----] I would bet that [--] years of exclusivity from launch is likely enough for it to be a compelling acquisition. No position just surprised considering it should be SoC now"  
[X Link](https://x.com/CloisterRes/status/1319624704316104704)  2020-10-23T13:00Z [----] followers, [--] engagements


"$ECYT must have had the greatest BD person of all time Novartis dives even deeper into radioligands notching licensing deal with iTheranostics for multiple compounds $NVS by @JSully27 https://t.co/fSFLbR99W5 Novartis dives even deeper into radioligands notching licensing deal with iTheranostics for multiple compounds $NVS by @JSully27 https://t.co/fSFLbR99W5"  
[X Link](https://x.com/CloisterRes/status/1376881962980405252)  2021-03-30T13:00Z [----] followers, [--] engagements


"I dont follow $CMG that closely any more but arent they valued at approximately $100M per deli"  
[X Link](https://x.com/CloisterRes/status/1382866464751767555)  2021-04-16T01:20Z [----] followers, [--] engagements


"Wife had the $JNJ shot [--] weeks ago. She now has slowly progressing (thus far fairly minor) tingling/burning in the hands and feet and slight weakness. Doctors didnt want to do a lumbar puncture but think it may be a mild case of Guillain Barre. Very odd symptom constellation"  
[X Link](https://x.com/CloisterRes/status/1385959092183650309)  2021-04-24T14:09Z [----] followers, [--] engagements


"It has taken me [--] years but I have finally internalized it: Short selling is like telling crude jokes to your wife - best used sparingly and only when youre certain it will be well received. Otherwise its not worth the risk of the blowup"  
[X Link](https://x.com/CloisterRes/status/1388139508282056708)  2021-04-30T14:33Z [----] followers, [--] engagements


"Tecfidera ruling hopefully soon so we can get a negative readout and I can flush more into this stock which is giving me early onset dementia. $biib"  
[X Link](https://x.com/CloisterRes/status/1422910463256498183)  2021-08-04T13:21Z [----] followers, [--] engagements


"Im a [--] - think Im going to have palpitations going into $SRPT data. On a scale of 1-10 your excitement level about #biotech heading into #JPM22: On a scale of 1-10 your excitement level about #biotech heading into #JPM22:"  
[X Link](https://x.com/CloisterRes/status/1479548776683556871)  2022-01-07T20:21Z [----] followers, [--] engagements


"Im just really good at time arbitrage I tell myself as my IRA sits in two multi-year litigation stories one of which I cant even trade unless I go to one of the tutes. $ROIV $BMYRT"  
[X Link](https://x.com/CloisterRes/status/1505721746346942471)  2022-03-21T01:43Z [----] followers, [--] engagements


"In todays episode of Algos Running Amok we see $NVAX (a COVID vaccine maker) running in sympathy with $MRNA (a COVID vaccine maker) despite the $MRNA news being wholly unrelated to COVID vaccines"  
[X Link](https://x.com/CloisterRes/status/1602676903609077764)  2022-12-13T14:48Z [----] followers, [--] engagements


"The funniest thing about $GERN is that their composition of matter patent expires in [--] years. Even if everything works out for them they could launch in say [----] with a CoM patent expiring in [----]. Yikes dog"  
[X Link](https://x.com/CloisterRes/status/1608881467798720517)  2022-12-30T17:43Z [----] followers, [----] engagements


"Cray-cray: $ITOS trading at a -$230M EV with imminent P3 from the closest comp to its combo. Say $ROG P3 fails. Tony Wood already out saying onc out ID in. $GSK kills further investment in TIGIT and $ITOS goes to cash on a $ROG P3 fail Could happen"  
[X Link](https://x.com/CloisterRes/status/1638306420444545026)  2023-03-21T22:27Z [----] followers, [----] engagements


"@GreatHeel I've had some stinkers in my day but I think literally the only thing I've ridden down to [--] is my $BMYRT and even that has a chance to be worth SOMETHING in litigation. $SVB is an impressive DONUT"  
[X Link](https://x.com/CloisterRes/status/1657943659604574208)  2023-05-15T02:59Z [----] followers, [----] engagements


"I just have a feeling that $RCUS will end the day +25% and $ITOS will end the day flat. Probably same thing when the $ROG P3 reads out"  
[X Link](https://x.com/CloisterRes/status/1662082770372263938)  2023-05-26T13:06Z [----] followers, [---] engagements


"I made a handy calendar of TIGIT readouts specifically for the haters negative EV enjoyers and Ira Mellman stans $RCUS $TIGIT $ROG"  
[X Link](https://x.com/CloisterRes/status/1665432642504802304)  2023-06-04T18:57Z [----] followers, [----] engagements


"I 🤢 am 🤢 long 🤢 $NVDA"  
[X Link](https://x.com/CloisterRes/status/1668638250796195840)  2023-06-13T15:15Z [----] followers, [---] engagements


"$LLY - so strong. Straight up and to the right. Shorting is hard. BUT You can never get surprised with a buyout in this one Instead - you can bleed in 1% increments for the rest of your life"  
[X Link](https://x.com/CloisterRes/status/1669737657558241281)  2023-06-16T16:04Z [----] followers, [--] engagements


"I am not short $LLY but Im itching"  
[X Link](https://x.com/CloisterRes/status/1669737891122278401)  2023-06-16T16:05Z [----] followers, [--] engagements


"@PredatorDiaries @US_FDA Aduhelm quite different IMO - $BIIB shot themselves in the foot over and over to the point that even laypeople have an innate hatred for Aduhelm. Not sure the same political/popular cover exists to turn down an approved therapy for ALS"  
[X Link](https://x.com/CloisterRes/status/1671076385316655104)  2023-06-20T08:46Z [----] followers, [---] engagements


"The cigarettes of the 21st century. Too bad it will take another [--] years before we get a restrict use of social media to adults. $META etc will ultimately receive the Marlboro treatment especially when we get discovery and see the internal documents showing they knew"  
[X Link](https://x.com/CloisterRes/status/1671810486592045057)  2023-06-22T09:21Z [----] followers, [----] engagements


"I unfortunately must start banging the table on $ITOS. -$250M EV If $ROG P3 NSCLC +ve think $ITOS is up 100+%. If $ROG P3 NSCLC is -ve I think within a few weeks $GSK/$ITOS jointly discontinue the big P3 in NSCLC (cash burn). Crazy to think it could go up either way"  
[X Link](https://x.com/CloisterRes/status/1674028268784107527)  2023-06-28T12:13Z [----] followers, [----] engagements


"The number of people gloating over a stock that went from a $3T market cap to a $2.86T market cap is astounding. Like I get it Im short too but my bros were a long way from sanity"  
[X Link](https://x.com/CloisterRes/status/1687565521632276480)  2023-08-04T20:45Z [----] followers, [---] engagements


"Pretty interesting that $UPS outlook lowered significantly"  
[X Link](https://x.com/CloisterRes/status/1688858957614399489)  2023-08-08T10:25Z [----] followers, [---] engagements


"Someone explain to me the $VKTX valuation. So GLP1 are magic weight loss drugs magic CVD drugs and $VKTX has the most advanced non commercial next-gen GLP1. Oh also a TRb agonist that is maybe better than the one about to be approved. [--] hefty shots on goal with high PoS"  
[X Link](https://x.com/CloisterRes/status/1688875517187923968)  2023-08-08T11:31Z [----] followers, [----] engagements


"The $NVDA thing is so funny and really shows the power of flows. Does it make any sense that this thing is trading at a P/S of 10on 2028E assuming sales increase 5x just to get there Of course not. But it can always get whackier so you cant really short it either"  
[X Link](https://x.com/CloisterRes/status/1693980428783300856)  2023-08-22T13:36Z [----] followers, [---] engagements


"Everybody check out Umer new note on Skyscraper01 hoooooooly shiiiiiit $ROG $ITOS $RCUS"  
[X Link](https://x.com/CloisterRes/status/1694128326082793701)  2023-08-22T23:24Z [----] followers, [----] engagements


"$MDGL well thats interesting. I have no idea how to contextualize this yet. Julian Baker de facto CEO to sell the company at this point basically a replay of $SGEN"  
[X Link](https://x.com/CloisterRes/status/1701203541107290213)  2023-09-11T11:58Z [----] followers, [----] engagements


"Did you know that you dont need a doctor for type [--] diabetes or GLP1 agonists since there are natural alternatives Thats why Im getting into pig and Gila monster farming for an all-natural supply of porcine insulin and salivary long-acting GLP1 agonist"  
[X Link](https://x.com/CloisterRes/status/1702400638443733059)  2023-09-14T19:15Z [----] followers, [----] engagements


"$BBIO. Great data sold off immediately on the back of it"  
[X Link](https://x.com/CloisterRes/status/1706379877430047159)  2023-09-25T18:47Z [----] followers, [---] engagements


"$VKTX - like their GLP/GIP data never even happened"  
[X Link](https://x.com/CloisterRes/status/1706379883453001908)  2023-09-25T18:47Z [----] followers, [----] engagements


"Among other things may help explain why the stock is trading so strongly on the back of massive dilution"  
[X Link](https://x.com/CloisterRes/status/1707496552346894534)  2023-09-28T20:44Z [----] followers, [---] engagements


"BREAKING: Las Vegas Sphere Announces New Halloween Attraction $XBI"  
[X Link](https://x.com/anyuser/status/1708925675803988085)  2023-10-02T19:23Z [----] followers, 21K engagements


"Anyone ever looked at the IP for the $VKTX GLP1/GIP agonist Is it just tirzepatide with some derivative FA chain How is this thing not squarely infringing the $LLY IP"  
[X Link](https://x.com/CloisterRes/status/1709383978300412187)  2023-10-04T01:44Z [----] followers, [----] engagements


"Many mid-cap $XBI names are down 30% in approximately [--] weeks. Just an amazing capitulation and feels like we could still go another 25% from here. Yikes dawg"  
[X Link](https://x.com/CloisterRes/status/1709577751118676053)  2023-10-04T14:34Z [----] followers, [----] engagements


"Nothing more pathetic than these $AMZN longs complaining that its down like 15% in a few months when its still +50% YTD"  
[X Link](https://x.com/CloisterRes/status/1709959411479798065)  2023-10-05T15:51Z [----] followers, [---] engagements


"$MRTX takeover OMG were so back baby 1-yr return: -7.8%"  
[X Link](https://x.com/CloisterRes/status/1711142368458469642)  2023-10-08T22:11Z [----] followers, [----] engagements


"GLP-1 mania is hilarious. Let's imagine GLP-1 reduces all CKD by 50%. (I would be shocked it's this high) Now imagine as many patients are on GLP1s as statins (25% also LMAO). The reduction in total CKD is (drumroll.) 12.5%. At peak GLP1 market penetration"  
[X Link](https://x.com/CloisterRes/status/1712129934922047626)  2023-10-11T15:36Z [----] followers, 14.3K engagements


"Just wait until some 5-year GLP1 outcomes study shows it reduces risk of cancer occurrence by 5%. $MRK will be down 15% in one day"  
[X Link](https://x.com/CloisterRes/status/1712129936318759248)  2023-10-11T15:36Z [----] followers, [----] engagements


"Why wouldn't $VKTX go for everyone's lunch and run a combo GLP1/GIP/THRb agonist study for NASH Bet you the results are spectacular - blood lipids body weight fibrosis inflammation all goes out the window"  
[X Link](https://x.com/CloisterRes/status/1712185927903133782)  2023-10-11T19:18Z [----] followers, [----] engagements


"So - who is the first gene therapy company to go public with a permanent GLP1 overexpression cassette"  
[X Link](https://x.com/CloisterRes/status/1712439499450409153)  2023-10-12T12:06Z [----] followers, [----] engagements


"I wonder if the converse of the $PMVP phenomenon is true - do KRASmut patients not respond to the KRAS inhibitors if they also have a P53 mutation I guess only $MRTX or $AMGN could realistically answer this in Panc or CRC. Not sure Im as bearish on $PMVP as the market here"  
[X Link](https://x.com/CloisterRes/status/1712807380201668949)  2023-10-13T12:27Z [----] followers, [----] engagements


"BREAKING NEWS: Our analysis of $XBI suggests that beyond the traditional Phase [--] Phase [--] and Phase [--] probabilities of success a new paradigm has emerged for the pathway to approval for new molecular entities"  
[X Link](https://x.com/anyuser/status/1712840596774089070)  2023-10-13T14:39Z [----] followers, 14.9K engagements


"Did $ITOS get a GLP1 or something"  
[X Link](https://x.com/CloisterRes/status/1714284696992186534)  2023-10-17T14:18Z [----] followers, [----] engagements


"Took a swing on $SRPT calls for P3 DMD GTx readout. Think reasonable chance that it works (70%). Sell-side has same expectations but I can't square that with what I hear in the Twitter-sphere and the market cap of $SRPT. I thought people hated this thing"  
[X Link](https://x.com/CloisterRes/status/1715370427164328165)  2023-10-20T14:12Z [----] followers, [----] engagements


"@drsprs Im not sure. Think if there wasnt the stupendous imbalance in NSAA in the P2 that the age difference wouldnt have been as stark"  
[X Link](https://x.com/CloisterRes/status/1715399567154282910)  2023-10-20T16:08Z [----] followers, [---] engagements


"@Rebrand_As_Y Oh no my Magnificent [--] stock is only up 45% this year what can I do"  
[X Link](https://x.com/CloisterRes/status/1715568740375703826)  2023-10-21T03:20Z [----] followers, [---] engagements


"@BoitechB @retailbiotech @jq1234t @Sanctuary_Bio Hey thats offensive"  
[X Link](https://x.com/CloisterRes/status/1716847911714082822)  2023-10-24T16:03Z [----] followers, [---] engagements


"@adar170 @pharmafather123 I just dont understand how anyone buys these things. Ok second-in-class fine maybe even third. But who the hell is underwriting HER2 ADC number [--] Or CD19 CAR-T number 78"  
[X Link](https://x.com/CloisterRes/status/1718999704757829783)  2023-10-30T14:34Z [----] followers, [---] engagements


"So - $SRPT will trade down bigly but AA wont get pulled Could be a crazy oppty to buy it. I have a small call position that is about to get 0d but will be interesting to see how cheap it gets"  
[X Link](https://x.com/CloisterRes/status/1719089901054923143)  2023-10-30T20:32Z [----] followers, [----] engagements


"$SRPT could be the funniest most stereotypical biotech stock of all time. Like a 3-YO scribbling on a page just nonstop straight up and straight down every few months"  
[X Link](https://x.com/CloisterRes/status/1719316642314809793)  2023-10-31T11:33Z [----] followers, [----] engagements


""WhAt If iNsUrErS wOn'T pAy FoR iT eVeN iF iT's ApProVeD" $SRPT"  
[X Link](https://x.com/CloisterRes/status/1719376373330952525)  2023-10-31T15:30Z [----] followers, [----] engagements


"@Biohazard3737 That could be true as well. Good point. Was thinking timing was odd that last patient visit for TUDCA-ALS was end of sep so the primary analysis should be coming together right about now but I think youre right its likely sympathy with $SRPT"  
[X Link](https://x.com/CloisterRes/status/1720107050137772151)  2023-11-02T15:54Z [----] followers, [---] engagements


"People shocked that the shit stocks are rallying. Most important maxim you can have tattooed to your eyelids: Buy margin of safety when markets are strong. Buy RISK when markets are soft. If you watched an $XBI 25% drawdown and bought $VRTX idk what to tell you"  
[X Link](https://x.com/CloisterRes/status/1726685339056828493)  2023-11-20T19:33Z [----] followers, [----] engagements


"@bearcapital1 How will they ever run a trial with an approved gene therapy (maybe [--] if PFE works) ahead of them in DMD"  
[X Link](https://x.com/CloisterRes/status/1727738370040775023)  2023-11-23T17:18Z [----] followers, [---] engagements


"@bearcapital1 Dont think patients parents will buy some wonky preclinical rationale to use their one shot on a gene therapy on something unproven. Not sure how this is even debatable"  
[X Link](https://x.com/CloisterRes/status/1727791123232395266)  2023-11-23T20:47Z [----] followers, [---] engagements


"@Biohazard3737 A sad day for my plans to one day be an LP but a great day for you Congratulations"  
[X Link](https://x.com/CloisterRes/status/1729876752166780944)  2023-11-29T14:55Z [----] followers, [----] engagements


"$IMGN a good drug but not sure its worth $10Bn. Importantly - my opinion dont matter $ABBV and $BMY both willing to pay up heavily in targeted oncology. Not sure how they get to a workable DCF on $IMGN or $MRTX at those numbers but hey good for the space"  
[X Link](https://x.com/CloisterRes/status/1730207747814064426)  2023-11-30T12:50Z [----] followers, [----] engagements


"I am starting a new obesity-focused therapeutic company. We are making ipecac in pill form QD dosing. Guaranteed to cause sustained weight loss if we achieve high patient compliance. $ALT"  
[X Link](https://x.com/CloisterRes/status/1730369860993974597)  2023-11-30T23:34Z [----] followers, [---] engagements


"Feel like Peter Lynch right now. My problem is that Im falling in love every day with a different biotech ticker. There are so many amazing opportunities today. Just wish I had more $$$ to invest. I want to own so many of them"  
[X Link](https://x.com/CloisterRes/status/1730616327252173214)  2023-12-01T15:54Z [----] followers, [----] engagements


"@KlendathuCap For the scientist who has lived by his faith in the power of reason He has scaled the mountain of ignorance; he is about to conquer the highest peak; as he pulls himself over the final rock he is greeted by a band of theologians who have been sitting there for centuries"  
[X Link](https://x.com/CloisterRes/status/1731049386778534126)  2023-12-02T20:35Z [----] followers, [---] engagements


"I think $VRTX is a great short"  
[X Link](https://x.com/CloisterRes/status/1734902126361350146)  2023-12-13T11:44Z [----] followers, [----] engagements


"Really glad I didnt get filled at $355 this morning. Very happy to get it in the high $370s. $VRTX Things are a bit exuberant in this name"  
[X Link](https://x.com/CloisterRes/status/1734926320159584360)  2023-12-13T13:20Z [----] followers, [---] engagements


"Am I the only biotech investor hardly making money on the long book today Feels more like a +0.5% day not a +2% day in the $XBI"  
[X Link](https://x.com/CloisterRes/status/1735340524775555424)  2023-12-14T16:46Z [----] followers, [----] engagements


"@NickAndBiotech Thats just a sign that capital markets are functioning properly 😂"  
[X Link](https://x.com/CloisterRes/status/1735345353174421529)  2023-12-14T17:05Z [----] followers, [---] engagements


"Anyone see the sickle cell KOL notes from sell side on $VRTX $BLUE Think it was Stifel"  
[X Link](https://x.com/CloisterRes/status/1735732422136750190)  2023-12-15T18:43Z [----] followers, [---] engagements


"$LLY - assume earnings grow +400% from today to [----]. You can buy the stock today at 20x earnings [----] earnings. No price too dear"  
[X Link](https://x.com/CloisterRes/status/1736382807574786343)  2023-12-17T13:48Z [----] followers, [----] engagements


"What if competition What if CVOT Mounjaro surprise (Sema almost crossed back at [--] months) What if patients dont stay on for life like Lipitor or Humira What if payor / societal pushback How do you make money from here Even bigger blowouts than already priced in"  
[X Link](https://x.com/CloisterRes/status/1736384813026758802)  2023-12-17T13:56Z [----] followers, [---] engagements


"Sowhy isnt $TSVT flying in the AH People think that that label gonna get slapped on all CAR-Ts"  
[X Link](https://x.com/CloisterRes/status/1737986641422139504)  2023-12-22T00:01Z [----] followers, [----] engagements


"@ShortShitStocks Or lower VCN lower VCN/td-cell differences in manufacturing process etc etc"  
[X Link](https://x.com/CloisterRes/status/1737988413465174057)  2023-12-22T00:08Z [----] followers, [---] engagements


"Feel like Ive seen this same BioStocks tweet like [--] times lmao $MIST resumes 40% $MIST resumes 40%"  
[X Link](https://x.com/CloisterRes/status/1739625840818659766)  2023-12-26T12:34Z [----] followers, [----] engagements


"$BHVN valuation is puzzling. Lot of credit for their FcRn drug (but preclinical and I thought we hated those now) and the recent $CERE takeover I guess Is that really worth $3.5Bn I like the company and think management quite smart but seems very frothy"  
[X Link](https://x.com/CloisterRes/status/1739665593056293066)  2023-12-26T15:12Z [----] followers, [----] engagements


"A buyout is only a sound decision by Big Pharma if it involves a company which I happen to be long"  
[X Link](https://x.com/CloisterRes/status/1739687821437260164)  2023-12-26T16:41Z [----] followers, [----] engagements


"@adar170 $MRTX might actually work if $AMGN lumakras blowup and krazati gets to frontline with PD1but yah"  
[X Link](https://x.com/CloisterRes/status/1740000499154514138)  2023-12-27T13:23Z [----] followers, [---] engagements


"Biotech investors: Upside is capped. DiD yOu KnOw tHeRe aRe CoNvErTs Converts outstanding: like 2% of the float Lol. Lmao even"  
[X Link](https://x.com/CloisterRes/status/1740031912318570839)  2023-12-27T15:28Z [----] followers, [----] engagements


"@Biotech_DD Mind if I repost and H/T a locked account Think this is important"  
[X Link](https://x.com/anyuser/status/1740364006400143451)  2023-12-28T13:28Z [--] followers, [---] engagements


"Wtf why are my biotech stocks down"  
[X Link](https://x.com/CloisterRes/status/1740443157828133231)  2023-12-28T18:42Z [----] followers, [----] engagements


"Inflation is insane. Went to buy some more hair product and was shocked at the price thinking it couldnt be right. Went back to my order history and in fact the cost of my hair product has more than doubled in [--] years Definitely believe the CPI number of 12% LMAOOOO"  
[X Link](https://x.com/anyuser/status/1740798528245604467)  2023-12-29T18:14Z [--] followers, [----] engagements


"We went from a juicy environment for longs to a juicy environment for shorts in biotechs in the span of like [--] trading days LMAO"  
[X Link](https://x.com/anyuser/status/1742239735542583700)  2024-01-02T17:41Z [--] followers, [----] engagements


"@monaco_biotech I dont disagree. But for someone with a reasonable fundamental tilt I can hedge pretty cheaply now"  
[X Link](https://x.com/anyuser/status/1742244594278862860)  2024-01-02T18:00Z [--] followers, [---] engagements


"Wonder if we could see the same with $CYTK. Wouldnt be surprised to get a chance to buy it in the low $60s sometime this Q. @Biohazard3737 $MDGL yet another classic biotech where you get a chance within [--] months to buy at or below the price at which it originally gapped. Seems to always be the case see also $VKTX $AMLX @Biohazard3737 $MDGL yet another classic biotech where you get a chance within [--] months to buy at or below the price at which it originally gapped. Seems to always be the case see also $VKTX $AMLX"  
[X Link](https://x.com/CloisterRes/status/1743088660436713808)  2024-01-05T01:54Z [----] followers, 18.7K engagements


"@given2tweet Exactly. Think they thought the move off the data was too strong simply due to all of the $NVS-related rumors.probably saying "why do we need to pay a premium on top of the premium that already came when people learned we are preparing a bid". probably done at $100 IMO"  
[X Link](https://x.com/anyuser/status/1745501244939231682)  2024-01-11T17:41Z [--] followers, [--] engagements


"@Bakery_bros Companies with a market cap of $20M are well known to have large and significant short interest 😂"  
[X Link](https://x.com/anyuser/status/1746001347093070278)  2024-01-13T02:48Z [--] followers, [---] engagements


"@LeoStarikov @Biotech_DD My question is the same - is that peak year Cant believe $MRTX peak is only few years away"  
[X Link](https://x.com/CloisterRes/status/1746562662157144161)  2024-01-14T15:59Z [----] followers, [---] engagements


"@given2tweet Was going to put this together - easy math. 12% IRR hurdle for these guys. $10bn sales to just make their money back $19bn to max their profit. Pretty easy to goal seek and see approx launch trajectory; seems reasonably in line with my model which is pretty bullish"  
[X Link](https://x.com/CloisterRes/status/1747973680120918189)  2024-01-18T13:26Z [----] followers, [--] engagements


"@Biotech_DD @Biohazard3737 A 1.5bn peak gives you an 8% IRR for blue owl. The actual hurdle right now is around 12% for royalty cos. To get to a 12% IRR you have to pull forward the sales ie higher peak or faster penetration so 1.5bn is IMO quite conservative"  
[X Link](https://x.com/anyuser/status/1747982204972552328)  2024-01-18T14:00Z [--] followers, [---] engagements


"This is such a great slide. Maybe the forever trade is long $RPRX and short all big pharma.get long a 13% IRR and short a 2% IRR"  
[X Link](https://x.com/anyuser/status/1748071506259619908)  2024-01-18T19:54Z [----] followers, 12.5K engagements


"Can someone explain to me why $VRDN is not a short This thing is completely undifferentiated from Tepezza and yet they still wont show placebo corrected data. What they have shown looks like high response rate in placebo as well Why does a me-too makes sense here"  
[X Link](https://x.com/CloisterRes/status/1748317228464763135)  2024-01-19T12:11Z [----] followers, [----] engagements


"@LuckyStreetCat @Biohazard3737 Exactly. I dont know anything about options other than how to get myself into trouble with them but even for me it was pretty easy to just like see that you could buy Aug and sell next week for not that different a price lmao"  
[X Link](https://x.com/CloisterRes/status/1750282176598343933)  2024-01-24T22:19Z [----] followers, [---] engagements


""Our company has a dominant IP position and we ultimately expect all other players in the space to have to take a license for their products." "We are therefor going to burn all of our cash on our own product development on a 3rd-to-market SCD and beta-thal." -- $EDIT"  
[X Link](https://x.com/CloisterRes/status/1751213128677740735)  2024-01-27T11:58Z [----] followers, [----] engagements


"@2035Bio yah but you have to respect the hustle - those guys are doing BD deals like there's no tomorrow really impressive the amount of nondilutive capital they're pulling down"  
[X Link](https://x.com/anyuser/status/1751214261907448034)  2024-01-27T12:03Z [--] followers, [---] engagements


"It is sad how much of an absolute decrepit bowl of jelly Biden has turned into. It is insane that he won't accept his best move politically would be to bomb Iran and promise them "there's more where that came from" if they act up again. He would soar in the polls"  
[X Link](https://x.com/CloisterRes/status/1752042125649129485)  2024-01-29T18:52Z [----] followers, [---] engagements


"for such decisive leadership much more than the hit to the polls by the temporary spike in oil. Instead he'll do some weak-ass intervention like dropping a solitary pebble on the roof of a Houthi camel station and wag his finger at Iran"  
[X Link](https://x.com/CloisterRes/status/1752042127520133219)  2024-01-29T18:52Z [----] followers, [---] engagements


"$DYN clinical update"  
[X Link](https://x.com/CloisterRes/status/1752043776002883994)  2024-01-29T18:59Z [----] followers, [---] engagements


"$RCUS being slowly enveloped by $GILD as $GILD sees TIGIT data emerging. Ofc $ITOS still trading negative EV"  
[X Link](https://x.com/CloisterRes/status/1752091516464496779)  2024-01-29T22:09Z [----] followers, [---] engagements


"As predicted $VRTX Inferior to Vicodin (significantly). Has to compete with a generic without differentiation in the acute market. Its a short lmao @Biohazard3737 How can anyone think this thing will beat VICODIN in an acute P3 setting @Biohazard3737 How can anyone think this thing will beat VICODIN in an acute P3 setting"  
[X Link](https://x.com/CloisterRes/status/1752295193468952868)  2024-01-30T11:38Z [----] followers, [----] engagements


"Makes sense to add another $10bn to the market cap for this thing. Why not another $100bn"  
[X Link](https://x.com/CloisterRes/status/1752295586605187525)  2024-01-30T11:39Z [----] followers, [----] engagements


"We gonna get any real safety data on the call or nah The fact they didnt call out that there were no cardio signals in the PR is also worrisome no $vrtx"  
[X Link](https://x.com/CloisterRes/status/1752296911980175647)  2024-01-30T11:45Z [----] followers, [---] engagements


"So - no more safety data in the slides for $VRTX than was in the PR.wonder if anyone will ask about cardio or other tox signals of particular interest"  
[X Link](https://x.com/CloisterRes/status/1752316436087791859)  2024-01-30T13:02Z [----] followers, [---] engagements


"$VRTX - how can you go for a broad surgical label when you show that you're statistically inferior to vicodin and not different from placebo over the most painful period (first [--] hours) How do we know which surgeries this is actually effective for and which surgeries it is not"  
[X Link](https://x.com/CloisterRes/status/1752316765218938975)  2024-01-30T13:04Z [----] followers, [----] engagements


"Quick and extraordinarily dirty NPV analysis of $BBIO If you slap a 15% CAGR on the total ATTR market cap it at $10bn/year and assume $BBIO takes 23% of the market you get an NPV of $4.5bn. (Assuming we believe their numbers of $650m per year operating cash burn)"  
[X Link](https://x.com/CloisterRes/status/1752829675833880668)  2024-01-31T23:02Z [----] followers, 13.7K engagements


"@john_bresnahan Haha yep. It's an interesting case not really sure this would be anything more than a sentiment trade tbh. Just feels like we're close to peak 'ick' in the name"  
[X Link](https://x.com/CloisterRes/status/1753427282276778342)  2024-02-02T14:36Z [----] followers, [---] engagements


"Pregnant wife has a 100* fever #1 has strep throat #2 has a stomach bug #3 has a mystery fever Im the only one not infected with plague"  
[X Link](https://x.com/CloisterRes/status/1753578352189854183)  2024-02-03T00:37Z [----] followers, [----] engagements


"Wow $VRTX innovation off the charts. Once daily pill equivalent to twice daily pill Surely this will extend the lifespan of the CF franchise and definitely not be restricted by payors. (There was no functional benefit of the van a triple FYI)"  
[X Link](https://x.com/CloisterRes/status/1754614227803783641)  2024-02-05T21:13Z [----] followers, 11.9K engagements


"We know how important it is for patients that they experience statistically significant improvements in the quantity of chloride ions in their sweat a KEY AND CLINICALLY MEANINGFUL secondary endpoint. $vrtx Wow $VRTX innovation off the charts. Once daily pill equivalent to twice daily pill Surely this will extend the lifespan of the CF franchise and definitely not be restricted by payors. (There was no functional benefit of the van a triple FYI) Wow $VRTX innovation off the charts. Once daily pill equivalent to twice daily pill Surely this will extend the lifespan of the CF franchise and"  
[X Link](https://x.com/CloisterRes/status/1754615792824467874)  2024-02-05T21:19Z [----] followers, [----] engagements


"I have a theory: $LLY for $MDGL 1) explains their weird reluctance to roll the dice on a P3 for NASH with Zepbound which come on theyre running one for sleep apnea 2) Tokat saying to expect more cardio metabolic M&A this year. 3) strong strategic rationale"  
[X Link](https://x.com/CloisterRes/status/1755249098267996267)  2024-02-07T15:16Z [----] followers, [----] engagements


"Think well have some confirmation of this next week if BBI didnt buy any more $MDGL with their $SGEN proceeds on the back of this discount. Disclaimer: Im long $MDGL so this is pure hopium/copium but its intriguing to think about"  
[X Link](https://x.com/CloisterRes/status/1755249100834963871)  2024-02-07T15:16Z [----] followers, [----] engagements


"Anyone have the $MDGL P3 NEJM article that was just published"  
[X Link](https://x.com/CloisterRes/status/1755353680851648711)  2024-02-07T22:11Z [----] followers, [----] engagements


"@gcbioinv For which patent"  
[X Link](https://x.com/CloisterRes/status/1755698178676936901)  2024-02-08T21:00Z [----] followers, [---] engagements


"@Biohazard3737 Absolutely. You just have to get it before $LLY does"  
[X Link](https://x.com/CloisterRes/status/1755779217529126954)  2024-02-09T02:22Z [----] followers, [----] engagements


"$BIIB salivating at the idea of having the first paid spokesman for Leqembi being a former POTUS"  
[X Link](https://x.com/CloisterRes/status/1755962560401023078)  2024-02-09T14:31Z [----] followers, [----] engagements


"@Biohazard3737 I have many shitcos I could introduce you in or just get long $LLY. 😂 I think the right trade is actually not being long but selling puts. I dont see this being acquired much higher than $90 so my upside is +20% and I see the same downside on a definitive deal break"  
[X Link](https://x.com/CloisterRes/status/1756444233865556245)  2024-02-10T22:25Z [----] followers, [---] engagements


"@kolnauhc Thats what I believe as well. Saw same with $SGEN"  
[X Link](https://x.com/CloisterRes/status/1757076725266108672)  2024-02-12T16:18Z [----] followers, [---] engagements


"@Biohazard3737 Yes agreed but the entire market cap is free. Basically trading at $3b EV with some real growth prospects. I dont have a view here as Im not sure I understand Japan equities but has to be a pretty interesting commercial execution story for someone to figure out no"  
[X Link](https://x.com/CloisterRes/status/1757966687121392049)  2024-02-15T03:14Z [----] followers, [---] engagements


"I'm always shocked at the names that become retail favorites. Like why $AUPH A pretty hefty valuation for a drug that's done growing nothing innovative in the pipeline and management can't sell the thing. Why TF people love this beyond me. At least $MRNA had a story"  
[X Link](https://x.com/CloisterRes/status/1758098249590743355)  2024-02-15T11:57Z [----] followers, [----] engagements


"@pharmafather123 They basically telling you the stats plan had to be changed because it failed in the key sub pop which was combo with taf. Now saying a focus on mono therapy extended study for additional time for curves to separate. All bad signs they saw something in the data. $ALNY"  
[X Link](https://x.com/CloisterRes/status/1758135523280064729)  2024-02-15T14:25Z [----] followers, [----] engagements


"@Biohazard3737 Man and I thought I was getting a rough deal when I showed someone my returns and he was like yeah but you got lucky with a couple buyouts and if you take those out you didnt outperform. LMAO"  
[X Link](https://x.com/CloisterRes/status/1758300330024931482)  2024-02-16T01:20Z [----] followers, [----] engagements


"@Biohazard3737 I think if it was only the SAP change it would be much more marginal. The fact they extended it to [--] months has to make one think they saw an event rate much higher than they anticipated especially if baseline characteristics to suggest a population as healthy as $BBIO"  
[X Link](https://x.com/CloisterRes/status/1758336202942411211)  2024-02-16T03:43Z [----] followers, [----] engagements


"Pretty awesome that theres some secretarys and janitors who are lifers at $LLY who are probably multi millionaires from their RSUs"  
[X Link](https://x.com/CloisterRes/status/1758503475283931241)  2024-02-16T14:47Z [----] followers, [----] engagements


"@Biohazard3737 Ah - weve finally identified the buyer who is stepping in for a couple yards of $XBI SMIDs every day"  
[X Link](https://x.com/CloisterRes/status/1758551651785290094)  2024-02-16T17:59Z [----] followers, [---] engagements


"Why dont we all just focus on macro all the time As an $XBI investor/trader Im starting to realize that most of PnL is just positioning and macro moves and maybe 25% is actual alpha on whatever names Im in"  
[X Link](https://x.com/CloisterRes/status/1758613902093410749)  2024-02-16T22:06Z [----] followers, [----] engagements


"Stat sig improvement in fibrosis as well. Means $LLY may have hit on fibrosis too. Sell $MDGL for awhile #NEWS: Were excited to share that our Phase II trial in adults with metabolic dysfunction-associated steatohepatitis (MASH) & liver fibrosis stages F1 F2 & F3 met its primary endpoint & all key secondary endpoints.#LifeForward Learn more 👉 https://t.co/4fW3J5DdN0 https://t.co/lZe28SMZgY #NEWS: Were excited to share that our Phase II trial in adults with metabolic dysfunction-associated steatohepatitis (MASH) & liver fibrosis stages F1 F2 & F3 met its primary endpoint & all key secondary"  
[X Link](https://x.com/CloisterRes/status/1762045616622874841)  2024-02-26T09:23Z [----] followers, [----] engagements


"Is $FGEN down because people are shocked that AZ gave back rights to roxadustat Really"  
[X Link](https://x.com/CloisterRes/status/1762239881831473552)  2024-02-26T22:15Z [----] followers, [----] engagements


"@Biohazard3737 Best decision of mine was to sit next to a ruminant mammal for [--] months a few years back 😂"  
[X Link](https://x.com/CloisterRes/status/1762506294106173491)  2024-02-27T15:53Z [----] followers, [----] engagements


"$AMLX reminds me so much of amyloid drugs. Haters are ignoring what to me appears to me a marginal but reproducible benefit. Feels a lot like $BIIB before lecanemab really blew open the Abeta therapeutic landscape. Goes through different trial designs efficacy etc. Still open question whether TUDCA is driving all of the effect but it sure seems like it's having one. $AMLX https://t.co/9TaDjBCyGx Goes through different trial designs efficacy etc. Still open question whether TUDCA is driving all of the effect but it sure seems like it's having one. $AMLX https://t.co/9TaDjBCyGx"  
[X Link](https://x.com/CloisterRes/status/1762670151927796017)  2024-02-28T02:44Z [----] followers, [----] engagements


"@belowcashbuyer I dont think it matters any more. SubQ was great - above best case scenario. Who cares if oral doesnt work"  
[X Link](https://x.com/CloisterRes/status/1763308001820123354)  2024-02-29T20:59Z [----] followers, [---] engagements


"What if birth rates in the US go up because people become sexier from Ozempic"  
[X Link](https://x.com/CloisterRes/status/1763563061082759414)  2024-03-01T13:52Z [----] followers, [----] engagements


"The $BBIO reaction is quite surprising. Implies global NPV for the program north of $4bn if Bayer is anywhere near accurate in what it is paying for the deal. Think buyside consensus little bit low"  
[X Link](https://x.com/CloisterRes/status/1764750927771160787)  2024-03-04T20:33Z [----] followers, [----] engagements


"$BA is def a shit show but random shit does go wrong daily with planes just going to make the news now"  
[X Link](https://x.com/CloisterRes/status/1767353815378874870)  2024-03-12T00:56Z [----] followers, [---] engagements


"When do we get the Matt Damon interview where he pulls out the ole we cant let Trump have the nuclear codes hes too unstable like he does every election"  
[X Link](https://x.com/CloisterRes/status/1767354140689051854)  2024-03-12T00:57Z [----] followers, [---] engagements


"So $ALNY and $BBIO trading like HELIOS-B failed and succeeded respectfully. Too dumb to just be long both in equal size going into the summer"  
[X Link](https://x.com/CloisterRes/status/1767949916406456550)  2024-03-13T16:24Z [----] followers, [----] engagements


"@Biohazard3737 too bad.they were eager to buyback at double the share price few years back 😡"  
[X Link](https://x.com/CloisterRes/status/1768289240264159651)  2024-03-14T14:53Z [----] followers, [----] engagements


"I guess I don't get it. To me it looks like $BBIO is pricing in a clear win for $ALNY whereas $ALNY is pricing in a coin flip. Lots of nuance and intermediate outcomes but this analysis to me is pretty striking. Where am I wrong here"  
[X Link](https://x.com/CloisterRes/status/1768715456100127016)  2024-03-15T19:06Z [----] followers, [----] engagements


"One thing to ponder. Why did a massive CRO choose CRL as their ticker Was Grade [--] AE not available $CRL"  
[X Link](https://x.com/CloisterRes/status/1768986973690040499)  2024-03-16T13:05Z [----] followers, [----] engagements


"Can someone please explain why ISIS would target Russia"  
[X Link](https://x.com/CloisterRes/status/1771292815169036543)  2024-03-22T21:48Z [----] followers, [----] engagements


"@gcbioinv Thanks makes sense"  
[X Link](https://x.com/CloisterRes/status/1771887561851449829)  2024-03-24T13:11Z [----] followers, [----] engagements


"Thinking about it more: $DYN gets some positive newsflow. CEO says eff this I want out lets run a process. BBG $DYN up for sale. (Important- no names or prices) No subsequent real interest. CEO decides to leave because obv no payday coming soon. Where am I wrong"  
[X Link](https://x.com/CloisterRes/status/1772248053489009050)  2024-03-25T13:03Z [----] followers, [----] engagements


"This is such a monumentally bad take. Yes $PFE in the future will definitely say Eh we dont really need another $SGEN for free lets not invest in the next pandemic. When my editors asked me to chart out who won and lost in the Covid vaccine race I thought "old news." But get this: the worse a large pharma did at Covid vaccines the better they are doing now. That's not great if there is another pandemic. https://t.co/Hy1h9EIoWX When my editors asked me to chart out who won and lost in the Covid vaccine race I thought "old news." But get this: the worse a large pharma did at Covid vaccines the"  
[X Link](https://x.com/CloisterRes/status/1772263093936046246)  2024-03-25T14:03Z [----] followers, [----] engagements


"@Biohazard3737 My exact issue. ABUS/ROIV is due approximately half their cash on the balance sheet. So - they will never settle and pull the cash forward as company has no credible path to cash flow break if you blow a $5bn hole in the B/S. @adar170 Not sure $MRNA who is now CF negative even can. They have year-end cash balance of $9bnno way they give away half of it for a 5% royalty which would already be disappointing for $ROIV. Better they delay delay delay and hope they can get some other things across goal line. @adar170 Not sure $MRNA who is now CF negative even can. They have year-end"  
[X Link](https://x.com/CloisterRes/status/1776301817636196648)  2024-04-05T17:32Z [----] followers, [----] engagements

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