#  @DC_HC_Investor G G posts on X about $cdna, $ntra, market, $wgs the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1785032299131662336/interactions)  - [--] Week [-----] -70% - [--] Month [----------] +153,632% - [--] Months [----------] +244,852% - [--] Year [----------] +209,878% ### Mentions: [--] [#](/creator/twitter::1785032299131662336/posts_active)  - [--] Months [--] +5.90% - [--] Year [--] +29% ### Followers: [---] [#](/creator/twitter::1785032299131662336/followers)  - [--] Week [---] +0.68% - [--] Month [---] +4.20% - [--] Months [---] +22% - [--] Year [---] +92% ### CreatorRank: [---------] [#](/creator/twitter::1785032299131662336/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 26.03% [finance](/list/finance) 9.59% [cryptocurrencies](/list/cryptocurrencies) 9.59% [technology brands](/list/technology-brands) 4.11% [countries](/list/countries) 1.37% **Social topic influence** [$cdna](/topic/$cdna) #1, [$ntra](/topic/$ntra) 5.48%, [market](/topic/market) 5.48%, [$wgs](/topic/$wgs) 5.48%, [$tmo](/topic/$tmo) #12, [$ntla](/topic/$ntla) 4.11%, [$mxct](/topic/$mxct) 4.11%, [$gh](/topic/$gh) 4.11%, [growth](/topic/growth) 4.11%, [allo](/topic/allo) #98 **Top accounts mentioned or mentioned by** [@rnaianalyst](/creator/undefined) [@midwitcapital](/creator/undefined) [@petermantas](/creator/undefined) [@biohazard3737](/creator/undefined) [@valuedig](/creator/undefined) [@thelapurchaser](/creator/undefined) [@boazweinstein](/creator/undefined) [@buccocapital](/creator/undefined) [@buirachel](/creator/undefined) [@peterphan88](/creator/undefined) [@renmacllc](/creator/undefined) [@davidycli](/creator/undefined) [@melioratx](/creator/undefined) [@pythiar](/creator/undefined) [@sevensagescap](/creator/undefined) [@marketplunger1](/creator/undefined) [@nuancerocket](/creator/undefined) [@leevalueroach](/creator/undefined) [@cmsgov](/creator/undefined) [@martinshkreli](/creator/undefined) **Top assets mentioned** [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [GeneDx Holdings Corp. Class A Common Stock (WGS)](/topic/$wgs) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [MaxCyte, Inc. (MXCT)](/topic/$mxct) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Allora (ALLO)](/topic/$allo) [Bruker, Corp. (BRKR)](/topic/$brkr) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Pfizer, Inc. (PFE)](/topic/$pfe) [Danaher Corporation (DHR)](/topic/$dhr) [Amgen, Inc. (AMGN)](/topic/amgen) [Tempus AI, Inc. (TEM)](/topic/$tem) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Caribou Biosciences, Inc. (CRBU)](/topic/$crbu) [Vor Biopharma Inc. (VOR)](/topic/$vor) [Vertex Protocol (VRTX)](/topic/$vrtx) [Veracyte, Inc. (VCYT)](/topic/$vcyt) [IonQ, Inc. (IONQ)](/topic/$ionq) [Repligen, Corp. (RGEN)](/topic/$rgen) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) ### Top Social Posts Top posts by engagements in the last [--] hours "@boazweinstein This is super bearish for the Commanders #sad" [X Link](https://x.com/DC_HC_Investor/status/2018855987088892128) 2026-02-04T01:15Z [---] followers, [---] engagements "@buccocapital If you believe in purely passive investing which to be fair is what most FAs put you in" [X Link](https://x.com/DC_HC_Investor/status/2021655950541910338) 2026-02-11T18:41Z [---] followers, [--] engagements "One x-thru from $NTRA earnings: competing cfDNA test volumes look down YoY while $CDNA volumes grew 13%" [X Link](https://x.com/anyuser/status/1988085609177772304) 2025-11-11T03:25Z [---] followers, [---] engagements "I know cell tx is dead and all. but $ALLO continues to have a v attractive r/r. MRD conversion rate is an easy bar to clear given CarT effectiveness in low tumor burden pts. H2H vs. nothing bi specs aren't appropriate here" [X Link](https://x.com/anyuser/status/2017294530932801995) 2026-01-30T17:51Z [---] followers, [---] engagements "$CDNA announcing positive results in post allo SCT recurrence monitoring. Small market vs. most cancers but shite standard of care here. Give me the MRD multiple plz & thank u" [X Link](https://x.com/DC_HC_Investor/status/2018809037232767342) 2026-02-03T22:09Z [---] followers, [--] engagements "Only one thing to do at a time like this. buy $TMO calls. First time entering the name. Down almost 25% from recent highs. Q4 & guide was solid but still conservative. Makes more sense following other CRO/Tools companies report terrible #'s and guides" [X Link](https://x.com/DC_HC_Investor/status/2021992367851782648) 2026-02-12T16:58Z [---] followers, [---] engagements "Just means $TMO taking WAY more share than previously thought" [X Link](https://x.com/DC_HC_Investor/status/2021992554586345804) 2026-02-12T16:59Z [---] followers, [--] engagements "So down bc "just ok" earnings/guide AI disrupting software somehow impacts their tech offerings to biopharma ICON accounting probe into inflated revs (means higher mkt share to TMO) & other tools company crap earnings (once again means TMO taking more mkt share)" [X Link](https://x.com/DC_HC_Investor/status/2021993424761786759) 2026-02-12T17:02Z [---] followers, [--] engagements "@buirachel Why is the default assumption that $CRBU has great mgmt Cause Rachel speaks eloquently First time CEO CMO just jumped ship late to autoimmune and in vivo. Not trying to be snarky Im long the stock but genuinely curious given some questionable moves" [X Link](https://x.com/DC_HC_Investor/status/1792607384323362891) 2024-05-20T17:24Z [--] followers, [---] engagements "Looking at $BRKR - what are outcome scenarios for $NSTG / $TXG litigation Any precedent for likely resolution" [X Link](https://x.com/DC_HC_Investor/status/1792753499425620399) 2024-05-21T03:05Z [---] followers, [---] engagements "$VRTX appears to have cracked the cells part. If the device approach works and these cells can survive multiple years this would truly transform the treatment of a massive patient population https://www.statnews.com/2024/06/21/vertex-stem-cell-therapy-trial-type-1-diabetes/ https://www.statnews.com/2024/06/21/vertex-stem-cell-therapy-trial-type-1-diabetes/" [X Link](https://x.com/DC_HC_Investor/status/1804477903989526798) 2024-06-22T11:33Z [---] followers, [--] engagements "@RNAiAnalyst @Biohazard3737 RBC hosted Sarah Cuddy from Bringham and she said she's much more optimistic on Intellia following Alny data. She didn't 100% buy that a deeper knockdown would improve outcomes but thinks the argument is much more valid now" [X Link](https://x.com/DC_HC_Investor/status/1805661348149576087) 2024-06-25T17:56Z [---] followers, [--] engagements "$NTLA will be very interesting to watch now. Nobody wants to buy small biotech still. $ALNY data sets a high bar but also should de-risk the "deeper knockdown better outcomes" thesis. Enrollment in [-----] has been better than expected. Will be key data point to watch over" [X Link](https://x.com/DC_HC_Investor/status/1805664558482440322) 2024-06-25T18:09Z [---] followers, [---] engagements "Obviously a biased article ( $ALLO CMO) but makes good points about use case for allo cell tx in hard to treat pops with poor SoC using CLL as an example. $CRBU cb-12 trial going after same disease. Investors abandoning allo cell tx on earliest data seems short sighted" [X Link](https://x.com/DC_HC_Investor/status/1810706264726376903) 2024-07-09T16:03Z [---] followers, [--] engagements "For the first time in a LONG time $ILMN may have the best set up of the Tools/Bioprocessers heading into earnings" [X Link](https://x.com/DC_HC_Investor/status/1814355258421706808) 2024-07-19T17:42Z [---] followers, [---] engagements "Apart from being abandoned/under owned by generalists & LOs +50% of revenue is now clinical (MRD & even liquid Dx are ramping well). Costs for sample prep ( $TWST ) and single cell (Parse Fluent etc) continue to come down so should drive higher sequencing spend" [X Link](https://x.com/DC_HC_Investor/status/1814356487747318099) 2024-07-19T17:47Z [---] followers, [--] engagements "Clear focus from biopharma on efficient R&D AI-driven efficiency improvements depend on huge accurate molecular data sets. $REGN and $VRTX among others continue to emphasize importance of genomic data for improving return on R&D" [X Link](https://x.com/DC_HC_Investor/status/1814357560956231777) 2024-07-19T17:52Z [---] followers, [---] engagements "Great Q and response on $ILMN earnings" [X Link](https://x.com/DC_HC_Investor/status/1821205310297522481) 2024-08-07T15:22Z [---] followers, [---] engagements "@RNAiAnalyst Where do you stand on Intellia vs. Alnylam debate Would a Q6M dosing for Vutri offset demand for a one-time cure" [X Link](https://x.com/DC_HC_Investor/status/1841128953802616925) 2024-10-01T14:52Z [--] followers, [---] engagements "$REGN with $18bn in cash and over $4bn in annual FCF biggest proponent of genetic medicines of all LC biopharma if they dont buy their close partner $NTLA at this price what does that say about Intellia" [X Link](https://x.com/DC_HC_Investor/status/1852387476041523544) 2024-11-01T16:29Z [---] followers, [---] engagements "@peterphan88 MaxCyte has said that if they're used in one partner's asset it's safe to assume they're utilized across the pipeline (obviously assuming it's still ex vivo electroporation)" [X Link](https://x.com/DC_HC_Investor/status/1854292392708305378) 2024-11-06T22:38Z [---] followers, [--] engagements "@RenMacLLC What happened in the next two months" [X Link](https://x.com/DC_HC_Investor/status/1861610427727175947) 2024-11-27T03:18Z [---] followers, [--] engagements "@ValueDig Regeneron should" [X Link](https://x.com/DC_HC_Investor/status/1861880544184750421) 2024-11-27T21:11Z [--] followers, [---] engagements "$VOR significant dilution but biggest overhang was remaining cash balance. Validated data at ASH and entering pivotal trials in an attractive and uncompetitive market. $PFE should've just bought them to double up on Mylotarg market" [X Link](https://x.com/DC_HC_Investor/status/1872713313467154805) 2024-12-27T18:37Z [--] followers, [---] engagements "@davidycli @MelioraTx If theyve suddenly built all this research infrastructure and capacity out of nowhere why have the LS Tools companies ($TMO $DHR etc.) seen such weak China demand Are they buying everything local Would be super -ive if for LSTs if US equipment is no longer needed" [X Link](https://x.com/DC_HC_Investor/status/1875265505701061031) 2025-01-03T19:38Z [--] followers, [---] engagements "JPM putting $REGN and Amgen back to back on the main stage of the first day is diabolic" [X Link](https://x.com/DC_HC_Investor/status/1876747839394529596) 2025-01-07T21:48Z [--] followers, [--] engagements "@RNAiAnalyst $vrtx has the cells great data so far in immunosuppressed pop and in ph1 for cells + a shielding device. Working on immune evasion with $crsp" [X Link](https://x.com/DC_HC_Investor/status/1876836719393186171) 2025-01-08T03:41Z [--] followers, [---] engagements "@PythiaR Not concerned about vaccine exposure" [X Link](https://x.com/DC_HC_Investor/status/1878154514286399883) 2025-01-11T18:58Z [--] followers, [---] engagements "@midwit_capital @peter_mantas Natera launching a WGS & tumor naive test this year. Doctors only want to order from one vendor. Too much of a headache for admin to try to juggle multiple test offerings and Natera has invested a ton in having a flawless physician and patient experience" [X Link](https://x.com/DC_HC_Investor/status/1896658127879352400) 2025-03-03T20:25Z [--] followers, [---] engagements "@midwit_capital @peter_mantas I see your bias as a Personalis investor. Good tech but whole genome is unnecessary in most cancers. If they want any sizable market share $TEM will have to invest a ton in the commercial build out on their behalf. Best pray that Tempus just buys them" [X Link](https://x.com/DC_HC_Investor/status/1896659925545480233) 2025-03-03T20:32Z [--] followers, [---] engagements "@SevenSagesCap @midwit_capital @peter_mantas Yeah they don't get nearly as much love cause heme-onc is a much smaller TAM than solid tumors but MRD status being incorporated more and more as a clinical endpoint in heme trials. I do worry why tumor naive offerings couldn't apply to heme but GH & NTRA havent mentioned it" [X Link](https://x.com/DC_HC_Investor/status/1896935070717587753) 2025-03-04T14:45Z [--] followers, [--] engagements "@marketplunger1 $crwd" [X Link](https://x.com/DC_HC_Investor/status/1899245377162977597) 2025-03-10T23:45Z [--] followers, [---] engagements "@nuancerocket Sneaky bullish for QSRs. Still need to eat meals but order less toppings Def not a cava and cmg bag holder here" [X Link](https://x.com/DC_HC_Investor/status/1900929701356491000) 2025-03-15T15:18Z [--] followers, [--] engagements "$TMO completed buyback in January and didn't mention any increase to repurchase program. Sooo. who they buyin" [X Link](https://x.com/DC_HC_Investor/status/1915388764479750315) 2025-04-24T12:54Z [---] followers, [---] engagements "$MRK should buy $REGN. EV $40bn and you immediately get DD billion $'s in sales for the next [--] years. Basically make it all back in FCF by Dupi LOE. Huge genomics repository & wide ranging pipeline to play with. Ton of cost out ops (Len would never sell so purely thot exercise)" [X Link](https://x.com/DC_HC_Investor/status/1929938821791048179) 2025-06-03T16:30Z [---] followers, [----] engagements "@RNAiAnalyst Both deaths ruled non-treatment related very high risk pt pop also very little value in the stock tied to T1D work. Why are you anti vertex" [X Link](https://x.com/DC_HC_Investor/status/1936952011783585920) 2025-06-23T00:58Z [---] followers, [--] engagements "Above is $ntla vs. $xbi . obvi smid cap HC still pretty unloved but if rates do oblige I'm trying to find relative winners within the sector likely to outperform on a bounce in the sector" [X Link](https://x.com/DC_HC_Investor/status/1938647434034307510) 2025-06-27T17:15Z [---] followers, [---] engagements "Watching $CDNA to break both downtrend and 150d moving avg" [X Link](https://x.com/DC_HC_Investor/status/1938647842014543919) 2025-06-27T17:17Z [---] followers, [--] engagements "What the hell is up with $CRBU . if they hit on upcoming data I will have to assume buyers knew ahead of time" [X Link](https://x.com/DC_HC_Investor/status/1946219463126159449) 2025-07-18T14:44Z [---] followers, [---] engagements "$VOR with a very cool application of $MXCT tech in AML KOs cd33 from bone marrow transplant so you can follow on with Mylotarg (ADC targeting cd33)" [X Link](https://x.com/DC_HC_Investor/status/1831899657557176537) 2024-09-06T03:38Z [---] followers, [---] engagements "I guess this was said at the MS conference a few weeks ago but $VRTX $CRSP have begun infusing patients. It'll be interesting to see how revenue begins to fall through to $MXCT" [X Link](https://x.com/DC_HC_Investor/status/1836854156872597997) 2024-09-19T19:45Z [---] followers, [----] engagements "Last post on $MXCT until it works. Today $EDIT sold these royalties for $57mm schedule by Truist. So avg high teens in millions of $'s. MXCT to get 2.5% of sales of Casgevy. $1bn in sales = $25mm at 90% margins. So PV of that stream well above this $57mm. Current EV $200mm" [X Link](https://x.com/DC_HC_Investor/status/1843308454892695862) 2024-10-07T15:12Z [---] followers, [---] engagements "@ValueDig @leevalueroach Grail is a $2bn mkt cap doing $30m in sales per quarter but losing $200m each quarter. Sales not really growing cause MCED is not economically feasible. Quest now offering Galleri but no payor will cover it" [X Link](https://x.com/DC_HC_Investor/status/1891616473254162662) 2025-02-17T22:31Z [---] followers, [--] engagements "There's one: $WGS $GH on Thursday $CDNA & $NTRA next week" [X Link](https://x.com/DC_HC_Investor/status/1891950293325131926) 2025-02-18T20:37Z [--] followers, [---] engagements "$CDNA guide for '25 growth when backing out prior-period collections: 17% $WGS and $GH guides under same assumptions: 20% EV/Sales: $CDNA 2.7x $WGS 7.7x $GH 6.6x Just sayin" [X Link](https://x.com/DC_HC_Investor/status/1894880301723054580) 2025-02-26T22:40Z [---] followers, [---] engagements "$NTRA (my baby) is at like 10x on 24% growth (will prob end up growing 30+%). $VCYT 5x on like 10% growth" [X Link](https://x.com/DC_HC_Investor/status/1895582898159554916) 2025-02-28T21:12Z [---] followers, [--] engagements "Don't usually try to "play" earnings/catalysts but the sell off today in $CDNA in response to a wipeout in $WGS . feels pretty de-risked" [X Link](https://x.com/DC_HC_Investor/status/1917659909476188554) 2025-04-30T19:18Z [---] followers, [---] engagements "Really strong response from CareDx mgmt to flawed LCD proposal. So many errs in MolDx argument on testing limits combo testing etc. Cherry picking incorrect data from single center obs studies over prospective RCTs. @CMSGov $CDNA CareDx Issues Comment Letter on Draft LCD Policy $CDNA https://t.co/rRbBwsePUT CareDx Issues Comment Letter on Draft LCD Policy $CDNA https://t.co/rRbBwsePUT" [X Link](https://x.com/DC_HC_Investor/status/1963071497716588695) 2025-09-03T02:48Z [---] followers, [---] engagements "HHS just held press conference "Expanding Organ Access to Patients and Restoring Trust" with focus on increasing transplant volumes reducing wait times investing in tech to improve organ health and outcomes and increasing oversight on OPO's to ensure best practices safety etc" [X Link](https://x.com/DC_HC_Investor/status/1968713503855845632) 2025-09-18T16:27Z [---] followers, [--] engagements "Dr. Oz and Makary are former transplant surgeons. This is who $CDNA will be appealing to to revise the MolDx LCD proposal. I like the potential for a positive revision" [X Link](https://x.com/DC_HC_Investor/status/1968713903820472729) 2025-09-18T16:29Z [---] followers, [--] engagements "@MartinShkreli Are we sure the non party demand is there and growing Feels like a lot of companies forced to test out AI applications and finding some use cases but not world beating. Certainly not enough to justify $300bn here $400bn there year after year to power these use cases" [X Link](https://x.com/DC_HC_Investor/status/1972125330250125808) 2025-09-28T02:24Z [---] followers, [--] engagements "@TheLAPurchaser TMO relative total return +9% YTD vs. DHR (for good reason) *Rational thought" [X Link](https://x.com/DC_HC_Investor/status/1980652134631895348) 2025-10-21T15:07Z [---] followers, [---] engagements "@tallnfat @tbuttersnoops They completely botched their first drug launch. Plus Covid biotech bubble blow up. Are you saying they shouldnt have gotten punished for that" [X Link](https://x.com/DC_HC_Investor/status/1981833471120331224) 2025-10-24T21:21Z [---] followers, [--] engagements "@Rainmaker1973 Ask him if $IONQ is a short" [X Link](https://x.com/DC_HC_Investor/status/1994978058886139906) 2025-11-30T03:53Z [---] followers, [---] engagements "@Biohazard3737 I have zero experience working at a biotech but I read the Billion Dollar Molecule about Vertexs beginnings in the 80s and I was baffled by the work ethic and drive from top to bottom. A true race against time & unknown competition. Life or death to be first to synthesize" [X Link](https://x.com/DC_HC_Investor/status/2006378742478758076) 2025-12-31T14:55Z [---] followers, [----] engagements "@AndreasSteno Bubble bubble structural shift bubble. Lock in those gains while you got em" [X Link](https://x.com/DC_HC_Investor/status/2014900994316939279) 2026-01-24T03:20Z [---] followers, [--] engagements "@TheLAPurchaser This idea that UNH can return to 13-16% EPS cagr is so misleading. Grew from $50b to $500b by a) rolling up private docs and steering pts internally (under DoJ probe); b) PBMs (always under attack and margin pressure); c) MA (also under eye of DoJ and now hated by Trump)" [X Link](https://x.com/DC_HC_Investor/status/2016164999287173303) 2026-01-27T15:02Z [---] followers, [---] engagements "@Borlaug_ I def bottom ticked it" [X Link](https://x.com/DC_HC_Investor/status/2018377126018183637) 2026-02-02T17:33Z [---] followers, [---] engagements "The blood based Dx market is so attractive for multiple entrenched leaders. COGS coming down from cheap sequencing and infrastructure scale. ASPs going up as great data driving guidelines reimbursement & adoption. Feels like we're at an inflection $NTRA $GH $WGS $CDNA" [X Link](https://x.com/anyuser/status/1882831831143514523) 2025-01-24T16:44Z [---] followers, [---] engagements "Throwing on the technical tin foil hat here but feel like there's a lot of smid caps in HC that are nearing breakouts. Want confirmation before adding but econ data slowing considerably despite what market trying to tell you so rates should move lower and help out strength" [X Link](https://x.com/DC_HC_Investor/status/1938647432092373488) 2025-06-27T17:15Z [---] followers, [---] engagements "celebrating my wins don't ask me about my losses" [X Link](https://x.com/DC_HC_Investor/status/1968714270851416242) 2025-09-18T16:30Z [---] followers, [--] engagements "Commentators at start of game: Salah relying on a defense of rookies. Holds Atlanta to [--] points after a [--] spot on the Commanders @JPFinlayNBCS" [X Link](https://x.com/anyuser/status/1980112295058391321) 2025-10-20T03:22Z [---] followers, [--] engagements "$ASND is a buy no" [X Link](https://x.com/anyuser/status/1981567246603559423) 2025-10-24T03:43Z [---] followers, [---] engagements "Did John Leonard dunk on @adamfeuerstein at some point Whys he got so much hate for Intellia I get disagreeing with risk/reward of the tx but it seems super personal to him" [X Link](https://x.com/DC_HC_Investor/status/1983286859922059662) 2025-10-28T21:36Z [---] followers, [---] engagements "$RGEN is a good example of caution when buying stocks 10x sales" [X Link](https://x.com/anyuser/status/1983555821645492285) 2025-10-29T15:25Z [---] followers, [---] engagements "Initiating $ASND" [X Link](https://x.com/anyuser/status/1986844193898058062) 2025-11-07T17:12Z [---] followers, [---] engagements "Technicals do not account for deaths apparently" [X Link](https://x.com/anyuser/status/1986861474594132412) 2025-11-07T18:21Z [---] followers, [--] engagements "$CDNA the clear laggard this year due to a less than favorable Medicare proposal. Underlying biz doing great under new mgmt but clarity needed on final LCD (early [----] likely). If final LCD revised even slightly in their favor this stock is $30 immediately" [X Link](https://x.com/anyuser/status/1986863264270106914) 2025-11-07T18:28Z [---] followers, [---] engagements "Lot of pounding the table on $TWST having some game changing tech vs. legacy players yet. stock -40% YTD on weak NGS demand despite pretty much all NGS players having banner performance years with substantial revenue/volume growth" [X Link](https://x.com/anyuser/status/1992985055183204359) 2025-11-24T15:53Z [---] followers, [---] engagements "$GRAL is a short" [X Link](https://x.com/anyuser/status/2013715041363628285) 2026-01-20T20:47Z [---] followers, [--] engagements "RT @zerohedge: UNITEDHEALTH SINKS MORE THAN 9% ON MEDICARE RATES REPORT WHITE HOUSE PLANS FLAT RATES FOR MEDICARE INSURERS IN 2027: WSJ G" [X Link](https://x.com/DC_HC_Investor/status/2015951689849737639) 2026-01-27T00:55Z [---] followers, [----] engagements "Commercially 15k pts eligible per year. 20% penetration and you have a blockbuster. mAbs like gross margins too. Mkt cap $350m and we'll know if this works or not in early Q2" [X Link](https://x.com/anyuser/status/2017297879728067061) 2026-01-30T18:04Z [---] followers, [--] engagements "imo $5 stock if interim exceeds 30% conversion rate. $0 if misses but feel like it's about 50/50 into the IA. From $1.70 today I like the odds there in a therapeutic area that's been completely discarded by the market" [X Link](https://x.com/DC_HC_Investor/status/2017299411466940532) 2026-01-30T18:10Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DC_HC_Investor GG posts on X about $cdna, $ntra, market, $wgs the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 26.03% finance 9.59% cryptocurrencies 9.59% technology brands 4.11% countries 1.37%
Social topic influence $cdna #1, $ntra 5.48%, market 5.48%, $wgs 5.48%, $tmo #12, $ntla 4.11%, $mxct 4.11%, $gh 4.11%, growth 4.11%, allo #98
Top accounts mentioned or mentioned by @rnaianalyst @midwitcapital @petermantas @biohazard3737 @valuedig @thelapurchaser @boazweinstein @buccocapital @buirachel @peterphan88 @renmacllc @davidycli @melioratx @pythiar @sevensagescap @marketplunger1 @nuancerocket @leevalueroach @cmsgov @martinshkreli
Top assets mentioned Natera, Inc. Common Stock (NTRA) GeneDx Holdings Corp. Class A Common Stock (WGS) Thermo Fisher Scientific Inc. (TMO) Intellia Therapeutics, Inc (NTLA) MaxCyte, Inc. (MXCT) Guardant Health, Inc. Common Stock (GH) Twist Bioscience Corporation Common Stock (TWST) CRISPR Therapeutics AG (CRSP) Allora (ALLO) Bruker, Corp. (BRKR) 10x Genomics, Inc. Class A Common Stock (TXG) Pfizer, Inc. (PFE) Danaher Corporation (DHR) Amgen, Inc. (AMGN) Tempus AI, Inc. (TEM) Crowdstrike Holdings Inc (CRWD) CAVA Group, Inc. (CAVA) Merck & Co., Inc. (MRK) Regeneron Pharmaceuticals Inc (REGN) Caribou Biosciences, Inc. (CRBU) Vor Biopharma Inc. (VOR) Vertex Protocol (VRTX) Veracyte, Inc. (VCYT) IonQ, Inc. (IONQ) Repligen, Corp. (RGEN) GRAIL, Inc. Common Stock (GRAL)
Top posts by engagements in the last [--] hours
"@boazweinstein This is super bearish for the Commanders #sad"
X Link 2026-02-04T01:15Z [---] followers, [---] engagements
"@buccocapital If you believe in purely passive investing which to be fair is what most FAs put you in"
X Link 2026-02-11T18:41Z [---] followers, [--] engagements
"One x-thru from $NTRA earnings: competing cfDNA test volumes look down YoY while $CDNA volumes grew 13%"
X Link 2025-11-11T03:25Z [---] followers, [---] engagements
"I know cell tx is dead and all. but $ALLO continues to have a v attractive r/r. MRD conversion rate is an easy bar to clear given CarT effectiveness in low tumor burden pts. H2H vs. nothing bi specs aren't appropriate here"
X Link 2026-01-30T17:51Z [---] followers, [---] engagements
"$CDNA announcing positive results in post allo SCT recurrence monitoring. Small market vs. most cancers but shite standard of care here. Give me the MRD multiple plz & thank u"
X Link 2026-02-03T22:09Z [---] followers, [--] engagements
"Only one thing to do at a time like this. buy $TMO calls. First time entering the name. Down almost 25% from recent highs. Q4 & guide was solid but still conservative. Makes more sense following other CRO/Tools companies report terrible #'s and guides"
X Link 2026-02-12T16:58Z [---] followers, [---] engagements
"Just means $TMO taking WAY more share than previously thought"
X Link 2026-02-12T16:59Z [---] followers, [--] engagements
"So down bc "just ok" earnings/guide AI disrupting software somehow impacts their tech offerings to biopharma ICON accounting probe into inflated revs (means higher mkt share to TMO) & other tools company crap earnings (once again means TMO taking more mkt share)"
X Link 2026-02-12T17:02Z [---] followers, [--] engagements
"@buirachel Why is the default assumption that $CRBU has great mgmt Cause Rachel speaks eloquently First time CEO CMO just jumped ship late to autoimmune and in vivo. Not trying to be snarky Im long the stock but genuinely curious given some questionable moves"
X Link 2024-05-20T17:24Z [--] followers, [---] engagements
"Looking at $BRKR - what are outcome scenarios for $NSTG / $TXG litigation Any precedent for likely resolution"
X Link 2024-05-21T03:05Z [---] followers, [---] engagements
"$VRTX appears to have cracked the cells part. If the device approach works and these cells can survive multiple years this would truly transform the treatment of a massive patient population https://www.statnews.com/2024/06/21/vertex-stem-cell-therapy-trial-type-1-diabetes/ https://www.statnews.com/2024/06/21/vertex-stem-cell-therapy-trial-type-1-diabetes/"
X Link 2024-06-22T11:33Z [---] followers, [--] engagements
"@RNAiAnalyst @Biohazard3737 RBC hosted Sarah Cuddy from Bringham and she said she's much more optimistic on Intellia following Alny data. She didn't 100% buy that a deeper knockdown would improve outcomes but thinks the argument is much more valid now"
X Link 2024-06-25T17:56Z [---] followers, [--] engagements
"$NTLA will be very interesting to watch now. Nobody wants to buy small biotech still. $ALNY data sets a high bar but also should de-risk the "deeper knockdown better outcomes" thesis. Enrollment in [-----] has been better than expected. Will be key data point to watch over"
X Link 2024-06-25T18:09Z [---] followers, [---] engagements
"Obviously a biased article ( $ALLO CMO) but makes good points about use case for allo cell tx in hard to treat pops with poor SoC using CLL as an example. $CRBU cb-12 trial going after same disease. Investors abandoning allo cell tx on earliest data seems short sighted"
X Link 2024-07-09T16:03Z [---] followers, [--] engagements
"For the first time in a LONG time $ILMN may have the best set up of the Tools/Bioprocessers heading into earnings"
X Link 2024-07-19T17:42Z [---] followers, [---] engagements
"Apart from being abandoned/under owned by generalists & LOs +50% of revenue is now clinical (MRD & even liquid Dx are ramping well). Costs for sample prep ( $TWST ) and single cell (Parse Fluent etc) continue to come down so should drive higher sequencing spend"
X Link 2024-07-19T17:47Z [---] followers, [--] engagements
"Clear focus from biopharma on efficient R&D AI-driven efficiency improvements depend on huge accurate molecular data sets. $REGN and $VRTX among others continue to emphasize importance of genomic data for improving return on R&D"
X Link 2024-07-19T17:52Z [---] followers, [---] engagements
"Great Q and response on $ILMN earnings"
X Link 2024-08-07T15:22Z [---] followers, [---] engagements
"@RNAiAnalyst Where do you stand on Intellia vs. Alnylam debate Would a Q6M dosing for Vutri offset demand for a one-time cure"
X Link 2024-10-01T14:52Z [--] followers, [---] engagements
"$REGN with $18bn in cash and over $4bn in annual FCF biggest proponent of genetic medicines of all LC biopharma if they dont buy their close partner $NTLA at this price what does that say about Intellia"
X Link 2024-11-01T16:29Z [---] followers, [---] engagements
"@peterphan88 MaxCyte has said that if they're used in one partner's asset it's safe to assume they're utilized across the pipeline (obviously assuming it's still ex vivo electroporation)"
X Link 2024-11-06T22:38Z [---] followers, [--] engagements
"@RenMacLLC What happened in the next two months"
X Link 2024-11-27T03:18Z [---] followers, [--] engagements
"@ValueDig Regeneron should"
X Link 2024-11-27T21:11Z [--] followers, [---] engagements
"$VOR significant dilution but biggest overhang was remaining cash balance. Validated data at ASH and entering pivotal trials in an attractive and uncompetitive market. $PFE should've just bought them to double up on Mylotarg market"
X Link 2024-12-27T18:37Z [--] followers, [---] engagements
"@davidycli @MelioraTx If theyve suddenly built all this research infrastructure and capacity out of nowhere why have the LS Tools companies ($TMO $DHR etc.) seen such weak China demand Are they buying everything local Would be super -ive if for LSTs if US equipment is no longer needed"
X Link 2025-01-03T19:38Z [--] followers, [---] engagements
"JPM putting $REGN and Amgen back to back on the main stage of the first day is diabolic"
X Link 2025-01-07T21:48Z [--] followers, [--] engagements
"@RNAiAnalyst $vrtx has the cells great data so far in immunosuppressed pop and in ph1 for cells + a shielding device. Working on immune evasion with $crsp"
X Link 2025-01-08T03:41Z [--] followers, [---] engagements
"@PythiaR Not concerned about vaccine exposure"
X Link 2025-01-11T18:58Z [--] followers, [---] engagements
"@midwit_capital @peter_mantas Natera launching a WGS & tumor naive test this year. Doctors only want to order from one vendor. Too much of a headache for admin to try to juggle multiple test offerings and Natera has invested a ton in having a flawless physician and patient experience"
X Link 2025-03-03T20:25Z [--] followers, [---] engagements
"@midwit_capital @peter_mantas I see your bias as a Personalis investor. Good tech but whole genome is unnecessary in most cancers. If they want any sizable market share $TEM will have to invest a ton in the commercial build out on their behalf. Best pray that Tempus just buys them"
X Link 2025-03-03T20:32Z [--] followers, [---] engagements
"@SevenSagesCap @midwit_capital @peter_mantas Yeah they don't get nearly as much love cause heme-onc is a much smaller TAM than solid tumors but MRD status being incorporated more and more as a clinical endpoint in heme trials. I do worry why tumor naive offerings couldn't apply to heme but GH & NTRA havent mentioned it"
X Link 2025-03-04T14:45Z [--] followers, [--] engagements
"@marketplunger1 $crwd"
X Link 2025-03-10T23:45Z [--] followers, [---] engagements
"@nuancerocket Sneaky bullish for QSRs. Still need to eat meals but order less toppings Def not a cava and cmg bag holder here"
X Link 2025-03-15T15:18Z [--] followers, [--] engagements
"$TMO completed buyback in January and didn't mention any increase to repurchase program. Sooo. who they buyin"
X Link 2025-04-24T12:54Z [---] followers, [---] engagements
"$MRK should buy $REGN. EV $40bn and you immediately get DD billion $'s in sales for the next [--] years. Basically make it all back in FCF by Dupi LOE. Huge genomics repository & wide ranging pipeline to play with. Ton of cost out ops (Len would never sell so purely thot exercise)"
X Link 2025-06-03T16:30Z [---] followers, [----] engagements
"@RNAiAnalyst Both deaths ruled non-treatment related very high risk pt pop also very little value in the stock tied to T1D work. Why are you anti vertex"
X Link 2025-06-23T00:58Z [---] followers, [--] engagements
"Above is $ntla vs. $xbi . obvi smid cap HC still pretty unloved but if rates do oblige I'm trying to find relative winners within the sector likely to outperform on a bounce in the sector"
X Link 2025-06-27T17:15Z [---] followers, [---] engagements
"Watching $CDNA to break both downtrend and 150d moving avg"
X Link 2025-06-27T17:17Z [---] followers, [--] engagements
"What the hell is up with $CRBU . if they hit on upcoming data I will have to assume buyers knew ahead of time"
X Link 2025-07-18T14:44Z [---] followers, [---] engagements
"$VOR with a very cool application of $MXCT tech in AML KOs cd33 from bone marrow transplant so you can follow on with Mylotarg (ADC targeting cd33)"
X Link 2024-09-06T03:38Z [---] followers, [---] engagements
"I guess this was said at the MS conference a few weeks ago but $VRTX $CRSP have begun infusing patients. It'll be interesting to see how revenue begins to fall through to $MXCT"
X Link 2024-09-19T19:45Z [---] followers, [----] engagements
"Last post on $MXCT until it works. Today $EDIT sold these royalties for $57mm schedule by Truist. So avg high teens in millions of $'s. MXCT to get 2.5% of sales of Casgevy. $1bn in sales = $25mm at 90% margins. So PV of that stream well above this $57mm. Current EV $200mm"
X Link 2024-10-07T15:12Z [---] followers, [---] engagements
"@ValueDig @leevalueroach Grail is a $2bn mkt cap doing $30m in sales per quarter but losing $200m each quarter. Sales not really growing cause MCED is not economically feasible. Quest now offering Galleri but no payor will cover it"
X Link 2025-02-17T22:31Z [---] followers, [--] engagements
"There's one: $WGS $GH on Thursday $CDNA & $NTRA next week"
X Link 2025-02-18T20:37Z [--] followers, [---] engagements
"$CDNA guide for '25 growth when backing out prior-period collections: 17% $WGS and $GH guides under same assumptions: 20% EV/Sales: $CDNA 2.7x $WGS 7.7x $GH 6.6x Just sayin"
X Link 2025-02-26T22:40Z [---] followers, [---] engagements
"$NTRA (my baby) is at like 10x on 24% growth (will prob end up growing 30+%). $VCYT 5x on like 10% growth"
X Link 2025-02-28T21:12Z [---] followers, [--] engagements
"Don't usually try to "play" earnings/catalysts but the sell off today in $CDNA in response to a wipeout in $WGS . feels pretty de-risked"
X Link 2025-04-30T19:18Z [---] followers, [---] engagements
"Really strong response from CareDx mgmt to flawed LCD proposal. So many errs in MolDx argument on testing limits combo testing etc. Cherry picking incorrect data from single center obs studies over prospective RCTs. @CMSGov $CDNA CareDx Issues Comment Letter on Draft LCD Policy $CDNA https://t.co/rRbBwsePUT CareDx Issues Comment Letter on Draft LCD Policy $CDNA https://t.co/rRbBwsePUT"
X Link 2025-09-03T02:48Z [---] followers, [---] engagements
"HHS just held press conference "Expanding Organ Access to Patients and Restoring Trust" with focus on increasing transplant volumes reducing wait times investing in tech to improve organ health and outcomes and increasing oversight on OPO's to ensure best practices safety etc"
X Link 2025-09-18T16:27Z [---] followers, [--] engagements
"Dr. Oz and Makary are former transplant surgeons. This is who $CDNA will be appealing to to revise the MolDx LCD proposal. I like the potential for a positive revision"
X Link 2025-09-18T16:29Z [---] followers, [--] engagements
"@MartinShkreli Are we sure the non party demand is there and growing Feels like a lot of companies forced to test out AI applications and finding some use cases but not world beating. Certainly not enough to justify $300bn here $400bn there year after year to power these use cases"
X Link 2025-09-28T02:24Z [---] followers, [--] engagements
"@TheLAPurchaser TMO relative total return +9% YTD vs. DHR (for good reason) *Rational thought"
X Link 2025-10-21T15:07Z [---] followers, [---] engagements
"@tallnfat @tbuttersnoops They completely botched their first drug launch. Plus Covid biotech bubble blow up. Are you saying they shouldnt have gotten punished for that"
X Link 2025-10-24T21:21Z [---] followers, [--] engagements
"@Rainmaker1973 Ask him if $IONQ is a short"
X Link 2025-11-30T03:53Z [---] followers, [---] engagements
"@Biohazard3737 I have zero experience working at a biotech but I read the Billion Dollar Molecule about Vertexs beginnings in the 80s and I was baffled by the work ethic and drive from top to bottom. A true race against time & unknown competition. Life or death to be first to synthesize"
X Link 2025-12-31T14:55Z [---] followers, [----] engagements
"@AndreasSteno Bubble bubble structural shift bubble. Lock in those gains while you got em"
X Link 2026-01-24T03:20Z [---] followers, [--] engagements
"@TheLAPurchaser This idea that UNH can return to 13-16% EPS cagr is so misleading. Grew from $50b to $500b by a) rolling up private docs and steering pts internally (under DoJ probe); b) PBMs (always under attack and margin pressure); c) MA (also under eye of DoJ and now hated by Trump)"
X Link 2026-01-27T15:02Z [---] followers, [---] engagements
"@Borlaug_ I def bottom ticked it"
X Link 2026-02-02T17:33Z [---] followers, [---] engagements
"The blood based Dx market is so attractive for multiple entrenched leaders. COGS coming down from cheap sequencing and infrastructure scale. ASPs going up as great data driving guidelines reimbursement & adoption. Feels like we're at an inflection $NTRA $GH $WGS $CDNA"
X Link 2025-01-24T16:44Z [---] followers, [---] engagements
"Throwing on the technical tin foil hat here but feel like there's a lot of smid caps in HC that are nearing breakouts. Want confirmation before adding but econ data slowing considerably despite what market trying to tell you so rates should move lower and help out strength"
X Link 2025-06-27T17:15Z [---] followers, [---] engagements
"celebrating my wins don't ask me about my losses"
X Link 2025-09-18T16:30Z [---] followers, [--] engagements
"Commentators at start of game: Salah relying on a defense of rookies. Holds Atlanta to [--] points after a [--] spot on the Commanders @JPFinlayNBCS"
X Link 2025-10-20T03:22Z [---] followers, [--] engagements
"$ASND is a buy no"
X Link 2025-10-24T03:43Z [---] followers, [---] engagements
"Did John Leonard dunk on @adamfeuerstein at some point Whys he got so much hate for Intellia I get disagreeing with risk/reward of the tx but it seems super personal to him"
X Link 2025-10-28T21:36Z [---] followers, [---] engagements
"$RGEN is a good example of caution when buying stocks 10x sales"
X Link 2025-10-29T15:25Z [---] followers, [---] engagements
"Initiating $ASND"
X Link 2025-11-07T17:12Z [---] followers, [---] engagements
"Technicals do not account for deaths apparently"
X Link 2025-11-07T18:21Z [---] followers, [--] engagements
"$CDNA the clear laggard this year due to a less than favorable Medicare proposal. Underlying biz doing great under new mgmt but clarity needed on final LCD (early [----] likely). If final LCD revised even slightly in their favor this stock is $30 immediately"
X Link 2025-11-07T18:28Z [---] followers, [---] engagements
"Lot of pounding the table on $TWST having some game changing tech vs. legacy players yet. stock -40% YTD on weak NGS demand despite pretty much all NGS players having banner performance years with substantial revenue/volume growth"
X Link 2025-11-24T15:53Z [---] followers, [---] engagements
"$GRAL is a short"
X Link 2026-01-20T20:47Z [---] followers, [--] engagements
"RT @zerohedge: UNITEDHEALTH SINKS MORE THAN 9% ON MEDICARE RATES REPORT WHITE HOUSE PLANS FLAT RATES FOR MEDICARE INSURERS IN 2027: WSJ G"
X Link 2026-01-27T00:55Z [---] followers, [----] engagements
"Commercially 15k pts eligible per year. 20% penetration and you have a blockbuster. mAbs like gross margins too. Mkt cap $350m and we'll know if this works or not in early Q2"
X Link 2026-01-30T18:04Z [---] followers, [--] engagements
"imo $5 stock if interim exceeds 30% conversion rate. $0 if misses but feel like it's about 50/50 into the IA. From $1.70 today I like the odds there in a therapeutic area that's been completely discarded by the market"
X Link 2026-01-30T18:10Z [---] followers, [--] engagements
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