# ![@Dansfera Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::45607773.png) @Dansfera Dan Sfera

Dan Sfera posts on X about $aqst, $iova, $atai, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::45607773/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::45607773/c:line/m:interactions.svg)

- [--] Week [---] -63%
- [--] Month [------] -62%
- [--] Months [-------] +203%
- [--] Year [-------] +412%

### Mentions: [--] [#](/creator/twitter::45607773/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::45607773/c:line/m:posts_active.svg)

- [--] Months [---] +160%
- [--] Year [---] +293%

### Followers: [-------] [#](/creator/twitter::45607773/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::45607773/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] +0.58%
- [--] Months [-----] +4.60%
- [--] Year [-----] +8.80%

### CreatorRank: undefined [#](/creator/twitter::45607773/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::45607773/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$aqst](/topic/$aqst) #18, [$iova](/topic/$iova) #21, [$atai](/topic/$atai) #31, [in the](/topic/in-the), [science](/topic/science), [$spry](/topic/$spry), [fud](/topic/fud), [based](/topic/based), [we are](/topic/we-are), [shorts](/topic/shorts)

**Top accounts mentioned or mentioned by**
[@biotechscanner](/creator/undefined) [@geneinvesting](/creator/undefined) [@vprasadmdmph](/creator/undefined) [@sabinehazanmd](/creator/undefined) [@mrdizle](/creator/undefined) [@henry431171040](/creator/undefined) [@youtube](/creator/undefined) [@cangermayer](/creator/undefined) [@biotechsd](/creator/undefined) [@rosenzweigdmd](/creator/undefined) [@wangruntu1988](/creator/undefined) [@kanthan2030](/creator/undefined) [@amitisinvesting](/creator/undefined) [@ariesfinsights](/creator/undefined) [@drneilstone](/creator/undefined) [@akmicic2](/creator/undefined) [@pmcculloughmd](/creator/undefined) [@drmakaryfda](/creator/undefined) [@sparertime](/creator/undefined) [@elililly](/creator/undefined)

**Top assets mentioned**
[Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Atai Life Sciences B.V. (ATAI)](/topic/$atai) [ARS Pharmaceuticals, Inc. (SPRY)](/topic/$spry) [Solana (SOL)](/topic/$sol) [Pudgy Penguins (PENGU)](/topic/$pengu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Eli Lilly and Company (LLY)](/topic/$lly) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Merck & Co., Inc. (MRK)](/topic/$mrk) [uniQure N.V. (QURE)](/topic/$qure) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [McKesson Corporation (MCK)](/topic/mckesson) [Pfizer, Inc. (PFE)](/topic/$pfe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"1/Why the Feb [--] [----] PDUFA for $rgnx RGX-121 is a dramatically mispriced binary in gene therapy. A regulatory forensics breakdown of the first potential FDA-approved treatment for neuronopathic MPS II (Hunter Syndrome)"  
[X Link](https://x.com/Dansfera/status/2014762041194770833)  2026-01-23T18:07Z [----] followers, [----] engagements


"7/ COMPETITIVE LANDSCAPE: DENALI'S SCIENCE IS STRONG PROFILE IS INFERIOR Denali's DNL310 (tividenofusp alfa): 91% mean CSF HS reduction (NEJM Dec 2025) PDUFA: April [--] [----] (2 months after RGNX) Key difference = Treatment burdenDNL310 = Weekly IV infusions FOR LIFE central line weekly clinic visits infection risk. RGX-121 = One-time intracisternal injection. One-and-done. Brain becomes its own enzyme factory"  
[X Link](https://x.com/Dansfera/status/2014762052263543101)  2026-01-23T18:08Z [----] followers, [---] engagements


"11/ WHY THE MARKET IS WRONG Three major de-risking events being ignored: Surrogate endpoint VALIDATED (Reagan-Udall + FDA precedent) Functional correlation data submitted + PDUFA extension = procedural positive Clean manufacturing inspection = CMC risk eliminated This is one of the most de-risked gene therapy binaries in years"  
[X Link](https://x.com/Dansfera/status/2014762059217686996)  2026-01-23T18:08Z [----] followers, [---] engagements


"For those that choose to short $aqst $iova $atai $rgnx youre making a"  
[X Link](https://x.com/Dansfera/status/2015150206766190781)  2026-01-24T19:50Z [----] followers, [----] engagements


"Living in the future got my 2pack Anaphylm on the back of my Clawdbot mac mini. It now is able to identify and block the shorts before I have to. No more 🪳 $aqst $iova $atai $rgnx"  
[X Link](https://x.com/Dansfera/status/2015635101158342967)  2026-01-26T03:57Z [----] followers, [----] engagements


"Cnn of clinical trials 🧐🤔"  
[X Link](https://x.com/TheRealDanSfera/status/1086746527878438912)  2019-01-19T22:05Z [----] followers, [--] engagements


"GLSI Stock Rockets On No Breast Cancer Recurrence in Phase [--] Clinical Tr. via @YouTube https://youtu.be/F7f72umqZM0 https://youtu.be/F7f72umqZM0"  
[X Link](https://x.com/TheRealDanSfera/status/1336859440369127426)  2020-12-10T02:25Z [----] followers, [--] engagements


"How to Get Started in Clinical Research: Interview with The Clinical Tri. via @YouTube https://youtu.be/9c5CiG_CI7A https://youtu.be/9c5CiG_CI7A"  
[X Link](https://x.com/TheRealDanSfera/status/1527474062246612992)  2022-05-20T02:19Z [----] followers, [--] engagements


"@BIOTECHSCANNER Pizza party like $kmph"  
[X Link](https://x.com/TheRealDanSfera/status/1765381311626437058)  2024-03-06T14:17Z [----] followers, [---] engagements


"@deacon451 Pricing strategy $aqst will be competitive with current soc. A know nothing re phat but $kmph had similar issue with azstarys. Even if anaphylm not a sure thing the company has a solid pipeline and existing business and drugs"  
[X Link](https://x.com/TheRealDanSfera/status/1837540766052208753)  2024-09-21T17:13Z [----] followers, [---] engagements


"$mrk hasnt innovated in decades. Take $3b and buy $aqst and then do same on another similar sized company nobody cares about share buybacks this isnt the 1980s"  
[X Link](https://x.com/TheRealDanSfera/status/1887242583643926956)  2025-02-05T20:51Z [----] followers, [----] engagements


"@SStevenWang Never been connected enough to qualify for one 😂"  
[X Link](https://x.com/TheRealDanSfera/status/1893414187323261198)  2025-02-22T21:34Z [----] followers, [--] engagements


"@C_Angermayer @atai_life I agree 💯 I would also love to get you on my clinical research podcast to discuss"  
[X Link](https://x.com/Dansfera/status/1950568593009025253)  2025-07-30T14:46Z [----] followers, [---] engagements


"ruh roh lol $iova shit the bed i am hodl the ip is great but the management needs help it seems"  
[X Link](https://x.com/Dansfera/status/1953591956396995034)  2025-08-07T22:59Z [----] followers, [----] engagements


"for those interested in Gemini's analysis Here's an investment analyst's take on Iovance Biotherapeutics' Q2 [----] earnings comparing them to Q1 and reading between the lines. The Bottom Line: Growth But at What Cost While Iovance showed top-line growth in the second quarter the market is likely reacting to a combination of slowing momentum significant strategic shifts and concerns about future profitability. The decision to restructure and the withdrawal of the European marketing application are major red flags that overshadow the increase in revenue. Q2 vs. Q1 Financial Performance Here's a"  
[X Link](https://x.com/Dansfera/status/1953592211771429182)  2025-08-07T23:00Z [----] followers, [---] engagements


"$iova deep dive due diligence https://x.com/i/broadcasts/1YpKkkXopjdKj https://x.com/i/broadcasts/1YpKkkXopjdKj"  
[X Link](https://x.com/anyuser/status/1959769785627201848)  2025-08-25T00:08Z [----] followers, [----] engagements


"Iovance Biotherapeutics $IOVA A Mini Documentary of the Company's History"  
[X Link](https://x.com/anyuser/status/1963465573972808011)  2025-09-04T04:54Z [----] followers, [----] engagements


"🚀 Excited to share an analysis of $iova Iovance Biotherapeutics based on their HC Wainwright conference transcript. They're pushing boundaries in TIL therapy with Amtagvi leading the charge. Let's dive into their commercial focus pipeline and strategy #Biotech #Iovance"  
[X Link](https://x.com/anyuser/status/1965506596093788426)  2025-09-09T20:04Z [----] followers, [----] engagements


"This beats trial data fueling their push for earlier lines. Since [----] launch they've streamlined ops: Reimbursement approvals in [--] weeks manufacturing turnaround at [--] days"  
[X Link](https://x.com/Dansfera/status/1965506600321622273)  2025-09-09T20:04Z [----] followers, [---] engagements


"New deal with McKesson Biologics opens doors to community practices for earlier treatment. Plus their FDA-approved Philly facility boosts quality cuts costs and lifts margins as volume grows"  
[X Link](https://x.com/Dansfera/status/1965506602745954661)  2025-09-09T20:04Z [----] followers, [---] engagements


"Oh boy 😂 this thing going parabolic $AQST Cramer for the Win Just took a few more off of this thing at [--] 1/4 From $2.25 cost. https://t.co/0VwD90KHaP $AQST Cramer for the Win Just took a few more off of this thing at [--] 1/4 From $2.25 cost. https://t.co/0VwD90KHaP"  
[X Link](https://x.com/Dansfera/status/1968805913596146156)  2025-09-18T22:34Z [----] followers, [---] engagements


"Its great to see those who cant compete resort to using legal loopholes to grasp for straws at their last attempt at solvency $spry good luck to you anaphylm soon cometh $aqst"  
[X Link](https://x.com/TheRealDanSfera/status/1970592808202576161)  2025-09-23T20:55Z [----] followers, [---] engagements


"The recent $spry moves against aquestive are deplorable. thank you for doing your job in increasing awareness and expanding TAM. PERFECT TIMING FOR ANAPHYLM $aqst $AQST - I am not happy with $SPRY $AQST - I am not happy with $SPRY"  
[X Link](https://x.com/TheRealDanSfera/status/1970681056123854869)  2025-09-24T02:45Z [----] followers, [----] engagements


"I will tell my grandkids that this was Elon Musk $aqst"  
[X Link](https://x.com/anyuser/status/1971627194993786903)  2025-09-26T17:25Z [----] followers, [----] engagements


"Some Due Diligence on $aqst $iova and $gsrt https://x.com/i/broadcasts/1lPKqvDNnlwGb https://x.com/i/broadcasts/1lPKqvDNnlwGb"  
[X Link](https://x.com/anyuser/status/1973147445363355795)  2025-09-30T22:06Z [----] followers, [----] engagements


"This is reason [-------] why $atai will win"  
[X Link](https://x.com/TheRealDanSfera/status/1974505588584554620)  2025-10-04T16:03Z [----] followers, [----] engagements


"Doing my part to raise awareness $aqst 🧊"  
[X Link](https://x.com/TheRealDanSfera/status/1974526614613696887)  2025-10-04T17:26Z [----] followers, [----] engagements


"$gsrt going nuclear ☢ pun intended"  
[X Link](https://x.com/Dansfera/status/1975197617585025168)  2025-10-06T13:53Z [----] followers, [----] engagements


"Shorts getting cooked well done now with $aqst pretty soon burnt to a crisp. $iova shorts ur next i unblocked them just so they can see this tweet"  
[X Link](https://x.com/anyuser/status/1975974252244500492)  2025-10-08T17:19Z [----] followers, [----] engagements


"Some of you short sellers need to learn. Its OK to come on our side jump in the water is warm $aqst $iova"  
[X Link](https://x.com/TheRealDanSfera/status/1976078164104446455)  2025-10-09T00:12Z [----] followers, [----] engagements


"My first job out of college I made around $36000 salary. That is how much my portfolio lost today. This market is not for the weak of heart. 😆"  
[X Link](https://x.com/TheRealDanSfera/status/1976789609175748656)  2025-10-10T23:19Z [----] followers, [---] engagements


"For all yall scared mofos today $sol $btc $eth $aqst $iova $nklr"  
[X Link](https://x.com/TheRealDanSfera/status/1976804971183325194)  2025-10-11T00:20Z [----] followers, [---] engagements


"I dont need to speak anymore $aqst speaks for me"  
[X Link](https://x.com/anyuser/status/1978537759905038567)  2025-10-15T19:05Z [----] followers, [----] engagements


"Clinical Trial Saves Patient's Life https://x.com/i/broadcasts/1DXxyWZvozgGM https://x.com/i/broadcasts/1DXxyWZvozgGM"  
[X Link](https://x.com/anyuser/status/1978607644245180794)  2025-10-15T23:43Z [----] followers, [----] engagements


"Better see $iova 😆 FDA Commissioner Makary speaking at White House event announces that [--] companies are receiving his Priority Vouchers. More details coming soon but EMD Serono has snagged one. FDA Commissioner Makary speaking at White House event announces that [--] companies are receiving his Priority Vouchers. More details coming soon but EMD Serono has snagged one"  
[X Link](https://x.com/TheRealDanSfera/status/1978964923825709414)  2025-10-16T23:22Z [----] followers, [----] engagements


"$iova meets [--] of those [--]. Good thing he said Or the more I look into the stock the more grateful I am to @BIOTECHSCANNER FDA will be proactive in advancing decisions on medicines serving a key national priority: affordability domestic production or meeting an unmet public health need. https://t.co/oUuEsAnBQ2 FDA will be proactive in advancing decisions on medicines serving a key national priority: affordability domestic production or meeting an unmet public health need. https://t.co/oUuEsAnBQ2"  
[X Link](https://x.com/TheRealDanSfera/status/1979005319838572970)  2025-10-17T02:03Z [----] followers, [----] engagements


"Its sll good $iova fam i manifested it"  
[X Link](https://x.com/anyuser/status/1979383436902334598)  2025-10-18T03:06Z [----] followers, [----] engagements


"This is Gods plan homie this aint mine $aqst and $iova both to $20"  
[X Link](https://x.com/anyuser/status/1979401834252112067)  2025-10-18T04:19Z [----] followers, [----] engagements


"$iova monday"  
[X Link](https://x.com/anyuser/status/1979589601988850135)  2025-10-18T16:45Z [----] followers, [----] engagements


"Something for all $iova analyst to consider as quoted from @VPrasadMDMPH book Malignant the metric of a successful regulatory system is not how many drugs are approved but how many drugs with meaningful benefits are approved. It is time we all started thinking that way. Time will tell and that data will soon come"  
[X Link](https://x.com/TheRealDanSfera/status/1979617679867797799)  2025-10-18T18:36Z [----] followers, [----] engagements


"Thank you for this. I understand he initially resigned due to this mistake. Albeit i do not know enough about this situation as i have tunnel vision with $aqst and $iova. From what I understand we need more treatments for dmd and other rare diseases so it would seem this was a fuck up"  
[X Link](https://x.com/TheRealDanSfera/status/1979641703477985685)  2025-10-18T20:12Z [----] followers, [---] engagements


"@kainvests @VPrasadMDMPH @AscendingBio Besides sarepta fiasco do we have other evidence pro or con"  
[X Link](https://x.com/TheRealDanSfera/status/1979643849787199809)  2025-10-18T20:20Z [----] followers, [---] engagements


"Freezing the shorts $iova $aqst Heading to a Halloween costume party https://t.co/gC9uEsQ66U Heading to a Halloween costume party https://t.co/gC9uEsQ66U"  
[X Link](https://x.com/TheRealDanSfera/status/1979709653333479552)  2025-10-19T00:42Z [----] followers, [----] engagements


"A quote from @VPrasadMDMPH book: all of the truly transformative drugs in oncology have single agent activity in the metastatic setting. Sound familiar Amtagvi (lifileucel) is a perfect real-world example. ✅ Showed powerful single-agent activity ✅ Tested first in severe advanced #melanoma (post-PD1/BRAF) ✅ Addressed a major unmet need earning accelerated approval $iova"  
[X Link](https://x.com/TheRealDanSfera/status/1979789209528684793)  2025-10-19T05:58Z [----] followers, [---] engagements


"@BIOTECHSCANNER That image is basically $aqst past few month s"  
[X Link](https://x.com/TheRealDanSfera/status/1980098800636338490)  2025-10-20T02:28Z [----] followers, [---] engagements


"I reccomend every biotech investor to read @VPrasadMDMPH book he wrote in [----]. Essentially gives his thoughts on what an approval framework in oncology should look like so far $iova meets the criteria. heres my book review"  
[X Link](https://x.com/TheRealDanSfera/status/1980291424601186785)  2025-10-20T15:14Z [----] followers, [----] engagements


"Tomorrow we make biotech great again with a livestream where I will be joined by two legendary investors @Biotech_SD and @BIOTECHSCANNER at [--] pm pacific [--] pm est. stay tuned right here on X we talking a few tickers including ofc $aqst and $iova amongst others"  
[X Link](https://x.com/anyuser/status/1980303856610541920)  2025-10-20T16:03Z [----] followers, [----] engagements


"@RosenzweigDMD @VPrasadMDMPH Yeah but thats literally the issue for all of these small cap bios"  
[X Link](https://x.com/TheRealDanSfera/status/1980484608610476354)  2025-10-21T04:01Z [----] followers, [--] engagements


"@53JDK I know bob and friends. Doesnt guarantee anything with this new regime"  
[X Link](https://x.com/TheRealDanSfera/status/1980659358045467122)  2025-10-21T15:36Z [----] followers, [--] engagements


"$iova Takeda ispaying Innovent Biologics $1.2 billion upfront for rights to two cancer candidates. The deal whichincludes $10.2 billion in milestones puts the biologics at the center of Takedas push to establish growth drivers for the post-Entyvio era. https://t.co/ubKTdwiRpF Takeda ispaying Innovent Biologics $1.2 billion upfront for rights to two cancer candidates. The deal whichincludes $10.2 billion in milestones puts the biologics at the center of Takedas push to establish growth drivers for the post-Entyvio era. https://t.co/ubKTdwiRpF"  
[X Link](https://x.com/TheRealDanSfera/status/1981035136943845573)  2025-10-22T16:29Z [----] followers, [----] engagements


"Launch mode season 🚀 $iova $aqst"  
[X Link](https://x.com/TheRealDanSfera/status/1981589192921805177)  2025-10-24T05:10Z [----] followers, [----] engagements


"We have entered a new era of m&a $IOVA $AQST - Another acquisition by big pharma. $RNA is rumored to have been offered an all cash deal for $12B. Novartis to buy Avidity Biosciences for about $12 billion in cash https://t.co/gasbM4oJH8 $IOVA $AQST - Another acquisition by big pharma. $RNA is rumored to have been offered an all cash deal for $12B. Novartis to buy Avidity Biosciences for about $12 billion in cash https://t.co/gasbM4oJH8"  
[X Link](https://x.com/TheRealDanSfera/status/1982821266085048377)  2025-10-27T14:46Z [----] followers, [----] engagements


"$IOVA Due Diligence and EMA Rejection https://x.com/i/broadcasts/1MnxnPXBPrmGO https://x.com/i/broadcasts/1MnxnPXBPrmGO"  
[X Link](https://x.com/anyuser/status/1982933120967168343)  2025-10-27T22:11Z [----] followers, [----] engagements


"$iova no need for pdl-1 receptor"  
[X Link](https://x.com/TheRealDanSfera/status/1983240820208939268)  2025-10-28T18:33Z [----] followers, [---] engagements


"$iova the struggle is a team sport. These are the root growing years"  
[X Link](https://x.com/anyuser/status/1983264748348293186)  2025-10-28T20:08Z [----] followers, [----] engagements


"1/🧵 $AQST vs. ARS Petition: Debunking the Lethal Mucosal Damage Fear Porn The scariest claim in citizens petition ARS analysis That Anaphylms 1st dose causes 50% mucosal ulceration 2nd dose = exponential/lethal absorption. Lets break it with actual data (AQST + Neffy). pure facts"  
[X Link](https://x.com/TheRealDanSfera/status/1983398730410946650)  2025-10-29T05:01Z [----] followers, [----] engagements


"7/ This is Lawfare Not Science Take benign side effect (mild irritation) Add hypothetical Konrad Demand impossible studies FDA denies 85% of 505(q) competitor petitions"  
[X Link](https://x.com/TheRealDanSfera/status/1983398742758993973)  2025-10-29T05:01Z [----] followers, [---] engagements


"8/ Investor TL;DR Irritation = expected transient PK elevation = real safe 5-min = modelable Approval risk: elevated not fatal Hold AQST. PDUFA Jan 31"  
[X Link](https://x.com/TheRealDanSfera/status/1983398744667333042)  2025-10-29T05:01Z [----] followers, [---] engagements


"Sources 👇 #AQST #Biotech Reply [--] (Sources): AQST Pivotal Slides: Neffy Label: FDA 505(q) Report: https://www.fda.gov/media/166169/download https://www.accessdata.fda.gov/drugsatfda_docs/label/2024/214697s000lbl.pdf https://investors.aquestive.com/static-files/11a37af8-32f9-41aa-bc7f-182da641f4a7 https://www.fda.gov/media/166169/download https://www.accessdata.fda.gov/drugsatfda_docs/label/2024/214697s000lbl.pdf https://investors.aquestive.com/static-files/11a37af8-32f9-41aa-bc7f-182da641f4a7"  
[X Link](https://x.com/TheRealDanSfera/status/1983398746835812580)  2025-10-29T05:01Z [----] followers, [---] engagements


"@BIOTECHSCANNER and i will go live in a few weeks to discuss this and $iova after earnings"  
[X Link](https://x.com/TheRealDanSfera/status/1983398749352427755)  2025-10-29T05:01Z [----] followers, [----] engagements


"Dodgers made me nervous 😬 but still won 💰 now $iova should be much smoother sailing i hope 😂"  
[X Link](https://x.com/TheRealDanSfera/status/1984840041823449172)  2025-11-02T04:28Z [----] followers, [---] engagements


"Just woke up and what a day 😂 $iova if you can separate the macros nonsense from the science 🧪 now we just gotta see improvements in the business i would load up good science is a rare commodity"  
[X Link](https://x.com/anyuser/status/1985370695107530848)  2025-11-03T15:37Z [----] followers, [----] engagements


"Head of cder taking bribes head of cber a loose canon this market aint for the weak if you cant stomach it just buy spy and find a better hobby 😂 $iova $aqst $eth $sol"  
[X Link](https://x.com/TheRealDanSfera/status/1985393415346098533)  2025-11-03T17:07Z [----] followers, [----] engagements


"The shorts got this twisted $iova"  
[X Link](https://x.com/TheRealDanSfera/status/1985476384358297688)  2025-11-03T22:37Z [----] followers, [----] engagements


"🔬 Latest Biotech Trial Results: Unprecedented Efficacy in Refractory NSCLC $IOVA stock with @BIOTECHSCANNER next week"  
[X Link](https://x.com/anyuser/status/1985500513287487496)  2025-11-04T00:13Z [----] followers, [----] engagements


"@RosenzweigDMD @BIOTECHSCANNER the latter is a no duhhhhh. the former is literally every oncology phase [--] my boi. the data still crazy and in melanoma the data got BETTER in real world analysis"  
[X Link](https://x.com/TheRealDanSfera/status/1985500782758879713)  2025-11-04T00:14Z [----] followers, [--] engagements


"Meditate on some money I see Franklin I see Zen 🧘♂ $iova $aqst $sol $eth $pengu $btc"  
[X Link](https://x.com/Dansfera/status/1985505921666265531)  2025-11-04T00:34Z [----] followers, [---] engagements


"Based on his book I am a fan but I agree. The chaos is a little bit too much. Prasad should be gone too. Hes very anti Pharma. I have worked with docs like him in the past. They are typically so skeptical to the point that they think every new drug coming to the market is to ripoff people. This is a very anti innovation mindset. After reading his book I Prasad should be gone too. Hes very anti Pharma. I have worked with docs like him in the past. They are typically so skeptical to the point that they think every new drug coming to the market is to ripoff people. This is a very anti innovation"  
[X Link](https://x.com/TheRealDanSfera/status/1985733893073617180)  2025-11-04T15:40Z [----] followers, [----] engagements


"Since no one reads X artices here is a thread on the FDA @VPrasadMDMPH @DrMakaryFDA chaos based on my Linkedin article you can read here $srpt $qure $bhvn $iova $mrna $allo https://www.linkedin.com/pulse/regulatory-whiplash-institutional-chaos-why-fda-crisis-dan-sfera-4fvxc/ https://www.linkedin.com/pulse/regulatory-whiplash-institutional-chaos-why-fda-crisis-dan-sfera-4fvxc/"  
[X Link](https://x.com/Dansfera/status/1986091287540576564)  2025-11-05T15:20Z [----] followers, [----] engagements


"3/ uniQures AMT-130 (Huntingtons) had Breakthrough Therapy status. FDA had aligned on path. Then reversal: Phase 1/2 data inadequate. 75% slowdown in progression Ignored. Non-randomized controls rejected. Stock -67%. Regulatory whiplash"  
[X Link](https://x.com/TheRealDanSfera/status/1986091292242461000)  2025-11-05T15:20Z [----] followers, [---] engagements


"4/ Today: Biohavens VYGLXIA (SCA) CRL. Orphan Fast Track Priority ReviewFDA signed off on protocol. Then: RWE study flawed biases confounders. 50-70% slowing on endpoints Not enough. See their timeline:"  
[X Link](https://x.com/TheRealDanSfera/status/1986091293685219359)  2025-11-05T15:20Z [----] followers, [---] engagements


"6/ Balance: This Duchenne mom agrees with rigor. Blasts Sarepta. Patient voices arent shields for bad science. Virtue signaling by companies/investors wont cut it"  
[X Link](https://x.com/TheRealDanSfera/status/1986091296826802326)  2025-11-05T15:20Z [----] followers, [---] engagements


"7/ But the cost Inconsistency. FDA flips after alignment. Perfect trials in rare diseases Often unethical. Guidance on RWE & rare disease existsthen ignored. Innovation stalls"  
[X Link](https://x.com/TheRealDanSfera/status/1986091298563232028)  2025-11-05T15:20Z [----] followers, [---] engagements


"Rest assured $iova investors concerned about potential FDA hurdles similar to those faced by Biohaven $BHVN and uniQure $QURE can take comfort in the fact that Iovance Biotherapeutics' clinical studies for therapies like lifileucel (Amtagvi) have not encountered the same issues such as criticism over post-hoc external controls or non-pre-specified statistical analysis plans. Iovance's pivotal trial (C-144-01) was a global multicenter open-label single-arm Phase [--] study in advanced melanoma patients who had progressed after prior therapies. This design common in oncology for refractory"  
[X Link](https://x.com/anyuser/status/1986140673247224312)  2025-11-05T18:36Z [----] followers, [----] engagements


"Super moon 🌕 tonight on $iova earnings eve. You know this shit gonna 🚀"  
[X Link](https://x.com/anyuser/status/1986186783605010818)  2025-11-05T21:40Z [----] followers, [----] engagements


"for the @VPrasadMDMPH hatrers he does have support. this is why i am still optimistic about the new admin just naturally worried since im balls deep in a few lol $iova $aqst In the wake of the hubbub on novel promising gene therapy approval for Huntingtons disease this video on the Sarepta debacle is a must watch. She knew. Yesterday Sarepta finally reported on their confirmatory trials : Negative. https://t.co/rOjmmtBHn3 In the wake of the hubbub on novel promising gene therapy approval for Huntingtons disease this video on the Sarepta debacle is a must watch. She knew. Yesterday Sarepta"  
[X Link](https://x.com/TheRealDanSfera/status/1986254418493448593)  2025-11-06T02:08Z [----] followers, [----] engagements


"We continued to see revenue growth with significant gross margin improvement in the third quarter of [----]. Amtagvi demand is increasing as we integrate our community treatment centers to drive earlier treatment and better outcomes for patients. We are building a successful commercial business while advancing our high value development programs to address significant unmet medical needs in patients with solid tumor cancers. Guidance reaffirmed. $iova"  
[X Link](https://x.com/anyuser/status/1986427182735126893)  2025-11-06T13:35Z [----] followers, [---] engagements


"Shorts cooked. Chef Kirby 🧑🍳 stir the pot. $iova"  
[X Link](https://x.com/anyuser/status/1986432588039512388)  2025-11-06T13:56Z [----] followers, [----] engagements


"$Iova with the earnings turnaround Stock pumps https://x.com/i/broadcasts/1vAGRQdAbePKl https://x.com/i/broadcasts/1vAGRQdAbePKl"  
[X Link](https://x.com/anyuser/status/1986570555924095163)  2025-11-06T23:05Z [----] followers, [----] engagements


"$iova earnings were grrrrrrreat bitch dont kill my vibe"  
[X Link](https://x.com/TheRealDanSfera/status/1986603337446531128)  2025-11-07T01:15Z [----] followers, [---] engagements


"Got busy earlier but snagged a few more $iova around 2.10"  
[X Link](https://x.com/TheRealDanSfera/status/1986905799403483188)  2025-11-07T21:17Z [----] followers, [---] engagements


"So how will $iova ever turn the corner"  
[X Link](https://x.com/TheRealDanSfera/status/1986908329546031526)  2025-11-07T21:27Z [----] followers, [----] engagements


"Been quiet. Been in the lab with a pen and a pad. $iova"  
[X Link](https://x.com/TheRealDanSfera/status/1988109184630747154)  2025-11-11T04:59Z [----] followers, [----] engagements


"Shorts squeeze $iova"  
[X Link](https://x.com/anyuser/status/1988290546931241413)  2025-11-11T16:59Z [----] followers, [----] engagements


"Biotech season $aqst $iova $atai Pretty sure $LLY Dave Ricks just told me to lever up on small cap biotechs 🤷🏻♂ $XBI 🚀 https://t.co/mYjp8X4eCP Pretty sure $LLY Dave Ricks just told me to lever up on small cap biotechs 🤷🏻♂ $XBI 🚀 https://t.co/mYjp8X4eCP"  
[X Link](https://x.com/Dansfera/status/1988629970780913950)  2025-11-12T15:28Z [----] followers, [----] engagements


"🚨 Biotech Alert: Is $ATAI the Next Psychedelic Blockbuster 🚀 this thread has some due diligence and even has some similarities with $iova although it is more expensive market cap wise; watch the video here https://youtu.be/OeBFvuRb4LAsi=hKEz5wUMuYzlLGuo https://youtu.be/OeBFvuRb4LAsi=hKEz5wUMuYzlLGuo"  
[X Link](https://x.com/Dansfera/status/1988805396820292041)  2025-11-13T03:05Z [----] followers, [----] engagements


"AtaiBeckley (ATAI) has de-risked massively shifting from a diversified play to a focused powerhouse on BPL-003 for Treatment-Resistant Depression (TRD). $12.35 analyst target Lets dive in. Thread 🧵"  
[X Link](https://x.com/TheRealDanSfera/status/1988805399701790899)  2025-11-13T03:05Z [----] followers, [--] engagements


"Phase 2b data crushed it: Rapid durable antidepressant effects from a single dose. Then FDA granted Breakthrough Therapy Designation (BTD) fast-tracking everything. Plus raised $149.5M from big guns like Janus Henderson. Cash runway to [----] No more dilution fears. 💰"  
[X Link](https://x.com/Dansfera/status/1988805402415493275)  2025-11-13T03:05Z [----] followers, [--] engagements


"Leadership is stacked: CEO Dr. Srinivas Rao (Yale MD Neurobiology PhD) + CMO Dr. Kevin Craig (psychiatry expert). TRD market is huge 300M globally affected. J&Js Spravato did $689M in [----] proving in-clinic treatments work despite safety protocols. 📈"  
[X Link](https://x.com/Dansfera/status/1988805404634362167)  2025-11-13T03:05Z [----] followers, [--] engagements


"BPL-003: Intranasal 5-MeO-DMT (mebufotenin). Non-selective serotonin agonist. Key edge Super short half-life (27 min) effects gone in [--] hours vs. psilocybins 4-8 hours. Means easier clinics more patients lower costs. Game-changer 🧠✨"  
[X Link](https://x.com/Dansfera/status/1988805407276691956)  2025-11-13T03:05Z [----] followers, [--] engagements


"Phase 2b OLE data: 8mg dose group (n=23) hit 81% response & 67% remission at [--] weeks post-second dose. In TRD patients Insane efficacy Safety: Most discharged at [--] mins. This earned BTD FDA sees major improvement potential. 📊🔥"  
[X Link](https://x.com/Dansfera/status/1988805411210948720)  2025-11-13T03:05Z [----] followers, [--] engagements


"Pipeline bonus: VLS-01 (buccal DMT for TRD) EMP-01 (oral R-MDMA for Social Anxiety). Plus non-hallucinogenic discovery for OUD/TRD. Not all eggs in one basket upside galore 🥚"  
[X Link](https://x.com/Dansfera/status/1988805413794623991)  2025-11-13T03:05Z [----] followers, [--] engagements


"Financially solid: Cash to [----] covers Phase [--]. Analyst love: 84% Buy $12.35 mean target. IP moat: Composition-of-matter patents on benzoate salt in US/UK/EU. Strong barrier vs. generics. 💪"  
[X Link](https://x.com/TheRealDanSfera/status/1988805415615058134)  2025-11-13T03:05Z [----] followers, [--] engagements


"Risks remain: 1) Replicate Phase [--] efficacy in Phase [--] Crucial. 2) FDA REMS need that 2-hour window not longer. 3) Biotech burn: ROIC at -55% must commercialize to profit. High reward but not risk-free. ⚠"  
[X Link](https://x.com/TheRealDanSfera/status/1988805417846329782)  2025-11-13T03:05Z [----] followers, [---] engagements


"$ATAI Stock: AtaiBeckley FDA Breakthrough Status & The $12 Target: BPL 003's [--] Hour Game Changer"  
[X Link](https://x.com/Dansfera/status/1988841534154764504)  2025-11-13T05:29Z [----] followers, [----] engagements


"For once in the companys history $iova has more certainty than the overall market in general q3 [--] was the turning point imo"  
[X Link](https://x.com/TheRealDanSfera/status/1989365395342721429)  2025-11-14T16:10Z [----] followers, [----] engagements


"Dr. Richard Pazdur the man picked to run CDER (the part of FDA that approves almost all prescription drugs). Pazdur is now the most powerful drug regulator in the world. Thread on what he actually believes and what it means Big signal from the new FDA leadership: Commissioner @MartyMakary"  
[X Link](https://x.com/TheRealDanSfera/status/1989381080768823753)  2025-11-14T17:13Z [----] followers, [----] engagements


"It was all a dream. Now a dolla and a dream. $iova Shorts are dream killers"  
[X Link](https://x.com/TheRealDanSfera/status/1989585194509365579)  2025-11-15T06:44Z [----] followers, [----] engagements


"Just listened to Eli Lilly CEO Dave Ricks completely unload on whats actually broken (and whats finally working) in pharma and clinical research 80000+ screened with ONE investigator. $40000 per patient. One Fair Price. My full breakdown + thread 🧵"  
[X Link](https://x.com/TheRealDanSfera/status/1989732743203492336)  2025-11-15T16:30Z [----] followers, [---] engagements


"The standout: Lilly just finished the fastest-enrolling Alzheimers study in history a prevention trial (TRAILBLAZER-ALZ 3). How Almost completely decentralized. Ricks: We ran this with one investigator in the United States and we screened over [-----] people"  
[X Link](https://x.com/TheRealDanSfera/status/1989732745623597088)  2025-11-15T16:30Z [----] followers, [--] engagements


"His blunt take on late-stage execution: There is no doubt in my mind we are faster more robust probably cheaper than actually every biotech out there trying to do their own early-phase clinical trials Its good to be big on clinical trials. Scale is now a moat"  
[X Link](https://x.com/TheRealDanSfera/status/1989732756230967482)  2025-11-15T16:30Z [----] followers, [--] engagements


"Biotech winter is real. But spring may be here. Half of the XBI is trading below cash half of the rounds last year were down rounds. Meanwhile: The share of the global drug pipeline that was Chinese [--] years ago was approaching zero. Its 30% today. That one woke me up"  
[X Link](https://x.com/TheRealDanSfera/status/1989732761935253772)  2025-11-15T16:30Z [----] followers, [--] engagements


"On U.S. pricing insanity Ricks is done mincing words. Insulin list price went from real net $35 to $275 while middlemen pocketed the difference. His fix: One Fair Price single transparent price banded by GDP/capita. No rebates no secret deals no more gross-to-net bubble"  
[X Link](https://x.com/Dansfera/status/1989732774690140596)  2025-11-15T16:30Z [----] followers, [--] engagements


"Biggest takeaway for anyone running trials today: The old site-heavy U.S.-centric model is buckling. TRAILBLAZER-ALZ [--] just became the new benchmark. The tech works. The FDA accepts it. The only question is how fast the rest of us catch up"  
[X Link](https://x.com/Dansfera/status/1989732789093372141)  2025-11-15T16:30Z [----] followers, [--] engagements


"Full 2-hour conversation (worth every minute): https://cheekypint.substack.com/p/dave-ricks-ceo-of-eli-lilly-on-glp https://cheekypint.substack.com/p/dave-ricks-ceo-of-eli-lilly-on-glp"  
[X Link](https://x.com/TheRealDanSfera/status/1989732794143314059)  2025-11-15T16:30Z [----] followers, [--] engagements


"My deeper write-up for clinical research teams: https://www.linkedin.com/pulse/eli-lilly-ceo-dave-ricks-future-clinical-research-trials-dan-sfera-kivzcutm_source=share&utm_medium=member_ios&utm_campaign=share_via https://www.linkedin.com/pulse/eli-lilly-ceo-dave-ricks-future-clinical-research-trials-dan-sfera-kivzcutm_source=share&utm_medium=member_ios&utm_campaign=share_via"  
[X Link](https://x.com/TheRealDanSfera/status/1989732798127903194)  2025-11-15T16:30Z [----] followers, [---] engagements


"whomever needs to learn about $iova til therapy and the history of its inventor Dr Steven Rosenberg I read his book and made this quick animated video so you dont have to (although you still should)"  
[X Link](https://x.com/Dansfera/status/1989756436776456492)  2025-11-15T18:04Z [----] followers, [----] engagements


"@Sparertime Very difficult manufacturing process that is essentially the barrier to entry this last quarter $iova seem to have turned the corner on sales as well as profit margin"  
[X Link](https://x.com/TheRealDanSfera/status/1990089595946467682)  2025-11-16T16:08Z [----] followers, [---] engagements


"bullish $atai RFK Jr. admits to taking psychedelics that induce near-death-like experiences. In many ways this is "obvious" based on all his outspoken support. On the other hand still YUUUUGE that one of the most powerful figures in gov't has used psychedelics https://t.co/cdH2mPBoFt RFK Jr. admits to taking psychedelics that induce near-death-like experiences. In many ways this is "obvious" based on all his outspoken support. On the other hand still YUUUUGE that one of the most powerful figures in gov't has used psychedelics https://t.co/cdH2mPBoFt"  
[X Link](https://x.com/Dansfera/status/1990105210241617940)  2025-11-16T17:10Z [----] followers, [----] engagements


"@Sparertime With mckesson doing the negotiations etc margins already improving plus theyre getting better at the tech/iterative stuff"  
[X Link](https://x.com/Dansfera/status/1990215347342115145)  2025-11-17T00:28Z [----] followers, [--] engagements


"@BikeRieder Hopefully we dont need wait this long for $iova but thank you for the reality check. Sometimes we can be early"  
[X Link](https://x.com/TheRealDanSfera/status/1990628815526375848)  2025-11-18T03:51Z [----] followers, [---] engagements


"for all the aspiring and or current biotech investors out there i made this crash course to oncology clinical trials $iova $xbi will upload natively later and do a thread for the lazy lol https://youtu.be/DGA1apsJ_Sg https://youtu.be/DGA1apsJ_Sg"  
[X Link](https://x.com/TheRealDanSfera/status/1990785753228718460)  2025-11-18T14:14Z [----] followers, [----] engagements


"Here is the natively uploaded cancer clinical trial podcast for investors and clinical researchers $iova $xbi"  
[X Link](https://x.com/TheRealDanSfera/status/1990795993802256611)  2025-11-18T14:55Z [----] followers, [----] engagements


"I didnt get real oncology experience until around year [--] of monitoring clinical trials. First role: breast-cancer sites across the West Coast for an overseas sponsor Thats when I saw how much of the industry runs on oncology-specific language"  
[X Link](https://x.com/TheRealDanSfera/status/1990857192971354146)  2025-11-18T18:58Z [----] followers, [--] engagements


"The most common staging system worldwide is TNM 🔍 T = primary tumor size & extent (T1T4 also TX T0) N = regional lymph nodes (N0N3) M = distant metastasis (M0 or M1) Sets baseline prognosis and the standard-of-care arm in Phase 3"  
[X Link](https://x.com/TheRealDanSfera/status/1990857194636488891)  2025-11-18T18:58Z [----] followers, [--] engagements


"$smmt i keep telling people FDA commish Makary on Ph3 China data: "Im not sure we can trust a Phase [--] trial done in China. Do you trust the GDP numbers that come out of China Why would you trust a Phase [--] clinical trial done in China" https://t.co/N4EEQHWP07 HT @PharmaPinkSheet FDA commish Makary on Ph3 China data: "Im not sure we can trust a Phase [--] trial done in China. Do you trust the GDP numbers that come out of China Why would you trust a Phase [--] clinical trial done in China" https://t.co/N4EEQHWP07 HT @PharmaPinkSheet"  
[X Link](https://x.com/Dansfera/status/1990881931483889831)  2025-11-18T20:36Z [----] followers, [----] engagements


"@legen_eth $atai psychadelics"  
[X Link](https://x.com/TheRealDanSfera/status/1990893462980284540)  2025-11-18T21:22Z [----] followers, [---] engagements


"@BioSpaceInvestr @EliLilly thank you"  
[X Link](https://x.com/Dansfera/status/1990964401021534613)  2025-11-19T02:04Z [----] followers, [--] engagements


"The Psychedelic Merger: Inside AtaiBeckley's Rise $atai"  
[X Link](https://x.com/Dansfera/status/1991381240184991866)  2025-11-20T05:41Z [----] followers, [----] engagements


"Just spent an hour with Robert Goldman Global Head of ClinOps for early-stage biotechs and the guy sponsors call when they actually want to hit timelines. He filled his first study with my patient recruitment tool in [--] days. Yes really. Heres what biotech investors and wokers in this space NEED to know"  
[X Link](https://x.com/Dansfera/status/1991948091046703208)  2025-11-21T19:13Z [----] followers, [---] engagements


"Robert is a foreign-trained MD who never practiced in the US. Instead of becoming one of [-----] US physicians he became one of a few hundred people who can actually run global early-phase programs end-to-end. Supply vs. demand wins again"  
[X Link](https://x.com/Dansfera/status/1991948092615348638)  2025-11-21T19:13Z [----] followers, [---] engagements


"Operational execution regulatory strategy in difficulty to master. Stats can be taught. Getting [---] sites to enroll retain and stay clean on time Thats an art. AI will take stats first. It will NEVER fully replace great ClinOps people"  
[X Link](https://x.com/TheRealDanSfera/status/1991948102077727007)  2025-11-21T19:13Z [----] followers, [--] engagements


"Exploratory endpoints: be careful what you wish for. Example: you test your fancy gel dispenser just to be sure. Turns out half the actuations are inaccurate entire dataset now questionable. Sometimes ignorance really is bliss"  
[X Link](https://x.com/TheRealDanSfera/status/1991948103705063780)  2025-11-21T19:13Z [----] followers, [--] engagements


"🧵 The "Revenue Illusion" in Clinical Research: Why @WorkatMedpace is quietly beating the giants If you glance at Q3 [----] Clinical Research Organization headlines everything seems rosy. Revenue rebounding RFPs up double digits biotech winter thawing. But dig into the financials like my colleague Joel White did and you'll spot a "revenue illusion" every investor & site owner must grasp. Podcast link at end of thread"  
[X Link](https://x.com/TheRealDanSfera/status/1992322758555156951)  2025-11-22T20:02Z [----] followers, [---] engagements


"The "Pass-Through" Trap Much of the revenue growth for major CROs isn't from service fees (where profits hide). It's pass-through costs. Accounting rules count site/vendor payments as "revenue." With inflation & complex protocols (esp. metabolic/oncology) top-lines inflate artificially. They're shuffling more cash not earning more margins. Except one standout"  
[X Link](https://x.com/Dansfera/status/1992322760589357087)  2025-11-22T20:02Z [----] followers, [--] engagements


"The MedPace Anomaly While giants buy sites & tech stacks @WorkatMedpace $MEDP does the oppositeand crushes it. Q3 [----] scorecard: @IQVIA_global : 5% revenue growth MedPace: 23% revenue growth MEDP trades at $600/share $16.6B market cap. IQVIA $37B. Half the size growing 4x faster. Why https://twitter.com/i/web/status/1992322762225135902 https://twitter.com/i/web/status/1992322762225135902"  
[X Link](https://x.com/Dansfera/status/1992322762225135902)  2025-11-22T20:02Z [----] followers, [--] engagements


"No Sites No Acquisitions: Zero owned sites. No M&A. Pure organic growth = clean balance sheet no integration drama. Boring Profitable"  
[X Link](https://x.com/TheRealDanSfera/status/1992322764339073269)  2025-11-22T20:02Z [----] followers, [--] engagements


"The CNS Boom: Everyone's after GLP-1s but MedPace owns neuroscience. Joel's analysis: 55% CNS revenue spike. They're nailing psych/neuro trials others ignore"  
[X Link](https://x.com/TheRealDanSfera/status/1992322766041972988)  2025-11-22T20:02Z [----] followers, [--] engagements


"The "Invisible" Competitor: Competitors say they rarely see MedPace in RFPs. But MEDP dominates mid-sized biotech so well giants don't notice the market share slip"  
[X Link](https://x.com/TheRealDanSfera/status/1992322767426027910)  2025-11-22T20:02Z [----] followers, [--] engagements


"Breaking news in pharma: Novo Nordisk's EVOKE trials for oral semaglutide (a GLP-1 agonist like in Ozempic) in early Alzheimer's just flopped. No significant slowdown in cognitive decline vs. placebo. Shares tanked 10%. But is this the end for GLP-1 drugs in AD Let's unpack. Thread 🧵"  
[X Link](https://x.com/Dansfera/status/1992974569251229707)  2025-11-24T15:12Z [----] followers, [---] engagements


"First semaglutide is a single GLP-1 receptor agonist. It mimics GLP-1 hormone to control blood sugar appetite etc. Tirzepatide (in Mounjaro) is a dual agonist: hits GLP-1 and GIP receptors for potentially stronger effects on metabolism weight loss and maybe neuroprotection"  
[X Link](https://x.com/Dansfera/status/1992974571822010512)  2025-11-24T15:12Z [----] followers, [--] engagements


"The EVOKE fail is a blow for single agonists in AD. But dual/triple agonists (like retatrutide targeting GLP-1/GIP/glucagon) might still shine. Why They engage extra pathways: GIP could reduce brain inflammation boost insulin signaling and fight neurodegenerationkey AD culprits"  
[X Link](https://x.com/Dansfera/status/1992974574204670345)  2025-11-24T15:12Z [----] followers, [--] engagements


"$iova just a few reasons why im bullish"  
[X Link](https://x.com/Dansfera/status/1993445488738312703)  2025-11-25T22:23Z [----] followers, [----] engagements


"Buyout 🔜 cometh This excellent 📊 by Stifels @timopler shows an unprecedented [---] trillion dollars firepower at the hands of the [--] biggest Pharma companies - $JNJ $RHHBY $LLY $NVO $NVS $PFE $AZN $BMY $GILD and more. The fact that all of these big Pharma companies are now facing a https://t.co/fvN7YaNkpM This excellent 📊 by Stifels @timopler shows an unprecedented [---] trillion dollars firepower at the hands of the [--] biggest Pharma companies - $JNJ $RHHBY $LLY $NVO $NVS $PFE $AZN $BMY $GILD and more. The fact that all of these big Pharma companies are now facing a https://t.co/fvN7YaNkpM"  
[X Link](https://x.com/Dansfera/status/1993490253446025510)  2025-11-26T01:21Z [----] followers, [----] engagements


"The Cancer Drug That Uses Your Own Tumor to Kill Itself - First Ever Approved - $IOVA Amtagvi"  
[X Link](https://x.com/Dansfera/status/1993562403322446302)  2025-11-26T06:08Z [----] followers, [----] engagements


"The Makary Filter: A New Due Diligence for Biotech & Pharma"  
[X Link](https://x.com/Dansfera/status/1994640815730430329)  2025-11-29T05:33Z [----] followers, [---] engagements


"9/12: Patient trust is in tatters Makary notes the bigwigs hardly say sorry. Fix recruitment with straight talk. Own up to old flops. Like we messed up before join us to nail it with solid data"  
[X Link](https://x.com/Dansfera/status/1994815445879386129)  2025-11-29T17:07Z [----] followers, [--] engagements


"10/12: Gear up for Real World Evidence RWE. Makary backs solid observational stuff over flawless but fake RCTs. Tomorrow's approvals: ditch the lab perfection for gritty patient realities. He cautions on over medicalizing think routine childbirth tweaks that trash natural microbiomes"  
[X Link](https://x.com/Dansfera/status/1994815447427158496)  2025-11-29T17:07Z [----] followers, [--] engagements


"@RosenzweigDMD @BIOTECHSCANNER Let them eat cake"  
[X Link](https://x.com/Dansfera/status/1995689264135503965)  2025-12-02T02:59Z [----] followers, [--] engagements


"If anyone wants a boring but consistent clinical research organization that makes money consistently regardless of drug approvals or failures check out $medp i did a mini docu NOT FINANCIAL ADVICE DO YOUR OWN DD"  
[X Link](https://x.com/Dansfera/status/1996342852306260410)  2025-12-03T22:16Z [----] followers, [---] engagements


"These are the local grassroots clinical research movements that make a difference. Thanks to everyone who made it out to Houston for save our sites meetup Made new $iova and $aqst fans too 😆"  
[X Link](https://x.com/Dansfera/status/1997728469724352839)  2025-12-07T18:02Z [----] followers, [----] engagements


"🧵1/15 📈 Aquestive Therapeutics $AQST: Strategic Inflection Point Q3 [----] Earnings & Anaphylm Outlook Dec [--] [----] NASDAQ: AQST Specialty Pharma/Biotech From dev-stage to pre-commercial. Thesis now 100% on Anaphylm launch. 🚀"  
[X Link](https://x.com/Dansfera/status/1998452904181813757)  2025-12-09T18:01Z [----] followers, [----] engagements


"14/15 📋 Q3 Highlights Table Total Rev: $12.8M (+4% adj) M&S: $11.5M (+7.5%) R&D: $4.5M (-15%) SG&A: $15.3M (+26%) Net Loss: ($15.4M) Cash: $129.1M"  
[X Link](https://x.com/Dansfera/status/1998452928018002168)  2025-12-09T18:01Z [----] followers, [---] engagements


"15/15 📅 FY25 Guidance Rev: $44-50M Adj EBITDA Loss: $47-51M Thoughts on $AQST into PDUFA Bull or bear Lets discuss 👇 #BiotechInvesting #Anaphylm End of thread. 🚀"  
[X Link](https://x.com/Dansfera/status/1998452929834221759)  2025-12-09T18:01Z [----] followers, [---] engagements


"To hell with these shorts I take summers off because i love winter beef $aqst $iova"  
[X Link](https://x.com/Dansfera/status/1998797302379721061)  2025-12-10T16:49Z [----] followers, [---] engagements


"May load up on 2k more shares of $aqst tomorrow"  
[X Link](https://x.com/Dansfera/status/1999342838853828649)  2025-12-12T04:57Z [----] followers, [---] engagements


"an animation video based on due diligence by @BIOTECHSCANNER $aqst"  
[X Link](https://x.com/Dansfera/status/1999893556648104385)  2025-12-13T17:25Z [----] followers, [----] engagements


"Added more $aqst"  
[X Link](https://x.com/Dansfera/status/2000959337662218407)  2025-12-16T16:00Z [----] followers, [---] engagements


"1/10 🚀 Bull Case for $AQST: Why Aquestive Therapeutics is Poised for a Massive [----] Breakout As a shareholder I've been diving deep into the recent FDA/Duke-Margolis workshop transcript on epinephrine access. Spoiler: It's a goldmine for AQST's Anaphylm (sublingual epi film). With PDUFA just weeks away (Jan [--] 2026) here's why I'm loading up"  
[X Link](https://x.com/Dansfera/status/2001045757642858781)  2025-12-16T21:44Z [----] followers, [----] engagements


"2/10 First the market is screaming for non-injectable epi. Workshop panelists hammered needle hesitation as the #1 barrierpatients panic don't carry or delay use. Dr. Gibbon: "Even in stressful situations knowledge falls away." Anaphylm's sublingual film No needle no bulk. Fits on your phone back. Game-changer for compliance"  
[X Link](https://x.com/Dansfera/status/2001045760058777682)  2025-12-16T21:44Z [----] followers, [---] engagements


"3/10 Direct shoutout to sublingual in the transcript: Panelist notes it's "ideal for the adolescent college student. willing to open their mouth take a sublingual pill." That's $AQST's tech KOLs see it as distinct from nasal (Neffy). Teens/adults hate spraysAnaphylm wins on discretion & ease. 33/35 pros in surveys prefer oral film"  
[X Link](https://x.com/Dansfera/status/2001045762101404063)  2025-12-16T21:44Z [----] followers, [---] engagements


"6/10 In-flight opportunity: 8.5% of 5k surveyed had reactions mid-air 40% unreported. Panel calls for user-friendly epi in kits. "Thunderdome" anxietyAnaphylm's film is perfect for cramped seats no mess. B2B sales to airlines/FAA could be huge post-approval"  
[X Link](https://x.com/Dansfera/status/2001045768464163038)  2025-12-16T21:44Z [----] followers, [---] engagements


"9/10 Sentiment: Institutional ownership up 3.18% (Aug '25) on Anaphylm progress. Shorts shaking treesignore. PTs: $15-18 in '26 (easy) $25+ in '27 if independent. Approval kicks off in allergy season (March '26). Sherry Korczynski (EpiPen legend) leading commercial Ass-kicking ahead"  
[X Link](https://x.com/Dansfera/status/2001045773992255706)  2025-12-16T21:44Z [----] followers, [---] engagements


"10/10 Bottom line: Workshop validates Anaphylm as the epi futurepatient choice access convenience. With approval de-risked funding locked and massive TAM $AQST is a steal. I'm all in for [----] moonshot"  
[X Link](https://x.com/Dansfera/status/2001045775611257051)  2025-12-16T21:44Z [----] followers, [---] engagements


"bonus: The "Needle Barrier" is the Enemy 💉🚫 The panels consensus was loud and clear: The biggest safety risk isnt the drug availability its hesitation. Clinicians confirmed that patientseven trained onespanic and freeze when faced with injecting themselves.The Bull Case: Anaphylm solves the #1 failure point in anaphylaxis care: the psychological hurdle of the needle"  
[X Link](https://x.com/Dansfera/status/2001045777783857657)  2025-12-16T21:44Z [----] followers, [---] engagements


"Explicit Validation of "Sublingual" 👅 We didn't just hear about nasal sprays. The panel explicitly validated the $AQST form factor. Quote: "There may be some devices that are better for the adolescent college student. who's willing to open their mouth take a sublingual pill." KOLs already view oral/sublingual delivery as a distinct winning category for adults and teens"  
[X Link](https://x.com/Dansfera/status/2001045779746873643)  2025-12-16T21:44Z [----] followers, [---] engagements


"Epi as a "Public Good" 🏛 The conversation is shifting toward treating Epi like Narcan or AEDsstocked everywhere. You cant easily stock [--] bulky EpiPens in a school or stadium cabinet. You CAN stock [--] Anaphylm packets. If legislation mandates "Epi Everywhere" the smallest form factor wins"  
[X Link](https://x.com/Dansfera/status/2001045781869183465)  2025-12-16T21:44Z [----] followers, [---] engagements


"Summary 🐂 The medical community is literally asking for what Aquestive is building. They want needle-free. They want easy-to-carry. They want "sublingual" for adults/teens. The regulatory and clinical runway is cleared. Now its just execution. $AQST #Biotech #Anaphylm #FDA #Epinephrine"  
[X Link](https://x.com/Dansfera/status/2001045783899173315)  2025-12-16T21:44Z [----] followers, [---] engagements


"not financial advice. dyor"  
[X Link](https://x.com/Dansfera/status/2001045785417539967)  2025-12-16T21:44Z [----] followers, [---] engagements


"🤯 look who rt my boy @BIOTECHSCANNER ROCHE $AQST - Earlier this year CCO Sherry Korczynski was asked about the competition in the epinephrine market. She correctly predicted that the battle between needle based devices and needle free devices will turned into the battle between device and non-device. She was basically https://t.co/To0lDfNroU $AQST - Earlier this year CCO Sherry Korczynski was asked about the competition in the epinephrine market. She correctly predicted that the battle between needle based devices and needle free devices will turned into the battle between device and"  
[X Link](https://x.com/Dansfera/status/2002029984400155079)  2025-12-19T14:55Z [----] followers, [----] engagements


"Haters latch into the teet of fear uncertainty and doubt"  
[X Link](https://x.com/Dansfera/status/2002096149654876310)  2025-12-19T19:18Z [----] followers, [---] engagements


"Tis the season to be bullish $aqst"  
[X Link](https://x.com/Dansfera/status/2003158135100588211)  2025-12-22T17:38Z [----] followers, [----] engagements


"I just texted my dawg @BIOTECHSCANNER that Im doing a [----] clinical research and biotech prediction video and doing research for it and all signs are pointing towards a record year for biotech stocks"  
[X Link](https://x.com/Dansfera/status/2003167212790788280)  2025-12-22T18:14Z [----] followers, [----] engagements


"$AQST Aquestive Therapeutics https://x.com/i/broadcasts/1zqJVdadkWVKB https://x.com/i/broadcasts/1zqJVdadkWVKB"  
[X Link](https://x.com/Dansfera/status/2003225155796156904)  2025-12-22T22:04Z [----] followers, [----] engagements


"the antidote to FUD is exposure which transforms it to FOMO $AQST"  
[X Link](https://x.com/Dansfera/status/2004806326858494188)  2025-12-27T06:47Z [----] followers, [----] engagements


"1/15 🚨 Guru Nation NFA but I've been in AQST 3+ yrs. Found via Astaris (licensed their film tech). Shorts piling in Dec [--] 2025federal holiday FDA closed. PDUFA Jan [--] [----]. Bears spread FUD on vomiting AEs bracketing. Let's debunk w/ data. DYDD #AQST #Anaphylm"  
[X Link](https://x.com/Dansfera/status/2004955254757147040)  2025-12-27T16:39Z [----] followers, [---] engagements


"4/15 AI gets deceived also AI flip: "Treated like pillhuge mistake." Bears ignore timing; kills their story. Myth busted #Biotech"  
[X Link](https://x.com/Dansfera/status/2004955259714895988)  2025-12-27T16:39Z [----] followers, [--] engagements


"5/15 Myth #2: 84.4% AEs = unapprovable poison. Break it: Mostly mild mouth numbness/tingling (12.5% each)expected from sublingual film dissolving. Zero serious AEs/dropouts"  
[X Link](https://x.com/Dansfera/status/2004955261145080311)  2025-12-27T16:39Z [----] followers, [--] engagements


"6/15 Compare neffy: 52-66% AEs (nasal discomfort 25%). FDA approved. EpiPen: Tremor/nausea 10-20%. Epi revs you upAEs norm. Why higher headline Anaphylm counts every tingle separate; neffy lumps. Adjust for routeprofiles tie. Myth crushed"  
[X Link](https://x.com/Dansfera/status/2004955262567022638)  2025-12-27T16:39Z [----] followers, [--] engagements


"7/15 Myth #3: Bracketing fail/0-5 min gap vs injectables. ARS petition screams it. But from old healthy-volunteer graph (5-min start curve climbing). Looks like gap if cherry-pick"  
[X Link](https://x.com/Dansfera/status/2004955264043417659)  2025-12-27T16:39Z [----] followers, [--] engagements


"8/15 OASIS (FDA-designed): Draws at [--] mindrug detectable PD (BP/HR spike) by [--] min. Fully brackets EpiPen under real allergen mess. If flaw FDA would've stopped NDA. AI: "Overindexed headlinewrong." Bears parrot ARS FUD; data closes gap. Busted"  
[X Link](https://x.com/Dansfera/status/2004955265557561832)  2025-12-27T16:39Z [----] followers, [--] engagements


"9/15 Myth #4: No labeling/PAI = FDA ghosting CRL coming. Check: Dec [--] federal holiday (EO shutdown). FDA 20% capacity since Dec 22use-or-lose leave. Silence = bureaucracy not doom"  
[X Link](https://x.com/Dansfera/status/2004955267008712890)  2025-12-27T16:39Z [----] followers, [--] engagements


"10/15 Labeling window: Jan 6-8 post-holidays. PAI: Jan [----] inspection done/resolved (Form [---] closed). Facility GMP-ready (Libervant etc.). Unannounced possible. No AdCom (Sep 4): Huge bullFDA satisfied on safety. Q3: Activities advancing clean 120-day. Myth Holiday noise. Busted"  
[X Link](https://x.com/Dansfera/status/2004955268741038592)  2025-12-27T16:39Z [----] followers, [--] engagements


"11/15 Myth #5: ARS Petition unresolvedforces CRL/delay. Filed Sep 22; 505(q) success 10%mostly denied as competitor tactics. FDA can approve same day as denial"  
[X Link](https://x.com/Dansfera/status/2004955270498426929)  2025-12-27T16:39Z [----] followers, [--] engagements


"12/15 Parrots bracketing/vomiting myths we crushed. No KOL support; X calls 'desperate ARS FUD.' Worst: 3-mo extension for paperwork (Feb deadline). Market dips then rips. Viatris vs neffy Denied no block. AI flip: 'Undervalued no-AdComscreaming approval.' Myth Noise. Busted"  
[X Link](https://x.com/Dansfera/status/2004955272297759010)  2025-12-27T16:39Z [----] followers, [--] engagements


"13/15 Myth #6: Shorts doubled (22M shares) puts flyinginsiders know doom. Wrong: Shorts squeezed last [--] AQST binariessame play. Manipulation not insight. RTW $75M: Contingent on approval standard alignment (2027 runway). They praised data. No ex-US miss: Q3 'advancing' (Canada/EU meetings). Libervant EU filed Aug. Prep signals confidence. Bears bet narrative; data bets approval. Myth busted"  
[X Link](https://x.com/Dansfera/status/2004955274017460256)  2025-12-27T16:39Z [----] followers, [--] engagements


"14/15 Recap: Vomiting Post-absorption. TEAEs Expected. Bracketing OASIS closed. Silence Holidays. Petition FUD. Shorts Wrong before. PAI Done. AI: 'Wrongpill mistake.' Even bears turning. My odds: 85% approval Jan [--] 15% 3-mo extension. Net EV +50%. Hold/add below $6; Jan 6-8 signals incoming"  
[X Link](https://x.com/Dansfera/status/2004955275804156288)  2025-12-27T16:39Z [----] followers, [---] engagements


"Pour out a lil liquor for the $aqst shorts happy new year to the longs lets get this bread. [----] was made for us anaphylm believers"  
[X Link](https://x.com/Dansfera/status/2006557386740482190)  2026-01-01T02:45Z [----] followers, [---] engagements


"http://x.com/i/article/2007325445549928448 http://x.com/i/article/2007325445549928448"  
[X Link](https://x.com/Dansfera/status/2007325622172037431)  2026-01-03T05:38Z [----] followers, [---] engagements


"The fact that this video is an official White House release is wild on so many levels 😂 If you dont know now you know 🦅 https://t.co/XrIps1OzY4 If you dont know now you know 🦅 https://t.co/XrIps1OzY4"  
[X Link](https://x.com/Dansfera/status/2007576487860592809)  2026-01-03T22:15Z [----] followers, [---] engagements


"Trying to debunk the myths $aqst @BIOTECHSCANNER taught me well https://t.co/n3409ukX12 https://t.co/n3409ukX12"  
[X Link](https://x.com/Dansfera/status/2007824713444364739)  2026-01-04T14:41Z [----] followers, [----] engagements


"$aqst adcom waived. So what libervant still got crl. Complete fud. Read"  
[X Link](https://x.com/Dansfera/status/2007928082746024154)  2026-01-04T21:32Z [----] followers, [----] engagements


"5/15: Libervants Legal Drama ⚖ Valtoco snags ODE Jan [----] blocking till Jan [--] [----] ⛔. Tentative approval 2022: Safe & effective but sidelined. Pediatric 2-5 greenlit Apr [----] but Neurelis suit vacates it Feb [----]. Total lockdown 🔒. Waiver missed tech + legal traps"  
[X Link](https://x.com/Dansfera/status/2007928094951432230)  2026-01-04T21:32Z [----] followers, [---] engagements


"6/15: Anaphylm Breakdown High-stakes anaphylaxis rescue surrogates rule post-Neffy AdCom [----] 📊. 2025: NDA Jun waiver Sepprecedent seals it; just tech PK vs. EpiPen 🔬. PDUFA pending; approval odds sky-high 🌤. Pediatric data (7-17 30kg) submitted no trials for tinier tots yet 👶. https://twitter.com/i/web/status/2007928096721383603 https://twitter.com/i/web/status/2007928096721383603"  
[X Link](https://x.com/Dansfera/status/2007928096721383603)  2026-01-04T21:32Z [----] followers, [---] engagements


"10/15: Market Vibes 📈 Device-free wave: Neffy kicked it off; Anaphylm levels up with stamp-size film 📏. Adherence wars: Nasal jam vs. swallow slipFDA waived both worries 👋. Anaphylms prize bigger; waiver de-risks the jackpot 🎰"  
[X Link](https://x.com/Dansfera/status/2007928103327465542)  2026-01-04T21:32Z [----] followers, [---] engagements


"11/15: Conclusion Polished 🏆 Libervant waiver: Fakeouthid PK CRL + legal KO 👊. Anaphylm waiver: Real dealprecedent locked FUD debunked. Tech risks linger but no chains post-approval. As Jan [--] 2026: PDUFA [--] days away; AQST primed for liftoff 🌙"  
[X Link](https://x.com/Dansfera/status/2007928105202311592)  2026-01-04T21:32Z [----] followers, [---] engagements


"12/15: Fresh Nuggets from Dive AdCom waived Sep 2025; PDUFA firm Jan [--]. Libervant: Pediatric vacated Feb [----] tentative till Jan [----]. Vomiting low-key; data solidifies debunk. Citizen petitions from rivals Desperate delay tactics 😂FDA unfazed"  
[X Link](https://x.com/Dansfera/status/2007928106901020912)  2026-01-04T21:32Z [----] followers, [---] engagements


"13/15: Emetic Rates Scoop 📊 (No table just facts) Anaphylm sublingual: 1.6% single dose in healthy 5.6% repeatfrom AQST slides. Neffy nasal: 2% vomiting per FDA label. EpiPen IM: Straight 0%. Anaphylaxis disease: 15-40% baseline from lit. Low drug noise 🔊"  
[X Link](https://x.com/Dansfera/status/2007928108633231367)  2026-01-04T21:32Z [----] followers, [---] engagements


"14/15: Key Diffs Spotlight 🔦 AdCom: Both waived. Why Libervantknown molecule; AnaphylmNeffy precedent. Safety drama: Libervant none (PK hidden); Anaphylm GI/vomiting dismissed. Outcome: Libervant CRL + tentative; Anaphylm PDUFA pending. Commercial: Libervant blocked; Anaphylm free rein"  
[X Link](https://x.com/Dansfera/status/2007928110453592318)  2026-01-04T21:32Z [----] followers, [---] engagements


"15/15: Final Call 📣 Anaphylms waiver = cleared runway in open skies ✈. Libervant lessons: Tech tweaks matter. Bullish on AQST PDUFA winthoughts 💭 #AQST #Pharma"  
[X Link](https://x.com/Dansfera/status/2007928112131277256)  2026-01-04T21:32Z [----] followers, [---] engagements


"it's pdufa month for $aqst I plan to release an article and thread per day until approval lets see if this is possible"  
[X Link](https://x.com/Dansfera/status/2008043038942408945)  2026-01-05T05:09Z [----] followers, [---] engagements


"$aqst maybe an article a day until approved inspired by @BIOTECHSCANNER legendary due diligence https://t.co/WG2GWdGM3F https://t.co/WG2GWdGM3F"  
[X Link](https://x.com/Dansfera/status/2008067969524350983)  2026-01-05T06:48Z [----] followers, [----] engagements


"Tick tick boom 💥 $aqst"  
[X Link](https://x.com/Dansfera/status/2008433200398586347)  2026-01-06T06:59Z [----] followers, [----] engagements


"There Is NO Way The FDA Does NOT Approve $AQST Aquestive Therapeutics Anaphylm After This"  
[X Link](https://x.com/Dansfera/status/2008787491772658112)  2026-01-07T06:27Z [----] followers, [----] engagements


"Make. Aquestive. Great. Again. $aqst"  
[X Link](https://x.com/Dansfera/status/2009128548448260129)  2026-01-08T05:02Z [----] followers, [---] engagements


"$AQST new article on my substack tomorrow. these shorts messed with the wrong youtuber yo https://substack.com/@dansfera1 https://substack.com/@dansfera1"  
[X Link](https://x.com/Dansfera/status/2009140689817489439)  2026-01-08T05:50Z [----] followers, [----] engagements


"We wait and see what the issue is and approval is still coming. They just have to resolve this technical issue most likely from the manufacturing side. $aqst"  
[X Link](https://x.com/Dansfera/status/2009653257346707629)  2026-01-09T15:47Z [----] followers, [----] engagements


"$aqst a deficiency letter is not a crl. Aqst has fastrack designation make it to work alongside the FDA and still get this done before the Pdufa decision. My guess is this is likely a technical issue on the manufacturing front. There is also the question of the two outliers on the P case study who is PK did not go up that we all assumed was a blood draw error. https://twitter.com/i/web/status/2009653903479197770 https://twitter.com/i/web/status/2009653903479197770"  
[X Link](https://x.com/Dansfera/status/2009653903479197770)  2026-01-09T15:50Z [----] followers, [----] engagements


"1/8 Going live with @BIOTECHSCANNER because we are not faceless short bashers 🤣 $aqst Even though Im sick 🤧 A deeper look at the talking points. 🧵👇"  
[X Link](https://x.com/Dansfera/status/2009767848235680177)  2026-01-09T23:22Z [----] followers, [----] engagements


"3/8 The "Ghost" in the Machine The likely culprit is the Portage facility. We know it received a Voluntary Action Indicated (VAI) status in Jan [----]. This means the factory is compliant enough to operate but likely has specific data gaps regarding the commercial scale-up of Anaphylm"  
[X Link](https://x.com/Dansfera/status/2009767852677693749)  2026-01-09T23:22Z [----] followers, [---] engagements

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