#  @DickMedChem DickMedChem DickMedChem posts on X about $janx, $nvo, $alec, $vktx the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::989358408594681857/interactions)  - [--] Week [--] -96% - [--] Month [------] -62% - [--] Months [-------] +236% - [--] Year [-------] +45% ### Mentions: [--] [#](/creator/twitter::989358408594681857/posts_active)  - [--] Week [--] -20% - [--] Month [--] -13% - [--] Months [---] +90% - [--] Year [---] +6.50% ### Followers: [-----] [#](/creator/twitter::989358408594681857/followers)  - [--] Week [-----] -0.03% - [--] Month [-----] +0.27% - [--] Months [-----] +11% - [--] Year [-----] +28% ### CreatorRank: undefined [#](/creator/twitter::989358408594681857/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 36.63% [finance](/list/finance) 7.92% [cryptocurrencies](/list/cryptocurrencies) 2.97% [gaming](/list/gaming) 0.99% [technology brands](/list/technology-brands) 0.99% [countries](/list/countries) 0.99% **Social topic influence** [$janx](/topic/$janx) 11.88%, [$nvo](/topic/$nvo) 8.91%, [$alec](/topic/$alec) 7.92%, [$vktx](/topic/$vktx) 6.93%, [$lly](/topic/$lly) 6.93%, [$nvos](/topic/$nvos) 4.95%, [$gpcr](/topic/$gpcr) #10, [in the](/topic/in-the) 3.96%, [$bhvn](/topic/$bhvn) 2.97%, [$mtsr](/topic/$mtsr) 2.97% **Top accounts mentioned or mentioned by** [@avidresearch](/creator/undefined) [@bioinvestor24](/creator/undefined) [@monacobiotech](/creator/undefined) [@houndcl](/creator/undefined) [@sanctuarybio](/creator/undefined) [@mysteriousmole1](/creator/undefined) [@applehelix](/creator/undefined) [@semodough](/creator/undefined) [@jfais20](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@monaco_biotech](/creator/undefined) [@brianskorney](/creator/undefined) [@adamfeuersteins](/creator/undefined) [@bymadeleinea](/creator/undefined) [@pcmbio](/creator/undefined) [@amaymd](/creator/undefined) [@martychargin](/creator/undefined) [@kvgr87](/creator/undefined) [@jq1234t](/creator/undefined) **Top assets mentioned** [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Novo-Nordisk (NVO)](/topic/$nvo) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Abivax SA (ABVX)](/topic/$abvx) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [uniQure N.V. (QURE)](/topic/$qure) [Merck & Co., Inc. (MRK)](/topic/$mrk) [ROGin AI (ROG)](/topic/$rog) [Biogen Inc (BIIB)](/topic/$biib) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [IO Biotech, Inc. (IOBT)](/topic/$iobt) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Synthetify (SNY)](/topic/$sny) [Elevation Oncology, Inc. (ELEV)](/topic/$elev) [Relay Therapeutics, Inc. (RLAY)](/topic/$rlay) [Kronos Bio, Inc. (KRON)](/topic/$kron) [Immunocore Holdings Limited (IMCR)](/topic/$imcr) [Taysha Gene Therapies, Inc. (TSHA)](/topic/$tsha) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Climb Bio, Inc (CLYM)](/topic/$clym) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Akropolis (AKRO)](/topic/$akro) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Viking Holdings Ltd (VIK)](/topic/$vik) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Adverum Biotechnologies, Inc. Common Stock (ADVM)](/topic/$advm) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Pfizer, Inc. (PFE)](/topic/$pfe) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [BioAge Labs, Inc. (BIOA)](/topic/$bioa) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [Johnson & Johnson (JNJ)](/topic/$jnj) [Novartis AG (NVS)](/topic/$nvs) [Catalent Inc (CTLT)](/topic/$ctlt) [Sanofi (SNY)](/topic/sanofi) ### Top Social Posts Top posts by engagements in the last [--] hours "LOL @BrianSkorney chose $BIIB Baird #Biotech pics [----] favorite biotech names to own in [----]. Skorney: $BIIB $XENE $BHVN Allen: $IMCR $TSHA $VYGR Kusy: $OCUL $SYRE $CLYM Baird #Biotech pics [----] favorite biotech names to own in [----]. Skorney: $BIIB $XENE $BHVN Allen: $IMCR $TSHA $VYGR Kusy: $OCUL $SYRE $CLYM" [X Link](https://x.com/DickMedChem/status/2009602518058496030) 2026-01-09T12:25Z [----] followers, [----] engagements "$DAWN soaring once again this PM after a big rally yesterday. Something going on" [X Link](https://x.com/DickMedChem/status/2013921447589097792) 2026-01-21T10:27Z [----] followers, [---] engagements "Just noticed @adamfeuerstein's thought about $GPCR. Will take that (Disclosure: long)" [X Link](https://x.com/DickMedChem/status/2014641696571851057) 2026-01-23T10:09Z [----] followers, [---] engagements "When seeing the $MTSR results there's no reason $GPCR should be down today" [X Link](https://x.com/DickMedChem/status/2018703613716041891) 2026-02-03T15:10Z [----] followers, [----] engagements "@MysteriousMole1 @AppleHelix In case of $VKTX Brian Lian seem to have made mistakes that made them being less than $MTSR imo. De Gabriel knows how to sell companies (Cincor Corvidia). Obviously no one can be 100% certain but to me he's the right man for $ABVX investors waiting the M&A" [X Link](https://x.com/DickMedChem/status/1975844362568585349) 2025-10-08T08:43Z [----] followers, [----] engagements "So $NVO acquiring $AKRO. Who's going to take $VKTX" [X Link](https://x.com/DickMedChem/status/1976241357015629873) 2025-10-09T11:00Z [----] followers, [----] engagements "$BMY why not $ABVX" [X Link](https://x.com/DickMedChem/status/1976618789514158171) 2025-10-10T12:00Z [----] followers, [---] engagements "$RAPT (NP) Why is the stock crashing" [X Link](https://x.com/DickMedChem/status/1980270394134462662) 2025-10-20T13:50Z [----] followers, [----] engagements "Interesting thing that a generalist is twitting the news of a tiny little biotech like $VKTX Viking Therapeutics $VKTX began a Phase [--] maintenance-dosing trial for its obesity drug VK2735 after initial weight-loss success. The study will test monthly subcutaneous weekly oral and daily oral regimens in [---] adults to assess safety tolerability and sustained Viking Therapeutics $VKTX began a Phase [--] maintenance-dosing trial for its obesity drug VK2735 after initial weight-loss success. The study will test monthly subcutaneous weekly oral and daily oral regimens in [---] adults to assess safety" [X Link](https://x.com/DickMedChem/status/1980601753197506954) 2025-10-21T11:47Z [----] followers, [----] engagements "My play with $ALEC is done here. Sad it ended this way. I don't see how it can succed in Alzheimer's when it fails FTD" [X Link](https://x.com/DickMedChem/status/1980739143476150498) 2025-10-21T20:53Z [----] followers, [----] engagements "Yup. The problem is that you don't know the time run up ends. $AlEC thats why you play run up and get double safe and then leave lotto only if U want $AlEC thats why you play run up and get double safe and then leave lotto only if U want" [X Link](https://x.com/DickMedChem/status/1980740465889800544) 2025-10-21T20:58Z [----] followers, 11.8K engagements "$MLTX ⚾ $LRMR 📈 (gained some when the stock rebounded) $CELC 📈 $ALEC ❌ So far. Next: $JANX $NKTR $CTMX $MLTX ⚾ $LRMR ❌. Now turning my attention to $ALEC $CTMX $JANX $NKTR. A really stressful 4Q awaits. $MLTX ⚾ $LRMR ❌. Now turning my attention to $ALEC $CTMX $JANX $NKTR. A really stressful 4Q awaits" [X Link](https://x.com/DickMedChem/status/1980751095547981877) 2025-10-21T21:40Z [----] followers, [----] engagements "Well I hope those Koreans buy my bioturds like $IOBT or $JANX for example 😉 $XBI The hottest topic right now in the biggest U.S. stock community in Korea is Beyond Meat (BYND). Just a few days ago they were hyping up quantum computers Koreans = gambling addicts. https://t.co/VecDsr2fih The hottest topic right now in the biggest U.S. stock community in Korea is Beyond Meat (BYND). Just a few days ago they were hyping up quantum computers Koreans = gambling addicts. https://t.co/VecDsr2fih" [X Link](https://x.com/DickMedChem/status/1981003931766706395) 2025-10-22T14:25Z [----] followers, [----] engagements "@houndcl @Sanctuary_Bio Data are nice. Why is CVD a wrong indication (Saw your tweets before and to me it seems a nice add-on to GLP1s)" [X Link](https://x.com/DickMedChem/status/1981142374094164208) 2025-10-22T23:35Z [----] followers, [---] engagements "Adam got up on the wrong side of the bed today. $VTYX $VTYX double this morning. Count me as maximally skeptical. This is nothing more than classic bubble-market thesis creep. Obesity fail who cares let's just pivot the plot to CV risk reduction The $200-300M market cap biotech bucket has been a sweet spot for investors but $VTYX double this morning. Count me as maximally skeptical. This is nothing more than classic bubble-market thesis creep. Obesity fail who cares let's just pivot the plot to CV risk reduction The $200-300M market cap biotech bucket has been a sweet spot for investors but" [X Link](https://x.com/DickMedChem/status/1981334082190791128) 2025-10-23T12:17Z [----] followers, [----] engagements "@avidresearch Looks like as if a fund is dumping its all shares.🤷♂" [X Link](https://x.com/DickMedChem/status/1981358700762976613) 2025-10-23T13:55Z [----] followers, [---] engagements "$TNGX Similar thing happened a few days ago with $RAPT as far as I remember. A big drop at the beginning of the market. Never seen things like that until $RAPT. Wondering why such things happen" [X Link](https://x.com/DickMedChem/status/1981368943840547326) 2025-10-23T14:35Z [----] followers, [----] engagements "Excellent @ByMadeleineA. That could be one of the reasons why the stock is not doing well. $TNGX Am I reading this right That 25% 2L pancreatic ORR with vopimetostat came in [--] patients Why hasn't $TNGX provided a waterfall plot https://t.co/shC4wfUFMU Am I reading this right That 25% 2L pancreatic ORR with vopimetostat came in [--] patients Why hasn't $TNGX provided a waterfall plot https://t.co/shC4wfUFMU" [X Link](https://x.com/DickMedChem/status/1981383384099414111) 2025-10-23T15:33Z [----] followers, [----] engagements "@avidresearch How long does it usually take to clean the data of a trial of about [----] patients" [X Link](https://x.com/DickMedChem/status/1981391723696967947) 2025-10-23T16:06Z [----] followers, [---] engagements "$LLY $ADVM $LLY $ADVM Lilly to Acquire Adverum Biotechnologies - LLY BioPharmCatalyst https://t.co/8npbKt3AVv $LLY $ADVM Lilly to Acquire Adverum Biotechnologies - LLY BioPharmCatalyst https://t.co/8npbKt3AVv" [X Link](https://x.com/DickMedChem/status/1981700773454192651) 2025-10-24T12:34Z [----] followers, [----] engagements "@monaco_biotech Indeed. They don't have anything in ophthalmology. And I don't know if $ADVM's AAV technology is competitive" [X Link](https://x.com/DickMedChem/status/1981701835699495088) 2025-10-24T12:38Z [----] followers, [---] engagements "@bioinvestor24 @semodough Compounding is not helping sema either" [X Link](https://x.com/DickMedChem/status/1981736047949033681) 2025-10-24T14:54Z [----] followers, [---] engagements "@bioinvestor24 @semodough Sema has more indications than tirzepatide and yet $NVO's pipeline looks weak. How ironic is that" [X Link](https://x.com/DickMedChem/status/1981739280147112257) 2025-10-24T15:07Z [----] followers, [---] engagements "@Sanctuary_Bio Definitely. I envy you for being there. As a huge fan of Nintendo am hoping to go there with my family soon but the place is always too crowded - same level as Disneylands. Too many Japanese but also Koreans in there" [X Link](https://x.com/DickMedChem/status/1981957285292470722) 2025-10-25T05:33Z [----] followers, [---] engagements "$JANX Really bumming when you see stock starting to move upward after you sold it. Really hard to nail the timing for exiting the stock. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC" [X Link](https://x.com/DickMedChem/status/1983131700055130234) 2025-10-28T11:20Z [----] followers, [----] engagements "@avidresearch I am hoping that 1) company will PR this well 2) and the market will be generous about the WL % since it is not labeled GLP1" [X Link](https://x.com/DickMedChem/status/1983293103210672530) 2025-10-28T22:01Z [----] followers, [---] engagements "Hey what happened to $WVE Why does the stock price look like a mountain" [X Link](https://x.com/DickMedChem/status/1983630617268076712) 2025-10-29T20:22Z [----] followers, [----] engagements "FDA and Tidmarsh stuff. Will this going to affect $XBI and $BBC today" [X Link](https://x.com/DickMedChem/status/1985253770994000160) 2025-11-03T07:52Z [----] followers, [---] engagements "@monaco_biotech Sales didn't meet expectations" [X Link](https://x.com/DickMedChem/status/1985460956164735001) 2025-11-03T21:35Z [----] followers, [---] engagements "$SNDX Sales meh but should be ok going forward esp. once $KURA get bbox warned" [X Link](https://x.com/DickMedChem/status/1985470336532693472) 2025-11-03T22:13Z [----] followers, [----] engagements "@PCM_bio What about the GLP1 therapies Those are supposed to take some MASH Rx market share from Rezdiffra" [X Link](https://x.com/DickMedChem/status/1985687118501580999) 2025-11-04T12:34Z [----] followers, [---] engagements "@jfais20 Hesitating about $SLNO 😉" [X Link](https://x.com/DickMedChem/status/1985860402371346709) 2025-11-05T00:03Z [----] followers, [---] engagements "$BHVN Did a very short-term trading on the day $QURE collapsed. Very small size took some profits (about a few hundreds dollars) and exited. As long as Prasad remains in the FDA not a chance a non-randomized non-double blind trial gets through" [X Link](https://x.com/DickMedChem/status/1985881956735992148) 2025-11-05T01:28Z [----] followers, [----] engagements "Interesting take $QURE $BHVN I think $BHVN CRL is extraordinarily bullish $QURE. It increases likelihood of political pressure to permanently remove Prasad because Id bet Vlad knows how to use the lobbying system to get what he wants (ie a resubmission with a new CBER/CDER head). $QURE also benefits I think $BHVN CRL is extraordinarily bullish $QURE. It increases likelihood of political pressure to permanently remove Prasad because Id bet Vlad knows how to use the lobbying system to get what he wants (ie a resubmission with a new CBER/CDER head). $QURE also benefits" [X Link](https://x.com/DickMedChem/status/1985892334010314965) 2025-11-05T02:10Z [----] followers, [----] engagements "@A_May_MD @A_May_MD long $VKTX" [X Link](https://x.com/DickMedChem/status/1986109503922983330) 2025-11-05T16:33Z [----] followers, [----] engagements "Am wondering if $NVO told White House something about the $MTSR saga like - tell FTC not to messs with the deal. TRUMP ADMIN ANNOUNCES GLP-1 PRICE DEALS The White House struck agreements with Eli Lilly $LLY and Novo Nordisk $NVO to cut prices on GLP-1 drugs. Direct-to-consumer injections will start around $350 and trend down to $250 with tablets expected at $149 if approved. Medicare https://t.co/68bZ7rQbxv TRUMP ADMIN ANNOUNCES GLP-1 PRICE DEALS The White House struck agreements with Eli Lilly $LLY and Novo Nordisk $NVO to cut prices on GLP-1 drugs. Direct-to-consumer injections will start" [X Link](https://x.com/DickMedChem/status/1986560727856128417) 2025-11-06T22:26Z [----] followers, [----] engagements "Too quiet. Don't like it $JANX $JANX Enrollment ongoing for JANX007 and JANX008 Updates on JANX007 and JANX008 expected in the fourth quarter of [----] $989.0 million in cash https://t.co/qnoWZMvdx6 $JANX Enrollment ongoing for JANX007 and JANX008 Updates on JANX007 and JANX008 expected in the fourth quarter of [----] $989.0 million in cash https://t.co/qnoWZMvdx6" [X Link](https://x.com/DickMedChem/status/1986561014675218915) 2025-11-06T22:27Z [----] followers, [----] engagements "@monaco_biotech What is the volume" [X Link](https://x.com/DickMedChem/status/1986780434135666817) 2025-11-07T12:59Z [----] followers, [---] engagements "The discussions about the effectiveness of $QURE AMT-130 reminds me of a certain molecule called aducanumab" [X Link](https://x.com/DickMedChem/status/1986799326178467927) 2025-11-07T14:14Z [----] followers, [----] engagements "Ok please explain me why $CTMX is down this much" [X Link](https://x.com/DickMedChem/status/1986831743035527430) 2025-11-07T16:22Z [----] followers, [----] engagements "@bioinvestor24 What is the cogs for Wegovy We know for blockbuster mAbs (mostly anticancer) COGS is approx. 5% only. Not sure how much expensive is the manufacturing of peptides" [X Link](https://x.com/DickMedChem/status/1986838521290817775) 2025-11-07T16:49Z [----] followers, [---] engagements "@bioinvestor24 IMO $NVO's manufacturing capa shortages have mostly been originating from the drug product (fill and finish) part less from API no I guess microbial production is very efficient esp. vs chemical peptide synthesis" [X Link](https://x.com/DickMedChem/status/1986963934688223532) 2025-11-08T01:08Z [----] followers, [---] engagements "So will $NVO be going after $VKTX Or $GPCR" [X Link](https://x.com/DickMedChem/status/1987010887430062444) 2025-11-08T04:14Z [----] followers, 12.7K engagements "@MartyChargin Yeah I think that as well esp. given $NVO 's own GLP1/GIP is still only in Phase 2" [X Link](https://x.com/DickMedChem/status/1987159046148005974) 2025-11-08T14:03Z [----] followers, [---] engagements "@KVGR87 Nope. Immunolgy isn't $NVO's playground. And the recently mgmt is for more focusing on core competencies not expanding TAs" [X Link](https://x.com/DickMedChem/status/1987187863403004306) 2025-11-08T15:58Z [----] followers, [---] engagements "$VKTX is the only valid candidate left. PFIZER $PFE CFO: COMPANY TO LOOK GLOBALLY FOR MORE OBESITY DEALS - WILL LOOK TO SUPPLEMENT METSERA ASSETS https://t.co/mVuz0J4YeS PFIZER $PFE CFO: COMPANY TO LOOK GLOBALLY FOR MORE OBESITY DEALS - WILL LOOK TO SUPPLEMENT METSERA ASSETS https://t.co/mVuz0J4YeS" [X Link](https://x.com/DickMedChem/status/1991073447615619448) 2025-11-19T09:17Z [----] followers, 11.6K engagements "Sold a little of $SNDX but still owning a big chunk. A nice entry timing a few weeks ago at around $13 thanks to @jfais20" [X Link](https://x.com/DickMedChem/status/1991165352525680697) 2025-11-19T15:23Z [----] followers, [----] engagements "Wondering how the positive/negative outcome will affect $CTMX price $JANX Monday December [--] [----] at 4:30 PM ET. 📌 Janux Therapeutics to Host Virtual Event Discussing Updated Phase 1a and Phase 1b Clinical Data for. - JANX BioPharmCatalyst https://t.co/BgS7Bmdihi $JANX Monday December [--] [----] at 4:30 PM ET. 📌 Janux Therapeutics to Host Virtual Event Discussing Updated Phase 1a and Phase 1b Clinical Data for. - JANX BioPharmCatalyst https://t.co/BgS7Bmdihi" [X Link](https://x.com/DickMedChem/status/1992944148035645923) 2025-11-24T13:11Z [----] followers, [----] engagements "@jq1234t Ok for differentiation need but I don't see how much they can have differentiated assets when you look at the performance of GLP1/GIP agonista and the not so great outcomes of other assets so far" [X Link](https://x.com/DickMedChem/status/1993089972120043765) 2025-11-24T22:50Z [----] followers, [---] engagements "Let's hope that's the beginning of the new $NVO. Still worrying about the side effects $NVO Phase [--] trial with amycretin reports significant weight loss and HbA1c reduction in type [--] diabetes. Amycretin showed statistically significant weight loss of up to 14.5% at [--] weeks. $LLY $VKTX https://t.co/lQk9KrDz8v $NVO Phase [--] trial with amycretin reports significant weight loss and HbA1c reduction in type [--] diabetes. Amycretin showed statistically significant weight loss of up to 14.5% at [--] weeks. $LLY $VKTX https://t.co/lQk9KrDz8v" [X Link](https://x.com/DickMedChem/status/1993296481986679291) 2025-11-25T12:31Z [----] followers, [----] engagements "$NVO's fate may hang on amycretin and. the results of TRIUMPH-1 and [---] from $LLY next year. If amycretin matches retatrutide in terms of efficacy/safety then there might be a chance. If retatrutide is superior in one of the two parameters than $NVO is once again in trouble" [X Link](https://x.com/DickMedChem/status/1993308258518585814) 2025-11-25T13:18Z [----] followers, [----] engagements "@bioinvestor24 . which won't be in the market since $NVO isn't willing to file it to the FDA" [X Link](https://x.com/DickMedChem/status/1993334809046008312) 2025-11-25T15:03Z [----] followers, [---] engagements "Stockpile Come on We are not in covid era anymore. I know $NVO said Cagrisema will be filed 1H26 (I'm long $NVO btw) in their 3Q filing (and not 1Q26 as you said) but personally I've never seen a deemed major product filed so much late after their Ph3 data unless they are seriously flawed" [X Link](https://x.com/DickMedChem/status/1993441273697780151) 2025-11-25T22:06Z [----] followers, [---] engagements "Ok. Is @biotech1 seeing something people here can't see $JANX @Biohazard3737 @CloisterRes Was just rereading Josh Schimmer mic drop comments last time $JANX reported https://t.co/0RYc154yxe @Biohazard3737 @CloisterRes Was just rereading Josh Schimmer mic drop comments last time $JANX reported https://t.co/0RYc154yxe" [X Link](https://x.com/DickMedChem/status/1993442423691936075) 2025-11-25T22:11Z [----] followers, [----] engagements "$JANX Was still long added a little bit in the recent un-up and went through the binary. Lost the game yet again. Not happy with the outcome but the size was minimal to meaningfully affect my asset. Will help with my tax thing. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC" [X Link](https://x.com/DickMedChem/status/1995624704250708373) 2025-12-01T22:43Z [----] followers, [---] engagements "$JANX Was still long added a little bit in the recent un-up and went through the binary. Lost the game yet again. Not happy with the outcome but the size was minimal to meaningfully affect my asset. Sold the remaining positions. Will help with my tax thing. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC" [X Link](https://x.com/DickMedChem/status/1995624907397603584) 2025-12-01T22:43Z [----] followers, [----] engagements "@Sanctuary_Bio If a person like Scott Gotlieb comes back to FDA why not (Massively big IF though.)" [X Link](https://x.com/DickMedChem/status/1997084034971980147) 2025-12-05T23:21Z [----] followers, [---] engagements "@seedy19tron Oh man. Sorry for $KYMR" [X Link](https://x.com/DickMedChem/status/1998051079607693615) 2025-12-08T15:24Z [----] followers, [---] engagements "@houndcl $COGT is a little boring one" [X Link](https://x.com/DickMedChem/status/1998798621391859894) 2025-12-10T16:55Z [----] followers, [---] engagements "@houndcl My 3rd largest position $COGT" [X Link](https://x.com/DickMedChem/status/1998798848798646628) 2025-12-10T16:55Z [----] followers, [---] engagements "$OVID Are we going to have an update on OV350" [X Link](https://x.com/DickMedChem/status/2001418633894072787) 2025-12-17T22:26Z [----] followers, [----] engagements "Bullish on $NVO 😅 So $LLY tirzepatide followed by orfoglipron [--] years wt [--] Kg $NVO sema followed by Orfo at [--] years [--] kg So what is the point of taking tirzepatide if final wt the same https://t.co/33DekEllmB So $LLY tirzepatide followed by orfoglipron [--] years wt [--] Kg $NVO sema followed by Orfo at [--] years [--] kg So what is the point of taking tirzepatide if final wt the same https://t.co/33DekEllmB" [X Link](https://x.com/DickMedChem/status/2001932717643239439) 2025-12-19T08:28Z [----] followers, [----] engagements "@bioinvestor24 What's your thought on $NVO's CB1" [X Link](https://x.com/DickMedChem/status/2002167210199155127) 2025-12-20T00:00Z [----] followers, [---] engagements "$GPCR interesting move today albeit low volume" [X Link](https://x.com/DickMedChem/status/2003573570954494001) 2025-12-23T21:08Z [----] followers, [----] engagements "@TOWiU2 Definitely not" [X Link](https://x.com/DickMedChem/status/2003818763192553801) 2025-12-24T13:23Z [----] followers, [---] engagements "@AaronRosenblum5 So presumably bad for the stock" [X Link](https://x.com/DickMedChem/status/2008171631450243093) 2026-01-05T13:40Z [----] followers, [---] engagements "$XBI thinking it is a "healthy" pullback before a leap" [X Link](https://x.com/DickMedChem/status/2008305935396327765) 2026-01-05T22:33Z [----] followers, [----] engagements "@avidresearch Me think $ARWR has a head start vs $WVE. You think so" [X Link](https://x.com/DickMedChem/status/2008518678351134935) 2026-01-06T12:39Z [----] followers, [----] engagements "@avidresearch Timeline wise $ARWR has started directly with a GLP1 combo so may be able to go faster in clinical dvlpt" [X Link](https://x.com/DickMedChem/status/2008521114243482102) 2026-01-06T12:48Z [----] followers, [---] engagements "@avidresearch Think that as well but was expecting $WVE would hold $17 line" [X Link](https://x.com/DickMedChem/status/2008671041951068322) 2026-01-06T22:44Z [----] followers, [---] engagements "@LTbioinvestor $BIOA How do you evaluate the possible threat from the $GLUE degrader" [X Link](https://x.com/DickMedChem/status/2009048278181257645) 2026-01-07T23:43Z [----] followers, [---] engagements "Is there a chance of $MRK announcing the $RVMD deal during this weekend" [X Link](https://x.com/DickMedChem/status/2009853762308132929) 2026-01-10T05:04Z [----] followers, [----] engagements "@bioinvestor24 Boring presentation" [X Link](https://x.com/DickMedChem/status/2010944748517748823) 2026-01-13T05:19Z [----] followers, [---] engagements "Bye San Francisco Heading back to Korea after a very exciting #JPM26" [X Link](https://x.com/DickMedChem/status/2012238896487080240) 2026-01-16T19:01Z [----] followers, [---] engagements "@Maximus_Holla Why NP No conviction on $RVMD being acquired soon" [X Link](https://x.com/DickMedChem/status/2013716390025535891) 2026-01-20T20:52Z [----] followers, [----] engagements "$IOBT 😢 cc. @avidresearch" [X Link](https://x.com/DickMedChem/status/2013923071590007228) 2026-01-21T10:34Z [----] followers, [---] engagements "$JNJ selling orthopedics $JNJ Johnson & Johnson Q425 Earnings Highlights 🔹 Adj. EPS: $2.46 (Est. $2.44) 🟢; UP +21% YoY 🔹 Sales: $24.56B (Est. $24.15B) 🟢; UP +9% YoY 🔹 Innovative Medicine: $15.76B (Est. $15.4B) 🟢; +10% YoY 🔹 MedTech: $8.80B; UP +8% YoY FY26 Guidance 🔹 Sales: $100B to $101B https://t.co/4otLLUaLP2 $JNJ Johnson & Johnson Q425 Earnings Highlights 🔹 Adj. EPS: $2.46 (Est. $2.44) 🟢; UP +21% YoY 🔹 Sales: $24.56B (Est. $24.15B) 🟢; UP +9% YoY 🔹 Innovative Medicine: $15.76B (Est. $15.4B) 🟢; +10% YoY 🔹 MedTech: $8.80B; UP +8% YoY FY26 Guidance 🔹 Sales: $100B to $101B" [X Link](https://x.com/DickMedChem/status/2013937548436144293) 2026-01-21T11:31Z [----] followers, [---] engagements "@BowTiedBiotech Not having access to the paper but. How trustworthy is a paper written by consultants" [X Link](https://x.com/DickMedChem/status/2014665139904274758) 2026-01-23T11:42Z [----] followers, [--] engagements "Wondering how good is their (Peptidream) discovery platform to lure $ROG $MRK $NVS $LLY etc. At the same time they have also capabilities in RLT so it's no brainer $NVS likes them. $NVS 180m$ upfront to Peptidream #RLT #PDC $NVS 180m$ upfront to Peptidream #RLT #PDC" [X Link](https://x.com/DickMedChem/status/1785277182539137195) 2024-04-30T11:57Z [----] followers, [---] engagements "@BowTiedBiotech Supply should be fine (um worried about fill/finish though with $CTLT). Amycretin must top retatrutide on everything else" [X Link](https://x.com/DickMedChem/status/1993311296562028760) 2025-11-25T13:30Z [----] followers, [---] engagements "Vaccine Why $SNY $SNY SANOFI TO ACQUIRE $DVAX DYNAVAX FOR $15.5/SHR REFLECTING EQUITY VALUE OF $2.2 BILLION $SNY SANOFI TO ACQUIRE $DVAX DYNAVAX FOR $15.5/SHR REFLECTING EQUITY VALUE OF $2.2 BILLION" [X Link](https://x.com/DickMedChem/status/2003715487453315472) 2025-12-24T06:32Z [----] followers, [----] engagements "$CRVS Alright if today's soquelitinib data holds up in pivotal trials we are going to have a giant drug in AD space" [X Link](https://x.com/DickMedChem/status/2013807166533054774) 2026-01-21T02:53Z [----] followers, [----] engagements "@monaco_biotech No. Not them $JANX" [X Link](https://x.com/DickMedChem/status/2014336230834704791) 2026-01-22T13:55Z [----] followers, [---] engagements "@BiotechTV Is $CRVS planning to maintain BID or planning to switch to QD for the registrational trial in AD" [X Link](https://x.com/DickMedChem/status/2016320027155202269) 2026-01-28T01:18Z [----] followers, [----] engagements "Honestly don't understand how European cos fail to develop biosimilars whereas Koreans with less solid basis in biopharma succeed in it. Another generic/biosimilar player bites the dust when it comes to filing in the US. Here the review for $XBRANE biosimilar of Lucentis didn't even start at the FDA BLA withdrawn in the US to avoid the RTF. The very same happened for $FYB at the end of [----] also for a Lucentis Another generic/biosimilar player bites the dust when it comes to filing in the US. Here the review for $XBRANE biosimilar of Lucentis didn't even start at the FDA BLA withdrawn in the" [X Link](https://x.com/DickMedChem/status/1531328510303666176) 2022-05-30T17:35Z [----] followers, [--] engagements "$ROG $LONN interesting https://www.reuters.com/markets/deals/lonza-acquire-biologics-site-roche-us-12-bln-2024-03-20/ https://www.reuters.com/markets/deals/lonza-acquire-biologics-site-roche-us-12-bln-2024-03-20/" [X Link](https://x.com/DickMedChem/status/1770429688676298898) 2024-03-20T12:38Z [----] followers, [---] engagements "$ELEV EO-3021 data to be released in later 2Q-3Q24 cash runway into [----]. https://investors.elevationoncology.com/2024-05-02-Elevation-Oncology-Reports-First-Quarter-2024-Financial-Results-and-Highlights-Recent-Business-Achievements https://investors.elevationoncology.com/2024-05-02-Elevation-Oncology-Reports-First-Quarter-2024-Financial-Results-and-Highlights-Recent-Business-Achievements" [X Link](https://x.com/DickMedChem/status/1785998755789189461) 2024-05-02T11:44Z [----] followers, [----] engagements "For those (still) interested in $NVAX a bad news: SK Bioscience divested a 1.6% stake in the Maryland US-based biotech for [--] billion won ($14.7 million) or [----] million common shares for [-----] won apiece earlier this year. https://www.kedglobal.com/bio-pharma/newsView/ked202408160017 https://www.kedglobal.com/bio-pharma/newsView/ked202408160017" [X Link](https://x.com/DickMedChem/status/1825487068166021583) 2024-08-19T10:56Z [----] followers, [---] engagements "SK Biopharmaceuticals XCOPRI FY24 Rev $322M(YoY +55.1%) TRx going up nicely. Planning DTC ads in '25 in the US. $XENE $PRAX" [X Link](https://x.com/DickMedChem/status/1887524117311856938) 2025-02-06T15:29Z [----] followers, [----] engagements "Korean Biopharma companies stock falling on #MFN news Samsung Biologics -3.94% Celltrion -3.86% SK Biopharmaceuticals -2.65% Alteogen -2.46% Yuhan -2.01%" [X Link](https://x.com/DickMedChem/status/1921790559787594006) 2025-05-12T04:52Z [----] followers, [---] engagements "@MysteriousMole1 @AppleHelix First phase 2a replicate in westen world. Then we can start worrying later. There are cases in which Chinese data are "well" replicated ( $SMMT ) there are cases in which they are not ( $ELEV for exm.)" [X Link](https://x.com/DickMedChem/status/1975847133879357670) 2025-10-08T08:54Z [----] followers, [---] engagements "@bradloncar IMHO in Korea people may be tired of developers bcz of their overpromises about COVID treatment/vaccines + big local biotechs in peril (Helixmith). On the other hand CDMOs are considered much safer in terms of investment. But I have no explanation for China" [X Link](https://x.com/DickMedChem/status/1322127071322124289) 2020-10-30T10:43Z [----] followers, [--] engagements "To make things clear - I am speaking purely from an investor's perspective. Medically and scientifically its's great to have another validated beta-amyloid plaque remover on the market. $LLY $BIIB $ESALY $LLY donanemab CDR-SB 36% vs lecanemab 27% for much higher rate of ARIA. Kinda feel underwhelming to me $LLY donanemab CDR-SB 36% vs lecanemab 27% for much higher rate of ARIA. Kinda feel underwhelming to me" [X Link](https://x.com/DickMedChem/status/1653724265194352641) 2023-05-03T11:32Z [----] followers, [---] engagements "@LTbioinvestor Seriously $RLAY is so frustrating (I'm also long). Kinda like $KRON" [X Link](https://x.com/DickMedChem/status/1937889851795533850) 2025-06-25T15:05Z [----] followers, [---] engagements "$JANX starting to be frustruated by the stock. Another $RLAY or $KRON" [X Link](https://x.com/DickMedChem/status/1953094896652566953) 2025-08-06T14:04Z [----] followers, [----] engagements "Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC" [X Link](https://x.com/DickMedChem/status/1981393041064939754) 2025-10-23T16:11Z [----] followers, [----] engagements "My biotech investment money got 1.5x bigger from early January and 3.0x bigger than the April [----] trough. Thank God and while the gains are not as impressive as some of the best people in here am satisfied with the gains and hope to maintain the growth pace" [X Link](https://x.com/DickMedChem/status/1989504999609737612) 2025-11-15T01:25Z [----] followers, [----] engagements "Biggest gains from $NKTR $CELC Biggest loss from $ALEC $ZNTL No gains above 200% this year - I missed the $ABVX train ☹ (I coudn't dd in time bcz of my work). But actively traded (too much actually IMO) to make up for the losses" [X Link](https://x.com/DickMedChem/status/1989508289672134891) 2025-11-15T01:38Z [----] followers, [----] engagements "Are these guys finally going to get sth to the finish line (Other than fail) $MRK.DE $MKKGY Merck Serono evobrutinib RMS phase [--] this Q $ROG $RHHBY $SAN $SNY https://t.co/3jCmQuO2yi Merck Serono evobrutinib RMS phase [--] this Q $ROG $RHHBY $SAN $SNY https://t.co/3jCmQuO2yi" [X Link](https://x.com/DickMedChem/status/1722583203746345002) 2023-11-09T11:53Z [----] followers, [---] engagements "Was long $RAPP No position in $ATYR. Felt quite uncomfortable with the latter one actually. Now waiting for $MLTX" [X Link](https://x.com/DickMedChem/status/1967560419784204489) 2025-09-15T12:05Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DickMedChem DickMedChem
DickMedChem posts on X about $janx, $nvo, $alec, $vktx the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [--] -96%
- [--] Month [------] -62%
- [--] Months [-------] +236%
- [--] Year [-------] +45%
Mentions: [--] #
- [--] Week [--] -20%
- [--] Month [--] -13%
- [--] Months [---] +90%
- [--] Year [---] +6.50%
Followers: [-----] #
- [--] Week [-----] -0.03%
- [--] Month [-----] +0.27%
- [--] Months [-----] +11%
- [--] Year [-----] +28%
CreatorRank: undefined #
Social Influence
Social category influence stocks 36.63% finance 7.92% cryptocurrencies 2.97% gaming 0.99% technology brands 0.99% countries 0.99%
Social topic influence $janx 11.88%, $nvo 8.91%, $alec 7.92%, $vktx 6.93%, $lly 6.93%, $nvos 4.95%, $gpcr #10, in the 3.96%, $bhvn 2.97%, $mtsr 2.97%
Top accounts mentioned or mentioned by @avidresearch @bioinvestor24 @monacobiotech @houndcl @sanctuarybio @mysteriousmole1 @applehelix @semodough @jfais20 @ltbioinvestor @bowtiedbiotech @monaco_biotech @brianskorney @adamfeuersteins @bymadeleinea @pcmbio @amaymd @martychargin @kvgr87 @jq1234t
Top assets mentioned Janux Therapeutics, Inc. (JANX) Novo-Nordisk (NVO) Viking Therapeutics, Inc (VKTX) Eli Lilly and Company (LLY) Structure Therapeutics Inc. (GPCR) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Metsera, Inc. (MTSR) Abivax SA (ABVX) Wave Life Sciences Ltd. Ordinary Shares (WVE) uniQure N.V. (QURE) Merck & Co., Inc. (MRK) ROGin AI (ROG) Biogen Inc (BIIB) Xenon Pharmaceuticals Inc (XENE) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Celcuity Inc. Common Stock (CELC) IO Biotech, Inc. (IOBT) Cogent Biosciences, Inc. Common Stock (COGT) Arrowhead Research Corporation (ARWR) Revolution Medicines, Inc. (RVMD) Synthetify (SNY) Elevation Oncology, Inc. (ELEV) Relay Therapeutics, Inc. (RLAY) Kronos Bio, Inc. (KRON) Immunocore Holdings Limited (IMCR) Taysha Gene Therapies, Inc. (TSHA) Ocular Therapeutix, Inc. (OCUL) Climb Bio, Inc (CLYM) Day One Biopharmaceuticals, Inc. (DAWN) Akropolis (AKRO) Bristol-Myers Squibb Co (BMY) Viking Holdings Ltd (VIK) Beyond Meat, Inc. (BYND) Ventyx Biosciences, Inc. (VTYX) Adverum Biotechnologies, Inc. Common Stock (ADVM) Soleno Therapeutics, Inc. Common Stock (SLNO) Pfizer, Inc. (PFE) Kymera Therapeutics, Inc. (KYMR) BioAge Labs, Inc. (BIOA) Monte Rosa Therapeutics, Inc. (GLUE) Johnson & Johnson (JNJ) Novartis AG (NVS) Catalent Inc (CTLT) Sanofi (SNY)
Top Social Posts
Top posts by engagements in the last [--] hours
"LOL @BrianSkorney chose $BIIB Baird #Biotech pics [----] favorite biotech names to own in [----]. Skorney: $BIIB $XENE $BHVN Allen: $IMCR $TSHA $VYGR Kusy: $OCUL $SYRE $CLYM Baird #Biotech pics [----] favorite biotech names to own in [----]. Skorney: $BIIB $XENE $BHVN Allen: $IMCR $TSHA $VYGR Kusy: $OCUL $SYRE $CLYM"
X Link 2026-01-09T12:25Z [----] followers, [----] engagements
"$DAWN soaring once again this PM after a big rally yesterday. Something going on"
X Link 2026-01-21T10:27Z [----] followers, [---] engagements
"Just noticed @adamfeuerstein's thought about $GPCR. Will take that (Disclosure: long)"
X Link 2026-01-23T10:09Z [----] followers, [---] engagements
"When seeing the $MTSR results there's no reason $GPCR should be down today"
X Link 2026-02-03T15:10Z [----] followers, [----] engagements
"@MysteriousMole1 @AppleHelix In case of $VKTX Brian Lian seem to have made mistakes that made them being less than $MTSR imo. De Gabriel knows how to sell companies (Cincor Corvidia). Obviously no one can be 100% certain but to me he's the right man for $ABVX investors waiting the M&A"
X Link 2025-10-08T08:43Z [----] followers, [----] engagements
"So $NVO acquiring $AKRO. Who's going to take $VKTX"
X Link 2025-10-09T11:00Z [----] followers, [----] engagements
"$BMY why not $ABVX"
X Link 2025-10-10T12:00Z [----] followers, [---] engagements
"$RAPT (NP) Why is the stock crashing"
X Link 2025-10-20T13:50Z [----] followers, [----] engagements
"Interesting thing that a generalist is twitting the news of a tiny little biotech like $VKTX Viking Therapeutics $VKTX began a Phase [--] maintenance-dosing trial for its obesity drug VK2735 after initial weight-loss success. The study will test monthly subcutaneous weekly oral and daily oral regimens in [---] adults to assess safety tolerability and sustained Viking Therapeutics $VKTX began a Phase [--] maintenance-dosing trial for its obesity drug VK2735 after initial weight-loss success. The study will test monthly subcutaneous weekly oral and daily oral regimens in [---] adults to assess safety"
X Link 2025-10-21T11:47Z [----] followers, [----] engagements
"My play with $ALEC is done here. Sad it ended this way. I don't see how it can succed in Alzheimer's when it fails FTD"
X Link 2025-10-21T20:53Z [----] followers, [----] engagements
"Yup. The problem is that you don't know the time run up ends. $AlEC thats why you play run up and get double safe and then leave lotto only if U want $AlEC thats why you play run up and get double safe and then leave lotto only if U want"
X Link 2025-10-21T20:58Z [----] followers, 11.8K engagements
"$MLTX ⚾ $LRMR 📈 (gained some when the stock rebounded) $CELC 📈 $ALEC ❌ So far. Next: $JANX $NKTR $CTMX $MLTX ⚾ $LRMR ❌. Now turning my attention to $ALEC $CTMX $JANX $NKTR. A really stressful 4Q awaits. $MLTX ⚾ $LRMR ❌. Now turning my attention to $ALEC $CTMX $JANX $NKTR. A really stressful 4Q awaits"
X Link 2025-10-21T21:40Z [----] followers, [----] engagements
"Well I hope those Koreans buy my bioturds like $IOBT or $JANX for example 😉 $XBI The hottest topic right now in the biggest U.S. stock community in Korea is Beyond Meat (BYND). Just a few days ago they were hyping up quantum computers Koreans = gambling addicts. https://t.co/VecDsr2fih The hottest topic right now in the biggest U.S. stock community in Korea is Beyond Meat (BYND). Just a few days ago they were hyping up quantum computers Koreans = gambling addicts. https://t.co/VecDsr2fih"
X Link 2025-10-22T14:25Z [----] followers, [----] engagements
"@houndcl @Sanctuary_Bio Data are nice. Why is CVD a wrong indication (Saw your tweets before and to me it seems a nice add-on to GLP1s)"
X Link 2025-10-22T23:35Z [----] followers, [---] engagements
"Adam got up on the wrong side of the bed today. $VTYX $VTYX double this morning. Count me as maximally skeptical. This is nothing more than classic bubble-market thesis creep. Obesity fail who cares let's just pivot the plot to CV risk reduction The $200-300M market cap biotech bucket has been a sweet spot for investors but $VTYX double this morning. Count me as maximally skeptical. This is nothing more than classic bubble-market thesis creep. Obesity fail who cares let's just pivot the plot to CV risk reduction The $200-300M market cap biotech bucket has been a sweet spot for investors but"
X Link 2025-10-23T12:17Z [----] followers, [----] engagements
"@avidresearch Looks like as if a fund is dumping its all shares.🤷♂"
X Link 2025-10-23T13:55Z [----] followers, [---] engagements
"$TNGX Similar thing happened a few days ago with $RAPT as far as I remember. A big drop at the beginning of the market. Never seen things like that until $RAPT. Wondering why such things happen"
X Link 2025-10-23T14:35Z [----] followers, [----] engagements
"Excellent @ByMadeleineA. That could be one of the reasons why the stock is not doing well. $TNGX Am I reading this right That 25% 2L pancreatic ORR with vopimetostat came in [--] patients Why hasn't $TNGX provided a waterfall plot https://t.co/shC4wfUFMU Am I reading this right That 25% 2L pancreatic ORR with vopimetostat came in [--] patients Why hasn't $TNGX provided a waterfall plot https://t.co/shC4wfUFMU"
X Link 2025-10-23T15:33Z [----] followers, [----] engagements
"@avidresearch How long does it usually take to clean the data of a trial of about [----] patients"
X Link 2025-10-23T16:06Z [----] followers, [---] engagements
"$LLY $ADVM $LLY $ADVM Lilly to Acquire Adverum Biotechnologies - LLY BioPharmCatalyst https://t.co/8npbKt3AVv $LLY $ADVM Lilly to Acquire Adverum Biotechnologies - LLY BioPharmCatalyst https://t.co/8npbKt3AVv"
X Link 2025-10-24T12:34Z [----] followers, [----] engagements
"@monaco_biotech Indeed. They don't have anything in ophthalmology. And I don't know if $ADVM's AAV technology is competitive"
X Link 2025-10-24T12:38Z [----] followers, [---] engagements
"@bioinvestor24 @semodough Compounding is not helping sema either"
X Link 2025-10-24T14:54Z [----] followers, [---] engagements
"@bioinvestor24 @semodough Sema has more indications than tirzepatide and yet $NVO's pipeline looks weak. How ironic is that"
X Link 2025-10-24T15:07Z [----] followers, [---] engagements
"@Sanctuary_Bio Definitely. I envy you for being there. As a huge fan of Nintendo am hoping to go there with my family soon but the place is always too crowded - same level as Disneylands. Too many Japanese but also Koreans in there"
X Link 2025-10-25T05:33Z [----] followers, [---] engagements
"$JANX Really bumming when you see stock starting to move upward after you sold it. Really hard to nail the timing for exiting the stock. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC"
X Link 2025-10-28T11:20Z [----] followers, [----] engagements
"@avidresearch I am hoping that 1) company will PR this well 2) and the market will be generous about the WL % since it is not labeled GLP1"
X Link 2025-10-28T22:01Z [----] followers, [---] engagements
"Hey what happened to $WVE Why does the stock price look like a mountain"
X Link 2025-10-29T20:22Z [----] followers, [----] engagements
"FDA and Tidmarsh stuff. Will this going to affect $XBI and $BBC today"
X Link 2025-11-03T07:52Z [----] followers, [---] engagements
"@monaco_biotech Sales didn't meet expectations"
X Link 2025-11-03T21:35Z [----] followers, [---] engagements
"$SNDX Sales meh but should be ok going forward esp. once $KURA get bbox warned"
X Link 2025-11-03T22:13Z [----] followers, [----] engagements
"@PCM_bio What about the GLP1 therapies Those are supposed to take some MASH Rx market share from Rezdiffra"
X Link 2025-11-04T12:34Z [----] followers, [---] engagements
"@jfais20 Hesitating about $SLNO 😉"
X Link 2025-11-05T00:03Z [----] followers, [---] engagements
"$BHVN Did a very short-term trading on the day $QURE collapsed. Very small size took some profits (about a few hundreds dollars) and exited. As long as Prasad remains in the FDA not a chance a non-randomized non-double blind trial gets through"
X Link 2025-11-05T01:28Z [----] followers, [----] engagements
"Interesting take $QURE $BHVN I think $BHVN CRL is extraordinarily bullish $QURE. It increases likelihood of political pressure to permanently remove Prasad because Id bet Vlad knows how to use the lobbying system to get what he wants (ie a resubmission with a new CBER/CDER head). $QURE also benefits I think $BHVN CRL is extraordinarily bullish $QURE. It increases likelihood of political pressure to permanently remove Prasad because Id bet Vlad knows how to use the lobbying system to get what he wants (ie a resubmission with a new CBER/CDER head). $QURE also benefits"
X Link 2025-11-05T02:10Z [----] followers, [----] engagements
"@A_May_MD @A_May_MD long $VKTX"
X Link 2025-11-05T16:33Z [----] followers, [----] engagements
"Am wondering if $NVO told White House something about the $MTSR saga like - tell FTC not to messs with the deal. TRUMP ADMIN ANNOUNCES GLP-1 PRICE DEALS The White House struck agreements with Eli Lilly $LLY and Novo Nordisk $NVO to cut prices on GLP-1 drugs. Direct-to-consumer injections will start around $350 and trend down to $250 with tablets expected at $149 if approved. Medicare https://t.co/68bZ7rQbxv TRUMP ADMIN ANNOUNCES GLP-1 PRICE DEALS The White House struck agreements with Eli Lilly $LLY and Novo Nordisk $NVO to cut prices on GLP-1 drugs. Direct-to-consumer injections will start"
X Link 2025-11-06T22:26Z [----] followers, [----] engagements
"Too quiet. Don't like it $JANX $JANX Enrollment ongoing for JANX007 and JANX008 Updates on JANX007 and JANX008 expected in the fourth quarter of [----] $989.0 million in cash https://t.co/qnoWZMvdx6 $JANX Enrollment ongoing for JANX007 and JANX008 Updates on JANX007 and JANX008 expected in the fourth quarter of [----] $989.0 million in cash https://t.co/qnoWZMvdx6"
X Link 2025-11-06T22:27Z [----] followers, [----] engagements
"@monaco_biotech What is the volume"
X Link 2025-11-07T12:59Z [----] followers, [---] engagements
"The discussions about the effectiveness of $QURE AMT-130 reminds me of a certain molecule called aducanumab"
X Link 2025-11-07T14:14Z [----] followers, [----] engagements
"Ok please explain me why $CTMX is down this much"
X Link 2025-11-07T16:22Z [----] followers, [----] engagements
"@bioinvestor24 What is the cogs for Wegovy We know for blockbuster mAbs (mostly anticancer) COGS is approx. 5% only. Not sure how much expensive is the manufacturing of peptides"
X Link 2025-11-07T16:49Z [----] followers, [---] engagements
"@bioinvestor24 IMO $NVO's manufacturing capa shortages have mostly been originating from the drug product (fill and finish) part less from API no I guess microbial production is very efficient esp. vs chemical peptide synthesis"
X Link 2025-11-08T01:08Z [----] followers, [---] engagements
"So will $NVO be going after $VKTX Or $GPCR"
X Link 2025-11-08T04:14Z [----] followers, 12.7K engagements
"@MartyChargin Yeah I think that as well esp. given $NVO 's own GLP1/GIP is still only in Phase 2"
X Link 2025-11-08T14:03Z [----] followers, [---] engagements
"@KVGR87 Nope. Immunolgy isn't $NVO's playground. And the recently mgmt is for more focusing on core competencies not expanding TAs"
X Link 2025-11-08T15:58Z [----] followers, [---] engagements
"$VKTX is the only valid candidate left. PFIZER $PFE CFO: COMPANY TO LOOK GLOBALLY FOR MORE OBESITY DEALS - WILL LOOK TO SUPPLEMENT METSERA ASSETS https://t.co/mVuz0J4YeS PFIZER $PFE CFO: COMPANY TO LOOK GLOBALLY FOR MORE OBESITY DEALS - WILL LOOK TO SUPPLEMENT METSERA ASSETS https://t.co/mVuz0J4YeS"
X Link 2025-11-19T09:17Z [----] followers, 11.6K engagements
"Sold a little of $SNDX but still owning a big chunk. A nice entry timing a few weeks ago at around $13 thanks to @jfais20"
X Link 2025-11-19T15:23Z [----] followers, [----] engagements
"Wondering how the positive/negative outcome will affect $CTMX price $JANX Monday December [--] [----] at 4:30 PM ET. 📌 Janux Therapeutics to Host Virtual Event Discussing Updated Phase 1a and Phase 1b Clinical Data for. - JANX BioPharmCatalyst https://t.co/BgS7Bmdihi $JANX Monday December [--] [----] at 4:30 PM ET. 📌 Janux Therapeutics to Host Virtual Event Discussing Updated Phase 1a and Phase 1b Clinical Data for. - JANX BioPharmCatalyst https://t.co/BgS7Bmdihi"
X Link 2025-11-24T13:11Z [----] followers, [----] engagements
"@jq1234t Ok for differentiation need but I don't see how much they can have differentiated assets when you look at the performance of GLP1/GIP agonista and the not so great outcomes of other assets so far"
X Link 2025-11-24T22:50Z [----] followers, [---] engagements
"Let's hope that's the beginning of the new $NVO. Still worrying about the side effects $NVO Phase [--] trial with amycretin reports significant weight loss and HbA1c reduction in type [--] diabetes. Amycretin showed statistically significant weight loss of up to 14.5% at [--] weeks. $LLY $VKTX https://t.co/lQk9KrDz8v $NVO Phase [--] trial with amycretin reports significant weight loss and HbA1c reduction in type [--] diabetes. Amycretin showed statistically significant weight loss of up to 14.5% at [--] weeks. $LLY $VKTX https://t.co/lQk9KrDz8v"
X Link 2025-11-25T12:31Z [----] followers, [----] engagements
"$NVO's fate may hang on amycretin and. the results of TRIUMPH-1 and [---] from $LLY next year. If amycretin matches retatrutide in terms of efficacy/safety then there might be a chance. If retatrutide is superior in one of the two parameters than $NVO is once again in trouble"
X Link 2025-11-25T13:18Z [----] followers, [----] engagements
"@bioinvestor24 . which won't be in the market since $NVO isn't willing to file it to the FDA"
X Link 2025-11-25T15:03Z [----] followers, [---] engagements
"Stockpile Come on We are not in covid era anymore. I know $NVO said Cagrisema will be filed 1H26 (I'm long $NVO btw) in their 3Q filing (and not 1Q26 as you said) but personally I've never seen a deemed major product filed so much late after their Ph3 data unless they are seriously flawed"
X Link 2025-11-25T22:06Z [----] followers, [---] engagements
"Ok. Is @biotech1 seeing something people here can't see $JANX @Biohazard3737 @CloisterRes Was just rereading Josh Schimmer mic drop comments last time $JANX reported https://t.co/0RYc154yxe @Biohazard3737 @CloisterRes Was just rereading Josh Schimmer mic drop comments last time $JANX reported https://t.co/0RYc154yxe"
X Link 2025-11-25T22:11Z [----] followers, [----] engagements
"$JANX Was still long added a little bit in the recent un-up and went through the binary. Lost the game yet again. Not happy with the outcome but the size was minimal to meaningfully affect my asset. Will help with my tax thing. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC"
X Link 2025-12-01T22:43Z [----] followers, [---] engagements
"$JANX Was still long added a little bit in the recent un-up and went through the binary. Lost the game yet again. Not happy with the outcome but the size was minimal to meaningfully affect my asset. Sold the remaining positions. Will help with my tax thing. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC. Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC"
X Link 2025-12-01T22:43Z [----] followers, [----] engagements
"@Sanctuary_Bio If a person like Scott Gotlieb comes back to FDA why not (Massively big IF though.)"
X Link 2025-12-05T23:21Z [----] followers, [---] engagements
"@seedy19tron Oh man. Sorry for $KYMR"
X Link 2025-12-08T15:24Z [----] followers, [---] engagements
"@houndcl $COGT is a little boring one"
X Link 2025-12-10T16:55Z [----] followers, [---] engagements
"@houndcl My 3rd largest position $COGT"
X Link 2025-12-10T16:55Z [----] followers, [---] engagements
"$OVID Are we going to have an update on OV350"
X Link 2025-12-17T22:26Z [----] followers, [----] engagements
"Bullish on $NVO 😅 So $LLY tirzepatide followed by orfoglipron [--] years wt [--] Kg $NVO sema followed by Orfo at [--] years [--] kg So what is the point of taking tirzepatide if final wt the same https://t.co/33DekEllmB So $LLY tirzepatide followed by orfoglipron [--] years wt [--] Kg $NVO sema followed by Orfo at [--] years [--] kg So what is the point of taking tirzepatide if final wt the same https://t.co/33DekEllmB"
X Link 2025-12-19T08:28Z [----] followers, [----] engagements
"@bioinvestor24 What's your thought on $NVO's CB1"
X Link 2025-12-20T00:00Z [----] followers, [---] engagements
"$GPCR interesting move today albeit low volume"
X Link 2025-12-23T21:08Z [----] followers, [----] engagements
"@TOWiU2 Definitely not"
X Link 2025-12-24T13:23Z [----] followers, [---] engagements
"@AaronRosenblum5 So presumably bad for the stock"
X Link 2026-01-05T13:40Z [----] followers, [---] engagements
"$XBI thinking it is a "healthy" pullback before a leap"
X Link 2026-01-05T22:33Z [----] followers, [----] engagements
"@avidresearch Me think $ARWR has a head start vs $WVE. You think so"
X Link 2026-01-06T12:39Z [----] followers, [----] engagements
"@avidresearch Timeline wise $ARWR has started directly with a GLP1 combo so may be able to go faster in clinical dvlpt"
X Link 2026-01-06T12:48Z [----] followers, [---] engagements
"@avidresearch Think that as well but was expecting $WVE would hold $17 line"
X Link 2026-01-06T22:44Z [----] followers, [---] engagements
"@LTbioinvestor $BIOA How do you evaluate the possible threat from the $GLUE degrader"
X Link 2026-01-07T23:43Z [----] followers, [---] engagements
"Is there a chance of $MRK announcing the $RVMD deal during this weekend"
X Link 2026-01-10T05:04Z [----] followers, [----] engagements
"@bioinvestor24 Boring presentation"
X Link 2026-01-13T05:19Z [----] followers, [---] engagements
"Bye San Francisco Heading back to Korea after a very exciting #JPM26"
X Link 2026-01-16T19:01Z [----] followers, [---] engagements
"@Maximus_Holla Why NP No conviction on $RVMD being acquired soon"
X Link 2026-01-20T20:52Z [----] followers, [----] engagements
"$IOBT 😢 cc. @avidresearch"
X Link 2026-01-21T10:34Z [----] followers, [---] engagements
"$JNJ selling orthopedics $JNJ Johnson & Johnson Q425 Earnings Highlights 🔹 Adj. EPS: $2.46 (Est. $2.44) 🟢; UP +21% YoY 🔹 Sales: $24.56B (Est. $24.15B) 🟢; UP +9% YoY 🔹 Innovative Medicine: $15.76B (Est. $15.4B) 🟢; +10% YoY 🔹 MedTech: $8.80B; UP +8% YoY FY26 Guidance 🔹 Sales: $100B to $101B https://t.co/4otLLUaLP2 $JNJ Johnson & Johnson Q425 Earnings Highlights 🔹 Adj. EPS: $2.46 (Est. $2.44) 🟢; UP +21% YoY 🔹 Sales: $24.56B (Est. $24.15B) 🟢; UP +9% YoY 🔹 Innovative Medicine: $15.76B (Est. $15.4B) 🟢; +10% YoY 🔹 MedTech: $8.80B; UP +8% YoY FY26 Guidance 🔹 Sales: $100B to $101B"
X Link 2026-01-21T11:31Z [----] followers, [---] engagements
"@BowTiedBiotech Not having access to the paper but. How trustworthy is a paper written by consultants"
X Link 2026-01-23T11:42Z [----] followers, [--] engagements
"Wondering how good is their (Peptidream) discovery platform to lure $ROG $MRK $NVS $LLY etc. At the same time they have also capabilities in RLT so it's no brainer $NVS likes them. $NVS 180m$ upfront to Peptidream #RLT #PDC $NVS 180m$ upfront to Peptidream #RLT #PDC"
X Link 2024-04-30T11:57Z [----] followers, [---] engagements
"@BowTiedBiotech Supply should be fine (um worried about fill/finish though with $CTLT). Amycretin must top retatrutide on everything else"
X Link 2025-11-25T13:30Z [----] followers, [---] engagements
"Vaccine Why $SNY $SNY SANOFI TO ACQUIRE $DVAX DYNAVAX FOR $15.5/SHR REFLECTING EQUITY VALUE OF $2.2 BILLION $SNY SANOFI TO ACQUIRE $DVAX DYNAVAX FOR $15.5/SHR REFLECTING EQUITY VALUE OF $2.2 BILLION"
X Link 2025-12-24T06:32Z [----] followers, [----] engagements
"$CRVS Alright if today's soquelitinib data holds up in pivotal trials we are going to have a giant drug in AD space"
X Link 2026-01-21T02:53Z [----] followers, [----] engagements
"@monaco_biotech No. Not them $JANX"
X Link 2026-01-22T13:55Z [----] followers, [---] engagements
"@BiotechTV Is $CRVS planning to maintain BID or planning to switch to QD for the registrational trial in AD"
X Link 2026-01-28T01:18Z [----] followers, [----] engagements
"Honestly don't understand how European cos fail to develop biosimilars whereas Koreans with less solid basis in biopharma succeed in it. Another generic/biosimilar player bites the dust when it comes to filing in the US. Here the review for $XBRANE biosimilar of Lucentis didn't even start at the FDA BLA withdrawn in the US to avoid the RTF. The very same happened for $FYB at the end of [----] also for a Lucentis Another generic/biosimilar player bites the dust when it comes to filing in the US. Here the review for $XBRANE biosimilar of Lucentis didn't even start at the FDA BLA withdrawn in the"
X Link 2022-05-30T17:35Z [----] followers, [--] engagements
"$ROG $LONN interesting https://www.reuters.com/markets/deals/lonza-acquire-biologics-site-roche-us-12-bln-2024-03-20/ https://www.reuters.com/markets/deals/lonza-acquire-biologics-site-roche-us-12-bln-2024-03-20/"
X Link 2024-03-20T12:38Z [----] followers, [---] engagements
"$ELEV EO-3021 data to be released in later 2Q-3Q24 cash runway into [----]. https://investors.elevationoncology.com/2024-05-02-Elevation-Oncology-Reports-First-Quarter-2024-Financial-Results-and-Highlights-Recent-Business-Achievements https://investors.elevationoncology.com/2024-05-02-Elevation-Oncology-Reports-First-Quarter-2024-Financial-Results-and-Highlights-Recent-Business-Achievements"
X Link 2024-05-02T11:44Z [----] followers, [----] engagements
"For those (still) interested in $NVAX a bad news: SK Bioscience divested a 1.6% stake in the Maryland US-based biotech for [--] billion won ($14.7 million) or [----] million common shares for [-----] won apiece earlier this year. https://www.kedglobal.com/bio-pharma/newsView/ked202408160017 https://www.kedglobal.com/bio-pharma/newsView/ked202408160017"
X Link 2024-08-19T10:56Z [----] followers, [---] engagements
"SK Biopharmaceuticals XCOPRI FY24 Rev $322M(YoY +55.1%) TRx going up nicely. Planning DTC ads in '25 in the US. $XENE $PRAX"
X Link 2025-02-06T15:29Z [----] followers, [----] engagements
"Korean Biopharma companies stock falling on #MFN news Samsung Biologics -3.94% Celltrion -3.86% SK Biopharmaceuticals -2.65% Alteogen -2.46% Yuhan -2.01%"
X Link 2025-05-12T04:52Z [----] followers, [---] engagements
"@MysteriousMole1 @AppleHelix First phase 2a replicate in westen world. Then we can start worrying later. There are cases in which Chinese data are "well" replicated ( $SMMT ) there are cases in which they are not ( $ELEV for exm.)"
X Link 2025-10-08T08:54Z [----] followers, [---] engagements
"@bradloncar IMHO in Korea people may be tired of developers bcz of their overpromises about COVID treatment/vaccines + big local biotechs in peril (Helixmith). On the other hand CDMOs are considered much safer in terms of investment. But I have no explanation for China"
X Link 2020-10-30T10:43Z [----] followers, [--] engagements
"To make things clear - I am speaking purely from an investor's perspective. Medically and scientifically its's great to have another validated beta-amyloid plaque remover on the market. $LLY $BIIB $ESALY $LLY donanemab CDR-SB 36% vs lecanemab 27% for much higher rate of ARIA. Kinda feel underwhelming to me $LLY donanemab CDR-SB 36% vs lecanemab 27% for much higher rate of ARIA. Kinda feel underwhelming to me"
X Link 2023-05-03T11:32Z [----] followers, [---] engagements
"@LTbioinvestor Seriously $RLAY is so frustrating (I'm also long). Kinda like $KRON"
X Link 2025-06-25T15:05Z [----] followers, [---] engagements
"$JANX starting to be frustruated by the stock. Another $RLAY or $KRON"
X Link 2025-08-06T14:04Z [----] followers, [----] engagements
"Pulled 3/4 of my $JANX long position at a loss. Frustruating but don't want to undergo another blow la $ALEC"
X Link 2025-10-23T16:11Z [----] followers, [----] engagements
"My biotech investment money got 1.5x bigger from early January and 3.0x bigger than the April [----] trough. Thank God and while the gains are not as impressive as some of the best people in here am satisfied with the gains and hope to maintain the growth pace"
X Link 2025-11-15T01:25Z [----] followers, [----] engagements
"Biggest gains from $NKTR $CELC Biggest loss from $ALEC $ZNTL No gains above 200% this year - I missed the $ABVX train ☹ (I coudn't dd in time bcz of my work). But actively traded (too much actually IMO) to make up for the losses"
X Link 2025-11-15T01:38Z [----] followers, [----] engagements
"Are these guys finally going to get sth to the finish line (Other than fail) $MRK.DE $MKKGY Merck Serono evobrutinib RMS phase [--] this Q $ROG $RHHBY $SAN $SNY https://t.co/3jCmQuO2yi Merck Serono evobrutinib RMS phase [--] this Q $ROG $RHHBY $SAN $SNY https://t.co/3jCmQuO2yi"
X Link 2023-11-09T11:53Z [----] followers, [---] engagements
"Was long $RAPP No position in $ATYR. Felt quite uncomfortable with the latter one actually. Now waiting for $MLTX"
X Link 2025-09-15T12:05Z [----] followers, [----] engagements
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