#  @Dogtor01416800 Dogtor Dogtor posts on X about $xbi, stocks, nasdaq, elon musk the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1415989189116628993/interactions)  - [--] Week [-----] -36% - [--] Month [------] +90% - [--] Months [-------] +99% - [--] Year [---------] +31% ### Mentions: [--] [#](/creator/twitter::1415989189116628993/posts_active)  - [--] Month [--] -95% - [--] Months [-----] +297% - [--] Year [-----] +346% ### Followers: [-----] [#](/creator/twitter::1415989189116628993/followers)  - [--] Week [-----] -0.33% - [--] Month [-----] +0.71% - [--] Months [-----] +51% - [--] Year [-----] +127% ### CreatorRank: [---------] [#](/creator/twitter::1415989189116628993/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [celebrities](/list/celebrities) [exchanges](/list/exchanges) [currencies](/list/currencies) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) **Social topic influence** [$xbi](/topic/$xbi), [stocks](/topic/stocks), [nasdaq](/topic/nasdaq), [elon musk](/topic/elon-musk), [$lly](/topic/$lly), [market cap](/topic/market-cap), [money](/topic/money), [$pfe](/topic/$pfe), [$mrna](/topic/$mrna), [$nvo](/topic/$nvo) **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@libsoftiktok](/creator/undefined) [@newsmax](/creator/undefined) [@gunthereagleman](/creator/undefined) [@martinshkreli](/creator/undefined) [@rpsagainsttrump](/creator/undefined) [@osint613](/creator/undefined) [@askedgario](/creator/undefined) [@visegrad24](/creator/undefined) [@polymarket](/creator/undefined) [@deitaone](/creator/undefined) [@govpressoffice](/creator/undefined) [@billackman](/creator/undefined) [@wsj](/creator/undefined) [@charliekirk11](/creator/undefined) [@derrickevans4wv](/creator/undefined) [@wallstreetmav](/creator/undefined) [@kobeissiletter](/creator/undefined) [@realjameswoods](/creator/undefined) [@fbi](/creator/undefined) **Top assets mentioned** [Eli Lilly and Company (LLY)](/topic/$lly) [Pfizer, Inc. (PFE)](/topic/$pfe) [Moderna Inc (MRNA)](/topic/$mrna) [Novo-Nordisk (NVO)](/topic/$nvo) [Vixco (VIX)](/topic/$vix) [SBET (SBET)](/topic/$sbet) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [RayzeBio, Inc. (RYZB)](/topic/$ryzb) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [pNetwork (PNT)](/topic/$pnt) [Fusion Pharmaceuticals Inc. (FUSN)](/topic/$fusn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Tesla, Inc. (TSLA)](/topic/$tsla) [DeFi Development Corp. (DFDV)](/topic/$dfdv) [Amgen, Inc. (AMGN)](/topic/$amgn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Prothena Corporation plc Ordinary Shares (PRTA)](/topic/$prta) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) [AbbVie Inc (ABBV)](/topic/$abbv) [Ethereum (ETH)](/topic/$eth) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [LYRA (LYRA)](/topic/$lyra) [AstraZeneca PLC (AZN)](/topic/$azn) [IonQ, Inc. (IONQ)](/topic/$ionq) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Solana (SOL)](/topic/$sol) [Innovative Eyewear, Inc. (LUCY)](/topic/$lucy) [Treasure Global Inc (TGL)](/topic/$tgl) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [BEAM (BEAM)](/topic/$beam) [Liquity BOLD (BOLD)](/topic/$bold) ### Top Social Posts Top posts by engagements in the last [--] hours "$DMTK Sonoras lab director (affiliated to the $DGX diagnostic giant) calls DMT test a game-changer and highlights that it already covered by all major players in Arizona. One more step to mass-adoption. Once again $DMTK is the nowadays $EXAS proxy. Read my previous tweets" [X Link](https://x.com/Dogtor01416800/status/1615714527374635017) 2023-01-18T14:15Z [---] followers, [----] engagements "🧬 Did not provide financial guidance due to uncertainty with potential future insurance deals and its effect on the bottom line 🧬Total FY2022 REV up 23% to $14.5M 🧬4110 dermatologist prescribes on average [---] DMT each per QTR. 4/7" [X Link](https://x.com/Dogtor01416800/status/1631598897155174400) 2023-03-03T10:14Z [---] followers, [---] engagements "🧬18 months cash runaway until Q3 2024👌 🧬Will deploy ATM if we will behave badly be patient 🧬Solid partnership with $DGX in Arizona in process of electronic documentation integration 🧬TRI-Care is the biggest revenue contributor so far 5/7" [X Link](https://x.com/Dogtor01416800/status/1631599572731691008) 2023-03-03T10:17Z [---] followers, [---] engagements "(1/2)Hello dear @Maximus_Holla and @AmandaCStocks please verify my trading idea on $NVTA 💡: 1) All-time-low😝 2) Insane Short Float (already squeezed🔥Aug-22) 3) Closely deals with AI 🤖 (reference to $SDGR $RXRX and $NVDA) 4) Yafei Wen under which management stock price" [X Link](https://x.com/Dogtor01416800/status/1663441554282004481) 2023-05-30T07:05Z [---] followers, [--] engagements "9/10 .market and the precedent for the accumulation of stocks of drugs such as Tamiflu etc. In other words if COVID looms in the news headlines again you know where to run to a speculative long because besides $MRNA such half-dead bioscums as Atea will also appreciate" [X Link](https://x.com/Dogtor01416800/status/1679062121471176704) 2023-07-12T09:36Z [---] followers, [--] engagements "6/10 $BNGO also offers diagnostic services to physicians specializing in medical management for individuals with genetic conditions primarily pediatric neurodevelopment disorders including even autism spectrum disorders" [X Link](https://x.com/Dogtor01416800/status/1679465337274908678) 2023-07-13T12:18Z [---] followers, [---] engagements "7/10 Moreover BNGO has established relationships with key opinion leaders in genomics research and in clinical applications including leading academic and government institutions such as $DGX $LH Md Anderson and Harvard Medical School" [X Link](https://x.com/Dogtor01416800/status/1679465666263539714) 2023-07-13T12:19Z [---] followers, [---] engagements "9/10 On the flip side BNGO announced a broad-based cost reduction to total $20M over the next [--] quarters including a RIF. Bionano is also approved for a reverse stock split ranging from 1-for-5 to up to 1-for-10 and market is waiting for it's desperate move" [X Link](https://x.com/Dogtor01416800/status/1679466341475172352) 2023-07-13T12:22Z [---] followers, [---] engagements "10/10 From my perspective $BNGO's technology can fairly compete with $PACB Nanopore or even $ILMN devices but now the small company has the toughest time in its history which is depicted by the price chart above. 🍒Subscribe🍒" [X Link](https://x.com/Dogtor01416800/status/1679467210115530754) 2023-07-13T12:26Z [---] followers, [---] engagements "$EBS congrats for todays approval and by the way will you be able to help $PFE PLEASE 😜" [X Link](https://x.com/Dogtor01416800/status/1682300631963561986) 2023-07-21T08:05Z [---] followers, [--] engagements "@StuckInStock Hey @StuckInStock are you still bullish on $LYRA Or their competitor $OPTN might be a smarter choice" [X Link](https://x.com/Dogtor01416800/status/1682360561668083712) 2023-07-21T12:03Z [---] followers, [--] engagements "1/10 Hey Fellas here is my brief thoughts regards $SAGE upcoming PDUFA date ( 5th of August) as its stocks were heavily sold recently due to $BIIB CEOs poor comments on Zuranolone's potential approval" [X Link](https://x.com/Dogtor01416800/status/1684500591870189568) 2023-07-27T09:46Z [---] followers, [--] engagements "1/6 G'day guys Today we'll explore the perspectives of Omeros Corporation $OMER prior to the upcoming catalyst - Ph.3 Narsoplimab IgAN readout at 3Q23 💊" [X Link](https://x.com/Dogtor01416800/status/1687426019521953792) 2023-08-04T11:31Z [----] followers, [---] engagements "1/6 Time to bring some light on the overlooked obesity player shadowed by such giants as $LLY or $NVO. His name is $TERN Terns Pharmaceuticals and here is my thoughts on that volatile small-cap:" [X Link](https://x.com/Dogtor01416800/status/1689453603331944448) 2023-08-10T01:48Z [---] followers, [---] engagements "2/6 $TERN has recently reported that TERN-501 in the NASH DUET trial met its primary endpoint with a statistically significant reduction in MRI-PDFF liver fat content at [--] weeks. I think this is a strong data update showing clear improvements on potency VS" [X Link](https://x.com/Dogtor01416800/status/1689454272604475392) 2023-08-10T01:51Z [---] followers, [---] engagements "6/6 Many analysts think tolerability is a key positive for [--] with rates of reported GI AEs similar across dose arms and placebo and no drug-related cardiovascular AEs. Management noted DUET study shows proof of principle that TERN-501 is combinable with no dose adjustments" [X Link](https://x.com/Dogtor01416800/status/1689458805720137728) 2023-08-10T02:09Z [---] followers, [---] engagements "7/6 .or unexpected safety findings when FXR agonist [---] added. The obility for co-formulation is a key positive for [---] (remarkably also $TERN has an oral GLP-1 molecule [---] and preclinical data showing additive effects when [---] added to it)" [X Link](https://x.com/Dogtor01416800/status/1689460582876143616) 2023-08-10T02:16Z [---] followers, [---] engagements "8/6 Just a reminder that $TERN with $340M mcap VS cash on hands of $285 and multiple clinical stage programs looks relatively attractive at current price particullary after yesterday's pullback post ADA which is doubtedly justified" [X Link](https://x.com/Dogtor01416800/status/1689461444444925952) 2023-08-10T02:19Z [---] followers, [---] engagements "11/7 The P1 study will be conducted in Australia with approximately [--] healthy volunteers encompassing both SAD and MAD portions to help identify appropriate doses for the future P2 study" [X Link](https://x.com/Dogtor01416800/status/1689944643620970496) 2023-08-11T10:19Z [---] followers, [--] engagements "12/7 Interesting data suggesting specific improvements in lysosomal function might be more broadly applicable across neurodegenerative diseases. $GAIN's preclinical work to date has demonstrated that structurally targeted allosteric regulators (STARs) can improve lysosomal" [X Link](https://x.com/Dogtor01416800/status/1689944957648543744) 2023-08-11T10:20Z [---] followers, [--] engagements "6/15 The first-in-human data from $GANX has the potential to de-risk the entire pipeline as correction of a lysosomal enzyme in a patient deficient for that same enzyme is essentially replacement therapy. The enzyme correction field has a handful of "one-off" successes including" [X Link](https://x.com/Dogtor01416800/status/1689947516543045633) 2023-08-11T10:31Z [---] followers, [--] engagements "7/15 the CFTR efforts of $VRTX and a lysosomal chaperone from $FOLD. $GANX's approach is broader and involves a computational platform designed to generate enzyme corrector molecules termed STARs. The basic approach involves finding allosteric site binders that hold a mutated" [X Link](https://x.com/Dogtor01416800/status/1689947585489096704) 2023-08-11T10:31Z [---] followers, [---] engagements "2/7 More specifically with COVID market has currently approved anti-virals (namely $PFE Paxlovid and to a lesser extent $MRK Lagevrio) continuing to dominate a shrinking market opportunity as severe COVID case rates dwindle" [X Link](https://x.com/Dogtor01416800/status/1691057687361191936) 2023-08-14T12:02Z [---] followers, [--] engagements "(1) Morning☀ Monte Rosa Therapeutics with an unmatching ticker symbol $GLUE is going to present its Ph 1/2 initial data for MRT-2359 in MYC-driven solid tumors by year-end. Considering it's the only clinical candidate for $GLUE - readout will have a significant effect on sp" [X Link](https://x.com/Dogtor01416800/status/1714173276833161461) 2023-10-17T06:55Z [---] followers, [---] engagements "(10) .cell lines. Additionally prostate cancer where both $GLUE own research and literature suggest that approximately 60% of patients could be C-Myc positive as well as gastric cancer could also be interesting opportunities according to mgmt" [X Link](https://x.com/Dogtor01416800/status/1714177606986412134) 2023-10-17T07:12Z [---] followers, [---] engagements "(11) Recall the now discontinued CC-90009 from $BMY showed 51% G3/4 AEs in Ph1 AML study. CC-90009 has a lower CRBN binding affinity than $GLUE and requires IV delivery. Another oral compound BTX-1188 from BiotheryX that was in Ph [--] study has recently been terminated as well😢" [X Link](https://x.com/Dogtor01416800/status/1714178169635553535) 2023-10-17T07:14Z [---] followers, [---] engagements "$GLUE's Mgmt believes MRT-2359 has a superior profile. The selectivity that MRT-2359 has demonstrated against MYC-driven cells (preclinical data presented at AACR showed selective killing of MYC-driven tumor cells but not non-MYC-driven cells)" [X Link](https://x.com/Dogtor01416800/status/1714178496988360764) 2023-10-17T07:16Z [---] followers, [---] engagements "(1) According to the New York Times only in July doctors in the US wrote about [-----] prescriptions a week for Wegovy compared to [-----] a week for Ozempic. And now that $NVO shackles are off investors have been getting very excited over the new drug" [X Link](https://x.com/Dogtor01416800/status/1714609904076620080) 2023-10-18T11:50Z [---] followers, [---] engagements "(4) But with over [---] million people globally suffering from obesity and 42.4% of Americans falling into that categorization investors are so much worried about the short-term supply problems but rather the long-term potential of this new drug category" [X Link](https://x.com/Dogtor01416800/status/1714610367249387663) 2023-10-18T11:52Z [---] followers, [--] engagements "(5) Since [----] the first year of Ozempic sales $NVO shares have risen exponentially now sitting at a rough 300% gain giving the company a $450B market cap. This is now giving Novo Nordisk the title of the second-largest company in Europe behind $LVMHF" [X Link](https://x.com/Dogtor01416800/status/1714610856808546630) 2023-10-18T11:54Z [---] followers, [--] engagements "(6)but one particular beneficiary of Nowhere Nordisks success has been Denmark itself. The company's recent success accounts for nearly all of Denmark's economic growth. The surge in overseas sales of Ozempic and Wegovy is even prompting the Danish central bank to keep interest" [X Link](https://x.com/Dogtor01416800/status/1714611176812978616) 2023-10-18T11:55Z [---] followers, [--] engagements "(7) .rates lower than otherwise would. Unbelievably in recent weeks Novo Nordisk's market cap has now surged larger than the GDP of Denmark itself. And is getting so large that economists are now debating whether the country needs to publish another set of economic statistics" [X Link](https://x.com/Dogtor01416800/status/1714611338742575377) 2023-10-18T11:56Z [---] followers, [--] engagements "(8)that strips out Novo Nordisk in much the same way that core inflation strips out food and energy. While Denmark is no stranger to large companies like shipping company Maersk or Lego this situation has definitely had a much larger and more sudden impact on the Danish economy" [X Link](https://x.com/Dogtor01416800/status/1714611469667668381) 2023-10-18T11:56Z [---] followers, [--] engagements "(2) .was statistically insignificant with a p -value of [-----] which is more than recognized trashhold of p=0.05. Such happens when the effectiveness of a new candidate is relatively low or the number of patients in the study is insufficient (404 pts in the case of Ph.3)" [X Link](https://x.com/Dogtor01416800/status/1714884015390630170) 2023-10-19T05:59Z [---] followers, [--] engagements "(3) It is important that $TVTX's Filspary has already been approved for this indication on February [--] but this "accelerated approval" is significantly different from the regular one as can be seen by the market's evaluation. #biotech" [X Link](https://x.com/Dogtor01416800/status/1714884384644583607) 2023-10-19T06:01Z [---] followers, [--] engagements "(1) Morning Fellas✌. Another massive catalyst is coming but this time in mid-cap space. Sarepta Therapeutics $SRPT is going to announce Duchenne muscular dystrophy Ph. [--] data for its SRP-9001-301 - (EMBARK) in the next or following month. Let's have a quick look" [X Link](https://x.com/Dogtor01416800/status/1717135627987329159) 2023-10-25T11:06Z [---] followers, [----] engagements "(4) .North Star Ambulatory Assessment (NSAA) would support a non-age-restricted label regardless of ambulatory status. Management has reiterated their confidence on a positive readout given the study is powered well over 90% with several protocols in place to minimize" [X Link](https://x.com/Dogtor01416800/status/1717136221586215366) 2023-10-25T11:09Z [---] followers, [---] engagements "(5) .variability across treatment arms and subgroups. $SRPT expects full approval in 1H24. Most analysts are encouraged by the early metrics of the launch and positive commentary from management on their conversations with payors and regulators" [X Link](https://x.com/Dogtor01416800/status/1717136429686665339) 2023-10-25T11:10Z [---] followers, [----] engagements "(6) Additional near-term catalysts : 1) data from part B of the MOMENTUM trial evaluating SRP-5051 in DMD is expected in 2H 2) enrollment in the ph. [--] VOYAGENE trial evaluating SRP-9003 in LGMD type 2E finishes in 3Q and $SRPT expects to initiate a ph. [--] study by YE" [X Link](https://x.com/Dogtor01416800/status/1717136926795571237) 2023-10-25T11:12Z [---] followers, [----] engagements "(7) Pretty sure such a catalyst with such a liquid stock (comparable to other bioturds) should be better played via options. What are your thoughts guys $SRPT $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1717137258279829544) 2023-10-25T11:13Z [---] followers, [----] engagements "(1) Morning Fellas✌ Today I'll cover the upcoming catalyst for a tiny bioturd with a controversial name for the current geopolitical environment - C4 Therapeutics💣with a fancy ticker symbol $CCCC" [X Link](https://x.com/Dogtor01416800/status/1717413243927630305) 2023-10-26T05:30Z [---] followers, [---] engagements "(1) Cathie Wood's Ark Investment Management issued a hilarious article a few weeks ago underlying how cool is it to carry forward huge losses from their ETFs. Here is my observation in relates to that media strategy:" [X Link](https://x.com/Dogtor01416800/status/1717861891559870593) 2023-10-27T11:12Z [---] followers, [---] engagements "(4) This article was posted at the end of September but look at how they represented their returns depicting only the most profitable period. $ARKG $ARKK $ARKW $ARKX $ARKF" [X Link](https://x.com/Dogtor01416800/status/1717863289815011496) 2023-10-27T11:18Z [---] followers, [--] engagements "(5) However if we will track performance YTD by the date when the article was published (which makes sense isn't it). The picture became much more gloomy. Is it even ethical to manipulate data in that way $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1717863973079621716) 2023-10-27T11:21Z [---] followers, [--] engagements "$BMY $MRK - yeah that's massive. Who's next $NVO or $SAVA😁😁😁" [X Link](https://x.com/Dogtor01416800/status/1717873400004436046) 2023-10-27T11:58Z [---] followers, [---] engagements "(4) 📕"The Biotech Trader Handbook" - Catalyst event provides unprecedented trading opportunities. In this book the author provides individuals unfamiliar with the world of small-cap biotech with a efficient approach to identify and execute trading strategies using options" [X Link](https://x.com/Dogtor01416800/status/1719994719051342105) 2023-11-02T08:27Z [---] followers, [--] engagements "(5) 📘"The Antidote: Inside the World of New Pharma" The author returns to $VRTX to learn what it takes to succeed in science and business and sees that [--] years later. $VRTX is now Make better drugs faster. Create the 21st century bio-company. Become $MRK only better" [X Link](https://x.com/Dogtor01416800/status/1719995556117049762) 2023-11-02T08:31Z [---] followers, [--] engagements "(6) 💊$STRO - Luvelta phase [--] data for ovarian cancer due by year-end. 💊$ORIC - ORIC-533 Ph. 1b trial enrolling. Phase 1b initial data is to be presented at ASH on December [--] [----] - Multiple myeloma" [X Link](https://x.com/Dogtor01416800/status/1721136770203709811) 2023-11-05T12:05Z [---] followers, [--] engagements "(7)💊$PRTA - the most failed (from a treatment perspective) disease ever - Alzheimer's. PRX012 Top-line data expected [----]. By the way $ANVS with its for Buntanetap Parkinson's may also release data by YE - two very popular stocks since [----] bio-mania" [X Link](https://x.com/Dogtor01416800/status/1721139358441636222) 2023-11-05T12:16Z [---] followers, [--] engagements "(6) 💊 $STRO - Luvelta's Ph. [--] data for ovarian cancer due by year-end. Small cap - will be massive 💊 $ORIC - ORIC-533 Ph. 1b trial initial data is to be presented at ASH on December [--] [----] - Multiple myeloma - severe disease😫" [X Link](https://x.com/Dogtor01416800/status/1721142507206324537) 2023-11-05T12:28Z [---] followers, [---] engagements "(7)💊 $PRTA - the most failed (from a treatment perspective) disease ever - Alzheimer's. PRX012 Top-line data expected [----]. By the way $ANVS with its for Buntanetap Parkinson's may also release data by YE - two very popular stocks since [----] bio-mania" [X Link](https://x.com/Dogtor01416800/status/1721142588655472696) 2023-11-05T12:29Z [---] followers, [---] engagements "Well here we go. $IKNA proided IK-930 data - quite a mixed result from my perspective. Premarket is struggling to assess it🙄 Orbimed sit on board and $GILD owns rougthly 6% stake in Ikena - we'll see how it goes. Your thoughts❓ (10) Relatively small company $IKNA will announce Ph.1 initial clinical data for its IK-930 in treatment of solid tumors and NSCLC by year end. High volatility guaranteed. $IMTX which jumped 17% yesterday on no news will give Ph.1 data update for several cohorts for its IMA203 (10) Relatively small company $IKNA will announce Ph.1 initial clinical data for its IK-930" [X Link](https://x.com/Dogtor01416800/status/1722607793696583999) 2023-11-09T13:31Z [---] followers, [----] engagements "You will be amused to know that Martin Shkreli was on the other side of the trade against #VivekRamaswamy about six years ago and he was able to unveil the upcoming AD trial fail for Axovant $AXON $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1722960031593943523) 2023-11-10T12:50Z [---] followers, [---] engagements "(2) From the very beginning they kind of knew that their device wasn't going to work but they marched ahead anyway which I think is the part that they kind of shouldn't have done so we realized that it was a great short opportunity even from an ethical perspective" [X Link](https://x.com/Dogtor01416800/status/1723995143056044323) 2023-11-13T09:24Z [----] followers, [--] engagements "(4) .very complicated as a surface area and so far you can't really replicate it because its vascularised. Technically you can't really build an organ in a box unless it really looks and feels like a functional combination of liver cells" [X Link](https://x.com/Dogtor01416800/status/1723995312015220969) 2023-11-13T09:24Z [---] followers, [--] engagements "(5) The biggest hint that they had wasn't in the published literature it was actually in their own papers where they did their first study with the box and the product didn't succeed but if you looked at a subgroup of patients who had MELD score that was too high" [X Link](https://x.com/Dogtor01416800/status/1723995391392350209) 2023-11-13T09:25Z [---] followers, [--] engagements "(1) $FIXX Board evaluated its company for almost nothing in dollar terms. Well who will FIX it for them❓" [X Link](https://x.com/Dogtor01416800/status/1725779839230398962) 2023-11-18T07:35Z [----] followers, [---] engagements "(2) But luckily Ms. Morrison from Q32 Bio did all the math on their behalf.👿 What a joke $FIXX $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1725780138699403295) 2023-11-18T07:37Z [----] followers, [---] engagements "(2) As youve already seen $ATRA $ACRS and $IKNA all played accordingly to the list but there are definitely more to come for example - overlooked obesity 🥧 (or you can say R2D🤪) player - $GPCR Structure Therapaurics whose GSBR-1290 Ph.2a data will be released by YE" [X Link](https://x.com/Dogtor01416800/status/1727903031059193946) 2023-11-24T04:12Z [---] followers, [---] engagements "(3) GSBR-1290 💊 is a highly potent orally available novel small molecule GLP-1RA. And assuming just $2B MCap of $GPCR VS monstrous $LLY and $NVO that catalyst might be especially interesting" [X Link](https://x.com/Dogtor01416800/status/1727903486518624733) 2023-11-24T04:14Z [---] followers, [---] engagements "(4) Another remarkable binary event will occur within a few weeks for $LNTH and Point Biopharma $PNT for their joint candidate Lu-PNT20002 for the treatment of metastatic castration resistant prostate cancer and if it failed - $PNT will definitely crater a lot" [X Link](https://x.com/Dogtor01416800/status/1727904781065388405) 2023-11-24T04:19Z [---] followers, [---] engagements "(9) Currently $PSTV evaluates Obisbemeda for the treatment of Recurrent Glioblastoma (all that thread is dedicated to Ph.2 results of ReSPECT-GBM Study NCT01906385) and for a much bigger market of Leptomeningeal Metastases (100-150k pts p.a. in the US)" [X Link](https://x.com/Dogtor01416800/status/1728001277794345386) 2023-11-24T10:43Z [---] followers, [---] engagements "(10) As you are already aware Ph.2 confirmed (11.20) Ph.1 stellar results (which is quite a rare case statistically speaking) and 9/15 pts are still alive. The trial itself will be covered in the next part. Stay tuned🖖 $PSTV $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1728002208766243235) 2023-11-24T10:46Z [---] followers, [---] engagements "(2) Michael is excited about $RYZB radio candidate efficiency for the treatment of gastroenteropancreatic neuroendocrine tumors and so far the response rate is pretty impressive for such severe tumor types" [X Link](https://x.com/Dogtor01416800/status/1729086302266798324) 2023-11-27T10:34Z [---] followers, [--] engagements "(3) Moreover analyst remind us about the recent acquisition of $PNT by $LLY for its remarkable radio candidate 177Lu-PNT2002 which contains radioactive Lutetium-177. (By the way $RYZB built its pipeline on Actinium-225🩻)" [X Link](https://x.com/Dogtor01416800/status/1729087252922544543) 2023-11-27T10:38Z [---] followers, [---] engagements "(4) $MRK $AZN $JNJ (backed $FUSN) - all these pharma giants are extremely interested in radio pharma these days" [X Link](https://x.com/Dogtor01416800/status/1729088350123081842) 2023-11-27T10:42Z [---] followers, [---] engagements "Well while "sub-pharma" companies promote psilocybin microdosing in the press $CYBN will post its 💊CYB003 MDD ph.2 data in a few days. It will be interesting to see how $ATAI will react considering its stake in $CMPS. While I reckon $MNMD will just sit on the sideline🙃" [X Link](https://x.com/Dogtor01416800/status/1729245379143881089) 2023-11-27T21:06Z [---] followers, [---] engagements "While $GME $20 Call options are exploding meme mania may return to $MEME stocks but how it will affect our sector❓ From my understanding only $MJ was highly correlated with $MEME back in [----] while other most shorted stocks as $SAVA or $NVAX remained untouched" [X Link](https://x.com/Dogtor01416800/status/1729824610714075224) 2023-11-29T11:28Z [---] followers, [---] engagements "Interesting fact🤔: According to Jefferies by [----] jet fuel consumption will be reduced by 2% (apart from bio-fuel transition) due to the widespread of GLP-1 agonists like #Vegowy from $NVO or #Mounjaro from $LLY ✈ Are you waiting for $ALT' P2 48-week trial results by YE 🍔" [X Link](https://x.com/Dogtor01416800/status/1730170889587827088) 2023-11-30T10:24Z [---] followers, [---] engagements "Well Guys another catalyst played down from Nov [--] list (attached)📜. Nice efficiency in weight reduction by $ALT but would pts take their pills assuming such high frequensy of gastric AE assuming that Obesity market is thrilled to welcome newcomers $LLY $AZN $NVO $PFE ❓" [X Link](https://x.com/Dogtor01416800/status/1730422807967010996) 2023-12-01T03:05Z [---] followers, [---] engagements "(1) Hopefully Twitter won't go bankrupt and I'll be a to continue posting about bioturds🧬. $SYRS will report initial Phase [--] SELECT AML data on tamibarotene + ven/ aza in newly-diagnosed unfit RAR+ AML patients at any moment🎩" [X Link](https://x.com/Dogtor01416800/status/1731644160560791635) 2023-12-04T11:58Z [---] followers, [---] engagements "(2) . As a reminder SELECT-AML lead-in data showed the triplet achieved an impressive 83% (5/6) CR/CRi rate which exceeds the 66.4% CR/CRh rate of ven/aza in the Phase III VIALE A $ABBV trial. What's your thought on upcoming AML data❓ $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1731644679069073685) 2023-12-04T12:00Z [---] followers, [---] engagements "(1) Ok guys let's have another look at a tiny #biotech called $EQ Equillium which is trying to develop a drug -competitor for $INCY's Jakafi (ruxolitinib) with its $2.5 annual sales. Preclinical results in medical hair loss treatment (alopecia) vs stnd. of care shown below👇 New position (still in process of buying) with imminent catalysts: $EQ Market Cap: $19 million Cash: $46 million Cash burn: $2-3 million/quarter Two end of year catalysts: see below One catalyst early 2024: see below $7.5 million share buyback that company hasn't utilized. https://t.co/5QxOEemEiY New position (still in" [X Link](https://x.com/Dogtor01416800/status/1732928419749621778) 2023-12-08T01:01Z [---] followers, [----] engagements "@BioTechTraderSD Thanks Brian. We'll do a quick research on your other watchlist tickers with upcoming catalysts: $CCCC $PRAX $BCAB and $NXTC. Btw what are your thoughts on $MURA" [X Link](https://x.com/Dogtor01416800/status/1732936874849935360) 2023-12-08T01:35Z [---] followers, [---] engagements "Cobalt-60 is a radioactive isotope and potentially according to its label is the most dangerous thing you can hold in your hands for a while☢ But how $PSTV $PNT and $FUSN handle it $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1739256404144525761) 2023-12-25T12:06Z [---] followers, [---] engagements "@Maxiimuss_Holla Today's $RYZB / $BMY deal might be a significant tailwind for all smid cap radiopharmaceuticals like $CLRB or $FUSN" [X Link](https://x.com/Dogtor01416800/status/1739643279053037900) 2023-12-26T13:44Z [---] followers, [----] engagements "Just a friendly reminder that Jacobs list of radiopharma assets in light of $RYZB s deal should be completed with another overlooked nano-cap ☢ $PSTV which Im covering for the last few months: 💭 $XBI $PNT $FUSN $CLRB $YMAB And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB https://t.co/IWorowiQ4z And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB https://t.co/IWorowiQ4z" [X Link](https://x.com/Dogtor01416800/status/1739692674863820924) 2023-12-26T17:00Z [---] followers, [----] engagements "@zereshkpolo_133 Agree - they are struggling how to promote their company to a wider public. From my perspective recent GBM data is outstanding $6.4M in grants coming in [----] share repurchase program is up and running. All that at $8M market cap $PSTV just need some media attention" [X Link](https://x.com/Dogtor01416800/status/1739849624624742880) 2023-12-27T03:24Z [---] followers, [--] engagements "(1) Jefferies 🏦 [----] pharma outlook: Big Picture: Across 2020-2023 oncology remains the No.1 area of interest to Pharma by deal amount with $100B of capital deployed in names incl $SGEN $IMMU and $IMGN" [X Link](https://x.com/Dogtor01416800/status/1739908646161850713) 2023-12-27T07:18Z [----] followers, [---] engagements "# [--] Totally agree - radiopharma ☢ is on fire 🔥. Particularly $CLRB ahead of its JPM data (08/01) and $PSTV after recent $RYZB / $BMY deal is worth watching 👀 Stay tuned - that trend may be the next one after #obesity and #neurology William Blair's top [--] potential surprises of [----] $XBI Hope for #1 & [--] https://t.co/VfRXHf3LB9 William Blair's top [--] potential surprises of [----] $XBI Hope for #1 & [--] https://t.co/VfRXHf3LB9" [X Link](https://x.com/Dogtor01416800/status/1741745151402443154) 2024-01-01T08:56Z [---] followers, [----] engagements "(1) $ADTX Am I right that in that bioturd three parallel processes are going: 👀Wainwright selling millions of new shares 👀 Smart Shorties build position 👀 BioPumpers from X calling their fellas to jump longs "into the volume spike"👿 $XBI Please help to solve 🧩" [X Link](https://x.com/Dogtor01416800/status/1745410917603639745) 2024-01-11T11:42Z [---] followers, [---] engagements "Pls check ongoing mcap on investing and lagging on yahoo🐢 $ADTX $XBI" [X Link](https://x.com/Dogtor01416800/status/1745411199058268197) 2024-01-11T11:43Z [---] followers, [---] engagements "(1) ☢Radiopharma outlook☢ in light of the recent $RYZB takeover by $BMY at a stunning $4.1B the temperature at tight radiopharmaceutical space became significantly higher. Let's try to dive more deeply into that small universe 💫 $XBI #biotech And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB https://t.co/IWorowiQ4z And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB https://t.co/IWorowiQ4z" [X Link](https://x.com/Dogtor01416800/status/1745783886217609379) 2024-01-12T12:24Z [---] followers, [---] engagements "(2) ☢That $RYZB deal came soon after the recent acquisition of another radio-company $PNT by pharma giant $LLY. Such high-profile M&A clearly suggests radiopharma is in the shopping basket of major healthcare players. Such a takeover trend may continue in 2024" [X Link](https://x.com/Dogtor01416800/status/1745785127505215776) 2024-01-12T12:29Z [---] followers, [---] engagements "(3)☢ Interestingly enough $RYZB existed as a public company for just about [--] months while $PNT traded on NASDAQ for a couple of years. Premium on $RYZB looks much more significant than in the Endocyte deal a few years ago which indicates a scarce "supply". $XBI" [X Link](https://x.com/Dogtor01416800/status/1745786116392042656) 2024-01-12T12:33Z [---] followers, [---] engagements "(4) ☢As @JacobPlieth kindly mentioned in his radiopharma landscape - only [--] public and private companies (now less😄) create the whole "supply" of IP and what's more important radioactive candidates manufacturing capacity. $XBI" [X Link](https://x.com/Dogtor01416800/status/1745786913389429054) 2024-01-12T12:36Z [---] followers, [--] engagements "@JacobPlieth (5) ☢So why pharma companies would pay a high price for manufacturing (as you can imagine it's a unique bottleneck) $RYZB - 63000ft GMP Facility (Ac-255 isotope) $PNT - 180000ft GMP Facility (Lu-177 and Ac-225) $FUSN - facility under construction (late stage) $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1745788056916086786) 2024-01-12T12:41Z [---] followers, [---] engagements "@JacobPlieth (6)☢However as just only about [--] companies with their own production lines better to look at lagging players who have already proven the viability of their science in randomized clinical trials. I can highlight here $PSTV after its recent recurrent impressive GBM ph.2 data" [X Link](https://x.com/Dogtor01416800/status/1745789859175055696) 2024-01-12T12:48Z [---] followers, [---] engagements "@JacobPlieth (7) ☢Yes $PSTV market cap is just $9M (low float) however it's sufficiently funded and confidently progressing towards commercialization of severe brain cancer showing results superior to the current standard of care. Obviously momentum in that space keeps growing 🔥$XBI" [X Link](https://x.com/Dogtor01416800/status/1745790613738680775) 2024-01-12T12:51Z [---] followers, [---] engagements "(3) mega-deals in [----] is diminished. This is attributed to concerns surrounding regulatory scrutiny from the FTC as pharmaceutical companies prioritize consolidating their acquisitions from the previous year. However most pharmaceutical companies retain substantial capacity" [X Link](https://x.com/Dogtor01416800/status/1746877366914392257) 2024-01-15T12:49Z [---] followers, [--] engagements "(4) and major players like $JNJ remain open to pursuing larger deals. Here are a few quotes from key players: 💭$NVO "We can add a lot of value to our shareholders by taking assets in relatively early."" [X Link](https://x.com/Dogtor01416800/status/1746877720691347752) 2024-01-15T12:51Z [---] followers, [--] engagements "(5) 💭$LLY: "We're thinking about working with early-stage biotech. We need a few big ideas: seems unlikely we're going to be able to grow rapidly by pursuing a lot of small ideas thus we need a few big ideas. big unmet needs in very large populations." $XBI" [X Link](https://x.com/Dogtor01416800/status/1746877972450340916) 2024-01-15T12:52Z [---] followers, [--] engagements "(6)💭$BIIB ""We can't afford to do another Reata at least this year. We certainly have the capability of doing licensing deals." $ABBV: "We want to make sure that we close and integrate these two companies (IMGN CERE) well. We will continue to look for early-stage opportunities" [X Link](https://x.com/Dogtor01416800/status/1746878373455106194) 2024-01-15T12:53Z [---] followers, [---] engagements "(7) $MRK: "$10B to $15B range is the outer bound of sweet spot of our focus and then down to the smaller deals like HARP." $XBI #biotech" [X Link](https://x.com/Dogtor01416800/status/1746878539327287751) 2024-01-15T12:54Z [---] followers, [---] engagements "@CloisterRes Firstly it's among Jefferies top-24 ideas as $SRRK and for some reason $AMGN 😄" [X Link](https://x.com/Dogtor01416800/status/1748334484947415133) 2024-01-19T13:19Z [---] followers, [---] engagements "@jfais20 @PharmDabbler @Maximus_Holla Bread and butter of bio twitter :)" [X Link](https://x.com/Dogtor01416800/status/1748936342967603454) 2024-01-21T05:11Z [---] followers, [--] engagements "Does anyone wait for $ABUS / $MRNA letigation outcome❓ If judge will acknowledge $ABUS' IP rights on LNP technology and connected loss of revenue according to Jefferies🏦 stock' jump might be massive. Also there is one 400-900% gamble in that list - interested😉 $XBI" [X Link](https://x.com/Dogtor01416800/status/1750474255257792931) 2024-01-25T11:02Z [---] followers, [----] engagements "Syncona 🏦 Holds $11M $ACHL shares (Achilles Float = 17.8shrs). Previously British investment firm took its other holding $FRLN private with a decent premium and done it before with Applied Genetic Tech Corp.🏚. Sustainable approach😉 $XBI" [X Link](https://x.com/Dogtor01416800/status/1750853576606589391) 2024-01-26T12:09Z [----] followers, [---] engagements "$BIIB $XBI #Aduhelm" [X Link](https://x.com/Dogtor01416800/status/1753052906310566072) 2024-02-01T13:49Z [---] followers, [---] engagements "(1) Hello Team🧨 $XBI Catalyst for Q1 Given the improving overall conditions in the macro environment despite acknowledging the uncertainty around the timing and pace of rate cuts the recent surge in IPOs and sustained positivity stemming from late 2023/early [----] deals Cowen:" Biotech: Sentiment Warmed Up And Now More Bullish On Mid-Cap Biotech; Most likely to outperform: $ALNY $MRUS $FUSN. Most likely to underperform: $GILD $MRNA $ARWR $RVNC." https://t.co/HygWCb4sJ9 Cowen:" Biotech: Sentiment Warmed Up And Now More Bullish On Mid-Cap Biotech; Most likely to outperform: $ALNY $MRUS $FUSN." [X Link](https://x.com/Dogtor01416800/status/1753385186065281130) 2024-02-02T11:49Z [---] followers, [---] engagements "(2) investors express a more favorable outlook for the biotechnology sector. They are particularly interested in large-cap quality and SMID biotech companies that offer unique opportunities for generating alpha. $XBI" [X Link](https://x.com/Dogtor01416800/status/1753385444346413531) 2024-02-02T11:50Z [---] followers, [---] engagements "(3) In this context I outline significant catalysts expected in the remaining portion of the first quarter of [----]. These catalysts carry the potential for substantial upside or downside and they encompass various developments such as data releases from $LLY s SURMOUNT-OSA" [X Link](https://x.com/Dogtor01416800/status/1753385779139891445) 2024-02-02T11:52Z [---] followers, [---] engagements "(4) study in sleep apnea (the initial phase [--] study for tirzepatide's outcomes in obesity) $VRTX s Phase [--] VX-548 acute pain program and Phase [--] next-gen triple in CF. Also $ALNY s Phase [--] HELIOS-B study in ATTR-cardiomyopathy" [X Link](https://x.com/Dogtor01416800/status/1753386029929869764) 2024-02-02T11:53Z [---] followers, [---] engagements "$IMGN surprised investors by being taken over by $ABBV a few months after corporate drama while the CMO decided to step down.🚶♂ Yesterday a few weeks after stunning SEQUOIA-HCM data $CYTK's CFO decided to resign.🫡 What a weird coincidence so far 🤪 $XBI Thoughts❓ @GooseData There's a 100% probability that $CYTK is either acquired or remains independent. Timestamp this prediction. @GooseData There's a 100% probability that $CYTK is either acquired or remains independent. Timestamp this prediction" [X Link](https://x.com/Dogtor01416800/status/1753747630176571794) 2024-02-03T11:49Z [---] followers, [----] engagements "That circus in $CYTK reminds me about great article on how to spot the buyout from the outside viewer perspective. Especially the sign # 🎱. However as for now - its a wishful thinking 💭 considering bigpharmas war chest and expiring blockbusters patents $XBI $KURA $IMGN surprised investors by being taken over by $ABBV a few months after corporate drama while the CMO decided to step down.🚶♂ Yesterday a few weeks after stunning SEQUOIA-HCM data $CYTK's CFO decided to resign.🫡 What a weird coincidence so far 🤪 $XBI Thoughts❓ https://t.co/3CYgaezZCt $IMGN surprised investors by being taken" [X Link](https://x.com/Dogtor01416800/status/1753794914620699108) 2024-02-03T14:57Z [---] followers, [----] engagements "⚔$ABUS vs $MRNA - David VS Goliath ⚔ $XBI Does anyone wait for $ABUS / $MRNA letigation outcome❓ If judge will acknowledge $ABUS' IP rights on LNP technology and connected loss of revenue according to Jefferies🏦 stock' jump might be massive. Also there is one 400-900% gamble in that list - interested😉 $XBI https://t.co/pwSsiUOfHg Does anyone wait for $ABUS / $MRNA letigation outcome❓ If judge will acknowledge $ABUS' IP rights on LNP technology and connected loss of revenue according to Jefferies🏦 stock' jump might be massive. Also there is one 400-900% gamble in that list - interested😉" [X Link](https://x.com/Dogtor01416800/status/1754444626411622519) 2024-02-05T09:59Z [---] followers, [---] engagements "Hey Fellas there were [--] significant clinical holds last year including $ALLO $VRTX $VERV $SLDB $QURE and others. Do you know where I can track current holds on-line❓ $XBI" [X Link](https://x.com/Dogtor01416800/status/1754829584699400483) 2024-02-06T11:29Z [---] followers, [---] engagements "(1) Ok Fellas yesterday $MDGL announced the publication of the pivotal Phase III MAESTRO-NASH trial of resmetirom in theNew England Journal of Medicine. However let's now focus on the main upcoming catalyst for that company and try not to look at $LLY's data 🤪 (6) including the likely approval of $MDGL s resmetirom as the first therapeutic and Phase [--] data from ZEALs survodutide among other events. I will be publishing one ticker daily🗓 - please subscribe and request additional DD if needed. Will start with $IOVA 💉 $XBI (6) including the likely approval of $MDGL s resmetirom as the first" [X Link](https://x.com/Dogtor01416800/status/1755933893365227914) 2024-02-09T12:37Z [---] followers, [---] engagements "(8) Discussions about pricing strategies for specialty drugs aligning with the value and innovation associated with resmetirom along with supportive evidence from the ICER draft report suggesting pricing ranging from $31000 to $46900 at different cost-effectiveness thresholds" [X Link](https://x.com/Dogtor01416800/status/1755936444332531863) 2024-02-09T12:47Z [---] followers, [--] engagements "(9) However assuming the threat of substitutes especially from GLP-1 agonists ( $NVO $LLY and other competitors like $VKTX )let's consider the negative scenario for $MDGL's NASH approval 🐻:" [X Link](https://x.com/Dogtor01416800/status/1755936897405518153) 2024-02-09T12:49Z [---] followers, [---] engagements "(10) Although no Advisory Committee meeting has been scheduled and the customary 55-day notification window ahead of one has passed the possibility of an AdCom being announced cannot be ruled out. The recent notification of an AdCom for $BMY/ $TSVT s Abecma in" [X Link](https://x.com/Dogtor01416800/status/1755937237085434082) 2024-02-09T12:50Z [---] followers, [---] engagements "(13) In such a case characterized by heightened uncertainty until AdCom briefing documents are released and meetings are held there should be a downward pressure on $MDGL stocks. In a more severe highly improbable case if MDGL were to receive a Complete Response Letter" [X Link](https://x.com/Dogtor01416800/status/1755938026512163124) 2024-02-09T12:53Z [---] followers, [---] engagements "(14) $MDGL shares would go through a massive sell-off potentially trading below forward one-year cash projections translating to a roughly 60% decline from the current price. $XBI Please support me with a like/repost🙏" [X Link](https://x.com/Dogtor01416800/status/1755938431388279229) 2024-02-09T12:55Z [---] followers, [---] engagements "(1) Holla Amigos🫡 below are the top [--] $500M [----] catalyst list📄: 1) $MDGL: Resmetirom PDUFA in NASH and launch 2) $ITCI: Phase III Caplyta data in MDD 3) $VRDN: Phase III data in active and chronic TED 4) $MRTX: Phase III KRAS confirm. study in 2L NSCLC &PRMT5 update" [X Link](https://x.com/Dogtor01416800/status/1756650162162946355) 2024-02-11T12:03Z [----] followers, [----] engagements "(2) 5) $ROG: Final OS Readout for TIGIT in 1L PD1+ NSCCL 6) $IOVA: lifileucel PDUFA in Melanoma and launch (pls. refer below) 7) $VTYX: Phase II TYK2 data in Crohn's disease 8) $AMGN: Phase II AMG133 (injectable) Data in Obesity $XBI" [X Link](https://x.com/Dogtor01416800/status/1756650571682246753) 2024-02-11T12:05Z [---] followers, [---] engagements "(3) [--] $ATXS: Proof of Concept Phase 1b/2 data for STAR-0215 in hereditary angioedema attacks prevention is around the corner [--] $KALV Top-line data from phase [--] study on the same disease within a few weeks and more details at AAAAI'24 presentation 2.25.24. $XBI" [X Link](https://x.com/Dogtor01416800/status/1757339960439615630) 2024-02-13T09:44Z [---] followers, [---] engagements "(4) [--] $VVY will present Ph. 2b VIVIAD Alzheimer's data and who knows maybe after [---] attempts humanity will find the treatment for that neurodegenerative disease [--] $ALNY Obviously not a small cap but Ph.3 HELIOS-B top-line data in ATTR-CM will be a huge catalyst $XBI" [X Link](https://x.com/Dogtor01416800/status/1757340909937766495) 2024-02-13T09:48Z [---] followers, [---] engagements "@zereshkpolo_133 You are right lack of catalysts is the main reason of stock to lag the biotech rally. However balance sheet is strong. In case of institutional owners - nothing really exciting. From my understanding what that penny stock needs is just a retail attention like in $EQ recen" [X Link](https://x.com/Dogtor01416800/status/1758694665933730179) 2024-02-17T03:27Z [---] followers, [--] engagements "$EQ continues to go parabolic with no news. +300% since my initial DD back in December please read it below - still valid 🤝 $EQ I know no one cares about my micro/nano caps trading ideas in Biotech but sometimes it works 😁 $XBI $IFRX https://t.co/IsJAKBqH9R $EQ I know no one cares about my micro/nano caps trading ideas in Biotech but sometimes it works 😁 $XBI $IFRX https://t.co/IsJAKBqH9R" [X Link](https://x.com/Dogtor01416800/status/1758695597526417873) 2024-02-17T03:31Z [---] followers, [---] engagements "🟢Wow Just listen to this: ". $NVDA is excited to be working with such innovative companies like Bionano $BNGO.we are working together to build own instrument and cloud analysis workflows." $XBI" [X Link](https://x.com/Dogtor01416800/status/1761136919633870856) 2024-02-23T21:12Z [---] followers, [----] engagements "📰 Bionano Genomics Inc.(Nasdaq: $BNGO) announced a collaboration with $NVDA to develop an acceleration platform for use in Bionanos optical genome mapping (OGM) workflow. $XBI" [X Link](https://x.com/Dogtor01416800/status/1762095534398152870) 2024-02-26T12:41Z [---] followers, [---] engagements "(1) The recent positive results from the Survodutide Ph2 trial in MASH are expected to positively impact the interest in Pemvidutide heating up strategic interest. Now we are all impressed by the parabolic move in $ALT fueled by $VKTX success. $XBI" [X Link](https://x.com/Dogtor01416800/status/1762801146828361931) 2024-02-28T11:25Z [---] followers, [---] engagements "(2) As the field of incretins progresses beyond Type [--] Diabetes and obesity MASH is emerging as a significant market segment with $LLY s Tirzepatide SYNERGY-NASH and now Survodutide showing promising results" [X Link](https://x.com/Dogtor01416800/status/1762801516963037613) 2024-02-28T11:26Z [---] followers, [--] engagements "(3) Pemvidutide currently in Phase 2b and $ALT is anticipated to release data in the first quarter of [----]. Co believes Pemvidutide remains an attractive option due to its glucagon bias potential for fibrosis improvement notable reduction in LDL and triglycerides in obesity" [X Link](https://x.com/Dogtor01416800/status/1762801842868932781) 2024-02-28T11:28Z [---] followers, [---] engagements "(4) and NAFLD studies and its scarcity value as one of the few de-risked incretins in MASH. Remarkably $ALT has observed sustained interest from strategic investors who prioritize Pemvidutide's potential cardiovascular 🫀 and liver benefits over just weight loss. $XBI $VKTX" [X Link](https://x.com/Dogtor01416800/status/1762802130044514684) 2024-02-28T11:29Z [---] followers, [---] engagements "I bet $ANVS will fail with their buntanetap's Parkinsons disease Ph.3 data. Why❓Cause the Co hiding pivotal data from investors and you wouldn't do so if the results are great. 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $XBI $BIVI $BIIB" [X Link](https://x.com/Dogtor01416800/status/1762818574773825732) 2024-02-28T12:34Z [---] followers, [--] engagements "(7) Keep in mind that $IRWD's current Mcap (after drop) assumes a [--] value from apraglutide however based on the provided data it is still approvable. Apraglutide will still get used in both stoma & CIC pts based on current Gattex's data" [X Link](https://x.com/Dogtor01416800/status/1764223267169300587) 2024-03-03T09:36Z [---] followers, [---] engagements "(8) $IRWD possesses substantial operating leverage and the potential launch of apraglutide indicates potential for EPS growth. Mngmnt has suggested that they can utilize their 90-person Linzess salesforce to promote apraglutide minimizing the need for significant funding. $XBI" [X Link](https://x.com/Dogtor01416800/status/1764223821748617371) 2024-03-03T09:38Z [---] followers, [---] engagements "At the moment my portfolio has triple digit (in a percentage term 🤣) allocation to $IFRX The only thing i can do to from the risk-management perspective now is to pray 🙏😅😅😅 $XBI Basically all you need to know about $IFRX key asset INF-904 in just [--] slides🫒 $XBI https://t.co/HXnG8x0v7E Basically all you need to know about $IFRX key asset INF-904 in just [--] slides🫒 $XBI https://t.co/HXnG8x0v7E" [X Link](https://x.com/Dogtor01416800/status/1766348569630613657) 2024-03-09T06:21Z [---] followers, [---] engagements "Yesterday $OPTN got a long-awaited approval for its XHANCE in the treatment of Chronic Rhinosinusitis WITHOUT nasal polyps which reduces anicipated TAM by a third. However it's better than a CRL😁 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $XBI $LYRA" [X Link](https://x.com/Dogtor01416800/status/1768872818920562788) 2024-03-16T05:31Z [---] followers, [--] engagements "US retail sales increase at a rapid pace while households getting into debt at a rapid pace . Or I should swap those metrics around❓🤪" [X Link](https://x.com/Dogtor01416800/status/1769683718237778133) 2024-03-18T11:14Z [---] followers, [---] engagements "As $FUSN got acquired by $AZN today with a 100% premium $PNT was bought by $LLY and $RYZB by $BMS just a few months ago - remaining players in radiopharma field remain attractive acquisition targets☢ Especially $CLRB after the two latest outstanding cancer data releases. $ATNM on Friday released findings from the Phase [--] SIERRA trial of Iomab-B (131I-Apamistamab)☢ for Acute Myeloid Leukemia Patients Just have a look at how overall survival increased 3-fold VS conventional care assuming a robust safety profile Radiopharma is the next big thing https://t.co/piLBeNxNfz $ATNM on Friday released" [X Link](https://x.com/Dogtor01416800/status/1770082631113482503) 2024-03-19T13:39Z [----] followers, [---] engagements "Will $CLRB squeeze today on $FUSN takeover assuming it has recently executed about $45M worth of warrants series A and will show loads of cash at Q1 ER❓ Pressure of sellers evaporates as float becomes stable. Huge cash cushion 💰💰 $XBI $FUSN: $CLRB $LNTH next $FUSN: $CLRB $LNTH next" [X Link](https://x.com/Dogtor01416800/status/1770111692736970913) 2024-03-19T15:34Z [---] followers, [---] engagements "4 Things you need to know about $PSTV: ☢Radiopharma ( $FUSN $CLRB $ATNM $CATX) 👶 $8M MCap 💣 Stunning latest glioblastoma data 😝 My second biggest holding and i predicted (see below) $RYZB takeover in 11/23 (1) Ok guys here is my last post on recent $PSTV results as a market consistently doesn't want to recognize obvious things and below are the radio pharma thoughts of Jefferies analyst - Michael Yee who undoubtedly has outstanding expertise in #biotech #XBI https://t.co/YK7LknwjAt (1) Ok guys here is my last post on recent $PSTV results as a market consistently doesn't want to recognize" [X Link](https://x.com/Dogtor01416800/status/1770816090932732024) 2024-03-21T14:13Z [----] followers, [----] engagements "$PSTV I have Deja Vu: 👀 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $ATNM $CLRB $RYZB $PNT $CATX $FUSN $PNT https://x.com/Dogtor01416800/status/1727074001930076371s=20 ❗Mark Your Calendars❗ Plus Therapeutics will be presenting a poster at the National Comprehensive Cancer Network Annual Conference Press release: https://t.co/sjHcPWrmwY #NCCN #BrainCancer #Glioblastoma #BreastCancer #LungCancer #ClinicalTrials $PSTV https://t.co/IY4Go5Jd9f https://x.com/Dogtor01416800/status/1727074001930076371s=20 ❗Mark Your Calendars❗ Plus Therapeutics will be presenting a poster at the National Comprehensive Cancer" [X Link](https://x.com/Dogtor01416800/status/1772982948553261136) 2024-03-27T13:44Z [----] followers, [----] engagements "$AVTX Eye popping gains for a $3M company 👀 Avalo intends to pursue the development of AVTX-009 in hidradenitis suppurativa (HS) the same path as $IFRX recently decided to pivot with its INF904 💊 Inflammatory space is booming since $LABP takeover by $ABBV $XBI" [X Link](https://x.com/Dogtor01416800/status/1773327675525931031) 2024-03-28T12:33Z [---] followers, [----] engagements "$NVTA $NVTAQ genomic🧬 revolution is postponed for a while. 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $XBI" [X Link](https://x.com/Dogtor01416800/status/1776060022965039462) 2024-04-05T01:31Z [---] followers, [--] engagements "How can you interrelate these two pictures based on that article❓🤡 $PFE $XBI https://www.nejm.org/doi/10.1056/NEJMoa2309003 https://www.nejm.org/doi/10.1056/NEJMoa2309003" [X Link](https://x.com/Dogtor01416800/status/1777267673019322794) 2024-04-08T09:30Z [---] followers, [---] engagements "Another expression of interest from big pharma 🏦 ( $SNY ) to inflammation space. This time is refocusing on collaboration with $IGMS. 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $IFRX guys we'll be back just wait. $XBI" [X Link](https://x.com/Dogtor01416800/status/1780582477448507453) 2024-04-17T13:01Z [---] followers, [--] engagements "$SGTX $LLY Just reflecting on that 🫣- fellas have you ever seen such an epic biotech buyout with such an insane premium of several thousands percents (if conditions are met)❓ $XBI" [X Link](https://x.com/Dogtor01416800/status/1780884954349760901) 2024-04-18T09:03Z [---] followers, [---] engagements "$SGMO $PFE Mid-24 sounds sexy🧁 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $XBI" [X Link](https://x.com/Dogtor01416800/status/1782730463754453175) 2024-04-23T11:17Z [---] followers, [--] engagements "Hey guys want to share with you a great biotech investment course📷 on YouTube explaining in particular why $MCRB ph.3 data ballooned the stock 800% overnight and why $BIIB's aducanumab's pivotal trial was basically a scam.🤡 Free and insightful💯 https://www.youtube.com/watchv=Rfg3skCjY50 https://www.youtube.com/watchv=Rfg3skCjY50" [X Link](https://x.com/Dogtor01416800/status/1783454622235140504) 2024-04-25T11:14Z [---] followers, [---] engagements "Is it a good idea to long $LYRA before Ph.3 chronic rhinosinusitis on $OPTN commercial successes❓ $XBI" [X Link](https://x.com/Dogtor01416800/status/1783487038710599802) 2024-04-25T13:23Z [---] followers, [----] engagements "Surprisingly there are just a few public companies in the epigenetics🧬 space: $GSK $BMY tiny French $IVA $CNST (acquired $1.7B) and $OMGA which was recently backed by $NVO due to its lipid management potential.🫒 Catalyst is coming and stock trades below the NVO deal. $XBI" [X Link](https://x.com/Dogtor01416800/status/1784580782432080012) 2024-04-28T13:49Z [----] followers, [----] engagements "Let's think from that perspective: EMA approved useless (see below) Paxlovid by $PFE while Vilobelimab from $IFRX (already has EUA in States) is waiting for COVID EU approval for almost a year😵💫 But based on the current 3% rejection rate let us just wait and relax😉 $XBI How can you interrelate these two pictures based on that article❓🤡 https://t.co/smwqrZBR4g $PFE $XBI https://t.co/thVUmuWUmQ How can you interrelate these two pictures based on that article❓🤡 https://t.co/smwqrZBR4g $PFE $XBI https://t.co/thVUmuWUmQ" [X Link](https://x.com/Dogtor01416800/status/1785267878033568207) 2024-04-30T11:20Z [---] followers, [---] engagements "$IFRX - blessed as soon as this brightest mind🧠 is backing its science💯 Just check the case study below😉 $CLDX $XBI What do $CLDX back in [----] (before it made ❎30🚀) and $IFRX today have in common❓ Apart that both candidates (CDX-0159 and now INF904) have indicated the potential to deplete mast cells a key driver of inflammatory disease urticaria also the early excitement of Dr. Maurer https://t.co/U6TtSZ79b0 What do $CLDX back in [----] (before it made ❎30🚀) and $IFRX today have in common❓ Apart that both candidates (CDX-0159 and now INF904) have indicated the potential to deplete mast" [X Link](https://x.com/Dogtor01416800/status/1785284822912618998) 2024-04-30T12:27Z [---] followers, [---] engagements "$LLY Since Nov approval Zepbound showed half a B sales within the first Q🤯 Well see a new blockbuster drug in a [--] mnths 💯 Thats insane how much people happy to pay to loss weight🫣 $XBI" [X Link](https://x.com/Dogtor01416800/status/1785294953977139263) 2024-04-30T13:07Z [---] followers, [---] engagements "Hmm really that H5N1 🦠 topic gaining more and more traction in media thus hedging with buying $BYND 🐄 might be an interesting tactical swing trade if concerns start to escalate even further. Whats your thoughts on that dear mammals❓ $XBI @OutbreakJake The risk of beef infection with #H5N1 in the US is high. Its been found in ling tissue of cows - [--] died / [--] euthanized. Already virus found in milk. Beef simply isnt safe and @BeyondMeat is the obvious answer. $BYND is well entrenched in $MCD Europe. @OutbreakJake The risk of beef infection with #H5N1 in the US is high. Its been found in ling" [X Link](https://x.com/Dogtor01416800/status/1785324552937222494) 2024-04-30T15:05Z [---] followers, [---] engagements "$NVS to acquire Mariana Oncology🍒 Another 9-figures takeover in radiopharma ☢ space. Previous deals: $LLY 💰 $PNT $BMS 💰 $RYZB $AZN 💰 $FUSN Ive overlaid all this three deals on public radiopharma price charts🧻: $ATNM $CLRB $PSTV $CATX. So you can see sensitivity $XBI" [X Link](https://x.com/Dogtor01416800/status/1786005695680442515) 2024-05-02T12:11Z [----] followers, [----] engagements "Obviously not but might work in a reverse fashion 😅 $LYRA 🔄 $OPTN Is it a good idea to long $LYRA before Ph.3 chronic rhinosinusitis on $OPTN commercial successes❓ $XBI https://t.co/AzEtoj8FOR Is it a good idea to long $LYRA before Ph.3 chronic rhinosinusitis on $OPTN commercial successes❓ $XBI https://t.co/AzEtoj8FOR" [X Link](https://x.com/Dogtor01416800/status/1787465648047898646) 2024-05-06T12:53Z [---] followers, [---] engagements "(1) Well being a poster child🧑🎤 back in [----] $ALLK is now an underdog with a $100M MCap and negative EV of $23M (Trading well below cash💵). However by the end of Q2 we'll see the first Ph.1 PK for AK006💉and any positive will boost the SP💯 Let's have a deep dive❗$XBI starting a small position in $ALLK today starting a small position in $ALLK today" [X Link](https://x.com/Dogtor01416800/status/1789204374570586268) 2024-05-11T08:02Z [---] followers, [----] engagements "(2) Let's return back in [----] when the emerging biotech 👶 announced AK002 💉 Met All Prespecified Primary and Secondary Endpoints in Ph.2 for Eosinophilic Gastritis (EG) which is a severe autoimmune condition. Stock rallied 175% within [--] days and buyout rumors appeared. $ALLK" [X Link](https://x.com/Dogtor01416800/status/1789205508903350636) 2024-05-11T08:06Z [---] followers, [---] engagements "(1) $NVAX and $EBS - both stocks were saturated with negativity and a sense of hopelessness so a real chance to avoid bankruptcy for each of them became an excuse to turn into multi-day runners 🏃♀ showing a three-digit percentage increase on the news BREAKING 🚨: Short Sellers Short Sellers in Novavax sustained estimated losses of $255 million on Friday after $NVAX soared by 99% the stock's largest gain in history https://t.co/J3daCNZ40w BREAKING 🚨: Short Sellers Short Sellers in Novavax sustained estimated losses of $255 million on Friday after $NVAX soared by 99% the stock's largest gain" [X Link](https://x.com/Dogtor01416800/status/1790215403203068336) 2024-05-14T02:59Z [---] followers, [---] engagements "(2) (partnership with $SNY and going into profit respectively). In addition $NVAX was heavily shorted - so squeeze happened here. 🍋 By the way after yesterday's rally in $GME and $AMC you can follow the securities with a high share of short" [X Link](https://x.com/Dogtor01416800/status/1790215903529029830) 2024-05-14T03:01Z [---] followers, [---] engagements "(3) [--] $NUVB - p.2 efficiency and safety of taletrectinib in advanced ROS1+ NSCLC 🫒 [--] $ALXO - overhyped ticker. Evorpaceprt +enfortumab vedotin for urothelial carcinoma. P.1 data still important 🫒 [--] $MRUS - p.2 data of MCLA-158 with Pembro as 1L treatment of HNSCC $XBI" [X Link](https://x.com/Dogtor01416800/status/1791792726452871580) 2024-05-18T11:27Z [---] followers, [---] engagements "(4) [--] $IOVA - most loved mid cap in twitter will eventually present an updated results from IOV-COM-202 1a trial. Autologus TIL therapy in combo with Pembro for ptnts with immune checkpoint inhibitor-naive unresectable or metstatic melanoma. Huge market buyout dreams 😁" [X Link](https://x.com/Dogtor01416800/status/1791793835992908201) 2024-05-18T11:31Z [---] followers, [---] engagements "(6) Let's us now move to the small caps (again - only the most important readouts💎): [--] $PPBT - p.2 CM24 and OPDIVO (nivolumab) 2L metastatic pancreatic cancer (PDAC) 🫒 [--] $CADL - $300M mcap but still small😁. P.2 topline combo data in NSCLC $XBI" [X Link](https://x.com/Dogtor01416800/status/1791795613958639974) 2024-05-18T11:38Z [---] followers, [---] engagements "(7) [--] $AGEN - p.1 data of Botensilimab plus balstilimab Relapsed/refractory microsatellite stable colorectal cancer with no active liver metastases. 🫒 [--] $CRBU - pivotal moment on the graph. CB010 and CB012 p.1 data. Important catalyst assuming narrow pipeline 🧬 $XBI" [X Link](https://x.com/Dogtor01416800/status/1791796891732287949) 2024-05-18T11:44Z [---] followers, [---] engagements "Well as $LLY acquied $PNT $BMS 💰 $RYZB $AZN baught $FUSN $ATNM $CLRB $CATX $MOLN and many other radiopharma ☢ small caps are seeting on the sidelines. Cantor do believe that radioligand therapies will continue to be on fire and M&A activity will remain elevated. $XBI Yes momentum in radiopharma ☢ is getting traction literally each following week as it was for NASH / Obesity.🔥 Below is the summary of latest deals in this space 🔎 If you are interested I can unpack sector in a series of twitts and share one solid nanocap idea 🫡 $XBI https://t.co/LFoFz4vnSJ Yes momentum in radiopharma ☢ is" [X Link](https://x.com/Dogtor01416800/status/1792709911182459019) 2024-05-21T00:12Z [----] followers, [----] engagements "BANG💣 Another takeover in radiopharma space😍 $LLY inks radiopharma deal worth $1.1B with private company Aktis If you want to know ONE still undervalued radiopharma stock (nanocap catalyst in June) please follow my thread on this topic🤝 $CATX $MOLN $ATNM $LNTH $PSTV Well as $LLY acquied $PNT $BMS 💰 $RYZB $AZN baught $FUSN $ATNM $CLRB $CATX $MOLN and many other radiopharma ☢ small caps are seeting on the sidelines. Cantor do believe that radioligand therapies will continue to be on fire and M&A activity will remain elevated. $XBI https://t.co/JXUmvnS7nK Well as $LLY acquied $PNT $BMS 💰" [X Link](https://x.com/Dogtor01416800/status/1792912963810075035) 2024-05-21T13:38Z [---] followers, [----] engagements "$IFRX Does any one still have any doubts vilobelimab 💉 will be shortly approved in Europe to treat COVID patients after todays results❓ $XBI InflaRx Presents New Analysis of PANAMO Phase III Trial in Severe COVID-19 at ATS [----] Showing Potential Synergy With Vilobelimab When Used in Combination with Other Immunomodulators $IFRX https://t.co/cvXr7GdvWM InflaRx Presents New Analysis of PANAMO Phase III Trial in Severe COVID-19 at ATS [----] Showing Potential Synergy With Vilobelimab When Used in Combination with Other Immunomodulators $IFRX https://t.co/cvXr7GdvWM" [X Link](https://x.com/Dogtor01416800/status/1793086442950029465) 2024-05-22T01:08Z [---] followers, [---] engagements "$NVDA just went bust😲 Oh wait its Navidea - another shitty biotech.🏚 $XBI was in a free fall yesterday but remember as you are long - it cant go lower than [--] Happy Friday guys Heres a look at Nvidias incredible quarterly revenue growth and gross margin expansion driven by the companys dominance in GPUs and AI accelerators. $NVDA https://t.co/FAu9rICAfH Heres a look at Nvidias incredible quarterly revenue growth and gross margin expansion driven by the companys dominance in GPUs and AI accelerators. $NVDA https://t.co/FAu9rICAfH" [X Link](https://x.com/Dogtor01416800/status/1793868001059787140) 2024-05-24T04:53Z [---] followers, [---] engagements "For those who are curious why $VSTM is down 60% on premarket being 50% yesterday afterhours despite positive RAMP [---] data (High ORR)❓ Today Company announce that they will submit BLA for combo treatment only for a mutant subgroup which significantly reduces the TAM 👀 $XBI what new happened to $VSTM after 7am today Something wrong w/ this PR https://t.co/3J2mjCuAUn what new happened to $VSTM after 7am today Something wrong w/ this PR https://t.co/3J2mjCuAUn" [X Link](https://x.com/Dogtor01416800/status/1793983764386939192) 2024-05-24T12:33Z [---] followers, [----] engagements "(1) Let's focu today on $MNPR positioning prior to June-10 catalyst.🧪 During the Q1 ER mngmnt "has made the strategic decision to focus its resources on the assets it has been building up in the radiopharma☢ space. As such the Co is winding down its non-radiopharma programs". Here we go: $MNPR: ☢$10M MCap ☢Last ER mngmnt reoriented the Co exclusively to radiopharma ☢Feb +350% on study approval Apr +40% on study launch 10th June🗓 - data readout ☢ MNPR-101 demonstrated high specific and durable tumor uptake (👇) ☢Early stage = Low bar $XBI https://t.co/LuBcVTiwCX Here we go: $MNPR: ☢$10M MCap" [X Link](https://x.com/Dogtor01416800/status/1795363783411736794) 2024-05-28T07:57Z [---] followers, [---] engagements "(2)What I really do like in $MNPR' approach to radiopharma apart that it's an early days (read as "low expectations"😅) is that they choose the proven target🎯(like $YMAB $ATNM and $AZN) and hedjing treatment study (preclinical) with an imaging trial. Strategically smart❗" [X Link](https://x.com/Dogtor01416800/status/1795364098412302672) 2024-05-28T07:58Z [---] followers, [---] engagements "$KRON $45M MCap $172M Cash ($79M) MCap CEO buying like mad. If/then it rebound - will be huge. However no optimism at all considering current clinical develoopment. Congrats Norbert now $kron is the most discounted biotech vs cash out there lol. Great job in destroying shareholder value Congrats Norbert now $kron is the most discounted biotech vs cash out there lol. Great job in destroying shareholder value" [X Link](https://x.com/Dogtor01416800/status/1795757199555444873) 2024-05-29T10:00Z [---] followers, [---] engagements "$MNPR Share price rejected Friday's news on CFO Succession👨💻 which is a nice sign prior to the 10th June🗓 - data readout☢ All radiopharma space is on fire this year: ☢ $XBI $CLRB $ATNM $PSTV $CATX $LNTH $PNT Here we go: $MNPR: ☢$10M MCap ☢Last ER mngmnt reoriented the Co exclusively to radiopharma ☢Feb +350% on study approval Apr +40% on study launch 10th June🗓 - data readout ☢ MNPR-101 demonstrated high specific and durable tumor uptake (👇) ☢Early stage = Low bar $XBI https://t.co/LuBcVTiwCX Here we go: $MNPR: ☢$10M MCap ☢Last ER mngmnt reoriented the Co exclusively to radiopharma ☢Feb" [X Link](https://x.com/Dogtor01416800/status/1795820735946195397) 2024-05-29T14:13Z [---] followers, [----] engagements "Basically all you need to know about assessing yesterday's $SMMT data in a few slides. $MRK $XBI $SMMT $MRK Merck's Keytruda rolled to $25 billion in sales in [----] which likely made it the world's top-selling drug in [----]. $SMMT $MRK Merck's Keytruda rolled to $25 billion in sales in [----] which likely made it the world's top-selling drug in 2023" [X Link](https://x.com/Dogtor01416800/status/1796412988565696830) 2024-05-31T05:26Z [---] followers, [---] engagements "$SMMT Obviously great cancer data but $XBI $MRK Basically all you need to know about assessing yesterday's $SMMT data in a few slides. $MRK $XBI https://t.co/OVvtq3wjlb Basically all you need to know about assessing yesterday's $SMMT data in a few slides. $MRK $XBI https://t.co/OVvtq3wjlb" [X Link](https://x.com/Dogtor01416800/status/1796509331632079272) 2024-05-31T11:49Z [---] followers, [----] engagements "Based on market expectations (on the graph below🚀) and according to the Q2 ER dropped precisely before the 100% rally - $NVCR tomorrow will receive an incoming call 📲 from the Bogdanoff brothers 🧍♂🧍♂ $XBI $NVCR will present final Phase [--] METIS trial data at the [----] #ASCO24 on June [--]. The trial shows TTFields therapy significantly improves time to intracranial progression in NSCLC patients with brain metastases. #Oncology See more: https://t.co/AuJMPy8pOc $NVCR will present final Phase [--] METIS trial data at the [----] #ASCO24 on June [--]. The trial shows TTFields therapy significantly" [X Link](https://x.com/Dogtor01416800/status/1797245487411818994) 2024-06-02T12:34Z [---] followers, [---] engagements "US government interest costs have surpassed defence and Medicare spending as we continue on a higher for longer interest rate trajectory. Source: Evans (May 2024) Hey US Governement👩⚖please lend more to bioturds🏚 as you happy to afford it.😜 $XBI $SPY $NASDAQ" [X Link](https://x.com/Dogtor01416800/status/1797536396657504423) 2024-06-03T07:50Z [---] followers, [---] engagements "It's no secret that generative #AI uses a lot of power. While a typical Google search consumes 0.3Wh of electricity an AI-powered #CHATGPT consumes 3-4Wh. ⚡ Poor polar bears🐻❄ $MSFT $NVDA $CRWD $GOOGL $QCOM" [X Link](https://x.com/Dogtor01416800/status/1797538946882359562) 2024-06-03T08:00Z [---] followers, [---] engagements "$CRBU being a poster child of gene🧬 editing and allo CAR-T back in [----] now trading at 1/10th of it's "helicopter money era" valuation with a MCap of $195M and ($70)M EV.😲 However It's backed by $PFE for 💉CB-011 and early CB-010 data competes with $GILD' blockbaster drug💉 1/@CaribouBio has presented clinical data from its ongoing CB-010 ANTLER Phase [--] trial that indicates $CRBU CB-010s potential to rival approved autologous CAR-T cell therapy - Yescarta for second line LBCL Cancer patients by refocusing its strategy on HLA matching. $XBI #ASCO24 https://t.co/s75SjPUndF 1/@CaribouBio has" [X Link](https://x.com/Dogtor01416800/status/1798221159739387917) 2024-06-05T05:11Z [---] followers, [---] engagements "$ATNM presents stellar AML data for its Actinium ☢ candidate. This latest development further validate radiotherapeutic approach in oncology and luckily $MNPR has also acknowledged it 🙏 $CLRB $RYZB $PSTV $XBI Actinium Presents First Ever Data Demonstrating Actimab-A in Combination with Leading Menin Inhibitors Leads to Anti-Tumor Control and Potent Leukemic Cell Killing in Preclinical Acute Myeloid Leukemia Models at the [----] EHA Congress $ATNM https://t.co/G7LY1WatJt Actinium Presents First Ever Data Demonstrating Actimab-A in Combination with Leading Menin Inhibitors Leads to Anti-Tumor" [X Link](https://x.com/Dogtor01416800/status/1802689449089700287) 2024-06-17T13:07Z [----] followers, [----] engagements "If you are an early investor in $DMTK or other promising healthcare startup 😅 within Series A round then on $60M invested per transaction you expect about $100M return. Before it was mostly backed by successful exits. 🏦 Now the whole $XBI falling in a viscous cycle 😕" [X Link](https://x.com/Dogtor01416800/status/1803284192660537746) 2024-06-19T04:30Z [---] followers, [---] engagements "I reckon these are events of the same scale for humanity 🌍 Glory to $GILD $XBI" [X Link](https://x.com/Dogtor01416800/status/1803979503049527605) 2024-06-21T02:33Z [---] followers, [---] engagements "$ALT Decent weight loss results assuming its oral and 21.9% of weight loss attributable to lean mass and 78.1% attributable to fat compared to 40/60 for Ozempic by $NVO. Might be a good hedge for big funds not only betting on subcutaneous regimen of obesity drugs💯 $XBI $ALT - Altimmune Presents Data from Phase [--] MOMENTUM Trial of Pemvidutide in Obesity during Oral Presentation at the American Diabetes Associations 84th Scientific SessionsFull analysis of body composition data showed class-leading lean mass preservation with 21.9% of weight $ALT - Altimmune Presents Data from Phase [--] MOMENTUM" [X Link](https://x.com/Dogtor01416800/status/1805190186038366513) 2024-06-24T10:44Z [---] followers, [---] engagements "$IFRX Here we go🚀 $XBI Basically all you need to know about $IFRX key asset INF-904 in just [--] slides🫒 $XBI https://t.co/HXnG8x0v7E Basically all you need to know about $IFRX key asset INF-904 in just [--] slides🫒 $XBI https://t.co/HXnG8x0v7E" [X Link](https://x.com/Dogtor01416800/status/1805212080708198486) 2024-06-24T12:11Z [---] followers, [---] engagements "Over the last [--] years $XBI is flat while $SPY and $DRG have X2😧 However it can be a nice catch up play: [--] The last [--] years sector outperformed the broad market [--] [---] new drug approvals $400B worth of M&A during last 5yrs [--] $LLY alone costs more than $XBI ➡ rotation" [X Link](https://x.com/Dogtor01416800/status/1805500361022881793) 2024-06-25T07:16Z [---] followers, [---] engagements "Lets have a quick look at $ALLK yesterdays early CSU Ph.1 data and compare it with prespecified endpoints (NCT06072157 )🔍 ✅Primary - hit. No safety issues. ✅Secondary - hit. High dose-dependent serum concentration and receptor/skin occupancy. Great data as expected🔥 - $ALLK - Allakos Announces Positive Results from its Ongoing Phase [--] Trial of AK006 in Healthy Volunteers with AK006 Demonstrating High Receptor Occupancy on Mast Cells and a Favorable Safety Profile - https://t.co/6whdZwWlXX - $ALLK - Allakos Announces Positive Results from its Ongoing Phase [--] Trial of AK006 in Healthy" [X Link](https://x.com/Dogtor01416800/status/1805862280183398481) 2024-06-26T07:14Z [---] followers, [---] engagements "Quck memory/knowledge check for my subscribers - do you remember what triggered that move in $BNGO $A and $PACB 🧬in late [----] and can it happen again❓ $XBI 🎯" [X Link](https://x.com/Dogtor01416800/status/1806679998767747516) 2024-06-28T13:24Z [---] followers, [----] engagements "Well trully $CRBU at current valuation($148M) looks quite attractive even after a CB-020 pausing and ANTLER setback: 🟢 $PFE bought $25M worth of CRBU at $5.33p.s. 🟢 $372M in cash and cash equivalents with FY25 runway 🟢 Rachel Haurwitz worked with Doudna and cofounded $NTLA 🧬 @CaribouBio @pfizer 17/Although $CRBU has somewhat lost favour with the financial markets lately IMO @CaribouBio still has strong foundations - an advanced pipeline - including the recent CB-010 Lupus expansion strong collaboration with $PFE regarding CB-011 & a strong cash position of $346M. $XBI" [X Link](https://x.com/Dogtor01416800/status/1807734944812110214) 2024-07-01T11:16Z [---] followers, [----] engagements "@BowTiedBiotech What's your thoughts on $OMGA epigenetic approach to treat obesity which is btw backed by $NVO" [X Link](https://x.com/Dogtor01416800/status/1807758170145882241) 2024-07-01T12:48Z [---] followers, [---] engagements "Another deal in radiopharma ☢ space: ✅$LLY Lilly Gains Exclusive Right To Acquire Radionetics For $1B $CLRB $MNPR $CATX $PNT $ATNM Radionetics Oncology Enters Into Strategic Agreement With Lilly https://t.co/4KOG3bwoos https://t.co/Qv681NZQOz Radionetics Oncology Enters Into Strategic Agreement With Lilly https://t.co/4KOG3bwoos https://t.co/Qv681NZQOz" [X Link](https://x.com/Dogtor01416800/status/1807778843500970394) 2024-07-01T14:10Z [---] followers, [----] engagements "How this news can be traded❓ Short🐻 $RMD $SRRK $PLNT $PTON and $ALT Long 🐂 $INMD and $ZBH benefiting from the "Ozempic face" 🎭 Ideas $LLY $NVO President Biden: Novo Nordisk Eli Lilly must stop ripping off Americans with high drug prices https://t.co/DTpJpHf1gl $LLY $NVO President Biden: Novo Nordisk Eli Lilly must stop ripping off Americans with high drug prices https://t.co/DTpJpHf1gl" [X Link](https://x.com/Dogtor01416800/status/1808117593947230595) 2024-07-02T12:36Z [---] followers, [---] engagements "$CRBU is the cheapest (and the most negative EV🤪) hyped genomic stock in the US market. At least for now😅 $CRSP $NTLA $BEAM $DNA $SANA $TWST $VERV $EDIT $FATE $XBI Well trully $CRBU at current valuation($148M) looks quite attractive even after a CB-020 pausing and ANTLER setback: 🟢 $PFE bought $25M worth of CRBU at $5.33p.s. 🟢 $372M in cash and cash equivalents with FY25 runway 🟢 Rachel Haurwitz worked with Doudna and cofounded $NTLA 🧬 https://t.co/OEynINYRJh Well trully $CRBU at current valuation($148M) looks quite attractive even after a CB-020 pausing and ANTLER setback: 🟢 $PFE" [X Link](https://x.com/Dogtor01416800/status/1808762417486442928) 2024-07-04T07:19Z [---] followers, [----] engagements "Radiopharma ☢ 🔥 $CLRB $MNPR $CATX $PNT $ATNM" [X Link](https://x.com/Dogtor01416800/status/1810295971546628437) 2024-07-08T12:52Z [---] followers, [----] engagements "Interestingly enough $TEM ($6B MCAP) a "leader in artificial intelligence and precision medicine" excersized a few days ago all it's warrants on $PSNL 🧬 with $2 cost base 🟢Cash $95M cash until [----] 🟢Partnership with $MRNA (cancer vaccine) 🟢ash burn reduction initiatives" [X Link](https://x.com/Dogtor01416800/status/1810663466686120385) 2024-07-09T13:13Z [---] followers, [----] engagements "Ok fellas as rotation from $QQQ to $IWM was significant the last week the historical spread between $XBI and $SPY are going to narrow 🥹 At least we want to believe in such development 😅" [X Link](https://x.com/Dogtor01416800/status/1812805424313507900) 2024-07-15T11:04Z [---] followers, [---] engagements "@JJJHOLDING Yo have you seen the $AVIR s cash position and the last acquisition proposal which they rejected" [X Link](https://x.com/Dogtor01416800/status/1812986690287595649) 2024-07-15T23:04Z [---] followers, [--] engagements "If you a willing to track the complete list (feel free to add👇) of gen. 🧬testers happy to share it below. It can be clearly seen how this subsector (praised during the helicopter money covid era) deeply depressed excluding few quality names: $CDNA $VCYT $NTRA $GH. $XBI From my observable universe 💫 of [---] small micro and even nanocaps in Healthcare 🏥 the most prominent winners yesterday were genetic 🧬names such as: 🤖 $PACB $PSNL $TXG - sequencing ( $BNGO is lagging) 🐣 $CRBU $ALLO $IPSC - allogenic gen. engin. cell therapies $XBI https://t.co/IR8EfSQudv From my observable universe 💫 of" [X Link](https://x.com/Dogtor01416800/status/1813518566005911809) 2024-07-17T10:18Z [---] followers, [---] engagements "$PSNL since my initial tweet is doin' really great 🚀 Well the investment thesis here still remains unchanged🧐 Needles to say strength in other #NGS / Liquid Biopsy names such as $GH $CDNA $FLGT and especially $GRAL act as a powerfull tailwind for this swing trade⛵ $XBI Interestingly enough $TEM ($6B MCAP) a "leader in artificial intelligence and precision medicine" excersized a few days ago all it's warrants on $PSNL 🧬 with $2 cost base 🟢Cash $95M cash until [----] 🟢Partnership with $MRNA (cancer vaccine) 🟢ash burn reduction initiatives https://t.co/s7LWPmhqQ0 Interestingly enough $TEM" [X Link](https://x.com/Dogtor01416800/status/1813894131481235854) 2024-07-18T11:10Z [---] followers, [---] engagements "$BYND next week Regards the pharma trade 💊 - AMR is an alarming concern and we are (as a humanity) are basically cooked🦠 However shitcos like $ACXP $PHGE. $PRTK and $NBRV are out of business so you can see the trend as big pharma has no interest in that field😟 $XBI LISTERIA OUTBREAK: [--] people are sick with [--] deaths in [--] states. Do not eat meats you get sliced at any deli counter unless it is reheated to an internal temperature of 165F or until steaming hot. Read more: https://t.co/Tm4qEtusWg https://t.co/4bMZg2wlap LISTERIA OUTBREAK: [--] people are sick with [--] deaths in [--] states. Do not" [X Link](https://x.com/Dogtor01416800/status/1814671255074976087) 2024-07-20T14:38Z [----] followers, [---] engagements "X is a gene 🧬 therapy candidate developed by company Y that encodes the COL3A1 to stimulate fibroblasts for collagen production. 🧖🏻♀ TAM is $26B and the early results of this gene therapy is really impressive 💯 Name the company Y and its p.1/2 candidate X 💉 💉💉 $XBI" [X Link](https://x.com/Dogtor01416800/status/1815216036490432759) 2024-07-22T02:43Z [---] followers, [---] engagements "Friday' news by CDC🏦 on the Listeria🪲 outbreak from deli meat creates a perfect storm for $BYND 🥬: 🥩Heavily shorted (40%) 60M float 🥩Debt restructuring rumors (rate cut as a tailwind) reminds on $CVNA May-23 pattern (57% was shorted) 🥩Already squeezed on $GME 05.14" [X Link](https://x.com/Dogtor01416800/status/1815416519016251626) 2024-07-22T16:00Z [---] followers, [---] engagements "$SAVA is ripping today driven primarily by community interest 🫣 Obviously both $SAVA (fraud) and $BYND (failed business model) are shitty businesses but we are not talking about investments here💯 After $AMC popped on debt restructuring - all eyes are on $BYND now👀 Shorts have borrowed ALL available shares of $sava as of Friday with [-----] million borrowed. This is 40% of outstanding shares 😳. Interactive Brokers have zero shares available this morning and borrow rates are skyrocketing to over 60%. A 5% chance of success for phase [--] https://t.co/Y9BMIeSj2J Shorts have borrowed ALL available" [X Link](https://x.com/Dogtor01416800/status/1815533141144268926) 2024-07-22T23:43Z [---] followers, [----] engagements "$CLRB Long term investments be like: 🐏😄 $CATX $HOLX $MNPR $PRLD" [X Link](https://x.com/Dogtor01416800/status/1815710511033663995) 2024-07-23T11:28Z [---] followers, [----] engagements "In less than a week the largest dementia science event AACI will kick off in Chicago 👵🏻 Catalysts to watch👀: 🫂 $NKGN - SNK01 biomarker data for AD 🫂 $ACIU - ACI24 AD 🫂 $VIGL - VG3927 healthy volunteers 🫂 $ABOS - ACU193 AD 🫂 $CGTX - CT1812 top line AD $PRTA $SAVA $ANVS" [X Link](https://x.com/Dogtor01416800/status/1815879969693917531) 2024-07-23T22:41Z [---] followers, [----] engagements "$PSNL is really strong before upcoming ER (07.08) - fair enough to anticipate some earnings surprice or restructuring news under $TEM 's influence.🔥 What other gen. sequencing stocks are you tracking closely❓ $XBI $GRAL $ILMN $BNGO $PACB $TXG Interestingly enough $TEM ($6B MCAP) a "leader in artificial intelligence and precision medicine" excersized a few days ago all it's warrants on $PSNL 🧬 with $2 cost base 🟢Cash $95M cash until [----] 🟢Partnership with $MRNA (cancer vaccine) 🟢ash burn reduction initiatives https://t.co/s7LWPmhqQ0 Interestingly enough $TEM ($6B MCAP) a "leader in" [X Link](https://x.com/Dogtor01416800/status/1816473562154471700) 2024-07-25T14:00Z [---] followers, [----] engagements "A nice BK (almosed priced in) play which is not yet covered by @Lord_of_Biotech - shitco🏚 $GLYC who tried to juggle with carbonhydrates 🍭 for the last [--] years with no material success 🤡: 🟢$31M Cash $15M Mcap 🟢On Thu. after the hit shifted to anabiosis mode with 80% RIF Added two more plays on my BK watchlist today: $NCNC - Cheap SPAC penny that just announced DELISTING 7/30 but has filed an APPEAL $GLYC - Announced a RESTRUCTURING PLAN involving an -80% WORKFORCE REDUCTION Both plays will be on potential BOUNCE WATCH in the coming weeks 🏀🚀 https://t.co/jxL3dJd5mE Added two more plays" [X Link](https://x.com/Dogtor01416800/status/1817580774390104386) 2024-07-28T15:20Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Dogtor01416800 Dogtor
Dogtor posts on X about $xbi, stocks, nasdaq, elon musk the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -36%
- [--] Month [------] +90%
- [--] Months [-------] +99%
- [--] Year [---------] +31%
Mentions: [--] #
- [--] Month [--] -95%
- [--] Months [-----] +297%
- [--] Year [-----] +346%
Followers: [-----] #
- [--] Week [-----] -0.33%
- [--] Month [-----] +0.71%
- [--] Months [-----] +51%
- [--] Year [-----] +127%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks cryptocurrencies technology brands countries celebrities exchanges currencies social networks automotive brands
Social topic influence $xbi, stocks, nasdaq, elon musk, $lly, market cap, money, $pfe, $mrna, $nvo
Top accounts mentioned or mentioned by @elonmusk @libsoftiktok @newsmax @gunthereagleman @martinshkreli @rpsagainsttrump @osint613 @askedgario @visegrad24 @polymarket @deitaone @govpressoffice @billackman @wsj @charliekirk11 @derrickevans4wv @wallstreetmav @kobeissiletter @realjameswoods @fbi
Top assets mentioned Eli Lilly and Company (LLY) Pfizer, Inc. (PFE) Moderna Inc (MRNA) Novo-Nordisk (NVO) Vixco (VIX) SBET (SBET) SPDR S&P [---] ETF Trust (SPY) RayzeBio, Inc. (RYZB) Bitcoin (BTC) NVIDIA Corp. (NVDA) pNetwork (PNT) Fusion Pharmaceuticals Inc. (FUSN) Merck & Co., Inc. (MRK) Tesla, Inc. (TSLA) DeFi Development Corp. (DFDV) Amgen, Inc. (AMGN) Viking Therapeutics, Inc (VKTX) Prothena Corporation plc Ordinary Shares (PRTA) Lantheus Holdings, Inc (LNTH) AbbVie Inc (ABBV) Ethereum (ETH) Rigetti Computing, Inc. Common Stock (RGTI) LYRA (LYRA) AstraZeneca PLC (AZN) IonQ, Inc. (IONQ) Sarepta Therapeutics, Inc. (SRPT) Summit Therapeutics Inc. Common Stock (SMMT) Intellia Therapeutics, Inc (NTLA) Solana (SOL) Innovative Eyewear, Inc. (LUCY) Treasure Global Inc (TGL) Bristol-Myers Squibb Co (BMY) Scholar Rock Holding Corporation Common Stock (SRRK) BEAM (BEAM) Liquity BOLD (BOLD)
Top Social Posts
Top posts by engagements in the last [--] hours
"$DMTK Sonoras lab director (affiliated to the $DGX diagnostic giant) calls DMT test a game-changer and highlights that it already covered by all major players in Arizona. One more step to mass-adoption. Once again $DMTK is the nowadays $EXAS proxy. Read my previous tweets"
X Link 2023-01-18T14:15Z [---] followers, [----] engagements
"🧬 Did not provide financial guidance due to uncertainty with potential future insurance deals and its effect on the bottom line 🧬Total FY2022 REV up 23% to $14.5M 🧬4110 dermatologist prescribes on average [---] DMT each per QTR. 4/7"
X Link 2023-03-03T10:14Z [---] followers, [---] engagements
"🧬18 months cash runaway until Q3 2024👌 🧬Will deploy ATM if we will behave badly be patient 🧬Solid partnership with $DGX in Arizona in process of electronic documentation integration 🧬TRI-Care is the biggest revenue contributor so far 5/7"
X Link 2023-03-03T10:17Z [---] followers, [---] engagements
"(1/2)Hello dear @Maximus_Holla and @AmandaCStocks please verify my trading idea on $NVTA 💡: 1) All-time-low😝 2) Insane Short Float (already squeezed🔥Aug-22) 3) Closely deals with AI 🤖 (reference to $SDGR $RXRX and $NVDA) 4) Yafei Wen under which management stock price"
X Link 2023-05-30T07:05Z [---] followers, [--] engagements
"9/10 .market and the precedent for the accumulation of stocks of drugs such as Tamiflu etc. In other words if COVID looms in the news headlines again you know where to run to a speculative long because besides $MRNA such half-dead bioscums as Atea will also appreciate"
X Link 2023-07-12T09:36Z [---] followers, [--] engagements
"6/10 $BNGO also offers diagnostic services to physicians specializing in medical management for individuals with genetic conditions primarily pediatric neurodevelopment disorders including even autism spectrum disorders"
X Link 2023-07-13T12:18Z [---] followers, [---] engagements
"7/10 Moreover BNGO has established relationships with key opinion leaders in genomics research and in clinical applications including leading academic and government institutions such as $DGX $LH Md Anderson and Harvard Medical School"
X Link 2023-07-13T12:19Z [---] followers, [---] engagements
"9/10 On the flip side BNGO announced a broad-based cost reduction to total $20M over the next [--] quarters including a RIF. Bionano is also approved for a reverse stock split ranging from 1-for-5 to up to 1-for-10 and market is waiting for it's desperate move"
X Link 2023-07-13T12:22Z [---] followers, [---] engagements
"10/10 From my perspective $BNGO's technology can fairly compete with $PACB Nanopore or even $ILMN devices but now the small company has the toughest time in its history which is depicted by the price chart above. 🍒Subscribe🍒"
X Link 2023-07-13T12:26Z [---] followers, [---] engagements
"$EBS congrats for todays approval and by the way will you be able to help $PFE PLEASE 😜"
X Link 2023-07-21T08:05Z [---] followers, [--] engagements
"@StuckInStock Hey @StuckInStock are you still bullish on $LYRA Or their competitor $OPTN might be a smarter choice"
X Link 2023-07-21T12:03Z [---] followers, [--] engagements
"1/10 Hey Fellas here is my brief thoughts regards $SAGE upcoming PDUFA date ( 5th of August) as its stocks were heavily sold recently due to $BIIB CEOs poor comments on Zuranolone's potential approval"
X Link 2023-07-27T09:46Z [---] followers, [--] engagements
"1/6 G'day guys Today we'll explore the perspectives of Omeros Corporation $OMER prior to the upcoming catalyst - Ph.3 Narsoplimab IgAN readout at 3Q23 💊"
X Link 2023-08-04T11:31Z [----] followers, [---] engagements
"1/6 Time to bring some light on the overlooked obesity player shadowed by such giants as $LLY or $NVO. His name is $TERN Terns Pharmaceuticals and here is my thoughts on that volatile small-cap:"
X Link 2023-08-10T01:48Z [---] followers, [---] engagements
"2/6 $TERN has recently reported that TERN-501 in the NASH DUET trial met its primary endpoint with a statistically significant reduction in MRI-PDFF liver fat content at [--] weeks. I think this is a strong data update showing clear improvements on potency VS"
X Link 2023-08-10T01:51Z [---] followers, [---] engagements
"6/6 Many analysts think tolerability is a key positive for [--] with rates of reported GI AEs similar across dose arms and placebo and no drug-related cardiovascular AEs. Management noted DUET study shows proof of principle that TERN-501 is combinable with no dose adjustments"
X Link 2023-08-10T02:09Z [---] followers, [---] engagements
"7/6 .or unexpected safety findings when FXR agonist [---] added. The obility for co-formulation is a key positive for [---] (remarkably also $TERN has an oral GLP-1 molecule [---] and preclinical data showing additive effects when [---] added to it)"
X Link 2023-08-10T02:16Z [---] followers, [---] engagements
"8/6 Just a reminder that $TERN with $340M mcap VS cash on hands of $285 and multiple clinical stage programs looks relatively attractive at current price particullary after yesterday's pullback post ADA which is doubtedly justified"
X Link 2023-08-10T02:19Z [---] followers, [---] engagements
"11/7 The P1 study will be conducted in Australia with approximately [--] healthy volunteers encompassing both SAD and MAD portions to help identify appropriate doses for the future P2 study"
X Link 2023-08-11T10:19Z [---] followers, [--] engagements
"12/7 Interesting data suggesting specific improvements in lysosomal function might be more broadly applicable across neurodegenerative diseases. $GAIN's preclinical work to date has demonstrated that structurally targeted allosteric regulators (STARs) can improve lysosomal"
X Link 2023-08-11T10:20Z [---] followers, [--] engagements
"6/15 The first-in-human data from $GANX has the potential to de-risk the entire pipeline as correction of a lysosomal enzyme in a patient deficient for that same enzyme is essentially replacement therapy. The enzyme correction field has a handful of "one-off" successes including"
X Link 2023-08-11T10:31Z [---] followers, [--] engagements
"7/15 the CFTR efforts of $VRTX and a lysosomal chaperone from $FOLD. $GANX's approach is broader and involves a computational platform designed to generate enzyme corrector molecules termed STARs. The basic approach involves finding allosteric site binders that hold a mutated"
X Link 2023-08-11T10:31Z [---] followers, [---] engagements
"2/7 More specifically with COVID market has currently approved anti-virals (namely $PFE Paxlovid and to a lesser extent $MRK Lagevrio) continuing to dominate a shrinking market opportunity as severe COVID case rates dwindle"
X Link 2023-08-14T12:02Z [---] followers, [--] engagements
"(1) Morning☀ Monte Rosa Therapeutics with an unmatching ticker symbol $GLUE is going to present its Ph 1/2 initial data for MRT-2359 in MYC-driven solid tumors by year-end. Considering it's the only clinical candidate for $GLUE - readout will have a significant effect on sp"
X Link 2023-10-17T06:55Z [---] followers, [---] engagements
"(10) .cell lines. Additionally prostate cancer where both $GLUE own research and literature suggest that approximately 60% of patients could be C-Myc positive as well as gastric cancer could also be interesting opportunities according to mgmt"
X Link 2023-10-17T07:12Z [---] followers, [---] engagements
"(11) Recall the now discontinued CC-90009 from $BMY showed 51% G3/4 AEs in Ph1 AML study. CC-90009 has a lower CRBN binding affinity than $GLUE and requires IV delivery. Another oral compound BTX-1188 from BiotheryX that was in Ph [--] study has recently been terminated as well😢"
X Link 2023-10-17T07:14Z [---] followers, [---] engagements
"$GLUE's Mgmt believes MRT-2359 has a superior profile. The selectivity that MRT-2359 has demonstrated against MYC-driven cells (preclinical data presented at AACR showed selective killing of MYC-driven tumor cells but not non-MYC-driven cells)"
X Link 2023-10-17T07:16Z [---] followers, [---] engagements
"(1) According to the New York Times only in July doctors in the US wrote about [-----] prescriptions a week for Wegovy compared to [-----] a week for Ozempic. And now that $NVO shackles are off investors have been getting very excited over the new drug"
X Link 2023-10-18T11:50Z [---] followers, [---] engagements
"(4) But with over [---] million people globally suffering from obesity and 42.4% of Americans falling into that categorization investors are so much worried about the short-term supply problems but rather the long-term potential of this new drug category"
X Link 2023-10-18T11:52Z [---] followers, [--] engagements
"(5) Since [----] the first year of Ozempic sales $NVO shares have risen exponentially now sitting at a rough 300% gain giving the company a $450B market cap. This is now giving Novo Nordisk the title of the second-largest company in Europe behind $LVMHF"
X Link 2023-10-18T11:54Z [---] followers, [--] engagements
"(6)but one particular beneficiary of Nowhere Nordisks success has been Denmark itself. The company's recent success accounts for nearly all of Denmark's economic growth. The surge in overseas sales of Ozempic and Wegovy is even prompting the Danish central bank to keep interest"
X Link 2023-10-18T11:55Z [---] followers, [--] engagements
"(7) .rates lower than otherwise would. Unbelievably in recent weeks Novo Nordisk's market cap has now surged larger than the GDP of Denmark itself. And is getting so large that economists are now debating whether the country needs to publish another set of economic statistics"
X Link 2023-10-18T11:56Z [---] followers, [--] engagements
"(8)that strips out Novo Nordisk in much the same way that core inflation strips out food and energy. While Denmark is no stranger to large companies like shipping company Maersk or Lego this situation has definitely had a much larger and more sudden impact on the Danish economy"
X Link 2023-10-18T11:56Z [---] followers, [--] engagements
"(2) .was statistically insignificant with a p -value of [-----] which is more than recognized trashhold of p=0.05. Such happens when the effectiveness of a new candidate is relatively low or the number of patients in the study is insufficient (404 pts in the case of Ph.3)"
X Link 2023-10-19T05:59Z [---] followers, [--] engagements
"(3) It is important that $TVTX's Filspary has already been approved for this indication on February [--] but this "accelerated approval" is significantly different from the regular one as can be seen by the market's evaluation. #biotech"
X Link 2023-10-19T06:01Z [---] followers, [--] engagements
"(1) Morning Fellas✌. Another massive catalyst is coming but this time in mid-cap space. Sarepta Therapeutics $SRPT is going to announce Duchenne muscular dystrophy Ph. [--] data for its SRP-9001-301 - (EMBARK) in the next or following month. Let's have a quick look"
X Link 2023-10-25T11:06Z [---] followers, [----] engagements
"(4) .North Star Ambulatory Assessment (NSAA) would support a non-age-restricted label regardless of ambulatory status. Management has reiterated their confidence on a positive readout given the study is powered well over 90% with several protocols in place to minimize"
X Link 2023-10-25T11:09Z [---] followers, [---] engagements
"(5) .variability across treatment arms and subgroups. $SRPT expects full approval in 1H24. Most analysts are encouraged by the early metrics of the launch and positive commentary from management on their conversations with payors and regulators"
X Link 2023-10-25T11:10Z [---] followers, [----] engagements
"(6) Additional near-term catalysts : 1) data from part B of the MOMENTUM trial evaluating SRP-5051 in DMD is expected in 2H 2) enrollment in the ph. [--] VOYAGENE trial evaluating SRP-9003 in LGMD type 2E finishes in 3Q and $SRPT expects to initiate a ph. [--] study by YE"
X Link 2023-10-25T11:12Z [---] followers, [----] engagements
"(7) Pretty sure such a catalyst with such a liquid stock (comparable to other bioturds) should be better played via options. What are your thoughts guys $SRPT $XBI #biotech"
X Link 2023-10-25T11:13Z [---] followers, [----] engagements
"(1) Morning Fellas✌ Today I'll cover the upcoming catalyst for a tiny bioturd with a controversial name for the current geopolitical environment - C4 Therapeutics💣with a fancy ticker symbol $CCCC"
X Link 2023-10-26T05:30Z [---] followers, [---] engagements
"(1) Cathie Wood's Ark Investment Management issued a hilarious article a few weeks ago underlying how cool is it to carry forward huge losses from their ETFs. Here is my observation in relates to that media strategy:"
X Link 2023-10-27T11:12Z [---] followers, [---] engagements
"(4) This article was posted at the end of September but look at how they represented their returns depicting only the most profitable period. $ARKG $ARKK $ARKW $ARKX $ARKF"
X Link 2023-10-27T11:18Z [---] followers, [--] engagements
"(5) However if we will track performance YTD by the date when the article was published (which makes sense isn't it). The picture became much more gloomy. Is it even ethical to manipulate data in that way $XBI #biotech"
X Link 2023-10-27T11:21Z [---] followers, [--] engagements
"$BMY $MRK - yeah that's massive. Who's next $NVO or $SAVA😁😁😁"
X Link 2023-10-27T11:58Z [---] followers, [---] engagements
"(4) 📕"The Biotech Trader Handbook" - Catalyst event provides unprecedented trading opportunities. In this book the author provides individuals unfamiliar with the world of small-cap biotech with a efficient approach to identify and execute trading strategies using options"
X Link 2023-11-02T08:27Z [---] followers, [--] engagements
"(5) 📘"The Antidote: Inside the World of New Pharma" The author returns to $VRTX to learn what it takes to succeed in science and business and sees that [--] years later. $VRTX is now Make better drugs faster. Create the 21st century bio-company. Become $MRK only better"
X Link 2023-11-02T08:31Z [---] followers, [--] engagements
"(6) 💊$STRO - Luvelta phase [--] data for ovarian cancer due by year-end. 💊$ORIC - ORIC-533 Ph. 1b trial enrolling. Phase 1b initial data is to be presented at ASH on December [--] [----] - Multiple myeloma"
X Link 2023-11-05T12:05Z [---] followers, [--] engagements
"(7)💊$PRTA - the most failed (from a treatment perspective) disease ever - Alzheimer's. PRX012 Top-line data expected [----]. By the way $ANVS with its for Buntanetap Parkinson's may also release data by YE - two very popular stocks since [----] bio-mania"
X Link 2023-11-05T12:16Z [---] followers, [--] engagements
"(6) 💊 $STRO - Luvelta's Ph. [--] data for ovarian cancer due by year-end. Small cap - will be massive 💊 $ORIC - ORIC-533 Ph. 1b trial initial data is to be presented at ASH on December [--] [----] - Multiple myeloma - severe disease😫"
X Link 2023-11-05T12:28Z [---] followers, [---] engagements
"(7)💊 $PRTA - the most failed (from a treatment perspective) disease ever - Alzheimer's. PRX012 Top-line data expected [----]. By the way $ANVS with its for Buntanetap Parkinson's may also release data by YE - two very popular stocks since [----] bio-mania"
X Link 2023-11-05T12:29Z [---] followers, [---] engagements
"Well here we go. $IKNA proided IK-930 data - quite a mixed result from my perspective. Premarket is struggling to assess it🙄 Orbimed sit on board and $GILD owns rougthly 6% stake in Ikena - we'll see how it goes. Your thoughts❓ (10) Relatively small company $IKNA will announce Ph.1 initial clinical data for its IK-930 in treatment of solid tumors and NSCLC by year end. High volatility guaranteed. $IMTX which jumped 17% yesterday on no news will give Ph.1 data update for several cohorts for its IMA203 (10) Relatively small company $IKNA will announce Ph.1 initial clinical data for its IK-930"
X Link 2023-11-09T13:31Z [---] followers, [----] engagements
"You will be amused to know that Martin Shkreli was on the other side of the trade against #VivekRamaswamy about six years ago and he was able to unveil the upcoming AD trial fail for Axovant $AXON $XBI #biotech"
X Link 2023-11-10T12:50Z [---] followers, [---] engagements
"(2) From the very beginning they kind of knew that their device wasn't going to work but they marched ahead anyway which I think is the part that they kind of shouldn't have done so we realized that it was a great short opportunity even from an ethical perspective"
X Link 2023-11-13T09:24Z [----] followers, [--] engagements
"(4) .very complicated as a surface area and so far you can't really replicate it because its vascularised. Technically you can't really build an organ in a box unless it really looks and feels like a functional combination of liver cells"
X Link 2023-11-13T09:24Z [---] followers, [--] engagements
"(5) The biggest hint that they had wasn't in the published literature it was actually in their own papers where they did their first study with the box and the product didn't succeed but if you looked at a subgroup of patients who had MELD score that was too high"
X Link 2023-11-13T09:25Z [---] followers, [--] engagements
"(1) $FIXX Board evaluated its company for almost nothing in dollar terms. Well who will FIX it for them❓"
X Link 2023-11-18T07:35Z [----] followers, [---] engagements
"(2) But luckily Ms. Morrison from Q32 Bio did all the math on their behalf.👿 What a joke $FIXX $XBI #biotech"
X Link 2023-11-18T07:37Z [----] followers, [---] engagements
"(2) As youve already seen $ATRA $ACRS and $IKNA all played accordingly to the list but there are definitely more to come for example - overlooked obesity 🥧 (or you can say R2D🤪) player - $GPCR Structure Therapaurics whose GSBR-1290 Ph.2a data will be released by YE"
X Link 2023-11-24T04:12Z [---] followers, [---] engagements
"(3) GSBR-1290 💊 is a highly potent orally available novel small molecule GLP-1RA. And assuming just $2B MCap of $GPCR VS monstrous $LLY and $NVO that catalyst might be especially interesting"
X Link 2023-11-24T04:14Z [---] followers, [---] engagements
"(4) Another remarkable binary event will occur within a few weeks for $LNTH and Point Biopharma $PNT for their joint candidate Lu-PNT20002 for the treatment of metastatic castration resistant prostate cancer and if it failed - $PNT will definitely crater a lot"
X Link 2023-11-24T04:19Z [---] followers, [---] engagements
"(9) Currently $PSTV evaluates Obisbemeda for the treatment of Recurrent Glioblastoma (all that thread is dedicated to Ph.2 results of ReSPECT-GBM Study NCT01906385) and for a much bigger market of Leptomeningeal Metastases (100-150k pts p.a. in the US)"
X Link 2023-11-24T10:43Z [---] followers, [---] engagements
"(10) As you are already aware Ph.2 confirmed (11.20) Ph.1 stellar results (which is quite a rare case statistically speaking) and 9/15 pts are still alive. The trial itself will be covered in the next part. Stay tuned🖖 $PSTV $XBI #biotech"
X Link 2023-11-24T10:46Z [---] followers, [---] engagements
"(2) Michael is excited about $RYZB radio candidate efficiency for the treatment of gastroenteropancreatic neuroendocrine tumors and so far the response rate is pretty impressive for such severe tumor types"
X Link 2023-11-27T10:34Z [---] followers, [--] engagements
"(3) Moreover analyst remind us about the recent acquisition of $PNT by $LLY for its remarkable radio candidate 177Lu-PNT2002 which contains radioactive Lutetium-177. (By the way $RYZB built its pipeline on Actinium-225🩻)"
X Link 2023-11-27T10:38Z [---] followers, [---] engagements
"(4) $MRK $AZN $JNJ (backed $FUSN) - all these pharma giants are extremely interested in radio pharma these days"
X Link 2023-11-27T10:42Z [---] followers, [---] engagements
"Well while "sub-pharma" companies promote psilocybin microdosing in the press $CYBN will post its 💊CYB003 MDD ph.2 data in a few days. It will be interesting to see how $ATAI will react considering its stake in $CMPS. While I reckon $MNMD will just sit on the sideline🙃"
X Link 2023-11-27T21:06Z [---] followers, [---] engagements
"While $GME $20 Call options are exploding meme mania may return to $MEME stocks but how it will affect our sector❓ From my understanding only $MJ was highly correlated with $MEME back in [----] while other most shorted stocks as $SAVA or $NVAX remained untouched"
X Link 2023-11-29T11:28Z [---] followers, [---] engagements
"Interesting fact🤔: According to Jefferies by [----] jet fuel consumption will be reduced by 2% (apart from bio-fuel transition) due to the widespread of GLP-1 agonists like #Vegowy from $NVO or #Mounjaro from $LLY ✈ Are you waiting for $ALT' P2 48-week trial results by YE 🍔"
X Link 2023-11-30T10:24Z [---] followers, [---] engagements
"Well Guys another catalyst played down from Nov [--] list (attached)📜. Nice efficiency in weight reduction by $ALT but would pts take their pills assuming such high frequensy of gastric AE assuming that Obesity market is thrilled to welcome newcomers $LLY $AZN $NVO $PFE ❓"
X Link 2023-12-01T03:05Z [---] followers, [---] engagements
"(1) Hopefully Twitter won't go bankrupt and I'll be a to continue posting about bioturds🧬. $SYRS will report initial Phase [--] SELECT AML data on tamibarotene + ven/ aza in newly-diagnosed unfit RAR+ AML patients at any moment🎩"
X Link 2023-12-04T11:58Z [---] followers, [---] engagements
"(2) . As a reminder SELECT-AML lead-in data showed the triplet achieved an impressive 83% (5/6) CR/CRi rate which exceeds the 66.4% CR/CRh rate of ven/aza in the Phase III VIALE A $ABBV trial. What's your thought on upcoming AML data❓ $XBI #biotech"
X Link 2023-12-04T12:00Z [---] followers, [---] engagements
"(1) Ok guys let's have another look at a tiny #biotech called $EQ Equillium which is trying to develop a drug -competitor for $INCY's Jakafi (ruxolitinib) with its $2.5 annual sales. Preclinical results in medical hair loss treatment (alopecia) vs stnd. of care shown below👇 New position (still in process of buying) with imminent catalysts: $EQ Market Cap: $19 million Cash: $46 million Cash burn: $2-3 million/quarter Two end of year catalysts: see below One catalyst early 2024: see below $7.5 million share buyback that company hasn't utilized. https://t.co/5QxOEemEiY New position (still in"
X Link 2023-12-08T01:01Z [---] followers, [----] engagements
"@BioTechTraderSD Thanks Brian. We'll do a quick research on your other watchlist tickers with upcoming catalysts: $CCCC $PRAX $BCAB and $NXTC. Btw what are your thoughts on $MURA"
X Link 2023-12-08T01:35Z [---] followers, [---] engagements
"Cobalt-60 is a radioactive isotope and potentially according to its label is the most dangerous thing you can hold in your hands for a while☢ But how $PSTV $PNT and $FUSN handle it $XBI #biotech"
X Link 2023-12-25T12:06Z [---] followers, [---] engagements
"@Maxiimuss_Holla Today's $RYZB / $BMY deal might be a significant tailwind for all smid cap radiopharmaceuticals like $CLRB or $FUSN"
X Link 2023-12-26T13:44Z [---] followers, [----] engagements
"Just a friendly reminder that Jacobs list of radiopharma assets in light of $RYZB s deal should be completed with another overlooked nano-cap ☢ $PSTV which Im covering for the last few months: 💭 $XBI $PNT $FUSN $CLRB $YMAB And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB https://t.co/IWorowiQ4z And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB https://t.co/IWorowiQ4z"
X Link 2023-12-26T17:00Z [---] followers, [----] engagements
"@zereshkpolo_133 Agree - they are struggling how to promote their company to a wider public. From my perspective recent GBM data is outstanding $6.4M in grants coming in [----] share repurchase program is up and running. All that at $8M market cap $PSTV just need some media attention"
X Link 2023-12-27T03:24Z [---] followers, [--] engagements
"(1) Jefferies 🏦 [----] pharma outlook: Big Picture: Across 2020-2023 oncology remains the No.1 area of interest to Pharma by deal amount with $100B of capital deployed in names incl $SGEN $IMMU and $IMGN"
X Link 2023-12-27T07:18Z [----] followers, [---] engagements
"# [--] Totally agree - radiopharma ☢ is on fire 🔥. Particularly $CLRB ahead of its JPM data (08/01) and $PSTV after recent $RYZB / $BMY deal is worth watching 👀 Stay tuned - that trend may be the next one after #obesity and #neurology William Blair's top [--] potential surprises of [----] $XBI Hope for #1 & [--] https://t.co/VfRXHf3LB9 William Blair's top [--] potential surprises of [----] $XBI Hope for #1 & [--] https://t.co/VfRXHf3LB9"
X Link 2024-01-01T08:56Z [---] followers, [----] engagements
"(1) $ADTX Am I right that in that bioturd three parallel processes are going: 👀Wainwright selling millions of new shares 👀 Smart Shorties build position 👀 BioPumpers from X calling their fellas to jump longs "into the volume spike"👿 $XBI Please help to solve 🧩"
X Link 2024-01-11T11:42Z [---] followers, [---] engagements
"Pls check ongoing mcap on investing and lagging on yahoo🐢 $ADTX $XBI"
X Link 2024-01-11T11:43Z [---] followers, [---] engagements
"(1) ☢Radiopharma outlook☢ in light of the recent $RYZB takeover by $BMY at a stunning $4.1B the temperature at tight radiopharmaceutical space became significantly higher. Let's try to dive more deeply into that small universe 💫 $XBI #biotech And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB https://t.co/IWorowiQ4z And check out this graphic on the flow of radiopharma assets (h/t Yuan Zhi @ B Riley) $PNT $LLY $NVS $TLX.AX $LNTH $ACIU $RYZB $ATNM $FUSN $YMAB https://t.co/IWorowiQ4z"
X Link 2024-01-12T12:24Z [---] followers, [---] engagements
"(2) ☢That $RYZB deal came soon after the recent acquisition of another radio-company $PNT by pharma giant $LLY. Such high-profile M&A clearly suggests radiopharma is in the shopping basket of major healthcare players. Such a takeover trend may continue in 2024"
X Link 2024-01-12T12:29Z [---] followers, [---] engagements
"(3)☢ Interestingly enough $RYZB existed as a public company for just about [--] months while $PNT traded on NASDAQ for a couple of years. Premium on $RYZB looks much more significant than in the Endocyte deal a few years ago which indicates a scarce "supply". $XBI"
X Link 2024-01-12T12:33Z [---] followers, [---] engagements
"(4) ☢As @JacobPlieth kindly mentioned in his radiopharma landscape - only [--] public and private companies (now less😄) create the whole "supply" of IP and what's more important radioactive candidates manufacturing capacity. $XBI"
X Link 2024-01-12T12:36Z [---] followers, [--] engagements
"@JacobPlieth (5) ☢So why pharma companies would pay a high price for manufacturing (as you can imagine it's a unique bottleneck) $RYZB - 63000ft GMP Facility (Ac-255 isotope) $PNT - 180000ft GMP Facility (Lu-177 and Ac-225) $FUSN - facility under construction (late stage) $XBI #biotech"
X Link 2024-01-12T12:41Z [---] followers, [---] engagements
"@JacobPlieth (6)☢However as just only about [--] companies with their own production lines better to look at lagging players who have already proven the viability of their science in randomized clinical trials. I can highlight here $PSTV after its recent recurrent impressive GBM ph.2 data"
X Link 2024-01-12T12:48Z [---] followers, [---] engagements
"@JacobPlieth (7) ☢Yes $PSTV market cap is just $9M (low float) however it's sufficiently funded and confidently progressing towards commercialization of severe brain cancer showing results superior to the current standard of care. Obviously momentum in that space keeps growing 🔥$XBI"
X Link 2024-01-12T12:51Z [---] followers, [---] engagements
"(3) mega-deals in [----] is diminished. This is attributed to concerns surrounding regulatory scrutiny from the FTC as pharmaceutical companies prioritize consolidating their acquisitions from the previous year. However most pharmaceutical companies retain substantial capacity"
X Link 2024-01-15T12:49Z [---] followers, [--] engagements
"(4) and major players like $JNJ remain open to pursuing larger deals. Here are a few quotes from key players: 💭$NVO "We can add a lot of value to our shareholders by taking assets in relatively early.""
X Link 2024-01-15T12:51Z [---] followers, [--] engagements
"(5) 💭$LLY: "We're thinking about working with early-stage biotech. We need a few big ideas: seems unlikely we're going to be able to grow rapidly by pursuing a lot of small ideas thus we need a few big ideas. big unmet needs in very large populations." $XBI"
X Link 2024-01-15T12:52Z [---] followers, [--] engagements
"(6)💭$BIIB ""We can't afford to do another Reata at least this year. We certainly have the capability of doing licensing deals." $ABBV: "We want to make sure that we close and integrate these two companies (IMGN CERE) well. We will continue to look for early-stage opportunities"
X Link 2024-01-15T12:53Z [---] followers, [---] engagements
"(7) $MRK: "$10B to $15B range is the outer bound of sweet spot of our focus and then down to the smaller deals like HARP." $XBI #biotech"
X Link 2024-01-15T12:54Z [---] followers, [---] engagements
"@CloisterRes Firstly it's among Jefferies top-24 ideas as $SRRK and for some reason $AMGN 😄"
X Link 2024-01-19T13:19Z [---] followers, [---] engagements
"@jfais20 @PharmDabbler @Maximus_Holla Bread and butter of bio twitter :)"
X Link 2024-01-21T05:11Z [---] followers, [--] engagements
"Does anyone wait for $ABUS / $MRNA letigation outcome❓ If judge will acknowledge $ABUS' IP rights on LNP technology and connected loss of revenue according to Jefferies🏦 stock' jump might be massive. Also there is one 400-900% gamble in that list - interested😉 $XBI"
X Link 2024-01-25T11:02Z [---] followers, [----] engagements
"Syncona 🏦 Holds $11M $ACHL shares (Achilles Float = 17.8shrs). Previously British investment firm took its other holding $FRLN private with a decent premium and done it before with Applied Genetic Tech Corp.🏚. Sustainable approach😉 $XBI"
X Link 2024-01-26T12:09Z [----] followers, [---] engagements
"$BIIB $XBI #Aduhelm"
X Link 2024-02-01T13:49Z [---] followers, [---] engagements
"(1) Hello Team🧨 $XBI Catalyst for Q1 Given the improving overall conditions in the macro environment despite acknowledging the uncertainty around the timing and pace of rate cuts the recent surge in IPOs and sustained positivity stemming from late 2023/early [----] deals Cowen:" Biotech: Sentiment Warmed Up And Now More Bullish On Mid-Cap Biotech; Most likely to outperform: $ALNY $MRUS $FUSN. Most likely to underperform: $GILD $MRNA $ARWR $RVNC." https://t.co/HygWCb4sJ9 Cowen:" Biotech: Sentiment Warmed Up And Now More Bullish On Mid-Cap Biotech; Most likely to outperform: $ALNY $MRUS $FUSN."
X Link 2024-02-02T11:49Z [---] followers, [---] engagements
"(2) investors express a more favorable outlook for the biotechnology sector. They are particularly interested in large-cap quality and SMID biotech companies that offer unique opportunities for generating alpha. $XBI"
X Link 2024-02-02T11:50Z [---] followers, [---] engagements
"(3) In this context I outline significant catalysts expected in the remaining portion of the first quarter of [----]. These catalysts carry the potential for substantial upside or downside and they encompass various developments such as data releases from $LLY s SURMOUNT-OSA"
X Link 2024-02-02T11:52Z [---] followers, [---] engagements
"(4) study in sleep apnea (the initial phase [--] study for tirzepatide's outcomes in obesity) $VRTX s Phase [--] VX-548 acute pain program and Phase [--] next-gen triple in CF. Also $ALNY s Phase [--] HELIOS-B study in ATTR-cardiomyopathy"
X Link 2024-02-02T11:53Z [---] followers, [---] engagements
"$IMGN surprised investors by being taken over by $ABBV a few months after corporate drama while the CMO decided to step down.🚶♂ Yesterday a few weeks after stunning SEQUOIA-HCM data $CYTK's CFO decided to resign.🫡 What a weird coincidence so far 🤪 $XBI Thoughts❓ @GooseData There's a 100% probability that $CYTK is either acquired or remains independent. Timestamp this prediction. @GooseData There's a 100% probability that $CYTK is either acquired or remains independent. Timestamp this prediction"
X Link 2024-02-03T11:49Z [---] followers, [----] engagements
"That circus in $CYTK reminds me about great article on how to spot the buyout from the outside viewer perspective. Especially the sign # 🎱. However as for now - its a wishful thinking 💭 considering bigpharmas war chest and expiring blockbusters patents $XBI $KURA $IMGN surprised investors by being taken over by $ABBV a few months after corporate drama while the CMO decided to step down.🚶♂ Yesterday a few weeks after stunning SEQUOIA-HCM data $CYTK's CFO decided to resign.🫡 What a weird coincidence so far 🤪 $XBI Thoughts❓ https://t.co/3CYgaezZCt $IMGN surprised investors by being taken"
X Link 2024-02-03T14:57Z [---] followers, [----] engagements
"⚔$ABUS vs $MRNA - David VS Goliath ⚔ $XBI Does anyone wait for $ABUS / $MRNA letigation outcome❓ If judge will acknowledge $ABUS' IP rights on LNP technology and connected loss of revenue according to Jefferies🏦 stock' jump might be massive. Also there is one 400-900% gamble in that list - interested😉 $XBI https://t.co/pwSsiUOfHg Does anyone wait for $ABUS / $MRNA letigation outcome❓ If judge will acknowledge $ABUS' IP rights on LNP technology and connected loss of revenue according to Jefferies🏦 stock' jump might be massive. Also there is one 400-900% gamble in that list - interested😉"
X Link 2024-02-05T09:59Z [---] followers, [---] engagements
"Hey Fellas there were [--] significant clinical holds last year including $ALLO $VRTX $VERV $SLDB $QURE and others. Do you know where I can track current holds on-line❓ $XBI"
X Link 2024-02-06T11:29Z [---] followers, [---] engagements
"(1) Ok Fellas yesterday $MDGL announced the publication of the pivotal Phase III MAESTRO-NASH trial of resmetirom in theNew England Journal of Medicine. However let's now focus on the main upcoming catalyst for that company and try not to look at $LLY's data 🤪 (6) including the likely approval of $MDGL s resmetirom as the first therapeutic and Phase [--] data from ZEALs survodutide among other events. I will be publishing one ticker daily🗓 - please subscribe and request additional DD if needed. Will start with $IOVA 💉 $XBI (6) including the likely approval of $MDGL s resmetirom as the first"
X Link 2024-02-09T12:37Z [---] followers, [---] engagements
"(8) Discussions about pricing strategies for specialty drugs aligning with the value and innovation associated with resmetirom along with supportive evidence from the ICER draft report suggesting pricing ranging from $31000 to $46900 at different cost-effectiveness thresholds"
X Link 2024-02-09T12:47Z [---] followers, [--] engagements
"(9) However assuming the threat of substitutes especially from GLP-1 agonists ( $NVO $LLY and other competitors like $VKTX )let's consider the negative scenario for $MDGL's NASH approval 🐻:"
X Link 2024-02-09T12:49Z [---] followers, [---] engagements
"(10) Although no Advisory Committee meeting has been scheduled and the customary 55-day notification window ahead of one has passed the possibility of an AdCom being announced cannot be ruled out. The recent notification of an AdCom for $BMY/ $TSVT s Abecma in"
X Link 2024-02-09T12:50Z [---] followers, [---] engagements
"(13) In such a case characterized by heightened uncertainty until AdCom briefing documents are released and meetings are held there should be a downward pressure on $MDGL stocks. In a more severe highly improbable case if MDGL were to receive a Complete Response Letter"
X Link 2024-02-09T12:53Z [---] followers, [---] engagements
"(14) $MDGL shares would go through a massive sell-off potentially trading below forward one-year cash projections translating to a roughly 60% decline from the current price. $XBI Please support me with a like/repost🙏"
X Link 2024-02-09T12:55Z [---] followers, [---] engagements
"(1) Holla Amigos🫡 below are the top [--] $500M [----] catalyst list📄: 1) $MDGL: Resmetirom PDUFA in NASH and launch 2) $ITCI: Phase III Caplyta data in MDD 3) $VRDN: Phase III data in active and chronic TED 4) $MRTX: Phase III KRAS confirm. study in 2L NSCLC &PRMT5 update"
X Link 2024-02-11T12:03Z [----] followers, [----] engagements
"(2) 5) $ROG: Final OS Readout for TIGIT in 1L PD1+ NSCCL 6) $IOVA: lifileucel PDUFA in Melanoma and launch (pls. refer below) 7) $VTYX: Phase II TYK2 data in Crohn's disease 8) $AMGN: Phase II AMG133 (injectable) Data in Obesity $XBI"
X Link 2024-02-11T12:05Z [---] followers, [---] engagements
"(3) [--] $ATXS: Proof of Concept Phase 1b/2 data for STAR-0215 in hereditary angioedema attacks prevention is around the corner [--] $KALV Top-line data from phase [--] study on the same disease within a few weeks and more details at AAAAI'24 presentation 2.25.24. $XBI"
X Link 2024-02-13T09:44Z [---] followers, [---] engagements
"(4) [--] $VVY will present Ph. 2b VIVIAD Alzheimer's data and who knows maybe after [---] attempts humanity will find the treatment for that neurodegenerative disease [--] $ALNY Obviously not a small cap but Ph.3 HELIOS-B top-line data in ATTR-CM will be a huge catalyst $XBI"
X Link 2024-02-13T09:48Z [---] followers, [---] engagements
"@zereshkpolo_133 You are right lack of catalysts is the main reason of stock to lag the biotech rally. However balance sheet is strong. In case of institutional owners - nothing really exciting. From my understanding what that penny stock needs is just a retail attention like in $EQ recen"
X Link 2024-02-17T03:27Z [---] followers, [--] engagements
"$EQ continues to go parabolic with no news. +300% since my initial DD back in December please read it below - still valid 🤝 $EQ I know no one cares about my micro/nano caps trading ideas in Biotech but sometimes it works 😁 $XBI $IFRX https://t.co/IsJAKBqH9R $EQ I know no one cares about my micro/nano caps trading ideas in Biotech but sometimes it works 😁 $XBI $IFRX https://t.co/IsJAKBqH9R"
X Link 2024-02-17T03:31Z [---] followers, [---] engagements
"🟢Wow Just listen to this: ". $NVDA is excited to be working with such innovative companies like Bionano $BNGO.we are working together to build own instrument and cloud analysis workflows." $XBI"
X Link 2024-02-23T21:12Z [---] followers, [----] engagements
"📰 Bionano Genomics Inc.(Nasdaq: $BNGO) announced a collaboration with $NVDA to develop an acceleration platform for use in Bionanos optical genome mapping (OGM) workflow. $XBI"
X Link 2024-02-26T12:41Z [---] followers, [---] engagements
"(1) The recent positive results from the Survodutide Ph2 trial in MASH are expected to positively impact the interest in Pemvidutide heating up strategic interest. Now we are all impressed by the parabolic move in $ALT fueled by $VKTX success. $XBI"
X Link 2024-02-28T11:25Z [---] followers, [---] engagements
"(2) As the field of incretins progresses beyond Type [--] Diabetes and obesity MASH is emerging as a significant market segment with $LLY s Tirzepatide SYNERGY-NASH and now Survodutide showing promising results"
X Link 2024-02-28T11:26Z [---] followers, [--] engagements
"(3) Pemvidutide currently in Phase 2b and $ALT is anticipated to release data in the first quarter of [----]. Co believes Pemvidutide remains an attractive option due to its glucagon bias potential for fibrosis improvement notable reduction in LDL and triglycerides in obesity"
X Link 2024-02-28T11:28Z [---] followers, [---] engagements
"(4) and NAFLD studies and its scarcity value as one of the few de-risked incretins in MASH. Remarkably $ALT has observed sustained interest from strategic investors who prioritize Pemvidutide's potential cardiovascular 🫀 and liver benefits over just weight loss. $XBI $VKTX"
X Link 2024-02-28T11:29Z [---] followers, [---] engagements
"I bet $ANVS will fail with their buntanetap's Parkinsons disease Ph.3 data. Why❓Cause the Co hiding pivotal data from investors and you wouldn't do so if the results are great. 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $XBI $BIVI $BIIB"
X Link 2024-02-28T12:34Z [---] followers, [--] engagements
"(7) Keep in mind that $IRWD's current Mcap (after drop) assumes a [--] value from apraglutide however based on the provided data it is still approvable. Apraglutide will still get used in both stoma & CIC pts based on current Gattex's data"
X Link 2024-03-03T09:36Z [---] followers, [---] engagements
"(8) $IRWD possesses substantial operating leverage and the potential launch of apraglutide indicates potential for EPS growth. Mngmnt has suggested that they can utilize their 90-person Linzess salesforce to promote apraglutide minimizing the need for significant funding. $XBI"
X Link 2024-03-03T09:38Z [---] followers, [---] engagements
"At the moment my portfolio has triple digit (in a percentage term 🤣) allocation to $IFRX The only thing i can do to from the risk-management perspective now is to pray 🙏😅😅😅 $XBI Basically all you need to know about $IFRX key asset INF-904 in just [--] slides🫒 $XBI https://t.co/HXnG8x0v7E Basically all you need to know about $IFRX key asset INF-904 in just [--] slides🫒 $XBI https://t.co/HXnG8x0v7E"
X Link 2024-03-09T06:21Z [---] followers, [---] engagements
"Yesterday $OPTN got a long-awaited approval for its XHANCE in the treatment of Chronic Rhinosinusitis WITHOUT nasal polyps which reduces anicipated TAM by a third. However it's better than a CRL😁 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $XBI $LYRA"
X Link 2024-03-16T05:31Z [---] followers, [--] engagements
"US retail sales increase at a rapid pace while households getting into debt at a rapid pace . Or I should swap those metrics around❓🤪"
X Link 2024-03-18T11:14Z [---] followers, [---] engagements
"As $FUSN got acquired by $AZN today with a 100% premium $PNT was bought by $LLY and $RYZB by $BMS just a few months ago - remaining players in radiopharma field remain attractive acquisition targets☢ Especially $CLRB after the two latest outstanding cancer data releases. $ATNM on Friday released findings from the Phase [--] SIERRA trial of Iomab-B (131I-Apamistamab)☢ for Acute Myeloid Leukemia Patients Just have a look at how overall survival increased 3-fold VS conventional care assuming a robust safety profile Radiopharma is the next big thing https://t.co/piLBeNxNfz $ATNM on Friday released"
X Link 2024-03-19T13:39Z [----] followers, [---] engagements
"Will $CLRB squeeze today on $FUSN takeover assuming it has recently executed about $45M worth of warrants series A and will show loads of cash at Q1 ER❓ Pressure of sellers evaporates as float becomes stable. Huge cash cushion 💰💰 $XBI $FUSN: $CLRB $LNTH next $FUSN: $CLRB $LNTH next"
X Link 2024-03-19T15:34Z [---] followers, [---] engagements
"4 Things you need to know about $PSTV: ☢Radiopharma ( $FUSN $CLRB $ATNM $CATX) 👶 $8M MCap 💣 Stunning latest glioblastoma data 😝 My second biggest holding and i predicted (see below) $RYZB takeover in 11/23 (1) Ok guys here is my last post on recent $PSTV results as a market consistently doesn't want to recognize obvious things and below are the radio pharma thoughts of Jefferies analyst - Michael Yee who undoubtedly has outstanding expertise in #biotech #XBI https://t.co/YK7LknwjAt (1) Ok guys here is my last post on recent $PSTV results as a market consistently doesn't want to recognize"
X Link 2024-03-21T14:13Z [----] followers, [----] engagements
"$PSTV I have Deja Vu: 👀 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $ATNM $CLRB $RYZB $PNT $CATX $FUSN $PNT https://x.com/Dogtor01416800/status/1727074001930076371s=20 ❗Mark Your Calendars❗ Plus Therapeutics will be presenting a poster at the National Comprehensive Cancer Network Annual Conference Press release: https://t.co/sjHcPWrmwY #NCCN #BrainCancer #Glioblastoma #BreastCancer #LungCancer #ClinicalTrials $PSTV https://t.co/IY4Go5Jd9f https://x.com/Dogtor01416800/status/1727074001930076371s=20 ❗Mark Your Calendars❗ Plus Therapeutics will be presenting a poster at the National Comprehensive Cancer"
X Link 2024-03-27T13:44Z [----] followers, [----] engagements
"$AVTX Eye popping gains for a $3M company 👀 Avalo intends to pursue the development of AVTX-009 in hidradenitis suppurativa (HS) the same path as $IFRX recently decided to pivot with its INF904 💊 Inflammatory space is booming since $LABP takeover by $ABBV $XBI"
X Link 2024-03-28T12:33Z [---] followers, [----] engagements
"$NVTA $NVTAQ genomic🧬 revolution is postponed for a while. 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $XBI"
X Link 2024-04-05T01:31Z [---] followers, [--] engagements
"How can you interrelate these two pictures based on that article❓🤡 $PFE $XBI https://www.nejm.org/doi/10.1056/NEJMoa2309003 https://www.nejm.org/doi/10.1056/NEJMoa2309003"
X Link 2024-04-08T09:30Z [---] followers, [---] engagements
"Another expression of interest from big pharma 🏦 ( $SNY ) to inflammation space. This time is refocusing on collaboration with $IGMS. 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $IFRX guys we'll be back just wait. $XBI"
X Link 2024-04-17T13:01Z [---] followers, [--] engagements
"$SGTX $LLY Just reflecting on that 🫣- fellas have you ever seen such an epic biotech buyout with such an insane premium of several thousands percents (if conditions are met)❓ $XBI"
X Link 2024-04-18T09:03Z [---] followers, [---] engagements
"$SGMO $PFE Mid-24 sounds sexy🧁 🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒🫒 $XBI"
X Link 2024-04-23T11:17Z [---] followers, [--] engagements
"Hey guys want to share with you a great biotech investment course📷 on YouTube explaining in particular why $MCRB ph.3 data ballooned the stock 800% overnight and why $BIIB's aducanumab's pivotal trial was basically a scam.🤡 Free and insightful💯 https://www.youtube.com/watchv=Rfg3skCjY50 https://www.youtube.com/watchv=Rfg3skCjY50"
X Link 2024-04-25T11:14Z [---] followers, [---] engagements
"Is it a good idea to long $LYRA before Ph.3 chronic rhinosinusitis on $OPTN commercial successes❓ $XBI"
X Link 2024-04-25T13:23Z [---] followers, [----] engagements
"Surprisingly there are just a few public companies in the epigenetics🧬 space: $GSK $BMY tiny French $IVA $CNST (acquired $1.7B) and $OMGA which was recently backed by $NVO due to its lipid management potential.🫒 Catalyst is coming and stock trades below the NVO deal. $XBI"
X Link 2024-04-28T13:49Z [----] followers, [----] engagements
"Let's think from that perspective: EMA approved useless (see below) Paxlovid by $PFE while Vilobelimab from $IFRX (already has EUA in States) is waiting for COVID EU approval for almost a year😵💫 But based on the current 3% rejection rate let us just wait and relax😉 $XBI How can you interrelate these two pictures based on that article❓🤡 https://t.co/smwqrZBR4g $PFE $XBI https://t.co/thVUmuWUmQ How can you interrelate these two pictures based on that article❓🤡 https://t.co/smwqrZBR4g $PFE $XBI https://t.co/thVUmuWUmQ"
X Link 2024-04-30T11:20Z [---] followers, [---] engagements
"$IFRX - blessed as soon as this brightest mind🧠 is backing its science💯 Just check the case study below😉 $CLDX $XBI What do $CLDX back in [----] (before it made ❎30🚀) and $IFRX today have in common❓ Apart that both candidates (CDX-0159 and now INF904) have indicated the potential to deplete mast cells a key driver of inflammatory disease urticaria also the early excitement of Dr. Maurer https://t.co/U6TtSZ79b0 What do $CLDX back in [----] (before it made ❎30🚀) and $IFRX today have in common❓ Apart that both candidates (CDX-0159 and now INF904) have indicated the potential to deplete mast"
X Link 2024-04-30T12:27Z [---] followers, [---] engagements
"$LLY Since Nov approval Zepbound showed half a B sales within the first Q🤯 Well see a new blockbuster drug in a [--] mnths 💯 Thats insane how much people happy to pay to loss weight🫣 $XBI"
X Link 2024-04-30T13:07Z [---] followers, [---] engagements
"Hmm really that H5N1 🦠 topic gaining more and more traction in media thus hedging with buying $BYND 🐄 might be an interesting tactical swing trade if concerns start to escalate even further. Whats your thoughts on that dear mammals❓ $XBI @OutbreakJake The risk of beef infection with #H5N1 in the US is high. Its been found in ling tissue of cows - [--] died / [--] euthanized. Already virus found in milk. Beef simply isnt safe and @BeyondMeat is the obvious answer. $BYND is well entrenched in $MCD Europe. @OutbreakJake The risk of beef infection with #H5N1 in the US is high. Its been found in ling"
X Link 2024-04-30T15:05Z [---] followers, [---] engagements
"$NVS to acquire Mariana Oncology🍒 Another 9-figures takeover in radiopharma ☢ space. Previous deals: $LLY 💰 $PNT $BMS 💰 $RYZB $AZN 💰 $FUSN Ive overlaid all this three deals on public radiopharma price charts🧻: $ATNM $CLRB $PSTV $CATX. So you can see sensitivity $XBI"
X Link 2024-05-02T12:11Z [----] followers, [----] engagements
"Obviously not but might work in a reverse fashion 😅 $LYRA 🔄 $OPTN Is it a good idea to long $LYRA before Ph.3 chronic rhinosinusitis on $OPTN commercial successes❓ $XBI https://t.co/AzEtoj8FOR Is it a good idea to long $LYRA before Ph.3 chronic rhinosinusitis on $OPTN commercial successes❓ $XBI https://t.co/AzEtoj8FOR"
X Link 2024-05-06T12:53Z [---] followers, [---] engagements
"(1) Well being a poster child🧑🎤 back in [----] $ALLK is now an underdog with a $100M MCap and negative EV of $23M (Trading well below cash💵). However by the end of Q2 we'll see the first Ph.1 PK for AK006💉and any positive will boost the SP💯 Let's have a deep dive❗$XBI starting a small position in $ALLK today starting a small position in $ALLK today"
X Link 2024-05-11T08:02Z [---] followers, [----] engagements
"(2) Let's return back in [----] when the emerging biotech 👶 announced AK002 💉 Met All Prespecified Primary and Secondary Endpoints in Ph.2 for Eosinophilic Gastritis (EG) which is a severe autoimmune condition. Stock rallied 175% within [--] days and buyout rumors appeared. $ALLK"
X Link 2024-05-11T08:06Z [---] followers, [---] engagements
"(1) $NVAX and $EBS - both stocks were saturated with negativity and a sense of hopelessness so a real chance to avoid bankruptcy for each of them became an excuse to turn into multi-day runners 🏃♀ showing a three-digit percentage increase on the news BREAKING 🚨: Short Sellers Short Sellers in Novavax sustained estimated losses of $255 million on Friday after $NVAX soared by 99% the stock's largest gain in history https://t.co/J3daCNZ40w BREAKING 🚨: Short Sellers Short Sellers in Novavax sustained estimated losses of $255 million on Friday after $NVAX soared by 99% the stock's largest gain"
X Link 2024-05-14T02:59Z [---] followers, [---] engagements
"(2) (partnership with $SNY and going into profit respectively). In addition $NVAX was heavily shorted - so squeeze happened here. 🍋 By the way after yesterday's rally in $GME and $AMC you can follow the securities with a high share of short"
X Link 2024-05-14T03:01Z [---] followers, [---] engagements
"(3) [--] $NUVB - p.2 efficiency and safety of taletrectinib in advanced ROS1+ NSCLC 🫒 [--] $ALXO - overhyped ticker. Evorpaceprt +enfortumab vedotin for urothelial carcinoma. P.1 data still important 🫒 [--] $MRUS - p.2 data of MCLA-158 with Pembro as 1L treatment of HNSCC $XBI"
X Link 2024-05-18T11:27Z [---] followers, [---] engagements
"(4) [--] $IOVA - most loved mid cap in twitter will eventually present an updated results from IOV-COM-202 1a trial. Autologus TIL therapy in combo with Pembro for ptnts with immune checkpoint inhibitor-naive unresectable or metstatic melanoma. Huge market buyout dreams 😁"
X Link 2024-05-18T11:31Z [---] followers, [---] engagements
"(6) Let's us now move to the small caps (again - only the most important readouts💎): [--] $PPBT - p.2 CM24 and OPDIVO (nivolumab) 2L metastatic pancreatic cancer (PDAC) 🫒 [--] $CADL - $300M mcap but still small😁. P.2 topline combo data in NSCLC $XBI"
X Link 2024-05-18T11:38Z [---] followers, [---] engagements
"(7) [--] $AGEN - p.1 data of Botensilimab plus balstilimab Relapsed/refractory microsatellite stable colorectal cancer with no active liver metastases. 🫒 [--] $CRBU - pivotal moment on the graph. CB010 and CB012 p.1 data. Important catalyst assuming narrow pipeline 🧬 $XBI"
X Link 2024-05-18T11:44Z [---] followers, [---] engagements
"Well as $LLY acquied $PNT $BMS 💰 $RYZB $AZN baught $FUSN $ATNM $CLRB $CATX $MOLN and many other radiopharma ☢ small caps are seeting on the sidelines. Cantor do believe that radioligand therapies will continue to be on fire and M&A activity will remain elevated. $XBI Yes momentum in radiopharma ☢ is getting traction literally each following week as it was for NASH / Obesity.🔥 Below is the summary of latest deals in this space 🔎 If you are interested I can unpack sector in a series of twitts and share one solid nanocap idea 🫡 $XBI https://t.co/LFoFz4vnSJ Yes momentum in radiopharma ☢ is"
X Link 2024-05-21T00:12Z [----] followers, [----] engagements
"BANG💣 Another takeover in radiopharma space😍 $LLY inks radiopharma deal worth $1.1B with private company Aktis If you want to know ONE still undervalued radiopharma stock (nanocap catalyst in June) please follow my thread on this topic🤝 $CATX $MOLN $ATNM $LNTH $PSTV Well as $LLY acquied $PNT $BMS 💰 $RYZB $AZN baught $FUSN $ATNM $CLRB $CATX $MOLN and many other radiopharma ☢ small caps are seeting on the sidelines. Cantor do believe that radioligand therapies will continue to be on fire and M&A activity will remain elevated. $XBI https://t.co/JXUmvnS7nK Well as $LLY acquied $PNT $BMS 💰"
X Link 2024-05-21T13:38Z [---] followers, [----] engagements
"$IFRX Does any one still have any doubts vilobelimab 💉 will be shortly approved in Europe to treat COVID patients after todays results❓ $XBI InflaRx Presents New Analysis of PANAMO Phase III Trial in Severe COVID-19 at ATS [----] Showing Potential Synergy With Vilobelimab When Used in Combination with Other Immunomodulators $IFRX https://t.co/cvXr7GdvWM InflaRx Presents New Analysis of PANAMO Phase III Trial in Severe COVID-19 at ATS [----] Showing Potential Synergy With Vilobelimab When Used in Combination with Other Immunomodulators $IFRX https://t.co/cvXr7GdvWM"
X Link 2024-05-22T01:08Z [---] followers, [---] engagements
"$NVDA just went bust😲 Oh wait its Navidea - another shitty biotech.🏚 $XBI was in a free fall yesterday but remember as you are long - it cant go lower than [--] Happy Friday guys Heres a look at Nvidias incredible quarterly revenue growth and gross margin expansion driven by the companys dominance in GPUs and AI accelerators. $NVDA https://t.co/FAu9rICAfH Heres a look at Nvidias incredible quarterly revenue growth and gross margin expansion driven by the companys dominance in GPUs and AI accelerators. $NVDA https://t.co/FAu9rICAfH"
X Link 2024-05-24T04:53Z [---] followers, [---] engagements
"For those who are curious why $VSTM is down 60% on premarket being 50% yesterday afterhours despite positive RAMP [---] data (High ORR)❓ Today Company announce that they will submit BLA for combo treatment only for a mutant subgroup which significantly reduces the TAM 👀 $XBI what new happened to $VSTM after 7am today Something wrong w/ this PR https://t.co/3J2mjCuAUn what new happened to $VSTM after 7am today Something wrong w/ this PR https://t.co/3J2mjCuAUn"
X Link 2024-05-24T12:33Z [---] followers, [----] engagements
"(1) Let's focu today on $MNPR positioning prior to June-10 catalyst.🧪 During the Q1 ER mngmnt "has made the strategic decision to focus its resources on the assets it has been building up in the radiopharma☢ space. As such the Co is winding down its non-radiopharma programs". Here we go: $MNPR: ☢$10M MCap ☢Last ER mngmnt reoriented the Co exclusively to radiopharma ☢Feb +350% on study approval Apr +40% on study launch 10th June🗓 - data readout ☢ MNPR-101 demonstrated high specific and durable tumor uptake (👇) ☢Early stage = Low bar $XBI https://t.co/LuBcVTiwCX Here we go: $MNPR: ☢$10M MCap"
X Link 2024-05-28T07:57Z [---] followers, [---] engagements
"(2)What I really do like in $MNPR' approach to radiopharma apart that it's an early days (read as "low expectations"😅) is that they choose the proven target🎯(like $YMAB $ATNM and $AZN) and hedjing treatment study (preclinical) with an imaging trial. Strategically smart❗"
X Link 2024-05-28T07:58Z [---] followers, [---] engagements
"$KRON $45M MCap $172M Cash ($79M) MCap CEO buying like mad. If/then it rebound - will be huge. However no optimism at all considering current clinical develoopment. Congrats Norbert now $kron is the most discounted biotech vs cash out there lol. Great job in destroying shareholder value Congrats Norbert now $kron is the most discounted biotech vs cash out there lol. Great job in destroying shareholder value"
X Link 2024-05-29T10:00Z [---] followers, [---] engagements
"$MNPR Share price rejected Friday's news on CFO Succession👨💻 which is a nice sign prior to the 10th June🗓 - data readout☢ All radiopharma space is on fire this year: ☢ $XBI $CLRB $ATNM $PSTV $CATX $LNTH $PNT Here we go: $MNPR: ☢$10M MCap ☢Last ER mngmnt reoriented the Co exclusively to radiopharma ☢Feb +350% on study approval Apr +40% on study launch 10th June🗓 - data readout ☢ MNPR-101 demonstrated high specific and durable tumor uptake (👇) ☢Early stage = Low bar $XBI https://t.co/LuBcVTiwCX Here we go: $MNPR: ☢$10M MCap ☢Last ER mngmnt reoriented the Co exclusively to radiopharma ☢Feb"
X Link 2024-05-29T14:13Z [---] followers, [----] engagements
"Basically all you need to know about assessing yesterday's $SMMT data in a few slides. $MRK $XBI $SMMT $MRK Merck's Keytruda rolled to $25 billion in sales in [----] which likely made it the world's top-selling drug in [----]. $SMMT $MRK Merck's Keytruda rolled to $25 billion in sales in [----] which likely made it the world's top-selling drug in 2023"
X Link 2024-05-31T05:26Z [---] followers, [---] engagements
"$SMMT Obviously great cancer data but $XBI $MRK Basically all you need to know about assessing yesterday's $SMMT data in a few slides. $MRK $XBI https://t.co/OVvtq3wjlb Basically all you need to know about assessing yesterday's $SMMT data in a few slides. $MRK $XBI https://t.co/OVvtq3wjlb"
X Link 2024-05-31T11:49Z [---] followers, [----] engagements
"Based on market expectations (on the graph below🚀) and according to the Q2 ER dropped precisely before the 100% rally - $NVCR tomorrow will receive an incoming call 📲 from the Bogdanoff brothers 🧍♂🧍♂ $XBI $NVCR will present final Phase [--] METIS trial data at the [----] #ASCO24 on June [--]. The trial shows TTFields therapy significantly improves time to intracranial progression in NSCLC patients with brain metastases. #Oncology See more: https://t.co/AuJMPy8pOc $NVCR will present final Phase [--] METIS trial data at the [----] #ASCO24 on June [--]. The trial shows TTFields therapy significantly"
X Link 2024-06-02T12:34Z [---] followers, [---] engagements
"US government interest costs have surpassed defence and Medicare spending as we continue on a higher for longer interest rate trajectory. Source: Evans (May 2024) Hey US Governement👩⚖please lend more to bioturds🏚 as you happy to afford it.😜 $XBI $SPY $NASDAQ"
X Link 2024-06-03T07:50Z [---] followers, [---] engagements
"It's no secret that generative #AI uses a lot of power. While a typical Google search consumes 0.3Wh of electricity an AI-powered #CHATGPT consumes 3-4Wh. ⚡ Poor polar bears🐻❄ $MSFT $NVDA $CRWD $GOOGL $QCOM"
X Link 2024-06-03T08:00Z [---] followers, [---] engagements
"$CRBU being a poster child of gene🧬 editing and allo CAR-T back in [----] now trading at 1/10th of it's "helicopter money era" valuation with a MCap of $195M and ($70)M EV.😲 However It's backed by $PFE for 💉CB-011 and early CB-010 data competes with $GILD' blockbaster drug💉 1/@CaribouBio has presented clinical data from its ongoing CB-010 ANTLER Phase [--] trial that indicates $CRBU CB-010s potential to rival approved autologous CAR-T cell therapy - Yescarta for second line LBCL Cancer patients by refocusing its strategy on HLA matching. $XBI #ASCO24 https://t.co/s75SjPUndF 1/@CaribouBio has"
X Link 2024-06-05T05:11Z [---] followers, [---] engagements
"$ATNM presents stellar AML data for its Actinium ☢ candidate. This latest development further validate radiotherapeutic approach in oncology and luckily $MNPR has also acknowledged it 🙏 $CLRB $RYZB $PSTV $XBI Actinium Presents First Ever Data Demonstrating Actimab-A in Combination with Leading Menin Inhibitors Leads to Anti-Tumor Control and Potent Leukemic Cell Killing in Preclinical Acute Myeloid Leukemia Models at the [----] EHA Congress $ATNM https://t.co/G7LY1WatJt Actinium Presents First Ever Data Demonstrating Actimab-A in Combination with Leading Menin Inhibitors Leads to Anti-Tumor"
X Link 2024-06-17T13:07Z [----] followers, [----] engagements
"If you are an early investor in $DMTK or other promising healthcare startup 😅 within Series A round then on $60M invested per transaction you expect about $100M return. Before it was mostly backed by successful exits. 🏦 Now the whole $XBI falling in a viscous cycle 😕"
X Link 2024-06-19T04:30Z [---] followers, [---] engagements
"I reckon these are events of the same scale for humanity 🌍 Glory to $GILD $XBI"
X Link 2024-06-21T02:33Z [---] followers, [---] engagements
"$ALT Decent weight loss results assuming its oral and 21.9% of weight loss attributable to lean mass and 78.1% attributable to fat compared to 40/60 for Ozempic by $NVO. Might be a good hedge for big funds not only betting on subcutaneous regimen of obesity drugs💯 $XBI $ALT - Altimmune Presents Data from Phase [--] MOMENTUM Trial of Pemvidutide in Obesity during Oral Presentation at the American Diabetes Associations 84th Scientific SessionsFull analysis of body composition data showed class-leading lean mass preservation with 21.9% of weight $ALT - Altimmune Presents Data from Phase [--] MOMENTUM"
X Link 2024-06-24T10:44Z [---] followers, [---] engagements
"$IFRX Here we go🚀 $XBI Basically all you need to know about $IFRX key asset INF-904 in just [--] slides🫒 $XBI https://t.co/HXnG8x0v7E Basically all you need to know about $IFRX key asset INF-904 in just [--] slides🫒 $XBI https://t.co/HXnG8x0v7E"
X Link 2024-06-24T12:11Z [---] followers, [---] engagements
"Over the last [--] years $XBI is flat while $SPY and $DRG have X2😧 However it can be a nice catch up play: [--] The last [--] years sector outperformed the broad market [--] [---] new drug approvals $400B worth of M&A during last 5yrs [--] $LLY alone costs more than $XBI ➡ rotation"
X Link 2024-06-25T07:16Z [---] followers, [---] engagements
"Lets have a quick look at $ALLK yesterdays early CSU Ph.1 data and compare it with prespecified endpoints (NCT06072157 )🔍 ✅Primary - hit. No safety issues. ✅Secondary - hit. High dose-dependent serum concentration and receptor/skin occupancy. Great data as expected🔥 - $ALLK - Allakos Announces Positive Results from its Ongoing Phase [--] Trial of AK006 in Healthy Volunteers with AK006 Demonstrating High Receptor Occupancy on Mast Cells and a Favorable Safety Profile - https://t.co/6whdZwWlXX - $ALLK - Allakos Announces Positive Results from its Ongoing Phase [--] Trial of AK006 in Healthy"
X Link 2024-06-26T07:14Z [---] followers, [---] engagements
"Quck memory/knowledge check for my subscribers - do you remember what triggered that move in $BNGO $A and $PACB 🧬in late [----] and can it happen again❓ $XBI 🎯"
X Link 2024-06-28T13:24Z [---] followers, [----] engagements
"Well trully $CRBU at current valuation($148M) looks quite attractive even after a CB-020 pausing and ANTLER setback: 🟢 $PFE bought $25M worth of CRBU at $5.33p.s. 🟢 $372M in cash and cash equivalents with FY25 runway 🟢 Rachel Haurwitz worked with Doudna and cofounded $NTLA 🧬 @CaribouBio @pfizer 17/Although $CRBU has somewhat lost favour with the financial markets lately IMO @CaribouBio still has strong foundations - an advanced pipeline - including the recent CB-010 Lupus expansion strong collaboration with $PFE regarding CB-011 & a strong cash position of $346M. $XBI"
X Link 2024-07-01T11:16Z [---] followers, [----] engagements
"@BowTiedBiotech What's your thoughts on $OMGA epigenetic approach to treat obesity which is btw backed by $NVO"
X Link 2024-07-01T12:48Z [---] followers, [---] engagements
"Another deal in radiopharma ☢ space: ✅$LLY Lilly Gains Exclusive Right To Acquire Radionetics For $1B $CLRB $MNPR $CATX $PNT $ATNM Radionetics Oncology Enters Into Strategic Agreement With Lilly https://t.co/4KOG3bwoos https://t.co/Qv681NZQOz Radionetics Oncology Enters Into Strategic Agreement With Lilly https://t.co/4KOG3bwoos https://t.co/Qv681NZQOz"
X Link 2024-07-01T14:10Z [---] followers, [----] engagements
"How this news can be traded❓ Short🐻 $RMD $SRRK $PLNT $PTON and $ALT Long 🐂 $INMD and $ZBH benefiting from the "Ozempic face" 🎭 Ideas $LLY $NVO President Biden: Novo Nordisk Eli Lilly must stop ripping off Americans with high drug prices https://t.co/DTpJpHf1gl $LLY $NVO President Biden: Novo Nordisk Eli Lilly must stop ripping off Americans with high drug prices https://t.co/DTpJpHf1gl"
X Link 2024-07-02T12:36Z [---] followers, [---] engagements
"$CRBU is the cheapest (and the most negative EV🤪) hyped genomic stock in the US market. At least for now😅 $CRSP $NTLA $BEAM $DNA $SANA $TWST $VERV $EDIT $FATE $XBI Well trully $CRBU at current valuation($148M) looks quite attractive even after a CB-020 pausing and ANTLER setback: 🟢 $PFE bought $25M worth of CRBU at $5.33p.s. 🟢 $372M in cash and cash equivalents with FY25 runway 🟢 Rachel Haurwitz worked with Doudna and cofounded $NTLA 🧬 https://t.co/OEynINYRJh Well trully $CRBU at current valuation($148M) looks quite attractive even after a CB-020 pausing and ANTLER setback: 🟢 $PFE"
X Link 2024-07-04T07:19Z [---] followers, [----] engagements
"Radiopharma ☢ 🔥 $CLRB $MNPR $CATX $PNT $ATNM"
X Link 2024-07-08T12:52Z [---] followers, [----] engagements
"Interestingly enough $TEM ($6B MCAP) a "leader in artificial intelligence and precision medicine" excersized a few days ago all it's warrants on $PSNL 🧬 with $2 cost base 🟢Cash $95M cash until [----] 🟢Partnership with $MRNA (cancer vaccine) 🟢ash burn reduction initiatives"
X Link 2024-07-09T13:13Z [---] followers, [----] engagements
"Ok fellas as rotation from $QQQ to $IWM was significant the last week the historical spread between $XBI and $SPY are going to narrow 🥹 At least we want to believe in such development 😅"
X Link 2024-07-15T11:04Z [---] followers, [---] engagements
"@JJJHOLDING Yo have you seen the $AVIR s cash position and the last acquisition proposal which they rejected"
X Link 2024-07-15T23:04Z [---] followers, [--] engagements
"If you a willing to track the complete list (feel free to add👇) of gen. 🧬testers happy to share it below. It can be clearly seen how this subsector (praised during the helicopter money covid era) deeply depressed excluding few quality names: $CDNA $VCYT $NTRA $GH. $XBI From my observable universe 💫 of [---] small micro and even nanocaps in Healthcare 🏥 the most prominent winners yesterday were genetic 🧬names such as: 🤖 $PACB $PSNL $TXG - sequencing ( $BNGO is lagging) 🐣 $CRBU $ALLO $IPSC - allogenic gen. engin. cell therapies $XBI https://t.co/IR8EfSQudv From my observable universe 💫 of"
X Link 2024-07-17T10:18Z [---] followers, [---] engagements
"$PSNL since my initial tweet is doin' really great 🚀 Well the investment thesis here still remains unchanged🧐 Needles to say strength in other #NGS / Liquid Biopsy names such as $GH $CDNA $FLGT and especially $GRAL act as a powerfull tailwind for this swing trade⛵ $XBI Interestingly enough $TEM ($6B MCAP) a "leader in artificial intelligence and precision medicine" excersized a few days ago all it's warrants on $PSNL 🧬 with $2 cost base 🟢Cash $95M cash until [----] 🟢Partnership with $MRNA (cancer vaccine) 🟢ash burn reduction initiatives https://t.co/s7LWPmhqQ0 Interestingly enough $TEM"
X Link 2024-07-18T11:10Z [---] followers, [---] engagements
"$BYND next week Regards the pharma trade 💊 - AMR is an alarming concern and we are (as a humanity) are basically cooked🦠 However shitcos like $ACXP $PHGE. $PRTK and $NBRV are out of business so you can see the trend as big pharma has no interest in that field😟 $XBI LISTERIA OUTBREAK: [--] people are sick with [--] deaths in [--] states. Do not eat meats you get sliced at any deli counter unless it is reheated to an internal temperature of 165F or until steaming hot. Read more: https://t.co/Tm4qEtusWg https://t.co/4bMZg2wlap LISTERIA OUTBREAK: [--] people are sick with [--] deaths in [--] states. Do not"
X Link 2024-07-20T14:38Z [----] followers, [---] engagements
"X is a gene 🧬 therapy candidate developed by company Y that encodes the COL3A1 to stimulate fibroblasts for collagen production. 🧖🏻♀ TAM is $26B and the early results of this gene therapy is really impressive 💯 Name the company Y and its p.1/2 candidate X 💉 💉💉 $XBI"
X Link 2024-07-22T02:43Z [---] followers, [---] engagements
"Friday' news by CDC🏦 on the Listeria🪲 outbreak from deli meat creates a perfect storm for $BYND 🥬: 🥩Heavily shorted (40%) 60M float 🥩Debt restructuring rumors (rate cut as a tailwind) reminds on $CVNA May-23 pattern (57% was shorted) 🥩Already squeezed on $GME 05.14"
X Link 2024-07-22T16:00Z [---] followers, [---] engagements
"$SAVA is ripping today driven primarily by community interest 🫣 Obviously both $SAVA (fraud) and $BYND (failed business model) are shitty businesses but we are not talking about investments here💯 After $AMC popped on debt restructuring - all eyes are on $BYND now👀 Shorts have borrowed ALL available shares of $sava as of Friday with [-----] million borrowed. This is 40% of outstanding shares 😳. Interactive Brokers have zero shares available this morning and borrow rates are skyrocketing to over 60%. A 5% chance of success for phase [--] https://t.co/Y9BMIeSj2J Shorts have borrowed ALL available"
X Link 2024-07-22T23:43Z [---] followers, [----] engagements
"$CLRB Long term investments be like: 🐏😄 $CATX $HOLX $MNPR $PRLD"
X Link 2024-07-23T11:28Z [---] followers, [----] engagements
"In less than a week the largest dementia science event AACI will kick off in Chicago 👵🏻 Catalysts to watch👀: 🫂 $NKGN - SNK01 biomarker data for AD 🫂 $ACIU - ACI24 AD 🫂 $VIGL - VG3927 healthy volunteers 🫂 $ABOS - ACU193 AD 🫂 $CGTX - CT1812 top line AD $PRTA $SAVA $ANVS"
X Link 2024-07-23T22:41Z [---] followers, [----] engagements
"$PSNL is really strong before upcoming ER (07.08) - fair enough to anticipate some earnings surprice or restructuring news under $TEM 's influence.🔥 What other gen. sequencing stocks are you tracking closely❓ $XBI $GRAL $ILMN $BNGO $PACB $TXG Interestingly enough $TEM ($6B MCAP) a "leader in artificial intelligence and precision medicine" excersized a few days ago all it's warrants on $PSNL 🧬 with $2 cost base 🟢Cash $95M cash until [----] 🟢Partnership with $MRNA (cancer vaccine) 🟢ash burn reduction initiatives https://t.co/s7LWPmhqQ0 Interestingly enough $TEM ($6B MCAP) a "leader in"
X Link 2024-07-25T14:00Z [---] followers, [----] engagements
"A nice BK (almosed priced in) play which is not yet covered by @Lord_of_Biotech - shitco🏚 $GLYC who tried to juggle with carbonhydrates 🍭 for the last [--] years with no material success 🤡: 🟢$31M Cash $15M Mcap 🟢On Thu. after the hit shifted to anabiosis mode with 80% RIF Added two more plays on my BK watchlist today: $NCNC - Cheap SPAC penny that just announced DELISTING 7/30 but has filed an APPEAL $GLYC - Announced a RESTRUCTURING PLAN involving an -80% WORKFORCE REDUCTION Both plays will be on potential BOUNCE WATCH in the coming weeks 🏀🚀 https://t.co/jxL3dJd5mE Added two more plays"
X Link 2024-07-28T15:20Z [---] followers, [---] engagements
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