[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DwightS2025 Dwight Shrewd A patent battle between $ASND and $BMRN has been won by $ASND in Europe. This development has significant implications and potential read-throughs for $ASND. There are also speculations about a potential partnership or acquisition between $ASND and $NVO. ### Engagements: XXX [#](/creator/twitter::1965835997507141632/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +2.30% ### Mentions: XX [#](/creator/twitter::1965835997507141632/posts_active)  - X Week XX -XX% - X Month XX +23% ### Followers: XXX [#](/creator/twitter::1965835997507141632/followers)  - X Week XXX +12% - X Month XXX +47% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1965835997507141632/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% **Social topic influence** [$asnd](/topic/$asnd) #1, [$nvo](/topic/$nvo) #80, [$5b](/topic/$5b) #20, [$legn](/topic/$legn) #4, [$argx](/topic/$argx) #8, [$alny](/topic/$alny) #7, [$jnj](/topic/$jnj) #47, [$aclx](/topic/$aclx) #8, [$amgn](/topic/$amgn) 3.23%, [cash flow](/topic/cash-flow) XXXX% **Top accounts mentioned or mentioned by** [@seedy19tron](/creator/undefined) [@tallnfat](/creator/undefined) [@bb_leakers](/creator/undefined) [@joserestonva](/creator/undefined) [@aafree](/creator/undefined) [@bionavgator](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@elianep20649450](/creator/undefined) [@tradeitbetit](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Johnson & Johnson (JNJ)](/topic/$jnj) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Amgen, Inc. (AMGN)](/topic/$amgn) [Synthetify (SNY)](/topic/$sny) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Insmed, Inc. (INSM)](/topic/$insm) [Gilead Sciences, Inc. (GILD)](/topic/$gild) ### Top Social Posts Top posts by engagements in the last XX hours "$AMGN open comments on rare disease Biz Dev and how happy they were with HZNP sure sound like they are gearing up for another Rare acq. Given they went for big Revs and cash flow last time $ASND would make a ton of sense to layer on the HZNP biz. More than just $NVO at table" [X Link](https://x.com/DwightS2025/status/1996592068756382091) 2025-12-04T14:46Z XXX followers, XXX engagements "$ASND for generalist growth funds has to now be on radar post first profit. 2030 Revs of $5B at XX% GM $800m opex and Danish TR is $XX in EPS in X years. Has to be the easiest double in commercial mid Bio imo. $NVO is nuts if they dont want to own this" [X Link](https://x.com/DwightS2025/status/1988984311006261439) 2025-11-13T14:56Z XXX followers, 1341 engagements "$ASND now profitable with an EPS ramp to $XX by 2030 based on stated target of $5B do they become the next $ARGX or $ALNY or do they get consolidated by $NVO or $SNY Either way is a healthy return from here but at least would be no more conference calls 😂" [X Link](https://x.com/DwightS2025/status/1989366293649379818) 2025-11-14T16:14Z XXX followers, XXX engagements "$ASND approval imminent I bet - FDA just approved Voyxact which had a Friday PDUFA. Next up is CNP which has a Sunday PDUFA" [X Link](https://x.com/DwightS2025/status/1993418538619461897) 2025-11-25T20:36Z XXX followers, XXX engagements "$ASND well they sure were next in the cue for FDA but not the PR we hoped for. Sure sounds to me even more benign than $RYTM extension. Label and manufacturing fully cleared. Think approval inside a month. Given CRL fears I bet stock trades up tmrw. Prob of approval went up" [X Link](https://x.com/DwightS2025/status/1993510029044203779) 2025-11-26T02:40Z XXX followers, XXX engagements "$ASND strange weakness with a sloppy seller in the market. ITC case vs $BMRN actually delayed again which should be viewed as positive. Someone needs a better trader apparently" [X Link](https://x.com/DwightS2025/status/1995937907161670011) 2025-12-02T19:27Z XXX followers, XXX engagements "@seedy19tron $ASND" [X Link](https://x.com/DwightS2025/status/1996726933757792567) 2025-12-04T23:42Z XXX followers, XXX engagements "$LEGN has 11m shares short at 5-yr valuation lows ahead of what is likely a very positive ASH meeting this weekend. Flipping profitable next Q with world leading MM partner $JNJ as a backstop. Pretty interesting setup especially if they list on HK and trigger buying" [X Link](https://x.com/DwightS2025/status/1996981705484153077) 2025-12-05T16:35Z XXX followers, XXX engagements "I like the setup for $LEGN into ASH. Think $ACLX will disappoint and still refuse to disclose their KM curves. And $LEGN / $JNJ Cartitude data showing lines of therapy comparable to Imagine X will meaningfully raise the bar on efficacy - $LEGN PFS should rise to mid 40s" [X Link](https://x.com/DwightS2025/status/1996622566778384822) 2025-12-04T16:48Z XXX followers, XXX engagements "$ASND this visual from MS - jumps off the page of profitable bios for highest growth high diversification" [X Link](https://x.com/DwightS2025/status/1997041184540090375) 2025-12-05T20:31Z XXX followers, XXX engagements "And when you look at peak potential vs valuation $ASND by far the most attractive. Would think this is how BP is looking at group" [X Link](https://x.com/DwightS2025/status/1997041893759422690) 2025-12-05T20:34Z XXX followers, XXX engagements "@tallnfat Silver lining of not getting respect like $INSM $ALNY $ARGX is those are too rich to be acquired. For every BP who missed those I imagine they dont want to miss $ASND" [X Link](https://x.com/DwightS2025/status/1997042895623221296) 2025-12-05T20:38Z XXX followers, XXX engagements "Big PFS of XXXX months from $LEGN at ash in X prior lines of therapy pts (apples to apples with $ACLX Imagine 1). Bar has been raised and Im skeptical $ACLX and $GILD will come even close to this. Years behind and very marginal safety benefit in mkt driven by efficacy" [X Link](https://x.com/DwightS2025/status/1997476412987769220) 2025-12-07T01:21Z XXX followers, XXX engagements "@Bionavgator @seedy19tron @AaronRosenblum5 Exactly. $ASND stands alone at $12b with $5b sales by 2030 and $6-8b potential. Every other promising co with that trajectory has re rated to the point of zero ROIV for BP. This mgmt discount affords the opportunity for everyone" [X Link](https://x.com/DwightS2025/status/1997477517553524896) 2025-12-07T01:25Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DwightS2025 Dwight Shrewd
A patent battle between $ASND and $BMRN has been won by $ASND in Europe. This development has significant implications and potential read-throughs for $ASND. There are also speculations about a potential partnership or acquisition between $ASND and $NVO.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +2.30%
Mentions: XX #
- X Week XX -XX%
- X Month XX +23%
Followers: XXX #
- X Week XXX +12%
- X Month XXX +47%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXX%
Social topic influence $asnd #1, $nvo #80, $5b #20, $legn #4, $argx #8, $alny #7, $jnj #47, $aclx #8, $amgn 3.23%, cash flow XXXX%
Top accounts mentioned or mentioned by @seedy19tron @tallnfat @bb_leakers @joserestonva @aafree @bionavgator @aaronrosenblum5 @elianep20649450 @tradeitbetit
Top assets mentioned Novo-Nordisk (NVO) Alnylam Pharmaceuticals, Inc. (ALNY) Johnson & Johnson (JNJ) Arcellx, Inc. Common Stock (ACLX) Amgen, Inc. (AMGN) Synthetify (SNY) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) BioMarin Pharmaceutical, Inc. (BMRN) Insmed, Inc. (INSM) Gilead Sciences, Inc. (GILD)
Top Social Posts
Top posts by engagements in the last XX hours
"$AMGN open comments on rare disease Biz Dev and how happy they were with HZNP sure sound like they are gearing up for another Rare acq. Given they went for big Revs and cash flow last time $ASND would make a ton of sense to layer on the HZNP biz. More than just $NVO at table"
X Link 2025-12-04T14:46Z XXX followers, XXX engagements
"$ASND for generalist growth funds has to now be on radar post first profit. 2030 Revs of $5B at XX% GM $800m opex and Danish TR is $XX in EPS in X years. Has to be the easiest double in commercial mid Bio imo. $NVO is nuts if they dont want to own this"
X Link 2025-11-13T14:56Z XXX followers, 1341 engagements
"$ASND now profitable with an EPS ramp to $XX by 2030 based on stated target of $5B do they become the next $ARGX or $ALNY or do they get consolidated by $NVO or $SNY Either way is a healthy return from here but at least would be no more conference calls 😂"
X Link 2025-11-14T16:14Z XXX followers, XXX engagements
"$ASND approval imminent I bet - FDA just approved Voyxact which had a Friday PDUFA. Next up is CNP which has a Sunday PDUFA"
X Link 2025-11-25T20:36Z XXX followers, XXX engagements
"$ASND well they sure were next in the cue for FDA but not the PR we hoped for. Sure sounds to me even more benign than $RYTM extension. Label and manufacturing fully cleared. Think approval inside a month. Given CRL fears I bet stock trades up tmrw. Prob of approval went up"
X Link 2025-11-26T02:40Z XXX followers, XXX engagements
"$ASND strange weakness with a sloppy seller in the market. ITC case vs $BMRN actually delayed again which should be viewed as positive. Someone needs a better trader apparently"
X Link 2025-12-02T19:27Z XXX followers, XXX engagements
"@seedy19tron $ASND"
X Link 2025-12-04T23:42Z XXX followers, XXX engagements
"$LEGN has 11m shares short at 5-yr valuation lows ahead of what is likely a very positive ASH meeting this weekend. Flipping profitable next Q with world leading MM partner $JNJ as a backstop. Pretty interesting setup especially if they list on HK and trigger buying"
X Link 2025-12-05T16:35Z XXX followers, XXX engagements
"I like the setup for $LEGN into ASH. Think $ACLX will disappoint and still refuse to disclose their KM curves. And $LEGN / $JNJ Cartitude data showing lines of therapy comparable to Imagine X will meaningfully raise the bar on efficacy - $LEGN PFS should rise to mid 40s"
X Link 2025-12-04T16:48Z XXX followers, XXX engagements
"$ASND this visual from MS - jumps off the page of profitable bios for highest growth high diversification"
X Link 2025-12-05T20:31Z XXX followers, XXX engagements
"And when you look at peak potential vs valuation $ASND by far the most attractive. Would think this is how BP is looking at group"
X Link 2025-12-05T20:34Z XXX followers, XXX engagements
"@tallnfat Silver lining of not getting respect like $INSM $ALNY $ARGX is those are too rich to be acquired. For every BP who missed those I imagine they dont want to miss $ASND"
X Link 2025-12-05T20:38Z XXX followers, XXX engagements
"Big PFS of XXXX months from $LEGN at ash in X prior lines of therapy pts (apples to apples with $ACLX Imagine 1). Bar has been raised and Im skeptical $ACLX and $GILD will come even close to this. Years behind and very marginal safety benefit in mkt driven by efficacy"
X Link 2025-12-07T01:21Z XXX followers, XXX engagements
"@Bionavgator @seedy19tron @AaronRosenblum5 Exactly. $ASND stands alone at $12b with $5b sales by 2030 and $6-8b potential. Every other promising co with that trajectory has re rated to the point of zero ROIV for BP. This mgmt discount affords the opportunity for everyone"
X Link 2025-12-07T01:25Z XXX followers, XXX engagements