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# ![@EdenRahim Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::135653078.png) @EdenRahim Eden

Eden posts on X about $xbi, $ibb, $legn, $biib the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::135653078/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::135653078/c:line/m:interactions.svg)

- [--] Week [---] +565%
- [--] Month [---] -32%
- [--] Months [------] -57%
- [--] Year [------] +4.80%

### Mentions: [--] [#](/creator/twitter::135653078/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::135653078/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [--] -20%
- [--] Months [--] +6.90%
- [--] Year [--] +44%

### Followers: [-----] [#](/creator/twitter::135653078/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::135653078/c:line/m:followers.svg)

- [--] Week [-----] +0.11%
- [--] Month [-----] no change
- [--] Months [-----] +4%
- [--] Year [-----] +17%

### CreatorRank: undefined [#](/creator/twitter::135653078/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::135653078/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  38.83% [finance](/list/finance)  20.39% [cryptocurrencies](/list/cryptocurrencies)  16.5% [travel destinations](/list/travel-destinations)  1.94% [countries](/list/countries)  1.94%

**Social topic influence**
[$xbi](/topic/$xbi) 17.48%, [$ibb](/topic/$ibb) 17.48%, [$legn](/topic/$legn) #28, [$biib](/topic/$biib) 4.85%, [legn](/topic/legn) #28, [$gild](/topic/$gild) 3.88%, [$tlt](/topic/$tlt) 3.88%, [$jnj](/topic/$jnj) 2.91%, [threshold](/topic/threshold) 2.91%, [$spy](/topic/$spy) 2.91%

**Top accounts mentioned or mentioned by**
[@bradloncar](/creator/undefined) [@nextedgecapital](/creator/undefined) [@inthemoneypod](/creator/undefined) [@sportsbios](/creator/undefined) [@saints](/creator/undefined) [@newlowobserver](/creator/undefined) [@amberkanwar](/creator/undefined) [@bnnbloomberg](/creator/undefined) [@biotechtv](/creator/undefined) [@deepsouthdoctor](/creator/undefined) [@melissalmrogers](/creator/undefined) [@ryangerritsen](/creator/undefined) [@wyv123](/creator/undefined) [@stocktwits](/creator/undefined) [@biopharmadive](/creator/undefined) [@funtleyder](/creator/undefined) [@cnbc](/creator/undefined) [@alexpitti](/creator/undefined) [@baystreetamber](/creator/undefined) [@fhoro](/creator/undefined)

**Top assets mentioned**
[Legend Biotech Corp (LEGN)](/topic/$legn) [Biogen Inc (BIIB)](/topic/$biib) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Johnson & Johnson (JNJ)](/topic/$jnj) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Incyte Corporation (INCY)](/topic/$incy) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Vertex Protocol (VRTX)](/topic/$vrtx) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Eli Lilly and Company (LLY)](/topic/$lly) [Inari Medical, Inc. (NARI)](/topic/$nari) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [NeurAxis, Inc. (NRXS)](/topic/$nrxs) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Fenerbahçe Token (FB)](/topic/$fb) [Procter & Gamble (PG)](/topic/$pg) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Bluefin (BLUE)](/topic/$blue) [Sage Therapeutics, Inc (SAGE)](/topic/$sage) [Amgen, Inc. (AMGN)](/topic/$amgn) [Seagen Inc (SGEN)](/topic/$sgen) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Moderna Inc (MRNA)](/topic/$mrna) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [BEAM (BEAM)](/topic/$beam) [Basilisk (BSX)](/topic/$bsx) [Stryker Corporation (SYK)](/topic/$syk) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Measurable Data Token (MDT)](/topic/$mdt) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Zimmer Biomet Holdings Inc (ZBH)](/topic/$zbh) [Arcblock (ABT)](/topic/$abt) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Exelixis Inc (EXEL)](/topic/$exel) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Schrodinger, Inc. (SDGR)](/topic/$sdgr) [RxSight, Inc. (RXST)](/topic/$rxst) [ShockWave Medical, Inc. (SWAV)](/topic/$swav) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Haemonetics Corporation (HAE)](/topic/$hae)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Discussing #biotech on @BNNBloomberg including $LEGN $TGTX & $ACOG https://www.bnnbloomberg.ca/video/shows/the-open/2025/11/04/legend-biotech-corp-to-see-profit-growth-from-2026-onward-rahim/ https://www.bnnbloomberg.ca/video/shows/the-open/2025/11/04/legend-biotech-corp-to-see-profit-growth-from-2026-onward-rahim/"  
[X Link](https://x.com/EdenRahim/status/1985803833486778654)  2025-11-04T20:18Z [----] followers, [----] engagements


"$LEGN discussing earnings on @BiotechTV https://www.biotechtv.com/post/legend-biotech-november-13-2025 https://www.biotechtv.com/post/legend-biotech-november-13-2025"  
[X Link](https://x.com/EdenRahim/status/1991216899808485731)  2025-11-19T18:47Z [----] followers, [---] engagements


"$NRXS NeurAxis Achieves Major Milestone with AMA Category I CPT Code Now in Effect Establishing a Permanent Reimbursement Pathway https://ir.neuraxis.com/news-releases/news-release-details/neuraxis-achieves-major-milestone-ama-category-i-cptr-code-now https://ir.neuraxis.com/news-releases/news-release-details/neuraxis-achieves-major-milestone-ama-category-i-cptr-code-now"  
[X Link](https://x.com/EdenRahim/status/2009251340770238931)  2026-01-08T13:10Z [----] followers, [---] engagements


"$JNJ reports Q3:2025 Total #CARVYKTI revenue of $524 mill +83% vs Q3:24. US revenues were $396 mill + 53% vs Q3:24. $LEGN"  
[X Link](https://x.com/EdenRahim/status/1978071172345475549)  2025-10-14T12:11Z [----] followers, [----] engagements


"@DeepSouthDoctor Indeed you can buy $XENE near its reaction high [--] yrs ago despite quality validating data during that perod and the July Calls implied volatility is still a gift at 70%. That will be +100% as game-changing binary approaches"  
[X Link](https://x.com/EdenRahim/status/2012533973600153699)  2026-01-17T14:34Z [----] followers, [---] engagements


"@MelissaLMRogers @ryangerritsen Of course all in the US are world changing innovation companies while here [--] of the [--] are part of a protected fee-grinding oligopoly protected from competition"  
[X Link](https://x.com/EdenRahim/status/2020655668831965376)  2026-02-09T00:27Z [----] followers, [---] engagements


"Today i'll focus on [--] Options based sentiment indicators on the $XBI : 1) 10-Day CALL-to-PUT ratio & 2) 25-Delta Call-to-Put SKEW. -- The C/P did spike almost to the sell threshold around 2.5X but has settled back down to neutral. -- Similarly the SKEW spiked up to warning zone of [----] as a whiff of FOMO set in a couple of weeks ago but has quickly pulled back. The reading [----] at the April lows was the lowest such reading in exactly [--] years seen during the Covid crash. -- It's good that sentiment is not excessive even though $biotech has remained resilient & uncharacteristically a market RS"  
[X Link](https://x.com/EdenRahim/status/1991159106300698786)  2025-11-19T14:58Z [----] followers, [---] engagements


"Updated from [--] months ago $XBI Short Interest as Percent of Units O/S stands at 115%. Still elevated Short Interest but down as % of units June 13th zenith for this cycle of 143%. #biotech has predictably marched upward relentlessly with bushfires of FOMO beginning to erupt sporadically. $IBB The mid-June 143% of $XBI units short as percent of Units outstanding is highest since April 3rd [----] Covid crash low reading of 155%. XBI subsequently rallied from $75 to $170 (+125%) at the Feb [----] peak from where our hangover persists. Similarly after low in July [----] https://t.co/Mn3Grw0uew The"  
[X Link](https://x.com/EdenRahim/status/1993773446086492259)  2025-11-26T20:06Z [----] followers, [----] engagements


"2-year % Change in MARGIN DEBT eclipsed 80% threshold for the first time since June [----] & September [----]. The 18-month 1-yr and 6-mth still lagging a bit so continued expansion in 1H:26 will tell the tale. $SPY $QQQ $IBB $XBI"  
[X Link](https://x.com/EdenRahim/status/2003835967128383822)  2025-12-24T14:31Z [----] followers, [---] engagements


"$LEGN $4.8 Bill EV ($1.1 bill Cash) nearing $1 bill revenues & profitable by Q4 then explosive growth post supply bottleneck. 5-yr functional cure data in 4L MM. $ACLX $4.1 bill EV ($450 mill Cash) 3-4 years behind will burn another billion by the time it gets to market. #biotech as irrational 'same as it ever was' https://twitter.com/i/web/status/1974124204845834242 https://twitter.com/i/web/status/1974124204845834242"  
[X Link](https://x.com/EdenRahim/status/1974124204845834242)  2025-10-03T14:47Z [----] followers, [----] engagements


"@wyv_123 Probably back to the big multiyear breakout level at [---] should do it. Reminds me of 2H:98 2H:2011 & 1H:2016. Big M&A in the [--] following qtrs. I had [--] of my cos. acquired between Q3:2016 & Q1:2017"  
[X Link](https://x.com/EdenRahim/status/1467704554196279298)  2021-12-06T03:56Z [----] followers, [--] engagements


"Yesterday's $FB wipeout reminiscent of similar times market turned on its own & took thematic leaders to woodshed coincident with prior cycle tops: 1) Cendant - Apr [----] (A-D line with it) 2) $PG - Mar [----] 3) Microstrategy - Mar [----] 4) Amer Home Mort - Jul [----] @StockTwits"  
[X Link](https://x.com/EdenRahim/status/1022800454441467904)  2018-07-27T11:06Z [----] followers, [--] engagements


"$BIIB $5 Bill Buyback. Growth problem solved They must have seen how well that worked for $GILD and $CELG on their descent to -50% declines that they decided it was worth repeating"  
[X Link](https://x.com/EdenRahim/status/1110164221919137793)  2019-03-25T12:59Z [----] followers, [--] engagements


"$GLPG Barclays anticipating Filgotnib Finch [--] / [--] data as early as after close. Efficacy not the concern. Class effect Thromboembolic events seen with other JAK Inhibitors is most recently with Xeljanz. TE 0.5% acceptable. $GILD owns 13.3%"  
[X Link](https://x.com/EdenRahim/status/1111286944837840896)  2019-03-28T15:20Z [----] followers, [--] engagements


"Chart from Goldman comparing EV / Fwd REV of commercial SMID #Biotech cos against 11X benchmark that Oncology cos like Medivation were acquired at. Not sure what it should be for Gene Therapy & CNS platform Cos $SRPT $ONCE $BLUE $BMRN $NBIX $SAGE"  
[X Link](https://x.com/EdenRahim/status/1124756141714620418)  2019-05-04T19:22Z [----] followers, [--] engagements


"Terrific read on extreme ups and downs of $NBIX and its ability to rebound after not one but TWO knockout punches. Unblinded: CEO Kevin Gorman on Neurocrine's rise fall and future via @BioPharmaDive https://www.biopharmadive.com/news/unblinded-neurocrine-ceo-kevin-gorman-biotech-industry-maturity/555396/utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter%20Weekly%20Roundup:%20BioPharma%20Dive%2006-22-2019&utm_term=BioPharma%20Dive%20Weekender"  
[X Link](https://x.com/EdenRahim/status/1142457283097649153)  2019-06-22T15:40Z [----] followers, [--] engagements


"Perhaps this is what the 9th inning of a 40-year Bull market looks like: SuperNova capitulation to the trend. $TLT"  
[X Link](https://x.com/EdenRahim/status/1235964427054153729)  2020-03-06T16:24Z [----] followers, [--] engagements


"Profitable #Biotech Cos in the S&P has only once before been this inexpensive relative to the expanding S&P P-E. That was in [----] after a -75% bear market. just prior to a [--] year +1000% bull market. $IBB $XBI"  
[X Link](https://x.com/EdenRahim/status/1261014031047032832)  2020-05-14T19:22Z [----] followers, [--] engagements


"$BIIB Under-the-radar readout mid-yr Opicinumab Anti-Lingo 72-week AFFINITY trial (n=240) in Relapsing #MS pat. When SYNERGY missed [--] yrs ago it was less effective in Sec. Prog. patients & tumbled $265 - $210 (-$15 Bil). But w no pulse in 3-mth OTM Impl Vol. makes int. set-up"  
[X Link](https://x.com/EdenRahim/status/1266429494560198661)  2020-05-29T18:01Z [----] followers, [--] engagements


"Past [--] weeks large cap #biotech in the $IBB has endured severe beat downs despite mostly good EPS $AMGN -$25 -10% $ALXN -$20 -17% $ALNY -$35 -21% $BMRN -$20 -15% $GILD -$10 -13% $ILMN -$60 -15% $INCY -$18 -16% $NBIX -$27 -20% $REGN -$70 -11% $SGEN $35 -19% $VRTX -$30 -10%"  
[X Link](https://x.com/EdenRahim/status/1293213537687535622)  2020-08-11T15:51Z [----] followers, [--] engagements


"This day in [----] $BMY completed one of the greatest #biotech acquisitions ever of Medarex from whom it got Anti-CTLA-4 Yervoy & PD-1 inhibitor Opdivo that put I-O on map To me GOAT is $JNJ of Centocor [--] yrs ago then largest holding for blockbusters Reopro & Remicade"  
[X Link](https://x.com/EdenRahim/status/1300390638840672256)  2020-08-31T11:11Z [----] followers, [--] engagements


"Only Secretariat had a bigger lead. From Cowen survey on which #biotech will be the worst [----] performer. Envelope please: $BIIB"  
[X Link](https://x.com/EdenRahim/status/1384983950628737026)  2021-04-21T21:34Z [----] followers, [--] engagements


"Its that kind of market where $MRNA responds way better to $BNTXs blowout earnings beat than BioNTech does or than MRNA responded to its own marginal beat. The Mo is in full control"  
[X Link](https://x.com/EdenRahim/status/1424806054509137922)  2021-08-09T18:53Z [----] followers, [--] engagements


"19 yrs ago this week $GILD stole holding in Triangle Pharma for paltry 33% prem ($4.50-$6) or $500 mill. Its novel QD pill Coviracil combined w GILD Viread became multi-bill blockbuster Truvada. Imagine if Welch had done a partnership instead of being acquired"  
[X Link](https://x.com/EdenRahim/status/1467476471975452681)  2021-12-05T12:50Z [----] followers, [--] engagements


"When I first bot $ISRG in [----] Les @Funtleyder was the only analyst of [--] that was bullish. He followed that with a terrific Healthcare investing book I had the privilege of reading draft before going to print. Always worth seeing his insights on @CNBC https://cnb.cx/3G5TSB4 https://cnb.cx/3G5TSB4"  
[X Link](https://x.com/EdenRahim/status/1641500686218059795)  2023-03-30T18:00Z [----] followers, [----] engagements


"What a round trip for #CRISPR companies. Collectively $CRSP $NTLA & $BEAM are back to $9 bill cap except this time almost half of that $4 bill is cash. A light years from 2021"  
[X Link](https://x.com/EdenRahim/status/1643669619666821143)  2023-04-05T17:39Z [----] followers, [----] engagements


"@Alex__Pitti As is $ISRG $BSX $SYK $EW $ZBH $TXG $ABT $MDT $GMED . Not sure what's behind this"  
[X Link](https://x.com/EdenRahim/status/1661090706776006656)  2023-05-23T19:24Z [----] followers, [---] engagements


"I guess the pavlovian "Sell-the-launch" is in full gear in $BIIB. But unlike the usual suspects it's not extended into approval nor are initial expectations high. Are odds greater that is see's $220 again before $380"  
[X Link](https://x.com/EdenRahim/status/1668255950866731010)  2023-06-12T13:56Z [----] followers, [---] engagements


"It was a privilege again discussing #biotech with @baystreetamber. Always welcoming erudite & discerning of a complex subject. Apology @fhoro for name-dropping our Feb [----] recommendation of Medivation at $31 in context of talking about $EXEL. Also mentioned $CLPT & $PLX @EdenRahim Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund joined BNN Bloomberg today with top picks in biopharma: Exelixis Inc. Protalix Biotherapeutics Inc. and Clearpoint https://t.co/X0NvpCFV7f the interview now: https://t.co/n8Jp4IKfwA @EdenRahim Portfolio Manager for the Next Edge"  
[X Link](https://x.com/EdenRahim/status/1687174330113769472)  2023-08-03T18:51Z [----] followers, [----] engagements


"Been a rough few days for the leading emerging SMID #biotech such as $KRYS $MDGL $SDGR & $VRNA & #medtech $RXST $SWAV $TMDX. While large caps HC was a haven yesterday $XLV the SMIDs imploded"  
[X Link](https://x.com/EdenRahim/status/1688858259002707974)  2023-08-08T10:22Z [----] followers, [----] engagements


"@MattGertz I guess being the single largest shareholder in Pharmasset that developed mega-blockbuster Harvoni perhaps the biggest biotech therapy ever and acquired by GILD in Nov [----] at $11 bill while in Phase [--] doesn't count. Nor the multiple approvals from his holding company Roviant"  
[X Link](https://x.com/EdenRahim/status/1694792621611168147)  2023-08-24T19:23Z [----] followers, [----] engagements


"@bradloncar @Sports_bios The very best opportunities emerge during forced liquidation when fundamentals are unchanged such as mid June & end of Dec last year. Deja Vu all over again"  
[X Link](https://x.com/EdenRahim/status/1704159888060862492)  2023-09-19T15:45Z [----] followers, [---] engagements


"You have to go back 30-years to relentless -75% Jan 1992-mid [----] #biotech bear to find the only other time in [--] years Bios have declined 3-years in a row. $XBI $IBB"  
[X Link](https://x.com/EdenRahim/status/1705211968095719905)  2023-09-22T13:26Z [----] followers, 15.6K engagements


"2/ Big difference between now vs then is the [----] & [----] bears were correcting prior +500% & +1000 multiyear bull markets. Now we are correcting a nothing exception selective Covid stock bull market off March [----] low"  
[X Link](https://x.com/EdenRahim/status/1705213149186519058)  2023-09-22T13:31Z [----] followers, [---] engagements


"As the ultimate Long-duration asset (heavy capital demands now for promise of risky distant future cash-flows) #biotech continues to by hypersensitive to hurdle of changing Real Rates and track the path of long bonds #TLT step-for-step. $XBI $IBB"  
[X Link](https://x.com/EdenRahim/status/1705279684567527629)  2023-09-22T17:55Z [----] followers, [----] engagements


"In real time the Percent of the top [---] #biotech cos trading above their 50-DMA has sunk to 15% the threshold from which [--] of the past [--] rallies have begun. Imagine how much worse it is for the next [---] bios. $IBB $XBI"  
[X Link](https://x.com/EdenRahim/status/1705289706542367162)  2023-09-22T18:35Z [----] followers, [----] engagements


"Screening only US #biotech cos at various inflection points over past [--] years it appears 37% of [---] bios are trading below net cash in contrast to 5% at zenith of cycle on Feb 8th [----]. #bloodinthestreets $IBB $XBI"  
[X Link](https://x.com/EdenRahim/status/1705320490842071090)  2023-09-22T20:37Z [----] followers, [----] engagements


"Mercifully my Fund's 5th holding acquired this year & 2nd biggest weight at 4.5% in yet another year of bare knuckle fighting in the mud for #biotech returns. Haemonetics $HAE Announces Agreement to Acquire OpSens $OPSSF at 68% premium. http://gcs-web.com http://gcs-web.com"  
[X Link](https://x.com/EdenRahim/status/1711697476619555167)  2023-10-10T10:57Z [----] followers, [----] engagements


"How dismal a liquidation day was it in #biotech For $XBI decliners pounded advancers 20:1 (124/6) & 12:1 (234/20) for $IBB. Pct of bios 50-d plunged from 24% to 12% today gunning for May [----] 30-year low of 6%. Only [--] new high & [--] new lows with [--] within 5% of New Lows"  
[X Link](https://x.com/EdenRahim/status/1712575784009842756)  2023-10-12T21:07Z [----] followers, [----] engagements


"On the pantheon of #biotech futility this super-bear has now ascended to the 2nd longest ever approaching [----] days as it grounds every small cap to dust where trading at cash is the new overpriced. $XBI down -61% is a stone's throw away from the -65% June 16th [----] low"  
[X Link](https://x.com/EdenRahim/status/1712815194454233230)  2023-10-13T12:58Z [----] followers, 21.3K engagements


"What a difference a week makes in #biotech when the interest rate outlook abates. Last bleak Friday 1) % of bios 50-dma dropped to June [----] lows 2) % bios within 5% of 52-week low rose to 2nd highest level of this bear 3) Units O/S in $IBB dropped to [--] year low & 4) $XBI short interest rose to [--] million units. Just when in biotech we've come to expect that "its darkest just before.it turns pitch black""  
[X Link](https://x.com/EdenRahim/status/1720480937027194956)  2023-11-03T16:39Z [----] followers, [----] engagements


"Vertex $VRTX and CRISPR $CRSP Therapeutics Announce Authorization of the First CRISPR/Cas9 Gene-Edited Therapy CASGEVY (exagamglogene autotemcel) by the United Kingdom MHRA for the Treatment of Sickle Cell Disease and Transfusion-Dependent Beta Thalassemia - #crispr"  
[X Link](https://x.com/EdenRahim/status/1725047386412589329)  2023-11-16T07:05Z [----] followers, [----] engagements


"@bradloncar "Just a flesh wound" - Black Knight (Monty Python). Brad it could be much worse: being a @saints fan post @drewbrees"  
[X Link](https://x.com/EdenRahim/status/1739383666306949426)  2023-12-25T20:32Z [----] followers, [---] engagements


"@ohadhammer Well before this sample were spectacular successes of JNJ's acquisition of Centocor in [--] AMGN takeover of Immunex in [--] and of course GILD's purchase of Pharmasset in [--]. Cumulative revenues were magnitudes of purchase cost"  
[X Link](https://x.com/EdenRahim/status/1739975921665483220)  2023-12-27T11:46Z [----] followers, [---] engagements


"@BioWino @NextEdgeCapital My cost is $0.90 and had a great chat with Dror in my office yesterday. Besides VKTX was a 4% weight"  
[X Link](https://x.com/EdenRahim/status/1762540696341520821)  2024-02-27T18:10Z [----] followers, [--] engagements


"With $XBI down -18% over past [--] trading days & [--] Healthcare stocks making 52-week lows today the percent of top [---] #biotech stocks above their 50-day moving average at 17% is nearing oversold threshold of 15% last hit on Oct 27th the very low of the -30% June to October meltdown. $IBB"  
[X Link](https://x.com/EdenRahim/status/1780690410177745344)  2024-04-17T20:10Z [----] followers, 16.3K engagements


"@SnupSnus @Sports_bios On the pantheon of great biotech value destroyers over the decades: Blum Pops and don't forget Sandy at SGMO"  
[X Link](https://x.com/EdenRahim/status/1793458906842153154)  2024-05-23T01:48Z [----] followers, [---] engagements


"So I guess for the 10s of billions $ O'Day has funnelled to make $GILD an Oncology company any value it creates is an a HIV company"  
[X Link](https://x.com/EdenRahim/status/1803782284702617899)  2024-06-20T13:29Z [----] followers, [---] engagements


"Phathom $PHAT Announces FDA Approval of VOQUEZNA (vonoprazan) Tablets for Relief of Heartburn Associated with Non-Erosive GERD in Adults https://investors.phathompharma.com/news-releases/news-release-details/phathom-pharmaceuticals-announces-fda-approval-voqueznar-0 https://investors.phathompharma.com/news-releases/news-release-details/phathom-pharmaceuticals-announces-fda-approval-voqueznar-0"  
[X Link](https://x.com/EdenRahim/status/1813908385999261866)  2024-07-18T12:07Z [----] followers, [---] engagements


"Its just one day but yesterday was a "Recession-is-coming" themed day with Defensive signals decisive while cyclicals were pounded. $TNX $shy $tip $xlu $xlp $xlv $xly $xrt $xtn $xle $xme $ffty"  
[X Link](https://x.com/EdenRahim/status/1819327264498028735)  2024-08-02T10:59Z [----] followers, [----] engagements


"@KazzBio O'day has spent 10s of billions in debt trying to wean GILD away from HIV to become an oncology co yet the big wins and source of valuation remains HIV approaching a decade later"  
[X Link](https://x.com/EdenRahim/status/1834216295459344725)  2024-09-12T13:03Z [----] followers, [--] engagements


"Stealthy strength in today's #biotech tape with 88% of components of $IBB & $XBI advancing. Unthinkably almost acting like a bull market 1) 16% of top [---] bios within 5% of a [--] week High has a long way to go to 25%-30% 2) along with 49% 200-day MA vs 60% & 80% thresholds and 3) 52% 50-DMA vs +80% expected at trading top"  
[X Link](https://x.com/EdenRahim/status/1834612328928551049)  2024-09-13T15:17Z [----] followers, [----] engagements


"During Q3 Rate spread conditions dramatically improved bullishly for #biotech to the best since the covid crash in March [----] after returning to hostile in Q2 as it was for most of 2021-2022. When short rates FFR by +25 bps OR shrink from [---] bps to zero conditions tighten for biotech. When the reverse occurs its a tailwind for $IBB and $XBI"  
[X Link](https://x.com/EdenRahim/status/1836395818942640266)  2024-09-18T13:24Z [----] followers, [----] engagements


"$IBB weekly Put volumes have ballooned to 3X average and the Put-to-Call ratio has similarly doubled to 5-to-1. The $XBI Put volumes have more than doubled. Sentiment is quantifiably bearish and downside bets have been placed in #biotech. Sentiment is sanguine everywhere else except Junk Bonds $HYG. Crypto ETFs are giddy with Call volume"  
[X Link](https://x.com/EdenRahim/status/1859347747276476792)  2024-11-20T21:27Z [----] followers, [----] engagements


"TOP [--] $XBI VOLUME DAYS % CHG and CIRCUMSTANCES"  
[X Link](https://x.com/EdenRahim/status/1860049556534382631)  2024-11-22T19:55Z [----] followers, [----] engagements


"@NewLowObserver Excellent find. A decade before in [----] a gigantic short squeeze in North Pacific stock brought down investors and firms resulting in the panic of 1901"  
[X Link](https://x.com/EdenRahim/status/1861604742297800953)  2024-11-27T02:55Z [----] followers, [--] engagements


"@NewLowObserver This is just outstanding"  
[X Link](https://x.com/EdenRahim/status/1861790156400791719)  2024-11-27T15:12Z [----] followers, [--] engagements


"Terrific chart from ISI on obesity drug development ecosystem $VKTX $LLY $NVO #obesity"  
[X Link](https://x.com/EdenRahim/status/1862579977880748221)  2024-11-29T19:30Z [----] followers, 21.8K engagements


"An almost 4-year breakout in $NARI today"  
[X Link](https://x.com/EdenRahim/status/1867011566727729180)  2024-12-12T01:00Z [----] followers, [----] engagements


"Talk about 'Slope-of-Hope. #bitcoin -17% from high [--] days ago yet $BITO Put-Call ratio off-the-charts euphoric with [--] Calls being bot for every Put over past month & 20-to-1 over past [--] days. Naturally crowded Put buyers in $XBI continue to be rewarded"  
[X Link](https://x.com/EdenRahim/status/1872726450438324429)  2024-12-27T19:29Z [----] followers, [---] engagements


"Breadth indicators on top [---] #biotech cos. 1) % within 5% of 52-week Low at 17% has captured [--] out of [--] trading lows since the June [----] low. 2) % within 5% of a 52-week High at 3% has occurred at [--] of past [--] trading lows 3) At 23% the measure of bios above their 50-da moving average in near the 20%-22% that caught [--] of the past [--] trading lows in $IBB and $XBI Only the despairing low in Nov [----] registered deeper over sold readings since the crash low in June 2022"  
[X Link](https://x.com/EdenRahim/status/1874567555152777624)  2025-01-01T21:25Z [----] followers, [----] engagements


"Mercifully coming into today $NARI was our 4th largest holding at 3.8% weight and the futility of a one-year drought of takeovers is over. It's our 15th over the past [--] years and 36th of career. So many false starts and unsustained rallies in this sector since the July [----] top that only takeovers seem to revalue companies in a way investors won't"  
[X Link](https://x.com/EdenRahim/status/1876385331504959633)  2025-01-06T21:48Z [----] followers, [----] engagements


"@biofeed Wow what a memory Sadly i sold out of $ITCI in the $70s after buying in at $9 when their 2nd phase [--] calypta trial failed due to an unexpected better placebo response"  
[X Link](https://x.com/EdenRahim/status/1878618529861423255)  2025-01-13T01:42Z [----] followers, [---] engagements


"Major ROTATION inside $SPY today under the cover of a [---] pt drop. 3) High beta $SPHV plunged relative to Low Vol $SPLV 4) High torque Mo stocks of IBD [--] plunged -9% $FFTY 5) Meanwhile Long yields $TNX dropped [--] bps as 6) $TLT rose +1%. 7) Remarkably % of stocks above 200-day MA ROSE from 62% to 66% and 8) above 50-day from 51% to 61%. 9) Risk off defensives Staples $XLP & 10) Large cap Healthcare $XLV surged & 11) Large Cap Biotech $IBB finally broke out vs the $QQQ"  
[X Link](https://x.com/EdenRahim/status/1883990796178711008)  2025-01-27T21:29Z [----] followers, [---] engagements


"@_MLFootball As a @Saints fan I painfully know what this feels like. Brees and Payton had a winning record against Belichick and Brady and would have been the worthy opponent in the SB instead of the Rams who got ground into the dust. https://www.youtube.com/watchv=EIrGoy4CC5Q&ab_channel=ABCNews https://www.youtube.com/watchv=EIrGoy4CC5Q&ab_channel=ABCNews"  
[X Link](https://x.com/EdenRahim/status/1885166020488269903)  2025-01-31T03:19Z [----] followers, [---] engagements


"$USDCAD has broken out to [--] year highs +1.7% to [------] a huge move for a currency. This is going to painful"  
[X Link](https://x.com/EdenRahim/status/1886145056983171442)  2025-02-02T20:09Z [----] followers, [----] engagements


"The winning in #biotech never ceases: $QQQ UP $XBI DOWN -1.4% $AVDL DOWN - Initiated with BUY at Deutsche $BBIO DOWN - EU APPROVAL $CRNX DOWN - Initiated with BUY at TD $XENE DOWN - Initiated with BUY at Deutsche"  
[X Link](https://x.com/EdenRahim/status/1889357229398114342)  2025-02-11T16:54Z [----] followers, [----] engagements


"Remarkably literally no one is interested in Calls on the $IBB over the past month (7-to-1 Put-to-Call ratio average daily) and especially over the past week (24-to-1 Put-to-Call ratio). Looks like everyone is on one side of the boat. #biotech"  
[X Link](https://x.com/EdenRahim/status/1889790659323744270)  2025-02-12T21:36Z [----] followers, [----] engagements


"Absolute monsoon of SMID #biotech reporting next week. Here's a sampling of names with - Q4 [----] EPS & Rev estimates. - full year [----] & [----] Revenue & EPS estimates - 2025/2026 est Revenue % change & -30-D Implied Volatility. * Bold denotes that revenues matter"  
[X Link](https://x.com/EdenRahim/status/1892936300648386901)  2025-02-21T13:55Z [----] followers, [----] engagements


"#biotech continues to ebb and flow with the direction of bond prices ( $TLT ) & Real Interest rate ( $TIP ) proxies on a quarterly basis especially in the post-ZIRP era. $IBB $XBI"  
[X Link](https://x.com/EdenRahim/status/1896206964990095787)  2025-03-02T14:32Z [----] followers, [---] engagements


"$IBB Put-to-Call ratio off the charts over the past week and month at 24-to-1 and 12-to-1. Bearish bets being piled on precisely at the cusp of a risk-off / rate-peak rotation that might benefit it and #biotech"  
[X Link](https://x.com/EdenRahim/status/1896970973636915506)  2025-03-04T17:08Z [----] followers, [---] engagements


"With $XBI down -20% from Nov 11th high to yesterday's low several indicators have cycled back to oversold: 1-The % of #biotech cos 50-dma down to 22%. Only phases of declines -30% see readings 15% such as Oct [----] & June [----]. 2-The % of bios 200-dma at 25% near buy. Only major bear market lows breach 10%. 3-The % of bios within 5% of 1-yr High clustering around 5% down from 15% in Nov & +20% a year ago. 4-The % of bios within 5% of 1-yr Low surge to 33% from 5% in Nov. 5-The 5-D and 20-D $IBB Put/Call ratio went Supernova at 24:1 and 12:1 as bearish bets were placed"  
[X Link](https://x.com/EdenRahim/status/1897387590472376751)  2025-03-05T20:43Z [----] followers, [----] engagements


"% #biotech cos Above 200-DMA has corrected back to trend of major lows in May/June [----] & Nov [----]. Probably not the worst place to plant a stake. $IBB $XBI"  
[X Link](https://x.com/EdenRahim/status/1899908961777676752)  2025-03-12T19:42Z [----] followers, [----] engagements


"For #biotech this passes for 'blood-in-the-streets'. FWIW: 1) Percent of Bios within 5% of a 1-Yr Low at 50% is now the highest reading since the mid-May [----] Low. 2) Percent of Bios 50-D average at 12% matches the exact readings of the $IBB price low days of $106 on May 11th [----] & $116 on Oct 23rd 2023"  
[X Link](https://x.com/EdenRahim/status/1906714506966770042)  2025-03-31T14:25Z [----] followers, 26K engagements


"In the latest leg of the #biotech bear market that began in Feb [----] since the November Peak the returns are: $IBB -20% $XBI -30% #MSXXNCBP -52% $BBC -52%"  
[X Link](https://x.com/EdenRahim/status/1908172007096598582)  2025-04-04T14:57Z [----] followers, [----] engagements


"#biotech indicator extremes match or eclipse dire readings at prior lows. 1) % of Bios [--] DMA sunk to single digits. Each [--] prior times readings achieved this threshold since the meltdown -66% low in May/June [----] rallies of +13% +29% +10% +25% & +20% ensued for the $IBB 2) % of Bios above their 200-DMA matched the extreme of said May/june major Low that held for [--] months 3) With a mind boggling [---] new 1-yr lows in Healthcare/Biotech the % of Top [---] bios within 5% of a 1-yr Low at 60% again equaled the crash low of May [----]. Can you imagine how much worse it is among the microcap bios $XLV"  
[X Link](https://x.com/EdenRahim/status/1909300804164763686)  2025-04-07T17:42Z [----] followers, 40K engagements


"$JNJ CARVYKTI revenue $369 mil vs $316 mil consensus. 16% delta. $LEGN"  
[X Link](https://x.com/EdenRahim/status/1912124286543802773)  2025-04-15T12:42Z [----] followers, [---] engagements


"@Sanctuary_Bio @avidresearch Remember [--] years ago when $ILMN didn't sell out to Roche at $55 A few years later it was $500. Great move by management"  
[X Link](https://x.com/EdenRahim/status/1915542132217069648)  2025-04-24T23:03Z [----] followers, [---] engagements


"@ChrisBumsteadX @monaco_biotech Good management holdnout for their price. I remember when BMY bot out Medarex in [----] in the teeth of the GFC for almost 100% premium. Worst imaginable conditions. Win win"  
[X Link](https://x.com/EdenRahim/status/1915607517389803835)  2025-04-25T03:23Z [----] followers, [---] engagements


"Spot on In Sept [----] I sold out my fund's holding in the high teens after management decided to pivot back to heavy early-stage oncology spending flipping from in sight +ve cash flow on the back of Egrifta and Trogarzo and sustainability. They intended to flip back to minus $35-$40 mill annual R&D burn. I said sayonara. I repurchased that position [--] months ago after the market had imposed its discipline down over -90% and management found religion and put profitability back as THE priority. Kudos to Soleus for catalyzing this"  
[X Link](https://x.com/EdenRahim/status/1918721884218122262)  2025-05-03T17:38Z [----] followers, [---] engagements


"@AppleHelix This would account for why anecdotally I've observed chronically weak $BIIB going bid on some on some bad market days"  
[X Link](https://x.com/EdenRahim/status/1928436950987354573)  2025-05-30T13:02Z [----] followers, [---] engagements


"$NAMS https://www.biopharmadive.com/news/newamsterdam-alzheimers-biomarkers-drug-cardiovascular-trial/750216/ https://www.biopharmadive.com/news/newamsterdam-alzheimers-biomarkers-drug-cardiovascular-trial/750216/"  
[X Link](https://x.com/EdenRahim/status/1933910864144334968)  2025-06-14T15:34Z [----] followers, [---] engagements


"#biotech relative to the S&P [---] vs 10-Yr Yield Inverted (blue) from Ari Wald at Oppenheimer corroborates similar charts I have posted over the years correlating biotech to changes in rates. $XBI $BB"  
[X Link](https://x.com/EdenRahim/status/1944873860194820470)  2025-07-14T21:37Z [----] followers, [---] engagements


"Remarkable the extent to which the ebb and flow of $XBI performance relative to the S&P500 has trended with the performance of the long duration bond ETF $TLT. Likely due to conditions favorable or unfavorable to long duration assets vs "cash-flow now" asset classes"  
[X Link](https://x.com/EdenRahim/status/1945535319383634308)  2025-07-16T17:25Z [----] followers, [----] engagements


"$APLS reports Q2. Will be at billion $ revenue run rate off [--] approvals by next year and "future product sales expected to be sufficient to fund business to sustainable profitability". FYI available at an 80% off sale. https://investors.apellis.com/news-releases/news-release-details/apellis-pharmaceuticals-reports-second-quarter-2025-financial https://investors.apellis.com/news-releases/news-release-details/apellis-pharmaceuticals-reports-second-quarter-2025-financial"  
[X Link](https://x.com/EdenRahim/status/1950882379586744795)  2025-07-31T11:32Z [----] followers, [----] engagements


"@TheCinesthetic Lives of Others"  
[X Link](https://x.com/EdenRahim/status/1956713165250547878)  2025-08-16T13:42Z [----] followers, 295.8K engagements


"@bradloncar Brad especially on days like today when [--] holdings topped the right side. Unfortunately over the past [--] years more names made the Wall-of-Shame side of the ledger"  
[X Link](https://x.com/EdenRahim/status/1970992229033574519)  2025-09-24T23:22Z [----] followers, [---] engagements


"@bradloncar Brad I think it has. This was the capitulation abyss on April 7th when trustworthy indicators all registered 90th percentile multidecade extremes. https://x.com/EdenRahim/status/1909300804164763686s=19 #biotech indicator extremes match or eclipse dire readings at prior lows. 1) % of Bios [--] DMA sunk to single digits. Each [--] prior times readings achieved this threshold since the meltdown -66% low in May/June [----] rallies of +13% +29% +10% +25% & +20% ensued for the $IBB https://t.co/4QNt1LsByD https://x.com/EdenRahim/status/1909300804164763686s=19 #biotech indicator extremes match"  
[X Link](https://x.com/EdenRahim/status/1971002335481733512)  2025-09-25T00:02Z [----] followers, [---] engagements


"Canada Household Debt Ratio Reaches Record 163.3% in 4th Quarter http://t.co/kKCWV0cNdV via @business http://bloom.bg/1xgcNN3 http://bloom.bg/1xgcNN3"  
[X Link](https://x.com/EdenRahim/status/576286188333563904)  2015-03-13T07:38Z [----] followers, [--] engagements


"Doubling down after a 60% loss is a great move - Nick Leeson $VRX"  
[X Link](https://x.com/EdenRahim/status/668948954881482752)  2015-11-24T00:27Z [----] followers, [--] engagements


"Strong midcap #Biotech tape: multi-month breakouts $AXON $DERM $HALO $NBIX $ONCE $RARE $SGYP $STML $VTVT $FGEN $TSRO"  
[X Link](https://x.com/EdenRahim/status/777617598137499648)  2016-09-18T21:17Z [----] followers, [--] engagements


"Not often over past [--] mths has #Biotech stolen Victory from Jaws of Defeat from -3% to +1%. $LLY $BIIB $JUNO open called for Fetal position"  
[X Link](https://x.com/EdenRahim/status/801531782713790464)  2016-11-23T21:04Z [----] followers, [--] engagements


"VIDEO: My #Biotech conversation with perceptive @amberkanwar @bradloncar @NextEdgeCapital $ACAD $PTLA $NBIX $SGYP http://www.bnn.ca/video/best-buying-opportunity-in-biotechs-in-22-years1028989 http://www.bnn.ca/video/best-buying-opportunity-in-biotechs-in-22-years1028989"  
[X Link](https://x.com/EdenRahim/status/817051242249732096)  2017-01-05T16:52Z [----] followers, [--] engagements


"Market #Ingressia addresses. Clean label no contraindications & room for label expansion $NBIX @NextEdgeCapital #Biotech"  
[X Link](https://x.com/EdenRahim/status/851916152603389953)  2017-04-11T21:53Z [----] followers, [--] engagements


"This #Cycle entirely crowded by #Bond not #Equity Inflows. Equities merely shifted to Low-Fee Passive vs Active. Escalator Up Elevator"  
[X Link](https://x.com/EdenRahim/status/887742597229424642)  2017-07-19T18:35Z [----] followers, [--] engagements


"'Growth by shrinking'. I will be discussing $VRX earnings with @amberkanwar on @BNN at [-----] am #Biotech @NextEdgeCapital"  
[X Link](https://x.com/EdenRahim/status/894897580345307136)  2017-08-08T12:26Z [----] followers, [--] engagements


"$AXON Impl Vol chgs was textbook [--] mth run up to Binary event. 1-Vols elevate 50% [--] mth prior 2-go Supernova mth prior 3-Collapse post event"  
[X Link](https://x.com/EdenRahim/status/913119368413958144)  2017-09-27T19:13Z [----] followers, [--] engagements


"Good table from Salim Syed comparing the Anti-Amyloid antibodies addressing #Alzheimers $BIIB"  
[X Link](https://x.com/EdenRahim/status/943844337410019329)  2017-12-21T14:03Z [----] followers, [--] engagements


"$NBIX blew Q4 away as it did Q3 & Q2 with $64 mill INGREZZA vs $50 mill consensus. Migration to [--] mg vs [--] mg now 55% to 45%. Psychiatrist like VMAT2i class in TD http://phoenix.corporate-ir.net/phoenix.zhtmlc=68817&p=RssLanding&cat=news&id=2325238 http://phoenix.corporate-ir.net/phoenix.zhtmlc=68817&p=RssLanding&cat=news&id=2325238"  
[X Link](https://x.com/EdenRahim/status/950146614378876929)  2018-01-07T23:26Z [----] followers, [--] engagements


"#BIOTECH cycles from [----] to [----] via the Amex Biotech index $BTK. The 1988-92 cycle was actually more than 10X but data begins Oct [----]. That cycle peaked with $GILD IPO at H&Q in Jan [--]. $IBB $XBI"  
[X Link](https://x.com/EdenRahim/status/953720813840199681)  2018-01-17T20:08Z [----] followers, [--] engagements


"UP BY THE ESCALATOR DOWN BY THE ELEVATOR. What do [--] CORRECTIONS since the [----] Crisis have in common Speed Magnitude & Duration Averaging -12% over [--] trading days $SPY $QQQ $IBB $VIX $UVXY @BloombergCA @NextEdgeCapital http://www.nextedgecapital.com/wp-content/uploads/2017/04/Eden_BlogPost.pdf http://www.nextedgecapital.com/wp-content/uploads/2017/04/Eden_BlogPost.pdf"  
[X Link](https://x.com/EdenRahim/status/961958100377972736)  2018-02-09T13:40Z [----] followers, [--] engagements


"Thursday $INCY will guide on readout of ECHO-301. If Pre-June expiry then will bump Junes Vols [--] pts. If after then July vols when listed Monday will trade rich. Favors Jun/Jul - Sept Double-Diagonal like $VRTX binary readout back in April 2013"  
[X Link](https://x.com/EdenRahim/status/963542446549368832)  2018-02-13T22:36Z [----] followers, [--] engagements


"$VRX less complacent & sanguine that it was last quarter that made it vulnerable. But still not a low risk bullish set up. 5-day Put/Call ratio is neutral. Much of the 100% rally from a year ago fueled by Short positions declining from [--] mill to [--] mill shares"  
[X Link](https://x.com/EdenRahim/status/993656135344377856)  2018-05-08T00:57Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@EdenRahim Avatar @EdenRahim Eden

Eden posts on X about $xbi, $ibb, $legn, $biib the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

  • [--] Week [---] +565%
  • [--] Month [---] -32%
  • [--] Months [------] -57%
  • [--] Year [------] +4.80%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +50%
  • [--] Month [--] -20%
  • [--] Months [--] +6.90%
  • [--] Year [--] +44%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.11%
  • [--] Month [-----] no change
  • [--] Months [-----] +4%
  • [--] Year [-----] +17%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence stocks 38.83% finance 20.39% cryptocurrencies 16.5% travel destinations 1.94% countries 1.94%

Social topic influence $xbi 17.48%, $ibb 17.48%, $legn #28, $biib 4.85%, legn #28, $gild 3.88%, $tlt 3.88%, $jnj 2.91%, threshold 2.91%, $spy 2.91%

Top accounts mentioned or mentioned by @bradloncar @nextedgecapital @inthemoneypod @sportsbios @saints @newlowobserver @amberkanwar @bnnbloomberg @biotechtv @deepsouthdoctor @melissalmrogers @ryangerritsen @wyv123 @stocktwits @biopharmadive @funtleyder @cnbc @alexpitti @baystreetamber @fhoro

Top assets mentioned Legend Biotech Corp (LEGN) Biogen Inc (BIIB) Gilead Sciences, Inc. (GILD) Johnson & Johnson (JNJ) SPDR S&P [---] ETF Trust (SPY) Neurocrine Biosciences, Inc. (NBIX) Xenon Pharmaceuticals Inc (XENE) BioMarin Pharmaceutical, Inc. (BMRN) Incyte Corporation (INCY) Illumina, Inc. (ILMN) Vertex Protocol (VRTX) Intuitive Surgical, Inc. (ISRG) CRISPR Therapeutics AG (CRSP) Eli Lilly and Company (LLY) Inari Medical, Inc. (NARI) TG Therapeutics, Inc. (TGTX) NeurAxis, Inc. (NRXS) Arcellx, Inc. (ACLX) Fenerbahçe Token (FB) Procter & Gamble (PG) Sarepta Therapeutics, Inc. (SRPT) Bluefin (BLUE) Sage Therapeutics, Inc (SAGE) Amgen, Inc. (AMGN) Seagen Inc (SGEN) Alnylam Pharmaceuticals, Inc. (ALNY) Regeneron Pharmaceuticals Inc (REGN) Bristol-Myers Squibb Co (BMY) Moderna Inc (MRNA) Intellia Therapeutics, Inc (NTLA) BEAM (BEAM) Basilisk (BSX) Stryker Corporation (SYK) 10x Genomics, Inc. Class A Common Stock (TXG) Measurable Data Token (MDT) Edwards Lifesciences Corp (EW) Zimmer Biomet Holdings Inc (ZBH) Arcblock (ABT) GLOBUS MEDICAL INC (GMED) Exelixis Inc (EXEL) Krystal Biotech, Inc. Common Stock (KRYS) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Schrodinger, Inc. (SDGR) RxSight, Inc. (RXST) ShockWave Medical, Inc. (SWAV) TransMedics Group, Inc. Common Stock (TMDX) Haemonetics Corporation (HAE)

Top Social Posts

Top posts by engagements in the last [--] hours

"Discussing #biotech on @BNNBloomberg including $LEGN $TGTX & $ACOG https://www.bnnbloomberg.ca/video/shows/the-open/2025/11/04/legend-biotech-corp-to-see-profit-growth-from-2026-onward-rahim/ https://www.bnnbloomberg.ca/video/shows/the-open/2025/11/04/legend-biotech-corp-to-see-profit-growth-from-2026-onward-rahim/"
X Link 2025-11-04T20:18Z [----] followers, [----] engagements

"$LEGN discussing earnings on @BiotechTV https://www.biotechtv.com/post/legend-biotech-november-13-2025 https://www.biotechtv.com/post/legend-biotech-november-13-2025"
X Link 2025-11-19T18:47Z [----] followers, [---] engagements

"$NRXS NeurAxis Achieves Major Milestone with AMA Category I CPT Code Now in Effect Establishing a Permanent Reimbursement Pathway https://ir.neuraxis.com/news-releases/news-release-details/neuraxis-achieves-major-milestone-ama-category-i-cptr-code-now https://ir.neuraxis.com/news-releases/news-release-details/neuraxis-achieves-major-milestone-ama-category-i-cptr-code-now"
X Link 2026-01-08T13:10Z [----] followers, [---] engagements

"$JNJ reports Q3:2025 Total #CARVYKTI revenue of $524 mill +83% vs Q3:24. US revenues were $396 mill + 53% vs Q3:24. $LEGN"
X Link 2025-10-14T12:11Z [----] followers, [----] engagements

"@DeepSouthDoctor Indeed you can buy $XENE near its reaction high [--] yrs ago despite quality validating data during that perod and the July Calls implied volatility is still a gift at 70%. That will be +100% as game-changing binary approaches"
X Link 2026-01-17T14:34Z [----] followers, [---] engagements

"@MelissaLMRogers @ryangerritsen Of course all in the US are world changing innovation companies while here [--] of the [--] are part of a protected fee-grinding oligopoly protected from competition"
X Link 2026-02-09T00:27Z [----] followers, [---] engagements

"Today i'll focus on [--] Options based sentiment indicators on the $XBI : 1) 10-Day CALL-to-PUT ratio & 2) 25-Delta Call-to-Put SKEW. -- The C/P did spike almost to the sell threshold around 2.5X but has settled back down to neutral. -- Similarly the SKEW spiked up to warning zone of [----] as a whiff of FOMO set in a couple of weeks ago but has quickly pulled back. The reading [----] at the April lows was the lowest such reading in exactly [--] years seen during the Covid crash. -- It's good that sentiment is not excessive even though $biotech has remained resilient & uncharacteristically a market RS"
X Link 2025-11-19T14:58Z [----] followers, [---] engagements

"Updated from [--] months ago $XBI Short Interest as Percent of Units O/S stands at 115%. Still elevated Short Interest but down as % of units June 13th zenith for this cycle of 143%. #biotech has predictably marched upward relentlessly with bushfires of FOMO beginning to erupt sporadically. $IBB The mid-June 143% of $XBI units short as percent of Units outstanding is highest since April 3rd [----] Covid crash low reading of 155%. XBI subsequently rallied from $75 to $170 (+125%) at the Feb [----] peak from where our hangover persists. Similarly after low in July [----] https://t.co/Mn3Grw0uew The"
X Link 2025-11-26T20:06Z [----] followers, [----] engagements

"2-year % Change in MARGIN DEBT eclipsed 80% threshold for the first time since June [----] & September [----]. The 18-month 1-yr and 6-mth still lagging a bit so continued expansion in 1H:26 will tell the tale. $SPY $QQQ $IBB $XBI"
X Link 2025-12-24T14:31Z [----] followers, [---] engagements

"$LEGN $4.8 Bill EV ($1.1 bill Cash) nearing $1 bill revenues & profitable by Q4 then explosive growth post supply bottleneck. 5-yr functional cure data in 4L MM. $ACLX $4.1 bill EV ($450 mill Cash) 3-4 years behind will burn another billion by the time it gets to market. #biotech as irrational 'same as it ever was' https://twitter.com/i/web/status/1974124204845834242 https://twitter.com/i/web/status/1974124204845834242"
X Link 2025-10-03T14:47Z [----] followers, [----] engagements

"@wyv_123 Probably back to the big multiyear breakout level at [---] should do it. Reminds me of 2H:98 2H:2011 & 1H:2016. Big M&A in the [--] following qtrs. I had [--] of my cos. acquired between Q3:2016 & Q1:2017"
X Link 2021-12-06T03:56Z [----] followers, [--] engagements

"Yesterday's $FB wipeout reminiscent of similar times market turned on its own & took thematic leaders to woodshed coincident with prior cycle tops: 1) Cendant - Apr [----] (A-D line with it) 2) $PG - Mar [----] 3) Microstrategy - Mar [----] 4) Amer Home Mort - Jul [----] @StockTwits"
X Link 2018-07-27T11:06Z [----] followers, [--] engagements

"$BIIB $5 Bill Buyback. Growth problem solved They must have seen how well that worked for $GILD and $CELG on their descent to -50% declines that they decided it was worth repeating"
X Link 2019-03-25T12:59Z [----] followers, [--] engagements

"$GLPG Barclays anticipating Filgotnib Finch [--] / [--] data as early as after close. Efficacy not the concern. Class effect Thromboembolic events seen with other JAK Inhibitors is most recently with Xeljanz. TE 0.5% acceptable. $GILD owns 13.3%"
X Link 2019-03-28T15:20Z [----] followers, [--] engagements

"Chart from Goldman comparing EV / Fwd REV of commercial SMID #Biotech cos against 11X benchmark that Oncology cos like Medivation were acquired at. Not sure what it should be for Gene Therapy & CNS platform Cos $SRPT $ONCE $BLUE $BMRN $NBIX $SAGE"
X Link 2019-05-04T19:22Z [----] followers, [--] engagements

"Terrific read on extreme ups and downs of $NBIX and its ability to rebound after not one but TWO knockout punches. Unblinded: CEO Kevin Gorman on Neurocrine's rise fall and future via @BioPharmaDive https://www.biopharmadive.com/news/unblinded-neurocrine-ceo-kevin-gorman-biotech-industry-maturity/555396/utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter%20Weekly%20Roundup:%20BioPharma%20Dive%2006-22-2019&utm_term=BioPharma%20Dive%20Weekender"
X Link 2019-06-22T15:40Z [----] followers, [--] engagements

"Perhaps this is what the 9th inning of a 40-year Bull market looks like: SuperNova capitulation to the trend. $TLT"
X Link 2020-03-06T16:24Z [----] followers, [--] engagements

"Profitable #Biotech Cos in the S&P has only once before been this inexpensive relative to the expanding S&P P-E. That was in [----] after a -75% bear market. just prior to a [--] year +1000% bull market. $IBB $XBI"
X Link 2020-05-14T19:22Z [----] followers, [--] engagements

"$BIIB Under-the-radar readout mid-yr Opicinumab Anti-Lingo 72-week AFFINITY trial (n=240) in Relapsing #MS pat. When SYNERGY missed [--] yrs ago it was less effective in Sec. Prog. patients & tumbled $265 - $210 (-$15 Bil). But w no pulse in 3-mth OTM Impl Vol. makes int. set-up"
X Link 2020-05-29T18:01Z [----] followers, [--] engagements

"Past [--] weeks large cap #biotech in the $IBB has endured severe beat downs despite mostly good EPS $AMGN -$25 -10% $ALXN -$20 -17% $ALNY -$35 -21% $BMRN -$20 -15% $GILD -$10 -13% $ILMN -$60 -15% $INCY -$18 -16% $NBIX -$27 -20% $REGN -$70 -11% $SGEN $35 -19% $VRTX -$30 -10%"
X Link 2020-08-11T15:51Z [----] followers, [--] engagements

"This day in [----] $BMY completed one of the greatest #biotech acquisitions ever of Medarex from whom it got Anti-CTLA-4 Yervoy & PD-1 inhibitor Opdivo that put I-O on map To me GOAT is $JNJ of Centocor [--] yrs ago then largest holding for blockbusters Reopro & Remicade"
X Link 2020-08-31T11:11Z [----] followers, [--] engagements

"Only Secretariat had a bigger lead. From Cowen survey on which #biotech will be the worst [----] performer. Envelope please: $BIIB"
X Link 2021-04-21T21:34Z [----] followers, [--] engagements

"Its that kind of market where $MRNA responds way better to $BNTXs blowout earnings beat than BioNTech does or than MRNA responded to its own marginal beat. The Mo is in full control"
X Link 2021-08-09T18:53Z [----] followers, [--] engagements

"19 yrs ago this week $GILD stole holding in Triangle Pharma for paltry 33% prem ($4.50-$6) or $500 mill. Its novel QD pill Coviracil combined w GILD Viread became multi-bill blockbuster Truvada. Imagine if Welch had done a partnership instead of being acquired"
X Link 2021-12-05T12:50Z [----] followers, [--] engagements

"When I first bot $ISRG in [----] Les @Funtleyder was the only analyst of [--] that was bullish. He followed that with a terrific Healthcare investing book I had the privilege of reading draft before going to print. Always worth seeing his insights on @CNBC https://cnb.cx/3G5TSB4 https://cnb.cx/3G5TSB4"
X Link 2023-03-30T18:00Z [----] followers, [----] engagements

"What a round trip for #CRISPR companies. Collectively $CRSP $NTLA & $BEAM are back to $9 bill cap except this time almost half of that $4 bill is cash. A light years from 2021"
X Link 2023-04-05T17:39Z [----] followers, [----] engagements

"@Alex__Pitti As is $ISRG $BSX $SYK $EW $ZBH $TXG $ABT $MDT $GMED . Not sure what's behind this"
X Link 2023-05-23T19:24Z [----] followers, [---] engagements

"I guess the pavlovian "Sell-the-launch" is in full gear in $BIIB. But unlike the usual suspects it's not extended into approval nor are initial expectations high. Are odds greater that is see's $220 again before $380"
X Link 2023-06-12T13:56Z [----] followers, [---] engagements

"It was a privilege again discussing #biotech with @baystreetamber. Always welcoming erudite & discerning of a complex subject. Apology @fhoro for name-dropping our Feb [----] recommendation of Medivation at $31 in context of talking about $EXEL. Also mentioned $CLPT & $PLX @EdenRahim Portfolio Manager for the Next Edge Biotech and Life Sciences Opportunities Fund joined BNN Bloomberg today with top picks in biopharma: Exelixis Inc. Protalix Biotherapeutics Inc. and Clearpoint https://t.co/X0NvpCFV7f the interview now: https://t.co/n8Jp4IKfwA @EdenRahim Portfolio Manager for the Next Edge"
X Link 2023-08-03T18:51Z [----] followers, [----] engagements

"Been a rough few days for the leading emerging SMID #biotech such as $KRYS $MDGL $SDGR & $VRNA & #medtech $RXST $SWAV $TMDX. While large caps HC was a haven yesterday $XLV the SMIDs imploded"
X Link 2023-08-08T10:22Z [----] followers, [----] engagements

"@MattGertz I guess being the single largest shareholder in Pharmasset that developed mega-blockbuster Harvoni perhaps the biggest biotech therapy ever and acquired by GILD in Nov [----] at $11 bill while in Phase [--] doesn't count. Nor the multiple approvals from his holding company Roviant"
X Link 2023-08-24T19:23Z [----] followers, [----] engagements

"@bradloncar @Sports_bios The very best opportunities emerge during forced liquidation when fundamentals are unchanged such as mid June & end of Dec last year. Deja Vu all over again"
X Link 2023-09-19T15:45Z [----] followers, [---] engagements

"You have to go back 30-years to relentless -75% Jan 1992-mid [----] #biotech bear to find the only other time in [--] years Bios have declined 3-years in a row. $XBI $IBB"
X Link 2023-09-22T13:26Z [----] followers, 15.6K engagements

"2/ Big difference between now vs then is the [----] & [----] bears were correcting prior +500% & +1000 multiyear bull markets. Now we are correcting a nothing exception selective Covid stock bull market off March [----] low"
X Link 2023-09-22T13:31Z [----] followers, [---] engagements

"As the ultimate Long-duration asset (heavy capital demands now for promise of risky distant future cash-flows) #biotech continues to by hypersensitive to hurdle of changing Real Rates and track the path of long bonds #TLT step-for-step. $XBI $IBB"
X Link 2023-09-22T17:55Z [----] followers, [----] engagements

"In real time the Percent of the top [---] #biotech cos trading above their 50-DMA has sunk to 15% the threshold from which [--] of the past [--] rallies have begun. Imagine how much worse it is for the next [---] bios. $IBB $XBI"
X Link 2023-09-22T18:35Z [----] followers, [----] engagements

"Screening only US #biotech cos at various inflection points over past [--] years it appears 37% of [---] bios are trading below net cash in contrast to 5% at zenith of cycle on Feb 8th [----]. #bloodinthestreets $IBB $XBI"
X Link 2023-09-22T20:37Z [----] followers, [----] engagements

"Mercifully my Fund's 5th holding acquired this year & 2nd biggest weight at 4.5% in yet another year of bare knuckle fighting in the mud for #biotech returns. Haemonetics $HAE Announces Agreement to Acquire OpSens $OPSSF at 68% premium. http://gcs-web.com http://gcs-web.com"
X Link 2023-10-10T10:57Z [----] followers, [----] engagements

"How dismal a liquidation day was it in #biotech For $XBI decliners pounded advancers 20:1 (124/6) & 12:1 (234/20) for $IBB. Pct of bios 50-d plunged from 24% to 12% today gunning for May [----] 30-year low of 6%. Only [--] new high & [--] new lows with [--] within 5% of New Lows"
X Link 2023-10-12T21:07Z [----] followers, [----] engagements

"On the pantheon of #biotech futility this super-bear has now ascended to the 2nd longest ever approaching [----] days as it grounds every small cap to dust where trading at cash is the new overpriced. $XBI down -61% is a stone's throw away from the -65% June 16th [----] low"
X Link 2023-10-13T12:58Z [----] followers, 21.3K engagements

"What a difference a week makes in #biotech when the interest rate outlook abates. Last bleak Friday 1) % of bios 50-dma dropped to June [----] lows 2) % bios within 5% of 52-week low rose to 2nd highest level of this bear 3) Units O/S in $IBB dropped to [--] year low & 4) $XBI short interest rose to [--] million units. Just when in biotech we've come to expect that "its darkest just before.it turns pitch black""
X Link 2023-11-03T16:39Z [----] followers, [----] engagements

"Vertex $VRTX and CRISPR $CRSP Therapeutics Announce Authorization of the First CRISPR/Cas9 Gene-Edited Therapy CASGEVY (exagamglogene autotemcel) by the United Kingdom MHRA for the Treatment of Sickle Cell Disease and Transfusion-Dependent Beta Thalassemia - #crispr"
X Link 2023-11-16T07:05Z [----] followers, [----] engagements

"@bradloncar "Just a flesh wound" - Black Knight (Monty Python). Brad it could be much worse: being a @saints fan post @drewbrees"
X Link 2023-12-25T20:32Z [----] followers, [---] engagements

"@ohadhammer Well before this sample were spectacular successes of JNJ's acquisition of Centocor in [--] AMGN takeover of Immunex in [--] and of course GILD's purchase of Pharmasset in [--]. Cumulative revenues were magnitudes of purchase cost"
X Link 2023-12-27T11:46Z [----] followers, [---] engagements

"@BioWino @NextEdgeCapital My cost is $0.90 and had a great chat with Dror in my office yesterday. Besides VKTX was a 4% weight"
X Link 2024-02-27T18:10Z [----] followers, [--] engagements

"With $XBI down -18% over past [--] trading days & [--] Healthcare stocks making 52-week lows today the percent of top [---] #biotech stocks above their 50-day moving average at 17% is nearing oversold threshold of 15% last hit on Oct 27th the very low of the -30% June to October meltdown. $IBB"
X Link 2024-04-17T20:10Z [----] followers, 16.3K engagements

"@SnupSnus @Sports_bios On the pantheon of great biotech value destroyers over the decades: Blum Pops and don't forget Sandy at SGMO"
X Link 2024-05-23T01:48Z [----] followers, [---] engagements

"So I guess for the 10s of billions $ O'Day has funnelled to make $GILD an Oncology company any value it creates is an a HIV company"
X Link 2024-06-20T13:29Z [----] followers, [---] engagements

"Phathom $PHAT Announces FDA Approval of VOQUEZNA (vonoprazan) Tablets for Relief of Heartburn Associated with Non-Erosive GERD in Adults https://investors.phathompharma.com/news-releases/news-release-details/phathom-pharmaceuticals-announces-fda-approval-voqueznar-0 https://investors.phathompharma.com/news-releases/news-release-details/phathom-pharmaceuticals-announces-fda-approval-voqueznar-0"
X Link 2024-07-18T12:07Z [----] followers, [---] engagements

"Its just one day but yesterday was a "Recession-is-coming" themed day with Defensive signals decisive while cyclicals were pounded. $TNX $shy $tip $xlu $xlp $xlv $xly $xrt $xtn $xle $xme $ffty"
X Link 2024-08-02T10:59Z [----] followers, [----] engagements

"@KazzBio O'day has spent 10s of billions in debt trying to wean GILD away from HIV to become an oncology co yet the big wins and source of valuation remains HIV approaching a decade later"
X Link 2024-09-12T13:03Z [----] followers, [--] engagements

"Stealthy strength in today's #biotech tape with 88% of components of $IBB & $XBI advancing. Unthinkably almost acting like a bull market 1) 16% of top [---] bios within 5% of a [--] week High has a long way to go to 25%-30% 2) along with 49% 200-day MA vs 60% & 80% thresholds and 3) 52% 50-DMA vs +80% expected at trading top"
X Link 2024-09-13T15:17Z [----] followers, [----] engagements

"During Q3 Rate spread conditions dramatically improved bullishly for #biotech to the best since the covid crash in March [----] after returning to hostile in Q2 as it was for most of 2021-2022. When short rates FFR by +25 bps OR shrink from [---] bps to zero conditions tighten for biotech. When the reverse occurs its a tailwind for $IBB and $XBI"
X Link 2024-09-18T13:24Z [----] followers, [----] engagements

"$IBB weekly Put volumes have ballooned to 3X average and the Put-to-Call ratio has similarly doubled to 5-to-1. The $XBI Put volumes have more than doubled. Sentiment is quantifiably bearish and downside bets have been placed in #biotech. Sentiment is sanguine everywhere else except Junk Bonds $HYG. Crypto ETFs are giddy with Call volume"
X Link 2024-11-20T21:27Z [----] followers, [----] engagements

"TOP [--] $XBI VOLUME DAYS % CHG and CIRCUMSTANCES"
X Link 2024-11-22T19:55Z [----] followers, [----] engagements

"@NewLowObserver Excellent find. A decade before in [----] a gigantic short squeeze in North Pacific stock brought down investors and firms resulting in the panic of 1901"
X Link 2024-11-27T02:55Z [----] followers, [--] engagements

"@NewLowObserver This is just outstanding"
X Link 2024-11-27T15:12Z [----] followers, [--] engagements

"Terrific chart from ISI on obesity drug development ecosystem $VKTX $LLY $NVO #obesity"
X Link 2024-11-29T19:30Z [----] followers, 21.8K engagements

"An almost 4-year breakout in $NARI today"
X Link 2024-12-12T01:00Z [----] followers, [----] engagements

"Talk about 'Slope-of-Hope. #bitcoin -17% from high [--] days ago yet $BITO Put-Call ratio off-the-charts euphoric with [--] Calls being bot for every Put over past month & 20-to-1 over past [--] days. Naturally crowded Put buyers in $XBI continue to be rewarded"
X Link 2024-12-27T19:29Z [----] followers, [---] engagements

"Breadth indicators on top [---] #biotech cos. 1) % within 5% of 52-week Low at 17% has captured [--] out of [--] trading lows since the June [----] low. 2) % within 5% of a 52-week High at 3% has occurred at [--] of past [--] trading lows 3) At 23% the measure of bios above their 50-da moving average in near the 20%-22% that caught [--] of the past [--] trading lows in $IBB and $XBI Only the despairing low in Nov [----] registered deeper over sold readings since the crash low in June 2022"
X Link 2025-01-01T21:25Z [----] followers, [----] engagements

"Mercifully coming into today $NARI was our 4th largest holding at 3.8% weight and the futility of a one-year drought of takeovers is over. It's our 15th over the past [--] years and 36th of career. So many false starts and unsustained rallies in this sector since the July [----] top that only takeovers seem to revalue companies in a way investors won't"
X Link 2025-01-06T21:48Z [----] followers, [----] engagements

"@biofeed Wow what a memory Sadly i sold out of $ITCI in the $70s after buying in at $9 when their 2nd phase [--] calypta trial failed due to an unexpected better placebo response"
X Link 2025-01-13T01:42Z [----] followers, [---] engagements

"Major ROTATION inside $SPY today under the cover of a [---] pt drop. 3) High beta $SPHV plunged relative to Low Vol $SPLV 4) High torque Mo stocks of IBD [--] plunged -9% $FFTY 5) Meanwhile Long yields $TNX dropped [--] bps as 6) $TLT rose +1%. 7) Remarkably % of stocks above 200-day MA ROSE from 62% to 66% and 8) above 50-day from 51% to 61%. 9) Risk off defensives Staples $XLP & 10) Large cap Healthcare $XLV surged & 11) Large Cap Biotech $IBB finally broke out vs the $QQQ"
X Link 2025-01-27T21:29Z [----] followers, [---] engagements

"@_MLFootball As a @Saints fan I painfully know what this feels like. Brees and Payton had a winning record against Belichick and Brady and would have been the worthy opponent in the SB instead of the Rams who got ground into the dust. https://www.youtube.com/watchv=EIrGoy4CC5Q&ab_channel=ABCNews https://www.youtube.com/watchv=EIrGoy4CC5Q&ab_channel=ABCNews"
X Link 2025-01-31T03:19Z [----] followers, [---] engagements

"$USDCAD has broken out to [--] year highs +1.7% to [------] a huge move for a currency. This is going to painful"
X Link 2025-02-02T20:09Z [----] followers, [----] engagements

"The winning in #biotech never ceases: $QQQ UP $XBI DOWN -1.4% $AVDL DOWN - Initiated with BUY at Deutsche $BBIO DOWN - EU APPROVAL $CRNX DOWN - Initiated with BUY at TD $XENE DOWN - Initiated with BUY at Deutsche"
X Link 2025-02-11T16:54Z [----] followers, [----] engagements

"Remarkably literally no one is interested in Calls on the $IBB over the past month (7-to-1 Put-to-Call ratio average daily) and especially over the past week (24-to-1 Put-to-Call ratio). Looks like everyone is on one side of the boat. #biotech"
X Link 2025-02-12T21:36Z [----] followers, [----] engagements

"Absolute monsoon of SMID #biotech reporting next week. Here's a sampling of names with - Q4 [----] EPS & Rev estimates. - full year [----] & [----] Revenue & EPS estimates - 2025/2026 est Revenue % change & -30-D Implied Volatility. * Bold denotes that revenues matter"
X Link 2025-02-21T13:55Z [----] followers, [----] engagements

"#biotech continues to ebb and flow with the direction of bond prices ( $TLT ) & Real Interest rate ( $TIP ) proxies on a quarterly basis especially in the post-ZIRP era. $IBB $XBI"
X Link 2025-03-02T14:32Z [----] followers, [---] engagements

"$IBB Put-to-Call ratio off the charts over the past week and month at 24-to-1 and 12-to-1. Bearish bets being piled on precisely at the cusp of a risk-off / rate-peak rotation that might benefit it and #biotech"
X Link 2025-03-04T17:08Z [----] followers, [---] engagements

"With $XBI down -20% from Nov 11th high to yesterday's low several indicators have cycled back to oversold: 1-The % of #biotech cos 50-dma down to 22%. Only phases of declines -30% see readings 15% such as Oct [----] & June [----]. 2-The % of bios 200-dma at 25% near buy. Only major bear market lows breach 10%. 3-The % of bios within 5% of 1-yr High clustering around 5% down from 15% in Nov & +20% a year ago. 4-The % of bios within 5% of 1-yr Low surge to 33% from 5% in Nov. 5-The 5-D and 20-D $IBB Put/Call ratio went Supernova at 24:1 and 12:1 as bearish bets were placed"
X Link 2025-03-05T20:43Z [----] followers, [----] engagements

"% #biotech cos Above 200-DMA has corrected back to trend of major lows in May/June [----] & Nov [----]. Probably not the worst place to plant a stake. $IBB $XBI"
X Link 2025-03-12T19:42Z [----] followers, [----] engagements

"For #biotech this passes for 'blood-in-the-streets'. FWIW: 1) Percent of Bios within 5% of a 1-Yr Low at 50% is now the highest reading since the mid-May [----] Low. 2) Percent of Bios 50-D average at 12% matches the exact readings of the $IBB price low days of $106 on May 11th [----] & $116 on Oct 23rd 2023"
X Link 2025-03-31T14:25Z [----] followers, 26K engagements

"In the latest leg of the #biotech bear market that began in Feb [----] since the November Peak the returns are: $IBB -20% $XBI -30% #MSXXNCBP -52% $BBC -52%"
X Link 2025-04-04T14:57Z [----] followers, [----] engagements

"#biotech indicator extremes match or eclipse dire readings at prior lows. 1) % of Bios [--] DMA sunk to single digits. Each [--] prior times readings achieved this threshold since the meltdown -66% low in May/June [----] rallies of +13% +29% +10% +25% & +20% ensued for the $IBB 2) % of Bios above their 200-DMA matched the extreme of said May/june major Low that held for [--] months 3) With a mind boggling [---] new 1-yr lows in Healthcare/Biotech the % of Top [---] bios within 5% of a 1-yr Low at 60% again equaled the crash low of May [----]. Can you imagine how much worse it is among the microcap bios $XLV"
X Link 2025-04-07T17:42Z [----] followers, 40K engagements

"$JNJ CARVYKTI revenue $369 mil vs $316 mil consensus. 16% delta. $LEGN"
X Link 2025-04-15T12:42Z [----] followers, [---] engagements

"@Sanctuary_Bio @avidresearch Remember [--] years ago when $ILMN didn't sell out to Roche at $55 A few years later it was $500. Great move by management"
X Link 2025-04-24T23:03Z [----] followers, [---] engagements

"@ChrisBumsteadX @monaco_biotech Good management holdnout for their price. I remember when BMY bot out Medarex in [----] in the teeth of the GFC for almost 100% premium. Worst imaginable conditions. Win win"
X Link 2025-04-25T03:23Z [----] followers, [---] engagements

"Spot on In Sept [----] I sold out my fund's holding in the high teens after management decided to pivot back to heavy early-stage oncology spending flipping from in sight +ve cash flow on the back of Egrifta and Trogarzo and sustainability. They intended to flip back to minus $35-$40 mill annual R&D burn. I said sayonara. I repurchased that position [--] months ago after the market had imposed its discipline down over -90% and management found religion and put profitability back as THE priority. Kudos to Soleus for catalyzing this"
X Link 2025-05-03T17:38Z [----] followers, [---] engagements

"@AppleHelix This would account for why anecdotally I've observed chronically weak $BIIB going bid on some on some bad market days"
X Link 2025-05-30T13:02Z [----] followers, [---] engagements

"$NAMS https://www.biopharmadive.com/news/newamsterdam-alzheimers-biomarkers-drug-cardiovascular-trial/750216/ https://www.biopharmadive.com/news/newamsterdam-alzheimers-biomarkers-drug-cardiovascular-trial/750216/"
X Link 2025-06-14T15:34Z [----] followers, [---] engagements

"#biotech relative to the S&P [---] vs 10-Yr Yield Inverted (blue) from Ari Wald at Oppenheimer corroborates similar charts I have posted over the years correlating biotech to changes in rates. $XBI $BB"
X Link 2025-07-14T21:37Z [----] followers, [---] engagements

"Remarkable the extent to which the ebb and flow of $XBI performance relative to the S&P500 has trended with the performance of the long duration bond ETF $TLT. Likely due to conditions favorable or unfavorable to long duration assets vs "cash-flow now" asset classes"
X Link 2025-07-16T17:25Z [----] followers, [----] engagements

"$APLS reports Q2. Will be at billion $ revenue run rate off [--] approvals by next year and "future product sales expected to be sufficient to fund business to sustainable profitability". FYI available at an 80% off sale. https://investors.apellis.com/news-releases/news-release-details/apellis-pharmaceuticals-reports-second-quarter-2025-financial https://investors.apellis.com/news-releases/news-release-details/apellis-pharmaceuticals-reports-second-quarter-2025-financial"
X Link 2025-07-31T11:32Z [----] followers, [----] engagements

"@TheCinesthetic Lives of Others"
X Link 2025-08-16T13:42Z [----] followers, 295.8K engagements

"@bradloncar Brad especially on days like today when [--] holdings topped the right side. Unfortunately over the past [--] years more names made the Wall-of-Shame side of the ledger"
X Link 2025-09-24T23:22Z [----] followers, [---] engagements

"@bradloncar Brad I think it has. This was the capitulation abyss on April 7th when trustworthy indicators all registered 90th percentile multidecade extremes. https://x.com/EdenRahim/status/1909300804164763686s=19 #biotech indicator extremes match or eclipse dire readings at prior lows. 1) % of Bios [--] DMA sunk to single digits. Each [--] prior times readings achieved this threshold since the meltdown -66% low in May/June [----] rallies of +13% +29% +10% +25% & +20% ensued for the $IBB https://t.co/4QNt1LsByD https://x.com/EdenRahim/status/1909300804164763686s=19 #biotech indicator extremes match"
X Link 2025-09-25T00:02Z [----] followers, [---] engagements

"Canada Household Debt Ratio Reaches Record 163.3% in 4th Quarter http://t.co/kKCWV0cNdV via @business http://bloom.bg/1xgcNN3 http://bloom.bg/1xgcNN3"
X Link 2015-03-13T07:38Z [----] followers, [--] engagements

"Doubling down after a 60% loss is a great move - Nick Leeson $VRX"
X Link 2015-11-24T00:27Z [----] followers, [--] engagements

"Strong midcap #Biotech tape: multi-month breakouts $AXON $DERM $HALO $NBIX $ONCE $RARE $SGYP $STML $VTVT $FGEN $TSRO"
X Link 2016-09-18T21:17Z [----] followers, [--] engagements

"Not often over past [--] mths has #Biotech stolen Victory from Jaws of Defeat from -3% to +1%. $LLY $BIIB $JUNO open called for Fetal position"
X Link 2016-11-23T21:04Z [----] followers, [--] engagements

"VIDEO: My #Biotech conversation with perceptive @amberkanwar @bradloncar @NextEdgeCapital $ACAD $PTLA $NBIX $SGYP http://www.bnn.ca/video/best-buying-opportunity-in-biotechs-in-22-years1028989 http://www.bnn.ca/video/best-buying-opportunity-in-biotechs-in-22-years1028989"
X Link 2017-01-05T16:52Z [----] followers, [--] engagements

"Market #Ingressia addresses. Clean label no contraindications & room for label expansion $NBIX @NextEdgeCapital #Biotech"
X Link 2017-04-11T21:53Z [----] followers, [--] engagements

"This #Cycle entirely crowded by #Bond not #Equity Inflows. Equities merely shifted to Low-Fee Passive vs Active. Escalator Up Elevator"
X Link 2017-07-19T18:35Z [----] followers, [--] engagements

"'Growth by shrinking'. I will be discussing $VRX earnings with @amberkanwar on @BNN at [-----] am #Biotech @NextEdgeCapital"
X Link 2017-08-08T12:26Z [----] followers, [--] engagements

"$AXON Impl Vol chgs was textbook [--] mth run up to Binary event. 1-Vols elevate 50% [--] mth prior 2-go Supernova mth prior 3-Collapse post event"
X Link 2017-09-27T19:13Z [----] followers, [--] engagements

"Good table from Salim Syed comparing the Anti-Amyloid antibodies addressing #Alzheimers $BIIB"
X Link 2017-12-21T14:03Z [----] followers, [--] engagements

"$NBIX blew Q4 away as it did Q3 & Q2 with $64 mill INGREZZA vs $50 mill consensus. Migration to [--] mg vs [--] mg now 55% to 45%. Psychiatrist like VMAT2i class in TD http://phoenix.corporate-ir.net/phoenix.zhtmlc=68817&p=RssLanding&cat=news&id=2325238 http://phoenix.corporate-ir.net/phoenix.zhtmlc=68817&p=RssLanding&cat=news&id=2325238"
X Link 2018-01-07T23:26Z [----] followers, [--] engagements

"#BIOTECH cycles from [----] to [----] via the Amex Biotech index $BTK. The 1988-92 cycle was actually more than 10X but data begins Oct [----]. That cycle peaked with $GILD IPO at H&Q in Jan [--]. $IBB $XBI"
X Link 2018-01-17T20:08Z [----] followers, [--] engagements

"UP BY THE ESCALATOR DOWN BY THE ELEVATOR. What do [--] CORRECTIONS since the [----] Crisis have in common Speed Magnitude & Duration Averaging -12% over [--] trading days $SPY $QQQ $IBB $VIX $UVXY @BloombergCA @NextEdgeCapital http://www.nextedgecapital.com/wp-content/uploads/2017/04/Eden_BlogPost.pdf http://www.nextedgecapital.com/wp-content/uploads/2017/04/Eden_BlogPost.pdf"
X Link 2018-02-09T13:40Z [----] followers, [--] engagements

"Thursday $INCY will guide on readout of ECHO-301. If Pre-June expiry then will bump Junes Vols [--] pts. If after then July vols when listed Monday will trade rich. Favors Jun/Jul - Sept Double-Diagonal like $VRTX binary readout back in April 2013"
X Link 2018-02-13T22:36Z [----] followers, [--] engagements

"$VRX less complacent & sanguine that it was last quarter that made it vulnerable. But still not a low risk bullish set up. 5-day Put/Call ratio is neutral. Much of the 100% rally from a year ago fueled by Short positions declining from [--] mill to [--] mill shares"
X Link 2018-05-08T00:57Z [----] followers, [--] engagements

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@EdenRahim
/creator/twitter::EdenRahim