# ![@FeldtInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1101555859472162817.png) @FeldtInvesting Secular Investor

Secular Investor posts on X about $swtx, $mreo, $nktr, $rare the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1101555859472162817/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1101555859472162817/c:line/m:interactions.svg)

- [--] Week [-----] +24,043%
- [--] Month [-----] -46%
- [--] Months [------] -36%
- [--] Year [-------] +230%

### Mentions: [--] [#](/creator/twitter::1101555859472162817/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1101555859472162817/c:line/m:posts_active.svg)

- [--] Week [--] +1,100%
- [--] Month [--] +3.90%
- [--] Months [---] -1.90%
- [--] Year [---] +66%

### Followers: [---] [#](/creator/twitter::1101555859472162817/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1101555859472162817/c:line/m:followers.svg)

- [--] Week [---] +0.13%
- [--] Month [---] +0.27%
- [--] Months [---] +62%
- [--] Year [---] +464%

### CreatorRank: [-------] [#](/creator/twitter::1101555859472162817/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1101555859472162817/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [us election](/list/us-election)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [financial services](/list/financial-services)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$swtx](/topic/$swtx), [$mreo](/topic/$mreo), [$nktr](/topic/$nktr), [$rare](/topic/$rare), [russia](/topic/russia), [$urgn](/topic/$urgn), [finland](/topic/finland), [investment](/topic/investment) #2136, [short interest](/topic/short-interest) #6, [has been](/topic/has-been)

**Top accounts mentioned or mentioned by**
[@statsfeed](/creator/undefined) [@betterdays01](/creator/undefined) [@luigidt79](/creator/undefined) [@pickingmyown](/creator/undefined) [@stephanklingel1](/creator/undefined) [@javier944712106](/creator/undefined) [@semodough](/creator/undefined) [@pharmdca](/creator/undefined) [@bellocartel86](/creator/undefined) [@jbthinkin](/creator/undefined) [@ej23ny](/creator/undefined) [@westieofwallst](/creator/undefined) [@tedkaridis](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@sharkbiotech](/creator/undefined) [@danbrickner2](/creator/undefined) [@ushouldbuythis](/creator/undefined) [@btcbabey](/creator/undefined) [@thepoliticast](/creator/undefined)

**Top assets mentioned**
[SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [SuperRare (RARE)](/topic/$rare) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [BlackRock Inc (BLK)](/topic/blackrock) [Arcutis Biotherapeutics, Inc. (ARQT)](/topic/$arqt) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Novo-Nordisk (NVO)](/topic/$nvo) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Eli Lilly and Company (LLY)](/topic/$lly) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Abivax SA (ABVX)](/topic/$abvx) [Novartis AG (NVS)](/topic/novartis) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Merck & Co., Inc. (MRK)](/topic/$mrk) [AbbVie Inc (ABBV)](/topic/$abbv) [AstraZeneca PLC (AZN)](/topic/$azn) [Nuvation Bio Inc. (NUVB)](/topic/$nuvb) [Reata Pharmaceuticals, Inc. Class A Common Stock (RETA)](/topic/$reta) [Goldman Sachs (GS)](/topic/goldman-sachs) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ej23ny @Gabriel42869026 RETA drug was already approved CCXIs Tavneos was already at the marlet and ISEE drug with very impressive Phase [--] results. Its extremely rare for a comp to be acquired this early on"  
[X Link](https://x.com/FeldtInvesting/status/1697616158034116831)  2023-09-01T14:23Z [---] followers, [--] engagements


"@StephanKlingel1 @BetterDays_01 Depends a lot WHEN would the BO occur. Recent 500M-1B$ acquisitions such as Bellus Health Concert Pharma and Vectiv Bio showed us that valuation of these small caps aint what it used to be. At least at current market times. Also the most recent one Mirati was sold cheap"  
[X Link](https://x.com/Feldt18611025/status/1713567397918003332)  2023-10-15T14:47Z [--] followers, [--] engagements


"@BhanuSwami8 @LeafrLilly @stats_feed A nordic person here wth does that mean"  
[X Link](https://x.com/Feldt18611025/status/1735232203653534095)  2023-12-14T09:36Z [--] followers, [---] engagements


"@BhanuSwami8 @LeafrLilly @stats_feed Your government Man you need more info. Im not Norwegian Im Finnish. And single cases is Norway dont mean a thing to me. I know how it is also in Norway"  
[X Link](https://x.com/Feldt18611025/status/1735244400417005579)  2023-12-14T10:24Z [--] followers, [--] engagements


"@BhanuSwami8 @LeafrLilly @stats_feed So you are referring to what happened [--] years ago after which system adapted. Sounds like a great story of a working society. Please refer to statistics not movies nor newspaper articles"  
[X Link](https://x.com/Feldt18611025/status/1735271446786486520)  2023-12-14T12:12Z [--] followers, [--] engagements


"@westieofwallst @wsenti @TedKaridis @semodough Denise is"  
[X Link](https://x.com/Feldt18611025/status/1744448746912383214)  2024-01-08T19:59Z [--] followers, [---] engagements


"@NicklasNilsso14 @stats_feed Funnily enough when ppl are on average happier the unhappy ones see even bigger difference to surroundings and get depressed. Not unavoidable but it is a sad consequence for some"  
[X Link](https://x.com/FeldtInvesting/status/1749412012226994457)  2024-01-22T12:41Z [--] followers, [---] engagements


"@RokiVulovi1 @ihmemies85 @chriskhairalla @stats_feed The first one is not seen as personal income tax (as it is stated in the original post). And nevertheless an income of 100k is nowhere nesr middle class salaries in Finland"  
[X Link](https://x.com/FeldtInvesting/status/1755494022292894200)  2024-02-08T07:29Z [--] followers, [--] engagements


"@Pharmdca LYFT has a very narrow market share only US and Canada. No-one outside NA has even heard of Lyft. I hadnt"  
[X Link](https://x.com/FeldtInvesting/status/1757720617434948029)  2024-02-14T10:57Z [--] followers, [--] engagements


"@chrismhowells @nikolailander @RussianEmbassy @TuckerCarlson @mfa_russia @KremlinRussia_E Germany suffers from labour shortage and the gloom in manufacturing. And yes there is a cost to cut ties with Russia but rich countries can easily afford it. BUT this has nothing to do with safety of Russias neigbours"  
[X Link](https://x.com/FeldtInvesting/status/1757739755834384597)  2024-02-14T12:13Z [--] followers, [--] engagements


"@TedKaridis @72biotech @mtheory11bio 16% is not true to be exact. Mereo needs to pay Novartis a percentage of the proceeds according to their [----] agreement. Therefore we are closer to 10-15 percent in total"  
[X Link](https://x.com/FeldtInvesting/status/1763173084368879645)  2024-02-29T12:03Z [--] followers, [---] engagements


"@TedKaridis @StephanKlingel1 @Pharmdca @Cryptos_Tales Share price jumped 30% in a week after the buyout it wasnt a coincidence. Market never rewards these 1/1 and btw Mereo had the highest of gains of all the AATD players. Worth of Alvelestat we know better when the partnership is announced"  
[X Link](https://x.com/FeldtInvesting/status/1767872849866362988)  2024-03-13T11:18Z [--] followers, [---] engagements


"@BetterDays_01 Unless they are not planning to sell their position any time soon know that Alve deal is coming Setru results are almost in the bag and thus looking to increase position time when price drops enough"  
[X Link](https://x.com/FeldtInvesting/status/1768276366787547632)  2024-03-14T14:01Z [--] followers, [---] engagements


"@luigidt79 @PickingMyOwn @BeerBubbelah There were no buyout rumours. Two reasons for reaching 4$. Inbrx buyout and activist investor Rubric making a series of large buys which alerted several tutes to jump on board. The downward trend after dust had settled is extremely typical for bios"  
[X Link](https://x.com/FeldtInvesting/status/1783405806056091996)  2024-04-25T08:00Z [--] followers, [--] engagements


"@RichQuack @stats_feed In the developed countries yes"  
[X Link](https://x.com/FeldtInvesting/status/1787548722286497869)  2024-05-06T18:23Z [--] followers, [---] engagements


"@Eliza_Muc If you dont care for equality (weve had enough women with little to no clothes) stay away from Eurovision. And btw it is you who tries to zoom here"  
[X Link](https://x.com/FeldtInvesting/status/1788131822284493116)  2024-05-08T09:00Z [--] followers, [--] engagements


"@strawbhaze If there was violence towards a female photographer what would the punishment be then for Joost"  
[X Link](https://x.com/FeldtInvesting/status/1789178763281838122)  2024-05-11T06:20Z [--] followers, [---] engagements


"@khaled_ouanes @stats_feed Self report would probably be more accurate than these statistics which stem from diagnosed cases which again is biased by mental health care affordability and availability. And also cultural stigma"  
[X Link](https://x.com/FeldtInvesting/status/1790802882461106241)  2024-05-15T17:54Z [--] followers, [---] engagements


"@khaled_ouanes @stats_feed In Asian countries it is mostly about stigma"  
[X Link](https://x.com/FeldtInvesting/status/1790833035975254388)  2024-05-15T19:54Z [--] followers, [--] engagements


"@khaled_ouanes @stats_feed And btw which Asian countries South Korea is the only one that has really high rates of suicide (12th highest in the world)"  
[X Link](https://x.com/FeldtInvesting/status/1790834492615074205)  2024-05-15T19:59Z [--] followers, [--] engagements


"@SteveLovesAmmo Not nearly as bad as Trump saying he wouldve bombed Moscow when they attacked Ukraine"  
[X Link](https://x.com/FeldtInvesting/status/1796852807171027128)  2024-06-01T10:34Z [--] followers, [--] engagements


"@BetterDays_01 Nope they will first make a conditional offer in these types of scenarios when theres not enough cash lets agree to disagree. :)"  
[X Link](https://x.com/FeldtInvesting/status/1801243876084134036)  2024-06-13T13:23Z [--] followers, [--] engagements


"@JTwomoons @SiphiweNodwele @elonmusk Sweden is much closer to socialistic state than what the most far left politician from democratic party is or proposes. You say Bernie Sanders is a socialist. Well he is actually more to the right in the political spectrum when being placed in the nordic political spectrum"  
[X Link](https://x.com/FeldtInvesting/status/1818878089004306814)  2024-08-01T05:15Z [---] followers, [--] engagements


"$NBIX Sell-off caused by peculiar dose response. Maybe due to small N"  
[X Link](https://x.com/FeldtInvesting/status/1828760433156845658)  2024-08-28T11:43Z [---] followers, [---] engagements


"@luigidt79 @DanBrickner2 @revkuk179937 @StephanKlingel1 Sure but what I meant was that maybe the reason still not locking in partnership to run Alve trials is that Mereo is expecting a BO offer soon. Far fetched but this mother-of-all-delays is just so bizarre and makes one think"  
[X Link](https://x.com/FeldtInvesting/status/1831022044638531650)  2024-09-03T17:30Z [---] followers, [---] engagements


"@luigidt79 @DanBrickner2 @revkuk179937 @StephanKlingel1 They dont have the required funds but leveraged BO or cash and stock deal may happen. But yes RARE+MREO is the perfect match"  
[X Link](https://x.com/FeldtInvesting/status/1831025060536025384)  2024-09-03T17:42Z [---] followers, [--] engagements


"$MREO Today at ERS [----] poster No infection risk with alvelestat in patients with AATD in two phase [--] trials and tomorrow Efficacy of alvelestat on SGRQ in patients with alpha-1 antitrypsin deficiency and mild airflow limitation: A pooled analysis from two Ph2 studies"  
[X Link](https://x.com/FeldtInvesting/status/1832810019911344374)  2024-09-08T15:55Z [---] followers, [----] engagements


"$MREO Heres the first poster at ERS 2024: https://www.mereobiopharma.com/media/t3jo55d4/aesi-poster_final_09august2024.pdf https://www.mereobiopharma.com/media/t3jo55d4/aesi-poster_final_09august2024.pdf"  
[X Link](https://x.com/FeldtInvesting/status/1832810751112700316)  2024-09-08T15:58Z [---] followers, [---] engagements


"$MREO Heres the 2nd poster to be presented at ERS [----] : https://www.mereobiopharma.com/media/g1npyszw/gold-pooled-analysis-poster_final_13august2024.pdf https://www.mereobiopharma.com/media/g1npyszw/gold-pooled-analysis-poster_final_13august2024.pdf"  
[X Link](https://x.com/FeldtInvesting/status/1832811050426564730)  2024-09-08T15:59Z [---] followers, [---] engagements


"@stats_feed Finnish. And for the record Im finnish"  
[X Link](https://x.com/FeldtInvesting/status/1833159906418942277)  2024-09-09T15:05Z [---] followers, [--] engagements


"@BetterDays_01 And btw DSK reposted her own firechat in LinkedIn. Which she has never really done nor shown any social media activity anyways. So at least she thinks she has smth important to say. Lets see with zero expectations anything is a +"  
[X Link](https://x.com/FeldtInvesting/status/1836068871406526869)  2024-09-17T15:45Z [---] followers, [--] engagements


"@Cryptos_Tales Yeah caught me by surprise. MOA PK fracture data claims database analyses healthcare disease burden Pretty much every angle you can think of. This gives a veeery confident vibe from someone whos looking to commercialise"  
[X Link](https://x.com/FeldtInvesting/status/1839288634589196770)  2024-09-26T12:59Z [---] followers, [--] engagements


"@BetterDays_01 Worth a shot. Sell the news may occur after weekend but who cares if the data is good"  
[X Link](https://x.com/FeldtInvesting/status/1839320919770308859)  2024-09-26T15:07Z [---] followers, [---] engagements


"$MREO Whenever thinking that what on earth is pushing Mereos sp up or down the eventual answer is institutional investors. The correlation here between ownership and closing price is pretty staggering"  
[X Link](https://x.com/FeldtInvesting/status/1839686905517994335)  2024-09-27T15:21Z [---] followers, [----] engagements


"@BetterDays_01 There may not be any news. It seems that its a rehash of the ORBIT data without any newsworthy insights. Just strengthening the theses on a detailed level"  
[X Link](https://x.com/FeldtInvesting/status/1840668783725215917)  2024-09-30T08:23Z [---] followers, [--] engagements


"@hopremco @doepke_michel Well as an example in [----] altogether [---] drugs were designated Fast Track compared to only [--] for BTD. And actually usually the number for BTDs / year is much less. In [----] it was [--] drugs. $MREO $RARE"  
[X Link](https://x.com/FeldtInvesting/status/1843299340435312660)  2024-10-07T14:36Z [---] followers, [---] engagements


"$MREO JPM hikes $RARE PT $94 - $105 due to increased setrusumab optimism. Probability of success est. 80% peak revenue $1.2B. Mereo board is just enjoying the ride here. Well so am I. https://www.xm.com/research/markets/allNews/reuters/jp-morgan-hikes-pt-on-ultragenyx-on-optimism-for-bone-disease-drug-53943675 https://www.xm.com/research/markets/allNews/reuters/jp-morgan-hikes-pt-on-ultragenyx-on-optimism-for-bone-disease-drug-53943675"  
[X Link](https://x.com/FeldtInvesting/status/1844833963057332662)  2024-10-11T20:14Z [---] followers, [----] engagements


"TD cowen just updated their model and estimates of $RARE ahead of Q3 earnings and raised their price target from $61 $73. Setrusumab being the most likely cause with several analysts now increasing their expectations. $MREO"  
[X Link](https://x.com/FeldtInvesting/status/1848455625392480730)  2024-10-21T20:05Z [---] followers, [----] engagements


"$SWTX Looks like lowest daily volume in [--] months. In a downtrend this is often seen as a bullish sign. Well see"  
[X Link](https://x.com/FeldtInvesting/status/1848780751250329763)  2024-10-22T17:37Z [---] followers, [---] engagements


"@meputzke20 These small caps never inform investors about the date. Mainly because theirr earning reports have zero amount of useful information"  
[X Link](https://x.com/FeldtInvesting/status/1851145845485252633)  2024-10-29T06:15Z [---] followers, [--] engagements


"$SWTX signs of reversal. [--] days until earnings volatility may follow. Feb [----] PDUFA on the horizon and likely upward motion will continue in months to come"  
[X Link](https://x.com/FeldtInvesting/status/1852016596547436919)  2024-10-31T15:55Z [---] followers, [---] engagements


"$SWTX Still vicious shorting at the bell as it has been on numerous occasions to keep the price down"  
[X Link](https://x.com/FeldtInvesting/status/1852084307894112559)  2024-10-31T20:24Z [---] followers, [---] engagements


"@AaronRosenblum5 Yeah desmoid tumour patients had little options before OGSIVEO sales outlook is very good. These companies who have just had their drug on the market are short targets. Not many catalysts and not ready to be BO. $SWTX appears derisked we just need to wait"  
[X Link](https://x.com/FeldtInvesting/status/1852288268630380784)  2024-11-01T09:55Z [---] followers, [---] engagements


"@AaronRosenblum5 Tutes know what they are doing. I have very little doubt on this success story with a great pipeline as well. Who knows maybe tutes protected their stack and bought a lot of puts which need to expire. $SWTX"  
[X Link](https://x.com/FeldtInvesting/status/1852288961479160289)  2024-11-01T09:57Z [---] followers, [---] engagements


"@AaronRosenblum5 Nah man Im not naive. Theres always a possibility for a disappointing earnings report and PDUFAs are never certain. Or an unknown factor emerges. What do you see as a bases for a short theses"  
[X Link](https://x.com/FeldtInvesting/status/1852290918537105787)  2024-11-01T10:05Z [---] followers, [---] engagements


"@BetterDays_01 Meh as bad as any other day. But yeah its just a bizarre trip abroad when expectations are at their highest in the history of the company. Btw none of the board members have liked the linkedin post of DSKs trip. Just saying. Anyways how do you see RFK jr. effecting biotech"  
[X Link](https://x.com/FeldtInvesting/status/1853745167653535985)  2024-11-05T10:24Z [---] followers, [--] engagements


"@BetterDays_01 Well usually theres at least one to like the post. Anecdotal evidence but hey nothing else is being communicated so what can you do. Mm could be that the most of the focus will be on vaccines pesticides and removal bureaucracy (hopefully speeding up approvals)"  
[X Link](https://x.com/FeldtInvesting/status/1853749658561937570)  2024-11-05T10:42Z [---] followers, [--] engagements


"All the other markets are up but biotech. The RFK effect. $XBI"  
[X Link](https://x.com/FeldtInvesting/status/1854194465943994526)  2024-11-06T16:09Z [---] followers, [--] engagements


"$AUPH Good lord. What a mess. $AUPH Dear Fellow Shareholders of Aurinia Pharmaceuticals Id like to address the "exceptional circumstances" surrounding Peter Greenleafs position. It seems clear to me that Peter coerced the board into keeping him on though I hope Im wrong. Regardless it doesnt change $AUPH Dear Fellow Shareholders of Aurinia Pharmaceuticals Id like to address the "exceptional circumstances" surrounding Peter Greenleafs position. It seems clear to me that Peter coerced the board into keeping him on though I hope Im wrong. Regardless it doesnt change"  
[X Link](https://x.com/FeldtInvesting/status/1855908675770028431)  2024-11-11T09:41Z [---] followers, [---] engagements


"$SWTX earnings call. The dip was caused by seasonality and transition to blister packs since new descriptions were needed. And SWTX has underestimated the market size in desmoid tumour patients. Earlier estimates from 5500-7000 will be revised in the future (near [--] 000)"  
[X Link](https://x.com/FeldtInvesting/status/1856334067354026253)  2024-11-12T13:51Z [---] followers, [---] engagements


"$SWTX Ogsiveo patients clearly benefit for continued treatment (one bear theses out the window). Better refill rates due to blister packs. Larger desmoid tumpur patient population than expected. Dip in sales in June clearly explained and purposeful. Strong outlook"  
[X Link](https://x.com/FeldtInvesting/status/1856342890059899011)  2024-11-12T14:26Z [---] followers, [---] engagements


"@wsenti I think they are happy for now no more investments. Everything is set and waiting for the two streams alve and setru to inch forward. Man I hope that they would just completely get rid of (:sell) Alvelestat rights"  
[X Link](https://x.com/FeldtInvesting/status/1857045432087580679)  2024-11-14T12:58Z [---] followers, [--] engagements


"$MREO Youll love this one. DSK will participate in a Jefferies fireside chat next week Tuesday"  
[X Link](https://x.com/FeldtInvesting/status/1857046578168573988)  2024-11-14T13:03Z [---] followers, [---] engagements


"Adding $MREO sold all other small caps. RFK effect on full force and taking biotech to deep valleys"  
[X Link](https://x.com/FeldtInvesting/status/1857446653445202151)  2024-11-15T15:32Z [---] followers, [---] engagements


"@luigidt79 Oh true Of course"  
[X Link](https://x.com/FeldtInvesting/status/1858547551454011720)  2024-11-18T16:27Z [---] followers, [--] engagements


"To put things in perspectice $RARE has dropped about the same as $MREO during the past month and both are about level during past six months. And when one checks at annual gain for Mereo it is 55% and for Ultragenyx its 10%. Their futures are intertwined and will remain so"  
[X Link](https://x.com/FeldtInvesting/status/1858600821358727614)  2024-11-18T19:59Z [---] followers, [----] engagements


"@luigidt79 Sure it seems that no-one has an idea how to value that drug. It is partly recognized in the current Mereo valuation (unlike many assume) but indeed SP diverges after knowing the future path. Unless Alvelestat is sold to enable buyout"  
[X Link](https://x.com/FeldtInvesting/status/1858611107763474586)  2024-11-18T20:39Z [---] followers, [---] engagements


"$MREO Heres the webcast link for todays fireside chat at 10:30am ET. https://wsw.com/webcast/jeff315/register.aspxconf=jeff315&page=mreo&url=https://wsw.com/webcast/jeff315/mreo/1854972 https://wsw.com/webcast/jeff315/register.aspxconf=jeff315&page=mreo&url=https://wsw.com/webcast/jeff315/mreo/1854972"  
[X Link](https://x.com/FeldtInvesting/status/1858859098638299413)  2024-11-19T13:05Z [---] followers, [---] engagements


"@UShouldBuyThis So still holding on to that end of the year. Lets see"  
[X Link](https://x.com/FeldtInvesting/status/1858902871401529684)  2024-11-19T15:59Z [---] followers, [--] engagements


"@PickingMyOwn @btcbabey I hated that momentum comment that could mean being anywhere in the process. However I did enjoy she is still sticking with the around end of the year. Thats much more concrete. $MREO"  
[X Link](https://x.com/FeldtInvesting/status/1858906628315082836)  2024-11-19T16:14Z [---] followers, [---] engagements


"$MREO its always like reading from tealeaves with these fireside chats when nothing new comes out but this was better than I expected. Confidence is higher regarding interims 1&2 Alve funding and Setru commercialisation opportunities in EU"  
[X Link](https://x.com/FeldtInvesting/status/1858908622954061864)  2024-11-19T16:22Z [---] followers, [---] engagements


"$MREO after the latest 13F updates total institutional ownership keeps growing. Now at 68.3%"  
[X Link](https://x.com/FeldtInvesting/status/1860064438923202958)  2024-11-22T20:54Z [---] followers, [----] engagements


"@tHaliaX_DArC @YarynaSoroka @EuromaidanPR What is this the west Is it in the room with us right now"  
[X Link](https://x.com/FeldtInvesting/status/1860620028883648609)  2024-11-24T09:42Z [---] followers, [--] engagements


"$MREO Added for $3.47"  
[X Link](https://x.com/FeldtInvesting/status/1861099181105877449)  2024-11-25T17:26Z [---] followers, [---] engagements


"@Andre_AGTC @Loving_pharma @ej23ny Cantor and Baird project (peak) net revenue of 750M-1B for $MREO annually"  
[X Link](https://x.com/FeldtInvesting/status/1861319037705228764)  2024-11-26T08:00Z [---] followers, [---] engagements


"$MREO Maxed out. Now holding 26k shares and staying put until end of January when the dust has settled"  
[X Link](https://x.com/FeldtInvesting/status/1861488599046250835)  2024-11-26T19:14Z [---] followers, [----] engagements


"$MREO Short interest increased by 23% but this was most likely due to large volume days around the Settlement date (15th Nov). Despite the clear SI increase during past months shares sold short relative to float is still only 4.3%. https://www.nasdaq.com/market-activity/stocks/mreo/short-interest https://www.nasdaq.com/market-activity/stocks/mreo/short-interest"  
[X Link](https://x.com/FeldtInvesting/status/1861752115636347010)  2024-11-27T12:41Z [---] followers, [----] engagements


"@PickingMyOwn Shorting is zero emotions and based on probabilities. Delayed partnership and possibility of unsuccesful interim has been noted by their algos and few have decided to take their chances. Especially since small caps are easy to manipulate. Yet short interest is quite low overall"  
[X Link](https://x.com/FeldtInvesting/status/1861762297439363252)  2024-11-27T13:21Z [---] followers, [---] engagements


"@Bugsy1126 @theScoreNHL Well he did and carried the team when McKinnon was injured"  
[X Link](https://x.com/FeldtInvesting/status/1862892939216556455)  2024-11-30T16:14Z [---] followers, [--] engagements


"@grybeardactual @DegenRolf What Salivary tests are very much used for research purposes and in the case of testosterone it just provides tissue hormone levels (compared to serum free levels)"  
[X Link](https://x.com/FeldtInvesting/status/1863253191539753094)  2024-12-01T16:05Z [---] followers, [--] engagements


"$AXSM AXS-12 proved efficient and tolerable but sp failed to react. Lumryz equals to reboxetine but given our cataplexy focus which is 20% of patients and with 17% disc. rate a very conservative estimate of the target market is 25k US patients. Was it already priced in"  
[X Link](https://x.com/FeldtInvesting/status/1863877883682292000)  2024-12-03T09:28Z [---] followers, [---] engagements


"@PickingMyOwn Well valuation models have permanently changed this aint so bad and Mereo is doing fine. Equal to Ultragenyx actually when one looks at weekly monthly and yearly charts. Which is quite amazing since small caps have been pretty much demolished past years"  
[X Link](https://x.com/FeldtInvesting/status/1865050364493336616)  2024-12-06T15:07Z [---] followers, [--] engagements


"@PickingMyOwn For sure a large discount. It is what it is algos control times between catalysts and shorts sell the news. But in Mereos case I see us reasonably protected from most of the risks in the future. Eagerly waiting for next weeks massive catalysts ahead"  
[X Link](https://x.com/FeldtInvesting/status/1865054862561444298)  2024-12-06T15:25Z [---] followers, [--] engagements


"@LimitedHangOut1 @MLBULL1 Interesting indeed. Fidelity owns 10% of Janus why did Abigail sign here"  
[X Link](https://x.com/FeldtInvesting/status/1865130670801961150)  2024-12-06T20:26Z [---] followers, [--] engagements


"@DMRDartford @SprinterFamily No Putin never said NATO were the reason for the invasion"  
[X Link](https://x.com/FeldtInvesting/status/1866062069466116601)  2024-12-09T10:07Z [---] followers, [--] engagements


"@thepoliticast_ Have you even visited these countries These curves are so similar it just reflects trends in Europe and slavic countries regarding alcohol consumption (global trend) and economic improvements"  
[X Link](https://x.com/FeldtInvesting/status/1866071528414286140)  2024-12-09T10:44Z [---] followers, [--] engagements


"@thepoliticast_ As an example Estonia has had quicker and better improvements in LE than Russia between 2000-2020 (Putins era). Estonia showed Russia what to do And theres pretty much zero difference to Serbia and Poland which are slavic but really not under Russias influence"  
[X Link](https://x.com/FeldtInvesting/status/1866073251236946412)  2024-12-09T10:51Z [---] followers, [--] engagements


"@thepoliticast_ I value your views given your experience unlike many who comment Russia here. US may have its issues (you know more) but thats not credit to Putin. Just saying the LE trends are similar between slavic countries irrespective of connection to Russia"  
[X Link](https://x.com/FeldtInvesting/status/1866076572941512916)  2024-12-09T11:04Z [---] followers, [--] engagements


"@thepoliticast_ Estonia doesnt have a nationalistic government. Rather classic liberals / centrist. In US political scale they would be on the left (TBH two-party system is idiotically simplistic sorry to say)"  
[X Link](https://x.com/FeldtInvesting/status/1866079294360842742)  2024-12-09T11:15Z [---] followers, [--] engagements


"Added $AXSM [-----] pps [--] sh"  
[X Link](https://x.com/FeldtInvesting/status/1866152157503713738)  2024-12-09T16:05Z [---] followers, [---] engagements


"@Bello_Cartel_86 @JBThinkin Bill Gates never had any formal position in any administration nor he has lead any initiative. Elon Musk has all the power in the world to lead DOGE and he is constantly engaged with Trump. He has huge influence. Is there ANY evidence () of decision lead by Gates"  
[X Link](https://x.com/FeldtInvesting/status/1866461356888895927)  2024-12-10T12:33Z [---] followers, [---] engagements


"@Bello_Cartel_86 @Unhinginger @JBThinkin From the data it was pretty evident most of vaccines were mainly efficient in preventing serious symptoms not transmission too much. I can see you are emotion driven and influenced by these twitter bubbles where facts dont matter"  
[X Link](https://x.com/FeldtInvesting/status/1866548436012765632)  2024-12-10T18:20Z [---] followers, [--] engagements


"@Bello_Cartel_86 @Unhinginger @JBThinkin And for you to know most scientists are fiercly critical especially against other researchers. Thats where the passion stems from finding errors and improving. I would LOVE to discover that certain vaccines cause more harm than benefit it would be huge for research"  
[X Link](https://x.com/FeldtInvesting/status/1866550908248612919)  2024-12-10T18:29Z [---] followers, [--] engagements


"@Bello_Cartel_86 @Unhinginger @JBThinkin And these winter of severe illness and death are just overly dramatic and unnecessary statements. But what I have understood pretty much all your presidents (including Trump) tend to use these theatrical exaggerations and should leave commenting to experts. :)"  
[X Link](https://x.com/FeldtInvesting/status/1866579541730398661)  2024-12-10T20:23Z [---] followers, [--] engagements


"@Bello_Cartel_86 @JBThinkin Why do you ppl always take words out of context to match your agenda Did you check the full talk It was about reducing unsustainable population growth and referred to carbon emissioms"  
[X Link](https://x.com/FeldtInvesting/status/1866580738600292653)  2024-12-10T20:28Z [---] followers, [--] engagements


"@Bello_Cartel_86 @JBThinkin I didnt even know about any Epstein connections (not interested). And with quick googling Epstein may have tried to blackmail Gates of an affair with 20yo bridge player. But what has this to do with whether Musk or Gates have more influence in federal decision making"  
[X Link](https://x.com/FeldtInvesting/status/1866584645342494870)  2024-12-10T20:43Z [---] followers, [--] engagements


"@Bello_Cartel_86 @JBThinkin Yeah Epstein prob had tight relationsips to persons like Trump Gates and others lets see if we sometimes know what type of relationships. But a small suggestion to tou dont support persons support ideas"  
[X Link](https://x.com/FeldtInvesting/status/1866588679206305993)  2024-12-10T20:59Z [---] followers, [--] engagements


"According to the latest $MREO NASDAQ report shorts havent covered. Vice versa they increased their position (6.6M) to ATH despite the recent price slump. I do find this a bit bizarre despite all. What are they basing this on in your opinion Interim [--] failure Alvelestat delay/failure Sell the news effect Hedging strategy Interim [--] failure Alvelestat delay/failure Sell the news effect Hedging strategy"  
[X Link](https://x.com/FeldtInvesting/status/1867129319958475226)  2024-12-12T08:48Z [---] followers, [----] engagements


"@BetterDays_01 Where in particular youd say it has an effect causing the sp possibly plummet in lets say next year"  
[X Link](https://x.com/FeldtInvesting/status/1867171980685750580)  2024-12-12T11:37Z [---] followers, [--] engagements


"@BetterDays_01 Not making an alve deal or delaying it months from now Deciding to go solo commercially Causing turmoil between board/leadeship Causing tutes to flee"  
[X Link](https://x.com/FeldtInvesting/status/1867172928946839651)  2024-12-12T11:41Z [---] followers, [---] engagements


"@MLBULL1 Sure. Its not high but its not the lowest either. Its actually exactly the sector average in healthcare. There are a number of players there just wondering about the root cause of the trend"  
[X Link](https://x.com/FeldtInvesting/status/1867177867819335929)  2024-12-12T12:01Z [---] followers, [--] engagements


"@PickingMyOwn @BetterDays_01 So what do you see as the cause of the trend in short interest Hedging strategy Easiness of manipulating the sp between catalysts Something else"  
[X Link](https://x.com/FeldtInvesting/status/1867178523099894121)  2024-12-12T12:03Z [---] followers, [---] engagements


"@BetterDays_01 I see her as highly risk averse as is common for ppl with finance background. Im not worried about Setrusumab its not in their hands. And Alve deal wont be the best there is rather a some sort of compromise Mereo can live with. As long as they wont go solo Im good"  
[X Link](https://x.com/FeldtInvesting/status/1867180005492453542)  2024-12-12T12:09Z [---] followers, [--] engagements


"@BetterDays_01 Yeah being cautious is ok especially concerning survival of a small cap bio but for creating belief driving forward and seizing opportunities not so much. finance 👍🏻 business/sales 👎🏻"  
[X Link](https://x.com/FeldtInvesting/status/1867182247603778010)  2024-12-12T12:18Z [---] followers, [--] engagements


"$MREO According to poll catalyst disappoinment drives short selling. I have to disagree with the majority. My guess is that it is more to do with hedging strategies. And maybe the easiness of manipulating a clinical stage biotech sp. According to the latest $MREO NASDAQ report shorts havent covered. Vice versa they increased their position (6.6M) to ATH despite the recent price slump. I do find this a bit bizarre despite all. What are they basing this on in your opinion According to the latest $MREO NASDAQ report shorts havent covered. Vice versa they increased their position (6.6M) to ATH"  
[X Link](https://x.com/FeldtInvesting/status/1867576556387791151)  2024-12-13T14:25Z [---] followers, [---] engagements


"@PickingMyOwn Sector average. But the trend has been rising for a while now"  
[X Link](https://x.com/FeldtInvesting/status/1867578073107116420)  2024-12-13T14:31Z [---] followers, [--] engagements


"@PickingMyOwn 5% of the float"  
[X Link](https://x.com/FeldtInvesting/status/1867579231028621407)  2024-12-13T14:36Z [---] followers, [--] engagements


"The anecdotal case examples Jack describes here are crazy. If they are even close to reality efficiency of Setrusumab can be off the roof and results nothing short of remarkable. $MREO : @rwbaird biotech analyst Jack Allen recaps #ASH24 and other recent news and shares his outlook for top names in [----]. $ACLX $LEGN $VOR $MREO $RARE $TIL $TSHA Full video: https://t.co/BoLW9VsapW https://t.co/6vaV2dpMJa : @rwbaird biotech analyst Jack Allen recaps #ASH24 and other recent news and shares his outlook for top names in [----]. $ACLX $LEGN $VOR $MREO $RARE $TIL $TSHA Full video:"  
[X Link](https://x.com/FeldtInvesting/status/1869403797749166081)  2024-12-18T15:26Z [---] followers, [----] engagements


"@DeuceColonel @adamfeuerstein Try and submit that to any peer-reviewed journal. Cant get past the first check"  
[X Link](https://x.com/FeldtInvesting/status/1869754555061440655)  2024-12-19T14:39Z [---] followers, [--] engagements


"Tough market reaction for $NVO considering their weight loss of 20% looks equal to zepbound and better than wegovy"  
[X Link](https://x.com/FeldtInvesting/status/1870060620869185885)  2024-12-20T10:56Z [---] followers, [---] engagements


"$NVO devalued $90B"  
[X Link](https://x.com/FeldtInvesting/status/1870064041793614113)  2024-12-20T11:09Z [---] followers, [---] engagements


"$MREO Ive been saying for long now that pretty much the only negative news regarding Alvelestat is that a deal is off. This might explain the massive downtrend. Not selling though adding after whatever the end result will be for Alve"  
[X Link](https://x.com/FeldtInvesting/status/1870124274415219203)  2024-12-20T15:09Z [---] followers, [---] engagements


"@luigidt79 Large funds arent dumb they do factor in all relevant assets. And expectations are that a deal worth hundreds of millions is being made. If we find out Mereo is unable to lock this in with anyone it wont be seen in positive light"  
[X Link](https://x.com/FeldtInvesting/status/1870131555206578407)  2024-12-20T15:38Z [---] followers, [--] engagements


"@PickingMyOwn It may or may not indicate smth. Last years run up was mainly due to fracture data. That was by far the biggest hurdle in the companys history"  
[X Link](https://x.com/FeldtInvesting/status/1870132340296446318)  2024-12-20T15:41Z [---] followers, [--] engagements


"@BetterDays_01 These deals are made together with the board. Their judgment day approaches whether succeeded or not. Delays are ok if the deal and the partner resembles the one with RARE. Even the revenue distr. is not that interesting to me. But if deals are off or partner is shady"  
[X Link](https://x.com/FeldtInvesting/status/1870134311380496610)  2024-12-20T15:48Z [---] followers, [--] engagements


"@luigidt79 Yeah maybe. Or just monopoly between the big boys"  
[X Link](https://x.com/FeldtInvesting/status/1870134564560961661)  2024-12-20T15:50Z [---] followers, [--] engagements


"$MREO Short interest still showing a clear upwards trend. This will provide a nice boost if positive news hits. Looking forward to January. https://www.nasdaq.com/market-activity/stocks/mreo/short-interest https://www.nasdaq.com/market-activity/stocks/mreo/short-interest"  
[X Link](https://x.com/FeldtInvesting/status/1871952020938293258)  2024-12-25T16:11Z [---] followers, [----] engagements


"@Phoenix_5M @PickingMyOwn Exactly. And actually the data monitoring committee doesnt even let $RARE and $MREO know unless results are positive. But I think we can assume Interim [--] didnt hit only around February"  
[X Link](https://x.com/FeldtInvesting/status/1872631662905028993)  2024-12-27T13:12Z [---] followers, [---] engagements


"@TanjuTweet @bio_clouseau $AXSM ACCORD-2 utilized a randomized withdrawal design with an initial open-label phase focusing on relapse prevention whereas ADVANCE-2 was a parallel-group study assessing direct treatment effects over a shorter duration"  
[X Link](https://x.com/FeldtInvesting/status/1873714040058556885)  2024-12-30T12:53Z [---] followers, [---] engagements


"Added to $SWTX [---] shares for $36.50"  
[X Link](https://x.com/FeldtInvesting/status/1874109485603840337)  2024-12-31T15:04Z [---] followers, [---] engagements


"@stats_feed No-one wants to go to Russia"  
[X Link](https://x.com/FeldtInvesting/status/1874199221773230405)  2024-12-31T21:01Z [---] followers, [---] engagements


"@BerryhillRl @stats_feed Actually not that many of us. And if yes its due to weather"  
[X Link](https://x.com/FeldtInvesting/status/1874199667090887105)  2024-12-31T21:03Z [---] followers, [---] engagements


"@xharliez @PetrusFlavius14 @BerryhillRl @stats_feed Bingo. Hellos from the darkness and happy new year"  
[X Link](https://x.com/FeldtInvesting/status/1874199838021345739)  2024-12-31T21:03Z [---] followers, [--] engagements


"@forge_work @stats_feed 0.0008% of japanese have moved to Russia"  
[X Link](https://x.com/FeldtInvesting/status/1874200490336280766)  2024-12-31T21:06Z [---] followers, [---] engagements


"$RARE has been equal to or mostly worse than $MREO in weekly monthly yearly and biyearly charts. Interesting considering all the positive talk about CEO Kakkis. Dont get wrong Im waiting to buy in below $40 but comparing CEOs isnt as straightforward as one thinks"  
[X Link](https://x.com/FeldtInvesting/status/1874917859379564629)  2025-01-02T20:37Z [---] followers, [----] engagements


"This is how we deal with Russia. When media asked after seizure have we talked with Russia yet Chief of Police immediately said no. After enquiring when will we contact again immediate response was we wont. We outline two steps to counter the threat: https://t.co/8E6LE23Hic Photo: Dmitri Fedotkin/ERR https://t.co/lWWZNY7xhY We outline two steps to counter the threat: https://t.co/8E6LE23Hic Photo: Dmitri Fedotkin/ERR https://t.co/lWWZNY7xhY"  
[X Link](https://x.com/FeldtInvesting/status/1875093411818324167)  2025-01-03T08:14Z [---] followers, [---] engagements


"$MREO A new hire. O.Sazova started this week at Mereo and holds a position of VP Head of Medical Affairs. Interestingly he worked for AZ for [--] years and held a senior position in [----] covering also respiratory therapy when AZ sold rights to Alvelestat. Alve news coming"  
[X Link](https://x.com/FeldtInvesting/status/1875291521467215972)  2025-01-03T21:21Z [---] followers, 12.4K engagements


"@tastytomato6 True lets hope it stays that way"  
[X Link](https://x.com/FeldtInvesting/status/1876667962683531657)  2025-01-07T16:31Z [---] followers, [--] engagements


"$SWTX My largest position like a bulldozer. Well know the true effect of blister packs of Ogsiveo soon and Im guessing a huge beat of estimates. For my followers take a good look on SWTX should be worth while"  
[X Link](https://x.com/FeldtInvesting/status/1876671790262390796)  2025-01-07T16:46Z [---] followers, [---] engagements


"$AXSM. Sold all. Will revisit after MDD and ADHD results"  
[X Link](https://x.com/FeldtInvesting/status/1876672723084050586)  2025-01-07T16:50Z [---] followers, [---] engagements


"@patten1962 Nice congrats I may need to protect my position before Feb PDUFA and trade some options as well"  
[X Link](https://x.com/FeldtInvesting/status/1876878793257754953)  2025-01-08T06:29Z [---] followers, [--] engagements


"@john_bresnahan Non-discretionary sales to cover taxes"  
[X Link](https://x.com/FeldtInvesting/status/1876931419705950327)  2025-01-08T09:58Z [---] followers, [--] engagements


"@UShouldBuyThis True. Mereo has thus far favored Morgan Stanley Cantor and Leerink. JPM is well known for its PRs of collaborations and acquisitions so maybe this would be the perfect place to release smth"  
[X Link](https://x.com/FeldtInvesting/status/1877051967433752653)  2025-01-08T17:57Z [---] followers, [---] engagements


"@Javier944712106 @btcbabey @PickingMyOwn @UShouldBuyThis They wont release pr if the IA2 doesnt hit"  
[X Link](https://x.com/FeldtInvesting/status/1877397170720014786)  2025-01-09T16:49Z [---] followers, [--] engagements


"There have been a lot of JPM sell-off posts past days. Negativity bias of human mind strikes again dont fall for this and offload. In fact during the last decade JPM has on average had a (slight) positive effect on $XBI. $MREO $SWTX $TWST $KRYS $IOVA"  
[X Link](https://x.com/FeldtInvesting/status/1877738570959450338)  2025-01-10T15:25Z [---] followers, [----] engagements


"Theres a good possibility for a end of the day FOMO due to JPM + Alve deal. $MREO"  
[X Link](https://x.com/FeldtInvesting/status/1877743078569595168)  2025-01-10T15:43Z [---] followers, [---] engagements


"$SWTX Extremely happy about this my biggest position with $80k worth of shares. However just cautious knowing the rumour is uncooked. Interesting to see the last 15min activity"  
[X Link](https://x.com/FeldtInvesting/status/1877817850175308119)  2025-01-10T20:40Z [---] followers, [---] engagements


"@vinidrea @adamfeuerstein $SWTX has also had a peculiar options activity for a while now but yeah stupid to think its the next day for most its months. But 35% (7 of 20) of the BV rumours in the biotech sector during the past two years have thus far realized (few are recent and can still materalize)"  
[X Link](https://x.com/FeldtInvesting/status/1878120059014459528)  2025-01-11T16:41Z [---] followers, [---] engagements


"@seedy19tron What do you mean They posted this one also on Friday everyone knew they were participating JPM. BO rumour doesnt mean it has to be the next day does it"  
[X Link](https://x.com/FeldtInvesting/status/1878479243744628963)  2025-01-12T16:28Z [---] followers, [---] engagements


"$RARE $MREO Missed the 1st as expected"  
[X Link](https://x.com/FeldtInvesting/status/1878479701032710386)  2025-01-12T16:30Z [---] followers, [---] engagements


"$MREO $RARE I bet Emil and Denise would have loved for the data committee to release this AFTER the JPM conf and not just prior. This cryptic msg also prob means that Alve deal is still not done"  
[X Link](https://x.com/FeldtInvesting/status/1878483745403019378)  2025-01-12T16:46Z [---] followers, [---] engagements


"$SWTX today JPM. Saqibs talks are always enjoyable often there are some important nuggets how things are going. Would be great to hear more about results of the conversion to Ogsiveo blister packs. I havent heard of any hiccups being discussed in patient comminities"  
[X Link](https://x.com/FeldtInvesting/status/1878705338339479885)  2025-01-13T07:27Z [---] followers, [---] engagements


"$SWTX Sold [---] shares on Fri for $43.2 bought them back for $37. Way oversold"  
[X Link](https://x.com/FeldtInvesting/status/1878813998822658288)  2025-01-13T14:38Z [---] followers, [---] engagements


"$RARE $MREO We want to make bisphosphonates obsolete. Thats conviction for you and nice choice of words from Emil to appeal to audience"  
[X Link](https://x.com/FeldtInvesting/status/1878883224564482057)  2025-01-13T19:14Z [---] followers, [---] engagements


"$SWTX $XBI Mirdametinib (a MEK inhibitor for NF1-PN) is clearly underappreciated by the street also Saqib mentioned this and said pre-approval people dont do their work. Best in class for children and first in class for adults. Saqib sounds extremely confident of approval"  
[X Link](https://x.com/FeldtInvesting/status/1878891514904133681)  2025-01-13T19:46Z [---] followers, [---] engagements


"$MREO $RARE So if I understood correctly from todays Q&A this official data committee wasnt allowed to inform Ultragenyx if the IA1 didnt hit but it was heard that the test will proceed into 2nd analyses. Well no rules were broken there"  
[X Link](https://x.com/FeldtInvesting/status/1878923119647502746)  2025-01-13T21:52Z [---] followers, [----] engagements


"@westieofwallst @wkissel If you look at a transcript it was quite a rambling of an answer. It was heard that the committee had met () and I think RARE made their own conclusion based on that when nothing was informed (). Quite a loose evidence for a PR when theres no direct communication"  
[X Link](https://x.com/FeldtInvesting/status/1879031575691890700)  2025-01-14T05:03Z [---] followers, [---] engagements


"@btcbabey Really I didnt get that. He seemed very confident mentioning also that they know the groups start to diverge now given their prior Ph2 data. One has to tip-toe a bit with these statements. Ive never heard a biotech CEO say they are sure of a positive result"  
[X Link](https://x.com/FeldtInvesting/status/1879092644732940408)  2025-01-14T09:06Z [---] followers, [--] engagements


"@Javier944712106 He knows it wasnt succesful. Moving on to 2nd one"  
[X Link](https://x.com/FeldtInvesting/status/1879131398285762682)  2025-01-14T11:40Z [---] followers, [---] engagements


"@Javier944712106 RGNX just landed a deal worth 810M and the PM shows +10% (+35M in valuation). Not comparable but shows where we are rn. If I had to guess with a good deal short term we go up max 40%. Then its a question of will the shorts eat it up before the slow upward trend.$MREO"  
[X Link](https://x.com/FeldtInvesting/status/1879146281538633882)  2025-01-14T12:39Z [---] followers, [---] engagements


"$SWTX Sell the rumour sell the news"  
[X Link](https://x.com/FeldtInvesting/status/1879260090148225144)  2025-01-14T20:11Z [---] followers, [---] engagements


"@luigidt79 Only partly. Price action hand in hand with RARE for the past two years"  
[X Link](https://x.com/FeldtInvesting/status/1879261398708216157)  2025-01-14T20:16Z [---] followers, [--] engagements


"$MREO Well this is fun. Small caps aint for the faint of heart. If you zoom out to five year view trends are strong with this one and govern price action"  
[X Link](https://x.com/FeldtInvesting/status/1879263057375047964)  2025-01-14T20:23Z [---] followers, [---] engagements


"@Javier944712106 @luigidt79 Not disagreeing"  
[X Link](https://x.com/FeldtInvesting/status/1879269392451858542)  2025-01-14T20:48Z [---] followers, [--] engagements


"@luigidt79 That might be but just pointing out that investing in RARE has brought the same return as investing in MREO for a long time now. These are not black and white issues. Tutes have had faith in MREO for a long time now they wait for endgame. Traders are the ones who take the hit"  
[X Link](https://x.com/FeldtInvesting/status/1879270303848906788)  2025-01-14T20:52Z [---] followers, [--] engagements


"@optio5978 @adamfeuerstein Take a larger sample. Check Adams posts for the previous three months. More positive as a bio-journalist than most. Negative news rarely celebrated. Its just that bitter investors of a failed company need someone other to blame than themselves"  
[X Link](https://x.com/FeldtInvesting/status/1879412484563693985)  2025-01-15T06:17Z [---] followers, [--] engagements


"@TimAkfusion @stats_feed No Im looking relative to population (per 100K). Thats what rate means. Ref. WHO 2019"  
[X Link](https://x.com/FeldtInvesting/status/1879522695324610568)  2025-01-15T13:35Z [---] followers, [--] engagements


"$SWTX preparing for Mirdametinib FDA approval. https://www.gomekli.com https://www.gomekli.com"  
[X Link](https://x.com/FeldtInvesting/status/1879631831949349029)  2025-01-15T20:48Z [---] followers, [---] engagements


"@stats_feed Finn here. We have also other horrible foods come and taste if you dare. Worst cuisine with happiest people no contest"  
[X Link](https://x.com/FeldtInvesting/status/1879840260836007955)  2025-01-16T10:36Z [---] followers, [--] engagements


"@tipouik @stats_feed Tastes ok if you forget the smell 🤷🏼♂"  
[X Link](https://x.com/FeldtInvesting/status/1879840614671614165)  2025-01-16T10:38Z [---] followers, [--] engagements


"@Athanaschatz97_ @stats_feed We do 🤷🏼♂"  
[X Link](https://x.com/FeldtInvesting/status/1879840879831400613)  2025-01-16T10:39Z [---] followers, [--] engagements


"@wisdomXplorer @stats_feed Dumplinh which is made of rye blood beer pork cyrup and onions. Not the best of tastes"  
[X Link](https://x.com/FeldtInvesting/status/1879841311244837348)  2025-01-16T10:41Z [---] followers, [---] engagements


"@BetterDays_01 Do you have shares left"  
[X Link](https://x.com/FeldtInvesting/status/1879855420740919693)  2025-01-16T11:37Z [---] followers, [--] engagements


"@BetterDays_01 Whats your strategy"  
[X Link](https://x.com/FeldtInvesting/status/1879858556071198731)  2025-01-16T11:49Z [---] followers, [--] engagements


"@BetterDays_01 I had pretty similar. Hold ride and sell half. Buy back 1-2 months before 2nd interim and then sell again half before the readout and prob rest after the data. But now it seems I may sell all if nothing comes today and then go into full swing trade mode"  
[X Link](https://x.com/FeldtInvesting/status/1879864728232841591)  2025-01-16T12:14Z [---] followers, [---] engagements


"@BetterDays_01 For me its not a question of DSK. Just pure rationale of how do I expect the SP to react to deal even though it would be announced this year. Less and less positively as time goes by. And there are SO many companies that are undervalued and with a more certain future"  
[X Link](https://x.com/FeldtInvesting/status/1879878420664091134)  2025-01-16T13:08Z [---] followers, [--] engagements


"@BetterDays_01 @ScotsKnight2 Almost two years"  
[X Link](https://x.com/FeldtInvesting/status/1879878607566516546)  2025-01-16T13:09Z [---] followers, [--] engagements


"@BetterDays_01 I actually think a good deal in this current market environment wouldnt put us above $5. And its not only CEO but also the board who is responsible for this major deals especially later stage. Would love to know what has happened behind the curtains"  
[X Link](https://x.com/FeldtInvesting/status/1879879737268682982)  2025-01-16T13:13Z [---] followers, [--] engagements


"@BetterDays_01 Well I for one sold now third of my stack. Thought I just leave the rest there for the rest of the year and accept that next months may look quite bad"  
[X Link](https://x.com/FeldtInvesting/status/1879909543830032457)  2025-01-16T15:12Z [---] followers, [--] engagements


"$SWTX Its almost GO time. #mirdametinib"  
[X Link](https://x.com/FeldtInvesting/status/1879997389869867314)  2025-01-16T21:01Z [---] followers, [---] engagements


"@samifian @StatisticUrban What GDP per capita similar to Germany France and Canada. And debt to GDP really isnt that big"  
[X Link](https://x.com/FeldtInvesting/status/1881345900192407889)  2025-01-20T14:19Z [---] followers, [----] engagements


"$SWTX back to being the biggest position ahead of $TWST. Springworks should easily proceed to $45-$50 range before PDUFA in a month. Not sure should one keep a full position through the binary event despite the 90% probability of being approved"  
[X Link](https://x.com/FeldtInvesting/status/1881768889929052204)  2025-01-21T18:20Z [---] followers, [---] engagements


"@luigidt79 Where did you get this info None of my other larger postions experienced any sort of trend"  
[X Link](https://x.com/FeldtInvesting/status/1882454413996183875)  2025-01-23T15:44Z [---] followers, [---] engagements


"@luigidt79 Bios might be sold but not necessarily shorted at the same pace. Below a XBI short interest trend no clear trends in H2"  
[X Link](https://x.com/FeldtInvesting/status/1882457671833628739)  2025-01-23T15:57Z [---] followers, [--] engagements


"@Rainmaker1973 Gods work"  
[X Link](https://x.com/FeldtInvesting/status/1882458177561870688)  2025-01-23T15:59Z [---] followers, [---] engagements


"$SWTX $XBI $PFE $VRTX Here's some interesting information I gathered about the outcomes of recent PDUFA dates. FDA seems to be ahead of schedule and February doesn't look particularly busy. Approval of $SWTX Mirdametinib may be issued already in a couple of weeks"  
[X Link](https://x.com/FeldtInvesting/status/1882742501813158338)  2025-01-24T10:49Z [---] followers, [----] engagements


"@BrianLafleur @BeatinTheBookie In [--] career games without MacKinnon Rantanen accumulated [--] goals and [--] assists altogether [--] points. Just saying"  
[X Link](https://x.com/FeldtInvesting/status/1883096944484188447)  2025-01-25T10:17Z [---] followers, [---] engagements


"@Redlightreed @spittinchiclets It wasnt 14m Rantanen was looking for. He said himself he was willing to take less than market value"  
[X Link](https://x.com/FeldtInvesting/status/1883472390388388193)  2025-01-26T11:09Z [---] followers, [--] engagements


"@jmacyourlife @spittinchiclets This is prob not true. Mikko said himself he was willing to take less than market value"  
[X Link](https://x.com/FeldtInvesting/status/1883472771206025508)  2025-01-26T11:11Z [---] followers, [--] engagements


"@WaltzTrent @REF1972 @tddt_5115 He wasnt. Mikko just said in an interview he was more than willing to go lower than market value"  
[X Link](https://x.com/FeldtInvesting/status/1883473165348950393)  2025-01-26T11:12Z [---] followers, [--] engagements


"@JustinOilers @NHL_Watcher He didnt want equal to Draisaitl. He just mentioned to finnish press he was willing to take a pay cut and go below market value. Reasons may be more complex behind avs decision than we realize"  
[X Link](https://x.com/FeldtInvesting/status/1883571367267967075)  2025-01-26T17:43Z [---] followers, [--] engagements


"@avsgoavs @NHL_Watcher You sure He just mentioned to Finnish press he was willing to take a pay cut and go below market value. How much we may never know"  
[X Link](https://x.com/FeldtInvesting/status/1883572649424801961)  2025-01-26T17:48Z [---] followers, [--] engagements


"$SWTX $SUPN $GSK $ETON $MRUS $XBI Here's the updated PDUFA calendar and decision delays forgot MRUS from the previous one and added BMS/Eton to accompany SWTX on 28th. FDA still on schedule. Dec and Jan gave us several early approvals let's see how February pans out"  
[X Link](https://x.com/FeldtInvesting/status/1885328471070519367)  2025-01-31T14:05Z [---] followers, [----] engagements


"$MREO Nice use of timelapse analyses showing dose-dependent increase in bone formation and resorption when treated with Setrusumab. Published in JBMR (high quality peer reviewed journal) 24th Jan [----]. https://academic.oup.com/jbmr/advance-article/doi/10.1093/jbmr/zjaf013/7978263 https://academic.oup.com/jbmr/advance-article/doi/10.1093/jbmr/zjaf013/7978263"  
[X Link](https://x.com/FeldtInvesting/status/1886369690777198814)  2025-02-03T11:02Z [---] followers, [----] engagements


"$MREO After two years Blackrock returned to MREO and opened a decent starter position of [-------] shares in Q4 [----]. Cost bases between $3.5-$4.5. https://www.sec.gov/Archives/edgar/data/2012383/000106002125000002/xslForm13F_X02/primary_doc.xml https://www.sec.gov/Archives/edgar/data/2012383/000106002125000002/xslForm13F_X02/primary_doc.xml"  
[X Link](https://x.com/FeldtInvesting/status/1888533731876429868)  2025-02-09T10:21Z [---] followers, [----] engagements


"@herdubjet Comments"  
[X Link](https://x.com/FeldtInvesting/status/1888975547717283938)  2025-02-10T15:37Z [---] followers, [--] engagements


"$SWTX And indeed predictions were correct. FDA cleaning the table and SWTX now with two drugs approved. We should see a nice premium here should German Merck go ahead with their plans. $SWTX FDA going full speed ahead. Only two vaccines to go before it is time for MIrdatenimib. And especially since BMS got Opdivo approved early FDA seems to have a lot of time on their hands now and early decision may be around the corner. https://t.co/nLeogLLl0r $SWTX FDA going full speed ahead. Only two vaccines to go before it is time for MIrdatenimib. And especially since BMS got Opdivo approved early FDA"  
[X Link](https://x.com/FeldtInvesting/status/1889419467265904806)  2025-02-11T21:01Z [---] followers, [----] engagements


"$SWTX Gomekli site updated immediately after approval. (No black box warning labels) http://Www.Gomekli.com http://Www.Gomekli.com"  
[X Link](https://x.com/FeldtInvesting/status/1889592160392983002)  2025-02-12T08:27Z [---] followers, [---] engagements


"$MREO Institutional ownership keeps growing. From 68.3% to 74.3% in one quarter. From altogether [---] owners [--] are long [--] are long/short (0 short only)"  
[X Link](https://x.com/FeldtInvesting/status/1894809646709211457)  2025-02-26T17:59Z [---] followers, [---] engagements


"@tyhenson24 @FreeRosedark @IsabellaMDeLuca Hey Finn here. Finland has mandatory conscription for men. A lot of women go through it as well despite being voluntary. Weve been standing against Russia long before US started to bother with us or offered any help"  
[X Link](https://x.com/FeldtInvesting/status/1895058843689705623)  2025-02-27T10:30Z [---] followers, [---] engagements


"$SWTX we did indeed see FOMO friday as predicted. It is to be noted that there was no similar run last friday the likelihood of a BO appears the same as time has gone by (contrary to usual often SP keeps dropping). But were not done yet. This still looked a bit more like a FOMO-run than someone knows something type of a blast. Id prefer news on Monday but if you look at the PR history of Merck and earnings date Wednesday is the more likely one even though waiting until wed will make retail sweat quite a bit. No PR no deal. But its out of our control. Whatever the outcome we will finally know"  
[X Link](https://x.com/FeldtInvesting/status/1895755578758033909)  2025-03-01T08:38Z [---] followers, [----] engagements


"Thats what I meant. Advanced talks and cancelling meetings means they are ok with selling the company. Why do you think they want to sell right now Of course if price is right everyone is but if they are not putting huge offers into table SWTX have two approvals a salesforce in place experience of commercialisation no cares in the world pipeline intact which act as bonus but are not necessary Why now"  
[X Link](https://x.com/FeldtInvesting/status/1896134357896556752)  2025-03-02T09:43Z [---] followers, [--] engagements


"@wz2013 @PersimmonTI Depends on what is being said during Mercks earnings call"  
[X Link](https://x.com/FeldtInvesting/status/1896256967234208175)  2025-03-02T17:51Z [---] followers, [---] engagements


"That is not true. If you look at the reasons which he very clearly stated to Russian people in the media regarding this special operation during the day of the invasion NATO was not mentioned. And this is not analyzing the message but looking at the actual words. In russian"  
[X Link](https://x.com/FeldtInvesting/status/1896561538644758796)  2025-03-03T14:01Z [---] followers, [--] engagements


"$SWTX today 2-3% off maybe more. Doesnt matter. If the deal is closed this week Wednesday still the most likely date for PR. Merck has been surprisingly consistent announcing BOs on wed. no idea why"  
[X Link](https://x.com/FeldtInvesting/status/1896563305852076226)  2025-03-03T14:08Z [---] followers, [----] engagements


"$SWTX Almost exactly median first hour volume after the rumour by Reuters. In another words normal drop"  
[X Link](https://x.com/FeldtInvesting/status/1896585596338090165)  2025-03-03T15:36Z [---] followers, [----] engagements


"$SWTX One more piece in the puzzle. A reason for SWTX to be more knowledgeable about as a suitor and vice versa is Dr. Tai-An Lin the current CSO of SWTX. Before joining SWTX in [----] Dr. Lin held a director position at Merck KgAA. He led translational biomarker research and prec. med. efforts in immuno-oncology (the latter for sure benefitting Springworks later on). Although these C-suites rarely have any decision making power in terms of BO talks but they can be involved and act as intermediaries and sources of information (outside NDA:s). Nothing revolutionary here but these two companies"  
[X Link](https://x.com/FeldtInvesting/status/1896904989756346856)  2025-03-04T12:46Z [---] followers, [----] engagements


"$SWTX Merck CFO heavily emphasizing that oncology is their key growth driver"  
[X Link](https://x.com/FeldtInvesting/status/1897577894714446013)  2025-03-06T09:20Z [---] followers, [----] engagements


"$SWTX press just asked about Springworks"  
[X Link](https://x.com/FeldtInvesting/status/1897581415648088375)  2025-03-06T09:33Z [---] followers, [----] engagements


"$SWTX "There is very little we can say as you understand." - "Our M&A strategy has not changed" - "Our top priority is to focus on lifescience M&A" - "If we find something attractive." - ".we will definitely act""  
[X Link](https://x.com/FeldtInvesting/status/1897582503130521821)  2025-03-06T09:38Z [---] followers, [----] engagements


"$SWTX This conf call was much better than I expected. Instead of just saying absolutely nothing about issues related to this deal there were some small nuggest in the replies of CEO and CFO. In summary Oncology acts as a future growth driver negotiations with SWTX seem to be ongoing M&A strategy intact and top priority is Lifescience M&A. Last CEO also answered to questions about in-licensing in the future. She said that they are not looking at "super blockbusters" but will focus on ones that have good sales potential and proper risk/reward. In terms of acquisitions Springworks would fit very"  
[X Link](https://x.com/FeldtInvesting/status/1897590819894276452)  2025-03-06T10:11Z [---] followers, [----] engagements


"@thegunnerab AbbVie could also (again) show interest. As it happens their average amount to acquire is $8B"  
[X Link](https://x.com/FeldtInvesting/status/1897734198498058282)  2025-03-06T19:41Z [---] followers, [--] engagements


"$SWTX Exactly one month ago we heard the rumor about acquisition talks. Since then SpringWorks has not only remained silent but has also canceled every possible public event. These voluntary blackout periods rarely last long and I believe this one has already exceeded its planned duration. I expect news this week"  
[X Link](https://x.com/FeldtInvesting/status/1899062775059460542)  2025-03-10T11:40Z [---] followers, [----] engagements


"$MREO Short interest decreasing quite a lot. We may have reached the bottom in shareprice"  
[X Link](https://x.com/FeldtInvesting/status/1899714154245583351)  2025-03-12T06:48Z [---] followers, [----] engagements


"$MREO When asked about enabling Ph3 of Alvelestat: We are making very clear progress with the partnering process. We are very plased with the quality of the companies we are talking with. So stay tuned. (Not exact translation) A lot of talking alright"  
[X Link](https://x.com/FeldtInvesting/status/1899812082544992323)  2025-03-12T13:17Z [---] followers, [----] engagements


"$RARE $MREO Despite the continuing downward trend in Ultragenyxs valuationshare price being nearly the lowest it has been in the past [--] monthsshort interest has reached its highest level ever. Emil may have some explaining to do soon"  
[X Link](https://x.com/FeldtInvesting/status/1899849267109409009)  2025-03-12T15:45Z [---] followers, [----] engagements


"@UShouldBuyThis The difference between communicating belief in future catalysts between Emil and Denise is mind-numbing"  
[X Link](https://x.com/FeldtInvesting/status/1899882008546877790)  2025-03-12T17:55Z [---] followers, [---] engagements


"$IOVA Will most likely hop on board soon. Cash burn TIL execution caveats and expense complexity and slowing growth have put bears in action but everything is about risk/reward. Share price at an [--] year () low and whatever the case Amtagvi remains the preferred option in PD-1 refr melanoma. Nice catalysts and new indications to come insider sales zero and continously increasing institutional ownership. Of course remembering to only allocate an amount which one can afford to lose"  
[X Link](https://x.com/FeldtInvesting/status/1900456569965580703)  2025-03-14T07:58Z [---] followers, [----] engagements


"$SWTX Given that the EMA has more stringent approval criteria than the FDA is it possible that Ogsiveos EMA approval is the last condition that needs to be met Sarepta has had significant trouble with the EMA as did Biogen with the controversial Aduhelm. Gamifant Turalio Iclaprim Tymlos Bevyxxathe list of rejections goes on. Merck CEO Beln did state that the Healthcare division wants to avoid all risks with M&A. As a German company the EU market holds significant value for Merck and SpringWorks said they aim to launch in Germany first by mid-2025 which would be perfect timing for the deal and"  
[X Link](https://x.com/FeldtInvesting/status/1900657068698157250)  2025-03-14T21:15Z [---] followers, 11.7K engagements


"Swtx being in the $6-8b range belongs to rare category of takeouts. Jnj just acquired itci not likely to go for another big one. Also abbvie just acquired ceravel for $8.7b not sure about them either. Merck and Pfizer are the only ones that have said they are going for these near 10b deals. I havent heard anyone speculate over biib and gsk no idea about their plans anyways. Below the bernstein summary figure. But yes another bidder is likely option I just dont think theres a crowd"  
[X Link](https://x.com/FeldtInvesting/status/1901234687181279637)  2025-03-16T11:30Z [---] followers, [---] engagements

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