#  @FidelisAurelius Fidelis Aurelius Fidelis Aurelius posts on X about $msclf, $srpt, $stok, if you the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1368807348/interactions)  - [--] Week [------] +318% - [--] Month [------] +55% - [--] Months [-------] -81% - [--] Year [---------] +286% ### Mentions: [--] [#](/creator/twitter::1368807348/posts_active)  - [--] Week [--] -8.30% - [--] Month [--] +59% - [--] Months [---] +25% - [--] Year [---] +34% ### Followers: [---] [#](/creator/twitter::1368807348/followers)  - [--] Week [---] +0.14% - [--] Month [---] +2.40% - [--] Months [---] +15% - [--] Year [---] +182% ### CreatorRank: [---------] [#](/creator/twitter::1368807348/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 12.62% [finance](/list/finance) 7.77% [cryptocurrencies](/list/cryptocurrencies) 2.91% [exchanges](/list/exchanges) 1.94% [celebrities](/list/celebrities) 1.94% [currencies](/list/currencies) 1.94% [countries](/list/countries) 1.94% [fashion brands](/list/fashion-brands) 0.97% [musicians](/list/musicians) 0.97% [travel destinations](/list/travel-destinations) 0.97% **Social topic influence** [$msclf](/topic/$msclf) 15.53%, [$srpt](/topic/$srpt) 4.85%, [$stok](/topic/$stok) 3.88%, [if you](/topic/if-you) 3.88%, [$dyn](/topic/$dyn) 2.91%, [$mscl](/topic/$mscl) 2.91%, [in the](/topic/in-the) 2.91%, [history](/topic/history) 2.91%, [the world](/topic/the-world) 2.91%, [$sln](/topic/$sln) 2.91% **Top accounts mentioned or mentioned by** [@charle77238](/creator/undefined) [@pawcio2009](/creator/undefined) [@augurbio](/creator/undefined) [@kevinnbass](/creator/undefined) [@trueaihound](/creator/undefined) [@truetrueike](/creator/undefined) [@cloisterres](/creator/undefined) [@mrhighwayy](/creator/undefined) [@dheurofkshe](/creator/undefined) [@monacobiotech](/creator/undefined) [@brwtoovey](/creator/undefined) [@joncortho](/creator/undefined) [@laurababcock](/creator/undefined) [@peterhratcliffe](/creator/undefined) [@markjcarney](/creator/undefined) [@killtoparty](/creator/undefined) [@markland55](/creator/undefined) [@bryanjohnson](/creator/undefined) [@greynxgga69](/creator/undefined) [@biovalues](/creator/undefined) **Top assets mentioned** [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [Smart Layer Network (SLN)](/topic/$sln) [Coya Therapeutics, Inc. (COYA)](/topic/$coya) [Crane Holdings, Co. (CR)](/topic/$cr) ### Top Social Posts Top posts by engagements in the last [--] hours "@LauraBabcock You guys ran a drama teacher to replace an economist in [----]. Now you're trying to prop up a guy who thinks UBI and unlimited money printing is the solution to everything. You are the party of delusion not common sense" [X Link](https://x.com/anyuser/status/1879700700558741829) 2025-01-16T01:22Z [---] followers, [----] engagements "@PeterHRatcliffe @MarkJCarney Who's responsible for the mass immigration dumbass" [X Link](https://x.com/anyuser/status/1930255548911370708) 2025-06-04T13:29Z [---] followers, [----] engagements "@KILLTOPARTY Art of the deal" [X Link](https://x.com/anyuser/status/1938261788442689598) 2025-06-26T15:43Z [---] followers, [----] engagements "$XBI Former $DYN CMO now leading Satellos ($MSCL.TO $MSCLF) through P2 RCT. Recall: the company's main hypothesis is the lack of dystrophin causes muscle stem cell to divide symmetrically in #Duchenne patients. Their drug works by inhibiting AAK1 thus tuning down Notch activity and preserving Numb creating that polarity for asymmetric division. Very clever imho. $MSCL News: Were pleased to welcome Dr. Wildon Farwell as our new chief medical officer. Hes a physician and biotech leader with a deep commitment to advancing care in neuromuscular and rare diseases. Were lucky to have him on board." [X Link](https://x.com/FidelisAurelius/status/1945476527816315362) 2025-07-16T13:32Z [---] followers, [----] engagements "$MSCL $MSCLF More details from phase 1b. I like what I'm seeing so far. Significant gains are being seen in a population with little-to-zero muscles left. As long as there are residual fibers there should be satellite cells along those fibers trying to divide and sore up the damage. The totality of academic research preclinicals and clinical so far corroborate the regeneration thesis. Phase [--] is a pediatric RCT with 1:1:1 set up n=51 with dynamometry topline and a host of secondaries from NSAA to biopsies/MRI. It will settle the debate. https://twitter.com/i/web/status/1976663773092974637" [X Link](https://x.com/FidelisAurelius/status/1976663773092974637) 2025-10-10T14:59Z [---] followers, [----] engagements "So $RNA's exon44 functional data just dropped. NSAA change from baseline is ZERO in an open label setting. Knowing open label data typically outperform in open label what would have happened if this was RCT I dare say they would have failed. Critically how is is possible that an exon skipper with average expression of 30%+ with some patients reaching as high as 50%+ fail to show ANY functional benefit at all in NSAA Remember this is well into Beckers territory if not beyond. If exonskipping or uDys or any drug that is built on the membrane stability hypothesis could bring function back this" [X Link](https://x.com/FidelisAurelius/status/1995685763099263193) 2025-12-02T02:45Z [---] followers, [---] engagements "$MSCLF From the depth of necrotic fibers Satellite cells shall divide asymmetrically again. Whisper it. J.R.R. Tolkien https://t.co/6AcCU2tCEU Whisper it. J.R.R. Tolkien https://t.co/6AcCU2tCEU" [X Link](https://x.com/FidelisAurelius/status/1997543135333974513) 2025-12-07T05:46Z [---] followers, [----] engagements "Sure. $MSCLF has a drug to regenerate lost muscles in DMD. [--] old treated canines recovered fully adults on the drug for [--] days doubled their grip strength is now cleared by the FDA to do P2 in children in the US. P2 is only 12wks with blinded interim as early as Q2'26. Mark it. https://twitter.com/i/web/status/1998719081294532746 https://twitter.com/i/web/status/1998719081294532746" [X Link](https://x.com/FidelisAurelius/status/1998719081294532746) 2025-12-10T11:38Z [---] followers, [---] engagements "$MSCLF the aim is to inhibit AAK1 to allow Numb to naturally antagonize Notch recreating Numb/Notch paritioning for asymmetric division of satellite cells which will go on to patch the fibers indepdently of dystrophin. It has nothing to do with eGFR" [X Link](https://x.com/FidelisAurelius/status/1998961775954587858) 2025-12-11T03:43Z [---] followers, [----] engagements "$MSCLF how do I know regeneration works Because it already did. A long ass time ago. https://www.youtube.com/watchv=RfobvyoIEzU&t=2501s https://www.youtube.com/watchv=RfobvyoIEzU&t=2501s" [X Link](https://x.com/FidelisAurelius/status/2004217706204323887) 2025-12-25T15:48Z [---] followers, [----] engagements "$MSCLF "Regenerative Index reveals declining muscle regeneration in pediatric patients with Duchenne muscular dystrophy" "Regenerative Index in DMD boys exhibited a pronounced decline between 7-11 years of age and a significant inverse correlation between RI and age was observed." "The RI is the ratio of newly formed (eMHC+) myofibers over necrotic (IgG+) myofibers thus normalizing the variation found between biopsies". "In striking comparison determination of Regenerative Index (RI) . revealed a strong inverse relationship with age at biopsy in boys with DMD. The RI decreased significantly" [X Link](https://x.com/FidelisAurelius/status/2008395808937570798) 2026-01-06T04:30Z [---] followers, [----] engagements "$MSCLF did someone stand up from their wheelchair or what 😂" [X Link](https://x.com/FidelisAurelius/status/2014362192536342899) 2026-01-22T15:39Z [---] followers, [---] engagements "$MSCLF Nasdaq listing is here so let's revisit the thesis. @markland_55 The pitch is that the reason why Elevidys and other dystrophin drugs failed to bring any clinical benefit is because dystrophin isn't needed in muscles. That is the simple explanation to all the clinical failures despite stellar biomarkers. The proof is in the GRMD canines with @markland_55 The pitch is that the reason why Elevidys and other dystrophin drugs failed to bring any clinical benefit is because dystrophin isn't needed in muscles. That is the simple explanation to all the clinical failures despite stellar" [X Link](https://x.com/FidelisAurelius/status/2016485850771824852) 2026-01-28T12:17Z [---] followers, [----] engagements "$SRPT because the NSAA delta is [---] after a year and sits well within natural history sir 👎" [X Link](https://x.com/FidelisAurelius/status/2017451587376189689) 2026-01-31T04:15Z [---] followers, [----] engagements "@bryan_johnson I'm feeling good. I know absolute evil exists in the world evident in the Epstein files but I also know in the end we will win" [X Link](https://x.com/FidelisAurelius/status/2018896170840649737) 2026-02-04T03:55Z [---] followers, [--] engagements "@Greynxgga69 World Peace will be achieved after the US leaves the UN" [X Link](https://x.com/FidelisAurelius/status/2020369983184990400) 2026-02-08T05:31Z [---] followers, [----] engagements "I think impaired progenitor production is the DMD bottleneck so my degen bio pick is $MSCLF with 3M durability data this Q and pediatric RCT interim in Q2. $STOK for the first disease modifying therapy in Dravet. $SLN has an important RCT read out in Q3 for a rare blood cancer but mechanism is already derisked elsewhere. Also might piggy back from Lpa readouts elsewhere. $COYA low chances since it's ALS but if it works and halt decline kaboom https://twitter.com/i/web/status/2007654904220066104 https://twitter.com/i/web/status/2007654904220066104" [X Link](https://x.com/FidelisAurelius/status/2007654904220066104) 2026-01-04T03:26Z [---] followers, [---] engagements "@CloisterRes Well for one a CNS program is different from a muscular program. The DMD program will likely require a phase [--] showing clear functional benefit. The main criticism of DMD GTx is that they don't have definitive proof of functional efficacy (2 big P3 failed: SRPT and Pfizer)" [X Link](https://x.com/FidelisAurelius/status/2021621128477983213) 2026-02-11T16:23Z [---] followers, [---] engagements "@BioValues No one cares about a speculative thesis until it already 10x'd. I write these and has very low audience" [X Link](https://x.com/FidelisAurelius/status/2021748908482035951) 2026-02-12T00:51Z [---] followers, [---] engagements "@visegrad24 The troons are agents of Baal. Another cohort of children was sacrificed" [X Link](https://x.com/FidelisAurelius/status/2021752894635250104) 2026-02-12T01:07Z [---] followers, [---] engagements "$SLN Last patient dosed for PV program today. They are on track for a significant move up as the market digest and price the topline PoS imo. $SLN I think this will be a winner. The PV program has a high PoS with near term calendar events. The Lp(a) program is a free call option waiting for either partner or class-level win from others in the field. My rNPV says this is worth about 1.8B 1.5B for PV 300M for Lp(a) $SLN I think this will be a winner. The PV program has a high PoS with near term calendar events. The Lp(a) program is a free call option waiting for either partner or class-level" [X Link](https://x.com/FidelisAurelius/status/1981394237796331940) 2025-10-23T16:16Z [---] followers, [---] engagements "$SRPT improving SoC over the past 10y did the heavy lifting here not Elevidys. Next year NSAA from baseline will go into the red and the decline curve will resume" [X Link](https://x.com/FidelisAurelius/status/2015812166339932497) 2026-01-26T15:40Z [---] followers, [----] engagements "@amitisinvesting @CarioCapital They want to have the ability to let people invest off of the Grab Wallet. The end game is you never leave the Grab financial ecosystem. Buy sell save invest all in that app" [X Link](https://x.com/FidelisAurelius/status/2021828340613886345) 2026-02-12T06:06Z [---] followers, [---] engagements "Not too long ago $GME's own short squeeze ignited a market mania into shitcos across the entire market. $CAPR with RCT data in hand at last may trigger the very same rally into DMD shitcos" [X Link](https://x.com/FidelisAurelius/status/1996219353927459253) 2025-12-03T14:05Z [---] followers, [----] engagements "@pick1998_2 Bro $SRPT does not reverse the disease progress. Best it can do is halt. And year [--] data is already faltering" [X Link](https://x.com/FidelisAurelius/status/1996386900672995600) 2025-12-04T01:11Z [---] followers, [---] engagements "@WassimLaroussi3 The world does not understand DMD. DMD is not a "solved" disease. Putting dystrophin into fiber does nothing but somehow spraying exosomes factors helped. Important to note that microdystrophins also failed to help the heart unlike Deramiocel" [X Link](https://x.com/FidelisAurelius/status/1996427677784519026) 2025-12-04T03:53Z [---] followers, [---] engagements "@genejchan DMD is not within his field of competence. He talked up/long $SRPT. If he were competent in this field he would short it not long it" [X Link](https://x.com/FidelisAurelius/status/1996751891313971216) 2025-12-05T01:22Z [---] followers, [---] engagements "@commonsenseplay @mrhighway_y Sarepta is now an siRNA story in [--] crowded fields (DM1/FSHD). Their DMD drugs don't work they are expensive placebos. If you care about DMD at all read this. Quick thread on DMD escapers and what they actually tell us about disease biology. Long story short: prognosis is poor for "membrane stability" approaches aka putting back dystrophin into mature fibers. The only disease-modifying mutations are all regeneration-centric. I Quick thread on DMD escapers and what they actually tell us about disease biology. Long story short: prognosis is poor for "membrane" [X Link](https://x.com/FidelisAurelius/status/1997851420373266860) 2025-12-08T02:11Z [---] followers, [---] engagements "$DYN result looks weak. Single digit expression in mature fibers and no notable functional gain. Will be interesting to see the exact details but results so far align with everything ever reported by the membrane stability hypothesis: no coupling between biomarkers and function. https://twitter.com/i/web/status/1997997381649072580 https://twitter.com/i/web/status/1997997381649072580" [X Link](https://x.com/FidelisAurelius/status/1997997381649072580) 2025-12-08T11:51Z [---] followers, [---] engagements "@qcapital2020 Have you been to any sports store Hola and New Balance are everywhere. Stores are putting Hoka first before Nike" [X Link](https://x.com/FidelisAurelius/status/1998395223106617431) 2025-12-09T14:12Z [---] followers, [----] engagements "The future is complementary. CAPR does not bring back muscles and functions MSCLF can and the early results spoke for themselves. Soon we will know if the adults can sustain and gain more and P2 is starting in days with blinded interim in Q2. In an ideal world we could have the patients live into old age if both drugs work" [X Link](https://x.com/FidelisAurelius/status/1998922957989752913) 2025-12-11T01:09Z [---] followers, [---] engagements "@BiotechAnalysst Don't see how this could compete with $STOK" [X Link](https://x.com/FidelisAurelius/status/1999008502656995788) 2025-12-11T06:49Z [---] followers, [---] engagements "@charle77238 There is a budget in their disclosure on Canadian side. They are guiding for 33M spending for P2 and leaving out a couple millions in reserve. So they have the cash. If they are short on cash I would never recommend" [X Link](https://x.com/FidelisAurelius/status/1999089125467807948) 2025-12-11T12:09Z [---] followers, [---] engagements "@charle77238 The company has to prove itself. I don't make excuses for their crappy share price. They will have to prove themselves by executing and presenting more data. I believe things can change if they show us sustained strength and ppFVC improvement in the adults cohort next Q" [X Link](https://x.com/FidelisAurelius/status/1999095759745294454) 2025-12-11T12:35Z [---] followers, [--] engagements "@pawcio2009 The buyout needs to happen or else we'll have another biowinter" [X Link](https://x.com/FidelisAurelius/status/2003008235725636088) 2025-12-22T07:42Z [---] followers, [---] engagements "@BrandonLuuMD Damn but also what's the mechanism here" [X Link](https://x.com/FidelisAurelius/status/2003446112779379138) 2025-12-23T12:42Z [---] followers, [---] engagements "The last raise was [----] CAD not USD so [----] USD. I agree on another round of dilution to fund commercialization after P2. On the day the result drops they will likely trade at 1B so a 10-15% dilution then to scale this small molecule out makes sense. Or just a partnership with upfront money and international rights (which they have also hinted at many times). [--] drug [--] placebo has enough power to detect multifold strength improvements. My expectations given the mechanism and the evidence so far is that kids on drug will trend to near normal strength with visible MRI muscle mass gain and" [X Link](https://x.com/FidelisAurelius/status/2003667148410093646) 2025-12-24T03:20Z [---] followers, [--] engagements "Honest question in DMD if you assume it is membrane stability that is the problem and you fix that how do you address the deficit in progenitor cells This is THE source of myonuclei and its output simply crashed due to missing dystrophin inside satellite cells. Study in mice shows that if myonuclei within a fiber falls below a certain threshold the fiber undergoes apoptosis/death. So in theory if you only put dystrophin back into the fibers that patient's fibers can't surpass a normal person's in terms of strength. What if the patient lift something or try to run Their fibers would still rip" [X Link](https://x.com/FidelisAurelius/status/2003801257404965257) 2025-12-24T12:13Z [---] followers, [---] engagements "The pitch is that the reason why Elevidys and other dystrophin drugs failed to bring any clinical benefit is because dystrophin isn't needed in muscles. That is the simple explanation to all the clinical failures despite stellar biomarkers. The proof is in the GRMD canines with DMD who lived to old age purely off of upregulated regeneration from Jag1. Dystrophin is needed in satellite cells. That is what gives rise to new fibers. Dystrophin ensures when satellite cells divide they have about 50:50 split between new muscle cells (progenitors) and same old satellite cells to keep the party" [X Link](https://x.com/FidelisAurelius/status/2003817650196251065) 2025-12-24T13:18Z [---] followers, [---] engagements "There isn't but I want us to debate in good faith. You claim that a dataset of [--] patients eventually showing near-normal strength NSAA delta 5+ over placebo and over the course of treatment return to normal NSAA with MRI showing near full muscle recovery with biopsy showing great recovery from baseline won't receive accelerated approval. I believe it will not because I ignore the high evidentiary standard the current FDA has but because I know this dataset if it comes will meet that bar and more" [X Link](https://x.com/FidelisAurelius/status/2004164347434831927) 2025-12-25T12:16Z [---] followers, [---] engagements "@pawcio2009 Damn I hope my picks aren't consensus" [X Link](https://x.com/FidelisAurelius/status/2004794938022920302) 2025-12-27T06:02Z [---] followers, [---] engagements "@charle77238 @BigChodu @nahushabiotec $STOK as well" [X Link](https://x.com/FidelisAurelius/status/2005108255291572258) 2025-12-28T02:47Z [---] followers, [---] engagements "At this stage membrane stability as a DMD theory should be considered dead. These guys just made the boys exercise and serum CK is down 40% by month [--] with improvements across the board. https://www.mdaconference.org/abstract-library/heart-rate-guided-cycle-exercise-training-in-boys-with-dmd-evidence-of-cardiopulmonary-and-muscle-adaptations/ https://www.mdaconference.org/abstract-library/heart-rate-guided-cycle-exercise-training-in-boys-with-dmd-evidence-of-cardiopulmonary-and-muscle-adaptations/" [X Link](https://x.com/FidelisAurelius/status/2005831325031489915) 2025-12-30T02:40Z [---] followers, [---] engagements "This is why Stackoverflow dies because users expect to get lynched for asking something they don't know while the LLMs gives you a detailed breakdown of what gaps you have" [X Link](https://x.com/FidelisAurelius/status/2006930514033389922) 2026-01-02T03:28Z [---] followers, [---] engagements "@Antunes1 The United States of Earth" [X Link](https://x.com/FidelisAurelius/status/2008027522546725022) 2026-01-05T04:07Z [---] followers, [---] engagements "@TrueAIHound @PhysInHistory Does your theory also provide alternative representation of the myriad constants in physics like the ones in the photo" [X Link](https://x.com/FidelisAurelius/status/2008073573823660199) 2026-01-05T07:10Z [---] followers, [---] engagements "@macastel3 That is insane. What about pork and beef" [X Link](https://x.com/FidelisAurelius/status/2008149636041847292) 2026-01-05T12:12Z [---] followers, [---] engagements "I didn't find much except this exerp: Nearly all investigational/approved DMD treatments are IV infusions aiming to restore dystrophin which helps maintain the integrity of muscles and mitigates contraction- induced injury. However mild disease phenotype in certain humans/dogs with zero dystrophin suggests that genetic modifications could also ameliorate the DMD phenotype. Satellos is developing SAT-3247 a small molecule aiming to restore dystrophin signaling (rather than dystrophin levels) implicated in regeneration of muscles. Early open-label data (N=5) appear promising while additional" [X Link](https://x.com/FidelisAurelius/status/2009067306077573149) 2026-01-08T00:59Z [---] followers, [---] engagements "@buperac Correct and I hope President Trump send Delta Force to pick up Carney and the traitors in Ottawa" [X Link](https://x.com/FidelisAurelius/status/2009121356588437510) 2026-01-08T04:33Z [---] followers, [---] engagements "@dheurofkshe @monaco_biotech Wrong. It's an existential threat to $DTIL's HBV program depending on the exact details of functional cure rates" [X Link](https://x.com/FidelisAurelius/status/2009134430083022873) 2026-01-08T05:25Z [---] followers, [---] engagements "The "yuan" implies a sense of sponteneity the "fen" implies a sense of permanence. Sometimes two people could have "yuan". We meet laugh fall in love. But without "fen" we go our separate ways. At least in our local usage it is to be understood in the context of love between a man and a woman" [X Link](https://x.com/FidelisAurelius/status/2009216604371050760) 2026-01-08T10:52Z [---] followers, [----] engagements "Dan personally I am rooting for $DTIL but I know if there is a safe and durable non-gene editting drug people will never take a gene edittor that can induce unknown longterm DSB issues. The entire DTIL HBV thesis is on "there is no alternative". If GSK shows prolonged suppression without rebound then it could impact the end market size of DTIL. Worse DTIL is still in P1 and gene edittors have the highest capex of all drugs. https://twitter.com/i/web/status/2009473187717726426 https://twitter.com/i/web/status/2009473187717726426" [X Link](https://x.com/FidelisAurelius/status/2009473187717726426) 2026-01-09T03:51Z [---] followers, [---] engagements "@TrueAIHound And I assume these behaviors are hard-wired into their genetics. These things are incredible automata" [X Link](https://x.com/FidelisAurelius/status/2009516373068927431) 2026-01-09T06:43Z [---] followers, [--] engagements "@pawcio2009 The turd you short goes parabolic the turd you long straddle or die classic" [X Link](https://x.com/FidelisAurelius/status/2010700885324648818) 2026-01-12T13:10Z [---] followers, [---] engagements "Demand has collapsed as predicted half the patient base has no benefit if not outright aggressive decline after taking the drugs in addition to all the myriad safety issues. The drug proved itself not working and even worse for this drug class [--] big RCTs from Sarepta and Pfizer failed. https://twitter.com/i/web/status/2010935297538998539 https://twitter.com/i/web/status/2010935297538998539" [X Link](https://x.com/FidelisAurelius/status/2010935297538998539) 2026-01-13T04:41Z [---] followers, [---] engagements "@BillyM2k Let's look to the bright side: shitty soul crushing back office jobs are gone" [X Link](https://x.com/FidelisAurelius/status/2011291142672003116) 2026-01-14T04:15Z [---] followers, [--] engagements "@brwtoovey It's the upcoming adult 3M readout this Q and the pediatric RCT interim data in Q2. If these [--] don't at least immitate the canine's rapid gains the thesis breaks" [X Link](https://x.com/FidelisAurelius/status/2011404819211374984) 2026-01-14T11:47Z [---] followers, [--] engagements "It was me and yes this Numb/Notch pathway is present even in well studied models like dropsophila. The PoS is high in my view and I have a number for it in my modelling but I think it is better if the company show us the results on the 1b cohort first. How they improved relative to baseline now that they are on drug for a total of [--] months will tell us what we can expect for the PoS" [X Link](https://x.com/FidelisAurelius/status/2011412684630372524) 2026-01-14T12:18Z [---] followers, [--] engagements "@cremieuxrecueil It only invites more disrespect and cheating apparently I agree with sharing the housework and child care but when men do the majority or all of it he is treated like a rag" [X Link](https://x.com/FidelisAurelius/status/2011610887573160407) 2026-01-15T01:26Z [---] followers, [--] engagements "@marwinho1985 @brwtoovey I generally agree although I want to see the needle continue to move in the 1b cohort at the mean level since it already moved significantly in [--] days" [X Link](https://x.com/FidelisAurelius/status/2011654867035832677) 2026-01-15T04:21Z [---] followers, [--] engagements "Someone help this baggie. dOeSn'T sTaBiLiZe tHe sArCoLeMmA 😂 @TrueTrueIke @augurbio Happily. SAT3247 targets downstream inflammation ie fibrosis not the dystrophin axis. It modulates secondary pathology after damage is done doesnt stabilize the sarcolemma Ca influx or myofiber necrosis. It is mechanistically incapable of altering DMD disease trajectory @TrueTrueIke @augurbio Happily. SAT3247 targets downstream inflammation ie fibrosis not the dystrophin axis. It modulates secondary pathology after damage is done doesnt stabilize the sarcolemma Ca influx or myofiber necrosis. It is" [X Link](https://x.com/FidelisAurelius/status/2011826015128207434) 2026-01-15T15:41Z [---] followers, [---] engagements "@dheurofkshe @Elijahjstacy @TrueTrueIke @augurbio No wonder $DTIL is in the dump. If this is your most vocal shareholder on all of X the stock has no chance" [X Link](https://x.com/FidelisAurelius/status/2011979790929232003) 2026-01-16T01:52Z [---] followers, [---] engagements "@TrueAIHound @skdh So how would your model describe the blackhole since we can observe it. It's not a singularity but just very heavy so light can't escape right" [X Link](https://x.com/FidelisAurelius/status/2012051396003254508) 2026-01-16T06:36Z [---] followers, [--] engagements "@kevinnbass You cannot take God out of men because they would just worship something else. Prehistoric people worship the stars the trees even a large rock. It's built into us so pick a good benevolent God as your internal compass or else" [X Link](https://x.com/FidelisAurelius/status/2012399662976938379) 2026-01-17T05:40Z [---] followers, [----] engagements "I will never stop being amazed by my mom's sales skill. When she pitches real estate deals or ideas to her clients it sounds exactly like if she walked out of Wolf of Wall Street. It's a skill I definitely did not inherit from her 😂" [X Link](https://x.com/FidelisAurelius/status/2013141052173983957) 2026-01-19T06:46Z [---] followers, [---] engagements "@wallstengine The secret ingredient is crime 💀" [X Link](https://x.com/FidelisAurelius/status/2013457179546919348) 2026-01-20T03:42Z [---] followers, [---] engagements "@NaomiSeibt If believing this monster should be executed makes me a Nazi then count me in on the daily salutes ans sieg heil" [X Link](https://x.com/FidelisAurelius/status/2013961454613856502) 2026-01-21T13:06Z [---] followers, [--] engagements "@pawcio2009 Just checked the watch list and most of the turds are green 👀" [X Link](https://x.com/FidelisAurelius/status/2014143020518556037) 2026-01-22T01:08Z [---] followers, [--] engagements "Any comment on this particular dataset from DTIL I find it concerning that there is 1) no dose response 2) the dmd mice did not return to wild type strength and 3) the dmd control mice did not lose strength. No. [--] may not be in their control due to the limitation of the mouse model but [--] and [--] are fairly serious since it challenges their claim that they can actually hit satellite cells in quantity. The mouse model has incredible regenerative power and should have returned to wild type strength if they were going after the Beckers phenotype in human." [X Link](https://x.com/FidelisAurelius/status/2014233937451913299) 2026-01-22T07:09Z [---] followers, [---] engagements "@distributedkv She has more sexual energy than Taylor Swift" [X Link](https://x.com/FidelisAurelius/status/2014336867995709488) 2026-01-22T13:58Z [---] followers, [--] engagements "@pawcio2009 Don't have to join the BoP because you're a state Awesome" [X Link](https://x.com/FidelisAurelius/status/2014574971969012173) 2026-01-23T05:44Z [---] followers, [--] engagements "@kevinnbass The waste and fraud is also actively destroying the value of the USD squeezing the lives of otherwise healthy Americans" [X Link](https://x.com/FidelisAurelius/status/2014612835188539884) 2026-01-23T08:15Z [---] followers, [--] engagements "Needless to say given the history of RCT failures the prior for a microdystrophin drug is low. The default assumption should be that it does not hold up under an RCT until it does" [X Link](https://x.com/FidelisAurelius/status/2014880333532131516) 2026-01-24T01:58Z [---] followers, [---] engagements "@kevinnbass America cannot collapse because America is Rome's True Heir. The fall of Rome and its lessons were embedded into the country through the Founding Fathers" [X Link](https://x.com/FidelisAurelius/status/2015308910580916551) 2026-01-25T06:21Z [---] followers, [---] engagements "@CloisterRes Year [--] to Year [--] saw [---] NSAA decline. Their data is behaving completely inline with the natural history. Look at how many kids gained function into age 8-9" [X Link](https://x.com/FidelisAurelius/status/2015969568393723946) 2026-01-27T02:06Z [---] followers, [---] engagements "@pawcio2009 @peter_paone They should try announcing a negative result and proceed to cleanly beat SoC next time" [X Link](https://x.com/FidelisAurelius/status/2016146789636940209) 2026-01-27T13:50Z [---] followers, [--] engagements "Unfortunately for the gene therapies and exon skippers I believe within 6-9 months there will be a small molecule that will demolish this space. I will be proven right or wrong pending RCT results. @BioTecIsFuture @yachmod @StockKarate @FDA @GenethonFr Any competitor still has to scale manufacturing prove durability and navigate an FDA thats been pretty chaotic lately. That runway gives $SRPT a lot more breathing room than people think. @BioTecIsFuture @yachmod @StockKarate @FDA @GenethonFr Any competitor still has to scale manufacturing prove durability and navigate an FDA thats been pretty" [X Link](https://x.com/FidelisAurelius/status/1990506183120334866) 2025-11-17T19:43Z [---] followers, [----] engagements "@charle77238 @biotech_hunter One for the heart one for muscles" [X Link](https://x.com/FidelisAurelius/status/1996579018209165717) 2025-12-04T13:55Z [---] followers, [--] engagements "$DYN relevant imo. @avidresearch This is so sad because single digit dystrophin will 99.99% do nothing in the clinic. Avidity's exon44 gave +0 NSAA after [--] year OLE those guys deliver 30% mean expression. These things are expensive placebos and will be approved. @avidresearch This is so sad because single digit dystrophin will 99.99% do nothing in the clinic. Avidity's exon44 gave +0 NSAA after [--] year OLE those guys deliver 30% mean expression. These things are expensive placebos and will be approved" [X Link](https://x.com/FidelisAurelius/status/1997998086279594289) 2025-12-08T11:53Z [---] followers, [---] engagements "$STOK it's because I picked it for bio squid game 💀" [X Link](https://x.com/FidelisAurelius/status/2010685368002064429) 2026-01-12T12:08Z [---] followers, [---] engagements "@mrhighway_y @chamath *adjust our targets based on new data if it is financially expedient" [X Link](https://x.com/FidelisAurelius/status/2016331192627560879) 2026-01-28T02:03Z [---] followers, [--] engagements "The left: [--]. Believes humanity needs to die for nature to heal [--]. Believes anything that drives civilizational destruction is good [--]. Hence the worshipping of transgenderism criminals murder abortion [--]. While completely being ok with murdering those who thinks differently unarmed [--]. While harboring hatred for those that are: better looking successful normal (no tattoo no insane hair color) [--]. While being ugly fat and disgusting [--]. While trying to invert reality to make people believe being ugly fat and disgusting is "a good thing actually". I can go on and on but I think these are some of the" [X Link](https://x.com/FidelisAurelius/status/2016336291395481979) 2026-01-28T02:23Z [---] followers, [----] engagements "@A_May_MD You know it's bad when XBI was half of ATH and the White Mouse thinks it's a bubble" [X Link](https://x.com/FidelisAurelius/status/2016351891291308178) 2026-01-28T03:25Z [---] followers, [---] engagements "@augurbio They have only dosed a tiny number of patients and already have a brain tumor (I think it is highly likely due to the drug). I don't think it's a black swan it might be a highly common phenomenon if it already happens this early on" [X Link](https://x.com/FidelisAurelius/status/2016716576050008289) 2026-01-29T03:34Z [---] followers, [--] engagements "@bronxb_13 I think the market's PoS for approval is even lower than 40%. Like 25-30% given current prices" [X Link](https://x.com/FidelisAurelius/status/2016873167797834118) 2026-01-29T13:56Z [---] followers, [---] engagements "@charle77238 Thinking this chart needs a week of consolidation after the monster move so far. Let's see what you got Satellos 💪💪" [X Link](https://x.com/FidelisAurelius/status/2016886820106359260) 2026-01-29T14:51Z [---] followers, [--] engagements "For many years liberals have convinced us that much of the world is in their wishy-washy moral grey zone. The truth is much of the world is black/white. There is a clear difference between right and wrong up and down good and evil. Moral grey zone make up maybe 10% or less of all situations. The reason why they do so is to justify murder when convenient (Charlie Kirk) while believing violent agitation at law enforcement is normal (Alex Pretti). Their behavior is no different than cancer cells waving the self flag to avoid immune surveillance. Total anarchy and destruction of social order is" [X Link](https://x.com/FidelisAurelius/status/2017472975898042856) 2026-01-31T05:40Z [---] followers, [---] engagements "@monaco_biotech This is gonna be a great year" [X Link](https://x.com/FidelisAurelius/status/2017495718626529427) 2026-01-31T07:10Z [---] followers, [--] engagements "@FFreeSSpeech We are fighting against a League of Demons" [X Link](https://x.com/FidelisAurelius/status/2017636026781733099) 2026-01-31T16:28Z [---] followers, [--] engagements "@serpentza Lmao China's a living hell. Smogs that kill you government that knows how many times you swiped your ass last you poop race to the bottom salary jobs and unaffordable housing alongside a housing crash. Great place" [X Link](https://x.com/FidelisAurelius/status/1884629728369218029) 2025-01-29T15:48Z [---] followers, [---] engagements "$MSCLF's 2nd indication will be FSHD. They did have mice data showing strength improvements but to me DMD is the clear shot on goal. The rest is optionality/platform value" [X Link](https://x.com/FidelisAurelius/status/1999332710901514580) 2025-12-12T04:17Z [---] followers, [----] engagements "$MSCLF I wanna know what's happening to my man who gained infinite % strength after [--] days 💪😩" [X Link](https://x.com/FidelisAurelius/status/2001139370469015869) 2025-12-17T03:56Z [---] followers, [----] engagements "$MSCLF today I learned some people do not believe muscles regenerate. They think the muscles you have in your body was somehow delivered to you by a crane or a swan or whatever when your mother gave birth to you. And if you sit all day somehow your muscles evaporate. And if you lift somehow the swans bring your muscles back during your sleep. I'm dead serious. We have a lot of upside here. https://twitter.com/i/web/status/2003668274626838855 https://twitter.com/i/web/status/2003668274626838855" [X Link](https://x.com/FidelisAurelius/status/2003668274626838855) 2025-12-24T03:25Z [---] followers, [----] engagements "@JonCOrtho @TrueTrueIke It is my friend's well being that is the top of my mind" [X Link](https://x.com/FidelisAurelius/status/2004397889716629951) 2025-12-26T03:44Z [---] followers, [---] engagements "$MSCLF Q1 data will be a nice appetizer and set up some expectations for the pediatric interim in Q2. I would consider +4kg grip (+200% from baseline) and +10% ppFVC to be strong and corroborate the canine results. $MSCL $MSCLF [----] is gonna be the year of Satellos.I can feel it in my muscles. https://t.co/VRHkUoheAZ $MSCL $MSCLF [----] is gonna be the year of Satellos.I can feel it in my muscles. https://t.co/VRHkUoheAZ" [X Link](https://x.com/FidelisAurelius/status/2006695288883511313) 2026-01-01T11:53Z [---] followers, [---] engagements "Something I would add is: in DMD biomarkers have zero correlation to clinical benefits. All RCTs have failed so far. Avidity's exon44 skipper delivered [--] NSAA delta after [--] year of dosing on average. These dystrophin-centric classes of drug especially the ones that do not restore asymmetric division of satellite cells deserve caution" [X Link](https://x.com/FidelisAurelius/status/2007266570855428261) 2026-01-03T01:43Z [---] followers, [---] engagements "$MSCLF so all it took was an analyst note when everything in there has been covered in my highlight section all along Lol there is so much alpha here 💀" [X Link](https://x.com/FidelisAurelius/status/2008948798471733503) 2026-01-07T17:08Z [---] followers, [---] engagements "$MSCLF did the progenitor cells also migrated to the chart and fixed the stock 😂" [X Link](https://x.com/FidelisAurelius/status/2011242808053821524) 2026-01-14T01:03Z [---] followers, [---] engagements "$MSCLF don't make me tap the sign. Quick thread on DMD escapers and what they actually tell us about disease biology. Long story short: prognosis is poor for "membrane stability" approaches aka putting back dystrophin into mature fibers. The only disease-modifying mutations are all regeneration-centric. I Quick thread on DMD escapers and what they actually tell us about disease biology. Long story short: prognosis is poor for "membrane stability" approaches aka putting back dystrophin into mature fibers. The only disease-modifying mutations are all regeneration-centric. I" [X Link](https://x.com/FidelisAurelius/status/2011826563218882739) 2026-01-15T15:43Z [---] followers, [----] engagements "@augurbio @kevinnbass Augur you and I both made our minds on this topic. Let's move on. Could you address my comment regarding DTIL in your other post however I find it more productive that we talk about those topics" [X Link](https://x.com/FidelisAurelius/status/2015611361632616885) 2026-01-26T02:22Z [---] followers, [--] engagements "Told a friend one of my stocks are uplisting to the Nasdaq with a potential disease modifying drug for DMD. "It's for a muscle condition mainly affecting guys" "Erectile dysfunction" "No we're not competing with Pfizer" 💀" [X Link](https://x.com/FidelisAurelius/status/2017462335934435389) 2026-01-31T04:57Z [---] followers, [---] engagements "@reddit_lies Guys every American has [--] guns in the bedroom. You guys can end this tomorrow if you want to" [X Link](https://x.com/FidelisAurelius/status/2018524226962252285) 2026-02-03T03:17Z [---] followers, [---] engagements "$SLN I think this will be a winner. The PV program has a high PoS with near term calendar events. The Lp(a) program is a free call option waiting for either partner or class-level win from others in the field. My rNPV says this is worth about 1.8B 1.5B for PV 300M for Lp(a) without considering the platform value. https://twitter.com/i/web/status/1978884099164246502 https://twitter.com/i/web/status/1978884099164246502" [X Link](https://x.com/FidelisAurelius/status/1978884099164246502) 2025-10-16T18:01Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FidelisAurelius Fidelis AureliusFidelis Aurelius posts on X about $msclf, $srpt, $stok, if you the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 12.62% finance 7.77% cryptocurrencies 2.91% exchanges 1.94% celebrities 1.94% currencies 1.94% countries 1.94% fashion brands 0.97% musicians 0.97% travel destinations 0.97%
Social topic influence $msclf 15.53%, $srpt 4.85%, $stok 3.88%, if you 3.88%, $dyn 2.91%, $mscl 2.91%, in the 2.91%, history 2.91%, the world 2.91%, $sln 2.91%
Top accounts mentioned or mentioned by @charle77238 @pawcio2009 @augurbio @kevinnbass @trueaihound @truetrueike @cloisterres @mrhighwayy @dheurofkshe @monacobiotech @brwtoovey @joncortho @laurababcock @peterhratcliffe @markjcarney @killtoparty @markland55 @bryanjohnson @greynxgga69 @biovalues
Top assets mentioned Sarepta Therapeutics, Inc. (SRPT) Dyne Therapeutics, Inc. (DYN) Smart Layer Network (SLN) Coya Therapeutics, Inc. (COYA) Crane Holdings, Co. (CR)
Top posts by engagements in the last [--] hours
"@LauraBabcock You guys ran a drama teacher to replace an economist in [----]. Now you're trying to prop up a guy who thinks UBI and unlimited money printing is the solution to everything. You are the party of delusion not common sense"
X Link 2025-01-16T01:22Z [---] followers, [----] engagements
"@PeterHRatcliffe @MarkJCarney Who's responsible for the mass immigration dumbass"
X Link 2025-06-04T13:29Z [---] followers, [----] engagements
"@KILLTOPARTY Art of the deal"
X Link 2025-06-26T15:43Z [---] followers, [----] engagements
"$XBI Former $DYN CMO now leading Satellos ($MSCL.TO $MSCLF) through P2 RCT. Recall: the company's main hypothesis is the lack of dystrophin causes muscle stem cell to divide symmetrically in #Duchenne patients. Their drug works by inhibiting AAK1 thus tuning down Notch activity and preserving Numb creating that polarity for asymmetric division. Very clever imho. $MSCL News: Were pleased to welcome Dr. Wildon Farwell as our new chief medical officer. Hes a physician and biotech leader with a deep commitment to advancing care in neuromuscular and rare diseases. Were lucky to have him on board."
X Link 2025-07-16T13:32Z [---] followers, [----] engagements
"$MSCL $MSCLF More details from phase 1b. I like what I'm seeing so far. Significant gains are being seen in a population with little-to-zero muscles left. As long as there are residual fibers there should be satellite cells along those fibers trying to divide and sore up the damage. The totality of academic research preclinicals and clinical so far corroborate the regeneration thesis. Phase [--] is a pediatric RCT with 1:1:1 set up n=51 with dynamometry topline and a host of secondaries from NSAA to biopsies/MRI. It will settle the debate. https://twitter.com/i/web/status/1976663773092974637"
X Link 2025-10-10T14:59Z [---] followers, [----] engagements
"So $RNA's exon44 functional data just dropped. NSAA change from baseline is ZERO in an open label setting. Knowing open label data typically outperform in open label what would have happened if this was RCT I dare say they would have failed. Critically how is is possible that an exon skipper with average expression of 30%+ with some patients reaching as high as 50%+ fail to show ANY functional benefit at all in NSAA Remember this is well into Beckers territory if not beyond. If exonskipping or uDys or any drug that is built on the membrane stability hypothesis could bring function back this"
X Link 2025-12-02T02:45Z [---] followers, [---] engagements
"$MSCLF From the depth of necrotic fibers Satellite cells shall divide asymmetrically again. Whisper it. J.R.R. Tolkien https://t.co/6AcCU2tCEU Whisper it. J.R.R. Tolkien https://t.co/6AcCU2tCEU"
X Link 2025-12-07T05:46Z [---] followers, [----] engagements
"Sure. $MSCLF has a drug to regenerate lost muscles in DMD. [--] old treated canines recovered fully adults on the drug for [--] days doubled their grip strength is now cleared by the FDA to do P2 in children in the US. P2 is only 12wks with blinded interim as early as Q2'26. Mark it. https://twitter.com/i/web/status/1998719081294532746 https://twitter.com/i/web/status/1998719081294532746"
X Link 2025-12-10T11:38Z [---] followers, [---] engagements
"$MSCLF the aim is to inhibit AAK1 to allow Numb to naturally antagonize Notch recreating Numb/Notch paritioning for asymmetric division of satellite cells which will go on to patch the fibers indepdently of dystrophin. It has nothing to do with eGFR"
X Link 2025-12-11T03:43Z [---] followers, [----] engagements
"$MSCLF how do I know regeneration works Because it already did. A long ass time ago. https://www.youtube.com/watchv=RfobvyoIEzU&t=2501s https://www.youtube.com/watchv=RfobvyoIEzU&t=2501s"
X Link 2025-12-25T15:48Z [---] followers, [----] engagements
"$MSCLF "Regenerative Index reveals declining muscle regeneration in pediatric patients with Duchenne muscular dystrophy" "Regenerative Index in DMD boys exhibited a pronounced decline between 7-11 years of age and a significant inverse correlation between RI and age was observed." "The RI is the ratio of newly formed (eMHC+) myofibers over necrotic (IgG+) myofibers thus normalizing the variation found between biopsies". "In striking comparison determination of Regenerative Index (RI) . revealed a strong inverse relationship with age at biopsy in boys with DMD. The RI decreased significantly"
X Link 2026-01-06T04:30Z [---] followers, [----] engagements
"$MSCLF did someone stand up from their wheelchair or what 😂"
X Link 2026-01-22T15:39Z [---] followers, [---] engagements
"$MSCLF Nasdaq listing is here so let's revisit the thesis. @markland_55 The pitch is that the reason why Elevidys and other dystrophin drugs failed to bring any clinical benefit is because dystrophin isn't needed in muscles. That is the simple explanation to all the clinical failures despite stellar biomarkers. The proof is in the GRMD canines with @markland_55 The pitch is that the reason why Elevidys and other dystrophin drugs failed to bring any clinical benefit is because dystrophin isn't needed in muscles. That is the simple explanation to all the clinical failures despite stellar"
X Link 2026-01-28T12:17Z [---] followers, [----] engagements
"$SRPT because the NSAA delta is [---] after a year and sits well within natural history sir 👎"
X Link 2026-01-31T04:15Z [---] followers, [----] engagements
"@bryan_johnson I'm feeling good. I know absolute evil exists in the world evident in the Epstein files but I also know in the end we will win"
X Link 2026-02-04T03:55Z [---] followers, [--] engagements
"@Greynxgga69 World Peace will be achieved after the US leaves the UN"
X Link 2026-02-08T05:31Z [---] followers, [----] engagements
"I think impaired progenitor production is the DMD bottleneck so my degen bio pick is $MSCLF with 3M durability data this Q and pediatric RCT interim in Q2. $STOK for the first disease modifying therapy in Dravet. $SLN has an important RCT read out in Q3 for a rare blood cancer but mechanism is already derisked elsewhere. Also might piggy back from Lpa readouts elsewhere. $COYA low chances since it's ALS but if it works and halt decline kaboom https://twitter.com/i/web/status/2007654904220066104 https://twitter.com/i/web/status/2007654904220066104"
X Link 2026-01-04T03:26Z [---] followers, [---] engagements
"@CloisterRes Well for one a CNS program is different from a muscular program. The DMD program will likely require a phase [--] showing clear functional benefit. The main criticism of DMD GTx is that they don't have definitive proof of functional efficacy (2 big P3 failed: SRPT and Pfizer)"
X Link 2026-02-11T16:23Z [---] followers, [---] engagements
"@BioValues No one cares about a speculative thesis until it already 10x'd. I write these and has very low audience"
X Link 2026-02-12T00:51Z [---] followers, [---] engagements
"@visegrad24 The troons are agents of Baal. Another cohort of children was sacrificed"
X Link 2026-02-12T01:07Z [---] followers, [---] engagements
"$SLN Last patient dosed for PV program today. They are on track for a significant move up as the market digest and price the topline PoS imo. $SLN I think this will be a winner. The PV program has a high PoS with near term calendar events. The Lp(a) program is a free call option waiting for either partner or class-level win from others in the field. My rNPV says this is worth about 1.8B 1.5B for PV 300M for Lp(a) $SLN I think this will be a winner. The PV program has a high PoS with near term calendar events. The Lp(a) program is a free call option waiting for either partner or class-level"
X Link 2025-10-23T16:16Z [---] followers, [---] engagements
"$SRPT improving SoC over the past 10y did the heavy lifting here not Elevidys. Next year NSAA from baseline will go into the red and the decline curve will resume"
X Link 2026-01-26T15:40Z [---] followers, [----] engagements
"@amitisinvesting @CarioCapital They want to have the ability to let people invest off of the Grab Wallet. The end game is you never leave the Grab financial ecosystem. Buy sell save invest all in that app"
X Link 2026-02-12T06:06Z [---] followers, [---] engagements
"Not too long ago $GME's own short squeeze ignited a market mania into shitcos across the entire market. $CAPR with RCT data in hand at last may trigger the very same rally into DMD shitcos"
X Link 2025-12-03T14:05Z [---] followers, [----] engagements
"@pick1998_2 Bro $SRPT does not reverse the disease progress. Best it can do is halt. And year [--] data is already faltering"
X Link 2025-12-04T01:11Z [---] followers, [---] engagements
"@WassimLaroussi3 The world does not understand DMD. DMD is not a "solved" disease. Putting dystrophin into fiber does nothing but somehow spraying exosomes factors helped. Important to note that microdystrophins also failed to help the heart unlike Deramiocel"
X Link 2025-12-04T03:53Z [---] followers, [---] engagements
"@genejchan DMD is not within his field of competence. He talked up/long $SRPT. If he were competent in this field he would short it not long it"
X Link 2025-12-05T01:22Z [---] followers, [---] engagements
"@commonsenseplay @mrhighway_y Sarepta is now an siRNA story in [--] crowded fields (DM1/FSHD). Their DMD drugs don't work they are expensive placebos. If you care about DMD at all read this. Quick thread on DMD escapers and what they actually tell us about disease biology. Long story short: prognosis is poor for "membrane stability" approaches aka putting back dystrophin into mature fibers. The only disease-modifying mutations are all regeneration-centric. I Quick thread on DMD escapers and what they actually tell us about disease biology. Long story short: prognosis is poor for "membrane"
X Link 2025-12-08T02:11Z [---] followers, [---] engagements
"$DYN result looks weak. Single digit expression in mature fibers and no notable functional gain. Will be interesting to see the exact details but results so far align with everything ever reported by the membrane stability hypothesis: no coupling between biomarkers and function. https://twitter.com/i/web/status/1997997381649072580 https://twitter.com/i/web/status/1997997381649072580"
X Link 2025-12-08T11:51Z [---] followers, [---] engagements
"@qcapital2020 Have you been to any sports store Hola and New Balance are everywhere. Stores are putting Hoka first before Nike"
X Link 2025-12-09T14:12Z [---] followers, [----] engagements
"The future is complementary. CAPR does not bring back muscles and functions MSCLF can and the early results spoke for themselves. Soon we will know if the adults can sustain and gain more and P2 is starting in days with blinded interim in Q2. In an ideal world we could have the patients live into old age if both drugs work"
X Link 2025-12-11T01:09Z [---] followers, [---] engagements
"@BiotechAnalysst Don't see how this could compete with $STOK"
X Link 2025-12-11T06:49Z [---] followers, [---] engagements
"@charle77238 There is a budget in their disclosure on Canadian side. They are guiding for 33M spending for P2 and leaving out a couple millions in reserve. So they have the cash. If they are short on cash I would never recommend"
X Link 2025-12-11T12:09Z [---] followers, [---] engagements
"@charle77238 The company has to prove itself. I don't make excuses for their crappy share price. They will have to prove themselves by executing and presenting more data. I believe things can change if they show us sustained strength and ppFVC improvement in the adults cohort next Q"
X Link 2025-12-11T12:35Z [---] followers, [--] engagements
"@pawcio2009 The buyout needs to happen or else we'll have another biowinter"
X Link 2025-12-22T07:42Z [---] followers, [---] engagements
"@BrandonLuuMD Damn but also what's the mechanism here"
X Link 2025-12-23T12:42Z [---] followers, [---] engagements
"The last raise was [----] CAD not USD so [----] USD. I agree on another round of dilution to fund commercialization after P2. On the day the result drops they will likely trade at 1B so a 10-15% dilution then to scale this small molecule out makes sense. Or just a partnership with upfront money and international rights (which they have also hinted at many times). [--] drug [--] placebo has enough power to detect multifold strength improvements. My expectations given the mechanism and the evidence so far is that kids on drug will trend to near normal strength with visible MRI muscle mass gain and"
X Link 2025-12-24T03:20Z [---] followers, [--] engagements
"Honest question in DMD if you assume it is membrane stability that is the problem and you fix that how do you address the deficit in progenitor cells This is THE source of myonuclei and its output simply crashed due to missing dystrophin inside satellite cells. Study in mice shows that if myonuclei within a fiber falls below a certain threshold the fiber undergoes apoptosis/death. So in theory if you only put dystrophin back into the fibers that patient's fibers can't surpass a normal person's in terms of strength. What if the patient lift something or try to run Their fibers would still rip"
X Link 2025-12-24T12:13Z [---] followers, [---] engagements
"The pitch is that the reason why Elevidys and other dystrophin drugs failed to bring any clinical benefit is because dystrophin isn't needed in muscles. That is the simple explanation to all the clinical failures despite stellar biomarkers. The proof is in the GRMD canines with DMD who lived to old age purely off of upregulated regeneration from Jag1. Dystrophin is needed in satellite cells. That is what gives rise to new fibers. Dystrophin ensures when satellite cells divide they have about 50:50 split between new muscle cells (progenitors) and same old satellite cells to keep the party"
X Link 2025-12-24T13:18Z [---] followers, [---] engagements
"There isn't but I want us to debate in good faith. You claim that a dataset of [--] patients eventually showing near-normal strength NSAA delta 5+ over placebo and over the course of treatment return to normal NSAA with MRI showing near full muscle recovery with biopsy showing great recovery from baseline won't receive accelerated approval. I believe it will not because I ignore the high evidentiary standard the current FDA has but because I know this dataset if it comes will meet that bar and more"
X Link 2025-12-25T12:16Z [---] followers, [---] engagements
"@pawcio2009 Damn I hope my picks aren't consensus"
X Link 2025-12-27T06:02Z [---] followers, [---] engagements
"@charle77238 @BigChodu @nahushabiotec $STOK as well"
X Link 2025-12-28T02:47Z [---] followers, [---] engagements
"At this stage membrane stability as a DMD theory should be considered dead. These guys just made the boys exercise and serum CK is down 40% by month [--] with improvements across the board. https://www.mdaconference.org/abstract-library/heart-rate-guided-cycle-exercise-training-in-boys-with-dmd-evidence-of-cardiopulmonary-and-muscle-adaptations/ https://www.mdaconference.org/abstract-library/heart-rate-guided-cycle-exercise-training-in-boys-with-dmd-evidence-of-cardiopulmonary-and-muscle-adaptations/"
X Link 2025-12-30T02:40Z [---] followers, [---] engagements
"This is why Stackoverflow dies because users expect to get lynched for asking something they don't know while the LLMs gives you a detailed breakdown of what gaps you have"
X Link 2026-01-02T03:28Z [---] followers, [---] engagements
"@Antunes1 The United States of Earth"
X Link 2026-01-05T04:07Z [---] followers, [---] engagements
"@TrueAIHound @PhysInHistory Does your theory also provide alternative representation of the myriad constants in physics like the ones in the photo"
X Link 2026-01-05T07:10Z [---] followers, [---] engagements
"@macastel3 That is insane. What about pork and beef"
X Link 2026-01-05T12:12Z [---] followers, [---] engagements
"I didn't find much except this exerp: Nearly all investigational/approved DMD treatments are IV infusions aiming to restore dystrophin which helps maintain the integrity of muscles and mitigates contraction- induced injury. However mild disease phenotype in certain humans/dogs with zero dystrophin suggests that genetic modifications could also ameliorate the DMD phenotype. Satellos is developing SAT-3247 a small molecule aiming to restore dystrophin signaling (rather than dystrophin levels) implicated in regeneration of muscles. Early open-label data (N=5) appear promising while additional"
X Link 2026-01-08T00:59Z [---] followers, [---] engagements
"@buperac Correct and I hope President Trump send Delta Force to pick up Carney and the traitors in Ottawa"
X Link 2026-01-08T04:33Z [---] followers, [---] engagements
"@dheurofkshe @monaco_biotech Wrong. It's an existential threat to $DTIL's HBV program depending on the exact details of functional cure rates"
X Link 2026-01-08T05:25Z [---] followers, [---] engagements
"The "yuan" implies a sense of sponteneity the "fen" implies a sense of permanence. Sometimes two people could have "yuan". We meet laugh fall in love. But without "fen" we go our separate ways. At least in our local usage it is to be understood in the context of love between a man and a woman"
X Link 2026-01-08T10:52Z [---] followers, [----] engagements
"Dan personally I am rooting for $DTIL but I know if there is a safe and durable non-gene editting drug people will never take a gene edittor that can induce unknown longterm DSB issues. The entire DTIL HBV thesis is on "there is no alternative". If GSK shows prolonged suppression without rebound then it could impact the end market size of DTIL. Worse DTIL is still in P1 and gene edittors have the highest capex of all drugs. https://twitter.com/i/web/status/2009473187717726426 https://twitter.com/i/web/status/2009473187717726426"
X Link 2026-01-09T03:51Z [---] followers, [---] engagements
"@TrueAIHound And I assume these behaviors are hard-wired into their genetics. These things are incredible automata"
X Link 2026-01-09T06:43Z [---] followers, [--] engagements
"@pawcio2009 The turd you short goes parabolic the turd you long straddle or die classic"
X Link 2026-01-12T13:10Z [---] followers, [---] engagements
"Demand has collapsed as predicted half the patient base has no benefit if not outright aggressive decline after taking the drugs in addition to all the myriad safety issues. The drug proved itself not working and even worse for this drug class [--] big RCTs from Sarepta and Pfizer failed. https://twitter.com/i/web/status/2010935297538998539 https://twitter.com/i/web/status/2010935297538998539"
X Link 2026-01-13T04:41Z [---] followers, [---] engagements
"@BillyM2k Let's look to the bright side: shitty soul crushing back office jobs are gone"
X Link 2026-01-14T04:15Z [---] followers, [--] engagements
"@brwtoovey It's the upcoming adult 3M readout this Q and the pediatric RCT interim data in Q2. If these [--] don't at least immitate the canine's rapid gains the thesis breaks"
X Link 2026-01-14T11:47Z [---] followers, [--] engagements
"It was me and yes this Numb/Notch pathway is present even in well studied models like dropsophila. The PoS is high in my view and I have a number for it in my modelling but I think it is better if the company show us the results on the 1b cohort first. How they improved relative to baseline now that they are on drug for a total of [--] months will tell us what we can expect for the PoS"
X Link 2026-01-14T12:18Z [---] followers, [--] engagements
"@cremieuxrecueil It only invites more disrespect and cheating apparently I agree with sharing the housework and child care but when men do the majority or all of it he is treated like a rag"
X Link 2026-01-15T01:26Z [---] followers, [--] engagements
"@marwinho1985 @brwtoovey I generally agree although I want to see the needle continue to move in the 1b cohort at the mean level since it already moved significantly in [--] days"
X Link 2026-01-15T04:21Z [---] followers, [--] engagements
"Someone help this baggie. dOeSn'T sTaBiLiZe tHe sArCoLeMmA 😂 @TrueTrueIke @augurbio Happily. SAT3247 targets downstream inflammation ie fibrosis not the dystrophin axis. It modulates secondary pathology after damage is done doesnt stabilize the sarcolemma Ca influx or myofiber necrosis. It is mechanistically incapable of altering DMD disease trajectory @TrueTrueIke @augurbio Happily. SAT3247 targets downstream inflammation ie fibrosis not the dystrophin axis. It modulates secondary pathology after damage is done doesnt stabilize the sarcolemma Ca influx or myofiber necrosis. It is"
X Link 2026-01-15T15:41Z [---] followers, [---] engagements
"@dheurofkshe @Elijahjstacy @TrueTrueIke @augurbio No wonder $DTIL is in the dump. If this is your most vocal shareholder on all of X the stock has no chance"
X Link 2026-01-16T01:52Z [---] followers, [---] engagements
"@TrueAIHound @skdh So how would your model describe the blackhole since we can observe it. It's not a singularity but just very heavy so light can't escape right"
X Link 2026-01-16T06:36Z [---] followers, [--] engagements
"@kevinnbass You cannot take God out of men because they would just worship something else. Prehistoric people worship the stars the trees even a large rock. It's built into us so pick a good benevolent God as your internal compass or else"
X Link 2026-01-17T05:40Z [---] followers, [----] engagements
"I will never stop being amazed by my mom's sales skill. When she pitches real estate deals or ideas to her clients it sounds exactly like if she walked out of Wolf of Wall Street. It's a skill I definitely did not inherit from her 😂"
X Link 2026-01-19T06:46Z [---] followers, [---] engagements
"@wallstengine The secret ingredient is crime 💀"
X Link 2026-01-20T03:42Z [---] followers, [---] engagements
"@NaomiSeibt If believing this monster should be executed makes me a Nazi then count me in on the daily salutes ans sieg heil"
X Link 2026-01-21T13:06Z [---] followers, [--] engagements
"@pawcio2009 Just checked the watch list and most of the turds are green 👀"
X Link 2026-01-22T01:08Z [---] followers, [--] engagements
"Any comment on this particular dataset from DTIL I find it concerning that there is 1) no dose response 2) the dmd mice did not return to wild type strength and 3) the dmd control mice did not lose strength. No. [--] may not be in their control due to the limitation of the mouse model but [--] and [--] are fairly serious since it challenges their claim that they can actually hit satellite cells in quantity. The mouse model has incredible regenerative power and should have returned to wild type strength if they were going after the Beckers phenotype in human."
X Link 2026-01-22T07:09Z [---] followers, [---] engagements
"@distributedkv She has more sexual energy than Taylor Swift"
X Link 2026-01-22T13:58Z [---] followers, [--] engagements
"@pawcio2009 Don't have to join the BoP because you're a state Awesome"
X Link 2026-01-23T05:44Z [---] followers, [--] engagements
"@kevinnbass The waste and fraud is also actively destroying the value of the USD squeezing the lives of otherwise healthy Americans"
X Link 2026-01-23T08:15Z [---] followers, [--] engagements
"Needless to say given the history of RCT failures the prior for a microdystrophin drug is low. The default assumption should be that it does not hold up under an RCT until it does"
X Link 2026-01-24T01:58Z [---] followers, [---] engagements
"@kevinnbass America cannot collapse because America is Rome's True Heir. The fall of Rome and its lessons were embedded into the country through the Founding Fathers"
X Link 2026-01-25T06:21Z [---] followers, [---] engagements
"@CloisterRes Year [--] to Year [--] saw [---] NSAA decline. Their data is behaving completely inline with the natural history. Look at how many kids gained function into age 8-9"
X Link 2026-01-27T02:06Z [---] followers, [---] engagements
"@pawcio2009 @peter_paone They should try announcing a negative result and proceed to cleanly beat SoC next time"
X Link 2026-01-27T13:50Z [---] followers, [--] engagements
"Unfortunately for the gene therapies and exon skippers I believe within 6-9 months there will be a small molecule that will demolish this space. I will be proven right or wrong pending RCT results. @BioTecIsFuture @yachmod @StockKarate @FDA @GenethonFr Any competitor still has to scale manufacturing prove durability and navigate an FDA thats been pretty chaotic lately. That runway gives $SRPT a lot more breathing room than people think. @BioTecIsFuture @yachmod @StockKarate @FDA @GenethonFr Any competitor still has to scale manufacturing prove durability and navigate an FDA thats been pretty"
X Link 2025-11-17T19:43Z [---] followers, [----] engagements
"@charle77238 @biotech_hunter One for the heart one for muscles"
X Link 2025-12-04T13:55Z [---] followers, [--] engagements
"$DYN relevant imo. @avidresearch This is so sad because single digit dystrophin will 99.99% do nothing in the clinic. Avidity's exon44 gave +0 NSAA after [--] year OLE those guys deliver 30% mean expression. These things are expensive placebos and will be approved. @avidresearch This is so sad because single digit dystrophin will 99.99% do nothing in the clinic. Avidity's exon44 gave +0 NSAA after [--] year OLE those guys deliver 30% mean expression. These things are expensive placebos and will be approved"
X Link 2025-12-08T11:53Z [---] followers, [---] engagements
"$STOK it's because I picked it for bio squid game 💀"
X Link 2026-01-12T12:08Z [---] followers, [---] engagements
"@mrhighway_y @chamath *adjust our targets based on new data if it is financially expedient"
X Link 2026-01-28T02:03Z [---] followers, [--] engagements
"The left: [--]. Believes humanity needs to die for nature to heal [--]. Believes anything that drives civilizational destruction is good [--]. Hence the worshipping of transgenderism criminals murder abortion [--]. While completely being ok with murdering those who thinks differently unarmed [--]. While harboring hatred for those that are: better looking successful normal (no tattoo no insane hair color) [--]. While being ugly fat and disgusting [--]. While trying to invert reality to make people believe being ugly fat and disgusting is "a good thing actually". I can go on and on but I think these are some of the"
X Link 2026-01-28T02:23Z [---] followers, [----] engagements
"@A_May_MD You know it's bad when XBI was half of ATH and the White Mouse thinks it's a bubble"
X Link 2026-01-28T03:25Z [---] followers, [---] engagements
"@augurbio They have only dosed a tiny number of patients and already have a brain tumor (I think it is highly likely due to the drug). I don't think it's a black swan it might be a highly common phenomenon if it already happens this early on"
X Link 2026-01-29T03:34Z [---] followers, [--] engagements
"@bronxb_13 I think the market's PoS for approval is even lower than 40%. Like 25-30% given current prices"
X Link 2026-01-29T13:56Z [---] followers, [---] engagements
"@charle77238 Thinking this chart needs a week of consolidation after the monster move so far. Let's see what you got Satellos 💪💪"
X Link 2026-01-29T14:51Z [---] followers, [--] engagements
"For many years liberals have convinced us that much of the world is in their wishy-washy moral grey zone. The truth is much of the world is black/white. There is a clear difference between right and wrong up and down good and evil. Moral grey zone make up maybe 10% or less of all situations. The reason why they do so is to justify murder when convenient (Charlie Kirk) while believing violent agitation at law enforcement is normal (Alex Pretti). Their behavior is no different than cancer cells waving the self flag to avoid immune surveillance. Total anarchy and destruction of social order is"
X Link 2026-01-31T05:40Z [---] followers, [---] engagements
"@monaco_biotech This is gonna be a great year"
X Link 2026-01-31T07:10Z [---] followers, [--] engagements
"@FFreeSSpeech We are fighting against a League of Demons"
X Link 2026-01-31T16:28Z [---] followers, [--] engagements
"@serpentza Lmao China's a living hell. Smogs that kill you government that knows how many times you swiped your ass last you poop race to the bottom salary jobs and unaffordable housing alongside a housing crash. Great place"
X Link 2025-01-29T15:48Z [---] followers, [---] engagements
"$MSCLF's 2nd indication will be FSHD. They did have mice data showing strength improvements but to me DMD is the clear shot on goal. The rest is optionality/platform value"
X Link 2025-12-12T04:17Z [---] followers, [----] engagements
"$MSCLF I wanna know what's happening to my man who gained infinite % strength after [--] days 💪😩"
X Link 2025-12-17T03:56Z [---] followers, [----] engagements
"$MSCLF today I learned some people do not believe muscles regenerate. They think the muscles you have in your body was somehow delivered to you by a crane or a swan or whatever when your mother gave birth to you. And if you sit all day somehow your muscles evaporate. And if you lift somehow the swans bring your muscles back during your sleep. I'm dead serious. We have a lot of upside here. https://twitter.com/i/web/status/2003668274626838855 https://twitter.com/i/web/status/2003668274626838855"
X Link 2025-12-24T03:25Z [---] followers, [----] engagements
"@JonCOrtho @TrueTrueIke It is my friend's well being that is the top of my mind"
X Link 2025-12-26T03:44Z [---] followers, [---] engagements
"$MSCLF Q1 data will be a nice appetizer and set up some expectations for the pediatric interim in Q2. I would consider +4kg grip (+200% from baseline) and +10% ppFVC to be strong and corroborate the canine results. $MSCL $MSCLF [----] is gonna be the year of Satellos.I can feel it in my muscles. https://t.co/VRHkUoheAZ $MSCL $MSCLF [----] is gonna be the year of Satellos.I can feel it in my muscles. https://t.co/VRHkUoheAZ"
X Link 2026-01-01T11:53Z [---] followers, [---] engagements
"Something I would add is: in DMD biomarkers have zero correlation to clinical benefits. All RCTs have failed so far. Avidity's exon44 skipper delivered [--] NSAA delta after [--] year of dosing on average. These dystrophin-centric classes of drug especially the ones that do not restore asymmetric division of satellite cells deserve caution"
X Link 2026-01-03T01:43Z [---] followers, [---] engagements
"$MSCLF so all it took was an analyst note when everything in there has been covered in my highlight section all along Lol there is so much alpha here 💀"
X Link 2026-01-07T17:08Z [---] followers, [---] engagements
"$MSCLF did the progenitor cells also migrated to the chart and fixed the stock 😂"
X Link 2026-01-14T01:03Z [---] followers, [---] engagements
"$MSCLF don't make me tap the sign. Quick thread on DMD escapers and what they actually tell us about disease biology. Long story short: prognosis is poor for "membrane stability" approaches aka putting back dystrophin into mature fibers. The only disease-modifying mutations are all regeneration-centric. I Quick thread on DMD escapers and what they actually tell us about disease biology. Long story short: prognosis is poor for "membrane stability" approaches aka putting back dystrophin into mature fibers. The only disease-modifying mutations are all regeneration-centric. I"
X Link 2026-01-15T15:43Z [---] followers, [----] engagements
"@augurbio @kevinnbass Augur you and I both made our minds on this topic. Let's move on. Could you address my comment regarding DTIL in your other post however I find it more productive that we talk about those topics"
X Link 2026-01-26T02:22Z [---] followers, [--] engagements
"Told a friend one of my stocks are uplisting to the Nasdaq with a potential disease modifying drug for DMD. "It's for a muscle condition mainly affecting guys" "Erectile dysfunction" "No we're not competing with Pfizer" 💀"
X Link 2026-01-31T04:57Z [---] followers, [---] engagements
"@reddit_lies Guys every American has [--] guns in the bedroom. You guys can end this tomorrow if you want to"
X Link 2026-02-03T03:17Z [---] followers, [---] engagements
"$SLN I think this will be a winner. The PV program has a high PoS with near term calendar events. The Lp(a) program is a free call option waiting for either partner or class-level win from others in the field. My rNPV says this is worth about 1.8B 1.5B for PV 300M for Lp(a) without considering the platform value. https://twitter.com/i/web/status/1978884099164246502 https://twitter.com/i/web/status/1978884099164246502"
X Link 2025-10-16T18:01Z [---] followers, [---] engagements
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