#  @GabrieleIserani Gabriele Iserani Gabriele Iserani posts on X about biotech, $clpt, fda, execution the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1641676772050649090/interactions)  - [--] Week [---] -61% - [--] Month [-----] -5% ### Mentions: [--] [#](/creator/twitter::1641676772050649090/posts_active)  - [--] Month [--] no change ### Followers: [---] [#](/creator/twitter::1641676772050649090/followers)  - [--] Week [---] -0.85% - [--] Month [---] +52% ### CreatorRank: undefined [#](/creator/twitter::1641676772050649090/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) **Social topic influence** [biotech](/topic/biotech), [$clpt](/topic/$clpt), [fda](/topic/fda), [execution](/topic/execution), [in the](/topic/in-the), [company](/topic/company), [model](/topic/model), [growth](/topic/growth), [$hrow](/topic/$hrow), [core](/topic/core) **Top assets mentioned** [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Novo-Nordisk (NVO)](/topic/$nvo) ### Top Social Posts Top posts by engagements in the last [--] hours "CLN-049 is still listed as Cullinans $CGEM second pipeline program. Thats notable. Were talking about a drug with potential peak sales in the $13B range and a plausible accelerated approval path by [----] yet its not being treated as a core value driver by most biotech investors. That disconnect sets the stage for the risk discussion. On paper the biology makes sense. CLN-049 is a first-in-class FLT3CD3 bispecific in AML. FLT3 is broadly expressed on AML blasts (WT and mutant) target loss is unlikely and T-cell engagers remain a powerful modality when dosing is handled correctly. The risk of" [X Link](https://x.com/anyuser/status/2012985355792679349) 2026-01-18T20:28Z [---] followers, [---] engagements "Novo Nordisks $NVO oral version of Wegovy could be more transformative than it looks. The drug approved in late [----] as the first oral GLP-1 for weight loss is already seeing strong demand. The key isnt efficacy clinical data suggest weight loss is broadly comparable to the injectable but access and behavior. Many patients simply dont see themselves on chronic injections. An oral once-daily pill removes that psychological and practical barrier expanding the addressable population rather than just switching existing users. Pricing reinforces the strategy. The pill costs roughly the same to" [X Link](https://x.com/GabrieleIserani/status/2010714030294401198) 2026-01-12T14:02Z [--] followers, [---] engagements "ClearPoint Neuro $CLPT operates a hybrid business model that sits between medical devices and drug delivery with a long-term ambition thats easy to miss if you look at it as a traditional medtech company. The goal isnt to sell a single device. Its to become core infrastructure for minimally invasive neurological procedures surgical and therapeutic. CLPTs revenues come from three complementary pillars: neurosurgical disposables biologics & drug delivery services capital equipment and software Together they form a platform not a point solution. 1) Neurosurgical navigation & therapy ClearPoints" [X Link](https://x.com/anyuser/status/2011064197384175666) 2026-01-13T13:14Z [---] followers, [----] engagements "Returned to 20% revenue growth in Q4 and is guiding for double-digit growth across all four end markets in [----] without factoring in any potential FDA approvals. https://ir.clearpointneuro.com/news-events/press-releases/detail/1144/clearpoint-neuro-announces-preliminary-unaudited-fourth https://ir.clearpointneuro.com/news-events/press-releases/detail/1144/clearpoint-neuro-announces-preliminary-unaudited-fourth" [X Link](https://x.com/anyuser/status/2011096282534985937) 2026-01-13T15:21Z [---] followers, [---] engagements "My take about [--] questions facing biopharma in [----] 1) Is the recovery durable The rebound in H2 [----] was driven by better data returning deal flow and easing financial conditions. But this doesnt feel like a broad indiscriminate cycle. Capital is flowing to quality and execution not concepts. 2) Will M&A remain supportive Patent cliffs and cash-rich balance sheets point to continued dealmaking but the bar has moved. Buyers are prioritizing clinical de-risking smarter structures (CVRs staged payments) and capital efficiency. Fewer deals may happen but the ones that do will be more selective" [X Link](https://x.com/anyuser/status/2011416195279294706) 2026-01-14T12:32Z [---] followers, [---] engagements "Cantor Fitzgerald reiterates its Overweight rating on $TGTX reaffirming a constructive view on TG Therapeutics. Cantor highlights TG Therapeutics history of conservative guidance pointing to potential upside. Even if new patient starts in [----] remain flat or grow only modestly year over year the firm believes Briumvi sales could still reach $870900M supported by sustained demand and continued market share gains. Separately Goldman Sachs raised its price target on $TGTX from $37 to $39 while maintaining a Neutral rating implying over 32% upside from current levels. The move reflects increasing" [X Link](https://x.com/anyuser/status/2011796984961581235) 2026-01-15T13:45Z [---] followers, [---] engagements "Cullinan Therapeutics $CGEM is a good example of how biotech gets mispriced when science incentives and balance-sheet dynamics are not analyzed together. At $570M market cap and $120M enterprise value the current valuation implies that most of the pipeline carries little to no real economic value. I think that conclusion is driven more by perception than by fundamentals. Start with the balance sheet. Cullinan has $450M in shareholders equity and a manageable cash burn. The companys opportunities are: [--]. Zipalertinib [--]. CLN-049 [--]. CLN-978 Zipalertinib an EGFR exon20 inhibitor in NSCLC is not" [X Link](https://x.com/GabrieleIserani/status/2010458003137552751) 2026-01-11T21:05Z [---] followers, [---] engagements "TG Therapeutics $TGTX is quietly evolving into a more diversified story than it has been in the past. On the commercial front Q4 [----] sales were robust and guidance for [----] came in ahead of expectations. Operating expenses are flattening with only modest expansion of the sales force needed which sets up meaningful operating leverage as revenues scale. What makes this company interesting is the mix of products and investigational assets it has built: Ublituximab (Briumvi) a CD20-targeting monoclonal antibody already marketed for multiple sclerosis and part of regimens targeting B-cell" [X Link](https://x.com/anyuser/status/2011794453095207249) 2026-01-15T13:35Z [---] followers, [---] engagements "Apellis Pharmaceuticals $APLS shows why FDA approval doesnt automatically translate into a commercial inflection. EMPAVELI became the first approved therapy for C3G and IC-MPGN last summer yet the stock is down 30% since. Apellis is a complement-focused biotech built around C3 inhibition. Its portfolio includes EMPAVELI (pegcetacoplan) for rare complement-mediated kidney diseases and SYFOVRE for geographic atrophy a much larger but more competitive ophthalmology market. The strategy is to leverage the same biology across distinct indications rare disease for pricing power and ophthalmology" [X Link](https://x.com/anyuser/status/2012608599252492518) 2026-01-17T19:30Z [---] followers, [---] engagements "The FDA decision for REGENXBIOs $RGNX RGX-121 is expected on Feb [--] and is one of the key biotech readouts to watch in Q1. How this ties into $CLPT: ClearPoint is not a strategic co-development partner of REGENXBIO. Theres no royalty stream or milestone economics here. Instead CLPT acts as a technology and delivery partner RGX-121 uses ClearPoints SmartFlow cannula for intracranial delivery embedded directly in the clinical protocol. An approval would likely have limited near-term revenue impact for CLPT. But it would represent something more important: platform validation. SmartFlow would" [X Link](https://x.com/anyuser/status/2013359052156252472) 2026-01-19T21:12Z [---] followers, [----] engagements "One thing I find interesting about Harrow $HROW VEVYE is how little advertising they actually do. If you compare it to peers like BLCO with MEIBO the contrast is clear: heavy DTC campaigns high visibility but also very high SG&A tied to marketing spend. That model can drive awareness but its expensive and often front-loads costs well ahead of durable adoption. Latest total prescriptions data shows VEVYE prescriptions trending steadily higher on a 13-week basis despite weekly volatility. That also considering the first quarter of the year seasonality. A steady climb without heavy promotion" [X Link](https://x.com/anyuser/status/2015015635437158435) 2026-01-24T10:55Z [---] followers, [----] engagements "For decades the RAS oncogene was the holy grail of oncology a driver of 30% of all human cancers that remained notoriously "undruggable". While the first-gen G12C inhibitors were a milestone they only helped 1-2% of pancreatic cancer patients. Revolution Medicines $RVMD is moving beyond these niche targets by addressing the structural biology of the RAS(ON) active state. Their Tri-Complex platform allows for the inhibition of the protein exactly when it is driving the oncogenic signal. How the business is structured today: 1) Late-stage clinical portfolio (The RASolute program): This is where" [X Link](https://x.com/anyuser/status/2016518703681094074) 2026-01-28T14:28Z [---] followers, [----] engagements "Mariano Barbacids team tested a triple targeted combo (KRAS + EGFR + a STAT3-related resistance axis) in mouse models of pancreatic cancer (PDAC). The tumor shrinkage was striking and in some mice tumors disappeared with no relapse observed. But: this is preclinical. Its not tested in humans Safety/efficacy in patients is unknown and so is not a clinical treatment. Complete responses in mice arent unprecedented in pancreatic cancer research the hard part has always been translation. Human tumor biology and the microenvironment often blunt effects seen in animals." [X Link](https://x.com/anyuser/status/2016881312804610077) 2026-01-29T14:29Z [---] followers, [---] engagements "Harrow $HROW reaffirms FY25 guidance at $270M-$280M signaling confidence in its growth trajectory. Key takeaways from CEO Mark Baums update: OneHarrow Initiative: Moving from two commercial silos to a unified organization to drive disciplined execution. Commercial Scaling: Doubling the sales force for VEVYE and TRIESENCE to meet growing clinical momentum. IHEEZO is moving into the targeted office-based procedure market (2.5M annual procedures). VEVYE: double sales force by Memorial Day (from [--] to 100). MELT-300 NDA on track for 1H [--]. ImprimisRx: exiting California with a 157k fine. "The" [X Link](https://x.com/anyuser/status/2018412295190114371) 2026-02-02T19:52Z [---] followers, [---] engagements "I analyze healthcare and biotech through the lens of science clinical evidence and incentives. 5+ years investing experience with a research background in public health and health economics. I follow a concentrated portfolio of high-conviction healthcare names and focus on what truly drives long-term value: biology trial design regulation and execution. #biotech #pharma #healthcare" [X Link](https://x.com/anyuser/status/2011516338569625620) 2026-01-14T19:10Z [---] followers, [---] engagements "#ClearPoint Neuro is starting [----] strong with a team of over [---] people focused entirely on Neuro. Were excited to keep this momentum going and see what we can achieve together #CLPT" [X Link](https://x.com/anyuser/status/2018448281643459060) 2026-02-02T22:15Z [----] followers, [----] engagements "Harrow $HROW reaffirms FY25 guidance at $270M-$280M signaling confidence in its growth trajectory. Key takeaways from CEO Mark Baums update: OneHarrow Initiative: Moving from two commercial silos to a unified organization to drive disciplined execution. Commercial Scaling: Doubling the sales force for VEVYE and TRIESENCE to meet growing clinical momentum. IHEEZO is moving into the targeted office-based procedure market (2.5M annual procedures). VEVYE: double sales force by Memorial Day (from [--] to 100). MELT-300 NDA on track for 1H [--]. ImprimisRx: exiting California with a 157k fine. "The" [X Link](https://x.com/anyuser/status/2018412295190114371) 2026-02-02T19:52Z [---] followers, [---] engagements "Mariano Barbacids team tested a triple targeted combo (KRAS + EGFR + a STAT3-related resistance axis) in mouse models of pancreatic cancer (PDAC). The tumor shrinkage was striking and in some mice tumors disappeared with no relapse observed. But: this is preclinical. Its not tested in humans Safety/efficacy in patients is unknown and so is not a clinical treatment. Complete responses in mice arent unprecedented in pancreatic cancer research the hard part has always been translation. Human tumor biology and the microenvironment often blunt effects seen in animals." [X Link](https://x.com/anyuser/status/2016881312804610077) 2026-01-29T14:29Z [---] followers, [---] engagements "For decades the RAS oncogene was the holy grail of oncology a driver of 30% of all human cancers that remained notoriously "undruggable". While the first-gen G12C inhibitors were a milestone they only helped 1-2% of pancreatic cancer patients. Revolution Medicines $RVMD is moving beyond these niche targets by addressing the structural biology of the RAS(ON) active state. Their Tri-Complex platform allows for the inhibition of the protein exactly when it is driving the oncogenic signal. How the business is structured today: 1) Late-stage clinical portfolio (The RASolute program): This is where" [X Link](https://x.com/anyuser/status/2016518703681094074) 2026-01-28T14:28Z [---] followers, [----] engagements "One thing I find interesting about Harrow $HROW VEVYE is how little advertising they actually do. If you compare it to peers like BLCO with MEIBO the contrast is clear: heavy DTC campaigns high visibility but also very high SG&A tied to marketing spend. That model can drive awareness but its expensive and often front-loads costs well ahead of durable adoption. Latest total prescriptions data shows VEVYE prescriptions trending steadily higher on a 13-week basis despite weekly volatility. That also considering the first quarter of the year seasonality. A steady climb without heavy promotion" [X Link](https://x.com/anyuser/status/2015015635437158435) 2026-01-24T10:55Z [---] followers, [----] engagements "ClearPoint Neuro $CLPT just announced that its ClearPoint Navigation Software Version 3.0.2 has received EU MDR certification paving the way for broader European access and a unified global platform between the U.S. and EU. Version 3.0.2 adds intraoperative CT and cone-beam CT compatibility extending navigation beyond MRI-only settings and making precision guidance more accessible in standard operating room environments. ClearPoints platform is already in use across 60+ partner centers in the U.S. Having one platform that works both in the U.S. and Europe meaningfully reduces complexity for" [X Link](https://x.com/anyuser/status/2014599025022943682) 2026-01-23T07:20Z [---] followers, [----] engagements "While my investment framework typically prioritizes profitable commercial-stage healthcare entities CytomX Therapeutics $CTMX warrants a tactical exception. I see a significant disconnect between the company's current valuation and the potential of its lead asset Varsetatug masetecan (Varseta-M). Addressing a Critical Therapeutic gap in the current oncology paradigm Antibody-Drug Conjugates (ADCs) are becoming the definitive therapeutic cornerstone. CytomX is executing a disciplined tiered clinical strategy: - Initial Focus: Targeted approval in 3rd line+ metastatic Colorectal Cancer (mCRC) a" [X Link](https://x.com/anyuser/status/2014434888116797901) 2026-01-22T20:27Z [---] followers, [----] engagements "The FDA decision for REGENXBIOs $RGNX RGX-121 is expected on Feb [--] and is one of the key biotech readouts to watch in Q1. How this ties into $CLPT: ClearPoint is not a strategic co-development partner of REGENXBIO. Theres no royalty stream or milestone economics here. Instead CLPT acts as a technology and delivery partner RGX-121 uses ClearPoints SmartFlow cannula for intracranial delivery embedded directly in the clinical protocol. An approval would likely have limited near-term revenue impact for CLPT. But it would represent something more important: platform validation. SmartFlow would" [X Link](https://x.com/anyuser/status/2013359052156252472) 2026-01-19T21:12Z [---] followers, [----] engagements "CLN-049 is still listed as Cullinans $CGEM second pipeline program. Thats notable. Were talking about a drug with potential peak sales in the $13B range and a plausible accelerated approval path by [----] yet its not being treated as a core value driver by most biotech investors. That disconnect sets the stage for the risk discussion. On paper the biology makes sense. CLN-049 is a first-in-class FLT3CD3 bispecific in AML. FLT3 is broadly expressed on AML blasts (WT and mutant) target loss is unlikely and T-cell engagers remain a powerful modality when dosing is handled correctly. The risk of" [X Link](https://x.com/anyuser/status/2012985355792679349) 2026-01-18T20:28Z [---] followers, [---] engagements "Apellis Pharmaceuticals $APLS shows why FDA approval doesnt automatically translate into a commercial inflection. EMPAVELI became the first approved therapy for C3G and IC-MPGN last summer yet the stock is down 30% since. Apellis is a complement-focused biotech built around C3 inhibition. Its portfolio includes EMPAVELI (pegcetacoplan) for rare complement-mediated kidney diseases and SYFOVRE for geographic atrophy a much larger but more competitive ophthalmology market. The strategy is to leverage the same biology across distinct indications rare disease for pricing power and ophthalmology" [X Link](https://x.com/anyuser/status/2012608599252492518) 2026-01-17T19:30Z [---] followers, [---] engagements "Harrow Health $HROW is a case study in how a company can evolve from a niche operator into a scalable pharma platform. What began as an ophthalmic compounding business (Imprimis) has turned into a commercial-stage ophthalmology company with real operating leverage and a capital-efficient model. The strategy is simple and repeatable: Acquire late-stage or already approved ophthalmic drugs fix pricing and reimbursement and scale them through an infrastructure thats already in place. How the business is structured today: 1) Commercial ophthalmic portfolio: This is where value is being created" [X Link](https://x.com/anyuser/status/2012141625980469325) 2026-01-16T12:35Z [---] followers, [----] engagements "Cantor Fitzgerald reiterates its Overweight rating on $TGTX reaffirming a constructive view on TG Therapeutics. Cantor highlights TG Therapeutics history of conservative guidance pointing to potential upside. Even if new patient starts in [----] remain flat or grow only modestly year over year the firm believes Briumvi sales could still reach $870900M supported by sustained demand and continued market share gains. Separately Goldman Sachs raised its price target on $TGTX from $37 to $39 while maintaining a Neutral rating implying over 32% upside from current levels. The move reflects increasing" [X Link](https://x.com/anyuser/status/2011796984961581235) 2026-01-15T13:45Z [---] followers, [---] engagements "TG Therapeutics $TGTX is quietly evolving into a more diversified story than it has been in the past. On the commercial front Q4 [----] sales were robust and guidance for [----] came in ahead of expectations. Operating expenses are flattening with only modest expansion of the sales force needed which sets up meaningful operating leverage as revenues scale. What makes this company interesting is the mix of products and investigational assets it has built: Ublituximab (Briumvi) a CD20-targeting monoclonal antibody already marketed for multiple sclerosis and part of regimens targeting B-cell" [X Link](https://x.com/anyuser/status/2011794453095207249) 2026-01-15T13:35Z [---] followers, [---] engagements "The main risk areas of $CLPT: 1) Scaling before monetization: ClearPoint is expanding across multiple fronts at once: hospital site activations clinical support preclinical services and new product lines. This increases operational complexity and near-term cost pressure. If growth in procedure volume or partner demand lags execution pace margins and returns could be delayed. 2) Dependence on external clinical success: A large portion of the long-term upside is tied to biopharma partners advancing CNS therapies through late-stage trials and into commercialization. Even with 60+ partners" [X Link](https://x.com/anyuser/status/2011459722172354737) 2026-01-14T15:25Z [---] followers, [---] engagements "My take about [--] questions facing biopharma in [----] 1) Is the recovery durable The rebound in H2 [----] was driven by better data returning deal flow and easing financial conditions. But this doesnt feel like a broad indiscriminate cycle. Capital is flowing to quality and execution not concepts. 2) Will M&A remain supportive Patent cliffs and cash-rich balance sheets point to continued dealmaking but the bar has moved. Buyers are prioritizing clinical de-risking smarter structures (CVRs staged payments) and capital efficiency. Fewer deals may happen but the ones that do will be more selective" [X Link](https://x.com/anyuser/status/2011416195279294706) 2026-01-14T12:32Z [---] followers, [---] engagements "ClearPoint Neuro $CLPT operates a hybrid business model that sits between medical devices and drug delivery with a long-term ambition thats easy to miss if you look at it as a traditional medtech company. The goal isnt to sell a single device. Its to become core infrastructure for minimally invasive neurological procedures surgical and therapeutic. CLPTs revenues come from three complementary pillars: neurosurgical disposables biologics & drug delivery services capital equipment and software Together they form a platform not a point solution. 1) Neurosurgical navigation & therapy ClearPoints" [X Link](https://x.com/anyuser/status/2011064197384175666) 2026-01-13T13:14Z [---] followers, [----] engagements "Returned to 20% revenue growth in Q4 and is guiding for double-digit growth across all four end markets in [----] without factoring in any potential FDA approvals. https://ir.clearpointneuro.com/news-events/press-releases/detail/1144/clearpoint-neuro-announces-preliminary-unaudited-fourth https://ir.clearpointneuro.com/news-events/press-releases/detail/1144/clearpoint-neuro-announces-preliminary-unaudited-fourth" [X Link](https://x.com/anyuser/status/2011096282534985937) 2026-01-13T15:21Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GabrieleIserani Gabriele Iserani
Gabriele Iserani posts on X about biotech, $clpt, fda, execution the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] -61%
- [--] Month [-----] -5%
Mentions: [--] #
- [--] Month [--] no change
Followers: [---] #
- [--] Week [---] -0.85%
- [--] Month [---] +52%
CreatorRank: undefined #
Social Influence
Social category influence stocks finance
Social topic influence biotech, $clpt, fda, execution, in the, company, model, growth, $hrow, core
Top assets mentioned TG Therapeutics, Inc. (TGTX) Cullinan Management, Inc. (CGEM) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Revolution Medicines, Inc. (RVMD) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last [--] hours
"CLN-049 is still listed as Cullinans $CGEM second pipeline program. Thats notable. Were talking about a drug with potential peak sales in the $13B range and a plausible accelerated approval path by [----] yet its not being treated as a core value driver by most biotech investors. That disconnect sets the stage for the risk discussion. On paper the biology makes sense. CLN-049 is a first-in-class FLT3CD3 bispecific in AML. FLT3 is broadly expressed on AML blasts (WT and mutant) target loss is unlikely and T-cell engagers remain a powerful modality when dosing is handled correctly. The risk of"
X Link 2026-01-18T20:28Z [---] followers, [---] engagements
"Novo Nordisks $NVO oral version of Wegovy could be more transformative than it looks. The drug approved in late [----] as the first oral GLP-1 for weight loss is already seeing strong demand. The key isnt efficacy clinical data suggest weight loss is broadly comparable to the injectable but access and behavior. Many patients simply dont see themselves on chronic injections. An oral once-daily pill removes that psychological and practical barrier expanding the addressable population rather than just switching existing users. Pricing reinforces the strategy. The pill costs roughly the same to"
X Link 2026-01-12T14:02Z [--] followers, [---] engagements
"ClearPoint Neuro $CLPT operates a hybrid business model that sits between medical devices and drug delivery with a long-term ambition thats easy to miss if you look at it as a traditional medtech company. The goal isnt to sell a single device. Its to become core infrastructure for minimally invasive neurological procedures surgical and therapeutic. CLPTs revenues come from three complementary pillars: neurosurgical disposables biologics & drug delivery services capital equipment and software Together they form a platform not a point solution. 1) Neurosurgical navigation & therapy ClearPoints"
X Link 2026-01-13T13:14Z [---] followers, [----] engagements
"Returned to 20% revenue growth in Q4 and is guiding for double-digit growth across all four end markets in [----] without factoring in any potential FDA approvals. https://ir.clearpointneuro.com/news-events/press-releases/detail/1144/clearpoint-neuro-announces-preliminary-unaudited-fourth https://ir.clearpointneuro.com/news-events/press-releases/detail/1144/clearpoint-neuro-announces-preliminary-unaudited-fourth"
X Link 2026-01-13T15:21Z [---] followers, [---] engagements
"My take about [--] questions facing biopharma in [----] 1) Is the recovery durable The rebound in H2 [----] was driven by better data returning deal flow and easing financial conditions. But this doesnt feel like a broad indiscriminate cycle. Capital is flowing to quality and execution not concepts. 2) Will M&A remain supportive Patent cliffs and cash-rich balance sheets point to continued dealmaking but the bar has moved. Buyers are prioritizing clinical de-risking smarter structures (CVRs staged payments) and capital efficiency. Fewer deals may happen but the ones that do will be more selective"
X Link 2026-01-14T12:32Z [---] followers, [---] engagements
"Cantor Fitzgerald reiterates its Overweight rating on $TGTX reaffirming a constructive view on TG Therapeutics. Cantor highlights TG Therapeutics history of conservative guidance pointing to potential upside. Even if new patient starts in [----] remain flat or grow only modestly year over year the firm believes Briumvi sales could still reach $870900M supported by sustained demand and continued market share gains. Separately Goldman Sachs raised its price target on $TGTX from $37 to $39 while maintaining a Neutral rating implying over 32% upside from current levels. The move reflects increasing"
X Link 2026-01-15T13:45Z [---] followers, [---] engagements
"Cullinan Therapeutics $CGEM is a good example of how biotech gets mispriced when science incentives and balance-sheet dynamics are not analyzed together. At $570M market cap and $120M enterprise value the current valuation implies that most of the pipeline carries little to no real economic value. I think that conclusion is driven more by perception than by fundamentals. Start with the balance sheet. Cullinan has $450M in shareholders equity and a manageable cash burn. The companys opportunities are: [--]. Zipalertinib [--]. CLN-049 [--]. CLN-978 Zipalertinib an EGFR exon20 inhibitor in NSCLC is not"
X Link 2026-01-11T21:05Z [---] followers, [---] engagements
"TG Therapeutics $TGTX is quietly evolving into a more diversified story than it has been in the past. On the commercial front Q4 [----] sales were robust and guidance for [----] came in ahead of expectations. Operating expenses are flattening with only modest expansion of the sales force needed which sets up meaningful operating leverage as revenues scale. What makes this company interesting is the mix of products and investigational assets it has built: Ublituximab (Briumvi) a CD20-targeting monoclonal antibody already marketed for multiple sclerosis and part of regimens targeting B-cell"
X Link 2026-01-15T13:35Z [---] followers, [---] engagements
"Apellis Pharmaceuticals $APLS shows why FDA approval doesnt automatically translate into a commercial inflection. EMPAVELI became the first approved therapy for C3G and IC-MPGN last summer yet the stock is down 30% since. Apellis is a complement-focused biotech built around C3 inhibition. Its portfolio includes EMPAVELI (pegcetacoplan) for rare complement-mediated kidney diseases and SYFOVRE for geographic atrophy a much larger but more competitive ophthalmology market. The strategy is to leverage the same biology across distinct indications rare disease for pricing power and ophthalmology"
X Link 2026-01-17T19:30Z [---] followers, [---] engagements
"The FDA decision for REGENXBIOs $RGNX RGX-121 is expected on Feb [--] and is one of the key biotech readouts to watch in Q1. How this ties into $CLPT: ClearPoint is not a strategic co-development partner of REGENXBIO. Theres no royalty stream or milestone economics here. Instead CLPT acts as a technology and delivery partner RGX-121 uses ClearPoints SmartFlow cannula for intracranial delivery embedded directly in the clinical protocol. An approval would likely have limited near-term revenue impact for CLPT. But it would represent something more important: platform validation. SmartFlow would"
X Link 2026-01-19T21:12Z [---] followers, [----] engagements
"One thing I find interesting about Harrow $HROW VEVYE is how little advertising they actually do. If you compare it to peers like BLCO with MEIBO the contrast is clear: heavy DTC campaigns high visibility but also very high SG&A tied to marketing spend. That model can drive awareness but its expensive and often front-loads costs well ahead of durable adoption. Latest total prescriptions data shows VEVYE prescriptions trending steadily higher on a 13-week basis despite weekly volatility. That also considering the first quarter of the year seasonality. A steady climb without heavy promotion"
X Link 2026-01-24T10:55Z [---] followers, [----] engagements
"For decades the RAS oncogene was the holy grail of oncology a driver of 30% of all human cancers that remained notoriously "undruggable". While the first-gen G12C inhibitors were a milestone they only helped 1-2% of pancreatic cancer patients. Revolution Medicines $RVMD is moving beyond these niche targets by addressing the structural biology of the RAS(ON) active state. Their Tri-Complex platform allows for the inhibition of the protein exactly when it is driving the oncogenic signal. How the business is structured today: 1) Late-stage clinical portfolio (The RASolute program): This is where"
X Link 2026-01-28T14:28Z [---] followers, [----] engagements
"Mariano Barbacids team tested a triple targeted combo (KRAS + EGFR + a STAT3-related resistance axis) in mouse models of pancreatic cancer (PDAC). The tumor shrinkage was striking and in some mice tumors disappeared with no relapse observed. But: this is preclinical. Its not tested in humans Safety/efficacy in patients is unknown and so is not a clinical treatment. Complete responses in mice arent unprecedented in pancreatic cancer research the hard part has always been translation. Human tumor biology and the microenvironment often blunt effects seen in animals."
X Link 2026-01-29T14:29Z [---] followers, [---] engagements
"Harrow $HROW reaffirms FY25 guidance at $270M-$280M signaling confidence in its growth trajectory. Key takeaways from CEO Mark Baums update: OneHarrow Initiative: Moving from two commercial silos to a unified organization to drive disciplined execution. Commercial Scaling: Doubling the sales force for VEVYE and TRIESENCE to meet growing clinical momentum. IHEEZO is moving into the targeted office-based procedure market (2.5M annual procedures). VEVYE: double sales force by Memorial Day (from [--] to 100). MELT-300 NDA on track for 1H [--]. ImprimisRx: exiting California with a 157k fine. "The"
X Link 2026-02-02T19:52Z [---] followers, [---] engagements
"I analyze healthcare and biotech through the lens of science clinical evidence and incentives. 5+ years investing experience with a research background in public health and health economics. I follow a concentrated portfolio of high-conviction healthcare names and focus on what truly drives long-term value: biology trial design regulation and execution. #biotech #pharma #healthcare"
X Link 2026-01-14T19:10Z [---] followers, [---] engagements
"#ClearPoint Neuro is starting [----] strong with a team of over [---] people focused entirely on Neuro. Were excited to keep this momentum going and see what we can achieve together #CLPT"
X Link 2026-02-02T22:15Z [----] followers, [----] engagements
"Harrow $HROW reaffirms FY25 guidance at $270M-$280M signaling confidence in its growth trajectory. Key takeaways from CEO Mark Baums update: OneHarrow Initiative: Moving from two commercial silos to a unified organization to drive disciplined execution. Commercial Scaling: Doubling the sales force for VEVYE and TRIESENCE to meet growing clinical momentum. IHEEZO is moving into the targeted office-based procedure market (2.5M annual procedures). VEVYE: double sales force by Memorial Day (from [--] to 100). MELT-300 NDA on track for 1H [--]. ImprimisRx: exiting California with a 157k fine. "The"
X Link 2026-02-02T19:52Z [---] followers, [---] engagements
"Mariano Barbacids team tested a triple targeted combo (KRAS + EGFR + a STAT3-related resistance axis) in mouse models of pancreatic cancer (PDAC). The tumor shrinkage was striking and in some mice tumors disappeared with no relapse observed. But: this is preclinical. Its not tested in humans Safety/efficacy in patients is unknown and so is not a clinical treatment. Complete responses in mice arent unprecedented in pancreatic cancer research the hard part has always been translation. Human tumor biology and the microenvironment often blunt effects seen in animals."
X Link 2026-01-29T14:29Z [---] followers, [---] engagements
"For decades the RAS oncogene was the holy grail of oncology a driver of 30% of all human cancers that remained notoriously "undruggable". While the first-gen G12C inhibitors were a milestone they only helped 1-2% of pancreatic cancer patients. Revolution Medicines $RVMD is moving beyond these niche targets by addressing the structural biology of the RAS(ON) active state. Their Tri-Complex platform allows for the inhibition of the protein exactly when it is driving the oncogenic signal. How the business is structured today: 1) Late-stage clinical portfolio (The RASolute program): This is where"
X Link 2026-01-28T14:28Z [---] followers, [----] engagements
"One thing I find interesting about Harrow $HROW VEVYE is how little advertising they actually do. If you compare it to peers like BLCO with MEIBO the contrast is clear: heavy DTC campaigns high visibility but also very high SG&A tied to marketing spend. That model can drive awareness but its expensive and often front-loads costs well ahead of durable adoption. Latest total prescriptions data shows VEVYE prescriptions trending steadily higher on a 13-week basis despite weekly volatility. That also considering the first quarter of the year seasonality. A steady climb without heavy promotion"
X Link 2026-01-24T10:55Z [---] followers, [----] engagements
"ClearPoint Neuro $CLPT just announced that its ClearPoint Navigation Software Version 3.0.2 has received EU MDR certification paving the way for broader European access and a unified global platform between the U.S. and EU. Version 3.0.2 adds intraoperative CT and cone-beam CT compatibility extending navigation beyond MRI-only settings and making precision guidance more accessible in standard operating room environments. ClearPoints platform is already in use across 60+ partner centers in the U.S. Having one platform that works both in the U.S. and Europe meaningfully reduces complexity for"
X Link 2026-01-23T07:20Z [---] followers, [----] engagements
"While my investment framework typically prioritizes profitable commercial-stage healthcare entities CytomX Therapeutics $CTMX warrants a tactical exception. I see a significant disconnect between the company's current valuation and the potential of its lead asset Varsetatug masetecan (Varseta-M). Addressing a Critical Therapeutic gap in the current oncology paradigm Antibody-Drug Conjugates (ADCs) are becoming the definitive therapeutic cornerstone. CytomX is executing a disciplined tiered clinical strategy: - Initial Focus: Targeted approval in 3rd line+ metastatic Colorectal Cancer (mCRC) a"
X Link 2026-01-22T20:27Z [---] followers, [----] engagements
"The FDA decision for REGENXBIOs $RGNX RGX-121 is expected on Feb [--] and is one of the key biotech readouts to watch in Q1. How this ties into $CLPT: ClearPoint is not a strategic co-development partner of REGENXBIO. Theres no royalty stream or milestone economics here. Instead CLPT acts as a technology and delivery partner RGX-121 uses ClearPoints SmartFlow cannula for intracranial delivery embedded directly in the clinical protocol. An approval would likely have limited near-term revenue impact for CLPT. But it would represent something more important: platform validation. SmartFlow would"
X Link 2026-01-19T21:12Z [---] followers, [----] engagements
"CLN-049 is still listed as Cullinans $CGEM second pipeline program. Thats notable. Were talking about a drug with potential peak sales in the $13B range and a plausible accelerated approval path by [----] yet its not being treated as a core value driver by most biotech investors. That disconnect sets the stage for the risk discussion. On paper the biology makes sense. CLN-049 is a first-in-class FLT3CD3 bispecific in AML. FLT3 is broadly expressed on AML blasts (WT and mutant) target loss is unlikely and T-cell engagers remain a powerful modality when dosing is handled correctly. The risk of"
X Link 2026-01-18T20:28Z [---] followers, [---] engagements
"Apellis Pharmaceuticals $APLS shows why FDA approval doesnt automatically translate into a commercial inflection. EMPAVELI became the first approved therapy for C3G and IC-MPGN last summer yet the stock is down 30% since. Apellis is a complement-focused biotech built around C3 inhibition. Its portfolio includes EMPAVELI (pegcetacoplan) for rare complement-mediated kidney diseases and SYFOVRE for geographic atrophy a much larger but more competitive ophthalmology market. The strategy is to leverage the same biology across distinct indications rare disease for pricing power and ophthalmology"
X Link 2026-01-17T19:30Z [---] followers, [---] engagements
"Harrow Health $HROW is a case study in how a company can evolve from a niche operator into a scalable pharma platform. What began as an ophthalmic compounding business (Imprimis) has turned into a commercial-stage ophthalmology company with real operating leverage and a capital-efficient model. The strategy is simple and repeatable: Acquire late-stage or already approved ophthalmic drugs fix pricing and reimbursement and scale them through an infrastructure thats already in place. How the business is structured today: 1) Commercial ophthalmic portfolio: This is where value is being created"
X Link 2026-01-16T12:35Z [---] followers, [----] engagements
"Cantor Fitzgerald reiterates its Overweight rating on $TGTX reaffirming a constructive view on TG Therapeutics. Cantor highlights TG Therapeutics history of conservative guidance pointing to potential upside. Even if new patient starts in [----] remain flat or grow only modestly year over year the firm believes Briumvi sales could still reach $870900M supported by sustained demand and continued market share gains. Separately Goldman Sachs raised its price target on $TGTX from $37 to $39 while maintaining a Neutral rating implying over 32% upside from current levels. The move reflects increasing"
X Link 2026-01-15T13:45Z [---] followers, [---] engagements
"TG Therapeutics $TGTX is quietly evolving into a more diversified story than it has been in the past. On the commercial front Q4 [----] sales were robust and guidance for [----] came in ahead of expectations. Operating expenses are flattening with only modest expansion of the sales force needed which sets up meaningful operating leverage as revenues scale. What makes this company interesting is the mix of products and investigational assets it has built: Ublituximab (Briumvi) a CD20-targeting monoclonal antibody already marketed for multiple sclerosis and part of regimens targeting B-cell"
X Link 2026-01-15T13:35Z [---] followers, [---] engagements
"The main risk areas of $CLPT: 1) Scaling before monetization: ClearPoint is expanding across multiple fronts at once: hospital site activations clinical support preclinical services and new product lines. This increases operational complexity and near-term cost pressure. If growth in procedure volume or partner demand lags execution pace margins and returns could be delayed. 2) Dependence on external clinical success: A large portion of the long-term upside is tied to biopharma partners advancing CNS therapies through late-stage trials and into commercialization. Even with 60+ partners"
X Link 2026-01-14T15:25Z [---] followers, [---] engagements
"My take about [--] questions facing biopharma in [----] 1) Is the recovery durable The rebound in H2 [----] was driven by better data returning deal flow and easing financial conditions. But this doesnt feel like a broad indiscriminate cycle. Capital is flowing to quality and execution not concepts. 2) Will M&A remain supportive Patent cliffs and cash-rich balance sheets point to continued dealmaking but the bar has moved. Buyers are prioritizing clinical de-risking smarter structures (CVRs staged payments) and capital efficiency. Fewer deals may happen but the ones that do will be more selective"
X Link 2026-01-14T12:32Z [---] followers, [---] engagements
"ClearPoint Neuro $CLPT operates a hybrid business model that sits between medical devices and drug delivery with a long-term ambition thats easy to miss if you look at it as a traditional medtech company. The goal isnt to sell a single device. Its to become core infrastructure for minimally invasive neurological procedures surgical and therapeutic. CLPTs revenues come from three complementary pillars: neurosurgical disposables biologics & drug delivery services capital equipment and software Together they form a platform not a point solution. 1) Neurosurgical navigation & therapy ClearPoints"
X Link 2026-01-13T13:14Z [---] followers, [----] engagements
"Returned to 20% revenue growth in Q4 and is guiding for double-digit growth across all four end markets in [----] without factoring in any potential FDA approvals. https://ir.clearpointneuro.com/news-events/press-releases/detail/1144/clearpoint-neuro-announces-preliminary-unaudited-fourth https://ir.clearpointneuro.com/news-events/press-releases/detail/1144/clearpoint-neuro-announces-preliminary-unaudited-fourth"
X Link 2026-01-13T15:21Z [---] followers, [---] engagements
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