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# ![@JoseRestonVA Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4861119254.png) @JoseRestonVA Jose Hurtado

Jose Hurtado posts on X about $rna, $mdgl, $nams, novartis the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::4861119254/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4861119254/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +132%
- X Year XXXXXXX +264%

### Mentions: XX [#](/creator/twitter::4861119254/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4861119254/c:line/m:posts_active.svg)

- X Week XX no change
- X Month XXX -XX%
- X Months XXX +83%
- X Year XXX +160%

### Followers: XXXXX [#](/creator/twitter::4861119254/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4861119254/c:line/m:followers.svg)

- X Week XXXXX +0.36%
- X Month XXXXX +5.50%
- X Months XXXXX +66%
- X Year XXXXX +110%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::4861119254/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4861119254/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$rna](/topic/$rna) #7, [$mdgl](/topic/$mdgl) #3, [$nams](/topic/$nams) #2, [novartis](/topic/novartis) #37, [$apge](/topic/$apge) #3, [$orka](/topic/$orka) #1, [$novn](/topic/$novn) #7, [$rog](/topic/$rog) 3.33%, [$mrus](/topic/$mrus) #4, [$abvx](/topic/$abvx) #31

**Top accounts mentioned or mentioned by**
[@jfais20](/creator/undefined) [@biotech2k1](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@bioinvestor24](/creator/undefined) [@bigmurf58](/creator/undefined) [@andre_agtc](/creator/undefined) [@monacobiotech](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@dmitrykovalchuk](/creator/undefined) [@jeremycapoeira](/creator/undefined) [@juansar14616081](/creator/undefined) [@s86coffeedev](/creator/undefined) [@oncinvestor](/creator/undefined) [@justiceforb_md](/creator/undefined) [@speedymm100](/creator/undefined) [@andreagtc](/creator/undefined) [@bananaoncology](/creator/undefined) [@biotechobserver](/creator/undefined) [@pharmafather123](/creator/undefined) [@biohazard3737](/creator/undefined)

**Top assets mentioned**
[Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Novartis AG (NVS)](/topic/novartis) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [ROGin AI (ROG)](/topic/$rog) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Itau Unibanco Holding S.A. (ITUB)](/topic/$itub) [NuCypher (NU)](/topic/$nu) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Akropolis (AKRO)](/topic/$akro) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Exact Sciences Corp (EXAS)](/topic/$exas) [Insmed, Inc. (INSM)](/topic/$insm) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Biogen Inc (BIIB)](/topic/$biib) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Credit Suisse Group (CS)](/topic/credit-suisse) [The Scotts Miracle-Gro Company (SMG)](/topic/$smg) [Credicorp LTD (BAP)](/topic/$bap)
### Top Social Posts
Top posts by engagements in the last XX hours

"Thanks for sharing. This is a thoughtful balanced take on AtD its opportunities and similarities/differences with obesitys competitive landscape. I agree on almost everything (some nuances perhaps due to my bias with which companies might also be disruptors). Obesity is not the only sector where BP can focus its efforts. Also if Nemluvio is having a great launch (I am long Galderma) being an inferior product more competitive assets (or even down the road a better-than-Dupixent asset) can command much higher valuations (even higher than $5b) on any of the names listed above"  
[X Link](https://x.com/JoseRestonVA/status/1984592891113549971)  2025-11-01T12:06Z 3358 followers, 1428 engagements


"@Biotech2k1 Itau is a great bank. Compared to $NU $ITUB it is orders of magnitude cheaper"  
[X Link](https://x.com/JoseRestonVA/status/1998056372798181736)  2025-12-08T15:45Z 3356 followers, XXX engagements


"@Andre_AGTC Btw - I am still watching $MCRB - $NESTLE (which I own) has earnings on Thursday - I would be very interested to what they have to say. I might establish a position"  
[X Link](https://x.com/JoseRestonVA/status/1683124028863594497)  2023-07-23T14:36Z 3354 followers, XXX engagements


"@monaco_biotech In line with what I am seeing this morning with the trajectory of my Swiss names like Novartis $NOVN Roche $ROG Lonza $LONN . So far irrelevance"  
[X Link](https://x.com/JoseRestonVA/status/1971520523344752910)  2025-09-26T10:21Z 3356 followers, 2243 engagements


"Started a small position in $NAMS"  
[X Link](https://x.com/JoseRestonVA/status/1987960421777641634)  2025-11-10T19:07Z 3355 followers, 17.9K engagements


"@CaesarCapitalz I dont know yet. I am still comfortable with my positions. So far my top X bios are (in that order): $RNA (acquired still holding for SpinCo free shares) $MDGL $APGE $ABVX and $IDYA. At some point $MRUS and $MTSR were top X but they are gone"  
[X Link](https://x.com/JoseRestonVA/status/1991162351962251705)  2025-11-19T15:11Z 3355 followers, XXX engagements


"@DmitryKovalchuk Sorry to read that. No position but I was planning to explore it this weekend to see if it fits with what I usually look for in a bio"  
[X Link](https://x.com/JoseRestonVA/status/1991627273993408528)  2025-11-20T21:58Z 3352 followers, XXX engagements


"I own $APGE $ORKA and $PTGX. I do not own $SYRE but I might do it in XX. I will try to elaborate a little: - APGE is my 3rd bio by size and I own it for more than a year. My hypothesis here is simple: components with derisked MOA with potentially much longer doses than Dupi or lebri combinable somewhat deriskedwhich makes them potentially BIC in large TAM. Leadership team is solid (Jefferies webcast is highly recommended) and catalysts 2026. In a sense it has some parallels to $MTSR but in different indications (this was also brought up by the JEF analyst). If the hypothesis plays out current"  
[X Link](https://x.com/JoseRestonVA/status/1992121149954605444)  2025-11-22T06:41Z 3352 followers, XXX engagements


"@DmitryKovalchuk @BiotechObserver @pharmafather123 @Biohazard3737 I am also holding $RNA for the same reason. Not only the SpinCo assets are currently valued at $X they are actually interesting. Getting interesting assets for freeyes I can wait. Disclosure: I also own the acquirer Novartis via $NOVN"  
[X Link](https://x.com/JoseRestonVA/status/1992233548104007814)  2025-11-22T14:07Z 3355 followers, XXX engagements


"I own a portfolio of biotech stocks. My current top X are RNA (still keep them after acquisition offer) MDGL APGE ABVX and IDYA Like in APGEs case (and MTSR which I owned when acquired) I like the two $ORKA components XXX (already with encouraging P1 data) XXX (coming w PK in HV soon) and the potential for combinations like 021all with the possibility of becoming BIC in large TAM (see psoriasis Skyrizi and Bimzelx revenues and launch respectively). If over time my hypothesis is correct and this becomes BIC valuation should be nowhere near the $1.3b is currently. If wrong I will lose moneyfor"  
[X Link](https://x.com/JoseRestonVA/status/1992279369239150833)  2025-11-22T17:09Z 3352 followers, XXX engagements


"@jfais20 No5 so far: $RNA $MRUS $MTSR $AKRO and $SWTX (in that order). I was able to extract a few % bps on $ITCI between the article and final announcement but that was not a b/o for me. That streak cannot repeat 😬"  
[X Link](https://x.com/JoseRestonVA/status/1992985386793189702)  2025-11-24T15:55Z 3355 followers, 1332 engagements


"@juansar14616081 Thanks. I just changed my mind after seeing the DCF model for SpinCo and just decided to keep that money in CHF instead. I will have $RNA down the road because I own Novartis via $NOVN"  
[X Link](https://x.com/JoseRestonVA/status/1993371285758324894)  2025-11-25T17:28Z 3355 followers, XXX engagements


"@_samputnam What do they have to do with $NAMS Are you throwing random names just for clicks"  
[X Link](https://x.com/JoseRestonVA/status/1993722488912810185)  2025-11-26T16:44Z 3355 followers, 1167 engagements


"@jfais20 Oh no.absolutely not. That is why I have been taking profits and planning to be very careful when I put idle funds back to work in bios. I am in the camp that we need a breather. So yes Swisscom and others are attractive to me these days :)"  
[X Link](https://x.com/JoseRestonVA/status/1994048415320428767)  2025-11-27T14:19Z 3352 followers, XXX engagements


"It depends. You realize that etruxifermin (I was long AKRO when acquired by NVO) has competition by Resmetirom ( $MDGL - long top position) that is X years ahead and pegozafermin now under Roche (also long via $ROG) Time to market is also a factor assuming that they are all successful"  
[X Link](https://x.com/JoseRestonVA/status/1994118049637499334)  2025-11-27T18:56Z 3352 followers, 1207 engagements


"@BiotechSho99376 After your $MDGL comment here the stock went up 2x. Noticing similar types of calls on other names"  
[X Link](https://x.com/JoseRestonVA/status/1994407795395813607)  2025-11-28T14:07Z 3352 followers, 1404 engagements


"Wrong take. A simple look at the main components of the ETF tells the real story behind it. Just as example looking at the top XX names shown in StareStreet site: - $EXAS and $RNA (bought out) - $INSM $MDGL $BBIO $IONS - commercial stage bios with potential blockbuster products - $RVMD $NTRA - high quality bios - $REGN (see Dupixent revenues) $BIIB (large commercial) The list goes on. Yes at the end of the list you can find lower-quality bios that could potentially benefit from the ETF but the sector has produced true outperformersand investors have benefited by looking under the ETF"  
[X Link](https://x.com/JoseRestonVA/status/1994513912591782241)  2025-11-28T21:09Z 3355 followers, XXX engagements


"@jfais20 @Biotech2k1 Yes. I am still building my $NAMS position (already sizable). But I am not interested in chasing it"  
[X Link](https://x.com/JoseRestonVA/status/1994831155875745853)  2025-11-29T18:09Z 3355 followers, XXX engagements


"@bigmurf58 Different strategies. While you still choose shorting $ORKA (I respect that - no problem with it) I simply buy-hold-add (avg. cost currently near $17). Both can be profitable with different timeframes. I will continue adding on pullbacks"  
[X Link](https://x.com/JoseRestonVA/status/1997312055611638079)  2025-12-06T14:27Z 3356 followers, 1132 engagements


"@bioinvestor24 Different exons. $RNA has Exon-44. $DYN trial seems it is targeting Exon-51. That goes to $SRPT to care about it not Vas"  
[X Link](https://x.com/JoseRestonVA/status/1997784904927477862)  2025-12-07T21:46Z 3356 followers, XXX engagements


"Again - you are mocking Vas (why going on the personal side). I owned RNA. The main value was DM1 and FSHD. DMD was always a smaller component and its first target Del-Zota was Exon-44 and a pre-clinical after Exon-45 (which would compete with casimersen. I respect your analysis and line your posts but this attitude about mocking others I dont understand much less when the data doesnt even support your case"  
[X Link](https://x.com/JoseRestonVA/status/1997787504590598430)  2025-12-07T21:57Z 3358 followers, XXX engagements


"I did compare it. In the end it was bought out. I sold and no longer in it. And the buyer is a company that I also own and I am pleased with its performance in my portfolio (Novartis is near ATH). And I like the deal as a Novartis shareholder. Sono you can say overpay and I saya good deal. And in $DYN case this is Exon-51. I might even try to buy some in my morning tomorrow. This is straight potential competition vs $SRPT. DM1 is a different story but tomorrows update is DMD"  
[X Link](https://x.com/JoseRestonVA/status/1997793258286485505)  2025-12-07T22:20Z 3355 followers, XXX engagements


"Opened a small position of Zealand Pharma in the Danish market - $ZEAL"  
[X Link](https://x.com/JoseRestonVA/status/1975511671054422143)  2025-10-07T10:41Z 3356 followers, 4043 engagements


"Exited my top position $RNA (changed my mind and opted to cash out) and reduced my 2nd one $MDGL by an additional XX% in shares near $XXX. It is back to my top position but at a XX% shares from original. Choosing to take profits raise cash and wait for opportunities. What a ride"  
[X Link](https://x.com/JoseRestonVA/status/1993342425310331043)  2025-11-25T15:34Z 3356 followers, 7397 engagements


"Now top X bios after exits and trimming: $MDGL $APGE $ABVX $IDYA and $ORKA Right next: $ZEAL $NAMS"  
[X Link](https://x.com/JoseRestonVA/status/1993370869717254170)  2025-11-25T17:27Z 3358 followers, 7622 engagements


"Rebought $JANX at $XXXXX for a trade"  
[X Link](https://x.com/JoseRestonVA/status/1995864552328888684)  2025-12-02T14:36Z 3356 followers, 4084 engagements


"@zohmbastic Interesting behavior with $APGE"  
[X Link](https://x.com/JoseRestonVA/status/1996282570980614440)  2025-12-03T18:17Z 3356 followers, XXX engagements


"Zrich this evening. That building with the red lightsthat was Credit Suisse"  
[X Link](https://x.com/JoseRestonVA/status/1997025014030193129)  2025-12-05T19:27Z 3358 followers, 2600 engagements


"All I can say is: X. I am already comfortable with the valuation level and r/r potential (multiples of my investment if the company delivers) when I got into $NAMS X. I plan to add lower (I think I mentioned this somewhere). X. In general I am a little cautious adding aggressively to bios (and other names in general) in this market. So I am in no rush to add to almost anything (I am sitting with a good amount of cash) but I see this company potentially making it into my top-5 at some point in 2026 (no immediate catalysts). If I could get my way I would like to finalize my position with an"  
[X Link](https://x.com/JoseRestonVA/status/1997563390944755842)  2025-12-07T07:06Z 3358 followers, XXX engagements


"Galderma $GALD in the Swiss market - not only about Nemluvio launch. Stellar performance since April 25"  
[X Link](https://x.com/JoseRestonVA/status/1997961036260114701)  2025-12-08T09:26Z 3358 followers, 2334 engagements


"In my Swiss portfolio started a small position in Swiss Marketplace Group $SMG. I plan to accumulate from time to time with a LT horizon (buying at a XX% discount from IPO good enough for me)"  
[X Link](https://x.com/JoseRestonVA/status/1998017672575930426)  2025-12-08T13:11Z 3358 followers, 1773 engagements


"@Biotech2k1 $BAP - Credicorp the largest Peruvian conglomerate. All I will say is (1) I am familiar with it (2) it is as solid as it can be"  
[X Link](https://x.com/JoseRestonVA/status/1998078227471040914)  2025-12-08T17:12Z 3356 followers, XXX engagements