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

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

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

- [--] Week [---------] +296%
- [--] Month [----------] +8,547%
- [--] Months [----------] +3,440%
- [--] Year [----------] +4,526%

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

- [--] Week [---] -7.90%
- [--] Month [---] +76%
- [--] Months [---] +58%
- [--] Year [-----] +170%

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

- [--] Week [-----] +0.19%
- [--] Month [-----] +2.70%
- [--] Months [-----] +55%
- [--] Year [-----] +128%

### CreatorRank: [-------] [#](/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)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [us election](/list/us-election) 

**Social topic influence**
[$mdgl](/topic/$mdgl), [novartis](/topic/novartis), [$apge](/topic/$apge) #6, [$rna](/topic/$rna), [$mtsr](/topic/$mtsr) #7, [$rog](/topic/$rog), [$idya](/topic/$idya), [switzerland](/topic/switzerland), [$mrus](/topic/$mrus), [$novn](/topic/$novn)

**Top accounts mentioned or mentioned by**
[@monacobiotech](/creator/undefined) [@jfais20](/creator/undefined) [@datadinvesting](/creator/undefined) [@amaymd](/creator/undefined) [@andreagtc](/creator/undefined) [@sanctuarybio](/creator/undefined) [@krossroads](/creator/undefined) [@aafree](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@maximusholla](/creator/undefined) [@seedy19tron](/creator/undefined) [@bioinvestor24](/creator/undefined) [@avidresearch](/creator/undefined) [@semodough](/creator/undefined) [@pharmdca](/creator/undefined) [@bananaoncology](/creator/undefined) [@geneinvesting](/creator/undefined) [@wallstsai](/creator/undefined) [@johnbresnahan](/creator/undefined) [@princetongb](/creator/undefined)

**Top assets mentioned**
[Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Novartis AG (NVS)](/topic/novartis) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Metsera, Inc. (MTSR)](/topic/$mtsr) [ROGin AI (ROG)](/topic/$rog) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [NuCypher (NU)](/topic/$nu) [Abivax SA (ABVX)](/topic/$abvx) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Novo-Nordisk (NVO)](/topic/$nvo) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [RAI Finance (SOFI)](/topic/$sofi) [Pfizer, Inc. (PFE)](/topic/$pfe) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Evommune, Inc. (EVMN)](/topic/$evmn) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Prometheus Biosciences, Inc. (RXDX)](/topic/$rxdx) [Akropolis (AKRO)](/topic/$akro) [Karuna Therapeutics, Inc. Common Stock (KRTX)](/topic/$krtx) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [LB Pharmaceuticals Inc. (LBRX)](/topic/$lbrx) [Zentalis Pharmaceuticals, LLC (ZNTL)](/topic/$zntl) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Elevation Oncology, Inc.  (ELEV)](/topic/$elev) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Insmed, Inc. (INSM)](/topic/$insm) [Eli Lilly and Company (LLY)](/topic/$lly) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Immunogen Inc (IMGN)](/topic/$imgn) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oric Pharmaceuticals, Inc. (ORIC)](/topic/$oric) [uniQure N.V. (QURE)](/topic/$qure) [UBS Group AG (UBS)](/topic/$ubs) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Palantir Technologies Inc. (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Biohazard3737 Maybe long $BASF or any German industrial stock"  
[X Link](https://x.com/JoseRestonVA/status/1546587635405266944)  2022-07-11T20:10Z [----] followers, [--] engagements


"@Goatland_ Yep. I have been doing a few things. Some worked: $SIGA $15p (I had them since Tuesday. I thought they would be worthless and then Friday happened - trimmed 50% and now trade is profitable). As trade $VERU long also $CLF and $F. Bios holding. Swiss stocks adding $SIKA (SXYAY)"  
[X Link](https://x.com/JoseRestonVA/status/1553801621804572672)  2022-07-31T17:55Z [----] followers, [--] engagements


"Today I have sold all my remaining $AMLX and $AXSM shares. I do plan to buy calls before AdCom (keeping Sep $50c in AXSM). Added to $ITCI $DAWN and $CRIS - Net seller overall in bios with same cautious approach. And some Sep $SIGA $20p"  
[X Link](https://x.com/JoseRestonVA/status/1557839642296303620)  2022-08-11T21:21Z [----] followers, [--] engagements


"In non-bios what worked for me: $NVS $GSK $TSLA puts (multiple times since October) puts in $SAVA (multiple times) and puts in $CVNA $MSOS and $UPST. Did not work: $Roche $SIKA $NU $UVXY (as hedge) $GOOGL as calls"  
[X Link](https://x.com/JoseRestonVA/status/1608781425620451329)  2022-12-30T11:05Z [----] followers, [---] engagements


"Not posting much here (more in VTF) but still same cautious approach. Top bios still $ITCI $SRPT and $DAWN but SRPT top due to better performance that ITCI. $MDGL and $RXDX also major. Then $ARDX $SGEN and $KRTX. Lowest: $MREO $BHVN and $LPTX (worst position)"  
[X Link](https://x.com/JoseRestonVA/status/1631996503219752960)  2023-03-04T12:34Z [----] followers, [----] engagements


"I have started in the June $150c for the call portion of $SRPT - down the road I will be doing the same on the pit side"  
[X Link](https://x.com/JoseRestonVA/status/1636732514285891584)  2023-03-17T14:13Z [----] followers, [---] engagements


"Finished the week buying some financials $BAC $MS and $GS while while increasing exposure to $NU (Brazilian bank $UBS (in Swiss market) and opening $COF - situation is turbulent but at these levels I am willing to take some risk"  
[X Link](https://x.com/JoseRestonVA/status/1637047441609441281)  2023-03-18T11:04Z [----] followers, [---] engagements


"Trimming / exiting some financials that I bought Friday. out of $GS shares $MS (April $90c) trimmed $UBS ( $UBSG ticker here in Swiss market) - this trade worked"  
[X Link](https://x.com/JoseRestonVA/status/1638188985980801025)  2023-03-21T14:41Z [----] followers, [---] engagements


"@Andre_AGTC I own Nestle. I was curious at its presence in $MCRB (when exploring this one). In their financial reports it states that it was $AIMT the one with a stake in Seres and Nestle inherited it with the acquisition. Not sure how MCRB fits within its division"  
[X Link](https://x.com/JoseRestonVA/status/1647629565798350850)  2023-04-16T15:54Z [----] followers, [---] engagements


"Post $RXDX keeping same approach. Looking to add to $KRTX $MDGL $MRUS on weakness. Top [--] bios are currently $ITCI $SRPT $MDGL $DAWN $APLS. Top position overall is $NVS. Trimming long financials. Building cash. No tech exposure (except $GOOGL $102puts for earnings -small)"  
[X Link](https://x.com/JoseRestonVA/status/1650157657758613522)  2023-04-23T15:20Z [----] followers, [----] engagements


"This week I have been adding in $MDGL $KRTX and $APLS. Those plus $ITCI and $SRPT remain my top bios. Keeping $DAWN (uncertainties make me cautious). Then $MRUS $MREO (adding) $BHVN $ARDX (reducing) and some $ICPT calls and $THRX. $GOOGL puts did not work. Eyeing Q3 hedges"  
[X Link](https://x.com/JoseRestonVA/status/1652250092609388546)  2023-04-29T09:54Z [----] followers, [----] engagements


"@Bionerd51 @Hall8Jack @altva93 @GantosJ @obryanjf I know - I am tracking it closely as $SRPT is one of my top bio positions (watched the entire AdComm)"  
[X Link](https://x.com/JoseRestonVA/status/1659196150610788358)  2023-05-18T13:56Z [---] followers, [--] engagements


"A couple of ASCO-related plays that I got in on 5/26: $ELEV $ZNTL and $RCUS. Of those only kept $ELEV adding Thu. Sold others mid week (at loss). Holding $DAWN (smaller) and $IMGN small from a few weeks ago (inc Jun $15c). Will add to these [--] on weakness. Top positions same"  
[X Link](https://x.com/JoseRestonVA/status/1665446244557135874)  2023-06-04T19:51Z [----] followers, [----] engagements


"@Andre_AGTC @MaximusHolla I love this quote"  
[X Link](https://x.com/JoseRestonVA/status/1666879060851425292)  2023-06-08T18:45Z [----] followers, [--] engagements


"@monaco_biotech @astraystargazer @SaicharanAitha We coincide in [--] of those [--] as top [--] ($MDGL $ITCI $KRTX and $BHVN) - the ones that we dont in my case $APLS and $SRPT - I do have $PFE and although I temporarily exited $IMGN yesterday I plan to be back"  
[X Link](https://x.com/JoseRestonVA/status/1668609678203404290)  2023-06-13T13:22Z [---] followers, [--] engagements


"@monaco_biotech @astraystargazer @SaicharanAitha Interesting take. I also see $IMGN as a potential b/o candidate so I will try to stay engaged. I have been in $SRPT since [--] on and off so I feel comfortable w volatility/drama that name brings. I see $APLS also as b/o potential and like the launch. In there since before PDUFA"  
[X Link](https://x.com/JoseRestonVA/status/1668614682825859072)  2023-06-13T13:41Z [---] followers, [--] engagements


"Building a position in $PFE at these prices"  
[X Link](https://x.com/JoseRestonVA/status/1673413073745375255)  2023-06-26T19:29Z [----] followers, [---] engagements


"Keeping cautious approach (long exposure in HC/select bios financials and defensive sectors increased cash levels). Partially hedged plus some opportunistic puts on low-quality names. Accumulating $PFE and $PTGX. Bios weak for several weeks already"  
[X Link](https://x.com/JoseRestonVA/status/1677684354561048576)  2023-07-08T14:21Z [---] followers, [--] engagements


"Similar approach with some activity - I was long several financials from day after stress-test. Exited $GS and $BAC on Wed and Thu. Keeping $WFC $RF $UBS and $NU (this two LT). Bought $CRBU shares yesterday and $BBIO strangle (Jul $22.5c/$12.5p) + some $IMGN and $MRUS adds"  
[X Link](https://x.com/JoseRestonVA/status/1680211884673253376)  2023-07-15T13:45Z [----] followers, [----] engagements


"Eventful week: $BBIO worked. Closed Jul $22.5 opened Sep $30c Monday + shares. Exited $APLS Mon and $BHVN. Restarted $ZNTL. New: $STOK Added: $NVS $GOSS $PFE shares Nov $40c Sep $37.5c trimming Aug $37.5c. Exited financials except $NU $UBS. $NVS top overall $ITCI $MDGL top bios"  
[X Link](https://x.com/JoseRestonVA/status/1683034017619230720)  2023-07-23T08:39Z [----] followers, [----] engagements


"@Andre_AGTC In my case it was: 2022: $BHVN (big) $GBT $MYOV $CCXI 2023: $RXDX (big) $SGEN Missed $HZNP by selling the Friday before b/o"  
[X Link](https://x.com/JoseRestonVA/status/1683123088517472256)  2023-08-01T08:46Z [---] followers, [---] engagements


"@Andre_AGTC @Kevvy_Kaye I have a small position here in ROIV (shares and Aug $12.5)- the asset mentioned as of interest by Roche (which I own - a decent LT position) is considered competitor for a component of $RXDX (which I owned)"  
[X Link](https://x.com/JoseRestonVA/status/1685750276077109250)  2023-07-30T20:47Z [---] followers, [---] engagements


"In bios portfolio currently: Top: $ITCI $MDGL $KRTX $SRPT Second: $IDYA $BBIO $MRUS $ROIV $BHVN Third: $ZNTL $MREO $ARDX $ABOS. Options only: $APLS $40c/$22.5p $SAGE $45c $MCRB $5c. Watching: $XNCR $CYTK. Partially hedged. Top names overall: $NVS $NESTLE $SIKA"  
[X Link](https://x.com/JoseRestonVA/status/1688180732080902145)  2023-08-06T13:30Z [----] followers, [----] engagements


"@Andre_AGTC You could also make a case for $RARE (even $MREO) . Example - Setrusumab was granted Orphan Status or $DAWN"  
[X Link](https://x.com/JoseRestonVA/status/1690376559994060800)  2023-08-12T14:55Z [---] followers, [---] engagements


"@pawcio2009 There are some names moving - but yes most doing nothing"  
[X Link](https://x.com/JoseRestonVA/status/1696984527195734148)  2023-08-30T20:33Z [---] followers, [---] engagements


"This week I have been adding to $KRTX $IDYA (hoping for a pullback) $BBIO and $ZNTL and to a lesser extent $BHVN and $CYTK (new position). First [--] + $ITCI $MDGL and $SRPT are top [--] bios. Keeping $TSHA (very small position). Out of $DCTH for now. Posted all on VTF"  
[X Link](https://x.com/JoseRestonVA/status/1697329834559410293)  2023-08-31T19:25Z [---] followers, [----] engagements


"@jfais20 I totally relate. Difficult environment these days but when you have a win like this which comes after doing hard work research etc - it is rewarding. Keep it up"  
[X Link](https://x.com/JoseRestonVA/status/1701710749536510109)  2023-09-12T21:33Z [---] followers, [--] engagements


"@Andre_AGTC Yes so far - although panels might still form. That is what happened to SRPT. But for now - glad to see this news"  
[X Link](https://x.com/JoseRestonVA/status/1701952382974689524)  2023-09-13T13:34Z [----] followers, [---] engagements


"Muse - Pressure feat UCLA Bruin Marching Band (Music Video) via @YouTube I am a Longhorn but I love this song recorded by Muse with the UCLA Bruins marching band (if they could do a Super Bowl)"  
[X Link](https://x.com/JoseRestonVA/status/1705590256936858001)  2023-09-23T14:29Z [---] followers, [--] engagements


"Trimmed 1/3 of my $BHVN position bought in the last couple of months after the RTF. In a tough biotech tape a bright spot in my portfolio. Will seek to add on weakness and build a bigger position"  
[X Link](https://x.com/JoseRestonVA/status/1707768732204880256)  2023-09-29T14:46Z [---] followers, [---] engagements


"@JanEhses Agreed - quite pleased with the performance of both $NVS and $SDZ post spinoff"  
[X Link](https://x.com/JoseRestonVA/status/1712756073327702061)  2023-10-13T09:04Z [----] followers, [---] engagements


"Glad to see the $ROIV TL1A asset being acquired by Roche. Long both ( $ROG as ticker in Swiss market - one of my worst names this year). TL1A asset was top P&L this year for me through $RXDX. I might rotate $ROIV into $ROG and park it there"  
[X Link](https://x.com/JoseRestonVA/status/1716346920442950075)  2023-10-23T06:52Z [----] followers, [---] engagements


"@DataDog_22 Wellif you look at the last couple of years on how this bio has been executing poorly to the point of running out of money not getting anything in their pipeline and being unable to raisethis should not be surprising. At all"  
[X Link](https://x.com/JoseRestonVA/status/1717639506294129105)  2023-10-26T20:29Z [---] followers, [--] engagements


"@DataDog_22 All the best for you as well The way this bio has been managed is atrocious and now they are running out of time. They are unable to raise money because of the baby shelf rules ($4mm today is nothing)"  
[X Link](https://x.com/JoseRestonVA/status/1717643852155138049)  2023-10-26T20:46Z [---] followers, [--] engagements


"$SRPT was one of my top positions. Based on the data I assumed the loss and reduced my position by 3/4. I was wrong here. Rotating it to $IMVT (new position) and $MDGL (which is not performing so far)"  
[X Link](https://x.com/JoseRestonVA/status/1719358368697958880)  2023-10-31T14:19Z [---] followers, [----] engagements


"This day is not boring for me $SRPT on the negative and $CYTK on the positive"  
[X Link](https://x.com/JoseRestonVA/status/1719383382113517634)  2023-10-31T15:58Z [---] followers, [---] engagements


"@JaviCharts $UBS is one of my [--] longs in banks (I hold ticker UBSG in the Swiss market). The other one is $NU"  
[X Link](https://x.com/JoseRestonVA/status/1720930322211131800)  2023-11-04T22:25Z [---] followers, [---] engagements


"@SridharSalur @SanCompounding No - it is not. I own $NU and short via puts $SOfI from time to time"  
[X Link](https://x.com/JoseRestonVA/status/1722672283989205064)  2023-11-09T17:47Z [---] followers, [---] engagements


"@ManOfSteelixxx @Andre_AGTC Andre - I agree with you about $KRTX potential (we coincide in several names and this one is another major position). No position in $RVPH - none planned"  
[X Link](https://x.com/JoseRestonVA/status/1728021820513657146)  2023-11-24T12:04Z [---] followers, [---] engagements


"#3 of the year. $RXDX and $SGEN the other [--] - I wish I was bigger but this is a small position $IMGN"  
[X Link](https://x.com/JoseRestonVA/status/1730204128423428135)  2023-11-30T12:36Z [----] followers, [---] engagements


"@monaco_biotech Congratulations"  
[X Link](https://x.com/JoseRestonVA/status/1730219302500921636)  2023-11-30T13:36Z [---] followers, [--] engagements


"Rotated proceeds from $IMGN into $IMVT - accumulating"  
[X Link](https://x.com/JoseRestonVA/status/1730245458302280046)  2023-11-30T15:20Z [---] followers, [---] engagements


"@AreteTrading $IMGN long (selling after buyout) and then simply letting my biotech portfolio run"  
[X Link](https://x.com/JoseRestonVA/status/1730799464175042772)  2023-12-02T04:02Z [---] followers, [--] engagements


"@monaco_biotech @Andre_AGTC I am big in this second version of $BHVN (what a name this was for me these last [--] years) while no position in $XENE"  
[X Link](https://x.com/JoseRestonVA/status/1730800775469711540)  2023-12-02T04:07Z [---] followers, [---] engagements


"Near Zrich Airport"  
[X Link](https://x.com/JoseRestonVA/status/1730916801460961709)  2023-12-02T11:48Z [---] followers, [---] engagements


"@monaco_biotech @Andre_AGTC Thank you Sometimes I even have wild dreams on whether this one goes again. But that would be way too much :)"  
[X Link](https://x.com/JoseRestonVA/status/1730928050114564578)  2023-12-02T12:33Z [---] followers, [---] engagements


"@monaco_biotech And those pictures were taken out of the parking lot of the hotel I was staying last night :)"  
[X Link](https://x.com/JoseRestonVA/status/1730947070008197467)  2023-12-02T13:48Z [---] followers, [--] engagements


"@SaicharanAitha @monaco_biotech Two upcoming Phase-3 readouts on MDD: [--] in Q1 (Study 501) and the other in Q2 (Study 502). Mentioned in their last 10-Q"  
[X Link](https://x.com/JoseRestonVA/status/1731685716550185354)  2023-12-04T14:43Z [---] followers, [--] engagements


"@monaco_biotech Great trade on INTS. No position. As norm I avoid the $BLUE $CRSP etc type of names. I hope they do well but I have not been there as long (yes as short at times) because I have yet to see a compelling r/r. Maybe with actual revenues I change my mind"  
[X Link](https://x.com/JoseRestonVA/status/1733208931999142110)  2023-12-08T19:36Z [---] followers, [---] engagements


"@monaco_biotech Awesome"  
[X Link](https://x.com/JoseRestonVA/status/1734491168501612634)  2023-12-12T08:31Z [---] followers, [---] engagements


"Paradeplatz this evening with Credit Suisse main building"  
[X Link](https://x.com/JoseRestonVA/status/1735420970830270498)  2023-12-14T22:06Z [---] followers, [---] engagements


"@monaco_biotech I was in this one weeks ago as a trade between $1.84 and $2.5. I thought that they could get approved but I did not want to take such risk. Instead they got the CRL (that cash level.)"  
[X Link](https://x.com/JoseRestonVA/status/1736724154387190176)  2023-12-18T12:24Z [---] followers, [--] engagements


"@Andre_AGTC @monaco_biotech Thanks. To your point timing could go both ways. This one workedbut then selling HZNP the Friday before the buyout was the opposite. In the end I did not feel comfortable with the sudden move so I had to make a decision (and I was already 2x)"  
[X Link](https://x.com/JoseRestonVA/status/1737466420777152856)  2023-12-20T13:34Z [---] followers, [---] engagements


"Started a very small position in $APGE at $25.1. I plan to add over the next few months (ideally at lower prices)"  
[X Link](https://x.com/JoseRestonVA/status/1737509370819158342)  2023-12-20T16:24Z [---] followers, [---] engagements


"@Pharmdca $RXDX (it was my 2nd position when acquired) and $BHVN (just exited)"  
[X Link](https://x.com/JoseRestonVA/status/1737887384094593498)  2023-12-21T17:26Z [----] followers, [---] engagements


"@SportingVizBen @tableau @ZenDollData What a beautiful viz"  
[X Link](https://x.com/JoseRestonVA/status/1738194352860516692)  2023-12-22T13:46Z [---] followers, [--] engagements


"@AmineKorchiMD What a beautiful place. It looks somewhere in the alps. Happy Holidays to you"  
[X Link](https://x.com/JoseRestonVA/status/1738660157595226115)  2023-12-23T20:37Z [---] followers, [--] engagements


"@Enezator That is Grindelwald Switzerland"  
[X Link](https://x.com/JoseRestonVA/status/1738909329942606013)  2023-12-24T13:07Z [---] followers, [----] engagements


"@AAMortazavi Merry Christmas / Happy Holidays to you and your loved ones"  
[X Link](https://x.com/JoseRestonVA/status/1739038458474106971)  2023-12-24T21:40Z [---] followers, [---] engagements


"@monaco_biotech Merry Christmas to you I was I. Konstanz on Friday/Saturday. I have not been to Northern Germany yet :)"  
[X Link](https://x.com/anyuser/status/1739352253553594698)  2023-12-25T18:27Z [--] followers, [---] engagements


"@monaco_biotech @sunrgu My wife was just saying how beautiful Hamburg is. Maybe one day for me"  
[X Link](https://x.com/JoseRestonVA/status/1739364261820784723)  2023-12-25T19:15Z [---] followers, [--] engagements


"@avidresearch @monaco_biotech Thank you"  
[X Link](https://x.com/JoseRestonVA/status/1739999355686592900)  2023-12-27T13:19Z [---] followers, [--] engagements


"@LTbioinvestor Swiss Franc even stronger"  
[X Link](https://x.com/JoseRestonVA/status/1740043286419505178)  2023-12-27T16:13Z [---] followers, [---] engagements


"@monaco_biotech @ag76_biotech Monaco - i agree with you. I have also seen several cases where prices go up after a secondary. I recall $SRRA early last year $RXDXjust top of my mind"  
[X Link](https://x.com/JoseRestonVA/status/1740243764319555787)  2023-12-28T05:30Z [----] followers, [---] engagements


"@monaco_biotech @Renee65145510 @ag76_biotech My [--] cents - in general rumors of b/o are just speculation. No one knows if true. Bios need to raise funds before they generate revenues (and even then they might need to raise). When a bio has strong data secondaries get absorbed faster"  
[X Link](https://x.com/anyuser/status/1740339940284936450)  2023-12-28T11:52Z [--] followers, [---] engagements


"@monaco_biotech @Andre_AGTC @adar170 I agree with both of you. If there were a pullback on the names I hold for any reason other than my investment thesis then I consider that as opportunity to add (or still hold)"  
[X Link](https://x.com/JoseRestonVA/status/1740865149433790951)  2023-12-29T22:39Z [---] followers, [--] engagements


"@Sports_bios Just a note to Thank You for your insights all this year. Specifically I reentered into $BHVN after having sold post PFE acquisition thanks to your posts since late [----] when it was in the $8s. No longer in it but many thanks for it. I wish you a great 2024"  
[X Link](https://x.com/JoseRestonVA/status/1741237104238059832)  2023-12-30T23:17Z [---] followers, [---] engagements


"@Andre_AGTC @Sports_bios @Pharmdca @Maximus_Holla @monaco_biotech Andre - I truly appreciate your words. Likewise as a community we can all exchange and debate ideas learn from one another and grow. Some things will worksome others will not. But we seek to learn and share where possible. Wishing you and all a Happy 2024"  
[X Link](https://x.com/JoseRestonVA/status/1741540432989897098)  2023-12-31T19:22Z [---] followers, [---] engagements


"@mukund I partially disagree (disc: long NU because of its compelling business model - no position on SOFI and AFRM but with a bearish mindset on those [--] + UPST due to their business models)"  
[X Link](https://x.com/JoseRestonVA/status/1741573518926500227)  2023-12-31T21:34Z [---] followers, [---] engagements


"@sean_tradingeek @mukund @mlevchin Just my opinion - BNPL is quite risky but if the economy helps it would be interesting to see how they invest to get solid risk management and underwriting. If the economy goes backwards this type of loans could become very risky"  
[X Link](https://x.com/JoseRestonVA/status/1741601442794705287)  2023-12-31T23:25Z [---] followers, [--] engagements


"@InfinityTradesX $SXYAY (ADS for SIKA AG)"  
[X Link](https://x.com/JoseRestonVA/status/1741855458392961096)  2024-01-01T16:14Z [----] followers, [----] engagements


"Exiting my Feb $UPST $35 puts from a couple of weeks ago. This was a very small position but as a concept trade it is working. Keeping an eye on any rebounds to do it again here and perhaps $SOFI"  
[X Link](https://x.com/anyuser/status/1742196383195574388)  2024-01-02T14:49Z [--] followers, [---] engagements


"@d_pavlos I own Novartis in the Swiss market (top position whole portfolio). This chart does not consider the value of the spinoff of the Sandoz business. Otherwise the whole valuation is higher. Also due to Swiss Franc being stronger the Swiss chart is slightly weaker (still strong)"  
[X Link](https://x.com/JoseRestonVA/status/1742670630867149029)  2024-01-03T22:13Z [---] followers, [---] engagements


"@monaco_biotech @prosperousguy Try Interactive Brokers"  
[X Link](https://x.com/JoseRestonVA/status/1742702481400819719)  2024-01-04T00:20Z [---] followers, [---] engagements


"@john_bresnahan And I am headed to a -1c in Switzerland soon from +27c here in Lima :)"  
[X Link](https://x.com/JoseRestonVA/status/1743659959986815454)  2024-01-06T15:45Z [---] followers, [---] engagements


"@monaco_biotech I added 5% to my existing position (already large). So avg cost is now $37.08. Once I exercise my $40c I should be around [----]. I can wait and also add :)"  
[X Link](https://x.com/anyuser/status/1745486252290244922)  2024-01-11T16:42Z [--] followers, [---] engagements


"@monaco_biotech And about this thing I also happen to own Novartis and it is my top position across my portfoliosweird feeling :)"  
[X Link](https://x.com/anyuser/status/1745532200731181419)  2024-01-11T19:44Z [--] followers, [---] engagements


"Shorting some low-quality financials again via puts starting with $DFS $105p for Feb. Eyeing others"  
[X Link](https://x.com/anyuser/status/1745838147127091209)  2024-01-12T16:00Z [--] followers, [---] engagements


"@johnscharts Interesting that ELEV is not including on this list"  
[X Link](https://x.com/JoseRestonVA/status/1746550842059047332)  2024-01-14T15:12Z [---] followers, [--] engagements


"@johnscharts ELEV is not a garbage stock. Is it risky Yes. Still early stage. But this is a name with an ADC asset targeting Claudin 18.2"  
[X Link](https://x.com/JoseRestonVA/status/1746552959180087567)  2024-01-14T15:20Z [---] followers, [--] engagements


"@JackFarley96 @RJRCapital The personal loans component of its portfolio also showing deterioration and a rapid ramp up in provisions"  
[X Link](https://x.com/JoseRestonVA/status/1747837478122209773)  2024-01-18T04:25Z [---] followers, [---] engagements


"Closed my Feb $DFS $105 puts bought Friday. It was a small trade but it worked as c/o and delinquencies ended up quite weak. Not done shorting financials. Eyeing other low-quality names"  
[X Link](https://x.com/JoseRestonVA/status/1748013515217002727)  2024-01-18T16:04Z [---] followers, [----] engagements


"@monaco_biotech I am just holding my position but I will have added shares as I am exercising my $40c position expiring today"  
[X Link](https://x.com/JoseRestonVA/status/1748362589518627065)  2024-01-19T15:11Z [----] followers, [---] engagements


"@AreteTrading $DFS Feb $105 puts before earnings"  
[X Link](https://x.com/JoseRestonVA/status/1748456420087943286)  2024-01-19T21:24Z [---] followers, [---] engagements


"@monaco_biotech Yes - you know well how this works ;) - best of lucks to you"  
[X Link](https://x.com/JoseRestonVA/status/1748462539107631174)  2024-01-19T21:48Z [---] followers, [---] engagements


"@InfinityTradesX I completely agree. A recent example: I have had $BHVN (a big winner for me since acquisition and then again with the new company). I exited weeks ago at $39.8 but it was hard. Seeing it today bear $50 makes it even harder. But I made that decision and that was it"  
[X Link](https://x.com/JoseRestonVA/status/1749796527067791423)  2024-01-23T14:09Z [---] followers, [----] engagements


"@jfais20 Exactly. Sometimes that purpose could be something very personal"  
[X Link](https://x.com/JoseRestonVA/status/1749902373428813948)  2024-01-23T21:10Z [---] followers, [---] engagements


"@monaco_biotech One of my biggest mistakes last year was selling 3/4 of $SRPT at $62. I still own some and partially recovered those losses as I rotated those funds to MDGL and IMVT at lower levels - but still those funds would have been better off there. Oh well"  
[X Link](https://x.com/JoseRestonVA/status/1752000488269066550)  2024-01-29T16:07Z [---] followers, [---] engagements


"@RinconAnnabelle @tableau Nice"  
[X Link](https://x.com/JoseRestonVA/status/1752434322466799799)  2024-01-30T20:51Z [---] followers, [--] engagements


"@JaviCharts I am long $CYTK (5th position in my bio portfolio avg cost $38). This is another name where looking at a chart can be misleading. Valuation matters here. Potential for buyout (or not) matters as well. Looking at a chart it could drive you to the wrong conclusions"  
[X Link](https://x.com/JoseRestonVA/status/1753533648349893086)  2024-02-02T21:39Z [---] followers, [---] engagements


"@JaviCharts @notprofgreen Javier - this is bs. You are better than this. You should go to the Investor Relations page to learn more about a company"  
[X Link](https://x.com/JoseRestonVA/status/1753535860228644931)  2024-02-02T21:48Z [---] followers, [--] engagements


"@nolastevedore @Andre_AGTC @jfais20 Completely agree. Getting FOMO after selling a name at a profit (not only in bios) was one of my biggest drivers of losing money when I look back over time. I learned the hard way to avoid that. Not easy with special names"  
[X Link](https://x.com/JoseRestonVA/status/1754038620191617244)  2024-02-04T07:06Z [----] followers, [---] engagements


"@monaco_biotech Agreed :)"  
[X Link](https://x.com/JoseRestonVA/status/1754478892025249930)  2024-02-05T12:15Z [---] followers, [---] engagements


"@monaco_biotech Way more important: I am so glad to seeing you more active here. I hope that your health is in way better shape and you are back to your 100%.my very best wishes"  
[X Link](https://x.com/JoseRestonVA/status/1754629234486612073)  2024-02-05T22:13Z [---] followers, [---] engagements


"@KyleWhiteGOAT SOFI has several structural problems. Loan mix is one of them. Loan selling another. Members definition another. $NU does this well"  
[X Link](https://x.com/JoseRestonVA/status/1754731712494383129)  2024-02-06T05:00Z [---] followers, [---] engagements


"@KyleWhiteGOAT My background is consumer banking. Analysts can say whatever they want. If you look at the 10-K/Q of SOFI and compare it to the ones of NU or COF you will realize who does consumer banking right and who doesnt. And you will also realize why valuations are where they are"  
[X Link](https://x.com/JoseRestonVA/status/1754929153122369863)  2024-02-06T18:04Z [---] followers, [--] engagements


"I have reduced by 20% my position in $NU just to take profits (position from $5). I like this name and will reassess after earnings and direction on how to proceed with the rest. Still have a mindset bullish $NU bearish $SOFI $AFRM very bearish $UPST"  
[X Link](https://x.com/JoseRestonVA/status/1756055584820855207)  2024-02-09T20:40Z [---] followers, [---] engagements


"@monaco_biotech I was on this name for a couple days last week but exited when it moved too fast too much. At $1b mcap and after buying [--] assets ($60mm in cash) in Jan I thought that a secondary was the natural next step. And it came :)"  
[X Link](https://x.com/JoseRestonVA/status/1757667057963848143)  2024-02-14T07:24Z [---] followers, [---] engagements


"@DataDInvesting $NU is the bank that is already innovating way better than $SOFI"  
[X Link](https://x.com/JoseRestonVA/status/1757880299248070738)  2024-02-14T21:31Z [---] followers, [---] engagements


"@mukund I am in $NU for more than a year since $5. I like its business model (and quite familiar with it). Interested I how they plan to keep growing from here. LatAm can provide several growth paths (also risks)"  
[X Link](https://x.com/JoseRestonVA/status/1757881908136972305)  2024-02-14T21:38Z [---] followers, [---] engagements


"@mehdirhasan This was hilarious to see. I live in Switzerland and that is how things work when grocery shopping"  
[X Link](https://x.com/JoseRestonVA/status/1758376887414407230)  2024-02-16T06:24Z [---] followers, [---] engagements


"@monaco_biotech I regret selling 3/4 of my position when the readout came. Worst decision last year - at least I kept some but stillquite dumb from my end"  
[X Link](https://x.com/JoseRestonVA/status/1758476569742590004)  2024-02-16T13:00Z [---] followers, [---] engagements


"I am in $AFRM May $35p and $SOFI March $8p - testing the down side"  
[X Link](https://x.com/JoseRestonVA/status/1758565935420489777)  2024-02-16T18:56Z [---] followers, [---] engagements


"Exiting $AFRM $35 puts. Staying in $SOFI $8 puts a little longer but will also exit soon. Both were opportunistic shorts testing a downside. Both were very small"  
[X Link](https://x.com/JoseRestonVA/status/1760359466313130224)  2024-02-21T17:42Z [---] followers, [---] engagements


"Out of $SOFI puts as well. Just tactical short"  
[X Link](https://x.com/JoseRestonVA/status/1760401051142832432)  2024-02-21T20:28Z [---] followers, [---] engagements


"@monaco_biotech Congratulations on NVDA"  
[X Link](https://x.com/JoseRestonVA/status/1760638717461406208)  2024-02-22T12:12Z [---] followers, [---] engagements


"@mukund Agreed - in since $5. Potential for growth is tremendous. And it is a very well managed company. Their underwriting slides remind me of another large bank recently in the news"  
[X Link](https://x.com/JoseRestonVA/status/1761042533390458993)  2024-02-23T14:57Z [---] followers, [---] engagements


"@galenlittle My top [--] have been the same for many months: $MDGL $ITCI $CYTK $IMVT and $IDYA (because I sold today). I am accumulating in $RNA $ZNTL $LIFE. I like $MRUS and own a position but I cannot add here. I have otherseven a tiny losing $AKRO from the $50s (-50% so far)"  
[X Link](https://x.com/JoseRestonVA/status/1761087346206732737)  2024-02-23T17:55Z [---] followers, [----] engagements


"@galenlittle $APLS and $BBIO of course as well. And $ELEV $CRBP $SRPT remnant (some $AMLX calls bought yesterday with the PR)"  
[X Link](https://x.com/JoseRestonVA/status/1761087870217912633)  2024-02-23T17:57Z [---] followers, [---] engagements


"@DataDInvesting Very good strategy. I only hold shares in $NU. and only from time to time I could buy calls (not this time)"  
[X Link](https://x.com/JoseRestonVA/status/1761114505881235946)  2024-02-23T19:43Z [---] followers, [---] engagements


"@jfais20 In my case just hoping on a train going anywhere enjoying the mountainsno surfing but still enough to recharge"  
[X Link](https://x.com/JoseRestonVA/status/1761421533820379141)  2024-02-24T16:03Z [---] followers, [---] engagements


"@Andre_AGTC @semodough $ITCI [---] has been delayed to April and [---] to late Q2. Key readouts for MDD - I agree that Lumateperone is quite a component"  
[X Link](https://x.com/JoseRestonVA/status/1761652420591984958)  2024-02-25T07:20Z [---] followers, [---] engagements


"@monaco_biotech Thanks for sharing This is very interesting info. I will be spending some time on my own comparing these figures vs those provided by the National Institute of Mental Health"  
[X Link](https://x.com/JoseRestonVA/status/1761847147165553040)  2024-02-25T20:14Z [---] followers, [---] engagements


"@monaco_biotech Congratulations I am late to this"  
[X Link](https://x.com/JoseRestonVA/status/1762236460311195916)  2024-02-26T22:01Z [---] followers, [---] engagements


"@lfholt @monaco_biotech Sure I am in Apr $20 and Jun $25. Very small in both cases. I will keep the June one (not sure about April). Very very small but ALS matters to me and I want to be engaged at least this way"  
[X Link](https://x.com/JoseRestonVA/status/1762716045817635071)  2024-02-28T05:47Z [---] followers, [--] engagements


"@monaco_biotech @Sports_bios I can get short in some ways (always via puts): Either as partial hedge against a position (at times I do the etf vs. longs) or in very specific cases where a name has issues w business model major valuation dislocations or is simply a fraud"  
[X Link](https://x.com/JoseRestonVA/status/1762716768122937376)  2024-02-28T05:50Z [---] followers, [---] engagements


"@monaco_biotech I am waiting patiently to get back in here (exited in December). The name that gave me the best P&L in the last [--] years"  
[X Link](https://x.com/JoseRestonVA/status/1763318881144148156)  2024-02-29T21:42Z [---] followers, [---] engagements


"@monaco_biotech Thanks I wish I have the same amount of sizing in $ELEV as I had in $BHVN - but this is a riskier position (in since $.6)"  
[X Link](https://x.com/JoseRestonVA/status/1763535867199565848)  2024-03-01T12:04Z [---] followers, [---] engagements


"@monaco_biotech NoI was actually regretting not adding more I thought that I had plenty of time to add to $APGE on weaknessbut weakness never came. Interesting behavior"  
[X Link](https://x.com/JoseRestonVA/status/1764761974875775065)  2024-03-04T21:16Z [---] followers, [---] engagements


"@JanEhses I have seen this. The thing is that with lower-priced stocks that effect is more muted. And ABB has a lower div rate yield than pharma names. When Swisscom trades ex-div I will see a haircut of CHF 22"  
[X Link](https://x.com/JoseRestonVA/status/1766120228281340386)  2024-03-08T15:14Z [---] followers, [--] engagements


"@jfais20 @SaicharanAitha @jamestheright1 Agreed. Being able to identify and understand opposing views helped me a lot in my decision-making process and performance over time. As long as it is done with respect and fact-based where possible. And Jonathan - you are great at this"  
[X Link](https://x.com/JoseRestonVA/status/1766906570921632034)  2024-03-10T19:18Z [---] followers, [---] engagements


"@mukund Completely agree. $NU is orders of magnitude a better company than $SOFI"  
[X Link](https://x.com/JoseRestonVA/status/1767972438342561794)  2024-03-13T17:54Z [---] followers, [---] engagements


"Exited my $NU position established since $5. I like the company and I plan to revisit it down the road. At these valuation levels I am ok enough to lock profits and exit"  
[X Link](https://x.com/JoseRestonVA/status/1770176169490452555)  2024-03-19T19:51Z [---] followers, [---] engagements


"@monaco_biotech @Maximus_Holla Nice to see. Holding my position (I have been also adding days ago) which is my top bio one"  
[X Link](https://x.com/JoseRestonVA/status/1772866146091388972)  2024-03-27T06:00Z [---] followers, [---] engagements


"@TheInvesttoLive @EndicottInvests I agree. Not only $ALLY. For almost a decade the trend of leading banks have been building online banking and reducing physical branches (COF is an example). $SOFI is not new to this"  
[X Link](https://x.com/JoseRestonVA/status/1773586393710608534)  2024-03-29T05:42Z [---] followers, [---] engagements


"@Biohazard3737 I have been in $ROG here in the Swiss market for [--] years (in my LT portfolio). A big underperformer. But I have been rotating some funds from $NOVN into here this year. My position in $PFE is way smaller"  
[X Link](https://x.com/JoseRestonVA/status/1773759523129368665)  2024-03-29T17:09Z [---] followers, [---] engagements


"@lfholt Agreed. This was fortunately a tiny position for me. However my biggest mistake/loss this past year was selling 3/4 of $SRPT (a major position) right after data at $62. I learned from my mistake in JAZZ in [----] and kept some. But it was dumb"  
[X Link](https://x.com/JoseRestonVA/status/1773761070798172176)  2024-03-29T17:16Z [----] followers, [---] engagements


"@InfinityTradesX I use Tableau. I have a simple dashboard that I am building. Still manual feed but planning to find ways to make it less manual. Visually it gives me what I look for to my own needs"  
[X Link](https://x.com/JoseRestonVA/status/1775856940259668043)  2024-04-04T12:04Z [---] followers, [--] engagements


"NIN: "Somewhat Damaged" live from on stage @ Roskilde Festival Denmark . via @YouTube Looking forward to NINs next album and hopefully concert tour https://youtu.be/L47a_BAhp0csi=zqn5tTLraspOelOc https://youtu.be/L47a_BAhp0csi=zqn5tTLraspOelOc"  
[X Link](https://x.com/JoseRestonVA/status/1776535921002770653)  2024-04-06T09:02Z [---] followers, [---] engagements


"@monaco_biotech And I do have a very very small position on JANX - but this one is not pure luck this one was bought weeks ago :)"  
[X Link](https://x.com/JoseRestonVA/status/1778167207790276671)  2024-04-10T21:04Z [---] followers, [---] engagements


"@johnscharts @Deepvue As is usual in biotech events drive a chart not the other way around. First big candle was driven by a data readout. The one this week because of buyout rumors"  
[X Link](https://x.com/JoseRestonVA/status/1779455023925072298)  2024-04-14T10:21Z [---] followers, [---] engagements


"@monaco_biotech Nice to see these results. $ITCI still one of my top [--] bios. Looking forward to Study [---]. Hopefully it confirms 501"  
[X Link](https://x.com/JoseRestonVA/status/1780204859297239410)  2024-04-16T12:01Z [---] followers, [---] engagements


"@monaco_biotech Thanks for sharing. I am gradually headed in the opposite direction little by little adding to names that I like and want to keep for a while. Even to one that I left months ago and today got back to where I sold it. I could be wrong of course"  
[X Link](https://x.com/JoseRestonVA/status/1781345845075476689)  2024-04-19T15:35Z [----] followers, [---] engagements


"@JonahLupton Agreed. Nubank has a compelling business model already profitable potential for growth in Brazil Mexico and Colombia and high-quality leadership. Brazils economy doing ok for now. LatAm always brings its own risks. Looking to reenter at some point (no position)"  
[X Link](https://x.com/JoseRestonVA/status/1784312561858494899)  2024-04-27T20:04Z [---] followers, [----] engagements


"@TheLongInvest I have a small position in $PFE to which I plan to add. Of the rest I would explore BABA but unlikely that I would buy it. I might go long SOFI for a trade under $6 (I am bearish this name)"  
[X Link](https://x.com/JoseRestonVA/status/1785157147698831598)  2024-04-30T04:00Z [---] followers, [---] engagements


"Closing my May $XBI $86c during the day. Bought them on April 16th. Very small and could have been even better if I bought them a couple of days later. Negative sentiment in the sector was quite helpful to go long the ETF and several names these last couple of weeks"  
[X Link](https://x.com/JoseRestonVA/status/1786390851280605307)  2024-05-03T13:42Z [---] followers, [---] engagements


"@DataDInvesting The quarter looks fine. I agree that the company is executing. Seeking to grow Financial Services makes sense. But it will not be easy particularly in credit cards"  
[X Link](https://x.com/JoseRestonVA/status/1787095975288279547)  2024-05-05T12:24Z [---] followers, [---] engagements


"@galenlittle @subfossilguy @extremetemps Here I Switzerland there have been several reports of the Alps losing portions of ice and snow"  
[X Link](https://x.com/JoseRestonVA/status/1787125056054735212)  2024-05-05T14:19Z [---] followers, [--] engagements


"@geoffreywells Thanks I sold $JANX back there as I thought that my r/r was no longer there. I was near +50% and with that ramp up and chose to exit"  
[X Link](https://x.com/JoseRestonVA/status/1788236122683846753)  2024-05-08T15:54Z [----] followers, [---] engagements


"@Lucy3370 @avidresearch Almost 2am here in Switzerland - it seems like there was some action while sleeping :)"  
[X Link](https://x.com/JoseRestonVA/status/1788357362807378014)  2024-05-08T23:56Z [----] followers, [--] engagements


"Just as a trade bought $CTMX at $2.6 this PM"  
[X Link](https://x.com/JoseRestonVA/status/1788510699364168108)  2024-05-09T10:05Z [----] followers, [----] engagements


"@monaco_biotech Thanks I was curious about this name (I see interesting arguments on each side) but then when I woke up in the middle of the night I found out this craziness. I care about pancreatic cancer (lost relatives to it) so seeing activity there made me more curious. Hence I bought"  
[X Link](https://x.com/JoseRestonVA/status/1788515298246635998)  2024-05-09T10:24Z [----] followers, [---] engagements


"@DataDInvesting I agree. It is unfair imo to compare both of them. SOFI is growing. It is a work in progress bank with its challenges but also potential. UPST is not even growing and adds nothing special to what already exists in fintech/ consumer banking"  
[X Link](https://x.com/JoseRestonVA/status/1788660765110481225)  2024-05-09T20:02Z [----] followers, [----] engagements


"@monaco_biotech This has been one of my top performers this year"  
[X Link](https://x.com/JoseRestonVA/status/1788826360732872993)  2024-05-10T07:00Z [----] followers, [---] engagements


"@DataDInvesting I respect your position about $SOFI but it is a bank. You might not like it but that is what it is. $UPST has more serious issues. You would see this if your background were Consumer Banking or Finance but it seems like it isnt. Best of lucks with your investments"  
[X Link](https://x.com/JoseRestonVA/status/1788967993248034913)  2024-05-10T16:23Z [----] followers, [---] engagements


"@canonvideoguy @DataDInvesting If you want to see a bank that has that and really growsjust look at $NU / that is a much better comparison. And once you do that you will realize why SOFI is where it is"  
[X Link](https://x.com/JoseRestonVA/status/1788973749850522002)  2024-05-10T16:45Z [----] followers, [---] engagements


"@standuzy531856 @DataDInvesting Galileo needs to grow more to justify that. What I do like is that the company has the right growth focus: tech + financial services. It will take time but if/when they do it it could be very rewarding"  
[X Link](https://x.com/JoseRestonVA/status/1788977286412218752)  2024-05-10T16:59Z [----] followers, [--] engagements


"@matt_97979797 @DataDInvesting I would say that they have stated clearly how they want to grow. Just my opinion but they are focusing on the right places. Every company will say transition from time to time. That would not worry me at all. They need to keep executing. And perhaps longs to be patient"  
[X Link](https://x.com/JoseRestonVA/status/1788983297546072439)  2024-05-10T17:23Z [----] followers, [--] engagements


"@DataDInvesting @matt_97979797 Are you familiar with the credit card business Have you ever worked for a bank I have. It is not as easy as you think"  
[X Link](https://x.com/JoseRestonVA/status/1789021411064827994)  2024-05-10T19:55Z [----] followers, [--] engagements


"@jfais20 Thanks for sharing. I like this visualization. I might need to do something like that for my own portfolio using Tableau"  
[X Link](https://x.com/JoseRestonVA/status/1789304089756451065)  2024-05-11T14:38Z [----] followers, [---] engagements


"@learnbiotech This is outdated starting with $MDGL"  
[X Link](https://x.com/JoseRestonVA/status/1789751986662818095)  2024-05-12T20:18Z [----] followers, [---] engagements


"@monaco_biotech In the right direction. Long and accumulating"  
[X Link](https://x.com/JoseRestonVA/status/1789976822207188999)  2024-05-13T11:11Z [----] followers, [---] engagements


"@DataDInvesting I am not sure how you can obtain those c/o numbers. If that were the case they would be basically having a sub-prime type of portfolio and being in a major problemand I really doubt it. I am sorry but you keep posting about financial matters that you do not know about"  
[X Link](https://x.com/JoseRestonVA/status/1790082174143586343)  2024-05-13T18:10Z [----] followers, [----] engagements


"@DataDInvesting You just do not know. I am sorry you dont like it but you are not in the financial industry. C/O rates in general are around 4% not 15%. A portfolio with that level of c/o would be in big trouble. That is not the case with SOFI (c/o levels are normal). Learn before you post"  
[X Link](https://x.com/JoseRestonVA/status/1790104451639894318)  2024-05-13T19:38Z [----] followers, [---] engagements


"@mukund $NU results keep consistently good. Solid growth with ways to keep doing it in LatAm. Market cap already at $COF levels though. No position. At some point down the road I will get back in"  
[X Link](https://x.com/JoseRestonVA/status/1790489904247431536)  2024-05-14T21:10Z [----] followers, [---] engagements


"@PersianMacroGuy Agreed in general - there is simply no comparison between a high-quality bank like $NU and $SOFI. Although not cheap growth opportunities in LatAm still there. Certainly taking the lead in terms of innovation in the region. No position but down the road might reenter"  
[X Link](https://x.com/JoseRestonVA/status/1790810199680332143)  2024-05-15T18:23Z [----] followers, [---] engagements


"@john_bresnahan Interesting - Curious to see how it reacts once Swiss market opens (long - along w Novartis although performing so different)"  
[X Link](https://x.com/JoseRestonVA/status/1790976571487953136)  2024-05-16T05:24Z [----] followers, [---] engagements


"@RevShark I own Roche (via $ROG here in Switzerland). That is a plausible hypothesis on some sort effects How sustainable that isno idea"  
[X Link](https://x.com/JoseRestonVA/status/1791160809474654406)  2024-05-16T17:36Z [----] followers, [---] engagements


"@DickMedChem It was a very tiny trade (mine). At first I clearly thought that it was dumb of me to do that. It is turning out fine"  
[X Link](https://x.com/JoseRestonVA/status/1792510248520933837)  2024-05-20T10:58Z [----] followers, [--] engagements


"@monaco_biotech Oh Interactive Brokers allows me to do that from the moment PM opens in the US - and this morning I had some free time "  
[X Link](https://x.com/JoseRestonVA/status/1792513989601079753)  2024-05-20T11:13Z [----] followers, [---] engagements


"@jfais20 @Lucy3370 @MichaelMeltzer1 I am also trying to understand the opportunity here. No position but this news seem too good to be true imo"  
[X Link](https://x.com/JoseRestonVA/status/1792570569222652288)  2024-05-20T14:58Z [----] followers, [---] engagements


"@Banana_Oncology I agree. The story has not changed. I was observing too much over excitement and valuations were a bit rich so I sold back then. Here it is more attractive (at least for me). I also have $CTMX which I bought wrongly at $2.6. But I plan to add to it as well"  
[X Link](https://x.com/JoseRestonVA/status/1792995118112211190)  2024-05-21T19:05Z [----] followers, [---] engagements


"@monaco_biotech I will stay because my average cost is lower and I am still profitable. But I am no longer adding. If/when he goesI will change my approach. But for nowI will hold the position and leave it there"  
[X Link](https://x.com/JoseRestonVA/status/1793382884184645976)  2024-05-22T20:46Z [----] followers, [---] engagements


"Good to wake up seeing $MRUS in the right direction offsetting $CYTK"  
[X Link](https://x.com/JoseRestonVA/status/1793863148451344718)  2024-05-24T04:34Z [----] followers, [---] engagements


"@adamfeuerstein It will be a normal weekend here in Switzerland (our long weekend was this past weekend)"  
[X Link](https://x.com/JoseRestonVA/status/1794099288559047111)  2024-05-24T20:12Z [----] followers, [---] engagements


"@mukund I am keeping an eye on Revolut if/when/where they IPO. Although still private its product mix and business model is quite compelling. It resembles $NU. Hopefully they do not choose London"  
[X Link](https://x.com/JoseRestonVA/status/1794864934251282533)  2024-05-26T22:55Z [----] followers, [---] engagements


"@GeneInvesting After hit by partial hold in DM1: Partnership w $BMY in late Nov 23; PIPE in Feb [--] DM1 update MARINA OLE in March indirect impacts by $DYN rumors early [----]. Upcoming FSHD and DMD later in the year"  
[X Link](https://x.com/JoseRestonVA/status/1794867476985176231)  2024-05-26T23:05Z [----] followers, [---] engagements


"Adding to $MRUS with this dip at $54.6"  
[X Link](https://x.com/JoseRestonVA/status/1795484915712336334)  2024-05-28T15:58Z [----] followers, [----] engagements


"@DataDInvesting Integrating banks are always a challenge . Like $JPM $COF bought [--] banks in last [--] years: (Hibernia North Fork Chevy Chase ING Direct.and now Discover). Each with is own system culture etc. it takes time. Nothing to do with what $SOFI can offer"  
[X Link](https://x.com/JoseRestonVA/status/1795679024708251761)  2024-05-29T04:50Z [----] followers, [---] engagements


"@princetongb Wellthat assumes no external factors. In Madrid this week. Last couple of days a normal $150-$250 hotel was at $600-$800/night. Price-increase driver: Taylor Swift"  
[X Link](https://x.com/JoseRestonVA/status/1796137976902091263)  2024-05-30T11:13Z [----] followers, [---] engagements


"@monaco_biotech This one and $CYTK are my [--] bio laggards this year (still profitable on CYTK). But not planning to do anything to my position. Nestle and Roche are my non-bio laggards. Of those [--] Nestle is truly annoying"  
[X Link](https://x.com/JoseRestonVA/status/1796623494274277491)  2024-05-31T19:23Z [----] followers, [---] engagements


"@DataDInvesting The biggest competitor is already sizable in Europe and expanding into the US. It is still private but it will likely IPO at some point: Revolut . It resembles $NU . Lending Club is not in the same league"  
[X Link](https://x.com/JoseRestonVA/status/1796624916013252857)  2024-05-31T19:28Z [----] followers, [----] engagements


"@aveer30 @DataDInvesting @RevolutApp @SoFi @anthonynoto I was not that aware of Revolut until I came here to Madrid this week (lower presence in Switzerland - not aware while living/working in the US). Here I got bombarded with online ads so I looked. I like what I see. Interesting thought about potentially complementing each other"  
[X Link](https://x.com/JoseRestonVA/status/1796654508488917020)  2024-05-31T21:26Z [----] followers, [---] engagements


"Madrid today. Later Champions Final Real Madrid - Borussia Dortmund"  
[X Link](https://x.com/JoseRestonVA/status/1796876898812715077)  2024-06-01T12:10Z [----] followers, [---] engagements


"@crypto_biotech I disagree. I own both"  
[X Link](https://x.com/JoseRestonVA/status/1798032495478468754)  2024-06-04T16:42Z [----] followers, [---] engagements


"@crypto_biotech I am in Roche for a couple of years well before they bought Carmot. I am fine with the information they are providing. I am interested in their entire pipeline. I do own a small VKTX position (and building it) and MDGL is my top bio"  
[X Link](https://x.com/JoseRestonVA/status/1798083254781886799)  2024-06-04T20:03Z [----] followers, [--] engagements


"Interesting to me weakness shown in some names. So I added to what I like: a little earlier added to $APGE at $42.4 - I will keep adding on weakness"  
[X Link](https://x.com/JoseRestonVA/status/1798750413312729282)  2024-06-06T16:14Z [----] followers, [----] engagements


"@Pharmdca No"  
[X Link](https://x.com/JoseRestonVA/status/1799087497978183868)  2024-06-07T14:34Z [----] followers, [---] engagements


"@john_bresnahan Thanks for sharing. Then this might help explain $ROG relative strength today here in - I cant complain"  
[X Link](https://x.com/JoseRestonVA/status/1799093819276759518)  2024-06-07T14:59Z [----] followers, [---] engagements


"@DataDInvesting @arny_trezzi Yes there are. Capital One is years ahead of SOFI. It even tried things that ended up not working"  
[X Link](https://x.com/JoseRestonVA/status/1800256307985014915)  2024-06-10T19:58Z [----] followers, [---] engagements


"@jfais20 @Andre_AGTC Andre - good"  
[X Link](https://x.com/JoseRestonVA/status/1800577134802420220)  2024-06-11T17:13Z [----] followers, [---] engagements


"@Andre_AGTC @jfais20 Awesome I was not that early. I started by buying $100 calls for Phase [--] readout. Then I built from there. We coincided on KRTX and SGEN"  
[X Link](https://x.com/JoseRestonVA/status/1800580473305080130)  2024-06-11T17:26Z [----] followers, [---] engagements


"@monaco_biotech That is a strong secondary pricing. Better than I thought. Holding my $RNA position after trimming 20% of it at $35 on Wednesday. If there is weakness down the road (as long as no safety-driven one) I will add"  
[X Link](https://x.com/JoseRestonVA/status/1801544626802987372)  2024-06-14T09:18Z [----] followers, [---] engagements


"@_Biotech_iQ Thanks for sharing. No position here but looking at this name. Competition ( $IMNM AL102 asset - which looks competitive) is at least [--] years away from any potential commercial launch assuming P3 is positive. By then this $SWTX OGSIVEO might already have a commanding market shr"  
[X Link](https://x.com/JoseRestonVA/status/1801545625428972007)  2024-06-14T09:22Z [----] followers, [---] engagements


"@GrindeOptions @srvc76 @aletechview @Cluster_6 @anthonynoto Incorrect. $NU just an example"  
[X Link](https://x.com/JoseRestonVA/status/1801782487322083334)  2024-06-15T01:03Z [----] followers, [---] engagements


"@Pharmdca I have for years. Balance sheet is atrocious and leadership has been consistently underperforming and delaying what could have been interesting assets in the past. At least something working but sponsored by Fred Hutch. No position"  
[X Link](https://x.com/JoseRestonVA/status/1802741123020128633)  2024-06-17T16:32Z [----] followers, [---] engagements


"Reduced $ITCI by 50% with these results. No longer a top-5 bio position but still sizable. I will hold the rest for personal reasons (I care about companies that treat bipolar conditions). Many thanks to @AdamSinger for mentioning this name a couple of years ago"  
[X Link](https://x.com/JoseRestonVA/status/1803075725970317796)  2024-06-18T14:42Z [----] followers, [---] engagements


"@monaco_biotech Yes - even though this is a very small position clearly not good. I will keep what I have. There is another name that I own that is doing well after a partial hold in DM1 last year ;)"  
[X Link](https://x.com/JoseRestonVA/status/1803079258706980893)  2024-06-18T14:56Z [----] followers, [---] engagements


"Added to $APGE at $37.3. With this add it is now one of my top-5 bio positions. I intend to hold this name for at least a year"  
[X Link](https://x.com/JoseRestonVA/status/1803083241462829502)  2024-06-18T15:11Z [----] followers, [---] engagements


"@monaco_biotech @Sports_bios I wanted to add to this name hoping for a pullback from the $60s but I did not expect to see it retracing the entire move. So I added in size a few days ago and also today. It is now a top-5 position. Assuming no news driving the move I treat it as a buying opportunity"  
[X Link](https://x.com/JoseRestonVA/status/1803164682997604581)  2024-06-18T20:35Z [----] followers, [---] engagements


"New Zealand - such a beautiful country"  
[X Link](https://x.com/JoseRestonVA/status/1803416002795020627)  2024-06-19T13:14Z [----] followers, [---] engagements


"@JanEhses I like the prudent approach of the SNB with regards to interest rates (although their US portfolio of shares is odd). The most odd thing; we can buy SNB shares"  
[X Link](https://x.com/JoseRestonVA/status/1803718678556381391)  2024-06-20T09:16Z [----] followers, [---] engagements


"@JanEhses It trades on the Swiss market under ticker $SNBN - from what I have read anyone (individual or institutional) can buy"  
[X Link](https://x.com/JoseRestonVA/status/1803795695251722574)  2024-06-20T14:23Z [----] followers, [--] engagements


"Singapore - this morning"  
[X Link](https://x.com/JoseRestonVA/status/1805432796011229412)  2024-06-25T02:48Z [----] followers, [---] engagements


"@DataDInvesting I dont read your articles because you have demonstrated that you are not familiar with how consumer banking works. Once you learn that I will read. Not before then"  
[X Link](https://x.com/JoseRestonVA/status/1805616604941881611)  2024-06-25T14:58Z [----] followers, [---] engagements


"@johnscharts I relocated to Switzerland living here for [--] years. Those are exactly the types of questions I get from folks here. And same thing in the media"  
[X Link](https://x.com/JoseRestonVA/status/1806637248676335865)  2024-06-28T10:34Z [----] followers, [---] engagements


"@Biohazard3737 Great thread. Thanks for sharing. I am long $SRPT but I also look for alternatives as imo the DMD is an area ripe for innovation. Aside from the science what gives me pause in $SLDB is its pattern of delays in its deadlines over the years. I could see a long trade via options"  
[X Link](https://x.com/JoseRestonVA/status/1807447009663569929)  2024-06-30T16:12Z [----] followers, [---] engagements


"@MSollender Thanks for sharing this list I might suggest $APGE APG808 Phase1 in COPD for H2 24"  
[X Link](https://x.com/JoseRestonVA/status/1807450459805720806)  2024-06-30T16:25Z [----] followers, [---] engagements


"@Kross_Roads @Futurenvesting I was in $NU since the $5s and exited near $12 months ago. Great company but at these valuation levels and considering LatAm usual geopolitical risks I stay away for now"  
[X Link](https://x.com/JoseRestonVA/status/1808699888395292947)  2024-07-04T03:10Z [----] followers, [---] engagements


"@monaco_biotech So they end up with near $1b in cash +/- after this raise "  
[X Link](https://x.com/JoseRestonVA/status/1810974817677386008)  2024-07-10T09:50Z [----] followers, [---] engagements

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