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# ![@Lord_of_Biotech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1250342313244557313.png) @Lord_of_Biotech Lord_of_Biotechs

Lord_of_Biotechs posts on X about share, stocks, mio, $kros the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1250342313244557313/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250342313244557313/c:line/m:interactions.svg)

- [--] Week [------] +25%
- [--] Month [------] +76%
- [--] Months [-------] -25%
- [--] Year [---------] +78%

### Mentions: [--] [#](/creator/twitter::1250342313244557313/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250342313244557313/c:line/m:posts_active.svg)

- [--] Month [--] -41%
- [--] Months [---] +6.80%
- [--] Year [---] +53%

### Followers: [-----] [#](/creator/twitter::1250342313244557313/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250342313244557313/c:line/m:followers.svg)

- [--] Week [-----] +0.16%
- [--] Month [-----] +7%
- [--] Months [-----] +18%
- [--] Year [-----] +50%

### CreatorRank: [---------] [#](/creator/twitter::1250342313244557313/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250342313244557313/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [vc firms](/list/vc-firms) 

**Social topic influence**
[share](/topic/share), [stocks](/topic/stocks), [mio](/topic/mio), [$kros](/topic/$kros), [$til](/topic/$til), [money](/topic/money), [$epix](/topic/$epix), [$achl](/topic/$achl), [if you](/topic/if-you), [market cap](/topic/market-cap)

**Top accounts mentioned or mentioned by**
[@biohazard3737](/creator/undefined) [@monacobiotech](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@anotherbio](/creator/undefined) [@richtrades100](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@adar170](/creator/undefined) [@badonde](/creator/undefined) [@toffcap](/creator/undefined) [@lordofbiotech](/creator/undefined) [@piratewaffle](/creator/undefined) [@biotenic](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@maximusholla](/creator/undefined) [@absreturnchaser](/creator/undefined) [@hannesdemske](/creator/undefined) [@alphainvestoor](/creator/undefined) [@arbstocktipster](/creator/undefined) [@somecuriousgirl](/creator/undefined) [@investspecial](/creator/undefined)

**Top assets mentioned**
[Keros Therapeutics, Inc. (KROS)](/topic/$kros) [Instil Bio, Inc. (TIL)](/topic/$til) [Achilles Therapeutics Plc (ACHL)](/topic/$achl) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Third Harmonic Bio, Inc. (THRD)](/topic/$thrd) [Ikena Oncology, Inc. (IKNA)](/topic/$ikna) [Johnson & Johnson (JNJ)](/topic/$jnj) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [CARGO Therapeutics, Inc. (CRGX)](/topic/$crgx) [Kronos Bio, Inc. (KRON)](/topic/$kron) [HilleVax, Inc. (HLVX)](/topic/$hlvx) [BioAge Labs, Inc. (BIOA)](/topic/$bioa) [iTeos Therapeutics, Inc. (ITOS)](/topic/$itos) [Abivax SA (ABVX)](/topic/$abvx) [Pfizer, Inc. (PFE)](/topic/$pfe) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [PMV Pharmaceuticals, Inc. (PMVP)](/topic/$pmvp) [GSK plc (GSK)](/topic/$gsk) [Bolt Biotherapeutics, Inc. (BOLT)](/topic/$bolt) [Asset Entities Inc. (ASST)](/topic/$asst) [LAVA Therapeutics BV (LVTX)](/topic/$lvtx) [Kinnate Biopharma Inc. (KNTE)](/topic/$knte) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [Repare Therapeutics Inc. (RPTX)](/topic/$rptx) [Theseus Pharmaceuticals, Inc. (THRX)](/topic/$thrx) [Novartis AG (NVS)](/topic/$nvs) [AN2 Therapeutics, Inc. (ANTX)](/topic/$antx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Atea Pharmaceuticals, Inc. (AVIR)](/topic/$avir) [Eli Lilly and Company (LLY)](/topic/$lly) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Bitcoin (BTC)](/topic/bitcoin) [Synthetify (SNY)](/topic/$sny) [Elevation Oncology, Inc.  (ELEV)](/topic/$elev) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Galecto Inc. (GLTO)](/topic/$glto) [Rainmaker Games (RAIN)](/topic/$rain) [MEI Pharma, Inc. (MEIP)](/topic/$meip) [Royalty Pharma plc (RPRX)](/topic/$rprx) [ACELYRIN, Inc. (SLRN)](/topic/$slrn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@bio_clouseau That would be quite a bull case for $PFE shareholders"  
[X Link](https://x.com/Lord_of_Biotech/status/1658386807166316544)  2023-05-16T08:20Z [---] followers, [--] engagements


"$AVIR with 5.70$ Buyout offer and 80% CVR Participation. After $JNCE next strike from Tang Partners. Will be interesting to see if management/BoD is interested"  
[X Link](https://x.com/Lord_of_Biotech/status/1660637156585422848)  2023-05-22T13:22Z [----] followers, [---] engagements


"$RAIN next stock in the row for strategic alternatives with $JNCE $MGTA $GRPH $NLTX $TALS. Quite a good basket the last months"  
[X Link](https://x.com/Lord_of_Biotech/status/1663600131009019941)  2023-05-30T17:35Z [----] followers, [---] engagements


"$NKTR wild rodeo last few weeks. Giving up most of the gains after reveal that $LLY misinterpreted AD data. Some catalysts incoming including oncology asset outlicensing until YE. Maybe also some settlement with $LLY regarding $NKTR lawsuit"  
[X Link](https://x.com/Lord_of_Biotech/status/1696895626468901270)  2023-08-30T14:40Z [---] followers, [--] engagements


"Interesting Biotech IPO amrket this year quite slow. Maybe good cross reading to well funded biotech shells $RAIN $ABIO $GRPH IPO window Neumora IPO terms: raising up to $264M at $2.7B() Rayze bio raising up to $245M $XBI IPO window Neumora IPO terms: raising up to $264M at $2.7B() Rayze bio raising up to $245M $XBI"  
[X Link](https://x.com/Lord_of_Biotech/status/1701263663179473336)  2023-09-11T15:57Z [---] followers, [---] engagements


"$FRTX Next liquidation bringing shareholders a huge premium to recent share price. Prices are so depressed that even liquidations increasing shareholder values"  
[X Link](https://x.com/Lord_of_Biotech/status/1704412153468313803)  2023-09-20T08:28Z [---] followers, [---] engagements


"Is $AMTI the most broken Merger Arbitrage out there @JulianKlymochko Do you have an opinion"  
[X Link](https://x.com/Lord_of_Biotech/status/1706308283915489540)  2023-09-25T14:02Z [----] followers, [---] engagements


"$IMVT Immunovant Announces Positive Initial IMVT-1402 Phase [--] SAD and [---] mg Subcutaneous MAD Results"  
[X Link](https://x.com/Lord_of_Biotech/status/1706610828835705203)  2023-09-26T10:05Z [----] followers, [---] engagements


"@agnostoxxx "Ackman would hate a Q4 bond rally (he's short bonds but doing ok)" He is doing ok Think his bond trade should be really well performing or not"  
[X Link](https://x.com/Lord_of_Biotech/status/1707741840428924975)  2023-09-29T12:59Z [---] followers, [---] engagements


"$INFI Chapter [--] after failure to close the merger with $MEIP. Would have thought someone else would pick up the asset for nuts. Now maybe in chapter [--] process No position"  
[X Link](https://x.com/Lord_of_Biotech/status/1707849888694747476)  2023-09-29T20:08Z [---] followers, [---] engagements


"That changed fast. Good day for this arbitrage"  
[X Link](https://x.com/Lord_of_Biotech/status/1708895979133407517)  2023-10-02T17:25Z [---] followers, [--] engagements


"$RAIN Tang Capital Partners with going private Offer for 1.25$ + CVR (Representing 80% of Rain pipeline proceeds)"  
[X Link](https://x.com/Lord_of_Biotech/status/1712936596243128376)  2023-10-13T21:01Z [--] followers, [---] engagements


"Its the same thinking I have as many reactions seem extremly overstretched Taking the other side of many of these GLP-1 driven selloffs is increasingly attractive. Taking the other side of many of these GLP-1 driven selloffs is increasingly attractive"  
[X Link](https://x.com/Lord_of_Biotech/status/1713927529478734013)  2023-10-16T14:39Z [----] followers, [---] engagements


"@Biohazard3737 Bidder B had an offer for an upsized deal price including up to 4$ CVR if PNT2022 would be a hit. I think the Call Buyer is expecting good results and maybe an upsized offer from the misterious Bidder B prior to deal closing with $LLY"  
[X Link](https://x.com/Lord_of_Biotech/status/1714365579006534061)  2023-10-17T19:39Z [--] followers, [---] engagements


"$GRTX some action. FDA Minutes should be released in the next days. Blackstone with econimic interest in $GRTX. Will be interesting to see what the way forward will be. If minutes show no path forward company will reverse merge or liquidate. Small mcap"  
[X Link](https://x.com/Lord_of_Biotech/status/1714645374277759112)  2023-10-18T14:11Z [---] followers, [---] engagements


"Great Post. Company will get liquidated and assets will be handed over to Creditor Short shares indicate no pressure. Interesting setup"  
[X Link](https://x.com/Lord_of_Biotech/status/1714669083986436561)  2023-10-18T15:45Z [---] followers, [--] engagements


"$INVO with a reverse merger deal. Condition are [--] financings (one prior closing and one with the closing). Both above stock price prior deal announcement and on of them at min. 5$ p/Sh. Quite interesting structure. Interested to see where this is going"  
[X Link](https://x.com/Lord_of_Biotech/status/1716442741503078786)  2023-10-23T13:13Z [---] followers, [---] engagements


"@Biohazard3737 Maybe some kind of official share buyback announcement would have been a good tailwind for the stock price"  
[X Link](https://x.com/Lord_of_Biotech/status/1716446974356906261)  2023-10-23T13:30Z [--] followers, [---] engagements


"Nice edge this year in stocks looking for strategic alternatives and additionally prices massively under their liquidation value. Good outperformance against $XBI as well as general market"  
[X Link](https://x.com/Lord_of_Biotech/status/1717546220988633456)  2023-10-26T14:18Z [--] followers, [--] engagements


"$GRPH halted"  
[X Link](https://x.com/Lord_of_Biotech/status/1724758429015699678)  2023-11-15T11:57Z [---] followers, [---] engagements


"$FIXX interesting case here. Deal itself gets shredded by the market. Company is now massively below net cash (Deal assumes FIXX net cash at [--] million at closing) + drugs + equity participation (valued [--] million). I get $JNCE vibes at these levels"  
[X Link](https://x.com/Lord_of_Biotech/status/1725175617002385599)  2023-11-16T15:34Z [----] followers, [---] engagements


"Somebody knows whats up with $SAVE Good volume and huge rebound the last days"  
[X Link](https://x.com/Lord_of_Biotech/status/1725570181961802205)  2023-11-17T17:42Z [----] followers, [---] engagements


"@LTbioinvestor balance sheet quite interesting here with the huge Facility for sale $TIL"  
[X Link](https://x.com/Lord_of_Biotech/status/1726623239223583054)  2023-11-20T15:27Z [---] followers, [---] engagements


"@monaco_biotech Also some data outstanding for Q4. Could be a wild one here. Will be joining here next week"  
[X Link](https://x.com/Lord_of_Biotech/status/1728150820196114902)  2023-11-24T20:37Z [---] followers, [---] engagements


"Next one $ACHL Syncona is 25% owner. Company massively below liquidation value. Net Cash around 2$+ at the moment. Some data in Q1 [--]. Maybe some action from Syncona afterwards"  
[X Link](https://x.com/Lord_of_Biotech/status/1729220705328521621)  2023-11-27T19:28Z [---] followers, [----] engagements


"@MDollares Nice calculation. I have something of 2.7-8$ in my mind. Depending on the current burn. $KNTE has some special costs in Q3/4 due to the restructuring"  
[X Link](https://x.com/Lord_of_Biotech/status/1729261334133432447)  2023-11-27T22:10Z [---] followers, [---] engagements


"$CWBR is a wild one. Had one of the best reverse merger moves of the year in spring but failed to get continued listing at the Nasdaq. Merger got termianted company will liquidate but no specific liquidation value announced. Now will go to OTC.0.6$ in pre trading"  
[X Link](https://x.com/Lord_of_Biotech/status/1729475352655700231)  2023-11-28T12:20Z [---] followers, [---] engagements


"@monaco_biotech 20% since posting. Good one for us @monaco_biotech"  
[X Link](https://x.com/Lord_of_Biotech/status/1729878119912464629)  2023-11-29T15:00Z [---] followers, [--] engagements


"$LIAN Tang Partners with Next Strike. Buyout offer for 4.30$ + CVR (80% of all asset sales). Nice streak from him the last months I am long here from 2.40$"  
[X Link](https://x.com/Lord_of_Biotech/status/1730351993825169892)  2023-11-30T22:23Z [---] followers, [----] engagements


"$TIL $150 million facility on their books. Loosening interest rates could be quite supportive for the value of the asset. Company is actively trying to sell. Look at the market cap. Will be a wild one if the news hits until then take a nap"  
[X Link](https://x.com/Lord_of_Biotech/status/1730627827760861387)  2023-12-01T16:40Z [---] followers, [---] engagements


"What says this about the $SAVE $JBLU Deal Obviously deals in the airline sector are still manageable and most companies do not see big chances of an DOJ success $HA $ALK Alaska Airlines to acquire Hawaiian Airlines for $18/sh in cash or a 270% premium over Friday's closing price. https://t.co/b7LtphFpTJ https://t.co/8AN0lnZ5FR $HA $ALK Alaska Airlines to acquire Hawaiian Airlines for $18/sh in cash or a 270% premium over Friday's closing price. https://t.co/b7LtphFpTJ https://t.co/8AN0lnZ5FR"  
[X Link](https://x.com/Lord_of_Biotech/status/1731637665810788757)  2023-12-04T11:32Z [----] followers, [----] engagements


"@monaco_biotech Crazy"  
[X Link](https://x.com/Lord_of_Biotech/status/1731655148575846455)  2023-12-04T12:42Z [---] followers, [--] engagements


"$KNTE and $THRX from the current timeframe also interesting short term setups. Deals could be priced 10-20% above current prices + CVRs. Seems quite attractive"  
[X Link](https://x.com/Lord_of_Biotech/status/1734603752642859372)  2023-12-12T15:58Z [---] followers, [---] engagements


"What a bullshit price target here. 0.5$ company has more than 2$ net cash and even in [--] months they have 1.50$+. At least analysts should take these values as their PT in [--] months. clown fiesta"  
[X Link](https://x.com/anyuser/status/1735274474998551009)  2023-12-14T12:24Z [--] followers, [---] engagements


"@monaco_biotech @LTbioinvestor @adar170 @bearcapital1 @BioTechTraderSD @richtrades100 @DickMedChem One of the honest guys on Twitter:)"  
[X Link](https://x.com/Lord_of_Biotech/status/1736166226060054680)  2023-12-16T23:27Z [---] followers, [---] engagements


"$APTX quite interesting case. Bought the stock after their announcement to go into liquidation. Was a long process since April/May but finally investors will get a payout. roughly 40% on my acquisition price. Nice result"  
[X Link](https://x.com/Lord_of_Biotech/status/1736870930540818891)  2023-12-18T22:07Z [---] followers, [---] engagements


"$THRX with buyout announcement. 3.90$ - 4.05$ depending on net cash at closing + cvr for old $THRX assets. Tangs Concentra is the buyer. Nice development after strategic alternatives announcement at low 2's. Nice end of year run for me"  
[X Link](https://x.com/Lord_of_Biotech/status/1738166777282990569)  2023-12-22T11:57Z [---] followers, [---] engagements


"@monaco_biotech You have a nice streak buddy Wish you all the best for the new year"  
[X Link](https://x.com/Lord_of_Biotech/status/1740897204683051336)  2023-12-30T00:46Z [---] followers, [---] engagements


"@LTbioinvestor Yes you are right I was in my wrong column. I already calculated their liquidation value lol :D"  
[X Link](https://x.com/anyuser/status/1743341188478902602)  2024-01-05T18:38Z [--] followers, [---] engagements


"Stock is going today 1$ in reach Massive upside here Next one $ACHL Syncona is 25% owner. Company massively below liquidation value. Net Cash around 2$+ at the moment. Some data in Q1 [--]. Maybe some action from Syncona afterwards Next one $ACHL Syncona is 25% owner. Company massively below liquidation value. Net Cash around 2$+ at the moment. Some data in Q1 [--]. Maybe some action from Syncona afterwards"  
[X Link](https://x.com/Lord_of_Biotech/status/1744746900467695631)  2024-01-09T15:44Z [----] followers, [---] engagements


"@RoccoLefkowitz2 Their strategic review started earliest end of March and lay offs started in April/may so you miss the 2nd quarter [----] burn in your calculation of at least [--] million or maybe more (prob your critic point). One time costs are only mentioned for time after June 23"  
[X Link](https://x.com/Lord_of_Biotech/status/1745556477249527990)  2024-01-11T21:21Z [---] followers, [--] engagements


"@Maximus_Holla Congrats"  
[X Link](https://x.com/anyuser/status/1745880681333264768)  2024-01-12T18:49Z [--] followers, [---] engagements


"@Badonde_ @iam_chris42 Should be [--] employees in the USA and roughly [--] in UK. From 200-300 end of [----]. So big restructuring and no real labs left now"  
[X Link](https://x.com/Lord_of_Biotech/status/1747636824867066080)  2024-01-17T15:07Z [---] followers, [---] engagements


"@monaco_biotech That news is not that interesting for me but yesterday $LSTA again released a fully externally funded trial in Europe. I am really confused why so many external collaborators are researching LSTA01 and interpreting this positive. Waiting for data in summer [--] here"  
[X Link](https://x.com/Lord_of_Biotech/status/1748020021459071388)  2024-01-18T16:30Z [---] followers, [---] engagements


"@monaco_biotech Congrats Great performance and nice entry points"  
[X Link](https://x.com/Lord_of_Biotech/status/1748057000615751866)  2024-01-18T18:57Z [---] followers, [---] engagements


"$ABIO brutal selloff since end of october. Strategic review takes a long time but on these valuations now its one of the cheapest strategic review stocks out there. Liquidation value without asset sale probably 2.10$+ Bought a bunch the last days fingers crossed"  
[X Link](https://x.com/Lord_of_Biotech/status/1748439785486589980)  2024-01-19T20:18Z [--] followers, [---] engagements


"@ScroogeRE See it like your way but Q32 with some data in Q2 [--] so will be interesting to see if this will influence the share price the next weeks. Comparable post Merger stocks like $KRRO $NGNE or $DNTH performed quite good"  
[X Link](https://x.com/Lord_of_Biotech/status/1750179698200428643)  2024-01-24T15:32Z [---] followers, [--] engagements


"Should be a good sign that some one accumulating shares in big numbers prior to data. Good data as well as bad data giving good upside in case of strategic alternatives afterwards. Cash 3$+"  
[X Link](https://x.com/anyuser/status/1750548845136585076)  2024-01-25T15:59Z [--] followers, [---] engagements


"@adar170 @BayAreaBiotechI $DNTH with huge PIPE after PiIPE in the merger as well. $GRPH seems also good supported. No merger closing till now. $FIXX maybe next"  
[X Link](https://x.com/Lord_of_Biotech/status/1750555405116113030)  2024-01-25T16:25Z [----] followers, [---] engagements


"Big Volume the last days in $ACHL. There are some big funds in the stock who maybe want to exit before data"  
[X Link](https://x.com/Lord_of_Biotech/status/1752716685461622959)  2024-01-31T15:33Z [---] followers, [---] engagements


"@monaco_biotech Interested to share Feel free to share private if not public :)"  
[X Link](https://x.com/Lord_of_Biotech/status/1752769423587303797)  2024-01-31T19:02Z [---] followers, [---] engagements


"@SleepwellCap @Biohazard3737 $EXO gives you some big NAV discount to get into a $RACE position"  
[X Link](https://x.com/Lord_of_Biotech/status/1753159797308821996)  2024-02-01T20:54Z [----] followers, [---] engagements


"Its okay to pump stocks no problem but they are in chapter [--] because they are unable to pay their liabilities so there can not be 2$ cash per share there is 0$ cash per share. In addition they are in debtor-in-possession mode no position here but hate bullshit. Guys check out $nviv bankruptcy liquidation play (announced yesterday). Low float in the $.20s here. Says over $2 / share on hand Anyone confirm this Maybe this was played yesterday. Filings says something about selling off company 👀🚨 Guys check out $nviv bankruptcy liquidation play (announced yesterday). Low float in the $.20s"  
[X Link](https://x.com/Lord_of_Biotech/status/1753529658744647750)  2024-02-02T21:23Z [---] followers, [----] engagements


"$ANTX Fail in NTM a net net positive for $SPRO. Less competition and new investors interest in SPR720 Phase [--] read out in H2 [----] beside $GSK collaboration for urinal infection phase [--] read out in 2025"  
[X Link](https://x.com/Lord_of_Biotech/status/1757136245153485240)  2024-02-12T20:15Z [---] followers, [---] engagements


"Valuation gap between phase [--] $ANTX yesterday (500 mio market cap) and $SPRO with NTM data and additional phase [--] read out + $GSK collab (80 mio market cap) quite remarkable"  
[X Link](https://x.com/Lord_of_Biotech/status/1757136703175667974)  2024-02-12T20:16Z [---] followers, [---] engagements


"$LIAN liquidation of the company with initial special dividend of 4.80$ and furter sales of their assets plus additional payouts until [----]. Lets fucking Go Absolute best case here"  
[X Link](https://x.com/Lord_of_Biotech/status/1757378022645047543)  2024-02-13T12:15Z [---] followers, [---] engagements


"$OCUL Ocular Therapeutix Inc. Announces $325.0 Million Private Placement In the private placement the Company is selling [--------] shares of its common stock at a price of $7.52 per share"  
[X Link](https://x.com/Lord_of_Biotech/status/1760644272603254839)  2024-02-22T12:34Z [----] followers, [---] engagements


"The private placement includes participation by new and existing investors including Venrock Healthcare Capital Partners TCGX Deep Track Capital Perceptive Advisors Great Point Partners LLC Logos Capital Surveyor Capital (a Citadel company) Acuta Capital Partners"  
[X Link](https://x.com/Lord_of_Biotech/status/1760644316869865717)  2024-02-22T12:34Z [----] followers, [---] engagements


"$AVIR - Nice breakout today"  
[X Link](https://x.com/Lord_of_Biotech/status/1762552175425700100)  2024-02-27T18:55Z [---] followers, [---] engagements


"Next 13D from Echo Lake $NURO demanding immediate liquidation of the company. $NURO New 14% owner who wants to influence the strategic review - https://t.co/cZWFGxPIFp low float stock $NURO New 14% owner who wants to influence the strategic review - https://t.co/cZWFGxPIFp low float stock"  
[X Link](https://x.com/Lord_of_Biotech/status/1762584927005036546)  2024-02-27T21:06Z [---] followers, [----] engagements


"$NURO with two 13D in last two days both demanding liquidation of the comapny citing cash amount of more than 10$ per share and not satisfying growth ambitions Next 13D from Echo Lake $NURO demanding immediate liquidation of the company. https://t.co/2QN4K07H4N Next 13D from Echo Lake $NURO demanding immediate liquidation of the company. https://t.co/2QN4K07H4N"  
[X Link](https://x.com/Lord_of_Biotech/status/1762586100260855881)  2024-02-27T21:10Z [---] followers, [----] engagements


"$VKTX Viking Therapeutics Announces Proposed Public Offering of Common Stock [---] million offering"  
[X Link](https://x.com/Lord_of_Biotech/status/1762588995974815892)  2024-02-27T21:22Z [---] followers, [---] engagements


"@monaco_biotech @pharmacreep Man. nice one"  
[X Link](https://x.com/Lord_of_Biotech/status/1763279397539180593)  2024-02-29T19:05Z [---] followers, [---] engagements


"@LTbioinvestor $BOLT at least with some phase [--] data this year. Should give some move for run up into data this summer"  
[X Link](https://x.com/Lord_of_Biotech/status/1764744213940277266)  2024-03-04T20:06Z [----] followers, [---] engagements


"$BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share SMID #biotech #ADC basket have performed incredibly well since 4Q2023 low: average gain a whopping 450% $ADCT $AMAM $BCAB $BCYC $BOLT $CRBP $CTMX $ELEV $MGNX $MRSN $PYXS $STRO $VINC $ZYME https://t.co/7vUOQKVUsI SMID #biotech #ADC basket have performed incredibly well since 4Q2023 low: average gain a whopping 450% $ADCT $AMAM $BCAB $BCYC $BOLT $CRBP $CTMX $ELEV $MGNX $MRSN $PYXS $STRO $VINC $ZYME https://t.co/7vUOQKVUsI"  
[X Link](https://x.com/Lord_of_Biotech/status/1764750149220180166)  2024-03-04T20:29Z [----] followers, [----] engagements


"@Biohazard3737 Thats out of October from Stifel. Some are already gone others are newer than this report. I think $RPHM is missing as well as $SYBX and $PULM"  
[X Link](https://x.com/Lord_of_Biotech/status/1765815637723562450)  2024-03-07T19:03Z [---] followers, [---] engagements


"$BOLT nice performance today. Finally gets interest Nice one in this tape $BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share https://t.co/KPznTkp7Bv $BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share https://t.co/KPznTkp7Bv"  
[X Link](https://x.com/Lord_of_Biotech/status/1766143486561046768)  2024-03-08T16:46Z [----] followers, [----] engagements


"$ACRS complicated situation. Institutional investors bought a lot of shares and company announced Business Review but I am wondering about insider buy from director last week. Seems not that there is an immediate conclusion to this process (1/2)"  
[X Link](https://x.com/Lord_of_Biotech/status/1766768879873749073)  2024-03-10T10:11Z [---] followers, [----] engagements


"as insiders are normally prohibited to buy in front of news. Sold my stake here last week from low 1s and will take a new look as stock is developing. (2/2)"  
[X Link](https://x.com/Lord_of_Biotech/status/1766769095477715223)  2024-03-10T10:12Z [---] followers, [---] engagements


"$CLRO ClearOne Announces a Special One-time Cash Dividend of [----] US$ per share. Company has a negative operating cash flow but I appreciate the dividends from their legal win last year. I don't think that their business has any future so any dolar out of the company is good ;)"  
[X Link](https://x.com/Lord_of_Biotech/status/1767295524108120075)  2024-03-11T21:04Z [---] followers, [---] engagements


"@cdoebwnd - Investors involved - Strategic Review announced - massively below net cash or better below liquidation value especially for the next 6-12 months. - already financial advisor announced - no pipeline assets left"  
[X Link](https://x.com/Lord_of_Biotech/status/1767598182979018770)  2024-03-12T17:07Z [---] followers, [---] engagements


"$GHSI announced last month the sale of their main asset the nutrition brand "Viactiv". Company announced a plan of dissolution on friday after the company receives their final payments. No detailled liquidation price was announced yet"  
[X Link](https://x.com/Lord_of_Biotech/status/1769726266117099892)  2024-03-18T14:03Z [---] followers, [---] engagements


"$UTHR with a new [--] billion accelerated share repurchase. Good news as the company has a lot of cash out of operations"  
[X Link](https://x.com/Lord_of_Biotech/status/1772226067517800555)  2024-03-25T11:36Z [----] followers, [---] engagements


"$XLO interesting deal with PIPE and $GILD licensing. Due to the r&d costs staying at $XLO for next quarters and the relatively small upfront under consideration of $XLOs burn of roughly 15-17 mio. per quarter and the option for $GILD to back out this seems expensive here (np)"  
[X Link](https://x.com/Lord_of_Biotech/status/1773319404731654466)  2024-03-28T12:01Z [----] followers, [----] engagements


"$BOLT with nice performance the last days. $BOLT and $NXTC both are undervalued ADC Plays. $NXTC nearly doubled the last weeks. $BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share https://t.co/KPznTkp7Bv $BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share https://t.co/KPznTkp7Bv"  
[X Link](https://x.com/Lord_of_Biotech/status/1773425100152307913)  2024-03-28T19:01Z [----] followers, [----] engagements


"$BOLT that went faster than anticipated. Took out small portion rest is running. $BOLT with nice performance the last days. $BOLT and $NXTC both are undervalued ADC Plays. $NXTC nearly doubled the last weeks. $BOLT with nice performance the last days. $BOLT and $NXTC both are undervalued ADC Plays. $NXTC nearly doubled the last weeks"  
[X Link](https://x.com/Lord_of_Biotech/status/1774873764636815580)  2024-04-01T18:57Z [----] followers, [---] engagements


"$SPRB with nice reversal in the low 0.7s. $NVO finally sold their common shares stake last week and with small cap investor Bradley Radoff (Activist @ $GHSI) a new 7% owner on board. Big overhang removed"  
[X Link](https://x.com/Lord_of_Biotech/status/1774889751792726473)  2024-04-01T20:01Z [----] followers, [----] engagements


"So $GRTS publishes "positive" interim data for MSS-CRC but has to price their offering 50% below the stock price of two days ago (including one warrant per share with same exercise price) . Thats biotech. https://www.globenewswire.com/news-release/2024/04/02/2855616/0/en/Gritstone-bio-Announces-Pricing-of-32-5-Million-Underwritten-Public-Offering.html#::text=(Nasdaq%3A%20GRTS)%2C%20aand%20accompanying%20common%20warrants%20to"  
[X Link](https://x.com/Lord_of_Biotech/status/1775038169269879152)  2024-04-02T05:50Z [----] followers, [---] engagements


"$EIGR and $ACOR with Chapter [--] and distressed sale of their assets. Interesting development for small/micro cap stocks with already commercialised products and no big pharma partners"  
[X Link](https://x.com/Lord_of_Biotech/status/1775043136105914662)  2024-04-02T06:10Z [----] followers, [---] engagements


"Situation is quite interesting as yields are continuing to increase instead of falling as no sign of risk off. In contrast risk assets like bios or small caps getting crushed probably as a mix of risk off and increasing bond yields. Interesting setup right now as yields moved far"  
[X Link](https://x.com/Lord_of_Biotech/status/1780124096279248937)  2024-04-16T06:40Z [----] followers, [---] engagements


"$VNDA Nice creation of shareholder value from management and board of directors. Just not reacting on buyout offers. Lol. https://www.businesswire.com/news/home/20240417171574/en/ https://www.businesswire.com/news/home/20240417171574/en/"  
[X Link](https://x.com/Lord_of_Biotech/status/1780546656569524515)  2024-04-17T10:39Z [----] followers, [----] engagements


"$VNDA I think that could be an interesting case here for some activists to push the company for a sale. Prices around 5$ with upside [----] US$ and downside 4.00$ is juicy for activists. $VNDA thats just so stupid and ridicolous. I mean okay if you think that undervalues your company but if someone proposes to buy your company with roughly 90% premium as initial offer you need to go into negotiations. $VNDA thats just so stupid and ridicolous. I mean okay if you think that undervalues your company but if someone proposes to buy your company with roughly 90% premium as initial offer you need to"  
[X Link](https://x.com/Lord_of_Biotech/status/1780553124400255340)  2024-04-17T11:05Z [----] followers, [----] engagements


"@Badonde_ @LTbioinvestor @richtrades100 @hannesdemske @absreturnchaser @monaco_biotech Just wondering why they pay that much above net cash. Warrant structure looks deadly as well. Lets see what that will bring"  
[X Link](https://x.com/Lord_of_Biotech/status/1781282166040678478)  2024-04-19T11:22Z [----] followers, [---] engagements


"@absreturnchaser @Badonde_ @LTbioinvestor @richtrades100 @hannesdemske @monaco_biotech no above. Think Net Cash end Q2 or Q3 ist something around 1.30$ or less Nobody cares about their ent cash today as its always important what their net cash will be at deal closing"  
[X Link](https://x.com/Lord_of_Biotech/status/1781286919617335389)  2024-04-19T11:41Z [----] followers, [---] engagements


"@absreturnchaser @Badonde_ @LTbioinvestor @richtrades100 @hannesdemske @monaco_biotech Yeah because they did a financing ;)"  
[X Link](https://x.com/Lord_of_Biotech/status/1781299596783698366)  2024-04-19T12:31Z [----] followers, [---] engagements


"$LYRA has some pretty shitty leases. Seems like these are not in any case cheap to cancel. I think some people should recalculate their cash per share @ $LYRA instead of talking about [----] US$ per share"  
[X Link](https://x.com/Lord_of_Biotech/status/1787502782636765632)  2024-05-06T15:20Z [----] followers, [----] engagements


"@StephenGustin Yeah thats due to discounting of their longer duration leases. You can see the full maturity in my screenshot above"  
[X Link](https://x.com/Lord_of_Biotech/status/1787506358780117264)  2024-05-06T15:35Z [----] followers, [---] engagements


"This whole topic is completely ridicolous and its hard for outsiders to understand the logic of the $VNDA board of directors here. $VNDA Future Pak Increases Bid for Vanda Pharmaceuticals to Include CVRs in Addition to $7.25 to $7.75 Per Share in Cash Offer represents $11.62 to $12.12 per share for a 187% to 199% unaffected premium combining the proposed cash consideration and potential value of the CVRs $VNDA Future Pak Increases Bid for Vanda Pharmaceuticals to Include CVRs in Addition to $7.25 to $7.75 Per Share in Cash Offer represents $11.62 to $12.12 per share for a 187% to 199%"  
[X Link](https://x.com/Lord_of_Biotech/status/1787831988625326083)  2024-05-07T13:08Z [----] followers, [----] engagements


"$MGRX with the $HIMS [---] news: MangoRx to introduce oral Semaglutide and Tirzepatide in response to increasing patient demand for GLP-1 medications"  
[X Link](https://x.com/Lord_of_Biotech/status/1792899734274719755)  2024-05-21T12:46Z [----] followers, [----] engagements


"$VNDS Of course they rejected the new offer again and on top nasty in a Friday evening pr Vanda Pharmaceuticals Board of Directors Determines that Revised Unsolicited Takeover Proposal is Not in the Best Interests of the Company and its Shareholders https://www.prnewswire.com/news-releases/vanda-pharmaceuticals-board-of-directors-determines-that-revised-unsolicited-takeover-proposal-is-not-in-the-best-interests-of-the-company-and-its-shareholders-302155506.html $VNDA Vanda Pharmaceuticals Confirms Receipt of Revised Unsolicited Takeover Proposal from Future Pak. Will probably be the same"  
[X Link](https://x.com/Lord_of_Biotech/status/1794108468099449114)  2024-05-24T20:49Z [----] followers, [----] engagements


"Biotech Market is consolidating and more and more companies are announcing strategic alternatives. Getting rid of their NPV negative assets and profiting from their strong cash balances. I like this development as this is some of my favourtie plays. $AKLI $IKNA $ABIO $RPHM $AVRO"  
[X Link](https://x.com/Lord_of_Biotech/status/1795862251657650613)  2024-05-29T16:58Z [----] followers, [----] engagements


"$BBIO with nice results. Growth ahead of expectations and no adverse events. Better result than $BMRN especially without these severe adverse events of $BMRN"  
[X Link](https://x.com/Lord_of_Biotech/status/1797956400607600935)  2024-06-04T11:39Z [----] followers, [----] engagements


"Feels like time to get more aggressive. A lot of cheap stocks out there. Especially from a balance sheet point of view. I am wondering a little bit about the low activity from activist side. Everybody already in summer holidays"  
[X Link](https://x.com/Lord_of_Biotech/status/1798029895391748339)  2024-06-04T16:31Z [----] followers, [----] engagements


"$SBFM with delisting notice of Nasdaq due to the alternative cashless exercise of the Series A warrants the Company issued which raises investor protection concerns because the issuance of the warrants resulted in substantial dilution for stockholders and may cause future one"  
[X Link](https://x.com/Lord_of_Biotech/status/1799194298010792442)  2024-06-07T21:38Z [----] followers, [----] engagements


"$LSTA Getting some volume and action last weeks. Strong in this bloody market for bio small caps 2nd half [----] will be interesting. $LSTA with 10-K yesterday confirm cash runway in [----] with 55$ cash per share end of Q1 [--] LSTA1 data in H2 [----]. Cooperations with SoC active in multiple countries. Qilu cooperation data in 1st line mPDAC anticipated end of Q2 [--]. H.C. Wainwright maintains buy - 15$ PT $LSTA with 10-K yesterday confirm cash runway in [----] with 55$ cash per share end of Q1 [--] LSTA1 data in H2 [----]. Cooperations with SoC active in multiple countries. Qilu cooperation data in 1st"  
[X Link](https://x.com/Lord_of_Biotech/status/1800197305783767448)  2024-06-10T16:04Z [----] followers, [----] engagements


"So which cash rich Bio Stock is the next one $BOLT $SEER $SPRB $ACHL Traded over [----] US$. [--] to 50% win for buys after ASCO drop. Nice I am pulling out here Traded over [----] US$. [--] to 50% win for buys after ASCO drop. Nice I am pulling out here"  
[X Link](https://x.com/Lord_of_Biotech/status/1800570974758408647)  2024-06-11T16:49Z [----] followers, [----] engagements


"$BOLT is one of the cheapest stocks out there with an expected net cash of 2$ as of 30th June. Many known funds are also involved. I am wondering why nobody is interested in taking this company private and selling the plattform by them self. Could be an interesting activist case"  
[X Link](https://x.com/Lord_of_Biotech/status/1802751175504093489)  2024-06-17T17:12Z [----] followers, [----] engagements


"$AKLI now 2nd after hours push on non sense news after company accepted buyout offer for 0.434$. I was in this stock now three times: First after their strategic alternative announcement Second and third as arbitrage play and got out in each squeeze near 0.50$ I like :)"  
[X Link](https://x.com/Lord_of_Biotech/status/1803169546473246738)  2024-06-18T20:54Z [----] followers, [---] engagements


"So the big binary event $ALNY vs. $BBIO is over. Data is good but not best case for $ALNY. On the other hand the overhang for $BBIO is maybe removed Will shorts cover or do they see more pain for $BBIO's stock price"  
[X Link](https://x.com/Lord_of_Biotech/status/1805222978394652738)  2024-06-24T12:54Z [----] followers, [----] engagements


"$TSVT 2seventy bio Announces Sale of Hemophilia A Candidate and MegaTAL In Vivo Gene Editing Technology to Novo Nordisk for up to $40 million"  
[X Link](https://x.com/Lord_of_Biotech/status/1806058196722708528)  2024-06-26T20:13Z [----] followers, [----] engagements


"@monaco_biotech @BioStocks $VNDA Management is pure arrogance. Luckily no position for me. Was most of the time just a viewer"  
[X Link](https://x.com/Lord_of_Biotech/status/1806206182844965204)  2024-06-27T06:01Z [----] followers, [---] engagements


"$BOLT Good summary from Dalius here Quite an interesting setup over at $BOLT. Biopharma trading at a 50% discount to liquidation value. The company recently stopped the development of its key asset with the remaining assets only in Phase [--] and the pre-clinical stages. Multiple signs point to a potential Quite an interesting setup over at $BOLT. Biopharma trading at a 50% discount to liquidation value. The company recently stopped the development of its key asset with the remaining assets only in Phase [--] and the pre-clinical stages. Multiple signs point to a potential"  
[X Link](https://x.com/Lord_of_Biotech/status/1806282442807939207)  2024-06-27T11:04Z [----] followers, [----] engagements


"Worst management ever (No Position) $CHRS Announces Divestiture of YUSIMRY in a $40M Upfront All Cash Transaction. https://t.co/5Tvzbu7Egh $CHRS Announces Divestiture of YUSIMRY in a $40M Upfront All Cash Transaction. https://t.co/5Tvzbu7Egh"  
[X Link](https://x.com/Lord_of_Biotech/status/1806308469164687579)  2024-06-27T12:47Z [----] followers, [---] engagements


"@BioWino Now you can buy another guru stock at [--] :D"  
[X Link](https://x.com/Lord_of_Biotech/status/1806310328533225505)  2024-06-27T12:55Z [----] followers, [--] engagements


"@ToffCap On top big insider ownership as well as insitutional special sit investors. $BOLT super cheap (fundamentally) good investors and hopefully some pressure to go private or make a reverse merger. Some weeks ago I would have said $EIGR but already went parabolic"  
[X Link](https://x.com/Lord_of_Biotech/status/1806314812093215167)  2024-06-27T13:13Z [----] followers, [---] engagements


"Interesting for $TECX (GPCR) also interesting that $LLY is building a whole radiotherapeutica business. Also the next deal in radiotherapeutica. This sector is damn hot: $CATX $CLRB $LNTH another BP private deal sad $LLY to buy GPCR targeting small molecule radiopharmaceuticals 140m u/f and option to buy [--] billion https://t.co/3xrzKTpfjF another BP private deal sad $LLY to buy GPCR targeting small molecule radiopharmaceuticals 140m u/f and option to buy [--] billion https://t.co/3xrzKTpfjF"  
[X Link](https://x.com/Lord_of_Biotech/status/1807787566680195181)  2024-07-01T14:45Z [----] followers, [----] engagements


"@dhovekamp42 @GermanBiotech @PDRennert Nice read and explains why Serviers attempt probably failed. Also interesting that $PFE already had an own shot on goal some years ago but is now pushing the $PFE/$SGEN collab with $PRS further Their attempt seems to be different from this research"  
[X Link](https://x.com/Lord_of_Biotech/status/1808790321221837274)  2024-07-04T09:09Z [----] followers, [---] engagements


"$HLVX with big participation from Frazier in board of directors as well as CEO and COO. Frazier already did going private transactions in Ex-$PRDS and Ex-$THRX. $HLVX with big upside to cash level. Could be an interesting play here"  
[X Link](https://x.com/Lord_of_Biotech/status/1810298201179566527)  2024-07-08T13:01Z [----] followers, [----] engagements


"@adar170 I do not have a position but am looking on $INMD sometimes and its crazy that they have [---] mio in cash like half of their valuation is covered by cash Do not know why they do not buy back shares with their money and cash flow. Seems weird"  
[X Link](https://x.com/Lord_of_Biotech/status/1811399194218778676)  2024-07-11T13:56Z [----] followers, [---] engagements


"$TIL not directly sold the asset but new Tenant in pharma giant $AZN for [--] years. Paying [---] mio. US$ a year plus opex as well. Facility now with a well known tenant probably an easy buy for some REITs as future income can be easily calculated. @ToffCap $TIL (Instil Bio): Huge Gene Therapy Manufacturing compund for sale in California. Sale price of [---] Mio. US$ as of prospect. On top a lot of cash on ahnd and some debt related to the building of the compund. Left for dead since 1-2 years. But huge upside if the facility is sold. @ToffCap $TIL (Instil Bio): Huge Gene Therapy Manufacturing"  
[X Link](https://x.com/Lord_of_Biotech/status/1811718522717770024)  2024-07-12T11:05Z [----] followers, [----] engagements


"$TIL Putting all the numbers together Cash Liabilities Debt and facility value as well as cash burn from last CC that would imply a value of roughly [---] to [---] mio. US$ as of end of september or [--] - [--] US$ per share"  
[X Link](https://x.com/Lord_of_Biotech/status/1811720284577169504)  2024-07-12T11:12Z [----] followers, [----] engagements


"@trustfundgen For example here Cap rate was 5.3% https://www.commercialsearch.com/news/breakthrough-buys-majority-stake-in-236m-life-science-campus/ https://www.commercialsearch.com/news/breakthrough-buys-majority-stake-in-236m-life-science-campus/"  
[X Link](https://x.com/Lord_of_Biotech/status/1811725178432307482)  2024-07-12T11:31Z [----] followers, [---] engagements


"@trustfundgen That was also beginning of the year but not a REIT https://www.businesswire.com/news/home/20231112506083/en/Ajinomoto-Co.-Inc.-to-Acquire-Forge-Biologics-for-620-Million1 https://www.businesswire.com/news/home/20231112506083/en/Ajinomoto-Co.-Inc.-to-Acquire-Forge-Biologics-for-620-Million1"  
[X Link](https://x.com/Lord_of_Biotech/status/1811725647535874543)  2024-07-12T11:33Z [----] followers, [---] engagements


"$TSVT quick 30% performance here $TSVT 2seventy bio Announces Sale of Hemophilia A Candidate and MegaTAL In Vivo Gene Editing Technology to Novo Nordisk for up to $40 million $TSVT 2seventy bio Announces Sale of Hemophilia A Candidate and MegaTAL In Vivo Gene Editing Technology to Novo Nordisk for up to $40 million"  
[X Link](https://x.com/Lord_of_Biotech/status/1813223632920813732)  2024-07-16T14:46Z [----] followers, [----] engagements


"@monaco_biotech @LTbioinvestor So PIPE investors get nearly 50% of the company for [----] million dollar and HEPA shareholders will have roughly 8% of the total company. Seems easy calculation what $HEPA is worth in this merger Nearly nothing"  
[X Link](https://x.com/Lord_of_Biotech/status/1815360526328746000)  2024-07-22T12:17Z [----] followers, [---] engagements


"@monaco_biotech @LTbioinvestor That were really easy short gains lol"  
[X Link](https://x.com/Lord_of_Biotech/status/1815379343687692580)  2024-07-22T13:32Z [----] followers, [---] engagements


"$BMY I have no position but I always find it interesting how companies whose downfall is being talked about can suddenly become everyone's favourite again with a single good earnings report. $PFE also with extreme negativism. It also works the other way around ($EW $DXCM). Bristol Myers Squibb $BMY Reports Second Quarter Financial Results for [----] dual beat non-GAAP guidance raised +5%PM https://t.co/PNK1W2nQr5 https://t.co/7CbTh922rl Bristol Myers Squibb $BMY Reports Second Quarter Financial Results for [----] dual beat non-GAAP guidance raised +5%PM https://t.co/PNK1W2nQr5"  
[X Link](https://x.com/Lord_of_Biotech/status/1816851762822963697)  2024-07-26T15:03Z [----] followers, [----] engagements


"@Dogtor01416800 I think $GLYC is to expensive here with their guidance and restructuring costs"  
[X Link](https://x.com/Lord_of_Biotech/status/1817582217759240247)  2024-07-28T15:25Z [----] followers, [---] engagements


"@richtrades100 Its from April news "In addition Rallybio received an equity investment of $6.6 million from Johnson & Johnson Innovation JJDC Inc." https://www.businesswire.com/news/home/20240408380440/en https://www.businesswire.com/news/home/20240408380440/en"  
[X Link](https://x.com/Lord_of_Biotech/status/1818599941423415540)  2024-07-31T10:49Z [----] followers, [---] engagements


"$ABIO I am already out of this stock but never saw so many buys between merger announcement and merger closing. Huge vote of confidence here from Janus Henderson"  
[X Link](https://x.com/Lord_of_Biotech/status/1818641130302365883)  2024-07-31T13:33Z [----] followers, [---] engagements


"$PIRS News 10% Owner with ADAR1.Come into the club buddy I know they are hunting the CVR :) https://www.sec.gov/Archives/edgar/data/1583648/000110465924084642/tm2420593d1_sc13g.htm $PIRS what a monster Was able to lower my entry to mid 8s after license termiantion of Servier Will be interesting what investors will price the cvr finally in addition to reverse merger. Getting the cvr minus operating risk of $PIRS as public company is absolutely best case https://t.co/2REXD1SUDf https://www.sec.gov/Archives/edgar/data/1583648/000110465924084642/tm2420593d1_sc13g.htm $PIRS what a monster Was able"  
[X Link](https://x.com/Lord_of_Biotech/status/1819004183497810036)  2024-08-01T13:36Z [----] followers, [----] engagements


"$VIX again +100% in pre market. Wild shift and highest Niveau since Covid crisis. Stocks get hammered in line with an increasing $VIX. Will be important to track $VIX development the coming days. $VIX right now +58% intraday. Thats a huge risk-off setup today. You can see it all over the board. With this $VIX people just dumping their stocks. We need to see a calm down of $VIX to see some reversal or bigger dip buying $VIX right now +58% intraday. Thats a huge risk-off setup today. You can see it all over the board. With this $VIX people just dumping their stocks. We need to see a calm down"  
[X Link](https://x.com/Lord_of_Biotech/status/1820402323408986310)  2024-08-05T10:11Z [----] followers, [----] engagements


"$BOLT with [---] mio. transaction in pre hours but since regualr trading start no volume at all. Lets see who bought these shares"  
[X Link](https://x.com/Lord_of_Biotech/status/1820817496078774669)  2024-08-06T13:41Z [----] followers, [---] engagements


"@Joshzkq @JanuaryFly Yes. Baker Bros owns roughly 50% of the company in pre-funded Warrants but they are self sued in this case as they are also directors of the company and part of the IPO process"  
[X Link](https://x.com/Lord_of_Biotech/status/1821100808261292109)  2024-08-07T08:27Z [----] followers, [--] engagements


"@Michaelrose102 @ErikOtto2 I have a decent position. Could be a $PIRS like merger with a good CVR for old assets. Always a little gamble in these stocks"  
[X Link](https://x.com/Lord_of_Biotech/status/1823114553577689138)  2024-08-12T21:49Z [----] followers, [---] engagements


"Further buys today from ADAR1 at $PIRS. Institutionals are coming in for the CVR. $PIRS new ownership filings helping us grinding higher. +6% in this market. Wow what a year :) $PIRS new ownership filings helping us grinding higher. +6% in this market. Wow what a year :)"  
[X Link](https://x.com/Lord_of_Biotech/status/1823130399691730970)  2024-08-12T22:52Z [----] followers, [----] engagements


"Volume the last days was huge for $PIRS float. I am sure there will be other filings the next days from other investors. I think the stock could be woth [--] [---] US$ at the merger closing based on $PIRS price pre announcement + merger financing. Further buys today from ADAR1 at $PIRS. Institutionals are coming in for the CVR. https://t.co/DQTaQUx8AC Further buys today from ADAR1 at $PIRS. Institutionals are coming in for the CVR. https://t.co/DQTaQUx8AC"  
[X Link](https://x.com/Lord_of_Biotech/status/1823351820946723310)  2024-08-13T13:32Z [----] followers, [----] engagements


"People telling me its important what Blackrock State Street or Vanguard is doing in my stocks. Please guys these are ETF provider. They only buy shares based on their respective index membership and vice versa. In opposite these providers give you a lot entry/exit liquidity"  
[X Link](https://x.com/Lord_of_Biotech/status/1824052345149313067)  2024-08-15T11:55Z [----] followers, [---] engagements


"Swiped through the PIRS merger docs and holy there were some good bids in the process. Some parties were willing to pay some price for this legacy assets from $PIRS"  
[X Link](https://x.com/Lord_of_Biotech/status/1824508626586730715)  2024-08-16T18:08Z [----] followers, [----] engagements


"On the other hand there probably would have been some decent financiers in their back if they were ready to pay like [--] mio. US$ for Avexitide with their recent balance sheet. So probably strategic alternatives are a good shot here"  
[X Link](https://x.com/Lord_of_Biotech/status/1824509161650221541)  2024-08-16T18:10Z [----] followers, [---] engagements


"$ABIO right now: Declares Special dividend estimated to be $1.59 per share"  
[X Link](https://x.com/Lord_of_Biotech/status/1824540883556917503)  2024-08-16T20:16Z [----] followers, [---] engagements


"$PIRS stock is going and going. Obviously some people start reading the deal details. Swiped through the PIRS merger docs and holy there were some good bids in the process. Some parties were willing to pay some price for this legacy assets from $PIRS https://t.co/SbetO1qce7 Swiped through the PIRS merger docs and holy there were some good bids in the process. Some parties were willing to pay some price for this legacy assets from $PIRS https://t.co/SbetO1qce7"  
[X Link](https://x.com/Lord_of_Biotech/status/1826617794278162484)  2024-08-22T13:49Z [----] followers, [----] engagements


"No matter what $NDX or $SPX are doing in short term - I still think that an environement with falling rates and a big LOE situation at big pharma is a best case scenario for $XBI"  
[X Link](https://x.com/Lord_of_Biotech/status/1827018399903285396)  2024-08-23T16:21Z [----] followers, [----] engagements


"I am not the only one bullish for Bios. Janus Henderson is sharing my vision for the next [--] months after the first rate cuts. H/t @BioStocks https://fundselectorasia.com/janus-henderson-only-a-matter-of-time-before-biotech-outperforms/ No matter what $NDX or $SPX are doing in short term - I still think that an environement with falling rates and a big LOE situation at big pharma is a best case scenario for $XBI. https://fundselectorasia.com/janus-henderson-only-a-matter-of-time-before-biotech-outperforms/ No matter what $NDX or $SPX are doing in short term - I still think that an"  
[X Link](https://x.com/Lord_of_Biotech/status/1827803571544350820)  2024-08-25T20:21Z [----] followers, [----] engagements


"$GLTO with interesting pipeline assets and some cash in an clean shell looking for strategic alternatives. Could be an interesting reverse merger + CVR for clinical asset at [--] mio. mcap right now. Announced today 1:25 RS as of Friday. Afterwards [--] mio shares outstanding - lol"  
[X Link](https://x.com/Lord_of_Biotech/status/1828782420419809549)  2024-08-28T13:11Z [----] followers, [----] engagements


"@ErikOtto2 Since when is a CFO leaving negative for an m&a or reverse merger case In nearly all of the last reverse mergers did the CFO leave prior to merger announcement. Sorry to hear you exited but can not quite understand your reasons to be honest"  
[X Link](https://x.com/Lord_of_Biotech/status/1829245630071308377)  2024-08-29T19:51Z [----] followers, [---] engagements


"@zohmbastic "as well as a strategic investment from a large public biotechnology company" Will be interesting to see who that is"  
[X Link](https://x.com/Lord_of_Biotech/status/1831065679442981083)  2024-09-03T20:24Z [----] followers, [---] engagements


"$SMMT [--] billion market cap - $TIL negative EV with early stage bispecific"  
[X Link](https://x.com/Lord_of_Biotech/status/1833149206422290736)  2024-09-09T14:23Z [----] followers, [----] engagements


"@Alphainvestoor @AaronRosenblum5 @ArbStocktipster Yes I would understand it that way. It will be interesting what $ANIP is answering here. Maybe there is a chance that this will close faster than we think"  
[X Link](https://x.com/Lord_of_Biotech/status/1833536900424208883)  2024-09-10T16:03Z [----] followers, [----] engagements


"Wild $ALIM case resolved in [--] minutes LOL @Alphainvestoor @AaronRosenblum5 @ArbStocktipster Yes I would understand it that way. It will be interesting what $ANIP is answering here. Maybe there is a chance that this will close faster than we think @Alphainvestoor @AaronRosenblum5 @ArbStocktipster Yes I would understand it that way. It will be interesting what $ANIP is answering here. Maybe there is a chance that this will close faster than we think"  
[X Link](https://x.com/Lord_of_Biotech/status/1833575337566847154)  2024-09-10T18:36Z [----] followers, [----] engagements


"$ANIP and $ALIM today jointly announced that they have scheduled the closing of their transaction pursuant to the companies' previously announced Merger Agreement for before the market opens on Monday September [--] [----]. You heard it here first ;) @Avaritia2011 @Alphainvestoor @AaronRosenblum5 @ArbStocktipster What a wild one Should move back up. Probably some uncertainty in it but I think that will be resolved. Itdoes not sound like someone want to step back from the deal. @Avaritia2011 @Alphainvestoor @AaronRosenblum5 @ArbStocktipster What a wild one Should move back up. Probably some"  
[X Link](https://x.com/Lord_of_Biotech/status/1833824797395968330)  2024-09-11T11:07Z [----] followers, [----] engagements


"I don't know what to say here. They have a mee too from an asset $SMMT is going parabolic on and $TIL goes with them. @Lord_of_Biotech I bought some after your tweet back when it was at $10 other than the AstraZeneca lease was there any other news @Lord_of_Biotech I bought some after your tweet back when it was at $10 other than the AstraZeneca lease was there any other news"  
[X Link](https://x.com/Lord_of_Biotech/status/1834626548931895429)  2024-09-13T16:13Z [----] followers, [----] engagements


"@LTbioinvestor @GTradeNYC The fun thing is that roughly 1/3 of their market cap is still covered by their balance sheet surreal"  
[X Link](https://x.com/Lord_of_Biotech/status/1835263576640041301)  2024-09-15T10:25Z [----] followers, [---] engagements


"@somecuriousgirl Sanofi invests in non-voting preferred stocks from $VTYX which are not saleable. They need to convert these shares into common shares to sell their shares. That is "as converted""  
[X Link](https://x.com/Lord_of_Biotech/status/1838244660520558902)  2024-09-23T15:50Z [----] followers, [---] engagements


"So with $ELYM $AMGN CD-19 hype in autoimmune disease is there some hype coming to $ATRA for their CD-19 research as well Yes its an different approach but some validation from institutional investors in the last months as well"  
[X Link](https://x.com/Lord_of_Biotech/status/1838927961577111622)  2024-09-25T13:06Z [----] followers, [----] engagements


"$TECX +50% in the last days gaining traction on phase 1a data for their RXFP1-Agonist. Next clinical data summer [----] Beautiful chart here. Reminder: Thats Ex-$AVRO. Was a good deal for getting the CVR for free in the merger deal and now the $TECX gains as well Interesting for $TECX (GPCR) also interesting that $LLY is building a whole radiotherapeutica business. Also the next deal in radiotherapeutica. This sector is damn hot: $CATX $CLRB $LNTH Interesting for $TECX (GPCR) also interesting that $LLY is building a whole radiotherapeutica business. Also the next deal in radiotherapeutica. This"  
[X Link](https://x.com/Lord_of_Biotech/status/1838961774369951811)  2024-09-25T15:20Z [----] followers, [----] engagements


"@LTbioinvestor I think you can not complain about your year to date performance as far as I know your investments ;)"  
[X Link](https://x.com/Lord_of_Biotech/status/1838974590107738424)  2024-09-25T16:11Z [----] followers, [---] engagements


"@BiotechSacred Do you have some more inside into their patent situation I find it difficult to assume when their patent expiration is reached. Is it enough if their first patent in [----] will expire Other sources claim [----] as they have multiple composition patents for Fyarro"  
[X Link](https://x.com/Lord_of_Biotech/status/1843946127407915130)  2024-10-09T09:26Z [----] followers, [---] engagements


"$IMVT $ROIV Oppenheimer reiterated coverage of Immunovant Sciences with a rating of Outperform and set a new price target of $53.00 from $47.00 previously"  
[X Link](https://x.com/Lord_of_Biotech/status/1843995583197204850)  2024-10-09T12:43Z [----] followers, [----] engagements


"@BPharmCatalyst Youre aware that Tang submitted a buyout proposal for $KZR in this 13D arent you"  
[X Link](https://x.com/Lord_of_Biotech/status/1843995928912662905)  2024-10-09T12:44Z [----] followers, [---] engagements


"@LTbioinvestor What about $HLVX or $SEER"  
[X Link](https://x.com/Lord_of_Biotech/status/1844034794482810949)  2024-10-09T15:18Z [----] followers, [---] engagements


"@LTbioinvestor Stifel said that before the new president is known no big pharma will make a buyout as the FTC right now is unreliable and the thinking is that they can wait some months longer if this reduces their risk at the end"  
[X Link](https://x.com/Lord_of_Biotech/status/1844348384200753480)  2024-10-10T12:04Z [----] followers, [---] engagements


"How big is the chance that todays CPI data was a clearing event after yields pushed much higher last days"  
[X Link](https://x.com/Lord_of_Biotech/status/1844380172772049036)  2024-10-10T14:11Z [----] followers, [---] engagements


"@ideahive @AndrewRangeley @ragingbullcap @InvestSpecial @joinyellowbrick Thanks @ideahive Very kind of you"  
[X Link](https://x.com/Lord_of_Biotech/status/1846476352418926616)  2024-10-16T09:00Z [----] followers, [---] engagements


"$CYTK Was that already known I thought beginning of Q4"  
[X Link](https://x.com/Lord_of_Biotech/status/1846514212069097884)  2024-10-16T11:31Z [----] followers, [----] engagements


"$BBIO - Scotiabank initiates Coverage on $BBIO with Sector Outperform Rating and 44$ Price target"  
[X Link](https://x.com/Lord_of_Biotech/status/1846572902818197531)  2024-10-16T15:24Z [----] followers, [----] engagements


"@TheATGCSeeker $ACHL officially announced SA $SPRB maybe after data in Q4. $KRON will not look for SA right now"  
[X Link](https://x.com/Lord_of_Biotech/status/1848731935331221858)  2024-10-22T14:23Z [----] followers, [---] engagements


"I can understand the bearish arguments in the recent days for biotechs but how far should yields move up Every federal reserve banker supported further lowering of interest rates in the next quarters. At some point the upside is capped for rates (prob. 4.3/4% for 10Y)"  
[X Link](https://x.com/Lord_of_Biotech/status/1848739148036714588)  2024-10-22T14:52Z [----] followers, [----] engagements


"Next PD-1/VEGF deal - Makes roughly [---] mio. US$ market cap at [----] US$ $GLYC - There are some crazy numbers around for this stuff. What does that say about $TIL $SMMT $BNTX"  
[X Link](https://x.com/Lord_of_Biotech/status/1851220420201947167)  2024-10-29T11:11Z [----] followers, [----] engagements


"$EQ - thats not good for you. Ono Pharma did not exercise their purchase option for itolizumab. Published this morning"  
[X Link](https://x.com/Lord_of_Biotech/status/1851908401770422610)  2024-10-31T08:45Z [----] followers, [----] engagements


"$OMIC Deerfield with a new buyout proposal. [--] US$ wow"  
[X Link](https://x.com/Lord_of_Biotech/status/1852501319438733587)  2024-11-02T00:01Z [----] followers, [----] engagements


"@richtrades100 Thats my investing principle. Specialize on play you understand"  
[X Link](https://x.com/Lord_of_Biotech/status/1853396637223133528)  2024-11-04T11:19Z [----] followers, [---] engagements


"$RPRX - nice growth. Also bought roughly [--] mio. shares back in Q3 2024"  
[X Link](https://x.com/Lord_of_Biotech/status/1854137232195539171)  2024-11-06T12:22Z [----] followers, [----] engagements


"$EPIX - Tang Capital with 9.7% ownership filing as well 13D filing and want to have discussions with management about an acquisition. I love it if a plan works out in some days :) https://www.sec.gov/Archives/edgar/data/1232621/000121465924018630/e117241sc13d.htm $EPIX - BML with 9.4% new ownership. He shares a lot of my stocks. He was also big in $ACRS with me. https://t.co/oinofgoFdd https://www.sec.gov/Archives/edgar/data/1232621/000121465924018630/e117241sc13d.htm $EPIX - BML with 9.4% new ownership. He shares a lot of my stocks. He was also big in $ACRS with me. https://t.co/oinofgoFdd"  
[X Link](https://x.com/Lord_of_Biotech/status/1855007531929944260)  2024-11-08T22:00Z [----] followers, [----] engagements


"@Biohazard3737 So super bullish for $RPRX and $PRTC. Even $PRTCs Seaport entity now more interesting"  
[X Link](https://x.com/Lord_of_Biotech/status/1855978454736384208)  2024-11-11T14:18Z [----] followers, [---] engagements


"$PULM going parabolic today after reverse merger with Cullgen. $PULM paying all money over [---] mio. US$ plus cash from sold assets to $PULM shareholders as of closing. In best case you get the whole reverse merger nearly free. Merger partner already got lots of investors money. $PULM interesting last few weeks especially since $PIRS merger. Got some volume and price increase. Maybe time again for micro cap mergers. $PULM interesting last few weeks especially since $PIRS merger. Got some volume and price increase. Maybe time again for micro cap mergers"  
[X Link](https://x.com/Lord_of_Biotech/status/1856715756110520689)  2024-11-13T15:08Z [----] followers, [----] engagements


"People laughed about me when I said that the PD1/VEGF investment from $TIL could be an absolute gamechanger and said $MRK R&D people laughed about the data from $SMMT. Now $MRK invest in PD1/VEGF as well LOL What better validation do you want to have https://www.businesswire.com/news/home/20241114297701/en/ https://www.businesswire.com/news/home/20241114297701/en/"  
[X Link](https://x.com/Lord_of_Biotech/status/1857029329852444938)  2024-11-14T11:54Z [----] followers, [----] engagements


"And what does this say about a stock like $TIL I only have 10% of my initial position left but $MRK pays [---] mio. US$ upfront plus multi billion in potential milestones. When will they come for $TIL"  
[X Link](https://x.com/Lord_of_Biotech/status/1857029548644205028)  2024-11-14T11:55Z [----] followers, [----] engagements


"@sthode9 @PirateWaffle @TheATGCSeeker They are like one year to late. They could have closed the doors much earlier. Every data release was a mess for them. Now they need to reduce burn super fast to be interesting"  
[X Link](https://x.com/Lord_of_Biotech/status/1857042866226295092)  2024-11-14T12:48Z [----] followers, [---] engagements


"$PULM now +300% since yesterday. $PULM now +150% since yesterday morning $PULM now +150% since yesterday morning"  
[X Link](https://x.com/Lord_of_Biotech/status/1857087750182253036)  2024-11-14T15:46Z [----] followers, [----] engagements


"@lyra_harper_ If the R&D tax credits are hard cash then the company has significantly larger cash reserves than previously assumed which makes $ACHL more attractive as a merger shell for external partners"  
[X Link](https://x.com/Lord_of_Biotech/status/1858438616281751646)  2024-11-18T09:14Z [----] followers, [---] engagements


"$XBI Complete lack of interest in biotechs right now. Empty bids and some discouraged sellers move prives where they want to have them. Especially many small cap stocks get pushed through the air"  
[X Link](https://x.com/Lord_of_Biotech/status/1858582788942815617)  2024-11-18T18:47Z [----] followers, [----] engagements


"$CYTK I really like their royalty range in the $BAYN.GY deal ranging from high teens to low thirty percent of sales plus upfront and milestones. $CYTK & $BAYN.GY $BAYRY Cytokinetics and Bayer Announce Exclusive Licensing Collaboration for Aficamten in Japan 70mm upfront https://t.co/WJtpjLSEuW $CYTK & $BAYN.GY $BAYRY Cytokinetics and Bayer Announce Exclusive Licensing Collaboration for Aficamten in Japan 70mm upfront https://t.co/WJtpjLSEuW"  
[X Link](https://x.com/Lord_of_Biotech/status/1858831705244573920)  2024-11-19T11:16Z [----] followers, [----] engagements


"Is this not the absolute worst case for crypto miner Why should I buy miners with a lot ofATM and operational risk for the strategy to leverage cryptos if I could simply buy BTC options $IBIT $RIOT $MARA #BITCOIN ETF OPTIONS TRADING WILL START TUESDAY Options trading will begin on Tuesday on the $42 billion iShares Bitcoin Trust $IBIT the largest of the Bitcoin exchange-traded funds a Nasdaq spokesperson confirmed to Barrons late Monday. The move offers a new way to trade #BITCOIN ETF OPTIONS TRADING WILL START TUESDAY Options trading will begin on Tuesday on the $42 billion iShares Bitcoin"  
[X Link](https://x.com/Lord_of_Biotech/status/1858883664769163505)  2024-11-19T14:42Z [----] followers, [----] engagements


"So the company $VNDA is undervalued in these offers according to the board of directors. Okay got it But why are you selling shares then massively below the offered prices This BoD and C-level is a joke. No position here but I will follow that till the end Lol $VNDA this saga is never ending. This management and board is so deeply acting against shareholder thats unreal. https://t.co/zRnXwM8H1V $VNDA this saga is never ending. This management and board is so deeply acting against shareholder thats unreal. https://t.co/zRnXwM8H1V"  
[X Link](https://x.com/Lord_of_Biotech/status/1858894844443124218)  2024-11-19T15:27Z [----] followers, [----] engagements


"@Biotech_Passion @lyra_harper_ This will take 6-9 months from announcement"  
[X Link](https://x.com/Lord_of_Biotech/status/1861128669680304415)  2024-11-25T19:23Z [----] followers, [--] engagements


"@PirateWaffle I think you are to optimistic in your cash reductions and they will not liquidate as Bischofsberger as well as the new CEO have transaction bonus. Furthermore i do not think they will get any money out of Genentech. I assume net cash at [----] US$ in summer [----] with higher burn"  
[X Link](https://x.com/Lord_of_Biotech/status/1861811780286046653)  2024-11-27T16:38Z [----] followers, [---] engagements


"@PirateWaffle @obelixcapital Man I only invest in strategic alternative plays. Everybody here knows that ;) If I can invest at [----] US$ with a big margin of safety to my calcluated base case net cash end of Q2 of [----] US$ thats a good investment for me. Its more important what the merger terms are at the end"  
[X Link](https://x.com/Lord_of_Biotech/status/1861817473709768743)  2024-11-27T17:00Z [----] followers, [---] engagements


"@PirateWaffle @obelixcapital If the final merger includes a PIPE or some other stuff like a special dividend to $KRON investors the stock can really to [----] or more. No problem. Just fine for me"  
[X Link](https://x.com/Lord_of_Biotech/status/1861817632908861685)  2024-11-27T17:01Z [----] followers, [---] engagements


"$PTCT Enters into a Global License and Collaboration Agreement with Novartis for PTC518 Huntington's Disease Program PTC to receive $1.0B in cash at closing PTC is eligible to receive up to $1.9B in development regulatory and sales milestones PTC to share profits in the U.S. and tiered double-digit royalties on ex-U.S. net sales https://www.prnewswire.com/news-releases/ptc-therapeutics-enters-into-a-global-license-and-collaboration-agreement-with-novartis-for-ptc518-huntingtons-disease-program-302319374.html"  
[X Link](https://x.com/Lord_of_Biotech/status/1863554830121173168)  2024-12-02T12:04Z [----] followers, [---] engagements


"$SNTi Senti Biosciences Inc. Announces Oversubscribed $37.6 Million Private Placement Equity Financing"  
[X Link](https://x.com/Lord_of_Biotech/status/1863560336743313436)  2024-12-02T12:26Z [----] followers, [---] engagements


"$RLMD Reports That Data Monitoring Committee (DMC) Assessment Indicates That the Phase [--] Reliance II Trial is Futile at its Interim Analysis and is Unlikely to Meet the Primary Efficacy Endpoint with Statistical Significance - Fail Relmada to continue to focus on the development of REL-P11 for metabolic disease Cash only until Q1 [----]. Seems a little bit hopeless here. I have no position but company still trades at [--] mio. US$ market cap"  
[X Link](https://x.com/Lord_of_Biotech/status/1864299330619798011)  2024-12-04T13:22Z [----] followers, [----] engagements


"$HLVX now with a complete ceasing of nearly all of operations. I think merger is near. Maybe some offer from Tang as well as he is also involved with a position. $HLVX https://t.co/muAnW6kd46 Tang Capital Partners known for Activism in small cap biotechs opened a new 9.5% ownership position in $HLVX. I think liquidation offer is incoming. Nice Play already since entry around 1.50$ $HLVX https://t.co/muAnW6kd46 Tang Capital Partners known for Activism in small cap biotechs opened a new 9.5% ownership position in $HLVX. I think liquidation offer is incoming. Nice Play already since entry around"  
[X Link](https://x.com/Lord_of_Biotech/status/1865008512843100505)  2024-12-06T12:20Z [----] followers, [----] engagements


"$SYRS looks like the company is done. Why is the share price still that high They released all employees $SYRS thats interesting here https://t.co/BN5JNbKPPk $SYRS thats interesting here https://t.co/BN5JNbKPPk"  
[X Link](https://x.com/Lord_of_Biotech/status/1865011686995849274)  2024-12-06T12:33Z [----] followers, [----] engagements


"It was so easy $VTYX $VTYX [--] Mio. US$ insider buy from CEO. Nice one https://t.co/Q2pXZOWToO $VTYX [--] Mio. US$ insider buy from CEO. Nice one https://t.co/Q2pXZOWToO"  
[X Link](https://x.com/Lord_of_Biotech/status/1865057853033140256)  2024-12-06T15:36Z [----] followers, [----] engagements


"$CRDF Nice spider plot here. Maybe SOC with one more response but also 30mg Onvansertib + SOC with [--] possible future partial response https://www.globenewswire.com/news-release/2024/12/10/2994304/0/en/Cardiff-Oncology-Announces-Positive-Initial-Data-from-First-line-RAS-mutated-mCRC-Clinical-Trial.html https://www.globenewswire.com/news-release/2024/12/10/2994304/0/en/Cardiff-Oncology-Announces-Positive-Initial-Data-from-First-line-RAS-mutated-mCRC-Clinical-Trial.html"  
[X Link](https://x.com/Lord_of_Biotech/status/1866447600800686147)  2024-12-10T11:39Z [----] followers, [----] engagements


"@Biohazard3737 Bad outcome for $CLRB but on recent levels this seems to be a good shot at goal. [--] Mio. market cap for a outlicense play and early pipeline in radiotherapeutics Money is their problem but the asset in other hands can be valuable"  
[X Link](https://x.com/Lord_of_Biotech/status/1866621635819868627)  2024-12-10T23:10Z [----] followers, [----] engagements


"@BertrandBio That should be out of the cooperation with $BOLT I assume"  
[X Link](https://x.com/Lord_of_Biotech/status/1867155606815269307)  2024-12-12T10:32Z [----] followers, [---] engagements


"@adar170 $BOLD restructuring"  
[X Link](https://x.com/Lord_of_Biotech/status/1867314123916423580)  2024-12-12T21:02Z [----] followers, [---] engagements


"$BBIO with positive EMA CHMP-opinion"  
[X Link](https://x.com/Lord_of_Biotech/status/1867538561840681233)  2024-12-13T11:54Z [----] followers, [----] engagements


"Its so wild that some of the most discussed deals get through without any opposition but others are a clear red flag. 🚩 $NVO $NVO $LLY The big bad FTC let this go through without a hitch Ironically with all the isolationist and anti pharma rhetoric i think the next admin would have held this up $NVO $LLY The big bad FTC let this go through without a hitch Ironically with all the isolationist and anti pharma rhetoric i think the next admin would have held this up"  
[X Link](https://x.com/Lord_of_Biotech/status/1867879830374715639)  2024-12-14T10:30Z [----] followers, [----] engagements


"@monaco_biotech Sold the most above 0.34"  
[X Link](https://x.com/Lord_of_Biotech/status/1869362327675613527)  2024-12-18T12:41Z [----] followers, [---] engagements


"Finally a reason to sell off the $XBI :) dots spike: [----] - 3.875% up 50bps from prior 3.375% [----] - 3.375% up 50bps from prior 2.875% [----] - 3.125% up 25bps from prior 2.875% Longer-run - 3.000% up 12.5bps from prior 2.875% dots spike: [----] - 3.875% up 50bps from prior 3.375% [----] - 3.375% up 50bps from prior 2.875% [----] - 3.125% up 25bps from prior 2.875% Longer-run - 3.000% up 12.5bps from prior 2.875%"  
[X Link](https://x.com/Lord_of_Biotech/status/1869459558172913819)  2024-12-18T19:07Z [----] followers, [----] engagements


"@Maximus_Holla Its early maybe read again the press release ;) One cvr which pays out maximum 4$"  
[X Link](https://x.com/Lord_of_Biotech/status/1869672749469483191)  2024-12-19T09:14Z [----] followers, [---] engagements


"$AVIR now with two activists engaged in discussions with the board. Both are quite angry against the independant director who sold shares 50% below net-cash. Interesting situation. $AVIR already engaged a strategic advisor to search for partnership opportunities for their hepatitis asset"  
[X Link](https://x.com/Lord_of_Biotech/status/1869780276886241461)  2024-12-19T16:22Z [----] followers, [----] engagements


"$CYTK if you can not get $CYTK directly you buy their out-licensed china-rights from their china-partner. $SNY buys china rights for aficamten from CORXEL. $CYTK deal structure remains the same. https://ir.cytokinetics.com/news-releases/news-release-details/cytokinetics-announces-sanofi-acquired-rights-develop-and https://ir.cytokinetics.com/news-releases/news-release-details/cytokinetics-announces-sanofi-acquired-rights-develop-and"  
[X Link](https://x.com/Lord_of_Biotech/status/1870060137454473686)  2024-12-20T10:54Z [----] followers, [----] engagements


"Everyone is interested in $CYTK. $NVS wanted to acquire the entire company. Bayer secured the rights for Japan. $SNY is buying the China rights from the current China partner. When will the market realize that every major pharmaceutical company wants a piece of the aficamten pie $CYTK if you can not get $CYTK directly you buy their out-licensed china-rights from their china-partner. $SNY buys china rights for aficamten from CORXEL. $CYTK deal structure remains the same. https://t.co/Kh2cTRhBY2 $CYTK if you can not get $CYTK directly you buy their out-licensed china-rights from their"  
[X Link](https://x.com/Lord_of_Biotech/status/1870074962054099312)  2024-12-20T11:53Z [----] followers, [----] engagements


"@PirateWaffle $KRON received nothing. Agreement terminated and release of all claims"  
[X Link](https://x.com/Lord_of_Biotech/status/1872602044378517791)  2024-12-27T11:14Z [----] followers, [---] engagements


"$TRAW with [--] mio. US$ financing at roughly [--] US$ per share Lol"  
[X Link](https://x.com/Lord_of_Biotech/status/1873717085836296604)  2024-12-30T13:05Z [----] followers, [----] engagements


"$LYRA with some huge push the last days. Phase [--] readout probably end of Q1 [----]. 20% Perceptive stake. Just [--] mio. US$ market cap"  
[X Link](https://x.com/Lord_of_Biotech/status/1874047256346960112)  2024-12-31T10:57Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Lord_of_Biotech Avatar @Lord_of_Biotech Lord_of_Biotechs

Lord_of_Biotechs posts on X about share, stocks, mio, $kros the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Engagements Line Chart

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Mentions Line Chart

  • [--] Month [--] -41%
  • [--] Months [---] +6.80%
  • [--] Year [---] +53%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.16%
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  • [--] Months [-----] +18%
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CreatorRank Line Chart

Social Influence

Social category influence finance stocks cryptocurrencies countries currencies technology brands exchanges social networks travel destinations vc firms

Social topic influence share, stocks, mio, $kros, $til, money, $epix, $achl, if you, market cap

Top accounts mentioned or mentioned by @biohazard3737 @monacobiotech @ltbioinvestor @anotherbio @richtrades100 @aaronrosenblum5 @adar170 @badonde @toffcap @lordofbiotech @piratewaffle @biotenic @adamfeuerstein @maximusholla @absreturnchaser @hannesdemske @alphainvestoor @arbstocktipster @somecuriousgirl @investspecial

Top assets mentioned Keros Therapeutics, Inc. (KROS) Instil Bio, Inc. (TIL) Achilles Therapeutics Plc (ACHL) Cytokinetics Inc. (CYTK) Third Harmonic Bio, Inc. (THRD) Ikena Oncology, Inc. (IKNA) Johnson & Johnson (JNJ) Ventyx Biosciences, Inc. (VTYX) CARGO Therapeutics, Inc. (CRGX) Kronos Bio, Inc. (KRON) HilleVax, Inc. (HLVX) BioAge Labs, Inc. (BIOA) iTeos Therapeutics, Inc. (ITOS) Abivax SA (ABVX) Pfizer, Inc. (PFE) BridgeBio Pharma, Inc. Common Stock (BBIO) Spruce Biosciences, Inc. (SPRB) PMV Pharmaceuticals, Inc. (PMVP) GSK plc (GSK) Bolt Biotherapeutics, Inc. (BOLT) Asset Entities Inc. (ASST) LAVA Therapeutics BV (LVTX) Kinnate Biopharma Inc. (KNTE) Monte Rosa Therapeutics, Inc. (GLUE) Repare Therapeutics Inc. (RPTX) Theseus Pharmaceuticals, Inc. (THRX) Novartis AG (NVS) AN2 Therapeutics, Inc. (ANTX) Merck & Co., Inc. (MRK) Atea Pharmaceuticals, Inc. (AVIR) Eli Lilly and Company (LLY) Bristol-Myers Squibb Co (BMY) Summit Therapeutics Inc. Common Stock (SMMT) Bitcoin (BTC) Synthetify (SNY) Elevation Oncology, Inc. (ELEV) Semler Scientific, Inc. (SMLR) Galecto Inc. (GLTO) Rainmaker Games (RAIN) MEI Pharma, Inc. (MEIP) Royalty Pharma plc (RPRX) ACELYRIN, Inc. (SLRN)

Top Social Posts

Top posts by engagements in the last [--] hours

"@bio_clouseau That would be quite a bull case for $PFE shareholders"
X Link 2023-05-16T08:20Z [---] followers, [--] engagements

"$AVIR with 5.70$ Buyout offer and 80% CVR Participation. After $JNCE next strike from Tang Partners. Will be interesting to see if management/BoD is interested"
X Link 2023-05-22T13:22Z [----] followers, [---] engagements

"$RAIN next stock in the row for strategic alternatives with $JNCE $MGTA $GRPH $NLTX $TALS. Quite a good basket the last months"
X Link 2023-05-30T17:35Z [----] followers, [---] engagements

"$NKTR wild rodeo last few weeks. Giving up most of the gains after reveal that $LLY misinterpreted AD data. Some catalysts incoming including oncology asset outlicensing until YE. Maybe also some settlement with $LLY regarding $NKTR lawsuit"
X Link 2023-08-30T14:40Z [---] followers, [--] engagements

"Interesting Biotech IPO amrket this year quite slow. Maybe good cross reading to well funded biotech shells $RAIN $ABIO $GRPH IPO window Neumora IPO terms: raising up to $264M at $2.7B() Rayze bio raising up to $245M $XBI IPO window Neumora IPO terms: raising up to $264M at $2.7B() Rayze bio raising up to $245M $XBI"
X Link 2023-09-11T15:57Z [---] followers, [---] engagements

"$FRTX Next liquidation bringing shareholders a huge premium to recent share price. Prices are so depressed that even liquidations increasing shareholder values"
X Link 2023-09-20T08:28Z [---] followers, [---] engagements

"Is $AMTI the most broken Merger Arbitrage out there @JulianKlymochko Do you have an opinion"
X Link 2023-09-25T14:02Z [----] followers, [---] engagements

"$IMVT Immunovant Announces Positive Initial IMVT-1402 Phase [--] SAD and [---] mg Subcutaneous MAD Results"
X Link 2023-09-26T10:05Z [----] followers, [---] engagements

"@agnostoxxx "Ackman would hate a Q4 bond rally (he's short bonds but doing ok)" He is doing ok Think his bond trade should be really well performing or not"
X Link 2023-09-29T12:59Z [---] followers, [---] engagements

"$INFI Chapter [--] after failure to close the merger with $MEIP. Would have thought someone else would pick up the asset for nuts. Now maybe in chapter [--] process No position"
X Link 2023-09-29T20:08Z [---] followers, [---] engagements

"That changed fast. Good day for this arbitrage"
X Link 2023-10-02T17:25Z [---] followers, [--] engagements

"$RAIN Tang Capital Partners with going private Offer for 1.25$ + CVR (Representing 80% of Rain pipeline proceeds)"
X Link 2023-10-13T21:01Z [--] followers, [---] engagements

"Its the same thinking I have as many reactions seem extremly overstretched Taking the other side of many of these GLP-1 driven selloffs is increasingly attractive. Taking the other side of many of these GLP-1 driven selloffs is increasingly attractive"
X Link 2023-10-16T14:39Z [----] followers, [---] engagements

"@Biohazard3737 Bidder B had an offer for an upsized deal price including up to 4$ CVR if PNT2022 would be a hit. I think the Call Buyer is expecting good results and maybe an upsized offer from the misterious Bidder B prior to deal closing with $LLY"
X Link 2023-10-17T19:39Z [--] followers, [---] engagements

"$GRTX some action. FDA Minutes should be released in the next days. Blackstone with econimic interest in $GRTX. Will be interesting to see what the way forward will be. If minutes show no path forward company will reverse merge or liquidate. Small mcap"
X Link 2023-10-18T14:11Z [---] followers, [---] engagements

"Great Post. Company will get liquidated and assets will be handed over to Creditor Short shares indicate no pressure. Interesting setup"
X Link 2023-10-18T15:45Z [---] followers, [--] engagements

"$INVO with a reverse merger deal. Condition are [--] financings (one prior closing and one with the closing). Both above stock price prior deal announcement and on of them at min. 5$ p/Sh. Quite interesting structure. Interested to see where this is going"
X Link 2023-10-23T13:13Z [---] followers, [---] engagements

"@Biohazard3737 Maybe some kind of official share buyback announcement would have been a good tailwind for the stock price"
X Link 2023-10-23T13:30Z [--] followers, [---] engagements

"Nice edge this year in stocks looking for strategic alternatives and additionally prices massively under their liquidation value. Good outperformance against $XBI as well as general market"
X Link 2023-10-26T14:18Z [--] followers, [--] engagements

"$GRPH halted"
X Link 2023-11-15T11:57Z [---] followers, [---] engagements

"$FIXX interesting case here. Deal itself gets shredded by the market. Company is now massively below net cash (Deal assumes FIXX net cash at [--] million at closing) + drugs + equity participation (valued [--] million). I get $JNCE vibes at these levels"
X Link 2023-11-16T15:34Z [----] followers, [---] engagements

"Somebody knows whats up with $SAVE Good volume and huge rebound the last days"
X Link 2023-11-17T17:42Z [----] followers, [---] engagements

"@LTbioinvestor balance sheet quite interesting here with the huge Facility for sale $TIL"
X Link 2023-11-20T15:27Z [---] followers, [---] engagements

"@monaco_biotech Also some data outstanding for Q4. Could be a wild one here. Will be joining here next week"
X Link 2023-11-24T20:37Z [---] followers, [---] engagements

"Next one $ACHL Syncona is 25% owner. Company massively below liquidation value. Net Cash around 2$+ at the moment. Some data in Q1 [--]. Maybe some action from Syncona afterwards"
X Link 2023-11-27T19:28Z [---] followers, [----] engagements

"@MDollares Nice calculation. I have something of 2.7-8$ in my mind. Depending on the current burn. $KNTE has some special costs in Q3/4 due to the restructuring"
X Link 2023-11-27T22:10Z [---] followers, [---] engagements

"$CWBR is a wild one. Had one of the best reverse merger moves of the year in spring but failed to get continued listing at the Nasdaq. Merger got termianted company will liquidate but no specific liquidation value announced. Now will go to OTC.0.6$ in pre trading"
X Link 2023-11-28T12:20Z [---] followers, [---] engagements

"@monaco_biotech 20% since posting. Good one for us @monaco_biotech"
X Link 2023-11-29T15:00Z [---] followers, [--] engagements

"$LIAN Tang Partners with Next Strike. Buyout offer for 4.30$ + CVR (80% of all asset sales). Nice streak from him the last months I am long here from 2.40$"
X Link 2023-11-30T22:23Z [---] followers, [----] engagements

"$TIL $150 million facility on their books. Loosening interest rates could be quite supportive for the value of the asset. Company is actively trying to sell. Look at the market cap. Will be a wild one if the news hits until then take a nap"
X Link 2023-12-01T16:40Z [---] followers, [---] engagements

"What says this about the $SAVE $JBLU Deal Obviously deals in the airline sector are still manageable and most companies do not see big chances of an DOJ success $HA $ALK Alaska Airlines to acquire Hawaiian Airlines for $18/sh in cash or a 270% premium over Friday's closing price. https://t.co/b7LtphFpTJ https://t.co/8AN0lnZ5FR $HA $ALK Alaska Airlines to acquire Hawaiian Airlines for $18/sh in cash or a 270% premium over Friday's closing price. https://t.co/b7LtphFpTJ https://t.co/8AN0lnZ5FR"
X Link 2023-12-04T11:32Z [----] followers, [----] engagements

"@monaco_biotech Crazy"
X Link 2023-12-04T12:42Z [---] followers, [--] engagements

"$KNTE and $THRX from the current timeframe also interesting short term setups. Deals could be priced 10-20% above current prices + CVRs. Seems quite attractive"
X Link 2023-12-12T15:58Z [---] followers, [---] engagements

"What a bullshit price target here. 0.5$ company has more than 2$ net cash and even in [--] months they have 1.50$+. At least analysts should take these values as their PT in [--] months. clown fiesta"
X Link 2023-12-14T12:24Z [--] followers, [---] engagements

"@monaco_biotech @LTbioinvestor @adar170 @bearcapital1 @BioTechTraderSD @richtrades100 @DickMedChem One of the honest guys on Twitter:)"
X Link 2023-12-16T23:27Z [---] followers, [---] engagements

"$APTX quite interesting case. Bought the stock after their announcement to go into liquidation. Was a long process since April/May but finally investors will get a payout. roughly 40% on my acquisition price. Nice result"
X Link 2023-12-18T22:07Z [---] followers, [---] engagements

"$THRX with buyout announcement. 3.90$ - 4.05$ depending on net cash at closing + cvr for old $THRX assets. Tangs Concentra is the buyer. Nice development after strategic alternatives announcement at low 2's. Nice end of year run for me"
X Link 2023-12-22T11:57Z [---] followers, [---] engagements

"@monaco_biotech You have a nice streak buddy Wish you all the best for the new year"
X Link 2023-12-30T00:46Z [---] followers, [---] engagements

"@LTbioinvestor Yes you are right I was in my wrong column. I already calculated their liquidation value lol :D"
X Link 2024-01-05T18:38Z [--] followers, [---] engagements

"Stock is going today 1$ in reach Massive upside here Next one $ACHL Syncona is 25% owner. Company massively below liquidation value. Net Cash around 2$+ at the moment. Some data in Q1 [--]. Maybe some action from Syncona afterwards Next one $ACHL Syncona is 25% owner. Company massively below liquidation value. Net Cash around 2$+ at the moment. Some data in Q1 [--]. Maybe some action from Syncona afterwards"
X Link 2024-01-09T15:44Z [----] followers, [---] engagements

"@RoccoLefkowitz2 Their strategic review started earliest end of March and lay offs started in April/may so you miss the 2nd quarter [----] burn in your calculation of at least [--] million or maybe more (prob your critic point). One time costs are only mentioned for time after June 23"
X Link 2024-01-11T21:21Z [---] followers, [--] engagements

"@Maximus_Holla Congrats"
X Link 2024-01-12T18:49Z [--] followers, [---] engagements

"@Badonde_ @iam_chris42 Should be [--] employees in the USA and roughly [--] in UK. From 200-300 end of [----]. So big restructuring and no real labs left now"
X Link 2024-01-17T15:07Z [---] followers, [---] engagements

"@monaco_biotech That news is not that interesting for me but yesterday $LSTA again released a fully externally funded trial in Europe. I am really confused why so many external collaborators are researching LSTA01 and interpreting this positive. Waiting for data in summer [--] here"
X Link 2024-01-18T16:30Z [---] followers, [---] engagements

"@monaco_biotech Congrats Great performance and nice entry points"
X Link 2024-01-18T18:57Z [---] followers, [---] engagements

"$ABIO brutal selloff since end of october. Strategic review takes a long time but on these valuations now its one of the cheapest strategic review stocks out there. Liquidation value without asset sale probably 2.10$+ Bought a bunch the last days fingers crossed"
X Link 2024-01-19T20:18Z [--] followers, [---] engagements

"@ScroogeRE See it like your way but Q32 with some data in Q2 [--] so will be interesting to see if this will influence the share price the next weeks. Comparable post Merger stocks like $KRRO $NGNE or $DNTH performed quite good"
X Link 2024-01-24T15:32Z [---] followers, [--] engagements

"Should be a good sign that some one accumulating shares in big numbers prior to data. Good data as well as bad data giving good upside in case of strategic alternatives afterwards. Cash 3$+"
X Link 2024-01-25T15:59Z [--] followers, [---] engagements

"@adar170 @BayAreaBiotechI $DNTH with huge PIPE after PiIPE in the merger as well. $GRPH seems also good supported. No merger closing till now. $FIXX maybe next"
X Link 2024-01-25T16:25Z [----] followers, [---] engagements

"Big Volume the last days in $ACHL. There are some big funds in the stock who maybe want to exit before data"
X Link 2024-01-31T15:33Z [---] followers, [---] engagements

"@monaco_biotech Interested to share Feel free to share private if not public :)"
X Link 2024-01-31T19:02Z [---] followers, [---] engagements

"@SleepwellCap @Biohazard3737 $EXO gives you some big NAV discount to get into a $RACE position"
X Link 2024-02-01T20:54Z [----] followers, [---] engagements

"Its okay to pump stocks no problem but they are in chapter [--] because they are unable to pay their liabilities so there can not be 2$ cash per share there is 0$ cash per share. In addition they are in debtor-in-possession mode no position here but hate bullshit. Guys check out $nviv bankruptcy liquidation play (announced yesterday). Low float in the $.20s here. Says over $2 / share on hand Anyone confirm this Maybe this was played yesterday. Filings says something about selling off company 👀🚨 Guys check out $nviv bankruptcy liquidation play (announced yesterday). Low float in the $.20s"
X Link 2024-02-02T21:23Z [---] followers, [----] engagements

"$ANTX Fail in NTM a net net positive for $SPRO. Less competition and new investors interest in SPR720 Phase [--] read out in H2 [----] beside $GSK collaboration for urinal infection phase [--] read out in 2025"
X Link 2024-02-12T20:15Z [---] followers, [---] engagements

"Valuation gap between phase [--] $ANTX yesterday (500 mio market cap) and $SPRO with NTM data and additional phase [--] read out + $GSK collab (80 mio market cap) quite remarkable"
X Link 2024-02-12T20:16Z [---] followers, [---] engagements

"$LIAN liquidation of the company with initial special dividend of 4.80$ and furter sales of their assets plus additional payouts until [----]. Lets fucking Go Absolute best case here"
X Link 2024-02-13T12:15Z [---] followers, [---] engagements

"$OCUL Ocular Therapeutix Inc. Announces $325.0 Million Private Placement In the private placement the Company is selling [--------] shares of its common stock at a price of $7.52 per share"
X Link 2024-02-22T12:34Z [----] followers, [---] engagements

"The private placement includes participation by new and existing investors including Venrock Healthcare Capital Partners TCGX Deep Track Capital Perceptive Advisors Great Point Partners LLC Logos Capital Surveyor Capital (a Citadel company) Acuta Capital Partners"
X Link 2024-02-22T12:34Z [----] followers, [---] engagements

"$AVIR - Nice breakout today"
X Link 2024-02-27T18:55Z [---] followers, [---] engagements

"Next 13D from Echo Lake $NURO demanding immediate liquidation of the company. $NURO New 14% owner who wants to influence the strategic review - https://t.co/cZWFGxPIFp low float stock $NURO New 14% owner who wants to influence the strategic review - https://t.co/cZWFGxPIFp low float stock"
X Link 2024-02-27T21:06Z [---] followers, [----] engagements

"$NURO with two 13D in last two days both demanding liquidation of the comapny citing cash amount of more than 10$ per share and not satisfying growth ambitions Next 13D from Echo Lake $NURO demanding immediate liquidation of the company. https://t.co/2QN4K07H4N Next 13D from Echo Lake $NURO demanding immediate liquidation of the company. https://t.co/2QN4K07H4N"
X Link 2024-02-27T21:10Z [---] followers, [----] engagements

"$VKTX Viking Therapeutics Announces Proposed Public Offering of Common Stock [---] million offering"
X Link 2024-02-27T21:22Z [---] followers, [---] engagements

"@monaco_biotech @pharmacreep Man. nice one"
X Link 2024-02-29T19:05Z [---] followers, [---] engagements

"@LTbioinvestor $BOLT at least with some phase [--] data this year. Should give some move for run up into data this summer"
X Link 2024-03-04T20:06Z [----] followers, [---] engagements

"$BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share SMID #biotech #ADC basket have performed incredibly well since 4Q2023 low: average gain a whopping 450% $ADCT $AMAM $BCAB $BCYC $BOLT $CRBP $CTMX $ELEV $MGNX $MRSN $PYXS $STRO $VINC $ZYME https://t.co/7vUOQKVUsI SMID #biotech #ADC basket have performed incredibly well since 4Q2023 low: average gain a whopping 450% $ADCT $AMAM $BCAB $BCYC $BOLT $CRBP $CTMX $ELEV $MGNX $MRSN $PYXS $STRO $VINC $ZYME https://t.co/7vUOQKVUsI"
X Link 2024-03-04T20:29Z [----] followers, [----] engagements

"@Biohazard3737 Thats out of October from Stifel. Some are already gone others are newer than this report. I think $RPHM is missing as well as $SYBX and $PULM"
X Link 2024-03-07T19:03Z [---] followers, [---] engagements

"$BOLT nice performance today. Finally gets interest Nice one in this tape $BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share https://t.co/KPznTkp7Bv $BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share https://t.co/KPznTkp7Bv"
X Link 2024-03-08T16:46Z [----] followers, [----] engagements

"$ACRS complicated situation. Institutional investors bought a lot of shares and company announced Business Review but I am wondering about insider buy from director last week. Seems not that there is an immediate conclusion to this process (1/2)"
X Link 2024-03-10T10:11Z [---] followers, [----] engagements

"as insiders are normally prohibited to buy in front of news. Sold my stake here last week from low 1s and will take a new look as stock is developing. (2/2)"
X Link 2024-03-10T10:12Z [---] followers, [---] engagements

"$CLRO ClearOne Announces a Special One-time Cash Dividend of [----] US$ per share. Company has a negative operating cash flow but I appreciate the dividends from their legal win last year. I don't think that their business has any future so any dolar out of the company is good ;)"
X Link 2024-03-11T21:04Z [---] followers, [---] engagements

"@cdoebwnd - Investors involved - Strategic Review announced - massively below net cash or better below liquidation value especially for the next 6-12 months. - already financial advisor announced - no pipeline assets left"
X Link 2024-03-12T17:07Z [---] followers, [---] engagements

"$GHSI announced last month the sale of their main asset the nutrition brand "Viactiv". Company announced a plan of dissolution on friday after the company receives their final payments. No detailled liquidation price was announced yet"
X Link 2024-03-18T14:03Z [---] followers, [---] engagements

"$UTHR with a new [--] billion accelerated share repurchase. Good news as the company has a lot of cash out of operations"
X Link 2024-03-25T11:36Z [----] followers, [---] engagements

"$XLO interesting deal with PIPE and $GILD licensing. Due to the r&d costs staying at $XLO for next quarters and the relatively small upfront under consideration of $XLOs burn of roughly 15-17 mio. per quarter and the option for $GILD to back out this seems expensive here (np)"
X Link 2024-03-28T12:01Z [----] followers, [----] engagements

"$BOLT with nice performance the last days. $BOLT and $NXTC both are undervalued ADC Plays. $NXTC nearly doubled the last weeks. $BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share https://t.co/KPznTkp7Bv $BOLT quite under the radar. Thanks for mentioning. ADC data in phase [--] should arrive in [----]. More information probably in 10-K any day now. More than 3$ Cash per share https://t.co/KPznTkp7Bv"
X Link 2024-03-28T19:01Z [----] followers, [----] engagements

"$BOLT that went faster than anticipated. Took out small portion rest is running. $BOLT with nice performance the last days. $BOLT and $NXTC both are undervalued ADC Plays. $NXTC nearly doubled the last weeks. $BOLT with nice performance the last days. $BOLT and $NXTC both are undervalued ADC Plays. $NXTC nearly doubled the last weeks"
X Link 2024-04-01T18:57Z [----] followers, [---] engagements

"$SPRB with nice reversal in the low 0.7s. $NVO finally sold their common shares stake last week and with small cap investor Bradley Radoff (Activist @ $GHSI) a new 7% owner on board. Big overhang removed"
X Link 2024-04-01T20:01Z [----] followers, [----] engagements

"So $GRTS publishes "positive" interim data for MSS-CRC but has to price their offering 50% below the stock price of two days ago (including one warrant per share with same exercise price) . Thats biotech. https://www.globenewswire.com/news-release/2024/04/02/2855616/0/en/Gritstone-bio-Announces-Pricing-of-32-5-Million-Underwritten-Public-Offering.html#::text=(Nasdaq%3A%20GRTS)%2C%20aand%20accompanying%20common%20warrants%20to"
X Link 2024-04-02T05:50Z [----] followers, [---] engagements

"$EIGR and $ACOR with Chapter [--] and distressed sale of their assets. Interesting development for small/micro cap stocks with already commercialised products and no big pharma partners"
X Link 2024-04-02T06:10Z [----] followers, [---] engagements

"Situation is quite interesting as yields are continuing to increase instead of falling as no sign of risk off. In contrast risk assets like bios or small caps getting crushed probably as a mix of risk off and increasing bond yields. Interesting setup right now as yields moved far"
X Link 2024-04-16T06:40Z [----] followers, [---] engagements

"$VNDA Nice creation of shareholder value from management and board of directors. Just not reacting on buyout offers. Lol. https://www.businesswire.com/news/home/20240417171574/en/ https://www.businesswire.com/news/home/20240417171574/en/"
X Link 2024-04-17T10:39Z [----] followers, [----] engagements

"$VNDA I think that could be an interesting case here for some activists to push the company for a sale. Prices around 5$ with upside [----] US$ and downside 4.00$ is juicy for activists. $VNDA thats just so stupid and ridicolous. I mean okay if you think that undervalues your company but if someone proposes to buy your company with roughly 90% premium as initial offer you need to go into negotiations. $VNDA thats just so stupid and ridicolous. I mean okay if you think that undervalues your company but if someone proposes to buy your company with roughly 90% premium as initial offer you need to"
X Link 2024-04-17T11:05Z [----] followers, [----] engagements

"@Badonde_ @LTbioinvestor @richtrades100 @hannesdemske @absreturnchaser @monaco_biotech Just wondering why they pay that much above net cash. Warrant structure looks deadly as well. Lets see what that will bring"
X Link 2024-04-19T11:22Z [----] followers, [---] engagements

"@absreturnchaser @Badonde_ @LTbioinvestor @richtrades100 @hannesdemske @monaco_biotech no above. Think Net Cash end Q2 or Q3 ist something around 1.30$ or less Nobody cares about their ent cash today as its always important what their net cash will be at deal closing"
X Link 2024-04-19T11:41Z [----] followers, [---] engagements

"@absreturnchaser @Badonde_ @LTbioinvestor @richtrades100 @hannesdemske @monaco_biotech Yeah because they did a financing ;)"
X Link 2024-04-19T12:31Z [----] followers, [---] engagements

"$LYRA has some pretty shitty leases. Seems like these are not in any case cheap to cancel. I think some people should recalculate their cash per share @ $LYRA instead of talking about [----] US$ per share"
X Link 2024-05-06T15:20Z [----] followers, [----] engagements

"@StephenGustin Yeah thats due to discounting of their longer duration leases. You can see the full maturity in my screenshot above"
X Link 2024-05-06T15:35Z [----] followers, [---] engagements

"This whole topic is completely ridicolous and its hard for outsiders to understand the logic of the $VNDA board of directors here. $VNDA Future Pak Increases Bid for Vanda Pharmaceuticals to Include CVRs in Addition to $7.25 to $7.75 Per Share in Cash Offer represents $11.62 to $12.12 per share for a 187% to 199% unaffected premium combining the proposed cash consideration and potential value of the CVRs $VNDA Future Pak Increases Bid for Vanda Pharmaceuticals to Include CVRs in Addition to $7.25 to $7.75 Per Share in Cash Offer represents $11.62 to $12.12 per share for a 187% to 199%"
X Link 2024-05-07T13:08Z [----] followers, [----] engagements

"$MGRX with the $HIMS [---] news: MangoRx to introduce oral Semaglutide and Tirzepatide in response to increasing patient demand for GLP-1 medications"
X Link 2024-05-21T12:46Z [----] followers, [----] engagements

"$VNDS Of course they rejected the new offer again and on top nasty in a Friday evening pr Vanda Pharmaceuticals Board of Directors Determines that Revised Unsolicited Takeover Proposal is Not in the Best Interests of the Company and its Shareholders https://www.prnewswire.com/news-releases/vanda-pharmaceuticals-board-of-directors-determines-that-revised-unsolicited-takeover-proposal-is-not-in-the-best-interests-of-the-company-and-its-shareholders-302155506.html $VNDA Vanda Pharmaceuticals Confirms Receipt of Revised Unsolicited Takeover Proposal from Future Pak. Will probably be the same"
X Link 2024-05-24T20:49Z [----] followers, [----] engagements

"Biotech Market is consolidating and more and more companies are announcing strategic alternatives. Getting rid of their NPV negative assets and profiting from their strong cash balances. I like this development as this is some of my favourtie plays. $AKLI $IKNA $ABIO $RPHM $AVRO"
X Link 2024-05-29T16:58Z [----] followers, [----] engagements

"$BBIO with nice results. Growth ahead of expectations and no adverse events. Better result than $BMRN especially without these severe adverse events of $BMRN"
X Link 2024-06-04T11:39Z [----] followers, [----] engagements

"Feels like time to get more aggressive. A lot of cheap stocks out there. Especially from a balance sheet point of view. I am wondering a little bit about the low activity from activist side. Everybody already in summer holidays"
X Link 2024-06-04T16:31Z [----] followers, [----] engagements

"$SBFM with delisting notice of Nasdaq due to the alternative cashless exercise of the Series A warrants the Company issued which raises investor protection concerns because the issuance of the warrants resulted in substantial dilution for stockholders and may cause future one"
X Link 2024-06-07T21:38Z [----] followers, [----] engagements

"$LSTA Getting some volume and action last weeks. Strong in this bloody market for bio small caps 2nd half [----] will be interesting. $LSTA with 10-K yesterday confirm cash runway in [----] with 55$ cash per share end of Q1 [--] LSTA1 data in H2 [----]. Cooperations with SoC active in multiple countries. Qilu cooperation data in 1st line mPDAC anticipated end of Q2 [--]. H.C. Wainwright maintains buy - 15$ PT $LSTA with 10-K yesterday confirm cash runway in [----] with 55$ cash per share end of Q1 [--] LSTA1 data in H2 [----]. Cooperations with SoC active in multiple countries. Qilu cooperation data in 1st"
X Link 2024-06-10T16:04Z [----] followers, [----] engagements

"So which cash rich Bio Stock is the next one $BOLT $SEER $SPRB $ACHL Traded over [----] US$. [--] to 50% win for buys after ASCO drop. Nice I am pulling out here Traded over [----] US$. [--] to 50% win for buys after ASCO drop. Nice I am pulling out here"
X Link 2024-06-11T16:49Z [----] followers, [----] engagements

"$BOLT is one of the cheapest stocks out there with an expected net cash of 2$ as of 30th June. Many known funds are also involved. I am wondering why nobody is interested in taking this company private and selling the plattform by them self. Could be an interesting activist case"
X Link 2024-06-17T17:12Z [----] followers, [----] engagements

"$AKLI now 2nd after hours push on non sense news after company accepted buyout offer for 0.434$. I was in this stock now three times: First after their strategic alternative announcement Second and third as arbitrage play and got out in each squeeze near 0.50$ I like :)"
X Link 2024-06-18T20:54Z [----] followers, [---] engagements

"So the big binary event $ALNY vs. $BBIO is over. Data is good but not best case for $ALNY. On the other hand the overhang for $BBIO is maybe removed Will shorts cover or do they see more pain for $BBIO's stock price"
X Link 2024-06-24T12:54Z [----] followers, [----] engagements

"$TSVT 2seventy bio Announces Sale of Hemophilia A Candidate and MegaTAL In Vivo Gene Editing Technology to Novo Nordisk for up to $40 million"
X Link 2024-06-26T20:13Z [----] followers, [----] engagements

"@monaco_biotech @BioStocks $VNDA Management is pure arrogance. Luckily no position for me. Was most of the time just a viewer"
X Link 2024-06-27T06:01Z [----] followers, [---] engagements

"$BOLT Good summary from Dalius here Quite an interesting setup over at $BOLT. Biopharma trading at a 50% discount to liquidation value. The company recently stopped the development of its key asset with the remaining assets only in Phase [--] and the pre-clinical stages. Multiple signs point to a potential Quite an interesting setup over at $BOLT. Biopharma trading at a 50% discount to liquidation value. The company recently stopped the development of its key asset with the remaining assets only in Phase [--] and the pre-clinical stages. Multiple signs point to a potential"
X Link 2024-06-27T11:04Z [----] followers, [----] engagements

"Worst management ever (No Position) $CHRS Announces Divestiture of YUSIMRY in a $40M Upfront All Cash Transaction. https://t.co/5Tvzbu7Egh $CHRS Announces Divestiture of YUSIMRY in a $40M Upfront All Cash Transaction. https://t.co/5Tvzbu7Egh"
X Link 2024-06-27T12:47Z [----] followers, [---] engagements

"@BioWino Now you can buy another guru stock at [--] :D"
X Link 2024-06-27T12:55Z [----] followers, [--] engagements

"@ToffCap On top big insider ownership as well as insitutional special sit investors. $BOLT super cheap (fundamentally) good investors and hopefully some pressure to go private or make a reverse merger. Some weeks ago I would have said $EIGR but already went parabolic"
X Link 2024-06-27T13:13Z [----] followers, [---] engagements

"Interesting for $TECX (GPCR) also interesting that $LLY is building a whole radiotherapeutica business. Also the next deal in radiotherapeutica. This sector is damn hot: $CATX $CLRB $LNTH another BP private deal sad $LLY to buy GPCR targeting small molecule radiopharmaceuticals 140m u/f and option to buy [--] billion https://t.co/3xrzKTpfjF another BP private deal sad $LLY to buy GPCR targeting small molecule radiopharmaceuticals 140m u/f and option to buy [--] billion https://t.co/3xrzKTpfjF"
X Link 2024-07-01T14:45Z [----] followers, [----] engagements

"@dhovekamp42 @GermanBiotech @PDRennert Nice read and explains why Serviers attempt probably failed. Also interesting that $PFE already had an own shot on goal some years ago but is now pushing the $PFE/$SGEN collab with $PRS further Their attempt seems to be different from this research"
X Link 2024-07-04T09:09Z [----] followers, [---] engagements

"$HLVX with big participation from Frazier in board of directors as well as CEO and COO. Frazier already did going private transactions in Ex-$PRDS and Ex-$THRX. $HLVX with big upside to cash level. Could be an interesting play here"
X Link 2024-07-08T13:01Z [----] followers, [----] engagements

"@adar170 I do not have a position but am looking on $INMD sometimes and its crazy that they have [---] mio in cash like half of their valuation is covered by cash Do not know why they do not buy back shares with their money and cash flow. Seems weird"
X Link 2024-07-11T13:56Z [----] followers, [---] engagements

"$TIL not directly sold the asset but new Tenant in pharma giant $AZN for [--] years. Paying [---] mio. US$ a year plus opex as well. Facility now with a well known tenant probably an easy buy for some REITs as future income can be easily calculated. @ToffCap $TIL (Instil Bio): Huge Gene Therapy Manufacturing compund for sale in California. Sale price of [---] Mio. US$ as of prospect. On top a lot of cash on ahnd and some debt related to the building of the compund. Left for dead since 1-2 years. But huge upside if the facility is sold. @ToffCap $TIL (Instil Bio): Huge Gene Therapy Manufacturing"
X Link 2024-07-12T11:05Z [----] followers, [----] engagements

"$TIL Putting all the numbers together Cash Liabilities Debt and facility value as well as cash burn from last CC that would imply a value of roughly [---] to [---] mio. US$ as of end of september or [--] - [--] US$ per share"
X Link 2024-07-12T11:12Z [----] followers, [----] engagements

"@trustfundgen For example here Cap rate was 5.3% https://www.commercialsearch.com/news/breakthrough-buys-majority-stake-in-236m-life-science-campus/ https://www.commercialsearch.com/news/breakthrough-buys-majority-stake-in-236m-life-science-campus/"
X Link 2024-07-12T11:31Z [----] followers, [---] engagements

"@trustfundgen That was also beginning of the year but not a REIT https://www.businesswire.com/news/home/20231112506083/en/Ajinomoto-Co.-Inc.-to-Acquire-Forge-Biologics-for-620-Million1 https://www.businesswire.com/news/home/20231112506083/en/Ajinomoto-Co.-Inc.-to-Acquire-Forge-Biologics-for-620-Million1"
X Link 2024-07-12T11:33Z [----] followers, [---] engagements

"$TSVT quick 30% performance here $TSVT 2seventy bio Announces Sale of Hemophilia A Candidate and MegaTAL In Vivo Gene Editing Technology to Novo Nordisk for up to $40 million $TSVT 2seventy bio Announces Sale of Hemophilia A Candidate and MegaTAL In Vivo Gene Editing Technology to Novo Nordisk for up to $40 million"
X Link 2024-07-16T14:46Z [----] followers, [----] engagements

"@monaco_biotech @LTbioinvestor So PIPE investors get nearly 50% of the company for [----] million dollar and HEPA shareholders will have roughly 8% of the total company. Seems easy calculation what $HEPA is worth in this merger Nearly nothing"
X Link 2024-07-22T12:17Z [----] followers, [---] engagements

"@monaco_biotech @LTbioinvestor That were really easy short gains lol"
X Link 2024-07-22T13:32Z [----] followers, [---] engagements

"$BMY I have no position but I always find it interesting how companies whose downfall is being talked about can suddenly become everyone's favourite again with a single good earnings report. $PFE also with extreme negativism. It also works the other way around ($EW $DXCM). Bristol Myers Squibb $BMY Reports Second Quarter Financial Results for [----] dual beat non-GAAP guidance raised +5%PM https://t.co/PNK1W2nQr5 https://t.co/7CbTh922rl Bristol Myers Squibb $BMY Reports Second Quarter Financial Results for [----] dual beat non-GAAP guidance raised +5%PM https://t.co/PNK1W2nQr5"
X Link 2024-07-26T15:03Z [----] followers, [----] engagements

"@Dogtor01416800 I think $GLYC is to expensive here with their guidance and restructuring costs"
X Link 2024-07-28T15:25Z [----] followers, [---] engagements

"@richtrades100 Its from April news "In addition Rallybio received an equity investment of $6.6 million from Johnson & Johnson Innovation JJDC Inc." https://www.businesswire.com/news/home/20240408380440/en https://www.businesswire.com/news/home/20240408380440/en"
X Link 2024-07-31T10:49Z [----] followers, [---] engagements

"$ABIO I am already out of this stock but never saw so many buys between merger announcement and merger closing. Huge vote of confidence here from Janus Henderson"
X Link 2024-07-31T13:33Z [----] followers, [---] engagements

"$PIRS News 10% Owner with ADAR1.Come into the club buddy I know they are hunting the CVR :) https://www.sec.gov/Archives/edgar/data/1583648/000110465924084642/tm2420593d1_sc13g.htm $PIRS what a monster Was able to lower my entry to mid 8s after license termiantion of Servier Will be interesting what investors will price the cvr finally in addition to reverse merger. Getting the cvr minus operating risk of $PIRS as public company is absolutely best case https://t.co/2REXD1SUDf https://www.sec.gov/Archives/edgar/data/1583648/000110465924084642/tm2420593d1_sc13g.htm $PIRS what a monster Was able"
X Link 2024-08-01T13:36Z [----] followers, [----] engagements

"$VIX again +100% in pre market. Wild shift and highest Niveau since Covid crisis. Stocks get hammered in line with an increasing $VIX. Will be important to track $VIX development the coming days. $VIX right now +58% intraday. Thats a huge risk-off setup today. You can see it all over the board. With this $VIX people just dumping their stocks. We need to see a calm down of $VIX to see some reversal or bigger dip buying $VIX right now +58% intraday. Thats a huge risk-off setup today. You can see it all over the board. With this $VIX people just dumping their stocks. We need to see a calm down"
X Link 2024-08-05T10:11Z [----] followers, [----] engagements

"$BOLT with [---] mio. transaction in pre hours but since regualr trading start no volume at all. Lets see who bought these shares"
X Link 2024-08-06T13:41Z [----] followers, [---] engagements

"@Joshzkq @JanuaryFly Yes. Baker Bros owns roughly 50% of the company in pre-funded Warrants but they are self sued in this case as they are also directors of the company and part of the IPO process"
X Link 2024-08-07T08:27Z [----] followers, [--] engagements

"@Michaelrose102 @ErikOtto2 I have a decent position. Could be a $PIRS like merger with a good CVR for old assets. Always a little gamble in these stocks"
X Link 2024-08-12T21:49Z [----] followers, [---] engagements

"Further buys today from ADAR1 at $PIRS. Institutionals are coming in for the CVR. $PIRS new ownership filings helping us grinding higher. +6% in this market. Wow what a year :) $PIRS new ownership filings helping us grinding higher. +6% in this market. Wow what a year :)"
X Link 2024-08-12T22:52Z [----] followers, [----] engagements

"Volume the last days was huge for $PIRS float. I am sure there will be other filings the next days from other investors. I think the stock could be woth [--] [---] US$ at the merger closing based on $PIRS price pre announcement + merger financing. Further buys today from ADAR1 at $PIRS. Institutionals are coming in for the CVR. https://t.co/DQTaQUx8AC Further buys today from ADAR1 at $PIRS. Institutionals are coming in for the CVR. https://t.co/DQTaQUx8AC"
X Link 2024-08-13T13:32Z [----] followers, [----] engagements

"People telling me its important what Blackrock State Street or Vanguard is doing in my stocks. Please guys these are ETF provider. They only buy shares based on their respective index membership and vice versa. In opposite these providers give you a lot entry/exit liquidity"
X Link 2024-08-15T11:55Z [----] followers, [---] engagements

"Swiped through the PIRS merger docs and holy there were some good bids in the process. Some parties were willing to pay some price for this legacy assets from $PIRS"
X Link 2024-08-16T18:08Z [----] followers, [----] engagements

"On the other hand there probably would have been some decent financiers in their back if they were ready to pay like [--] mio. US$ for Avexitide with their recent balance sheet. So probably strategic alternatives are a good shot here"
X Link 2024-08-16T18:10Z [----] followers, [---] engagements

"$ABIO right now: Declares Special dividend estimated to be $1.59 per share"
X Link 2024-08-16T20:16Z [----] followers, [---] engagements

"$PIRS stock is going and going. Obviously some people start reading the deal details. Swiped through the PIRS merger docs and holy there were some good bids in the process. Some parties were willing to pay some price for this legacy assets from $PIRS https://t.co/SbetO1qce7 Swiped through the PIRS merger docs and holy there were some good bids in the process. Some parties were willing to pay some price for this legacy assets from $PIRS https://t.co/SbetO1qce7"
X Link 2024-08-22T13:49Z [----] followers, [----] engagements

"No matter what $NDX or $SPX are doing in short term - I still think that an environement with falling rates and a big LOE situation at big pharma is a best case scenario for $XBI"
X Link 2024-08-23T16:21Z [----] followers, [----] engagements

"I am not the only one bullish for Bios. Janus Henderson is sharing my vision for the next [--] months after the first rate cuts. H/t @BioStocks https://fundselectorasia.com/janus-henderson-only-a-matter-of-time-before-biotech-outperforms/ No matter what $NDX or $SPX are doing in short term - I still think that an environement with falling rates and a big LOE situation at big pharma is a best case scenario for $XBI. https://fundselectorasia.com/janus-henderson-only-a-matter-of-time-before-biotech-outperforms/ No matter what $NDX or $SPX are doing in short term - I still think that an"
X Link 2024-08-25T20:21Z [----] followers, [----] engagements

"$GLTO with interesting pipeline assets and some cash in an clean shell looking for strategic alternatives. Could be an interesting reverse merger + CVR for clinical asset at [--] mio. mcap right now. Announced today 1:25 RS as of Friday. Afterwards [--] mio shares outstanding - lol"
X Link 2024-08-28T13:11Z [----] followers, [----] engagements

"@ErikOtto2 Since when is a CFO leaving negative for an m&a or reverse merger case In nearly all of the last reverse mergers did the CFO leave prior to merger announcement. Sorry to hear you exited but can not quite understand your reasons to be honest"
X Link 2024-08-29T19:51Z [----] followers, [---] engagements

"@zohmbastic "as well as a strategic investment from a large public biotechnology company" Will be interesting to see who that is"
X Link 2024-09-03T20:24Z [----] followers, [---] engagements

"$SMMT [--] billion market cap - $TIL negative EV with early stage bispecific"
X Link 2024-09-09T14:23Z [----] followers, [----] engagements

"@Alphainvestoor @AaronRosenblum5 @ArbStocktipster Yes I would understand it that way. It will be interesting what $ANIP is answering here. Maybe there is a chance that this will close faster than we think"
X Link 2024-09-10T16:03Z [----] followers, [----] engagements

"Wild $ALIM case resolved in [--] minutes LOL @Alphainvestoor @AaronRosenblum5 @ArbStocktipster Yes I would understand it that way. It will be interesting what $ANIP is answering here. Maybe there is a chance that this will close faster than we think @Alphainvestoor @AaronRosenblum5 @ArbStocktipster Yes I would understand it that way. It will be interesting what $ANIP is answering here. Maybe there is a chance that this will close faster than we think"
X Link 2024-09-10T18:36Z [----] followers, [----] engagements

"$ANIP and $ALIM today jointly announced that they have scheduled the closing of their transaction pursuant to the companies' previously announced Merger Agreement for before the market opens on Monday September [--] [----]. You heard it here first ;) @Avaritia2011 @Alphainvestoor @AaronRosenblum5 @ArbStocktipster What a wild one Should move back up. Probably some uncertainty in it but I think that will be resolved. Itdoes not sound like someone want to step back from the deal. @Avaritia2011 @Alphainvestoor @AaronRosenblum5 @ArbStocktipster What a wild one Should move back up. Probably some"
X Link 2024-09-11T11:07Z [----] followers, [----] engagements

"I don't know what to say here. They have a mee too from an asset $SMMT is going parabolic on and $TIL goes with them. @Lord_of_Biotech I bought some after your tweet back when it was at $10 other than the AstraZeneca lease was there any other news @Lord_of_Biotech I bought some after your tweet back when it was at $10 other than the AstraZeneca lease was there any other news"
X Link 2024-09-13T16:13Z [----] followers, [----] engagements

"@LTbioinvestor @GTradeNYC The fun thing is that roughly 1/3 of their market cap is still covered by their balance sheet surreal"
X Link 2024-09-15T10:25Z [----] followers, [---] engagements

"@somecuriousgirl Sanofi invests in non-voting preferred stocks from $VTYX which are not saleable. They need to convert these shares into common shares to sell their shares. That is "as converted""
X Link 2024-09-23T15:50Z [----] followers, [---] engagements

"So with $ELYM $AMGN CD-19 hype in autoimmune disease is there some hype coming to $ATRA for their CD-19 research as well Yes its an different approach but some validation from institutional investors in the last months as well"
X Link 2024-09-25T13:06Z [----] followers, [----] engagements

"$TECX +50% in the last days gaining traction on phase 1a data for their RXFP1-Agonist. Next clinical data summer [----] Beautiful chart here. Reminder: Thats Ex-$AVRO. Was a good deal for getting the CVR for free in the merger deal and now the $TECX gains as well Interesting for $TECX (GPCR) also interesting that $LLY is building a whole radiotherapeutica business. Also the next deal in radiotherapeutica. This sector is damn hot: $CATX $CLRB $LNTH Interesting for $TECX (GPCR) also interesting that $LLY is building a whole radiotherapeutica business. Also the next deal in radiotherapeutica. This"
X Link 2024-09-25T15:20Z [----] followers, [----] engagements

"@LTbioinvestor I think you can not complain about your year to date performance as far as I know your investments ;)"
X Link 2024-09-25T16:11Z [----] followers, [---] engagements

"@BiotechSacred Do you have some more inside into their patent situation I find it difficult to assume when their patent expiration is reached. Is it enough if their first patent in [----] will expire Other sources claim [----] as they have multiple composition patents for Fyarro"
X Link 2024-10-09T09:26Z [----] followers, [---] engagements

"$IMVT $ROIV Oppenheimer reiterated coverage of Immunovant Sciences with a rating of Outperform and set a new price target of $53.00 from $47.00 previously"
X Link 2024-10-09T12:43Z [----] followers, [----] engagements

"@BPharmCatalyst Youre aware that Tang submitted a buyout proposal for $KZR in this 13D arent you"
X Link 2024-10-09T12:44Z [----] followers, [---] engagements

"@LTbioinvestor What about $HLVX or $SEER"
X Link 2024-10-09T15:18Z [----] followers, [---] engagements

"@LTbioinvestor Stifel said that before the new president is known no big pharma will make a buyout as the FTC right now is unreliable and the thinking is that they can wait some months longer if this reduces their risk at the end"
X Link 2024-10-10T12:04Z [----] followers, [---] engagements

"How big is the chance that todays CPI data was a clearing event after yields pushed much higher last days"
X Link 2024-10-10T14:11Z [----] followers, [---] engagements

"@ideahive @AndrewRangeley @ragingbullcap @InvestSpecial @joinyellowbrick Thanks @ideahive Very kind of you"
X Link 2024-10-16T09:00Z [----] followers, [---] engagements

"$CYTK Was that already known I thought beginning of Q4"
X Link 2024-10-16T11:31Z [----] followers, [----] engagements

"$BBIO - Scotiabank initiates Coverage on $BBIO with Sector Outperform Rating and 44$ Price target"
X Link 2024-10-16T15:24Z [----] followers, [----] engagements

"@TheATGCSeeker $ACHL officially announced SA $SPRB maybe after data in Q4. $KRON will not look for SA right now"
X Link 2024-10-22T14:23Z [----] followers, [---] engagements

"I can understand the bearish arguments in the recent days for biotechs but how far should yields move up Every federal reserve banker supported further lowering of interest rates in the next quarters. At some point the upside is capped for rates (prob. 4.3/4% for 10Y)"
X Link 2024-10-22T14:52Z [----] followers, [----] engagements

"Next PD-1/VEGF deal - Makes roughly [---] mio. US$ market cap at [----] US$ $GLYC - There are some crazy numbers around for this stuff. What does that say about $TIL $SMMT $BNTX"
X Link 2024-10-29T11:11Z [----] followers, [----] engagements

"$EQ - thats not good for you. Ono Pharma did not exercise their purchase option for itolizumab. Published this morning"
X Link 2024-10-31T08:45Z [----] followers, [----] engagements

"$OMIC Deerfield with a new buyout proposal. [--] US$ wow"
X Link 2024-11-02T00:01Z [----] followers, [----] engagements

"@richtrades100 Thats my investing principle. Specialize on play you understand"
X Link 2024-11-04T11:19Z [----] followers, [---] engagements

"$RPRX - nice growth. Also bought roughly [--] mio. shares back in Q3 2024"
X Link 2024-11-06T12:22Z [----] followers, [----] engagements

"$EPIX - Tang Capital with 9.7% ownership filing as well 13D filing and want to have discussions with management about an acquisition. I love it if a plan works out in some days :) https://www.sec.gov/Archives/edgar/data/1232621/000121465924018630/e117241sc13d.htm $EPIX - BML with 9.4% new ownership. He shares a lot of my stocks. He was also big in $ACRS with me. https://t.co/oinofgoFdd https://www.sec.gov/Archives/edgar/data/1232621/000121465924018630/e117241sc13d.htm $EPIX - BML with 9.4% new ownership. He shares a lot of my stocks. He was also big in $ACRS with me. https://t.co/oinofgoFdd"
X Link 2024-11-08T22:00Z [----] followers, [----] engagements

"@Biohazard3737 So super bullish for $RPRX and $PRTC. Even $PRTCs Seaport entity now more interesting"
X Link 2024-11-11T14:18Z [----] followers, [---] engagements

"$PULM going parabolic today after reverse merger with Cullgen. $PULM paying all money over [---] mio. US$ plus cash from sold assets to $PULM shareholders as of closing. In best case you get the whole reverse merger nearly free. Merger partner already got lots of investors money. $PULM interesting last few weeks especially since $PIRS merger. Got some volume and price increase. Maybe time again for micro cap mergers. $PULM interesting last few weeks especially since $PIRS merger. Got some volume and price increase. Maybe time again for micro cap mergers"
X Link 2024-11-13T15:08Z [----] followers, [----] engagements

"People laughed about me when I said that the PD1/VEGF investment from $TIL could be an absolute gamechanger and said $MRK R&D people laughed about the data from $SMMT. Now $MRK invest in PD1/VEGF as well LOL What better validation do you want to have https://www.businesswire.com/news/home/20241114297701/en/ https://www.businesswire.com/news/home/20241114297701/en/"
X Link 2024-11-14T11:54Z [----] followers, [----] engagements

"And what does this say about a stock like $TIL I only have 10% of my initial position left but $MRK pays [---] mio. US$ upfront plus multi billion in potential milestones. When will they come for $TIL"
X Link 2024-11-14T11:55Z [----] followers, [----] engagements

"@sthode9 @PirateWaffle @TheATGCSeeker They are like one year to late. They could have closed the doors much earlier. Every data release was a mess for them. Now they need to reduce burn super fast to be interesting"
X Link 2024-11-14T12:48Z [----] followers, [---] engagements

"$PULM now +300% since yesterday. $PULM now +150% since yesterday morning $PULM now +150% since yesterday morning"
X Link 2024-11-14T15:46Z [----] followers, [----] engagements

"@lyra_harper_ If the R&D tax credits are hard cash then the company has significantly larger cash reserves than previously assumed which makes $ACHL more attractive as a merger shell for external partners"
X Link 2024-11-18T09:14Z [----] followers, [---] engagements

"$XBI Complete lack of interest in biotechs right now. Empty bids and some discouraged sellers move prives where they want to have them. Especially many small cap stocks get pushed through the air"
X Link 2024-11-18T18:47Z [----] followers, [----] engagements

"$CYTK I really like their royalty range in the $BAYN.GY deal ranging from high teens to low thirty percent of sales plus upfront and milestones. $CYTK & $BAYN.GY $BAYRY Cytokinetics and Bayer Announce Exclusive Licensing Collaboration for Aficamten in Japan 70mm upfront https://t.co/WJtpjLSEuW $CYTK & $BAYN.GY $BAYRY Cytokinetics and Bayer Announce Exclusive Licensing Collaboration for Aficamten in Japan 70mm upfront https://t.co/WJtpjLSEuW"
X Link 2024-11-19T11:16Z [----] followers, [----] engagements

"Is this not the absolute worst case for crypto miner Why should I buy miners with a lot ofATM and operational risk for the strategy to leverage cryptos if I could simply buy BTC options $IBIT $RIOT $MARA #BITCOIN ETF OPTIONS TRADING WILL START TUESDAY Options trading will begin on Tuesday on the $42 billion iShares Bitcoin Trust $IBIT the largest of the Bitcoin exchange-traded funds a Nasdaq spokesperson confirmed to Barrons late Monday. The move offers a new way to trade #BITCOIN ETF OPTIONS TRADING WILL START TUESDAY Options trading will begin on Tuesday on the $42 billion iShares Bitcoin"
X Link 2024-11-19T14:42Z [----] followers, [----] engagements

"So the company $VNDA is undervalued in these offers according to the board of directors. Okay got it But why are you selling shares then massively below the offered prices This BoD and C-level is a joke. No position here but I will follow that till the end Lol $VNDA this saga is never ending. This management and board is so deeply acting against shareholder thats unreal. https://t.co/zRnXwM8H1V $VNDA this saga is never ending. This management and board is so deeply acting against shareholder thats unreal. https://t.co/zRnXwM8H1V"
X Link 2024-11-19T15:27Z [----] followers, [----] engagements

"@Biotech_Passion @lyra_harper_ This will take 6-9 months from announcement"
X Link 2024-11-25T19:23Z [----] followers, [--] engagements

"@PirateWaffle I think you are to optimistic in your cash reductions and they will not liquidate as Bischofsberger as well as the new CEO have transaction bonus. Furthermore i do not think they will get any money out of Genentech. I assume net cash at [----] US$ in summer [----] with higher burn"
X Link 2024-11-27T16:38Z [----] followers, [---] engagements

"@PirateWaffle @obelixcapital Man I only invest in strategic alternative plays. Everybody here knows that ;) If I can invest at [----] US$ with a big margin of safety to my calcluated base case net cash end of Q2 of [----] US$ thats a good investment for me. Its more important what the merger terms are at the end"
X Link 2024-11-27T17:00Z [----] followers, [---] engagements

"@PirateWaffle @obelixcapital If the final merger includes a PIPE or some other stuff like a special dividend to $KRON investors the stock can really to [----] or more. No problem. Just fine for me"
X Link 2024-11-27T17:01Z [----] followers, [---] engagements

"$PTCT Enters into a Global License and Collaboration Agreement with Novartis for PTC518 Huntington's Disease Program PTC to receive $1.0B in cash at closing PTC is eligible to receive up to $1.9B in development regulatory and sales milestones PTC to share profits in the U.S. and tiered double-digit royalties on ex-U.S. net sales https://www.prnewswire.com/news-releases/ptc-therapeutics-enters-into-a-global-license-and-collaboration-agreement-with-novartis-for-ptc518-huntingtons-disease-program-302319374.html"
X Link 2024-12-02T12:04Z [----] followers, [---] engagements

"$SNTi Senti Biosciences Inc. Announces Oversubscribed $37.6 Million Private Placement Equity Financing"
X Link 2024-12-02T12:26Z [----] followers, [---] engagements

"$RLMD Reports That Data Monitoring Committee (DMC) Assessment Indicates That the Phase [--] Reliance II Trial is Futile at its Interim Analysis and is Unlikely to Meet the Primary Efficacy Endpoint with Statistical Significance - Fail Relmada to continue to focus on the development of REL-P11 for metabolic disease Cash only until Q1 [----]. Seems a little bit hopeless here. I have no position but company still trades at [--] mio. US$ market cap"
X Link 2024-12-04T13:22Z [----] followers, [----] engagements

"$HLVX now with a complete ceasing of nearly all of operations. I think merger is near. Maybe some offer from Tang as well as he is also involved with a position. $HLVX https://t.co/muAnW6kd46 Tang Capital Partners known for Activism in small cap biotechs opened a new 9.5% ownership position in $HLVX. I think liquidation offer is incoming. Nice Play already since entry around 1.50$ $HLVX https://t.co/muAnW6kd46 Tang Capital Partners known for Activism in small cap biotechs opened a new 9.5% ownership position in $HLVX. I think liquidation offer is incoming. Nice Play already since entry around"
X Link 2024-12-06T12:20Z [----] followers, [----] engagements

"$SYRS looks like the company is done. Why is the share price still that high They released all employees $SYRS thats interesting here https://t.co/BN5JNbKPPk $SYRS thats interesting here https://t.co/BN5JNbKPPk"
X Link 2024-12-06T12:33Z [----] followers, [----] engagements

"It was so easy $VTYX $VTYX [--] Mio. US$ insider buy from CEO. Nice one https://t.co/Q2pXZOWToO $VTYX [--] Mio. US$ insider buy from CEO. Nice one https://t.co/Q2pXZOWToO"
X Link 2024-12-06T15:36Z [----] followers, [----] engagements

"$CRDF Nice spider plot here. Maybe SOC with one more response but also 30mg Onvansertib + SOC with [--] possible future partial response https://www.globenewswire.com/news-release/2024/12/10/2994304/0/en/Cardiff-Oncology-Announces-Positive-Initial-Data-from-First-line-RAS-mutated-mCRC-Clinical-Trial.html https://www.globenewswire.com/news-release/2024/12/10/2994304/0/en/Cardiff-Oncology-Announces-Positive-Initial-Data-from-First-line-RAS-mutated-mCRC-Clinical-Trial.html"
X Link 2024-12-10T11:39Z [----] followers, [----] engagements

"@Biohazard3737 Bad outcome for $CLRB but on recent levels this seems to be a good shot at goal. [--] Mio. market cap for a outlicense play and early pipeline in radiotherapeutics Money is their problem but the asset in other hands can be valuable"
X Link 2024-12-10T23:10Z [----] followers, [----] engagements

"@BertrandBio That should be out of the cooperation with $BOLT I assume"
X Link 2024-12-12T10:32Z [----] followers, [---] engagements

"@adar170 $BOLD restructuring"
X Link 2024-12-12T21:02Z [----] followers, [---] engagements

"$BBIO with positive EMA CHMP-opinion"
X Link 2024-12-13T11:54Z [----] followers, [----] engagements

"Its so wild that some of the most discussed deals get through without any opposition but others are a clear red flag. 🚩 $NVO $NVO $LLY The big bad FTC let this go through without a hitch Ironically with all the isolationist and anti pharma rhetoric i think the next admin would have held this up $NVO $LLY The big bad FTC let this go through without a hitch Ironically with all the isolationist and anti pharma rhetoric i think the next admin would have held this up"
X Link 2024-12-14T10:30Z [----] followers, [----] engagements

"@monaco_biotech Sold the most above 0.34"
X Link 2024-12-18T12:41Z [----] followers, [---] engagements

"Finally a reason to sell off the $XBI :) dots spike: [----] - 3.875% up 50bps from prior 3.375% [----] - 3.375% up 50bps from prior 2.875% [----] - 3.125% up 25bps from prior 2.875% Longer-run - 3.000% up 12.5bps from prior 2.875% dots spike: [----] - 3.875% up 50bps from prior 3.375% [----] - 3.375% up 50bps from prior 2.875% [----] - 3.125% up 25bps from prior 2.875% Longer-run - 3.000% up 12.5bps from prior 2.875%"
X Link 2024-12-18T19:07Z [----] followers, [----] engagements

"@Maximus_Holla Its early maybe read again the press release ;) One cvr which pays out maximum 4$"
X Link 2024-12-19T09:14Z [----] followers, [---] engagements

"$AVIR now with two activists engaged in discussions with the board. Both are quite angry against the independant director who sold shares 50% below net-cash. Interesting situation. $AVIR already engaged a strategic advisor to search for partnership opportunities for their hepatitis asset"
X Link 2024-12-19T16:22Z [----] followers, [----] engagements

"$CYTK if you can not get $CYTK directly you buy their out-licensed china-rights from their china-partner. $SNY buys china rights for aficamten from CORXEL. $CYTK deal structure remains the same. https://ir.cytokinetics.com/news-releases/news-release-details/cytokinetics-announces-sanofi-acquired-rights-develop-and https://ir.cytokinetics.com/news-releases/news-release-details/cytokinetics-announces-sanofi-acquired-rights-develop-and"
X Link 2024-12-20T10:54Z [----] followers, [----] engagements

"Everyone is interested in $CYTK. $NVS wanted to acquire the entire company. Bayer secured the rights for Japan. $SNY is buying the China rights from the current China partner. When will the market realize that every major pharmaceutical company wants a piece of the aficamten pie $CYTK if you can not get $CYTK directly you buy their out-licensed china-rights from their china-partner. $SNY buys china rights for aficamten from CORXEL. $CYTK deal structure remains the same. https://t.co/Kh2cTRhBY2 $CYTK if you can not get $CYTK directly you buy their out-licensed china-rights from their"
X Link 2024-12-20T11:53Z [----] followers, [----] engagements

"@PirateWaffle $KRON received nothing. Agreement terminated and release of all claims"
X Link 2024-12-27T11:14Z [----] followers, [---] engagements

"$TRAW with [--] mio. US$ financing at roughly [--] US$ per share Lol"
X Link 2024-12-30T13:05Z [----] followers, [----] engagements

"$LYRA with some huge push the last days. Phase [--] readout probably end of Q1 [----]. 20% Perceptive stake. Just [--] mio. US$ market cap"
X Link 2024-12-31T10:57Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Lord_of_Biotech
/creator/twitter::Lord_of_Biotech