#  @MACROVET888 MACROVET MACROVET posts on X about $espr, $xbi, japan, espr the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1903863080150310912/interactions)  - [--] Week [------] +105% - [--] Month [------] +83% - [--] Months [-------] +454% ### Mentions: [--] [#](/creator/twitter::1903863080150310912/posts_active)  - [--] Month [---] -23% - [--] Months [---] +274% ### Followers: [---] [#](/creator/twitter::1903863080150310912/followers)  - [--] Week [---] +4.80% - [--] Month [---] +24% - [--] Months [---] +77% ### CreatorRank: [-------] [#](/creator/twitter::1903863080150310912/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [currencies](/list/currencies) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [luxury brands](/list/luxury-brands) [exchanges](/list/exchanges) **Social topic influence** [$espr](/topic/$espr) #1, [$xbi](/topic/$xbi), [japan](/topic/japan), [espr](/topic/espr), [$abvx](/topic/$abvx) #2, [$4578t](/topic/$4578t) #47, [$4768t](/topic/$4768t) #47, [breakout](/topic/breakout) #910, [in the](/topic/in-the), [growth](/topic/growth) **Top accounts mentioned or mentioned by** [@brinkswealth10](/creator/undefined) [@bbrc424864bbrc](/creator/undefined) [@marketswithmay](/creator/undefined) [@bogachan1971](/creator/undefined) [@midlifegrinch](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@dariocpx](/creator/undefined) [@andriimart1](/creator/undefined) [@blueeeejay](/creator/undefined) [@rumourbuyouts](/creator/undefined) [@onechancefreedm](/creator/undefined) [@jackman724444](/creator/undefined) [@yieldsearcher](/creator/undefined) [@andrearilli](/creator/undefined) [@edenrahim](/creator/undefined) [@bioinvestor24](/creator/undefined) [@phoenix3million](/creator/undefined) [@bosstrading0](/creator/undefined) [@saintequitie](/creator/undefined) [@scottnewdawn](/creator/undefined) **Top assets mentioned** [Abivax SA (ABVX)](/topic/$abvx) [Alibaba Group (BABA)](/topic/$baba) [Sanofi (SNY)](/topic/sanofi) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Novartis AG (NVS)](/topic/novartis) [SPX6900 (SPX)](/topic/$spx) [Bitcoin (BTC)](/topic/$btc) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [GitLab Inc. (GTLB)](/topic/$gtlb) [Tempus AI, Inc. (TEM)](/topic/$tem) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Southern Copper Corporation (SCCO)](/topic/$scco) [Toast, Inc. (TOST)](/topic/$tost) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Spacemesh (SMH)](/topic/$smh) [Merck & Co., Inc. (MRK)](/topic/$mrk) ### Top Social Posts Top posts by engagements in the last [--] hours "@rumourbuyouts huge options volume across expiry on $1 and $1.5 on $ESPR before a weekend and GS conf . on monday. seems news or a buyout around the corner" [X Link](https://x.com/MACROVET888/status/1931087581875249412) 2025-06-06T20:35Z [--] followers, [---] engagements "@Brinkswealth10 agreed but i dont think it will be listed in [----]. should be bought before profitability and before big royalty payment Daiichi first makes sense but AMGEN and PFIZER . When bid starts 2nd offer will come" [X Link](https://x.com/MACROVET888/status/1931284768907198775) 2025-06-07T09:39Z [--] followers, [--] engagements "@Brinkswealth10 I do not think $ESPR will be independent in 2yrs .MRK or daiichi will not wait that long.it is a matter of price" [X Link](https://x.com/MACROVET888/status/1932468795060195773) 2025-06-10T16:03Z [--] followers, [----] engagements "#COPPER #HG #COPPER #HG Copper consolidation near end. Pullback on recent downtrend next [----] then [----]. Attractive RR. Long here" [X Link](https://x.com/MACROVET888/status/1935006481570492489) 2025-06-17T16:07Z [--] followers, [---] engagements "we hit [----] once the break with the Fomc TONIGHT" [X Link](https://x.com/MACROVET888/status/1935350108239052832) 2025-06-18T14:53Z [--] followers, [--] engagements "@TheWestonEXP @Maximus_Holla The FOMC powell dovish with hawkish dots.hahah" [X Link](https://x.com/MACROVET888/status/1935356767812337928) 2025-06-18T15:19Z [--] followers, [--] engagements "$XAUUSD $XAGUSD #GOLD $SILVER PAX GoldPAXG $3442.63 asset-backed token back by 1oz of Gold in LBMA Vault. vs. $3368 Friday close. Seems Gold and Silver should open up in Asia. For silver with the recent pullback expect shorts to run to cover" [X Link](https://x.com/MACROVET888/status/1936892544689819836) 2025-06-22T21:02Z [--] followers, [---] engagements "#HG $COPPER #COPPER $SCCO Copper is new oil. As previous mentioned [----] is key to open 5+ on copper. SCCO ready to breakout above 97.5.102.65 then [---] . reminder post [--] June long copper short gold" [X Link](https://x.com/MACROVET888/status/1937846475746087234) 2025-06-25T12:12Z [---] followers, [---] engagements "@TQuestMind Copper stocks ready to breakout.ETF COPX or FCX and SCCO for quality" [X Link](https://x.com/MACROVET888/status/1937846956774101003) 2025-06-25T12:14Z [--] followers, [--] engagements "@hellostakept I am not worried about competition with triple combo . And Daiichi is doing a great job outside the U.S . I don't even understand why they don't buy them. It does not make sense" [X Link](https://x.com/MACROVET888/status/1937940403413467593) 2025-06-25T18:26Z [---] followers, [---] engagements "@DarioCpx $cpool You think CPOOL is a good LT buy. I agree with many of your articles as macro investor and tend to agree with you that a bigger bubble is brewing for the altcoins market.never touch anything ready to put some peanuts to try " [X Link](https://x.com/MACROVET888/status/1938183790280798701) 2025-06-26T10:33Z [--] followers, [--] engagements "$ESPR https://x.com/i/grok/share/zBtGnc923L9Xi1pgnBr7SvA2r https://x.com/i/grok/share/zBtGnc923L9Xi1pgnBr7SvA2r" [X Link](https://x.com/MACROVET888/status/1940085496425730146) 2025-07-01T16:30Z [---] followers, [---] engagements "@PantheonMacro @Economist_Lam let's see. HKD way overvalued with deflationary pressure in PRC" [X Link](https://x.com/MACROVET888/status/1941179906714632326) 2025-07-04T16:58Z [---] followers, [--] engagements "$ESPR The Companys partner in Japan Otsuka Pharmaceutical Co. Ltd. is on track for expected approval and National Health Insurance pricing in the second half of [----]. And Japan PMDA has considerably lower time for drugs approval from [--] months to roughly [---] months" [X Link](https://x.com/MACROVET888/status/1942961166889738527) 2025-07-09T14:56Z [---] followers, [---] engagements "@snorlax_uw $NNE $TOST $OKLO $BABA $BIDU" [X Link](https://x.com/MACROVET888/status/1943656828069388691) 2025-07-11T13:01Z [---] followers, [---] engagements "@snorlax_uw AND $goog with a good technical setup. thx" [X Link](https://x.com/MACROVET888/status/1943656958680031547) 2025-07-11T13:01Z [---] followers, [--] engagements "@ChesapeakeMacro with tariffs pressure and mess. $TOST is buy domestic and healthy balance sheet. rich yes.but it is quality" [X Link](https://x.com/MACROVET888/status/1943668066753102257) 2025-07-11T13:45Z [---] followers, [--] engagements "$GOOG $GOOGL initiation of a position on Alphabet.cheaper of the Big Tech. Growth at reasonable price. Near resistance seen at $182.45.and the huge gap area is a target for the summer. [---] first" [X Link](https://x.com/MACROVET888/status/1943698839942181283) 2025-07-11T15:48Z [---] followers, [--] engagements "@LizAnnSonders seems a repeat of July [----] with CPI and retail sales.and a huge move in [--] weeks on the R2K.Let's see" [X Link](https://x.com/MACROVET888/status/1944813420189974584) 2025-07-14T17:37Z [---] followers, [--] engagements "@ItsAmeKaaay @ShaunTrades_ yes by the end of 3Q2025" [X Link](https://x.com/MACROVET888/status/1944896932482093225) 2025-07-14T23:08Z [---] followers, [--] engagements "Retail sales this week .something to meditate.some weakness despite probably strong gas sale last month" [X Link](https://x.com/MACROVET888/status/1945110747916259802) 2025-07-15T13:18Z [---] followers, [--] engagements "$TOST .congestion about to end.a sharp move up is expected with a close above $45.25" [X Link](https://x.com/MACROVET888/status/1945137440907210797) 2025-07-15T15:04Z [---] followers, [--] engagements "@Brinkswealth10 Daiichi Eps July 30th then ESPR EPS .mid August. Make or break is coming" [X Link](https://x.com/MACROVET888/status/1945228789908168848) 2025-07-15T21:07Z [---] followers, [--] engagements "@DarioCpx The PEG will not hold despite repeated interventions. Timing is hard maybe [----] but with the raging deflation on the HK property and sluggish growth. HKD is highly overvalued.I have been there for 20yr" [X Link](https://x.com/MACROVET888/status/1945408360624386451) 2025-07-16T09:01Z [---] followers, [--] engagements "$xagusd #xagusd $silver Silver pullback from resistance and retr. 50% .the metal should start to grind higher and test [-----] .above we can expect further upside with 39.80/40" [X Link](https://x.com/MACROVET888/status/1945423837320851645) 2025-07-16T10:02Z [---] followers, [---] engagements "@snorlax_uw $GOOG and $TOST" [X Link](https://x.com/MACROVET888/status/1945469006166585439) 2025-07-16T13:02Z [---] followers, [---] engagements "@yieldsearcher cheap energy is key and deflation is coming sooner than thoughts Inflation later in [----] 2027" [X Link](https://x.com/MACROVET888/status/1945476407515111701) 2025-07-16T13:31Z [---] followers, [--] engagements "$rut $iwm #russell2000 record short on fut. interest rate about to go lower. Rotation into Russell [----] makes sense here. A similar situation July [----] .stay tuned" [X Link](https://x.com/MACROVET888/status/1945483591883870471) 2025-07-16T14:00Z [---] followers, [--] engagements "@zoomyzoomm $bidu is ridiculously cheap even double the current price is still cheap accumulating for the awakening" [X Link](https://x.com/MACROVET888/status/1945486629067423951) 2025-07-16T14:12Z [---] followers, [---] engagements "@dirtygreenpaper @Luce_On_TSLA will not last for long too cheap to ignore long $bidu $baba $nio $fxi" [X Link](https://x.com/MACROVET888/status/1945570046069166155) 2025-07-16T19:43Z [---] followers, [---] engagements "@Spyglassflow Massive trade for OPEX Week July PM [----] Call customer sells 9.7k to buy 19.4k of the July 25th [----] Call net [---] are you aware" [X Link](https://x.com/MACROVET888/status/1945576636960698520) 2025-07-16T20:09Z [---] followers, [--] engagements "@yieldsearcher Not sure about strong NFP .The drop in the UE rate was the result of a +93K in employed workers offset by a decline in the civilian labor force to 173380K from 170510K and a drop in the number of unemployed workers from 7237K to 7015K" [X Link](https://x.com/MACROVET888/status/1945582169922974125) 2025-07-16T20:31Z [---] followers, [--] engagements "#Russell2000 $RUT $IWM A big rotation is coming driven by lower Interest rates (10yr) and most net short Russell [----] futures since mid-2024.the recent consolidation ended today. And we can expect further upside very soon above 2300" [X Link](https://x.com/MACROVET888/status/1945605624378560683) 2025-07-16T22:05Z [---] followers, [---] engagements "$espr If we want a mess for for the expiry tomorrow let's crush 1.50$πππππ€ " [X Link](https://x.com/MACROVET888/status/1945864614794674558) 2025-07-17T15:14Z [---] followers, [---] engagements "@OptionsRule agreed . this is unbelievable we are at 87$ .buyback aggressively here should be the company strategy" [X Link](https://x.com/MACROVET888/status/1945882241579504118) 2025-07-17T16:24Z [---] followers, [--] engagements "@planert41 $bsy Siemens maybe .because Schneider buying minority interest in India . In any case we go much higher great schneider eps today" [X Link](https://x.com/MACROVET888/status/1945889084896948227) 2025-07-17T16:51Z [---] followers, [--] engagements "@planert41 could be siemens but agreed schneider today bought its India unit minority stake from Temasek" [X Link](https://x.com/MACROVET888/status/1945955013928329479) 2025-07-17T21:13Z [---] followers, [--] engagements "@Bogachan_1971 with BoE cuts coming it seems. It is going to be interesting august and September " [X Link](https://x.com/MACROVET888/status/1945958068719698395) 2025-07-17T21:25Z [---] followers, [--] engagements "@planert41 indeed very disturbing. Siemens will release 3Q FY [--] EPS Aug [--]. SIE holds a minority stake in Bentley ( in [----] for $76 million) and has a strategic alliance expanded in [----] for joint investments. Siemens also has a right to bid if Bentley explores deals with other buyers" [X Link](https://x.com/MACROVET888/status/1946512530295190005) 2025-07-19T10:08Z [---] followers, [--] engagements "@mr_BobRice @great_martis I worry about deflation first then inflation in 2026/2027" [X Link](https://x.com/MACROVET888/status/1946525200805171551) 2025-07-19T10:59Z [---] followers, [--] engagements "$bidu Something brewing here and a Chinese Tech that deserves a big re-rating. $116 and $120 coming. More info go @zoomyzoomm.with great metrics. Anyway : "The Longer the Base the Higher in Space"ππ" [X Link](https://x.com/MACROVET888/status/1947302652708077932) 2025-07-21T14:28Z [---] followers, [---] engagements "$iwm $tna $rut #russell2000 rotation is starting and acceleration is coming for the russell [----] but above [----] expected quickly" [X Link](https://x.com/MACROVET888/status/1947675536870019569) 2025-07-22T15:10Z [---] followers, [--] engagements "@Bogachan_1971 Can't compete with the Chinese such as Baidu for Robotaxi.gap down below 300$ to start Thursday morning.just my thoughts" [X Link](https://x.com/MACROVET888/status/1947677640795595068) 2025-07-22T15:18Z [---] followers, [--] engagements "$bidu the close has to be stronger .to keep running $bidu Something brewing here and a Chinese Tech that deserves a big re-rating. $116 and $120 coming. More info go @zoomyzoomm.with great metrics. Anyway : "The Longer the Base the Higher in Space"ππ https://t.co/sCdEmj5x3Z $bidu Something brewing here and a Chinese Tech that deserves a big re-rating. $116 and $120 coming. More info go @zoomyzoomm.with great metrics. Anyway : "The Longer the Base the Higher in Space"ππ https://t.co/sCdEmj5x3Z" [X Link](https://x.com/MACROVET888/status/1947721134771679242) 2025-07-22T18:11Z [---] followers, [---] engagements "$ESPR if price can not even hold [----] in the last hour today.it is as usual fake news. we need fact Maybe a fat finger" [X Link](https://x.com/MACROVET888/status/1948444792964174256) 2025-07-24T18:06Z [---] followers, [---] engagements "@fpbegin only way connected to Otsuka is a combination with Tolvaptan which has a $1.5bn sales as generics are coming already" [X Link](https://x.com/MACROVET888/status/1948448798654554250) 2025-07-24T18:22Z [---] followers, [--] engagements "if a Buyout it should between $9 and $12 at this stage" [X Link](https://x.com/MACROVET888/status/1948449214750491107) 2025-07-24T18:24Z [---] followers, [--] engagements "@satirenoob Also the US/Japan deal can make an acquisition of ESPR attractive 32m shares traded 24m shorts covering before news.could be the convert trade from last December. If some BP bought this convertible bond" [X Link](https://x.com/MACROVET888/status/1948469436408631436) 2025-07-24T19:44Z [---] followers, [--] engagements "@lady0fcrypt0s DSE is already selling in Europe and is positioning itself to capture a minimum of 10% of the $19 billion annual global statin market with its triple-combination pill and bempedoic acid products. But Amgen can be an outsider" [X Link](https://x.com/MACROVET888/status/1949221985101181172) 2025-07-26T21:35Z [---] followers, [--] engagements "$XAGUSD #XAGUSD #SILVER I warned last Friday near the top of weakness to come. Indeed it came and now stronger USD and less uncertainties with trade deal. Uptrend in danger . It is just consolidation but can buy lower than chasing 37.20$ buyer" [X Link](https://x.com/MACROVET888/status/1949851882232397837) 2025-07-28T15:18Z [---] followers, [---] engagements "@zoomyzoomm AGREED but $bidu so weak again .waiting to close above 95" [X Link](https://x.com/MACROVET888/status/1949945201704726590) 2025-07-28T21:28Z [---] followers, [--] engagements "@Zac_Markovich so hard for $bidu need a close above $95" [X Link](https://x.com/MACROVET888/status/1949945571541713051) 2025-07-28T21:30Z [---] followers, [---] engagements "@i3_invest Seems it is going to happen as precious metals may take a dive soon. But I am a LT bull .the ratio will increase and pretty quickly i think" [X Link](https://x.com/MACROVET888/status/1950180550808916241) 2025-07-29T13:04Z [---] followers, [--] engagements "$bidu Shanghai has granted commercial Robotaxi and Robotruck licenses to eight companies allowing them to charge customers for driverless services across 2700km of routes throughout the city" [X Link](https://x.com/MACROVET888/status/1950188076602478790) 2025-07-29T13:34Z [---] followers, [---] engagements "$BIDU The licenses announced over the weekend at the World Artificial Intelligence Conference (WAIC) were issued to Baidu (NASDAQ:BIDU) PonyAI VW Mobility Jinjiang Mobility and four SAIC-linked companies" [X Link](https://x.com/MACROVET888/status/1950188129614278668) 2025-07-29T13:34Z [---] followers, [---] engagements "$ESPR For a good fit Novartis bought The Medicines Company for $9.7 billion to gain inclisiran an siRNA reducing LDL-C by 50% competing with BA sales: $500 million (2024). Liver: Develop tropifexor (FXR agonist) for NASH with PSC-relevant mechanisms (bile acid regulation)" [X Link](https://x.com/MACROVET888/status/1951059846578511880) 2025-07-31T23:18Z [---] followers, [---] engagements "other candidates Boehringer Ingelheim Merck Amgen and Gilead " [X Link](https://x.com/MACROVET888/status/1951060413015269585) 2025-07-31T23:20Z [---] followers, [--] engagements "$ESPR PSC Market: [-----] patients (U.S./Europe) offer a $500$700 million opportunity. Novartiss Orphan Drug experience (e.g. Zolgensma) supports fast-tracked development" [X Link](https://x.com/MACROVET888/status/1951061370608169433) 2025-07-31T23:24Z [---] followers, [---] engagements "@AndriiMart1 At both Needham and GS the Ceo talked about this axis of development and the opinion and numbers are mine. More you investigate the UK more you found Novartis' drug and potential in PSC with Novartis" [X Link](https://x.com/MACROVET888/status/1951216331149148549) 2025-08-01T09:39Z [---] followers, [--] engagements "$xagusd $xagusd $silver $xauusd.be ready for a big squeeze on metals with this disastrous NFP and big revisions. The Fed has no idea of what they are doing. When they said the labour market is solid $38 for a start for silver" [X Link](https://x.com/MACROVET888/status/1951262473853538766) 2025-08-01T12:43Z [---] followers, [---] engagements "$NFP It is not a solid labour market contrary to the Fed saying" [X Link](https://x.com/MACROVET888/status/1951266463932641620) 2025-08-01T12:59Z [---] followers, [---] engagements "$ESPR The Ceo has an opportunity to deliver for this ER he just needs to acknowledge growth momentum across geography and no dilution. Patent update Triple combo plan tech transfer update to DSE explaining path to profitability. Partner ACLY with BP like Novartis " [X Link](https://x.com/MACROVET888/status/1951287973787447741) 2025-08-01T14:24Z [---] followers, [---] engagements "@Bogachan_1971 AGREED we may have one more ATH before a September/October problem. Fed cut= equities down. I think rates will go down.anyway with 2yr here the Fed should already cut 50bps.warning is weak Banks and regionals" [X Link](https://x.com/MACROVET888/status/1951294257601355926) 2025-08-01T14:49Z [---] followers, [--] engagements "$espr our Salesforce by about [--] additional people with now a total of a [---] sales across the country. We also have five medical science liaisons as well as strategically placed. What we also did is we expanded most recently we went from six field reimbursement managers to 15" [X Link](https://x.com/MACROVET888/status/1951314032352215045) 2025-08-01T16:08Z [---] followers, [---] engagements "$espr Seladelpars PBC approval (2024) and Phase [--] PSC plans (20262027) leverage CymaBay acquisition. Seladelpar (PPAR agonist) is in Phase [--] for PSC (NCT04024813) targeting fibrosis through lipid metabolism. Preliminary data show ALP reduction and anti-fibrotic potential" [X Link](https://x.com/MACROVET888/status/1951953472489721921) 2025-08-03T10:29Z [---] followers, [---] engagements "$bsx Following better than expected results the stock is consolidating near ATH a big breakout above $107 is coming. For the current fiscal year ending in December analysts expect BSXs EPS to grow 18.7% to $2.98 on a diluted basis. Buy" [X Link](https://x.com/MACROVET888/status/1952402839742882050) 2025-08-04T16:14Z [---] followers, [---] engagements "$ESPR the chart and technical look great.no madness before ER i like that. lot of surprises and catalysts ahead $3.64 first and $7/8 for a buyout if rumour true.It seems a regulus repeat" [X Link](https://x.com/MACROVET888/status/1952417968555532322) 2025-08-04T17:14Z [---] followers, [---] engagements "$espr Short Interest History Settlement Date Short Interest Jul [--] [----] 22.10M Jun [--] [----] 24.03M Jun [--] [----] 24.11M May [--] [----] 26.34M May [--] [----] 27.95M" [X Link](https://x.com/MACROVET888/status/1952421559689162770) 2025-08-04T17:29Z [---] followers, [---] engagements "@Brinkswealth10 I would not be surprised if 4Q2025 show a tiny profit earlier than expected. They seem enough confident to manage consensus expectation. They said that total operating expenses will be between 215m-235m. It's about $154m for 1H25 Means there will be around $60m-$80m left for 2H25" [X Link](https://x.com/MACROVET888/status/1952718072323666018) 2025-08-05T13:07Z [---] followers, [---] engagements "@AndriiMart1 @rumourbuyouts seriously no for PFE but the Japanese (DS/OTSUKA) are serious candidate or for me Gilead or Novartis are very good candidate. I am surprised no comment on pipeline in the call compared to Q1 and GS not on the call" [X Link](https://x.com/MACROVET888/status/1952835519676559690) 2025-08-05T20:54Z [---] followers, [--] engagements "@Bbrc424864Bbrc I don't think they do it in house upfront payment milestones and royalty .can force the partner to overbid If Otsuka tries a buyout" [X Link](https://x.com/MACROVET888/status/1953203260518744338) 2025-08-06T21:15Z [---] followers, [--] engagements "$ESPR Action plan. very constructive and a blast above key resistance is coming. Just my thoughtsππ§ππππ" [X Link](https://x.com/MACROVET888/status/1953458797059452941) 2025-08-07T14:10Z [---] followers, [---] engagements "A 1000lots of C2.5 SEPT25 0.12.Interesting early in the morning" [X Link](https://x.com/MACROVET888/status/1953459436518769105) 2025-08-07T14:13Z [---] followers, [--] engagements "@Brinkswealth10 Novartis and complementary" [X Link](https://x.com/MACROVET888/status/1953836358859915593) 2025-08-08T15:11Z [---] followers, [--] engagements "$ESPR ACLY inhibition could enhance or combine with seladelpar in PBC non-responders (40% on UDCA) or PSC leveraging Gilead's hepatology networks" [X Link](https://x.com/MACROVET888/status/1954490408722960867) 2025-08-10T10:30Z [---] followers, [---] engagements "$ESPR for me no impact and rather positive : 1- Tech transfer can be done in Q3 [----] (9-11m$/Q 2- Sales are growing fast 3- Q4 surprise profitability (1Q in advance)" [X Link](https://x.com/MACROVET888/status/1954915804304359495) 2025-08-11T14:40Z [---] followers, [---] engagements "$ESPR $XBI When charts speak louder than words" [X Link](https://x.com/MACROVET888/status/1954967803108487449) 2025-08-11T18:07Z [---] followers, [---] engagements "$ESPR For a pharmaceutical company like Esperion COGS includes manufacturing costs inventory valuation and supply chain expenses for drugs. No need to panic" [X Link](https://x.com/MACROVET888/status/1955036211594092674) 2025-08-11T22:38Z [---] followers, [---] engagements "$ESPR ESPRs supply agreements with partners like Daiichi Sankyo Europe (DSE) and Otsuka along with technology transfers for manufacturing could introduce complexities in accounting for COGS potentially leading to errors" [X Link](https://x.com/MACROVET888/status/1955036484198621641) 2025-08-11T22:39Z [---] followers, [---] engagements "$ESPR latest short interest data : +1m . and 34.88m shares traded on 07/24 The break of $2/2.05 will be spectacular" [X Link](https://x.com/MACROVET888/status/1955043569775124687) 2025-08-11T23:08Z [---] followers, [---] engagements "$espr Supply dries up around $2 . first test of resistance to see if there are more seller.then we jump" [X Link](https://x.com/MACROVET888/status/1955641961064403043) 2025-08-13T14:45Z [---] followers, [---] engagements "@DrStoxx $GTLB 40C 9/26exp $1M" [X Link](https://x.com/MACROVET888/status/1955646901946036378) 2025-08-13T15:05Z [---] followers, [---] engagements "$espr Fintel confirms not many shares to borrow" [X Link](https://x.com/MACROVET888/status/1955651766147793291) 2025-08-13T15:24Z [---] followers, [---] engagements "$ESPR Prep. for the JP launch maybe scaling up manufact. and supply chain operations. Pre-launch activities (e.g. invent. buildup or supply agreements) could involve deferred payment structures potentially impacting accounts receivable indirectly if structured as trade receiv" [X Link](https://x.com/MACROVET888/status/1955758201007432199) 2025-08-13T22:27Z [---] followers, [---] engagements "$ESPR is preparing for launches in additional regions including Canada (NDA filed approval expected Q4 2025).Esperion may be increasing raw material and inventory levels to meet European demand. fire on all cylindersππππ" [X Link](https://x.com/MACROVET888/status/1955758975280144506) 2025-08-13T22:30Z [---] followers, [---] engagements "$espr The 85% inventory growth may reflect proactive stockpiling to mitigate supply chain risks. This is particularly relevant for JP where regulatory requirements may necessitate specific manufacturing processes or local inventory reserves" [X Link](https://x.com/MACROVET888/status/1955759370161283312) 2025-08-13T22:32Z [---] followers, [---] engagements "$ESPR Few noticeable increases" [X Link](https://x.com/MACROVET888/status/1955941179234681152) 2025-08-14T10:34Z [---] followers, [---] engagements "$ESPR improving cash collection with lower receivables a 15% inventory reduction from Q2 [----] levels reflecting efficient supply chain management will reduce debt risk and improve cash flow while lower inventory reduces carrying costs potentially boosting margins by 25%" [X Link](https://x.com/MACROVET888/status/1955956462435381258) 2025-08-14T11:35Z [---] followers, [---] engagements "@YoloAfred @pdamodaran it does not matter a BO as the turnaround is engaged and growth firing on all cylinder.when big institutions notice in September and hopefully high 3s AS THEY can not buy penny stocks we fly $5/6$ by market forces" [X Link](https://x.com/MACROVET888/status/1956005312097308778) 2025-08-14T14:49Z [---] followers, [--] engagements "$espr 2.6m shares. getting serious buyer" [X Link](https://x.com/MACROVET888/status/1956006354088337860) 2025-08-14T14:53Z [---] followers, [---] engagements "@Zeteo_Paideian it is coming.fire few shots.π€ π§π" [X Link](https://x.com/MACROVET888/status/1956047047175422462) 2025-08-14T17:35Z [---] followers, [--] engagements "@StockPatternPro $ESPR mark my words" [X Link](https://x.com/MACROVET888/status/1956053617166745895) 2025-08-14T18:01Z [---] followers, [---] engagements "@UnicusResearch NOT sure why many are excited by PPI tame Import Prices powerful deflationary forces from China and elsewhere.PPI today domestic input non trade related" [X Link](https://x.com/MACROVET888/status/1956078818340561305) 2025-08-14T19:41Z [---] followers, [--] engagements "$ESPR Wasatch advisors LP .no more selling" [X Link](https://x.com/MACROVET888/status/1956092349395996994) 2025-08-14T20:35Z [---] followers, [---] engagements "$espr 13-F one liquidation but others buying or on hold" [X Link](https://x.com/MACROVET888/status/1956097199286161721) 2025-08-14T20:54Z [---] followers, [---] engagements "$espr Something intriguing I can not find ESPR in Armistice Capital 13-F not even the warrants (not sure it has to be in 13-F)" [X Link](https://x.com/MACROVET888/status/1956104697892254085) 2025-08-14T21:24Z [---] followers, [---] engagements "@zoomyzoomm hopefully i am patient but $bidu is exhausting and $BABA frustrating.but holding big" [X Link](https://x.com/MACROVET888/status/1956138919357243506) 2025-08-14T23:40Z [---] followers, [---] engagements "$espr In JP PMDAs guidelines allow for accelerated pathways such as the Conditional Early Approval System which can expedite approvals for drugs with confirmed efficacy and safety potentially skipping extensive panel reviews if foreign clinical data is deemed sufficient" [X Link](https://x.com/MACROVET888/status/1956347732404117931) 2025-08-15T13:30Z [---] followers, [---] engagements "$ESPR still [----] Call [--] on 08/15 it seems we got late dumb because they don't want delivery of the shares.big mistake" [X Link](https://x.com/MACROVET888/status/1956444785000280175) 2025-08-15T19:56Z [---] followers, [---] engagements "@Bbrc424864Bbrc no need money when you have receivables of $100m mainly linked to payers they just can say we don't take it you pay our milestones or you pay fair prices at your $12-16 usd" [X Link](https://x.com/MACROVET888/status/1956483077544300912) 2025-08-15T22:28Z [---] followers, [--] engagements "@Bbrc424864Bbrc exactly what I post few days all the people talking about capital raise never read a balance sheet" [X Link](https://x.com/MACROVET888/status/1957536168242798737) 2025-08-18T20:12Z [---] followers, [--] engagements "@junior__white Yes but it does not change the income profit and the balance sheet is showing profitability soon with strong growth. but yes" [X Link](https://x.com/MACROVET888/status/1957736204016795669) 2025-08-19T09:27Z [---] followers, [--] engagements "$ESPR $XBI #xbi Moving step by step .$2.30/2.33 next . Clear accumulation by large buyers confirmed by volume. Getting closer to re-rating into the 4/5s area" [X Link](https://x.com/MACROVET888/status/1957802602646614359) 2025-08-19T13:51Z [---] followers, [---] engagements "$ESPR $XBI #xbi Post Labor day.firework in the making" [X Link](https://x.com/MACROVET888/status/1957806831612387404) 2025-08-19T14:08Z [---] followers, [---] engagements "@Bogachan_1971 Sure.but the leverage is from there.and CNYJPY is key.that's why Chinese banks swaps activity is large" [X Link](https://x.com/MACROVET888/status/1957837226982715817) 2025-08-19T16:09Z [---] followers, [--] engagements "@rumourbuyouts still great price with patent running 2038/2040 .if any bid and too low Big US pharma will have it.GILD/AMGN/NOVS. Calibration needed here" [X Link](https://x.com/MACROVET888/status/1957841426705768466) 2025-08-19T16:25Z [---] followers, [--] engagements "@Bogachan_1971 CN Banks have redirected these surplus funds into foreign assets and clearly on JP Bills as the Yen is too low vs CNY" [X Link](https://x.com/MACROVET888/status/1957842659294228920) 2025-08-19T16:30Z [---] followers, [--] engagements "@samuel_lou17 I am heavy long on this one but painful with false start" [X Link](https://x.com/MACROVET888/status/1957861626054430813) 2025-08-19T17:46Z [---] followers, [--] engagements "@samuel_lou17 just CH IR so low always coincide with a ride.on equities and valuation gap is so wide In the context where China is far ahead in robotics and A.I" [X Link](https://x.com/MACROVET888/status/1957864353627074811) 2025-08-19T17:56Z [---] followers, [--] engagements "@AndriiMart1 then ESPR is profitable earlier than Q1 [----] .in 4Q2025 only with sales not including milestones payment" [X Link](https://x.com/MACROVET888/status/1957901010690797688) 2025-08-19T20:22Z [---] followers, [--] engagements "@EquityBrian ESPR turnaround story sales growing and global expansion profitability 4Q [----] earlier than expected for me" [X Link](https://x.com/MACROVET888/status/1958128431192781140) 2025-08-20T11:26Z [---] followers, [--] engagements "$ADI Delivers strong EPS and increases guidance with industrial business showing strong performance. According to Jefferies gross margin are heading towards 70% or higher in the next Q. The consolidation since June [----] is about to end Breakout $280" [X Link](https://x.com/MACROVET888/status/1958281483522597140) 2025-08-20T21:34Z [---] followers, [---] engagements "@Ahmetzbek Preparing to say nothing nobody care.no vision always lagging focus on inflation when deflation is around the corner.Commercial RE is in crisis banks borrowing to operate. The chaos is coming" [X Link](https://x.com/MACROVET888/status/1958586450665951465) 2025-08-21T17:46Z [---] followers, [--] engagements "$BIDU Semi design firm Kunlunxinbacked by Baidu had won chip orders worth over a billion yuan ($139 million) for telecoms firm China Mobile's AI projects. Kunlunxin will supply artificial intelligence chips compatible with Nvidia's CUDA software platform to firms. $95 Key" [X Link](https://x.com/MACROVET888/status/1958903409857192084) 2025-08-22T14:45Z [---] followers, [---] engagements "@JeremyWS Rotation into Chinese equities consumer and tech.Chinese tech(cheap) about to skyrocket when US tech dives (expensive)" [X Link](https://x.com/MACROVET888/status/1959271934190870683) 2025-08-23T15:10Z [---] followers, [--] engagements "$ESPR no news from ESPR for Morgan Stanley 23rd Annual Global Healthcare Conference 9th Sept NY / Cantor is hosting its Global Healthcare Conference Wednesday September [--] Friday September [--] 2025" [X Link](https://x.com/MACROVET888/status/1960015367478419459) 2025-08-25T16:24Z [---] followers, [---] engagements "@Bogachan_1971 The Fed has never been independent. While the BoG is an independent government agency the Federal Reserve Banks are set up like private corporations. Member banks hold stock in the Federal Reserve Banks and earn dividends. .that's why TBTF" [X Link](https://x.com/MACROVET888/status/1960399705017606357) 2025-08-26T17:51Z [---] followers, [--] engagements "@PCRJ7 I think with Beijing pro AI policy we are not far. And robotaxis global expansion.deserve better valuations. The catalyst could be Apple and bidu Ai partnership" [X Link](https://x.com/MACROVET888/status/1960671124221567268) 2025-08-27T11:49Z [---] followers, [--] engagements "@AndriiMart1 I think GILD will take the control of the design and the clinical trials.upfront payment and milestones for ESPR.Takeover later or if really good pre clinical data they buy them now easy for them to increase sales in the U.S and plenty of cash with expansion" [X Link](https://x.com/MACROVET888/status/1960801921373233421) 2025-08-27T20:29Z [---] followers, [---] engagements "@AndriiMart1 I mean control of the design and the clinic. I was surprised when Sheldon likes that thread early August. I was in Cymabay before the buyout" [X Link](https://x.com/MACROVET888/status/1960818063152177473) 2025-08-27T21:33Z [---] followers, [--] engagements "$TIGR Profit taking on good results. Asia starting a bull market. The 40k new users contributed more net asset inflow than the 60k new users in 1Q.valuations remain quite cheap $11.80/82 and we should see more upside momentum. Medium term $20/22" [X Link](https://x.com/MACROVET888/status/1961019345166885356) 2025-08-28T10:53Z [---] followers, [---] engagements "$ESPR Convertible are corporate bonds with an embedded option that allows investors to convert bonds into the common stocks of the issuing company. Behaving similarly to bonds when the underlying equity falls and more like stocks when the underlying equity rises convertibles" [X Link](https://x.com/MACROVET888/status/1961038612734132369) 2025-08-28T12:10Z [---] followers, [---] engagements "$ESPR lot of confusion about conversion it's like derivative options. The Conversion premium reflects the value of the embedded equity call option in the convertible bond. no automatic conversion for a bond fund but juice their performance" [X Link](https://x.com/MACROVET888/status/1961039227212222777) 2025-08-28T12:12Z [---] followers, [---] engagements "It seems a squeeze is in action.after this overdone action yesterday $12.70 next $tigr" [X Link](https://x.com/MACROVET888/status/1961061215683166624) 2025-08-28T13:40Z [---] followers, [---] engagements "$BIDU Good reaction today $90.60 need to be broken to open 92.5/93 again we are bracing for a huge run in September. Accumulation here .A.I superiority with Ernie chips robotaxis and languishing at 90$ what a steal Buy WHILE you can at this price" [X Link](https://x.com/MACROVET888/status/1961072208995815871) 2025-08-28T14:23Z [---] followers, [---] engagements "@marketswithmay smart because a big mess is coming in sept/october no wrong with patience" [X Link](https://x.com/MACROVET888/status/1961081229249327169) 2025-08-28T14:59Z [---] followers, [--] engagements "$tigr Textbook EW theory LET'S see when we reach $17 as the consolidation ended yesterday.distribution here below $12.70/12.40 before $13.20 Long and strong" [X Link](https://x.com/MACROVET888/status/1961088871128551506) 2025-08-28T15:29Z [---] followers, [---] engagements "$TIGR According to plan let's run to $13+" [X Link](https://x.com/MACROVET888/status/1961118541727293744) 2025-08-28T17:27Z [---] followers, [---] engagements "@Bbrc424864Bbrc normal market action should to run up later before the close .let's see.and for triple combo .otsuka should get a deal with ESPR asap" [X Link](https://x.com/MACROVET888/status/1961132396578754864) 2025-08-28T18:22Z [---] followers, [--] engagements "$BIDU the wait is over The breakout of $95 open a huge move. $109/110 then $125" [X Link](https://x.com/MACROVET888/status/1961424488546861254) 2025-08-29T13:43Z [---] followers, [---] engagements "@TheShortBear IMAGINE $Bidu with faster cloud growth.and MC below cash" [X Link](https://x.com/MACROVET888/status/1961479671373037722) 2025-08-29T17:22Z [---] followers, [---] engagements "$NVDA $SMH A monthly setup that look like Sept [----]. Bearish divergence .the end of [----] can be nasty here" [X Link](https://x.com/MACROVET888/status/1961527271451410756) 2025-08-29T20:31Z [---] followers, [---] engagements "@Bogachan_1971 very interesting.we can get CNY up and Yen down.It is a trade i have in mind. TSLA for sure down" [X Link](https://x.com/MACROVET888/status/1961541837711081808) 2025-08-29T21:29Z [---] followers, [--] engagements "$ESPR The most bullish analyst part 1.to follow this week" [X Link](https://x.com/MACROVET888/status/1962253003869540620) 2025-08-31T20:35Z [---] followers, [----] engagements "$espr $xbi #Biotech News for TRIPLE Combo https://www.businesswire.com/news/home/20250830006011/en/Daiichi-Sankyo-Announces-the-Development-of-a-Fixed-Triple-Combination-Lipid-Lowering-Tablet-to-Address-Persistent-Gaps-in-the-Management-of-Elevated-LDL-C https://www.businesswire.com/news/home/20250830006011/en/Daiichi-Sankyo-Announces-the-Development-of-a-Fixed-Triple-Combination-Lipid-Lowering-Tablet-to-Address-Persistent-Gaps-in-the-Management-of-Elevated-LDL-C" [X Link](https://x.com/MACROVET888/status/1962254504759267568) 2025-08-31T20:41Z [---] followers, [---] engagements "$espr For info- Bioequivalence for Approval. For a reformulated triple combination pill containing bempedoic acid (e.g. a fixed-dose combination like bempedoic acid/ezetimibe/statin) regulatory agencies like the EMA or FDA allow approval based on bioequivalence studies" [X Link](https://x.com/MACROVET888/status/1962260663696245239) 2025-08-31T21:06Z [---] followers, [---] engagements "$ESPR #Nexletol Pharma Japan confirms Nexletol approval last Friday" [X Link](https://x.com/MACROVET888/status/1962464888514556210) 2025-09-01T10:37Z [---] followers, [---] engagements "$ESPR The MHLW often uses a comparator-based pricing method referencing similar drugs in Japan or international markets. Since Nexletol was already priced in the EU and US the MHLW could use these as reference points (adjusted for Japans market) to set the NHI price" [X Link](https://x.com/MACROVET888/status/1962528252909482062) 2025-09-01T14:49Z [---] followers, [---] engagements "$ESPR more efficiently avoiding prolonged negotiations. For example Nexletols unique mechanism (ATP citrate lyase inhibition) and its positioning as an alternative for statin-intolerant patients likely simplified the pricing discussion as its value was clear from EU/US data" [X Link](https://x.com/MACROVET888/status/1962528359541359017) 2025-09-01T14:49Z [---] followers, [---] engagements "$ESPR JPs NHI pricing often incorporates International Reference Pricing (IRP) where prices in the US UK Germany are considered (MHLW guidelines). Nexletols prices in the US and EU gave the MHLW and Chuikyo a clear reference for setting a competitive NHI price" [X Link](https://x.com/MACROVET888/status/1962529251409690712) 2025-09-01T14:53Z [---] followers, [---] engagements "$espr It will likely expedite negotiations with Otsuka Pharmaceutical. Launching should happen in October 2025" [X Link](https://x.com/MACROVET888/status/1962529837962195109) 2025-09-01T14:55Z [---] followers, [---] engagements "@MidlifeGrinch otsuka should do it first but they may wait for the pricing which should come shortly.let's see if the "rumor" of bids are true" [X Link](https://x.com/MACROVET888/status/1962816834975007010) 2025-09-02T09:56Z [---] followers, [--] engagements "@FL0WG0D $ESPR options volume spike" [X Link](https://x.com/MACROVET888/status/1962893967764152387) 2025-09-02T15:02Z [---] followers, [---] engagements "$ESPR Active across maturities O.I moving on dec and jan on C2.5 & 3" [X Link](https://x.com/MACROVET888/status/1962896144146587875) 2025-09-02T15:11Z [---] followers, [---] engagements "$ESPR #ESPR #BIOTECH Recommended approval in JAPAN high volume milestones and conferences.debt reimbursement sales growth ==cash flow= profit M&A .$2.5/3bn valuation discounted today" [X Link](https://x.com/MACROVET888/status/1962897115136274456) 2025-09-02T15:15Z [---] followers, [---] engagements "$ESPR Moving according to plan .step by step.blast up soon" [X Link](https://x.com/MACROVET888/status/1962897988868509999) 2025-09-02T15:18Z [---] followers, [---] engagements "$espr #espr Rating upgrade just starting .big IB next" [X Link](https://x.com/MACROVET888/status/1962961506686960055) 2025-09-02T19:31Z [---] followers, [---] engagements "$ESPR HIGH Volume shares and options.players are accumulating " [X Link](https://x.com/MACROVET888/status/1962966510088892812) 2025-09-02T19:51Z [---] followers, [---] engagements "$ESPR $XBI Notice large volume before share price appreciation.last [--] weeks we can see substantial volume and now approaching a key resistance area in the cloud .good to reason to think the breakout is imminent Would like to see a huge gap up to clear this area M&A bid war" [X Link](https://x.com/MACROVET888/status/1962986702840201534) 2025-09-02T21:11Z [---] followers, [---] engagements "@zoomyzoomm after MongoDB and recent AWS contract.I would be surprised if we don't see a re-rating 60/65$" [X Link](https://x.com/MACROVET888/status/1962996692015280336) 2025-09-02T21:50Z [---] followers, [--] engagements "@monetarycomm deflationary sign" [X Link](https://x.com/MACROVET888/status/1963219808058540305) 2025-09-03T12:37Z [---] followers, [--] engagements "$espr #espr Day for Cantor conf.Management has to be like on CC of the ER. Confident turnaround done it is a growth story with global expansion launched with no dilution. Update on tech transfer Pipeline partnership for this ACLY ESP1336" [X Link](https://x.com/MACROVET888/status/1963227748295446530) 2025-09-03T13:09Z [---] followers, [---] engagements "$ESPR Good conference and very confident. Combination therapy is the future large TAM and 30% patients can't take statins. EU US both $1bn sales with Japan close as population has LDL issues. Pipeline ESP1336 quiet. For me ESPR is ready to marry Welcome BIDDERS" [X Link](https://x.com/MACROVET888/status/1963247817645760836) 2025-09-03T14:28Z [---] followers, [---] engagements "$ESPR I was not in the buyout camp. But too relax and a BP can do much better ACLY ESPR will not be develop internally.it is just a question of price Restructured and full of cash. And I think they are negotiating.just my thoughts" [X Link](https://x.com/MACROVET888/status/1963248369712705757) 2025-09-03T14:31Z [---] followers, [---] engagements "$ESPR if investors want to make good returns instead of gambling on frothy valuations on A.i tech.they should pour money into SMID Biotech such as ESPR. BP wants to grow revenue because of patent cliffs next two years.Accumulated deficit in 2Q2025 $1.654bn" [X Link](https://x.com/MACROVET888/status/1963254213430968590) 2025-09-03T14:54Z [---] followers, [---] engagements "$ESPR Almost ready for one more step $2.50/2.54" [X Link](https://x.com/MACROVET888/status/1963275443181629534) 2025-09-03T16:18Z [---] followers, [---] engagements "$gtlb Interesting setup before ER tonight. Management guidance aligns closely with consensus: Q2'25 revenue is guided at $226$227M (+24.0% YoY) with full-year guidance of $936$942M (+23.7% YoY). Highlighting continued strong demand for its DevOps platform. Long here" [X Link](https://x.com/MACROVET888/status/1963289547027923241) 2025-09-03T17:14Z [---] followers, [----] engagements "@MidlifeGrinch @AleksandrDubson that's why It think a buyout is around the corner" [X Link](https://x.com/MACROVET888/status/1963310200334495935) 2025-09-03T18:36Z [---] followers, [--] engagements "$GTLB Good ER and Earnings Call- Great survey from customers showing that AI will be rocket fuel for GTLB (over 90% of their customers saying they plan to significantly expand with GitLab e.g. their Customers are LMT GS NVDA etc.) especially once Duo is no longer in Beta B" [X Link](https://x.com/MACROVET888/status/1963347706098921927) 2025-09-03T21:05Z [---] followers, [---] engagements "From GitLab's call they are clearly not baking into guidance all they discussed on the earnings call - e.g. the future of Duo and AI product developments customer surveys etc. they are sticking with par for the consistent 30% growth in their guidance.Buy" [X Link](https://x.com/MACROVET888/status/1963365073990397952) 2025-09-03T22:14Z [---] followers, [--] engagements "$GTLB GitLabs net revenue retention rate was 122% in Q2. This means GitLab wouldve grown its revenue by 22.5% even if it didnt win any new customers over the last [--] months" [X Link](https://x.com/MACROVET888/status/1963368149442859253) 2025-09-03T22:26Z [---] followers, [---] engagements "@monetarycomm Consumers lose purchasing power IS not true. It is like VAT impact can be lower consumption but higher for longer already putting pressure on the consumers. I see more deflation issue near term. Purchasing power is when US dollar loses 50% relative to Gold in the last [--] years" [X Link](https://x.com/MACROVET888/status/1963369272283119678) 2025-09-03T22:31Z [---] followers, [--] engagements "$GTLB Contrary all pessimism EPS GUIDANCE was RAISED & there were no miss on REVENUE GUIDANCE - they kept their guidance unchanged (which was consensus) even with the product momentum theyre seeing from customers they mentioned in their earnings call open down and green" [X Link](https://x.com/MACROVET888/status/1963583246647599438) 2025-09-04T12:41Z [---] followers, [---] engagements "$espr #espr We have large milestones with our JP partner Otsuka and those are tied to the regulatory process. Pricing cant happen until that full official approval but it usually happens shortly after. Weve already had some of those pricing discussions.2W Max" [X Link](https://x.com/MACROVET888/status/1963589004210692537) 2025-09-04T13:04Z [---] followers, [---] engagements "$espr CFO "Q2 we had positive operating income for the first time from ongoing oper. I dont think anyone believed us until 2Q and that now lets people draw a direct line from Q to Q. We have strong US growth that has continued QoQ and we dont see that changing anytime soon" [X Link](https://x.com/MACROVET888/status/1963591658743726423) 2025-09-04T13:15Z [---] followers, [---] engagements "$ESPR The technical picture is far better than at any previous bounce and buyers are accumulating. We are close to the big breakout zone coinciding with a cross on many indicators. Investors start to realize that BA and triple combo are the future for CVD.Multi Bn$ drug" [X Link](https://x.com/MACROVET888/status/1963619400726041004) 2025-09-04T15:05Z [---] followers, [---] engagements "$espr The Santorini study showedas well by DSE a low dose statin plus Nexlezet gets close to 75% of patients to goal. So thats the beauty about Nexlezet and Nexletol. You can use it with a statin or without the statin. This is huge and a revolution for a silent killer disease" [X Link](https://x.com/MACROVET888/status/1963642207308534140) 2025-09-04T16:35Z [---] followers, [---] engagements "$ESPR U.S potential is huge time to get BA out there https://www.pharmacytimes.com/view/with-proper-adherence-to-cholesterol-lowering-drugs-thousands-of-cardiovascular-events-could-be-avoided https://www.pharmacytimes.com/view/with-proper-adherence-to-cholesterol-lowering-drugs-thousands-of-cardiovascular-events-could-be-avoided" [X Link](https://x.com/MACROVET888/status/1963644043109228600) 2025-09-04T16:43Z [---] followers, [---] engagements "$espr $xbi The researchers also analyzed U.S. patient data applying E.U. guidelines. The European guidelines had more aggressive LDL-C goals compared to U.S. guidelines resulting in wider gaps between observed and recommend care. https://publichealth.jhu.edu/2025/tens-of-thousands-of-heart-attacks-and-strokes-could-be-avoided-each-year-if-cholesterol-lowering-drugs-were-used-according-to-guidelines https://publichealth.jhu.edu/2025/tens-of-thousands-of-heart-attacks-and-strokes-could-be-avoided-each-year-if-cholesterol-lowering-drugs-were-used-according-to-guidelines" [X Link](https://x.com/MACROVET888/status/1963644514876236045) 2025-09-04T16:45Z [---] followers, [---] engagements "$espr Quantifying Patient Preferences About Features of Nonstatin Lipid-Lowering Therapies (CEO comment at Cantor). Big pharma will be around soon. https://www.ahajournals.org/doi/10.1161/CIRCOUTCOMES.124.011804 https://www.ahajournals.org/doi/10.1161/CIRCOUTCOMES.124.011804" [X Link](https://x.com/MACROVET888/status/1963646052487057572) 2025-09-04T16:51Z [---] followers, [---] engagements "$espr C [---] Dec2025 O.I= [----] C2.5 Jan2026 O.I=5897 C2.5 Mar2026 O.I=1318 Next step before HCW Conf" [X Link](https://x.com/MACROVET888/status/1963660226877595715) 2025-09-04T17:47Z [---] followers, [---] engagements "$Espr keep going a close at $2.55/56" [X Link](https://x.com/MACROVET888/status/1963690392898896137) 2025-09-04T19:47Z [---] followers, [---] engagements "@KC572 Just starting and multi $bn drug future of LDL therapy super cheap before Japan launch next month" [X Link](https://x.com/MACROVET888/status/1963693750263410967) 2025-09-04T20:00Z [---] followers, [---] engagements "@KC572 Profitable in Q4 [----] have a look to the balance sheet" [X Link](https://x.com/MACROVET888/status/1963696552863793582) 2025-09-04T20:11Z [---] followers, [--] engagements "$ESPR VOL : 7.42m shares. with such fundamentals . time for big hands to buy large quantity OTM Calls and then bid seriously this stock then re rating where it should be at $7/8$" [X Link](https://x.com/MACROVET888/status/1963700288335827164) 2025-09-04T20:26Z [---] followers, [---] engagements "$TEM after the outstanding ER in August and the acquisition few days ago.ready to ride again toward $91 .first resistance $84" [X Link](https://x.com/MACROVET888/status/1963701874512506952) 2025-09-04T20:33Z [---] followers, [---] engagements "@KC572 just the facts and the numbers.any BP should take them out. Quickly and with ACLY ESP [----] for PSC.plus acc deficit $1.654bn and milestones next few years it is the most de risk biotech " [X Link](https://x.com/MACROVET888/status/1963704293053309040) 2025-09-04T20:42Z [---] followers, [---] engagements "$ESPR Short Interest :22636104 shares Short Interest Ratio3.66 Days to Cover Short Interest % Float : [-----] % as of August 15th. there are not many shares for buying back as buyers are accumulating quietly.Prepare for a bang" [X Link](https://x.com/MACROVET888/status/1963708491144528072) 2025-09-04T20:59Z [---] followers, [---] engagements "$ESPR India analyst preakv6 on Inventory :"What I personally think is theres a inventory de-stocking at Esperion partly because of handover of some part of the supply chain to DSE. ESPR was controlling supply of all market until now"" [X Link](https://x.com/MACROVET888/status/1963926747621085354) 2025-09-05T11:26Z [---] followers, [---] engagements "$espr "but later in the year they are going to be handing over Europe control to DSE as per their calls. This will help reduction of inventory at ESPR (good thing if you are an ESPR investor - you can see the stock has done so well in the last month due to this)"" [X Link](https://x.com/MACROVET888/status/1963926840361578988) 2025-09-05T11:27Z [---] followers, [---] engagements "$espr "Now how DSE handles its own supply chain and when Esperion starts restocking (they will need supplies only for the markets they are controlling - which is only US currently and going forward Japan Canada Australia Israel etc.) remains to be seen."" [X Link](https://x.com/MACROVET888/status/1963927292280815929) 2025-09-05T11:28Z [---] followers, [---] engagements "$espr "Another thing to note is EU:US is something like 65:35 (or 70:30) if am not mistaken - which means if Neuland gets exclusivity with DSE. But US growth has picked up considerably this year due to better insurance terms and over time "" [X Link](https://x.com/MACROVET888/status/1963927564612743457) 2025-09-05T11:29Z [---] followers, [---] engagements "$ESPR as you can see the destocking of inventory on the balance sheet will signal DSE tech transfer is near and growth strong. From yesterday shorts spike again.signal strong buying demand let's crush them" [X Link](https://x.com/MACROVET888/status/1963928414231863550) 2025-09-05T11:33Z [---] followers, [---] engagements "$ESPR $XBI The biotech industry is extremely sensitive to changes in interest rates primarily due : high financing needs and high future value. The expectations of interest rate cuts not only bring about an increase in valuations but may also accelerate industry M&A. Buy Buy" [X Link](https://x.com/MACROVET888/status/1963951142930432051) 2025-09-05T13:03Z [---] followers, [---] engagements "$espr Bempedoic acid (180 mg/day) reduced LDL-C by -25.25% compared to -3.46% with placebo after [--] weeks. Launch in JP is expected to be in 4Q. October 2025.mark my words" [X Link](https://x.com/MACROVET888/status/1963974766185910411) 2025-09-05T14:37Z [---] followers, [---] engagements "$ESPR #ESPR $XBI #Biotechnology Never saw a compression like this on Bollinger Bands. Bears better to be careful of the blast Short Interest :22636104 shares Short Interest Ratio3.66 Days to Cover SI % Float : [-----] %" [X Link](https://x.com/MACROVET888/status/1963979943034954117) 2025-09-05T14:58Z [---] followers, [---] engagements "$ESPR #ESPR $XBI #BIOTECHNOLOGY Turnaround completed Ample cash de-risked and sales growth with global expansion. JP approval and pricing expect the week of Sept 22nd [----]. launch expected October [----] [--------] $4 PTG" [X Link](https://x.com/MACROVET888/status/1963981794669162868) 2025-09-05T15:05Z [---] followers, [----] engagements "$espr #espr $xbi The ESC guidelines act as a significant accelerator for Esperions European sales by endorsing LDL-C lowering therapies potentially supporting the CEOs $2 billion U.S./Europe sales target by [----] with $100M from Japan. The valuation est. ESPR at $14.18" [X Link](https://x.com/MACROVET888/status/1963987539930325308) 2025-09-05T15:28Z [---] followers, [---] engagements "$espr Valuation estimates do not include the pipeline not in clinic.if patent extension until [----]. yes indeed it is way higher than that with only a population statin intolerant.definitely of interest for any BP with patent cliff .highly profitable scalable business" [X Link](https://x.com/MACROVET888/status/1963988211744612359) 2025-09-05T15:30Z [---] followers, [---] engagements "@AndreaRilli @Bbrc424864Bbrc Listening the conf call: There were too lay back CEO does not the science of its promising pipeline they fixed the capital structure partnerships globally bringing most of the growth with lot of potential in the US(BP). Ample cash and profitable in Q42025. It is about price" [X Link](https://x.com/MACROVET888/status/1963988922171572523) 2025-09-05T15:33Z [---] followers, [--] engagements "$espr I mentioned yesterday how to start a big squeeze by buying big chunk of options OTM and then buying big blocks of shares in the cash market. Baby step here but definitely worth watching if we start to see more" [X Link](https://x.com/MACROVET888/status/1963995434138866052) 2025-09-05T15:59Z [---] followers, [---] engagements "$ESPR $XBI C5.5 Jan2026 sweep 0.10(offer) [----] Open Interest : 1" [X Link](https://x.com/MACROVET888/status/1963998327613149607) 2025-09-05T16:11Z [---] followers, [---] engagements "$espr Good activity today VOL: 10m and good options activity. On track for $4 in september" [X Link](https://x.com/MACROVET888/status/1964057886520127526) 2025-09-05T20:07Z [---] followers, [----] engagements "@Bbrc424864Bbrc my friend you don't know how pension funds large mutual funds or HF are working. they accumulate over days or weeks trying to not to affect or swing price too much. look at VWAP price over the last few week . now buyers requires more supply and then higher prices" [X Link](https://x.com/MACROVET888/status/1964078965338841589) 2025-09-05T21:31Z [---] followers, [--] engagements "@Bbrc424864Bbrc Fed rate cut it is for sector rotation guidelines it takes time (momentum). the key next few weeks: pricing in JP the week of 22nd September launch October 1st then ER reports confirming growth momentum this report will key for huge re rating" [X Link](https://x.com/MACROVET888/status/1964080201198981256) 2025-09-05T21:36Z [---] followers, [--] engagements "$ESPR interesting that Esperion attends HCW Health care conference tomorrow after attending MS Global Healthcare conference for many years Morgan Stanley Global Healthcare Conference New York [----] $XBI starts tomorrow $MRK $AZN $REGN $BBIO $VKTX $OCUL $ARGX $LLY $MDGL $HALO many more https://t.co/ObnDy9j9Gn Morgan Stanley Global Healthcare Conference New York [----] $XBI starts tomorrow $MRK $AZN $REGN $BBIO $VKTX $OCUL $ARGX $LLY $MDGL $HALO many more https://t.co/ObnDy9j9Gn" [X Link](https://x.com/MACROVET888/status/1964718234206355868) 2025-09-07T15:51Z [---] followers, [---] engagements "$NVDA $SMH Consolidation underway and a rounding top formation $165 support but we should test $147/143 in the next few weeks. May see rotation out of NVDA into other names" [X Link](https://x.com/MACROVET888/status/1965109786149785854) 2025-09-08T17:47Z [---] followers, [---] engagements "$ESPR #ESPR $XBI Consolidation after few test $2.70. We are pausing on the ascending channel. Nothing wrong. I think we should see a gradual recovery and further strength later this week. $3 is the next relevant resistance above $2.70" [X Link](https://x.com/MACROVET888/status/1965121216408338883) 2025-09-08T18:33Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MACROVET888 MACROVETMACROVET posts on X about $espr, $xbi, japan, espr the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance stocks countries currencies technology brands cryptocurrencies travel destinations automotive brands luxury brands exchanges
Social topic influence $espr #1, $xbi, japan, espr, $abvx #2, $4578t #47, $4768t #47, breakout #910, in the, growth
Top accounts mentioned or mentioned by @brinkswealth10 @bbrc424864bbrc @marketswithmay @bogachan1971 @midlifegrinch @zoomyzoomm @dariocpx @andriimart1 @blueeeejay @rumourbuyouts @onechancefreedm @jackman724444 @yieldsearcher @andrearilli @edenrahim @bioinvestor24 @phoenix3million @bosstrading0 @saintequitie @scottnewdawn
Top assets mentioned Abivax SA (ABVX) Alibaba Group (BABA) Sanofi (SNY) Protagonist Therapeutics, Inc (PTGX) Novartis AG (NVS) SPX6900 (SPX) Bitcoin (BTC) Eli Lilly and Company (LLY) GitLab Inc. (GTLB) Tempus AI, Inc. (TEM) SPDR S&P [---] ETF Trust (SPY) Ventyx Biosciences, Inc. (VTYX) Southern Copper Corporation (SCCO) Toast, Inc. (TOST) NVIDIA Corp. (NVDA) Spacemesh (SMH) Merck & Co., Inc. (MRK)
Top posts by engagements in the last [--] hours
"@rumourbuyouts huge options volume across expiry on $1 and $1.5 on $ESPR before a weekend and GS conf . on monday. seems news or a buyout around the corner"
X Link 2025-06-06T20:35Z [--] followers, [---] engagements
"@Brinkswealth10 agreed but i dont think it will be listed in [----]. should be bought before profitability and before big royalty payment Daiichi first makes sense but AMGEN and PFIZER . When bid starts 2nd offer will come"
X Link 2025-06-07T09:39Z [--] followers, [--] engagements
"@Brinkswealth10 I do not think $ESPR will be independent in 2yrs .MRK or daiichi will not wait that long.it is a matter of price"
X Link 2025-06-10T16:03Z [--] followers, [----] engagements
"#COPPER #HG #COPPER #HG Copper consolidation near end. Pullback on recent downtrend next [----] then [----]. Attractive RR. Long here"
X Link 2025-06-17T16:07Z [--] followers, [---] engagements
"we hit [----] once the break with the Fomc TONIGHT"
X Link 2025-06-18T14:53Z [--] followers, [--] engagements
"@TheWestonEXP @Maximus_Holla The FOMC powell dovish with hawkish dots.hahah"
X Link 2025-06-18T15:19Z [--] followers, [--] engagements
"$XAUUSD $XAGUSD #GOLD $SILVER PAX GoldPAXG $3442.63 asset-backed token back by 1oz of Gold in LBMA Vault. vs. $3368 Friday close. Seems Gold and Silver should open up in Asia. For silver with the recent pullback expect shorts to run to cover"
X Link 2025-06-22T21:02Z [--] followers, [---] engagements
"#HG $COPPER #COPPER $SCCO Copper is new oil. As previous mentioned [----] is key to open 5+ on copper. SCCO ready to breakout above 97.5.102.65 then [---] . reminder post [--] June long copper short gold"
X Link 2025-06-25T12:12Z [---] followers, [---] engagements
"@TQuestMind Copper stocks ready to breakout.ETF COPX or FCX and SCCO for quality"
X Link 2025-06-25T12:14Z [--] followers, [--] engagements
"@hellostakept I am not worried about competition with triple combo . And Daiichi is doing a great job outside the U.S . I don't even understand why they don't buy them. It does not make sense"
X Link 2025-06-25T18:26Z [---] followers, [---] engagements
"@DarioCpx $cpool You think CPOOL is a good LT buy. I agree with many of your articles as macro investor and tend to agree with you that a bigger bubble is brewing for the altcoins market.never touch anything ready to put some peanuts to try "
X Link 2025-06-26T10:33Z [--] followers, [--] engagements
"$ESPR https://x.com/i/grok/share/zBtGnc923L9Xi1pgnBr7SvA2r https://x.com/i/grok/share/zBtGnc923L9Xi1pgnBr7SvA2r"
X Link 2025-07-01T16:30Z [---] followers, [---] engagements
"@PantheonMacro @Economist_Lam let's see. HKD way overvalued with deflationary pressure in PRC"
X Link 2025-07-04T16:58Z [---] followers, [--] engagements
"$ESPR The Companys partner in Japan Otsuka Pharmaceutical Co. Ltd. is on track for expected approval and National Health Insurance pricing in the second half of [----]. And Japan PMDA has considerably lower time for drugs approval from [--] months to roughly [---] months"
X Link 2025-07-09T14:56Z [---] followers, [---] engagements
"@snorlax_uw $NNE $TOST $OKLO $BABA $BIDU"
X Link 2025-07-11T13:01Z [---] followers, [---] engagements
"@snorlax_uw AND $goog with a good technical setup. thx"
X Link 2025-07-11T13:01Z [---] followers, [--] engagements
"@ChesapeakeMacro with tariffs pressure and mess. $TOST is buy domestic and healthy balance sheet. rich yes.but it is quality"
X Link 2025-07-11T13:45Z [---] followers, [--] engagements
"$GOOG $GOOGL initiation of a position on Alphabet.cheaper of the Big Tech. Growth at reasonable price. Near resistance seen at $182.45.and the huge gap area is a target for the summer. [---] first"
X Link 2025-07-11T15:48Z [---] followers, [--] engagements
"@LizAnnSonders seems a repeat of July [----] with CPI and retail sales.and a huge move in [--] weeks on the R2K.Let's see"
X Link 2025-07-14T17:37Z [---] followers, [--] engagements
"@ItsAmeKaaay @ShaunTrades_ yes by the end of 3Q2025"
X Link 2025-07-14T23:08Z [---] followers, [--] engagements
"Retail sales this week .something to meditate.some weakness despite probably strong gas sale last month"
X Link 2025-07-15T13:18Z [---] followers, [--] engagements
"$TOST .congestion about to end.a sharp move up is expected with a close above $45.25"
X Link 2025-07-15T15:04Z [---] followers, [--] engagements
"@Brinkswealth10 Daiichi Eps July 30th then ESPR EPS .mid August. Make or break is coming"
X Link 2025-07-15T21:07Z [---] followers, [--] engagements
"@DarioCpx The PEG will not hold despite repeated interventions. Timing is hard maybe [----] but with the raging deflation on the HK property and sluggish growth. HKD is highly overvalued.I have been there for 20yr"
X Link 2025-07-16T09:01Z [---] followers, [--] engagements
"$xagusd #xagusd $silver Silver pullback from resistance and retr. 50% .the metal should start to grind higher and test [-----] .above we can expect further upside with 39.80/40"
X Link 2025-07-16T10:02Z [---] followers, [---] engagements
"@snorlax_uw $GOOG and $TOST"
X Link 2025-07-16T13:02Z [---] followers, [---] engagements
"@yieldsearcher cheap energy is key and deflation is coming sooner than thoughts Inflation later in [----] 2027"
X Link 2025-07-16T13:31Z [---] followers, [--] engagements
"$rut $iwm #russell2000 record short on fut. interest rate about to go lower. Rotation into Russell [----] makes sense here. A similar situation July [----] .stay tuned"
X Link 2025-07-16T14:00Z [---] followers, [--] engagements
"@zoomyzoomm $bidu is ridiculously cheap even double the current price is still cheap accumulating for the awakening"
X Link 2025-07-16T14:12Z [---] followers, [---] engagements
"@dirtygreenpaper @Luce_On_TSLA will not last for long too cheap to ignore long $bidu $baba $nio $fxi"
X Link 2025-07-16T19:43Z [---] followers, [---] engagements
"@Spyglassflow Massive trade for OPEX Week July PM [----] Call customer sells 9.7k to buy 19.4k of the July 25th [----] Call net [---] are you aware"
X Link 2025-07-16T20:09Z [---] followers, [--] engagements
"@yieldsearcher Not sure about strong NFP .The drop in the UE rate was the result of a +93K in employed workers offset by a decline in the civilian labor force to 173380K from 170510K and a drop in the number of unemployed workers from 7237K to 7015K"
X Link 2025-07-16T20:31Z [---] followers, [--] engagements
"#Russell2000 $RUT $IWM A big rotation is coming driven by lower Interest rates (10yr) and most net short Russell [----] futures since mid-2024.the recent consolidation ended today. And we can expect further upside very soon above 2300"
X Link 2025-07-16T22:05Z [---] followers, [---] engagements
"$espr If we want a mess for for the expiry tomorrow let's crush 1.50$πππππ€ "
X Link 2025-07-17T15:14Z [---] followers, [---] engagements
"@OptionsRule agreed . this is unbelievable we are at 87$ .buyback aggressively here should be the company strategy"
X Link 2025-07-17T16:24Z [---] followers, [--] engagements
"@planert41 $bsy Siemens maybe .because Schneider buying minority interest in India . In any case we go much higher great schneider eps today"
X Link 2025-07-17T16:51Z [---] followers, [--] engagements
"@planert41 could be siemens but agreed schneider today bought its India unit minority stake from Temasek"
X Link 2025-07-17T21:13Z [---] followers, [--] engagements
"@Bogachan_1971 with BoE cuts coming it seems. It is going to be interesting august and September "
X Link 2025-07-17T21:25Z [---] followers, [--] engagements
"@planert41 indeed very disturbing. Siemens will release 3Q FY [--] EPS Aug [--]. SIE holds a minority stake in Bentley ( in [----] for $76 million) and has a strategic alliance expanded in [----] for joint investments. Siemens also has a right to bid if Bentley explores deals with other buyers"
X Link 2025-07-19T10:08Z [---] followers, [--] engagements
"@mr_BobRice @great_martis I worry about deflation first then inflation in 2026/2027"
X Link 2025-07-19T10:59Z [---] followers, [--] engagements
"$bidu Something brewing here and a Chinese Tech that deserves a big re-rating. $116 and $120 coming. More info go @zoomyzoomm.with great metrics. Anyway : "The Longer the Base the Higher in Space"ππ"
X Link 2025-07-21T14:28Z [---] followers, [---] engagements
"$iwm $tna $rut #russell2000 rotation is starting and acceleration is coming for the russell [----] but above [----] expected quickly"
X Link 2025-07-22T15:10Z [---] followers, [--] engagements
"@Bogachan_1971 Can't compete with the Chinese such as Baidu for Robotaxi.gap down below 300$ to start Thursday morning.just my thoughts"
X Link 2025-07-22T15:18Z [---] followers, [--] engagements
"$bidu the close has to be stronger .to keep running $bidu Something brewing here and a Chinese Tech that deserves a big re-rating. $116 and $120 coming. More info go @zoomyzoomm.with great metrics. Anyway : "The Longer the Base the Higher in Space"ππ https://t.co/sCdEmj5x3Z $bidu Something brewing here and a Chinese Tech that deserves a big re-rating. $116 and $120 coming. More info go @zoomyzoomm.with great metrics. Anyway : "The Longer the Base the Higher in Space"ππ https://t.co/sCdEmj5x3Z"
X Link 2025-07-22T18:11Z [---] followers, [---] engagements
"$ESPR if price can not even hold [----] in the last hour today.it is as usual fake news. we need fact Maybe a fat finger"
X Link 2025-07-24T18:06Z [---] followers, [---] engagements
"@fpbegin only way connected to Otsuka is a combination with Tolvaptan which has a $1.5bn sales as generics are coming already"
X Link 2025-07-24T18:22Z [---] followers, [--] engagements
"if a Buyout it should between $9 and $12 at this stage"
X Link 2025-07-24T18:24Z [---] followers, [--] engagements
"@satirenoob Also the US/Japan deal can make an acquisition of ESPR attractive 32m shares traded 24m shorts covering before news.could be the convert trade from last December. If some BP bought this convertible bond"
X Link 2025-07-24T19:44Z [---] followers, [--] engagements
"@lady0fcrypt0s DSE is already selling in Europe and is positioning itself to capture a minimum of 10% of the $19 billion annual global statin market with its triple-combination pill and bempedoic acid products. But Amgen can be an outsider"
X Link 2025-07-26T21:35Z [---] followers, [--] engagements
"$XAGUSD #XAGUSD #SILVER I warned last Friday near the top of weakness to come. Indeed it came and now stronger USD and less uncertainties with trade deal. Uptrend in danger . It is just consolidation but can buy lower than chasing 37.20$ buyer"
X Link 2025-07-28T15:18Z [---] followers, [---] engagements
"@zoomyzoomm AGREED but $bidu so weak again .waiting to close above 95"
X Link 2025-07-28T21:28Z [---] followers, [--] engagements
"@Zac_Markovich so hard for $bidu need a close above $95"
X Link 2025-07-28T21:30Z [---] followers, [---] engagements
"@i3_invest Seems it is going to happen as precious metals may take a dive soon. But I am a LT bull .the ratio will increase and pretty quickly i think"
X Link 2025-07-29T13:04Z [---] followers, [--] engagements
"$bidu Shanghai has granted commercial Robotaxi and Robotruck licenses to eight companies allowing them to charge customers for driverless services across 2700km of routes throughout the city"
X Link 2025-07-29T13:34Z [---] followers, [---] engagements
"$BIDU The licenses announced over the weekend at the World Artificial Intelligence Conference (WAIC) were issued to Baidu (NASDAQ:BIDU) PonyAI VW Mobility Jinjiang Mobility and four SAIC-linked companies"
X Link 2025-07-29T13:34Z [---] followers, [---] engagements
"$ESPR For a good fit Novartis bought The Medicines Company for $9.7 billion to gain inclisiran an siRNA reducing LDL-C by 50% competing with BA sales: $500 million (2024). Liver: Develop tropifexor (FXR agonist) for NASH with PSC-relevant mechanisms (bile acid regulation)"
X Link 2025-07-31T23:18Z [---] followers, [---] engagements
"other candidates Boehringer Ingelheim Merck Amgen and Gilead "
X Link 2025-07-31T23:20Z [---] followers, [--] engagements
"$ESPR PSC Market: [-----] patients (U.S./Europe) offer a $500$700 million opportunity. Novartiss Orphan Drug experience (e.g. Zolgensma) supports fast-tracked development"
X Link 2025-07-31T23:24Z [---] followers, [---] engagements
"@AndriiMart1 At both Needham and GS the Ceo talked about this axis of development and the opinion and numbers are mine. More you investigate the UK more you found Novartis' drug and potential in PSC with Novartis"
X Link 2025-08-01T09:39Z [---] followers, [--] engagements
"$xagusd $xagusd $silver $xauusd.be ready for a big squeeze on metals with this disastrous NFP and big revisions. The Fed has no idea of what they are doing. When they said the labour market is solid $38 for a start for silver"
X Link 2025-08-01T12:43Z [---] followers, [---] engagements
"$NFP It is not a solid labour market contrary to the Fed saying"
X Link 2025-08-01T12:59Z [---] followers, [---] engagements
"$ESPR The Ceo has an opportunity to deliver for this ER he just needs to acknowledge growth momentum across geography and no dilution. Patent update Triple combo plan tech transfer update to DSE explaining path to profitability. Partner ACLY with BP like Novartis "
X Link 2025-08-01T14:24Z [---] followers, [---] engagements
"@Bogachan_1971 AGREED we may have one more ATH before a September/October problem. Fed cut= equities down. I think rates will go down.anyway with 2yr here the Fed should already cut 50bps.warning is weak Banks and regionals"
X Link 2025-08-01T14:49Z [---] followers, [--] engagements
"$espr our Salesforce by about [--] additional people with now a total of a [---] sales across the country. We also have five medical science liaisons as well as strategically placed. What we also did is we expanded most recently we went from six field reimbursement managers to 15"
X Link 2025-08-01T16:08Z [---] followers, [---] engagements
"$espr Seladelpars PBC approval (2024) and Phase [--] PSC plans (20262027) leverage CymaBay acquisition. Seladelpar (PPAR agonist) is in Phase [--] for PSC (NCT04024813) targeting fibrosis through lipid metabolism. Preliminary data show ALP reduction and anti-fibrotic potential"
X Link 2025-08-03T10:29Z [---] followers, [---] engagements
"$bsx Following better than expected results the stock is consolidating near ATH a big breakout above $107 is coming. For the current fiscal year ending in December analysts expect BSXs EPS to grow 18.7% to $2.98 on a diluted basis. Buy"
X Link 2025-08-04T16:14Z [---] followers, [---] engagements
"$ESPR the chart and technical look great.no madness before ER i like that. lot of surprises and catalysts ahead $3.64 first and $7/8 for a buyout if rumour true.It seems a regulus repeat"
X Link 2025-08-04T17:14Z [---] followers, [---] engagements
"$espr Short Interest History Settlement Date Short Interest Jul [--] [----] 22.10M Jun [--] [----] 24.03M Jun [--] [----] 24.11M May [--] [----] 26.34M May [--] [----] 27.95M"
X Link 2025-08-04T17:29Z [---] followers, [---] engagements
"@Brinkswealth10 I would not be surprised if 4Q2025 show a tiny profit earlier than expected. They seem enough confident to manage consensus expectation. They said that total operating expenses will be between 215m-235m. It's about $154m for 1H25 Means there will be around $60m-$80m left for 2H25"
X Link 2025-08-05T13:07Z [---] followers, [---] engagements
"@AndriiMart1 @rumourbuyouts seriously no for PFE but the Japanese (DS/OTSUKA) are serious candidate or for me Gilead or Novartis are very good candidate. I am surprised no comment on pipeline in the call compared to Q1 and GS not on the call"
X Link 2025-08-05T20:54Z [---] followers, [--] engagements
"@Bbrc424864Bbrc I don't think they do it in house upfront payment milestones and royalty .can force the partner to overbid If Otsuka tries a buyout"
X Link 2025-08-06T21:15Z [---] followers, [--] engagements
"$ESPR Action plan. very constructive and a blast above key resistance is coming. Just my thoughtsππ§ππππ"
X Link 2025-08-07T14:10Z [---] followers, [---] engagements
"A 1000lots of C2.5 SEPT25 0.12.Interesting early in the morning"
X Link 2025-08-07T14:13Z [---] followers, [--] engagements
"@Brinkswealth10 Novartis and complementary"
X Link 2025-08-08T15:11Z [---] followers, [--] engagements
"$ESPR ACLY inhibition could enhance or combine with seladelpar in PBC non-responders (40% on UDCA) or PSC leveraging Gilead's hepatology networks"
X Link 2025-08-10T10:30Z [---] followers, [---] engagements
"$ESPR for me no impact and rather positive : 1- Tech transfer can be done in Q3 [----] (9-11m$/Q 2- Sales are growing fast 3- Q4 surprise profitability (1Q in advance)"
X Link 2025-08-11T14:40Z [---] followers, [---] engagements
"$ESPR $XBI When charts speak louder than words"
X Link 2025-08-11T18:07Z [---] followers, [---] engagements
"$ESPR For a pharmaceutical company like Esperion COGS includes manufacturing costs inventory valuation and supply chain expenses for drugs. No need to panic"
X Link 2025-08-11T22:38Z [---] followers, [---] engagements
"$ESPR ESPRs supply agreements with partners like Daiichi Sankyo Europe (DSE) and Otsuka along with technology transfers for manufacturing could introduce complexities in accounting for COGS potentially leading to errors"
X Link 2025-08-11T22:39Z [---] followers, [---] engagements
"$ESPR latest short interest data : +1m . and 34.88m shares traded on 07/24 The break of $2/2.05 will be spectacular"
X Link 2025-08-11T23:08Z [---] followers, [---] engagements
"$espr Supply dries up around $2 . first test of resistance to see if there are more seller.then we jump"
X Link 2025-08-13T14:45Z [---] followers, [---] engagements
"@DrStoxx $GTLB 40C 9/26exp $1M"
X Link 2025-08-13T15:05Z [---] followers, [---] engagements
"$espr Fintel confirms not many shares to borrow"
X Link 2025-08-13T15:24Z [---] followers, [---] engagements
"$ESPR Prep. for the JP launch maybe scaling up manufact. and supply chain operations. Pre-launch activities (e.g. invent. buildup or supply agreements) could involve deferred payment structures potentially impacting accounts receivable indirectly if structured as trade receiv"
X Link 2025-08-13T22:27Z [---] followers, [---] engagements
"$ESPR is preparing for launches in additional regions including Canada (NDA filed approval expected Q4 2025).Esperion may be increasing raw material and inventory levels to meet European demand. fire on all cylindersππππ"
X Link 2025-08-13T22:30Z [---] followers, [---] engagements
"$espr The 85% inventory growth may reflect proactive stockpiling to mitigate supply chain risks. This is particularly relevant for JP where regulatory requirements may necessitate specific manufacturing processes or local inventory reserves"
X Link 2025-08-13T22:32Z [---] followers, [---] engagements
"$ESPR Few noticeable increases"
X Link 2025-08-14T10:34Z [---] followers, [---] engagements
"$ESPR improving cash collection with lower receivables a 15% inventory reduction from Q2 [----] levels reflecting efficient supply chain management will reduce debt risk and improve cash flow while lower inventory reduces carrying costs potentially boosting margins by 25%"
X Link 2025-08-14T11:35Z [---] followers, [---] engagements
"@YoloAfred @pdamodaran it does not matter a BO as the turnaround is engaged and growth firing on all cylinder.when big institutions notice in September and hopefully high 3s AS THEY can not buy penny stocks we fly $5/6$ by market forces"
X Link 2025-08-14T14:49Z [---] followers, [--] engagements
"$espr 2.6m shares. getting serious buyer"
X Link 2025-08-14T14:53Z [---] followers, [---] engagements
"@Zeteo_Paideian it is coming.fire few shots.π€ π§π"
X Link 2025-08-14T17:35Z [---] followers, [--] engagements
"@StockPatternPro $ESPR mark my words"
X Link 2025-08-14T18:01Z [---] followers, [---] engagements
"@UnicusResearch NOT sure why many are excited by PPI tame Import Prices powerful deflationary forces from China and elsewhere.PPI today domestic input non trade related"
X Link 2025-08-14T19:41Z [---] followers, [--] engagements
"$ESPR Wasatch advisors LP .no more selling"
X Link 2025-08-14T20:35Z [---] followers, [---] engagements
"$espr 13-F one liquidation but others buying or on hold"
X Link 2025-08-14T20:54Z [---] followers, [---] engagements
"$espr Something intriguing I can not find ESPR in Armistice Capital 13-F not even the warrants (not sure it has to be in 13-F)"
X Link 2025-08-14T21:24Z [---] followers, [---] engagements
"@zoomyzoomm hopefully i am patient but $bidu is exhausting and $BABA frustrating.but holding big"
X Link 2025-08-14T23:40Z [---] followers, [---] engagements
"$espr In JP PMDAs guidelines allow for accelerated pathways such as the Conditional Early Approval System which can expedite approvals for drugs with confirmed efficacy and safety potentially skipping extensive panel reviews if foreign clinical data is deemed sufficient"
X Link 2025-08-15T13:30Z [---] followers, [---] engagements
"$ESPR still [----] Call [--] on 08/15 it seems we got late dumb because they don't want delivery of the shares.big mistake"
X Link 2025-08-15T19:56Z [---] followers, [---] engagements
"@Bbrc424864Bbrc no need money when you have receivables of $100m mainly linked to payers they just can say we don't take it you pay our milestones or you pay fair prices at your $12-16 usd"
X Link 2025-08-15T22:28Z [---] followers, [--] engagements
"@Bbrc424864Bbrc exactly what I post few days all the people talking about capital raise never read a balance sheet"
X Link 2025-08-18T20:12Z [---] followers, [--] engagements
"@junior__white Yes but it does not change the income profit and the balance sheet is showing profitability soon with strong growth. but yes"
X Link 2025-08-19T09:27Z [---] followers, [--] engagements
"$ESPR $XBI #xbi Moving step by step .$2.30/2.33 next . Clear accumulation by large buyers confirmed by volume. Getting closer to re-rating into the 4/5s area"
X Link 2025-08-19T13:51Z [---] followers, [---] engagements
"$ESPR $XBI #xbi Post Labor day.firework in the making"
X Link 2025-08-19T14:08Z [---] followers, [---] engagements
"@Bogachan_1971 Sure.but the leverage is from there.and CNYJPY is key.that's why Chinese banks swaps activity is large"
X Link 2025-08-19T16:09Z [---] followers, [--] engagements
"@rumourbuyouts still great price with patent running 2038/2040 .if any bid and too low Big US pharma will have it.GILD/AMGN/NOVS. Calibration needed here"
X Link 2025-08-19T16:25Z [---] followers, [--] engagements
"@Bogachan_1971 CN Banks have redirected these surplus funds into foreign assets and clearly on JP Bills as the Yen is too low vs CNY"
X Link 2025-08-19T16:30Z [---] followers, [--] engagements
"@samuel_lou17 I am heavy long on this one but painful with false start"
X Link 2025-08-19T17:46Z [---] followers, [--] engagements
"@samuel_lou17 just CH IR so low always coincide with a ride.on equities and valuation gap is so wide In the context where China is far ahead in robotics and A.I"
X Link 2025-08-19T17:56Z [---] followers, [--] engagements
"@AndriiMart1 then ESPR is profitable earlier than Q1 [----] .in 4Q2025 only with sales not including milestones payment"
X Link 2025-08-19T20:22Z [---] followers, [--] engagements
"@EquityBrian ESPR turnaround story sales growing and global expansion profitability 4Q [----] earlier than expected for me"
X Link 2025-08-20T11:26Z [---] followers, [--] engagements
"$ADI Delivers strong EPS and increases guidance with industrial business showing strong performance. According to Jefferies gross margin are heading towards 70% or higher in the next Q. The consolidation since June [----] is about to end Breakout $280"
X Link 2025-08-20T21:34Z [---] followers, [---] engagements
"@Ahmetzbek Preparing to say nothing nobody care.no vision always lagging focus on inflation when deflation is around the corner.Commercial RE is in crisis banks borrowing to operate. The chaos is coming"
X Link 2025-08-21T17:46Z [---] followers, [--] engagements
"$BIDU Semi design firm Kunlunxinbacked by Baidu had won chip orders worth over a billion yuan ($139 million) for telecoms firm China Mobile's AI projects. Kunlunxin will supply artificial intelligence chips compatible with Nvidia's CUDA software platform to firms. $95 Key"
X Link 2025-08-22T14:45Z [---] followers, [---] engagements
"@JeremyWS Rotation into Chinese equities consumer and tech.Chinese tech(cheap) about to skyrocket when US tech dives (expensive)"
X Link 2025-08-23T15:10Z [---] followers, [--] engagements
"$ESPR no news from ESPR for Morgan Stanley 23rd Annual Global Healthcare Conference 9th Sept NY / Cantor is hosting its Global Healthcare Conference Wednesday September [--] Friday September [--] 2025"
X Link 2025-08-25T16:24Z [---] followers, [---] engagements
"@Bogachan_1971 The Fed has never been independent. While the BoG is an independent government agency the Federal Reserve Banks are set up like private corporations. Member banks hold stock in the Federal Reserve Banks and earn dividends. .that's why TBTF"
X Link 2025-08-26T17:51Z [---] followers, [--] engagements
"@PCRJ7 I think with Beijing pro AI policy we are not far. And robotaxis global expansion.deserve better valuations. The catalyst could be Apple and bidu Ai partnership"
X Link 2025-08-27T11:49Z [---] followers, [--] engagements
"@AndriiMart1 I think GILD will take the control of the design and the clinical trials.upfront payment and milestones for ESPR.Takeover later or if really good pre clinical data they buy them now easy for them to increase sales in the U.S and plenty of cash with expansion"
X Link 2025-08-27T20:29Z [---] followers, [---] engagements
"@AndriiMart1 I mean control of the design and the clinic. I was surprised when Sheldon likes that thread early August. I was in Cymabay before the buyout"
X Link 2025-08-27T21:33Z [---] followers, [--] engagements
"$TIGR Profit taking on good results. Asia starting a bull market. The 40k new users contributed more net asset inflow than the 60k new users in 1Q.valuations remain quite cheap $11.80/82 and we should see more upside momentum. Medium term $20/22"
X Link 2025-08-28T10:53Z [---] followers, [---] engagements
"$ESPR Convertible are corporate bonds with an embedded option that allows investors to convert bonds into the common stocks of the issuing company. Behaving similarly to bonds when the underlying equity falls and more like stocks when the underlying equity rises convertibles"
X Link 2025-08-28T12:10Z [---] followers, [---] engagements
"$ESPR lot of confusion about conversion it's like derivative options. The Conversion premium reflects the value of the embedded equity call option in the convertible bond. no automatic conversion for a bond fund but juice their performance"
X Link 2025-08-28T12:12Z [---] followers, [---] engagements
"It seems a squeeze is in action.after this overdone action yesterday $12.70 next $tigr"
X Link 2025-08-28T13:40Z [---] followers, [---] engagements
"$BIDU Good reaction today $90.60 need to be broken to open 92.5/93 again we are bracing for a huge run in September. Accumulation here .A.I superiority with Ernie chips robotaxis and languishing at 90$ what a steal Buy WHILE you can at this price"
X Link 2025-08-28T14:23Z [---] followers, [---] engagements
"@marketswithmay smart because a big mess is coming in sept/october no wrong with patience"
X Link 2025-08-28T14:59Z [---] followers, [--] engagements
"$tigr Textbook EW theory LET'S see when we reach $17 as the consolidation ended yesterday.distribution here below $12.70/12.40 before $13.20 Long and strong"
X Link 2025-08-28T15:29Z [---] followers, [---] engagements
"$TIGR According to plan let's run to $13+"
X Link 2025-08-28T17:27Z [---] followers, [---] engagements
"@Bbrc424864Bbrc normal market action should to run up later before the close .let's see.and for triple combo .otsuka should get a deal with ESPR asap"
X Link 2025-08-28T18:22Z [---] followers, [--] engagements
"$BIDU the wait is over The breakout of $95 open a huge move. $109/110 then $125"
X Link 2025-08-29T13:43Z [---] followers, [---] engagements
"@TheShortBear IMAGINE $Bidu with faster cloud growth.and MC below cash"
X Link 2025-08-29T17:22Z [---] followers, [---] engagements
"$NVDA $SMH A monthly setup that look like Sept [----]. Bearish divergence .the end of [----] can be nasty here"
X Link 2025-08-29T20:31Z [---] followers, [---] engagements
"@Bogachan_1971 very interesting.we can get CNY up and Yen down.It is a trade i have in mind. TSLA for sure down"
X Link 2025-08-29T21:29Z [---] followers, [--] engagements
"$ESPR The most bullish analyst part 1.to follow this week"
X Link 2025-08-31T20:35Z [---] followers, [----] engagements
"$espr $xbi #Biotech News for TRIPLE Combo https://www.businesswire.com/news/home/20250830006011/en/Daiichi-Sankyo-Announces-the-Development-of-a-Fixed-Triple-Combination-Lipid-Lowering-Tablet-to-Address-Persistent-Gaps-in-the-Management-of-Elevated-LDL-C https://www.businesswire.com/news/home/20250830006011/en/Daiichi-Sankyo-Announces-the-Development-of-a-Fixed-Triple-Combination-Lipid-Lowering-Tablet-to-Address-Persistent-Gaps-in-the-Management-of-Elevated-LDL-C"
X Link 2025-08-31T20:41Z [---] followers, [---] engagements
"$espr For info- Bioequivalence for Approval. For a reformulated triple combination pill containing bempedoic acid (e.g. a fixed-dose combination like bempedoic acid/ezetimibe/statin) regulatory agencies like the EMA or FDA allow approval based on bioequivalence studies"
X Link 2025-08-31T21:06Z [---] followers, [---] engagements
"$ESPR #Nexletol Pharma Japan confirms Nexletol approval last Friday"
X Link 2025-09-01T10:37Z [---] followers, [---] engagements
"$ESPR The MHLW often uses a comparator-based pricing method referencing similar drugs in Japan or international markets. Since Nexletol was already priced in the EU and US the MHLW could use these as reference points (adjusted for Japans market) to set the NHI price"
X Link 2025-09-01T14:49Z [---] followers, [---] engagements
"$ESPR more efficiently avoiding prolonged negotiations. For example Nexletols unique mechanism (ATP citrate lyase inhibition) and its positioning as an alternative for statin-intolerant patients likely simplified the pricing discussion as its value was clear from EU/US data"
X Link 2025-09-01T14:49Z [---] followers, [---] engagements
"$ESPR JPs NHI pricing often incorporates International Reference Pricing (IRP) where prices in the US UK Germany are considered (MHLW guidelines). Nexletols prices in the US and EU gave the MHLW and Chuikyo a clear reference for setting a competitive NHI price"
X Link 2025-09-01T14:53Z [---] followers, [---] engagements
"$espr It will likely expedite negotiations with Otsuka Pharmaceutical. Launching should happen in October 2025"
X Link 2025-09-01T14:55Z [---] followers, [---] engagements
"@MidlifeGrinch otsuka should do it first but they may wait for the pricing which should come shortly.let's see if the "rumor" of bids are true"
X Link 2025-09-02T09:56Z [---] followers, [--] engagements
"@FL0WG0D $ESPR options volume spike"
X Link 2025-09-02T15:02Z [---] followers, [---] engagements
"$ESPR Active across maturities O.I moving on dec and jan on C2.5 & 3"
X Link 2025-09-02T15:11Z [---] followers, [---] engagements
"$ESPR #ESPR #BIOTECH Recommended approval in JAPAN high volume milestones and conferences.debt reimbursement sales growth ==cash flow= profit M&A .$2.5/3bn valuation discounted today"
X Link 2025-09-02T15:15Z [---] followers, [---] engagements
"$ESPR Moving according to plan .step by step.blast up soon"
X Link 2025-09-02T15:18Z [---] followers, [---] engagements
"$espr #espr Rating upgrade just starting .big IB next"
X Link 2025-09-02T19:31Z [---] followers, [---] engagements
"$ESPR HIGH Volume shares and options.players are accumulating "
X Link 2025-09-02T19:51Z [---] followers, [---] engagements
"$ESPR $XBI Notice large volume before share price appreciation.last [--] weeks we can see substantial volume and now approaching a key resistance area in the cloud .good to reason to think the breakout is imminent Would like to see a huge gap up to clear this area M&A bid war"
X Link 2025-09-02T21:11Z [---] followers, [---] engagements
"@zoomyzoomm after MongoDB and recent AWS contract.I would be surprised if we don't see a re-rating 60/65$"
X Link 2025-09-02T21:50Z [---] followers, [--] engagements
"@monetarycomm deflationary sign"
X Link 2025-09-03T12:37Z [---] followers, [--] engagements
"$espr #espr Day for Cantor conf.Management has to be like on CC of the ER. Confident turnaround done it is a growth story with global expansion launched with no dilution. Update on tech transfer Pipeline partnership for this ACLY ESP1336"
X Link 2025-09-03T13:09Z [---] followers, [---] engagements
"$ESPR Good conference and very confident. Combination therapy is the future large TAM and 30% patients can't take statins. EU US both $1bn sales with Japan close as population has LDL issues. Pipeline ESP1336 quiet. For me ESPR is ready to marry Welcome BIDDERS"
X Link 2025-09-03T14:28Z [---] followers, [---] engagements
"$ESPR I was not in the buyout camp. But too relax and a BP can do much better ACLY ESPR will not be develop internally.it is just a question of price Restructured and full of cash. And I think they are negotiating.just my thoughts"
X Link 2025-09-03T14:31Z [---] followers, [---] engagements
"$ESPR if investors want to make good returns instead of gambling on frothy valuations on A.i tech.they should pour money into SMID Biotech such as ESPR. BP wants to grow revenue because of patent cliffs next two years.Accumulated deficit in 2Q2025 $1.654bn"
X Link 2025-09-03T14:54Z [---] followers, [---] engagements
"$ESPR Almost ready for one more step $2.50/2.54"
X Link 2025-09-03T16:18Z [---] followers, [---] engagements
"$gtlb Interesting setup before ER tonight. Management guidance aligns closely with consensus: Q2'25 revenue is guided at $226$227M (+24.0% YoY) with full-year guidance of $936$942M (+23.7% YoY). Highlighting continued strong demand for its DevOps platform. Long here"
X Link 2025-09-03T17:14Z [---] followers, [----] engagements
"@MidlifeGrinch @AleksandrDubson that's why It think a buyout is around the corner"
X Link 2025-09-03T18:36Z [---] followers, [--] engagements
"$GTLB Good ER and Earnings Call- Great survey from customers showing that AI will be rocket fuel for GTLB (over 90% of their customers saying they plan to significantly expand with GitLab e.g. their Customers are LMT GS NVDA etc.) especially once Duo is no longer in Beta B"
X Link 2025-09-03T21:05Z [---] followers, [---] engagements
"From GitLab's call they are clearly not baking into guidance all they discussed on the earnings call - e.g. the future of Duo and AI product developments customer surveys etc. they are sticking with par for the consistent 30% growth in their guidance.Buy"
X Link 2025-09-03T22:14Z [---] followers, [--] engagements
"$GTLB GitLabs net revenue retention rate was 122% in Q2. This means GitLab wouldve grown its revenue by 22.5% even if it didnt win any new customers over the last [--] months"
X Link 2025-09-03T22:26Z [---] followers, [---] engagements
"@monetarycomm Consumers lose purchasing power IS not true. It is like VAT impact can be lower consumption but higher for longer already putting pressure on the consumers. I see more deflation issue near term. Purchasing power is when US dollar loses 50% relative to Gold in the last [--] years"
X Link 2025-09-03T22:31Z [---] followers, [--] engagements
"$GTLB Contrary all pessimism EPS GUIDANCE was RAISED & there were no miss on REVENUE GUIDANCE - they kept their guidance unchanged (which was consensus) even with the product momentum theyre seeing from customers they mentioned in their earnings call open down and green"
X Link 2025-09-04T12:41Z [---] followers, [---] engagements
"$espr #espr We have large milestones with our JP partner Otsuka and those are tied to the regulatory process. Pricing cant happen until that full official approval but it usually happens shortly after. Weve already had some of those pricing discussions.2W Max"
X Link 2025-09-04T13:04Z [---] followers, [---] engagements
"$espr CFO "Q2 we had positive operating income for the first time from ongoing oper. I dont think anyone believed us until 2Q and that now lets people draw a direct line from Q to Q. We have strong US growth that has continued QoQ and we dont see that changing anytime soon"
X Link 2025-09-04T13:15Z [---] followers, [---] engagements
"$ESPR The technical picture is far better than at any previous bounce and buyers are accumulating. We are close to the big breakout zone coinciding with a cross on many indicators. Investors start to realize that BA and triple combo are the future for CVD.Multi Bn$ drug"
X Link 2025-09-04T15:05Z [---] followers, [---] engagements
"$espr The Santorini study showedas well by DSE a low dose statin plus Nexlezet gets close to 75% of patients to goal. So thats the beauty about Nexlezet and Nexletol. You can use it with a statin or without the statin. This is huge and a revolution for a silent killer disease"
X Link 2025-09-04T16:35Z [---] followers, [---] engagements
"$ESPR U.S potential is huge time to get BA out there https://www.pharmacytimes.com/view/with-proper-adherence-to-cholesterol-lowering-drugs-thousands-of-cardiovascular-events-could-be-avoided https://www.pharmacytimes.com/view/with-proper-adherence-to-cholesterol-lowering-drugs-thousands-of-cardiovascular-events-could-be-avoided"
X Link 2025-09-04T16:43Z [---] followers, [---] engagements
"$espr $xbi The researchers also analyzed U.S. patient data applying E.U. guidelines. The European guidelines had more aggressive LDL-C goals compared to U.S. guidelines resulting in wider gaps between observed and recommend care. https://publichealth.jhu.edu/2025/tens-of-thousands-of-heart-attacks-and-strokes-could-be-avoided-each-year-if-cholesterol-lowering-drugs-were-used-according-to-guidelines https://publichealth.jhu.edu/2025/tens-of-thousands-of-heart-attacks-and-strokes-could-be-avoided-each-year-if-cholesterol-lowering-drugs-were-used-according-to-guidelines"
X Link 2025-09-04T16:45Z [---] followers, [---] engagements
"$espr Quantifying Patient Preferences About Features of Nonstatin Lipid-Lowering Therapies (CEO comment at Cantor). Big pharma will be around soon. https://www.ahajournals.org/doi/10.1161/CIRCOUTCOMES.124.011804 https://www.ahajournals.org/doi/10.1161/CIRCOUTCOMES.124.011804"
X Link 2025-09-04T16:51Z [---] followers, [---] engagements
"$espr C [---] Dec2025 O.I= [----] C2.5 Jan2026 O.I=5897 C2.5 Mar2026 O.I=1318 Next step before HCW Conf"
X Link 2025-09-04T17:47Z [---] followers, [---] engagements
"$Espr keep going a close at $2.55/56"
X Link 2025-09-04T19:47Z [---] followers, [---] engagements
"@KC572 Just starting and multi $bn drug future of LDL therapy super cheap before Japan launch next month"
X Link 2025-09-04T20:00Z [---] followers, [---] engagements
"@KC572 Profitable in Q4 [----] have a look to the balance sheet"
X Link 2025-09-04T20:11Z [---] followers, [--] engagements
"$ESPR VOL : 7.42m shares. with such fundamentals . time for big hands to buy large quantity OTM Calls and then bid seriously this stock then re rating where it should be at $7/8$"
X Link 2025-09-04T20:26Z [---] followers, [---] engagements
"$TEM after the outstanding ER in August and the acquisition few days ago.ready to ride again toward $91 .first resistance $84"
X Link 2025-09-04T20:33Z [---] followers, [---] engagements
"@KC572 just the facts and the numbers.any BP should take them out. Quickly and with ACLY ESP [----] for PSC.plus acc deficit $1.654bn and milestones next few years it is the most de risk biotech "
X Link 2025-09-04T20:42Z [---] followers, [---] engagements
"$ESPR Short Interest :22636104 shares Short Interest Ratio3.66 Days to Cover Short Interest % Float : [-----] % as of August 15th. there are not many shares for buying back as buyers are accumulating quietly.Prepare for a bang"
X Link 2025-09-04T20:59Z [---] followers, [---] engagements
"$ESPR India analyst preakv6 on Inventory :"What I personally think is theres a inventory de-stocking at Esperion partly because of handover of some part of the supply chain to DSE. ESPR was controlling supply of all market until now""
X Link 2025-09-05T11:26Z [---] followers, [---] engagements
"$espr "but later in the year they are going to be handing over Europe control to DSE as per their calls. This will help reduction of inventory at ESPR (good thing if you are an ESPR investor - you can see the stock has done so well in the last month due to this)""
X Link 2025-09-05T11:27Z [---] followers, [---] engagements
"$espr "Now how DSE handles its own supply chain and when Esperion starts restocking (they will need supplies only for the markets they are controlling - which is only US currently and going forward Japan Canada Australia Israel etc.) remains to be seen.""
X Link 2025-09-05T11:28Z [---] followers, [---] engagements
"$espr "Another thing to note is EU:US is something like 65:35 (or 70:30) if am not mistaken - which means if Neuland gets exclusivity with DSE. But US growth has picked up considerably this year due to better insurance terms and over time ""
X Link 2025-09-05T11:29Z [---] followers, [---] engagements
"$ESPR as you can see the destocking of inventory on the balance sheet will signal DSE tech transfer is near and growth strong. From yesterday shorts spike again.signal strong buying demand let's crush them"
X Link 2025-09-05T11:33Z [---] followers, [---] engagements
"$ESPR $XBI The biotech industry is extremely sensitive to changes in interest rates primarily due : high financing needs and high future value. The expectations of interest rate cuts not only bring about an increase in valuations but may also accelerate industry M&A. Buy Buy"
X Link 2025-09-05T13:03Z [---] followers, [---] engagements
"$espr Bempedoic acid (180 mg/day) reduced LDL-C by -25.25% compared to -3.46% with placebo after [--] weeks. Launch in JP is expected to be in 4Q. October 2025.mark my words"
X Link 2025-09-05T14:37Z [---] followers, [---] engagements
"$ESPR #ESPR $XBI #Biotechnology Never saw a compression like this on Bollinger Bands. Bears better to be careful of the blast Short Interest :22636104 shares Short Interest Ratio3.66 Days to Cover SI % Float : [-----] %"
X Link 2025-09-05T14:58Z [---] followers, [---] engagements
"$ESPR #ESPR $XBI #BIOTECHNOLOGY Turnaround completed Ample cash de-risked and sales growth with global expansion. JP approval and pricing expect the week of Sept 22nd [----]. launch expected October [----] [--------] $4 PTG"
X Link 2025-09-05T15:05Z [---] followers, [----] engagements
"$espr #espr $xbi The ESC guidelines act as a significant accelerator for Esperions European sales by endorsing LDL-C lowering therapies potentially supporting the CEOs $2 billion U.S./Europe sales target by [----] with $100M from Japan. The valuation est. ESPR at $14.18"
X Link 2025-09-05T15:28Z [---] followers, [---] engagements
"$espr Valuation estimates do not include the pipeline not in clinic.if patent extension until [----]. yes indeed it is way higher than that with only a population statin intolerant.definitely of interest for any BP with patent cliff .highly profitable scalable business"
X Link 2025-09-05T15:30Z [---] followers, [---] engagements
"@AndreaRilli @Bbrc424864Bbrc Listening the conf call: There were too lay back CEO does not the science of its promising pipeline they fixed the capital structure partnerships globally bringing most of the growth with lot of potential in the US(BP). Ample cash and profitable in Q42025. It is about price"
X Link 2025-09-05T15:33Z [---] followers, [--] engagements
"$espr I mentioned yesterday how to start a big squeeze by buying big chunk of options OTM and then buying big blocks of shares in the cash market. Baby step here but definitely worth watching if we start to see more"
X Link 2025-09-05T15:59Z [---] followers, [---] engagements
"$ESPR $XBI C5.5 Jan2026 sweep 0.10(offer) [----] Open Interest : 1"
X Link 2025-09-05T16:11Z [---] followers, [---] engagements
"$espr Good activity today VOL: 10m and good options activity. On track for $4 in september"
X Link 2025-09-05T20:07Z [---] followers, [----] engagements
"@Bbrc424864Bbrc my friend you don't know how pension funds large mutual funds or HF are working. they accumulate over days or weeks trying to not to affect or swing price too much. look at VWAP price over the last few week . now buyers requires more supply and then higher prices"
X Link 2025-09-05T21:31Z [---] followers, [--] engagements
"@Bbrc424864Bbrc Fed rate cut it is for sector rotation guidelines it takes time (momentum). the key next few weeks: pricing in JP the week of 22nd September launch October 1st then ER reports confirming growth momentum this report will key for huge re rating"
X Link 2025-09-05T21:36Z [---] followers, [--] engagements
"$ESPR interesting that Esperion attends HCW Health care conference tomorrow after attending MS Global Healthcare conference for many years Morgan Stanley Global Healthcare Conference New York [----] $XBI starts tomorrow $MRK $AZN $REGN $BBIO $VKTX $OCUL $ARGX $LLY $MDGL $HALO many more https://t.co/ObnDy9j9Gn Morgan Stanley Global Healthcare Conference New York [----] $XBI starts tomorrow $MRK $AZN $REGN $BBIO $VKTX $OCUL $ARGX $LLY $MDGL $HALO many more https://t.co/ObnDy9j9Gn"
X Link 2025-09-07T15:51Z [---] followers, [---] engagements
"$NVDA $SMH Consolidation underway and a rounding top formation $165 support but we should test $147/143 in the next few weeks. May see rotation out of NVDA into other names"
X Link 2025-09-08T17:47Z [---] followers, [---] engagements
"$ESPR #ESPR $XBI Consolidation after few test $2.70. We are pausing on the ascending channel. Nothing wrong. I think we should see a gradual recovery and further strength later this week. $3 is the next relevant resistance above $2.70"
X Link 2025-09-08T18:33Z [---] followers, [---] engagements
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