# ![@MBbiotech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1319117482930532353.png) @MBbiotech Osprey Capital

Osprey Capital posts on X about gold, inflation, cash flow, flow the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1319117482930532353/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1319117482930532353/c:line/m:interactions.svg)

- [--] Week [-----] -74%
- [--] Month [------] +79%
- [--] Months [-------] +62%
- [--] Year [-------] +198%

### Mentions: [--] [#](/creator/twitter::1319117482930532353/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1319117482930532353/c:line/m:posts_active.svg)

- [--] Month [--] +24%
- [--] Months [---] +16%
- [--] Year [---] +162%

### Followers: [-----] [#](/creator/twitter::1319117482930532353/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1319117482930532353/c:line/m:followers.svg)

- [--] Week [-----] +0.14%
- [--] Month [-----] +0.30%
- [--] Months [-----] +7.40%
- [--] Year [-----] +33%

### CreatorRank: [-------] [#](/creator/twitter::1319117482930532353/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1319117482930532353/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42% [stocks](/list/stocks)  28% [cryptocurrencies](/list/cryptocurrencies)  7% [celebrities](/list/celebrities)  5% [technology brands](/list/technology-brands)  3% [countries](/list/countries)  3% [social networks](/list/social-networks)  2% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[gold](/topic/gold) 12%, [inflation](/topic/inflation) 6%, [cash flow](/topic/cash-flow) 5%, [flow](/topic/flow) 5%, [$xbi](/topic/$xbi) 5%, [$gld](/topic/$gld) 5%, [$gdx](/topic/$gdx) 5%, [we are](/topic/we-are) 4%, [market](/topic/market) 4%, [if you](/topic/if-you) 4%

**Top accounts mentioned or mentioned by**
[@chicfryrice](/creator/undefined) [@grok](/creator/undefined) [@biohazard3737](/creator/undefined) [@elonmusk](/creator/undefined) [@thegladiatorhc](/creator/undefined) [@sharkbaitbio](/creator/undefined) [@amaymd](/creator/undefined) [@sanctuarybio](/creator/undefined) [@jkrowling](/creator/undefined) [@raydalio](/creator/undefined) [@sharkbait_bio](/creator/undefined) [@parrotcapital](/creator/undefined) [@trenttelenko](/creator/undefined) [@andreassteno](/creator/undefined) [@decodingthings](/creator/undefined) [@himsherscomms](/creator/undefined) [@mensahtamstock](/creator/undefined) [@michaeljburry](/creator/undefined) [@ft](/creator/undefined) [@jemimajoanna](/creator/undefined)

**Top assets mentioned**
[SPDR GOLD ETF (GLD)](/topic/$gld) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Pharvaris, B.V. (PHVS)](/topic/$phvs) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Alumis Inc. (ALMS)](/topic/$alms) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Enliven Therapeutics, Inc. (ELVN)](/topic/$elvn) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Johnson & Johnson (JNJ)](/topic/$jnj) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Hims & Hers Health, Inc. (HIMS)](/topic/hims-hers) [CinCor Pharma, Inc. (CINC)](/topic/$cinc) [Bitcoin (BTC)](/topic/bitcoin) [Eli Lilly and Company (LLY)](/topic/$lly) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [SuperRare (RARE)](/topic/$rare)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$VTYX I have it from a great authority (the VC who funded the series A) that it all came together as a margarita fueled brain storming session after a surf session in Cabo. I love stories like this"  
[X Link](https://x.com/MBbiotech/status/2015854262853771479)  2026-01-26T18:28Z [----] followers, [----] engagements


"$OCUL come on baby. $OCUL . interesting piece of information - "The trial continues to maintain an exceptional rate of patient retention and per protocol-defined treatment rescues" . de facto says the following "The trial continues to maintain an exceptional rate of patient retention" + "The https://t.co/ybjzLqEIOV $OCUL . interesting piece of information - "The trial continues to maintain an exceptional rate of patient retention and per protocol-defined treatment rescues" . de facto says the following "The trial continues to maintain an exceptional rate of patient retention" + "The"  
[X Link](https://x.com/MBbiotech/status/2019442375009939792)  2026-02-05T16:05Z [----] followers, [----] engagements


""We are now one full quarter into the commercial story of $LQDA and they are having a better launch to date than $VRNA". $LQDA reported their results yesterday that far exceeded our own expectations. To appreciate the scope of this launch so far we believe the case study of $VRNA is illuminating. Both $VRNA and $LQDA treat pulmonary conditions (COPD/PH) have similar undiluted share counts $LQDA reported their results yesterday that far exceeded our own expectations. To appreciate the scope of this launch so far we believe the case study of $VRNA is illuminating. Both $VRNA and $LQDA treat"  
[X Link](https://x.com/MBbiotech/status/1985724947420103139)  2025-11-04T15:04Z [----] followers, [----] engagements


"$ELVN today's data should settle the recent discussion about whether ELVN-001 is competitive. Also 1/3 the valuation of $TERN seems unreasonable"  
[X Link](https://x.com/MBbiotech/status/2009371391410291113)  2026-01-08T21:07Z [----] followers, [----] engagements


"$BBIO advertising on uber. You don't need to convince me"  
[X Link](https://x.com/MBbiotech/status/2011501649853104365)  2026-01-14T18:12Z [----] followers, [----] engagements


"$ALMS best in class wholly owned oral TYK2 (Envudeucitinib) with data (see below) comparable to Ico. Even the company was surprised that the P3 data exceeded P2. Investors may be sleeping on the upcoming SLE (Lupus) data a large but much less competitive space than plaque psoriasis. How $ALMS TYK2 compares to $JNJ peptide IL-23 ( pending approval) and $BMY Sotykto TYK2 (approved) $TAK is similar to BMY in PASI [---] How $ALMS TYK2 compares to $JNJ peptide IL-23 ( pending approval) and $BMY Sotykto TYK2 (approved) $TAK is similar to BMY in PASI 100"  
[X Link](https://x.com/MBbiotech/status/2013604151121399990)  2026-01-20T13:26Z [----] followers, [----] engagements


"$ALMS investors are sleeping on the upcoming SLE (lupus) data I believe in Q3. Large market little competition. This is one of the more interesting readouts I am looking forward to in [----]. $ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in multiple sclerosis 3Q26. Envu: Topline phase II data in systemic lupus erythematosus 2H26: Envu: Topline data from ONWARD3 in $ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in"  
[X Link](https://x.com/MBbiotech/status/2014347355961868479)  2026-01-22T14:40Z [----] followers, [----] engagements


"$PCVX Vaxcyte Advances Adult and Infant Programs for VAX-31 a Potential Best-in-Class Next-Generation Pneumococcal Conjugate Vaccine https://finance.yahoo.com/news/vaxcyte-advances-adult-infant-programs-220000900.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/vaxcyte-advances-adult-infant-programs-220000900.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/MBbiotech/status/2014498904151310656)  2026-01-23T00:42Z [----] followers, [---] engagements


"$PCVX TRUMP EFFECT: Vaxcyte announces it is hiring new manufacturing employees following its $1 billion investment in North Carolina https://t.co/GB2Ei6GkRv TRUMP EFFECT: Vaxcyte announces it is hiring new manufacturing employees following its $1 billion investment in North Carolina https://t.co/GB2Ei6GkRv"  
[X Link](https://x.com/MBbiotech/status/2014818276539564487)  2026-01-23T21:51Z [----] followers, [----] engagements


"$PRAX ulixacaltamide received Breakthrough Therapy Designation in December [----] following completion of its Ph3 ET program and positive pre-NDA meeting. Importantly PRAX emphasized the distinction of receiving BTD as a late-stage asset vs early-stage where the FDA determined this after seeing clear Ph3 evidence of ulixacaltamide's meaningful benefit. It's a "tell" that to me represents a bigger win for ulixacaltamide then most realize and validates its transformative product profile in ET. https://twitter.com/i/web/status/2015169701371101589 https://twitter.com/i/web/status/2015169701371101589"  
[X Link](https://x.com/MBbiotech/status/2015169701371101589)  2026-01-24T21:07Z [----] followers, [----] engagements


"@TheGladiatorHC @grok what are some of the more promising publicly traded small cap gold miners with real production growth that sell at reasonable multiples of earnings or cash flow"  
[X Link](https://x.com/MBbiotech/status/2015912420687159596)  2026-01-26T22:19Z [----] followers, [--] engagements


"One of the best memes ever"  
[X Link](https://x.com/MBbiotech/status/2017439191496274405)  2026-01-31T03:26Z [----] followers, [---] engagements


"@Biohazard3737 I won't be surprised if we find out soon that we've entered a mild deflation. I would think that biotech might hold up relatively well in that but it may trigger a more general and deeper market correction first taking down bios before they do "relatively well""  
[X Link](https://x.com/MBbiotech/status/2019552391662825662)  2026-02-05T23:23Z [----] followers, [---] engagements


"@sharkbait_bio @Biohazard3737 That's what I am going on. Truflation shifted abruptly downward [---] to [---] to .80 all within the past two weeks. I am not sure what to make of it but this coupled with the across the board risk off selling looks different"  
[X Link](https://x.com/MBbiotech/status/2019560687014670616)  2026-02-05T23:56Z [----] followers, [--] engagements


"@sharkbait_bio @Biohazard3737 Ticked up to 1.01%"  
[X Link](https://x.com/MBbiotech/status/2019560915482603887)  2026-02-05T23:56Z [----] followers, [--] engagements


"David Bois is world renowned as being one of the top lawyers globally. He has an incredible reputation. If he thought there was a conflict of interest I'm sure he'd be smart enough to tap out. Obviously he disagrees with you and he obviously believes the court would disagree with you otherwise he wouldn't do it. Finally don't you think these Epstein characters have the right to some kind of a defense If you don't I'm going to chalk you up to being a buffoon. https://twitter.com/i/web/status/2019814855948276006 https://twitter.com/i/web/status/2019814855948276006"  
[X Link](https://x.com/MBbiotech/status/2019814855948276006)  2026-02-06T16:46Z [----] followers, [--] engagements


"@TrentTelenko Wildly popular in all my circles which is to say finance. I've heard him referred to time and time again as "the best treasury secretary since Alexander Hamilton""  
[X Link](https://x.com/MBbiotech/status/2019819415194472628)  2026-02-06T17:04Z [----] followers, [---] engagements


"@AndreasSteno @decoding_things You're right Andreas"  
[X Link](https://x.com/MBbiotech/status/2019911940328550695)  2026-02-06T23:11Z [----] followers, [---] engagements


"@A_May_MD @HimsHersComms Man o man you've been right about this one a long time. The amount of FUD you received from bulled up HIMS knuckleheads was entertainment like no other"  
[X Link](https://x.com/MBbiotech/status/2020234597280420327)  2026-02-07T20:33Z [----] followers, [----] engagements


"$HIMS LOL Health Regulators Ask DOJ to Investigate Hims & Hers. The Stock Plunges. https://www.barrons.com/articles/hims-hers-novo-nordisk-wegovy-doj-89163100st=2APyww https://www.barrons.com/articles/hims-hers-novo-nordisk-wegovy-doj-89163100st=2APyww"  
[X Link](https://x.com/MBbiotech/status/2020237620396343369)  2026-02-07T20:45Z [----] followers, [---] engagements


"@Sanctuary_Bio Plus no matter how good your investment is there will probably become a moment that will test you. If you don't know what you own you're going to be susceptible to some tweet by some knucklehead who says "you're crazy to own XYZ""  
[X Link](https://x.com/MBbiotech/status/2020307932387405984)  2026-02-08T01:25Z [----] followers, [---] engagements


"I will be rooting for whoever is skiing against this A-hole. Come on Uzbekistan What a disappointing message by USA Olympic Skier Hunter Hess. You can proud of your country and not support the sitting presidents policies. Olympians like @MensahTamStock celebrated with class. https://t.co/FLLkeFfJ4M What a disappointing message by USA Olympic Skier Hunter Hess. You can proud of your country and not support the sitting presidents policies. Olympians like @MensahTamStock celebrated with class. https://t.co/FLLkeFfJ4M"  
[X Link](https://x.com/MBbiotech/status/2020309028317093968)  2026-02-08T01:29Z [----] followers, [----] engagements


"THE MOMENT YOUR INTEREST PAYMENTS EXCEED TAX REVENUE YOUR COUNTRY OFFICIALLY BECOMES A PONZI SCHEME. MICHAEL BURRY HAD DROPPED A CHILLING WARNING: THE MOMENT YOUR INTEREST PAYMENTS EXCEED TAX REVENUE YOUR COUNTRY OFFICIALLY BECOMES A PONZI SCHEME. 👀 WHEN DEBT SERVICES ITSELF WHEN INTEREST OUTPACES INCOME THE SYSTEM STARTS EATING ITSELF. THIS ISNT THEORY. THIS IS https://t.co/bohpqv6M1Q MICHAEL BURRY HAD DROPPED A CHILLING WARNING: THE MOMENT YOUR INTEREST PAYMENTS EXCEED TAX REVENUE YOUR COUNTRY OFFICIALLY BECOMES A PONZI SCHEME. 👀 WHEN DEBT SERVICES ITSELF WHEN INTEREST OUTPACES INCOME THE"  
[X Link](https://x.com/MBbiotech/status/2020657556226768954)  2026-02-09T00:34Z [----] followers, [---] engagements


"@michaeljburry Respectfully GOOGL's issuance of debt isn't even remotely comparable"  
[X Link](https://x.com/MBbiotech/status/2021142300265701842)  2026-02-10T08:40Z [----] followers, [---] engagements


"@Biohazard3737 It looks like a really nice set up here at $14. $CINC was a very fast buyout even though it had issues. I also know that they received a much higher offer before they flunked their P2 that they turned down. Clearly there's real interest in this induction"  
[X Link](https://x.com/MBbiotech/status/1899093037583884639)  2025-03-10T13:40Z [----] followers, [---] engagements


"$NKTR maintenance data tomorrow. I'll just note that the pullback since we saw phenomenal data a few months back has been pretty extreme setting up a nice case of reasonable expectations going into this read out"  
[X Link](https://x.com/MBbiotech/status/2020988461617156363)  2026-02-09T22:29Z [----] followers, [----] engagements


"$NKTR BOOM A very nice setup going into this event $NKTR maintenance data tomorrow. I'll just note that the pullback since we saw phenomenal data a few months back has been pretty extreme setting up a nice case of reasonable expectations going into this read out. $NKTR maintenance data tomorrow. I'll just note that the pullback since we saw phenomenal data a few months back has been pretty extreme setting up a nice case of reasonable expectations going into this read out"  
[X Link](https://x.com/MBbiotech/status/2021233880913653789)  2026-02-10T14:44Z [----] followers, [----] engagements


"$NKTR with this new maintenance data hitting bullish scenario Nektar is clearly going to get some new looks as an M&A candidate especially at this bite sized valuation"  
[X Link](https://x.com/MBbiotech/status/2021322875513471015)  2026-02-10T20:38Z [----] followers, [----] engagements


"Deflationary influence China's consumer confidence has completely collapsed: China's consumer confidence index is down to [--] points near the lowest level on record. The index plunged [--] points between [----] and [----] and has remained at extremely pessimistic levels over the last [--] years. Before https://t.co/017IO7xLbp China's consumer confidence has completely collapsed: China's consumer confidence index is down to [--] points near the lowest level on record. The index plunged [--] points between [----] and [----] and has remained at extremely pessimistic levels over the last [--] years. Before"  
[X Link](https://x.com/MBbiotech/status/2021414134135521678)  2026-02-11T02:41Z [----] followers, [---] engagements


"Me too I do genuinely think its value is $0. I think theres no inherent value to it says @FT columnist @jemimajoanna on Bitcoin. It is a headless Ponzi scheme. $BTC https://t.co/k5SLajCGc7 I do genuinely think its value is $0. I think theres no inherent value to it says @FT columnist @jemimajoanna on Bitcoin. It is a headless Ponzi scheme. $BTC https://t.co/k5SLajCGc7"  
[X Link](https://x.com/MBbiotech/status/2021490621882695718)  2026-02-11T07:44Z [----] followers, [---] engagements


"RT @elonmusk: 🤨"  
[X Link](https://x.com/MBbiotech/status/2021834949171835150)  2026-02-12T06:33Z [----] followers, 22K engagements


"This would be a funny discussion if it weren't so sad. I've never heard a decent argument for why showing ID should not be required for voting. Scott Jennings ignites CHAOS on CNN when he asks how the SAVE Act strips voting rights from people of color. ALENCIA JOHNSON: Trump is championing a bill that would take voting rights away from a lot of black people in this country. JENNINGS: Wait what voting rights is https://t.co/MDW4YMV4Bd Scott Jennings ignites CHAOS on CNN when he asks how the SAVE Act strips voting rights from people of color. ALENCIA JOHNSON: Trump is championing a bill that"  
[X Link](https://x.com/MBbiotech/status/2021991120352534645)  2026-02-12T16:53Z [----] followers, [---] engagements


"$BBIO success after success after success. What a company. A true gift in the 70s"  
[X Link](https://x.com/MBbiotech/status/2022053475895628165)  2026-02-12T21:01Z [----] followers, [---] engagements


"$XBI slower economy lower rates bullish biotech. 12.7% of credit card balances in the US are now 90+ days delinquent the highest since [----]. 5.2% of auto loan balances are now 90+ days delinquent the highest since [----]. https://t.co/l5IYmkf6Ih https://t.co/n5PRktSDXy 12.7% of credit card balances in the US are now 90+ days delinquent the highest since [----]. 5.2% of auto loan balances are now 90+ days delinquent the highest since [----]. https://t.co/l5IYmkf6Ih https://t.co/n5PRktSDXy"  
[X Link](https://x.com/MBbiotech/status/2022185249414017244)  2026-02-13T05:45Z [----] followers, [---] engagements


"@jk_rowling @BillAckman @gghamari Yes we are with them 💯%"  
[X Link](https://x.com/MBbiotech/status/2010147263889514539)  2026-01-11T00:30Z [----] followers, [--] engagements


"@jk_rowling JK you are a force for GOOD. So glad you are out there. Keep up the good work"  
[X Link](https://x.com/MBbiotech/status/2010198098270974351)  2026-01-11T03:52Z [----] followers, [---] engagements


"@A_May_MD $17B is a drop in the bucket really for the $LLY given their cash and surging cash flow and this is a low risk acquisition that can actually move the needle for them"  
[X Link](https://x.com/MBbiotech/status/2010696641880445027)  2026-01-12T12:53Z [----] followers, [----] engagements


"@BraddrofliT "Slightest" act Do you mean like trying to run over a law enforcement officer with your car"  
[X Link](https://x.com/MBbiotech/status/2011154770174886234)  2026-01-13T19:13Z [----] followers, [--] engagements


"$GLD $GDX Blistering Metals Rally Sends Gold Silver and Copper to Records https://finance.yahoo.com/news/blistering-metals-rally-sends-gold-072908810.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/blistering-metals-rally-sends-gold-072908810.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/MBbiotech/status/2011460437293121997)  2026-01-14T15:28Z [----] followers, [---] engagements


"I get it. You're shorting a parabolic spike. Makes sense as a high R/R play. There's potential for another driver to reverse the precious metals rally and that would be for a consensus to gradually develop that they are identifying and reversing the massive government fraud that's out there nationally. We all know that Minnesota is likely only the tip of the iceberg. https://twitter.com/i/web/status/2011522012204974332 https://twitter.com/i/web/status/2011522012204974332"  
[X Link](https://x.com/MBbiotech/status/2011522012204974332)  2026-01-14T19:33Z [----] followers, [---] engagements


"@chicfryrice Huh Why Sorry.not correct. Financial advisor here. I see success every single day and the same thing created it today as yesterday"  
[X Link](https://x.com/MBbiotech/status/2011535124081623351)  2026-01-14T20:25Z [----] followers, [---] engagements


"$COGT agreed.it is compelling. $COGT in all seriousness this is my favorite long setup at the moment. Even if you haircut the rev estimate from mgmt by 50% you can very reasonably get to a 9-12B takeout value. Some debate in the mkt share split between bezu/ava in SM but it shouldn't matter that much when https://t.co/bOjWWtXNuj $COGT in all seriousness this is my favorite long setup at the moment. Even if you haircut the rev estimate from mgmt by 50% you can very reasonably get to a 9-12B takeout value. Some debate in the mkt share split between bezu/ava in SM but it shouldn't matter that"  
[X Link](https://x.com/MBbiotech/status/2011535444853555501)  2026-01-14T20:26Z [----] followers, [----] engagements


"Wild. Just wild. The United States is about to grow by 22%. The biggest real estate deal ever. The United States is about to grow by 22%. The biggest real estate deal ever"  
[X Link](https://x.com/MBbiotech/status/2012012697983021124)  2026-01-16T04:03Z [----] followers, [----] engagements


"@chicfryrice @BeardoTrader Housing is not an investment. With the stock market even if it trade sideways a good stock picker can make money"  
[X Link](https://x.com/MBbiotech/status/2012400213085028718)  2026-01-17T05:42Z [----] followers, [--] engagements


"$XBI if declining inflation holds up it should be great for our fav sector CPI real-time below 1.5%. Tariff inflation another policy miss Powell. Think about that for [--] min CPI real-time below 1.5%. Tariff inflation another policy miss Powell. Think about that for [--] min"  
[X Link](https://x.com/MBbiotech/status/2013703198960427140)  2026-01-20T20:00Z [----] followers, [---] engagements


"Central banks all over the world are diversifying out of treasuries and into gold. It's not quite as dramatic as it sounds but it is happening at the margin. If you study the gold market a very small percentage of liquidity coming out of government bonds and into gold can drive the gold price dramatically and that is exactly what's happening. https://twitter.com/i/web/status/2013844113251266972 https://twitter.com/i/web/status/2013844113251266972"  
[X Link](https://x.com/MBbiotech/status/2013844113251266972)  2026-01-21T05:20Z [----] followers, [--] engagements


"I've seen some pretty incredible economic statistics this week. The Atlanta Fed's forecasting model GDPNOW is forecasting 5.4% growth for the US economy. At the same time Truflation is forecasting a 1.48% inflation rate that is well below the Fed's 2% target"  
[X Link](https://x.com/MBbiotech/status/2014129820922511395)  2026-01-22T00:15Z [----] followers, [---] engagements


"$GLD $GDX $SLV a great overview of what's driving market movements in both precious metals and fiat currencies. IT IS DEEPLY DISTURBING TO ME AS A DATA-DRIVEN MACRO RISK MANAGER THAT THIS DISCUSSION BY OUR FRIEND @RayDalio ONLY HAS [---] THOUSAND VIEWS. IT SHOULD HAVE TWO BILLION VIEWS. IGNORE AT THE RISK OF YOUR FAMILY'S FINANCIAL SECURITY. Skipper💜 https://t.co/ojNefrw3yY IT IS DEEPLY DISTURBING TO ME AS A DATA-DRIVEN MACRO RISK MANAGER THAT THIS DISCUSSION BY OUR FRIEND @RayDalio ONLY HAS [---] THOUSAND VIEWS. IT SHOULD HAVE TWO BILLION VIEWS. IGNORE AT THE RISK OF YOUR FAMILY'S FINANCIAL"  
[X Link](https://x.com/MBbiotech/status/2014166757481881954)  2026-01-22T02:42Z [----] followers, [----] engagements


"@DariusDale42 @RayDalio "Gold is the second largest reserve currency""  
[X Link](https://x.com/MBbiotech/status/2014166976462307511)  2026-01-22T02:43Z [----] followers, [---] engagements


"$XBI Inflation has dropped further to 1.2% according to Truflation. Hugely bullish I think for biotech as long as we are not in the early innings of a wave of deflation. US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic beverages Our number is derived by https://t.co/5LoMU6z2N1 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food"  
[X Link](https://x.com/MBbiotech/status/2014348088081862732)  2026-01-22T14:43Z [----] followers, [---] engagements


"@NickTimiraos Nick have you seen Truflation recently It has been dropping rapidly. Today they are saying we are at 1.2%. That's obviously well below the Fed's target"  
[X Link](https://x.com/MBbiotech/status/2014348612973805925)  2026-01-22T14:45Z [----] followers, [----] engagements


"$XBI if true inflation is right inflation is heading lower quickly The official US PCE comes in at 2.8% year-over-year up from the previous 2.7% but aligned with market expectations. Core PCE is also 2.8% Y/Y up from the previous 2.7% as expected. Monthly PCE change +0.2% same as previous as expected. Monthly Core PCE +0.2% same as https://t.co/5lmWmymv6v The official US PCE comes in at 2.8% year-over-year up from the previous 2.7% but aligned with market expectations. Core PCE is also 2.8% Y/Y up from the previous 2.7% as expected. Monthly PCE change +0.2% same as previous as expected."  
[X Link](https://x.com/MBbiotech/status/2014357883392262566)  2026-01-22T15:21Z [----] followers, [---] engagements


"@Sanctuary_Bio I think it's the growing belief that inflation is falling quickly"  
[X Link](https://x.com/MBbiotech/status/2014399433858068807)  2026-01-22T18:07Z [----] followers, [---] engagements


"@chicfryrice Social security was always independent of the tax system. You contribute for [--] years then get a payout for [--]. That's the idea. Why bring taxes into it"  
[X Link](https://x.com/MBbiotech/status/2014805830496141609)  2026-01-23T21:01Z [----] followers, [---] engagements


"@chicfryrice The way out is through cuts in spending reigning in fraud and good growth in the economy. A big part of Japan's problem (200% debt to GDP today) is decades of anaemic growth"  
[X Link](https://x.com/MBbiotech/status/2015078609975918796)  2026-01-24T15:05Z [----] followers, [---] engagements


"Best speech of Davos: 'Could Ultimately Bring About The Downfall Of Western Civilization': Mil. via @YouTube https://youtu.be/M9mmKAG8vposi=8nckVVARV8lw5oAF https://youtu.be/M9mmKAG8vposi=8nckVVARV8lw5oAF"  
[X Link](https://x.com/MBbiotech/status/2015105968682762422)  2026-01-24T16:54Z [----] followers, [---] engagements


""And if we use the BLS's own weighting with our millions of price points inflation is 0.51%". We hope the @federalreserve would at least take a look at our real price data which show inflation already below 2% @realDonaldTrump @elonmusk. And if we use the BLS's own weighting with our millions of price points inflation is 0.51%. https://t.co/IRgQPkwMoc We hope the @federalreserve would at least take a look at our real price data which show inflation already below 2% @realDonaldTrump @elonmusk. And if we use the BLS's own weighting with our millions of price points inflation is 0.51%."  
[X Link](https://x.com/MBbiotech/status/2015108031969984913)  2026-01-24T17:02Z [----] followers, [---] engagements


"@evaanderberg @chicfryrice I was just trying to point out that Social Security has nothing to do with taxes. It might feel like taxes because it's a mandatory payroll deduction but it's a contribution into a pension system. Anyway I may have failed badly in my goal"  
[X Link](https://x.com/MBbiotech/status/2015140111567204537)  2026-01-24T19:10Z [----] followers, [--] engagements


"@Anonym64382296 @Quakerbrothers @WassimLaroussi3 @ShamsCharania @DanLamothe I'm 100% with you if it turns out this guy was just an unarmed innocent bystander/legal protester. 100%"  
[X Link](https://x.com/MBbiotech/status/2015565053551087929)  2026-01-25T23:18Z [----] followers, [--] engagements


"@chicfryrice Silver is the poor man's gold. The poor men are retail investors. Looking at the parabolic price spike it has retail all over it"  
[X Link](https://x.com/MBbiotech/status/2015647100747567136)  2026-01-26T04:44Z [----] followers, [----] engagements


"$GDX gold miners and select biotechs.that has been my growth strategy. Not a fan of silver. I know it's through the roof and there's lots of support for it but in my mind gold's rally has immense central bank buying behind it. My suspicion is that silver is being driven mostly by retail. @MBbiotech @chicfryrice Ayee I got one for ya 🦅 https://t.co/fjuVKTY1EM @MBbiotech @chicfryrice Ayee I got one for ya 🦅 https://t.co/fjuVKTY1EM"  
[X Link](https://x.com/MBbiotech/status/2015767148195623288)  2026-01-26T12:41Z [----] followers, [----] engagements


"$GLD $GDX Gold rises after topping $5000 for the first time in 'breathtaking and profoundly scary' rally https://finance.yahoo.com/news/gold-rises-after-topping-5000-for-the-first-time-in-breathtaking-and-profoundly-scary-rally-013213961.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/gold-rises-after-topping-5000-for-the-first-time-in-breathtaking-and-profoundly-scary-rally-013213961.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/MBbiotech/status/2015831597061452006)  2026-01-26T16:57Z [----] followers, [---] engagements


"@elonmusk Could partial explain gold's rally"  
[X Link](https://x.com/MBbiotech/status/2015853395396170211)  2026-01-26T18:24Z [----] followers, [---] engagements


"@TheGladiatorHC @grok what are some of the more promising publicly traded small cap miners with real production growth that sell at reasonable multiples of earnings or cash flow"  
[X Link](https://x.com/MBbiotech/status/2015911189793144892)  2026-01-26T22:14Z [----] followers, [---] engagements


"@grok @TheGladiatorHC can I ask you the same question but restrict your answer to companies dominated by gold production"  
[X Link](https://x.com/MBbiotech/status/2015912057309364498)  2026-01-26T22:17Z [----] followers, [--] engagements


"@bennyjohnson Wild. Is the investigation moving forward"  
[X Link](https://x.com/MBbiotech/status/2015958959497282035)  2026-01-27T01:24Z [----] followers, [---] engagements


"@AkiraOrderFlow @grok can you compare the valuation of $FCX to its large cap copper mining peers"  
[X Link](https://x.com/MBbiotech/status/2016197209658921218)  2026-01-27T17:10Z [----] followers, [---] engagements


"$XBI long $ASND $RARE $XENE $ROIV"  
[X Link](https://x.com/MBbiotech/status/1890792473250992550)  2025-02-15T15:57Z [----] followers, 10.9K engagements


"$SLNO [----] EU approval adds an additional 16-17000 patients. USA annual pricing today is about $466K per patient. $slno Thought Id sleep on it so can think with a clear mind. Firstly Laidlaw maintained $110 PT Ive attached a snippet below just so everyone can read it for themselves. Wells Fargo still think it a 1B+ drug with a $106 PT. Anyways sellside targets less important than what I https://t.co/E2V3eviYs4 $slno Thought Id sleep on it so can think with a clear mind. Firstly Laidlaw maintained $110 PT Ive attached a snippet below just so everyone can read it for themselves. Wells Fargo"  
[X Link](https://x.com/MBbiotech/status/1987183930852975069)  2025-11-08T15:42Z [----] followers, [----] engagements


"$PHVS the potential: oral convenience IV-like efficacy. $PHVS Another intriguing name. Oral drug for HAE with the same MOA as Icatibant. As of now presented proof of concepts data on par with HAE biologics in both On-Demand and Prophylaxis settings. On-Demand Ph3 read out 4Q25 and Prophylaxis Ph3 2H26. Potentially can be the https://t.co/WW4qH4q9Yq $PHVS Another intriguing name. Oral drug for HAE with the same MOA as Icatibant. As of now presented proof of concepts data on par with HAE biologics in both On-Demand and Prophylaxis settings. On-Demand Ph3 read out 4Q25 and Prophylaxis Ph3 2H26."  
[X Link](https://x.com/MBbiotech/status/1992292756581175323)  2025-11-22T18:03Z [----] followers, [----] engagements


"$SLNO look at those numbers. This is such a good launch story.a rare disease drug without competition and an enthusiastic patient community obviously embracing the drug. When a patient does discontinue the disease "comes roaring back" as per management and this is consistent with my diligence. These occasional discontinuation patients are coming back on drug and you can see it in the revenue numbers. Wow $slno with a beat on consensus AGAIN $92m vs $82m for Q4 this is blockbuster launch trajectory and you all still not convinced. (Beat consensus every Q since launch btw) Dc in line with exp"  
[X Link](https://x.com/MBbiotech/status/2010689030246305807)  2026-01-12T12:23Z [----] followers, 16.3K engagements


"$SLNO people talking about Soleno "achieving profitability" today but they actually became profitable in Q3. Now that profitability is growing significantly. In fact analysts have them earning anywhere from $2 to $6/share in [----] with an average of $4.11/share"  
[X Link](https://x.com/MBbiotech/status/2010699534674837770)  2026-01-12T13:05Z [----] followers, 10.1K engagements


"$PTGX $ptgx The recent slide is a given and the outlook is better than ever https://t.co/YXV3GAaSzK $ptgx The recent slide is a given and the outlook is better than ever https://t.co/YXV3GAaSzK"  
[X Link](https://x.com/MBbiotech/status/2011784002009776623)  2026-01-15T12:54Z [----] followers, [----] engagements


"The gold trade is just a trade but the better run larger gold miners companies like $AGI and $AEM are incredibly profitable and seeing massive cash flow growth on rising production and cost containment. In the past costs ballooned when energy prices rose at the same time as gold prices. Energy is a major cost of mining. This time around gold prices are up sharply while costs are flat to down. You can argue that the stocks are still cheap even after a nice run. https://twitter.com/i/web/status/2013959132747833532 https://twitter.com/i/web/status/2013959132747833532"  
[X Link](https://x.com/MBbiotech/status/2013959132747833532)  2026-01-21T12:57Z [----] followers, [---] engagements


"$PTGX as drug developers I certainly wouldn't bet against them. In 2H '26 the pipeline could come into focus and drive the story to the next level"  
[X Link](https://x.com/MBbiotech/status/2013962771889623392)  2026-01-21T13:11Z [----] followers, [----] engagements


"@chicfryrice TSM is one to put away for years"  
[X Link](https://x.com/MBbiotech/status/2016261119044944249)  2026-01-27T21:24Z [----] followers, [---] engagements


"$GLD $GDX BREAKING: Spot gold prices extend gains to +$500/oz over the last [--] hours now above a record $5500/oz. Gold just added +$3.5 TRILLION of market cap in [--] hours. https://t.co/Bbdw0GmXSF BREAKING: Spot gold prices extend gains to +$500/oz over the last [--] hours now above a record $5500/oz. Gold just added +$3.5 TRILLION of market cap in [--] hours. https://t.co/Bbdw0GmXSF"  
[X Link](https://x.com/MBbiotech/status/2016680989557498314)  2026-01-29T01:13Z [----] followers, [---] engagements


"I sure don't. The power of the rally though is absolutely breathtaking. It looks to me like something is really shifting. This is the most uneducated thing you will hear all day today but the power of the rally looks to me like it's headed much higher and I have [--] years of trading experience; even that doesn't guarantee that I'll be right. https://twitter.com/i/web/status/2016705365371736456 https://twitter.com/i/web/status/2016705365371736456"  
[X Link](https://x.com/MBbiotech/status/2016705365371736456)  2026-01-29T02:50Z [----] followers, [---] engagements


"There's some of that at the margin and its been growing obviously but the largest buyers by far have been central banks who have been buying by the ton. As far as speculation the GLD ETF contains fewer tons of gold today than it did at the top of the rally in [----] and its 30% below where it was at the top of the rally in [----]. The speculation just isn't there yet. I believe that it WILL be though before its all finished. https://twitter.com/i/web/status/2016917481286475987 https://twitter.com/i/web/status/2016917481286475987"  
[X Link](https://x.com/MBbiotech/status/2016917481286475987)  2026-01-29T16:52Z [----] followers, [--] engagements


"@elonmusk Jeff Mead is a superstar. I just love his situation overviews"  
[X Link](https://x.com/MBbiotech/status/2016935718065754302)  2026-01-29T18:05Z [----] followers, [--] engagements


"@TimothyDSnyder They're losing protected status so it's time for the boot. I don't get it. Why would you fight for special treatment for these non-citizens"  
[X Link](https://x.com/MBbiotech/status/2016992465937375536)  2026-01-29T21:50Z [----] followers, [----] engagements


"I dont claim to be a subject matter expert on this but then I have to ask what does "temporary" status even mean I assume it means there is an expiration date. You should apply for permanent status the first week youre here. If you dont receive it at the end you have to go back. This is just regular stuff nothing unusually hard here.just standard immigration policy in most countries. BTW generally speaking this was how things played out without fuss under Obama's terms every single day"  
[X Link](https://x.com/MBbiotech/status/2017304005379248464)  2026-01-30T18:28Z [----] followers, [--] engagements


"$LQDA $LQDA - Deep Dive (Too Cheap) This is one of the best drug launches I have seen from a small biotech. Revenues of 90m in its second full quarter of launch and already meaningfully profitable. It is up 125% in the past [--] months. And there is still so much upside. $LQDA - Deep Dive (Too Cheap) This is one of the best drug launches I have seen from a small biotech. Revenues of 90m in its second full quarter of launch and already meaningfully profitable. It is up 125% in the past [--] months. And there is still so much upside"  
[X Link](https://x.com/MBbiotech/status/2017306339559735485)  2026-01-30T18:38Z [----] followers, [----] engagements


"I have no view on Silver. I like gold on the debasement trade. I don't own much bullion. I own gold miner shares. Gold has appreciated a hell of a lot if it traded more or less sideways for the next two years the gold miners would generate obscene amounts of cash flow. Still it's a trade for me biotech being where I want to truly invest. https://twitter.com/i/web/status/2017317584664990034 https://twitter.com/i/web/status/2017317584664990034"  
[X Link](https://x.com/MBbiotech/status/2017317584664990034)  2026-01-30T19:22Z [----] followers, [---] engagements


"$SLV and $GLD they are not the same. Retail is in big time. Retail is in big time"  
[X Link](https://x.com/MBbiotech/status/2017343880275103969)  2026-01-30T21:07Z [----] followers, [---] engagements


"@MAGA__Patriot @grok is this true"  
[X Link](https://x.com/MBbiotech/status/2017435751462670508)  2026-01-31T03:12Z [----] followers, [---] engagements


"Ray lays it out very well Ray Dalio: "The monetary system is ending." https://t.co/WCOAngTlpx Ray Dalio: "The monetary system is ending." https://t.co/WCOAngTlpx"  
[X Link](https://x.com/MBbiotech/status/2017659709373960253)  2026-01-31T18:02Z [----] followers, [---] engagements


"$PCVX this is one of the last tweets from Sports where he lays out the case for his newly acquired position in Vaxcyte. @PeterKolchinsky would likely agree with this given its top [--] position in the RA Cap portfolio. In the very long-term account - bought a decent size posn on $PCVX - probably the worst place to be in this wk - kinda below expectation data right at the time w/ max concerns over CBER w/ the Peter Marks case - then Tariff chaos - . but valuation has come down huge - and they In the very long-term account - bought a decent size posn on $PCVX - probably the worst place to be in"  
[X Link](https://x.com/MBbiotech/status/1957428495522701705)  2025-08-18T13:04Z [----] followers, [----] engagements


"$PTCT Sephience launch is off to a strong start"  
[X Link](https://x.com/MBbiotech/status/1985830215680213431)  2025-11-04T22:03Z [----] followers, [----] engagements


"@MattBiotech When the data is all in nobody will want $KALV anymore. The only consideration is that $PHVS prophy data wont be until 2H '26"  
[X Link](https://x.com/MBbiotech/status/1996203797052575937)  2025-12-03T13:04Z [----] followers, [---] engagements


"$PRAX very positive. Praxis Precision Medicines Announces Positive Pre-NDA Meeting with FDA for Ulixacaltamide in Essential Tremor https://finance.yahoo.com/news/praxis-precision-medicines-announces-positive-210100022.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/praxis-precision-medicines-announces-positive-210100022.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/MBbiotech/status/1996699241625100573)  2025-12-04T21:52Z [----] followers, [----] engagements


"@thomasjeans @zerohedge @grok 4% in yen. The yen has been dropping against the dollar. The [--] year US Treasury yields 4.9% today with zero currency risk if youre looking to lock in an income stream long term"  
[X Link](https://x.com/MBbiotech/status/2013589594709659743)  2026-01-20T12:29Z [----] followers, [--] engagements


"$NTLA What is Hy's Law The principle is named after Dr. Hy Zimmerman a pioneer in identifying drug-induced liver disease. It is important because studies have shown that if a drug causes this specific high-level liver enzyme elevation there is a 1050% mortality rate from acute liver failure. @Marahayter @RNAiAnalyst This is exactly whats wrong with your logic Was $25 before the hold Wrong. $NTLA stock was $13 on the day *before* the hold was announced (Oct 29th). $NTLA IS ALREADY TRADING HIGHER THAN IT WAS ***BEFORE*** THE FDA HOLD WAS PLACED. Youre talking as if the hold itself @Marahayter"  
[X Link](https://x.com/MBbiotech/status/2015793135172088207)  2026-01-26T14:25Z [----] followers, [----] engagements


"@aayushtrades Long $LQDA and love the story"  
[X Link](https://x.com/MBbiotech/status/2017313122269466910)  2026-01-30T19:05Z [----] followers, [---] engagements


"@WallStreetApes @grok is this true"  
[X Link](https://x.com/MBbiotech/status/2018059311327625550)  2026-02-01T20:30Z [----] followers, [----] engagements


"@TicTocTick @macroguru9 Not gold. It's barely green but it's green"  
[X Link](https://x.com/MBbiotech/status/2018156737308897470)  2026-02-02T02:57Z [----] followers, [----] engagements


"$PHVS important (on demand) data reveal today. More (prophy) in '26. When it's over I think they'll dominate HAE. @semodough On fire. Going higher. @semodough On fire. Going higher"  
[X Link](https://x.com/MBbiotech/status/1996205302593814699)  2025-12-03T13:10Z [----] followers, [----] engagements


"$KROS nice solid bullish update. https://finance.yahoo.com/news/keros-therapeutics-announces-enrollment-phase-120000123.html https://finance.yahoo.com/news/keros-therapeutics-announces-enrollment-phase-120000123.html"  
[X Link](https://x.com/MBbiotech/status/1830980262630695104)  2024-09-03T14:44Z [----] followers, [---] engagements


"$MLYS Mineralys Therapeutics stock soars on blood pressure drug data via @statnews https://www.statnews.com/2025/03/10/mineralys-therapeutics-blood-pressure-lorundrostat/ https://www.statnews.com/2025/03/10/mineralys-therapeutics-blood-pressure-lorundrostat/"  
[X Link](https://x.com/MBbiotech/status/1899110805163151424)  2025-03-10T14:51Z [----] followers, [---] engagements

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