# ![@MattBiotech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::854068224299642880.png) @MattBiotech Matthew Gamber

Matthew Gamber posts on X about $apls, $podd, $swtx, $ewtx the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::854068224299642880/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::854068224299642880/c:line/m:interactions.svg)

- [--] Week [------] +241%
- [--] Month [-------] +327%
- [--] Months [-------] +88%
- [--] Year [-------] +32%

### Mentions: [--] [#](/creator/twitter::854068224299642880/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::854068224299642880/c:line/m:posts_active.svg)

- [--] Week [--] +33%
- [--] Month [--] +26%
- [--] Months [---] +109%
- [--] Year [---] -1.30%

### Followers: [-----] [#](/creator/twitter::854068224299642880/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::854068224299642880/c:line/m:followers.svg)

- [--] Week [-----] +0.18%
- [--] Month [-----] +0.48%
- [--] Months [-----] +9.30%
- [--] Year [-----] +18%

### CreatorRank: [---------] [#](/creator/twitter::854068224299642880/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::854068224299642880/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  14.78% [stocks](/list/stocks)  11.3% [countries](/list/countries)  2.61% [technology brands](/list/technology-brands)  2.61% [ncaa football](/list/ncaa-football)  1.74% [cryptocurrencies](/list/cryptocurrencies)  1.74% [nba](/list/nba)  0.87% [us election](/list/us-election)  0.87% [social networks](/list/social-networks)  0.87%

**Social topic influence**
[$apls](/topic/$apls) 7.83%, [$podd](/topic/$podd) 6.09%, [$swtx](/topic/$swtx) 5.22%, [$ewtx](/topic/$ewtx) 4.35%, [$repl](/topic/$repl) 4.35%, [$vir](/topic/$vir) 3.48%, [$anab](/topic/$anab) 2.61%, [$srrk](/topic/$srrk) 2.61%, [stocks](/topic/stocks) 2.61%, [$crnx](/topic/$crnx) 2.61%

**Top accounts mentioned or mentioned by**
[@plainyogurt21](/creator/undefined) [@djtblows69](/creator/undefined) [@quantumup1](/creator/undefined) [@biofeed](/creator/undefined) [@monacobiotech](/creator/undefined) [@mitchellma83363](/creator/undefined) [@mattc33558691](/creator/undefined) [@jfais20](/creator/undefined) [@rekesk](/creator/undefined) [@dmitrykovalchuk](/creator/undefined) [@biotenic](/creator/undefined) [@biomaven](/creator/undefined) [@johnhateclub](/creator/undefined) [@seedy19tron](/creator/undefined) [@suspendedjoey](/creator/undefined) [@bagelc47](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@judguy](/creator/undefined) [@sanctuary_bio](/creator/undefined)

**Top assets mentioned**
[Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Insulet, Corp. (PODD)](/topic/$podd) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Edgewise Therapeutics, Inc. (EWTX)](/topic/$ewtx) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [DOSE (DOSE)](/topic/dose) [STAT (STAT)](/topic/stat) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Immunogen Inc (IMGN)](/topic/$imgn) [Royalty Pharma plc (RPRX)](/topic/$rprx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [RAMP (RAMP)](/topic/ramp) [Exact Sciences Corp (EXAS)](/topic/$exas) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Phoenixcoin (PXC)](/topic/phoenix) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Optimism (OP)](/topic/optimism) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Pliant Therapeutics, Inc. (PLRX)](/topic/$plrx) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Geron Corp (GERN)](/topic/$gern) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Abivax SA (ABVX)](/topic/$abvx) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Cymabay Therapeutics (CBAY)](/topic/$cbay)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Fractyl Health Has Actual "Meme Stock" Potential With Multiple Catalysts Ahead I can make a fundamental case for Fractyl Health but it also has the components for an explosive momentum-based move up in the next year possibly without needing to hold through binary data. https://open.substack.com/pub/mattbiotech/p/fractyl-health-has-actual-meme-stockr=3kuxb&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/mattbiotech/p/fractyl-health-has-actual-meme-stockr=3kuxb&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/MattBiotech/status/1973748200868892720)  2025-10-02T13:53Z [----] followers, [----] engagements


"I wrote about $CTMX today Huge boom or bust potential I think the Q1 [----] data where there will be many more patients (n from [--] ➡ 70-100) will more definitively determine proof-of-concept. Obviously all safety data will be scrutinized heavily. But as monotherapy or in combination with bevacizumab this could be a real step forward in 3L+ mCRC. I think $IMGN is a potential comp on great data and eventual approval"  
[X Link](https://x.com/MattBiotech/status/2014370632755249435)  2026-01-22T16:12Z [----] followers, 11.7K engagements


"I wrote about $ANAB. The royalty value looks undervalued on currently approved indications alone and the upcoming split should unlock value in both sides of the company. Add in major Jemperli trial readouts in coming years exclusivity to 2035+ and a 25% royalty at the top tier and quite a bit of upside for RoyaltyCo. And I quite like the Celiac program on the BiopharmaCo side but writing about that in two weeks. $FBRX has done very well (+200%) since announcing their data and no reason to believe Anaptys wont be better"  
[X Link](https://x.com/MattBiotech/status/2016519837569434048)  2026-01-28T14:32Z [----] followers, [----] engagements


"Today's article is about $ESPR. Fully realize this is a company with a history of disappointment and a $1.7b accumulated deficit. But there might be something here: Europe and Japan launches seem to be going great inclusion in new U.S. guidelines soon exclusivity likely until [----] triple combo that can offer PCSK9 type benefits in a once daily oral with no fasting requirements (and more lifecycle management) new U.S. marketing strategies and payer access and even an internal pipeline candidate in PSC. Very good chance they reach sustainable profitability in [----] and clean up the balance sheet"  
[X Link](https://x.com/MattBiotech/status/2018716877959421953)  2026-02-03T16:03Z [----] followers, [---] engagements


"Jemperli Sales ($ANAB has royalty) Q1 2025: [---] million ($238.3 million) Q2 2025: [---] million ($268.5 million) (12.6% QoQ growth) Q3 2025: [---] million ($315.1 million) (17.3% QoQ growth) Q4 2025: [---] million ($357.7 million) (13.4% QoQ growth) [----] full year sales: [---] million ($192.74 million) [----] full year sales: [---] million ($639.79 million) (231% YoY growth) [----] full year sales: [---] million ($1179.6 million) (84.3% YoY growth)"  
[X Link](https://x.com/MattBiotech/status/2019080289608462453)  2026-02-04T16:07Z [----] followers, [----] engagements


"GSK doing a better job listing all upcoming pivotal readouts as well"  
[X Link](https://x.com/MattBiotech/status/2019080759437324611)  2026-02-04T16:09Z [----] followers, [---] engagements


"I didn't get to share Part [--] of my $ANAB piece earlier because the Stack was down but it seems they have it fixed so here you go. Impressive red to green day today and still so undervalued in light of recent royalty stream updates and the valuation of their peers in Celiac. Also covered $RPRX deal with Teva to develop an anti-IL-15 in Celiac and the huge opportunity in the space in general which really will be the "third IBD" once we see stronger proof-of-concept datasets in the clinic which I feel is coming soon"  
[X Link](https://x.com/MattBiotech/status/2021667447301173513)  2026-02-11T19:27Z [----] followers, [----] engagements


"My idea tomorrow is very contrarian. Perhaps too much so but I think it's going to work"  
[X Link](https://x.com/MattBiotech/status/2018377365840379934)  2026-02-02T17:33Z [----] followers, [----] engagements


"If you want to read a lot more https://open.substack.com/pub/mattbiotech/p/i-cant-believe-esperion-is-a-buyr=3kuxb&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/mattbiotech/p/i-cant-believe-esperion-is-a-buyr=3kuxb&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/MattBiotech/status/2018716988328067404)  2026-02-03T16:03Z [----] followers, [---] engagements


"Hate to see bad things happen to $PYPL the loyal jersey patch sponsor of YOUR Phoenix Suns"  
[X Link](https://x.com/MattBiotech/status/2018729172055801992)  2026-02-03T16:51Z [----] followers, [---] engagements


"Even if it indirectly hurts biotech this little yellow banner always puts a smile on my face"  
[X Link](https://x.com/anyuser/status/2019102762857087161)  2026-02-04T17:36Z [----] followers, [----] engagements


"Even if it indirectly hurts biotech this little yellow banner always puts a smile on my face https://t.co/JvknsBZdHI Even if it indirectly hurts biotech this little yellow banner always puts a smile on my face https://t.co/JvknsBZdHI"  
[X Link](https://x.com/MattBiotech/status/2019432949104640253)  2026-02-05T15:28Z [----] followers, [----] engagements


"During Waste Management Open week Scottsdale/Tempe has put on its best face for the world Love what they did with the algorithm https://t.co/pHC0WPfkBH Love what they did with the algorithm https://t.co/pHC0WPfkBH"  
[X Link](https://x.com/anyuser/status/2020353484672102805)  2026-02-08T04:26Z [----] followers, [----] engagements


"@biofeed Vespa policeman frame mogged by cycling frat leader"  
[X Link](https://x.com/MattBiotech/status/2021062516760355215)  2026-02-10T03:23Z [----] followers, [---] engagements


"https://open.substack.com/pub/mattbiotech/p/anaptysbio-part-2-royalty-streamutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/mattbiotech/p/anaptysbio-part-2-royalty-streamutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/MattBiotech/status/2021667515466969354)  2026-02-11T19:27Z [----] followers, [---] engagements


"Call me paranoid I guess but anyone think the $ALXO PR is a little shady We know the full results but will let the stock trade a full day before telling you tonight Feels like a cover for someone to get in or out on inside information. Guessing out based on price"  
[X Link](https://x.com/MattBiotech/status/1818663183638577651)  2024-07-31T15:01Z [----] followers, [----] engagements


"@monaco_biotech ✊🏼✊🏼✊🏼"  
[X Link](https://x.com/MattBiotech/status/1818748028658106707)  2024-07-31T20:38Z [----] followers, [---] engagements


"Simone Ledecky USA Basketballgreatness on display I cant wait for Team USA in track and field"  
[X Link](https://x.com/MattBiotech/status/1819077940862505470)  2024-08-01T18:29Z [----] followers, [---] engagements


"Sold a lot of $ELEV during turmoil at the open yesterday sold the rest this morning. Just wrong on this one and bad price action into data should have been the tell. Moving on"  
[X Link](https://x.com/MattBiotech/status/1820810458879934542)  2024-08-06T13:13Z [----] followers, [----] engagements


"@MattC33558691 I think they did the best they could with their leverage. Royalty payback not too egregious. Now they have time to unlock whatever value the new indications and autoinjector will have but really need to execute and ramp in the next year to the potential they claim"  
[X Link](https://x.com/MattBiotech/status/1823087794518208598)  2024-08-12T20:02Z [----] followers, [--] engagements


"Anywho $EOLS maintained their guide for $700 million in revenue by [----]. No idea if they'll actually make it but it's actually possible unlike the pipe dreams $RVNC was apparently selling their investors before taking the quickest (and least value accretive) way out"  
[X Link](https://x.com/MattBiotech/status/1823096659448136130)  2024-08-12T20:38Z [----] followers, [---] engagements


"Just got the $PODD G7 compatible pods for my son and switching him this weekend so will have hands on thoughts $DXCM Also Im working on a very long Substack post/podcast combo w/ earnings call thoughts on [--] companies. Posting this so I dont blow it off and never finish"  
[X Link](https://x.com/MattBiotech/status/1825630761518768403)  2024-08-19T20:27Z [----] followers, [----] engagements


"Wow that was a quick review. Interesting to see what a salesforce can do now that it's on label. $PODD https://investor.insulet.com/news/news-details/2024/Omnipod-5-Automated-Insulin-Delivery-System-is-now-FDA-cleared-for-People-with-Type-2-Diabetes/default.aspx https://investor.insulet.com/news/news-details/2024/Omnipod-5-Automated-Insulin-Delivery-System-is-now-FDA-cleared-for-People-with-Type-2-Diabetes/default.aspx"  
[X Link](https://x.com/MattBiotech/status/1828172303802499474)  2024-08-26T20:46Z [----] followers, [----] engagements


"$PODD was a steal in after hours yesterday. $DCTH was a steal on the post earnings dip. More on this (and [--] other companies) in your email box on Thursday. :-)"  
[X Link](https://x.com/MattBiotech/status/1828451307876958343)  2024-08-27T15:15Z [----] followers, [----] engagements


"My new newsletter covers $EOLS $EXAS $FULC $VNDA $VIR $DCTH $AVDL $CHRS $PODD $CMRX $ARQT $CELC $MDWD $SCPH. It's probably unlikely you follow all [--] so maybe there is something new to learn. If you do you are a Certified Sickoplease DM to be friends"  
[X Link](https://x.com/MattBiotech/status/1829223247860355456)  2024-08-29T18:23Z [----] followers, [----] engagements


"@monaco_biotech @jfais20 Waiting over two months to drop an earnings report like that is nasty work"  
[X Link](https://x.com/MattBiotech/status/1831083808394985497)  2024-09-03T21:36Z [----] followers, [---] engagements


"I saw multiple people talk about $APLS yesterday at UBS and I admit I had been out of the loop for years. Had no idea the revs they were posting how low the share price had become and the session commentary was promising. Big long if safety stays + and new starts hold at 50/50"  
[X Link](https://x.com/MattBiotech/status/1841909199217066057)  2024-10-03T18:32Z [----] followers, [----] engagements


"If first injection issues stay at [----] to [--] that's pretty sellable even if severe AE the market is so massive all you need to do is split (or even less) and now they can pivot the conversation back to efficacy with long-term data. DTC campaigns coming too"  
[X Link](https://x.com/MattBiotech/status/1841909653405598201)  2024-10-03T18:34Z [----] followers, [---] engagements


"People are (rightly) scared of a GBT type black swan situation but in numerical terms so many patients already on drug.patient years are accumulating rapidly. At one point do KOLs and investors accept the safety profile as relatively baked in I'm not sure"  
[X Link](https://x.com/MattBiotech/status/1841911259115225423)  2024-10-03T18:40Z [----] followers, [---] engagements


"My Official Commercial Bios Tier Ranking 10/3/2024 Brian Danielson Yes Tier: $EOLS $ARQT $APLS $KNSA $PODD Need one big "Show Me" quarter: $SCPH $DCTH Maybe in time: $MDWD $AVDL I dunno or no: Anything else I've looked at"  
[X Link](https://x.com/MattBiotech/status/1841912735296323934)  2024-10-03T18:46Z [----] followers, [----] engagements


"Working on the commercial stage bios I will blog earnings calls thoughts about this Q heres where Im at: Tier 1a: $EOLS $SCPH $APLS $ARQT Tier 1b: $DCTH $VRNA $SWTX $KNSA $PODD Holding Pattern: $MDWD $AVDL Need More Research: $IBRX So those [--] plus a few clinical stage cos"  
[X Link](https://x.com/MattBiotech/status/1846949590723092492)  2024-10-17T16:21Z [----] followers, [----] engagements


"Whats the limit you can bet on election futures on Interactive Brokers I dont have an account there but considering signing up. PredictIt seems good but has low limits. Harris is insanely undervalued right now"  
[X Link](https://x.com/MattBiotech/status/1850550261204255153)  2024-10-27T14:48Z [----] followers, [----] engagements


"No limit on IBKR. Still too low after Selzer poll. Shes [--] cents on the dollar to win. [--] cents for PA. () [--] cents GA. [--] cents NC. [--] cents MI. [--] cents WI. Composition of electorate and late momentum both on her side. Last Ill mention it until results come in. Whats the limit you can bet on election futures on Interactive Brokers I dont have an account there but considering signing up. PredictIt seems good but has low limits. Harris is insanely undervalued right now. Whats the limit you can bet on election futures on Interactive Brokers I dont have an account there but considering signing"  
[X Link](https://x.com/MattBiotech/status/1853179463304986937)  2024-11-03T20:56Z [----] followers, [----] engagements


"Well the words you want to hear: I was wrong. Trump up to 88% chance on NYT. Two times I have stepped out of my core competency and each time I have been slapped on the wrist. Wont be a third. Enjoy your Trump presidency. No limit on IBKR. Still too low after Selzer poll. Shes [--] cents on the dollar to win. [--] cents for PA. () [--] cents GA. [--] cents NC. [--] cents MI. [--] cents WI. Composition of electorate and late momentum both on her side. Last Ill mention it until results come in. No limit on IBKR. Still too low after Selzer poll. Shes [--] cents on the dollar to win. [--] cents for PA. () 38"  
[X Link](https://x.com/MattBiotech/status/1854013786006397087)  2024-11-06T04:11Z [----] followers, [----] engagements


"Now I'm seeing these people really are the majority. The median American voter is very right wing. Even the naturalized citizens want hard right immigration policies Gen Z is actually very right wing I share little in common with the median voter"  
[X Link](https://x.com/MattBiotech/status/1854231371486540216)  2024-11-06T18:36Z [----] followers, [---] engagements


"If climate scientists are right four years of inaction will basically doom the planet. If they are wrong then progressivism will look more like a sham and the Democratic party will go further right. They probably will anyway. What am I supposed to root for"  
[X Link](https://x.com/MattBiotech/status/1854231458321465568)  2024-11-06T18:36Z [----] followers, [---] engagements


"So I think last night was a basic world ender for me having any interest in politics. Ill still vote every two years but thats it. The Obama terms had high approval (despite some large errors) but that coalition seems impossible to reassemble. Biden could barely do it"  
[X Link](https://x.com/MattBiotech/status/1854231556207899010)  2024-11-06T18:37Z [----] followers, [---] engagements


"Whatever happens from here feels like it will almost assuredly be bad and I have no faith in the Democratic party to rebuild themselves into something Americans want. I have no idea what they actually even want aside from cheap gas and groceries plus a very militant border"  
[X Link](https://x.com/MattBiotech/status/1854231633471406275)  2024-11-06T18:37Z [----] followers, [---] engagements


"Thankful the Phoenix Suns are still playing basketball. At least tying a portion of my happiness to this team will never backfire on me"  
[X Link](https://x.com/MattBiotech/status/1854348059687240040)  2024-11-07T02:20Z [----] followers, [---] engagements


"The national deficit.bipartisian tax code revisions.appropriations for public health.white collar prosecutions.military budgets. If you try to talk about this stuff now in a campaign peoples eyes glaze over @MattBiotech fun fact the national debt was [--] trillion at the time now its three trillion we borrow per year @MattBiotech fun fact the national debt was [--] trillion at the time now its three trillion we borrow per year"  
[X Link](https://x.com/MattBiotech/status/1854360796291109103)  2024-11-07T03:10Z [----] followers, [----] engagements


"$PODD might seem a tiny bit expensive but if they start to show real traction in the Type [--] DM market it could still double or triple from here in the next 2-3 years. And yes I think $PODD is a screaming long but saving that for newsletter. I want to limit this thread to my experience as a caregiver. First the results: my sons time in range has increased by over *6 hours* per day. (Clinical trial results were [---] hours/day improvement.) And yes I think $PODD is a screaming long but saving that for newsletter. I want to limit this thread to my experience as a caregiver. First the results: my"  
[X Link](https://x.com/MattBiotech/status/1854903220545765614)  2024-11-08T15:06Z [----] followers, [----] engagements


"Part [--] will cover $DCTH $AVDL $SRRK $SWTX $SCPH $OCUL and $CELC. If you do a free trial today the [--] day period will cover next week's article too. :-)"  
[X Link](https://x.com/MattBiotech/status/1856730949695717614)  2024-11-13T16:08Z [----] followers, [----] engagements


"Finishing Part [--] of my Earnings Calls recap for subscribers and adding a summary at the bottom. Here's who I'm more (and less) bullish on after the Q: 📈: $ARQT $VRNA $SWTX 📉: $SCPH $KNSA $APLS* *last night's news was good for them but not sure how much it matters"  
[X Link](https://x.com/MattBiotech/status/1858943801022132486)  2024-11-19T18:41Z [----] followers, [----] engagements


"Part [--] of my quarterly Earnings Call recap posted. Subscribers let me know if there's something you want more/less of or if they are commercial-stage bargains I'm missing. Stuff like $RYTM $TARS and $TGTX look pretty fully valued currently. https://mattbiotech.substack.com/p/q3-2024-earnings-call-recap-part-c90 https://mattbiotech.substack.com/p/q3-2024-earnings-call-recap-part-c90"  
[X Link](https://x.com/MattBiotech/status/1859271124892217420)  2024-11-20T16:22Z [----] followers, [----] engagements


"For the companies I follow that do an earnings call the next day trading reaction was mostly negative. And the stocks that had a strong negative reaction almost all had follow through to the next 3-5 trading days being down. Of course the election aftermath became a factor too"  
[X Link](https://x.com/MattBiotech/status/1859271936225800550)  2024-11-20T16:25Z [----] followers, [---] engagements


"@rekesk Still working well for me when using a cash tag and at least one other parameter. Im sure they are working on ruining it though"  
[X Link](https://x.com/MattBiotech/status/1859698229849489919)  2024-11-21T20:39Z [----] followers, [---] engagements


"$SWTX basically did a 16% price increase with the introduction of blister packs. Before 40% of patients would dose reduce so they would only use 66% of drug as other patients pricing was per 50mg tablet. Now everyone pays same price ($340k/yr) so 1/.864 = 15.7% price increase"  
[X Link](https://x.com/MattBiotech/status/1860013408617398758)  2024-11-22T17:32Z [----] followers, [----] engagements


"You can probably see from the image but the companies covered are $ARQT $VRNA $SWTX $EOLS $APLS $AVDL. I'm trying to find some new conviction ideas as well so maybe a Part [--] later in the year"  
[X Link](https://x.com/MattBiotech/status/1861108260381536590)  2024-11-25T18:02Z [----] followers, [----] engagements


"Credit where credit is due thinking about this tweet got me reinterested in $SRRK.the $BHVN data taking that long felt like a huge red flag to me. This is great basic work that anyone could do but only one person really put out there. Very nice. https://x.com/seedy19tron/status/1846385603270603253 https://x.com/seedy19tron/status/1846385603270603253"  
[X Link](https://x.com/MattBiotech/status/1861110635406217598)  2024-11-25T18:12Z [----] followers, [---] engagements


"On $BBIO I'm not sure why retail investors are hoping for a ton more upside at like a $6B+ EV. I can understand why big funds are there (it's hard to find large cap ideas) but you are betting on everything going right plus every pop will be sold. https://x.com/MattBiotech/status/1632733639061667841 $BBIO haters at [--] vs $BBIO haters at [--] https://t.co/22XYYOkhbI https://x.com/MattBiotech/status/1632733639061667841 $BBIO haters at [--] vs $BBIO haters at [--] https://t.co/22XYYOkhbI"  
[X Link](https://x.com/MattBiotech/status/1861112447874068796)  2024-11-25T18:19Z [----] followers, [----] engagements


"They diluted a ton added debt did some questionable spinoff deals and need like five things to break right to be what a double over the next four years Maybe I dunno"  
[X Link](https://x.com/MattBiotech/status/1861112819678105969)  2024-11-25T18:20Z [----] followers, [---] engagements


"@plainyogurt21 You and a few others My point perhaps poorly conveyed is like 90% of tweets are concentrating on like 10% of workable ideas out there. And that's throwing out like [---] () of the 700+ public biotechs that are basically doomed to failure"  
[X Link](https://x.com/MattBiotech/status/1861118395871113295)  2024-11-25T18:42Z [----] followers, [---] engagements


"@DmitryKovalchuk I don't want to be mean. And I don't think he's off base on all of the stuff although a few I don't agree with. It's just a point that I will pay for originality and I admire people who put themselves out there. Real freaks in the filings. Unrelated: Listened to $AUTL at Jeff"  
[X Link](https://x.com/MattBiotech/status/1861121160206831982)  2024-11-25T18:53Z [----] followers, [---] engagements


"@Biotenic Argh CSU is such an obvious one because I was just looking at $JSPR again. PAH is another great one I should have had but after AVTE I might have been looking at it as a one company development field. Although I guess $GOSS could pull a rabbit out of its hat odds be damned"  
[X Link](https://x.com/MattBiotech/status/1861478556624167043)  2024-11-26T18:34Z [----] followers, [---] engagements


"We run this state THE CUP IS COMING HOME 😈 DOWN GOES ARIZONA #ForksUp /// #ActivateTheValley https://t.co/3Ww7fdjkN6 THE CUP IS COMING HOME 😈 DOWN GOES ARIZONA #ForksUp /// #ActivateTheValley https://t.co/3Ww7fdjkN6"  
[X Link](https://x.com/MattBiotech/status/1863015287496609876)  2024-12-01T00:20Z [----] followers, [----] engagements


"No idea why this was in my "For You" (aside from a general love of track and field I guess) but Gout Gout is an incredible name and that last 50m is special Absolutely outrageous from Gout Gout. [-----] at the age of [--]. Speechless. https://t.co/FYJbOzyMVz Absolutely outrageous from Gout Gout. [-----] at the age of [--]. Speechless. https://t.co/FYJbOzyMVz"  
[X Link](https://x.com/MattBiotech/status/1865125168806281262)  2024-12-06T20:04Z [----] followers, [----] engagements


"My [----] Biotech Investing Preview is here. https://mattbiotech.substack.com/p/my-2025-biotech-investing-preview https://mattbiotech.substack.com/p/my-2025-biotech-investing-preview"  
[X Link](https://x.com/MattBiotech/status/1866877732115697940)  2024-12-11T16:08Z [----] followers, [----] engagements


"My first take on $EWTX data: CK I thought would have a large magnitude of reduction but stat sig using LSMean measurement TNNI2 was great but we knew it probably would be NSAA delta was in line with bull expectations and certainly any stablization in active group is great"  
[X Link](https://x.com/MattBiotech/status/1868699401717531134)  2024-12-16T16:47Z [----] followers, [----] engagements


"Responder analysis is encouraging. Not completely derisking but definitely positive (as stock shows) for Grand Canyon readout in [----]. Enough for AA I'm not sure. Having the pivotal trial fully enrolling gives the agency an out if they approve for AA and confirmatory fails"  
[X Link](https://x.com/MattBiotech/status/1868699600091332833)  2024-12-16T16:47Z [----] followers, [---] engagements


"@MitchellMa83363 Okay lets see your portfolio breakdown"  
[X Link](https://x.com/MattBiotech/status/1869411609233457168)  2024-12-18T15:57Z [----] followers, [---] engagements


"@MitchellMa83363 Okay so you like $DAWN $MREO $ASND $SWTX $IOVA in biotech. Ill assume 20% each then for this purpose. We will see which basket does better in a year yours or mine"  
[X Link](https://x.com/MattBiotech/status/1869415327937040819)  2024-12-18T16:12Z [----] followers, [----] engagements


"@biofeed Salute the riverboat gamblers. My college football coach goes for it on 4th and [--] on his own 35"  
[X Link](https://x.com/MattBiotech/status/1869455620354855129)  2024-12-18T18:52Z [----] followers, [---] engagements


"@Biomaven The stock is already pricing in blockbuster status. How high do you think peak sales can go If they were actually 50-50 across the entire marketplace would be like $4 billion or so"  
[X Link](https://x.com/MattBiotech/status/1869865276524900711)  2024-12-19T21:59Z [----] followers, [---] engagements


"Read this excellent article from @plainyogurt21 this weekend before I finished I was thinking $EWTX In order: Yes p value stat sig on CK and trend on NSAA yes they did dose response work no approved tx Drs want it consistent natural hx safe advocacy groups at Adcom"  
[X Link](https://x.com/MattBiotech/status/1871242068900888889)  2024-12-23T17:10Z [----] followers, [----] engagements


"The article does go on to cover $EWTX this was just front of mind as I saw that list. Encourage everyone to read the whole thing Also the GRAND CANYON trial would read out right after approval gives the FDA a clear out if the trial bombs (I don't think it will)"  
[X Link](https://x.com/MattBiotech/status/1871242442793754698)  2024-12-23T17:12Z [----] followers, [---] engagements


"I remember reading this book and immediately noticing those companies on the list. For all the risk biotech investors take on it would be nice to have some success stories that weren't contigent on Big Pharma writing a big check but actual long-term company building"  
[X Link](https://x.com/MattBiotech/status/1871594313827942469)  2024-12-24T16:30Z [----] followers, [---] engagements


"I really hope the promise of some commercial medicines can touch a broad base of patients. PD-1s saved so many lives and sustained the last bull market. Unfortunately cell therapy rare disease drugs gene tx etc. does well but for a smaller patient base. CRISPR a bust so far"  
[X Link](https://x.com/MattBiotech/status/1871595504129491406)  2024-12-24T16:35Z [----] followers, [----] engagements


"I'm still exploring these thoughts but I'm hoping [----] marks a turning point in public perception. Unfortunately the public hasn't seen a lot of progress in the last five years ex-COVID. Substack post soon exploring all this"  
[X Link](https://x.com/MattBiotech/status/1871595939368218876)  2024-12-24T16:36Z [----] followers, [----] engagements


"How does he do it man. Every time The Seventh Seal directed by Ingmar Bergman [----] 📸 by @johnhateclub https://t.co/Gok2KnLRlu The Seventh Seal directed by Ingmar Bergman [----] 📸 by @johnhateclub https://t.co/Gok2KnLRlu"  
[X Link](https://x.com/MattBiotech/status/1873124797775028338)  2024-12-28T21:52Z [----] followers, [----] engagements


"For your New Years Day reading a weighty tome on why biotech investing in [----] might not be that bad. In fact Im rather excited about it. Find it at the usual place"  
[X Link](https://x.com/MattBiotech/status/1874461062654836858)  2025-01-01T14:21Z [----] followers, [----] engagements


"Chappell Roan and Popstar references inside"  
[X Link](https://x.com/MattBiotech/status/1874461175314080016)  2025-01-01T14:22Z [----] followers, [---] engagements


"Im hyperventilating rn #ForksUp"  
[X Link](https://x.com/MattBiotech/status/1874570844980273555)  2025-01-01T21:38Z [----] followers, [----] engagements


"Posted a schedule of the sessions that interest me most at JPM. Link in bio"  
[X Link](https://x.com/MattBiotech/status/1877058041603866681)  2025-01-08T18:21Z [----] followers, [---] engagements


"I schedule my emails to send out at 6am ET so I guess I can say this paragraph very quickly became outdated. But I guess the good news.optimism secured $VIR"  
[X Link](https://x.com/MattBiotech/status/1877058531959976000)  2025-01-08T18:23Z [----] followers, [---] engagements


"@seedy19tron Maybe they should be down I mean $VIR did just show they can do what $JANX doespossible even better. And $VIR is up on the day. Maybe they meet in the middle"  
[X Link](https://x.com/MattBiotech/status/1877764721484374391)  2025-01-10T17:09Z [----] followers, [---] engagements


"On 8/8/2024 $APLS announced blowout Phase [--] results in C3G and Primary IC-MPGN. The stock closed at $37.66 at the end of the trading session. Its trading lower now"  
[X Link](https://x.com/MattBiotech/status/1877791808500937024)  2025-01-10T18:57Z [----] followers, [----] engagements


"On 9/19/2024 $EWTX closed at $29.50 after announcing positive Phase 1b/2a results in oHCM. Its trading lower now"  
[X Link](https://x.com/MattBiotech/status/1877791931616395576)  2025-01-10T18:57Z [----] followers, [---] engagements


"Im actually surprised $APLS isnt getting any kind of M&A speculation whatsoever ahead of JPM"  
[X Link](https://x.com/MattBiotech/status/1877819421881684326)  2025-01-10T20:46Z [----] followers, [----] engagements


"New post finishing up my JPM thoughts with all the sessions I watched. I came up with nine new possibilities from the conference and reaffirmed some thoughts on companies I already owned"  
[X Link](https://x.com/MattBiotech/status/1882071862399901920)  2025-01-22T14:24Z [----] followers, [----] engagements


"I'll even tell you the new ideas: $CRNX $IDYA $OCUL $PLRX $STOK $REPL $XENE $PTGX $VIR. But to read why you have to pay $10 🙂 https://mattbiotech.substack.com/p/jpmorgan-healthcare-conference-recap-0b4 https://mattbiotech.substack.com/p/jpmorgan-healthcare-conference-recap-0b4"  
[X Link](https://x.com/MattBiotech/status/1882072645115806003)  2025-01-22T14:27Z [----] followers, [----] engagements


"I can't say I'm up fully on it but isn't $REPL getting sweetheart treatment in melanoma from the FDA really bad for $IOVA Like.similar efficacy easier logistics better COGS and yet $IOVA is still double the valuation"  
[X Link](https://x.com/MattBiotech/status/1883914922838692350)  2025-01-27T16:28Z [----] followers, [----] engagements


"I spoke to an old friend who works in industry and they actually were fairly positive on $GERN at these levels butI just dont know if I can defend this company again at this point"  
[X Link](https://x.com/MattBiotech/status/1897464290795512147)  2025-03-06T01:48Z [----] followers, [----] engagements


"While we all await $EWTX cardiovascular data today's post is on the Becker Muscular Dystrophy program and how what that program has already shown should meet the FDA's criteria for Accelerated Approval. And why this Phase [--] is not like $FULC in FSHD"  
[X Link](https://x.com/MattBiotech/status/1904160320542916802)  2025-03-24T13:16Z [----] followers, [----] engagements


"$CRNX and $SRRK both have roughly same shares outstanding $30 stock prices and PDUFAs on the same week in September.is there a point to this Not really. But you were distracted for [--] seconds from how ugly their charts are"  
[X Link](https://x.com/MattBiotech/status/1907123265094721580)  2025-04-01T17:29Z [----] followers, [----] engagements


"$SCPH is one of those stocks where it's probably more interesting the higher it goes. I think they need to do one more offering to be safe. Management commentary encouraging but they have had false hope before. They need to survive until the autoinjector is approved basically"  
[X Link](https://x.com/MattBiotech/status/1923066262717857905)  2025-05-15T17:21Z [----] followers, [----] engagements


"@DJTblows69 Replaced by"  
[X Link](https://x.com/MattBiotech/status/1924634174981603524)  2025-05-20T01:11Z [----] followers, [---] engagements


"@DJTblows69 Why has it been in development hell for like four () years now I used to be bullish but then nothing ever happened there"  
[X Link](https://x.com/MattBiotech/status/1924640538541932983)  2025-05-20T01:37Z [----] followers, [---] engagements


"@DJTblows69 Im assuming youre mega long $LCTX then 🙂"  
[X Link](https://x.com/MattBiotech/status/1924643601155555440)  2025-05-20T01:49Z [----] followers, [--] engagements


"I hadn't stayed close to the story but wow it's actually impressive what $XERS is doing. I expect $CRNX to eventually own the Cushing market but Recorlev could grow really nicely for the next 5-7 years. Gvoke growing well too. They could do like $300m revenue this year"  
[X Link](https://x.com/MattBiotech/status/1929555383216980063)  2025-06-02T15:07Z [----] followers, [----] engagements


"I was going through old photos this weekend and came across a scary screenshot in my Photos app. August [--] [----]. Seems appropriate I stumbled across it in light of $BPMC. The rest are straight up dogs. Thankfully I got smarter quickly after this. (I think.)"  
[X Link](https://x.com/MattBiotech/status/1929558693848260845)  2025-06-02T15:20Z [----] followers, [----] engagements


"@suspendedJoey So high level takeaway do you feel better or worse about $APLS competitive position after this week"  
[X Link](https://x.com/MattBiotech/status/1931704247219085476)  2025-06-08T13:25Z [----] followers, [---] engagements


"@BagelC47 News out of FDA has been very positive lately Hope they keep their word"  
[X Link](https://x.com/MattBiotech/status/1931905145987883247)  2025-06-09T02:44Z [----] followers, [--] engagements


"While I'm on late thoughts pretty impressed by $CDTX. Been loosely following them a long time didn't think they had the juice. Phase 2a explanation of placebo outperformance was plausible but after JNJ walked seemed like a dark road ahead. Curious to see how well they execute"  
[X Link](https://x.com/MattBiotech/status/1937281066764763289)  2025-06-23T22:46Z [----] followers, [----] engagements


"On one hand this is management with an atrocious record of creating shareholder value and it couldn't be a worse time to launch a new modality adjacent to vaccines OTOH I don't think anyone could make money in anti-fungals so maybe not mgmt fault and universal flu TAM bonkers"  
[X Link](https://x.com/MattBiotech/status/1937281351067349162)  2025-06-23T22:47Z [----] followers, [---] engagements


"Forgot to promote today. Since $FBRX $CDTX $NKTR are in the news it's feeling awfully [----] in here. Here's another name from that time $SCPH that I think could be in store for a massive turnaround. Very bullish language on last conference call"  
[X Link](https://x.com/MattBiotech/status/1937630974667530535)  2025-06-24T21:56Z [----] followers, [----] engagements


"Most of the $REPL takes have been tweeted already but: this is worst case scenario I laid out in my article company is probably a zero now (sadly) if truly no mention at late cycle this is deeply unfair stuff like this makes clinical stage bio nearly uninvestable in my eyes"  
[X Link](https://x.com/MattBiotech/status/1947638549014257975)  2025-07-22T12:43Z [----] followers, [----] engagements


"@AaronRosenblum5 And would be approved before regime change. I guess issue is what was told to them late cycle and company doing conferences and investor day saying all is well leading to speculation. Not that speculators needs to be babied but speaks more to trust in FDA doing what they say"  
[X Link](https://x.com/MattBiotech/status/1947641868688494668)  2025-07-22T12:56Z [----] followers, [---] engagements


"How is $SRPT not down like -50% Exclusive: $SRPT would have to conduct new studies to get back on market FDA official says - CBER review staff are 'unanimous' that Elevidys should never return to market https://t.co/mwajKYQAMh Exclusive: $SRPT would have to conduct new studies to get back on market FDA official says - CBER review staff are 'unanimous' that Elevidys should never return to market https://t.co/mwajKYQAMh"  
[X Link](https://x.com/MattBiotech/status/1948406044465443045)  2025-07-24T15:32Z [----] followers, [----] engagements


"@plainyogurt21 Coming in I was at 8-9 months in drug arm and [--] months control. If you average the WT from Arm C and D I think it was around there. Obviously the weeks on one week off having such stellar days was very fluky mostly a result of patient selection"  
[X Link](https://x.com/MattBiotech/status/1949822932949381173)  2025-07-28T13:23Z [----] followers, [---] engagements


"Usually I avoid all pod talk but I was thinking how biotech seems weak despite catalyst R/R being back. I guess the "wrong" stocks have been going up Big losers recently: $REPL $SRPT larger mkt caps they loved Big winners recently: $ABVX $CELC lower mkt cap upside surprises Man l/s pod books have to be under a ton of pressure after $repl $abvx and then $celc today. $crdf likely the straw that breaks the camels back in getting multiple pods shut down if it hits tomorrow. Man l/s pod books have to be under a ton of pressure after $repl $abvx and then $celc today. $crdf likely the straw that"  
[X Link](https://x.com/MattBiotech/status/1949919546988777551)  2025-07-28T19:47Z [----] followers, [----] engagements


"$CRDF they are obviously mega short $APLS C3G pdufa approval seems priced in I dunno do they care/support this anymore Trying to think of others where the funds could be dramatically offsides if unexpected outcome"  
[X Link](https://x.com/MattBiotech/status/1949920418284114096)  2025-07-28T19:50Z [----] followers, [----] engagements


"$REPL second chance Yes No Yes No"  
[X Link](https://x.com/MattBiotech/status/1950364521366987138)  2025-07-30T01:15Z [----] followers, [----] engagements


"$TGTX is currently sitting at a $4.4 billion valuation and I anticipate by year end they will have $400 million of net cash so lets call it $4 billion EV. Current sales are at a $564 million run rate but lets look forward"  
[X Link](https://x.com/MattBiotech/status/1953436558834458936)  2025-08-07T12:42Z [----] followers, [----] engagements


"The anti-CD20 M.S. market is currently $8 billion in size IV patients comprise 60% of it and TGTX is capturing 1/3 of new starts. Assuming switching is net neutral (likely + for TG) over a very long tail base case peak of $1.6 billion. So 2.5x EV/peak. Pretty good"  
[X Link](https://x.com/MattBiotech/status/1953436717685621030)  2025-08-07T12:43Z [----] followers, [----] engagements


"https://open.substack.com/pub/mattbiotech/p/q2-2025-earnings-reports-part-2r=3kuxb&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/mattbiotech/p/q2-2025-earnings-reports-part-2r=3kuxb&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/MattBiotech/status/1953869187577000384)  2025-08-08T17:21Z [----] followers, [---] engagements


"Written over [-----] words in my newsletter so far this year. If a post was about a single stock the average return is 40.88%"  
[X Link](https://x.com/MattBiotech/status/1955681394144993662)  2025-08-13T17:22Z [----] followers, [----] engagements


"(Also I wouldn't say $CRDF and $REPL were recommendations rather explainers but included them for completeness) (Also you *could* have sold those two into huge spikes but nevertheless)"  
[X Link](https://x.com/MattBiotech/status/1955681573493485613)  2025-08-13T17:23Z [----] followers, [----] engagements


"@Quantumup1 Also it's paused not withdrawn but to be fair I don't know what Sandoz is doing they are also a mess. $8 billion injection market seems like there should be plenty of room to play even with increased discounting"  
[X Link](https://x.com/MattBiotech/status/1963354254653174054)  2025-09-03T21:31Z [----] followers, [--] engagements


"@Quantumup1 Not to overthink this but Sandoz paused Ziextenzo at a time when Udenyca was making good money. So I have no idea why Sandoz plays in this space if they are going to freeze up when ASPs drop but I just find it hard to believe you can't make decent money distributing these things"  
[X Link](https://x.com/MattBiotech/status/1963355348611600818)  2025-09-03T21:36Z [----] followers, [---] engagements


"@Quantumup1 But that's kinda sorta the premise for my article but with a different company so I guess people can read and judge for themselves if I make the case effectively"  
[X Link](https://x.com/MattBiotech/status/1963355553289429400)  2025-09-03T21:36Z [----] followers, [---] engagements


"Watching my weekly pro wrestling show and just saw a Briumvi commercial. This is due diligence you can't get anywhere else"  
[X Link](https://x.com/MattBiotech/status/1965990992798167452)  2025-09-11T04:09Z [----] followers, [----] engagements


"I had no idea $SLNO was approaching [--] week lows until yesterday.I saw everyone poking holes in the short report and just kinda thought it rebounded. It's definitely not a perfect drug but anything even close to market in the next five years"  
[X Link](https://x.com/MattBiotech/status/1967980387680112704)  2025-09-16T15:54Z [----] followers, [----] engagements


"@jud_guy Very nice news especially because growth will stall for a quarter with the pricing adjustments. So they'll have something positive to talk about on the call. Even though everyone will already know lol"  
[X Link](https://x.com/MattBiotech/status/1970932144651501675)  2025-09-24T19:23Z [----] followers, [---] engagements


"One of the things exciting to me about my newsletter aside from readership reaching an ATH is that one prominent fund manager (not on Twitter) is a paid subscriber but also is among the first to read every morning I send something out. Every single time. Very humbling to see someone who has done it all likely has it all (practically) and they are up at 4am (my time) reading and consuming everything. Also very flattering that they view my work as worth $100/year which I guess is basically nothing for research for them but still. I guess this comes off weird like a brag but not intended to be"  
[X Link](https://x.com/MattBiotech/status/1976358929279091133)  2025-10-09T18:47Z [----] followers, [----] engagements


"$glyc and $cbay are very similar in weird ways.similar market cap and EV impressive Phase [--] data over SOC and both have a weird outlicensed drug with milestone potential that has nothing to do with their core competency. 🤔"  
[X Link](https://x.com/MattBiotech/status/933162877883518976)  2017-11-22T02:39Z [----] followers, [--] engagements

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