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# ![@NightOwlBiotech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1680659305698033664.png) @NightOwlBiotech Night Owl Biotech Research Group

Night Owl Biotech Research Group posts on X about $xbi, $sndx, $dawn, dawn the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1680659305698033664/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1680659305698033664/c:line/m:interactions.svg)

- X Week XXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +51%
- X Year XXXXXXX +1,019%

### Mentions: XX [#](/creator/twitter::1680659305698033664/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1680659305698033664/c:line/m:posts_active.svg)

- X Week XX +4%
- X Month XX -XX%
- X Months XXX +48%
- X Year XXX +527%

### Followers: XXXXX [#](/creator/twitter::1680659305698033664/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1680659305698033664/c:line/m:followers.svg)

- X Week XXXXX +0.80%
- X Month XXXXX +3.80%
- X Months XXXXX +71%
- X Year XXXXX +609%

### CreatorRank: XXXXXXX [#](/creator/twitter::1680659305698033664/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1680659305698033664/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1680659305698033664/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$xbi](/topic/$xbi) #8, [$sndx](/topic/$sndx) #3, [$dawn](/topic/$dawn) #5, [dawn](/topic/dawn) #1422, [$ibb](/topic/$ibb) #2, [$incy](/topic/$incy) #5, [$dcth](/topic/$dcth) #2, [$nbi](/topic/$nbi) #1, [$vstm](/topic/$vstm) #3, [$tars](/topic/$tars) #1

**Top accounts mentioned or mentioned by**
[@pjamess69](/creator/undefined) [@wallstsai](/creator/undefined) [@odr8n](/creator/undefined) [@biomaven](/creator/undefined) [@drfager](/creator/undefined) [@towiu2](/creator/undefined) [@jonny_fun_guy](/creator/undefined) [@bagelc47](/creator/undefined) [@financebully](/creator/undefined) [@biotechforever](/creator/undefined) [@themach99](/creator/undefined) [@wenmoon69420](/creator/undefined) [@gerrard1987](/creator/undefined) [@daveytrout](/creator/undefined) [@emily86402103](/creator/undefined) [@west0_cap](/creator/undefined) [@creamysoftserve](/creator/undefined) [@tallnfat](/creator/undefined) [@yachmod](/creator/undefined) [@alokbhardwaj](/creator/undefined)

**Top assets mentioned**
[Bitcoin Incognito (XBI)](/topic/$xbi) [Dawn Protocol (DAWN)](/topic/$dawn) [Incyte Corporation (INCY)](/topic/$incy) [Tarsus Pharmaceuticals, Inc. Common Stock (TARS)](/topic/$tars) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [Exelixis Inc (EXEL)](/topic/$exel) [Geron Corp (GERN)](/topic/$gern) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [NovoCure Limited Ordinary Shares (NVCR)](/topic/$nvcr) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Origin Protocol (OGN)](/topic/$ogn) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Eli Lilly and Company (LLY)](/topic/$lly) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Pfizer, Inc. (PFE)](/topic/$pfe) [Seagen Inc (SGEN)](/topic/$sgen) [Merck & Co., Inc. (MRK)](/topic/$mrk) [GSK plc (GSK)](/topic/$gsk) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Amicus Therapeutics, Inc (FOLD)](/topic/$fold) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Glaukos Corporation (GKOS)](/topic/$gkos) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Vaxcyte, Inc. Common Stock (PCVX)](/topic/$pcvx)
### Top Social Posts [#](/creator/twitter::1680659305698033664/posts)
---
Top posts by engagements in the last XX hours

"$TARS is off XX% from $XXXXX 9/5/25 intra-day high after insider sold XX% of his holdings This is not investment advice but is this overdone $XBI Graph shows TARS/Xdemvy sales by qtr post launch to $AXSM $TLX $TGTX & $GWPH TARS GM = XX% last qtr consistent w/peers excpt TLX"  
[X Link](https://x.com/NightOwlBiotech/status/1966876600428851254) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-13T14:48Z 1396 followers, 1706 engagements


"Valuation related data points of the X most mature commercial-stage bios (non-BP). None are forecast to double sales in the next XX years. Are there other analytics we should consider or peers that s/b added $OGN $BMRN $PTCT $ALKS $ACAD $ANIP $JAZZ $INCY $EXEL $XBI $IBB $NBI"  
[X Link](https://x.com/NightOwlBiotech/status/1967215636591092057) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-14T13:15Z 1399 followers, 1162 engagements


"Updated FY26-28 revenue multiples for all comm'l-stage oncology focused bios w/MCs north of $350MM @ 8/22/25 We'd guess (that's all it is) $SNDX is the most likely near-term M&A candidate $INCY $RIGL has doubled since their Q225 CC $EXEL $JAZZ $ADCT $DCTH $AUTL $VSTM $DAWN"  
[X Link](https://x.com/NightOwlBiotech/status/1959259130096488551) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-23T14:19Z 1382 followers, 3579 engagements


"Seeking Alpha notes XX $SNDX analysts. X forecasts FY34 SNDX sales @ $3B & the other @ $1.26B. Comp of SNDX MC as a multiple of 10-year revenues v XX peers that exited via M&A attached SNDX trades @ 0.18X the lowest 10-year analyst est. Peers acq for XXXX to 0.40X $XBI $INCY"  
[X Link](https://x.com/NightOwlBiotech/status/1966917278198546893) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-13T17:29Z 1394 followers, 2186 engagements


"$DAWN 10-year analyst estimates v X peers that exited via M&A post FDA approval $CTIC $SRRA $KDMN While DAWN is up from its $XXXX low from earlier this month after their Q2 XX CC DAWN still trades at a fraction of analyst estimates (which may assume Firefly is a success)"  
[X Link](https://x.com/NightOwlBiotech/status/1961811916487111050) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-30T15:23Z 1382 followers, 2271 engagements


"$SNDX FY25-FY34 analyst consensus revenue estimates v. $RYTM $OCUL & $LQDA. Raw data bottom right SNDX forecast to outsell OCUL & LQDA but trades @ XX% the MC WTF SNDX is forecast to generate same revenues as RYTM next X years yet trades @ 1/5th the MC $XBI $INCY $IBB $NBI"  
[X Link](https://x.com/NightOwlBiotech/status/1967952253488390433) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-16T14:02Z 1399 followers, 4219 engagements


"$TVTX (kidney) trades @ 0.12X 10-year revenue estimates while peer $MIRM (liver) @ 0.32X. Other comm'l-stage bios like $NBIX $ALKS $PTCT $ACAD & $AXSM trade @ 0.21-0.30X Filspari is patented thru 7/34 Is it the 1/2026 PDUFA in FSGS Any guidance w/b appreciated $XBI $NBI $LABU"  
[X Link](https://x.com/NightOwlBiotech/status/1953497186773110861) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-07T16:43Z 1395 followers, 2846 engagements


"$DAWN Ojemda US product sales by quarter post launch v. $CTIC Vonjo. CTIC was acquired for an EV of $XXX. DAWN EV = $350MM at $8/share. Hopefully a sale of DAWN is near. Otherwise DAWN plans to develop DAY-301 when 95-98% of new cancer drugs in P1 are never approved $XBI $IBB"  
[X Link](https://x.com/NightOwlBiotech/status/1974129040178180252) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-03T15:06Z 1395 followers, 1260 engagements


"FY26 revenue multiples of comm'l-stage sorted by 1st FDA appr date If we had to guess $URGN $SNDX $DAWN $LEGN $DCTH are the next M&A candidates Note the X trade @ 2.9-3.9X FY26 consensus where the X non-oncology peers $TARS $ARQT $SPRY trade @ 4.5-5.5X $NUVB $PBYI $KPTI $IBB"  
[X Link](https://x.com/NightOwlBiotech/status/1974842475195121713) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-05T14:21Z 1395 followers, 1589 engagements


"All comm'l-stage oncology focused bio M&A since 1/1/13 updated for $YMAB Clearly history shows the odds are overwhelming shareholders are best served via M&A exit within X years of approval. Shareholders lose after X years $XBI $DAWN $SNDX $IOVA $GERN $MRUS $NAVB $VSTM $FENC"  
[X Link](https://x.com/NightOwlBiotech/status/1959335430496854059) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-23T19:22Z 1390 followers, 2537 engagements


"Thank you & very fair. As I noted all we have to estimate valuation today are peer M&A multiples & analyst revenue estimates. When such potential from the triple combo are baked in it should manifest in higher revenue forecasts at which time valuation estimates move higher. Hey man the experts have much higher stock price targets than I do. SNDX is our clubs number X holding. I certainly hope theyre right. Thank you again"  
[X Link](https://x.com/NightOwlBiotech/status/1978475677499166787) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-15T14:58Z 1382 followers, XX engagements


"$DAWN Ojemda US sales/qtr v. $CTIC Vonjo. Both have like gross margin % & patent life @ approval profiles. For perspective if DAWN mgmt/BOD ever focus on shareholder value CTIC was acquired for $1.7B. Because Ojemda outsells Vonjo DAWN s/b worth more DAY-301 $LLY $XBI $IBB"  
[X Link](https://x.com/NightOwlBiotech/status/1967244991920738793) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-14T15:12Z 1392 followers, 1399 engagements


"Comm'l-stage oncology focused bio M&A since 1/1/17 incl. X w/1st approvals pre-FY13 & X pre-comm'l (yesterday's post noted XX trxs) X YTD in FY25 $BMY was busiest w/3. X peers @ X X years since $PFE closed $SGEN this 12/25 $GSK & $GILD have been quiet Not X for $MRK $XBI"  
[X Link](https://x.com/NightOwlBiotech/status/1959729160659878078) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-24T21:26Z 1399 followers, 2256 engagements


"$NVCR reported Q225 sales this morning. NVCR trades at XXX - $3.0X FY2025 consensus which is lower than peer $EXEL at 5.0X+ & $LEGN at 7.0X+ (though NVCR gross margins are in the 70s where most peers are in the 90s). $XBI $NBI"  
[X Link](https://x.com/NightOwlBiotech/status/1948375421457711489) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-07-24T13:31Z 1390 followers, 1849 engagements


"15 comm'l-stage oncology focused bios from last X yrs w/FY28 multiples. We're in Sept so FY28 is almost "Year 3" Peer group M&A guesses in order just for fun $SNDX $ZYME $DAWN $AUTL $DCTH (2 yrs rounded) $VSTM $NUVB $XFOR $IOVA $GERN $IMCR have near-term data reads $XBI"  
[X Link](https://x.com/NightOwlBiotech/status/1962610071935827969) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-01T20:14Z 1395 followers, 5292 engagements


"Another thing about DCTH. The private equity firms that provided that financing in March 2023 historically want to realize their gains within 2-3 years. The reason is self-evident. Hence technically we are overdue for a M&A exit. I suspect after the data is published this quarter they will be acquired. Of course I could be wrong"  
[X Link](https://x.com/NightOwlBiotech/status/1979174430371651660) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-17T13:15Z 1399 followers, XX engagements


"$SNDX & $FOLD market caps as multiples of FY28 & cumulative 5-year (FY25-28) revenue forecasts v. peers with like forecasts. The orig intent was to focus on SNDX v. comm'l-stage non-oncology peers but we added FOLD $HROW $BCRX $IBB Peers excl $XERS $SRPT $ARDX $HRMY $ANIP $TWST"  
[X Link](https://x.com/NightOwlBiotech/status/1977911542000582884) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-14T01:37Z 1399 followers, 2298 engagements


"Chge in SP in non-oncology for the week $XBI $CORT after the FDA accepted Relacorliant's filing $PTCT appeared @ X conferences like $APLS $SLNO had a patient death. Time will tell if real (watch $SRPT) $TARS insider sale $HRMY is a head scratcher. Was there an event $GKOS"  
[X Link](https://x.com/NightOwlBiotech/status/1966894469518692416) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-13T15:59Z 1395 followers, XXX engagements


"$SNDX analyst consensus revenue estimates v. $VIE $PRVB $CCXI product sales forecasts by year post M&A Analysts forecast SNDX to generate slightly less sales than CCXI forecast when CCXI was acq for a $3.7B EV.& more than VIE & PRVB acq. for $XXXX & $2.9B resp $INCY $IBB"  
[X Link](https://x.com/NightOwlBiotech/status/1975252938428764352) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-06T17:32Z 1395 followers, XXX engagements


"Chge in SP since Aug XX for all XX comm'l-stage oncology focused bios w/MCs $275MM+ Only X of XX beat the $XBI $SNDX $NVCR $LEGN trade @ the lowest FY28 multiple in the $1B+ MC group $FENC been for sale for years $RIGL massive Q2 beat $ADCT insider buy $INCY $JAZZ $DCTH $URGN"  
[X Link](https://x.com/NightOwlBiotech/status/1974213177349906456) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-03T20:41Z 1394 followers, XXX engagements


"Updated history of all XX new comm'l-stage oncology focused bios back to 1/1/13 $MRUS exit is consistent. Those that sell within X yrs of approval do well for shareholders. Those that don't lose (generally) $SNDX $DAWN $IBRX $AUTL $VSTM $NUVB $FENC $GERN $XFOR $IMCR $DCTH $MGNX"  
[X Link](https://x.com/NightOwlBiotech/status/1972651467409608896) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-29T13:15Z 1382 followers, 1375 engagements


"Of XXX public bios (clinical & comm'l) w/$200MM+ MC $PCVX $CADL $QURE $RCKT $BHVN are X of XX down 24%+ the last X days. $XBI This is not investment advice but all X have respected therapies in dev (but clinical-stage). Others down 24%+ $SANA $CAPR $VERV $ANNX $TSHA $ARQT $NGNE"  
[X Link](https://x.com/NightOwlBiotech/status/1907242822849171662) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-04-02T01:24Z 1396 followers, 5222 engagements