# ![@Biotechbull2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1487100309004595208.png) @Biotechbull2 Biotechbull

Biotechbull posts on X about $wve, $arwr, $crvs, $nvo the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1487100309004595208/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1487100309004595208/c:line/m:interactions.svg)

- [--] Week [---] -26%
- [--] Month [------] -58%
- [--] Year [------] +1,508%

### Mentions: [--] [#](/creator/twitter::1487100309004595208/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1487100309004595208/c:line/m:posts_active.svg)

- [--] Week [--] -41%
- [--] Month [--] -34%
- [--] Year [---] +404%

### Followers: [---------] [#](/creator/twitter::1487100309004595208/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1487100309004595208/c:line/m:followers.svg)

- [--] Week [---] +0.56%
- [--] Month [---] +14%
- [--] Year [---] +242%

### CreatorRank: undefined [#](/creator/twitter::1487100309004595208/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1487100309004595208/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[$wve](/topic/$wve), [$arwr](/topic/$arwr), [$crvs](/topic/$crvs), [$nvo](/topic/$nvo), [$vktx](/topic/$vktx), [$lly](/topic/$lly), [$abvx](/topic/$abvx), [$kymr](/topic/$kymr), [stocks](/topic/stocks), [$ntla](/topic/$ntla)

**Top accounts mentioned or mentioned by**
[@geneinvesting](/creator/undefined) [@bioinvestor24](/creator/undefined) [@zhaoweiasu](/creator/undefined) [@rnaianalyst](/creator/undefined) [@bioboyscout](/creator/undefined) [@medstudentinvst](/creator/undefined) [@keylimepieco](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@doctorsalomon](/creator/undefined) [@statnews](/creator/undefined) [@amaymd](/creator/undefined) [@wz2013](/creator/undefined) [@houndcl](/creator/undefined) [@researchpulse1](/creator/undefined) [@subtleinduction](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@bk7959925597715](/creator/undefined) [@secgov](/creator/undefined) [@vikingvktx](/creator/undefined) [@seedy19tron](/creator/undefined)

**Top assets mentioned**
[Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Novo-Nordisk (NVO)](/topic/$nvo) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Abivax SA (ABVX)](/topic/$abvx) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Muhdo Hub (DNA)](/topic/$dna) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [AbbVie Inc (ABBV)](/topic/$abbv) [Merck & Co., Inc. (MRK)](/topic/$mrk) [BEAM (BEAM)](/topic/$beam) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Synthetify (SNY)](/topic/$sny) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Reddit, Inc.  (RDDT)](/topic/reddit) [Amgen, Inc. (AMGN)](/topic/amgen) [AstraZeneca PLC (AZN)](/topic/astrazeneca) [C4 Therapeutics, Inc (CCCC)](/topic/$cccc) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Century Therapeutics, Inc. (IPSC)](/topic/$ipsc) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@PharmDabbler @Pharmdca What's so funny And why do people follow you You literally just post press releases and never post your own due diligence. Sometimes you try but then you're still just copying information from press releases or investor presentations"  
[X Link](https://x.com/Biotechbull2/status/1714037164525207735)  2023-10-16T21:54Z [--] followers, [--] engagements


"@kinatsofrim @DueDoctor @Robert13313519 @Incyte @Karyopharm @TakedaPharma @bmsnews @merckgroup @Merck What are you insinuating Merck just bought bomedemstat (afaik no data released yet since acquisition) why would they now buy selinexor"  
[X Link](https://x.com/Biotechbull2/status/1727828763927253348)  2023-11-23T23:17Z [--] followers, [--] engagements


"@DueDoctor @jrkelly There also is a discrepancy with Glassdoor reviews. I've followed r/biotech and I feel like Ginkgo doesn't have a good reputation there due to the extreme valuation at IPO & the short report. But I'd love to hear @jrkelly 's take on this"  
[X Link](https://x.com/Biotechbull2/status/1730874461572763756)  2023-12-02T09:00Z [--] followers, [--] engagements


"@BD____80 Zekers net afgestudeerd en prima baan helaas geen lagere school. Voor jou wel gezien de tokkieposts die je allemaal repost op je Twitter. Je bent volgens iemand die geil wordt van het hebben van tegenstrijdige meningen dus lekker doorgaan als je jezelf daarmee bevredigt"  
[X Link](https://x.com/Biotechbull2/status/1731306425505251490)  2023-12-03T13:36Z [--] followers, [--] engagements


"@GeneInvesting I still don't get why you're 100% in [--] risky early stage biotech without diversification. you should not be so concentrated in risky stocks if it stresses you out when it goes down. Why not diversify Isn't peace of mind more important"  
[X Link](https://x.com/Biotechbull2/status/1745557847499239460)  2024-01-11T21:26Z [--] followers, [---] engagements


"@GeneInvesting Fact of the matter is that both $BEAM & $NTLA (and co's like $SANA) are not cheap at all for companies that are so early stage. Doesn't mean there isn't upside (I own NTLA too) but it could easily take years before it will go up so checking the price action daily will do nothing"  
[X Link](https://x.com/Biotechbull2/status/1745559870785352073)  2024-01-11T21:34Z [--] followers, [---] engagements


"@DontAskJeeves13 @GeneInvesting That I can agree with"  
[X Link](https://x.com/Biotechbull2/status/1745567837819670906)  2024-01-11T22:06Z [--] followers, [--] engagements


"@GeneInvesting @The_AI_Investor To be fair I agree with the AI Investor here. Cutting a video does not make you the owner of the video and thus doesn't require credits to you in this case. The idea of X is just to spread a message your snippet was not original content"  
[X Link](https://x.com/Biotechbull2/status/1746678251139809677)  2024-01-14T23:38Z [--] followers, [--] engagements


"@GeneInvesting mean you spent hours making the video. Clipping something takes a few minutes. Unless you watched the entire video on YouTube with only one goal in mind: finding a clip to post on X; not for your own knowledge"  
[X Link](https://x.com/Biotechbull2/status/1747029050143412395)  2024-01-15T22:52Z [--] followers, [--] engagements


"@GeneInvesting So yes I still do think it's hypocritical and a bit embarrassing that you're making it such a big deal on it on a public platform like YouTube. Yes if it was your own podcast I'd get your anger. Not for a clipped video that was made by someone else"  
[X Link](https://x.com/Biotechbull2/status/1747029356025659422)  2024-01-15T22:53Z [--] followers, [--] engagements


"@GeneInvesting Please find the original owner of this clip of Robert Downey Jr. Historic Vids stole this clip from someone else without credits as I've seen this clip at least several times over the last few years. Pls don't support this unethical behavior ;)"  
[X Link](https://x.com/Biotechbull2/status/1749172587257635220)  2024-01-21T20:50Z [--] followers, [--] engagements


"@davidomaraX Basically Big Pharma + a few risky early stage CRISPR stocks"  
[X Link](https://x.com/Biotechbull2/status/1751928648783822858)  2024-01-29T11:21Z [--] followers, [--] engagements


"@Persimmon_Plus What happened actually between Jun2023 and Jan2024 From $5 to $0.40 to $3. Is it just the volatility in small caps + biotech bear market or was there a fundamental reason"  
[X Link](https://x.com/Biotechbull2/status/1762259589095985454)  2024-02-26T23:33Z [--] followers, [--] engagements


"@Benchpressers @transcriptoad @jfais20 @dviceST Lmao how is this is red flag 😭"  
[X Link](https://x.com/Biotechbull2/status/1764547921779765371)  2024-03-04T07:06Z [--] followers, [--] engagements


"@DesertDweller93 @dub_k1 @studfinder6988 @sharkbiotech You're the ultimate $PDSB cult follower that literally defends anything the company does. I know what the outcome will be when I go into discussion with you; I'm not going to engage. Keep waiting and keep losing money I don't care lol"  
[X Link](https://x.com/Biotechbull2/status/1789051645562614171)  2024-05-10T21:55Z [--] followers, [---] engagements


"@dub_k1 Yes that's exactly what I said that he participated in the trials but that's not the special as there are hundreds of PI's participating. He is NOT responsible lmao. You know the definition of responsible Can you read genius Stop misleading your $PDSB followers"  
[X Link](https://x.com/Biotechbull2/status/1790250783851569521)  2024-05-14T05:20Z [--] followers, [---] engagements


"@GeneInvesting @BK7959925597715 $CRSP is a sinking ship just like any other gene editing company - too risky and should only be played as a gamble imo. https://www.reddit.com/r/biotech/s/w8ncfJ5Ewc https://www.reddit.com/r/biotech/s/w8ncfJ5Ewc"  
[X Link](https://x.com/Biotechbull2/status/1835424485937484185)  2024-09-15T21:04Z [---] followers, [---] engagements


"@BK7959925597715 @GeneInvesting @MiguelBarber1 I have a few such as BBIO IOVA KPTI (smaller position but of a gamble with cash runway risk) and larger positions in companies such as PFE. But most of my investments are in ETFs"  
[X Link](https://x.com/Biotechbull2/status/1835433398946443508)  2024-09-15T21:39Z [---] followers, [--] engagements


"@GeneInvesting @BK7959925597715 Did you read the reddit post - people who literally worked at CRSP are super negative. $NTLA is a high risk play don't see why you'd think otherwise. but agree to disagree"  
[X Link](https://x.com/Biotechbull2/status/1835433954943385710)  2024-09-15T21:42Z [--] followers, [---] engagements


"@GeneInvesting @BK7959925597715 @MiguelBarber1 Don't think BBIO vs NTLA is interesting. ALNY is the real competitor NTLA will at most just take a small fraction of the patients"  
[X Link](https://x.com/Biotechbull2/status/1835435241265385975)  2024-09-15T21:47Z [--] followers, [--] engagements


"@GeneInvesting Yes so what Why would u take injections that will increase ur risk of cancer by a small fraction (or large - we don't know yet but the risk is there) if u can take more frequent injections or pills without the cancer risk Let me tell u docs will not prescribe this to young pts"  
[X Link](https://x.com/Biotechbull2/status/1835436610973761789)  2024-09-15T21:52Z [--] followers, [--] engagements


"@GeneInvesting @CaptainRisky7 No I'm not a SGMO holder and I've been following you for some time but you and most of your followers are the definition of a cult ;)"  
[X Link](https://x.com/Biotechbull2/status/1844635115869073906)  2024-10-11T07:04Z [---] followers, [---] engagements


"@GeneInvesting Maybe because RNA editing will probably be more commercially successful than DNA editing at least in the coming few years. Because DNA editing will still face many safety and regulatory risks and RNA-based medicine has a proven track record"  
[X Link](https://x.com/Biotechbull2/status/1847764930604519787)  2024-10-19T22:21Z [--] followers, [---] engagements


"@GeneInvesting I'm talking about RNA-based therapies incl RNAi and mRNA vax. They have a proven track record. Gene editing will probably take decades before most docs are comfortable to give it & most patients to receive it. Given that nothing comes out of the safety follow-up. Too much risk"  
[X Link](https://x.com/Biotechbull2/status/1847767188431634711)  2024-10-19T22:30Z [--] followers, [---] engagements


"@GeneInvesting Maybe you should worry a bit if we're talking about gene editing 🤷. And Casgevy is not in vivo. You're brave (though financially irresponsible) to have pretty much 100% of your portfolio in gene editing"  
[X Link](https://x.com/Biotechbull2/status/1847778980989976841)  2024-10-19T23:16Z [--] followers, [---] engagements


"@GeneInvesting Yes the story may have improved but no idea why someone would ever go 100% NTLA & BEAM. Why not go to the casino instead How can you sleep at night Well I hope you'll get some of your money back but I think you should be down A LOT these past years"  
[X Link](https://x.com/Biotechbull2/status/1847786152088027388)  2024-10-19T23:45Z [--] followers, [--] engagements


"@GeneInvesting You're already balls deep in $NTLA and now you're buying more after this Yes you married the stock"  
[X Link](https://x.com/Biotechbull2/status/1849451489623978058)  2024-10-24T14:02Z [--] followers, [---] engagements


"@GeneInvesting @ZinselmeyerB So there is no data yet that shows patients being cured for four years (no we're not talking about safety but about efficacy) You see how your tweets are misleading"  
[X Link](https://x.com/Biotechbull2/status/1849739758890578323)  2024-10-25T09:08Z [--] followers, [---] engagements


"@MattNachtrab Happy that you lost/will lose all your money. Feel bad for all the other retail investors that lost money - just be aware that YOU as the cult leader are responsible for their losses"  
[X Link](https://x.com/Biotechbull2/status/1861057958538314140)  2024-11-25T14:42Z [--] followers, [---] engagements


"@GeneInvesting @BowTiedBiotech Call one for yourself - stop being so obsessed. Why are you even responding to this post twice - one day apart I guess that's what happens when you're down 70% and all you do is post on X to make yourself feel better"  
[X Link](https://x.com/Biotechbull2/status/1861149330331107381)  2024-11-25T20:45Z [--] followers, [--] engagements


"@GeneInvesting @BowTiedBiotech I'm actually not deep in BBIO but I do have a position. I'm also in NTLA with a small position. Pretty sure you're down a LOT. You've been trying to catch a falling knife for years now. Calm it's so obvious it's causing you anger issues. Get off X for a while and diversify"  
[X Link](https://x.com/Biotechbull2/status/1861170420512133303)  2024-11-25T22:09Z [--] followers, [--] engagements


"@GeneInvesting @BowTiedBiotech You might feel like it's the worst biotech market in history but it ain't that bad actually. You just bought the wrong stocks"  
[X Link](https://x.com/Biotechbull2/status/1861289795785261518)  2024-11-26T06:04Z [--] followers, [--] engagements


"@GeneInvesting @BowTiedBiotech It feels that way for you but if you chose the right stocks including some large caps such as Merck you'd not be down 50% ;). More like an epic fail decision of you to invest so early in risky stocks such as BEAM and NTLA. You could've bought a house with the money you lost"  
[X Link](https://x.com/Biotechbull2/status/1861308438841634915)  2024-11-26T07:18Z [--] followers, [--] engagements


"@GeneInvesting @BowTiedBiotech Did you really say Moderna 😂 Have you looked at Merck Abbvie Amgen (except for today) AstraZeneca Vertex Eli Lilly Novo Nordisk J&J Novartis You literally named one BP company that's down 😂. Almost are the others are near ATH. You're joking right"  
[X Link](https://x.com/Biotechbull2/status/1861527341668721039)  2024-11-26T21:47Z [--] followers, [---] engagements


"@SnackBioTech @Biotech2k1 Oh this guy is the biggest conman on X. I pointed out his disastrous investments in companies such as $NTLA $DNA and many more ARKG companies literally at the top (I had a screenshot) - and then he pretended that he was DCA'ing and now positive. Impossible. Now I'm blocked lol"  
[X Link](https://x.com/Biotechbull2/status/1861543996423581707)  2024-11-26T22:54Z [--] followers, [---] engagements


"@scottsinvesting @GeneInvesting That's the sad story of @GeneInvesting - pretending to be an expert in all sorts of topics"  
[X Link](https://x.com/Biotechbull2/status/1861544955920957814)  2024-11-26T22:57Z [--] followers, [--] engagements


"@Persimmon_Plus $AFMD seems like it's heading towards bankruptcy if the stock price is a good indicator. Can you share your thoughts on this one What are the major catalysts"  
[X Link](https://x.com/Biotechbull2/status/1863354949624602637)  2024-12-01T22:50Z [--] followers, [---] engagements


"@Persimmon_Plus Have you reduced your position in $CRVS Just risk management after the run or other reasons"  
[X Link](https://x.com/Biotechbull2/status/1863355501561442308)  2024-12-01T22:52Z [--] followers, [---] engagements


"@A_May_MD @PharmDabbler He literally knows nothing. All he does is tweet about biotech stocks that are popular (aka stocks PharmD posts about). He never posts DD just copy paste information from press releases 😂"  
[X Link](https://x.com/Biotechbull2/status/1864934763468845359)  2024-12-06T07:27Z [--] followers, [--] engagements


"@A_May_MD @GeneInvesting $SGMO is YTD +90% $NTLA is -62% 😭"  
[X Link](https://x.com/Biotechbull2/status/1874168642235228436)  2024-12-31T18:59Z [--] followers, [---] engagements


"@zhaoweiasu @wz2013 Sorry but you're really reaching here. 1) infections do not only come from the outside it can also come from your own microbiome 2) assuming a small molecule degrader has the same safety profile as large molecule mAbs is a bold move. other degraders such as $CCCC had toxicities"  
[X Link](https://x.com/Oligo_bio/status/2014035428601459082)  2026-01-21T18:00Z [---] followers, [---] engagements


"@Se19edy @aggregategains @LogicalThesis Checkmate pharma by REGN for 300% premium"  
[X Link](https://x.com/Biotechbull2/status/1983403480342770014)  2025-10-29T05:20Z [--] followers, [--] engagements


"@DocAhmadMalik @asynck What does that mean Let people die by not giving medicine Quantum biology 🤣 Dude you're just sleeping more and doing sports. Anyone can do that without your help"  
[X Link](https://x.com/Biotechbull2/status/1988259633065299997)  2025-11-11T14:56Z [--] followers, [--] engagements


"@BioBoyScout This does not make any sense. How is dosing quarterly beneficial over annual/biannual dosing This is a MASSIVE commerical competitive edge for $WVE not sure what you're on about"  
[X Link](https://x.com/Biotechbull2/status/1998151492176679199)  2025-12-08T22:03Z [--] followers, [---] engagements


"@adamfeuerstein Not sure what was expected of the absolute visceral fat reduction if patients only have [--] lbs to start with Hard to lose [--] lbs with only [--] lb at baseline. You cannot compare [---] lbs of visceral fat with [---] lbs of subq fat"  
[X Link](https://x.com/Biotechbull2/status/1999128305400778752)  2025-12-11T14:45Z [--] followers, [---] engagements


"@adamfeuerstein Also regarding the FDA's 5% weight loss threshold - management stated explicitly stated that they are also planning for combo and maintenance studies. Think/hope that the FDA guidance could also evolve based on new data. Respectfully disagree with this bearish article"  
[X Link](https://x.com/Biotechbull2/status/1999129426777272467)  2025-12-11T14:49Z [--] followers, [--] engagements


"@meremrtl @BayAreaBiotechI @bio_clouseau Yes and greater sample sizes also lower the noise from outliers. No idea why people keep arguing about the AA data. They clearly need a phase [--] nobody is disputing that. The phase 2b data warrants a phase [--] I think that is clear"  
[X Link](https://x.com/Biotechbull2/status/2001260649922654510)  2025-12-17T11:58Z [--] followers, [--] engagements


"@hannibalspeaks Take your loss in $RZLT and stop whining. It is so obvious that you're resentful that no one told you to sell because you can't make any decisions for yourself"  
[X Link](https://x.com/Oligo_bio/status/2002121079679328439)  2025-12-19T20:57Z [--] followers, [---] engagements


"$CYTK faster titration seems to have more flexible echo monitoring during titration less drug-drug interactions. Best-in-class label"  
[X Link](https://x.com/Oligo_bio/status/2002124949239337356)  2025-12-19T21:12Z [--] followers, [---] engagements


"@jfais20 He blocked me but Biotech2k said XBI was getting bubbly at literally every run-up (at $80 $90). He said $SANA could be the first to get to $1 tril dollar mcap. Bought stocks like $IPSC at [--] billion mcap. Id take his opinion on what is and isn't overvalued with a grain of salt"  
[X Link](https://x.com/Oligo_bio/status/2002443849986416946)  2025-12-20T18:19Z [--] followers, [---] engagements


"@contextinvestor @jfais20 Major red flags. Followed since '21 he posted similar tables (like his pin) for $NTLA $DNA & $SANA with entries near ATHs. Hard to believe a "30-year vet" does a complete [---] on valuation methods in just [--] years. Got instantly blocked upon exposing him"  
[X Link](https://x.com/Oligo_bio/status/2002507919729045537)  2025-12-20T22:34Z [--] followers, [---] engagements


"@medstudentinvst 1) lipotoxicity is primarily an issue with massive lipolysis which isn't the case here. [---] only led to about [---] g of visc fat burning per day - that's negligible. The subq fat will not directly travel to the liver so that is negligble too unlike what happened with ploza 2/5"  
[X Link](https://x.com/Oligo_bio/status/2002524845691797637)  2025-12-20T23:41Z [--] followers, [--] engagements


"@medstudentinvst 2) regarding the mechanism: Waves preclinical data showed upregulation of oxidation and GLUT4. its hard to argue for "molecular insulin resistance" when the cells are actively building more insulin transporters and burning the fat locally instead of dumping it $WVE 3/5"  
[X Link](https://x.com/Oligo_bio/status/2002524936313897095)  2025-12-20T23:42Z [--] followers, [--] engagements


"@BioBoyScout @RNAiAnalyst Well there a reason why many companies do not target ALK7 its extremely high risk/high reward. ALK7 protects the heart (not good to inhibit this in obesity patients) has functions in prenatal development (young women would be excluded) and many more reasons"  
[X Link](https://x.com/Oligo_bio/status/2002651705125843273)  2025-12-21T08:05Z [--] followers, [---] engagements


"@BioBoyScout @RNAiAnalyst The FDA would require extensive safety data before this would be rolled out commercially especially if the TAM is so big. A phase [--] of a few hundred/thousand people would not be sufficient. INHBE is already difficult to get to market this one is much more difficult $WVE $ARWR"  
[X Link](https://x.com/Oligo_bio/status/2002652252549582914)  2025-12-21T08:07Z [--] followers, [---] engagements


"@BioBoyScout @RNAiAnalyst Expect extensive cardiac monitoring and pregnancy tests in the trials and eventually on the REMS label. This would not be a drug that could be given to the masses like GLP-1s. Targeting INHBE is a much easier (though still difficult) pathway to commercialization $WVE $WVE"  
[X Link](https://x.com/Oligo_bio/status/2002653164550627598)  2025-12-21T08:11Z [--] followers, [---] engagements


"@BioBoyScout @RNAiAnalyst Correction: they will probably exclude pregnant patients in the trial. Including them would be highly unethical"  
[X Link](https://x.com/Oligo_bio/status/2002677909065228582)  2025-12-21T09:49Z [--] followers, [--] engagements


"@BioBoyScout @alexonlingq @RNAiAnalyst Agree. That said I think the INHBE drugs of $ARWR and $WVE are much more validated with the human clinical data. Think a partial knockdown of ALK7 would be the safer approach but from a medicinal chem pov making small molecules/peptides would be very challenging"  
[X Link](https://x.com/Oligo_bio/status/2002683813546303671)  2025-12-21T10:13Z [--] followers, [---] engagements


"@RNAiAnalyst Dirk 🤝 Adam Finally $ABVX"  
[X Link](https://x.com/Oligo_bio/status/2003093418541723968)  2025-12-22T13:21Z [--] followers, [---] engagements


"@medstudentinvst So if there wasnt much burning all the [---] lbs of fat/FFAs are just floating around somewhere Dont you think that would lead to liver enzyme increase The most plausible explanation is burning There is some overlap in my answers but those r the point that hasnt been addressed"  
[X Link](https://x.com/Oligo_bio/status/2003217292591837339)  2025-12-22T21:33Z [--] followers, [--] engagements


"@BioBoyScout @medstudentinvst How is $ARWR 's approach different from $WVE aside from the dosing frequency (which until now is an ARWR weakness) And are you claiming ARWR is aiming for 50% knockdown do you have a source Are you saying ARWR approach is less effective in reducing fat so it's safer"  
[X Link](https://x.com/Oligo_bio/status/2003513343131402380)  2025-12-23T17:09Z [--] followers, [---] engagements


"@BioBoyScout @medstudentinvst @BioBoyScout looked it up: ARWR has 95% INHBE knockdown in preclinical models which is even more than WVE. So your statement about partial knockdown seems false https://synapse.patsnap.com/article/arrowhead-pharma-shares-preclinical-data-on-rnai-based-obesity-program-aro-inhbe https://synapse.patsnap.com/article/arrowhead-pharma-shares-preclinical-data-on-rnai-based-obesity-program-aro-inhbe"  
[X Link](https://x.com/Oligo_bio/status/2003515235878195705)  2025-12-23T17:17Z [--] followers, [--] engagements


"@BioBoyScout @medstudentinvst If the theory regarding lipolysis is true (which I'm skeptical of right now the long-term data will be decisive) $ARWR drug is riskier than $WVE"  
[X Link](https://x.com/Oligo_bio/status/2003515917830152658)  2025-12-23T17:19Z [--] followers, [---] engagements


"@BioBoyScout @medstudentinvst Another point hypothetically if there would be liver signals your argument is that ARWR can 'tune' the drug dosis to ensure lower more safe dosages If that would happen: 1) there would probably be a clinical hold 2) both drugs would be discontinued (in obesity safety is key)"  
[X Link](https://x.com/Oligo_bio/status/2003525641069875404)  2025-12-23T17:58Z [--] followers, [--] engagements


"@BioBoyScout @medstudentinvst All in all $ARWR's more frequent dosing is a major weakness vs $WVE's (bi)annual dosing. The only thing in favor of ARWR is their more potent knockdown which according to @medstudentinvst could be a weakness"  
[X Link](https://x.com/Oligo_bio/status/2003526280327958704)  2025-12-23T18:01Z [--] followers, [---] engagements


"@BioBoyScout @medstudentinvst Sorry but am I missing something You didn't respond to my earlier question but this is vital for your argument to be true. Let me ask my questions one by one: 1) Both WVE and ARWR are GalNAc-conjugated siRNAs - how is ARWR "more targeted" or "more tissue-specific""  
[X Link](https://x.com/Oligo_bio/status/2003529125294928010)  2025-12-23T18:12Z [--] followers, [--] engagements


"@3IDWarrant @BioBoyScout @medstudentinvst Assuming the drug works without safety issues (in which case both drugs would be a 0) pretty sure every doctor would want [--] month follow-ups instead of [--] month drs are highly incentivized to prescribe the $WVE drug vs ARWR Unless the doctor likes to have a more busy schedule"  
[X Link](https://x.com/Oligo_bio/status/2003530165935353893)  2025-12-23T18:16Z [--] followers, [--] engagements


"@BioBoyScout @medstudentinvst Sorry but that's false. WVE & ARWR both use GalNAc - they both will have the EXACT same biodistribution. Lets not make it more complicated than that Thus your second argument about minimizing systemic FFA/lipolysis is also false Can you show a source to support your argument"  
[X Link](https://x.com/Oligo_bio/status/2003532367663878384)  2025-12-23T18:25Z [--] followers, [--] engagements


"@3IDWarrant @BioBoyScout @medstudentinvst In that case I think both drugs of $WVE and $ARWR will be a zero. No doc would put an obese person on this drug if they can get GLPs -- so if the drug works and is safe $WVE has an advantage here"  
[X Link](https://x.com/Oligo_bio/status/2003535178602594327)  2025-12-23T18:36Z [--] followers, [---] engagements


"@bioinvestor24 Don't think MRK is inflating the drug value. don't forget they got a NPV so the government backs them (- will be cheaper than repatha probably) Don't think you know this pt group. Many of these pts have had heart attacks already they are already taking [--] pills every day"  
[X Link](https://x.com/Oligo_bio/status/2004636351459905957)  2025-12-26T19:32Z [---] followers, [--] engagements


"@houndcl @ResearchPulse1 @SubtleInduction $NVO is not buying the raw materials/API they are creating it (fermentation). will lead to much lower costs"  
[X Link](https://x.com/Oligo_bio/status/2004650146139963857)  2025-12-26T20:26Z [--] followers, [---] engagements


"@houndcl @ResearchPulse1 @SubtleInduction with scaling via fermentation they actually CAN get the lower than $40/g. And don't think $LLY will price orfoglipron that low that would eat their tirzepatide revenue and would likely be net negative for them"  
[X Link](https://x.com/Oligo_bio/status/2004652433893736595)  2025-12-26T20:35Z [--] followers, [--] engagements


"@houndcl @ResearchPulse1 @SubtleInduction those can be bought at massive scale at cheap prices though. I can try to search for a source but pretty sure margins are much higher than 66%"  
[X Link](https://x.com/Oligo_bio/status/2004653548731335030)  2025-12-26T20:40Z [--] followers, [---] engagements


"@houndcl @ResearchPulse1 @SubtleInduction Table [--] (and these #'s include MORE than manufac costs alone - CBP) The highest estimate is still 75+% margin. In reality it will probably be higher as @ResearchPulse1 mentioned $NVO owns pharmatech who is producing their own enzymes (& Novozymes) https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2816824 https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2816824"  
[X Link](https://x.com/Oligo_bio/status/2004670479471444094)  2025-12-26T21:47Z [--] followers, [---] engagements


"@houndcl @ResearchPulse1 @SubtleInduction Sorry small correction paper states 10mg for 25mg sema then it would be in the range of your estimate but remember the upper limit in the table is VERY conservative and (I think) not taking into account that $NVO owns the factories"  
[X Link](https://x.com/Oligo_bio/status/2004671803000848801)  2025-12-26T21:52Z [--] followers, [---] engagements


"@houndcl @ResearchPulse1 @SubtleInduction + the enzymes + the fermentation process. Costs will plummet with massive scaling"  
[X Link](https://x.com/Oligo_bio/status/2004672549565907394)  2025-12-26T21:55Z [--] followers, [--] engagements


"@RNAiAnalyst @AlexHarding7 Yes the bear argument doesnt add up to me. The pts are not massively losing fat in a short period of time on this drug. Eating a burger creates a bigger acute lipid spike than this drug releases in an entire day It is important to remember that this trial was in obese people 1/2"  
[X Link](https://x.com/Oligo_bio/status/2005060731268727093)  2025-12-27T23:38Z [--] followers, [--] engagements


"@RNAiAnalyst @AlexHarding7 but not extremely obese (40+ BMI). The FFA release due to the drug is a drop in a bucket that will not make these pts insulin resistant. In 40+BMI obese who are bordeline diabetic I think $WVE will pivot to GLP-1 (insulin sensitizer) combo studies (as they have mentioned ) 2/2"  
[X Link](https://x.com/Oligo_bio/status/2005060992452166141)  2025-12-27T23:39Z [--] followers, [---] engagements


"@bioinvestor24 $NVO Buying $VKTX for [--] billion This is a joke right Do you know what the FTC is And spending [--] billion to buy a company that has an oral while $NVO has a better oral in development Please tell me this was a joke"  
[X Link](https://x.com/Oligo_bio/status/2005751212055134678)  2025-12-29T21:22Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 @Doctor_Salomon You tell me why the FTC saw issues with NVO's bid for Metsera and how it is different for $VKTX Don't seek help from your papa answer yourself"  
[X Link](https://x.com/Oligo_bio/status/2005783691750994334)  2025-12-29T23:31Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 @Doctor_Salomon Your tweets show that you really have no clue. It does not disprove my point. Let me ask you a few simple questions: - there literally were FTC concerns it's reported everywhere. For example https://medcitynews.com/2025/11/pfizer-metsera-acquisition-bidding-war-novo-nordisk-glp1-obesity-pfe-mtsr-nvo/#::text=Share%20Optionsclose%20the%20transaction%20soon%20afterward https://medcitynews.com/2025/11/pfizer-metsera-acquisition-bidding-war-novo-nordisk-glp1-obesity-pfe-mtsr-nvo/#::text=Share%20Optionsclose%20the%20transaction%20soon%20afterward"  
[X Link](https://x.com/Oligo_bio/status/2005796928555213154)  2025-12-30T00:23Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 @Doctor_Salomon - the FTC does not like monopolies. Agree Pfizer buying the company would increase competition = what FTC wants. Novo buying it would do the opposite. Not sure what's so complicated. Are all the news reporters wrong also"  
[X Link](https://x.com/Oligo_bio/status/2005796962793111651)  2025-12-30T00:23Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 @Doctor_Salomon Did you read the entire article you posted Pfizer literally also cited antitrust concerns. Are they lying"  
[X Link](https://x.com/Oligo_bio/status/2005797319363477939)  2025-12-30T00:25Z [--] followers, [--] engagements


"@keylimepieco @bioinvestor24 @Doctor_Salomon No you and @bioinvestor24 do not understand. Delaware court has [--] authority over FTC. That was a ruling on bidding wars not on monopoly rules. FTC 100% would issue a 'second request' leading to months/years of delay. $NVO buying $VKTX would 1000% lead to huge delays"  
[X Link](https://x.com/Oligo_bio/status/2005803103631860134)  2025-12-30T00:48Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 @Doctor_Salomon Also I did not state that the FTC blocked the Metsera deal. I said there were issues. $NVO walked away. Likely due to the antitrust issues (though they state differently)"  
[X Link](https://x.com/Oligo_bio/status/2005803508076028195)  2025-12-30T00:49Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 @Doctor_Salomon For you and @bioinvestor24 : Literally the first guideline. Read it and decide for yourself. It really is not that difficult. https://www.ftc.gov/system/files/ftc_gov/pdf/2023_merger_guidelines_final_12.18.2023.pdf https://www.ftc.gov/system/files/ftc_gov/pdf/2023_merger_guidelines_final_12.18.2023.pdf"  
[X Link](https://x.com/Oligo_bio/status/2005804866741109038)  2025-12-30T00:55Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 @Doctor_Salomon Also guideline [--]. $VKTX bulls are really delusional. I even have a small position in $VKTX but you guys are so blind"  
[X Link](https://x.com/Oligo_bio/status/2005805480258498984)  2025-12-30T00:57Z [---] followers, [---] engagements


"@bavariaron @keylimepieco @bioinvestor24 @Doctor_Salomon You and @bioinvestor24 may disagree but the FTC Merger Guidelines [--] & [--] literally state otherwise. Saying $NVO shouldve bought $VKTX for [--] billion is just wishful thinking a proof of not understanding how it works. Watch out who you follow on X"  
[X Link](https://x.com/Oligo_bio/status/2006013881957732653)  2025-12-30T14:45Z [--] followers, [---] engagements


"@keylimepieco @bavariaron @bioinvestor24 @Doctor_Salomon You're not very convincing. You literally do not need to be a lawyer to see that it would not be a good idea for NVO to buy VKTX. There 100% would be delays by the FTC (not saying they would 100% block it). Perhaps you come with some sources on what actually gets enforced"  
[X Link](https://x.com/Oligo_bio/status/2006059631865409889)  2025-12-30T17:47Z [--] followers, [--] engagements


"Watch out who you follow. @bioinvestor24 blocked me because he does not like $VKTX critics. This guy literally bothers patients on social media in the VKTX trial and got called out. Pretty unethical. @bioinvestor24 = Express-Mongoose-738 on Reddit. $VKTX $NVO $LLY $GPCR $WVE"  
[X Link](https://x.com/Oligo_bio/status/2006061359629262953)  2025-12-30T17:54Z [---] followers, [----] engagements


"Not sure what the consequences could be but this guy is literally talking to trial participants and helping them determine if they are on placebo or not which is affecting the trial integrity. This $VKTX investor is literally asking for PHI's. $NVO $LLY"  
[X Link](https://x.com/Oligo_bio/status/2006063943840604584)  2025-12-30T18:04Z [---] followers, [---] engagements


"As said I don't know if this is illegal or not but definitely highly unethical. @SECGov @statnews @Viking_VKTX @adamfeuerstein @A_May_MD"  
[X Link](https://x.com/Oligo_bio/status/2006065767985377423)  2025-12-30T18:12Z [--] followers, [---] engagements


"@SECGov @statnews @Viking_VKTX @adamfeuerstein @A_May_MD Doesn't stop here he literally posts in the subreddit and asks patients how they feel. Not only here but also for example in the retatrutide trial. Pretty sure that's MNPI $VKTX $LLY $NVO"  
[X Link](https://x.com/Oligo_bio/status/2006076881674891348)  2025-12-30T18:56Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 You want me to double down I can if you want. I am literally not the only one who recognized his style of writing is exactly the same. I also had discussions with both Express-Mongoose and @bioinvestor24 regarding $WVE and both used the EXACT same arguments"  
[X Link](https://x.com/Oligo_bio/status/2006084421846524387)  2025-12-30T19:26Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 But he very conveniently deleted those comments: $VKTX $LLY $NVO $WVE"  
[X Link](https://x.com/Oligo_bio/status/2006084857579831389)  2025-12-30T19:27Z [--] followers, [---] engagements


"@keylimepieco @bioinvestor24 What smear campaign I literally have a (small) long position in $VKTX. I just don't like people saying $NVO should've bought $VKTX for 20bn because that is just silly"  
[X Link](https://x.com/Oligo_bio/status/2006086075979333768)  2025-12-30T19:32Z [---] followers, [---] engagements


"@SECGov @statnews @Viking_VKTX @adamfeuerstein @A_May_MD Some more screenshots of him arguing with trial participants and getting called out. Posting it here because he started deleting comments. $VKTX $LLY $NVO"  
[X Link](https://x.com/Oligo_bio/status/2006086824352178561)  2025-12-30T19:35Z [--] followers, [---] engagements


"@SECGov @statnews @Viking_VKTX @adamfeuerstein @A_May_MD Convincing patients on placebo that they are on placebo with his statements and actively contacting patients for his own investment DD. $VKTX $LLY $NVO"  
[X Link](https://x.com/Oligo_bio/status/2006090013537120359)  2025-12-30T19:48Z [--] followers, [----] engagements


"@A_May_MD @pawcio2009 If anyone deserves those gains it's you. Your input on BioX is invaluable and I hope you will continue with your posts and discussions here. Including the entertainment we all got with @GeneInvesting and @bioinvestor24 among others 🤭"  
[X Link](https://x.com/Oligo_bio/status/2006753347748143155)  2026-01-01T15:44Z [--] followers, [---] engagements


"@WexCapital @bioinvestor24 Appreciate the share VKTX cult is almost just like all the other cult stocks (SAVA NWBO etc. obviously the science is much better here but the retail investors are just as insufferable). Pretending to be a patient and infiltrating patient communities is disgusting behavior"  
[X Link](https://x.com/Oligo_bio/status/2006843551838241039)  2026-01-01T21:42Z [--] followers, [---] engagements


"@WexCapital @BiotechAnalysst @adamfeuerstein @statnews That's a valid bear thesis I agree with and that $WVE management needs to figure out. But Adam's article seems hyperfocused on a [--] month phase [--] study. Don't think all the negativity was warranted here. The commercial potential of WVE-007 is in combo studies too imo"  
[X Link](https://x.com/Oligo_bio/status/2006845060957221140)  2026-01-01T21:48Z [--] followers, [---] engagements


"@avidresearch @RNAiAnalyst Or the data is mixed and hard to interpret. Wouldn't necessarily think it's positive based on a conference call"  
[X Link](https://x.com/Oligo_bio/status/2008218813540835524)  2026-01-05T16:47Z [--] followers, [--] engagements


"$ARWR $WVE wow that is very impressive. Combination therapy is the way to go not sure why the bears kept ignoring that"  
[X Link](https://x.com/Oligo_bio/status/2008518042054258857)  2026-01-06T12:36Z [---] followers, [---] engagements


"Adam with all due respect you are critiquing a 'monotherapy' thesis that the data has already evolved past (CEOs have already pivoted). It is not a starvation drug GLP-1 like efficacy can never be reached as mono. It *doubled* weight loss in combo with tirz. $ARWR $WVE Arrowheads $ARWR gene-silencing drugs cut fat in early obesity studies INHBE monotherapy - no weight loss. https://t.co/iQLLiDOjfT via @elaineywchen Arrowheads $ARWR gene-silencing drugs cut fat in early obesity studies INHBE monotherapy - no weight loss. https://t.co/iQLLiDOjfT via @elaineywchen"  
[X Link](https://x.com/Oligo_bio/status/2008522269300232526)  2026-01-06T12:53Z [---] followers, [---] engagements


"Stating "no weight loss" while ignoring the reduced fat and increase lean mass is too simplistic. $ARWR $WVE"  
[X Link](https://x.com/Oligo_bio/status/2008523328806686883)  2026-01-06T12:57Z [---] followers, [---] engagements


"I still secretly hope that FDA guidance regarding approving these type of drugs will evolve over time as reducing visceral fat alone (and keeping/increasing lean mass) has proven benefits. But the investment thesis currently should be on combo (or maintenance) $ARWR $WVE"  
[X Link](https://x.com/Oligo_bio/status/2008524697617789225)  2026-01-06T13:02Z [---] followers, [---] engagements


"@adamfeuerstein Yes valid points but just not sure why you're referring to $WVE too as they had bigger Ns and statistical power reported. It really looks like you're just trying to piss off @RNAiAnalyst"  
[X Link](https://x.com/Oligo_bio/status/2008529129474584710)  2026-01-06T13:20Z [---] followers, [---] engagements


"@medstudentinvst $ARWR showed monotherapy reduction in liver fat of 38%. Could to hear your take on it - liver steatosis seems unlikely now right"  
[X Link](https://x.com/Oligo_bio/status/2008540434885480951)  2026-01-06T14:05Z [---] followers, [---] engagements


"@JCanNuSH @SuperDuperDrugs @adamfeuerstein They did not try to dunk on tirz.The trial was designed to prove synergy (not "vs") and they succeeded. BOTH arms were handicapped equally - in the placebo arm low dose tirz was also started at Day [--]. You're factually not wrong but totally misinterprating the data $ARWR $WVE"  
[X Link](https://x.com/Oligo_bio/status/2008572964489638304)  2026-01-06T16:14Z [---] followers, [---] engagements


"$ARWR data just showed a hidden value of INHBE inhibition - as a potential therapy to prevent MASH. Reducing liver fat by 77% is massive and likely kills the 'lipotoxicity' bear thesis (clears the liver fat). $WVE"  
[X Link](https://x.com/anyuser/status/2008584290909728952)  2026-01-06T16:59Z [---] followers, [---] engagements


"$NVO has invested in this area with $AKRO. Adding an INHBEi would make sense: - to synergize with their GLP-1's - to prevent progression to MASH (Akero's drug and $MDGL still would be the go to option for severe patients due to their MoA) $ARWR $WVE"  
[X Link](https://x.com/Oligo_bio/status/2008584292964983040)  2026-01-06T16:59Z [---] followers, [---] engagements


"Disclaimer that today's data was in very low N. But combined with the $WVE data it definitely points to the right direction. If no safety signals pop up this would be a perfect drug to own in the metabolic space"  
[X Link](https://x.com/Oligo_bio/status/2008584294881796169)  2026-01-06T16:59Z [---] followers, [--] engagements


"Also $WVE would not be able to run MASH (and larger obesity) trials alone. It would be in better hands of big pharma companies. $WVE can commercialize their DMD drug alone but definitely not their INHBE drug. They must sell or partner at some point"  
[X Link](https://x.com/Oligo_bio/status/2008584296777634267)  2026-01-06T16:59Z [---] followers, [---] engagements


"Ignore bearish STAT news. Adam F got plenty of backlash from sellside after $WVE and did not respond to that. His ego prevents him doing that I suppose. May consider cancelling my STAT sub though Elaine (their obesity expert) had a more neutral analysis @statnews $WVE $ARWR"  
[X Link](https://x.com/Oligo_bio/status/2008584298652422394)  2026-01-06T16:59Z [---] followers, [---] engagements


"@statnews Also since when did biotech journalists bash *PHASE 1* statistical data It is a proof-of-concept and signal-finding study. Bash the company when the phase 2/3 are bad not with the phase [--] data. $ARWR $WVE @statnews"  
[X Link](https://x.com/anyuser/status/2008588909434073327)  2026-01-06T17:18Z [---] followers, [---] engagements


"@adamfeuerstein No monotherapy phase [--] studies. So pls stop with bashing the monotherapy data in a phase [--] proof of concept/signal finding study lol. $WVE $ARWR"  
[X Link](https://x.com/Oligo_bio/status/2008590092441698440)  2026-01-06T17:22Z [---] followers, [----] engagements


"@ErikOtto2 Validating a diagnostic test would be interesting. GLP-1 patients hit a plateau in weight loss what if it was due to Activin E upregulation Good hypothesis to study. We need the longer term combo data $ARWR $WVE"  
[X Link](https://x.com/Oligo_bio/status/2008590963921637652)  2026-01-06T17:26Z [---] followers, [---] engagements


"@statnews $ARWR stated that they might look at MASH endpoints too in the phase [--] during the Q&A $WVE"  
[X Link](https://x.com/anyuser/status/2008633318367986101)  2026-01-06T20:14Z [---] followers, [---] engagements


"This guy (who actively stalks and frustrates $VKTX trial participants for his own investments) shows again that he has no clue what he's talking about. A person only has around [---] kg of visceral fat (per KOL). Not sure what is deceiving here @bioinvestor24 $WVE $ARWR"  
[X Link](https://x.com/anyuser/status/2008635578074423396)  2026-01-06T20:23Z [---] followers, [----] engagements


"$VTYX prayers have worked 🙏 @Sanctuary_Bio That's not a thesis it's a prayer. @Sanctuary_Bio That's not a thesis it's a prayer"  
[X Link](https://x.com/anyuser/status/2008647759034020304)  2026-01-06T21:11Z [---] followers, [----] engagements


"@pemulisking 1) agree 2) From a biology POV it makes sense that the separation will start later on. INHBE does not induce weight loss by starvation but by remodeling metabolism - that takes time 3) it's noisy but $WVE data was in [--] pts - don't think we couldve expected much better $ARWR"  
[X Link](https://x.com/Oligo_bio/status/2008665586059170060)  2026-01-06T22:22Z [---] followers, [---] engagements


"@pemulisking @epickram Theyd be at 10-15mg at week [--] in SURMOUNT if I'm correct - cross trial comparison is worthless and inappropriate here Commercial opportunity seems clear to me - muscle preservation +(visceral) fat reduction without extra side effects. Regulatory is unclear yet indeed $WVE $ARWR"  
[X Link](https://x.com/Oligo_bio/status/2008666231105315185)  2026-01-06T22:25Z [---] followers, [---] engagements


"@Bigpharmalover @bioinvestor24 There's no selective framing. When the baseline visceral fat is only 1-1.5kg the absolute loss must be numerically small. Presenting % is actually easier to interpret and the correct way to present it. It literally is the global standard - $LLY and $NVO did it too"  
[X Link](https://x.com/Oligo_bio/status/2008697995362185647)  2026-01-07T00:31Z [---] followers, [---] engagements


"@bigpharmagod @bioinvestor24 Ah look another $VKTX cult member who is RFK jr's #1 fan 🤦"  
[X Link](https://x.com/Oligo_bio/status/2008861656030527525)  2026-01-07T11:21Z [---] followers, [---] engagements


"@doepke_michel SENTRY really is going to be all or nothing for $KPTI given the cash burn. It's my extremely high-risk gamble/#biopick2026 the bar is very high to hit the Abs-TSS endpoint. Some luck is needed. If the rux arm performs well it's going to be nearly impossible I think"  
[X Link](https://x.com/Oligo_bio/status/2008950497277841447)  2026-01-07T17:14Z [---] followers, [---] engagements


"@RNAiAnalyst The lead asset was only to prove that the platform works no The MASH candidate sounds very exciting (but too early for now) - $PRQR probably knows that they would never be able to fund these trials so seems like they are tempting $LLY to fill the gap in genetic MASH patients"  
[X Link](https://x.com/Oligo_bio/status/2009361633156403337)  2026-01-08T20:28Z [---] followers, [---] engagements


"@RNAiAnalyst If they were planning to stay as a standalone company they'd only go for rare diseases I'd say. $PRQR $LLY"  
[X Link](https://x.com/Oligo_bio/status/2009362345756438748)  2026-01-08T20:31Z [---] followers, [---] engagements


"@AppieAnanas @RNAiAnalyst Yep and it feels like choosing the MASH drug was a strategic decision. MASH trials are incredibly expensive no way that $PRQR could develop this drug themselves"  
[X Link](https://x.com/Oligo_bio/status/2009367583758119167)  2026-01-08T20:52Z [---] followers, [---] engagements


"Some great points made by @SnackBioTech followed by a 100% AI-generated/assisted response by @GeneInvesting. Why are people following him again $NTLA"  
[X Link](https://x.com/anyuser/status/2009712372823535944)  2026-01-09T19:42Z [---] followers, [----] engagements


"$ABVX not sure if anyone mentioned this. in the latest 6K it states the following (see image) CEO gets paid an extra 100mil (estimate) if company gets bought out excluding the shares that he owns if it happens before a certain date (not sure when - end 2026/ begin 2027)"  
[X Link](https://x.com/anyuser/status/2010833593380094292)  2026-01-12T21:57Z [---] followers, 29.9K engagements


"This would represent an extra payout of almost a billion $ for the employees upon a near-term buyout. Don't think I've seen these numbers before. Stating the obvious but I think we all know what will happen in [----] $ABVX"  
[X Link](https://x.com/Oligo_bio/status/2010835373060952164)  2026-01-12T22:04Z [---] followers, [----] engagements


"note: it's normal to have big pay days for M&A but creating these massive numbers of shares with no other purpose than payout upon a short-term sale sounds extremely aggressive (correct me if I'm wrong) $ABVX"  
[X Link](https://x.com/anyuser/status/2010837867153465764)  2026-01-12T22:14Z [---] followers, [----] engagements


"To put into context. CEO of Seagen ($43 billion buyout) got paid 55-60 million $ upon buyout. CEO $ABVX will get 200+ million $ upon buyout of $15-16 billion Note that Marc became CEO in 2023"  
[X Link](https://x.com/anyuser/status/2010839197624459359)  2026-01-12T22:19Z [---] followers, [----] engagements


"@Antifunbw Yes this would lead to dilution. It's not an insignificant amount but still would be a $160/170 share price buyout. I think the impact is in the upper single digits in share price"  
[X Link](https://x.com/Oligo_bio/status/2010852606441066738)  2026-01-12T23:13Z [---] followers, [---] engagements


"@A_May_MD You're correct I had almost 88M fully diluted shares too. I just find this structure extremely aggressive and don't think I've seen a company being incentivized so much for a short term buyout (I might be wrong only did a check on a few other buyouts)"  
[X Link](https://x.com/Oligo_bio/status/2010862632585384439)  2026-01-12T23:53Z [---] followers, [----] engagements


"@A_May_MD That was indeed the main point of my post was surprised when I saw this first Also I got a starter position right when you posted your pitch and was supposed to have a look into the company that weekend. Turns out my starter position became one of my largest positions 🙏"  
[X Link](https://x.com/Oligo_bio/status/2010865289085460922)  2026-01-13T00:03Z [---] followers, [---] engagements


"@A_May_MD Great post again. I do want to add something regarding the TID dosing. I hope $TENX is implementing measures to ensure patient compliance is high. From my previous experience monitoring trials sometimes taking BID or even once a day is tricky for patients especially older ones"  
[X Link](https://x.com/Oligo_bio/status/2011562535359824337)  2026-01-14T22:14Z [---] followers, [---] engagements


"@charle77238 @lalettre_fr In M&A rumors some inaccuracies are expected. Not long ago the Wall Street Journal (also pretty credible usually) stated that $ABBV was in talks to buy $RVMD. Instead it was $MRK. Main point being that having some inaccuracies does not mean it's complete bullshit. $ABVX $LLY"  
[X Link](https://x.com/Oligo_bio/status/2011879415203156026)  2026-01-15T19:13Z [---] followers, [----] engagements


"@charle77238 @lalettre_fr Also I don't want to pump the $ABVX $LLY rumors. My main point was that I find it strange that @adamfeuerstein just flat out claims that it was a fake story planted for stock manipulation. He did not claim @laurenthomas planted the 'fake' $ABBV story did he @statnews"  
[X Link](https://x.com/Oligo_bio/status/2011881032451309784)  2026-01-15T19:19Z [---] followers, [---] engagements


"@Renee65145510 @Biohazard3737 Nah he's caving. Mark Rutte is the best person the NATO can have. He knows what he is doing we've had him as prime minister for 10+ years. He is 100x smarter than Trump"  
[X Link](https://x.com/Oligo_bio/status/2014064663487528962)  2026-01-21T19:56Z [---] followers, [---] engagements


"@zhaoweiasu @wz2013 I know. I am not disagreeing with the market necessarily as I said it's more than just KYMR is safer. I am disagreeing with your perception of the market perception. Hope you understand now 👍"  
[X Link](https://x.com/Oligo_bio/status/2014066009984975073)  2026-01-21T20:02Z [---] followers, [--] engagements


"@PCM_bio @NotGenentech We dont know what $RVMD was asking. Perhaps $MRK just didn't want to overpay. Merck has a decent pipeline besides the drugs you mentioned (tulisokibart enlicitide MK1045 etc). They should not make rushed M&A decisions"  
[X Link](https://x.com/Oligo_bio/status/2015777287266877826)  2026-01-26T13:22Z [---] followers, [---] engagements


"@RNAiAnalyst There's a catch with ALK7 inhibition though. Women of childbearing potential are excluded in this study (I presume) due to ALK7s role in prenatal development. Obese women under [--] is a massive market that would be excluded if this drug would reach the market $WVE $ARWR"  
[X Link](https://x.com/Oligo_bio/status/2011420214693417397)  2026-01-14T12:48Z [---] followers, [---] engagements


"@zhaoweiasu @wz2013 This is all theoretical. There were no increases in infections in the PTCL study - if it really was such as risk we would have seen it already with 24+ months of data "slowing intial adoption" due to immune concerns is not true at all. Didn't happen with Rinvoq $CRVS"  
[X Link](https://x.com/Oligo_bio/status/2013942924304679127)  2026-01-21T11:53Z [---] followers, [---] engagements


"@seedy19tron Appreciate the weekly again Very curious to hear about the $CRVS thesis. Only bear theses I can think of are the small N and the risks of lymphopenia and infections but those risks seem acceptable & mitigated by the PTCL data (and would at most lead to increased monitoring)"  
[X Link](https://x.com/Oligo_bio/status/2014989730169917789)  2026-01-24T09:12Z [---] followers, [----] engagements


"@seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA"  
[X Link](https://x.com/Oligo_bio/status/2015084003804447147)  2026-01-24T15:27Z [---] followers, [----] engagements


"I think there are several scenarios: - soquel's efficacy and safety stays superior OR it's disease modifying w/ lasting effect after discont- BID would be no issue commercially - soquel's efficacy wanes OR safety risks occur- prob downgraded to 2/3rd line/niche population $CRVS @HOThomasWPhelps @avidresearch On the miller comment look this isnt a short miller or any person its not a passion project short its a short based on a structural disconnect between valuation and reality You are conflating scientific respect with investment merit and thats okay. Happened to me too @HOThomasWPhelps"  
[X Link](https://x.com/anyuser/status/2015232969716244812)  2026-01-25T01:19Z [---] followers, [----] engagements


"I'm still betting on the first scenario but the latter (not unthinkable) would be a valid short as it's still very early. BID would then be commercially very challenging. Anyways a short at these levels could nonetheless definitely workout due to the extreme run-up. $CRVS"  
[X Link](https://x.com/anyuser/status/2015233412068446575)  2026-01-25T01:21Z [---] followers, [---] engagements


"@BiotechCH @biotech1 @SamFazeli8 @BrianSkorney @YaronWerber @IAmBiotech @MatteisPaul @TimOpler @ColonGraceE @daphnezohar @JMaraganore @bradloncar @mpreminger @t_lorriman @LifeSciVC Would love a deep dive into targeting INHBE. I think someone mentioned it briefly at the end of one of the earlier episodes to discuss it further in a future episode"  
[X Link](https://x.com/Oligo_bio/status/2017305146175217873)  2026-01-30T18:33Z [---] followers, [--] engagements


"@zhaoweiasu Your analysis is based on the fact that STAT6 degrader is safer than ITKi (hypoth. maybe not true based on clinical data) and that docs would rather prescribe the safer option Disagree-docs prefer superior effic+good safety. ITKi=potent. disease modifying. STAT6 is not $CRVS"  
[X Link](https://x.com/Oligo_bio/status/2013936848045748633)  2026-01-21T11:28Z [---] followers, [---] engagements


"@zhaoweiasu If you have a drug with Dupixent-like safety and JAKi-like efficacy that will 100% become the earlier line of therapy. Not STAT6 which is inferior with efficacy. Caveat only if ITKi data will hold up of course. But KYMR is definitely overvalued now. $CRVS $KYMR"  
[X Link](https://x.com/Oligo_bio/status/2013937582946628002)  2026-01-21T11:31Z [---] followers, [---] engagements


"@zhaoweiasu Also your assessment is based on STAT6 degradation being safer which hypothetically makes sense but there's very limited clinical data. Clinical data is always king. Currently ITKi STAT6 safety based on the data $CRVS $KYMR"  
[X Link](https://x.com/Oligo_bio/status/2013941893311127620)  2026-01-21T11:48Z [---] followers, [---] engagements


"@zhaoweiasu Is that your response $CRVS has all the upside $KYMR is priced for perfection. Luckily we see these set-ups all the time in biotech. It's all about hype and sentiment - CRVS was a hated stock and protein degraders were the hype"  
[X Link](https://x.com/Oligo_bio/status/2014020945736769799)  2026-01-21T17:03Z [---] followers, [---] engagements


"@zhaoweiasu @wz2013 Yes you're correct PTCL patients are immunocompromised and MORE vulnerable to infections. That's a positive for $CRVS not a negative. It's a bit hypocritical to claim $CRVS needs more safety data while $KYMR only has phase [--] data - even *less* and *no* long-term safety data"  
[X Link](https://x.com/Oligo_bio/status/2014022337394274500)  2026-01-21T17:08Z [---] followers, [---] engagements


"@zhaoweiasu @wz2013 Also I'm not claiming $CRVS will become the next Dupixent (too early). I just don't really understand why you're defending $KYMR so much while you're much more sceptical of $CRVS. Apply your logic to all stocks regardless of your positions"  
[X Link](https://x.com/Oligo_bio/status/2014036400757170621)  2026-01-21T18:04Z [---] followers, [---] engagements


"@zhaoweiasu @wz2013 Clinical data is always king. let's wait until both $KYMR and $CRVS have enough clinical data before assuming $KYMR is safer. Currently $CRVS has the upper hand with the safety data"  
[X Link](https://x.com/Oligo_bio/status/2014040225006170371)  2026-01-21T18:19Z [---] followers, [--] engagements


"@zhaoweiasu @wz2013 Didn't seem like it. You're quite obviously $KYMR biased with their very limited data. But that's okay As I said earlier (the point you keep ignoring and not using to assign POS) you cannot extrapolate mAb data to small molecule degraders. They have their own risks. $CRVS"  
[X Link](https://x.com/Oligo_bio/status/2014053122222555630)  2026-01-21T19:10Z [---] followers, [---] engagements


"@zhaoweiasu @wz2013 "I think $CRVS can do quite well but pending on phase 3/4 data." Yes just like $KYMR - they are also pending more data before concluding KYMR is safer than CRVS ;) you're cherry-picking the KYMR safety theory imo. But let's just conclude this discussion that we need more data"  
[X Link](https://x.com/Oligo_bio/status/2014056953006182518)  2026-01-21T19:26Z [---] followers, [---] engagements


"@great_gambler1 @zhaoweiasu Yeah overly sceptical of $crvs while not being sceptical at all about $kymr the classic mistake many biotech investors make when they're invested. Another mistake they often make is investing based on scientific hypotheses instead of hard clinical data"  
[X Link](https://x.com/Oligo_bio/status/2014107415789101359)  2026-01-21T22:46Z [---] followers, [---] engagements


"@zhaoweiasu @great_gambler1 Yes maybe. Or maybe not as protein degraders can also lead to toxicities. You're overly focusing on the mechanism but toxicities are often caused by off-target effects which is a huge unknown. Stating it's safer than ITKi which has much more data is simplistic and wrong"  
[X Link](https://x.com/Oligo_bio/status/2014109628703891712)  2026-01-21T22:55Z [---] followers, [--] engagements


"@zhaoweiasu @great_gambler1 Another comment you didnt respond to was that ITKi is poten. disease modifying. Ur statement about $KYMR having earlier line take-up while ITKi looks like it has much better efficacy is a very weird conclusion you drew there. Simply stating that your post was. interesting $CRVS"  
[X Link](https://x.com/Oligo_bio/status/2014110638469996925)  2026-01-21T22:59Z [---] followers, [---] engagements


"@adamfeuerstein Well that's a bit of a hyperbole isnt it Let's wait out the WVE-006 data before saying the program is dead (assuming that's what you mean with grade [--] SAE). GSK continuing the collab with $WVE suggests it may just be a portfolio decision. Is $WVE your new $NWBO $SRPT $SAVA"  
[X Link](https://x.com/Oligo_bio/status/2018306839151009947)  2026-02-02T12:53Z [---] followers, [----] engagements


"@RNAiAnalyst @zhaoweiasu Disagree with $beam permabull @zhaoweiasu. Saturation at 200mg is a bold assumption imo. Basic PK/PD suggests higher doses would raise the 'troughs' in M-AAT levels and also even the peaks (more drug in liver = more editing of new mRNA even if editing efficiency saturates) $WVE"  
[X Link](https://x.com/Oligo_bio/status/2018739325471486091)  2026-02-03T17:32Z [---] followers, [---] engagements


"Very contrarian view but slowly started building a speculative position in $DNA. Early days but like the pivot from their broken business model to autonomous labs (thermofisher-like business model). Why would the gov award a 47M contract if the co was going bankrupt #Biosecure We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could"  
[X Link](https://x.com/anyuser/status/2019539643859894454)  2026-02-05T22:32Z [---] followers, [----] engagements


"@xbearishbullx 30B IPO is a bit of a stretch but agree that it was too early. The good thing is that they raised lots of cash due to that IPO and therefore could buy companies like Zymergen for their autonomous labs. Still think it's a risky bet. Want to see more contracts coming Q's. $DNA"  
[X Link](https://x.com/Oligo_bio/status/2019650888478908572)  2026-02-06T05:54Z [---] followers, [---] engagements


"@BiotechCH @soowannaway @cngarabedian @EricSchmidt151 @YaronWerber @TimOpler @TheDawnBell @t_lorriman @MatteisPaul @LifeSciVC @daphnezohar @ColonGraceE @bradloncar @SamFazeli8 Great listen like always. A more nuanced and realistic take vs @adamfeuerstein's "Grade [--] SAE" take regarding WVE-006 $WVE"  
[X Link](https://x.com/Oligo_bio/status/2019839993766707619)  2026-02-06T18:25Z [---] followers, [---] engagements


"@pick1998_2 @fireworkstrades Isn't $PMVP dead money for now Doesn't look very safe to me because of that"  
[X Link](https://x.com/Oligo_bio/status/1993794423440986333)  2025-11-26T21:30Z [---] followers, [---] engagements


"@jrkelly Just saw Nvidia is collaborating with Thermo Fisher for building autonomous labs. Interested to hear your view on this and the impact on $DNA"  
[X Link](https://x.com/Oligo_bio/status/2010868943108653540)  2026-01-13T00:18Z [---] followers, [---] engagements


"I'm not saying the stories are 100% credible but (as a journalist) claiming @lalettre_fr's journalists publish fake stories for manipulation is . a very bold move. Getting conspiracy theory vibes here - not what journalists should get into Time will tell $ABVX $LLY $OCUL $SNY @AndyBradley93 So planting fake stories to manipulate stock prices and profit is. ok @AndyBradley93 So planting fake stories to manipulate stock prices and profit is. ok"  
[X Link](https://x.com/anyuser/status/2011872541757809053)  2026-01-15T18:46Z [---] followers, [----] engagements


"@RNAiAnalyst It's pretty similar to oral Wegovy and that seems no issue given the massive numbers now. Think enlicitide will sell very well especially when patients see their LDL-C drop by 50+% $mrk $nvo"  
[X Link](https://x.com/Oligo_bio/status/2019834927471022274)  2026-02-06T18:05Z [---] followers, [--] engagements


"@M_Zot_ike @Doctor_Salomon @RepLuna You too 😊"  
[X Link](https://x.com/Oligo_bio/status/2020240213541601704)  2026-02-07T20:56Z [---] followers, [--] engagements


"@Oligo_bio @US_FDA You deserve to get your whole family raped and your face ripped off by a pit bull"  
[X Link](https://x.com/anyuser/status/2019902232129384796)  2026-02-06T22:33Z [---] followers, [----] engagements


"Buy when people are fearful $HIMS"  
[X Link](https://x.com/anyuser/status/2019494824483688955)  2026-02-05T19:34Z [---] followers, [---] engagements


"Going to lmao when $HIMS goes -10% premarket to +20% cob"  
[X Link](https://x.com/anyuser/status/2019731107147817251)  2026-02-06T11:13Z [---] followers, [---] engagements


"Very contrarian view but slowly started building a speculative position in $DNA. Early days but like the pivot from their broken business model to autonomous labs (thermofisher-like business model). Why would the gov award a 47M contract if the co was going bankrupt #Biosecure We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could"  
[X Link](https://x.com/anyuser/status/2019539643859894454)  2026-02-05T22:32Z [---] followers, [----] engagements


"We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%"  
[X Link](https://x.com/anyuser/status/2019488071134347605)  2026-02-05T19:07Z 4.6M followers, 3M engagements


"$WVE not sure how the market will react probably bearish short term. GSK walking away seems like a portfolio decision though not based on data/tech (as they continue the collab). Long term very bullish if AATD works out and gets accelerated approval"  
[X Link](https://x.com/anyuser/status/2018305394293010934)  2026-02-02T12:47Z [---] followers, [---] engagements


"I think there are several scenarios: - soquel's efficacy and safety stays superior OR it's disease modifying w/ lasting effect after discont- BID would be no issue commercially - soquel's efficacy wanes OR safety risks occur- prob downgraded to 2/3rd line/niche population $CRVS @HOThomasWPhelps @avidresearch On the miller comment look this isnt a short miller or any person its not a passion project short its a short based on a structural disconnect between valuation and reality You are conflating scientific respect with investment merit and thats okay. Happened to me too @HOThomasWPhelps"  
[X Link](https://x.com/anyuser/status/2015232969716244812)  2026-01-25T01:19Z [---] followers, [----] engagements


"On the miller comment look this isnt a short miller or any person its not a passion project short its a short based on a structural disconnect between valuation and reality You are conflating scientific respect with investment merit and thats okay. Happened to me too with some of my names. If $crvs were trading at a $400m mc I would agree with you its a fascinating experiment. But at $3B FD the market is not pricing a discovery process it is pricing certainty. It is pricing a de risked blockbuster commercial launch here. You yourself admit Ph [--] is to find the optimal dose and learn about the"  
[X Link](https://x.com/anyuser/status/2015215940841906570)  2026-01-25T00:11Z 14.2K followers, [----] engagements


"I'm still betting on the first scenario but the latter (not unthinkable) would be a valid short as it's still very early. BID would then be commercially very challenging. Anyways a short at these levels could nonetheless definitely workout due to the extreme run-up. $CRVS"  
[X Link](https://x.com/anyuser/status/2015233412068446575)  2026-01-25T01:21Z [---] followers, [---] engagements


"I'm not saying the stories are 100% credible but (as a journalist) claiming @lalettre_fr's journalists publish fake stories for manipulation is . a very bold move. Getting conspiracy theory vibes here - not what journalists should get into Time will tell $ABVX $LLY $OCUL $SNY @AndyBradley93 So planting fake stories to manipulate stock prices and profit is. ok @AndyBradley93 So planting fake stories to manipulate stock prices and profit is. ok"  
[X Link](https://x.com/anyuser/status/2011872541757809053)  2026-01-15T18:46Z [---] followers, [----] engagements


"@AndyBradley93 So planting fake stories to manipulate stock prices and profit is. ok"  
[X Link](https://x.com/anyuser/status/2011793623944462703)  2026-01-15T13:32Z 123.9K followers, [----] engagements


"$ABVX not sure if anyone mentioned this. in the latest 6K it states the following (see image) CEO gets paid an extra 100mil (estimate) if company gets bought out excluding the shares that he owns if it happens before a certain date (not sure when - end 2026/ begin 2027)"  
[X Link](https://x.com/anyuser/status/2010833593380094292)  2026-01-12T21:57Z [---] followers, 29.9K engagements


"note: it's normal to have big pay days for M&A but creating these massive numbers of shares with no other purpose than payout upon a short-term sale sounds extremely aggressive (correct me if I'm wrong) $ABVX"  
[X Link](https://x.com/anyuser/status/2010837867153465764)  2026-01-12T22:14Z [---] followers, [----] engagements


"To put into context. CEO of Seagen ($43 billion buyout) got paid 55-60 million $ upon buyout. CEO $ABVX will get 200+ million $ upon buyout of $15-16 billion Note that Marc became CEO in 2023"  
[X Link](https://x.com/anyuser/status/2010839197624459359)  2026-01-12T22:19Z [---] followers, [----] engagements


"Some great points made by @SnackBioTech followed by a 100% AI-generated/assisted response by @GeneInvesting. Why are people following him again $NTLA"  
[X Link](https://x.com/anyuser/status/2009712372823535944)  2026-01-09T19:42Z [---] followers, [----] engagements


"$VTYX prayers have worked 🙏 @Sanctuary_Bio That's not a thesis it's a prayer. @Sanctuary_Bio That's not a thesis it's a prayer"  
[X Link](https://x.com/anyuser/status/2008647759034020304)  2026-01-06T21:11Z [---] followers, [----] engagements


"@Sanctuary_Bio That's not a thesis it's a prayer"  
[X Link](https://x.com/anyuser/status/1981343611104202769)  2025-10-23T12:55Z 123.9K followers, [----] engagements


"$VTYX 👀 $VTYX double this morning. Count me as maximally skeptical. This is nothing more than classic bubble-market thesis creep. Obesity fail who cares let's just pivot the plot to CV risk reduction The $200-300M market cap biotech bucket has been a sweet spot for investors but $VTYX double this morning. Count me as maximally skeptical. This is nothing more than classic bubble-market thesis creep. Obesity fail who cares let's just pivot the plot to CV risk reduction The $200-300M market cap biotech bucket has been a sweet spot for investors but"  
[X Link](https://x.com/anyuser/status/2008647577450016957)  2026-01-06T21:11Z [---] followers, [---] engagements


"$VTYX double this morning. Count me as maximally skeptical. This is nothing more than classic bubble-market thesis creep. Obesity fail who cares let's just pivot the plot to CV risk reduction The $200-300M market cap biotech bucket has been a sweet spot for investors but also some really eye-rolling claims"  
[X Link](https://x.com/anyuser/status/1981332018752323683)  2025-10-23T12:08Z 123.9K followers, 60.4K engagements


"This guy (who actively stalks and frustrates $VKTX trial participants for his own investments) shows again that he has no clue what he's talking about. A person only has around [---] kg of visceral fat (per KOL). Not sure what is deceiving here @bioinvestor24 $WVE $ARWR"  
[X Link](https://x.com/anyuser/status/2008635578074423396)  2026-01-06T20:23Z [---] followers, [----] engagements


"$ARWR data just showed a hidden value of INHBE inhibition - as a potential therapy to prevent MASH. Reducing liver fat by 77% is massive and likely kills the 'lipotoxicity' bear thesis (clears the liver fat). $WVE"  
[X Link](https://x.com/anyuser/status/2008584290909728952)  2026-01-06T16:59Z [---] followers, [---] engagements


"@statnews Also since when did biotech journalists bash *PHASE 1* statistical data It is a proof-of-concept and signal-finding study. Bash the company when the phase 2/3 are bad not with the phase [--] data. $ARWR $WVE @statnews"  
[X Link](https://x.com/anyuser/status/2008588909434073327)  2026-01-06T17:18Z [---] followers, [---] engagements


"@statnews $ARWR stated that they might look at MASH endpoints too in the phase [--] during the Q&A $WVE"  
[X Link](https://x.com/anyuser/status/2008633318367986101)  2026-01-06T20:14Z [---] followers, [---] engagements

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