# ![@Ssunten_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1477572749648621571.png) @Ssunten_ Ssunten

Ssunten posts on X about $mist, $xbi, $qure, $bhvn the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1477572749648621571/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477572749648621571/c:line/m:interactions.svg)

- [--] Week [---] -70%
- [--] Month [-----] -73%
- [--] Months [-------] +2,453%
- [--] Year [-------] +6,676%

### Mentions: [--] [#](/creator/twitter::1477572749648621571/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477572749648621571/c:line/m:posts_active.svg)

- [--] Month [--] -60%
- [--] Months [--] +406%
- [--] Year [--] +1,800%

### Followers: [------] [#](/creator/twitter::1477572749648621571/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477572749648621571/c:line/m:followers.svg)

- [--] Week [---] -0.14%
- [--] Month [---] +1.70%
- [--] Months [---] +590%
- [--] Year [---] +3,811%

### CreatorRank: undefined [#](/creator/twitter::1477572749648621571/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477572749648621571/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$mist](/topic/$mist) #7, [$xbi](/topic/$xbi) #45, [$qure](/topic/$qure), [$bhvn](/topic/$bhvn), [$svra](/topic/$svra), [$agio](/topic/$agio), [sap](/topic/sap), [the most](/topic/the-most), [update](/topic/update), [china](/topic/china)

**Top accounts mentioned or mentioned by**
[@biotechscanner](/creator/undefined) [@desertdweller93](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@lauraloomer](/creator/undefined) [@vprasadmdmph](/creator/undefined) [@drmakaryfda](/creator/undefined) [@usfda](/creator/undefined) [@biospace](/creator/undefined) [@aintnothing1234](/creator/undefined) [@fda](/creator/undefined) [@baggers4beggers](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@seckennedy](/creator/undefined) [@tallnfat](/creator/undefined) [@faileddrugs](/creator/undefined) [@lm1agl1zj3xolfm](/creator/undefined) [@tanner5m](/creator/undefined) [@taylordeng87](/creator/undefined) [@charle77238](/creator/undefined) [@dariocpx](/creator/undefined)

**Top assets mentioned**
[Mist (MIST)](/topic/$mist) [uniQure N.V. (QURE)](/topic/$qure) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Immuneering Corporation (IMRX)](/topic/$imrx) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Novartis AG (NVS)](/topic/novartis) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Synthetify (SNY)](/topic/$sny) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Oklo Inc. (OKLO)](/topic/$oklo) [IonQ, Inc. (IONQ)](/topic/$ionq) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BIOTECHSCANNER Is there a way to find out in real time what SITC announcements are coming out today"  
[X Link](https://x.com/Ssunten_/status/1855225837227794624)  2024-11-09T12:28Z [--] followers, [---] engagements


"@BIOTECHSCANNER I understood everything about the abstract. However in addition to the abstract there may be content that the company would like to present orally. So I'm asking if there is a way to share information about the content. $iova"  
[X Link](https://x.com/Ssunten_/status/1855240829989974160)  2024-11-09T13:27Z [--] followers, [---] engagements


"@BIOTECHSCANNER If so is there a link where I can view the SITC conference content in real time Or can I attend the conference and share the content $iova"  
[X Link](https://x.com/Ssunten_/status/1855250411948802359)  2024-11-09T14:05Z [--] followers, [---] engagements


"$iova Iovance is currently being bombed by short sellers. I find this situation very unfortunate but I think the logic of the short sellers is not wrong. Iovance has very promising technology and manpower in the long term. However the current situation is a very unfavorable macro environment for the biotech sector. 1) 10-year long-term interest rates are soaring and this could rise further depending on the results of the PPI and CPI that will be announced next week. 2) The decline in interest rates in [----] could be reduced due to rising inflation. Therefore based on the above the short"  
[X Link](https://x.com/Ssunten_/status/1878604555757494588)  2025-01-13T00:46Z [--] followers, [----] engagements


"15/38 [--] Hes skeptical of Accelerated Approval & external-control trials and hyper-focused on safetyhe freaks if an unexpected SAE pops up"  
[X Link](https://x.com/Ssunten_/status/1920018981622096063)  2025-05-07T07:32Z [--] followers, [--] engagements


"16/38 [--] His credo: Im not RFK levels of skeptic but we need a sharper Phase [--] radar to catch safety signals across all meds"  
[X Link](https://x.com/Ssunten_/status/1920019040052912572)  2025-05-07T07:33Z [--] followers, [--] engagements


"@DesertDweller93 I think the FDA minutes are likely to be released this week. I think management scheduled the earnings call meeting last week thinking they would receive them but it didn't go as planned"  
[X Link](https://x.com/Ssunten_/status/1922094321387339927)  2025-05-13T00:59Z [--] followers, [---] engagements


"$QURE 1/27 AMT-130 vs. FDAs new Commissioners National Priority Voucher (CNPV) & Make American Biotech Accelerate (MABA). Lets examine how uniQures Huntingtons gene therapy alignsscientifically & policy-wisewith these [----] initiatives"  
[X Link](https://x.com/Ssunten_/status/1936946100788965657)  2025-06-23T00:35Z [--] followers, [---] engagements


""3/27 Timeline: Interim read-out July 2024; as of Mar [----] 3rd cohort complete. BLA filing targeted late 2025early [----] with accelerated approval pathway in view.""  
[X Link](https://x.com/Ssunten_/status/1936946277788598641)  2025-06-23T00:35Z [--] followers, [---] engagements


""4/27 Safety so far: Well-tolerated at both doses; no new serious AAV-related AEs. Transient immunosuppression-linked events (mania infection fever) resolved with SOC care.""  
[X Link](https://x.com/Ssunten_/status/1936946334118162439)  2025-06-23T00:36Z [--] followers, [---] engagements


"@DesertDweller93 @aintnothing1234 Closing all job postings is generally a sign that a buyout may be imminent. If a buyout happens at the current price it would be a fire sale. I really hope its not because of a BO. At the very least they should wait until the September data readout before making any moves"  
[X Link](https://x.com/Ssunten_/status/1936987553321914423)  2025-06-23T03:19Z [--] followers, [---] engagements


""8/12 Catalysts in next [--] d: 36-mo AMT-130 data (Sept) First CNPV voucher awards (Sept) BLA filing late [--] Buyers love to strike *just* before inflection points.""  
[X Link](https://x.com/Ssunten_/status/1936990548101075403)  2025-06-23T03:31Z [--] followers, [---] engagements


"9/12 Pharma shopping list: Roche Novartis BMS lack CNS gene-therapy. AMT-130 offers 1-and-done HD treatment + US manufacturing (Genezen)a tidy strategic fit"  
[X Link](https://x.com/Ssunten_/status/1936990587515019488)  2025-06-23T03:31Z [--] followers, [---] engagements


"12/12 TL;DRSudden career-page blackout recent layoffs & plant sale new BD exec and looming data/voucher catalysts scream deal prep. uniQure may be setting the table for a take-out. Stay tuned. $QURE"  
[X Link](https://x.com/Ssunten_/status/1936990712106775002)  2025-06-23T03:32Z [--] followers, [---] engagements


"$QURE 1/6 QURE keeps sliding despite no company-specific bad news. Main drag: spill-over from SRPT & CAPR drama that has crushed the whole AAV gene-therapy basket"  
[X Link](https://x.com/Ssunten_/status/1937338578717278700)  2025-06-24T02:34Z [--] followers, [---] engagements


""2/6 All three topped [--] Jun. [--] Jun SRPT reported AAV-IV liver-tox death; shares [--] % on [--] Jun taking QURE with it. [--] Jun CAPR [--] % after FDA scrapped Deramicocel AdCom delaying approval and QURE sank in sympathy.""  
[X Link](https://x.com/Ssunten_/status/1937338640470016460)  2025-06-24T02:35Z [--] followers, [---] engagements


""3/6 Key point: SRPTs risk = systemic AAV via IV. CAPRs risk = missed P2 primary endpoint + FDA delay. QURE uses localized CNS delivery and already aligned its BLA in a Type-B meetingtotally different risk profile.""  
[X Link](https://x.com/Ssunten_/status/1937338680710173073)  2025-06-24T02:35Z [--] followers, [---] engagements


"$Qure 36-month data prediction 1/6 Step 1) Digitized the companys 24-month charts for the four components (TFC TMS SWRT SDMT) and converted them into numeric series"  
[X Link](https://x.com/Ssunten_/status/1955540051678597295)  2025-08-13T08:00Z [---] followers, [----] engagements


"5/6 Resulting 36M projection (composite cUHDRS): External control: [----] High dose: [----] Implied slowing vs. control 63% ( (1.83 0.68) / [----] [----] )"  
[X Link](https://x.com/Ssunten_/status/1955540628688998858)  2025-08-13T08:03Z [---] followers, [---] engagements


"the crown jewel of biotech this year Just $Qure $Qure 36-month data prediction 1/6 Step 1) Digitized the companys 24-month charts for the four components (TFC TMS SWRT SDMT) and converted them into numeric series. https://t.co/FcM69PO9Jw $Qure 36-month data prediction 1/6 Step 1) Digitized the companys 24-month charts for the four components (TFC TMS SWRT SDMT) and converted them into numeric series. https://t.co/FcM69PO9Jw"  
[X Link](https://x.com/Ssunten_/status/1961144016545755489)  2025-08-28T19:09Z [---] followers, [----] engagements


"$Qure Its finally the month when uniQures data will be released. Why the AMT-130 data setup favors QURE [--]. First check out my previous post [--]. In that post I argued that even in a worst-case scenario the data would likely show around 60% slowing"  
[X Link](https://x.com/Ssunten_/status/1962663453543526785)  2025-09-01T23:46Z [---] followers, [----] engagements


"$Qure All of the following refers to the high-dose cohort. [--] additional patients (cUHDRS) 1.I saw a post on X arguing that the seven patients added to the 24-month analysis had a low average and therefore the 36-month readout will likely be negative"  
[X Link](https://x.com/Ssunten_/status/1968124183822622907)  2025-09-17T01:25Z [---] followers, [----] engagements


"13. Motor function such as TMS cannot be learned through repetition [--]. Choreathe hallmark motor symptom of HDmakes TMS measurement challenging but clinically meaningful [--]. In uniQures 24-month data look at TMS: in the high-dose group the slowing versus control is strong"  
[X Link](https://x.com/Ssunten_/status/1968125777096085691)  2025-09-17T01:32Z [---] followers, [---] engagements


"Inference about the [--] patients to be added at [--] months [--]. 24-month data cut-off: 2024-03-31. [--]. 36-month data cut-off: 2025-06-30"  
[X Link](https://x.com/Ssunten_/status/1968126055308492963)  2025-09-17T01:33Z [---] followers, [---] engagements


"4. rNPV assumptions: as set in the attached table (conservative). [--]. 10-year rNPV result: implied fair market cap $14B or $256 per share at todays share count. [--]. Conclusion: $QURE looks very cheap. Dont fear yesterdays movedo the math"  
[X Link](https://x.com/Ssunten_/status/1971119638022062285)  2025-09-25T07:48Z [---] followers, [----] engagements


"$Qure If you know how to value QURE a day like todaywhen the stock is downoffers a prime buying opportunity. Buy when there is fear may be a clich but few investors actually act on it. Those few are the ones who succeed"  
[X Link](https://x.com/Ssunten_/status/1973410975807340708)  2025-10-01T15:33Z [---] followers, [----] engagements


"@DesertDweller93 My entire position is in QURE common stock. I have no plans to sell before a buyout. If you can do the valuation its a very simple intuitive trade"  
[X Link](https://x.com/Ssunten_/status/1973415470733906027)  2025-10-01T15:51Z [---] followers, [---] engagements


"$QURE I visited uniqures headquarters today. Id hoped for a tour of the facility but I didnt hear back from IR so I ended up just lingering in the lobby. Even so I hope the successful launch of AMT-130 will bring hope to people living with Huntingtons disease"  
[X Link](https://x.com/Ssunten_/status/1976292992580194543)  2025-10-09T14:25Z [---] followers, 15.4K engagements


"13. If this system takes hold and shortens time-to-market thats bullish for the entire biotech sector (average approvalcommercialization time comes down)"  
[X Link](https://x.com/Ssunten_/status/1979061568210919764)  2025-10-17T05:47Z [---] followers, [---] engagements


"$Xbi $Mist $Agio It looks increasingly clear that the FDA is in a state of serious internal turmoil. As investors we should avoid CBER for the time being and steer clear of drugs whose clinical validation is even slightly in doubt. In that sense drugs that are already clinically derisked but delayed purely by manufacturing/CMC issues can serve as a good refuge in the current political chaos at the FDA. $MIST fits that profile and todays biotech tape also seems to be reflecting this uncertainty in prices. Hopefully this turmoil resolves soon and the FDAs stance on drug approvals becomes"  
[X Link](https://x.com/Ssunten_/status/1995905827564376401)  2025-12-02T17:20Z [---] followers, [----] engagements


"$Xbi $Agio Shares outstanding: [--------] Market cap: $1.6B Cash: $1.3B EV: $0.32B Pipeline (3 assets): [--]. PKD approved PS: $200300M [--]. Thal PDUFA 12/7 PS: $300600M [--]. SCD Ph3 failed basically a write-off PS: $0 (conservative) Assumptions: [--]. At PDUFA approval EV rerates to 1x PS. [--]. PKD is already approved and generating revenue. [--]. Thal is assumed to be approved (clinical data are solid). [--]. Valuation: PKD at 1.5x PS Thal at 1.0x PS base case: $375M + $450M = $825M EV. [--]. $825M EV implies a fair value of $36.5/share. [--]. Upside from here: 31%."  
[X Link](https://x.com/Ssunten_/status/1995906587391857136)  2025-12-02T17:23Z [---] followers, [----] engagements


"$imrx PDAC MEK OS&PFS probability"  
[X Link](https://x.com/anyuser/status/2008410253491351927)  2026-01-06T05:28Z [---] followers, [----] engagements


"Milestones Cardamyst commercialization website is now live. Congrats $MIST https://www.cardamyst.com/ https://www.cardamyst.com/"  
[X Link](https://x.com/Ssunten_/status/2001484221676949741)  2025-12-18T02:46Z [---] followers, [----] engagements


"$Xbi $Mist Anyway since weve already decided to go through with this and I was looking for potential positive catalysts in the first half of next year I remembered the China royalty deal and looked it up again. MIST sold the Greater China commercialization rights for Cardamyst to a company called Corxel (formerly known as Jixsing). They filed the China NDA in January [----] and it looks like the typical review timeline is around [----] months. So if were holding MIST at least through the first half of next year that means we should get the outcome before May next year yes. If it gets approved"  
[X Link](https://x.com/anyuser/status/2001575107920330988)  2025-12-18T08:47Z [---] followers, [----] engagements


"$Xbi $Mist When will Milestones EV hit zero To estimate Milestones downside floor lets look at Milestones EV (enterprise value). Im splitting this into two perspectives: (1) common shares only and (2) fully diluted shares. Here are the inputs: [--]. Share count - Common shares: [---------] - Series A: [--------] (exercise price $1.50) - Series B: [--------] (exercise price $1.875) - Options/PSU/RSU: [--------] - Fully diluted shares: [---------] [--]. Cash - 3Q cash: $82585000 - RTW payment receivable: $75000000 - Series A proceeds: $49000000 - Series B proceeds: $59000000 - Fully diluted cash: $265585000 3."  
[X Link](https://x.com/anyuser/status/2001811711565979826)  2025-12-19T00:27Z [---] followers, [----] engagements


"$qure $bhvn $xbi Looks like the hearing (link) will cover this issue. Ive put brief bios for the Chair and Ranking Member at the end of the thread. https://www.aging.senate.gov/press-releases/chairman-rick-scott-ranking-member-gillibrand-send-letter-to-fda-commissioner-ahead-of-aging-hearing-on-rare-disease-treatment-authorization https://www.aging.senate.gov/press-releases/chairman-rick-scott-ranking-member-gillibrand-send-letter-to-fda-commissioner-ahead-of-aging-hearing-on-rare-disease-treatment-authorization"  
[X Link](https://x.com/anyuser/status/1986241252489372060)  2025-11-06T01:16Z [---] followers, 12.9K engagements


"$mist https://investors.milestonepharma.com/news-releases/news-release-details/milestone-pharmaceuticals-announces-acceptance-marketing/ https://investors.milestonepharma.com/news-releases/news-release-details/milestone-pharmaceuticals-announces-acceptance-marketing/"  
[X Link](https://x.com/anyuser/status/2008528538195165548)  2026-01-06T13:18Z [---] followers, [----] engagements


"$MIST As previously disclosed on March27 [----] Milestone Pharmaceuticals Inc. (the Company) entered into a Purchase and Sale Agreement (as amended the Royalty Purchase Agreement) with RTW Royalty I DAC an affiliate of RTW Investments LP (RTW) pursuant to which funds managed by RTW agreed to purchase following U.S. Food and Drug Administration approval of etripamil (subject to certain conditions) in exchange for a purchase price of $75.0 million the right to receive tiered quarterly royalty payments (the royalty interest) on the annual net product sales of etripamil in the United States. On"  
[X Link](https://x.com/anyuser/status/2011038399080358303)  2026-01-13T11:31Z [---] followers, [----] engagements


"$Qure Lets estimate uniQures fair value. [--]. Prevalent patients (U.S.): [----] per [------] (see paper below). [--]. Stage [--] share: 65%. [--]. Striatal volume: 75% meet the Cohort-3 volume threshold; if Cohort [--] confirms safety in lower volumes the treatable pool expands"  
[X Link](https://x.com/Ssunten_/status/1971119342860501408)  2025-09-25T07:47Z [---] followers, 30K engagements


"14. And most of the programs in the first voucher round are right on the verge of commercialization. [--]. So why wasnt uniQure included Likely because they havent had their pre-BLA meeting yet"  
[X Link](https://x.com/Ssunten_/status/1979061654185758996)  2025-10-17T05:47Z [---] followers, [---] engagements


"Everyone thank you for your patience. The time for $XBI has finally come. @FDA please announce the 2nd round of CNPV soon. $QURE is ready to soar just like $SNY $REGN $RVMD $IRON and $ACHV. Qure is on track to become a blockbuster emerging company worth 610b within a year"  
[X Link](https://x.com/Ssunten_/status/1980424825878561141)  2025-10-21T00:04Z [---] followers, [----] engagements


"Im tired of trying to convince dumbasses. They spew nonsense about $Qure and push negative takes but they dont even have the conviction to short it. Meanwhile real investors are fully long. Hatersif youre so confident short it and show proof lol"  
[X Link](https://x.com/Ssunten_/status/1982831377742692462)  2025-10-27T15:26Z [---] followers, [----] engagements


"$QURE Nov [--] call: quick checklist [--]. CNPV submitted If not when [--]. Internal pricing view (US/EU) [--]. Patient pool & revenue outlook [--]. EU approval path & timeline [--]. Cohort [--] on track [--]. AMT-260: any early data/updates"  
[X Link](https://x.com/Ssunten_/status/1982962131265081687)  2025-10-28T00:06Z [---] followers, [----] engagements


"@baggers4beggers Because its cheap $QUREs rally is inevitable"  
[X Link](https://x.com/Ssunten_/status/1982967183388078420)  2025-10-28T00:26Z [---] followers, [---] engagements


"$Qure My read on the uniQureFDAPrasad situation [--]. Per STAT (citing Stifel analyst Paul Matteis) Prasad did not attend the recent pre-BLA meeting. [--]. I read that as an insurance move for a political endgame"  
[X Link](https://x.com/Ssunten_/status/1985516805230903300)  2025-11-04T01:17Z [---] followers, 13.2K engagements


"3. In the $srpt episode the backlash began about +2 days after the first issue and Prasad resigned [--] days later. [--]. All prior Type-B alignment came under Peter Marks (CBER head at the time) with Nicole Verdun (OTP lead for gene therapy)"  
[X Link](https://x.com/Ssunten_/status/1985517022650962096)  2025-11-04T01:18Z [---] followers, [----] engagements


"5. Prasad likely hated that setup and wanted to reverse it; the lenient gene-therapy precedents were $srpt and $repl. [--]. With Sarepta Prasad pushed a shipping/marketing halt in July then resigned [--] days later took [--] weeks off and came back"  
[X Link](https://x.com/Ssunten_/status/1985517221377081819)  2025-11-04T01:19Z [---] followers, [----] engagements


"7. $repl: FDA issued a CRL on the BLA they fixed it then ultimately got the BLA accepted. [--]. I think $qure CEO Matt saw the pre-BLA response and thought Theyre moving the goalposts so he went public early with the pre-BLA takeaways (before final minutes) to rally opinion"  
[X Link](https://x.com/Ssunten_/status/1985517617399152737)  2025-11-04T01:21Z [---] followers, [----] engagements


"$Qure Everyone remember this post Dear @LauraLoomer @VPrasadMDMPH continues to undermine the Trump administrations values at the FDA. Spread the word. https://loomered.com/2025/07/28/exclusive-trump-fda-official-vinay-prasad-once-said-he-stabbed-a-trump-voodoo-doll-to-curse-him/ https://loomered.com/2025/07/20/meet-vinay-prasad-the-progressive-leftist-saboteur-undermining-president-trumps-fda/ https://loomered.com/2025/07/28/exclusive-trump-fda-official-vinay-prasad-once-said-he-stabbed-a-trump-voodoo-doll-to-curse-him/"  
[X Link](https://x.com/Ssunten_/status/1985711609017446403)  2025-11-04T14:11Z [---] followers, [----] engagements


"$repl $qure $srpt $bhvn $capr $xbi @LauraLoomer @realDonaldTrump @SecKennedy @DrMakaryFDA Prasad is undermining the values of the Trump administration. Time to initiate an inverse Prasad portfolio $repl $qure $srpt $bhvn $capr Maybe not all of them but some would perform tremendously should he get fired again. Time to initiate an inverse Prasad portfolio $repl $qure $srpt $bhvn $capr Maybe not all of them but some would perform tremendously should he get fired again"  
[X Link](https://x.com/Ssunten_/status/1985967218623123805)  2025-11-05T07:07Z [---] followers, [----] engagements


"about $Qure & $Bhvn BHVN got a CRL today. Two core issuessame as QURE: reliance on an external control and a late-specified SAP. From FDAs perspective that makes the evidence prone to bias"  
[X Link](https://x.com/Ssunten_/status/1986049116837962030)  2025-11-05T12:33Z [---] followers, [----] engagements


"$BHVN did run a 48-week randomized placebo-controlled study. But the trial had a pre-specified open-label extension (OLE) so after [--] weeks the placebo arm ends and patients switch to drug for ethical/practical reasons"  
[X Link](https://x.com/Ssunten_/status/1986049158294519947)  2025-11-05T12:33Z [---] followers, [---] engagements


"The trial didnt fail; it just showed little separation at [--] weeks. With no long-term placebo left they used natural-history external controls with propensity matching (same playbook as $QURE) to argue for long-term benefitset in the SAP"  
[X Link](https://x.com/Ssunten_/status/1986049495298392351)  2025-11-05T12:34Z [---] followers, [---] engagements


"But for external controls the SAP must be pre-specified before trial start. Even if some analyses looked good FDA still issued a CRL. One difference vs $QURE: $BHVN 's is oral but its still a rare disease so long-term placebo isnt feasible"  
[X Link](https://x.com/Ssunten_/status/1986049557382443082)  2025-11-05T12:34Z [---] followers, [----] engagements


"From prior hearings: patient/family groups almost always participateoften as live witnessesand they typically submit written statements as well"  
[X Link](https://x.com/Ssunten_/status/1986241334878019861)  2025-11-06T01:16Z [---] followers, [---] engagements


"Reading the letter the focus is likely rare-disease approval pathways. Given whats hot right now $BHVN and $QURE will almost certainly be referenced. Im also hearing Huntington specialists are meeting with senators. https://www.hda.org.uk/news/new-developments-in-the-approval-process-for-amt-130-in-united-states/ https://www.hda.org.uk/news/new-developments-in-the-approval-process-for-amt-130-in-united-states/"  
[X Link](https://x.com/Ssunten_/status/1986241583763890443)  2025-11-06T01:17Z [---] followers, [----] engagements


"Schedule mechanics: the hearing calendar updates in real time and currently shows items through Nov [--]. Historically hearings follow a public letter in [--] weeks with notices posted [--] days beforehand"  
[X Link](https://x.com/Ssunten_/status/1986241672272093578)  2025-11-06T01:18Z [---] followers, [---] engagements


"Since the letter posted Nov [--] a hearing by late Novemberor early December at the latestseems reasonable. November could also bring the hearing pre-BLA meeting minutes and $QUREs earnings call. Busy month"  
[X Link](https://x.com/Ssunten_/status/1986241719223132208)  2025-11-06T01:18Z [---] followers, [---] engagements


"$Qure Im sharing a piece by Sarah Tabrizi the worlds leading authority on Huntingtons disease. Even so is the @US_FDA really going to keep invoking SAP timing to delay approval and let patients die @DrMakaryFDA @VPrasadMDMPH"  
[X Link](https://x.com/Ssunten_/status/1986341979928826359)  2025-11-06T07:56Z [---] followers, 26.2K engagements


"$Qure $Bhvn $Xbi Signals of congressional intervention carry clear implications. First: a bipartisan consensus on access to rare-disease therapies. Both parties are pressing the @US_FDA to use the flexibility youve been given to help patients"  
[X Link](https://x.com/Ssunten_/status/1986348936618254703)  2025-11-06T08:24Z [---] followers, [----] engagements


"For the FDA this reads as a call to temper excessive rigidity. Sen. Scotts letter and a hearing notice reflect concern that the agencys recent conservatismseen in the $bhvn & $Qure casesdelays access to care"  
[X Link](https://x.com/Ssunten_/status/1986349139819667613)  2025-11-06T08:25Z [---] followers, [---] engagements


"@adamfeuerstein You said you dont promote articlesso why promote again You didnt even interview Matt Kapusta. RBC and Cantor did and noted no data issuesonly an external-control SAP critique. Zero criticism of the clinical data. Stop the promotion. Embarrassing"  
[X Link](https://x.com/Ssunten_/status/1986449311404896764)  2025-11-06T15:03Z [---] followers, [---] engagements


"$qure $bhvn $srpt $xbi I read your article. You couldnt even interview Matt Kapusta yet you slapped on a sensational clickbait headline and filled it with baseless speculation. I get that youre selling articles to make a living but have some shame. This week's Biotech Scorecard newsletter: The FDA is a mess but don't blame it for everything I write about $QURE and $BHVN Re: Uniqure and its gene therapy for Huntington's disease the dissonance between the FDA's words and actions can be confusing. Approving AMT-130 This week's Biotech Scorecard newsletter: The FDA is a mess but don't blame it"  
[X Link](https://x.com/Ssunten_/status/1986450075447693468)  2025-11-06T15:06Z [---] followers, 13.5K engagements


"@tallnfat Agreed. But Im criticizing Adam for pretending to be neutral while writing a biased piece to promote his article. He couldnt even secure an interview with the CEO and instead brought in a professorwho receives funding from Roche and Wavefor a one-sided interview"  
[X Link](https://x.com/Ssunten_/status/1986454251074474419)  2025-11-06T15:22Z [---] followers, [---] engagements


"@adamfeuerstein The funny thing isnt that professorits you for seeking out someone like that just to oppose. And the reason you couldnt interview Matt is that youre not RBC or Cantor; you know better than anyone how you differ"  
[X Link](https://x.com/Ssunten_/status/1986461409761501697)  2025-11-06T15:51Z [---] followers, [----] engagements


"@adamfeuerstein Funniest part: the FDA didnt criticize the clinical data. They said the sham-control phase was hypothesis-generating and flagged the timing of the external-control SAP. Still think thats a data critique"  
[X Link](https://x.com/Ssunten_/status/1986463805338165375)  2025-11-06T16:00Z [---] followers, [---] engagements


"$mstr $oklo $ionq $svra Liquidity is flooding the market. Bitcoin nuclear power quantum biotechstory stocks lets go"  
[X Link](https://x.com/Ssunten_/status/1988638119424376873)  2025-11-12T16:00Z [---] followers, [---] engagements


"$Prax and $Svra are headed to CDER for approval. Welcome Dr. Pazdur. Dr. Richard Pazdur the man picked to run CDER (the part of FDA that approves almost all prescription drugs). Pazdur is now the most powerful drug regulator in the world. Thread on what he actually believes and what it means Big signal from the new FDA leadership: https://t.co/zFUc34uAxp Dr. Richard Pazdur the man picked to run CDER (the part of FDA that approves almost all prescription drugs). Pazdur is now the most powerful drug regulator in the world. Thread on what he actually believes and what it means Big signal from"  
[X Link](https://x.com/Ssunten_/status/1989514160414286036)  2025-11-15T02:01Z [---] followers, [----] engagements


"$SVRA $XBI [--]. Target Price & rNPV - Combined US + EU target price comes out around $9.4. - All the constants in the model use standard assumptions; US/EU patient numbers and penetration are taken from Savara materials plus reports from Citizens Wainwright and Jefferies"  
[X Link](https://x.com/Ssunten_/status/1989546113238446318)  2025-11-15T04:08Z [---] followers, [---] engagements


"- Pricing is expected to be around $400500k per patient per year. - Given existing approaches the street is modeling something like a 60:40 share versus current practice. - On a PS basis that backs into a $811 per share target range"  
[X Link](https://x.com/Ssunten_/status/1989546477757370443)  2025-11-15T04:10Z [---] followers, [--] engagements


"- They finished Phase [--] and filed the BLA in April but got smacked on CMC because theyre basically a tiny incompetent shop. - So they brought in Fujifilm whos very strong on CMC and are now planning to re-file the BLA in December"  
[X Link](https://x.com/Ssunten_/status/1989546561580241392)  2025-11-15T04:10Z [---] followers, [--] engagements


"$XBI $Svra $Prax The New Political Order Inside the FDA [--]. As you know Kennedy is a vaccine skeptic. [--]. He wants to push a strong anti-vaccine agenda but he needs someone from academia thats Prasad. [--]. So he uses his political henchman Makary to get Prasad appointed. [--]. Thats how the Kennedy (HHS) Makary (FDA) Prasad (CBER) line is created. [--]. Kennedy needs Prasad because there really arent many academics who can provide intellectual backing for his vaccine skepticism. [--]. But Prasad is a person with very strong convictions so once he became head of CBER he started swinging the axe at anyone"  
[X Link](https://x.com/Ssunten_/status/1989885444692349386)  2025-11-16T02:37Z [---] followers, 11.1K engagements


"$XBI $SVRA SVRA Investment Thesis Price target & rNPV [--]. Combined US + Europe target price around $10.4 (SOTP). [--]. POS: 90% (based on Guggenheim Jefferies JMP Citizen reports). [--]. Patient numbers (from SVRA reports): US: [----] EU: [----] [--]. Price per patient: $400k (using the conservative end of the $400600k range from reports). [--]. rNPV horizon (given the tiny market probability of meaningful competition even after exclusivity looks low): US: [--] years (exclusivity period) EU: [--] years (exclusivity period) [--]. Penetration assumptions: US 50% (conservative; base case 60%) EU 35% (conservative)."  
[X Link](https://x.com/Ssunten_/status/1990264902682849429)  2025-11-17T03:45Z [---] followers, [----] engagements


"$XBI Hey biotech fam Im curious what you all think about $SVRA $PRAX and $MIST. Anyone willing to share their thoughts"  
[X Link](https://x.com/Ssunten_/status/1991019410333544859)  2025-11-19T05:43Z [---] followers, [---] engagements


"$MIST $XBI [--]. Target price & rNPV This is the most conservative model within the range Im considering. Out of 2M PSVT patients Im using 800k at the bottom of the companys target range (4065%). Price per episode: $5001000 (per CCO commentary). Assuming [--] episodes per year (bottom of the [--] range). That gives an annual drug cost of $3000. Peak penetration: 50% (based on physician survey data). Discount rate: 10%. Basic share count: 85.2M. Fully diluted share count (including Series A/B). Cash: $0.19B (assuming Series A/B exercised). Debt: $0.07B. Current market cap: $0.2B. EV: $0.26B. 2."  
[X Link](https://x.com/anyuser/status/1991542741717905418)  2025-11-20T16:22Z [---] followers, [----] engagements


"You are right. For patients purchasing the intranasal therapy is much cheaper than paying for an ER visit plus the cost of adenosine administration. At a national level in the U.S. this also translates into healthcare cost savings. Since $MIST is a small-cap company with a market cap of only about $200m I believe it has not yet attracted sufficient analyst attention. I expect the share price to be re-rated in the near term"  
[X Link](https://x.com/Ssunten_/status/1991654083191795954)  2025-11-20T23:45Z [---] followers, [---] engagements


"As you know the review of MISTs clinical program was concluded in the FDA CRL meeting minutes with no issues identified. That means we only have to think about CMC risk which for biotech investors is a very high-probability bet. And the fact that $MIST is under Pazdurs CDER umbrella rather than Prasads CBER domain is a blessing. The share price will rise"  
[X Link](https://x.com/Ssunten_/status/1991680572431954091)  2025-11-21T01:30Z [---] followers, [---] engagements


"$XBI $MIST MIST prediction through nitrosamine CMC CRL case analysis If you look at the recent history of nitrosamine-driven CMC CRLs the pattern is actually pretty reassuring for Cardamyst. Phathoms vonoprazan is a good example: in February [----] the erosive GERD NDA received a CRL because of an N-nitroso-vonoprazan impurity essentially a nitrosamine CMC problem. FDA asked for tighter specs controls and additional stability data. Phathom ran the extra work resubmitted in May as a complete response to that CRL and Voquezna was approved in November [----] a clean second-cycle approval off focused"  
[X Link](https://x.com/Ssunten_/status/1992536830277779817)  2025-11-23T10:12Z [---] followers, [----] engagements


"@failed_drugs If youre interested in CMC CRL cases you should also take a look at $ATRA and $SVRA"  
[X Link](https://x.com/Ssunten_/status/1992614469734990061)  2025-11-23T15:21Z [---] followers, [---] engagements


"$XBI $MIST Lets size Mists EV properly. Share count [--]. Basic shares As of the 3Q earnings release Mists capital structure is: Common shares: [--------] Warrants: [--------] [--]. Series A/B warrants In July [----] the company did a Series A/B offering. These have not been exercised yet. Under this deal there are: Series A: [--------] shares at an exercise price of $1.50 Series B: [--------] shares at an exercise price of $1.875 Series A has a 1-year term and Series B is mandatorily exercised once the stock trades above $3.50. In practice these are effectively dilutive and should be treated as if they will"  
[X Link](https://x.com/Ssunten_/status/1992836536224924059)  2025-11-24T06:03Z [---] followers, [----] engagements


"$XBI $SVRA $MIST Some thoughts on recent capital flows in biotech. Right now the biotech sector is facing a lot of uncertainty because of the Prasad risk. As investors in times like this we need to invest only within a range of outcomes we can reasonably predict. From that perspective I think CDER under Pazdur looks much safer than CBER under Prasad. For biotech companies currently asking the FDA to review their clinical programs I think theres a need to wait until the FDAs rapidly shifting internal review posture stabilizes and a new pattern is established through actual approval cases."  
[X Link](https://x.com/Ssunten_/status/1994441947453514178)  2025-11-28T16:23Z [---] followers, [----] engagements


"$Xbi $Mist Looking at two cases that got CMC CRLs due to nitrosamine issues and were later approved: Phathom / VOQUEZNA PDUFA date: November [--] [----] Actual approval: November [--] [----] ARS / neffy PDUFA date: October [--] [----] Actual approval: August [--] [----] It wouldnt be surprising at all if MISTs PDUFA outcome came as soon as next week"  
[X Link](https://x.com/Ssunten_/status/1994585202950377509)  2025-11-29T01:52Z [---] followers, [----] engagements


"$SVRA and $MIST are essentially on the same path: both received CMC-driven CRLs and are now pursuing re-approval. The difference is that MIST is heading into its PDUFA decision while SVRA is just before its BLA resubmission. Given the respective timelines and valuation upside SVRA doesnt look as attractive as MIST at the current level"  
[X Link](https://x.com/Ssunten_/status/1995994816153616688)  2025-12-02T23:13Z [---] followers, [---] engagements


"@LM1agL1zj3XOlFm $AGIO is following a standard PDUFA path with no history of receiving a CRL. Its a CDER drug and the clinical validation for its MOA appears very clear. Thats why I see it as a solid event-driven trade opportunity heading into this weeks PDUFA"  
[X Link](https://x.com/Ssunten_/status/1995995681627275750)  2025-12-02T23:17Z [---] followers, [---] engagements


"@tanner5m Nope. Just X"  
[X Link](https://x.com/Ssunten_/status/1996007425779139053)  2025-12-03T00:03Z [---] followers, [---] engagements


"$XBI $MIST MIST review-line research. [--]. The review chain for $MIST is: CDER OND (Office of New Drugs) OCHEN (Office of Cardiology Hematology Endocrinology and Nephrology) DCN (Division of Cardiology and Nephrology) [--]. CDER Everyone knows CDER leadership went Tidmarsh Pazdur now Tracy Beth Hoeg. With PDUFAs for $AGIO and $MIST only [--] weeks away I assume the internal decisions on these files are basically already made. I dont think theyre going to suddenly flip the verdict at the last minute. And since this is a CMC issue odds are high were just some tiny name they dont even realize the"  
[X Link](https://x.com/anyuser/status/1996429246655529336)  2025-12-04T03:59Z [---] followers, [----] engagements


"$XBI $MIST Mist rNPV update Sharing some revisions to my $MIST rNPV valuation: Adjusted several assumptions from the previous write-up Tweaked the penetration change over time Tentatively set net price at $3000/year Reflected RTW royalties in the revenue line I think this gives a very reasonable valuation at the current level. On pricing: a PBM 2Q25 report set MISTs price at $5000/year (WAC). Assuming 40% rebates that implies a net price of about $3000/year which is close to the companys internal target. Ive been going back and forth on the right price assumption so Im glad I finally found a"  
[X Link](https://x.com/anyuser/status/1996502381367070766)  2025-12-04T08:50Z [---] followers, 20.1K engagements


"$XBI $AGIO $MIST PDUFA schedule for November and December. Looking at the PDUFA events that have already passed and whats still ahead it feels like $AGIO has stepped on a landmine. Based on the companys update it seems theyre in the final stages of discussing labeling and REMS so I still view approval as likely but there could be some delay in the timeline. Might be a good time to pause and focus our bets for a bit. For example on $MIST"  
[X Link](https://x.com/anyuser/status/1998782427251318856)  2025-12-10T15:50Z [---] followers, [----] engagements


"$XBI $MIST It finally broke through resistance around $2.70 on the fifth try. Im hoping that with good news tomorrow $MIST will start moving toward its fair value"  
[X Link](https://x.com/anyuser/status/1999133779911417907)  2025-12-11T15:06Z [---] followers, [----] engagements


"$Xbi $Mist Milestone has been approved. Congratulations to all investors (including me). https://investors.milestonepharma.com/news-releases/news-release-details/milestone-receives-fda-approval-cardamysttm-etripamil-first-and https://investors.milestonepharma.com/news-releases/news-release-details/milestone-receives-fda-approval-cardamysttm-etripamil-first-and"  
[X Link](https://x.com/anyuser/status/1999648129206091950)  2025-12-13T01:10Z [---] followers, [----] engagements


"$XBI $MIST I dont like baldness very much. And I dislike it even more when a bald person is also an absolute idiot. But I got seriously angry after seeing some idiot bald nurse on Twitter yapping about Cardamysts penetration for $MIST. Normally Id go point by point and explain exactly why his logic is wrong and try to educate himbut Im not doing that today. Why Because I dont want to spend my energy on a bald clueless nurse I cant stand. As investors based on the December options setup and Cardamysts projected peak sales (PS)and the fact that at $5 the fully diluted EV is only about $600Mwe"  
[X Link](https://x.com/anyuser/status/2000387924236579264)  2025-12-15T02:10Z [---] followers, 11.1K engagements


"$XBI $MIST Post-PDUFA Approval Recap 1) Pricing is set The price is $1649 per episode and per the CEO the net price is expected to land around $500$1000. Most likely the net price will shift over time depending on the rebate structure negotiated with payers/insurers. During the initial launch the company plans to distribute the drug for free as part of its marketing strategy so the realized net price should be closer to the lower end of that range. Later once penetration improves and insurers start thinking Okay this clearly reduces costs versus ER visits the picture Im imagining is the net"  
[X Link](https://x.com/anyuser/status/2000751817681207685)  2025-12-16T02:16Z [---] followers, [----] engagements


"$XBI $MIST A surprisingly great opportunity the market is offering As of today I want to lay out why Milestone Pharmaceuticals ($MIST) looks like one of the most undervalued biotech opportunities out there. 1) Its cheap Simple as that: $MIST is cheap. This is no longer a single-pipeline hope-and-dream biotech story stock. They cleared PDUFA approval on 12/12 and have effectively transitioned into a commercial-stage company. Their approved asset Cardamyst is (outside of adenosine administration) essentially the only FDA-approved patient-carried on-demand treatment in the PSVT space. On a basic"  
[X Link](https://x.com/anyuser/status/2000922248899911959)  2025-12-16T13:33Z [---] followers, 10.4K engagements


"@TaylorDeng87 Its Corxel and theyre backed by Bayer and RTW"  
[X Link](https://x.com/Ssunten_/status/2001650978093969511)  2025-12-18T13:49Z [---] followers, [--] engagements


"If Corxel receives approval in China while the deal terms are not fully disclosed in detail it is contractually agreed that Corxel will pay approximately $107 million to MIST. Naturally that amount will be paid in stages as commercialization progresses. However this payment is separate from sales royalties. Also when calculating fully diluted shares I exclude items such as RSUs/options/PSUs from the total share count resulting in [---] million shares. I set it up this way because most sell-side biotech institutions use the same approach when doing valuation work. I am attaching the relevant"  
[X Link](https://x.com/Ssunten_/status/2001658114245087691)  2025-12-18T14:17Z [---] followers, [---] engagements


"Thats not correct. According to sell-side reports they plan to finalize contracts with the sales force in December conduct Cardamyst-related training for the sales team in JanuaryFebruary and begin generating meaningful revenue starting in March. I believe outsourcing sales to an external partner is a very appropriate choice for Milestone given its lack of commercialization experience"  
[X Link](https://x.com/Ssunten_/status/2002899526596907241)  2025-12-22T00:30Z [---] followers, [--] engagements


"Funding for commercialization If Milestone receives the $75M payment from RTW by year-end it will have roughly $158M in cash. I believe this should be sufficient to fund the commercialization launch. Initial sales force Given Milestones lack of prior commercialization experience I think outsourcing sales execution to an external partner is a sensible decision. And I dont view a 60-person team as excessive since they have a clear target of approximately [-----] relevant specialists. An unproven asset I agree. CARDAMYST is in a position where it has to prove itself in the real world"  
[X Link](https://x.com/Ssunten_/status/2002901552869319100)  2025-12-22T00:38Z [---] followers, [---] engagements


"@charle77238 Which year of ARQT are you looking back on"  
[X Link](https://x.com/Ssunten_/status/2011413860029468897)  2026-01-14T12:23Z [---] followers, [---] engagements


"$GORO $GOLD $SILVER Investment Thesis [--]. Gold Resource Corporation is a mining company producing gold and silver from the Don David Gold Mine (DDGM) in Mexico. Since [----] revenue deteriorated and the company drifted into financial distress. [--]. For a gold/silver miner revenue is basically driven by three things. [--]. First: grade how much gold/silver is in the ore for the same mining effort. [--]. Second: production volume how much you actually mine/process. [--]. Third: realized price the spot price you sell into. [--]. Thats essentially the whole revenue engine. [--]. Once you know revenue you need to"  
[X Link](https://x.com/anyuser/status/2015418279876243794)  2026-01-25T13:35Z [---] followers, [----] engagements


"$GORO $1.72 reverse triangular merger Goldgroup Mining Inc. a value of US$2.25 per share. Transaction values the Companys common stock at approximately US$372 million Based on the closing price of Goldgroups common shares on January23 [----] the exchange ratio represents a value of US$2.25 per share of the Companys common stock reflecting a 39% premium to the Companys closing price on January23 [----]. The Transaction values the Companys common stock at approximately US$372 million https://twitter.com/i/web/status/2015761217059475961 https://twitter.com/i/web/status/2015761217059475961"  
[X Link](https://x.com/anyuser/status/2015761217059475961)  2026-01-26T12:18Z 24.4K followers, 19.4K engagements


"RT @DarioCpx: Beware Feb26 Shanghai silver futures are currently trading at 122$/oz eqv. - This means the premium Comex vs China is increa"  
[X Link](https://x.com/anyuser/status/2015609699689976042)  2026-01-26T02:16Z [---] followers, [--] engagements


"Beware Feb26 Shanghai silver futures are currently trading at 122$/oz eqv. - This means the premium Comex vs China is increasing to almost 15$ now. Here is what's happening: despite the tides rising banksters in the west are trying to push the silver ball deeper underwater Dear all I see many keep asking but I am afraid I dont know how high the silver price can go. NO ONE DOES. I did my best to share with you the analytical framework I am using to understand whether silver will continue to reprice higher or not (and at what speed) 👇🏻🙏🏻 Dear all I see many keep asking but I am afraid I"  
[X Link](https://x.com/anyuser/status/2015607338636603652)  2026-01-26T02:06Z 99.4K followers, 88.3K engagements


"Dear all I see many keep asking but I am afraid I dont know how high the silver price can go. NO ONE DOES. I did my best to share with you the analytical framework I am using to understand whether silver will continue to reprice higher or not (and at what speed) 👇🏻🙏🏻 JustDarioCigarTime - Podcast Episode [--] ⚠THE REVENGE OF THE SILVER BUGS STARTS NOW🎙 - How high the silver price can go - $SLV and $PSLV - The governments wild card https://t.co/DVRQqhflzM JustDarioCigarTime - Podcast Episode [--] ⚠THE REVENGE OF THE SILVER BUGS STARTS NOW🎙 - How high the silver price can go - $SLV and $PSLV -"  
[X Link](https://x.com/anyuser/status/2015591321210323310)  2026-01-26T01:03Z 99.4K followers, 218.5K engagements


"$GORO $GOLD $SILVER Investment Thesis [--]. Gold Resource Corporation is a mining company producing gold and silver from the Don David Gold Mine (DDGM) in Mexico. Since [----] revenue deteriorated and the company drifted into financial distress. [--]. For a gold/silver miner revenue is basically driven by three things. [--]. First: grade how much gold/silver is in the ore for the same mining effort. [--]. Second: production volume how much you actually mine/process. [--]. Third: realized price the spot price you sell into. [--]. Thats essentially the whole revenue engine. [--]. Once you know revenue you need to"  
[X Link](https://x.com/anyuser/status/2015418279876243794)  2026-01-25T13:35Z [---] followers, [----] engagements


"'Stay Long Gold': Goldman Macro Mavens https://www.zerohedge.com/markets/goldman-macro-mavens-discuss-us-resilience-eu-shakeout-uk-politics-japans-wild-west https://www.zerohedge.com/markets/goldman-macro-mavens-discuss-us-resilience-eu-shakeout-uk-politics-japans-wild-west"  
[X Link](https://x.com/anyuser/status/2015215312140984557)  2026-01-25T00:09Z 2.5M followers, 77.2K engagements


"$MIST As previously disclosed on March27 [----] Milestone Pharmaceuticals Inc. (the Company) entered into a Purchase and Sale Agreement (as amended the Royalty Purchase Agreement) with RTW Royalty I DAC an affiliate of RTW Investments LP (RTW) pursuant to which funds managed by RTW agreed to purchase following U.S. Food and Drug Administration approval of etripamil (subject to certain conditions) in exchange for a purchase price of $75.0 million the right to receive tiered quarterly royalty payments (the royalty interest) on the annual net product sales of etripamil in the United States. On"  
[X Link](https://x.com/anyuser/status/2011038399080358303)  2026-01-13T11:31Z [---] followers, [----] engagements


"$mist https://investors.milestonepharma.com/news-releases/news-release-details/milestone-pharmaceuticals-announces-acceptance-marketing/ https://investors.milestonepharma.com/news-releases/news-release-details/milestone-pharmaceuticals-announces-acceptance-marketing/"  
[X Link](https://x.com/anyuser/status/2008528538195165548)  2026-01-06T13:18Z [---] followers, [----] engagements


"$imrx PDAC MEK OS&PFS probability"  
[X Link](https://x.com/anyuser/status/2008410253491351927)  2026-01-06T05:28Z [---] followers, [----] engagements


"RT @AlphaTalon2025: Milestone Pharmaceuticals $MIST: From Regulatory Success to Commercial Proof CARDAMYST is approved and clinically valid"  
[X Link](https://x.com/anyuser/status/2002039331368948168)  2025-12-19T15:32Z [---] followers, [--] engagements


"Milestone Pharmaceuticals $MIST: From Regulatory Success to Commercial Proof CARDAMYST is approved and clinically validated. The remaining question is whether disciplined execution payer alignment and physician adoption can turn a single-asset launch into a durable franchise Read our comprehensive analysis: https://open.substack.com/pub/alphatalon/p/milestone-pharmaceuticals-nasdaqr=62wiew&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://t.co/5hH2xiueeh https://t.co/oGUCYRTiQx"  
[X Link](https://x.com/anyuser/status/2002019889792585975)  2025-12-19T14:15Z [---] followers, [----] engagements


"https://substack.com/@alphatalon https://substack.com/@alphatalon"  
[X Link](https://x.com/anyuser/status/1979943004258627913)  2025-10-19T16:09Z [---] followers, 26K engagements


"$Xbi $Mist When will Milestones EV hit zero To estimate Milestones downside floor lets look at Milestones EV (enterprise value). Im splitting this into two perspectives: (1) common shares only and (2) fully diluted shares. Here are the inputs: [--]. Share count - Common shares: [---------] - Series A: [--------] (exercise price $1.50) - Series B: [--------] (exercise price $1.875) - Options/PSU/RSU: [--------] - Fully diluted shares: [---------] [--]. Cash - 3Q cash: $82585000 - RTW payment receivable: $75000000 - Series A proceeds: $49000000 - Series B proceeds: $59000000 - Fully diluted cash: $265585000 3."  
[X Link](https://x.com/anyuser/status/2001811711565979826)  2025-12-19T00:27Z [---] followers, [----] engagements


"$Xbi $Mist Anyway since weve already decided to go through with this and I was looking for potential positive catalysts in the first half of next year I remembered the China royalty deal and looked it up again. MIST sold the Greater China commercialization rights for Cardamyst to a company called Corxel (formerly known as Jixsing). They filed the China NDA in January [----] and it looks like the typical review timeline is around [----] months. So if were holding MIST at least through the first half of next year that means we should get the outcome before May next year yes. If it gets approved"  
[X Link](https://x.com/anyuser/status/2001575107920330988)  2025-12-18T08:47Z [---] followers, [----] engagements


"Milestones Cardamyst commercialization website is now live. Congrats $MIST https://www.cardamyst.com/ https://www.cardamyst.com/"  
[X Link](https://x.com/Ssunten_/status/2001484221676949741)  2025-12-18T02:46Z [---] followers, [----] engagements


"$XBI $MIST A surprisingly great opportunity the market is offering As of today I want to lay out why Milestone Pharmaceuticals ($MIST) looks like one of the most undervalued biotech opportunities out there. 1) Its cheap Simple as that: $MIST is cheap. This is no longer a single-pipeline hope-and-dream biotech story stock. They cleared PDUFA approval on 12/12 and have effectively transitioned into a commercial-stage company. Their approved asset Cardamyst is (outside of adenosine administration) essentially the only FDA-approved patient-carried on-demand treatment in the PSVT space. On a basic"  
[X Link](https://x.com/anyuser/status/2000922248899911959)  2025-12-16T13:33Z [---] followers, 10.4K engagements


"$XBI $MIST Post-PDUFA Approval Recap 1) Pricing is set The price is $1649 per episode and per the CEO the net price is expected to land around $500$1000. Most likely the net price will shift over time depending on the rebate structure negotiated with payers/insurers. During the initial launch the company plans to distribute the drug for free as part of its marketing strategy so the realized net price should be closer to the lower end of that range. Later once penetration improves and insurers start thinking Okay this clearly reduces costs versus ER visits the picture Im imagining is the net"  
[X Link](https://x.com/anyuser/status/2000751817681207685)  2025-12-16T02:16Z [---] followers, [----] engagements


"$XBI $MIST I dont like baldness very much. And I dislike it even more when a bald person is also an absolute idiot. But I got seriously angry after seeing some idiot bald nurse on Twitter yapping about Cardamysts penetration for $MIST. Normally Id go point by point and explain exactly why his logic is wrong and try to educate himbut Im not doing that today. Why Because I dont want to spend my energy on a bald clueless nurse I cant stand. As investors based on the December options setup and Cardamysts projected peak sales (PS)and the fact that at $5 the fully diluted EV is only about $600Mwe"  
[X Link](https://x.com/anyuser/status/2000387924236579264)  2025-12-15T02:10Z [---] followers, 11.1K engagements


"$XBI $MIST Mist rNPV update Sharing some revisions to my $MIST rNPV valuation: Adjusted several assumptions from the previous write-up Tweaked the penetration change over time Tentatively set net price at $3000/year Reflected RTW royalties in the revenue line I think this gives a very reasonable valuation at the current level. On pricing: a PBM 2Q25 report set MISTs price at $5000/year (WAC). Assuming 40% rebates that implies a net price of about $3000/year which is close to the companys internal target. Ive been going back and forth on the right price assumption so Im glad I finally found a"  
[X Link](https://x.com/anyuser/status/1996502381367070766)  2025-12-04T08:50Z [---] followers, 20.1K engagements


"$Xbi $Mist Milestone has been approved. Congratulations to all investors (including me). https://investors.milestonepharma.com/news-releases/news-release-details/milestone-receives-fda-approval-cardamysttm-etripamil-first-and https://investors.milestonepharma.com/news-releases/news-release-details/milestone-receives-fda-approval-cardamysttm-etripamil-first-and"  
[X Link](https://x.com/anyuser/status/1999648129206091950)  2025-12-13T01:10Z [---] followers, [----] engagements


"$XBI $MIST It finally broke through resistance around $2.70 on the fifth try. Im hoping that with good news tomorrow $MIST will start moving toward its fair value"  
[X Link](https://x.com/anyuser/status/1999133779911417907)  2025-12-11T15:06Z [---] followers, [----] engagements


"$XBI $AGIO $MIST PDUFA schedule for November and December. Looking at the PDUFA events that have already passed and whats still ahead it feels like $AGIO has stepped on a landmine. Based on the companys update it seems theyre in the final stages of discussing labeling and REMS so I still view approval as likely but there could be some delay in the timeline. Might be a good time to pause and focus our bets for a bit. For example on $MIST"  
[X Link](https://x.com/anyuser/status/1998782427251318856)  2025-12-10T15:50Z [---] followers, [----] engagements


"$MIST $XBI [--]. Target price & rNPV This is the most conservative model within the range Im considering. Out of 2M PSVT patients Im using 800k at the bottom of the companys target range (4065%). Price per episode: $5001000 (per CCO commentary). Assuming [--] episodes per year (bottom of the [--] range). That gives an annual drug cost of $3000. Peak penetration: 50% (based on physician survey data). Discount rate: 10%. Basic share count: 85.2M. Fully diluted share count (including Series A/B). Cash: $0.19B (assuming Series A/B exercised). Debt: $0.07B. Current market cap: $0.2B. EV: $0.26B. 2."  
[X Link](https://x.com/anyuser/status/1991542741717905418)  2025-11-20T16:22Z [---] followers, [----] engagements


"$XBI $MIST MIST review-line research. [--]. The review chain for $MIST is: CDER OND (Office of New Drugs) OCHEN (Office of Cardiology Hematology Endocrinology and Nephrology) DCN (Division of Cardiology and Nephrology) [--]. CDER Everyone knows CDER leadership went Tidmarsh Pazdur now Tracy Beth Hoeg. With PDUFAs for $AGIO and $MIST only [--] weeks away I assume the internal decisions on these files are basically already made. I dont think theyre going to suddenly flip the verdict at the last minute. And since this is a CMC issue odds are high were just some tiny name they dont even realize the"  
[X Link](https://x.com/anyuser/status/1996429246655529336)  2025-12-04T03:59Z [---] followers, [----] engagements


"RT @PearlF: An updated FDA org chart from @biospace: nearly 90% of senior leaders who were at the FDA a year ago are no longer there. Most"  
[X Link](https://x.com/anyuser/status/1996395252731858950)  2025-12-04T01:44Z [---] followers, [---] engagements


"An updated FDA org chart from @biospace: nearly 90% of senior leaders who were at the FDA a year ago are no longer there. Most FDA employees are usually "career staff" who worked for multiple FDA commissioners & years of training to be knowledgeable incl cell & gene therapies. Pazdur had worked for the Bush Obama Trump [--] & Biden administrations. He wasn't a Biden appointee"  
[X Link](https://x.com/anyuser/status/1996332049364344835)  2025-12-03T21:33Z [----] followers, 111.7K engagements

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