[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Ssunten_ Ssunten Ssunten posts on X about $xbi, $mist, $agio, $qure the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1477572749648621571/interactions)  - X Week XXXXX +65% - X Month XXXXXX -XX% - X Months XXXXXXX +6,594% - X Year XXXXXXX +11,586% ### Mentions: X [#](/creator/twitter::1477572749648621571/posts_active)  - X Week XX -XXXX% - X Month XX +12% - X Months XX +1,750% - X Year XX +1,850% ### Followers: XXX [#](/creator/twitter::1477572749648621571/followers)  - X Week XXX +3.70% - X Month XXX +15% - X Months XXX +1,147% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1477572749648621571/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [stocks](/list/stocks) **Social topic influence** [$xbi](/topic/$xbi) #12, [$mist](/topic/$mist) #3, [$agio](/topic/$agio) #5, [$qure](/topic/$qure), [$bhvn](/topic/$bhvn), [$svra](/topic/$svra) #2, [history](/topic/history), [target](/topic/target) #2526, [level](/topic/level), [link](/topic/link) **Top accounts mentioned or mentioned by** [@biotechscanner](/creator/undefined) [@desertdweller93](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@tanner5m](/creator/undefined) [@lauraloomer](/creator/undefined) [@vprasadmdmph](/creator/undefined) [@drmakaryfda](/creator/undefined) [@usfda](/creator/undefined) [@lm1agl1zj3xolfm](/creator/undefined) [@17catspaw](/creator/undefined) [@aintnothing1234](/creator/undefined) [@fda](/creator/undefined) [@baggers4beggers](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@seckennedy](/creator/undefined) [@tallnfat](/creator/undefined) [@faileddrugs](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [Mist (MIST)](/topic/$mist) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [uniQure N.V. (QURE)](/topic/$qure) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) ### Top Social Posts Top posts by engagements in the last XX hours "$qure $bhvn $xbi Looks like the hearing (link) will cover this issue. Ive put brief bios for the Chair and Ranking Member at the end of the thread" [X Link](https://x.com/Ssunten_/status/1986241252489372060) 2025-11-06T01:16Z XXX followers, 12.8K engagements "$Qure $Bhvn $Xbi Signals of congressional intervention carry clear implications. First: a bipartisan consensus on access to rare-disease therapies. Both parties are pressing the @US_FDA to use the flexibility youve been given to help patients" [X Link](https://x.com/Ssunten_/status/1986348936618254703) 2025-11-06T08:24Z XXX followers, 5404 engagements "$qure $bhvn $srpt $xbi I read your article. You couldnt even interview Matt Kapusta yet you slapped on a sensational clickbait headline and filled it with baseless speculation. I get that youre selling articles to make a living but have some shame" [X Link](https://x.com/Ssunten_/status/1986450075447693468) 2025-11-06T15:06Z XXX followers, 13.2K engagements "$XBI $Svra $Prax The New Political Order Inside the FDA X. As you know Kennedy is a vaccine skeptic. X. He wants to push a strong anti-vaccine agenda but he needs someone from academia thats Prasad. X. So he uses his political henchman Makary to get Prasad appointed. X. Thats how the Kennedy (HHS) Makary (FDA) Prasad (CBER) line is created. X. Kennedy needs Prasad because there really arent many academics who can provide intellectual backing for his vaccine skepticism. X. But Prasad is a person with very strong convictions so once he became head of CBER he started swinging the axe at anyone" [X Link](https://x.com/Ssunten_/status/1989885444692349386) 2025-11-16T02:37Z XXX followers, 11K engagements "$Xbi $Agio Shares outstanding: 58313812 Market cap: $1.6B Cash: $1.3B EV: $0.32B Pipeline (3 assets): X. PKD approved PS: $200300M X. Thal PDUFA 12/7 PS: $300600M X. SCD Ph3 failed basically a write-off PS: $X (conservative) Assumptions: X. At PDUFA approval EV rerates to 1x PS. X. PKD is already approved and generating revenue. X. Thal is assumed to be approved (clinical data are solid). X. Valuation: PKD at 1.5x PS Thal at 1.0x PS base case: $375M + $450M = $825M EV. X. $825M EV implies a fair value of $36.5/share. X. Upside from here: 31%" [X Link](https://x.com/Ssunten_/status/1995906587391857136) 2025-12-02T17:23Z XXX followers, 1387 engagements "@LM1agL1zj3XOlFm $AGIO is following a standard PDUFA path with no history of receiving a CRL. Its a CDER drug and the clinical validation for its MOA appears very clear. Thats why I see it as a solid event-driven trade opportunity heading into this weeks PDUFA" [X Link](https://x.com/Ssunten_/status/1995995681627275750) 2025-12-02T23:17Z XXX followers, XXX engagements "$MIST $XBI X. 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 X episodes per year (bottom of the XX range). That gives an annual drug cost of $3000. Peak penetration: XX% (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: $0.26B. 2." [X Link](https://x.com/Ssunten_/status/1991542741717905418) 2025-11-20T16:22Z XXX followers, 4822 engagements "$XBI $MIST MIST prediction through nitrosamine CMC CRL case analysis If you look at the recent history of nitrosamine-driven CMC CRLs the pattern is actually pretty reassuring for Cardamyst. Phathoms vonoprazan is a good example: in February 2023 the erosive GERD NDA received a CRL because of an N-nitroso-vonoprazan impurity essentially a nitrosamine CMC problem. FDA asked for tighter specs controls and additional stability data. Phathom ran the extra work resubmitted in May as a complete response to that CRL and Voquezna was approved in November 2023 a clean second-cycle approval off focused" [X Link](https://x.com/Ssunten_/status/1992536830277779817) 2025-11-23T10:12Z XXX followers, 1317 engagements "$XBI $MIST Lets size Mists EV properly. Share count X. Basic shares As of the 3Q earnings release Mists capital structure is: Common shares: 85169344 Warrants: 16412925 X. Series A/B warrants In July 2025 the company did a Series A/B offering. These have not been exercised yet. Under this deal there are: Series A: 35002335 shares at an exercise price of $XXXX Series B: 35002335 shares at an exercise price of $XXXXX Series A has a 1-year term and Series B is mandatorily exercised once the stock trades above $XXXX. In practice these are effectively dilutive and should be treated as if they will" [X Link](https://x.com/Ssunten_/status/1992836536224924059) 2025-11-24T06:03Z XXX followers, 1701 engagements "$XBI $SVRA $MIST Some thoughts on recent capital flows in biotech. Right now the biotech sector is facing a lot of uncertainty because of the Prasad risk. As investors in times like this we need to invest only within a range of outcomes we can reasonably predict. From that perspective I think CDER under Pazdur looks much safer than CBER under Prasad. For biotech companies currently asking the FDA to review their clinical programs I think theres a need to wait until the FDAs rapidly shifting internal review posture stabilizes and a new pattern is established through actual approval cases." [X Link](https://x.com/Ssunten_/status/1994441947453514178) 2025-11-28T16:23Z XXX followers, 1238 engagements "$Xbi $Mist Looking at two cases that got CMC CRLs due to nitrosamine issues and were later approved: Phathom / VOQUEZNA PDUFA date: November XX 2023 Actual approval: November X 2023 ARS / neffy PDUFA date: October X 2024 Actual approval: August X 2024 It wouldnt be surprising at all if MISTs PDUFA outcome came as soon as next week" [X Link](https://x.com/Ssunten_/status/1994585202950377509) 2025-11-29T01:52Z XXX followers, 1207 engagements "$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. $MIST fits that profile and todays biotech tape also seems to be reflecting this uncertainty in prices. Hopefully this turmoil resolves soon and the FDAs stance on drug approvals becomes clearer" [X Link](https://x.com/Ssunten_/status/1995905827564376401) 2025-12-02T17:20Z XXX followers, 4566 engagements "$SVRA and $MIST are essentially on the same path: both received CMC-driven CRLs and are now pursuing re-approval. The difference is that MIST is heading into its PDUFA decision while SVRA is just before its BLA resubmission. Given the respective timelines and valuation upside SVRA doesnt look as attractive as MIST at the current level" [X Link](https://x.com/Ssunten_/status/1995994816153616688) 2025-12-02T23:13Z XXX followers, XXX engagements "$XBI $MIST MIST review-line research. X. 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) X. CDER Everyone knows CDER leadership went Tidmarsh Pazdur now Tracy Beth Hoeg. With PDUFAs for $AGIO and $MIST only XX weeks away I assume the internal decisions on these files are basically already made. I dont think theyre going to suddenly flip the verdict at the last minute. And since this is a CMC issue odds are high were just some tiny name they dont even realize the" [X Link](https://x.com/Ssunten_/status/1996429246655529336) 2025-12-04T03:59Z XXX followers, 1024 engagements "$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 XX% 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/Ssunten_/status/1996502381367070766) 2025-12-04T08:50Z XXX followers, 2832 engagements
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@Ssunten_ Ssunten
Ssunten posts on X about $xbi, $mist, $agio, $qure the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +65%
- X Month XXXXXX -XX%
- X Months XXXXXXX +6,594%
- X Year XXXXXXX +11,586%
Mentions: X #
- X Week XX -XXXX%
- X Month XX +12%
- X Months XX +1,750%
- X Year XX +1,850%
Followers: XXX #
- X Week XXX +3.70%
- X Month XXX +15%
- X Months XXX +1,147%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies finance stocks
Social topic influence $xbi #12, $mist #3, $agio #5, $qure, $bhvn, $svra #2, history, target #2526, level, link
Top accounts mentioned or mentioned by @biotechscanner @desertdweller93 @adamfeuerstein @tanner5m @lauraloomer @vprasadmdmph @drmakaryfda @usfda @lm1agl1zj3xolfm @17catspaw @aintnothing1234 @fda @baggers4beggers @realdonaldtrump @seckennedy @tallnfat @faileddrugs
Top assets mentioned Bitcoin Incognito (XBI) Mist (MIST) Agios Pharmaceuticals, Inc. (AGIO) uniQure N.V. (QURE) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Sarepta Therapeutics, Inc. (SRPT) Praxis Precision Medicines, Inc. Common Stock (PRAX)
Top Social Posts
Top posts by engagements in the last XX hours
"$qure $bhvn $xbi Looks like the hearing (link) will cover this issue. Ive put brief bios for the Chair and Ranking Member at the end of the thread"
X Link 2025-11-06T01:16Z XXX followers, 12.8K engagements
"$Qure $Bhvn $Xbi Signals of congressional intervention carry clear implications. First: a bipartisan consensus on access to rare-disease therapies. Both parties are pressing the @US_FDA to use the flexibility youve been given to help patients"
X Link 2025-11-06T08:24Z XXX followers, 5404 engagements
"$qure $bhvn $srpt $xbi I read your article. You couldnt even interview Matt Kapusta yet you slapped on a sensational clickbait headline and filled it with baseless speculation. I get that youre selling articles to make a living but have some shame"
X Link 2025-11-06T15:06Z XXX followers, 13.2K engagements
"$XBI $Svra $Prax The New Political Order Inside the FDA X. As you know Kennedy is a vaccine skeptic. X. He wants to push a strong anti-vaccine agenda but he needs someone from academia thats Prasad. X. So he uses his political henchman Makary to get Prasad appointed. X. Thats how the Kennedy (HHS) Makary (FDA) Prasad (CBER) line is created. X. Kennedy needs Prasad because there really arent many academics who can provide intellectual backing for his vaccine skepticism. X. But Prasad is a person with very strong convictions so once he became head of CBER he started swinging the axe at anyone"
X Link 2025-11-16T02:37Z XXX followers, 11K engagements
"$Xbi $Agio Shares outstanding: 58313812 Market cap: $1.6B Cash: $1.3B EV: $0.32B Pipeline (3 assets): X. PKD approved PS: $200300M X. Thal PDUFA 12/7 PS: $300600M X. SCD Ph3 failed basically a write-off PS: $X (conservative) Assumptions: X. At PDUFA approval EV rerates to 1x PS. X. PKD is already approved and generating revenue. X. Thal is assumed to be approved (clinical data are solid). X. Valuation: PKD at 1.5x PS Thal at 1.0x PS base case: $375M + $450M = $825M EV. X. $825M EV implies a fair value of $36.5/share. X. Upside from here: 31%"
X Link 2025-12-02T17:23Z XXX followers, 1387 engagements
"@LM1agL1zj3XOlFm $AGIO is following a standard PDUFA path with no history of receiving a CRL. Its a CDER drug and the clinical validation for its MOA appears very clear. Thats why I see it as a solid event-driven trade opportunity heading into this weeks PDUFA"
X Link 2025-12-02T23:17Z XXX followers, XXX engagements
"$MIST $XBI X. 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 X episodes per year (bottom of the XX range). That gives an annual drug cost of $3000. Peak penetration: XX% (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: $0.26B. 2."
X Link 2025-11-20T16:22Z XXX followers, 4822 engagements
"$XBI $MIST MIST prediction through nitrosamine CMC CRL case analysis If you look at the recent history of nitrosamine-driven CMC CRLs the pattern is actually pretty reassuring for Cardamyst. Phathoms vonoprazan is a good example: in February 2023 the erosive GERD NDA received a CRL because of an N-nitroso-vonoprazan impurity essentially a nitrosamine CMC problem. FDA asked for tighter specs controls and additional stability data. Phathom ran the extra work resubmitted in May as a complete response to that CRL and Voquezna was approved in November 2023 a clean second-cycle approval off focused"
X Link 2025-11-23T10:12Z XXX followers, 1317 engagements
"$XBI $MIST Lets size Mists EV properly. Share count X. Basic shares As of the 3Q earnings release Mists capital structure is: Common shares: 85169344 Warrants: 16412925 X. Series A/B warrants In July 2025 the company did a Series A/B offering. These have not been exercised yet. Under this deal there are: Series A: 35002335 shares at an exercise price of $XXXX Series B: 35002335 shares at an exercise price of $XXXXX Series A has a 1-year term and Series B is mandatorily exercised once the stock trades above $XXXX. In practice these are effectively dilutive and should be treated as if they will"
X Link 2025-11-24T06:03Z XXX followers, 1701 engagements
"$XBI $SVRA $MIST Some thoughts on recent capital flows in biotech. Right now the biotech sector is facing a lot of uncertainty because of the Prasad risk. As investors in times like this we need to invest only within a range of outcomes we can reasonably predict. From that perspective I think CDER under Pazdur looks much safer than CBER under Prasad. For biotech companies currently asking the FDA to review their clinical programs I think theres a need to wait until the FDAs rapidly shifting internal review posture stabilizes and a new pattern is established through actual approval cases."
X Link 2025-11-28T16:23Z XXX followers, 1238 engagements
"$Xbi $Mist Looking at two cases that got CMC CRLs due to nitrosamine issues and were later approved: Phathom / VOQUEZNA PDUFA date: November XX 2023 Actual approval: November X 2023 ARS / neffy PDUFA date: October X 2024 Actual approval: August X 2024 It wouldnt be surprising at all if MISTs PDUFA outcome came as soon as next week"
X Link 2025-11-29T01:52Z XXX followers, 1207 engagements
"$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. $MIST fits that profile and todays biotech tape also seems to be reflecting this uncertainty in prices. Hopefully this turmoil resolves soon and the FDAs stance on drug approvals becomes clearer"
X Link 2025-12-02T17:20Z XXX followers, 4566 engagements
"$SVRA and $MIST are essentially on the same path: both received CMC-driven CRLs and are now pursuing re-approval. The difference is that MIST is heading into its PDUFA decision while SVRA is just before its BLA resubmission. Given the respective timelines and valuation upside SVRA doesnt look as attractive as MIST at the current level"
X Link 2025-12-02T23:13Z XXX followers, XXX engagements
"$XBI $MIST MIST review-line research. X. 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) X. CDER Everyone knows CDER leadership went Tidmarsh Pazdur now Tracy Beth Hoeg. With PDUFAs for $AGIO and $MIST only XX weeks away I assume the internal decisions on these files are basically already made. I dont think theyre going to suddenly flip the verdict at the last minute. And since this is a CMC issue odds are high were just some tiny name they dont even realize the"
X Link 2025-12-04T03:59Z XXX followers, 1024 engagements
"$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 XX% 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 2025-12-04T08:50Z XXX followers, 2832 engagements