# ![@Stmkrs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1464122955139592209.png) @Stmkrs Stmkr

Stmkr posts on X about $jspr, $ipsc, $capr, $xbi the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1464122955139592209/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464122955139592209/c:line/m:interactions.svg)

- [--] Week [-----] +101%
- [--] Month [------] -8.30%
- [--] Months [------] +246%
- [--] Year [-------] +46,691%

### Mentions: [--] [#](/creator/twitter::1464122955139592209/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464122955139592209/c:line/m:posts_active.svg)

- [--] Week [--] +24%
- [--] Month [--] +33%
- [--] Months [---] +167%
- [--] Year [---] +3,833%

### Followers: [---] [#](/creator/twitter::1464122955139592209/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464122955139592209/c:line/m:followers.svg)

- [--] Week [---] +6.30%
- [--] Month [---] +16%
- [--] Months [---] +179%
- [--] Year [---] +3,950%

### CreatorRank: [---------] [#](/creator/twitter::1464122955139592209/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464122955139592209/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$jspr](/topic/$jspr), [$ipsc](/topic/$ipsc) #4, [$capr](/topic/$capr), [$xbi](/topic/$xbi) #38, [$vtgn](/topic/$vtgn), [$qure](/topic/$qure), [$sana](/topic/$sana) #31, [$xlo](/topic/$xlo), [$lyra](/topic/$lyra), [$qnrx](/topic/$qnrx) #6

**Top accounts mentioned or mentioned by**
[@piratewaffle](/creator/undefined) [@biotech2k1](/creator/undefined) [@boogeymantradez](/creator/undefined) [@elmonogran42994](/creator/undefined) [@biomedicalrx](/creator/undefined) [@andersresearch](/creator/undefined) [@therealupndown](/creator/undefined) [@biovalues](/creator/undefined) [@seedy19tron](/creator/undefined) [@valueforall1](/creator/undefined) [@pick19982](/creator/undefined) [@honzaskaroupka](/creator/undefined) [@plainyogurt21](/creator/undefined) [@hulivili](/creator/undefined) [@mdollares](/creator/undefined) [@jacobplieth](/creator/undefined) [@apexonco](/creator/undefined) [@rajvgurudev](/creator/undefined) [@backstabbed14](/creator/undefined) [@professordman1](/creator/undefined)

**Top assets mentioned**
[Century Therapeutics, Inc. (IPSC)](/topic/$ipsc) [uniQure N.V. (QURE)](/topic/$qure) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [Xilio Therapeutics, Inc. (XLO)](/topic/$xlo) [LYRA (LYRA)](/topic/$lyra) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Atea Pharmaceuticals, Inc. (AVIR)](/topic/$avir) [Metagenomi Technologies, LLC (MGX)](/topic/$mgx) [Pliant Therapeutics, Inc. (PLRX)](/topic/$plrx) [Zentalis Pharmaceuticals, LLC (ZNTL)](/topic/$zntl) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Liquity BOLD (BOLD)](/topic/$bold) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Evaxion Biotech A/S (EVAX)](/topic/$evax) [Turnstone Biologics Corp. (TSBX)](/topic/$tsbx) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [PMV Pharmaceuticals, Inc. (PMVP)](/topic/$pmvp) [Kronos Bio, Inc. (KRON)](/topic/$kron) [IO Biotech, Inc. (IOBT)](/topic/$iobt) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [AbbVie Inc (ABBV)](/topic/$abbv) [Nuvation Bio Inc. (NUVB)](/topic/$nuvb) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Candel Therapeutics, Inc. (CADL)](/topic/$cadl) [Prelude Therapeutics Inc. (PRLD)](/topic/$prld) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Moderna Inc (MRNA)](/topic/$mrna) [OS Therapies Incorporated (OSTX)](/topic/$ostx) [Vertex Protocol (VRTX)](/topic/$vrtx) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@hulivili @MDollares Isnt it Jan 21"  
[X Link](https://x.com/Stmkrs/status/1875078629161566574)  2025-01-03T07:15Z [--] followers, [---] engagements


"@JacobPlieth @ApexOnco Buyout Merger It will be a year later but ATRA is still getting the [--] milestone payment upon approval. And then there is royalties. And the rest of the pipeline. Even with zero value attributable to the rest of the pipeline (does this make sense) ATRA seems undervalued"  
[X Link](https://x.com/Stmkrs/status/1880712024470306841)  2025-01-18T20:21Z [--] followers, [--] engagements


"@rajvgurudev Buyout rumors"  
[X Link](https://x.com/Stmkrs/status/1884694013501968717)  2025-01-29T20:04Z [--] followers, [--] engagements


"- progress with MSD partnership (hopefully MSD exercising the option to license assets) To my understanding; based on latest sec filing there were 1.913.464 ADSs outstanding before the offering. Add thw [-------] ADS shares from the offering today = 5910815"  
[X Link](https://x.com/Stmkrs/status/1885016081980444892)  2025-01-30T17:23Z [--] followers, [--] engagements


"At current stock price (around $2.4) market cap is around 14M (not accounting for the outstanding warrants)"  
[X Link](https://x.com/Stmkrs/status/1885016116872835117)  2025-01-30T17:23Z [--] followers, [--] engagements


"$bolt Looks very interesting at current valuation"  
[X Link](https://x.com/Stmkrs/status/1889388640180081132)  2025-02-11T18:58Z [--] followers, [--] engagements


"@Backstabbed14 @boogeymantradez @professorDman1 Series B warrants are being reprices based on the lowest single-day VWAP (and number of shares increase proportionally which is loads of millions of warrants). + cashless exercise option of all these warrants"  
[X Link](https://x.com/Stmkrs/status/1895502283020091515)  2025-02-28T15:52Z [--] followers, [---] engagements


"$LXRX We have two studies showing that the 10mg dose works while the 20mg dose doesnt. In PROGRESS study: 10mg works 20mg--10mg works 20mg doesnt. In RELIEF-DPN study: 100mg--10mg works 200mg--20mg doesnt. Pretty consistent. Suggests benefit at 10mg not a chance finding"  
[X Link](https://x.com/Stmkrs/status/1896545275923374384)  2025-03-03T12:56Z [--] followers, [---] engagements


"@TheRealupnDown Similar case with $XLO Whenever cash runs out they announce a deal. First saved by Gilead. Then Abbvie. And still running out of cash soon"  
[X Link](https://x.com/Stmkrs/status/1898359391729889436)  2025-03-08T13:05Z [--] followers, [--] engagements


"$SPRB How is it possible these transactions (Oct [----] Dec [----] Jan 2025) were first reported only days ago Arent they material enough to warrant reporting"  
[X Link](https://x.com/Stmkrs/status/1912876818522124412)  2025-04-17T14:32Z [---] followers, [---] engagements


"@PirateWaffle"  
[X Link](https://x.com/Stmkrs/status/1917994546627006586)  2025-05-01T17:28Z [--] followers, [---] engagements


"$aplt Major info I had missed. terrible decision by management "In July [----] we concluded the double-blind placebo-controlled portion of the Phase 2/3 INSPIRE trial and began transitioning patients to the open-label treatment phase prior to all patients completing [--] months""  
[X Link](https://x.com/Stmkrs/status/1924511375411331465)  2025-05-19T17:04Z [--] followers, [---] engagements


"$NUVB The more I read about NUVB the more irrational the dip seems. Great cash balance. Best in class approved product (ok small target population but still blockbuster potential). Great pipeline. CEO with promising background. Any thoughts I dont get it"  
[X Link](https://x.com/Stmkrs/status/1933252047291220099)  2025-06-12T19:56Z [--] followers, [---] engagements


"$lyra High probability of approval without another ph3 for non-polyp patients. LYRA going for approval based on one clearly positive ph3 plus strong supporting evidence. But LYRA wil have to reveal more data on ENLIGHTEN-1 (e.g. post-hoc analyses in better selected non-polyp pts)"  
[X Link](https://x.com/Stmkrs/status/1934175561745649673)  2025-06-15T09:06Z [--] followers, [--] engagements


"$lyra Being held down due to imminent cash raise. But wait if LYRA waits for FDA feedback first Marker cap $15M vs $300M before ENLIGHTEN [--]. If FDA allows NDA without another ph3 LYRA is going much much higher. If not I hope they aim for a deal (vs doing [--] ph3s alone)"  
[X Link](https://x.com/Stmkrs/status/1934175997131133432)  2025-06-15T09:07Z [--] followers, [--] engagements


"$SRPT Seems like an overreaction to me. Sales in ambulatory pts will probably be hurt as well. But PMO sales (1B revenue) plus pipeline sufficient for a rebound from here"  
[X Link](https://x.com/Stmkrs/status/1934694156653511141)  2025-06-16T19:26Z [--] followers, [----] engagements


"@Spruce_Bio $SPRB https://www.fda.gov/news-events/press-announcements/fda-issue-new-commissioners-national-priority-vouchers-companies-supporting-us-national-interests https://www.fda.gov/news-events/press-announcements/fda-issue-new-commissioners-national-priority-vouchers-companies-supporting-us-national-interests"  
[X Link](https://x.com/Stmkrs/status/1934991571457331276)  2025-06-17T15:08Z [---] followers, [--] engagements


"$capr I hadnt had the time to look into the natural history cohort. It seems that improvement of heart function in [--] years is unprecedented especially for more advanced non-ambulatory patients. 4-year data show no/very small deterioration. This cant be a chance finding"  
[X Link](https://x.com/Stmkrs/status/1936543671597289845)  2025-06-21T21:56Z [--] followers, [----] engagements


"$KALA When does the run up to Q3 readout start"  
[X Link](https://x.com/Stmkrs/status/1937526659688603919)  2025-06-24T15:02Z [--] followers, [---] engagements


"$inmb I dont get it. Why would anyone invest $19M if results are bad Without warrants. On the other hand if results are good why would INMB offer shares so cheaply"  
[X Link](https://x.com/Stmkrs/status/1938656770722877910)  2025-06-27T17:52Z [--] followers, [----] engagements


"@TaxiBiotech Stock price after offering depends on how the market sees the raise. Positive so far. Also offering was pre-funded warrants. So outstanding shares still the same until warrants are exercised (and of course they will be exercised eventually as will the preferred shares)"  
[X Link](https://x.com/Stmkrs/status/1938878174164852860)  2025-06-28T08:32Z [--] followers, [--] engagements


"$BIVI 5/ Longevity Still Prints in a Post-AI Pivot World Everyone pivoted to AI. But anti-aging funding didnt die it just matured. 👉🏼 NewLimit ($130M Series A) 🔹Preclin; cell rejuvenation via epigenetic reprog. 🔹Yamanaka factor tuning without oncogenic risk Platform play backed 5/ Longevity Still Prints in a Post-AI Pivot World Everyone pivoted to AI. But anti-aging funding didnt die it just matured. 👉🏼 NewLimit ($130M Series A) 🔹Preclin; cell rejuvenation via epigenetic reprog. 🔹Yamanaka factor tuning without oncogenic risk Platform play backed"  
[X Link](https://x.com/Stmkrs/status/1941830275626877376)  2025-07-06T12:03Z [---] followers, [---] engagements


"$ACHV https://seekingalpha.com/article/4799715-achieve-life-sciences-nearing-commercialization-of-smoking-cessation-product https://seekingalpha.com/article/4799715-achieve-life-sciences-nearing-commercialization-of-smoking-cessation-product"  
[X Link](https://x.com/Stmkrs/status/1942284078474223699)  2025-07-07T18:06Z [--] followers, [---] engagements


"$jspr $CLDX Better pk (q8w dosing) Better safety Better efficacy JSPR MC $46M vs CLDX MC $1.4B Of course CLDX is much more advanced in clinical development + has cash (vs JSPR that needs to raise NOW). Still the valuation gap is crazy"  
[X Link](https://x.com/Stmkrs/status/1942433195263467892)  2025-07-08T03:58Z [---] followers, [---] engagements


"$JSPR $CLDX "Mild" based on whom Based on assessing clinicians I don't think patients would consider such skin changes mild. Zero skin discoloration in JSPR studies so far"  
[X Link](https://x.com/Stmkrs/status/1942440621211357413)  2025-07-08T04:28Z [---] followers, [---] engagements


"$bctx Why the [----] cut-off I dont get it"  
[X Link](https://x.com/Stmkrs/status/1942982650618319005)  2025-07-09T16:22Z [--] followers, [---] engagements


"$BCTX The more I read on this one the more clear it becomes that it is low-priced for good reasons"  
[X Link](https://x.com/Stmkrs/status/1943050658917290336)  2025-07-09T20:52Z [--] followers, [----] engagements


"$EVAX Raised $4M at 89% premium while at the same time halving the debt. Lets see what happens today. Si far market underreacting"  
[X Link](https://x.com/Stmkrs/status/1943660142286811347)  2025-07-11T13:14Z [---] followers, [---] engagements


"@BioValues $VYNE $KALA $JSPR $EVAX $CAPR $SGMO $NUVB $QURE $AZTR $QNRX"  
[X Link](https://x.com/Stmkrs/status/1944256690808914119)  2025-07-13T04:44Z [---] followers, [----] engagements


"$dmac very interesting results. DMAC potential to enter [--] multibillion $ markets. I dont get current valuation. Stroke interim readout within cash runway but company will probably raise before that"  
[X Link](https://x.com/Stmkrs/status/1945830835573133764)  2025-07-17T12:59Z [---] followers, [---] engagements


"@TheRealupnDown Why Or is this ironic"  
[X Link](https://x.com/Stmkrs/status/1946227848114581535)  2025-07-18T15:17Z [--] followers, [--] engagements


"@PirateWaffle What bounce If news are valid it will be a huge hit to SRPT's plan Their worst case scenario accounting for $500M annual revenue by Elevidys which seems will be zero. Lot more downside if withdrawal of Elevidys is announced officially"  
[X Link](https://x.com/Stmkrs/status/1946268953279443146)  2025-07-18T18:00Z [--] followers, [--] engagements


"@PirateWaffle Unless you are planning to buy then"  
[X Link](https://x.com/Stmkrs/status/1946276849023173068)  2025-07-18T18:32Z [--] followers, [--] engagements


"@Sanctuary_Bio @HealthcareNinj1 Well there are [--] deaths after approval. [--] different product but same adenovirus platform. The question is whether there is convincing enough rationale this a non-ambulatory patients problem only"  
[X Link](https://x.com/Stmkrs/status/1946603180688834785)  2025-07-19T16:08Z [---] followers, [---] engagements


"@PirateWaffle I havent looked for a few months. To my understanding based on the last PR there arent any warrants left rights"  
[X Link](https://x.com/Stmkrs/status/1947872653479379076)  2025-07-23T04:13Z [---] followers, [--] engagements


"@AaronRosenblum5 @PirateWaffle Diacontinuation at high dose Where is this info When did the company talked down odda of being as good as opz"  
[X Link](https://x.com/Stmkrs/status/1948119524584108463)  2025-07-23T20:34Z [---] followers, [---] engagements


"@PirateWaffle Graph looks nice. But translates to the photos you see. Obviously better improvement expected at 24w vs 16w. At 16w V-FASI75 in just [--] patient"  
[X Link](https://x.com/Stmkrs/status/1948192323579318659)  2025-07-24T01:23Z [---] followers, [---] engagements


"@PirateWaffle For patients to make sense to use long term a daily cream it needs a high F-VASI75. Or else the result is what you see in the photo (not meaningful improvement- I would say first patient looks worse with treatment). The reddit tolerabity post was also quite concering"  
[X Link](https://x.com/Stmkrs/status/1948193744785649806)  2025-07-24T01:29Z [---] followers, [---] engagements


"@PirateWaffle It is aimed to be used long term. So black box warning or not it has to be tolerable. Note it will be stat sign vs placebo (not SOC). Needs to have a decent F-VASI50/75 to stand a chance. Also 24weeks is too little. Maybe they have better selected patients in ph2b and do better"  
[X Link](https://x.com/Stmkrs/status/1948218450439971119)  2025-07-24T03:07Z [---] followers, [---] engagements


"$KALA Big readout coming in few months"  
[X Link](https://x.com/Stmkrs/status/1948728288366514661)  2025-07-25T12:53Z [---] followers, [---] engagements


"@PirateWaffle @trentkelp I am pretty sure the title of the PR will include the word "positive" in it. Good chance of a pump even if data are not great. but good chance data will be great"  
[X Link](https://x.com/Stmkrs/status/1948733183702323404)  2025-07-25T13:12Z [---] followers, [---] engagements


"$KALA Early phase data pretty impressive. Especially the patienr with PCED for [---] days that resolved within a week of KPI-012 treatment"  
[X Link](https://x.com/Stmkrs/status/1948932188067488179)  2025-07-26T02:23Z [---] followers, [---] engagements


"$KALA Base case scenario is KALA needing a ph3 for approval. But if results from current trial are convincing enough I wouldn't rule out an early approval pathway"  
[X Link](https://x.com/Stmkrs/status/1948932760703205787)  2025-07-26T02:25Z [---] followers, [---] engagements


"$vyne needs stellar results to be competitive in vitiligo (vs topical calcineurin inhibitors and topical ruxolitinib). ph2b results may have a better results compared to ph1b considering 3% dosing cohort gel (vs ointment) formulation and 24w (vs 16w) treatment"  
[X Link](https://x.com/Stmkrs/status/1949377000847835572)  2025-07-27T07:51Z [---] followers, [---] engagements


"$adap was not following this one. pretty desparate sales. Not even royalties"  
[X Link](https://x.com/Stmkrs/status/1949833037727797463)  2025-07-28T14:03Z [---] followers, [---] engagements


"$adap I am assuming they plan to sell /partner remaining assets as well Next Concentra acquisition"  
[X Link](https://x.com/Stmkrs/status/1949840822700060988)  2025-07-28T14:34Z [---] followers, [---] engagements


"$adap So they get $55M plus $30M potential milestones. But trading at $30M Makes sense if they plan to advance their pipeline alone. But I assume they will sell/merge"  
[X Link](https://x.com/Stmkrs/status/1949859159953866814)  2025-07-28T15:47Z [---] followers, [---] engagements


"$adap Any feedback on the financials here Looks like a typical Concentra acquisition target. But financials too complicated for me"  
[X Link](https://x.com/Stmkrs/status/1950146512287088931)  2025-07-29T10:48Z [---] followers, [---] engagements


"$bolt interesting. Cash $58M as of March [--] runway through mid-2026. vs MC $11M. Small float after RS. looking to partner post-ph1 asset by end of 2025.2nd asset with ph1 data within cash runway. Genmab collab for up to [--] assets (so far working on 2) + collab with Toray"  
[X Link](https://x.com/Stmkrs/status/1950853954939637769)  2025-07-31T09:40Z [---] followers, [---] engagements


"$KALA What am I missing here Valuation seems crazy low if ongoing ph2b hits. And ph1 data pretty impressive"  
[X Link](https://x.com/Stmkrs/status/1951361651032154127)  2025-08-01T19:17Z [---] followers, [---] engagements


"@Biotech2k1 I just started following $SANA. What are your concerns about the HIP islet cells transplantation To my understanding delays had to do with manufacturing issues (reliable master cell bank potential for prosuction to covee trial needs). they seem ready for ph1"  
[X Link](https://x.com/Stmkrs/status/1954449818819891426)  2025-08-10T07:48Z [---] followers, [---] engagements


"$lyra Cash runway through Q3 [----]. Plans to request NDA for non-polyp indication without 3rd RCT. I think FDA should accept but who knows. Huge potential catalyst"  
[X Link](https://x.com/Stmkrs/status/1955486749934657826)  2025-08-13T04:29Z [---] followers, [---] engagements


"@Biotech2k1 Interested why you are dismissing QURE. Planned BLA for HD in Q1 [----]. Probably not the best one long term. But may be the only option for a while. Good data so far. Data update this Sep. 92% seizure reduction in 1st patient treated for refractory medial temporal lobe epilepsy"  
[X Link](https://x.com/Stmkrs/status/1956684939295891783)  2025-08-16T11:50Z [---] followers, [---] engagements


"@PirateWaffle Are you still watching this one"  
[X Link](https://x.com/Stmkrs/status/1958275564487196726)  2025-08-20T21:10Z [---] followers, [---] engagements


"I dont think this is happening. But I think Trump administration is against mrna vaccines. Not vaccines in general. Should be good for $NVAX BREAKING: The Trump administration plans to reportedly remove COVID-19 vaccines from the US market within months per Newsweek BREAKING: The Trump administration plans to reportedly remove COVID-19 vaccines from the US market within months per Newsweek"  
[X Link](https://x.com/Stmkrs/status/1960335063750480315)  2025-08-26T13:34Z [---] followers, [---] engagements


"@boogeymantradez Concentra has done a great job removing many of these zombie biotechs from the market. I hope VYNE is next"  
[X Link](https://x.com/Stmkrs/status/1961072129966813268)  2025-08-28T14:23Z [---] followers, [---] engagements


"@medstudentinvst Interesting. Wouldnt they notice this in DIO mice model"  
[X Link](https://x.com/Stmkrs/status/1966210155193704468)  2025-09-11T18:40Z [---] followers, [--] engagements


"$GUTS Any concerns here (beyond the terrible cash raise) Data and science seem pretty solid. Market potential also very solid"  
[X Link](https://x.com/Stmkrs/status/1966426369451041248)  2025-09-12T08:59Z [---] followers, [---] engagements


"@financebully @AppleHelix @jesse_brodkin Prior studies have shown durability to [--] years. This means [--] years of no glp1"  
[X Link](https://x.com/Stmkrs/status/1971556583206453654)  2025-09-26T12:44Z [---] followers, [--] engagements


"@PirateWaffle @RNAiAnalyst Shouldnt be a problem with payers considering they are saving from 1-2 (more) years of glp1"  
[X Link](https://x.com/Stmkrs/status/1971558601173909616)  2025-09-26T12:52Z [---] followers, [--] engagements


"$IOBT Ok. I get it. No cash and needs a 2nd ph3. But market is really giving to credit to the company and the pipeline right now. Basket trial readout later this year. Will probably raise then"  
[X Link](https://x.com/Stmkrs/status/1972633631152877633)  2025-09-29T12:04Z [---] followers, [---] engagements


"@PirateWaffle Move in $SPRB is literally insane (to think that I once bought in the pink market at $5-7 but sold at $10-12.) I own $QNRX and have been trading it for a while now (also AZTR for Netherton). For LNGV I hope they succeed in an AD partnership or achieve a decent offering"  
[X Link](https://x.com/Stmkrs/status/1975547130925506820)  2025-10-07T13:01Z [---] followers, [---] engagements


"@MartinShkreli A look at QNRX maybe now. Decent PIPE today. Potential NDA late [----] for Netherton syndrome. Most advanced biotech for Netherton indication. Great results in prior trials"  
[X Link](https://x.com/Stmkrs/status/1976707554114756786)  2025-10-10T17:53Z [---] followers, [---] engagements


"@Biotech2k1 How about $BCRX now after Astria acquisition. They already have the oral prophylaxis market. Now they get a good chance to enter Sc prophylaxis market with a q3-6 months option and an already established commercial infrastructure"  
[X Link](https://x.com/Stmkrs/status/1978471979070947628)  2025-10-15T14:44Z [---] followers, [---] engagements


"$XBI Despite the huge rally in biotech there are still some names trading much below cash. Probably for good reasons. But a few of them I like: $BCYC $DTIL $KPRX $AVIR $ZNTL $FATE $XLO $PLRX $SCYX $ACET $MGX (most for trading purposes rather than long term for now)"  
[X Link](https://x.com/Stmkrs/status/2007312774448476651)  2026-01-03T04:47Z [---] followers, [----] engagements


"$xlo Now trading below the upfront payment by Abbvie"  
[X Link](https://x.com/Stmkrs/status/1892960468248977669)  2025-02-21T15:31Z [--] followers, [--] engagements


"$lyra is getting ridiculously cheap again following a positive ph3 trial. Main catalyst for now is FDA potentially accepting an NDA for non-polyp patients based on available data. And there are very good reasons for FDA to do so"  
[X Link](https://x.com/Stmkrs/status/1932755906040902130)  2025-06-11T11:04Z [---] followers, [--] engagements


"$tsbx No info on the CVR"  
[X Link](https://x.com/Stmkrs/status/1938611663479115980)  2025-06-27T14:53Z [---] followers, [---] engagements


"$tsbx Marlet valuing the CVR potential at just $0.01 right now. Interesting"  
[X Link](https://x.com/Stmkrs/status/1938622075130015756)  2025-06-27T15:34Z [---] followers, [--] engagements


"$TSBX $XOMA What is XOMA getting from this deal"  
[X Link](https://x.com/Stmkrs/status/1938835342041522638)  2025-06-28T05:42Z [---] followers, [--] engagements


"$elev CVR being valued at just 0.01$"  
[X Link](https://x.com/Stmkrs/status/1939699758043386281)  2025-06-30T14:57Z [---] followers, [---] engagements


"$evax I think $IOBT data are bullish for EVAX as well"  
[X Link](https://x.com/Stmkrs/status/1955253509625930013)  2025-08-12T13:02Z [---] followers, [---] engagements


"@Biotech2k1 @DesertDweller93 I am not aware of any approved disease-modifying treatment. Which options are you refering to (outside of clinical trials)"  
[X Link](https://x.com/Stmkrs/status/1971274965552185703)  2025-09-25T18:05Z [---] followers, [---] engagements


"$capr https://seekingalpha.com/article/4826578-capricor-therapeutics-stock-buy-ahead-phase-3-topline-clarified-regulatory-pathway https://seekingalpha.com/article/4826578-capricor-therapeutics-stock-buy-ahead-phase-3-topline-clarified-regulatory-pathway"  
[X Link](https://x.com/Stmkrs/status/1972650242383425841)  2025-09-29T13:10Z [---] followers, [---] engagements


"$calc anyone serious here Huge binary readout early [----] (within cash runway. No competition for the indication. Multi-billion $ market. Insiders keep buying lately. Decent prior data"  
[X Link](https://x.com/Stmkrs/status/1974760463708660137)  2025-10-05T08:55Z [---] followers, [---] engagements


"@seedy19tron Interested in why you are so certain $CAPR will fail in HOPE-3 Thanks"  
[X Link](https://x.com/Stmkrs/status/1980054402669932638)  2025-10-19T23:32Z [---] followers, [----] engagements


"$NEUP Interesting - PTSD indications seems more achievable - Merck-partnered asset for AD treatment as add-on to ACEi - Cash runway extended through Q2 [----] - Stretegic alternative evaluation - Trading close to cash should rebound comsiderably"  
[X Link](https://x.com/Stmkrs/status/1980619803992756498)  2025-10-21T12:58Z [---] followers, [---] engagements


"$vtgn What is the bear thesis for VTGN readout Beyond Palisade [--] failure (several good reasons why it might have failed and many modifications in subsequent trials to improve chances of success)"  
[X Link](https://x.com/Stmkrs/status/1982300350540365912)  2025-10-26T04:16Z [---] followers, [---] engagements


"@Anders_Research Thanks for sharing. How do you look for these anecdotes in Reddit"  
[X Link](https://x.com/Stmkrs/status/1983372876947566992)  2025-10-29T03:18Z [---] followers, [---] engagements


"@Anders_Research Next is the one you shared. Nth else I can find so far https://www.reddit.com/r/Anxiety/comments/1h30ss0/fasedienol/utm_source=chatgpt.com https://www.reddit.com/r/Anxiety/comments/1h30ss0/fasedienol/utm_source=chatgpt.com"  
[X Link](https://x.com/Stmkrs/status/1983380246888935802)  2025-10-29T03:47Z [---] followers, [--] engagements


"$VTGN A couple of positive experiences from the open label"  
[X Link](https://x.com/Stmkrs/status/1983387195504529766)  2025-10-29T04:15Z [---] followers, [----] engagements


"$PDSB Why market doesnt care"  
[X Link](https://x.com/Stmkrs/status/1983554415299530875)  2025-10-29T15:19Z [---] followers, [----] engagements


"$PDSB Is this a Type A or B meeting"  
[X Link](https://x.com/Stmkrs/status/1983563626284814470)  2025-10-29T15:56Z [---] followers, [---] engagements


"$PDSB worst case scenario if I count all censored cases as dead median OS is around 23m"  
[X Link](https://x.com/Stmkrs/status/1983571685480554936)  2025-10-29T16:28Z [---] followers, [---] engagements


"$NTLA Far from an expert on the topic. But based on the timing of liver toxicity the thinking is that it is not LNP-related. Hence does not extend to the HAE program. HAE trial is completely enrolled with all patients several weeks post treatment. So no surprises expected there"  
[X Link](https://x.com/Stmkrs/status/1983709067299451261)  2025-10-30T01:34Z [---] followers, [----] engagements


"$NTLA Better efficacy could justify some manageable short-term (weeks post dose) hepatotoxicity risk"  
[X Link](https://x.com/Stmkrs/status/1983768894134182382)  2025-10-30T05:32Z [---] followers, [---] engagements


"$tecx Good dip after good data to buy. Next catalyst readout from competing molecule by Astra Zeneca"  
[X Link](https://x.com/Stmkrs/status/1984277204361195576)  2025-10-31T15:12Z [---] followers, [---] engagements


"@mtheory11bio What happens Thursday"  
[X Link](https://x.com/Stmkrs/status/1985783766904656269)  2025-11-04T18:58Z [---] followers, [---] engagements


"$CAPR $BHVN $QURE Similar to CAPR. FDA cancels plans of AdCom (most likely because AdCom would be supportive) and gives a CRL to BHVN. In all cases FDA takes back prior guidance on approval based on external control at huge economical cost and delays for the companies and pts"  
[X Link](https://x.com/Stmkrs/status/1985907765827801408)  2025-11-05T03:11Z [---] followers, [----] engagements


"$CAPR $BHVN $QURE $XBI"  
[X Link](https://x.com/Stmkrs/status/1985917016998359386)  2025-11-05T03:48Z [---] followers, [---] engagements


"@PikaCapital Partnership"  
[X Link](https://x.com/Stmkrs/status/1985917805309345831)  2025-11-05T03:51Z [---] followers, [--] engagements


"$CAPR $QURE $BHVN $XBI Prasad vs - DMD patient community - HD patient community - now also SCA patient community - experts on above diseases (notably FDA cancelled Adcoms for CAPR and BHVN)"  
[X Link](https://x.com/Stmkrs/status/1985922160440066506)  2025-11-05T04:08Z [---] followers, [----] engagements


"$QURE $BHVN I couldnt agree more. DMD HD SCA patient communities and experts won't stay silent. There has to be regulatory flexibility for such patients. 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/Stmkrs/status/1985965885333357010)  2025-11-05T07:02Z [---] followers, [----] engagements


"$TECX Still no news from AZN I think"  
[X Link](https://x.com/Stmkrs/status/1986329765725306975)  2025-11-06T07:08Z [---] followers, [----] engagements


"No news good news. Stock was down in anticipation of AZN Q3 update. $TECX Still no news from AZN I think https://t.co/hcfbnuCACZ $TECX Still no news from AZN I think https://t.co/hcfbnuCACZ"  
[X Link](https://x.com/Stmkrs/status/1986448882524365179)  2025-11-06T15:01Z [---] followers, [---] engagements


"$ntla Patient died. not good"  
[X Link](https://x.com/Stmkrs/status/1986546751541543128)  2025-11-06T21:30Z [---] followers, [---] engagements


"@Biotech2k1 Per FDA guidamce they expanded ph3 population to include anyone above [--]. This actually doubles the number of eligible patients"  
[X Link](https://x.com/Stmkrs/status/1986958911996395616)  2025-11-08T00:48Z [---] followers, [--] engagements


"$SCYX I am restarting a position here. Trading at around 38% of cash with a 2-year runway and a promising next-generation antifungal still early stage but maybe to partner. Not the most exciting biotech but too cheap right now"  
[X Link](https://x.com/Stmkrs/status/1988279864189657504)  2025-11-11T16:17Z [---] followers, [---] engagements


"$lyra Ok I dont like Perceptives selling but this has gotter back to where it was before announcing a positive ph3"  
[X Link](https://x.com/Stmkrs/status/1988313620716151128)  2025-11-11T18:31Z [---] followers, [---] engagements


"$lyra Can anyone explain why a $7M market cap makes sense for this company with a positive ph3 trial Ok they need another phase [--] and cash to run it. But still"  
[X Link](https://x.com/Stmkrs/status/1988317569913348130)  2025-11-11T18:47Z [---] followers, [---] engagements


"@BiomedicalRX $SANA $1B mc doesnt make sense vs $IPSC"  
[X Link](https://x.com/Stmkrs/status/1989006203410862297)  2025-11-13T16:23Z [---] followers, [---] engagements


"@BiomedicalRX Similar cash. Better runway for $IPSC . Exact same idea for DM1. Both IND in [----]. Only difference is POC in a single patient by $SANA"  
[X Link](https://x.com/Stmkrs/status/1989018180950606015)  2025-11-13T17:11Z [---] followers, [---] engagements


"@PirateWaffle You dont like their DM1 asset See at SANA valuation. Single patient POC. At IND stage. Very similar to IPSC. 10x the mc"  
[X Link](https://x.com/Stmkrs/status/1989044680261021812)  2025-11-13T18:56Z [---] followers, [--] engagements


"@BiomedicalRX One concern is if they can trully get an IND in [----]. It has taken forever for SANA"  
[X Link](https://x.com/Stmkrs/status/1989202815462572162)  2025-11-14T05:24Z [---] followers, [---] engagements


"@seedy19tron Ah its from the FT article. Strange. Because 9.2bn is $281 (unless they include a CVR)"  
[X Link](https://x.com/Stmkrs/status/1989274319185420609)  2025-11-14T10:08Z [---] followers, [----] engagements


"@PirateWaffle I ve been seeing the same. XBI goes down x. Those small caps go down 2x. XBI goes up x they go up 1/2x. Lots of small caps still at the bottome or making new lows"  
[X Link](https://x.com/Stmkrs/status/1989352586277966210)  2025-11-14T15:19Z [---] followers, [--] engagements


"$VNDA Why market doesnt care https://vandapharmaceuticalsinc.gcs-web.com/node/16641/pdf https://vandapharmaceuticalsinc.gcs-web.com/node/16641/pdf"  
[X Link](https://x.com/Stmkrs/status/1990649737561677992)  2025-11-18T05:14Z [---] followers, [---] engagements


"$AGIO Overreaction. Cleanically meaningful benefit in responders + PDUFA Dec"  
[X Link](https://x.com/Stmkrs/status/1991151134723985802)  2025-11-19T14:26Z [---] followers, [---] engagements


"$AGIO why does market believe there is no commercial potential for SCD indication good response in 40% of patients with clinically meaningful reduction in SCPC SCPC hospitalization and fatigue. Anything better out there (or coming anytime soon) for these patients"  
[X Link](https://x.com/Stmkrs/status/1991477811585118635)  2025-11-20T12:04Z [---] followers, [---] engagements


"$AGIO I don't see any ph3 competition for thalassemia indication (beyond gene therapy). No ph3 in thalassemia by NVO for etavopivat Am I missing sth https://clinicaltrials.gov/searchaggFilters=phase:3&cond=Thalassemia https://clinicaltrials.gov/searchaggFilters=phase:3&cond=Thalassemia"  
[X Link](https://x.com/Stmkrs/status/1991583300276879713)  2025-11-20T19:03Z [---] followers, [---] engagements


"$capr This can't be a serious argument. According to the argument CDCs cant get to the heart because of the pericardium . Doesnt make sense at all"  
[X Link](https://x.com/Stmkrs/status/1993399799115399247)  2025-11-25T19:22Z [---] followers, [----] engagements


"$CAPR @anthonystaj I'll start positive (not attacking you). Good report. Sincerely. Just pointing out where I disagree. So is it more rational to administer myoblasts in a single muscle note also very different mechanism of action (delivering dystrophin) (PMID 7651473)"  
[X Link](https://x.com/Stmkrs/status/1993570708220526903)  2025-11-26T06:41Z [---] followers, [----] engagements


"@ValueForAll1 For learning purpsose Royalty Sub value is lower that the 100+M cap owed to HCR Not worth it for partners to pay-out HCR or transfer the rights and keep what is left after the 100+M What about CLS-AX and IND-ready assets What rights does HCR has to those"  
[X Link](https://x.com/Stmkrs/status/1993620109383155899)  2025-11-26T09:57Z [---] followers, [---] engagements


"@ValueForAll1 Btw where can you listen to the hearing"  
[X Link](https://x.com/Stmkrs/status/1993621163860451400)  2025-11-26T10:01Z [---] followers, [--] engagements


"@pick1998_2 Interesting. Why do you think it will fail"  
[X Link](https://x.com/Stmkrs/status/1995565058181792182)  2025-12-01T18:46Z [---] followers, [---] engagements


"$VTGN Thnx. I have been looking for a short thesis on this one. Market clearly not expecting the ph3 to hit. I'm pretty negative on this upcoming $VTGN readout. I could see the stock trading into the $1's upon failure. https://t.co/IuUcXuBW3m I'm pretty negative on this upcoming $VTGN readout. I could see the stock trading into the $1's upon failure. https://t.co/IuUcXuBW3m"  
[X Link](https://x.com/Stmkrs/status/1995597717347979348)  2025-12-01T20:55Z [---] followers, [----] engagements


"$jspr Very curious what they found in their investigation. Probably nth based on prior PRs and Sec filings"  
[X Link](https://x.com/Stmkrs/status/1995608707129111029)  2025-12-01T21:39Z [---] followers, [----] engagements


"$JSPR good summary $JSPR +24% 8:30am ET TLDR: the drug works biologically (MAST CELLS) and manufacturing issues look resolved. However more data needed to show clearly de-risked commercially competitive asthma/CSU asset. For those not familiar with the history: $JSPR bad batch scare from https://t.co/lHRY35sXJa $JSPR +24% 8:30am ET TLDR: the drug works biologically (MAST CELLS) and manufacturing issues look resolved. However more data needed to show clearly de-risked commercially competitive asthma/CSU asset. For those not familiar with the history: $JSPR bad batch scare from"  
[X Link](https://x.com/Stmkrs/status/1995851118405189927)  2025-12-02T13:42Z [---] followers, [---] engagements


"$JSPR This pump-and-dump is undeserved. New Beacon data in early Q1 [----] which is within runway + interesting (not impressive yet) asthma data (maybe better with repeat dosing or by better identifying responders)"  
[X Link](https://x.com/Stmkrs/status/1995851492579037475)  2025-12-02T13:44Z [---] followers, [---] engagements


"$VTGN I think this dip is a buying opportunity. At the least fir a swing trade. Still contemplating whether ti hold through the readout. Market clearly expects it to fail and for good reasons. But I still think trial has decent chance of succeeding"  
[X Link](https://x.com/Stmkrs/status/1996123867501527332)  2025-12-03T07:46Z [---] followers, [---] engagements


"@Biotenic $VTGN In PALISADE [--] both CGI amd PGI consistent (and convincingly positive). Why focus only on the negative aspects of poorly conducted trials"  
[X Link](https://x.com/Stmkrs/status/1996131647054287181)  2025-12-03T08:17Z [---] followers, [----] engagements


"$VTGN The next big binary after $CAPR Topline by the end of the year. If positive upside should be huge. Beyond entering a multi-$B TAM it would validate the whole portfolio including other large indications (e.g. depression menopause hot flashes cancer cachexia)"  
[X Link](https://x.com/Stmkrs/status/1996303418390905342)  2025-12-03T19:39Z [---] followers, [----] engagements


"$QURE I think best case scenario is AA after a confirmatory RCT has started and is well-enrolled"  
[X Link](https://x.com/Stmkrs/status/1996572283947593909)  2025-12-04T13:28Z [---] followers, [---] engagements


"$QNRX If the AH dip is not due to a leak or news I am missing (seems to be the case considering the low volume) this has a lot of upside. Market seems to have missed renew of PRV This means $QNRX will eventually be eligibe for a $100-150M-worth voucher"  
[X Link](https://x.com/Stmkrs/status/1996841571988521022)  2025-12-05T07:18Z [---] followers, [---] engagements


"$VTGN My dd on VTGN for anyone interested https://biotechpharmainvestor.substack.com/p/vistagen-therapeutics-a-buy-ahead https://biotechpharmainvestor.substack.com/p/vistagen-therapeutics-a-buy-ahead"  
[X Link](https://x.com/Stmkrs/status/1999264525351280872)  2025-12-11T23:46Z [---] followers, [----] engagements


"$rzlt Very interesting after the dip. (1) Good chance of run up to tumor trial readout (2) Market probably underestimating probability of success of the tumor trial (3) I suspect that the congenital indication is not dead yet (more on that when I find time) (4) reassuring cash"  
[X Link](https://x.com/Stmkrs/status/1999436545783398888)  2025-12-12T11:09Z [---] followers, [---] engagements


"$QURE Has the company explain what is FDA's issue Need longer-term follow up Need RCT data Sth wrong with current data"  
[X Link](https://x.com/Stmkrs/status/2000560367362294165)  2025-12-15T13:35Z [---] followers, [---] engagements


"$BHVN who was in BHVN fo the MDD trial It's all about the degraders"  
[X Link](https://x.com/Stmkrs/status/2004000963208818745)  2025-12-25T01:27Z [---] followers, [---] engagements


"$SGMO I am baffled by the lack of Fabry deal so far. Why (1) Regulatory concerns BLA has started so doesnt seem an issue (but I wouldn't be surprised by a CRL) (2) Management failure (3) Are longs overestimating the potential $SGMO MARK THIS POST. ST-920 is one of the few GT assets where the economics support a high-value partnership as key organ data and regulatory clarity have recently converged. Demandaccess alignment is 🔑 in GT = when patients want it and payers are economically motivated to $SGMO MARK THIS POST. ST-920 is one of the few GT assets where the economics support a high-value"  
[X Link](https://x.com/Stmkrs/status/2005157841217503555)  2025-12-28T06:04Z [---] followers, [----] engagements


"$FATE This one seems forgotten. But seems like a good time to start looking back at $FATE. Cash runway to the end of [----] iPSC-derived + off-the-shelf + possibly without lymphodepletion CAR-Ts Targeting autoimmunity hemo-oncology and solid tumors Trading much below cash"  
[X Link](https://x.com/Stmkrs/status/2005485539341091093)  2025-12-29T03:46Z [---] followers, [---] engagements


"$FATE I am starting a position here. Too cheap with a lot going on. What is the bear thesis for FATE https://substack.com/profile/160232761-biotech-pharma-investor/note/c-192684572r=2nece1 $FATE This one seems forgotten. But seems like a good time to start looking back at $FATE. Cash runway to the end of [----] iPSC-derived + off-the-shelf + possibly without lymphodepletion CAR-Ts Targeting autoimmunity hemo-oncology and solid tumors Trading much below cash https://substack.com/profile/160232761-biotech-pharma-investor/note/c-192684572r=2nece1 $FATE This one seems forgotten. But seems like a"  
[X Link](https://x.com/Stmkrs/status/2005493727318671581)  2025-12-29T04:18Z [---] followers, [---] engagements


"$DTIL https://seekingalpha.com/article/4856121-precision-biosciences-potential-proof-of-concept-data-for-hbv-cure-in-2026 https://seekingalpha.com/article/4856121-precision-biosciences-potential-proof-of-concept-data-for-hbv-cure-in-2026"  
[X Link](https://x.com/Stmkrs/status/2005563804244205592)  2025-12-29T08:57Z [---] followers, [---] engagements


"@ElMonoGran42994 It was mentioned in the call they dont qualify for this payment by Royalty"  
[X Link](https://x.com/Stmkrs/status/2008191113182744940)  2026-01-05T14:57Z [---] followers, [--] engagements


"I am out of $ZNTL on the spike today. May re-enter if it goes back to =1.4 $XBI Despite the huge rally in biotech there are still some names trading much below cash. Probably for good reasons. But a few of them I like: $BCYC $DTIL $KPRX $AVIR $ZNTL $FATE $XLO $PLRX $SCYX $ACET $MGX (most for trading purposes rather than long term for now) $XBI Despite the huge rally in biotech there are still some names trading much below cash. Probably for good reasons. But a few of them I like: $BCYC $DTIL $KPRX $AVIR $ZNTL $FATE $XLO $PLRX $SCYX $ACET $MGX (most for trading purposes rather than long term"  
[X Link](https://x.com/Stmkrs/status/2008649246489407936)  2026-01-06T21:17Z [---] followers, [---] engagements


"Adding $BOLD to this list and started a position. A short summary on BOLD; https://substack.com/profile/160232761-biotech-pharma-investor/note/c-196353660r=2nece1 $XBI Despite the huge rally in biotech there are still some names trading much below cash. Probably for good reasons. But a few of them I like: $BCYC $DTIL $KPRX $AVIR $ZNTL $FATE $XLO $PLRX $SCYX $ACET $MGX (most for trading purposes rather than long term for now) https://substack.com/profile/160232761-biotech-pharma-investor/note/c-196353660r=2nece1 $XBI Despite the huge rally in biotech there are still some names trading much"  
[X Link](https://x.com/Stmkrs/status/2008819559927779401)  2026-01-07T08:34Z [---] followers, [---] engagements


"@Biotech2k1 part 2: $BOLD (trading at 1/3 cash nice platform but with prior failures too early stage for your liking I believe) $QNRX (recent funding gives them runway for Netherton pivotal readouts and NDA submission) $TECX (down on LLY failure TECX better) $FATE $XLO"  
[X Link](https://x.com/Stmkrs/status/2008837881222308132)  2026-01-07T09:47Z [---] followers, [---] engagements


"$BOLD a couple nice publication on ecDNA in Nature and NEJM. Not many companies targeting ecDNA-dependent tumors to my knowledge https://www.nejm.org/doi/full/10.1056/NEJMcibr2415911 https://www.nature.com/articles/s41586-025-09764-8 Adding $BOLD to this list and started a position. A short summary on BOLD; https://t.co/FEd3AXCHnY https://www.nejm.org/doi/full/10.1056/NEJMcibr2415911 https://www.nature.com/articles/s41586-025-09764-8 Adding $BOLD to this list and started a position. A short summary on BOLD; https://t.co/FEd3AXCHnY"  
[X Link](https://x.com/Stmkrs/status/2008838529561018469)  2026-01-07T09:50Z [---] followers, [---] engagements


"@QueenBioInvest @Biotech2k1 $BCYX trading below cash with a runway into [----] a nice pipeline currently valued at $0 and ongoing parterships with Bayer Novartis and Ionis. And I just really like Bicycle molecules"  
[X Link](https://x.com/Stmkrs/status/2008851817023881277)  2026-01-07T10:42Z [---] followers, [--] engagements


"$JSPR OLE update coming soon. Hopefully no more surprises. https://substack.com/profile/160232761-biotech-pharma-investor/note/c-196379792utm_source=notes-share-action&r=2nece1 https://substack.com/profile/160232761-biotech-pharma-investor/note/c-196379792utm_source=notes-share-action&r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2008857394731012351)  2026-01-07T11:05Z [---] followers, [---] engagements


"$JSPR We know their drug works. What we don't know: - are we finally gettinf a clean update - I expect efficacy at least as good as barzo. But for this move we need better efficacy/safety. Prior data are promising but we ll know more today - Can they do a decent cash raise"  
[X Link](https://x.com/Stmkrs/status/2009163765120721405)  2026-01-08T07:22Z [---] followers, [---] engagements


"@BioValues No pop yet. lets see"  
[X Link](https://x.com/Stmkrs/status/2009163887682421188)  2026-01-08T07:22Z [---] followers, [--] engagements


"Part [--]. Lower AEs vs barzo"  
[X Link](https://x.com/Stmkrs/status/2009245664492892270)  2026-01-08T12:47Z [---] followers, [---] engagements


"Part [--]. Some rebound until next dose. Gets better over time"  
[X Link](https://x.com/Stmkrs/status/2009246271983202355)  2026-01-08T12:50Z [---] followers, [---] engagements


"$IPCS valuation gap vs $SANA makes no sense at all. I hate to have sold $IPSC to early on this run up but I bough PM today. I don't know what happens short term but this is going much much higher long term"  
[X Link](https://x.com/Stmkrs/status/2009253522806640806)  2026-01-08T13:19Z [---] followers, [---] engagements


"$IPSC warrants exercise price of $2.60 cash runway to Q1 [----] with an anticipated IND submission for CNTY-813 in [----] and initial clinical data for CNTY-813 expected in [----] Should eventually close the gap in valuation vs $SANA and go higher"  
[X Link](https://x.com/Stmkrs/status/2009256395472789933)  2026-01-08T13:30Z [---] followers, [---] engagements


"$IPSC: Valuation gap vs $SANA to close soon. IPSC has more cash runway to [----] (vs late 2026) and probably a better immune-evasion platform. Big validation by the PIPE announced yesterday https://open.substack.com/pub/biotechpharmainvestor/p/ipsc-valuation-gap-vs-sana-to-closer=2nece1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/biotechpharmainvestor/p/ipsc-valuation-gap-vs-sana-to-closer=2nece1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Stmkrs/status/2009531192379347419)  2026-01-09T07:42Z [---] followers, [---] engagements


"@GeneInvesting Have they clarified the timing of events It could be liver injury -- steroids -- ulcer perforation"  
[X Link](https://x.com/Stmkrs/status/2009691984026579250)  2026-01-09T18:21Z [---] followers, [---] engagements


"$NTLA I d rather wait for more clarity. Sec filing on the finak cause of deaht doesnt change much in my opinion https://substack.com/profile/160232761-biotech-pharma-investor/note/c-197699201r=2nece1 https://substack.com/profile/160232761-biotech-pharma-investor/note/c-197699201r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2009797992719761777)  2026-01-10T01:22Z [---] followers, [---] engagements


"$ATRA Not down enough. Cash just 8M. Not a simple CRL. FDA needs another trial"  
[X Link](https://x.com/Stmkrs/status/2010702152163856862)  2026-01-12T13:15Z [---] followers, [---] engagements


"$ATRA I used to buy every ATRA dip. Not this one. $8M cash and equivalents. No pipeline (preclinical + much better competition now) + CRL that requires a new trial. And still trading at around $40M Probably going much lower. No big rebound this time. Probably going bankrupt"  
[X Link](https://x.com/Stmkrs/status/2010708763255185909)  2026-01-12T13:41Z [---] followers, [---] engagements


"$ATRA $QURE $REPL $CAPR I think ATRA wins as the most ridiculous CRL by this FDA so far"  
[X Link](https://x.com/Stmkrs/status/2010709305243095516)  2026-01-12T13:43Z [---] followers, [---] engagements


"$ATRA $QURE $XBI Good luck to biotech investors and patietns hoping for approvals without an RCT. Also good luck on basing investment decisions based on FDA guidance on regulatory pathway. (I had no position in ATRA but this is infuriating that FDA can do this) Statement from Pierre Fabre re $ATRA CRL https://t.co/V9fHHACgGC Statement from Pierre Fabre re $ATRA CRL https://t.co/V9fHHACgGC"  
[X Link](https://x.com/Stmkrs/status/2010718489397629146)  2026-01-12T14:20Z [---] followers, [----] engagements


"$BCTX https://substack.com/@biotechpharmainvestor/note/c-200060511r=2nece1 https://substack.com/@biotechpharmainvestor/note/c-200060511r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2011696590529184097)  2026-01-15T07:06Z [---] followers, [---] engagements


"$APLT Assuming the deal closes tge current cost $0.012 ($0.1 minus $0.088 acquisition) vs a CVR worth up to $0.4 per share i.e. up to 33x the cost. The major risk (unlikely) is the deal not closing. https://open.substack.com/pub/biotechpharmainvestor/p/applied-therapeutics-a-trading-opportunityutm_source=share&utm_medium=android&r=2nece1 https://open.substack.com/pub/biotechpharmainvestor/p/applied-therapeutics-a-trading-opportunityutm_source=share&utm_medium=android&r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2011725312607019417)  2026-01-15T09:01Z [---] followers, [---] engagements


"$NVNO This one will be a tiny floay after the RS trading at around 1/4 of cash https://substack.com/@biotechpharmainvestor/note/c-200144573r=2nece1 https://substack.com/@biotechpharmainvestor/note/c-200144573r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2011809841384194245)  2026-01-15T14:36Z [---] followers, [----] engagements


"$APLT Sold the spike PM and now I get the chance to buy back at =$0.1. Great Getting ready for the next spike $APLT Assuming the deal closes tge current cost $0.012 ($0.1 minus $0.088 acquisition) vs a CVR worth up to $0.4 per share i.e. up to 33x the cost. The major risk (unlikely) is the deal not closing. https://t.co/b5RMXHWSfY $APLT Assuming the deal closes tge current cost $0.012 ($0.1 minus $0.088 acquisition) vs a CVR worth up to $0.4 per share i.e. up to 33x the cost. The major risk (unlikely) is the deal not closing. https://t.co/b5RMXHWSfY"  
[X Link](https://x.com/Stmkrs/status/2011811274095530316)  2026-01-15T14:42Z [---] followers, [---] engagements


"$NVNO btw stock down on RS "news" while RS plan had already being announced by CEO early December $NVNO This one will be a tiny floay after the RS trading at around 1/4 of cash https://t.co/y4HeLCwZmd $NVNO This one will be a tiny floay after the RS trading at around 1/4 of cash https://t.co/y4HeLCwZmd"  
[X Link](https://x.com/Stmkrs/status/2011818700253364473)  2026-01-15T15:12Z [---] followers, [---] engagements


"$NVNO @boogeymantradez I think you will like this one. Trading at 1/4 of cash with a runway into [----] and a pivotal-trial-ready asset (which will need funding though). After the RS (which btw was no news- CEO had announced it since early Dec) nano float (around 600K shares) $NVNO This one will be a tiny floay after the RS trading at around 1/4 of cash https://t.co/y4HeLCwZmd $NVNO This one will be a tiny floay after the RS trading at around 1/4 of cash https://t.co/y4HeLCwZmd"  
[X Link](https://x.com/Stmkrs/status/2012058575754182715)  2026-01-16T07:05Z [---] followers, [----] engagements


"@kmpcapital Strategic alternative process since Feb [----] what is going on here"  
[X Link](https://x.com/Stmkrs/status/2013704688156238037)  2026-01-20T20:06Z [---] followers, [---] engagements


"$LSTA trading at $3.98 vs $4 acquisition + up to $2 CVRs. Free CVRs right now"  
[X Link](https://x.com/Stmkrs/status/2013966710814969898)  2026-01-21T13:27Z [---] followers, [---] engagements


"$NVNO Why do I feel the 1st CVR is pretty certain Strange CVR if not"  
[X Link](https://x.com/Stmkrs/status/2014031490045128854)  2026-01-21T17:45Z [---] followers, [---] engagements


"@BiomedicalRX Vote can still be positive. They dont have to implement it. To be honest I wouldnt even mind an RS. I would love to buy the overreaction to such news"  
[X Link](https://x.com/Stmkrs/status/2014225403041157589)  2026-01-22T06:35Z [---] followers, [---] engagements


"$vtgn Not dead yet - PALISADE [--] readout pending (likely negative too but may justify a run-up) - Pipeline still there (but fasedienol failure casts doubt) - Trading below cash with runway into [----] https://substack.com/profile/160232761-biotech-pharma-investor/note/c-197683230r=2nece1 https://substack.com/profile/160232761-biotech-pharma-investor/note/c-197683230r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2009786284093354120)  2026-01-10T00:36Z [---] followers, [---] engagements


"Holding+notes $APLT $QNRX $DTIL $CCCC $IPSC $TECX $SGMT $NRIX $SNGX $NEUP $NVNO $LGVN $XLO $PLRX $FATE $KPRX $RCKT $BCRX $ARNV $BCYC $ACOG $CADL $SLDB $PRLD $KPTI $SGMO $VTGN $SCYX $PMVP $MGX $CDXS $ESPR $ACET $EVAX $BIVI https://open.substack.com/chat/posts/9a513e1d-2910-4cf5-bf76-dfbeb995d0bcutm_source=share&utm_medium=android&r=2nece1 https://open.substack.com/chat/posts/9a513e1d-2910-4cf5-bf76-dfbeb995d0bcutm_source=share&utm_medium=android&r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2013910386664235042)  2026-01-21T09:43Z [---] followers, [---] engagements


"$APLT 1st deadline to tender shares is today. Interesting to see what happens. The only major risk is deal failing to close. Which would lead to bancruptcy. Otherwise max downside risk is to $0.88 acquisition price"  
[X Link](https://x.com/Stmkrs/status/2015707077704847491)  2026-01-26T08:43Z [---] followers, [---] engagements


"$GUTS Sure. lets resort to a subgroup analysis "Patients with above median GLP-1-associated weight loss experienced 70% less post-GLP-1 weight regain with Revita vs sham at [--] months" $GUTS dissapointing update (high expectations- reason I was out) Revita-treated patients experienced a 4.5% weight regain vs 7.5% in the sham arm at [--] months (p=0.07 one-sided) consistent with meaningful and sustained attenuation of the expected post-GLP-1 rebound trajectory. $GUTS dissapointing update (high expectations- reason I was out) Revita-treated patients experienced a 4.5% weight regain vs 7.5% in the"  
[X Link](https://x.com/Stmkrs/status/2016849727220781289)  2026-01-29T12:23Z [---] followers, [---] engagements


"$KRON CVR Proceeds means: (a) the Further Savings Proceeds; (b) the Disposition Proceeds; (c) the Legacy Product Disposition Proceeds; and (d) the Additional Closing Net Cash Proceeds. Last part means any cahs above 40M. KRON ended [----] with 112M. Total liabilites 36M"  
[X Link](https://x.com/Stmkrs/status/1917961187930554700)  2025-05-01T15:15Z [---] followers, [---] engagements


"$KRON Someone explain this to me. Shareholders get 100% of whatever they can get for these assets before closing or they get nth I really dont get it. They either have sth planned for these assets or this part of the CVR is meaningless"  
[X Link](https://x.com/Stmkrs/status/1917994446253425083)  2025-05-01T17:28Z [---] followers, [---] engagements


"$KRON I still don't get it. Concentra is paying $0.57 per share and gets at least 40M net cash The amount to be paid is less/equal than the cash that will be recieved. In other words zero risk for Concentra What am I missing"  
[X Link](https://x.com/Stmkrs/status/1918165414024007839)  2025-05-02T04:47Z [---] followers, [---] engagements


"$tsbx Seems like a decent trading opportunity. Acquisition price $0.34+CVR. Current price just $0.35. I don't expecr any huge upside but the downside risk is too low assuming the deal closes"  
[X Link](https://x.com/Stmkrs/status/1938627216289698236)  2025-06-27T15:55Z [---] followers, [---] engagements


"$PLRX may be worth a "bet". Trading at 1/3 of cash with decent early data. https://substack.com/profile/160232761-biotech-pharma-investor/note/c-190513210utm_source=notes-share-action&r=2nece1 https://substack.com/profile/160232761-biotech-pharma-investor/note/c-190513210utm_source=notes-share-action&r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2003075517214531609)  2025-12-22T12:09Z [---] followers, [---] engagements


"$IMA Another one trading at 50% of cash. No catalyst anytime soon. And I am not familiar with the atopic dermatitis pipeline"  
[X Link](https://x.com/Stmkrs/status/2003125689361502565)  2025-12-22T15:29Z [---] followers, [---] engagements


"@ElMonoGran42994 One issue is results were not good enough for the next payment by Royalty Pharma"  
[X Link](https://x.com/Stmkrs/status/2008189626775924919)  2026-01-05T14:51Z [---] followers, [--] engagements


"$acrv why is this down (not following)"  
[X Link](https://x.com/Stmkrs/status/2009275905571500265)  2026-01-08T14:48Z [---] followers, [---] engagements


"$AKTS vs $BCYC opinions bicycle molecules even smaller + simpler manufacturing. Any advantage ti the miniprotein platform $AKTS will IPO at $300M EV vs $BCYC trading below cash https://substack.com/@biotechpharmainvestor/note/c-197268772r=2nece1 https://substack.com/@biotechpharmainvestor/note/c-197268772r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2009472079188652255)  2026-01-09T03:47Z [---] followers, [---] engagements


"$AKTS Nice first look. Thanks @Anders_Research Little primer on the Aktis Oncology $AKTS IPO that is set to trade tomorrow. Seems like they are lowballing at the current $890 million market cap and $370 million EV just based on prior acquisitions in the space. Nectin-4 alpha-emitting radiopharmaceutical. Padcev has https://t.co/yOGO54Fcrv Little primer on the Aktis Oncology $AKTS IPO that is set to trade tomorrow. Seems like they are lowballing at the current $890 million market cap and $370 million EV just based on prior acquisitions in the space. Nectin-4 alpha-emitting radiopharmaceutical."  
[X Link](https://x.com/Stmkrs/status/2009474632953548974)  2026-01-09T03:57Z [---] followers, [---] engagements


"$IPSC Nice $IPSC legit. +Not included due to no recent filings - Versant [----] M Bayer - [----] M Fuji [----] M https://t.co/ZX7hw9Lgvi $IPSC legit. +Not included due to no recent filings - Versant [----] M Bayer - [----] M Fuji [----] M https://t.co/ZX7hw9Lgvi"  
[X Link](https://x.com/Stmkrs/status/2012055452687725009)  2026-01-16T06:52Z [---] followers, [---] engagements


"$CRDL Interesring. Good cash raise at a premium and stock not reacting Looking the pipeline. Very interesting at first glance My summary here: https://substack.com/@biotechpharmainvestor/note/c-200641250r=2nece1 https://substack.com/@biotechpharmainvestor/note/c-200641250r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2012170573451784618)  2026-01-16T14:30Z [---] followers, [---] engagements


"$CRDL Apparently "$" means canadian dollar. I am out. $CRDL Interesring. Good cash raise at a premium and stock not reacting Looking the pipeline. Very interesting at first glance My summary here: https://t.co/QY07dbJ8C2 $CRDL Interesring. Good cash raise at a premium and stock not reacting Looking the pipeline. Very interesting at first glance My summary here: https://t.co/QY07dbJ8C2"  
[X Link](https://x.com/Stmkrs/status/2012204403311194379)  2026-01-16T16:44Z [---] followers, [---] engagements


"Quick notes on $PMVP Data late [----]. Planned NDA Q1 [----]. My main concern is the regulatory pathway Any feedback https://substack.com/@biotechpharmainvestor/note/c-203314260r=2nece1 https://substack.com/@biotechpharmainvestor/note/c-203314260r=2nece1"  
[X Link](https://x.com/Stmkrs/status/2014241847690879203)  2026-01-22T07:40Z [---] followers, [---] engagements


"$hoth Looks like offering incoming"  
[X Link](https://x.com/Stmkrs/status/2014328252395851907)  2026-01-22T13:24Z [---] followers, [---] engagements


"$HOTH Planned NDA for [----]. lol"  
[X Link](https://x.com/Stmkrs/status/2014329650801971657)  2026-01-22T13:29Z [---] followers, [---] engagements


"Following $CORT ph3 results in PROC I decided to avoid $PMVP. It could still be a good trade (considering cash= 2x MC) but I seriously doubt the planned regulatory pathway (NDA in Q1 [----] for AA based on an uncontrolled trial) will work out. Quick notes on $PMVP Data late [----]. Planned NDA Q1 [----]. My main concern is the regulatory pathway Any feedback https://t.co/7fxWoKN6SW Quick notes on $PMVP Data late [----]. Planned NDA Q1 [----]. My main concern is the regulatory pathway Any feedback https://t.co/7fxWoKN6SW"  
[X Link](https://x.com/Stmkrs/status/2014346432040386982)  2026-01-22T14:36Z [---] followers, [---] engagements


"$GUTS dissapointing update (high expectations- reason I was out) Revita-treated patients experienced a 4.5% weight regain vs 7.5% in the sham arm at [--] months (p=0.07 one-sided) consistent with meaningful and sustained attenuation of the expected post-GLP-1 rebound trajectory. $GUTS Fractyl Health Announces Compelling 6-Month Randomized REMAIN-1 Midpoint Data Showing Durable Weight Maintenance with Revita After GLP-1 Discontinuation BioPharmCatalyst https://t.co/KCtIdmx5kE $GUTS Fractyl Health Announces Compelling 6-Month Randomized REMAIN-1 Midpoint Data Showing Durable Weight Maintenance"  
[X Link](https://x.com/Stmkrs/status/2016845439702577407)  2026-01-29T12:06Z [---] followers, [----] engagements


"$GUTS wow. $GUTS Since the data didn't look good in the PR here;s the chart they should have included https://t.co/IVhN2mHfzY $GUTS Since the data didn't look good in the PR here;s the chart they should have included https://t.co/IVhN2mHfzY"  
[X Link](https://x.com/Stmkrs/status/2016859045068489168)  2026-01-29T13:00Z [---] followers, [---] engagements


"$AQST People WILL use this wrong. So the question is are PKs good enough when incorrectly placed on top of the tongue or top of the mouth Not so sure. Tmax will be delayes and Cmax flatter. Could still be good enough vs IM but I wouldnt be too confident https://substack.com/@biotechpharmainvestor/note/c-209170746r=2nece1 $AQST Ok. This may not be as bad as I initally though. My thoughts below: https://t.co/drp0kXlQ0U https://substack.com/@biotechpharmainvestor/note/c-209170746r=2nece1 $AQST Ok. This may not be as bad as I initally though. My thoughts below: https://t.co/drp0kXlQ0U"  
[X Link](https://x.com/Stmkrs/status/2018564236717486217)  2026-02-03T05:56Z [---] followers, [---] engagements


"@AscendingBio I looked at the shallowing data. Very good. The issue is that they tried shallowing whole with water This very diffent vs chewing without shallowing or puting on top of mouth/tongue. Will delay Tmax and may flatten Cmax. May still be good enough vs IM"  
[X Link](https://x.com/Stmkrs/status/2018578249505296830)  2026-02-03T06:52Z [---] followers, [--] engagements


"$QNRX Renewal of the PVR to [----] considerably changes the risk-reward for QNRX PVR worth 10x the current market cap (although outstanding warrants an overhang) https://substack.com/profile/160232761-biotech-pharma-investor/note/c-202524297r=2nece1&utm_source=notes-share-action&utm_medium=web https://substack.com/profile/160232761-biotech-pharma-investor/note/c-202524297r=2nece1&utm_source=notes-share-action&utm_medium=web"  
[X Link](https://x.com/Stmkrs/status/2019304534405706228)  2026-02-05T06:58Z [---] followers, [---] engagements


"$KRON "100% of the net proceeds in the case of a disposition of the Companys product candidates known as KB-0742 lanraplenib and entospletinib that occurs prior to closing" prior to closing interesting. could mean they are close to a deal could also mean nth"  
[X Link](https://x.com/Stmkrs/status/1917958523108954190)  2025-05-01T15:05Z [---] followers, [---] engagements


"$lyra https://seekingalpha.com/article/4795252-lyra-therapeutics-regulatory-pathway-for-non-polyp-patients-a-catalyst https://seekingalpha.com/article/4795252-lyra-therapeutics-regulatory-pathway-for-non-polyp-patients-a-catalyst"  
[X Link](https://x.com/Stmkrs/status/1934706672066285690)  2025-06-16T20:16Z [---] followers, [--] engagements


"$iobt https://seekingalpha.com/article/4812780-io-biotech-a-buying-opportunity-following-phase-3-readout-in-melanoma https://seekingalpha.com/article/4812780-io-biotech-a-buying-opportunity-following-phase-3-readout-in-melanoma"  
[X Link](https://x.com/Stmkrs/status/1955363570042147038)  2025-08-12T20:19Z [---] followers, [---] engagements


"$cadl Any concerns about getting approved for prostatr cancer or about the market potential I am trying to make sense if the current valuation bs the multi-billion $ potential"  
[X Link](https://x.com/Stmkrs/status/1993907440065368314)  2025-11-27T04:59Z [---] followers, [---] engagements

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