# ![@TOWiU2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1132559626065592321.png) @TOWiU2 MASi

MASi posts on X about $hrow, $srpt, $vktx, $zlab the most. They currently have [-------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::1132559626065592321/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1132559626065592321/c:line/m:interactions.svg)

- [--] Week [---------] +4,318%
- [--] Month [---------] +34,568%
- [--] Months [---------] +4,543%
- [--] Year [---------] +5,564%

### Mentions: [--] [#](/creator/twitter::1132559626065592321/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1132559626065592321/c:line/m:posts_active.svg)

- [--] Week [--] +77%
- [--] Month [--] -21%
- [--] Months [---] +58%
- [--] Year [---] +177%

### Followers: [-------] [#](/creator/twitter::1132559626065592321/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1132559626065592321/c:line/m:followers.svg)

- [--] Week [-----] +0.14%
- [--] Month [-----] -0.21%
- [--] Months [-----] +1.70%
- [--] Year [-----] +9.80%

### CreatorRank: [---------] [#](/creator/twitter::1132559626065592321/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1132559626065592321/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [vc firms](/list/vc-firms)  [events](/list/events)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$hrow](/topic/$hrow), [$srpt](/topic/$srpt) #5, [$vktx](/topic/$vktx) #18, [$zlab](/topic/$zlab), [$arwr](/topic/$arwr), [$tgtx](/topic/$tgtx), [$cytk](/topic/$cytk) #4, [$mdgl](/topic/$mdgl), [$insm](/topic/$insm), [$life](/topic/$life)

**Top accounts mentioned or mentioned by**
[@biohazard3737](/creator/undefined) [@pharmdca](/creator/undefined) [@jonesallen236](/creator/undefined) [@jd4for4](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@behaviorfin](/creator/undefined) [@monacobiotech](/creator/undefined) [@jfais20](/creator/undefined) [@rnaianalyst](/creator/undefined) [@yahoofinance](/creator/undefined) [@biomaven](/creator/undefined) [@pnani456](/creator/undefined) [@amaymd](/creator/undefined) [@dmitrykovalchuk](/creator/undefined) [@feldtinvesting](/creator/undefined) [@markclvb](/creator/undefined) [@sanctuarybio](/creator/undefined) [@lauri3ac](/creator/undefined) [@wallstpirate](/creator/undefined) [@michiganvalue](/creator/undefined)

**Top assets mentioned**
[Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Insmed, Inc. (INSM)](/topic/$insm) [Life Crypto (LIFE)](/topic/$life) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [uniQure N.V. (QURE)](/topic/$qure) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Synthetify (SNY)](/topic/$sny) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Novavax Inc (NVAX)](/topic/$nvax) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Danaher Corporation (DHR)](/topic/$dhr) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Biogen Inc (BIIB)](/topic/$biib) [Abivax SA (ABVX)](/topic/$abvx) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Eli Lilly and Company (LLY)](/topic/$lly) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [AstraZeneca PLC (AZN)](/topic/$azn) [AbbVie Inc (ABBV)](/topic/$abbv) [Novartis AG (NVS)](/topic/$nvs) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Repligen, Corp. (RGEN)](/topic/$rgen) [Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Moderna Inc (MRNA)](/topic/$mrna) [Novo-Nordisk (NVO)](/topic/$nvo) [Evotec SE (EVO)](/topic/$evo) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Journey Medical Corporation (DERM)](/topic/$derm) [Johnson & Johnson (JNJ)](/topic/$jnj) [Inari Medical, Inc. (NARI)](/topic/$nari) [Bausch & Lomb Corp (BLCO)](/topic/$blco) [Inozyme Pharma, Inc. (INZY)](/topic/$inzy) [Sanofi (SNY)](/topic/sanofi) [GSK plc (GSK)](/topic/$gsk) [Seagen Inc (SGEN)](/topic/$sgen)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Speaker list includes: $AKTX $ALXN $CCXI $IFRX $NVS $OMER $REGN $SNY $SLN.L $UCB.BR https://complement-therapeutics.com/whats-on/speakers/ https://complement-therapeutics.com/whats-on/speakers/"  
[X Link](https://x.com/TOWiU2/status/1277557582060834816)  2020-06-29T11:00Z [----] followers, [--] engagements


"Spain unveils coronavirus vaccination plan "Spain as part of the EUs vaccine strategy has deals with six vaccine companies -- $mrna $azn $pfe & $bntx $jnj $sny & $gsk and $cvac. It is also in the process of closing an order with $nvax." http://v.aa.com.tr/2054476 http://v.aa.com.tr/2054476"  
[X Link](https://x.com/TOWiU2/status/1331550359190466560)  2020-11-25T10:48Z [----] followers, [--] engagements


"COVAX FACILITY CANDIDATE-SPECIFIC SUPPLY [----] AND [----] As per 2021-01-20 SII $AZN $NVAX $PFE $BNTX $JNJ $SNY $GSK. https://www.gavi.org/sites/default/files/covid/covax/COVAX%20Supply%20Forecast.pdf https://www.gavi.org/sites/default/files/covid/covax/COVAX%20Supply%20Forecast.pdf"  
[X Link](https://x.com/TOWiU2/status/1353002525989941249)  2021-01-23T15:31Z [----] followers, [--] engagements


"$nvax $bntx $pfe $mrna $azn $jnj https://www.racap.com/media/Covid-19/COVID-19_VX_02122020_F.pdfv=vIs9se6-KR-N-p0xauynyBJrrAdKjFs20kSMR-iNWPI New updated RA Capital Covid Vaccine map Best to view on a computer. #Novavax shows and proves to be the most robust #Vaccine compared to the others. $NVAX https://t.co/QsSN6Yqodn https://www.racap.com/media/Covid-19/COVID-19_VX_02122020_F.pdfv=vIs9se6-KR-N-p0xauynyBJrrAdKjFs20kSMR-iNWPI New updated RA Capital Covid Vaccine map Best to view on a computer. #Novavax shows and proves to be the most robust #Vaccine compared to the others. $NVAX"  
[X Link](https://x.com/TOWiU2/status/1360596027468824579)  2021-02-13T14:25Z [----] followers, [--] engagements


"Picks & Shovels of Biotech. If you're investing in biotech & your benchmark is $xbi or $ibb you're just not aiming high enough. The benchmark should b @ least $tmo or $dhr. If you've already understood that now may b time [--] take a look @ the real outperformers: $rgen & $srt.de"  
[X Link](https://x.com/TOWiU2/status/1388465857781714947)  2021-05-01T12:10Z [----] followers, [--] engagements


"@RNAiAnalyst @simoneichenauer Missing the biotech/biopharm opportunity was IMHO much more the poor mgmt in German BP: - $bas.de selling #Humira [--] $abbv - Hoechst: selling the co [--] $sny - $bayn.de buying Montsanto rather then red BT - $mrk.de intelligent buys in LS but acting stupid in red BT"  
[X Link](https://x.com/TOWiU2/status/1389166576369344512)  2021-05-03T10:34Z [----] followers, [--] engagements


"@EricTopol @Novavax @LancetRespirMed $nvax $csl.ax https://ir.novavax.com/Novavax-Statement-on-Publication-of-Positive-Results-from-First-Study-of-Co-administered-COVID-19-and-Influenza-Vaccines https://ir.novavax.com/Novavax-Statement-on-Publication-of-Positive-Results-from-First-Study-of-Co-administered-COVID-19-and-Influenza-Vaccines"  
[X Link](https://x.com/TOWiU2/status/1461731880181669903)  2021-11-19T16:23Z [----] followers, [--] engagements


"$KYKOF $ARDX Kyowa Kirin Announces NDA Submission of Tenapanor Hydrochloride (KHK7791) for Improvement of Hyperphosphatemia in Chronic Kidney Disease Patients on Dialysis in Japan https://www.kyowakirin.com/media_center/news_releases/2022/pdf/e20221028_01.pdf https://www.kyowakirin.com/media_center/news_releases/2022/pdf/e20221028_01.pdf"  
[X Link](https://x.com/TOWiU2/status/1585927468845862917)  2022-10-28T09:32Z [----] followers, [--] engagements


""As consideration for the reduction in the royalty rate KKC has agreed to pay us up to an additional $40.0 million payable in two tranches with the first payment due following KKC's filing with the Japanese Ministry of Health" $KYKOF $ARDX"  
[X Link](https://x.com/TOWiU2/status/1585932048757559297)  2022-10-28T09:50Z [----] followers, [--] engagements


"Incyte wins accelerated approval for PD-1 in rare skin cancer - $incy $ckpt https://endpts.com/incyte-wins-accelerated-approval-for-pd-1-in-rare-skin-cancer/ https://endpts.com/incyte-wins-accelerated-approval-for-pd-1-in-rare-skin-cancer/"  
[X Link](https://x.com/TOWiU2/status/1638819579903324160)  2023-03-23T08:26Z [----] followers, [---] engagements


"@jonesallen236 @Pharmdca 1b) So his grouping of placebo and [--] mg in a different FEV1 category than [--] and [--] mg (moderate vs. mild) seems to be wrong"  
[X Link](https://x.com/TOWiU2/status/1649764340864544777)  2023-04-22T13:17Z [----] followers, [---] engagements


"@jonesallen236 @Pharmdca 2) His claim: "Additionally it is unknown whether any of the patients were able to completely discontinue steroid use." is also wrong as the [--] (=33.3%) participants of the 5mg/kg arm which tapered fully to [--] mg steroid maintained taper. https://www.sciencedirect.com/science/article/pii/S0012369222040533#appsec1 https://www.sciencedirect.com/science/article/pii/S0012369222040533#appsec1"  
[X Link](https://x.com/TOWiU2/status/1649799817483149313)  2023-04-22T15:38Z [----] followers, [--] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = 1year"  
[X Link](https://x.com/TOWiU2/status/1649858564641497090)  2023-04-22T19:31Z [----] followers, [----] engagements


"@DammitJean $ASND 1/2 "In the letter the FDA cited concerns related to the manufacturing control strategy for variability of delivered dose in the TransCon PTH drug/device combination product.""  
[X Link](https://x.com/TOWiU2/status/1653109149046038539)  2023-05-01T18:48Z [----] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 4:"  
[X Link](https://x.com/TOWiU2/status/1659832929973944320)  2023-05-20T08:06Z [---] followers, [--] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 6:"  
[X Link](https://x.com/TOWiU2/status/1664731371330326530)  2023-06-02T20:31Z [---] followers, [--] engagements


"@MattC33558691 @BertrandBio @adar170 $chrs $abbv https://www.biopharmadive.com/news/abbvie-coherus-legal-dispute-humira-biosimilar-resolve/653119/ https://www.biopharmadive.com/news/abbvie-coherus-legal-dispute-humira-biosimilar-resolve/653119/"  
[X Link](https://x.com/TOWiU2/status/1669711069458071557)  2023-06-16T14:18Z [----] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 8:"  
[X Link](https://x.com/TOWiU2/status/1669802255766224897)  2023-06-16T20:20Z [---] followers, [--] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 9:"  
[X Link](https://x.com/TOWiU2/status/1672364336713433089)  2023-06-23T22:01Z [---] followers, [--] engagements


"@stevedoc22 "Based on the review of this information the FDA has asked the Company to provide additional information including risk assessment and clinical data to evaluate the tolerability of LDC in patients with chronic kidney disease on dialysis." $UNCY"  
[X Link](https://x.com/TOWiU2/status/1674545793892589568)  2023-06-29T22:30Z [---] followers, [--] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = 1year. Update after week 10:"  
[X Link](https://x.com/TOWiU2/status/1674908619169579010)  2023-06-30T22:31Z [---] followers, [----] engagements


"@Andre_AGTC Why are "NASH stocks up in unison $MDGL $VKTX $TERN " 1) MDGL NDA submission is lifting the field 2) Reaction to LLY data exaggerated 3) Dead cat bounce after reaction to LLY data"  
[X Link](https://x.com/TOWiU2/status/1674915817538953219)  2023-06-30T23:00Z [---] followers, [--] engagements


"@jeremyj0916 Thx interesting. Would a $150-200M royalty make $PLX profitable"  
[X Link](https://x.com/TOWiU2/status/1675943772612358145)  2023-07-03T19:05Z [----] followers, [---] engagements


"@Labiotech_eu "Few companies are looking into narcolepsy although Tris Pharma does have a narcolepsy treatment in its pipeline. $JAZZ Pharmaceuticals has also worked on a narcolepsy drug." Plus: $NLSP"  
[X Link](https://x.com/TOWiU2/status/1676542481507205121)  2023-07-05T10:44Z [----] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 11:"  
[X Link](https://x.com/TOWiU2/status/1677410280240828416)  2023-07-07T20:12Z [---] followers, [----] engagements


"@jfais20 @GooseData So far only $alny kept the "RNAi-promise". As far as Im aware still no other company has a "alny-independent" RNAi/siRNA drug on the market"  
[X Link](https://x.com/TOWiU2/status/1679730867105570816)  2023-07-14T05:53Z [---] followers, [--] engagements


"@GooseData Here is my list based on drugs that are (still) on the market: 1) $REGN = [--] 2) $ALNY = [--] 3) $IONS = [--] (but over a longer period of time vs alny) Honorable mention: $HALO = [--] (but "only" sc delivery of partnered products wave 1+2)"  
[X Link](https://x.com/TOWiU2/status/1679762510679797761)  2023-07-14T07:59Z [---] followers, [--] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 12:"  
[X Link](https://x.com/TOWiU2/status/1680154489603473408)  2023-07-15T09:57Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 13:"  
[X Link](https://x.com/TOWiU2/status/1682488925296705536)  2023-07-21T20:33Z [---] followers, [---] engagements


"SC = $ions: "There were a lot of other siRNA would-be companies @ the time & we were entertaining proposals from all of them. When I met John & Barry = $alny I said. I don't know whether siRNA is ever going [--] be a drug but if it's going [--] be a drug it will be with these guys""  
[X Link](https://x.com/TOWiU2/status/1684684155362082817)  2023-08-04T11:54Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 14:"  
[X Link](https://x.com/TOWiU2/status/1685244237837651968)  2023-07-29T11:01Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 15"  
[X Link](https://x.com/TOWiU2/status/1687720344398761984)  2023-08-05T07:01Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 16:"  
[X Link](https://x.com/TOWiU2/status/1690271390383939584)  2023-08-12T07:57Z [---] followers, [---] engagements


"@Matt62625694 @RNAiAnalyst @AAMortazavi Depends on which game you mean. If its about "single dose Lp(a)-RNAi" then sorry I don't know. In general I think there is enough need for a second RNAi player that in addition to $alny actually brings products to market. I'm not sure if my bet would be on $sln"  
[X Link](https://x.com/TOWiU2/status/1691942456101593401)  2023-08-16T22:38Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 17:"  
[X Link](https://x.com/TOWiU2/status/1692634154339623374)  2023-08-18T20:26Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 18:"  
[X Link](https://x.com/TOWiU2/status/1695170035164078323)  2023-08-25T20:23Z [---] followers, [----] engagements


"@UhmHans @kylet_1007 @Pharmdca Thats because the $DCTH Private Placement from March includes [--] participants: Vivo Capital Logos Capital BVF Partners LP Stonepine Capital Management LLC Serrado Capital LLC and Rosalind Advisors. https://delcathsystemsinc.gcs-web.com/node/17126/pdf https://delcathsystemsinc.gcs-web.com/node/17126/pdf"  
[X Link](https://x.com/TOWiU2/status/1695758050471072177)  2023-08-27T11:19Z [----] followers, [---] engagements


"@kylet_1007 @Pharmdca @gj_tennis @UhmHans Agreed. I also agree with $DCTH opinion that a "similar to Kimmtrak percentage penetration into the larger TAM [--] vs. 45% can be achieved after [--] years on the market." In addition there is the long-term opportunity of all liver-dominant cancers. Only question is about time"  
[X Link](https://x.com/TOWiU2/status/1695900599626137869)  2023-08-27T20:46Z [---] followers, [---] engagements


"@BernardBaruch One adder: seems $ARDX is planning an XPHOZAH lauch update date not yet known (1/2): "And as we get closer to launch we will share more details on our expectations for XPHOZAH and our launch plan to drive uptake and long-term success.""  
[X Link](https://x.com/TOWiU2/status/1696837260778320286)  2023-08-30T10:48Z [---] followers, [---] engagements


"@BernardBaruch $ARDX (2/2): "XPHOZAH performance as well as sharing more details on the XPHOZAH launch in the near future" "We will spend some more time more dedicated time with everyone as we are closer to the PDUFA date telling you more about our expectations and how thats going to look.""  
[X Link](https://x.com/TOWiU2/status/1696838013387477121)  2023-08-30T10:51Z [----] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 19:"  
[X Link](https://x.com/TOWiU2/status/1697713011505422616)  2023-09-01T20:48Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 20:"  
[X Link](https://x.com/TOWiU2/status/1700243389826977915)  2023-09-08T20:23Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 21:"  
[X Link](https://x.com/TOWiU2/status/1702777752875651334)  2023-09-15T20:13Z [---] followers, [----] engagements


"@crypto_biotech $ardx IBSRELA Prescriptions/Week Week [--] = 15th of September 2023"  
[X Link](https://x.com/anyuser/status/1705249375834820621)  2023-09-22T15:55Z [--] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 22:"  
[X Link](https://x.com/TOWiU2/status/1705316900589142153)  2023-09-22T20:23Z [---] followers, [----] engagements


"@crypto_biotech $ardx IBSRELA Prescriptions/Week Week [--] = 22nd of September 2023:"  
[X Link](https://x.com/TOWiU2/status/1707778895468974171)  2023-09-29T15:26Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 23:"  
[X Link](https://x.com/TOWiU2/status/1707857074401550361)  2023-09-29T20:37Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 24:"  
[X Link](https://x.com/TOWiU2/status/1710388727699153126)  2023-10-06T20:17Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 25:"  
[X Link](https://x.com/TOWiU2/status/1712925996452565133)  2023-10-13T20:19Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 26:"  
[X Link](https://x.com/TOWiU2/status/1715462956022923490)  2023-10-20T20:20Z [---] followers, [----] engagements


"Randomized Study of Tenapanor Added to Phosphate Binders for Patients . $ardx"  
[X Link](https://x.com/TOWiU2/status/1715650920455741532)  2023-10-21T08:47Z [---] followers, [----] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 27:"  
[X Link](https://x.com/TOWiU2/status/1718003827163451516)  2023-10-27T20:36Z [---] followers, [---] engagements


""primary endpoint was not met" $srpt"  
[X Link](https://x.com/TOWiU2/status/1719083995403538485)  2023-10-30T20:08Z [---] followers, [----] engagements


"" $aldx will receive a non-refundable option fee of $1M & an upfront payment of $100M less option fees if $abbv chooses to exercise the option""  
[X Link](https://x.com/TOWiU2/status/1719676682561294644)  2023-11-01T11:24Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 28:"  
[X Link](https://x.com/TOWiU2/status/1720537394523279565)  2023-11-03T20:24Z [---] followers, [----] engagements


"Daxxify vs. Botox Deciphering the Best Anti-Aging Choice $rvnc $abbv"  
[X Link](https://x.com/TOWiU2/status/1722712392633557301)  2023-11-09T20:26Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 29:"  
[X Link](https://x.com/TOWiU2/status/1723087100013154672)  2023-11-10T21:15Z [---] followers, [----] engagements


"@ValueDig @medtechmd Questions: 1) Is the "faith lost in management" justified or don't the implemented changes imply something else 2) What "upcoming additional competition" do you see"  
[X Link](https://x.com/TOWiU2/status/1723716759247601831)  2023-11-12T14:57Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 30:"  
[X Link](https://x.com/TOWiU2/status/1725624622953939242)  2023-11-17T21:19Z [---] followers, [---] engagements


"@fathlete @jud_guy @wardleworld @Michaelrose102 It depends. Yes for everything that has to do with accounting. I'm not sure Mailman would even claim to fully understand the scientific aspects of biochemistry"  
[X Link](https://x.com/TOWiU2/status/1727756791377727940)  2023-11-23T18:31Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 31:"  
[X Link](https://x.com/TOWiU2/status/1728126939674866079)  2023-11-24T19:02Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 32:"  
[X Link](https://x.com/TOWiU2/status/1730703277551939627)  2023-12-01T21:39Z [---] followers, [---] engagements


"$AMLX Publication of Data Showing the Effect of AMX0035 on Plasma Neuroinflammatory Biomarkers in ALS "geometric LS mean YKL-40 & CRP plasma concs were 10% & 17% lower @ Wk [--] & apprx 20% & 30% lower @ Wk [--] in AMX0035 vs placebo" via @YahooFinance"  
[X Link](https://x.com/TOWiU2/status/1732338386462011456)  2023-12-06T09:57Z [---] followers, [---] engagements


"$amlx "By wk [--] geometric least squares mean YKL-40 plasma conc decreased by apprx 20% (p=0.008) & CRP by 30% (p=0.048) in the PB & TURSO vs placebo group. YKL-40 (r of 0.21; p0.0001) & CRP (r of 0.19; p=0.0002) conc correlated w ALSFRS-R total score""  
[X Link](https://x.com/TOWiU2/status/1732339616370376849)  2023-12-06T10:02Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 33:"  
[X Link](https://x.com/anyuser/status/1733451894352158726)  2023-12-09T11:41Z [--] followers, [----] engagements


"@wkissel @leilei_wuu I don't know if that's the reason. @endpts is in the business of selling biopharma news "effectively" i.e. not really researched in depth With names like Roche's Genentech AbbVie Genmab Regeneron Johnson & Johnson they are simply getting more attention than with $AFMD"  
[X Link](https://x.com/TOWiU2/status/1734863171075158089)  2023-12-13T09:09Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 34:"  
[X Link](https://x.com/anyuser/status/1735776733868024305)  2023-12-15T21:39Z [--] followers, [---] engagements


"@BrianUherek Within the link under: "Current leukemia clinical trials and studies at Norton Cancer Institute" [--] trials are shown with sponsors $STTK $ABBV s Pharmacyclics Astex $SGEN Wugen $KYMR & $PRTC. But not the LuminICE with $AFMD"  
[X Link](https://x.com/TOWiU2/status/1736052584941596914)  2023-12-16T15:56Z [----] followers, [---] engagements


"Despite the high list price of Lyfgenia $blue has signed a large reimbursement deal for the sickle cell disease (SCD) gene therapy less than a week after its FDA approval. The deal could ease some concerns over the $3.1m wholesale acquisition cost bluebird placed on Lyfgenia"  
[X Link](https://x.com/TOWiU2/status/1736789466511966648)  2023-12-18T16:44Z [---] followers, [---] engagements


"@meremrtl @DanBrickner2 I'd be interested to know what my "belief" is since I don't have much opinion about $TGTX other than the data I've shown in the graph. I don't know who you're confusing me with I just hope that doesn't happen to you with stocks"  
[X Link](https://x.com/TOWiU2/status/1737805592498983167)  2023-12-21T12:01Z [---] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 35:"  
[X Link](https://x.com/anyuser/status/1738309943063675074)  2023-12-22T21:26Z [--] followers, [---] engagements


"@jonesallen236 @Pharmdca $life comparison with: $vktx $tern $arwr $mdgl $ibrx $etnb $rna $dyn. Start based on the share price at the end of trading April [--] [----]. Term = [--] year. Update after week 36:"  
[X Link](https://x.com/TOWiU2/status/1740848683992711585)  2023-12-29T21:34Z [---] followers, [---] engagements


"@MitchellReed09 @Tril_Investor Thx. We all need some luck. But you need less if you do your due diligence and even more important accept the outcome of your dd if you like it or not"  
[X Link](https://x.com/anyuser/status/1744087572630946174)  2024-01-07T20:04Z [--] followers, [--] engagements


"@justfactstruth Not about an additional indication just about XPHOZAH lauch performance: "that early demand . gives us confidence that we have yet another significant opportunity with XPHOZAH an opportunity which we will discuss more detailed during our 4th quarter earnings call" $ARDX"  
[X Link](https://x.com/anyuser/status/1744835642008244592)  2024-01-09T21:36Z [--] followers, [---] engagements


"@JD4for4 [----] guidance & Mcap $ARDX IBSRELA = $140-150M; Mcap $2.1B $TGTX BRIUMVI = $220-260M; Mcap $3.2B $INSM ARIKAYCE = $340-360M; Mcap $4.2B All [--] in a narrow Mcap range of 12-14 x guidance but otherwise totally different companies & future prospects. Poll: Which is your fav & why"  
[X Link](https://x.com/TOWiU2/status/1745064830271115415)  2024-01-10T12:47Z [---] followers, [---] engagements


"@AaronRosenblum5 @jayabacus @Phoenix3million 1) 2) $CLRB WM in 3rd line: 1k patients/year (webcast @ min 7:25) @ $375k (Oppenheimer per treatment course) = $375M/year. Not a blockbuster but a starting point"  
[X Link](https://x.com/TOWiU2/status/1750187799226056890)  2024-01-24T16:04Z [---] followers, [---] engagements


"Since January 11th I've been wondering if the path for $CYTK would continue more like $SGEN or like $MDGL and what was/is the difference between the two. That has changed today"  
[X Link](https://x.com/TOWiU2/status/1754971189703749709)  2024-02-06T20:51Z [----] followers, [----] engagements


"@euriboar It seems that over the course of [----] people began to realize that the original peak sales opportunity of $MDGL Resmetirom will be affected by current external developments. $LLY data release yesterday confirmed this to some extent. I don't see the same danger for $CYTK"  
[X Link](https://x.com/TOWiU2/status/1755116718215573621)  2024-02-07T06:30Z [---] followers, [---] engagements


"@Biohazard3737 (1/3) Some random thoughts: $NVO was mostly interested in the [--] filling sites that was the reason why it made it business sense. Remember that $DHR just one year ago walked away from buying $CTLT. https://www.fiercepharma.com/manufacturing/danaher-backs-away-catalent-cdmo-struggles-productivity-problems https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=167017 https://www.fiercepharma.com/manufacturing/danaher-backs-away-catalent-cdmo-struggles-productivity-problems"  
[X Link](https://x.com/TOWiU2/status/1757133946490429917)  2024-02-12T20:05Z [----] followers, [----] engagements


"@DewDiligence @factcatpoll Who could be a potential buyer"  
[X Link](https://x.com/TOWiU2/status/1757659090577227955)  2024-02-14T06:52Z [---] followers, [---] engagements


"@sharkbiotech @pittore187 @john_bresnahan Is it possible your #1 should read: $BIIB"  
[X Link](https://x.com/TOWiU2/status/1758123522969190739)  2024-02-15T13:38Z [---] followers, [---] engagements


"Amylyx Pharmaceuticals Inc (AMLX) Reports Robust Revenue Growth and Net Income for Full Year [----] via @YahooFinance Net Product Revenue: $380.8m for [----] Net Income: $49.3m/2023 $4.7m Q4 Cash Position: $AMLX ended the year with $371.4m"  
[X Link](https://x.com/TOWiU2/status/1760656176025358529)  2024-02-22T13:21Z [---] followers, [---] engagements


"@Pharmdca "Inari expects full year [----] revenue of $580 million to $595 million" is consistent with the current revenue growth trajectory. $NARI"  
[X Link](https://x.com/TOWiU2/status/1763602811860754594)  2024-03-01T16:30Z [----] followers, [----] engagements


"@vtcarguy81 @jonesallen236 @Pharmdca Its not my portfolio (unfortunatly) it is the comparison of a benchmark portfolio of [--] stocks picked in April [----] from @jonesallen236 vs Atyr = $life. In the moment outperformance of the benchmark portfolio vs Atyr is 59%"  
[X Link](https://x.com/TOWiU2/status/1763686959568859268)  2024-03-01T22:05Z [---] followers, [---] engagements


"Revance Therapeutics Inc. (NASDAQ:RVNC) Q4 [----] Earnings Call Transcript $RVNC via @YahooFinance"  
[X Link](https://x.com/TOWiU2/status/1764591879713063123)  2024-03-04T10:01Z [---] followers, [---] engagements


"Revance Announces Proposed Public Offering of Common Stock $rvnc via @YahooFinance"  
[X Link](https://x.com/TOWiU2/status/1764635603230945632)  2024-03-04T12:54Z [---] followers, [---] engagements


"Revance Announces Pricing of $100.0 Million Public Offering of Common Stock via @YahooFinance $RVNC he shares of common stock are being offered at a public offering price of $6.25 per share"  
[X Link](https://x.com/TOWiU2/status/1764672681763299730)  2024-03-04T15:22Z [---] followers, [---] engagements


"@Iamras2020 @Phoenix3million Revenue growth has been pretty consistent for [--] quarters I wonder why anyone would expect a sudden increase. And even before the 30% drop a market cap of 5.5x [----] revenue wasn't really high"  
[X Link](https://x.com/TOWiU2/status/1765339060539641961)  2024-03-06T11:30Z [---] followers, [--] engagements


"@nociFTW Probably the biggest question about the validity of the phase [--] results is the missing dose response. 25mg at one point is even worse then placebo. $INSM"  
[X Link](https://x.com/TOWiU2/status/1765444058200064154)  2024-03-06T18:27Z [---] followers, [---] engagements


"Emergent BioSolutions (EBS) Q4 [----] Earnings Call Transcript via @YahooFinance $EBS"  
[X Link](https://x.com/TOWiU2/status/1765657074724147655)  2024-03-07T08:33Z [---] followers, [---] engagements


"Merck KGaA walks away from BTKi evobrutinib focus on licensing external innovation - "have been extremely focused on our internal pipeline . has become a trap . number of shots on goal we have r lower than if we had been investing . on in-licensing"  
[X Link](https://x.com/TOWiU2/status/1766004291368530132)  2024-03-08T07:33Z [---] followers, [----] engagements


"aTyr Pharma Inc. (NASDAQ:LIFE) Q4 [----] Earnings Call Transcript via @YahooFinance $life"  
[X Link](https://x.com/TOWiU2/status/1769004262107852867)  2024-03-16T14:14Z [----] followers, [----] engagements


"Argenx Immunovant Soar As Tourmaline Plummets On A Rival's Lackluster Test Results " $IMVT has a drug in P3 testing for the condition .work by blocking the FcRn receptor . drugs from Chugai & $TRML block an inflammatory cytokine called IL-6" https://www.investors.com/news/technology/biotech-stocks-argenx-immunvant-tourmaline-generalized-myasthenia-gravis/ https://www.investors.com/news/technology/biotech-stocks-argenx-immunvant-tourmaline-generalized-myasthenia-gravis/"  
[X Link](https://x.com/TOWiU2/status/1770855528719057200)  2024-03-21T16:50Z [----] followers, [---] engagements


""In Narcolepsy Type [--] (NT2) treatment with $ALKS [----] resulted in statistically significant & clinically meaningful improvements in sleep latency w a mean change from baseline vs placebo of [--] minutes @ the [--] mg dose [--] minutes @ the [--] mg dose & [--] minutes @ the [--] mg dose.""  
[X Link](https://x.com/TOWiU2/status/1778030689893413087)  2024-04-10T12:02Z [----] followers, [---] engagements


""Placebo treatment in this cohort reduced mean sleep latency by two minutes. At the [--] mg and [--] mg doses the observed mean MWT scores over eight hours post-dose were within the reported normal range for healthy individuals." $ALKS"  
[X Link](https://x.com/TOWiU2/status/1778036744392249523)  2024-04-10T12:26Z [----] followers, [---] engagements


""Jefferies increased the probability of success for $ALKS-2680 to 50% with peak sales of $1 billion up from $700 million. The company plans to initiate a phase [--] study in patients with Narcolepsy Type [--] in the second half of 2024.""  
[X Link](https://x.com/TOWiU2/status/1778037747439038890)  2024-04-10T12:30Z [----] followers, [---] engagements


"$HROW will - release financial results on Monday May [--] [----] after the market close - will also post its first quarter Letter to Stockholders - will host a conference call and live webcast at 8:00 a.m. Eastern Time on Tuesday May [--] [----] https://investors.harrow.com/news-releases/news-release-details/harrow-will-release-first-quarter-2024-financial-results-after https://investors.harrow.com/news-releases/news-release-details/harrow-will-release-first-quarter-2024-financial-results-after"  
[X Link](https://x.com/TOWiU2/status/1783453523188883775)  2024-04-25T11:10Z [----] followers, [---] engagements


"@kolnauhc I do like the Vevye Scripts so far. $HROW"  
[X Link](https://x.com/TOWiU2/status/1783582256545886580)  2024-04-25T19:42Z [----] followers, [---] engagements


"@semodough Why does Cantor think the concerns about H.R.5074 are overdone Do they indicate a high probability that it will pass or is it more that the impact on $ARDX Xphozah sales would be smaller than the market fears"  
[X Link](https://x.com/TOWiU2/status/1786319522267336815)  2024-05-03T08:58Z [----] followers, [---] engagements


"@tampablue87 @ShaneCassidy1 @semodough That's right that's exactly what happened. Cantor's Louise Chen mixed Ibsrela and Xphozah and Mike clarified that those are [--] independent product lines and the $1 billion peak sales for Ibsrela will not be affected by the bundling of Xphozah"  
[X Link](https://x.com/TOWiU2/status/1786333438242418771)  2024-05-03T09:54Z [----] followers, [--] engagements


"@btcbabey @tampablue87 @ShaneCassidy1 @semodough I dont have in the moment an estimate for Xphozah Peak Sales only pros & cons vs Ibsrela: Pro = steeper ramp Pro = higher price Con = bundle/H.R.5074"  
[X Link](https://x.com/TOWiU2/status/1786406731603468412)  2024-05-03T14:45Z [----] followers, [--] engagements


"$DCTH https://link.springer.com/epdf/10.1245/s10434-024-15293-xsharing_token=5sZlF6_JQ2vrvUDSFiwZklR9MmLxJfDmU1c3CqwK5f0wkKgZ1TYWx8aqB3L4Duyyg2lNftGxgQb1qMcPUflL352Vhi9IdPSIWKcIrWm-FGN0Jt733Wfg_R3luNn1sy_ExGusU7Xi8_xw_BmFPHZ1rsbJDMoDzcjMgIWpwHDhoPQ%3D Excited to share [--] of [--] papers published/ in press on PHP. @MoffittNews was the lead institution on the international phase [--]. PHP is a great treatment option for patients with OM to liver. We are now doing 4-6 PHP/ month at Moffitt https://t.co/RQXa1CD9kp."  
[X Link](https://x.com/TOWiU2/status/1787198664743522354)  2024-05-05T19:12Z [----] followers, [----] engagements


"@dviceST @monaco_biotech @bio_2024 Isn't a post-low rise the definition of a "recent low" Unfortunately it doesn't say anything about the future"  
[X Link](https://x.com/TOWiU2/status/1787811688122548675)  2024-05-07T11:48Z [----] followers, [--] engagements


"@Jad121212 I do see the possibility that Nestle did consider a $MCRB acquisition in the past. But we live in the present and we invest in the future"  
[X Link](https://x.com/TOWiU2/status/1788348306961154281)  2024-05-08T23:20Z [----] followers, [---] engagements


"Biogen and Ionis Announce Topline Phase 1/2 Study Results of Investigational Drug in Amyotrophic Lateral Sclerosis via @YahooFinance $BIIB $IONS "Development of BIIB105 . will be discontinued based on data from the Phase 1/2 ALSpire study" https://finance.yahoo.com/news/biogen-ionis-announce-topline-phase-113000083.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/biogen-ionis-announce-topline-phase-113000083.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/TOWiU2/status/1791073532350218670)  2024-05-16T11:49Z [----] followers, [---] engagements


"" $IONS also announced that it will independently advance ION582 as part of Ionis' leading portfolio of potentially transformational medicines for serious neurological diseases. . $BIIB has elected not to exercise its option to license ION582." https://finance.yahoo.com/news/ionis-announces-positive-topline-results-110000499.html https://finance.yahoo.com/news/ionis-announces-positive-topline-results-110000499.html"  
[X Link](https://x.com/TOWiU2/status/1791075104958341310)  2024-05-16T11:55Z [----] followers, [---] engagements


"@monaco_biotech " $BIIB has elected not to exercise its option to license ION582." Apparently there are different definitions of "positive" from $IONS and $BIIB"  
[X Link](https://x.com/TOWiU2/status/1791078223905796111)  2024-05-16T12:08Z [----] followers, [---] engagements


"@monaco_biotech Pricing of offering: $51 = [--] Lets see if it holds"  
[X Link](https://x.com/TOWiU2/status/1793499337227710846)  2024-05-23T04:28Z [----] followers, [---] engagements


"Investors say 'no bueno' as Cytokinetics stymies M&A prospects with complex Royalty deal Interestingly both deal partners $CYTK & $RPRX are red today. Maybe it's not about a bad deal or M&A not happening but about the prospect of Aficamten as a drug. https://www.fiercebiotech.com/biotech/investors-say-no-beuno-cytokinetics-stymies-ma-prospects-complex-royalty-deal https://www.fiercebiotech.com/biotech/investors-say-no-beuno-cytokinetics-stymies-ma-prospects-complex-royalty-deal"  
[X Link](https://x.com/TOWiU2/status/1793670776572506496)  2024-05-23T15:50Z [----] followers, [---] engagements


"@onerealridge I respectfully disagree. The fact that "Ms. Rodriguez will remain in an advisory role to the Company through the end of 2024" makes this strange. She doesn't seem to have a new job and $ARDX still seems to need her. So why the dismissal"  
[X Link](https://x.com/TOWiU2/status/1794014632157249755)  2024-05-24T14:36Z [----] followers, [---] engagements


"@BHunter3663 Interestingly the $ARDX 8k wording does use "mutually determined" instead of "mutually agreed". https://ir.ardelyx.com/static-files/8c962e65-0779-4fe5-abb2-791901aa1457 https://ir.ardelyx.com/static-files/8c962e65-0779-4fe5-abb2-791901aa1457"  
[X Link](https://x.com/TOWiU2/status/1794334048384598069)  2024-05-25T11:45Z [----] followers, [---] engagements


"@SchoolyardPS7 @tampablue87 @crypto_biotech In short this makes your suggestion that $ARDX submit their existing (FDA Japan and China) trial data for EMA approval more of a theoretical possibility than a really viable path to EU approval (in my humble opinion)"  
[X Link](https://x.com/TOWiU2/status/1794757652133941328)  2024-05-26T15:49Z [----] followers, [---] engagements


"@jud_guy In fact it's there but UNC and Duke are so close that you have to zoom in to see Duke hiding behind UNC on the map"  
[X Link](https://x.com/TOWiU2/status/1796451286168293509)  2024-05-31T07:58Z [----] followers, [--] engagements


"@ValueDig The $100m raise in Q1 is included in the cash of $277m as of March [--] [----]. It is not additional. At the current loss rate of $50m/Q $RVNC need to make such a $100m raise every other quarter until they are "EBITDA positive in 2025" or even longer to pay off their debt"  
[X Link](https://x.com/TOWiU2/status/1799453004284002417)  2024-06-08T14:46Z [----] followers, [---] engagements


"@DumbInvestorGuy @Phoenix3million @ValueDig Agree with the fact Daxxi therapeutics is missing. But thats only $10m for [----]. Q1 seasonality does not even need to be discussed given the stagnation shown since several quarters"  
[X Link](https://x.com/TOWiU2/status/1799838738337743185)  2024-06-09T16:19Z [----] followers, [--] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1804246199509176344)  2024-06-21T20:13Z [----] followers, [---] engagements


"Alnylams ATTR therapy succeeds in Phase [--] heart trial We believe w the data we have in hand this will become the new standard of care in patients w ATTR cardiomyopathy. This is really really tremendous data & clearly a huge opportunity for $ALNY. https://endpts.com/alnylams-attr-therapy-succeeds-in-phase-3-heart-outcomes-trial/ https://endpts.com/alnylams-attr-therapy-succeeds-in-phase-3-heart-outcomes-trial/"  
[X Link](https://x.com/TOWiU2/status/1805211879742050719)  2024-06-24T12:10Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1806949851277475919)  2024-06-29T07:16Z [----] followers, [---] engagements


"@monaco_biotech @Lord_of_Biotech Biotech investors are not to blame here. Biotech investments rely on the security of regulations (FDA IP USA as a democracy and general compliance with the law). All of this seems to have changed in the last week (aka SCOTUS on Chevron and presidential immunity)"  
[X Link](https://x.com/TOWiU2/status/1808240237455593900)  2024-07-02T20:44Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1809318731694444553)  2024-07-05T20:09Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1811858347848527951)  2024-07-12T20:21Z [----] followers, [---] engagements


"@DueDoctor I'm old enough to remember the times when the obvious answer seemed to be $LLY and $NVO"  
[X Link](https://x.com/TOWiU2/status/1812242787485565289)  2024-07-13T21:48Z [----] followers, [---] engagements


"aTyr Pharma: A Small Cap with Big Ideas in Inflammatory Diseases $atyr $life https://synthetic.com/tyr-pharma-a-small-cap-with-big-ideas-in-inflammatory-diseases/ https://synthetic.com/tyr-pharma-a-small-cap-with-big-ideas-in-inflammatory-diseases/"  
[X Link](https://x.com/TOWiU2/status/1814051605232091292)  2024-07-18T21:36Z [----] followers, [----] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1814400025436262482)  2024-07-19T20:40Z [----] followers, [----] engagements


"@monaco_biotech Not all some to me also"  
[X Link](https://x.com/TOWiU2/status/1816853467232608612)  2024-07-26T15:09Z [----] followers, [---] engagements


"@monaco_biotech Do you have a source/link to EC for August [--] could not find it on their website"  
[X Link](https://x.com/TOWiU2/status/1816854555952292299)  2024-07-26T15:14Z [----] followers, [---] engagements


"@monaco_biotech Thx"  
[X Link](https://x.com/TOWiU2/status/1816855207717790194)  2024-07-26T15:16Z [----] followers, [--] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1816975751335543190)  2024-07-26T23:15Z [----] followers, [---] engagements


"Very good interview with the $TARS CEO in general. Best part from my perspective: Minute 5:15 to 5:45 about LOTILANER in XDEMVY targeting the GABA chloride channel pathway of parasites exclusively not impacting host biochemistry. https://www.youtube.com/watchv=8s2udVGUIe8 https://www.youtube.com/watchv=8s2udVGUIe8"  
[X Link](https://x.com/TOWiU2/status/1817219165146509435)  2024-07-27T15:23Z [----] followers, [---] engagements


"$ATYR $LIFE Today we announced a research study with Stanford Medicine to explore our anti-NRP2 antibodies in #glioblastomamultiforme (#GBM) the most common type of primary #braincancer with Dr. Michael Lim Chair of the Department of Neurosurgery as PI. https://t.co/ma8gOONYds https://t.co/ZhdEU4zQQ0 Today we announced a research study with Stanford Medicine to explore our anti-NRP2 antibodies in #glioblastomamultiforme (#GBM) the most common type of primary #braincancer with Dr. Michael Lim Chair of the Department of Neurosurgery as PI. https://t.co/ma8gOONYds https://t.co/ZhdEU4zQQ0"  
[X Link](https://x.com/TOWiU2/status/1818263214380945849)  2024-07-30T12:31Z [----] followers, [----] engagements


"@ErikOtto2 @Michaelrose102 @Sanctuary_Bio @adar170 According [--] the file posted by @CaptainKangaJew recent $TARS price action seem 2b related to script numbers beeing flat in the summer period similar to the flatness seen in Jan & Feb. People seem to underestimate the fact that XDEMVY for now is all NRX. https://x.com/CaptainKangaJew/status/1817227989496537368 @Dreesenkl Yes consensus 2Q is $32mil. It's full year [----] ($142mil) and beyond (2025 $270mil) that people are recently worried about due to flattening Rx trend since May. The company could surprise (3rd-party data doesn't necessarily ="  
[X Link](https://x.com/TOWiU2/status/1818267185933922313)  2024-07-30T12:47Z [----] followers, [---] engagements


"@Lucy3370 FWIW: "TGTX Earnings Date Earnings announcement* for TGTX Aug [--] [----] TG Therapeutics Inc. Common Stock is estimated to report earnings on 08/06/2024. The upcoming earnings date is derived from an algorithm based on a company's historical reporting dates" https://www.nasdaq.com/market-activity/stocks/tgtx/earnings https://www.nasdaq.com/market-activity/stocks/tgtx/earnings"  
[X Link](https://x.com/TOWiU2/status/1818653502022799639)  2024-07-31T14:22Z [----] followers, [--] engagements


"@intimepk @ErikOtto2 @Michaelrose102 @Sanctuary_Bio @adar170 @CaptainKangaJew Q2 will not be bad at all current consensus is $31.66m ($27-35.51m). After that we will see the impact of increased sales force broader marked adoption Medicare D coverage and RRx midterm. LT we will see if Lotilaner/XDEMVY is the "pipeline in a product" as $TARS pictures it"  
[X Link](https://x.com/TOWiU2/status/1818954001745862674)  2024-08-01T10:16Z [----] followers, [---] engagements


"@StormT61M $ARDX XPHOZAH launch growth now at 4.3x the $/Q-value of the initial IBSRELA launch (Q3 = 2nd full Q)"  
[X Link](https://x.com/TOWiU2/status/1819110629594353893)  2024-08-01T20:39Z [----] followers, 18.1K engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1819635858879750236)  2024-08-03T07:26Z [----] followers, [---] engagements


"It will be interesting to see EU CHEMOSAT Q2 sales. In Q1 US HEPZATOKIT wasnt beating consensus but EU CHEMOSAT was the positive surprise. Many expect Q2 US HKIT [--] beat consensus of $5.23m (3.8-7.3) so it wouldnt b a surprise. But a good EU CHEMOSAT Q2 could be (again). $DCTH https://t.co/a0e14ZCSkq Delcath Systems to Host Second Quarter [----] Earnings Call $DCTH Event Date: Monday August [--] [----] Time: 4:30 PM Eastern Time https://t.co/a0e14ZCSkq Delcath Systems to Host Second Quarter [----] Earnings Call $DCTH Event Date: Monday August [--] [----] Time: 4:30 PM Eastern Time"  
[X Link](https://x.com/TOWiU2/status/1820004740517839357)  2024-08-04T07:51Z [----] followers, [---] engagements


"@MacTheKnife1966 The market is there for sure. The problem is that it was sold for a very low price during the last decade in Europe lets see what can be done about this"  
[X Link](https://x.com/TOWiU2/status/1820029056949080334)  2024-08-04T09:28Z [----] followers, [--] engagements


"@jfais20 IMHO(Part 2) from the perspective of the buyer the question is whether $TARS is seen as a pipeline opportunity for a typical eyecare co. or rather for a co. that already knows isoxazolines perhaps from their veterinary part. Would make a significant difference [--] the BO price"  
[X Link](https://x.com/TOWiU2/status/1820079981160026137)  2024-08-04T12:50Z [----] followers, [---] engagements


"TARS Pharmaceuticals: XDEMVY Eye Drops Set for Strong Performance in 2Q24 Amid Strategic Sales Expansion via @@stoxpo $TARS https://stoxpo.com/index.php/2024/07/29/tars-pharmaceuticals-xdemvy-eye-drops-set-for-strong-performance-in-2q24-amid-strategic-sales-expansion/ https://stoxpo.com/index.php/2024/07/29/tars-pharmaceuticals-xdemvy-eye-drops-set-for-strong-performance-in-2q24-amid-strategic-sales-expansion/"  
[X Link](https://x.com/TOWiU2/status/1820189964618903859)  2024-08-04T20:07Z [----] followers, [---] engagements


"Nice list of biotechs beating consensus revenue estimates in Q1 & Q2 [----]. Including $DCTH $ARDX & $TGTX. $SWTX joins list of recent comm'l-stage bios that beat consensus by 10%+ Q1 & Q2 [--]. These [--] incl. $DCTH $ARDX $BPMC $TGTX $BCRX. SWTX now says the 7000/DT/US active patient est. is "conservative" (hence TAM c/b higher). We own SWTX. This is not investment advice. More to come https://t.co/rvhUdji62l $SWTX joins list of recent comm'l-stage bios that beat consensus by 10%+ Q1 & Q2 [--]. These [--] incl. $DCTH $ARDX $BPMC $TGTX $BCRX. SWTX now says the 7000/DT/US active patient est. is"  
[X Link](https://x.com/TOWiU2/status/1821467753342964203)  2024-08-08T08:45Z [----] followers, [----] engagements


"$TARS $40.8m XDEMVY net prod sales 2nd Q & $65.5m YTD Delivered more than [-----] bottles XDEMVY [--] patients 2nd Q GTN discount of 44% reflecting strong payer coverage incl commercial & Medicare Expanded sales force 2b fully deployed by end of 3rd Q [----] https://ir.tarsusrx.com/news-releases/news-release-details/tarsus-reports-second-quarter-and-year-date-2024-financial https://ir.tarsusrx.com/news-releases/news-release-details/tarsus-reports-second-quarter-and-year-date-2024-financial"  
[X Link](https://x.com/TOWiU2/status/1821640920464552155)  2024-08-08T20:13Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1822005636919681508)  2024-08-09T20:22Z [----] followers, [---] engagements


"@monaco_biotech It will be an interesting call on Tuesday August 13"  
[X Link](https://x.com/TOWiU2/status/1822008221453987950)  2024-08-09T20:33Z [----] followers, [---] engagements


"Comparison of the $TARS XDEMVY launch after [--] quarters with some other random drugs/companies I've been following. To be in the top third of these twelve launches is not too shabby in my opinion"  
[X Link](https://x.com/TOWiU2/status/1822265465835503634)  2024-08-10T13:35Z [----] followers, [---] engagements


"@ValueForAll1 @Biohazard3737 "Most successful launch in eye care recently" depends on definition. IHEEZO 98% & VEVYE 212% growth QOQ vs XDEMVY 65%. Caution: $HROW is "demand" & scripts as they do not break out $ of those products. $TARS is $ and XDEMVY alone is $40.8m/Q1 vs all of HROW is $48.9m/Q1"  
[X Link](https://x.com/TOWiU2/status/1822663906684203287)  2024-08-11T15:58Z [----] followers, [---] engagements


"@ayeedayy @SexyStockSlayer @smantel ACAM2000 is in fact a very effective smallpox vaccine with current contracts to supply the U.S. Government. $EBS does guide for Mpox indication approval in Q3 [----]. https://investors.emergentbiosolutions.com/static-files/5d11ab35-471f-4a9f-84aa-c399203321fc https://investors.emergentbiosolutions.com/static-files/5d11ab35-471f-4a9f-84aa-c399203321fc"  
[X Link](https://x.com/TOWiU2/status/1824068140923343278)  2024-08-15T12:58Z [----] followers, [---] engagements


"@StormT61M What is the realistic TAM & peak sales of OJEMDA $DAWN"  
[X Link](https://x.com/TOWiU2/status/1824088577585602824)  2024-08-15T14:19Z [----] followers, [---] engagements


"@Jonny_fun_guy @Pharmdca @StormT61M Thanks to both of you. I think honest and respectful disagreements and discussions are what makes Biotwitter valuable. I bought a small $DAWN starting position yesterday to keep me interested and will now start digging a little deeper"  
[X Link](https://x.com/TOWiU2/status/1824409060814344192)  2024-08-16T11:33Z [----] followers, [--] engagements


"@Pharmdca There are [--] Mpox plays w drugs/vaccines on the market $EBS & $BAVA.CO / $BVNRY. With those [--] its possible to play the Mpox runups whenever they happen with limited downside. Did this yesterday w EBS not really that lucrative due to very limited size & selling early but fun"  
[X Link](https://x.com/TOWiU2/status/1824464120055214256)  2024-08-16T15:11Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1824539561118273791)  2024-08-16T20:11Z [----] followers, [---] engagements


"@emrata85 Apparently you're referring to $VLTO that was spun off from $DHR in September [----]. https://www.veralto.com/ https://www.veralto.com/"  
[X Link](https://x.com/TOWiU2/status/1825514429842071614)  2024-08-19T12:45Z [----] followers, [--] engagements


"FDA issued CRL for the BLA for linvoseltamab $REGN "The sole approvability issue identified is related to findings from a pre-approval inspection at a third-party fill/finish manufacturer for another companys product candidate." https://investor.regeneron.com/news-releases/news-release-details/regeneron-provides-update-biologics-license-application-0 https://investor.regeneron.com/news-releases/news-release-details/regeneron-provides-update-biologics-license-application-0"  
[X Link](https://x.com/TOWiU2/status/1826292294032543825)  2024-08-21T16:16Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1827075650114687137)  2024-08-23T20:09Z [----] followers, [---] engagements


"@ChrisOlin @NightOwlBiotech $TARS estimate of $275 million in [----] seems achievable even if a simple linear extrapolation of the first [--] XDEMVY commercial quarters could be considered too optimistic"  
[X Link](https://x.com/TOWiU2/status/1827259008866025840)  2024-08-24T08:17Z [----] followers, [---] engagements


"@ChrisOlin @NightOwlBiotech @MartinShkreli renevue prognosis for $TARS [----] at $360m https://youtube.com/live/-fK_xfuLRk0 https://youtube.com/live/-fK_xfuLRk0"  
[X Link](https://x.com/TOWiU2/status/1828745602890342819)  2024-08-28T10:45Z [----] followers, [---] engagements


"A good introduction if you want to understand the background of Demodex Blepharitis XDEMVY and $TARS: "Demodex Blepharitis: A Comprehensive Review of the Disease Current Management and Emerging Therapies" https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10351901/ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10351901/"  
[X Link](https://x.com/TOWiU2/status/1829074626661450101)  2024-08-29T08:32Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1829611655313178955)  2024-08-30T20:06Z [----] followers, [---] engagements


"NARCAN Nasal Spray can help save lives from an opioid overdose. Emergent CEO Joe Papa explains how more access to naloxone is positively impacting the U.S. opioid crisis. via @EmergentWeGo $ebs https://partners.wsj.com/emergent/joe-papa-ceo-interview/leading-a-new-way-forward-for-public-health-and-the-fight-against-opioid-overdose/ https://partners.wsj.com/emergent/joe-papa-ceo-interview/leading-a-new-way-forward-for-public-health-and-the-fight-against-opioid-overdose/"  
[X Link](https://x.com/TOWiU2/status/1831552164121985244)  2024-09-05T04:37Z [----] followers, [---] engagements


"Comparison of protection against mpox following mRNA or modified vaccinia Ankara vaccination in nonhuman primates: Cell $MRNA $BAVA.CO https://www.cell.com/cell/fulltext/S0092-8674%2824%2900972-3 https://www.cell.com/cell/fulltext/S0092-8674%2824%2900972-3"  
[X Link](https://x.com/TOWiU2/status/1831594753915302104)  2024-09-05T07:26Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1832150236937978323)  2024-09-06T20:13Z [----] followers, [---] engagements


"Roche and Sanofi MS Trials Show Potential Challenges of Oral BTK Inhibitors https://www.biospace.com/drug-development/roche-and-sanofi-ms-trials-show-potential-challenges-of-oral-btk-inhibitors https://www.biospace.com/drug-development/roche-and-sanofi-ms-trials-show-potential-challenges-of-oral-btk-inhibitors"  
[X Link](https://x.com/TOWiU2/status/1832882061746598004)  2024-09-08T20:41Z [----] followers, [---] engagements


"@jfais20 Any concerns that the [----] patents are just "composition of matter"-patents and that Elancos Lotilaner chemical patent will expire as early as 2030"  
[X Link](https://x.com/TOWiU2/status/1833163087567835598)  2024-09-09T15:18Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1834707883172253738)  2024-09-13T21:37Z [----] followers, [---] engagements


"@jfais20 $TARS XDEMVY TRx chart from: https://stocktwits.com/RonIsWrong/message/586023693 https://stocktwits.com/RonIsWrong/message/586023693"  
[X Link](https://x.com/TOWiU2/status/1837078755317014696)  2024-09-20T10:38Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1837222799930236937)  2024-09-20T20:10Z [----] followers, [----] engagements


"@jfais20 $TARS XDEMVY TRx chart update 6th of Sept [----]. From: https://stocktwits.com/WSRX/message/586695087 https://stocktwits.com/WSRX/message/586695087"  
[X Link](https://x.com/TOWiU2/status/1837500240753995959)  2024-09-21T14:32Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1839758808404336936)  2024-09-27T20:07Z [----] followers, [---] engagements


"@jfais20 $TARS XDEMVY TRx chart update 13th of Sept [----]. From: https://stocktwits.com/RonIsWrong/message/587387006 https://stocktwits.com/RonIsWrong/message/587387006"  
[X Link](https://x.com/TOWiU2/status/1840063624645153008)  2024-09-28T16:18Z [----] followers, [---] engagements


""stat sig diff in time-to-1st-relapse for corticosteroid use in therapeutic (3 & [--] mg/kg efzofitimod) vs subtherapeutic (1 mg/kg efzo & placebo) groups 54.4% of patients in the subtherap. group relapsed following corticosteroid taper comp to 7.7% in the therapeutic group" 2/3"  
[X Link](https://x.com/TOWiU2/status/1841459337895567607)  2024-10-02T12:44Z [----] followers, [---] engagements


"$BBIO to Present Outcomes Data Through [--] Months from the Open-Label Extension of ATTRibute-CM the Phase [--] Study of Acoramidis for Treatment of ATTR-CM at [----] AHA Scientific Sessions https://investor.bridgebio.com/news-releases/news-release-details/bridgebio-present-outcomes-data-through-42-months-open-label https://investor.bridgebio.com/news-releases/news-release-details/bridgebio-present-outcomes-data-through-42-months-open-label"  
[X Link](https://x.com/TOWiU2/status/1841875617723105394)  2024-10-03T16:19Z [----] followers, [---] engagements


"@DmitryKovalchuk I think Tafamidis is exactly the antitrust reason why $pfe wouldn't be able to buy $bbio even if they wanted to"  
[X Link](https://x.com/TOWiU2/status/1842288193087103430)  2024-10-04T19:38Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1842295862569119744)  2024-10-04T20:08Z [----] followers, [---] engagements


"@Pharmdca $BBIO Acoramidis PDUFA November 29th [----]. https://x.com/monaco_biotech/status/1842316782000128032 https://seekingalpha.com/article/4716552-bridgebio-pdufa-date-expected-in-november-2024-could-shift-momentum A good summary of $BBIO. Just in case anyone is not familiar with the company history. https://t.co/Qp4ICm8FoG https://x.com/monaco_biotech/status/1842316782000128032 https://seekingalpha.com/article/4716552-bridgebio-pdufa-date-expected-in-november-2024-could-shift-momentum A good summary of $BBIO. Just in case anyone is not familiar with the company history."  
[X Link](https://x.com/TOWiU2/status/1842322731158978860)  2024-10-04T21:55Z [----] followers, [---] engagements


"$TARS XDEMVY TRx chart update 20th of Sept [----]. From: https://stocktwits.com/RonIsWrong/message/588044211 https://stocktwits.com/RonIsWrong/message/588044211"  
[X Link](https://x.com/TOWiU2/status/1842505997056717088)  2024-10-05T10:03Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1844834974622744739)  2024-10-11T20:18Z [----] followers, [----] engagements


"$TARS XDEMVY TRx chart update 27th of Sept [----]. From: https://stocktwits.com/Houseofsweeps/message/588705757 https://stocktwits.com/Houseofsweeps/message/588705757"  
[X Link](https://x.com/TOWiU2/status/1845043404259893448)  2024-10-12T10:06Z [----] followers, [---] engagements


"$ARDX [--] present . at the American Society of Nephrologys Kidney Week - Sustained Phosphate Reduction Assessed by P AUC With . - Tenapanor Reduces Serum Phosphate With Similar Efficacy & Tolerability Profiles When Added to Various Phosphate Binders https://ir.ardelyx.com/news-releases/news-release-details/ardelyx-present-additional-data-supporting-first-class-0 https://ir.ardelyx.com/news-releases/news-release-details/ardelyx-present-additional-data-supporting-first-class-0"  
[X Link](https://x.com/TOWiU2/status/1846180563004092805)  2024-10-15T13:25Z [----] followers, [----] engagements


"$TARS Launches Your Mitey Problem the 1st Direct-2-Consumer TV Campaign for XDEMVY (lotilaner ophthalmic solut.) 0.25% Campaign showcases root cause of Demodex blepharitis through creative representation of mischief-causing mites on patients eyelids https://ir.tarsusrx.com/news-releases/news-release-details/tarsus-launches-your-mitey-problem-first-direct-consumer-tv https://ir.tarsusrx.com/news-releases/news-release-details/tarsus-launches-your-mitey-problem-first-direct-consumer-tv"  
[X Link](https://x.com/TOWiU2/status/1846894313646559319)  2024-10-17T12:41Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1847372802405589147)  2024-10-18T20:22Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1849905784101994948)  2024-10-25T20:08Z [----] followers, [---] engagements


"@priv9296 @Pharmdca Correct: $DAWN will host a live conference call and webcast on Wednesday October [--] [----] at 4:30 p.m. ET to report financial results and discuss corporate progress for the third quarter [----]. https://ir.dayonebio.com/news-releases/news-release-details/day-one-report-third-quarter-2024-financial-results-wednesday https://ir.dayonebio.com/news-releases/news-release-details/day-one-report-third-quarter-2024-financial-results-wednesday"  
[X Link](https://x.com/TOWiU2/status/1850504865597817026)  2024-10-27T11:48Z [----] followers, [---] engagements


"$DAWN Reports 3rd Quarter [----] Financial Results and Corporate Progress Achieved $20.1m in OJEMDATM (tovorafenib) net product revenue Ended the third quarter with $558.4m in cash cash equivalents & short-term investments https://ir.dayonebio.com/news-releases/news-release-details/day-one-reports-third-quarter-2024-financial-results-and https://ir.dayonebio.com/news-releases/news-release-details/day-one-reports-third-quarter-2024-financial-results-and"  
[X Link](https://x.com/TOWiU2/status/1851718231897313777)  2024-10-30T20:10Z [----] followers, [----] engagements


"@StormT61M $ARDX XPHOZAH launch growth now at 4.5x the $/Q-value of the initial IBSRELA launch"  
[X Link](https://x.com/TOWiU2/status/1852086755614478813)  2024-10-31T20:34Z [----] followers, [---] engagements


"Q3 [----] Ardelyx Inc Earnings Call Transcript $ARDX https://finance.yahoo.com/news/q3-2024-ardelyx-inc-earnings-140450515.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/q3-2024-ardelyx-inc-earnings-140450515.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/TOWiU2/status/1852400074279546947)  2024-11-01T17:19Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1852446933136322661)  2024-11-01T20:25Z [----] followers, [---] engagements


"@WatcherBiotech This equates to annualized XDEMVY revenue of $267 million for $TARS [--] months after launch"  
[X Link](https://x.com/TOWiU2/status/1852699233289126363)  2024-11-02T13:08Z [----] followers, [----] engagements


"@monaco_biotech So let's look at what $VRNA has already beaten with today's announcement: - all estimates for Q3 - low and average estimates for Q4 - low and average total estimates for [----] - low overall estimate for 2025"  
[X Link](https://x.com/TOWiU2/status/1853411405384278349)  2024-11-04T12:18Z [----] followers, [----] engagements


"@monaco_biotech @Lucy3370 "at the Company's new biopharmaceutical manufacturing facility in Holly Springs North Carolina which is set to be fully operational in 2025""  
[X Link](https://x.com/TOWiU2/status/1853440518237114686)  2024-11-04T14:13Z [----] followers, [---] engagements


"$VRNA poll. What other COPD drug will Ohtuvayre be comparable to in terms of the percentage of patients Daliresp (roflumilast) Anoro (umeclidinium bromide/vilanterol) Spiriva (tiotropium bromide) or Symbicort (budesonide/formoterol) Daliresp Anoro Symbicort Spiriva Daliresp Anoro Symbicort Spiriva"  
[X Link](https://x.com/TOWiU2/status/1853753348010250631)  2024-11-05T10:56Z [----] followers, [---] engagements


"@wkissel If Alvelestat is not yet approved it has no known percentage of patients. What is your expectation"  
[X Link](https://x.com/TOWiU2/status/1853757368464449937)  2024-11-05T11:12Z [----] followers, [---] engagements


"@PikaCapital Cost of sales . was$39.8M primarily attributed to - $8.3M in period costs associated with patient drop off & manufacturing success rates - $5.5M for non-cash amortization expense for intangible assets - $3.9M in royalties payable on product sales Delta: $221M $IOVA"  
[X Link](https://x.com/TOWiU2/status/1854781011592106070)  2024-11-08T07:00Z [----] followers, [---] engagements


"@AaronRosenblum5 @PikaCapital Current capacity: 2000/year Q3/24 = [--] = [---] annualized 2000/328 = [--] It seems that with the current setting $IOVA could perform [--] times the procedures performed in Q3 in the same period Do you expect that the GOGS would also go down to 1/6 = from 68% of sales to 11%"  
[X Link](https://x.com/TOWiU2/status/1854851407137911246)  2024-11-08T11:40Z [----] followers, [---] engagements


"Given our strong balance sheet & consistent revenue growth which puts us on the cusp of profitability $DCTH. . Based on broad interest from oncology leaders we r advancing programs for the use of HEPZATO in liver dominant colorectal breast cancers https://investors.delcath.com/news-releases/news-release-details/delcath-systems-reports-third-quarter-2024-results-and-business https://investors.delcath.com/news-releases/news-release-details/delcath-systems-reports-third-quarter-2024-results-and-business"  
[X Link](https://x.com/TOWiU2/status/1854891855399321897)  2024-11-08T14:20Z [----] followers, [---] engagements


"@JD4for4 $ARDX $TGTX $INSM SP change week [--] after poll:"  
[X Link](https://x.com/TOWiU2/status/1854995724699849011)  2024-11-08T21:13Z [----] followers, [---] engagements


"$IOVA WF08Nov2024"  
[X Link](https://x.com/TOWiU2/status/1856637282821841171)  2024-11-13T09:56Z [----] followers, [---] engagements


""Following the USapproval of XOLREMDI in April [----] $XFOR is now generating revenues from product sales" "Rev & Cost of Rev: For the 3months ended Sep30 X4 reported net product rev of $0.6m & cost of rev of $0.2m . incl approx $0.2m of license costs" https://investors.x4pharma.com/news-releases/news-release-details/x4-pharmaceuticals-reports-third-quarter-2024-financial-results https://investors.x4pharma.com/news-releases/news-release-details/x4-pharmaceuticals-reports-third-quarter-2024-financial-results"  
[X Link](https://x.com/TOWiU2/status/1856664657647280180)  2024-11-13T11:45Z [----] followers, [----] engagements


"$XFOR XOLREMDI revenue 2024: Q3: $560k Q2: $563k"  
[X Link](https://x.com/TOWiU2/status/1856666694086705360)  2024-11-13T11:53Z [----] followers, [----] engagements

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