# ![@ValueForAll1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1373080695728398339.png) @ValueForAll1 value

value posts on X about $sgmt, $cdxs, $clov, $prqr the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1373080695728398339/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1373080695728398339/c:line/m:interactions.svg)

- [--] Week [-----] +24%
- [--] Month [------] -53%
- [--] Months [-------] +127%
- [--] Year [-------] +147%

### Mentions: [--] [#](/creator/twitter::1373080695728398339/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1373080695728398339/c:line/m:posts_active.svg)

- [--] Week [--] +57%
- [--] Month [---] +22%
- [--] Months [---] +327%
- [--] Year [---] +91%

### Followers: [------] [#](/creator/twitter::1373080695728398339/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1373080695728398339/c:line/m:followers.svg)

- [--] Week [---] +0.66%
- [--] Month [---] +3.30%
- [--] Months [---] +35%
- [--] Year [---] +70%

### CreatorRank: [---------] [#](/creator/twitter::1373080695728398339/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1373080695728398339/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42.99% [finance](/list/finance)  14.93% [countries](/list/countries)  3.17% [cryptocurrencies](/list/cryptocurrencies)  2.71% [technology brands](/list/technology-brands)  2.26% [social networks](/list/social-networks)  0.9% [financial services](/list/financial-services)  0.45% [exchanges](/list/exchanges)  0.45% [celebrities](/list/celebrities)  0.45%

**Social topic influence**
[$sgmt](/topic/$sgmt) #5, [$cdxs](/topic/$cdxs) #5, [$clov](/topic/$clov) 12.22%, [$prqr](/topic/$prqr) 11.31%, [$mdgl](/topic/$mdgl) 6.33%, [$lly](/topic/$lly) 4.98%, [$srpt](/topic/$srpt) 4.98%, [tapi](/topic/tapi) 4.52%, [target](/topic/target) 4.52%, [$clsd](/topic/$clsd) 4.07%

**Top accounts mentioned or mentioned by**
[@rnaianalyst](/creator/undefined) [@jfais20](/creator/undefined) [@serestx](/creator/undefined) [@nestlehealthus](/creator/undefined) [@flagshippioneer](/creator/undefined) [@cloverhealth](/creator/undefined) [@ftc](/creator/undefined) [@gormboepetersen](/creator/undefined) [@biotech2k1](/creator/undefined) [@joserestonva](/creator/undefined) [@aafree](/creator/undefined) [@abivaxceo](/creator/undefined) [@saltynostrils](/creator/undefined) [@tracelarabee11](/creator/undefined) [@stevewagsinvest](/creator/undefined) [@biomedicalrx](/creator/undefined) [@piratewaffle](/creator/undefined) [@clearsidebio](/creator/undefined) [@escardio](/creator/undefined) [@nejm](/creator/undefined)

**Top assets mentioned**
[Sagimet Biosciences Inc. (SGMT)](/topic/$sgmt) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Eli Lilly and Company (LLY)](/topic/$lly) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Novartis AG (NVS)](/topic/$nvs) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Moderna Inc (MRNA)](/topic/$mrna) [AbbVie Inc (ABBV)](/topic/$abbv) [Inventiva S.A. (IVA)](/topic/$iva) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Synthetify (SNY)](/topic/$sny) [Johnson & Johnson (JNJ)](/topic/$jnj) [GameStop, Corp. (GME)](/topic/$gme) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Denifanstat Patent application (Sept 2023): TAPI engineered "Form DF1" specifically for stability. Its the "Lock" to Resmetiroms "Key" in the upcoming FDC. $sgmt likely licensed this patent as well"  
[X Link](https://x.com/ValueForAll1/status/2007111652496609339)  2026-01-02T15:28Z [---] followers, [---] engagements


"$iva Lanifibranor Patent (June 2022): TAPI didn't stop at two. They prepped a Pan-PPAR "Form LA1" to enable a possible Triple-Combo FASN+THR+PPAR pill. No signs this is actively worked on"  
[X Link](https://x.com/ValueForAll1/status/2007111654178501074)  2026-01-02T15:28Z [---] followers, [---] engagements


"MASH-TAG [----] is next week. The screenshot below is from last January. $mdgl $iva $sgmt $nvo"  
[X Link](https://x.com/ValueForAll1/status/2007474067452875120)  2026-01-03T15:28Z [---] followers, [----] engagements


"Ascletis acne phase [--] safety PR - Jan [--] morning HK time which is still Jan [--] in the US. AAD late breaker abstracts: "Abstracts must be submitted by11:59 AM CST on January 28th 2026on the AAD website." I think they made it. AAD is during March [----] in Denver"  
[X Link](https://x.com/ValueForAll1/status/2018572105156313306)  2026-02-03T06:27Z [---] followers, [---] engagements


"$gild Been involved in multiple discussions that ended up someone else's M&A in [----]. Likely "Party A" in Akero proxy is Gilead. Still empty handed in MASH. Very limited number of late stage assets in MASH and $gild prefers oral. We'll wait. $sgmt"  
[X Link](https://x.com/ValueForAll1/status/2019053656025276877)  2026-02-04T14:21Z [---] followers, [----] engagements


"3/9 The Leverage: The landlord owes $9M in bonds from [----] used to outfit the building. With no rent since June '25 they were desperate to mitigate damages. $CDXS held all the cards"  
[X Link](https://x.com/ValueForAll1/status/2020519015592894639)  2026-02-08T15:24Z [---] followers, [---] engagements


"4/9 The Terms: $CDXS likely secured rock-bottom rent + massive concessions. They are solving the landlord's "ticking debt clock" while keeping their own burn rate low. Hopefully a masterclass in negotiation. We'll see real numbers in 10-K"  
[X Link](https://x.com/ValueForAll1/status/2020519018327671281)  2026-02-08T15:24Z [---] followers, [---] engagements


"This [-----] sq.ft. facility $cdxs is about to sign a lease on I think it will be some ex cell&gene therapy capacity sitting idle in the SF Bay Area. Maybe Moore used their $allo connections to negotiate a sublease on decent terms"  
[X Link](https://x.com/ValueForAll1/status/1986592723407937767)  2025-11-07T00:33Z [---] followers, [----] engagements


"This is what $mrk is likely paying $cdxs $37.8 in Q4 [----] for. Buying out rights for the enzyme developed using CodeEvolver platform critical one for efficient manufacturing of the potential future blockbuster. I'll share some links in comments Today at #AHA25 we shared first-time Phase [--] results of our investigational oral macrocyclic peptide. Learn more: https://t.co/8NmLpLuA8D https://t.co/0K9L1MQtMJ Today at #AHA25 we shared first-time Phase [--] results of our investigational oral macrocyclic peptide. Learn more: https://t.co/8NmLpLuA8D https://t.co/0K9L1MQtMJ"  
[X Link](https://x.com/anyuser/status/1987645201960386635)  2025-11-09T22:15Z [---] followers, [----] engagements


"That 3kg batch that used $cdxs ligation enzyme was likely a commercial validation batch of $alny AMVUTTRA (vutrisiran) executed by Bachem. If Alnylam can convince the FDA that no additional briging studies are required to manufacture under the new process it will be 🔥🔥🔥 $cdxs "For example recently one of our customers has used our ligase to produce a [--] kilogram batch of siRNA" - this is a phase [--] or commercial validation batch. 10k doses if we measure in inclisiran quarterly dosing - [----] patients $cdxs "For example recently one of our customers has used our ligase to produce a [--] kilogram"  
[X Link](https://x.com/ValueForAll1/status/1987865192517239265)  2025-11-10T12:49Z [---] followers, [----] engagements


"$cdxs Dilly buying 50k shares on the open market is something but I'd love to see others in the exec team to follow. No MNPI no blackouts go and prove you have skin in the game something other than free RSU and options"  
[X Link](https://x.com/ValueForAll1/status/1988761943319150936)  2025-11-13T00:12Z [---] followers, [----] engagements


"$clsd August [----] - the moment when they made a critical mistake and were not able to recover from that. It was wrong to invest into the pipeline. But 5x worse was to fund the pipeline via the royalty deal. Should have diluted instead. http://ir.clearsidebio.com/news-releases/ $clsd Listened to the first hearing today. HCR will get everything vis low ball Stalking Horse Bid likely Credit Bid on royalty sub + deficiency claim to get the parent for free. Commons are going to pink sheets on Monday and will die there. Maybe one more dead cat bounce https://t.co/f1gjtqYUg9"  
[X Link](https://x.com/ValueForAll1/status/1993523800877740251)  2025-11-26T03:34Z [---] followers, [----] engagements


"Why is $prqr AX-0810 in the clinic and AX-1412 is still not After thinking more on this I'm leaning towards manufacturability/ CoGS as one of top reasons. Like in previous posts I fed my thoughts to Gemini and asked to summarize it's more convenient"  
[X Link](https://x.com/ValueForAll1/status/1997433395593490646)  2025-12-06T22:30Z [---] followers, [----] engagements


"Yes I'm biased as $cdxs investor and happy to hear your thoughts on why manufacturability is not an issue for $prqr AX-1412"  
[X Link](https://x.com/ValueForAll1/status/1997433718890512452)  2025-12-06T22:31Z [---] followers, [----] engagements


"$prqr Since I published that tweet ProQR decided no point to hide and explicitly mentioned $lly co-owned patents in the corp. slide deck Screenshot #1 - Aug [----] Screenshot #2 - Dec [----] $prqr / $lly Mutual patent applications: WO2025155911A1 - Antisense oligonucleotides for the treatment of hurler syndrome . Targeting IDUA. Pub: 2025-07-24 WO2024206175A1 - Antisense oligonucleotides for the treatment of neurological disorders. Targeting KCC2. Pub: 2024-10-03 $prqr / $lly Mutual patent applications: WO2025155911A1 - Antisense oligonucleotides for the treatment of hurler syndrome . Targeting"  
[X Link](https://x.com/ValueForAll1/status/2004608899060826141)  2025-12-26T17:43Z [---] followers, [----] engagements


"The interesting point is that neither in PR nor in the video $alny said a word regarding who is the provider of the ligation enzymes. I don't recall they had internal expertise in this area. This statement from $cdxs execs come to mind $ALNY to Invest $250 Million to Add Enzymatic Ligation Platform to U.S. Manufacturing Facility to Meet Growing Global Demand for RNAi Therapeutics https://t.co/CSLpslkDHV $ALNY to Invest $250 Million to Add Enzymatic Ligation Platform to U.S. Manufacturing Facility to Meet Growing Global Demand for RNAi Therapeutics https://t.co/CSLpslkDHV"  
[X Link](https://x.com/ValueForAll1/status/2004700089512853847)  2025-12-26T23:45Z [---] followers, [----] engagements


"I'm 70% + convinced that $rhhby / $alny phase [--] trial of zilebesiran is ran using the enzymatically ligated siRNA and that $cdxs is the enzyme supplier. Hypertension. Then Obesity then Mash. siRNA is coming to mass indications The interesting point is that neither in PR nor in the video $alny said a word regarding who is the provider of the ligation enzymes. I don't recall they had internal expertise in this area. This statement from $cdxs execs come to mind https://t.co/CkfXu3sZXc The interesting point is that neither in PR nor in the video $alny said a word regarding who is the provider of"  
[X Link](https://x.com/ValueForAll1/status/2005397762289152302)  2025-12-28T21:57Z [---] followers, [----] engagements


"$sgmt TAPI patent application for co-crystal resmetirom: caffeine form is chosen. Multiple mechanical reasons for that l but there is an added clinical bonus - see the paper linked below. I dug deep enough. $mdgl will be in trouble https://www.sciencedirect.com/science/article/pii/S2213231725000126 https://www.sciencedirect.com/science/article/pii/S2213231725000126"  
[X Link](https://x.com/ValueForAll1/status/2006886711494942765)  2026-01-02T00:34Z [---] followers, [----] engagements


"Based on the stoichiometry of the RC2-A co-crystal and the standard dosing for MASH the caffeine content in a $sgmt FDC Deni+res pill will be roughly half to two-thirds of what you would find in a single shot of espresso"  
[X Link](https://x.com/ValueForAll1/status/2006889578171396300)  2026-01-02T00:45Z [---] followers, [---] engagements


"The upcoming $TEVA TAPI divestiture is more than a factory sale. Its the release of a "MASH Library" architected to bypass lots of major patents in the field. We look at #mash in this 🧵 but they have way more"  
[X Link](https://x.com/ValueForAll1/status/2007111649791279306)  2026-01-02T15:28Z [---] followers, [---] engagements


"Resmetirom Patent application (Oct 2021): TAPI used a caffeine co-crystal to bypass Madrigals Form I. This "legal shield" now enables $SGMT's FDC pill after recently announced collaboration"  
[X Link](https://x.com/ValueForAll1/status/2007111650768486400)  2026-01-02T15:28Z [---] followers, [---] engagements


"$TEVA Cilofexor Patent (Oct 2023): TAPI re-engineered $gild FXR to fix safety/itching issues. It might be "Turnkey" solution for a Triple-FDC FASN+THR+FXR"  
[X Link](https://x.com/ValueForAll1/status/2007111655868821700)  2026-01-02T15:28Z [---] followers, [----] engagements


"The Architect behind that TAPI mash work Likely Dr. Merdad Parsey. [--] yrs on $SGMT Board + $gild CMO. Left both by now. He saw the "Combo Gap" in [----] and might have used TAPI connectors to build the bridge"  
[X Link](https://x.com/ValueForAll1/status/2007111657575829579)  2026-01-02T15:28Z [---] followers, [---] engagements


"TAPI is the neutral "Arms Dealer" of MASH molecule formulations. They own the IP that lets combine several promising oral small molecule drugs in a FDC pill without a legal war. Who is going to be a consolidator $sgmt for now but $gild is the end game I think"  
[X Link](https://x.com/ValueForAll1/status/2007111664790090130)  2026-01-02T15:28Z [---] followers, [----] engagements


"It should not be a surprise to anyone following me why $sgmt is my #biopick2026 . I ran it from below $2 to $8 in [----] this time I think we're approaching the endgame in this ticker. So many empty handed large caps when it comes to MASH oral assets. And acne is a freebie"  
[X Link](https://x.com/ValueForAll1/status/2007632953946603970)  2026-01-04T01:59Z [---] followers, [----] engagements


"There is a massive misconception that $MDGL new patent extends its resmetirom monopoly until [----]. If youre long Sagimet $SGMT you need to understand why this patent is actually a roadmap for competitors not a wall.🧵"  
[X Link](https://x.com/ValueForAll1/status/2008550607834206622)  2026-01-06T14:45Z [---] followers, [----] engagements


"Method of Use patents only protect the SPECIFIC method claimed. Claim [--] of 19/045070 explicitly requires dosing based on weight. If $sgmt FDC future label says "Take [--] pill daily" (Fixed-Dose) they DO NOT infringe on a weight-based patent"  
[X Link](https://x.com/ValueForAll1/status/2008550616818479380)  2026-01-06T14:45Z [---] followers, [---] engagements


"This is the heart of the $sgmt FDC (Fixed-Dose Combination) strategy. By using TAPIs engineering to "flatten" the dosing curve they create a product that: ✅ Targets several mash pathways. ✅ Improves patient compliance. ✅ Bypasses the [----] Madrigal Patent entirely"  
[X Link](https://x.com/ValueForAll1/status/2008550619519611136)  2026-01-06T14:45Z [---] followers, [---] engagements


"$sgmt AH push"  
[X Link](https://x.com/ValueForAll1/status/2009380686734496146)  2026-01-08T21:44Z [---] followers, [----] engagements


"$mdgl license of a DGAT2i actually validates $sgmt thesis. Madrigal is admitting that resmetirom (THR-beta) is not enough to stop advanced disease on its own"  
[X Link](https://x.com/ValueForAll1/status/2009639724345180267)  2026-01-09T14:53Z [---] followers, [----] engagements


"A new round of the oral #MASH combo war has officially started. Here is the positioning. $mdgl $sgmt $mdgl license of a DGAT2i actually validates $sgmt thesis. Madrigal is admitting that resmetirom (THR-beta) is not enough to stop advanced disease on its own. $mdgl license of a DGAT2i actually validates $sgmt thesis. Madrigal is admitting that resmetirom (THR-beta) is not enough to stop advanced disease on its own"  
[X Link](https://x.com/ValueForAll1/status/2009663685686612470)  2026-01-09T16:28Z [---] followers, [----] engagements


"@gormboepetersen @Biotech2k1 @JoseRestonVA @a_a_free Nov [--] - $pfe cleans up DGAT2i and ACCi from their pipeline Dec [--] - $sgmt announced their FASN + res combo p1 results and a deal with $teva to source res formulation for the FDC pill Jan [--] - $mdgl picks DGAT2i to compete with FASN combo. https://x.com/i/status/2009663685686612470 A new round of the oral #MASH combo war has officially started. Here is the positioning. $mdgl $sgmt https://t.co/WeDi1SRoyR https://x.com/i/status/2009663685686612470 A new round of the oral #MASH combo war has officially started. Here is the positioning. $mdgl"  
[X Link](https://x.com/ValueForAll1/status/2010007244918927778)  2026-01-10T15:14Z [---] followers, [---] engagements


"$mdgl JPM presentation is in an hour. Looking forward to their comments on oral combo competition and $sgmt TAPI resmetirom deal"  
[X Link](https://x.com/ValueForAll1/status/2010809084921184498)  2026-01-12T20:20Z [---] followers, [----] engagements


"$cdxs $a Who can benefit from siRNA market positive progression (Stiefel [----] thoughts)"  
[X Link](https://x.com/ValueForAll1/status/2011178272684728356)  2026-01-13T20:47Z [---] followers, [----] engagements


"$sgmt It's not if it's when"  
[X Link](https://x.com/ValueForAll1/status/2014509859283288115)  2026-01-23T01:25Z [---] followers, [----] engagements


"$xbi Everyone on BioX is busy picturing their shitco is what Merck buys instead of $rvmd"  
[X Link](https://x.com/ValueForAll1/status/2015566171064742037)  2026-01-25T23:23Z [---] followers, [----] engagements


"$sgmt Clean safety in the second acne phase [--]. Volume is there. Price will follow https://www.ascletis.com/news_detail/200/id/1342.html https://www.ascletis.com/news_detail/200/id/1342.html"  
[X Link](https://x.com/ValueForAll1/status/2016887940652376205)  2026-01-29T14:55Z [---] followers, [----] engagements


"Ascletis acne OLE safety trial was 40w after 12w of efficacy. 52w [---] patients same deni dose as in MASH. Deni safety DB is much larger now. These are critical data points for the MASH combo program. Acne PR from $sgmt will likely be combined with the FDA feedback. Monday"  
[X Link](https://x.com/ValueForAll1/status/2017236472676684084)  2026-01-30T14:00Z [---] followers, [---] engagements


"Guess which part of the Almirall portfolio is lagging behind. If only there was once daily oral acne pill with no birth defects black box warning. $sgmt"  
[X Link](https://x.com/anyuser/status/2017249881543606733)  2026-01-30T14:53Z [---] followers, [---] engagements


"Typical brain fart SA article where author has no bloody idea of what is the role of open label extension study $sgmt https://seekingalpha.com/article/4864305-sagimet-stock-denifanstat-china-phase-iii-safety-data-not-negative-signal https://seekingalpha.com/article/4864305-sagimet-stock-denifanstat-china-phase-iii-safety-data-not-negative-signal"  
[X Link](https://x.com/ValueForAll1/status/2017326852826927503)  2026-01-30T19:59Z [---] followers, [---] engagements


"I rarely experience nausea looking at bios and faces of 3+ execs of a single biotech but $ocul made this cut"  
[X Link](https://x.com/ValueForAll1/status/2017462999506948496)  2026-01-31T05:00Z [---] followers, [----] engagements


"$sgmt [---] patients. [--] weeks daily [--] mg same as in MASH trial. Denifanstat safety is clean. Hair thinning is not an issue. https://ir.sagimet.com/news-releases/news-release-details/sagimet-announces-positive-52-week-data-license-partner-ascletis https://ir.sagimet.com/news-releases/news-release-details/sagimet-announces-positive-52-week-data-license-partner-ascletis"  
[X Link](https://x.com/anyuser/status/2018330111079276769)  2026-02-02T14:26Z [---] followers, [----] engagements


"$sgmt Dave & co now with updated Deni safety you have all the cards you need maybe except TVB-3567 ph [--] that has real pts in the last cohort. Play them right. Acne SpinCo is much needed to extract the real value imo. Divide and conquer. 🤞"  
[X Link](https://x.com/anyuser/status/2018337886207373375)  2026-02-02T14:57Z [---] followers, [---] engagements


"$CDXS investors: The new 34k sqft Hayward facility isn't just a lease; it's a strategic heist. My DD uncovers why this is a massive win for capital efficiency. 1/9 🧵👇"  
[X Link](https://x.com/ValueForAll1/status/2020519011583168632)  2026-02-08T15:24Z [---] followers, [---] engagements


"2/9 The Setup: Jul [----] - The landlord is suing the former tenant (Element Materials) for abandoning the site in [----]. The building sat empty for 2+ years. The landlord is not a professional real estate player. Distress = Opportunity. $CDXS"  
[X Link](https://x.com/ValueForAll1/status/2020519013168689395)  2026-02-08T15:24Z [---] followers, [---] engagements


"5/9 The Pedigree: This isn't an empty warehouse. It was Nanosyns HQ already outfitted for chemical synthesis. $CDXS inherits millions in "free" CapEx (hoods benches HVAC). This is what Nanosyn ex owners took the loan for (and became landlords)"  
[X Link](https://x.com/ValueForAll1/status/2020519020831625281)  2026-02-08T15:24Z [---] followers, [---] engagements


"6/9 The Timeline: Reality check - [----] is a construction year. $CDXS is hiring EHS directors & doing "modifications" now. Don't expect commercial GMP batches from Hayward until [----]. Merck deal money finding the project"  
[X Link](https://x.com/ValueForAll1/status/2020519023654359233)  2026-02-08T15:24Z [---] followers, [---] engagements


"7/9 The Bridge: How do they survive the gap Partners. Axolabs (Jan '26) and Nitto Denko (Oct '25) are testing ECO sequential synthesis in their facilities right now. Shipping enzymes for enzymatic siRNA ligation. Still [----] revenue guidance is a big ❓ $CDXS"  
[X Link](https://x.com/ValueForAll1/status/2020519026317816070)  2026-02-08T15:24Z [---] followers, [---] engagements


"8/9 The Endgame: While partners validate the tech Hayward becomes the fortress. The goal: fully GMP-ready Sequential Enzymatic Synthesis for siRNA by '27. Vertical integration. They just need one thing - survive the cash flow gap. [----] raise is possible $CDXS"  
[X Link](https://x.com/ValueForAll1/status/2020519029325053956)  2026-02-08T15:24Z [---] followers, [---] engagements


"9/9 Summary: $CDXS secured a distressed Tier-1 asset for pennies. They have a bridge (partners) and a destination (Hayward). siRNA goes to mass indications. The "Show Me" story just got a lot more interesting. High risk / high reward"  
[X Link](https://x.com/ValueForAll1/status/2020519032252780983)  2026-02-08T15:24Z [---] followers, [---] engagements


"$sgmt TVB [----] ph [--] efficacy cohort moved to Australia interesting CRO is top notch climate conditions are right to demonstrate the maximum possible sebum production inhibition vs placebo. And tac incentives provided by AU govt also beneficial https://www.nucleusnetwork.com/trial/the-skin-science-study/ https://www.nucleusnetwork.com/trial/the-skin-science-study/"  
[X Link](https://x.com/anyuser/status/2020703391333409237)  2026-02-09T03:36Z [---] followers, [---] engagements


"THESIS: $SGMT is not built to become commercial co; its a holding vehicle for a strategic asset (Denifanstat) + other FASN inhibitor molecules"  
[X Link](https://x.com/ValueForAll1/status/2000982500617937226)  2025-12-16T17:32Z [---] followers, [---] engagements


"THE ASSET: The only ORAL drug with biopsy-proven fibrosis reversal in F2/F3 & a clear path in Cirrhosis (F4). A plug-and-play buyout to lots of players"  
[X Link](https://x.com/ValueForAll1/status/2000982502488633488)  2025-12-16T17:32Z [---] followers, [---] engagements


"VALUATION: Comps (Akero/89bio) sold for $3.5B-$4.7B. $SGMT is $200M. Even at a 60% discount fair value is $1B ($25+/share). 💰"  
[X Link](https://x.com/ValueForAll1/status/2000982504204079223)  2025-12-16T17:33Z [---] followers, [---] engagements


"TIMELINE: Q1 [----] is the Kill Zone. JPM (Jan) to tease suitors. Potential EASL Late-Breaker (Mar 31) to lock the data on the Deni + res combo"  
[X Link](https://x.com/ValueForAll1/status/2000982510495506854)  2025-12-16T17:33Z [---] followers, [----] engagements


"THE TRAP: New patent filed on FASN + GLP-1. Data shows GLP-1 alone FAILS fibrosis (0% response). $SGMT owns the IP to fix it. 📜🔒"  
[X Link](https://x.com/ValueForAll1/status/2000982512940855528)  2025-12-16T17:33Z [---] followers, [---] engagements


"$sgmt agreement with $teva on the res API supply for one pill deni+res combo is brilliant. $mdgl will be pissed but no patent infringement here iiuc and this combo has its own IP. F4 mash oral pill. Think about this TIMELINE: Q1 [----] is the Kill Zone. JPM (Jan) to tease suitors. Potential EASL Late-Breaker (Mar 31) to lock the data on the Deni + res combo TIMELINE: Q1 [----] is the Kill Zone. JPM (Jan) to tease suitors. Potential EASL Late-Breaker (Mar 31) to lock the data on the Deni + res combo"  
[X Link](https://x.com/ValueForAll1/status/2001286121935024502)  2025-12-17T13:39Z [---] followers, [----] engagements


"5/7 Potential Acquirer #3: $MDGL (Madrigal) The "Defensive" Play. $MDGL just spent 💰 on a preclinical GLP-1 combo. Buying $SGMT is cheaper than fighting a rival who has a superior combo pill using $MDGL's own active ingredient. 🛡"  
[X Link](https://x.com/ValueForAll1/status/2001666586550407452)  2025-12-18T14:51Z [---] followers, [---] engagements


"One is not chatting with Loncar a day before JPM start if one is really close to selling their co  : A quick take with@Abivax_CEO Marc de Garidel. Stand by for BiotechTV's full interview with him later this afternoon.$ABVX https://t.co/BxObqJ82nx  : A quick take with@Abivax_CEO Marc de Garidel. Stand by for BiotechTV's full interview with him later this afternoon.$ABVX https://t.co/BxObqJ82nx"  
[X Link](https://x.com/ValueForAll1/status/2010485247184441519)  2026-01-11T22:53Z [---] followers, [----] engagements


"Big enough thing to take another look at some public cell and gene therapy players. $xbi To further expedite product development the FDA announced a more flexible approach to the agencys oversight of chemistry manufacturing and control requirements for cell and gene therapies. https://t.co/Pix3Qfq4zj https://t.co/8zT70UFB4F To further expedite product development the FDA announced a more flexible approach to the agencys oversight of chemistry manufacturing and control requirements for cell and gene therapies. https://t.co/Pix3Qfq4zj https://t.co/8zT70UFB4F"  
[X Link](https://x.com/ValueForAll1/status/2010508201121493282)  2026-01-12T00:24Z [---] followers, [----] engagements


"$mdgl Hmm ⚠  ⚠  Iran Becomes Worlds 2nd Producer of Resmetirom Iran has begun domestic production of Resmetirom the worlds first FDA-approved drug for non-alcoholic fatty liver disease (grades [--] & [--] fibrosis). A breakthrough that cements Irans rise https://t.co/BH0cIk5jqM ⚠  ⚠  Iran Becomes Worlds 2nd Producer of Resmetirom Iran has begun domestic production of Resmetirom the worlds first FDA-approved drug for non-alcoholic fatty liver disease (grades [--] & [--] fibrosis). A breakthrough that cements Irans rise https://t.co/BH0cIk5jqM"  
[X Link](https://x.com/ValueForAll1/status/2010603438078591269)  2026-01-12T06:43Z [---] followers, [---] engagements


"We'll wait Andy your MASH bag is as empty as it could be"  
[X Link](https://x.com/ValueForAll1/status/2011184267532103766)  2026-01-13T21:11Z [---] followers, [----] engagements


"$mcrb is still alive. Amazing. Likely going to become the second microbiome company that will be liquidated by Marella "the broom" Thorell"  
[X Link](https://x.com/ValueForAll1/status/2013027038622527898)  2026-01-18T23:13Z [---] followers, [---] engagements


"Cheating cheating everywhere"  
[X Link](https://x.com/ValueForAll1/status/2015664093622145438)  2026-01-26T05:52Z [---] followers, [---] engagements


"@saltynostrils @tracelarabee11 They guided profitability via partnership. Then they changed the strategy to build a GMP facility. Different business. I like high risk high reward setup Opaleye looking for predictable cash flows ASAP"  
[X Link](https://x.com/ValueForAll1/status/2016698758646681649)  2026-01-29T02:23Z [---] followers, [---] engagements


"So they really want to block the DNL pathway as it's complimentary to THR-beta but the only cheap asset was Pfizer abandoned DGAT-2 so now they are trying to convince the market that this is better than FASN as a combo. Ok good luck $mdgl"  
[X Link](https://x.com/ValueForAll1/status/2010876335808528557)  2026-01-13T00:47Z [---] followers, [----] engagements


"@SteveWagsInvest Nope and this makes sense as money flow is different. After all it's Alnylam & the likes who need to manufacture their drug.And the respective CDMO (Bachem in this case) does the manufacturing. If Alnylam needs to buy ligase from Codexis to make this happen they can do that"  
[X Link](https://x.com/ValueForAll1/status/1987870167817433228)  2025-11-10T13:09Z [---] followers, [---] engagements


"Building a decent position in $eols this week. New CFO is clearly more cautious on guidance which is good. Evolysse Sculpt is coming in H2 [----] and this opens a battle for "Ozempic face" crowd. Multiples are very compressed"  
[X Link](https://x.com/ValueForAll1/status/2014543069039972798)  2026-01-23T03:37Z [---] followers, [----] engagements


"$mgtx The statements shared by Forbes at the end of the podcast reminded me of Both $SNY and $JNJ have experience of doing non-standard deals using SpinCo. https://clarkstreetvalue.blogspot.com/2024/05/inhibrx-inc-cash-buyout-spinco-inhibrx.html https://clarkstreetvalue.blogspot.com/2024/05/inhibrx-inc-cash-buyout-spinco-inhibrx.html"  
[X Link](https://x.com/ValueForAll1/status/1874314340662468983)  2025-01-01T04:38Z [---] followers, [---] engagements


"$SGMT just executed a 48hr masterclass. Dec 17: Exclusive license for optimized Resmetirom from TAPI. Dec 18: Positive Ph1 PK data. The "Madrigal Trap" is set. $SGMT now owns the path to a Resmetirom + FASN combo pill. 🧵👇"  
[X Link](https://x.com/ValueForAll1/status/2001666578040107145)  2025-12-18T14:51Z [---] followers, [----] engagements


"2/7 Why it matters: Madrigals $MDGL Rezdiffra is the king of monotherapy but the market is moving to combinations. $SGMT just proved they can co-formulate with the "king" while bypassing $MDGLs patents. 🚀"  
[X Link](https://x.com/ValueForAll1/status/2001666579323556119)  2025-12-18T14:51Z [---] followers, [---] engagements


"3/7 Potential Acquirer #1: $SNY (Sanofi) The "Knockout" Bidder. $SGMTs Ph3 Acne asset + MASH combo = a strategic "Must Have." Sanofi pays massive premiums to end auctions early. 💉 Sagimet CFO sold to Sanofi before"  
[X Link](https://x.com/ValueForAll1/status/2001666581856948736)  2025-12-18T14:51Z [---] followers, [---] engagements


"4/7 Potential Acquirer #2: $GILD (Gilead) The "FDC King." Gilead recently culled their Novo-partnered MASH programs. They need a new "Single Tablet Regimen." $SGMT is the turnkey solution to leapfrog back to the front of the liver market. 💊"  
[X Link](https://x.com/ValueForAll1/status/2001666584377725390)  2025-12-18T14:51Z [---] followers, [---] engagements


"6/7 Timing is everything. By pulling data into "End of 2025" $SGMT ensures they are the hottest de-risked asset at #JPM2026. Management has cleared every technical hurdle. The auction is effectively live. 🔔"  
[X Link](https://x.com/ValueForAll1/status/2001666589096337755)  2025-12-18T14:51Z [---] followers, [---] engagements


"7/7 Bottom line: $SGMT is no longer a speculative bet; it's a strategic block. Whether its Gileads liver focus or Sanofis derm dominance the bidding starts in San Francisco. Watch the chart/volume for next weeks. 📈 #MASH #Biotech"  
[X Link](https://x.com/ValueForAll1/status/2001666591214465027)  2025-12-18T14:51Z [---] followers, [---] engagements


"$sgmt "The Reporting Person is making an early exit filing due to the planned termination and cancellation of the Reporting Person in Delaware before year-end" This is fund liquidation shares are likely distributed in kind. Beth is now a real independent director"  
[X Link](https://x.com/ValueForAll1/status/2001790503654953079)  2025-12-18T23:03Z [---] followers, [---] engagements


"$sgmt $gild $mdgl 1/ This deep dive looks at why Gileads ($GILD) "selective" M&A strategy as recently outlined by CFO Andrew Dickinson makes Sagimet ($SGMT) a primary target for [----]. The thesis rests on clinical synergy legal de-risking and the Teva ($TEVA) factor. 🧵 1/ This deep dive looks at why Gileads ($GILD) "selective" M&A strategy as recently outlined by CFO Andrew Dickinson makes Sagimet ($SGMT) a primary target for [----]. The thesis rests on clinical synergy legal de-risking and the Teva ($TEVA) factor. 🧵"  
[X Link](https://x.com/ValueForAll1/status/2002050301692629215)  2025-12-19T16:16Z [---] followers, [----] engagements


"$prqr Very early data safety data from the lowest dose cohort. Rett won't be in clinic until [----]. MASH - no guidance on clinical timelines. Typical ProQR"  
[X Link](https://x.com/ValueForAll1/status/2009291677257572598)  2026-01-08T15:50Z [---] followers, [----] engagements


"$rgnx Not many people noticed that the second asset that is the part of the Nippon deal today was deprioritized by RGNX in Nov [----]. Rarely we see BD transactions where deprioritized assets are monetized. To me it all looks like a cleanup before ABBV acquisition later in 2025"  
[X Link](https://x.com/ValueForAll1/status/1879294884626256178)  2025-01-14T22:29Z [---] followers, [----] engagements


"And other deprioritized assets related to Batten disease were the basis of the new company started in August [----] https://eyewire.news/news/former-regenxbio-execs-announce-launch-of-gene-therapy-company-turn-therapeuticsc4src=article:infinite-scroll https://eyewire.news/news/former-regenxbio-execs-announce-launch-of-gene-therapy-company-turn-therapeuticsc4src=article:infinite-scroll"  
[X Link](https://x.com/ValueForAll1/status/1879300040587686168)  2025-01-14T22:50Z [---] followers, [---] engagements


"@BiomedicalRX @PirateWaffle [---] trial should be terminatedwaste of money. They should just take the stuff from Chad Cowan + their manufacturing facility combine into one package and sell to BMS for like $150M EV or so. Combined with remaining cash that will lead to price tag of Apr [--] private placement"  
[X Link](https://x.com/ValueForAll1/status/1957192573480501739)  2025-08-17T21:27Z [---] followers, [--] engagements


"As of today the vast majority of building blocks (NQP) for siRNA drugs of e.g. $alny and $nvs is manufactured using hash chemicals with a lot of toxic waste primary in China and India. There should be a better way rooting for $cdxs https://patents.google.com/patent/US20240209406A1/en https://patents.google.com/patent/US20240209406A1/en"  
[X Link](https://x.com/ValueForAll1/status/1972086600210493741)  2025-09-27T23:50Z [---] followers, [---] engagements


"$cdxs focus with ligation is on after phase [--] or earlier clinical assets with full enzymatic - on preclinical ones. Some people still say they will produce inclisiran for NVS. Nonsense. NVS and ALNY secured their current siRNA manufacturing needs already"  
[X Link](https://x.com/ValueForAll1/status/1974477908040392879)  2025-10-04T14:13Z [---] followers, [---] engagements


"$cdxs Finally waking up a bit. TIDES EU is in a month this webinar with Bachem looks interesting. Bachem is a one stop to $lly who are betting a lot on oligos for the upcoming decade"  
[X Link](https://x.com/ValueForAll1/status/1975408139643330975)  2025-10-07T03:49Z [---] followers, [----] engagements


"$lly: Sr. Principal Process Engineer - Oligonucleotides Lilly plans to build a new $6.5 billion facility to manufacture active pharmaceutical ingredients in Texas $cdxs $bchmf https://investor.lilly.com/news-releases/news-release-details/lilly-plans-build-new-65-billion-facility-manufacture-active $cdxs Finally waking up a bit. TIDES EU is in a month this webinar with Bachem looks interesting. Bachem is a one stop to $lly who are betting a lot on oligos for the upcoming decade."  
[X Link](https://x.com/ValueForAll1/status/1977108934621335659)  2025-10-11T20:27Z [---] followers, [----] engagements


"$cdxs No one cares about this one which is a setup I really like. After following this company for 2+ years it's clear to me that the value inflection point is coming sooner than later. It can be $4+ mid-November after Tides EU and Q3 call. End of [----] target - double digits"  
[X Link](https://x.com/anyuser/status/1980675897566065087)  2025-10-21T16:41Z [---] followers, [---] engagements


"Nitto is a very good fit for $cdxs. Humble resource heavy Japanese holding with a long term mindset and focus on innovation and sustainability. Growing US manufacturing presence. Check out Nitto Group Integrated Report [----] it's interesting. Codexis and Nitto Denko Avecia Enter Evaluation Agreement to Explore Codexis's ECO Synthesis Manufacturing Platform for Therapeutic siRNA Manufacturing $CDXS https://t.co/0doUaRtO7t Codexis and Nitto Denko Avecia Enter Evaluation Agreement to Explore Codexis's ECO Synthesis Manufacturing Platform for Therapeutic siRNA Manufacturing $CDXS"  
[X Link](https://x.com/anyuser/status/1983551348693201228)  2025-10-29T15:07Z [---] followers, [----] engagements


"$cdxs Thoughts - full year revenue guidance will be achieved (Merck contract) - signing a lease for siRNA GMP facility in weeks - cutting investments in legacy enzymes business Basically it's a pure siRNA manufacturing play now"  
[X Link](https://x.com/anyuser/status/1986559542306742308)  2025-11-06T22:21Z [---] followers, [----] engagements


"$cdxs "For example recently one of our customers has used our ligase to produce a [--] kilogram batch of siRNA" - this is a phase [--] or commercial validation batch. 10k doses if we measure in inclisiran quarterly dosing - [----] patients"  
[X Link](https://x.com/ValueForAll1/status/1986636167102800294)  2025-11-07T03:25Z [---] followers, [----] engagements


"$cdxs This [--] year old article aged really well and since then there are even more signs that oligonucleotide manufacturing demand is on the rise. Codexis is valued like 💩. This will change soon enough https://cen.acs.org/business/outsourcing/Drug-services-providers-gird-oligonucleotide/101/i13 https://cen.acs.org/business/outsourcing/Drug-services-providers-gird-oligonucleotide/101/i13"  
[X Link](https://x.com/ValueForAll1/status/1987179577928786032)  2025-11-08T15:25Z [---] followers, [---] engagements


"$BCHMY $cdxs $lly $lly: Sr. Principal Process Engineer - Oligonucleotides Lilly plans to build a new $6.5 billion facility to manufacture active pharmaceutical ingredients in Texas https://t.co/MPh9sS9g9h $cdxs $bchmf https://t.co/8YIVyfGoPw $lly: Sr. Principal Process Engineer - Oligonucleotides Lilly plans to build a new $6.5 billion facility to manufacture active pharmaceutical ingredients in Texas https://t.co/MPh9sS9g9h $cdxs $bchmf https://t.co/8YIVyfGoPw"  
[X Link](https://x.com/ValueForAll1/status/1992809039303225730)  2025-11-24T04:14Z [---] followers, [----] engagements


"$clsd Listened to the first hearing today. HCR will get everything vis low ball Stalking Horse Bid likely Credit Bid on royalty sub + deficiency claim to get the parent for free. Commons are going to pink sheets on Monday and will die there. Maybe one more dead cat bounce"  
[X Link](https://x.com/ValueForAll1/status/1993521702295552194)  2025-11-26T03:26Z [---] followers, [----] engagements


"$clsd CLS-AX and preclinical assets of Parent worth $0 and they completely depend on tech fully owned by Sub. HCR will underbid for the Sub in the coming days to create a deficiency claim against the Parent. Common shareholders' only hope is a concurrent bid for the Sub"  
[X Link](https://x.com/ValueForAll1/status/1994061636307702047)  2025-11-27T15:11Z [---] followers, [---] engagements


"This piece of DD is going into the area of stereochemistry of RNA editing oligos and how enzymatic manufacturing might be a way for $prqr to minimize $wve moat in this area with the help of $cdxs for example"  
[X Link](https://x.com/ValueForAll1/status/1997387303279382859)  2025-12-06T19:26Z [---] followers, [----] engagements


"Enter TAPIs "Innovative Forms" (Co-crystals) patent application. TAPI didn't just copy the molecule; they re-engineered its crystal lattice. The goal Flat Dosing. 🎯 One dose that provides consistent exposure for everyone regardless of whether they weigh 60kg or 120kg"  
[X Link](https://x.com/ValueForAll1/status/2008550614322774340)  2026-01-06T14:45Z [---] followers, [---] engagements


"$cdxs Corsera Empirico"  
[X Link](https://x.com/ValueForAll1/status/2009125011525914989)  2026-01-08T04:48Z [---] followers, [---] engagements


"$clsdq $clsd dockey 167-168 HCR is effectively saying @clearsidebio "We hold the mortgage and we won't let you sell the house to a broke stranger unless our mortgage stays on the title." Health Ocean is actually this https://youtu.be/7k0FhEoCXussi=NL6hFvdcjO2v5cGE https://www.hkex.com.hk/Market-Data/Securities-Prices/Equities/Equities-Quotesym=3309&sc_lang=en https://youtu.be/7k0FhEoCXussi=NL6hFvdcjO2v5cGE https://www.hkex.com.hk/Market-Data/Securities-Prices/Equities/Equities-Quotesym=3309&sc_lang=en"  
[X Link](https://x.com/ValueForAll1/status/2010105189618069951)  2026-01-10T21:43Z [---] followers, [---] engagements


"$clsdq $clsd The more I scan the BK docket files the more it feels that Health Ocean is a joint gig between a closed group of HK ophthalmology celebrities that Chong convinced the assets are worth developing for the China market. And Chong will likely run it . Fun stuff. NP"  
[X Link](https://x.com/ValueForAll1/status/2010212140133789999)  2026-01-11T04:48Z [---] followers, [---] engagements


"$clsd $cladq Is this last dead cat's bounce or it's a white knight with a reasonable bid We'll figure this out soon. NP"  
[X Link](https://x.com/ValueForAll1/status/2011179590631485494)  2026-01-13T20:52Z [---] followers, [---] engagements


"$clsd $clsdq Rooting for those who are still holding this thing the auction is today iirc"  
[X Link](https://x.com/ValueForAll1/status/2013733934039998728)  2026-01-20T22:02Z [---] followers, [----] engagements


"$clsd $clsdq docket 186"  
[X Link](https://x.com/ValueForAll1/status/2015663722359099827)  2026-01-26T05:50Z [---] followers, [----] engagements


"$cdxs I think Silverman has 2-3 M shares remaining to dump. Low float microcaps are tough for whales to exit"  
[X Link](https://x.com/ValueForAll1/status/2016635965822160975)  2026-01-28T22:14Z [---] followers, [----] engagements


"$CLOV Wall Street - "keep bashing Clover Health they did not pay us any underwriting fees by going via SPAC". Clover: "here is 35M stock offering." Wall St: "Now we're talking. Ok let get retail lemmings out time for us to buy and hold long""  
[X Link](https://x.com/anyuser/status/1460361315759771658)  2021-11-15T21:37Z [---] followers, [--] engagements


"Took a look at $GME Jan [----] price chart just for fun. My gut feeling is that $CLOV now is where $GME was on Jan 13th. Let's see how good predictor I am ☘🍀☘"  
[X Link](https://x.com/anyuser/status/1407916707687985154)  2021-06-24T04:21Z [---] followers, [--] engagements


"$srpt it's not surprising the stock is attacked now the lower they push the better price tag they will get for this $110M amount. Day [--] is tomorrow"  
[X Link](https://x.com/anyuser/status/1960057731089637672)  2025-08-25T19:12Z [---] followers, 12.6K engagements


"$swtx I'm in the ABBV camp. They have cash they recently been burned by the Cerevel deal and need to play safer M&As. In this thread I'll try to post less obvious breadcrumbs regarding SWTX/ABBV relationships"  
[X Link](https://x.com/anyuser/status/1898388030811205653)  2025-03-08T14:59Z [---] followers, 10.7K engagements


"Huge congrats to $arwr great APOC3 knockdown phase [--] data. In the thread below I want to remind folks of some historical aspects related to APOC3 silencing developments draw some parallels with B4GALT1 and mention $prqr and $regn $arwr Plozasiran (RNAi) reduced triglycerides -79% in both genetic and clinically defined FCS. Huge -95% target ApoC3 knockdown. $ions olezarsen: -45% TG at high dose that had safety issues. Because plozasiran was stat sig for TG reductions they can claim #pancreatitis $arwr Plozasiran (RNAi) reduced triglycerides -79% in both genetic and clinically defined FCS. Huge"  
[X Link](https://x.com/anyuser/status/1830611948712727011)  2024-09-02T14:21Z [---] followers, [----] engagements


"$arwr Plozasiran (RNAi) reduced triglycerides -79% in both genetic and clinically defined FCS. Huge -95% target ApoC3 knockdown. $ions olezarsen: -45% TG at high dose that had safety issues. Because plozasiran was stat sig for TG reductions they can claim #pancreatitis reductions. Using strict criteria for pancreatitis [--] in [--] ploz patients [--] in [--] pbo subjects=-83% risk reduction. Results from our Phase [--] study of our #RNAi therapy for adults with familial chylomicronemia syndrome were presented at @escardio #ESCCongress [----] and simultaneously published in @NEJM. Learn more here:"  
[X Link](https://x.com/anyuser/status/1830559223505109207)  2024-09-02T10:51Z 21.2K followers, 18.8K engagements


"Quoting the smart guy from the industry: "I personally invested in $CLOV because of the valuation because I work in Medicare Advantage and the fundamentals support a $20+ share price". And this is Jun [--] analysis before ValueH deal Q2 earnings https://livinittt.medium.com/short-sellers-are-betting-against-a-high-growth-business-thats-undervalued-4933024161cb https://livinittt.medium.com/short-sellers-are-betting-against-a-high-growth-business-thats-undervalued-4933024161cb"  
[X Link](https://x.com/anyuser/status/1436329588435550220)  2021-09-10T14:03Z [---] followers, [--] engagements


"$clov - added [----] more at [----] 💪"  
[X Link](https://x.com/anyuser/status/1420027693127634955)  2021-07-27T14:25Z [---] followers, [--] engagements


"To my fellow $CLOV holders"  
[X Link](https://x.com/anyuser/status/1415370088534843394)  2021-07-14T17:58Z [---] followers, [--] engagements


"$clov - we will crush you damn shorties"  
[X Link](https://x.com/anyuser/status/1413665041329508353)  2021-07-10T01:03Z [---] followers, [--] engagements


"@SeresTX @NestleHealthUS Mr Shaff you're not a CEO of a private company it's a public one. And @FlagshipPioneer is not 50% owner here. Your announcement created uncertainty which the market hates. Debt free [--] quarters of cash runway This is nothing. You need [--] years to approve SER-155 $mcrb"  
[X Link](https://x.com/anyuser/status/1799086074050019643)  2024-06-07T14:28Z [---] followers, [----] engagements


"$apls Nothing to see here just someone is closing 3.5M shares short position or going long heavily. Who cares about measly $100M right"  
[X Link](https://x.com/anyuser/status/1841596535387390370)  2024-10-02T21:50Z [---] followers, [----] engagements


"$prqr Sometimes you just need to listen to what execs say"  
[X Link](https://x.com/anyuser/status/1846633658805112987)  2024-10-16T19:25Z [---] followers, [----] engagements


"@MatinasBio You forgot to upload the damn poster to the web site before sending the PR. Your science might be promising but [--] graders can do better PR work than the person that does it for you. You stuck in the 1990s you really do not understand how modern PR works"  
[X Link](https://x.com/anyuser/status/1791103981542084752)  2024-05-16T13:50Z [---] followers, [--] engagements


"Very high probability that $CLOV have a DCE with a right to operate Direct Contracting in Florida starting Jan [----]. Sorry I cannot give you a public source link because CMS has not published updated [----] list. But I trust my sources"  
[X Link](https://x.com/anyuser/status/1423049026287534081)  2021-08-04T22:31Z [---] followers, [--] engagements


"3 growth stocks that make me feel excited during the rest of 2021(and beyond): $CLOV $HYLN $FUBO"  
[X Link](https://x.com/anyuser/status/1421232286918320131)  2021-07-30T22:12Z [---] followers, [--] engagements


"I highly encourage everyone who is long in $CLOV for REAL to read the latest posts of this Medicare industry professional. Learn the terminology understand the numbers and influencing factors. Do not be "to the moon" dummy. Good luck 🍀 https://link.medium.com/AoMkyNUI3hb https://link.medium.com/AoMkyNUI3hb"  
[X Link](https://x.com/anyuser/status/1417644433911123978)  2021-07-21T00:35Z [---] followers, [--] engagements


"$CLOV holders repeat after me STOP LOSSES ARE A WAY TO GIVE YOUR ENEMY AN INFORMATION THAT CAN BE USED TO TAKE YOU DOWN. Stop using them. Just hold"  
[X Link](https://x.com/anyuser/status/1425145603575615490)  2021-08-10T17:22Z [---] followers, [--] engagements


"I bought first 1K of $clov when it was $ipoc based on fundamentals and perspectives. There was no squeeze thing on the plate back then. So even all shorts are covered I do not care. I feel good having my 9$ cost basis and bright prospects for the company. 🍀🍀🍀"  
[X Link](https://x.com/anyuser/status/1421205933602996226)  2021-07-30T20:27Z [---] followers, [--] engagements


"My @wacheteApp notification on has finally fired. The list of states where $CLOV has Direct Contracting Entities IS WAY LARGER now. @CloverHealth will issue PR this week. And Florida is in the list. Awesome https://www.cloverhealthpartners.com/en/about-us https://www.cloverhealthpartners.com/en/about-us"  
[X Link](https://x.com/anyuser/status/1478209863826042880)  2022-01-04T03:41Z [---] followers, [--] engagements


"$CLOV has already broke the $10 curse $hyln is the next"  
[X Link](https://x.com/anyuser/status/1435298795533733894)  2021-09-07T17:47Z [---] followers, [--] engagements


"$srpt I expect $18.50 as a minimum for the newly issued shares. He is why $srpt it's not surprising the stock is attacked now the lower they push the better price tag they will get for this $110M amount. Day [--] is tomorrow https://t.co/0KjYSTPdVa $srpt it's not surprising the stock is attacked now the lower they push the better price tag they will get for this $110M amount. Day [--] is tomorrow https://t.co/0KjYSTPdVa"  
[X Link](https://x.com/anyuser/status/1960386503420600357)  2025-08-26T16:58Z [---] followers, [----] engagements


"Alternative approach: Chamath might use $clov as a base company to create a $tdoc competitor. Livongo shines on the area of remote monitoring of patients with chronic conditions (diabetes hypertension). Can Clover Assistant be an ber-app with similar capabilities Why not"  
[X Link](https://x.com/anyuser/status/1421689265214279682)  2021-08-01T04:28Z [---] followers, [--] engagements


"$prqr / $lly Mutual patent applications: WO2025155911A1 - Antisense oligonucleotides for the treatment of hurler syndrome . Targeting IDUA. Pub: 2025-07-24 WO2024206175A1 - Antisense oligonucleotides for the treatment of neurological disorders. Targeting KCC2. Pub: 2024-10-03"  
[X Link](https://x.com/anyuser/status/1976424994004750342)  2025-10-09T23:10Z [---] followers, [----] engagements


"Talk is cheap It's never meant to be personal so sorry to Vinay if it sounds this way but this is beyond the best case scenario for biotech. Conservatives' clear message to FDA: be generous in allowing patient and family choice. It's never meant to be personal so sorry to Vinay if it sounds this way but this is beyond the best case scenario for biotech. Conservatives' clear message to FDA: be generous in allowing patient and family choice"  
[X Link](https://x.com/anyuser/status/1950389517611127199)  2025-07-30T02:54Z [---] followers, [----] engagements


"It's never meant to be personal so sorry to Vinay if it sounds this way but this is beyond the best case scenario for biotech. Conservatives' clear message to FDA: be generous in allowing patient and family choice"  
[X Link](https://x.com/anyuser/status/1950364013168128222)  2025-07-30T01:13Z 80.1K followers, 74.1K engagements


"So basically he said skip $GME and $AMC go straight to $CLOV Lets just skip original video games & movies & go straight to the sequel Lets just skip original video games & movies & go straight to the sequel"  
[X Link](https://x.com/anyuser/status/1405400470844104707)  2021-06-17T05:42Z [---] followers, [--] engagements


"Lets just skip original video games & movies & go straight to the sequel"  
[X Link](https://x.com/anyuser/status/1405293441106460672)  2021-06-16T22:37Z 234.6M followers, 144.7K engagements


"@CloverHealth Congrats folks Now please amaze us during this open enrollment cycle and work on the MCR normalization. The rest will follow. Proud holder of 5-digit number of $clov stocks"  
[X Link](https://x.com/anyuser/status/1446503241668198405)  2021-10-08T15:50Z [---] followers, [--] engagements


"$rgnx Not many people noticed that the second asset that is the part of the Nippon deal today was deprioritized by RGNX in Nov [----]. Rarely we see BD transactions where deprioritized assets are monetized. To me it all looks like a cleanup before ABBV acquisition later in 2025"  
[X Link](https://x.com/ValueForAll1/status/1879294884626256178)  2025-01-14T22:29Z [---] followers, [----] engagements


"$srpt People are lazy so FUD usually finds right targets. Below is Zolgensma label. Here are Zolgensma deaths news from August [----] - Fast forward to today: Zolgensma [----] revenue was $1.2B. https://www.fiercepharma.com/pharma/two-deaths-after-novartis-zolgensma-bring-gene-therapys-liver-safety-spotlight-again https://www.fiercepharma.com/pharma/two-deaths-after-novartis-zolgensma-bring-gene-therapys-liver-safety-spotlight-again"  
[X Link](https://x.com/anyuser/status/1937955742985691376)  2025-06-25T19:27Z [---] followers, [----] engagements


"$pfe We don't always go to China for new molecules but when we do we pay outrageously high upfront fees to look that we licensed something really good"  
[X Link](https://x.com/anyuser/status/1924652799675216177)  2025-05-20T02:26Z [---] followers, [----] engagements


"If $srpt was Big Pharma then the worst case would be blackbox warning for acute liver injury/failure similar to Zolgensma at the place of the label pointed below"  
[X Link](https://x.com/anyuser/status/1937959728673395113)  2025-06-25T19:42Z [---] followers, [----] engagements


"$clov is having a conference speaking slot during the power hour tomorrow. Is this a coincidence I'm not sure 🍀 Join #CloverHealth CEO Vivek Garipalli and President & CTO Andrew Toy at the [----] Wells Fargo Virtual Healthcare Conference tomorrow at 3:20 p.m. ET Details on how to tune into the live webcast here. https://t.co/1Tj5GSuOg0 Join #CloverHealth CEO Vivek Garipalli and President & CTO Andrew Toy at the [----] Wells Fargo Virtual Healthcare Conference tomorrow at 3:20 p.m. ET Details on how to tune into the live webcast here. https://t.co/1Tj5GSuOg0"  
[X Link](https://x.com/anyuser/status/1435732633024040964)  2021-09-08T22:31Z [---] followers, [--] engagements


"Join #CloverHealth CEO Vivek Garipalli and President & CTO Andrew Toy at the [----] Wells Fargo Virtual Healthcare Conference tomorrow at 3:20 p.m. ET Details on how to tune into the live webcast here. https://investors.cloverhealth.com/news-releases/news-release-details/clover-health-present-2021-wells-fargo-virtual-healthcare https://investors.cloverhealth.com/news-releases/news-release-details/clover-health-present-2021-wells-fargo-virtual-healthcare"  
[X Link](https://x.com/anyuser/status/1435731375974490118)  2021-09-08T22:26Z 14.4K followers, [---] engagements


"$srpt Everyone sane knows that the PMO business of Sarepta is worth at least [--]. The ARWR investment of $800M+ is like half of the current market cap. There is nothing rational left here. It might be the easiest 50%+ in smid cap biotech I can imagine"  
[X Link](https://x.com/anyuser/status/1937937148654850100)  2025-06-25T18:13Z [---] followers, [----] engagements


"$mgtx MeiraGTx is a very interesting bio from multiple perspectives. But I'm not going to talk about their pipeline and tech in this thread (though riboswitch is 🤯) I want to talk about their shareholders. Let's go 👇"  
[X Link](https://x.com/anyuser/status/1848172805202051347)  2024-10-21T01:21Z [---] followers, [----] engagements


"What $lly paid for $prqr shares so far: 4M shares at [----] in [----] [---] M shares at around [----] in [----] In total Lilly owns 16.6% of ProQR at [----] per share @RNAiAnalyst How much $PRQR stock did $LLY buy and what did they pay for it They had a pretty big piece as I recall. @RNAiAnalyst How much $PRQR stock did $LLY buy and what did they pay for it They had a pretty big piece as I recall"  
[X Link](https://x.com/anyuser/status/1829585827175027122)  2024-08-30T18:23Z [---] followers, [----] engagements


"@RNAiAnalyst How much $PRQR stock did $LLY buy and what did they pay for it They had a pretty big piece as I recall"  
[X Link](https://x.com/anyuser/status/1829555607206306004)  2024-08-30T16:23Z [---] followers, [----] engagements


"$prqr That feeling when you're already overweight in the portfolio allocation but still want to add as you cannot explain yourself how the stock can really stay that depressed having all the expected catalysts in mind"  
[X Link](https://x.com/anyuser/status/1829954301063524490)  2024-08-31T18:47Z [---] followers, [----] engagements


"BMS did that. Got Abecma for pennies. I should have predicted that based on how BMS low-balled Abecma during the last earnings call. The end of Nick the Prick (a.k.a. Chief Kairos Officer) era. Low-ball M&A of $TSVT + $BLUE goes private for pennies. Billions of value destruction"  
[X Link](https://x.com/anyuser/status/1899294303874404819)  2025-03-11T03:00Z [---] followers, [----] engagements


"Silencing obesity related genes will be a major theme among siRNA players. $alny $wve and $arwr are in play now. What about patents Regeneron $regn filed INHBE silencing provisional patent $regn and $alny filed GPR75 related one https://patents.google.com/patent/US20230392156A1/en https://patents.google.com/patent/US20230172963A1/en Just yesterday we shared polygenic risk scores for OBESITY showing elevated prevelance. Today BMO is out with a note on a new genetic OBESITY target INHBE / Activin E which appears to offer a differentiated profile vs. GLP-1. But dont get too excited you are"  
[X Link](https://x.com/anyuser/status/1761762575996567697)  2024-02-25T14:38Z [---] followers, [----] engagements


"Just yesterday we shared polygenic risk scores for OBESITY showing elevated prevelance. Today BMO is out with a note on a new genetic OBESITY target INHBE / Activin E which appears to offer a differentiated profile vs. GLP-1. But dont get too excited you are already behind as $ARWR $ALNY $WVE and potentially even $PFE are active with CTA filings in the next 12-18mon Selection optimization and validation of ten chronic disease polygenic risk scores for clinical implementation in diverse US populations 👀 Obesity genetics 3% AFIB atrial fibrillation 5% BC breast cancer 2% CKD chronic kidney"  
[X Link](https://x.com/anyuser/status/1760089886583816408)  2024-02-20T23:51Z 22K followers, 19.5K engagements


"" $CLOV has a government-granted monopoly in multiple states with no incumbents and minimal competition from other DCEs. This gives them unique access to over [-------] Medicare patients over the next five years" https://link.medium.com/tPuVCJpuzib https://link.medium.com/tPuVCJpuzib"  
[X Link](https://x.com/anyuser/status/1424579458602651650)  2021-08-09T03:53Z [---] followers, [--] engagements


"A tale of [--] relaxins - why $lly results do not automatically mean $tecx failure in the future"  
[X Link](https://x.com/anyuser/status/1962954377930670384)  2025-09-02T19:02Z [---] followers, [----] engagements


"From @TheIpHawk 's post on $ABUS vs $MRNA case "There is also a sophisticated unknown party(s) that get the decisions lighting fast" Wait what As decisions are not published yet officially is not this called "insider trading" https://iphawk.substack.com/p/moderna-mrna-v-arbutus-abus-cafc https://iphawk.substack.com/p/moderna-mrna-v-arbutus-abus-cafc"  
[X Link](https://x.com/anyuser/status/1449248737214164998)  2021-10-16T05:39Z [---] followers, [--] engagements


"$bcrx deal reminds me a bit of $irwd buy of VectivBio. Bet on phase [--] asset but no CVR used all upfront. And fat debt to finance all that. This ended up badly for $irwd. Not sure how this plays out for BCRX. I prefer $fold approach - pay a small option fee for flipping ph3 card"  
[X Link](https://x.com/anyuser/status/1978063789254754647)  2025-10-14T11:42Z [---] followers, [----] engagements


"I'm pretty new in following this lipid nanoparticles patents poker match that is happening between $abus $roiv $mrna. is an interesting thread. My bet: $abus will get a proposal to be acquired at $15$/share by one of US Pharma whales e.g. $jnj $mrk http://stocktwits.com/DocPharm/message/391633939 http://stocktwits.com/DocPharm/message/391633939"  
[X Link](https://x.com/anyuser/status/1449479959680933891)  2021-10-16T20:58Z [---] followers, [--] engagements


"@RNAiAnalyst Regarding CNS: $lly likely brings delivery expertise in this area while $prqr brings editing oligos expertise. Great cross pollination which hopefully ends up in some exciting announcements. Hopefully "next donanemab" on Alzheimers will be an editing oligonucleotide"  
[X Link](https://x.com/anyuser/status/1836206034584535211)  2024-09-18T00:50Z [---] followers, [----] engagements


"This has nothing to do with $tecx data but it makes sense to recall the caliber of the leadership in this small bio. - Alise Reicin(CEO) - Keytruda - Marcella Ruddy(CMO) - Dupixent - Anthony Muslin (CFO) - Entresto Tim Springer - no comment https://youtu.be/W97fuPy-7Ycsi=MNkPKOHJy9FOKv57 https://youtu.be/W97fuPy-7Ycsi=MNkPKOHJy9FOKv57"  
[X Link](https://x.com/anyuser/status/1983768568086020428)  2025-10-30T05:30Z [---] followers, [----] engagements


"$srpt Tomorrow after hours we'll see SI for August 15th. Fun fact - 6M shares SI increase from July [--] to July [--] is comparable with $110M worth of new shares associated with recent refinancing of converts. Coincidence"  
[X Link](https://x.com/anyuser/status/1960174323215561187)  2025-08-26T02:55Z [---] followers, [----] engagements


"$apls C3G Empaveli "The FDA did not require Apellis to wait to file with the full 52-week data. " Great deriskiing statement knowing that Novartis filed with 52w"  
[X Link](https://x.com/anyuser/status/1853789843572310482)  2024-11-05T13:21Z [---] followers, [----] engagements


"@RNAiAnalyst Attached"  
[X Link](https://x.com/anyuser/status/1851337619831161212)  2024-10-29T18:57Z [---] followers, [---] engagements


"$tecx Shorts won a battle but they are digging a deeper hole. In we trust https://www.astrazenecaclinicaltrials.com/study/D8330C00003/ https://www.astrazenecaclinicaltrials.com/study/D8330C00003/"  
[X Link](https://x.com/anyuser/status/1984051529616388494)  2025-10-31T00:15Z [---] followers, [----] engagements


"While we're waiting for CLS-AX readout next week here is a summary of durable TKI programs status by Jones Trading $clsd $ocul $eypt - CLSD - suprachoroidal delivery - OCUL - intravitreal hydrogel - EYPT - intravitreal biodegradable insert"  
[X Link](https://x.com/anyuser/status/1842937302429094340)  2024-10-06T14:37Z [---] followers, [----] engagements


"If you are afraid of Jul 5th $CLOV end of lock-up period read this and reflect. There will be a lot of FUD about $clov in the coming weeks prepare early and stick with the investment thesis. https://www.reddit.com/r/CLOV/comments/o8zt4f/clov_lockup_period_faq_and_common_myths/utm_medium=android_app&utm_source=share https://www.reddit.com/r/CLOV/comments/o8zt4f/clov_lockup_period_faq_and_common_myths/utm_medium=android_app&utm_source=share"  
[X Link](https://x.com/anyuser/status/1409257228612239364)  2021-06-27T21:08Z [---] followers, [--] engagements


"If $bmy picks up preclinical Orbital for $1.5B in cash I don't see why $lly has to pay less for $prqr. Novel modalities should be valued appropriately"  
[X Link](https://x.com/anyuser/status/1977038093523075377)  2025-10-11T15:46Z [---] followers, [----] engagements


"$cdxs Thoughts - full year revenue guidance will be achieved (Merck contract) - signing a lease for siRNA GMP facility in weeks - cutting investments in legacy enzymes business Basically it's a pure siRNA manufacturing play now"  
[X Link](https://x.com/anyuser/status/1986559542306742308)  2025-11-06T22:21Z [---] followers, [----] engagements


"$tars You wanted a speculation here are some thoughts why the company might be for sale. As always this means nothing just a number of days points. Let's go 👇 @jfais20 ready to start the $TARS speculation or not just yet @jfais20 ready to start the $TARS speculation or not just yet"  
[X Link](https://x.com/anyuser/status/1832261923896754476)  2024-09-07T03:37Z [---] followers, [----] engagements


"@jfais20 ready to start the $TARS speculation or not just yet"  
[X Link](https://x.com/anyuser/status/1832143234308415828)  2024-09-06T19:46Z [----] followers, [----] engagements


"$PRQR and $LLY first target in RNA editing collaboration very likely will be SLC12A5 edit that changes KCC2 for higher GABAergic inhibition. Indications - chronic pain or epilepsy. Take a look at WO2024206175 [--] authors from ProQR one from Lilly"  
[X Link](https://x.com/anyuser/status/1902011283538583779)  2025-03-18T14:56Z [---] followers, [----] engagements


"$rgnx -25% over last month. I'm building my position here. This one and $mgtx have very solid gene therapy manufacturing capabilities in addition to late stage programs in large indications $RGNX (L) 50:1 EV gap vs $SRPT (think 10:1 more appropriate given latest look at RGX-202 shows significant improvement over Elevidys caveat for low N of course) Doesn't take into account MPS II (approval 2H 25) & $ABBV partnership in eye ($200M milestone payment due 1H 25) https://t.co/tLo1OYA52C $RGNX (L) 50:1 EV gap vs $SRPT (think 10:1 more appropriate given latest look at RGX-202 shows significant"  
[X Link](https://x.com/anyuser/status/1871721934729499061)  2024-12-25T00:57Z [---] followers, [----] engagements


"$RGNX (L) 50:1 EV gap vs $SRPT (think 10:1 more appropriate given latest look at RGX-202 shows significant improvement over Elevidys caveat for low N of course) Doesn't take into account MPS II (approval 2H 25) & $ABBV partnership in eye ($200M milestone payment due 1H 25)"  
[X Link](https://x.com/anyuser/status/1859267083873259667)  2024-11-20T16:06Z 11.5K followers, [----] engagements


"Of course they showed up. Both BoFA and JP Morgan analysts had a lot of questions. Trying to create an impression that "street left $CLOV for dead" is questionable at the very least. If they lower price targets I do not care. It's a marathon not a sprint. LOL. If they show up. The street has left $CLOV for dead. That is why to company is cultivating the snowflake ambassador his sidekicks and their astroturf campaign. LOL. If they show up. The street has left $CLOV for dead. That is why to company is cultivating the snowflake ambassador his sidekicks and their astroturf campaign"  
[X Link](https://x.com/anyuser/status/1425578792852987904)  2021-08-11T22:04Z [---] followers, [--] engagements


"LOL. If they show up. The street has left $CLOV for dead. That is why to company is cultivating the snowflake ambassador his sidekicks and their astroturf campaign"  
[X Link](https://x.com/anyuser/status/1423258336494067715)  2021-08-05T12:23Z [----] followers, [--] engagements


"The fact that $krro market cap is twice of $prqr market cap shows how important it is to have a proper NASDAQ listing and a price tag way above $5. Funds have restrictions think about this @ProQR"  
[X Link](https://x.com/anyuser/status/1827083836230148586)  2024-08-23T20:41Z [---] followers, [----] engagements


"$irwd Abbvie Linzess US revenue: Q2 2025: $247M IRWD reports $85M Q3 2025: $315M IRWD to report. around $108M IRWD [----] total revenue guidance: $260 - $290 million $41 (Q1) + $85(Q2) + $108(Q3) = $234M . Whole year beat of the upper bound is entirely possible"  
[X Link](https://x.com/anyuser/status/1984327966093128062)  2025-10-31T18:33Z [---] followers, [----] engagements


"@pharmafather123 @RNAiAnalyst Make sure you read today's Raymond James piece where they interviewed one of the docs who did hundreds of Syfovre injections over the last months. So much FUD so little meaningful information on $APLS"  
[X Link](https://x.com/anyuser/status/1686515402325864449)  2023-08-01T23:13Z [---] followers, [----] engagements


"$srpt I cannot be a part of this discussion as this person blocked me a while ago during APLS Syfovre AE shit show. If he was an investor I'd be fine with that. But he is not allowed to hold shares of SRPT right Is this a new way of doing journalism"  
[X Link](https://x.com/anyuser/status/1960104645373919528)  2025-08-25T22:18Z [---] followers, [----] engagements


"Does this mean that $prqr today is at the point where $arwr was mid-2017 and we're going to witness massive value creation here Time will tell I just presented you the scientific roots above"  
[X Link](https://x.com/anyuser/status/1830611968753086479)  2024-09-02T14:21Z [---] followers, [---] engagements


"$prqr They filled $75M order book within [--] hours. Crazy fast. And Lilly negotiated a separate allotment"  
[X Link](https://x.com/anyuser/status/1848913558253486091)  2024-10-23T02:25Z [---] followers, [----] engagements


"Even if mean number of $clov shares owner by every r/CLOV member is [---] we do control more than 10% of the the float. Join us as we are stronger together. HODL and buy more if you can. Especially tomorrow. https://www.reddit.com/r/CLOV/comments/obzk6c/what_percentage_of_clov_do_rclov_members_control/utm_medium=android_app&utm_source=share https://www.reddit.com/r/CLOV/comments/obzk6c/what_percentage_of_clov_do_rclov_members_control/utm_medium=android_app&utm_source=share"  
[X Link](https://x.com/anyuser/status/1410785158936948736)  2021-07-02T02:19Z [---] followers, [--] engagements


"$prqr Time to start valuation increase for ProQR. We all.know who holds core patents for ADAR $wve OMG single dose sustained and substantial #RNAediting in WoMan. Major major de-risking of new modality with amazing potential incl gain of function and protective variants. $prqr $krro https://t.co/8elFhwtldD $wve OMG single dose sustained and substantial #RNAediting in WoMan. Major major de-risking of new modality with amazing potential incl gain of function and protective variants. $prqr $krro https://t.co/8elFhwtldD"  
[X Link](https://x.com/anyuser/status/1846544305286271288)  2024-10-16T13:30Z [---] followers, [----] engagements


"$wve OMG single dose sustained and substantial #RNAediting in WoMan. Major major de-risking of new modality with amazing potential incl gain of function and protective variants. $prqr $krro https://ir.wavelifesciences.com/news-releases/news-release-details/wave-life-sciences-announces-first-ever-therapeutic-rna-editing https://ir.wavelifesciences.com/news-releases/news-release-details/wave-life-sciences-announces-first-ever-therapeutic-rna-editing"  
[X Link](https://x.com/anyuser/status/1846543613246787844)  2024-10-16T13:27Z 21.2K followers, 19.9K engagements


"$TECX AZD3427 phase [--] complete https://clinicaltrials.gov/study/NCT05737940 https://clinicaltrials.gov/study/NCT05737940"  
[X Link](https://x.com/anyuser/status/1970978575202517475)  2025-09-24T22:28Z [---] followers, [----] engagements


"@AConfidenceGame I've always been amazed by the desire of folks like you to inject their favorite bioshitco ticker in any unrelated threads"  
[X Link](https://x.com/anyuser/status/1898408710281572687)  2025-03-08T16:21Z [---] followers, [---] engagements


"@ThomasHealy47 @elonmusk"  
[X Link](https://x.com/anyuser/status/1478086655932129280)  2022-01-03T19:31Z [---] followers, [--] engagements


"@jfais20 Maybe I'm missing something but you say that another AAV based therapy which has way less data points in older DMD patients where doses are higher is a beneficiary in a current situation Anyone who is not AAV likely is"  
[X Link](https://x.com/anyuser/status/1934258509086167063)  2025-06-15T14:35Z [---] followers, [----] engagements


"$irwd This requires more DD as it can be a blocker for M&A"  
[X Link](https://x.com/anyuser/status/1987855833724772599)  2025-11-10T12:12Z [---] followers, [----] engagements


"So long you won't be missed $xbi This was my final week as @FTC Chair so I wanted to say thank you. https://t.co/21i2Tq2NtY This was my final week as @FTC Chair so I wanted to say thank you. https://t.co/21i2Tq2NtY"  
[X Link](https://x.com/anyuser/status/1881549748181836265)  2025-01-21T03:49Z [---] followers, [---] engagements


"This was my final week as @FTC Chair so I wanted to say thank you"  
[X Link](https://x.com/anyuser/status/1881175288501158044)  2025-01-20T03:01Z 146.3K followers, 2.6M engagements


"@A_May_MD @avidresearch $swtx Usually a month to shop around after the first bid. E.g. Cerevel November [--] [----] - Abbv proposes $40 November [--] [----] - Abbv increases to $45 November [--] [----] - December [--] [----] - engamements with party B and party C no one gives the better price Dec [--] [----] - deal"  
[X Link](https://x.com/anyuser/status/1898174684858138734)  2025-03-08T00:51Z [---] followers, [----] engagements


""Patent network analysis of mRNA-based vaccine candidates for COVID-19"(May 2021) just a refresher for those who follows $abus vs $mrna saga. Full article - It will be a fun week. https://www.nature.com/articles/s41587-021-00912-9 https://www.nature.com/articles/s41587-021-00912-9"  
[X Link](https://x.com/anyuser/status/1449959689878335489)  2021-10-18T04:45Z [---] followers, [--] engagements


"$sgmt Denifanstat phase [--] monotherapy is withdrawn with "business decision" as a justification. @sagimet I get this securing $200M+ to run phase [--] alone for a $100M company is not possible in this market. Sell Deni now. $mdgl needs a pipeline you need money to fund acne"  
[X Link](https://x.com/anyuser/status/1923123589949096043)  2025-05-15T21:09Z [---] followers, [----] engagements


"$wve WVE-003 and WVE-006 somehow were completely ignored by this poster. As always - listen to everyone trust no one do your own DD $WVE in a biotech market where so many companies are dirt cheap chasing an over hyped bubbly company seems just silly. Maybe someday when a better value is created. I have too many other things I like better for cheaper. https://t.co/C8Fot5DncL $WVE in a biotech market where so many companies are dirt cheap chasing an over hyped bubbly company seems just silly. Maybe someday when a better value is created. I have too many other things I like better for cheaper."  
[X Link](https://x.com/anyuser/status/1906181980661882880)  2025-03-30T03:09Z [---] followers, [----] engagements


"$WVE in a biotech market where so many companies are dirt cheap chasing an over hyped bubbly company seems just silly. Maybe someday when a better value is created. I have too many other things I like better for cheaper"  
[X Link](https://x.com/anyuser/status/1905237554703593700)  2025-03-27T12:36Z 34.2K followers, [----] engagements


"ABBV CEO explicitly said they need assets for 2030s well both $swtx approved drugs have very nice patent dates in the orange book"  
[X Link](https://x.com/anyuser/status/1898395440493756794)  2025-03-08T15:28Z [---] followers, [----] engagements


"@HedgeyeEEvans "Through the arrangement ValueH will support ACOs MSOs participating in Clovers Direct Contracting Entity beginning in 2022." CMS is NOT ALLOWING to add new participants mid-year next batch is starting Jan 1st [----]. It has nothing to do with $CLOV this is the law"  
[X Link](https://x.com/anyuser/status/1422694404020609025)  2021-08-03T23:02Z [---] followers, [--] engagements


"And the most fresh patent disclosure by $PRQR is RNA editing of RELN to upregulate reelin You can read here about why this might be a very interesting target https://www.npr.org/sections/shots-health-news/2024/07/29/g-s1-13519/alzheimers-protein-reelin-brain-aging-amyloid-tau-memory https://www.npr.org/sections/shots-health-news/2024/07/29/g-s1-13519/alzheimers-protein-reelin-brain-aging-amyloid-tau-memory"  
[X Link](https://x.com/anyuser/status/1902014954506723640)  2025-03-18T15:11Z [---] followers, [----] engagements


"@WSB_Degenerate Tweak filters a bit and voilla one more @chamath company is here. Coincidence Not sure"  
[X Link](https://x.com/anyuser/status/1420103428961828865)  2021-07-27T19:26Z [---] followers, [--] engagements


"@SeresTX @NestleHealthUS @FlagshipPioneer But SER-155 is a very early stage highly speculative asset. By selling Vowst to Nestle for pennies you're making $mcrb an early clinical negative EV bio shitco . But you don't care right Paychecks and bonuses keep coming"  
[X Link](https://x.com/anyuser/status/1799088432846975294)  2024-06-07T14:38Z [---] followers, [---] engagements


"$srpt Damn now this great piece has to be updated as Vinay is back. $SRPT #FDA #CBER $REPL https://t.co/hSe26jZBEo $SRPT #FDA #CBER $REPL https://t.co/hSe26jZBEo"  
[X Link](https://x.com/anyuser/status/1954281168532291978)  2025-08-09T20:38Z [---] followers, [----] engagements


"$SRPT #FDA #CBER $REPL"  
[X Link](https://x.com/plainyogurt21/status/1950379679032234287)  2025-07-30T02:15Z [----] followers, 39.2K engagements


"@richtrades100 SAE is non-news well described in the @seedy19tron post and several others. Every fart on FAERS cannot be an -10% event unless someone is interested in this"  
[X Link](https://x.com/anyuser/status/1960071607826985418)  2025-08-25T20:07Z [---] followers, [---] engagements

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