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

value posts on X about $sgmt, $cdxs, $mdgl, tapi 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 [-----] -0.15%
- [--] Month [------] -50%
- [--] Months [-------] +128%
- [--] 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 [--] -4%
- [--] Month [--] +1.10%
- [--] Months [---] +293%
- [--] Year [---] +81%

### 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 [---] +3.40%
- [--] 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)  53% [finance](/list/finance)  12% [countries](/list/countries)  5% [social networks](/list/social-networks)  1% [technology brands](/list/technology-brands)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[$sgmt](/topic/$sgmt) #4, [$cdxs](/topic/$cdxs) #1, [$mdgl](/topic/$mdgl) #8, [tapi](/topic/tapi) 10%, [$clsd](/topic/$clsd) 8%, [$gild](/topic/$gild) #20, [in the](/topic/in-the) 6%, [$prqr](/topic/$prqr) #4, [$teva](/topic/$teva) #14, [$lly](/topic/$lly) 4%

**Top accounts mentioned or mentioned by**
[@gormboepetersen](/creator/undefined) [@biotech2k1](/creator/undefined) [@joserestonva](/creator/undefined) [@aafree](/creator/undefined) [@abivaxceo](/creator/undefined) [@saltynostrils](/creator/undefined) [@tracelarabee11](/creator/undefined) [@biomedicalrx](/creator/undefined) [@piratewaffle](/creator/undefined) [@stevewagsinvest](/creator/undefined) [@clearsidebio](/creator/undefined)

**Top assets mentioned**
[Sagimet Biosciences Inc. (SGMT)](/topic/$sgmt) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Eli Lilly and Company (LLY)](/topic/$lly) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Inventiva S.A. (IVA)](/topic/$iva) [Synthetify (SNY)](/topic/$sny) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Novo-Nordisk (NVO)](/topic/$nvo) [Allora (ALLO)](/topic/$allo) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Abivax SA (ABVX)](/topic/$abvx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Sanofi (SNY)](/topic/sanofi) [Novartis AG (NVS)](/topic/$nvs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$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


"$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


"$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


"$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


"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


"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


"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


"$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


"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


"$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


"$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


"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


"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


"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


"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


"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/ValueForAll1/status/1987645201960386635)  2025-11-09T22:15Z [---] 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


"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


"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


"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


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


"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


"$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


"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


"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/anyuser/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


"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


"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


"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


"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


"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


"$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


"@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


"$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


"@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


"$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


"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


"$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/ValueForAll1/status/1980675897566065087)  2025-10-21T16:41Z [---] 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/ValueForAll1/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


"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 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


"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/ValueForAll1/status/1983551348693201228)  2025-10-29T15:07Z [---] 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 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

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