#  @anthonystaj Anthony Anthony posts on X about $huma, money, $atyr, $capr the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours. ### Engagements: [---------] [#](/creator/twitter::923209860979789825/interactions)  - [--] Week [------] +13% - [--] Month [-------] +12% - [--] Months [---------] +419% - [--] Year [---------] +3,007% ### Mentions: [--] [#](/creator/twitter::923209860979789825/posts_active)  - [--] Month [--] no change - [--] Months [---] +92% - [--] Year [---] +155% ### Followers: [-----] [#](/creator/twitter::923209860979789825/followers)  - [--] Week [-----] -0.09% - [--] Month [-----] +1.90% - [--] Months [-----] +152% - [--] Year [-----] +791% ### CreatorRank: [-------] [#](/creator/twitter::923209860979789825/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [currencies](/list/currencies) [nfl](/list/nfl) [countries](/list/countries) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [vc firms](/list/vc-firms) [travel destinations](/list/travel-destinations) **Social topic influence** [$huma](/topic/$huma), [money](/topic/money), [$atyr](/topic/$atyr), [$capr](/topic/$capr) #2, [$nktr](/topic/$nktr), [$aqst](/topic/$aqst), [in the](/topic/in-the), [$inmb](/topic/$inmb), [$ntla](/topic/$ntla), [if you](/topic/if-you) **Top accounts mentioned or mentioned by** [@geneinvesting](/creator/undefined) [@houndcl](/creator/undefined) [@martinshkreli](/creator/undefined) [@jonnyfunguy](/creator/undefined) [@amaymd](/creator/undefined) [@biotechscanner](/creator/undefined) [@vulpescap](/creator/undefined) [@siriusstarcapi1](/creator/undefined) [@biotechfuru](/creator/undefined) [@tcellengager](/creator/undefined) [@wexcapital](/creator/undefined) [@jamesc867](/creator/undefined) [@ronmortgageguy](/creator/undefined) [@mcuban](/creator/undefined) [@mattyfatstaxs](/creator/undefined) [@moanaris](/creator/undefined) [@sporadicalia](/creator/undefined) [@biotech2k1](/creator/undefined) [@maxxchatsko](/creator/undefined) [@mammah8r](/creator/undefined) **Top assets mentioned** [Huma Finance (HUMA)](/topic/$huma) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [AstraZeneca PLC (AZN)](/topic/$azn) [SuperRare (RARE)](/topic/$rare) [Adaptive Biotechnologies Corporation Common Stock (ADPT)](/topic/$adpt) [AbbVie Inc (ABBV)](/topic/$abbv) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Prothena Corporation plc Ordinary Shares (PRTA)](/topic/$prta) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Pfizer, Inc. (PFE)](/topic/$pfe) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Novartis AG (NVS)](/topic/novartis) [Tempus AI, Inc. (TEM)](/topic/$tem) [ARS Pharmaceuticals, Inc. (SPRY)](/topic/$spry) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) ### Top Social Posts Top posts by engagements in the last [--] hours "@scottsinvesting @GeneInvesting In the US originators can leverage rebate programs to try and choke out new biosimilar entrants by effectively lowering the cost of drugs until they want to leave. We'll see how Abbvie handles Humira and I would expect Regeneron to take notes too" [X Link](https://x.com/anyuser/status/1739131880903946513) 2023-12-25T03:52Z [--] followers, [--] engagements "@GeneInvesting @bob_bob2131 It's just marketing fluff imo to tell investors. You ✨always✨ have to run the experiment anyway. We might use computational approaches to triage some large dataset and parse out some potentially useful answer (like high binding affinity) but we still test molecules" [X Link](https://x.com/anthonystaj/status/1739146050785443861) 2023-12-25T04:48Z [---] followers, [--] engagements "@NorthTxMSG @richiesheerin That's actually pretty wild you were intact MS + but MRD -ive I work in this space too and usually we would expect a higher IgG readout immediately post treatment because of longer antibody half life but I'm surprised it was persistent throughout your experience" [X Link](https://x.com/anthonystaj/status/1739274580500336977) 2023-12-25T13:19Z [---] followers, [--] engagements "@GeneInvesting Who says the FDA will change anything The FDA doesn't like change. Took them 20years and the biggest immediate threat to our civ to move on LNP delivery. Don't really see how we save big $ w AI/ ML beyond developing a few new key assets. That is big but not revolutionary" [X Link](https://x.com/anthonystaj/status/1747667214033948793) 2024-01-17T17:08Z [---] followers, [--] engagements "@GeneInvesting Honestly the more I read abt companies like RXRX the more I'm convinced they get bought by like Thermo and democratized to the world for like $200M buyout and become a software suite within the existing offering" [X Link](https://x.com/anthonystaj/status/1747667557287346235) 2024-01-17T17:09Z [---] followers, [--] engagements "@GeneInvesting and w ATTR-CM there's multiple competitors in ph3 on top of SOC. again we have to hope that people will actually want to take this drug. it could be the case that they would rather go with a non-CRISPR approach when its available. it could be the case they never get approved" [X Link](https://x.com/anthonystaj/status/1750267282251464981) 2024-01-24T21:20Z [----] followers, [--] engagements "@GeneInvesting i think there will be real pushback from insurers to approve NTLA2001 for reimbursement in the presence of multiple alternative options. so if they do get approved their sales will be a lot lower/ stunted and i don't see the revenue pushing this company well past expectations" [X Link](https://x.com/anthonystaj/status/1750267803943219611) 2024-01-24T21:22Z [----] followers, [--] engagements "@GeneInvesting tbh i should be asking you how you got your numbers. peak sales on Takhzyro are trending towards just under $2B. they have a patent until [----]. NTLA2002 is really not any better looking at the clinical readout. I think they take a chunk of that market but not most. " [X Link](https://x.com/anthonystaj/status/1750272469426987512) 2024-01-24T21:40Z [----] followers, [--] engagements "@GeneInvesting and for NTLA2001 I just don't think it's a slam dunk for the reasons i gave in my other replies. good options on the market right now. multiple competitors further along than NTLA on this indication. approval not guaranteed and vyndaqel peak sales are $3B so far" [X Link](https://x.com/anthonystaj/status/1750273258253930951) 2024-01-24T21:43Z [----] followers, [--] engagements "@GeneInvesting patients tend to get the medicine their insurers let them get "for free". i do think there's a meaningful difference. every day they don't have full insurance coverage is tens of millions in lost sales" [X Link](https://x.com/anthonystaj/status/1750282084260692054) 2024-01-24T22:19Z [---] followers, [--] engagements "Anybody who slept on the #Lions getting exposed this first half Rushing defensive efficiency was low for 49ers all yr. They had low rush yds against bc they're usually up Getting HUMBLED this half. Lions OLINE looking s tier" [X Link](https://x.com/anthonystaj/status/1751771081021554938) 2024-01-29T00:55Z [---] followers, [---] engagements "@BIOTECHSCANNER hey man I just started following and doing DD but I want to get your numbers right as i make a DCF analysis for AQST. where are you getting the $1B rev estimate I watched the oppenheimer interview and he said the market for Libervant was $250M so what do you think they get" [X Link](https://x.com/anthonystaj/status/1766590645924225355) 2024-03-09T22:23Z [---] followers, [---] engagements "@impulsefinancfo @BIOTECHSCANNER I'll buy that ramp but it will cliff like any drug at the end of patent" [X Link](https://x.com/anthonystaj/status/1766693742642073747) 2024-03-10T05:13Z [---] followers, [--] engagements "@Liftthatbid In the AQST deck they say 90% of current TRx are EpiPens AuviQ 10% and some other negligible players. The nasal isn't out yet. IM might be a decent slice though for in hospital care" [X Link](https://x.com/anthonystaj/status/1767891803989012631) 2024-03-13T12:33Z [---] followers, [--] engagements "Brokie mindset. What's a consultation cost Few hundred $ Maybe few $k Super lame Hack that no one does Interview as many smart people as you can for every job ask them how they'd fix your problems. Free consulting. Hack that no one does Interview as many smart people as you can for every job ask them how they'd fix your problems. Free consulting" [X Link](https://x.com/anthonystaj/status/1771590204245053709) 2024-03-23T17:29Z [---] followers, [---] engagements "Don't sleep on $AGEN y'all. This one's the real deal. Nuking CRC is gonna benefit a lot more people We grossly underestimate how quickly #immunotherapy can work. Especially with BOT/BAL (botensilimab) in our NEST🪺trial we are seeing💡#ctDNA decline📉 & CLEAR➕➡➖within days to 2-4 weeks. Unprecedented 📆March is #ColorectalCancerAwarenessMonth https://t.co/zQSWQUMFxH https://t.co/8lqv95s0A3 We grossly underestimate how quickly #immunotherapy can work. Especially with BOT/BAL (botensilimab) in our NEST🪺trial we are seeing💡#ctDNA decline📉 & CLEAR➕➡➖within days to 2-4 weeks. Unprecedented" [X Link](https://x.com/anthonystaj/status/1772408826517475725) 2024-03-25T23:42Z [---] followers, [---] engagements "@ronmortgageguy The biggest gainers in GDP last q was the public sector. Gov just being big gov to hide the growing slump. Spring market can also boost GDP a lot since almost 10% of it is just housing market" [X Link](https://x.com/anthonystaj/status/1774796899784003585) 2024-04-01T13:52Z [---] followers, [---] engagements "$AQST another thing: in [----] Mylan execs got hauled in front of congress and had to talk about the price of EpiPen. In defense of the price the following cost breakdown was given. Big note to me is the 38% on SG&A. Besides the enormous and ridiculous rebate from $608 to $274" [X Link](https://x.com/anthonystaj/status/1775212431863685580) 2024-04-02T17:23Z [---] followers, [---] engagements "this cost is a really big part their income statement. way bigger than other drugs in the market. Mylan spend TONS of money marketing this and growing the market. and they *still* gave a rebate of over half the list price to middle men" [X Link](https://x.com/anthonystaj/status/1775212948681585100) 2024-04-02T17:25Z [---] followers, [--] engagements "@eric_novack @AnthonyXperienc @mcuban You're both wrong. Yusimry and humira are identical molecules with the same amino acid sequence and formulation. They are different bc they come from different single parental cells making each one at scale. Mrs. Jones can try Yusimry and switch back after adverse event" [X Link](https://x.com/anthonystaj/status/1778638203869700210) 2024-04-12T04:16Z [---] followers, [--] engagements "@CheriDiNovo Anyone who started a company and used the company as their retirement fund. Selling it at the end of their career will likely exceed $250k. Now they have to work years longer and defer retirement because of this new policy" [X Link](https://x.com/anthonystaj/status/1781050094927712612) 2024-04-18T20:00Z [---] followers, [--] engagements "@MattyFatStaxs gbm chronically under serviced population. would be good to see a win there (but $DAWN just nabbed approval for ped indication adult next). I think Garo wants it all. but he's coupling himself to some new device to open BBB. macromolecules can't cross BBB normally" [X Link](https://x.com/anthonystaj/status/1783158699231473829) 2024-04-24T15:38Z [---] followers, [---] engagements "Twitter finally waking up to $agen To y'all just arriving welcome to the party. There's a ton of value here. Many investors of old looking down at it bc of melanoma shaft by FDA (better response than keytruda but gave Merck the nod) But BOT/BAL is best in class for CRC" [X Link](https://x.com/anthonystaj/status/1784268057201750514) 2024-04-27T17:07Z [---] followers, [---] engagements "This is why $agen is on its last life but absolutely ready to take off Remember $agen has tons of history experience manufacturing capabilities clinical research capabilities early stage discovery capabilities.it's actually loaded and worth well above $200M MC" [X Link](https://x.com/anthonystaj/status/1784269419843039450) 2024-04-27T17:12Z [---] followers, [---] engagements "The $agen ASCO readout is going to show continued efficacy unseen before in the treatment of late stage CRC MRD readouts are bright green lights in every patient taking the drug. And we didn't even hit a full course of treatment in the first NEST trial" [X Link](https://x.com/anthonystaj/status/1784270169100956086) 2024-04-27T17:15Z [---] followers, [---] engagements "As for a crazy prediction. Haven't seen anyone say it yet but I'm gonna speculate the King of England has CRC and is getting BOT/BAL this could be a really good piece of news for $agen" [X Link](https://x.com/anthonystaj/status/1784270460382740877) 2024-04-27T17:16Z [---] followers, [---] engagements "y r u trying so hard :( it's not fun for ppl who don't wanna try so hard Why /acc is important: Those who make the rules here want to literally disallow competitive high level play and home runs. And its not just field games its everywhere. They want Canada to just aim for bronze. We reject this sentiment know better and reach higher Why /acc is important: Those who make the rules here want to literally disallow competitive high level play and home runs. And its not just field games its everywhere. They want Canada to just aim for bronze. We reject this sentiment know better and reach higher" [X Link](https://x.com/anthonystaj/status/1787502503480656316) 2024-05-06T15:19Z [---] followers, [--] engagements "@MattyFatStaxs I can't touch $DNA & $RXRX 🙅♂ But they're not the first company to be trigger happy on the spend button but it's not a great look when ppl are asking "revenue wen" $dna on the chopping block" [X Link](https://x.com/anthonystaj/status/1791160495367438493) 2024-05-16T17:35Z [---] followers, [---] engagements "@nope_its_lily they have been doing this. but the municipalities are just going suck up the money and spend it elsewhere. the fed announced a new funding program for infrastructure and improved access to longer mortgages specifically for new builds and the city raised new build tax" [X Link](https://x.com/anthonystaj/status/1793661419923382618) 2024-05-23T15:13Z [---] followers, [--] engagements "$AGEN bump again today on tough to treat mets in CRC. wondering if things are priced in they aren't. many big catalysts coming - ASCO prezo -meeting w FDA in July will determine if they can get accelerated approval (biggy) -NEST2 (ph2) datalaterthisyr after the FDA meeting" [X Link](https://x.com/anthonystaj/status/1794104947228692862) 2024-05-24T20:35Z [---] followers, [---] engagements "one of the strongest competitors I've seen for $AGEN bot/bal in CRC is the PD1 from GSK Jemperli. although good readouts it's only a pd1 (lacks MoA to turn cold tumors hot) and so far the clin data came from naive pt not heavily pre-treated like bot/bal" [X Link](https://x.com/anthonystaj/status/1794105695098277923) 2024-05-24T20:38Z [---] followers, [---] engagements "@moanaris @sporadicalia Sees a legion of pikemen Suggests cavalry to attack" [X Link](https://x.com/anthonystaj/status/1795922231677071841) 2024-05-29T20:56Z [---] followers, [----] engagements "@0korkle0 @moanaris @sporadicalia sorry but this is copium. acting like they cant swing their pikes around and cover their flank or rear. or that there is a lonely pikeman squad traversing a great plain all alone. they will have support it's an anti cav unit" [X Link](https://x.com/anthonystaj/status/1795927972521669001) 2024-05-29T21:19Z [---] followers, [----] engagements "@AdultingIsEasy Go all in on good stocks. Diversification slows you down (If you actually know what you're doing)" [X Link](https://x.com/anthonystaj/status/1796233476330450953) 2024-05-30T17:33Z [---] followers, [--] engagements "@GeneInvesting The anti drug antibody response. It's one of the big reasons why Roctavian is a complete flop and one that I would watch closely w NTLA" [X Link](https://x.com/anthonystaj/status/1797312083178004891) 2024-06-02T16:59Z [---] followers, [--] engagements "@GeneInvesting Thinking is a bad way to predict the results of a hypothesis. It's not a safety issue necessarily (tho it could be) it's a I can only take a tx with this vector once in my life kind of issue. Longevity of ntla2002 also needs determining" [X Link](https://x.com/anthonystaj/status/1797314764709797893) 2024-06-02T17:10Z [----] followers, [--] engagements "@mcuban So ur solution to businesses being unable to afford new minimum wage is for them to be more like you and just be richer. U should live stream and call businesses "brokies" it'll fix things" [X Link](https://x.com/anthonystaj/status/1798222725087146164) 2024-06-05T05:18Z [---] followers, [--] engagements "I'm usually glued to biotech and stay in my lane but @MartinShkreli is really making me think that $GME goes on a bull run given how sure he is it's absolutely not going to RK is betting ppl short this stock. He is massively long and driving populism to do the same " [X Link](https://x.com/anthonystaj/status/1798580992476856830) 2024-06-06T05:01Z [---] followers, [---] engagements "If it's a battle of capital between wall St being short and retail being long we actually saw how this goes down. Retail drove $GME to over $400 and the entire market was shook and Robinhood had to break the law to deal w it" [X Link](https://x.com/anthonystaj/status/1798581411433365658) 2024-06-06T05:03Z [---] followers, [---] engagements "Are we betting that Robinhood pulls that stunt again Short positions are increasing rapidly here bc everyone is looking at RK like a $200m sucker But it just looks like bait to me Don't look at this stock on fundamentals" [X Link](https://x.com/anthonystaj/status/1798581734503747649) 2024-06-06T05:04Z [---] followers, [---] engagements "$GME bull run doesn't exist on earth. Stop using fundamental analysis to call it. This is the planet of the apes. Retail has shown it can drive this stock to the moon before. It can absolutely happen again" [X Link](https://x.com/anthonystaj/status/1798582104613347520) 2024-06-06T05:06Z [---] followers, [---] engagements "I leave #BIO24 the unequivocal champion of Fujifilm endless runner video game They said it couldn't be done. But the devs saw me do it in real time: 1.3M Anything is possible" [X Link](https://x.com/anthonystaj/status/1798919948900925694) 2024-06-07T03:28Z [---] followers, [--] engagements "why spend that premium on a later stage asset in the hottest market in pharma to get beat by some new asset in [--] yrs especially since you're going to spend all this money and have to sit and hear how it's not making you a penny yet for 2yrs" [X Link](https://x.com/anthonystaj/status/1800541410585891284) 2024-06-11T14:51Z [---] followers, [--] engagements "consider how much flack $PFE is catching for the Seagen deal. and yall want them to spend another $15B on basically a single ph2 asset" [X Link](https://x.com/anthonystaj/status/1800541628949770598) 2024-06-11T14:52Z [---] followers, [---] engagements "$PFE 👏 isn't 👏 buying 👏 $VKTX 👏 After M&A stretch Pfizer CEO says company needs 'breathing period' from large deals https://t.co/SCLHo4FaT7 After M&A stretch Pfizer CEO says company needs 'breathing period' from large deals https://t.co/SCLHo4FaT7" [X Link](https://x.com/anthonystaj/status/1800663802901602340) 2024-06-11T22:57Z [---] followers, [----] engagements "@Biotech2k1 Crowding means that there can only be a few winners. I'm not a CAR T perma bull but if you look at clinical efficacy they are actually crushing it. Some long term safety concerns as well. But carvykti doing well. Abecma $Grcl got bought for $1B as a ph1 asset by $Azn bc efficacy" [X Link](https://x.com/anthonystaj/status/1805220994551841055) 2024-06-24T12:46Z [---] followers, [--] engagements "$AGEN doing AGEN things. Crushing MSS CRC. The NEST2 cohort got up to [--] extra doses of their PD1 mAb BAL. In the NEST-2 cohort 78% (7/9) of MSS patients achieved pathologic responses of at least 50% tumor regression with 56% (5/9) reaching complete pathologic responses" [X Link](https://x.com/anthonystaj/status/1806761640018276618) 2024-06-28T18:48Z [---] followers, [----] engagements "@Jonny_fun_guy I want to look again at the safety profile but I remember them giving Jemeprli for 6mths against MSI-H. Even in NEST2 they were only on a PD1 for a mth and a half. I know $IBRX crowd tryna latch onto lung by turning cold tumors hot w anktiva. After CRC might be good to see" [X Link](https://x.com/anthonystaj/status/1806866342827487404) 2024-06-29T01:44Z [---] followers, [---] engagements "@Jonny_fun_guy For sure I'm banking on the CRC nod. But the MoA of turning cold tumors hot thru FcGRIIIA interactions could extend to other cancers as well in the long run. They clearly think so w their basket trials and I'd rather they stay focused but I can't help but consider other apps" [X Link](https://x.com/anthonystaj/status/1807096038529884581) 2024-06-29T16:57Z [---] followers, [--] engagements "i came onto X bc i was tired of doom scrolling on insta/ other social medias. i found like [----] other biotech/ medical/ finance people on here and was happy. then the platform began absolutely bombarding my feed with political content and basically shadow banning my follows" [X Link](https://x.com/anthonystaj/status/1820543248445960510) 2024-08-05T19:31Z [---] followers, [--] engagements "gonna be smashing the block button on this platform till i have my head firmly back in the biotech/ finance news sand i desire. i'm not even american. leave ur election out of my feed dude i just wanna see medical memes and talk about new drugs/ technologies and not doom scroll" [X Link](https://x.com/anthonystaj/status/1820543667993710899) 2024-08-05T19:33Z [---] followers, [--] engagements "recently been looking at $huma a lot. decided to buy puts last week. this week CEO and her husband can't stop selling" [X Link](https://x.com/anthonystaj/status/1829519058665963768) 2024-08-30T13:58Z [---] followers, [---] engagements "@Biotech2k1 The platform is supposed to use cell based screening data to test molecules in a million settings. They did in fact test their lead compound using their approach. Unless ur saying they didn't test it at all and in fact bypassed the entire premise of their company" [X Link](https://x.com/anthonystaj/status/1831032644936818761) 2024-09-03T18:12Z [---] followers, [---] engagements "@MaxxChatsko massive short opportunity.co has *zero* assets and no readouts till [----] and is valued over $12B and for a vaccine business" [X Link](https://x.com/anthonystaj/status/1831752120619692080) 2024-09-05T17:51Z [---] followers, [---] engagements "@GeneInvesting @ZinselmeyerB @Scooter0732 @Jonny_fun_guy @HCWCO @Jefferies HAE has a great option that was recently approved and has a very very long patent life ahead. Takzhyro by Takeda has very comparable numbers to NTLA2002. I get annoyed when people completely over pump a stock that might double in 5yrs (after halving in about a yr)" [X Link](https://x.com/anthonystaj/status/1833536944707670423) 2024-09-10T16:04Z [----] followers, [----] engagements "@GeneInvesting idek y u brought SGMO into this particular convo. this was about HAE nothing SGMO has anything to do with. Fact [--] u report is correct. 87% reduction in HAE attacks in pts. here's another fun fact: NTLA2002 reduces HAE attacks by 91%. in fact pretty similar" [X Link](https://x.com/anthonystaj/status/1833574028298080309) 2024-09-10T18:31Z [----] followers, [---] engagements "@GeneInvesting another fact: NTLA2002 would *definitely* be priced higher than Tak. probably millions. more facts: long term safety data has yet to be reported. effects on fertility ADA response immunogenicity these are why Roctavian (a gene therapy u *never* talk abt) is an absolute BUST" [X Link](https://x.com/anthonystaj/status/1833574542691676195) 2024-09-10T18:33Z [----] followers, [--] engagements "@GeneInvesting *a lot* of the investment community is very bearish on the entire market segment given these challenges. even CRSP itself has had challenges in its launch for SCD. hard to get patients harder still to get reimbursement. dont get mad at me u bet ur money on a depressed market" [X Link](https://x.com/anthonystaj/status/1833574945370337691) 2024-09-10T18:35Z [---] followers, [--] engagements "@GeneInvesting ig we disagree on this pt u think all antibodies have no commonalities u think small molecules aren't generallizable u think ADCs have no similarities oh no just the gene therapies ur interested in. they are all snowflakes and very special" [X Link](https://x.com/anthonystaj/status/1833619381714125280) 2024-09-10T21:31Z [---] followers, [--] engagements "@Jonny_fun_guy no no no. every gene therapy is a snowflake unto themselves. no similarities. $NTLA *alone* to the moon" [X Link](https://x.com/anthonystaj/status/1833620272005382558) 2024-09-10T21:35Z [---] followers, [---] engagements "@twmays1974 @CathieDWood @ARK_Funds i think she wanted it to plummet. it was her 'strategy'" [X Link](https://x.com/anthonystaj/status/1836413397534913021) 2024-09-18T14:34Z [---] followers, [--] engagements "@8888TLD @Colecalciferol1 yeah the former swiss bank CEO "needing the money" to finance debt obligations is a reasonable explanation for the CEOs spouse/ board member only selling and not buying any shares all year long since BLA filing" [X Link](https://x.com/anthonystaj/status/1838626012281569343) 2024-09-24T17:06Z [---] followers, [--] engagements "@MammaH8r oh ok no worries im sure it's all gonna be fine. just those two studies were deliberately manipulated for clinical interpretation. well and the pre-clin data that no one else can reproduce. this one's fine. company's clean" [X Link](https://x.com/anthonystaj/status/1839456559639785585) 2024-09-27T00:06Z [---] followers, [--] engagements "@MammaH8r No ppl like u scare me too much to think the stock will act rationally I figured it would fail during my toilet reading. QED" [X Link](https://x.com/anthonystaj/status/1839511675860394295) 2024-09-27T03:45Z [---] followers, [--] engagements "@DueDoctor @julesyoo @a16z Pretty sure they tried that exact business model a few yrs ago and this is what happened" [X Link](https://x.com/anthonystaj/status/1840137454504030539) 2024-09-28T21:12Z [---] followers, [---] engagements "@anyones2cents @Nace4aKing can u not read i just told u i find it super wrong that u ppl are pumping something that harms ppl. integrity might look foreign when ur amoral but this is what it means to stand by ur beliefs. i do it incase ppl look at "$sava" here so they can see truth being spoken" [X Link](https://x.com/anthonystaj/status/1840827927317065905) 2024-09-30T18:55Z [---] followers, [--] engagements "I've hacked the mainframe @anthonystaj @US_FDA @SECGov Nope not going to block you wrong again @anthonystaj @US_FDA @SECGov Nope not going to block you wrong again" [X Link](https://x.com/anthonystaj/status/1841612933907792185) 2024-10-02T22:55Z [---] followers, [---] engagements "@tiffinyfawcett Ur literally a self described short squeeze chaser and u have no idea how to interpret clinical data. This company is a fraud. They manipulated ph2 clinical trial data by removing 40%+ of pts twice. The ph3 doesn't even have an approved SAP. pathetic" [X Link](https://x.com/anthonystaj/status/1844432649189990764) 2024-10-10T17:39Z [---] followers, [--] engagements "@AnExpertOne1 You mean the n=16 study that has almost no inclusion/ exclusion criteria Also 1yr is not long term" [X Link](https://x.com/anthonystaj/status/1846453463091130729) 2024-10-16T07:29Z [---] followers, [--] engagements "$huma holders are funny Market is on point if a propaganda article gets published and it pamps 15% Market is rigged if they get a bad letter from FDA inspectors dumping it 15%" [X Link](https://x.com/anthonystaj/status/1847023439996973211) 2024-10-17T21:14Z [---] followers, [---] engagements "@urbstonaitis Will look at that. FDA still makes the final call on civs Wartime injuries are a few thousand over many yrs thru Iraq/ Afghanistan as per the VAVIS study which showed 90% patency [--] yrs later in those pts that got SVG which is definitely better" [X Link](https://x.com/anthonystaj/status/1847322881178366161) 2024-10-18T17:04Z [----] followers, [---] engagements "$ntla been saying it for a while. Takzhyro is a good mAb and given gene tx AEs that keep popping up mkt is skeptical of upside ph2 looks worse than ph1 data for NTLA-2002. mkt slamming it makes sense" [X Link](https://x.com/anthonystaj/status/1849451233968267624) 2024-10-24T14:01Z [----] followers, [---] engagements "wow this is really a bad look for $ntla [----] reducing kallikrein but some pts still had attacks. circulating lvls must be affecting pts. more reasons for mAbs" [X Link](https://x.com/anthonystaj/status/1849452522626224554) 2024-10-24T14:06Z [----] followers, [---] engagements "@_OliverVenture I would call it a therapy. Other therapies have shown similar disease free states like CAR Ts in MM. Would not use the term cure. If [----] pts are attack free 5yrs on I might be inclined to agree" [X Link](https://x.com/anthonystaj/status/1849483230866510206) 2024-10-24T16:08Z [----] followers, [--] engagements "@ApxxWorld @adamfeuerstein we usually look at clinical outcomes when assessing efficacy not # of treatments. ur talking abt convenience which $ntla obviously is better on ntla2002 might have long term AEs. we dont know yet. would love to see the ADA data too that killed roctavian" [X Link](https://x.com/anthonystaj/status/1849513166557819223) 2024-10-24T18:07Z [----] followers, [---] engagements "@ApxxWorld @adamfeuerstein yeah that's how the FDA and patients look at it too. take the worse drug. look it's more convenient but the efficacy is lower. that's fact. if a pt fails on tak and wants to go to NTLA2002 that's one thing but front line would still be Tak based on this readout limiting uptake" [X Link](https://x.com/anthonystaj/status/1849518186204442678) 2024-10-24T18:27Z [----] followers, [--] engagements "lot of $ntla cope today" [X Link](https://x.com/anthonystaj/status/1849519829687861657) 2024-10-24T18:34Z [----] followers, [---] engagements "$ntla ppl cure is a very special word for very special treatments that remove disease for a long time. 8mths isn't it. [--] yrs isn't it. in myeloma we see 3yrs PFS (no disease) in CAR-T pts and we don't call that a cure. just stop. if it holds for 5yrs maybe i'll agree $ntla [--] of [--] subjects in 50mg (=phase 3) dose have been attack free (median [--] months) suggesting NTLA-2002 could be lifetime cure for most HAR patients. Substantial best-in-target 86% PKK knockdown. $ions No liver enzyme issues. $ntla [--] of [--] subjects in 50mg (=phase 3) dose have been attack free (median [--] months) suggesting" [X Link](https://x.com/anthonystaj/status/1849524122608656860) 2024-10-24T18:51Z [----] followers, [---] engagements "Bruh this is such a grift on bio noobs Why can't the ftc stop this from happening instead of preserving the accessible luxury good market 😂😂😂😂😂😂😂😂 😂😂😂😂😂😂😂😂" [X Link](https://x.com/anthonystaj/status/1850320646397481372) 2024-10-26T23:36Z [----] followers, [----] engagements "$huma ppl mad abt "the market" when we can look at all the absolute winners in the past mth that go nuts on good data $TARS good earnings $SMMT beat keytruda $SGMO AA pathway open. it's not the market's fault the $huma clinical data is super mid" [X Link](https://x.com/anthonystaj/status/1852042663781859837) 2024-10-31T17:39Z [---] followers, [----] engagements "It's a simple xpmt.run the test against the history of the league. Doesn't happen often. Happened w the 49ers D that (should have) took them to the super bowl in [----]. Only happens w good teams Coincidence massive cope EQ Playing the lions is demoralizing just look at the cowboys and Vikings" [X Link](https://x.com/anthonystaj/status/1852570478495269076) 2024-11-02T04:36Z [---] followers, [---] engagements "$xlo 1/8 hits on MSS CRC. Roche still paid for the ph2 and i'm interested in how that will look but i gotta say i'm not impressed with this readout" [X Link](https://x.com/anthonystaj/status/1854542795135992138) 2024-11-07T15:13Z [---] followers, [---] engagements "$azn $aclx genuinely confused why AZN is only showing off a poster (no oral) at #ASH24 for their Ferrari CAR-T AZD0120 formerly GC012F. literally [--] ICANS [--] CRS g2 and above in the abstract and for those who forgot this thing had 100% ORR and 96% *stringent* CR last yr. got bought 2weeks later by AZN. this could tank ArcellX and shoot AZN up since it'll be best in class" [X Link](https://x.com/anthonystaj/status/1856396320677998657) 2024-11-12T17:59Z [---] followers, [---] engagements "@BertrandBio do you think it competes and lives up to the hype when $azn drops their new CAR-T AZD0120" [X Link](https://x.com/anthonystaj/status/1856396562319933703) 2024-11-12T18:00Z [---] followers, [--] engagements "$huma could have raised next wk after sharing the long term trauma data for the first time at the VEITH conference chose instead to raise now. before the data drop. knowing what that data looks like. they just raised last mth too. this timing has very little to do w FDA imo In the biotech world you raise when you can. Nobody invests $45 million in front of a binary fail. My guess is whoever is short is trying to get smaller and is using this weakness to do so. $HUMA In the biotech world you raise when you can. Nobody invests $45 million in front of a binary fail. My guess is whoever is short" [X Link](https://x.com/anthonystaj/status/1857106553708453913) 2024-11-14T17:01Z [---] followers, [---] engagements "@bradloncar investor of keytruda actually a good word choice" [X Link](https://x.com/anthonystaj/status/1857141326699282712) 2024-11-14T19:19Z [---] followers, [---] engagements "honestly super cool. i lived in rural ontario and was put on a 3yr waitlist for starlink until i told them i lived in the middle of georgian bay and the system opened a slot for me it was a game changer for me and this brings those communities to the 21st century. not having decent internet speed means you really can't engage with the internet as easily. so much content actually requires high-speed (30mbps+) internet connection these days. zoom for work class watching video tutorials educating yourself.there's so much opportunity that's lost to those communities when they have hurdles" [X Link](https://x.com/anthonystaj/status/1857192697594892428) 2024-11-14T22:43Z [---] followers, [---] engagements "happy monday the #lions are the best team in the league and it's not close super bowl bound" [X Link](https://x.com/anthonystaj/status/1858528979743105203) 2024-11-18T15:13Z [---] followers, [--] engagements "yeah well $huma hasn't shared long term patency for trauma only dialysis. but ATEV is ATEV. if it's degrading in dialysis i'm sure it's degrading in trauma. we do have long term SOC data for trauma from the Iraq and Afghanistan conflicts thru the VAVIS database which huma themselves have included in their slides previously (so I know they have that data). their slides really changed and got a lot more opaque after their failed v006 CT in dialysis. imo they are deliberately opaque" [X Link](https://x.com/anthonystaj/status/1859280648000750045) 2024-11-20T17:00Z [---] followers, [---] engagements "also just ignore the fact that they decided to not give long term data (again). we know the patency at 2yrs will be a lot worse since it was for v006" [X Link](https://x.com/anthonystaj/status/1860726366292857080) 2024-11-24T16:45Z [---] followers, [---] engagements "I think they are materially very different- Sava was a deliberate fraud and Huma was an honest attempt but just doesn't cut it. The PT is that a late clin stage asset can absolutely tank on a binary. In this case FDA approval. Tbh I think it tanks even if approved bc the label will be very restrictive and they won't sell many ATEVs Biotech is very complicated and very risky" [X Link](https://x.com/anthonystaj/status/1861397656364323324) 2024-11-26T13:12Z [---] followers, [---] engagements "$huma could also be big money players buying calls as collateral for massive short positions with great leverage. $HUMA #1800 DEC $7.5 Calls bought on the Ask - someone thinks an approval (if one comes soon) could take it that high I suppose it would depend on the Label. This stock does trade a lot of calls though. $HUMA #1800 DEC $7.5 Calls bought on the Ask - someone thinks an approval (if one comes soon) could take it that high I suppose it would depend on the Label. This stock does trade a lot of calls though" [X Link](https://x.com/anthonystaj/status/1862565309812515066) 2024-11-29T18:32Z [---] followers, [----] engagements "@MrDarkghost U literally have no idea what ur doing. U should stop investing in biotech fr. U don't know a thing abt clinical trial analysis Even if it was approved and it went up it won't squeeze. Not everything is GME" [X Link](https://x.com/anthonystaj/status/1862971388224573751) 2024-11-30T21:26Z [---] followers, [--] engagements "$huma tomorrow prediction: Laura says approval is imminent *again* but also that they haven't heard anything from FDA since August (How can u know it's imminent if they haven't told u anything) (Remember when $agen said that Abt their PD1 mAb and got rejected and Keytruda got the early approval bc the FDA doesn't take advice from companies and in fact acts spitefully against those who put words in their mouth)" [X Link](https://x.com/anthonystaj/status/1864515918774022174) 2024-12-05T03:43Z [---] followers, [----] engagements "$huma is this the setup for the short $sava had this 20% rally the day before the data release. be careful yall huge numbers of puts picked up at the $2.5 strike price this wk. calls too but are they getting leverage for short positions" [X Link](https://x.com/anthonystaj/status/1865109755410194896) 2024-12-06T19:03Z [---] followers, [----] engagements "#ash24 the FDA has noted that MRD readouts that rely on ClonoSEQ have higher attrition rates like in the Carvykti BLA. EasyM is a CAP/CLIA certified non-invasive and highly robust assay with 1% failure rate over several clinical trial analyses is it time for other methods" [X Link](https://x.com/anthonystaj/status/1865458715341771002) 2024-12-07T18:09Z [---] followers, [---] engagements "$huma Artegraft from the label no cases of rejection" [X Link](https://x.com/anthonystaj/status/1866158427246055486) 2024-12-09T16:30Z [---] followers, [---] engagements "$huma highly comparable to AVG. and somehow a head to head comparison was possible in this study patency rates are not from a set time point and vary across the cohort but this is what *an actual clinical trial* looks like. historical benchmarks are the absolute bottom of the barrel control arm especially a highly heterogeneous population like this. FDA *will not* take kindly to historical benchmark control arm when a competitor product didn't and has recent (2019 retrospective) data available" [X Link](https://x.com/anthonystaj/status/1866159949279383993) 2024-12-09T16:36Z [---] followers, [---] engagements "Well the only thing the CEO said they wanted wrt to post marketing was more data. They said mfg is not the issue. I don't work at FDA but I think this is a tough approval decision. There's no head to head ph1/2/3 and their comparator is a historical benchmark that excludes best SOC. Historical comparison against that SOC suggests ATEV is worse and just as accessible (off-the-shelf) Idk how FDA approves it" [X Link](https://x.com/anthonystaj/status/1866184119744680090) 2024-12-09T18:12Z [---] followers, [---] engagements "@Banana_Oncology Greedy big pharma. Constantly bringing new life savings drugs to market bc they have to deal w patents expiring Nothing like good guy middle men" [X Link](https://x.com/anthonystaj/status/1866345285762548158) 2024-12-10T04:52Z [---] followers, [---] engagements "$huma yup SHORT $HUMA (1/n) 1) Not the most knowledgeable about clinical trials and their results + lots of research done on this so I'm going to skip this 2) Business red flags - high insider selling around original FDA commencement date from CFO and CEO suggests lack of confidence SHORT $HUMA (1/n) 1) Not the most knowledgeable about clinical trials and their results + lots of research done on this so I'm going to skip this 2) Business red flags - high insider selling around original FDA commencement date from CFO and CEO suggests lack of confidence" [X Link](https://x.com/anthonystaj/status/1868506422633451770) 2024-12-16T04:00Z [---] followers, [----] engagements "@JNM040812 This is literally original work 😂😂😂 idk y u come on here on ur lil alt just to shit talk ppl. Have fun ig. Hope ur not long this one" [X Link](https://x.com/anthonystaj/status/1868832135077114086) 2024-12-17T01:34Z [---] followers, [--] engagements "that's my head coach #Lions HC Dan Campbell was FIRED up this morning on @costaandjansen addressing their injuries how theyll overcome them and even dropping two F-bombs while at it. This is a must-watch. 🔥🔥 https://t.co/Qv6mMfJTvD #Lions HC Dan Campbell was FIRED up this morning on @costaandjansen addressing their injuries how theyll overcome them and even dropping two F-bombs while at it. This is a must-watch. 🔥🔥 https://t.co/Qv6mMfJTvD" [X Link](https://x.com/anthonystaj/status/1869070441341678010) 2024-12-17T17:21Z [---] followers, [---] engagements "$huma write up is out my first big write up- don't go easy on me. I expect all the perma-bulls to block me if they haven't already. The Last Humacyte Analysis You Need To Read https://open.substack.com/pub/anthonystaj/p/the-last-humacyte-analysis-you-needr=1fckcd&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/anthonystaj/p/the-last-humacyte-analysis-you-needr=1fckcd&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anthonystaj/status/1869146356893544814) 2024-12-17T22:23Z [---] followers, [----] engagements "$huma yup Attached to the $HUMA JAMA surgery article is invited commentary from vascular surgeons at Yale that are saying in a more formal measured way the same concerns bears have been saying. Its only one page so shouldn't be too hard to read. It's copied below and I highlighted some https://t.co/ozacdS3eLz Attached to the $HUMA JAMA surgery article is invited commentary from vascular surgeons at Yale that are saying in a more formal measured way the same concerns bears have been saying. Its only one page so shouldn't be too hard to read. It's copied below and I highlighted some" [X Link](https://x.com/anthonystaj/status/1869166240683753475) 2024-12-17T23:42Z [---] followers, [----] engagements "WE COULD SIGN CALAIS CAMPBELL CC w MCDC #OnePride Class Act: The #Dolphins may potentially release Calais Campbell if they are eliminated from the playoffs to let him sign with a contender per @flasportsbuzz The future Hall of Famer wants a chance at a ring. https://t.co/P9AAwPIPGP Class Act: The #Dolphins may potentially release Calais Campbell if they are eliminated from the playoffs to let him sign with a contender per @flasportsbuzz The future Hall of Famer wants a chance at a ring. https://t.co/P9AAwPIPGP" [X Link](https://x.com/anthonystaj/status/1869578476136866225) 2024-12-19T03:00Z [---] followers, [---] engagements "$mrk $vktx what's $100M to drive a hard bizargain Took way more than that off vktx MC. They don't *have* to keep developing the new asset" [X Link](https://x.com/anthonystaj/status/1869590886050623749) 2024-12-19T03:49Z [---] followers, [---] engagements "People literally ask this every single week It's just another week for us okay. Ben drew this up after Jared tripped and won against the Packers. It's just another week #OnePride Why would you waste this look on the Bears up by [--] Why would you waste this look on the Bears up by 13" [X Link](https://x.com/anthonystaj/status/1871072599125705115) 2024-12-23T05:57Z [---] followers, [---] engagements "@jzulgad Dude Ben drew this up after Jared tripped and we beat the Packers. It's just another week for us. We have dozens of trick plays. It's really not a big deal" [X Link](https://x.com/anthonystaj/status/1871073441086132570) 2024-12-23T06:00Z [---] followers, [----] engagements "Do you think they get an approval in dialysis with two failed ph3s Genuinely curious Besides trauma what is the next big indication they can leverage an unmet medical need against I honestly see the most promise in the pancreas as an insulin delivery tech but it's super early" [X Link](https://x.com/anthonystaj/status/1871316486477775293) 2024-12-23T22:06Z [---] followers, [---] engagements "$sgmo The only gene therapy co in town that did anything this yr King $SGMO from brink of bankruptcy to +357% YTD "Gene Editing" comparator isn't entirely accurate but outperformance is similar vs. AAV basket Likely a couple C>x names will be multi-baggers in [----] - who's next year's $SGMO https://t.co/xk6wZhcS32 King $SGMO from brink of bankruptcy to +357% YTD "Gene Editing" comparator isn't entirely accurate but outperformance is similar vs. AAV basket Likely a couple C>x names will be multi-baggers in [----] - who's next year's $SGMO https://t.co/xk6wZhcS32" [X Link](https://x.com/anthonystaj/status/1873097774293762407) 2024-12-28T20:04Z [---] followers, [----] engagements "CAR-T PFS triplet (dara-Rd/RVd/KRd) or quad (Dara-KRd/D-RVd) regimen in 1L from what I've seen. Carvykti also skewed their PFS readout by including pts with 1-3L in their ph3 not 3L+ like ide-cel and anito-cel. i'm not saying it's not a great therapy it is but PFS is not as competitive for early lines and the long term AEs outweigh the benefit of fewer infusions in a younger pt population that can live another 15yrs. outside of clinical research centers i dont think you see wide adoption in 1L or 2L MM i think we will both find the TRIUMpH study interesting. should answer our questions" [X Link](https://x.com/anthonystaj/status/1876290124775928083) 2025-01-06T15:30Z [---] followers, [---] engagements "$huma if you picked this one up early when it was lower and you're up now good for you. I really have no axe to grind with bulls i'm just here to talk about cool tech and clinical outcomes. yall can do ur fancy graphing on the charts but if you ignore the clinical fundamentals" [X Link](https://x.com/anthonystaj/status/1876353751134732502) 2025-01-06T19:42Z [---] followers, [---] engagements "@ilzizzo if you're in the mood . longer write up i release pre-approval. i stand by all of it but obviously i called the approval wrong. https://anthonystaj.substack.com/ https://anthonystaj.substack.com/" [X Link](https://x.com/anthonystaj/status/1876387336956907548) 2025-01-06T21:56Z [---] followers, [--] engagements "@RevShark You do realize they did not meet both co primary endpoints at 12m right. V007 failed to show superiority" [X Link](https://x.com/anthonystaj/status/1876470138591117380) 2025-01-07T03:25Z [---] followers, [--] engagements "@BioWino im out for now. i think they get a DoD deal announced before that earning call and i'll likely jump back in on that spike" [X Link](https://x.com/anthonystaj/status/1876654294876762177) 2025-01-07T15:37Z [---] followers, [--] engagements "$qsi the protein sequencing company that can't sequence proteins dropping back down bigly $1M in rev [----] and $500M+ MC this box is not better than a high res mass spec. not even better than a MALDI. very limited market very limited potential" [X Link](https://x.com/anthonystaj/status/1876998415621529642) 2025-01-08T14:24Z [---] followers, [----] engagements "@BiotechObserver @Prof_Oak_ Is there a clear rationale for IgMs other than the natural immune response trying to clear everything out with low affinity/ high valency binders until high affinity IgGs are endogenously produced thru somatic hyper mutation" [X Link](https://x.com/anthonystaj/status/1877453187734515922) 2025-01-09T20:31Z [---] followers, [--] engagements "i feel like $mdgl is this years $cytk going into #JPM25" [X Link](https://x.com/anthonystaj/status/1878207612660986328) 2025-01-11T22:29Z [---] followers, [---] engagements "My point is that [--]. $NTLA will in fact have low margins bc of tranche payments And [--]. We don't know how long the drug works for and thus you can't assume it confers some life long benefit We have a few yrs of efficacy and cheaper alternatives on the market You read my last tweet about patent and sling together two things to argue against my opinion.Tell me us how is it bad for $NTLa if payers/insurance co decide to pay Intellia in tranchesAre you telling banks will throw away tranches as not being valid creditsWhats your point You read my last tweet about patent and sling together two things" [X Link](https://x.com/anthonystaj/status/1878477169040441459) 2025-01-12T16:20Z [---] followers, [----] engagements "@moveablemass @theraleighwill @Shaz_If lol being from Canada yeah i know who they are. im sure they pissed somebody off but curing cancer would not lead to the inventors getting murdered. lots of new drugs show better efficacy than older ones and tank some big pharmas sales" [X Link](https://x.com/anthonystaj/status/1878484550822564304) 2025-01-12T16:49Z [---] followers, [--] engagements "Monty's back too. Y'all gon get blown up at the line #OnePride A quick scouting report for Lions vs. Commanders by the advanced metrics. https://t.co/6w2ju3MVzY A quick scouting report for Lions vs. Commanders by the advanced metrics. https://t.co/6w2ju3MVzY" [X Link](https://x.com/anthonystaj/status/1878901420860334400) 2025-01-13T20:26Z [---] followers, [---] engagements "$qsi whoda thunk. great short $qsi the protein sequencing company that can't sequence proteins dropping back down bigly $1M in rev [----] and $500M+ MC this box is not better than a high res mass spec. not even better than a MALDI. very limited market very limited potential $qsi the protein sequencing company that can't sequence proteins dropping back down bigly $1M in rev [----] and $500M+ MC this box is not better than a high res mass spec. not even better than a MALDI. very limited market very limited potential" [X Link](https://x.com/anthonystaj/status/1878905291292696955) 2025-01-13T20:41Z [---] followers, [----] engagements "No. Don't change what works. Monty is the hammer and the change of pace is Gibbs. You don't get explosive runs outside if they don't focus on the middle. Keep this backfield split and keep winning games #OnePride I'm surprised at people who want a true split backfield with Montgomery back. He's important & should have a role but Gibbs has taken over Explosive runs (20+ yards) -Gibbs [--] -Montgomery [--] Yards per carry -Gibbs [---] -Montgomery [---] We're in the end game. Feed Gibbs #OnePride https://t.co/xWCHDhSPVy I'm surprised at people who want a true split backfield with Montgomery back. He's" [X Link](https://x.com/anthonystaj/status/1879570408984485937) 2025-01-15T16:44Z [---] followers, [---] engagements "to be clear i'm not in the states but i see your point. i agree with you it isn't *right* but seeing Sandoz (Novartis) participating (perhaps out of spite) makes me think that more and more will do it. at the end of the day the graph above tells the story. How can Amgen justify *not* partnering with a payer system when they are still at 2% market penetration again I don't think it's right i think the FTC should stop breaking up luxury handbag company mergers or rare disease biotech acquisitions and start going after PBMs especially now with this move towards the mother of all anti-trust cases" [X Link](https://x.com/anthonystaj/status/1879919917891207473) 2025-01-16T15:53Z [---] followers, [---] engagements "@VPrasadMDMPH @SuyogCancer @USFDA It's not like this is an area that doesn't have lots of development either so they aren't incentivizing new players to enter CRC with this approval. There's lots of new drugs in this space" [X Link](https://x.com/anthonystaj/status/1880123152921161970) 2025-01-17T05:21Z [---] followers, [--] engagements "@DB60312676 im not even insulting you im telling you the truth😂you really cant discern the indication written on the label from off-label. that's really dangerous man. anyone who says you are investing wisely is just humoring you" [X Link](https://x.com/anthonystaj/status/1880713050321535011) 2025-01-18T20:25Z [---] followers, [--] engagements "So many lions fans showing great weakness We lost. We'll be back. Be a good fan. Support your team. Anyone who "has their spirit broken" or who's saying we should move on from Goff probs wasn't even cheering for this team 3yrs ago. So who cares what they think #OnePride" [X Link](https://x.com/anthonystaj/status/1881360836574498991) 2025-01-20T15:19Z [---] followers, [---] engagements "starting to get more bullish on the whole Dx sector. usually passed over but my spidey senses are just tingling over the new administration being into "preventative" measures and this pelosi play on $tem. i think tempus is very very overvalued at this pt but there are others" [X Link](https://x.com/anthonystaj/status/1882523730456531351) 2025-01-23T20:20Z [---] followers, [---] engagements "@KurtBenkert Hire big men on ur DL to counter the tush push. NFL evolves goes thru trends. Fast LBs to deal w mobile QBs. Tall lengthy CBs to deal w big X WRs.you build counters to the top teams to win it all. Let's see how tush push works against KC" [X Link](https://x.com/anthonystaj/status/1883744004698960117) 2025-01-27T05:09Z [---] followers, [----] engagements "if Canadian gov decides to print money again like for covid i think the best trade you can make this year will be to just put *all* your savings into USD. this will absolutely cripple the country and moon inflation. much harder than the tariffs. how low can the CAD go 50cents 40cents to one USD" [X Link](https://x.com/anthonystaj/status/1884633441171374322) 2025-01-29T16:03Z [---] followers, [---] engagements "$crdl (NP) is a good short candidate but similar to $galt in that it's already such a low MC it's hard for it to go down anymore but basically they're testing CBD for myocarditis pre-clin data looked not great on its own MOA has been tested and failed already in clinic clin results will likely repeat previous failures topline out this quarter assuming no punt" [X Link](https://x.com/anthonystaj/status/1893005922374475928) 2025-02-21T18:32Z [---] followers, [---] engagements "what happened to $blue is exactly what's going to happen to $huma 5-10yrs too early tech for bluebird exact same situation for huma tech is just not there yet. there actually exists better grafts today and they are going to destroy humacyte's clinical readouts" [X Link](https://x.com/anthonystaj/status/1893010073242210468) 2025-02-21T18:49Z [---] followers, [---] engagements "$prax there wasn't a leak last week the data just looked sus MOA had been tried before and failed w Jazz had to do a post-hoc analysis on ph2 to justify ph3 the ph3 primary endpoint has been updated and the bar lowered despite FDA saying they like the original endpoint more and this chart where "writing" improved but "handwriting" and spirals didn't. also eating with a spoon and speaking should be red colored" [X Link](https://x.com/anthonystaj/status/1895482099345342556) 2025-02-28T14:32Z [----] followers, [---] engagements "The comp here is $spry which was in this exact scenario last yr. Since they also just went thru a regulatory hiccup the probability of $aqst having issues is low since they pre emptively addressed similar issues. A clear recent generic precedent has been set for this indication. Even if it looks like a "show me" co after approval still is worth 2-5x what it is now before sales Strong possibility it hits $1B at peak valuing it much much higher than where it is now Personally I'm very willing to sit and ride for years on this one" [X Link](https://x.com/anthonystaj/status/1898153584337776693) 2025-03-07T23:27Z [---] followers, [---] engagements "@Andre_AGTC surprised you could even get options. when i checked there was literally zero liquidity" [X Link](https://x.com/anthonystaj/status/1899109282630557987) 2025-03-10T14:45Z [---] followers, [--] engagements "@leadlagreport No. Rich people will just buy them" [X Link](https://x.com/anthonystaj/status/1899299479829770325) 2025-03-11T03:20Z [---] followers, [---] engagements "@sidneyvanness @Austen Lol that's a hiking pole and he's claiming it's a cane 😂" [X Link](https://x.com/anthonystaj/status/1899948214864007303) 2025-03-12T22:18Z [---] followers, [---] engagements "Anybody arguing that $aqst will have trouble getting approval for anaphylm is working for $spry until proven otherwise I think we can have a debate about sales numbers/ expectations but to doubt whether it gets approved just shows you're either biased or ignorant Matter of time Higher PD Values Part [--] of a 4-Part Deep Dive Into the $AQST Data (Corrected version 2.0) My only concern about Anaphylm facing review at the FDA is that some of the data looks different than epinephrine injections. That difference will prompt some to pause. For example Anaphylm Higher PD Values Part [--] of a 4-Part Deep" [X Link](https://x.com/anthonystaj/status/1902050026362433967) 2025-03-18T17:30Z [---] followers, [---] engagements "@AndrewPete88284 @RefinedTrader1 @BIOTECHSCANNER @AscendingBio Guess you're in the aqst cult too Andrew We literally have the same view re approval and sales" [X Link](https://x.com/anthonystaj/status/1902350674496565751) 2025-03-19T13:25Z [---] followers, [---] engagements "that's fair it was a bit of a joke but i dont really see how there's a credible argument for anaphylm not getting approved. you're either ignorant or biased if you think that. which is fine. but i dont think its cultish at all to call an approval before it happens on a generic drug lol B/O is the purest copium anyone can huff when investing in a co esp biotechs. and if you're actually invested in the asset you wouldn't want a B/O because it takes money off the top of your investment I think anaphylm just has a better value prop and that will translate to sales and market share. I say that as" [X Link](https://x.com/anthonystaj/status/1902376803106484510) 2025-03-19T15:09Z [---] followers, [--] engagements "@daphnezohar @Grubhub I've seen markup be literally 30% lol thought it was high on a Dash pickup order cancelled went in person and it was much cheaper" [X Link](https://x.com/anthonystaj/status/1903949980684984437) 2025-03-23T23:20Z [---] followers, [---] engagements "@masonnwarnerr @codyschneiderxx Yes it does Cody always reccs taking that quant and finding qual faster. Out of [---] [--] top performers will show up" [X Link](https://x.com/anthonystaj/status/1903985888528347565) 2025-03-24T01:43Z [---] followers, [--] engagements "How do we filter out these god awful cryptos from the search for bios Can we just ban these pump and dump botnets $aura" [X Link](https://x.com/anthonystaj/status/1905337335694193127) 2025-03-27T19:13Z [---] followers, [---] engagements "$pcvx dont forget ya boy just got that nose analyst says buy. i say "look again" @MaxxChatsko massive short opportunity.co has *zero* assets and no readouts till [----] and is valued over $12B and for a vaccine business @MaxxChatsko massive short opportunity.co has *zero* assets and no readouts till [----] and is valued over $12B and for a vaccine business" [X Link](https://x.com/anthonystaj/status/1906719276922184101) 2025-03-31T14:44Z [---] followers, [---] engagements "@BiotechAnalysst both were bad. the astellas deal being bad was exactly why i thought the BBB-STAC deal would be bad. Merck recently gave a Chinese co $200M up front on a $1.7B deal for a drug they like. a single drug albeit in ph2 (in China) https://www.merck.com/news/merck-enters-exclusive-license-agreement-for-hrs-5346-an-investigational-oral-lipoproteina-inhibitor-for-cardiovascular-disease-from-jiangsu-hengrui-pharmaceuticals-co-ltd/" [X Link](https://x.com/anthonystaj/status/1907973537454764087) 2025-04-04T01:48Z [---] followers, [---] engagements "risk of tariff to $NVS $NVS says it will invest $23B in US manufacturing over next [--] years which will help it build [--] new plans. Most notably co. claims that w/ new capacity it will be able to "produce 100% of its key medicines end-to-end in the US" $NVS says it will invest $23B in US manufacturing over next [--] years which will help it build [--] new plans. Most notably co. claims that w/ new capacity it will be able to "produce 100% of its key medicines end-to-end in the US"" [X Link](https://x.com/anthonystaj/status/1910523980038963658) 2025-04-11T02:43Z [---] followers, [---] engagements "@biotech_bro Used it a lot for understanding an indications pipeline (past present future). It does some financial forecasting but I would not trust it yet. Just do that part yourself" [X Link](https://x.com/anthonystaj/status/1910546957820416447) 2025-04-11T04:14Z [---] followers, [--] engagements "@MardanAbliz_GVA But did u see $galt Fruit pectin gonna shoot up bigly" [X Link](https://x.com/anthonystaj/status/1915140069842968677) 2025-04-23T20:25Z [---] followers, [---] engagements "@bakerbruh Just looks like bad luck to me. This is a 5pt arm. Would not feel good shorting this" [X Link](https://x.com/anthonystaj/status/1916578097136308335) 2025-04-27T19:40Z [---] followers, [---] engagements "#cdnElection +stock pick Idk why no one is saying the obvious about the Canadian election liberals won because Jagmeet committed NDP seppuku. He intentionally tanked the party because he personally doesn't like the conservative party. He literally admitted he blocked an earlier election because cons were ahead. Aka he undermined the popln to satisfy his own agenda. The NDP were *literally* begging people in multiple ridings to become a candidate. I know because they emailed friends of mine (and the whole student body) at McGill to run. He was overly aggressive during the debate and tanked" [X Link](https://x.com/anthonystaj/status/1917245559150170165) 2025-04-29T15:52Z [---] followers, [---] engagements "ppl who are chronically online and don't know how to evaluate a person irl be outing themselves real hard maybe try spending more than 20mins scrolling tweets and cherry picking those that you don't like before trying to predict the future of the FDA breaking news: you can't actually evaluate a person based on tweets. good news: you can go and watch hours and hours of long form content and read hundreds of papers to get a sense of what the new head of CBER thinks" [X Link](https://x.com/anthonystaj/status/1920134883306770794) 2025-05-07T15:13Z [---] followers, [---] engagements "unlike some of the permabulls on $aqst i can see a real bear case after the last q earnings. this is entirely outside of the science/ clinical aspects of the company. those are rock solid. anaphylm is going to get approved and they are going to have a big asset on their hands. but what we have to acknowledge is that revenues are down. bigly. 30% drop in Q1 YOY. and they now lost the right to sell libervant to the 2-5YO age group. for a company with $58M in revenue FY2024 but now net-EBIDTDA loss of $17M on $8.7M in revenue and $67M in cash left you gotta think the calculus today looks" [X Link](https://x.com/anthonystaj/status/1922704626983297089) 2025-05-14T17:24Z [----] followers, [---] engagements "hoping for a buyout or partnership is a bad strategy. if the company looks like that's all it has to offer i'd probably get out. partnerships always mitigate upside so it'll depend what they get. best case they do no partnership and no buyout and dont dilute and bring it to market for a yr before trying any of that" [X Link](https://x.com/anthonystaj/status/1922859655954420168) 2025-05-15T03:40Z [---] followers, [--] engagements "the thing with $aqst is that we have to watch for the dilution. NDA acceptance (or rejection) has to come in the next [--] weeks. they filed the NDA on April 1st 60d clock is ticking. likely get a bump on that day. will they raise same day" [X Link](https://x.com/anthonystaj/status/1923067461361942725) 2025-05-15T17:26Z [----] followers, [---] engagements "$xlo so the ph2 couldn't capture the LM 1/5 efficacy now no responses in LM. in NLM we got 2cPRs and 1uPR for a 27% ORR we also got some tox data. better than bot/bal. but not sure this efficacy is gonna carry it. probably kill the program" [X Link](https://x.com/anthonystaj/status/1925679058974572750) 2025-05-22T22:23Z [----] followers, [---] engagements "$aqst NDA news must come by next week" [X Link](https://x.com/anthonystaj/status/1927760005379338679) 2025-05-28T16:12Z [----] followers, [----] engagements "$nktr 🧵i have joined the longs. it's definitely boom or bust for them. i think it hits stat sig. why do I think that because the EASI 16wk improvements in ph1 are clear. if they just repeat the PBO adjusted results in ph2 they will hit stat sig easily" [X Link](https://x.com/anthonystaj/status/1927765068860576135) 2025-05-28T16:33Z [----] followers, [----] engagements "@TheBiotechBear the rare "covalent bull". good luck breaking that bond" [X Link](https://x.com/anthonystaj/status/1928105647276462119) 2025-05-29T15:06Z [---] followers, [---] engagements "@BiotechPicks eh space is heating up. who knows what Merck thinks inside their walls. the two molecules do have slightly different MoAs. could be that high affinity IL2Ra binding from MRK6194 drives too much activity either way we saw activity in AD for rezpeg in the ph1s" [X Link](https://x.com/anthonystaj/status/1928307421534925061) 2025-05-30T04:28Z [----] followers, [---] engagements "@BiotechPicks Also if you have almost the same MoA and another co is 2yrs ahead of you it's not that weird to drop the program" [X Link](https://x.com/anthonystaj/status/1928309585212817581) 2025-05-30T04:36Z [----] followers, [---] engagements "$aqst absolutely sprinting into the NDA acceptance" [X Link](https://x.com/anthonystaj/status/1930270094648660151) 2025-06-04T14:27Z [----] followers, [---] engagements "@jayabacus @A_May_MD how did you get that lockout date figured I might just be too new to the stock but I can't find it mentioned in their Q1 earnings call or the HC wainright prezo" [X Link](https://x.com/anthonystaj/status/1930469879339004192) 2025-06-05T03:41Z [---] followers, [--] engagements "🧵on atopic derm placebos 🧵 placebo pbo shmamebo. it keeps us all up at night. what is to be done thesis: $nktr will tame the pbo beast in the ph2b readout. i tweeted abt this a couple wks ago. their drug arm lowered EASI a ton in pts but pbo did too. why might that change" [X Link](https://x.com/anthonystaj/status/1931064196596175199) 2025-06-06T19:02Z [----] followers, 10.1K engagements "for me Xpro is a zero shot and the data the company has shared should not convince you of anything else. why mechanistically we have no compelling reason to believe the drug does anything in alzheimers. although they cite this epidemiological study it is full of holes and can't establish a causal relationship because it's not a randomized controlled trial" [X Link](https://x.com/anthonystaj/status/1936927589752332326) 2025-06-22T23:21Z [----] followers, [----] engagements "we also have no reason to believe nor any data showing Xpro gets into the brain. and i mean that. xpro is too big to passively diffuse across the BBB and we have no proposed active transportation mechanism from INMB. many will say: "lecanamab and donanemab cross" yes but they do so in minute quantities and they are antibodies. they leverage FcRn mediated transportation across the BBB something xpro can't do because it is not an antibody" [X Link](https://x.com/anthonystaj/status/1936928375676838347) 2025-06-22T23:24Z [----] followers, [----] engagements "@Anders_Research We just don't have *any* reason to believe it gets in the brain. They say a small amt gets across but won't prove it and even if it did this pathway has been tried and failed already. I think ur married to ur thesis so ig we'll see soon enough" [X Link](https://x.com/anthonystaj/status/1936959046587666506) 2025-06-23T01:26Z [----] followers, [----] engagements "$NKTR we ride at dawn If ur using the timing of a PR to make ur choice ur DD needs work" [X Link](https://x.com/anthonystaj/status/1937263183980282309) 2025-06-23T21:35Z [----] followers, [----] engagements "$nktr 30% pbo adj EASI 25% pbo adj EASI-75 send it" [X Link](https://x.com/anthonystaj/status/1937475327011483867) 2025-06-24T11:38Z [----] followers, [----] engagements "$nktr bingbing's broker manually exercising all his options rn post RS" [X Link](https://x.com/anthonystaj/status/1937489553050185953) 2025-06-24T12:34Z [----] followers, [----] engagements "while i appreciate the work you do and i'll admit that you're convincing me more and more to look hard at CRVS i think this is a useful thought experiment when we include the fact that the ph1b from NKTR had a higher resp rate (and so did pbo). it's only really useful to compare pbo adj rates. this was also why i was asking you a few wks ago abt whether the next crvs study has mostly US or ex-US sites since there is arguably a higher pbo resp rate in US sites https://x.com/anthonystaj/status/1931064196596175199 https://x.com/anthonystaj/status/1931064196596175199" [X Link](https://x.com/anthonystaj/status/1937842046410035210) 2025-06-25T11:55Z [----] followers, [---] engagements "🧵luxury belief. working class people who work during the day usually in very environmentally hazardous lines of work can't get the pre-3pm treatment. they are thus removed from that treatment arm and there is intrinsic bias in the study. Super interesting and now supported by evidence from a randomized trial Blue: each day's chemo-immunotherapy was started and completed before [--] pm Red: each day's therapy was started and completed after [--] pm Those who received treatment early in the day had better survival https://t.co/TJ9IC6RxpV Super interesting and now supported by evidence from a" [X Link](https://x.com/anthonystaj/status/1939143211336733022) 2025-06-29T02:05Z [----] followers, [----] engagements "there is also no rational explanation for why getting treatment before or after 3pm would work better. they propose the circadian rhythm which is wholly unconvincing because many people have different rhythms that have nothing to do with daylight. think nurses police/ security. people who work night shifts. people who get up at 4am just because" [X Link](https://x.com/anthonystaj/status/1939143474554486831) 2025-06-29T02:06Z [----] followers, [---] engagements "sum it up: -no MoA for this observation -did not control for SES -did not control for "circadian rhythm" just not a compelling study at all. will not replicate" [X Link](https://x.com/anthonystaj/status/1939143814230179889) 2025-06-29T02:08Z [----] followers, [---] engagements "u can't hide from what u did bucko ur takes lose people money. u should feel about that and own up to ur mistakes instead of threatening a class action against the company or blaming "hackers" for dropping the slides in the dead of night $INMB Carl Kestens deleted his X account and scrubbed his "The Typ" website all of $INMB posts. $INMB Carl Kestens deleted his X account and scrubbed his "The Typ" website all of $INMB posts" [X Link](https://x.com/anthonystaj/status/1939744602908438986) 2025-06-30T17:55Z [----] followers, [----] engagements "$atyr dont worry we got an ACE up our sleeve" [X Link](https://x.com/anthonystaj/status/1941309948908167271) 2025-07-05T01:35Z [----] followers, [----] engagements "Didn't take ya long did it $mreo $rare Short $mreo and $rare ahead of the Setrusumab IA2. Another day we havent seen data I believe were into the 10th week since the cutoff date. Now whilst data timing doesnt inform my short I do feel more comfortable about it. It also wouldnt surprise me that $rare sits on it Short $mreo and $rare ahead of the Setrusumab IA2. Another day we havent seen data I believe were into the 10th week since the cutoff date. Now whilst data timing doesnt inform my short I do feel more comfortable about it. It also wouldnt surprise me that $rare sits on it" [X Link](https://x.com/anthonystaj/status/1943041185012158633) 2025-07-09T20:14Z [----] followers, [----] engagements "good move for $ABBV clearly making a strong push into the MM space with a bsAb Etantemig and now the tsAb. I think this one's better than JnJs personally mostly on safety grounds but I want to see if t-cell preservation happens in vivo as well as it does in vitro compared to the JnJ molecule" [X Link](https://x.com/anthonystaj/status/1943324905254068327) 2025-07-10T15:02Z [----] followers, [---] engagements "$capr CRL. nature is healing" [X Link](https://x.com/anthonystaj/status/1943651244473463276) 2025-07-11T12:39Z [----] followers, [----] engagements "$huma says they sold some to DoD. How many [--] Where is the big contract 😂" [X Link](https://x.com/anthonystaj/status/1948016299986354660) 2025-07-23T13:44Z [----] followers, [---] engagements "@Buffalo51766917 @AaronRosenblum5 Aaron there's a Cochrane review on over [----] pts literally showing that long term steroids don't do anything for pts. Like Bill says u treat flare ups w OCS. Guidelines literally suggest u don't need steroids for the vast majority of pts Pbo gonna kill it in ph3" [X Link](https://x.com/anthonystaj/status/1948730452497379779) 2025-07-25T13:02Z [----] followers, [---] engagements "$huma NTAP decision happening friday" [X Link](https://x.com/anthonystaj/status/1949851487967822236) 2025-07-28T15:16Z [----] followers, [----] engagements "@thumbs_up_bio very shallow take did u even read the next tweet 80% of pts get better without steroids" [X Link](https://x.com/anthonystaj/status/1950205862498144593) 2025-07-29T14:44Z [----] followers, [----] engagements "despite this we see that in the pre-specified endpt pbo had the strongest cohort for tapering and remaining on taper at wk24" [X Link](https://x.com/anthonystaj/status/1950299706019692812) 2025-07-29T20:57Z [----] followers, [---] engagements "this also translated to very inconclusive functional efficacy in FVC in sharp contrast to what was seen in an infliximab trial against a significantly less healthy patient group with starting FVC 70%" [X Link](https://x.com/anthonystaj/status/1950300415687610745) 2025-07-29T21:00Z [----] followers, [---] engagements "the baseline imbalance deeply troubled us so we went to some lengths to control for this specifically by leaning on sarcoid specific biomarkers SAA ACE (enzyme activity and serum levels) IL2R reported in their poster data and normalizing against FVC. this way all patient groups start at roughly the same place and we just watch how those sarcoid specific markers do over the trial. i think these show very clearly that the drug is having very little effect compared to baseline differences. we see pbo staying relatively flat but overall noisy signals except 1mpk which was obviously much less" [X Link](https://x.com/anthonystaj/status/1950301377709953141) 2025-07-29T21:04Z [----] followers, [---] engagements "@Vulpescap @thumbs_up_bio that is not chronic that is a round of treatment" [X Link](https://x.com/anthonystaj/status/1950307229359362048) 2025-07-29T21:27Z [----] followers, [---] engagements "it matters because this disease is accretive. the more damage you have the harder it is to undo it. you are essentially asking why starting on the 40m line instead of the 20m line of a 100m dash matters this study essentially shows that healthier patients do better independent of the drug. you can see that in the sarcoid specific biomarker data as well where all the sarcoid biomarkers get worse for all groups including 5mg/kg. the only difference was where they all started" [X Link](https://x.com/anthonystaj/status/1950960405909746108) 2025-07-31T16:43Z [----] followers, [--] engagements "$huma NTAP *rejected* Symvess CMS restoring my faith fr 🙏" [X Link](https://x.com/anthonystaj/status/1951278755780976847) 2025-08-01T13:48Z [----] followers, [----] engagements "@SiriusStarCapi1 thx for ur input super serious XM capital. not anybody's PM. if they wanna follow reddit threads and ignore me they are more than welcome" [X Link](https://x.com/anthonystaj/status/1951821622303928398) 2025-08-03T01:45Z [----] followers, [---] engagements "answer1: guidelines establish disease severity based on lung fibrosis the rest: you're just reading too much into irrelevant things imo. pts will try anything that could help if it doesn't hurt. efzo almost no AEs so it's safe but like i said there's no real benefit outside of baseline differences" [X Link](https://x.com/anthonystaj/status/1952070293004149217) 2025-08-03T18:13Z [----] followers, [---] engagements "$atyr re: efzo CCR5 binding @Vulpescap Retrogenix workflow fixes their cells to the wells of their microarray. This is known to change the conformation of some membrane bound proteins as opposed to unfixed cells which can lead to false negative readouts. Also we don't know for sure that retrogenix had CCR5 (though https://t.co/Y1sBh1oo6i @Vulpescap Retrogenix workflow fixes their cells to the wells of their microarray. This is known to change the conformation of some membrane bound proteins as opposed to unfixed cells which can lead to false negative readouts. Also we don't know for sure that" [X Link](https://x.com/anthonystaj/status/1952793786230210934) 2025-08-05T18:08Z [----] followers, [----] engagements "me fixated on sarcoid research: i wonder what the rate of sarcoid is in NFL players given their consistent inhalation of smelling salts which could exacerbate their lungs and lead to a pro-inflammatory phenotype "It hurt my heart." 14-year NFL vet Lavonte David has used smelling salts on EVERY DRIVE OF HIS WHOLE CAREER. He is at a loss. He literally said he's stuck. Watch this: @LavonteDavid54 @UpAndAdamsShow https://t.co/FpAkN0rGFt "It hurt my heart." 14-year NFL vet Lavonte David has used smelling salts on EVERY DRIVE OF HIS WHOLE CAREER. He is at a loss. He literally said he's stuck. Watch" [X Link](https://x.com/anthonystaj/status/1953520140110229968) 2025-08-07T18:14Z [----] followers, [----] engagements "$huma earnings on monday morning. i'm thinking they get [--] sales in q2 gross revenue at $300k YTD. gonna be hard to hit $7-8M in Y1 of launch" [X Link](https://x.com/anthonystaj/status/1953849142511284594) 2025-08-08T16:01Z [----] followers, [----] engagements "$huma got rejected by CMS for NTAP last wk. couldn't dig up any new dialysis data just a rehash of last yrs failed study up to 1yr (no 2yr data despite obviously having it). likely no sales growth looking like hitting 1% guidance at half yr mark. can't imagine Monday goes well $huma earnings on monday morning. i'm thinking they get [--] sales in q2 gross revenue at $300k YTD. gonna be hard to hit $7-8M in Y1 of launch $huma earnings on monday morning. i'm thinking they get [--] sales in q2 gross revenue at $300k YTD. gonna be hard to hit $7-8M in Y1 of launch" [X Link](https://x.com/anthonystaj/status/1953880044994277669) 2025-08-08T18:04Z [----] followers, [----] engagements "$huma this company still hiring a PR firm to use bots on twitter $huma got rejected by CMS for NTAP last wk. couldn't dig up any new dialysis data just a rehash of last yrs failed study up to 1yr (no 2yr data despite obviously having it). likely no sales growth looking like hitting 1% guidance at half yr mark. can't imagine $huma got rejected by CMS for NTAP last wk. couldn't dig up any new dialysis data just a rehash of last yrs failed study up to 1yr (no 2yr data despite obviously having it). likely no sales growth looking like hitting 1% guidance at half yr mark. can't imagine" [X Link](https://x.com/anthonystaj/status/1953890210577580423) 2025-08-08T18:45Z [----] followers, [----] engagements "Idk man no offense but u keep playing both sides. Like you say ur long but also that it's not a challenging short call. There's a ton of data saying it works. Docs almost unanimously favor it. Some big names are long. This is not a consensus short and it takes a ton of DD to see that. And yes there is enough data to tell how it's going to go you just aren't digging that deep" [X Link](https://x.com/anthonystaj/status/1954964900171694140) 2025-08-11T17:55Z [----] followers, [---] engagements "@tuduni90782 @houndcl the results were posted this morning 😂😂 u think were talking about the trial existing" [X Link](https://x.com/anthonystaj/status/1954968291945939287) 2025-08-11T18:08Z [----] followers, [---] engagements "$atyr longs do you guys think its weird they never published a Kd value for their drug or established an epitope like do you think that's normal" [X Link](https://x.com/anthonystaj/status/1954976978651713877) 2025-08-11T18:43Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@anthonystaj Anthony
Anthony posts on X about $huma, money, $atyr, $capr the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.
Engagements: [---------] #
- [--] Week [------] +13%
- [--] Month [-------] +12%
- [--] Months [---------] +419%
- [--] Year [---------] +3,007%
Mentions: [--] #
- [--] Month [--] no change
- [--] Months [---] +92%
- [--] Year [---] +155%
Followers: [-----] #
- [--] Week [-----] -0.09%
- [--] Month [-----] +1.90%
- [--] Months [-----] +152%
- [--] Year [-----] +791%
CreatorRank: [-------] #
Social Influence
Social category influence finance cryptocurrencies stocks currencies nfl countries technology brands social networks vc firms travel destinations
Social topic influence $huma, money, $atyr, $capr #2, $nktr, $aqst, in the, $inmb, $ntla, if you
Top accounts mentioned or mentioned by @geneinvesting @houndcl @martinshkreli @jonnyfunguy @amaymd @biotechscanner @vulpescap @siriusstarcapi1 @biotechfuru @tcellengager @wexcapital @jamesc867 @ronmortgageguy @mcuban @mattyfatstaxs @moanaris @sporadicalia @biotech2k1 @maxxchatsko @mammah8r
Top assets mentioned Huma Finance (HUMA) Intellia Therapeutics, Inc (NTLA) AstraZeneca PLC (AZN) SuperRare (RARE) Adaptive Biotechnologies Corporation Common Stock (ADPT) AbbVie Inc (ABBV) Arcellx, Inc. (ACLX) Prothena Corporation plc Ordinary Shares (PRTA) Recursion Pharmaceuticals, Inc. (RXRX) Pfizer, Inc. (PFE) Viking Therapeutics, Inc (VKTX) Merck & Co., Inc. (MRK) Cytokinetics Inc. (CYTK) Novartis AG (NVS) Tempus AI, Inc. (TEM) ARS Pharmaceuticals, Inc. (SPRY) Vaxcyte, Inc. (PCVX)
Top Social Posts
Top posts by engagements in the last [--] hours
"@scottsinvesting @GeneInvesting In the US originators can leverage rebate programs to try and choke out new biosimilar entrants by effectively lowering the cost of drugs until they want to leave. We'll see how Abbvie handles Humira and I would expect Regeneron to take notes too"
X Link 2023-12-25T03:52Z [--] followers, [--] engagements
"@GeneInvesting @bob_bob2131 It's just marketing fluff imo to tell investors. You ✨always✨ have to run the experiment anyway. We might use computational approaches to triage some large dataset and parse out some potentially useful answer (like high binding affinity) but we still test molecules"
X Link 2023-12-25T04:48Z [---] followers, [--] engagements
"@NorthTxMSG @richiesheerin That's actually pretty wild you were intact MS + but MRD -ive I work in this space too and usually we would expect a higher IgG readout immediately post treatment because of longer antibody half life but I'm surprised it was persistent throughout your experience"
X Link 2023-12-25T13:19Z [---] followers, [--] engagements
"@GeneInvesting Who says the FDA will change anything The FDA doesn't like change. Took them 20years and the biggest immediate threat to our civ to move on LNP delivery. Don't really see how we save big $ w AI/ ML beyond developing a few new key assets. That is big but not revolutionary"
X Link 2024-01-17T17:08Z [---] followers, [--] engagements
"@GeneInvesting Honestly the more I read abt companies like RXRX the more I'm convinced they get bought by like Thermo and democratized to the world for like $200M buyout and become a software suite within the existing offering"
X Link 2024-01-17T17:09Z [---] followers, [--] engagements
"@GeneInvesting and w ATTR-CM there's multiple competitors in ph3 on top of SOC. again we have to hope that people will actually want to take this drug. it could be the case that they would rather go with a non-CRISPR approach when its available. it could be the case they never get approved"
X Link 2024-01-24T21:20Z [----] followers, [--] engagements
"@GeneInvesting i think there will be real pushback from insurers to approve NTLA2001 for reimbursement in the presence of multiple alternative options. so if they do get approved their sales will be a lot lower/ stunted and i don't see the revenue pushing this company well past expectations"
X Link 2024-01-24T21:22Z [----] followers, [--] engagements
"@GeneInvesting tbh i should be asking you how you got your numbers. peak sales on Takhzyro are trending towards just under $2B. they have a patent until [----]. NTLA2002 is really not any better looking at the clinical readout. I think they take a chunk of that market but not most. "
X Link 2024-01-24T21:40Z [----] followers, [--] engagements
"@GeneInvesting and for NTLA2001 I just don't think it's a slam dunk for the reasons i gave in my other replies. good options on the market right now. multiple competitors further along than NTLA on this indication. approval not guaranteed and vyndaqel peak sales are $3B so far"
X Link 2024-01-24T21:43Z [----] followers, [--] engagements
"@GeneInvesting patients tend to get the medicine their insurers let them get "for free". i do think there's a meaningful difference. every day they don't have full insurance coverage is tens of millions in lost sales"
X Link 2024-01-24T22:19Z [---] followers, [--] engagements
"Anybody who slept on the #Lions getting exposed this first half Rushing defensive efficiency was low for 49ers all yr. They had low rush yds against bc they're usually up Getting HUMBLED this half. Lions OLINE looking s tier"
X Link 2024-01-29T00:55Z [---] followers, [---] engagements
"@BIOTECHSCANNER hey man I just started following and doing DD but I want to get your numbers right as i make a DCF analysis for AQST. where are you getting the $1B rev estimate I watched the oppenheimer interview and he said the market for Libervant was $250M so what do you think they get"
X Link 2024-03-09T22:23Z [---] followers, [---] engagements
"@impulsefinancfo @BIOTECHSCANNER I'll buy that ramp but it will cliff like any drug at the end of patent"
X Link 2024-03-10T05:13Z [---] followers, [--] engagements
"@Liftthatbid In the AQST deck they say 90% of current TRx are EpiPens AuviQ 10% and some other negligible players. The nasal isn't out yet. IM might be a decent slice though for in hospital care"
X Link 2024-03-13T12:33Z [---] followers, [--] engagements
"Brokie mindset. What's a consultation cost Few hundred $ Maybe few $k Super lame Hack that no one does Interview as many smart people as you can for every job ask them how they'd fix your problems. Free consulting. Hack that no one does Interview as many smart people as you can for every job ask them how they'd fix your problems. Free consulting"
X Link 2024-03-23T17:29Z [---] followers, [---] engagements
"Don't sleep on $AGEN y'all. This one's the real deal. Nuking CRC is gonna benefit a lot more people We grossly underestimate how quickly #immunotherapy can work. Especially with BOT/BAL (botensilimab) in our NEST🪺trial we are seeing💡#ctDNA decline📉 & CLEAR➕➡➖within days to 2-4 weeks. Unprecedented 📆March is #ColorectalCancerAwarenessMonth https://t.co/zQSWQUMFxH https://t.co/8lqv95s0A3 We grossly underestimate how quickly #immunotherapy can work. Especially with BOT/BAL (botensilimab) in our NEST🪺trial we are seeing💡#ctDNA decline📉 & CLEAR➕➡➖within days to 2-4 weeks. Unprecedented"
X Link 2024-03-25T23:42Z [---] followers, [---] engagements
"@ronmortgageguy The biggest gainers in GDP last q was the public sector. Gov just being big gov to hide the growing slump. Spring market can also boost GDP a lot since almost 10% of it is just housing market"
X Link 2024-04-01T13:52Z [---] followers, [---] engagements
"$AQST another thing: in [----] Mylan execs got hauled in front of congress and had to talk about the price of EpiPen. In defense of the price the following cost breakdown was given. Big note to me is the 38% on SG&A. Besides the enormous and ridiculous rebate from $608 to $274"
X Link 2024-04-02T17:23Z [---] followers, [---] engagements
"this cost is a really big part their income statement. way bigger than other drugs in the market. Mylan spend TONS of money marketing this and growing the market. and they still gave a rebate of over half the list price to middle men"
X Link 2024-04-02T17:25Z [---] followers, [--] engagements
"@eric_novack @AnthonyXperienc @mcuban You're both wrong. Yusimry and humira are identical molecules with the same amino acid sequence and formulation. They are different bc they come from different single parental cells making each one at scale. Mrs. Jones can try Yusimry and switch back after adverse event"
X Link 2024-04-12T04:16Z [---] followers, [--] engagements
"@CheriDiNovo Anyone who started a company and used the company as their retirement fund. Selling it at the end of their career will likely exceed $250k. Now they have to work years longer and defer retirement because of this new policy"
X Link 2024-04-18T20:00Z [---] followers, [--] engagements
"@MattyFatStaxs gbm chronically under serviced population. would be good to see a win there (but $DAWN just nabbed approval for ped indication adult next). I think Garo wants it all. but he's coupling himself to some new device to open BBB. macromolecules can't cross BBB normally"
X Link 2024-04-24T15:38Z [---] followers, [---] engagements
"Twitter finally waking up to $agen To y'all just arriving welcome to the party. There's a ton of value here. Many investors of old looking down at it bc of melanoma shaft by FDA (better response than keytruda but gave Merck the nod) But BOT/BAL is best in class for CRC"
X Link 2024-04-27T17:07Z [---] followers, [---] engagements
"This is why $agen is on its last life but absolutely ready to take off Remember $agen has tons of history experience manufacturing capabilities clinical research capabilities early stage discovery capabilities.it's actually loaded and worth well above $200M MC"
X Link 2024-04-27T17:12Z [---] followers, [---] engagements
"The $agen ASCO readout is going to show continued efficacy unseen before in the treatment of late stage CRC MRD readouts are bright green lights in every patient taking the drug. And we didn't even hit a full course of treatment in the first NEST trial"
X Link 2024-04-27T17:15Z [---] followers, [---] engagements
"As for a crazy prediction. Haven't seen anyone say it yet but I'm gonna speculate the King of England has CRC and is getting BOT/BAL this could be a really good piece of news for $agen"
X Link 2024-04-27T17:16Z [---] followers, [---] engagements
"y r u trying so hard :( it's not fun for ppl who don't wanna try so hard Why /acc is important: Those who make the rules here want to literally disallow competitive high level play and home runs. And its not just field games its everywhere. They want Canada to just aim for bronze. We reject this sentiment know better and reach higher Why /acc is important: Those who make the rules here want to literally disallow competitive high level play and home runs. And its not just field games its everywhere. They want Canada to just aim for bronze. We reject this sentiment know better and reach higher"
X Link 2024-05-06T15:19Z [---] followers, [--] engagements
"@MattyFatStaxs I can't touch $DNA & $RXRX 🙅♂ But they're not the first company to be trigger happy on the spend button but it's not a great look when ppl are asking "revenue wen" $dna on the chopping block"
X Link 2024-05-16T17:35Z [---] followers, [---] engagements
"@nope_its_lily they have been doing this. but the municipalities are just going suck up the money and spend it elsewhere. the fed announced a new funding program for infrastructure and improved access to longer mortgages specifically for new builds and the city raised new build tax"
X Link 2024-05-23T15:13Z [---] followers, [--] engagements
"$AGEN bump again today on tough to treat mets in CRC. wondering if things are priced in they aren't. many big catalysts coming - ASCO prezo -meeting w FDA in July will determine if they can get accelerated approval (biggy) -NEST2 (ph2) datalaterthisyr after the FDA meeting"
X Link 2024-05-24T20:35Z [---] followers, [---] engagements
"one of the strongest competitors I've seen for $AGEN bot/bal in CRC is the PD1 from GSK Jemperli. although good readouts it's only a pd1 (lacks MoA to turn cold tumors hot) and so far the clin data came from naive pt not heavily pre-treated like bot/bal"
X Link 2024-05-24T20:38Z [---] followers, [---] engagements
"@moanaris @sporadicalia Sees a legion of pikemen Suggests cavalry to attack"
X Link 2024-05-29T20:56Z [---] followers, [----] engagements
"@0korkle0 @moanaris @sporadicalia sorry but this is copium. acting like they cant swing their pikes around and cover their flank or rear. or that there is a lonely pikeman squad traversing a great plain all alone. they will have support it's an anti cav unit"
X Link 2024-05-29T21:19Z [---] followers, [----] engagements
"@AdultingIsEasy Go all in on good stocks. Diversification slows you down (If you actually know what you're doing)"
X Link 2024-05-30T17:33Z [---] followers, [--] engagements
"@GeneInvesting The anti drug antibody response. It's one of the big reasons why Roctavian is a complete flop and one that I would watch closely w NTLA"
X Link 2024-06-02T16:59Z [---] followers, [--] engagements
"@GeneInvesting Thinking is a bad way to predict the results of a hypothesis. It's not a safety issue necessarily (tho it could be) it's a I can only take a tx with this vector once in my life kind of issue. Longevity of ntla2002 also needs determining"
X Link 2024-06-02T17:10Z [----] followers, [--] engagements
"@mcuban So ur solution to businesses being unable to afford new minimum wage is for them to be more like you and just be richer. U should live stream and call businesses "brokies" it'll fix things"
X Link 2024-06-05T05:18Z [---] followers, [--] engagements
"I'm usually glued to biotech and stay in my lane but @MartinShkreli is really making me think that $GME goes on a bull run given how sure he is it's absolutely not going to RK is betting ppl short this stock. He is massively long and driving populism to do the same "
X Link 2024-06-06T05:01Z [---] followers, [---] engagements
"If it's a battle of capital between wall St being short and retail being long we actually saw how this goes down. Retail drove $GME to over $400 and the entire market was shook and Robinhood had to break the law to deal w it"
X Link 2024-06-06T05:03Z [---] followers, [---] engagements
"Are we betting that Robinhood pulls that stunt again Short positions are increasing rapidly here bc everyone is looking at RK like a $200m sucker But it just looks like bait to me Don't look at this stock on fundamentals"
X Link 2024-06-06T05:04Z [---] followers, [---] engagements
"$GME bull run doesn't exist on earth. Stop using fundamental analysis to call it. This is the planet of the apes. Retail has shown it can drive this stock to the moon before. It can absolutely happen again"
X Link 2024-06-06T05:06Z [---] followers, [---] engagements
"I leave #BIO24 the unequivocal champion of Fujifilm endless runner video game They said it couldn't be done. But the devs saw me do it in real time: 1.3M Anything is possible"
X Link 2024-06-07T03:28Z [---] followers, [--] engagements
"why spend that premium on a later stage asset in the hottest market in pharma to get beat by some new asset in [--] yrs especially since you're going to spend all this money and have to sit and hear how it's not making you a penny yet for 2yrs"
X Link 2024-06-11T14:51Z [---] followers, [--] engagements
"consider how much flack $PFE is catching for the Seagen deal. and yall want them to spend another $15B on basically a single ph2 asset"
X Link 2024-06-11T14:52Z [---] followers, [---] engagements
"$PFE 👏 isn't 👏 buying 👏 $VKTX 👏 After M&A stretch Pfizer CEO says company needs 'breathing period' from large deals https://t.co/SCLHo4FaT7 After M&A stretch Pfizer CEO says company needs 'breathing period' from large deals https://t.co/SCLHo4FaT7"
X Link 2024-06-11T22:57Z [---] followers, [----] engagements
"@Biotech2k1 Crowding means that there can only be a few winners. I'm not a CAR T perma bull but if you look at clinical efficacy they are actually crushing it. Some long term safety concerns as well. But carvykti doing well. Abecma $Grcl got bought for $1B as a ph1 asset by $Azn bc efficacy"
X Link 2024-06-24T12:46Z [---] followers, [--] engagements
"$AGEN doing AGEN things. Crushing MSS CRC. The NEST2 cohort got up to [--] extra doses of their PD1 mAb BAL. In the NEST-2 cohort 78% (7/9) of MSS patients achieved pathologic responses of at least 50% tumor regression with 56% (5/9) reaching complete pathologic responses"
X Link 2024-06-28T18:48Z [---] followers, [----] engagements
"@Jonny_fun_guy I want to look again at the safety profile but I remember them giving Jemeprli for 6mths against MSI-H. Even in NEST2 they were only on a PD1 for a mth and a half. I know $IBRX crowd tryna latch onto lung by turning cold tumors hot w anktiva. After CRC might be good to see"
X Link 2024-06-29T01:44Z [---] followers, [---] engagements
"@Jonny_fun_guy For sure I'm banking on the CRC nod. But the MoA of turning cold tumors hot thru FcGRIIIA interactions could extend to other cancers as well in the long run. They clearly think so w their basket trials and I'd rather they stay focused but I can't help but consider other apps"
X Link 2024-06-29T16:57Z [---] followers, [--] engagements
"i came onto X bc i was tired of doom scrolling on insta/ other social medias. i found like [----] other biotech/ medical/ finance people on here and was happy. then the platform began absolutely bombarding my feed with political content and basically shadow banning my follows"
X Link 2024-08-05T19:31Z [---] followers, [--] engagements
"gonna be smashing the block button on this platform till i have my head firmly back in the biotech/ finance news sand i desire. i'm not even american. leave ur election out of my feed dude i just wanna see medical memes and talk about new drugs/ technologies and not doom scroll"
X Link 2024-08-05T19:33Z [---] followers, [--] engagements
"recently been looking at $huma a lot. decided to buy puts last week. this week CEO and her husband can't stop selling"
X Link 2024-08-30T13:58Z [---] followers, [---] engagements
"@Biotech2k1 The platform is supposed to use cell based screening data to test molecules in a million settings. They did in fact test their lead compound using their approach. Unless ur saying they didn't test it at all and in fact bypassed the entire premise of their company"
X Link 2024-09-03T18:12Z [---] followers, [---] engagements
"@MaxxChatsko massive short opportunity.co has zero assets and no readouts till [----] and is valued over $12B and for a vaccine business"
X Link 2024-09-05T17:51Z [---] followers, [---] engagements
"@GeneInvesting @ZinselmeyerB @Scooter0732 @Jonny_fun_guy @HCWCO @Jefferies HAE has a great option that was recently approved and has a very very long patent life ahead. Takzhyro by Takeda has very comparable numbers to NTLA2002. I get annoyed when people completely over pump a stock that might double in 5yrs (after halving in about a yr)"
X Link 2024-09-10T16:04Z [----] followers, [----] engagements
"@GeneInvesting idek y u brought SGMO into this particular convo. this was about HAE nothing SGMO has anything to do with. Fact [--] u report is correct. 87% reduction in HAE attacks in pts. here's another fun fact: NTLA2002 reduces HAE attacks by 91%. in fact pretty similar"
X Link 2024-09-10T18:31Z [----] followers, [---] engagements
"@GeneInvesting another fact: NTLA2002 would definitely be priced higher than Tak. probably millions. more facts: long term safety data has yet to be reported. effects on fertility ADA response immunogenicity these are why Roctavian (a gene therapy u never talk abt) is an absolute BUST"
X Link 2024-09-10T18:33Z [----] followers, [--] engagements
"@GeneInvesting a lot of the investment community is very bearish on the entire market segment given these challenges. even CRSP itself has had challenges in its launch for SCD. hard to get patients harder still to get reimbursement. dont get mad at me u bet ur money on a depressed market"
X Link 2024-09-10T18:35Z [---] followers, [--] engagements
"@GeneInvesting ig we disagree on this pt u think all antibodies have no commonalities u think small molecules aren't generallizable u think ADCs have no similarities oh no just the gene therapies ur interested in. they are all snowflakes and very special"
X Link 2024-09-10T21:31Z [---] followers, [--] engagements
"@Jonny_fun_guy no no no. every gene therapy is a snowflake unto themselves. no similarities. $NTLA alone to the moon"
X Link 2024-09-10T21:35Z [---] followers, [---] engagements
"@twmays1974 @CathieDWood @ARK_Funds i think she wanted it to plummet. it was her 'strategy'"
X Link 2024-09-18T14:34Z [---] followers, [--] engagements
"@8888TLD @Colecalciferol1 yeah the former swiss bank CEO "needing the money" to finance debt obligations is a reasonable explanation for the CEOs spouse/ board member only selling and not buying any shares all year long since BLA filing"
X Link 2024-09-24T17:06Z [---] followers, [--] engagements
"@MammaH8r oh ok no worries im sure it's all gonna be fine. just those two studies were deliberately manipulated for clinical interpretation. well and the pre-clin data that no one else can reproduce. this one's fine. company's clean"
X Link 2024-09-27T00:06Z [---] followers, [--] engagements
"@MammaH8r No ppl like u scare me too much to think the stock will act rationally I figured it would fail during my toilet reading. QED"
X Link 2024-09-27T03:45Z [---] followers, [--] engagements
"@DueDoctor @julesyoo @a16z Pretty sure they tried that exact business model a few yrs ago and this is what happened"
X Link 2024-09-28T21:12Z [---] followers, [---] engagements
"@anyones2cents @Nace4aKing can u not read i just told u i find it super wrong that u ppl are pumping something that harms ppl. integrity might look foreign when ur amoral but this is what it means to stand by ur beliefs. i do it incase ppl look at "$sava" here so they can see truth being spoken"
X Link 2024-09-30T18:55Z [---] followers, [--] engagements
"I've hacked the mainframe @anthonystaj @US_FDA @SECGov Nope not going to block you wrong again @anthonystaj @US_FDA @SECGov Nope not going to block you wrong again"
X Link 2024-10-02T22:55Z [---] followers, [---] engagements
"@tiffinyfawcett Ur literally a self described short squeeze chaser and u have no idea how to interpret clinical data. This company is a fraud. They manipulated ph2 clinical trial data by removing 40%+ of pts twice. The ph3 doesn't even have an approved SAP. pathetic"
X Link 2024-10-10T17:39Z [---] followers, [--] engagements
"@AnExpertOne1 You mean the n=16 study that has almost no inclusion/ exclusion criteria Also 1yr is not long term"
X Link 2024-10-16T07:29Z [---] followers, [--] engagements
"$huma holders are funny Market is on point if a propaganda article gets published and it pamps 15% Market is rigged if they get a bad letter from FDA inspectors dumping it 15%"
X Link 2024-10-17T21:14Z [---] followers, [---] engagements
"@urbstonaitis Will look at that. FDA still makes the final call on civs Wartime injuries are a few thousand over many yrs thru Iraq/ Afghanistan as per the VAVIS study which showed 90% patency [--] yrs later in those pts that got SVG which is definitely better"
X Link 2024-10-18T17:04Z [----] followers, [---] engagements
"$ntla been saying it for a while. Takzhyro is a good mAb and given gene tx AEs that keep popping up mkt is skeptical of upside ph2 looks worse than ph1 data for NTLA-2002. mkt slamming it makes sense"
X Link 2024-10-24T14:01Z [----] followers, [---] engagements
"wow this is really a bad look for $ntla [----] reducing kallikrein but some pts still had attacks. circulating lvls must be affecting pts. more reasons for mAbs"
X Link 2024-10-24T14:06Z [----] followers, [---] engagements
"@_OliverVenture I would call it a therapy. Other therapies have shown similar disease free states like CAR Ts in MM. Would not use the term cure. If [----] pts are attack free 5yrs on I might be inclined to agree"
X Link 2024-10-24T16:08Z [----] followers, [--] engagements
"@ApxxWorld @adamfeuerstein we usually look at clinical outcomes when assessing efficacy not # of treatments. ur talking abt convenience which $ntla obviously is better on ntla2002 might have long term AEs. we dont know yet. would love to see the ADA data too that killed roctavian"
X Link 2024-10-24T18:07Z [----] followers, [---] engagements
"@ApxxWorld @adamfeuerstein yeah that's how the FDA and patients look at it too. take the worse drug. look it's more convenient but the efficacy is lower. that's fact. if a pt fails on tak and wants to go to NTLA2002 that's one thing but front line would still be Tak based on this readout limiting uptake"
X Link 2024-10-24T18:27Z [----] followers, [--] engagements
"lot of $ntla cope today"
X Link 2024-10-24T18:34Z [----] followers, [---] engagements
"$ntla ppl cure is a very special word for very special treatments that remove disease for a long time. 8mths isn't it. [--] yrs isn't it. in myeloma we see 3yrs PFS (no disease) in CAR-T pts and we don't call that a cure. just stop. if it holds for 5yrs maybe i'll agree $ntla [--] of [--] subjects in 50mg (=phase 3) dose have been attack free (median [--] months) suggesting NTLA-2002 could be lifetime cure for most HAR patients. Substantial best-in-target 86% PKK knockdown. $ions No liver enzyme issues. $ntla [--] of [--] subjects in 50mg (=phase 3) dose have been attack free (median [--] months) suggesting"
X Link 2024-10-24T18:51Z [----] followers, [---] engagements
"Bruh this is such a grift on bio noobs Why can't the ftc stop this from happening instead of preserving the accessible luxury good market 😂😂😂😂😂😂😂😂 😂😂😂😂😂😂😂😂"
X Link 2024-10-26T23:36Z [----] followers, [----] engagements
"$huma ppl mad abt "the market" when we can look at all the absolute winners in the past mth that go nuts on good data $TARS good earnings $SMMT beat keytruda $SGMO AA pathway open. it's not the market's fault the $huma clinical data is super mid"
X Link 2024-10-31T17:39Z [---] followers, [----] engagements
"It's a simple xpmt.run the test against the history of the league. Doesn't happen often. Happened w the 49ers D that (should have) took them to the super bowl in [----]. Only happens w good teams Coincidence massive cope EQ Playing the lions is demoralizing just look at the cowboys and Vikings"
X Link 2024-11-02T04:36Z [---] followers, [---] engagements
"$xlo 1/8 hits on MSS CRC. Roche still paid for the ph2 and i'm interested in how that will look but i gotta say i'm not impressed with this readout"
X Link 2024-11-07T15:13Z [---] followers, [---] engagements
"$azn $aclx genuinely confused why AZN is only showing off a poster (no oral) at #ASH24 for their Ferrari CAR-T AZD0120 formerly GC012F. literally [--] ICANS [--] CRS g2 and above in the abstract and for those who forgot this thing had 100% ORR and 96% stringent CR last yr. got bought 2weeks later by AZN. this could tank ArcellX and shoot AZN up since it'll be best in class"
X Link 2024-11-12T17:59Z [---] followers, [---] engagements
"@BertrandBio do you think it competes and lives up to the hype when $azn drops their new CAR-T AZD0120"
X Link 2024-11-12T18:00Z [---] followers, [--] engagements
"$huma could have raised next wk after sharing the long term trauma data for the first time at the VEITH conference chose instead to raise now. before the data drop. knowing what that data looks like. they just raised last mth too. this timing has very little to do w FDA imo In the biotech world you raise when you can. Nobody invests $45 million in front of a binary fail. My guess is whoever is short is trying to get smaller and is using this weakness to do so. $HUMA In the biotech world you raise when you can. Nobody invests $45 million in front of a binary fail. My guess is whoever is short"
X Link 2024-11-14T17:01Z [---] followers, [---] engagements
"@bradloncar investor of keytruda actually a good word choice"
X Link 2024-11-14T19:19Z [---] followers, [---] engagements
"honestly super cool. i lived in rural ontario and was put on a 3yr waitlist for starlink until i told them i lived in the middle of georgian bay and the system opened a slot for me it was a game changer for me and this brings those communities to the 21st century. not having decent internet speed means you really can't engage with the internet as easily. so much content actually requires high-speed (30mbps+) internet connection these days. zoom for work class watching video tutorials educating yourself.there's so much opportunity that's lost to those communities when they have hurdles"
X Link 2024-11-14T22:43Z [---] followers, [---] engagements
"happy monday the #lions are the best team in the league and it's not close super bowl bound"
X Link 2024-11-18T15:13Z [---] followers, [--] engagements
"yeah well $huma hasn't shared long term patency for trauma only dialysis. but ATEV is ATEV. if it's degrading in dialysis i'm sure it's degrading in trauma. we do have long term SOC data for trauma from the Iraq and Afghanistan conflicts thru the VAVIS database which huma themselves have included in their slides previously (so I know they have that data). their slides really changed and got a lot more opaque after their failed v006 CT in dialysis. imo they are deliberately opaque"
X Link 2024-11-20T17:00Z [---] followers, [---] engagements
"also just ignore the fact that they decided to not give long term data (again). we know the patency at 2yrs will be a lot worse since it was for v006"
X Link 2024-11-24T16:45Z [---] followers, [---] engagements
"I think they are materially very different- Sava was a deliberate fraud and Huma was an honest attempt but just doesn't cut it. The PT is that a late clin stage asset can absolutely tank on a binary. In this case FDA approval. Tbh I think it tanks even if approved bc the label will be very restrictive and they won't sell many ATEVs Biotech is very complicated and very risky"
X Link 2024-11-26T13:12Z [---] followers, [---] engagements
"$huma could also be big money players buying calls as collateral for massive short positions with great leverage. $HUMA #1800 DEC $7.5 Calls bought on the Ask - someone thinks an approval (if one comes soon) could take it that high I suppose it would depend on the Label. This stock does trade a lot of calls though. $HUMA #1800 DEC $7.5 Calls bought on the Ask - someone thinks an approval (if one comes soon) could take it that high I suppose it would depend on the Label. This stock does trade a lot of calls though"
X Link 2024-11-29T18:32Z [---] followers, [----] engagements
"@MrDarkghost U literally have no idea what ur doing. U should stop investing in biotech fr. U don't know a thing abt clinical trial analysis Even if it was approved and it went up it won't squeeze. Not everything is GME"
X Link 2024-11-30T21:26Z [---] followers, [--] engagements
"$huma tomorrow prediction: Laura says approval is imminent again but also that they haven't heard anything from FDA since August (How can u know it's imminent if they haven't told u anything) (Remember when $agen said that Abt their PD1 mAb and got rejected and Keytruda got the early approval bc the FDA doesn't take advice from companies and in fact acts spitefully against those who put words in their mouth)"
X Link 2024-12-05T03:43Z [---] followers, [----] engagements
"$huma is this the setup for the short $sava had this 20% rally the day before the data release. be careful yall huge numbers of puts picked up at the $2.5 strike price this wk. calls too but are they getting leverage for short positions"
X Link 2024-12-06T19:03Z [---] followers, [----] engagements
"#ash24 the FDA has noted that MRD readouts that rely on ClonoSEQ have higher attrition rates like in the Carvykti BLA. EasyM is a CAP/CLIA certified non-invasive and highly robust assay with 1% failure rate over several clinical trial analyses is it time for other methods"
X Link 2024-12-07T18:09Z [---] followers, [---] engagements
"$huma Artegraft from the label no cases of rejection"
X Link 2024-12-09T16:30Z [---] followers, [---] engagements
"$huma highly comparable to AVG. and somehow a head to head comparison was possible in this study patency rates are not from a set time point and vary across the cohort but this is what an actual clinical trial looks like. historical benchmarks are the absolute bottom of the barrel control arm especially a highly heterogeneous population like this. FDA will not take kindly to historical benchmark control arm when a competitor product didn't and has recent (2019 retrospective) data available"
X Link 2024-12-09T16:36Z [---] followers, [---] engagements
"Well the only thing the CEO said they wanted wrt to post marketing was more data. They said mfg is not the issue. I don't work at FDA but I think this is a tough approval decision. There's no head to head ph1/2/3 and their comparator is a historical benchmark that excludes best SOC. Historical comparison against that SOC suggests ATEV is worse and just as accessible (off-the-shelf) Idk how FDA approves it"
X Link 2024-12-09T18:12Z [---] followers, [---] engagements
"@Banana_Oncology Greedy big pharma. Constantly bringing new life savings drugs to market bc they have to deal w patents expiring Nothing like good guy middle men"
X Link 2024-12-10T04:52Z [---] followers, [---] engagements
"$huma yup SHORT $HUMA (1/n) 1) Not the most knowledgeable about clinical trials and their results + lots of research done on this so I'm going to skip this 2) Business red flags - high insider selling around original FDA commencement date from CFO and CEO suggests lack of confidence SHORT $HUMA (1/n) 1) Not the most knowledgeable about clinical trials and their results + lots of research done on this so I'm going to skip this 2) Business red flags - high insider selling around original FDA commencement date from CFO and CEO suggests lack of confidence"
X Link 2024-12-16T04:00Z [---] followers, [----] engagements
"@JNM040812 This is literally original work 😂😂😂 idk y u come on here on ur lil alt just to shit talk ppl. Have fun ig. Hope ur not long this one"
X Link 2024-12-17T01:34Z [---] followers, [--] engagements
"that's my head coach #Lions HC Dan Campbell was FIRED up this morning on @costaandjansen addressing their injuries how theyll overcome them and even dropping two F-bombs while at it. This is a must-watch. 🔥🔥 https://t.co/Qv6mMfJTvD #Lions HC Dan Campbell was FIRED up this morning on @costaandjansen addressing their injuries how theyll overcome them and even dropping two F-bombs while at it. This is a must-watch. 🔥🔥 https://t.co/Qv6mMfJTvD"
X Link 2024-12-17T17:21Z [---] followers, [---] engagements
"$huma write up is out my first big write up- don't go easy on me. I expect all the perma-bulls to block me if they haven't already. The Last Humacyte Analysis You Need To Read https://open.substack.com/pub/anthonystaj/p/the-last-humacyte-analysis-you-needr=1fckcd&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/anthonystaj/p/the-last-humacyte-analysis-you-needr=1fckcd&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2024-12-17T22:23Z [---] followers, [----] engagements
"$huma yup Attached to the $HUMA JAMA surgery article is invited commentary from vascular surgeons at Yale that are saying in a more formal measured way the same concerns bears have been saying. Its only one page so shouldn't be too hard to read. It's copied below and I highlighted some https://t.co/ozacdS3eLz Attached to the $HUMA JAMA surgery article is invited commentary from vascular surgeons at Yale that are saying in a more formal measured way the same concerns bears have been saying. Its only one page so shouldn't be too hard to read. It's copied below and I highlighted some"
X Link 2024-12-17T23:42Z [---] followers, [----] engagements
"WE COULD SIGN CALAIS CAMPBELL CC w MCDC #OnePride Class Act: The #Dolphins may potentially release Calais Campbell if they are eliminated from the playoffs to let him sign with a contender per @flasportsbuzz The future Hall of Famer wants a chance at a ring. https://t.co/P9AAwPIPGP Class Act: The #Dolphins may potentially release Calais Campbell if they are eliminated from the playoffs to let him sign with a contender per @flasportsbuzz The future Hall of Famer wants a chance at a ring. https://t.co/P9AAwPIPGP"
X Link 2024-12-19T03:00Z [---] followers, [---] engagements
"$mrk $vktx what's $100M to drive a hard bizargain Took way more than that off vktx MC. They don't have to keep developing the new asset"
X Link 2024-12-19T03:49Z [---] followers, [---] engagements
"People literally ask this every single week It's just another week for us okay. Ben drew this up after Jared tripped and won against the Packers. It's just another week #OnePride Why would you waste this look on the Bears up by [--] Why would you waste this look on the Bears up by 13"
X Link 2024-12-23T05:57Z [---] followers, [---] engagements
"@jzulgad Dude Ben drew this up after Jared tripped and we beat the Packers. It's just another week for us. We have dozens of trick plays. It's really not a big deal"
X Link 2024-12-23T06:00Z [---] followers, [----] engagements
"Do you think they get an approval in dialysis with two failed ph3s Genuinely curious Besides trauma what is the next big indication they can leverage an unmet medical need against I honestly see the most promise in the pancreas as an insulin delivery tech but it's super early"
X Link 2024-12-23T22:06Z [---] followers, [---] engagements
"$sgmo The only gene therapy co in town that did anything this yr King $SGMO from brink of bankruptcy to +357% YTD "Gene Editing" comparator isn't entirely accurate but outperformance is similar vs. AAV basket Likely a couple C>x names will be multi-baggers in [----] - who's next year's $SGMO https://t.co/xk6wZhcS32 King $SGMO from brink of bankruptcy to +357% YTD "Gene Editing" comparator isn't entirely accurate but outperformance is similar vs. AAV basket Likely a couple C>x names will be multi-baggers in [----] - who's next year's $SGMO https://t.co/xk6wZhcS32"
X Link 2024-12-28T20:04Z [---] followers, [----] engagements
"CAR-T PFS triplet (dara-Rd/RVd/KRd) or quad (Dara-KRd/D-RVd) regimen in 1L from what I've seen. Carvykti also skewed their PFS readout by including pts with 1-3L in their ph3 not 3L+ like ide-cel and anito-cel. i'm not saying it's not a great therapy it is but PFS is not as competitive for early lines and the long term AEs outweigh the benefit of fewer infusions in a younger pt population that can live another 15yrs. outside of clinical research centers i dont think you see wide adoption in 1L or 2L MM i think we will both find the TRIUMpH study interesting. should answer our questions"
X Link 2025-01-06T15:30Z [---] followers, [---] engagements
"$huma if you picked this one up early when it was lower and you're up now good for you. I really have no axe to grind with bulls i'm just here to talk about cool tech and clinical outcomes. yall can do ur fancy graphing on the charts but if you ignore the clinical fundamentals"
X Link 2025-01-06T19:42Z [---] followers, [---] engagements
"@ilzizzo if you're in the mood . longer write up i release pre-approval. i stand by all of it but obviously i called the approval wrong. https://anthonystaj.substack.com/ https://anthonystaj.substack.com/"
X Link 2025-01-06T21:56Z [---] followers, [--] engagements
"@RevShark You do realize they did not meet both co primary endpoints at 12m right. V007 failed to show superiority"
X Link 2025-01-07T03:25Z [---] followers, [--] engagements
"@BioWino im out for now. i think they get a DoD deal announced before that earning call and i'll likely jump back in on that spike"
X Link 2025-01-07T15:37Z [---] followers, [--] engagements
"$qsi the protein sequencing company that can't sequence proteins dropping back down bigly $1M in rev [----] and $500M+ MC this box is not better than a high res mass spec. not even better than a MALDI. very limited market very limited potential"
X Link 2025-01-08T14:24Z [---] followers, [----] engagements
"@BiotechObserver @Prof_Oak_ Is there a clear rationale for IgMs other than the natural immune response trying to clear everything out with low affinity/ high valency binders until high affinity IgGs are endogenously produced thru somatic hyper mutation"
X Link 2025-01-09T20:31Z [---] followers, [--] engagements
"i feel like $mdgl is this years $cytk going into #JPM25"
X Link 2025-01-11T22:29Z [---] followers, [---] engagements
"My point is that [--]. $NTLA will in fact have low margins bc of tranche payments And [--]. We don't know how long the drug works for and thus you can't assume it confers some life long benefit We have a few yrs of efficacy and cheaper alternatives on the market You read my last tweet about patent and sling together two things to argue against my opinion.Tell me us how is it bad for $NTLa if payers/insurance co decide to pay Intellia in tranchesAre you telling banks will throw away tranches as not being valid creditsWhats your point You read my last tweet about patent and sling together two things"
X Link 2025-01-12T16:20Z [---] followers, [----] engagements
"@moveablemass @theraleighwill @Shaz_If lol being from Canada yeah i know who they are. im sure they pissed somebody off but curing cancer would not lead to the inventors getting murdered. lots of new drugs show better efficacy than older ones and tank some big pharmas sales"
X Link 2025-01-12T16:49Z [---] followers, [--] engagements
"Monty's back too. Y'all gon get blown up at the line #OnePride A quick scouting report for Lions vs. Commanders by the advanced metrics. https://t.co/6w2ju3MVzY A quick scouting report for Lions vs. Commanders by the advanced metrics. https://t.co/6w2ju3MVzY"
X Link 2025-01-13T20:26Z [---] followers, [---] engagements
"$qsi whoda thunk. great short $qsi the protein sequencing company that can't sequence proteins dropping back down bigly $1M in rev [----] and $500M+ MC this box is not better than a high res mass spec. not even better than a MALDI. very limited market very limited potential $qsi the protein sequencing company that can't sequence proteins dropping back down bigly $1M in rev [----] and $500M+ MC this box is not better than a high res mass spec. not even better than a MALDI. very limited market very limited potential"
X Link 2025-01-13T20:41Z [---] followers, [----] engagements
"No. Don't change what works. Monty is the hammer and the change of pace is Gibbs. You don't get explosive runs outside if they don't focus on the middle. Keep this backfield split and keep winning games #OnePride I'm surprised at people who want a true split backfield with Montgomery back. He's important & should have a role but Gibbs has taken over Explosive runs (20+ yards) -Gibbs [--] -Montgomery [--] Yards per carry -Gibbs [---] -Montgomery [---] We're in the end game. Feed Gibbs #OnePride https://t.co/xWCHDhSPVy I'm surprised at people who want a true split backfield with Montgomery back. He's"
X Link 2025-01-15T16:44Z [---] followers, [---] engagements
"to be clear i'm not in the states but i see your point. i agree with you it isn't right but seeing Sandoz (Novartis) participating (perhaps out of spite) makes me think that more and more will do it. at the end of the day the graph above tells the story. How can Amgen justify not partnering with a payer system when they are still at 2% market penetration again I don't think it's right i think the FTC should stop breaking up luxury handbag company mergers or rare disease biotech acquisitions and start going after PBMs especially now with this move towards the mother of all anti-trust cases"
X Link 2025-01-16T15:53Z [---] followers, [---] engagements
"@VPrasadMDMPH @SuyogCancer @USFDA It's not like this is an area that doesn't have lots of development either so they aren't incentivizing new players to enter CRC with this approval. There's lots of new drugs in this space"
X Link 2025-01-17T05:21Z [---] followers, [--] engagements
"@DB60312676 im not even insulting you im telling you the truth😂you really cant discern the indication written on the label from off-label. that's really dangerous man. anyone who says you are investing wisely is just humoring you"
X Link 2025-01-18T20:25Z [---] followers, [--] engagements
"So many lions fans showing great weakness We lost. We'll be back. Be a good fan. Support your team. Anyone who "has their spirit broken" or who's saying we should move on from Goff probs wasn't even cheering for this team 3yrs ago. So who cares what they think #OnePride"
X Link 2025-01-20T15:19Z [---] followers, [---] engagements
"starting to get more bullish on the whole Dx sector. usually passed over but my spidey senses are just tingling over the new administration being into "preventative" measures and this pelosi play on $tem. i think tempus is very very overvalued at this pt but there are others"
X Link 2025-01-23T20:20Z [---] followers, [---] engagements
"@KurtBenkert Hire big men on ur DL to counter the tush push. NFL evolves goes thru trends. Fast LBs to deal w mobile QBs. Tall lengthy CBs to deal w big X WRs.you build counters to the top teams to win it all. Let's see how tush push works against KC"
X Link 2025-01-27T05:09Z [---] followers, [----] engagements
"if Canadian gov decides to print money again like for covid i think the best trade you can make this year will be to just put all your savings into USD. this will absolutely cripple the country and moon inflation. much harder than the tariffs. how low can the CAD go 50cents 40cents to one USD"
X Link 2025-01-29T16:03Z [---] followers, [---] engagements
"$crdl (NP) is a good short candidate but similar to $galt in that it's already such a low MC it's hard for it to go down anymore but basically they're testing CBD for myocarditis pre-clin data looked not great on its own MOA has been tested and failed already in clinic clin results will likely repeat previous failures topline out this quarter assuming no punt"
X Link 2025-02-21T18:32Z [---] followers, [---] engagements
"what happened to $blue is exactly what's going to happen to $huma 5-10yrs too early tech for bluebird exact same situation for huma tech is just not there yet. there actually exists better grafts today and they are going to destroy humacyte's clinical readouts"
X Link 2025-02-21T18:49Z [---] followers, [---] engagements
"$prax there wasn't a leak last week the data just looked sus MOA had been tried before and failed w Jazz had to do a post-hoc analysis on ph2 to justify ph3 the ph3 primary endpoint has been updated and the bar lowered despite FDA saying they like the original endpoint more and this chart where "writing" improved but "handwriting" and spirals didn't. also eating with a spoon and speaking should be red colored"
X Link 2025-02-28T14:32Z [----] followers, [---] engagements
"The comp here is $spry which was in this exact scenario last yr. Since they also just went thru a regulatory hiccup the probability of $aqst having issues is low since they pre emptively addressed similar issues. A clear recent generic precedent has been set for this indication. Even if it looks like a "show me" co after approval still is worth 2-5x what it is now before sales Strong possibility it hits $1B at peak valuing it much much higher than where it is now Personally I'm very willing to sit and ride for years on this one"
X Link 2025-03-07T23:27Z [---] followers, [---] engagements
"@Andre_AGTC surprised you could even get options. when i checked there was literally zero liquidity"
X Link 2025-03-10T14:45Z [---] followers, [--] engagements
"@leadlagreport No. Rich people will just buy them"
X Link 2025-03-11T03:20Z [---] followers, [---] engagements
"@sidneyvanness @Austen Lol that's a hiking pole and he's claiming it's a cane 😂"
X Link 2025-03-12T22:18Z [---] followers, [---] engagements
"Anybody arguing that $aqst will have trouble getting approval for anaphylm is working for $spry until proven otherwise I think we can have a debate about sales numbers/ expectations but to doubt whether it gets approved just shows you're either biased or ignorant Matter of time Higher PD Values Part [--] of a 4-Part Deep Dive Into the $AQST Data (Corrected version 2.0) My only concern about Anaphylm facing review at the FDA is that some of the data looks different than epinephrine injections. That difference will prompt some to pause. For example Anaphylm Higher PD Values Part [--] of a 4-Part Deep"
X Link 2025-03-18T17:30Z [---] followers, [---] engagements
"@AndrewPete88284 @RefinedTrader1 @BIOTECHSCANNER @AscendingBio Guess you're in the aqst cult too Andrew We literally have the same view re approval and sales"
X Link 2025-03-19T13:25Z [---] followers, [---] engagements
"that's fair it was a bit of a joke but i dont really see how there's a credible argument for anaphylm not getting approved. you're either ignorant or biased if you think that. which is fine. but i dont think its cultish at all to call an approval before it happens on a generic drug lol B/O is the purest copium anyone can huff when investing in a co esp biotechs. and if you're actually invested in the asset you wouldn't want a B/O because it takes money off the top of your investment I think anaphylm just has a better value prop and that will translate to sales and market share. I say that as"
X Link 2025-03-19T15:09Z [---] followers, [--] engagements
"@daphnezohar @Grubhub I've seen markup be literally 30% lol thought it was high on a Dash pickup order cancelled went in person and it was much cheaper"
X Link 2025-03-23T23:20Z [---] followers, [---] engagements
"@masonnwarnerr @codyschneiderxx Yes it does Cody always reccs taking that quant and finding qual faster. Out of [---] [--] top performers will show up"
X Link 2025-03-24T01:43Z [---] followers, [--] engagements
"How do we filter out these god awful cryptos from the search for bios Can we just ban these pump and dump botnets $aura"
X Link 2025-03-27T19:13Z [---] followers, [---] engagements
"$pcvx dont forget ya boy just got that nose analyst says buy. i say "look again" @MaxxChatsko massive short opportunity.co has zero assets and no readouts till [----] and is valued over $12B and for a vaccine business @MaxxChatsko massive short opportunity.co has zero assets and no readouts till [----] and is valued over $12B and for a vaccine business"
X Link 2025-03-31T14:44Z [---] followers, [---] engagements
"@BiotechAnalysst both were bad. the astellas deal being bad was exactly why i thought the BBB-STAC deal would be bad. Merck recently gave a Chinese co $200M up front on a $1.7B deal for a drug they like. a single drug albeit in ph2 (in China) https://www.merck.com/news/merck-enters-exclusive-license-agreement-for-hrs-5346-an-investigational-oral-lipoproteina-inhibitor-for-cardiovascular-disease-from-jiangsu-hengrui-pharmaceuticals-co-ltd/"
X Link 2025-04-04T01:48Z [---] followers, [---] engagements
"risk of tariff to $NVS $NVS says it will invest $23B in US manufacturing over next [--] years which will help it build [--] new plans. Most notably co. claims that w/ new capacity it will be able to "produce 100% of its key medicines end-to-end in the US" $NVS says it will invest $23B in US manufacturing over next [--] years which will help it build [--] new plans. Most notably co. claims that w/ new capacity it will be able to "produce 100% of its key medicines end-to-end in the US""
X Link 2025-04-11T02:43Z [---] followers, [---] engagements
"@biotech_bro Used it a lot for understanding an indications pipeline (past present future). It does some financial forecasting but I would not trust it yet. Just do that part yourself"
X Link 2025-04-11T04:14Z [---] followers, [--] engagements
"@MardanAbliz_GVA But did u see $galt Fruit pectin gonna shoot up bigly"
X Link 2025-04-23T20:25Z [---] followers, [---] engagements
"@bakerbruh Just looks like bad luck to me. This is a 5pt arm. Would not feel good shorting this"
X Link 2025-04-27T19:40Z [---] followers, [---] engagements
"#cdnElection +stock pick Idk why no one is saying the obvious about the Canadian election liberals won because Jagmeet committed NDP seppuku. He intentionally tanked the party because he personally doesn't like the conservative party. He literally admitted he blocked an earlier election because cons were ahead. Aka he undermined the popln to satisfy his own agenda. The NDP were literally begging people in multiple ridings to become a candidate. I know because they emailed friends of mine (and the whole student body) at McGill to run. He was overly aggressive during the debate and tanked"
X Link 2025-04-29T15:52Z [---] followers, [---] engagements
"ppl who are chronically online and don't know how to evaluate a person irl be outing themselves real hard maybe try spending more than 20mins scrolling tweets and cherry picking those that you don't like before trying to predict the future of the FDA breaking news: you can't actually evaluate a person based on tweets. good news: you can go and watch hours and hours of long form content and read hundreds of papers to get a sense of what the new head of CBER thinks"
X Link 2025-05-07T15:13Z [---] followers, [---] engagements
"unlike some of the permabulls on $aqst i can see a real bear case after the last q earnings. this is entirely outside of the science/ clinical aspects of the company. those are rock solid. anaphylm is going to get approved and they are going to have a big asset on their hands. but what we have to acknowledge is that revenues are down. bigly. 30% drop in Q1 YOY. and they now lost the right to sell libervant to the 2-5YO age group. for a company with $58M in revenue FY2024 but now net-EBIDTDA loss of $17M on $8.7M in revenue and $67M in cash left you gotta think the calculus today looks"
X Link 2025-05-14T17:24Z [----] followers, [---] engagements
"hoping for a buyout or partnership is a bad strategy. if the company looks like that's all it has to offer i'd probably get out. partnerships always mitigate upside so it'll depend what they get. best case they do no partnership and no buyout and dont dilute and bring it to market for a yr before trying any of that"
X Link 2025-05-15T03:40Z [---] followers, [--] engagements
"the thing with $aqst is that we have to watch for the dilution. NDA acceptance (or rejection) has to come in the next [--] weeks. they filed the NDA on April 1st 60d clock is ticking. likely get a bump on that day. will they raise same day"
X Link 2025-05-15T17:26Z [----] followers, [---] engagements
"$xlo so the ph2 couldn't capture the LM 1/5 efficacy now no responses in LM. in NLM we got 2cPRs and 1uPR for a 27% ORR we also got some tox data. better than bot/bal. but not sure this efficacy is gonna carry it. probably kill the program"
X Link 2025-05-22T22:23Z [----] followers, [---] engagements
"$aqst NDA news must come by next week"
X Link 2025-05-28T16:12Z [----] followers, [----] engagements
"$nktr 🧵i have joined the longs. it's definitely boom or bust for them. i think it hits stat sig. why do I think that because the EASI 16wk improvements in ph1 are clear. if they just repeat the PBO adjusted results in ph2 they will hit stat sig easily"
X Link 2025-05-28T16:33Z [----] followers, [----] engagements
"@TheBiotechBear the rare "covalent bull". good luck breaking that bond"
X Link 2025-05-29T15:06Z [---] followers, [---] engagements
"@BiotechPicks eh space is heating up. who knows what Merck thinks inside their walls. the two molecules do have slightly different MoAs. could be that high affinity IL2Ra binding from MRK6194 drives too much activity either way we saw activity in AD for rezpeg in the ph1s"
X Link 2025-05-30T04:28Z [----] followers, [---] engagements
"@BiotechPicks Also if you have almost the same MoA and another co is 2yrs ahead of you it's not that weird to drop the program"
X Link 2025-05-30T04:36Z [----] followers, [---] engagements
"$aqst absolutely sprinting into the NDA acceptance"
X Link 2025-06-04T14:27Z [----] followers, [---] engagements
"@jayabacus @A_May_MD how did you get that lockout date figured I might just be too new to the stock but I can't find it mentioned in their Q1 earnings call or the HC wainright prezo"
X Link 2025-06-05T03:41Z [---] followers, [--] engagements
"🧵on atopic derm placebos 🧵 placebo pbo shmamebo. it keeps us all up at night. what is to be done thesis: $nktr will tame the pbo beast in the ph2b readout. i tweeted abt this a couple wks ago. their drug arm lowered EASI a ton in pts but pbo did too. why might that change"
X Link 2025-06-06T19:02Z [----] followers, 10.1K engagements
"for me Xpro is a zero shot and the data the company has shared should not convince you of anything else. why mechanistically we have no compelling reason to believe the drug does anything in alzheimers. although they cite this epidemiological study it is full of holes and can't establish a causal relationship because it's not a randomized controlled trial"
X Link 2025-06-22T23:21Z [----] followers, [----] engagements
"we also have no reason to believe nor any data showing Xpro gets into the brain. and i mean that. xpro is too big to passively diffuse across the BBB and we have no proposed active transportation mechanism from INMB. many will say: "lecanamab and donanemab cross" yes but they do so in minute quantities and they are antibodies. they leverage FcRn mediated transportation across the BBB something xpro can't do because it is not an antibody"
X Link 2025-06-22T23:24Z [----] followers, [----] engagements
"@Anders_Research We just don't have any reason to believe it gets in the brain. They say a small amt gets across but won't prove it and even if it did this pathway has been tried and failed already. I think ur married to ur thesis so ig we'll see soon enough"
X Link 2025-06-23T01:26Z [----] followers, [----] engagements
"$NKTR we ride at dawn If ur using the timing of a PR to make ur choice ur DD needs work"
X Link 2025-06-23T21:35Z [----] followers, [----] engagements
"$nktr 30% pbo adj EASI 25% pbo adj EASI-75 send it"
X Link 2025-06-24T11:38Z [----] followers, [----] engagements
"$nktr bingbing's broker manually exercising all his options rn post RS"
X Link 2025-06-24T12:34Z [----] followers, [----] engagements
"while i appreciate the work you do and i'll admit that you're convincing me more and more to look hard at CRVS i think this is a useful thought experiment when we include the fact that the ph1b from NKTR had a higher resp rate (and so did pbo). it's only really useful to compare pbo adj rates. this was also why i was asking you a few wks ago abt whether the next crvs study has mostly US or ex-US sites since there is arguably a higher pbo resp rate in US sites https://x.com/anthonystaj/status/1931064196596175199 https://x.com/anthonystaj/status/1931064196596175199"
X Link 2025-06-25T11:55Z [----] followers, [---] engagements
"🧵luxury belief. working class people who work during the day usually in very environmentally hazardous lines of work can't get the pre-3pm treatment. they are thus removed from that treatment arm and there is intrinsic bias in the study. Super interesting and now supported by evidence from a randomized trial Blue: each day's chemo-immunotherapy was started and completed before [--] pm Red: each day's therapy was started and completed after [--] pm Those who received treatment early in the day had better survival https://t.co/TJ9IC6RxpV Super interesting and now supported by evidence from a"
X Link 2025-06-29T02:05Z [----] followers, [----] engagements
"there is also no rational explanation for why getting treatment before or after 3pm would work better. they propose the circadian rhythm which is wholly unconvincing because many people have different rhythms that have nothing to do with daylight. think nurses police/ security. people who work night shifts. people who get up at 4am just because"
X Link 2025-06-29T02:06Z [----] followers, [---] engagements
"sum it up: -no MoA for this observation -did not control for SES -did not control for "circadian rhythm" just not a compelling study at all. will not replicate"
X Link 2025-06-29T02:08Z [----] followers, [---] engagements
"u can't hide from what u did bucko ur takes lose people money. u should feel about that and own up to ur mistakes instead of threatening a class action against the company or blaming "hackers" for dropping the slides in the dead of night $INMB Carl Kestens deleted his X account and scrubbed his "The Typ" website all of $INMB posts. $INMB Carl Kestens deleted his X account and scrubbed his "The Typ" website all of $INMB posts"
X Link 2025-06-30T17:55Z [----] followers, [----] engagements
"$atyr dont worry we got an ACE up our sleeve"
X Link 2025-07-05T01:35Z [----] followers, [----] engagements
"Didn't take ya long did it $mreo $rare Short $mreo and $rare ahead of the Setrusumab IA2. Another day we havent seen data I believe were into the 10th week since the cutoff date. Now whilst data timing doesnt inform my short I do feel more comfortable about it. It also wouldnt surprise me that $rare sits on it Short $mreo and $rare ahead of the Setrusumab IA2. Another day we havent seen data I believe were into the 10th week since the cutoff date. Now whilst data timing doesnt inform my short I do feel more comfortable about it. It also wouldnt surprise me that $rare sits on it"
X Link 2025-07-09T20:14Z [----] followers, [----] engagements
"good move for $ABBV clearly making a strong push into the MM space with a bsAb Etantemig and now the tsAb. I think this one's better than JnJs personally mostly on safety grounds but I want to see if t-cell preservation happens in vivo as well as it does in vitro compared to the JnJ molecule"
X Link 2025-07-10T15:02Z [----] followers, [---] engagements
"$capr CRL. nature is healing"
X Link 2025-07-11T12:39Z [----] followers, [----] engagements
"$huma says they sold some to DoD. How many [--] Where is the big contract 😂"
X Link 2025-07-23T13:44Z [----] followers, [---] engagements
"@Buffalo51766917 @AaronRosenblum5 Aaron there's a Cochrane review on over [----] pts literally showing that long term steroids don't do anything for pts. Like Bill says u treat flare ups w OCS. Guidelines literally suggest u don't need steroids for the vast majority of pts Pbo gonna kill it in ph3"
X Link 2025-07-25T13:02Z [----] followers, [---] engagements
"$huma NTAP decision happening friday"
X Link 2025-07-28T15:16Z [----] followers, [----] engagements
"@thumbs_up_bio very shallow take did u even read the next tweet 80% of pts get better without steroids"
X Link 2025-07-29T14:44Z [----] followers, [----] engagements
"despite this we see that in the pre-specified endpt pbo had the strongest cohort for tapering and remaining on taper at wk24"
X Link 2025-07-29T20:57Z [----] followers, [---] engagements
"this also translated to very inconclusive functional efficacy in FVC in sharp contrast to what was seen in an infliximab trial against a significantly less healthy patient group with starting FVC 70%"
X Link 2025-07-29T21:00Z [----] followers, [---] engagements
"the baseline imbalance deeply troubled us so we went to some lengths to control for this specifically by leaning on sarcoid specific biomarkers SAA ACE (enzyme activity and serum levels) IL2R reported in their poster data and normalizing against FVC. this way all patient groups start at roughly the same place and we just watch how those sarcoid specific markers do over the trial. i think these show very clearly that the drug is having very little effect compared to baseline differences. we see pbo staying relatively flat but overall noisy signals except 1mpk which was obviously much less"
X Link 2025-07-29T21:04Z [----] followers, [---] engagements
"@Vulpescap @thumbs_up_bio that is not chronic that is a round of treatment"
X Link 2025-07-29T21:27Z [----] followers, [---] engagements
"it matters because this disease is accretive. the more damage you have the harder it is to undo it. you are essentially asking why starting on the 40m line instead of the 20m line of a 100m dash matters this study essentially shows that healthier patients do better independent of the drug. you can see that in the sarcoid specific biomarker data as well where all the sarcoid biomarkers get worse for all groups including 5mg/kg. the only difference was where they all started"
X Link 2025-07-31T16:43Z [----] followers, [--] engagements
"$huma NTAP rejected Symvess CMS restoring my faith fr 🙏"
X Link 2025-08-01T13:48Z [----] followers, [----] engagements
"@SiriusStarCapi1 thx for ur input super serious XM capital. not anybody's PM. if they wanna follow reddit threads and ignore me they are more than welcome"
X Link 2025-08-03T01:45Z [----] followers, [---] engagements
"answer1: guidelines establish disease severity based on lung fibrosis the rest: you're just reading too much into irrelevant things imo. pts will try anything that could help if it doesn't hurt. efzo almost no AEs so it's safe but like i said there's no real benefit outside of baseline differences"
X Link 2025-08-03T18:13Z [----] followers, [---] engagements
"$atyr re: efzo CCR5 binding @Vulpescap Retrogenix workflow fixes their cells to the wells of their microarray. This is known to change the conformation of some membrane bound proteins as opposed to unfixed cells which can lead to false negative readouts. Also we don't know for sure that retrogenix had CCR5 (though https://t.co/Y1sBh1oo6i @Vulpescap Retrogenix workflow fixes their cells to the wells of their microarray. This is known to change the conformation of some membrane bound proteins as opposed to unfixed cells which can lead to false negative readouts. Also we don't know for sure that"
X Link 2025-08-05T18:08Z [----] followers, [----] engagements
"me fixated on sarcoid research: i wonder what the rate of sarcoid is in NFL players given their consistent inhalation of smelling salts which could exacerbate their lungs and lead to a pro-inflammatory phenotype "It hurt my heart." 14-year NFL vet Lavonte David has used smelling salts on EVERY DRIVE OF HIS WHOLE CAREER. He is at a loss. He literally said he's stuck. Watch this: @LavonteDavid54 @UpAndAdamsShow https://t.co/FpAkN0rGFt "It hurt my heart." 14-year NFL vet Lavonte David has used smelling salts on EVERY DRIVE OF HIS WHOLE CAREER. He is at a loss. He literally said he's stuck. Watch"
X Link 2025-08-07T18:14Z [----] followers, [----] engagements
"$huma earnings on monday morning. i'm thinking they get [--] sales in q2 gross revenue at $300k YTD. gonna be hard to hit $7-8M in Y1 of launch"
X Link 2025-08-08T16:01Z [----] followers, [----] engagements
"$huma got rejected by CMS for NTAP last wk. couldn't dig up any new dialysis data just a rehash of last yrs failed study up to 1yr (no 2yr data despite obviously having it). likely no sales growth looking like hitting 1% guidance at half yr mark. can't imagine Monday goes well $huma earnings on monday morning. i'm thinking they get [--] sales in q2 gross revenue at $300k YTD. gonna be hard to hit $7-8M in Y1 of launch $huma earnings on monday morning. i'm thinking they get [--] sales in q2 gross revenue at $300k YTD. gonna be hard to hit $7-8M in Y1 of launch"
X Link 2025-08-08T18:04Z [----] followers, [----] engagements
"$huma this company still hiring a PR firm to use bots on twitter $huma got rejected by CMS for NTAP last wk. couldn't dig up any new dialysis data just a rehash of last yrs failed study up to 1yr (no 2yr data despite obviously having it). likely no sales growth looking like hitting 1% guidance at half yr mark. can't imagine $huma got rejected by CMS for NTAP last wk. couldn't dig up any new dialysis data just a rehash of last yrs failed study up to 1yr (no 2yr data despite obviously having it). likely no sales growth looking like hitting 1% guidance at half yr mark. can't imagine"
X Link 2025-08-08T18:45Z [----] followers, [----] engagements
"Idk man no offense but u keep playing both sides. Like you say ur long but also that it's not a challenging short call. There's a ton of data saying it works. Docs almost unanimously favor it. Some big names are long. This is not a consensus short and it takes a ton of DD to see that. And yes there is enough data to tell how it's going to go you just aren't digging that deep"
X Link 2025-08-11T17:55Z [----] followers, [---] engagements
"@tuduni90782 @houndcl the results were posted this morning 😂😂 u think were talking about the trial existing"
X Link 2025-08-11T18:08Z [----] followers, [---] engagements
"$atyr longs do you guys think its weird they never published a Kd value for their drug or established an epitope like do you think that's normal"
X Link 2025-08-11T18:43Z [----] followers, [----] engagements
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