# ![@augurbio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1969232354083270656.png) @augurbio 🧙🏻

🧙🏻 posts on X about $capr, $qure, $slno, update the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1969232354083270656/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969232354083270656/c:line/m:interactions.svg)

- [--] Week [-----] -35%
- [--] Month [------] +134%

### Mentions: [--] [#](/creator/twitter::1969232354083270656/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969232354083270656/c:line/m:posts_active.svg)

- [--] Week [--] -12%
- [--] Month [--] +114%

### Followers: [---] [#](/creator/twitter::1969232354083270656/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969232354083270656/c:line/m:followers.svg)

- [--] Week [---] +0.92%
- [--] Month [---] +8%

### CreatorRank: [---------] [#](/creator/twitter::1969232354083270656/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1969232354083270656/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  8.82% [stocks](/list/stocks)  5.88% [celebrities](/list/celebrities)  4.9% [musicians](/list/musicians)  0.98% [countries](/list/countries)  0.98%

**Social topic influence**
[$capr](/topic/$capr) 14.71%, [$qure](/topic/$qure) 11.76%, [$slno](/topic/$slno) #3, [update](/topic/update) 4.9%, [$rzlt](/topic/$rzlt) 4.9%, [hope](/topic/hope) 4.9%, [opinion](/topic/opinion) 3.92%, [$bbio](/topic/$bbio) 2.94%, [$crnx](/topic/$crnx) 2.94%, [target](/topic/target) 2.94%

**Top accounts mentioned or mentioned by**
[@upndownisback](/creator/undefined) [@seedy19tron](/creator/undefined) [@enigmaticstocks](/creator/undefined) [@sanctuarybio](/creator/undefined) [@jakepaul](/creator/undefined) [@repthomasmassie](/creator/undefined) [@scorpionfund](/creator/undefined) [@snupsnus](/creator/undefined) [@amaymd](/creator/undefined) [@r598479](/creator/undefined) [@balabioresearch](/creator/undefined) [@ericldaugh](/creator/undefined) [@agoninvestments](/creator/undefined) [@rezfszubagoly](/creator/undefined) [@blankspacenom](/creator/undefined) [@olivedrabgreen](/creator/undefined) [@emeriticus](/creator/undefined) [@noeiasilva](/creator/undefined) [@agtrader](/creator/undefined) [@cltchesscenter](/creator/undefined)

**Top assets mentioned**
[uniQure N.V. (QURE)](/topic/$qure) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Abivax SA (ABVX)](/topic/$abvx) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Insmed, Inc. (INSM)](/topic/$insm) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SRPT My first reaction is that this PR is nonsense. Wasnt able to hop on the call this morning but I see some pretty glaring issues with this. More color later (if someone else doesnt get to it first)"  
[X Link](https://x.com/augurbio/status/2015791672928440585)  2026-01-26T14:19Z [---] followers, [---] engagements


"$RGNX I sold basically the top on this and got lucky so I wont claim any 5D chess moves or huge IQ plays here but Im definitely curious how this will affect AAVs moving forward. Direct risk for $QURE among others. Most of the shorts had their reasoning entirely wrong (or the AI they used did). Still commend them for the win in any case. This is pretty big for the gene therapy field overall and I dont think a lot of people wouldve expected a tumor out of this. Totally realistic outcome in hindsight"  
[X Link](https://x.com/augurbio/status/2016513865639506154)  2026-01-28T14:09Z [---] followers, [----] engagements


"Bought the dip $BBIO $CRNX I think its smart to take it slow here. The bleed may continue and Im lowering my averages slowly but surely as the situation develops. Personally Ill be holding some powder and taking opportunities where given while still understanding that an opportunity today could be a greater one tomorrow. Play smart and remember the long game guys. https://twitter.com/i/web/status/2019576880261677565 https://twitter.com/i/web/status/2019576880261677565"  
[X Link](https://x.com/augurbio/status/2019576880261677565)  2026-02-06T01:00Z [---] followers, [----] engagements


"@jakepaul One conversation with JD at the Olympics and suddenly youre being extremely vocal about political matters. Funny how that works. Bad Bunny is an AMERICAN CITIZEN. And more importantlyKid Rock just simply sucks. His music is awful"  
[X Link](https://x.com/augurbio/status/2020642449438433357)  2026-02-08T23:34Z [---] followers, [---] engagements


"Exactly. I didnt understand it but we have [--] million Spanish speakers in this country and are a melting pot no matter what anyone says. Puerto Rico deserved this representation and I think Bad Bunnys performance was graceful. He couldve used the opportunity to push a narrative make a political statement etc. but instead he focused on love. I dont get how anyone can hate on it. https://twitter.com/i/web/status/2020851592166084882 https://twitter.com/i/web/status/2020851592166084882"  
[X Link](https://x.com/augurbio/status/2020851592166084882)  2026-02-09T13:25Z [---] followers, [---] engagements


"@UpnDownisBack @jakepaul Thats fine but at least it sounds good. Kid Rock just sucks all the way around. I know you guys have to pretend hes good because hes on your team but if we were being honest with ourselveshe makes bad music. He was never important until he went MAGA"  
[X Link](https://x.com/augurbio/status/2020910244881158538)  2026-02-09T17:18Z [---] followers, [--] engagements


"@UpnDownisBack @EricLDaugh @RepThomasMassie I dont care about the opinion of a single person you just quoted whatsoever. Not even a tiny bit"  
[X Link](https://x.com/augurbio/status/2021947833771761798)  2026-02-12T14:01Z [---] followers, [--] engagements


"Trump is mentioned in the Epstein files 35000+ times. The lack of prosecutions from a prior administration does not imply the innocence of anyone in the files that is the dumbest argument Ive ever heard. People are implicated on both sides of the aisle. I have no problem going after fraud but Id prefer to START with finding out our presidents involvement with a child sex trafficker. You regurgitate the same idiotic talking points over and over. https://twitter.com/i/web/status/2021952648363074047 https://twitter.com/i/web/status/2021952648363074047"  
[X Link](https://x.com/augurbio/status/2021952648363074047)  2026-02-12T14:20Z [---] followers, [--] engagements


"Even if thats true why would you be against investigating it MAGA seems perfectly comfortable going after Bill Clinton Reid Hoffman etcbut somehow you believe that Trump was proven innocent in a set of files where he is by far the most mentioned person. It makes no sense. Let me break this down for you incredibly simply: What ifs and whatabouts in regard to Joe Biden are irrelevant. I do not represent him or the Democratic Party. The reason no one cared (they did) before is twofold: the investigations were still ongoing so many files were still sealed and the Biden administration did not run"  
[X Link](https://x.com/augurbio/status/2021962134511345768)  2026-02-12T14:58Z [---] followers, [--] engagements


"No update for a bit lets talk: This year Im modifying my approach and will be focusing on high conviction plays and holding a significant cash stack. I am about 70% cash currently and holding onto it for good opportunities. I closed a vast majority of my positions but I wont spend too much time on those in this post. Here is where I currently stand: Long: $BBIO $CRNX $SLNO These are long term holds. I intend to hold onto both $BBIO and $CRNX for years to come and I think both have fantastic potential as long as they continue to execute. $BBIO is my largest position by quite a bit and I have"  
[X Link](https://x.com/augurbio/status/2022508788771651926)  2026-02-14T03:10Z [---] followers, [----] engagements


"@ScorpionFund $SLNO"  
[X Link](https://x.com/augurbio/status/1990409708734206337)  2025-11-17T13:20Z [---] followers, [----] engagements


"$SLNO for those that missed it.the soleno therapeutics report is available to read now worked with some fine gentleman on this one all props to them for the great work @seedy19tron @AgonInvestments @rezfszubagoly @blankspacenom https://jars-accept-y5e.craft.me/solenotherapeutics https://jars-accept-y5e.craft.me/solenotherapeutics"  
[X Link](https://x.com/augurbio/status/2005772034601865526)  2025-12-29T22:44Z [---] followers, [----] engagements


"@SnupSnus I do actually I added $CYTK and $GLUE shortly after my last holdings post. Definitely one I had overlooked for some time"  
[X Link](https://x.com/augurbio/status/2015594985651945604)  2026-01-26T01:17Z [---] followers, [---] engagements


"Of course it is scrutinized every drug/treatment is scrutinized by the FDA and gene therapies even more so. This is why I used the word further. If brain tumors are identified as a treatment related event you are now introducing a clinical safety signal for intracranial AAV9 delivery to the regulatory framework. Clinical holds were placed on both RGX-111 and RGX-121 which indicates that the FDA is already treating this as a class/portfolio-level issue to some degree. Confirmation of causality changes it from a brain tumor could happen due to treatment (as was already assumed) to we have"  
[X Link](https://x.com/augurbio/status/2016703158500610086)  2026-01-29T02:41Z [---] followers, [---] engagements


"Oh and yes I am still holding $DTIL for HBV"  
[X Link](https://x.com/augurbio/status/2022510153527091482)  2026-02-14T03:16Z [---] followers, [---] engagements


"Im really failing to understand how you achieve the level of cognitive dissonance required to review these files and think see This proves Trump didnt do anything and yet somehow manage to believe the evidence against Bill Clinton/Bill Gates remains credible (in the exact same files). Its either proven to be a cult now or theres some explanation Im missingsomeone please tell me which. I want every name mentioned here investigated and imprisoned pending trial. No politics involved its time to hold pedophiles accountable. https://twitter.com/i/web/status/2017808485451178188"  
[X Link](https://x.com/augurbio/status/2017808485451178188)  2026-02-01T03:53Z [---] followers, [----] engagements


"Were not in court we are on X. Lawyers can argue it in court. Im saying its quite obvious that many of these guys were and are creeps. Trump is one of them hes all over the files. Its cope to act like he wasnt deeply involved with a convicted child sex trafficker. Why the hell would you not want to know for sure if the president of our country is a pedophile"  
[X Link](https://x.com/augurbio/status/2018176912711901487)  2026-02-02T04:17Z [---] followers, [--] engagements


"You dont dox federal agents. Especially in the case of a shooting it is procedure for any other agency to reveal the involved officers identities. ICE is not special and they shouldnt be allowed to conceal their identities just because theyre embarrassed of their work. The entire Progressive Caucus is [--] members there is no Socialist party that holds any power in the US. Thats something you have literally made up in your mind"  
[X Link](https://x.com/augurbio/status/2018315220918178153)  2026-02-02T13:27Z [---] followers, [--] engagements


"@OliveDrabGreen @emeriticus He perpetuated the LIE that Alex Pretti was a domestic terrorist/assassin. That in itself deserves an apology because we all KNOW it isnt true. Not to mentionaccidental state-sanctioned homicide would still deserve an apology. Do you not apologize when you make a mistake"  
[X Link](https://x.com/augurbio/status/2019180377483403318)  2026-02-04T22:44Z [---] followers, [--] engagements


"$CAPR quick update: it was pointed out to me that HOPE2 randomized [--] participants and HOPE3 plans up to [---] across two cohorts. apologies for the blunder here seems i had my notes wrong. my overall opinion is still unchanged going into this readout"  
[X Link](https://x.com/augurbio/status/1988773331085193567)  2025-11-13T00:58Z [---] followers, [---] engagements


"@noeiasilva @agtrader @CLTchesscenter this is an absolutely disgusting and abhorrent thing to say in this time you should seriously be ashamed of yourself (but you won't be)"  
[X Link](https://x.com/augurbio/status/1980753251633934736)  2025-10-21T21:49Z [---] followers, [---] engagements


"@HHS_Jim @HHSGov the HHS using official channels to talk about "the democrats" is absolutely deplorable. this is not what these channels are for and all of you political pundits masquerading as health officials should be ashamed"  
[X Link](https://x.com/augurbio/status/1982122674156425231)  2025-10-25T16:30Z [---] followers, [--] engagements


"@A_May_MD you're one of the most respectful and knowledgeable people on here. always eagerly awaiting your thoughts. sometimes you gotta set these people straight lol"  
[X Link](https://x.com/augurbio/status/1983699421847240818)  2025-10-30T00:56Z [---] followers, [---] engagements


"@GeneInvesting rich from the guy that made jokes about the guy being an alcoholic then conveniently deleted them before posting this"  
[X Link](https://x.com/augurbio/status/1986589799218573319)  2025-11-07T00:21Z [---] followers, [---] engagements


"$SLNO in accompanying my previous thread about patents this will be a bit-sized representation of my Soleno Therapeutics bull thesis. none of this is financial advice and i'd love to hear other people's thoughts. (thread)"  
[X Link](https://x.com/anyuser/status/1986946917759393986)  2025-11-08T00:00Z [---] followers, [----] engagements


"$SLNO Soleno Therapeutics is a biotechnology company specializing in the treatment of Prader-Willi Syndrome with their drug Vykat XR. PWS affects approximately 12k-20k patients in the US and 10k in the EU"  
[X Link](https://x.com/augurbio/status/1986946920020123993)  2025-11-08T00:00Z [---] followers, [---] engagements


"@elonmusk this makes no sense. health insurance in the US is a can of worms.but has nothing to do with "socialism". like not even remotely"  
[X Link](https://x.com/augurbio/status/1987063965357060416)  2025-11-08T07:45Z [---] followers, [--] engagements


"$RZLT ersodetug is a fully human IgG2 monoclonal antibody that targets hyperinsulinism through a novel mechanism that binds allosterically to insulin receptors at target tissues. this is unique and differentiates ersodetug from similar treatments"  
[X Link](https://x.com/augurbio/status/1987279045504205008)  2025-11-08T22:00Z [---] followers, [---] engagements


"@meangenebio i don't think that particular indication is necessarily priced in.i just think positive news in general may be priced in given the fact that it's up nearly 150% over [--] months. i think this particular news may not move the stock price significantly but topline in december will"  
[X Link](https://x.com/augurbio/status/1987601645354516858)  2025-11-09T19:22Z [---] followers, [---] engagements


"position update: [--]. $ABVX [--]. $NKTR [--]. $RZLT [--]. $SLNO [--]. $IDYA"  
[X Link](https://x.com/anyuser/status/1987621553056420038)  2025-11-09T20:41Z [---] followers, [----] engagements


"@A_May_MD @BioYOLO420 @bingbingbom @Sanctuary_Bio this definitely was not on my bingo card"  
[X Link](https://x.com/augurbio/status/1987909779700797839)  2025-11-10T15:46Z [---] followers, [---] engagements


"@Vulpescap was also in the middle of weighing this one.i'm thinking i may get a starter going"  
[X Link](https://x.com/augurbio/status/1987934930748223717)  2025-11-10T17:26Z [---] followers, [---] engagements


"really getting sick of bagholders trying to portray their bag pumping as patient advocacy. it's unethical and frankly sickening to try to pump dangerous treatments because you want to make money. stop pretending it's about the patients"  
[X Link](https://x.com/augurbio/status/1987936955263262852)  2025-11-10T17:34Z [---] followers, [----] engagements


"@ENIGMATICSTOCKS im sure i'll be the one looking desperate when their ph3 trial fails miserably. trial ended in the summer.where's the data scared to release perhaps"  
[X Link](https://x.com/augurbio/status/1988215347527483701)  2025-11-11T12:00Z [---] followers, [---] engagements


"@ENIGMATICSTOCKS lol. you should really stick to value stocks and stop trying to dip your toes into biotech. you have no idea what you're getting yourself into. deramiocel is a shit treatment with a completely unvalidated mechanism that has been tried before and DID NOT WORK. cya at $0"  
[X Link](https://x.com/augurbio/status/1988229654239494633)  2025-11-11T12:57Z [---] followers, [---] engagements


"@Ridingwaves69 emphasis on the "good data" part"  
[X Link](https://x.com/augurbio/status/1988268772126585102)  2025-11-11T15:33Z [---] followers, [---] engagements


"$CAPR nobody doubts CDCs have some biological activity. the question is: does that activity translate to meaningful durable clinical benefit in DMD ALLSTAR said no. HOPE-2 said "maybe but we can't prove it." HOPE-3 is the last real test"  
[X Link](https://x.com/anyuser/status/1988383468221591718)  2025-11-11T23:08Z [---] followers, [---] engagements


"$CAPR if HOPE-3 data lands mid-Q4 institutional investors will have about [--] weeks to digest before year-end rebalancing. expect high volatility and forced selling if results are mixed. retail longs should prepare for downside scenarios"  
[X Link](https://x.com/augurbio/status/1988383484143169947)  2025-11-11T23:08Z [---] followers, [---] engagements


"@R598479 @ENIGMATICSTOCKS there's a reason they chose that name for the trial they're running on quite a bit of it"  
[X Link](https://x.com/augurbio/status/1988554501284872576)  2025-11-12T10:28Z [---] followers, [--] engagements


"$AVXL short shares here going into tomorrow"  
[X Link](https://x.com/augurbio/status/1989049038893896173)  2025-11-13T19:13Z [---] followers, [---] engagements


"@anthonystaj loved your write up congratulations"  
[X Link](https://x.com/augurbio/status/1989317834728493141)  2025-11-14T13:01Z [---] followers, [---] engagements


"@Sanctuary_Bio one of my largest positions and definitely confident in the ph3 hit. possible m&a target with ersodetug being a potential blockbuster. i think we can see anywhere from 50-100% upside from here around $10. a lot more expensive than earlier in the year but still more room to run"  
[X Link](https://x.com/augurbio/status/1989340855187214806)  2025-11-14T14:33Z [---] followers, [---] engagements


"@Banana_Oncology just popped some champagne"  
[X Link](https://x.com/augurbio/status/1989444447675744495)  2025-11-14T21:24Z [---] followers, [---] engagements


"@hannibalspeaks because i think that's an incredibly reductive hypothesis that ignores the science. however i thought that myself at one point so it isn't far from believable"  
[X Link](https://x.com/augurbio/status/1989733828429320347)  2025-11-15T16:34Z [---] followers, [---] engagements


"@Hippolitesgun thank you i've never done anything like this before so that's a great compliment i appreciate you reading"  
[X Link](https://x.com/augurbio/status/1989868829602721966)  2025-11-16T01:31Z [---] followers, [--] engagements


"i do outline this in the article a bit but perhaps my tone is a bit difficult to parse. i would be open to changing my opinion if they can provide the data i specifically pointed to in the article as missing (including the sham control). i would also want to see a larger trial. i think the claim that a larger trial is too difficult is a cop out and uniQure was banking on never having to prove this works in a meaningful way (the FDA can also be blamed for this)"  
[X Link](https://x.com/augurbio/status/1989872995200856156)  2025-11-16T01:47Z [---] followers, [---] engagements


"@jlucer53 @NicSD6 thanks for checking out the article i'll have a nice update (with some surprises included) very soon"  
[X Link](https://x.com/augurbio/status/1989921729515487419)  2025-11-16T05:01Z [---] followers, [--] engagements


"@Sanctuary_Bio i have the utmost respect for you and your work so your support means everything to me. this is a first attempt and may be a bit rough but i intend to keep going. thank you so much"  
[X Link](https://x.com/augurbio/status/1990090936701841412)  2025-11-16T16:13Z [---] followers, [---] engagements


"no update in a while so let's run it. added: $KRYS $CRNX $ARWR $DTIL increased: $ASND $SLNO $INSM unchanged: $NKTR $BBIO $SPRB $RGNX sold: $BLTE $ABVX traded: $LPCN $KRYS with some decent data the other day. this is a name i've been flirting with for a while and decided to finally pull the trigger. long termer will continue to add to this position. powerful pipeline with vyjuvek as a backbone. $CRNX similar situation here. palsonify launch looks strong and their recent pr was impressive overall. the offering dip was a great opportunity. if they can continue to build on this momentum i think"  
[X Link](https://x.com/augurbio/status/2011657352252952782)  2026-01-15T04:31Z [---] followers, [----] engagements


"@men_among_ruins @suunasolkija @SecKennedy the guy who is not a medical professional in any way yea him"  
[X Link](https://x.com/augurbio/status/1971266723698676075)  2025-09-25T17:33Z [---] followers, [--] engagements


"@PersimmonTI i agree this is likely shutdown related. questioning though why the document specifically states that part of the reason is to save the parties money. if the parties will be convening in december anyway how is money saved could be a combination. nktr is open to talks"  
[X Link](https://x.com/augurbio/status/1978230257707561227)  2025-10-14T22:43Z [---] followers, [---] engagements


"@catturd2 @jack @RepThomasMassie why do we not like thomas massie now did he hurt dear leader's feelings or something"  
[X Link](https://x.com/augurbio/status/1980098713423888581)  2025-10-20T02:28Z [---] followers, [---] engagements


"@BiotechPort huge red flag to me. hepatotoxicity #1 reason for approved drugs to be taken off the market. showing those signs this early is.interesting. regardless bla looks like a go"  
[X Link](https://x.com/augurbio/status/1981462039018041580)  2025-10-23T20:45Z [---] followers, [---] engagements


"@seedy19tron we all need to remember that much like us shorts have bags to defend and will do what is necessary to defend those bags. i find the story compelling from both sides and that discourse is absolutely necessary.but influencing patients crosses lines i didn't even know existed"  
[X Link](https://x.com/augurbio/status/1986040015365754964)  2025-11-05T11:56Z [---] followers, [----] engagements


"@mic_h_el seriously but it feels like a buying opp for me. vykat xr is a well known and validated drug modified for ER and the safety concerns surrounding it are in line with common PWS symptoms. overall i think this is a solid drug but management needs to decide what they want from it"  
[X Link](https://x.com/augurbio/status/1986480080957133096)  2025-11-06T17:05Z [---] followers, [---] engagements


"$SLNO just to address a bit of fud i've been hearing in regards to generic competitors to vykat xr let's view the following patents (thread)"  
[X Link](https://x.com/augurbio/status/1986930704970883116)  2025-11-07T22:56Z [---] followers, [---] engagements


"$SLNO tl;dr i'm beating the table anywhere under $50 and see a return to previous levels shortly. many catalysts coming up. @ScorpionFund report is overdone. this is a first in class treatment with significant opportunities available. thanks @seedy19tron for the idea"  
[X Link](https://x.com/augurbio/status/1986946960356778142)  2025-11-08T00:00Z [---] followers, [----] engagements


"$RZLT these will be my bite-sized musings on Rezolute and ersodetug. will likely expand to a new thread as i continue my research. Rezolute are currently advancing [--] phase [--] trials in cHI and tHI with data expected Q4 of [----]. lets talk about them (thread)"  
[X Link](https://x.com/augurbio/status/1987279043859808464)  2025-11-08T22:00Z [---] followers, [----] engagements


"$RZLT congenital hyperinsulinism is a rare disease affecting [--] in [-----] to [--] in [-----] births globally. this would translate to around 2000-4000 patients in the US that are currently seeing a 50% rate of failure on standard of care (diazoxide remember $SLNO)"  
[X Link](https://x.com/augurbio/status/1987279053875720274)  2025-11-08T22:00Z [---] followers, [---] engagements


"$RZLT always remember guys this is not financial advice and i am not an expert. just a student and biotech enthusiast. thanks to anyone that read all of this and i hope it was useful to you will likely be writing more on this name (and others) soon. share your thoughts"  
[X Link](https://x.com/augurbio/status/1987279082346979432)  2025-11-08T22:00Z [---] followers, [---] engagements


"$NKTR good data here over the weekend. might be priced in but definitely strengthens the overall thesis going into december topline. i remain long here and maintain rezpeg as a potential blockbuster candidate. may write more on this"  
[X Link](https://x.com/augurbio/status/1987544890109268169)  2025-11-09T15:36Z [---] followers, [----] engagements


"@financebully thanks i'll definitely take a look at these. i still think $ABVX has room to run here i just didn't want to get greedy personally. i play a bit more conservatively. i think buyout is imminent but even if not.they have a fantastic drug"  
[X Link](https://x.com/augurbio/status/1987997599207719285)  2025-11-10T21:35Z [---] followers, [---] engagements


"analyst: "good luck and break a leg out there" $CAPR CEO: "thanks we'll need it" holders above $10 in shambles rn"  
[X Link](https://x.com/augurbio/status/1988028729860194378)  2025-11-10T23:39Z [---] followers, [----] engagements


"@ENIGMATICSTOCKS $QURE $SRPT $NTLA and really just gene therapies in general (though there are certainly exceptions). the science just isn't there yet"  
[X Link](https://x.com/augurbio/status/1988215647827095578)  2025-11-11T12:02Z [---] followers, [---] engagements


"$SLNO 100mil ASR with jefferies. management knows the deal.huge overreaction to recent earnings. they may not run the best calls but they do still have the only PWS drug on the market with no real competition in sight. just barely above $50 here is still a buy"  
[X Link](https://x.com/augurbio/status/1988218691163746562)  2025-11-11T12:14Z [---] followers, [----] engagements


"$CAPR generalists cannot fathom the concept that biotechs don't work like tech stocks and simply go up for no reason. you need good data for that.and they simply don't have it. can't wait to see phase [--] results"  
[X Link](https://x.com/augurbio/status/1988265046086996126)  2025-11-11T15:18Z [---] followers, [----] engagements


"$CAPR this thread contains my thoughts on why Capricor Therapeutics' Phase [--] DMD asset deramiocel is unlikely to overcome its efficacy deficit. i do not believe CAP-1002 will demonstrate strong evidence of efficacy and here's why:"  
[X Link](https://x.com/augurbio/status/1988383450110587035)  2025-11-11T23:08Z [---] followers, [----] engagements


"$CAPR HOPE-2 (n=25) showed nominally significant PUL [---] benefit at 12mo but relied heavily on 50+ secondary/exploratory endpoints and post hoc analyses to support the narrative. this creates serious multiplicity concerns a red flag for Phase [--] replication"  
[X Link](https://x.com/augurbio/status/1988383452190941588)  2025-11-11T23:08Z [---] followers, [----] engagements


"$CAPR the co leaned on OLE and external natural history comparators (Cincinnati data) rather than concurrent randomized controls. these designs cannot protect against selection bias or care variability; very weak in a disease with high patient-to-patient progression variation"  
[X Link](https://x.com/augurbio/status/1988383454267142333)  2025-11-11T23:08Z [---] followers, [---] engagements


"$CAPR the FDA's CRL in July [----] was explicit: insufficient evidence of effectiveness despite years of follow-up. the agency didn't view Phase [--] plus OLE as meeting the "substantial evidence" bar. i agree this is a regulatory reality check that matters"  
[X Link](https://x.com/augurbio/status/1988383456188133781)  2025-11-11T23:08Z [---] followers, [---] engagements


"$CAPR deramiocel's biology is somewhat plausible: immunomodulatory plus anti-fibrotic effects via cardiosphere-derived cells. BUT it does NOT restore dystrophin or correct the genetic defect. mechanistically this is an attempt to slow pathology not fix the root cause"  
[X Link](https://x.com/augurbio/status/1988383462366363882)  2025-11-11T23:08Z [---] followers, [---] engagements


"$CAPR the clearest warning: Capricor's own ALLSTAR trial (n=142 CDCs in post-MI patients) was terminated for futility after failing the primary endpoint (scar reduction). same platform same company primary endpoint collapse. pattern recognition suggests deja vu risk"  
[X Link](https://x.com/augurbio/status/1988383466212532376)  2025-11-11T23:08Z [---] followers, [---] engagements


"$CAPR post-CRL the FDA will scrutinize HOPE-3 with fresh eyes on multiplicity prespecification and clinical meaningfulness. marginal signals and ad hoc endpoints will no longer work. the burden of proof has fundamentally shifted upward"  
[X Link](https://x.com/augurbio/status/1988383472193610021)  2025-11-11T23:08Z [---] followers, [---] engagements


"$CAPR so what could change my thesis (1) Clear multiplicity-controlled success on PUL [---] in both cohorts at 12mo. (2) Robust cardiac endpoint improvement. (3) Durable OLE data without external comparators. (4) Clean safety and manufacturing scalability"  
[X Link](https://x.com/augurbio/status/1988383477830742202)  2025-11-11T23:08Z [---] followers, [---] engagements


"$CAPR i'm not rooting against DMD patients. quite the opposite i want therapies that actually work not spin jobs dressed as science. deramiocel's evidence gap is real and another weak Phase [--] readout will cement that"  
[X Link](https://x.com/augurbio/status/1988383479990776125)  2025-11-11T23:08Z [---] followers, [---] engagements


"$CAPR thanks for reading. short CAPR until proven otherwise. i agree with Linda this is going to require a LOT of luck to pull out $QURE next"  
[X Link](https://x.com/augurbio/status/1988383488861761983)  2025-11-11T23:09Z [---] followers, [----] engagements


"@ENIGMATICSTOCKS @R598479 halflife matters when the effect is transient and needs quarterly redosing. if durability truly comes from biology HOPE3 will show prespecified wins not OLE anecdotes. small n cuts both ways and also inflates false positives. thats why replication in Phase [--] is the test"  
[X Link](https://x.com/augurbio/status/1988552366149206140)  2025-11-12T10:20Z [---] followers, [---] engagements


"@markland_55 would love to discuss further however i feel like my thread as well as some of my explanations are suffering a bit from the [---] character limit. i will bite the bullet on X premium and provide a more detailed response a bit later"  
[X Link](https://x.com/augurbio/status/1988631841583055288)  2025-11-12T15:35Z [---] followers, [--] engagements


"next up. $QURE let me know if that sounds like a good one. now that i wield the power of many characters i am able to provide much deeper analyses without breaking them into bite-sized threads. i will still do those as well but i will then provide a much more detailed analysis to accompany it where necessary. hoping to bridge the gap a bit between generalists and enthusiasts and provide something for everyone. thanks for all of the engagement so far ❤"  
[X Link](https://x.com/augurbio/status/1988775369546043658)  2025-11-13T01:06Z [---] followers, [----] engagements


"funny enough i was long and then sold at the top the day before it tanked on FDA news. prior to that i always viewed it as a special situation.more of a political play given the press run that released shortly following the "positive" data (which i now know was not positive). current administration has frequently discussed "right to try" and portrayed themselves as a champion for rare disease patients and HD felt like a great opportunity to make a statement with that. with Prasad back in play and with even more power than before the political play starts to look a bit bleak. upon further"  
[X Link](https://x.com/augurbio/status/1988780889891828076)  2025-11-13T01:28Z [---] followers, [---] engagements


"@tallnfat @bronxb_13 spending the next few days on a fresh deepdive into $QURE. methodology biomarkers and what the totality of evidence really says. will share a brief preview soon and have a full thesis out by the weekend"  
[X Link](https://x.com/augurbio/status/1988788176362848480)  2025-11-13T01:57Z [---] followers, [---] engagements


"$QURE about 1/3 of the way finished with the write up. have a lot more sources to go over but trial analysis is out of the way. will likely release on saturday morning. stay tuned"  
[X Link](https://x.com/augurbio/status/1988961791179931911)  2025-11-13T13:26Z [---] followers, [---] engagements


"oof $QURE is f*cked Great morning coffee Few people have a track record of regulatory innovation as strong as Dr. Pazdurs. He's a force for accelerating more cures and meaningful treatments. https://t.co/Oq6cfDiMu2 Great morning coffee Few people have a track record of regulatory innovation as strong as Dr. Pazdurs. He's a force for accelerating more cures and meaningful treatments. https://t.co/Oq6cfDiMu2"  
[X Link](https://x.com/augurbio/status/1989074833892888837)  2025-11-13T20:56Z [---] followers, 13K engagements


"@RJLee276889 @CopsGoneWrong he literally pays this guy's salary. they work for us don't get it twisted"  
[X Link](https://x.com/augurbio/status/1989303615081640144)  2025-11-14T12:05Z [---] followers, [---] engagements


"@monaco_biotech also a big fan of this guy. curious on the uthr position"  
[X Link](https://x.com/augurbio/status/1989516972560679018)  2025-11-15T02:13Z [---] followers, [----] engagements


"$QURE 11000+ words 100+ sources analyzed.it's about an hour read. who's ready tell me when you want it. drop tonight drop tomorrow morning drop tonight drop tomorrow morning"  
[X Link](https://x.com/augurbio/status/1989695051492941861)  2025-11-15T14:00Z [---] followers, [----] engagements


"@RawbarDestro i believe you should read the full thing when i release it to understand my views in their entirety but tl;dr i don't believe uniQure's AMT-130 deserves accelerated approval based on the small n data contained within their recent study"  
[X Link](https://x.com/augurbio/status/1989733580600447452)  2025-11-15T16:33Z [---] followers, [---] engagements


"$QURE thank you for the patience everyone had to learn how to use substack. my first ever write up on uniQure and their HD asset AMT-130 is live now https://open.substack.com/pub/augurbio/p/unmasking-amt-130-hope-hype-and-ther=6k8ug2&utm_medium=ios https://open.substack.com/pub/augurbio/p/unmasking-amt-130-hope-hype-and-ther=6k8ug2&utm_medium=ios"  
[X Link](https://x.com/augurbio/status/1989840975649542654)  2025-11-15T23:40Z [---] followers, 110.8K engagements


"happy to be able to share my perspectives. i do agree i am fairly harsh on the company in this article and it may seem a bit misdirected when the FDA was reportedly holding their hand every step of the way. but if it wasn't made clear (and i do mention this towards the end) i think regulatory uncertainty is a net negative for gene therapy. however i think heavier scrutiny on design moving forward is the only real option as prior precedent was decidedly loose. in recognizing this i think it is perfectly acceptable if not necessary for Dr Prasad and CBER to seek additional proof of efficacy"  
[X Link](https://x.com/augurbio/status/1989853112278868431)  2025-11-16T00:28Z [---] followers, [---] engagements


"huge fan of Tabrizi and as i point out in the article the overall expert opinion seems split across the board. whether AMT-130 works whether huntingtin lowering is the correct target etc these things are in hot debate currently and have been for some time. Tabrizi was actually directly involved in the UK/Euro piece of the trial as a primary investigator so if there's anyone out there with additional context it would be her. perhaps if i knew what she knows i would have a different opinion on the treatment.but that can't be known at this time. that being said though i think it cuts both ways"  
[X Link](https://x.com/augurbio/status/1989870511262687555)  2025-11-16T01:37Z [---] followers, [---] engagements


"i appreciate this. i did have preconceived notions and i hope i've made that clear but that may also be a bit of an error in wording on my part. it would have been more accurate to say that i started skeptical and the research affirmed my beliefs. this was always meant to be a bit of a "bear" thesis or contrarian view and i was working from that angle in my research. seeing as how i wrote this entirely by myself without peer review or editing i'm sure variability in arguments is limited and i definitely failed to address all of the positive data in a meaningful way. in the future i intend to"  
[X Link](https://x.com/augurbio/status/1989872220735230213)  2025-11-16T01:44Z [---] followers, [---] engagements


"i greatly appreciate you pointing this out and no rift at all. i did this in a public setting on an open forum and encouraged responses for a reason. the entire point of this write up was to engage in thoughtful debate and with that in mind i intend to amend the article (with an expanded writing not editing the old one as i am willing to own any mistakes i made entirely) to reflect any updated information i receive or opinions i hear that change my analysis. that being said.i think the overall point can still stand as a criticism of the data presented. sham arm was designed to allow crossover"  
[X Link](https://x.com/augurbio/status/1989880135848222736)  2025-11-16T02:16Z [---] followers, [----] engagements


"@BalaBioResearch means a lot from you i'm a fan. hope to see more from you soon"  
[X Link](https://x.com/augurbio/status/1989934072823779392)  2025-11-16T05:50Z [---] followers, [---] engagements


"@seedy19tron thank you that means a ton coming from you big fan of your work"  
[X Link](https://x.com/augurbio/status/1990054694182404267)  2025-11-16T13:49Z [---] followers, [---] engagements


"$QURE thank you for all of the praise and critiques. it is clear to me that i still have a lot to learn but i greatly appreciate everyone tuning into my very first analysis. i hope i was able to provide some different perspectives and new scientific info you may not have seen before even if you disagree with me. in the future i would like to have my work reviewed by other enthusiasts prior to release.if that interests you please reach out to me in dm i will be releasing a follow up article on uniQure over the next few days"  
[X Link](https://x.com/augurbio/status/1990078802693615977)  2025-11-16T15:25Z [---] followers, [----] engagements


"my follow up article will address the FDA's role more critically. i agree that failing to explore this is a drag on my argument. to be clear: i believe the FDA is equally responsible for this design but it's difficult to tell exactly how they contributed and what was said without knowing the exact contents of their correspondence with uniQure. in the case of the $BHVN CRL.they were making up their own interpretations of the FDA's response and we weren't able to directly see that until later. i think the case may be similar here"  
[X Link](https://x.com/augurbio/status/1990079915731853480)  2025-11-16T15:30Z [---] followers, [---] engagements


"@BalaBioResearch your support means the world to me. follow up on $QURE coming soon. next up: $SLNO"  
[X Link](https://x.com/augurbio/status/1990091765836284280)  2025-11-16T16:17Z [---] followers, [---] engagements


"nothing to be sorry about appreciate the bluntness and you taking the time to read. my dm's should be open i'm happy to discuss further but i want to be very clear: this is and always was an opinion piece and is not an academic analysis nor am i trying to claim the conclusions made are all perfect. there is a TON of conjecture throughout the article and i wrote this by myself with no peer review or outside editors. i read all of the sources myself and absolutely took creative liberties in tone and writing. i think people are misunderstanding the scope of this write up a bit. it is"  
[X Link](https://x.com/augurbio/status/1990107933057945864)  2025-11-16T17:21Z [---] followers, [---] engagements


"$QURE trying my best to reply thoughtfully to all critiques and i do greatly apologize if i miss you. there have been some great points made and i appreciate all of the feedback i've received. i will be addressing some concerns brought up by the community in a follow up article so if i don't get to your thoughts now.i will try my best to include those things in the follow up. feel free to shoot me a dm if you'd like to provide an opinion you want to see further analyzed"  
[X Link](https://x.com/augurbio/status/1990109147401011685)  2025-11-16T17:26Z [---] followers, [----] engagements


"thank you so much for taking the time to read and providing your critiques. this is incredibly valuable to me and i'm honored to see that you read it as someone i've looked up to for a while. i will be releasing a follow up article to address some of these points/concerns and identifying some of the mistakes i made"  
[X Link](https://x.com/augurbio/status/1990448426979348530)  2025-11-17T15:54Z [---] followers, [----] engagements


"super tough game. missing just a couple of sources or an error in note taking can break apart an entire argument. i'm a total beginner and did this with no outside assistance or editing so a lot of my arguments are likely a bit self-reinforced. i was wrong about some things and that sucks but i intend to correct them and explore all opinions (and facts i missed). super glad this sparked so much debate and i never expected some of my biggest inspirations to read it. i intend to keep posting here and on substack. this has been a fantastic learning experience and i really do appreciate you"  
[X Link](https://x.com/augurbio/status/1990459709271192063)  2025-11-17T16:39Z [---] followers, [---] engagements


"the response to my write up has really been huge for someone that started this with less than [---] followers. i appreciate every bit of feedback and i hope this will all help me improve moving forward. happy to see this spark so much intelligent discussion"  
[X Link](https://x.com/augurbio/status/1990508478855852151)  2025-11-17T19:52Z [---] followers, [----] engagements

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