#  @byebyegoodguy Guy Guy posts on X about $nktr, $abvx, $crnx, $lly the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1855995192983048192/interactions)  - [--] Week [-------] +1,709% - [--] Month [-------] +249% - [--] Months [-------] +1,838% - [--] Year [-------] +19,417% ### Mentions: [--] [#](/creator/twitter::1855995192983048192/posts_active)  - [--] Week [--] -19% - [--] Month [--] -13% - [--] Months [---] +435% - [--] Year [---] +7,875% ### Followers: [------] [#](/creator/twitter::1855995192983048192/followers)  - [--] Week [---] +7% - [--] Month [---] +18% - [--] Months [---] +487% - [--] Year [---] +5,420% ### CreatorRank: [---------] [#](/creator/twitter::1855995192983048192/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [financial services](/list/financial-services) [social networks](/list/social-networks) [celebrities](/list/celebrities) [countries](/list/countries) **Social topic influence** [$nktr](/topic/$nktr) #35, [$abvx](/topic/$abvx), [$crnx](/topic/$crnx), [$lly](/topic/$lly), [$hims](/topic/$hims), [$cytk](/topic/$cytk), [$crvs](/topic/$crvs) #23, [$xbi](/topic/$xbi), [$nvo](/topic/$nvo), [$abbv](/topic/$abbv) **Top assets mentioned** [Abivax SA (ABVX)](/topic/$abvx) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Novo-Nordisk (NVO)](/topic/$nvo) [AbbVie Inc (ABBV)](/topic/$abbv) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [uniQure N.V. (QURE)](/topic/$qure) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [IO Biotech, Inc. (IOBT)](/topic/$iobt) [Alumis Inc. (ALMS)](/topic/$alms) [Plug Power, Inc. (PLUG)](/topic/$plug) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Synthetify (SNY)](/topic/$sny) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Merck & Co., Inc. (MRK)](/topic/$mrk) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [AstraZeneca PLC (AZN)](/topic/$azn) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Cloudflare, Inc. (NET)](/topic/$net) [Elastic N.V. (ESTC)](/topic/$estc) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Xilio Therapeutics, Inc. (XLO)](/topic/$xlo) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Insmed, Inc. (INSM)](/topic/$insm) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Sanofi (SNY)](/topic/sanofi) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) ### Top Social Posts Top posts by engagements in the last [--] hours "@vinibarbosabr @queentatiana Nice well-put post. Could you elaborate on the better alternatives Because BTC maxis almost had me convinced to join the club. After Blackrock's comment I am no longer sure" [X Link](https://x.com/byebyegoodguy/status/1870048745154330710) 2024-12-20T10:08Z [--] followers, [--] engagements "@GravityAnalyti1 Ermm . do you mean that most currencies eventually are tied with the dollar And so it doesn't need to be in the US" [X Link](https://x.com/byebyegoodguy/status/1878783860617650185) 2025-01-13T12:39Z [--] followers, [--] engagements "@GravityAnalyti1 Isn't it above the channel" [X Link](https://x.com/byebyegoodguy/status/1880003075718672720) 2025-01-16T21:23Z [--] followers, [--] engagements "@GravityAnalyti1 Oh I see. But I remember reading in ur substack that it's a risky one does this partnership with AbbVie make it a lot less risky" [X Link](https://x.com/byebyegoodguy/status/1890090511656194381) 2025-02-13T17:27Z [--] followers, [--] engagements "@GravityAnalyti1 Astute as usual ππΌππ» Could I ask about why PepGen is still a play for you despite having doubled Do you have a target price in mind" [X Link](https://x.com/byebyegoodguy/status/1896752776002379852) 2025-03-04T02:41Z [--] followers, [--] engagements "@GravityAnalyti1 You mean US listed *companies*" [X Link](https://x.com/byebyegoodguy/status/1897098437671453037) 2025-03-05T01:34Z [--] followers, [--] engagements "@GravityAnalyti1 The recent red dots are concerning" [X Link](https://x.com/byebyegoodguy/status/1898207785956848096) 2025-03-08T03:02Z [--] followers, [--] engagements "@TheMarketRaven Expiration" [X Link](https://x.com/byebyegoodguy/status/1932799048383410687) 2025-06-11T13:56Z [--] followers, [--] engagements "@Maximus_Holla what dips you're reloading today $PLUG $APLD $NBIS" [X Link](https://x.com/byebyegoodguy/status/1935053611005808768) 2025-06-17T19:15Z [--] followers, [---] engagements "@Maximus_Holla MOFO I thought dips are around [----] Gonna have to wait for another dip around [----] next " [X Link](https://x.com/byebyegoodguy/status/1938268059606585486) 2025-06-26T16:08Z [--] followers, [--] engagements "@be4_the_h3rd Ready to launch AH π" [X Link](https://x.com/byebyegoodguy/status/1939775988008890711) 2025-06-30T20:00Z [--] followers, [--] engagements "@Maximus_Holla Thanks for answering the 1st. ππ» Based on your high activity I am assuming you're doing this full-time. If you started part-time and switched later full-time how did your picks change if at all" [X Link](https://x.com/byebyegoodguy/status/1940535488173298177) 2025-07-02T22:18Z [--] followers, [--] engagements "@Maximus_Holla Would appreciate ur thoughts and plan on the current pullback $OSCR A chance to reload or legit downgrade by Barclays" [X Link](https://x.com/byebyegoodguy/status/1940799300596125847) 2025-07-03T15:46Z [--] followers, [---] engagements "@A_May_MD Yet another on the money call You're on a roll sir - $NKTR - $HIMS short - $VRNA I'll be waiting for your $NKTR buyout call" [X Link](https://x.com/byebyegoodguy/status/1942899465142071628) 2025-07-09T10:51Z [--] followers, [----] engagements "@Maximus_Holla Jul 18th 5C are .25 . grabbing some" [X Link](https://x.com/byebyegoodguy/status/1942944983482249219) 2025-07-09T13:52Z [--] followers, [---] engagements "@Maximus_Holla Probably Rd2 Run is starting today $OUST" [X Link](https://x.com/byebyegoodguy/status/1942949558138388570) 2025-07-09T14:10Z [--] followers, [---] engagements "@Maximus_Holla Would love it if you shared some of your LT positions esp. the bigger ones. The ones I know of are: $NBIS $QXO $GLXY $OSCR and $OUST I believe" [X Link](https://x.com/byebyegoodguy/status/1942961818986811811) 2025-07-09T14:59Z [--] followers, [---] engagements "@Maximus_Holla Mega-jinx goat . mega-jinx πΆπ»β $CRNC" [X Link](https://x.com/byebyegoodguy/status/1943741252664520843) 2025-07-11T18:36Z [--] followers, [---] engagements "$BTBT announced offering: We didn't see that coming did we boss @Maximus_Holla https://news.nuntiobot.com/article/802de392-105a-4b05-ab42-ba729fe9777b https://news.nuntiobot.com/article/802de392-105a-4b05-ab42-ba729fe9777b" [X Link](https://x.com/byebyegoodguy/status/1944868149335392503) 2025-07-14T21:14Z [--] followers, [---] engagements "Hi @zohmbastic would love to hear ur thoughts on $STX Golden sweep earlier today. Strong bullish trend on the chart. Goldman initiated coverage with a PT of $170. Earnings next week with [----] EPS estimates. Recent earnings were excellent. 9% SI" [X Link](https://x.com/byebyegoodguy/status/1944937185662095844) 2025-07-15T01:48Z [--] followers, [--] engagements "@Maximus_Holla 9C weekly is for [----] Lotto for sure but needs a catalyst before end of week to be a [---] bagger Given recent sector strength not a bad R/R" [X Link](https://x.com/byebyegoodguy/status/1945152031523524719) 2025-07-15T16:02Z [--] followers, [--] engagements "@Maximus_Holla My $OUST 15/8 23C calls are deep ITM already. Same as 55C for $NBIS My LTs are on fire this week" [X Link](https://x.com/byebyegoodguy/status/1945152863111397601) 2025-07-15T16:05Z [--] followers, [---] engagements "@Maximus_Holla Oppenheimer's analyst gave $OUST 34$ PT Just like u said room to $35 Goat is ahead of analysts . π«‘" [X Link](https://x.com/byebyegoodguy/status/1945460679843971362) 2025-07-16T12:29Z [--] followers, [--] engagements "@Maximus_Holla Life-changing lesson literally" [X Link](https://x.com/byebyegoodguy/status/1945604450774651057) 2025-07-16T22:00Z [--] followers, [---] engagements "@A_May_MD Dude if it doesn't hit I'll join the $HIMS cult to take u down (Ofc secretly I'll be shorting it still)" [X Link](https://x.com/byebyegoodguy/status/1945647857035612395) 2025-07-17T00:52Z [--] followers, [---] engagements "Richard Shannon just gave $ALMU a buy rating with a $26 P . Bullish π @pennycheck Thanks in advance" [X Link](https://x.com/byebyegoodguy/status/1945700657299607846) 2025-07-17T04:22Z [--] followers, [---] engagements "@Maximus_Holla My man does have a time machine π₯ $GLXY" [X Link](https://x.com/byebyegoodguy/status/1945964289967239650) 2025-07-17T21:50Z [--] followers, [---] engagements "Almost around the same time $LLY started having tall red candles $NKTR started doing the opposite. You can see for yourself: Not trying to play @A_May_MD but I think we got a settlement ladies and gentlemen" [X Link](https://x.com/byebyegoodguy/status/1946092003806117934) 2025-07-18T06:17Z [--] followers, [----] engagements "$EOSE benting shorts as the goat says @Maximus_Holla" [X Link](https://x.com/byebyegoodguy/status/1947310055935623614) 2025-07-21T14:57Z [--] followers, [---] engagements "@pennycheck Thanks for letting us out on $FEIM. Too bad there's no options on it. Is there a way to get in with a leverage" [X Link](https://x.com/byebyegoodguy/status/1948390943343755374) 2025-07-24T14:32Z [--] followers, [---] engagements "@zohmbastic Joining. This one is trading below cash. $PASG" [X Link](https://x.com/byebyegoodguy/status/1948747640675410003) 2025-07-25T14:10Z [--] followers, [--] engagements "@GravityAnalyti1 Could u give us $SGMT please Rode it from [--] to [--] then exited but it seems ever stronger" [X Link](https://x.com/byebyegoodguy/status/1949238851987501500) 2025-07-26T22:42Z [--] followers, [--] engagements "$NVDA Big hedge here" [X Link](https://x.com/byebyegoodguy/status/1950272669191979022) 2025-07-29T19:10Z [--] followers, [---] engagements "Insanely high IV on $NET before earnings 240% on the weeklies. I think anyone who buys now loses even if they were right on direction Unless it moves by 15%. We'll see tomorrow. I'm selling some calls pure lotto tho" [X Link](https://x.com/byebyegoodguy/status/1950994330266771482) 2025-07-31T18:57Z [--] followers, [---] engagements "$RKT Launch it πππ @Maximus_Holla" [X Link](https://x.com/byebyegoodguy/status/1951276224715661580) 2025-08-01T13:37Z [--] followers, [---] engagements "Some nice cash that makes up a little for this crappy week's losses . $NET Insanely high IV on $NET before earnings 240% on the weeklies. I think anyone who buys now loses even if they were right on direction Unless it moves by 15%. We'll see tomorrow. I'm selling some calls pure lotto tho. https://t.co/zUFyWnPCxX Insanely high IV on $NET before earnings 240% on the weeklies. I think anyone who buys now loses even if they were right on direction Unless it moves by 15%. We'll see tomorrow. I'm selling some calls pure lotto tho. https://t.co/zUFyWnPCxX" [X Link](https://x.com/byebyegoodguy/status/1951445361329053928) 2025-08-02T00:50Z [--] followers, [--] engagements "@houndcl This $CRDF" [X Link](https://x.com/byebyegoodguy/status/1951760007600427458) 2025-08-02T21:40Z [---] followers, [---] engagements "@seedy19tron Hmmm . seems appropriate for $MRK to acquire $NKTR now I'm just saying " [X Link](https://x.com/byebyegoodguy/status/1952373982579081488) 2025-08-04T14:20Z [--] followers, [----] engagements "@A_May_MD @hypergrowth102 Oh my what a jump u had on $ABVX Did u have 50% of ur portfolio on it Actually insane conviction paying off I'm in awe π«‘π«‘π«‘π«‘π«‘" [X Link](https://x.com/byebyegoodguy/status/1952507267854561704) 2025-08-04T23:09Z [--] followers, [----] engagements "Following today's shit action on $BTBT I'm even more convinced that $GLXY is still the only headache-free Eth play @Maximus_Holla ya I ditched $DYNX last week and moved it to $GLXY. I think it's the least headache Eth play. @Maximus_Holla ya I ditched $DYNX last week and moved it to $GLXY. I think it's the least headache Eth play" [X Link](https://x.com/byebyegoodguy/status/1953517726657335471) 2025-08-07T18:04Z [--] followers, [---] engagements "@Maximus_Holla Joining Not today tho as it's up 30% on earnings. $ALEC" [X Link](https://x.com/byebyegoodguy/status/1953890815467827309) 2025-08-08T18:47Z [--] followers, [----] engagements "$ALEC It seems this is a momo stock that usually keeps going on for a few days on the way up. With double beat earnings and mid-Q4 catalyst it should keep going. Gap fills at [---] too. Plan is to go full-position on Monday (risking 1.85) and keep moving my SL as it moves up" [X Link](https://x.com/byebyegoodguy/status/1954195096154313126) 2025-08-09T14:56Z [--] followers, [--] engagements "@zohmbastic Didn't even flinch $BMNR" [X Link](https://x.com/byebyegoodguy/status/1955259895898321127) 2025-08-12T13:27Z [--] followers, [---] engagements "@zohmbastic It rejected the [----] level twice recently now at [----] If it holds it with open market volume I think it goes Also a catalyst like settlement on their Google/Samsung IP lawsuit would help a lot imo $CRNC" [X Link](https://x.com/byebyegoodguy/status/1955418155637203348) 2025-08-12T23:56Z [--] followers, [--] engagements "@zohmbastic Squeeze begin at 20ish $RKT" [X Link](https://x.com/byebyegoodguy/status/1955639993881481361) 2025-08-13T14:38Z [--] followers, [--] engagements "@A_May_MD Any position for you in $LXEO before LX-2020 interim data release" [X Link](https://x.com/byebyegoodguy/status/1955649125699256426) 2025-08-13T15:14Z [--] followers, [--] engagements "@seedy19tron Was phase [--] results for Obe RA good Just imagine Obe being a blockbuster for UC RA and Crohn's $ABVX" [X Link](https://x.com/byebyegoodguy/status/1955782555736924260) 2025-08-14T00:04Z [--] followers, [----] engagements "@A_May_MD @steve2bacon Any swinger would win being your mentor if you could just pay back with an $ABVX-like pick once a year" [X Link](https://x.com/byebyegoodguy/status/1955789814634352759) 2025-08-14T00:33Z [--] followers, [---] engagements "$ABVX @byebyegoodguy @seedy19tron Just to get an idea of the potential value for Abivax. Orencia the only RA drug with a unique MOA besides Rituximab generates [--] billion in revenue each quarter almost exclusively from RA. If Obefazimod matches effectiveness (very possible) it could be very valuable. @byebyegoodguy @seedy19tron Just to get an idea of the potential value for Abivax. Orencia the only RA drug with a unique MOA besides Rituximab generates [--] billion in revenue each quarter almost exclusively from RA. If Obefazimod matches effectiveness (very possible) it could be very valuable" [X Link](https://x.com/byebyegoodguy/status/1955937408270188611) 2025-08-14T10:19Z [--] followers, [---] engagements "@seedy19tron Wow I was researching this further and turns out Thomas Smith #1 Leerink Partners analyst according to TipRanks already saw that following $ABVX data hit on UC Src: https://www.investors.com/news/technology/abivax-stock-ulcerative-colitis-treatment/ https://www.investors.com/news/technology/abivax-stock-ulcerative-colitis-treatment/" [X Link](https://x.com/byebyegoodguy/status/1955961266503045399) 2025-08-14T11:54Z [--] followers, [---] engagements "@A_May_MD @BowTiedBiotech Their last Q sales were 15B $LLY" [X Link](https://x.com/byebyegoodguy/status/1957762294613483532) 2025-08-19T11:11Z [--] followers, [---] engagements "@seedy19tron I'd hate it for you if it squeezes and we launch without you. But always respect those who stick to their plans $SNDX" [X Link](https://x.com/byebyegoodguy/status/1957807034948022715) 2025-08-19T14:09Z [--] followers, [---] engagements "@Andre_AGTC @A_May_MD Hmmm . I actually think you still need his bull takes Just [--] weeks ago you were thanking him for $ABVX which I believe was your best trade ever. Imo you're the one who should be grateful he hasn't blocked you He has every right to do so after all your dumb attacks on him" [X Link](https://x.com/byebyegoodguy/status/1957875063644123579) 2025-08-19T18:39Z [--] followers, [---] engagements "@GravityAnalyti1 When the market is garbage we trade garbage . joining $CREG" [X Link](https://x.com/byebyegoodguy/status/1958311398901215423) 2025-08-20T23:33Z [--] followers, [--] engagements "@semodough But doesn't APG777 have the same MoA as Dupi Doesn't this make Rezpeg the clear favorite in this comparison being the only IL-2 here @A_May_MD $APGE $NKTR $REGN" [X Link](https://x.com/byebyegoodguy/status/1958725315682783497) 2025-08-22T02:58Z [--] followers, [---] engagements "$HIMS longs beware $NVO warming up to sue $HIMS for more than $1B. Court filings show Novo is demanding both the defendants revenues from copycat sales and compensation for its own lost sales. And $NVO is asking the court to triple above if the company has done it intentionally. $HIMS $NVO warming up to sue $HIMS for more than $1B. Court filings show Novo is demanding both the defendants revenues from copycat sales and compensation for its own lost sales. And $NVO is asking the court to triple above if the company has done it intentionally. $HIMS" [X Link](https://x.com/byebyegoodguy/status/1958988661225078808) 2025-08-22T20:24Z [--] followers, [---] engagements "@seedy19tron If a buyout were to take place before the Crohn's readout I'm wondering how much of that will be priced in. Any ideas" [X Link](https://x.com/byebyegoodguy/status/1959487670587187268) 2025-08-24T05:27Z [--] followers, [---] engagements "@Maximus_Holla @jfais20 MOFO I rode it from 3s to 5s and ditched it last month I mean I still don't know the buyout premium but we'll see . $SCPH" [X Link](https://x.com/byebyegoodguy/status/1959944783796818354) 2025-08-25T11:43Z [--] followers, [---] engagements "@A_May_MD @charle77238 Hmm not even $CGEM Has your stance changed on them since you wrote about them last November" [X Link](https://x.com/byebyegoodguy/status/1960495306610536475) 2025-08-27T00:11Z [--] followers, [---] engagements "@zohmbastic Exactly I'll either short or long depending how it holds here. I don't think the price stays in the 290s. But who knows we'll have to see. $MDB" [X Link](https://x.com/byebyegoodguy/status/1960779346169487368) 2025-08-27T19:00Z [--] followers, [--] engagements "@zohmbastic Same here But I exited fully when I saw general market weakness. $ESTC calls were a disappointment tho AH run completely faded by open Good thing I sold the equity at 105" [X Link](https://x.com/byebyegoodguy/status/1961452725175984257) 2025-08-29T15:35Z [--] followers, [---] engagements "@zohmbastic $AG [----] pcr $EXK 0.07" [X Link](https://x.com/byebyegoodguy/status/1961457001055006922) 2025-08-29T15:52Z [--] followers, [---] engagements "@houndcl No insider buying tho so maybe they themselves weren't so sure idk $CYTK" [X Link](https://x.com/byebyegoodguy/status/1961809429612925388) 2025-08-30T15:13Z [--] followers, [---] engagements "For hosting Cloudflare for domain name just try to find the best deal for the domain you want. While it's easier to just use [--] service provider you don't have to. Hostinger gives you both and is very easy to set up though not the best cost-wise. 1/2" [X Link](https://x.com/byebyegoodguy/status/1961931154921038083) 2025-08-30T23:16Z [--] followers, [---] engagements "@A_May_MD @jeromeleonard5 @BiotechObserver Well lucky us It's sitting at half the price today with a September catalyst tho not a CD19 catalyst. Still doing my DD but think it'll be one of my bigger positions before the Lupus data in Q4. $CGEM" [X Link](https://x.com/byebyegoodguy/status/1962222012325056715) 2025-08-31T18:32Z [--] followers, [---] engagements "@plainyogurt21 Tbh I find the trial design very reasonable especially considering CLN-978 is still in ph1 for all indications. A superior safety profile and a lower adoption bar make enrollment in future trials easier since SLE isn't v common. Love to hear what @A_May_MD thinks. $CGEM" [X Link](https://x.com/byebyegoodguy/status/1962658138915520711) 2025-09-01T23:25Z [--] followers, [--] engagements "@seedy19tron @MelvinRiskMgmt @BioLeo90 Doing it starting today $CRNX" [X Link](https://x.com/byebyegoodguy/status/1962938013765218657) 2025-09-02T17:57Z [--] followers, [--] engagements "@Maximus_Holla I'll play mostly with equity . I played equity with calls on $ESTC but its 30% AH run faded by next day. So too soon" [X Link](https://x.com/byebyegoodguy/status/1963242559196504199) 2025-09-03T14:07Z [--] followers, [----] engagements "@zohmbastic These guys are on a lawsuit spree against big guys. Google Samsung and now Apple. Crucial they win those since their balance sheet isn't so great. Imo spending money on more lawsuits before winning their open ones is risky. $CRNC" [X Link](https://x.com/byebyegoodguy/status/1963716543726178771) 2025-09-04T21:31Z [--] followers, [--] engagements "@A_May_MD I know you never touch options but just for fun since it's Friday and or beloved $NKTR and $ABVX have had a great week. You were *almost* certain that $ABVX will hit. If the stock was optionable would you have grabbed calls going into data" [X Link](https://x.com/byebyegoodguy/status/1963984605234520309) 2025-09-05T15:16Z [--] followers, [---] engagements "@norriharb @JoseRestonVA @A_May_MD I found them pricy and fairly illiquid tho so make sure you know your greeks" [X Link](https://x.com/byebyegoodguy/status/1963997448231178439) 2025-09-05T16:07Z [--] followers, [--] engagements "@seedy19tron For $CRNX what do you see the probability of approval is on the 25th My little DD says it's 99% π. I also listened to their last earnings call they were very assured they'll get it; they're working with the same FDA staff and so on. Any expectations for % upside on approval" [X Link](https://x.com/byebyegoodguy/status/1964471909418225766) 2025-09-06T23:32Z [--] followers, [---] engagements "@dedwng Hey got a few questions about $CRNX - Do you think getting Paltu FDA approved will lift the curse on the stock and it sees 30% move I figured it should be huge since it'll be $CRNX's first approval. - How likely is an approval with clean label - PT after approval" [X Link](https://x.com/byebyegoodguy/status/1964853439655219303) 2025-09-08T00:48Z [--] followers, [---] engagements "@Maximus_Holla I recently switched to Unusual Whales but I miss FlowAlgo's cleaner UI. I may switch back next month" [X Link](https://x.com/byebyegoodguy/status/1965460203153011127) 2025-09-09T17:00Z [--] followers, [--] engagements "@Maximus_Holla Looks like buyer knows we're getting the rate cut $RKT" [X Link](https://x.com/byebyegoodguy/status/1965460495877722386) 2025-09-09T17:01Z [--] followers, [---] engagements "@seedy19tron Regarding $CRNX Paltu not good enough given current valuation" [X Link](https://x.com/byebyegoodguy/status/1965855066012922154) 2025-09-10T19:09Z [--] followers, [----] engagements "@A_May_MD It could still take some time imo. This market sees bad economic data and thinks yay we getting a rate cut But hope I'm wrong $XBI in triple digits is all I've ever wanted" [X Link](https://x.com/byebyegoodguy/status/1966121434419442046) 2025-09-11T12:47Z [--] followers, [---] engagements "@btcbabey @A_May_MD It'll happen tho the buyout" [X Link](https://x.com/byebyegoodguy/status/1966145437540499863) 2025-09-11T14:22Z [--] followers, [---] engagements "@DrMakaryFDA @semodough @US_FDA $CRNX Paltsu approval happening π₯³" [X Link](https://x.com/byebyegoodguy/status/1966623798070755639) 2025-09-12T22:03Z [--] followers, [---] engagements "@A_May_MD I was waiting for it to hit the high 60s then go short. But maybe I don't wait that long $HIMS" [X Link](https://x.com/byebyegoodguy/status/1966660326973165718) 2025-09-13T00:28Z [--] followers, [---] engagements "To piggyback on this idea of being burnt on a stock in the past I believe another case in point is $CYTK. I sympathize with those who got bought it in the 90s last year after data release hoping for a buyout only to see it trade back to the $30s. But . (1/2) $NKTR logged its 3rd straight double digit % increase following this news. IMO (remember - I'm biased) it is still not even close to properly re-rated. There is some bizarre psychology around being burnt on a stock in the past that prevents people from realizing the (IMO now $NKTR logged its 3rd straight double digit % increase following" [X Link](https://x.com/byebyegoodguy/status/1967392128474169544) 2025-09-15T00:56Z [--] followers, [---] engagements "$CYTK is in a much a better place now after the recent impressive data release and the upcoming Dec 26th PDUFA. Also I like to think and hope Blum has learned his lesson But even if we put aside the possibility of a buyout it's trading at 1.5x its estimated peak sales (2/2)" [X Link](https://x.com/byebyegoodguy/status/1967392693530808590) 2025-09-15T00:59Z [--] followers, [---] engagements "@Maximus_Holla $GOSS plz be my next $KALA π" [X Link](https://x.com/byebyegoodguy/status/1967972191817085040) 2025-09-16T15:21Z [--] followers, [---] engagements "@houndcl @avidresearch Dear Blum Please cut this commercialization bullshit and sell $CYTK Sincerely $XBI investors" [X Link](https://x.com/byebyegoodguy/status/1968663690300830099) 2025-09-18T13:09Z [--] followers, [---] engagements "There is your promised 60s ladies and gentlemen $NKTR @zohmbastic Tomorrow is the last day in the 50s. Mark my word $NKTR *If it doesn't happen I am deleting this tweet obviously. @zohmbastic Tomorrow is the last day in the 50s. Mark my word $NKTR *If it doesn't happen I am deleting this tweet obviously" [X Link](https://x.com/byebyegoodguy/status/1968778554616750155) 2025-09-18T20:46Z [--] followers, [----] engagements "$CRNX PDUFA is next Thursday and nobody is talking about the name Is it already priced-in and approval is certain or maybe I'm not following people in the name" [X Link](https://x.com/byebyegoodguy/status/1968802495305568508) 2025-09-18T22:21Z [--] followers, [----] engagements "@a_a_free PDUFA this Thursday and $CRNX price action is having another average biotech name price action day" [X Link](https://x.com/byebyegoodguy/status/1970139434193428868) 2025-09-22T14:53Z [--] followers, [----] engagements "@A_May_MD Do you find $slno's list price ($466K / patient / year) reasonable from a payer reality pov Because this number conservatively projects $10B of yearly sales across US and EU" [X Link](https://x.com/byebyegoodguy/status/1970382458089623927) 2025-09-23T06:59Z [---] followers, [---] engagements "@GravityAnalyti1 At the current price $28 not so much I considered getting some but the premiums indicated a 30% implied move. I figured the r/r isn't really worth. So far I'm right unless it goes even lower when market opens. $SRRK" [X Link](https://x.com/byebyegoodguy/status/1970470810117906532) 2025-09-23T12:50Z [--] followers, [---] engagements "@Maximus_Holla No headache $PLUG" [X Link](https://x.com/byebyegoodguy/status/1970489573017833574) 2025-09-23T14:04Z [--] followers, [----] engagements "Thanks for your attention to this matter $CRNX @a_a_free PDUFA this Thursday and $CRNX price action is having another average biotech name price action day @a_a_free PDUFA this Thursday and $CRNX price action is having another average biotech name price action day" [X Link](https://x.com/byebyegoodguy/status/1970501391191101859) 2025-09-23T14:51Z [--] followers, [---] engagements "Also unlike this crap $SRRK that's almost green on the day it got a CRL $CRNX's Paltusotine for acromegaly is getting approved. Just hoping for a clean label is all" [X Link](https://x.com/byebyegoodguy/status/1970502806004961711) 2025-09-23T14:57Z [--] followers, [----] engagements "$PLUG Crucial it holds this [----] level" [X Link](https://x.com/byebyegoodguy/status/1970531058384064725) 2025-09-23T16:49Z [--] followers, [---] engagements "@A_May_MD @himshouse @LeeRosebush @SecKennedy $HIMS cult is losing followers imo. Been waiting for them to take it to high 60s so I can initiate a short position with a great R/R but that remains to be seen. They've been losing followers thanks to Adam being vocal about how highly overvalued the stock is" [X Link](https://x.com/byebyegoodguy/status/1970619332553249211) 2025-09-23T22:40Z [--] followers, [---] engagements "@Sanctuary_Bio Wen do we get on a roller coaster for $LXEO" [X Link](https://x.com/byebyegoodguy/status/1970841922433642874) 2025-09-24T13:25Z [---] followers, [---] engagements "@Sanctuary_Bio Seriously tho any thoughts on the upcoming LX2020 interim data (any day now) Or is LX2006 all that really matters for $LXEO" [X Link](https://x.com/byebyegoodguy/status/1970857223946735631) 2025-09-24T14:25Z [---] followers, [---] engagements "MOFO At least give me time to build my full position $LXEO @Sanctuary_Bio Wen do we get on a roller coaster for $LXEO @Sanctuary_Bio Wen do we get on a roller coaster for $LXEO" [X Link](https://x.com/byebyegoodguy/status/1970894921339904105) 2025-09-24T16:55Z [---] followers, [---] engagements "@seedy19tron Actually insane week Especially when you also consider the fact that $SRRK closed green on the day it got CRL π $CRNX PDUFA tomorrow $LRMR may report this week and who knows So ya more action left in the week for sure" [X Link](https://x.com/byebyegoodguy/status/1971017769576694105) 2025-09-25T01:03Z [--] followers, [----] engagements "When was the last time $CRNX had good price action Feels like market hasn't yet rewarded biotechs focused on commercialization vs. M&A (looking at you Blum $CYTK). This PDUFA matters as $CRNX's first approval tho unlikey their most rev-gen drug until we see carcinoid data. Exited $CRNX - not really liking price action by end of day and AH Exited $CRNX - not really liking price action by end of day and AH" [X Link](https://x.com/byebyegoodguy/status/1971034696533594358) 2025-09-25T02:11Z [--] followers, [----] engagements "Just like you shouldn't try to call the market top you shouldn't try to call its bottom" [X Link](https://x.com/byebyegoodguy/status/1971230535952515308) 2025-09-25T15:09Z [--] followers, [--] engagements "Lfg $CRNX Also unlike this crap $SRRK that's almost green on the day it got a CRL $CRNX's Paltusotine for acromegaly is getting approved. Just hoping for a clean label is all. Also unlike this crap $SRRK that's almost green on the day it got a CRL $CRNX's Paltusotine for acromegaly is getting approved. Just hoping for a clean label is all" [X Link](https://x.com/byebyegoodguy/status/1971331350637764687) 2025-09-25T21:49Z [--] followers, [---] engagements "Printola $CRNX Lfg $CRNX Lfg $CRNX" [X Link](https://x.com/byebyegoodguy/status/1971622701833114034) 2025-09-26T17:07Z [---] followers, [---] engagements "@GravityAnalyti1 Congrats Top gainers" [X Link](https://x.com/byebyegoodguy/status/1971665578189574534) 2025-09-26T19:58Z [--] followers, [--] engagements "@Sanctuary_Bio $LXEO" [X Link](https://x.com/byebyegoodguy/status/1971690338155950400) 2025-09-26T21:36Z [---] followers, [---] engagements "Just did a quick DD with my quant (ChatGPT): Should've loaded on $MLTX puts Friday. If the data isn't released tomorrow morning I'll do it. I deeply doubt they achieve what they achieved in ph2 (29% HiSCR75 delta). Bime ph2 was almost double and that's all. Keeping it simple" [X Link](https://x.com/byebyegoodguy/status/1972227590015361475) 2025-09-28T09:11Z [--] followers, [----] engagements "Not for long. It'll surpass this 3.7B mcap this year if AA readout hits. $NKTR $NKTR (old $INHL) has to be the best example of biotech value destruction. $3.7 billion of shareholder money has gone into this company which is now worth -$77 million it's almost impressive https://t.co/rY4FX9Dr7u $NKTR (old $INHL) has to be the best example of biotech value destruction. $3.7 billion of shareholder money has gone into this company which is now worth -$77 million it's almost impressive https://t.co/rY4FX9Dr7u" [X Link](https://x.com/byebyegoodguy/status/1972244652528112063) 2025-09-28T10:19Z [--] followers, [----] engagements "@seedy19tron Hope $NKTR makes up for BVF π" [X Link](https://x.com/byebyegoodguy/status/1972351310792896641) 2025-09-28T17:22Z [--] followers, [---] engagements "$BE [--] holla $BE [--] holla $BE [--] holla" [X Link](https://x.com/byebyegoodguy/status/1973102792219767041) 2025-09-30T19:08Z [--] followers, [---] engagements "@A_May_MD @StockSavvyShay Aren't you just fascinated by their ability to claim everything is in $HIMS favor Even $NVO terminating the partnership" [X Link](https://x.com/byebyegoodguy/status/1973182664514629772) 2025-10-01T00:26Z [--] followers, [---] engagements "@Taintslapp12283 Very smart You need a hedge against the summary judgement. If that clears we can go back to full-port $NKTR" [X Link](https://x.com/byebyegoodguy/status/1973437892853891430) 2025-10-01T17:20Z [--] followers, [---] engagements "@zohmbastic @Maximus_Holla Come on Zohm we all know your account is $100M Share your daily gain in cash so we see π" [X Link](https://x.com/byebyegoodguy/status/1973855349406101781) 2025-10-02T20:59Z [--] followers, [--] engagements "You can't make this up $NKTR a very very likely 2L for AD sitting at 1B mcap Sometimes it's just that easy. $ABCL ole my your telling me they have Phase [--] OX40 for AD & MCAP [---] Billion - then $NKTR $CRVS way undervalued $ABCL ole my your telling me they have Phase [--] OX40 for AD & MCAP [---] Billion - then $NKTR $CRVS way undervalued" [X Link](https://x.com/byebyegoodguy/status/1973913620456325330) 2025-10-03T00:50Z [--] followers, [----] engagements "@Taintslapp12283 So $NKTR is my bro" [X Link](https://x.com/byebyegoodguy/status/1974245077200294360) 2025-10-03T22:48Z [--] followers, [---] engagements "@houndcl Now show me $4 $PALI" [X Link](https://x.com/byebyegoodguy/status/1975056968185434357) 2025-10-06T04:34Z [---] followers, [----] engagements "@bioinvestor24 @RNAiAnalyst Sure asts **Geniuses** like you believe that big pharma companies never make mistakes. Soon enough you will see $LLY saying to $NKTR:" [X Link](https://x.com/byebyegoodguy/status/1975083262193324367) 2025-10-06T06:18Z [--] followers, [--] engagements "$ABVX is trading in the 80s (up from [--] less than [--] months ago) while a buyout is expected (and will happen btw) at more than [---] and you say the hype is a bit much Ok Ill say it your inability to value things is a bit much. $abvx Ok Ill say it; a 10% clinical remission delta to placebo in patients who failed advanced therapies is not earth shattering or ground breaking. 23% in responders to advanced therapies isnt either especially with the low placebo. Don't get me wrong the drug works is good https://t.co/oXALItSKK9 $abvx Ok Ill say it; a 10% clinical remission delta to placebo in patients" [X Link](https://x.com/byebyegoodguy/status/1975114488790860045) 2025-10-06T08:22Z [---] followers, [----] engagements "@Sanctuary_Bio Ya if $CYTK were to go out for such meh premium I'd actually rather hold it LT" [X Link](https://x.com/byebyegoodguy/status/1976277436779409690) 2025-10-09T13:23Z [---] followers, [---] engagements "$OKLO Price action today shows why you shouldn't hedge the market overall by buying shitco puts" [X Link](https://x.com/byebyegoodguy/status/1976717063822446683) 2025-10-10T18:30Z [---] followers, [--] engagements "@pennycheck Wow Any updates on $LUNR deal" [X Link](https://x.com/byebyegoodguy/status/1977769843610034418) 2025-10-13T16:14Z [---] followers, [---] engagements "@A_May_MD @semodough About $ABVX's Obe given its stellar safety demonstrated in UC how low does its remission delta have to be in CD readout and still compete for a large share in 1L in that indication" [X Link](https://x.com/byebyegoodguy/status/1978237636582994398) 2025-10-14T23:13Z [---] followers, [---] engagements "@pennycheck @spac_insider Unfortunately the market is treating it as any other quantum name Down 14% today. Needs an earnings report or a PR on Nvidia partnership to go" [X Link](https://x.com/byebyegoodguy/status/1978920204257083429) 2025-10-16T20:25Z [---] followers, [---] engagements "This can't be good right Especially combined with the fact that $CRVS is the 3rd most picked Bio Squid Games. $CRVS $NKTR $KYMR $CRVS is cancelling all previously planned conference attendances including presentation at the J.P. Morgan Healthcare Conference on Monday Jan 12th $CRVS is cancelling all previously planned conference attendances including presentation at the J.P. Morgan Healthcare Conference on Monday Jan 12th" [X Link](https://x.com/byebyegoodguy/status/2008177905147494533) 2026-01-05T14:04Z [---] followers, [----] engagements "@GravityAnalyti1 Taking chart requests If so $ARCV please. Trading at [----] with a cash/sh of 4.77" [X Link](https://x.com/byebyegoodguy/status/1942964525306925433) 2025-07-09T15:10Z [---] followers, [--] engagements "@pnani456 As long as no negative news come out this will keep grinding up daily as investors get more and more assured VP won't do anything to $SRPT. As a conservative estimate I think we see $30 by end of Sept imo" [X Link](https://x.com/byebyegoodguy/status/1955646770538844296) 2025-08-13T15:04Z [---] followers, [---] engagements "@Maximus_Holla wen [--] $SRPT" [X Link](https://x.com/byebyegoodguy/status/1955650444681675075) 2025-08-13T15:19Z [---] followers, [---] engagements "@DueDoctor Now I'm hoping it overreacts tomorrow in the opposite direction 13% SI $CYTK" [X Link](https://x.com/byebyegoodguy/status/1962711466575851934) 2025-09-02T02:57Z [---] followers, [---] engagements "@A_May_MD Why The longer the wait the higher the bidding pressure" [X Link](https://x.com/byebyegoodguy/status/1964007889204301931) 2025-09-05T16:49Z [---] followers, [---] engagements "@seedy19tron @Maximus_Holla This you Seedy" [X Link](https://x.com/byebyegoodguy/status/1965056111603786169) 2025-09-08T14:14Z [---] followers, [---] engagements "@zohmbastic Their first partnership PR said up to $2.1B in milestones 17.5M isn't even 1% of that π $XLO $GILD" [X Link](https://x.com/byebyegoodguy/status/1965395674666860863) 2025-09-09T12:43Z [---] followers, [---] engagements "@Maximus_Holla Wow Very cheap premium for the number of catalysts Will be getting some Monday. $CTMX" [X Link](https://x.com/byebyegoodguy/status/1971694712924131418) 2025-09-26T21:53Z [---] followers, [---] engagements "@dedwng Hope they disclose the obesity candidates very early in Q4 while the name has momo $CRNX" [X Link](https://x.com/byebyegoodguy/status/1972070717568307389) 2025-09-27T22:47Z [---] followers, [---] engagements "I had a GREAT September I think +50% MTD. Mostly thanks to: - $CYTK (binary data) - $CRNX (binary pdufa) - $NKTR (potential competitor drug failing/mkt finally waking up). Now I'm in $LRMR tiny position calls only but would be cool to finish September 3/3 binaries @A_May_MD the funny thing was that sept has been heavily biased + You could have no-brained long all major catalysts and still done well if you actually underperformed in sept i dont know what to tell you @A_May_MD the funny thing was that sept has been heavily biased + You could have no-brained long all major catalysts and still" [X Link](https://x.com/byebyegoodguy/status/1972442421146665304) 2025-09-28T23:24Z [---] followers, [----] engagements "@houndcl Bet you didn't have this on bingo card That is a lot of cash $GMAB $MRUS" [X Link](https://x.com/byebyegoodguy/status/1972538249039212840) 2025-09-29T05:45Z [---] followers, [---] engagements "Of all the biotech drama this morning (and yesterday I guess) the only name I'm feeling sorry for is $IOBT. Just unlucky . Literally could've been a rounding error. Luckily NP" [X Link](https://x.com/byebyegoodguy/status/1972642141500580089) 2025-09-29T12:38Z [---] followers, [---] engagements "Big upgrades. Now show me r/g damn it $CRNX Piper Sandler reiterated $CRNX Overweight-$97 and said: Following PALSONIFY's FDA approval we hosted a UK endocrinologist KOL with deep knowledge of the acromegaly space as he practices at a large center with [---] acromegaly patients. Ultimately the doc views oral QD PALSONIFY Piper Sandler reiterated $CRNX Overweight-$97 and said: Following PALSONIFY's FDA approval we hosted a UK endocrinologist KOL with deep knowledge of the acromegaly space as he practices at a large center with [---] acromegaly patients. Ultimately the doc views oral QD PALSONIFY" [X Link](https://x.com/byebyegoodguy/status/1972668941416751502) 2025-09-29T14:25Z [---] followers, [---] engagements "@A_May_MD Great to hear I share the top [--] positions with the π Was gonna exit $QURE around 100% ($68 for me) but I'll reconsider. Any thoughts on $CRNX btw They got Palsonify approved last week" [X Link](https://x.com/byebyegoodguy/status/1972741775996616709) 2025-09-29T19:14Z [---] followers, [---] engagements "@Prof_Oak_ $CGEM's CD19xCD03 is a T cell engager actually" [X Link](https://x.com/byebyegoodguy/status/1972909491793637834) 2025-09-30T06:20Z [---] followers, [---] engagements "$CTMX 52-week high" [X Link](https://x.com/byebyegoodguy/status/1973387996268208413) 2025-10-01T14:02Z [---] followers, [---] engagements "Ive been meaning to tweet this for a while but kept forgetting. Right after $NKTR released REZOLVE-AD ph2b data H.C. Wainwright and BTIG reiterated BUY ratings with $120 and $100 PTs respectively. Keep in mind this was before: 1- The $LLY lawsuit progress 2- $SNYs amlitelimab ph3 failure 3- Rezpegs deepening efficacy at [--] weeks Yall arent ready for whats coming. Biotwitter hasnt thanked you enough GOAT @A_May_MD" [X Link](https://x.com/byebyegoodguy/status/1973532842878534107) 2025-10-01T23:37Z [---] followers, [----] engagements "@Maximus_Holla I've had these calls lotto size since pdfua catalyst and so I've seen them go to zero on CRL. Would be very interesting to see them come back to life $SRRK" [X Link](https://x.com/byebyegoodguy/status/1975805834266566903) 2025-10-08T06:09Z [---] followers, [---] engagements "$CGEM Either 13G or Form [--] for that vol block after market close. Lupus data H1 [----] massively undervalued for CLN-978's (CD19xCD3 TCE) potential and balance sheet. NP for me yet kept waiting because it just kept going lower and lower for no reason except the lack of catalysts (or simply being a biotech company lol). Will take a small starter today 10%. I'd rather avg up than watch it go down" [X Link](https://x.com/byebyegoodguy/status/1976001150655603191) 2025-10-08T19:06Z [---] followers, [---] engagements "@Maximus_Holla Was beaten down in PM (-10% or so) the fact it recovered during the day is a good sign. $PLUG" [X Link](https://x.com/byebyegoodguy/status/1976418897931927810) 2025-10-09T22:46Z [---] followers, [---] engagements "@threadanddoc @A_May_MD Can we say $NKTR is worth more than $ABCL I know it's the same but you know " [X Link](https://x.com/byebyegoodguy/status/1976777054080356551) 2025-10-10T22:29Z [---] followers, [---] engagements "$CGEM Form [--] About $10M worth. https://www.sec.gov/Archives/edgar/data/1746376/000090266425004379/xslF345X05/ownership.xml $CGEM Either 13G or Form [--] for that vol block after market close. Lupus data H1 [----] massively undervalued for CLN-978's (CD19xCD3 TCE) potential and balance sheet. NP for me yet kept waiting because it just kept going lower and lower for no reason except the lack of https://t.co/D3OIHjSvel https://www.sec.gov/Archives/edgar/data/1746376/000090266425004379/xslF345X05/ownership.xml $CGEM Either 13G or Form [--] for that vol block after market close. Lupus data H1 2026" [X Link](https://x.com/byebyegoodguy/status/1976792596929560760) 2025-10-10T23:30Z [---] followers, [---] engagements "$ABVX We may see triple digits today" [X Link](https://x.com/byebyegoodguy/status/1977667938472837309) 2025-10-13T09:29Z [---] followers, 10.8K engagements "@JaguarAnalytics @kittiecougar99 Upcoming catalysts $ATAI" [X Link](https://x.com/byebyegoodguy/status/1978147381666333159) 2025-10-14T17:14Z [---] followers, [---] engagements "@Biotenic hey would love to hear your thoughts on $IOBT now following their trial results FDA meeting and their new trial. Stock valuation-wise your bearish stance proved on point. But now they proved their drug is active what's your outlook on the name" [X Link](https://x.com/byebyegoodguy/status/1978776860390539335) 2025-10-16T10:55Z [---] followers, [---] engagements "@seedy19tron Would be biiiiiig if we get +200% Q/Q. $SLNO" [X Link](https://x.com/byebyegoodguy/status/1980307365020029196) 2025-10-20T16:17Z [---] followers, [----] engagements "@MARKETCOMACC @Maximus_Holla They're assuming there won't be a rate cut for October" [X Link](https://x.com/byebyegoodguy/status/1981000956927250537) 2025-10-22T14:13Z [---] followers, [--] engagements "Ladies and gentlemen $NKTR is officially a cult stock These kinds of "estimates" are exactly like ones done by $HIMS followers. But hey as long as $NKTR is undervalued (and I'm long ofc ya retards) I'm okay with that. $NKTR the annual global Asthma market is $40B. Add another $20B for Dupixent. There is a non-zero possibility that REZPEG takes out both for a potential $60B in annual revenue. Back of the napkin in [--] years. Throw 3x p/s ratio = $180B market cap potential. Or 180x from here. $NKTR the annual global Asthma market is $40B. Add another $20B for Dupixent. There is a non-zero" [X Link](https://x.com/byebyegoodguy/status/1981060843602079845) 2025-10-22T18:11Z [---] followers, [----] engagements "@dedwng Loading calls on market open. $CRNX's Management never overstate in their PRs. I'm sure it'll be big" [X Link](https://x.com/byebyegoodguy/status/1981339617103061427) 2025-10-23T12:39Z [---] followers, [---] engagements "@houndcl They did it too soon imo" [X Link](https://x.com/byebyegoodguy/status/1981356294310162539) 2025-10-23T13:45Z [---] followers, [--] engagements "All to get liquidated when Trump tweets. My view of the world https://t.co/vyfVbP7TLx My view of the world https://t.co/vyfVbP7TLx" [X Link](https://x.com/byebyegoodguy/status/1981756601368555958) 2025-10-24T16:16Z [---] followers, [--] engagements "Any rumors on $SLNO Because they report earnings Nov 4th AMC. I think they kick Scorpion's ass hard with a +200% Q/Q rev increase. That would take the share price back to high 80s if not more. Aren't they better off negotiating then They might've disclosed Q3 rev with a bidder tho" [X Link](https://x.com/byebyegoodguy/status/1982244320892604658) 2025-10-26T00:34Z [---] followers, [---] engagements "@Se19edy @FinancialTimes @mroliverbarnes @JFK_America @hannahkuchler @Biotenic If $PTGX happens WSJ would be on a 100% excluding $CYTK (very very special case imo). Think I'll get some $PTGX calls tmrw" [X Link](https://x.com/byebyegoodguy/status/1982625833937428856) 2025-10-27T01:50Z [---] followers, [---] engagements "$LXEO 13G Ra 5M 6.9% @A_May_MD @Sanctuary_Bio https://www.sec.gov/Archives/edgar/data/1907108/000134682425000027/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1907108/000134682425000027/xslSCHEDULE_13G_X01/primary_doc.xml" [X Link](https://x.com/byebyegoodguy/status/1982902429898420524) 2025-10-27T20:09Z [---] followers, [---] engagements "To hold $NTLA you're either too big too dumb or why not both" [X Link](https://x.com/byebyegoodguy/status/1983221942191546526) 2025-10-28T17:18Z [---] followers, [----] engagements "@jfais20 $SLNO earnings next week Scorpion will lose a great deal of their credibility" [X Link](https://x.com/byebyegoodguy/status/1983619095506645346) 2025-10-29T19:37Z [---] followers, [---] engagements "@LEAPTRADER_ @grok IS THIS REAL" [X Link](https://x.com/byebyegoodguy/status/1983648086670111070) 2025-10-29T21:32Z [---] followers, [--] engagements "@houndcl Hey any thoughts on $TECX data https://finviz.com/news/209824/tectonic-therapeutic-announces-positive-topline-data-from-phase-1b-part-b-clinical-trial-for-tx45-in-patients-with-group-2-pulmonary-hypertension-in-hfref https://finviz.com/news/209824/tectonic-therapeutic-announces-positive-topline-data-from-phase-1b-part-b-clinical-trial-for-tx45-in-patients-with-group-2-pulmonary-hypertension-in-hfref" [X Link](https://x.com/byebyegoodguy/status/1983755650619584700) 2025-10-30T04:39Z [---] followers, [---] engagements "Anybody knows why $TECX gapped down on Sept 2nd I found nothing" [X Link](https://x.com/byebyegoodguy/status/1983819492452188393) 2025-10-30T08:53Z [---] followers, [---] engagements "@bigpharmaguy I think $AZN ph2 data (to be released any day now) is the real catalyst" [X Link](https://x.com/byebyegoodguy/status/1983923284841312424) 2025-10-30T15:45Z [---] followers, [---] engagements "@A_May_MD @MeadowCapital I mean . The fact that $NVO made a bid to $MTSR (which already accepted an acquisition offer) and NOT $VKTX is very telling" [X Link](https://x.com/byebyegoodguy/status/1983992476282327192) 2025-10-30T20:20Z [---] followers, [---] engagements "@Banana_Oncology @Aaron51687924 @avidresearch @MysteriousMole1 When is the IL2 readout $XLO" [X Link](https://x.com/byebyegoodguy/status/1984233616348700684) 2025-10-31T12:18Z [---] followers, [---] engagements "@dedwng Wen obesity candidates $crnx" [X Link](https://x.com/byebyegoodguy/status/1984277822257729718) 2025-10-31T15:14Z [---] followers, [--] engagements "@Banana_Oncology Nah that's how I'll be looking at @A_May_MD when the buyout happens" [X Link](https://x.com/byebyegoodguy/status/1984286728358904260) 2025-10-31T15:49Z [---] followers, [---] engagements "$NVO $PFE $MTSR" [X Link](https://x.com/byebyegoodguy/status/1984359843403079948) 2025-10-31T20:40Z [---] followers, [---] engagements "@Investorclimber Nice Looking forward to $IOBT" [X Link](https://x.com/byebyegoodguy/status/1985085759762964757) 2025-11-02T20:45Z [---] followers, [---] engagements "@bigpharmaguy Agreed. Reminds me of $CRNX's management" [X Link](https://x.com/byebyegoodguy/status/1985834035466150134) 2025-11-04T22:18Z [---] followers, [---] engagements "Loading $SLNO at [--] here" [X Link](https://x.com/byebyegoodguy/status/1985834077480538255) 2025-11-04T22:18Z [---] followers, [---] engagements "Awful week to be a biotech investor. $XBI $BBC" [X Link](https://x.com/byebyegoodguy/status/1986082396404355329) 2025-11-05T14:45Z [---] followers, [---] engagements "$NVO we need a bidding for $ABVX once they receive a buyout offer. $20B is doable imo" [X Link](https://x.com/byebyegoodguy/status/1987026957427425330) 2025-11-08T05:18Z [---] followers, [----] engagements "Love $SLNO and own shares. But tbf $CRNX has multiple rare-disease assets in their pipeline. Imo $CRNX may just be as undervalued as $SLNO. I don't think this valuation comparison makes sense. $SLNO how cheap is $SLNO - well for comparison look at $CRNX [--] billion Mcap & in [----] Baird has [--] million in revenue but losing 5+ in earnings - not knock on $CRNX but trying to show EXTREME disconnect with $SLNO share price &PROFITABILITY $SLNO how cheap is $SLNO - well for comparison look at $CRNX [--] billion Mcap & in [----] Baird has [--] million in revenue but losing 5+ in earnings - not knock on $CRNX" [X Link](https://x.com/byebyegoodguy/status/1987179328237433323) 2025-11-08T15:24Z [---] followers, [---] engagements "@Maximus_Holla Is that $80 a share Why is that when it's trading sub [--] $ASST" [X Link](https://x.com/byebyegoodguy/status/1987252644247716275) 2025-11-08T20:15Z [---] followers, [---] engagements "$NKTR Thank you all who shared their opinions on the asthma and crossover data. But let's be real we all know that we're all still waiting for that one man to say what he thinks" [X Link](https://x.com/byebyegoodguy/status/1987437783775052182) 2025-11-09T08:31Z [---] followers, [----] engagements "Should $NTLA trade down on this π€π€π€π€π€ https://x.com/charle77238/status/1987907835943124992 @GeneInvesting This $NTLA narrative just gets crazier.@adam https://t.co/9nnaKxmVzG https://x.com/charle77238/status/1987907835943124992 @GeneInvesting This $NTLA narrative just gets crazier.@adam https://t.co/9nnaKxmVzG" [X Link](https://x.com/byebyegoodguy/status/1987913809227383123) 2025-11-10T16:02Z [---] followers, [----] engagements "I don't feel comfortable about my $VKTX position now. Will move SL up. $VKTX Even an ultra conservative 5% market share from the obesity pie equals billions of dollars of revenues over time. Take a look at how different Statin drugs faired in revenues over time. For reference purposes look at the Statin class. There were roughly six plus https://t.co/CjNRXsMCyf $VKTX Even an ultra conservative 5% market share from the obesity pie equals billions of dollars of revenues over time. Take a look at how different Statin drugs faired in revenues over time. For reference purposes look at the Statin" [X Link](https://x.com/byebyegoodguy/status/1988630693287448801) 2025-11-12T15:31Z [---] followers, [---] engagements "@dedwng Adjusted for deflation" [X Link](https://x.com/byebyegoodguy/status/1988657597537571012) 2025-11-12T17:18Z [---] followers, [--] engagements "I know you're just like Marc (don't control what BP does XD) but do you think BP could flirt with a ph2 asset especially in a market as big as AD I mean they have done so many times in the past but recently $MTSR aside seems they've been mostly risk-averse. If Rezpeg repeated its ph2b efficacy in ph3 bidding could start at as high as +12B imo. Seems like too much of a price to avoid a "somewhat low" risk" [X Link](https://x.com/byebyegoodguy/status/1989347757266448588) 2025-11-14T15:00Z [---] followers, [----] engagements "@seedy19tron If $CELC and $SLNO get bought Avoro is sending you an offer" [X Link](https://x.com/byebyegoodguy/status/1989465392759378256) 2025-11-14T22:48Z [---] followers, [---] engagements "I like the $XBI Feb 130c for $2.00 here. They cover JPMorgan ABVX buyout (I think) and another pfe nvo mtsr story (I hope)" [X Link](https://x.com/byebyegoodguy/status/1990445330425680383) 2025-11-17T15:42Z [---] followers, [---] engagements "@badinvestor99 What about $CELC" [X Link](https://x.com/byebyegoodguy/status/1990565639921217981) 2025-11-17T23:40Z [---] followers, [---] engagements "@avidresearch @seedy19tron They're ruling out approval based on data but not thinking it could actually happen because it met primary endpoint and unmet needs. $AGIO" [X Link](https://x.com/byebyegoodguy/status/1991148351081906320) 2025-11-19T14:15Z [---] followers, [---] engagements "Hey big pharma for every buyout you do $ABVX becomes 10% more expensive for you. Something to think about" [X Link](https://x.com/byebyegoodguy/status/1991517962071912631) 2025-11-20T14:44Z [---] followers, [---] engagements "$ABVX $HIMS You guys it's all the same trade really. Just reverse the direction. @A_May_MD" [X Link](https://x.com/byebyegoodguy/status/1991578559719305260) 2025-11-20T18:45Z [---] followers, [----] engagements "@houndcl 70% would be 16B I don't see any other BP outbidding LLY there" [X Link](https://x.com/byebyegoodguy/status/1991584970964693407) 2025-11-20T19:10Z [---] followers, [--] engagements "@seedy19tron Regarding $OVID how much downside you think if KCC2 data was meh I'm thinking 10-15% max" [X Link](https://x.com/byebyegoodguy/status/1991589164811448803) 2025-11-20T19:27Z [---] followers, [----] engagements "@PersimmonTI @PCM_bio Disowned" [X Link](https://x.com/byebyegoodguy/status/1991598310352965782) 2025-11-20T20:03Z [---] followers, [--] engagements "$NKTR & $CYTK traded like shitcos today πΆβ" [X Link](https://x.com/byebyegoodguy/status/1991614622328295621) 2025-11-20T21:08Z [---] followers, [----] engagements "@Investorclimber PSS is probably the biggest fraud in biotechs. The man wants to treat cancer just by explaining the MoA of his drug. $IBRX" [X Link](https://x.com/byebyegoodguy/status/1991866433018691755) 2025-11-21T13:48Z [---] followers, [---] engagements "$CELC has been trading as if something is up" [X Link](https://x.com/byebyegoodguy/status/1991901958828130677) 2025-11-21T16:10Z [---] followers, [----] engagements "$CELC [---] @seedy19tron What's going on here π $CELC has been trading as if something is up $CELC has been trading as if something is up" [X Link](https://x.com/byebyegoodguy/status/1991915677977043094) 2025-11-21T17:04Z [---] followers, [----] engagements "@A_May_MD If he gets fired I imagine $QURE jumps to 50s instantly" [X Link](https://x.com/byebyegoodguy/status/1991982257364697162) 2025-11-21T21:29Z [---] followers, [---] engagements "@A_May_MD The political tailwinds are starting to kick in as you prophesied sirπ«‘ $QURE" [X Link](https://x.com/byebyegoodguy/status/1992043415186321801) 2025-11-22T01:32Z [---] followers, [---] engagements "@PersimmonTI $CYTK" [X Link](https://x.com/byebyegoodguy/status/1992696052395475241) 2025-11-23T20:45Z [---] followers, [---] engagements "$NVO Evoke fails. The downfall continues as the stock is down 12% in pre-market" [X Link](https://x.com/byebyegoodguy/status/1992919218074067364) 2025-11-24T11:32Z [---] followers, [---] engagements "@PersimmonTI So I guess $CYTK is your 3rd largest position" [X Link](https://x.com/byebyegoodguy/status/1993037782517006782) 2025-11-24T19:23Z [---] followers, [---] engagements "@BiotechDodo Dude we've been making 52-week highs for a month now $XBI" [X Link](https://x.com/byebyegoodguy/status/1993063518497878106) 2025-11-24T21:05Z [---] followers, [--] engagements "What a day Probably a record aside from the day $ABVX did the impossible. Thanks to $CGEM and $ABVX mostly today" [X Link](https://x.com/byebyegoodguy/status/1993065118821949517) 2025-11-24T21:12Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@byebyegoodguy GuyGuy posts on X about $nktr, $abvx, $crnx, $lly the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks finance technology brands cryptocurrencies currencies travel destinations financial services social networks celebrities countries
Social topic influence $nktr #35, $abvx, $crnx, $lly, $hims, $cytk, $crvs #23, $xbi, $nvo, $abbv
Top assets mentioned Abivax SA (ABVX) Crinetics Pharmaceuticals, Inc. (CRNX) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Cytokinetics Inc. (CYTK) Novo-Nordisk (NVO) AbbVie Inc (ABBV) Cullinan Management, Inc. (CGEM) Kymera Therapeutics, Inc. (KYMR) Apogee Therapeutics, Inc. (APGE) Soleno Therapeutics, Inc. Common Stock (SLNO) Lexeo Therapeutics, Inc (LXEO) uniQure N.V. (QURE) Celcuity Inc. Common Stock (CELC) Scholar Rock Holding Corporation Common Stock (SRRK) IO Biotech, Inc. (IOBT) Alumis Inc. (ALMS) Plug Power, Inc. (PLUG) Nebius Group N.V. Class A Ordinary Shares (NBIS) Metsera, Inc. (MTSR) Fractyl Health, Inc. (GUTS) Synthetify (SNY) Galaxy Digital Inc. (GLXY) Rocket Companies, Inc. (RKT) Merck & Co., Inc. (MRK) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) AstraZeneca PLC (AZN) Agios Pharmaceuticals, Inc. (AGIO) Ventyx Biosciences, Inc. (VTYX) Avidity Biosciences, Inc. (RNA) Oscar Health, Inc. (OSCR) Bit Digital, Inc. (BTBT) Cloudflare, Inc. (NET) Elastic N.V. (ESTC) AbCellera Biologics Inc. (ABCL) Sarepta Therapeutics, Inc. (SRPT) Xilio Therapeutics, Inc. (XLO) Intellia Therapeutics, Inc (NTLA) Viking Therapeutics, Inc (VKTX) Cogent Biosciences, Inc. Common Stock (COGT) Insmed, Inc. (INSM) Wave Life Sciences Ltd. Ordinary Shares (WVE) Sanofi (SNY) Revolution Medicines, Inc. (RVMD)
Top posts by engagements in the last [--] hours
"@vinibarbosabr @queentatiana Nice well-put post. Could you elaborate on the better alternatives Because BTC maxis almost had me convinced to join the club. After Blackrock's comment I am no longer sure"
X Link 2024-12-20T10:08Z [--] followers, [--] engagements
"@GravityAnalyti1 Ermm . do you mean that most currencies eventually are tied with the dollar And so it doesn't need to be in the US"
X Link 2025-01-13T12:39Z [--] followers, [--] engagements
"@GravityAnalyti1 Isn't it above the channel"
X Link 2025-01-16T21:23Z [--] followers, [--] engagements
"@GravityAnalyti1 Oh I see. But I remember reading in ur substack that it's a risky one does this partnership with AbbVie make it a lot less risky"
X Link 2025-02-13T17:27Z [--] followers, [--] engagements
"@GravityAnalyti1 Astute as usual ππΌππ» Could I ask about why PepGen is still a play for you despite having doubled Do you have a target price in mind"
X Link 2025-03-04T02:41Z [--] followers, [--] engagements
"@GravityAnalyti1 You mean US listed companies"
X Link 2025-03-05T01:34Z [--] followers, [--] engagements
"@GravityAnalyti1 The recent red dots are concerning"
X Link 2025-03-08T03:02Z [--] followers, [--] engagements
"@TheMarketRaven Expiration"
X Link 2025-06-11T13:56Z [--] followers, [--] engagements
"@Maximus_Holla what dips you're reloading today $PLUG $APLD $NBIS"
X Link 2025-06-17T19:15Z [--] followers, [---] engagements
"@Maximus_Holla MOFO I thought dips are around [----] Gonna have to wait for another dip around [----] next "
X Link 2025-06-26T16:08Z [--] followers, [--] engagements
"@be4_the_h3rd Ready to launch AH π"
X Link 2025-06-30T20:00Z [--] followers, [--] engagements
"@Maximus_Holla Thanks for answering the 1st. ππ» Based on your high activity I am assuming you're doing this full-time. If you started part-time and switched later full-time how did your picks change if at all"
X Link 2025-07-02T22:18Z [--] followers, [--] engagements
"@Maximus_Holla Would appreciate ur thoughts and plan on the current pullback $OSCR A chance to reload or legit downgrade by Barclays"
X Link 2025-07-03T15:46Z [--] followers, [---] engagements
"@A_May_MD Yet another on the money call You're on a roll sir - $NKTR - $HIMS short - $VRNA I'll be waiting for your $NKTR buyout call"
X Link 2025-07-09T10:51Z [--] followers, [----] engagements
"@Maximus_Holla Jul 18th 5C are .25 . grabbing some"
X Link 2025-07-09T13:52Z [--] followers, [---] engagements
"@Maximus_Holla Probably Rd2 Run is starting today $OUST"
X Link 2025-07-09T14:10Z [--] followers, [---] engagements
"@Maximus_Holla Would love it if you shared some of your LT positions esp. the bigger ones. The ones I know of are: $NBIS $QXO $GLXY $OSCR and $OUST I believe"
X Link 2025-07-09T14:59Z [--] followers, [---] engagements
"@Maximus_Holla Mega-jinx goat . mega-jinx πΆπ»β $CRNC"
X Link 2025-07-11T18:36Z [--] followers, [---] engagements
"$BTBT announced offering: We didn't see that coming did we boss @Maximus_Holla https://news.nuntiobot.com/article/802de392-105a-4b05-ab42-ba729fe9777b https://news.nuntiobot.com/article/802de392-105a-4b05-ab42-ba729fe9777b"
X Link 2025-07-14T21:14Z [--] followers, [---] engagements
"Hi @zohmbastic would love to hear ur thoughts on $STX Golden sweep earlier today. Strong bullish trend on the chart. Goldman initiated coverage with a PT of $170. Earnings next week with [----] EPS estimates. Recent earnings were excellent. 9% SI"
X Link 2025-07-15T01:48Z [--] followers, [--] engagements
"@Maximus_Holla 9C weekly is for [----] Lotto for sure but needs a catalyst before end of week to be a [---] bagger Given recent sector strength not a bad R/R"
X Link 2025-07-15T16:02Z [--] followers, [--] engagements
"@Maximus_Holla My $OUST 15/8 23C calls are deep ITM already. Same as 55C for $NBIS My LTs are on fire this week"
X Link 2025-07-15T16:05Z [--] followers, [---] engagements
"@Maximus_Holla Oppenheimer's analyst gave $OUST 34$ PT Just like u said room to $35 Goat is ahead of analysts . π«‘"
X Link 2025-07-16T12:29Z [--] followers, [--] engagements
"@Maximus_Holla Life-changing lesson literally"
X Link 2025-07-16T22:00Z [--] followers, [---] engagements
"@A_May_MD Dude if it doesn't hit I'll join the $HIMS cult to take u down (Ofc secretly I'll be shorting it still)"
X Link 2025-07-17T00:52Z [--] followers, [---] engagements
"Richard Shannon just gave $ALMU a buy rating with a $26 P . Bullish π @pennycheck Thanks in advance"
X Link 2025-07-17T04:22Z [--] followers, [---] engagements
"@Maximus_Holla My man does have a time machine π₯ $GLXY"
X Link 2025-07-17T21:50Z [--] followers, [---] engagements
"Almost around the same time $LLY started having tall red candles $NKTR started doing the opposite. You can see for yourself: Not trying to play @A_May_MD but I think we got a settlement ladies and gentlemen"
X Link 2025-07-18T06:17Z [--] followers, [----] engagements
"$EOSE benting shorts as the goat says @Maximus_Holla"
X Link 2025-07-21T14:57Z [--] followers, [---] engagements
"@pennycheck Thanks for letting us out on $FEIM. Too bad there's no options on it. Is there a way to get in with a leverage"
X Link 2025-07-24T14:32Z [--] followers, [---] engagements
"@zohmbastic Joining. This one is trading below cash. $PASG"
X Link 2025-07-25T14:10Z [--] followers, [--] engagements
"@GravityAnalyti1 Could u give us $SGMT please Rode it from [--] to [--] then exited but it seems ever stronger"
X Link 2025-07-26T22:42Z [--] followers, [--] engagements
"$NVDA Big hedge here"
X Link 2025-07-29T19:10Z [--] followers, [---] engagements
"Insanely high IV on $NET before earnings 240% on the weeklies. I think anyone who buys now loses even if they were right on direction Unless it moves by 15%. We'll see tomorrow. I'm selling some calls pure lotto tho"
X Link 2025-07-31T18:57Z [--] followers, [---] engagements
"$RKT Launch it πππ @Maximus_Holla"
X Link 2025-08-01T13:37Z [--] followers, [---] engagements
"Some nice cash that makes up a little for this crappy week's losses . $NET Insanely high IV on $NET before earnings 240% on the weeklies. I think anyone who buys now loses even if they were right on direction Unless it moves by 15%. We'll see tomorrow. I'm selling some calls pure lotto tho. https://t.co/zUFyWnPCxX Insanely high IV on $NET before earnings 240% on the weeklies. I think anyone who buys now loses even if they were right on direction Unless it moves by 15%. We'll see tomorrow. I'm selling some calls pure lotto tho. https://t.co/zUFyWnPCxX"
X Link 2025-08-02T00:50Z [--] followers, [--] engagements
"@houndcl This $CRDF"
X Link 2025-08-02T21:40Z [---] followers, [---] engagements
"@seedy19tron Hmmm . seems appropriate for $MRK to acquire $NKTR now I'm just saying "
X Link 2025-08-04T14:20Z [--] followers, [----] engagements
"@A_May_MD @hypergrowth102 Oh my what a jump u had on $ABVX Did u have 50% of ur portfolio on it Actually insane conviction paying off I'm in awe π«‘π«‘π«‘π«‘π«‘"
X Link 2025-08-04T23:09Z [--] followers, [----] engagements
"Following today's shit action on $BTBT I'm even more convinced that $GLXY is still the only headache-free Eth play @Maximus_Holla ya I ditched $DYNX last week and moved it to $GLXY. I think it's the least headache Eth play. @Maximus_Holla ya I ditched $DYNX last week and moved it to $GLXY. I think it's the least headache Eth play"
X Link 2025-08-07T18:04Z [--] followers, [---] engagements
"@Maximus_Holla Joining Not today tho as it's up 30% on earnings. $ALEC"
X Link 2025-08-08T18:47Z [--] followers, [----] engagements
"$ALEC It seems this is a momo stock that usually keeps going on for a few days on the way up. With double beat earnings and mid-Q4 catalyst it should keep going. Gap fills at [---] too. Plan is to go full-position on Monday (risking 1.85) and keep moving my SL as it moves up"
X Link 2025-08-09T14:56Z [--] followers, [--] engagements
"@zohmbastic Didn't even flinch $BMNR"
X Link 2025-08-12T13:27Z [--] followers, [---] engagements
"@zohmbastic It rejected the [----] level twice recently now at [----] If it holds it with open market volume I think it goes Also a catalyst like settlement on their Google/Samsung IP lawsuit would help a lot imo $CRNC"
X Link 2025-08-12T23:56Z [--] followers, [--] engagements
"@zohmbastic Squeeze begin at 20ish $RKT"
X Link 2025-08-13T14:38Z [--] followers, [--] engagements
"@A_May_MD Any position for you in $LXEO before LX-2020 interim data release"
X Link 2025-08-13T15:14Z [--] followers, [--] engagements
"@seedy19tron Was phase [--] results for Obe RA good Just imagine Obe being a blockbuster for UC RA and Crohn's $ABVX"
X Link 2025-08-14T00:04Z [--] followers, [----] engagements
"@A_May_MD @steve2bacon Any swinger would win being your mentor if you could just pay back with an $ABVX-like pick once a year"
X Link 2025-08-14T00:33Z [--] followers, [---] engagements
"$ABVX @byebyegoodguy @seedy19tron Just to get an idea of the potential value for Abivax. Orencia the only RA drug with a unique MOA besides Rituximab generates [--] billion in revenue each quarter almost exclusively from RA. If Obefazimod matches effectiveness (very possible) it could be very valuable. @byebyegoodguy @seedy19tron Just to get an idea of the potential value for Abivax. Orencia the only RA drug with a unique MOA besides Rituximab generates [--] billion in revenue each quarter almost exclusively from RA. If Obefazimod matches effectiveness (very possible) it could be very valuable"
X Link 2025-08-14T10:19Z [--] followers, [---] engagements
"@seedy19tron Wow I was researching this further and turns out Thomas Smith #1 Leerink Partners analyst according to TipRanks already saw that following $ABVX data hit on UC Src: https://www.investors.com/news/technology/abivax-stock-ulcerative-colitis-treatment/ https://www.investors.com/news/technology/abivax-stock-ulcerative-colitis-treatment/"
X Link 2025-08-14T11:54Z [--] followers, [---] engagements
"@A_May_MD @BowTiedBiotech Their last Q sales were 15B $LLY"
X Link 2025-08-19T11:11Z [--] followers, [---] engagements
"@seedy19tron I'd hate it for you if it squeezes and we launch without you. But always respect those who stick to their plans $SNDX"
X Link 2025-08-19T14:09Z [--] followers, [---] engagements
"@Andre_AGTC @A_May_MD Hmmm . I actually think you still need his bull takes Just [--] weeks ago you were thanking him for $ABVX which I believe was your best trade ever. Imo you're the one who should be grateful he hasn't blocked you He has every right to do so after all your dumb attacks on him"
X Link 2025-08-19T18:39Z [--] followers, [---] engagements
"@GravityAnalyti1 When the market is garbage we trade garbage . joining $CREG"
X Link 2025-08-20T23:33Z [--] followers, [--] engagements
"@semodough But doesn't APG777 have the same MoA as Dupi Doesn't this make Rezpeg the clear favorite in this comparison being the only IL-2 here @A_May_MD $APGE $NKTR $REGN"
X Link 2025-08-22T02:58Z [--] followers, [---] engagements
"$HIMS longs beware $NVO warming up to sue $HIMS for more than $1B. Court filings show Novo is demanding both the defendants revenues from copycat sales and compensation for its own lost sales. And $NVO is asking the court to triple above if the company has done it intentionally. $HIMS $NVO warming up to sue $HIMS for more than $1B. Court filings show Novo is demanding both the defendants revenues from copycat sales and compensation for its own lost sales. And $NVO is asking the court to triple above if the company has done it intentionally. $HIMS"
X Link 2025-08-22T20:24Z [--] followers, [---] engagements
"@seedy19tron If a buyout were to take place before the Crohn's readout I'm wondering how much of that will be priced in. Any ideas"
X Link 2025-08-24T05:27Z [--] followers, [---] engagements
"@Maximus_Holla @jfais20 MOFO I rode it from 3s to 5s and ditched it last month I mean I still don't know the buyout premium but we'll see . $SCPH"
X Link 2025-08-25T11:43Z [--] followers, [---] engagements
"@A_May_MD @charle77238 Hmm not even $CGEM Has your stance changed on them since you wrote about them last November"
X Link 2025-08-27T00:11Z [--] followers, [---] engagements
"@zohmbastic Exactly I'll either short or long depending how it holds here. I don't think the price stays in the 290s. But who knows we'll have to see. $MDB"
X Link 2025-08-27T19:00Z [--] followers, [--] engagements
"@zohmbastic Same here But I exited fully when I saw general market weakness. $ESTC calls were a disappointment tho AH run completely faded by open Good thing I sold the equity at 105"
X Link 2025-08-29T15:35Z [--] followers, [---] engagements
"@zohmbastic $AG [----] pcr $EXK 0.07"
X Link 2025-08-29T15:52Z [--] followers, [---] engagements
"@houndcl No insider buying tho so maybe they themselves weren't so sure idk $CYTK"
X Link 2025-08-30T15:13Z [--] followers, [---] engagements
"For hosting Cloudflare for domain name just try to find the best deal for the domain you want. While it's easier to just use [--] service provider you don't have to. Hostinger gives you both and is very easy to set up though not the best cost-wise. 1/2"
X Link 2025-08-30T23:16Z [--] followers, [---] engagements
"@A_May_MD @jeromeleonard5 @BiotechObserver Well lucky us It's sitting at half the price today with a September catalyst tho not a CD19 catalyst. Still doing my DD but think it'll be one of my bigger positions before the Lupus data in Q4. $CGEM"
X Link 2025-08-31T18:32Z [--] followers, [---] engagements
"@plainyogurt21 Tbh I find the trial design very reasonable especially considering CLN-978 is still in ph1 for all indications. A superior safety profile and a lower adoption bar make enrollment in future trials easier since SLE isn't v common. Love to hear what @A_May_MD thinks. $CGEM"
X Link 2025-09-01T23:25Z [--] followers, [--] engagements
"@seedy19tron @MelvinRiskMgmt @BioLeo90 Doing it starting today $CRNX"
X Link 2025-09-02T17:57Z [--] followers, [--] engagements
"@Maximus_Holla I'll play mostly with equity . I played equity with calls on $ESTC but its 30% AH run faded by next day. So too soon"
X Link 2025-09-03T14:07Z [--] followers, [----] engagements
"@zohmbastic These guys are on a lawsuit spree against big guys. Google Samsung and now Apple. Crucial they win those since their balance sheet isn't so great. Imo spending money on more lawsuits before winning their open ones is risky. $CRNC"
X Link 2025-09-04T21:31Z [--] followers, [--] engagements
"@A_May_MD I know you never touch options but just for fun since it's Friday and or beloved $NKTR and $ABVX have had a great week. You were almost certain that $ABVX will hit. If the stock was optionable would you have grabbed calls going into data"
X Link 2025-09-05T15:16Z [--] followers, [---] engagements
"@norriharb @JoseRestonVA @A_May_MD I found them pricy and fairly illiquid tho so make sure you know your greeks"
X Link 2025-09-05T16:07Z [--] followers, [--] engagements
"@seedy19tron For $CRNX what do you see the probability of approval is on the 25th My little DD says it's 99% π. I also listened to their last earnings call they were very assured they'll get it; they're working with the same FDA staff and so on. Any expectations for % upside on approval"
X Link 2025-09-06T23:32Z [--] followers, [---] engagements
"@dedwng Hey got a few questions about $CRNX - Do you think getting Paltu FDA approved will lift the curse on the stock and it sees 30% move I figured it should be huge since it'll be $CRNX's first approval. - How likely is an approval with clean label - PT after approval"
X Link 2025-09-08T00:48Z [--] followers, [---] engagements
"@Maximus_Holla I recently switched to Unusual Whales but I miss FlowAlgo's cleaner UI. I may switch back next month"
X Link 2025-09-09T17:00Z [--] followers, [--] engagements
"@Maximus_Holla Looks like buyer knows we're getting the rate cut $RKT"
X Link 2025-09-09T17:01Z [--] followers, [---] engagements
"@seedy19tron Regarding $CRNX Paltu not good enough given current valuation"
X Link 2025-09-10T19:09Z [--] followers, [----] engagements
"@A_May_MD It could still take some time imo. This market sees bad economic data and thinks yay we getting a rate cut But hope I'm wrong $XBI in triple digits is all I've ever wanted"
X Link 2025-09-11T12:47Z [--] followers, [---] engagements
"@btcbabey @A_May_MD It'll happen tho the buyout"
X Link 2025-09-11T14:22Z [--] followers, [---] engagements
"@DrMakaryFDA @semodough @US_FDA $CRNX Paltsu approval happening π₯³"
X Link 2025-09-12T22:03Z [--] followers, [---] engagements
"@A_May_MD I was waiting for it to hit the high 60s then go short. But maybe I don't wait that long $HIMS"
X Link 2025-09-13T00:28Z [--] followers, [---] engagements
"To piggyback on this idea of being burnt on a stock in the past I believe another case in point is $CYTK. I sympathize with those who got bought it in the 90s last year after data release hoping for a buyout only to see it trade back to the $30s. But . (1/2) $NKTR logged its 3rd straight double digit % increase following this news. IMO (remember - I'm biased) it is still not even close to properly re-rated. There is some bizarre psychology around being burnt on a stock in the past that prevents people from realizing the (IMO now $NKTR logged its 3rd straight double digit % increase following"
X Link 2025-09-15T00:56Z [--] followers, [---] engagements
"$CYTK is in a much a better place now after the recent impressive data release and the upcoming Dec 26th PDUFA. Also I like to think and hope Blum has learned his lesson But even if we put aside the possibility of a buyout it's trading at 1.5x its estimated peak sales (2/2)"
X Link 2025-09-15T00:59Z [--] followers, [---] engagements
"@Maximus_Holla $GOSS plz be my next $KALA π"
X Link 2025-09-16T15:21Z [--] followers, [---] engagements
"@houndcl @avidresearch Dear Blum Please cut this commercialization bullshit and sell $CYTK Sincerely $XBI investors"
X Link 2025-09-18T13:09Z [--] followers, [---] engagements
"There is your promised 60s ladies and gentlemen $NKTR @zohmbastic Tomorrow is the last day in the 50s. Mark my word $NKTR *If it doesn't happen I am deleting this tweet obviously. @zohmbastic Tomorrow is the last day in the 50s. Mark my word $NKTR *If it doesn't happen I am deleting this tweet obviously"
X Link 2025-09-18T20:46Z [--] followers, [----] engagements
"$CRNX PDUFA is next Thursday and nobody is talking about the name Is it already priced-in and approval is certain or maybe I'm not following people in the name"
X Link 2025-09-18T22:21Z [--] followers, [----] engagements
"@a_a_free PDUFA this Thursday and $CRNX price action is having another average biotech name price action day"
X Link 2025-09-22T14:53Z [--] followers, [----] engagements
"@A_May_MD Do you find $slno's list price ($466K / patient / year) reasonable from a payer reality pov Because this number conservatively projects $10B of yearly sales across US and EU"
X Link 2025-09-23T06:59Z [---] followers, [---] engagements
"@GravityAnalyti1 At the current price $28 not so much I considered getting some but the premiums indicated a 30% implied move. I figured the r/r isn't really worth. So far I'm right unless it goes even lower when market opens. $SRRK"
X Link 2025-09-23T12:50Z [--] followers, [---] engagements
"@Maximus_Holla No headache $PLUG"
X Link 2025-09-23T14:04Z [--] followers, [----] engagements
"Thanks for your attention to this matter $CRNX @a_a_free PDUFA this Thursday and $CRNX price action is having another average biotech name price action day @a_a_free PDUFA this Thursday and $CRNX price action is having another average biotech name price action day"
X Link 2025-09-23T14:51Z [--] followers, [---] engagements
"Also unlike this crap $SRRK that's almost green on the day it got a CRL $CRNX's Paltusotine for acromegaly is getting approved. Just hoping for a clean label is all"
X Link 2025-09-23T14:57Z [--] followers, [----] engagements
"$PLUG Crucial it holds this [----] level"
X Link 2025-09-23T16:49Z [--] followers, [---] engagements
"@A_May_MD @himshouse @LeeRosebush @SecKennedy $HIMS cult is losing followers imo. Been waiting for them to take it to high 60s so I can initiate a short position with a great R/R but that remains to be seen. They've been losing followers thanks to Adam being vocal about how highly overvalued the stock is"
X Link 2025-09-23T22:40Z [--] followers, [---] engagements
"@Sanctuary_Bio Wen do we get on a roller coaster for $LXEO"
X Link 2025-09-24T13:25Z [---] followers, [---] engagements
"@Sanctuary_Bio Seriously tho any thoughts on the upcoming LX2020 interim data (any day now) Or is LX2006 all that really matters for $LXEO"
X Link 2025-09-24T14:25Z [---] followers, [---] engagements
"MOFO At least give me time to build my full position $LXEO @Sanctuary_Bio Wen do we get on a roller coaster for $LXEO @Sanctuary_Bio Wen do we get on a roller coaster for $LXEO"
X Link 2025-09-24T16:55Z [---] followers, [---] engagements
"@seedy19tron Actually insane week Especially when you also consider the fact that $SRRK closed green on the day it got CRL π $CRNX PDUFA tomorrow $LRMR may report this week and who knows So ya more action left in the week for sure"
X Link 2025-09-25T01:03Z [--] followers, [----] engagements
"When was the last time $CRNX had good price action Feels like market hasn't yet rewarded biotechs focused on commercialization vs. M&A (looking at you Blum $CYTK). This PDUFA matters as $CRNX's first approval tho unlikey their most rev-gen drug until we see carcinoid data. Exited $CRNX - not really liking price action by end of day and AH Exited $CRNX - not really liking price action by end of day and AH"
X Link 2025-09-25T02:11Z [--] followers, [----] engagements
"Just like you shouldn't try to call the market top you shouldn't try to call its bottom"
X Link 2025-09-25T15:09Z [--] followers, [--] engagements
"Lfg $CRNX Also unlike this crap $SRRK that's almost green on the day it got a CRL $CRNX's Paltusotine for acromegaly is getting approved. Just hoping for a clean label is all. Also unlike this crap $SRRK that's almost green on the day it got a CRL $CRNX's Paltusotine for acromegaly is getting approved. Just hoping for a clean label is all"
X Link 2025-09-25T21:49Z [--] followers, [---] engagements
"Printola $CRNX Lfg $CRNX Lfg $CRNX"
X Link 2025-09-26T17:07Z [---] followers, [---] engagements
"@GravityAnalyti1 Congrats Top gainers"
X Link 2025-09-26T19:58Z [--] followers, [--] engagements
"@Sanctuary_Bio $LXEO"
X Link 2025-09-26T21:36Z [---] followers, [---] engagements
"Just did a quick DD with my quant (ChatGPT): Should've loaded on $MLTX puts Friday. If the data isn't released tomorrow morning I'll do it. I deeply doubt they achieve what they achieved in ph2 (29% HiSCR75 delta). Bime ph2 was almost double and that's all. Keeping it simple"
X Link 2025-09-28T09:11Z [--] followers, [----] engagements
"Not for long. It'll surpass this 3.7B mcap this year if AA readout hits. $NKTR $NKTR (old $INHL) has to be the best example of biotech value destruction. $3.7 billion of shareholder money has gone into this company which is now worth -$77 million it's almost impressive https://t.co/rY4FX9Dr7u $NKTR (old $INHL) has to be the best example of biotech value destruction. $3.7 billion of shareholder money has gone into this company which is now worth -$77 million it's almost impressive https://t.co/rY4FX9Dr7u"
X Link 2025-09-28T10:19Z [--] followers, [----] engagements
"@seedy19tron Hope $NKTR makes up for BVF π"
X Link 2025-09-28T17:22Z [--] followers, [---] engagements
"$BE [--] holla $BE [--] holla $BE [--] holla"
X Link 2025-09-30T19:08Z [--] followers, [---] engagements
"@A_May_MD @StockSavvyShay Aren't you just fascinated by their ability to claim everything is in $HIMS favor Even $NVO terminating the partnership"
X Link 2025-10-01T00:26Z [--] followers, [---] engagements
"@Taintslapp12283 Very smart You need a hedge against the summary judgement. If that clears we can go back to full-port $NKTR"
X Link 2025-10-01T17:20Z [--] followers, [---] engagements
"@zohmbastic @Maximus_Holla Come on Zohm we all know your account is $100M Share your daily gain in cash so we see π"
X Link 2025-10-02T20:59Z [--] followers, [--] engagements
"You can't make this up $NKTR a very very likely 2L for AD sitting at 1B mcap Sometimes it's just that easy. $ABCL ole my your telling me they have Phase [--] OX40 for AD & MCAP [---] Billion - then $NKTR $CRVS way undervalued $ABCL ole my your telling me they have Phase [--] OX40 for AD & MCAP [---] Billion - then $NKTR $CRVS way undervalued"
X Link 2025-10-03T00:50Z [--] followers, [----] engagements
"@Taintslapp12283 So $NKTR is my bro"
X Link 2025-10-03T22:48Z [--] followers, [---] engagements
"@houndcl Now show me $4 $PALI"
X Link 2025-10-06T04:34Z [---] followers, [----] engagements
"@bioinvestor24 @RNAiAnalyst Sure asts Geniuses like you believe that big pharma companies never make mistakes. Soon enough you will see $LLY saying to $NKTR:"
X Link 2025-10-06T06:18Z [--] followers, [--] engagements
"$ABVX is trading in the 80s (up from [--] less than [--] months ago) while a buyout is expected (and will happen btw) at more than [---] and you say the hype is a bit much Ok Ill say it your inability to value things is a bit much. $abvx Ok Ill say it; a 10% clinical remission delta to placebo in patients who failed advanced therapies is not earth shattering or ground breaking. 23% in responders to advanced therapies isnt either especially with the low placebo. Don't get me wrong the drug works is good https://t.co/oXALItSKK9 $abvx Ok Ill say it; a 10% clinical remission delta to placebo in patients"
X Link 2025-10-06T08:22Z [---] followers, [----] engagements
"@Sanctuary_Bio Ya if $CYTK were to go out for such meh premium I'd actually rather hold it LT"
X Link 2025-10-09T13:23Z [---] followers, [---] engagements
"$OKLO Price action today shows why you shouldn't hedge the market overall by buying shitco puts"
X Link 2025-10-10T18:30Z [---] followers, [--] engagements
"@pennycheck Wow Any updates on $LUNR deal"
X Link 2025-10-13T16:14Z [---] followers, [---] engagements
"@A_May_MD @semodough About $ABVX's Obe given its stellar safety demonstrated in UC how low does its remission delta have to be in CD readout and still compete for a large share in 1L in that indication"
X Link 2025-10-14T23:13Z [---] followers, [---] engagements
"@pennycheck @spac_insider Unfortunately the market is treating it as any other quantum name Down 14% today. Needs an earnings report or a PR on Nvidia partnership to go"
X Link 2025-10-16T20:25Z [---] followers, [---] engagements
"This can't be good right Especially combined with the fact that $CRVS is the 3rd most picked Bio Squid Games. $CRVS $NKTR $KYMR $CRVS is cancelling all previously planned conference attendances including presentation at the J.P. Morgan Healthcare Conference on Monday Jan 12th $CRVS is cancelling all previously planned conference attendances including presentation at the J.P. Morgan Healthcare Conference on Monday Jan 12th"
X Link 2026-01-05T14:04Z [---] followers, [----] engagements
"@GravityAnalyti1 Taking chart requests If so $ARCV please. Trading at [----] with a cash/sh of 4.77"
X Link 2025-07-09T15:10Z [---] followers, [--] engagements
"@pnani456 As long as no negative news come out this will keep grinding up daily as investors get more and more assured VP won't do anything to $SRPT. As a conservative estimate I think we see $30 by end of Sept imo"
X Link 2025-08-13T15:04Z [---] followers, [---] engagements
"@Maximus_Holla wen [--] $SRPT"
X Link 2025-08-13T15:19Z [---] followers, [---] engagements
"@DueDoctor Now I'm hoping it overreacts tomorrow in the opposite direction 13% SI $CYTK"
X Link 2025-09-02T02:57Z [---] followers, [---] engagements
"@A_May_MD Why The longer the wait the higher the bidding pressure"
X Link 2025-09-05T16:49Z [---] followers, [---] engagements
"@seedy19tron @Maximus_Holla This you Seedy"
X Link 2025-09-08T14:14Z [---] followers, [---] engagements
"@zohmbastic Their first partnership PR said up to $2.1B in milestones 17.5M isn't even 1% of that π
$XLO $GILD"
X Link 2025-09-09T12:43Z [---] followers, [---] engagements
"@Maximus_Holla Wow Very cheap premium for the number of catalysts Will be getting some Monday. $CTMX"
X Link 2025-09-26T21:53Z [---] followers, [---] engagements
"@dedwng Hope they disclose the obesity candidates very early in Q4 while the name has momo $CRNX"
X Link 2025-09-27T22:47Z [---] followers, [---] engagements
"I had a GREAT September I think +50% MTD. Mostly thanks to: - $CYTK (binary data) - $CRNX (binary pdufa) - $NKTR (potential competitor drug failing/mkt finally waking up). Now I'm in $LRMR tiny position calls only but would be cool to finish September 3/3 binaries @A_May_MD the funny thing was that sept has been heavily biased + You could have no-brained long all major catalysts and still done well if you actually underperformed in sept i dont know what to tell you @A_May_MD the funny thing was that sept has been heavily biased + You could have no-brained long all major catalysts and still"
X Link 2025-09-28T23:24Z [---] followers, [----] engagements
"@houndcl Bet you didn't have this on bingo card That is a lot of cash $GMAB $MRUS"
X Link 2025-09-29T05:45Z [---] followers, [---] engagements
"Of all the biotech drama this morning (and yesterday I guess) the only name I'm feeling sorry for is $IOBT. Just unlucky . Literally could've been a rounding error. Luckily NP"
X Link 2025-09-29T12:38Z [---] followers, [---] engagements
"Big upgrades. Now show me r/g damn it $CRNX Piper Sandler reiterated $CRNX Overweight-$97 and said: Following PALSONIFY's FDA approval we hosted a UK endocrinologist KOL with deep knowledge of the acromegaly space as he practices at a large center with [---] acromegaly patients. Ultimately the doc views oral QD PALSONIFY Piper Sandler reiterated $CRNX Overweight-$97 and said: Following PALSONIFY's FDA approval we hosted a UK endocrinologist KOL with deep knowledge of the acromegaly space as he practices at a large center with [---] acromegaly patients. Ultimately the doc views oral QD PALSONIFY"
X Link 2025-09-29T14:25Z [---] followers, [---] engagements
"@A_May_MD Great to hear I share the top [--] positions with the π Was gonna exit $QURE around 100% ($68 for me) but I'll reconsider. Any thoughts on $CRNX btw They got Palsonify approved last week"
X Link 2025-09-29T19:14Z [---] followers, [---] engagements
"@Prof_Oak_ $CGEM's CD19xCD03 is a T cell engager actually"
X Link 2025-09-30T06:20Z [---] followers, [---] engagements
"$CTMX 52-week high"
X Link 2025-10-01T14:02Z [---] followers, [---] engagements
"Ive been meaning to tweet this for a while but kept forgetting. Right after $NKTR released REZOLVE-AD ph2b data H.C. Wainwright and BTIG reiterated BUY ratings with $120 and $100 PTs respectively. Keep in mind this was before: 1- The $LLY lawsuit progress 2- $SNYs amlitelimab ph3 failure 3- Rezpegs deepening efficacy at [--] weeks Yall arent ready for whats coming. Biotwitter hasnt thanked you enough GOAT @A_May_MD"
X Link 2025-10-01T23:37Z [---] followers, [----] engagements
"@Maximus_Holla I've had these calls lotto size since pdfua catalyst and so I've seen them go to zero on CRL. Would be very interesting to see them come back to life $SRRK"
X Link 2025-10-08T06:09Z [---] followers, [---] engagements
"$CGEM Either 13G or Form [--] for that vol block after market close. Lupus data H1 [----] massively undervalued for CLN-978's (CD19xCD3 TCE) potential and balance sheet. NP for me yet kept waiting because it just kept going lower and lower for no reason except the lack of catalysts (or simply being a biotech company lol). Will take a small starter today 10%. I'd rather avg up than watch it go down"
X Link 2025-10-08T19:06Z [---] followers, [---] engagements
"@Maximus_Holla Was beaten down in PM (-10% or so) the fact it recovered during the day is a good sign. $PLUG"
X Link 2025-10-09T22:46Z [---] followers, [---] engagements
"@threadanddoc @A_May_MD Can we say $NKTR is worth more than $ABCL I know it's the same but you know "
X Link 2025-10-10T22:29Z [---] followers, [---] engagements
"$CGEM Form [--] About $10M worth. https://www.sec.gov/Archives/edgar/data/1746376/000090266425004379/xslF345X05/ownership.xml $CGEM Either 13G or Form [--] for that vol block after market close. Lupus data H1 [----] massively undervalued for CLN-978's (CD19xCD3 TCE) potential and balance sheet. NP for me yet kept waiting because it just kept going lower and lower for no reason except the lack of https://t.co/D3OIHjSvel https://www.sec.gov/Archives/edgar/data/1746376/000090266425004379/xslF345X05/ownership.xml $CGEM Either 13G or Form [--] for that vol block after market close. Lupus data H1 2026"
X Link 2025-10-10T23:30Z [---] followers, [---] engagements
"$ABVX We may see triple digits today"
X Link 2025-10-13T09:29Z [---] followers, 10.8K engagements
"@JaguarAnalytics @kittiecougar99 Upcoming catalysts $ATAI"
X Link 2025-10-14T17:14Z [---] followers, [---] engagements
"@Biotenic hey would love to hear your thoughts on $IOBT now following their trial results FDA meeting and their new trial. Stock valuation-wise your bearish stance proved on point. But now they proved their drug is active what's your outlook on the name"
X Link 2025-10-16T10:55Z [---] followers, [---] engagements
"@seedy19tron Would be biiiiiig if we get +200% Q/Q. $SLNO"
X Link 2025-10-20T16:17Z [---] followers, [----] engagements
"@MARKETCOMACC @Maximus_Holla They're assuming there won't be a rate cut for October"
X Link 2025-10-22T14:13Z [---] followers, [--] engagements
"Ladies and gentlemen $NKTR is officially a cult stock These kinds of "estimates" are exactly like ones done by $HIMS followers. But hey as long as $NKTR is undervalued (and I'm long ofc ya retards) I'm okay with that. $NKTR the annual global Asthma market is $40B. Add another $20B for Dupixent. There is a non-zero possibility that REZPEG takes out both for a potential $60B in annual revenue. Back of the napkin in [--] years. Throw 3x p/s ratio = $180B market cap potential. Or 180x from here. $NKTR the annual global Asthma market is $40B. Add another $20B for Dupixent. There is a non-zero"
X Link 2025-10-22T18:11Z [---] followers, [----] engagements
"@dedwng Loading calls on market open. $CRNX's Management never overstate in their PRs. I'm sure it'll be big"
X Link 2025-10-23T12:39Z [---] followers, [---] engagements
"@houndcl They did it too soon imo"
X Link 2025-10-23T13:45Z [---] followers, [--] engagements
"All to get liquidated when Trump tweets. My view of the world https://t.co/vyfVbP7TLx My view of the world https://t.co/vyfVbP7TLx"
X Link 2025-10-24T16:16Z [---] followers, [--] engagements
"Any rumors on $SLNO Because they report earnings Nov 4th AMC. I think they kick Scorpion's ass hard with a +200% Q/Q rev increase. That would take the share price back to high 80s if not more. Aren't they better off negotiating then They might've disclosed Q3 rev with a bidder tho"
X Link 2025-10-26T00:34Z [---] followers, [---] engagements
"@Se19edy @FinancialTimes @mroliverbarnes @JFK_America @hannahkuchler @Biotenic If $PTGX happens WSJ would be on a 100% excluding $CYTK (very very special case imo). Think I'll get some $PTGX calls tmrw"
X Link 2025-10-27T01:50Z [---] followers, [---] engagements
"$LXEO 13G Ra 5M 6.9% @A_May_MD @Sanctuary_Bio https://www.sec.gov/Archives/edgar/data/1907108/000134682425000027/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1907108/000134682425000027/xslSCHEDULE_13G_X01/primary_doc.xml"
X Link 2025-10-27T20:09Z [---] followers, [---] engagements
"To hold $NTLA you're either too big too dumb or why not both"
X Link 2025-10-28T17:18Z [---] followers, [----] engagements
"@jfais20 $SLNO earnings next week Scorpion will lose a great deal of their credibility"
X Link 2025-10-29T19:37Z [---] followers, [---] engagements
"@LEAPTRADER_ @grok IS THIS REAL"
X Link 2025-10-29T21:32Z [---] followers, [--] engagements
"@houndcl Hey any thoughts on $TECX data https://finviz.com/news/209824/tectonic-therapeutic-announces-positive-topline-data-from-phase-1b-part-b-clinical-trial-for-tx45-in-patients-with-group-2-pulmonary-hypertension-in-hfref https://finviz.com/news/209824/tectonic-therapeutic-announces-positive-topline-data-from-phase-1b-part-b-clinical-trial-for-tx45-in-patients-with-group-2-pulmonary-hypertension-in-hfref"
X Link 2025-10-30T04:39Z [---] followers, [---] engagements
"Anybody knows why $TECX gapped down on Sept 2nd I found nothing"
X Link 2025-10-30T08:53Z [---] followers, [---] engagements
"@bigpharmaguy I think $AZN ph2 data (to be released any day now) is the real catalyst"
X Link 2025-10-30T15:45Z [---] followers, [---] engagements
"@A_May_MD @MeadowCapital I mean . The fact that $NVO made a bid to $MTSR (which already accepted an acquisition offer) and NOT $VKTX is very telling"
X Link 2025-10-30T20:20Z [---] followers, [---] engagements
"@Banana_Oncology @Aaron51687924 @avidresearch @MysteriousMole1 When is the IL2 readout $XLO"
X Link 2025-10-31T12:18Z [---] followers, [---] engagements
"@dedwng Wen obesity candidates $crnx"
X Link 2025-10-31T15:14Z [---] followers, [--] engagements
"@Banana_Oncology Nah that's how I'll be looking at @A_May_MD when the buyout happens"
X Link 2025-10-31T15:49Z [---] followers, [---] engagements
"$NVO $PFE $MTSR"
X Link 2025-10-31T20:40Z [---] followers, [---] engagements
"@Investorclimber Nice Looking forward to $IOBT"
X Link 2025-11-02T20:45Z [---] followers, [---] engagements
"@bigpharmaguy Agreed. Reminds me of $CRNX's management"
X Link 2025-11-04T22:18Z [---] followers, [---] engagements
"Loading $SLNO at [--] here"
X Link 2025-11-04T22:18Z [---] followers, [---] engagements
"Awful week to be a biotech investor. $XBI $BBC"
X Link 2025-11-05T14:45Z [---] followers, [---] engagements
"$NVO we need a bidding for $ABVX once they receive a buyout offer. $20B is doable imo"
X Link 2025-11-08T05:18Z [---] followers, [----] engagements
"Love $SLNO and own shares. But tbf $CRNX has multiple rare-disease assets in their pipeline. Imo $CRNX may just be as undervalued as $SLNO. I don't think this valuation comparison makes sense. $SLNO how cheap is $SLNO - well for comparison look at $CRNX [--] billion Mcap & in [----] Baird has [--] million in revenue but losing 5+ in earnings - not knock on $CRNX but trying to show EXTREME disconnect with $SLNO share price &PROFITABILITY $SLNO how cheap is $SLNO - well for comparison look at $CRNX [--] billion Mcap & in [----] Baird has [--] million in revenue but losing 5+ in earnings - not knock on $CRNX"
X Link 2025-11-08T15:24Z [---] followers, [---] engagements
"@Maximus_Holla Is that $80 a share Why is that when it's trading sub [--] $ASST"
X Link 2025-11-08T20:15Z [---] followers, [---] engagements
"$NKTR Thank you all who shared their opinions on the asthma and crossover data. But let's be real we all know that we're all still waiting for that one man to say what he thinks"
X Link 2025-11-09T08:31Z [---] followers, [----] engagements
"Should $NTLA trade down on this π€π€π€π€π€ https://x.com/charle77238/status/1987907835943124992 @GeneInvesting This $NTLA narrative just gets crazier.@adam https://t.co/9nnaKxmVzG https://x.com/charle77238/status/1987907835943124992 @GeneInvesting This $NTLA narrative just gets crazier.@adam https://t.co/9nnaKxmVzG"
X Link 2025-11-10T16:02Z [---] followers, [----] engagements
"I don't feel comfortable about my $VKTX position now. Will move SL up. $VKTX Even an ultra conservative 5% market share from the obesity pie equals billions of dollars of revenues over time. Take a look at how different Statin drugs faired in revenues over time. For reference purposes look at the Statin class. There were roughly six plus https://t.co/CjNRXsMCyf $VKTX Even an ultra conservative 5% market share from the obesity pie equals billions of dollars of revenues over time. Take a look at how different Statin drugs faired in revenues over time. For reference purposes look at the Statin"
X Link 2025-11-12T15:31Z [---] followers, [---] engagements
"@dedwng Adjusted for deflation"
X Link 2025-11-12T17:18Z [---] followers, [--] engagements
"I know you're just like Marc (don't control what BP does XD) but do you think BP could flirt with a ph2 asset especially in a market as big as AD I mean they have done so many times in the past but recently $MTSR aside seems they've been mostly risk-averse. If Rezpeg repeated its ph2b efficacy in ph3 bidding could start at as high as +12B imo. Seems like too much of a price to avoid a "somewhat low" risk"
X Link 2025-11-14T15:00Z [---] followers, [----] engagements
"@seedy19tron If $CELC and $SLNO get bought Avoro is sending you an offer"
X Link 2025-11-14T22:48Z [---] followers, [---] engagements
"I like the $XBI Feb 130c for $2.00 here. They cover JPMorgan ABVX buyout (I think) and another pfe nvo mtsr story (I hope)"
X Link 2025-11-17T15:42Z [---] followers, [---] engagements
"@badinvestor99 What about $CELC"
X Link 2025-11-17T23:40Z [---] followers, [---] engagements
"@avidresearch @seedy19tron They're ruling out approval based on data but not thinking it could actually happen because it met primary endpoint and unmet needs. $AGIO"
X Link 2025-11-19T14:15Z [---] followers, [---] engagements
"Hey big pharma for every buyout you do $ABVX becomes 10% more expensive for you. Something to think about"
X Link 2025-11-20T14:44Z [---] followers, [---] engagements
"$ABVX $HIMS You guys it's all the same trade really. Just reverse the direction. @A_May_MD"
X Link 2025-11-20T18:45Z [---] followers, [----] engagements
"@houndcl 70% would be 16B I don't see any other BP outbidding LLY there"
X Link 2025-11-20T19:10Z [---] followers, [--] engagements
"@seedy19tron Regarding $OVID how much downside you think if KCC2 data was meh I'm thinking 10-15% max"
X Link 2025-11-20T19:27Z [---] followers, [----] engagements
"@PersimmonTI @PCM_bio Disowned"
X Link 2025-11-20T20:03Z [---] followers, [--] engagements
"$NKTR & $CYTK traded like shitcos today πΆβ"
X Link 2025-11-20T21:08Z [---] followers, [----] engagements
"@Investorclimber PSS is probably the biggest fraud in biotechs. The man wants to treat cancer just by explaining the MoA of his drug. $IBRX"
X Link 2025-11-21T13:48Z [---] followers, [---] engagements
"$CELC has been trading as if something is up"
X Link 2025-11-21T16:10Z [---] followers, [----] engagements
"$CELC [---] @seedy19tron What's going on here π $CELC has been trading as if something is up $CELC has been trading as if something is up"
X Link 2025-11-21T17:04Z [---] followers, [----] engagements
"@A_May_MD If he gets fired I imagine $QURE jumps to 50s instantly"
X Link 2025-11-21T21:29Z [---] followers, [---] engagements
"@A_May_MD The political tailwinds are starting to kick in as you prophesied sirπ«‘ $QURE"
X Link 2025-11-22T01:32Z [---] followers, [---] engagements
"@PersimmonTI $CYTK"
X Link 2025-11-23T20:45Z [---] followers, [---] engagements
"$NVO Evoke fails. The downfall continues as the stock is down 12% in pre-market"
X Link 2025-11-24T11:32Z [---] followers, [---] engagements
"@PersimmonTI So I guess $CYTK is your 3rd largest position"
X Link 2025-11-24T19:23Z [---] followers, [---] engagements
"@BiotechDodo Dude we've been making 52-week highs for a month now $XBI"
X Link 2025-11-24T21:05Z [---] followers, [--] engagements
"What a day Probably a record aside from the day $ABVX did the impossible. Thanks to $CGEM and $ABVX mostly today"
X Link 2025-11-24T21:12Z [---] followers, [---] engagements
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