# ![@cluelessbio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1982026683357257729.png) @cluelessbio Cluelessbio

Cluelessbio posts on X about $crvs, $nktr, $kymr, $apge the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1982026683357257729/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982026683357257729/c:line/m:interactions.svg)

- [--] Week [------] -9.90%
- [--] Month [------] +117%

### Mentions: [--] [#](/creator/twitter::1982026683357257729/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982026683357257729/c:line/m:posts_active.svg)

- [--] Week [--] -47%
- [--] Month [--] +23%

### Followers: [---] [#](/creator/twitter::1982026683357257729/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982026683357257729/c:line/m:followers.svg)

- [--] Week [---] +9.30%
- [--] Month [---] +86%

### CreatorRank: [---------] [#](/creator/twitter::1982026683357257729/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982026683357257729/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  16% [finance](/list/finance)  14% [social networks](/list/social-networks)  1% [technology brands](/list/technology-brands)  1% [fashion brands](/list/fashion-brands)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[$crvs](/topic/$crvs) 25%, [$nktr](/topic/$nktr) #37, [$kymr](/topic/$kymr) 10%, [$apge](/topic/$apge) #7, [target](/topic/target) 5%, [what is](/topic/what-is) 4%, [$tlph](/topic/$tlph) 4%, [in the](/topic/in-the) 3%, [data](/topic/data) 3%, [$abvx](/topic/$abvx) 3%

**Top accounts mentioned or mentioned by**
[@hothomaswphelps](/creator/undefined) [@amaymd](/creator/undefined) [@seedy19tron](/creator/undefined) [@bussinbiotech](/creator/undefined) [@solariumearth](/creator/undefined) [@bayareabiotechi](/creator/undefined) [@financebully](/creator/undefined) [@wexcapital](/creator/undefined) [@anotherkoreanx](/creator/undefined) [@researchpulse1](/creator/undefined) [@bluewintermgmt](/creator/undefined) [@zethedeuce](/creator/undefined) [@biohazard3737](/creator/undefined) [@plainyogurt21](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@anthonystaj](/creator/undefined) [@tallnfat](/creator/undefined) [@meangenebio](/creator/undefined) [@archimedes20311](/creator/undefined) [@profoak](/creator/undefined)

**Top assets mentioned**
[Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Abivax SA (ABVX)](/topic/$abvx) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Context Therapeutics Inc. (CNTX)](/topic/$cntx) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [PepGen Inc. (PEPG)](/topic/$pepg) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Novartis AG (NVS)](/topic/novartis) [Cytokinetics Inc. (CYTK)](/topic/$cytk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$kymr $nktr $crvs $apge For anyone interested in atopic derm this is a nice overview of placebo responses in ad. https://ascpt.onlinelibrary.wiley.com/doi/10.1002/psp4.70150 https://ascpt.onlinelibrary.wiley.com/doi/10.1002/psp4.70150"  
[X Link](https://x.com/cluelessbio/status/2000157748374405328)  2025-12-14T10:55Z [---] followers, 11.7K engagements


"$crvs $nktr $kymr $apge I have a sizeable position in crvs but not interested in pumping. Also dont believe I influence the market. So I want to openly discuss risks here. Maybe too obvious to biotech finance professionals but I am retail investor who learns along the way. 🧵"  
[X Link](https://x.com/cluelessbio/status/2006328431449866365)  2025-12-31T11:35Z [---] followers, [----] engagements


"$crvs $kymr expanding on my SQL DILI post I asked pDILI_v1: A Web-Based Machine Learning Tool for Predicting Drug-Induced Liver Injury (DILI) Integrating Chemical Space Analysis and Molecular Fingerprints published [----] and for free for DILI risk assessment of SQL 🧵 [--]. Risk: idiosnyc. risk for heart and liver. Focus on liver. Among the thousand+ fda approved oral drugs the combination of molecular weight 400-600 logP3 daily dose [---] mg liver metabolism [--] % has a PPV of [--] % for severe DILI (=Hys law case). $crvs SQL is all that [--]. Risk: idiosnyc. risk for heart and liver. Focus on liver."  
[X Link](https://x.com/cluelessbio/status/2006691103513211251)  2026-01-01T11:36Z [---] followers, [----] engagements


"$apge $syre $orka Opinion on XR clones from paragon companies. I am a practicing rheumatologist and I would not be comfortable prescribing bDMARDs with a very long half life except for IL23i. 🧵"  
[X Link](https://x.com/cluelessbio/status/2011019512418861436)  2026-01-13T10:16Z [---] followers, [----] engagements


"$kymr $crvs Risk for idiosyncratic toxicity like severe DILI (see tolebrutinib as recent example) is not known to be lower for degraders compared to other small molecules. It is truly a new class without a single approved drug. Saying that KT-621 is derisked is a stretch. 🧵"  
[X Link](https://x.com/cluelessbio/status/2014426349134401835)  2026-01-22T19:54Z [---] followers, [---] engagements


"In SQL phase 1b trial AA were over represented and Whites were under represented. Maybe it is a lucky/unlucky coincidence that the Th1 heavy AD was likely under represented but it makes the efficacy signal less reliable for a drug that skews towards Th1 imo. 2/3"  
[X Link](https://x.com/cluelessbio/status/2015902027079975406)  2026-01-26T21:37Z [---] followers, [----] engagements


"@HOThomasWPhelps True. But works in psoriasis alopecia areata cutaneous manifestation of lupus atopic derm. seems broad. Think it is likely to work in a meaningfull population"  
[X Link](https://x.com/cluelessbio/status/2016155779645014090)  2026-01-27T14:26Z [---] followers, [---] engagements


"Here is my $nktr bear thesis and what I believe is the reason why it stayed so cheap after the rezolve AD data last june. A 38yo woman died of a heart attack in the escape arm. The death was attributed to multiple risk factors not to rezpeg. See fine print below. 1/4"  
[X Link](https://x.com/cluelessbio/status/2018412822208684148)  2026-02-02T19:54Z [---] followers, [----] engagements


"@A_May_MD Across the [---] patient-years (propably a bit less) or [----] or so patients exposed to rezpeg there were [--] MI (SLE 52yo male and the young woman). [--] MIs in [---] patient-years is in line with expectations like with Dupi. 1/"  
[X Link](https://x.com/cluelessbio/status/2018434112181117281)  2026-02-02T21:19Z [---] followers, [----] engagements


"@AnotherKoreanX Thanks for sharing. So buyout after maintenance it is. That is too far out for most so I expect the stock to do nothing/go down for months and when data are pre announced stock will jump [--] %. Same happened with $crvs. Same will happen with $nktr imo"  
[X Link](https://x.com/cluelessbio/status/2019373313592840359)  2026-02-05T11:31Z [---] followers, [----] engagements


"$nktr Rezpeg story has some similarities to pembro and PD-1 class in general. Initially low priority and almost shelved by Merck because response rates were modest MOA unconventional. Only BMS showing durability of PD1 responses sparked new interest. 1/2"  
[X Link](https://x.com/cluelessbio/status/2021304914677281134)  2026-02-10T19:27Z [---] followers, [----] engagements


"Lilly shelved rezpeg because of modest initial results and missed durability and deepening. But thats what matters in a non-lethal life long condition. Lilly isnt all knowing just like Merck initially missed the potential of pembro. Big pharma too focused on short term. 2/2"  
[X Link](https://x.com/cluelessbio/status/2021304917793690066)  2026-02-10T19:27Z [---] followers, [---] engagements


"@ResearchPulse1 Not so familiar with GLP1 space. If I may ask and free ride on your research: when is oral sema+snac off patent or when do you expect legitimate generics to enter the market"  
[X Link](https://x.com/cluelessbio/status/2022324801054933443)  2026-02-13T14:59Z [---] followers, [---] engagements


"$nktr $crvs Long thread that explains mechanistically and empirically why rezpeg is the most elegant and likely safest approach to controlling Th2 driven diseases. Starting with worms. 1/13"  
[X Link](https://x.com/cluelessbio/status/2015116463447687644)  2026-01-24T17:36Z [---] followers, 10.1K engagements


"$apge $nktr From the current apge corp presentation: 1/2"  
[X Link](https://x.com/cluelessbio/status/2022068852755247560)  2026-02-12T22:02Z [---] followers, [----] engagements


"@BlueWinterMgmt @A_May_MD @zethedeuce Imo ritle derisks ebv lymphoma risk somewhat but not enough for me to not worry about it. EBV lymphoma risk correlates better with ciclo AUC than trough/peak levels so sql BID will be worse than ritle. No EBV viral load increase in PTCL on sql also encouraging so far though"  
[X Link](https://x.com/cluelessbio/status/2022813728668848389)  2026-02-14T23:22Z [---] followers, [--] engagements


"$kymr Efficacy in line with Dupi. So when it enters the AD market it will compete with Dupi biosimilar and only differentiator is being oral 2L same MOA as Dupi makes no sense. [--] billion mc why"  
[X Link](https://x.com/cluelessbio/status/1998025872000032813)  2025-12-08T13:44Z [--] followers, [---] engagements


"$crvs I am a retail investor who invests for fun and some profit (sometimes). I am long crvs because -seq active in ad and will become clear to everyone in january -if safety becomes a concern it can fall back on oncology with potential in ptcl and solid tumors"  
[X Link](https://x.com/cluelessbio/status/1999054950257578014)  2025-12-11T09:53Z [---] followers, [---] engagements


"$crvs ASH data for rr TCL were good imo. mOS on seq was [--] months. Belinostat mOS [--] months. Pralatrexat mOS [--] months. Traditional chemo mOS [--] months. Seq well tolerated oral. Others severly decrease QOL. TCL market size 2030: [--] billion $. Miller calls data phenomenal"  
[X Link](https://x.com/cluelessbio/status/1999089508021833783)  2025-12-11T12:10Z [--] followers, [---] engagements


"@HOThomasWPhelps So far the market is preventing crvs from developing this potential. Same thing happened to $abvx with obefazimod. Crvs needs a very strong rerating soon. If it doesnt happen big pharma needs to take over I agree. Too much money is trapped in me-too/me-similar drugs"  
[X Link](https://x.com/cluelessbio/status/1999394916636721205)  2025-12-12T08:24Z [---] followers, [---] engagements


"$crvs If safety is a concern (like it is for me) might be helpfull to look at ritlecitinib (Litfulo Pfizer). Covalently binds ITK with [--] % target occupancy at fda approved dose of [--] mg. Additionaly it inhibits Jak3 and other TEC kinases like BTK Was safe enough for fda 🤷♂"  
[X Link](https://x.com/cluelessbio/status/1999421643861688583)  2025-12-12T10:10Z [---] followers, [----] engagements


"@Biohazard3737 @A_May_MD @plainyogurt21 Wasnt asked but may I ask back Doesnt Litfulo from Pfizer provide us with best safety info on soquelitinib Covalently binds ITK with [--] % target occupancy plus Jak3 and other TEC kinases at fda approved doses. SQL should be even safer than Litfulo. Would love feedback 🙏"  
[X Link](https://x.com/cluelessbio/status/1999430384220786798)  2025-12-12T10:45Z [---] followers, [---] engagements


"$crvs $nktr $apge UCB presented very impressive phase 2a results for galvokimig bispecific Il17/13i with [--] % reaching EASI90 vs [--] % placebo at [--] weeks. Validates SQL mechanism of inhibiting both th2 and th17 https://www.ucb.com/newsroom/press-releases/article/ucb-announces-successful-first-in-patient-trial-for-galvokimig-in-moderate-to-severe-atopic-dermatitis-at-eadv https://www.ucb.com/newsroom/press-releases/article/ucb-announces-successful-first-in-patient-trial-for-galvokimig-in-moderate-to-severe-atopic-dermatitis-at-eadv"  
[X Link](https://x.com/cluelessbio/status/1999588797911089286)  2025-12-12T21:14Z [---] followers, [----] engagements


"should add $kymr"  
[X Link](https://x.com/cluelessbio/status/1999590609573568603)  2025-12-12T21:22Z [---] followers, [---] engagements


"If that is the future of AD treatment it remains to be seen if ITK inhibition offers meaningfull benefit over bispecifics. Maybe @HOThomasWPhelps could help here"  
[X Link](https://x.com/cluelessbio/status/1999593539831803981)  2025-12-12T21:33Z [---] followers, [---] engagements


"@SolariumEarth Rezpeg EASI90 delta over placebo at week 16: 10-15 % Galvokimib EASI90 delta over placebo at week 12: [--] % This is Upa [--] mg level efficacy and exceeds Lebri and Dupi. Could also have less occular issues"  
[X Link](https://x.com/cluelessbio/status/1999845416137875696)  2025-12-13T14:14Z [---] followers, [---] engagements


"@SolariumEarth Phase 2b on its way. People at UCB know what they are doing. NP in UCB btw. Drug looks extremely effective. If it comes with safety profile similar Bim+Dupi (worst case) would be big. Nobody on bioX talks about it. It is a shame because lots of talk on $nktr $crvs $kymr $apge"  
[X Link](https://x.com/cluelessbio/status/1999850354087698613)  2025-12-13T14:34Z [---] followers, [---] engagements


"@hannibalspeaks [--] % EASI75 at week [--] is pretty good though. Think is pretty suggestive of drug effect. But placebo would have been nice"  
[X Link](https://x.com/cluelessbio/status/2000155722575683893)  2025-12-14T10:47Z [---] followers, [---] engagements


"@BayAreaBiotechI Depletion is not associated with positive outcome in rATG T1D trial t cell exhaustion markers are which respond nicely to SAB124. Still efficacy of rATG vs hATG in transplant vs aplasia is an enigma to me. Thats why I passed on $SABS"  
[X Link](https://x.com/cluelessbio/status/2000656619219378315)  2025-12-15T19:58Z [---] followers, [---] engagements


"@anthonystaj @BayAreaBiotechI The redosing argument is a good one but first the first dose needs to work on its own for [--] months (). Cant be dosed higher than low dose rATG because high dose rATG was tried and failed. Why does horse ATG not work in gvhd but in aplasie and vice versa for rATG"  
[X Link](https://x.com/cluelessbio/status/2000772102509474243)  2025-12-16T03:36Z [---] followers, [---] engagements


"$crvs $nktr"  
[X Link](https://x.com/cluelessbio/status/2001319755236458534)  2025-12-17T15:53Z [---] followers, [----] engagements


"@A_May_MD I think the market absolutely hates financing uncertainty. Maybe you and @seedy19tron can do a pipe asap and solve this issue"  
[X Link](https://x.com/cluelessbio/status/2001324305200894019)  2025-12-17T16:11Z [---] followers, [---] engagements


"$crvs down [--] % on basically no news. PTCL data werent bad. Maybe people reducing exposure before january. Will continue to buy whenever I have spare change"  
[X Link](https://x.com/cluelessbio/status/2002026127523528985)  2025-12-19T14:39Z [---] followers, [----] engagements


"@tallnfat Maybe. I try my best not to read too much into price action without actual news. Best to assume nobody knows anything its all just opinions. $abvx speculation because of the calls was a good and recent example"  
[X Link](https://x.com/cluelessbio/status/2002033986294464529)  2025-12-19T15:11Z [---] followers, [---] engagements


"@HOThomasWPhelps ITK inhibition in asthma has mixed animal data though. https://www.science.org/doi/10.1126/scisignal.aab0949 https://www.science.org/doi/10.1126/scisignal.aab0949"  
[X Link](https://x.com/cluelessbio/status/2002857939816813001)  2025-12-21T21:45Z [---] followers, [---] engagements


"@HOThomasWPhelps Why dont FLT3 inhibitors like gilteritinib exacerbate asthma then in AML patients Also lymphoproliferation/impaired apoptosis due to ITK inhibition makes sense to me because that is what is seen in ITK deficiency syndrome in humans. Appreciate your input"  
[X Link](https://x.com/cluelessbio/status/2002870670829797519)  2025-12-21T22:35Z [---] followers, [---] engagements


"@HOThomasWPhelps You think the aclaris drugs knock down Il2 stronger than SOQ at [--] % occupancy because they are less selective For ATI-2138 this is known. I dont know much about the other inhibitors from aclaris"  
[X Link](https://x.com/cluelessbio/status/2003037799323210125)  2025-12-22T09:40Z [---] followers, [---] engagements


"@HOThomasWPhelps Did Corvus ever comment on how they will control the out of control placebo responses in atopic derm How do they plan to prevent a QTTB scenario Feel like this is absolutely crucial"  
[X Link](https://x.com/cluelessbio/status/2003054872003043725)  2025-12-22T10:47Z [---] followers, [---] engagements


"@HOThomasWPhelps Exactly. Stable disease in phase [--] wasnt required prior to entry and mean EASI at baseline for placebo cohort [--] and [--] was [--] and [--] that explains why placebo response was so strong and crashed the stock last december"  
[X Link](https://x.com/cluelessbio/status/2003064290501333265)  2025-12-22T11:25Z [---] followers, [---] engagements


"JNJ-5939 bispecific IL4/31i phase2b in ad terminated after it failed its interim analysis. Bought in [----] for [----] billion after phase [--]. $nktr $crvs $apge $kymr"  
[X Link](https://x.com/cluelessbio/status/2004564462670667853)  2025-12-26T14:46Z [---] followers, [----] engagements


"@meangenebio @HOThomasWPhelps Isnt EASI-90 of [--] % at [--] weeks a bit much to ask in a partially refractory sample To me it should simply continue to signal good safety and some efficacy that is robust enough to survive a larger trial. how effective it is needs to be assessed in a head to head trial"  
[X Link](https://x.com/cluelessbio/status/2004641538538963172)  2025-12-26T19:52Z [---] followers, [---] engagements


"@HOThomasWPhelps Dupilumab definitely causes weight gain and JAKi definitely cause weight gain as well. Stat6 degraders might as well. Il13i maybe not. I think this matters a lot to patients and makes SQL more attractive"  
[X Link](https://x.com/cluelessbio/status/2004893261299941473)  2025-12-27T12:32Z [---] followers, [---] engagements


"@Archimedes20311 @Prof_Oak_ There will be different tce and car-t for different tasks very fragmented (target affinity half life). not investable imo. None are applicable for the masses though. Inebilizumab or Obinutuzumab level of depletion is the ceiling for mass adoption in rheumatology imo"  
[X Link](https://x.com/cluelessbio/status/2005011860589060122)  2025-12-27T20:24Z [---] followers, [--] engagements


"@seedy19tron @augurbio @AgonInvestments @rezfszubagoly @blankspacenom Hope it works out. Not touching $slno anymore. I underestimated how big of an impact rumors and anecdotes have in facebook groups for such a small indication"  
[X Link](https://x.com/cluelessbio/status/2005350618161099053)  2025-12-28T18:50Z [---] followers, [----] engagements


"@financebully @HOThomasWPhelps Thanks but there are ways to narrow it down and I would imagine that chemists have more info and tools for this than I do. https://pubmed.ncbi.nlm.nih.gov/35529445/ https://pubmed.ncbi.nlm.nih.gov/35529445/"  
[X Link](https://x.com/cluelessbio/status/2005987678383477117)  2025-12-30T13:01Z [---] followers, [---] engagements


"2. Risk: idiosnyc. risk for heart and liver. Focus on liver. Among the thousand+ fda approved oral drugs the combination of molecular weight 400-600 logP3 daily dose [---] mg liver metabolism [--] % has a PPV of [--] % for severe DILI (=Hys law case). $crvs SQL is all that"  
[X Link](https://x.com/cluelessbio/status/2006328437502611643)  2025-12-31T11:35Z [---] followers, [----] engagements


"Question then becomes: is a kinase inhibitor with such a risk profile suitable for non-fatal chronic conditions Ritlecitinib as a comparison fits none of these criteria for severe DILI. I remain invested because of opp. in oncology and low chance of severe DILI before approval"  
[X Link](https://x.com/cluelessbio/status/2006328440090181801)  2025-12-31T11:35Z [---] followers, [---] engagements


"Sources for risk estimate: https://pmc.ncbi.nlm.nih.gov/articles/PMC9068902/ https://pubchem.ncbi.nlm.nih.gov/compound/Soquelitinib https://pmc.ncbi.nlm.nih.gov/articles/PMC9068902/ https://pubchem.ncbi.nlm.nih.gov/compound/Soquelitinib"  
[X Link](https://x.com/cluelessbio/status/2006328442841895139)  2025-12-31T11:35Z [---] followers, [---] engagements


"The DILI risk of kinase inhibitors (as I see it now) could potentially be avoided/reduced by a PROTAC/degrader. ITK as a target is great but avoiding the DILI tail risk (and inviting other risks like losing scaffolding function) might be worth a try. $kymr $crvs"  
[X Link](https://x.com/cluelessbio/status/2006347074594623705)  2025-12-31T12:49Z [---] followers, [---] engagements


"DILI risk assessment using hepatocyte rna-seq data and pk data. Published Nov [----] in nature. Would love to see this performed and published by biotechs for their small molecules #tolebrutinib #evobrutinib #orelabrutinib #danuglipron https://www.nature.com/articles/s41467-025-65690-3 https://www.nature.com/articles/s41467-025-65690-3"  
[X Link](https://x.com/cluelessbio/status/2006789779023868272)  2026-01-01T18:09Z [---] followers, [---] engagements


"$crvs Median PFS in r/r PTCL with 1-3 prior therapies of [---] months is a strong sign of efficacy. Supportive care median PFS is 1-3 months salvage chemo/belinostat/pralatrexat 2-4 months. Soquelitinib doesnt impair QOL should be preferred choice if stats hold up. PS [---] mil$"  
[X Link](https://x.com/cluelessbio/status/2007180987776799114)  2026-01-02T20:03Z [---] followers, [----] engagements


"@tradingsssss Also pharmdca curse. Have the urge to accept the L and move my crvs money to a smart money consensus name like $blte or $abvx (and now $tenx and $cntx). Just dont the see how $crvs isnt undervalued here. Maybe I am too dumb to see it. Positions part [--] $DAWN $CRVS $TGTX $LRMR $IVVD $RZLT $PEPG $TECX $LULU $PDSB $TRVI $SLDB $IOVA $MREO $MDNAF Positions part [--] $DAWN $CRVS $TGTX $LRMR $IVVD $RZLT $PEPG $TECX $LULU $PDSB $TRVI $SLDB $IOVA $MREO $MDNAF"  
[X Link](https://x.com/cluelessbio/status/2007594167472623652)  2026-01-03T23:25Z [---] followers, [----] engagements


"$blte What are the chances that fda asks for a confirmatory second trial in stargardt"  
[X Link](https://x.com/cluelessbio/status/2008161614608900441)  2026-01-05T13:00Z [---] followers, [---] engagements


"$crvs Think they cancelled JPM for legal reasons to prevent making any impression of selective disclosures there. Interim cohort [--] data and final data are likely very different and final data had some delay for whatever reason. That being said I am mostly wrong so propably buyout"  
[X Link](https://x.com/cluelessbio/status/2008884268488171654)  2026-01-07T12:51Z [---] followers, [----] engagements


"@BussinBiotech Do you think phase [--] will actually be completed in 1H 2026"  
[X Link](https://x.com/cluelessbio/status/2008947479849701733)  2026-01-07T17:02Z [---] followers, [---] engagements


"@BussinBiotech If you dont mind me asking what is your opinion on @WexCapital price target in the biopick context Bought a small position today"  
[X Link](https://x.com/cluelessbio/status/2009030371195736304)  2026-01-07T22:32Z [---] followers, [---] engagements


"@WexCapital @BussinBiotech Thanks hope it plays out like that. Dont have any special insight here. I just assume that with a high POS and likely acquisition the consensus buyout price would be maybe $2-3. Or POS/approval is actually low"  
[X Link](https://x.com/cluelessbio/status/2009039300764086374)  2026-01-07T23:07Z [---] followers, [---] engagements


"$TLPH $CRMD TLPH most likely down on my entrance yesterday. Also likely down because of worries about financing of the potential acquisition by $crmd"  
[X Link](https://x.com/cluelessbio/status/2009300421685166577)  2026-01-08T16:25Z [---] followers, [---] engagements


"@bioinvestor24 Now this really crazy Il17i is the best we have in PsA. So many still arent controlled well. MTX adds nothing to bDMARD here. Wont make much difference for Lilly but UCB with Bimekizumab and Novartis with Secukinumab are in trouble"  
[X Link](https://x.com/cluelessbio/status/2009359536822329802)  2026-01-08T20:20Z [---] followers, [---] engagements


"comp for $TLPH: crmd pre melinta acquisition. Single product (same) [---] million expected peak sales (same) [--] years TDAPA (2 years TPNIES maybe) exclus. [--] years (vs [--] for Niyad). Market cap after comm [---] million. So adj. for shorter exclusivity [---] million for TLPH"  
[X Link](https://x.com/cluelessbio/status/2009403575903096944)  2026-01-08T23:15Z [---] followers, [---] engagements


"$300 million should be $3/share fully diluted"  
[X Link](https://x.com/cluelessbio/status/2009554017622585417)  2026-01-09T09:13Z [---] followers, [---] engagements


"@unicornbiotech You are right thanks"  
[X Link](https://x.com/cluelessbio/status/2009620835578134902)  2026-01-09T13:38Z [---] followers, [--] engagements


"So real competition for nafamostat is no anticoagulation. Commercial incentive to anticoagulate is prolonging CRRT filter life. Nafamostat will likely double filter life so hospitals will need half as many filters if they use nafamostat. One filter is $500"  
[X Link](https://x.com/cluelessbio/status/2009988822378152343)  2026-01-10T14:00Z [---] followers, [--] engagements


"1 million filters used in US per year. By using nafamostat vs no anticoagulation hospitals would need 300-400 thousand filters less so $175 million in cost savings per year. So $tlph peak sales estimate $200 mil seems realistic depending on final numbers of filter life"  
[X Link](https://x.com/cluelessbio/status/2009988825175789766)  2026-01-10T14:00Z [---] followers, [---] engagements


"$nktr Editorial of current issue of nature biotechnology on tregs explicitly mentions Nektar and rezpeg. https://www.nature.com/articles/s41587-025-02990-5 https://www.nature.com/articles/s41587-025-02990-5"  
[X Link](https://x.com/cluelessbio/status/2011144597469270290)  2026-01-13T18:33Z [---] followers, [----] engagements


"$tenx I think the closest drugs to lev are PDE3i and they can inform us on the chance of lev hitting in HFpEF. Lev was thought to be primarily a calcium sensitizer but this paper shows its inotropic (and lusitropic) effects are mainly driven by PDE3i 🧵 https://pmc.ncbi.nlm.nih.gov/articles/PMC4294032/ https://pmc.ncbi.nlm.nih.gov/articles/PMC4294032/"  
[X Link](https://x.com/cluelessbio/status/2012165630200316145)  2026-01-16T14:10Z [---] followers, [----] engagements


"@meremrtl [--]. By clinical I assume you mean [--] MWD and NYHA. We dont know if the effect is noise or signal so there cant be evidence to show what is driving it primarily. [--]. There is no data on PH-HFpEF with PDE3i I am aware of. [--]. Can be noise of course"  
[X Link](https://x.com/cluelessbio/status/2012222314344051071)  2026-01-16T17:55Z [---] followers, [--] engagements


"$nktr should be at $125 now"  
[X Link](https://x.com/cluelessbio/status/2012231841059598780)  2026-01-16T18:33Z [---] followers, [----] engagements


"@Testr34930 Many reasons. But rezpeg is a very valuable asset and it will pull the stock price to where it deserves to be. Same was true for $cytk and aficamten"  
[X Link](https://x.com/cluelessbio/status/2012276514595700962)  2026-01-16T21:31Z [---] followers, [---] engagements


"@Respekchemistry @AaronRosenblum5 @BussinBiotech Why was valchlor tested against SOC over [--] months if FDA would be fine with a trial over a few weeks against placebo Would be more comfortable if the Hybryte trial would be more similar to the valchlor trial"  
[X Link](https://x.com/cluelessbio/status/2013235210289037481)  2026-01-19T13:00Z [---] followers, [---] engagements


"$nktr problem with getting the Jaki/rezpeg sequential therapy going is that companies that have a Jaki would thereby admit that there is a safety issue which they tried to downplay for years now. $nktr would need its own Jaki. But we rather finance the 4th Il13 drug so no. 🧵"  
[X Link](https://x.com/cluelessbio/status/2013530492956479861)  2026-01-20T08:34Z [---] followers, [---] engagements


"I think for rezpeg to work it needs a window of limited inflammation around the follicle which it can then stabilize. In mice tregs prevent AA but dont reverse it. Jaki can create such a window"  
[X Link](https://x.com/cluelessbio/status/2013530495456329770)  2026-01-20T08:34Z [---] followers, [---] engagements


"@somecuriousgirl I am starting to think the market doesnt really care much about a unique MoA/safety profile in AD. It is all about the possibility to match or outperform dupi. If the chance is there the drug is worth 2-5 billion. If not barely anything"  
[X Link](https://x.com/cluelessbio/status/2013722279536992544)  2026-01-20T21:16Z [---] followers, [---] engagements


"@Amy11621 This just drags on and on"  
[X Link](https://x.com/cluelessbio/status/2014277858382823663)  2026-01-22T10:03Z [---] followers, [---] engagements


"@aggregategains But if you believe in $nktr potential dont sell. It is cheap here imo. Dont let people get into your head and listen to people with a proven track reckord like @A_May_MD. Even if you exclude abvx and nktr as outliers (which we shouldnt) he compounds at 50% per year or so"  
[X Link](https://x.com/cluelessbio/status/2014612081782215092)  2026-01-23T08:12Z [---] followers, [---] engagements


"However killing helminths is difficult and dangerous and so if the helminth persists we can either suffer chronic inflammation or find a way to contain the helminth while keeping inflammation in check. That is what Tregs are for. 4/13"  
[X Link](https://x.com/cluelessbio/status/2015116472402559484)  2026-01-24T17:36Z [---] followers, [---] engagements


"Our immune system evolved to respond to chronic helminthiasis with treg expansion 2-fold (similar to what rezpeg and btw also pregnancy achieves). Tregs then keep excessive inflammation in check and promote tissue repair. 5/13"  
[X Link](https://x.com/cluelessbio/status/2015116475904786667)  2026-01-24T17:36Z [---] followers, [---] engagements


"@HOThomasWPhelps @seedy19tron The R576 polymorphism is associated with more severe disease and has higher prevalence in AA. But are they harder to treat than other severe AD pts Is EASI75 delta in AA patients especially narrow When treating with Lebrikizumab this isnt the case. https://academic.oup.com/bjd/article-abstract/190/Supplement_2/ii20/7601673 https://academic.oup.com/bjd/article-abstract/190/Supplement_2/ii20/7601673"  
[X Link](https://x.com/cluelessbio/status/2015933114665635935)  2026-01-26T23:41Z [---] followers, [--] engagements


"@MattyKirsh But in DAOSD there is a Th1/Th17 signature agree. Maybe context specific though. Th1 skewing for SQL is the whole reason this will be tried in solid tumors. It is meaningfull imo. Rooting for crvs/sql but so far dont see how the demographics dont introduce uncertainty"  
[X Link](https://x.com/cluelessbio/status/2016049529275965626)  2026-01-27T07:23Z [---] followers, [--] engagements


"@A_May_MD I feel like $nktr should take a big hit on this unfortunately. Am long both $crvs and $nktr but between galvokimig upadactinib stat6 degraders and soquelitinib I ask myself what is left for a moderately active drug with ISR issues"  
[X Link](https://x.com/cluelessbio/status/2013614765252243791)  2026-01-20T14:09Z [---] followers, [----] engagements


"$nktr valuation: $250 million cash $100 million dapirolizumab royalty $200 million risk-adjusted settlement market cap $ [---] million EV $150 million Is rezpeg THAT bad"  
[X Link](https://x.com/cluelessbio/status/2013627451964895337)  2026-01-20T14:59Z [---] followers, 20.1K engagements


"@Anthony_TayIor I am saying the PPV for a drug with the profile of SQL is [--] % for a severe DILI. This is idiosyncratic and has nothing to do with the ITK. Here is a nice interview on this with a medicinal chemist from amgen https://youtu.be/WDplqw_GG7Usi=89Tec8nFBwE1B2Zf https://youtu.be/WDplqw_GG7Usi=89Tec8nFBwE1B2Zf"  
[X Link](https://x.com/cluelessbio/status/2013689609415274859)  2026-01-20T19:06Z [---] followers, [--] engagements


"$crvs really tried to hate this company for months before entering in december. Was biased because I was too exposed to $nktr. If a company makes you change your mind despite being biased heavily against it it says something"  
[X Link](https://x.com/cluelessbio/status/2014284809925697628)  2026-01-22T10:31Z [---] followers, [----] engagements


"$crvs Soquelitinib skews towards Th1 activity. The ethnic group with the lowest Th1-signature in AD is African American. The ethnic group with the highest Th1-signature in AD is White/Caucasian. 1/3"  
[X Link](https://x.com/cluelessbio/status/2015902022734688687)  2026-01-26T21:37Z [---] followers, [----] engagements


"Credit to @seedy19tron for pointing this out. Just wanted to emphasize the lack of Th1-heavy AD in the study sample. 3/3 https://pubmed.ncbi.nlm.nih.gov/30465859/ https://pubmed.ncbi.nlm.nih.gov/30465859/"  
[X Link](https://x.com/cluelessbio/status/2015902034302505251)  2026-01-26T21:37Z [---] followers, [---] engagements


"$crvs So they are monitoring EBV viral load Was not aware. This is very encouraging. Why dont they mention this in AE profile https://x.com/biotechanalysst/status/2016035224111509596s=46 $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report on X Here is what we will counter-detail vs. the short report: https://t.co/CpuZzLvwwf https://x.com/biotechanalysst/status/2016035224111509596s=46 $CRVS Seven Clarifications on SQL/ ITK in AD Against a #Short #Report We caught up with $CRVS following short report on X Here is what we will"  
[X Link](https://x.com/cluelessbio/status/2016063779176436019)  2026-01-27T08:20Z [---] followers, [----] engagements


"$nktr Assuming $750 million additional cash need through dilution at current price until launch in late [----] maybe gives a MC of $1.5 billion. 30-40 % market share in AA $1 billion/year 5-10 % market share in AD patients that fail or cant tolerate dupi $1 billion/year $nktr valuation: $250 million cash $100 million dapirolizumab royalty $200 million risk-adjusted settlement market cap $ [---] million EV $150 million Is rezpeg THAT bad $nktr valuation: $250 million cash $100 million dapirolizumab royalty $200 million risk-adjusted settlement market cap $ [---] million EV $150 million Is rezpeg"  
[X Link](https://x.com/cluelessbio/status/2016125773963272584)  2026-01-27T12:26Z [---] followers, [----] engagements


"@6758qcrctt I dont expext q4 to match q12 but who knows. If it does stock will double fast imo"  
[X Link](https://x.com/cluelessbio/status/2016157697821855766)  2026-01-27T14:33Z [---] followers, [---] engagements


"@BiotechTV Did African American patients respond better or worse to SQL compared to other ethnic groups Relevant cause over represented Lot of TKI programs were killed by a idiosyncratic liver tox signal late in the development. More info on liver failure patient in PTCL trial"  
[X Link](https://x.com/cluelessbio/status/2016393700096561384)  2026-01-28T06:11Z [---] followers, [---] engagements


"It is almost impossible to describe rezpegs MOA without saying natural balance your own bodys stimulate. Very appealing to many patients and maybe should be. This a marketing advantage that was reserved for alternative medicine and wellness so far. Not priced in"  
[X Link](https://x.com/cluelessbio/status/2017197032625111379)  2026-01-30T11:23Z [---] followers, [---] engagements


"@avidresearch Rocat wasnt that bad was it 19-29 % EASI75 delta is ok imo better than nemulizumab 😆"  
[X Link](https://x.com/cluelessbio/status/2017254995125543377)  2026-01-30T15:14Z [---] followers, [---] engagements


"$copn Cosmo pharmaceuticals Clascoterone (breezula/cb0301) will sell ok but is a dud. [---] % improvement relative to placebo is a red flag way to report results. Also takes [--] hours () for drug to be hydrolyzed so it has systemic side effects"  
[X Link](https://x.com/cluelessbio/status/1997623450752749570)  2025-12-07T11:05Z [---] followers, [----] engagements


"@financebully @biotecharutaka I passed on $EQ because I am too afraid of pulmonary hypertension and dont believe enteric coating solves the issue. but only spend an afternoon on it"  
[X Link](https://x.com/cluelessbio/status/1999913769082802278)  2025-12-13T18:46Z [---] followers, [---] engagements


"JNJ-5939 phase-2b trial had an active comparator arm with Dupilumab. Likely it didnt exceed Dupi and its side effect profile route of administration and theoretical benefit in refractory setting isnt differentiated either. $nktr $crvs $apge $kymr"  
[X Link](https://x.com/cluelessbio/status/2004667617039274225)  2025-12-26T21:36Z [---] followers, [----] engagements


"@masonat7 @A_May_MD A bit more than an unlucky coincidence. Oth nktr had a 38yo woman die from a heart attack. IL2 activates endothelium causes strokes/MI/VTE. One more of those and nktr might be out as well"  
[X Link](https://x.com/cluelessbio/status/2018372319018656226)  2026-02-02T17:13Z [---] followers, [---] engagements


"The incidence of a fatal () MI in women below [--] is 1-4 : [---] [---] person-years. There are maybe [---] patient-years of safety data on rezpeg. So the chance of Nektar including a woman 40yo that was going to have a fatal MI anyways is [--] %. 2/4"  
[X Link](https://x.com/cluelessbio/status/2018412825543139706)  2026-02-02T19:54Z [---] followers, [---] engagements


"RezpegALDESLEUKIN is a modified IL-2 with less affinity to endothelial and NK cell IL2 receptors but still binds. After all it is inflammatory enough to cause fever in [--] % of patients. IL-2 treatment in high doses is associated with MACE/stroke/VTE. 3/4"  
[X Link](https://x.com/cluelessbio/status/2018412828437230000)  2026-02-02T19:54Z [---] followers, [---] engagements


"Still long $nktr because -q4w to q12w dosing very convenient and makes ISR less relevant -works in asthma -no dry eyes -no black box warning -treg marketing advantage -current valuation reflects maybe a [--] % AD market share which is ridiculous -believe market share in AD5 % $crvs I am a retail investor who invests for fun and some profit (sometimes). I am long crvs because -seq active in ad and will become clear to everyone in january -if safety becomes a concern it can fall back on oncology with potential in ptcl and solid tumors $crvs I am a retail investor who invests for fun and some"  
[X Link](https://x.com/cluelessbio/status/2017184036116967513)  2026-01-30T10:32Z [---] followers, [----] engagements


"@A_May_MD Maybe [--] in [---] patient years is still on the high side I would say especially in [--] +/- [--] yo population. Would have to put the incidences you listed in patient-years on Dupi. Will try and see. You dont think [--] yo woman dying of MI in nktr trial is a bit odd 2/2"  
[X Link](https://x.com/cluelessbio/status/2018435794977923247)  2026-02-02T21:26Z [---] followers, [---] engagements


"$TLPH Nafamostat cant compete with heparin because heparin is cheap and established imo. That leaves the other [--] % of CRRT market competing against citrate and no anticoagulation. 🧵"  
[X Link](https://x.com/cluelessbio/status/2009988816774541740)  2026-01-10T14:00Z [---] followers, [---] engagements

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