# ![@drsprs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::182541217.png) @drsprs Dr. S

Dr. S posts on X about in the, $xbi, $huma, $vrtx the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::182541217/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::182541217/c:line/m:interactions.svg)

- [--] Week [------] +117%
- [--] Month [------] +312%
- [--] Months [-------] +109%
- [--] Year [-------] -0.66%

### Mentions: [--] [#](/creator/twitter::182541217/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::182541217/c:line/m:posts_active.svg)

- [--] Month [--] -81%
- [--] Months [--] +4.60%
- [--] Year [---] -15%

### Followers: [-----] [#](/creator/twitter::182541217/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::182541217/c:line/m:followers.svg)

- [--] Week [-----] +0.13%
- [--] Month [-----] +0.79%
- [--] Months [-----] +14%
- [--] Year [-----] +30%

### CreatorRank: [---------] [#](/creator/twitter::182541217/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::182541217/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  32.14% [cryptocurrencies](/list/cryptocurrencies)  20.54% [finance](/list/finance)  20.54% [technology brands](/list/technology-brands)  5.36% [social networks](/list/social-networks)  4.46% [countries](/list/countries)  1.79% [currencies](/list/currencies)  0.89%

**Social topic influence**
[in the](/topic/in-the) 8.04%, [$xbi](/topic/$xbi) 8.04%, [$huma](/topic/$huma) 7.14%, [$vrtx](/topic/$vrtx) 6.25%, [$ntla](/topic/$ntla) 5.36%, [$nari](/topic/$nari) 4.46%, [to the](/topic/to-the) 3.57%, [dr](/topic/dr) 3.57%, [$iova](/topic/$iova) 3.57%, [slow](/topic/slow) 3.57%

**Top accounts mentioned or mentioned by**
[@waterworldcapi1](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@biohazard3737](/creator/undefined) [@sportsbios](/creator/undefined) [@damiangarde](/creator/undefined) [@geneinvesting](/creator/undefined) [@amaymd](/creator/undefined) [@wexcapital](/creator/undefined) [@avidresearch](/creator/undefined) [@dancingtapas](/creator/undefined) [@worstcontrarian](/creator/undefined) [@sanctuarybio](/creator/undefined) [@thecontracap](/creator/undefined) [@fifthturning](/creator/undefined) [@statnews](/creator/undefined) [@scorpionfund](/creator/undefined) [@varroanalytics](/creator/undefined) [@houndcl](/creator/undefined) [@robertlkruse](/creator/undefined) [@miketaylor1972](/creator/undefined)

**Top assets mentioned**
[Huma Finance (HUMA)](/topic/$huma) [Vertex Protocol (VRTX)](/topic/$vrtx) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Inari Medical, Inc. (NARI)](/topic/$nari) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Insulet, Corp. (PODD)](/topic/$podd) [ShockWave Medical, Inc. (SWAV)](/topic/$swav) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Passage (PASG)](/topic/$pasg) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Pacific Biosciences of California, Inc. (PACB)](/topic/$pacb) [Muhdo Hub (DNA)](/topic/$dna) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lucid Diagnostics Inc. (LUCD)](/topic/$lucd) [Exact Sciences Corp (EXAS)](/topic/$exas) [Measurable Data Token (MDT)](/topic/$mdt) [Johnson & Johnson (JNJ)](/topic/$jnj) [DexCom, Inc. (DXCM)](/topic/$dxcm) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [Geron Corp (GERN)](/topic/$gern) [Akropolis (AKRO)](/topic/$akro) [BEAM (BEAM)](/topic/$beam) [Prime Medicine, Inc. (PRME)](/topic/$prme) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Passage Bio, Inc. (PASG)](/topic/passage-bio) [Smith & Nephew plc (SNN)](/topic/$snn) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [MaxCyte, Inc. (MXCT)](/topic/$mxct) [Doximity, Inc. (DOCS)](/topic/$docs) [Moderna Inc (MRNA)](/topic/$mrna) [Quest Diagnostics Inc (DGX)](/topic/$dgx) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This GM1 trial from the now defunct Lysogene failed by the way. Just presented data @ WORLDSymposium. I am sure few care at this point. Was very similar to Passage Bio's GTX. Probably wise of $PASG to drop their GM1 gene therapy study and concentrate on other things"  
[X Link](https://x.com/drsprs/status/1756010011749454042)  2024-02-09T17:39Z [----] followers, [---] engagements


"Recap: The new Medicare rule [----] Physician Fee Schedule (PFS) Final Rule takes effect on January [--] [----] will significantly change how skin substitutes are reimbursed with overall reimbursement cut by 90% The initial payment rate for most non-biologic skin substitutes (those regulated as HCT/Ps 510(k) devices or PMA devices) will be a flat rate of approximately $127.28 per square centimeter. This is a major reduction from previous prices which previously exceeded $2000 per square centimeter for some products. Major changes to Medicare skin substitute reimbursement finalized for [----]. Could"  
[X Link](https://x.com/drsprs/status/1987643658842329207)  2025-11-09T22:09Z [----] followers, [----] engagements


"I'm still going over the product lineups of all the med device cos that sell skin subs. So far the most direct negatively affected should be $ORGO and $MDXG. Smith and Nephew $SNN diversified so not as good a short target. No rush on this since won't show up until [----] q1 numbers (next May). https://twitter.com/i/web/status/1987665263605760243 https://twitter.com/i/web/status/1987665263605760243"  
[X Link](https://x.com/drsprs/status/1987665263605760243)  2025-11-09T23:35Z [----] followers, [----] engagements


"@Fifth_Turning Why not just own $NTRA and $GH And maybe $GRAL if they ever get reimbursement. Seems more direct to capture value from MRD/MCED than owning the suppliers/servicers"  
[X Link](https://x.com/drsprs/status/2014766563988213769)  2026-01-23T18:25Z [----] followers, [---] engagements


"Twitter darling from [----] Maxcyte $MXCT just hit a buck today. Does anyone remember the bros that were pitching this hard in [----] I do. They are currently pitching other things right now. Not going to call them out due to courtesy"  
[X Link](https://x.com/drsprs/status/2016587150394085490)  2026-01-28T19:00Z [----] followers, [----] engagements


"$PACB just sold off their short read biz for 48.1M today. Remember they purchased these assets for 710M (600+110). Cathie Wood top holding from $ARKG. Down 95% from peak in [----]. https://www.pacb.com/press_releases/pacbio-completes-sale-of-short-read-sequencing-assets/ https://www.pacb.com/press_releases/pacbio-completes-sale-of-short-read-sequencing-assets/"  
[X Link](https://x.com/drsprs/status/2018374125153362045)  2026-02-02T17:21Z [----] followers, [----] engagements


"@damiangarde Predictable. Cell therapies are challenging to commercialize. Even with support from $VRTX $CRSP having a difficult time"  
[X Link](https://x.com/drsprs/status/2019458919945404696)  2026-02-05T17:11Z [----] followers, [---] engagements


"RIP $DOCS down big today. @WaterworldCapi1 OpenEvidence already killing off $DOCS first. Already uninstalled Doximity app. Had it for years. Little to no use now. @WaterworldCapi1 OpenEvidence already killing off $DOCS first. Already uninstalled Doximity app. Had it for years. Little to no use now"  
[X Link](https://x.com/drsprs/status/2019783102231621920)  2026-02-06T14:39Z [----] followers, [----] engagements


"Once again FDA making a fool of themselves. Not a fan of $MRNA but still come on a RTF FDA now stands for Federal Dysfunctional Administration 😂🤣 FDA now stands for Federal Dysfunctional Administration 😂🤣"  
[X Link](https://x.com/drsprs/status/2021624623050408072)  2026-02-11T16:37Z [----] followers, [----] engagements


"@damiangarde @statnews You and STAT news are an utter disgrace to the journalism profession. You are not medical doctors you are not scientists. Complete frauds"  
[X Link](https://x.com/drsprs/status/1290807412979429376)  2020-08-05T00:30Z [----] followers, [--] engagements


"Regarding $HUMA: I have followed this exciting company since [----] since reading about their human acellular technology potential "growing organs." However I think the market is underestimating the fierce competition in the dialysis access market they face. Summary: 1/"  
[X Link](https://x.com/drsprs/status/1452511222952198151)  2021-10-25T05:43Z [----] followers, [--] engagements


"In [----] b4 med school I worked for Nichols Inst ($DGX). Ran HIV/HCV titers/genotypes. PCR based. Each test billed over $450 and grossed over $40k per shift per assoc. [--] shifts a day. We were minting $. I was paid 26k/yr. How is $NVTA losing money https://www.prnewswire.com/news-releases/invitae-announces-leadership-transition-301588461.html https://www.prnewswire.com/news-releases/invitae-announces-leadership-transition-301588461.html"  
[X Link](https://x.com/drsprs/status/1549248168851750913)  2022-07-19T04:22Z [----] followers, [--] engagements


"Has @ScorpionFund covered his $DNA short yet Pain soon if not. Cc: @Varro_Analytics @Biohazard3737"  
[X Link](https://x.com/drsprs/status/1559285919487856641)  2022-08-15T21:08Z [----] followers, [--] engagements


"Wow #GRAIL 38% PPV 35/92 confirmed+ but [--] had full workups = false positives. This test has no framework in existing screening guidelines. If you thought other molecular tests had a hard time getting commercial coverage wait for this one. #ILMN https://oncologypro.esmo.org/meeting-resources/esmo-congress/a-prospective-study-of-a-multi-cancer-early-detection-blood-test https://oncologypro.esmo.org/meeting-resources/esmo-congress/a-prospective-study-of-a-multi-cancer-early-detection-blood-test"  
[X Link](https://x.com/drsprs/status/1568302710663057408)  2022-09-09T18:17Z [----] followers, [--] engagements


"Most plastic surgeons in the US like me simply do not use textured implants anymore. It is not worth any of the purported small benefits. I have buddies in Europe that use $ESTA implants. This company is a zero in the USA. Will still get some sales tho. Sientra 2.0"  
[X Link](https://x.com/drsprs/status/1582791368572776449)  2022-10-19T17:50Z [----] followers, [--] engagements


"@GeneInvesting It's rates bro. They need to have a firm bottom before preclinical or early clinical stage bios can recover. Late stage or commercial bios ok in this environment. I know I'm waiting too. 🙏"  
[X Link](https://x.com/drsprs/status/1783238516778156160)  2024-04-24T20:56Z [----] followers, [----] engagements


"Bear argument: Paltusotine tons of competition for commercial launch. FDA approval pretty much implied for me but anything with regulatory decision right now is super weak trading. No confidence in FDA right now. Atumelnant data looks incrementally worse every update and may not be that different after ph3 when compared to crinecerfont when all said and done"  
[X Link](https://x.com/anyuser/status/1953870464637710799)  2025-08-08T17:26Z [----] followers, [----] engagements


"@A_May_MD $GRAL Galleri deal is the most legit thing $HIMS has done. I don't think they can do any evil with it mainly a nice marketing deal for Grail for cash pay health conscious people. Everything else Hims has done is super shady with the GLPs"  
[X Link](https://x.com/drsprs/status/2019828185974878420)  2026-02-06T17:39Z [----] followers, [----] engagements


"Safety issues concerning gene therapy and gene editing continue to pop up. Today RGX-111 and RGX-121 $RGNX with the reality of insertional mutagenesis and gene editing with liver toxicity. Safety will limit broad adoption in practice until controlled/minimized. $NTLA hold lifted but risk remains. If good alternatives exist these will be challenging to sell commercially (if approved). A patient in a late-stage gene editing trial for a rare heart condition died from fatal liver complications after receiving an experimental CRISPR-based therapy. https://t.co/wN6jwjyOLV A patient in a late-stage"  
[X Link](https://x.com/drsprs/status/2016566195168977056)  2026-01-28T17:37Z [----] followers, [----] engagements


"Hims $HIMS has evolved into an interesting parasitic biz in medicine operating at the fringes of insurance coverage and cash pay. Latest Galleri deal good example. Grail $GRAL should get Medicare coverage starting in [----] but Hims will fill that transition period using LDT exemption + cash pay. Started in the boner pill biz a long time ago with Roman now Ro. Constantly finding things to sell at the edge. No position. https://twitter.com/i/web/status/2019098532024840392 https://twitter.com/i/web/status/2019098532024840392"  
[X Link](https://x.com/drsprs/status/2019098532024840392)  2026-02-04T17:19Z [----] followers, [----] engagements


"So $IRON gets a "commissioners priority voucher" and then a CRL. Got it so you get rejected faster Is that the point of the new CNPV 🤣😂"  
[X Link](https://x.com/drsprs/status/2022399332570599858)  2026-02-13T19:55Z [----] followers, 15.9K engagements


"@houndcl @RobertLKruse It does not require a new trial. How do you think the flu vaccine works every year There are always new variants of influenza they pick the top three seasonal variants and produce the vaccine yearly"  
[X Link](https://x.com/drsprs/status/1346218041353273344)  2021-01-04T22:12Z [----] followers, [--] engagements


"Have followed $PAVM for a while. A few comments on the $LUCD S-1: $EXAS is developing their own esophageal screening test. The trials are using the EsophaCap sampling device which was just purchased by $PAVM. Trial below 👇 1/ https://www.clinicaltrials.gov/ct2/show/NCT02560623term=Exact+sciences&draw=2&rank=27 https://www.clinicaltrials.gov/ct2/show/NCT02560623term=Exact+sciences&draw=2&rank=27"  
[X Link](https://x.com/drsprs/status/1448515957945614338)  2021-10-14T05:08Z [----] followers, [--] engagements


"People that follow $HZNP closely any concerns regarding higher ototoxity with Tepezza than in trials Been reading reports since late last year. @Mike_Taylor1972 @Biohazard3737 https://pubmed.ncbi.nlm.nih.gov/35227694/ https://pubmed.ncbi.nlm.nih.gov/35403994/ https://pubmed.ncbi.nlm.nih.gov/33781112/ https://pubmed.ncbi.nlm.nih.gov/33622158/ https://pubmed.ncbi.nlm.nih.gov/35227694/ https://pubmed.ncbi.nlm.nih.gov/35403994/ https://pubmed.ncbi.nlm.nih.gov/33781112/ https://pubmed.ncbi.nlm.nih.gov/33622158/"  
[X Link](https://x.com/drsprs/status/1524051030396133377)  2022-05-10T15:37Z [----] followers, [--] engagements


"Dr. S investing rule: never invest in a biotech that is developing antibiotics. I only prescribe pain medications and antibiotics. I have prescribed branded antibiotics twice in [--] years. Exhibit #371 $CFRX: https://ir.contrafect.com/press-releases/detail/337/contrafect-announces-independent-dsmb-recommends-exebacase https://ir.contrafect.com/press-releases/detail/337/contrafect-announces-independent-dsmb-recommends-exebacase"  
[X Link](https://x.com/drsprs/status/1547332880287744000)  2022-07-13T21:31Z [----] followers, [--] engagements


"@WexCapital I agree. I don't inject Botox anymore but my buddies do. They all said they wouldn't push it but would have on hand for patients that ask for it. $RVNC will get some market share though. Analyst estimates for 1B in sales Unlikely maybe higher than Xeomin. Botox still 66% share"  
[X Link](https://x.com/drsprs/status/1568318137137008640)  2022-09-09T19:19Z [----] followers, [--] engagements


"@adamfeuerstein 100% truth Adam. Hey does anyone remember the last time Pharmdca was involved with investor relations Look up $LUCD $PAVM. Down 90% from then. Check it out"  
[X Link](https://x.com/drsprs/status/1669788820592807937)  2023-06-16T19:27Z [----] followers, [----] engagements


"Wow I'm dumb. See my trading log from September [----]. Didn't follow my own advice. $EXAS 3x from then. 😭"  
[X Link](https://x.com/drsprs/status/1671316664112287744)  2023-06-21T00:38Z [----] followers, [----] engagements


"@Biohazard3737 I operate on HS regularly. Typically require weight loss and to fail both an oral abx and Humira. These results are similar to Humira. When these patients fail Humira they rarely try a 2nd line. They go to surgery. $MLTX product will not sell well considering generics available"  
[X Link](https://x.com/drsprs/status/1673121242851999745)  2023-06-26T00:09Z [----] followers, [----] engagements


"Not sure why recent hype regarding hidradenitis $MLTX. Here is a derm KOL who thinks JAK IL17 TNFa. Pharma $PFE $NVS $ABBV already big in this space and biosimilars here too. Also this is usually not lifelong tx just a bridge to surgery to shrink lesions"  
[X Link](https://x.com/anyuser/status/1676473362141573120)  2023-07-05T06:09Z [----] followers, [----] engagements


"Healthcare spinoffs 🚀 2022-2024: $GE - $GEHC $BDX - $EMBC $JNJ - $KVUE $MDT + $DVA- Mozarc (renal) $BAX - Vantive (renal) $MMM - TBD (wound oral IT filtration) Do any of these seem attractive for potential growth areas"  
[X Link](https://x.com/anyuser/status/1684689753265090562)  2023-07-27T22:18Z [----] followers, [----] engagements


"Don't say I didn't tell you all. $RVNC Hard to beat the king. Botox. Marketing machine. @WexCapital I agree. I don't inject Botox anymore but my buddies do. They all said they wouldn't push it but would have on hand for patients that ask for it. $RVNC will get some market share though. Analyst estimates for 1B in sales Unlikely maybe higher than Xeomin. Botox still 66% share. @WexCapital I agree. I don't inject Botox anymore but my buddies do. They all said they wouldn't push it but would have on hand for patients that ask for it. $RVNC will get some market share though. Analyst estimates for"  
[X Link](https://x.com/drsprs/status/1704134958938517822)  2023-09-19T14:06Z [----] followers, [----] engagements


"Regarding medtech sell off and GLP-1 here are my predictions on procedure volume: Short Term (5 yrs) Long Term (5 yrs) Pumps $PODD: CGM $DXCM: DVT/PE $NARI $PEN: Transplant $TMDX $CDNA: (capacity constrained end prevalence )"  
[X Link](https://x.com/anyuser/status/1713258727825109439)  2023-10-14T18:21Z [----] followers, 10.8K engagements


"Taking the L on LifeSci tools basket $RGEN $CRL $TECH $ILMN dipped toe in early this week. Small loss. Too many second order effects with biotech crash. Too exposed to preclinical and ph1 bloat from last [--] years. Waited over [--] yr but still too early IMO"  
[X Link](https://x.com/anyuser/status/1717972072587301167)  2023-10-27T18:30Z [----] followers, [----] engagements


"I am seeing bunch of trials start dosing brain🧠gene therapies recently. Remember $BAYN paid 2B for @askbio in [----] 👇 Currently most others are being valued as 0s. Ex: $PASG $NLTX $MGTX Will some of these work Any others I am missing https://www.askbio.com/askbio-announces-first-patient-randomized-in-phase-1-trial-of-ab-1005-aav2-gdnf-gene-therapy-for-multiple-system-atrophy-parkinsonian-type-msa-p/ https://www.askbio.com/askbio-announces-first-patient-randomized-in-phase-1-trial-of-ab-1005-aav2-gdnf-gene-therapy-for-multiple-system-atrophy-parkinsonian-type-msa-p/"  
[X Link](https://x.com/drsprs/status/1727385026889961584)  2023-11-22T17:54Z [----] followers, [----] engagements


"Bittersweet buyout for $CERE. Will never know how they would have done solo. I have owned a large position for [---] years. Thesis on this was: [--]. Muscarinic MOA validated by $KRTX [--]. Better drug - daily selective not combo [--]. Good management. https://news.abbvie.com/2023-12-06-AbbVie-to-Acquire-Cerevel-Therapeutics-in-Transformative-Transaction-to-Strengthen-Neuroscience-Pipeline https://news.abbvie.com/2023-12-06-AbbVie-to-Acquire-Cerevel-Therapeutics-in-Transformative-Transaction-to-Strengthen-Neuroscience-Pipeline"  
[X Link](https://x.com/drsprs/status/1732515696951582806)  2023-12-06T21:41Z [----] followers, [----] engagements


"VX-548 $VRTX results were as expected. It doesn't have to beat Vicodin to get prescribed. Most surgeons now Rx multimodal pain regimens (Tylenol NSAID gabapentin and an opiate). This drug would be another MOA to add into the mix. Main issue is going to be insurance coverage"  
[X Link](https://x.com/drsprs/status/1752455499801596080)  2024-01-30T22:15Z [----] followers, [----] engagements


"Honestly kinda crazy a random shitpost on a stock $HUMA caused a 20% price decline in [--] day. Well long story short he was wrong. App got accepted no RTF. Careful what you read on the internet. https://investors.humacyte.com/news-releases/news-release-details/human-acellular-vesseltm-havtm-biologics-license-application https://investors.humacyte.com/news-releases/news-release-details/human-acellular-vesseltm-havtm-biologics-license-application"  
[X Link](https://x.com/anyuser/status/1755978212562395522)  2024-02-09T15:33Z [----] followers, [----] engagements


"@avidresearch I think will be close but will hit. Totally understand the bear thesis: Endpoints are different from ph2. No dose response from 10mg to 25mg in ph2. First in class no priors. Bull case: much larger N similar study 25mg results weighed down by [--] very poor responders in ph2"  
[X Link](https://x.com/drsprs/status/1765423924618395813)  2024-03-06T17:07Z [----] followers, 11.9K engagements


"I expected harsh briefing docs from FDA regarding $GERN but all heme/oncs I have spoken to are very interested in the drug nonetheless. No position but is this a long into the adcom Feels dirty tho. 🥴"  
[X Link](https://x.com/drsprs/status/1767598643736187065)  2024-03-12T17:08Z [----] followers, 10.4K engagements


"So I was right. Yes [--] to [--]. $GERN Careful on listening to journalists who know next to nothing about medicine. There is a reason they are journalists. BTW bought calls on this. Rarely do this. Lets see where they end up. I expected harsh briefing docs from FDA regarding $GERN but all heme/oncs I have spoken to are very interested in the drug nonetheless. No position but is this a long into the adcom Feels dirty tho. 🥴 I expected harsh briefing docs from FDA regarding $GERN but all heme/oncs I have spoken to are very interested in the drug nonetheless. No position but is this a long into the"  
[X Link](https://x.com/drsprs/status/1768356582021333275)  2024-03-14T19:20Z [----] followers, 14.5K engagements


"@WaterworldCapi1 Not sure why $AKRO is on this list. It is a long IMO. 🤷♂"  
[X Link](https://x.com/drsprs/status/1772028188551684374)  2024-03-24T22:30Z [----] followers, [----] engagements


"@Dancingtapas Here is a DM from couple months ago I sent. I would monitor it and see how the launch is going. Many obstacles with the commercialization for $IOVA"  
[X Link](https://x.com/drsprs/status/1777506639438119265)  2024-04-09T01:19Z [----] followers, [----] engagements


"Med-tech case study from [----] and [----] IPO class. $SWAV vs. $NARI Popped up on my radar in [----]. Shockwave - saw in the cath lab in [----] when looking for a breast drain connector. Surprising since my HC system slow to adopt new tech. Inari - my IR bud called me to rave about it"  
[X Link](https://x.com/anyuser/status/1777807427242697112)  2024-04-09T21:14Z [----] followers, 13.6K engagements


"IMO opinion in SMID med-tech the [--] keys are: [--]. Rapid broad adoption [--]. Strong top line sales while controlling expenses Most if not all med-techs increase sales 1:1 with expenses. No operating leverage or scale. Mostly due to manufacturing and sales expenses. $NARI for ex:"  
[X Link](https://x.com/drsprs/status/1777807434075299889)  2024-04-09T21:14Z [----] followers, [----] engagements


"$SWAV was different they became profitable early on and scaled rapidly. It helped that they had basically no competition unlike $NARI. IMO long term buy and hold stories in SMID med-tech come along less than once a year. $ISRG $DXCM $PODD are stars from the previous [--] decades"  
[X Link](https://x.com/anyuser/status/1777807435648102627)  2024-04-09T21:14Z [----] followers, [----] engagements


"I exited $NARI last year flat and recently sold $SWAV with large gains after the $JNJ buy-out. Question is who is the next great SMID med-tech"  
[X Link](https://x.com/drsprs/status/1777807437007053009)  2024-04-09T21:14Z [----] followers, [----] engagements


"NCCN melanoma update from last week now includes $IOVA Amtagvi. Pretty quick less than [--] months from FDA approval to NCCN guideline inclusion. As you can see from the second table there are many options for 2nd/later lines in melanoma"  
[X Link](https://x.com/drsprs/status/1779737648934035585)  2024-04-15T05:04Z [----] followers, [----] engagements


"$GH FDA adcom for Shield was rescheduled to 5/23 (this upcoming week). Call me crazy but I think if the adcom is negative AND the company decides to abandon CRC (and lung) screening it's a buy. Why https://www.fda.gov/advisory-committees/advisory-committee-calendar/may-23-2024-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting https://www.fda.gov/advisory-committees/advisory-committee-calendar/may-23-2024-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting"  
[X Link](https://x.com/anyuser/status/1791934998989377685)  2024-05-18T20:52Z [----] followers, [----] engagements


"RE: $CYTK When was the last cardio drug to have a successful launch by a small biotech Will need to summon some of the old timers. @Sports_bios @AndyBiotech @JNVcapital CVTx Ranexa approved [----] launch was slow and was taken out by $GILD [----]. $ESPR more primary care"  
[X Link](https://x.com/anyuser/status/1793676125329363255)  2024-05-23T16:11Z [----] followers, [----] engagements


"Been correct on every single binary in [----]. At some point I will lose but not today. If you have conviction don't let anyone shake you out of a position with their opinion. $INSM https://investor.insmed.com/2024-05-28-Insmed-Announces-Positive-Topline-Results-from-Landmark-ASPEN-Study-of-Brensocatib-in-Patients-with-Bronchiectasis @avidresearch I think will be close but will hit. Totally understand the bear thesis: Endpoints are different from ph2. No dose response from 10mg to 25mg in ph2. First in class no priors. Bull case: much larger N similar study 25mg results weighed down by [--] very"  
[X Link](https://x.com/drsprs/status/1795406953818255521)  2024-05-28T10:49Z [----] followers, 11.1K engagements


"@worstcontrarian First [--] are prob +/- 10-20% moves. $FULC is high risk read out Q4 +100%/-50% type. So far after reading for months on it I don't have much clarity and will prob pass"  
[X Link](https://x.com/drsprs/status/1795573105932538091)  2024-05-28T21:49Z [----] followers, [----] engagements


"RE: $SRPT They own DMD now. Regardless of the stats controversy it's a great business model. Gene tx first. Then if relapse give the exon skippers. Can redose over and over. Another $VRTX like situation. Make new versions repeat. Disc: been long since the FDA YouTube video. 😂"  
[X Link](https://x.com/anyuser/status/1803967561597596083)  2024-06-21T01:45Z [----] followers, [----] engagements


"Generic liposomal bupivicaine FDA approved today (Exparel). In case anyone was wondering why $PCRX plummeting today. Chinese company tho not sure how many hospitals and pharmacies are actually going to stock this. I use Exparel all the time. https://www.accessdata.fda.gov//scripts/cder/daf/index.cfmevent=overview.process&ApplNo=214348 https://www.accessdata.fda.gov//scripts/cder/daf/index.cfmevent=overview.process&ApplNo=214348"  
[X Link](https://x.com/anyuser/status/1808152009893466260)  2024-07-02T14:53Z [----] followers, [----] engagements


"Been going over $QURE HD readout. Issue is there is no specific HD biomarker here. NfL is non specific. cUHDRS is another functional scale highly susceptible to lifestyle modifications - BMI diet smoking drugs coffee reading etc. Neurology literature is littered"  
[X Link](https://x.com/drsprs/status/1811080485348794855)  2024-07-10T16:50Z [----] followers, [----] engagements


"How many FDA review delays this year $ASND $RCKT $HUMA Any others This is like the old days of super slow FDA before. Not acceptable"  
[X Link](https://x.com/drsprs/status/1822004610330194169)  2024-08-09T20:18Z [----] followers, [----] engagements


"I didn't publicly post my fail prediction on $FULC trial for FSHD since I was a pussy this time. 🤣😂 I passed on shorting it or buying puts so didn't make any money. 🤷♂ @worstcontrarian First [--] are prob +/- 10-20% moves. $FULC is high risk read out Q4 +100%/-50% type. So far after reading for months on it I don't have much clarity and will prob pass. @worstcontrarian First [--] are prob +/- 10-20% moves. $FULC is high risk read out Q4 +100%/-50% type. So far after reading for months on it I don't have much clarity and will prob pass"  
[X Link](https://x.com/drsprs/status/1834231653914607811)  2024-09-12T14:04Z [----] followers, [----] engagements


"Took a survey from $VRTX on their new upcoming pain med suzetrigine. Based on questions looks like they are mostly concerned about competition and payor coverage. Insurer coverage is also my primary concern with new pain meds since so many generics"  
[X Link](https://x.com/drsprs/status/1836925785820500375)  2024-09-20T00:30Z [----] followers, [----] engagements


"Wife is watching her friend's cats while she recovers from spine surgery. Outdoor yard cat (grey) that we feed every day is very confused/ concerned. 😹"  
[X Link](https://x.com/drsprs/status/1839354432460558481)  2024-09-26T17:20Z [----] followers, [----] engagements


"Sometimes investing involves reading non verbal cues from management. Regarding $HUMA I thought the CEO was very evasive in the last conference call. She's probably a terrible poker player. I knew something was up bunch of guys messaged me after the PDUFA delay. My responses"  
[X Link](https://x.com/anyuser/status/1847009491654750561)  2024-10-17T20:19Z [----] followers, [----] engagements


"Every biotech hype-cycle ends with online in-fighting among the cultists and then prolonged apathy. Been like this since the message boards in the 90s. CRISPR/gene editing is no different. I never had any position long or short in $CRSP $NTLA $BEAM $PRME but am a close observer"  
[X Link](https://x.com/anyuser/status/1849865604121124937)  2024-10-25T17:28Z [----] followers, [----] engagements


"@GeneInvesting So now you have your entire active investing account in one company $NTLA"  
[X Link](https://x.com/anyuser/status/1853845689840861520)  2024-11-05T17:03Z [----] followers, [---] engagements


"@Sanctuary_Bio Based on my observation since the election I think the market is pricing in Peter Marks leaving the FDA. Having an impact on gene therapy stocks. Everything getting sold on pops algorithmically"  
[X Link](https://x.com/drsprs/status/1856846751631917142)  2024-11-13T23:48Z [----] followers, [----] engagements


"1 year ago X user crowdsourced the "CRISPR crew" for ideas on an equal weighted $100K Biotech portfolio. He ended up with [--] long ideas but stopped posting returns after a few months. I did the calculations below and compared to the $XBI [--] year return"  
[X Link](https://x.com/anyuser/status/1861885023009571054)  2024-11-27T21:29Z [----] followers, [----] engagements


"Equal weighted returns were -11.05% compared to +37.14% on the $XBI. A remarkable -48% spread. Table attached. Holdings: $ABCL $BEAM $CABA $CRBU $CRSP $DNA $EXAI $GOVX $KRYS $LCTX $MLTX $NTLA $PACB $PRME $RXRX $SANA $SDGR $SRPT $TMDX $TWST $TXG $UBX $VCYT $VRTX $XERS https://twitter.com/i/web/status/1861885024972468712 https://twitter.com/i/web/status/1861885024972468712"  
[X Link](https://x.com/anyuser/status/1861885024972468712)  2024-11-27T21:29Z [----] followers, [----] engagements


"I strongly believe that there is positive and negative alpha to be found on this platform you just need to know where to find it. My theory is that the number of positive posts on a certain biotech medtech or lifsci ticker inversely correlates to [--] year performance. Does anyone know how we can run this data"  
[X Link](https://x.com/drsprs/status/1861885026914439242)  2024-11-27T21:29Z [----] followers, 28.1K engagements


"$SURI ETF today lost a whopping 17% today. Refresher $SURI is managed by Propel Bio and their largest position (35%) was $APLT which just had their lead drug get a CRL and dropped 76% today 😱 It gets worse. The co-portfolio manager is none other than Leen Kawas @LeenKawas. Does this name ring a bell Read on. @MicrobiomDigest @Guruleaks1 @adamfeuerstein https://twitter.com/i/web/status/1862716908900164090 https://twitter.com/i/web/status/1862716908900164090"  
[X Link](https://x.com/anyuser/status/1862716908900164090)  2024-11-30T04:34Z [----] followers, 16.9K engagements


"At Propel $SURI guess which company was her big pitch $APLT was her baby and they went big. Watch starting at 20:30 she says that she believed in $APLT because she thought FDA approval was guaranteed AND the CEO was a woman That was the thesis https://www.youtube.com/watchv=H-Z1OSzYCJM https://www.youtube.com/watchv=H-Z1OSzYCJM"  
[X Link](https://x.com/anyuser/status/1862716915317383191)  2024-11-30T04:34Z [----] followers, [----] engagements


"Wow oncologist was a degenerate trader on the $NUVL trial readout. 1.5M penalty gonna hurt tho"  
[X Link](https://x.com/drsprs/status/1869848264520147444)  2024-12-19T20:52Z [----] followers, [----] engagements


"PharmDCA posed a question to his followers recently. This thread likely contains valuable negative alpha. I tabulated the poll results below (after [--] days open). I will track the performance of this equal weighted basket of top [--] bio picks over the next year. Most votes (top 10): $SGMO - [--] $VKTX - [--] $SLS - [--] $NWBO - [--] $IOVA - [--] $IBRX - [--] $CRVS - [--] $PDSB - [--] $NTLA - [--] $HUMA - [--] Honorable mentions: $RVPH - [--] $ESPR - [--] $ARWR - [--] $RGNX - [--] $PSNL - [--] $QURE - [--] I strongly believe that there is positive and negative alpha to be found on this platform you just need to know where to find it. My"  
[X Link](https://x.com/drsprs/status/1872398220753772803)  2024-12-26T21:44Z [----] followers, 53.9K engagements


"Quantum-Si a company that makes half baked protein sequencers that only detect [--] out of [--] amino acids that never has cracked over [---] thousand in quarterly sales in its history that has nothing to do do with quantum computing is up 200% in the past [--] trading days. Complete insanity out there. $QSI Post any other stupid moves the past week to this thread. @WaterworldCapi1"  
[X Link](https://x.com/anyuser/status/1872715817760243877)  2024-12-27T18:46Z [----] followers, 104.8K engagements


"First causality on this top [--] list is $SGMO and it's not even [----] yet. Ironically was the top pick with the most votes. We will have to see how this group fares so far the negative alpha is working. PharmDCA posed a question to his followers recently. This thread likely contains valuable negative alpha. I tabulated the poll results below (after [--] days open). I will track the performance of this equal weighted basket of top [--] bio picks over the next year. Most votes (top https://t.co/edTOeOk5vh PharmDCA posed a question to his followers recently. This thread likely contains valuable"  
[X Link](https://x.com/drsprs/status/1873848220872565191)  2024-12-30T21:46Z [----] followers, 18.2K engagements


"$AKRO Ph2b great results today. High unmet need for F4 cirrhosis MASH/NASH. @WaterworldCapi1 Not sure why $AKRO is on this list. It is a long IMO. 🤷♂ @WaterworldCapi1 Not sure why $AKRO is on this list. It is a long IMO. 🤷♂"  
[X Link](https://x.com/drsprs/status/1883852138553753978)  2025-01-27T12:18Z [----] followers, [----] engagements


"Couple decent medtech IPOs coming soon. First time since [----] anything remotely investable in the medtech space (Procept prob last good one- $PRCT). Beta Bionics $BBNX - basically a more automated insulin pump has sales (50M last year) huge market competes with established players $PODD $MDT $TNDM. S-1 is already out and will price soon. HistoSonics - device that uses high-frequency ultrasound to treat liver tumors non-invasive procedure competes with embolization RFA etc. Benefit is non-invasive faster new modality. https://twitter.com/i/web/status/1884506758913339591"  
[X Link](https://x.com/anyuser/status/1884506758913339591)  2025-01-29T07:39Z [----] followers, [----] engagements


"@Simpsons_tweets I'm working on studying other correlations too. Stay tuned"  
[X Link](https://x.com/drsprs/status/1884683384942977526)  2025-01-29T19:21Z [----] followers, [----] engagements


"Suzetrigrine (Journavx) is the first oral non-opiate pain medication FDA approved in over [--] years. Lyrica (pregabalin) was last approved in [----]. I look forward to being able to prescribe Journavx in about a decade. 😂🤣 I just know this will be formulary restricted. $VRTX"  
[X Link](https://x.com/anyuser/status/1885102003094958267)  2025-01-30T23:05Z [----] followers, [----] engagements


"This whole situation about this plastic surgeon having her breast reconstruction admission "denied" is nonsense. I do all of my tissue expander recons outpatient (same day) as most plastic surgeons do now. Some usually older or academic surgeons prefer to admit overnight. If it's less than [--] hours the facility is still paid as "outpatient." If you feel that a little longer is needed than you can admit as "observation" and the facility payment is a bit more. Only under rare circumstances does a TE need a full inpatient admission which pays the highest facility fee to the hospital. There is"  
[X Link](https://x.com/drsprs/status/1891691738475135404)  2025-02-18T03:30Z [----] followers, [----] engagements


"Some funny responses when I asked my buddies if they will use Symvess acellular vessel $HUMA. Trauma surgeons at a major hospital in LA. @thecontracap"  
[X Link](https://x.com/drsprs/status/1897339048425091145)  2025-03-05T17:30Z [----] followers, [----] engagements


"@Sports_bios Nah $XBI is [--] or [--] based on my calculations from prior weighting. Close to previous bottoms"  
[X Link](https://x.com/drsprs/status/1898028305364001246)  2025-03-07T15:09Z [----] followers, [----] engagements


"Almost [--] years ago when I was a surgical intern another co-intern felt a soft tissue lump in his elbow. Turned out to be synovial sarcoma and he didn't live to see the end of intern year. Tragic. Fast forward to now Adaptimmune $ADAP has an effective cell therapy FDA approved for synovial sarcoma but the finances are looking grim with a "going concern" notice from its auditors today. The economics of cell therapy are tough. I hope that they can pull through somehow or partner to continue offering their therapies. Lete-cel in the pipeline also is promising. Iovance $IOVA another similar"  
[X Link](https://x.com/drsprs/status/1902926966048915458)  2025-03-21T03:35Z [----] followers, 14.3K engagements


"So we finally know the reason for the Symvess PDUFA delay only because the NY Times forced Humacyte to disclose. It is at the discretion of the sponsoring co to disclose details regarding FDA interactions to the public and Humacyte $HUMA disclosed NOTHING last summer. And you still trust this management team Here is the timeline: [--]. FDA Reviewer Dr. Lee raised concerns [--]. FDA considered convening an Advisory Committee (Adcomm) but declined [--]. Delay and internal review [--]. Asked [--] outside vascular surgeons outside FDA to review (basically a private Adcomm) [--]. [--] week delay and then approval."  
[X Link](https://x.com/drsprs/status/1905450011493826938)  2025-03-28T02:40Z [----] followers, [----] engagements


"Was this already priced in for bios/healthcare sector I thought so last November. Lets see on Monday. @Sanctuary_Bio Based on my observation since the election I think the market is pricing in Peter Marks leaving the FDA. Having an impact on gene therapy stocks. Everything getting sold on pops algorithmically. @Sanctuary_Bio Based on my observation since the election I think the market is pricing in Peter Marks leaving the FDA. Having an impact on gene therapy stocks. Everything getting sold on pops algorithmically"  
[X Link](https://x.com/drsprs/status/1905805791585837413)  2025-03-29T02:14Z [----] followers, 18.7K engagements


"Nope wasn't priced in. 💀💀💀 $XBI Was this already priced in for bios/healthcare sector I thought so last November. Lets see on Monday. Was this already priced in for bios/healthcare sector I thought so last November. Lets see on Monday"  
[X Link](https://x.com/drsprs/status/1906720046342119625)  2025-03-31T14:47Z [----] followers, 11.1K engagements


"My close friend from high school is a pretty good contra and he just went all cash this morning. Screenshot for proof. Backstory: he's the one that got me back into active investing in May [----] because he was bored during COVID lockdowns and wanted something to discuss"  
[X Link](https://x.com/drsprs/status/1907803279788224621)  2025-04-03T14:32Z [----] followers, [----] engagements


"This was always the existential threat in owning Charles River $CRL AKA The Rat King. Writing was on the wall for a few years now. "FDA Announces Plan to Phase Out Animal Testing Requirement for Monoclonal Antibodies and Other Drugs" https://www.fda.gov/news-events/press-announcements/fda-announces-plan-phase-out-animal-testing-requirement-monoclonal-antibodies-and-other-drugs https://www.fda.gov/news-events/press-announcements/fda-announces-plan-phase-out-animal-testing-requirement-monoclonal-antibodies-and-other-drugs"  
[X Link](https://x.com/anyuser/status/1910423534196990278)  2025-04-10T20:03Z [----] followers, 11.9K engagements


"This is the thing with Springworks $SWTX. There is a potential bomb of a binary at the end of the year by $IMNM. Varegacestat also known as AL102 is a daily drug and is much more potent. It could cripple nirogacestat sales (BID). I invested in $SWTX after I saw first Q sales were good and my checks were that patients didn't mind the ovarian issues. SWTX management clearly knows the risks and Siegall may have some weird sexual fetishes but the dude is smart. Another reason why oncology investing sucks. It's ok made a decent not great return"  
[X Link](https://x.com/drsprs/status/1915491273169154106)  2025-04-24T19:41Z [----] followers, [----] engagements


"So you want to be a landlord Listing realtor sends my wife (property manager) this application. He says the tenant is "good to go." Wife runs it by me. I run the name through Google and Grok. Guy turns out to be a huge scumbag with 20+ years of federal/state crimes involving fraud. Grok found most of it. Transunion/Asurint tenant application check back clean. Check it out. Scary. I'll take stocks/bonds over real estate any day. Vegas luxury rental market has been slow Mayweather has a house in the same neighborhood. Been listed since January"  
[X Link](https://x.com/drsprs/status/1917074492742111253)  2025-04-29T04:32Z [----] followers, [----] engagements


"$IOVA Amtagvi - good drug helps desperate melanoma patients in need. Hard commercialization. Bad investment. No position. @Dancingtapas Here is a DM from couple months ago I sent. I would monitor it and see how the launch is going. Many obstacles with the commercialization for $IOVA. https://t.co/mb4NMICzfR @Dancingtapas Here is a DM from couple months ago I sent. I would monitor it and see how the launch is going. Many obstacles with the commercialization for $IOVA. https://t.co/mb4NMICzfR"  
[X Link](https://x.com/anyuser/status/1920575840775254152)  2025-05-08T20:25Z [----] followers, [----] engagements


"Reflecting upon [--] years now of a return to active investing. The healthcare port 5-year returns have soundly beaten all of the relevant benchmarks $xbi $ibb $vht but have lagged $spy and $qqq. I only have an edge in healthcare and maybe that edge is thin. Zero edge in any other industry. Healthcare industry really is hated insurers- hated big pharma. Hated biotech- now hated. Maybe HC run as an above average sector is over. So the question is why do I / we do this In the end for me it's about making money and I would have made more money if I just dumped that portfolio into SPY/QQQ the past 5"  
[X Link](https://x.com/drsprs/status/1921248119951634439)  2025-05-10T16:57Z [----] followers, [----] engagements


"Remember that guy BioNewman who had a meltdown in [----] told everyone to f*ck off liquidated his biotech account and deleted/wiped Twitter account. Maybe he was actually trying to help us sickos that invest in the healthcare sector. $XBI $VHT I miss that guy with his dog photos. 🤣😂 https://twitter.com/i/web/status/1922695949136298188 https://twitter.com/i/web/status/1922695949136298188"  
[X Link](https://x.com/anyuser/status/1922695949136298188)  2025-05-14T16:50Z [----] followers, 21.4K engagements


"Healthcare sector still trash. Only sector not positive since the "bottom" on April 8th $XLV $VHT $XBI Remember that guy BioNewman who had a meltdown in [----] told everyone to f*ck off liquidated his biotech account and deleted/wiped Twitter account. Maybe he was actually trying to help us sickos that invest in the healthcare sector. $XBI $VHT I miss that guy with his dog Remember that guy BioNewman who had a meltdown in [----] told everyone to f*ck off liquidated his biotech account and deleted/wiped Twitter account. Maybe he was actually trying to help us sickos that invest in the healthcare"  
[X Link](https://x.com/drsprs/status/1924602538952949959)  2025-05-19T23:06Z [----] followers, [----] engagements


"Couple upcoming digital health IPOs testing the waters soon. Hinge health (no not the dating app 😂) $HNGE and Omada health $OMDA. These are actual businesses with real revenue as opposed to the last generation of digital health SPACs which were all a pile of excrement (Pear Alkili Talkspace UpHealth Babylon Better tx Nuvo) 💩 Hinge is a virtual physical therapy provider and Omada is basically Livongo [---] minus Teledoc. Lets see how these fare in the public markets. https://twitter.com/i/web/status/1924639549285892223 https://twitter.com/i/web/status/1924639549285892223"  
[X Link](https://x.com/anyuser/status/1924639549285892223)  2025-05-20T01:33Z [----] followers, [----] engagements


"Caris Life Sci a diagnostic co I've been following for many years just filed its S-1. Oncos at my HC system switched from Strata to Caris last year and they seem to like them. Nearest public comp is $TEM. Precision medicine testing mostly oncology with an "AI" engine. Many different tissue and blood offerings MRD etc. Like most in this space it burns quite a bit of cash last Q was -127M and they just raised 160M in April. The IPO looks to raise 300M and they had 31M cash before last raise. Like $NTRA and $GH they seem to be scaling and reducing operating losses but likely this co will need"  
[X Link](https://x.com/anyuser/status/1926332768738296219)  2025-05-24T17:41Z [----] followers, [----] engagements


"Was just brainstorming investing ideas in healthcare with my buddy last weekend. I think the integrated healthcare systems and hospital systems are going to have huge tailwinds from AI. Mostly from higher margins due to much more efficient staffing. Labor costs are #1 right now. The administrative bloat in healthcare is easily apparent to most doctors. Tons of HC jobs can be eliminated with AI: scribes schedulers billers coordinators those 1-800 advice nurses and best of all those jagoffs with the clipboards that no one knows what the hell they do. Almost all of these jobs pay six figures."  
[X Link](https://x.com/drsprs/status/1928885331765637428)  2025-05-31T18:44Z [----] followers, [----] engagements


"New FDA clearly leakier than before. $URGN mitomycin approval despite neg adcomm obviously leaked last couple weeks somehow with the price action. Previously regulatory actions by FDA rarely ever had leaks. Trial results or M+A common but not FDA"  
[X Link](https://x.com/drsprs/status/1933222911399330235)  2025-06-12T18:00Z [----] followers, [----] engagements


"Reminder Zimislecel (VX-808) still requires lifelong immunosuppression. T1 diabetics are not going to use this unless already have kidney transplant which are a small percentage. Most will just continue to use insulin pumps which are getting better and integrated with CGM. $VRTX Presented at #ADASciSessions: Zimislecel is an allogeneic stem cellderived islet-cell therapy. This phase [--] study supports the hypothesis that zimislecel can restore physiologic islet function and thus treat persons with type [--] diabetes.Full study: https://t.co/4WOqQUHXek https://t.co/MsO9o5gAvW Presented at"  
[X Link](https://x.com/drsprs/status/1936263842834903345)  2025-06-21T03:24Z [----] followers, [----] engagements


"My rules of thumb for generating returns on FDA adcomms and approvals: [--]. Clean data ➡ no adcomm (moot) ➡ usually approved (limited alpha situation may even drop the day/week of approval priced in avoid binary unless investing in commercial launch) [--]. Messy data (borderline P values high SAEs missing/hidden trials) ➡ no adcomm (this is bad) ➡ usually CRL (short situation) [--]. Messy data ➡ yes adcomm (high alpha situation investigate further can bet on adcomm outcome) ➡ FDA decision depends on adcomm (alpha situation usually follows decision but not always) The last situation is where you can"  
[X Link](https://x.com/drsprs/status/1936542849648246967)  2025-06-21T21:52Z [----] followers, [----] engagements


"Another gene therapy death BTW. This one out of China reported in NEJM. Safety is biggest issue with gene therapies and all new therapeutic modalities. Would patients tolerate this many deaths with small molecules Antibodies RNAi So far looks like IV AAV gene therapies are going to have a certain % mortality rate. What is acceptable r/r $SRPT $RCKT"  
[X Link](https://x.com/drsprs/status/1938091812377530630)  2025-06-26T04:27Z [----] followers, [----] engagements


"@adamfeuerstein @Sports_bios He was a legend. I hope his family is doing well. He will be missed. 🙏"  
[X Link](https://x.com/drsprs/status/1938291531376693654)  2025-06-26T17:41Z [----] followers, [----] engagements


"If I ever stop posting on X for over a month just assume [--] of [--] things happened: [--]. Wife finally poisoned me but probably for something that was my fault anyways. 🤣 [--]. Grown disgusted with biotech $XBI and active management and liquidated everything into $QQQ. Either way I will be in a better place so don't feel bad. 😂🤣"  
[X Link](https://x.com/drsprs/status/1938652220360413619)  2025-06-27T17:34Z [----] followers, [----] engagements


"@A_May_MD If they love peptides wait until they hear about amino acids. Going to blow their mind 😂"  
[X Link](https://x.com/drsprs/status/1940116038198480975)  2025-07-01T18:31Z [----] followers, [----] engagements


"Notice that pharma merger arb spread much lower now that Lina Khan is gone. $ITCI $SWTX $VRNA. Discount to announced deals was high during Biden admin"  
[X Link](https://x.com/drsprs/status/1942950109203046826)  2025-07-09T14:12Z [----] followers, [----] engagements


"@sharkbiotech $CRDF is one of those potential -95%/10x swings. Truly for the biotech degens only. 🤣"  
[X Link](https://x.com/drsprs/status/1948034149463564689)  2025-07-23T14:55Z [----] followers, [----] engagements


"@simpsons_DG You may be a liar a pig an idiot a Communist but you are NOT a porn star 😂😂"  
[X Link](https://x.com/drsprs/status/1948101183362732204)  2025-07-23T19:21Z [----] followers, [---] engagements


"This doesn't affect $ATYR ph3 readout but recent trial in NEJM on MTX vs. prednisone is relevant. Comments/editorial say that this study supports MTX combo to lower maintenance steroid dosage. https://www.nejm.org/doi/full/10.1056/NEJMoa2501443 https://www.nejm.org/doi/full/10.1056/NEJMoa2501443"  
[X Link](https://x.com/drsprs/status/1948748815676432495)  2025-07-25T14:14Z [----] followers, [----] engagements


"These needledicks like Vinay Prasad can't work outside of academia. They are ineffective in private practice or managed care because they have poor results or are too slow. I've seen tons of these guys in my career. They can't exist outside of the circle jerk that is academic medicine. I call them needledicks if they are male. I don't have a word for the female version. $XBI limit up. BREAKING: Vinay Prasad ousted from FDA. Confirmed. Story coming. BREAKING: Vinay Prasad ousted from FDA. Confirmed. Story coming"  
[X Link](https://x.com/drsprs/status/1950371778599268449)  2025-07-30T01:44Z [----] followers, [----] engagements


"@AppleHelix On his old tweets/videos he repeatedly said that he hated single arm onc trials (like $REPL). Also he disliked PFS and wanted OS endpts only. Real life medicine not black/white like that. He should go back to academia pontificating with a low salary. Byyyeeee"  
[X Link](https://x.com/drsprs/status/1950571147625631859)  2025-07-30T14:56Z [----] followers, [----] engagements


"FDA now stands for Federal Dysfunctional Administration 😂🤣"  
[X Link](https://x.com/drsprs/status/1954220644788240597)  2025-08-09T16:38Z [----] followers, [----] engagements


"$HUMA launch for Symvess has been very weak. Actually worse than I initially thought. Turns out when you ask real surgeons opinions outside of KOL calls you get more accurate clues to prescribing or usage. Recall all KOLs were glowing about this product. Some funny responses when I asked my buddies if they will use Symvess acellular vessel $HUMA. Trauma surgeons at a major hospital in LA. @thecontracap https://t.co/Cq692PXYV8 Some funny responses when I asked my buddies if they will use Symvess acellular vessel $HUMA. Trauma surgeons at a major hospital in LA. @thecontracap"  
[X Link](https://x.com/anyuser/status/1954897065651450213)  2025-08-11T13:25Z [----] followers, [----] engagements


"@adamfeuerstein Generic Flexeril already being prescribed for many years off label for fibromyalgia at the cost of pennies. Yes agree"  
[X Link](https://x.com/drsprs/status/1957144859372130376)  2025-08-17T18:17Z [----] followers, [----] engagements


"Bro the stock is [--] bucks and you started dunking on all these dudes Look this is my thesis/game plan on $NTLA. I think the HAE program is a [--] (as you quoted). I also think they will have to do another large offering sometime in the next year and will dilute the hell out of current holders. I actually do like the ATTR program. I am considering starting a position AFTER both of those events happen. The company/stock should be in a very different place at that time (end of [----] or early 2027). Right or wrong on this company you were EARLY. And being early is horrible on opportunity cost. I"  
[X Link](https://x.com/drsprs/status/1960099641766318516)  2025-08-25T21:59Z [----] followers, [----] engagements


"hey nathaniel whats up. Its Ali from LHHS @aloeblacc"  
[X Link](https://x.com/drsprs/status/393581193272127488)  2013-10-25T03:34Z [----] followers, [--] engagements

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