# ![@epickram1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1327030620980195329.png) @epickram1 epickram

epickram posts on X about $slno, $alny, $atyr, data the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1327030620980195329/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327030620980195329/c:line/m:interactions.svg)

- [--] Week [-----] +8,185%
- [--] Month [-----] +511%
- [--] Months [------] +1,575%
- [--] Year [------] +14,952%

### Mentions: [--] [#](/creator/twitter::1327030620980195329/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327030620980195329/c:line/m:posts_active.svg)

- [--] Month [--] -91%
- [--] Months [---] +421%
- [--] Year [---] +1,489%

### Followers: [---] [#](/creator/twitter::1327030620980195329/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327030620980195329/c:line/m:followers.svg)

- [--] Week [---] +6.80%
- [--] Month [---] +8.60%
- [--] Months [---] +625%
- [--] Year [---] +6,667%

### CreatorRank: [---------] [#](/creator/twitter::1327030620980195329/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327030620980195329/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands)  [countries](/list/countries) 

**Social topic influence**
[$slno](/topic/$slno), [$alny](/topic/$alny), [$atyr](/topic/$atyr), [data](/topic/data), [$srpt](/topic/$srpt), [$azn](/topic/$azn) #49, [$vrtx](/topic/$vrtx), [$pepg](/topic/$pepg), [$tecx](/topic/$tecx) #8, [$mbx](/topic/$mbx)

**Top accounts mentioned or mentioned by**
[@geneinvesting](/creator/undefined) [@vulpescap](/creator/undefined) [@plainyogurt21](/creator/undefined) [@balabioresearch](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@avidresearch](/creator/undefined) [@seedy19tron](/creator/undefined) [@amaymd](/creator/undefined) [@267capital](/creator/undefined) [@sanctuarybio](/creator/undefined) [@west0cap](/creator/undefined) [@honzaskaroupka](/creator/undefined) [@aaron51687924](/creator/undefined) [@jcannush](/creator/undefined) [@biovalues](/creator/undefined) [@fakepharmabro](/creator/undefined) [@robdubparker](/creator/undefined) [@grok](/creator/undefined) [@rezfszubagoly](/creator/undefined) [@clarksterh](/creator/undefined)

**Top assets mentioned**
[Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [AstraZeneca PLC (AZN)](/topic/$azn) [Vertex Protocol (VRTX)](/topic/$vrtx) [PepGen Inc. (PEPG)](/topic/$pepg) [Marblex (MBX)](/topic/$mbx) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Aardvark Therapeutics, Inc (AARD)](/topic/$aard) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Amylyx Pharmaceuticals, Inc. (AMLX)](/topic/$amlx) [Sionna Therapeutics, Inc. (SION)](/topic/$sion) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [uniQure N.V. (QURE)](/topic/$qure) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Rapport Therapeutics, Inc. (RAPP)](/topic/$rapp) [Novartis AG (NVS)](/topic/$nvs) [Insmed, Inc. (INSM)](/topic/$insm) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Chris487184 @elonmusk Two reasons this is fine (1) alternate slate of electors were acting under the first amendment (2) the constitution doesnt ban people from assembling/declaring themselves as electors Again lets not forget what happened in [----] was unanimously illegal by a Supreme Court"  
[X Link](https://x.com/epickram1/status/1841875846987985256)  2024-10-03T16:19Z [--] followers, [--] engagements


"@GeneInvesting @BK7959925597715 @ntlaguy Risk benefit of this drug makes no sense in the elderly as well as economics It probably does the same thing as vutrisiran and taf/acor"  
[X Link](https://x.com/epickram1/status/1858251856197390770)  2024-11-17T20:52Z [--] followers, [--] engagements


"@GeneInvesting @HassanAesthetic All these confounding variables are hard to quantify but thats why we run outcomes studies and see what happens"  
[X Link](https://x.com/epickram1/status/1871764229168259490)  2024-12-25T03:45Z [--] followers, [--] engagements


"@GeneInvesting Do you see how wide the error margins are on NTLA data Again you are talking about like a [--] patient difference in a sample or [--]. Idk how anyone can make a call that a drug in Ph1 is definitively better. And once again these confounding variables are hard to actually quantify"  
[X Link](https://x.com/epickram1/status/1871926581578662239)  2024-12-25T14:30Z [--] followers, [--] engagements


"@GeneInvesting Again with the CI that wide one cant make the case its definitely better. Rn looks similar I would say. Even after full ph3 outcomes trials people cant say who is better taf acor or vutri - yet you with ph1 data in [--] patients are saying ntla is definitely better"  
[X Link](https://x.com/epickram1/status/1872023229038248059)  2024-12-25T20:54Z [--] followers, [--] engagements


"@GeneInvesting If you cant compare hard outcomes (the highest bar clinically) what can you compare then Everything else is just theoretical and this isnt a science project these are patients"  
[X Link](https://x.com/epickram1/status/1872031880046116892)  2024-12-25T21:29Z [--] followers, [--] engagements


"@GeneInvesting Yea patients take time to separate on the KM curves whats your point"  
[X Link](https://x.com/epickram1/status/1872035510358561264)  2024-12-25T21:43Z [--] followers, [--] engagements


"@GeneInvesting You know what Im referring to look at their time to CV event data. Isnt this actual data reported by them This looks the same as ALNY"  
[X Link](https://x.com/epickram1/status/1881409328231612617)  2025-01-20T18:31Z [--] followers, [--] engagements


"@GeneInvesting Its basic math not even an argument. Anyone with biotech experience would tell you its noise did you try asking other people"  
[X Link](https://x.com/epickram1/status/1881468558934520228)  2025-01-20T22:27Z [--] followers, [--] engagements


"@lewis_jill39241 @StephaniaNYC @SpencerHakimian Inflation is under control not sure what you are referring to"  
[X Link](https://x.com/epickram1/status/1941347537119740050)  2025-07-05T04:04Z [--] followers, [--] engagements


"@micah_erfan Get a private a loan and actually think twice about useless grad school degrees that tax payers should not be endlessly funding without any sort of underwriting the creditworthiness of those degrees"  
[X Link](https://x.com/epickram1/status/1941505241838702770)  2025-07-05T14:31Z [--] followers, [--] engagements


"@krassenstein @libsoftiktok The previous DOJ under Biden had the same exact set of documents and also nothing. Would think that if there was a list we would have seen one by now surely left now falling for conspiracy theoriesI thought that was supposed to be the right"  
[X Link](https://x.com/epickram1/status/1942231637330211219)  2025-07-07T14:38Z [--] followers, [---] engagements


"@krassenstein The list was a set of documents that people thought had a list. The investigate documents and find no list very simple explanation 😂but keep falling for conspiracies and maga will mop the floor in 2028"  
[X Link](https://x.com/epickram1/status/1942232685751025701)  2025-07-07T14:42Z [--] followers, [--] engagements


"@A_May_MD @Barry3252181 @West0_Cap Yea agreed and fundamental to $NKTR play. I guess its all about what sales are currently priced in for [---] like how do you justify further upside for $APGE here if all we learned is that safety is now an issue I feel like the trade up into this readout is just a reflection"  
[X Link](https://x.com/epickram/status/1942413152093704326)  2025-07-08T02:39Z [---] followers, [---] engagements


"@JoJoFromJerz Because there isnt a list to release 😂"  
[X Link](https://x.com/epickram1/status/1942546285086568534)  2025-07-08T11:28Z [--] followers, [--] engagements


"@SpencerHakimian So lets correct some stuff here before you push your silly big inflation narrative: Core CPI M/M: .2% .3% consensus Annualized Core CPI: 2.9% 3% consensus Headline CPI M/M: +.3% = +.3% consensus Annualized Headline: +2.7=+2.7% consensus 60% chance sept rate cut"  
[X Link](https://x.com/epickram1/status/1945114545657110971)  2025-07-15T13:33Z [--] followers, [--] engagements


"@JoJoFromJerz Why is it bullshit when now we have actual evidence (not a specious conspiracy theory) that there was a cover up in the White House on the mental decline of Joe Biden. Who was running the country The difference is we dont have any evidence for Epstein vs here its pretty clear"  
[X Link](https://x.com/epickram1/status/1945115462569730524)  2025-07-15T13:37Z [--] followers, [--] engagements


"@ejkrevolution @NJBeisner @AndrewYang Well Im just describing what you are doing there is no piece of evidence that can refute your conspiracy. Anything countering it is just used to make it a bigger conspiracyfor most people the fbi and doj concluding no evidence is enough"  
[X Link](https://x.com/epickram1/status/1945817162939068635)  2025-07-17T12:05Z [--] followers, [--] engagements


"@ejkrevolution @NJBeisner @AndrewYang So what you are alleging is that the US gov Trump Vance Dan Bongino Pam Bondi Kash Patel Biden etc are all knowingly complicit in covering up a child s*x ring If thats what you are saying just at least say have courage for your convictions"  
[X Link](https://x.com/epickram1/status/1945834701756694563)  2025-07-17T13:15Z [--] followers, [--] engagements


"@ejkrevolution @ChazFlannel @NJBeisner @AndrewYang Investigation arrest prosecution grand jury for criminal cases"  
[X Link](https://x.com/epickram1/status/1946181166760939838)  2025-07-18T12:12Z [--] followers, [--] engagements


"@Ike_Saul He hasnt used the word enigma once on Twitter lol"  
[X Link](https://x.com/epickram1/status/1946635427437264952)  2025-07-19T18:17Z [--] followers, [--] engagements


"@BalaBioResearch I agree with your point here but neither did SLNOs conclusions for DCCR/Vykat. SLNO was saying the NPY expression is overactivated in PWS and that DCCR reduces that but if you look in the lit NPY is actually underexpressed. Bottom line: nobody understands this disease"  
[X Link](https://x.com/epickram/status/1951431646424547387)  2025-08-01T23:55Z [--] followers, [--] engagements


"@BalaBioResearch So I wouldnt necessarily say this is that bad for $AARD as $SLNO was essentially making the same biotech sales pitch to investors on MoA when a disease like PWS is never going to be straightforward like thatI dont think this paper tells us anything new frankly"  
[X Link](https://x.com/epickram/status/1951432029309899124)  2025-08-01T23:57Z [--] followers, [---] engagements


"@Aaron51687924 @West0_Cap $VRTX has tried to develop NBD1 and its just been historically a tough target to drug. $SION first to crack the code here. I dont know where you got that they need to be better than Trikafta to have a drug here. Its novel MoA and plenty of patients either fail to respond"  
[X Link](https://x.com/epickram1/status/1953250901902410005)  2025-08-07T00:24Z [--] followers, [--] engagements


"@Aaron51687924 @West0_Cap The CFHBE data is super predictive of clinical efficacy and theyve shown superiority to trikafta already plus we know the assay is being done correctly their ratios of trikafta to symdeko make sense and they have $vrtx CMO"  
[X Link](https://x.com/epickram1/status/1953408795872301296)  2025-08-07T10:52Z [--] followers, [---] engagements


"@drsprs @West0_Cap Also did atumelnant see liver enzyme issues thats a non starter in CAH patients given the high safety bar set by Crenessity $NBIX"  
[X Link](https://x.com/epickram/status/1953895862196703569)  2025-08-08T19:07Z [--] followers, [---] engagements


"@West0_Cap Also if nHCM works next year $CYTK has the whole spectrum of the disease with a drug that has a better PK/safety profile more flexible titration & echo windows and no DDI monitoring with $BMY doing all the heavy lifting building out the market now"  
[X Link](https://x.com/epickram1/status/1954237357890400379)  2025-08-09T17:44Z [--] followers, [---] engagements


"@West0_Cap Also the ph3 $CRNX trial design is a higher bar than $NBIX so a win there (though more challenging) could imply a more favorable label etc. which is possible given atum looks more potent thus far I still safety is an issue that will take time to disprove"  
[X Link](https://x.com/epickram/status/1954239017979142200)  2025-08-09T17:51Z [--] followers, [---] engagements


"@WinstonV99 @semodough Pretty meaningful if Mava shows efficacy trends and that the lack of efficacy was dur to TI concerns with patients sitting at the lower [--] mg dosewould be bullish readthrough to afi imo"  
[X Link](https://x.com/epickram1/status/1955654683261055018)  2025-08-13T15:36Z [--] followers, [--] engagements


"@BalaBioResearch The [--] redosed patients in AARD ph2 was just the patients from part [--] that were re-treated in part [--] I dont think it has anything to do with chewing the tablets. But if someone chewed the tablet they def would know"  
[X Link](https://x.com/epickram/status/1956566899581505780)  2025-08-16T04:01Z [--] followers, [---] engagements


"@BalaBioResearch I think $SLNO had some functional unblinding with the side effects (hair growth etc) and with how clean $AARD drug is that might actually play against them"  
[X Link](https://x.com/epickram/status/1956567300305248550)  2025-08-16T04:02Z [--] followers, [---] engagements


"@BalaBioResearch @plainyogurt21 For $MBX If you estimate a mean peak serum adjusted calcium of [----] and .6-.7 SD I was getting like 30% potentially going into hypercalcemia at the peakssimilar math with yorvi yielded 10% and was in line with the trial data"  
[X Link](https://x.com/epickram1/status/1957468969310236884)  2025-08-18T15:45Z [--] followers, [--] engagements


"@Sanctuary_Bio My issue now is that what actually disproves the negative here for $SLNO Do we hold and need to wait a few quarters for this to get flushed out slowly by solid revenue beats or do we just expose ourselves that way to potential catastrophe safety signal thats $SRPT like"  
[X Link](https://x.com/epickram1/status/1958095357239296267)  2025-08-20T09:14Z [--] followers, [---] engagements


"@Sanctuary_Bio Not to mention as we wait for these durable revenue beats we now also get closer to $ACAD and $RYTM risks not sure what really sends shares higher in the near-term even if this scorpion report is over exaggerating in reality"  
[X Link](https://x.com/epickram1/status/1958095817157308484)  2025-08-20T09:16Z [--] followers, [---] engagements


"@semodough $AARD got pushed back to 3Q26"  
[X Link](https://x.com/epickram/status/1958185001964495244)  2025-08-20T15:11Z [--] followers, [--] engagements


"@GeneInvesting @A_May_MD I still struggle to see the differentiation with a one-and-done if $ALNY is doing a next-gen and ATTR-CM patients already see a doc 2x annually"  
[X Link](https://x.com/epickram/status/1958223970777653512)  2025-08-20T17:45Z [---] followers, [---] engagements


"@GeneInvesting @A_May_MD (1) TTR silencers broadly at this point are a de-risked MOA in ATTR-CM not just $NTLA drug (2) everyone knows $ALNY who has entrenched themselves in the maker and are killing it rn with vutri (3) most of these docs are not directly dealing with insurance thats admins"  
[X Link](https://x.com/epickram/status/1958228840158830952)  2025-08-20T18:05Z [--] followers, [---] engagements


"@GeneInvesting @A_May_MD (1) and also if anything I would say $ALNY next-gen is way more de-risked since we know their platform is safe and they know how to run outcomes studies"  
[X Link](https://x.com/epickram/status/1958229200470675610)  2025-08-20T18:06Z [---] followers, [---] engagements


"@GeneInvesting @A_May_MD (1) yes but your point that somehow $NTLA has a better chance in an outcomes study than $ALNY because they only have HV data cmon (2) how is vutri trash (3) takhzyro has really good doc feedback"  
[X Link](https://x.com/epickram/status/1958231645334675966)  2025-08-20T18:16Z [---] followers, [---] engagements


"@GeneInvesting @A_May_MD (1) but your point was the drug is early etc given HV data do you actually think $ALNY doesnt know what they are doing (2) tell us all how it will be better please explain your logic question for you how is $NTLA planning on the biz model for this drug"  
[X Link](https://x.com/epickram/status/1958237721836814507)  2025-08-20T18:40Z [---] followers, [---] engagements


"@GeneInvesting @A_May_MD Well if the market was pricing in a best-in-class agent as consensus with a high POS wouldnt the stock price reflect that I think my take pretty consensus"  
[X Link](https://x.com/epickram1/status/1958250280606396481)  2025-08-20T19:30Z [--] followers, [---] engagements


"@seedy19tron Generalist unfortunately dont like big drops like $VRTX recent one was a safe haven in biotech for a while"  
[X Link](https://x.com/epickram1/status/1958255202735407219)  2025-08-20T19:49Z [--] followers, [---] engagements


"@Vulpescap (4) so even if $PEPG continues to show 25% splicing and functional trends in the SAD I dont think many will care. It will take lots of MAD safety data to disprove the negative on safety plus this space is super crowded now with $ARWR and $VRTX early competitors as well"  
[X Link](https://x.com/epickram1/status/1958802796309807349)  2025-08-22T08:05Z [--] followers, [---] engagements


"@BioValues @Vulpescap [--] mg/kg will probably be fine since DMD construct with the narrower therapeutic index started seeing issues at [--] mg/kg in healthies and patients. My concern is chronic dosing since $SRPT cut the program after a year of safety which had 90% hypomag"  
[X Link](https://x.com/epickram/status/1958902656908329011)  2025-08-22T14:42Z [--] followers, [---] engagements


"@BioValues @Vulpescap CEO is a bit of a goofball but either way do you really believe that we wont see safety issues with chronic dosing Sure the TI is wider with DM1 in monkeys but how that translates in humans is yet to be seen"  
[X Link](https://x.com/epickram1/status/1958914573966213183)  2025-08-22T15:30Z [--] followers, [--] engagements


"$ATYR [--] patients were able to taper off of prednisone completely (1 pbo patient and three [--] mg/kg). However the patient receiving pbo could not be maintained off prednisone for more than [--] weeks because of worsening sarcoidosis and required resumption of prednisone to 10mg/d"  
[X Link](https://x.com/epickram/status/1964387516779549060)  2025-09-06T17:57Z [---] followers, [----] engagements


"@GBozkurt1663 @MartinShkreli @AaronRosenblum5 @Vulpescap @Branicz $SLNO DCCR failed ph3 RCT and worked in a RWT and got approved with the RCT confounded by COVID"  
[X Link](https://x.com/epickram/status/1964488335201914999)  2025-09-07T00:38Z [---] followers, [---] engagements


"@anthonystaj @MartinShkreli @Vulpescap @AaronRosenblum5 @Branicz No im just asking you to clearly articulate how drug is pbo which was not clear from the collection of ideas you put in that tweet. Its hard to follow your logic"  
[X Link](https://x.com/epickram/status/1964529200641298574)  2025-09-07T03:20Z [---] followers, [---] engagements


"@TCellEngager @Vulpescap Lots of flaws here in your argument: patients were randomized in each cohort so nobody knew drug vs pbo yes it was sequential staggered MAD this a standard design for a dose finding ph1/2 study where the DSMB independenly reviews data to decide on escalation -cont"  
[X Link](https://x.com/epickram/status/1964699378339422538)  2025-09-07T14:36Z [---] followers, [---] engagements


"@medtechmustache @MartinShkreli @AaronRosenblum5 @Vulpescap @Branicz So its only a real drug effect if efficacy continues to slope upwards Take a look at $VRTX triakafta FEV1 data it caps out at like 2-4 weeks and stays stable just like FVC here 🤔"  
[X Link](https://x.com/epickram/status/1964711751586652283)  2025-09-07T15:25Z [---] followers, [---] engagements


"@TCellEngager @jigpika @Vulpescap @cigs1234 How about you go run a better study if you are so smart"  
[X Link](https://x.com/epickram/status/1964745807699288557)  2025-09-07T17:41Z [---] followers, [--] engagements


"$ATYR Exposure response analysis using a population PK model of HV and Ph1/2 patient level data shows that efzo dose dependently improves steroid sparing lung function and PROs https://pmc.ncbi.nlm.nih.gov/articles/PMC10580085/ https://pmc.ncbi.nlm.nih.gov/articles/PMC10580085/"  
[X Link](https://x.com/epickram/status/1964747065545859147)  2025-09-07T17:46Z [---] followers, [----] engagements


"$ATYR Analysis was performed on peripheral blood mononuclear cells (PBMCs) and serum collected from patients with sarcoidosis in the Phase 1b/2a clinical trial provide direct evidence that efzo's MoA is tangible in PS. https://www.science.org/doi/10.1126/scitranslmed.adp4754 https://www.science.org/doi/10.1126/scitranslmed.adp4754"  
[X Link](https://x.com/epickram/status/1964759315807608936)  2025-09-07T18:34Z [---] followers, [----] engagements


"@tuduni90782 Well considering its sparring steroids and not a cure/reversing disease Im not really surprised tbhpbo is clearly worsening on markers while efzo keeps patients stable or improve which is good enough to validate biological activity and corroborate the efficacy we are seeing"  
[X Link](https://x.com/epickram/status/1964851586586538415)  2025-09-08T00:41Z [---] followers, [---] engagements


"@inshatters1 This is a ph3 ready epilepsy drug with very solid efficacy and favorable safety vs fycompaoptionally with bipolar mania 1H27 and paincurrently $1.4B EV on a fully diluted basis post hypothetical raise. Plenty of room for this to grind closer to $2B over time"  
[X Link](https://x.com/epickram/status/1965028469907316993)  2025-09-08T12:24Z [---] followers, [--] engagements


"@rxgongivit2ya @MelvinRiskMgmt @monaco_biotech I fully agree it was enriched for responders and its small open label study but 80% median seizure reductions leaves plenty of room for regression. Whats interesting is that 5/30 patients with RNS leads outside the hippocampus were responders according to management"  
[X Link](https://x.com/epickram/status/1965029743696494599)  2025-09-08T12:29Z [---] followers, [---] engagements


"@ZShen3427 @monaco_biotech @RichardTip17589 Its in the clinical review docs"  
[X Link](https://x.com/epickram/status/1965062159060373985)  2025-09-08T14:38Z [---] followers, [--] engagements


"@jamesc_867 They have presented preclinical evidence that efzo statistically significantly lowers granulomas at concentrations that [--] and [--] mpk reached in the ph1/2"  
[X Link](https://x.com/epickram/status/1965091842787344700)  2025-09-08T16:36Z [---] followers, [---] engagements


"@AaronRosenblum5 And all the secondary endpoint corroboration (lung function PROs) biomarker evidence and KM curves on relapse rates were also chance findings"  
[X Link](https://x.com/epickram/status/1965177268222976163)  2025-09-08T22:15Z [---] followers, [---] engagements


"@AaronRosenblum5 The [--] mpk cohort was unaffected by the protocol amendment in the 5mpk cohort and yet still showed similar efficacy results on the primary and secondaries in the ph1/2. Also how does a patient bias genetic and protein biomarker data voluntarily"  
[X Link](https://x.com/epickram/status/1965185116038476000)  2025-09-08T22:46Z [---] followers, [---] engagements


"$ATYR bears have pivoted from there is no tx effect to there is one but its not REAL and when asked why its not real they cite confounding baseline imbalances but when asked they cannot actually mathematically show how much of the tx effect is explained by the baseline -c"  
[X Link](https://x.com/anyuser/status/1965229899595350183)  2025-09-09T01:44Z [---] followers, [----] engagements


"They say things like oh its sequential and oh the [--] mpk had protocol change yet [--] mpk would logically have those biases NETED OUT (no protocol change and 1/3 above and 1/3 below) with similar 2mg delta efficacy to 5mpk -cont"  
[X Link](https://x.com/epickram/status/1965229902371999957)  2025-09-09T01:44Z [---] followers, [---] engagements


"@AaronRosenblum5 @Vulpescap @jesse_brodkin They have a chest pub and one in sci trans med plus another post hoc analysis idk what you guys want lol"  
[X Link](https://x.com/epickram/status/1965386456274534848)  2025-09-09T12:07Z [---] followers, [--] engagements


"@AaronRosenblum5 @Vulpescap @jesse_brodkin You are making it sound like its fraud but when we get to the crucks of it you just dont like baseline imbalances seems like"  
[X Link](https://x.com/epickram/status/1965389020357427720)  2025-09-09T12:17Z [---] followers, [---] engagements


"@TTRAmyloid Why were the ns for evaluated patients on the functional endpoints so small"  
[X Link](https://x.com/epickram/status/1965764720436326586)  2025-09-10T13:10Z [---] followers, [---] engagements


"@NYCTTrader Study is [--] months longer and more aggressive tapering with objective PI decision making vs discretion. Lower baseline steroids also minimizes regression to mean/pbo effect. All of that should be enough to get this thing to [---] mg"  
[X Link](https://x.com/epickram/status/1966519042706907137)  2025-09-12T15:07Z [---] followers, [---] engagements


"@AaronRosenblum5 $MBX is standard movement I think $ATYR is short covering or someone knows something"  
[X Link](https://x.com/epickram/status/1966571636104065275)  2025-09-12T18:36Z [---] followers, [----] engagements


"@benji_dovi @AaronRosenblum5 I cant dump on good data"  
[X Link](https://x.com/epickram/status/1966574191068529020)  2025-09-12T18:46Z [---] followers, [--] engagements


"@TCellEngager @houndcl Nice so you think all the top institutions like fidelity etc are stupid Good to know"  
[X Link](https://x.com/epickram/status/1966590160176292271)  2025-09-12T19:50Z [---] followers, [---] engagements


"@fakepharmabro They may not have a conference call if its just a topline. $ALKS had a similar thing with NT1 data which they just toplined (no call) and then presented at world sleep medical conference and then did a company call. Its not a bad thing"  
[X Link](https://x.com/epickram/status/1966605577586438345)  2025-09-12T20:51Z [---] followers, [---] engagements


"@Duke0035 @houndcl You should try to get a job at fidelity black rock vanguard Woodline Millenium etc if you think you know better than them and can run a book (all ATYR shareholders fyi)"  
[X Link](https://x.com/epickram/status/1966606607300604033)  2025-09-12T20:55Z [---] followers, [---] engagements


"@fakepharmabro How could they host a call if the data is embargoed Im pretty sure they sign an agreement to save a presentation for these medical eventslike I can think of plenty of examples recently: $ALNY HELIOS-B $CYTK MAPLE-HCM $ALKS NT1 etc want me to name more"  
[X Link](https://x.com/epickram/status/1966610841907659095)  2025-09-12T21:12Z [---] followers, [---] engagements


"@MelvinRiskMgmt @AaronRosenblum5 @fakepharmabro Theres plenty of examples of this recently for material events: $ALNY HELIOS-B $CYTK MAPLE-HCM $ALKS NT1 etc"  
[X Link](https://x.com/epickram/status/1966638393237836230)  2025-09-12T23:01Z [---] followers, [---] engagements


"@MelvinRiskMgmt @AaronRosenblum5 @fakepharmabro I meant one doesnt really need a Medal of Honor in counsel to invest not that you shouldnt invest in biotech. Who cares its X people speculate about shit and frankly what matters is whos right about speculating on the trial not the call which you seem to really care about"  
[X Link](https://x.com/epickram/status/1966707472321654882)  2025-09-13T03:36Z [---] followers, [--] engagements


"@EgorBezel @plainyogurt21 I dont think Ive ever seen an unfavorable NH comparison in biotech lmao so odds in $QURE favor. They also selected this NH cohort as prompted by the FDA"  
[X Link](https://x.com/epickram/status/1967579126304559550)  2025-09-15T13:19Z [---] followers, [----] engagements


"@financebully @BalaBioResearch Im sorry that prior ph3 levo data is consensus trash in the street. Out of [--] of the co primary endpoints only the low dose hit in the HQ-CThow can you not admit thats likely a false positive"  
[X Link](https://x.com/epickram/status/1969501840006897931)  2025-09-20T20:40Z [---] followers, [---] engagements


"@financebully @BalaBioResearch Fyi acad bought levo for [--] million dollars lmao doesnt sound like a very promising asset to me"  
[X Link](https://x.com/epickram/status/1969530954109571168)  2025-09-20T22:35Z [---] followers, [--] engagements


"@BalaBioResearch Watch out for urine calcium and hypercalcemia rates in the call $MBX. Weird wording for the former in the PR and no mention of the latter"  
[X Link](https://x.com/epickram/status/1970086480895762750)  2025-09-22T11:23Z [---] followers, [---] engagements


"$MBX 30% hypercalcemia in high dose"  
[X Link](https://x.com/anyuser/status/1970096537293488202)  2025-09-22T12:03Z [---] followers, [----] engagements


"@Kapstahoon @BalaBioResearch Yea each scorpion tweet just means buy more $SLNO"  
[X Link](https://x.com/epickram/status/1970622562540437621)  2025-09-23T22:53Z [---] followers, [---] engagements


"@seedy19tron Hey just be careful here many investors got burned after their DMD oligo (leveraging the same peptide platform delivery modality) barely produced any dystrophin and blasted peoples kidneys. This is single dose data and the theoretical safety risk is a big overhang fyi"  
[X Link](https://x.com/epickram/status/1971002252648382719)  2025-09-25T00:02Z [---] followers, [----] engagements


"@seedy19tron Its transferrin delivery which has proven to be quite safe across many programs even if there is some anemia risk that one stroke they had a while back I think was one off and investors have gotten comfortable"  
[X Link](https://x.com/epickram/status/1971003214960132143)  2025-09-25T00:06Z [---] followers, [---] engagements


"@seedy19tron $SRPT and $PEPG both killed their cell penetrating peptide conjugates in DMD theres some evidence the therapeutic index is wider in DM1 preclinical according to $PEPG but imo chronic dosing in humans will be the only way to disprove this negative"  
[X Link](https://x.com/epickram/status/1971003829060800999)  2025-09-25T00:08Z [---] followers, [----] engagements


"@AB1001_disciple @TheRealupnDown I doubt anyone is gonna wait that long for $ALNY to generate POC data before bidding on $QUREAveXis zolgensma comps have this thing selling at $8B (4x peak sales of $2B)"  
[X Link](https://x.com/epickram/status/1971009284508094826)  2025-09-25T00:30Z [---] followers, [---] engagements


"@Hall8Jack @semodough Yea after a year of chronic dosing $SRPT saw 90%+ hypomag and cut the program"  
[X Link](https://x.com/epickram/status/1971266864887333323)  2025-09-25T17:33Z [---] followers, [---] engagements


"@avidresearch @Sports_bios Safety big overhang for $PEPG dont forget that $SRPT literally got word from the FDA on their DMD peptide conjugate the risk/benefit is not favorable and they discontinued that entire next-gen skipper franchise + $PEPG also discontinued in DMD after [--] mpk showed hypomag/eGFR🔽"  
[X Link](https://x.com/epickram/status/1971663135129194501)  2025-09-26T19:48Z [---] followers, [----] engagements


"I have a question for $MLTX longs why dont they compare to the BZKs ph2 HS data where SLK massively underperformed Oh and lets not forget how much ph2 - ph3 regression BZK had. When comping why cherry pick BZKs ph3 ALL-ABX vs HS-ABX"  
[X Link](https://x.com/anyuser/status/1971941366281457956)  2025-09-27T14:13Z [---] followers, [---] engagements


"How come Merck outlincensed this thing to $MLTX after ph2 PsO data Was it because big pharma already determined it looked NO DIFF than BZK $MLTX later confirmed this in PsA 👏where again SLK looks NO DIFF than BZKwhy would HS be diff"  
[X Link](https://x.com/epickram/status/1971941368416424351)  2025-09-27T14:13Z [---] followers, [---] engagements


"@PickingMyOwn Im taking about the thousands of people that looted and rioted during Floyd did the DOJ prosecute them as well or was it only J6 And do you support national guard in cities just curious"  
[X Link](https://x.com/epickram/status/1976258402671264138)  2025-10-09T12:08Z [---] followers, [--] engagements


"@john_hersc79276 @seedy19tron @jw929204 $JNJ bought $ITCI for $15B at JPM this year. With the M&A tailwind now I could easily see north of $20B on the table at the next one"  
[X Link](https://x.com/epickram/status/1976638194625237223)  2025-10-10T13:17Z [---] followers, [--] engagements


"@vijay9933 @doepke_michel I honestly think nHCM is risky bet considering how high pbo did on KCCQ ODYSSEY and how tough it is to hit on exercise capacity in this indication. CMIs arent the best drugs for nHCM where there is no gradient to guide dosing etc"  
[X Link](https://x.com/epickram/status/1977429526662517238)  2025-10-12T17:41Z [---] followers, [--] engagements


"@267capital @avidresearch Considering there were thousands of twitter posts of people publicly celebrating it"  
[X Link](https://x.com/epickram/status/1978429974043414554)  2025-10-15T11:57Z [---] followers, [--] engagements


"@267capital @avidresearch I mean its obviously fringe stuff because the chat was praising hitler and Trump just helped Israel the Jewish establish peace in the Middle East just as an example. These views dont align with actual party full stop"  
[X Link](https://x.com/epickram/status/1978432264112423276)  2025-10-15T12:06Z [---] followers, [--] engagements


"@267capital @avidresearch Its naturally to compare two groups nothing out of the ordinary. But I will say this that recently theres been a rise in permission structures for violence on the far left which also deserves attention"  
[X Link](https://x.com/epickram/status/1978432737787707565)  2025-10-15T12:08Z [---] followers, [--] engagements


"@267capital @avidresearch Almost 50% of very liberal people say political violence is acceptable or are unsure vs 10% of very conservatives. Less extreme groups hold same trend: 17% libs vs 9% conservatives. So thats 2-4x more people https://today.yougov.com/politics/articles/52960-charlie-kirk-americans-political-violence-poll https://today.yougov.com/politics/articles/52960-charlie-kirk-americans-political-violence-poll"  
[X Link](https://x.com/epickram/status/1978463490164531240)  2025-10-15T14:10Z [---] followers, [--] engagements


"@267capital @avidresearch Dude almost 50% of very lib people range from prefer not to say to its justified to commit political violence. Which is substantially higher than conservatives by 2-3x Its a two side issue but disproportionately higher on the left which has permission structures"  
[X Link](https://x.com/epickram/status/1978467154547855596)  2025-10-15T14:25Z [---] followers, [--] engagements


"@267capital @avidresearch How is it irrelevant Im trying to say that theres empirical evidence one side is disproportionately more violent and you are pointing out [--] people I think my data are more robust"  
[X Link](https://x.com/epickram/status/1978495490531455368)  2025-10-15T16:17Z [---] followers, [--] engagements


"@267capital @avidresearch (5) I have not seen recent poll data communicating the contrary so as it stands the largest/most recent obs data point to the left being a bigger issue (6) mainstream dems need to call this out and dissociate from far left ideology that is plaguing the party"  
[X Link](https://x.com/epickram/status/1978536317060346072)  2025-10-15T18:59Z [---] followers, [--] engagements


"@267capital @avidresearch (7) investing in biotech cannot be compared to politics in that way imo"  
[X Link](https://x.com/epickram/status/1978536478507426080)  2025-10-15T19:00Z [---] followers, [--] engagements


"@pawcio2009 I mean someone else now has that stake (block trade) and so the net effect is $srpt just giving $arwr a milestone"  
[X Link](https://x.com/epickram/status/1955794564893302901)  2025-08-14T00:52Z [---] followers, [---] engagements


"@Vulpescap (2) $PEPG makes the case that DM1 has a wider therapeutic index in preclinical NHP models but imo even if SAD data are clean we really wont know about safety here until we have longer term MAD data since this stuff accumulates in the kidneys over time"  
[X Link](https://x.com/epickram/status/1958801098572964247)  2025-08-22T07:59Z [---] followers, [---] engagements


"@Vulpescap (3) the current $PEPG DM1 data is pretty mediocre IMO $DYN & $RNA just validated that VHOT/functional endpoints are the only valid reg parh splicing while important for corroboration is irrelevant to FDA. $PEPG splicing looks solid but VHOT/functional is uninterpretable"  
[X Link](https://x.com/epickram/status/1958801974964416695)  2025-08-22T08:02Z [---] followers, [---] engagements


"@Vulpescap I just dont think anyone cares lol $DYN got turned down on AA on CASI sure if you see a clinical effect it helps corroborate the realness but outside of that I dont think it says much. $PEPG just doesnt even have a clinical signal yet and safety is a big problem"  
[X Link](https://x.com/epickram/status/1958913310700560849)  2025-08-22T15:25Z [---] followers, [---] engagements


"@PugCap The safety issues you are talking about were all in the SAD and were Tmax related and resolved in the MAD with titration plus it was HV which are known to be more vulnerable to AED side effects"  
[X Link](https://x.com/epickram/status/1958921425307197727)  2025-08-22T15:57Z [---] followers, [---] engagements


"@PugCap Look at $XENE HV study also had some safety issues drug is fine in patients. At this point $RAPP looks already better than Fycompa in healthies"  
[X Link](https://x.com/epickram/status/1958921757093683569)  2025-08-22T15:58Z [---] followers, [---] engagements


"@BioValues @Vulpescap I dont disagree you cant make money on the readout but I think the big question here is safety which this data wont answer and I dont buy mgmts explanations frankly. I also dont think [--] mg/kg exposure is enough you prob need [--] mg/kg based on preclinical comps to $DYN"  
[X Link](https://x.com/epickram/status/1958949762897461369)  2025-08-22T17:49Z [---] followers, [---] engagements


"@BioValues @Vulpescap I dont know if anyone will really care now considering there is no path on splicing you need functional data as demonstrated by $DYN recent interactions with the agency"  
[X Link](https://x.com/epickram/status/1958951327859355777)  2025-08-22T17:56Z [---] followers, [---] engagements


"@CrocsAnalyst @drsprs @ErikOtto2 Ye so my point was this isnt AD where you can get AA on biomarkers like abeta so if cognitive endpoint misses this is cooked and there is no way you can get any conviction for $ALEC on a ph2 NH comparison with small n"  
[X Link](https://x.com/epickram/status/1960736345409958190)  2025-08-27T16:09Z [---] followers, [---] engagements


"@tuduni90782 Correct but once you remove steroids you induce flares in sarcoidosis which is why they designed the trial that way with a forced taper. Crenessity $NBIX drug was approved with a similar design so there is precedent here"  
[X Link](https://x.com/epickram/status/1964872689577042271)  2025-09-08T02:05Z [---] followers, [---] engagements


"$RAPP still cheap on that $XENE comp 👀"  
[X Link](https://x.com/epickram/status/1965025477665738820)  2025-09-08T12:12Z [---] followers, [----] engagements


"@monaco_biotech @RichardTip17589 $DNTH I dont think this will matter Enjaymo got approved with 25% of new onset ANA and the reviewers deemed it a theoretical risk"  
[X Link](https://x.com/epickram/status/1965039999596056893)  2025-09-08T13:10Z [---] followers, [---] engagements


"Why is $KALV down on this start form data $SLNO posted similar launch metrics earlier this year in a disease with no other options and stock was up a good amount"  
[X Link](https://x.com/anyuser/status/1966137913177157900)  2025-09-11T13:53Z [---] followers, [----] engagements


"@Sanctuary_Bio That wasnt my point see the other response I put. You dont need a lot of penetration (30% of on demand) to justify upside to where $KALV currently trades even with pharvaris in the background with what will likely be an undifferentiated 2nd to market oral"  
[X Link](https://x.com/epickram/status/1966634031404995064)  2025-09-12T22:44Z [---] followers, [---] engagements


"@BalaBioResearch Yea thats why investing in these indications is a complete crapshoot I personally think the prior ph3 data for $ACAD is really weak. That thing got killed at an AdComm and they bought it for Levo for super cheap"  
[X Link](https://x.com/epickram/status/1969492769690333515)  2025-09-20T20:04Z [---] followers, [---] engagements


"@vijay9933 @doepke_michel If you talk to any $CYTK bull Im sure they arent modeling close to $2B for the peak sales on this drug. its prob closer to $4-5 range. The $BMY bought myokardia for $13B on a $4B peak sales estimate so thats 3x multiple"  
[X Link](https://x.com/epickram/status/1977422023988023556)  2025-10-12T17:12Z [---] followers, [---] engagements


"@Aaron51687924 @BalaBioResearch Yea markets can be irrational especially when everything goes up. Not saying this company isnt credible (they have former VRTX) CMO but never expected them to be worth $1.7B EV fully diluted on ph1 HV data + preclinical data"  
[X Link](https://x.com/epickram/status/1980791693025669230)  2025-10-22T00:21Z [---] followers, [--] engagements


"@Aaron51687924 @BalaBioResearch $VRTX is years ahead with vanza which $SION never comped to preclinically and $VRTX has additional next gens en route. Plus CFTR modulators have theoretical ceiling effects so efficacy could be capped on FEV1 as swcl improves. CF trials are also risky by themselves"  
[X Link](https://x.com/epickram/status/1980792248985088368)  2025-10-22T00:24Z [---] followers, [---] engagements


"@Aaron51687924 @BalaBioResearch Im also pretty convinced modulators cant improve lung function past a certain point all the inflammation and fibrosis is retractable to improving chloride transport. So are you just paying for another vanza thats years behind"  
[X Link](https://x.com/epickram/status/1980797008677097712)  2025-10-22T00:43Z [---] followers, [--] engagements


"By my math $NVS adjusted CAGR estimates on sales from [----] to [----] (5%-6%) following the $RNA acquisition imply $3B in excess [----] sales This def exceeds consensus and reads very bullish for how pharma is valuing these rare muscle spaces (DMD DM1 & FSHD)"  
[X Link](https://x.com/anyuser/status/1982622082384232951)  2025-10-27T01:35Z [---] followers, [---] engagements


"@unsureoptimist The fact its not at cash now is just incredible. We now have more info confirming the platform safety issues and it continue to trade above April lows"  
[X Link](https://x.com/epickram/status/1984266167822033341)  2025-10-31T14:28Z [---] followers, [--] engagements


"@jfais20 100% agree $AARD team is sketch. Very odd group of people if you talk to them"  
[X Link](https://x.com/epickram/status/1985016258958348430)  2025-11-02T16:08Z [---] followers, [---] engagements


"@robdubparker @GeneInvesting @grok Why is it false"  
[X Link](https://x.com/epickram/status/1985372244160426434)  2025-11-03T15:43Z [---] followers, [--] engagements


"@robdubparker @GeneInvesting @grok so what constitutes killing then"  
[X Link](https://x.com/epickram/status/1985377183183864029)  2025-11-03T16:03Z [---] followers, [--] engagements


"@GeneInvesting @robdubparker @grok So you dont think Hys law is an issue"  
[X Link](https://x.com/epickram/status/1985380575822090597)  2025-11-03T16:16Z [---] followers, [--] engagements


"@GeneInvesting @robdubparker @grok So you arent concerned in the slightest with all these liver tox issues"  
[X Link](https://x.com/epickram/status/1985383845156254121)  2025-11-03T16:29Z [---] followers, [--] engagements


"@rekomkubolator @Vulpescap Said multiple companies that have interacted with FDA on this type of stuff (e.g. $QURE $NGNE $TSHA)"  
[X Link](https://x.com/epickram/status/1985388474929987687)  2025-11-03T16:47Z [---] followers, [---] engagements


"@RNAiAnalyst Who care what $SRPT thinks lol"  
[X Link](https://x.com/epickram/status/1985481631184851414)  2025-11-03T22:58Z [---] followers, [---] engagements


"@PersimmonTI Just be careful with the fact that $NAMS may delay the PREVAIL readout to later in [----] when they get updated event rates for 4-point MACE in 1H26. This earnings they didnt clarify the timing of readout so just be wary it cant get shoved back"  
[X Link](https://x.com/epickram/status/1988018976530862179)  2025-11-10T23:00Z [---] followers, [---] engagements


"@GeneInvesting Or $FULC could be worth that"  
[X Link](https://x.com/epickram/status/1989700676021014662)  2025-11-15T14:23Z [---] followers, [---] engagements


"@BiotechPort @adamfeuerstein @sciencescanner Underpowered because the true effect size wasnt 50-70%. $FULC is the best pure play left"  
[X Link](https://x.com/epickram/status/1991127756998836465)  2025-11-19T12:53Z [---] followers, [---] engagements


"@AaronRosenblum5 @Sanctuary_Bio The profile is already commercially viable in my view regardless of whether [--] mg is better than 12"  
[X Link](https://x.com/epickram/status/1991179195116929086)  2025-11-19T16:18Z [---] followers, [--] engagements


"@seedy19tron @Sanctuary_Bio $RYTM valuation is all backend loaded on HO and the fact they have IP through 2040s on either biva or QWI see PWS as mostly optionality (might be down some on a negative readout). But tbh I think its hard to show something negative in an open label PWS trial"  
[X Link](https://x.com/epickram/status/1992310543038779813)  2025-11-22T19:13Z [---] followers, [---] engagements


"@rezfszubagoly Its mostly HO into the 2040s and PWS optionality I would say"  
[X Link](https://x.com/epickram/status/1992378469494436255)  2025-11-22T23:43Z [---] followers, [---] engagements


"@Vulpescap We talked about this with $ATYR if you do enough shorts like this without proper sizing or hedging you can blow up your account eventually"  
[X Link](https://x.com/epickram/status/1996209664380559743)  2025-12-03T13:27Z [---] followers, [---] engagements


"@NitwitOnFinTwit @Sanctuary_Bio If they need to call first that wouldnt that delay the time to symptom relief And so the fact they still had better efficacy would make the data even more impressive"  
[X Link](https://x.com/epickram/status/1996353677431587152)  2025-12-03T22:59Z [---] followers, [--] engagements


"@sharkbait_bio @A_May_MD @tallnfat The DTE for next week makes no sense if its delta hedging"  
[X Link](https://x.com/epickram/status/1998810409697194430)  2025-12-10T17:41Z [---] followers, [--] engagements


"@physioo Does anyone know why $RZLT wasnt looking at lvl 2/3 hypoglycemic episodes like $AMLX is with PBH"  
[X Link](https://x.com/epickram/status/1999132015761805441)  2025-12-11T14:59Z [---] followers, [---] engagements


"@meremrtl A better question is why the pbo rate was so high in this study"  
[X Link](https://x.com/epickram/status/1999149230183837898)  2025-12-11T16:08Z [---] followers, [---] engagements


"$RZLT patients and families unblinded to CGM Might explain this high pbo rate"  
[X Link](https://x.com/anyuser/status/1999189096850129376)  2025-12-11T18:46Z [---] followers, [---] engagements


"@Clarksterh @AaronRosenblum5 Thank you how were so many investors blind sided (no pun intended) to the fact that CGM was unmasked"  
[X Link](https://x.com/epickram/status/1999192384660214062)  2025-12-11T18:59Z [---] followers, [--] engagements


"@masonat7 @rezfszubagoly @seedy19tron Its pretty close but either way the bar probably isnt 15% anymore if AMGN starts marketing 20+%"  
[X Link](https://x.com/epickram/status/1999916880362897800)  2025-12-13T18:58Z [---] followers, [--] engagements


"@masonat7 @rezfszubagoly @seedy19tron Yea they really shouldnt speculate on that short duration and small n in my opinion I agree with you. I do get the feeling that pely will disappoint which could make the set up for $NAMS near-term tricky"  
[X Link](https://x.com/epickram/status/1999960423605608535)  2025-12-13T21:51Z [---] followers, [---] engagements


"@EndWokeness They send their kids to daycare at night while they do fraud"  
[X Link](https://x.com/epickram/status/2006414124645802387)  2025-12-31T17:16Z [---] followers, [--] engagements


"@Nikki3958140800 @JCanNuSH This is true based on SURMOUNT-2 (also started at [---] mg like $ARWR study) but this doesnt remove the fact that it still reached 8% weight loss at [--] weeks vs 5% at [--] weeks with [--] weeks dosing in $AWRW trial"  
[X Link](https://x.com/epickram/status/2008570412201103544)  2026-01-06T16:04Z [---] followers, [---] engagements


"@avidresearch @JCanNuSH But in order for a weight loss drug to be a viable in maintenance doesnt it need monotherapy weight loss data I dont think we have that yet for INHBE"  
[X Link](https://x.com/epickram/status/2008573373190992260)  2026-01-06T16:16Z [---] followers, [--] engagements


"@avidresearch @JCanNuSH How do these data support that thesis All I see is combo data that looks comparable to TZP monotherapy. There is no monotherapy weight loss data for INHBE"  
[X Link](https://x.com/epickram/status/2008576120283926647)  2026-01-06T16:27Z [---] followers, [---] engagements


"@avidresearch @JCanNuSH I guess my question is if these GLP-1s blast off both fat and muscle mass and INHBE spares muscle but less potently lowers fat how would that maintain weight loss post-GLP1 vs say orfo"  
[X Link](https://x.com/epickram/status/2008579485818572972)  2026-01-06T16:40Z [---] followers, [---] engagements


"@avidresearch @JCanNuSH I just dont know how we can draw conclusions about INHBE weight loss vs GLP1 when we dont have monotherapy data and the combo data with TZP looks practically the same as TZP alone (using the appropriate SURMOUNT-2 comparison)"  
[X Link](https://x.com/epickram/status/2008583489403449619)  2026-01-06T16:56Z [---] followers, [---] engagements


"@pemulisking True its up titrated every [--] weeks so there is more TZP dose cumulatively in S-2 vs $ARWR trial. What do you think the implications of these data are"  
[X Link](https://x.com/epickram/status/2008605959099478306)  2026-01-06T18:25Z [---] followers, [---] engagements


"@masonat7 @rezfszubagoly @seedy19tron I mean yea thats much closer my other issue is that $NAMS seems to think that like 1/4 of the treatment effect is Lpa but in order for that to be true Pelacarsen needs to show like 40% RRR in HORIZON which is unrealistic"  
[X Link](https://x.com/epickram/status/1999956127728140588)  2025-12-13T21:34Z [---] followers, [---] engagements


"@augurbio @JamieBonkiewicz hold up a second you are the one labeling people as pedophiles with no evidence and are acting like X isnt court lol. the burden of proof is on you and acting like its "obvious" without producing anything is just naive"  
[X Link](https://x.com/epickram/status/2018177433334165928)  2026-02-02T04:19Z [---] followers, [--] engagements


"@augurbio @JamieBonkiewicz Just because you havent see everything doesnt necessarily mean its there. The government has seen far more evidence than you or the general public has and already arrived at their conclusions. I think its a bit naive to think you would be smarter than the gov here"  
[X Link](https://x.com/epickram/status/2018173155706019944)  2026-02-02T04:02Z [---] followers, [--] engagements


"Someone explain how $TECX somehow net-net up after the $AZN announcement. Big pharma completely dropping the program and market interprets this as incrementally positive $AZN has the subgroups that $TECX is evaluating 🤔 and you are telling me they didnt decide to move forward"  
[X Link](https://x.com/anyuser/status/2021975175454236754)  2026-02-12T15:50Z [---] followers, [----] engagements


"Calling in all $RZLT experts: can anybody can explain why the ph3 endpoint was lvl [--] hypoglycemic episodes (70 mg/dL) and not lvl 2/3 like $AMLX avexitide in PBH"  
[X Link](https://x.com/epickram/status/1999136155921514728)  2025-12-11T15:16Z [---] followers, [---] engagements


"@honzaskaroupka @plainyogurt21 Like for example in PAH its [----] WU reduction in PVR for +10m this is in an easier disease with drugs that clearly target that disease. $TECX is well below this magnitude of PVR lowering (1-1.3 WU) and thats at peak PD after [--] hr IV"  
[X Link](https://x.com/epickram/status/2022306709574717674)  2026-02-13T13:47Z [---] followers, [---] engagements


"@NitwitOnFinTwit @Sanctuary_Bio Wouldnt that negatively bias $PHVS data more making these results even more impressive"  
[X Link](https://x.com/epickram/status/1996278213132038167)  2025-12-03T17:59Z [---] followers, [--] engagements


"@Archimedes20311 @plainyogurt21 6MWD was a secondary for $AZN"  
[X Link](https://x.com/epickram/status/2021205890544857573)  2026-02-10T12:53Z [---] followers, [---] engagements


"@plainyogurt21 @Archimedes20311 Whats the chances $AZN would even present that data if they cut the program we may never see it. My other worry with $TECX is the IV - longer term SQ bridge. Ph1b looks good short duration but whats it look like further out"  
[X Link](https://x.com/epickram/status/2021216925565530346)  2026-02-10T13:37Z [---] followers, [---] engagements


"@honzaskaroupka @plainyogurt21 My prob is (1) relationship of hemodynamic markers to 6MWD is weak in this disease (2) $TECX moves a confluence of these biomarkers in ph1b but is it enough to even do something (3) can they properly bridge IV [--] hr study to [--] week SQ with sustained acute PD effects"  
[X Link](https://x.com/epickram/status/2022306173320351906)  2026-02-13T13:45Z [---] followers, [---] engagements


"@plainyogurt21 @Archimedes20311 They also have subgroups and $AZN is not stupid Im sure they can cut it by HFpEF with Cpc-PH (same as $TECX) so maybe its also bad in that subgroup"  
[X Link](https://x.com/epickram/status/2021210791433658607)  2026-02-10T13:12Z [---] followers, [---] engagements


"@aditharun_ If there was a signal in Cpc subgroup $AZN would show it they arent stupid considering the size of that opportunity. $TENX is also the only company to show a 6MWD benefit in an RCT here and they didnt move PVR Co SV etc just PCWP. PAH drugs only do PVR and they failed"  
[X Link](https://x.com/epickram/status/2021381049486307512)  2026-02-11T00:29Z [---] followers, [---] engagements


"@bingbingbom $AZN may have been a clearing event for some to hold this name but like if anything this update doesnt bring a lot of excitement to the table"  
[X Link](https://x.com/epickram/status/2022002391550439694)  2026-02-12T17:38Z [---] followers, [---] engagements


"@Clarksterh @plainyogurt21 Dude it literally says removed from ph2 and trial discontinued what else does that mean Oral is for diff HF indications"  
[X Link](https://x.com/epickram/status/2022062963398783031)  2026-02-12T21:39Z [---] followers, [--] engagements


"@honzaskaroupka @plainyogurt21 Safety isnt a concern until you are on drug long enough that your HF progresses to where you are no longer euvolemic and then its a closer population to volen. I dont think safety is derisked by any means yet and AZ d/c should def lower POS"  
[X Link](https://x.com/epickram/status/2022305355925995603)  2026-02-13T13:42Z [---] followers, [--] engagements


"@honzaskaroupka @plainyogurt21 But could lowering PVR actually be harmful as weve seen with PAH drugs in HFpEF-PH"  
[X Link](https://x.com/epickram/status/2022313831213437287)  2026-02-13T14:16Z [---] followers, [--] engagements


"How are people feeling about $INSM into 1Q26 sales and $UTHR TETON-1 data in IPF $UTHR up $7-8B MC on TETON-2 and $INSM basically flat with a better drug"  
[X Link](https://x.com/epickram/status/2022324203672727846)  2026-02-13T14:57Z [---] followers, [---] engagements


"How are people feeling about $INSM into 1Q26 sales and $UTHR TETON-1 data in IPF $UTHR up $7-8B MC on TETON-2 and $INSM basically flat with a better drug"  
[X Link](https://x.com/epickram/status/2022324203672727846)  2026-02-13T14:57Z [---] followers, [---] engagements


"Someone explain how $TECX somehow net-net up after the $AZN announcement. Big pharma completely dropping the program and market interprets this as incrementally positive $AZN has the subgroups that $TECX is evaluating 🤔 and you are telling me they didnt decide to move forward"  
[X Link](https://x.com/anyuser/status/2021975175454236754)  2026-02-12T15:50Z [---] followers, [----] engagements


"$RZLT patients and families unblinded to CGM Might explain this high pbo rate"  
[X Link](https://x.com/anyuser/status/1999189096850129376)  2025-12-11T18:46Z [---] followers, [---] engagements


"If thats the reason this failed this is a massive L and embarrassing on managements part"  
[X Link](https://x.com/anyuser/status/1999189617589838152)  2025-12-11T18:48Z [---] followers, [---] engagements


"Calling in all $RZLT experts: can anybody can explain why the ph3 endpoint was lvl [--] hypoglycemic episodes (70 mg/dL) and not lvl 2/3 like $AMLX avexitide in PBH"  
[X Link](https://x.com/epickram/status/1999136155921514728)  2025-12-11T15:16Z [---] followers, [---] engagements


"By my math $NVS adjusted CAGR estimates on sales from [----] to [----] (5%-6%) following the $RNA acquisition imply $3B in excess [----] sales This def exceeds consensus and reads very bullish for how pharma is valuing these rare muscle spaces (DMD DM1 & FSHD)"  
[X Link](https://x.com/anyuser/status/1982622082384232951)  2025-10-27T01:35Z [---] followers, [---] engagements


"Good morning $MLTX yikes"  
[X Link](https://x.com/anyuser/status/1972336555483381887)  2025-09-28T16:24Z [---] followers, [---] engagements


"I have a question for $MLTX longs why dont they compare to the BZKs ph2 HS data where SLK massively underperformed Oh and lets not forget how much ph2 - ph3 regression BZK had. When comping why cherry pick BZKs ph3 ALL-ABX vs HS-ABX"  
[X Link](https://x.com/anyuser/status/1971941366281457956)  2025-09-27T14:13Z [---] followers, [---] engagements


"At $4B EV you are already priced for superiority when you are probably not gonna get it"  
[X Link](https://x.com/anyuser/status/1971941371318837755)  2025-09-27T14:13Z [---] followers, [---] engagements


"Oh and lets not forget SLKs inverse dose response in ph2 that completely contradicts their nanobody hypothesis. If its all about getting more drug to penetrate tissue why wouldnt more drug be better or at least the same"  
[X Link](https://x.com/anyuser/status/1971942567903481865)  2025-09-27T14:18Z [---] followers, [---] engagements


"$MLTX whos ready to short the AH pre-announcement in preparation for undifferentiated SLK data vs BKZ on Monday"  
[X Link](https://x.com/anyuser/status/1971635683472429501)  2025-09-26T17:59Z [---] followers, [---] engagements


"Good morning $SLNO"  
[X Link](https://x.com/anyuser/status/1970807235153727733)  2025-09-24T11:07Z [---] followers, [---] engagements


"$MBX 30% hypercalcemia in high dose"  
[X Link](https://x.com/anyuser/status/1970096537293488202)  2025-09-22T12:03Z [---] followers, [----] engagements


"$ATYR I and many other bulls fully acknowledge a failure was a high probability event so not surprised this morning. Very small effect for efzo with which they will be engaging FDA on to figure out next steps. My expectations looking ahead are incredibly low will prob dump"  
[X Link](https://x.com/anyuser/status/1967557041431744513)  2025-09-15T11:52Z [---] followers, [----] engagements


"Why is $KALV down on this start form data $SLNO posted similar launch metrics earlier this year in a disease with no other options and stock was up a good amount"  
[X Link](https://x.com/anyuser/status/1966137913177157900)  2025-09-11T13:53Z [---] followers, [----] engagements


"$ATYR bears have pivoted from there is no tx effect to there is one but its not REAL and when asked why its not real they cite confounding baseline imbalances but when asked they cannot actually mathematically show how much of the tx effect is explained by the baseline -c"  
[X Link](https://x.com/anyuser/status/1965229899595350183)  2025-09-09T01:44Z [---] followers, [----] engagements


"Then they say oh wait [--] and [--] mpk are post PET scan and so 1/3 pbo in 1mpk weigh are so severe they outweigh the other 2/3 pbo yet there is absolutely ZERO raw data to back this mathematical assertion -cont"  
[X Link](https://x.com/anyuser/status/1965229905207328802)  2025-09-09T01:44Z [---] followers, [---] engagements


"The pbo in [--] & [--] by their own logic would have greater expectation bias (sequential dosing) and that could just as easily smooth out 1mpk hypothetical underperformance"  
[X Link](https://x.com/anyuser/status/1965229908072038906)  2025-09-09T01:44Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing