# ![@financebully Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1331729246851567618.png) @financebully financebully

financebully posts on X about $crvs, $eras, $alms, $xlo the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1331729246851567618/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331729246851567618/c:line/m:interactions.svg)

- [--] Week [-------] -51%
- [--] Month [---------] +2,549%
- [--] Months [---------] +2,150%
- [--] Year [---------] +3,195%

### Mentions: [--] [#](/creator/twitter::1331729246851567618/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331729246851567618/c:line/m:posts_active.svg)

- [--] Week [--] -13%
- [--] Month [---] +70%
- [--] Months [---] +189%
- [--] Year [-----] +346%

### Followers: [-----] [#](/creator/twitter::1331729246851567618/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331729246851567618/c:line/m:followers.svg)

- [--] Week [-----] +1.20%
- [--] Month [-----] +7.60%
- [--] Months [-----] +70%
- [--] Year [-----] +115%

### CreatorRank: [-------] [#](/creator/twitter::1331729246851567618/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331729246851567618/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  70.09% [finance](/list/finance)  11.11% [currencies](/list/currencies)  2.56% [technology brands](/list/technology-brands)  2.56% [vc firms](/list/vc-firms)  0.85% [countries](/list/countries)  0.85%

**Social topic influence**
[$crvs](/topic/$crvs) #13, [$eras](/topic/$eras) #6, [$alms](/topic/$alms) #6, [$xlo](/topic/$xlo) 8.55%, [$arvn](/topic/$arvn) 6.84%, [$lly](/topic/$lly) #69, [$kymr](/topic/$kymr) #6, [$sny](/topic/$sny) #12, [investment](/topic/investment) 5.98%, [$jnj](/topic/$jnj) #15

**Top accounts mentioned or mentioned by**
[@bananaoncology](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@amaymd](/creator/undefined) [@applehelix](/creator/undefined) [@seedy19tron](/creator/undefined) [@quakerbrothers](/creator/undefined) [@monacobiotech](/creator/undefined) [@houndcl](/creator/undefined) [@avidresearch](/creator/undefined) [@bradloncar](/creator/undefined) [@joserestonva](/creator/undefined) [@hannibalspeaks](/creator/undefined) [@biotechanalysst](/creator/undefined) [@biotechtv](/creator/undefined) [@interiusbio](/creator/undefined) [@semodough](/creator/undefined) [@oncbrothers](/creator/undefined) [@plainyogurt21](/creator/undefined) [@investorclimber](/creator/undefined) [@ar929348](/creator/undefined)

**Top assets mentioned**
[Erasca, Inc.  (ERAS)](/topic/$eras) [Alumis Inc. (ALMS)](/topic/$alms) [Xilio Therapeutics, Inc. (XLO)](/topic/$xlo) [Arvinas, Inc (ARVN)](/topic/$arvn) [Eli Lilly and Company (LLY)](/topic/$lly) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Synthetify (SNY)](/topic/$sny) [Johnson & Johnson (JNJ)](/topic/$jnj) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [AbbVie Inc (ABBV)](/topic/$abbv) [Novo-Nordisk (NVO)](/topic/$nvo) [Abivax SA (ABVX)](/topic/$abvx) [Pfizer, Inc. (PFE)](/topic/$pfe) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [AstraZeneca PLC (AZN)](/topic/$azn) [AltLayer (ALT)](/topic/$alt) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amgen, Inc. (AMGN)](/topic/$amgn) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Prelude Therapeutics Inc. (PRLD)](/topic/$prld) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [C4 Therapeutics, Inc (CCCC)](/topic/$cccc) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [GSK plc (GSK)](/topic/$gsk) [RenovoRx, Inc. (RNXT)](/topic/$rnxt) [Enliven Therapeutics, Inc. (ELVN)](/topic/$elvn) [Elicio Therapeutics, Inc. (ELTX)](/topic/$eltx) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Arcutis Biotherapeutics, Inc. (ARQT)](/topic/$arqt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@JacksonG5683 @seedy19tron Up over 150% on this one. Glad I kept some of my position. 🤞on q4 readouts. $zbio"  
[X Link](https://x.com/financebully/status/1963989635765342640)  2025-09-05T15:36Z [----] followers, [----] engagements


"i have no idea why ash preclin data (of assets i completely overlooked before investing) would cause such a sharp pop in $prld stock but thankful for it. if anyone knows please tell me what i'm missing here. https://investors.preludetx.com/news-releases/news-release-details/prelude-therapeutics-announces-publication-abstracts-0 https://investors.preludetx.com/news-releases/news-release-details/prelude-therapeutics-announces-publication-abstracts-0"  
[X Link](https://x.com/financebully/status/1985446140318253303)  2025-11-03T20:37Z [----] followers, [----] engagements


"information leak before the deal announcement. $prld https://investors.preludetx.com/news-releases/news-release-details/prelude-therapeutics-announces-strategic-business-update i have no idea why ash preclin data (of assets i completely overlooked before investing) would cause such a sharp pop in $prld stock but thankful for it. if anyone knows please tell me what i'm missing here. https://t.co/O1slIfyf10 https://investors.preludetx.com/news-releases/news-release-details/prelude-therapeutics-announces-strategic-business-update i have no idea why ash preclin data (of assets i completely"  
[X Link](https://x.com/financebully/status/1985680322894446694)  2025-11-04T12:07Z [----] followers, [----] engagements


"@PirateWaffle @maddstone1 simply put $100m mc company with $175m in pro forma cash negligible debt and clinical program with initial positive data is a good investment with asymmetric upside. 😂 $acet $xlo $stro in my portfolio"  
[X Link](https://x.com/financebully/status/1990515726193733805)  2025-11-17T20:21Z [----] followers, [---] engagements


"$slno $acad $hrmy not surprised. 😉 @A_May_MD you may want to consider $acad or even $hrmy instead. both have drugs for pws in late stage development. i am more confident about $acad chances but they both have other commercial products and real revs/profits. $slno still overpriced even if the drug works imho. https://t.co/X4kEWdQ2tS @A_May_MD you may want to consider $acad or even $hrmy instead. both have drugs for pws in late stage development. i am more confident about $acad chances but they both have other commercial products and real revs/profits. $slno still overpriced even if the drug"  
[X Link](https://x.com/financebully/status/1997025355790799208)  2025-12-05T19:28Z [----] followers, [----] engagements


"$olma #SABCS25 data"  
[X Link](https://x.com/financebully/status/1998744567319765358)  2025-12-10T13:20Z [----] followers, [----] engagements


"mono trial data so far in mBCa. vepdeg still looks decent but may not distinguish itself enough $arvn $olma $lly $azn $rhhby @OncBrothers Is $ARVN's vepdegestrant not very attractive It has an NDA pending for ESR1m ER+/HER2- advanced breast cancer. Has $788m of cash and EV of $55m Doesn't make sense. $ARVN mgmt needs to sell the whole company and spin back out PROTAC programs Is $ARVN's vepdegestrant not very attractive It has an NDA pending for ESR1m ER+/HER2- advanced breast cancer. Has $788m of cash and EV of $55m Doesn't make sense. $ARVN mgmt needs to sell the whole company and spin back"  
[X Link](https://x.com/financebully/status/1999561265685963116)  2025-12-12T19:25Z [----] followers, [----] engagements


"@MattBiotech welcome to the club. $cgem has much more than just '049. cash ($450m) zipa ph2b/3 and i&i subq cd19/cd3 tce (first in clinic). tcehttps://x.com/financebully/status/1980776112272679151s=20"  
[X Link](https://x.com/financebully/status/2003131876605907426)  2025-12-22T15:53Z [----] followers, [---] engagements


"@plainyogurt21 @hannibalspeaks $kura and $cgem in [----]. i continue to hold $sabs but don't expect [----] to be a huge year for them due to catalyst desert. many more with bright futures in [----] others not on your list - $rnxt $cybn $acet $hrmy $catx $xlo $alt. i think $arvn will also have a small comeback. 🤞"  
[X Link](https://x.com/financebully/status/2004696205235028418)  2025-12-26T23:29Z [----] followers, [---] engagements


"@A_May_MD they still appear to want to launch it but we shall see whether they will. real question is whether this triggers royalty pharma milestone payment and whether bms will remain as partner. stock dipped $7 in feb/mar [----] so it has been a great trade for those who got in then"  
[X Link](https://x.com/financebully/status/2008164091966202191)  2026-01-05T13:10Z [----] followers, [----] engagements


"@monaco_biotech the $elvn new data is interesting. i'd be careful though - lack of dose response is a little worrisome. perhaps both data sets mmr will decrease when more evaluable patients are added. $tern"  
[X Link](https://x.com/financebully/status/2009674073060823551)  2026-01-09T17:10Z [----] followers, [---] engagements


"$eras $rvmd @Banana_Oncology maybe re: [----] and [----] - i'll wait for data with matched patients before making a call. for pan-ras $eras may have a slight edge over [----]. we shall see. @Banana_Oncology maybe re: [----] and [----] - i'll wait for data with matched patients before making a call. for pan-ras $eras may have a slight edge over [----]. we shall see"  
[X Link](https://x.com/financebully/status/2011108107452350705)  2026-01-13T16:08Z [----] followers, [----] engagements


"$eras pan-ras ph1 data is looking very interesting. $eras $rvmd https://t.co/TUfNn2FukO $eras $rvmd https://t.co/TUfNn2FukO"  
[X Link](https://x.com/financebully/status/2011195000495780281)  2026-01-13T21:53Z [----] followers, [----] engagements


"@LTbioinvestor $xlo 👍"  
[X Link](https://x.com/financebully/status/2011480988551905423)  2026-01-14T16:50Z [----] followers, [---] engagements


"$eras at $9 now. my advice at $2b+ mc is to be prudent and take some off the table if youre up. great ride from $1.50/sh. $vstm $arvn $rvmd There wont just be one #kras #ras winner 😉 $eras $vstm $eltx $arvn $rvmd https://t.co/UkW8wmHEl5 There wont just be one #kras #ras winner 😉 $eras $vstm $eltx $arvn $rvmd https://t.co/UkW8wmHEl5"  
[X Link](https://x.com/financebully/status/2011829590264565954)  2026-01-15T15:55Z [----] followers, [----] engagements


"$crvs has made it to the top of my portfolio holdings never did get in below $4 but $5.50 was also a good entry. 🎉 $alms $ptgx $zyme $idya $cmps @HOThomasWPhelps Thanks for keeping us updated on $crvs. Im intrigued by soquelitinib and look forward to q4 AD readout. Awaiting a red day to get a reasonable starter position ideally sub $4 levels. @HOThomasWPhelps Thanks for keeping us updated on $crvs. Im intrigued by soquelitinib and look forward to q4 AD readout. Awaiting a red day to get a reasonable starter position ideally sub $4 levels"  
[X Link](https://x.com/financebully/status/2013681333625618795)  2026-01-20T18:33Z [----] followers, [----] engagements


"$eras $225M offering at $10/share. 🎉important to keep an open mind and limit echo chamber noise. @Banana_Oncology maybe re: [----] and [----] - i'll wait for data with matched patients before making a call. for pan-ras $eras may have a slight edge over [----]. we shall see. @Banana_Oncology maybe re: [----] and [----] - i'll wait for data with matched patients before making a call. for pan-ras $eras may have a slight edge over [----]. we shall see"  
[X Link](https://x.com/financebully/status/2014157768459247912)  2026-01-22T02:06Z [----] followers, [----] engagements


"@Investorclimber @HOThomasWPhelps $kymr is NOT ahead in development - $crvs soquelitinib is more advanced clinically on safety and efficacy. cash doesnt mean anything - $arvn has $700m cash at $800m mc"  
[X Link](https://x.com/financebully/status/2014337406271733863)  2026-01-22T14:00Z [----] followers, [---] engagements


"@houndcl didnt you say the same about $eras 😉"  
[X Link](https://x.com/financebully/status/2014401485166281216)  2026-01-22T18:15Z [----] followers, [---] engagements


"@WassimLaroussi3 🤞 good luck. i own $crvs $acrs $arqt"  
[X Link](https://x.com/financebully/status/2014761573991252357)  2026-01-23T18:06Z [----] followers, [---] engagements


"@Banana_Oncology good for $eras (continues to spotlight ras tx space). in takeouts like these there are usually more customers for the earlier stage cheaper options. i personally wouldnt buy either at their current levels but if eras ever dips by half id be up for refilling my position"  
[X Link](https://x.com/financebully/status/2015560198027415754)  2026-01-25T22:59Z [----] followers, [---] engagements


"@BiotechPort this has been my investment thesis since $eras was trading at $1.50/sh. ;)"  
[X Link](https://x.com/financebully/status/2015593686734639133)  2026-01-26T01:12Z [----] followers, [---] engagements


"$eras $rvmd may play out differently tomorrow. $eras $225M offering at $10/share. 🎉important to keep an open mind and limit echo chamber noise. $eras $225M offering at $10/share. 🎉important to keep an open mind and limit echo chamber noise"  
[X Link](https://x.com/financebully/status/2015606653744283971)  2026-01-26T02:04Z [----] followers, [----] engagements


"@ar929348 its hard to call m&a - never know whats going on behind the scenes. i invest for roi not buyouts. however I think $eras and $vstm have just as good a chance (if not more) of m&a as $rvmd"  
[X Link](https://x.com/financebully/status/2015638116753670203)  2026-01-26T04:09Z [----] followers, [---] engagements


"cmo abruptly leaving in july was the first sign (well maybe not the first). now the ceo and cfo jumping ship. $crdf 😏 @jeremyj0916 we shall see but CMOs don't decide to retire/leave right before stellar clinical data is released. and companies wouldn't announce it before a big positive readout. @jeremyj0916 we shall see but CMOs don't decide to retire/leave right before stellar clinical data is released. and companies wouldn't announce it before a big positive readout"  
[X Link](https://x.com/financebully/status/2016170827167715594)  2026-01-27T15:25Z [----] followers, [---] engagements


"@Quakerbrothers @BiotechAnalysst @seedy19tron never said i was never wrong. ive been wrong many times. both seedy and i were wrong on $arvn vepdeg ph3. & more recently on $rzlt.🤣 on whether a stock typically corrects after a rapid & major move up (that wouldve happened w/ or w/out an obscure x short report) im right. 😊"  
[X Link](https://x.com/financebully/status/2016210521402282099)  2026-01-27T18:03Z [----] followers, [---] engagements


"@WallStSai at $280b mc though i'll continue to build a position. keytruda still has a long commercial life ahead while they find replacements. $mrk 🙃"  
[X Link](https://x.com/financebully/status/2018678523334885867)  2026-02-03T13:30Z [----] followers, [---] engagements


"@ByJonGardner if i were $lly i would worry less about $nvo subq cagrisema and worry more about oral amycretin"  
[X Link](https://x.com/financebully/status/2019410163887636889)  2026-02-05T13:57Z [----] followers, [---] engagements


"@Phoenix3million [--]. $cccc - fdmc $218m; cash $300m"  
[X Link](https://x.com/financebully/status/2019581127338393994)  2026-02-06T01:17Z [----] followers, [---] engagements


"@labubu_trader my insurance has only ever covered wegovy (after several hoops). i tried zepbound (self pay) once for [--] months (after aetna tried denying future wegovy coverage) and didnt notice any difference. i believe both will suffer when semaglutide goes generic"  
[X Link](https://x.com/financebully/status/2020006809705033970)  2026-02-07T05:28Z [----] followers, [----] engagements


"@wyv_123 $jnj will do the same w/ tremfya and $ptgx icotide. they were never going to buy $abvx obe"  
[X Link](https://x.com/financebully/status/2020484548824334826)  2026-02-08T13:07Z [----] followers, [---] engagements


"@avidresearch i assume he was referring to lilly-orna (stat reported) or lilly-innovent deal announcements. $lly https://www.fiercebiotech.com/biotech/lilly-innovent-pen-88b-collab-moves-beyond-traditional-licensing https://www.fiercebiotech.com/biotech/lilly-innovent-pen-88b-collab-moves-beyond-traditional-licensing"  
[X Link](https://x.com/financebully/status/2020834669382730209)  2026-02-09T12:18Z [----] followers, [---] engagements


"@HOThomasWPhelps @BiotechTV @bradloncar @bradloncar any upcoming $eras interview planned"  
[X Link](https://x.com/financebully/status/2020970428462690690)  2026-02-09T21:17Z [----] followers, [---] engagements


"@seedy19tron $tern has been a nice ride from $5.50 and pivot from metabolic/obesity assets. now the top performing investment in my roth portfolio"  
[X Link](https://x.com/financebully/status/1998146695947804810)  2025-12-08T21:44Z [----] followers, [---] engagements


"$arvn @JohnGHouston did you try for @HaldaTx or @MonteRosaTx i didn't take my own advice to buy $glue; started a position today. 🙃 https://ir.monterosatx.com/news-releases/news-release-details/monte-rosa-therapeutics-announces-compelling-clinical-activity @KingachillesE @BoitechB @Banana_Oncology $arvn should buy a strategically aligned late-stage asset or better platform. They could reverse merge with Craig Crews other TPD company @HaldaTx or merge with $glue to have another degrader platform with reduced bioavailability issues."  
[X Link](https://x.com/financebully/status/2000929738114916735)  2025-12-16T14:03Z [----] followers, [---] engagements


"point72 conducting diligence and making a small investment provides additional confidence although the broad disjointed pipeline still seems a bit distracting for effective tonmya launch. $tnxp @Arhdan9 thanks. just coming across the story here. lots of historical baggage but it looks like $tnxp could be turning itself around with this launch. i've started a position. @Arhdan9 thanks. just coming across the story here. lots of historical baggage but it looks like $tnxp could be turning itself around with this launch. i've started a position"  
[X Link](https://x.com/financebully/status/2005636984556118313)  2025-12-29T13:48Z [----] followers, [----] engagements


"$orka https://ir.orukatx.com/news-releases/news-release-details/oruka-therapeutics-announces-positive-interim-phase-1-data-orka https://ir.orukatx.com/news-releases/news-release-details/oruka-therapeutics-announces-positive-interim-phase-1-data-orka"  
[X Link](https://x.com/financebully/status/2010690685473608120)  2026-01-12T12:29Z [----] followers, [---] engagements


"$bioa position up 330%. will be taking some off table now. i never really believed much in their lead (🤦♂) and only invested based off of their partnership with $lly and insiders buys. glta - hope it continues 📈"  
[X Link](https://x.com/financebully/status/2011451706765344801)  2026-01-14T14:53Z [----] followers, [---] engagements


"@avidresearch popular biox 'analysts' doubted $alms until ph3 data impressed. data is what matters and $crvs data to date has been consistently positive. ofc there is always the possibility that that changes but i trust data over speculation"  
[X Link](https://x.com/financebully/status/2015126794832314420)  2026-01-24T18:17Z [----] followers, [---] engagements


"@Quakerbrothers @BiotechAnalysst @seedy19tron my portfolio contains [--] of top [--] ytd biotech performers (invested before catalyst). i think my naivete has served me well so far. $crvs $alms $eras"  
[X Link](https://x.com/financebully/status/2016188606386155530)  2026-01-27T16:36Z [----] followers, [---] engagements


"@AppleHelix look forward to seeing data from palazestrant. like all other serds i just don't see how it can mechanistically work in er wt where no one else can (including an active er degrader). yet $olma (ph3) mc $2b vs $arvn (pre-approval) mc $0.85b. 🤯"  
[X Link](https://x.com/financebully/status/2017251098101219411)  2026-01-30T14:58Z [----] followers, [---] engagements


"@hannibalspeaks yes it's done quite often. i'm not trying to be mean but you should really do more research on how to build a comps model for biotech bd. trust me when i say that $alms valuation should be at least $6b"  
[X Link](https://x.com/financebully/status/2018457021851549866)  2026-02-02T22:50Z [----] followers, [---] engagements


"@houndcl @Banana_Oncology i hope you took advantage after sharing. thanks for the early tip on $anl $eras $rvmd"  
[X Link](https://x.com/financebully/status/2018725278025986206)  2026-02-03T16:36Z [----] followers, [---] engagements


"@NightOwlBiotech there are some gems in there. $tlx $kura $zyme $urgn $vstm will all have their time"  
[X Link](https://x.com/financebully/status/2018866674037076322)  2026-02-04T01:58Z [----] followers, [---] engagements


"@HOThomasWPhelps this is a great point thomas. $crvs sql's itk inhibition shifts immune response from th2 to th1 creating a safety net for the ad/ctcl overlap. while some biologics can mask hidden ctcl sql treats bothshowing preliminary 75% easi-75 in ad and durable crs in tcl. 🙏"  
[X Link](https://x.com/financebully/status/2019006499662733482)  2026-02-04T11:13Z [----] followers, [---] engagements


"@HOThomasWPhelps also worth noting that prioritizing atd over early ctcl was a strategically savvy move by the $crvs team. atd's faster clinical endpoints (in addition to larger market) mean quicker (and more valuable) data vs. the years needed for an indolent ctcl trial"  
[X Link](https://x.com/financebully/status/2019009110889701678)  2026-02-04T11:24Z [----] followers, [---] engagements


"@AppleHelix i agree but believe $gpcr is even more attractive given sm api advantage. good day to go shopping. 🔴"  
[X Link](https://x.com/financebully/status/2019105843707539515)  2026-02-04T17:48Z [----] followers, [---] engagements


"@A_May_MD @AppleHelix $zbio obex is bispecific and moving forward. 😝"  
[X Link](https://x.com/financebully/status/2019157913823056202)  2026-02-04T21:15Z [----] followers, [---] engagements


"@Jn66039675 @Prof_Oak_ $lly cd19 was also being developed for iv admin rather than subq like $zbio obex"  
[X Link](https://x.com/financebully/status/2019159277819277633)  2026-02-04T21:21Z [----] followers, [---] engagements


"@Lord_of_Biotech perhaps the wh just didn't like $cmps - next gen molecules/approaches like $atai or $help may be preferred. bigger question is why is the wh even involved in such a decision you'd think they have more pressing matters"  
[X Link](https://x.com/financebully/status/2019165258238054898)  2026-02-04T21:44Z [----] followers, [---] engagements


"@A_May_MD i agree re: bootleg wegovy pill - i actually think they did that for engagement (free advertising) knowing it would be pulled. with that said i dont see anything wrong with offering a validated cancer dx test for people who want to pay for it. $hims $gral"  
[X Link](https://x.com/financebully/status/2019830541433073915)  2026-02-06T17:48Z [----] followers, [---] engagements


"@aditharun_ @AppleHelix i wonder if there is a combo safety challenge or complex protac w/ similar efficacy to trad sm is just not worth it in any case i suspect something is brewing w/ $arvn given no update since december. no update to corp deck since november. 🤔"  
[X Link](https://x.com/financebully/status/2019848224329109705)  2026-02-06T18:58Z [----] followers, [---] engagements


"@masonat7 @InteriusBio yep. none of the companies were able to go public (at a decent valuation) during the xbi winter. now bp is stepping in before they ever do. vc funds had a good [----] with these plays. tbd whether bp will ever benefit"  
[X Link](https://x.com/financebully/status/2020865057739960814)  2026-02-09T14:19Z [----] followers, [--] engagements


"@biopharmacaster 2nd endpoint was [--] wks (dec 25) + data clean database lock stats analysis and unblinding. i assume it should come by end of feb. theyve consistently stated q126. comforting that orbi venrock deep track invested AFTER [--] week primary in oct was completed but we shall see"  
[X Link](https://x.com/financebully/status/2020915873653850490)  2026-02-09T17:41Z [----] followers, [---] engagements


"@HOThomasWPhelps @BiotechTV @bradloncar interesting. curious where $alms and $ptgx landed on the watch list and how many days since each interview listed in top 20"  
[X Link](https://x.com/financebully/status/2020970932097994906)  2026-02-09T21:19Z [----] followers, [---] engagements


"@AppleHelix i haven't seen reports that mentions the uf but orna's been struggling financially for years. unclear whether merck deal was on the brink of failure. they've not been a top in vivo car-t name in bp circles. bms acquired orbital for $1.5b uf abbv uf for capstan was $1.5b. so"  
[X Link](https://x.com/financebully/status/2021034576332591259)  2026-02-10T01:32Z [----] followers, [---] engagements


"@HOThomasWPhelps nice summary. one quick clarification: $crvs allows (but doesnt require) refractory il4/13 or jak-i patients (50% refractory to 'prior systemics' in c4) whereas $kymr and $nktr specifically exclude them. this makes the $crvs cohort potentially more experienced than the others"  
[X Link](https://x.com/financebully/status/2021146992584413417)  2026-02-10T08:59Z [----] followers, [---] engagements


"@JoseRestonVA i havent been following $evmn nice update. when is subq data coming think i may start a position once the excitement wears off"  
[X Link](https://x.com/financebully/status/2021254285841830210)  2026-02-10T16:05Z [----] followers, [---] engagements


"@bradloncar i disagree that this will make any meaningful change. the problem isnt pfizer/moderna (in this scenario) its the criminal government leadership"  
[X Link](https://x.com/financebully/status/2021616551317635294)  2026-02-11T16:05Z [----] followers, [---] engagements


"@MeadowCapital so many on my list. ;) under $1bn (most w/ sig cash) - $cccc and $acet (neg ev atm) $cgem (recently neg ev) $cybn $catx $kura $tnxp $xlo $sabs $alt $crvs. some may miss but all asymmetric upside imho. $alms was trading under $1b and below cash until very recently"  
[X Link](https://x.com/financebully/status/1998702595523654010)  2025-12-10T10:33Z [----] followers, [---] engagements


"@plainyogurt21 are we still getting $orka [---] hv pk data by ye"  
[X Link](https://x.com/financebully/status/2006053321589575989)  2025-12-30T17:22Z [----] followers, [---] engagements


"called it. $slno $acad @A_May_MD you may want to consider $acad or even $hrmy instead. both have drugs for pws in late stage development. i am more confident about $acad chances but they both have other commercial products and real revs/profits. $slno still overpriced even if the drug works imho. https://t.co/X4kEWdQ2tS @A_May_MD you may want to consider $acad or even $hrmy instead. both have drugs for pws in late stage development. i am more confident about $acad chances but they both have other commercial products and real revs/profits. $slno still overpriced even if the drug works imho."  
[X Link](https://x.com/financebully/status/2011421816963887315)  2026-01-14T12:55Z [----] followers, [----] engagements


"$crvs what are analyst easi mean expectations need to deepen response beyond 64% seen in c3 - 70-75%+ keep in mind some/many of patients are refractory (dupi failures systemic). $sny $kymr $nktr"  
[X Link](https://x.com/financebully/status/2012329712639414361)  2026-01-17T01:02Z [----] followers, [----] engagements


"my [----] is starting off well - [--] of top [--] biotech stock performers. $crvs $alms $eras $glue 😊"  
[X Link](https://x.com/financebully/status/2014477927577166227)  2026-01-22T23:18Z [----] followers, [----] engagements


"$sny dupilumab [--] cases of scc (0.5%) vs amlitelimab [--] case of ks (0.04%). overreaction. $crvs $kymr $apge https://pmc.ncbi.nlm.nih.gov/articles/PMC11789671/#cit0010 Leerink's David Risinger on the $SNY amlitelimab Karposi's sarcoma case: "As a result we see risk of a potential black box warning on amlitelimabs label." Would be same for $AMGN $APGE and any other company with an OX40 drug right https://pmc.ncbi.nlm.nih.gov/articles/PMC11789671/#cit0010 Leerink's David Risinger on the $SNY amlitelimab Karposi's sarcoma case: "As a result we see risk of a potential black box warning on"  
[X Link](https://x.com/financebully/status/2014718980997710156)  2026-01-23T15:16Z [----] followers, 12.1K engagements


"@2035Bio @wyv_123 yes. important to note though that $abbv rinvoq proves that even in chronic i&i the mrkt doesn't care about bbw if efficacy competes with biologics with convenience of oral. $ptgx $abvx $alms $crvs"  
[X Link](https://x.com/financebully/status/2020571826330448307)  2026-02-08T18:53Z [----] followers, [---] engagements


"this one certainly didnt age well. $crvs +150%🤔 This can't be good right Especially combined with the fact that $CRVS is the 3rd most picked Bio Squid Games. $CRVS $NKTR $KYMR This can't be good right Especially combined with the fact that $CRVS is the 3rd most picked Bio Squid Games. $CRVS $NKTR $KYMR"  
[X Link](https://x.com/financebully/status/2022021525801705526)  2026-02-12T18:54Z [----] followers, [---] engagements


"@A_May_MD you should follow your own advice. $ZBIO $LLY $CLYM $CGEM $AMGN $CABA $KYTX https://t.co/fu9sDm5tAQ $ZBIO $LLY $CLYM $CGEM $AMGN $CABA $KYTX https://t.co/fu9sDm5tAQ"  
[X Link](https://x.com/financebully/status/2022743876621205862)  2026-02-14T18:44Z [----] followers, [---] engagements


"@richtrades100 @A_May_MD up 40% since obex igg4-rd data release. ph2 rms [--] wk maintenance data look on par w/ cd20 depleters. $zbio unlikely to push forward in rms due to entrenched at home monthly subq availability but continued evidence that cd19/fcr2b inhibition is an effective option"  
[X Link](https://x.com/financebully/status/2020871773491753179)  2026-02-09T14:45Z [----] followers, [---] engagements


"RT @HOThomasWPhelps: $CRVS [--] min interview with CEO Richard Miller - "Very good chance" soquelitinib is a disease-modifying therapy - "Mo"  
[X Link](https://x.com/financebully/status/2016627443482722795)  2026-01-28T21:40Z [----] followers, [--] engagements


"@JacobPlieth @ByMadeleineA Definitely deprioritized. $sny $catx"  
[X Link](https://x.com/anyuser/status/2016905580284141683)  2026-01-29T16:05Z [----] followers, [----] engagements


"in addition to deprioritizing alphamedix $sny also deprioritizes amlitelimab for aa celiac and ss. ox40 not competitive on efficacy in atd or asthma either. $catx $crvs $apge $kymr"  
[X Link](https://x.com/anyuser/status/2016911009726779821)  2026-01-29T16:27Z [----] followers, [----] engagements


"thinking through potential acquirers for $alms that would be a good strategic fit. $amgn $sny $gild $pfe others @monaco_biotech $alms should be at least at $6b valuation based on comps. https://t.co/z2iSivlmEf @monaco_biotech $alms should be at least at $6b valuation based on comps. https://t.co/z2iSivlmEf"  
[X Link](https://x.com/anyuser/status/2016931204398792881)  2026-01-29T17:47Z [----] followers, [----] engagements


"$catx raises a healthy $175m following $sny deprioritization of alphamedix. participants: commodore tcgx spruce street surveyor affinity asset advisors hbm healthcare ally bridge group et al. at $3.79/sh this puts fdmc at $450m w/ $315m cash. still a nice investment. @JacobPlieth @ByMadeleineA Definitely deprioritized. $sny $catx https://t.co/eEa8gMpYO5 @JacobPlieth @ByMadeleineA Definitely deprioritized. $sny $catx https://t.co/eEa8gMpYO5"  
[X Link](https://x.com/anyuser/status/2018331886062387375)  2026-02-02T14:33Z [----] followers, [----] engagements


"$tnxp tonmya sales increasing. hoping the momentum continues. $TNXP Preliminary annual financial report: Cash $207.6m Net revenue $13.1m: Net sales of Zembrace SymTouch& Tosymra: $11.7m; Net sales of TONMYA from November [--] [----] to December [--] [----] was approximately $1.4m compared to analyst's 0.1m due to holiday season https://t.co/rTvm0oP5aN $TNXP Preliminary annual financial report: Cash $207.6m Net revenue $13.1m: Net sales of Zembrace SymTouch& Tosymra: $11.7m; Net sales of TONMYA from November [--] [----] to December [--] [----] was approximately $1.4m compared to analyst's 0.1m due to holiday"  
[X Link](https://x.com/financebully/status/2018697854387179877)  2026-02-03T14:47Z [----] followers, [----] engagements


"$mtsr getting closer to the trash pile. $pfe bourla's days are numbered. https://endpoints.news/pfizers-metsera-originated-monthly-glp-1-cuts-weight-by-10-5-at-six-months/utm_source=Twitter&utm_medium=organic_social&utm_campaign=editorial&utm_content= @Biohazard3737 look forward to seeing this 'win' go in the deprioritized list in 3.2.1 $pfe 🤡 https://endpoints.news/pfizers-metsera-originated-monthly-glp-1-cuts-weight-by-10-5-at-six-months/utm_source=Twitter&utm_medium=organic_social&utm_campaign=editorial&utm_content= @Biohazard3737 look forward to seeing this 'win' go in the deprioritized"  
[X Link](https://x.com/anyuser/status/2018703559169040893)  2026-02-03T15:10Z [----] followers, [---] engagements


"be greedy when others are fearful. $nvo"  
[X Link](https://x.com/anyuser/status/2018764793424093278)  2026-02-03T19:13Z [----] followers, [---] engagements


"cant decide which is more of a scam - $hims marketing bootleg wegovy pills or $nvo selling genuine wegovy pills via trumprx. 🤔 FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/anyuser/status/2019734141147939204)  2026-02-06T11:25Z [----] followers, [---] engagements


"@semodough cantor only include one oral drug rinvoq which is doing exceptionally well. oral convenience + biologic-like efficacy (even w/ a bbw) make a difference. $ptgx $abvx $crvs"  
[X Link](https://x.com/anyuser/status/2020158432217624886)  2026-02-07T15:31Z [----] followers, [----] engagements


"$ABBV lesson: efficacy + oral convenience = blockbuster even with a bbw. inj skyrizi ($17.5B) leads but oral rinvoq ($8.3B) proves pts want pills. the next wave - $JNJ $PTGX (icotide) $ABVX (obe) $ALMS (envu) and $CRVS (soq)could be even bigger w/out the safety baggage. @semodough cantor only include one oral drug rinvoq which is doing exceptionally well. oral convenience + biologic-like efficacy (even w/ a bbw) make a difference. $ptgx $abvx $crvs https://t.co/7DSRto1K5b @semodough cantor only include one oral drug rinvoq which is doing exceptionally well. oral convenience + biologic-like"  
[X Link](https://x.com/financebully/status/2020578160782508380)  2026-02-08T19:19Z [----] followers, [----] engagements


"meanwhile $hims @AndrewDudum and $bntx were highest paid (realized compensation) biotech ceos in [----] far surpassing $lly $nvo $jnj $pfe $abbv ceos. 🤔 Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized. When we start hard conversations we expect challenges along the way. But we won't ever https://t.co/xQEjeVSweR Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America:"  
[X Link](https://x.com/financebully/status/2020742168747348263)  2026-02-09T06:10Z [----] followers, [----] engagements


"the in vivo car-t buying spree continues. $abbv buys capstan in june for $2.1b $gild buys @InteriusBio in aug for $350m $bmy buys orbital in oct for $1.5b and now $lly buys orna for $2.4b. the end of auto/allo car-t or will all in vivo attempts fail https://investor.lilly.com/news-releases/news-release-details/lilly-acquire-orna-therapeutics-advance-cell-therapies $ABBV buying private in vivo CAR-T @capstantx. guess this means Umoja is a flop. They just raised $175M last year at likely $750m-1B pre-money. Nice quick return for investors. Will we start to see other in vivo cos go public"  
[X Link](https://x.com/financebully/status/2020834076912173514)  2026-02-09T12:16Z [----] followers, [----] engagements


"$nktr placebo data"  
[X Link](https://x.com/financebully/status/2021198749993926851)  2026-02-10T12:25Z [----] followers, [----] engagements


"@BiotechPicks yikes. i was looking at this as a potential investment given the dip in price following their ph2 readout. i hadn't noticed the ada rate. thanks for posting"  
[X Link](https://x.com/financebully/status/2022351878944887234)  2026-02-13T16:47Z [----] followers, [--] engagements


"$zbio insiders continuing to invest in a cd19 non-depleting approach + pipeline. setback at the beginning of the year but recovering well and still up 250%+ over the past year"  
[X Link](https://x.com/financebully/status/2022719888909844706)  2026-02-14T17:09Z [----] followers, [---] engagements


"$tnxp tonmya launch continuing to impress. fdmc $200m / pfc $200m. 🤔 $tnxp tonmya sales increasing. hoping the momentum continues. https://t.co/AZFCSQlGgQ $tnxp tonmya sales increasing. hoping the momentum continues. https://t.co/AZFCSQlGgQ"  
[X Link](https://x.com/financebully/status/2022723375077167587)  2026-02-14T17:23Z [----] followers, [---] engagements


"this will be a commercial failure. enjoy the ph2 honeymoon phase. $nktr $NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis The ISR brain damage done to yall by those Lilly legal documents really is wild. Good biotech $NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis The ISR brain damage done to yall by those Lilly legal documents really is wild. Good"  
[X Link](https://x.com/financebully/status/2022745072383738130)  2026-02-14T18:49Z [----] followers, [----] engagements


"$nams obi progress continues to impress. https://ir.newamsterdampharma.com/news-releases/news-release-details/newamsterdam-pharma-provides-corporate-update-and-reports-5 https://ir.newamsterdampharma.com/news-releases/news-release-details/newamsterdam-pharma-provides-corporate-update-and-reports-5"  
[X Link](https://x.com/financebully/status/1986108431942430820)  2025-11-05T16:28Z [----] followers, [---] engagements


"@adamfeuerstein @pharmalot @elaineywchen he should just buy $orka. @mcuban meet https://orukatx.com/ https://orukatx.com/"  
[X Link](https://x.com/financebully/status/1986508634940178555)  2025-11-06T18:59Z [----] followers, [---] engagements


"@StreetCred2017 it is crazy to me unless i'm missing something. lead program is ph2 anti-ctla4 with safety advantage + partnered ph2 il-12 program + tme activated platform. perhaps $dawn should've bought $xlo instead of $mrsn. 😂"  
[X Link](https://x.com/financebully/status/1988954628772499771)  2025-11-13T12:58Z [----] followers, [---] engagements


"@Banana_Oncology i think $xlo is great value at current mc even accounting for all of their warrants. i have a sizable position and just waiting for data readouts in 26"  
[X Link](https://x.com/financebully/status/1990914660258726054)  2025-11-18T22:46Z [----] followers, [---] engagements


"@Banana_Oncology @DueDoctor and they already own 17.5%. $gild $xlo"  
[X Link](https://x.com/financebully/status/1990924281325199814)  2025-11-18T23:25Z [----] followers, [---] engagements


"@Jonny_fun_guy @Banana_Oncology @StreetCred2017 i find the data pretty promising + it can be given systemically iv. strand tx demonstrated very impressive results in melanoma and they administer intratumorally - the cytokine resurgence generating quite a buzz among big pharma again. $xlo https://www.businesswire.com/news/home/20250807475027/en/Strand-Therapeutics-Raises-%24153-Million-Series-B-Financing-to-Further-Advance-Programmable-mRNA-Therapeutic-Pipeline"  
[X Link](https://x.com/financebully/status/1991167349635109030)  2025-11-19T15:31Z [----] followers, [---] engagements


"@Banana_Oncology @dragonballchad $xlo would receive up to $600m (inclusive of transition fee (occurred post-ph1)/initial ph2) in equity regulatory/commerc milestones + high single-mid teen royalties. this is standard actually pretty good"  
[X Link](https://x.com/financebully/status/1993439046291669342)  2025-11-25T21:57Z [----] followers, [---] engagements


"@_financeken most disagree with me but i think $alt pemvidutide has been slept on since the [--] week data readout (48 week coming). with that said i have stronger conviction in these based on ev: $cgem and $crvs - (ASH and [----] data) $acrs $cmpx $kura $xlo $acet (2026 data)"  
[X Link](https://x.com/financebully/status/1998054977097310390)  2025-12-08T15:40Z [----] followers, [---] engagements


"@JoseRestonVA @jfais20 understood if biotechs at ph1 stage are not part of your investment strategy but just wanted to provide context. biotech is tough so late stage/commercial does offer a compelling derisked case"  
[X Link](https://x.com/financebully/status/1999500135206694957)  2025-12-12T15:22Z [----] followers, [---] engagements


"@JoseRestonVA @jfais20 i like $orka a lot too - wish i purchased more over the summer. derisked moa w/ safe half-life extension play. my point above though related to ph1 sample size. $orka ph1 recruited [--] (18 active:6 pbo) hv vs $crvs ph1 [--] (36:12) patients"  
[X Link](https://x.com/financebully/status/1999506711321645321)  2025-12-12T15:48Z [----] followers, [---] engagements


"@monaco_biotech yes it did. 😭 thanks for the reminders about $sabs and $orka ph1 readouts. 🤞"  
[X Link](https://x.com/financebully/status/1999633087517360444)  2025-12-13T00:10Z [----] followers, [---] engagements


"$kura cool story on the origins of zifto. Komzifti (ziftomenib) received @US_FDA approval for acute myeloid leukemias with the NPM1 mutation. The drug was discovered and developed by @UMRogelCancer and @UMichPath researchers Jolanta Grembecka and Tomasz Cierpicki. Read about their journey: https://t.co/2CvFHJ3tEJ https://t.co/Xp3EAzyZMa Komzifti (ziftomenib) received @US_FDA approval for acute myeloid leukemias with the NPM1 mutation. The drug was discovered and developed by @UMRogelCancer and @UMichPath researchers Jolanta Grembecka and Tomasz Cierpicki. Read about their journey:"  
[X Link](https://x.com/financebully/status/2001915794687692963)  2025-12-19T07:21Z [----] followers, [----] engagements


"@A_May_MD you implied that it would be ineffective. it works just not as well. and at home subq does compete with clinic infusion even with the reduced flare reduction. and the stock was still a good trade from $7 to $15-20+. ;)"  
[X Link](https://x.com/financebully/status/2008160139400892804)  2026-01-05T12:54Z [----] followers, [----] engagements


"$zyme will continue to thrive. strong product pipeline and partnerships. $jazz $jnj $gsk $bmy $mrk"  
[X Link](https://x.com/financebully/status/2011578316608979447)  2026-01-14T23:16Z [----] followers, [----] engagements


"@HOThomasWPhelps $kymr kt-621 was also open label single arm trial too vs $crvs soq double blind placebo controlled trial"  
[X Link](https://x.com/financebully/status/2012885573590225068)  2026-01-18T13:51Z [----] followers, [---] engagements


"@avidresearch @Banana_Oncology and there are at least [--] other stat6 inhibitor/degraders at the same stage as $kymr. $crvs is in a lane of its own. $acrs is much earlier"  
[X Link](https://x.com/financebully/status/2013636029622768093)  2026-01-20T15:33Z [----] followers, [---] engagements


"@houndcl $mtsr being purchased at $10b total in a duel may be one factor. with that said i invested at $1.5b and have sold 75% of my position - i wouldnt buy more at these levels given higher potential for the stock to fall than rise further. keeping 25% though"  
[X Link](https://x.com/financebully/status/2014400404684144931)  2026-01-22T18:10Z [----] followers, [---] engagements


"$kura accumulating. 😉 @mystocks3 i think $kura is def a buy at current levels. @mystocks3 i think $kura is def a buy at current levels"  
[X Link](https://x.com/financebully/status/2015853022815850789)  2026-01-26T18:23Z [----] followers, [---] engagements


"@Quakerbrothers @BiotechAnalysst @seedy19tron retail traders on x are non-consequential to most stock swings. i'm very familiar with the diligence process for sophisticated biotech and pharma vc funds - it doesn't include reviewing reports on x (no matter how popular a profile)"  
[X Link](https://x.com/financebully/status/2016148398009655569)  2026-01-27T13:56Z [----] followers, [--] engagements


"$zyme $jazz zani will change soc and replace herceptin (gea for now). excellent clinical fireside chat from @OncBrothers https://youtu.be/o53Bx2_eB5Isi=O9vWnGjSod9b6jP4 $zyme will continue to thrive. strong product pipeline and partnerships. $jazz $jnj $gsk $bmy $mrk https://t.co/3gX5H1tJ8L https://youtu.be/o53Bx2_eB5Isi=O9vWnGjSod9b6jP4 $zyme will continue to thrive. strong product pipeline and partnerships. $jazz $jnj $gsk $bmy $mrk https://t.co/3gX5H1tJ8L"  
[X Link](https://x.com/financebully/status/2015647192686490078)  2026-01-26T04:45Z [----] followers, [----] engagements


"nibbling a little more $cmpx after yesterdays excellent update presentation and todays dip. 🤞for q1 tovecimig combo readout. nice update on $cmpx '8371. tovecimig mono should be dropped. $209m cash. https://t.co/HRRccqsbt5 nice update on $cmpx '8371. tovecimig mono should be dropped. $209m cash. https://t.co/HRRccqsbt5"  
[X Link](https://x.com/financebully/status/2011879170444554660)  2026-01-15T19:12Z [----] followers, [---] engagements


"@ohadhammer and $cmpx pd1xpdl1 approach is in a class of its own. many times more exciting than the pd1xvegf me2s like $cbio imho"  
[X Link](https://x.com/financebully/status/2014377284199981066)  2026-01-22T16:39Z [----] followers, [---] engagements


"@semodough while i think $crvs has demonstrated a compelling safety profile across both the atd and ptcl trials and im a shareholder i think grandos comments cant be taken seriously. [--] or [--] wks is hardly enough time to say a new drug is impeccably safe (regardless of sample size)"  
[X Link](https://x.com/financebully/status/2018381710988017750)  2026-02-02T17:51Z [----] followers, [---] engagements


"$ABBV buying private in vivo CAR-T @capstantx. guess this means Umoja is a flop. They just raised $175M last year at likely $750m-1B pre-money. Nice quick return for investors. Will we start to see other in vivo cos go public @InteriusBio @KeloniaTx Orna Umoja $AZN $JNJ $SNY"  
[X Link](https://x.com/anyuser/status/1939669720644432112)  2025-06-30T12:57Z [----] followers, [----] engagements


"@Biohazard3737 look forward to seeing this 'win' go in the deprioritized list in 3.2.1 $pfe 🤡"  
[X Link](https://x.com/financebully/status/1987249049582669888)  2025-11-08T20:01Z [----] followers, [---] engagements


"@monaco_biotech $alms should be at least at $6b valuation based on comps"  
[X Link](https://x.com/anyuser/status/2010801014350508139)  2026-01-12T19:48Z [----] followers, [----] engagements


"excellent interview @bradloncar @BiotechTV. thanks for including many of the x user questions including the tough (skeptical) ones. $crvs miller continues to impress me with his focus/strategy and this level of public engagement. : Corvus Pharma CEO Richard Miller fields follow-up questions about last week's atopic dermatitis data for the ITK inhibitor soquelitinib. $CRVS Full video: https://t.co/HtyP89fAh8 https://t.co/5jBm6ijDp4 : Corvus Pharma CEO Richard Miller fields follow-up questions about last week's atopic dermatitis data for the ITK inhibitor soquelitinib. $CRVS Full video:"  
[X Link](https://x.com/anyuser/status/2016627127978754219)  2026-01-28T21:39Z [----] followers, [----] engagements


"$cort relacorilant☠ https://download.open.fda.gov/crl/CRL_NDA219398_20260128.pdf $CORT From FDA's CRL: After conducting a thorough safety review we concluded that relacorilant is associated with drug induced liver injury (DILI) https://download.open.fda.gov/crl/CRL_NDA219398_20260128.pdf $CORT From FDA's CRL: After conducting a thorough safety review we concluded that relacorilant is associated with drug induced liver injury (DILI)"  
[X Link](https://x.com/anyuser/status/2017000501129159072)  2026-01-29T22:22Z [----] followers, [----] engagements


"shady $cort ceo knew it was coming. crl rec'd on 12/30 but fda would've been communicating concerns with the company leading up to sharing their decision"  
[X Link](https://x.com/anyuser/status/2017005605391589463)  2026-01-29T22:43Z [----] followers, [----] engagements


"$cort "during the pre-submission meetings we informed you on several occasions of our concerns.and to expect significant review issues if you were to submit your application." https://download.open.fda.gov/crl/CRL_NDA219398_20260128.pdf https://download.open.fda.gov/crl/CRL_NDA219398_20260128.pdf"  
[X Link](https://x.com/anyuser/status/2017011563668894066)  2026-01-29T23:06Z [----] followers, [---] engagements

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