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

financebully posts on X about $kura, $crvs, $alt, $jnj the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX +506%
- X Month XXXXXX -XX%
- X Months XXXXXXX +635%
- X Year XXXXXXX +1,287%

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

- X Month XXX -XX%
- X Months XXX +383%
- X Year XXX +247%

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

- X Week XXX +2.70%
- X Month XXX +11%
- X Months XXX +65%
- X Year XXX +86%

### CreatorRank: XXXXXXXXX [#](/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)  XXXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$kura](/topic/$kura) #9, [$crvs](/topic/$crvs) #10, [$alt](/topic/$alt) #28, [$jnj](/topic/$jnj) 7.27%, [$arvn](/topic/$arvn) #4, [alt](/topic/alt) #1337, [$cgem](/topic/$cgem) #8, [$acad](/topic/$acad) #4, [$slno](/topic/$slno) #4, [products](/topic/products) XXXX%

**Top accounts mentioned or mentioned by**
[@hothomaswphelps](/creator/undefined) [@biotechtv](/creator/undefined) [@amaymd](/creator/undefined) [@semodough](/creator/undefined) [@piratewaffle](/creator/undefined) [@dmitrykovalchuk](/creator/undefined) [@kingachillese](/creator/undefined) [@aditharun](/creator/undefined) [@baileyefxs](/creator/undefined) [@avidresearch](/creator/undefined) [@bananaoncology](/creator/undefined) [@protagonistceo](/creator/undefined) [@lfholt](/creator/undefined) [@financeken](/creator/undefined) [@tradingsssss](/creator/undefined) [@pmillustration4](/creator/undefined) [@scartissue123](/creator/undefined) [@tommybaxendale](/creator/undefined) [@houndcl](/creator/undefined) [@adamfeuerstein](/creator/undefined)

**Top assets mentioned**
[AltLayer (ALT)](/topic/$alt) [Johnson & Johnson (JNJ)](/topic/$jnj) [Arvinas, Inc (ARVN)](/topic/$arvn) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [AbbVie Inc (ABBV)](/topic/$abbv) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Merck & Co., Inc. (MRK)](/topic/$mrk) [SPDR GOLD ETF (GLD)](/topic/$gld) [Novartis AG (NVS)](/topic/$nvs) [Synthetify (SNY)](/topic/$sny) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) [Terns Pharmaceuticals, Inc. Common Stock (TERN)](/topic/$tern) [Frontline Ltd. (FRO)](/topic/$fro)
### Top Social Posts
Top posts by engagements in the last XX hours

"$slno $acad $hrmy not surprised. 😉"  
[X Link](https://x.com/financebully/status/1997025355790799208)  2025-12-05T19:28Z XXX followers, XXX engagements


"@houndcl you were way off on vomiting rates $vktx $alt $gpcr"  
[X Link](https://x.com/financebully/status/1957790196969111980)  2025-08-19T13:02Z XXX followers, XXX engagements


"$nams obi progress continues to impress"  
[X Link](https://x.com/financebully/status/1986108431942430820)  2025-11-05T16:28Z XXX followers, XXX engagements


"@PirateWaffle @maddstone1 you should. all you need to know is $rna bought for $12b and $kura share the same founder. 😉i invest in people as much as i do in science although zifto is the superior menin inhibitor - jnj blexi being the only real competition. im actually more excited by their fti - darli"  
[X Link](https://x.com/financebully/status/1990517671021195612)  2025-11-17T20:29Z XXX followers, XXX engagements


"@A_May_MD this isnt fear its complacency and bravado. theres a lot of it in old bp esp with new moas. $jnj is even worse than $abbv. they usually wait until someone else proves it then jump in when they think its safe"  
[X Link](https://x.com/financebully/status/1996336484375310628)  2025-12-03T21:51Z XXX followers, 2052 engagements


"$ptgx data for rusfertide nda submission is now complete. $tak $jnj"  
[X Link](https://x.com/financebully/status/1997337216444461242)  2025-12-06T16:07Z XXX followers, XXX engagements


"@lfholt @_financeken @failed_drugs thx. i could be wrong but i didnt see anything in the XX week data that gave me pause esp at the valuation then and now. in fact i always saw it as very promising. admittedly the old mgmt didnt have a good track record so i wont be completely surprised either way. 🤞"  
[X Link](https://x.com/financebully/status/1998058838532985097)  2025-12-08T15:55Z XXX followers, XXX engagements


"@BalaBioResearch i'm waiting for a dip (may not come). meanwhile i've built positions in $cccc and $fhtx. i also still think $arvn is undervalued despite the vepdeg drama and continue to hold it"  
[X Link](https://x.com/financebully/status/1995252724611600682)  2025-11-30T22:04Z XXX followers, XXX engagements


"@avidresearch with no weight loss at X months i still feel the same as before - this will struggle commercially without an immediate effect on wl"  
[X Link](https://x.com/financebully/status/1998014360812179723)  2025-12-08T12:58Z XXX followers, XXX engagements


"@SnackBioTech this actually is a win for $alt and other mash-focused drug companies because it helps to reduce variability in biopsy reads. you're correct that it doesn't replace physicians but it certainly helps standardize a process that has been challenge due to variability among readers"  
[X Link](https://x.com/financebully/status/1998148533958963492)  2025-12-08T21:51Z XXX followers, XXX engagements


"@semodough $acad has two products - second product launched only in 2023. daybue pys estimate is $800m+. first product (nuplazid) is plagued by QTc black box but will still pull in $650m/yr. healthy balance sheet and pipeline. $slno is still junior - no pipeline smaller cash pos"  
[X Link](https://x.com/financebully/status/1986257986314965301)  2025-11-06T02:23Z XXX followers, XXX engagements


"@Banana_Oncology not sure. but their vc group is a bit defunct now so corporate may just be managing their warrants. not sure. in addition to $tak $mrk $abbv and ipsen vc groups all invested in the past. $gld just invested more dec '24 at $1/sh. if vilastobart or il-12 hit this stock will 🚀"  
[X Link](https://x.com/financebully/status/1990919699891175735)  2025-11-18T23:07Z XXX followers, XXX engagements


"@PirateWaffle me too. ;) i assume we may see it continue to decline through the end of december but cash = $175m mc now @ $81m. rising asymmetric upside. $acet"  
[X Link](https://x.com/financebully/status/1996242579260576186)  2025-12-03T15:38Z XXX followers, XXX engagements


"@KingachillesE @Banana_Oncology i added at $X and $X so cost basis is now $14/sh. i believe vepdeg sale should bring in at least $500m in upfront to $arvn. the rest of pipeline and current $nvs luxdeg are a crapshoot atm but all additional upside if successful"  
[X Link](https://x.com/financebully/status/1996572040833167383)  2025-12-04T13:27Z XXX followers, XXX engagements


"@KingachillesE @Banana_Oncology i don't really follow (or believe) analysts most of the time. based on history $arvn received $150m upfront for luxdeg at ph1/2. i think they should get quite a bit more for vepdeg with imminent 2l approval and high potential for 1l combo in mbc"  
[X Link](https://x.com/financebully/status/1996601197872943354)  2025-12-04T15:23Z XXX followers, XXX engagements


"@BiotechTV $kura $crvs $cgem 👍👍👍"  
[X Link](https://x.com/financebully/status/1997031533962842524)  2025-12-05T19:53Z XXX followers, XXX engagements


"@semodough fyi - rusfertide is NOT oral it's subq. however $ptgx is developing a next-gen oral hepcidin mimetic (still preclinical)"  
[X Link](https://x.com/financebully/status/1997339787578020333)  2025-12-06T16:18Z XXX followers, XXX engagements


"@HOThomasWPhelps and even more important - let's not forget the difference in patient populations included in the trial as well as competive landscape between the two targets. $crvs soq $kymr kt-621"  
[X Link](https://x.com/financebully/status/1998009444634907096)  2025-12-08T12:39Z XXX followers, XXX engagements


"@avidresearch yes i agree. will need to see that trial data to believe this is the answer. this interim readout is not impressing me though"  
[X Link](https://x.com/financebully/status/1998016674872828021)  2025-12-08T13:07Z XXX followers, XXX engagements


"@HOThomasWPhelps @endpts updated with a little more detail. $crvs $kymr $sny"  
[X Link](https://x.com/financebully/status/1998076461832626619)  2025-12-08T17:05Z XXX followers, XXX engagements


"$idya. great r&d day and company"  
[X Link](https://x.com/financebully/status/1965049263815360952)  2025-09-08T13:47Z XXX followers, 1875 engagements


"@tradingsssss $lnth and $tlx seem like no brainers based on strong rev/profits relative to mc"  
[X Link](https://x.com/financebully/status/1995878694515089439)  2025-12-02T15:32Z XXX followers, XXX engagements


"$alms q1'26 p3 pso and q3'26 p2b sle readouts. from $500m mc to $1b mc; $375m cash. additional room to run at current mc"  
[X Link](https://x.com/financebully/status/1996965288437268757)  2025-12-05T15:30Z XXX followers, 1340 engagements


"@BiotechTV these are all in my high confidence bucket primarily bc all of my critical questions are answered. here are a few though. X. $crvs update on back up and next gen molecules would be helpful particularly the itk degrader program discussed briefly in prior calls"  
[X Link](https://x.com/financebully/status/1997043493374775424)  2025-12-05T20:40Z XXX followers, XXX engagements


"@BiotechTV one more question for $kura. given the new data from the paradigm study at ASH re: ven/aza intensive chemo does this change their thinking about the komet-007 design in fit 1l aml patients"  
[X Link](https://x.com/financebully/status/1997806136041558319)  2025-12-07T23:11Z XXX followers, XXX engagements


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


"@pmillustration4 @HOThomasWPhelps i doubt it. $bcyc is another baker bros portfolio company which is currently sitting at a negative $130m ev. biotech investors who invest just bc of a fund arent real investors"  
[X Link](https://x.com/financebully/status/1998384937259426175)  2025-12-09T13:31Z XXX followers, XXX engagements


"@ag76_biotech @A_May_MD the trick is to buy when there is greater upside than downside risk. $tern was $400m mc w/ $315m cash with two shots on goal and a great team"  
[X Link](https://x.com/financebully/status/1998565354126070069)  2025-12-10T01:28Z XXX followers, XXX engagements


"@scartissue123 @ElMonoGran42994 @jonem84 blexi is the biggest wildcard and potential $kura zifto competitor imho. $jnj knows how to pick winners and will market them hard. zifto continues to have qd advantage but blexi could be safer and more effective. room for 2+ menin inhibitors in frontline though"  
[X Link](https://x.com/financebully/status/1998711439155204186)  2025-12-10T11:08Z XXX followers, XX engagements


"@BiotechTV X. $crvs what is the plan for soq 1L ptcl trial X. $kura no questions on the zifto study but curious about any updates on darlifarnib data timing in 2026. X. $cgem thoughts on combo trial with menin inhibitors and timing. assume zifto would be preferred between the two"  
[X Link](https://x.com/financebully/status/1997046321535242606)  2025-12-05T20:52Z XXX followers, 1216 engagements


"@TommyBaxendale yes i've seen a few positive reviews. the only thing that makes me a little nervous is the company's scattered focus across so many different programs with only $190m cash. can they execute this launch well with so many distractions i have a modest position for now. $tnxp"  
[X Link](https://x.com/financebully/status/1998056175988826181)  2025-12-08T15:44Z XXX followers, XXX engagements


"$alt #nash #mash nits"  
[X Link](https://x.com/financebully/status/1998140959998013623)  2025-12-08T21:21Z XXX followers, 1378 engagements


"@ALT_Nicholson $jnj is a no go"  
[X Link](https://x.com/financebully/status/1998826579103814102)  2025-12-10T18:46Z XXX followers, X engagements