#  @gordon_analysis Andrew Gordon Andrew Gordon posts on X about $annx, $nuvb, $onc, market cap the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1652176085130379264/interactions)  - [--] Week [---] +435% - [--] Month [---] -100% - [--] Months [----------] +339,930% - [--] Year [----------] +16,651% ### Mentions: [--] [#](/creator/twitter::1652176085130379264/posts_active)  - [--] Week [--] +29% - [--] Month [--] -88% - [--] Months [---] +149% - [--] Year [---] +151% ### Followers: [---] [#](/creator/twitter::1652176085130379264/followers)  - [--] Week [---] +1.20% - [--] Month [---] +1.80% - [--] Months [---] +9.80% - [--] Year [---] +127% ### CreatorRank: undefined [#](/creator/twitter::1652176085130379264/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 25% [finance](/list/finance) 17% [cryptocurrencies](/list/cryptocurrencies) 13% [countries](/list/countries) 10% [exchanges](/list/exchanges) 8% [travel destinations](/list/travel-destinations) 1% **Social topic influence** [$annx](/topic/$annx) 21%, [$nuvb](/topic/$nuvb) 16%, [$onc](/topic/$onc) 11%, [market cap](/topic/market-cap) 11%, [nasdaq](/topic/nasdaq) 8%, [$mist](/topic/$mist) 7%, [$sndx](/topic/$sndx) 5%, [china](/topic/china) 5%, [$vstm](/topic/$vstm) 5%, [$tsmy](/topic/$tsmy) 5% **Top accounts mentioned or mentioned by** [@annexonbio](/creator/undefined) [@angelinadrim](/creator/undefined) [@jfais20](/creator/undefined) [@uscorpfilings](/creator/undefined) **Top assets mentioned** [Annexon, Inc. (ANNX)](/topic/$annx) [Nuvation Bio Inc. (NUVB)](/topic/$nuvb) [One Cash (ONC)](/topic/$onc) [Mist (MIST)](/topic/$mist) [CG Oncology, Inc. (CGON)](/topic/$cgon) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [UiPath, Inc. (PATH)](/topic/$path) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Sagimet Biosciences Inc. (SGMT)](/topic/$sgmt) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Upstream Bio, Inc. (UPB)](/topic/$upb) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Alibaba Group (BABA)](/topic/$baba) [Vor Biopharma Inc. (VOR)](/topic/$vor) [Sanofi (SNY)](/topic/sanofi) ### Top Social Posts Top posts by engagements in the last [--] hours "$onc I think that pirtobrutinib as a second line treatment will not do much if any harm to ONC. As a second line treatment patients on Brukinsa would have to develop resistance then go to pirtobrutinib. If they develop resistance then they would be off Brukinsa anyway" [X Link](https://x.com/gordon_analysis/status/1997066548582699071) 2025-12-05T22:12Z [---] followers, [---] engagements "2026 PICKS: $ONC $CGON $VRDN $KYMR $NUVB $ANNX $PATH $MIST $SNDX" [X Link](https://x.com/gordon_analysis/status/2006404123797729716) 2025-12-31T16:36Z [---] followers, [---] engagements "$onc Sonrotoclax (BeOne Medicines' BCL2 inhibitor) received its first-in-world approval in China in early January [----] for adult patients with relapsed/refractory Mantle Cell Lymphoma (MCL) and Chronic Lymphocytic Leukemia (CLL)/Small Lymphocytic Lymphoma (SLL)" [X Link](https://x.com/gordon_analysis/status/2008696085837980090) 2026-01-07T00:24Z [---] followers, [---] engagements "$PATH - is a $20+ stock. Excellent earnings report. Strong guidance. Collaborations with major tech companies. Disruptive product. Reasonable market capitalization to sales ratio. Add $PATH to $ONC and $NUVB for 2026" [X Link](https://x.com/gordon_analysis/status/1996538193425162438) 2025-12-04T11:12Z [---] followers, [---] engagements "$onc Is this morning's drop in price due to the 12/3 FDA approval of pirtobrutinib for adults with r/r cll or sll who have previously been treated with a covalent BTK inhibitor" [X Link](https://x.com/gordon_analysis/status/1996978167869837668) 2025-12-05T16:21Z [---] followers, [---] engagements "$annx The FORWARD study is designed to support a broad label across pediatric and adult patients and further expand the use of tanruprubart across geographies. A Biologics License Application (BLA) submission to the FDA with data from the FORWARD study is planned in 2026" [X Link](https://x.com/gordon_analysis/status/2009413325147525365) 2026-01-08T23:54Z [---] followers, [---] engagements "$annx In [----] why didn't management disclose that a FORWARD type study would be needed for the BLA Why would they think that clinical trials on patients in the Phillipines and Bangladesh be sufficient on a treatment for Americans and Europeans" [X Link](https://x.com/gordon_analysis/status/2009413326984630312) 2026-01-08T23:54Z [---] followers, [---] engagements "$ANNX [----] could be an incredible year for ANNX. [--]. European approval of ANX005 [--]. Hopefully European collaboration that might bring in $20M upfront+ $80-$100M in regulatory and commercial milestones+ 12-15% royalties" [X Link](https://x.com/gordon_analysis/status/2010752256921256389) 2026-01-12T16:34Z [---] followers, [---] engagements "$upb -25% in pre market" [X Link](https://x.com/gordon_analysis/status/2021563941558559131) 2026-02-11T12:36Z [---] followers, [---] engagements "$NUVB Experienced management team. Collaborations with Japanese and Chinese pharmaceutical firms. I believe that the company will license Taletrectinib to a European pharmaceutical company. Hedge fund activity has been encouraging" [X Link](https://x.com/gordon_analysis/status/1929590253892911298) 2025-06-02T17:25Z [---] followers, [---] engagements "$annx If you believe in charts ANNX triple bottom over the last month. Positive sign" [X Link](https://x.com/gordon_analysis/status/1929911754412236815) 2025-06-03T14:43Z [---] followers, [---] engagements "$MIST [--] day MA broke north through the [---] day MA. Positive" [X Link](https://x.com/gordon_analysis/status/1935016540262514813) 2025-06-17T16:47Z [---] followers, [--] engagements "$ONC A BTK degrader is a game changer. On the other hand Pirto willbe competitive to Brukinsa" [X Link](https://x.com/gordon_analysis/status/1936021539922513975) 2025-06-20T11:21Z [---] followers, [---] engagements "who experience progressive disease. Further Eli Lilly (trading symbol LLY) has a drug pirtobrutinib that has a unique method of action. Unlike earlier generations of BTK inhibitors that bind permanently to BTK pirtobrutinib binds reversibly. This reversible binding allows it to" [X Link](https://x.com/gordon_analysis/status/1936040620860080399) 2025-06-20T12:37Z [---] followers, [--] engagements "Many trades. Sold ONC +11.2 pts. LENZ +0.50 pts. Bought NVDY AMZY TSMY BABO (High Yield Etfs) and NUVB. NUVB up on 7.65M shares (avg is 4.75M)" [X Link](https://x.com/gordon_analysis/status/1937244835263512602) 2025-06-23T20:22Z [---] followers, [--] engagements "$VRT- closed out position. Took the profit and bought more $ANNX (20 day MA broke north of the [---] day MA) and $BABO and $NUVB. I will sit on some cash. I think a lot of good news is in current prices" [X Link](https://x.com/gordon_analysis/status/1937562461353443520) 2025-06-24T17:24Z [---] followers, [---] engagements "$SRRK - Closed out the position. Took the profits and added to $MIST (20 day MA broke the [---] day and the [---] day MA) and parked money into $MSFO" [X Link](https://x.com/gordon_analysis/status/1937924311052087621) 2025-06-25T17:22Z [---] followers, [---] engagements "in [----]. [--]. I think NUVB will secure a collaboration agreement for the European market. [--]. Taletrectinib was approved in China at the beginning of [----]. Thus NUVB will see revenues from that market. NUVB has a strong financial position. I estimate $460M in cash +" [X Link](https://x.com/gordon_analysis/status/1938691882940285229) 2025-06-27T20:12Z [---] followers, [---] engagements "$150M upfront from Sagard + $100M available. I estimate a $160-$180M annual cash burn. For a company with a $665M market cap I think that NUVB has great potential for capital appreciation" [X Link](https://x.com/gordon_analysis/status/1938691884169220233) 2025-06-27T20:12Z [---] followers, [---] engagements "$nuvb - added to position this week $annx - added to position this week" [X Link](https://x.com/gordon_analysis/status/1940798347138551928) 2025-07-03T15:42Z [---] followers, [---] engagements "$nuvb - took profits $nams - took profits Parked money in $ulty (Friday distribution to produce funds). Took a small position in $vstm. Started research on $kura and $sndx both companies have FDA PDUFA meetings this year for drugs to treat mNPM1 and KMT2ar for AML" [X Link](https://x.com/gordon_analysis/status/1948042252414284212) 2025-07-23T15:27Z [---] followers, [----] engagements "I sold Sept.19 expiration $18 calls on $MSFO and bought $NUVB. $MSFO goes ex div on 8/21 and 9/18" [X Link](https://x.com/gordon_analysis/status/1948412221706436771) 2025-07-24T15:57Z [---] followers, [---] engagements "Verastem (Nasdaq: $VSTM $6.14) - added to position. Market Cap: $337M Cash: $192M Estimated annual burn rate: $150M Oxford Loan agreement provides $35M (Term D) when sales of Avmapki Fakzynja reach at least $50M and an additional $50M (Term E) at the discretion of the lenders" [X Link](https://x.com/gordon_analysis/status/1949104051515195757) 2025-07-26T13:46Z [---] followers, [---] engagements "FDA approved Avmapki Fakzynja on May 8th [----] for KRAS-mutated recurrent LGSOC (Low Grade Serous Ovarian Cancer). This was the first drug to be approved for that condition. I estimate peak sales of $500M+" [X Link](https://x.com/gordon_analysis/status/1949104052974788922) 2025-07-26T13:46Z [---] followers, [--] engagements "On July [--] the company announced that the FDA granted VS-7375 Fast Track Designation. VS-7375 is a KRAS G12D inhibitor. The drug is in P1/2a trials. There are several inhibitors and degraders in early trials. Within [--] years KRAS G12D will be a multibillion-dollar market" [X Link](https://x.com/gordon_analysis/status/1949104054769967419) 2025-07-26T13:46Z [---] followers, [--] engagements "$VSTM - Point72 owns 6.1%" [X Link](https://x.com/gordon_analysis/status/1949939511355494700) 2025-07-28T21:06Z [---] followers, [---] engagements "$NUVB - added a bit to the position $VSTM - bought back in small amount" [X Link](https://x.com/gordon_analysis/status/1950956377599324393) 2025-07-31T16:27Z [---] followers, [---] engagements "I believe that the FDA will approve drugs for the following companies. PDUFA dates listed with stock ticker symbols. Sept. [--] - $CRNX Oct. [--] - $SNDX Nov. [--] - $RGNX Nov. [--] - $KURA" [X Link](https://x.com/gordon_analysis/status/1951488916021747737) 2025-08-02T03:43Z [---] followers, [----] engagements "$ANNX Annexon Selected by EMA to Participate in Product Development Coordinator Pilot for Vonaprument (ANX007) for Dry Age-Related Macular Degeneration with Geographic Atrophy. ANNX should take advantage of their position in Europe with a collaboration" [X Link](https://x.com/gordon_analysis/status/1953809676300091784) 2025-08-08T13:25Z [---] followers, [---] engagements "$NUVB : [--] DAY SMA BROKE NORTH ON THE [---]. POSITIVE. $SNDX : [--] DAY SMA BROKE NORTH ON THE [--] DAY. POSITIVE. $BABA : [--] DAY SMA BROKE NORTH ON THE [--] DAY. POSITIVE" [X Link](https://x.com/gordon_analysis/status/1955596660316451004) 2025-08-13T11:45Z [---] followers, [---] engagements "$NUVB - added to position. Sept. Presentation in Spain. Oct. presentation in Germany. I look forward to a European collaboration next year. $SNDX - new position. $ABEO - new position" [X Link](https://x.com/gordon_analysis/status/1956010259794821513) 2025-08-14T15:09Z [---] followers, [----] engagements "$ANNX A "generalizability package" is the evidence and analyses that the company submits to the FDA to show that the results of the clinical study are applicable to the target population."" [X Link](https://x.com/gordon_analysis/status/1956105765107679589) 2025-08-14T21:28Z [---] followers, [---] engagements "The company has had several months to prepare the RWE data combined with the P3 trial (NCT04701164). I have to believe that because ANX005 is a Fast Track treatment that over the last two years that Annexon has discussed with the FDA the requirements for the BLA" [X Link](https://x.com/gordon_analysis/status/1956105767003554151) 2025-08-14T21:28Z [---] followers, [--] engagements "$ANNX "Ongoing discussions with FDA regarding generalizability package to support a BLA" - Aug. [--]. Second quarter [----] Financial Results The "generalizability package" is the evidence and analyses that the company submits to the FDA to show that the results of the" [X Link](https://x.com/gordon_analysis/status/1956152092793749623) 2025-08-15T00:32Z [---] followers, [---] engagements "clinical study are applicable to the target population." The company has had months to prepare the RWE (Real World Evidence) data combined with the P3 trial (NCT04701164). I have to believe that because ANX005 (tanruprubart) is a Fast Track treatment that over the last" [X Link](https://x.com/gordon_analysis/status/1956152094341390501) 2025-08-15T00:32Z [---] followers, [--] engagements "$ANNX Market cap = $235M Wells Fargo healthcare conference After the FDA meeting in late June on ANX005 (tanruprubart) the FDA meeting minutes had an addendum. What was mentioned may come to light at an expected FDA "C" meeting in the 3Q" [X Link](https://x.com/gordon_analysis/status/1963659680678633476) 2025-09-04T17:45Z [---] followers, [---] engagements "$ANNX This is my view on ANNX's path. Before the end of [----] a European collaboration to give the company financial stability. The upfront payment on the ANX005 (tanruprubart) license deal may extend the company's financial pathway to [----]. The improved financial outlook may" [X Link](https://x.com/gordon_analysis/status/1963668939654725699) 2025-09-04T18:22Z [---] followers, [---] engagements "$path A few days ago the [--] day SMA broke north of the [---] day SMA. Positive. In addition there is volume on the call options for the next few weeks. I sold $17 10/24 calls" [X Link](https://x.com/gordon_analysis/status/1975938674744496327) 2025-10-08T14:57Z [---] followers, [---] engagements "Sagimet Biosciences (Nasdaq: SGMT $6.25) Buy recommendation. Market cap = $199M Cash = $210M+ (Just raised $112M through a secondary offering) Estimated cash burn = ($25)/year Most AEs (adverse events) were Grade [--] or [--] (mild to moderate). There were no Grade [--] AEs" [X Link](https://x.com/gordon_analysis/status/1764837355674862017) 2024-03-05T02:16Z [---] followers, [--] engagements "$TSMY In the holdings they sold March [--] $200 Puts. They are getting crushed on that trade" [X Link](https://x.com/gordon_analysis/status/1896640519968870601) 2025-03-03T19:15Z [---] followers, [---] engagements "Beigene (trading symbol ONC) has a drug in development that is a BTK degrader. This drug would be a game changer. The drug would degrade (remove/crush) wildtype and multiple mutant forms of BTK including those that commonly confer resistance to BTK inhibitors in patients" [X Link](https://x.com/gordon_analysis/status/1936040618553225605) 2025-06-20T12:37Z [---] followers, [--] engagements "$NUVB - Sold. Nice profit. $MIST - Sold. Decent profit $TSMY - added to get the Friday distribution $RGNX - new position" [X Link](https://x.com/gordon_analysis/status/1942964199442759695) 2025-07-09T15:08Z [---] followers, [---] engagements "$NUVB - started a new position at $2.29. I think the stock breaks $5 within a year. $TSMY - added to position $NVDY - added to position" [X Link](https://x.com/gordon_analysis/status/1943676684256883114) 2025-07-11T14:20Z [---] followers, [----] engagements "$rgnx - small position. I think that the FDA will approve RGX-121 in November" [X Link](https://x.com/gordon_analysis/status/1951008758483546375) 2025-07-31T19:55Z [---] followers, [---] engagements "$vor - added to position $vstm - added to position $tsmy - added to position" [X Link](https://x.com/gordon_analysis/status/1956415281019879455) 2025-08-15T17:58Z [---] followers, [---] engagements "$onc - closed out position Took the profits and added to $babo $tsmy $msfo" [X Link](https://x.com/gordon_analysis/status/1962876306208510011) 2025-09-02T13:52Z [---] followers, [---] engagements "Nuvation Bio (NUVB) Cantor healthcare conference Positive discussion. The CEO of Nuvation believes that Safusidenib will be a blockbuster drug. The logic is based on Royalty Pharma's valuation of Vorasidenib a competitor drug" [X Link](https://x.com/gordon_analysis/status/1963732054601818336) 2025-09-04T22:33Z [---] followers, [---] engagements "$annx Last year Sanofi sold their CAD drug Enjaymo (IV treatment) to Recordati for $800M+. ANX1502 is a similar drug (oral) that completed P1" [X Link](https://x.com/gordon_analysis/status/1970327095860404439) 2025-09-23T03:19Z [---] followers, [---] engagements "Nuvation Bio (NUVB) $2.30 Market Cap = $776M Taletrectinib - a ROS1 TKI drug. Taletrectinib was granted Breakthrough Therapy Designation for first and second line treatment of ROS1 positive NSCLC. NDA planned submission in Q4 2024" [X Link](https://x.com/gordon_analysis/status/1840829526453965208) 2024-09-30T19:02Z [---] followers, [---] engagements "$ANNX Insider sales 2-18 Jennifer Lew (CFO) 2-18 Michael Overdorf (EVP) 2-18 Richard Artis (CSO) 2-18 Ted Yednock (EVP) 2-18 Jamie Dananberg (CMO) 2-13 Jennifer Lew 2-13 Michael Overdorf 2-13 Douglas Love (CEO) 2-13 Ted Yednock Why would the insiders sell" [X Link](https://x.com/gordon_analysis/status/1909988044007948642) 2025-04-09T15:13Z [---] followers, [---] engagements "Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) $54.05 Market cap $4.5B [----] Estimated revenues $515M (Crysvita Dojolvi) Cash and cash equivalents $777M Estimated cash burn for [----] ($400M)" [X Link](https://x.com/gordon_analysis/status/1763649780679344482) 2024-03-01T19:37Z [---] followers, [--] engagements "Johnson & Johnsons TAR-200 (in P2) comparable figures are not available. CGON Financials Cash and cash equivalents $566M as of March [--] [----] Net cash used in operations ($26012) three months ended March [--] 2024" [X Link](https://x.com/gordon_analysis/status/1808236644887114030) 2024-07-02T20:29Z [---] followers, [--] engagements "Collaborations Lepu Biotech mainland China including Hong Kong and Macau Regulatory milestones up to $2.5M Commercial milestones up to $57.5M. High single digit percentage royalty. Kissei Pharmaceutical southeast Asia" [X Link](https://x.com/gordon_analysis/status/1808236646313386431) 2024-07-02T20:29Z [---] followers, [--] engagements "$IMAB 12/9 - TJ Biopharma and Jumpcan Pharmaceutical announced that a BLA for eftansomatropin alfa has been accepted for review by the NMPA" [X Link](https://x.com/gordon_analysis/status/1869785715531493577) 2024-12-19T16:43Z [---] followers, [---] engagements "$MIST MIST is intriguing. Many PSVT patients are stable. On the other hand anyone who has several attacks will most likely have their doctor get them to an ER and to perform an ablation. An FDA approval in March might trigger a significant financial event" [X Link](https://x.com/gordon_analysis/status/1889743125733626151) 2025-02-12T18:27Z [---] followers, [---] engagements "$annx Heavy short selling" [X Link](https://x.com/gordon_analysis/status/1891992011483316509) 2025-02-18T23:23Z [---] followers, [---] engagements "ORC is the trading symbol for Beigene a $25B Chinese pharmaceutical company. They have a blockbuster drug Brukinsa (a BTK inhibitor) to treat CLL (my condition). Today I learned that they are working on a BTK degrader (BGB-16673) to treat people whose BTK inhibitor l" [X Link](https://x.com/gordon_analysis/status/1894771728322101348) 2025-02-26T15:29Z [---] followers, [--] engagements "oses efficacy due to resistance (example c481). The P1 tests were incredible. The FDA gave them Fast Track Designation. I estimate 5+ years until commercialization. I am excited that the company with a successful BTK inhibitor is working on a BTK degrader" [X Link](https://x.com/gordon_analysis/status/1894771729479651655) 2025-02-26T15:29Z [---] followers, [--] engagements "$ONC Chronic lymphocytic leukemia (CLL) treatment has experienced tremendous advances over the last decade. The introduction of BTK (Bruton Tyrosine Kinase) inhibitors (Imbruvica Calquence Brukinsa) have improved the quality of life of patients (I am in that group)" [X Link](https://x.com/gordon_analysis/status/1936040617051931090) 2025-06-20T12:37Z [---] followers, [---] engagements "$NUVB- the key to this company is Safusidenib in P2. Safusidenib is an IDH1 mutant inhibitor. The current drug vorasidenib (approved last year) is beatable. The market could be $1B. P2 will be done Aug. [----] (NCT [--------] Daiichi Sankyo DS-1001b Study completion) and" [X Link](https://x.com/gordon_analysis/status/1938691880402690473) 2025-06-27T20:12Z [---] followers, [---] engagements "Dec. [----] (NCT95303519 Nuvation Bio Primary completion) . I see several tailwinds: [--]. I think Taletrectinib (just approved) has a $400M+ potential in comparison to Safusedinib. [--]. I expect Taletrectinib to be approved and sold in Europe and Japan (already a collaboration deal)" [X Link](https://x.com/gordon_analysis/status/1938691881631695181) 2025-06-27T20:12Z [---] followers, [---] engagements "$SNOY - sold Sept.19 $17 calls. $NUVB - added to position" [X Link](https://x.com/gordon_analysis/status/1949837689898909751) 2025-07-28T14:21Z [---] followers, [---] engagements "$Cldx - took a small position. Market cap = $1.5B The lead product Barzolvolimab may be an effective treatment for chronic spontaneous urticaria. P3 trial study complete Oct. [----]. Peak sales estimate =$1.5B. Cash =$630M estimate. Burn rate = ($55M)/q estimate" [X Link](https://x.com/gordon_analysis/status/1961089100896760305) 2025-08-28T15:30Z [---] followers, [---] engagements "$VRDN Took a small position I expect Veligrotug to be commercialized by 3Q [----]. The BLA (for the IV version) may be filed late [----] to early [----]. Clinical trial results appear favorable. Veligrotug may be a formidable competitor to Tepezza" [X Link](https://x.com/gordon_analysis/status/1971586750956105781) 2025-09-26T14:44Z [---] followers, [---] engagements "$vrdn The market cap to peak sales ratio is decent Viridian has a subcutaneous version (VRDN-003) is in P3. Primary completion April [----]. The company has plenty of cash" [X Link](https://x.com/gordon_analysis/status/1971586752482877603) 2025-09-26T14:44Z [---] followers, [---] engagements "$onc - +15 in the morning closed out position. $mu - closed out. $vrt - closed out. Took the profits $snow - added to position and sold calls $242.50 (10/3) and $245 (10/10) $mist- added to position. FDA meeting on 12/13 $annx - I expect a European collaboration by 1Q 2026" [X Link](https://x.com/gordon_analysis/status/1973848825346617376) 2025-10-02T20:33Z [---] followers, [---] engagements "$mist Increased the position this morning. The company will present information on Etripamil at the American Heart Association Scientific Sessions on Nov.7-10. FDA PDUFA meeting on Dec.13. I think that they will finally get approval for Etripamil" [X Link](https://x.com/gordon_analysis/status/1976327341413736612) 2025-10-09T16:42Z [---] followers, [---] engagements "$dnli The [--] day SMA broke north through the [--] day and the [---] day within the last week. Positive sign. FDA meeting on 1/5/2026 for DNL310 to treat Hunter Syndrome. Plenty of cash" [X Link](https://x.com/gordon_analysis/status/1976371478187909127) 2025-10-09T19:37Z [---] followers, [---] engagements "$DNLI - [--] day broke north of the [--] and the [---] day a few days ago. Positive. FDA meet on 1/5. They will get approved. I took a small position at $16.10 and sold Nov. $17.50 calls" [X Link](https://x.com/gordon_analysis/status/1976583810415472761) 2025-10-10T09:41Z [---] followers, [---] engagements "@annexonbio What is the status of tge BLA filing for ANX005 with the FDA What is the status of European collaborations for ANX005 and ANX007 Given ANX007's favorable position in Europe has ANNX discussed European collaborations with Apellis and Astellas" [X Link](https://x.com/gordon_analysis/status/1983577121034273038) 2025-10-29T16:50Z [---] followers, [---] engagements "@annexonbio Transaction Date Name Title Buy/Sell Number of Shares Average Share Price 9/30/2025 William H Carson Director Buy [----] $3.05 7/30/2025 William H Carson Director Buy [----] $2.43 7/14/2025 Jennifer Lew CFO Sell [----] $2.58 7/14/2025 Jennifer Lew CFO Sell [----] $2.58" [X Link](https://x.com/gordon_analysis/status/1983955917801713680) 2025-10-30T17:55Z [---] followers, [--] engagements "@annexonbio 7/14/2025 Michael Overdorf EVP Sell [---] $2.61 7/14/2025 Michael Overdorf EVP Sell [---] $2.61 7/14/2025 Ted Yednock EVP Sell [----] $2.58 7/14/2025 Ted Yednock EVP Sell [----] $2.58 For a company with two late-stage drugs ANX005 and ANX007 the paucity of insider buys is disturbing" [X Link](https://x.com/gordon_analysis/status/1983956137121624110) 2025-10-30T17:56Z [---] followers, [--] engagements "$annx Transaction Date Name Title Buy/Sell Number of Shares Average Price 9/30/2025 William H Carson Director Buy [----] $3.05 7/30/2025 William H Carson Director Buy [----] $2.43 7/14/2025 Jennifer Lew CFO Sell [----] $2.58 7/14/2025 Jennifer Lew CFO Sell [----] $2.58" [X Link](https://x.com/gordon_analysis/status/1983961962607521873) 2025-10-30T18:19Z [---] followers, [--] engagements "7/14/2025 Michael Overdorf EVP Sell [---] $2.61 7/14/2025 Michael Overdorf EVP Sell [---] $2.61 7/14/2025 Ted Yednock EVP Sell [----] $2.58 7/14/2025 Ted Yednock EVP Sell [----] $2.58" [X Link](https://x.com/gordon_analysis/status/1983961964981449205) 2025-10-30T18:19Z [---] followers, [--] engagements "$ONC (BeONe Medicines) reports earnings 11/6. $315 ONC Q3 [----] earnings call November [--] [----] at [--] AM EST I think that they will publish decent numbers. ONC' s lead product is Brukinsa (to treat CLL)" [X Link](https://x.com/gordon_analysis/status/1986169785319874826) 2025-11-05T20:32Z [---] followers, [---] engagements "@AngelinaDrim Your math is incorrect. As of 7/31 $227M in cash. The burn rate is $15M/month. November cash position = $227 - $45 = $182M/$15M = [--] months. Cash burn will increase with BLA filing and commercial preparation" [X Link](https://x.com/gordon_analysis/status/1986874538987028815) 2025-11-07T19:12Z [---] followers, [--] engagements "$annx $ANNX In the earnings call management said that they would seek collaborations of nondilutive financing. The $75M warrant deal is not consistent with their statements. Management's integrity should be called into question. Perhaps grounds for a law suit" [X Link](https://x.com/gordon_analysis/status/1988762194096292025) 2025-11-13T00:13Z [---] followers, [---] engagements "$annx If a pharmaceutical company was interested in ANX005 then why have a public offering of $75 million of shares of common stock or pre-funded warrants to purchase shares of its common stock It leads me to believe that pharmaceutical companies may not be interested in ANX005" [X Link](https://x.com/gordon_analysis/status/1988789363329888760) 2025-11-13T02:01Z [---] followers, [---] engagements "To hire a sales force and spend money on marketing may not be financially prudent for a company that has a tenuous cash position. Cash is about [--] months" [X Link](https://x.com/gordon_analysis/status/1988789365053747340) 2025-11-13T02:01Z [---] followers, [--] engagements "$annx YTD ANNX -45% SP [---] +16% NASDAQ [---] +21%" [X Link](https://x.com/gordon_analysis/status/1988943171590770791) 2025-11-13T12:12Z [---] followers, [---] engagements "$annx Annexon Biosciences (ANNX) PT Raised to $27 at Wells Fargo November [--] [----] 6:28 AM Wells Fargo analyst Derek Archila " [X Link](https://x.com/gordon_analysis/status/1991137387070525829) 2025-11-19T13:32Z [---] followers, [---] engagements "Nividia (NVDA) I listened to the Third Quarter earnings call this evening. Powerful message. Q3 Sales: $57B + 62% year over year Datacenter business was $51B of the total + 66% year over year Gross margin: 73.4% Guidance Q4 Sales: $65B Gross margin: 74.8%" [X Link](https://x.com/gordon_analysis/status/1991291538035388723) 2025-11-19T23:44Z [---] followers, [---] engagements "This evening I thought that robots might be able to save the Social Security System. My thoughts: Human beings pay income taxes and Social Security taxes. Human beings collect Social Security. Social security is funded by the taxes paid on current workers' wages" [X Link](https://x.com/gordon_analysis/status/1991512757565636922) 2025-11-20T14:23Z [---] followers, [--] engagements "Social Security (graying of the USA) benefits paid has been increasing compared to current workers' (low birth rate) paying into the Social Security system. Robots do not pay income taxes. Robots do not pay Social Security taxes. Robots do not collect Social Security" [X Link](https://x.com/gordon_analysis/status/1991512760606450147) 2025-11-20T14:23Z [---] followers, [--] engagements "Therefore if the government instituted an annual "robot tax" on companies that "employ" robots then the "robot tax" could be deposited into the Social Security Retirement System. The government would have to figure out how many robots each company employs and then charge a tax" [X Link](https://x.com/gordon_analysis/status/1991512763370492379) 2025-11-20T14:23Z [---] followers, [--] engagements "on each robot. The government would receive payment from individuals (robots) who would not collect from the Social Security System. The Social Security System would receive funds from people (robots) that would not draw from it" [X Link](https://x.com/gordon_analysis/status/1991512766126186628) 2025-11-20T14:23Z [---] followers, [--] engagements "@jfais20 Is the FDA culpable for the delay of the BLA OR did management fail to understand the importance of conducting trials on Westerners - now being done on the FORWARD study" [X Link](https://x.com/gordon_analysis/status/2008317531602264325) 2026-01-05T23:19Z [---] followers, [--] engagements "@USCorpFilings IN [----] THE COMPANY DID NOT MENTION THAT A FORWARD-TYPE STUDY WOULD BE REQUIRED FOR THE BLA. MANAGEMENT LED INVESTORS TO BELIEVE THAT THE P3 TRIAL RESULTS AND RWE DATA WOULD BE SUFFICIENT" [X Link](https://x.com/gordon_analysis/status/2010698516293734630) 2026-01-12T13:00Z [---] followers, [--] engagements "3. BLA for ANX005 to the FDA approved in early [----]. Sales begin in [----]. Hopefully USA collaboration for ANX005. Roughly the same dollars as European collaboration. [--]. BLA submitted for ANX007 The thesis is to raise capital from ANX005 to use for ANX007" [X Link](https://x.com/gordon_analysis/status/2010752258204414461) 2026-01-12T16:34Z [---] followers, [--] engagements "Iteos Therapeutics (Nasdaq - ITOS $13.17) took a position. Market cap = $472M Cash = $632M Burn = $40M GSK collaboration = $1.45B in milestones Belrestotug - in P2 trials. anti-TIGIT monoclonal antibody first-line for NSCLC and HNSCC" [X Link](https://x.com/gordon_analysis/status/1773083393820930171) 2024-03-27T20:23Z [---] followers, [--] engagements "Inozyme Pharma (Nasdaq - INZY $7.39) took a position. Market cap = $456M Cash = $189M Burn = $70M INZ-701- in P1/2 trials in adults with ABCC6 Deficiency and ENPP1 Deficiency. April 8th - presentation" [X Link](https://x.com/gordon_analysis/status/1773083599018803694) 2024-03-27T20:24Z [---] followers, [--] engagements "Sagimet Biosciences (Nasdaq - SGMT) $4.62 Market Cap = $139.79M Cash = $193.7M Burn estimate = ($30M)/year Took a position. Denifanstat Phase 2b FASCINATE-2 clinical data to be presented at the EASL International Liver Congress [----] from June 5-8 2024" [X Link](https://x.com/gordon_analysis/status/1790854323661832499) 2024-05-15T21:18Z [---] followers, [--] engagements "Collaborations with Innovent (China) and Nippon Kayaku (Japan) The drug appears to be superior to first generation products entrectinib and crizotinib. Talectrinib's safety profile appears to be better than repotrectinib" [X Link](https://x.com/gordon_analysis/status/1840829527993573557) 2024-09-30T19:02Z [---] followers, [--] engagements "$lu Oct. [--] [----] $4 calls Volume: 5774" [X Link](https://x.com/gordon_analysis/status/1970278464742986226) 2025-09-23T00:06Z [---] followers, [---] engagements "$IMCR [--] day SMA broke north of the [--] and the [---] day. Positive" [X Link](https://x.com/gordon_analysis/status/1991307744314569155) 2025-11-20T00:48Z [---] followers, [---] engagements "Ambrx Biopharma (Nasdaq - AMAM) $14.96 Market capitalization of $908M. Cash runway for more than [--] years. ARX517 - is a PSMA targeted ADC that showed promise in Phase I trials. ARX517 has the potential to be a first- in-class anti-PSMA ADC to address the medical need in mCRPC" [X Link](https://x.com/gordon_analysis/status/1737230553634537614) 2023-12-19T21:56Z [---] followers, [---] engagements "RGNX - added to position. RGX-121 presentation this week. PDSB - added to position. Double bounce. ACMR - added to position. China government support. INMD - added to position. Double bounce. IMAB - added to position. Several catalysts in the first of half of 2024" [X Link](https://x.com/gordon_analysis/status/1754939452860899607) 2024-02-06T18:45Z [---] followers, [--] engagements "CG Oncology (Nasdaq: CGON) Market Capitalization - $2.09B Share price - $31.32 Recommendation: Buy. Time horizon: Hold the stock for several years" [X Link](https://x.com/gordon_analysis/status/1808236636867613042) 2024-07-02T20:29Z [---] followers, [---] engagements "CG Oncology is a clinical biopharmaceutical company focused on developing and commercializing therapeutics for patients afflicted with bladder cancer" [X Link](https://x.com/gordon_analysis/status/1808236638172242298) 2024-07-02T20:29Z [---] followers, [--] engagements "$ONC The U.S. Food and Drug Administration (FDA) has accepted and granted Priority Review to BeOne Medicines New Drug Application for sonrotoclax a next-generation BCL2 inhibitor targeting relapsed or refractory mantle cell lymphoma (MCL) in adult patients previously treated" [X Link](https://x.com/gordon_analysis/status/1993659744192729095) 2025-11-26T12:34Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@gordon_analysis Andrew Gordon
Andrew Gordon posts on X about $annx, $nuvb, $onc, market cap the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] +435%
- [--] Month [---] -100%
- [--] Months [----------] +339,930%
- [--] Year [----------] +16,651%
Mentions: [--] #
- [--] Week [--] +29%
- [--] Month [--] -88%
- [--] Months [---] +149%
- [--] Year [---] +151%
Followers: [---] #
- [--] Week [---] +1.20%
- [--] Month [---] +1.80%
- [--] Months [---] +9.80%
- [--] Year [---] +127%
CreatorRank: undefined #
Social Influence
Social category influence stocks 25% finance 17% cryptocurrencies 13% countries 10% exchanges 8% travel destinations 1%
Social topic influence $annx 21%, $nuvb 16%, $onc 11%, market cap 11%, nasdaq 8%, $mist 7%, $sndx 5%, china 5%, $vstm 5%, $tsmy 5%
Top accounts mentioned or mentioned by @annexonbio @angelinadrim @jfais20 @uscorpfilings
Top assets mentioned Annexon, Inc. (ANNX) Nuvation Bio Inc. (NUVB) One Cash (ONC) Mist (MIST) CG Oncology, Inc. (CGON) Viridian Therapeutics, Inc. Common Stock (VRDN) UiPath, Inc. (PATH) Vertiv Holdings Co (VRT) Sagimet Biosciences Inc. (SGMT) Denali Therapeutics Inc. Common Stock (DNLI) Robot Consulting Co., Ltd. (LAWR) Kymera Therapeutics, Inc. (KYMR) Upstream Bio, Inc. (UPB) Eli Lilly and Company (LLY) Scholar Rock Holding Corporation Common Stock (SRRK) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Crinetics Pharmaceuticals, Inc. (CRNX) Alibaba Group (BABA) Vor Biopharma Inc. (VOR) Sanofi (SNY)
Top Social Posts
Top posts by engagements in the last [--] hours
"$onc I think that pirtobrutinib as a second line treatment will not do much if any harm to ONC. As a second line treatment patients on Brukinsa would have to develop resistance then go to pirtobrutinib. If they develop resistance then they would be off Brukinsa anyway"
X Link 2025-12-05T22:12Z [---] followers, [---] engagements
"2026 PICKS: $ONC $CGON $VRDN $KYMR $NUVB $ANNX $PATH $MIST $SNDX"
X Link 2025-12-31T16:36Z [---] followers, [---] engagements
"$onc Sonrotoclax (BeOne Medicines' BCL2 inhibitor) received its first-in-world approval in China in early January [----] for adult patients with relapsed/refractory Mantle Cell Lymphoma (MCL) and Chronic Lymphocytic Leukemia (CLL)/Small Lymphocytic Lymphoma (SLL)"
X Link 2026-01-07T00:24Z [---] followers, [---] engagements
"$PATH - is a $20+ stock. Excellent earnings report. Strong guidance. Collaborations with major tech companies. Disruptive product. Reasonable market capitalization to sales ratio. Add $PATH to $ONC and $NUVB for 2026"
X Link 2025-12-04T11:12Z [---] followers, [---] engagements
"$onc Is this morning's drop in price due to the 12/3 FDA approval of pirtobrutinib for adults with r/r cll or sll who have previously been treated with a covalent BTK inhibitor"
X Link 2025-12-05T16:21Z [---] followers, [---] engagements
"$annx The FORWARD study is designed to support a broad label across pediatric and adult patients and further expand the use of tanruprubart across geographies. A Biologics License Application (BLA) submission to the FDA with data from the FORWARD study is planned in 2026"
X Link 2026-01-08T23:54Z [---] followers, [---] engagements
"$annx In [----] why didn't management disclose that a FORWARD type study would be needed for the BLA Why would they think that clinical trials on patients in the Phillipines and Bangladesh be sufficient on a treatment for Americans and Europeans"
X Link 2026-01-08T23:54Z [---] followers, [---] engagements
"$ANNX [----] could be an incredible year for ANNX. [--]. European approval of ANX005 [--]. Hopefully European collaboration that might bring in $20M upfront+ $80-$100M in regulatory and commercial milestones+ 12-15% royalties"
X Link 2026-01-12T16:34Z [---] followers, [---] engagements
"$upb -25% in pre market"
X Link 2026-02-11T12:36Z [---] followers, [---] engagements
"$NUVB Experienced management team. Collaborations with Japanese and Chinese pharmaceutical firms. I believe that the company will license Taletrectinib to a European pharmaceutical company. Hedge fund activity has been encouraging"
X Link 2025-06-02T17:25Z [---] followers, [---] engagements
"$annx If you believe in charts ANNX triple bottom over the last month. Positive sign"
X Link 2025-06-03T14:43Z [---] followers, [---] engagements
"$MIST [--] day MA broke north through the [---] day MA. Positive"
X Link 2025-06-17T16:47Z [---] followers, [--] engagements
"$ONC A BTK degrader is a game changer. On the other hand Pirto willbe competitive to Brukinsa"
X Link 2025-06-20T11:21Z [---] followers, [---] engagements
"who experience progressive disease. Further Eli Lilly (trading symbol LLY) has a drug pirtobrutinib that has a unique method of action. Unlike earlier generations of BTK inhibitors that bind permanently to BTK pirtobrutinib binds reversibly. This reversible binding allows it to"
X Link 2025-06-20T12:37Z [---] followers, [--] engagements
"Many trades. Sold ONC +11.2 pts. LENZ +0.50 pts. Bought NVDY AMZY TSMY BABO (High Yield Etfs) and NUVB. NUVB up on 7.65M shares (avg is 4.75M)"
X Link 2025-06-23T20:22Z [---] followers, [--] engagements
"$VRT- closed out position. Took the profit and bought more $ANNX (20 day MA broke north of the [---] day MA) and $BABO and $NUVB. I will sit on some cash. I think a lot of good news is in current prices"
X Link 2025-06-24T17:24Z [---] followers, [---] engagements
"$SRRK - Closed out the position. Took the profits and added to $MIST (20 day MA broke the [---] day and the [---] day MA) and parked money into $MSFO"
X Link 2025-06-25T17:22Z [---] followers, [---] engagements
"in [----]. [--]. I think NUVB will secure a collaboration agreement for the European market. [--]. Taletrectinib was approved in China at the beginning of [----]. Thus NUVB will see revenues from that market. NUVB has a strong financial position. I estimate $460M in cash +"
X Link 2025-06-27T20:12Z [---] followers, [---] engagements
"$150M upfront from Sagard + $100M available. I estimate a $160-$180M annual cash burn. For a company with a $665M market cap I think that NUVB has great potential for capital appreciation"
X Link 2025-06-27T20:12Z [---] followers, [---] engagements
"$nuvb - added to position this week $annx - added to position this week"
X Link 2025-07-03T15:42Z [---] followers, [---] engagements
"$nuvb - took profits $nams - took profits Parked money in $ulty (Friday distribution to produce funds). Took a small position in $vstm. Started research on $kura and $sndx both companies have FDA PDUFA meetings this year for drugs to treat mNPM1 and KMT2ar for AML"
X Link 2025-07-23T15:27Z [---] followers, [----] engagements
"I sold Sept.19 expiration $18 calls on $MSFO and bought $NUVB. $MSFO goes ex div on 8/21 and 9/18"
X Link 2025-07-24T15:57Z [---] followers, [---] engagements
"Verastem (Nasdaq: $VSTM $6.14) - added to position. Market Cap: $337M Cash: $192M Estimated annual burn rate: $150M Oxford Loan agreement provides $35M (Term D) when sales of Avmapki Fakzynja reach at least $50M and an additional $50M (Term E) at the discretion of the lenders"
X Link 2025-07-26T13:46Z [---] followers, [---] engagements
"FDA approved Avmapki Fakzynja on May 8th [----] for KRAS-mutated recurrent LGSOC (Low Grade Serous Ovarian Cancer). This was the first drug to be approved for that condition. I estimate peak sales of $500M+"
X Link 2025-07-26T13:46Z [---] followers, [--] engagements
"On July [--] the company announced that the FDA granted VS-7375 Fast Track Designation. VS-7375 is a KRAS G12D inhibitor. The drug is in P1/2a trials. There are several inhibitors and degraders in early trials. Within [--] years KRAS G12D will be a multibillion-dollar market"
X Link 2025-07-26T13:46Z [---] followers, [--] engagements
"$VSTM - Point72 owns 6.1%"
X Link 2025-07-28T21:06Z [---] followers, [---] engagements
"$NUVB - added a bit to the position $VSTM - bought back in small amount"
X Link 2025-07-31T16:27Z [---] followers, [---] engagements
"I believe that the FDA will approve drugs for the following companies. PDUFA dates listed with stock ticker symbols. Sept. [--] - $CRNX Oct. [--] - $SNDX Nov. [--] - $RGNX Nov. [--] - $KURA"
X Link 2025-08-02T03:43Z [---] followers, [----] engagements
"$ANNX Annexon Selected by EMA to Participate in Product Development Coordinator Pilot for Vonaprument (ANX007) for Dry Age-Related Macular Degeneration with Geographic Atrophy. ANNX should take advantage of their position in Europe with a collaboration"
X Link 2025-08-08T13:25Z [---] followers, [---] engagements
"$NUVB : [--] DAY SMA BROKE NORTH ON THE [---]. POSITIVE. $SNDX : [--] DAY SMA BROKE NORTH ON THE [--] DAY. POSITIVE. $BABA : [--] DAY SMA BROKE NORTH ON THE [--] DAY. POSITIVE"
X Link 2025-08-13T11:45Z [---] followers, [---] engagements
"$NUVB - added to position. Sept. Presentation in Spain. Oct. presentation in Germany. I look forward to a European collaboration next year. $SNDX - new position. $ABEO - new position"
X Link 2025-08-14T15:09Z [---] followers, [----] engagements
"$ANNX A "generalizability package" is the evidence and analyses that the company submits to the FDA to show that the results of the clinical study are applicable to the target population.""
X Link 2025-08-14T21:28Z [---] followers, [---] engagements
"The company has had several months to prepare the RWE data combined with the P3 trial (NCT04701164). I have to believe that because ANX005 is a Fast Track treatment that over the last two years that Annexon has discussed with the FDA the requirements for the BLA"
X Link 2025-08-14T21:28Z [---] followers, [--] engagements
"$ANNX "Ongoing discussions with FDA regarding generalizability package to support a BLA" - Aug. [--]. Second quarter [----] Financial Results The "generalizability package" is the evidence and analyses that the company submits to the FDA to show that the results of the"
X Link 2025-08-15T00:32Z [---] followers, [---] engagements
"clinical study are applicable to the target population." The company has had months to prepare the RWE (Real World Evidence) data combined with the P3 trial (NCT04701164). I have to believe that because ANX005 (tanruprubart) is a Fast Track treatment that over the last"
X Link 2025-08-15T00:32Z [---] followers, [--] engagements
"$ANNX Market cap = $235M Wells Fargo healthcare conference After the FDA meeting in late June on ANX005 (tanruprubart) the FDA meeting minutes had an addendum. What was mentioned may come to light at an expected FDA "C" meeting in the 3Q"
X Link 2025-09-04T17:45Z [---] followers, [---] engagements
"$ANNX This is my view on ANNX's path. Before the end of [----] a European collaboration to give the company financial stability. The upfront payment on the ANX005 (tanruprubart) license deal may extend the company's financial pathway to [----]. The improved financial outlook may"
X Link 2025-09-04T18:22Z [---] followers, [---] engagements
"$path A few days ago the [--] day SMA broke north of the [---] day SMA. Positive. In addition there is volume on the call options for the next few weeks. I sold $17 10/24 calls"
X Link 2025-10-08T14:57Z [---] followers, [---] engagements
"Sagimet Biosciences (Nasdaq: SGMT $6.25) Buy recommendation. Market cap = $199M Cash = $210M+ (Just raised $112M through a secondary offering) Estimated cash burn = ($25)/year Most AEs (adverse events) were Grade [--] or [--] (mild to moderate). There were no Grade [--] AEs"
X Link 2024-03-05T02:16Z [---] followers, [--] engagements
"$TSMY In the holdings they sold March [--] $200 Puts. They are getting crushed on that trade"
X Link 2025-03-03T19:15Z [---] followers, [---] engagements
"Beigene (trading symbol ONC) has a drug in development that is a BTK degrader. This drug would be a game changer. The drug would degrade (remove/crush) wildtype and multiple mutant forms of BTK including those that commonly confer resistance to BTK inhibitors in patients"
X Link 2025-06-20T12:37Z [---] followers, [--] engagements
"$NUVB - Sold. Nice profit. $MIST - Sold. Decent profit $TSMY - added to get the Friday distribution $RGNX - new position"
X Link 2025-07-09T15:08Z [---] followers, [---] engagements
"$NUVB - started a new position at $2.29. I think the stock breaks $5 within a year. $TSMY - added to position $NVDY - added to position"
X Link 2025-07-11T14:20Z [---] followers, [----] engagements
"$rgnx - small position. I think that the FDA will approve RGX-121 in November"
X Link 2025-07-31T19:55Z [---] followers, [---] engagements
"$vor - added to position $vstm - added to position $tsmy - added to position"
X Link 2025-08-15T17:58Z [---] followers, [---] engagements
"$onc - closed out position Took the profits and added to $babo $tsmy $msfo"
X Link 2025-09-02T13:52Z [---] followers, [---] engagements
"Nuvation Bio (NUVB) Cantor healthcare conference Positive discussion. The CEO of Nuvation believes that Safusidenib will be a blockbuster drug. The logic is based on Royalty Pharma's valuation of Vorasidenib a competitor drug"
X Link 2025-09-04T22:33Z [---] followers, [---] engagements
"$annx Last year Sanofi sold their CAD drug Enjaymo (IV treatment) to Recordati for $800M+. ANX1502 is a similar drug (oral) that completed P1"
X Link 2025-09-23T03:19Z [---] followers, [---] engagements
"Nuvation Bio (NUVB) $2.30 Market Cap = $776M Taletrectinib - a ROS1 TKI drug. Taletrectinib was granted Breakthrough Therapy Designation for first and second line treatment of ROS1 positive NSCLC. NDA planned submission in Q4 2024"
X Link 2024-09-30T19:02Z [---] followers, [---] engagements
"$ANNX Insider sales 2-18 Jennifer Lew (CFO) 2-18 Michael Overdorf (EVP) 2-18 Richard Artis (CSO) 2-18 Ted Yednock (EVP) 2-18 Jamie Dananberg (CMO) 2-13 Jennifer Lew 2-13 Michael Overdorf 2-13 Douglas Love (CEO) 2-13 Ted Yednock Why would the insiders sell"
X Link 2025-04-09T15:13Z [---] followers, [---] engagements
"Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) $54.05 Market cap $4.5B [----] Estimated revenues $515M (Crysvita Dojolvi) Cash and cash equivalents $777M Estimated cash burn for [----] ($400M)"
X Link 2024-03-01T19:37Z [---] followers, [--] engagements
"Johnson & Johnsons TAR-200 (in P2) comparable figures are not available. CGON Financials Cash and cash equivalents $566M as of March [--] [----] Net cash used in operations ($26012) three months ended March [--] 2024"
X Link 2024-07-02T20:29Z [---] followers, [--] engagements
"Collaborations Lepu Biotech mainland China including Hong Kong and Macau Regulatory milestones up to $2.5M Commercial milestones up to $57.5M. High single digit percentage royalty. Kissei Pharmaceutical southeast Asia"
X Link 2024-07-02T20:29Z [---] followers, [--] engagements
"$IMAB 12/9 - TJ Biopharma and Jumpcan Pharmaceutical announced that a BLA for eftansomatropin alfa has been accepted for review by the NMPA"
X Link 2024-12-19T16:43Z [---] followers, [---] engagements
"$MIST MIST is intriguing. Many PSVT patients are stable. On the other hand anyone who has several attacks will most likely have their doctor get them to an ER and to perform an ablation. An FDA approval in March might trigger a significant financial event"
X Link 2025-02-12T18:27Z [---] followers, [---] engagements
"$annx Heavy short selling"
X Link 2025-02-18T23:23Z [---] followers, [---] engagements
"ORC is the trading symbol for Beigene a $25B Chinese pharmaceutical company. They have a blockbuster drug Brukinsa (a BTK inhibitor) to treat CLL (my condition). Today I learned that they are working on a BTK degrader (BGB-16673) to treat people whose BTK inhibitor l"
X Link 2025-02-26T15:29Z [---] followers, [--] engagements
"oses efficacy due to resistance (example c481). The P1 tests were incredible. The FDA gave them Fast Track Designation. I estimate 5+ years until commercialization. I am excited that the company with a successful BTK inhibitor is working on a BTK degrader"
X Link 2025-02-26T15:29Z [---] followers, [--] engagements
"$ONC Chronic lymphocytic leukemia (CLL) treatment has experienced tremendous advances over the last decade. The introduction of BTK (Bruton Tyrosine Kinase) inhibitors (Imbruvica Calquence Brukinsa) have improved the quality of life of patients (I am in that group)"
X Link 2025-06-20T12:37Z [---] followers, [---] engagements
"$NUVB- the key to this company is Safusidenib in P2. Safusidenib is an IDH1 mutant inhibitor. The current drug vorasidenib (approved last year) is beatable. The market could be $1B. P2 will be done Aug. [----] (NCT [--------] Daiichi Sankyo DS-1001b Study completion) and"
X Link 2025-06-27T20:12Z [---] followers, [---] engagements
"Dec. [----] (NCT95303519 Nuvation Bio Primary completion) . I see several tailwinds: [--]. I think Taletrectinib (just approved) has a $400M+ potential in comparison to Safusedinib. [--]. I expect Taletrectinib to be approved and sold in Europe and Japan (already a collaboration deal)"
X Link 2025-06-27T20:12Z [---] followers, [---] engagements
"$SNOY - sold Sept.19 $17 calls. $NUVB - added to position"
X Link 2025-07-28T14:21Z [---] followers, [---] engagements
"$Cldx - took a small position. Market cap = $1.5B The lead product Barzolvolimab may be an effective treatment for chronic spontaneous urticaria. P3 trial study complete Oct. [----]. Peak sales estimate =$1.5B. Cash =$630M estimate. Burn rate = ($55M)/q estimate"
X Link 2025-08-28T15:30Z [---] followers, [---] engagements
"$VRDN Took a small position I expect Veligrotug to be commercialized by 3Q [----]. The BLA (for the IV version) may be filed late [----] to early [----]. Clinical trial results appear favorable. Veligrotug may be a formidable competitor to Tepezza"
X Link 2025-09-26T14:44Z [---] followers, [---] engagements
"$vrdn The market cap to peak sales ratio is decent Viridian has a subcutaneous version (VRDN-003) is in P3. Primary completion April [----]. The company has plenty of cash"
X Link 2025-09-26T14:44Z [---] followers, [---] engagements
"$onc - +15 in the morning closed out position. $mu - closed out. $vrt - closed out. Took the profits $snow - added to position and sold calls $242.50 (10/3) and $245 (10/10) $mist- added to position. FDA meeting on 12/13 $annx - I expect a European collaboration by 1Q 2026"
X Link 2025-10-02T20:33Z [---] followers, [---] engagements
"$mist Increased the position this morning. The company will present information on Etripamil at the American Heart Association Scientific Sessions on Nov.7-10. FDA PDUFA meeting on Dec.13. I think that they will finally get approval for Etripamil"
X Link 2025-10-09T16:42Z [---] followers, [---] engagements
"$dnli The [--] day SMA broke north through the [--] day and the [---] day within the last week. Positive sign. FDA meeting on 1/5/2026 for DNL310 to treat Hunter Syndrome. Plenty of cash"
X Link 2025-10-09T19:37Z [---] followers, [---] engagements
"$DNLI - [--] day broke north of the [--] and the [---] day a few days ago. Positive. FDA meet on 1/5. They will get approved. I took a small position at $16.10 and sold Nov. $17.50 calls"
X Link 2025-10-10T09:41Z [---] followers, [---] engagements
"@annexonbio What is the status of tge BLA filing for ANX005 with the FDA What is the status of European collaborations for ANX005 and ANX007 Given ANX007's favorable position in Europe has ANNX discussed European collaborations with Apellis and Astellas"
X Link 2025-10-29T16:50Z [---] followers, [---] engagements
"@annexonbio Transaction Date Name Title Buy/Sell Number of Shares Average Share Price 9/30/2025 William H Carson Director Buy [----] $3.05 7/30/2025 William H Carson Director Buy [----] $2.43 7/14/2025 Jennifer Lew CFO Sell [----] $2.58 7/14/2025 Jennifer Lew CFO Sell [----] $2.58"
X Link 2025-10-30T17:55Z [---] followers, [--] engagements
"@annexonbio 7/14/2025 Michael Overdorf EVP Sell [---] $2.61 7/14/2025 Michael Overdorf EVP Sell [---] $2.61 7/14/2025 Ted Yednock EVP Sell [----] $2.58 7/14/2025 Ted Yednock EVP Sell [----] $2.58 For a company with two late-stage drugs ANX005 and ANX007 the paucity of insider buys is disturbing"
X Link 2025-10-30T17:56Z [---] followers, [--] engagements
"$annx Transaction Date Name Title Buy/Sell Number of Shares Average Price 9/30/2025 William H Carson Director Buy [----] $3.05 7/30/2025 William H Carson Director Buy [----] $2.43 7/14/2025 Jennifer Lew CFO Sell [----] $2.58 7/14/2025 Jennifer Lew CFO Sell [----] $2.58"
X Link 2025-10-30T18:19Z [---] followers, [--] engagements
"7/14/2025 Michael Overdorf EVP Sell [---] $2.61 7/14/2025 Michael Overdorf EVP Sell [---] $2.61 7/14/2025 Ted Yednock EVP Sell [----] $2.58 7/14/2025 Ted Yednock EVP Sell [----] $2.58"
X Link 2025-10-30T18:19Z [---] followers, [--] engagements
"$ONC (BeONe Medicines) reports earnings 11/6. $315 ONC Q3 [----] earnings call November [--] [----] at [--] AM EST I think that they will publish decent numbers. ONC' s lead product is Brukinsa (to treat CLL)"
X Link 2025-11-05T20:32Z [---] followers, [---] engagements
"@AngelinaDrim Your math is incorrect. As of 7/31 $227M in cash. The burn rate is $15M/month. November cash position = $227 - $45 = $182M/$15M = [--] months. Cash burn will increase with BLA filing and commercial preparation"
X Link 2025-11-07T19:12Z [---] followers, [--] engagements
"$annx $ANNX In the earnings call management said that they would seek collaborations of nondilutive financing. The $75M warrant deal is not consistent with their statements. Management's integrity should be called into question. Perhaps grounds for a law suit"
X Link 2025-11-13T00:13Z [---] followers, [---] engagements
"$annx If a pharmaceutical company was interested in ANX005 then why have a public offering of $75 million of shares of common stock or pre-funded warrants to purchase shares of its common stock It leads me to believe that pharmaceutical companies may not be interested in ANX005"
X Link 2025-11-13T02:01Z [---] followers, [---] engagements
"To hire a sales force and spend money on marketing may not be financially prudent for a company that has a tenuous cash position. Cash is about [--] months"
X Link 2025-11-13T02:01Z [---] followers, [--] engagements
"$annx YTD ANNX -45% SP [---] +16% NASDAQ [---] +21%"
X Link 2025-11-13T12:12Z [---] followers, [---] engagements
"$annx Annexon Biosciences (ANNX) PT Raised to $27 at Wells Fargo November [--] [----] 6:28 AM Wells Fargo analyst Derek Archila "
X Link 2025-11-19T13:32Z [---] followers, [---] engagements
"Nividia (NVDA) I listened to the Third Quarter earnings call this evening. Powerful message. Q3 Sales: $57B + 62% year over year Datacenter business was $51B of the total + 66% year over year Gross margin: 73.4% Guidance Q4 Sales: $65B Gross margin: 74.8%"
X Link 2025-11-19T23:44Z [---] followers, [---] engagements
"This evening I thought that robots might be able to save the Social Security System. My thoughts: Human beings pay income taxes and Social Security taxes. Human beings collect Social Security. Social security is funded by the taxes paid on current workers' wages"
X Link 2025-11-20T14:23Z [---] followers, [--] engagements
"Social Security (graying of the USA) benefits paid has been increasing compared to current workers' (low birth rate) paying into the Social Security system. Robots do not pay income taxes. Robots do not pay Social Security taxes. Robots do not collect Social Security"
X Link 2025-11-20T14:23Z [---] followers, [--] engagements
"Therefore if the government instituted an annual "robot tax" on companies that "employ" robots then the "robot tax" could be deposited into the Social Security Retirement System. The government would have to figure out how many robots each company employs and then charge a tax"
X Link 2025-11-20T14:23Z [---] followers, [--] engagements
"on each robot. The government would receive payment from individuals (robots) who would not collect from the Social Security System. The Social Security System would receive funds from people (robots) that would not draw from it"
X Link 2025-11-20T14:23Z [---] followers, [--] engagements
"@jfais20 Is the FDA culpable for the delay of the BLA OR did management fail to understand the importance of conducting trials on Westerners - now being done on the FORWARD study"
X Link 2026-01-05T23:19Z [---] followers, [--] engagements
"@USCorpFilings IN [----] THE COMPANY DID NOT MENTION THAT A FORWARD-TYPE STUDY WOULD BE REQUIRED FOR THE BLA. MANAGEMENT LED INVESTORS TO BELIEVE THAT THE P3 TRIAL RESULTS AND RWE DATA WOULD BE SUFFICIENT"
X Link 2026-01-12T13:00Z [---] followers, [--] engagements
"3. BLA for ANX005 to the FDA approved in early [----]. Sales begin in [----]. Hopefully USA collaboration for ANX005. Roughly the same dollars as European collaboration. [--]. BLA submitted for ANX007 The thesis is to raise capital from ANX005 to use for ANX007"
X Link 2026-01-12T16:34Z [---] followers, [--] engagements
"Iteos Therapeutics (Nasdaq - ITOS $13.17) took a position. Market cap = $472M Cash = $632M Burn = $40M GSK collaboration = $1.45B in milestones Belrestotug - in P2 trials. anti-TIGIT monoclonal antibody first-line for NSCLC and HNSCC"
X Link 2024-03-27T20:23Z [---] followers, [--] engagements
"Inozyme Pharma (Nasdaq - INZY $7.39) took a position. Market cap = $456M Cash = $189M Burn = $70M INZ-701- in P1/2 trials in adults with ABCC6 Deficiency and ENPP1 Deficiency. April 8th - presentation"
X Link 2024-03-27T20:24Z [---] followers, [--] engagements
"Sagimet Biosciences (Nasdaq - SGMT) $4.62 Market Cap = $139.79M Cash = $193.7M Burn estimate = ($30M)/year Took a position. Denifanstat Phase 2b FASCINATE-2 clinical data to be presented at the EASL International Liver Congress [----] from June 5-8 2024"
X Link 2024-05-15T21:18Z [---] followers, [--] engagements
"Collaborations with Innovent (China) and Nippon Kayaku (Japan) The drug appears to be superior to first generation products entrectinib and crizotinib. Talectrinib's safety profile appears to be better than repotrectinib"
X Link 2024-09-30T19:02Z [---] followers, [--] engagements
"$lu Oct. [--] [----] $4 calls Volume: 5774"
X Link 2025-09-23T00:06Z [---] followers, [---] engagements
"$IMCR [--] day SMA broke north of the [--] and the [---] day. Positive"
X Link 2025-11-20T00:48Z [---] followers, [---] engagements
"Ambrx Biopharma (Nasdaq - AMAM) $14.96 Market capitalization of $908M. Cash runway for more than [--] years. ARX517 - is a PSMA targeted ADC that showed promise in Phase I trials. ARX517 has the potential to be a first- in-class anti-PSMA ADC to address the medical need in mCRPC"
X Link 2023-12-19T21:56Z [---] followers, [---] engagements
"RGNX - added to position. RGX-121 presentation this week. PDSB - added to position. Double bounce. ACMR - added to position. China government support. INMD - added to position. Double bounce. IMAB - added to position. Several catalysts in the first of half of 2024"
X Link 2024-02-06T18:45Z [---] followers, [--] engagements
"CG Oncology (Nasdaq: CGON) Market Capitalization - $2.09B Share price - $31.32 Recommendation: Buy. Time horizon: Hold the stock for several years"
X Link 2024-07-02T20:29Z [---] followers, [---] engagements
"CG Oncology is a clinical biopharmaceutical company focused on developing and commercializing therapeutics for patients afflicted with bladder cancer"
X Link 2024-07-02T20:29Z [---] followers, [--] engagements
"$ONC The U.S. Food and Drug Administration (FDA) has accepted and granted Priority Review to BeOne Medicines New Drug Application for sonrotoclax a next-generation BCL2 inhibitor targeting relapsed or refractory mantle cell lymphoma (MCL) in adult patients previously treated"
X Link 2025-11-26T12:34Z [---] followers, [---] engagements
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