#  @gvanhp Gerard van Hamel Platerink Gerard van Hamel Platerink posts on X about $arqt, $tars, $tvtx, $crmd the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1265441504/interactions)  - [--] Week [--] -23% - [--] Month [-----] -63% - [--] Months [------] +106% - [--] Year [------] +65% ### Mentions: [--] [#](/creator/twitter::1265441504/posts_active)  - [--] Week [--] no change - [--] Month [--] -31% - [--] Months [--] +325% - [--] Year [--] +367% ### Followers: [---] [#](/creator/twitter::1265441504/followers)  - [--] Week [---] no change - [--] Month [---] +0.32% - [--] Months [---] +40% - [--] Year [---] +114% ### CreatorRank: undefined [#](/creator/twitter::1265441504/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 38% [finance](/list/finance) 22% [exchanges](/list/exchanges) 4% [technology brands](/list/technology-brands) 2% [currencies](/list/currencies) 2% **Social topic influence** [$arqt](/topic/$arqt) 32%, [$tars](/topic/$tars) 32%, [$tvtx](/topic/$tvtx) 32%, [$crmd](/topic/$crmd) 30%, [$knsa](/topic/$knsa) 26%, [$dcth](/topic/$dcth) 22%, [$hims](/topic/$hims) 20%, [$mdgl](/topic/$mdgl) 18%, [$xers](/topic/$xers) 16%, [$hrow](/topic/$hrow) #31 **Top accounts mentioned or mentioned by** [@nightowlbiotech](/creator/undefined) [@monacobiotech](/creator/undefined) [@astraystargazer](/creator/undefined) [@andreagtc](/creator/undefined) [@exclamotite69](/creator/undefined) [@nataninvesting](/creator/undefined) [@unicornbiotech](/creator/undefined) [@koyfincharts](/creator/undefined) [@codex1989](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@yoursourcestu](/creator/undefined) [@ryshabtalks](/creator/undefined) [@gulfgator33](/creator/undefined) [@sanctuarybio](/creator/undefined) [@revshark](/creator/undefined) [@nfergus](/creator/undefined) [@yardeni](/creator/undefined) [@asymmetri3](/creator/undefined) [@la2k4ers](/creator/undefined) [@mufson](/creator/undefined) **Top assets mentioned** [Arcutis Biotherapeutics, Inc. (ARQT)](/topic/$arqt) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA)](/topic/$knsa) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) ### Top Social Posts Top posts by engagements in the last [--] hours "Restarted a position in $HROW. Fundamentals are solid with positive EBITDA and Free Cashflow. Net debt not trivial at $175M but manageable given FCF+. Revenue growth rate 30% consensus forecast for the next 3-4 years. Trades at 4.2x [----] rev and 17x [----] EBITDA. Technicals look good with double cup and handle. Goal is a 2x in [--] months. Vamos" [X Link](https://x.com/anyuser/status/1996332837784752279) 2025-12-03T21:36Z [---] followers, [----] engagements "I invest in commercial healthcare stocks with market caps of $1-10BN 20% rev growth CF+ (or close w cash to get there) 80% GM% and consistent beat & raise track records. I screen [----] stocks weekly to find the 8-10 that fit the criteria" [X Link](https://x.com/anyuser/status/2009416759322005768) 2026-01-09T00:07Z [---] followers, [---] engagements "Sold $DCTH this morning. Effective therapy unmet need etc. but too much friction to adopt and scale = downward guidance revisions. Cheap stock at 2.2x '26 revs w. 30% growth so will keep on watchlist. Now own $ARQT $KNSA $MDGL $TARS $TVTX $XERS" [X Link](https://x.com/gvanhp/status/1985760429550027093) 2025-11-04T17:25Z [---] followers, [----] engagements "The fund now comprises $ARQT $HROW $KNSA $MDGL $SNDX $TARS $TVTX $URGN $XERS" [X Link](https://x.com/gvanhp/status/1996332839235949024) 2025-12-03T21:36Z [---] followers, [---] engagements "Current holdings are $ARQT $HROW $KNSA $MDGL $SNDX $TARS $TVTX $URGN and $XERS. My target hold period is 18-24 months with a 2x MOIC goal" [X Link](https://x.com/anyuser/status/2009416761045831948) 2026-01-09T00:07Z [---] followers, [---] engagements "@KoyfinCharts I love Koyfin and subscribe but what does advance retail sales: retail trade mean and what are the units on the y axis" [X Link](https://x.com/gvanhp/status/1798602305685815769) 2024-06-06T06:26Z [---] followers, [--] engagements "$HIMS what are we missing. 90% of $HIMS posts are bullish yet stock continues to sell off. We all know growth is 30-40% GM of 80% cashflowing net cash cheap on [----] EV/rev and EV/cashflow. GLP-1 is probably a storm in a teacup. What are we missing. I am way long w $7 basis" [X Link](https://x.com/gvanhp/status/1828381255089439138) 2024-08-27T10:37Z [---] followers, 11.7K engagements "@CodeX1989 Nah. One could manipulate a $100m market cap stock. Not $3bn" [X Link](https://x.com/gvanhp/status/1828426574154137625) 2024-08-27T13:37Z [---] followers, [---] engagements "@StockMarketNerd Oy. So many differences. $AMZN has not squashed $TDOC look at $TDOC rev growth. ONEM and $TDOC not in the same biz. $TDOC (way) overpaid for Livongo for $19BN in [----] and took on $1bn of debt. Now weighing down financials. Many other differences - too many to mention here" [X Link](https://x.com/gvanhp/status/1831700412656972032) 2024-09-05T14:26Z [---] followers, [---] engagements "@monaco_biotech @astraystargazer @Andre_AGTC Agree. Whisper number was higher and it didnt quite get there" [X Link](https://x.com/gvanhp/status/1851333116599943625) 2024-10-29T18:39Z [---] followers, [---] engagements "@monaco_biotech @Andre_AGTC @astraystargazer We will see. It's trading at 3.1x EV/25 revs so that's cheap for a 30% grower w 87% GM. I'm holding on for now" [X Link](https://x.com/gvanhp/status/1851367710778896808) 2024-10-29T20:57Z [---] followers, [---] engagements "@YourSourceStu see IR site - 3q release" [X Link](https://x.com/gvanhp/status/1853546400220684560) 2024-11-04T21:14Z [---] followers, [--] engagements "Sold $KNSA here. Meh [----] rev guide so missing a catalyst for the next move up. Still own $ARQT $DCTH $HIMS $HROW AND $TARS" [X Link](https://x.com/gvanhp/status/1878853427704586639) 2025-01-13T17:15Z [---] followers, [---] engagements "Sold the $HROW position after going through the down 25% stop loss. Fundamentals still look good so will revisit when the technicals are in better shape. Now own $ARQT $DCTH $HIMS $TARS and $TVTX" [X Link](https://x.com/gvanhp/status/1896600947167760848) 2025-03-03T16:37Z [---] followers, [----] engagements "Added $KNSA back to the portfolio today. Beat/raise history & consensus forecasts going up. Trading at 2.0x [----] revs and 12x [----] FCF for a 20%+ grower with expanding margins. Nice cup/handle chart. Aiming for a 2x in [--] months. Now own $ARQT $DCTH $HIMS $KNSA $TARS $TVTX" [X Link](https://x.com/gvanhp/status/1900619728634474765) 2025-03-14T18:47Z [---] followers, [---] engagements "Finished 1Q25 up 2.6% vs -10.1% for the $XBI. Since inception in 3Q23 the fund is up 41.9% vs 11.1% for the $XBI and 30.4% for the Nasdaq $IXIC. Holdings as at 3/31/2025 are $ARQT $DCTH $HIMS $KNSA $TARS $TVTX" [X Link](https://x.com/gvanhp/status/1906823321003688171) 2025-03-31T21:38Z [---] followers, [---] engagements "Added $CRMD to the portfolio today. Improving fundamentals beat & raise track record chart looks good. Portfolio now is $ARQT $CRMD $DCTH $HIMS $KNSA $TARS and $TVTX. Thesis is commercial biotech/healthtech 20% CAGR at/near breakeven potential to 2x in [--] months" [X Link](https://x.com/gvanhp/status/1922004832207945923) 2025-05-12T19:03Z [---] followers, [----] engagements "Finished 2Q25 up 14.4% vs 6.1% for the $XBI. Since inception in 3Q23 the fund is up 62.4% vs 13.7% for the $XBI. Fund gross IRR ITD is 21.3% vs 2.7% for $XBI. Holdings as at 6/30/2025 are $ARQT $CRMD $DCTH $HIMS $KNSA $TARS $TVTX" [X Link](https://x.com/gvanhp/status/1939781322622587155) 2025-06-30T20:21Z [---] followers, [---] engagements "Lots of moving parts at $CRMD today. My read. CRMD core biz is running ahead of consensus. Melinta (per the 8-K) has $120m product ARR growing 10% 77% GM and breakeven. Hence the $40m in synergies. Pro forma biz is $325m revs and $160m ebitda in 2025" [X Link](https://x.com/gvanhp/status/1953484542687478051) 2025-08-07T15:53Z [---] followers, [---] engagements "@Exclamotite69 @nataninvesting When [----] numbers become clear this should work. Right now $CRMD continues to foot fault in basic IR stuff making it hard for people to grok the deal & company prospects. Exhibit A: IR home page has the June deck with 1Q numbers. Cmon man; its not that hard" [X Link](https://x.com/gvanhp/status/1963775170910556386) 2025-09-05T01:24Z [---] followers, [---] engagements "@unicornbiotech @Exclamotite69 @nataninvesting Pretty familiar. Infection control would be a new functional category in the bundle so harder to predict what happens post the two year tdapa period" [X Link](https://x.com/gvanhp/status/1963970397273305331) 2025-09-05T14:20Z [---] followers, [--] engagements "@RyshabTalks Main qn re $CRMD is reimb post TDAPA in mid [----] (ie when the [--] (not 5) year period is over). The $250/unit DefenCath ASP when the full ESRD bundled payment is $276 per session will not fly for providers or CMS. So ASP will come down maybe a lot. $CRMD is cheap for a reason" [X Link](https://x.com/gvanhp/status/1965466907253113176) 2025-09-09T17:26Z [---] followers, [---] engagements "@gulfgator33 Re $TARS. Think so. No new news. The 2Q call was clean w + comments about 3Q traction. Its a choppy ride but thats ok" [X Link](https://x.com/gvanhp/status/1966346737574084812) 2025-09-12T03:42Z [---] followers, [---] engagements "Current holdings are $ARQT $CRMD $DCTH $KNSA $MDGL $TARS $TVTX and $XERS" [X Link](https://x.com/anyuser/status/1973128455022846120) 2025-09-30T20:50Z [---] followers, [---] engagements "Bought $MDGL today. Very rapid rev ramp 95% GM scaling opex. Good beat/raise history. CF+ late [----] or early [----]. Trades at 5.1x '26 revs 3.3x '27 revs. Now own $ARQT $CRMD $DCTH $HIMS $KNSA $MDGL $TARS $TVTX $XERS" [X Link](https://x.com/anyuser/status/1955313151861461220) 2025-08-12T16:59Z [---] followers, [----] engagements "The fund is focused on commercial-stage small-cap ($500M-10BN cap) 20% revenue CAGR (nearly) profitable healthcare stocks - mainly biopharma medtech and HCIT. I screen a [----] healthcare stock universe down to 8-10 names that fit all my criteria" [X Link](https://x.com/anyuser/status/1973128453366140948) 2025-09-30T20:50Z [---] followers, [---] engagements "Added $SNDX to the portfolio today. Emerging hemo-oncology player w recently launched products gaining traction & w outsize potential. Major clinical and FDA milestones to come so likely a bumpy ride ahead. Trades at 2.4x [----] consensus revs loss-making but should have enough cash to get to CF+ in 2027" [X Link](https://x.com/anyuser/status/1991578435983143203) 2025-11-20T18:44Z [---] followers, [---] engagements "My healthcare fund is up 67% since inception in 9/2023. ($XBI up 27% $IBB up 12%). Very concentrated in commercial stage healthcare/biotechs with improving fundamentals & technicals. $ARQT $DCTH $HIMS $HROW $KNSA $TARS. Watchlist is $TGTX $SWTX $ETON $ALVO $TVTX" [X Link](https://x.com/gvanhp/status/1877055085848531296) 2025-01-08T18:09Z [---] followers, [----] engagements "Added $TVTX to the portfolio yesterday. Improving fundamentals and technicals. Now own $ARQT $DCTH $HIMS $HROW $TARS and $TVTX. Looking for 100% potential upside in each name over the next [--] months. Good luck all" [X Link](https://x.com/gvanhp/status/1890825596923428918) 2025-02-15T18:08Z [---] followers, [---] engagements "@unicornbiotech @Sanctuary_Bio $TVTX down presumably bec of the FDA surrogate endpoint kerfuffle. Net net probably still ok for FSGS approval but we will see" [X Link](https://x.com/gvanhp/status/1972730779701768510) 2025-09-29T18:30Z [---] followers, [---] engagements "@RevShark Re $CRMD it's all about what revs do post TDAPA in mid [----]. Air pocket or not That's the qn. Until that gets definitively resolved it will range trade imo" [X Link](https://x.com/gvanhp/status/1980326150242279874) 2025-10-20T17:32Z [---] followers, [---] engagements "@nfergus Looks scary (why else post it) but as a % of total US market cap margin debt is entirely unremarkable per @Yardeni research" [X Link](https://x.com/gvanhp/status/1981406318583042061) 2025-10-23T17:04Z [---] followers, [--] engagements "@asymmetri3 Re $CRMD search for comments here related to CMS TDAPA expiry in mid [----] and you will see why its so cheap. Until thats resolved its hard to pound the table" [X Link](https://x.com/gvanhp/status/1982889006091383030) 2025-10-27T19:15Z [---] followers, [---] engagements "@LA2K4ERS Re $CRMD it is here https://www.appliedpolicy.com/cms-proposes-payment-increase-for-esrd-facilities/ https://www.appliedpolicy.com/cms-proposes-payment-increase-for-esrd-facilities/" [X Link](https://x.com/gvanhp/status/1983617276172718326) 2025-10-29T19:29Z [---] followers, [---] engagements "@NightOwlBiotech Agree on your math re $MDGL FD share count. Meaningful difference that is easy to miss" [X Link](https://x.com/gvanhp/status/1987614930661683242) 2025-11-09T20:15Z [---] followers, [---] engagements "@NightOwlBiotech See some of my prior posts on $CRMD and specifically the revenue air pocket that starts in mid [----] when the TDAPA period ends" [X Link](https://x.com/gvanhp/status/1989087092547436732) 2025-11-13T21:44Z [---] followers, [---] engagements "@NightOwlBiotech IMO $SNDX valuation disconnect vs $ARQT is due to 1) $SNDX debt of $345M (vs $107M at $ARQT) and 2) $SNDX annualized cash burn of $280M (vs breakeven at $ARQT). My guess is the market thinks $SNDX needs to raise again before breaking even whereas $ARQT does not" [X Link](https://x.com/gvanhp/status/1990845513030382039) 2025-11-18T18:12Z [---] followers, [--] engagements "@mufson Interesting question re $AXGN. My board role there was a very long time ago - [--] years or so. Answer is I screen for stocks with consensus revenue growth of 20% for the next 2-3 years (along with [--] others screening variables) and $AXGN does not quite make the cut" [X Link](https://x.com/gvanhp/status/1996411975610548333) 2025-12-04T02:51Z [---] followers, [---] engagements "@JamesSurowiecki Or. Publish a [---] page summary version and charge more for it" [X Link](https://x.com/gvanhp/status/2006398601103335566) 2025-12-31T16:14Z [---] followers, [---] engagements "My healthcare fund was up 30.3% in 3Q25 and is up 49.9% YTD. Since inception in 3Q23 the fund is up 46.3% CAGR; 106.2% total. The benchmark ETF is $XBI is up 21.4% CAGR over the same [--] years" [X Link](https://x.com/gvanhp/status/1973128451952636103) 2025-09-30T20:50Z [---] followers, [---] engagements "A thread with more $CRMD thoughts on the post TDAPA (June '26-June '29) payment situation. CMS has proposed an extra $1.478 per pt tx payable to dialysis providers regardless of whether that patient receives DefenCath. This is worth $120M a year in total" [X Link](https://x.com/anyuser/status/1983325248314626280) 2025-10-29T00:09Z [---] followers, [----] engagements "Sold $CRMD today. Feels like dead money till the TDAPA add-on payments are live in 2H26 and we see the impact on revs. Now own $TARS $TVTX $ARQT $XERS $KNSA $DCTH $MDGL $HIMS" [X Link](https://x.com/gvanhp/status/1984299194354712995) 2025-10-31T16:39Z [---] followers, [---] engagements "The fund is up over 100% YTD and now owns $ARQT $KNSA $MDGL $SNDX $TARS $TVTX $URGN and $XERS" [X Link](https://x.com/gvanhp/status/1991578437732196571) 2025-11-20T18:44Z [---] followers, [---] engagements "Math - 517k US ESRD pts [--] tx/week $1.478/tx. Dialysis clinics can then do with that $120M (a tiny # for them) what they want incl use DefenCath if they think the ROI is there" [X Link](https://x.com/anyuser/status/1983325249635762576) 2025-10-29T00:09Z [---] followers, [---] engagements "This compares with DefenCath revs of $40M in 2Q25 - the latest clean quarter. So this is the revenue cliff that $CRMD will need to navigate. Hence the recent Melinta acquisition. BTW - all math mine informed feedback welcome" [X Link](https://x.com/anyuser/status/1983325250994745676) 2025-10-29T00:09Z [---] followers, [---] engagements "Sold the remainder of the $HIMS position today. Basis was around the $7 mark so it has been a nice (and bumpy) ride. They have some wood to chop the next few quarters and consensus estimates are not going up the way they used to" [X Link](https://x.com/anyuser/status/1984315893053263917) 2025-10-31T17:45Z [---] followers, [---] engagements "Started a position in $URGN. Trades at 3.3x [----] revs with [----] top line growth forecast at 100%. Projected to reach CF+ in [----] without needing a cap raise. Looking to 2x in [--] months but likely to be a choppy ride. Now own $ARQT $KNSA $MDGL $TARS $TVTX $URGN $XERS" [X Link](https://x.com/anyuser/status/1986490727719923783) 2025-11-06T17:47Z [---] followers, [---] engagements "Happy to have sold before todays $CRMD [----] guidance update. You need to be in the weeds with healthcare investing" [X Link](https://x.com/anyuser/status/2009345631488496030) 2026-01-08T19:25Z [---] followers, [---] engagements "My healthcare portfolio finished FY25 up 99.3% (gross) vs the $XBI benchmark up 35.4%. In 4Q25 my portfolio was up 32.3% vs 21.7% for the $XBI. Since inception in 9/30/23 my portfolio is up 2.7x (63% CAGR) vs the $XBI up 1.7x (39% CAGR). (The Nasdaq is also up 1.7x since 9/30/23)" [X Link](https://x.com/anyuser/status/2009416757405257811) 2026-01-09T00:07Z [---] followers, [---] engagements "Added $ARDX back to the portfolio. Nice beat & raise story around IBSRELA now w real blockbuster potential. Should grow 30% in [----] & [----] with 95% GM. Trades at 3.2x EV/'26 revs and becoming CF+ so no more equity raises. Nice chart set-up too. Aiming for 2x in [--] months" [X Link](https://x.com/anyuser/status/2009736777976676716) 2026-01-09T21:19Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@gvanhp Gerard van Hamel Platerink
Gerard van Hamel Platerink posts on X about $arqt, $tars, $tvtx, $crmd the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [--] -23%
- [--] Month [-----] -63%
- [--] Months [------] +106%
- [--] Year [------] +65%
Mentions: [--] #
- [--] Week [--] no change
- [--] Month [--] -31%
- [--] Months [--] +325%
- [--] Year [--] +367%
Followers: [---] #
- [--] Week [---] no change
- [--] Month [---] +0.32%
- [--] Months [---] +40%
- [--] Year [---] +114%
CreatorRank: undefined #
Social Influence
Social category influence stocks 38% finance 22% exchanges 4% technology brands 2% currencies 2%
Social topic influence $arqt 32%, $tars 32%, $tvtx 32%, $crmd 30%, $knsa 26%, $dcth 22%, $hims 20%, $mdgl 18%, $xers 16%, $hrow #31
Top accounts mentioned or mentioned by @nightowlbiotech @monacobiotech @astraystargazer @andreagtc @exclamotite69 @nataninvesting @unicornbiotech @koyfincharts @codex1989 @stockmarketnerd @yoursourcestu @ryshabtalks @gulfgator33 @sanctuarybio @revshark @nfergus @yardeni @asymmetri3 @la2k4ers @mufson
Top assets mentioned Arcutis Biotherapeutics, Inc. (ARQT) Tarsus Pharmaceuticals, Inc. (TARS) Travere Therapeutics, Inc. Common Stock (TVTX) Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA) Hims & Hers Health, Inc. (HIMS) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Amazon.com, Inc. (AMZN) Teladoc Health, Inc. (TDOC) TG Therapeutics, Inc. (TGTX) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Alvotech Ordinary Shares (ALVO)
Top Social Posts
Top posts by engagements in the last [--] hours
"Restarted a position in $HROW. Fundamentals are solid with positive EBITDA and Free Cashflow. Net debt not trivial at $175M but manageable given FCF+. Revenue growth rate 30% consensus forecast for the next 3-4 years. Trades at 4.2x [----] rev and 17x [----] EBITDA. Technicals look good with double cup and handle. Goal is a 2x in [--] months. Vamos"
X Link 2025-12-03T21:36Z [---] followers, [----] engagements
"I invest in commercial healthcare stocks with market caps of $1-10BN 20% rev growth CF+ (or close w cash to get there) 80% GM% and consistent beat & raise track records. I screen [----] stocks weekly to find the 8-10 that fit the criteria"
X Link 2026-01-09T00:07Z [---] followers, [---] engagements
"Sold $DCTH this morning. Effective therapy unmet need etc. but too much friction to adopt and scale = downward guidance revisions. Cheap stock at 2.2x '26 revs w. 30% growth so will keep on watchlist. Now own $ARQT $KNSA $MDGL $TARS $TVTX $XERS"
X Link 2025-11-04T17:25Z [---] followers, [----] engagements
"The fund now comprises $ARQT $HROW $KNSA $MDGL $SNDX $TARS $TVTX $URGN $XERS"
X Link 2025-12-03T21:36Z [---] followers, [---] engagements
"Current holdings are $ARQT $HROW $KNSA $MDGL $SNDX $TARS $TVTX $URGN and $XERS. My target hold period is 18-24 months with a 2x MOIC goal"
X Link 2026-01-09T00:07Z [---] followers, [---] engagements
"@KoyfinCharts I love Koyfin and subscribe but what does advance retail sales: retail trade mean and what are the units on the y axis"
X Link 2024-06-06T06:26Z [---] followers, [--] engagements
"$HIMS what are we missing. 90% of $HIMS posts are bullish yet stock continues to sell off. We all know growth is 30-40% GM of 80% cashflowing net cash cheap on [----] EV/rev and EV/cashflow. GLP-1 is probably a storm in a teacup. What are we missing. I am way long w $7 basis"
X Link 2024-08-27T10:37Z [---] followers, 11.7K engagements
"@CodeX1989 Nah. One could manipulate a $100m market cap stock. Not $3bn"
X Link 2024-08-27T13:37Z [---] followers, [---] engagements
"@StockMarketNerd Oy. So many differences. $AMZN has not squashed $TDOC look at $TDOC rev growth. ONEM and $TDOC not in the same biz. $TDOC (way) overpaid for Livongo for $19BN in [----] and took on $1bn of debt. Now weighing down financials. Many other differences - too many to mention here"
X Link 2024-09-05T14:26Z [---] followers, [---] engagements
"@monaco_biotech @astraystargazer @Andre_AGTC Agree. Whisper number was higher and it didnt quite get there"
X Link 2024-10-29T18:39Z [---] followers, [---] engagements
"@monaco_biotech @Andre_AGTC @astraystargazer We will see. It's trading at 3.1x EV/25 revs so that's cheap for a 30% grower w 87% GM. I'm holding on for now"
X Link 2024-10-29T20:57Z [---] followers, [---] engagements
"@YourSourceStu see IR site - 3q release"
X Link 2024-11-04T21:14Z [---] followers, [--] engagements
"Sold $KNSA here. Meh [----] rev guide so missing a catalyst for the next move up. Still own $ARQT $DCTH $HIMS $HROW AND $TARS"
X Link 2025-01-13T17:15Z [---] followers, [---] engagements
"Sold the $HROW position after going through the down 25% stop loss. Fundamentals still look good so will revisit when the technicals are in better shape. Now own $ARQT $DCTH $HIMS $TARS and $TVTX"
X Link 2025-03-03T16:37Z [---] followers, [----] engagements
"Added $KNSA back to the portfolio today. Beat/raise history & consensus forecasts going up. Trading at 2.0x [----] revs and 12x [----] FCF for a 20%+ grower with expanding margins. Nice cup/handle chart. Aiming for a 2x in [--] months. Now own $ARQT $DCTH $HIMS $KNSA $TARS $TVTX"
X Link 2025-03-14T18:47Z [---] followers, [---] engagements
"Finished 1Q25 up 2.6% vs -10.1% for the $XBI. Since inception in 3Q23 the fund is up 41.9% vs 11.1% for the $XBI and 30.4% for the Nasdaq $IXIC. Holdings as at 3/31/2025 are $ARQT $DCTH $HIMS $KNSA $TARS $TVTX"
X Link 2025-03-31T21:38Z [---] followers, [---] engagements
"Added $CRMD to the portfolio today. Improving fundamentals beat & raise track record chart looks good. Portfolio now is $ARQT $CRMD $DCTH $HIMS $KNSA $TARS and $TVTX. Thesis is commercial biotech/healthtech 20% CAGR at/near breakeven potential to 2x in [--] months"
X Link 2025-05-12T19:03Z [---] followers, [----] engagements
"Finished 2Q25 up 14.4% vs 6.1% for the $XBI. Since inception in 3Q23 the fund is up 62.4% vs 13.7% for the $XBI. Fund gross IRR ITD is 21.3% vs 2.7% for $XBI. Holdings as at 6/30/2025 are $ARQT $CRMD $DCTH $HIMS $KNSA $TARS $TVTX"
X Link 2025-06-30T20:21Z [---] followers, [---] engagements
"Lots of moving parts at $CRMD today. My read. CRMD core biz is running ahead of consensus. Melinta (per the 8-K) has $120m product ARR growing 10% 77% GM and breakeven. Hence the $40m in synergies. Pro forma biz is $325m revs and $160m ebitda in 2025"
X Link 2025-08-07T15:53Z [---] followers, [---] engagements
"@Exclamotite69 @nataninvesting When [----] numbers become clear this should work. Right now $CRMD continues to foot fault in basic IR stuff making it hard for people to grok the deal & company prospects. Exhibit A: IR home page has the June deck with 1Q numbers. Cmon man; its not that hard"
X Link 2025-09-05T01:24Z [---] followers, [---] engagements
"@unicornbiotech @Exclamotite69 @nataninvesting Pretty familiar. Infection control would be a new functional category in the bundle so harder to predict what happens post the two year tdapa period"
X Link 2025-09-05T14:20Z [---] followers, [--] engagements
"@RyshabTalks Main qn re $CRMD is reimb post TDAPA in mid [----] (ie when the [--] (not 5) year period is over). The $250/unit DefenCath ASP when the full ESRD bundled payment is $276 per session will not fly for providers or CMS. So ASP will come down maybe a lot. $CRMD is cheap for a reason"
X Link 2025-09-09T17:26Z [---] followers, [---] engagements
"@gulfgator33 Re $TARS. Think so. No new news. The 2Q call was clean w + comments about 3Q traction. Its a choppy ride but thats ok"
X Link 2025-09-12T03:42Z [---] followers, [---] engagements
"Current holdings are $ARQT $CRMD $DCTH $KNSA $MDGL $TARS $TVTX and $XERS"
X Link 2025-09-30T20:50Z [---] followers, [---] engagements
"Bought $MDGL today. Very rapid rev ramp 95% GM scaling opex. Good beat/raise history. CF+ late [----] or early [----]. Trades at 5.1x '26 revs 3.3x '27 revs. Now own $ARQT $CRMD $DCTH $HIMS $KNSA $MDGL $TARS $TVTX $XERS"
X Link 2025-08-12T16:59Z [---] followers, [----] engagements
"The fund is focused on commercial-stage small-cap ($500M-10BN cap) 20% revenue CAGR (nearly) profitable healthcare stocks - mainly biopharma medtech and HCIT. I screen a [----] healthcare stock universe down to 8-10 names that fit all my criteria"
X Link 2025-09-30T20:50Z [---] followers, [---] engagements
"Added $SNDX to the portfolio today. Emerging hemo-oncology player w recently launched products gaining traction & w outsize potential. Major clinical and FDA milestones to come so likely a bumpy ride ahead. Trades at 2.4x [----] consensus revs loss-making but should have enough cash to get to CF+ in 2027"
X Link 2025-11-20T18:44Z [---] followers, [---] engagements
"My healthcare fund is up 67% since inception in 9/2023. ($XBI up 27% $IBB up 12%). Very concentrated in commercial stage healthcare/biotechs with improving fundamentals & technicals. $ARQT $DCTH $HIMS $HROW $KNSA $TARS. Watchlist is $TGTX $SWTX $ETON $ALVO $TVTX"
X Link 2025-01-08T18:09Z [---] followers, [----] engagements
"Added $TVTX to the portfolio yesterday. Improving fundamentals and technicals. Now own $ARQT $DCTH $HIMS $HROW $TARS and $TVTX. Looking for 100% potential upside in each name over the next [--] months. Good luck all"
X Link 2025-02-15T18:08Z [---] followers, [---] engagements
"@unicornbiotech @Sanctuary_Bio $TVTX down presumably bec of the FDA surrogate endpoint kerfuffle. Net net probably still ok for FSGS approval but we will see"
X Link 2025-09-29T18:30Z [---] followers, [---] engagements
"@RevShark Re $CRMD it's all about what revs do post TDAPA in mid [----]. Air pocket or not That's the qn. Until that gets definitively resolved it will range trade imo"
X Link 2025-10-20T17:32Z [---] followers, [---] engagements
"@nfergus Looks scary (why else post it) but as a % of total US market cap margin debt is entirely unremarkable per @Yardeni research"
X Link 2025-10-23T17:04Z [---] followers, [--] engagements
"@asymmetri3 Re $CRMD search for comments here related to CMS TDAPA expiry in mid [----] and you will see why its so cheap. Until thats resolved its hard to pound the table"
X Link 2025-10-27T19:15Z [---] followers, [---] engagements
"@LA2K4ERS Re $CRMD it is here https://www.appliedpolicy.com/cms-proposes-payment-increase-for-esrd-facilities/ https://www.appliedpolicy.com/cms-proposes-payment-increase-for-esrd-facilities/"
X Link 2025-10-29T19:29Z [---] followers, [---] engagements
"@NightOwlBiotech Agree on your math re $MDGL FD share count. Meaningful difference that is easy to miss"
X Link 2025-11-09T20:15Z [---] followers, [---] engagements
"@NightOwlBiotech See some of my prior posts on $CRMD and specifically the revenue air pocket that starts in mid [----] when the TDAPA period ends"
X Link 2025-11-13T21:44Z [---] followers, [---] engagements
"@NightOwlBiotech IMO $SNDX valuation disconnect vs $ARQT is due to 1) $SNDX debt of $345M (vs $107M at $ARQT) and 2) $SNDX annualized cash burn of $280M (vs breakeven at $ARQT). My guess is the market thinks $SNDX needs to raise again before breaking even whereas $ARQT does not"
X Link 2025-11-18T18:12Z [---] followers, [--] engagements
"@mufson Interesting question re $AXGN. My board role there was a very long time ago - [--] years or so. Answer is I screen for stocks with consensus revenue growth of 20% for the next 2-3 years (along with [--] others screening variables) and $AXGN does not quite make the cut"
X Link 2025-12-04T02:51Z [---] followers, [---] engagements
"@JamesSurowiecki Or. Publish a [---] page summary version and charge more for it"
X Link 2025-12-31T16:14Z [---] followers, [---] engagements
"My healthcare fund was up 30.3% in 3Q25 and is up 49.9% YTD. Since inception in 3Q23 the fund is up 46.3% CAGR; 106.2% total. The benchmark ETF is $XBI is up 21.4% CAGR over the same [--] years"
X Link 2025-09-30T20:50Z [---] followers, [---] engagements
"A thread with more $CRMD thoughts on the post TDAPA (June '26-June '29) payment situation. CMS has proposed an extra $1.478 per pt tx payable to dialysis providers regardless of whether that patient receives DefenCath. This is worth $120M a year in total"
X Link 2025-10-29T00:09Z [---] followers, [----] engagements
"Sold $CRMD today. Feels like dead money till the TDAPA add-on payments are live in 2H26 and we see the impact on revs. Now own $TARS $TVTX $ARQT $XERS $KNSA $DCTH $MDGL $HIMS"
X Link 2025-10-31T16:39Z [---] followers, [---] engagements
"The fund is up over 100% YTD and now owns $ARQT $KNSA $MDGL $SNDX $TARS $TVTX $URGN and $XERS"
X Link 2025-11-20T18:44Z [---] followers, [---] engagements
"Math - 517k US ESRD pts [--] tx/week $1.478/tx. Dialysis clinics can then do with that $120M (a tiny # for them) what they want incl use DefenCath if they think the ROI is there"
X Link 2025-10-29T00:09Z [---] followers, [---] engagements
"This compares with DefenCath revs of $40M in 2Q25 - the latest clean quarter. So this is the revenue cliff that $CRMD will need to navigate. Hence the recent Melinta acquisition. BTW - all math mine informed feedback welcome"
X Link 2025-10-29T00:09Z [---] followers, [---] engagements
"Sold the remainder of the $HIMS position today. Basis was around the $7 mark so it has been a nice (and bumpy) ride. They have some wood to chop the next few quarters and consensus estimates are not going up the way they used to"
X Link 2025-10-31T17:45Z [---] followers, [---] engagements
"Started a position in $URGN. Trades at 3.3x [----] revs with [----] top line growth forecast at 100%. Projected to reach CF+ in [----] without needing a cap raise. Looking to 2x in [--] months but likely to be a choppy ride. Now own $ARQT $KNSA $MDGL $TARS $TVTX $URGN $XERS"
X Link 2025-11-06T17:47Z [---] followers, [---] engagements
"Happy to have sold before todays $CRMD [----] guidance update. You need to be in the weeds with healthcare investing"
X Link 2026-01-08T19:25Z [---] followers, [---] engagements
"My healthcare portfolio finished FY25 up 99.3% (gross) vs the $XBI benchmark up 35.4%. In 4Q25 my portfolio was up 32.3% vs 21.7% for the $XBI. Since inception in 9/30/23 my portfolio is up 2.7x (63% CAGR) vs the $XBI up 1.7x (39% CAGR). (The Nasdaq is also up 1.7x since 9/30/23)"
X Link 2026-01-09T00:07Z [---] followers, [---] engagements
"Added $ARDX back to the portfolio. Nice beat & raise story around IBSRELA now w real blockbuster potential. Should grow 30% in [----] & [----] with 95% GM. Trades at 3.2x EV/'26 revs and becoming CF+ so no more equity raises. Nice chart set-up too. Aiming for 2x in [--] months"
X Link 2026-01-09T21:19Z [---] followers, [----] engagements
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