# ![@hannibalspeaks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1937207568218345472.png) @hannibalspeaks Specialsituationz

Specialsituationz posts on X about $nktr, $anab, $abvx, $vtyx the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1937207568218345472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937207568218345472/c:line/m:interactions.svg)

- [--] Week [------] +134%
- [--] Month [------] -55%
- [--] Months [-------] +2,666%

### Mentions: [--] [#](/creator/twitter::1937207568218345472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937207568218345472/c:line/m:posts_active.svg)

- [--] Week [--] +84%
- [--] Month [--] -6.70%
- [--] Months [---] +658%

### Followers: [---] [#](/creator/twitter::1937207568218345472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937207568218345472/c:line/m:followers.svg)

- [--] Week [---] +6.70%
- [--] Month [---] +11%
- [--] Months [---] +1,006%

### CreatorRank: [-------] [#](/creator/twitter::1937207568218345472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937207568218345472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  22.94% [finance](/list/finance)  11.93% [travel destinations](/list/travel-destinations)  1.83% [technology brands](/list/technology-brands)  1.83% [currencies](/list/currencies)  0.92% [countries](/list/countries)  0.92% [musicians](/list/musicians)  0.92% [social networks](/list/social-networks)  0.92% [celebrities](/list/celebrities)  0.92%

**Social topic influence**
[$nktr](/topic/$nktr) #34, [$anab](/topic/$anab) 5.5%, [$abvx](/topic/$abvx) 5.5%, [$vtyx](/topic/$vtyx) 5.5%, [if you](/topic/if-you) 4.59%, [$alms](/topic/$alms) #17, [company](/topic/company) 4.59%, [market](/topic/market) 2.75%, [$ptgx](/topic/$ptgx) #18, [target](/topic/target) 2.75%

**Top accounts mentioned or mentioned by**
[@seedy19tron](/creator/undefined) [@amaymd](/creator/undefined) [@suhailmohebi](/creator/undefined) [@rnaianalyst](/creator/undefined) [@joserestonva](/creator/undefined) [@bananaoncology](/creator/undefined) [@somecuriousgirl](/creator/undefined) [@biohazard3737](/creator/undefined) [@biotechsanya2](/creator/undefined) [@avidresearch](/creator/undefined) [@financebully](/creator/undefined) [@taintslapp12283](/creator/undefined) [@steve72354669](/creator/undefined) [@biotenic](/creator/undefined) [@coltpdx](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@iotaresearch](/creator/undefined) [@logicalthesis](/creator/undefined) [@popescuf](/creator/undefined) [@redautumnbio](/creator/undefined)

**Top assets mentioned**
[Abivax SA (ABVX)](/topic/$abvx) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Alumis Inc. (ALMS)](/topic/$alms) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Immix Biopharma, Inc.  (IMMX)](/topic/$immx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Amgen, Inc. (AMGN)](/topic/$amgn) [Synthetify (SNY)](/topic/$sny) [ArriVent BioPharma, Inc.  (AVBP)](/topic/$avbp) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Novo-Nordisk (NVO)](/topic/$nvo) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Rapport Therapeutics, Inc. (RAPP)](/topic/$rapp) [Insmed, Inc. (INSM)](/topic/$insm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ NKTR stock will rally 60% min in next [--] hours. 1.) Dosing every [--] months is viable. This is more practical and economic than any IL-13 biologic (2-4weekly). Unique differentiation. 2.) At [--] weeks EASI-75 responses deepen beating dupilumab at same time point"  
[X Link](https://x.com/hannibalspeaks/status/2021202470861684905)  2026-02-10T12:39Z [---] followers, [----] engagements


"Quick question: hedge funds need to disclose substantial purchases (5%) at point of entry. Is there any service that tracks these in real time before quarterly filings For example is the any way to see Tang's new significant positions before their next 13f drops"  
[X Link](https://x.com/hannibalspeaks/status/2022624038179525108)  2026-02-14T10:48Z [---] followers, [----] engagements


"$IMMX is looking too cheap even post-dilution. Should have a billion $ MC. Catalysts [----] this is one to look into. Any credible counter theses Why is this not a 3x over [--] months"  
[X Link](https://x.com/hannibalspeaks/status/1998689824895627377)  2025-12-10T09:42Z [---] followers, [----] engagements


"Guys if you find my posts helpful please subscribe to my free substack: If i get [---] subscribers I will write up the $QTTB pitch in detail like I did for $ANAB. I need some motivation as I'm behind on writing. https://substack.com/@hannibalspeaks https://substack.com/@hannibalspeaks"  
[X Link](https://x.com/hannibalspeaks/status/2009062200741351813)  2026-01-08T00:38Z [---] followers, [----] engagements


"This reflects a misunderstanding bordering on incompetence. A quick look at Nemolizumab sales instantly disproves the hypothesis. Bar for AD meaningfully reset to Dupi-equivalent or Dupi-better oral If you're working on an antibody that's not meaningfully Dupi+++ you should probably kill the program or pivot the indication Bar for AD meaningfully reset to Dupi-equivalent or Dupi-better oral If you're working on an antibody that's not meaningfully Dupi+++ you should probably kill the program or pivot the indication"  
[X Link](https://x.com/hannibalspeaks/status/2015023366046941225)  2026-01-24T11:26Z [---] followers, [----] engagements


"https://www.pharmaceutical-technology.com/news/galderma-outlays-650m-for-us-manufacturing-as-nemluvio-sales-soar/ https://www.pharmaceutical-technology.com/news/galderma-outlays-650m-for-us-manufacturing-as-nemluvio-sales-soar/"  
[X Link](https://x.com/hannibalspeaks/status/2015024001865666959)  2026-01-24T11:28Z [---] followers, [---] engagements


"@JoseRestonVA I like Galderma will need to take another look at it. I don't think market has priced Nemo sales fully. It also has a track record of constant innovation. If I recall there is an IL-2 agent in their pipeline"  
[X Link](https://x.com/hannibalspeaks/status/2015029177137647629)  2026-01-24T11:49Z [---] followers, [---] engagements


"@JoseRestonVA @RedAutumnBio 7.3% wow What folks don't appreciate it is that starting a drug is a highly personal choice made in consultation with physicians. Some patient's may not like the possibility of serious eye complications or loosing their hair on dupilumab"  
[X Link](https://x.com/hannibalspeaks/status/2015047831237587428)  2026-01-24T13:03Z [---] followers, [---] engagements


"It would be fool hardy for $NKTR and $CRVS bulls to cheer the demise of OX40 class too loudly. The lesson is in biotech fragility a single late tox signal combined with attenuated efficacy at ph3 has killed a multibillion dollar program"  
[X Link](https://x.com/hannibalspeaks/status/2017237009673101588)  2026-01-30T14:02Z [---] followers, [----] engagements


"Researching $QTTB proving eye opening - so many skeletons in the closet - king of shitcos. Still like the bet its: -90%/+5000%. dead serious"  
[X Link](https://x.com/hannibalspeaks/status/2019464246967382468)  2026-02-05T17:32Z [---] followers, [----] engagements


"@Steve72354669 @SharkAlertsBio @avidresearch @a_a_free No i made an incorrect assumption that embargoed data during superbowl would be negative and that an embargo rules out a preannouncement. Both assumptions wrong. Probably we'll have $ABVX buy out announced tommorow and we'll all be wrong"  
[X Link](https://x.com/hannibalspeaks/status/2021003626471428599)  2026-02-09T23:29Z [---] followers, [---] engagements


"$NKTR 300m offering. https://elite.finviz.com/news/306428/nektar-therapeutics-announces-proposed-public-offering https://elite.finviz.com/news/306428/nektar-therapeutics-announces-proposed-public-offering"  
[X Link](https://x.com/hannibalspeaks/status/2021330753213112627)  2026-02-10T21:09Z [---] followers, [----] engagements


"If we assume 550m cash post raise they can at least begin ph3 studies and raise through ATM for reminder. (Allowing for settlement royalty sale as further sources of income.)"  
[X Link](https://x.com/hannibalspeaks/status/2021332133428785370)  2026-02-10T21:15Z [---] followers, [----] engagements


"Point here they are going to do a $ABVX and run the pivotals themselves. They will exhaust all their cash resources into the readout it will be a make or break read out. No one will partner with $NKTR I'm currently 60% and can't stand mgmt"  
[X Link](https://x.com/hannibalspeaks/status/2021333191290953846)  2026-02-10T21:19Z [---] followers, [----] engagements


"@Banana_Oncology @somecuriousgirl @A_May_MD @seedy19tron @Biohazard3737 The accounting per patient in a large I&I phase [--] lasting one year reaches north of half a million USD. The modal income in the US is $80000. Patients in trial do not have 1RN or [--] physician's worth of contact time. So there is massive cost inflation at some point"  
[X Link](https://x.com/hannibalspeaks/status/2021345562508001281)  2026-02-10T22:08Z [---] followers, [---] engagements


"@somecuriousgirl @Banana_Oncology @A_May_MD @seedy19tron @Biohazard3737 You don't get the US. No body is looking to cut costs the aim is to inflate them further. There is a reason healthcare is 20% of GDP perfect market - it's non discretionary - you just pile up more charges"  
[X Link](https://x.com/hannibalspeaks/status/2021355094940451261)  2026-02-10T22:46Z [---] followers, [--] engagements


"@SuhailMohebi Been lots of time. Not speaking of it ignorantly. What I like tends to get knocked down when I next visit"  
[X Link](https://x.com/hannibalspeaks/status/2022009369546932615)  2026-02-12T18:06Z [---] followers, [--] engagements


"@SuhailMohebi Its basically Las Vegas appeals to a shallow time of person with no deep scruples and the deeply impoverished masses of the world"  
[X Link](https://x.com/hannibalspeaks/status/2022010264779206923)  2026-02-12T18:09Z [---] followers, [--] engagements


"@SuhailMohebi Great vision to make that a success and superb marketing. However its built on a cowardly betrayal of noble values Emiratis once the most noble of Arabs will produce kids hooked on liquor and Russian hookers"  
[X Link](https://x.com/hannibalspeaks/status/2022011348931260738)  2026-02-12T18:14Z [---] followers, [--] engagements


"@SuhailMohebi Again no disrespect to the expats there but is it that great or are the regional centres is attracts skilled workers from (Egypt Lebannon Syria) just so dysfunctional that a civic state that works seems like Nirvana"  
[X Link](https://x.com/hannibalspeaks/status/2022014200890241486)  2026-02-12T18:25Z [---] followers, [---] engagements


"@SuhailMohebi True. A wise mentor advised Dubai is a place to go when you already have wealth and want to store/enjoy it. It's not a place to make wealth - don't believe the pyramid marketers on youtube hyping property/service businesses"  
[X Link](https://x.com/hannibalspeaks/status/2022015925139255403)  2026-02-12T18:32Z [---] followers, [---] engagements


"Disagree. If you can do you own thinking and approach each set-up with fresh eyes there is abundant value. Sell side analysts and BioX is usually late to the party. $NKTR and $ABVX became darlings when most of the price movement had happened. No one was talking about $TERN. Random thought. [----] isn't going to be easy. April [----] provided opportunities. $ptgx $bbio $rvmd etc that doubled then $nktr $abvx that went 5-15x some good premium buyouts $cdtx $mrus $itci $rna Not to be naysayer I guess [----] will be ok if make 30-50% returns Random thought. [----] isn't going to be easy. April 2025"  
[X Link](https://x.com/hannibalspeaks/status/2004665702855348560)  2025-12-26T21:28Z [---] followers, 15K engagements


"This is massive news. Amgen who have invested billions into OX40 have essentially washed their hands of it. Remember they paid $400m upfront and funded a gigantic ph3 program. $NKTR looks prime here if their management can be trusted not to F up a deal. $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY $AMGN hands back ox40 rocat back to kyowa https://t.co/BR6AwYU4iF $SNY"  
[X Link](https://x.com/hannibalspeaks/status/2017230961595867347)  2026-01-30T13:38Z [---] followers, [----] engagements


"I made money on the $ALMS binary. But can we get real the improved efficacy is because of the higher dosing at BD. The other TYK inhibitors maximized convenience over dose saturation. Psoriasis market is saturated. Even in SLE it will compete with BMS who will be F2M. $ALMS Back to [--]. All dips. $ALMS Back to [--]. All dips"  
[X Link](https://x.com/hannibalspeaks/status/2018437400066670970)  2026-02-02T21:32Z [---] followers, [----] engagements


"TYK2 sales in psoriasis currently $300m. If you assume $ALMS will capture 100% market share and then double that market you can get the current MC to make sense with a DCF model"  
[X Link](https://x.com/hannibalspeaks/status/2018453546723942686)  2026-02-02T22:36Z [---] followers, [---] engagements


"@financebully So your valuation model relies on comparison to a different class of medication with much broader licensing"  
[X Link](https://x.com/hannibalspeaks/status/2018456334950371544)  2026-02-02T22:47Z [---] followers, [--] engagements


"@biotechsanya2 OK so your model has a $ALMS' TYK2 doing 5X the current class sales despite an incumbent and further competition from Takeda's Zasocitinib who will actually have H2H data vs Sotyktu. $ALMS is going to need one hell of a sales team"  
[X Link](https://x.com/hannibalspeaks/status/2018564790831230989)  2026-02-03T05:58Z [---] followers, [---] engagements


"@biotechsanya2 There's no thesis here. Just back and forth about sales trajectories and valuations - X is for debate right Are you saying we can't debate this without getting but hurt $ALMS peak sales of $1.5B depends on projection not precedent and discount competition and pricing pressure"  
[X Link](https://x.com/hannibalspeaks/status/2018572316742160890)  2026-02-03T06:28Z [---] followers, [---] engagements


"@biotechsanya2 I suppose the META in the $ALMS/$PTGX debate is whether people really desire an oral psoriasis drug and whether payers will pay premium for these drugs as the trusted and reliable biologics come off patent/go generic"  
[X Link](https://x.com/hannibalspeaks/status/2018574762017186092)  2026-02-03T06:38Z [---] followers, [---] engagements


"@Biotenic Disagree. A short is inherently more sinister. Its wishing for the downfall of another which may extend to manipulation to that end (see SLNO). Folks who are predominantly short are dark souls"  
[X Link](https://x.com/hannibalspeaks/status/2019459734588305489)  2026-02-05T17:14Z [---] followers, [---] engagements


"Can any of the oncologists/chemists I follow with a view on $AVBP please get in touch"  
[X Link](https://x.com/hannibalspeaks/status/2020565062633542127)  2026-02-08T18:27Z [---] followers, [----] engagements


"Next price target for $NKTR is $68 by end of week. This aligns well with technicals and post dilution EV of [---] billion (including a hair cut for mgmt 'ick' factor)"  
[X Link](https://x.com/hannibalspeaks/status/2021584559976878165)  2026-02-11T13:58Z [---] followers, [----] engagements


"Understanding SALT scores. https://open.substack.com/pub/distressedequity/p/understanding-salt-scoresr=4va4b3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/distressedequity/p/understanding-salt-scoresr=4va4b3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/hannibalspeaks/status/2021955056506220922)  2026-02-12T14:30Z [---] followers, [---] engagements


"Actually when you consider tax on royalty payouts its more efficient to reinvest the cash in pipelines but it depends on the company being able to successfully bring drugs to market. 3/x I wonder if there are any executives out there watching $ANAB and realizing their stock might trade incredibly well if they separate valuable assets into shareholders hands and stop pissing them into the wind Totally not tagging $PTGX to create a RoyaltyCo. 3/x I wonder if there are any executives out there watching $ANAB and realizing their stock might trade incredibly well if they separate valuable assets"  
[X Link](https://x.com/hannibalspeaks/status/2021973248884523478)  2026-02-12T15:42Z [---] followers, [----] engagements


"@avidresearch You stop the drug and patient remains flare free for [--] year plus. Currently you stop effective drugs you have improved the skin barrier so you get 3-6 good months but after that the eczema returns. Exception is patients who have been clear for a few years on drug"  
[X Link](https://x.com/hannibalspeaks/status/2022299898180251653)  2026-02-13T13:20Z [---] followers, [---] engagements


"My price predictions for $NKTR on day of data and for end of week have all been accurate. The next target is $95 though harder to put an exact time on this"  
[X Link](https://x.com/hannibalspeaks/status/2022352696913903936)  2026-02-13T16:50Z [---] followers, [----] engagements


"The rule is valid 60% of the time. There are some managements brazen enough to try and announce/spin bad data. $NKTR AA a noted recent example. $OCUL data Tuesday based on the rule of companies dont pre announce that they will announce bad news rule you should buy though $OCUL is somewhat unique in that there are levels of "positive" data which could cause stock to drop anyway $OCUL data Tuesday based on the rule of companies dont pre announce that they will announce bad news rule you should buy though $OCUL is somewhat unique in that there are levels of "positive" data which could cause"  
[X Link](https://x.com/hannibalspeaks/status/2022467950393868757)  2026-02-14T00:28Z [---] followers, [----] engagements


"@coltpdx A French 12-year old knows the full verb conjugation system with all irregulars without a single formal lesion in how it works or why. They did not need structured instruction but internalized these structures unconsciously through their language instinct"  
[X Link](https://x.com/hannibalspeaks/status/2022799555511660652)  2026-02-14T22:26Z [---] followers, [--] engagements


"@coltpdx When they think of a verb they have an innate sense of what is correct. This automaticity is the hall mark of the native speaker"  
[X Link](https://x.com/hannibalspeaks/status/2022800072358899944)  2026-02-14T22:28Z [---] followers, [--] engagements


"There is no reason why a dude with excess resources should be limited to one household. Buffet had two wives. Its not like state is footing the bill and they have the resources so all the kids are taken care of. @elonmusk So target is six wives.4 done [--] more to go @elonmusk So target is six wives.4 done [--] more to go"  
[X Link](https://x.com/hannibalspeaks/status/2022839458668634206)  2026-02-15T01:04Z [---] followers, [---] engagements


"@AaronRosenblum5 Valid point about making it harder to enroll. Also a very American attitude which cuts both ways. US Placebo is so sky high probably because US patients probably get extra non-disclosed treatments on the side"  
[X Link](https://x.com/hannibalspeaks/status/1986854607310455179)  2025-11-07T17:53Z [---] followers, [---] engagements


"The ITT adjustment for this new $NKTR data is easy to do. You just assume the dropouts were negative and add them back to the W40 outcomes. Can someone on Biox please do that and post updated figures. (I've already written a detailed pitch for free this weekend.)"  
[X Link](https://x.com/hannibalspeaks/status/1987306988695408944)  2025-11-08T23:51Z [---] followers, [----] engagements


"Best way to think of AA for $NKTR is as a free shot at goal not priced in. My revised PoS is 25%. Failure would raise attention to lack of ph3 funding for AD and likely put short term pressure on valuation"  
[X Link](https://x.com/hannibalspeaks/status/1989011768622862460)  2025-11-13T16:45Z [---] followers, [----] engagements


"As a community we need to punish block and shun blatant rampers like this. Statements need to be supported by evidence or rationale. Whos man is this $NKTR AA hits stat sig almost Asuredly. 80/20 probability. PBO is extremely 👀low $NKTR AA hits stat sig almost Asuredly. 80/20 probability. PBO is extremely 👀low"  
[X Link](https://x.com/hannibalspeaks/status/1989047998236508579)  2025-11-13T19:09Z [---] followers, [----] engagements


"$VTYX deal confirmed. $14 a share official press release. https://finviz.com/news/269962/lilly-to-acquire-ventyx-biosciences-to-advance-oral-therapies-targeting-inflammatory-mediated-diseases https://finviz.com/news/269962/lilly-to-acquire-ventyx-biosciences-to-advance-oral-therapies-targeting-inflammatory-mediated-diseases"  
[X Link](https://x.com/hannibalspeaks/status/2009013173882658987)  2026-01-07T21:24Z [---] followers, [---] engagements


"This is why AI and biotwitter will never transcend slow research. The key fact is often a footnote or subtle detail. @A_May_MD picked up early continuation arm data with $ABVX and correctly calculated that one missing patient skewed $NKTR phase 1b"  
[X Link](https://x.com/hannibalspeaks/status/1947771936009798011)  2025-07-22T21:33Z [---] followers, 10.3K engagements


"@TTRAmyloid No rezpeg was phase [--] trial with good but limited phase [--] data with [--] years to registration. $ABVX was a registrational trial with higher quality phase [--] data with [--] years to commercial launch in a more lucrative space"  
[X Link](https://x.com/hannibalspeaks/status/1948052083665518885)  2025-07-23T16:06Z [---] followers, [---] engagements


"Catalysts for $NKTR/Value/Present Value(POS): [--]. LLY settlement/400-600M/300M (60%) [--]. Partner for funded phase [--] AD /500M /100M(20%) [--]. Buyout /1B/200m(20%) [--]. AA trial hits/500m/50m(10%) [--]. rezpeg induces AD remission off drug/500m/150m(30%)"  
[X Link](https://x.com/anyuser/status/1954301483245310011)  2025-08-09T21:59Z [---] followers, [---] engagements


"@inshatters1 @seedy19tron Seedy is right. Take notes on peoples stance on Atyr. Its a barometer of who understands data analysis. There is only one rational conclusion"  
[X Link](https://x.com/hannibalspeaks/status/1963711452067639458)  2025-09-04T21:11Z [---] followers, [---] engagements


"There has never been so much collective brain power wasted as on $ATYR which is an obvious pass [--] minutes into DD. I say pass because I don't advocate shorts due to ethical reasons and exposure to extreme tail risks"  
[X Link](https://x.com/hannibalspeaks/status/1965180009351614809)  2025-09-08T22:26Z [---] followers, [----] engagements


"$crbp needs some close DD. Oral CB1 inhibitor that may be better than the one $NVO invested over a billion in. Proven mechanism for weight loss at levels in in line with oral GLP1 but with economics of a small molecule"  
[X Link](https://x.com/hannibalspeaks/status/1967698574302663141)  2025-09-15T21:14Z [---] followers, [----] engagements


"There is a chance of non-inferiority by [--] weeks. Dupilumab works faster but plateaus earlier. We need more data points but the rezpeg curve has not plateaued by week [--]. $NKTR"  
[X Link](https://x.com/hannibalspeaks/status/1968670922543337653)  2025-09-18T13:38Z [---] followers, [----] engagements


"@Banana_Oncology We're talking alleged sabotage of a billion dollar drug. They would be lucky to settle for $400 million while they can"  
[X Link](https://x.com/hannibalspeaks/status/1968690228555554865)  2025-09-18T14:55Z [---] followers, [---] engagements


"You have to respect the work ethic and humor of these $nktr trolls. Indefatigable. $nktr @A_May_MD right now https://t.co/DYT8Ci7WdW $nktr @A_May_MD right now https://t.co/DYT8Ci7WdW"  
[X Link](https://x.com/hannibalspeaks/status/1968727638752547308)  2025-09-18T17:23Z [---] followers, [---] engagements


"@smiuffy People need to take notes on names. Massive intellectual dishonesty. Would be better if they owned and learned from the mistake. Similar thing to company management"  
[X Link](https://x.com/hannibalspeaks/status/1969213639954518373)  2025-09-20T01:34Z [---] followers, [---] engagements


"@Banana_Oncology Key thing is the crossover placebo cohort replicated exactly the response of other treatment cohorts. Nail in the coffin for LLY as there is no way rezpeg is not active"  
[X Link](https://x.com/hannibalspeaks/status/1969445270174773647)  2025-09-20T16:55Z [---] followers, [---] engagements


"$prax ; I can't trust a company that runs an open label trial with no placebo group: no placebo = non interpretable data. $RAPP data was solid and their device results in supremely accurate measurements trumping self-reported data"  
[X Link](https://x.com/hannibalspeaks/status/1970429995987116131)  2025-09-23T10:08Z [---] followers, [----] engagements


"Folks holding $NKTR like Darwin holding $INSM. #showyournuts @seedy19tron @Taintslapp12283"  
[X Link](https://x.com/anyuser/status/1970904440552235100)  2025-09-24T17:33Z [---] followers, [----] engagements


"@Taintslapp12283 @iotaresearch It either gets bought out or they raise to registration. There is upside if Crohn's phase [--] hits and from UC extention data. Strong margin of safety in some sense stronger than $NKTR because they have passed phase [--] induction"  
[X Link](https://x.com/hannibalspeaks/status/1971132187744535006)  2025-09-25T08:38Z [---] followers, [---] engagements


"A generational opportunity implies a 20x or return. It will turn a few thousand dollars into hundreds of thousands tens of thousands into millions. 2x or 3x is not generational can we stop abusing words"  
[X Link](https://x.com/hannibalspeaks/status/1971246993575174518)  2025-09-25T16:14Z [---] followers, [---] engagements


"AI is a productivity fix not a creativity fix. It makes creative people more productive. Say you have a video Ad idea before you needed $000s to execute now there is instant execution at minimal cost"  
[X Link](https://x.com/hannibalspeaks/status/1971565636154474814)  2025-09-26T13:20Z [---] followers, [---] engagements


"@TCellEngager They bought the stock at [--] handle"  
[X Link](https://x.com/hannibalspeaks/status/1972339478938452263)  2025-09-28T16:35Z [---] followers, [----] engagements


"@RNAiAnalyst This is too long: they're f**ked"  
[X Link](https://x.com/hannibalspeaks/status/1972352949348368476)  2025-09-28T17:29Z [---] followers, [---] engagements


"@WassimLaroussi3 Sorry it was a complete failure. The primary end point was not met. It's not fair that Humira/Consentyx and Bimi all had to meet their end point but SLK doesn't. Point of two trials is to prove one positive result wasn't a fluke the outcome casts doubt on drug overall"  
[X Link](https://x.com/hannibalspeaks/status/1972427168996376871)  2025-09-28T22:24Z [---] followers, [---] engagements


"$ATYR told you who was incompetent. $MLTX shows you who is meticulous"  
[X Link](https://x.com/hannibalspeaks/status/1972451312534278282)  2025-09-29T00:00Z [---] followers, [----] engagements


"Sold half $NKTR. Still bullish but was too overweight. Now have a BVF/Cormorant size holding"  
[X Link](https://x.com/anyuser/status/1972712993205940384)  2025-09-29T17:20Z [---] followers, [---] engagements


"What people are missing is that $ZURA's hs candidate was a throwaway molecule like $MLTX's. Do you think big pharma throwaway molecules that have promise"  
[X Link](https://x.com/hannibalspeaks/status/1973121842283159832)  2025-09-30T20:24Z [---] followers, [----] engagements


"So Merck had SLK in development for nearly a decade and conducted a phase 2B in psoriasis but still disregarded the molecule. Who wants a bet there is an internal document somewhere concluding drug would not be marketable in HS. @tuduni90782 @RNAiAnalyst History matters:"  
[X Link](https://x.com/anyuser/status/1973130335639535827)  2025-09-30T20:58Z [---] followers, [----] engagements


"$ENTA read out post-mortem: Initial sell off due to misunderstanding of implications of data when topline missed. However stock doubled as late buyers digested potential. Topline missed but drug clearly effective and beneficial to highest risk pts"  
[X Link](https://x.com/hannibalspeaks/status/1973476569621602478)  2025-10-01T19:54Z [---] followers, [---] engagements


"@seedy19tron @A_May_MD Seedy charities generally have sky high admin cost we should go and drill wells somewhere ourselves"  
[X Link](https://x.com/hannibalspeaks/status/1973798880052383758)  2025-10-02T17:14Z [---] followers, [---] engagements


"@seedy19tron is literally running a one man welfare service . Holidays and house extensions being financed with his calls 😅"  
[X Link](https://x.com/hannibalspeaks/status/1974444930056761477)  2025-10-04T12:02Z [---] followers, [----] engagements


"@Taintslapp12283 @Andre_AGTC @GeneInvesting @cigs1234 @RNAiAnalyst @A_May_MD The troll who could"  
[X Link](https://x.com/hannibalspeaks/status/1974485422722998503)  2025-10-04T14:43Z [---] followers, [---] engagements


"This is $NKTRs mechanism of action. Treg modulation. Layman's explantion of Treg Nobel: https://t.co/3HUhVzo1nl Layman's explantion of Treg Nobel: https://t.co/3HUhVzo1nl"  
[X Link](https://x.com/hannibalspeaks/status/1975147371546960268)  2025-10-06T10:33Z [---] followers, [----] engagements


"@Biotenic @seedy19tron @A_May_MD @AaronRosenblum5 @RNAiAnalyst @Sanctuary_Bio @Biohazard3737 As with $NKTR historic trial failures may have left sour taste in investors leading to a misvaluation. Company failed keenly anticipated trial in CD"  
[X Link](https://x.com/hannibalspeaks/status/1975237822664577257)  2025-10-06T16:32Z [---] followers, [----] engagements


"Apogee will be the next $MLTX"  
[X Link](https://x.com/anyuser/status/1976014432556978185)  2025-10-08T19:58Z [---] followers, [----] engagements


"Investing in bio without the binaries is like going to a non-alcoholic bar. just saying"  
[X Link](https://x.com/hannibalspeaks/status/1977122949778874777)  2025-10-11T21:23Z [---] followers, [----] engagements


"@RNAiAnalyst Dirk blink twice if you need help"  
[X Link](https://x.com/hannibalspeaks/status/1977142191727247860)  2025-10-11T22:40Z [---] followers, [---] engagements


"Skye Bioscience CEO Punit Dhillon's total compensation was approximately $6.14 million in [----]. The compensation for Abivax's CEO Marc M. de Garidel is [------] annually ($1 = $1.16)"  
[X Link](https://x.com/hannibalspeaks/status/1977485679668945150)  2025-10-12T21:25Z [---] followers, [----] engagements


"I'm tired of endless $NKTR chatter; nobody wants to discuss $VTYX or $TERN"  
[X Link](https://x.com/anyuser/status/1979675265841422827)  2025-10-18T22:25Z [---] followers, [----] engagements


"Most of the $NKTR chatter is nervous retail looking for confirmation bias. It's an extremely comfortable hold if you understand the M&A comps AtD TAM and the unique science"  
[X Link](https://x.com/hannibalspeaks/status/1979677529964478687)  2025-10-18T22:34Z [---] followers, [----] engagements


"Personally on biotwitter I want to hear counter theses to stocks owned and to learn of new stocks. Not interested in group therapy to feel good about buys. $NKTR"  
[X Link](https://x.com/hannibalspeaks/status/1979690459770532062)  2025-10-18T23:26Z [---] followers, [----] engagements


"@LogicalThesis They will need 700-1000 patients over two ph3 trials. FDA may neccistate enrollment of some biologic experienced patients. Going to be expensive they have a dirty rep after $LLY and failed trial mitigating again partnership. May result in dilutive financing"  
[X Link](https://x.com/anyuser/status/1979950973754696029)  2025-10-19T16:41Z [---] followers, [---] engagements


"@LogicalThesis To clarify Nektar has blown up [--] x billion dollar big pharma partnerships. With LLY and Merck. These were well publiced and if there is a big pharma black list they're on it. Current litigation is a further bad look - fairly or unfairly"  
[X Link](https://x.com/anyuser/status/1979952808523682065)  2025-10-19T16:48Z [---] followers, [---] engagements


"Inflammation is a side effect of obesity not the cause as $VTYX readout highlights"  
[X Link](https://x.com/anyuser/status/1981103858589061274)  2025-10-22T21:02Z [---] followers, [---] engagements


"@drug_smolecules This is what a lot of people don't get. But there's existing IL-1 inhibitors they say. not as oral compounds though. $VTYX could price at half the cost takover the market and and make more profit than mab producers"  
[X Link](https://x.com/hannibalspeaks/status/1981105150266921061)  2025-10-22T21:07Z [---] followers, [---] engagements


"Bullish thesis $VTYX: - hit on pericarditis (worth $3-4) (60%-80 PoS) - Sanofi buy's the company for $1.2 - [---] Billion (50% PoS) - Breakthrough designation acheived. - If no buyout company pivots to I&I: RP & HS make sense as cash cows. Small phase [--] for RP N=200"  
[X Link](https://x.com/hannibalspeaks/status/1982078982662353126)  2025-10-25T13:37Z [---] followers, [----] engagements


"@pawcio2009 @seedy19tron @A_May_MD @trade_acct_17 $VTYX has a huge catalyst before year end. Potential to double the price it could end up as #2. I recently pitched it"  
[X Link](https://x.com/anyuser/status/1984777167746842951)  2025-11-02T00:18Z [---] followers, [---] engagements


"@Biohazard3737 We need a name"  
[X Link](https://x.com/hannibalspeaks/status/1986145623943286821)  2025-11-05T18:56Z [---] followers, [---] engagements


"My next pitch is $ANAB. 50% chance it hits in UC. Immediate upside 200% vs 10-20% down. Huge assymetrical play with no threat to capital. $MLTX/$ABIVAX were both plays where you loose 90% on negative readout a priori. With downside protection $ANAB is one to load up on"  
[X Link](https://x.com/hannibalspeaks/status/1986194109158064479)  2025-11-05T22:09Z [---] followers, [----] engagements


"@seedy19tron What company isn't confident about a readout Isn't it a blinded trial how would they know the outcome (NKTR)"  
[X Link](https://x.com/hannibalspeaks/status/1986568530808947185)  2025-11-06T22:57Z [---] followers, [----] engagements


"$NKTR indicated that ph3 induction phase will be [--] weeks not [--]. We predicted this would be case though I don't think it's ethical to have a patient on placebo for that long. They sound bullish on AA which is difficult to blind for"  
[X Link](https://x.com/hannibalspeaks/status/1986841969713201472)  2025-11-07T17:03Z [---] followers, [----] engagements


"@dtklp1 very good point. even raw numbers of who entered what follow-up gives the game away. Thank you for highlighting that"  
[X Link](https://x.com/hannibalspeaks/status/1986845321138233406)  2025-11-07T17:16Z [---] followers, [----] engagements


"In a large trial a few months before read out it is very difficult for company to not have some idea what direction readout is looking. Company psychology useful if there a long track record of behaviour to observe"  
[X Link](https://x.com/hannibalspeaks/status/1986846481513689229)  2025-11-07T17:21Z [---] followers, [----] engagements


"Here's the long version of the $ANAB pitch. https://distressedequity.substack.com/p/what-if-the-next-abivax-is-hiding https://distressedequity.substack.com/p/what-if-the-next-abivax-is-hiding"  
[X Link](https://x.com/anyuser/status/1986994948848197900)  2025-11-08T03:11Z [---] followers, [----] engagements


"⚠Data to be viewed with caution due to high drop out rate. Probably overestimates deepening efficacy as slow responders already fed up with [--] months of placebo are probably overestimated in those dropping out. $NKTR looking good with the mature data https://t.co/RgGEYtTWUR $NKTR looking good with the mature data https://t.co/RgGEYtTWUR"  
[X Link](https://x.com/hannibalspeaks/status/1987297787076034882)  2025-11-08T23:14Z [---] followers, [----] engagements


"I know this is going to anger $NKTR bulls but data needs to be viewed critically"  
[X Link](https://x.com/hannibalspeaks/status/1987297954139349025)  2025-11-08T23:15Z [---] followers, [----] engagements


"Data 101: loss of patients is one of the biggest causes of bias in a dataset. $NKTR their losing nearly 20% of the cohort"  
[X Link](https://x.com/hannibalspeaks/status/1987300326123446485)  2025-11-08T23:24Z [---] followers, [----] engagements


"Rezpeg is not as effective as dupi but can differentiate itself by safety and durability of effect. $NKTR would do better to find biomarkers of response that could be used to predict responders rather than prolong the trial to [--] weeks in the hope of catching up with Dupi"  
[X Link](https://x.com/hannibalspeaks/status/1987302568813351113)  2025-11-08T23:33Z [---] followers, [----] engagements


"@basadomente It's also practical because if response is binary rather than time dependent why waste money with a much larger induction time frame"  
[X Link](https://x.com/hannibalspeaks/status/1987308298639429761)  2025-11-08T23:56Z [---] followers, [---] engagements


"Whats the average hiscr [--] placebo response what happens when you subtract that from $IFRX data. Bonus: what is the expected error of mean for their per dose cohort sample size"  
[X Link](https://x.com/hannibalspeaks/status/1987870831733825679)  2025-11-10T13:11Z [---] followers, [----] engagements


"$ANAB readout negative. Downside 15% so in range expected. Was an asymmetrical trade so 5% hit to portfolio despite large position (30%). Disappointing but its an odds game and there was no catastrophic loss. No regrets"  
[X Link](https://x.com/hannibalspeaks/status/1987930699362422978)  2025-11-10T17:09Z [---] followers, [----] engagements


"$ABVX has replaced my savings account to be honest. Implied APR beats what any bank can offer and you have the chance of a 40%+ bonus"  
[X Link](https://x.com/hannibalspeaks/status/1987981096655745095)  2025-11-10T20:30Z [---] followers, [----] engagements


"Formalising pitches in writing has been super helpful. Most often this leads to bigger position. Appreciate all who gave feedback on $ANAB"  
[X Link](https://x.com/anyuser/status/1988324090982367732)  2025-11-11T19:12Z [---] followers, [---] engagements


"@seedy19tron strongest line of argument is parallel to dupixent but requires adjusting for kinetics of response. Dupi was used at double the dose in AA. since my original DD its has become clearer that rezpeg phenocopies dupi"  
[X Link](https://x.com/hannibalspeaks/status/1988837606491033685)  2025-11-13T05:13Z [---] followers, [---] engagements


"Beyond a vague mechanistic argument about Tregs strongest argument is that Dupi appears to work in AA and rezpeg is working in similar type [--] indications"  
[X Link](https://x.com/hannibalspeaks/status/1989012691046842756)  2025-11-13T16:49Z [---] followers, [---] engagements


"Folks need to understand difference between signs of efficacy and hitting a regulatory endpoint in a pivotal trial. Genius of Galderma/Nemo was to reframe itch response as they key outcome. Don't see rezpeg hitting on SALT20"  
[X Link](https://x.com/hannibalspeaks/status/2001046754548981854)  2025-12-16T21:48Z [---] followers, [---] engagements


"Can anyone with weekly script data for $PTHS please DM me"  
[X Link](https://x.com/hannibalspeaks/status/2002496422055461285)  2025-12-20T21:48Z [---] followers, [---] engagements


"There are forensic issues with the $NKTR AA data notwithstanding the lack of stat sig at a sample size where you would expect it there is no dose response and minimal seperation between severe and very severe groups running contrary to basically most peer studies"  
[X Link](https://x.com/hannibalspeaks/status/2003182845666427156)  2025-12-22T19:16Z [---] followers, 11K engagements


"@Tintincapital IPOs can be lucrative especially government ones. The Dubai property companies have had lucrative returns. Its undercovered and inefficient creating room for alpha. You might need a trip to setup trading accounts/bank accounts"  
[X Link](https://x.com/hannibalspeaks/status/2017589184450465860)  2026-01-31T13:22Z [---] followers, [---] engagements

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