# ![@jawnzilla Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1912348949261807616.png) @jawnzilla Kevin

Kevin posts on X about $srfm, $lasr, $nktr, $qure the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1912348949261807616/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1912348949261807616/c:line/m:interactions.svg)

- [--] Week [------] +846%
- [--] Month [-------] -36%
- [--] Months [---------] -89%
- [--] Year [----------] -4%

### Mentions: [--] [#](/creator/twitter::1912348949261807616/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1912348949261807616/c:line/m:posts_active.svg)

- [--] Week [--] -21%
- [--] Month [---] -79%
- [--] Months [-----] +301%
- [--] Year [-----] +8,689%

### Followers: [---] [#](/creator/twitter::1912348949261807616/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1912348949261807616/c:line/m:followers.svg)

- [--] Week [---] +5.10%
- [--] Month [---] +22%
- [--] Months [---] +180%

### CreatorRank: [-------] [#](/creator/twitter::1912348949261807616/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1912348949261807616/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.33% [cryptocurrencies](/list/cryptocurrencies)  16.24% [finance](/list/finance)  15.38% [technology brands](/list/technology-brands)  9.4% [social networks](/list/social-networks)  5.13% [countries](/list/countries)  2.56% [celebrities](/list/celebrities)  0.85% [automotive brands](/list/automotive-brands)  0.85% [financial services](/list/financial-services)  0.85%

**Social topic influence**
[$srfm](/topic/$srfm) 11.97%, [$lasr](/topic/$lasr) #32, [$nktr](/topic/$nktr) #64, [$qure](/topic/$qure) #5, [$beta](/topic/$beta) #34, [$joby](/topic/$joby) 5.13%, [$irdm](/topic/$irdm) #44, [$velo](/topic/$velo) 4.27%, [strong](/topic/strong) 4.27%, [$baer](/topic/$baer) 3.42%

**Top accounts mentioned or mentioned by**
[@deptofwars](/creator/undefined) [@deptofwar](/creator/undefined) [@tbpn](/creator/undefined) [@polarizinglit](/creator/undefined) [@3primeanalytica](/creator/undefined) [@kevinlmak](/creator/undefined) [@cellcellpress](/creator/undefined) [@sunvmikey](/creator/undefined) [@mashreez](/creator/undefined) [@tradernorway](/creator/undefined) [@mbwilson2018](/creator/undefined) [@the_hunter55301](/creator/undefined) [@atlasshrug1](/creator/undefined) [@iwannabeforeve1](/creator/undefined) [@junglestocks](/creator/undefined)

**Top assets mentioned**
[Surf Air Mobility Inc. (SRFM)](/topic/$srfm) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [uniQure N.V. (QURE)](/topic/$qure) [Beta Finance (BETA)](/topic/$beta) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Velo (VELO)](/topic/$velo) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [QuantumScape Corporation (QS)](/topic/$qs) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Fluidity (FLY)](/topic/$fly) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Archer Aviation Inc. (ACHR)](/topic/$achr) [KULR Technology Group, Inc. (KULR)](/topic/kulr) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Planet Labs PBC (PL)](/topic/$pl) [NovaDEX (NVX)](/topic/$nvx) [QQCoin (QQ)](/topic/$qq) [MobileCoin (MOB)](/topic/$mob) [Alien Base (ALB)](/topic/$alb) [Array Technologies, Inc. (ARRY)](/topic/$arry) [BETA Technologies, Inc. (BETA)](/topic/beta-technologies) [Bitcoin (BTC)](/topic/bitcoin) [Fetch (FET)](/topic/$fet) [Unusual Machines, Inc (UMAC)](/topic/$umac)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$LASR I don't own enough. Gonna sell some iffy positions and load more if I can soon. The more I dig into $LASR the more I am blown away Here is an excerpt from the report I'm writing up: The U.S. Department of Defense is currently pushing to scale laser power from the 50kW level used for small drones to the 1-megawatt (MW) milestone. Reaching 1MW is considered The more I dig into $LASR the more I am blown away Here is an excerpt from the report I'm writing up: The U.S. Department of Defense is currently pushing to scale laser power from the 50kW level used for small drones to the 1-megawatt"  
[X Link](https://x.com/jawnzilla/status/2020596792812064922)  2026-02-08T20:33Z [---] followers, [---] engagements


"One might consider that if even the slowest progressors progress (statistically significantly) faster than the treated AMT-130 patients we have a clear case that the drug works"  
[X Link](https://x.com/jawnzilla/status/2022718954570158503)  2026-02-14T17:05Z [---] followers, [---] engagements


"Disclaimer: Im a retail investornot a licensed advisor broker or CPAand Im not registered to provide investment legal or tax guidance. Tweets are personal opinion and for discussion only; information may be incomplete or outdated. I may hold positions mentioned. Some of my content is highly speculative brainstorming and should not be construed as hard facts. https://twitter.com/i/web/status/2008505116660220107 https://twitter.com/i/web/status/2008505116660220107"  
[X Link](https://x.com/jawnzilla/status/2008505116660220107)  2026-01-06T11:45Z [---] followers, [----] engagements


"$LASR $VELO 12) our lasers are core to the production of most of the key rocket engines that are being built today that are 3D-printed metal rocket engines. 13) from that chip itself to the complete system there was a host of things we're doing to get the heat out 7/10 12) our lasers are core to the production of most of the key rocket engines that are being built today that are 3D-printed metal rocket engines. 13) from that chip itself to the complete system there was a host of things we're doing to get the heat out 7/10"  
[X Link](https://x.com/jawnzilla/status/2021780813659140418)  2026-02-12T02:58Z [---] followers, [---] engagements


"Let's consider two facts: - $QURE went with a novel trial design wherein they have no placebo (basically barbaric to do with a lengthy invasive brain infusion procedure in a devastating and fast moving disease like Huntington) and rely on real world data from actual Huntington patients that have demographics comparable to those of trial patients. - New Bayesian guidance seems to QUITE explicitly allow for use of real world data as a prior probability. https://twitter.com/i/web/status/2022531983310537130 https://twitter.com/i/web/status/2022531983310537130"  
[X Link](https://x.com/jawnzilla/status/2022531983310537130)  2026-02-14T04:42Z [---] followers, [----] engagements


"$VKTX "Oral peptide update the fastest drug launch in history" I think orals GLP's will 10x the SC market in time. $VKTX is the obvious winner here it's just going to take time but at $29 I see one of the best r/r out there. Adding size daily. "Oral peptide update the fastest drug launch in history" I think orals GLP's will 10x the SC market in time. $VKTX is the obvious winner here it's just going to take time but at $29 I see one of the best r/r out there. Adding size daily"  
[X Link](https://x.com/jawnzilla/status/2022735700873855058)  2026-02-14T18:12Z [---] followers, [---] engagements


"Looking at SPACs a little to see ones that could zombie back. Look at $PL. Then look at $BAER and $LNZA"  
[X Link](https://x.com/jawnzilla/status/1999820255804157968)  2025-12-13T12:34Z [---] followers, [---] engagements


"$NVX back to top of buy list it goes. Random but related: Chattanooga is going to be a powerhouse in the middle of the US. Appearing more & more $NVX is one of the few real shots at large scale synthetic graphite anode supply in North America. DOE has a conditional commitment for up to $754.8M for its TN expansion and NVX already has binding offtakes with Panasonic plus VW PowerCo. They just hit a Appearing more & more $NVX is one of the few real shots at large scale synthetic graphite anode supply in North America. DOE has a conditional commitment for up to $754.8M for its TN expansion and"  
[X Link](https://x.com/jawnzilla/status/2007173726413152428)  2026-01-02T19:34Z [---] followers, [---] engagements


"I mean SurfOS is literally ShipOS for planes. and it's also made by Palantir alongside $SRFM. There's no mystery or speculation here. Surf has contracts lined up with Regent and already has quasi-seaplanes. They also have ample IndoPac regional flight data for training. And deep investment from Palantir. Both ShipOS and SurfOS are quite painfully aligned to new guidance on production efficiency seamless JIT type delivery as needed. https://www.whitehouse.gov/presidential-actions/2026/01/prioritizing-the-warfighter-in-defense-contracting/ http://Electra.aero"  
[X Link](https://x.com/jawnzilla/status/2010914170279968835)  2026-01-13T03:17Z [---] followers, [----] engagements


"$QQ $QNTQY QinetiQ keeps getting more interesting by the day. QinetiQ keeps getting more interesting by the day"  
[X Link](https://x.com/jawnzilla/status/2011125655690219702)  2026-01-13T17:18Z [---] followers, [---] engagements


"Operation $SRFM and $OPTT Shakeout underway"  
[X Link](https://x.com/jawnzilla/status/2011865819458801777)  2026-01-15T18:19Z [---] followers, [---] engagements


"It's getting pretty "found" but I am trying to dig in more on HELWs and forced energy. One name not getting much pop: did you know $AERG is on one of the Golden Dome lists Have not seen anyone mention it on here yet. See the Dec [--] publication. The TA looks tremendous from a simple glance at the weekly. I initiated a nice starter on Friday doing the DD. https://sam.gov/workspace/contract/opp/22bd56e58c4e471c87444e6a203c20e7/view Adding on: $DRO.ax $AMPG $MCRY $MOB $MOBX $ELS.ax $GILT 1) safe/secure protocols for friendly drones 2) track & detect (sensors) 3) "soft kill" (RF jam beam steering)"  
[X Link](https://x.com/jawnzilla/status/2012546291348189641)  2026-01-17T15:23Z [---] followers, [----] engagements


"Didn't realize $BETA went public Seeing a lot of likes on BETA posts from my $SRFM LinkedIn follows. The eVTOL trade no one is watching: $BETA. Better risk/reward than $JOBY $ACHR $EH. https://t.co/3kKqqPyyov The eVTOL trade no one is watching: $BETA. Better risk/reward than $JOBY $ACHR $EH. https://t.co/3kKqqPyyov"  
[X Link](https://x.com/jawnzilla/status/2012726262679093310)  2026-01-18T03:18Z [---] followers, [---] engagements


"$KULR scratch DD https://x.com/i/status/2000551358206775752 https://t.co/LEsdsmfqv5 https://x.com/i/status/2000551358206775752 https://t.co/LEsdsmfqv5"  
[X Link](https://x.com/jawnzilla/status/2013104593773740501)  2026-01-19T04:21Z [---] followers, [---] engagements


"I just dumped $NKTR to load $LASR. Still want back into $NKTR but the $CRVS readout dampens things. Precision at the speed of light. The Scaled Directed Energy (SCADE) CTA is driving the @DeptofWars push to scale directedenergy across the fighting force. https://t.co/V6R0eMn2FE Precision at the speed of light. The Scaled Directed Energy (SCADE) CTA is driving the @DeptofWars push to scale directedenergy across the fighting force. https://t.co/V6R0eMn2FE"  
[X Link](https://x.com/jawnzilla/status/2013998577320706495)  2026-01-21T15:34Z [---] followers, [---] engagements


"Might have found the Iridium payload hosting partner. https://investors.sidusspace.com/news-events/press-releases/detail/205/sidus-space-announces-iridium-powered-communication-upgrade https://investors.sidusspace.com/news-events/press-releases/detail/205/sidus-space-announces-iridium-powered-communication-upgrade"  
[X Link](https://x.com/jawnzilla/status/2014141394454024292)  2026-01-22T01:01Z [---] followers, [---] engagements


"$ALB why didn't I just ALB and chill"  
[X Link](https://x.com/jawnzilla/status/2014154177765609737)  2026-01-22T01:52Z [---] followers, [---] engagements


"$ARRY this is nice $ARRY is a domestic panel agnostic solar picks and shovel literally no one is talking about. I entered and wrote the thesis up for my subscribers [--] weeks ago and its doing quite well 🔥 ☀ bullish https://t.co/dz6H0b9wxH $ARRY is a domestic panel agnostic solar picks and shovel literally no one is talking about. I entered and wrote the thesis up for my subscribers [--] weeks ago and its doing quite well 🔥 ☀ bullish https://t.co/dz6H0b9wxH"  
[X Link](https://x.com/jawnzilla/status/2014438816447099291)  2026-01-22T20:43Z [---] followers, [---] engagements


"$SRFM Surf OS fits pretty cleanly under contested logistics technologies https://x.com/i/status/1990466002543603747 The national security challenges we face today demand that the @DeptofWar innovate with uncompromising speed. Proven tangible technologies must be placed into the hands of our warfighters so they never face a fair fight. Thats why today Im announcing the @DeptofWars new https://t.co/yDz5Q66R6G https://x.com/i/status/1990466002543603747 The national security challenges we face today demand that the @DeptofWar innovate with uncompromising speed. Proven tangible technologies must"  
[X Link](https://x.com/jawnzilla/status/2014499178139820040)  2026-01-23T00:43Z [---] followers, [---] engagements


"$SRFM starting to get some support at confluence of 200sma and key level of [---] on very short time frames. Wonder how we do next week"  
[X Link](https://x.com/jawnzilla/status/2014737416205013127)  2026-01-23T16:30Z [---] followers, [---] engagements


"For Bridger: - First delivery in [----] without floats - Aircraft with floats in [----] Similar to Surf Air aircraft delivery timelines fwiw. http://www.positive-aviation.com http://www.positive-aviation.com"  
[X Link](https://x.com/jawnzilla/status/2014754815377633774)  2026-01-23T17:39Z [---] followers, [--] engagements


"$AERG very curious how this plays out this week It's getting pretty "found" but I am trying to dig in more on HELWs and forced energy. One name not getting much pop: did you know $AERG is on one of the Golden Dome lists Have not seen anyone mention it on here yet. See the Dec [--] publication. The TA looks tremendous from a https://t.co/49bPFW8uww It's getting pretty "found" but I am trying to dig in more on HELWs and forced energy. One name not getting much pop: did you know $AERG is on one of the Golden Dome lists Have not seen anyone mention it on here yet. See the Dec [--] publication. The TA"  
[X Link](https://x.com/jawnzilla/status/2015908266753020023)  2026-01-26T22:02Z [---] followers, [---] engagements


"$SRFM Just want to throw out there that this company is literally partnered with the future of best-in-class eVTOL vendors for #GrayZone applications: Beta Regent. Will buy more if price stays down here next week. http://Electra.aero http://Electra.aero"  
[X Link](https://x.com/jawnzilla/status/2016301339924471928)  2026-01-28T00:04Z [---] followers, [---] engagements


"Got some $AERG down here. Looking to buy more"  
[X Link](https://x.com/jawnzilla/status/2016614570031198680)  2026-01-28T20:49Z [---] followers, [---] engagements


"Bot more $SRFM and $OMEX I think both rerate within 6-12 months. I'm okay hanging out"  
[X Link](https://x.com/jawnzilla/status/2016921166624043033)  2026-01-29T17:07Z [---] followers, [---] engagements


"$BETA $SRFM partner While everyone is staring at flashy "flying taxis" a quiet giant in Vermont just built a multi-billion dollar toll road for the sky. Beta Technologies isn't just building planes; theyre building the "Standard Oil" of electric flight. 🧵 1/12 https://t.co/Shf77TA870 While everyone is staring at flashy "flying taxis" a quiet giant in Vermont just built a multi-billion dollar toll road for the sky. Beta Technologies isn't just building planes; theyre building the "Standard Oil" of electric flight. 🧵 1/12 https://t.co/Shf77TA870"  
[X Link](https://x.com/jawnzilla/status/2018112501011951777)  2026-02-02T00:01Z [---] followers, [---] engagements


"Time to get back into $CCCX and $FEIM Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology Area were equipping warfighters with the precision and unmatched situational awareness needed to dominate every domain of https://t.co/Wa9BqVObEU Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology Area were equipping warfighters with the precision and unmatched situational awareness needed to dominate"  
[X Link](https://x.com/jawnzilla/status/2018441284969484446)  2026-02-02T21:47Z [---] followers, [---] engagements


"$SRFM dying on decreasing volume even as the business executes and they start to ramp hiring and announce new partnerships"  
[X Link](https://x.com/jawnzilla/status/2018706452701913349)  2026-02-03T15:21Z [---] followers, [---] engagements


"$ASPI annoying AF but still love it and still structurally intact"  
[X Link](https://x.com/jawnzilla/status/2018867031731478992)  2026-02-04T01:59Z [---] followers, [----] engagements


"Weird Spidey Sense that LiDAR and eVTOL will be massive in 2Q. $OUST $LIDR $JOBY $SRFM $BETA I have never done proper DD on either $OUST or $LIDR. Miss Xmas break when I had all that free time"  
[X Link](https://x.com/jawnzilla/status/2018888606320845236)  2026-02-04T03:25Z [---] followers, [---] engagements


"Assuming this sell pressure could go all month I will be selling the shares in my option account to fund call purchases on 2/20"  
[X Link](https://x.com/jawnzilla/status/2019099225863123341)  2026-02-04T17:22Z [---] followers, [---] engagements


"Actually I decided to start the fun early. Bot some $NKTR calls for maintenance data play and $QURE calls for FDA Type A meeting minutes play. Both fairly uncorrelated with broader market and charts look decent for bottom fishing with appropriate catalysts in place before my expiry choices. https://twitter.com/i/web/status/2019107982198403533 https://twitter.com/i/web/status/2019107982198403533"  
[X Link](https://x.com/jawnzilla/status/2019107982198403533)  2026-02-04T17:57Z [---] followers, [----] engagements


"$SRFM notable strength today and AH for second day in a row. Granted on thin volume and stopped at daily 8ema. Could be back to [----] if not reclaimed"  
[X Link](https://x.com/jawnzilla/status/2019203435925762120)  2026-02-05T00:16Z [---] followers, [---] engagements


"$BAER look please don't overthink this one"  
[X Link](https://x.com/jawnzilla/status/2019505204241043764)  2026-02-05T20:15Z [---] followers, [---] engagements


"Even more reason to own $LASR We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here: https://t.co/PNXJ52cKdK We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here: https://t.co/PNXJ52cKdK"  
[X Link](https://x.com/jawnzilla/status/2019524546823352419)  2026-02-05T21:32Z [---] followers, [---] engagements


"$KULR is as close to Bitcoin as I will get"  
[X Link](https://x.com/jawnzilla/status/2019854220510331309)  2026-02-06T19:22Z [---] followers, [---] engagements


"Alternative view $VELO (I think mine is too optimistic) $VELO middle of the channel Maybe ready to push out next week https://t.co/1i4TJ5ICY3 $VELO middle of the channel Maybe ready to push out next week https://t.co/1i4TJ5ICY3"  
[X Link](https://x.com/jawnzilla/status/2019882077978833117)  2026-02-06T21:13Z [---] followers, [---] engagements


"Idk if today was a dead cat bounce or just things continuing on their merry ways. Head says DCB gut says it was an inorganic liquidation before more up"  
[X Link](https://x.com/jawnzilla/status/2019889251995865412)  2026-02-06T21:41Z [---] followers, [---] engagements


"I think these names all get renewed life after prolonged stagnation following a big jump last year: $QS $JOBY $OUST $PRME I am particularly surprised with $OUST and considering a larger position given pretty small cap rugged design clear path for LiDAR growth. They are well below 200dma. Just watching and sitting in current position for now. https://twitter.com/i/web/status/2020152235745792037 https://twitter.com/i/web/status/2020152235745792037"  
[X Link](https://x.com/jawnzilla/status/2020152235745792037)  2026-02-07T15:06Z [---] followers, [---] engagements


"$NNDM market cap history"  
[X Link](https://x.com/jawnzilla/status/2020152895690145963)  2026-02-07T15:09Z [---] followers, [---] engagements


"Tell you what will be a buyer of $FET on any material correction. Thing is Stirling and still well under $1b MC. Great #BlueWorld name. $KITT partner $FET working with Indonesian Navy as of June [----] #BlueWorld #GrayZone https://t.co/LVclU7jBGc $KITT partner $FET working with Indonesian Navy as of June [----] #BlueWorld #GrayZone https://t.co/LVclU7jBGc"  
[X Link](https://x.com/jawnzilla/status/2020229524814979545)  2026-02-07T20:13Z [---] followers, [---] engagements


"$RDDT I don't buy this chart breakdown tbh. I'll be entering calls next week. Amazed it can still be bought at this price thought these levels were long gone"  
[X Link](https://x.com/jawnzilla/status/2020309272379420753)  2026-02-08T01:30Z [---] followers, [---] engagements


"$RDDT retried my lines. Think it just retested bottom of a lower slower-moving channel"  
[X Link](https://x.com/jawnzilla/status/2020312165924892861)  2026-02-08T01:42Z [---] followers, [---] engagements


"In reviewing some broken down charts like $OMEX $JOBY $OUST $RDDT I am left with the distinctly strong impression that this was merely a shakeout before we blast off. They are killing names that are absolutely ready to fly on fundamental execution - right as they hit an inflection point (throw $CCCX on the list too). https://twitter.com/i/web/status/2020313516930953417 https://twitter.com/i/web/status/2020313516930953417"  
[X Link](https://x.com/jawnzilla/status/2020313516930953417)  2026-02-08T01:47Z [---] followers, [---] engagements


"$BAER impressive that it recaptured the 8ema on daily end of last week. More impressive that it is still green on the month after all this small cap slaughter and refused to even retest the 8ema on weekly last week. Strong. With numerous (and quite well-known) MAGA-adjacent influencers pumping this past Friday and new legislation tailwinds well on the way tough to trim this one even as it looks a touch extended. Strength/catalysts. https://twitter.com/i/web/status/2020317897051042214 https://twitter.com/i/web/status/2020317897051042214"  
[X Link](https://x.com/jawnzilla/status/2020317897051042214)  2026-02-08T02:04Z [---] followers, [---] engagements


"$IRDM It's been a long winter ☃ But this stock does fit the Arctic theme. Is my orange up channel wish-casting"  
[X Link](https://x.com/jawnzilla/status/2020318690663924149)  2026-02-08T02:08Z [---] followers, [---] engagements


"$LASR $LASR think we might be launching https://t.co/7zfdpI7PSL $LASR think we might be launching https://t.co/7zfdpI7PSL"  
[X Link](https://x.com/jawnzilla/status/2020322848796016862)  2026-02-08T02:24Z [---] followers, [---] engagements


"$LASR maybe we enter a new uptrend channel for a bit"  
[X Link](https://x.com/jawnzilla/status/2020323886559363550)  2026-02-08T02:28Z [---] followers, [---] engagements


"$UMAC idk what to make of this one NP at the moment regardless"  
[X Link](https://x.com/jawnzilla/status/2020327718920077324)  2026-02-08T02:43Z [---] followers, [---] engagements


"Regent is a new seaglider with trials underway that has gotten pop from Senator Tim Sheehy of $BAER and has a nonbinding partnership with $SRFM for a South Florida (imo) #GrayZone presence. Getting their profile up with IR investments like this - we're seeing similar with $ACHR and $JOBY. eVTOL and AAM are just getting started. I am super excited for 26-27 with this theme particularly the software and dual use considerations. Love $SRFM as a picks/shovels play. https://youtu.be/b025sVmpjQAsi=eV-z_n8M67RJxSAb 🏈 Super Bowl spotlight Keep an eye out for our logo in the @tbpn Super Bowl"  
[X Link](https://x.com/jawnzilla/status/2020528022978191458)  2026-02-08T15:59Z [---] followers, [----] engagements


"Thomas Massie please be safe my guy. They did Charlie Kirk in basically as publicly as possible. Look at Kate Spade and her husband Avici etc. starting to feel like a Serpico spinoff TV show. 🚨 BREAKING: Kash Patel's staff threatened Thomas Massies staff with criminal investigations if they continued speaking up about Israel and the Epstein files. https://t.co/9gr0WmRfbt 🚨 BREAKING: Kash Patel's staff threatened Thomas Massies staff with criminal investigations if they continued speaking up about Israel and the Epstein files. https://t.co/9gr0WmRfbt"  
[X Link](https://x.com/jawnzilla/status/2020683281260220578)  2026-02-09T02:16Z [---] followers, [---] engagements


"Idk idk idk maybe I am out on those $RDDT calls I mentioned earlier this weekend. The Ghillaine Maxwell connection is also concerning. Weird that this is bleeding into my stock picking. Redditor starts to notice and they shut him down https://t.co/Ypuctk24dr Redditor starts to notice and they shut him down https://t.co/Ypuctk24dr"  
[X Link](https://x.com/jawnzilla/status/2020684493305020758)  2026-02-09T02:21Z [---] followers, [---] engagements


"$LASR sold calls holding shares still. Looking to reenter calls"  
[X Link](https://x.com/jawnzilla/status/2020914440632168756)  2026-02-09T17:35Z [---] followers, [---] engagements


"$IRDM 200dma in sight. Could it start a launch off that"  
[X Link](https://x.com/jawnzilla/status/2020915318936285562)  2026-02-09T17:38Z [---] followers, [---] engagements


"Bot my $QS position back. Just trimming concentrated stuff to fund a larger book lately"  
[X Link](https://x.com/jawnzilla/status/2020954978094125448)  2026-02-09T20:16Z [---] followers, [---] engagements


"I regret to inform you I am buying more $CRML calls"  
[X Link](https://x.com/jawnzilla/status/2020956888024690720)  2026-02-09T20:24Z [---] followers, [---] engagements


"@PolarizingLit Didn't realize it exactly fits the DoD critical priority list under biotech. Love that"  
[X Link](https://x.com/jawnzilla/status/2020984268994887857)  2026-02-09T22:12Z [---] followers, [--] engagements


"$CRML yes my levels are annoying but not to me. Peep the weekly"  
[X Link](https://x.com/jawnzilla/status/2020989413275152661)  2026-02-09T22:33Z [---] followers, [---] engagements


"$FEIM absolute monster NP but this thing refuses to give up the 8ema on weekly (yellow). I expect it to stay overbought on monthly. Any real pullback and I'm selling what I have to in order to load this one"  
[X Link](https://x.com/jawnzilla/status/2020999061445411172)  2026-02-09T23:11Z [---] followers, [---] engagements


"https://www.odysseymarine.com/blog1 https://www.odysseymarine.com/blog1"  
[X Link](https://x.com/jawnzilla/status/2021072969687240867)  2026-02-10T04:05Z [---] followers, [--] engagements


"Cook Islands still quite strict on environmental regs but Odyssey well connected to the islands' government through ownership group https://www.sbma.gov.ck/news-3/article-255 https://www.sbma.gov.ck/news-3/article-255"  
[X Link](https://x.com/jawnzilla/status/2021073543803662489)  2026-02-10T04:07Z [---] followers, [--] engagements


"$FLY $VOYG $RDW all kinda due here"  
[X Link](https://x.com/jawnzilla/status/2021271816765952385)  2026-02-10T17:15Z [---] followers, [---] engagements


"$VELO $VELO: Why is this a big deal - Velo became the first qualified additive manufacturing vendor for the U.S. Armys ground-vehicle program (strong third-party validation of its tech and quality processes) - Positions the company inside the US defense industrial base making it $VELO: Why is this a big deal - Velo became the first qualified additive manufacturing vendor for the U.S. Armys ground-vehicle program (strong third-party validation of its tech and quality processes) - Positions the company inside the US defense industrial base making it"  
[X Link](https://x.com/jawnzilla/status/2021272596541542640)  2026-02-10T17:18Z [---] followers, [---] engagements


"Starting to be concerning $ASPI I might have this one wrong $ASPI I find it interesting that Michael Khorassani is also promoting ASPI for those who dont know he was doing IR for Taronis Fuels a proven industrial tech fraud. https://t.co/bhFufG56od https://t.co/nrF42YH4Jo $ASPI I find it interesting that Michael Khorassani is also promoting ASPI for those who dont know he was doing IR for Taronis Fuels a proven industrial tech fraud. https://t.co/bhFufG56od https://t.co/nrF42YH4Jo"  
[X Link](https://x.com/jawnzilla/status/2021411461994860735)  2026-02-11T02:30Z [---] followers, [---] engagements


"Watching $FLY closely. Looks like more down first. Ideally below [--]. Brutal selloff"  
[X Link](https://x.com/jawnzilla/status/2021595706771808647)  2026-02-11T14:42Z [---] followers, [---] engagements


"Wen $PRME CGD approval. More David Liu pop today stock basing well"  
[X Link](https://x.com/jawnzilla/status/2021653125292241203)  2026-02-11T18:30Z [---] followers, [---] engagements


"$LASR Last few weeks -trump says iron beam is us tech -DOW tweets all day about how laser weapons are here - cto of dow makes a laser weapon post its pinned tweet - trump talks about top secret weapon used in vz called discombobulated - dow deletes photo uploaded described as damage Last few weeks -trump says iron beam is us tech -DOW tweets all day about how laser weapons are here - cto of dow makes a laser weapon post its pinned tweet - trump talks about top secret weapon used in vz called discombobulated - dow deletes photo uploaded described as damage"  
[X Link](https://x.com/jawnzilla/status/2021704132906692723)  2026-02-11T21:53Z [---] followers, [---] engagements


"#GrayZone companies that are diluting from a position of strength recently: $ASTS $JOBY $LASR"  
[X Link](https://x.com/jawnzilla/status/2021721903594189021)  2026-02-11T23:03Z [---] followers, [---] engagements


"$QS looking to buy more $QS Earnings Solid-state batteries A lot of great news the market is ignoring: Partners. The two new partners are Honda and Nissan (in addition to VW). The market is being lazy and not reacting simply because $QS did not verbatim say this sentence in big bold letters. Final $QS Earnings Solid-state batteries A lot of great news the market is ignoring: Partners. The two new partners are Honda and Nissan (in addition to VW). The market is being lazy and not reacting simply because $QS did not verbatim say this sentence in big bold letters. Final"  
[X Link](https://x.com/jawnzilla/status/2021782334530580757)  2026-02-12T03:04Z [---] followers, [---] engagements


"@3primeAnalytica Great timing imo. Been dead money for nearly a year nice to sit that out"  
[X Link](https://x.com/jawnzilla/status/2021784405333668197)  2026-02-12T03:12Z [---] followers, [---] engagements


"$FEIM below [--] please"  
[X Link](https://x.com/jawnzilla/status/2021961267255423073)  2026-02-12T14:55Z [---] followers, [---] engagements


"$IRDM Key quotes from the $IRDM transcript today talking about the potential for them to sell their spectrum: "Even as we execute on these new products to drive growth it is clear that our spectrum in and of itself has great value. In light of industry developments in recent months Key quotes from the $IRDM transcript today talking about the potential for them to sell their spectrum: "Even as we execute on these new products to drive growth it is clear that our spectrum in and of itself has great value. In light of industry developments in recent months"  
[X Link](https://x.com/jawnzilla/status/2022041275319611642)  2026-02-12T20:13Z [---] followers, [---] engagements


"Love the $IRDM DD on the timeline Confirmation of Iridium's breakthrough unjammable unspoofable ASIC PNT Chip from today's call Rev expected +100mn annually by [----] not including the new cybersecurity applications Beta test oversubscribed Launch in June Just a note that Nordic Semi $nod is making them🧵 https://t.co/lcaD6nPZsu Confirmation of Iridium's breakthrough unjammable unspoofable ASIC PNT Chip from today's call Rev expected +100mn annually by [----] not including the new cybersecurity applications Beta test oversubscribed Launch in June Just a note that Nordic Semi $nod is making them🧵"  
[X Link](https://x.com/jawnzilla/status/2022070333025792029)  2026-02-12T22:08Z [---] followers, [---] engagements


"$IRDM More from the Iridium CC. "NTN Direct Launch -- Standards-based global narrowband IoT service ("Iridium NTN Direct") to launch commercially in the second half of [----] with strong partner interest and low spectrum usage (100200 kHz)."👀 More from the Iridium CC. "NTN Direct Launch -- Standards-based global narrowband IoT service ("Iridium NTN Direct") to launch commercially in the second half of [----] with strong partner interest and low spectrum usage (100200 kHz)."👀"  
[X Link](https://x.com/jawnzilla/status/2022139298745921685)  2026-02-13T02:42Z [---] followers, [---] engagements


"Parlay bet for next week: - $PSNYW for a buyout announced with earnings - $ASTS allowed to go up again - $NKTR allowed above [--] - $OMEX news from critical minerals government funding - $SGMO Fabry deal announced"  
[X Link](https://x.com/jawnzilla/status/1961518225948381691)  2025-08-29T19:56Z [---] followers, [----] engagements


"Really don't follow why $IRDM has such a low MC relative to what is on the horizon + spectrum value + massive derisking. They are basically thru their big multi-year fixed $ contract. Arctic defense theme coming in strong. The deepest of connections to DoW. M&A or lucrative partnership. PNT growth vector. 3GPP standards compliance. It's a no brainer for me. Yes - this is huge new vertical for $IRDM They have developed an alt-GPS product that works in the existing form factor of commercial/military air-craft. By using the more durable L-Band lower satellites orbit and proprietary chip design"  
[X Link](https://x.com/jawnzilla/status/2022160677566095866)  2026-02-13T04:07Z [---] followers, [---] engagements


"Biotech scares me but it excites me. If you know your stuff you can literally wait til data is released and absolutely bank with low prob of failure. It is flabbergasting. Reminds me of that X article from @KevinLMak about (paraphrasing maybe badly) biotech just not having the liquidity to have fully efficient price action"  
[X Link](https://x.com/jawnzilla/status/2021200800190521697)  2026-02-10T12:33Z [---] followers, 29K engagements


"Remains wildly undervalued $NKTR Wow $NKTR dip almost lasted a whole morning 🥱 Wow $NKTR dip almost lasted a whole morning 🥱"  
[X Link](https://x.com/jawnzilla/status/2022367254113870122)  2026-02-13T17:48Z [---] followers, [----] engagements


"$NKTR only the weekly 2stddev Bollinger Band stopped this thing. It was still going AH. Roughly 12.5% of my portfolio at this point"  
[X Link](https://x.com/jawnzilla/status/2022523949717045679)  2026-02-14T04:11Z [---] followers, [---] engagements


"So let's think on one of the probabilities measured in the AMT-130 trial. We have quite a rich array of studied endpoints (stick with me here - I'll disclose I think the FDA is using $QURE as a poster child for using Bayesian math rather than just shooting them down): https://www.uniqure.com/investors-media/press-releases https://www.uniqure.com/investors-media/press-releases"  
[X Link](https://x.com/jawnzilla/status/2022534046773903618)  2026-02-14T04:51Z [---] followers, [---] engagements


"More on planning Bayesian design demonstrating the need to stress test the selection of a prior model and associated data sources. I think Uniqure needs (needed and completed hopefully) more here as they likely didn't have to justify in original agreements passing up alternative sources as stringently as seems to be demanded by this new guidance. I admit I am not fully following but the guidance seems to also encourage Monte Carlo simulation techniques. I am not certain how that would apply here but you could certainly try to project out outcomes for treated patients using the prior."  
[X Link](https://x.com/jawnzilla/status/2022829153125314999)  2026-02-15T00:23Z [---] followers, [---] engagements


"I honestly do think $ASTS will be worth $1 trillion one day"  
[X Link](https://x.com/jawnzilla/status/1940957396689735972)  2025-07-04T02:14Z [---] followers, [----] engagements


"$PRME this is fucking huge Today in @CellCellPress we report the use of prime editing to correct several mutations that cause alternating hemiplegia of childhood (AHC) a rare and devastating neurodevelopmental disorder in patient-derived cells and in two mouse models. https://t.co/gS7NsGqjtr 1/10 https://t.co/IhnBJ8BC7S Today in @CellCellPress we report the use of prime editing to correct several mutations that cause alternating hemiplegia of childhood (AHC) a rare and devastating neurodevelopmental disorder in patient-derived cells and in two mouse models. https://t.co/gS7NsGqjtr 1/10"  
[X Link](https://x.com/jawnzilla/status/1947372451031134581)  2025-07-21T19:05Z [---] followers, [---] engagements


"More SAE activity in this tiny short trial for $QURE than with $SGMO. Not seeing details on the eGFR improvement. Seems bullish $SGMO Not an expert will be FinTwitting today. $QURE Announces Initial AMT-191 Phase 1/2a Data Showing Sustained Increases in -Gal A Enzyme Activity in Patients with Fabry Disease. All patients in the first cohort achieved between 27- to 208-fold increases in -Gal A activity relative to mean normal level $QURE Announces Initial AMT-191 Phase 1/2a Data Showing Sustained Increases in -Gal A Enzyme Activity in Patients with Fabry Disease. All patients in the first"  
[X Link](https://x.com/jawnzilla/status/1963925328125902850)  2025-09-05T11:21Z [---] followers, [----] engagements


"$CCCX $FEIM are a material portion of my portfolio $CCCX $FEIM For those new to learning about the immediacy and the importance of quantum sensing . https://t.co/nBWCMqroyr $CCCX $FEIM For those new to learning about the immediacy and the importance of quantum sensing . https://t.co/nBWCMqroyr"  
[X Link](https://x.com/jawnzilla/status/1980029174472732799)  2025-10-19T21:51Z [---] followers, [----] engagements


"$AMBA monthly chart is speaking to me"  
[X Link](https://x.com/jawnzilla/status/2020992038531916282)  2026-02-09T22:43Z [---] followers, [---] engagements


"$NKTR Expecting a deepening response in the investor reaction today. They are getting that Lilly settlement gang. That alone is price disconnect. Let alone *whispers* potential fractional 1L use case. $NKTR We will get a lot more data/info than what is available in the PR but what the PR shows is *very* good. Caveat emptor these response retention rates are higher than Dupixent's.EVEN FOR Q12W DOSING of rezpeg. That's a big surprise to me given how management had seemed https://t.co/iJTTxDqGaW $NKTR We will get a lot more data/info than what is available in the PR but what the PR shows is"  
[X Link](https://x.com/jawnzilla/status/2021198571639550348)  2026-02-10T12:24Z [---] followers, [----] engagements


"$ALMU looks healthy again tomorrow's earnings could be big time. High risk high reward"  
[X Link](https://x.com/jawnzilla/status/2021271067034018269)  2026-02-10T17:12Z [---] followers, [---] engagements


"Bot $BETA $SRFM seems to like it as well (partnered) $BETA Fascinating that this was not on my radar (never heard of them). $AMZN 13F stake after hours.homework time - but likely a starter position cometh https://t.co/btcWx7f6LL $BETA Fascinating that this was not on my radar (never heard of them). $AMZN 13F stake after hours.homework time - but likely a starter position cometh https://t.co/btcWx7f6LL"  
[X Link](https://x.com/jawnzilla/status/2021346181968953769)  2026-02-10T22:10Z [---] followers, [---] engagements


"$BETA still not even back to the 20sma on daily in AH activity after the prerequisite IPO selloff. Massive catalyst here and have the confidence from DD"  
[X Link](https://x.com/jawnzilla/status/2021348597074362519)  2026-02-10T22:20Z [---] followers, [---] engagements


"And it probably actually works in both asthma and AA as well "Probably" is a hard word to use in biotech but I believe that based on the AA deepening responses and real hair growth. Truly think the trial was kind of a mess. What if it works in diabetes Nuts. Unthinkable"  
[X Link](https://x.com/jawnzilla/status/2021420945949544500)  2026-02-11T03:08Z [---] followers, [---] engagements


"$BETA now with levels. Could keep selling off sure. Could just drift around. Feels like a decent spot to try out a stock after that IPO selloff tho. I've been eying it for last month. Think the eVTOL selloff is in 8th inning too"  
[X Link](https://x.com/jawnzilla/status/2021564484062675182)  2026-02-11T12:38Z [---] followers, [---] engagements


"Alright I've gone down my Bayesian math ChatGPT side quest long enough. Let's get back to the draft guidance - continuing on with the prior distribution section which I find absolutely pivotal for understanding where things may go for Uniqure this week. Skeptical priors. This is pertinent here. HD is a disease with no cure no treatment. Skepticism is warranted. (Interestingly the guidance indicates some kind of preference for existing drugs - kind of a "no me-three drugs" preference that could impact spaces like AD despite the large TAM and lead to even more torque on bets placed on highly"  
[X Link](https://x.com/jawnzilla/status/2022746985262956598)  2026-02-14T18:57Z [---] followers, [---] engagements


"Lot of recent examples of companies getting blown up in CRLs. $BHVN and $ATRA have cropped up. Don't love this from Biohaven:"  
[X Link](https://x.com/jawnzilla/status/2022877432546758715)  2026-02-15T03:35Z [---] followers, [--] engagements


"$VOYG scratch DD Pretty nice convertible note offering in November that leveraged a capped call strategy like seen previously with AST to fund growth. The convert rate is effectively $60 after the capped call And some of the funds from the note were used to buy back Class A shares. Very classy anti-dilution funding that I am sure is tied to Golden Dome business; pull-forward of value. Did I mention the notes are using a sub-1% int rate https://finance.yahoo.com/news/voyager-technologies-inc-prices-upsized-051200876.html"  
[X Link](https://x.com/jawnzilla/status/2008294008343114156)  2026-01-05T21:46Z [---] followers, [----] engagements


"$KITT wow Saudi money and hub Getting real. https://ir.nauticusrobotics.com/news-events/press-releases/detail/103/nauticus-robotics-announces-strategic-investment-and-uae Nauticus Robotics $KITT Nauticus Robotics Announces Strategic Investment and UAE Expansion with Master Investment Group Up to $50 Million Strategic Investment to Establish Autonomous Robotics Manufacturing and Offshore Services Hub in theUAE HOUSTONFeb. [--] [----] https://ir.nauticusrobotics.com/news-events/press-releases/detail/103/nauticus-robotics-announces-strategic-investment-and-uae Nauticus Robotics $KITT Nauticus"  
[X Link](https://x.com/jawnzilla/status/2020867547998945605)  2026-02-09T14:29Z [---] followers, [---] engagements


"$NKTR These results and comparisons to Dupi are wild. This drug works and it works really well for those who achieve efficacy. I am left wondering if a longer trial will show higher efficacy levels achieved by the end of it"  
[X Link](https://x.com/jawnzilla/status/2021218328459501621)  2026-02-10T13:42Z [---] followers, [----] engagements


"$NKTR This deepening slide. is it not telling us that Rezpeg's unique Treg MOA more/less just acts a little slower if you spread the doses (same concentration) more over time Like absolutely bonkers improvements in both 24ug induction groups but markedly better for the Q4W group. This is not just "get a shot manage a symptom for a little while". It seems almost curative. https://twitter.com/i/web/status/2021424697364054028 https://twitter.com/i/web/status/2021424697364054028"  
[X Link](https://x.com/jawnzilla/status/2021424697364054028)  2026-02-11T03:22Z [---] followers, [---] engagements


"$ASPI this one is driving me nuts but I sit on my hands BlackRock buys [----] millions shares more of $ASPI https://t.co/5Tkywq81yN BlackRock buys [----] millions shares more of $ASPI https://t.co/5Tkywq81yN"  
[X Link](https://x.com/jawnzilla/status/2022062621936300188)  2026-02-12T21:37Z [---] followers, [----] engagements


"$FLY upcoming catalyst"  
[X Link](https://x.com/jawnzilla/status/2022070406002487736)  2026-02-12T22:08Z [---] followers, [---] engagements


"$QS has fat pitch written all over it. Sitting on the weekly 200sma. Daily 200sma still rising. Monthly 20sma sitting just below. Executing after a long journey and still cashed up. It's near top of my watchlist for a large add to the starter I re-entered recently"  
[X Link](https://x.com/jawnzilla/status/2022170446872051799)  2026-02-13T04:46Z [---] followers, [----] engagements


"$VELO https://t.co/2PxBdHCKeB https://t.co/2PxBdHCKeB"  
[X Link](https://x.com/jawnzilla/status/2022376221535842632)  2026-02-13T18:23Z [---] followers, [----] engagements


"Moving some $CODA into $KITT 🌊"  
[X Link](https://x.com/jawnzilla/status/2022410190055002559)  2026-02-13T20:38Z [---] followers, [---] engagements


"$ASPI good time to practice stop loss trading. looks like it's either Super Dead or ready to launch"  
[X Link](https://x.com/jawnzilla/status/2022520086855029045)  2026-02-14T03:55Z [---] followers, [---] engagements


"Quick primer - a Bayesian probability is simply a conditional probability. If B is true what are the conditional chances A is also true"  
[X Link](https://x.com/jawnzilla/status/2022530598938538080)  2026-02-14T04:37Z [---] followers, [---] engagements


"Let's go with cUHDRS. From the PR above clearly a way more mild condition deterioration pathway for the treated patients compared to the real world patients. So why was that not okay It's fairly clear the real world untreated patient comparison points were selected with excruciating discernment to closely match the trial patients. So how do we think about that It's a useful question for frankly ALL GT and GE trials. Fabry patients treated by $SGMO have excellent eGFR readings after treatment (some are actually having improved renal function which literally doesn't happen in real life for even"  
[X Link](https://x.com/jawnzilla/status/2022535976740966450)  2026-02-14T04:58Z [---] followers, [---] engagements


"Consider: we could also leverage other HD clinical trials as a secondary prior expectation to stress test our primary use of population data. Phase [--] trial of pridopidine also focused on cUHDRS with a placebo group of roughly [---] people: https://www.nature.com/articles/s41591-025-03920-3 https://www.nature.com/articles/s41591-025-03920-3"  
[X Link](https://x.com/jawnzilla/status/2022719994350702797)  2026-02-14T17:10Z [---] followers, [---] engagements


"Tim is right. The external data is honestly beautiful and - if they know what they're doing - would serve as a bedrock first application of new Bayesian guidance in practice as relevant to extrapolation from external data: https://x.com/i/status/2022710809348964803 $QURE One point I believe the market may be underpricing is how robust the CHDI Enroll HD data is. https://x.com/i/status/2022710809348964803 $QURE One point I believe the market may be underpricing is how robust the CHDI Enroll HD data is"  
[X Link](https://x.com/jawnzilla/status/2022734082476523757)  2026-02-14T18:06Z [---] followers, [---] engagements


"When establishing a prior distribution prior to embarking on a trial blinded to that data it is clear there is pretty strict guidance on using that real-world data. I see no reason at all why the Enroll-HD dataset would not meet that bar given it is very high quality. However I could see Vinay digging in way too hard on things not being perfectly prescriptive prior to the trial and more/less him just saying the prior FDA Type B decision-making on the trial design 'got it wrong' with the prior construction. That's the core risk not the data itself IMO. https://www.fda.gov/media/152503/download"  
[X Link](https://x.com/jawnzilla/status/2022749452751032622)  2026-02-14T19:07Z [---] followers, [---] engagements


"Since I'm just a guy and I certainly am not going to read another 30+ page FDA paper on biologic trial regulation today I asked ChatGPT to analyze the Enroll-HD data viability based on the paper linked in post directly above. See below. My quick human read on this: - The FDA is shrewd in ensuring that biotech companies are not monkeying around finding the very best 'version' of a dataset and/or looking for some dataset that minimizes risk of failure (ex: exhaustively searching all possible external datasets for the one that shows lowest variability of outcome and/or optimizes the chance of"  
[X Link](https://x.com/jawnzilla/status/2022752727881941346)  2026-02-14T19:20Z [---] followers, [---] engagements


"More from Berry Consultants on the new Bayesian guidance from FDA: https://www.youtube.com/watchv=SYIV6vXoqLQ https://www.youtube.com/watchv=SYIV6vXoqLQ"  
[X Link](https://x.com/jawnzilla/status/2022826824862970182)  2026-02-15T00:14Z [---] followers, [---] engagements


"As I finish out the Bayesian reg document I'm hit over the head with what I keep alluding to: the FDA wants to see a robust analysis and documentation of how external data was selected which includes both sensitivity testing and consideration of alternative prior distributions (and affiliated data sources) to ensure we're not lying with statistics via cherry-picking. Its not a bad thing"  
[X Link](https://x.com/jawnzilla/status/2022832993652400555)  2026-02-15T00:39Z [---] followers, [---] engagements


"Kinda getting the impression the Biohaven data kind of sucked Haven't looked deeply but doesn't seem it was ever as impressive as uniQure data looks for AMT-130. https://x.com/i/status/1986180974321774959 Rough week -50% $BHVN The CRL does not appear to be a flip-flop like $QURE FDA didnt greenlight then reverse on Biohaven it maintained a high bar for RWE-as-primary evidence and the CRL reflects that standard. FDA did about-face on uniQures AMT-130 for HD after earlier https://t.co/4jl3HlVfgL https://x.com/i/status/1986180974321774959 Rough week -50% $BHVN The CRL does not appear to be a"  
[X Link](https://x.com/jawnzilla/status/2022892111574565248)  2026-02-15T04:33Z [---] followers, [---] engagements


"Alright I feel better about the Biohaven ready through. Under the impression AMT-130 trial is not at all in same boat despite commonalities with the external control consideration. https://x.com/i/status/1986045287585001699 $BHVN approval was a coin flip at best so the CRL and the reasons for it are not really a surprise. $QURE is different in some ways. This is what I wrote on Oct. [--] We should learn something about regulatory flexibility under the current FDA leadership when the agency renders https://x.com/i/status/1986045287585001699 $BHVN approval was a coin flip at best so the CRL and"  
[X Link](https://x.com/jawnzilla/status/2022893520831361389)  2026-02-15T04:39Z [---] followers, [---] engagements


"@SunvMikey The institutional buying has soothed me on this one recently"  
[X Link](https://x.com/jawnzilla/status/2022896486443581807)  2026-02-15T04:51Z [---] followers, [---] engagements

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