# ![@jayabacus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::842217085.png) @jayabacus JJ

JJ posts on X about $vktx, $clrb, $sphr, market the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::842217085/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::842217085/c:line/m:interactions.svg)

- [--] Week [------] +455%
- [--] Months [------] -72%
- [--] Year [-------] -72%

### Mentions: [--] [#](/creator/twitter::842217085/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::842217085/c:line/m:posts_active.svg)

- [--] Year [--] -81%

### Followers: [------] [#](/creator/twitter::842217085/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::842217085/c:line/m:followers.svg)

- [--] Week [-----] +0.29%
- [--] Months [-----] -1.70%
- [--] Year [-----] -1.30%

### CreatorRank: [-------] [#](/creator/twitter::842217085/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::842217085/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [financial services](/list/financial-services)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$vktx](/topic/$vktx) #5, [$clrb](/topic/$clrb), [$sphr](/topic/$sphr), [market](/topic/market), [in the](/topic/in-the), [$lly](/topic/$lly), [data](/topic/data), [to the](/topic/to-the), [$tmdx](/topic/$tmdx), [a very](/topic/a-very)

**Top accounts mentioned or mentioned by**
[@amaymd](/creator/undefined) [@given2tweet](/creator/undefined) [@pharmdca](/creator/undefined) [@youtube](/creator/undefined) [@aschulz888](/creator/undefined) [@getoutofmyway1](/creator/undefined) [@jonahlupton](/creator/undefined) [@loreztrader](/creator/undefined) [@bobmarshall63](/creator/undefined) [@carflos223matos](/creator/undefined) [@bigpharmaguy](/creator/undefined) [@bingbingbom](/creator/undefined) [@charle77238](/creator/undefined) [@drfager](/creator/undefined) [@privateeyecap](/creator/undefined) [@edgecgroup](/creator/undefined) [@reillymcadams](/creator/undefined) [@elonmusk](/creator/undefined) [@alex44356093](/creator/undefined) [@topologicapple](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [Eli Lilly and Company (LLY)](/topic/$lly) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Pfizer, Inc. (PFE)](/topic/$pfe) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Alibaba Group (BABA)](/topic/$baba) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Camden Property Trust (CPT)](/topic/$cpt) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Tesla, Inc. (TSLA)](/topic/$tsla) [PMV Pharmaceuticals, Inc. (PMVP)](/topic/$pmvp) [Anteris Technologies Global Corp. (AVR)](/topic/$avr) [JOE (JOE)](/topic/$joe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"As @given2tweet has discussed this $SPHR is going to be amazing. I can't see a band not demanding to play here so many options for this asset to list. LVS is promoting this heavily and you can see below what it will look like for the F1 race also imagine the F1 cars on the LCD"  
[X Link](https://x.com/jayabacus/status/1661719002329100289)  2023-05-25T13:00Z [----] followers, [--] engagements


"$SPHR U2 Tour Sphere in Las Vegas Apple Music via @YouTube"  
[X Link](https://x.com/jayabacus/status/1663976209301028877)  2023-05-31T18:30Z [----] followers, [--] engagements


"@PrivateEyeCap By my calculations sphere is close to being free at this point. Should be a wild success every band in the world will want to perform here plus other venues plus advertising. $sphr"  
[X Link](https://x.com/jayabacus/status/1664357253573386241)  2023-06-01T19:44Z [----] followers, [--] engagements


"@EdgeCGroup Thats a big reason Im long $MAA and $CPT the alternative is renting. These guys have 95% plus occupancy growing rents and mostly located in red states where the demographics are improving"  
[X Link](https://x.com/jayabacus/status/1665700520789417984)  2023-06-05T12:42Z [----] followers, [---] engagements


"$SPHR construction costs of Sphere (so far) is $60 share. I'll wash the current cash and debt as zero even though there is more cash. London land bought in [----] at $3.50 MSGE stake is worth $18 I'll knock MSGN negative $8 to reflect decliner linear biz (thats conservative) all"  
[X Link](https://x.com/jayabacus/status/1667257280327307282)  2023-06-09T19:48Z [----] followers, [--] engagements


"Really surprised there is 4m short in $SPHR trades lightly.any legit music/comedy contract and they're covering in the 30's"  
[X Link](https://x.com/jayabacus/status/1668619254470705157)  2023-06-13T14:00Z [----] followers, [--] engagements


"Bought $cava on Friday for a long term investment. Very high quality management smart investors involved solid margins nice price point and most importantly everyone I know who lives near a location absolutely loves it and have given up or curtailed their $CMG meals. This is"  
[X Link](https://x.com/jayabacus/status/1670386216603090945)  2023-06-18T11:04Z [----] followers, 24.4K engagements


"So much credit to the investors who have the fortitude to hold bios for the long game. I can't do it I don't have the stomach. Only trading very select bios looking for [--] - 35% and I'm gone the funny thing is you can do this over and over again while waiting months for data. I continue to look for openings in $MREO in the low 1's for maybe the third time and just bought some $AUPH. Again both for a short term trade and maybe I get lucky only two examples as there are many more. I just can't get over how difficult the bio market is.horribly capital intensive competitive regulatory nightmare"  
[X Link](https://x.com/anyuser/status/1671511446964805634)  2023-06-21T13:32Z [----] followers, [----] engagements


"More stuff I have been swinging $DVN $CRK $MAA $CPT $JOE $AVID. These are a just a few weeks to a several months. $CAVA I have buried away I think it's the next $CMG"  
[X Link](https://x.com/jayabacus/status/1671531893693595649)  2023-06-21T14:53Z [----] followers, [----] engagements


"@reilly_mcadams @JonahLupton @LoRezTrader Capex will go up from the Zoe's comps but who cares. It's the price everyone pays to build out just like $CMG etc etc. operating margins will be fine. Growth will be non stop and the brand will end up on supermarket shelves as well"  
[X Link](https://x.com/jayabacus/status/1673744578128625824)  2023-06-27T17:26Z [----] followers, [--] engagements


"Heres what Im reading tonight hows your night going"  
[X Link](https://x.com/jayabacus/status/1677863179328602115)  2023-07-09T02:15Z [----] followers, [----] engagements


"Heres the problem Most of the current government debt will mature within the next three years. New borrowing and debt that must be rolled over will pay current market interest rate this wont be fun"  
[X Link](https://x.com/jayabacus/status/1677863862861742082)  2023-07-09T02:15Z [----] followers, [---] engagements


"Some recent buys: $AUPH on Friday am after rx numbers $GAN $azmcf and $ascuf junior copper miners $Jupw new beverage class (alcohol reduction/anti hangover) waiting for influencer(s) added $manu after insane premiums for players bought $GRVY. Sold a bunch of $sphr (huge run) covered JGB sold gas/oil names (huge run relative to the commodities) sold $joe and sold a bunch of other names. Very light here but I feel fine with this especially as cash is earning real money"  
[X Link](https://x.com/jayabacus/status/1685650182208114688)  2023-07-30T13:54Z [----] followers, [----] engagements


"Deficit numbers are out of control debt will keep growing to levels unsustainable. There's no austerity coming. The Fed is in a box and can't really do much. Lot's of moving parts but the likely scenario is pressure on stocks and real estate short term. I'll stay tight w names sell options to create income keep a healthy balance in money markets and [--] year treasuries where I can't get hurt. Longer term they will have to eventually turn dovish and print ie buy bonds. They will have to give up on the silly 2% target inflation rate. Gold should start working I have bought some and will buy more"  
[X Link](https://x.com/jayabacus/status/1687139622843817988)  2023-08-03T16:33Z [----] followers, [----] engagements


"There's so many broken stocks and hundreds over valued. I'm doing less and less every day and just looking for event driven stuff. Bonds too attractive to ignore. Might be time to close everything down and go snorkeling for the next few months. Of course I'm too much of a degenerate to do this but I will have light exposure for sure"  
[X Link](https://x.com/jayabacus/status/1688940769715834881)  2023-08-08T15:50Z [----] followers, [----] engagements


"And no conference call because of this initiative with this to add "The Company continues to work toward a swift resolution to its strategic review process and remains pleased with both the status of negotiations and the options available to maximize shareholder value. The Company hopes to be in a position to offer a definitive update in the near term.""  
[X Link](https://x.com/jayabacus/status/1689385223161524224)  2023-08-09T21:16Z [----] followers, [----] engagements


"Near term being the most important takeaway for me. They delayed the numbers likely trying to get this done in time I wouldnt be surprised to see deal terms within the next [--] days"  
[X Link](https://x.com/jayabacus/status/1689594612732620800)  2023-08-10T11:08Z [----] followers, [---] engagements


"By far the best move in [----] has been lowering my biotech exposure dramatically. Its been nothing but profits ever since and importantly its fun again. Biotechs have a way of sucking the life out of you"  
[X Link](https://x.com/anyuser/status/1690371689832419328)  2023-08-12T14:36Z [----] followers, [----] engagements


"@Alex44356093 I stopped asking that question and why are funds selling a long time ago. No way to handicap that just buy great businesses and wait for the payday. Same with 10B5-1"  
[X Link](https://x.com/jayabacus/status/1690438018836860928)  2023-08-12T19:00Z [----] followers, [---] engagements


"Had to block blue chew adds. Its just too much intraday"  
[X Link](https://x.com/jayabacus/status/1691202988465954816)  2023-08-14T21:39Z [----] followers, [---] engagements


"@topologic_apple Ycc first then blow up. Hasnt happened yet in Japan and they are in much worse shape"  
[X Link](https://x.com/jayabacus/status/1705003689109242055)  2023-09-21T23:38Z [----] followers, [--] engagements


"Wow my ticket guy told me u2 prices doubled today. $sphr"  
[X Link](https://x.com/jayabacus/status/1708231697785921644)  2023-09-30T21:25Z [----] followers, [----] engagements


"My ticket guy.U2 tickets that were $210 a week ago I just sold for $600 $SPHR"  
[X Link](https://x.com/jayabacus/status/1709324471973163040)  2023-10-03T21:48Z [----] followers, [---] engagements


"@given2tweet 55M visitors a year going to Vegas unless you're a degenerate gambler sitting at a slot all day you're going to check out the $SPHR"  
[X Link](https://x.com/jayabacus/status/1709970880938352827)  2023-10-05T16:36Z [----] followers, [--] engagements


"Sold a bunch of [--] year treasuries and redeploying in the sale of puts and covered calls. Love the sale of $SPHR NOV [----] puts for [----] ish. Buying $MAA $GRVY (again) etc. R/R much better here on so many names"  
[X Link](https://x.com/jayabacus/status/1710293612158705769)  2023-10-06T13:59Z [----] followers, [---] engagements


"Added $AIV to my basket of reits ( $MAA $CPT ) most of these apartment reits have been cut in half rents still rising though less so but housing shortfall is a tail wind and many of these have fine balance sheets. I expect TO's in the group from private equity and/or pension funds at some point"  
[X Link](https://x.com/jayabacus/status/1712892014658724149)  2023-10-13T18:04Z [----] followers, [---] engagements


"@given2tweet Interesting option volume in $SPHR today. I sold a few puts myself"  
[X Link](https://x.com/jayabacus/status/1712927163945460110)  2023-10-13T20:23Z [----] followers, [--] engagements


"Great find this is a must watch video $SPHR"  
[X Link](https://x.com/jayabacus/status/1714746978200940565)  2023-10-18T20:55Z [----] followers, [----] engagements


"This is fantastic research on $SPHR take a few minutes to read the link below. Here's a PDF of my piece on $SPHR Highlights: - $90 price target vs $35 current - November repricing catalyst with company's first guidance issuance. Margin upside vs street is likely - Weekend viral ads from Xbox and Playstation should generate significant follow through Here's a PDF of my piece on $SPHR Highlights: - $90 price target vs $35 current - November repricing catalyst with company's first guidance issuance. Margin upside vs street is likely - Weekend viral ads from Xbox and Playstation should generate"  
[X Link](https://x.com/jayabacus/status/1717610674543558906)  2023-10-26T18:34Z [----] followers, [----] engagements


"$GRVY trades US only (S Korean Co). I believe this is the best r/r in the market today. Trading $61 currently.$50/share cash no debt $20 eps trading with an EV per share of $11/share so P/EV is .5. Just received approval for China which is huge. Parent Co in Japan owns 60% thin stock but not impossible to build a decent position I think the end game is parent co takes out the rest of the shares large buyback or sale of the whole company comps are multiples of this mkt cap ie 3-4X current price"  
[X Link](https://x.com/jayabacus/status/1717916332606230974)  2023-10-27T14:49Z [----] followers, [----] engagements


"#Teslasphere $SPHR"  
[X Link](https://x.com/jayabacus/status/1718662357436514644)  2023-10-29T16:13Z [----] followers, [---] engagements


"Of course they cut the multi family sunbelt reits at the bottom of the market . Stocks bounced great sign the bottom or close was made . Good luck buying a house renting in these communities is the way to go probably 1/2 the cost compared to buying. Rents still strong and growing occupancy the same or close to all time highs. Wouldnt be surprised to see PE involvement or pension funds. Great way to get a high yield and grow with inflation. $maa $CPT and a spec position in $aiv"  
[X Link](https://x.com/jayabacus/status/1719413960049336798)  2023-10-31T18:00Z [----] followers, [----] engagements


"At first glance I see nothing surprising in $SPHR qtr the juice will be in the cc at 10am"  
[X Link](https://x.com/jayabacus/status/1722233189509537809)  2023-11-08T12:42Z [----] followers, [----] engagements


"If anything $7.8M in $SPHR looks high for [--] nights of U2 and some advertising"  
[X Link](https://x.com/jayabacus/status/1722233885227180216)  2023-11-08T12:45Z [----] followers, [---] engagements


"$SPHR full Qtr release"  
[X Link](https://x.com/jayabacus/status/1722236243520733346)  2023-11-08T12:54Z [----] followers, [---] engagements


"Selling puts in $SPHR should be a fair amount of news and publicity over the next couple of months"  
[X Link](https://x.com/anyuser/status/1722301530865377699)  2023-11-08T17:14Z [--] followers, [----] engagements


"$sphr a champ today in a sea of red"  
[X Link](https://x.com/jayabacus/status/1722743667390116142)  2023-11-09T22:31Z [----] followers, [---] engagements


"@markcnnfn Thanks yeh I think the timing is right qtr was a beat and raise and stock down huge from $45 high's. Good balance sheet and earning money. Should work from here"  
[X Link](https://x.com/jayabacus/status/1723007606816391459)  2023-11-10T16:00Z [----] followers, [---] engagements


"@LoRezTrader @FromValue $CAVA is the re-birth of $CMG. Granted more expensive than CMG back at the same time but I don't see anything stopping them from becoming the Greek version of CMG. AUV is already close to CMG and they are just getting started"  
[X Link](https://x.com/jayabacus/status/1724811596738728212)  2023-11-15T15:28Z [----] followers, [---] engagements


"Fed will end tightening dollar will likely weaken w economy and more dovish fed gold trading near highs. Gold miners trading at historic lows (vs the metal) very much out of favor. Im buying juniors this week. I dont see a lot of risk and theres a shot that real momentum comes back to the space. Or at the least a trade . $GDXJ to start and one small jr gold miner"  
[X Link](https://x.com/jayabacus/status/1726933371501023289)  2023-11-21T11:59Z [----] followers, [----] engagements


"One of the reasons I went so large in gold miners last week is $gdx has been up 80% of the time in December (over the last ten years). This year in particular looks better than years past. Everything is working for the metal and the miners are historically cheap by any metric"  
[X Link](https://x.com/jayabacus/status/1729327877093528058)  2023-11-28T02:34Z [----] followers, [----] engagements


"@Flobert77324715 1% is $70m"  
[X Link](https://x.com/jayabacus/status/1729706798830026945)  2023-11-29T03:40Z [----] followers, [---] engagements


"No one cares (yet) but it's only going to take three months for the USG to add $1T in debt to the balance sheet. Three months during normal times nothing unusual going on to justify this ie covid war etc. For reference tax receipts will come in around $4.6T"  
[X Link](https://x.com/jayabacus/status/1731680765262348623)  2023-12-04T14:24Z [----] followers, [----] engagements


"@Josh_Young_1 Josh do you mind doing a quick comp w $VTLE vs CrownRock ie Mboed reserves acerage EV etc Would be much appreciated"  
[X Link](https://x.com/jayabacus/status/1734557938042241393)  2023-12-12T12:56Z [----] followers, [---] engagements


"@adamfeuerstein Ok I kind of like their "" - it's not the Odyssey poem but I'll take it"  
[X Link](https://x.com/jayabacus/status/1738293968452882728)  2023-12-22T20:22Z [----] followers, [----] engagements


"Grabbed a lil $ANSS today these deals usually go through but risky of course"  
[X Link](https://x.com/jayabacus/status/1738312720896659793)  2023-12-22T21:37Z [----] followers, [----] engagements


"Happy New Year Twitter fam"  
[X Link](https://x.com/anyuser/status/1741580934086848684)  2023-12-31T22:03Z [--] followers, [----] engagements


"The number of winners you have vs the number of losers is the most important factor in determining returns"  
[X Link](https://x.com/jayabacus/status/1742351878388633745)  2024-01-03T01:07Z [----] followers, [----] engagements


"Starter $MATW [--] solid divisions worth the mkt cap and a great division called Industrial Technology"  
[X Link](https://x.com/jayabacus/status/1743353512505872763)  2024-01-05T19:27Z [----] followers, [----] engagements


"Think of this division as the $AMAT of lithium ion battery manufacturing. Inexpensive stock plenty of ways for them to monetize this division which if went public today would probably trade at the current mkt cap. $MATW"  
[X Link](https://x.com/anyuser/status/1743365592894079068)  2024-01-05T20:15Z [--] followers, [---] engagements


"Hedging on $CLRB by deal buyers is a rounding error on trading volume. Still buying hope to see $5 next week"  
[X Link](https://x.com/anyuser/status/1744372076650127666)  2024-01-08T14:54Z [--] followers, [----] engagements


"$CLRB As mentioned yesterday most of the hedging likely done and holders who are betting on targeted radiotherapy will start to build exposure here"  
[X Link](https://x.com/jayabacus/status/1744753672909635648)  2024-01-09T16:11Z [----] followers, [----] engagements


"@BobMarshall63 @Bios_n_Techs @SudhanvaRaj You are missing nothing except there are more shares out from the recent offering and 13m warrants at [----] that will be exercised on the 22nd. This will add $40m to the balance sheet"  
[X Link](https://x.com/anyuser/status/1744897852982071370)  2024-01-10T01:44Z [--] followers, [---] engagements


"@Michaelrose102 You have to add back the cash from warrants/options if you're going to include fully diluted. Cash goes onto the balance sheet"  
[X Link](https://x.com/jayabacus/status/1745544061199454548)  2024-01-11T20:31Z [----] followers, [---] engagements


"I'll take home some $DOCU for the long weekend"  
[X Link](https://x.com/jayabacus/status/1745834213234930046)  2024-01-12T15:44Z [----] followers, [----] engagements


"@BobMarshall63 I think it looks more like $imgn a year ago but I get your point"  
[X Link](https://x.com/jayabacus/status/1745869487302140219)  2024-01-12T18:04Z [----] followers, [---] engagements


"$docu deal very likely to come Tuesday am"  
[X Link](https://x.com/anyuser/status/1745874019641962819)  2024-01-12T18:22Z [--] followers, [----] engagements


"@DeepSouthDoctor $RAYZ BO price equals $68 $CLRB. I'm patient here like you are I think we'll see multiples of current price. But first we'll need to get through this warrant hedging ending on Friday"  
[X Link](https://x.com/jayabacus/status/1747685120725680235)  2024-01-17T18:19Z [----] followers, [---] engagements


"Selling puts in $VKTX high likelihood stock stays well bid in light of dual GLP1/GIP agonist programs. Prob gets taken out but if not I think I'll get paid well over the next year"  
[X Link](https://x.com/jayabacus/status/1748000740344201223)  2024-01-18T15:13Z [----] followers, [----] engagements


"@Slingshot_Invst is having a follow up interview with Dr. Evangelos Terpos -MD/PhD. He nailed what this data would look like during the last KOL he's back giving his view on the latest pivotal data set. Tune in if you can or join up if you're a biotech investor/trader. $CLRB"  
[X Link](https://x.com/jayabacus/status/1748138295257616597)  2024-01-19T00:20Z [----] followers, [----] engagements


"Dr. Terpos said in his last call before this dataset was out (Clover) "We do have my main issue is that we do have a totally different way of action. I think this is extremely important. We have immunochemotherapy for Waldenstrom okay we have BTK inhibitors and then we have nothing. And here we have a drug that may be useful in more cancers than myeloma or plasma cell neoplasm or Waldenstrom macroglobulinemia because of the way of action. Because it binds to secreted phospholipids that are in the cancer cell in order to give them radiation therapy locally in the cancer cell level. I think"  
[X Link](https://x.com/jayabacus/status/1748512058461593701)  2024-01-20T01:05Z [----] followers, [---] engagements


"Anyone get the warrants and cash for $MRTX"  
[X Link](https://x.com/jayabacus/status/1750175696545034355)  2024-01-24T15:16Z [----] followers, [----] engagements


"Perfect timing for the civil war movie coming https://t.co/YstQhYNFXT https://t.co/YstQhYNFXT"  
[X Link](https://x.com/jayabacus/status/1750867154184835367)  2024-01-26T13:03Z [----] followers, [----] engagements


"@Pharmdca The $RYZB equivalent to CLRB on a net cash basis is $68/share . I feel good about CLRB at $3.75 esp since they have a drug closer to approval more advanced pipeline extensive IP and a delivery tech. Patience here but very much think its worth 5x"  
[X Link](https://x.com/jayabacus/status/1750990820910535074)  2024-01-26T21:15Z [----] followers, 15.1K engagements


"Oversized $amzn and $cytk through Monday"  
[X Link](https://x.com/jayabacus/status/1753090354897695074)  2024-02-01T16:18Z [----] followers, [----] engagements


"When you're running $2T deficits it's going to add stimulus"  
[X Link](https://x.com/jayabacus/status/1753431346968457581)  2024-02-02T14:53Z [----] followers, [----] engagements


"Doubled $baba will be a great turn around story. Loaded with cash and assets. Not some shitty cyclical story here and just a matter of time before China launches a massive stimulus package"  
[X Link](https://x.com/jayabacus/status/1755627931634692517)  2024-02-08T16:21Z [----] followers, [----] engagements


"Any kind of real stimulus package in China and we could be looking at generational low's here"  
[X Link](https://x.com/jayabacus/status/1756033733105258735)  2024-02-09T19:14Z [----] followers, [----] engagements


"It does feel like $CLRB has found a bottom $3.40's. Now we just need some patience as good news should flow throughout this year and next"  
[X Link](https://x.com/anyuser/status/1757060570505752795)  2024-02-12T15:14Z [----] followers, 14.7K engagements


"Back to my usual spot on a crappy mkt day"  
[X Link](https://x.com/anyuser/status/1757508294468366635)  2024-02-13T20:53Z [----] followers, [----] engagements


"Inflation may be a bit choppy but Im not seeing acceleration or anything of huge concern in any of the data. Commodities are behaving and thats pretty key"  
[X Link](https://x.com/jayabacus/status/1757510075596296511)  2024-02-13T21:00Z [----] followers, [---] engagements


"Just added vodka to my protein shake I knew its been missing something"  
[X Link](https://x.com/jayabacus/status/1758604574464589875)  2024-02-16T21:29Z [----] followers, [----] engagements


"$CLRB nice comp with $IOVA Amtagvi. Similar market size just approved for 2L price $515k per one time treatment mkt cap around $3B Bodes well for $CLRB pricing and mkt size likely similar. Though discount CLRB since not yet approved and liquids vs solids and you still get a much higher valuation. CLRB up 5x from here is only 1/3 the valuation of IOVA"  
[X Link](https://x.com/anyuser/status/1758781766238630182)  2024-02-17T09:13Z [----] followers, 17.1K engagements


"A very good refresher for $CLRB investors or new to the story from Andrei Shustov who came from Seagen to join Cellectar last year . "Waldenstrom macroglobulinemia is a neoplasm of small-b lymphocytes plasmacytoid lymphocytes and plasma cells usually involving bone marrow and sometimes lymph nodes and spleen. It is characterized by slow indolent growth but eventually the crowding of the bone marrow results in cytopenias and suppression of the immune system raising the risk of infection. It is further characterized by uncontrolled production of IgM monoclonal protein not dissimilar for"  
[X Link](https://x.com/anyuser/status/1763253849773560059)  2024-02-29T17:24Z [----] followers, 11.3K engagements


"New year high coming in $CLRB"  
[X Link](https://x.com/jayabacus/status/1766113889962410479)  2024-03-08T14:48Z [----] followers, [----] engagements


"I find it odd that so few financial folks dont understand and or discuss $34T in govt debt is massive stimulus. Its an enormous amount of money/credit added to the system and the primary reason the feds [--] times policy hikes have had little effect. Soft landing yes. But the box the fed is in is a problem. Doing nothing ie staying tight is exploding the deficits and making the coming debt crises worse. Shifting looser will pump the economy and likely see inflation rise. Eventually the debt will create a crises the fed cant fix. Timing is unknown of course but I would bet within a decade well"  
[X Link](https://x.com/jayabacus/status/1766853293098127869)  2024-03-10T15:47Z [----] followers, [----] engagements


"For reference the economics of $FUSN BO works out to about $50/share $CLRB.I think its fair to say theres some value in $CLRB here"  
[X Link](https://x.com/jayabacus/status/1770051730719256672)  2024-03-19T11:36Z [----] followers, [----] engagements


"I'm still short JGB's. I'm convinced this is the ultimate hedge against a debt crises. It should happen in Japan before the US as their balance sheet is total trash and yields are still insanely low ie .73% on the [--] year. Should work even without a debt crises just like what has happened here overt the last couple of years imo"  
[X Link](https://x.com/Realdumbstunt/status/1772289613563904071)  2024-03-25T15:49Z [----] followers, [----] engagements


"@UrbanKaoboy @SantiagoAuFund I dont think they have a choice cant lose control over the yen"  
[X Link](https://x.com/Realdumbstunt/status/1772437278746464760)  2024-03-26T01:35Z [----] followers, [---] engagements


"BREAKING NEWS: DeSantis Signs Into Law Hardline Property Rights Bill To . via @YouTube https://youtu.be/YByGa0uwoEssi=iPHhmZU1fcGoeTVX https://youtu.be/YByGa0uwoEssi=iPHhmZU1fcGoeTVX"  
[X Link](https://x.com/jayabacus/status/1773125733755293906)  2024-03-27T23:11Z [----] followers, 13.3K engagements


"Ill stay mkt neutral until bond yields back down . Until then we have problems"  
[X Link](https://x.com/jayabacus/status/1775145500410302936)  2024-04-02T12:57Z [----] followers, [----] engagements


"Starter $JRVR acquisition rumors"  
[X Link](https://x.com/jayabacus/status/1778054474637983964)  2024-04-10T13:36Z [----] followers, [----] engagements


"I think $VKTX has to be at the top of any big pharma BO list. This market is just too big to ignore"  
[X Link](https://x.com/anyuser/status/1778064159852187869)  2024-04-10T14:15Z [----] followers, 16.6K engagements


"@AC16_1992 I'm not a huge fan of buying weakness but in this case since we're dealing with a historic market opportunity I'm making an exception and buying size. $VKTX"  
[X Link](https://x.com/jayabacus/status/1778071784027234457)  2024-04-10T14:45Z [----] followers, [----] engagements


"$LLY mkt cap has added what about $300B mkt cap on GLP-1 Someone taking out a real competitor at $15B is nothing. $VKTX"  
[X Link](https://x.com/jayabacus/status/1778076292413333620)  2024-04-10T15:03Z [----] followers, [----] engagements


"One other important note here is the avg duration of bonds held is [---] years. So they won't face the large markdowns if forced to sell to pay claims that banks and other insurance companies are facing in this higher rate environment. Their sole risk is reserve risk vs. policy premiums"  
[X Link](https://x.com/jayabacus/status/1778139643738779670)  2024-04-10T19:15Z [----] followers, [---] engagements


"$vktx now my largest position lets get a deal done Brian"  
[X Link](https://x.com/anyuser/status/1781335068838945129)  2024-04-19T14:52Z [----] followers, [----] engagements


"@given2tweet My weekend methadone is light sports betting"  
[X Link](https://x.com/jayabacus/status/1781708452244422875)  2024-04-20T15:36Z [----] followers, [---] engagements


"Looking forward to how these names play out I'm adding daily avg cost way down and feel great about them $VKTX $CLRB $SEED $BBIO $JRVR $ASCUF $RCM $HHH $LVTX and $JWN"  
[X Link](https://x.com/jayabacus/status/1782466930256805911)  2024-04-22T17:50Z [----] followers, [----] engagements


"@Pharmdca Starter $XFOR seems very cheap for what they have and CN opportunity"  
[X Link](https://x.com/jayabacus/status/1784923936997654979)  2024-04-29T12:33Z [----] followers, [---] engagements


"The only thing I'm seeing in $VKTX the last couple of days are 10B5-1 insider sales anything I'm missing"  
[X Link](https://x.com/jayabacus/status/1790034508646908022)  2024-05-13T15:00Z [----] followers, [----] engagements


"Fantastic numbers out of $SEED revs up 40% yoy. And this is before any of their proprietary growth products enter the market. I expect an acceleration of revenue growth going forward and wouldn't be surprised to see triple digit % revenue growth in [----] and beyond"  
[X Link](https://x.com/jayabacus/status/1790720422637363299)  2024-05-15T12:26Z [----] followers, [----] engagements


"They grew the company 40% yoy with their current balance sheet. They have no debt theyre profitable and they have some cash. I think they could raise money anytime they want from the other big three seed companies at prices north of here but as you said theyre sensitive to dilution so not sure what theyll do if anything"  
[X Link](https://x.com/jayabacus/status/1790758641580101765)  2024-05-15T14:58Z [----] followers, [--] engagements


"@Carflos223Matos @hawk4075 @the_dot_dot_dot @JosephRamelli $SEED It's anyone's guess what the revenue growth rate will be once NEC and GMO seeds hit the market. I wouldn't be surprised if we see triple digit % (or close) for a few years. I think this view is why the stock is up close to 100% in the last few weeks"  
[X Link](https://x.com/jayabacus/status/1791172559058157846)  2024-05-16T18:23Z [----] followers, [---] engagements


"I can't imagine $VKTX is a stand-alone company for much longer. Such an enormous opportunity for big pharma there's no way they're going to let this one get away. I think the only question is how much and when. Love the weakness here to increase exposure"  
[X Link](https://x.com/anyuser/status/1791479668215795902)  2024-05-17T14:43Z [----] followers, [----] engagements


"Shorted $LLY against long $VKTX"  
[X Link](https://x.com/jayabacus/status/1791504031635968299)  2024-05-17T16:20Z [----] followers, [----] engagements


"In the last [--] months $LLY's mkt cap has moved from $340B to roughly $770B today there has to be close to $300-$400B attributed to GLP-1 agree If close to being true this just simply points to dramatic undervaluation of $VKTX with only a $7B mkt cap and what looks like a better GLP-1 franchise. Big pharma wastes a lot of money on stupid deals but this one at $15B is a lay-up. I think a BO happens any day and at a huge premium. Anyone smart enough to buy them probably adds that to their mkt cap on day [--] and essentially gets the company for nothing"  
[X Link](https://x.com/anyuser/status/1795171419979968821)  2024-05-27T19:13Z [----] followers, 59K engagements


"Starter $imvt seems like a high probability acquisition candidate"  
[X Link](https://x.com/jayabacus/status/1796205060810031477)  2024-05-30T15:40Z [----] followers, [----] engagements


"$vktx https://seekingalpha.com/news/4111624gt=7db411a0fc063b44 https://seekingalpha.com/news/4111624gt=7db411a0fc063b44"  
[X Link](https://x.com/jayabacus/status/1796206684450197756)  2024-05-30T15:47Z [----] followers, [----] engagements


"@CapitalFang If you dont mind after these last few deals close what does the asset value look like vs all the debt/pfd etc"  
[X Link](https://x.com/jayabacus/status/1797814601960309214)  2024-06-04T02:16Z [----] followers, [---] engagements


"I'm at a loss here on the action of $VKTX just very odd"  
[X Link](https://x.com/jayabacus/status/1797999080184156186)  2024-06-04T14:29Z [----] followers, [----] engagements


"@Bios4L $lly should buy $vktx for the baller move of 2024"  
[X Link](https://x.com/jayabacus/status/1798313056692535624)  2024-06-05T11:16Z [----] followers, [----] engagements


"It's really unfortunate that us Twitter guys/gals have no ape power. But that's because we're in so many different names. We need to ape together and find the right name to support but the problem is we would never stick together and cut each others throat for a profit.and that's why they can do this and we can't. In the end they probably will lose unless they have enough of them to absorb the tens of millions of shares $GME sells It's possible but in the meantime I find this very entertaining"  
[X Link](https://x.com/jayabacus/status/1799073547887005721)  2024-06-07T13:38Z [----] followers, [----] engagements


"How dumb are these big pharma boards. Imagine you're a board member of $PFE $MRK $AZN etc and you've done a thousand crapy acquisitions. Meanwhile you have a fraction of $LLY's mkt cap because of GLP-1. And instead of buying $VKTX the best tech in GLP-1 they work on their own tech a few years behind and questionable tox and efficacy"  
[X Link](https://x.com/anyuser/status/1799125587111403935)  2024-06-07T17:05Z [----] followers, 18K engagements


"@Mike_Taylor1972 Best in class would also come along with a higher price point"  
[X Link](https://x.com/jayabacus/status/1799408720117657992)  2024-06-08T11:50Z [----] followers, [---] engagements


"True Rant incoming. - leaving Caitlin Clark off the women's Olympic team is the dumbest shit I've ever heard https://t.co/RXg0XwFwtN Rant incoming. - leaving Caitlin Clark off the women's Olympic team is the dumbest shit I've ever heard https://t.co/RXg0XwFwtN"  
[X Link](https://x.com/jayabacus/status/1799534452365730157)  2024-06-08T20:10Z [----] followers, [----] engagements


"Rough couple of weeks in $vktx still holding position here. Started $th today"  
[X Link](https://x.com/jayabacus/status/1800642619497726006)  2024-06-11T21:33Z [----] followers, [----] engagements


"@sharkbiotech @JonahLupton The same buyer owns 65% of the company. I made the bet today they will renegotiate lower ie high 9s. But worst case I think they redeploy assets and sell later in the year"  
[X Link](https://x.com/jayabacus/status/1800674032003805654)  2024-06-11T23:38Z [----] followers, [---] engagements


"What ever happened to the choose rich guys"  
[X Link](https://x.com/jayabacus/status/1801051249858473985)  2024-06-13T00:37Z [----] followers, [----] engagements


"Either you give $LLY pretty much the whole obesity market for years or you buy $VKTX and go head to head. Obviously they still need to invest in pipeline obesity drugs. It would be incredibly dumb of these other pharma's to let this asset go for what is the biggest TAM in the history of drugs. Some company out there has to be smart enough to get competitive here. Who cares about the cogs when the TAM is $130B.hasn't hurt LLY"  
[X Link](https://x.com/jayabacus/status/1801620893749141559)  2024-06-14T14:21Z [----] followers, 15.3K engagements


"Another takeaway from the $vktx call is type c meeting was granted and hope to have fda input (in writing) on going directly to p3. Company feels like there is not much if anything to learn from 2b. Obviously this is important as shaves a year ish off the timeline"  
[X Link](https://x.com/anyuser/status/1801975409522729054)  2024-06-15T13:49Z [----] followers, [----] engagements


"I would say Gold is safer than any other asset and has hedged inflation for hundreds of yearsas well as hedged failed currencies for thousands of years. Imagine working 9-5 for [--] years then The Fed prints 40% of the total money supply and inflates away [--] years of your work. Imagine working 9-5 for [--] years then The Fed prints 40% of the total money supply and inflates away [--] years of your work"  
[X Link](https://x.com/jayabacus/status/1802656793325142385)  2024-06-17T10:57Z [----] followers, [----] engagements


"$CLRB just tripled their rental space. https://www.sec.gov/ixdoc=/Archives/edgar/data/0001279704/000110465924074747/tm2418236d1_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001279704/000110465924074747/tm2418236d1_8k.htm"  
[X Link](https://x.com/anyuser/status/1805811725544857903)  2024-06-26T03:54Z [----] followers, [----] engagements


"My first encounter with $ALNY is when they stole Tekmira's (now $abus) tech then got sued and settled. I don't trust these guys probably a great short here"  
[X Link](https://x.com/jayabacus/status/1805952238185070741)  2024-06-26T13:12Z [----] followers, [----] engagements


"Right now I'm looking/taking any trading profits I can create or have and adding VKTX. I could care less about a gap or squiggly lines crossing other squiggly lines"  
[X Link](https://x.com/anyuser/status/1805965234823184474)  2024-06-26T14:03Z [----] followers, [----] engagements


"$VKTX 9m extra shares being sold into a weak market explains a lot of the weakness as of late"  
[X Link](https://x.com/anyuser/status/1806012479740223949)  2024-06-26T17:11Z [----] followers, 34.9K engagements


"Raise your hand if youre sick of small cap biotechs Just too difficult not worth it"  
[X Link](https://x.com/jayabacus/status/1806494661084664262)  2024-06-28T01:07Z [----] followers, 15.4K engagements


"This is unbelievable the Democrats have finally figured out they have a problem"  
[X Link](https://x.com/jayabacus/status/1806518515635040624)  2024-06-28T02:42Z [----] followers, [----] engagements


"@alphadecaytrade I get that Lilly and Novo are suing them hopefully they sue everyone because many medical day spas seem to be doing this but shouldnt the FDA be in the process of closing these places down Seems like all the doses are available just a little less supply than theyd like"  
[X Link](https://x.com/jayabacus/status/1807019883751756092)  2024-06-29T11:54Z [----] followers, [---] engagements


"@biopharmacaster @BioStocks What has $PFE done right"  
[X Link](https://x.com/jayabacus/status/1811353317282328851)  2024-07-11T10:54Z [----] followers, [---] engagements


"Any acquirer who lands $VKTX at $100-120 will see their mkt cap go up roughly the same as the purchase price.essentially will get VKTX for nothing. I just can't imagine big pharma not scooping and now would be the best time. But are they smart enough they've done some bad deals"  
[X Link](https://x.com/anyuser/status/1813660486786838951)  2024-07-17T19:42Z [----] followers, 19.4K engagements


"Funniest shit Ive seen in a long time. DONALD TRUMP (SHANE GILLIS) + JOE BIDEN (ADAM RAY) via @YouTube https://youtu.be/ZgHR4ug866Qsi=6hxAZDUTqocsb178 https://youtu.be/ZgHR4ug866Qsi=6hxAZDUTqocsb178"  
[X Link](https://x.com/jayabacus/status/1814056959059829130)  2024-07-18T21:57Z [----] followers, [---] engagements


"It's crazy to think the obesity market will be much bigger than all of these drugs combined; Humira Keytruda Eliquis Revlimid Opdivo Imbruvica Enbrel Stelara Xarelto and Herceptin. So I'm pretty comfortable owning what looks like best in class even if it's a few years behind the current mkt share leaders. If $amgn $mrk $pfe etc decide to pass on $VKTX for their own pipeline someone else will grab this low hanging fruit at some point. Until then I'm happy owning it longer term and trading some low 50's to 60"  
[X Link](https://x.com/anyuser/status/1814681665727246657)  2024-07-20T15:19Z [----] followers, [----] engagements


"$ABBV $MRK $BMY $JNJ $AMGN $BAYRY $RHHBY It's crazy to think the obesity market will be much bigger than all of these drugs combined; Humira Keytruda Eliquis Revlimid Opdivo Imbruvica Enbrel Stelara Xarelto and Herceptin. So I'm pretty comfortable owning what looks like best in class even if it's a few years It's crazy to think the obesity market will be much bigger than all of these drugs combined; Humira Keytruda Eliquis Revlimid Opdivo Imbruvica Enbrel Stelara Xarelto and Herceptin. So I'm pretty comfortable owning what looks like best in class even if it's a few years"  
[X Link](https://x.com/jayabacus/status/1815045091410518463)  2024-07-21T15:24Z [----] followers, [----] engagements


"$CLRB great deal for inst pipe buyers not so great for everyone else. Sold remaining shares and look forward to following along. Plenty of other places to go"  
[X Link](https://x.com/anyuser/status/1815444702495158511)  2024-07-22T17:52Z [----] followers, 13.2K engagements


"Although I'm not expecting $VKTX to go straight to P3 but if they're allowed to and with 16M shares short there will be serious fireworks. The other positive scenario is 2/3 study though I don't know how this would work quick 2b and right into p3 without meeting w FDA Of course straight to p3 is important but I'm equally interested in 60mg oral which may or may not be presented. Thoughts"  
[X Link](https://x.com/jayabacus/status/1815462850296516978)  2024-07-22T19:04Z [----] followers, [----] engagements


"$vktx shaved [--] to [---] years off the timeline and thats huge because it allows big pharma to get in here now and design p3"  
[X Link](https://x.com/anyuser/status/1816223317851877583)  2024-07-24T21:25Z [----] followers, 21.3K engagements


"@PTJtrader Just the design"  
[X Link](https://x.com/jayabacus/status/1816243046654021730)  2024-07-24T22:44Z [----] followers, [---] engagements


"Started a few new names $CLMT $MAA long copper sept futs added $AMZN sold a bunch of weekly options in $VKTX (I do this almost every week) long $GRFS and short $GRF and a bond steepner trade"  
[X Link](https://x.com/jayabacus/status/1816525648569258328)  2024-07-25T17:27Z [----] followers, [----] engagements


"$NVO up more than the mkt cap of the take-out price of $VKTX on GLP1 drug from may slow Alzheimers disease progression by protecting the brain study says. #justamatteroftimeVKTX"  
[X Link](https://x.com/anyuser/status/1818264903511077300)  2024-07-30T12:38Z [----] followers, [----] engagements


"Pretty surprising but after $vktx cc and plan to go directly to p3 the daily short interest actually climbed. Which means we still have a big bounce on good news. Maybe [--] 80mg oral data"  
[X Link](https://x.com/anyuser/status/1818802233024102821)  2024-08-01T00:13Z [----] followers, [----] engagements


"@BumbershootHlds @bearbullyjack He (us) might be better served to release top line [--] 80mg data when/if hes allowed to Im still uncertain on timing since its blinded and what the embargo rules are"  
[X Link](https://x.com/jayabacus/status/1820201497902121117)  2024-08-04T20:53Z [----] followers, [---] engagements


"Obviously Ive been a buyer of quality today more SPY QQQ and AMZN. Couldnt help myself and added $VKTX. Crazy prediction Buffett buys % of $AMZN"  
[X Link](https://x.com/jayabacus/status/1820466609284415806)  2024-08-05T14:27Z [----] followers, [----] engagements


"$mrk $pfe so dumb; $vktx right in front of their faces. Theyll make a move but when is prob the big question maybe before Obesity Week $LLY Mounjaro For Q2 2024worldwide Mounjaro revenue was $3.09 billion compared with $979.7 million in Q2 2023.Zepbound [----] Billion Meanwhile at least [--] other big pharmas continue to have nothing in the #obesity platform - anxiety over $LLY in board rooms will only grow today $LLY Mounjaro For Q2 2024worldwide Mounjaro revenue was $3.09 billion compared with $979.7 million in Q2 2023.Zepbound [----] Billion Meanwhile at least [--] other big pharmas continue to have"  
[X Link](https://x.com/jayabacus/status/1821506771938079167)  2024-08-08T11:20Z [----] followers, [----] engagements


"$LLY up a clean [--] times the market cap of $vktx this am adding"  
[X Link](https://x.com/anyuser/status/1821516777303527525)  2024-08-08T12:00Z [----] followers, [----] engagements


"I view $VKTX as a very good r/r trade (long) from now through earnings right around Obesity Week almost asymmetric if hedged against macro events. 1st oral data is blinded to management that ends once they reach the top dose likely done already at 100mg. They are embargoed (I believe) against releasing any data if they are allowed to release top-line only they could but likely would release only if positive. You know the expression good news travels fast. So that leaves us with no substantial news between now and earnings call. But if there is an acquisition they of course will have access to"  
[X Link](https://x.com/anyuser/status/1823497336951333060)  2024-08-13T23:10Z [----] followers, 18K engagements


"@NR7_CAPITAL Why 20s is there some sort of squiggly line or gap there"  
[X Link](https://x.com/jayabacus/status/1823623984597868591)  2024-08-14T07:33Z [----] followers, [---] engagements


"I dont think Ive worked harder and struggled as much this year than any years prior. Still doing fine but very frustrating as many names just didnt work out as hoped ie CLRB SEED TRIP and a bunch of potential acquisition plays. Granted there have been a few winners but not enough and seeing SPY on fire is brutal to the psyche. Of course theres still plenty of time left to knock the ball out of the park Were not leaving"  
[X Link](https://x.com/jayabacus/status/1823750892577022142)  2024-08-14T15:57Z [----] followers, [----] engagements


"Started $PRQR. $LLY going deeper into RNA/DNA with a new massive research and development hub in Boston. Their partner/collaborator PRQR is a logical choice PRQR mentioned LLY [--] times in their pr last week and also has a presence in Cambridge. LLY sinking a lot of money and resources there just makes sense stock acting well. I'll hang around until the end of the year and see if anything is cooking. I don't think there's much risk here but anything is possible in this sector"  
[X Link](https://x.com/jayabacus/status/1823796358308094215)  2024-08-14T18:58Z [----] followers, [----] engagements


"$BIDU working well. Started $INTC trading at book value something will happen and should work from here. Could/would NVDA buy them"  
[X Link](https://x.com/jayabacus/status/1824453529039212963)  2024-08-16T14:29Z [----] followers, [---] engagements


"I would imagine if there are any BO discussion going on now with $VKTX the $LLY news today just added a few points as well as motivation to the deal terms"  
[X Link](https://x.com/anyuser/status/1825892184043765965)  2024-08-20T13:46Z [----] followers, [----] engagements


"Endoscopy results hiatal hernia and inflammation. Cosmos bourbon and spicy margaritas.correlation"  
[X Link](https://x.com/jayabacus/status/1825977859288215574)  2024-08-20T19:27Z [----] followers, [----] engagements


"@blooddotegg Way too illiquid for me"  
[X Link](https://x.com/jayabacus/status/1826630792669511793)  2024-08-22T14:41Z [----] followers, [--] engagements


"Very smart move by $LLY for a bunch of reasons. Not sure what % of patients will draw from vial and self inject but this should pick up sales nicely. Also not sure of the costs of self injectors (margins) But this will grow the market and I dont think it impacts $VKTX rather many of the knock offs. Thinking about it this way if [----] sq oral approved and followed the single vial model would still be a massive win nothing changes especially if once monthly is an option maybe even a bigger advantage to VKTK"  
[X Link](https://x.com/anyuser/status/1828390478645006739)  2024-08-27T11:13Z [----] followers, 17.8K engagements


"IMO pricing GLP's lower will increase the market opt substantially in both market size and dollars"  
[X Link](https://x.com/jayabacus/status/1828408341887955441)  2024-08-27T12:24Z [----] followers, [----] engagements


"The funny thing is in my view nothing has changed for $VKTX today and slightly positive for $LLY. But the shorts have always had pretty good control over this one as their short interest rises it gets more difficult for them and as we've seen in the past we can have very quick recoveries. I bought a decent chunk today"  
[X Link](https://x.com/anyuser/status/1828478962332237902)  2024-08-27T17:05Z [----] followers, [----] engagements


"$vktx related"  
[X Link](https://x.com/anyuser/status/1828488238278869395)  2024-08-27T17:42Z [----] followers, [----] engagements


"@Anonym64382296 I feel like Ive looked at everything and cant find hardly anything that makes sense"  
[X Link](https://x.com/jayabacus/status/1829282347470209310)  2024-08-29T22:17Z [----] followers, [---] engagements


"Such a great example of life and investing. Sitting at the beach perfectly sunny [--] minutes later torrential rain the entire beach scatters I take [--] minute to look at the radar wind and sky ahead. [--] minutes later perfectly sunny beach emptycontrarian for life"  
[X Link](https://x.com/jayabacus/status/1829603793753030852)  2024-08-30T19:35Z [----] followers, [----] engagements


"@A_May_MD @Mark748779211 Pretty decent shot oral [----] is weekly which unless my brain no longer works changes the quantity needed. Of course this is unproven at this point but the half theory has merritt"  
[X Link](https://x.com/jayabacus/status/1829631036873162979)  2024-08-30T21:23Z [----] followers, [---] engagements


"@mikej36 No BO would be the big negative"  
[X Link](https://x.com/jayabacus/status/1831475747543990643)  2024-09-04T23:33Z [----] followers, [--] engagements


"At first glance it looks like $tern at highest dose had same weight loss as $vktx 2nd lowest dose and considerably worse aes"  
[X Link](https://x.com/jayabacus/status/1833109613090083047)  2024-09-09T11:46Z [----] followers, 11.2K engagements


"@bioinvestor24 I dont know about that 70% vomiting for the high dose arm is rough. In the end this is about the combination of tolerability/efficacy and peptides seem to be winning imo. The case for $vktx getting BO seems to improve every day"  
[X Link](https://x.com/jayabacus/status/1833348237282979928)  2024-09-10T03:34Z [----] followers, [---] engagements


"I follow $VKTX daily short interest report from Finra although not perfect it is still trending towards heavier shorting than last reported. I think we could see close to 20M shares short when published (I believe today after the close). This is a lot gun powder and the recent news of oral safety looking horrible in the space might be the match"  
[X Link](https://x.com/jayabacus/status/1833854938880922081)  2024-09-11T13:07Z [----] followers, 10.5K engagements


"Who owns blue mercury because the bills that come in from this place are insane"  
[X Link](https://x.com/jayabacus/status/1834244609670873296)  2024-09-12T14:56Z [----] followers, [---] engagements


"Previously I thought the BO price for $VKTX may have been around $100-115. However I now believe if the [--] [--] and 100mg continues to show bic safety and weight loss is showing a nice dose response they can get $120-150 depending on one or multiple bidders. I also think theres a very good shot this happens by Obesity Week so they can help design trials and make a big splash at ow. Of course who really knows and this is all speculation but its what I believe could and should happen. $mrk $pfe"  
[X Link](https://x.com/anyuser/status/1834248942940553505)  2024-09-12T15:13Z [----] followers, 15.8K engagements


"Starter $wow bid seems way too low. Betting on a higher offer"  
[X Link](https://x.com/jayabacus/status/1834264016039878979)  2024-09-12T16:13Z [----] followers, [---] engagements


"Very heavy volume in [--] minutes of trading this could really pop today $vktx"  
[X Link](https://x.com/jayabacus/status/1837126485695438945)  2024-09-20T13:47Z [----] followers, [----] engagements


"@masterlongevity Did you see the ATTR survey from Evercore which @bigpharmaguy posted"  
[X Link](https://x.com/jayabacus/status/1841864668115042688)  2024-10-03T15:35Z [----] followers, [---] engagements


"Looks like another hurricane is heading towards the West Coast to Florida should hit on Wednesday"  
[X Link](https://x.com/jayabacus/status/1842611358853918898)  2024-10-05T17:02Z [----] followers, [----] engagements


"Any word of Liutenent Dan"  
[X Link](https://x.com/jayabacus/status/1844203122589360161)  2024-10-10T02:27Z [----] followers, [----] engagements


"$rvnc holding the line in a sea of red"  
[X Link](https://x.com/jayabacus/status/1848400190039855198)  2024-10-21T16:25Z [----] followers, [----] engagements


"I cant think of a better investment for any man woman or child to make than $VOO"  
[X Link](https://x.com/jayabacus/status/1848400488942764486)  2024-10-21T16:26Z [----] followers, [----] engagements


"Just some more thoughts on the $RVNC buyout and the Teoxane sales disagreement in question. They have delayed this [--] times now which I think shows they're trying to work out an agreement on the sales numbers. There has been enough time passed and if this were dead I think they would have announced this by now. Also important they delayed the tender by [--] weeks [--] times and this 3rd time they only delayed by a week.must be getting very close and if it were not going well would they really extend by only a week There is a slight change of language in this last delay. Delay [--] and [--] did not have"  
[X Link](https://x.com/jayabacus/status/1848455565392916818)  2024-10-21T20:05Z [----] followers, [----] engagements


"Once $vktx settles in and reflects the markets price based on data and timeline it will be a great time to sell puts for a nice premium imo"  
[X Link](https://x.com/jayabacus/status/1853465831499288875)  2024-11-04T15:54Z [----] followers, [----] engagements


"Initiated a steepner trade ie long bond yields diverging from short term yields"  
[X Link](https://x.com/jayabacus/status/1853472223774027921)  2024-11-04T16:19Z [----] followers, [---] engagements


"Sold a bunch of the $VKTX [--] puts at various expirations through end of [--]. Think this is a very good risk/reward payoff"  
[X Link](https://x.com/jayabacus/status/1853510308851048489)  2024-11-04T18:51Z [----] followers, [----] engagements


"@ASchulz888 That's the goal try to find the right set ups without any news events on the horizon. I did $TMDX last week after the meltdown at the [--] strike"  
[X Link](https://x.com/jayabacus/status/1853526520696041947)  2024-11-04T19:55Z [----] followers, [---] engagements


"Jefferies $vktx"  
[X Link](https://x.com/jayabacus/status/1853537027356303718)  2024-11-04T20:37Z [----] followers, [----] engagements


"Not on my bingo card $vktx $90 to $63 on blowout data"  
[X Link](https://x.com/jayabacus/status/1853546566310834199)  2024-11-04T21:15Z [----] followers, 11.3K engagements


"Helpful note from Jeff on $VKTX"  
[X Link](https://x.com/jayabacus/status/1853762546844533129)  2024-11-05T11:33Z [----] followers, 34K engagements


"Shorts worked $VKTX hard yesterday setting up a nice squeeze on some future event rumor etc"  
[X Link](https://x.com/jayabacus/status/1853803279248916783)  2024-11-05T14:15Z [----] followers, [----] engagements


"A good place to see daily short interest though it's not perfect. You can see how aggressive they were type in any other symbol to get a comp $VKTX https://www.shortvolume.com/t=vktx https://www.shortvolume.com/t=vktx"  
[X Link](https://x.com/jayabacus/status/1853878897063927840)  2024-11-05T19:15Z [----] followers, [----] engagements


"@orrdavid What edge did you have in that trade"  
[X Link](https://x.com/jayabacus/status/1854151363011252459)  2024-11-06T13:18Z [----] followers, [---] engagements


"Shorted more $VKTX [--] puts. Short Russell 2K as a mkt hedge. Basically just need VKTX to stick this level and not get destroyed on short R2K. ROI should be very high if all works out"  
[X Link](https://x.com/jayabacus/status/1854182319839461437)  2024-11-06T15:21Z [----] followers, [----] engagements


"Now that the republicans are in control (or close) are you more or less likely to make capital investments such as buying equities real estate investing in your business making private investments etc More likely Less likely More likely Less likely"  
[X Link](https://x.com/jayabacus/status/1856334718259622206)  2024-11-12T13:54Z [----] followers, [----] engagements


"30 votes in a few minutes w 80% saying more likely. This is why we should have another good year in equities real estate should hold etc. The fly in the ointment could be long bond yields rising which is why I'm short bonds. But this position will be managed closely adding more if it works and cutting if wrong"  
[X Link](https://x.com/jayabacus/status/1856338757135331601)  2024-11-12T14:10Z [----] followers, [---] engagements


"If you're worried about Bezos selling some $AMZN shares consider that if Bill Gates never sold any $MSFT he'd likely be worth a $1T"  
[X Link](https://x.com/jayabacus/status/1856699289335947583)  2024-11-13T14:03Z [----] followers, [---] engagements


"@Pharmdca Not a day passes without our family receiving 1-5 packages from $AMZN it's a forever stock imo"  
[X Link](https://x.com/jayabacus/status/1856737345321713803)  2024-11-13T16:34Z [----] followers, [---] engagements


"Good note on $ardx just out"  
[X Link](https://x.com/jayabacus/status/1857122405921300588)  2024-11-14T18:04Z [----] followers, [----] engagements


"$VKTX for those worried about cdmo manufacturing I just bought this stock. Really cool story. $LFCR https://seekingalpha.com/article/4736376-lifecore-biomedical-finally-pure-play-cdmo-business https://seekingalpha.com/article/4736376-lifecore-biomedical-finally-pure-play-cdmo-business"  
[X Link](https://x.com/jayabacus/status/1858602622531359017)  2024-11-18T20:06Z [----] followers, [----] engagements


"Starter $BBIO for a trade think $30 is easy"  
[X Link](https://x.com/jayabacus/status/1861459862313369627)  2024-11-26T17:19Z [----] followers, [----] engagements


"@bigpharmaguy If this survey is even close to being accurate $BBIO should have a strong launch and ramp"  
[X Link](https://x.com/jayabacus/status/1861513028102922693)  2024-11-26T20:51Z [----] followers, [---] engagements


"Lots of bios are cheap but why does $RGNX seem extremely undervalued or not"  
[X Link](https://x.com/jayabacus/status/1864036807911817434)  2024-12-03T19:59Z [----] followers, [----] engagements


"I like how $TMDX is shrugging off a downgrade after the stock has fallen [---] points. I bought a nice starter position. Hard to find growth stocks at a discount in this tape. Granted they have work to do but I feel confident these guys can do it"  
[X Link](https://x.com/jayabacus/status/1869034432784674858)  2024-12-17T14:58Z [----] followers, [----] engagements


"Every year or so I say the same thing but I feel confident about it so I'll say it again. The $XBI is a POS and not because it simply goes nowhere in the long term but because the business of biotech is absolute trash. With the exception of miners no business is more difficult to execute. This is a space that incinerates cash has global and absolutely fierce competition no moat because there's is always a new modality the regulatory burden is beyond the scope of what can be written in a tweet and even if they make it through the decade of hell trying to get FDA approval there will always be a"  
[X Link](https://x.com/anyuser/status/1869724010000335272)  2024-12-19T12:38Z [----] followers, 19.8K engagements


"One stock I have been buying lately is $TMDX. This is a new paradigm of organ transplant platform tech and logistics. "Donor organs are maintained in a living functioning state perfused with warm oxygenated and nutrient-enriched blood. Organ assessment the OCS allows physicians to monitor and assess the viability of organs outside the body. Therapeutic intervention and optimization by replenishing organs with oxygen and nutrients the health of an organ can be optimized during transport". Game changer imo and the moat is massive not just with technology but with the entire logistics including"  
[X Link](https://x.com/jayabacus/status/1869727176309776732)  2024-12-19T12:51Z [----] followers, [----] engagements


"Yesterday was nothing more than a blip. If you don't agree with this just zoom out on any chart. But I think the general markets and QQQ's are just fine. And maybe not a popular opinion Powell did the right thing stocks real estate near historic high's complete and utter non-sense in the meme crypto space. He needs to end this non-sense clear the dead wood and keep inflation down even rates are fine here. Happy to add to great names here GOP will rock for the next [--] years"  
[X Link](https://x.com/jayabacus/status/1869762898102530189)  2024-12-19T15:13Z [----] followers, [---] engagements


"@CasinoHotelPro @pawcio2009 40k-50k new meme coins a day are created can't wait for this to end"  
[X Link](https://x.com/jayabacus/status/1869792690617073740)  2024-12-19T17:11Z [----] followers, [--] engagements


"Here is the primary competitor to $TMDX"  
[X Link](https://x.com/anyuser/status/1869803654682968417)  2024-12-19T17:55Z [----] followers, 13.5K engagements


"$baba is one of the worst stocks to ever do it but it's also a great trader"  
[X Link](https://x.com/jayabacus/status/1870281231130075161)  2024-12-21T01:32Z [----] followers, [----] engagements


"For all those investors who got screwed over and over again in $baba this ones for you https://phantom.com/tokens/solana/3QQCwLyb9uyGjnKzvcLsBLeFbNQCd45PKWZKkE4xpumpreferralId=9l36a4994kp https://phantom.com/tokens/solana/3QQCwLyb9uyGjnKzvcLsBLeFbNQCd45PKWZKkE4xpumpreferralId=9l36a4994kp"  
[X Link](https://x.com/jayabacus/status/1870284715078324350)  2024-12-21T01:46Z [----] followers, [----] engagements


"I was looking at the short interest in a bunch of names this weekend and $TMDX kept popping up which is not a big surprise if you follow the name. But what is surprising is if you filter some basic fundamentals ie balance sheet mkt cap to get rid of the worst companies TMDX is the 4th heaviest shorted stock. Which is insane in my opinion and of course if the shorts have this wrong and it is really just a blip as we've seen so many times in growth stocks (they all stumble at least once) then the pop will be massive. I'll leave the fundamentals for you to decide just wanted to point this out"  
[X Link](https://x.com/jayabacus/status/1871183427191402742)  2024-12-23T13:17Z [----] followers, 48.9K engagements


"Bought a decent starter in $HHH hoping Ackman makes a move here soon"  
[X Link](https://x.com/jayabacus/status/1871595153108148676)  2024-12-24T16:33Z [----] followers, [---] engagements


"We are very lucky to be living in the greatest country and its about to get even better. Merry Christmas and Happy Hanukkah X family"  
[X Link](https://x.com/jayabacus/status/1871938431322058929)  2024-12-25T15:17Z [----] followers, [----] engagements


"@KabraxFX @ElijahCablerF @MMMTwealth It's trade date"  
[X Link](https://x.com/jayabacus/status/1872712165695865258)  2024-12-27T18:32Z [----] followers, [--] engagements


"Starter $aldx way too cheap for $1b asset close to approval"  
[X Link](https://x.com/jayabacus/status/1874108485216227386)  2024-12-31T15:00Z [----] followers, [----] engagements


"Any thoughts what $sgmo Fabry is worth Be conservative as nothing in bio land is worth what most bulls believe"  
[X Link](https://x.com/jayabacus/status/1874127491004276932)  2024-12-31T16:16Z [----] followers, [----] engagements


"This is the nail in the coffin on the short $TMDX thesis. There is no math that works for them it all points to q3 as being a blip in the growth story and theyre back on track. Buying their own fleet was the smartest thing theyve done. This will add to revs margins eps and allow them to scale as they now control most of the logistics. Higher utilization of their fleet in [--] will translate to substantial revs and eps growth. I estimate they will hit 70-75% utilization in q4 based on jet travel ultimately getting closer to 80-85%. MOAT. $TMDX **Update with Details on Per-Aircraft Stats** Heres"  
[X Link](https://x.com/anyuser/status/1874445837205381278)  2025-01-01T13:21Z [----] followers, 33.2K engagements

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