[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @jfais20 Jonathan Faison Jonathan Faison posts on X about $nuvb, $asnd, $sndx, $xbi the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2786447854/interactions)  - X Week XXXXXX +27% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +63% - X Year XXXXXXXXX +118% ### Mentions: XX [#](/creator/twitter::2786447854/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +56% - X Year XXXXX +193% ### Followers: XXXXXX [#](/creator/twitter::2786447854/followers)  - X Week XXXXXX +0.53% - X Month XXXXXX +1.70% - X Months XXXXXX +14% - X Year XXXXXX +26% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2786447854/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [$nuvb](/topic/$nuvb) #1, [$asnd](/topic/$asnd) 5.45%, [$sndx](/topic/$sndx) #10, [$xbi](/topic/$xbi) 3.64%, [$slno](/topic/$slno) 2.73%, [$nams](/topic/$nams) #11, [$cogt](/topic/$cogt) #12, [ip](/topic/ip) 1.82%, [$bhvn](/topic/$bhvn) 1.82%, [$swtx](/topic/$swtx) XXXX% **Top accounts mentioned or mentioned by** [@joserestonva](/creator/undefined) [@aafree](/creator/undefined) [@geneinvesting](/creator/undefined) [@wassimlaroussi3](/creator/undefined) [@semodough](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@scorpionfund](/creator/undefined) [@biotech2k1](/creator/undefined) [@elmonogran42994](/creator/undefined) [@biodragonz](/creator/undefined) [@pennyinvests](/creator/undefined) [@lizzylaw](/creator/undefined) [@rinotrollcat](/creator/undefined) [@notthatkindofdr](/creator/undefined) [@mashreez](/creator/undefined) [@piratewaffle](/creator/undefined) [@thecheeb](/creator/undefined) [@michiganvalue](/creator/undefined) [@andersresearch](/creator/undefined) [@biotechiq](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Dawn Protocol (DAWN)](/topic/$dawn) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Tarsus Pharmaceuticals, Inc. Common Stock (TARS)](/topic/$tars) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Akropolis (AKRO)](/topic/$akro) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [uniQure N.V. (QURE)](/topic/$qure) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Geron Corp (GERN)](/topic/$gern) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Vera Therapeutics, Inc. Class A Common Stock (VERA)](/topic/$vera) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) ### Top Social Posts Top posts by engagements in the last XX hours "True but I don't have "Buffett" patience (don't know about you all) 3-5 year holding timeframe but want to see clinical & commercial momentum accelerating in the near term as well $XBI $SNDX $NUVB good example what we look for (on entry attractive across multiple timeframes)" [X Link](https://x.com/jfais20/status/1996949662956220874) 2025-12-05T14:27Z 11.1K followers, 1836 engagements "$SLNO- don't like IP though relying on methods to treat (I prefer CoM). To be fair that's why I've missed out on $MIRM and a few others though" [X Link](https://x.com/jfais20/status/1985875451105968419) 2025-11-05T01:02Z 11.1K followers, 2148 engagements "$IDYA- will keep eyes on this one for an overreaction" [X Link](https://x.com/jfais20/status/1997097702446838194) 2025-12-06T00:16Z 11.1K followers, 7690 engagements "For our Weekly Recap one issue is that most current names have run up beyond the suggested buy points such as $NUVB $SNDX $LQDA etc I'm actively trying to find new setups for the portfolio but NOT willing to sacrifice quality (also won't put out fluff just for the sake of publishing something) For those new to biotech know it can be frustrating when you want to jump in but feel that everything's run without you $XBI $IBB Please take it slowly to reduce unforced errors (FOMO= where I make the most costly mistakes). you'll be glad you did (for every setup that runs without you there will always" [X Link](https://x.com/jfais20/status/1994787051938447499) 2025-11-29T15:14Z 11.1K followers, 2864 engagements "$NUVB (L) From Weekly Recap" [X Link](https://x.com/jfais20/status/1997340564463775785) 2025-12-06T16:21Z 11.1K followers, 1717 engagements "First thing's first- pollo a la brasa with my brother from another mother 😄 XX years ago he was the first one to welcome me to Peru" [X Link](https://x.com/jfais20/status/1997669946118017414) 2025-12-07T14:10Z 11.1K followers, 2282 engagements "$CRNX- $XX on Palsonify approval congrats to longs 👏. Feels like another $ASND in the making" [X Link](https://x.com/jfais20/status/1971581283194257721) 2025-09-26T14:23Z 11.1K followers, 3317 engagements "A lot of my positions ie $TARS $ASND etc got up to say XX% to XX% portfolio weighting on run ups Then trimmed multiples times now in the 5%-7% PW range Still see good upside but wanted to lock in profits for redeploying to new setups Others like $SNDX haven't touched as still high upside very favorable r/r" [X Link](https://x.com/jfais20/status/1975321569820901809) 2025-10-06T22:05Z 11.1K followers, 8602 engagements "@JoseRestonVA Context for Jose = the last X buyouts. $MRUS $MTSR $AKRO" [X Link](https://x.com/jfais20/status/1976284227424669943) 2025-10-09T13:50Z 11.1K followers, 1987 engagements "Makes me think of @ScorpionFund misreading FAERS as well $SLNO $ASND" [X Link](https://x.com/jfais20/status/1980353663806926888) 2025-10-20T19:21Z 11.1K followers, 2956 engagements "$DERM (L) From Weekly Recap" [X Link](https://x.com/jfais20/status/1982091474331439229) 2025-10-25T14:26Z 11.1K followers, 2319 engagements "$WVE - would be ironic if the red-headed stepchild of Huntington's therapies comes back into vogue (with FDA blessing on validated AA endpoint of caudate atrophy) $QURE $PTCT" [X Link](https://x.com/jfais20/status/1985416967835336722) 2025-11-03T18:41Z 11.1K followers, 4324 engagements "$SLNO- No matter how much you love a stock "live to fight another day" needs to be priority #1" [X Link](https://x.com/jfais20/status/1986233901304459427) 2025-11-06T00:47Z 11.1K followers, 4257 engagements "$BHVN - offering upsized to $175M 🧐" [X Link](https://x.com/jfais20/status/1988600921392370076) 2025-11-12T13:33Z 11.1K followers, 5109 engagements "$ASND (L) Q3 call nuggets: -Less than X% of US patients are currently on Yorvipath -See significant growth with around 80000 to 90000 patients already diagnosed with chronic hypopara and 3000 to 4000 new patients diagnosed each year -Confident they can achieve EUR X billion or more in annual product revenue in 2030 -For TransCon once-monthly semaglutide believe they have a unique profile because of the slow release from the product system to a level where the Tmax is very late (don't have a high slope). This is NOT one single program $NVO muscle= move forward via multiple ways" [X Link](https://x.com/jfais20/status/1988974899621155245) 2025-11-13T14:19Z 11.1K followers, 3458 engagements ""I wonder when Danish $NVO will offer to buy $ASND (also Danish) so $PFE could enter just to raise the final price for $NVO as a revenge"" [X Link](https://x.com/jfais20/status/1989040889428316232) 2025-11-13T18:41Z 11.1K followers, 2713 engagements "$ASND- new 52s" [X Link](https://x.com/jfais20/status/1989362651269677301) 2025-11-14T15:59Z 11.1K followers, 1794 engagements "$NAMS - highlighted by @JoseRestonVA on today's call" [X Link](https://x.com/jfais20/status/1989495138180382958) 2025-11-15T00:46Z 11.1K followers, 5563 engagements "$DAWN- slow bleed post $MRSN buyout might be interesting enough for a revisit if keeps heading south" [X Link](https://x.com/jfais20/status/1990909331164791015) 2025-11-18T22:25Z 11.1K followers, 1320 engagements "$GERN is one for me- X% PW -XX% loss Trying to stay patient as I think it turns around nicely in 2026 as brand awareness improves docs try & get used to the profile (old mgmt is out new mgmt/CMO knows what they need to do) Burden of proof on execution though At the same time I'm continually running our Portfolio Cagematch exercise vs other setups on radar & could always make a Swap if warranted" [X Link](https://x.com/jfais20/status/1991972973461332450) 2025-11-21T20:52Z 11.1K followers, 1310 engagements "$FBIO- a dating history from TDMInvest 😆" [X Link](https://x.com/jfais20/status/1992776685692076439) 2025-11-24T02:06Z 11.1K followers, 1760 engagements "Would love to have some $$ free up here for new entries. @JoseRestonVA getting 6+ buyouts this year and all I can get is $SWTX 😂" [X Link](https://x.com/jfais20/status/1992984274644148666) 2025-11-24T15:50Z 11.1K followers, 4000 engagements "$CLSD- humble pie moment of the day filed for chapter XX $MRSN down XX% even after $DAWN mercy takeout Few years back I was riding high on both" [X Link](https://x.com/jfais20/status/1993077327807369680) 2025-11-24T22:00Z 11.1K followers, 3414 engagements "$RNA $MDGL Congrats on the W @JoseRestonVA Respect the patience & risk mgmt 👏" [X Link](https://x.com/jfais20/status/1993365802330775558) 2025-11-25T17:06Z 11.1K followers, 2395 engagements "Ideal setup for overheated $XBI $BBC: Temporary headwinds/seasonality (or negative news for non-core asset) providing entry point on near-term weakness Followed by acceleration (clinical &/or commercial) 2026-2027" [X Link](https://x.com/jfais20/status/1993773834454094266) 2025-11-26T20:08Z 11.1K followers, 1164 engagements "@JoseRestonVA Just enjoy it my friend- know you're not taking it for granted 👍" [X Link](https://x.com/jfais20/status/1994047957042143328) 2025-11-27T14:17Z 11.1K followers, XXX engagements "$ARWR- Michael's bullish LT take (eyes wide open to near-term volatility though)" [X Link](https://x.com/jfais20/status/1994108297151173080) 2025-11-27T18:17Z 11.1K followers, 2866 engagements "@Biotech2k1 one of @JoseRestonVA 's new top positions I believe as well (one he's been building into)" [X Link](https://x.com/jfais20/status/1994774059515593067) 2025-11-29T14:22Z 11.1K followers, XXX engagements "@ElMonoGran42994 currently doing more DD on $KURA in case early sales in NPM1 disappoint $PHVS too much priced in at this point for me $CGEM too early stage $VERA didn't like the IP I miss out on many setups but converse is I avoid many mediocre ones (could do VERY well just not for me)" [X Link](https://x.com/jfais20/status/1994779080168796243) 2025-11-29T14:42Z 11.1K followers, XXX engagements "Model portfolio update $XBI $BBC As @WassimLaroussi3 and I discussed (and for those who know my story) rough patch 2021-2022 serves as a reminder to take some time away from screens when you're not in good head space (& shouldn't be trading) Small steps in the right direction" [X Link](https://x.com/jfais20/status/1994795499296018785) 2025-11-29T15:48Z 11.1K followers, 1065 engagements "Good stuff Houbi 👏- the power of slowing down (& bouncing ideas off each other) @JoseRestonVA $NAMS" [X Link](https://x.com/jfais20/status/1995549979524374720) 2025-12-01T17:46Z 11.1K followers, 3470 engagements "@JoseRestonVA (discussion ongoing in Chat No Position from my end but agree with gameplan of only partial size- if pulls back have room to add more if takes off at least have some exposure) @JoseRestonVA has been reiterating not willing to chase $NAMS" [X Link](https://x.com/jfais20/status/1995550622318252108) 2025-12-01T17:48Z 11.1K followers, 1069 engagements "$JANX - cheap is often cheap for a reason unfortunately (now talking up convenience advantages & shifting focus to earlier lines of therapy in mCRPC). Mkt doesn't like lack of detail" [X Link](https://x.com/jfais20/status/1995603222254551531) 2025-12-01T21:17Z 11.1K followers, 6070 engagements "$JANX a lesson I have to keep relearning too @JoseRestonVA" [X Link](https://x.com/jfais20/status/1995623246562300078) 2025-12-01T22:37Z 11.1K followers, 2398 engagements "@Anders_Research People nuking him for being a generalist but forgetting these "welcome to biotech" moments happen to us all (part & parcel of the sector impossible to completely avoid) We all should expect at a minimum a couple landmines per year ( is how you're sized going into them) $XBI" [X Link](https://x.com/jfais20/status/1995859553813168155) 2025-12-02T14:16Z 11.1K followers, 1065 engagements "$NUVB- going for $X (should announce ex US deal for Ibtrozi soon will be interesting to see how much upfront $$)" [X Link](https://x.com/jfais20/status/1996232327463112826) 2025-12-03T14:57Z 11.1K followers, 1914 engagements "Every time someone asks me about $TVTX. 🤦♂" [X Link](https://x.com/jfais20/status/1996687596613767493) 2025-12-04T21:06Z 11.1K followers, 1820 engagements "$PRAX nice follow-up to $COGT @a_a_free 👏 Phase X data for $RZLT 2H XX will determine whether you get the hat trick" [X Link](https://x.com/jfais20/status/1996753904470491328) 2025-12-05T01:30Z 11.1K followers, 3717 engagements "@RNAiAnalyst Rechecked chart for $MLTX-nice rebound (more than 2x from $X low Dirk) Generally speaking name-calling still unnecessary though IMO (always a fan of letting results speak for themselves something I've called myself out on the past as well) Hope it's been a solid year for you" [X Link](https://x.com/jfais20/status/1996939574996549826) 2025-12-05T13:47Z 11.1K followers, XXX engagements "$APLS (L) Another core holding running up (since Nov entry in high teens)" [X Link](https://x.com/jfais20/status/1996979028306051407) 2025-12-05T16:24Z 11.1K followers, 1938 engagements "$APLS- Cool anecdote (physician FOMO) & differentiation emerging in PNH" [X Link](https://x.com/jfais20/status/1996979910032712123) 2025-12-05T16:28Z 11.1K followers, 4126 engagements "@semodough My pleasure bud- hope you have a great weekend" [X Link](https://x.com/jfais20/status/1996981003676450910) 2025-12-05T16:32Z 11.1K followers, XXX engagements "$COGT-thanks for sharing @a_a_free. Says a lot that you are adding even up here 🧐" [X Link](https://x.com/jfais20/status/1997037058947534944) 2025-12-05T20:15Z 11.1K followers, 5120 engagements "@a_a_free @JoseRestonVA Yep $RVMD I shared in our monthly Playbook in mid $50s but failed to enter Well said" [X Link](https://x.com/jfais20/status/1997042688005202303) 2025-12-05T20:37Z 11.1K followers, XXX engagements "$SNDX- my base case re near term reaction= "sell the news" post ASH High efficacy market focuses on AEs. but would love to be pleasantly surprised" [X Link](https://x.com/jfais20/status/1997701721896956007) 2025-12-07T16:16Z 11.1K followers, XXX engagements "$OVID - helpful take from Dr. Zhao in Chat $XENE $BHVN" [X Link](https://x.com/jfais20/status/1974886124092105100) 2025-10-05T17:15Z 11.1K followers, 15.2K engagements "@RinoTrollCat Took slight partial profits in $NUVB so far Others like $SNDX I haven't touched b/c risk/reward still favorable to my eyes (looking at accelerating sales growth/pipeline progress 2026 to 2027) One of my weaknesses= selling my winners too soon vs holding them patiently" [X Link](https://x.com/jfais20/status/1994787785513853202) 2025-11-29T15:17Z 11.1K followers, XXX engagements "$NUVB (L) From today's trades" [X Link](https://x.com/jfais20/status/1998491410304041167) 2025-12-09T20:34Z 11.1K followers, 1554 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@jfais20 Jonathan FaisonJonathan Faison posts on X about $nuvb, $asnd, $sndx, $xbi the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% stocks XXXX%
Social topic influence $nuvb #1, $asnd 5.45%, $sndx #10, $xbi 3.64%, $slno 2.73%, $nams #11, $cogt #12, ip 1.82%, $bhvn 1.82%, $swtx XXXX%
Top accounts mentioned or mentioned by @joserestonva @aafree @geneinvesting @wassimlaroussi3 @semodough @ltbioinvestor @scorpionfund @biotech2k1 @elmonogran42994 @biodragonz @pennyinvests @lizzylaw @rinotrollcat @notthatkindofdr @mashreez @piratewaffle @thecheeb @michiganvalue @andersresearch @biotechiq
Top assets mentioned Bitcoin Incognito (XBI) Soleno Therapeutics, Inc. Common Stock (SLNO) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Cogent Biosciences, Inc. Common Stock (COGT) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Dawn Protocol (DAWN) Janux Therapeutics, Inc. Common Stock (JANX) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Mirum Pharmaceuticals, Inc. Common Stock (MIRM) IDEAYA Biosciences, Inc. Common Stock (IDYA) Liquidia Corporation Common Stock (LQDA) Crinetics Pharmaceuticals, Inc. (CRNX) Tarsus Pharmaceuticals, Inc. Common Stock (TARS) Merus N.V. Common Shares (MRUS) Metsera, Inc. Common Stock (MTSR) Akropolis (AKRO) Wave Life Sciences Ltd. Ordinary Shares (WVE) uniQure N.V. (QURE) PTC Therapeutics, Inc. (PTCT) Novo-Nordisk (NVO) Pfizer, Inc. (PFE) Protagonist Therapeutics, Inc (PTGX) Geron Corp (GERN) Avidity Biosciences, Inc. Common Stock (RNA) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Arrowhead Research Corporation (ARWR) Vera Therapeutics, Inc. Class A Common Stock (VERA) Travere Therapeutics, Inc. Common Stock (TVTX) Praxis Precision Medicines, Inc. Common Stock (PRAX) Revolution Medicines, Inc. Common Stock (RVMD) Xenon Pharmaceuticals Inc (XENE)
Top posts by engagements in the last XX hours
"True but I don't have "Buffett" patience (don't know about you all) 3-5 year holding timeframe but want to see clinical & commercial momentum accelerating in the near term as well $XBI $SNDX $NUVB good example what we look for (on entry attractive across multiple timeframes)"
X Link 2025-12-05T14:27Z 11.1K followers, 1836 engagements
"$SLNO- don't like IP though relying on methods to treat (I prefer CoM). To be fair that's why I've missed out on $MIRM and a few others though"
X Link 2025-11-05T01:02Z 11.1K followers, 2148 engagements
"$IDYA- will keep eyes on this one for an overreaction"
X Link 2025-12-06T00:16Z 11.1K followers, 7690 engagements
"For our Weekly Recap one issue is that most current names have run up beyond the suggested buy points such as $NUVB $SNDX $LQDA etc I'm actively trying to find new setups for the portfolio but NOT willing to sacrifice quality (also won't put out fluff just for the sake of publishing something) For those new to biotech know it can be frustrating when you want to jump in but feel that everything's run without you $XBI $IBB Please take it slowly to reduce unforced errors (FOMO= where I make the most costly mistakes). you'll be glad you did (for every setup that runs without you there will always"
X Link 2025-11-29T15:14Z 11.1K followers, 2864 engagements
"$NUVB (L) From Weekly Recap"
X Link 2025-12-06T16:21Z 11.1K followers, 1717 engagements
"First thing's first- pollo a la brasa with my brother from another mother 😄 XX years ago he was the first one to welcome me to Peru"
X Link 2025-12-07T14:10Z 11.1K followers, 2282 engagements
"$CRNX- $XX on Palsonify approval congrats to longs 👏. Feels like another $ASND in the making"
X Link 2025-09-26T14:23Z 11.1K followers, 3317 engagements
"A lot of my positions ie $TARS $ASND etc got up to say XX% to XX% portfolio weighting on run ups Then trimmed multiples times now in the 5%-7% PW range Still see good upside but wanted to lock in profits for redeploying to new setups Others like $SNDX haven't touched as still high upside very favorable r/r"
X Link 2025-10-06T22:05Z 11.1K followers, 8602 engagements
"@JoseRestonVA Context for Jose = the last X buyouts. $MRUS $MTSR $AKRO"
X Link 2025-10-09T13:50Z 11.1K followers, 1987 engagements
"Makes me think of @ScorpionFund misreading FAERS as well $SLNO $ASND"
X Link 2025-10-20T19:21Z 11.1K followers, 2956 engagements
"$DERM (L) From Weekly Recap"
X Link 2025-10-25T14:26Z 11.1K followers, 2319 engagements
"$WVE - would be ironic if the red-headed stepchild of Huntington's therapies comes back into vogue (with FDA blessing on validated AA endpoint of caudate atrophy) $QURE $PTCT"
X Link 2025-11-03T18:41Z 11.1K followers, 4324 engagements
"$SLNO- No matter how much you love a stock "live to fight another day" needs to be priority #1"
X Link 2025-11-06T00:47Z 11.1K followers, 4257 engagements
"$BHVN - offering upsized to $175M 🧐"
X Link 2025-11-12T13:33Z 11.1K followers, 5109 engagements
"$ASND (L) Q3 call nuggets: -Less than X% of US patients are currently on Yorvipath -See significant growth with around 80000 to 90000 patients already diagnosed with chronic hypopara and 3000 to 4000 new patients diagnosed each year -Confident they can achieve EUR X billion or more in annual product revenue in 2030 -For TransCon once-monthly semaglutide believe they have a unique profile because of the slow release from the product system to a level where the Tmax is very late (don't have a high slope). This is NOT one single program $NVO muscle= move forward via multiple ways"
X Link 2025-11-13T14:19Z 11.1K followers, 3458 engagements
""I wonder when Danish $NVO will offer to buy $ASND (also Danish) so $PFE could enter just to raise the final price for $NVO as a revenge""
X Link 2025-11-13T18:41Z 11.1K followers, 2713 engagements
"$ASND- new 52s"
X Link 2025-11-14T15:59Z 11.1K followers, 1794 engagements
"$NAMS - highlighted by @JoseRestonVA on today's call"
X Link 2025-11-15T00:46Z 11.1K followers, 5563 engagements
"$DAWN- slow bleed post $MRSN buyout might be interesting enough for a revisit if keeps heading south"
X Link 2025-11-18T22:25Z 11.1K followers, 1320 engagements
"$GERN is one for me- X% PW -XX% loss Trying to stay patient as I think it turns around nicely in 2026 as brand awareness improves docs try & get used to the profile (old mgmt is out new mgmt/CMO knows what they need to do) Burden of proof on execution though At the same time I'm continually running our Portfolio Cagematch exercise vs other setups on radar & could always make a Swap if warranted"
X Link 2025-11-21T20:52Z 11.1K followers, 1310 engagements
"$FBIO- a dating history from TDMInvest 😆"
X Link 2025-11-24T02:06Z 11.1K followers, 1760 engagements
"Would love to have some $$ free up here for new entries. @JoseRestonVA getting 6+ buyouts this year and all I can get is $SWTX 😂"
X Link 2025-11-24T15:50Z 11.1K followers, 4000 engagements
"$CLSD- humble pie moment of the day filed for chapter XX $MRSN down XX% even after $DAWN mercy takeout Few years back I was riding high on both"
X Link 2025-11-24T22:00Z 11.1K followers, 3414 engagements
"$RNA $MDGL Congrats on the W @JoseRestonVA Respect the patience & risk mgmt 👏"
X Link 2025-11-25T17:06Z 11.1K followers, 2395 engagements
"Ideal setup for overheated $XBI $BBC: Temporary headwinds/seasonality (or negative news for non-core asset) providing entry point on near-term weakness Followed by acceleration (clinical &/or commercial) 2026-2027"
X Link 2025-11-26T20:08Z 11.1K followers, 1164 engagements
"@JoseRestonVA Just enjoy it my friend- know you're not taking it for granted 👍"
X Link 2025-11-27T14:17Z 11.1K followers, XXX engagements
"$ARWR- Michael's bullish LT take (eyes wide open to near-term volatility though)"
X Link 2025-11-27T18:17Z 11.1K followers, 2866 engagements
"@Biotech2k1 one of @JoseRestonVA 's new top positions I believe as well (one he's been building into)"
X Link 2025-11-29T14:22Z 11.1K followers, XXX engagements
"@ElMonoGran42994 currently doing more DD on $KURA in case early sales in NPM1 disappoint $PHVS too much priced in at this point for me $CGEM too early stage $VERA didn't like the IP I miss out on many setups but converse is I avoid many mediocre ones (could do VERY well just not for me)"
X Link 2025-11-29T14:42Z 11.1K followers, XXX engagements
"Model portfolio update $XBI $BBC As @WassimLaroussi3 and I discussed (and for those who know my story) rough patch 2021-2022 serves as a reminder to take some time away from screens when you're not in good head space (& shouldn't be trading) Small steps in the right direction"
X Link 2025-11-29T15:48Z 11.1K followers, 1065 engagements
"Good stuff Houbi 👏- the power of slowing down (& bouncing ideas off each other) @JoseRestonVA $NAMS"
X Link 2025-12-01T17:46Z 11.1K followers, 3470 engagements
"@JoseRestonVA (discussion ongoing in Chat No Position from my end but agree with gameplan of only partial size- if pulls back have room to add more if takes off at least have some exposure) @JoseRestonVA has been reiterating not willing to chase $NAMS"
X Link 2025-12-01T17:48Z 11.1K followers, 1069 engagements
"$JANX - cheap is often cheap for a reason unfortunately (now talking up convenience advantages & shifting focus to earlier lines of therapy in mCRPC). Mkt doesn't like lack of detail"
X Link 2025-12-01T21:17Z 11.1K followers, 6070 engagements
"$JANX a lesson I have to keep relearning too @JoseRestonVA"
X Link 2025-12-01T22:37Z 11.1K followers, 2398 engagements
"@Anders_Research People nuking him for being a generalist but forgetting these "welcome to biotech" moments happen to us all (part & parcel of the sector impossible to completely avoid) We all should expect at a minimum a couple landmines per year ( is how you're sized going into them) $XBI"
X Link 2025-12-02T14:16Z 11.1K followers, 1065 engagements
"$NUVB- going for $X (should announce ex US deal for Ibtrozi soon will be interesting to see how much upfront $$)"
X Link 2025-12-03T14:57Z 11.1K followers, 1914 engagements
"Every time someone asks me about $TVTX. 🤦♂"
X Link 2025-12-04T21:06Z 11.1K followers, 1820 engagements
"$PRAX nice follow-up to $COGT @a_a_free 👏 Phase X data for $RZLT 2H XX will determine whether you get the hat trick"
X Link 2025-12-05T01:30Z 11.1K followers, 3717 engagements
"@RNAiAnalyst Rechecked chart for $MLTX-nice rebound (more than 2x from $X low Dirk) Generally speaking name-calling still unnecessary though IMO (always a fan of letting results speak for themselves something I've called myself out on the past as well) Hope it's been a solid year for you"
X Link 2025-12-05T13:47Z 11.1K followers, XXX engagements
"$APLS (L) Another core holding running up (since Nov entry in high teens)"
X Link 2025-12-05T16:24Z 11.1K followers, 1938 engagements
"$APLS- Cool anecdote (physician FOMO) & differentiation emerging in PNH"
X Link 2025-12-05T16:28Z 11.1K followers, 4126 engagements
"@semodough My pleasure bud- hope you have a great weekend"
X Link 2025-12-05T16:32Z 11.1K followers, XXX engagements
"$COGT-thanks for sharing @a_a_free. Says a lot that you are adding even up here 🧐"
X Link 2025-12-05T20:15Z 11.1K followers, 5120 engagements
"@a_a_free @JoseRestonVA Yep $RVMD I shared in our monthly Playbook in mid $50s but failed to enter Well said"
X Link 2025-12-05T20:37Z 11.1K followers, XXX engagements
"$SNDX- my base case re near term reaction= "sell the news" post ASH High efficacy market focuses on AEs. but would love to be pleasantly surprised"
X Link 2025-12-07T16:16Z 11.1K followers, XXX engagements
"$OVID - helpful take from Dr. Zhao in Chat $XENE $BHVN"
X Link 2025-10-05T17:15Z 11.1K followers, 15.2K engagements
"@RinoTrollCat Took slight partial profits in $NUVB so far Others like $SNDX I haven't touched b/c risk/reward still favorable to my eyes (looking at accelerating sales growth/pipeline progress 2026 to 2027) One of my weaknesses= selling my winners too soon vs holding them patiently"
X Link 2025-11-29T15:17Z 11.1K followers, XXX engagements
"$NUVB (L) From today's trades"
X Link 2025-12-09T20:34Z 11.1K followers, 1554 engagements
/creator/twitter::jfais20