[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 $xbi, $ibb, $rare, $bpmc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2786447854/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +29% - X Months XXXXXXXXX +25% - X Year XXXXXXXXX +203% ### Mentions: XX [#](/creator/twitter::2786447854/posts_active)  - X Week XXX +12% - X Month XXX +50% - X Months XXX +54% - X Year XXXXX +355% ### Followers: XXXXXX [#](/creator/twitter::2786447854/followers)  - X Week XXXXXX +0.49% - X Month XXXXXX +3.20% - X Months XXXXXX +10% - X Year XXXXXX +23% ### CreatorRank: XXXXXXX [#](/creator/twitter::2786447854/influencer_rank)  ### Social Influence [#](/creator/twitter::2786447854/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$xbi](/topic/$xbi) 21.15%, [$ibb](/topic/$ibb) 19.23%, [$rare](/topic/$rare) 4.49%, [$bpmc](/topic/$bpmc) 2.56%, [$rytm](/topic/$rytm) 2.56%, [$mreo](/topic/$mreo) 2.56%, [dca](/topic/dca) 1.92%, [bbc](/topic/bbc) 1.92%, [$bbc](/topic/$bbc) 1.92%, [$iova](/topic/$iova) #10 **Top accounts mentioned or mentioned by** [@andre_agtc](/creator/undefined) [@thefortunetell5](/creator/undefined) [@djtblows69](/creator/undefined) [@mathcoredad](/creator/undefined) [@andreagtc](/creator/undefined) [@rnaianalyst](/creator/undefined) [@financebully](/creator/undefined) [@brettermilio](/creator/undefined) [@avidresearch](/creator/undefined) [@biopharmiq](/creator/undefined) [@mamalisvzla](/creator/undefined) [@revkuk179937](/creator/undefined) [@immunoinvest](/creator/undefined) [@wz2013](/creator/undefined) [@darrenestes](/creator/undefined) [@buckorama1](/creator/undefined) [@houndcl](/creator/undefined) [@lfholt](/creator/undefined) [@jialiangliang](/creator/undefined) [@here4sports](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [SuperRare (RARE)](/topic/$rare) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [AbbVie Inc (ABBV)](/topic/$abbv) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Immunogen Inc (IMGN)](/topic/$imgn) [Johnson & Johnson (JNJ)](/topic/$jnj) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [CG Oncology, Inc. Common stock (CGON)](/topic/$cgon) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [BEAM (BEAM)](/topic/$beam) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Sanofi (SNY)](/topic/sanofi) [SPX6900 (SPX)](/topic/$spx) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Arvinas, Inc (ARVN)](/topic/$arvn) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [AstraZeneca PLC (AZN)](/topic/$azn) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Mist (MIST)](/topic/$mist) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) ### Top Social Posts [#](/creator/twitter::2786447854/posts) --- Top posts by engagements in the last XX hours "If current pullback keeps up will be a good month for more DCA purchases IMO Keep in mind $XBI $IBB already at $40B M&A YTD (still XXX months left) vs $30B for all of 2024 Avoid the dice rolls sticking to highest-quality setups with clear evidence of strengthening thesis 👍"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945227422187557123) 2025-07-15 21:02:12 UTC 10K followers, 3117 engagements "$SRPT- real trade here is with regulatory overhang for gene therapy stocks & other more exotic modalities Think more traditional rare disease therapies (ie. enzyme replacement) stand to benefit"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946265446589559047) 2025-07-18 17:46:56 UTC 10K followers, 7061 engagements "$LCTX - While still in ATL friend from Starbucks was buying this one post Jan financing (cited insider buying) Was trying to explain the difference to him between conviction-sized purchases & mgmt that simply "paints the tape" (small buys to look like something's up) $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1940154547751813573) 2025-07-01 21:04:25 UTC 10K followers, 2243 engagements "Nice Q3 Catalyst List @Prof_Oak_ 👏 $COGT could be + surprise re valuation comps to $BPMC (am still wary on safety) $RARE - rooting for longs into IA2 but hope position size reflects risk $REPL -important from regulatory perspective (will FDA flexibility continue a la $URGN"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1941989199822856527) 2025-07-06 22:34:40 UTC 10K followers, 3268 engagements "$IOVA - new CFO hire a + (ex $CGON) but Goldman note (better late than never) reminder of current predicament Key takeaway for me is challenges to Amtagvi launch (harsh AE profile for IL-2 limited patient eligibility low margins/manufacturing failure rate etc) Were all foreseeable- I simply didn't give enough credit to bear thesis at the time Want to invest in drug launches where the treatment essentially sells itself (efficacy convenience safety etc)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945123960284217663) 2025-07-15 14:11:05 UTC 10K followers, 3666 engagements "$IOVA - important caveat on today's Amtagvi #'s (hat tip to Houbi)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944870612528455728) 2025-07-14 21:24:22 UTC 10K followers, 3414 engagements "$MRUS- sold too soon breaking above $XX (buyout rumor)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945898320490021035) 2025-07-17 17:28:07 UTC 10K followers, 2081 engagements "@RNAiAnalyst Hope an example will be made out of $SRPT mgmt (SEC & FDA)- Ingram & team giving biotech a bad name (last thing the sector needs) $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946201258718625837) 2025-07-18 13:31:53 UTC 10K followers, 2478 engagements "Turning into a great discussion - thanks all $WVE $BEAM $DYN $RNA"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1941505303016767498) 2025-07-05 14:31:50 UTC 10K followers, 9136 engagements "Interesting debate starting in Chat re impact of NIH cuts $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1941991752895733838) 2025-07-06 22:44:49 UTC 10K followers, 2304 engagements "After today's trades top X holdings all sales-growth oriented/lower binary risk (prefer for this environment) $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942281430496579647) 2025-07-07 17:55:53 UTC 10K followers, 2243 engagements "Reason behind today's unexpected strength $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1940420430218858699) 2025-07-02 14:40:56 UTC 10K followers, 7259 engagements "$ZNTL (NP) First it was ex- $HARP CEO taking the reigns now restructuring to focus on WEE1 azenosertib Agree with @adar170 the green flags lining up into tomorrow's update Same caveat as b4 (ovarian landscape getting increasingly crowded burden of proof on safety profile)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1884349737333084531) 2025-01-28 21:16:01 UTC 10K followers, 5014 engagements "$INKT not enough ppl talking about the fact that this move on N of X held up (implications for $XBI $IBB)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943799594472943619) 2025-07-11 22:28:32 UTC 10K followers, 1910 engagements "$COGT- nice to see data SM rewarded if nothing else a decent 2nd to mkt option after $BPMC's Ayvakit"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942229134995771525) 2025-07-07 14:28:05 UTC 10K followers, 2009 engagements "$NRIX (NP) Like the deep value here at $450M EV but not close enough to mkt for me (selection criteria) Behind $KYMR in STAT6 but seem confident with partner Sanofi extending license they've got a best-in-class profile (retained 50/50 US opt-in) Bex-deg with clear path to mkt in r/r CLL optionality in autoimmune disease"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946948909357473853) 2025-07-20 15:02:47 UTC 10K followers, 4363 engagements "Thanks @TheFortuneTell5 - color me skeptical until we actually see the continuation move $XBI $IBB Friday's Coffee at the Close call we discussed multiple tailwinds for biotech just starting to appear but still have a long way to go for the recovery"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944752335843918263) 2025-07-14 13:34:23 UTC 10K followers, 1755 engagements "$RYTM strong pricing for $175M secondary at $XX When you start seeing more of these (vs steep discounts or falling through support after) good sign for the sector $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943299716717965736) 2025-07-10 13:22:11 UTC 10K followers, 1321 engagements "$NRIX might be next to revisit on DD list if stays at these levels ($500M EV BTK entering pivotal trials) A current look at valuations in protein degradation space $KYMR $CCCC $ARVN $GLUE $FHTX"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945985609413378441) 2025-07-17 23:14:58 UTC 10K followers, 2746 engagements "@MovieMasterII The fact that $SWTX holding its own in the 50s says a lot IMO esp in context of Merck wording & disclosures Still take nothing for granted"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1897794209132019732) 2025-03-06 23:39:33 UTC 10K followers, XXX engagements "A 13-year-old had chest pains. He was "close to sudden cardiac death" Good reminder of what's at stake $RCKT $TMDX"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944046937331667356) 2025-07-12 14:51:23 UTC 10K followers, 1893 engagements "Principle applied below: If you were full-size/overconfident into Orbit interim analysis $MREO $RARE is there anything in hindsight that you would change Did you underestimate binary risk or overestimate downside cushion (know I did for both) Now see that I too easily dismissed catalyst desert 2H XX and stubbornly high burn rate (need for a financing to bridge them into 2026) Lastly one of my key weaknesses is that I overly fixate on patient stories (such as the kid going from wheelchair to sports) It's easy to forget that just because a drug works incredibly well in a few patients doesn't"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943435694606815650) 2025-07-10 22:22:31 UTC 10K followers, 20.5K engagements "Says it's good for my gut health (Japanese fermented drink)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947443405996625934) 2025-07-21 23:47:44 UTC 10K followers, 1409 engagements "$VRNA - interesting thought: 32M shares owned by these funds (RTW+Hood River+Janus +Janus +Maverick Cap +Perceptive Advisors + Adage Cap + NEA +RA Cap) Or $XXX Billion in freed up capital to reinvest in biotech Fun to see the sector functioning like it's supposed to $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942948195916550321) 2025-07-09 14:05:22 UTC 10K followers, 11.4K engagements "Strange day- $XBI + XXX% $BBC +1.3% DCA portfolio +3.3% to new highs (move seems rather broad-based across several holdings) $BHVN interesting rebound on decent volume (no news I'm aware of just oversold). Kv7 MDD data due next Q or so also FDA feedback for myostatin in SMA"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945978371894087684) 2025-07-17 22:46:13 UTC 10K followers, 1302 engagements "$MTSR - Appreciated Osmium's take on the amylin class & differentiation within the obesity mkt $LLY $NVO $AZN $ABBV $ZEAL $GPCR"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944873141597298820) 2025-07-14 21:34:25 UTC 10K followers, 6449 engagements "$FCSC liked how the dip was quickly bought on this defined date runner conference call March XX to provide update on Type B meeting with FDA on phase X study and highlight updated data from phase 1/2 study for FCX-007 in RDEB #volume"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1109247886343102464) 2019-03-23 00:17:59 UTC 10K followers, XX engagements "Fwiw believe that XX out of our XX current holdings have significant strategic appeal to acquirers $XBI $IBB Hopefully translates into a couple buyouts within coming year (again a nice to have but not necessarily an area I have an edge in) Case in point from Weekly Recap example of $ARQT a no-brainer bolt on for derm-focused company"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1939097014479790289) 2025-06-28 23:02:09 UTC 10K followers, 2320 engagements "Concentra = unsung heroes (get zombie biotechs off the public mkt) $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942941737556525316) 2025-07-09 13:39:43 UTC 10K followers, 1199 engagements "Not the M&A we wanted but more $$/validation to CAR-T in autoimmune $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1939676581405905283) 2025-06-30 13:25:09 UTC 10K followers, 2114 engagements "$MDGL - @JoseRestonVA about to get a buyout for his top position 👍"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945484258920804385) 2025-07-16 14:02:47 UTC 10K followers, 3289 engagements "Today's a down day for $XBI $BBC but worth a reminder on the current trend Both well above SMA XX and XX making run for 200-day MA"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945124842929291338) 2025-07-15 14:14:35 UTC 10K followers, 1345 engagements "Applied to biotech often means my entry is X to X quarters away from value-creating milestones (before traders push SP higher but not so far out that I end up getting bored & sell) $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942374531118546987) 2025-07-08 00:05:50 UTC 10K followers, 2284 engagements "$XBI $IBB Good days for the sector tough ones as well The grind & my investing process remain the same How you trade small $$ is how you'll trade big $$ so better to implement proper position sizing & risk mgmt rules early on Goal is to be "boringly profitable" trusting that consistency compounds over the LT We want to be involved in "feel good" stories with mgmt teams that earn our trust (while steering clear of the bad actors) Companies developing life-changing treatments that truly benefit patients & their families (what biotech is all about) Here's to better days ahead my friends 🙏"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946330710052163601) 2025-07-18 22:06:17 UTC 10K followers, 1766 engagements "Avoided another red circle with the $RARE swap Keeping in mind one of my goals this year is to reduce unforced errors unnecessarily giving gains back to the market Will be thinking on whether there are any other risk mgmt trades I should be considering (esp after Q2 reports)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944063815030595609) 2025-07-12 15:58:27 UTC 10K followers, 3741 engagements "$ARWR (L) Efforts in CNS being overlooked- eventually see another $SRPT-type deal"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1931005512755102044) 2025-06-06 15:09:25 UTC 10K followers, 11.6K engagements "$FBIO / $FBIOP (NP) TDMInvest shared his summary in Chat"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945164530134204488) 2025-07-15 16:52:18 UTC 10K followers, 2022 engagements "A few nuggets of interest from Mike's portfolio update $XBI $IBB: Rolled $VRNA profits into $BPMC for the CVRs 🧐 Wish I'd been as patient with $RYTM (sold last Sept for a double at $51) Thinks $MREO $RARE will trade higher into final OI results $CAPR $MIST good example of poor r/r into PDUFA dates *Reminder we have "Top X Holdings" and "Real-Time Trades" channels in Chat to facilitate idea sharing/constructive criticism for our holdings"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944513383602205036) 2025-07-13 21:44:52 UTC 10K followers, 3267 engagements "Bet @GeneInvesting enjoying $NTLA rebound going for 200-day MA at $XX Perhaps consider staying in Peru so as not to jinx $XBI $IBB 😉 keep enjoying the ceviche my friend (with a cold Cusquea)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1940538389507539312) 2025-07-02 22:29:40 UTC 10K followers, 3443 engagements "Since there's been a few new entries and adds will try to publish July's Playbook next week $XBI $IBB Continue to stalk quality names for "sell the news" reactions post Q2 reports (instead of FOMO chasing)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946689895264653322) 2025-07-19 21:53:33 UTC 10K followers, 1443 engagements "Reminder on dealing with painful binary losses 👇 $MREO $RARE"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944526339375276115) 2025-07-13 22:36:21 UTC 10K followers, 3182 engagements "Know I've said it before but the more of these multi 100%+ moves we can get in small-cap biotech (esp much hated/heavily shorted names) Better for the sector (sends signal to the shorts better to move on to greener pastures elsewhere) $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943686914722164852) 2025-07-11 15:00:47 UTC 10K followers, 9786 engagements "@avidresearch $WVE - green flag = moved INHBE data up from year-end to 2H XX (clearly want to get it out there) Caveat is if results too immature mkt wants longer follow-up to show they can meet or exceed GLP-1 real world weight loss"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945890565867925923) 2025-07-17 16:57:18 UTC 10K followers, XXX engagements "Biotech translation $XBI $IBB : Most PoS estimates are too high & most mgmt teams merit a shorter leash"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944752976058335690) 2025-07-14 13:36:55 UTC 10K followers, 1798 engagements "@DarrenEstes high cash burn/balance sheet concerns applies to $RARE not $MREO"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943720680379253142) 2025-07-11 17:14:57 UTC 10K followers, XXX engagements "$HOOK- this one was a tough loss for me a few years back"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946306460620599325) 2025-07-18 20:29:55 UTC 10K followers, 2196 engagements "@jmbiofarm Cheers Jordan- well said. Perhaps AD better pursued (once $CRVS generates the necessary late-stage data) via 50/50 profit split or bigger upfront $$ w/ 20%+ royalty rate from partner"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945254430691021189) 2025-07-15 22:49:32 UTC 10K followers, XXX engagements "$XBI $IBB If not seeing any (or very few) names I like valuation-wise One strategy is to target those I think have a decent chance of temporarily pulling back to attractive levels (whether due to negative data for non-core asset bad Q of sales or slow launch out of the gate etc) Write thesis & trade rationale ahead of time answer my pre-trade s Have on hand & ready to execute IF it lines up If not there'll always be others but point is being prepared for opportunities that come our way My two cents"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943086761472577941) 2025-07-09 23:15:59 UTC 10K followers, 1652 engagements "$MIRM (L XX% PW @ $20) Making a run at new highs ahead of X readouts 2H XX Let's not forget X parties (other than Ipsen) were interested in $ALBO before $1.2B buyout in Jan I have no edge in predicting these events but hope it goes soon (so I can redeploy $$ to new names)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1660745066883829767) 2023-05-22 20:30:53 UTC 10K followers, 9987 engagements "Value of YTD 2025 bio buyouts already full year 2024 ($40B vs $30B) $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943726462386737220) 2025-07-11 17:37:55 UTC 10K followers, 2237 engagements "$MTSR $RYTM $SLNO - Good sign to see these obesity names at highs Prefer seeing buyouts in this range (a la $VRNA) vs distressed bios at lows that have characterized the biotech bear mkt $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944156311882805492) 2025-07-12 22:06:00 UTC 10K followers, 2265 engagements "@RNAiAnalyst $ARWR November PDUFA not far off finally makes the transition to commercial-stage with SHTG to follow"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947302605454983636) 2025-07-21 14:28:14 UTC 10K followers, 1521 engagements "Begs the question what other names do we think shorts getting overly confident in $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947790671152062548) 2025-07-22 22:47:38 UTC 10K followers, 1115 engagements "Ongoing theme = setups where you don't need much to go right to win at current valuation $XBI $IBB"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942376016938426837) 2025-07-08 00:11:44 UTC 10K followers, 1718 engagements "With biotech companies easier to identify 🚩in some respects $XBI $IBB If cash position omitted in quarterly report debt load rarely mentioned despite looming overhang If analysts have to pull teeth to get answers on balance sheet woes vs mgmt being upfront-all indicators"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944752846991225163) 2025-07-14 13:36:25 UTC 10K followers, 2019 engagements "Going to have packed Weekly Recap given recent news flow $XBI $IBB Friday's Coffee at the Close Zoom call should also be fun (risk mgmt a key topic others typically come to mind in days prior) Fun to put faces to usernames discuss all things biotech & pressure test new ideas"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1943073820136628366) 2025-07-09 22:24:33 UTC 10K followers, 1268 engagements "$XBI $IBB Speaking of which SMID Biotech launches in coming years: A few such as $ITCI $RXDX $BPMC $MRTX already been acquired $IMGN was quite good to us as well "Strategic value to acquirer" is a key element of selection criteria (just icing on the cake never central to thesis) *Hat tip to Eric for the chart here's to hoping we can find more (like to think we already own some)"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1939091208208634093) 2025-06-28 22:39:05 UTC 10K followers, 2288 engagements "Assorted observations from chart scans: $URGN- rebounding nicely after dip to $XX strategic value (first-mover in LG-IR-NMIBC) trumping slow initial Qs of Zusduri launch $RARE- CRL for MPS IIIA Friday AH weakness continues to mid $20s as won't receive PRV (has X year of cash runway + stubbornly high burn rate needs to raise $$) $AQST- nice breakout to $X (sympathy run to $SPRY) wonder how both will respond if weak Q2 for Neffy $IOVA- Current bottom $XXXX. CFO resigned but new SVP Regulatory Strategy hails from FDA's CDER. Best bet is Wayne/funds orchestrate distressed buyout (inherent value"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944154138570346805) 2025-07-12 21:57:21 UTC 10K followers, 9111 engagements "$MTSR - 2x'd in X months $VKTX +30% same timeframe"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945118575015948649) 2025-07-15 13:49:41 UTC 10K followers, 3545 engagements "Biggest red (trailing twelve months) - $KURA $RPTX $TCRX $IOVA $ACRV $NUVB $RCKT $IDYA Biggest green - $DCTH $RYTM $TARS $ARQT $ASND"  [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1940901070605373806) 2025-07-03 22:30:50 UTC 10K followers, 9142 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 Faison
Jonathan Faison posts on X about $xbi, $ibb, $rare, $bpmc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +29%
- X Months XXXXXXXXX +25%
- X Year XXXXXXXXX +203%
Mentions: XX #
- X Week XXX +12%
- X Month XXX +50%
- X Months XXX +54%
- X Year XXXXX +355%
Followers: XXXXXX #
- X Week XXXXXX +0.49%
- X Month XXXXXX +3.20%
- X Months XXXXXX +10%
- X Year XXXXXX +23%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX% currencies XXXX%
Social topic influence $xbi 21.15%, $ibb 19.23%, $rare 4.49%, $bpmc 2.56%, $rytm 2.56%, $mreo 2.56%, dca 1.92%, bbc 1.92%, $bbc 1.92%, $iova #10
Top accounts mentioned or mentioned by @andre_agtc @thefortunetell5 @djtblows69 @mathcoredad @andreagtc @rnaianalyst @financebully @brettermilio @avidresearch @biopharmiq @mamalisvzla @revkuk179937 @immunoinvest @wz2013 @darrenestes @buckorama1 @houndcl @lfholt @jialiangliang @here4sports
Top assets mentioned Bitcoin Incognito (XBI) SuperRare (RARE) Blueprint Medicines Corporation (BPMC) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Metsera, Inc. Common Stock (MTSR) AbbVie Inc (ABBV) Sarepta Therapeutics, Inc. (SRPT) Kymera Therapeutics, Inc. Common Stock (KYMR) Immunogen Inc (IMGN) Johnson & Johnson (JNJ) Intra-Cellular Therapies Inc. (ITCI) Arrowhead Research Corporation (ARWR) CG Oncology, Inc. Common stock (CGON) Merus N.V. Common Shares (MRUS) Dyne Therapeutics, Inc. Common Stock (DYN) BEAM (BEAM) Avidity Biosciences, Inc. Common Stock (RNA) Sanofi (SNY) SPX6900 (SPX) SPDR S&P XXX ETF Trust (SPY) Arvinas, Inc (ARVN) SpringWorks Therapeutics, Inc. Common Stock (SWTX) TransMedics Group, Inc. Common Stock (TMDX) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) AstraZeneca PLC (AZN) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Mist (MIST) Intellia Therapeutics, Inc (NTLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"If current pullback keeps up will be a good month for more DCA purchases IMO Keep in mind $XBI $IBB already at $40B M&A YTD (still XXX months left) vs $30B for all of 2024 Avoid the dice rolls sticking to highest-quality setups with clear evidence of strengthening thesis 👍"
@jfais20 on X 2025-07-15 21:02:12 UTC 10K followers, 3117 engagements
"$SRPT- real trade here is with regulatory overhang for gene therapy stocks & other more exotic modalities Think more traditional rare disease therapies (ie. enzyme replacement) stand to benefit" @jfais20 on X 2025-07-18 17:46:56 UTC 10K followers, 7061 engagements
"$LCTX - While still in ATL friend from Starbucks was buying this one post Jan financing (cited insider buying) Was trying to explain the difference to him between conviction-sized purchases & mgmt that simply "paints the tape" (small buys to look like something's up) $XBI $IBB" @jfais20 on X 2025-07-01 21:04:25 UTC 10K followers, 2243 engagements
"Nice Q3 Catalyst List @Prof_Oak_ 👏 $COGT could be + surprise re valuation comps to $BPMC (am still wary on safety) $RARE - rooting for longs into IA2 but hope position size reflects risk $REPL -important from regulatory perspective (will FDA flexibility continue a la $URGN" @jfais20 on X 2025-07-06 22:34:40 UTC 10K followers, 3268 engagements
"$IOVA - new CFO hire a + (ex $CGON) but Goldman note (better late than never) reminder of current predicament Key takeaway for me is challenges to Amtagvi launch (harsh AE profile for IL-2 limited patient eligibility low margins/manufacturing failure rate etc) Were all foreseeable- I simply didn't give enough credit to bear thesis at the time Want to invest in drug launches where the treatment essentially sells itself (efficacy convenience safety etc)" @jfais20 on X 2025-07-15 14:11:05 UTC 10K followers, 3666 engagements
"$IOVA - important caveat on today's Amtagvi #'s (hat tip to Houbi)" @jfais20 on X 2025-07-14 21:24:22 UTC 10K followers, 3414 engagements
"$MRUS- sold too soon breaking above $XX (buyout rumor)" @jfais20 on X 2025-07-17 17:28:07 UTC 10K followers, 2081 engagements
"@RNAiAnalyst Hope an example will be made out of $SRPT mgmt (SEC & FDA)- Ingram & team giving biotech a bad name (last thing the sector needs) $XBI $IBB" @jfais20 on X 2025-07-18 13:31:53 UTC 10K followers, 2478 engagements
"Turning into a great discussion - thanks all $WVE $BEAM $DYN $RNA" @jfais20 on X 2025-07-05 14:31:50 UTC 10K followers, 9136 engagements
"Interesting debate starting in Chat re impact of NIH cuts $XBI $IBB" @jfais20 on X 2025-07-06 22:44:49 UTC 10K followers, 2304 engagements
"After today's trades top X holdings all sales-growth oriented/lower binary risk (prefer for this environment) $XBI $IBB" @jfais20 on X 2025-07-07 17:55:53 UTC 10K followers, 2243 engagements
"Reason behind today's unexpected strength $XBI $IBB" @jfais20 on X 2025-07-02 14:40:56 UTC 10K followers, 7259 engagements
"$ZNTL (NP) First it was ex- $HARP CEO taking the reigns now restructuring to focus on WEE1 azenosertib Agree with @adar170 the green flags lining up into tomorrow's update Same caveat as b4 (ovarian landscape getting increasingly crowded burden of proof on safety profile)" @jfais20 on X 2025-01-28 21:16:01 UTC 10K followers, 5014 engagements
"$INKT not enough ppl talking about the fact that this move on N of X held up (implications for $XBI $IBB)" @jfais20 on X 2025-07-11 22:28:32 UTC 10K followers, 1910 engagements
"$COGT- nice to see data SM rewarded if nothing else a decent 2nd to mkt option after $BPMC's Ayvakit" @jfais20 on X 2025-07-07 14:28:05 UTC 10K followers, 2009 engagements
"$NRIX (NP) Like the deep value here at $450M EV but not close enough to mkt for me (selection criteria) Behind $KYMR in STAT6 but seem confident with partner Sanofi extending license they've got a best-in-class profile (retained 50/50 US opt-in) Bex-deg with clear path to mkt in r/r CLL optionality in autoimmune disease" @jfais20 on X 2025-07-20 15:02:47 UTC 10K followers, 4363 engagements
"Thanks @TheFortuneTell5 - color me skeptical until we actually see the continuation move $XBI $IBB Friday's Coffee at the Close call we discussed multiple tailwinds for biotech just starting to appear but still have a long way to go for the recovery" @jfais20 on X 2025-07-14 13:34:23 UTC 10K followers, 1755 engagements
"$RYTM strong pricing for $175M secondary at $XX When you start seeing more of these (vs steep discounts or falling through support after) good sign for the sector $XBI $IBB" @jfais20 on X 2025-07-10 13:22:11 UTC 10K followers, 1321 engagements
"$NRIX might be next to revisit on DD list if stays at these levels ($500M EV BTK entering pivotal trials) A current look at valuations in protein degradation space $KYMR $CCCC $ARVN $GLUE $FHTX" @jfais20 on X 2025-07-17 23:14:58 UTC 10K followers, 2746 engagements
"@MovieMasterII The fact that $SWTX holding its own in the 50s says a lot IMO esp in context of Merck wording & disclosures Still take nothing for granted" @jfais20 on X 2025-03-06 23:39:33 UTC 10K followers, XXX engagements
"A 13-year-old had chest pains. He was "close to sudden cardiac death" Good reminder of what's at stake $RCKT $TMDX" @jfais20 on X 2025-07-12 14:51:23 UTC 10K followers, 1893 engagements
"Principle applied below: If you were full-size/overconfident into Orbit interim analysis $MREO $RARE is there anything in hindsight that you would change Did you underestimate binary risk or overestimate downside cushion (know I did for both) Now see that I too easily dismissed catalyst desert 2H XX and stubbornly high burn rate (need for a financing to bridge them into 2026) Lastly one of my key weaknesses is that I overly fixate on patient stories (such as the kid going from wheelchair to sports) It's easy to forget that just because a drug works incredibly well in a few patients doesn't" @jfais20 on X 2025-07-10 22:22:31 UTC 10K followers, 20.5K engagements
"Says it's good for my gut health (Japanese fermented drink)" @jfais20 on X 2025-07-21 23:47:44 UTC 10K followers, 1409 engagements
"$VRNA - interesting thought: 32M shares owned by these funds (RTW+Hood River+Janus +Janus +Maverick Cap +Perceptive Advisors + Adage Cap + NEA +RA Cap) Or $XXX Billion in freed up capital to reinvest in biotech Fun to see the sector functioning like it's supposed to $XBI $IBB" @jfais20 on X 2025-07-09 14:05:22 UTC 10K followers, 11.4K engagements
"Strange day- $XBI + XXX% $BBC +1.3% DCA portfolio +3.3% to new highs (move seems rather broad-based across several holdings) $BHVN interesting rebound on decent volume (no news I'm aware of just oversold). Kv7 MDD data due next Q or so also FDA feedback for myostatin in SMA" @jfais20 on X 2025-07-17 22:46:13 UTC 10K followers, 1302 engagements
"$MTSR - Appreciated Osmium's take on the amylin class & differentiation within the obesity mkt $LLY $NVO $AZN $ABBV $ZEAL $GPCR" @jfais20 on X 2025-07-14 21:34:25 UTC 10K followers, 6449 engagements
"$FCSC liked how the dip was quickly bought on this defined date runner conference call March XX to provide update on Type B meeting with FDA on phase X study and highlight updated data from phase 1/2 study for FCX-007 in RDEB #volume" @jfais20 on X 2019-03-23 00:17:59 UTC 10K followers, XX engagements
"Fwiw believe that XX out of our XX current holdings have significant strategic appeal to acquirers $XBI $IBB Hopefully translates into a couple buyouts within coming year (again a nice to have but not necessarily an area I have an edge in) Case in point from Weekly Recap example of $ARQT a no-brainer bolt on for derm-focused company" @jfais20 on X 2025-06-28 23:02:09 UTC 10K followers, 2320 engagements
"Concentra = unsung heroes (get zombie biotechs off the public mkt) $XBI $IBB" @jfais20 on X 2025-07-09 13:39:43 UTC 10K followers, 1199 engagements
"Not the M&A we wanted but more $$/validation to CAR-T in autoimmune $XBI $IBB" @jfais20 on X 2025-06-30 13:25:09 UTC 10K followers, 2114 engagements
"$MDGL - @JoseRestonVA about to get a buyout for his top position 👍" @jfais20 on X 2025-07-16 14:02:47 UTC 10K followers, 3289 engagements
"Today's a down day for $XBI $BBC but worth a reminder on the current trend Both well above SMA XX and XX making run for 200-day MA" @jfais20 on X 2025-07-15 14:14:35 UTC 10K followers, 1345 engagements
"Applied to biotech often means my entry is X to X quarters away from value-creating milestones (before traders push SP higher but not so far out that I end up getting bored & sell) $XBI $IBB" @jfais20 on X 2025-07-08 00:05:50 UTC 10K followers, 2284 engagements
"$XBI $IBB Good days for the sector tough ones as well The grind & my investing process remain the same How you trade small $$ is how you'll trade big $$ so better to implement proper position sizing & risk mgmt rules early on Goal is to be "boringly profitable" trusting that consistency compounds over the LT We want to be involved in "feel good" stories with mgmt teams that earn our trust (while steering clear of the bad actors) Companies developing life-changing treatments that truly benefit patients & their families (what biotech is all about) Here's to better days ahead my friends 🙏" @jfais20 on X 2025-07-18 22:06:17 UTC 10K followers, 1766 engagements
"Avoided another red circle with the $RARE swap Keeping in mind one of my goals this year is to reduce unforced errors unnecessarily giving gains back to the market Will be thinking on whether there are any other risk mgmt trades I should be considering (esp after Q2 reports)" @jfais20 on X 2025-07-12 15:58:27 UTC 10K followers, 3741 engagements
"$ARWR (L) Efforts in CNS being overlooked- eventually see another $SRPT-type deal" @jfais20 on X 2025-06-06 15:09:25 UTC 10K followers, 11.6K engagements
"$FBIO / $FBIOP (NP) TDMInvest shared his summary in Chat" @jfais20 on X 2025-07-15 16:52:18 UTC 10K followers, 2022 engagements
"A few nuggets of interest from Mike's portfolio update $XBI $IBB: Rolled $VRNA profits into $BPMC for the CVRs 🧐 Wish I'd been as patient with $RYTM (sold last Sept for a double at $51) Thinks $MREO $RARE will trade higher into final OI results $CAPR $MIST good example of poor r/r into PDUFA dates *Reminder we have "Top X Holdings" and "Real-Time Trades" channels in Chat to facilitate idea sharing/constructive criticism for our holdings" @jfais20 on X 2025-07-13 21:44:52 UTC 10K followers, 3267 engagements
"Bet @GeneInvesting enjoying $NTLA rebound going for 200-day MA at $XX Perhaps consider staying in Peru so as not to jinx $XBI $IBB 😉 keep enjoying the ceviche my friend (with a cold Cusquea)" @jfais20 on X 2025-07-02 22:29:40 UTC 10K followers, 3443 engagements
"Since there's been a few new entries and adds will try to publish July's Playbook next week $XBI $IBB Continue to stalk quality names for "sell the news" reactions post Q2 reports (instead of FOMO chasing)" @jfais20 on X 2025-07-19 21:53:33 UTC 10K followers, 1443 engagements
"Reminder on dealing with painful binary losses 👇 $MREO $RARE" @jfais20 on X 2025-07-13 22:36:21 UTC 10K followers, 3182 engagements
"Know I've said it before but the more of these multi 100%+ moves we can get in small-cap biotech (esp much hated/heavily shorted names) Better for the sector (sends signal to the shorts better to move on to greener pastures elsewhere) $XBI $IBB" @jfais20 on X 2025-07-11 15:00:47 UTC 10K followers, 9786 engagements
"@avidresearch $WVE - green flag = moved INHBE data up from year-end to 2H XX (clearly want to get it out there) Caveat is if results too immature mkt wants longer follow-up to show they can meet or exceed GLP-1 real world weight loss" @jfais20 on X 2025-07-17 16:57:18 UTC 10K followers, XXX engagements
"Biotech translation $XBI $IBB : Most PoS estimates are too high & most mgmt teams merit a shorter leash" @jfais20 on X 2025-07-14 13:36:55 UTC 10K followers, 1798 engagements
"@DarrenEstes high cash burn/balance sheet concerns applies to $RARE not $MREO" @jfais20 on X 2025-07-11 17:14:57 UTC 10K followers, XXX engagements
"$HOOK- this one was a tough loss for me a few years back" @jfais20 on X 2025-07-18 20:29:55 UTC 10K followers, 2196 engagements
"@jmbiofarm Cheers Jordan- well said. Perhaps AD better pursued (once $CRVS generates the necessary late-stage data) via 50/50 profit split or bigger upfront $$ w/ 20%+ royalty rate from partner" @jfais20 on X 2025-07-15 22:49:32 UTC 10K followers, XXX engagements
"$XBI $IBB If not seeing any (or very few) names I like valuation-wise One strategy is to target those I think have a decent chance of temporarily pulling back to attractive levels (whether due to negative data for non-core asset bad Q of sales or slow launch out of the gate etc) Write thesis & trade rationale ahead of time answer my pre-trade s Have on hand & ready to execute IF it lines up If not there'll always be others but point is being prepared for opportunities that come our way My two cents" @jfais20 on X 2025-07-09 23:15:59 UTC 10K followers, 1652 engagements
"$MIRM (L XX% PW @ $20) Making a run at new highs ahead of X readouts 2H XX Let's not forget X parties (other than Ipsen) were interested in $ALBO before $1.2B buyout in Jan I have no edge in predicting these events but hope it goes soon (so I can redeploy $$ to new names)" @jfais20 on X 2023-05-22 20:30:53 UTC 10K followers, 9987 engagements
"Value of YTD 2025 bio buyouts already full year 2024 ($40B vs $30B) $XBI $IBB" @jfais20 on X 2025-07-11 17:37:55 UTC 10K followers, 2237 engagements
"$MTSR $RYTM $SLNO - Good sign to see these obesity names at highs Prefer seeing buyouts in this range (a la $VRNA) vs distressed bios at lows that have characterized the biotech bear mkt $XBI $IBB" @jfais20 on X 2025-07-12 22:06:00 UTC 10K followers, 2265 engagements
"@RNAiAnalyst $ARWR November PDUFA not far off finally makes the transition to commercial-stage with SHTG to follow" @jfais20 on X 2025-07-21 14:28:14 UTC 10K followers, 1521 engagements
"Begs the question what other names do we think shorts getting overly confident in $XBI $IBB" @jfais20 on X 2025-07-22 22:47:38 UTC 10K followers, 1115 engagements
"Ongoing theme = setups where you don't need much to go right to win at current valuation $XBI $IBB" @jfais20 on X 2025-07-08 00:11:44 UTC 10K followers, 1718 engagements
"With biotech companies easier to identify 🚩in some respects $XBI $IBB If cash position omitted in quarterly report debt load rarely mentioned despite looming overhang If analysts have to pull teeth to get answers on balance sheet woes vs mgmt being upfront-all indicators" @jfais20 on X 2025-07-14 13:36:25 UTC 10K followers, 2019 engagements
"Going to have packed Weekly Recap given recent news flow $XBI $IBB Friday's Coffee at the Close Zoom call should also be fun (risk mgmt a key topic others typically come to mind in days prior) Fun to put faces to usernames discuss all things biotech & pressure test new ideas" @jfais20 on X 2025-07-09 22:24:33 UTC 10K followers, 1268 engagements
"$XBI $IBB Speaking of which SMID Biotech launches in coming years: A few such as $ITCI $RXDX $BPMC $MRTX already been acquired $IMGN was quite good to us as well "Strategic value to acquirer" is a key element of selection criteria (just icing on the cake never central to thesis) *Hat tip to Eric for the chart here's to hoping we can find more (like to think we already own some)" @jfais20 on X 2025-06-28 22:39:05 UTC 10K followers, 2288 engagements
"Assorted observations from chart scans: $URGN- rebounding nicely after dip to $XX strategic value (first-mover in LG-IR-NMIBC) trumping slow initial Qs of Zusduri launch $RARE- CRL for MPS IIIA Friday AH weakness continues to mid $20s as won't receive PRV (has X year of cash runway + stubbornly high burn rate needs to raise $$) $AQST- nice breakout to $X (sympathy run to $SPRY) wonder how both will respond if weak Q2 for Neffy $IOVA- Current bottom $XXXX. CFO resigned but new SVP Regulatory Strategy hails from FDA's CDER. Best bet is Wayne/funds orchestrate distressed buyout (inherent value" @jfais20 on X 2025-07-12 21:57:21 UTC 10K followers, 9111 engagements
"$MTSR - 2x'd in X months $VKTX +30% same timeframe" @jfais20 on X 2025-07-15 13:49:41 UTC 10K followers, 3545 engagements
"Biggest red (trailing twelve months) - $KURA $RPTX $TCRX $IOVA $ACRV $NUVB $RCKT $IDYA Biggest green - $DCTH $RYTM $TARS $ARQT $ASND" @jfais20 on X 2025-07-03 22:30:50 UTC 10K followers, 9142 engagements