[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, $tars, $chrs the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2786447854/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +17% - X Months XXXXXXXXX +0.41% - X Year XXXXXXXXX +166% ### Mentions: XX [#](/creator/twitter::2786447854/posts_active)  - X Week XX +9.40% - X Month XXX -XXXX% - X Months XXX +2% - X Year XXXXX +279% ### Followers: XXXXXX [#](/creator/twitter::2786447854/followers)  - X Week XXXXXX +0.51% - X Month XXXXXX +2.40% - X Months XXXXXX +12% - X Year XXXXXX +27% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2786447854/influencer_rank)  ### Social Influence [#](/creator/twitter::2786447854/influence) --- **Social category influence** [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$xbi](/topic/$xbi) #13, [$ibb](/topic/$ibb) #1, [$tars](/topic/$tars) #5, [$chrs](/topic/$chrs) #1, [$plx](/topic/$plx) #6, [$kura](/topic/$kura) #4, [$rigl](/topic/$rigl) #1, [$mtsr](/topic/$mtsr) #7, [$mrus](/topic/$mrus) #4, [$12b](/topic/$12b) #29 **Top accounts mentioned or mentioned by** [@geneinvesting](/creator/undefined) [@joserestonva](/creator/undefined) [@persimmonti](/creator/undefined) [@biopharmiq](/creator/undefined) [@hall8jack](/creator/undefined) [@towiu2](/creator/undefined) [@amaymd](/creator/undefined) [@wassimlaroussi3](/creator/undefined) [@richtrades100](/creator/undefined) [@maxthecomrade](/creator/undefined) [@mashreez](/creator/undefined) [@plainyogurt21](/creator/undefined) [@jeremyj0916](/creator/undefined) [@djtblows69](/creator/undefined) [@pikacapital](/creator/undefined) [@logicalthesis](/creator/undefined) [@phoenicianstrat](/creator/undefined) [@thomassold47382](/creator/undefined) [@ttubular](/creator/undefined) [@lfholt](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [Tarsus Pharmaceuticals, Inc. Common Stock (TARS)](/topic/$tars) [Parallax (PLX)](/topic/$plx) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Akropolis (AKRO)](/topic/$akro) [Dawn Protocol (DAWN)](/topic/$dawn) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Geron Corp (GERN)](/topic/$gern) [AbbVie Inc (ABBV)](/topic/$abbv) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Huma Finance (HUMA)](/topic/$huma) [Johnson & Johnson (JNJ)](/topic/$jnj) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) ### Top Social Posts [#](/creator/twitter::2786447854/posts) --- Top posts by engagements in the last XX hours "TDMInvest on two "cheapies" $CHRS $PLX" [X Link](https://x.com/jfais20/status/1959713488420639113) [@jfais20](/creator/x/jfais20) 2025-08-24T20:24Z 10.7K followers, 4780 engagements "$KURA (L) $200M EV running nicely ahead of ESMO KRAS PI3K & TKIs/ $EXEL's cabo are large markets to play in as combination partner of choice Hypothesis= FTI blocks TORC1 (central mechanism for resistance across all 3) Derisking/downside cushion = zifto + Kyowa partnership" [X Link](https://x.com/jfais20/status/1966237694683656575) [@jfais20](/creator/x/jfais20) 2025-09-11T20:29Z 10.7K followers, 6748 engagements "$TARS (L) I'm terrible at predicting buyouts but @JoseRestonVA seems to be racking them up of late $MTSR $MRUS $3.5B EV would seem a logical lower risk acquisition for $ABBV 10x FY 2025 sales/3x Xdemvy peak with zero value assigned for ocular rosacea (essentially Xdemvy 2.0)" [X Link](https://x.com/jfais20/status/1974218142265028898) [@jfais20](/creator/x/jfais20) 2025-10-03T21:00Z 10.7K followers, 8831 engagements ""Why Biotech's Rally Can Last This Time" via WSJ $XBI $IBB "Deal activity accelerating" "Survivor bias tailwind- weakest players been flushed out" "IPO activity remains subdued- that's a good thing" "Sector remains about XX% below its pandemic peak. one of the few areas of the market that still looks reasonably priced." "Group is trading slightly below its historic average for the ratio of enterprise value to sales."" [X Link](https://x.com/jfais20/status/1978081081040486503) [@jfais20](/creator/x/jfais20) 2025-10-14T12:50Z 10.7K followers, 16.9K engagements "Just as we point out the short sellers like Scorpion with a clear agenda (incendiary over the top language that often lacks substance) $SLNO $AXSM $TMDX With biotech bull market returning please be very wary of high follower accounts pumping small caps π Cursory look at the language (example below) shows clearly cheerleading calling $SANA "the next 100-bagger platform" ready to "explode" "enormous" upside comparison to $VRTX the list goes on π©" [X Link](https://x.com/jfais20/status/1978473557458821187) [@jfais20](/creator/x/jfais20) 2025-10-15T14:50Z 10.7K followers, 13.7K engagements "$CRVS (NP) From today's trades" [X Link](https://x.com/jfais20/status/1970952208817836145) [@jfais20](/creator/x/jfais20) 2025-09-24T20:43Z 10.7K followers, 7149 engagements "$PLX - XX% haircut on πfor 4-week label expansion (hat tip to David and Osmium)" [X Link](https://x.com/jfais20/status/1979181194370519295) [@jfais20](/creator/x/jfais20) 2025-10-17T13:42Z 10.7K followers, 1456 engagements "Careful with getting down on the ones you miss (easy to go too aggressive into the next setup) Binary losses/unforced errors happen when we're trying to make back losses or FOMOing into the next big winner" [X Link](https://x.com/jfais20/status/1948374820787298776) [@jfais20](/creator/x/jfais20) 2025-07-24T13:28Z 10.7K followers, 2302 engagements "$OVID with a $TRIL-type financing after healthy volunteer data + sector readthrough but also cautionary (froth) $XBI $IBB" [X Link](https://x.com/jfais20/status/1974104083155071009) [@jfais20](/creator/x/jfais20) 2025-10-03T13:27Z 10.7K followers, 2949 engagements "$TARS (L) From Portfolio Update" [X Link](https://x.com/jfais20/status/1974117483276874112) [@jfais20](/creator/x/jfais20) 2025-10-03T14:20Z 10.7K followers, 5070 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 $SNDX haven't touched as still high upside very favorable r/r" [X Link](https://x.com/jfais20/status/1975321569820901809) [@jfais20](/creator/x/jfais20) 2025-10-06T22:05Z 10.7K followers, 7285 engagements "$HUMA- shares down a third to $XXXX on financing with warrants (got a lot of flak here for bearish take)" [X Link](https://x.com/jfais20/status/1975669405767156002) [@jfais20](/creator/x/jfais20) 2025-10-07T21:07Z 10.7K followers, 2162 engagements "$KPTI (NP) Interesting pitch in Chat from TDMInvest on this cheapie post-financing (still not for me given high burn rate balance sheet woes & tolerability issues for selinexor- could find new life in MF though & not long to wait)" [X Link](https://x.com/jfais20/status/1975933440374825150) [@jfais20](/creator/x/jfais20) 2025-10-08T14:36Z 10.7K followers, 4384 engagements "$AKRO- this is just getting weird @JoseRestonVA ππ" [X Link](https://x.com/jfais20/status/1976255749064937534) [@jfais20](/creator/x/jfais20) 2025-10-09T11:57Z 10.7K followers, 4277 engagements "@JoseRestonVA Context for Jose = the last X buyouts. $MRUS $MTSR $AKRO" [X Link](https://x.com/jfais20/status/1976284227424669943) [@jfais20](/creator/x/jfais20) 2025-10-09T13:50Z 10.7K followers, 1860 engagements "@monaco_biotech Welcome back- still my #1" [X Link](https://x.com/jfais20/status/1976345424161276307) [@jfais20](/creator/x/jfais20) 2025-10-09T17:54Z 10.7K followers, XXX engagements "Nice overview of the menin inhibitor landscape $SNDX $KURA $JNJ also Sumitomo & Servier Perhaps a great example of situation where first mover advantage will prove more important than originally thought *Hat tip to @stevenvig" [X Link](https://x.com/jfais20/status/1976463976713363771) [@jfais20](/creator/x/jfais20) 2025-10-10T01:45Z 10.7K followers, 1947 engagements "Risk mgmt (not giving gains back to the market) should be first & foremost in your mindset right now" [X Link](https://x.com/jfais20/status/1978548319510020425) [@jfais20](/creator/x/jfais20) 2025-10-15T19:47Z 10.7K followers, 4306 engagements "Biggest play (for those asking) was riding $CLDX from $X to $XX then selling all in mid $20s Great example of my ignorance and lack of risk mgmt at the time Was a phase X asset (rindo in brain cancer/GBM) I got carried away with the case studies & phase X survival benefit (one of my weaknesses = patient focus over investment thesis) Thought (naively) that phase X was high PoS only sold because my ex-wife kept asking me to for peace of mind (was staring at the ticker every day) After selling it fell below $X on the phase X fail (credit goes to her on that one definitely taught me a lot about" [X Link](https://x.com/jfais20/status/1976781427082436713) [@jfais20](/creator/x/jfais20) 2025-10-10T22:46Z 10.7K followers, 4628 engagements "$BCAB- ppl thinking this is another $CTMX apt to be disappointed IMO at least in the short term Seeing X PR in CCA minor shrinkage in X CRC & X pancreatic (granted takes longer to elicit responses in both) Higher doses longer duration= best hope seeing more activity (but risk of higher/more severe AEs) One of my bigger losers a few years back when I owned historically has failed to realize the full promise of masked therapeutics (ADC candidates targeting RO2 and AXL similarly sported questionable safety profiles/had patient deaths due to AEs as I recall)" [X Link](https://x.com/jfais20/status/1979913383706079526) [@jfais20](/creator/x/jfais20) 2025-10-19T14:11Z 10.7K followers, 2017 engagements "$CRVS (NP) From today's revisit" [X Link](https://x.com/jfais20/status/1945240147508785567) [@jfais20](/creator/x/jfais20) 2025-07-15T21:52Z 10.7K followers, 7146 engagements "$LNTH (NP) $3.7B EV 10x cash flow/2.5x FY XX revenue Unless they get bought out not seeing much in the way of near-term needle-movers Like the Alzh imaging agents/therapeutic pipeline but needs a couple years to gain momentum Putting this one in my "Revisit 2H 26" bucket" [X Link](https://x.com/jfais20/status/1962872014948991144) [@jfais20](/creator/x/jfais20) 2025-09-02T13:35Z 10.7K followers, 1910 engagements "$SPRY (NP) Wise move & LT net positive Con side think this heads lower to finish out the year This move acknowledges they will need longer than originally expected to ramp up Neffy sales given reimbursement hurdles + other factors (lower than expected initial awareness) $AQST" [X Link](https://x.com/jfais20/status/1972760175347187955) [@jfais20](/creator/x/jfais20) 2025-09-29T20:27Z 10.7K followers, 2953 engagements "$DAWN- market just likes that I sold at lows works like a charm π«‘" [X Link](https://x.com/jfais20/status/1974119092929114256) [@jfais20](/creator/x/jfais20) 2025-10-03T14:27Z 10.7K followers, 2532 engagements "$DAWN - well said Tom" [X Link](https://x.com/jfais20/status/1974126511587536937) [@jfais20](/creator/x/jfais20) 2025-10-03T14:56Z 10.7K followers, 1988 engagements "$TARS- reasonable buyout PT = $XX (3x $1.2b peak xdemvy sales)" [X Link](https://x.com/jfais20/status/1974187385861849141) [@jfais20](/creator/x/jfais20) 2025-10-03T18:58Z 10.7K followers, 12.7K engagements "$OVID - helpful take from Dr. Zhao in Chat $XENE $BHVN" [X Link](https://x.com/jfais20/status/1974886124092105100) [@jfais20](/creator/x/jfais20) 2025-10-05T17:15Z 10.7K followers, 11.4K engagements "I take it as a compliment- goal is to be boringly profitable Each month publish a Playbook of potential setups on radar enter a couple here & there as they come down to attractive levels Quite a few stocks I miss as well like $CRNX in high $20s and $RIGL at $XX come to mind" [X Link](https://x.com/jfais20/status/1975672708072636908) [@jfais20](/creator/x/jfais20) 2025-10-07T21:20Z 10.7K followers, 1881 engagements "$RIGL coming back down to attractive levels (cheap commercial). Very skeptical on their IRAK 1/4 in MDS though" [X Link](https://x.com/jfais20/status/1975937309637050555) [@jfais20](/creator/x/jfais20) 2025-10-08T14:52Z 10.7K followers, 1379 engagements "Went well- comes out tomorrow (they asked for an idea that hasn't run up yet so I pitched $GERN)" [X Link](https://x.com/jfais20/status/1976022322772590622) [@jfais20](/creator/x/jfais20) 2025-10-08T20:30Z 10.7K followers, 3189 engagements "$BHVN Narrator: The drug's benefits in SCA patients are far from controversial (reducing fall risk & slowing disease progression high stat sig most measures & very favorable risk profile for a simple oral treatment/non-exotic modality in an indication where nothing is approved)" [X Link](https://x.com/jfais20/status/1976349630628823372) [@jfais20](/creator/x/jfais20) 2025-10-09T18:10Z 10.7K followers, 5209 engagements "For you football fans β½ out there (soccer for Americans π) My Costa Rican friend Mike was a goalkeeping coach for the past decade & change in Europe (multiple decently-known 2nd tier teams) Fell on hard times here in CR & been living on the streets now getting back on his feet as a waiter (speaks X languages) Good guy we met in February when he was guarding people's cars on the street (treated them respectfully no matter what he got in return) and stayed in touch Shared his PayPal below ($$ going to his first few months rent groceries & clothes for work) More importantly consider including a" [X Link](https://x.com/jfais20/status/1976393398765637715) [@jfais20](/creator/x/jfais20) 2025-10-09T21:04Z 10.7K followers, 2041 engagements "Felt context for the $GERN pitch only fair: Left: Cost avg trade plan & conservative price targets Right: Brief thesis from Oct 3rd portfolio update" [X Link](https://x.com/jfais20/status/1976399508478230663) [@jfais20](/creator/x/jfais20) 2025-10-09T21:28Z 10.7K followers, 6235 engagements "@Banana_Oncology Persimmon Seedy & AMay XXX% each" [X Link](https://x.com/jfais20/status/1976430177015230849) [@jfais20](/creator/x/jfais20) 2025-10-09T23:30Z 10.7K followers, XXX engagements "@JoseRestonVA i was thinking X weeks sounds about right" [X Link](https://x.com/jfais20/status/1976638790081958014) [@jfais20](/creator/x/jfais20) 2025-10-10T13:19Z 10.7K followers, XXX engagements "$KURA (NP) From today's trades" [X Link](https://x.com/jfais20/status/1977897644098744817) [@jfais20](/creator/x/jfais20) 2025-10-14T00:42Z 10.7K followers, 4758 engagements "@jeremyj0916 i havent been keeping up but yes is an often discussed name in Chat (think it may still be TDMInvest's #1 position)" [X Link](https://x.com/jfais20/status/1978077968699138400) [@jfais20](/creator/x/jfais20) 2025-10-14T12:38Z 10.7K followers, XXX engagements "@jeremyj0916 may be confusing that with $CHRS though" [X Link](https://x.com/jfais20/status/1978082311720583610) [@jfais20](/creator/x/jfais20) 2025-10-14T12:55Z 10.7K followers, XXX engagements "$XFOR- Alexandria's commentary from Chat (I'm still waiting for presentation from new mgmt to get a better handle on if anything major has changed)" [X Link](https://x.com/jfais20/status/1978589368978735404) [@jfais20](/creator/x/jfais20) 2025-10-15T22:30Z 10.7K followers, 2712 engagements "@tradingsssss Yea- I had some pretty bad unforced errors" [X Link](https://x.com/jfais20/status/1979390472557859290) [@jfais20](/creator/x/jfais20) 2025-10-18T03:33Z 10.7K followers, XXX engagements "$XBI $IBB Weekly Recap is out As goes the trend it's pretty packed so I tried to focus on most relevant discussions including: -New member with $1M position in $SMMT asks about risk mgmt into data (group helped him make an optimal decision) -Q3 DCA portfolio update (process of steadily growing a small portfolio) -Started a ROTY Member Directory (much requested feature to better decide who in Chat you wish to follow in Chat) -Pushback on my most recent commercial-stage entries (I like it when people tear into my ideas & thesis) -Discussion on portfolio hedges possible turnaround in $KPTI $CELC" [X Link](https://x.com/jfais20/status/1979561571996291207) [@jfais20](/creator/x/jfais20) 2025-10-18T14:53Z 10.7K followers, 1339 engagements "$PLX (NP) Back on my DD list appreciated TDMInvest's update in Chat He's been good at catching these unloved commercial names like $CHRS $RIGL (ones that I'm often too quick to dismiss)" [X Link](https://x.com/jfais20/status/1979564792558829879) [@jfais20](/creator/x/jfais20) 2025-10-18T15:06Z 10.7K followers, 1803 engagements "@monaco_biotech remember this one from WAY back when thought it was a winner in biliary cancer" [X Link](https://x.com/jfais20/status/1979567536028233873) [@jfais20](/creator/x/jfais20) 2025-10-18T15:17Z 10.7K followers, XXX engagements "Dedication to one's craft takes many formsπ" [X Link](https://x.com/jfais20/status/1979715799024795839) [@jfais20](/creator/x/jfais20) 2025-10-19T01:06Z 10.7K followers, 1537 engagements "@marko1332 tail end of rainy season down here in Costa Rica" [X Link](https://x.com/jfais20/status/1980063251401728201) [@jfais20](/creator/x/jfais20) 2025-10-20T00:07Z 10.7K followers, XX 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.]
Jonathan Faison posts on X about $xbi, $ibb, $tars, $chrs 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% stocks XXXX% countries XXXX% currencies XXXX%
Social topic influence $xbi #13, $ibb #1, $tars #5, $chrs #1, $plx #6, $kura #4, $rigl #1, $mtsr #7, $mrus #4, $12b #29
Top accounts mentioned or mentioned by @geneinvesting @joserestonva @persimmonti @biopharmiq @hall8jack @towiu2 @amaymd @wassimlaroussi3 @richtrades100 @maxthecomrade @mashreez @plainyogurt21 @jeremyj0916 @djtblows69 @pikacapital @logicalthesis @phoenicianstrat @thomassold47382 @ttubular @lfholt
Top assets mentioned Bitcoin Incognito (XBI) Tarsus Pharmaceuticals, Inc. Common Stock (TARS) Parallax (PLX) Metsera, Inc. Common Stock (MTSR) Merus N.V. Common Shares (MRUS) Akropolis (AKRO) Dawn Protocol (DAWN) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Geron Corp (GERN) AbbVie Inc (ABBV) Soleno Therapeutics, Inc. Common Stock (SLNO) Axsome Therapeutics, Inc (AXSM) TransMedics Group, Inc. Common Stock (TMDX) Huma Finance (HUMA) Johnson & Johnson (JNJ) Celldex Therapeutics, Inc (CLDX) Lantheus Holdings, Inc (LNTH) Xenon Pharmaceuticals Inc (XENE) Crinetics Pharmaceuticals, Inc. (CRNX) Summit Therapeutics Inc. Common Stock (SMMT)
Top posts by engagements in the last XX hours
"TDMInvest on two "cheapies" $CHRS $PLX"
X Link @jfais20 2025-08-24T20:24Z 10.7K followers, 4780 engagements
"$KURA (L) $200M EV running nicely ahead of ESMO KRAS PI3K & TKIs/ $EXEL's cabo are large markets to play in as combination partner of choice Hypothesis= FTI blocks TORC1 (central mechanism for resistance across all 3) Derisking/downside cushion = zifto + Kyowa partnership"
X Link @jfais20 2025-09-11T20:29Z 10.7K followers, 6748 engagements
"$TARS (L) I'm terrible at predicting buyouts but @JoseRestonVA seems to be racking them up of late $MTSR $MRUS $3.5B EV would seem a logical lower risk acquisition for $ABBV 10x FY 2025 sales/3x Xdemvy peak with zero value assigned for ocular rosacea (essentially Xdemvy 2.0)"
X Link @jfais20 2025-10-03T21:00Z 10.7K followers, 8831 engagements
""Why Biotech's Rally Can Last This Time" via WSJ $XBI $IBB "Deal activity accelerating" "Survivor bias tailwind- weakest players been flushed out" "IPO activity remains subdued- that's a good thing" "Sector remains about XX% below its pandemic peak. one of the few areas of the market that still looks reasonably priced." "Group is trading slightly below its historic average for the ratio of enterprise value to sales.""
X Link @jfais20 2025-10-14T12:50Z 10.7K followers, 16.9K engagements
"Just as we point out the short sellers like Scorpion with a clear agenda (incendiary over the top language that often lacks substance) $SLNO $AXSM $TMDX With biotech bull market returning please be very wary of high follower accounts pumping small caps π Cursory look at the language (example below) shows clearly cheerleading calling $SANA "the next 100-bagger platform" ready to "explode" "enormous" upside comparison to $VRTX the list goes on π©"
X Link @jfais20 2025-10-15T14:50Z 10.7K followers, 13.7K engagements
"$CRVS (NP) From today's trades"
X Link @jfais20 2025-09-24T20:43Z 10.7K followers, 7149 engagements
"$PLX - XX% haircut on πfor 4-week label expansion (hat tip to David and Osmium)"
X Link @jfais20 2025-10-17T13:42Z 10.7K followers, 1456 engagements
"Careful with getting down on the ones you miss (easy to go too aggressive into the next setup) Binary losses/unforced errors happen when we're trying to make back losses or FOMOing into the next big winner"
X Link @jfais20 2025-07-24T13:28Z 10.7K followers, 2302 engagements
"$OVID with a $TRIL-type financing after healthy volunteer data + sector readthrough but also cautionary (froth) $XBI $IBB"
X Link @jfais20 2025-10-03T13:27Z 10.7K followers, 2949 engagements
"$TARS (L) From Portfolio Update"
X Link @jfais20 2025-10-03T14:20Z 10.7K followers, 5070 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 @jfais20 2025-10-06T22:05Z 10.7K followers, 7285 engagements
"$HUMA- shares down a third to $XXXX on financing with warrants (got a lot of flak here for bearish take)"
X Link @jfais20 2025-10-07T21:07Z 10.7K followers, 2162 engagements
"$KPTI (NP) Interesting pitch in Chat from TDMInvest on this cheapie post-financing (still not for me given high burn rate balance sheet woes & tolerability issues for selinexor- could find new life in MF though & not long to wait)"
X Link @jfais20 2025-10-08T14:36Z 10.7K followers, 4384 engagements
"$AKRO- this is just getting weird @JoseRestonVA ππ"
X Link @jfais20 2025-10-09T11:57Z 10.7K followers, 4277 engagements
"@JoseRestonVA Context for Jose = the last X buyouts. $MRUS $MTSR $AKRO"
X Link @jfais20 2025-10-09T13:50Z 10.7K followers, 1860 engagements
"@monaco_biotech Welcome back- still my #1"
X Link @jfais20 2025-10-09T17:54Z 10.7K followers, XXX engagements
"Nice overview of the menin inhibitor landscape $SNDX $KURA $JNJ also Sumitomo & Servier Perhaps a great example of situation where first mover advantage will prove more important than originally thought *Hat tip to @stevenvig"
X Link @jfais20 2025-10-10T01:45Z 10.7K followers, 1947 engagements
"Risk mgmt (not giving gains back to the market) should be first & foremost in your mindset right now"
X Link @jfais20 2025-10-15T19:47Z 10.7K followers, 4306 engagements
"Biggest play (for those asking) was riding $CLDX from $X to $XX then selling all in mid $20s Great example of my ignorance and lack of risk mgmt at the time Was a phase X asset (rindo in brain cancer/GBM) I got carried away with the case studies & phase X survival benefit (one of my weaknesses = patient focus over investment thesis) Thought (naively) that phase X was high PoS only sold because my ex-wife kept asking me to for peace of mind (was staring at the ticker every day) After selling it fell below $X on the phase X fail (credit goes to her on that one definitely taught me a lot about"
X Link @jfais20 2025-10-10T22:46Z 10.7K followers, 4628 engagements
"$BCAB- ppl thinking this is another $CTMX apt to be disappointed IMO at least in the short term Seeing X PR in CCA minor shrinkage in X CRC & X pancreatic (granted takes longer to elicit responses in both) Higher doses longer duration= best hope seeing more activity (but risk of higher/more severe AEs) One of my bigger losers a few years back when I owned historically has failed to realize the full promise of masked therapeutics (ADC candidates targeting RO2 and AXL similarly sported questionable safety profiles/had patient deaths due to AEs as I recall)"
X Link @jfais20 2025-10-19T14:11Z 10.7K followers, 2017 engagements
"$CRVS (NP) From today's revisit"
X Link @jfais20 2025-07-15T21:52Z 10.7K followers, 7146 engagements
"$LNTH (NP) $3.7B EV 10x cash flow/2.5x FY XX revenue Unless they get bought out not seeing much in the way of near-term needle-movers Like the Alzh imaging agents/therapeutic pipeline but needs a couple years to gain momentum Putting this one in my "Revisit 2H 26" bucket"
X Link @jfais20 2025-09-02T13:35Z 10.7K followers, 1910 engagements
"$SPRY (NP) Wise move & LT net positive Con side think this heads lower to finish out the year This move acknowledges they will need longer than originally expected to ramp up Neffy sales given reimbursement hurdles + other factors (lower than expected initial awareness) $AQST"
X Link @jfais20 2025-09-29T20:27Z 10.7K followers, 2953 engagements
"$DAWN- market just likes that I sold at lows works like a charm π«‘"
X Link @jfais20 2025-10-03T14:27Z 10.7K followers, 2532 engagements
"$DAWN - well said Tom"
X Link @jfais20 2025-10-03T14:56Z 10.7K followers, 1988 engagements
"$TARS- reasonable buyout PT = $XX (3x $1.2b peak xdemvy sales)"
X Link @jfais20 2025-10-03T18:58Z 10.7K followers, 12.7K engagements
"$OVID - helpful take from Dr. Zhao in Chat $XENE $BHVN"
X Link @jfais20 2025-10-05T17:15Z 10.7K followers, 11.4K engagements
"I take it as a compliment- goal is to be boringly profitable Each month publish a Playbook of potential setups on radar enter a couple here & there as they come down to attractive levels Quite a few stocks I miss as well like $CRNX in high $20s and $RIGL at $XX come to mind"
X Link @jfais20 2025-10-07T21:20Z 10.7K followers, 1881 engagements
"$RIGL coming back down to attractive levels (cheap commercial). Very skeptical on their IRAK 1/4 in MDS though"
X Link @jfais20 2025-10-08T14:52Z 10.7K followers, 1379 engagements
"Went well- comes out tomorrow (they asked for an idea that hasn't run up yet so I pitched $GERN)"
X Link @jfais20 2025-10-08T20:30Z 10.7K followers, 3189 engagements
"$BHVN Narrator: The drug's benefits in SCA patients are far from controversial (reducing fall risk & slowing disease progression high stat sig most measures & very favorable risk profile for a simple oral treatment/non-exotic modality in an indication where nothing is approved)"
X Link @jfais20 2025-10-09T18:10Z 10.7K followers, 5209 engagements
"For you football fans β½ out there (soccer for Americans π) My Costa Rican friend Mike was a goalkeeping coach for the past decade & change in Europe (multiple decently-known 2nd tier teams) Fell on hard times here in CR & been living on the streets now getting back on his feet as a waiter (speaks X languages) Good guy we met in February when he was guarding people's cars on the street (treated them respectfully no matter what he got in return) and stayed in touch Shared his PayPal below ($$ going to his first few months rent groceries & clothes for work) More importantly consider including a"
X Link @jfais20 2025-10-09T21:04Z 10.7K followers, 2041 engagements
"Felt context for the $GERN pitch only fair: Left: Cost avg trade plan & conservative price targets Right: Brief thesis from Oct 3rd portfolio update"
X Link @jfais20 2025-10-09T21:28Z 10.7K followers, 6235 engagements
"@Banana_Oncology Persimmon Seedy & AMay XXX% each"
X Link @jfais20 2025-10-09T23:30Z 10.7K followers, XXX engagements
"@JoseRestonVA i was thinking X weeks sounds about right"
X Link @jfais20 2025-10-10T13:19Z 10.7K followers, XXX engagements
"$KURA (NP) From today's trades"
X Link @jfais20 2025-10-14T00:42Z 10.7K followers, 4758 engagements
"@jeremyj0916 i havent been keeping up but yes is an often discussed name in Chat (think it may still be TDMInvest's #1 position)"
X Link @jfais20 2025-10-14T12:38Z 10.7K followers, XXX engagements
"@jeremyj0916 may be confusing that with $CHRS though"
X Link @jfais20 2025-10-14T12:55Z 10.7K followers, XXX engagements
"$XFOR- Alexandria's commentary from Chat (I'm still waiting for presentation from new mgmt to get a better handle on if anything major has changed)"
X Link @jfais20 2025-10-15T22:30Z 10.7K followers, 2712 engagements
"@tradingsssss Yea- I had some pretty bad unforced errors"
X Link @jfais20 2025-10-18T03:33Z 10.7K followers, XXX engagements
"$XBI $IBB Weekly Recap is out As goes the trend it's pretty packed so I tried to focus on most relevant discussions including: -New member with $1M position in $SMMT asks about risk mgmt into data (group helped him make an optimal decision) -Q3 DCA portfolio update (process of steadily growing a small portfolio) -Started a ROTY Member Directory (much requested feature to better decide who in Chat you wish to follow in Chat) -Pushback on my most recent commercial-stage entries (I like it when people tear into my ideas & thesis) -Discussion on portfolio hedges possible turnaround in $KPTI $CELC"
X Link @jfais20 2025-10-18T14:53Z 10.7K followers, 1339 engagements
"$PLX (NP) Back on my DD list appreciated TDMInvest's update in Chat He's been good at catching these unloved commercial names like $CHRS $RIGL (ones that I'm often too quick to dismiss)"
X Link @jfais20 2025-10-18T15:06Z 10.7K followers, 1803 engagements
"@monaco_biotech remember this one from WAY back when thought it was a winner in biliary cancer"
X Link @jfais20 2025-10-18T15:17Z 10.7K followers, XXX engagements
"Dedication to one's craft takes many formsπ"
X Link @jfais20 2025-10-19T01:06Z 10.7K followers, 1537 engagements
"@marko1332 tail end of rainy season down here in Costa Rica"
X Link @jfais20 2025-10-20T00:07Z 10.7K followers, XX engagements
/creator/twitter::jfais20