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#  @jfais20 Jonathan Faison
Jonathan Faison posts on X about $xbi, $ibb, $rare, $abvx the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
### Engagements: XXXXXX [#](/creator/twitter::2786447854/interactions)
- X Week XXXXXX -XX%
- X Month XXXXXXX +29%
- X Months XXXXXXXXX +25%
- X Year XXXXXXXXX +203%
### Mentions: XX [#](/creator/twitter::2786447854/posts_active)
- X Week XXX +12%
- X Month XXX +50%
- X Months XXX +54%
- X Year XXXXX +355%
### Followers: XXXXXX [#](/creator/twitter::2786447854/followers)
- X Week XXXXXX +0.49%
- X Month XXXXXX +3.20%
- X Months XXXXXX +10%
- X Year XXXXXX +23%
### CreatorRank: XXXXXXX [#](/creator/twitter::2786447854/influencer_rank)
### Social Influence [#](/creator/twitter::2786447854/influence)
---
**Social category influence**
[stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX%
**Social topic influence**
[$xbi](/topic/$xbi) #3, [$ibb](/topic/$ibb) #2, [$rare](/topic/$rare) 3.51%, [$abvx](/topic/$abvx) #17, [$iova](/topic/$iova) 1.75%, [$bpmc](/topic/$bpmc) 1.75%, [$mreo](/topic/$mreo) 1.75%, [$rytm](/topic/$rytm) 1.75%, [$imgn](/topic/$imgn) 1.17%, [$srpt](/topic/$srpt) XXXX%
**Top accounts mentioned or mentioned by**
[@andre_agtc](/creator/undefined) [@rnaianalyst](/creator/undefined) [@thefortunetell5](/creator/undefined) [@djtblows69](/creator/undefined) [@mathcoredad](/creator/undefined) [@andreagtc](/creator/undefined) [@financebully](/creator/undefined) [@brettermilio](/creator/undefined) [@avidresearch](/creator/undefined) [@biopharmiq](/creator/undefined) [@mamalisvzla](/creator/undefined) [@revkuk179937](/creator/undefined) [@amaymd](/creator/undefined) [@immunoinvest](/creator/undefined) [@joserestonva](/creator/undefined) [@wz2013](/creator/undefined) [@darrenestes](/creator/undefined) [@buckorama1](/creator/undefined) [@jialiangliang](/creator/undefined) [@houndcl](/creator/undefined)
**Top assets mentioned**
[Bitcoin Incognito (XBI)](/topic/$xbi) [SuperRare (RARE)](/topic/$rare) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Immunogen Inc (IMGN)](/topic/$imgn) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [AstraZeneca PLC (AZN)](/topic/$azn) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [AbbVie Inc (ABBV)](/topic/$abbv) [Johnson & Johnson (JNJ)](/topic/$jnj) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [CG Oncology, Inc. Common stock (CGON)](/topic/$cgon) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [BEAM (BEAM)](/topic/$beam) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Sanofi (SNY)](/topic/sanofi) [Arvinas, Inc (ARVN)](/topic/$arvn) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Mist (MIST)](/topic/$mist) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Dawn Protocol (DAWN)](/topic/$dawn) [Prometheus Biosciences, Inc. Common Stock (RXDX)](/topic/$rxdx)
### Top Social Posts [#](/creator/twitter::2786447854/posts)
---
Top posts by engagements in the last XX hours
"$SRPT- real trade here is with regulatory overhang for gene therapy stocks & other more exotic modalities Think more traditional rare disease therapies (ie. enzyme replacement) stand to benefit"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946265446589559047) 2025-07-18 17:46:56 UTC 10K followers, 7122 engagements
"$IOVA - new CFO hire a + (ex $CGON) but Goldman note (better late than never) reminder of current predicament Key takeaway for me is challenges to Amtagvi launch (harsh AE profile for IL-2 limited patient eligibility low margins/manufacturing failure rate etc) Were all foreseeable- I simply didn't give enough credit to bear thesis at the time Want to invest in drug launches where the treatment essentially sells itself (efficacy convenience safety etc)"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945123960284217663) 2025-07-15 14:11:05 UTC 10K followers, 3711 engagements
"$NTLA - to the $12s now happy for you my friend and hope you make out like a bandit in this one 🙂 From there in the future (as we discussed before) hope you'll adopt some solid diversification rules to avoid the rollercoaster going forward 🤝"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1942946027796906054) 2025-07-09 13:56:45 UTC 10K followers, 3187 engagements
"$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, 2084 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, 2498 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, 9240 engagements
"For those berating themselves for missing @A_May_MD's $ABVX Keep in mind you'd feel very differently if ended up a 90%+ binary loss Hindsight Capital has a way of making things look much clearer in the rearview mirror Evaluate each setup as it comes don't rush the process 👍"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947773691355664729) 2025-07-22 21:40:10 UTC 10K followers, 10.2K engagements
"$CHRS (NP) TDMInvest's thoughts post Q2 update make for an interesting read (I've been negative as they're pivoting to IO but unexciting data & lack of differentiation) $AVEO & $CALT prior ideas of his we disagreed on both bought out $ADAP- he also mentioned on yesterday's call as revaluation play (I think they're in for slow launch out of the gate & Lete-cel still faces several regulatory hurdles) Value of opposing points of view 🤝"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1827322603771461820) 2024-08-24 12:30:33 UTC 10K followers, 13.1K engagements
"Cue everyone citing their favorite stock as the next one to go 😉 Reminder these events are few and far between $ABVX"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947792537856446666) 2025-07-22 22:55:03 UTC 10K followers, 7709 engagements
"$GMDA (NP) +30% in Idea Lab so far (hat tip to @TrueManzil ) New CFO Coelho led $CINC to $1.3B buyout by $AZN and before that at $BDSI (bought out by $COLL) April financing to strengthen negotiating position and Q1 language ("broader strategic alternatives") point to BO IMO"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1661019141892104192) 2023-05-23 14:39:58 UTC 10K followers, 6005 engagements
"$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 $KYMR in STAT6 but seem confident with partner Sanofi extending license they've got a best-in-class profile (retained 50/50 US opt-in) Bex-deg with clear path to mkt in r/r CLL optionality in autoimmune disease"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1946948909357473853) 2025-07-20 15:02:47 UTC 10K followers, 4400 engagements
"$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, 2865 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
"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, 1445 engagements
"Strange day- $XBI + XXX% $BBC +1.3% DCA portfolio +3.3% to new highs (move seems rather broad-based across several holdings) $BHVN interesting rebound on decent volume (no news I'm aware of just oversold). Kv7 MDD data due next Q or so also FDA feedback for myostatin in SMA"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945978371894087684) 2025-07-17 22:46:13 UTC 10K followers, 1308 engagements
"$MTSR - Appreciated Osmium's take on the amylin class & differentiation within the obesity mkt $LLY $NVO $AZN $ABBV $ZEAL $GPCR"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944873141597298820) 2025-07-14 21:34:25 UTC 10K followers, 6526 engagements
"$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
"Today's a down day for $XBI $BBC but worth a reminder on the current trend Both well above SMA XX and XX making run for 200-day MA"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945124842929291338) 2025-07-15 14:14:35 UTC 10K followers, 1346 engagements
"$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
"When a stock falls to lows & then C-suite chooses to run an offering says everything about them $DYN Converse is true for savvy mgmt taking advantage of a gap up to pull off a secondary (set a new floor in share price) $NKTR"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1939792935962157291) 2025-06-30 21:07:30 UTC 10K followers, 3998 engagements
"$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, 1783 engagements
"Avoided another red circle with the $RARE swap Keeping in mind one of my goals this year is to reduce unforced errors unnecessarily giving gains back to the market Will be thinking on whether there are any other risk mgmt trades I should be considering (esp after Q2 reports)"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944063815030595609) 2025-07-12 15:58:27 UTC 10K followers, 3741 engagements
"$ATYR- nice to see catalyst traders rewarded with the run up from $X to $X (another highly binary setup along with $CRDF) Rooting for longs (big winners good for the sector $XBI $IBB) but for every $ABVX there's many more 80%+ gap downs on data fail. GLTA 👍"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947786029357813806) 2025-07-22 22:29:12 UTC 10K followers, 4719 engagements
"$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, 3274 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, 1471 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, 9804 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, 1802 engagements
"@avidresearch $WVE - green flag = moved INHBE data up from year-end to 2H XX (clearly want to get it out there) Caveat is if results too immature mkt wants longer follow-up to show they can meet or exceed GLP-1 real world weight loss"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945890565867925923) 2025-07-17 16:57:18 UTC 10K followers, XXX engagements
"$ABVX - Congrats on the win Houbi 👏👏 **We all know who "external DD" is. tip of the hat to @A_May_MD for yet another banger after $NKTR 🫡"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947765692272407029) 2025-07-22 21:08:23 UTC 10K followers, 7185 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 $$ w/ 20%+ royalty rate from partner"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1945254430691021189) 2025-07-15 22:49:32 UTC 10K followers, XXX engagements
"$MTSR $RYTM $SLNO - Good sign to see these obesity names at highs Prefer seeing buyouts in this range (a la $VRNA) vs distressed bios at lows that have characterized the biotech bear mkt $XBI $IBB"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1944156311882805492) 2025-07-12 22:06:00 UTC 10K followers, 2278 engagements
"@RNAiAnalyst $ARWR November PDUFA not far off finally makes the transition to commercial-stage with SHTG to follow"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947302605454983636) 2025-07-21 14:28:14 UTC 10K followers, 1530 engagements
"Begs the question what other names do we think shorts getting overly confident in $XBI $IBB"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1947790671152062548) 2025-07-22 22:47:38 UTC 10K followers, 4631 engagements
"Playbook example from May's update: $DAWN"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1938241691950965187) 2025-06-26 14:23:24 UTC 10K followers, 3228 engagements
"$XBI $IBB Speaking of which SMID Biotech launches in coming years: A few such as $ITCI $RXDX $BPMC $MRTX already been acquired $IMGN was quite good to us as well "Strategic value to acquirer" is a key element of selection criteria (just icing on the cake never central to thesis) *Hat tip to Eric for the chart here's to hoping we can find more (like to think we already own some)"
 [@jfais20](/creator/x/jfais20) on [X](/post/tweet/1939091208208634093) 2025-06-28 22:39:05 UTC 10K followers, 2289 engagements
"Assorted observations from chart scans: $URGN- rebounding nicely after dip to $XX strategic value (first-mover in LG-IR-NMIBC) trumping slow initial Qs of Zusduri launch $RARE- CRL for MPS IIIA Friday AH weakness continues to mid $20s as won't receive PRV (has X year of cash runway + stubbornly high burn rate needs to raise $$) $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, 9120 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, 9254 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, $abvx the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- 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 stocks XXXX% finance XXXX% cryptocurrencies XXXX% currencies XXXX% exchanges XXXX% technology brands XXXX% countries XXXX%
Social topic influence $xbi #3, $ibb #2, $rare 3.51%, $abvx #17, $iova 1.75%, $bpmc 1.75%, $mreo 1.75%, $rytm 1.75%, $imgn 1.17%, $srpt XXXX%
Top accounts mentioned or mentioned by @andre_agtc @rnaianalyst @thefortunetell5 @djtblows69 @mathcoredad @andreagtc @financebully @brettermilio @avidresearch @biopharmiq @mamalisvzla @revkuk179937 @amaymd @immunoinvest @joserestonva @wz2013 @darrenestes @buckorama1 @jialiangliang @houndcl
Top assets mentioned Bitcoin Incognito (XBI) SuperRare (RARE) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Blueprint Medicines Corporation (BPMC) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Immunogen Inc (IMGN) Sarepta Therapeutics, Inc. (SRPT) Dyne Therapeutics, Inc. Common Stock (DYN) AstraZeneca PLC (AZN) Kymera Therapeutics, Inc. Common Stock (KYMR) Metsera, Inc. Common Stock (MTSR) AbbVie Inc (ABBV) Johnson & Johnson (JNJ) Intra-Cellular Therapies Inc. (ITCI) Arrowhead Research Corporation (ARWR) CG Oncology, Inc. Common stock (CGON) Intellia Therapeutics, Inc (NTLA) Merus N.V. Common Shares (MRUS) BEAM (BEAM) Avidity Biosciences, Inc. Common Stock (RNA) Sanofi (SNY) Arvinas, Inc (ARVN) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Mist (MIST) Soleno Therapeutics, Inc. Common Stock (SLNO) Dawn Protocol (DAWN) Prometheus Biosciences, Inc. Common Stock (RXDX)
Top Social Posts #
Top posts by engagements in the last XX hours
"$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, 7122 engagements
"$IOVA - new CFO hire a + (ex $CGON) but Goldman note (better late than never) reminder of current predicament Key takeaway for me is challenges to Amtagvi launch (harsh AE profile for IL-2 limited patient eligibility low margins/manufacturing failure rate etc) Were all foreseeable- I simply didn't give enough credit to bear thesis at the time Want to invest in drug launches where the treatment essentially sells itself (efficacy convenience safety etc)" @jfais20 on X 2025-07-15 14:11:05 UTC 10K followers, 3711 engagements
"$NTLA - to the $12s now happy for you my friend and hope you make out like a bandit in this one 🙂 From there in the future (as we discussed before) hope you'll adopt some solid diversification rules to avoid the rollercoaster going forward 🤝" @jfais20 on X 2025-07-09 13:56:45 UTC 10K followers, 3187 engagements
"$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, 2084 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, 2498 engagements
"Turning into a great discussion - thanks all $WVE $BEAM $DYN $RNA" @jfais20 on X 2025-07-05 14:31:50 UTC 10K followers, 9240 engagements
"For those berating themselves for missing @A_May_MD's $ABVX Keep in mind you'd feel very differently if ended up a 90%+ binary loss Hindsight Capital has a way of making things look much clearer in the rearview mirror Evaluate each setup as it comes don't rush the process 👍" @jfais20 on X 2025-07-22 21:40:10 UTC 10K followers, 10.2K engagements
"$CHRS (NP) TDMInvest's thoughts post Q2 update make for an interesting read (I've been negative as they're pivoting to IO but unexciting data & lack of differentiation) $AVEO & $CALT prior ideas of his we disagreed on both bought out $ADAP- he also mentioned on yesterday's call as revaluation play (I think they're in for slow launch out of the gate & Lete-cel still faces several regulatory hurdles) Value of opposing points of view 🤝" @jfais20 on X 2024-08-24 12:30:33 UTC 10K followers, 13.1K engagements
"Cue everyone citing their favorite stock as the next one to go 😉 Reminder these events are few and far between $ABVX" @jfais20 on X 2025-07-22 22:55:03 UTC 10K followers, 7709 engagements
"$GMDA (NP) +30% in Idea Lab so far (hat tip to @TrueManzil ) New CFO Coelho led $CINC to $1.3B buyout by $AZN and before that at $BDSI (bought out by $COLL) April financing to strengthen negotiating position and Q1 language ("broader strategic alternatives") point to BO IMO" @jfais20 on X 2023-05-23 14:39:58 UTC 10K followers, 6005 engagements
"$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 $KYMR in STAT6 but seem confident with partner Sanofi extending license they've got a best-in-class profile (retained 50/50 US opt-in) Bex-deg with clear path to mkt in r/r CLL optionality in autoimmune disease" @jfais20 on X 2025-07-20 15:02:47 UTC 10K followers, 4400 engagements
"$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, 2865 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
"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, 1445 engagements
"Strange day- $XBI + XXX% $BBC +1.3% DCA portfolio +3.3% to new highs (move seems rather broad-based across several holdings) $BHVN interesting rebound on decent volume (no news I'm aware of just oversold). Kv7 MDD data due next Q or so also FDA feedback for myostatin in SMA" @jfais20 on X 2025-07-17 22:46:13 UTC 10K followers, 1308 engagements
"$MTSR - Appreciated Osmium's take on the amylin class & differentiation within the obesity mkt $LLY $NVO $AZN $ABBV $ZEAL $GPCR" @jfais20 on X 2025-07-14 21:34:25 UTC 10K followers, 6526 engagements
"$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
"Today's a down day for $XBI $BBC but worth a reminder on the current trend Both well above SMA XX and XX making run for 200-day MA" @jfais20 on X 2025-07-15 14:14:35 UTC 10K followers, 1346 engagements
"$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
"When a stock falls to lows & then C-suite chooses to run an offering says everything about them $DYN Converse is true for savvy mgmt taking advantage of a gap up to pull off a secondary (set a new floor in share price) $NKTR" @jfais20 on X 2025-06-30 21:07:30 UTC 10K followers, 3998 engagements
"$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, 1783 engagements
"Avoided another red circle with the $RARE swap Keeping in mind one of my goals this year is to reduce unforced errors unnecessarily giving gains back to the market Will be thinking on whether there are any other risk mgmt trades I should be considering (esp after Q2 reports)" @jfais20 on X 2025-07-12 15:58:27 UTC 10K followers, 3741 engagements
"$ATYR- nice to see catalyst traders rewarded with the run up from $X to $X (another highly binary setup along with $CRDF) Rooting for longs (big winners good for the sector $XBI $IBB) but for every $ABVX there's many more 80%+ gap downs on data fail. GLTA 👍" @jfais20 on X 2025-07-22 22:29:12 UTC 10K followers, 4719 engagements
"$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, 3274 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, 1471 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, 9804 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, 1802 engagements
"@avidresearch $WVE - green flag = moved INHBE data up from year-end to 2H XX (clearly want to get it out there) Caveat is if results too immature mkt wants longer follow-up to show they can meet or exceed GLP-1 real world weight loss" @jfais20 on X 2025-07-17 16:57:18 UTC 10K followers, XXX engagements
"$ABVX - Congrats on the win Houbi 👏👏 **We all know who "external DD" is. tip of the hat to @A_May_MD for yet another banger after $NKTR 🫡" @jfais20 on X 2025-07-22 21:08:23 UTC 10K followers, 7185 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 $$ w/ 20%+ royalty rate from partner" @jfais20 on X 2025-07-15 22:49:32 UTC 10K followers, XXX engagements
"$MTSR $RYTM $SLNO - Good sign to see these obesity names at highs Prefer seeing buyouts in this range (a la $VRNA) vs distressed bios at lows that have characterized the biotech bear mkt $XBI $IBB" @jfais20 on X 2025-07-12 22:06:00 UTC 10K followers, 2278 engagements
"@RNAiAnalyst $ARWR November PDUFA not far off finally makes the transition to commercial-stage with SHTG to follow" @jfais20 on X 2025-07-21 14:28:14 UTC 10K followers, 1530 engagements
"Begs the question what other names do we think shorts getting overly confident in $XBI $IBB" @jfais20 on X 2025-07-22 22:47:38 UTC 10K followers, 4631 engagements
"Playbook example from May's update: $DAWN" @jfais20 on X 2025-06-26 14:23:24 UTC 10K followers, 3228 engagements
"$XBI $IBB Speaking of which SMID Biotech launches in coming years: A few such as $ITCI $RXDX $BPMC $MRTX already been acquired $IMGN was quite good to us as well "Strategic value to acquirer" is a key element of selection criteria (just icing on the cake never central to thesis) *Hat tip to Eric for the chart here's to hoping we can find more (like to think we already own some)" @jfais20 on X 2025-06-28 22:39:05 UTC 10K followers, 2289 engagements
"Assorted observations from chart scans: $URGN- rebounding nicely after dip to $XX strategic value (first-mover in LG-IR-NMIBC) trumping slow initial Qs of Zusduri launch $RARE- CRL for MPS IIIA Friday AH weakness continues to mid $20s as won't receive PRV (has X year of cash runway + stubbornly high burn rate needs to raise $$) $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, 9120 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, 9254 engagements