#  @jonesallen99138 jonesallen99138 jonesallen99138 posts on X about $arwr, data, $srpt, $prqr the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1965494997702377476/interactions)  - [--] Week [-----] -74% - [--] Month [-----] +150% ### Mentions: [--] [#](/creator/twitter::1965494997702377476/posts_active)  - [--] Week [--] -33% - [--] Month [--] -7.10% ### Followers: [--] [#](/creator/twitter::1965494997702377476/followers)  - [--] Week [--] +5.60% - [--] Month [--] +111% ### CreatorRank: [---------] [#](/creator/twitter::1965494997702377476/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) **Social topic influence** [$arwr](/topic/$arwr), [data](/topic/data), [$srpt](/topic/$srpt) #28, [$prqr](/topic/$prqr), [in the](/topic/in-the), [bc](/topic/bc), [$dyn](/topic/$dyn), [$wve](/topic/$wve), [$lly](/topic/$lly), [$rna](/topic/$rna) **Top accounts mentioned or mentioned by** [@adamfeuerstein](/creator/undefined) [@rnaianalyst](/creator/undefined) [@pharmdca](/creator/undefined) [@hall8jack](/creator/undefined) [@tallnfat](/creator/undefined) [@semodough](/creator/undefined) [@drsprs](/creator/undefined) [@jonesallen234](/creator/undefined) [@statnews](/creator/undefined) [@avidresearch](/creator/undefined) [@titteridiot1](/creator/undefined) [@singlemalt18](/creator/undefined) [@morganstanley](/creator/undefined) [@datsalad](/creator/undefined) [@doodaddoctor](/creator/undefined) [@bioboyscout](/creator/undefined) **Top assets mentioned** [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Eli Lilly and Company (LLY)](/topic/$lly) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [PepGen Inc. (PEPG)](/topic/$pepg) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [uniQure N.V. (QURE)](/topic/$qure) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Zscaler Inc (ZS)](/topic/$zs) [Datadog Inc (DDOG)](/topic/$ddog) [AppLovin Corporation (APP)](/topic/$app) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Arvinas, Inc (ARVN)](/topic/$arvn) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Metsera, Inc. (MTSR)](/topic/$mtsr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Morgan Stanley (MS)](/topic/morgan-stanley) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) ### Top Social Posts Top posts by engagements in the last [--] hours "12 month splicing data definitely improved. The valuation gap between $RNA and $DYN accelerated b/c of six month data. That should narrow. strong but $DYN" [X Link](https://x.com/jonesallen99138/status/1978420671995625516) 2025-10-15T11:20Z [--] followers, [--] engagements "Strong buy $DYN (stupid autocorrect)" [X Link](https://x.com/jonesallen99138/status/1978460036939608254) 2025-10-15T13:56Z [--] followers, [--] engagements "Selling $PRAX with a modest gain. Long $DYN $LXEO and $ALEC" [X Link](https://x.com/jonesallen99138/status/1980280422312313113) 2025-10-20T14:30Z [--] followers, [--] engagements "@adamfeuerstein Thanks Adam I followed your caveat about liver tox with $NTLA and passed on the company. May not hear this often from biotwitter folks but keep doing the good reporting" [X Link](https://x.com/jonesallen99138/status/1982774895097651203) 2025-10-27T11:42Z [--] followers, [---] engagements "@drsprs @RNAiAnalyst $ALNY already has an effective treatment on the market. That is part of the reason for the sell off on $NTLA liver tox news" [X Link](https://x.com/jonesallen99138/status/1982935106751955135) 2025-10-27T22:19Z [--] followers, [---] engagements "$WVE data looks good but early. Added more shares when stock was in the red this morning. Also long $ARWR b/c they have INHBE program" [X Link](https://x.com/jonesallen99138/status/1983572335656317377) 2025-10-29T16:31Z [--] followers, [---] engagements "LRRK2 inhibitors are an interesting target in Parkinson's $DNLI $ARVN Neuron23. Long $DNLI with a few lottery calls. Data should be out first half next year" [X Link](https://x.com/jonesallen99138/status/1985019109629636965) 2025-11-02T16:20Z [--] followers, [---] engagements "I am formally @jonesallen234 now it's official $SRPT drugs a barely better than a placebo. Can we finally stop wasting money and move on to something that might be far more effective $ARWR $DYN $RNA" [X Link](https://x.com/jonesallen99138/status/1985689894706974728) 2025-11-04T12:45Z [--] followers, [---] engagements "Might pick up a few $SRPT calls b/c I like $ARWR platform and $SRPT can use legacy dollars to fund" [X Link](https://x.com/jonesallen99138/status/1985691073620984047) 2025-11-04T12:50Z [--] followers, [---] engagements "Regulators come and go but the data supports their drugs work $BHVN $QURE. I am willing to buy the shares and wait unfortunately patients may not have that luxury" [X Link](https://x.com/jonesallen99138/status/1986109882265739742) 2025-11-05T16:34Z [--] followers, [---] engagements "I think I am good with cash and short term bonds as a primary investment going forward. 1T dollar pay package to a $TSLA CEO touting the golden age of robots (this market has completely jumped the shark)" [X Link](https://x.com/jonesallen99138/status/1986824641961451744) 2025-11-07T15:54Z [--] followers, [--] engagements "@adamfeuerstein @statnews Was $NVO trying to Peter Rabbit $PFE into overbidding for $MTSR knowing that RNA may be the actual path to annual obesity shots. see $WVE data $NVO has been buying up siRNA companies" [X Link](https://x.com/jonesallen99138/status/1987136836792111386) 2025-11-08T12:35Z [--] followers, [---] engagements "@adamfeuerstein True. But there are also a lot of $50 to $5 $KRRO $NTLA. Also biotech" [X Link](https://x.com/jonesallen99138/status/1989313762730312150) 2025-11-14T12:45Z [--] followers, [---] engagements "@Pharmdca Don't fight the fed. If market data does not warrant further cuts valuations cannot continue to rise. This is not a panic but a readjusting given the outlook of where interest rates are going" [X Link](https://x.com/jonesallen99138/status/1991566614454763811) 2025-11-20T17:57Z [--] followers, [--] engagements "Let's coin a phrase the economic line of demarcation. It is the point at which you have accumulated enough wealth that barring stupid choices you simply become more wealthy through the inertia of our economic system that favors capital. $QQQ $SPY $NVDA" [X Link](https://x.com/jonesallen99138/status/1991608933392527715) 2025-11-20T20:45Z [--] followers, [--] engagements "A drug platform that can effectively target diseases like DMI is worth $11B $RNA. If $SRPT DMI data is positive $ARWR is way undervalued especially given it's deep pipeline of other drugs. Long $ARWR $WVE and $PRQR" [X Link](https://x.com/jonesallen99138/status/1992974048456810888) 2025-11-24T15:10Z [--] followers, [---] engagements "@avidresearch $LLY must have liked what they saw from an $ARWR type approach. Don't think anyone caught the significance of this deal until now. https://www.fiercebiotech.com/biotech/lilly-pens-12b-pact-sanegene-better-target-metabolic-rna-meds https://www.fiercebiotech.com/biotech/lilly-pens-12b-pact-sanegene-better-target-metabolic-rna-meds" [X Link](https://x.com/jonesallen99138/status/1993754873909608514) 2025-11-26T18:52Z [--] followers, [---] engagements "@Hall8Jack @titteridiot1 @Singlemalt_18 @MorganStanley Yes. especially since $LLY did this deal two weeks ago. $ARWR https://www.fiercebiotech.com/biotech/lilly-pens-12b-pact-sanegene-better-target-metabolic-rna-meds https://www.fiercebiotech.com/biotech/lilly-pens-12b-pact-sanegene-better-target-metabolic-rna-meds" [X Link](https://x.com/jonesallen99138/status/1993757288935350427) 2025-11-26T19:02Z [--] followers, [---] engagements "@Pharmdca If you could choose between a delay oral pill or a bi-annual/annual injection which do you think a majority of patients would choose" [X Link](https://x.com/jonesallen99138/status/1998421689194230236) 2025-12-09T15:57Z [--] followers, [---] engagements "Looking through the RNAi/editing space and $PRQR on a valuation basis looks compelling. $KRRO is valued where they are b/c they wrongly went with LNP for delivery (need to changing their entire approach to delivery)" [X Link](https://x.com/anyuser/status/1998437844017111544) 2025-12-09T17:01Z [--] followers, [----] engagements "A preclinical RNAi obesity drug platform is worth $1.2B in bio bucks according to $LLY - this deal establishes a floor for valuing $WVE $ARWR clinical RNAi obesity platforms. https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/ https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/" [X Link](https://x.com/anyuser/status/1998479155332264409) 2025-12-09T19:45Z [--] followers, [---] engagements "@RNAiAnalyst Also add that $LLY Retatrutide 18% discontinuation rate (will be much higher in real world setting) leaves a gapping whole for $ARWR $WVE to fill. Additionally a drug that maintains weight loss is probably more valuable at this point but that is a longer term study" [X Link](https://x.com/jonesallen99138/status/1999154945296060630) 2025-12-11T16:30Z [--] followers, [---] engagements "If you want to hide underwhelming data a week before JPM is probably not the best time to do it $ARWR. So hoping that ARO-INHBE and ARO-ALK7 data delivers b/c semiannual/quarterly shot seems more convenient than a daily pill" [X Link](https://x.com/anyuser/status/2001667282670403936) 2025-12-18T14:54Z [--] followers, [---] engagements "$SRPT down 81% for the year. Entirely remade their pipeline with drug candidates licensed from $ARWR. Interesting to see how their revamped pipeline fairs next year. long $SRPT" [X Link](https://x.com/anyuser/status/2003508113576722723) 2025-12-23T16:48Z [--] followers, [---] engagements "@RNAiAnalyst The absence of buyers on Wednesday made picking up cheap April [----] calls easy $PRQR. $2.50 strike priced at $0.40" [X Link](https://x.com/jonesallen99138/status/2004566740852994436) 2025-12-26T14:55Z [--] followers, [---] engagements "$ARWR Jan [----] $75 calls got down to $0.45 today. I usually don't hold into binary events but worth it at that price" [X Link](https://x.com/anyuser/status/2008283949550776726) 2026-01-05T21:06Z [--] followers, [---] engagements "@RNAiAnalyst $ARWR Jan [----] $75 calls traded down to $0.45. I took a flier on a few at that price" [X Link](https://x.com/jonesallen99138/status/2008284694530478128) 2026-01-05T21:09Z [--] followers, [---] engagements "$PRQR April [----] $2.50 calls look rather cheap. They should have some data by then right I like the risk reward so rotating some of $ARWR call profits into $PRQR calls" [X Link](https://x.com/anyuser/status/2008563589620306031) 2026-01-06T15:37Z [--] followers, [---] engagements "$ARWR Jan [----] $75 calls. $0.45 to $4. Not a bad return for one day of work" [X Link](https://x.com/anyuser/status/2008565089914548666) 2026-01-06T15:43Z [--] followers, [---] engagements "@adamfeuerstein Creating protective variants regardless of a person's innate biology. I think when $LLY is willing to spend 1.2B bio bucks on the preclinical Chinese $ARWR equivalent the answer is a definite yes. https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/ https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/" [X Link](https://x.com/jonesallen99138/status/2008621978786124063) 2026-01-06T19:29Z [--] followers, [---] engagements "Over promising and under delivering any meaningful has become a pattern $PRQR. Now I know why the options were so cheap. sell most and moving to the sidelines until management delivers something meaningful" [X Link](https://x.com/anyuser/status/2009715420253811074) 2026-01-09T19:54Z [--] followers, [---] engagements "The premium on the $OCUL call options are to rich for my blood. Even buying shares and buying puts to hedge would be an expensive proposition. I will be sitting on the sidelines and waiting for entry after data. Good luck longs" [X Link](https://x.com/anyuser/status/2015810210154074175) 2026-01-26T15:33Z [--] followers, [----] engagements "If $ARWR can prove POC in delivery to the CNS the company is worth double its valuation and becomes a legitimate buyout target. Watching target engagement data for SRP-1005 $SRPT" [X Link](https://x.com/anyuser/status/2019203129645101315) 2026-02-05T00:15Z [--] followers, [----] engagements "@DatSalad I picked up a few of the $8 Calls but will wait to see the data before committing more $PEPG" [X Link](https://x.com/jonesallen99138/status/2013659151025475943) 2026-01-20T17:05Z [--] followers, [---] engagements "@DoodadDoctor I wholly agree with your sentiment; however once $SRPT licensed the $ARWR RNAi based drug platform I decided to finally buy stock and call options. My speculation is that Elevidys is a bridge to the better IP and drugs that work. Hopefully split the two once POC with RNAi" [X Link](https://x.com/jonesallen99138/status/2015077244075442548) 2026-01-24T15:00Z [--] followers, [---] engagements "@adamfeuerstein I share your skepticism however I like the $ARWR tech so willing to hold my nose and invest b/c I am in this game to make money" [X Link](https://x.com/jonesallen99138/status/2015078317888508387) 2026-01-24T15:04Z [--] followers, [---] engagements "$IGV call options seem like the most efficient way to play the software AI apocalypse. There seems to be some good action in the May [--] calls. Long $IGV" [X Link](https://x.com/anyuser/status/2019201036511244325) 2026-02-05T00:06Z [--] followers, [---] engagements "Also like $NOW after having seen earnings. Caution about $CRM but will pick up a few shares into earnings" [X Link](https://x.com/anyuser/status/2019201366166814857) 2026-02-05T00:08Z [--] followers, [--] engagements "I mostly do biotech of late in my trading account but $ZS $DDOG $CRM $NOW $APP at 50% discounts to their ATH. Buying shares instead of options b/c why was the premium at these levels" [X Link](https://x.com/anyuser/status/2019793787057291718) 2026-02-06T15:22Z [--] followers, [---] engagements "@RNAiAnalyst If $PEPG shows cumulative 30% splicing correction and safety then things get interesting. Less than that they might have at best a me too drug that will be late to market with the caveat that there are higher doses to test so still could be hopeful" [X Link](https://x.com/jonesallen99138/status/2021974703662039381) 2026-02-12T15:48Z [--] followers, [---] engagements "Congrats to the $CRVS longs. Feb calls at $9 and $10 options were selling for less than a dollar. Risk reward was good for those willing to throw away a few bio bucks. $SLNO generating cash hand over fist but no significant moves in the stock Long March calls" [X Link](https://x.com/anyuser/status/2013636932488544525) 2026-01-20T15:37Z [--] followers, [---] engagements "$SLNO buying back stock and beating estimates quarter after quarter at some point the stock has to move higher. right" [X Link](https://x.com/anyuser/status/2013637184436269145) 2026-01-20T15:38Z [--] followers, [---] engagements "Splicing corrections is analogous to EASI in order to do a quick comparison of competitors. 30% with repeat dosing safety would establish you as the SOC drug. $DYN in the mid 20% with $RNA lower. $PEPG $SRPT have room to improve - long both going into readouts this year" [X Link](https://x.com/anyuser/status/2014737319543074980) 2026-01-23T16:29Z [--] followers, [---] engagements "@tallnfat @semodough Your theory is flawed b/c you are assuming people are perfect rational actors. Fact: a significant portion of the population hates shots children this is especially true. If given the choice between shot or pill people will overwhelming choose a pill" [X Link](https://x.com/jonesallen99138/status/2022279763457417539) 2026-02-13T12:00Z [--] followers, [--] engagements "@tallnfat @semodough The $BBIO pill when approved will quickly be adopted in a real world market scenario. See GLP1 pills as an example" [X Link](https://x.com/jonesallen99138/status/2022281461622022351) 2026-02-13T12:07Z [--] followers, [---] engagements "FEB $35 calls worth a flier on $QURE at $0.35-$0.40. Science dictates a pathway to accelerated approval but when has that even gotten in the way of this version of the FDA" [X Link](https://x.com/anyuser/status/2022049375099531615) 2026-02-12T20:45Z [--] followers, [---] engagements "$NKTR in at [--]. Wanted confirmation of positive data" [X Link](https://x.com/anyuser/status/2021200962128634221) 2026-02-10T12:33Z [--] followers, [---] engagements "I mostly do biotech of late in my trading account but $ZS $DDOG $CRM $NOW $APP at 50% discounts to their ATH. Buying shares instead of options b/c why was the premium at these levels" [X Link](https://x.com/anyuser/status/2019793787057291718) 2026-02-06T15:22Z [--] followers, [---] engagements "If $ARWR can prove POC in delivery to the CNS the company is worth double its valuation and becomes a legitimate buyout target. Watching target engagement data for SRP-1005 $SRPT" [X Link](https://x.com/anyuser/status/2019203129645101315) 2026-02-05T00:15Z [--] followers, [----] engagements "$IGV call options seem like the most efficient way to play the software AI apocalypse. There seems to be some good action in the May [--] calls. Long $IGV" [X Link](https://x.com/anyuser/status/2019201036511244325) 2026-02-05T00:06Z [--] followers, [---] engagements "Also like $NOW after having seen earnings. Caution about $CRM but will pick up a few shares into earnings" [X Link](https://x.com/anyuser/status/2019201366166814857) 2026-02-05T00:08Z [--] followers, [--] engagements "Feb [--] $4 $GOSS call options at $0.40 were worth a flier. Up 50% now so will hold some through binary data" [X Link](https://x.com/anyuser/status/2018795394298421663) 2026-02-03T21:15Z [--] followers, [---] engagements "The premium on the $OCUL call options are to rich for my blood. Even buying shares and buying puts to hedge would be an expensive proposition. I will be sitting on the sidelines and waiting for entry after data. Good luck longs" [X Link](https://x.com/anyuser/status/2015810210154074175) 2026-01-26T15:33Z [--] followers, [----] engagements "Splicing corrections is analogous to EASI in order to do a quick comparison of competitors. 30% with repeat dosing safety would establish you as the SOC drug. $DYN in the mid 20% with $RNA lower. $PEPG $SRPT have room to improve - long both going into readouts this year" [X Link](https://x.com/anyuser/status/2014737319543074980) 2026-01-23T16:29Z [--] followers, [---] engagements "$QURE is an accelerated approval pathway away from being a $100 stock. Should have an answer by next month. Risk-reward in the April calls in 40s looks worth it to me" [X Link](https://x.com/anyuser/status/2014733543306309840) 2026-01-23T16:14Z [--] followers, [----] engagements "Congrats to the $CRVS longs. Feb calls at $9 and $10 options were selling for less than a dollar. Risk reward was good for those willing to throw away a few bio bucks. $SLNO generating cash hand over fist but no significant moves in the stock Long March calls" [X Link](https://x.com/anyuser/status/2013636932488544525) 2026-01-20T15:37Z [--] followers, [---] engagements "$SLNO buying back stock and beating estimates quarter after quarter at some point the stock has to move higher. right" [X Link](https://x.com/anyuser/status/2013637184436269145) 2026-01-20T15:38Z [--] followers, [---] engagements "$PRQR April [----] $2.50 calls look rather cheap. They should have some data by then right I like the risk reward so rotating some of $ARWR call profits into $PRQR calls" [X Link](https://x.com/anyuser/status/2008563589620306031) 2026-01-06T15:37Z [--] followers, [---] engagements "Over promising and under delivering any meaningful has become a pattern $PRQR. Now I know why the options were so cheap. sell most and moving to the sidelines until management delivers something meaningful" [X Link](https://x.com/anyuser/status/2009715420253811074) 2026-01-09T19:54Z [--] followers, [---] engagements "$ARWR Jan [----] $75 calls got down to $0.45 today. I usually don't hold into binary events but worth it at that price" [X Link](https://x.com/anyuser/status/2008283949550776726) 2026-01-05T21:06Z [--] followers, [---] engagements "$ARWR Jan [----] $75 calls. $0.45 to $4. Not a bad return for one day of work" [X Link](https://x.com/anyuser/status/2008565089914548666) 2026-01-06T15:43Z [--] followers, [---] engagements "$SRPT down 81% for the year. Entirely remade their pipeline with drug candidates licensed from $ARWR. Interesting to see how their revamped pipeline fairs next year. long $SRPT" [X Link](https://x.com/anyuser/status/2003508113576722723) 2025-12-23T16:48Z [--] followers, [---] engagements "If you want to hide underwhelming data a week before JPM is probably not the best time to do it $ARWR. So hoping that ARO-INHBE and ARO-ALK7 data delivers b/c semiannual/quarterly shot seems more convenient than a daily pill" [X Link](https://x.com/anyuser/status/2001667282670403936) 2025-12-18T14:54Z [--] followers, [---] engagements "A preclinical RNAi obesity drug platform is worth $1.2B in bio bucks according to $LLY - this deal establishes a floor for valuing $WVE $ARWR clinical RNAi obesity platforms. https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/ https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/" [X Link](https://x.com/anyuser/status/1998479155332264409) 2025-12-09T19:45Z [--] followers, [---] engagements "Looking through the RNAi/editing space and $PRQR on a valuation basis looks compelling. $KRRO is valued where they are b/c they wrongly went with LNP for delivery (need to changing their entire approach to delivery)" [X Link](https://x.com/anyuser/status/1998437844017111544) 2025-12-09T17:01Z [--] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jonesallen99138 jonesallen99138
jonesallen99138 posts on X about $arwr, data, $srpt, $prqr the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -74%
- [--] Month [-----] +150%
Mentions: [--] #
- [--] Week [--] -33%
- [--] Month [--] -7.10%
Followers: [--] #
- [--] Week [--] +5.60%
- [--] Month [--] +111%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands automotive brands
Social topic influence $arwr, data, $srpt #28, $prqr, in the, bc, $dyn, $wve, $lly, $rna
Top accounts mentioned or mentioned by @adamfeuerstein @rnaianalyst @pharmdca @hall8jack @tallnfat @semodough @drsprs @jonesallen234 @statnews @avidresearch @titteridiot1 @singlemalt18 @morganstanley @datsalad @doodaddoctor @bioboyscout
Top assets mentioned Arrowhead Research Corporation (ARWR) Sarepta Therapeutics, Inc. (SRPT) Dyne Therapeutics, Inc. (DYN) Wave Life Sciences Ltd. Ordinary Shares (WVE) Eli Lilly and Company (LLY) Avidity Biosciences, Inc. (RNA) PepGen Inc. (PEPG) Salesforce Inc (CRM) Now Coin (NOW) Soleno Therapeutics, Inc. Common Stock (SLNO) Intellia Therapeutics, Inc (NTLA) uniQure N.V. (QURE) Ocular Therapeutix, Inc. (OCUL) Zscaler Inc (ZS) Datadog Inc (DDOG) AppLovin Corporation (APP) Praxis Precision Medicines, Inc. (PRAX) Lexeo Therapeutics, Inc (LXEO) Alnylam Pharmaceuticals, Inc. (ALNY) Denali Therapeutics Inc. Common Stock (DNLI) Arvinas, Inc (ARVN) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Tesla, Inc. (TSLA) Novo-Nordisk (NVO) Pfizer, Inc. (PFE) Metsera, Inc. (MTSR) SPDR S&P [---] ETF Trust (SPY) NVIDIA Corp. (NVDA) Morgan Stanley (MS) BridgeBio Pharma, Inc. Common Stock (BBIO)
Top Social Posts
Top posts by engagements in the last [--] hours
"12 month splicing data definitely improved. The valuation gap between $RNA and $DYN accelerated b/c of six month data. That should narrow. strong but $DYN"
X Link 2025-10-15T11:20Z [--] followers, [--] engagements
"Strong buy $DYN (stupid autocorrect)"
X Link 2025-10-15T13:56Z [--] followers, [--] engagements
"Selling $PRAX with a modest gain. Long $DYN $LXEO and $ALEC"
X Link 2025-10-20T14:30Z [--] followers, [--] engagements
"@adamfeuerstein Thanks Adam I followed your caveat about liver tox with $NTLA and passed on the company. May not hear this often from biotwitter folks but keep doing the good reporting"
X Link 2025-10-27T11:42Z [--] followers, [---] engagements
"@drsprs @RNAiAnalyst $ALNY already has an effective treatment on the market. That is part of the reason for the sell off on $NTLA liver tox news"
X Link 2025-10-27T22:19Z [--] followers, [---] engagements
"$WVE data looks good but early. Added more shares when stock was in the red this morning. Also long $ARWR b/c they have INHBE program"
X Link 2025-10-29T16:31Z [--] followers, [---] engagements
"LRRK2 inhibitors are an interesting target in Parkinson's $DNLI $ARVN Neuron23. Long $DNLI with a few lottery calls. Data should be out first half next year"
X Link 2025-11-02T16:20Z [--] followers, [---] engagements
"I am formally @jonesallen234 now it's official $SRPT drugs a barely better than a placebo. Can we finally stop wasting money and move on to something that might be far more effective $ARWR $DYN $RNA"
X Link 2025-11-04T12:45Z [--] followers, [---] engagements
"Might pick up a few $SRPT calls b/c I like $ARWR platform and $SRPT can use legacy dollars to fund"
X Link 2025-11-04T12:50Z [--] followers, [---] engagements
"Regulators come and go but the data supports their drugs work $BHVN $QURE. I am willing to buy the shares and wait unfortunately patients may not have that luxury"
X Link 2025-11-05T16:34Z [--] followers, [---] engagements
"I think I am good with cash and short term bonds as a primary investment going forward. 1T dollar pay package to a $TSLA CEO touting the golden age of robots (this market has completely jumped the shark)"
X Link 2025-11-07T15:54Z [--] followers, [--] engagements
"@adamfeuerstein @statnews Was $NVO trying to Peter Rabbit $PFE into overbidding for $MTSR knowing that RNA may be the actual path to annual obesity shots. see $WVE data $NVO has been buying up siRNA companies"
X Link 2025-11-08T12:35Z [--] followers, [---] engagements
"@adamfeuerstein True. But there are also a lot of $50 to $5 $KRRO $NTLA. Also biotech"
X Link 2025-11-14T12:45Z [--] followers, [---] engagements
"@Pharmdca Don't fight the fed. If market data does not warrant further cuts valuations cannot continue to rise. This is not a panic but a readjusting given the outlook of where interest rates are going"
X Link 2025-11-20T17:57Z [--] followers, [--] engagements
"Let's coin a phrase the economic line of demarcation. It is the point at which you have accumulated enough wealth that barring stupid choices you simply become more wealthy through the inertia of our economic system that favors capital. $QQQ $SPY $NVDA"
X Link 2025-11-20T20:45Z [--] followers, [--] engagements
"A drug platform that can effectively target diseases like DMI is worth $11B $RNA. If $SRPT DMI data is positive $ARWR is way undervalued especially given it's deep pipeline of other drugs. Long $ARWR $WVE and $PRQR"
X Link 2025-11-24T15:10Z [--] followers, [---] engagements
"@avidresearch $LLY must have liked what they saw from an $ARWR type approach. Don't think anyone caught the significance of this deal until now. https://www.fiercebiotech.com/biotech/lilly-pens-12b-pact-sanegene-better-target-metabolic-rna-meds https://www.fiercebiotech.com/biotech/lilly-pens-12b-pact-sanegene-better-target-metabolic-rna-meds"
X Link 2025-11-26T18:52Z [--] followers, [---] engagements
"@Hall8Jack @titteridiot1 @Singlemalt_18 @MorganStanley Yes. especially since $LLY did this deal two weeks ago. $ARWR https://www.fiercebiotech.com/biotech/lilly-pens-12b-pact-sanegene-better-target-metabolic-rna-meds https://www.fiercebiotech.com/biotech/lilly-pens-12b-pact-sanegene-better-target-metabolic-rna-meds"
X Link 2025-11-26T19:02Z [--] followers, [---] engagements
"@Pharmdca If you could choose between a delay oral pill or a bi-annual/annual injection which do you think a majority of patients would choose"
X Link 2025-12-09T15:57Z [--] followers, [---] engagements
"Looking through the RNAi/editing space and $PRQR on a valuation basis looks compelling. $KRRO is valued where they are b/c they wrongly went with LNP for delivery (need to changing their entire approach to delivery)"
X Link 2025-12-09T17:01Z [--] followers, [----] engagements
"A preclinical RNAi obesity drug platform is worth $1.2B in bio bucks according to $LLY - this deal establishes a floor for valuing $WVE $ARWR clinical RNAi obesity platforms. https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/ https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/"
X Link 2025-12-09T19:45Z [--] followers, [---] engagements
"@RNAiAnalyst Also add that $LLY Retatrutide 18% discontinuation rate (will be much higher in real world setting) leaves a gapping whole for $ARWR $WVE to fill. Additionally a drug that maintains weight loss is probably more valuable at this point but that is a longer term study"
X Link 2025-12-11T16:30Z [--] followers, [---] engagements
"If you want to hide underwhelming data a week before JPM is probably not the best time to do it $ARWR. So hoping that ARO-INHBE and ARO-ALK7 data delivers b/c semiannual/quarterly shot seems more convenient than a daily pill"
X Link 2025-12-18T14:54Z [--] followers, [---] engagements
"$SRPT down 81% for the year. Entirely remade their pipeline with drug candidates licensed from $ARWR. Interesting to see how their revamped pipeline fairs next year. long $SRPT"
X Link 2025-12-23T16:48Z [--] followers, [---] engagements
"@RNAiAnalyst The absence of buyers on Wednesday made picking up cheap April [----] calls easy $PRQR. $2.50 strike priced at $0.40"
X Link 2025-12-26T14:55Z [--] followers, [---] engagements
"$ARWR Jan [----] $75 calls got down to $0.45 today. I usually don't hold into binary events but worth it at that price"
X Link 2026-01-05T21:06Z [--] followers, [---] engagements
"@RNAiAnalyst $ARWR Jan [----] $75 calls traded down to $0.45. I took a flier on a few at that price"
X Link 2026-01-05T21:09Z [--] followers, [---] engagements
"$PRQR April [----] $2.50 calls look rather cheap. They should have some data by then right I like the risk reward so rotating some of $ARWR call profits into $PRQR calls"
X Link 2026-01-06T15:37Z [--] followers, [---] engagements
"$ARWR Jan [----] $75 calls. $0.45 to $4. Not a bad return for one day of work"
X Link 2026-01-06T15:43Z [--] followers, [---] engagements
"@adamfeuerstein Creating protective variants regardless of a person's innate biology. I think when $LLY is willing to spend 1.2B bio bucks on the preclinical Chinese $ARWR equivalent the answer is a definite yes. https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/ https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/"
X Link 2026-01-06T19:29Z [--] followers, [---] engagements
"Over promising and under delivering any meaningful has become a pattern $PRQR. Now I know why the options were so cheap. sell most and moving to the sidelines until management delivers something meaningful"
X Link 2026-01-09T19:54Z [--] followers, [---] engagements
"The premium on the $OCUL call options are to rich for my blood. Even buying shares and buying puts to hedge would be an expensive proposition. I will be sitting on the sidelines and waiting for entry after data. Good luck longs"
X Link 2026-01-26T15:33Z [--] followers, [----] engagements
"If $ARWR can prove POC in delivery to the CNS the company is worth double its valuation and becomes a legitimate buyout target. Watching target engagement data for SRP-1005 $SRPT"
X Link 2026-02-05T00:15Z [--] followers, [----] engagements
"@DatSalad I picked up a few of the $8 Calls but will wait to see the data before committing more $PEPG"
X Link 2026-01-20T17:05Z [--] followers, [---] engagements
"@DoodadDoctor I wholly agree with your sentiment; however once $SRPT licensed the $ARWR RNAi based drug platform I decided to finally buy stock and call options. My speculation is that Elevidys is a bridge to the better IP and drugs that work. Hopefully split the two once POC with RNAi"
X Link 2026-01-24T15:00Z [--] followers, [---] engagements
"@adamfeuerstein I share your skepticism however I like the $ARWR tech so willing to hold my nose and invest b/c I am in this game to make money"
X Link 2026-01-24T15:04Z [--] followers, [---] engagements
"$IGV call options seem like the most efficient way to play the software AI apocalypse. There seems to be some good action in the May [--] calls. Long $IGV"
X Link 2026-02-05T00:06Z [--] followers, [---] engagements
"Also like $NOW after having seen earnings. Caution about $CRM but will pick up a few shares into earnings"
X Link 2026-02-05T00:08Z [--] followers, [--] engagements
"I mostly do biotech of late in my trading account but $ZS $DDOG $CRM $NOW $APP at 50% discounts to their ATH. Buying shares instead of options b/c why was the premium at these levels"
X Link 2026-02-06T15:22Z [--] followers, [---] engagements
"@RNAiAnalyst If $PEPG shows cumulative 30% splicing correction and safety then things get interesting. Less than that they might have at best a me too drug that will be late to market with the caveat that there are higher doses to test so still could be hopeful"
X Link 2026-02-12T15:48Z [--] followers, [---] engagements
"Congrats to the $CRVS longs. Feb calls at $9 and $10 options were selling for less than a dollar. Risk reward was good for those willing to throw away a few bio bucks. $SLNO generating cash hand over fist but no significant moves in the stock Long March calls"
X Link 2026-01-20T15:37Z [--] followers, [---] engagements
"$SLNO buying back stock and beating estimates quarter after quarter at some point the stock has to move higher. right"
X Link 2026-01-20T15:38Z [--] followers, [---] engagements
"Splicing corrections is analogous to EASI in order to do a quick comparison of competitors. 30% with repeat dosing safety would establish you as the SOC drug. $DYN in the mid 20% with $RNA lower. $PEPG $SRPT have room to improve - long both going into readouts this year"
X Link 2026-01-23T16:29Z [--] followers, [---] engagements
"@tallnfat @semodough Your theory is flawed b/c you are assuming people are perfect rational actors. Fact: a significant portion of the population hates shots children this is especially true. If given the choice between shot or pill people will overwhelming choose a pill"
X Link 2026-02-13T12:00Z [--] followers, [--] engagements
"@tallnfat @semodough The $BBIO pill when approved will quickly be adopted in a real world market scenario. See GLP1 pills as an example"
X Link 2026-02-13T12:07Z [--] followers, [---] engagements
"FEB $35 calls worth a flier on $QURE at $0.35-$0.40. Science dictates a pathway to accelerated approval but when has that even gotten in the way of this version of the FDA"
X Link 2026-02-12T20:45Z [--] followers, [---] engagements
"$NKTR in at [--]. Wanted confirmation of positive data"
X Link 2026-02-10T12:33Z [--] followers, [---] engagements
"I mostly do biotech of late in my trading account but $ZS $DDOG $CRM $NOW $APP at 50% discounts to their ATH. Buying shares instead of options b/c why was the premium at these levels"
X Link 2026-02-06T15:22Z [--] followers, [---] engagements
"If $ARWR can prove POC in delivery to the CNS the company is worth double its valuation and becomes a legitimate buyout target. Watching target engagement data for SRP-1005 $SRPT"
X Link 2026-02-05T00:15Z [--] followers, [----] engagements
"$IGV call options seem like the most efficient way to play the software AI apocalypse. There seems to be some good action in the May [--] calls. Long $IGV"
X Link 2026-02-05T00:06Z [--] followers, [---] engagements
"Also like $NOW after having seen earnings. Caution about $CRM but will pick up a few shares into earnings"
X Link 2026-02-05T00:08Z [--] followers, [--] engagements
"Feb [--] $4 $GOSS call options at $0.40 were worth a flier. Up 50% now so will hold some through binary data"
X Link 2026-02-03T21:15Z [--] followers, [---] engagements
"The premium on the $OCUL call options are to rich for my blood. Even buying shares and buying puts to hedge would be an expensive proposition. I will be sitting on the sidelines and waiting for entry after data. Good luck longs"
X Link 2026-01-26T15:33Z [--] followers, [----] engagements
"Splicing corrections is analogous to EASI in order to do a quick comparison of competitors. 30% with repeat dosing safety would establish you as the SOC drug. $DYN in the mid 20% with $RNA lower. $PEPG $SRPT have room to improve - long both going into readouts this year"
X Link 2026-01-23T16:29Z [--] followers, [---] engagements
"$QURE is an accelerated approval pathway away from being a $100 stock. Should have an answer by next month. Risk-reward in the April calls in 40s looks worth it to me"
X Link 2026-01-23T16:14Z [--] followers, [----] engagements
"Congrats to the $CRVS longs. Feb calls at $9 and $10 options were selling for less than a dollar. Risk reward was good for those willing to throw away a few bio bucks. $SLNO generating cash hand over fist but no significant moves in the stock Long March calls"
X Link 2026-01-20T15:37Z [--] followers, [---] engagements
"$SLNO buying back stock and beating estimates quarter after quarter at some point the stock has to move higher. right"
X Link 2026-01-20T15:38Z [--] followers, [---] engagements
"$PRQR April [----] $2.50 calls look rather cheap. They should have some data by then right I like the risk reward so rotating some of $ARWR call profits into $PRQR calls"
X Link 2026-01-06T15:37Z [--] followers, [---] engagements
"Over promising and under delivering any meaningful has become a pattern $PRQR. Now I know why the options were so cheap. sell most and moving to the sidelines until management delivers something meaningful"
X Link 2026-01-09T19:54Z [--] followers, [---] engagements
"$ARWR Jan [----] $75 calls got down to $0.45 today. I usually don't hold into binary events but worth it at that price"
X Link 2026-01-05T21:06Z [--] followers, [---] engagements
"$ARWR Jan [----] $75 calls. $0.45 to $4. Not a bad return for one day of work"
X Link 2026-01-06T15:43Z [--] followers, [---] engagements
"$SRPT down 81% for the year. Entirely remade their pipeline with drug candidates licensed from $ARWR. Interesting to see how their revamped pipeline fairs next year. long $SRPT"
X Link 2025-12-23T16:48Z [--] followers, [---] engagements
"If you want to hide underwhelming data a week before JPM is probably not the best time to do it $ARWR. So hoping that ARO-INHBE and ARO-ALK7 data delivers b/c semiannual/quarterly shot seems more convenient than a daily pill"
X Link 2025-12-18T14:54Z [--] followers, [---] engagements
"A preclinical RNAi obesity drug platform is worth $1.2B in bio bucks according to $LLY - this deal establishes a floor for valuing $WVE $ARWR clinical RNAi obesity platforms. https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/ https://www.sanegenebio.com/sanegenebio-announces-rnai-licensing-and-research-collaboration-with-lilly/"
X Link 2025-12-09T19:45Z [--] followers, [---] engagements
"Looking through the RNAi/editing space and $PRQR on a valuation basis looks compelling. $KRRO is valued where they are b/c they wrongly went with LNP for delivery (need to changing their entire approach to delivery)"
X Link 2025-12-09T17:01Z [--] followers, [----] engagements
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