# ![@lucentionllc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1979937916060401664.png) @lucentionllc Lucent Ion LLC 🧬

Lucent Ion LLC 🧬 posts on X about $krys, $gh, health, in the the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1979937916060401664/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1979937916060401664/c:line/m:interactions.svg)

- [--] Week [--] -97%
- [--] Month [-----] +80%

### Mentions: [--] [#](/creator/twitter::1979937916060401664/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1979937916060401664/c:line/m:posts_active.svg)

- [--] Month [--] -38%

### Followers: [--] [#](/creator/twitter::1979937916060401664/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1979937916060401664/c:line/m:followers.svg)

- [--] Week [--] +5.60%
- [--] Month [--] +280%

### CreatorRank: undefined [#](/creator/twitter::1979937916060401664/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1979937916060401664/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies)  [financial services](/list/financial-services)  [social networks](/list/social-networks) 

**Social topic influence**
[$krys](/topic/$krys), [$gh](/topic/$gh) #21, [health](/topic/health), [in the](/topic/in-the), [$iova](/topic/$iova), [ion](/topic/ion), [hope](/topic/hope), [core](/topic/core), [target](/topic/target), [growth](/topic/growth)

**Top accounts mentioned or mentioned by**
[@monacobiotech](/creator/undefined) [@jy201506](/creator/undefined) [@andreagtc](/creator/undefined)

**Top assets mentioned**
[Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$KRYS reports Q3 [----] earnings. Our quick take: - Vyjuvek revenues $97.8M (vs. consensus of $93.2M) - Gross margins: 96% () - EPS (GAAP) diluted: $2.66 (vs. consensus of $1.09) Nice quarter. From what we can tell at first glance the large EPS beat was helped by an income tax benefit of $31.4M. But even without it EPS would have beat. Will listen for more on this on the cc. More important is the Vyjuvek outlook for Q4 and beyond"  
[X Link](https://x.com/lucentionllc/status/1985324532178309323)  2025-11-03T12:33Z [--] followers, [---] engagements


"FY [----] expense guidance (non-GAAP) narrowed & decreased to $145-155M (vs. $150-175M previously)"  
[X Link](https://x.com/lucentionllc/status/1985329596548739524)  2025-11-03T12:53Z [--] followers, [--] engagements


"We publish our take on $KRYS Q3 [----] earnings report here: https://open.substack.com/pub/lucentionllc/p/q3-2025-digest-krystal-biotech-krysr=6nh562&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/lucentionllc/p/q3-2025-digest-krystal-biotech-krysr=6nh562&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/lucentionllc/status/1985468160343228920)  2025-11-03T22:04Z [--] followers, [---] engagements


"$KRYS going strong today 💪 Read about why we like it as a core holding here: We do a deep-dive on $KRYS provided in the link below and we walk through why we like it as a core holding. We'll continue to follow this fascinating company https://t.co/97StrrpK7j https://t.co/fu9Q2vqbO8 We do a deep-dive on $KRYS provided in the link below and we walk through why we like it as a core holding. We'll continue to follow this fascinating company https://t.co/97StrrpK7j https://t.co/fu9Q2vqbO8"  
[X Link](https://x.com/lucentionllc/status/1985739525080117513)  2025-11-04T16:02Z [--] followers, [---] engagements


"Intriguing NSCLC data. mDOR that is not reached is notable & differentiating vs. SOC and other agents in this indication. Pt #31 with the durable CR out to [--] mo is especially compelling. Also worth pointing out: IOVA used an updated regimen of reduced NMA-LD for IOV-LUN-202 to improved safety without compromising efficacy. It showed a reduction of median post-IL-2 hospitalization days by half and lower incidence and shorter time to resolution of cytopenias. This is a step in the right direction in easing the administration burden of TIL therapy. $IOVA (NP)"  
[X Link](https://x.com/lucentionllc/status/1986837923459911875)  2025-11-07T16:47Z [--] followers, [--] engagements


"The Federal Reserve ends Quantitative Tightening today holding its balance sheet at $6.57T. https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm"  
[X Link](https://x.com/lucentionllc/status/1995512180951949539)  2025-12-01T15:15Z [--] followers, [--] engagements


"Some key points from $KRYS presentation at Evercore HC conference: Vyjuvek in DEB: - In a strong place - US label revision should be tailwind to compliance - Already seeing an uptick in reimbursement approvals with the addition of newer reps - Annual vial consumption to be 26-30 vials at steady-state - Dont expect to reach steady-state over the next 12-mo - KRYS has conviction around total prevalence of 3k for DEB in the US vs. current target of [----] identified patients Ex-US opportunity for Vyjuvek: - Strong pricing in Japan should be read-thru to favorable EU pricing - Believes in general"  
[X Link](https://x.com/lucentionllc/status/1996294716913328183)  2025-12-03T19:05Z [--] followers, [---] engagements


"Remarkable 🤩 We might actually defeat HIV in just one generation Lenacapavir is almost 100% effective at preventing HIV and all it takes is two shots a year that activists negotiated a $40/year generic deal for people to obtain. New HIV cases might just end https://t.co/qwWhPKqoMH We might actually defeat HIV in just one generation Lenacapavir is almost 100% effective at preventing HIV and all it takes is two shots a year that activists negotiated a $40/year generic deal for people to obtain. New HIV cases might just end https://t.co/qwWhPKqoMH"  
[X Link](https://x.com/lucentionllc/status/1996302000917749902)  2025-12-03T19:34Z [--] followers, [---] engagements


"$ABEO adds new qualified treatment center in Texas to administer Zevaskyn to treat RDEB https://investors.abeonatherapeutics.com/press-releases/detail/331/abeona-therapeutics-announces-new-qualified-treatment https://investors.abeonatherapeutics.com/press-releases/detail/331/abeona-therapeutics-announces-new-qualified-treatment"  
[X Link](https://x.com/lucentionllc/status/1999117541978079593)  2025-12-11T14:02Z [--] followers, [---] engagements


"$KRYS has climbed to $6.5B EV 🤩 We published our deep dive on $KRYS in October. While the stock could have climbed for a whole host of reasons (including the sector doing well as a whole) we hope our deep dive still provided some value. If you any of you found it to be helpful please follow us for future updates & deep dives We appreciate your support. Happy holidays to everyone🎄🥳🥂 We do a deep-dive on $KRYS provided in the link below and we walk through why we like it as a core holding. We'll continue to follow this fascinating company https://t.co/97StrrpK7j https://t.co/fu9Q2vqbO8 We"  
[X Link](https://x.com/lucentionllc/status/2003964776649839002)  2025-12-24T23:03Z [--] followers, [---] engagements


"Were long-term investors and so we try our best not to over-trade. That said we have trimmed our position near our price target (PT) of $245 but still hold a core position for the long-term. Our philosophy is wed rather hold most of our position through volatility after this run-up than miss out the potential for say an acquisition or a further melt-up which are unpredictable. If volatility returns we instead like to use those opportunities to redeploy our capital in our core names. https://twitter.com/i/web/status/2005714938522910904 https://twitter.com/i/web/status/2005714938522910904"  
[X Link](https://x.com/lucentionllc/status/2005714938522910904)  2025-12-29T18:58Z [--] followers, [--] engagements


"Krystal Biotech to Present at 44th Annual J.P. Morgan Healthcare Conference Krystal Biotech Inc. https://ir.krystalbio.com/news-releases/news-release-details/krystal-biotech-present-44th-annual-jp-morgan-healthcare https://ir.krystalbio.com/news-releases/news-release-details/krystal-biotech-present-44th-annual-jp-morgan-healthcare"  
[X Link](https://x.com/lucentionllc/status/2008168123351118000)  2026-01-05T13:26Z [--] followers, [---] engagements


"🩸GuardantHealth ($GH) is a complex and multi-faceted story and one that we like. We've written a deep dive on $GH and what we see as key drivers for 2026+: ✅Continued Reveal growth for MRD monitoring in the adjuvant setting; ✅Shield growth in colorectal cancer (CRC) screening; ✅Guardant360 growth (CDx to $AZN's camizestrant) as part of a proactive treatment strategy for ESR1-mutated breast cancer. Feel free to read & comment Deep dives for each of these drivers are planned in the coming weeks. $GH (L) PT $150 📈"  
[X Link](https://x.com/lucentionllc/status/2008548395275739185)  2026-01-06T14:37Z [--] followers, [---] engagements


"$KRYS announcing interim clinical update from Ph1 CORAL-1 study evaluating KB407 for CF tomorrow at 1:30pm PT / 4:30pm ET. To briefly recap previous commentary (3Q25 earnings): - Interim update will be from highest dose cohort with bronchoscopy data - Focus will be on molecular correction expression of full-length CFTR by immunofluorescence - Data should be from at least [--] null patients - Given that null patients don't produce any CFTR just 5-10% expression ought to be sufficient - Study should allow them to move to repeat dosing study allowing for assessment of functionality including"  
[X Link](https://x.com/lucentionllc/status/2009029442719642099)  2026-01-07T22:28Z [--] followers, [---] engagements


"$GH Guardant Healths Shield Blood Test for Colorectal Cancer Screening Now Available for U.S. Military Members and Families https://investors.guardanthealth.com/press-releases/press-releases/2026/Guardant-Healths-Shield-Blood-Test-for-Colorectal-Cancer-Screening-Now-Available-for-U-S--Military-Members-and-Families/default.aspx https://investors.guardanthealth.com/press-releases/press-releases/2026/Guardant-Healths-Shield-Blood-Test-for-Colorectal-Cancer-Screening-Now-Available-for-U-S--Military-Members-and-Families/default.aspx"  
[X Link](https://x.com/lucentionllc/status/2009253409270964648)  2026-01-08T13:18Z [--] followers, [--] engagements


"$KRYS We think the KB407 expression data of 29-42% is highly encouraging for the investigated patients with CF in CORAL-1 above their previously shared guidance of 5-10% FEV1 measuring lung function continues to be the standard for regulatory approval as established by the modulators We hope to see potential FEV1 data from the repeat dosing study (CORAL-3) sometime towards YE [----] or early [----] (our estimate) to delineate clinical benefit Given Orkambi experience FEV1 benefit doesn't have to be large to get approved. We hope to see +4-5% improvement from KB407 More thoughts in our newsletter"  
[X Link](https://x.com/lucentionllc/status/2009715645504704955)  2026-01-09T19:55Z [--] followers, [---] engagements


"JPM Healthcare conference kicks off tomorrow Here is the schedule of presentations in our universe to-date: - $KRYS - Mon Jan [--] at 7:30am PT / 10:30am ET - $GH - Mon Jan [--] at 3:45pm PT / 6:45pm ET"  
[X Link](https://x.com/lucentionllc/status/2010384615429509189)  2026-01-11T16:13Z [--] followers, [---] engagements


"@monaco_biotech Congrats 🎉"  
[X Link](https://x.com/lucentionllc/status/2011567775161204815)  2026-01-14T22:35Z [--] followers, [--] engagements


"We elaborate on our takes on $GH updates at the J.P. Morgan Healthcare conference here: https://open.substack.com/pub/lucentionllc/p/2026-jp-morgan-healthcare-conferenceutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/lucentionllc/p/2026-jp-morgan-healthcare-conferenceutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/lucentionllc/status/2011872649773973742)  2026-01-15T18:46Z [--] followers, [---] engagements


"Here are a few excerpts from UBS note on $IOVA (Neutral) from #jpmhc26 : IOVA reiterated FY25 guidance of $250-300M - Mgmt saw improved Amtagvi demand in Q4 along with growth in ATC activations. - Community ATC activation ongoing but likely modest contribution to 4Q rev. - .We could see more meaningful uptick in 2H26 as more community sites come onboard. - "Mgmt sees potential for growth in headroom/hospital beds at large academic ATCs." (by moving CAR-T's to outpatient) - Uptick in Proleukin sales expected in 4Q ($16-17M range) - Mgmt expects margins to continue to grow with in-house mfr-ing"  
[X Link](https://x.com/lucentionllc/status/2011910001439445159)  2026-01-15T21:14Z [--] followers, [----] engagements


"$IOVA is a tough one. Let me lay out how we think about it (as always never investment advice just our opinion): - First were believers of TIL therapy & recognize its therapeutic value. It has a unique MOA which gives TIL therapy the potential for long durable responses. TIL therapy earlier in the patients tx journey can lead to even better results - In metastatic melanoma esp in 2L+ where there are few options for pts ORR 30%+ and CR 6% w/ potentially long durability is nothing to sneeze at - it is life-changing for some pts. - Were also very encouraged by the 2L+ NSCLC data where we saw 1"  
[X Link](https://x.com/lucentionllc/status/2012221073375568088)  2026-01-16T17:51Z [--] followers, [----] engagements


"@jy201506 Agree - IOV-3001 is of great interest to us if it can help $IOVA remove the high-dose IL-2 requirement for TIL a significant constraint in our view"  
[X Link](https://x.com/lucentionllc/status/2012954437036257536)  2026-01-18T18:25Z [--] followers, [---] engagements


"$GH Guardant Health Announces Multi-Year Strategic Collaboration Agreement with Merck to Develop Companion Diagnostics and Commercialize New Cancer Therapies Using Guardant Infinity Smart Platform https://investors.guardanthealth.com/press-releases/press-releases/2026/Guardant-Health-Announces-Multi-Year-Strategic-Collaboration-Agreement-with-Merck-to-Develop-Companion-Diagnostics-and-Commercialize-New-Cancer-Therapies-Using-Guardant-Infinity-Smart-Platform/default.aspx"  
[X Link](https://x.com/lucentionllc/status/2013265202372829656)  2026-01-19T15:00Z [--] followers, [---] engagements


"$GH Guardant Health Receives FDA Approval for Guardant360 CDx as Companion Diagnostic for BRAFTOVI (encorafenib) Combination in Patients with BRAF V600E-Mutant Metastatic Colorectal Cancer https://investors.guardanthealth.com/press-releases/press-releases/2026/Guardant-Health-Receives-FDA-Approval-for-Guardant360-CDx-as-Companion-Diagnostic-for-BRAFTOVI-encorafenib-Combination-in-Patients-with-BRAF-V600E-Mutant-Metastatic-Colorectal-Cancer/default.aspx"  
[X Link](https://x.com/lucentionllc/status/2014348601389113519)  2026-01-22T14:45Z [--] followers, [---] engagements


"@Andre_AGTC Also without the typical patent cliff that small molecules have A biosimilar/generic to Vyjuvek would be really challenging in our view which justifies a terminal value. We also like $KRYS"  
[X Link](https://x.com/lucentionllc/status/2011221797627445636)  2026-01-13T23:40Z [--] followers, [---] engagements


"We elaborate on our thoughts on $KRYS from the J.P. Morgan Healthcare conference below: https://open.substack.com/pub/lucentionllc/p/2026-jp-morgan-healthcare-conferenceutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/lucentionllc/p/2026-jp-morgan-healthcare-conferenceutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/lucentionllc/status/2011872010465656923)  2026-01-15T18:44Z [--] followers, [---] engagements


"🩸We publish Part [--] (of 4) of our Guardant Health ($GH) review series on their Reveal assay for MRD monitoring in the adjuvant & surveillance settings. We believe: - In the transformative potential of ctDNA as a biomarker for MRD in refining adjuvant treatment decisions & for surveillance monitoring; - Coverage & access for liquid biopsies are improving; - NTRA and GH can both be winners in this market; - GH should launch its own tumor-informed assay with very high sensitivity Reveal Ultra in [----]. $GH (L); $NTRA (L)"  
[X Link](https://x.com/lucentionllc/status/2014045551718027602)  2026-01-21T18:40Z [--] followers, [---] engagements


"$KRYS BofA Securities Adjusts Price Target on Krystal Biotech to $318 From $288 Maintains Buy Rating https://www.marketscreener.com/news/bofa-securities-adjusts-price-target-on-krystal-biotech-to-318-from-288-maintains-buy-rating-ce7e58d3d88ff625utm_source=copy&utm_medium=social&utm_campaign=share https://www.marketscreener.com/news/bofa-securities-adjusts-price-target-on-krystal-biotech-to-318-from-288-maintains-buy-rating-ce7e58d3d88ff625utm_source=copy&utm_medium=social&utm_campaign=share"  
[X Link](https://x.com/lucentionllc/status/2014478830065615100)  2026-01-22T23:22Z [--] followers, [---] engagements


"🩸We publish Part [--] (of 4) of our Guardant Health ($GH) review series on Shield assay for colorectal cancer (CRC) screening. The Big Picture (TL;DR): - Colorectal cancer (CRC) is common deadly and often preventable if caught early. - Too many people avoid screening especially colonoscopies. - Were seeing a sharp rise in CRC incidence in younger populations - Guardant Healths Shield is a new blood test that screens for colorectal cancer. - Its not as perfect as a colonoscopy (gold standard) but its much easier so more people can actually do it. - So Shield could become a very big business"  
[X Link](https://x.com/lucentionllc/status/2016200197974745332)  2026-01-27T17:22Z [--] followers, [---] engagements


"🩸We publish Part [--] (of 4) of our Guardant Health ($GH) review series on Guardant360 as part of a proactive treatment strategy for ESR1-mutated breast cancer. The Big Picture (TL;DR): - As shown by AstraZenecas SERENA-6 clinical trial GHs blood test Guardant360 can be used to proactively to spot a common resistance mutation (ESR1) in advanced breast cancer before scans show that the cancer is getting worse - This would allow patients to switch to more effective treatments earlier and potentially improve outcomes - Thus blood testing with Guardant360 could shift breast cancer care from"  
[X Link](https://x.com/lucentionllc/status/2017284782057742659)  2026-01-30T17:12Z [--] followers, [--] engagements


"$GH Announces Preliminary Q4 and FY [----] Results Q4 revenue at $280M growing by 39% y/y driven by oncology and screening revenue Shield screening volume at 38k tests for Q4 (+58% q/q) GH is annualizing at $1B in revenue 🤩 https://investors.guardanthealth.com/press-releases/press-releases/2026/Guardant-Health-Announces-Preliminary-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx https://investors.guardanthealth.com/press-releases/press-releases/2026/Guardant-Health-Announces-Preliminary-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx"  
[X Link](https://x.com/lucentionllc/status/2010510774259888157)  2026-01-12T00:34Z [--] followers, [---] engagements


"(Q4 revs comes in above consensus of $268M)"  
[X Link](https://x.com/lucentionllc/status/2010531222410428458)  2026-01-12T01:56Z [--] followers, [---] engagements


"$KRYS Provides Business Update at 44th Annual J.P. Morgan Healthcare Conference: KRYS pre-announces preliminary Q4 Vyjuvek revenues of $106-107M (+9% q/q using the mid-point). Vyjuvek annualizing at $426M🤩 One of their [----] objectives is to launch Vyjuvek in at least [--] more major EU market and expand specialty distributor network to cover [--] countries KRYS is accelerating and expanding clinical development efforts in: - KB803 for ocular complications of DEB - KB801 for neurotrophic keratitis (NK) - KB407 for cystic fibrosis (CF) - KB111 for Hailey-Hailey disease (HHD)"  
[X Link](https://x.com/lucentionllc/status/2010416417070526926)  2026-01-11T18:20Z [--] followers, [---] engagements


"$GH Guardant Health gets FDA nod to expand use of blood test for colon cancer https://www.fiercebiotech.com/medtech/guardant-health-gets-fda-nod-expand-use-blood-test-colon-cancer https://www.fiercebiotech.com/medtech/guardant-health-gets-fda-nod-expand-use-blood-test-colon-cancer"  
[X Link](https://x.com/lucentionllc/status/2015909794650149315)  2026-01-26T22:08Z [--] followers, [---] engagements


"$GH Buy-rated Guardant Health (GH) remains UBS' top pick overall in emerging growth followed by Natera (NTRA). Both (L)"  
[X Link](https://x.com/lucentionllc/status/2017252947659473363)  2026-01-30T15:05Z [--] followers, [--] engagements


"$GH Largest Published Study of Molecular Residual Disease (MRD) in Stage III Colon Cancer Shows Guardant Reveal Blood Test More Precisely Identifies Risk of Recurrence After Surgery to Support Timely Treatment Decisions https://investors.guardanthealth.com/press-releases/press-releases/2026/Largest-Published-Study-of-Molecular-Residual-Disease-MRD-in-Stage-III-Colon-Cancer-Shows-Guardant-Reveal-Blood-Test-More-Precisely-Identifies-Risk-of-Recurrence-After-Surgery-to-Support-Timely-Treatment-Decisions/default.aspx"  
[X Link](https://x.com/lucentionllc/status/2018330188296376820)  2026-02-02T14:26Z [--] followers, [--] engagements

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