# ![@masonat7 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1104496872486391808.png) @masonat7 Mason

Mason posts on X about $nams, $tern, in the, $nvs the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1104496872486391808/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1104496872486391808/c:line/m:interactions.svg)

- [--] Week [---] -45%
- [--] Month [-----] +93%
- [--] Months [------] +109%
- [--] Year [------] +467%

### Mentions: [--] [#](/creator/twitter::1104496872486391808/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1104496872486391808/c:line/m:posts_active.svg)

- [--] Months [--] +88%
- [--] Year [--] +140%

### Followers: [---] [#](/creator/twitter::1104496872486391808/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1104496872486391808/c:line/m:followers.svg)

- [--] Week [---] +1.90%
- [--] Month [---] +10%
- [--] Months [---] +163%
- [--] Year [---] +671%

### CreatorRank: undefined [#](/creator/twitter::1104496872486391808/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1104496872486391808/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[$nams](/topic/$nams), [$tern](/topic/$tern), [in the](/topic/in-the), [$nvs](/topic/$nvs), [data](/topic/data), [$nktr](/topic/$nktr), [just a](/topic/just-a), [$fro](/topic/$fro), [for the](/topic/for-the), [$lly](/topic/$lly)

**Top accounts mentioned or mentioned by**
[@seedy19tron](/creator/undefined) [@financebully](/creator/undefined) [@plainyogurt21](/creator/undefined) [@rezfszubagoly](/creator/undefined) [@dobssi](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@bowtiedbiotech](/creator/undefined) [@rohitsjhawar](/creator/undefined) [@amaymd](/creator/undefined) [@epickram](/creator/undefined) [@nejm](/creator/undefined) [@usmnt](/creator/undefined) [@managertactical](/creator/undefined) [@alexberenson](/creator/undefined) [@glisteningcock](/creator/undefined) [@taintslapp12283](/creator/undefined) [@snupsnus](/creator/undefined) [@persimmonti](/creator/undefined) [@jfais20](/creator/undefined) [@joserestonva](/creator/undefined)

**Top assets mentioned**
[NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Novartis AG (NVS)](/topic/$nvs) [Frontline Ltd. (FRO)](/topic/$fro) [Eli Lilly and Company (LLY)](/topic/$lly) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Tourmaline Bio, Inc. (TRML)](/topic/$trml) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Novo-Nordisk (NVO)](/topic/$nvo) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Bitcoin (BTC)](/topic/bitcoin) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [GrokCoin (GROKCOIN)](/topic/grok) [Synthetify (SNY)](/topic/$sny) [Amgen, Inc. (AMGN)](/topic/$amgn) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Enliven Therapeutics, Inc. (ELVN)](/topic/$elvn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@VikiLovesFACS @ENirenberg @kevinault Also worth noting that the largest spike in maternal deaths perfectly coincided with the Delta wave and disproportionately impacted the least vaccinated region of the US"  
[X Link](https://x.com/anyuser/status/1702026536109621400)  2023-09-13T18:28Z [--] followers, [---] engagements


"@USMNT @FIFAWorldCup Very lame that LA gets one US game much less two. At least we won't be playing CONCACAF in group stage so we might still have more fans in LA than the opposing team 🙄 Seattle should be great though. Hopefully tickets won't be $1000"  
[X Link](https://x.com/masonat7/status/1754274734018019635)  2024-02-04T22:44Z [--] followers, [--] engagements


"@dividendhike $LOW trading at 20x earnings versus its twenty year historical average of.20x earnings. Seems reasonable"  
[X Link](https://x.com/masonat7/status/1775555633074282736)  2024-04-03T16:07Z [--] followers, [--] engagements


"@AlcovyE The other games that will be on Vix are Ukraine/Romania Georgia/Turkey Ukraine/Slovakia and Czech/Georgia. I think all but that last one would be covered by the free trial if started today. Not any big games but still prerty annoying that they all aren't available on Fox"  
[X Link](https://x.com/masonat7/status/1801968128739402003)  2024-06-15T13:20Z [--] followers, [--] engagements


"@ManagerTactical You didn't watch any of those games if you think they're remotely comparable. Costa Rica and Slovenia were dominated and just defended the whole time. US was very competitive in the Brazil and England games. But they were ties so no not big results"  
[X Link](https://x.com/masonat7/status/1805707696546656752)  2024-06-25T21:00Z [--] followers, [---] engagements


"@ManagerTactical Pretty telling that two of their three wins all time (out of [--] games total) against the US came against Berhalter"  
[X Link](https://x.com/masonat7/status/1806698977884049669)  2024-06-28T14:39Z [--] followers, [---] engagements


"@flattop_north @liz_churchill10 Strong link 😂 You didn't even read the paper. It showed excess deaths and the vax rate of King County. Groundbreaking stuff Meanwhile in reality: wonder what caused those excess CVD deaths in young people Lowest vaxxed with the most 🤔"  
[X Link](https://x.com/masonat7/status/1807282846538580218)  2024-06-30T05:19Z [--] followers, [--] engagements


"@RicardoAlatris3 @cesarmanuelagu9 @USYNT @Visa The subject is literally gold medals. Here I'll help you out: "gold medals aren't for everyone" Mxico is currently tied for LAST with zero gold medals. I guess he was right 😂 You can keep holding onto that medal from over a decade ago 👍🏼"  
[X Link](https://x.com/masonat7/status/1819439662362251636)  2024-08-02T18:26Z [--] followers, [---] engagements


"Wonder if the crypto and bitcoin people have figured out that crypto just does what the market does but amplified in either direction. Certainly no safe haven from inflation or the destruction of the dollar lol"  
[X Link](https://x.com/masonat7/status/1820405310785233171)  2024-08-05T10:23Z [--] followers, [--] engagements


"@pete_rizzo_ @LynAldenContact Since the start of rapid inflation (April 2021) $BTC is up 7% vs 36% for $SPY. Some "inflation hedge" that was. Didn't sell my btc but have been much happier with my traditional stocks"  
[X Link](https://x.com/masonat7/status/1836754920575283499)  2024-09-19T13:11Z [--] followers, [---] engagements


"@AlexBerenson Cope harder"  
[X Link](https://x.com/masonat7/status/1842339684287988170)  2024-10-04T23:03Z [--] followers, [--] engagements


"@DanClintonRN @mdavidsonmd Evacetrapib significantly reduced all cause mortality and anacetrapib reduced MACE (with all cause mortality trending its favor especially at six year follow up). Dalcetrapib did nothing for LDL. Wonder why you would cherry-pick the one with obvious off-target effects 🤔"  
[X Link](https://x.com/masonat7/status/1858612959632658719)  2024-11-18T20:47Z [--] followers, [--] engagements


"@TPV_John @realDonaldTrump @DoctorJanette"  
[X Link](https://x.com/masonat7/status/1860434761862283397)  2024-11-23T21:26Z [--] followers, [--] engagements


"@rn_flex @DrIngold @MichaelAlbertMD Looks to me like the apoB reductions come from the weight loss itself Curves almost identical to the weight loss. And would expect to see full apoB effect by [--] weeks if not just from weight loss"  
[X Link](https://x.com/masonat7/status/1860888000839733606)  2024-11-25T03:27Z [--] followers, [--] engagements


"@dobssi GBD in spirit but seemingly nowhere near that in reality. People on here think Sweden was some kind of free-for-all with rampant COVID yet Sweden had lower infection rates in [----] (according to serosurveys) than all but [--] US states I believe (HI OR WA VT NH ME)"  
[X Link](https://x.com/masonat7/status/1864495753009233943)  2024-12-05T02:23Z [--] followers, [--] engagements


"@dobssi Interestingly those six states all had similar/lower excess deaths than Sweden in [----] according to your estimates. Certainly didn't hold up after [----] though"  
[X Link](https://x.com/masonat7/status/1864496316883116352)  2024-12-05T02:25Z [--] followers, [--] engagements


"All of the Geno Smith haters getting to see what their current alternative is 🤣"  
[X Link](https://x.com/masonat7/status/1868500611542745209)  2024-12-16T03:37Z [--] followers, [----] engagements


"@adamfeuerstein lol $SANA's 1B gain in market cap would be equivalent to a 1% gain for $VRTX"  
[X Link](https://x.com/masonat7/status/1876796045687955464)  2025-01-08T01:00Z [--] followers, [---] engagements


"@Glisteningcock @Taintslapp12283 @BowTiedBiotech TAM for $IOVA is much larger than $ADAP and that's not even considering possible new indications for Amtagvi. ADAP doesn't have any other opportunities in the near future"  
[X Link](https://x.com/masonat7/status/1881199585970061441)  2025-01-20T04:38Z [--] followers, [----] engagements


"@mikiass0 @Glisteningcock @Taintslapp12283 @BowTiedBiotech IOVA [---] billion ADAP [---] million"  
[X Link](https://x.com/masonat7/status/1881324635209535861)  2025-01-20T12:55Z [--] followers, [---] engagements


"@MattBiotech Am I missing something $REPL needs combo therapy to get similar numbers as $IOVA's Amtagvi. Amtavgi combo would probably get double the ORR"  
[X Link](https://x.com/masonat7/status/1884455693618421772)  2025-01-29T04:17Z [--] followers, [---] engagements


"I feel like we could have gotten healthier food without appointing someone who isn't sure HIV is the cause of AIDS If RFK is *that* gullible you have to wonder what other crazy things he believes. But sure let's "Make America Healthy again" #MAHA"  
[X Link](https://x.com/masonat7/status/1890115820011024445)  2025-02-13T19:08Z [--] followers, [--] engagements


"@grok put a velociraptor in the back seat"  
[X Link](https://x.com/masonat7/status/1919559794752397633)  2025-05-06T01:08Z [--] followers, [--] engagements


"@BowTiedBiotech $MRK's oral PCSK9 has to be taken in a fasting state and no food or drink for [--] minutes after taking it so not as convenient as your typical daily oral pill"  
[X Link](https://x.com/masonat7/status/1932621241321439400)  2025-06-11T02:09Z [--] followers, [---] engagements


"The trial was stopped after only two years. Here you can see the MACE event curves for the anacetrapib trial (which *did* show a statistically significant reduction in MACE). There was no separation until [---] years The median follow up for the anacetrapib trial was four years"  
[X Link](https://x.com/masonat7/status/1941681256086794507)  2025-07-06T02:11Z [--] followers, [--] engagements


"And as I mentioned anacetrapib the fourth "failed" CETPi actually didn't fail to reduce MACE. However it had an issue with a long half life and accumulated in fat tissue. So given that and the modest MACE reduction Merck decided not to move forward with commercialization"  
[X Link](https://x.com/masonat7/status/1941681258116907509)  2025-07-06T02:11Z [--] followers, [--] engagements


"@mechapreneur @AlexBerenson Sweden more vaxxed than the US. An increase of [--] per [------] in 15-29 year olds would be very noticeable"  
[X Link](https://x.com/masonat7/status/1942680434896511228)  2025-07-08T20:21Z [--] followers, [--] engagements


"@rohitsjhawar @plainyogurt21 Apparently only 20% of plans require eze step through. Eze is solid add on due to tolerability and cheap. Why obi over eze More potent for LDL similar tolerability but also drops Lp(a) wipes out small LDL-P. Also decreases NODM and has potential for alzheimer's in APOE4"  
[X Link](https://x.com/masonat7/status/1943844469784154514)  2025-07-12T01:26Z [--] followers, [---] engagements


"@rohitsjhawar @plainyogurt21 Also note other branded LLTs growing faster than eze. Bempedoic acid very modest like eze at 20% LDL decrease. PCSK9s much more potent LDL but not differentiated otherwise and have to be injected. Expensive yet growing faster than eze. Power of marketing"  
[X Link](https://x.com/masonat7/status/1943846543741661232)  2025-07-12T01:35Z [--] followers, [--] engagements


"@Humble_Analysis Um all of those countries except Malaysia are vastly older than Mongolia and this graph.isn't age adjusted. I'd guess that's probably what they're doing differently"  
[X Link](https://x.com/masonat7/status/1944078670819188750)  2025-07-12T16:57Z [--] followers, [--] engagements


"@rohitsjhawar @plainyogurt21 My base case is a $5B acquisition which would put stock price at $43"  
[X Link](https://x.com/masonat7/status/1944136986702250327)  2025-07-12T20:49Z [--] followers, [--] engagements


"@plainyogurt21 No idea but guessing not many if ChatGPT didn't pick it up"  
[X Link](https://x.com/masonat7/status/1944444018273747160)  2025-07-13T17:09Z [--] followers, [--] engagements


"@plainyogurt21 But really the fact that anacetrapib was able to show any benefit at all is a good sign for obi. Less than 5% of the population naturally has LDL below [--] mg/dL yet REVEAL baseline [--] mg/dL showed modest MACE reduction with only a 17% (beta quant) LDL decrease"  
[X Link](https://x.com/masonat7/status/1944445672758898877)  2025-07-13T17:15Z [--] followers, [--] engagements


"@SnupSnus Well simply having an alzheimer's drug that doesn't even work seems to be worth $1B+ all by itself ie $SAVA $AVXL ;) So maybe $NAMS could get some movement on solid biomarker data CVOT on the other hand will almost certainly be positive"  
[X Link](https://x.com/masonat7/status/1948912579411411407)  2025-07-26T01:05Z [--] followers, [---] engagements


"@Kalshi I mean as you can see from the graph credit card debt is almost always at all time highs"  
[X Link](https://x.com/masonat7/status/1950262417432129589)  2025-07-29T18:29Z [--] followers, [--] engagements


"For some perspective on $NAMS obicetrapib impact on alz biomarkers I've compared it to donanemab the most effective alz drug available. Keep in mind obi was tested on a CVD population while donanemab was tested on actual alz patients. Also small sample size for obi in APOE4/E4"  
[X Link](https://x.com/masonat7/status/1950648163221844215)  2025-07-30T20:02Z [--] followers, [----] engagements


"$IOVA cell therapy is tough. Unfortunately IOVA doesn't have big pharma money to make it through the manufacturing issues and massive cash burn phase"  
[X Link](https://x.com/masonat7/status/1953563809727361306)  2025-08-07T21:08Z [--] followers, [----] engagements


"$IOVA management had stated that manufacturing success had "normalized" after the disastrous first quarter in [----]. That does not appear to be the case. Or maybe by "normalized" he meant you can expect this to be the new norm. 🤦🏻♂"  
[X Link](https://x.com/masonat7/status/1953564527007871334)  2025-08-07T21:10Z [--] followers, [----] engagements


"$NAMS In this pooled analysis of [--] phase [--] clinical trials obicetrapib treatment was associated with a reduction in coronary events evident beyond [--] months of treatment. https://t.co/BMnqxjVXkD #JACC #ESCCongress #WCCardio #CVD #MACE #cvLipids https://t.co/I7M0e49CgW In this pooled analysis of [--] phase [--] clinical trials obicetrapib treatment was associated with a reduction in coronary events evident beyond [--] months of treatment. https://t.co/BMnqxjVXkD #JACC #ESCCongress #WCCardio #CVD #MACE #cvLipids https://t.co/I7M0e49CgW"  
[X Link](https://x.com/masonat7/status/1962483780876193892)  2025-09-01T11:52Z [--] followers, [---] engagements


"@A_May_MD @ResearchPulse1 @tuduni90782 Yeah the whole press release looked desperate for $NVO. Semaglutide only showed 14-20% CVD reduction compared to *placebo* after **three+ years** but they are boasting a 50%+ reduction compared to tirzepatide after only four months in a non RCT 🤦🏻♂"  
[X Link](https://x.com/masonat7/status/1962576315749396619)  2025-09-01T18:00Z [--] followers, [---] engagements


"@seedy19tron $SNY market cap down $12B from weaker than expected results for amlitelimab. Meanwhile $NKTR trading at well under $1B. So basically no rezpeg success priced in here at all"  
[X Link](https://x.com/masonat7/status/1963556500011372743)  2025-09-04T10:55Z [--] followers, [----] engagements


"@SnupSnus @PCM_bio @PersimmonTI There's going to be a big push to treat lp(a) if/when these lp(a) drugs get approved but insurance might only cover for 150nmol (similar to trial population) even though risk starts to increase at 50nmol. $NAMS is studying combo with repatha on lp(a) in the 50-150 range"  
[X Link](https://x.com/masonat7/status/1978202963551133953)  2025-10-14T20:55Z [--] followers, [---] engagements


"$NVS acquiring $TRML and their anti IL-6 monoclonal for $48. I expect pacibekitug will probably reduce MACE as IL-6 is likely causal in ASCVD unlike hs-CRP which is just a risk marker. Will be important to monitor potential increased risk of infection. https://www.novartis.com/news/media-releases/novartis-acquire-tourmaline-bio-complementing-cardiovascular-pipeline-pacibekitug-treatment-atherosclerotic-cardiovascular-disease-ascvd"  
[X Link](https://x.com/masonat7/status/1965390558941380913)  2025-09-09T12:23Z [---] followers, [---] engagements


"@jfais20 @JoseRestonVA $NAMS CVOT will definitely read out before [----] FWIW. Q4 [--] or Q1 [--]. Minimum follow up will be met by all participants Oct [----] and events were "on track" for Q4 [--] as of the last update. But mgmt will provide more clarity around April I believe"  
[X Link](https://x.com/masonat7/status/1995556325284045092)  2025-12-01T18:11Z [---] followers, [---] engagements


"@seedy19tron Good to see you in $NAMS Obvious buyout candidate but possibly not til CVOT data a year out"  
[X Link](https://x.com/masonat7/status/1999509950494593053)  2025-12-12T16:01Z [---] followers, [----] engagements


"@epickram @rezfszubagoly @seedy19tron Yeah they're just speculating trying to "explain" the greater effect size seen than expected (instead of just assuming random chance due to sample size and duration lol). I think pelacarsen might underperform due to really low baseline LDL (60) but hoping for a good result"  
[X Link](https://x.com/masonat7/status/1999958880705728695)  2025-12-13T21:45Z [---] followers, [---] engagements


"$NAMS is starting an alzheimer's trial this year. Looking forward to seeing the details on that. Also good to see that the PREVAIL event rate in the first year is similar to BROADWAY which should hopefully bode well for a Q4 [----] readout and a very positive result. We showcased our Phase [--] CETP inhibitor clinical data at multiple major conferences and published findings in top-tier journals throughout [----]. With strong momentum behind our science [----] is shaping up to be another landmark year. Explore our strategic priorities for the year https://t.co/d1RANOj4C4 We showcased our Phase [--] CETP"  
[X Link](https://x.com/anyuser/status/2009676248931254533)  2026-01-09T17:18Z [---] followers, [---] engagements


"$CRVS solid data but before we get too carried away $NKTRs rezpeg was also "better than Dupi" on several metrics when looking at an [--] week time point in a small phase [--] study 🤷🏻"  
[X Link](https://x.com/anyuser/status/2013669583589159260)  2026-01-20T17:46Z [---] followers, [---] engagements


"@financebully The main point of this tweet was to interpret small phase [--] data with caution. Rezpeg is pretty clearly not better than Dupi but if you had only looked at [--] week data in a small phase [--] then you might have thought otherwise"  
[X Link](https://x.com/masonat7/status/2013699818099536145)  2026-01-20T19:47Z [---] followers, [---] engagements


"@mo15273003 @BiotechObserver @BioEqman @pick1998_2 Carvykti is the same product and same MOA as Abecma but has demonstrably better efficacy. There is no TIL product better than Amtagvi coming to market anytime soon and $IOVA will have PD-1 KO and/or IL-12 tethered TIL by the time anything better than Amtagvi comes to market"  
[X Link](https://x.com/masonat7/status/1891676882606698921)  2025-02-18T02:31Z [--] followers, [---] engagements


"$NAMS reminder that obicetrapib is not like other CETP inhibitors. Every other CETPi increased hs-CRP. Obicetrapib appears to modestly decrease hs-CRP. $ESPR $NAMS Obicetrapib+statins (NAMS)Phase 3: BROOKLYN/BROADWAY/TANDEM) MACE reduction in BROADWAY (21%) suggests potential CV benefits beyond lipids but not via hsCRP. CETP inhibitors like obicetrapib generally show neutral or slight hsCRP increases(10-15%) in broader pop. $ESPR $NAMS Obicetrapib+statins (NAMS)Phase 3: BROOKLYN/BROADWAY/TANDEM) MACE reduction in BROADWAY (21%) suggests potential CV benefits beyond lipids but not via hsCRP."  
[X Link](https://x.com/masonat7/status/1977777612211535991)  2025-10-13T16:45Z [--] followers, [---] engagements


"@PersimmonTI You think $AMGN would pay $5B+ for $NAMS after they originally sold off obicetrapib to NAMS for much less"  
[X Link](https://x.com/masonat7/status/1977805989866082314)  2025-10-13T18:37Z [--] followers, [----] engagements


"$NAMS Obicetrapib Alzheimer's biomarker data published. https://www.sciencedirect.com/science/article/pii/S227458072500336X https://www.sciencedirect.com/science/article/pii/S227458072500336X"  
[X Link](https://x.com/masonat7/status/1979352316877902017)  2025-10-18T01:02Z [--] followers, [---] engagements


"Debate on whether $QURE's AMT-130 does anything due to lack of placebo. Biomarkers are less impacted by placebo effect and longitudinal data shows it's uncommon to see a decline in NfL after two years in HD and even PreHD. AMT-130 low *and* high dose showed declines on average"  
[X Link](https://x.com/masonat7/status/1980379898205335609)  2025-10-20T21:05Z [--] followers, [----] engagements


"@financebully I mean asciminib didn't even get mid 60s MMR at [--] weeks in *frontline* CML. Big pharma might not want to wait until this is confirmed. BTW I was expecting data in December and N of 40-50+. Am I misremembering or did they cut the data early Maybe to be able to present at ASH"  
[X Link](https://x.com/masonat7/status/1985442583615623294)  2025-11-03T20:22Z [--] followers, [--] engagements


"@financebully Found the n=50+. Maybe we'll get 50+ for efficacy in December"  
[X Link](https://x.com/masonat7/status/1985458015194034568)  2025-11-03T21:24Z [--] followers, [--] engagements


"@DrNadolsky But bro high LDL is good for you 🙃"  
[X Link](https://x.com/masonat7/status/1987184394537251148)  2025-11-08T15:44Z [--] followers, [---] engagements


"@DrNadolsky They ignored the dozens of other RCTs showing the same thing they'll ignore this one too 🤷🏻 That is now both PCSK9is showing stat sig reductions in all cause mortality (on top of all the statins showing the same). Completely different MOAs but one thing in common: lower LDL"  
[X Link](https://x.com/masonat7/status/1987200954018713717)  2025-11-08T16:50Z [--] followers, [---] engagements


"These results look very good for $MRK's new oral PCSK9i CORALreef Lipids Trial presented by Ann Marie Navar @UTSWMedCenter #AHA25 🫀 Pivotal phase [--] trial of enlicitide decanoate a once-daily oral PCSK9 inhibitor (macrocyclic peptide) added to background lipid-lowering therapy 🫀 2:1 randomization: enlicitide [--] mg PO daily vs https://t.co/mH2xIfWWEK CORALreef Lipids Trial presented by Ann Marie Navar @UTSWMedCenter #AHA25 🫀 Pivotal phase [--] trial of enlicitide decanoate a once-daily oral PCSK9 inhibitor (macrocyclic peptide) added to background lipid-lowering therapy 🫀 2:1 randomization:"  
[X Link](https://x.com/masonat7/status/1987289776467419192)  2025-11-08T22:42Z [--] followers, [---] engagements


"@stocksforlong Sort of it's another oral option that appears safe with potent LDL lowering. But $NAMS obicetrapib was never about LDL alone. You also get diabetes benefit small particles better lp(a) and possible alzheimer's reduction. NAMS is adding eze combo to compete on LDL number"  
[X Link](https://x.com/masonat7/status/1987310665187393560)  2025-11-09T00:05Z [--] followers, [---] engagements


"@hannibalspeaks Just sold my $TERN. CML data looks very good but not sure how much more it should run. Still holding $VTYX at least until RP data"  
[X Link](https://x.com/masonat7/status/1988391999524008167)  2025-11-11T23:42Z [--] followers, [---] engagements


"@seedy19tron Any value still in $CDTX Drug looks great"  
[X Link](https://x.com/masonat7/status/1988703360040727014)  2025-11-12T20:20Z [--] followers, [----] engagements


"@CoinbasedBTC @seedy19tron Yup glad I bought. I think Merck got a steal if they only paid $150. Maybe some CVRs"  
[X Link](https://x.com/masonat7/status/1989141314387210728)  2025-11-14T01:20Z [--] followers, [--] engagements


"@A_May_MD I think $NAMS will be acquired eventually but BP might wait for CVOT readout (1 year). Very strong LLT profile with potential alz prevention bonus (yeah yeah I know alz by default low PoS). Already valued pretty highly so not sure there'd be much premium from here"  
[X Link](https://x.com/masonat7/status/1989324787169058899)  2025-11-14T13:29Z [--] followers, [---] engagements


"Suddenly have some cash I need to invest.anything with upcoming catalysts $CDTX $XBI"  
[X Link](https://x.com/masonat7/status/1989325038118441256)  2025-11-14T13:30Z [--] followers, [--] engagements


"@financebully @jfais20 @JoseRestonVA @plainyogurt21 I will be happy to have more people to talk about $NAMS"  
[X Link](https://x.com/masonat7/status/1989524718836494833)  2025-11-15T02:43Z [--] followers, [---] engagements


"@seedy19tron $TERN data looks really really good clearly better than asciminib just not sure how much it's worth as a phase [--] asset I sold at $18"  
[X Link](https://x.com/masonat7/status/1991565435758641517)  2025-11-20T17:52Z [--] followers, [---] engagements


"$NVO semaglutide fails to show benefit in Alzheimer's. Shouldn't come as a surprise but disappointing for patients. https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916462 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916462"  
[X Link](https://x.com/masonat7/status/1992923317016383959)  2025-11-24T11:48Z [--] followers, [---] engagements


"@adamfeuerstein @ScroogeCap @elaineywchen Observational data showing our drugs helps prevent alzheimer's so let's test it on patients who *already* have alzheimer's"  
[X Link](https://x.com/masonat7/status/1992928538098569494)  2025-11-24T12:09Z [--] followers, [---] engagements


"Before today's drop $NVO was already trading at its cheapest valuation in at least [--] years"  
[X Link](https://x.com/masonat7/status/1993064782795317349)  2025-11-24T21:10Z [--] followers, [---] engagements


"In contrast $LLY is flying high at 47x earnings"  
[X Link](https://x.com/masonat7/status/1993081509054697719)  2025-11-24T22:17Z [--] followers, [--] engagements


"@seedy19tron What do you think $TERN could show at ASH that would move it up even more from here Hard to imagine the data getting better than what they've already announced"  
[X Link](https://x.com/masonat7/status/1996545796930695471)  2025-12-04T11:43Z [--] followers, [---] engagements


"@Copesy_BHM @AmericanOutlaws @USMNT @usnmtmostly @samsarmy I started doing this exact thing and after a few groups thought "you know what I bet somebody else in the world already did this." So thanks for saving me some time. US group looks a bit tougher than some are suggesting. No great teams but no cupcakes. Any game could be a loss"  
[X Link](https://x.com/masonat7/status/1997065545691148600)  2025-12-05T22:08Z [--] followers, [--] engagements


"@seedy19tron Most ever paid for a phase [--] asset $3B. $TERN already approaching that"  
[X Link](https://x.com/masonat7/status/1997093855544402313)  2025-12-06T00:00Z [--] followers, [---] engagements


"@RNAiAnalyst $LLY should lose half a trillion in market cap even though $WVE patients didn't lose a single pound"  
[X Link](https://x.com/masonat7/status/1998177149430460474)  2025-12-08T23:45Z [--] followers, [---] engagements


"@JohnSimpsonNews @dobssi Sure it is much easier to murder someone in the US than in the UK. Homicides are a tiny minority of violent crime. If you compare other categories (which is admittedly hard to do) it looks a lot less favorable for the UK. Regardless Europe in general is more safe than the US"  
[X Link](https://x.com/masonat7/status/1999517673483329567)  2025-12-12T16:32Z [--] followers, [--] engagements


"@rezfszubagoly @seedy19tron I think obicetrapib will easily beat the 15% MACE reduction posted by the PCSK9s. More potent on LDL but that's it. Also Merck and AZN don't seem too worried about a Repatha biosimilar and they're developing the literal same MOA with 5B+ peak sales expectations"  
[X Link](https://x.com/masonat7/status/1999565865868505524)  2025-12-12T19:43Z [--] followers, [---] engagements


"@rezfszubagoly @seedy19tron Keep in mind that obi will be much cheaper to manufacture than biosimilar Repatha (which will still likely cost $1000+ a year). If MRK and AZN aren't worried with their only feature being oral obi should have no problem getting coverage being oral better MACE lower NODM etc"  
[X Link](https://x.com/masonat7/status/1999642722886648148)  2025-12-13T00:49Z [--] followers, [---] engagements


"@epickram @rezfszubagoly @seedy19tron Yeah I'm sure they'll run with the 25%. Btw even VESALIUS was well below where it should have been given the length of followup. Amgen presented one year CTT lol"  
[X Link](https://x.com/masonat7/status/1999932490417656158)  2025-12-13T20:00Z [--] followers, [--] engagements


"@epickram @rezfszubagoly @seedy19tron Think this is the one. I misread/misinterpreted"  
[X Link](https://x.com/masonat7/status/1999948243497800049)  2025-12-13T21:03Z [---] followers, [--] engagements


"Looks like another rough year for flu. Should bode well for $CDTX $MRK CD388's phase [--] currently underway"  
[X Link](https://x.com/anyuser/status/2006476816530420110)  2025-12-31T21:25Z [---] followers, [---] engagements


"@financebully @A_May_MD You're getting 3x as many flares with obex compared to uplizna. Not sure that's competitive even with subq"  
[X Link](https://x.com/masonat7/status/2008163280280248591)  2026-01-05T13:06Z [---] followers, [---] engagements


"$VTYX being bought out by $LLY for the same reason TRML and Cordivia were acquired: reducing inflammation (and more specifically IL-6) improves cardiovascular outcomes. VTYX was an obvious BO candidate. $NVS acquiring $TRML and their anti IL-6 monoclonal for $48. I expect pacibekitug will probably reduce MACE as IL-6 is likely causal in ASCVD unlike hs-CRP which is just a risk marker. Will be important to monitor potential increased risk of infection. https://t.co/HHGybsvKQc $NVS acquiring $TRML and their anti IL-6 monoclonal for $48. I expect pacibekitug will probably reduce MACE as IL-6 is"  
[X Link](https://x.com/anyuser/status/2008658747191947607)  2026-01-06T21:55Z [---] followers, [---] engagements


"@hannibalspeaks They got less than TRML and Corvidia smh"  
[X Link](https://x.com/masonat7/status/2009042388766085260)  2026-01-07T23:20Z [--] followers, [---] engagements


"@JacobPlieth Yeah why accept the 60/120 group and ignore the [--] Presumably [--] did just as well as [---] (they also stated no dose response).otherwise why not separate For TERN it actually makes sense to compare higher dose group since there was a dose response"  
[X Link](https://x.com/masonat7/status/2009594840636670379)  2026-01-09T11:55Z [---] followers, [---] engagements


"@financebully @monaco_biotech I like ELVN but harder for me to value as TERN will be the go-to TKI and asciminib provides a nice reference to what that will look like"  
[X Link](https://x.com/masonat7/status/2009679988002324670)  2026-01-09T17:33Z [--] followers, [--] engagements


"@financebully Yeah I expect it will be exclusively APOE4 carriers and homozygotes (who make up 2/3 alz patients anyway). Prob worth the financial risk given the immense upside in sales and solid financial standing of the company but I'll wait to see the details to give my full thoughts"  
[X Link](https://x.com/masonat7/status/2009741255576572059)  2026-01-09T21:37Z [--] followers, [--] engagements


"@t_m_t_y_r The only other allosteric is rapidly gaining market share as *the* frontline option with peak sales estimated at 4B+. What happens if another allosteric comes on the market with vastly superior efficacy similar/possibly better safety and no fasting requirement"  
[X Link](https://x.com/masonat7/status/2010851490982666504)  2026-01-12T23:08Z [--] followers, [--] engagements


"@plainyogurt21 @avidresearch @houndcl Different disease but BNP delta correlated with 6MWD delta (kind of weak though). https://pubmed.ncbi.nlm.nih.gov/39058228/ https://pubmed.ncbi.nlm.nih.gov/39058228/"  
[X Link](https://x.com/masonat7/status/2011550384314335576)  2026-01-14T21:25Z [---] followers, [---] engagements


"$IBRX idk who needs to hear this but there is no "lymphopenia crisis". [--]. The world is moving toward a lymphopenia crisis. Lymphopenia means your blood has too few lymphocytes. And when that happens your immune system loses its ability to eliminate threats. https://t.co/xv5lX4THB8 [--]. The world is moving toward a lymphopenia crisis. Lymphopenia means your blood has too few lymphocytes. And when that happens your immune system loses its ability to eliminate threats. https://t.co/xv5lX4THB8"  
[X Link](https://x.com/anyuser/status/2013814268961976596)  2026-01-21T03:21Z [---] followers, [---] engagements


"@Onlytslaaapl @nociFTW @seedy19tron CRVS is only up 66% from IPO ten years ago"  
[X Link](https://x.com/masonat7/status/2015203263994339650)  2026-01-24T23:21Z [---] followers, [--] engagements


"Possibly helps explain why bempedoic acid had very underwhelming MACE reduction in secondary prevention. Hyperuricemia is not good for high risk cardiovascular patients. In people diagnosed with gout treatment to get the uric acid blood level below [--] mg/dL was linked with significant improvement in cardiovascular outcomes https://t.co/IB3699GPT6 In people diagnosed with gout treatment to get the uric acid blood level below [--] mg/dL was linked with significant improvement in cardiovascular outcomes https://t.co/IB3699GPT6"  
[X Link](https://x.com/anyuser/status/2015870027858051353)  2026-01-26T19:30Z [---] followers, [---] engagements


"$NVS Scemblix and Leqvio both FDA approved in Q4 [----]. Scemblix now with more revenue and growing significantly faster than Leqvio. NVS paid *10B* for Leqvio. If $TERN [---] maintains current profile it will replace Scemblix and grow market share more rapidly in the right hands"  
[X Link](https://x.com/anyuser/status/2019054264719397211)  2026-02-04T14:23Z [---] followers, [---] engagements


"$TERN To be more clear: -Leqvio and Scemblix launched same Q. -Scemblix more revenue and growing faster. -NVS paid 10B for Leqvio. TERN [---] showing much better efficacy better/equal safety no fasting requirement. [---] is performing better in 2L+ than scemblix did in *frontline* $NVS Scemblix and Leqvio both FDA approved in Q4 [----]. Scemblix now with more revenue and growing significantly faster than Leqvio. NVS paid *10B* for Leqvio. If $TERN [---] maintains current profile it will replace Scemblix and grow market share more rapidly in the right hands. https://t.co/XkEEUGENxb $NVS Scemblix and"  
[X Link](https://x.com/anyuser/status/2019069949830987834)  2026-02-04T15:26Z [---] followers, [---] engagements


"Am I expecting a $10B+ buyout for $TERN No. But I wouldn't rule it out"  
[X Link](https://x.com/anyuser/status/2019070654792753383)  2026-02-04T15:28Z [---] followers, [---] engagements


"$TERN has enough cash to easily run 2L+ and frontline phase [--] trials and possibly even launch the drug. Efficacy increase over asciminib (peak sales est 4B+) is unprecedented plus it appears to have better safety. No fasting req just a bonus. I'm guessing BO by EOY"  
[X Link](https://x.com/anyuser/status/2009292053016961473)  2026-01-08T15:52Z [---] followers, [---] engagements


"@financebully - KS is *extremely* rare outside of HIV. - HIV positivity is part of exclusion criteria for all amlitelimab trials. - Ox40 and KS already have an established link. Would be a very unfortunate coincidence"  
[X Link](https://x.com/masonat7/status/2014744889276121152)  2026-01-23T16:59Z [---] followers, [---] engagements


"$MRK's enlicitide looking good consistent with other PCSK9s. Requires [--] hour fast but will probably be preferable to injectables for most. Guessing they didn't see any trends in reduced cardiovascular events since there was no mention of it. Today the potent LDL cholesterol lowering drugs are vs PCSK9 and are injectables or require an intravenous infusion. In the future a pill will be able to achieve similar results and add to the options. Results of a placebo-controlled randomized trial @NEJM https://t.co/Jlm07G6WJU Today the potent LDL cholesterol lowering drugs are vs PCSK9 and are"  
[X Link](https://x.com/anyuser/status/2019237135338115307)  2026-02-05T02:30Z [---] followers, [---] engagements


"@Sanctuary_Bio "no clear dose response" for efficacy. So $ELVN is getting 45% MMR combined compared to 75% for $TERN phase [--] doses. ELVN will definitely have a place in the market though"  
[X Link](https://x.com/masonat7/status/2009301350786417079)  2026-01-08T16:29Z [---] followers, [----] engagements


"@financebully @InteriusBio Retail unable to participate in any of it smh. Lots to still be proven with in vivo CAR-T but if similar response rates and durability then should easily replace auto CAR-T"  
[X Link](https://x.com/masonat7/status/2020840773571514744)  2026-02-09T12:42Z [---] followers, [--] engagements


"@adamfeuerstein @DrPatrick AZN bought EsoBiotec as well"  
[X Link](https://x.com/masonat7/status/2021017791759831168)  2026-02-10T00:26Z [---] followers, [---] engagements


"$NKTR ISRs seem like even more of a non-issue now with 4x/year dosing as an option 🤷🏻"  
[X Link](https://x.com/anyuser/status/2021203360574210268)  2026-02-10T12:43Z [---] followers, [---] engagements


"$MRK's enlicitide looking good consistent with other PCSK9s. Requires [--] hour fast but will probably be preferable to injectables for most. Guessing they didn't see any trends in reduced cardiovascular events since there was no mention of it. Today the potent LDL cholesterol lowering drugs are vs PCSK9 and are injectables or require an intravenous infusion. In the future a pill will be able to achieve similar results and add to the options. Results of a placebo-controlled randomized trial @NEJM https://t.co/Jlm07G6WJU Today the potent LDL cholesterol lowering drugs are vs PCSK9 and are"  
[X Link](https://x.com/anyuser/status/2019237135338115307)  2026-02-05T02:30Z [---] followers, [---] engagements


"Today the potent LDL cholesterol lowering drugs are vs PCSK9 and are injectables or require an intravenous infusion. In the future a pill will be able to achieve similar results and add to the options. Results of a placebo-controlled randomized trial @NEJM https://www.nejm.org/doi/full/10.1056/NEJMoa2511002query=featured_home https://www.nejm.org/doi/full/10.1056/NEJMoa2511002query=featured_home"  
[X Link](https://x.com/anyuser/status/2019179514019078455)  2026-02-04T22:41Z 712.7K followers, 32.2K engagements


"$TERN To be more clear: -Leqvio and Scemblix launched same Q. -Scemblix more revenue and growing faster. -NVS paid 10B for Leqvio. TERN [---] showing much better efficacy better/equal safety no fasting requirement. [---] is performing better in 2L+ than scemblix did in *frontline* $NVS Scemblix and Leqvio both FDA approved in Q4 [----]. Scemblix now with more revenue and growing significantly faster than Leqvio. NVS paid *10B* for Leqvio. If $TERN [---] maintains current profile it will replace Scemblix and grow market share more rapidly in the right hands. https://t.co/XkEEUGENxb $NVS Scemblix and"  
[X Link](https://x.com/anyuser/status/2019069949830987834)  2026-02-04T15:26Z [---] followers, [---] engagements


"$NVS Scemblix and Leqvio both FDA approved in Q4 [----]. Scemblix now with more revenue and growing significantly faster than Leqvio. NVS paid *10B* for Leqvio. If $TERN [---] maintains current profile it will replace Scemblix and grow market share more rapidly in the right hands"  
[X Link](https://x.com/anyuser/status/2019054264719397211)  2026-02-04T14:23Z [---] followers, [---] engagements


"Am I expecting a $10B+ buyout for $TERN No. But I wouldn't rule it out"  
[X Link](https://x.com/anyuser/status/2019070654792753383)  2026-02-04T15:28Z [---] followers, [---] engagements


"$NVS kind of crazy Leqvio *still* doesn't have CVOT data (expected in 2027). Despite slightly lower LDL reduction I expect it to outperform Repatha and Praluent CVOTs due to longer trial duration increased compliance and higher baseline LDL. Unclear if data will improve uptake"  
[X Link](https://x.com/anyuser/status/2019055256844333081)  2026-02-04T14:27Z [---] followers, [--] engagements


"Possibly helps explain why bempedoic acid had very underwhelming MACE reduction in secondary prevention. Hyperuricemia is not good for high risk cardiovascular patients. In people diagnosed with gout treatment to get the uric acid blood level below [--] mg/dL was linked with significant improvement in cardiovascular outcomes https://t.co/IB3699GPT6 In people diagnosed with gout treatment to get the uric acid blood level below [--] mg/dL was linked with significant improvement in cardiovascular outcomes https://t.co/IB3699GPT6"  
[X Link](https://x.com/anyuser/status/2015870027858051353)  2026-01-26T19:30Z [---] followers, [---] engagements


"In people diagnosed with gout treatment to get the uric acid blood level below [--] mg/dL was linked with significant improvement in cardiovascular outcomes https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2844321utm_campaign=articlePDF&utm_medium=articlePDFlink&utm_source=articlePDF&utm_content=jamainternmed.2025.7453 https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2844321utm_campaign=articlePDF&utm_medium=articlePDFlink&utm_source=articlePDF&utm_content=jamainternmed.2025.7453"  
[X Link](https://x.com/anyuser/status/2015819292294697464)  2026-01-26T16:09Z 712.7K followers, 24.6K engagements


"$IBRX idk who needs to hear this but there is no "lymphopenia crisis". [--]. The world is moving toward a lymphopenia crisis. Lymphopenia means your blood has too few lymphocytes. And when that happens your immune system loses its ability to eliminate threats. https://t.co/xv5lX4THB8 [--]. The world is moving toward a lymphopenia crisis. Lymphopenia means your blood has too few lymphocytes. And when that happens your immune system loses its ability to eliminate threats. https://t.co/xv5lX4THB8"  
[X Link](https://x.com/anyuser/status/2013814268961976596)  2026-01-21T03:21Z [---] followers, [---] engagements


"1. The world is moving toward a lymphopenia crisis. Lymphopenia means your blood has too few lymphocytes. And when that happens your immune system loses its ability to eliminate threats"  
[X Link](https://x.com/anyuser/status/2013648336692170964)  2026-01-20T16:22Z 117K followers, [----] engagements


"$CRVS solid data but before we get too carried away $NKTRs rezpeg was also "better than Dupi" on several metrics when looking at an [--] week time point in a small phase [--] study 🤷🏻"  
[X Link](https://x.com/anyuser/status/2013669583589159260)  2026-01-20T17:46Z [---] followers, [---] engagements


"$SLS not optimistic but hoping for a positive outcome. No position. $SLS Pooled OS not so impressive after all. Short. https://t.co/ylq2KDyvnw $SLS Pooled OS not so impressive after all. Short. https://t.co/ylq2KDyvnw"  
[X Link](https://x.com/anyuser/status/2012941845911716285)  2026-01-18T17:35Z [---] followers, [---] engagements


"$SLS Pooled OS not so impressive after all. Short. https://mordechaison.substack.com/p/sls-regals-flawed-assumptions https://mordechaison.substack.com/p/sls-regals-flawed-assumptions"  
[X Link](https://x.com/anyuser/status/2012937168902115373)  2026-01-18T17:16Z [---] followers, 10.5K engagements


"$NAMS is starting an alzheimer's trial this year. Looking forward to seeing the details on that. Also good to see that the PREVAIL event rate in the first year is similar to BROADWAY which should hopefully bode well for a Q4 [----] readout and a very positive result. We showcased our Phase [--] CETP inhibitor clinical data at multiple major conferences and published findings in top-tier journals throughout [----]. With strong momentum behind our science [----] is shaping up to be another landmark year. Explore our strategic priorities for the year https://t.co/d1RANOj4C4 We showcased our Phase [--] CETP"  
[X Link](https://x.com/anyuser/status/2009676248931254533)  2026-01-09T17:18Z [---] followers, [---] engagements


"We showcased our Phase [--] CETP inhibitor clinical data at multiple major conferences and published findings in top-tier journals throughout [----]. With strong momentum behind our science [----] is shaping up to be another landmark year. Explore our strategic priorities for the year ahead: https://bit.ly/4sv2qYU https://bit.ly/4sv2qYU"  
[X Link](https://x.com/anyuser/status/2009613473114628166)  2026-01-09T13:09Z [----] followers, [----] engagements


"$TERN has enough cash to easily run 2L+ and frontline phase [--] trials and possibly even launch the drug. Efficacy increase over asciminib (peak sales est 4B+) is unprecedented plus it appears to have better safety. No fasting req just a bonus. I'm guessing BO by EOY"  
[X Link](https://x.com/anyuser/status/2009292053016961473)  2026-01-08T15:52Z [---] followers, [---] engagements


"I had underestimated the potential initially and sold at $18 as I thought it had run up too much too fast. Decided to buy back in at $29 and plan to hold til P3 readouts or BO"  
[X Link](https://x.com/anyuser/status/2009292577510502866)  2026-01-08T15:54Z [---] followers, [---] engagements


"It also happens to be my #biopick2026 though I know it has no chance of winning. But maybe it will hit my PT"  
[X Link](https://x.com/anyuser/status/2009293886103965709)  2026-01-08T15:59Z [---] followers, [---] engagements


"$VTYX being bought out by $LLY for the same reason TRML and Cordivia were acquired: reducing inflammation (and more specifically IL-6) improves cardiovascular outcomes. VTYX was an obvious BO candidate. $NVS acquiring $TRML and their anti IL-6 monoclonal for $48. I expect pacibekitug will probably reduce MACE as IL-6 is likely causal in ASCVD unlike hs-CRP which is just a risk marker. Will be important to monitor potential increased risk of infection. https://t.co/HHGybsvKQc $NVS acquiring $TRML and their anti IL-6 monoclonal for $48. I expect pacibekitug will probably reduce MACE as IL-6 is"  
[X Link](https://x.com/anyuser/status/2008658747191947607)  2026-01-06T21:55Z [---] followers, [---] engagements


"$NVS acquiring $TRML and their anti IL-6 monoclonal for $48. I expect pacibekitug will probably reduce MACE as IL-6 is likely causal in ASCVD unlike hs-CRP which is just a risk marker. Will be important to monitor potential increased risk of infection. https://www.novartis.com/news/media-releases/novartis-acquire-tourmaline-bio-complementing-cardiovascular-pipeline-pacibekitug-treatment-atherosclerotic-cardiovascular-disease-ascvd"  
[X Link](https://x.com/masonat7/status/1965390558941380913)  2025-09-09T12:23Z [---] followers, [---] engagements


"Looking forward to $LLY putting $VTYX's NLRP3 inhibitor through a CVOT :)"  
[X Link](https://x.com/anyuser/status/2008643241869295872)  2026-01-06T20:54Z [---] followers, [---] engagements


"Looks like another rough year for flu. Should bode well for $CDTX $MRK CD388's phase [--] currently underway"  
[X Link](https://x.com/anyuser/status/2006476816530420110)  2025-12-31T21:25Z [---] followers, [---] engagements


""no dose response" Nevermind small n we literally saw the same thing in atopic derm. Basically no separation between 18ug and [--] for % EASI change. Yet there was separation with the most "stringent" endpoint (EASI-90) just as there was in AA (SALT10). But again small n. $NKTR There are forensic issues with the $NKTR AA data notwithstanding the lack of stat sig at a sample size where you would expect it there is no dose response and minimal seperation between severe and very severe groups running contrary to basically most peer studies. There are forensic issues with the $NKTR AA data"  
[X Link](https://x.com/anyuser/status/2003217177290403996)  2025-12-22T21:32Z [---] followers, [----] engagements


"There are forensic issues with the $NKTR AA data notwithstanding the lack of stat sig at a sample size where you would expect it there is no dose response and minimal seperation between severe and very severe groups running contrary to basically most peer studies"  
[X Link](https://x.com/anyuser/status/2003182845666427156)  2025-12-22T19:16Z [---] followers, 11K engagements


"And just to be clear.I'm not saying there is or isn't a dose response in the AA data just that not seeing one isn't an argument against it working because it's the same exact pattern we see in atopic derm.and rezpeg very clearly works in atopic derm"  
[X Link](https://x.com/anyuser/status/2003280675387093417)  2025-12-23T01:45Z [---] followers, [---] engagements


"$NKTR Per your very own reference chart these results are solid and defied your expectations even *before* the spin"  
[X Link](https://x.com/anyuser/status/2000912676361298013)  2025-12-16T12:55Z [---] followers, [----] engagements


"Oh my God I cant believe theyre spinning this. $NKTR [----] and [----] is not a narrow miss"  
[X Link](https://x.com/anyuser/status/2000907454733762972)  2025-12-16T12:34Z [----] followers, [----] engagements

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