# ![@med__twi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2522249316.png) @med__twi El sordo

El sordo posts on X about $xbi, $janx, $vir, $mrk the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2522249316/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2522249316/c:line/m:interactions.svg)

- [--] Week [------] +746%
- [--] Month [------] +3,819%
- [--] Months [------] +28%
- [--] Year [------] +20%

### Mentions: [--] [#](/creator/twitter::2522249316/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2522249316/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +75%
- [--] Months [--] +9.10%
- [--] Year [--] -26%

### Followers: [---] [#](/creator/twitter::2522249316/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2522249316/c:line/m:followers.svg)

- [--] Week [---] +0.13%
- [--] Month [---] +0.76%
- [--] Months [---] +0.89%
- [--] Year [---] +12%

### CreatorRank: [-------] [#](/creator/twitter::2522249316/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2522249316/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  20.72% [stocks](/list/stocks)  17.12% [countries](/list/countries)  9.01% [cryptocurrencies](/list/cryptocurrencies)  6.31% [technology brands](/list/technology-brands)  3.6% [celebrities](/list/celebrities)  2.7% [us election](/list/us-election)  2.7% [travel destinations](/list/travel-destinations)  1.8% [currencies](/list/currencies)  1.8% [formula 1](/list/formula-1)  0.9%

**Social topic influence**
[$xbi](/topic/$xbi) 5.41%, [$janx](/topic/$janx) 5.41%, [$vir](/topic/$vir) 4.5%, [$mrk](/topic/$mrk) 3.6%, [germany](/topic/germany) 3.6%, [$bbc](/topic/$bbc) 3.6%, [$cytk](/topic/$cytk) 2.7%, [igg](/topic/igg) 2.7%, [money](/topic/money) 2.7%, [rfk](/topic/rfk) 2.7%

**Top accounts mentioned or mentioned by**
[@biohazard3737](/creator/undefined) [@rnaianalyst](/creator/undefined) [@maximusholla](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@obryanjf](/creator/undefined) [@trader53](/creator/undefined) [@monacobiotech](/creator/undefined) [@amaymd](/creator/undefined) [@hall8jack](/creator/undefined) [@bananaoncology](/creator/undefined) [@adrianh](/creator/undefined) [@sportsbios](/creator/undefined) [@semodough](/creator/undefined) [@sanctuarybio](/creator/undefined) [@msollender](/creator/undefined) [@grok](/creator/undefined) [@ly4101174](/creator/undefined) [@eggcapitalws](/creator/undefined) [@jq1234t](/creator/undefined) [@epsilontheory](/creator/undefined)

**Top assets mentioned**
[Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [AMN Healthcare Services (AMN)](/topic/$amn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Enzyme (MLN)](/topic/enzyme) [Blur (BLUR)](/topic/blur) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [ELYSIA (EL)](/topic/$el) [Fartcoin (FARTCOIN)](/topic/fartcoin) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Bitcoin (BTC)](/topic/$btc) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Johnson & Johnson (JNJ)](/topic/$jnj) [GSK plc (GSK)](/topic/$gsk) [PMV Pharmaceuticals, Inc. (PMVP)](/topic/$pmvp) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Oklo Inc. (OKLO)](/topic/$oklo) [BHP Group Limited (BHP)](/topic/$bhp) [Cameco Corporation (CCJ)](/topic/$ccj) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [BEAM (BEAM)](/topic/beam) [Pfizer, Inc. (PFE)](/topic/$pfe) [GrokCoin (GROKCOIN)](/topic/grok) [AstraZeneca PLC (AZN)](/topic/$azn) [HAWK (HAWK)](/topic/hawk) [Mercury General Corp. (MCY)](/topic/$mcy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AMN Two-thirds of nurses who walked out of major hospitals in New York City a month ago have reached preliminary agreements with their employers and may end the strike this week the union representing [-----] striking nurses said on Monday. https://t.co/ARtzrNiOqJ Two-thirds of nurses who walked out of major hospitals in New York City a month ago have reached preliminary agreements with their employers and may end the strike this week the union representing [-----] striking nurses said on Monday. https://t.co/ARtzrNiOqJ"  
[X Link](https://x.com/med__twi/status/2020970198862532753)  2026-02-09T21:16Z [---] followers, [---] engagements


"RT @EpsilonTheory: Steven Pinker Alan Dershowitz Larry Summers all should be publicly shunned. Harvard should strip them of all titles"  
[X Link](https://x.com/med__twi/status/2020586852437373177)  2026-02-08T19:53Z [---] followers, [----] engagements


"Betting against this has to have one of the best odds in human history. JUST IN: The odds of aliens being confirmed this year have risen. 10% chance. https://t.co/XnP1vwOBZi JUST IN: The odds of aliens being confirmed this year have risen. 10% chance. https://t.co/XnP1vwOBZi"  
[X Link](https://x.com/med__twi/status/2020896660960805140)  2026-02-09T16:24Z [---] followers, [---] engagements


"RT @jeuasommenulle: This is just insane. It turns out the Epstein DOJ emails actually originated in France and the French judges didn't do"  
[X Link](https://x.com/med__twi/status/2021615750776016934)  2026-02-11T16:02Z [---] followers, [---] engagements


"I know he is not on the platform anymore but have to give credits to @T_OConnell who was bearish $BTC and bullish $LQDA. Betting against almost all of crypto and in case of $LQDA against most of the louder voices of Biotwitter"  
[X Link](https://x.com/anyuser/status/2019303757331267959)  2026-02-05T06:55Z [---] followers, [----] engagements


"Faron rights offering ( 40M) stock down 50%. Biotech in Europe is often cheap for a reason. Inside Information: Faron Pharmaceuticals Ltd is planning a rights offering of approximately EUR [--] million to strengthen its capital structure and to drive lead asset bexmarilimab to key milestones https://t.co/OIrQnygpex Inside Information: Faron Pharmaceuticals Ltd is planning a rights offering of approximately EUR [--] million to strengthen its capital structure and to drive lead asset bexmarilimab to key milestones https://t.co/OIrQnygpex"  
[X Link](https://x.com/med__twi/status/2021192766860964174)  2026-02-10T12:01Z [---] followers, [---] engagements


"$XBI not even red YTD The UB_F is above [---] dollars https://t.co/8tlx64KAd6 The UB_F is above [---] dollars https://t.co/8tlx64KAd6"  
[X Link](https://x.com/med__twi/status/2022060761586315692)  2026-02-12T21:30Z [---] followers, [----] engagements


"Wow. @P_Remarks account has been deleted. Not sure if this is a meme bottom signal for #software $IGV and $AMN but I hope hes Ok"  
[X Link](https://x.com/med__twi/status/2022208944526290960)  2026-02-13T07:19Z [---] followers, 14.4K engagements


"Xevinapant with worse () EFS and PFS vs. placebo in phase [--] trial readout. Inhibitors of apoptosis protein inhibitors obviously not working as intended. Also confirms how hard it is to develop new chemo/RT combinations. $MRK.DE #MerckKGaA https://ascopubs.org/doi/10.1200/JCO-25-00272 https://ascopubs.org/doi/10.1200/JCO-25-00272"  
[X Link](https://x.com/med__twi/status/1966952678518673568)  2025-09-13T19:50Z [---] followers, [---] engagements


"@derhagemann 2026-27 schon. Kommen halt von Mercedes 😀"  
[X Link](https://x.com/med__twi/status/2022962737496948898)  2026-02-15T09:14Z [---] followers, [---] engagements


"$NVO $AMGN $VKTX $LLY etc. Roche $RHHBY GLP-1/GIP data: At week [--] 100% of CT-388 treated participants achieved 5% weight loss 70% achieved 15% and 45% achieved 20% weight loss https://t.co/gDplsVwp50 https://t.co/kCYgBAMfz4 Roche $RHHBY GLP-1/GIP data: At week [--] 100% of CT-388 treated participants achieved 5% weight loss 70% achieved 15% and 45% achieved 20% weight loss https://t.co/gDplsVwp50 https://t.co/kCYgBAMfz4"  
[X Link](https://x.com/med__twi/status/1790980594517626888)  2024-05-16T05:40Z [---] followers, [---] engagements


"F-35s in Switzerland were so accessible that sometimes farmers led cows across the airstrip. Story about the Hotel Rssli owned by a Chinese family and now sold to the Swiss military due to US security concerns. https://www.wsj.com/world/asia/chinese-family-hotel-spy-jet-switzerland-712fe15cst=z6vw7c0oioi77ir&reflink=article_copyURL_share https://www.wsj.com/world/asia/chinese-family-hotel-spy-jet-switzerland-712fe15cst=z6vw7c0oioi77ir&reflink=article_copyURL_share"  
[X Link](https://x.com/med__twi/status/1791707237662032331)  2024-05-18T05:47Z [---] followers, [--] engagements


"@Maximus_Holla Now this: Payne Christopher D buying [------] shares of HIMS / Hims & Hers Health Inc. at $1951763.00"  
[X Link](https://x.com/med__twi/status/1793376769199997147)  2024-05-22T20:21Z [---] followers, [--] engagements


"@CloisterRes Rate cut expectations probably more relevant. But CEO is still worst case"  
[X Link](https://x.com/med__twi/status/1793705491572330525)  2024-05-23T18:08Z [---] followers, [---] engagements


"@sharkbiotech You dont think that it has been primarily caused by the correction of rate cut expectations"  
[X Link](https://x.com/med__twi/status/1793737575456182657)  2024-05-23T20:15Z [---] followers, [---] engagements


"Adding $CLRB here. Think $JNJ toxicity not directly relevant for CLRB. Hope yields will find their peak in the next days so $XBI may stabilize. If yields continue to increase we might revisit last years lows IMO"  
[X Link](https://x.com/med__twi/status/1795518559327518777)  2024-05-28T18:12Z [---] followers, [---] engagements


"$IMMP halted $MRK supply agreement for pembrolizumab phase III efti/pembro NSCLC n=750. PD-L1 all-comers. https://www.immutep.com/detail/immutep-announces-clinical-collaboration-with-msd-to-evaluate-efti-in-combination-with-keytruda-r-pembrolizumab-in-pivotal-phase-iii-trial.html https://www.immutep.com/detail/immutep-announces-clinical-collaboration-with-msd-to-evaluate-efti-in-combination-with-keytruda-r-pembrolizumab-in-pivotal-phase-iii-trial.html"  
[X Link](https://x.com/med__twi/status/1797544448240546048)  2024-06-03T08:22Z [---] followers, [---] engagements


"Todays theme in $XBI seems to be quality / buyout candidate sell-off $BBIO $JANX $VKTX $CYTK et al. index only slightly down but feels like more pain"  
[X Link](https://x.com/med__twi/status/1798015449776689398)  2024-06-04T15:34Z [---] followers, [----] engagements


"@Biohazard3737 Well that Ozempic just paid for itself"  
[X Link](https://x.com/med__twi/status/1799905602761572763)  2024-06-09T20:45Z [---] followers, [---] engagements


"@Biohazard3737 To be fair this was also driven by strong political influence. At least in the EU"  
[X Link](https://x.com/med__twi/status/1804615809412603915)  2024-06-22T20:41Z [---] followers, [---] engagements


"@ag76_biotech Propose a new index for small-/mid cap bios up to $5B. Possible tickers: $CRP or $TRD however this would most likely end up being a leveraged vehicle to bet on rate dynamics"  
[X Link](https://x.com/med__twi/status/1805938590012043502)  2024-06-26T12:18Z [---] followers, [---] engagements


"Wow. The Wall Street Journal out with an article on the World Economic Forum that hits hard:"  
[X Link](https://x.com/med__twi/status/1807285974096847000)  2024-06-30T05:32Z [---] followers, [---] engagements


"Any opinions on using Hansa's imlifidase for re-treatment of AAV-mediated gene tx. Is immunity mostly humoral and IgG-mediated Maybe noob question just trying to understand what might influence the $SRPT / $SLDB / $RGNX situation. Presentation here: https://www.hansabiopharma.com/files/Presentations/2023/20240202_HNSA_-_Q4_2023_Road_Show_Presentation_FINAL.pdf https://www.hansabiopharma.com/files/Presentations/2023/20240202_HNSA_-_Q4_2023_Road_Show_Presentation_FINAL.pdf"  
[X Link](https://x.com/med__twi/status/1807476372320735604)  2024-06-30T18:08Z [---] followers, [----] engagements


"@Hall8Jack Thanks I have seen this study but it does not seem to address re-treatment specifically. If humoral IgGs are the primary problem of re-AAV-mediated-gene-Tx one key argument against using [----] now would not be valid anymore (i.e. one shot possible but not more)"  
[X Link](https://x.com/med__twi/status/1807486376335552664)  2024-06-30T18:48Z [---] followers, [---] engagements


"@Hall8Jack My point is: This drug undoubtedly works as it eliminates IgG over a certain time interval. If anti-AAV-IgG at a short time interval is the primary obstacle to re-treatment it can certainly be addressed"  
[X Link](https://x.com/med__twi/status/1807486903585054850)  2024-06-30T18:50Z [---] followers, [---] engagements


"$CVAC sells rights to all COVID and influenza-related vaccines to $GSK - $400M upfront - $1.05B milestones Announces restructuring 30% workforce reduction. https://www.curevac.com/en/curevac-initiates-strategic-restructuring-to-align-resources-with-focus-on-high-value-mrna-pipeline-opportunities/ https://www.curevac.com/en/gsk-and-curevac-to-restructure-collaboration-into-new-licensing-agreement/ https://www.curevac.com/en/curevac-initiates-strategic-restructuring-to-align-resources-with-focus-on-high-value-mrna-pipeline-opportunities/"  
[X Link](https://x.com/med__twi/status/1808384970865455489)  2024-07-03T06:19Z [---] followers, [----] engagements


"@trader_53 Vielleicht zustzlich noch die neuen Grospenden von Elon Musk und die Nhe von Vance zu Thiel (und damit Musk). Das schlgt im Endeffekt in dieselbe Kerbe US Geschft wird mglicherweise schwieriger"  
[X Link](https://x.com/med__twi/status/1813130754999603281)  2024-07-16T08:37Z [---] followers, [--] engagements


"$XBI Limit down tomorrow because of this and because it always works if something new happens that is not directly associated with lower rates Or did everyone expect that outcome and we sold end of last week and go up on the news BREAKING: Kamala Harris endorsed by Biden to replace him is left of the president on health care https://t.co/PDabLlprII via @statnews @owermohle @rachelcohrs BREAKING: Kamala Harris endorsed by Biden to replace him is left of the president on health care https://t.co/PDabLlprII via @statnews @owermohle @rachelcohrs"  
[X Link](https://x.com/med__twi/status/1815118819440181565)  2024-07-21T20:17Z [---] followers, [---] engagements


"$PMVP (et al. related to P53 companies) TP53: - Discovered [--] years ago most cited gene all time - No therapies - [---] million people currently living will die of TP53 mutant cancers without new therapies Our Preprint: - A general strategy for TP53 missense mutant cancers (majority) with prototype small molecules https://t.co/BpWgE8Doam TP53: - Discovered [--] years ago most cited gene all time - No therapies - [---] million people currently living will die of TP53 mutant cancers without new therapies Our Preprint: - A general strategy for TP53 missense mutant cancers (majority) with prototype"  
[X Link](https://x.com/med__twi/status/1817880534803992740)  2024-07-29T11:11Z [---] followers, [---] engagements


"Not a friend of Sareptas special treatment at the FDA but from a pure trading perspective todays negative headlines were probably well-anticipated and might represent a low for now. $SRPT"  
[X Link](https://x.com/med__twi/status/1818011722885775532)  2024-07-29T19:52Z [---] followers, [---] engagements


"@Biohazard3737 Together with Porsche which was saved by Wiedeking himself. Would have been nice if he had crowned that by taking out VW back then together with Hrter. Unfortunately blocked by politics and unions"  
[X Link](https://x.com/med__twi/status/1819324983702618174)  2024-08-02T10:50Z [---] followers, [---] engagements


"Good article by @WSJ about the Nord Stream [--] operation. https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839cst=uqm2lsvxckm3xdj&reflink=article_copyURL_share https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839cst=uqm2lsvxckm3xdj&reflink=article_copyURL_share"  
[X Link](https://x.com/med__twi/status/1823948177365508427)  2024-08-15T05:01Z [---] followers, [---] engagements


"@NotJanetYellen7 @BayAreaBiotechI Sports plus water"  
[X Link](https://x.com/med__twi/status/1826260999688863971)  2024-08-21T14:12Z [---] followers, [--] engagements


"@AaronRosenblum5 @Banana_Oncology That change has been submitted seven days ago dont you think they would have disclosed if it was more than an error"  
[X Link](https://x.com/med__twi/status/1831347278105231492)  2024-09-04T15:03Z [---] followers, [---] engagements


"@obryanjf @RNAiAnalyst It works. It cleaves antibodies (specifically IgG). The problem is rather how to earn money with a one-and-done enzyme treatment"  
[X Link](https://x.com/med__twi/status/1834993296910782559)  2024-09-14T16:31Z [---] followers, [---] engagements


"@RNAiAnalyst @obryanjf Not sure. IVIG and plasma exchange PLEX are available as immunomodulatory options and there are several companies developing alternatives. Just look at the disclosures in the link for some relevant competition 😬 https://annexonbio.com/wp-content/uploads/2024/06/PNS_Final_ALL-Symposium-6.25.2024_website.pdf https://annexonbio.com/wp-content/uploads/2024/06/PNS_Final_ALL-Symposium-6.25.2024_website.pdf"  
[X Link](https://x.com/med__twi/status/1835031690734928201)  2024-09-14T19:03Z [---] followers, [---] engagements


"@RNAiAnalyst @obryanjf However I am certain that there is a need for acute clearing of IgG in the setting of (re-)gene therapies and (re-)cell therapies. Furthermore I would love to try the drug in other antibody-mediated diseases which are typically IgG-mediated. E.g. ITP https://ashpublications.org/blood/article/140/Supplement%201/8562/489191/Successful-Desensitization-of-Severe-Alloimmune https://ashpublications.org/blood/article/140/Supplement%201/8562/489191/Successful-Desensitization-of-Severe-Alloimmune"  
[X Link](https://x.com/med__twi/status/1835033114810232879)  2024-09-14T19:09Z [---] followers, [---] engagements


"@RNAiAnalyst @obryanjf But: On the commercial side it is still a one-time enzyme treatment for +/- rare indications and the commercial aspect is certainly the key point of the story. A buyout by a cell-/or gene therapy company may be a good exit but cant bet on that"  
[X Link](https://x.com/med__twi/status/1835033890030768475)  2024-09-14T19:12Z [---] followers, [---] engagements


"@Adrian_H @monaco_biotech Blur starting at column [--] looks sus I.e. some copy-paste photoshop et al"  
[X Link](https://x.com/med__twi/status/1835052169479045332)  2024-09-14T20:25Z [---] followers, [---] engagements


"@Adrian_H @monaco_biotech Tough one. See some copy-/cut-paste stuff in the blur and also overlapping the frame but no copied bands as far as I can say. I dont think I would have rejected that as a reviewer (aside from showing the whole blot scan in the supplementary which is always helpful)"  
[X Link](https://x.com/med__twi/status/1835056203166089552)  2024-09-14T20:41Z [---] followers, [---] engagements


"@trader_53 @ScroogeCap As an EU user hard to see the point v. iPhone [--] series; had hoped for better optical zoom. Potential AI features (EU) and improved video are all that is to it. May upgrade nonetheless but have to think if it is worth the effort. Asia with strong comp by Huawei and others"  
[X Link](https://x.com/med__twi/status/1835625007751295057)  2024-09-16T10:21Z [---] followers, [--] engagements


"$BWXT $MIR $OKLO + miners $BHP $CCJ $NXE etc. Fourteen institutions including Citi Morgan Stanley and Goldman Sachs will pledge to support a goal to triple the world's nuclear energy capacity by [----]. https://t.co/ZoSetrdfMS https://t.co/ADaaSIM5j3 Fourteen institutions including Citi Morgan Stanley and Goldman Sachs will pledge to support a goal to triple the world's nuclear energy capacity by [----]. https://t.co/ZoSetrdfMS https://t.co/ADaaSIM5j3"  
[X Link](https://x.com/med__twi/status/1838116565515944323)  2024-09-23T07:21Z [---] followers, [---] engagements


"@PaulSargos @Achard_Verane I assume its darolutamid plus ADT in the experimental arm not darolutamid mono If true Gynecomastia should not occur too often. If Darolutamid mono is used one could prophylactically irradiate the areolae using electron beam RT with (e.g.) 4x4 Gy (or similar schedules)"  
[X Link](https://x.com/med__twi/status/1846460334699065358)  2024-10-16T07:57Z [---] followers, [--] engagements


"@agnostoxxx @GeneInvesting @monaco_biotech @peter_mantas @Logos_LP @Maximus_Holla Possible. Especially since the number of persons who urinated in the tunnel is more limited vs. monitoring sewer systems"  
[X Link](https://x.com/med__twi/status/1847577601260376473)  2024-10-19T09:56Z [---] followers, [----] engagements


"Alnylam probably a better @DGK_org sponsor than Bridge Bio as Vutrisiran results are advertised in Germany via X. $ALNY $BBIO $PFE"  
[X Link](https://x.com/med__twi/status/1847665632982008272)  2024-10-19T15:46Z [---] followers, [---] engagements


"@Bios_n_Techs @RuiHuang_art Just amazing art IMO. If we are able to produce such structures at a certain point in the future I am sure commodities wont be a limitation"  
[X Link](https://x.com/med__twi/status/1851349407092158924)  2024-10-29T19:44Z [---] followers, [--] engagements


"@RNAiAnalyst I think the market also appreciates the potential of the oncology pipeline: SAR446309 (AMX-818) SAR446329 (AMX-500) and SAR446368 (AMX-525); which were re-named and highlighted in the quarterly and the Q&A. $JANX honorably mentioned as well $VIR"  
[X Link](https://x.com/med__twi/status/1852997272033743027)  2024-11-03T08:52Z [---] followers, [---] engagements


"$VIR VIR-5818 was SAR446309 (formerly: AMX-818) target: Her2. VIR-5500 was SAR446329 (formerly: AMX-500) target: PSMA. VIR-5525 was SAR446368 (formerly: AMX-525) target: EGFR"  
[X Link](https://x.com/med__twi/status/1852999218387918894)  2024-11-03T09:00Z [---] followers, [----] engagements


"@niubi1988 Unfortunately not. Have not looked at it since Reneo merger"  
[X Link](https://x.com/med__twi/status/1853047303608709430)  2024-11-03T12:11Z [---] followers, [--] engagements


"@Banana_Oncology Yes. Sanofi initiated the trials after it bought the assets from Amunix in 12/21; deal closed in 02/22 for $1 B. Sanofi sold the stuff to $VIR for $100M upfront + $323M (dev)+$1.488B (com) milestones+royalties (single-low double) which they acquired [--] years prior"  
[X Link](https://x.com/med__twi/status/1853172555605303480)  2024-11-03T20:29Z [---] followers, [---] engagements


"@Biohazard3737 @inshatters1 Trump wins interest rates XBI RFK Jr. takes health everything is approved but nothing reimbursed Harris wins drug prices must come down patent practices must be reformed . So either way it is all bad; so maybe XBI goes up because everyone is bearish"  
[X Link](https://x.com/med__twi/status/1853180603836875154)  2024-11-03T21:01Z [---] followers, [---] engagements


"@jfais20 No position in VKTX but do we really think a Trump administration will force the FDA to accept China-only data Always here for another $XBI bear case but thats unrealistic IMO"  
[X Link](https://x.com/med__twi/status/1858872797742629341)  2024-11-19T13:59Z [---] followers, [---] engagements


"$MDGL buyout rumors"  
[X Link](https://x.com/med__twi/status/1858896259941077411)  2024-11-19T15:32Z [---] followers, [----] engagements


"Mr. Fribourg continues to buy $EL and bought shares for approximately $25 M in total over the last few days if I added correctly. Talk about conviction at these levels"  
[X Link](https://x.com/med__twi/status/1859345947966296315)  2024-11-20T21:19Z [---] followers, [---] engagements


"One for the pharma skeptics. $MRK https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-finds-widely-used-asthma-drug-impacts-brain-2024-11-22/ https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-finds-widely-used-asthma-drug-impacts-brain-2024-11-22/"  
[X Link](https://x.com/med__twi/status/1860048931759227253)  2024-11-22T19:53Z [---] followers, [---] engagements


"@Sports_bios @semodough Sorry. Found it myself. Amazing this went through review"  
[X Link](https://x.com/med__twi/status/1860786174417150207)  2024-11-24T20:42Z [---] followers, [---] engagements


"@Sports_bios @semodough It is actually a very good eye. I could not read it out of your graph because I assumed the difference in the curves at 24m was due to a higher number of censored patients in the placebo arm weighing each event higher. But there were even more censored pts in the vutrisiran arm"  
[X Link](https://x.com/med__twi/status/1860789226381426781)  2024-11-24T20:54Z [---] followers, [---] engagements


"@firstadopter How good is an analysis of tweets on a subject Seems like Grok is the only AI which can use tweets in its analyses. Would be good in certain areas where real-time analysis of tweets would provide a knowledge advantage"  
[X Link](https://x.com/med__twi/status/1863207584695513465)  2024-12-01T13:04Z [---] followers, [--] engagements


"Retrospective study but maybe leading to some Tx beyond progression as seen in immunotherapy a few years ago. Lets see further studies. $AZN In pts with #EGFR #NSCLC what is the value of continuing osimertinib with platinum-pemetrexed after progression vs stopping osimertinib & switching to platinum pemetrexed Im proud to present our multi-center retrospective international series published in @LungCancer 🧵 https://t.co/TiN8Alo2yl In pts with #EGFR #NSCLC what is the value of continuing osimertinib with platinum-pemetrexed after progression vs stopping osimertinib & switching to platinum"  
[X Link](https://x.com/med__twi/status/1863217311823413595)  2024-12-01T13:43Z [---] followers, [---] engagements


"Beautiful update on $JANX today. I still think this thing gets taken out sooner or later. Well see"  
[X Link](https://x.com/med__twi/status/1863700063442133174)  2024-12-02T21:41Z [---] followers, [---] engagements


"@bigpharmaguy $BAYRY should just try to SPAC Monsanto at this point or spin it off as a bad bank. If they come for them on top of the ongoing litigations it is over. This was likely the worst buyout in the history of financial markets"  
[X Link](https://x.com/med__twi/status/1864409331141128627)  2024-12-04T20:39Z [---] followers, [---] engagements


"Would be nice if we could keep $XBI above [--] despite this series of blow ups. In the past week biotech had at least [--] clinical trial failures and [--] clinical trial discontinuations due to safety sending a lot of these stocks down 70%+ Meanwhile you could have just bought Fartcoin. In the past week biotech had at least [--] clinical trial failures and [--] clinical trial discontinuations due to safety sending a lot of these stocks down 70%+ Meanwhile you could have just bought Fartcoin"  
[X Link](https://x.com/med__twi/status/1867229438473040000)  2024-12-12T15:26Z [---] followers, [---] engagements


"$XBI investors after the election: Please enjoy these ducks changing their minds. https://t.co/tDPZMgCddk Please enjoy these ducks changing their minds. https://t.co/tDPZMgCddk"  
[X Link](https://x.com/med__twi/status/1870793374376382703)  2024-12-22T11:27Z [---] followers, [---] engagements


"@PiQSuite The German FDP needs a liberal replacement in Germany or the party needs completely new staff. This is like peak stupid German money jumping on the populism Bitcoin train when even fartcoin and hawk rush coins have already imploded"  
[X Link](https://x.com/med__twi/status/1873644142485774493)  2024-12-30T08:15Z [---] followers, [--] engagements


"@trader_53 Timely: I think owning Veeva at [--] times this year's earnings ($VEEV) will be very difficult after reading this shot across the bow. How many clients have they taken already We are long $CRM for the charitable trust. I think owning Veeva at [--] times this year's earnings ($VEEV) will be very difficult after reading this shot across the bow. How many clients have they taken already We are long $CRM for the charitable trust"  
[X Link](https://x.com/med__twi/status/1876222747891859498)  2025-01-06T11:02Z [---] followers, [---] engagements


"Newest results from $VIR validated the pipeline and also the approach of $JANX. TCE from both will likely have a place in the treatment of solid tumors and will likely be in earlier lines than logistically complicated approaches such as PSMA-targeted radioactive molecules. @RNAiAnalyst I think the market also appreciates the potential of the oncology pipeline: SAR446309 (AMX-818) SAR446329 (AMX-500) and SAR446368 (AMX-525); which were re-named and highlighted in the quarterly and the Q&A. $JANX honorably mentioned as well $VIR https://t.co/mfTpeiJiOP @RNAiAnalyst I think the market also"  
[X Link](https://x.com/med__twi/status/1877269993659814356)  2025-01-09T08:23Z [---] followers, [----] engagements


"@cap_zay @StockTalk416 According to @LogicalThesis $MCY was still available. $MCY Mercury insurance is one of the last remaining home insurances that cover fire damage in CA after the rest left. That includes wild fire. As of their [----] annual report they had $1.1B of reinsurance. Beyond that they will have liability. This is the worst event since the https://t.co/zykKJ3j3Zt $MCY Mercury insurance is one of the last remaining home insurances that cover fire damage in CA after the rest left. That includes wild fire. As of their [----] annual report they had $1.1B of reinsurance. Beyond that they"  
[X Link](https://x.com/med__twi/status/1877376031717294155)  2025-01-09T15:25Z [---] followers, [---] engagements


"Quality XBI names selling off prior to JPM together with the sector. Not exactly optimistic at this point but I hope that there is at least some M&A activity incoming to stop the bleeding. $RCKT $JANX $CYTK $MDGL $ASND etc"  
[X Link](https://x.com/med__twi/status/1877766270898045222)  2025-01-10T17:15Z [---] followers, [---] engagements


"Whats the long-term result of the annexation of Greenland by the US The only defense for small countries if alliances are unreliable and allies threaten them would be nuclear deterrence. Therefore a proliferation of nukes and hypersonic missiles is the logical consequence IMO"  
[X Link](https://x.com/med__twi/status/1878494201484054637)  2025-01-12T17:28Z [---] followers, [---] engagements


"@Maximus_Holla Could someone please just reverse $TLT Probably a soon-to-be commander in chief tweet that Canada Denmark and other allies aint that bad and actually good friends and we dont really need tariffs"  
[X Link](https://x.com/med__twi/status/1879185162879267325)  2025-01-14T15:13Z [---] followers, [---] engagements


"@ByMadeleineA @adar170 Obesity is far from cured and remains a problem. Not COVID (outside of certain social circles and outside of some real high-risk populations). COVID was comparable to the Hep-C/ $GILD situation IMO"  
[X Link](https://x.com/med__twi/status/1879187508308963668)  2025-01-14T15:23Z [---] followers, [---] engagements


"Hopefully the bottom is in after the weekend in biotech. $XBI"  
[X Link](https://x.com/med__twi/status/1879970618952806838)  2025-01-16T19:14Z [---] followers, [---] engagements


"Not much discussion about $DOMH on this hellhole; 5-minute primer: - formerly biotech ShitCo - now wealth management and investor in private companies - Trump trade (somewhat) - They own Anduril shares - Market cap below $20 m"  
[X Link](https://x.com/med__twi/status/1883902786359972178)  2025-01-27T15:40Z [---] followers, [----] engagements


"Banana Republic. https://x.com/brendan_duke/status/1884417498969166247s=46&t=VAdE5cfge0feGbRq5FbwlA Hoo boy. https://t.co/aKSLo6MMX3 https://x.com/brendan_duke/status/1884417498969166247s=46&t=VAdE5cfge0feGbRq5FbwlA Hoo boy. https://t.co/aKSLo6MMX3"  
[X Link](https://x.com/med__twi/status/1884594501701767450)  2025-01-29T13:28Z [---] followers, [---] engagements


"Why are $VIR and $JANX down on an $XBI up day Will we eliminate prostate cancer now that no one gets processed food and vaccines under strict RFK regulations"  
[X Link](https://x.com/med__twi/status/1886883163265180051)  2025-02-04T21:02Z [---] followers, [---] engagements


"@Maximus_Holla @Sanctuary_Bio Merck KGaA (Darmstadt Germany) vs. $MRK (which bought HARP if I remember correctly). They have a common history but are different companies"  
[X Link](https://x.com/med__twi/status/1888988870462566830)  2025-02-10T16:30Z [---] followers, [---] engagements


"@Maximus_Holla @Sanctuary_Bio Yes. Basically $MRK = MSD and $MRK.Xetra is EMD Serono. German origins in both cases. Similar to Abbvie which was listed by Abbott in [----] after it had bought it in [----] from the the German BASF. Pretty sure BASF and Merck KGaA would be happy if they still owned the businesses"  
[X Link](https://x.com/med__twi/status/1888991869784273402)  2025-02-10T16:42Z [---] followers, [---] engagements


"Probably wishful thinking but there is so much negativity priced in at this point that better-than-expected might be sufficient for $XBI to recover some. Especially if $SWTX goes through. Hopefully this will turn pre-commercial biotech around too. One fear among industry about the EO was that even "user fee" employees would be touched. It appears FDA could be protected by phrasing in the EO referring to functions "mandated by statute" and to functions "related to public safety." The order grants DOGE a great deal of One fear among industry about the EO was that even "user fee" employees would"  
[X Link](https://x.com/med__twi/status/1889571377264341186)  2025-02-12T07:04Z [---] followers, [---] engagements


"$CYTK $ARQT #betaville be like"  
[X Link](https://x.com/med__twi/status/1890495869503365334)  2025-02-14T20:18Z [---] followers, [----] engagements


"@dkcrypto13 @W30Hertz Disagree. Deterrence is based on the assumption that it will also be applied. Do you really think P is afraid that France and Britain will make a first strike once conventional Russian forces cross the U/R border Sufficient conventional deterrence must be achieved"  
[X Link](https://x.com/med__twi/status/1895830954914320773)  2025-03-01T13:38Z [---] followers, [--] engagements


"@Biohazard3737 - FTC uncertainty - Politics in the US are hard to grasp from an EU/Swiss perspective or from another ex US pharma - Trump(-team) might release executive orders damaging markets/prices/access at any time - Market in general looks like it can sell more - RFK remains a risk"  
[X Link](https://x.com/med__twi/status/1896645339563929809)  2025-03-03T19:34Z [---] followers, [---] engagements


"@A_May_MD $SWTX"  
[X Link](https://x.com/med__twi/status/1903421214678188173)  2025-03-22T12:19Z [---] followers, [----] engagements


"@RyanSTTrader They were obviously in talks with Merck as confirmed by both sides so there was actually a reason for the cancellation. The question is whether the talks fell apart"  
[X Link](https://x.com/med__twi/status/1904233415735414964)  2025-03-24T18:06Z [---] followers, [---] engagements


"@EdenRahim Lets add: Everyone is afraid of selling - until forced selling occurs - because if you sell Trump could send out a tweet or a large buyout may occur leading to a 10% rebound in $XBI and 20% in $BBC which you would miss"  
[X Link](https://x.com/med__twi/status/1907410791290056877)  2025-04-02T12:32Z [---] followers, [--] engagements


"$BA 🔴 Unprecedented: China begins phasing out Western aircraft. China Southern Airlines is selling its entire fleet of Boeing 787-8s10 jets and [--] enginesfor $550 million via a Shanghai auction. All aircraft were built between [--------]. Theyll be replaced with https://t.co/t2Jz2T0CwB 🔴 Unprecedented: China begins phasing out Western aircraft. China Southern Airlines is selling its entire fleet of Boeing 787-8s10 jets and [--] enginesfor $550 million via a Shanghai auction. All aircraft were built between [--------]. Theyll be replaced with https://t.co/t2Jz2T0CwB"  
[X Link](https://x.com/med__twi/status/1911374204248719801)  2025-04-13T11:01Z [---] followers, [---] engagements


"Notable change in trend in large/commercial vs. small/mid-/precommercial biotech. $XBI / $BBC weekly chart"  
[X Link](https://x.com/med__twi/status/1914378864022970882)  2025-04-21T18:01Z [---] followers, [---] engagements


"$518M cash value of VISEN as of March [--] (now considerably lower stock went from HK$ [--] HK$ [-----] as of today"  
[X Link](https://x.com/med__twi/status/1918034654461923829)  2025-05-01T20:07Z [---] followers, [---] engagements


"As always someone knew $BBC and $XBI started to underperform and sell-off well prior to the news. Congrats insiders"  
[X Link](https://x.com/med__twi/status/1919796867044438425)  2025-05-06T16:50Z [---] followers, [---] engagements


"$NAMS No surprises"  
[X Link](https://x.com/med__twi/status/1920449841835966587)  2025-05-08T12:04Z [---] followers, [---] engagements


"MFN pricing will be tough for partnered programs in which e.g. partner A holds US rights and partner B holds EU rights. What happens The drug is pulled in the EU B sues. The drug price in the US is reduced by 50% A sues. Company lawyers will have fun with this one. $XBI $BBC"  
[X Link](https://x.com/med__twi/status/1921883966061138288)  2025-05-12T11:03Z [---] followers, [---] engagements


"@DmitryKovalchuk Took another look at ADAP for the first time in years. Depressing. Working therapy for hard-to-treat and deadly cancer. Development financed by biotech investors. Now going-concern warning resulting in Chapter [--] and asset purchase or cheap buyout by pharma. State of Biotech"  
[X Link](https://x.com/med__twi/status/1925306521937661995)  2025-05-21T21:43Z [---] followers, [--] engagements


"Finally $BPMC $SNY $BPMC Press Release: Sanofi to acquire Blueprint Medicines expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology $129.00 per share in cash at closing $9.1 billion + CVR https://t.co/OFYq1uhj53 $SNY $BPMC Press Release: Sanofi to acquire Blueprint Medicines expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology $129.00 per share in cash at closing $9.1 billion + CVR https://t.co/OFYq1uhj53"  
[X Link](https://x.com/med__twi/status/1929404862283841894)  2025-06-02T05:09Z [---] followers, [----] engagements


"For the US guys: $ABVX currently available for [--] in European premarket trading"  
[X Link](https://x.com/med__twi/status/1947905972820742482)  2025-07-23T06:25Z [---] followers, [---] engagements


"@StanphylCap Like Roche Novartis and all the other well-known cheese producers"  
[X Link](https://x.com/med__twi/status/1951268801070121316)  2025-08-01T13:08Z [---] followers, [--] engagements


"Up a cool 40% since November. New Insider buy is $IFF but probably associated with his appointment to the board. $EL $IFF http://www.afp.com/en/infos/iff-appoints-paul-j-fribourg-and-jesus-b-mantas-board-directors http://www.afp.com/en/infos/iff-appoints-paul-j-fribourg-and-jesus-b-mantas-board-directors"  
[X Link](https://x.com/med__twi/status/1954071348474495047)  2025-08-09T06:44Z [---] followers, [---] engagements


"Is the sell-off in $CTMX caused by the fact that there were no new information shared in the BiotechTV interview yesterday or did I miss something Study data seemed all in line with the latest updates.  : @CytomXInc's years of work on its 'Probody' masking technology may be paying off at a time when there is growing focus on this approach - it presented key initial data on its EpCAM ADC in May. $CTMX Full video: https://t.co/IMkk13geG5 https://t.co/pkT1FjUVlu  : @CytomXInc's years of work on its 'Probody' masking technology may be paying off at a time when there is growing focus on this"  
[X Link](https://x.com/med__twi/status/1955289140401946725)  2025-08-12T15:23Z [---] followers, [----] engagements


"@AaronRosenblum5 @MSollender Company should send a PR at this point. Even in case of grade IV events would be better than uncertainty. Diarrhea and nausea/emesis can be addressed"  
[X Link](https://x.com/med__twi/status/1955351903560151137)  2025-08-12T19:33Z [---] followers, [---] engagements


"$CTMX So this was the MNPI that had leaked and triggered the sell-off: Grade V event likely acute kidney failure triggered by exsiccosis which was caused by nausea/emesis/diarrhea. https://ir.cytomx.com/news-releases/news-release-details/cytomx-therapeutics-provides-update-cx-2051-phase-1-study/ https://ir.cytomx.com/news-releases/news-release-details/cytomx-therapeutics-provides-update-cx-2051-phase-1-study/"  
[X Link](https://x.com/med__twi/status/1955604005461131697)  2025-08-13T12:15Z [---] followers, [----] engagements


"@grok @A_May_MD @LY4101174 @EggCapitalWS Well. Then you are either blocked by Google trends or outputs depend on device/location. For me the output looks like the initial tweet. I am neutral on a buyout but the difference in outputs seems surprising. Whats your explanation if you assume that the screenshots are real"  
[X Link](https://x.com/med__twi/status/1958289660175659499)  2025-08-20T22:06Z [---] followers, [--] engagements


"@grok @A_May_MD @LY4101174 @EggCapitalWS Thanks. Your answer is interesting because neither ChatGPT (GPT-5) nor Perplexity (standard model) were allowed to access the link or the data by Google. See screenshots. Please estimate the likelihood that you have limited access to Google Trends without knowing it"  
[X Link](https://x.com/med__twi/status/1958292417733341629)  2025-08-20T22:17Z [---] followers, [--] engagements


"@EricTheUmpire @StockJabber Just when I thought $MTCH would finally be out of the woods"  
[X Link](https://x.com/med__twi/status/1960450326198129074)  2025-08-26T21:12Z [---] followers, [--] engagements


"$RNA at $37 looks like a solid long-term bet at this point"  
[X Link](https://x.com/med__twi/status/1965877975943098805)  2025-09-10T20:40Z [---] followers, [----] engagements


"@JoseRestonVA @MSollender Selling MTSR into the buyout makes me feel sad because it was one of the last stocks that Sports used to cover"  
[X Link](https://x.com/med__twi/status/1970060881019982121)  2025-09-22T09:41Z [---] followers, [--] engagements


"@jq1234t @AaronRosenblum5 @Biohazard3737 You think this will be reimbursed as an intervention"  
[X Link](https://x.com/med__twi/status/1972722116652114335)  2025-09-29T17:56Z [---] followers, [---] engagements


"@AaronRosenblum5 @jq1234t @Biohazard3737 I am located in Germany and TBH we have stuff like that in many fields (SIRT for liver mets gastric balloons for obesity etc.) but always a black box how that stuff will be reimbursed in countries where you actually earn money with interventions (i.e. the US)"  
[X Link](https://x.com/med__twi/status/1972725087729291500)  2025-09-29T18:08Z [---] followers, [---] engagements


"Theranos BOD vibes coming in strongly at $IONQ"  
[X Link](https://x.com/med__twi/status/1972734842027852020)  2025-09-29T18:46Z [---] followers, [---] engagements


"@Jn66039675 Which dataset are you referring to"  
[X Link](https://x.com/med__twi/status/1977710191949774894)  2025-10-13T12:17Z [---] followers, [--] engagements


"$TIG pos P3 in Crohn's fistula http://t.co/qCVkyHH4VD MK134M http://t.co/S0DbVoDdby Crohn's prevalence 322/100000EU http://t.co/xIIu21jEnI http://www.ncbi.nlm.nih.gov/pubmed/22001864 http://www.bloomberg.com/quote/TIG:BB http://www.tigenix.com/en/pages/11/2015 http://www.ncbi.nlm.nih.gov/pubmed/22001864 http://www.bloomberg.com/quote/TIG:BB http://www.tigenix.com/en/pages/11/2015"  
[X Link](https://x.com/med__twi/status/635741434469965824)  2015-08-24T09:12Z [---] followers, [--] engagements


"Filgotinib P2 promising efficacy #crohns; final publication in Lancet $GILD $GLPG Editorial http://www.thelancet.com/journals/lancet/article/PIIS0140-6736(16)32538-7/fulltextelsca1=etoc http://www.thelancet.com/journals/lancet/article/PIIS0140-6736(16)32537-5/fulltextelsca1=etoc http://www.thelancet.com/journals/lancet/article/PIIS0140-6736(16)32538-7/fulltextelsca1=etoc http://www.thelancet.com/journals/lancet/article/PIIS0140-6736(16)32537-5/fulltextelsca1=etoc"  
[X Link](https://x.com/med__twi/status/822726745438752768)  2017-01-21T08:45Z [---] followers, [--] engagements

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