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# ![@medstudentinvst Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1948243155779792896.png) @medstudentinvst WaveStrum Life Sciences

WaveStrum Life Sciences posts on X about $rare, $rna, $nktr, $vktx the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1948243155779792896/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1948243155779792896/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +94%

### Mentions: XX [#](/creator/twitter::1948243155779792896/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1948243155779792896/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX +31%

### Followers: XXX [#](/creator/twitter::1948243155779792896/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1948243155779792896/c:line/m:followers.svg)

- X Week XXX +6.20%
- X Month XXX +171%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1948243155779792896/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1948243155779792896/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1948243155779792896/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXXX% [finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$rare](/topic/$rare) 16.13%, [$rna](/topic/$rna) #15, [$nktr](/topic/$nktr) #36, [$vktx](/topic/$vktx) #35, [$prme](/topic/$prme) #24, [$pcvx](/topic/$pcvx) #1, [$beam](/topic/$beam) #54, [$ntla](/topic/$ntla) #21, [alltime](/topic/alltime) #677, [upside](/topic/upside) XXXX%

**Top accounts mentioned or mentioned by**
[@darrenestes](/creator/undefined) [@stocksdd](/creator/undefined) [@adambliv](/creator/undefined) [@geneinvesting](/creator/undefined) [@javier944712106](/creator/undefined) [@pikabulb](/creator/undefined) [@andrews87261985](/creator/undefined)

**Top assets mentioned**
[SuperRare (RARE)](/topic/$rare) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Vaxcyte, Inc. Common Stock (PCVX)](/topic/$pcvx) [BEAM (BEAM)](/topic/$beam) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Bitcoin (BTC)](/topic/bitcoin) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [uniQure N.V. (QURE)](/topic/$qure) [Sable Offshore Corp. (SOC)](/topic/$soc) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Public Service Enterprise Group, Inc. (PEG)](/topic/$peg)
### Top Social Posts [#](/creator/twitter::1948243155779792896/posts)
---
Top posts by engagements in the last XX hours

"October 10th 2025 Daily Update I allocated the remaining $RNA cash to $JANX today. If $NKTR continues to move down I will likely exit the tiny $BEAM and $VKTX holdings and put those towards $NKTR. Portfolio as a whole drew back about XXX% today largely driven by the top X positions in the portfolio ( $PRME $NTLA $PEPG). I expect $PRME and $PEPG to continue to experience significant volatility over the short to medium term and consider these price movements irrelevant unless my long-term thesis on the business changes or new data emerges. Though it means the portfolio as a whole is likely to"  
[X Link](https://x.com/medstudentinvst/status/1976791208090353940) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-10T23:25Z XXX followers, 2486 engagements


"Im not really sure what there is to debate here. Yes setrusumab has a reasonable probability for success hence my investment in $RARE. However it quite obviously does not have a XXX% chance of success. Consequently $MREO carries more risk into the FA with $MREO s downside case being a complete decimation of the stock and $RARE s downside case ranging from mid teens to effectively flat. Do you disagree with that As I have said I dont want $MREO s binary risk exposure when $RARE has likely 2x upside with a baseline commercial business generating hundreds of millions of dollars in revenue. If"  
[X Link](https://x.com/medstudentinvst/status/1975260368822808753) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-06T18:02Z XXX followers, XXX engagements


"Closed out the $RNA position today for effectively no gain given I think there are higher return opportunities in biotech. Put half into $QURE. The remaining half is in cash and will look to deploy in the future"  
[X Link](https://x.com/medstudentinvst/status/1975991061450571867) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-08T18:25Z XXX followers, XXX engagements


"Just closed small remaining positions in $VKTX and $BEAM. Proceeds went into $NKTR. Portfolio weights will be updated in daily update tonight"  
[X Link](https://x.com/medstudentinvst/status/1978472233396732196) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T14:45Z XXX followers, XXX engagements


"October 8th 2025 Daily Update All-time high. $NTLA and $PRME with big days. Though I would not be surprised to see continued volatility and a retraction. The gains for $NTLA are really little more than just noise until the data readouts in a few weeks. As mentioned in a previous post I exited $RNA at an effectively flat valuation. This is largely a function of believing there are biotech companies with similar risk profiles that have a higher upside rather than a negative view of $RNA. Certainly could be bought out and there is likely upside there. I initially entered $RNA as a relatively"  
[X Link](https://x.com/medstudentinvst/status/1976018897498255644) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-08T20:16Z XXX followers, XXX engagements


"Mostly just wanted to put the cash towards $NKTR. My view on $VKTX continue to be it likely has a market and upside if it maintains headline efficacy lead in the GLP-1 / GIP agonist class regardless of any side-effect incidence matched comparisons though competition from big players is intense and CMC remains important. I think it's likely continue to show in upcoming data readouts"  
[X Link](https://x.com/medstudentinvst/status/1978474237909176407) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T14:53Z XXX followers, XXX engagements


"Lorenzo "Botswana" (who has $1Bn of AUM a PhD XX other acronyms and clips $20M of annual management fees given he obviously is a X and XX guy minimum) shorted $SOC at $XX as announced after the fact. Word is he was also long $SPRB as announced the day after it increased XX trillion percent. Are there any investor materials available for a highly interested prospective LP such as myself"  
[X Link](https://x.com/medstudentinvst/status/1978494913189703975) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T16:15Z XXX followers, 4612 engagements


"@AdamBLiv Alternatively you could just buy an asset that has a XXX% CAGR. Neither a 401k nor bitcoin necessary. I am the quant now"  
[X Link](https://x.com/medstudentinvst/status/1978524731780345899) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T18:13Z XXX followers, XX engagements


"Right. OI represents the predominant driver of $RARE s upside. However the baseline commercial business of $RARE is probably worth around $XX per share. That provides substantial downside protection if setrusumab fails at the Final Analysis. In such a scenario $RARE will probably trade no lower than mid-teens immediately following the news and still has a reasonable chance to recover to those high twenties levels and higher if Angelman proves to be a commercially successful therapy. In contrast If setrusumab fails $MREO will be wiped out and thats particularly true if Alvelestat is considered"  
[X Link](https://x.com/medstudentinvst/status/1975244521681395728) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-06T16:59Z XXX followers, XXX engagements


"August 22nd 2025 $PRME getting a nice little rip at the end of the week thanks to Jerome. $WVE has had a nice run recently. The limited reaction from $PCVX $NTLA and $RARE (fall / winter readout stocks) raises the probability of muted upside until their fall readouts hit. $ABVX continuing to inch up"  
[X Link](https://x.com/medstudentinvst/status/1958999216401129589) [@medstudentinvst](/creator/x/medstudentinvst) 2025-08-22T21:06Z XXX followers, XXX engagements


"October 16th 2025 Daily Update Markets go weeeeeeeeeeeeeeee portfolio comes back into the 70s after all but $RARE is red today. $RARE (and $PCVX to an extent) showed the most resilience. Again these are names that I think are likely to have high institutional interest and have not experienced the same run as some of the others. So not entirely surprised to see that"  
[X Link](https://x.com/medstudentinvst/status/1978918054227775740) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-16T20:16Z XXX followers, XXX engagements


"September 30th 2025 Daily Update This can't continue forever. but another all-time high today largely on the strength of $PRME. Good to see $PCVX back in the green too after announcing a $1Bn manufacturing deal with Thermo Fisher. My sense is $PCVX will be a beneficiary of a couple things: X. The market's realization that NIH / FDA isn't anti-vaccine it's anti-stupid vaccine. Or said more academically it's anti-vaccine for vaccines that have an unclear risk-reward tradeoff. In the United States pneumococcal pneumonia is estimated to result in approximately 150000 hospitalizations each year"  
[X Link](https://x.com/medstudentinvst/status/1973174061921357930) [@medstudentinvst](/creator/x/medstudentinvst) 2025-09-30T23:52Z XXX followers, 1072 engagements


"Wednesday October 15th 2025 Daily Update All-time high. Though always needs to be said this is a high risk portfolio and there are a number of upcoming events that could turn the ship right around. As mentioned closed the very small $BEAM and $VKTX positions today and put virtually all remaining cash into $NKTR"  
[X Link](https://x.com/medstudentinvst/status/1978553595974033891) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T20:08Z XXX followers, 1016 engagements


"Alternatively you could just buy an asset that has a XXX% CAGR. Neither a 401k nor bitcoin necessary. I am the quant now"  
[X Link](https://x.com/medstudentinvst/status/1978524780434255958) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T18:14Z XXX followers, XXX engagements


"$ABVX didn't update again and just realized so here is the corrected daily update for $ABVX's actual close price. No change to headline total return"  
[X Link](https://x.com/medstudentinvst/status/1976020094007275595) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-08T20:21Z XXX followers, XXX engagements


"Hypothesis for a contributor to $PEPG s differentiated splicing improvement in DM1. $RNA and $DYN use DMPK1 RNA silencers which degrade and destroy the DMPK mRNA. In contrast $PEPG s ASO binds to the CUG repeats and sterically blocks the hairpin loop formation allowing the DMPK mRNA transcript to be translated normally. Most biological systems have negative feedback loops. So an increase in expression production or activity or a molecule will trigger inhibition of the expression production or activity of that molecule. Given $PEPG allows the DMPK mRNA to operate normally and produce the DMPK"  
[X Link](https://x.com/medstudentinvst/status/1974397895387292146) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-04T08:55Z XXX followers, 1682 engagements


"Early Daily Update for posterity as I might never see this again and this whole thing could easily collapse tomorrow. The current portfolio is all green. The big glaring red mark is that dumb throwaway $MGX position I exited. The intrusive thoughts to re-enter and try and ride it until I erase that -XXXX% are flying simply fast and furious rn"  
[X Link](https://x.com/medstudentinvst/status/1978540347014946998) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T19:15Z XXX followers, XXX engagements


"$ALNY has returned 76.5x since inception. $10000 invested at $X would be $766500 today. $50000 would be $3.83M today. $100000 would be $7.66M The picture attached is $ALNY 's stock chart. This represents the argument for why to stay long in the face of volatility when invested in early stage biotechnology companies which you believe have a very good chance of seeing enormous value accretion over the long-term based on TAM competitive differentiation current valuation etc. $ALNY 's share price saw significant volatility over the years. It collapsed soared plateaued and everything in between."  
[X Link](https://x.com/medstudentinvst/status/1975685770737258774) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-07T22:12Z XXX followers, 1490 engagements


"Im not really sure what there is to debate here. Yes setrusumab has a reasonable probability for success hence my investment in $RARE. However it quite obviously does not have a XXX% chance of success. Consequently $MREO carries more risk into the FA with $MREO s downside case being a complete decimation of the stock and $RARE s downside case ranging from mid teens to effectively flat. Do you disagree with that As I have said I dont want $MREO s binary risk exposure when $RARE has likely 2x upside with a baseline commercial business generating hundreds of millions of dollars in revenue. If"  
[X Link](https://x.com/medstudentinvst/status/1975260106842341604) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-06T18:01Z XXX followers, XXX engagements


"I have seen a number of posts questioning the safety of $PEPG's DM1 therapy based on previously published results for $PEPG's DMD therapy. I think there are a few misunderstandings regarding safety that are important to clear up. For background $PEG 's EDO-DM1 treats Myotonic Dystrophy Type X. EDO-51 treated DMD XX. These are two very different genetic diseases and both the structure and functional objective of each therapy's ASO is correspondingly very different. First $PEPG's EDO-51 DMD program was terminated by PEPGEN for efficacy not for safety. The mean increase in dystrophin expression"  
[X Link](https://x.com/medstudentinvst/status/1973020486834507891) [@medstudentinvst](/creator/x/medstudentinvst) 2025-09-30T13:41Z XXX followers, 3624 engagements


"$PCVX continues to inch-up. They still have data to show of course. However in my personal view it was an absolute steal a steal to be able to get this in the 30's for a company as large it is with such a strong a cash position. Surprised it took as long as it did to see some of the sector gains biotech in general has seen especially after NIH made its vaccine position abundantly clear. $RARE is also inching up. Setrusumab is still an open question and is by no means guaranteed. However from a risk-reward perspective given downside is protected by the commercial business and has two other"  
[X Link](https://x.com/medstudentinvst/status/1978487036764934419) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T15:44Z XXX followers, XXX engagements