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

WaveStrum Life Sciences posts on X about $prme, in the, $nktr, $pepg the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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

- [--] Week [-----] -46%
- [--] Month [------] -13%
- [--] Months [-------] +333%
- [--] Year [---------] +11,724%

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

- [--] Week [--] +41%
- [--] Month [--] -7.50%
- [--] Months [---] +2,777%
- [--] Year [---] +37,500%

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

- [--] Week [-----] +1.30%
- [--] Month [-----] +3.60%
- [--] Months [-----] +2,793%

### CreatorRank: [---------] [#](/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

**Social category influence**
[stocks](/list/stocks)  43.27% [finance](/list/finance)  18.27% [cryptocurrencies](/list/cryptocurrencies)  16.35% [countries](/list/countries)  1.92% [technology brands](/list/technology-brands)  1.92%

**Social topic influence**
[$prme](/topic/$prme) #14, [in the](/topic/in-the) 19.23%, [$nktr](/topic/$nktr) #27, [$pepg](/topic/$pepg) #7, [$abvx](/topic/$abvx) #66, [daily](/topic/daily) 10.58%, [$ntla](/topic/$ntla) #18, [$pasg](/topic/$pasg) #6, [$qure](/topic/$qure) #31, [update](/topic/update) 7.69%

**Top accounts mentioned or mentioned by**
[@seedy19tron](/creator/undefined) [@capitalshipyard](/creator/undefined) [@biopharmiq](/creator/undefined) [@melvinriskmgmt](/creator/undefined) [@pawcio2009](/creator/undefined) [@amaymd](/creator/undefined) [@aditharun](/creator/undefined) [@augurbio](/creator/undefined) [@oligobio](/creator/undefined) [@kobeissiletter](/creator/undefined) [@vaibhavbetter](/creator/undefined) [@drjesstaylor](/creator/undefined) [@broadinstitute](/creator/undefined) [@zhaoweiasu](/creator/undefined) [@winklevosscap](/creator/undefined) [@geneinvesting](/creator/undefined) [@mrserikakirk](/creator/undefined) [@inthetrenches2](/creator/undefined) [@octopusking77](/creator/undefined) [@bioxray10](/creator/undefined)

**Top assets mentioned**
[Prime Medicine, Inc. (PRME)](/topic/$prme) [PepGen Inc. (PEPG)](/topic/$pepg) [Abivax SA (ABVX)](/topic/$abvx) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Passage (PASG)](/topic/$pasg) [uniQure N.V. (QURE)](/topic/$qure) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [BEAM (BEAM)](/topic/$beam) [SuperRare (RARE)](/topic/$rare) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [Eli Lilly and Company (LLY)](/topic/$lly) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Design Therapeutics, Inc. (DSGN)](/topic/$dsgn) [Metagenomi Technologies, LLC (MGX)](/topic/$mgx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"You are so emblematic of the banality of evil. How is it that the most mediocre and ineffectual of people people that would never stride into danger or demonstrate courage amidst great sacrifice are the ones that celebrate horrible violence the loudest. If you have to lie about Charlies points you dont have a point. Also even if he was someone who made the points you claim words are not violence no matter how much you may desperately wish to remain arrogantly removed from dissenting views. Viciously slaughtering someone speaking peacefully whilst his wife and children are watching is real"  
[X Link](https://x.com/anyuser/status/1966465412872204498)  2025-09-12T11:34Z [----] followers, [----] engagements


"This is actually not really the right argument to make against $PASG. [--]. $ALEC did not come remotely close to raising progranulin in the brain regions affected by FTD-GRN to the degree necessary to affect disease outcome in FTD-GRN. Consequently its failure has no meaningful read-through one way or another to $PASG. [--]. This is a misframing of the question. The question is not whether PBFT-02 will arrest FTD-GRN or substantially delay its progression by years. There is no doubt that in truly every single neurodegenerative disease there is an initial causative factor or set of causative factors"  
[X Link](https://x.com/medstudentinvst/status/2019534993689833988)  2026-02-05T22:13Z [----] followers, [----] engagements


"February 11th [----] Portfolio Update. Nice to be back above [--] on the $NKTR strength and $PEPG rebound even with $PRME trading at the low end of its range since the last equity raise. Not held above [--] the last few times so we'll see how it goes this time around"  
[X Link](https://x.com/medstudentinvst/status/2021763115482821110)  2026-02-12T01:47Z [----] followers, [----] engagements


"Daily Update December 2nd [----]. Another punishing day. $JANX dropped the portfolio only about 5.7%. So this shows how much of a hit the big positions of $PRME $NKTR $ABVX $PEPG and $PCVX have taken (and really all of the rest) over the last few days. I added a small bit to $PRME today. The rationale is the same as the last time I added and have reposted that rationale in the second post on this thread. I think the more unfriendly to biotech and chaotic the FDA seems (reversal of FDA alignment with $QURE clinical outcomes studies needed for vaccines not just immunogenicity Pazdur departure"  
[X Link](https://x.com/medstudentinvst/status/1996024488010342613)  2025-12-03T01:11Z [----] followers, [----] engagements


"December 4th [----] Daily Update Pleased thus far with the add to $PRME in that [----] range for the reasons described a few days back. Reclassified the $PRME buy stages a bit as technically there were [--] buys in that first stage and there are now [--] in the second buy stage and don't want to do the whole reformat. Made some rather large additional moves today. Super busy week so don't have time to go through the full rationales now. Will try to do this weekend. I closed the $PCVX position for a 29% gain and put all of it towards $ABVX. I think $PCVX will navigate the vaccine turmoil just fine in"  
[X Link](https://x.com/medstudentinvst/status/1996768766680609174)  2025-12-05T02:29Z [----] followers, [----] engagements


"December 9th [----] Daily Update Back above [--]. going to really try not to tank it with another $JANX performance this time around. All eyes on Marc"  
[X Link](https://x.com/medstudentinvst/status/1998582557362004131)  2025-12-10T02:36Z [----] followers, [----] engagements


"December 10th [----] Daily Update Forget to mention yesterday (can see in the post pic though) closed out the small $IVVD position and put it into $OVID"  
[X Link](https://x.com/medstudentinvst/status/1998902790148808724)  2025-12-10T23:48Z [----] followers, [----] engagements


"January 2nd [----] Daily Update $PEPG continues to run. I put $PEPG as my pick for @pawcio2009 's Biotech Squid games. It's now up over 500% since I bought it and.unfortunately for the purpose of the game. up 30% or so over the last [--] days. so it has definitely already made a substantial move. However it seemed more of a unique pick than some of the other potentials in my current portfolio. Further if its functional data this year (5mg / kg and 10mg / kg doses) shows best-in-class potential to go along with its current best in class mean splicing correction the upside here continues to be"  
[X Link](https://x.com/medstudentinvst/status/2007328280332865929)  2026-01-03T05:48Z [----] followers, [----] engagements


"You will have to explain your view here further. I would disagree and am quite surprised you think 10% market penetration by a best-in-class drug in DM1 is too high. There are no current DM1 therapies in market for us to compare $PEPG s therapy to. However a good disease comp wrt to commercialization dynamics is ATTR-CM. Estimates for ATTR-CM prevalence in the US alone range from about [-----] to upwards of [------]. Thats roughly in line with DM1. As an example the DM1 foundation estimates [------] DM1 patients in the US. Ive used the [-----] estimate. ATTR-CM disease profile is one of serious"  
[X Link](https://x.com/medstudentinvst/status/2007524952811934189)  2026-01-03T18:50Z [----] followers, [---] engagements


"If you want to learn how to be a sweet investor thats freakishly good at timing the market look no further than this account. I exited $PASG so I could put more into $ABVX and manage some portfolio risk post $QURE FDA update and some increased risk in other parts of the portfolio.in large part under the assumption that $PASG would probably just trade around the 6s and 7s until [----] few were really tracking it. there would probably be an $ABVX buyout before then and Id have more capital to deploy As today demonstrated this strategy worked phenomenally well (It absolutely has not) November 3rd"  
[X Link](https://x.com/medstudentinvst/status/2008339420668371012)  2026-01-06T00:46Z [----] followers, [----] engagements


"January 7th [----] Daily Update At this point all I'm really doing with the portfolio is twiddling my thumbs and waiting for: [--]. $PRME PM359 news [--]. $ABVX "start of JPM news" (whatever that means) [--]. $PEPG 5mg / kg MAD data [--]. $NKTR maintenance data That's 78.4% of the portfolio. So heavy concentration and correspondingly heavy risk. Though I would argue the long-term downside for $PRME $ABVX and $NKTR post-maintenance is capped (unless $PRME gets a platform driven / platform killing SAE). I think the riskiest of them all in the near-term is $PEPG given it's a one-drug company and in active"  
[X Link](https://x.com/medstudentinvst/status/2009014945870934240)  2026-01-07T21:31Z [----] followers, [----] engagements


"I think its interesting largely in virtue of $DSGN s SI improvement in vitro and the potential for CNS penetrance. However its early like you said and given some of the gaps in their early data not enough to dislodge the other positions in the portfolio for now. Some of the key gaps I see at the moment are the lack of quantitative biodistribution data for the DM1 therapy beyond qualitative statements (and as part of that a lack of animal data) lack of detail on which transcription machinery the GeneTAC is recruiting exactly and $PEPG achieving effectively the same result as $DSGN in vivo that"  
[X Link](https://x.com/medstudentinvst/status/2009689664773370158)  2026-01-09T18:12Z [----] followers, [---] engagements


"I'm convinced. It's over for $PEPG. Pack it up boys. $PEPG The neural framework calculates this stock s price action offers gloomy outlooks for the near future with a very negative long-term outlook $PEPG The neural framework calculates this stock s price action offers gloomy outlooks for the near future with a very negative long-term outlook"  
[X Link](https://x.com/medstudentinvst/status/2013700815681180081)  2026-01-20T19:51Z [----] followers, [----] engagements


"February 3rd [----] Update Made the first change to the portfolio since December. Closed some more of the $BBIO position in order to add to $NKTR (1.1% add now brings total to 13.9% of portfolio)"  
[X Link](https://x.com/medstudentinvst/status/2019030742144286837)  2026-02-04T12:50Z [----] followers, [----] engagements


"Some views on $PASG @CapitalShipyard @aditharun_ This is actually not really the right argument to make against $PASG. [--]. $ALEC did not come remotely close to raising progranulin in the brain regions affected by FTD-GRN to the degree necessary to affect disease outcome in FTD-GRN. Consequently its failure has no meaningful https://t.co/su0Qvb36aD @CapitalShipyard @aditharun_ This is actually not really the right argument to make against $PASG. [--]. $ALEC did not come remotely close to raising progranulin in the brain regions affected by FTD-GRN to the degree necessary to affect disease outcome"  
[X Link](https://x.com/medstudentinvst/status/2019539913780453451)  2026-02-05T22:33Z [----] followers, [----] engagements


"I am increasingly of the view that virtually no patient amenable to monotherapy should be prescribed a statin now that there are PCSK9 inhibitors available. PCSK9is drive superior LDL- C / ApoB lowering relative to statins drive some lowering of Lp(a) whereas statins drive none and carry none of the risks associated with global inhibition of intracellular cholesterol synthesis that statins effect. Many (most) cardiologists are far too dogmatic in regard to statins. The simple fact is that the side effects of statins are very real and many of the studies and meta-analysis that seek to disprove"  
[X Link](https://x.com/medstudentinvst/status/2019577203193737527)  2026-02-06T01:01Z [----] followers, [----] engagements


"Wish I could say this was some stroke of brilliancein reality it was truly nothing more than wanting to put more to $NKTR during their quiet period and thinking BBIO had less near-term upside / some concern over how the tafamidis patent dynamics would play out later in the year. Never thought for a second it would have a drop like this a few days later https://twitter.com/i/web/status/2019585794843808196 https://twitter.com/i/web/status/2019585794843808196"  
[X Link](https://x.com/medstudentinvst/status/2019585794843808196)  2026-02-06T01:35Z [----] followers, [---] engagements


"One of the many reasons the arrogant certainty of Stone is both retarded and historically illiterate is because the ketogenic diet was literally invented by Dr. Russell Wilder at Mayo Clinic to treat children and adults with epilepsy. which it did to significant positive effect Source: Johns Hopkins Medicine DIET CANNOT CURE SCHIZOPHRENIA YOU ABSOLUTE QUACK DIET CANNOT CURE SCHIZOPHRENIA YOU ABSOLUTE QUACK"  
[X Link](https://x.com/medstudentinvst/status/2019610261926170803)  2026-02-06T03:13Z [----] followers, [---] engagements


"February 10th [----] Portfolio Update Closed out the last small piece of the $BBIO position to allocate towards $NKTR in the pre-market. Though a small upsize (.8% of portfolio) $NKTR is now 20.0% of the portfolio overall. In many ways wish I had a bit more capital to allocate. However I don't want to pull from any of the other positions. For better of for worse my strategy has been to try to get a reasonably de-risked exit and a big short to medium-term jump in available capital from an $ABVX acquisition and then flip that capital into some of my other positions as I feel pretty good about"  
[X Link](https://x.com/medstudentinvst/status/2021333720020537713)  2026-02-10T21:21Z [----] followers, [----] engagements


"Bad news from $NTLA. This will have significant price impact and those effects will ripple across the gene editing sector. As it stands my position is at a 1.8% loss. So where do we go from here Grade [--] elevations have happened before in Q2 '22 (technically I don't believe it was specified as Grade [--] but I am pretty confident it was) and May [----]. Thus Grade [--] elevations are a known phenomenon and at this point have occurred enough that it appears to be an inherent risk of the therapy. If this Grade [--] elevation is a mere plasma elevation with have no clinical symptoms or structural liver"  
[X Link](https://x.com/anyuser/status/1982793202475172299)  2025-10-27T12:55Z [----] followers, [----] engagements


"I have closed my $NTLA position for a small gain (will be shown in portfolio update tonight). Below I will break-down my rationale for exiting and detail a hypothesis for what may have happened My investment in $NTLA was largely based on the following: [--]. $NTLA demonstrated the ability to stop (not just slow) functional decline over the timeframe studied in an unprecedented percentage of patients with transthyretin amyloidosis a fatal disease that leads to heart failure polyneuropathy and a whole host of downstream consequences not well described in the medical literature or recognized"  
[X Link](https://x.com/anyuser/status/1982833331323490448)  2025-10-27T15:34Z [----] followers, [----] engagements


"November 6th [----] Daily Update Getting cooked for real this week. Luckily think $NKTR will see a nice rise tomorrow based on after-hours response to earnings and perhaps see more after the weekend. Single arm rare / severe disease gene therapies ( $PASG $RCKT) getting beat down post $QURE. $QURE news really rocked the thesis that the FDA would be maximally constructive in those spaces. $PEPG dipped about the lowest it has since data. $PRME doing the old plummet too probably mediated by sector effects of $NTLA. Though as said think the most likely causative feature of $NTLA's editor cas9 DSB's"  
[X Link](https://x.com/anyuser/status/1986626349717434853)  2025-11-07T02:46Z [----] followers, [----] engagements


"I've said it before and I'll say it again $XBI"  
[X Link](https://x.com/anyuser/status/1986851804991115629)  2025-11-07T17:42Z [----] followers, [---] engagements


"Absolutely. Its a function of a few things. One $PRMEs technology can do everything $BEAMs can (point mutation edits A-G and C-T) and much much more insofar as it can theoretically address 89%+ of monogenic diseases. Two in the diseases that are point mutation based $PRME doesnt introduce bystander edits the way $BEAM can as seen in AATD. These bystander edits appear benign. However its difficult to say for sure much less have complete insight into whether the resultant protein will work as effectively as the healthy protein from a healthy gene without the bystander edits. Three David Liu"  
[X Link](https://x.com/medstudentinvst/status/2022131676231471319)  2026-02-13T02:12Z [----] followers, [---] engagements


"November 14th [----] Daily Update Little delayed in the Friday daily update post. On Friday I partially exited the $BBIO position and reallocated the proceeds towards $PRME. I will finish up a post tonight or tomorrow detailing my rationale but wanted to get this out before markets reopen for the public record"  
[X Link](https://x.com/anyuser/status/1990179020319670480)  2025-11-16T22:03Z [----] followers, [----] engagements


"November 17th [----] Daily Update. $PRME had a nice rally into the close following the increase in position size on Friday. I explained why I increased the position in a separate post. We will see if it holds. $PEPG also showed real strength today. $NKTR did as well. $ABVX continues to inch up. These four drove a gain today in the portfolio. Also opened a very small position in $IVVD at pre-market pricing. Lastly sold some more of the $BBIO position. It's a challenge for me to prioritize between positions I think are attractive amidst a finite pool of capital. I still think $BBIO can run."  
[X Link](https://x.com/medstudentinvst/status/1990577297653473566)  2025-11-18T00:26Z [---] followers, [----] engagements


"This is a very good post by Adam. I'd like to add a couple of thoughts on AMT-130 and speak to the applicability of some of these concepts to $PASG and alpha-synuclein targeted therapies in Parkinson's Disease. First there may be an issue with tominersin in addition to the ones Adam spoke to. The huntingtin protein is absolutely essential to neuronal (and glial for that matter) function and health. This is well described in both human beings and animal models. In fact human beings born with compound heterozygous mutations in the HTT gene (one mutated copy from each parent) experience a rare"  
[X Link](https://x.com/medstudentinvst/status/1990608958600380685)  2025-11-18T02:32Z [----] followers, 14.1K engagements


"$PASG has published data on the biodistribution of the AAV1 Vector / PGRN transgene in their animal models which should correlate to PGRN expression unless theres a question around whether the transgenes are actually driving expression. My guess is youre referring to the [----] study out of Penn. That study actually showed AAV1 transduction was widespread throughout the brain though only transduced about 1% of neurons astrocytes etc. deep to the ependymal cells in NHPs. So youre right that the meninges / ependyma are transduced in higher quantities and concentrations of PRGN in the CSF are"  
[X Link](https://x.com/medstudentinvst/status/1990728243071054094)  2025-11-18T10:26Z [----] followers, [---] engagements


"Maybe Im misunderstanding you but what do you think is nonsense speculation here I think the vast majority of commentary here is evidenced based and any speculation is both caveated as such and reasonable. I also do think this is an important conversation. I dont see how theres any way to say that AMT-130 doesnt work and to my eye there is more evidence than any other HD therapy has shown previously that it may work. So whether current HD patients have the right to try it on the basis of existing data I think is a conversation worth having irrespective of any investment considerations. i"  
[X Link](https://x.com/medstudentinvst/status/1990735469160612193)  2025-11-18T10:54Z [---] followers, [----] engagements


"Regarding $LLY theyre in Phase I and havent shown any human data at all yet nor substantive preclinical data. If youre concerned about $PASG not publishing ISF PGRN concentrations (just vgs) you should be particularly concerned about $LLY / Prevail in that respect. As an additional point re human data it is notable that we know of no living human with a high-confidence LoF alpha-synuclein variant which precludes the kind of MR studies that have shown benefit in most other siRNA contexts. Further studies show that in active PD outcomes are worse for patients who have lower levels of monomeric"  
[X Link](https://x.com/medstudentinvst/status/1990767168238051342)  2025-11-18T13:00Z [----] followers, [---] engagements


"You seem to believe a PBFT02 failure is fait accompli though the basis for that appears to center on the fact that $PASG has not reported PGRN ISF concentrations that appears you presume they are hiding. It would be rather strange they would take the low-dose cohort forward if there is some unreleased internal data suggesting that is an issue. They will start to report more fulsome data in 1H [----] so we will see how that unfolds. The data from the new cohort of patients they dosed very early in disease course will be especially interesting. Whilst I fully acknowledge the high risk nature of"  
[X Link](https://x.com/medstudentinvst/status/1990797447321337935)  2025-11-18T15:01Z [----] followers, [---] engagements


"Correct re spreading occurring. However this is where some nuance comes into play. This is actually a very different phenomenon in $QUREs case and may be a good thing as early HD pathophysiology might be broader in site of origin that just the striatum). The key thing to see with $QUREs is that profile of spread from the site of injection in the striatum is going to be a precise dose delivered to the striatum at the level you think will knock down mHTT sufficiently and then the levels of miRNA expressed will get lower as the AAV spreads out from the site of injection. So youre titrating the"  
[X Link](https://x.com/medstudentinvst/status/1990849758395560306)  2025-11-18T18:29Z [----] followers, [---] engagements


"Whatever your views on $QURE this is actually a very important point. Whilst it is foolish to think experts don't get things wrong all the time or that a lay person who is smart and reads up on a topic can't come up with far better ideas than the so-called experts.it is similarly foolish to think the average doctor or average neurologist possesses anything approaching the breadth of HD specific domain knowledge or intellectual horsepower of Dr. Tabrizi. She is rightly considered a genuine leader in the HD field Doesn't mean she is guaranteed to be right here and differing viewpoints should be"  
[X Link](https://x.com/medstudentinvst/status/1990935336831025337)  2025-11-19T00:09Z [----] followers, 19.1K engagements


"November 18th [----] Daily Update $PEPG continues to rip on though backed off some at the end of the day. $PRME comes back down from the end of the day jump yesterday"  
[X Link](https://x.com/medstudentinvst/status/1990936319099281870)  2025-11-19T00:13Z [---] followers, [----] engagements


"I think an HD patient has the right to make that call for themselves under informed consent. I am not so sure you would have the same views on this if you were staring down the certainty of a horrible loss of your memory reasoning capabilities motor function and ability to take care of yourself leading to an early death. If I were an HD patient and at an age where I was likely to convert from asymptomatic to symptomatic I would personally choose taking this shot. I will note one of those three patients had an CSF leak due to an LP required as part of the trial to do assays on the CSF."  
[X Link](https://x.com/medstudentinvst/status/1991103637511094337)  2025-11-19T11:17Z [---] followers, [---] engagements


"Added remaining cash from exits to $JANX. Janx now about 5% of portfolio"  
[X Link](https://x.com/medstudentinvst/status/1995518352253685907)  2025-12-01T15:40Z [----] followers, [----] engagements


"Further exited the $RARE position to add to $JANX. Full breakdown posted tonight. However want to publicly disclose for accountability given post-market update"  
[X Link](https://x.com/medstudentinvst/status/1995527227501314376)  2025-12-01T16:15Z [----] followers, [----] engagements


"Increased $JANX to about 8.8% of the portfolio. Done adding for today"  
[X Link](https://x.com/medstudentinvst/status/1995587763295715372)  2025-12-01T20:16Z [----] followers, [----] engagements


"That one Im actually not bummed about. You have to pick the binary events you want to take a shot on and I think theres a reasonable chance their obesity therapy which is the sole driver of this stock rerate will increase insulin resistance in patients who are already obese. Simple argument is a primary driver of insulin resistance is excess lipolysis and subsequent lipotoxicity in the muscle liver etc. TZDs like pioglitazone improve insulin sensitivity in diabetics by shutting down lipolysis. $WVE [---] massively increases lipolysis. Doing this in a patient who is already obese is very"  
[X Link](https://x.com/medstudentinvst/status/1998714749744222511)  2025-12-10T11:21Z [----] followers, [---] engagements


"December 11th [----] Daily Update Getting absolutely demolished by a couple of research commitments at the moment.so not much exciting to say here other than it would be reallll nice to get an $ABVX buyout with $NKTR down like this Thx in advance Marc"  
[X Link](https://x.com/medstudentinvst/status/1999292482539126856)  2025-12-12T01:37Z [----] followers, [----] engagements


"December 17th [----] Daily Update Traveling again so behind on the updates here. However big turn down in the last couple of days in the portfolio largely driven by the $ABVX $NKTR and $PRME moves back down. $PRME is literally whatever. I expect volatility. If it touches $3.30 again I'll be a buyer again for the same reasons I've talked about before. $ABVX and $NKTR are also literally whatever as I don't see a single thing has changed for the negative regarding the argument for why they are priced below fair market value. Honestly it's been somewhat interesting to watch some on BioX"  
[X Link](https://x.com/medstudentinvst/status/2001427895323869280)  2025-12-17T23:02Z [----] followers, [----] engagements


"@augurbio Totally. A historical precedent for linear growth effectively doesn't exist"  
[X Link](https://x.com/medstudentinvst/status/2001430622561034610)  2025-12-17T23:13Z [----] followers, [---] engagements


"It definitely could. Certainly possible and think odds are better 50% the PDUFA is positive. However I like the risk-reward opportunities better with $OVID and $NKTR especially given the safety risk of Danon and the consequences of the plausible mechanism pathway for LAD-1. Happy to see others benefit from such a rally if it occurs"  
[X Link](https://x.com/medstudentinvst/status/2003162903579398387)  2025-12-22T17:57Z [----] followers, [---] engagements


"Couple points here as well. One this reflects the key issue with $WVE's preclinical data. There is no doubt that congenital LoF INHBE / ACVR1C and the subsequent increase in lipolysis leads to improved metabolic parameters. It's the maladaptations driven by long-term obesity that changes the effect of increasing lipolysis in patients as in obese patients lipolysis is already massively increased and is a primary driver insulin resistance. This is really well-established I think it's quite likely that these animal models $WVE is using are failing to recapitulate the maladaptations driven by"  
[X Link](https://x.com/medstudentinvst/status/2003201948145848344)  2025-12-22T20:32Z [----] followers, [---] engagements


"@Oligo_bio Only thing to note here is just that lipolysis only refers to the conversion of triglyceride into FFAs it doesn't refer to the "burning" of the FFAs through the TCA and conversion to ATP / energy"  
[X Link](https://x.com/medstudentinvst/status/2003203177311514768)  2025-12-22T20:37Z [----] followers, [--] engagements


"December 22nd [----] Daily Update $ABVX and $OVID showing out today"  
[X Link](https://x.com/medstudentinvst/status/2003210558884163728)  2025-12-22T21:06Z [----] followers, [----] engagements


"December 24th [----] Daily Update $PRME knocked off the top weighting in the portfolio by $ABVX growth. Total $ABVX position now 27.1% of the portfolio. I feel pretty solid about the positions in the portfolio at the moment. So my general approach is really just to sit tight and hope that a possible $ABVX buyout will happen so I can push that capital into a few key names. $OVID is one of those key names. As I have said before the more I read about it the more I get excited about it I get. @seedy19tron was how I first came across the name so full credit to him for that. I did actually speak to"  
[X Link](https://x.com/medstudentinvst/status/2003925752278868123)  2025-12-24T20:28Z [----] followers, [----] engagements


"Agreed. Requires a big commercialization effort and that would be best conducted by big pharma If the drug continues to show clear differentiation think it will be bought out before it even gets to commercial stage especially given the capital stack CEO profile and the fact the company has this asset and nothing else"  
[X Link](https://x.com/medstudentinvst/status/2007492140524548452)  2026-01-03T16:39Z [----] followers, [---] engagements


"January 22nd [----] Update Portfolio pretty flat largely just bouncing around the 40s and 50s Slowed the pace of the daily updates as of late what with Christmas exams and trying to get a research paper across the finish line. I'm not really doing anything with the portfolio right now other than waiting on the catalysts I've mentioned previously As always if I change anything will be noted day of. https://twitter.com/i/web/status/2014445924651770302 https://twitter.com/i/web/status/2014445924651770302"  
[X Link](https://x.com/medstudentinvst/status/2014445924651770302)  2026-01-22T21:11Z [----] followers, [---] engagements


"January 22nd [----] Daily Update Portfolio pretty flat largely just bouncing around the 40s and 50s Slowed the pace of the daily updates as of late what with Christmas exams and trying to get a research paper across the finish line. I'm not really doing anything with the portfolio right now other than waiting on the catalysts I've mentioned previously As always if I change anything will be noted day of. https://twitter.com/i/web/status/2014448583668576696 https://twitter.com/i/web/status/2014448583668576696"  
[X Link](https://x.com/medstudentinvst/status/2014448583668576696)  2026-01-22T21:22Z [----] followers, [---] engagements


"This article highlights why accelerated approval for $PRME 's CGD therapy makes a good deal of sense. [--]. Significant morbidity and mortality: Average life expectancy of CGD is [--] years of age [--]. Strong efficacy: CGD therapy appears curative [--]. Small patient population: Patient population too small (50 patients) for standard larger trials to be cost effective If CGD receives an accelerated approval a key component of $PRME's long-term commercialization strategy should be to develop a large library of curative prime editors for other ultra-rare diseases and use the same approval pathway for CGD"  
[X Link](https://x.com/anyuser/status/1970274006122033539)  2025-09-22T23:48Z [----] followers, [----] engagements


"I have really tried to avoid talking much about the $ABVX M&A rumors in light of the recent rumor frenzy that has kicked off. It just doesn't matter at all in my view I don't have much to add that others haven't already said it will happen when it happens and some people are losing their minds over honestly pretty constrained price action for biotech across a few week timeframe. A buyout will likely happen sometime over the next [--] months. If it doesn't whatever. Obefazimod will still be a gigantic drug unless some seriously crazy maintenance data or SAE emerges between now and June. That"  
[X Link](https://x.com/medstudentinvst/status/2013607879526490481)  2026-01-20T13:41Z [----] followers, [----] engagements


"November 28th [----] Daily Update $PEPG really having a moment. Good to get back into the 60's after the $NTLA news and the subsequent overhang on the gene editing sector"  
[X Link](https://x.com/medstudentinvst/status/1994562451787190648)  2025-11-29T00:22Z [----] followers, [----] engagements


"December [--] [----] Daily Update. Tough day in the market before $JANX tougher after. I have provided today's portfolio update for both before $JANX and after $JANX the latter updated for the price I closed the $JANX position at. Needless to say I got $JANX entirely wrong. I certainly recognize investing (especially in early stage biotech) is about probability not certainty. I know I will miss on some biotech calls as the extent to which we lack data on the human body's function entirely precludes the ability to predict biological outcomes with certainty from a priori reasoning In light of that I"  
[X Link](https://x.com/medstudentinvst/status/1995643720406856079)  2025-12-01T23:58Z [----] followers, [----] engagements


"December 19th [----] Daily Update Still very busy with research / school at the moment. However few updates from last Friday. Sold out of $RCKT. I think the Danon therapy continues to have a decent chance at success though the biggest risk clearly remains safety. There are other companies out there with technology that have the potential to deliver a better safety profile. I am tracking one in particular at the moment that I may take a stake in at some point. However $RKCT's developmental lead here means that if they can navigate the safety issues they'll have a real and viable commercial drug."  
[X Link](https://x.com/medstudentinvst/status/2003114071403512155)  2025-12-22T14:43Z [----] followers, [----] engagements


"$PEPG position initiated this morning based on what I see as great reward to risk ratio leading into critical October [----] data readout. If drug demonstrates efficacy think at least 4x return possible off that data readout alone. Long term return if successful much greater. Key is to keep position size small enough for portfolio to absorb losses if fails while still having enough size to capture upside at the portfolio level. If drug fails downside perhaps protected by negative EV and non-zero likelihood RA Capital / Viking Global / Point72 successfully push $PEPG to return cash to"  
[X Link](https://x.com/anyuser/status/1956036808745345550)  2025-08-14T16:54Z [----] followers, 16.8K engagements


"August [--] [----] Continued to add to $ABVX and $NKTR. Cost basis moves slightly up for both. As per my post earlier would be a real win if $PRME is able to secure CGD approval. Going to be an important fall / winter for the $NTLA $PCVX and $RARE positions. Very interested to see the data from $PEPG this October. $BEAM and $MGX are my lowest conviction positions at the moment in terms of the long-term competitive advantage / commercial prospects of their pipelines. I am going to continue to hold for now given small position size the demonstrated efficacy of base editing and as a diversification"  
[X Link](https://x.com/anyuser/status/1958637110669582637)  2025-08-21T21:07Z [----] followers, [----] engagements


"@KobeissiLetter How does your source differentiate between high-frequency trading / quant funds making 0DTE purchases and retail making 0DTE purchases"  
[X Link](https://x.com/medstudentinvst/status/1959355898163609696)  2025-08-23T20:43Z [----] followers, [----] engagements


"@vaibhavbetter This is a fake chart. The same authors reported health care administrators as a percent of the health care workforce increased from 25.5% to 25.7% from [----] to [----]. There is opportunity for AI in healthcare. This chart does not speak to that opportunity. https://x.com/cremieuxrecueil/status/1956519849997341101 Here's my entry. This is one of my favorite fake charts. It's been posted by government officials politicians educators provider advocacy groups and so many conservative influencers. But it's fake. It's just misled millions of people. https://t.co/ooKNXYZhTG"  
[X Link](https://x.com/medstudentinvst/status/1963259773479960875)  2025-09-03T15:16Z [----] followers, [----] engagements


"$PRME can meet all five elements of the FDA's RDEP criteria with its CGD program. "Approval under the process may be based on one adequate and well-controlled study plus robust confirmatory evidence (☑) which may include: Strong mechanistic or biomarker evidence ☑ Evidence from relevant non-clinical models ☑ Clinical pharmacodynamic data ☑ Case reports expanded access data or natural history studies ☑""  
[X Link](https://x.com/anyuser/status/1963416555624059032)  2025-09-04T01:39Z [----] followers, [----] engagements


"This will be my thread for my concerns around the INHBE / ALK7 silencers from $ARWR and $WVE. The primary thesis is as follows: [--]. Insulin resistance is counter-intuitively usually characterized by overly active adipocyte triglyceride lipase and hormone sensitive lipase as insulin no longer has the same inhibitory effect on these enzymes found in adipocytes. This overactive ATGL and HSL leads to a huge excess of free fatty acids (FFAs) released in the plasma. These FFAs cause lipotoxicity in the surrounding cells and amongst many other things drive increasing insulin resistance. [--]. Most obese"  
[X Link](https://x.com/anyuser/status/1963730496489406730)  2025-09-04T22:26Z [----] followers, [----] engagements


"Longer post with some more pathway detail made earlier today: I am concerned about $WVE's INHBE silencer's lipolysis enhancing effects in patients that are already diabetic or obese (not born with a LoF variant from birth) as INHBE silencing's mechanisms of action appear to work in opposition to the lipolysis inhibiting effect of a drug class (PPAR- agonists) shown in humans to be highly effective for improvements in blood glucose and insulin sensitivity in diabetic and insulin-insensitive obese patients. The INHBE pathway has a primary effect of inhibiting lipolysis and is governed by the"  
[X Link](https://x.com/anyuser/status/1963731415708684668)  2025-09-04T22:30Z [----] followers, [---] engagements


"September 8th [----] I added more $NKTR this morning. It's always a little harder to add shares when doing so moves the cost basis up or entails buying on consecutive green days. However I feel the degree to which $NKTR is undervalued is seriously significant so I've opted to continue to grow the position at these prices rather than wait for a drop that may or may not come (and would not tie to the underlying value of the business barring new data). Also added more to $RNA $PRME as always tends to play an outsize role in the direction of the portfolio I fully exited the $WVE position today. The"  
[X Link](https://x.com/medstudentinvst/status/1965150027178758561)  2025-09-08T20:27Z [----] followers, [----] engagements


"Are you fucking kidding me. This is sick beyond belief. We have now had our President Charlie Kirk - a leading voice in the conservative movement and multiple defenseless boys girls men and women shot / stabbed / killed in cold blood. This is the inevitable consequence of the sick depraved and wicked ideology of the left which has characterized millions of people as oppressors and fundamentally evil because of the color of their skin. Find this fucking shooter and put him in the ground"  
[X Link](https://x.com/medstudentinvst/status/1965855046572081321)  2025-09-10T19:09Z [----] followers, [----] engagements


"@DrJessTaylor Thank you for sharing this message. It is so critical that people of all political viewpoints share the fundamental commitment to the right to the freedom of speech and to the sanctity of innocent human life as you clearly do. Your decency is deeply appreciated"  
[X Link](https://x.com/anyuser/status/1965951700763885975)  2025-09-11T01:33Z [----] followers, [----] engagements


"@broadinstitute Thank you"  
[X Link](https://x.com/medstudentinvst/status/1966508539578380447)  2025-09-12T14:25Z [----] followers, [----] engagements


"There is a venture component to early stage biotech investing insofar as some company failures are probabilistically all but guaranteed so one must a) size positions appropriately b) invest in companies who have an expected return upon success and a probability of success that is high enough to make the (hopefully limited) losses irrelevant and c) be willing to tolerate a limited number of appropriately sized failures However this morning really highlights why it is essential to have the patience to invest only in your highest conviction ideas and be okay passing on an opportunity for big"  
[X Link](https://x.com/medstudentinvst/status/1972639414581879027)  2025-09-29T12:27Z [----] followers, [---] engagements


"September 29th [----] Daily Update New all-time high. $QURE is running a little quicker than I hoped. I was trying to thread the needle a bit and get some through some more of the upcoming data-readouts in the hopes of shifting some of that (hopefully increased) capital towards upsizing $QURE. Perhaps I got too cute with it and a lesson to be learned. Have to have a think about if I want to shift capital earlier given the way it's moving. Good to see $PCVX and $RARE start to inch back up. $RARE is really dependent on the OI readout for maximum upside and I am cautious about it because its not"  
[X Link](https://x.com/medstudentinvst/status/1972760043763208622)  2025-09-29T20:27Z [----] followers, [----] 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 [--]. EDO-51 treated DMD [--]. 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/anyuser/status/1973020486834507891)  2025-09-30T13:41Z [----] followers, [----] engagements


"RA Capital effectively doubled its share count in $PEPG during $PEPG's most recent offering. As I have said elsewhere this company remains high risk given it has only shown Phase [--] data. However it cannot be stressed enough how much upside continues to exist here. DM1 represents at least [-----] patients in the United States with the majority being adult onset. If functional outcomes mirror the unprecedented improvement in splicing $PEPG will almost certainly dominate that market. Given ASO's are usually priced at least a couple hundred thousand dollar years annually that would translate into"  
[X Link](https://x.com/anyuser/status/1973173962851950818)  2025-09-30T23:51Z [----] followers, 12.1K engagements


"$CRSP put out a press release today about its new polymerase based editing technology and claimed the following: "SyNTase editors represent a significant advance over currently described prime editing systems by combining compact Cas9 proteins with a novel class of engineered polymerases. Together these components enable gene editing with greater efficiency and precision specificity while also supporting scalable manufacturing." My current sense this claim of superiority over prime editors is empty marketing fluff and is not supported by existing evidence. $PRME already appears to have"  
[X Link](https://x.com/anyuser/status/1973476726773830081)  2025-10-01T19:54Z [----] followers, [----] engagements


"As per my earlier post on SyNTase I continue to believe that $PRME possesses the leading gene editor technology and $CRSP s SyNTase is a prime editor knock-off that lacks competitive differentiation in specificity has shown no meaningful evidence of competitive differentiation in efficiency and is significantly behind $PRME in development. As always capturing even a few of the thousands of monogenic diseases would drive massive value appreciation for $PRME. However I also think it is likely that $CRSP will aggressively defend SyNTase in court as proprietary and novel in virtue of the fact it"  
[X Link](https://x.com/anyuser/status/1973567417818222926)  2025-10-02T01:55Z [----] followers, [----] engagements


"October 3rd [----] Daily Update End of the week. Gene editing stocks led the way this week. Though these stocks are of course volatile so could easily reverse. I think it's possible $PRME in particular may struggle to hold these levels unless CGD gets approval. However I will continue to hold the position for the long-term based on the following line of thinking. Alnylam is a good example of what the stock price movement of a successful platform biotechnology company looks like over a long-term time horizon and I think provides a good model for what $PRME's price evolution will look like if"  
[X Link](https://x.com/medstudentinvst/status/1974239687578374595)  2025-10-03T22:26Z [----] followers, [---] engagements


"It looks like Viking also increased its position in $PEPG from [-------] at end of Q2 [----] to [-------] shares. Filed a 13G today"  
[X Link](https://x.com/anyuser/status/1974245717897044153)  2025-10-03T22:50Z [----] followers, [----] engagements


"Id say $QURE $PCVX $RARE $NKTR $ABVX are high growth potential with somewhat more limited risk than the others. However biotech is always a very very high risk sector and I cant predict any outcome in biotech with certainty so if youre going invest in those please only do so if youre fully comfortable taking big losses in the positions. Obviously none of this is financial advice. If the risk parameters were widened just a bit I would also throw $NTLA in there as good risk / reward. Quite high upside and key data readouts upcoming in the next few weeks with good visibility into what the"  
[X Link](https://x.com/anyuser/status/1974269818946703719)  2025-10-04T00:26Z [----] followers, [----] engagements


"Big decision today. I sold all my positions and put every dollar of capital I have into Leap Therapeutics. Blockchain enabled drug discovery is the future. It will revolutionize gene editing I&I oncology and the longevity space by keeping a secure and decentralized record of all molecular movements within a cell. This will allow Leap's proprietary AI model to identify aberrant pathways and design bespoke curative therapies. Of course not one sentence of this post is true. $XBI $PRME We're thrilled to share that Leap Therapeutics has secured $58.88M in a PIPE led by @winklevosscap. This"  
[X Link](https://x.com/medstudentinvst/status/1975330699583373434)  2025-10-06T22:41Z [----] followers, [----] engagements


"@GeneInvesting Give it a rest Tony. This brand of insecure makes me want to dump every share of $NTLA I own. The stock could go to $200 and your returns still wouldn't come close to his"  
[X Link](https://x.com/anyuser/status/1975670758807638418)  2025-10-07T21:13Z [----] followers, [----] engagements


"October 7th [----] Daily Update Busy last few days. It was not really feasible to spend much time following the markets in real time. Ideally I would have liked to shift a little bit of capital into $QURE today when it was in the low 50's probably pulling from the bottom [--] positions. However didn't see the market until the end of the day. May still do that in the coming days regardless"  
[X Link](https://x.com/medstudentinvst/status/1975671008087417015)  2025-10-07T21:14Z [----] followers, [----] engagements


"@MrsErikaKirk This is beautifully written. So much love to you Charlie and your children"  
[X Link](https://x.com/medstudentinvst/status/1976792654051787235)  2025-10-10T23:31Z [----] followers, [----] engagements


"Virtually all revolutionary technology goes through significant growing pains. Sometimes that has meant the first movers with the technology didnt see financial success as later entrants significantly improved upon initial efforts and out competed the early entrants. For example AOL (1985) and Yahoo (1994 - also known as Jerry and Davids Guide to the World Wide Web) predated Google (1998). We all know who won there. Other times it has meant first (or simply early) movers took a long time and a lot of ups and downs to fully realize their promise. Apple would be a good example of that. Alnylam"  
[X Link](https://x.com/medstudentinvst/status/1977532326990000513)  2025-10-13T00:30Z [----] followers, [---] engagements


"October 13th [----] Daily Update Pared back most of the very small $BEAM position today. My current views on $BEAM may change if they receive a positive result from the $PRME arbitration. However the reality is prime editors can largely do everything $BEAM can and more so $BEAM is becoming increasingly reliant on the ever murky world of contractual / legal protection. Further I don't love ex vivo SCD and in vivo SCD is world's away. In general I don't love exposure to a company where success is predicated on legal outcomes. $NKTR stands in distinct contrast where the legal outcome is just a"  
[X Link](https://x.com/medstudentinvst/status/1977853305721442334)  2025-10-13T21:45Z [----] followers, [---] engagements


"Lorenzo "Botswana" (who has $1Bn of AUM a PhD [--] other acronyms and clips $20M of annual management fees given he obviously is a [--] and [--] guy minimum) shorted $SOC at $30 as announced after the fact. Word is he was also long $SPRB as announced the day after it increased [--] trillion percent. Are there any investor materials available for a highly interested prospective LP such as myself I shorted $SOC at $30 because the dumbest motherfuckers Ive ever seen own that stock. They do not know the method. Elevate. 💯 I shorted $SOC at $30 because the dumbest motherfuckers Ive ever seen own that"  
[X Link](https://x.com/anyuser/status/1978494913189703975)  2025-10-15T16:15Z [----] followers, [----] engagements


"For as much pain as the gene editing space has inflicted on investors over the past many years it would be a huge mistake to assume that the enormous promise of gene editing is unlikely to be realized. Yes there may still be growing pains. Yes there remains the risk of a black swan off-target safety event. However the ability to address the underlying cause of horrible genetic diseases is nothing short of an unprecedented medical marvel and the technology is inching ever closer to fulfilling that promise. My personal belief is it is reasonably likely good $NTLA data in November will mark a"  
[X Link](https://x.com/medstudentinvst/status/1979586325964599621)  2025-10-18T16:32Z [----] followers, [----] engagements


"Pulling out the portion of my latest post re the CRISPR station that speaks to my views on $PRME as an investment for easier viewing: . Now this development does not change my view of $PRME as an extremely high quality investment (as seen through a high-risk long-term venture lens) for the following reasons: (1) The patient population that has monogenic mutations amenable to prime editing correction in its current form is enormous and so is the TAM. Successful development of a therapy for AATD and Wilson's Disease alone would likely propel $PRME to well above a $10Bn valuation. Successful"  
[X Link](https://x.com/medstudentinvst/status/1981026012688154996)  2025-10-22T15:53Z [----] followers, [---] engagements


"October 23rd [----] Daily Update All eyes on early November👀( $NTLA $NKTR)"  
[X Link](https://x.com/anyuser/status/1981451510992032079)  2025-10-23T20:03Z [----] followers, [----] engagements


"I think $NTLA bears and bulls are talking past each other right now and many on both sides are missing a key piece of the equation - nucresiran. Bulls say $NTLA's nex-z results in a significantly lower percentage of patients showing disease progression relative to $BBIO's acoramidis and $ALNY 's vutrisiran. This is empirically true and it really does matter. Progression of heart-failure is tremendously serious and it is critically important to patient outcomes to fully arrest it as early as possible to prevent the panoply of downstream consequences like cognitive decline kidney dysfunction"  
[X Link](https://x.com/anyuser/status/1983124850286694751)  2025-10-28T10:53Z [----] followers, [----] engagements


"This is good. It is important $PRME be purposeful about explaining its value proposition technological differentiation and development strategy to the market. This is particularly important following the $NTLA news which deservedly killed some of the green shoots of hope that had begun to return to the gene editing space. $PRME is of course a very different technology and company than $NTLA. I do not see much read through from $NTLA to $PRME for the reasons I have previously mentioned. However general market sentiment matters to the lifeblood of an early stage biotech - access to fairly"  
[X Link](https://x.com/medstudentinvst/status/1984059331503956124)  2025-10-31T00:46Z [----] followers, [----] engagements


"Technical signals clear. I am short $ABVX"  
[X Link](https://x.com/medstudentinvst/status/1984201027071930808)  2025-10-31T10:09Z [----] followers, [----] engagements


"(This is obviously a joke)"  
[X Link](https://x.com/medstudentinvst/status/1984203981099536739)  2025-10-31T10:21Z [----] followers, [----] engagements


"Okay just saw Adam already posted about this. He was first so full credit to him. Hes actually taking action on the idea too https://x.com/a_may_md/status/1985364073001656611s=46 I have been buying the $QURE dip. This morning's press release was a calculated decision by $QURE management. Note that there's a key word in the press release that I have not seen people discussing."BELIEVES". $QURE has not yet received formal word that they cannot submit https://t.co/FV9mjHtE9h https://x.com/a_may_md/status/1985364073001656611s=46 I have been buying the $QURE dip. This morning's press release was a"  
[X Link](https://x.com/medstudentinvst/status/1985375906333155625)  2025-11-03T15:57Z [----] followers, [----] engagements


"Today is so exemplary of just how wild biotech can get. $QURE multi-billion dollar company and media darling down over 50% after basically everyone (few notable exceptions) thought it was an smooth road to BLA submission and approval $SRPT was worth over $15Bn in [----] now down in the [--] billion range Not for the faint of heart boys and girls"  
[X Link](https://x.com/anyuser/status/1985484124165898658)  2025-11-03T23:07Z [----] followers, [----] engagements


"These shorts are absolutely not 80% of the value of Burry's portfolio. 13F's show the value of the shares that Burry has shorted by buying puts not the cost of the puts themselves. The actual capital he spent acquiring those puts (in other words his exposure) is way WAY less than reported. For example if Burry bought a put contract costing $5 per share and the stock was worth $100 at quarter close the 13F would show his position size at 20x what it actually is. Do not start full sending Nvidia shorts on the basis of tweets like this. 🚨 Just In: 80% Of Michael Burry's Portfolio Is Palantir"  
[X Link](https://x.com/medstudentinvst/status/1985700298938040371)  2025-11-04T13:26Z [----] followers, [----] engagements


"Literally every investor in biotech at some point (probably will be me after $RARE tonight) The pre / post market FUCK is just so real 😭😔😂"  
[X Link](https://x.com/anyuser/status/1985726820948361535)  2025-11-04T15:12Z [----] followers, 196.3K engagements


"I would really encourage retail investors to exercise caution listening to this guy's statements on $NTLA. He has every right to express himself. However you should know he is carrying a very large bag he has pretty consistently demonstrated he is not a good-faith actor in discussions on $NTLA - often failing to meet the baseline standard of accurately representing the substance of opposing views and is willing to use scientific concepts and terminology he appears not to fully understand to justify what is clearly a preordained conclusion that " it was the right move to put 100% of my money"  
[X Link](https://x.com/anyuser/status/1986168884198596752)  2025-11-05T20:28Z [----] followers, 14.7K engagements


"Agreed. Both on a CRISPR-cas9 platform level and a program specific level. Believe its likely cas9 introduces stochastic indels into the gene which can either lead to either a toxic mRNA or more likely an mRNA that breaks through nonsense mediated decay (e.g. frameshift moves stop codon to less than 50-55 bps from the last EJC) and creates an immunogenic protein T-cells do not recognize as self"  
[X Link](https://x.com/medstudentinvst/status/1986556789580816695)  2025-11-06T22:10Z [----] followers, [----] engagements


"Tony be for real. As has been said literally not a soul has celebrated or felt anything but sadness over this patients death. In contrast its clear this patient and all the others are irrelevant to you. What you care about is saving your portfolio and protecting your ego by any means necessary. Think on that"  
[X Link](https://x.com/medstudentinvst/status/1986614726072160276)  2025-11-07T02:00Z [----] followers, [---] engagements


"Do not let the world set limits on you. Naysayers said I couldn't nose dive my portfolio from an 87% return to a 39% return in a mere [--] days. I can I will and I did. Probably wont stop here either. Sign up for my subscription course now to see how I achieved this incredible feat. (November 7th [----] Daily Update)"  
[X Link](https://x.com/medstudentinvst/status/1986949158457274634)  2025-11-08T00:09Z [----] followers, [----] engagements


"This is legitimately impressive and unprecedented efficacy data in ATTR-CM from $NTLA. If it were not for the DILI case recently reported $NTLA's stock would have traded up enormously on this news and I think all the reasonable bears would acknowledge this. If acoramidis and vutrisiran were the only game in town $NTLA might have a shot at a viable path forward on the heels of this data pending the outcome of the DILI investigation. Heart failure is a big deal and obviously kills people. So there is an ethical and rational basis for prescribing a drug that has very rare cases of DILI if it"  
[X Link](https://x.com/anyuser/status/1988002657043390800)  2025-11-10T21:55Z [----] followers, [----] engagements


"Good post adding further context to the DSB issue discussed previously. $prme $beam $ntla Reporters Notebook: Is Intellias Patient Death the Nail in the Coffin for Cas9 https://t.co/hQd8fT98A2 https://t.co/zWncv76Cts $prme $beam $ntla Reporters Notebook: Is Intellias Patient Death the Nail in the Coffin for Cas9 https://t.co/hQd8fT98A2 https://t.co/zWncv76Cts"  
[X Link](https://x.com/medstudentinvst/status/1988007549720031292)  2025-11-10T22:15Z [----] followers, [----] engagements


"I am pretty sure he has acknowledged the efficacy of the two therapies from all the posts from him that I have seen He should certainly feel free to correct me if that is not an accurate representation. My understanding is his point is efficacy doesn't matter in light of the safety issues. That view aligns with mine with the only potential point of difference being in a hypothetical world where nucresiran doesn't exist we might have a differing viewpoint on whether $NTLA could find a path forward dependent on what emerges as the underlying cause of the DILI and caveated by the fact that even"  
[X Link](https://x.com/medstudentinvst/status/1988016380382470575)  2025-11-10T22:50Z [----] followers, [---] engagements


"November 12th [----] Daily Update BIG jump for $PASG off its recent lows. It is of course a high risk investment and may remain volatile through the 1H [----] updates. However I continue to believe the risk-reward profile here is extremely strong. To that point $LLY paid $1.04Bn (inclusive of a CVR) for Prevail and its FTD-GRN therapy back in [----] both $PASG and $LLY are in Phase [--] / [--] (though should note Prevail also had a PD asset in clinical development) and my view is that $PASG has shown more compelling data to date on both efficacy and safety. $PASG is still trading under $30M at the"  
[X Link](https://x.com/anyuser/status/1988722338196787622)  2025-11-12T21:35Z [----] followers, [----] engagements


"I have increased my $PRME position for five reasons. First and foremost I believe it is highly likely that PM359 ( $PRME's CGD therapy) will receive FDA approval under the plausible mechanism pathway in the coming months as it definitively meets each of the five tenets of the FDA's plausible mechanism pathway. Indeed if one were to write an article explaining the rationale for approving CGD on a standalone basis I think it would look almost identical to the article Dr. Makary and Dr. Prasad published. Furthermore there are a number of pieces of circumstantial evidence that lend credence to"  
[X Link](https://x.com/anyuser/status/1990406561219383679)  2025-11-17T13:07Z [----] followers, 11.4K engagements


"Now that the FDA's tenets have been addressed I will finish by working through the rest of the article and noting additional commentary's alignment with $PRME. This next comment is extremely important. "Once a manufacturer has demonstrated success with several consecutive patients with different bespoke therapies the FDA will move toward granting marketing authorization for the product. Manufacturers will then be able to leverage platform data from such personalized products to gain marketing approval for similar products in additional conditions. Depending on the strength of evidence either"  
[X Link](https://x.com/medstudentinvst/status/1990406613098774592)  2025-11-17T13:08Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing