[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @meremrtl Stephen Ayers Stephen Ayers posts on X about $mist, $rzlt, reduce, $xoma the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::126029759/interactions)  - X Week XXXXXX +830% - X Month XXXXXXX +679% - X Months XXXXXXX +6,693% - X Year XXXXXXX +59% ### Mentions: XX [#](/creator/twitter::126029759/posts_active)  - X Week XX +30% - X Month XXX +307% - X Months XXX +1,711% - X Year XXX +86% ### Followers: XXXXX [#](/creator/twitter::126029759/followers)  - X Week XXXXX +3.50% - X Month XXXXX +18% - X Months XXXXX +24% - X Year XXXXX +16% ### CreatorRank: XXXXXXX [#](/creator/twitter::126029759/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #5915 [finance](/list/finance) XXXX% **Social topic influence** [$mist](/topic/$mist) #5, [$rzlt](/topic/$rzlt) 16.67%, [reduce](/topic/reduce) #965, [$xoma](/topic/$xoma) 4.76%, [if you](/topic/if-you) 4.76%, [pip](/topic/pip) #264, [target](/topic/target) 2.38%, [insurance](/topic/insurance) 2.38%, [$nuvbs](/topic/$nuvbs) 2.38%, [$nuvl](/topic/$nuvl) XXXX% **Top accounts mentioned or mentioned by** [@hawkking1515](/creator/undefined) [@avidresearch](/creator/undefined) [@augurbio](/creator/undefined) [@nicholaschoupak](/creator/undefined) [@epickram](/creator/undefined) [@heybigsteve](/creator/undefined) [@jonnyfunguy](/creator/undefined) [@dramanstock](/creator/undefined) [@ej23ny](/creator/undefined) [@heybig_steve](/creator/undefined) [@jonny_fun_guy](/creator/undefined) [@c_sainzjr](/creator/undefined) [@jesse_brodkin](/creator/undefined) [@chiragontwtr](/creator/undefined) **Top assets mentioned** [Mist (MIST)](/topic/$mist) [Nuvalent, Inc. Class A Common Stock (NUVL)](/topic/$nuvl) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [SuperRare (RARE)](/topic/$rare) ### Top Social Posts Top posts by engagements in the last XX hours "$RZLT crazy how these drugs bounce around. Testing RZ358 (ex- $XOMA XXX from XX yrs ago) for chronic use in kids is wild to me. It may reduce short-term hypoglycemia but we have almost no data on long-term consequences of systemic insulin-receptor blockade" [X Link](https://x.com/meremrtl/status/1990060602253853144) 2025-11-16T14:13Z 1933 followers, 5428 engagements "$MIST The generic pill strategy (Diltiazem + Propranolol) converts XX% of PSVT patients with a mean time of XX minutes. Cardamyst asks insurers to pay $500+ to shave XX minutes off that wait time while offering a lower probability of total success (64% at the 30-minute primary endpoint). Target market: Wealthy highly anxious patients with excellent insurance who cannot tolerate an extra 20-30 minutes of palpitations. This is the type of drug you develop when you just want to feel like you're developing drugs" [X Link](https://x.com/meremrtl/status/1999693039036493996) 2025-12-13T04:09Z 1940 followers, 10.6K engagements "$NUVB's IBTROZI is a legit best-in-class ROS1 TKI but the stock is trading like a $1B+ U.S. franchise with minimal risk. I walk through incidence WAC math Sagard deal drag Nuvalent $NUVL threat and retail hype to show why risk/reward skews down from here" [X Link](https://x.com/meremrtl/status/1991944442643632348) 2025-11-21T18:58Z 1896 followers, 1804 engagements "He sells Metformina Natural weight-loss pills (with underdosed berberine) and now promotes $VKTX obesity data. Keep those commercial incentives in mind when you read his health and stock takes" [X Link](https://x.com/meremrtl/status/1995870732744884429) 2025-12-02T15:00Z 1899 followers, 1058 engagements "$WVE So everyone is just assuming the XXX% lean-mass increase is all muscle when DEXA-measured "lean mass" includes all non-fat non-bone tissue (e.g. water organs and so on) Seems like quite the assumption" [X Link](https://x.com/meremrtl/status/1998403151716597792) 2025-12-09T14:43Z 1891 followers, 1406 engagements "In this population the "lean mass" gains are actually far more likely to be a composite of non-fat tissues rather than skeletal muscle. Also note that DEXA precision error is typically 1-2%. Of course the trial is small N and placebo patients saw a XXX% increase as well. Then again the goal is to preserve muscle and the DEXA measurements are supportive. It would've been interesting to add a GLP-1 arm for a more informative comparison. $WVE" [X Link](https://x.com/meremrtl/status/1998405385636516010) 2025-12-09T14:52Z 1890 followers, XXX engagements "I for one am glad this odd strategy did not work. There was actually little appeal going into today because the stock was already priced for success. Be wary of retrofitted drugs. $RZLT" [X Link](https://x.com/meremrtl/status/1999112507097559149) 2025-12-11T13:42Z 1889 followers, XXX engagements "This was actually the 🚩that made me interested in $RZLT. Lots of coverage for an otherwise unknown small/microcap biotech reeks of promotion" [X Link](https://x.com/meremrtl/status/1999115809457684892) 2025-12-11T13:55Z 1890 followers, 1316 engagements "$RZLT This is why an accurate PoS is crucial in this space. Perhaps this model was accurate and its just that the XX% scenario happened I dont think thats the case. Would your opinion of the stock had changed if you believed the odds were actually much closer to 50/50" [X Link](https://x.com/meremrtl/status/1999118942837596238) 2025-12-11T14:07Z 1890 followers, 7300 engagements "I've since learned that this post was challenging for some to understand so let me explain it more. The issue isnt just that the XX% bear case happened. The deeper problem is that if the true probability of failure was closer to 50/50 then everyones prior on $RZLT was wrong. The Jefferies grid looks precise but if the inputs are off the whole expected value thesis strength and position sizing are built on sand. Why this is critical in biotech: ⚫Valuation = outcome probability. If investors model a XX% failure chance but reality is XX% they will systematically overpay for expected upside and" [X Link](https://x.com/meremrtl/status/1999143527813443856) 2025-12-11T15:45Z 1890 followers, 2634 engagements "@augurbio True. But before the July run-up into data $RZLT had been a microcap for years so the level of coverage was odd. More broadly because so many firms both cover stocks and run their offerings the indirect incentives behind Buy ratings make them essentially obsolete" [X Link](https://x.com/meremrtl/status/1999162241141346564) 2025-12-11T16:59Z 1891 followers, XXX engagements "@epickram Mostly a monitoring story. SMBG is a noisy caregiver-driven endpoint. CGM told the real story: XX% reduction on drug vs X% increase on placebo but nowhere near good enough. These kids were enrolled in a bad spell so some regression toward baseline was inevitable. $RZLT" [X Link](https://x.com/meremrtl/status/1999193206861213923) 2025-12-11T19:02Z 1891 followers, XXX engagements "Saw the STAT gym bro piece on $WVE's WVE-007. Im in a similar camp: INLIGHT is proof-of-biology not proof-of-concept. X% weight loss DEXA lean within noise no cardio-metabolic signal and a clear shift in managements narrative from weight loss like sema to body composition" [X Link](https://x.com/meremrtl/status/1999303679703196153) 2025-12-12T02:21Z 1891 followers, 1696 engagements "Bro thinks its a blockbuster 😵 $MIST" [X Link](https://x.com/meremrtl/status/1999697515881566608) 2025-12-13T04:26Z 1903 followers, 3146 engagements "Thats not what I think. Its just that we have that already in the form of dirt-cheap pills. Only benefit is onset-of-action and its not even by a lot. Orals are actually more effective if you can wait another XX minutes. No clear clinical benefit over conventional treatment" [X Link](https://x.com/meremrtl/status/1999704109998334381) 2025-12-13T04:53Z 1897 followers, XXX engagements "@heybig_steve @hawkking1515 Right and here we go with the testimonials. Please provide the $MIST data that confirms its drug cuts ER visits/events relative to pill-in-the-pocket" [X Link](https://x.com/meremrtl/status/1999840167247413378) 2025-12-13T13:53Z 1901 followers, XXX engagements "@NicholasChoupak You can say this and it sounds nice but theres no reason to believe that $MIST will change this. In fact the opposite can be argued just as easily" [X Link](https://x.com/meremrtl/status/1999862209728704970) 2025-12-13T15:21Z 1901 followers, XXX engagements "Youre treating ER volume as evidence PiP fails. It isnt. Its mostly a denominator problem: many patients arent on PiP cant use it or still go in for reassurance. Unless $MIST shows (in data) fewer ER visits vs standard care or PiP it will reduce ER burden is a hypothesis not a result. And for truly frequent disruptive SVT the durable fix is usually ablation not stacking more rescue meds" [X Link](https://x.com/meremrtl/status/1999871937284067721) 2025-12-13T16:00Z 1901 followers, XXX engagements "Wait this is their only asset $MIST" [X Link](https://x.com/meremrtl/status/1999695832829034511) 2025-12-13T04:20Z 1915 followers, 2587 engagements "@Drama_N_Stock Sure and what do the XX% of $MIST Cardamyst patients do when their heart is still running wild after XX minutes Where do you think they go Also where is the data that supports that Cardamyst is superior in any way to PiP" [X Link](https://x.com/meremrtl/status/1999976129797698040) 2025-12-13T22:54Z 1933 followers, XXX engagements "Reading the CARDAMYST label and the RAPID publication for funsies $MIST Some observations: In RAPID/RAPID Extension XX% self-administered a second XX mg dose (270 mg). Unsurprisingly (given the fact that most patients need multiple sprays for relief) the first XX minutes were not even better than placebo in arrhythmia termination (key hierarchical secondary endpoint HR 1.74; p=0.052). So CARDAMYST most often is not one-and-done and "instant rescue" wasnt demonstrated in RAPID. The label also includes an ED fail-safe: if symptoms dont improve within XX minutes after the second dose" [X Link](https://x.com/meremrtl/status/2000069044385333463) 2025-12-14T05:03Z 1940 followers, 26.4K engagements "$RARE $MREO Setrusumab's story has revolved around lumbar spine BMD gains. Yet a recent systematic review in OI found a disconnect. The biggest LS BMD gains did not track with better fracture outcomes. Pamidronate showed the largest LS BMD increase. Alendronate showed the largest placebo-adjusted LS BMD gain in the limited placebo data. But both were described as less favorable for fractures. In some cases fracture effects were negative. By contrast neridronate and olpadronate more consistently reduced fractures. Risedronate also helped but less. These drugs did not have the largest LS BMD" [X Link](https://x.com/meremrtl/status/2000382849455722806) 2025-12-15T01:50Z 1940 followers, 2139 engagements "Whats most disappointing has been $RARE's promotion of a cherry-picked before/after child vignette. Its emotionally persuasive but scientifically weak. It implies causality without controls and ignores obvious confounders like growth PT orthopedic care and natural year-to-year fracture variability. If Phase X falls short this framing will look particularly bad" [X Link](https://x.com/meremrtl/status/2000386728964530439) 2025-12-15T02:05Z 1942 followers, 1350 engagements "The person who designed this slide deserves a reward for honesty. They're supposed to make it look easy $MIST" [X Link](https://x.com/meremrtl/status/2000573654262747341) 2025-12-15T14:28Z 1940 followers, 2644 engagements "I got A LOT of positive feedback from my recent $MIST takes. Some people even complimented my looks As a result I did everyone the honor of publishing my thoughts" [X Link](https://x.com/meremrtl/status/2000749534599581790) 2025-12-16T02:07Z 1940 followers, 1011 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@meremrtl Stephen Ayers
Stephen Ayers posts on X about $mist, $rzlt, reduce, $xoma the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +830%
- X Month XXXXXXX +679%
- X Months XXXXXXX +6,693%
- X Year XXXXXXX +59%
Mentions: XX #
- X Week XX +30%
- X Month XXX +307%
- X Months XXX +1,711%
- X Year XXX +86%
Followers: XXXXX #
- X Week XXXXX +3.50%
- X Month XXXXX +18%
- X Months XXXXX +24%
- X Year XXXXX +16%
CreatorRank: XXXXXXX #
Social Influence
Social category influence cryptocurrencies #5915 finance XXXX%
Social topic influence $mist #5, $rzlt 16.67%, reduce #965, $xoma 4.76%, if you 4.76%, pip #264, target 2.38%, insurance 2.38%, $nuvbs 2.38%, $nuvl XXXX%
Top accounts mentioned or mentioned by @hawkking1515 @avidresearch @augurbio @nicholaschoupak @epickram @heybigsteve @jonnyfunguy @dramanstock @ej23ny @heybig_steve @jonny_fun_guy @c_sainzjr @jesse_brodkin @chiragontwtr
Top assets mentioned Mist (MIST) Nuvalent, Inc. Class A Common Stock (NUVL) Viking Therapeutics, Inc (VKTX) Wave Life Sciences Ltd. Ordinary Shares (WVE) SuperRare (RARE)
Top Social Posts
Top posts by engagements in the last XX hours
"$RZLT crazy how these drugs bounce around. Testing RZ358 (ex- $XOMA XXX from XX yrs ago) for chronic use in kids is wild to me. It may reduce short-term hypoglycemia but we have almost no data on long-term consequences of systemic insulin-receptor blockade"
X Link 2025-11-16T14:13Z 1933 followers, 5428 engagements
"$MIST The generic pill strategy (Diltiazem + Propranolol) converts XX% of PSVT patients with a mean time of XX minutes. Cardamyst asks insurers to pay $500+ to shave XX minutes off that wait time while offering a lower probability of total success (64% at the 30-minute primary endpoint). Target market: Wealthy highly anxious patients with excellent insurance who cannot tolerate an extra 20-30 minutes of palpitations. This is the type of drug you develop when you just want to feel like you're developing drugs"
X Link 2025-12-13T04:09Z 1940 followers, 10.6K engagements
"$NUVB's IBTROZI is a legit best-in-class ROS1 TKI but the stock is trading like a $1B+ U.S. franchise with minimal risk. I walk through incidence WAC math Sagard deal drag Nuvalent $NUVL threat and retail hype to show why risk/reward skews down from here"
X Link 2025-11-21T18:58Z 1896 followers, 1804 engagements
"He sells Metformina Natural weight-loss pills (with underdosed berberine) and now promotes $VKTX obesity data. Keep those commercial incentives in mind when you read his health and stock takes"
X Link 2025-12-02T15:00Z 1899 followers, 1058 engagements
"$WVE So everyone is just assuming the XXX% lean-mass increase is all muscle when DEXA-measured "lean mass" includes all non-fat non-bone tissue (e.g. water organs and so on) Seems like quite the assumption"
X Link 2025-12-09T14:43Z 1891 followers, 1406 engagements
"In this population the "lean mass" gains are actually far more likely to be a composite of non-fat tissues rather than skeletal muscle. Also note that DEXA precision error is typically 1-2%. Of course the trial is small N and placebo patients saw a XXX% increase as well. Then again the goal is to preserve muscle and the DEXA measurements are supportive. It would've been interesting to add a GLP-1 arm for a more informative comparison. $WVE"
X Link 2025-12-09T14:52Z 1890 followers, XXX engagements
"I for one am glad this odd strategy did not work. There was actually little appeal going into today because the stock was already priced for success. Be wary of retrofitted drugs. $RZLT"
X Link 2025-12-11T13:42Z 1889 followers, XXX engagements
"This was actually the 🚩that made me interested in $RZLT. Lots of coverage for an otherwise unknown small/microcap biotech reeks of promotion"
X Link 2025-12-11T13:55Z 1890 followers, 1316 engagements
"$RZLT This is why an accurate PoS is crucial in this space. Perhaps this model was accurate and its just that the XX% scenario happened I dont think thats the case. Would your opinion of the stock had changed if you believed the odds were actually much closer to 50/50"
X Link 2025-12-11T14:07Z 1890 followers, 7300 engagements
"I've since learned that this post was challenging for some to understand so let me explain it more. The issue isnt just that the XX% bear case happened. The deeper problem is that if the true probability of failure was closer to 50/50 then everyones prior on $RZLT was wrong. The Jefferies grid looks precise but if the inputs are off the whole expected value thesis strength and position sizing are built on sand. Why this is critical in biotech: ⚫Valuation = outcome probability. If investors model a XX% failure chance but reality is XX% they will systematically overpay for expected upside and"
X Link 2025-12-11T15:45Z 1890 followers, 2634 engagements
"@augurbio True. But before the July run-up into data $RZLT had been a microcap for years so the level of coverage was odd. More broadly because so many firms both cover stocks and run their offerings the indirect incentives behind Buy ratings make them essentially obsolete"
X Link 2025-12-11T16:59Z 1891 followers, XXX engagements
"@epickram Mostly a monitoring story. SMBG is a noisy caregiver-driven endpoint. CGM told the real story: XX% reduction on drug vs X% increase on placebo but nowhere near good enough. These kids were enrolled in a bad spell so some regression toward baseline was inevitable. $RZLT"
X Link 2025-12-11T19:02Z 1891 followers, XXX engagements
"Saw the STAT gym bro piece on $WVE's WVE-007. Im in a similar camp: INLIGHT is proof-of-biology not proof-of-concept. X% weight loss DEXA lean within noise no cardio-metabolic signal and a clear shift in managements narrative from weight loss like sema to body composition"
X Link 2025-12-12T02:21Z 1891 followers, 1696 engagements
"Bro thinks its a blockbuster 😵 $MIST"
X Link 2025-12-13T04:26Z 1903 followers, 3146 engagements
"Thats not what I think. Its just that we have that already in the form of dirt-cheap pills. Only benefit is onset-of-action and its not even by a lot. Orals are actually more effective if you can wait another XX minutes. No clear clinical benefit over conventional treatment"
X Link 2025-12-13T04:53Z 1897 followers, XXX engagements
"@heybig_steve @hawkking1515 Right and here we go with the testimonials. Please provide the $MIST data that confirms its drug cuts ER visits/events relative to pill-in-the-pocket"
X Link 2025-12-13T13:53Z 1901 followers, XXX engagements
"@NicholasChoupak You can say this and it sounds nice but theres no reason to believe that $MIST will change this. In fact the opposite can be argued just as easily"
X Link 2025-12-13T15:21Z 1901 followers, XXX engagements
"Youre treating ER volume as evidence PiP fails. It isnt. Its mostly a denominator problem: many patients arent on PiP cant use it or still go in for reassurance. Unless $MIST shows (in data) fewer ER visits vs standard care or PiP it will reduce ER burden is a hypothesis not a result. And for truly frequent disruptive SVT the durable fix is usually ablation not stacking more rescue meds"
X Link 2025-12-13T16:00Z 1901 followers, XXX engagements
"Wait this is their only asset $MIST"
X Link 2025-12-13T04:20Z 1915 followers, 2587 engagements
"@Drama_N_Stock Sure and what do the XX% of $MIST Cardamyst patients do when their heart is still running wild after XX minutes Where do you think they go Also where is the data that supports that Cardamyst is superior in any way to PiP"
X Link 2025-12-13T22:54Z 1933 followers, XXX engagements
"Reading the CARDAMYST label and the RAPID publication for funsies $MIST Some observations: In RAPID/RAPID Extension XX% self-administered a second XX mg dose (270 mg). Unsurprisingly (given the fact that most patients need multiple sprays for relief) the first XX minutes were not even better than placebo in arrhythmia termination (key hierarchical secondary endpoint HR 1.74; p=0.052). So CARDAMYST most often is not one-and-done and "instant rescue" wasnt demonstrated in RAPID. The label also includes an ED fail-safe: if symptoms dont improve within XX minutes after the second dose"
X Link 2025-12-14T05:03Z 1940 followers, 26.4K engagements
"$RARE $MREO Setrusumab's story has revolved around lumbar spine BMD gains. Yet a recent systematic review in OI found a disconnect. The biggest LS BMD gains did not track with better fracture outcomes. Pamidronate showed the largest LS BMD increase. Alendronate showed the largest placebo-adjusted LS BMD gain in the limited placebo data. But both were described as less favorable for fractures. In some cases fracture effects were negative. By contrast neridronate and olpadronate more consistently reduced fractures. Risedronate also helped but less. These drugs did not have the largest LS BMD"
X Link 2025-12-15T01:50Z 1940 followers, 2139 engagements
"Whats most disappointing has been $RARE's promotion of a cherry-picked before/after child vignette. Its emotionally persuasive but scientifically weak. It implies causality without controls and ignores obvious confounders like growth PT orthopedic care and natural year-to-year fracture variability. If Phase X falls short this framing will look particularly bad"
X Link 2025-12-15T02:05Z 1942 followers, 1350 engagements
"The person who designed this slide deserves a reward for honesty. They're supposed to make it look easy $MIST"
X Link 2025-12-15T14:28Z 1940 followers, 2644 engagements
"I got A LOT of positive feedback from my recent $MIST takes. Some people even complimented my looks As a result I did everyone the honor of publishing my thoughts"
X Link 2025-12-16T02:07Z 1940 followers, 1011 engagements