#  @midwit_capital MidCurveCapital
MidCurveCapital posts on X about $psnl, $gtlb, $tem, $mrna the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1595520954913931264/interactions)
- [--] Week [------] +16%
- [--] Month [-------] +86%
- [--] Months [-------] +552%
- [--] Year [-------] +694%
### Mentions: [--] [#](/creator/twitter::1595520954913931264/posts_active)
- [--] Week [--] -21%
- [--] Month [--] +50%
- [--] Months [---] +53%
- [--] Year [---] +118%
### Followers: [------] [#](/creator/twitter::1595520954913931264/followers)
- [--] Week [-----] +5.40%
- [--] Month [-----] +22%
- [--] Months [-----] +162%
- [--] Year [-----] +439%
### CreatorRank: [-------] [#](/creator/twitter::1595520954913931264/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [financial services](/list/financial-services) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands)
**Social topic influence**
[$psnl](/topic/$psnl) #15, [$gtlb](/topic/$gtlb) #2, [$tem](/topic/$tem), [$mrna](/topic/$mrna), [$ntra](/topic/$ntra), [$mrk](/topic/$mrk), [$te](/topic/$te), [ai](/topic/ai), [in the](/topic/in-the), [market](/topic/market)
**Top accounts mentioned or mentioned by**
[@tempusai](/creator/undefined) [@coatuemgmt](/creator/undefined) [@morganstanley](/creator/undefined) [@nanalyzetweets](/creator/undefined) [@goldmansachs](/creator/undefined) [@lefkofsky](/creator/undefined) [@personalisinc](/creator/undefined) [@midwitcapital](/creator/undefined) [@jpmorgan](/creator/undefined) [@petermantas](/creator/undefined) [@alphatrader00](/creator/undefined) [@bk8374021732854](/creator/undefined) [@maplefinance](/creator/undefined) [@convequity](/creator/undefined) [@cloudflare](/creator/undefined) [@eastdakota](/creator/undefined) [@alphawavesemi](/creator/undefined) [@frankmakrides](/creator/undefined) [@ambrygenetics](/creator/undefined) [@verdadcap](/creator/undefined)
**Top assets mentioned**
[GitLab Inc. (GTLB)](/topic/$gtlb) [Tempus AI, Inc. (TEM)](/topic/$tem) [Moderna Inc (MRNA)](/topic/$mrna) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Cloudflare, Inc. (NET)](/topic/$net) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Morgan Stanley (MS)](/topic/morgan-stanley) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Exact Sciences Corp (EXAS)](/topic/$exas) [NEO (NEO)](/topic/$neo) [Syrup (SYRUP)](/topic/$syrup) [Ciena Corporation (CIEN)](/topic/$cien) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Iris Energy Limited (IREN)](/topic/$iren) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Goldman Sachs (GS)](/topic/goldman-sachs) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Sea Limited (SE)](/topic/$se) [Unity Software Inc. (U)](/topic/$u)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Time Capsule from 2020: $MRNA CEO Stephane Bancel on mRNA vaccines and their outlook. If the decease mechanism isnt well understood we cant drug it easily with #mRNA. WGSequencing + Data Analytics will be essential to mRNA based #PCV. $PSNL"
[X Link](https://x.com/midwit_capital/status/1677987166314479617) 2023-07-09T10:39Z [--] followers, [--] engagements
"@Bullshark_2012 @PersonalisInc @multiomicsARK @lightspeedvp IMAO selling $PSNL now would be a mirror image of Solexa's acquisition by $ILMN in 2007"
[X Link](https://x.com/midwit_capital/status/1681291465023016960) 2023-07-18T13:14Z [--] followers, [--] engagements
"Another @midwit_capital favorite is Cloudflare $NET. Not cheap here but going to be an #AI winner"
[X Link](https://x.com/midwit_capital/status/1683937189493710851) 2023-07-25T20:28Z [--] followers, [--] engagements
"The next step will bea new early-stage trial to assess #mRNA-4157 in combo with Keytruda in lung cancer. Positive news for $PSNL (NeXT Platform is used for tumor profiling / antigen prediction in the $MRNA / $MRK PCV studies) as well"
[X Link](https://x.com/midwit_capital/status/1687127250313846785) 2023-08-03T15:44Z [--] followers, [--] engagements
"From $MRNA 23/Q2 EC: With their Individualized-Neoantigen-Therapy (INT) #mRNA-4157 Moderna plans to pursuit all other indications that $MRK KEYTRUDA is currently approved for (19):"
[X Link](https://x.com/midwit_capital/status/1688909864335245312) 2023-08-08T13:47Z [--] followers, [----] engagements
"Interesting language pivot from $MRNA. From: Personalized Cancer Vaccine (PCV) To: Individualized Neoantigen Therapy (INT)"
[X Link](https://x.com/midwit_capital/status/1688991127179800577) 2023-08-08T19:10Z [---] followers, [---] engagements
"Decent $PSNL earnings call It seams like expenses have toped & revenues have bottomed. The analysts didn't sent their interns & sounded pretty engaged this time. Extension of VA MVP lot's of $MRNA / $MRK revenue coming LDT & NeXT Personal to launch soon. Good stuff🙂"
[X Link](https://x.com/midwit_capital/status/1689030706335232000) 2023-08-08T21:47Z [--] followers, [--] engagements
"$ILMN veteran Courtney McCormick is leading an effort at $PSNL to cut turn-around-time by 60% for patient samples in $MRNA mRNA-4157 clinical trials"
[X Link](https://x.com/midwit_capital/status/1695012159208493387) 2023-08-25T09:56Z [--] followers, [---] engagements
"$MRK Patent on KEYTRUDA (Pembrolizumab) is expiring in [----]. mRNA-4157 (developed together with $MRNA) + KEYTRUDA reduced the risk of recurrence or death in melanoma by 44% compared with KEYTRUDA alone. FY [----] KEYTRUDA sales where $20.9 Billion. $PSNL is part of that story"
[X Link](https://x.com/midwit_capital/status/1695093609153106036) 2023-08-25T15:19Z [---] followers, [---] engagements
"@AlbertVilella Another potential candidate to acquire $PSNL is Agilent - $A IMO. They have a large PD-L1 expression CDx relationship with $MRK / Keytruda. Seams reasonable that they would want to accompany $MRK & $MRNA into INT's"
[X Link](https://x.com/midwit_capital/status/1696485013812904362) 2023-08-29T11:28Z [---] followers, [---] engagements
"Wanted to point out that Dr. Jeffrey Weber is the principal investigator on the $MRK / $MRNA mRNA-4157 trial. If he is optimistic so I choose to be. :) $PSNL is well positioned to support the subsequent INT phase III trails as well. Some highlights from the interview:"
[X Link](https://x.com/midwit_capital/status/1696513303592288589) 2023-08-29T13:21Z [--] followers, [--] engagements
"Noteworthy study in this context. $MRK & $PSNL. Future comprehensive molecular classifiers can expand delineate subtypes and eventually lead to biomarker driven precision oncology focused patient selection. https://aacrjournals.org/cancerres/article/82/12_Supplement/5743/704116/Abstract-5743-Comprehensive-next-generation Jeffrey S. Weber MD PhD is looking ahead on NGS guided cancer treatment: "We need biomarkers & picking the patients most likely to benefit from treatment I think that's where the field is going." "Analyze patients upfront and choose a trial based on molecular diagnostics.""
[X Link](https://x.com/midwit_capital/status/1696878658256818502) 2023-08-30T13:32Z [---] followers, [---] engagements
"$ILMN TruSight Oncology [---] (TSO500) does compare favorably to FoundationOne CDx (F1CDx)"
[X Link](https://x.com/midwit_capital/status/1698664361286369367) 2023-09-04T11:48Z [--] followers, [---] engagements
"$PSNL NeXT Dx does compare favorably to $ILMN TruSight Oncology [---] (TSO500)"
[X Link](https://x.com/midwit_capital/status/1698664363488419987) 2023-09-04T11:48Z [--] followers, [---] engagements
"Never quite understood $ILMN's approach to compete with it's customers in the first place. Illumina $ILMN names Agilent executive as new CEO https://t.co/RCiqIVUXdH via @matthewherper Illumina $ILMN names Agilent executive as new CEO https://t.co/RCiqIVUXdH via @matthewherper"
[X Link](https://x.com/midwit_capital/status/1699370902930993227) 2023-09-06T10:36Z [---] followers, [---] engagements
"Individualized Neoantigen Therapies are happening Billions of people got a #mRNA shot during Covid-19. Little known fact: The $MRNA / $BNTX Covid-shot was based on the #mRNA technology they where initially developing for individualized cancer therapies"
[X Link](https://x.com/midwit_capital/status/1699488940179280013) 2023-09-06T18:25Z [--] followers, [---] engagements
"The Covid-19 vaccines where safe & worked Initial data for the cancer vaccines (INTs) from $mRNA / $MRK as well as data from $BNTX / $RHHBY are looking very promising. Both INT's are enabled by Next-Generation-Sequencing. Exiting times for $PSNL as well"
[X Link](https://x.com/midwit_capital/status/1699488942100267014) 2023-09-06T18:25Z [--] followers, [---] engagements
"Everyone who is rooting for $PSNL to be acquired should read the Solexa story: Impossible to know the counterfactual outcome but one could argue that $650M for what today is the foundation of all $ILMN sequencing instruments was a steal"
[X Link](https://x.com/midwit_capital/status/1699707044893172127) 2023-09-07T08:51Z [--] followers, [---] engagements
"$PSNL NeXT Dx analyzes both tumor tissue and matched normal DNA to distinguish somatic mutations from germline mutations. Tumor-only sequencing relies on germline databases potentially leading to false somatic mutations especially in non-European patients"
[X Link](https://x.com/midwit_capital/status/1701665750967062845) 2023-09-12T18:35Z [---] followers, [---] engagements
"Remarkably our validation data indicated that 33.9% of the small variants were discordant between $PSNL NeXT Dx and the reference method. *cough* $ILMN *cough* This illustrates a limitation of tumor-only testing which could impact therapy selection for a cancer patient"
[X Link](https://x.com/midwit_capital/status/1701670724732121311) 2023-09-12T18:54Z [--] followers, [---] engagements
"@scottsinvesting This is worth watching: Patent on KEYTRUDA is expiring in [----]. $20.9 Billion Rev " $MRK said it may seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." ➡ mRNA-4157"
[X Link](https://x.com/midwit_capital/status/1701677174053302552) 2023-09-12T19:20Z [--] followers, [--] engagements
"@scottsinvesting IF past is prologue. $MRK / $MRNA could initiate a whole series of Phase III mRNA-4157 trails that could all be supported by $PSNL. I'll take those odds any day"
[X Link](https://x.com/midwit_capital/status/1701678599227465938) 2023-09-12T19:26Z [--] followers, [---] engagements
"Bold statements from $MRNA CEO Stphane Bancel. $PSNL is part of the story here. "Liquid biopsies which aim to spot cancer early by trawling for genetic debris from tumors in the blood may be key to that goal""
[X Link](https://x.com/anyuser/status/1702081950981210350) 2023-09-13T22:08Z [--] followers, [---] engagements
"According to $MRNA CEO Stphane Bancel $PSNL is in the molecular mugshots business"
[X Link](https://x.com/midwit_capital/status/1702356579394207902) 2023-09-14T16:20Z [--] followers, [---] engagements
"So far there are [--] #mRNA4157 Phase III planed by $MRNA / $MRK. Many more to come. Hopefully all supported by $PSNL"
[X Link](https://x.com/midwit_capital/status/1704095142880190935) 2023-09-19T11:28Z [--] followers, [---] engagements
"@Bobebbop " $MRNA plans to invest $25 billion in R&D from [----] through 2028." Stphane Bancel. Let's say 10% of that is budgeted for INT's + $MRK committing the same amount = $5B combined. Positive data is what they are hoping to generate with that money. $PSNL main output is data"
[X Link](https://x.com/midwit_capital/status/1704099149140955360) 2023-09-19T11:44Z [--] followers, [---] engagements
"$PSNL will host a Conference Call on the 24th of October to discuss the results as well. Hope to see a bit of a capital markets charm offensive over the next few months"
[X Link](https://x.com/midwit_capital/status/1715852617119600671) 2023-10-21T22:08Z [--] followers, [---] engagements
"@joaosoveral [--]. I think the competition can ultimately catch up but since $PSNL has designed / validated NeXT as a WGS panel anticipating the $100 Genome they are in the lead. [--]. Runway is an issue I dont have a good answer. They will need to raise capital / depth. Question is price"
[X Link](https://x.com/midwit_capital/status/1717557196303540334) 2023-10-26T15:02Z [--] followers, [--] engagements
"$MRNA fumbling. COVID revenues are a thing of the past. $MRNA will have a razor sharp focus on cancer (#mRNA-4157) & other pipeline asset's moving forward. Good for $PSNL as their NeXT Platform is designed into Moderna's INT pipeline"
[X Link](https://x.com/midwit_capital/status/1720052482687033463) 2023-11-02T12:17Z [--] followers, [---] engagements
"@birgirm80 Yes within the realm of possible outcomes: https://x.com/midwit_capital/status/1666804340252897281s=20 @AlbertVilella Maybe $MRNA / $MRK I hope $PSNL won't be acquired though. https://x.com/midwit_capital/status/1666804340252897281s=20 @AlbertVilella Maybe $MRNA / $MRK I hope $PSNL won't be acquired though"
[X Link](https://x.com/midwit_capital/status/1720060143482659251) 2023-11-02T12:47Z [---] followers, [---] engagements
""Neoantigen Vaccine approaches will change the face of Cancer therapy." Jeffrey S. Weber MD PhD on #mRNA-4157 $MRNA / $MRK / $PSNL https://medicaldigest.org/scientific-contents/interview:keynote-942-mrna-based-vaccine-and-novel-techniques-field-melanoma https://medicaldigest.org/scientific-contents/interview:keynote-942-mrna-based-vaccine-and-novel-techniques-field-melanoma"
[X Link](https://x.com/midwit_capital/status/1720431452381172152) 2023-11-03T13:23Z [---] followers, [---] engagements
"$PSNL flat on large volumes over the past [--] days. (Since Q3 [--] Earnings Call) Feels like something changed under the hood"
[X Link](https://x.com/midwit_capital/status/1723056251649589287) 2023-11-10T19:13Z [--] followers, [---] engagements
"@convequity Another vector of competition is network capacity. $NET has had traditionally a lot of out-bound traffic. SASE/SSE is in-bound traffic which was underutilized. Price: "The reason we got into the Zero Trust space was pretty much because we had all this excess capacity.""
[X Link](https://x.com/midwit_capital/status/1724351253231042595) 2023-11-14T08:59Z [--] followers, [---] engagements
"@convequity This specific conjuncture should give $NET more leverage to lower prices➡ more attractive position then $ZS"
[X Link](https://x.com/midwit_capital/status/1724353905511793083) 2023-11-14T09:09Z [--] followers, [--] engagements
"Another 1.5M $PSNL shares traded yesterday on 10% price appreciation (In-line with sector gains). 7.5M shares (15% of shares outstanding) traded since earnings. Another 1M $PSNL shares traded (4x ) on low price action yesterday. Another 1M $PSNL shares traded (4x ) on low price action yesterday"
[X Link](https://x.com/midwit_capital/status/1724732700672528523) 2023-11-15T10:14Z [---] followers, [---] engagements
"Spoiler alert: Its $PSNL"
[X Link](https://x.com/midwit_capital/status/1725261939809349979) 2023-11-16T21:17Z [--] followers, [---] engagements
"@DanTheInvestah @GeneInvesting Here some things I am watching. $PSNL catalysts for 2024: https://t.co/Nf8rANCbEp $PSNL catalysts for 2024: https://t.co/Nf8rANCbEp"
[X Link](https://x.com/midwit_capital/status/1726502774907732327) 2023-11-20T07:28Z [---] followers, [--] engagements
"@extremetechfund Great read many thanks I'm most curious about how efficient the scheduling of inference tasks will be on WorkersAI. Could result in an utilization & cost advantage for $NET"
[X Link](https://x.com/midwit_capital/status/1726965856968876421) 2023-11-21T14:08Z [--] followers, [---] engagements
"Chris Hall & Richard Chen on @mendelspod Love to see it. $PSNL https://www.mendelspod.com/p/chris-hall-and-rich-chen-of-personalis#details https://www.mendelspod.com/p/chris-hall-and-rich-chen-of-personalis#details"
[X Link](https://x.com/midwit_capital/status/1727043272001155244) 2023-11-21T19:16Z [---] followers, [----] engagements
"@TheStreet @atulbutte @CathieDWood will be vindicated. $PSNL"
[X Link](https://x.com/midwit_capital/status/1727052016009019426) 2023-11-21T19:51Z [---] followers, [---] engagements
"My favorite high-level take away from the $PSNL interview: @TheralDTimpson (please correct me if Im wrong) seemed to be genuinely impressed by the breath depth & capabilities of the NeXT Personal Platform. Mind you that he is among the most informed people in this space"
[X Link](https://x.com/midwit_capital/status/1728341763155165219) 2023-11-25T09:16Z [--] followers, [--] engagements
"$EXAS CEO @KevinConroyCEO at Jefferies London: MRD could be one of the most innovative & impactful new tests in cancer care. Both $PSNL & $EXAS will be reading out data from their respective #MRD breast cancer studies in [----]. Will be interesting to see how they compare"
[X Link](https://x.com/midwit_capital/status/1728366455786557863) 2023-11-25T10:54Z [--] followers, [--] engagements
"@Biotech2k1 Cloudflare / $NET: Great company with lot's of growth ahead. As an added option they are in a unique position to provide inference solutions for AI applications"
[X Link](https://x.com/midwit_capital/status/1729205728710369731) 2023-11-27T18:29Z [--] followers, [---] engagements
"4/ A different way to think about it. Buying $PSNL is effectively a way of shorting sequencing cost. XD"
[X Link](https://x.com/midwit_capital/status/1729248365383385089) 2023-11-27T21:18Z [--] followers, [---] engagements
"5/ $ILMN has achieved the $200 Genome at scale with the NovaSeq X. The $100 Genome is in sight. $PSNL has designed their NeXT Personal Platform around the continuation of this curve. In hindsight their design choices will seem obvious. Trust the exponential"
[X Link](https://x.com/midwit_capital/status/1729252958695547331) 2023-11-27T21:36Z [--] followers, [---] engagements
"Great coverage on $PSNL. We are proud to be the engine behind $MRNA & $MRK vaccine and expect our partnership with Moderna to accelerate our revenue over the next 12-to-24 months"
[X Link](https://x.com/midwit_capital/status/1732051614918234439) 2023-12-05T14:57Z [--] followers, [---] engagements
"Some interesting mental gymnastics by AWS CEO Adam Selipsky on the Norwegian Wealth Fund (@NorgesBank) podcast. Your margin is my." what again @Cloudflare / @eastdakota / $NET"
[X Link](https://x.com/midwit_capital/status/1732384204149698611) 2023-12-06T12:59Z [--] followers, [---] engagements
"@AlphaBetaAnil Consider: Not only $MRNA have a lot riding on the prospects of mRNA-4157"
[X Link](https://x.com/midwit_capital/status/1736185344712638704) 2023-12-17T00:43Z [--] followers, [---] engagements
"Under the hood a good year for $PSNL. Some of those partnerships / initiatives will translate into revenue growth in [----]. Weve had a number of exciting announcements this year. Join us in recapping all of the amazing milestones pushing us toward our goal of improving the lives of cancer patients. #PrecisionOncology #Genomics #NGS https://t.co/LZHsiRY82O Weve had a number of exciting announcements this year. Join us in recapping all of the amazing milestones pushing us toward our goal of improving the lives of cancer patients. #PrecisionOncology #Genomics #NGS https://t.co/LZHsiRY82O"
[X Link](https://x.com/midwit_capital/status/1737779372709339311) 2023-12-21T10:17Z [--] followers, [---] engagements
"Are you paying attention $MRNA / $PSNL"
[X Link](https://x.com/midwit_capital/status/1738470769544368207) 2023-12-23T08:05Z [--] followers, [---] engagements
"Weather forecast. - $PSNL now trading decisively above all MMA's. - The large seller (J. P. Morgan) is done selling. - Lot's of potentially positive catalysts ahead. - Expectations for the company are rock bottom. Blue Skies Ahead $PSNL trading above the [--] / [--] / [---] Daily Modified Moving Average 200day MMA next (currently at 2$) which should hopefully put us on a new uptrend. The stock is up 100% from it's bottom tick just a few weeks ago. :) https://t.co/Akqxtywp5l $PSNL trading above the [--] / [--] / [---] Daily Modified Moving Average 200day MMA next (currently at 2$) which should hopefully"
[X Link](https://x.com/midwit_capital/status/1740387981444395121) 2023-12-28T15:03Z [---] followers, [---] engagements
"While it's never been fully confirmed or denied it's looking increasingly like $PSNL's Neoantigen prediction algorithms are used in $MRK / $MRNA mRNA-4157"
[X Link](https://x.com/anyuser/status/1740437434075423051) 2023-12-28T18:19Z [--] followers, [---] engagements
".or we cant agree whos good at it but we are going to get there with more interactions knowledge & computational efforts. With SHERPA $PSNL has a high performing algorithm that has shown superior results on the TESLA data set"
[X Link](https://x.com/midwit_capital/status/1740953769301700958) 2023-12-30T04:31Z [--] followers, [--] engagements
"With the ongoing $MRK/ $MRNA mRNA-4157 trials $PSNL should be in a position to collect lots of data with which it can further improve its Neoantigen Prediction Machine Learning Model"
[X Link](https://x.com/midwit_capital/status/1740953773399523699) 2023-12-30T04:31Z [--] followers, [---] engagements
"Aunt @CathieDWood attributing all of $PSNL recent performance on positive $MRNA mRNA-4157 data is a bit too narrow focused IMAO. More things have been happening under the hood. Not even the experts are paying close attention [----] will be a good year for $PSNL"
[X Link](https://x.com/midwit_capital/status/1741864448577728611) 2024-01-01T16:50Z [--] followers, [---] engagements
"Next we will start hearing how the company on which sequencing data the $MRNA oncology franchise is built on is trading at negative enterprise value. $PSNL Since $MRNA stock price is getting stronger we will start hearing how their vaccine franchise and oncology franchise are undervalued. This is the dance of the stock market Since $MRNA stock price is getting stronger we will start hearing how their vaccine franchise and oncology franchise are undervalued. This is the dance of the stock market"
[X Link](https://x.com/midwit_capital/status/1744317762103906814) 2024-01-08T11:18Z [--] followers, [---] engagements
"Not only $MRNA has a lot riding on the success of mRNA-4157 Consider $MRK: Its cash cow Keytruda (Top [--]. grossing drug globally) could receive patent extensions for INT combination therapies. $PSNL is instrumental in making INTs a reality $MRK Key Keytruda Patents start to expire in [----]. $MRNA & $MRK V940-001 (mRNA-4157) primary completion date is October [----]. Earlier readouts assured. Tell me do you believe in coincidences https://t.co/uN1AKi7eTO $MRK Key Keytruda Patents start to expire in [----]. $MRNA & $MRK V940-001 (mRNA-4157) primary completion date is October [----]. Earlier readouts"
[X Link](https://x.com/anyuser/status/1744329276709916723) 2024-01-08T12:04Z [--] followers, [---] engagements
"$MRNA at JPM: We recently released in our Phase III trial that after [--] years it improves the risk of recurrence by 49% we are quite encouraged by that. And as a result of that we have started and are enrolling two Phase III trials both in adjuvant melanoma and in NSCLC. Not only $MRNA has a lot riding on the success of mRNA-4157 Consider $MRK: Its cash cow Keytruda (Top [--]. grossing drug globally) could receive patent extensions for INT combination therapies. $PSNL is instrumental in making INTs a reality https://t.co/wVWwczpesE Not only $MRNA has a lot riding on the success of mRNA-4157"
[X Link](https://x.com/midwit_capital/status/1744691169978978439) 2024-01-09T12:02Z [--] followers, [---] engagements
"And then I think the news is and we've been saying this for a while is we want to rapidly expand into additional clinical studies. This is in combination with $MRK"
[X Link](https://x.com/midwit_capital/status/1744691174613672370) 2024-01-09T12:02Z [--] followers, [--] engagements
"$NET is in a great position to become a leading Edge AI Cloud. The edge AI market is forecast to expand at a rapid 25.2% CAGR to more than $143 billion by [----] reaching nearly 10x its $15 billion size in [----]. $NVDA $AMD $NET $MSFT $GOOG https://t.co/3585UCNljy The edge AI market is forecast to expand at a rapid 25.2% CAGR to more than $143 billion by [----] reaching nearly 10x its $15 billion size in [----]. $NVDA $AMD $NET $MSFT $GOOG https://t.co/3585UCNljy"
[X Link](https://x.com/midwit_capital/status/1744754093435019589) 2024-01-09T16:12Z [--] followers, [---] engagements
"Great podcast with $MRNA CEO Bancel on @BaillieGifford. I believe we're going to see in our lifetime cancer moving from a death sentence to a disease that most of the time you can manage. Information gained via NGS will be 🔑 to that vision $PSNL In good company: Via the @TempusLabs x @PersonalisInc deal the following investors will be future $PSNL shareholders. 🙂 Specifically happy about @BaillieGifford & @Google https://t.co/ee00vDN2G5 In good company: Via the @TempusLabs x @PersonalisInc deal the following investors will be future $PSNL shareholders. 🙂 Specifically happy about"
[X Link](https://x.com/midwit_capital/status/1745092032001929418) 2024-01-10T14:35Z [--] followers, [---] engagements
"Spending some time in Sri Lanka at the moment. As a western citizen you dont really appreciate internet speed since its ubiquitous for regular usage. Over here you can experienced first hand the difference @Cloudflare is making $NET"
[X Link](https://x.com/midwit_capital/status/1745109123543539956) 2024-01-10T15:43Z [--] followers, [---] engagements
"Mind that $PSNL NeXT Dx will not need to expand the gene footprint of the assay (re-validation) of new clinically relevant genes as its covering all 20k genes already. Underappreciated fact about $PSNL NeXT Dx: "NeXT Dx is a WES/WTS assay covering over 20k genes allowing expansion of clinical reporting as molecular alterations with clinical significance are discovered." Underappreciated fact about $PSNL NeXT Dx: "NeXT Dx is a WES/WTS assay covering over 20k genes allowing expansion of clinical reporting as molecular alterations with clinical significance are discovered.""
[X Link](https://x.com/midwit_capital/status/1747501738477625457) 2024-01-17T06:10Z [--] followers, [--] engagements
"Ergo $PSNL NeXT Dx is well positioned for future evidence: "Presently most commercial NGS platforms lack scalability for future approved targets since they are limited to smaller gene panels that do not comprehensively cover potential future clinically relevant alterations." $PSNL NeXT Dx is not. "Presently most commercial NGS platforms lack scalability for future approved targets since they are limited to smaller gene panels that do not comprehensively cover potential future clinically relevant alterations." $PSNL NeXT Dx is not"
[X Link](https://x.com/midwit_capital/status/1747501740801278310) 2024-01-17T06:10Z [--] followers, [--] engagements
"$PSNL .@PersonalisInc has received a final #Medicare coverage determination for its NeXT Dx comprehensive tumor genomic profiling assay providing access for the nations Medicare and #MedicareAdvantage beneficiaries. @CLPmag shares more: #genomics https://t.co/WJYB340wgV .@PersonalisInc has received a final #Medicare coverage determination for its NeXT Dx comprehensive tumor genomic profiling assay providing access for the nations Medicare and #MedicareAdvantage beneficiaries. @CLPmag shares more: #genomics https://t.co/WJYB340wgV"
[X Link](https://x.com/midwit_capital/status/1748383539815419938) 2024-01-19T16:34Z [---] followers, [---] engagements
"@LA_stevens_ + $NET"
[X Link](https://x.com/midwit_capital/status/1748719542774255719) 2024-01-20T14:50Z [--] followers, [--] engagements
"I want to be clear: I dont know much about gaming but seams noteworthy that next to Free Fire trending again Garena had another smash hit game with Black Clover M in Q4 [----]. $SE Q4 will be interesting. Free Fire was the most downloaded Gaming App Worldwide in November Bullish $SE https://t.co/W2bAzg4aps Free Fire was the most downloaded Gaming App Worldwide in November Bullish $SE https://t.co/W2bAzg4aps"
[X Link](https://x.com/anyuser/status/1749705910811865413) 2024-01-23T08:09Z [--] followers, [---] engagements
"$SE YoY growth comps will trigger some spreadsheets. TikTok & Tokopedia partnership was likely brokered by Masa @SoftBank. I don't believe in forced marriage. Free Fire ( $SE 💵🐮) trending again & Black Clover M will add some spice. Doesn't mean much for revenue but directionally it's interesting that even if Shopee grows orders by just 5% QoQ YoY order growth will be over 35%. Q4 is a very easy comp for orders. Also nice that they front-loaded so much investment in live-streaming in Q3 and TikTok Shop was Doesn't mean much for revenue but directionally it's interesting that even if Shopee"
[X Link](https://x.com/midwit_capital/status/1750101488658010473) 2024-01-24T10:21Z [--] followers, [---] engagements
"$PSNL DNA sequencing platform is playing a key role is bespoke cancer vaccines developed by $MRNA & $MRK. From personalised cancer vaccines to treating latent viruses we spoke to @moderna_tx's CEO to discover the true potential of #mRNA technology: https://t.co/LsXL8rUQpb Capital at risk. #InvestInProgress From personalised cancer vaccines to treating latent viruses we spoke to @moderna_tx's CEO to discover the true potential of #mRNA technology: https://t.co/LsXL8rUQpb Capital at risk. #InvestInProgress"
[X Link](https://x.com/midwit_capital/status/1752301760234844584) 2024-01-30T12:04Z [--] followers, [---] engagements
"@CapitalPhylum There is potential for near term revenue growth from mRNA-4157 & Biopharma before $PSNL MRD platform can ramp. Wont take much to incrementally improve the outlook:"
[X Link](https://x.com/midwit_capital/status/1753763249789493606) 2024-02-03T12:51Z [--] followers, [--] engagements
"$NET earnings will be 🔥🔥🔥 I'm told there are some who read my music choices while writing @Cloudflare's quarterly earnings for hints. Unfortunately this time I'm sitting in a New York hotel lobby and don't have control over the music. But I do have a crackling real-wood fire which is pretty awesome I'm told there are some who read my music choices while writing @Cloudflare's quarterly earnings for hints. Unfortunately this time I'm sitting in a New York hotel lobby and don't have control over the music. But I do have a crackling real-wood fire which is pretty awesome"
[X Link](https://x.com/midwit_capital/status/1754414737876545824) 2024-02-05T08:00Z [---] followers, [---] engagements
"Speculating why $SE short interest is so high: Cloud be that a lot of funds have been putting on a LONG: $MELI / $AMZN SHORT: $SE / $BABA trade. For the past year that trade had a stellar performance. With $SE on the move again lately I'd be slowly looking to cover it"
[X Link](https://x.com/midwit_capital/status/1755520113694978513) 2024-02-08T09:13Z [---] followers, [---] engagements
"Could it be that C2i ( $VCYT ) & $PSNL are in a position where their ultra-deep-sequencing platforms can capture more value from falling DNA sequencing cost than others Most other genomic diagnostics companies have optimized around their highest input to COGS: Sequencing cost. @OmicsOmicsBlog #AGBT24 Maybe obvious but plasma Liquid biopsy COGS are mostly sequencing. Some products sacrifice sensitivity vs cost. @OmicsOmicsBlog #AGBT24 Maybe obvious but plasma Liquid biopsy COGS are mostly sequencing. Some products sacrifice sensitivity vs cost"
[X Link](https://x.com/midwit_capital/status/1755593092395151736) 2024-02-08T14:03Z [---] followers, [----] engagements
"👀All eyes on $NET earnings tonight.👀 Specifically interested in comments & questions around Workers AI. About time for the AI frenzy to extend from the hardware enablers to infrastructure / software enablers. Cloudflare has a singular position here"
[X Link](https://x.com/midwit_capital/status/1755609705005846550) 2024-02-08T15:09Z [---] followers, [---] engagements
"@DeepSailCapital Look no further than $NET earnings tonight. Set up from the last EC:"
[X Link](https://x.com/midwit_capital/status/1755630331141542155) 2024-02-08T16:31Z [---] followers, [----] engagements
"Long until wall street is modeling for sama 7T semi fab and Jim Keller turning the earths crust into one large semiconductor. Heres what youre going to want to do get a team of people who are the best at what they do. So: Sam Altman raises the money Jensen Huang runs the company Re employees: we can use about a trillion of that to invent a way to teleport Taiwan into the continental US right Heres what youre going to want to do get a team of people who are the best at what they do. So: Sam Altman raises the money Jensen Huang runs the company Re employees: we can use about a trillion of that"
[X Link](https://x.com/midwit_capital/status/1755876638162584039) 2024-02-09T08:49Z [---] followers, [--] engagements
"Some comments from the @alphawavesemi executive team on the competitive dynamics between $MRVL & $AWE.L. Remember: One is 60B MCap the other a 1B MCap company"
[X Link](https://x.com/midwit_capital/status/1755917099543736605) 2024-02-09T11:30Z [---] followers, [---] engagements
"We asked $NET delivered: Inference Goldilocks. 👀All eyes on $NET earnings tonight.👀 Specifically interested in comments & questions around Workers AI. About time for the AI frenzy to extend from the hardware enablers to infrastructure / software enablers. Cloudflare has a singular position here. https://t.co/JglHfjxVnr 👀All eyes on $NET earnings tonight.👀 Specifically interested in comments & questions around Workers AI. About time for the AI frenzy to extend from the hardware enablers to infrastructure / software enablers. Cloudflare has a singular position here. https://t.co/JglHfjxVnr"
[X Link](https://x.com/midwit_capital/status/1755922764685291971) 2024-02-09T11:53Z [---] followers, [---] engagements
"$MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." $MRNA mRNA4157 is a prime candidate for such patent extension ambitions. Both companies have a lot riding on INTs. Keytruda does $25 billion a year for $MRK and begins to expire in [----]. That is about 40% of Merck's sales. That is a huge amount linked to a single drug. Still growing double digits though. Keytruda does $25 billion a year for $MRK and begins to expire in [----]. That is about 40% of Merck's sales. That is a huge amount linked to"
[X Link](https://x.com/midwit_capital/status/1757859449828446655) 2024-02-14T20:08Z [---] followers, [---] engagements
"Structurally bullish $AWE.L $NVDA has InfiniBand. For everyone else there is @alphawavesemi. Interesting that since [----] Nvidias networking revenue has grown faster than their datacenter GPU revenue. Obviously IB attach rate to GPUs has grown tremendously but still. (Using Mellanoxs revenue in [----] as the basis for this comparison). Interesting that since [----] Nvidias networking revenue has grown faster than their datacenter GPU revenue. Obviously IB attach rate to GPUs has grown tremendously but still. (Using Mellanoxs revenue in [----] as the basis for this comparison)"
[X Link](https://x.com/midwit_capital/status/1760306650613764244) 2024-02-21T14:13Z [---] followers, [---] engagements
"$MRNA & $MRK plan to initiate clinical studies (mRNA-4157 INT) in additional tumor types in [----]. Good news for $PSNL as well who is providing NGS services to support those trials"
[X Link](https://x.com/midwit_capital/status/1760641208215376234) 2024-02-22T12:22Z [---] followers, [---] engagements
"Putting one & one together: Cloudflare + exploding inference demands = Peanut butter + Ice cream $NET On February 6th [----] we announced [--] new models that we added to our catalog for text generation classification and code generation use cases. Today were back with [--] more models focused on enabling new types of tasks and use cases with Workers AI. https://t.co/KDDVgBR3tm https://t.co/xtk5gHgySD On February 6th [----] we announced [--] new models that we added to our catalog for text generation classification and code generation use cases. Today were back with [--] more models focused on enabling new"
[X Link](https://x.com/midwit_capital/status/1762937351485944242) 2024-02-28T20:26Z [---] followers, [---] engagements
"$PSNL missed EPS estimates in Q4 [----]. If one adjusts for the funny Tempus warrants fair value accounting they have beat expectations with (0.45) net loss per share though. Estimate was (0.50)"
[X Link](https://x.com/midwit_capital/status/1763224113747783745) 2024-02-29T15:26Z [---] followers, [---] engagements
"Going even one step further -which I don't recommend- and adjusting for restructuring cost (nonrecurring) as well the net loss was (037). Outlook for $PSNL should improve moving forward"
[X Link](https://x.com/midwit_capital/status/1763230393145180608) 2024-02-29T15:50Z [---] followers, [---] engagements
"Maybe some analysts will slowly start changing their mind on $PSNL Notoriously useless for the most part though. $PSNL - Needham raises Personalis price target to $3.50 from $2.30 Buy rating. $PSNL - Needham raises Personalis price target to $3.50 from $2.30 Buy rating"
[X Link](https://x.com/midwit_capital/status/1763277451109544115) 2024-02-29T18:57Z [---] followers, [---] engagements
"@The_AI_Investor If inference is first and foremost an install base problem it should be pretty bullish for $NET imo"
[X Link](https://x.com/midwit_capital/status/1766391473019170825) 2024-03-09T09:11Z [---] followers, [---] engagements
"Key takeaway from the $MRVL EC is that the electro-optics business is booming and will grow proportionately to AI accelerators moving forward. Considering the dampened expectations in $MRVL other businesses segments $AWE.L should be a cleaner way to get exposure to said trend"
[X Link](https://x.com/midwit_capital/status/1766437547184455873) 2024-03-09T12:15Z [---] followers, [---] engagements
"@Pharmdca Worth considering here: $MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." $MRNA mRNA4157 is a prime candidate for such patent extension ambitions. Both companies have a lot riding on INTs. $MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." $MRNA mRNA4157 is a prime candidate for such patent extension ambitions. Both companies have a lot riding on INTs"
[X Link](https://x.com/midwit_capital/status/1767299319185408057) 2024-03-11T21:19Z [---] followers, [----] engagements
"$PSNL is pouring cold water on $NTRA: "In a recent study on resected CRC patients one ctDNA assay Signatera detected tumor recurrence 53.3% of the time no better than imaging and CEA which had a 60.0% detection rate.""
[X Link](https://x.com/midwit_capital/status/1770864718216831292) 2024-03-21T17:27Z [---] followers, [---] engagements
"Noteworthy that there is a step between [--] & [--] where $PSNL is performing WGS on the tissue samples + likely monitoring therapy response. From $PSNL 10-Q: "We are providing genomic testing to $MRNA in its ongoing clinical trials evaluating a personalized cancer vaccine." $MRK Keytruda PD-L1 acts based off of antigen presentation. $MRNA is taking tumor tissue then creating mRNA Individual Neoantigen Therapy (INT) to increase on target PD-L1 targeting. Up to [--] targets. Expect big things 2H2024 1H2025 [--] downside manufactured not off the shelf https://t.co/42ig3HukuA $MRK Keytruda PD-L1 acts based"
[X Link](https://x.com/midwit_capital/status/1777976651005010272) 2024-04-10T08:27Z [---] followers, [---] engagements
"Decent chance that $PSNL will establish itself as the main sequencing provider for $MRNA & $MRK INT's if they should become a success. Moderna is taking a multipronged approach in #oncology with investigational #mRNA candidates targeting multiple cancer types. One such approach is our investigational individualized neoantigen therapy which we are developing in collaboration with @Merck and is being https://t.co/LgnSOYdnci Moderna is taking a multipronged approach in #oncology with investigational #mRNA candidates targeting multiple cancer types. One such approach is our investigational"
[X Link](https://x.com/midwit_capital/status/1777980534557184417) 2024-04-10T08:42Z [---] followers, [---] engagements
"Michael Buckley (Duquesne) is pitching $NTRA at @SohnConf. I'm pitching $PSNL on here. $NTRA is clearly the leader in MRD today but $PSNL has a shot on delivering a test with superior performance at a similar (or higher) price point. https://www.youtube.com/watchv=4OyXYR5GvRY Stanley Druckenmiller owns 0.78% of $NTRA. I own 0.1% of $PSNL. https://t.co/T8IBYp91Qo https://t.co/zjikkP5CEh https://www.youtube.com/watchv=4OyXYR5GvRY Stanley Druckenmiller owns 0.78% of $NTRA. I own 0.1% of $PSNL. https://t.co/T8IBYp91Qo https://t.co/zjikkP5CEh"
[X Link](https://x.com/midwit_capital/status/1782125271346299230) 2024-04-21T19:12Z [---] followers, [----] engagements
"$PSNL is putting the "I" in $MRNA's Individualized Neoantigen Therapies. Check out this publication in which ImmunoID NeXT was used to assess patients mutanome and the entirety of somatic cancer mutations. This data informed the production of the mRNA-4157 individualized #neoantigen therapy. Learn more: https://t.co/rPF6lkwzD9. #Melanoma #Genomics Check out this publication in which ImmunoID NeXT was used to assess patients mutanome and the entirety of somatic cancer mutations. This data informed the production of the mRNA-4157 individualized #neoantigen therapy. Learn more:"
[X Link](https://x.com/midwit_capital/status/1783198465167687984) 2024-04-24T18:16Z [---] followers, [---] engagements
"Great read The tailwinds (connectivity & custom-silicon for AI) that will support $MRVL should support $AWE.L as well An overview of $MRVL in the AI datacenter: https://t.co/Zdps8FDLAB https://t.co/0ea8RmCuAq An overview of $MRVL in the AI datacenter: https://t.co/Zdps8FDLAB https://t.co/0ea8RmCuAq"
[X Link](https://x.com/midwit_capital/status/1785595106055094366) 2024-05-01T09:00Z [---] followers, [---] engagements
""From finding genetic mutations and drug targets designing blood tests for early detection of cancer or developing personalized treatments this is the foundation for the new era of medicine that will unfold over the next decade and beyond." We are in the early stages of a transformative health revolution and Baillie Giffords Health Innovation Strategy believes this is an exciting opportunity for investors. Find out why: https://t.co/KVjRR0ZvFT #ActualInvestors https://t.co/exZVRuxy1X We are in the early stages of a transformative health revolution and Baillie Giffords Health Innovation"
[X Link](https://x.com/midwit_capital/status/1785645432544071788) 2024-05-01T12:20Z [---] followers, [---] engagements
"There was a lot of investment R&D company building in said categories over the past decade and right now we seam to experience a watershed moment. We have seen bankruptcies: $NVTA. Emergent category leaders: $NTRA. Resurrections: $WGS. Lawsuits: long list. mRNA INTs: $MRNA"
[X Link](https://x.com/midwit_capital/status/1785645435388145940) 2024-05-01T12:20Z [---] followers, [---] engagements
"Great news Likely all supported by $PSNL who signed a commercial agreement with $MRNA to leverage their NeXT-platform in said mRNA cancer vaccine trials. $MRNA has initiated neoantigen therapy for three more cancers bladder kidney and cutaneous sq cell cancer. This is huge $MRNA has initiated neoantigen therapy for three more cancers bladder kidney and cutaneous sq cell cancer. This is huge"
[X Link](https://x.com/midwit_capital/status/1786009916861218941) 2024-05-02T12:28Z [---] followers, [---] engagements
"Quite fascinating to observe how on one side COVID has accelerated & derisked mRNA vaccines by years while on the other it nuked the leading #mRNA companies (alongside the rest of biotech) in the financial unwind of the pandemic. In hindsight the resurrection will be obvious. $MRNA has initiated neoantigen therapy for three more cancers bladder kidney and cutaneous sq cell cancer. This is huge $MRNA has initiated neoantigen therapy for three more cancers bladder kidney and cutaneous sq cell cancer. This is huge"
[X Link](https://x.com/midwit_capital/status/1786416942007341312) 2024-05-03T15:26Z [---] followers, [---] engagements
"We are proud to be the engine behind $MRNA & $MRK vaccine mRNA-4157 and expect our partnership with $MRNA to accelerate our revenue over the next 12-to-24 months. $PSNL CEO Chris Hall in @BioTuesdays. https://biotuesdays.com/2023/12/05/personalis-developing-patient-specific-test-for-earlier-cancer-detection/ https://biotuesdays.com/2023/12/05/personalis-developing-patient-specific-test-for-earlier-cancer-detection/"
[X Link](https://x.com/midwit_capital/status/1787421043444908457) 2024-05-06T09:56Z [---] followers, [----] engagements
"Worth considering that $NTRA current position of commercial dominance in MRD is all but guaranteed The @TempusAI partnership boosts $PSNL's next-gen MRD test with a sales force and EMR integration freeing them to focus on Medicare reimbursement evidence. Michael Buckley (Duquesne) is pitching $NTRA at @SohnConf. I'm pitching $PSNL on here. $NTRA is clearly the leader in MRD today but $PSNL has a shot on delivering a test with superior performance at a similar (or higher) price point. https://t.co/k7iPNlaoZp Michael Buckley (Duquesne) is pitching $NTRA at @SohnConf. I'm pitching $PSNL on here."
[X Link](https://x.com/midwit_capital/status/1787441043090055560) 2024-05-06T11:15Z [---] followers, [---] engagements
"$PSNL earning tonight Let's see if mRNA-4157 enrollment & the initiation of new trials by $MRNA will impact results & guidance"
[X Link](https://x.com/midwit_capital/status/1788237478790324415) 2024-05-08T16:00Z [---] followers, [---] engagements
"Overall solid numbers from $PSNL. Earnings beat and FY-2024 guidance upward revision. All eyes on Medicare coverage till EOY"
[X Link](https://x.com/midwit_capital/status/1788306069619372451) 2024-05-08T20:32Z [---] followers, [---] engagements
"@MyGrowthStocks They are guiding for cash to last trough Q1 [----]. If by mid. [----] Medicare reimbursement is achieved and revenue growth is accelerating $PSNL will be in a position to raise more funds from a position of strength. They still have the standing facility with BTIG"
[X Link](https://x.com/midwit_capital/status/1788331377928151371) 2024-05-08T22:13Z [---] followers, [---] engagements
"@GavinSBaker has been buying $300M worth of $MRVL stock in Q1 [----]. I remain convinced that $AWE.L offers cleaner exposure to the connectivity & custom silicon for AI trend he is obviously anticipating. Being small can be an advantage. Great read The tailwinds (connectivity & custom-silicon for AI) that will support $MRVL should support $AWE.L as well Great read The tailwinds (connectivity & custom-silicon for AI) that will support $MRVL should support $AWE.L as well"
[X Link](https://x.com/midwit_capital/status/1791789168932098554) 2024-05-18T11:13Z [---] followers, [---] engagements
"Le Shrub @agnostoxxx is holding $AWE.L. Love to see it. I spent a lot of time figuring out custom silicon I bought this one play in the UK 😘 I bought $MRVL but I would have been better off just buying $NVDA. Min. [--] https://open.spotify.com/episode/0NPNCv9c2Y1ZzsDTPhpAZHsi=dXMQe9ILTiOvEspeg9ASDw&context=spotify%3Ashow%3A3eApUn2tuCmyKYptMyGY7u Excerpt from @XiaoCapital recent piece on $AWE.L: https://t.co/MIFeJLrZUZ https://open.spotify.com/episode/0NPNCv9c2Y1ZzsDTPhpAZHsi=dXMQe9ILTiOvEspeg9ASDw&context=spotify%3Ashow%3A3eApUn2tuCmyKYptMyGY7u Excerpt from @XiaoCapital recent piece on $AWE.L:"
[X Link](https://x.com/midwit_capital/status/1792139774460850662) 2024-05-19T10:26Z [---] followers, [---] engagements
"@DeepSailCapital $PSNL -Most sensitive MRD platform available. -Market cap below cash (still burning). -New CEO executing flawlessly. -Medicare reimbursement later this year. -Tempus took 15% equity stake. -Powering $MRK $MRNA [----] INT. - $NTRA partnership. Stock = $140 Market Cap = $73M"
[X Link](https://x.com/midwit_capital/status/1792445502094774426) 2024-05-20T06:41Z [---] followers, [---] engagements
"$PSNL's NeXT Personal Dx will be fully integrated into Tempus' ( $TEM ) xM Portfolio This partnership is a win-win: $PSNL gains a salesforce that can rival $NTRA and $TEM enhances its comprehensive testing portfolio with a best-in-class tumor-informed MRD test. Excited to announce the clinical launch of our #MRD test portfolio including our xM test & the xM (NeXT Personal Dx) test by Personalis featuring both a tumor-nave assay & a tumor-informed assay. https://t.co/g4dlI762eq Excited to announce the clinical launch of our #MRD test portfolio including our xM test & the xM (NeXT Personal Dx)"
[X Link](https://x.com/midwit_capital/status/1796584746195222803) 2024-05-31T16:49Z [---] followers, [---] engagements
"$MRNA CEO Bancel suggests they will file for accelerated approval of their INT mRNA-4157 in melanoma. Given $PSNL's role as the NGS partner in the trials there's a possibility they will also be integrated in the INT pipeline IF approved. https://www.biotechtv.com/post/moderna-june-3-2024 https://www.biotechtv.com/post/moderna-june-3-2024"
[X Link](https://x.com/midwit_capital/status/1797960209970917582) 2024-06-04T11:54Z [---] followers, [---] engagements
"Nice to see that $PSNL made it into the @TempusAI / $TEM IPO roadshow"
[X Link](https://x.com/midwit_capital/status/1800617279870165040) 2024-06-11T19:53Z [---] followers, [---] engagements
"Most fascinating thing I learned from the $TEM S-1 is that they have less cash on the balance sheet then $PSNL. As of March [--] [----] $TEM had $80.8M while $PSNL had $114.2M in cash. $TEM is targeting a $6.1B IPO valuation while $PSNL is trading at $70M val"
[X Link](https://x.com/midwit_capital/status/1801259331448340903) 2024-06-13T14:24Z [---] followers, [---] engagements
"With $PSNL being an essential component of this next chapter for $TEM When we invested in @TempusAI we were drawn to its mission to ensure each patient benefits from the experience of those who came before them. In a fragmented healthcare system the problem was big but the opportunity was bigger. The best part: Tempus is just getting started. https://t.co/xPW38CTY1n When we invested in @TempusAI we were drawn to its mission to ensure each patient benefits from the experience of those who came before them. In a fragmented healthcare system the problem was big but the opportunity was bigger."
[X Link](https://x.com/midwit_capital/status/1801691850912448556) 2024-06-14T19:03Z [---] followers, [---] engagements
"$NET this you: "Additionally PCC requests go through an OHTTP relay operated by a third party which hides the devices source IP address before the request ever reaches the PCC infrastructure." https://security.apple.com/blog/private-cloud-compute/ https://security.apple.com/blog/private-cloud-compute/"
[X Link](https://x.com/midwit_capital/status/1802753829290578336) 2024-06-17T17:23Z [---] followers, [---] engagements
"@JamesPetch4 Bad news for sure but for whole-genome MRD $PSNL has a head start in data generation for reimbursement and a strong commercial partner with $TEM. The $MRNA partnership adds further optionality. Not good but not lethal"
[X Link](https://x.com/midwit_capital/status/1803447876992860591) 2024-06-19T15:20Z [---] followers, [---] engagements
"Great Sunday read in @Nature on Personalized Cancer Vaccines. Its an idea whose time has come. https://www.nature.com/articles/d41586-024-01717-x https://www.nature.com/articles/d41586-024-01717-x"
[X Link](https://x.com/midwit_capital/status/1804894455838756878) 2024-06-23T15:09Z [---] followers, [--] engagements
"A bigger differentiator researchers say could be the computational engines that help to determine the vaccines composition. Each engine has its own proprietary suite of tools that it uses to select which neoantigens to target. $PSNL $MRNA We are proud to be the engine behind $MRNA & $MRK vaccine mRNA-4157 and expect our partnership with $MRNA to accelerate our revenue over the next 12-to-24 months. $PSNL CEO Chris Hall in @BioTuesdays. https://t.co/ddSHgXJ2TF We are proud to be the engine behind $MRNA & $MRK vaccine mRNA-4157 and expect our partnership with $MRNA to accelerate our revenue"
[X Link](https://x.com/midwit_capital/status/1804894458854465631) 2024-06-23T15:09Z [---] followers, [---] engagements
""" $MRNA has talked to the FDA and learned that changing the vendor for genome sequencing & the range in the number of antigens would be considered major changes to the program. Holen said. "" This is great news for $PSNL https://www.fiercebiotech.com/biotech/were-open-business-fdas-peter-marks-says-agency-ready-review-novel-cancer-vaccines-despite https://www.fiercebiotech.com/biotech/were-open-business-fdas-peter-marks-says-agency-ready-review-novel-cancer-vaccines-despite"
[X Link](https://x.com/midwit_capital/status/1805493775848095893) 2024-06-25T06:50Z [---] followers, [---] engagements
"For $MRNA mRNA-4157 INT $PSNL provides whole-exome sequencing for analyzing patient tumor and blood samples assessing the mutanome (all somatic cancer mutations) and establishing the patient's HLA type: "" $MRNA has talked to the FDA and learned that changing the vendor for genome sequencing & the range in the number of antigens would be considered major changes to the program. Holen said. "" This is great news for $PSNL https://t.co/MZ8tXIXmvO "" $MRNA has talked to the FDA and learned that changing the vendor for genome sequencing & the range in the number of antigens would be considered"
[X Link](https://x.com/midwit_capital/status/1805559771027640535) 2024-06-25T11:12Z [---] followers, [---] engagements
"Also interesting that Citadel Advisors LLC has ramped up it's $PSNL position quite substantially over the past two quarters. Inferring from the timing they likely bought up the J.P. Morgan dump. Let's see if they have been unloading the shares again. Renaissance Technologies LLC and I have been accumulating $PSNL shares over the past several quarters. As of March [--] [----] RenTec holds 1.1M shares 2.1% of outstanding shares and [--] times more than I own. They are now among the largest $PSNL shareholders. https://t.co/APvN3VznrY Renaissance Technologies LLC and I have been accumulating $PSNL"
[X Link](https://x.com/midwit_capital/status/1806004653772943509) 2024-06-26T16:40Z [---] followers, [---] engagements
"👀 $PSNL on the move today.👀 Bought more $PSNL at $1.22 per share. Now owning 0.155% of outstanding shares. https://t.co/5aPeHmoYpp Bought more $PSNL at $1.22 per share. Now owning 0.155% of outstanding shares. https://t.co/5aPeHmoYpp"
[X Link](https://x.com/midwit_capital/status/1813242505166790941) 2024-07-16T16:01Z [---] followers, [---] engagements
"I usually avoid this nonsense but desperate times call for desperate measures: $PSNL is about to test long-term resistance around $2.40 a share. Expecting some pullbacks"
[X Link](https://x.com/midwit_capital/status/1813944848757735697) 2024-07-18T14:32Z [---] followers, [----] engagements
"An underappreciated fact: $PSNL is the genomics engine behind $MRNA and $MRK's individualized neoantigen vaccine. https://x.com/midwit_capital/status/1804894458854465631 Moderna & Merck's cancer vaccine: 49% less recurrence 62% less spread. A gamechanger https://x.com/midwit_capital/status/1804894458854465631 Moderna & Merck's cancer vaccine: 49% less recurrence 62% less spread. A gamechanger"
[X Link](https://x.com/midwit_capital/status/1814321541322068454) 2024-07-19T15:28Z [---] followers, [---] engagements
"Over 22M $PSNL shares where exchanged today. That's 1/3 of outstanding shares. Totally normal. 🙃"
[X Link](https://x.com/midwit_capital/status/1814460297316344144) 2024-07-20T00:40Z [---] followers, [---] engagements
"With the recent price appreciation of $PSNL stock the dollar value of $ARKG's holdings in $PSNL is now worth about 50% of its $MRNA holdings. Remarkably $MRNA's market cap is about [---] times larger than $PSNL's"
[X Link](https://x.com/midwit_capital/status/1816150391567917415) 2024-07-24T16:36Z [---] followers, [---] engagements
"$MRK and $MRNA's full focus on enrollment for mrna-4157 could lead to incremental revenue acceleration for $PSNL in Q2"
[X Link](https://x.com/midwit_capital/status/1818544869914079558) 2024-07-31T07:10Z [---] followers, [----] engagements
"After the recent earnings from both $MRK and $MRNA this seems truer than ever. The market's apparent disregard for $PSNL's strategic relevance in all of this is beyond me. $MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." $MRNA mRNA4157 is a prime candidate for such patent extension ambitions. Both companies have a lot riding on INTs. $MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs.""
[X Link](https://x.com/midwit_capital/status/1819365014119018731) 2024-08-02T13:29Z [---] followers, [---] engagements
"The first $TEM earnings call kicked off with questions and comments around MRD. $PSNL NeXT Personal took center stage and is poised to become a vital part to the @TempusAI product offering. Next Step: Reimbursement"
[X Link](https://x.com/midwit_capital/status/1821126985348698143) 2024-08-07T10:11Z [---] followers, [----] engagements
"$VCYT CEO on whole-genome-sequencing: More data is better. $PSNL WGS data could potentially be very valuable for $TEM AI platform. Could it be that C2i ( $VCYT ) & $PSNL are in a position where their ultra-deep-sequencing platforms can capture more value from falling DNA sequencing cost than others Most other genomic diagnostics companies have optimized around their highest input to COGS: Sequencing cost. https://t.co/962ZAfygDw Could it be that C2i ( $VCYT ) & $PSNL are in a position where their ultra-deep-sequencing platforms can capture more value from falling DNA sequencing cost than"
[X Link](https://x.com/midwit_capital/status/1822616431525294283) 2024-08-11T12:49Z [---] followers, [----] engagements
"Considering the data-hungry nature of AI models $PSNL's vast whole-genome data could become a key asset and a strategic advantage for @TempusAI / $TEM. $PSNL will also share in all data revenue generated using its data as input. $VCYT CEO on whole-genome-sequencing: More data is better. $PSNL WGS data could potentially be very valuable for $TEM AI platform. https://t.co/TYUmlL7rL5 $VCYT CEO on whole-genome-sequencing: More data is better. $PSNL WGS data could potentially be very valuable for $TEM AI platform. https://t.co/TYUmlL7rL5"
[X Link](https://x.com/midwit_capital/status/1823004578754826285) 2024-08-12T14:32Z [---] followers, [---] engagements
"$PSNL remains tight-lipped about the potential impact of mRNA-4157 on their business deferring to $MRNA for comments. However the explosive biopharma revenue growth in Q2 from the ongoing Phase III study offers a strong clue"
[X Link](https://x.com/midwit_capital/status/1823763490021970134) 2024-08-14T16:47Z [---] followers, [---] engagements
"$PSNL back above $300M market cap. Still $700M to go. 🙃 $PSNL WILL BE A BILLION DOLLAR COMPANY https://t.co/QT80dnAeNW $PSNL WILL BE A BILLION DOLLAR COMPANY https://t.co/QT80dnAeNW"
[X Link](https://x.com/midwit_capital/status/1824454757529932170) 2024-08-16T14:34Z [---] followers, [---] engagements
"Today about 70% of all AI companies traffic is behind Cloudflare. $NET https://open.spotify.com/episode/0aV7NOr59eLDDiOgVCFyHUsi=T8-CScsSS_2zWeZnH_sMpw&t=1049&context=spotify%3Ashow%3A7qZ7hDmHEQdAOLaJvi7S9o https://open.spotify.com/episode/0aV7NOr59eLDDiOgVCFyHUsi=T8-CScsSS_2zWeZnH_sMpw&t=1049&context=spotify%3Ashow%3A7qZ7hDmHEQdAOLaJvi7S9o"
[X Link](https://x.com/midwit_capital/status/1825605537238757895) 2024-08-19T18:47Z [---] followers, [---] engagements
"Got to hand it to @lefkofsky. Using funds from the $TEM IPO (valued at over $6B) to acquire nearly 20% of $PSNL (valued at under $300M) is kinda genius"
[X Link](https://x.com/midwit_capital/status/1825850758048125371) 2024-08-20T11:01Z [---] followers, [----] engagements
"$MRVL had a solid quarter. The tailwinds (connectivity & custom-silicon for AI) that benefited $MRVL should support $AWE.L as well Some comments from the @alphawavesemi executive team on the competitive dynamics between $MRVL & $AWE.L. Remember: One is 60B MCap the other a 1B MCap company. https://t.co/NQLaRQ7HjX Some comments from the @alphawavesemi executive team on the competitive dynamics between $MRVL & $AWE.L. Remember: One is 60B MCap the other a 1B MCap company. https://t.co/NQLaRQ7HjX"
[X Link](https://x.com/midwit_capital/status/1829434123934462031) 2024-08-30T08:20Z [---] followers, [---] engagements
"@lakestreetcm 2x their price target for $PSNL to $8 but the underlying assumptions seem overly simplistic leaving significant room for variability. IMHO this approach lacks the depth required for an accurate forecast especially given the pivotal nature of $PSNL current state. You know the rules: Now that $PSNL is at a 52-week high its time for analysts to raise their price targetsjust in time to reflect whats already happened. 🙃 You know the rules: Now that $PSNL is at a 52-week high its time for analysts to raise their price targetsjust in time to reflect whats already happened. 🙃"
[X Link](https://x.com/midwit_capital/status/1830279548589711854) 2024-09-01T16:20Z [---] followers, [---] engagements
"@Sauers_ Economically most successful ML application to date is probably digital ad targeting. Interested if some large scale application with comparative ROI can emerge in biology as well"
[X Link](https://x.com/midwit_capital/status/1830324932770668873) 2024-09-01T19:20Z [---] followers, [--] engagements
"Last week leaders in pharma NGS and cancer research had the opportunity to get an up-close look at $PSNL facilities during the @blood_pac Q3 meeting: Were excited to be hosting the @blood_pac Q3 meeting next week We look forward to seeing you there. #LiquidBiopsy #PrecisionOncology Were excited to be hosting the @blood_pac Q3 meeting next week We look forward to seeing you there. #LiquidBiopsy #PrecisionOncology"
[X Link](https://x.com/midwit_capital/status/1833098184949735685) 2024-09-09T11:00Z [---] followers, [---] engagements
"Worth pointing out that the MRD Clinical Validation Group is co-chaired by Dan Norton ( $PSNL ) & Carol Pena ( $MRK ). https://x.com/blood_pac/status/1831806911551041938 The MRD Clinical Validation Group had a productive Q3 session starting with a poll to highlight the differences between clinical utility clinical validity and analytical validation. Great feedback will help as they move forward with their FDA pre-submission #MRD #LiquidBiopsy https://t.co/fWKP1R66gR https://x.com/blood_pac/status/1831806911551041938 The MRD Clinical Validation Group had a productive Q3 session starting with a"
[X Link](https://x.com/midwit_capital/status/1833098188800106868) 2024-09-09T11:00Z [---] followers, [----] engagements
"$NEO CEO Chris Smith at the 22nd @MorganStanley Global Healthcare Conference: "#MRD is probably going to be the biggest market. I look at it a lot the way NGS was [--] or [--] years ago.""
[X Link](https://x.com/midwit_capital/status/1833196565344800855) 2024-09-09T17:31Z [---] followers, [---] engagements
"Moreover my highly advanced and thoroughly sophisticated analysis suggests that so far the number of tracked variants appears to be inversely correlated with the market cap.😘 $PSNL / $NEO / $EXAS / $NTRA I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower COGS) will be able to capture less value from falling NGS cost than ultra-sensitive sequencing platforms. Whole Genome Whole Exome $PSNL / $EXAS / $NTRA / $NEO https://t.co/cTO1O2UTYj I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower"
[X Link](https://x.com/midwit_capital/status/1833834086504230982) 2024-09-11T11:44Z [---] followers, [---] engagements
"We probably could consolidate all the SASE vendors that are out there today on our network without spending [--] more dollar on CapEx on network capacity. Savage. $NET"
[X Link](https://x.com/midwit_capital/status/1834214872558575911) 2024-09-12T12:57Z [---] followers, [---] engagements
"The fact that $PSNL hasnt reacted negatively to the FDAs decision against accelerated approval for $MRNA & $MRK's mRNA-4157 neoantigen immunotherapy suggests that expectations for its success were absent from the current share price"
[X Link](https://x.com/midwit_capital/status/1834326221892505619) 2024-09-12T20:20Z [---] followers, [---] engagements
"@Cloudflare is now being utilized to circumvent the @X ban in Brazil. @eastdakota takes issues of free speech "very very seriously" and has stated that $NET aims to be a neutral infrastructure provider that doesn't make content decisions. 🍿🍿🍿 https://www.theverge.com/24121399/cloudflare-matthew-prince-internet-free-speech-8chan-ukraine-aristotle-decoder-interview https://www.theverge.com/24121399/cloudflare-matthew-prince-internet-free-speech-8chan-ukraine-aristotle-decoder-interview"
[X Link](https://x.com/midwit_capital/status/1836719043912335786) 2024-09-19T10:48Z [---] followers, [---] engagements
"Additional reading: $NET https://blog.cloudflare.com/cloudflare-and-free-speech/ https://blog.cloudflare.com/cloudflare-and-free-speech/"
[X Link](https://x.com/midwit_capital/status/1836720115720605731) 2024-09-19T10:52Z [---] followers, [---] engagements
"One-Down: "The order enjoins $NEO from "making using selling or offering for sale in the United States" the RaDaR assay." I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower COGS) will be able to capture less value from falling NGS cost than ultra-sensitive sequencing platforms. Whole Genome Whole Exome $PSNL / $EXAS / $NTRA / $NEO https://t.co/cTO1O2UTYj I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower COGS) will be able to capture less value from falling NGS cost than ultra-sensitive"
[X Link](https://x.com/midwit_capital/status/1838501349589205001) 2024-09-24T08:50Z [---] followers, [---] engagements
"Important detail: $MRNA mRNA-4157 was using the $NEO RaDaR assay and will be able to continue using it"
[X Link](https://x.com/midwit_capital/status/1838501822702530621) 2024-09-24T08:52Z [---] followers, [---] engagements
"Worth listening to the $NEO update call on RaDaR. Lots to learn on IP litigation / #MRD and the fast moving genomics tech landscape. https://qcast.page.link/1A7FzoqwgQxAtYd59 I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower COGS) will be able to capture less value from falling NGS cost than ultra-sensitive sequencing platforms. Whole Genome Whole Exome $PSNL / $EXAS / $NTRA / $NEO https://t.co/cTO1O2UTYj https://qcast.page.link/1A7FzoqwgQxAtYd59 I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels"
[X Link](https://x.com/midwit_capital/status/1838575716528451856) 2024-09-24T13:46Z [---] followers, [---] engagements
"👀 $NEO / $MYGN / $PSNL 👀"
[X Link](https://x.com/midwit_capital/status/1838579498834383207) 2024-09-24T14:01Z [---] followers, [----] engagements
"I tend to agree. $CIEN https://x.com/midwit_capital/status/1829080045618336251 https://x.com/midwit_capital/status/1829080045618336251"
[X Link](https://x.com/midwit_capital/status/1846801262286651683) 2024-10-17T06:31Z [---] followers, [---] engagements
"Interesting comment from $CIEN: Global datacenter power consumption is expected to double between [----] & [----]. With the datacenters moving closer towards the distributed available power sources the demand for optical DCI links will naturally grow. https://www.youtube.com/watchv=jwvtlJwHwSA https://www.youtube.com/watchv=jwvtlJwHwSA"
[X Link](https://x.com/midwit_capital/status/1846823389526126734) 2024-10-17T07:59Z [---] followers, [---] engagements
"$CIEN SVP Global Products & Supply Chain Brodie Gage: "In the Americas we see inventory absorption challenges are starting to abate and were looking for new order growth here in the second half of 24." made a bold call with this image but so far its off to the right start as is COHR LITE COMM NTGR UI etc https://t.co/BCs2ZVkqpQ made a bold call with this image but so far its off to the right start as is COHR LITE COMM NTGR UI etc https://t.co/BCs2ZVkqpQ"
[X Link](https://x.com/midwit_capital/status/1846828043945296164) 2024-10-17T08:18Z [---] followers, [---] engagements
"With $BTC gaining momentum + the @coatuemgmt partnership (9.2% stake) cooking $HUT is setting up for action"
[X Link](https://x.com/midwit_capital/status/1846831786514424015) 2024-10-17T08:33Z [---] followers, [---] engagements
"Ignore the recent price swings in $PSNL its just noise on low trading volume and doesnt change the strong long-term outlook. Lock in. Focus. Eyes on the ball"
[X Link](https://x.com/midwit_capital/status/1846941763342111220) 2024-10-17T15:50Z [---] followers, [---] engagements
"Alongside @coatuemgmt my horse in this race is $HUT. Stan owns 2.09M shares of $WULF at an average cost of $4.45 USD per share. We are big long-term believers in AI and theres still many ways were playing AI particularly the infrastructure thats been built out to support the power needed Any guesses what hes talking about https://t.co/DvIyb3p3Gc We are big long-term believers in AI and theres still many ways were playing AI particularly the infrastructure thats been built out to support the power needed Any guesses what hes talking about https://t.co/DvIyb3p3Gc"
[X Link](https://x.com/midwit_capital/status/1847023374372933915) 2024-10-17T21:14Z [---] followers, [---] engagements
"@qthomp Moving HPC to available energy sources comes with 2nd order effects for optical links according to $CIEN. Interesting comment from $CIEN: Global datacenter power consumption is expected to double between [----] & [----]. With the datacenters moving closer towards the distributed available power sources the demand for optical DCI links will naturally grow. https://t.co/XoRRsx7tIa Interesting comment from $CIEN: Global datacenter power consumption is expected to double between [----] & [----]. With the datacenters moving closer towards the distributed available power sources the demand for"
[X Link](https://x.com/midwit_capital/status/1847026749328314721) 2024-10-17T21:27Z [---] followers, [---] engagements
"Yesterday (10/17/2024) $PSNL total trading volume on the NASDAQ was [------] shares. $ARKG holdings of $PSNL decreased by [-----] shares on the same day due to ETF outflows. ERGO: 16% of daily volume was $ARKG ETF flow based selling. The Ponzi fund math works both ways.🙃 "This implies that whenever the thematic ETF received a 1% inflow on a certain day and proportionally rescaled its positions it bought 20% of the daily volume of the underlying stocks." $ARKG would have to but about 10% of $PSNL daily volume with a 1% inflow today.🙃 Send it https://t.co/C62FibHjCA "This implies that whenever"
[X Link](https://x.com/midwit_capital/status/1847248656409211047) 2024-10-18T12:09Z [---] followers, [----] engagements
"Don't take my word for it. This one came right down the mountain. $CIEN / $AWE.L https://www.youtube.com/watchv=jwvtlJwHwSA https://www.youtube.com/watchv=jwvtlJwHwSA"
[X Link](https://x.com/midwit_capital/status/1847264207609200704) 2024-10-18T13:11Z [---] followers, [---] engagements
""My wish is that the next [--] years will be as optimistic as the past [--] years have been." As a young person I'm very happy we have at least some leaders like @eastdakota. $NET I just published an interview with @eastdakota that discusses the evolution of the Internet in the age of AI. Here is a thread outlining some key points he addresses in this conversation. https://t.co/1SXLXXxWJZ I just published an interview with @eastdakota that discusses the evolution of the Internet in the age of AI. Here is a thread outlining some key points he addresses in this conversation. https://t.co/1SXLXXxWJZ"
[X Link](https://x.com/midwit_capital/status/1847294715424657885) 2024-10-18T15:12Z [---] followers, [---] engagements
"According to research from @matthewsigell & @n_frankovitz at VanEck: $BTDR $IREN & $HUT have the highest (to MCAP) potential NPV from converting 20% of their power capacity to AI/HPC. Given @Hut8Corp' partnership with @coatuemgmt I believe their ambitions are most credible"
[X Link](https://x.com/midwit_capital/status/1847300747651612968) 2024-10-18T15:36Z [---] followers, [---] engagements
"$TEM is hands down the best Partner to bring $PSNL industry leading MRD tests to market .@lefkofsky's career was shaped by a bias toward action one that led him to found and scale eight companies and ultimately build a legacy in an industry he thought he'd never touch: healthcare. @_pheebini shares more on the road to @TempusAI. https://t.co/i7HnI6jw7o .@lefkofsky's career was shaped by a bias toward action one that led him to found and scale eight companies and ultimately build a legacy in an industry he thought he'd never touch: healthcare. @_pheebini shares more on the road to @TempusAI."
[X Link](https://x.com/midwit_capital/status/1847387595036365058) 2024-10-18T21:21Z [---] followers, [---] engagements
"@vaneck_us seems to share a similar view. In their Crypto ETF ( $DAPP ) theyve given $HUT the same weighting as $IREN and $WULF despite $HUT having a significantly smaller market cap. According to research from @matthewsigell & @n_frankovitz at VanEck: $BTDR $IREN & $HUT have the highest (to MCAP) potential NPV from converting 20% of their power capacity to AI/HPC. Given @Hut8Corp' partnership with @coatuemgmt I believe their ambitions are most credible. https://t.co/IMs4Hc8PwS According to research from @matthewsigell & @n_frankovitz at VanEck: $BTDR $IREN & $HUT have the highest (to MCAP)"
[X Link](https://x.com/midwit_capital/status/1847563815795270005) 2024-10-19T09:01Z [---] followers, [---] engagements
"Few reasons I like $HUT: 1.) High $BTC to M-Cap ratio. 2.) @coatuemgmt supporting their AI/HPC efforts. 3.) Druck protg David Rogers' pick (next to $IREN). 4.) Overweight in VanEck $DAPP. 5.) Perception issues. (Not liked in the forums etc.) $WULF & $IREN are solid as well"
[X Link](https://x.com/midwit_capital/status/1848372120692167085) 2024-10-21T14:33Z [---] followers, [---] engagements
"Proprietary data is becoming essential for companies looking to harness the full potential of AI. While $TEM has developed the worlds largest clinical and molecular data library along with an OS to access it $PSNL's WGS data will be invaluable for them"
[X Link](https://x.com/midwit_capital/status/1848402565039591443) 2024-10-21T16:34Z [---] followers, [---] engagements
"Consider that the largest study of analyzed WGS' of more than [-----] tumors found nearly [--] new patterns of mutations that could inform cancer treatment. This study is validating $PSNL WGS approach and $TEM will be able to supercharge it. https://www.cam.ac.uk/research/news/largest-study-of-whole-genome-sequencing-data-reveals-new-clues-to-causes-of-cancerutm_campaign=research&utm_medium=social&utm_source=twitter https://www.cam.ac.uk/research/news/largest-study-of-whole-genome-sequencing-data-reveals-new-clues-to-causes-of-cancerutm_campaign=research&utm_medium=social&utm_source=twitter"
[X Link](https://x.com/midwit_capital/status/1848402567778168997) 2024-10-21T16:34Z [---] followers, [---] engagements
"With datacenters moving closer towards available (often rural) power sources the most obvious way to position for this is: 1.) Access to cheap power ( $HUT $WULF & co.) 2.) Optical DCI links ( $CIEN & co.) McKinsey estimates that global data center demand could rise by more than 5x by [----] in a bullish (unconstrained) scenario with demand reaching [---] GW up from [--] GW in [----]. $NVDA $AMD $AVGO $MSFT $AMZN $GOOG $META https://t.co/VYACMhfFoy McKinsey estimates that global data center demand could rise by more than 5x by [----] in a bullish (unconstrained) scenario with demand reaching [---] GW up"
[X Link](https://x.com/midwit_capital/status/1848675404510290111) 2024-10-22T10:38Z [---] followers, [---] engagements
"$TEM is a great company but $PSNL is offering a better risk / reward at the moment IMO. https://x.com/midwit_capital/status/1825850758048125371s=46&t=5cxUhnGJHaIk6A3DVinUAQ $TEM is a newer company for me. They are still within the lock up period after the IPO. That makes me very cautious as there is a ton of stock that will be available for sale come mid December. I think the actual company is very impressive. They combine testing and AI to connect https://x.com/midwit_capital/status/1825850758048125371s=46&t=5cxUhnGJHaIk6A3DVinUAQ $TEM is a newer company for me. They are still within the"
[X Link](https://x.com/midwit_capital/status/1849048558457991463) 2024-10-23T11:21Z [---] followers, [---] engagements
"$PSNL NeXT Personal can see what other MRD assays would miss and do it at an earlier time. Whole-Genome based MRD panels increasingly appear to be fundamentally better than those sequencing only the Exome. In a critical study looking at #ctDNA dynamics Keylargo NeXT Personal detected small traces of ctDNA (as low as [---] PPM) to identify molecular progression at an earlier time in patients with pembrolizumab-treated #GastroesophagealCancer. #PrecisionOncology #LiquidBiopsy https://t.co/fkXaF4PYPD In a critical study looking at #ctDNA dynamics Keylargo NeXT Personal detected small traces of"
[X Link](https://x.com/midwit_capital/status/1849143058052399320) 2024-10-23T17:37Z [---] followers, [----] engagements
"👀 $HUT 👀 1.) High $BTC to M-Cap ratio. 2.) @coatuemgmt supporting their AI/HPC efforts. 3.) Druck protg David Rogers' pick (next to $IREN). 4.) Overweight in VanEck $DAPP. 5.) Perception issues. 6.) High short interest (15%). 7.) Low electricity cost. Archimedes lays out a $75 bull case on $IREN 👀👀 Archimedes lays out a $75 bull case on $IREN 👀👀"
[X Link](https://x.com/midwit_capital/status/1849862437727764750) 2024-10-25T17:15Z [---] followers, [---] engagements
"@AlphaTrader00 @coatuemgmt No price target. Needs to be constantly reassessed as: 1.) BTC moves. (9k on balance sheet) 2.) Energy capacity expands. 3.) AI/HPC deals close. Need to leave some room for things getting out of whack as well"
[X Link](https://x.com/midwit_capital/status/1850123407871922264) 2024-10-26T10:32Z [---] followers, [--] engagements
"Given the business relationship between Morgan Stanley & $IREN the 2.26% stake is intuitive. Less so the 191% stake in $HUT which is likely receiving financial advice from @coatuemgmt. https://irisenergy.gcs-web.com/news-releases/news-release-details/iren-appoints-morgan-stanley-financial-advisor https://irisenergy.gcs-web.com/news-releases/news-release-details/iren-appoints-morgan-stanley-financial-advisor"
[X Link](https://x.com/midwit_capital/status/1850515171602579875) 2024-10-27T12:29Z [---] followers, [---] engagements
"An overlooked aspect about $TEM / $PSNL / $NTRA / co. is that the tests (care) they deliver today will contribute to the generation of future knowledge about the disease which subsequently will lead to more demand for molecular profiling. Proprietary data is becoming essential for companies looking to harness the full potential of AI. While $TEM has developed the worlds largest clinical and molecular data library along with an OS to access it $PSNL's WGS data will be invaluable for them. Proprietary data is becoming essential for companies looking to harness the full potential of AI. While"
[X Link](https://x.com/midwit_capital/status/1850567305605829091) 2024-10-27T15:56Z [---] followers, [---] engagements
"More $MRK & $MRNA INT trials will have a positive effect on $PSNL revenues. https://investors.modernatx.com/news/news-details/2024/Merck-and-Moderna-Initiate-Phase-3-Trial-Evaluating-Adjuvant-V940-mRNA-4157-in-Combination-with-KEYTRUDA-pembrolizumab-After-Neoadjuvant-KEYTRUDA-and-Chemotherapy-in-Patients-With-Certain-Types-of-Non-Small-Cell-Lung-Cancer-NSCLC/default.aspx"
[X Link](https://x.com/midwit_capital/status/1850863800276160641) 2024-10-28T11:34Z [---] followers, [---] engagements
"In one of the craziest interviews I've ever seen Masayoshi Son lays out the path for $ARM to become an AI centric chip company - very soon. Someone should let him know just how deeply $AWE.L's connectivity solutions are becoming embedded in the $ARM ecosystem.🙃 https://www.youtube.com/watchv=Zx7HLytya-w https://www.youtube.com/watchv=Zx7HLytya-w"
[X Link](https://x.com/midwit_capital/status/1851383800078705084) 2024-10-29T22:01Z [---] followers, [---] engagements
"I refuse to believe in efficient markets as long $PSNL's market capitalization is 2.25% of $NTRA's"
[X Link](https://x.com/midwit_capital/status/1851646438800859277) 2024-10-30T15:24Z [---] followers, [----] engagements
"@litocoen Can you please put me in contact with your tax accountant lol Seriously though"
[X Link](https://x.com/midwit_capital/status/1851732928062947470) 2024-10-30T21:08Z [---] followers, [---] engagements
"From $TEM 10-Q: "The Company will pay up to $12.0 million to $PSNL over three years as certain milestones are met $8.0 million of which has been paid as of September [--] 2024." $PSNL seems to be hitting all milestones"
[X Link](https://x.com/midwit_capital/status/1853548230648488000) 2024-11-04T21:21Z [---] followers, [---] engagements
"From $TEM 10-Q: "The Company received warrants from $PSNL which were exercised in August 2024.""
[X Link](https://x.com/midwit_capital/status/1853548635859943681) 2024-11-04T21:23Z [---] followers, [---] engagements
"$TEM / $PSNL"
[X Link](https://x.com/midwit_capital/status/1853549808276967683) 2024-11-04T21:28Z [---] followers, [---] engagements
"$PSNL raised $27.2M from selling stock via its ATM. Weighted-average price of $5.84 per share. Decent execution and new cash balance of $143.7M. Extends expected runway into First-Half of 2027"
[X Link](https://x.com/midwit_capital/status/1854277300495286767) 2024-11-06T21:38Z [---] followers, [----] engagements
"@AlphaTrader00 Might be time to roll over some $HUT into $IREN actually"
[X Link](https://x.com/midwit_capital/status/1857565724673228815) 2024-11-15T23:25Z [---] followers, [---] engagements
"@AlphaTrader00 Also $CIEN will be a very likely receiver of lots of AI CapEx Dollars as Datacenters are begin build in bumfuck nowhere"
[X Link](https://x.com/midwit_capital/status/1857568771117810022) 2024-11-15T23:38Z [---] followers, [--] engagements
"@VerbinnenAndrew @HairDAO_ This is great and much in line with the recent trend of question efficiency in legacy institutions Which RNA-sequencing provider have you used if I may ask"
[X Link](https://x.com/midwit_capital/status/1860723157834879277) 2024-11-24T16:32Z [---] followers, [---] engagements
"$NTRA is a fantastic company and the clear leader in MRD business development. This is the main driving force of their success right now. That being said I believe that $PSNL whole-genome MRD tests will have a long term structural advantage over MRD tests that only sequence the exome. So far the market clearly disagrees with me on this notion. Lets see. https://x.com/midwit_capital/status/1833817111770132524s=46&t=5cxUhnGJHaIk6A3DVinUAQ Liquid biopsy firm Natera $NTRA has seen their stock triple in the past year versus a Nasdaq return of just 29% over the same period. Why the outperformance"
[X Link](https://x.com/midwit_capital/status/1860727123389911097) 2024-11-24T16:48Z [---] followers, [----] engagements
"@nanalyzetweets Fantastic Didnt know you covered it before and are familiar with the company. Lots has changed since: - $TEM has acquired 20% of $PSNL and will commercialize NeXT Personal once reimbursement is achieved. - $PSNL is the de-facto tumor analysis platform for mRNA-4157"
[X Link](https://x.com/midwit_capital/status/1860736468978659408) 2024-11-24T17:25Z [---] followers, [---] engagements
"Important to note that said advantage has not yet shown up in financial metrics. Should $PSNL achieve reimbursement (which looks increasingly likely given their superior performance in various studies) the company has A LOT of room to catch up to $NTRA in terms of revenue & market-cap"
[X Link](https://x.com/midwit_capital/status/1860736713670234493) 2024-11-24T17:26Z [---] followers, [---] engagements
"Bought some $TDOC calls this morning. I dont necessarily love the company but: 1.) Increasingly looks like revenues are going to inflect upwards. 2.) 16.7% of float still short. Yikes 3.) Lots of hedge funds buying lately. Point72 David Rosen Tudor etc. Stock currently trading at $112"
[X Link](https://x.com/midwit_capital/status/1861055428278534231) 2024-11-25T14:32Z [---] followers, [----] engagements
"All else being equal I believe WGS makes more sense than WES for MRD testing. $NTRA repeatedly highlights the volume of published Signatera research while $PSNL WGS data will steadily emerge over time proving that WGS WES. https://x.com/midwit_capital/status/1833817111770132524s=46&t=5cxUhnGJHaIk6A3DVinUAQ MRD $NTRA $TEM $GH $PSNL $EXAS $NTRA WGS https://t.co/ftZ9clMkKf https://t.co/W5MUy3auUu https://x.com/midwit_capital/status/1833817111770132524s=46&t=5cxUhnGJHaIk6A3DVinUAQ MRD $NTRA $TEM $GH $PSNL $EXAS $NTRA WGS https://t.co/ftZ9clMkKf https://t.co/W5MUy3auUu"
[X Link](https://x.com/midwit_capital/status/1863197761228751142) 2024-12-01T12:25Z [---] followers, [----] engagements
"Side note: Among the companies mentioned $PSNL West Coast laboratory is ideally positioned to serve the Japanese market. Could this play a role in the SoftBank x $TEM joint venture"
[X Link](https://x.com/midwit_capital/status/1863203362050650182) 2024-12-01T12:47Z [---] followers, [---] engagements
"Some thoughts: For MRD $ILMN short-read sequencing is likely more adequate than $PACB long-read as ctDNA fragments are inherently short. $ILMN claims the new NovaSeqX will bring sequencing costs down to $200 per human genome. (Under perfect conditions of course). $NTRA states that COGS for their WES Signatera test are around $400. @nucleusgenomics is offering a WGS consumer test for $399. It's run on Illuminas NovaSeqX. Would be great to know their COGS. I believe WGS MRD tests like $PSNL's NeXT Personal could achieve positive unit economics already with adequate reimbursement and sufficient"
[X Link](https://x.com/midwit_capital/status/1863310309408338001) 2024-12-01T19:52Z [---] followers, [---] engagements
"$HUT has been the best performing BTC mining stock since I initiated a position. The time has come to roll some gains into $IREN though. Started a position at $13 a share. $HUT leading the pack. Better lucky than smart.🙃 https://t.co/vpwjaL2tQD $HUT leading the pack. Better lucky than smart.🙃 https://t.co/vpwjaL2tQD"
[X Link](https://x.com/midwit_capital/status/1864257050769019219) 2024-12-04T10:34Z [---] followers, [---] engagements
"@rev_cap Resist the temptation. $PLTR"
[X Link](https://x.com/midwit_capital/status/1865119990778589185) 2024-12-06T19:43Z [---] followers, [---] engagements
"Picked up some $CYBN"
[X Link](https://x.com/midwit_capital/status/1866513913375838510) 2024-12-10T16:02Z [---] followers, [---] engagements
"Put in a $TSLA sell order at $420 just for the lollz"
[X Link](https://x.com/midwit_capital/status/1866926699964698657) 2024-12-11T19:23Z [---] followers, [---] engagements
"@GhzResearch Welcome"
[X Link](https://x.com/midwit_capital/status/1866956647849136279) 2024-12-11T21:22Z [---] followers, [--] engagements
"@AlphaTrader00 IMHO the partnership rumors are plausible considering that @coatuemgmt largest position is $META (2.1B) while they advising $HUT. Who doesn't like French cuisine"
[X Link](https://x.com/midwit_capital/status/1867236217143869897) 2024-12-12T15:53Z [---] followers, [---] engagements
"@sunrgu @tweetatmehomie The wording of the press release suggests the $PSNL x $TEM partnership expansion came about very much by popular demand "Following a positive reaction from the diagnostic market the companies have agreed to expand their relationship to the biopharma industry.""
[X Link](https://x.com/midwit_capital/status/1868724541717131417) 2024-12-16T18:27Z [---] followers, [---] engagements
"$MRK investment in $PSNL is fantastic news Given $PSNLs critical role in mRNA-4157 Im surprised it hasnt happened sooner. While I dont love the dilution that comes with the transaction its a great strategic win. A bigger differentiator researchers say could be the computational engines that help to determine the vaccines composition. Each engine has its own proprietary suite of tools that it uses to select which neoantigens to target. $PSNL $MRNA A bigger differentiator researchers say could be the computational engines that help to determine the vaccines composition. Each engine has its own"
[X Link](https://x.com/midwit_capital/status/1869753324997919217) 2024-12-19T14:35Z [---] followers, [----] engagements
"SPECULATION Is the $PSNL x $TEM MRD collaboration expansion into Biopharma tied to mRNA-4157 and $MRK's investment in $PSNL Consider this: 1.) $PSNL supports all mRNA-4157 trials with tumor profiling & neoantigen prediction. 2.) $NEO RaDaR is used for MRD monitoring in these trials. 3.) $NTRA injunction blocks new $NEO RaDaR sales in the US though ongoing trials remain unaffected. What about future mRNA-4157 trials Could $MRNA & $MRK pivot to NeXT Personal (tumor samples already go to $PSNL) and explore leveraging $TEM The Biopharma expansion that was just announced might be the first move."
[X Link](https://x.com/midwit_capital/status/1869767426469962219) 2024-12-19T15:31Z [---] followers, [---] engagements
"Interesting detail from the $MRK / $PSNL transaction: "Pursuant to the terms of the Investment Agreement the Company agreed to reserve $10.0 million of the proceeds to open an ISO-certified laboratory in a region outside of the United States with such region mutually agreed upon by the Company and Merck." Could it be related to the recent $MRNA manufacturing facility in Australia We were proud to celebrate the opening of Australias first large-scale mRNA manufacturing facility at Monash Universitys Technology Precinct in Clayton Victoria. The facility positions Australia as one of the only"
[X Link](https://x.com/midwit_capital/status/1869769929492210070) 2024-12-19T15:41Z [---] followers, [---] engagements
"Worth revisiting as $PSNL announces a $50M strategic investment by $MRK. The clues were always there. Not only $MRNA has a lot riding on the success of mRNA-4157 Consider $MRK: Its cash cow Keytruda (Top [--]. grossing drug globally) could receive patent extensions for INT combination therapies. $PSNL is instrumental in making INTs a reality https://t.co/wVWwczpesE Not only $MRNA has a lot riding on the success of mRNA-4157 Consider $MRK: Its cash cow Keytruda (Top [--]. grossing drug globally) could receive patent extensions for INT combination therapies. $PSNL is instrumental in making INTs a"
[X Link](https://x.com/midwit_capital/status/1869858931981594993) 2024-12-19T21:34Z [---] followers, [---] engagements
"@updating_priors @GhzResearch I believe the $MRK x $PSNL deal happened for two key reasons: 1.) To ensure an even stronger cash position after years of a challenging biotech market. 2.) Merck sought substantial voting rights over vital technology central to their INT program"
[X Link](https://x.com/midwit_capital/status/1870780731469021297) 2024-12-22T10:37Z [---] followers, [---] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@midwit_capital MidCurveCapital
MidCurveCapital posts on X about $psnl, $gtlb, $tem, $mrna the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +16%
- [--] Month [-------] +86%
- [--] Months [-------] +552%
- [--] Year [-------] +694%
Mentions: [--] #
- [--] Week [--] -21%
- [--] Month [--] +50%
- [--] Months [---] +53%
- [--] Year [---] +118%
Followers: [------] #
- [--] Week [-----] +5.40%
- [--] Month [-----] +22%
- [--] Months [-----] +162%
- [--] Year [-----] +439%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance cryptocurrencies technology brands countries financial services currencies travel destinations celebrities automotive brands
Social topic influence $psnl #15, $gtlb #2, $tem, $mrna, $ntra, $mrk, $te, ai, in the, market
Top accounts mentioned or mentioned by @tempusai @coatuemgmt @morganstanley @nanalyzetweets @goldmansachs @lefkofsky @personalisinc @midwitcapital @jpmorgan @petermantas @alphatrader00 @bk8374021732854 @maplefinance @convequity @cloudflare @eastdakota @alphawavesemi @frankmakrides @ambrygenetics @verdadcap
Top assets mentioned GitLab Inc. (GTLB) Tempus AI, Inc. (TEM) Moderna Inc (MRNA) Natera, Inc. Common Stock (NTRA) Merck & Co., Inc. (MRK) Prime Medicine, Inc. (PRME) Cloudflare, Inc. (NET) Illumina, Inc. (ILMN) Morgan Stanley (MS) QUALCOMM, Inc. (QCOM) Exact Sciences Corp (EXAS) NEO (NEO) Syrup (SYRUP) Ciena Corporation (CIEN) Monte Rosa Therapeutics, Inc. (GLUE) Twist Bioscience Corporation Common Stock (TWST) Hut [--] Mining Corp. (HUT) Iris Energy Limited (IREN) Guardant Health, Inc. Common Stock (GH) ARK Innovation ETF (ARKK) Goldman Sachs (GS) Intellia Therapeutics, Inc (NTLA) Sea Limited (SE) Unity Software Inc. (U)
Top Social Posts
Top posts by engagements in the last [--] hours
"Time Capsule from 2020: $MRNA CEO Stephane Bancel on mRNA vaccines and their outlook. If the decease mechanism isnt well understood we cant drug it easily with #mRNA. WGSequencing + Data Analytics will be essential to mRNA based #PCV. $PSNL"
X Link 2023-07-09T10:39Z [--] followers, [--] engagements
"@Bullshark_2012 @PersonalisInc @multiomicsARK @lightspeedvp IMAO selling $PSNL now would be a mirror image of Solexa's acquisition by $ILMN in 2007"
X Link 2023-07-18T13:14Z [--] followers, [--] engagements
"Another @midwit_capital favorite is Cloudflare $NET. Not cheap here but going to be an #AI winner"
X Link 2023-07-25T20:28Z [--] followers, [--] engagements
"The next step will bea new early-stage trial to assess #mRNA-4157 in combo with Keytruda in lung cancer. Positive news for $PSNL (NeXT Platform is used for tumor profiling / antigen prediction in the $MRNA / $MRK PCV studies) as well"
X Link 2023-08-03T15:44Z [--] followers, [--] engagements
"From $MRNA 23/Q2 EC: With their Individualized-Neoantigen-Therapy (INT) #mRNA-4157 Moderna plans to pursuit all other indications that $MRK KEYTRUDA is currently approved for (19):"
X Link 2023-08-08T13:47Z [--] followers, [----] engagements
"Interesting language pivot from $MRNA. From: Personalized Cancer Vaccine (PCV) To: Individualized Neoantigen Therapy (INT)"
X Link 2023-08-08T19:10Z [---] followers, [---] engagements
"Decent $PSNL earnings call It seams like expenses have toped & revenues have bottomed. The analysts didn't sent their interns & sounded pretty engaged this time. Extension of VA MVP lot's of $MRNA / $MRK revenue coming LDT & NeXT Personal to launch soon. Good stuff🙂"
X Link 2023-08-08T21:47Z [--] followers, [--] engagements
"$ILMN veteran Courtney McCormick is leading an effort at $PSNL to cut turn-around-time by 60% for patient samples in $MRNA mRNA-4157 clinical trials"
X Link 2023-08-25T09:56Z [--] followers, [---] engagements
"$MRK Patent on KEYTRUDA (Pembrolizumab) is expiring in [----]. mRNA-4157 (developed together with $MRNA) + KEYTRUDA reduced the risk of recurrence or death in melanoma by 44% compared with KEYTRUDA alone. FY [----] KEYTRUDA sales where $20.9 Billion. $PSNL is part of that story"
X Link 2023-08-25T15:19Z [---] followers, [---] engagements
"@AlbertVilella Another potential candidate to acquire $PSNL is Agilent - $A IMO. They have a large PD-L1 expression CDx relationship with $MRK / Keytruda. Seams reasonable that they would want to accompany $MRK & $MRNA into INT's"
X Link 2023-08-29T11:28Z [---] followers, [---] engagements
"Wanted to point out that Dr. Jeffrey Weber is the principal investigator on the $MRK / $MRNA mRNA-4157 trial. If he is optimistic so I choose to be. :) $PSNL is well positioned to support the subsequent INT phase III trails as well. Some highlights from the interview:"
X Link 2023-08-29T13:21Z [--] followers, [--] engagements
"Noteworthy study in this context. $MRK & $PSNL. Future comprehensive molecular classifiers can expand delineate subtypes and eventually lead to biomarker driven precision oncology focused patient selection. https://aacrjournals.org/cancerres/article/82/12_Supplement/5743/704116/Abstract-5743-Comprehensive-next-generation Jeffrey S. Weber MD PhD is looking ahead on NGS guided cancer treatment: "We need biomarkers & picking the patients most likely to benefit from treatment I think that's where the field is going." "Analyze patients upfront and choose a trial based on molecular diagnostics.""
X Link 2023-08-30T13:32Z [---] followers, [---] engagements
"$ILMN TruSight Oncology [---] (TSO500) does compare favorably to FoundationOne CDx (F1CDx)"
X Link 2023-09-04T11:48Z [--] followers, [---] engagements
"$PSNL NeXT Dx does compare favorably to $ILMN TruSight Oncology [---] (TSO500)"
X Link 2023-09-04T11:48Z [--] followers, [---] engagements
"Never quite understood $ILMN's approach to compete with it's customers in the first place. Illumina $ILMN names Agilent executive as new CEO https://t.co/RCiqIVUXdH via @matthewherper Illumina $ILMN names Agilent executive as new CEO https://t.co/RCiqIVUXdH via @matthewherper"
X Link 2023-09-06T10:36Z [---] followers, [---] engagements
"Individualized Neoantigen Therapies are happening Billions of people got a #mRNA shot during Covid-19. Little known fact: The $MRNA / $BNTX Covid-shot was based on the #mRNA technology they where initially developing for individualized cancer therapies"
X Link 2023-09-06T18:25Z [--] followers, [---] engagements
"The Covid-19 vaccines where safe & worked Initial data for the cancer vaccines (INTs) from $mRNA / $MRK as well as data from $BNTX / $RHHBY are looking very promising. Both INT's are enabled by Next-Generation-Sequencing. Exiting times for $PSNL as well"
X Link 2023-09-06T18:25Z [--] followers, [---] engagements
"Everyone who is rooting for $PSNL to be acquired should read the Solexa story: Impossible to know the counterfactual outcome but one could argue that $650M for what today is the foundation of all $ILMN sequencing instruments was a steal"
X Link 2023-09-07T08:51Z [--] followers, [---] engagements
"$PSNL NeXT Dx analyzes both tumor tissue and matched normal DNA to distinguish somatic mutations from germline mutations. Tumor-only sequencing relies on germline databases potentially leading to false somatic mutations especially in non-European patients"
X Link 2023-09-12T18:35Z [---] followers, [---] engagements
"Remarkably our validation data indicated that 33.9% of the small variants were discordant between $PSNL NeXT Dx and the reference method. cough $ILMN cough This illustrates a limitation of tumor-only testing which could impact therapy selection for a cancer patient"
X Link 2023-09-12T18:54Z [--] followers, [---] engagements
"@scottsinvesting This is worth watching: Patent on KEYTRUDA is expiring in [----]. $20.9 Billion Rev " $MRK said it may seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." ➡ mRNA-4157"
X Link 2023-09-12T19:20Z [--] followers, [--] engagements
"@scottsinvesting IF past is prologue. $MRK / $MRNA could initiate a whole series of Phase III mRNA-4157 trails that could all be supported by $PSNL. I'll take those odds any day"
X Link 2023-09-12T19:26Z [--] followers, [---] engagements
"Bold statements from $MRNA CEO Stphane Bancel. $PSNL is part of the story here. "Liquid biopsies which aim to spot cancer early by trawling for genetic debris from tumors in the blood may be key to that goal""
X Link 2023-09-13T22:08Z [--] followers, [---] engagements
"According to $MRNA CEO Stphane Bancel $PSNL is in the molecular mugshots business"
X Link 2023-09-14T16:20Z [--] followers, [---] engagements
"So far there are [--] #mRNA4157 Phase III planed by $MRNA / $MRK. Many more to come. Hopefully all supported by $PSNL"
X Link 2023-09-19T11:28Z [--] followers, [---] engagements
"@Bobebbop " $MRNA plans to invest $25 billion in R&D from [----] through 2028." Stphane Bancel. Let's say 10% of that is budgeted for INT's + $MRK committing the same amount = $5B combined. Positive data is what they are hoping to generate with that money. $PSNL main output is data"
X Link 2023-09-19T11:44Z [--] followers, [---] engagements
"$PSNL will host a Conference Call on the 24th of October to discuss the results as well. Hope to see a bit of a capital markets charm offensive over the next few months"
X Link 2023-10-21T22:08Z [--] followers, [---] engagements
"@joaosoveral [--]. I think the competition can ultimately catch up but since $PSNL has designed / validated NeXT as a WGS panel anticipating the $100 Genome they are in the lead. [--]. Runway is an issue I dont have a good answer. They will need to raise capital / depth. Question is price"
X Link 2023-10-26T15:02Z [--] followers, [--] engagements
"$MRNA fumbling. COVID revenues are a thing of the past. $MRNA will have a razor sharp focus on cancer (#mRNA-4157) & other pipeline asset's moving forward. Good for $PSNL as their NeXT Platform is designed into Moderna's INT pipeline"
X Link 2023-11-02T12:17Z [--] followers, [---] engagements
"@birgirm80 Yes within the realm of possible outcomes: https://x.com/midwit_capital/status/1666804340252897281s=20 @AlbertVilella Maybe $MRNA / $MRK I hope $PSNL won't be acquired though. https://x.com/midwit_capital/status/1666804340252897281s=20 @AlbertVilella Maybe $MRNA / $MRK I hope $PSNL won't be acquired though"
X Link 2023-11-02T12:47Z [---] followers, [---] engagements
""Neoantigen Vaccine approaches will change the face of Cancer therapy." Jeffrey S. Weber MD PhD on #mRNA-4157 $MRNA / $MRK / $PSNL https://medicaldigest.org/scientific-contents/interview:keynote-942-mrna-based-vaccine-and-novel-techniques-field-melanoma https://medicaldigest.org/scientific-contents/interview:keynote-942-mrna-based-vaccine-and-novel-techniques-field-melanoma"
X Link 2023-11-03T13:23Z [---] followers, [---] engagements
"$PSNL flat on large volumes over the past [--] days. (Since Q3 [--] Earnings Call) Feels like something changed under the hood"
X Link 2023-11-10T19:13Z [--] followers, [---] engagements
"@convequity Another vector of competition is network capacity. $NET has had traditionally a lot of out-bound traffic. SASE/SSE is in-bound traffic which was underutilized. Price: "The reason we got into the Zero Trust space was pretty much because we had all this excess capacity.""
X Link 2023-11-14T08:59Z [--] followers, [---] engagements
"@convequity This specific conjuncture should give $NET more leverage to lower prices➡ more attractive position then $ZS"
X Link 2023-11-14T09:09Z [--] followers, [--] engagements
"Another 1.5M $PSNL shares traded yesterday on 10% price appreciation (In-line with sector gains). 7.5M shares (15% of shares outstanding) traded since earnings. Another 1M $PSNL shares traded (4x ) on low price action yesterday. Another 1M $PSNL shares traded (4x ) on low price action yesterday"
X Link 2023-11-15T10:14Z [---] followers, [---] engagements
"Spoiler alert: Its $PSNL"
X Link 2023-11-16T21:17Z [--] followers, [---] engagements
"@DanTheInvestah @GeneInvesting Here some things I am watching. $PSNL catalysts for 2024: https://t.co/Nf8rANCbEp $PSNL catalysts for 2024: https://t.co/Nf8rANCbEp"
X Link 2023-11-20T07:28Z [---] followers, [--] engagements
"@extremetechfund Great read many thanks I'm most curious about how efficient the scheduling of inference tasks will be on WorkersAI. Could result in an utilization & cost advantage for $NET"
X Link 2023-11-21T14:08Z [--] followers, [---] engagements
"Chris Hall & Richard Chen on @mendelspod Love to see it. $PSNL https://www.mendelspod.com/p/chris-hall-and-rich-chen-of-personalis#details https://www.mendelspod.com/p/chris-hall-and-rich-chen-of-personalis#details"
X Link 2023-11-21T19:16Z [---] followers, [----] engagements
"@TheStreet @atulbutte @CathieDWood will be vindicated. $PSNL"
X Link 2023-11-21T19:51Z [---] followers, [---] engagements
"My favorite high-level take away from the $PSNL interview: @TheralDTimpson (please correct me if Im wrong) seemed to be genuinely impressed by the breath depth & capabilities of the NeXT Personal Platform. Mind you that he is among the most informed people in this space"
X Link 2023-11-25T09:16Z [--] followers, [--] engagements
"$EXAS CEO @KevinConroyCEO at Jefferies London: MRD could be one of the most innovative & impactful new tests in cancer care. Both $PSNL & $EXAS will be reading out data from their respective #MRD breast cancer studies in [----]. Will be interesting to see how they compare"
X Link 2023-11-25T10:54Z [--] followers, [--] engagements
"@Biotech2k1 Cloudflare / $NET: Great company with lot's of growth ahead. As an added option they are in a unique position to provide inference solutions for AI applications"
X Link 2023-11-27T18:29Z [--] followers, [---] engagements
"4/ A different way to think about it. Buying $PSNL is effectively a way of shorting sequencing cost. XD"
X Link 2023-11-27T21:18Z [--] followers, [---] engagements
"5/ $ILMN has achieved the $200 Genome at scale with the NovaSeq X. The $100 Genome is in sight. $PSNL has designed their NeXT Personal Platform around the continuation of this curve. In hindsight their design choices will seem obvious. Trust the exponential"
X Link 2023-11-27T21:36Z [--] followers, [---] engagements
"Great coverage on $PSNL. We are proud to be the engine behind $MRNA & $MRK vaccine and expect our partnership with Moderna to accelerate our revenue over the next 12-to-24 months"
X Link 2023-12-05T14:57Z [--] followers, [---] engagements
"Some interesting mental gymnastics by AWS CEO Adam Selipsky on the Norwegian Wealth Fund (@NorgesBank) podcast. Your margin is my." what again @Cloudflare / @eastdakota / $NET"
X Link 2023-12-06T12:59Z [--] followers, [---] engagements
"@AlphaBetaAnil Consider: Not only $MRNA have a lot riding on the prospects of mRNA-4157"
X Link 2023-12-17T00:43Z [--] followers, [---] engagements
"Under the hood a good year for $PSNL. Some of those partnerships / initiatives will translate into revenue growth in [----]. Weve had a number of exciting announcements this year. Join us in recapping all of the amazing milestones pushing us toward our goal of improving the lives of cancer patients. #PrecisionOncology #Genomics #NGS https://t.co/LZHsiRY82O Weve had a number of exciting announcements this year. Join us in recapping all of the amazing milestones pushing us toward our goal of improving the lives of cancer patients. #PrecisionOncology #Genomics #NGS https://t.co/LZHsiRY82O"
X Link 2023-12-21T10:17Z [--] followers, [---] engagements
"Are you paying attention $MRNA / $PSNL"
X Link 2023-12-23T08:05Z [--] followers, [---] engagements
"Weather forecast. - $PSNL now trading decisively above all MMA's. - The large seller (J. P. Morgan) is done selling. - Lot's of potentially positive catalysts ahead. - Expectations for the company are rock bottom. Blue Skies Ahead $PSNL trading above the [--] / [--] / [---] Daily Modified Moving Average 200day MMA next (currently at 2$) which should hopefully put us on a new uptrend. The stock is up 100% from it's bottom tick just a few weeks ago. :) https://t.co/Akqxtywp5l $PSNL trading above the [--] / [--] / [---] Daily Modified Moving Average 200day MMA next (currently at 2$) which should hopefully"
X Link 2023-12-28T15:03Z [---] followers, [---] engagements
"While it's never been fully confirmed or denied it's looking increasingly like $PSNL's Neoantigen prediction algorithms are used in $MRK / $MRNA mRNA-4157"
X Link 2023-12-28T18:19Z [--] followers, [---] engagements
".or we cant agree whos good at it but we are going to get there with more interactions knowledge & computational efforts. With SHERPA $PSNL has a high performing algorithm that has shown superior results on the TESLA data set"
X Link 2023-12-30T04:31Z [--] followers, [--] engagements
"With the ongoing $MRK/ $MRNA mRNA-4157 trials $PSNL should be in a position to collect lots of data with which it can further improve its Neoantigen Prediction Machine Learning Model"
X Link 2023-12-30T04:31Z [--] followers, [---] engagements
"Aunt @CathieDWood attributing all of $PSNL recent performance on positive $MRNA mRNA-4157 data is a bit too narrow focused IMAO. More things have been happening under the hood. Not even the experts are paying close attention [----] will be a good year for $PSNL"
X Link 2024-01-01T16:50Z [--] followers, [---] engagements
"Next we will start hearing how the company on which sequencing data the $MRNA oncology franchise is built on is trading at negative enterprise value. $PSNL Since $MRNA stock price is getting stronger we will start hearing how their vaccine franchise and oncology franchise are undervalued. This is the dance of the stock market Since $MRNA stock price is getting stronger we will start hearing how their vaccine franchise and oncology franchise are undervalued. This is the dance of the stock market"
X Link 2024-01-08T11:18Z [--] followers, [---] engagements
"Not only $MRNA has a lot riding on the success of mRNA-4157 Consider $MRK: Its cash cow Keytruda (Top [--]. grossing drug globally) could receive patent extensions for INT combination therapies. $PSNL is instrumental in making INTs a reality $MRK Key Keytruda Patents start to expire in [----]. $MRNA & $MRK V940-001 (mRNA-4157) primary completion date is October [----]. Earlier readouts assured. Tell me do you believe in coincidences https://t.co/uN1AKi7eTO $MRK Key Keytruda Patents start to expire in [----]. $MRNA & $MRK V940-001 (mRNA-4157) primary completion date is October [----]. Earlier readouts"
X Link 2024-01-08T12:04Z [--] followers, [---] engagements
"$MRNA at JPM: We recently released in our Phase III trial that after [--] years it improves the risk of recurrence by 49% we are quite encouraged by that. And as a result of that we have started and are enrolling two Phase III trials both in adjuvant melanoma and in NSCLC. Not only $MRNA has a lot riding on the success of mRNA-4157 Consider $MRK: Its cash cow Keytruda (Top [--]. grossing drug globally) could receive patent extensions for INT combination therapies. $PSNL is instrumental in making INTs a reality https://t.co/wVWwczpesE Not only $MRNA has a lot riding on the success of mRNA-4157"
X Link 2024-01-09T12:02Z [--] followers, [---] engagements
"And then I think the news is and we've been saying this for a while is we want to rapidly expand into additional clinical studies. This is in combination with $MRK"
X Link 2024-01-09T12:02Z [--] followers, [--] engagements
"$NET is in a great position to become a leading Edge AI Cloud. The edge AI market is forecast to expand at a rapid 25.2% CAGR to more than $143 billion by [----] reaching nearly 10x its $15 billion size in [----]. $NVDA $AMD $NET $MSFT $GOOG https://t.co/3585UCNljy The edge AI market is forecast to expand at a rapid 25.2% CAGR to more than $143 billion by [----] reaching nearly 10x its $15 billion size in [----]. $NVDA $AMD $NET $MSFT $GOOG https://t.co/3585UCNljy"
X Link 2024-01-09T16:12Z [--] followers, [---] engagements
"Great podcast with $MRNA CEO Bancel on @BaillieGifford. I believe we're going to see in our lifetime cancer moving from a death sentence to a disease that most of the time you can manage. Information gained via NGS will be 🔑 to that vision $PSNL In good company: Via the @TempusLabs x @PersonalisInc deal the following investors will be future $PSNL shareholders. 🙂 Specifically happy about @BaillieGifford & @Google https://t.co/ee00vDN2G5 In good company: Via the @TempusLabs x @PersonalisInc deal the following investors will be future $PSNL shareholders. 🙂 Specifically happy about"
X Link 2024-01-10T14:35Z [--] followers, [---] engagements
"Spending some time in Sri Lanka at the moment. As a western citizen you dont really appreciate internet speed since its ubiquitous for regular usage. Over here you can experienced first hand the difference @Cloudflare is making $NET"
X Link 2024-01-10T15:43Z [--] followers, [---] engagements
"Mind that $PSNL NeXT Dx will not need to expand the gene footprint of the assay (re-validation) of new clinically relevant genes as its covering all 20k genes already. Underappreciated fact about $PSNL NeXT Dx: "NeXT Dx is a WES/WTS assay covering over 20k genes allowing expansion of clinical reporting as molecular alterations with clinical significance are discovered." Underappreciated fact about $PSNL NeXT Dx: "NeXT Dx is a WES/WTS assay covering over 20k genes allowing expansion of clinical reporting as molecular alterations with clinical significance are discovered.""
X Link 2024-01-17T06:10Z [--] followers, [--] engagements
"Ergo $PSNL NeXT Dx is well positioned for future evidence: "Presently most commercial NGS platforms lack scalability for future approved targets since they are limited to smaller gene panels that do not comprehensively cover potential future clinically relevant alterations." $PSNL NeXT Dx is not. "Presently most commercial NGS platforms lack scalability for future approved targets since they are limited to smaller gene panels that do not comprehensively cover potential future clinically relevant alterations." $PSNL NeXT Dx is not"
X Link 2024-01-17T06:10Z [--] followers, [--] engagements
"$PSNL .@PersonalisInc has received a final #Medicare coverage determination for its NeXT Dx comprehensive tumor genomic profiling assay providing access for the nations Medicare and #MedicareAdvantage beneficiaries. @CLPmag shares more: #genomics https://t.co/WJYB340wgV .@PersonalisInc has received a final #Medicare coverage determination for its NeXT Dx comprehensive tumor genomic profiling assay providing access for the nations Medicare and #MedicareAdvantage beneficiaries. @CLPmag shares more: #genomics https://t.co/WJYB340wgV"
X Link 2024-01-19T16:34Z [---] followers, [---] engagements
"@LA_stevens_ + $NET"
X Link 2024-01-20T14:50Z [--] followers, [--] engagements
"I want to be clear: I dont know much about gaming but seams noteworthy that next to Free Fire trending again Garena had another smash hit game with Black Clover M in Q4 [----]. $SE Q4 will be interesting. Free Fire was the most downloaded Gaming App Worldwide in November Bullish $SE https://t.co/W2bAzg4aps Free Fire was the most downloaded Gaming App Worldwide in November Bullish $SE https://t.co/W2bAzg4aps"
X Link 2024-01-23T08:09Z [--] followers, [---] engagements
"$SE YoY growth comps will trigger some spreadsheets. TikTok & Tokopedia partnership was likely brokered by Masa @SoftBank. I don't believe in forced marriage. Free Fire ( $SE 💵🐮) trending again & Black Clover M will add some spice. Doesn't mean much for revenue but directionally it's interesting that even if Shopee grows orders by just 5% QoQ YoY order growth will be over 35%. Q4 is a very easy comp for orders. Also nice that they front-loaded so much investment in live-streaming in Q3 and TikTok Shop was Doesn't mean much for revenue but directionally it's interesting that even if Shopee"
X Link 2024-01-24T10:21Z [--] followers, [---] engagements
"$PSNL DNA sequencing platform is playing a key role is bespoke cancer vaccines developed by $MRNA & $MRK. From personalised cancer vaccines to treating latent viruses we spoke to @moderna_tx's CEO to discover the true potential of #mRNA technology: https://t.co/LsXL8rUQpb Capital at risk. #InvestInProgress From personalised cancer vaccines to treating latent viruses we spoke to @moderna_tx's CEO to discover the true potential of #mRNA technology: https://t.co/LsXL8rUQpb Capital at risk. #InvestInProgress"
X Link 2024-01-30T12:04Z [--] followers, [---] engagements
"@CapitalPhylum There is potential for near term revenue growth from mRNA-4157 & Biopharma before $PSNL MRD platform can ramp. Wont take much to incrementally improve the outlook:"
X Link 2024-02-03T12:51Z [--] followers, [--] engagements
"$NET earnings will be 🔥🔥🔥 I'm told there are some who read my music choices while writing @Cloudflare's quarterly earnings for hints. Unfortunately this time I'm sitting in a New York hotel lobby and don't have control over the music. But I do have a crackling real-wood fire which is pretty awesome I'm told there are some who read my music choices while writing @Cloudflare's quarterly earnings for hints. Unfortunately this time I'm sitting in a New York hotel lobby and don't have control over the music. But I do have a crackling real-wood fire which is pretty awesome"
X Link 2024-02-05T08:00Z [---] followers, [---] engagements
"Speculating why $SE short interest is so high: Cloud be that a lot of funds have been putting on a LONG: $MELI / $AMZN SHORT: $SE / $BABA trade. For the past year that trade had a stellar performance. With $SE on the move again lately I'd be slowly looking to cover it"
X Link 2024-02-08T09:13Z [---] followers, [---] engagements
"Could it be that C2i ( $VCYT ) & $PSNL are in a position where their ultra-deep-sequencing platforms can capture more value from falling DNA sequencing cost than others Most other genomic diagnostics companies have optimized around their highest input to COGS: Sequencing cost. @OmicsOmicsBlog #AGBT24 Maybe obvious but plasma Liquid biopsy COGS are mostly sequencing. Some products sacrifice sensitivity vs cost. @OmicsOmicsBlog #AGBT24 Maybe obvious but plasma Liquid biopsy COGS are mostly sequencing. Some products sacrifice sensitivity vs cost"
X Link 2024-02-08T14:03Z [---] followers, [----] engagements
"👀All eyes on $NET earnings tonight.👀 Specifically interested in comments & questions around Workers AI. About time for the AI frenzy to extend from the hardware enablers to infrastructure / software enablers. Cloudflare has a singular position here"
X Link 2024-02-08T15:09Z [---] followers, [---] engagements
"@DeepSailCapital Look no further than $NET earnings tonight. Set up from the last EC:"
X Link 2024-02-08T16:31Z [---] followers, [----] engagements
"Long until wall street is modeling for sama 7T semi fab and Jim Keller turning the earths crust into one large semiconductor. Heres what youre going to want to do get a team of people who are the best at what they do. So: Sam Altman raises the money Jensen Huang runs the company Re employees: we can use about a trillion of that to invent a way to teleport Taiwan into the continental US right Heres what youre going to want to do get a team of people who are the best at what they do. So: Sam Altman raises the money Jensen Huang runs the company Re employees: we can use about a trillion of that"
X Link 2024-02-09T08:49Z [---] followers, [--] engagements
"Some comments from the @alphawavesemi executive team on the competitive dynamics between $MRVL & $AWE.L. Remember: One is 60B MCap the other a 1B MCap company"
X Link 2024-02-09T11:30Z [---] followers, [---] engagements
"We asked $NET delivered: Inference Goldilocks. 👀All eyes on $NET earnings tonight.👀 Specifically interested in comments & questions around Workers AI. About time for the AI frenzy to extend from the hardware enablers to infrastructure / software enablers. Cloudflare has a singular position here. https://t.co/JglHfjxVnr 👀All eyes on $NET earnings tonight.👀 Specifically interested in comments & questions around Workers AI. About time for the AI frenzy to extend from the hardware enablers to infrastructure / software enablers. Cloudflare has a singular position here. https://t.co/JglHfjxVnr"
X Link 2024-02-09T11:53Z [---] followers, [---] engagements
"$MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." $MRNA mRNA4157 is a prime candidate for such patent extension ambitions. Both companies have a lot riding on INTs. Keytruda does $25 billion a year for $MRK and begins to expire in [----]. That is about 40% of Merck's sales. That is a huge amount linked to a single drug. Still growing double digits though. Keytruda does $25 billion a year for $MRK and begins to expire in [----]. That is about 40% of Merck's sales. That is a huge amount linked to"
X Link 2024-02-14T20:08Z [---] followers, [---] engagements
"Structurally bullish $AWE.L $NVDA has InfiniBand. For everyone else there is @alphawavesemi. Interesting that since [----] Nvidias networking revenue has grown faster than their datacenter GPU revenue. Obviously IB attach rate to GPUs has grown tremendously but still. (Using Mellanoxs revenue in [----] as the basis for this comparison). Interesting that since [----] Nvidias networking revenue has grown faster than their datacenter GPU revenue. Obviously IB attach rate to GPUs has grown tremendously but still. (Using Mellanoxs revenue in [----] as the basis for this comparison)"
X Link 2024-02-21T14:13Z [---] followers, [---] engagements
"$MRNA & $MRK plan to initiate clinical studies (mRNA-4157 INT) in additional tumor types in [----]. Good news for $PSNL as well who is providing NGS services to support those trials"
X Link 2024-02-22T12:22Z [---] followers, [---] engagements
"Putting one & one together: Cloudflare + exploding inference demands = Peanut butter + Ice cream $NET On February 6th [----] we announced [--] new models that we added to our catalog for text generation classification and code generation use cases. Today were back with [--] more models focused on enabling new types of tasks and use cases with Workers AI. https://t.co/KDDVgBR3tm https://t.co/xtk5gHgySD On February 6th [----] we announced [--] new models that we added to our catalog for text generation classification and code generation use cases. Today were back with [--] more models focused on enabling new"
X Link 2024-02-28T20:26Z [---] followers, [---] engagements
"$PSNL missed EPS estimates in Q4 [----]. If one adjusts for the funny Tempus warrants fair value accounting they have beat expectations with (0.45) net loss per share though. Estimate was (0.50)"
X Link 2024-02-29T15:26Z [---] followers, [---] engagements
"Going even one step further -which I don't recommend- and adjusting for restructuring cost (nonrecurring) as well the net loss was (037). Outlook for $PSNL should improve moving forward"
X Link 2024-02-29T15:50Z [---] followers, [---] engagements
"Maybe some analysts will slowly start changing their mind on $PSNL Notoriously useless for the most part though. $PSNL - Needham raises Personalis price target to $3.50 from $2.30 Buy rating. $PSNL - Needham raises Personalis price target to $3.50 from $2.30 Buy rating"
X Link 2024-02-29T18:57Z [---] followers, [---] engagements
"@The_AI_Investor If inference is first and foremost an install base problem it should be pretty bullish for $NET imo"
X Link 2024-03-09T09:11Z [---] followers, [---] engagements
"Key takeaway from the $MRVL EC is that the electro-optics business is booming and will grow proportionately to AI accelerators moving forward. Considering the dampened expectations in $MRVL other businesses segments $AWE.L should be a cleaner way to get exposure to said trend"
X Link 2024-03-09T12:15Z [---] followers, [---] engagements
"@Pharmdca Worth considering here: $MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." $MRNA mRNA4157 is a prime candidate for such patent extension ambitions. Both companies have a lot riding on INTs. $MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." $MRNA mRNA4157 is a prime candidate for such patent extension ambitions. Both companies have a lot riding on INTs"
X Link 2024-03-11T21:19Z [---] followers, [----] engagements
"$PSNL is pouring cold water on $NTRA: "In a recent study on resected CRC patients one ctDNA assay Signatera detected tumor recurrence 53.3% of the time no better than imaging and CEA which had a 60.0% detection rate.""
X Link 2024-03-21T17:27Z [---] followers, [---] engagements
"Noteworthy that there is a step between [--] & [--] where $PSNL is performing WGS on the tissue samples + likely monitoring therapy response. From $PSNL 10-Q: "We are providing genomic testing to $MRNA in its ongoing clinical trials evaluating a personalized cancer vaccine." $MRK Keytruda PD-L1 acts based off of antigen presentation. $MRNA is taking tumor tissue then creating mRNA Individual Neoantigen Therapy (INT) to increase on target PD-L1 targeting. Up to [--] targets. Expect big things 2H2024 1H2025 [--] downside manufactured not off the shelf https://t.co/42ig3HukuA $MRK Keytruda PD-L1 acts based"
X Link 2024-04-10T08:27Z [---] followers, [---] engagements
"Decent chance that $PSNL will establish itself as the main sequencing provider for $MRNA & $MRK INT's if they should become a success. Moderna is taking a multipronged approach in #oncology with investigational #mRNA candidates targeting multiple cancer types. One such approach is our investigational individualized neoantigen therapy which we are developing in collaboration with @Merck and is being https://t.co/LgnSOYdnci Moderna is taking a multipronged approach in #oncology with investigational #mRNA candidates targeting multiple cancer types. One such approach is our investigational"
X Link 2024-04-10T08:42Z [---] followers, [---] engagements
"Michael Buckley (Duquesne) is pitching $NTRA at @SohnConf. I'm pitching $PSNL on here. $NTRA is clearly the leader in MRD today but $PSNL has a shot on delivering a test with superior performance at a similar (or higher) price point. https://www.youtube.com/watchv=4OyXYR5GvRY Stanley Druckenmiller owns 0.78% of $NTRA. I own 0.1% of $PSNL. https://t.co/T8IBYp91Qo https://t.co/zjikkP5CEh https://www.youtube.com/watchv=4OyXYR5GvRY Stanley Druckenmiller owns 0.78% of $NTRA. I own 0.1% of $PSNL. https://t.co/T8IBYp91Qo https://t.co/zjikkP5CEh"
X Link 2024-04-21T19:12Z [---] followers, [----] engagements
"$PSNL is putting the "I" in $MRNA's Individualized Neoantigen Therapies. Check out this publication in which ImmunoID NeXT was used to assess patients mutanome and the entirety of somatic cancer mutations. This data informed the production of the mRNA-4157 individualized #neoantigen therapy. Learn more: https://t.co/rPF6lkwzD9. #Melanoma #Genomics Check out this publication in which ImmunoID NeXT was used to assess patients mutanome and the entirety of somatic cancer mutations. This data informed the production of the mRNA-4157 individualized #neoantigen therapy. Learn more:"
X Link 2024-04-24T18:16Z [---] followers, [---] engagements
"Great read The tailwinds (connectivity & custom-silicon for AI) that will support $MRVL should support $AWE.L as well An overview of $MRVL in the AI datacenter: https://t.co/Zdps8FDLAB https://t.co/0ea8RmCuAq An overview of $MRVL in the AI datacenter: https://t.co/Zdps8FDLAB https://t.co/0ea8RmCuAq"
X Link 2024-05-01T09:00Z [---] followers, [---] engagements
""From finding genetic mutations and drug targets designing blood tests for early detection of cancer or developing personalized treatments this is the foundation for the new era of medicine that will unfold over the next decade and beyond." We are in the early stages of a transformative health revolution and Baillie Giffords Health Innovation Strategy believes this is an exciting opportunity for investors. Find out why: https://t.co/KVjRR0ZvFT #ActualInvestors https://t.co/exZVRuxy1X We are in the early stages of a transformative health revolution and Baillie Giffords Health Innovation"
X Link 2024-05-01T12:20Z [---] followers, [---] engagements
"There was a lot of investment R&D company building in said categories over the past decade and right now we seam to experience a watershed moment. We have seen bankruptcies: $NVTA. Emergent category leaders: $NTRA. Resurrections: $WGS. Lawsuits: long list. mRNA INTs: $MRNA"
X Link 2024-05-01T12:20Z [---] followers, [---] engagements
"Great news Likely all supported by $PSNL who signed a commercial agreement with $MRNA to leverage their NeXT-platform in said mRNA cancer vaccine trials. $MRNA has initiated neoantigen therapy for three more cancers bladder kidney and cutaneous sq cell cancer. This is huge $MRNA has initiated neoantigen therapy for three more cancers bladder kidney and cutaneous sq cell cancer. This is huge"
X Link 2024-05-02T12:28Z [---] followers, [---] engagements
"Quite fascinating to observe how on one side COVID has accelerated & derisked mRNA vaccines by years while on the other it nuked the leading #mRNA companies (alongside the rest of biotech) in the financial unwind of the pandemic. In hindsight the resurrection will be obvious. $MRNA has initiated neoantigen therapy for three more cancers bladder kidney and cutaneous sq cell cancer. This is huge $MRNA has initiated neoantigen therapy for three more cancers bladder kidney and cutaneous sq cell cancer. This is huge"
X Link 2024-05-03T15:26Z [---] followers, [---] engagements
"We are proud to be the engine behind $MRNA & $MRK vaccine mRNA-4157 and expect our partnership with $MRNA to accelerate our revenue over the next 12-to-24 months. $PSNL CEO Chris Hall in @BioTuesdays. https://biotuesdays.com/2023/12/05/personalis-developing-patient-specific-test-for-earlier-cancer-detection/ https://biotuesdays.com/2023/12/05/personalis-developing-patient-specific-test-for-earlier-cancer-detection/"
X Link 2024-05-06T09:56Z [---] followers, [----] engagements
"Worth considering that $NTRA current position of commercial dominance in MRD is all but guaranteed The @TempusAI partnership boosts $PSNL's next-gen MRD test with a sales force and EMR integration freeing them to focus on Medicare reimbursement evidence. Michael Buckley (Duquesne) is pitching $NTRA at @SohnConf. I'm pitching $PSNL on here. $NTRA is clearly the leader in MRD today but $PSNL has a shot on delivering a test with superior performance at a similar (or higher) price point. https://t.co/k7iPNlaoZp Michael Buckley (Duquesne) is pitching $NTRA at @SohnConf. I'm pitching $PSNL on here."
X Link 2024-05-06T11:15Z [---] followers, [---] engagements
"$PSNL earning tonight Let's see if mRNA-4157 enrollment & the initiation of new trials by $MRNA will impact results & guidance"
X Link 2024-05-08T16:00Z [---] followers, [---] engagements
"Overall solid numbers from $PSNL. Earnings beat and FY-2024 guidance upward revision. All eyes on Medicare coverage till EOY"
X Link 2024-05-08T20:32Z [---] followers, [---] engagements
"@MyGrowthStocks They are guiding for cash to last trough Q1 [----]. If by mid. [----] Medicare reimbursement is achieved and revenue growth is accelerating $PSNL will be in a position to raise more funds from a position of strength. They still have the standing facility with BTIG"
X Link 2024-05-08T22:13Z [---] followers, [---] engagements
"@GavinSBaker has been buying $300M worth of $MRVL stock in Q1 [----]. I remain convinced that $AWE.L offers cleaner exposure to the connectivity & custom silicon for AI trend he is obviously anticipating. Being small can be an advantage. Great read The tailwinds (connectivity & custom-silicon for AI) that will support $MRVL should support $AWE.L as well Great read The tailwinds (connectivity & custom-silicon for AI) that will support $MRVL should support $AWE.L as well"
X Link 2024-05-18T11:13Z [---] followers, [---] engagements
"Le Shrub @agnostoxxx is holding $AWE.L. Love to see it. I spent a lot of time figuring out custom silicon I bought this one play in the UK 😘 I bought $MRVL but I would have been better off just buying $NVDA. Min. [--] https://open.spotify.com/episode/0NPNCv9c2Y1ZzsDTPhpAZHsi=dXMQe9ILTiOvEspeg9ASDw&context=spotify%3Ashow%3A3eApUn2tuCmyKYptMyGY7u Excerpt from @XiaoCapital recent piece on $AWE.L: https://t.co/MIFeJLrZUZ https://open.spotify.com/episode/0NPNCv9c2Y1ZzsDTPhpAZHsi=dXMQe9ILTiOvEspeg9ASDw&context=spotify%3Ashow%3A3eApUn2tuCmyKYptMyGY7u Excerpt from @XiaoCapital recent piece on $AWE.L:"
X Link 2024-05-19T10:26Z [---] followers, [---] engagements
"@DeepSailCapital $PSNL -Most sensitive MRD platform available. -Market cap below cash (still burning). -New CEO executing flawlessly. -Medicare reimbursement later this year. -Tempus took 15% equity stake. -Powering $MRK $MRNA [----] INT. - $NTRA partnership. Stock = $140 Market Cap = $73M"
X Link 2024-05-20T06:41Z [---] followers, [---] engagements
"$PSNL's NeXT Personal Dx will be fully integrated into Tempus' ( $TEM ) xM Portfolio This partnership is a win-win: $PSNL gains a salesforce that can rival $NTRA and $TEM enhances its comprehensive testing portfolio with a best-in-class tumor-informed MRD test. Excited to announce the clinical launch of our #MRD test portfolio including our xM test & the xM (NeXT Personal Dx) test by Personalis featuring both a tumor-nave assay & a tumor-informed assay. https://t.co/g4dlI762eq Excited to announce the clinical launch of our #MRD test portfolio including our xM test & the xM (NeXT Personal Dx)"
X Link 2024-05-31T16:49Z [---] followers, [---] engagements
"$MRNA CEO Bancel suggests they will file for accelerated approval of their INT mRNA-4157 in melanoma. Given $PSNL's role as the NGS partner in the trials there's a possibility they will also be integrated in the INT pipeline IF approved. https://www.biotechtv.com/post/moderna-june-3-2024 https://www.biotechtv.com/post/moderna-june-3-2024"
X Link 2024-06-04T11:54Z [---] followers, [---] engagements
"Nice to see that $PSNL made it into the @TempusAI / $TEM IPO roadshow"
X Link 2024-06-11T19:53Z [---] followers, [---] engagements
"Most fascinating thing I learned from the $TEM S-1 is that they have less cash on the balance sheet then $PSNL. As of March [--] [----] $TEM had $80.8M while $PSNL had $114.2M in cash. $TEM is targeting a $6.1B IPO valuation while $PSNL is trading at $70M val"
X Link 2024-06-13T14:24Z [---] followers, [---] engagements
"With $PSNL being an essential component of this next chapter for $TEM When we invested in @TempusAI we were drawn to its mission to ensure each patient benefits from the experience of those who came before them. In a fragmented healthcare system the problem was big but the opportunity was bigger. The best part: Tempus is just getting started. https://t.co/xPW38CTY1n When we invested in @TempusAI we were drawn to its mission to ensure each patient benefits from the experience of those who came before them. In a fragmented healthcare system the problem was big but the opportunity was bigger."
X Link 2024-06-14T19:03Z [---] followers, [---] engagements
"$NET this you: "Additionally PCC requests go through an OHTTP relay operated by a third party which hides the devices source IP address before the request ever reaches the PCC infrastructure." https://security.apple.com/blog/private-cloud-compute/ https://security.apple.com/blog/private-cloud-compute/"
X Link 2024-06-17T17:23Z [---] followers, [---] engagements
"@JamesPetch4 Bad news for sure but for whole-genome MRD $PSNL has a head start in data generation for reimbursement and a strong commercial partner with $TEM. The $MRNA partnership adds further optionality. Not good but not lethal"
X Link 2024-06-19T15:20Z [---] followers, [---] engagements
"Great Sunday read in @Nature on Personalized Cancer Vaccines. Its an idea whose time has come. https://www.nature.com/articles/d41586-024-01717-x https://www.nature.com/articles/d41586-024-01717-x"
X Link 2024-06-23T15:09Z [---] followers, [--] engagements
"A bigger differentiator researchers say could be the computational engines that help to determine the vaccines composition. Each engine has its own proprietary suite of tools that it uses to select which neoantigens to target. $PSNL $MRNA We are proud to be the engine behind $MRNA & $MRK vaccine mRNA-4157 and expect our partnership with $MRNA to accelerate our revenue over the next 12-to-24 months. $PSNL CEO Chris Hall in @BioTuesdays. https://t.co/ddSHgXJ2TF We are proud to be the engine behind $MRNA & $MRK vaccine mRNA-4157 and expect our partnership with $MRNA to accelerate our revenue"
X Link 2024-06-23T15:09Z [---] followers, [---] engagements
""" $MRNA has talked to the FDA and learned that changing the vendor for genome sequencing & the range in the number of antigens would be considered major changes to the program. Holen said. "" This is great news for $PSNL https://www.fiercebiotech.com/biotech/were-open-business-fdas-peter-marks-says-agency-ready-review-novel-cancer-vaccines-despite https://www.fiercebiotech.com/biotech/were-open-business-fdas-peter-marks-says-agency-ready-review-novel-cancer-vaccines-despite"
X Link 2024-06-25T06:50Z [---] followers, [---] engagements
"For $MRNA mRNA-4157 INT $PSNL provides whole-exome sequencing for analyzing patient tumor and blood samples assessing the mutanome (all somatic cancer mutations) and establishing the patient's HLA type: "" $MRNA has talked to the FDA and learned that changing the vendor for genome sequencing & the range in the number of antigens would be considered major changes to the program. Holen said. "" This is great news for $PSNL https://t.co/MZ8tXIXmvO "" $MRNA has talked to the FDA and learned that changing the vendor for genome sequencing & the range in the number of antigens would be considered"
X Link 2024-06-25T11:12Z [---] followers, [---] engagements
"Also interesting that Citadel Advisors LLC has ramped up it's $PSNL position quite substantially over the past two quarters. Inferring from the timing they likely bought up the J.P. Morgan dump. Let's see if they have been unloading the shares again. Renaissance Technologies LLC and I have been accumulating $PSNL shares over the past several quarters. As of March [--] [----] RenTec holds 1.1M shares 2.1% of outstanding shares and [--] times more than I own. They are now among the largest $PSNL shareholders. https://t.co/APvN3VznrY Renaissance Technologies LLC and I have been accumulating $PSNL"
X Link 2024-06-26T16:40Z [---] followers, [---] engagements
"👀 $PSNL on the move today.👀 Bought more $PSNL at $1.22 per share. Now owning 0.155% of outstanding shares. https://t.co/5aPeHmoYpp Bought more $PSNL at $1.22 per share. Now owning 0.155% of outstanding shares. https://t.co/5aPeHmoYpp"
X Link 2024-07-16T16:01Z [---] followers, [---] engagements
"I usually avoid this nonsense but desperate times call for desperate measures: $PSNL is about to test long-term resistance around $2.40 a share. Expecting some pullbacks"
X Link 2024-07-18T14:32Z [---] followers, [----] engagements
"An underappreciated fact: $PSNL is the genomics engine behind $MRNA and $MRK's individualized neoantigen vaccine. https://x.com/midwit_capital/status/1804894458854465631 Moderna & Merck's cancer vaccine: 49% less recurrence 62% less spread. A gamechanger https://x.com/midwit_capital/status/1804894458854465631 Moderna & Merck's cancer vaccine: 49% less recurrence 62% less spread. A gamechanger"
X Link 2024-07-19T15:28Z [---] followers, [---] engagements
"Over 22M $PSNL shares where exchanged today. That's 1/3 of outstanding shares. Totally normal. 🙃"
X Link 2024-07-20T00:40Z [---] followers, [---] engagements
"With the recent price appreciation of $PSNL stock the dollar value of $ARKG's holdings in $PSNL is now worth about 50% of its $MRNA holdings. Remarkably $MRNA's market cap is about [---] times larger than $PSNL's"
X Link 2024-07-24T16:36Z [---] followers, [---] engagements
"$MRK and $MRNA's full focus on enrollment for mrna-4157 could lead to incremental revenue acceleration for $PSNL in Q2"
X Link 2024-07-31T07:10Z [---] followers, [----] engagements
"After the recent earnings from both $MRK and $MRNA this seems truer than ever. The market's apparent disregard for $PSNL's strategic relevance in all of this is beyond me. $MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs." $MRNA mRNA4157 is a prime candidate for such patent extension ambitions. Both companies have a lot riding on INTs. $MRK said it "May seek patents for innovations in how the drug is used its formulation the size and schedule of doses and COMBINATIONS with other drugs.""
X Link 2024-08-02T13:29Z [---] followers, [---] engagements
"The first $TEM earnings call kicked off with questions and comments around MRD. $PSNL NeXT Personal took center stage and is poised to become a vital part to the @TempusAI product offering. Next Step: Reimbursement"
X Link 2024-08-07T10:11Z [---] followers, [----] engagements
"$VCYT CEO on whole-genome-sequencing: More data is better. $PSNL WGS data could potentially be very valuable for $TEM AI platform. Could it be that C2i ( $VCYT ) & $PSNL are in a position where their ultra-deep-sequencing platforms can capture more value from falling DNA sequencing cost than others Most other genomic diagnostics companies have optimized around their highest input to COGS: Sequencing cost. https://t.co/962ZAfygDw Could it be that C2i ( $VCYT ) & $PSNL are in a position where their ultra-deep-sequencing platforms can capture more value from falling DNA sequencing cost than"
X Link 2024-08-11T12:49Z [---] followers, [----] engagements
"Considering the data-hungry nature of AI models $PSNL's vast whole-genome data could become a key asset and a strategic advantage for @TempusAI / $TEM. $PSNL will also share in all data revenue generated using its data as input. $VCYT CEO on whole-genome-sequencing: More data is better. $PSNL WGS data could potentially be very valuable for $TEM AI platform. https://t.co/TYUmlL7rL5 $VCYT CEO on whole-genome-sequencing: More data is better. $PSNL WGS data could potentially be very valuable for $TEM AI platform. https://t.co/TYUmlL7rL5"
X Link 2024-08-12T14:32Z [---] followers, [---] engagements
"$PSNL remains tight-lipped about the potential impact of mRNA-4157 on their business deferring to $MRNA for comments. However the explosive biopharma revenue growth in Q2 from the ongoing Phase III study offers a strong clue"
X Link 2024-08-14T16:47Z [---] followers, [---] engagements
"$PSNL back above $300M market cap. Still $700M to go. 🙃 $PSNL WILL BE A BILLION DOLLAR COMPANY https://t.co/QT80dnAeNW $PSNL WILL BE A BILLION DOLLAR COMPANY https://t.co/QT80dnAeNW"
X Link 2024-08-16T14:34Z [---] followers, [---] engagements
"Today about 70% of all AI companies traffic is behind Cloudflare. $NET https://open.spotify.com/episode/0aV7NOr59eLDDiOgVCFyHUsi=T8-CScsSS_2zWeZnH_sMpw&t=1049&context=spotify%3Ashow%3A7qZ7hDmHEQdAOLaJvi7S9o https://open.spotify.com/episode/0aV7NOr59eLDDiOgVCFyHUsi=T8-CScsSS_2zWeZnH_sMpw&t=1049&context=spotify%3Ashow%3A7qZ7hDmHEQdAOLaJvi7S9o"
X Link 2024-08-19T18:47Z [---] followers, [---] engagements
"Got to hand it to @lefkofsky. Using funds from the $TEM IPO (valued at over $6B) to acquire nearly 20% of $PSNL (valued at under $300M) is kinda genius"
X Link 2024-08-20T11:01Z [---] followers, [----] engagements
"$MRVL had a solid quarter. The tailwinds (connectivity & custom-silicon for AI) that benefited $MRVL should support $AWE.L as well Some comments from the @alphawavesemi executive team on the competitive dynamics between $MRVL & $AWE.L. Remember: One is 60B MCap the other a 1B MCap company. https://t.co/NQLaRQ7HjX Some comments from the @alphawavesemi executive team on the competitive dynamics between $MRVL & $AWE.L. Remember: One is 60B MCap the other a 1B MCap company. https://t.co/NQLaRQ7HjX"
X Link 2024-08-30T08:20Z [---] followers, [---] engagements
"@lakestreetcm 2x their price target for $PSNL to $8 but the underlying assumptions seem overly simplistic leaving significant room for variability. IMHO this approach lacks the depth required for an accurate forecast especially given the pivotal nature of $PSNL current state. You know the rules: Now that $PSNL is at a 52-week high its time for analysts to raise their price targetsjust in time to reflect whats already happened. 🙃 You know the rules: Now that $PSNL is at a 52-week high its time for analysts to raise their price targetsjust in time to reflect whats already happened. 🙃"
X Link 2024-09-01T16:20Z [---] followers, [---] engagements
"@Sauers_ Economically most successful ML application to date is probably digital ad targeting. Interested if some large scale application with comparative ROI can emerge in biology as well"
X Link 2024-09-01T19:20Z [---] followers, [--] engagements
"Last week leaders in pharma NGS and cancer research had the opportunity to get an up-close look at $PSNL facilities during the @blood_pac Q3 meeting: Were excited to be hosting the @blood_pac Q3 meeting next week We look forward to seeing you there. #LiquidBiopsy #PrecisionOncology Were excited to be hosting the @blood_pac Q3 meeting next week We look forward to seeing you there. #LiquidBiopsy #PrecisionOncology"
X Link 2024-09-09T11:00Z [---] followers, [---] engagements
"Worth pointing out that the MRD Clinical Validation Group is co-chaired by Dan Norton ( $PSNL ) & Carol Pena ( $MRK ). https://x.com/blood_pac/status/1831806911551041938 The MRD Clinical Validation Group had a productive Q3 session starting with a poll to highlight the differences between clinical utility clinical validity and analytical validation. Great feedback will help as they move forward with their FDA pre-submission #MRD #LiquidBiopsy https://t.co/fWKP1R66gR https://x.com/blood_pac/status/1831806911551041938 The MRD Clinical Validation Group had a productive Q3 session starting with a"
X Link 2024-09-09T11:00Z [---] followers, [----] engagements
"$NEO CEO Chris Smith at the 22nd @MorganStanley Global Healthcare Conference: "#MRD is probably going to be the biggest market. I look at it a lot the way NGS was [--] or [--] years ago.""
X Link 2024-09-09T17:31Z [---] followers, [---] engagements
"Moreover my highly advanced and thoroughly sophisticated analysis suggests that so far the number of tracked variants appears to be inversely correlated with the market cap.😘 $PSNL / $NEO / $EXAS / $NTRA I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower COGS) will be able to capture less value from falling NGS cost than ultra-sensitive sequencing platforms. Whole Genome Whole Exome $PSNL / $EXAS / $NTRA / $NEO https://t.co/cTO1O2UTYj I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower"
X Link 2024-09-11T11:44Z [---] followers, [---] engagements
"We probably could consolidate all the SASE vendors that are out there today on our network without spending [--] more dollar on CapEx on network capacity. Savage. $NET"
X Link 2024-09-12T12:57Z [---] followers, [---] engagements
"The fact that $PSNL hasnt reacted negatively to the FDAs decision against accelerated approval for $MRNA & $MRK's mRNA-4157 neoantigen immunotherapy suggests that expectations for its success were absent from the current share price"
X Link 2024-09-12T20:20Z [---] followers, [---] engagements
"@Cloudflare is now being utilized to circumvent the @X ban in Brazil. @eastdakota takes issues of free speech "very very seriously" and has stated that $NET aims to be a neutral infrastructure provider that doesn't make content decisions. 🍿🍿🍿 https://www.theverge.com/24121399/cloudflare-matthew-prince-internet-free-speech-8chan-ukraine-aristotle-decoder-interview https://www.theverge.com/24121399/cloudflare-matthew-prince-internet-free-speech-8chan-ukraine-aristotle-decoder-interview"
X Link 2024-09-19T10:48Z [---] followers, [---] engagements
"Additional reading: $NET https://blog.cloudflare.com/cloudflare-and-free-speech/ https://blog.cloudflare.com/cloudflare-and-free-speech/"
X Link 2024-09-19T10:52Z [---] followers, [---] engagements
"One-Down: "The order enjoins $NEO from "making using selling or offering for sale in the United States" the RaDaR assay." I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower COGS) will be able to capture less value from falling NGS cost than ultra-sensitive sequencing platforms. Whole Genome Whole Exome $PSNL / $EXAS / $NTRA / $NEO https://t.co/cTO1O2UTYj I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower COGS) will be able to capture less value from falling NGS cost than ultra-sensitive"
X Link 2024-09-24T08:50Z [---] followers, [---] engagements
"Important detail: $MRNA mRNA-4157 was using the $NEO RaDaR assay and will be able to continue using it"
X Link 2024-09-24T08:52Z [---] followers, [---] engagements
"Worth listening to the $NEO update call on RaDaR. Lots to learn on IP litigation / #MRD and the fast moving genomics tech landscape. https://qcast.page.link/1A7FzoqwgQxAtYd59 I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels - lower COGS) will be able to capture less value from falling NGS cost than ultra-sensitive sequencing platforms. Whole Genome Whole Exome $PSNL / $EXAS / $NTRA / $NEO https://t.co/cTO1O2UTYj https://qcast.page.link/1A7FzoqwgQxAtYd59 I believe that #MRD platforms that have optimized around high sequencing costs (smaller panels"
X Link 2024-09-24T13:46Z [---] followers, [---] engagements
"👀 $NEO / $MYGN / $PSNL 👀"
X Link 2024-09-24T14:01Z [---] followers, [----] engagements
"I tend to agree. $CIEN https://x.com/midwit_capital/status/1829080045618336251 https://x.com/midwit_capital/status/1829080045618336251"
X Link 2024-10-17T06:31Z [---] followers, [---] engagements
"Interesting comment from $CIEN: Global datacenter power consumption is expected to double between [----] & [----]. With the datacenters moving closer towards the distributed available power sources the demand for optical DCI links will naturally grow. https://www.youtube.com/watchv=jwvtlJwHwSA https://www.youtube.com/watchv=jwvtlJwHwSA"
X Link 2024-10-17T07:59Z [---] followers, [---] engagements
"$CIEN SVP Global Products & Supply Chain Brodie Gage: "In the Americas we see inventory absorption challenges are starting to abate and were looking for new order growth here in the second half of 24." made a bold call with this image but so far its off to the right start as is COHR LITE COMM NTGR UI etc https://t.co/BCs2ZVkqpQ made a bold call with this image but so far its off to the right start as is COHR LITE COMM NTGR UI etc https://t.co/BCs2ZVkqpQ"
X Link 2024-10-17T08:18Z [---] followers, [---] engagements
"With $BTC gaining momentum + the @coatuemgmt partnership (9.2% stake) cooking $HUT is setting up for action"
X Link 2024-10-17T08:33Z [---] followers, [---] engagements
"Ignore the recent price swings in $PSNL its just noise on low trading volume and doesnt change the strong long-term outlook. Lock in. Focus. Eyes on the ball"
X Link 2024-10-17T15:50Z [---] followers, [---] engagements
"Alongside @coatuemgmt my horse in this race is $HUT. Stan owns 2.09M shares of $WULF at an average cost of $4.45 USD per share. We are big long-term believers in AI and theres still many ways were playing AI particularly the infrastructure thats been built out to support the power needed Any guesses what hes talking about https://t.co/DvIyb3p3Gc We are big long-term believers in AI and theres still many ways were playing AI particularly the infrastructure thats been built out to support the power needed Any guesses what hes talking about https://t.co/DvIyb3p3Gc"
X Link 2024-10-17T21:14Z [---] followers, [---] engagements
"@qthomp Moving HPC to available energy sources comes with 2nd order effects for optical links according to $CIEN. Interesting comment from $CIEN: Global datacenter power consumption is expected to double between [----] & [----]. With the datacenters moving closer towards the distributed available power sources the demand for optical DCI links will naturally grow. https://t.co/XoRRsx7tIa Interesting comment from $CIEN: Global datacenter power consumption is expected to double between [----] & [----]. With the datacenters moving closer towards the distributed available power sources the demand for"
X Link 2024-10-17T21:27Z [---] followers, [---] engagements
"Yesterday (10/17/2024) $PSNL total trading volume on the NASDAQ was [------] shares. $ARKG holdings of $PSNL decreased by [-----] shares on the same day due to ETF outflows. ERGO: 16% of daily volume was $ARKG ETF flow based selling. The Ponzi fund math works both ways.🙃 "This implies that whenever the thematic ETF received a 1% inflow on a certain day and proportionally rescaled its positions it bought 20% of the daily volume of the underlying stocks." $ARKG would have to but about 10% of $PSNL daily volume with a 1% inflow today.🙃 Send it https://t.co/C62FibHjCA "This implies that whenever"
X Link 2024-10-18T12:09Z [---] followers, [----] engagements
"Don't take my word for it. This one came right down the mountain. $CIEN / $AWE.L https://www.youtube.com/watchv=jwvtlJwHwSA https://www.youtube.com/watchv=jwvtlJwHwSA"
X Link 2024-10-18T13:11Z [---] followers, [---] engagements
""My wish is that the next [--] years will be as optimistic as the past [--] years have been." As a young person I'm very happy we have at least some leaders like @eastdakota. $NET I just published an interview with @eastdakota that discusses the evolution of the Internet in the age of AI. Here is a thread outlining some key points he addresses in this conversation. https://t.co/1SXLXXxWJZ I just published an interview with @eastdakota that discusses the evolution of the Internet in the age of AI. Here is a thread outlining some key points he addresses in this conversation. https://t.co/1SXLXXxWJZ"
X Link 2024-10-18T15:12Z [---] followers, [---] engagements
"According to research from @matthewsigell & @n_frankovitz at VanEck: $BTDR $IREN & $HUT have the highest (to MCAP) potential NPV from converting 20% of their power capacity to AI/HPC. Given @Hut8Corp' partnership with @coatuemgmt I believe their ambitions are most credible"
X Link 2024-10-18T15:36Z [---] followers, [---] engagements
"$TEM is hands down the best Partner to bring $PSNL industry leading MRD tests to market .@lefkofsky's career was shaped by a bias toward action one that led him to found and scale eight companies and ultimately build a legacy in an industry he thought he'd never touch: healthcare. @_pheebini shares more on the road to @TempusAI. https://t.co/i7HnI6jw7o .@lefkofsky's career was shaped by a bias toward action one that led him to found and scale eight companies and ultimately build a legacy in an industry he thought he'd never touch: healthcare. @_pheebini shares more on the road to @TempusAI."
X Link 2024-10-18T21:21Z [---] followers, [---] engagements
"@vaneck_us seems to share a similar view. In their Crypto ETF ( $DAPP ) theyve given $HUT the same weighting as $IREN and $WULF despite $HUT having a significantly smaller market cap. According to research from @matthewsigell & @n_frankovitz at VanEck: $BTDR $IREN & $HUT have the highest (to MCAP) potential NPV from converting 20% of their power capacity to AI/HPC. Given @Hut8Corp' partnership with @coatuemgmt I believe their ambitions are most credible. https://t.co/IMs4Hc8PwS According to research from @matthewsigell & @n_frankovitz at VanEck: $BTDR $IREN & $HUT have the highest (to MCAP)"
X Link 2024-10-19T09:01Z [---] followers, [---] engagements
"Few reasons I like $HUT: 1.) High $BTC to M-Cap ratio. 2.) @coatuemgmt supporting their AI/HPC efforts. 3.) Druck protg David Rogers' pick (next to $IREN). 4.) Overweight in VanEck $DAPP. 5.) Perception issues. (Not liked in the forums etc.) $WULF & $IREN are solid as well"
X Link 2024-10-21T14:33Z [---] followers, [---] engagements
"Proprietary data is becoming essential for companies looking to harness the full potential of AI. While $TEM has developed the worlds largest clinical and molecular data library along with an OS to access it $PSNL's WGS data will be invaluable for them"
X Link 2024-10-21T16:34Z [---] followers, [---] engagements
"Consider that the largest study of analyzed WGS' of more than [-----] tumors found nearly [--] new patterns of mutations that could inform cancer treatment. This study is validating $PSNL WGS approach and $TEM will be able to supercharge it. https://www.cam.ac.uk/research/news/largest-study-of-whole-genome-sequencing-data-reveals-new-clues-to-causes-of-cancerutm_campaign=research&utm_medium=social&utm_source=twitter https://www.cam.ac.uk/research/news/largest-study-of-whole-genome-sequencing-data-reveals-new-clues-to-causes-of-cancerutm_campaign=research&utm_medium=social&utm_source=twitter"
X Link 2024-10-21T16:34Z [---] followers, [---] engagements
"With datacenters moving closer towards available (often rural) power sources the most obvious way to position for this is: 1.) Access to cheap power ( $HUT $WULF & co.) 2.) Optical DCI links ( $CIEN & co.) McKinsey estimates that global data center demand could rise by more than 5x by [----] in a bullish (unconstrained) scenario with demand reaching [---] GW up from [--] GW in [----]. $NVDA $AMD $AVGO $MSFT $AMZN $GOOG $META https://t.co/VYACMhfFoy McKinsey estimates that global data center demand could rise by more than 5x by [----] in a bullish (unconstrained) scenario with demand reaching [---] GW up"
X Link 2024-10-22T10:38Z [---] followers, [---] engagements
"$TEM is a great company but $PSNL is offering a better risk / reward at the moment IMO. https://x.com/midwit_capital/status/1825850758048125371s=46&t=5cxUhnGJHaIk6A3DVinUAQ $TEM is a newer company for me. They are still within the lock up period after the IPO. That makes me very cautious as there is a ton of stock that will be available for sale come mid December. I think the actual company is very impressive. They combine testing and AI to connect https://x.com/midwit_capital/status/1825850758048125371s=46&t=5cxUhnGJHaIk6A3DVinUAQ $TEM is a newer company for me. They are still within the"
X Link 2024-10-23T11:21Z [---] followers, [---] engagements
"$PSNL NeXT Personal can see what other MRD assays would miss and do it at an earlier time. Whole-Genome based MRD panels increasingly appear to be fundamentally better than those sequencing only the Exome. In a critical study looking at #ctDNA dynamics Keylargo NeXT Personal detected small traces of ctDNA (as low as [---] PPM) to identify molecular progression at an earlier time in patients with pembrolizumab-treated #GastroesophagealCancer. #PrecisionOncology #LiquidBiopsy https://t.co/fkXaF4PYPD In a critical study looking at #ctDNA dynamics Keylargo NeXT Personal detected small traces of"
X Link 2024-10-23T17:37Z [---] followers, [----] engagements
"👀 $HUT 👀 1.) High $BTC to M-Cap ratio. 2.) @coatuemgmt supporting their AI/HPC efforts. 3.) Druck protg David Rogers' pick (next to $IREN). 4.) Overweight in VanEck $DAPP. 5.) Perception issues. 6.) High short interest (15%). 7.) Low electricity cost. Archimedes lays out a $75 bull case on $IREN 👀👀 Archimedes lays out a $75 bull case on $IREN 👀👀"
X Link 2024-10-25T17:15Z [---] followers, [---] engagements
"@AlphaTrader00 @coatuemgmt No price target. Needs to be constantly reassessed as: 1.) BTC moves. (9k on balance sheet) 2.) Energy capacity expands. 3.) AI/HPC deals close. Need to leave some room for things getting out of whack as well"
X Link 2024-10-26T10:32Z [---] followers, [--] engagements
"Given the business relationship between Morgan Stanley & $IREN the 2.26% stake is intuitive. Less so the 191% stake in $HUT which is likely receiving financial advice from @coatuemgmt. https://irisenergy.gcs-web.com/news-releases/news-release-details/iren-appoints-morgan-stanley-financial-advisor https://irisenergy.gcs-web.com/news-releases/news-release-details/iren-appoints-morgan-stanley-financial-advisor"
X Link 2024-10-27T12:29Z [---] followers, [---] engagements
"An overlooked aspect about $TEM / $PSNL / $NTRA / co. is that the tests (care) they deliver today will contribute to the generation of future knowledge about the disease which subsequently will lead to more demand for molecular profiling. Proprietary data is becoming essential for companies looking to harness the full potential of AI. While $TEM has developed the worlds largest clinical and molecular data library along with an OS to access it $PSNL's WGS data will be invaluable for them. Proprietary data is becoming essential for companies looking to harness the full potential of AI. While"
X Link 2024-10-27T15:56Z [---] followers, [---] engagements
"More $MRK & $MRNA INT trials will have a positive effect on $PSNL revenues. https://investors.modernatx.com/news/news-details/2024/Merck-and-Moderna-Initiate-Phase-3-Trial-Evaluating-Adjuvant-V940-mRNA-4157-in-Combination-with-KEYTRUDA-pembrolizumab-After-Neoadjuvant-KEYTRUDA-and-Chemotherapy-in-Patients-With-Certain-Types-of-Non-Small-Cell-Lung-Cancer-NSCLC/default.aspx"
X Link 2024-10-28T11:34Z [---] followers, [---] engagements
"In one of the craziest interviews I've ever seen Masayoshi Son lays out the path for $ARM to become an AI centric chip company - very soon. Someone should let him know just how deeply $AWE.L's connectivity solutions are becoming embedded in the $ARM ecosystem.🙃 https://www.youtube.com/watchv=Zx7HLytya-w https://www.youtube.com/watchv=Zx7HLytya-w"
X Link 2024-10-29T22:01Z [---] followers, [---] engagements
"I refuse to believe in efficient markets as long $PSNL's market capitalization is 2.25% of $NTRA's"
X Link 2024-10-30T15:24Z [---] followers, [----] engagements
"@litocoen Can you please put me in contact with your tax accountant lol Seriously though"
X Link 2024-10-30T21:08Z [---] followers, [---] engagements
"From $TEM 10-Q: "The Company will pay up to $12.0 million to $PSNL over three years as certain milestones are met $8.0 million of which has been paid as of September [--] 2024." $PSNL seems to be hitting all milestones"
X Link 2024-11-04T21:21Z [---] followers, [---] engagements
"From $TEM 10-Q: "The Company received warrants from $PSNL which were exercised in August 2024.""
X Link 2024-11-04T21:23Z [---] followers, [---] engagements
"$TEM / $PSNL"
X Link 2024-11-04T21:28Z [---] followers, [---] engagements
"$PSNL raised $27.2M from selling stock via its ATM. Weighted-average price of $5.84 per share. Decent execution and new cash balance of $143.7M. Extends expected runway into First-Half of 2027"
X Link 2024-11-06T21:38Z [---] followers, [----] engagements
"@AlphaTrader00 Might be time to roll over some $HUT into $IREN actually"
X Link 2024-11-15T23:25Z [---] followers, [---] engagements
"@AlphaTrader00 Also $CIEN will be a very likely receiver of lots of AI CapEx Dollars as Datacenters are begin build in bumfuck nowhere"
X Link 2024-11-15T23:38Z [---] followers, [--] engagements
"@VerbinnenAndrew @HairDAO_ This is great and much in line with the recent trend of question efficiency in legacy institutions Which RNA-sequencing provider have you used if I may ask"
X Link 2024-11-24T16:32Z [---] followers, [---] engagements
"$NTRA is a fantastic company and the clear leader in MRD business development. This is the main driving force of their success right now. That being said I believe that $PSNL whole-genome MRD tests will have a long term structural advantage over MRD tests that only sequence the exome. So far the market clearly disagrees with me on this notion. Lets see. https://x.com/midwit_capital/status/1833817111770132524s=46&t=5cxUhnGJHaIk6A3DVinUAQ Liquid biopsy firm Natera $NTRA has seen their stock triple in the past year versus a Nasdaq return of just 29% over the same period. Why the outperformance"
X Link 2024-11-24T16:48Z [---] followers, [----] engagements
"@nanalyzetweets Fantastic Didnt know you covered it before and are familiar with the company. Lots has changed since: - $TEM has acquired 20% of $PSNL and will commercialize NeXT Personal once reimbursement is achieved. - $PSNL is the de-facto tumor analysis platform for mRNA-4157"
X Link 2024-11-24T17:25Z [---] followers, [---] engagements
"Important to note that said advantage has not yet shown up in financial metrics. Should $PSNL achieve reimbursement (which looks increasingly likely given their superior performance in various studies) the company has A LOT of room to catch up to $NTRA in terms of revenue & market-cap"
X Link 2024-11-24T17:26Z [---] followers, [---] engagements
"Bought some $TDOC calls this morning. I dont necessarily love the company but: 1.) Increasingly looks like revenues are going to inflect upwards. 2.) 16.7% of float still short. Yikes 3.) Lots of hedge funds buying lately. Point72 David Rosen Tudor etc. Stock currently trading at $112"
X Link 2024-11-25T14:32Z [---] followers, [----] engagements
"All else being equal I believe WGS makes more sense than WES for MRD testing. $NTRA repeatedly highlights the volume of published Signatera research while $PSNL WGS data will steadily emerge over time proving that WGS WES. https://x.com/midwit_capital/status/1833817111770132524s=46&t=5cxUhnGJHaIk6A3DVinUAQ MRD $NTRA $TEM $GH $PSNL $EXAS $NTRA WGS https://t.co/ftZ9clMkKf https://t.co/W5MUy3auUu https://x.com/midwit_capital/status/1833817111770132524s=46&t=5cxUhnGJHaIk6A3DVinUAQ MRD $NTRA $TEM $GH $PSNL $EXAS $NTRA WGS https://t.co/ftZ9clMkKf https://t.co/W5MUy3auUu"
X Link 2024-12-01T12:25Z [---] followers, [----] engagements
"Side note: Among the companies mentioned $PSNL West Coast laboratory is ideally positioned to serve the Japanese market. Could this play a role in the SoftBank x $TEM joint venture"
X Link 2024-12-01T12:47Z [---] followers, [---] engagements
"Some thoughts: For MRD $ILMN short-read sequencing is likely more adequate than $PACB long-read as ctDNA fragments are inherently short. $ILMN claims the new NovaSeqX will bring sequencing costs down to $200 per human genome. (Under perfect conditions of course). $NTRA states that COGS for their WES Signatera test are around $400. @nucleusgenomics is offering a WGS consumer test for $399. It's run on Illuminas NovaSeqX. Would be great to know their COGS. I believe WGS MRD tests like $PSNL's NeXT Personal could achieve positive unit economics already with adequate reimbursement and sufficient"
X Link 2024-12-01T19:52Z [---] followers, [---] engagements
"$HUT has been the best performing BTC mining stock since I initiated a position. The time has come to roll some gains into $IREN though. Started a position at $13 a share. $HUT leading the pack. Better lucky than smart.🙃 https://t.co/vpwjaL2tQD $HUT leading the pack. Better lucky than smart.🙃 https://t.co/vpwjaL2tQD"
X Link 2024-12-04T10:34Z [---] followers, [---] engagements
"@rev_cap Resist the temptation. $PLTR"
X Link 2024-12-06T19:43Z [---] followers, [---] engagements
"Picked up some $CYBN"
X Link 2024-12-10T16:02Z [---] followers, [---] engagements
"Put in a $TSLA sell order at $420 just for the lollz"
X Link 2024-12-11T19:23Z [---] followers, [---] engagements
"@GhzResearch Welcome"
X Link 2024-12-11T21:22Z [---] followers, [--] engagements
"@AlphaTrader00 IMHO the partnership rumors are plausible considering that @coatuemgmt largest position is $META (2.1B) while they advising $HUT. Who doesn't like French cuisine"
X Link 2024-12-12T15:53Z [---] followers, [---] engagements
"@sunrgu @tweetatmehomie The wording of the press release suggests the $PSNL x $TEM partnership expansion came about very much by popular demand "Following a positive reaction from the diagnostic market the companies have agreed to expand their relationship to the biopharma industry.""
X Link 2024-12-16T18:27Z [---] followers, [---] engagements
"$MRK investment in $PSNL is fantastic news Given $PSNLs critical role in mRNA-4157 Im surprised it hasnt happened sooner. While I dont love the dilution that comes with the transaction its a great strategic win. A bigger differentiator researchers say could be the computational engines that help to determine the vaccines composition. Each engine has its own proprietary suite of tools that it uses to select which neoantigens to target. $PSNL $MRNA A bigger differentiator researchers say could be the computational engines that help to determine the vaccines composition. Each engine has its own"
X Link 2024-12-19T14:35Z [---] followers, [----] engagements
"SPECULATION Is the $PSNL x $TEM MRD collaboration expansion into Biopharma tied to mRNA-4157 and $MRK's investment in $PSNL Consider this: 1.) $PSNL supports all mRNA-4157 trials with tumor profiling & neoantigen prediction. 2.) $NEO RaDaR is used for MRD monitoring in these trials. 3.) $NTRA injunction blocks new $NEO RaDaR sales in the US though ongoing trials remain unaffected. What about future mRNA-4157 trials Could $MRNA & $MRK pivot to NeXT Personal (tumor samples already go to $PSNL) and explore leveraging $TEM The Biopharma expansion that was just announced might be the first move."
X Link 2024-12-19T15:31Z [---] followers, [---] engagements
"Interesting detail from the $MRK / $PSNL transaction: "Pursuant to the terms of the Investment Agreement the Company agreed to reserve $10.0 million of the proceeds to open an ISO-certified laboratory in a region outside of the United States with such region mutually agreed upon by the Company and Merck." Could it be related to the recent $MRNA manufacturing facility in Australia We were proud to celebrate the opening of Australias first large-scale mRNA manufacturing facility at Monash Universitys Technology Precinct in Clayton Victoria. The facility positions Australia as one of the only"
X Link 2024-12-19T15:41Z [---] followers, [---] engagements
"Worth revisiting as $PSNL announces a $50M strategic investment by $MRK. The clues were always there. Not only $MRNA has a lot riding on the success of mRNA-4157 Consider $MRK: Its cash cow Keytruda (Top [--]. grossing drug globally) could receive patent extensions for INT combination therapies. $PSNL is instrumental in making INTs a reality https://t.co/wVWwczpesE Not only $MRNA has a lot riding on the success of mRNA-4157 Consider $MRK: Its cash cow Keytruda (Top [--]. grossing drug globally) could receive patent extensions for INT combination therapies. $PSNL is instrumental in making INTs a"
X Link 2024-12-19T21:34Z [---] followers, [---] engagements
"@updating_priors @GhzResearch I believe the $MRK x $PSNL deal happened for two key reasons: 1.) To ensure an even stronger cash position after years of a challenging biotech market. 2.) Merck sought substantial voting rights over vital technology central to their INT program"
X Link 2024-12-22T10:37Z [---] followers, [---] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing