#  @mtheory11bio Chris Carper Chris Carper posts on X about $mreo, $vktx, $xfor, $crvs the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1555606459/interactions)  - [--] Week [------] +469% - [--] Month [------] +1.90% - [--] Months [---------] +3,506% - [--] Year [---------] +436% ### Mentions: [--] [#](/creator/twitter::1555606459/posts_active)  - [--] Month [--] -48% - [--] Months [---] +347% - [--] Year [---] +76% ### Followers: [-----] [#](/creator/twitter::1555606459/followers)  - [--] Week [-----] +0.26% - [--] Month [-----] +0.60% - [--] Months [-----] +8.30% - [--] Year [-----] +14% ### CreatorRank: [---------] [#](/creator/twitter::1555606459/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 18% [finance](/list/finance) 13% [cryptocurrencies](/list/cryptocurrencies) 10% [currencies](/list/currencies) 4% [social networks](/list/social-networks) 2% [technology brands](/list/technology-brands) 2% [champions league](/list/champions-league) 1% [countries](/list/countries) 1% **Social topic influence** [$mreo](/topic/$mreo) 32%, [$vktx](/topic/$vktx) 23%, [$xfor](/topic/$xfor) 17%, [$crvs](/topic/$crvs) 11%, [$rare](/topic/$rare) 10%, [market cap](/topic/market-cap) 9%, [$eftr](/topic/$eftr) 7%, [$azn](/topic/$azn) #67, [dual](/topic/dual) 4%, [$lly](/topic/$lly) 4% **Top accounts mentioned or mentioned by** [@pharmdca](/creator/undefined) [@semodough](/creator/undefined) [@pawcio2009](/creator/undefined) [@kennydoesbio](/creator/undefined) [@biotechtv](/creator/undefined) [@jfais20](/creator/undefined) [@barryonhere](/creator/undefined) [@rajgillishere](/creator/undefined) [@macdcurlingup](/creator/undefined) [@biostocks](/creator/undefined) [@biosntechs](/creator/undefined) [@ej23ny](/creator/undefined) [@wallstreet_dawg](/creator/undefined) [@biopharmiq](/creator/undefined) [@bermudadude](/creator/undefined) [@richardtip17589](/creator/undefined) **Top assets mentioned** [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [SuperRare (RARE)](/topic/$rare) [AstraZeneca PLC (AZN)](/topic/$azn) [Eli Lilly and Company (LLY)](/topic/$lly) [Insmed, Inc. (INSM)](/topic/$insm) [Novo-Nordisk (NVO)](/topic/$nvo) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [Inozyme Pharma, Inc. (INZY)](/topic/$inzy) [Karuna Therapeutics, Inc. Common Stock (KRTX)](/topic/$krtx) [Inhibrx, Inc. (INBX)](/topic/$inbx) [Annovis Bio Inc. (ANVS)](/topic/$anvs) [Werewolf Therapeutics, Inc. (HOWL)](/topic/$howl) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Pyxis Oncology, Inc. (PYXS)](/topic/$pyxs) [uniQure N.V. (QURE)](/topic/$qure) [IO Biotech, Inc. (IOBT)](/topic/$iobt) [Abivax SA (ABVX)](/topic/$abvx) ### Top Social Posts Top posts by engagements in the last [--] hours "I imagine $CRVS is moving with risk-on traders getting ahead of potential data next week. Not sure whats up with $CTMX though" [X Link](https://x.com/mtheory11bio/status/2012241054209036761) 2026-01-16T19:10Z [----] followers, [----] engagements "$CRVS pricing their upsized offering with zero discount to Wednesdays closing price. You dont see that too often" [X Link](https://x.com/mtheory11bio/status/2014218819447730401) 2026-01-22T06:09Z [----] followers, [----] engagements "Added to $PRAX at $280 this morning. Last week added big to $CRVS at just over $9 right after their positive PR (I love no halt data releases) Pre-market trading can be wild sometimes" [X Link](https://x.com/mtheory11bio/status/2016182219719454736) 2026-01-27T16:11Z [----] followers, [----] engagements "$IVVD is -30% YTD but VYD2311 (structurally similar to pemivibart) has neutralizing activity against the dominant SARS-CoV-2 variants where DECLARATION is recruiting and I believe will have similar efficacy. The increased potency of VYD2311 should offset the lower IM dose" [X Link](https://x.com/mtheory11bio/status/2017418680754188476) 2026-01-31T02:04Z [----] followers, [----] engagements "I guess technically AZD3427 is still in the pipeline but Re-PHiRE was discontinued due to efficacy" [X Link](https://x.com/mtheory11bio/status/2021141233863659860) 2026-02-10T08:36Z [----] followers, [----] engagements "$AZN $TECX looks like AZN3427 has been discontinued due to efficacy https://www.astrazeneca.com/content/dam/az/PDF/2025/Q4-FY/Full-year-Q4-2025-clinical-trial-appendix.pdf https://www.astrazeneca.com/content/dam/az/PDF/2025/Q4-FY/Full-year-Q4-2025-clinical-trial-appendix.pdf" [X Link](https://x.com/mtheory11bio/status/2021121157223661821) 2026-02-10T07:16Z [----] followers, 10.6K engagements "$AZN $TECX Not completely sure why AZD3427 is still in the pipeline its likely that Re-PHiRE failed the PVR primary endpoint but without seeing the complete data its difficult to say if anything was encouraging about the trial" [X Link](https://x.com/mtheory11bio/status/2021149243239481849) 2026-02-10T09:08Z [----] followers, [----] engagements "$XFOR with a statistically significant reduction in infections really sets the stage for the much larger CN data coming in a few months. This data was best case scenario and will likely lead to upgrades and price target increases tomorrow" [X Link](https://x.com/mtheory11bio/status/1658566117030350882) 2023-05-16T20:12Z [----] followers, 18K engagements "$XFOR showing a statistically significant reduction in infections with only [--] patients was not expected and Mavorixafor will become standard of care on approval. The fact that patients showed higher benefit with chronic use translates well to their commercial prospects as well" [X Link](https://x.com/mtheory11bio/status/1658677192274989057) 2023-05-17T03:33Z [----] followers, 48.9K engagements "$XFOR with a nice delayed reaction to their fantastic WHIM infection data as the sell the news traders exit and longer term investors are able to jump in on a discount" [X Link](https://x.com/mtheory11bio/status/1658842258714533888) 2023-05-17T14:29Z [----] followers, [----] engagements "$XFOR is about as de-risked as they come for a clinical stage biotech. The presentation on Sunday should showcase why Mavorixafor has such a high probability of success in multiple indications. $XFOR will present late breaking abstract at11:30 am CTonSunday May 21st. #CIS Although the session is only accessible live to conference attendees the company will post the presentation slides to its website concurrent with the presentation. $XFOR will present late breaking abstract at11:30 am CTonSunday May 21st. #CIS Although the session is only accessible live to conference attendees the company" [X Link](https://x.com/mtheory11bio/status/1659641621653094401) 2023-05-19T19:26Z [----] followers, 32.1K engagements "$XFOR hitting a new [--] week high this morning ahead of what should be very positive CN results likely in July" [X Link](https://x.com/mtheory11bio/status/1668621775515832323) 2023-06-13T14:10Z [----] followers, 23.8K engagements "1/ $EFTR Tomivosertib was designed to activate and extend the memory of T cells so combining with a checkpoint inhibitor should help to overcome some of the limitations of PD-1 inhibition alone like T cell exhaustion" [X Link](https://x.com/mtheory11bio/status/1675250272853979137) 2023-07-01T21:09Z [----] followers, 42.9K engagements "Cantor note on $MREO making a case for Alvelestat in a phase [--] by illustrating the correlation between the three biomarkers that were stat sig in ASTRAEUS (and confirmed w/ ATALANTa) with EU endpoint of improved lung density by CT scan as well as FDA endpoint of SGRQ total score" [X Link](https://x.com/mtheory11bio/status/1746294144815788397) 2024-01-13T22:12Z [----] followers, 71.6K engagements "Mahomes to Kadarius Toney all season https://x.com/SpeaksSports/status/1699984859228250587/video/1 https://x.com/SpeaksSports/status/1699984859228250587/video/1" [X Link](https://x.com/mtheory11bio/status/1751666410411999570) 2024-01-28T17:59Z [----] followers, 11.6K engagements "$RARE / $MREO ORBIT phase [--] now expected to enroll around [---] patients vs the previous estimate of [---] patients. They previously said ORBIT is overpowered for efficacy after the [--] month update so this proves theyre confident with that assessment" [X Link](https://x.com/mtheory11bio/status/1758237128222237127) 2024-02-15T21:09Z [----] followers, 25.9K engagements "On this Rare Disease Day Id like to highlight my favorite rare disease company $MREO. With two blockbuster indications in AATD-LD and OI either Alvelestat or setrusumab can justify a much higher valuation for $MREO with more investor awareness. 1/2" [X Link](https://x.com/mtheory11bio/status/1763148941766672827) 2024-02-29T10:27Z [----] followers, 31.9K engagements "These are some of my favorite names heading into [----]. Its likely that only a few are needed to succeed to make good returns especially if the $XBI continues to act as a tailwind. $TECX $CRVS $NGNE $PRAX $OVID $SLDB $CTMX $IVVD $PALI Good luck to everyone next year" [X Link](https://x.com/mtheory11bio/status/2006532081678270935) 2026-01-01T01:05Z [----] followers, [----] engagements "$CRVS breaking the top [--] @pawcio2009 curse Is this a good list to be on for [----] #biopick2026 summary of most picked biotechs. I.e. Top short candidates for the year lol https://t.co/NivLRudGh1 #biopick2026 summary of most picked biotechs. I.e. Top short candidates for the year lol https://t.co/NivLRudGh1" [X Link](https://x.com/mtheory11bio/status/2013624895695999403) 2026-01-20T14:49Z [----] followers, [----] engagements "Interesting to hear people talking about cohort [--] like it came out of nowhere when many investors thought $CRVS was significantly undervalued after cohort [--] (same number of Soquelitinib patients) with similar data. Cohort [--] just confirmed what the cohort [--] data was telling us. $CRVS comparing their EASI-75 data w/ approved therapies https://t.co/T4MolvySrc $CRVS comparing their EASI-75 data w/ approved therapies https://t.co/T4MolvySrc" [X Link](https://x.com/mtheory11bio/status/2016490264227901671) 2026-01-28T12:35Z [----] followers, [----] engagements "@Kennydoesbio @BiotechTV If $CRVS knew the last few patients werent going to be placebo patients and they had the ability to cherry pick having them as non-responders kinda disproves your point (unless your point is just low probability stuff happening which happens everywhere)" [X Link](https://x.com/mtheory11bio/status/2016667599535317152) 2026-01-29T00:19Z [----] followers, [---] engagements "@jfais20 Every stock has both bullish and bearish arguments unfortunately some investors like to put their head in the sand and not listen to the other side. Understanding the counter argument against a bullish thesis should strengthen your conviction not weaken it" [X Link](https://x.com/mtheory11bio/status/2016707133081841941) 2026-01-29T02:57Z [----] followers, [---] engagements "$INZY with data readouts for ABCC6 and ENPP1 Deficiency on April [--]. Think theres a good chance of good results based on previous data + announcing a conference call in advance is generally a positive sign. https://investors.inozyme.com/news-releases/news-release-details/inozyme-pharma-report-topline-data-ongoing-phase-12-trials-inz https://investors.inozyme.com/news-releases/news-release-details/inozyme-pharma-report-topline-data-ongoing-phase-12-trials-inz" [X Link](https://x.com/mtheory11bio/status/1772639984266179068) 2024-03-26T15:01Z [----] followers, [----] engagements "1/ $ALEC reduced the number of patients for INFRONT-3 to 90-100 symptomatic patients vs the previous [---] total patients based on a blinded SSRE. They stated that the SSRE demonstrated the variability of disease progression is considerably less than their initial estimates" [X Link](https://x.com/mtheory11bio/status/1975602784876830875) 2025-10-07T16:43Z [----] followers, [----] engagements "@BarryOnHere You just dont understand In the NFL its not about how well you play football what really matters is how far and high you can jump from a standing position" [X Link](https://x.com/anyuser/status/1632469666613415941) 2023-03-05T19:54Z [----] followers, [----] engagements "$XFOR was trading at $0.83 just two days and is now $1.20 showing how fast momentum can change. $XFOR is still trading at depressed levels relative to their assets and opportunity with large catalysts coming over the next few months" [X Link](https://x.com/anyuser/status/1646180979361325056) 2023-04-12T15:58Z [----] followers, [----] engagements "$XFOR is heading higher for a few reasons: [--]. Its too cheap [--]. Has an upcoming catalyst with a definitive date (investors can exit before May [--] if they dont want extra risk) [--]. Management appears very confident with upcoming readouts" [X Link](https://x.com/anyuser/status/1648335125560582144) 2023-04-18T14:38Z [----] followers, 14.9K engagements "$XFOR has better efficacy is safer and a more convenient therapy for WHIM and chronic neutropenia vs current standard of care (G-CSF) with no oral competition in development. Market research and ICD-10 codes indicate a larger market for these indications vs current estimates" [X Link](https://x.com/anyuser/status/1652388671922765828) 2023-04-29T19:05Z [----] followers, 13K engagements "$XFOR adding an abstract at CIS on May [--] this time for CN titled Incidence of Serious Infection Events in People With Chronic NeutropeniaAnalysis of Real-World Data From Patients in the United States Makes you wonder why theyre talking about infections so much 🧐" [X Link](https://x.com/anyuser/status/1654073851574116352) 2023-05-04T10:41Z [----] followers, 39.4K engagements "$XFOR has an updated corporate presentation out tonight. If they can execute over the next few months their current market cap should be a distant memory. https://investors.x4pharma.com/static-files/eae36b57-f69f-4fba-ad24-eb1012be88b2 https://investors.x4pharma.com/static-files/eae36b57-f69f-4fba-ad24-eb1012be88b2" [X Link](https://x.com/anyuser/status/1654300811973763079) 2023-05-05T01:43Z [----] followers, 22.3K engagements "$XFOR peak sales estimate $1.5 billion 👀 vs EV of $300 million (which includes the warrants that so many are concerned with) seems like a bit of a disconnect that will begin to correct itself if infection data is positive on May [--]. $XFOR is still way too cheap. $XFOR share price compelling -While shares have bounced off of recent lows believe thevaluation argument is still compellingwith a de-risked P3 asset that we model apeak sales estimate of $1.5b (WHIM and CN) and is trading at a current EV of $300m. $XFOR share price compelling -While shares have bounced off of recent lows believe" [X Link](https://x.com/anyuser/status/1656978554951745536) 2023-05-12T11:04Z [----] followers, 14.5K engagements "$XFOR If you thought the run-up to the WHIM secondary endpoints was impressive wait until the run-up to the CN data happens. Mavorixafor neutropenia data has a much higher chance of success and is a way bigger market than WHIM" [X Link](https://x.com/anyuser/status/1658870885321789444) 2023-05-17T16:23Z [----] followers, 16.8K engagements "@Pharmdca and @semodough are two of the best at generating and sharing ideas on Twitter. If youre not following them youre really missing out" [X Link](https://x.com/anyuser/status/1658873490827509768) 2023-05-17T16:33Z [----] followers, [----] engagements "Stifel note on $XFOR today refers to a higher probability of success in WHIM and CN (75%➡85%) as well as the PIPE removing a financing overhang. Maintains $1.5 billion peak sales for Mavorixafor in U.S. + EU adding that label expansion into PID (250k patients) not in model" [X Link](https://x.com/anyuser/status/1659022984235872261) 2023-05-18T02:27Z [----] followers, 38.9K engagements "1/ $MREO may be one of the most overlooked biotech companies as they have two potential blockbusters in their pipeline and a current market cap of around $170 million. An upcoming readout for Setrusumab in osteogenesis imperfecta (OI) could dramatically shift investor sentiment" [X Link](https://x.com/anyuser/status/1659989232918712321) 2023-05-20T18:27Z [----] followers, 127.1K engagements "1/ $MREO readout from ORBIT phase 2/3 trial in mid-23 should bring investor attention to Setrusumab and its opportunity to be the first approved drug in OI. This readout is heavily skewed towards being positive based on its dual mechanism of action and results from ASTEROID" [X Link](https://x.com/anyuser/status/1661232961499578371) 2023-05-24T04:49Z [----] followers, 23.6K engagements "June / mid-23 readouts on my radar: $CRVS CPI-818 T cell lymphoma update $XFOR Mavorixafor CN phase [--] $MREO / $RARE setrusumab OI phase [--] $MDNA MDNA11 5th cohort anti-tumor activity $FGEN pamrevlumab IPF phase [--] $BTAI BXCL501 Alzheimers agitation phase 3" [X Link](https://x.com/anyuser/status/1663928383590244353) 2023-05-31T15:20Z [----] followers, 11.3K engagements "1/ $XFOR will likely release their phase [--] CN results at an investor event or R&D day in the near future and should be a big catalyst. I believe they have a very good chance of success based on previous Mavorixafor data and their mechanism of action in neutropenia" [X Link](https://x.com/anyuser/status/1664106788252442625) 2023-06-01T03:09Z [----] followers, 52.8K engagements "1/ Notes from $RARE / $MREO phase [--] CC: Setrusumab showed an increase in bone mineral density (BMD) of 9.4% at 20mg/kg and 9.8% at 40mg/kg dose in only [--] months of treatment in the ORBIT patient population which is similar to the [--] month increase in BMD at 20mg/kg in ASTEROID" [X Link](https://x.com/anyuser/status/1665923067799908354) 2023-06-06T03:26Z [----] followers, 18.9K engagements "$MREO with more rationale on why Setrusumab should reduce fractures by showing ASTEROID data of trabecular bone score significantly increasing at the 20mg/kg dose (ORBIT dose) as well as bone stiffness and failure load increases. Great explanation on bone fracture on Jeffries call $mreo Great explanation on bone fracture on Jeffries call $mreo" [X Link](https://x.com/anyuser/status/1666805449558233093) 2023-06-08T13:52Z [----] followers, 50.2K engagements "I dont think anyone is happy about Sabby being involved in $EFTR but with their ownership I dont see an incentive for them to see this going lower. More importantly Tomivosertib has a big NSCLC readout in 2H that is pretty under appreciated in my opinion" [X Link](https://x.com/anyuser/status/1671169136939143172) 2023-06-20T14:52Z [----] followers, 18.1K engagements "1/ $XFOR should release data from their phase [--] CN trial soon depending on timing of enrollment of their last patient. There are more than a few $1 billion estimates for annual CN revenue if $XFOR can succeed in this indication and is not priced in at its current valuation" [X Link](https://x.com/anyuser/status/1681504843716755457) 2023-07-19T03:22Z [----] followers, 42.3K engagements "Here are the three $XFOR patients reported in the CN trial thus far. Two neutropenic patients pre-Mavorixafor that had ANC in the normal range after treatment and one patient that was already In normal ANC range pre-Mavorixafor that is off G-CSF after month 3" [X Link](https://x.com/anyuser/status/1689617824031944704) 2023-08-10T12:40Z [----] followers, 21.2K engagements "$RARE / $MREO reporting Setrusumab reduced fractures by 67% vs prior to treatment is confirmation that correcting collagen isnt necessary to help stabilize bones in OI patients. Lumbar spine BMD increases at 13% at [--] months (vs 9.4% at [--] months) is now extremely relevant" [X Link](https://x.com/anyuser/status/1713299293950353543) 2023-10-14T21:02Z [----] followers, 38.1K engagements "$MREO increased Z-scores by +0.85 vs a baseline of [-----] means that Setrusumab corrected half of patients bone density deficit in only [--] months of treatment. As the data matures and BMD continues to increase fracture rates will likely get better over time" [X Link](https://x.com/anyuser/status/1713309658364948986) 2023-10-14T21:43Z [----] followers, 25.9K engagements "1/ A few thoughts on Setrusumab and $MREO following $RARE analyst day" [X Link](https://x.com/anyuser/status/1714652168148648291) 2023-10-18T14:38Z [----] followers, 31.3K engagements "$MREO in this biotech market" [X Link](https://x.com/anyuser/status/1718285659863982219) 2023-10-28T15:16Z [----] followers, [----] engagements "$RVPH schizophrenia data look really impressive hitting on the PANSS primary endpoint as well as positive and negative symptoms individually. The effect size is almost identical to the two phase 3s from $KRTX which has a market cap over [--] times bigger" [X Link](https://x.com/anyuser/status/1718989128245629216) 2023-10-30T13:52Z [----] followers, 54.5K engagements "Nice $MREO breakout to a new [--] week high. Im not selling a single share under $10" [X Link](https://x.com/anyuser/status/1721942520190349546) 2023-11-07T17:27Z [----] followers, 10.6K engagements "$EFTR will have their KICKSTART trial readout in NSCLC before the end of the year and is a big catalyst for them. Tomivosertib has a novel mechanism of action and not many know what to expect but the market seems to be dismissing the promising early data which could be a mistake 1/ $EFTR Tomivosertib was designed to activate and extend the memory of T cells so combining with a checkpoint inhibitor should help to overcome some of the limitations of PD-1 inhibition alone like T cell exhaustion. 1/ $EFTR Tomivosertib was designed to activate and extend the memory of T cells so combining with a" [X Link](https://x.com/anyuser/status/1722216213999411294) 2023-11-08T11:35Z [----] followers, 16.2K engagements "1/ $EFTR will release new PFS data on zotatifin + fulvestrant + abemacicib (ZFA triplet) during the SABCS annual meeting December 5-9 and it should be a catalyst for shares that were close to $1.50 after reporting data at ASCO earlier this year" [X Link](https://x.com/anyuser/status/1725009198738501877) 2023-11-16T04:33Z [----] followers, 25.5K engagements "$EFTR showing double the response rate and mPFS vs current standard of care in ER+mBC patients with a novel MOA shouldnt happen in $40 million company. Dose escalation ongoing should improve results next year and Id be surprised if a partnership isnt in the cards soon. $EFTR Median progression free survival (mPFS) of [---] months in the ZFA expansion cohort $EFTR Median progression free survival (mPFS) of [---] months in the ZFA expansion cohort" [X Link](https://x.com/anyuser/status/1733122137680937410) 2023-12-08T13:51Z [----] followers, 19.2K engagements "1/ $MREO has had a nice run lately largely due to speculation around a potential deal for Alvelestat. However the main value driver going forward is setrusumab and recent developments give them an easier path to blockbuster potential than investors are giving them credit for" [X Link](https://x.com/anyuser/status/1748785238891794808) 2024-01-20T19:11Z [----] followers, 22.6K engagements "As much as I would love $MREO to be acquired I havent heard any legitimate buyout rumors. It seems to me that much of the recent price squeeze has to do with investors coming to the realization that $MREO has [--] drugs that are each worth more than their current market cap" [X Link](https://x.com/anyuser/status/1750904069483364800) 2024-01-26T15:30Z [----] followers, 21.4K engagements "1/ $MREO Theres been growing interest in Alvelestat recently due in part to shifting language from ongoing partnering process to engaged with multiple potential partners so I thought Id share my optimism on a phase [--] trial if/when it happens" [X Link](https://x.com/anyuser/status/1755675600277078272) 2024-02-08T19:30Z [----] followers, 62.6K engagements "1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to be a best-in-class asset for an obesity market that could grow to $100 billion in the next decade" [X Link](https://x.com/anyuser/status/1758207930015342791) 2024-02-15T19:13Z [----] followers, 72.2K engagements "10/ Next is $LLY triple G (retatrutide) a triple agonist of GLP-1/GIP/Glucagon and had 4-5% placebo-adjusted weight loss at [--] weeks 11% at [--] weeks and 24.2% at week [--]. With triple agonists there is an incremental weight loss benefit but a significantly worse AE profile" [X Link](https://x.com/anyuser/status/1758209292748931201) 2024-02-15T19:18Z [----] followers, 13.5K engagements "$VKTX Truist has done good work in this area and notes that since VK2735 is both a peptide and GLP-1/GIP agonist they should be tolerated better. Peptides have better target specificity vs small molecules in addition to being endogenous to the body and thus metabolized easier. Oral #OBESITY GLPs etc next big thing Many KOLS not sure as oralswhich go directly into gutusually have more side effects than injectables (1/3 of patients drop out due to nausea& vomiting).So besides weight loss tolerability becomes even more important-enter $VKTX titration Oral #OBESITY GLPs etc next big thing Many" [X Link](https://x.com/anyuser/status/1759264444293566755) 2024-02-18T17:11Z [----] followers, 16.5K engagements "$VKTX weight loss dose dependent and up to 13% at [--] weeks and no plateau observed is pretty much best case scenario for VK2735. Discontinuation rates were identical for VK2735 (13% all groups) vs placebo (14%)" [X Link](https://x.com/anyuser/status/1762455207147909273) 2024-02-27T12:30Z [----] followers, 14.5K engagements "$VKTX tolerability profile just as important as 13% placebo-adjusted weight loss. Compare to AMG-133 with 50% discontinuation and 75% vomiting at the highest dose and retatrutide with 20% hypersensitivity and arrhythmias in two separate trials. 1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to be a best-in-class asset for an obesity market that could grow to $100 billion in the next decade. 1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to be a best-in-class asset for an" [X Link](https://x.com/anyuser/status/1762481521426923926) 2024-02-27T14:15Z [----] followers, 44K engagements "I cant imagine $LLY retatrutide has much of a future after todays $VKTX data. Retatrutides big selling point was 11% weight loss at [--] weeks as patients were expected to overlook the CV issues that came with it. VK2735 offers better weight loss with no safety trade-off. 10/ Next is $LLY triple G (retatrutide) a triple agonist of GLP-1/GIP/Glucagon and had 4-5% placebo-adjusted weight loss at [--] weeks 11% at [--] weeks and 24.2% at week [--]. With triple agonists there is an incremental weight loss benefit but a significantly worse AE profile. https://t.co/uItUAhToPt 10/ Next is $LLY triple G" [X Link](https://x.com/anyuser/status/1762697438437966189) 2024-02-28T04:33Z [----] followers, 11.3K engagements "$VKTX Nausea rates not exceeding 5% at any point after the first week of treatment with similar discontinuation rates to placebo is why VK2735 stands out. Titration can be adjusted if necessary to attenuate AEs but no one is matching this efficacy/tolerability profile. $VKTX tolerability profile just as important as 13% placebo-adjusted weight loss. Compare to AMG-133 with 50% discontinuation and 75% vomiting at the highest dose and retatrutide with 20% hypersensitivity and arrhythmias in two separate trials. https://t.co/1hcE3Lge6y $VKTX tolerability profile just as important as 13%" [X Link](https://x.com/anyuser/status/1762830375162724395) 2024-02-28T13:21Z [----] followers, 26.1K engagements "Ive seen research reports on $VKTX this week that range from $15-$35 billion peak sales for VK2735 which doesnt include their oral version that will have data in March. With a $9 billion market cap $VKTX still has plenty of room to the upside if they can continue to execute" [X Link](https://x.com/anyuser/status/1763226750446866527) 2024-02-29T15:36Z [----] followers, [----] engagements "If $VKTX had used a different titration schedule for their 15mg dose (i.e. 2.5mg X [--] weeks then [--] [--] 15) instead of beginning at 5mg (5 [---] [--] 15) it may be trading at $150 right now. The majority of the GI side effects happen early and 5mg may be a touch too high to start" [X Link](https://x.com/anyuser/status/1763391501621432643) 2024-03-01T02:31Z [----] followers, 17.2K engagements "$EFTR with an interesting readout soon that could change the perception of selective translation regulator inhibitors (STRIs). Tomivosertib has a novel mechanism that showed early promise in a phase 2a trial but only has a $55 million MC so expectations are still low. $EFTR Projection SEE MY FULL TWEET Lung cancer market- 1st line [--] Billion in PD-L1 = 50%➡➡$EFTR used this pt. population why see my full tweet [--] Billion in PD-L1 1-49% Keytruda is the current SOC and showed PFS of [---] months in PD-L1 = 50% best pfs in this population $EFTR Projection SEE MY FULL TWEET Lung cancer market- 1st" [X Link](https://x.com/anyuser/status/1764037784732402007) 2024-03-02T21:19Z [----] followers, 20.5K engagements "$VKTX has the flexibility to add cohorts past 20mg for oral VK2735 based on PK and tolerability. Theyre never going to get the exposure with oral vs SQ so adding cohorts would be almost entirely based on tolerability and data taking longer would be a positive in my opinion" [X Link](https://x.com/anyuser/status/1764642651549086060) 2024-03-04T13:22Z [----] followers, [----] engagements "$NVO $LLY $VKTX Im pretty sure taking the oral version of this everyday didnt improve the GI side effects. Is that why theyre waiting until [----] to decide their next steps" [X Link](https://x.com/anyuser/status/1765733982593777972) 2024-03-07T13:39Z [----] followers, 26.3K engagements "$MREO interesting presentation especially regarding Alvelestat partnering process. They want to choose the right partner with the backdrop of the other recent AATD deal $INBX and start a phase [--] by end of year. Said cash good until [----] before any proceeds from a partnership" [X Link](https://x.com/anyuser/status/1767580682560172488) 2024-03-12T15:57Z [----] followers, 13.6K engagements "@Pharmdca @Rajgillishere @MACDcurlingup @BioStocks @Bios_n_Techs You have to have conviction to get a [--] bagger not many will agree with you when your stock is trading near [--] week lows. Instead youll get a lot of why is it trading where it is if that stock is so good If youre looking for validation hidden gems may not be your thing" [X Link](https://x.com/anyuser/status/1771303195710484510) 2024-03-22T22:29Z [----] followers, 12.1K engagements "$VKTX oral data looks outstanding with 3.3% weight loss in [--] days including 5.3% vs baseline (thats a high placebo number btw) with placebo like side effects. The side effect profile almost looks like a mistake because theres almost nothing there" [X Link](https://x.com/anyuser/status/1772584696477622616) 2024-03-26T11:21Z [----] followers, 42.1K engagements "A reminder of what $VKTX competitors look like with their oral drugs in terms of side effects (via Truist) $NVO is keeping their AE profile for amycretin a secret because we cant handle how awesome it is I guess" [X Link](https://x.com/anyuser/status/1772591767788953802) 2024-03-26T11:49Z [----] followers, [----] engagements "$VKTX shorts looking for oral VK2735 GI side effects" [X Link](https://x.com/anyuser/status/1772625725998223587) 2024-03-26T14:04Z [----] followers, 16K engagements "A few high risk/reward names of interest in Q2 with my upside/downside estimates (actual results will definitely be different) $VINC VIP236 (+200% / -70%) $EFTR KICKSTART (+700% / -60%) $ANVS Alzheimers (+600% / -70%) $ADXN Epilepsy (+400% / -60%) $HOWL WTX-124 (+125% / -40%)" [X Link](https://x.com/anyuser/status/1773167811684188248) 2024-03-28T01:58Z [----] followers, 30.3K engagements "Added $MREO before the close not selling before the ORBIT phase [--] readout. I believe the ORBIT phase [--] update will show continued BMD increases and fracture reduction vs the [--] month update. If theres a partnership for Alvelestat thats a bonus but not part of my thesis" [X Link](https://x.com/anyuser/status/1778524006079213716) 2024-04-11T20:42Z [----] followers, [----] engagements "$MREO seems to be catching a bid on $INSM stat sig ASPEN lung disease trial. Once Alvelestat gets partnered I think similar success could be in store in AATD-LD. Theres no reason for DSK to target a phase [--] start by year end if discussions werent near a conclusion. 1/ $MREO Theres been growing interest in Alvelestat recently due in part to shifting language from ongoing partnering process to engaged with multiple potential partners so I thought Id share my optimism on a phase [--] trial if/when it happens. 1/ $MREO Theres been growing interest in Alvelestat recently due in part to shifting" [X Link](https://x.com/anyuser/status/1795462634877157846) 2024-05-28T14:30Z [----] followers, 39.3K engagements "$VKTX VK2809 looks to be more potent than $MDGL given the difference from placebo in NASH resolution and fibrosis improvement. Having another safe oral drug for NASH could be a big deal down the road for $VKTX depending on how the Rezdiffra launch turns out" [X Link](https://x.com/anyuser/status/1797970769282224525) 2024-06-04T12:36Z [----] followers, 39.3K engagements "1/ Notes from $MREO fireside chat at the Jefferies conference last week. DSK provided a good overview of their two lead programs including the upcoming ORBIT phase [--] data and it was described as a 2nd half mid-year and [--] month update" [X Link](https://x.com/anyuser/status/1799843944131445192) 2024-06-09T16:40Z [----] followers, 16K engagements "1/ $RARE / $MREO released their anticipated ORBIT phase [--] update a little earlier than expected but then again companies dont like to sit on good news. After reviewing the data I think the market may have significantly more catching up to do before setrusumab is fairly valued" [X Link](https://x.com/anyuser/status/1800751330232840379) 2024-06-12T04:45Z [----] followers, 27.6K engagements "$MREO updated slide deck showing a 29% BMD increase in phase [--] patients ages 5-11. COSMIC may have an even better chance of success (patients age 2-6) than ORBIT if thats possible. https://www.mereobiopharma.com/media/gjvp5y4r/mereo-corporate-presentation.pdf https://www.mereobiopharma.com/media/gjvp5y4r/mereo-corporate-presentation.pdf" [X Link](https://x.com/anyuser/status/1800880663312449947) 2024-06-12T13:19Z [----] followers, 10.3K engagements "Baird note on $MREO makes the case that its reasonably likely that $MREO finds a partner for Alvelestat and the sticker price could be larger than some expect based on $INSM data ($10 billion market cap) with similar MOA. They forecast conservative peak sales of $800 million" [X Link](https://x.com/anyuser/status/1801586501337166131) 2024-06-14T12:04Z [----] followers, 18.4K engagements "$MREO pricing an offering at $3.99 with no discount to yesterdays close reflects very strong demand. They should be in a good position to negotiate the best possible deal for Alvelestat with a lot of momentum around both of their lead assets. $MREO Announces Pricing of $50 Million Underwritten Registered Direct Offering each ADS is being sold at a price of $3.99 per ADS - the closing price of yesterday. https://t.co/3wLuNyVJ28 $MREO Announces Pricing of $50 Million Underwritten Registered Direct Offering each ADS is being sold at a price of $3.99 per ADS - the closing price of yesterday." [X Link](https://x.com/anyuser/status/1801592442526826751) 2024-06-14T12:28Z [----] followers, 16.1K engagements "$VKTX has a best-in-class weight loss profile (with unmatched tolerability) and has consistently under-promised and over-delivered with their clinical data. The fact that theyre even mentioning going straight to a phase [--] or being acquired should have investors ears perked up. 1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to be a best-in-class asset for an obesity market that could grow to $100 billion in the next decade. 1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to" [X Link](https://x.com/anyuser/status/1802344070548750743) 2024-06-16T14:14Z [----] followers, 24.2K engagements "1/ $MREO will represent an interesting trading opportunity later in the year as it approaches the 1st interim for ORBIT as it has upside to the mid-teens vs downside of basically where its at right now (in my opinion depending on market conditions)" [X Link](https://x.com/anyuser/status/1805317864854819292) 2024-06-24T19:11Z [----] followers, 14.2K engagements "Shoutout to @semodough and @pharmdca for being on top of $VKTX since it was trading around $3. In my opinion the FDA granting accelerated development of VK2735 shows their confidence in the compound and approval will likely be a foregone conclusion and is now closer than ever" [X Link](https://x.com/anyuser/status/1816286341967065545) 2024-07-25T01:36Z [----] followers, 21.6K engagements "An important note for Alvelestat is that when $AZN decided to move away from this asset the highest dose tested was 60mg BID. $MREO has shown that 240mg BID is still safe and has significantly better reduction in biomarkers than even the 120mg dose used in the ASTRAEUS trial. $MREO - nice catch by @ej23ny - look at June investor deck vs latest Aug - look how slides have changed on Alvelestat - imagine lots more going on behind the scenes since $INSM data https://t.co/8aj56RRURZ $MREO - nice catch by @ej23ny - look at June investor deck vs latest Aug - look how slides have changed on" [X Link](https://x.com/anyuser/status/1824169517116953002) 2024-08-15T19:41Z [----] followers, 15.3K engagements "Interesting move in $VKTX over the last hour. October $80 calls are getting a bid with good volume" [X Link](https://x.com/anyuser/status/1825601521448604151) 2024-08-19T18:31Z [----] followers, 20.5K engagements "$MREO / $RARE Setrusumab will have a 2nd half update detailing the previous phase [--] patients and I believe this as well as their prior data will position the ORBIT and COSMIC readouts for success. The following reasons are why Im bullish on these trials: 👇" [X Link](https://x.com/anyuser/status/1832250688371355929) 2024-09-07T02:53Z [----] followers, 25.2K engagements "We know that if $NVO data had good safety / efficacy that $VKTX would be slammed yet it barely moves up when multiple competitors are now non-competitive. Higher doses of oral VK2735 at obesity week may change the narrative and become $VKTX highest value asset. $VKTX should be up much more on $NVO results for obesity Triple witching day some profit taking likely by traders but it will make a move over [--] soon with market being bullish Positive data in November and wont be surprised it goes over [--] to triple digits $VKTX should be up much more on $NVO results for obesity Triple witching day" [X Link](https://x.com/anyuser/status/1837175005999693983) 2024-09-20T17:00Z [----] followers, 16.7K engagements "Q4 should be a busy quarter for a few bios here are some interesting to me: $VKTX oral VK2735 $MDNAF mono / combo MDNA11 $MREO ORBIT 1st interim $RLMD RELIANCE II interim $SRRK SAPPHIRE phase [--] $SLDB INSPIRE DUCHENNE $RVPH brilaroxazine OLE $CRVS Soquelitinib AD $PYXS PYX-201" [X Link](https://x.com/anyuser/status/1839411969159528856) 2024-09-26T21:09Z [----] followers, 33.5K engagements "$MREO / $RARE phase [--] ORBIT had [--] out of [--] type III and IV patients (29%) enrolled vs phase [--] with around 40% type III and IV patients meaning it should be easier to show BMD and Z-score increases as well as fracture reductions in ORBIT phase [--] and COSMIC vs earlier studies" [X Link](https://x.com/anyuser/status/1841908514190721335) 2024-10-03T18:29Z [----] followers, 15.1K engagements "This was the year $VKTX became known as an obesity company from what most only knew as a NASH company. Dont be surprised if $CRVS does the same in the near future going from T Cell lymphoma to an immune disease company" [X Link](https://x.com/anyuser/status/1844795811273597439) 2024-10-11T17:42Z [----] followers, 16.9K engagements "$CRVS now up over 400% in the last year mostly due to anticipation of their two lowest doses in atopic dermatitis" [X Link](https://x.com/anyuser/status/1846623122251808843) 2024-10-16T18:43Z [----] followers, 15.3K engagements "1/ $RVPH has a market cap of $55 million despite a successful phase [--] that was highly statistically significant in overall PANSS as well as both + and - symptoms individually. A drastic revaluation could be in store soon on positive news from their OLE and potential financing" [X Link](https://x.com/anyuser/status/1865923893544075631) 2024-12-09T00:58Z [----] followers, 37.8K engagements "Avoiding biotech blowups in [----] like" [X Link](https://x.com/anyuser/status/1873514466840875089) 2024-12-29T23:40Z [----] followers, [----] engagements "Crazy that the $XBI was down 3% today and it was only our third worst day of the week" [X Link](https://x.com/anyuser/status/1907887451764396217) 2025-04-03T20:06Z [----] followers, [----] engagements "$RARE / $MREO ORBIT IA2 should readout in the next [--] weeks and I believe it will be positive. Both would likely be considerably higher if not for IA1 as some have discounted IA2 because of it but separating AFR curves enough should take more than 7-9 months from the IA1 cutoff" [X Link](https://x.com/anyuser/status/1936165327060021621) 2025-06-20T20:52Z [----] followers, 24K engagements "Some readouts in Q3 that Im looking forward to: $RARE / $MREO ORBIT IA2 OI $QURE AMT-130 3-year Huntingtons $VYNE VYN201 Vitiligo $VKTX oral VK2735 obesity $ATYR EFZO-FIT pulmonary sarc $IOBT IOB-013/KN-D18 melanoma $AZN AZD3427 Group [--] PH $DRUG BMB-101 Abs epilepsy / DEE" [X Link](https://x.com/anyuser/status/1939687129602519479) 2025-06-30T14:07Z [----] followers, 44.5K engagements "$LLY is losing about $100 billion market cap today on orforglipron subpar results. What should $VKTX be worth if oral VK2735 shows similar results in [--] weeks vs orfoglipron at [--] weeks" [X Link](https://x.com/anyuser/status/1953463674233934089) 2025-08-07T14:30Z [----] followers, 23.9K engagements "$VKTX efficacy comes in better than expected but tolerability was worse which is causing shares to drop. The placebo AE profile doesnt look great either which makes you wonder (placebo adjusted numbers arent that bad)" [X Link](https://x.com/anyuser/status/1957784449208234047) 2025-08-19T12:39Z [----] followers, 21.8K engagements "Given the recent $EQ move on the heels of $ABVX success I wouldnt be surprised if someone takes a chance on $MREO Alvelestat considering recent $INSM performance and $28 billion market cap. At some point $MREO needs to stop endless partnership discussions and sign a deal" [X Link](https://x.com/anyuser/status/1958958221240279478) 2025-08-22T18:23Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mtheory11bio Chris Carper
Chris Carper posts on X about $mreo, $vktx, $xfor, $crvs the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +469%
- [--] Month [------] +1.90%
- [--] Months [---------] +3,506%
- [--] Year [---------] +436%
Mentions: [--] #
- [--] Month [--] -48%
- [--] Months [---] +347%
- [--] Year [---] +76%
Followers: [-----] #
- [--] Week [-----] +0.26%
- [--] Month [-----] +0.60%
- [--] Months [-----] +8.30%
- [--] Year [-----] +14%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 18% finance 13% cryptocurrencies 10% currencies 4% social networks 2% technology brands 2% champions league 1% countries 1%
Social topic influence $mreo 32%, $vktx 23%, $xfor 17%, $crvs 11%, $rare 10%, market cap 9%, $eftr 7%, $azn #67, dual 4%, $lly 4%
Top accounts mentioned or mentioned by @pharmdca @semodough @pawcio2009 @kennydoesbio @biotechtv @jfais20 @barryonhere @rajgillishere @macdcurlingup @biostocks @biosntechs @ej23ny @wallstreet_dawg @biopharmiq @bermudadude @richardtip17589
Top assets mentioned Viking Therapeutics, Inc (VKTX) SuperRare (RARE) AstraZeneca PLC (AZN) Eli Lilly and Company (LLY) Insmed, Inc. (INSM) Novo-Nordisk (NVO) Praxis Precision Medicines, Inc. (PRAX) Invivyd, Inc. (IVVD) Inozyme Pharma, Inc. (INZY) Karuna Therapeutics, Inc. Common Stock (KRTX) Inhibrx, Inc. (INBX) Annovis Bio Inc. (ANVS) Werewolf Therapeutics, Inc. (HOWL) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Scholar Rock Holding Corporation Common Stock (SRRK) Pyxis Oncology, Inc. (PYXS) uniQure N.V. (QURE) IO Biotech, Inc. (IOBT) Abivax SA (ABVX)
Top Social Posts
Top posts by engagements in the last [--] hours
"I imagine $CRVS is moving with risk-on traders getting ahead of potential data next week. Not sure whats up with $CTMX though"
X Link 2026-01-16T19:10Z [----] followers, [----] engagements
"$CRVS pricing their upsized offering with zero discount to Wednesdays closing price. You dont see that too often"
X Link 2026-01-22T06:09Z [----] followers, [----] engagements
"Added to $PRAX at $280 this morning. Last week added big to $CRVS at just over $9 right after their positive PR (I love no halt data releases) Pre-market trading can be wild sometimes"
X Link 2026-01-27T16:11Z [----] followers, [----] engagements
"$IVVD is -30% YTD but VYD2311 (structurally similar to pemivibart) has neutralizing activity against the dominant SARS-CoV-2 variants where DECLARATION is recruiting and I believe will have similar efficacy. The increased potency of VYD2311 should offset the lower IM dose"
X Link 2026-01-31T02:04Z [----] followers, [----] engagements
"I guess technically AZD3427 is still in the pipeline but Re-PHiRE was discontinued due to efficacy"
X Link 2026-02-10T08:36Z [----] followers, [----] engagements
"$AZN $TECX looks like AZN3427 has been discontinued due to efficacy https://www.astrazeneca.com/content/dam/az/PDF/2025/Q4-FY/Full-year-Q4-2025-clinical-trial-appendix.pdf https://www.astrazeneca.com/content/dam/az/PDF/2025/Q4-FY/Full-year-Q4-2025-clinical-trial-appendix.pdf"
X Link 2026-02-10T07:16Z [----] followers, 10.6K engagements
"$AZN $TECX Not completely sure why AZD3427 is still in the pipeline its likely that Re-PHiRE failed the PVR primary endpoint but without seeing the complete data its difficult to say if anything was encouraging about the trial"
X Link 2026-02-10T09:08Z [----] followers, [----] engagements
"$XFOR with a statistically significant reduction in infections really sets the stage for the much larger CN data coming in a few months. This data was best case scenario and will likely lead to upgrades and price target increases tomorrow"
X Link 2023-05-16T20:12Z [----] followers, 18K engagements
"$XFOR showing a statistically significant reduction in infections with only [--] patients was not expected and Mavorixafor will become standard of care on approval. The fact that patients showed higher benefit with chronic use translates well to their commercial prospects as well"
X Link 2023-05-17T03:33Z [----] followers, 48.9K engagements
"$XFOR with a nice delayed reaction to their fantastic WHIM infection data as the sell the news traders exit and longer term investors are able to jump in on a discount"
X Link 2023-05-17T14:29Z [----] followers, [----] engagements
"$XFOR is about as de-risked as they come for a clinical stage biotech. The presentation on Sunday should showcase why Mavorixafor has such a high probability of success in multiple indications. $XFOR will present late breaking abstract at11:30 am CTonSunday May 21st. #CIS Although the session is only accessible live to conference attendees the company will post the presentation slides to its website concurrent with the presentation. $XFOR will present late breaking abstract at11:30 am CTonSunday May 21st. #CIS Although the session is only accessible live to conference attendees the company"
X Link 2023-05-19T19:26Z [----] followers, 32.1K engagements
"$XFOR hitting a new [--] week high this morning ahead of what should be very positive CN results likely in July"
X Link 2023-06-13T14:10Z [----] followers, 23.8K engagements
"1/ $EFTR Tomivosertib was designed to activate and extend the memory of T cells so combining with a checkpoint inhibitor should help to overcome some of the limitations of PD-1 inhibition alone like T cell exhaustion"
X Link 2023-07-01T21:09Z [----] followers, 42.9K engagements
"Cantor note on $MREO making a case for Alvelestat in a phase [--] by illustrating the correlation between the three biomarkers that were stat sig in ASTRAEUS (and confirmed w/ ATALANTa) with EU endpoint of improved lung density by CT scan as well as FDA endpoint of SGRQ total score"
X Link 2024-01-13T22:12Z [----] followers, 71.6K engagements
"Mahomes to Kadarius Toney all season https://x.com/SpeaksSports/status/1699984859228250587/video/1 https://x.com/SpeaksSports/status/1699984859228250587/video/1"
X Link 2024-01-28T17:59Z [----] followers, 11.6K engagements
"$RARE / $MREO ORBIT phase [--] now expected to enroll around [---] patients vs the previous estimate of [---] patients. They previously said ORBIT is overpowered for efficacy after the [--] month update so this proves theyre confident with that assessment"
X Link 2024-02-15T21:09Z [----] followers, 25.9K engagements
"On this Rare Disease Day Id like to highlight my favorite rare disease company $MREO. With two blockbuster indications in AATD-LD and OI either Alvelestat or setrusumab can justify a much higher valuation for $MREO with more investor awareness. 1/2"
X Link 2024-02-29T10:27Z [----] followers, 31.9K engagements
"These are some of my favorite names heading into [----]. Its likely that only a few are needed to succeed to make good returns especially if the $XBI continues to act as a tailwind. $TECX $CRVS $NGNE $PRAX $OVID $SLDB $CTMX $IVVD $PALI Good luck to everyone next year"
X Link 2026-01-01T01:05Z [----] followers, [----] engagements
"$CRVS breaking the top [--] @pawcio2009 curse Is this a good list to be on for [----] #biopick2026 summary of most picked biotechs. I.e. Top short candidates for the year lol https://t.co/NivLRudGh1 #biopick2026 summary of most picked biotechs. I.e. Top short candidates for the year lol https://t.co/NivLRudGh1"
X Link 2026-01-20T14:49Z [----] followers, [----] engagements
"Interesting to hear people talking about cohort [--] like it came out of nowhere when many investors thought $CRVS was significantly undervalued after cohort [--] (same number of Soquelitinib patients) with similar data. Cohort [--] just confirmed what the cohort [--] data was telling us. $CRVS comparing their EASI-75 data w/ approved therapies https://t.co/T4MolvySrc $CRVS comparing their EASI-75 data w/ approved therapies https://t.co/T4MolvySrc"
X Link 2026-01-28T12:35Z [----] followers, [----] engagements
"@Kennydoesbio @BiotechTV If $CRVS knew the last few patients werent going to be placebo patients and they had the ability to cherry pick having them as non-responders kinda disproves your point (unless your point is just low probability stuff happening which happens everywhere)"
X Link 2026-01-29T00:19Z [----] followers, [---] engagements
"@jfais20 Every stock has both bullish and bearish arguments unfortunately some investors like to put their head in the sand and not listen to the other side. Understanding the counter argument against a bullish thesis should strengthen your conviction not weaken it"
X Link 2026-01-29T02:57Z [----] followers, [---] engagements
"$INZY with data readouts for ABCC6 and ENPP1 Deficiency on April [--]. Think theres a good chance of good results based on previous data + announcing a conference call in advance is generally a positive sign. https://investors.inozyme.com/news-releases/news-release-details/inozyme-pharma-report-topline-data-ongoing-phase-12-trials-inz https://investors.inozyme.com/news-releases/news-release-details/inozyme-pharma-report-topline-data-ongoing-phase-12-trials-inz"
X Link 2024-03-26T15:01Z [----] followers, [----] engagements
"1/ $ALEC reduced the number of patients for INFRONT-3 to 90-100 symptomatic patients vs the previous [---] total patients based on a blinded SSRE. They stated that the SSRE demonstrated the variability of disease progression is considerably less than their initial estimates"
X Link 2025-10-07T16:43Z [----] followers, [----] engagements
"@BarryOnHere You just dont understand In the NFL its not about how well you play football what really matters is how far and high you can jump from a standing position"
X Link 2023-03-05T19:54Z [----] followers, [----] engagements
"$XFOR was trading at $0.83 just two days and is now $1.20 showing how fast momentum can change. $XFOR is still trading at depressed levels relative to their assets and opportunity with large catalysts coming over the next few months"
X Link 2023-04-12T15:58Z [----] followers, [----] engagements
"$XFOR is heading higher for a few reasons: [--]. Its too cheap [--]. Has an upcoming catalyst with a definitive date (investors can exit before May [--] if they dont want extra risk) [--]. Management appears very confident with upcoming readouts"
X Link 2023-04-18T14:38Z [----] followers, 14.9K engagements
"$XFOR has better efficacy is safer and a more convenient therapy for WHIM and chronic neutropenia vs current standard of care (G-CSF) with no oral competition in development. Market research and ICD-10 codes indicate a larger market for these indications vs current estimates"
X Link 2023-04-29T19:05Z [----] followers, 13K engagements
"$XFOR adding an abstract at CIS on May [--] this time for CN titled Incidence of Serious Infection Events in People With Chronic NeutropeniaAnalysis of Real-World Data From Patients in the United States Makes you wonder why theyre talking about infections so much 🧐"
X Link 2023-05-04T10:41Z [----] followers, 39.4K engagements
"$XFOR has an updated corporate presentation out tonight. If they can execute over the next few months their current market cap should be a distant memory. https://investors.x4pharma.com/static-files/eae36b57-f69f-4fba-ad24-eb1012be88b2 https://investors.x4pharma.com/static-files/eae36b57-f69f-4fba-ad24-eb1012be88b2"
X Link 2023-05-05T01:43Z [----] followers, 22.3K engagements
"$XFOR peak sales estimate $1.5 billion 👀 vs EV of $300 million (which includes the warrants that so many are concerned with) seems like a bit of a disconnect that will begin to correct itself if infection data is positive on May [--]. $XFOR is still way too cheap. $XFOR share price compelling -While shares have bounced off of recent lows believe thevaluation argument is still compellingwith a de-risked P3 asset that we model apeak sales estimate of $1.5b (WHIM and CN) and is trading at a current EV of $300m. $XFOR share price compelling -While shares have bounced off of recent lows believe"
X Link 2023-05-12T11:04Z [----] followers, 14.5K engagements
"$XFOR If you thought the run-up to the WHIM secondary endpoints was impressive wait until the run-up to the CN data happens. Mavorixafor neutropenia data has a much higher chance of success and is a way bigger market than WHIM"
X Link 2023-05-17T16:23Z [----] followers, 16.8K engagements
"@Pharmdca and @semodough are two of the best at generating and sharing ideas on Twitter. If youre not following them youre really missing out"
X Link 2023-05-17T16:33Z [----] followers, [----] engagements
"Stifel note on $XFOR today refers to a higher probability of success in WHIM and CN (75%➡85%) as well as the PIPE removing a financing overhang. Maintains $1.5 billion peak sales for Mavorixafor in U.S. + EU adding that label expansion into PID (250k patients) not in model"
X Link 2023-05-18T02:27Z [----] followers, 38.9K engagements
"1/ $MREO may be one of the most overlooked biotech companies as they have two potential blockbusters in their pipeline and a current market cap of around $170 million. An upcoming readout for Setrusumab in osteogenesis imperfecta (OI) could dramatically shift investor sentiment"
X Link 2023-05-20T18:27Z [----] followers, 127.1K engagements
"1/ $MREO readout from ORBIT phase 2/3 trial in mid-23 should bring investor attention to Setrusumab and its opportunity to be the first approved drug in OI. This readout is heavily skewed towards being positive based on its dual mechanism of action and results from ASTEROID"
X Link 2023-05-24T04:49Z [----] followers, 23.6K engagements
"June / mid-23 readouts on my radar: $CRVS CPI-818 T cell lymphoma update $XFOR Mavorixafor CN phase [--] $MREO / $RARE setrusumab OI phase [--] $MDNA MDNA11 5th cohort anti-tumor activity $FGEN pamrevlumab IPF phase [--] $BTAI BXCL501 Alzheimers agitation phase 3"
X Link 2023-05-31T15:20Z [----] followers, 11.3K engagements
"1/ $XFOR will likely release their phase [--] CN results at an investor event or R&D day in the near future and should be a big catalyst. I believe they have a very good chance of success based on previous Mavorixafor data and their mechanism of action in neutropenia"
X Link 2023-06-01T03:09Z [----] followers, 52.8K engagements
"1/ Notes from $RARE / $MREO phase [--] CC: Setrusumab showed an increase in bone mineral density (BMD) of 9.4% at 20mg/kg and 9.8% at 40mg/kg dose in only [--] months of treatment in the ORBIT patient population which is similar to the [--] month increase in BMD at 20mg/kg in ASTEROID"
X Link 2023-06-06T03:26Z [----] followers, 18.9K engagements
"$MREO with more rationale on why Setrusumab should reduce fractures by showing ASTEROID data of trabecular bone score significantly increasing at the 20mg/kg dose (ORBIT dose) as well as bone stiffness and failure load increases. Great explanation on bone fracture on Jeffries call $mreo Great explanation on bone fracture on Jeffries call $mreo"
X Link 2023-06-08T13:52Z [----] followers, 50.2K engagements
"I dont think anyone is happy about Sabby being involved in $EFTR but with their ownership I dont see an incentive for them to see this going lower. More importantly Tomivosertib has a big NSCLC readout in 2H that is pretty under appreciated in my opinion"
X Link 2023-06-20T14:52Z [----] followers, 18.1K engagements
"1/ $XFOR should release data from their phase [--] CN trial soon depending on timing of enrollment of their last patient. There are more than a few $1 billion estimates for annual CN revenue if $XFOR can succeed in this indication and is not priced in at its current valuation"
X Link 2023-07-19T03:22Z [----] followers, 42.3K engagements
"Here are the three $XFOR patients reported in the CN trial thus far. Two neutropenic patients pre-Mavorixafor that had ANC in the normal range after treatment and one patient that was already In normal ANC range pre-Mavorixafor that is off G-CSF after month 3"
X Link 2023-08-10T12:40Z [----] followers, 21.2K engagements
"$RARE / $MREO reporting Setrusumab reduced fractures by 67% vs prior to treatment is confirmation that correcting collagen isnt necessary to help stabilize bones in OI patients. Lumbar spine BMD increases at 13% at [--] months (vs 9.4% at [--] months) is now extremely relevant"
X Link 2023-10-14T21:02Z [----] followers, 38.1K engagements
"$MREO increased Z-scores by +0.85 vs a baseline of [-----] means that Setrusumab corrected half of patients bone density deficit in only [--] months of treatment. As the data matures and BMD continues to increase fracture rates will likely get better over time"
X Link 2023-10-14T21:43Z [----] followers, 25.9K engagements
"1/ A few thoughts on Setrusumab and $MREO following $RARE analyst day"
X Link 2023-10-18T14:38Z [----] followers, 31.3K engagements
"$MREO in this biotech market"
X Link 2023-10-28T15:16Z [----] followers, [----] engagements
"$RVPH schizophrenia data look really impressive hitting on the PANSS primary endpoint as well as positive and negative symptoms individually. The effect size is almost identical to the two phase 3s from $KRTX which has a market cap over [--] times bigger"
X Link 2023-10-30T13:52Z [----] followers, 54.5K engagements
"Nice $MREO breakout to a new [--] week high. Im not selling a single share under $10"
X Link 2023-11-07T17:27Z [----] followers, 10.6K engagements
"$EFTR will have their KICKSTART trial readout in NSCLC before the end of the year and is a big catalyst for them. Tomivosertib has a novel mechanism of action and not many know what to expect but the market seems to be dismissing the promising early data which could be a mistake 1/ $EFTR Tomivosertib was designed to activate and extend the memory of T cells so combining with a checkpoint inhibitor should help to overcome some of the limitations of PD-1 inhibition alone like T cell exhaustion. 1/ $EFTR Tomivosertib was designed to activate and extend the memory of T cells so combining with a"
X Link 2023-11-08T11:35Z [----] followers, 16.2K engagements
"1/ $EFTR will release new PFS data on zotatifin + fulvestrant + abemacicib (ZFA triplet) during the SABCS annual meeting December 5-9 and it should be a catalyst for shares that were close to $1.50 after reporting data at ASCO earlier this year"
X Link 2023-11-16T04:33Z [----] followers, 25.5K engagements
"$EFTR showing double the response rate and mPFS vs current standard of care in ER+mBC patients with a novel MOA shouldnt happen in $40 million company. Dose escalation ongoing should improve results next year and Id be surprised if a partnership isnt in the cards soon. $EFTR Median progression free survival (mPFS) of [---] months in the ZFA expansion cohort $EFTR Median progression free survival (mPFS) of [---] months in the ZFA expansion cohort"
X Link 2023-12-08T13:51Z [----] followers, 19.2K engagements
"1/ $MREO has had a nice run lately largely due to speculation around a potential deal for Alvelestat. However the main value driver going forward is setrusumab and recent developments give them an easier path to blockbuster potential than investors are giving them credit for"
X Link 2024-01-20T19:11Z [----] followers, 22.6K engagements
"As much as I would love $MREO to be acquired I havent heard any legitimate buyout rumors. It seems to me that much of the recent price squeeze has to do with investors coming to the realization that $MREO has [--] drugs that are each worth more than their current market cap"
X Link 2024-01-26T15:30Z [----] followers, 21.4K engagements
"1/ $MREO Theres been growing interest in Alvelestat recently due in part to shifting language from ongoing partnering process to engaged with multiple potential partners so I thought Id share my optimism on a phase [--] trial if/when it happens"
X Link 2024-02-08T19:30Z [----] followers, 62.6K engagements
"1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to be a best-in-class asset for an obesity market that could grow to $100 billion in the next decade"
X Link 2024-02-15T19:13Z [----] followers, 72.2K engagements
"10/ Next is $LLY triple G (retatrutide) a triple agonist of GLP-1/GIP/Glucagon and had 4-5% placebo-adjusted weight loss at [--] weeks 11% at [--] weeks and 24.2% at week [--]. With triple agonists there is an incremental weight loss benefit but a significantly worse AE profile"
X Link 2024-02-15T19:18Z [----] followers, 13.5K engagements
"$VKTX Truist has done good work in this area and notes that since VK2735 is both a peptide and GLP-1/GIP agonist they should be tolerated better. Peptides have better target specificity vs small molecules in addition to being endogenous to the body and thus metabolized easier. Oral #OBESITY GLPs etc next big thing Many KOLS not sure as oralswhich go directly into gutusually have more side effects than injectables (1/3 of patients drop out due to nausea& vomiting).So besides weight loss tolerability becomes even more important-enter $VKTX titration Oral #OBESITY GLPs etc next big thing Many"
X Link 2024-02-18T17:11Z [----] followers, 16.5K engagements
"$VKTX weight loss dose dependent and up to 13% at [--] weeks and no plateau observed is pretty much best case scenario for VK2735. Discontinuation rates were identical for VK2735 (13% all groups) vs placebo (14%)"
X Link 2024-02-27T12:30Z [----] followers, 14.5K engagements
"$VKTX tolerability profile just as important as 13% placebo-adjusted weight loss. Compare to AMG-133 with 50% discontinuation and 75% vomiting at the highest dose and retatrutide with 20% hypersensitivity and arrhythmias in two separate trials. 1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to be a best-in-class asset for an obesity market that could grow to $100 billion in the next decade. 1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to be a best-in-class asset for an"
X Link 2024-02-27T14:15Z [----] followers, 44K engagements
"I cant imagine $LLY retatrutide has much of a future after todays $VKTX data. Retatrutides big selling point was 11% weight loss at [--] weeks as patients were expected to overlook the CV issues that came with it. VK2735 offers better weight loss with no safety trade-off. 10/ Next is $LLY triple G (retatrutide) a triple agonist of GLP-1/GIP/Glucagon and had 4-5% placebo-adjusted weight loss at [--] weeks 11% at [--] weeks and 24.2% at week [--]. With triple agonists there is an incremental weight loss benefit but a significantly worse AE profile. https://t.co/uItUAhToPt 10/ Next is $LLY triple G"
X Link 2024-02-28T04:33Z [----] followers, 11.3K engagements
"$VKTX Nausea rates not exceeding 5% at any point after the first week of treatment with similar discontinuation rates to placebo is why VK2735 stands out. Titration can be adjusted if necessary to attenuate AEs but no one is matching this efficacy/tolerability profile. $VKTX tolerability profile just as important as 13% placebo-adjusted weight loss. Compare to AMG-133 with 50% discontinuation and 75% vomiting at the highest dose and retatrutide with 20% hypersensitivity and arrhythmias in two separate trials. https://t.co/1hcE3Lge6y $VKTX tolerability profile just as important as 13%"
X Link 2024-02-28T13:21Z [----] followers, 26.1K engagements
"Ive seen research reports on $VKTX this week that range from $15-$35 billion peak sales for VK2735 which doesnt include their oral version that will have data in March. With a $9 billion market cap $VKTX still has plenty of room to the upside if they can continue to execute"
X Link 2024-02-29T15:36Z [----] followers, [----] engagements
"If $VKTX had used a different titration schedule for their 15mg dose (i.e. 2.5mg X [--] weeks then [--] [--] 15) instead of beginning at 5mg (5 [---] [--] 15) it may be trading at $150 right now. The majority of the GI side effects happen early and 5mg may be a touch too high to start"
X Link 2024-03-01T02:31Z [----] followers, 17.2K engagements
"$EFTR with an interesting readout soon that could change the perception of selective translation regulator inhibitors (STRIs). Tomivosertib has a novel mechanism that showed early promise in a phase 2a trial but only has a $55 million MC so expectations are still low. $EFTR Projection SEE MY FULL TWEET Lung cancer market- 1st line [--] Billion in PD-L1 = 50%➡➡$EFTR used this pt. population why see my full tweet [--] Billion in PD-L1 1-49% Keytruda is the current SOC and showed PFS of [---] months in PD-L1 = 50% best pfs in this population $EFTR Projection SEE MY FULL TWEET Lung cancer market- 1st"
X Link 2024-03-02T21:19Z [----] followers, 20.5K engagements
"$VKTX has the flexibility to add cohorts past 20mg for oral VK2735 based on PK and tolerability. Theyre never going to get the exposure with oral vs SQ so adding cohorts would be almost entirely based on tolerability and data taking longer would be a positive in my opinion"
X Link 2024-03-04T13:22Z [----] followers, [----] engagements
"$NVO $LLY $VKTX Im pretty sure taking the oral version of this everyday didnt improve the GI side effects. Is that why theyre waiting until [----] to decide their next steps"
X Link 2024-03-07T13:39Z [----] followers, 26.3K engagements
"$MREO interesting presentation especially regarding Alvelestat partnering process. They want to choose the right partner with the backdrop of the other recent AATD deal $INBX and start a phase [--] by end of year. Said cash good until [----] before any proceeds from a partnership"
X Link 2024-03-12T15:57Z [----] followers, 13.6K engagements
"@Pharmdca @Rajgillishere @MACDcurlingup @BioStocks @Bios_n_Techs You have to have conviction to get a [--] bagger not many will agree with you when your stock is trading near [--] week lows. Instead youll get a lot of why is it trading where it is if that stock is so good If youre looking for validation hidden gems may not be your thing"
X Link 2024-03-22T22:29Z [----] followers, 12.1K engagements
"$VKTX oral data looks outstanding with 3.3% weight loss in [--] days including 5.3% vs baseline (thats a high placebo number btw) with placebo like side effects. The side effect profile almost looks like a mistake because theres almost nothing there"
X Link 2024-03-26T11:21Z [----] followers, 42.1K engagements
"A reminder of what $VKTX competitors look like with their oral drugs in terms of side effects (via Truist) $NVO is keeping their AE profile for amycretin a secret because we cant handle how awesome it is I guess"
X Link 2024-03-26T11:49Z [----] followers, [----] engagements
"$VKTX shorts looking for oral VK2735 GI side effects"
X Link 2024-03-26T14:04Z [----] followers, 16K engagements
"A few high risk/reward names of interest in Q2 with my upside/downside estimates (actual results will definitely be different) $VINC VIP236 (+200% / -70%) $EFTR KICKSTART (+700% / -60%) $ANVS Alzheimers (+600% / -70%) $ADXN Epilepsy (+400% / -60%) $HOWL WTX-124 (+125% / -40%)"
X Link 2024-03-28T01:58Z [----] followers, 30.3K engagements
"Added $MREO before the close not selling before the ORBIT phase [--] readout. I believe the ORBIT phase [--] update will show continued BMD increases and fracture reduction vs the [--] month update. If theres a partnership for Alvelestat thats a bonus but not part of my thesis"
X Link 2024-04-11T20:42Z [----] followers, [----] engagements
"$MREO seems to be catching a bid on $INSM stat sig ASPEN lung disease trial. Once Alvelestat gets partnered I think similar success could be in store in AATD-LD. Theres no reason for DSK to target a phase [--] start by year end if discussions werent near a conclusion. 1/ $MREO Theres been growing interest in Alvelestat recently due in part to shifting language from ongoing partnering process to engaged with multiple potential partners so I thought Id share my optimism on a phase [--] trial if/when it happens. 1/ $MREO Theres been growing interest in Alvelestat recently due in part to shifting"
X Link 2024-05-28T14:30Z [----] followers, 39.3K engagements
"$VKTX VK2809 looks to be more potent than $MDGL given the difference from placebo in NASH resolution and fibrosis improvement. Having another safe oral drug for NASH could be a big deal down the road for $VKTX depending on how the Rezdiffra launch turns out"
X Link 2024-06-04T12:36Z [----] followers, 39.3K engagements
"1/ Notes from $MREO fireside chat at the Jefferies conference last week. DSK provided a good overview of their two lead programs including the upcoming ORBIT phase [--] data and it was described as a 2nd half mid-year and [--] month update"
X Link 2024-06-09T16:40Z [----] followers, 16K engagements
"1/ $RARE / $MREO released their anticipated ORBIT phase [--] update a little earlier than expected but then again companies dont like to sit on good news. After reviewing the data I think the market may have significantly more catching up to do before setrusumab is fairly valued"
X Link 2024-06-12T04:45Z [----] followers, 27.6K engagements
"$MREO updated slide deck showing a 29% BMD increase in phase [--] patients ages 5-11. COSMIC may have an even better chance of success (patients age 2-6) than ORBIT if thats possible. https://www.mereobiopharma.com/media/gjvp5y4r/mereo-corporate-presentation.pdf https://www.mereobiopharma.com/media/gjvp5y4r/mereo-corporate-presentation.pdf"
X Link 2024-06-12T13:19Z [----] followers, 10.3K engagements
"Baird note on $MREO makes the case that its reasonably likely that $MREO finds a partner for Alvelestat and the sticker price could be larger than some expect based on $INSM data ($10 billion market cap) with similar MOA. They forecast conservative peak sales of $800 million"
X Link 2024-06-14T12:04Z [----] followers, 18.4K engagements
"$MREO pricing an offering at $3.99 with no discount to yesterdays close reflects very strong demand. They should be in a good position to negotiate the best possible deal for Alvelestat with a lot of momentum around both of their lead assets. $MREO Announces Pricing of $50 Million Underwritten Registered Direct Offering each ADS is being sold at a price of $3.99 per ADS - the closing price of yesterday. https://t.co/3wLuNyVJ28 $MREO Announces Pricing of $50 Million Underwritten Registered Direct Offering each ADS is being sold at a price of $3.99 per ADS - the closing price of yesterday."
X Link 2024-06-14T12:28Z [----] followers, 16.1K engagements
"$VKTX has a best-in-class weight loss profile (with unmatched tolerability) and has consistently under-promised and over-delivered with their clinical data. The fact that theyre even mentioning going straight to a phase [--] or being acquired should have investors ears perked up. 1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to be a best-in-class asset for an obesity market that could grow to $100 billion in the next decade. 1/ $VKTX has both oral and SQ data coming this quarter for VK2735 (GLP-1/GIP dual agonist) and has a chance to"
X Link 2024-06-16T14:14Z [----] followers, 24.2K engagements
"1/ $MREO will represent an interesting trading opportunity later in the year as it approaches the 1st interim for ORBIT as it has upside to the mid-teens vs downside of basically where its at right now (in my opinion depending on market conditions)"
X Link 2024-06-24T19:11Z [----] followers, 14.2K engagements
"Shoutout to @semodough and @pharmdca for being on top of $VKTX since it was trading around $3. In my opinion the FDA granting accelerated development of VK2735 shows their confidence in the compound and approval will likely be a foregone conclusion and is now closer than ever"
X Link 2024-07-25T01:36Z [----] followers, 21.6K engagements
"An important note for Alvelestat is that when $AZN decided to move away from this asset the highest dose tested was 60mg BID. $MREO has shown that 240mg BID is still safe and has significantly better reduction in biomarkers than even the 120mg dose used in the ASTRAEUS trial. $MREO - nice catch by @ej23ny - look at June investor deck vs latest Aug - look how slides have changed on Alvelestat - imagine lots more going on behind the scenes since $INSM data https://t.co/8aj56RRURZ $MREO - nice catch by @ej23ny - look at June investor deck vs latest Aug - look how slides have changed on"
X Link 2024-08-15T19:41Z [----] followers, 15.3K engagements
"Interesting move in $VKTX over the last hour. October $80 calls are getting a bid with good volume"
X Link 2024-08-19T18:31Z [----] followers, 20.5K engagements
"$MREO / $RARE Setrusumab will have a 2nd half update detailing the previous phase [--] patients and I believe this as well as their prior data will position the ORBIT and COSMIC readouts for success. The following reasons are why Im bullish on these trials: 👇"
X Link 2024-09-07T02:53Z [----] followers, 25.2K engagements
"We know that if $NVO data had good safety / efficacy that $VKTX would be slammed yet it barely moves up when multiple competitors are now non-competitive. Higher doses of oral VK2735 at obesity week may change the narrative and become $VKTX highest value asset. $VKTX should be up much more on $NVO results for obesity Triple witching day some profit taking likely by traders but it will make a move over [--] soon with market being bullish Positive data in November and wont be surprised it goes over [--] to triple digits $VKTX should be up much more on $NVO results for obesity Triple witching day"
X Link 2024-09-20T17:00Z [----] followers, 16.7K engagements
"Q4 should be a busy quarter for a few bios here are some interesting to me: $VKTX oral VK2735 $MDNAF mono / combo MDNA11 $MREO ORBIT 1st interim $RLMD RELIANCE II interim $SRRK SAPPHIRE phase [--] $SLDB INSPIRE DUCHENNE $RVPH brilaroxazine OLE $CRVS Soquelitinib AD $PYXS PYX-201"
X Link 2024-09-26T21:09Z [----] followers, 33.5K engagements
"$MREO / $RARE phase [--] ORBIT had [--] out of [--] type III and IV patients (29%) enrolled vs phase [--] with around 40% type III and IV patients meaning it should be easier to show BMD and Z-score increases as well as fracture reductions in ORBIT phase [--] and COSMIC vs earlier studies"
X Link 2024-10-03T18:29Z [----] followers, 15.1K engagements
"This was the year $VKTX became known as an obesity company from what most only knew as a NASH company. Dont be surprised if $CRVS does the same in the near future going from T Cell lymphoma to an immune disease company"
X Link 2024-10-11T17:42Z [----] followers, 16.9K engagements
"$CRVS now up over 400% in the last year mostly due to anticipation of their two lowest doses in atopic dermatitis"
X Link 2024-10-16T18:43Z [----] followers, 15.3K engagements
"1/ $RVPH has a market cap of $55 million despite a successful phase [--] that was highly statistically significant in overall PANSS as well as both + and - symptoms individually. A drastic revaluation could be in store soon on positive news from their OLE and potential financing"
X Link 2024-12-09T00:58Z [----] followers, 37.8K engagements
"Avoiding biotech blowups in [----] like"
X Link 2024-12-29T23:40Z [----] followers, [----] engagements
"Crazy that the $XBI was down 3% today and it was only our third worst day of the week"
X Link 2025-04-03T20:06Z [----] followers, [----] engagements
"$RARE / $MREO ORBIT IA2 should readout in the next [--] weeks and I believe it will be positive. Both would likely be considerably higher if not for IA1 as some have discounted IA2 because of it but separating AFR curves enough should take more than 7-9 months from the IA1 cutoff"
X Link 2025-06-20T20:52Z [----] followers, 24K engagements
"Some readouts in Q3 that Im looking forward to: $RARE / $MREO ORBIT IA2 OI $QURE AMT-130 3-year Huntingtons $VYNE VYN201 Vitiligo $VKTX oral VK2735 obesity $ATYR EFZO-FIT pulmonary sarc $IOBT IOB-013/KN-D18 melanoma $AZN AZD3427 Group [--] PH $DRUG BMB-101 Abs epilepsy / DEE"
X Link 2025-06-30T14:07Z [----] followers, 44.5K engagements
"$LLY is losing about $100 billion market cap today on orforglipron subpar results. What should $VKTX be worth if oral VK2735 shows similar results in [--] weeks vs orfoglipron at [--] weeks"
X Link 2025-08-07T14:30Z [----] followers, 23.9K engagements
"$VKTX efficacy comes in better than expected but tolerability was worse which is causing shares to drop. The placebo AE profile doesnt look great either which makes you wonder (placebo adjusted numbers arent that bad)"
X Link 2025-08-19T12:39Z [----] followers, 21.8K engagements
"Given the recent $EQ move on the heels of $ABVX success I wouldnt be surprised if someone takes a chance on $MREO Alvelestat considering recent $INSM performance and $28 billion market cap. At some point $MREO needs to stop endless partnership discussions and sign a deal"
X Link 2025-08-22T18:23Z [----] followers, [----] engagements
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