# ![@pemulisking Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2908317411.png) @pemulisking Year of Glad

Year of Glad posts on X about in the, legn, $mrna, $arvn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2908317411/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2908317411/c:line/m:interactions.svg)

- [--] Week [-----] -24%
- [--] Month [------] -65%

### Mentions: [--] [#](/creator/twitter::2908317411/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2908317411/c:line/m:posts_active.svg)

- [--] Week [--] -32%
- [--] Month [--] no change

### Followers: [-----] [#](/creator/twitter::2908317411/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2908317411/c:line/m:followers.svg)

- [--] Week [-----] +0.60%
- [--] Month [-----] +4.90%

### CreatorRank: [---------] [#](/creator/twitter::2908317411/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2908317411/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  13% [finance](/list/finance)  9% [cryptocurrencies](/list/cryptocurrencies)  4% [countries](/list/countries)  2% [technology brands](/list/technology-brands)  2%

**Social topic influence**
[in the](/topic/in-the) 10%, [legn](/topic/legn) #6, [$mrna](/topic/$mrna) 3%, [$arvn](/topic/$arvn) 3%, [$arwr](/topic/$arwr) 3%, [$pcvx](/topic/$pcvx) 2%, [$6b](/topic/$6b) 2%, [$abvx](/topic/$abvx) 2%, [stocks](/topic/stocks) 2%, [$legn](/topic/$legn) #5

**Top accounts mentioned or mentioned by**
[@melvinriskmgmt](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@amaymd](/creator/undefined) [@vulpescap](/creator/undefined) [@plainyogurt21](/creator/undefined) [@financebully](/creator/undefined) [@biofeed](/creator/undefined) [@sanctuarybio](/creator/undefined) [@unicornbiotech](/creator/undefined) [@biotechport](/creator/undefined) [@cloisterres](/creator/undefined) [@profoak](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@bayareabiotechi](/creator/undefined) [@mopgcw](/creator/undefined) [@archimedes20311](/creator/undefined) [@epickram](/creator/undefined) [@applehelix](/creator/undefined) [@aditharun](/creator/undefined) [@biotnotes](/creator/undefined)

**Top assets mentioned**
[Moderna Inc (MRNA)](/topic/$mrna) [Arvinas, Inc (ARVN)](/topic/$arvn) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) [Abivax SA (ABVX)](/topic/$abvx) [Legend Biotech Corp (LEGN)](/topic/$legn) [Adverum Biotechnologies, Inc. Common Stock (ADVM)](/topic/$advm) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [BEAM (BEAM)](/topic/$beam) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [LimeWire (LMWR)](/topic/limewire) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [SuperRare (RARE)](/topic/$rare) [Allora (ALLO)](/topic/$allo) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Immuneering Corporation (IMRX)](/topic/$imrx) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [PMV Pharmaceuticals, Inc. (PMVP)](/topic/$pmvp) [LENZ Therapeutics Inc (LENZ)](/topic/$lenz) [uniQure N.V. (QURE)](/topic/$qure)
### Top Social Posts
Top posts by engagements in the last [--] hours

"FDA falling firmly into the hands of the crazies Vinay talking about efficacy studies for pneumococcal vaccines and $PCVX is still a $6B company. 🤷♂"  
[X Link](https://x.com/pemulisking/status/1995891842332663832)  2025-12-02T16:24Z [----] followers, [---] engagements


"$ABVX $134M non-10b5-1 share sale by a board member--I think we can close the books on any near-term M&A"  
[X Link](https://x.com/pemulisking/status/2009273552730550435)  2026-01-08T14:38Z [----] followers, 57.2K engagements


"@MelvinRiskMgmt Gotcha. I'd say that 1) even if ACLX has a better product LEGN is still far ahead enough in 2L and then 1L that they should still have a few years of growth ahead and 2) I think it's far from a settled question whether ACLX is truly better"  
[X Link](https://x.com/pemulisking/status/2018417594374480287)  2026-02-02T20:13Z [---] followers, [---] engagements


"@MelvinRiskMgmt IMO good odds it'll be higher vs lower in 6-12mo but hear you there"  
[X Link](https://x.com/pemulisking/status/2018418311499837577)  2026-02-02T20:16Z [---] followers, [---] engagements


"I missed Flagship IPOs ❤ https://www.bloomberg.com/news/articles/2026-02-04/flagship-backed-drug-firm-generate-biomedicines-files-for-us-ipo https://www.bloomberg.com/news/articles/2026-02-04/flagship-backed-drug-firm-generate-biomedicines-files-for-us-ipo"  
[X Link](https://x.com/pemulisking/status/2019563547714564125)  2026-02-06T00:07Z [----] followers, [---] engagements


"This is a really interesting point and has me wondering if converts systematically reduce the volatility and end the "memeiness" of meme stocks. Case in point--even GME the meme stock godfather has traded in a tight boring range ever since their convert issuance last June. And just for the record the hedge funds who bought these $HIMS convert notes in May largely did it because they wanted to *short* the stock. Not because they were getting hosed by retail and Dudum by buying notes above market value. They arent idiots and many of them were And just for the record the hedge funds who bought"  
[X Link](https://x.com/pemulisking/status/2020241354253856947)  2026-02-07T21:00Z [---] followers, [----] engagements


"Trying to figure out my allegiances in Vinay vs. $MRNA"  
[X Link](https://x.com/pemulisking/status/2021376423760400463)  2026-02-11T00:11Z [----] followers, [----] engagements


"$MRNA may be trying hard to pivot to oncology but you know which one of their other Phase [--] trials also has a control arm that might not reflect the best available standard of care. https://www.nejm.org/doi/abs/10.1056/NEJMoa2402604 https://www.nejm.org/doi/abs/10.1056/NEJMoa2402604"  
[X Link](https://x.com/pemulisking/status/2021642974548177170)  2026-02-11T17:50Z [----] followers, [----] engagements


"@biot_notes Hard to be confident in the TSS endpoint IMO given tight margin tiny n for precedent and the fact that the drug makes you feel lousy"  
[X Link](https://x.com/pemulisking/status/2021751544807379159)  2026-02-12T01:01Z [----] followers, [---] engagements


"@adamfeuerstein @DrPatrick Sounds like his conversations with the FDA are going great Maybe he can try his luck with Saudi or if even they aren't persuaded Kazakhstan"  
[X Link](https://x.com/pemulisking/status/2022014339797201268)  2026-02-12T18:26Z [----] followers, [---] engagements


"God grant me the optimism of a $PCVX investor looking at the US vaccines landscape right now and being like"  
[X Link](https://x.com/pemulisking/status/2021594709232078890)  2026-02-11T14:38Z [----] followers, [---] engagements


"Haven't historically liked the stock but it seems wild that $LEGN is trading at an EV of 1x last year's Carvykti sales with profitability guided for this year. What am I missing"  
[X Link](https://x.com/pemulisking/status/2018386438073598429)  2026-02-02T18:10Z [----] followers, [----] engagements


"@JacobPlieth $LEGN EV right around what Capstan/Orbital/Orna went for plus you get a nice little blockbuster Carvykti franchise as a bonus"  
[X Link](https://x.com/pemulisking/status/2022047319668187502)  2026-02-12T20:37Z [----] followers, [---] engagements


"@financebully @A_May_MD Quite a choice of something to try to dunk on him on--the $ZBIO IgG4-RD data pretty much prove the point he was making in the meme"  
[X Link](https://x.com/pemulisking/status/2022748386982842861)  2026-02-14T19:02Z [----] followers, [---] engagements


"Finally found an issue I agree with Mamdani on (apathy towards parades) I Think You Should Leave sketch https://t.co/i526WxGkmi I Think You Should Leave sketch https://t.co/i526WxGkmi"  
[X Link](https://x.com/pemulisking/status/1979265500778762413)  2025-10-17T19:17Z [---] followers, [--] engagements


"@PCM_bio @ScorpionFund There are a few pretty good skeptical analysts but we both know the business model doesn't incentivize that. But it's one thing to recognize that and another to just give everyone a pass for any critical thinking about whether drugs will actually work"  
[X Link](https://x.com/pemulisking/status/1975667494267592792)  2025-10-07T21:00Z [---] followers, [---] engagements


"Surprised $BEAM not yet up on this $1.5B $BMY/Orbital deal. BEAM owned 31.5% of Orbital at founding; this was likely diluted in the Series A but could still be substantial cash for BEAM in addition to squishier platform validation. Gene editing stocks have moved on much less"  
[X Link](https://x.com/pemulisking/status/1976650343808446651)  2025-10-10T14:05Z [---] followers, [----] engagements


"Apologies for hatin' but both evERA and the $CELC update are pretty weak 🤷♂"  
[X Link](https://x.com/pemulisking/status/1979705812756119827)  2025-10-19T00:27Z [---] followers, [----] engagements


"This $ADVM deal is pretty silly"  
[X Link](https://x.com/pemulisking/status/1981701545214583280)  2025-10-24T12:37Z [---] followers, [---] engagements


"@ThePharmaFox It's not that simple--it's very hard to get the safety/PK/delivery right (and unclear that $ADVM has--hence the takeunder with most of the value in the CVR) and you need to wait for loss of exclusivity on the reference biologic anyway"  
[X Link](https://x.com/pemulisking/status/1982074633307205647)  2025-10-25T13:19Z [---] followers, [--] engagements


"@A_May_MD I don't disagree with any of this but what do you think breaks it This was all pretty clear after the last liver event too and the stock still quadrupled"  
[X Link](https://x.com/pemulisking/status/1982814576052695095)  2025-10-27T14:20Z [---] followers, [----] engagements


"I liked $NTLA for quite a while. I think they're a quality team and if safety were clean I think their drugs would have surprised to the upside commercially. But it's very much over. And it's probably over for all the current generation of in vivo gene editing programs too"  
[X Link](https://x.com/pemulisking/status/1983641459598524760)  2025-10-29T21:05Z [---] followers, [----] engagements


"@CloisterRes @sharkbiotech @A_May_MD $ABUS is more or less a pure play on that litigation so should give some indication of what's being priced into $ROIV there (and probably a short if you have conviction in the above)"  
[X Link](https://x.com/pemulisking/status/1983685857401024553)  2025-10-30T00:02Z [---] followers, [---] engagements


"@A_May_MD Agree with a small correction--the first Grade [--] liver event was in Aug 2022.the one in May was already the second one"  
[X Link](https://x.com/pemulisking/status/1983923200439222478)  2025-10-30T15:45Z [---] followers, [----] engagements


"@A_May_MD I'm pretty sure they said it was Grade [--] but now I can't find it. The publication speaks to 3() ALT/AST elevations of 5x ULN i.e. at least Grade 3"  
[X Link](https://x.com/pemulisking/status/1983930743328854382)  2025-10-30T16:15Z [---] followers, [---] engagements


"@Prof_Oak_ They've invented a perpetual motion machine and all it gets them from you is sarcasm"  
[X Link](https://x.com/pemulisking/status/1984091917802729762)  2025-10-31T02:55Z [---] followers, [---] engagements


"@Prof_Oak_ Off-target rates are pretty low; how plausible is it that a neoepitope that's likely being generated in 1% of liver cells would cause such significant tox"  
[X Link](https://x.com/pemulisking/status/1984332336117530632)  2025-10-31T18:51Z [---] followers, [---] engagements


"@lifeisblank21 Wait Limewire still exists"  
[X Link](https://x.com/pemulisking/status/1985187653566832654)  2025-11-03T03:29Z [---] followers, [---] engagements


"In this world nothing can be said to be certain except death taxes and $CORT shaking off a sales miss"  
[X Link](https://x.com/pemulisking/status/1986081347467657416)  2025-11-05T14:41Z [---] followers, [---] engagements


"@medstudentinvst Generally agree though think you're too laudatory about the data. It's good sure but it's also a small open-label cohort. Very tough to compare to acoramidis/vutrisiran/etc"  
[X Link](https://x.com/pemulisking/status/1988049442616869220)  2025-11-11T01:01Z [---] followers, [---] engagements


"Think both $OLMA and $ARVN should be up more on the Roche lidERA data. Roche gained almost $30B in mkt cap on the news which validates SERDs as a CDK-like ($15B/yr and growing) opportunity"  
[X Link](https://x.com/pemulisking/status/1990798219018928189)  2025-11-18T15:04Z [---] followers, [----] engagements


"Palazestrant ($OLMA) has a reasonable shot at being best in class and vepdegestrant ($ARVN) looked nearly identical to Roche's giredestrant in the most apples-to-apples comparison (VERITAC-2 vs. acelERA). There should be a real scarcity value now for both programs"  
[X Link](https://x.com/pemulisking/status/1990798220637974573)  2025-11-18T15:04Z [---] followers, [---] engagements


"@tomorrowdaworld I don't think anyone is going to run a SERENA-6 like trial. Yes they're trying to outlicense vepdegestrant presumably to someone who'd run a 1L and/or adjuvant study. Although after today's news I wouldn't be surprised if Pfizer reconsiders taking it forward themselves"  
[X Link](https://x.com/pemulisking/status/1990955730220786103)  2025-11-19T01:30Z [---] followers, [--] engagements


"@avidresearch @CrocsAnalyst @bigpharmaguy Right that's what I was saying. People incorrectly assume that these drugs don't work in ESR1wt based on data in late-line patient populations who are largely resistant to endocrine therapy regardless. Gire's win here is likely due to treatment setting not a differentiated drug"  
[X Link](https://x.com/pemulisking/status/1991135425033912339)  2025-11-19T13:24Z [---] followers, [---] engagements


"@AlecGaffney Why is it that the White House wants her gone"  
[X Link](https://x.com/pemulisking/status/1991950631649873928)  2025-11-21T19:23Z [---] followers, [----] engagements


"Does anyone here follow $PVLA and actually have conviction that the addressable patient populations for their indications are anywhere close to what they say"  
[X Link](https://x.com/pemulisking/status/1992972834025680908)  2025-11-24T15:05Z [---] followers, [---] engagements


"@adamfeuerstein @Sanctuary_Bio I guess but couple things: 1) $ACLX is in a uniquely vulnerable position as their valuation bakes in a lot and it'll be a while before they even have approval in earlier lines. 2) Sometimes seeing it makes it real"  
[X Link](https://x.com/pemulisking/status/1993021946145984868)  2025-11-24T18:20Z [---] followers, [---] engagements


"@AaronRosenblum5 @BayAreaBiotechI Gotcha thanks. I'd be surprised but we'll see"  
[X Link](https://x.com/pemulisking/status/1993740008251879873)  2025-11-26T17:53Z [---] followers, [---] engagements


"@BayAreaBiotechI Not sure that catching up to $JANX is a particularly auspicious goal in light of today's data but yeah I think $VIR has the much better setup of the two"  
[X Link](https://x.com/pemulisking/status/1995619804829680090)  2025-12-01T22:23Z [---] followers, [---] engagements


"@unicornbiotech Nice find--guessing that's why they dodged the question on their earnings call around whether they've treated any patients yet"  
[X Link](https://x.com/pemulisking/status/1995937933866705122)  2025-12-02T19:27Z [---] followers, [--] engagements


"@Vulpescap @drsprs Plenty of alpha to be had on the short side let alone the benefits of mitigating market risk and enabling leverage. It's fine if it's not a good fit for your investment objectives/style but silly to make a broad statement like that"  
[X Link](https://x.com/pemulisking/status/1997419312005407149)  2025-12-06T21:34Z [---] followers, [---] engagements


"@AaronRosenblum5 @Vulpescap Assume it's because of imputing missing data (though yes would be good for them to clarify)"  
[X Link](https://x.com/pemulisking/status/2000926116413104182)  2025-12-16T13:48Z [---] followers, [---] engagements


"@unicornbiotech @TripleGateCaptl @US_FDA PDUFA delays generally augur well for approval"  
[X Link](https://x.com/pemulisking/status/2000947879121445260)  2025-12-16T15:15Z [---] followers, [--] engagements


"@Vulpescap @Sanctuary_Bio @mopgcw Depends vastly what buyside job you're comparing to. I'm sure doing your own thing can be better than being a junior at RA or whatever but tough to compete with good economics at a good fund"  
[X Link](https://x.com/pemulisking/status/2002089811658821886)  2025-12-19T18:53Z [---] followers, [---] engagements


"@biofeed @Vulpescap @Sanctuary_Bio @mopgcw Probably true though working for a fund has the advantage of an inherent call option structure--the worst that can happen is getting fired while the upside is unbounded"  
[X Link](https://x.com/pemulisking/status/2002094244857876679)  2025-12-19T19:10Z [---] followers, [---] engagements


"@gcbioinv Also wild: some of the defendants appear to be represented by former NJ governor and current Trump punching bag Chris Christie"  
[X Link](https://x.com/pemulisking/status/2002815858419335593)  2025-12-21T18:58Z [---] followers, [---] engagements


"Nobody presents data quite like $CRSP (derogatory)"  
[X Link](https://x.com/pemulisking/status/2003100623131337198)  2025-12-22T13:49Z [---] followers, [---] engagements


"@Jn66039675 @financebully Disagree. Their safety advantage is entirely speculative and they're well behind a much better-resourced competitor"  
[X Link](https://x.com/pemulisking/status/2004222090778681738)  2025-12-25T16:05Z [---] followers, [---] engagements


"@plainyogurt21 @Archimedes20311 Fwiw Rich Law at GS put out a deep dive trying to establish inverse dose response in HS in the context of $MLTX. I didn't think it was particularly convincing at the time but maybe worth a look if it's something you're thinking through"  
[X Link](https://x.com/pemulisking/status/2004942881438470623)  2025-12-27T15:50Z [---] followers, [---] engagements


"Setrusumab Ph2 a good case study that if you mandate a certain event rate as inclusion criteria in a study you're gonna get a change in that event rate through mean reversion alone. The drug never actually did anything for fractures. $MREO $RARE"  
[X Link](https://x.com/pemulisking/status/2005633940984631618)  2025-12-29T13:36Z [---] followers, [----] engagements


"Weird move in $VSTM--does anyone actually care about this RAMP-203"  
[X Link](https://x.com/pemulisking/status/2005746920359350318)  2025-12-29T21:05Z [---] followers, [---] engagements


"So says the guy who lit $6B on fire on his ill-conceived science project of a company. That could have funded a lot of good US innovation too I wish it weren't the case but @LifeSciVC is wrong about this. The crisis in biotech startups is not just "biotech being cyclical" - you can see clearly that the rise in Chinese startups is not cyclical over the last [--] years - it's spiking up in the last [--] years (see chart https://t.co/h6D6ifadqH I wish it weren't the case but @LifeSciVC is wrong about this. The crisis in biotech startups is not just "biotech being cyclical" - you can see clearly that"  
[X Link](https://x.com/pemulisking/status/2006454467718426852)  2025-12-31T19:56Z [---] followers, 13.5K engagements


"@Charlie40074981 $6.07B as of last quarter. A non-negligible percentage of the annual US venture funding that's gone to China"  
[X Link](https://x.com/pemulisking/status/2006757393049465225)  2026-01-01T16:00Z [---] followers, [---] engagements


"@BiotechPort My favorite name for the year is a contrarian one that I rarely see discussed: $ALLO"  
[X Link](https://x.com/pemulisking/status/2006766962530218494)  2026-01-01T16:38Z [---] followers, [---] engagements


"@plainyogurt21 @EpochSwing @SnackBioTech I'm skeptical of the generalizability of that conclusion (healthcare sector mutual funds seem like the wrong place to study) but 5% alpha would be very good. I think most doctors are bad investors because most people are bad investors"  
[X Link](https://x.com/pemulisking/status/2006833120482644309)  2026-01-01T21:01Z [---] followers, [---] engagements


"@biofeed Agreed and this year's winner $ABVX is probably the canonical example (assume that's what you were referencing). The problem with most of such companies though is that they are terrible"  
[X Link](https://x.com/pemulisking/status/2007559157461971396)  2026-01-03T21:06Z [---] followers, [----] engagements


"@oakazaki I didn't get that far I was already too busy taking out a loan on all my assets to buy more IBRX shares"  
[X Link](https://x.com/pemulisking/status/2007920966073254150)  2026-01-04T21:03Z [---] followers, [--] engagements


"ARKG +2.5% / XBI -2% today is.something"  
[X Link](https://x.com/pemulisking/status/2008260847144141254)  2026-01-05T19:34Z [---] followers, [---] engagements


"$DRUG looks like a whopping total of [--] DEE patients actually completed the study"  
[X Link](https://x.com/pemulisking/status/2008515044393554302)  2026-01-06T12:24Z [---] followers, [----] engagements


"$ARWR looks like the tirz monotherapy arm underperformed in their small INHBE combo study--not clear how much weight loss if any the INHBE is adding"  
[X Link](https://x.com/pemulisking/status/2008519231512735768)  2026-01-06T12:41Z [---] followers, [----] engagements


"Is there any good evidence that these INHBE RNAis are doing anything other than defatting the liver $ARWR tirz combo weight loss looks exactly like you'd expect tirz monotx to look like at 16wks (regardless of what their n=5 monotx showed)"  
[X Link](https://x.com/pemulisking/status/2008539100677370246)  2026-01-06T14:00Z [---] followers, [---] engagements


"Why has $MRNA been so strong lately Just squeeze People positioning ahead of melanoma data Something else"  
[X Link](https://x.com/pemulisking/status/2008576018643308829)  2026-01-06T16:26Z [---] followers, [----] engagements


"$ARWR $WVE Ehhhhh: 1) Odd rebound in the n=5 TZP + pbo arm and clearly underperformed TZP comps 2) 200mg arm doesn't separate until after the 16wk endpoint (how much inhibition left then) 3) n=3 400mg arm only separates as error bars blow out--is this driven by [--] patient"  
[X Link](https://x.com/pemulisking/status/2008586130762215578)  2026-01-06T17:07Z [---] followers, [----] engagements


"@epickram Fair point but I believe they'd be above 5mg by week [--] of S-2"  
[X Link](https://x.com/pemulisking/status/2008601238330556474)  2026-01-06T18:07Z [---] followers, [---] engagements


"@epickram I don't think these INHBE programs drive meaningful weight loss and I think the regulatory path and commercial opportunity for them are very unclear"  
[X Link](https://x.com/pemulisking/status/2008606258925015253)  2026-01-06T18:27Z [---] followers, [---] engagements


"@abbynac I kinda do too.but I don't think $RVMD has any reason to comment regardless"  
[X Link](https://x.com/pemulisking/status/2009016554294550701)  2026-01-07T21:37Z [---] followers, [---] engagements


"Hadn't listened to an $IMRX call before but this CEO sounds like he's talking to a small child and trying to convince him that broccoli is delicious"  
[X Link](https://x.com/pemulisking/status/2009268033789841798)  2026-01-08T14:16Z [---] followers, [----] engagements


"@agamemnus_dev Do you need me to circle the relevant part"  
[X Link](https://x.com/pemulisking/status/2009277067657896423)  2026-01-08T14:52Z [---] followers, [----] engagements


"Man I try to be generous of spirit but after some of these interactions this morning let me just say that I'm glad to have some of you guys out here as counterparties"  
[X Link](https://x.com/pemulisking/status/2009306743021375509)  2026-01-08T16:50Z [---] followers, [----] engagements


"@adamfeuerstein Yep--and you get credit for being right on this from the get-go (while I was wrong). But the ability of some people to deny what's right in front of them is amazing"  
[X Link](https://x.com/pemulisking/status/2009307468325626141)  2026-01-08T16:53Z [---] followers, [----] engagements


"@seedy19tron Sure but if there were a deal in late stages they wouldn't (and couldn't) sell"  
[X Link](https://x.com/pemulisking/status/2009426689785516547)  2026-01-09T00:47Z [---] followers, [----] engagements


"@pharmafather123 It is difficult to get a man to understand something when his buyout thesis depends upon his not understanding it"  
[X Link](https://x.com/pemulisking/status/2009680953921134847)  2026-01-09T17:37Z [---] followers, [---] engagements


"4pm on JPM Sunday and the only biotech news I see is a negative regulatory update.is it gonna be that kind of year"  
[X Link](https://x.com/pemulisking/status/2010459072152404327)  2026-01-11T21:09Z [---] followers, 15.5K engagements


"Negative regulatory update and a sales miss :-/"  
[X Link](https://x.com/pemulisking/status/2010475873645039770)  2026-01-11T22:16Z [---] followers, [----] engagements


"@adamfeuerstein I'm not blaming you And I'm not shedding any tears for STOK or ALNY"  
[X Link](https://x.com/pemulisking/status/2010482156422701142)  2026-01-11T22:41Z [---] followers, [---] engagements


"$CRSP weak reductions from their first-gen Lp(a) program; pivoting to a second-gen"  
[X Link](https://x.com/pemulisking/status/2010708472371835371)  2026-01-12T13:40Z [---] followers, [----] engagements


"Mkt neutral + L/S biotech folks--how bad is it out there right now It feels pretty bad"  
[X Link](https://x.com/pemulisking/status/2011124578026995934)  2026-01-13T17:13Z [---] followers, 11.6K engagements


"@CloisterRes Lifesci hold music easily the best"  
[X Link](https://x.com/pemulisking/status/2011154902710628675)  2026-01-13T19:14Z [---] followers, [---] engagements


"$OCGN inverse dose-response looks like n=5 in the control arm (did they exclude patients) no mention of the fellow eye analysis that they touted in the Ph1"  
[X Link](https://x.com/pemulisking/status/2011791659625808223)  2026-01-15T13:24Z [---] followers, [----] engagements


"And the n=5 control arm meaningfully underperformed the control arms from Syfovre/Izervay 🤷♂ $OCGN inverse dose-response looks like n=5 in the control arm (did they exclude patients) no mention of the fellow eye analysis that they touted in the Ph1 https://t.co/0G2ILI2bRn $OCGN inverse dose-response looks like n=5 in the control arm (did they exclude patients) no mention of the fellow eye analysis that they touted in the Ph1 https://t.co/0G2ILI2bRn"  
[X Link](https://x.com/pemulisking/status/2011800210335240481)  2026-01-15T13:58Z [---] followers, [----] engagements


"@Vulpescap @Harithr Unfortunately I must agree--I like GUTS and own some but this is penny stock behavior"  
[X Link](https://x.com/pemulisking/status/2011889068179923311)  2026-01-15T19:51Z [---] followers, [---] engagements


"@MelvinRiskMgmt @Biohazard3737 Dunno man--in my experience the consensus M&A short basket into the conference is still a reliable alpha generator"  
[X Link](https://x.com/pemulisking/status/2012203155597980067)  2026-01-16T16:39Z [---] followers, [--] engagements


"@biofeed @realchinesespy Ah 10000x upside.a reasonable $60T market cap just a cool 120x multiple on the entire US prescription drug spend"  
[X Link](https://x.com/pemulisking/status/2012716968697020907)  2026-01-18T02:41Z [---] followers, [---] engagements


"Two share sales from $IBRX board members in the past two trading days.did they not get the memo that they have the cure for all cancers"  
[X Link](https://x.com/pemulisking/status/2013656365118427408)  2026-01-20T16:54Z [---] followers, [----] engagements


"Guess everyone's excited to play another round of Hy's Law roulette $NTLA"  
[X Link](https://x.com/pemulisking/status/2016146383812592090)  2026-01-27T13:48Z [---] followers, [----] engagements


"@adamfeuerstein"  
[X Link](https://x.com/pemulisking/status/2016321855120978294)  2026-01-28T01:26Z [---] followers, [----] engagements


"@unicornbiotech"  
[X Link](https://x.com/pemulisking/status/2016983717923651879)  2026-01-29T21:16Z [---] followers, [---] engagements


"Ah some insights from noted bubble-recognizer Cathie Wood While parabolic moves often take asset prices higher than most investors would think possible the out-of-this-world spikes tend to occur at the end of a cycle. In our view the bubble today is not in AI but in gold. An upturn in the dollar could pop that bubble a la [----] to While parabolic moves often take asset prices higher than most investors would think possible the out-of-this-world spikes tend to occur at the end of a cycle. In our view the bubble today is not in AI but in gold. An upturn in the dollar could pop that bubble a la"  
[X Link](https://x.com/pemulisking/status/2017027750540763345)  2026-01-30T00:11Z [---] followers, [----] engagements


"@financebully @AppleHelix They'd argue that these drugs work via inhibition and that degradation is a red herring and that they're the only one driving complete inhibition"  
[X Link](https://x.com/pemulisking/status/2017261712299143409)  2026-01-30T15:40Z [---] followers, [--] engagements


"@BiotechPort @plainyogurt21 I don't disagree with those concerns but I do think these are active drugs and that they'll be commercial successes if they get across the goal line"  
[X Link](https://x.com/pemulisking/status/2017400588749746575)  2026-01-31T00:52Z [---] followers, [---] engagements


"@aditharun_ @bingbingbom $ARVN $GUTS $PMVP all interesting IMO (though pretty different setups)"  
[X Link](https://x.com/pemulisking/status/1998808815219912862)  2025-12-10T17:35Z [---] followers, [---] engagements


"What's up with $LENZ today"  
[X Link](https://x.com/pemulisking/status/1999528755627200914)  2025-12-12T17:16Z [---] followers, [----] engagements


"@biofeed @MelvinRiskMgmt Anyway--I like $MNMD here any other psych names we like"  
[X Link](https://x.com/pemulisking/status/2003492825258946610)  2025-12-23T15:48Z [---] followers, [---] engagements


"You have to wonder what this means for the FDA's thinking on $QURE. Integration of an AAV into a protooncogene is exactly what you don't want to see. BREAKING: FDA halts $RGNX gene therapy trials after brain tumor found in patient. Tumor found in patient treated with MPS I therapy. FDA placed hold on it and the MPS II therapy. They are similar constructs. The MPS II therapy has a Feb. [--] PDUFA date now up in the air. BREAKING: FDA halts $RGNX gene therapy trials after brain tumor found in patient. Tumor found in patient treated with MPS I therapy. FDA placed hold on it and the MPS II therapy."  
[X Link](https://x.com/pemulisking/status/2016499929330385209)  2026-01-28T13:13Z [---] followers, [----] engagements


"@anthonystaj Weird I've had the opposite experience. I find Claude consistently pretty lazy while ChatGPT (at least Pro) is generally very good/thorough"  
[X Link](https://x.com/pemulisking/status/2018059779843723615)  2026-02-01T20:31Z [---] followers, [---] engagements


"@aditharun_ @AppleHelix PFE decision happened before the (surprising) success of Roche's evERA trial. This isn't based on any specific commentary but I think there's a nonzero chance that PFE takes vepdegestrant back now"  
[X Link](https://x.com/pemulisking/status/2018420258738974902)  2026-02-02T20:24Z [---] followers, [---] engagements


"@But_The_Comps Thanks.though doesn't he have less control/influence now than back when it was a $70+ stock and people presumably weren't bothered"  
[X Link](https://x.com/pemulisking/status/2018492934539129050)  2026-02-03T01:13Z [---] followers, [---] engagements


"@plainyogurt21 @Archimedes20311 Wish we had some of the other endpoints in this NVS study--it's a weird dataset. In any case I think the '825 data are a bit of a fly in the ointment for $AVTX which is otherwise a very clean story. I don't put a ton of weight to it but also tough for me to explain it away"  
[X Link](https://x.com/pemulisking/status/2004943956446958014)  2025-12-27T15:54Z [---] followers, [---] engagements


"Not at all a knock on $OCUL but there is [--] chance a deal happens before their imminent SOL-1 data and the fact that the story doesn't mention SOL-1 at all but talks about a Dupi/Dextenza combo tells you everything you need to know about its credibility"  
[X Link](https://x.com/pemulisking/status/2011787254759342508)  2026-01-15T13:07Z [----] followers, 13.9K engagements


"@plainyogurt21 @BiotechPort Axpaxli is pretty clearly active in DR though equally clearly falls short of Eylea. Think to be bullish you need to believe it's an induction vs. maintenance issue which I think is reasonable"  
[X Link](https://x.com/pemulisking/status/2017301520740401231)  2026-01-30T18:18Z [----] followers, [---] engagements

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