# ![@peter_mantas Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1346216982438416386.png) @peter_mantas Peter Mantas

Peter Mantas posts on X about $twst, $qure, $cmps, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1346216982438416386/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346216982438416386/c:line/m:interactions.svg)

- [--] Week [-------] -23%
- [--] Month [-------] +117%
- [--] Months [---------] +406%
- [--] Year [---------] +162%

### Mentions: [--] [#](/creator/twitter::1346216982438416386/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346216982438416386/c:line/m:posts_active.svg)

- [--] Week [---] +13%
- [--] Month [---] +65%
- [--] Months [---] +94%
- [--] Year [---] +39%

### Followers: [-----] [#](/creator/twitter::1346216982438416386/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346216982438416386/c:line/m:followers.svg)

- [--] Week [-----] +1.70%
- [--] Month [-----] +6.80%
- [--] Months [-----] +73%
- [--] Year [-----] +94%

### CreatorRank: [-------] [#](/creator/twitter::1346216982438416386/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346216982438416386/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  43.56% [finance](/list/finance)  11.88% [technology brands](/list/technology-brands)  5.94% [cryptocurrencies](/list/cryptocurrencies)  2.97%

**Social topic influence**
[$twst](/topic/$twst) #1, [$qure](/topic/$qure) #6, [$cmps](/topic/$cmps) #4, [ai](/topic/ai) 7.92%, [$clpt](/topic/$clpt) #4, [$ghrs](/topic/$ghrs) #2, [in the](/topic/in-the) 5.94%, [agentic](/topic/agentic) #108, [$atai](/topic/$atai) #2, [$csuto](/topic/$csuto) #23

**Top accounts mentioned or mentioned by**
[@contextinvestor](/creator/undefined) [@turb0kat](/creator/undefined) [@noahpetey](/creator/undefined) [@vishinthesea](/creator/undefined) [@meangenebio](/creator/undefined) [@smileysword](/creator/undefined) [@thelapurchaser](/creator/undefined) [@archimedes20311](/creator/undefined) [@clearpath100](/creator/undefined) [@celeritasre](/creator/undefined) [@liv4thebeat](/creator/undefined) [@mike98572986](/creator/undefined) [@ab1001_disciple](/creator/undefined) [@fairpathadvisor](/creator/undefined) [@johnkmason](/creator/undefined) [@nocontexthumans](/creator/undefined) [@borlaug](/creator/undefined) [@circlingbake](/creator/undefined) [@brndmg](/creator/undefined) [@pythiar](/creator/undefined)

**Top assets mentioned**
[Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [uniQure N.V. (QURE)](/topic/$qure) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [GH Research PLC (GHRS)](/topic/$ghrs) [Atai Life Sciences B.V. (ATAI)](/topic/$atai) [Stevanato Group S.p.A. (STVN)](/topic/$stvn) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Moderna Inc (MRNA)](/topic/$mrna) [MaxCyte, Inc. (MXCT)](/topic/$mxct) [Bicara Therapeutics Inc. (BCAX)](/topic/$bcax) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [Illumina, Inc. (ILMN)](/topic/$ilmn) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [GitLab Inc. (GTLB)](/topic/$gtlb) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Mastercard, Inc. (MA)](/topic/$ma) [Costco Hot Dog (COST)](/topic/$cost) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Morgan Stanley (MS)](/topic/morgan-stanley) [McKesson Corporation (MCK)](/topic/$mck) [Evotec SE (EVO)](/topic/evotec-se) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Caribou Biosciences, Inc. (CRBU)](/topic/$crbu) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [4D Molecular Therapeutics Inc. (FDMT)](/topic/$fdmt) [SuperRare (RARE)](/topic/$rare) [Biofrontera Inc. (BFRI)](/topic/$bfri)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$RGNX getting $QURE d at the moment"  
[X Link](https://x.com/peter_mantas/status/2020973027748610068)  2026-02-09T21:28Z [----] followers, [----] engagements


"Here comes the pull through value for automated DBTL systems. $twst https://investors.twistbioscience.com/news-releases/news-release-details/twist-bioscience-launches-next-generation-library-preparation/ https://investors.twistbioscience.com/news-releases/news-release-details/twist-bioscience-launches-next-generation-library-preparation/"  
[X Link](https://x.com/peter_mantas/status/2021213782047924720)  2026-02-10T13:24Z [----] followers, [----] engagements


"Agentic payments are inevitable and $CRCL owns the programmable dollar rail. Probably the most interesting long in payments and tech right now $CRCL Not $V not $MA Agentic AI wont run on bank wires it will run on programmable dollars and CRCL owns that rail. https://t.co/mi8bWERfx7 Probably the most interesting long in payments and tech right now $CRCL Not $V not $MA Agentic AI wont run on bank wires it will run on programmable dollars and CRCL owns that rail. https://t.co/mi8bWERfx7"  
[X Link](https://x.com/peter_mantas/status/2021737485072523388)  2026-02-12T00:05Z [----] followers, [----] engagements


"Hot take: CBER is right on $MRNA"  
[X Link](https://x.com/peter_mantas/status/2021740902159364444)  2026-02-12T00:19Z [----] followers, [----] engagements


"$mru.to (blue) vs. $cost (green) since [----] excluding dividends"  
[X Link](https://x.com/peter_mantas/status/1815932028233056733)  2024-07-24T02:08Z [----] followers, [----] engagements


"@NoContextHumans Honestly cant stand tennis and these player attitudes that permeate the sport"  
[X Link](https://x.com/peter_mantas/status/1933189619312402732)  2025-06-12T15:48Z [----] followers, [----] engagements


"New post on $NRIX. "Time to appreciate the underappreciated". https://backofthenapkinbios.substack.com/p/nurix-therapeutics-an-undervalued https://backofthenapkinbios.substack.com/p/nurix-therapeutics-an-undervalued"  
[X Link](https://x.com/peter_mantas/status/1970176603885019269)  2025-09-22T17:21Z [----] followers, 26.8K engagements


"$MXCT Just noticed this but this is the first time the CFO has bought shares in the open market ever"  
[X Link](https://x.com/peter_mantas/status/1973949815043338307)  2025-10-03T03:14Z [----] followers, [----] engagements


"$MXCT and $MRVI are still worthy candidates if you have duration and patience"  
[X Link](https://x.com/peter_mantas/status/1976344308199624920)  2025-10-09T17:49Z [----] followers, [----] engagements


"Casgevy on the list $mxct FDA has awarded [--] additional National Priority Vouchers. The latest recipients tackle major health challenges: HER2 lung cancer drug-resistant TB in children rectal cancer sickle cell disease and obesity. When companies commit to accessibility and national priorities we https://t.co/LAK7QH07DY FDA has awarded [--] additional National Priority Vouchers. The latest recipients tackle major health challenges: HER2 lung cancer drug-resistant TB in children rectal cancer sickle cell disease and obesity. When companies commit to accessibility and national priorities we"  
[X Link](https://x.com/peter_mantas/status/1986513334301303211)  2025-11-06T19:17Z [----] followers, [----] engagements


"Probably known but here are some my takes as we enter [----] (not that anyone cares): [--]. Yes I think $qure gets approved (under a new pathway) [--]. $twst doubles in [----] [--]. $clpt gets to +$24 in [----] [--]. Big year for $psnl $ilmn $gral in [----] [--]. AI drug discovery will be the hot theme in [----] pay attention to JPM HC [--]. [--]. R&D makes a comeback https://twitter.com/i/web/status/1998059101683679277 https://twitter.com/i/web/status/1998059101683679277"  
[X Link](https://x.com/peter_mantas/status/1998059101683679277)  2025-12-08T15:56Z [----] followers, 22.4K engagements


"Call it my 'year-end' timestamps from the blog. Everything is timestamped to keep it honest. Publication = buy now range. Each post has a distinct PT ('its okay to trim' range). Pure bios are like sardines there's always another one you can buy from the market. I don't go back to an idea unless its incredibly compelling (see: $QURE). Otherwise if it's gone it's gone. Below shows what has hit the PT and the return from post to PT (or to date if has not hit PT): May [--] - $QURE +22% (Dec. 16th re-enter PT upgrade) May [--] - $CYTK +130% (hit + surpass PT) May [--] - $CMPS +62% (has not hit PT yet)"  
[X Link](https://x.com/peter_mantas/status/2003147246217359428)  2025-12-22T16:54Z [----] followers, 22.2K engagements


"For giggles my [----] picks in each category [--] Medtech = $DCTH [--] Life science = $TWST [--] Bio = $QURE [--] big pharma = $BMY"  
[X Link](https://x.com/peter_mantas/status/2003164080065118599)  2025-12-22T18:01Z [----] followers, 22.5K engagements


"Added $GHRS here. Final post of [----]. Outside of $QURE this is my top bio theme for [----]. $GHRS $ATAI $CMPS $MNMD https://t.co/ztNiw0sI6o https://t.co/xjVXsv5i6r Final post of [----]. Outside of $QURE this is my top bio theme for [----]. $GHRS $ATAI $CMPS $MNMD https://t.co/ztNiw0sI6o https://t.co/xjVXsv5i6r"  
[X Link](https://x.com/peter_mantas/status/2008594535023313322)  2026-01-06T17:40Z [----] followers, [----] engagements


"$MRVI +19% ytd"  
[X Link](https://x.com/peter_mantas/status/2008684048210686147)  2026-01-06T23:36Z [----] followers, [----] engagements


"🎯🎯🎯 Started a position $TWST Short term looking for a higher high above $60 12-month target $100 https://t.co/lIKrFzUYZX Started a position $TWST Short term looking for a higher high above $60 12-month target $100 https://t.co/lIKrFzUYZX"  
[X Link](https://x.com/peter_mantas/status/2014009372460933292)  2026-01-21T16:17Z [----] followers, [----] engagements


"Not sure how this slipped by me but uh yeahwe dont own enough $TWST h/t @Borlaug_"  
[X Link](https://x.com/peter_mantas/status/2014363812317561050)  2026-01-22T15:45Z [----] followers, 42.5K engagements


"Don't write about non-bios often but this has to be one of the most obvious setups in software right now and you know how much I like pricing power. $GTLB https://t.co/IzM3kESIi4 https://t.co/IzM3kESIi4"  
[X Link](https://x.com/peter_mantas/status/2014730344663003220)  2026-01-23T16:02Z [----] followers, 48.8K engagements


"I know many think charting is voodoo astrology but man that $csu.to chart is nasty work. This is going lower"  
[X Link](https://x.com/peter_mantas/status/2016550770250830028)  2026-01-28T16:35Z [----] followers, 11.3K engagements


"The RGNX case doesnt change FDA thinking on $QURE. Low-freq AAV integration is a known risk and already baked into regulation. RGNX = [--] asymptomatic pediatric case intracisternal delivery causality unproven. $QURE has zero tumors with up to [--] yrs follow-up using targeted intraparenchymal delivery. This is program-specific scrutiny not an AAV verdict. https://twitter.com/i/web/status/2016674397822865476 https://twitter.com/i/web/status/2016674397822865476"  
[X Link](https://x.com/peter_mantas/status/2016674397822865476)  2026-01-29T00:46Z [----] followers, [----] engagements


"@circling_bake @turb0kat I think $TWST hits triple digits over the next [--] months"  
[X Link](https://x.com/peter_mantas/status/2016703701205827977)  2026-01-29T02:43Z [----] followers, [----] engagements


"The real bear case for $csu.to isnt that AI replaces its software but that agentic workflows bypass it. CSUs value has always been owning human-dependent processes inside niche vertical systems: data entry reconciliation compliance logic reporting and workflow orchestration. Agentic agents sit on top of legacy systems read and write via APIs or screens automate exceptions and move process logic outside the software without requiring a "rip-and-replace". Customers dont churn; they quietly reduce modules seats services etc and tolerance for maintenance price increases. Vertical specificity isnt"  
[X Link](https://x.com/peter_mantas/status/2017080310786117856)  2026-01-30T03:39Z [----] followers, [---] engagements


"Wrote about the hyperscaler interest in $twst specifically DeepMind. BREAKTHOUGH: Google's AI can now read [--] million DNA letters at once. Google's DeepMind has unveiled a revolutionary deep learning model AlphaGenome which can analyze long sequences of DNA with remarkable accuracy. A new peer reviewed study published in Nature AlphaGenome can https://t.co/LrfmVHKUir BREAKTHOUGH: Google's AI can now read [--] million DNA letters at once. Google's DeepMind has unveiled a revolutionary deep learning model AlphaGenome which can analyze long sequences of DNA with remarkable accuracy. A new peer"  
[X Link](https://x.com/peter_mantas/status/2017210282406261072)  2026-01-30T12:16Z [----] followers, 20.2K engagements


"$TWST $GRAL Submits PMA for the Galleri Multi-Cancer Early Detection Test $GRAL Submits PMA for the Galleri Multi-Cancer Early Detection Test"  
[X Link](https://x.com/peter_mantas/status/2017224534416376264)  2026-01-30T13:13Z [----] followers, [----] engagements


"And if $XBI is allowed to make new highs $TWST doesnt mean-revert to the middle it mean-reverts to the extremes. $XBI going to blow past ATHs sooner or later. Strap in. $XBI going to blow past ATHs sooner or later. Strap in"  
[X Link](https://x.com/peter_mantas/status/2017675799260758263)  2026-01-31T19:06Z [----] followers, [----] engagements


"Just wait until we see a true agentic lab (autonomous hypothesis generation continuous DBTL loops overnight reorders no humans in the loop). $TWST"  
[X Link](https://x.com/peter_mantas/status/2017806725802323984)  2026-02-01T03:46Z [----] followers, [----] engagements


"@brn__dmg Yes but better for $twst. $Twst structurally sits underneath everything"  
[X Link](https://x.com/peter_mantas/status/2017808440349876525)  2026-02-01T03:53Z [----] followers, [---] engagements


"Here come the upgrades $twst I love the smell of raised guidance in the morning https://t.co/qvsMFufaEa I love the smell of raised guidance in the morning https://t.co/qvsMFufaEa"  
[X Link](https://x.com/peter_mantas/status/2018385673447677971)  2026-02-02T18:06Z [----] followers, [----] engagements


"$csu.to officially toast wow"  
[X Link](https://x.com/peter_mantas/status/2018704887270326584)  2026-02-03T15:15Z [----] followers, [----] engagements


"@PythiaR Hell yeah $twst"  
[X Link](https://x.com/peter_mantas/status/2018725319528886600)  2026-02-03T16:36Z [----] followers, [----] engagements


"@rebound_capital Vibecoding is not the risk agents are"  
[X Link](https://x.com/peter_mantas/status/2018855755508810098)  2026-02-04T01:14Z [----] followers, [----] engagements


"ATHs for $IONS and $ARWR $IONS: "It's Go Time" -- out tomorrow morning https://t.co/YD5LqLRQeu $IONS: "It's Go Time" -- out tomorrow morning https://t.co/YD5LqLRQeu"  
[X Link](https://x.com/peter_mantas/status/2018871564880552399)  2026-02-04T02:17Z [----] followers, [----] engagements


"Agentic labs are coming and mega bullish $twst Biology today is fragmented across PDFs spreadsheets and databases. Humans stitch results together manually often irreproducibly. Designers got Figma. Analysts got Excel. Software engineers got IDEs. Its time biologists get tools that reflect the way science actually works. https://t.co/if6UREQqQQ Biology today is fragmented across PDFs spreadsheets and databases. Humans stitch results together manually often irreproducibly. Designers got Figma. Analysts got Excel. Software engineers got IDEs. Its time biologists get tools that reflect the way"  
[X Link](https://x.com/peter_mantas/status/2018885600674463762)  2026-02-04T03:13Z [----] followers, [----] engagements


"Theres no need for an AdCom this isnt an advisory level disagreement the FDA believes they can solve this internally. The Type A was granted to provide a new pathway this was in their own PR and known. A Type A in $QUREs context is not Go run a brand-new confined pre-approval trial from scratch. https://twitter.com/i/web/status/2019051617341907240 https://twitter.com/i/web/status/2019051617341907240"  
[X Link](https://x.com/peter_mantas/status/2019051617341907240)  2026-02-04T14:13Z [----] followers, [---] engagements


"Lol you dont invite more shots on goal in a fatal disease unless youve already decided how a goal gets counted and in HD thats AA. $QURE $SRPT Announces Approval of Clinical Trial Application for SRP-1005 Its Investigational Treatment for Huntingtons Disease The first-in-human clinical study of SRP-1005 known as INSIGHTT is expected to begin in Q2. $SRPT Announces Approval of Clinical Trial Application for SRP-1005 Its Investigational Treatment for Huntingtons Disease The first-in-human clinical study of SRP-1005 known as INSIGHTT is expected to begin in Q2"  
[X Link](https://x.com/peter_mantas/status/2019096188763468216)  2026-02-04T17:10Z [----] followers, [----] engagements


"Selling is more likely long-only/growth funds + quants reacting to near-term guide/quarterly softness headlines. Incremental buyers want proof points: Fishers/Latina leverage showing up in margins + clean [----] demand visibility (and less tariff headline risk). I think we will inflect soon. https://twitter.com/i/web/status/2019203499368595763 https://twitter.com/i/web/status/2019203499368595763"  
[X Link](https://x.com/peter_mantas/status/2019203499368595763)  2026-02-05T00:16Z [----] followers, [---] engagements


"AI accounted for 7% of cuts wow. Honestly thats an astronomical number and didnt expect it to be that high considering how early we are. Maybe the bears are right on this one. JANUARY LAYOFFS SURGE TO 17-YEAR HIGH U.S. employers announced [------] layoffs in January up 205% from December and the highest January total since [----] according to Challenger Gray & Christmas. The surge was led by transportation with UPS planning up to [-----] job cuts JANUARY LAYOFFS SURGE TO 17-YEAR HIGH U.S. employers announced [------] layoffs in January up 205% from December and the highest January total since 2009"  
[X Link](https://x.com/peter_mantas/status/2019399033715060923)  2026-02-05T13:13Z [----] followers, 15.4K engagements


"Bought the most $CLPT I have in [--] months it's table pound time"  
[X Link](https://x.com/peter_mantas/status/2019511186669150281)  2026-02-05T20:39Z [----] followers, [----] engagements


"ur not long enough $twst anon We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW"  
[X Link](https://x.com/peter_mantas/status/2019548123144786155)  2026-02-05T23:06Z [----] followers, 26.2K engagements


"$QURE Fabry results about to increase pipeline value. This is strong early signal for target engagement and biological activity in Fabry disease"  
[X Link](https://x.com/peter_mantas/status/2019761374230937604)  2026-02-06T13:13Z [----] followers, [----] engagements


"This is literally DBTL. I said it and posted about this many times before biology is crossing into compute like behaviour. And when biology behaves like compute the best DNA writer becomes the Nvidia of the stack. See Hyperscaler post on how this plays out: $TWST https://backofthenapkinbios.substack.com/p/update-on-hyperscaler-rumors-with https://backofthenapkinbios.substack.com/p/update-on-hyperscaler-rumors-with"  
[X Link](https://x.com/peter_mantas/status/2019773026099737001)  2026-02-06T13:59Z [----] followers, [----] engagements


"Btw this is exactly what you want to see early in a gene therapy: durable dose-dependent -Gal A expression multiple patients off ERT and stable lyso-Gb3. Still early but this is real proof-of-biology and reinforces QUREs AAV platform credibility beyond Huntingtons. $QURE Fabry results about to increase pipeline value. This is strong early signal for target engagement and biological activity in Fabry disease. $QURE Fabry results about to increase pipeline value. This is strong early signal for target engagement and biological activity in Fabry disease"  
[X Link](https://x.com/peter_mantas/status/2019798403559850268)  2026-02-06T15:40Z [----] followers, [----] engagements


"@vishinthesea And $wst yeah"  
[X Link](https://x.com/peter_mantas/status/2019849216261275842)  2026-02-06T19:02Z [----] followers, [---] engagements


"@meangenebio Fair to debate AMT-191 vs ST-920 but lets be precise. Not all [--] ST-920 pts were on ERT dose-dependent ERT withdrawal at QURE isnt established and supraphysiologic -Gal A does not equal proven risk. AMT-191 is early proof-of-biology not an approval readout"  
[X Link](https://x.com/peter_mantas/status/2019852815221280995)  2026-02-06T19:16Z [----] followers, [---] engagements


"Yeah dont worry nobody is going to spend [--] months vibecoding VMS JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work"  
[X Link](https://x.com/peter_mantas/status/2019873814730207274)  2026-02-06T20:40Z [----] followers, [----] engagements


"@BiotechAnalysst Not all [--] ST-920 pts were on ERT dose-dependent ERT withdrawal at QURE isnt established and supraphysiologic -Gal A does not equal proven risk. The results from QURE were to prove the biology works nothing more"  
[X Link](https://x.com/peter_mantas/status/2019891914548429244)  2026-02-06T21:52Z [----] followers, [---] engagements


"The AMT-191 update is being over-debated. This was an early Phase I/IIa proof-of-biology readout not a registrational or competitive efficacy comparison. The goal was to show durable -Gal A expression and the ability to withdraw ERT without biomarker deterioration and on that front the biology clearly works. Questions around dose optimization safety margins and long-term durability are expected next steps not verdicts. $QURE https://twitter.com/i/web/status/2019893913180377523 https://twitter.com/i/web/status/2019893913180377523"  
[X Link](https://x.com/peter_mantas/status/2019893913180377523)  2026-02-06T22:00Z [----] followers, [----] engagements


"@Paul_Heckman_ @A_May_MD Just now"  
[X Link](https://x.com/peter_mantas/status/2019898425618092045)  2026-02-06T22:18Z [----] followers, [---] engagements


"$ARWR $ARWR catalysts: 1) FCS launch quarterly; 2) SHTG pivotal data 3Q; 3) ARO-Dimer-PA data end-of 3Q (expects 40-50% decreases in both TG & LDL); 4) Obesity data throughout [----] for INHBE & ALK7 (we think likely @ADA); 5) early 'MAPT AD HV data (focus on CSF tau KD) in 2H26 (AD pt $ARWR catalysts: 1) FCS launch quarterly; 2) SHTG pivotal data 3Q; 3) ARO-Dimer-PA data end-of 3Q (expects 40-50% decreases in both TG & LDL); 4) Obesity data throughout [----] for INHBE & ALK7 (we think likely @ADA); 5) early 'MAPT AD HV data (focus on CSF tau KD) in 2H26 (AD pt"  
[X Link](https://x.com/peter_mantas/status/2020250329023950895)  2026-02-07T21:36Z [----] followers, [----] engagements


"$BCAX This one is interesting with a data readout Q4 2025/early [----] https://backofthenapkinbios.substack.com/p/bicara-therapeutics-bcax-an-investment https://backofthenapkinbios.substack.com/p/bicara-therapeutics-bcax-an-investment"  
[X Link](https://x.com/peter_mantas/status/1960402755748815264)  2025-08-26T18:03Z [----] followers, 13.4K engagements


"$BCAX slowly moving into JPM $BCAX This one is interesting with a data readout Q4 2025/early [----] https://t.co/PhunW3x3Ek https://t.co/r2qkcwWjLR $BCAX This one is interesting with a data readout Q4 2025/early [----] https://t.co/PhunW3x3Ek https://t.co/r2qkcwWjLR"  
[X Link](https://x.com/peter_mantas/status/2008934374780322179)  2026-01-07T16:10Z [----] followers, [----] engagements


""Lines out the door" $CMPS $GHRS etc Final post of [----]. Outside of $QURE this is my top bio theme for [----]. $GHRS $ATAI $CMPS $MNMD https://t.co/ztNiw0sI6o https://t.co/xjVXsv5i6r Final post of [----]. Outside of $QURE this is my top bio theme for [----]. $GHRS $ATAI $CMPS $MNMD https://t.co/ztNiw0sI6o https://t.co/xjVXsv5i6r"  
[X Link](https://x.com/peter_mantas/status/2009087959551930426)  2026-01-08T02:21Z [----] followers, [----] engagements


"Got asked this a few times but reminder of my top ideas (at some point) this year: [--]. $TWST (goes to +$70 imo) [--]. $QURE (will be the easiest post de-risking long in bio) [--]. The psychedelic inflection ( $GHRS $CMPS $MNMD etc). [--]. $BMY gets its act together [--]. Radiopharm does well in back half ( $CATX $BCYC) [--]. The 'bio-beta' trade continues ( $IONS $ARWR $KRYS $ALNY $CRNX etc) [--]. $CLPT to $25+ [--]. Very good year for bioprocesses like $RGEN [--]. $DCTH to $30 and $CRMD to $20s [--]. Good year for small rare $RGNX $LXEO $FDMT Unlike previous years staple this to your wall for [----] = Molecules are the"  
[X Link](https://x.com/peter_mantas/status/2011607544213713297)  2026-01-15T01:13Z [----] followers, 32.7K engagements


"@SmileysWord $ghrs*"  
[X Link](https://x.com/peter_mantas/status/2013425003123904846)  2026-01-20T01:35Z [----] followers, [---] engagements


"$NRIX this one looking like a spicy setup. +131% since the post timestamp think this runs further. New post on $NRIX. "Time to appreciate the underappreciated". https://t.co/hFaIq9lSqU https://t.co/kA8ccBG0L7 New post on $NRIX. "Time to appreciate the underappreciated". https://t.co/hFaIq9lSqU https://t.co/kA8ccBG0L7"  
[X Link](https://x.com/peter_mantas/status/2014542245693640914)  2026-01-23T03:34Z [----] followers, [----] engagements


"Morgan Stanley upgraded this one on Jan 8th to $36 from $15. This post stamped at $8.43 close. $NRIX New post on $NRIX. "Time to appreciate the underappreciated". https://t.co/hFaIq9lSqU https://t.co/kA8ccBG0L7 New post on $NRIX. "Time to appreciate the underappreciated". https://t.co/hFaIq9lSqU https://t.co/kA8ccBG0L7"  
[X Link](https://x.com/peter_mantas/status/2016248257572217016)  2026-01-27T20:33Z [----] followers, [----] engagements


"@augurbio @floszcrxl Yeah I get it but the signal to date is tied to a specific sponsor/platform. They dont regulate AAV as one monolith. The entire rationale for holding RGX-121 was that its sufficiently similar to RGX-111 to share risk. implicitly acknowledging that similarity matters"  
[X Link](https://x.com/peter_mantas/status/2016706678876504210)  2026-01-29T02:55Z [----] followers, [---] engagements


"@TheLAPurchaser They already use $twst there is no other comp at the speed and scale"  
[X Link](https://x.com/peter_mantas/status/2017284148440789094)  2026-01-30T17:09Z [----] followers, [----] engagements


"Yes $TWST is going higher.the march to +$72 continues This one is a goodie for a Black Friday read. Enjoy the weekend $TWST https://t.co/zVQ703JHdO This one is a goodie for a Black Friday read. Enjoy the weekend $TWST https://t.co/zVQ703JHdO"  
[X Link](https://x.com/peter_mantas/status/2018315521586798842)  2026-02-02T13:28Z [----] followers, 30.8K engagements


"$STVN New post is out (hopefully right near the bottom tick). https://t.co/cOh3hZ6nEY https://t.co/cOh3hZ6nEY"  
[X Link](https://x.com/peter_mantas/status/2018793130204827728)  2026-02-03T21:06Z [----] followers, [----] engagements


"I have written extensively about $QURE since mid-December (see the blog for all the posts) when the stock was around $20 outlining why I believe AMT-130 gets an Accelerated Approval designation. In my opinion the outcome is AA + light PMR implying a price target north of $100 at minimum. We are now weeks (days) away from receiving the Type A meeting minutes. Yesterday someone paid $1.5 million in premium for $QURE April $70 calls which suggests they effectively agree with this thesis. I was obviously not present at the meeting but no rational bettor makes a large out-of-the-money call option"  
[X Link](https://x.com/peter_mantas/status/2018842760842023090)  2026-02-04T00:23Z [----] followers, 20.3K engagements


"Added to $STVN and $CMPS"  
[X Link](https://x.com/peter_mantas/status/2019154867286089923)  2026-02-04T21:03Z [----] followers, [----] engagements


"Instead of worrying about capital allocating software shitcos and AI you couldve just been in the safety trade known as healthcare distributors and related adjacencies $MCK"  
[X Link](https://x.com/peter_mantas/status/2019428916537225260)  2026-02-05T15:12Z [----] followers, [----] engagements


"This post is somewhat controversial but it has been something that's influenced me over the last few years as a new economic mental model. Specifically it's influenced how I think about underwriting durability optionality and what still matters in the value chain. Over the past [---] years weve spent a lot of time thinking about AI not as a technology but as a regime shift and what that means for how we allocate capital. We operate under a framework (more on that below) this post is a reflection of the mental model that underpins our https://t.co/u2P36cYcdF Over the past [---] years weve spent a"  
[X Link](https://x.com/peter_mantas/status/2019452212410196154)  2026-02-05T16:45Z [----] followers, [----] engagements


"Added $CLPT $CMPS $STVN. IYKYK"  
[X Link](https://x.com/peter_mantas/status/2019457980551299446)  2026-02-05T17:07Z [----] followers, [----] engagements


"$STVN going higher"  
[X Link](https://x.com/peter_mantas/status/2019845949942616314)  2026-02-06T18:49Z [----] followers, [----] engagements


"Have pounded the table on this one through multiple posts since end of Q4 [----]. $TWST at $25 was $CLPT at $6. Will have an updated timestamp shortly. Still early on the path to triple digits. Always on the hunt for the next big idea next batter up is $CLPT and $QURE. Backed by requests here is a short primer on $TWST: "As the volume of AI-generated binders explodes the demand for Twists rapid low-cost and high-throughput DNA synthesis platform is poised to grow in lockstep.With a highly scalable manufacturing platform already in https://t.co/vukbcU8kwF Backed by requests here is a short"  
[X Link](https://x.com/peter_mantas/status/2019967209528082582)  2026-02-07T02:51Z [----] followers, 13.6K engagements


"In biotech investing: "Traditional momentum metric does not work at all." This is a very very different sector to all other sectors in the market"  
[X Link](https://x.com/peter_mantas/status/2020893959074001192)  2026-02-09T16:14Z [----] followers, [----] engagements


"@Archimedes20311 @taeyoon43334145 @ClearPath100 that's not the reason for the CRL"  
[X Link](https://x.com/peter_mantas/status/2020988591267074164)  2026-02-09T22:30Z [----] followers, [---] engagements


"@4drant @JerryCap Replace people with agent. Thats your bear case. Dive deeper into that framework. New entrant vibe coding isnt what one should worry about"  
[X Link](https://x.com/peter_mantas/status/2021634279412052037)  2026-02-11T17:15Z [----] followers, [---] engagements


"FDA review standards evolve with ACIP recommendations and prevailing best standard of care. $MRNA was expected to align with current practice (rather than historical guidance documents). So for [--] patients enhanced vaccines (high-dose/adjuvanted) are the prevailing best standard of care that should have been used for a control. $MRNA used a standard-dose unadjuvanted quadrivalent influenza vaccine as the comparator not a high-dose or adjuvanted vaccine. https://twitter.com/i/web/status/2021784571985973631 https://twitter.com/i/web/status/2021784571985973631"  
[X Link](https://x.com/peter_mantas/status/2021784571985973631)  2026-02-12T03:12Z [----] followers, [---] engagements


"Hes right that $MRNA ran a [--] study vs high-dose flu (Fluzone HD) and reported superior immunogenicity. But the pivotal efficacy study submitted to the FDA used a standard-dose comparator. Immunogenicity pivotal relative efficacy (rVE) and comparator adequacy is judged on the pivotal efficacy package. https://twitter.com/i/web/status/2021792193120264500 https://twitter.com/i/web/status/2021792193120264500"  
[X Link](https://x.com/peter_mantas/status/2021792193120264500)  2026-02-12T03:43Z [----] followers, [---] engagements


"$EVO (Evotec SE)"  
[X Link](https://x.com/peter_mantas/status/1750541458765918279)  2024-01-25T15:29Z [----] followers, [----] engagements


"Thanks to everyone for all the feedback and without further ado here is my new blog focused on my highest conviction highly digestible and immediately actionable bio ideas. Simple yet focused on minimizing errors. "Back of the Napkin Bios" Great ideas don't come very often so we will start with an immediate one $QURE. Enjoy https://backofthenapkinbios.substack.com/ https://backofthenapkinbios.substack.com/"  
[X Link](https://x.com/anyuser/status/1927114087797776425)  2025-05-26T21:26Z [----] followers, 82.9K engagements


"Backed by requests here is a short primer on $TWST: "As the volume of AI-generated binders explodes the demand for Twists rapid low-cost and high-throughput DNA synthesis platform is poised to grow in lockstep.With a highly scalable manufacturing platform already in place Twist is earning incremental gross margins in the range of 75-80% on each additional dollar of revenue with limited new operating expenditure required." https://backofthenapkinbios.substack.com/p/twist-bioscience-the-printing-press https://backofthenapkinbios.substack.com/p/twist-bioscience-the-printing-press"  
[X Link](https://x.com/anyuser/status/1973808807919661439)  2025-10-02T17:54Z [----] followers, 37.9K engagements


"Updated timestamps from the blog: May [--] - $QURE +260% May [--] - $CYTK +84% May [--] - $CMPS +44% June [--] - $ARWR +108% June [--] - $IONS +94% June [--] - $CRBU +74% June [--] - $RARE -16% (Q4 data) June [--] - $RGNX +26% July [--] - $BFRI +46% July [--] - $BCYC +19% Aug [--] - $LXEO +50% Aug [--] - $FDMT +59% Aug [--] - $CRNX +38% Aug [--] - $BCAX +47% Sept [--] - $NRIX +8.5% (recently posted)"  
[X Link](https://x.com/anyuser/status/1973967659520622956)  2025-10-03T04:25Z [----] followers, 13.7K engagements


"biotech revolution"  
[X Link](https://x.com/anyuser/status/1980349332919619664)  2025-10-20T19:04Z [----] followers, [----] engagements


"To pull the rug on Huntingtons patients like that after strong data is truly shameful. Embarrassing stuff coming out of the @US_FDA"  
[X Link](https://x.com/anyuser/status/1985335256472510588)  2025-11-03T13:16Z [----] followers, 52.2K engagements


"For those new to following me this blog contains my highest conviction ideas in the space. All my picks and returns are timestamped. Consider subscribing for your sliver. My current best ideas for [----] are $TWST in LST $QURE $CMPS (and the basket) $CATX in bios $DCTH $CLPT $CRMD in medtech-land. As you know I have been a $CLPT bull and continue to be one. I have pounded the table at the lows in the single digits and it's only a matter of before this goes to high double digits and into triple digits over time. Being close to the company and it's suppliers I can assure you the right team is in"  
[X Link](https://x.com/peter_mantas/status/2005832531782877477)  2025-12-30T02:45Z [----] followers, 23.2K engagements


"Post on $GHRS $CMPS etc below Added $GHRS here. Added $GHRS here"  
[X Link](https://x.com/peter_mantas/status/2008928591514390657)  2026-01-07T15:47Z [----] followers, [----] engagements


"Added $qure and $cmps Final post of [----]. Outside of $QURE this is my top bio theme for [----]. $GHRS $ATAI $CMPS $MNMD https://t.co/ztNiw0sI6o https://t.co/xjVXsv5i6r Final post of [----]. Outside of $QURE this is my top bio theme for [----]. $GHRS $ATAI $CMPS $MNMD https://t.co/ztNiw0sI6o https://t.co/xjVXsv5i6r"  
[X Link](https://x.com/peter_mantas/status/2009285733249417529)  2026-01-08T15:27Z [----] followers, [----] engagements


"Hypothetical return of an uncapped $100k portfolio that purchased every timestamped post on the blog since launch; +87.9%. Names like $TWST will carry greater weighting due to less binary risk conviction and compounding nature. Obviously subject to changes in allocation. Call it my 'year-end' timestamps from the blog. Everything is timestamped to keep it honest. Publication = buy now range. Each post has a distinct PT ('its okay to trim' range). Pure bios are like sardines there's always another one you can buy from the market. I don't go Call it my 'year-end' timestamps from the blog."  
[X Link](https://x.com/peter_mantas/status/2011847445991379050)  2026-01-15T17:06Z [----] followers, 25.4K engagements


"Added $CMPS https://t.co/egVGeA1K13 https://t.co/egVGeA1K13"  
[X Link](https://x.com/peter_mantas/status/2015839716310933655)  2026-01-26T17:30Z [----] followers, [----] engagements


"$CMPS (along with the other psychedelics) will end up being better businesses than given credit for. Top theme/pick this year outside of $QURE and $TWST. Recent meetings with management are giving a glimpse of what this world will look like. https://t.co/egVGeA1K13 https://t.co/egVGeA1K13"  
[X Link](https://x.com/peter_mantas/status/2016176726666064048)  2026-01-27T15:49Z [----] followers, [----] engagements


"If youre bullish any of these: [--]. AI + genomics; [--]. functional interpretation of non-coding DNA; [--]. design-heavy biology $TWST is the only clean expression for your beta You cant buy: $ILMN (wrong side of the value chain) $PACB (read not write) $CRSP (and related) names (application risk binary) Tools ETFs etc (diluted) The only public game in town. https://twitter.com/i/web/status/2017284947908956374 https://twitter.com/i/web/status/2017284947908956374"  
[X Link](https://x.com/peter_mantas/status/2017284947908956374)  2026-01-30T17:13Z [----] followers, 10.7K engagements


"$CRMD here we go: Board approves a $75 million share repurchase program authorized through December [--] [----]. The buyback represents approximately 12% of the company's market cap with purchases expected to begin as early as the first quarter of [----] funded by its existing cash New post; short and sweet and more 'medtech' which I like for sizing reasons - $CRMD. https://t.co/KfXDISkjKe https://t.co/HjMRM4XR3Q New post; short and sweet and more 'medtech' which I like for sizing reasons - $CRMD. https://t.co/KfXDISkjKe https://t.co/HjMRM4XR3Q"  
[X Link](https://x.com/peter_mantas/status/2018369413901164564)  2026-02-02T17:02Z [----] followers, [----] engagements


"🤔 Somebody always knows : The blatant out loud buyer in the $QURE April $70 calls checkem out the stocks $24 Somebody always knows : The blatant out loud buyer in the $QURE April $70 calls checkem out the stocks $24"  
[X Link](https://x.com/peter_mantas/status/2018381609565553125)  2026-02-02T17:50Z [----] followers, [----] engagements


"Added more $CMPS https://t.co/egVGeA1K13 https://t.co/egVGeA1K13"  
[X Link](https://x.com/peter_mantas/status/2018715592916709664)  2026-02-03T15:57Z [----] followers, [----] engagements


"An important article to check out amidst the bloodbath rn $gtlb $snow $ddog $csu.to etc https://t.co/UQp2WING41 https://t.co/UQp2WING41"  
[X Link](https://x.com/peter_mantas/status/2018721770065342828)  2026-02-03T16:22Z [----] followers, 47.2K engagements


"@WimalSamara Right but the base case is Standard Priority View. $CMPS has had Breakthrough Therapy status since [----] which practically guarantees them Standard Priority Review (6 months) anyway. Would be surprised if they got anything else"  
[X Link](https://x.com/peter_mantas/status/2019024903484440777)  2026-02-04T12:27Z [----] followers, [---] engagements


"One of many pieces on $TWST written at the end of Q4 [----]. IYKYK. Short update on what's going on with $GOOG and $TWST https://t.co/DiZtRjh5NX Short update on what's going on with $GOOG and $TWST https://t.co/DiZtRjh5NX"  
[X Link](https://x.com/peter_mantas/status/2019156401625477268)  2026-02-04T21:09Z [----] followers, [----] engagements


"Updated timestamp to include additional psychedelics ( $GHRS $ATAI etc) $STVN (as of Feb 3) additional $QURE. $IONS with a brand new high as of today. +100.1% from May [--] start date. Hypothetical return of an uncapped $100k portfolio that purchased every timestamped post on the blog since launch; +87.9%. Names like $TWST will carry greater weighting due to less binary risk conviction and compounding nature. Obviously subject to changes in allocation. https://t.co/bq7Q6iTt2q Hypothetical return of an uncapped $100k portfolio that purchased every timestamped post on the blog since launch;"  
[X Link](https://x.com/peter_mantas/status/2019989811210428927)  2026-02-07T04:21Z [----] followers, [----] engagements


"A bit longer than usual but had to get this out considering recent developments. "How $RGNX got $QURE 'd: A Regulatory Regime Change in CNS Gene Therapy" $CLPT and Upstaza mentioned. Regulatory inflection point for the first mover"  
[X Link](https://x.com/peter_mantas/status/2021062559403479353)  2026-02-10T03:23Z [----] followers, [----] engagements


"Link: https://backofthenapkinbios.substack.com/p/how-rgnx-got-qured-a-regulatory-regime https://backofthenapkinbios.substack.com/p/how-rgnx-got-qured-a-regulatory-regime"  
[X Link](https://x.com/peter_mantas/status/2021064272298848547)  2026-02-10T03:30Z [----] followers, [----] engagements


"Post below wrote about the Isomorphic $GOOG relationship with $TWST in late [----]. Proximity is the edge. Really huge: Isomorphic Labs unveiled its IsoDDE engine claiming 2+ accuracy gains over AlphaFold [--] [---] better antibody predictions and binding-affinity results that beat physics-based gold standards all at a fraction of the time and cost. The platform generalizes to truly https://t.co/YHQkZJx4Ct Really huge: Isomorphic Labs unveiled its IsoDDE engine claiming 2+ accuracy gains over AlphaFold [--] [---] better antibody predictions and binding-affinity results that beat physics-based gold"  
[X Link](https://x.com/peter_mantas/status/2021292054580547872)  2026-02-10T18:35Z [----] followers, [----] engagements


"Sometimes in life your alpha becomes beta and your beta becomes alpha"  
[X Link](https://x.com/peter_mantas/status/2021304400690483503)  2026-02-10T19:24Z [----] followers, [----] engagements


"$CSU.TO is a starter buy at 10x FCF"  
[X Link](https://x.com/peter_mantas/status/2021633060039438683)  2026-02-11T17:10Z [----] followers, 13.8K engagements


"@LuckyPenguin10 @turb0kat Yup CP2 is right. The multi chain infrastructure that moves programmable dollars across all chains is likely a better bet than one programmable chain"  
[X Link](https://x.com/peter_mantas/status/2021936910348755124)  2026-02-12T13:18Z [----] followers, [---] engagements


"@CeleritasRe Its an interesting question. I think stablecoins are fragile until proven durable in stress cycles. For example USDC survived [----] and the SVB shock and remained systemically relevant. I think the winner will be whos the most trusted under pressure"  
[X Link](https://x.com/peter_mantas/status/2021938520202653711)  2026-02-12T13:24Z [----] followers, [---] engagements


"Sorry but these guys are asleep at the wheel. NGMI if $crm and $now are your best ideas"  
[X Link](https://x.com/peter_mantas/status/2022117353698496581)  2026-02-13T01:15Z [----] followers, 26.6K engagements


"Have pounded the table many times in Q4'25 so this will be one of the final posts on it. There is only one game in the public markets for agentic throughput and it's $TWST Evaluate accordingly"  
[X Link](https://x.com/peter_mantas/status/2022393078934573212)  2026-02-13T19:30Z [----] followers, [----] engagements

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