# ![@pick1998_2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::425402956.png) @pick1998_2 Nick zheng

Nick zheng posts on X about $xbi, stocks, $srpt, $janx the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::425402956/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::425402956/c:line/m:interactions.svg)

- [--] Week [-----] +107%
- [--] Month [------] -52%
- [--] Months [-------] +101%
- [--] Year [-------] +392%

### Mentions: [--] [#](/creator/twitter::425402956/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::425402956/c:line/m:posts_active.svg)

- [--] Week [--] +65%
- [--] Month [--] +40%
- [--] Months [---] +99%
- [--] Year [---] +542%

### Followers: [-----] [#](/creator/twitter::425402956/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::425402956/c:line/m:followers.svg)

- [--] Week [-----] -0.10%
- [--] Month [-----] +0.14%
- [--] Months [-----] +12%
- [--] Year [-----] +18%

### CreatorRank: [---------] [#](/creator/twitter::425402956/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::425402956/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [vc firms](/list/vc-firms)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$xbi](/topic/$xbi), [stocks](/topic/stocks), [$srpt](/topic/$srpt), [$janx](/topic/$janx), [$ntla](/topic/$ntla), [$pgen](/topic/$pgen), [data](/topic/data), [$afmd](/topic/$afmd), [$etnb](/topic/$etnb), [money](/topic/money)

**Top accounts mentioned or mentioned by**
[@fireworkstrades](/creator/undefined) [@jfais20](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@rnaianalyst](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@thebiotechbear](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@miranunes70748](/creator/undefined) [@jacobplieth](/creator/undefined) [@michaelbi6](/creator/undefined) [@jul05310473john](/creator/undefined) [@bioclouseau](/creator/undefined) [@mattnachtrab](/creator/undefined) [@respekchemistry](/creator/undefined) [@anonym64382296](/creator/undefined) [@jmaraganore](/creator/undefined) [@tommygentiletti](/creator/undefined) [@mysteriousmole1](/creator/undefined) [@biotechanalysst](/creator/undefined) [@bowtiedbiotech](/creator/undefined)

**Top assets mentioned**
[Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Pfizer, Inc. (PFE)](/topic/$pfe) [Achilles Therapeutics Plc (ACHL)](/topic/$achl) [Akropolis (AKRO)](/topic/$akro) [LAVA Therapeutics BV (LVTX)](/topic/$lvtx) [GH Research PLC (GHRS)](/topic/$ghrs) [Eli Lilly and Company (LLY)](/topic/$lly) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Bluefin (BLUE)](/topic/$blue) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [PMV Pharmaceuticals, Inc. (PMVP)](/topic/$pmvp) [uniQure N.V. (QURE)](/topic/$qure) [Novo-Nordisk (NVO)](/topic/$nvo) [Moderna Inc (MRNA)](/topic/$mrna) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [ADC Therapeutics SA (ADCT)](/topic/$adct) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Turnstone Biologics Corp. (TSBX)](/topic/$tsbx) [Inhibrx, Inc. (INBX)](/topic/$inbx) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Sigilon Therapeutics, Inc.  (SGTX)](/topic/$sgtx) [Kyverna Therapeutics, Inc. (KYTX)](/topic/$kytx) [SuperRare (RARE)](/topic/$rare) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Mist (MIST)](/topic/$mist)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$KYTX gap is filling after 2nd offering at cheap price (those long term investors were partially compensated). Why all my shares are loaned out Hard to believe. $KYTX will commercialized first CART for autoimmune disease. And this is clearly a bull market. Why still short it"  
[X Link](https://x.com/pick1998_2/status/2004657573140804044)  2025-12-26T20:56Z [----] followers, [----] engagements


"$KYTX added"  
[X Link](https://x.com/pick1998_2/status/2011456602327716026)  2026-01-14T15:13Z [----] followers, [----] engagements


"$CRVS quite good data as an oral pill for AD. Phase II trial as a 2nd line therapy for AD may be a wise choice: easy to get approved first. Then expand to front line. This stock should be worth over a billion"  
[X Link](https://x.com/pick1998_2/status/2013596493471502446)  2026-01-20T12:56Z [----] followers, [----] engagements


"RT @HOThomasWPhelps: $CRVS comparing their EASI-75 data w/ approved therapies"  
[X Link](https://x.com/pick1998_2/status/2013615433937469544)  2026-01-20T14:11Z [----] followers, [--] engagements


"$CRVS one of best CCs among hundreds that I have listened to. A good stock to keep for a long term. Very refreshing"  
[X Link](https://x.com/pick1998_2/status/2013616087469085152)  2026-01-20T14:14Z [----] followers, [----] engagements


"$APVO ultra low float (1M shares) and it has cash to move forward. It could be exploding anytime. Keep an eye on it. A very promising platform that is worth much more"  
[X Link](https://x.com/pick1998_2/status/2013654350686756957)  2026-01-20T16:46Z [----] followers, [----] engagements


"$MRNA $NTLA both are recovering steadily. Both are leaders the former in mRNA medicines the latter in in-vivo gene therapy. Leaders lead"  
[X Link](https://x.com/pick1998_2/status/2013985194504864084)  2026-01-21T14:41Z [----] followers, [----] engagements


"$MRNA 45; $NTLA [--]. Huge room to run up"  
[X Link](https://x.com/pick1998_2/status/2013987548356640972)  2026-01-21T14:50Z [----] followers, [----] engagements


"$NTLA shorts are brave of course. Don't they see in-vivo gene editing is the ultimate answer to many genetic diseases It is the overall benefit/risk ratio of many pts not a single pt"  
[X Link](https://x.com/pick1998_2/status/2014341027784687939)  2026-01-22T14:15Z [----] followers, [----] engagements


"$NTLA FDA has lifted clinical hold on ATTRv-PN. It comes so quickly. This stock is going to recover and touch new highs in no time. in-vivo gene editing is the ultimate solution to many genetic diseases and FDA clearly tells it. Hold $NTLA tight do not sell it cheap"  
[X Link](https://x.com/pick1998_2/status/2016140408787735010)  2026-01-27T13:25Z [----] followers, [----] engagements


"$NTLA has Adam F come with some comments on the lifting of the clinical hold yet"  
[X Link](https://x.com/pick1998_2/status/2016141499537490287)  2026-01-27T13:29Z [----] followers, [----] engagements


"$NTLA over 40M shares short. Insane"  
[X Link](https://x.com/pick1998_2/status/2016143622690013549)  2026-01-27T13:37Z [----] followers, [----] engagements


"$XBI looks to go up. Two acquisitions today of total four this year in my book: $ZGNX by USB in Jan $BDSI by $COLL in Feb and $ARTS by $HALO and $SRRA by $GSK today. Hope to see more acquisitions after valuation of small-mid biotech has crashed.Big bio and pharm are doing well"  
[X Link](https://x.com/pick1998_2/status/1514266756990316556)  2022-04-13T15:38Z [----] followers, [--] engagements


"$ACHl decides to liquidate and return cash (1.5 [-----] per share). Wise decision. Many failed biotech companies should follow. Do not throw shareholders' money to bottomless holes only to enrich the CxOs"  
[X Link](https://x.com/pick1998_2/status/1886767654716719318)  2025-02-04T13:23Z [----] followers, [----] engagements


"$ACHL [----]. Only two more days before being delisted/liquidated. Will $LVTX and $TSBX bring good luck in this relentless bear market of biotech sector"  
[X Link](https://x.com/pick1998_2/status/1902031759644237875)  2025-03-18T16:18Z [----] followers, [----] engagements


"$ACHL received 1st payout after liquidation nearly [--] months after general meeting. 1st payout per share is $1.48368 minus ADR mgmt fee $0.025 net $1.45868. Last trading price on 3/20/25 is [----]. Basically any future payouts will be extra gain. $THRD $ITOS are liquidatingtoo"  
[X Link](https://x.com/pick1998_2/status/1933176680404906154)  2025-06-12T14:56Z [----] followers, [----] engagements


"$TSBX acquired by $XOMA for $0.34 cash plus CVR. No info about the CVR. Why the PR does not say something about this CVR I have not found any SEC doc at EDGAR. Anyone knows more"  
[X Link](https://x.com/pick1998_2/status/1938564080702468400)  2025-06-27T11:44Z [----] followers, [----] engagements


"$TSBX is a disappointment. CVR offered by $XOMA is priced at [--] cent only. So I am buying it"  
[X Link](https://x.com/pick1998_2/status/1938624027012313218)  2025-06-27T15:42Z [----] followers, [---] engagements


"$PMVP why this stock is still trading at half of net cash"  
[X Link](https://x.com/pick1998_2/status/1970942889300722037)  2025-09-24T20:06Z [----] followers, [----] engagements


"$PMVP may not have a truly cancer-type-agnostic treatment which is over-optimistic for p53 target but after decades of work on p53 we finally have a reasonable treatment for tough-to-treat ovarian cancer or selected cancers. p53 works for most of cancers but not equally. BUY"  
[X Link](https://x.com/pick1998_2/status/1975199805585707247)  2025-10-06T14:01Z [----] followers, [----] engagements


"$PMVP I keep adding it. p32 may see light in the tunnel after decades of research. I know that most are still skeptical"  
[X Link](https://x.com/pick1998_2/status/1981021344180338830)  2025-10-22T15:34Z [----] followers, [----] engagements


"$INBX liver toxicity is known for Ozekibart (INBRX-109). From data presented (slides on its website) pI trial: there were [--] fatal cases of n=229; pII trial: single fatal case of n=206 and this single case occured in early stage before better screening. So it appears manageable"  
[X Link](https://x.com/pick1998_2/status/1986445671852089744)  2025-11-06T14:48Z [----] followers, [----] engagements


"$PMVP This is an overlooked biotech stock working tirelessly on old story/promising target (p53). Positive data have finally come to light and NDA is expected in [---] year. And because it is ignored it is undervalued (selling under cash). Be long and hold a good position"  
[X Link](https://x.com/pick1998_2/status/1986920967508271372)  2025-11-07T22:17Z [----] followers, [----] engagements


"$NEUP realized that my order at [---] was filled. What a steal. And interestingly all my shares at Fidelity are lent out today. WOW amazing. Why short this tiny biotech stock without option protection Hard to understand the risk/reward potential to make a short decision"  
[X Link](https://x.com/pick1998_2/status/1989372973703467279)  2025-11-14T16:40Z [----] followers, [----] engagements


"@fireworkstrades I keep adding $PMVP. A rare one that has good potential (NDA filing in 1H27) at low valuation. Better to have some stocks that are "safe" even during a strong bull market. $NEUP is also of my interest. This one could be my 2nd $SPRB (my wish :-)My tops: $VSTM $OMER $REPL $PGEN"  
[X Link](https://x.com/pick1998_2/status/1993780880658321435)  2025-11-26T20:36Z [----] followers, [----] engagements


"@TheBiotechBear because $NEUP still has an interesting program and should be valued much more"  
[X Link](https://x.com/pick1998_2/status/1995558833369104678)  2025-12-01T18:21Z [----] followers, [---] engagements


"$NEUP I vote for Lynx1. Management is incompetent. Realize better value for shareholders. https://ir.neuphoriatx.com/news-releases/news-release-details/neuphoria-provides-facts-exposes-false-narratives-response-lynx1 https://ir.neuphoriatx.com/news-releases/news-release-details/neuphoria-provides-facts-exposes-false-narratives-response-lynx1"  
[X Link](https://x.com/pick1998_2/status/1995570077832523899)  2025-12-01T19:05Z [----] followers, [----] engagements


"@fireworkstrades $OMER and $FULC are offering better price but I have enough. I added some $NTLA a higher risk higher reward stock believing it has fundamentally right direction for the future genetic disease"  
[X Link](https://x.com/pick1998_2/status/2008638002822783183)  2026-01-06T20:33Z [----] followers, [---] engagements


"$SRPT $NTLA are two biotech stocks that I bet will do well in [----] and beyond. $SRPT is transforming into a new biotech. $NTLA will re-establish its leadership in in-vivo gene therapy"  
[X Link](https://x.com/pick1998_2/status/2012199510600974351)  2026-01-16T16:25Z [----] followers, [----] engagements


"$PMVP has biotech community forgotten the value of p53 Added some today"  
[X Link](https://x.com/pick1998_2/status/2012203179262288266)  2026-01-16T16:39Z [----] followers, [---] engagements


"$SRPT 📷 So misleading by @adamfeuerstein: In this morning's press release this is all that $SRPT discloses about Elevidys safety one year after liver toxicity liver-injury related hospitalizations and deaths due to acute liver failure nearly ended the gene therapy"  
[X Link](https://x.com/pick1998_2/status/2015788050203480485)  2026-01-26T14:04Z [----] followers, [----] engagements


"Does he notice the difference between ambulatory and non-ambulatory DMD boys $SRPT is going to recover steadily"  
[X Link](https://x.com/pick1998_2/status/2015788383453495719)  2026-01-26T14:06Z [----] followers, [----] engagements


"$XBI bounces back. Added two stocks: $PGEN and $CMPS. We will watch the last quarter sales from $PGEN and phase III data from $CMPS (which is almost certain to be positive)"  
[X Link](https://x.com/pick1998_2/status/2019819751648948677)  2026-02-06T17:05Z [----] followers, [----] engagements


"$XBI is shining after [--] years of bear market"  
[X Link](https://x.com/anyuser/status/1914367086232789053)  2025-04-21T17:14Z [----] followers, [----] engagements


"@AaronRosenblum5 they may have overcome toxicity issues of DR5 and it is expandable to other cancers. I expect supplemental applications following first approval. A platform is worth billions. $INBX"  
[X Link](https://x.com/pick1998_2/status/1995562350221688904)  2025-12-01T18:35Z [----] followers, [---] engagements


"$INBX [--] amazingly runs well. Not too late to buy at 40s after positive data were released. Keep it long until it is acquired. They have pretty Unique drugs among years of failures. My conviction: Biotech is hard to die; Phoenix arises from ash"  
[X Link](https://x.com/pick1998_2/status/1996607233128554636)  2025-12-04T15:47Z [----] followers, [----] engagements


"$RCKT $CMPS are two stocks I think are good for [----]. Low risk high potential reward. They are priced cheaply (getting harder to find low-valued biotech stocks). $RCKT is low because of bad yr for gene therapy but it has a deep pipeline. $CMPS is leader in psychedelic sector"  
[X Link](https://x.com/pick1998_2/status/2003859087298339174)  2025-12-24T16:03Z [----] followers, [----] engagements


"$MREO [---] priced more likely for a failure. What if a sort of mixed result such as p=0.055 narrowly missed stat sig test Very high option premiums a true binary event to watch closely"  
[X Link](https://x.com/pick1998_2/status/2003863323029516473)  2025-12-24T16:20Z [----] followers, [----] engagements


"@MiraNunes70748 possible but I doubt unless $RARE is interested in $MREO pipeline. Often management wants to spread its risks rather bites its own wound"  
[X Link](https://x.com/pick1998_2/status/2011464143270990049)  2026-01-14T15:43Z [----] followers, [---] engagements


"@jfais20 $XBI biotech is a fashion now. Shorts got burned: $CRVS $IBRX $MRNA $NTLA. Yes Good for $XBI"  
[X Link](https://x.com/pick1998_2/status/2014340291969568884)  2026-01-22T14:12Z [----] followers, [---] engagements


"$JANX is one of few bio stocks of promising platform that is trading under cash value. It was my big winner in [--] then worst performer in [--]. Will [--] a recovery I am still long from single digit. Missed a good time to taking huge profits. Greed/tax could be a source of regret"  
[X Link](https://x.com/pick1998_2/status/2014344441197396139)  2026-01-22T14:28Z [----] followers, [----] engagements


"$JANX nearly a billion dollar collaboration with BMS but only $50M upfront"  
[X Link](https://x.com/pick1998_2/status/2014360757006487859)  2026-01-22T15:33Z [----] followers, [----] engagements


"$KYTX $MIST year-end positioning for [----]. Both are selling-off after positive news. Initiated long positions. $MIST has a drug that is badly needed expecting successful commercialization. I have first-handed experiences. Low valuation"  
[X Link](https://x.com/pick1998_2/status/2001312193577652237)  2025-12-17T15:23Z [----] followers, [----] engagements


"$MIST added. This is a low-risk bio stock I like. Any median biotech fund or specialty pharm may buy it out"  
[X Link](https://x.com/pick1998_2/status/2003861530258137562)  2025-12-24T16:13Z [----] followers, [----] engagements


"@fireworkstrades Hard to find cheap ones. Maybe $LQDA I am long. There is a risk: court decision is looming. The bull case: better drug than $UTHR even unfavorable court decision on [---] patent and thus PH-ILD market gets hit but Yutrepia dominates PAH market. Doctor can still write for PH-ILD"  
[X Link](https://x.com/pick1998_2/status/2014381193442283652)  2026-01-22T16:54Z [----] followers, [---] engagements


"$FMTX another acquisition. I see good sign for small-mid biotech stocks with good technology and/or approved products. $BLUE $CTIC $MRNS are still under 1B valuation"  
[X Link](https://x.com/pick1998_2/status/1565360318569922561)  2022-09-01T15:25Z [----] followers, [--] engagements


"$SMMT those $PCYC executives are smart betting on Akeso Therapeutics just two years ago by paying $500M for ivonescimab a bispecific mAb to PD-L1 and VEGF. Phase III showed it beats Keytruda in head-to-head trial. This stock may climb to 20B or higher. Shorts better cover now"  
[X Link](https://x.com/pick1998_2/status/1796269697144660280)  2024-05-30T19:57Z [----] followers, [----] engagements


"$XBI [---] a great year much better than most long term biotech investors would have expected. Any cheap bio stocks to recommend to buy before [----] is over Thanks"  
[X Link](https://x.com/pick1998_2/status/2006388787946123557)  2025-12-31T15:35Z [----] followers, [----] engagements


"$MIST added at [---]. A steal under 2"  
[X Link](https://x.com/pick1998_2/status/2011456968221937858)  2026-01-14T15:14Z [----] followers, [----] engagements


"$NEUP $PMVP are two tiny biotech to have. Low risk huge rewards though not so much like $SPRB (I am sitting over 10M profit on paper)"  
[X Link](https://x.com/pick1998_2/status/1988344634062577836)  2025-11-11T20:34Z [----] followers, [----] engagements


"@JacobPlieth 100% surprise oh this is biotech fashion is part of business. $TIL"  
[X Link](https://x.com/pick1998_2/status/2008544538089189448)  2026-01-06T14:21Z [----] followers, [---] engagements


"$UPB only 8s a huge loss from 25-30 before the phase II data release of Asthma trial data worse than most clinical failures. Market for a small biotech stock is cruel. Little value after about 300M cash Time to buy"  
[X Link](https://x.com/pick1998_2/status/2022408855582577072)  2026-02-13T20:33Z [----] followers, [----] engagements


"@fireworkstrades holding $SRPT but no $QURE. Maybe we should take a 9-month vacation until end of September each year to trade biotech stocks"  
[X Link](https://x.com/pick1998_2/status/2022417396288614691)  2026-02-13T21:07Z [----] followers, [----] engagements


"$PRAN for $7.5M the existing shares will be diluted by half. Does it mean $PRAN is valued for roughly $7.5M before dilution If so trading at $2 per share it maybe over-priced for 200% or more Just my quick estimate. Interesting"  
[X Link](https://x.com/pick1998_2/status/1080485131373047809)  2019-01-02T15:25Z [----] followers, [--] engagements


"$NLNK - $LUMO by r-merger. Oral hGH good luck. Even injectable has claimed a victim ($VSAR now $ARAV). In addition $ASND already has a working long-acting one. No more daily injection"  
[X Link](https://x.com/pick1998_2/status/1178774669911973888)  2019-09-30T20:52Z [----] followers, [--] engagements


"$AIM we must love this biotech stock. There is nothing complicated for Ampligen. It cures every things from SARS to WuHan new coronavirus from fatigue to cancers . And isn't $AIM a new name of $HEB as 2019-nCov a new name of SARS :-)"  
[X Link](https://x.com/pick1998_2/status/1227232094734049281)  2020-02-11T14:05Z [----] followers, [--] engagements


"$STML $VSTM they are valued similarly and both have FDA approved oncology assets. $STML is acquired at 150% premium. How about $VSTM after a 60% cut"  
[X Link](https://x.com/anyuser/status/1257285515826454528)  2020-05-04T12:26Z [----] followers, [--] engagements


"$ATHE (former failed aussie $PRAN) tripled on animal data No medicine for silliness"  
[X Link](https://x.com/pick1998_2/status/1290632367539761157)  2020-08-04T12:55Z [----] followers, [--] engagements


"$STRO like the data though $ECYT $IMGN and Eisai failed on FRa target. Initiated a small long pos at 22.5"  
[X Link](https://x.com/pick1998_2/status/1334912071339626497)  2020-12-04T17:26Z [----] followers, [--] engagements


"$KALV should be worth more than $PHAV. Both are developing oral drugs for HEA (on-demand and prophylaxis). $KALV data are excellent and ahead of $PHAV. While $BCRX has oral drug for prophylaxis but underwhelming phase III data will provide a competitive advantage for $KALV"  
[X Link](https://x.com/pick1998_2/status/1359134604939022339)  2021-02-09T13:38Z [----] followers, [--] engagements


"$MRKR initiated. A T-cell therapy/vaccine company that is over-looked. It is valued only a fraction of $IOVA. Recent good news for $MRKR: 1) construction of T-cell manufacturing that reduces 70% of production time; 2) FDA lifted clinical hold on pII trial for AML using multiTAA"  
[X Link](https://x.com/pick1998_2/status/1359568998430478337)  2021-02-10T18:24Z [----] followers, [--] engagements


"$CTIC sales of initial quarter is very good and much better than $GBT's initial marketing (even after three years $GBT did $50M quarterly sales). Consider $PFE bought $GBT for $5.4B and $CTIC market cap is only one tenth of that. And myelofibrosis has bigger potential than SCD"  
[X Link](https://x.com/pick1998_2/status/1557050013507002369)  2022-08-09T17:03Z [----] followers, [--] engagements


"$OCUL good data for wet-AMD but two risks: 1) still early stage; 2) dilution. Recently I got hit by offerings/dilutions badly: $BLUE(offering even after $200M PRV sales) $ADCT(offering by a shareholder no dilution but still down 20%) and $CVAC(0.5B cash still 2nd offering)"  
[X Link](https://x.com/pick1998_2/status/1625540704310288384)  2023-02-14T17:01Z [----] followers, [----] engagements


"$ADCT down 10%. While averaging down is often not a good strategy but I did add $ADCT today at [---]. While its product revenue is not running up faster but still double-digit growth soon to be breakeven. The expected EU approval and label expansion will help profitability"  
[X Link](https://x.com/pick1998_2/status/1630636653516853248)  2023-02-28T18:30Z [----] followers, [----] engagements


"$ADCT at [---] this ADC company is only valued about $200M (enterprise value)"  
[X Link](https://x.com/pick1998_2/status/1630637693230268416)  2023-02-28T18:34Z [----] followers, [----] engagements


"@michael_bi6 yeah only $3.2 now. drop daily. I added some today. $ADCT"  
[X Link](https://x.com/pick1998_2/status/1631340693527613441)  2023-03-02T17:08Z [----] followers, [---] engagements


"$XBI back to [--] very disappointing. I thought a bull market had arrived until early Feb but it has fizzled so quickly. Many of my biotech stocks have dropped back as quickly: $ANNX $ADCT $SPRB. Some are so volatile without logic such as $AKBA. Glad that loaded up at 0.60s"  
[X Link](https://x.com/pick1998_2/status/1631364166094307329)  2023-03-02T18:41Z [----] followers, [----] engagements


"$ADCT green Those who bought 2nd offering at [--] just two weeks ago has lost over one third of market value. This ADC tech stock is undervalued"  
[X Link](https://x.com/pick1998_2/status/1631667382740725760)  2023-03-03T14:46Z [----] followers, [----] engagements


"$ANNX $ADCT my two bad holdings. I keep adding while they were dropping like shit in last few weeks. Today $ANNX back up to 5; $ADCT is still dropping. I just added $ADCT at [---] while holding $ANNX (I averaged down to 5.4)"  
[X Link](https://x.com/pick1998_2/status/1633197372577812480)  2023-03-07T20:06Z [----] followers, [----] engagements


"@Jul05310473John @bio_clouseau true. If it could be repeated in larger n (100) then $CRBP should be 10x or more"  
[X Link](https://x.com/pick1998_2/status/1890447533719060557)  2025-02-14T17:06Z [----] followers, [---] engagements


"$CRBP has confirmed it does have best ADC targeting Nectin-4 in comparison with PFE's and other emerging competitors. need larger n data on precisely defined cancer type to prove and submit BLA for accelerated approval. potentially 2-3 years down the road. fortunely it has $$$"  
[X Link](https://x.com/pick1998_2/status/1891005403934114165)  2025-02-16T06:03Z [----] followers, [----] engagements


"@MattNachtrab I have been following $IOVA for years. a huge disappointment. It could be $BLUE IF NSCLC trial fails. Cell therapy is hard to monetize. Long and expensive manufacturing in addition to special expert training is so costly $IOVA may have to raise cash soon. May bleed in [--] more yrs"  
[X Link](https://x.com/pick1998_2/status/1891168616915022012)  2025-02-16T16:51Z [----] followers, [----] engagements


"$XBI is so depressed. Weird mergers/acquisitions are going on. $SLRN has so much cash (over 400M) but wants to merge with $ALMS at a huge discount. $BLUE seems to be unfortunately without other options to sell at huge discount. Tang steps in $SLRN today old trick: pump and dump"  
[X Link](https://x.com/pick1998_2/status/1892929390960373931)  2025-02-21T13:28Z [----] followers, [----] engagements


"$LVTX SO/SA. $LVTX has more assets to monetize than $ACHL. Will $PFE and $JNJ buy the partnered programs A measly 30-50M will double the price"  
[X Link](https://x.com/pick1998_2/status/1894380780522279222)  2025-02-25T13:35Z [----] followers, [----] engagements


"$PLRX time to wind down and distribute net cash over 300M plus some assets. Bought a ton from [---] to [---]. Why only $ACHL chooses to do the final right decision for the shareholders How about $TSBX Will the board decides to liquidate"  
[X Link](https://x.com/pick1998_2/status/1896603430757794244)  2025-03-03T16:47Z [----] followers, [----] engagements


"$VSTM is trading those days like $CMRX last few weeks. Be long from [--] and hold it tight"  
[X Link](https://x.com/pick1998_2/status/1899138482678993183)  2025-03-10T16:41Z [----] followers, [----] engagements


"$GHRS is a clear leader in sychedelic drug innovation a likely acquisition candidate. price action looks perfect"  
[X Link](https://x.com/pick1998_2/status/1905558766533443943)  2025-03-28T09:53Z [----] followers, [----] engagements


"$CKPT to play safe added this one at market closing. Shareholders should get $4.1 cash this quarter and a free CVR. By the way always keep enough cash. Don't be greedy in a volatile market. Luck and patience play bigger roles than intelligence unless you get whisper from Trump"  
[X Link](https://x.com/pick1998_2/status/1910064873884803117)  2025-04-09T20:18Z [----] followers, [----] engagements


"$GHRS is going to explode"  
[X Link](https://x.com/pick1998_2/status/1919464335765606618)  2025-05-05T18:48Z [----] followers, [----] engagements


"$GHRS has good cash (over $300M) and burns cash slowly (first quarter loss 10M). This co. will thrive even in bear market: good data good cash and efficient clinical trials. Probably JFK likes the therapies. True Breakthrough therapy for TRD (treatment-resistant depression)"  
[X Link](https://x.com/pick1998_2/status/1920914309250466249)  2025-05-09T18:50Z [----] followers, [----] engagements


"$LVTX trading way under two-year cash at hands. three phase I trials (one by $JNJ and another by $PFE) underway. shut down offices and cut workforce while evaluating strategic options. This one has a quite good chance of positive surprise late this year or early next year"  
[X Link](https://x.com/pick1998_2/status/1922659505826848833)  2025-05-14T14:25Z [----] followers, [----] engagements


"@fireworkstrades just cont to hold. best wishes. $LVTX"  
[X Link](https://x.com/pick1998_2/status/1922689760461517041)  2025-05-14T16:25Z [----] followers, [---] engagements


"$ETNB will catch up $AKRO in valuation slowly. Added some $ETNB"  
[X Link](https://x.com/pick1998_2/status/1925213347374616819)  2025-05-21T15:33Z [----] followers, [---] engagements


"$ETNB [--]. watching it closely when it is moving up without news. Added some. Now $ETNB is my largest position after $ACHL that is under liquidation. Glad those two big positions help me stay green in another terrible year [----] for biotech market"  
[X Link](https://x.com/pick1998_2/status/1925558049630298139)  2025-05-22T14:23Z [----] followers, [----] engagements


"$AKRO $ETNB one of them will be very likely acquired this year. I believe $ETNB has more upward potential"  
[X Link](https://x.com/pick1998_2/status/1927408301765017858)  2025-05-27T16:55Z [----] followers, [----] engagements


"My heavy bets on three stocks this year: $ETNB $GHRS $JANX . first two are doing very well. $JANX is disappointing. It is slow in updating its T-cell-engagers' clinical data in particular targeting EGFR mutants"  
[X Link](https://x.com/pick1998_2/status/1928479593276543288)  2025-05-30T15:52Z [----] followers, [----] engagements


"$CKPT has a good end. Last trade at [----]. Shares will be paid off at $4.1/shr + CVR. So the CVR of potential [---] was priced at [----] at yesterday closing price a potential 4.3x return. Those who bought the stock under [--] got free CVR and some gain in cash payment"  
[X Link](https://x.com/pick1998_2/status/1928490913325625823)  2025-05-30T16:37Z [----] followers, [----] engagements


"$AKRO $ETNB big loading-up at closing and they are still going up after hour. very encouraging that some positive news are brewing"  
[X Link](https://x.com/pick1998_2/status/1933634382100914459)  2025-06-13T21:15Z [----] followers, [----] engagements


"$ALT failed to improve fibrosis. now we can forget it. more focus on $AKRO $ETNB"  
[X Link](https://x.com/pick1998_2/status/1938199938850295836)  2025-06-26T11:37Z [----] followers, [----] engagements


"$AKRO is moving up close to ATH. $ETNB is following. FDF-21 targeting drugs are the only ones that proved to improve fibrosis significantly"  
[X Link](https://x.com/pick1998_2/status/1938326862834634773)  2025-06-26T20:01Z [----] followers, [----] engagements


"FGF-21 is the best target to REVERSE fibrosis. $AKRO $ETNB. NONE of tried drugs including known obesity drugs could"  
[X Link](https://x.com/pick1998_2/status/1938327744754106807)  2025-06-26T20:05Z [----] followers, [---] engagements


"@Respekchemistry probably. But the management should at least outline what CVR is in the PR. That shows no respects to other shareholders without inside info. $TSBX"  
[X Link](https://x.com/pick1998_2/status/1938565172442083545)  2025-06-27T11:48Z [----] followers, [---] engagements


"$GHRS still the best using a psychedelic for TRD. With favorable regulatory environment it could be a target for acquisition"  
[X Link](https://x.com/pick1998_2/status/1940817346928754932)  2025-07-03T16:58Z [----] followers, [----] engagements


"$ETNB [--] again. Will this time it keep going up until fibrosis data or a potential buy-out Very favorable valuation in comparison to $AKRO. $ETNB may have a better drug for liver fibrosis than $AKRO"  
[X Link](https://x.com/pick1998_2/status/1943765969656328637)  2025-07-11T20:14Z [----] followers, [----] engagements


"$GHRS glad to see it has doubled from [--] to [--]. We should see new highs. A likely buy-out candidate at today's favorable regulatory environment for psychedelic drugs"  
[X Link](https://x.com/pick1998_2/status/1946230060052299809)  2025-07-18T15:26Z [----] followers, [----] engagements


"$GHRS vs $ATAI: which one is better to be long on psychedelic drugs Currently I am long on $GHRS thinking to add $ATAI"  
[X Link](https://x.com/pick1998_2/status/1949861593447313820)  2025-07-28T15:56Z [----] followers, [----] engagements


"$CRDF anyone see really positive data in mCRC At least no stat sig"  
[X Link](https://x.com/pick1998_2/status/1950288843837755723)  2025-07-29T20:14Z [----] followers, [----] engagements


"@fireworkstrades I have not yet. If you hold it or tend your shares you will receive $1.2 cash + CVR (a symbol such as xxxCVRxxx). I have six CVRs in my account so far no payment yet received. The next possible payment is by 989CVR022 (when $HRMY bought $ZYNE) if ZYN002 works for Fragile X"  
[X Link](https://x.com/pick1998_2/status/1965052395563700550)  2025-09-08T13:59Z [----] followers, [---] engagements


"@fireworkstrades $LVTX is trading at [----] so CVR is valued at [----] not cheap but the value from its partnerships with big pharm may work out. Hard to tell and a long waiting game. It is already a big loss for me. I may sell all shares and take my loss"  
[X Link](https://x.com/pick1998_2/status/1965053292670840932)  2025-09-08T14:03Z [----] followers, [---] engagements


"@fireworkstrades That was proposed by Adam F and others for phase III cancer drug trials. I do not know if they apply to other diseases. Even for cancer drug trials I know there are already a few exceptions happened. So nothing is written on stones. We can only guess best bets on risk/reward"  
[X Link](https://x.com/pick1998_2/status/1965077566093725814)  2025-09-08T15:39Z [----] followers, [---] engagements


"@fireworkstrades Yes I am still long $ETNB. phase III lipid trial data next year but liver fibrosis data in [----]. $AKRO will have phase III data on liver fibrosis data sooner"  
[X Link](https://x.com/pick1998_2/status/1965158127827067189)  2025-09-08T20:59Z [----] followers, [---] engagements


"$ETNB sold for 3.5B over 100% premium. What a great news to wake me up"  
[X Link](https://x.com/pick1998_2/status/1968596882864918813)  2025-09-18T08:44Z [----] followers, [----] engagements


"$PGEN and $IMRN are heavily shorted right now. All of my shares are lent out. I guess time to add them"  
[X Link](https://x.com/pick1998_2/status/1972766309269303374)  2025-09-29T20:51Z [----] followers, [----] engagements


"$URGN My one of biggest winners this year. buy back some shares at [--]. This is likely an acquisition target so always keep a good position"  
[X Link](https://x.com/pick1998_2/status/1973775800928223335)  2025-10-02T15:43Z [----] followers, [----] engagements


"$FBIO gap to fill. A pediatric disease voucher is worth more than its market cap now. Just waiting to harvest it"  
[X Link](https://x.com/pick1998_2/status/1973778652396724338)  2025-10-02T15:54Z [----] followers, [----] engagements


"$ARCT delayed CF pII interim data of first nine pts. Delay is often not an optimistic sign though not always. Delivery of a full length of mRNA to lung is hard not to mention the lung of CF pts who have thick mucus and hard to breath. Note: $PRQR quit CF delivering just 33nt RNA"  
[X Link](https://x.com/pick1998_2/status/1974873906034229470)  2025-10-05T16:26Z [----] followers, [----] engagements


"$SRPT [--]. more than doubled from low [--] just a couple of months ago. I am in positive territory now. Insane drop and now we should see slow recovery in 2026-2027"  
[X Link](https://x.com/anyuser/status/1975940905367748850)  2025-10-08T15:06Z [----] followers, [----] engagements


"$PGEN no more insider selling. Time to add at low [--]. Valued only $1B"  
[X Link](https://x.com/pick1998_2/status/1975943222292779267)  2025-10-08T15:15Z [----] followers, [----] engagements


"$JANX is so quiet and inching up. It was rumored that multiple big pharms were interested in it"  
[X Link](https://x.com/pick1998_2/status/1976695350883704968)  2025-10-10T17:04Z [----] followers, [----] engagements


"$PGEN biotech stocks are often getting sold off when FDA approval has arrived after decades of cash-burning R&D. Today's news on deepening long-term efficacy will definitely facilitate adoption. I'd expect $PGEN will have a success and eventually be acquired at much higher price"  
[X Link](https://x.com/anyuser/status/1977695819215069340)  2025-10-13T11:20Z [----] followers, [----] engagements


"@RNAiAnalyst @Anonym64382296 @JMaraganore $SRRK should have released a PR and filed 8-K. Potential liability in litigation. Silly"  
[X Link](https://x.com/pick1998_2/status/1977744348566474773)  2025-10-13T14:32Z [----] followers, [---] engagements


"$SRRK insiders are loading up and today it could another opportunity for them. We will see the filing in a few days"  
[X Link](https://x.com/pick1998_2/status/1977753934975369460)  2025-10-13T15:10Z [----] followers, [----] engagements


"@TommyGentiletti yes leaps call options. $SRRK"  
[X Link](https://x.com/pick1998_2/status/1977767931623989447)  2025-10-13T16:06Z [----] followers, [---] engagements


"two stocks are in good shape for 2026: $PGEN and $OMER. $PGEN just entered into commercialization stage. Unique product no competition. $OMER has a PDUFA on Dec [--]. Newly announced $340M cash from $NVO is going to put $OMER at healthy financial condition. Both are valued $1B"  
[X Link](https://x.com/pick1998_2/status/1979219293519613973)  2025-10-17T16:13Z [----] followers, [----] engagements


"$PGEN is ripe to be picked up by a big bio/pharm. Valuation is only 1B A simple back-on-envelope calculation should be worth 3-5B"  
[X Link](https://x.com/anyuser/status/1980640043816681873)  2025-10-21T14:19Z [----] followers, [----] engagements


"$ARCT failed to deliver mRNA directly into lung of cystic fibrosis pts to improve lung function. Stock price is cut by half. But why it was traded over [--] for such a long shot therapy"  
[X Link](https://x.com/pick1998_2/status/1980996042691957203)  2025-10-22T13:53Z [----] followers, [----] engagements


"My previous knowledge about $PRQR failed trial has helped me well. History does often repeat in this $ARCT case"  
[X Link](https://x.com/pick1998_2/status/1981019580773667252)  2025-10-22T15:27Z [----] followers, [----] engagements


"$NEUP may be traded at double digits again by end of the day. If $MRK worked out positively on phase II trial for AD then this one should be worth [---] at least. If we give 10% success probability $NEUP is worth [--] right now. :-). And PTSD programneeds phase IIb confirmation"  
[X Link](https://x.com/pick1998_2/status/1981718527640785357)  2025-10-24T13:44Z [----] followers, [----] engagements


"$PGEN Jan and Apr call options have large open interest. Good sign"  
[X Link](https://x.com/pick1998_2/status/1981738223396077937)  2025-10-24T15:03Z [----] followers, [----] engagements


"$NTLA it looks liver toxicity is a major concern for any form of gene therapies. I just wonder why $NTLA enrolled [--] yr-old Nevertheless considering his age high BMI disease & risk of in-vivo gene editing he's amazing. It does tell me in-vivo editing is more desired option"  
[X Link](https://x.com/pick1998_2/status/1982824656068321787)  2025-10-27T15:00Z [----] followers, [----] engagements


"@fireworkstrades yes I am adding. Chart for this nano- and high-risk-high-reward bio stock means nothing. $SPRB brought me millions in profit overnight which may not happen again :-)"  
[X Link](https://x.com/pick1998_2/status/1982921324193558622)  2025-10-27T21:24Z [----] followers, [---] engagements


"@fireworkstrades by the way $SPRB should be worth much more than low [---] after FDA approval. So I am still long. Not have to wait too long. $NEUP needs patience and lucky. phase II AD data by Merck is an opportunity. The company could also be bought or re-organized. Good value for the money"  
[X Link](https://x.com/pick1998_2/status/1982922389697818846)  2025-10-27T21:28Z [----] followers, [----] engagements


"$JANX has been so quiet for a long time. Now rumor surfaces again that it is being acquired. Silence and merger do often work together. I have been patiently holding it while adding at drawdowns and waiting for its breakthrough. Still the best masked T-cell engager platform"  
[X Link](https://x.com/pick1998_2/status/1983172635552084277)  2025-10-28T14:02Z [----] followers, [----] engagements


"$JANX until today no competitors have done better in treating advanced prostate cancer. For other solid cancers data are still lacking. Only worth 2B How about 5-10B at today's hot M&A market"  
[X Link](https://x.com/pick1998_2/status/1983173691761668475)  2025-10-28T14:07Z [----] followers, [----] engagements


"@MysteriousMole1 I expect more data are coming for the public and some private have already have a peek of them. $JANX"  
[X Link](https://x.com/pick1998_2/status/1983203376876929369)  2025-10-28T16:05Z [----] followers, [---] engagements


"$JANX has $1B cash by end of 2nd quarter. market cap is under 2B even after considerable run-up from [--] to [--] from Fri. Very undervalued considering its T-cell engager platforms"  
[X Link](https://x.com/pick1998_2/status/1983214364942307521)  2025-10-28T16:48Z [----] followers, [----] engagements


"$NTLA another 15% cut. Wait to see 1) how the senior pt will recover; 2) mitigation strategy and FDA formal letter; 3) FDA's long-term position on in-vivo gene editing (IMHO it is the future and China is beating USA hard.)"  
[X Link](https://x.com/anyuser/status/1983651641946693772)  2025-10-29T21:46Z [----] followers, [----] engagements


"$MRNA M&A or not it is a good buy now"  
[X Link](https://x.com/pick1998_2/status/1983931371388362801)  2025-10-30T16:17Z [----] followers, [----] engagements


"$XBI is on sale today down 4%. If you believe the bull market for biotech stocks will keep going on regardless of turbulent FDA time to load. I added $REPL. Why down when PDUFA is still half year away And this is re-submission with apparently much higher approval probability"  
[X Link](https://x.com/pick1998_2/status/1985373064046186990)  2025-11-03T15:46Z [----] followers, [----] engagements


"@fireworkstrades IF PMO franchise was gone $SRPT would be single digit stock. Will FDA revoke exon skipping therapies for DMD boys I do not know. There are clearly some therapeutic effects but not stat significant for the size of trial. After ten years in market I doubt FDA will take it away"  
[X Link](https://x.com/pick1998_2/status/1985705177408815165)  2025-11-04T13:46Z [----] followers, [---] engagements


"$VSTM why down 20% today after 3rd quarter earning report pipeline is going well. Sales of 11M for the first full quarter is pretty good double of the analyst expectation. Do the investors expect initial 100M sale for 500M market-cap biotech stock"  
[X Link](https://x.com/pick1998_2/status/1985751072422674538)  2025-11-04T16:48Z [----] followers, [----] engagements


"@fireworkstrades I keep $srpt but no adding. I am going to wait for a while"  
[X Link](https://x.com/pick1998_2/status/1985816329484697634)  2025-11-04T21:08Z [----] followers, [---] engagements


"$BHVN the long PR of detailed CRL contains strong critical words toward US FDA. I side with $BHVN management. Its flip-flop decisions and uncertainties/infighting posed more risks to drug R&D hurting US competitiveness. Chinese regulatory agency is laughing. US FDA has lost sad"  
[X Link](https://x.com/anyuser/status/1986099199679901765)  2025-11-05T15:52Z [----] followers, [----] engagements


"$SRPT $BHVN $QURE all should recover. If those pioneer biotech stocks disappear I guess there will be no hope for US biotech industry"  
[X Link](https://x.com/anyuser/status/1986100691618938922)  2025-11-05T15:57Z [----] followers, [----] engagements


"$XBI this bull market will keep going on until IPOs heat up. Half biotech symbols have disappeared since covid peak. All longs no shorts"  
[X Link](https://x.com/pick1998_2/status/1986448890225467755)  2025-11-06T15:01Z [----] followers, [----] engagements


"$XBI a sharp u-turn today. Bull market remains intact"  
[X Link](https://x.com/pick1998_2/status/1986910448986530145)  2025-11-07T21:35Z [----] followers, [----] engagements


"$SRPT $INBX $NTLA all three biotech companies have promising drugs/therapies with known liver toxicities. $INBX is managing well by "SMR" protocol (screening monitoring and remediation). NO more death after SMR protocol was in place. $SRPT and $NTLA have to work out with FDA"  
[X Link](https://x.com/pick1998_2/status/1986915428653015227)  2025-11-07T21:55Z [----] followers, [----] engagements


"$SRPT Elevidys has proposed a small trial to test its protocol for non-ambulatory DMD boys. High probability of success. Elevidys will stay and recover. $NTLA in-vivo editing is the future therapies of disease prioritized by FDA. Liver toxicity is emerging and longs are scared"  
[X Link](https://x.com/pick1998_2/status/1986916744800391428)  2025-11-07T22:00Z [----] followers, [----] engagements


"@fireworkstrades yes I did read the short report that did make valid points. I do not like its science so no touch for me. $SLNO"  
[X Link](https://x.com/pick1998_2/status/1986918005125882199)  2025-11-07T22:05Z [----] followers, [---] engagements


"@fireworkstrades I do not think so. Elevidys should be the future of DMD therapies I guess. NO competitors in next 5-10 years. $PFE has quit. Others years away. The bar for new gene therapies is lifted much higher. $SRPT"  
[X Link](https://x.com/pick1998_2/status/1986919418195279977)  2025-11-07T22:11Z [----] followers, [---] engagements


"@fireworkstrades Do I know :-) I do think $SRPT is worth much more even no PMO which has at least 50-50 chance to win full approval. No other options for the DMD boys. The drugs do help though not stat sig. $SRPT has a good pipeline. I do believe liver toxicity of gene therapy will be solved"  
[X Link](https://x.com/pick1998_2/status/1986922535183917265)  2025-11-07T22:23Z [----] followers, [---] engagements


"$NTLA is revolutionize medecine world for genetic diseases like HAE. https://finance.yahoo.com/news/intellia-therapeutics-presents-positive-pooled-221300353.html https://finance.yahoo.com/news/intellia-therapeutics-presents-positive-pooled-221300353.html"  
[X Link](https://x.com/pick1998_2/status/1987317009428971789)  2025-11-09T00:31Z [----] followers, [----] engagements


"$NTLA The fact that some shorts trash a company that cures or almost cures most if not all of a terrible genetic disease with a single shot is beyond my understanding. Look at the chart/data there is NO relapse. When a pt of HAE is cured he is cured. Perfect nothing better"  
[X Link](https://x.com/anyuser/status/1987551480501690387)  2025-11-09T16:02Z [----] followers, [----] engagements


"$XBI is going to break [---] this year high but far away from ATH [--] years ago. [----] will be a year that will let longs be much richerand shorts be likely to get burned if not careful or lucky enough. The bull pathway extends well which usually stay in the course for 2-3 years"  
[X Link](https://x.com/pick1998_2/status/1988341397183930873)  2025-11-11T20:21Z [----] followers, [----] engagements


"$NTLA sad that "smart" analysts keep downgrading it. Following those analysts is sure way to lose money in biotech market which is my #1 warning writ large on my wall. Do my own analysis And always keep a big picture in my brain before reading a tee leaf. Gene editing is future"  
[X Link](https://x.com/pick1998_2/status/1988343400308015287)  2025-11-11T20:29Z [----] followers, [----] engagements


"$NTLA big picture: 1) US must compete with China in gene editing in particular in vivo one-time treatment to cure diseases. China will lead if US FDA does not help. Glad that US FDA is going to prioritize it. Sad that it's one of few cutting-edge techs that US still leads"  
[X Link](https://x.com/anyuser/status/1988353369908670582)  2025-11-11T21:09Z [----] followers, [----] engagements


"$NTLA big picture: 2) a one-time treatment = cure is much better than ANY pills or injections how convenient they are. $NTLA has demonstrated cure (no relapse) for ATTR-CM ATTR-PN HAE. We will have phase III data soon for HAE. Both are terrible diseases with life-time suffering"  
[X Link](https://x.com/pick1998_2/status/1988355050016829646)  2025-11-11T21:16Z [----] followers, [----] engagements


"$NTLA big picture: 3)yes safety is the key with near "perfect" efficacy. $NTLA has dosed over [---] pts with a single death. No DILI reported for HEA pts. The death of 80s has complicated the potential application but proper screening and mitigation could be implemented"  
[X Link](https://x.com/pick1998_2/status/1988356694020366584)  2025-11-11T21:22Z [----] followers, [----] engagements


"$NTLA big picture: 3)safety is also relative to alternative treatments. ASK: what is the cumulative toxicity/uncertainty to a pt body during his life time (80 years) from treatments by taking pills/injections daily weekly monthly"  
[X Link](https://x.com/pick1998_2/status/1988357845168124180)  2025-11-11T21:27Z [----] followers, [----] engagements


"$NTLA big picture: 4) cost effectiveness. A one-time cure will ALWAYS save money in comparison to life-time treatments using expensive drugs. Any talk that $NTLA in-vivo gene editing is too expensive is bullshit. No brain.Yescar is more expensive than a horsebut what USA wants"  
[X Link](https://x.com/pick1998_2/status/1988359266936516735)  2025-11-11T21:32Z [----] followers, [----] engagements


"$CDTX $SRRK $PGEN. Now $CDTX is going to be taken out by $MRK at fat premium $SRRK and $PGEN should be interesting to big pharm. All of them have valuable PLATFORM technologies/drugs/therapies that are approved or soon"  
[X Link](https://x.com/pick1998_2/status/1989358844636799233)  2025-11-14T15:44Z [----] followers, [----] engagements


"@BiotechAnalysst happy weekend $PGEN shorts"  
[X Link](https://x.com/pick1998_2/status/1989371304584393020)  2025-11-14T16:34Z [----] followers, [---] engagements


"$XBI [---]. This biotech bull market is going on. Stay long and be strong"  
[X Link](https://x.com/pick1998_2/status/1989371827093983405)  2025-11-14T16:36Z [----] followers, [----] engagements


"$JANX is going to update trial this quarter. It has best clinical data for metastatic/advanced prostate cancer. Huge market unmet need. Hope this babe holds the promise. Additional surprise for other solid cancers will be validation of its superior masked T-cell engagers"  
[X Link](https://x.com/pick1998_2/status/1989374955071643985)  2025-11-14T16:48Z [----] followers, 15.3K engagements


"$SRPT is moving in right direction. it starts to recover. FDA approved revised label of Elevidys. next year add-back non-ambulatory DMD boys and full approval of alternative splicing drugs. keep in mind: it holds strong position no competitors for years to come. stay long"  
[X Link](https://x.com/pick1998_2/status/1989546611530219607)  2025-11-15T04:10Z [----] followers, [----] engagements


"@jfais20 bio outperforms and trend well into next two years. so be long and stay strong. $xbi"  
[X Link](https://x.com/pick1998_2/status/1993251039043371410)  2025-11-25T09:30Z [----] followers, [----] engagements


"$SRPT is in right direction and right path to recover. 1) 200M cash payment to $ARWR for initial dosing success of siRNA platform for DM1; 2) initiating Cohort [--] of ENDEAVOR (Study 9001-103) using sirolimus to reduce liver injury by Elevidys for non-ambulatory DMD. n=25 12-week"  
[X Link](https://x.com/pick1998_2/status/1993407245548503531)  2025-11-25T19:51Z [----] followers, [----] engagements


"@HOThomasWPhelps As $XBI is recovering the mentality of professional shorts is slow to change after years of bear market. The quality of surviving biotech stocks are much better; M&As are in full steam; Breakthroughs are booming eg gene therapy (in-vivo) CART (in-vivo) synthetic mAbs RNAs"  
[X Link](https://x.com/pick1998_2/status/1993777031138717820)  2025-11-26T20:21Z [----] followers, [---] engagements


"$SRPT moved over 20s $ARWR 50s Congrats to the longs"  
[X Link](https://x.com/pick1998_2/status/1993777340657369179)  2025-11-26T20:22Z [----] followers, [----] engagements


"@HOThomasWPhelps $XBI macro-environments are also favorite. Interest rate is going down; regulatory rules are FORCED to evolve to foster biotech innovations and must be more flexible for personalized therapies and rare diseases and congress is acting to facilitate competitiveness against China"  
[X Link](https://x.com/pick1998_2/status/1993779211853803815)  2025-11-26T20:29Z [----] followers, [---] engagements


"@fireworkstrades yes still Keep some. $SPRB will bring me a big tax bill better split into multiple years"  
[X Link](https://x.com/pick1998_2/status/1993783609204126185)  2025-11-26T20:47Z [----] followers, [---] engagements


"$SRPT surviving strategy shows cash is the king. When cash is low and surviving is at stake it is more likely to lose money. $SRPT tendered $50M $ARWR at $18/share in lieu of cash. Today $ARWR is trading at $58 just a few months later. So is a trader. More cash better trading"  
[X Link](https://x.com/pick1998_2/status/1993786524023046343)  2025-11-26T20:58Z [----] followers, [----] engagements


"@BowTiedBiotech Really fascinating analysis. I concur. [----] is the year for $XBI bull market to be initiated we should have at least two years of secular trending up"  
[X Link](https://x.com/pick1998_2/status/1994471816551960732)  2025-11-28T18:21Z [----] followers, [---] engagements


"$XBI down over 2%. Added $QURE $OMER $INBX and $VSTM. I look forward to a better year in 2026"  
[X Link](https://x.com/pick1998_2/status/1995559672485736608)  2025-12-01T18:24Z [----] followers, [----] engagements


"$VTGN No position after doing some analysis and reading its publication of phase II data. I guess its first phase III trial (palisade-3) will most likely to fail than succeed. But if it does work with CLEAN data this stock will be an instant 10x bagger. I do not dream it"  
[X Link](https://x.com/pick1998_2/status/1995564259376595037)  2025-12-01T18:42Z [----] followers, [----] engagements


"@Stmkrs $VTGN. 1) First trial failed then 2nd trial (phase II) halted. Later resumed and terminated earlier but the positive data were cleaned although company claimed pruning was done in blind stage. And other red flags too. 2) psychological drug trial is hard for huge variations"  
[X Link](https://x.com/pick1998_2/status/1995566771433255313)  2025-12-01T18:52Z [----] followers, [---] engagements


"$NTLA $REGN Today's news about $REGN and Tessera collaborate on in-vivo gene editing for Alpha-1 antitrypsin deficiency (AATD) is another encouraging piece that in-vivo gene editing is the future for genetic diseases.$REGN often targets well for the future growth.Good for $NTLA"  
[X Link](https://x.com/pick1998_2/status/1995594952798319079)  2025-12-01T20:44Z [----] followers, [----] engagements


"$JANX down 30% on updating JANX007. Apparently we are waiting for more data. rPFS is 7.9-8.9m in hearvily pre-treated mCRPC pts better than 7.5m announced in May. Less CRS but no data. Hope more data in CC. No mention of JANX008"  
[X Link](https://x.com/pick1998_2/status/1995604755092308386)  2025-12-01T21:23Z [----] followers, [----] engagements


"$JANX How JANX007 compares with Pluvicto $NVS radio-therapy for chemo-naive mCRPC Does it show equivalent efficacy Sure different tolerablities because of different MOAs. IF equivalent efficacy in term of rPFS will pts prefer T-cell engager (grade 1/2 CRS) to radio-therapy"  
[X Link](https://x.com/pick1998_2/status/1995634502325154220)  2025-12-01T23:21Z [----] followers, [----] engagements


"3Q25 Pluvicto sales $560M grow at 45% over 3Q24 expect peak sales at $5B/year. Market is still expanding if includes 1L hormone-sensitive prostate cancer. Huge market for other player esp. different MOA. $JANX"  
[X Link](https://x.com/pick1998_2/status/1995635323452490011)  2025-12-01T23:25Z [----] followers, [----] engagements


"$JANX down 45% to [--] wow unexpected and really brutal market. Stay cool"  
[X Link](https://x.com/pick1998_2/status/1995635518323986794)  2025-12-01T23:25Z [----] followers, [----] engagements


"$CAPR cell therapy slows down the weakening of upper limb strength by half. It will help esp. non-ambulatory DMD boys. But I believe targeted therapies by $SRPT are more promising. We need to halt or reverse the disease progress. Non-targeted therapies will NOT do"  
[X Link](https://x.com/pick1998_2/status/1996228974192574546)  2025-12-03T14:44Z [----] followers, [----] engagements


"$JANX doubled my position by adding at 16s. Is the prostate cancer data so bad We will see better picture when phase Ib (chemo-naive and CRS-mitigation stategy CRS-P2) data are out next year. I am stuck with a long position averaged down to 22"  
[X Link](https://x.com/pick1998_2/status/1996243602574544984)  2025-12-03T15:42Z [----] followers, [----] engagements


"@jfais20 true. Maybe $SRPT and $CAPR should work together. Often a cell therapy may tame the liver toxicities"  
[X Link](https://x.com/pick1998_2/status/1996246171019518360)  2025-12-03T15:52Z [----] followers, [---] engagements


"$XBI guys follow the bull market. Do not miss it after years of bear market. Secular trend will last at least two years"  
[X Link](https://x.com/pick1998_2/status/1996606331680387511)  2025-12-04T15:43Z [----] followers, [----] engagements


"$PRAX is to submit NDA after aligning with FDA. Up 40% to [---] 15% shares are short. Burned badly"  
[X Link](https://x.com/pick1998_2/status/1996690925922484624)  2025-12-04T21:19Z [----] followers, [----] engagements


"@fireworkstrades I have a small position of $QURE not adding. This FDA administration is harder to tell its intention/direction"  
[X Link](https://x.com/pick1998_2/status/1996998519039922226)  2025-12-05T17:42Z [----] followers, [---] engagements


"$FULC good data. 20mg is clearly more effective than 12mg. If long term safety is OK and VOC frequency continues to go down this oral pill will serve SCD pts very well"  
[X Link](https://x.com/pick1998_2/status/1997474913498824770)  2025-12-07T01:15Z [----] followers, [----] engagements


"$FULC good conference call with detailed data. It looks to me there are no questions about the efficacy of Pociredir to induce HbF to reduce VOC. It is oral pill a big advantage over gene therapy in market penetration. I guess attentions will slowly shift to long-term safety"  
[X Link](https://x.com/pick1998_2/status/1997652381635387712)  2025-12-07T13:00Z [----] followers, [----] engagements


"$FULC Last Friday there were lots of buy orders for [--] put options. They may end up worthless. Either longs were nervous or shorts were drooling (or both :-). Again stock/option trading before key data is often misleading. (but $CAPR surging before data must because of leaking)"  
[X Link](https://x.com/pick1998_2/status/1997654640792400024)  2025-12-07T13:09Z [----] followers, [----] engagements


"@RNAiAnalyst if losing fat significantly but preserving/increasing some muscle why total body weight doesn't shed even more than 1% $WVE"  
[X Link](https://x.com/pick1998_2/status/1998093989896229051)  2025-12-08T18:15Z [----] followers, [---] engagements


"$GPCR $VKTX $LLY Chinese competitor Ascletis Pharma Inc. showed promising oral pill for obesity. PR: it claims less GI side effects. Bloomberg report: https://www.bloomberg.com/news/articles/2025-12-09/china-s-ascletis-shares-surge-on-oral-weight-loss-drug-datasrnd=homepage-asia&sref=cG8A05Rc https://www.prnewswire.com/apac/news-releases/ascletis-oral-small-molecule-glp-1--asc30--demonstrated-placebo-adjusted-weight-loss-of-7-7-with-better-gastrointestinal-tolerability-in-its-13-week-us-phase-ii-study-in-participants-with-obesity-or-overweight-302635184.html"  
[X Link](https://x.com/pick1998_2/status/1998256011191443927)  2025-12-09T04:58Z [----] followers, [----] engagements


"$SRPT $QURE $JANX are [--] "bad" stocks in [----] that I keep accumulating at dips. $SRPT is already green (25% profit) on paper. $QURE up 15% today which also changed the ink color from red to green. $JANX is a true disappointment. $QURE is probably of highest risk/reward in 2026"  
[X Link](https://x.com/pick1998_2/status/2001309141214585241)  2025-12-17T15:10Z [----] followers, [----] engagements


"@fireworkstrades not today. I already have a good position. $FULC"  
[X Link](https://x.com/pick1998_2/status/2003209335980077156)  2025-12-22T21:01Z [----] followers, [---] engagements


"$MREO how well will the phase III results turn out Will data come in early Jan or later thanks"  
[X Link](https://x.com/pick1998_2/status/2003209578918695262)  2025-12-22T21:02Z [----] followers, [----] engagements


"$OMER this approval + cash-rich collaboration with $NVO will push it to be at least a billion-dollar biotech stock at commercial stage. A good target to be acquired for multiple billion dollars. Hold your shares now and delay tax"  
[X Link](https://x.com/pick1998_2/status/2003830286422077900)  2025-12-24T14:09Z [----] followers, [----] engagements


"$APVO loaded it up under 0.6"  
[X Link](https://x.com/pick1998_2/status/2004657854503157776)  2025-12-26T20:57Z [----] followers, [----] engagements


"$APVO is likely to be re-vamped (new pipeline + private placement + new management). Only 1.8M shares after r-split. (It should have been sold to Tang years ago stupid and arrogant management)"  
[X Link](https://x.com/pick1998_2/status/2004658576389030258)  2025-12-26T21:00Z [----] followers, [----] engagements


"$OMER I love it. Quite a big position for new year. MUCH more potential. Unique platform + collaboration with big pharm + commercial stage. It should be priced for multiple billion dollars"  
[X Link](https://x.com/pick1998_2/status/2004659394198511937)  2025-12-26T21:03Z [----] followers, [----] engagements


"@DigitalEnforcer I have been VERY long on $PGEN. The price is being held down by a single largest insider's selling. Even so it is moving up. As soon as it is over it will surge. Good candidate for acquisition for its very effective drug. No competition"  
[X Link](https://x.com/pick1998_2/status/2004660548064120913)  2025-12-26T21:08Z [----] followers, [---] engagements


"$CMPS https://www.bloomberg.com/news/articles/2025-12-26/psilocybin-aims-for-mainstream-as-a-psychedelic-treatment-for-depressionsrnd=homepage-asia&sref=cG8A05Rc https://www.bloomberg.com/news/articles/2025-12-26/psilocybin-aims-for-mainstream-as-a-psychedelic-treatment-for-depressionsrnd=homepage-asia&sref=cG8A05Rc"  
[X Link](https://x.com/pick1998_2/status/2004672363758284862)  2025-12-26T21:55Z [----] followers, [----] engagements


"$MREO down 90% and $RARE down 40%. Brutal when pivotal trials fail. Can anyone explain why bone density goes up but clinical fracture stays the same How much value left in $MREO (Alvelestat for AATD-lung disease)"  
[X Link](https://x.com/pick1998_2/status/2005672804050772281)  2025-12-29T16:10Z [----] followers, 18.5K engagements


"@jfais20 History does repeat. Good reminder. $SLS"  
[X Link](https://x.com/pick1998_2/status/2006045726212575677)  2025-12-30T16:52Z [----] followers, [---] engagements


"$CORT drops 50% to [--] on CRL. But just take a look at the recent trading investors were confident in approval until yesterday right before this PR. A 12% drop yesterday from 80-70 is suspicious. Don't you think the sellers were trading with CRL news at hands Not a fair game"  
[X Link](https://x.com/pick1998_2/status/2006387882643386702)  2025-12-31T15:32Z [----] followers, [----] engagements


"@meangenebio they are thieves. Inside trading is a crime where few are got caught. Stealing millions of dollars without any consequences. $CORT"  
[X Link](https://x.com/pick1998_2/status/2006390324076368177)  2025-12-31T15:41Z [----] followers, [---] engagements


"$MREO initiated a long position at [----]. A good probability this stock will be back 1-2 when alvelestat collaboration is announced in [----]. The regulatory path for alvelestat for AATD-LD looks to be straightforward"  
[X Link](https://x.com/pick1998_2/status/2006391186408530098)  2025-12-31T15:45Z [----] followers, [----] engagements


"$OMER added at weakness today. The pattern repeats on the first day of new year trading: the winners go down and the losers go up. I guess tax is the major if not the only one reason. Eventually winners will go up again"  
[X Link](https://x.com/pick1998_2/status/2007148577240559712)  2026-01-02T17:54Z [----] followers, [----] engagements


"$PGEN higher lows . will this time break [--] and stay above will the big insider keep selling I am a long term investor paying 15% capital gain tax on some of shares if I sell. Tax is a big burden for short-term trading but long term holding is hard for volatile bio stocks"  
[X Link](https://x.com/pick1998_2/status/2008632567960858679)  2026-01-06T20:11Z [----] followers, [----] engagements


"@RNAiAnalyst added $NTLA"  
[X Link](https://x.com/pick1998_2/status/2008635763643093081)  2026-01-06T20:24Z [----] followers, [---] engagements


"$CMPS tomorrow 10am CC on preparation of commercialization for TRD and clinical plan for PTSD. $CMPS is the leader (potentially 1st psychedelic drug commercially available) but does $GHRS have a better drug (easy to administrate) I switched holding from $GHRS to $CMPS recently"  
[X Link](https://x.com/pick1998_2/status/2008641027658437046)  2026-01-06T20:45Z [----] followers, [----] engagements

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