#  @princetongb Charles Gordon Charles Gordon posts on X about $vktx, $lly, $mrk, $pfe the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::597480797/interactions)  - [--] Week [---------] -68% - [--] Month [----------] +5,777% - [--] Months [----------] +3,893% - [--] Year [----------] +1,131% ### Mentions: [--] [#](/creator/twitter::597480797/posts_active)  - [--] Month [--] +22% - [--] Months [---] +117% - [--] Year [---] +7.40% ### Followers: [------] [#](/creator/twitter::597480797/followers)  - [--] Week [-----] +0.11% - [--] Month [-----] +1.90% - [--] Months [-----] +12% - [--] Year [-----] +21% ### CreatorRank: undefined [#](/creator/twitter::597480797/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [musicians](/list/musicians) **Social topic influence** [$vktx](/topic/$vktx) #97, [$lly](/topic/$lly), [$mrk](/topic/$mrk), [$pfe](/topic/$pfe), [$nvo](/topic/$nvo), [$xbi](/topic/$xbi), [$sana](/topic/$sana), [$bmy](/topic/$bmy), [$mrna](/topic/$mrna), [$pslv](/topic/$pslv) **Top accounts mentioned or mentioned by** [@joserestonva](/creator/undefined) [@semodough](/creator/undefined) [@biohazard3737](/creator/undefined) [@bigchodu](/creator/undefined) [@pawcio2009](/creator/undefined) [@grok](/creator/undefined) [@doepkemichel](/creator/undefined) [@pharmdca](/creator/undefined) [@abbynac](/creator/undefined) [@usfda](/creator/undefined) [@annisen](/creator/undefined) [@statnews](/creator/undefined) [@dannynirvana1](/creator/undefined) [@ashhematology](/creator/undefined) [@rxrega](/creator/undefined) [@ft](/creator/undefined) [@matthewherper](/creator/undefined) [@potus](/creator/undefined) [@srqstockpicker](/creator/undefined) [@bartlettbacchus](/creator/undefined) **Top assets mentioned** [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Novo-Nordisk (NVO)](/topic/$nvo) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Moderna Inc (MRNA)](/topic/$mrna) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Amgen, Inc. (AMGN)](/topic/$amgn) [Energy Transfer, LP. (ET)](/topic/$et) [Abivax SA (ABVX)](/topic/$abvx) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Viking Holdings Ltd (VIK)](/topic/$vik) [Johnson & Johnson (JNJ)](/topic/$jnj) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Tao Synergies Inc. (TAOX)](/topic/$taox) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Synthetify (SNY)](/topic/$sny) [AstraZeneca PLC (AZN)](/topic/$azn) [Bitcoin (BTC)](/topic/$btc) [SPDR GOLD ETF (GLD)](/topic/$gld) [Advanced Micro Devices (AMD)](/topic/$amd) [Kyverna Therapeutics, Inc. (KYTX)](/topic/$kytx) [Novartis AG (NVS)](/topic/$nvs) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Vertex Protocol (VRTX)](/topic/$vrtx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [uniQure N.V. (QURE)](/topic/$qure) [Novavax Inc (NVAX)](/topic/$nvax) [Tesla, Inc. (TSLA)](/topic/$tsla) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AbbVie Inc (ABBV)](/topic/$abbv) [Sanofi (SNY)](/topic/sanofi) [Morgan Stanley (MS)](/topic/$ms) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bittensor (TAO)](/topic/$tao) [Tether (USDT)](/topic/$usdt) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) ### Top Social Posts Top posts by engagements in the last [--] hours "#biopick2026 contest pick Kyverna Therapeutics $KYTX. Market cap $500 million top management. Superb risk-reward at this stage. Not a lotto win the contest or flame-out selection. Solid 2x - 5x potential. Some milestones and forecasting from my notes below. AI will give you more. Imagine DTC advert w/ Celine Dion as a spokesperson/former patient. https://twitter.com/i/web/status/2007495887212396809 https://twitter.com/i/web/status/2007495887212396809" [X Link](https://x.com/princetongb/status/2007495887212396809) 2026-01-03T16:54Z [----] followers, 16.4K engagements "$VKTX management unfortunately not connecting" [X Link](https://x.com/princetongb/status/2011138844259991840) 2026-01-13T18:10Z [----] followers, 25.9K engagements ""Gross . likes Magellan Midstream Partners LP. He said its still at a 7% arb discount to Oneok Inc. which agreed in May to buy Magellan in a roughly $19 billion cash-and-stock transaction."" [X Link](https://x.com/princetongb/status/1684317067980177414) 2023-07-26T21:37Z [----] followers, [---] engagements "Truist also claimed $CRIS "emavusertib is the next Pharmacyclics." Which sold for $21 billion. Current Curis market cap $94 million" [X Link](https://x.com/princetongb/status/1785814313606820259) 2024-05-01T23:31Z [----] followers, [---] engagements "$PFE Enters into Exclusive Licensing Agreement with 3SBio - https://www.businesswire.com/news/home/20250519321225/en/Pfizer-Enters-into-Exclusive-Licensing-Agreement-with-3SBioutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20250519321225/en/Pfizer-Enters-into-Exclusive-Licensing-Agreement-with-3SBioutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork" [X Link](https://x.com/princetongb/status/1924618309346988314) 2025-05-20T00:08Z [----] followers, [----] engagements "Winklevoss twins convert $LPTX to digital treasury on the heels of James Altrucher doing the same with $SNPX to $TAOX. TAOX is flailing so far despite promotions of great wealth by Altrucher. Insiders clean up on warrants with short lockups. Suppose $CRIS will be next. What stage of the cycle are we in $XBI https://twitter.com/i/web/status/1975202977905266871 https://twitter.com/i/web/status/1975202977905266871" [X Link](https://x.com/princetongb/status/1975202977905266871) 2025-10-06T14:14Z [----] followers, [----] engagements "Zombie biotechs converting to digital treasury companies. What stage of the cycle $LPTX $SNPTX $TAOX $XBI" [X Link](https://x.com/princetongb/status/1975307441643659440) 2025-10-06T21:09Z [----] followers, [----] engagements "WESTERN MIDSTREAM ANNOUNCES THIRD-QUARTER [----] DISTRIBUTION AND EARNINGS CONFERENCE CALL $WES" [X Link](https://x.com/princetongb/status/1979277258113122653) 2025-10-17T20:04Z [----] followers, [---] engagements "$ET $WES BREAKING: US natural gas prices extend rally to +12% on the day now on track for their largest daily increase since July [----]. Energy costs are rebounding as winter demand expectations rise. https://t.co/FPbDzRZojl BREAKING: US natural gas prices extend rally to +12% on the day now on track for their largest daily increase since July [----]. Energy costs are rebounding as winter demand expectations rise. https://t.co/FPbDzRZojl" [X Link](https://x.com/princetongb/status/1980427824340316388) 2025-10-21T00:16Z [----] followers, [----] engagements "Patient. $ET $WES Natural gas +14% today Keep building the data centers Natural gas +14% today Keep building the data centers" [X Link](https://x.com/princetongb/status/1980431239896264948) 2025-10-21T00:29Z [----] followers, [----] engagements "Forecasting MLPs oil + gas may have far more favorable appreciation next year with the AI energy pull and onshoring of US manufacturing. $OXY $WES $CVX $ET $XOM" [X Link](https://x.com/princetongb/status/1983196312851100011) 2025-10-28T15:37Z [----] followers, [---] engagements "December [--] less than a month away where James appears to be promising owning $TAOX will make you wealthy. IMO these treasury constructs seem like pyramid Ponzi schemes. We'll see . Note this ticker was formerly the biotech $SNPX. $LPTX took their biotech down this road with Winklevoss twins backing the conversion to crypto treasury. Many of the original backers in $TAOX pulled their money out as soon as their lockup ended. $XBI. Upcoming HUGE catalysts for $TAO (and thus $TAOX). All of these will happen: A) the first halving for $TAO on Dec [--]. Huge catalyst. $BTC went up 7000% after their" [X Link](https://x.com/princetongb/status/1990138443498999995) 2025-11-16T19:22Z [----] followers, [----] engagements "$TAOX has been behaving with deference to its biotechnology heritage= $SNPX Bittensor // $TAO The halving at Bittensor has been brought forward and has already happened. From $540 to $260. Where are the people who say $TAO will 4-digit this cycle or rise to the top 5-10 π€ Of course as always I have a few examples: @princeharry_za $2k+: https://t.co/C5aVOL1ezf Bittensor // $TAO The halving at Bittensor has been brought forward and has already happened. From $540 to $260. Where are the people who say $TAO will 4-digit this cycle or rise to the top 5-10 π€ Of course as always I have a few" [X Link](https://x.com/princetongb/status/1992292711534399969) 2025-11-22T18:02Z [----] followers, [----] engagements "Speculating the $ABVX bidding war already underway. The French government will do everything to hand this to $SNY and competing interest from the likes of $LLY and others may push the buyout price sky high" [X Link](https://x.com/princetongb/status/1992653888369877340) 2025-11-23T17:58Z [----] followers, 18K engagements "If the $CDTX pin action is any indication the $ABVX bids may be outlandish. Although crowded trades always a concern. Eye on $SNY as they're surely in the hunt but other BPs with deeper pockets. Speculating the $ABVX bidding war already underway. The French government will do everything to hand this to $SNY and competing interest from the likes of $LLY and others may push the buyout price sky high. Speculating the $ABVX bidding war already underway. The French government will do everything to hand this to $SNY and competing interest from the likes of $LLY and others may push the buyout price" [X Link](https://x.com/princetongb/status/1997375372497686867) 2025-12-06T18:39Z [----] followers, [----] engagements "Price per patient in the oncology trials at Roche in the 90's were $30k now pay over $250k/per patient to investigators. Oncology for profit trialists should be required: 1) to disclose to patients that they're being paid/per patient for profit; 2) to disclose if the control group is the standard of care or inferior. These patient mills create a highly unethical bias - the example of the Pluvicto pivotal trial excluding chemotherapy (control group) is one prime example. $XBI https://www.bloomberg.com/features/2025-cancer-drug-trials-money/embedded-checkout=true" [X Link](https://x.com/princetongb/status/2001686515806527895) 2025-12-18T16:10Z [----] followers, 51.2K engagements "$RLYB [---] data due any day. Overdue according to company guidance in November" [X Link](https://x.com/princetongb/status/2007915451238780981) 2026-01-04T20:42Z [----] followers, [----] engagements "$amgn https://www.prnewswire.com/news-releases/amgen-acquires-dark-blue-therapeutics-bolstering-oncology-pipeline-302652998.html https://www.prnewswire.com/news-releases/amgen-acquires-dark-blue-therapeutics-bolstering-oncology-pipeline-302652998.html" [X Link](https://x.com/princetongb/status/2008841887176909235) 2026-01-07T10:03Z [----] followers, [---] engagements "$LLY EXCLUSIVE: Eli Lilly has signed a deal to access Chai Discovery's AI software for designing molecules Financial terms are not publicly disclosed but sources tell me Lilly is paying an annual access fee in the mid-eight figures: https://t.co/s1ESrr5IGD EXCLUSIVE: Eli Lilly has signed a deal to access Chai Discovery's AI software for designing molecules Financial terms are not publicly disclosed but sources tell me Lilly is paying an annual access fee in the mid-eight figures: https://t.co/s1ESrr5IGD" [X Link](https://x.com/princetongb/status/2009677866657882503) 2026-01-09T17:25Z [----] followers, [----] engagements "More leaks. Heating up + suspect final bids were requested . bankers looking for a bid and raise from a $MRK competitor. Likely to gravitate closer to or over the $32B mark. $JNJ $AZN $RHHBY $RVMD IMO unlikely to have a buyout next week. Banker leaks appear to have likely sparked anger with prospective buyer(s). Look for this to be pushed out. However anything is possible including $ABBV rejoining the process. $MRK $RVMD IMO unlikely to have a buyout next week. Banker leaks appear to have likely sparked anger with prospective buyer(s). Look for this to be pushed out. However anything is" [X Link](https://x.com/princetongb/status/2009746422854267162) 2026-01-09T21:57Z [----] followers, 11.8K engagements "$KYTX presenting at J.P. #JPM26Wednesday January [--] [----] at 9:45 am PT" [X Link](https://x.com/princetongb/status/2011096539465400354) 2026-01-13T15:22Z [----] followers, [----] engagements "Technically interesting but isn't the $ABVX case more simple Best in class Tx by a sig margin high unmet need large patient population good management solid balance sheet. https://t.co/91hi1E8BAD https://t.co/91hi1E8BAD" [X Link](https://x.com/princetongb/status/2012884508668826083) 2026-01-18T13:47Z [----] followers, 24.8K engagements "@pawcio2009 @grok $RVMD likely by month's end" [X Link](https://x.com/princetongb/status/2013379511497248859) 2026-01-19T22:34Z [----] followers, [----] engagements "$WES $ET $PAA" [X Link](https://x.com/princetongb/status/2013423612749819936) 2026-01-20T01:29Z [----] followers, [----] engagements "Appears the French seek to exclude $LLY under EU rules and $AZN only needs to match their bid. Will $LLY play a Trump card Will $LLY raise their bid even higher to complicate a bid $AZN only needs to match" [X Link](https://x.com/princetongb/status/2013519294357783016) 2026-01-20T07:49Z [----] followers, [----] engagements "Without US political interference looks like $AZN may prevail in acquiring $ABVX" [X Link](https://x.com/princetongb/status/2013529070072459447) 2026-01-20T08:28Z [----] followers, [----] engagements "$VKTX should now have received minutes from their December FDA meeting. If they seek further clarification on moving the oral directly to phase [--] from that meeting they have [--] days to submit their questions and the FDA has [--] days to respond. Doesn't appear as clean as the bulls would hope https://twitter.com/i/web/status/2013629752066613674 https://twitter.com/i/web/status/2013629752066613674" [X Link](https://x.com/princetongb/status/2013629752066613674) 2026-01-20T15:08Z [----] followers, [----] engagements "Clear an investment bank is managing the entire auction process (and leaks) for $ABVX until they have the final winner. Suspect this is near conclusion. It will then be presented to Abivax for announcement. Nice way to eliminate a lot of regulatory/reporting process" [X Link](https://x.com/princetongb/status/2013678256843640839) 2026-01-20T18:21Z [----] followers, 15.4K engagements "Baker Brothers first bought $RVMD shares in Q1 [----] (2.7M). In Q2 [----] they added 1.4M crossing 5% ownership (13G filed Aug '25). Now own 9.5M shares per Q3 '25 13F. = Continue to believe RVMD will be acquired shortly. $XBI $MRK" [X Link](https://x.com/princetongb/status/2014024513881530865) 2026-01-21T17:17Z [----] followers, 13.6K engagements "January [--] $PALI [-----] poster - colon-targeted PDE4B inhibitor. Palisades recently received a $2.5 mil funding grant from the Crohn's & Colitis Foundation. IMO stock undervalued. Eventually will receive a boost from $ABVX buyout sentiment. $XBI" [X Link](https://x.com/princetongb/status/2014104065257431364) 2026-01-21T22:33Z [----] followers, [----] engagements "Paradox of progress. Erooms Law flips pharma upside down: Exponential biotech revolution clashes with exponential decline in innovation efficiency. $XBI Have a great weekend and remember to feed birds/wildlife during the storm" [X Link](https://x.com/princetongb/status/2014742598062129221) 2026-01-23T16:50Z [----] followers, [----] engagements "$XBI BREAKING: Representative Kevin Hern just filed a sale of his entire position in UnitedHealth stock $UNH. It was worth up to $500K. Hern sits on the House Ways and Means Subcommittee on Health. https://t.co/PPlT52nmU9 BREAKING: Representative Kevin Hern just filed a sale of his entire position in UnitedHealth stock $UNH. It was worth up to $500K. Hern sits on the House Ways and Means Subcommittee on Health. https://t.co/PPlT52nmU9" [X Link](https://x.com/princetongb/status/2014744111031497057) 2026-01-23T16:56Z [----] followers, [----] engagements "Expect BBs will be buying heavily into the dip. $RVMD Baker Brothers first bought $RVMD shares in Q1 [----] (2.7M). In Q2 [----] they added 1.4M crossing 5% ownership (13G filed Aug '25). Now own 9.5M shares per Q3 '25 13F. = Continue to believe RVMD will be acquired shortly. $XBI $MRK Baker Brothers first bought $RVMD shares in Q1 [----] (2.7M). In Q2 [----] they added 1.4M crossing 5% ownership (13G filed Aug '25). Now own 9.5M shares per Q3 '25 13F. = Continue to believe RVMD will be acquired shortly. $XBI $MRK" [X Link](https://x.com/princetongb/status/2015559165138100586) 2026-01-25T22:55Z [----] followers, [----] engagements "https://www.bloomberg.com/news/features/2026-01-25/japan-bond-market-crash-raises-alarm-for-global-interest-ratestaid=697693127a834d0001d1bcf2&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/features/2026-01-25/japan-bond-market-crash-raises-alarm-for-global-interest-ratestaid=697693127a834d0001d1bcf2&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter" [X Link](https://x.com/princetongb/status/2015572831770230888) 2026-01-25T23:49Z [----] followers, [----] engagements "Halting further investment in US Biotech. Holding current positions and will sell when targets are achieved (or not). Global debt USD debasement and geopolitical risk are too great at the moment. Industrial metals energy remain far more profitable with less risk. Beginning to button things down for unexpected events. $XBI https://twitter.com/i/web/status/2015830061690057183 https://twitter.com/i/web/status/2015830061690057183" [X Link](https://x.com/princetongb/status/2015830061690057183) 2026-01-26T16:51Z [----] followers, [----] engagements "Interesting $XBI For decades doctors believed the most common kidney stones (calcium oxalate) were lifeless lumps formed purely by chemistryminerals building up in the kidney. A groundbreaking study published this month (Jan 2026) by UCLA Health has proven this wrong. Using high-tech https://t.co/DF9IT1TZVc For decades doctors believed the most common kidney stones (calcium oxalate) were lifeless lumps formed purely by chemistryminerals building up in the kidney. A groundbreaking study published this month (Jan 2026) by UCLA Health has proven this wrong. Using high-tech https://t.co/DF9IT1TZVc" [X Link](https://x.com/princetongb/status/2016156550776189032) 2026-01-27T14:29Z [----] followers, [----] engagements "@JoseRestonVA @doepke_michel Do you receive a dividend on $ROG" [X Link](https://x.com/princetongb/status/2016159847704670478) 2026-01-27T14:42Z [----] followers, [---] engagements "@JoseRestonVA @doepke_michel Greatly appreciate the information. Have been steadily been building my dividend portfolio over the past few years and do need some global diversification" [X Link](https://x.com/princetongb/status/2016163875645780053) 2026-01-27T14:58Z [----] followers, [---] engagements "Baker Brothers $RVMD So what's propping up the $RVMD valuation now that immediate m&a is unlikely So what's propping up the $RVMD valuation now that immediate m&a is unlikely" [X Link](https://x.com/princetongb/status/2016309119058067885) 2026-01-28T00:35Z [----] followers, [----] engagements "$USDT has quietly become one of the biggest players in the global gold market with a "James Bond"- style bullion-filled bunker in Switzerland $PHYS $GLD https://www.bloomberg.com/news/articles/2026-01-28/tether-is-shaking-up-the-gold-market-with-massive-metal-hoardutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-28/tether-is-shaking-up-the-gold-market-with-massive-metal-hoardutm_source=website&utm_medium=share&utm_campaign=twitter" [X Link](https://x.com/anyuser/status/2016335630616199574) 2026-01-28T02:20Z [----] followers, [----] engagements "@JoseRestonVA @drrichjlaw @AdamSinger Zurich is one of my favorites" [X Link](https://x.com/princetongb/status/2016992339860873356) 2026-01-29T21:50Z [----] followers, [--] engagements ""$KYTX likely to present full KYV-101 SPS dataset at AAN (April) with simultaneous publication. BLA submission shortly thereafter." Full position" [X Link](https://x.com/anyuser/status/2017771910159839449) 2026-02-01T01:28Z [----] followers, [----] engagements "$VKTX has indicated that they received EOP FDA meeting minutes. If they received direct oral to P3 guidance that would be immediately material -- yet waiting until earnings to report Perhaps sought further clarification or not as expedited a clinical development timeline as telegraphed earlier. https://twitter.com/i/web/status/2018440731417772232 https://twitter.com/i/web/status/2018440731417772232" [X Link](https://x.com/anyuser/status/2018440731417772232) 2026-02-02T21:45Z [----] followers, [----] engagements "@Pharmdca Still immediately material (48 hours) from a regulatory standpoint. Will move share price significantly" [X Link](https://x.com/princetongb/status/2018450313997676629) 2026-02-02T22:23Z [----] followers, [---] engagements "@felandostephen1 @Doctor_Salomon $VKTX +ve news would be welcome for longtime shareholders" [X Link](https://x.com/princetongb/status/2018491363843596546) 2026-02-03T01:06Z [----] followers, [---] engagements "On $HIMS of course Jeff. Custom doses by size. Hey @grok how much does hyaluronic acid cost and where can someone buy it You know for ski jumping. https://t.co/aCaJ9om2Zu Hey @grok how much does hyaluronic acid cost and where can someone buy it You know for ski jumping. https://t.co/aCaJ9om2Zu" [X Link](https://x.com/princetongb/status/2019581293667704980) 2026-02-06T01:17Z [----] followers, [----] engagements "Will $VKTX earnings call drop +ve guidance on whether the FDA gave VK2735 oral the fast-pass to Phase [--] at their December meeting Yes - boom Murky - ouch Who cares Go $HIMS No - gassed Yes - boom Murky - ouch Who cares Go $HIMS No - gassed" [X Link](https://x.com/anyuser/status/2020600707788001656) 2026-02-08T20:48Z [----] followers, [----] engagements "Bad Bunny. Well done. #USA #PuertoRico" [X Link](https://x.com/anyuser/status/2020674125472072091) 2026-02-09T01:40Z [----] followers, [----] engagements "Attribution missing -. originates from Belgian cartoonist and comedian Philippe Geluck When youre dead you dont know youre dead. The pain is felt by others. The same thing happens when youre stupid. When youre dead you dont know youre dead. The pain is felt by others. The same thing happens when youre stupid" [X Link](https://x.com/anyuser/status/2021267603432321522) 2026-02-10T16:58Z [----] followers, [----] engagements "$MRNA This marks the end of the current generation mRNA tech vaccine development for influenza" [X Link](https://x.com/anyuser/status/2021380327038398941) 2026-02-11T00:26Z [----] followers, [----] engagements "@JoseRestonVA Welcome aboard" [X Link](https://x.com/princetongb/status/2021954687784960501) 2026-02-12T14:28Z [----] followers, [---] engagements "$VKTX split of [--] mg oral from once monthly to every two weeks strong strategic move. Reduces pill size. Reduces potential side effects. Perhaps will be their largest seller" [X Link](https://x.com/anyuser/status/2021956495559057783) 2026-02-12T14:36Z [----] followers, [----] engagements "Things happening in Paris" [X Link](https://x.com/anyuser/status/2022000150626123784) 2026-02-12T17:29Z [----] followers, [----] engagements "Puzzling that $RHHBY didn't buy $QURE but $BMY has [--] percent stake plus warrants which may have been a deterrent Look for $QURE to soar on Monday @abbynac :)" [X Link](https://x.com/princetongb/status/1099402268401717263) 2019-02-23T20:15Z [----] followers, [--] engagements "Also $ONCE a PA company versus $QUR and Netherlands" [X Link](https://x.com/princetongb/status/1099406874544406528) 2019-02-23T20:33Z [----] followers, [--] engagements "@adamfeuerstein @matthewherper $21 billion for a steak and lamb chop dinner. A lot of fine restaurants serve better strategic alternatives at reasonable prices. Don't understand this alternate reality of ROIzero. $KITE $FTSV $IMMU" [X Link](https://x.com/princetongb/status/1305440886696882177) 2020-09-14T09:38Z [----] followers, [--] engagements "It's OK for the US Government to monopolize/prevent export of essential components required for global expansion of C19 vaccine production and then suggest waiving industry IP claiming THAT will accelerate global availability @POTUS @SenWarren $PFE $MRNA $JNJ $AZN" [X Link](https://x.com/princetongb/status/1390072583740084225) 2021-05-05T22:35Z [----] followers, [--] engagements "For $CURIS to meet investor guidance re CA-4948 FDA type B meeting request would have to be submitted in the next two weeks. Most of these meetings post-COVID are now videoconference. FDA/CURIS required to schedule meeting within [--] days + FDA has [--] days to respond to request" [X Link](https://x.com/princetongb/status/1503044705206026242) 2022-03-13T16:25Z [----] followers, [--] engagements "$CURIS Washington State IST for gastric malignancy updated (June 28) with August [--] start date. Looks like CURIS is communicating with their partners hold is going to be lifted. We'll see" [X Link](https://x.com/princetongb/status/1549079465875185664) 2022-07-18T17:11Z [----] followers, [--] engagements "$VERVE without IND or IMPA circumventing these regulatory requirements altogether by dosing humans in countries with less stringent regulatory environments. Approach with considerable risk for in vivo gene therapy. Also illegal to ship US investigational drug outside US w/o IND" [X Link](https://x.com/princetongb/status/1589620540037550080) 2022-11-07T14:07Z [----] followers, [--] engagements "$ARRK has given it all back -- [--] years worth" [X Link](https://x.com/princetongb/status/1605991243640500225) 2022-12-22T18:18Z [----] followers, [---] engagements "@PeterSchiff They rolled back stress tests for Regionals in [----] - portions of Dodd-Frank. And well you know bankers. Additionally when you HTM classify on the books you're not allowed to hedge interest rate risk $SIVB" [X Link](https://x.com/princetongb/status/1637959535750008834) 2023-03-20T23:29Z [----] followers, [----] engagements "Title IV of the Economic Growth Regulatory Relief and Consumer Protection Act of [----] = raised the asset threshold at which a bank is considered and regulated as a systemically important financial institution to $250 billion = exempted $SIVB and other mid-sized banks from regular stress testing and enhanced liquidity risk management and resolution plan or living will requirements. Yet the fall of $SIVB wiped out $CS and created a potentially globally systemic contagion. https://twitter.com/i/web/status/1638173546546610177 https://twitter.com/i/web/status/1638173546546610177" [X Link](https://x.com/princetongb/status/1638173546546610177) 2023-03-21T13:39Z [----] followers, [--] engagements "$LLY to Acquire $DICE Therapeutics" [X Link](https://x.com/princetongb/status/1671107703840677889) 2023-06-20T10:48Z [----] followers, 12K engagements "$APPL confirming its decline. From innovative engineer to financial engineer" [X Link](https://x.com/princetongb/status/1786173949618848038) 2024-05-02T23:20Z [----] followers, [----] engagements "@JoseRestonVA Pfizer paying a great dividend" [X Link](https://x.com/princetongb/status/1823161953801425266) 2024-08-13T00:57Z [----] followers, [---] engagements "It's not the size the of the deal but the quality. 1/This great @WSJs π shows how after spending tens of billions of dollars for a single BioTech company big Pharma moguls such as $ABBV $AZN $BMY $AMGN $PFE & $VRTX have all shifted to acquiring smaller targets of $5B - for both regulatory & financials reasons. $XBI π§΅π https://t.co/yd4q8snU1H 1/This great @WSJs π shows how after spending tens of billions of dollars for a single BioTech company big Pharma moguls such as $ABBV $AZN $BMY $AMGN $PFE & $VRTX have all shifted to acquiring smaller targets of $5B - for both regulatory & financials" [X Link](https://x.com/princetongb/status/1825182978533703759) 2024-08-18T14:48Z [----] followers, [----] engagements "CMOs manufacture API and the clear benefit of the CDMO is that $VKTX has not had to build out a development and manufacturing team. Bachem would be a solid guess and partner. $VKTX $VKTX" [X Link](https://x.com/princetongb/status/1829557001397170620) 2024-08-30T16:29Z [----] followers, [---] engagements "Why do C19 vaccines availability remain dependent on FDA Emergency Use Authorization $NVAX "Our vaccine (Novavax) targets JN.1 the 'parent strain' of those currently circulating and our vaccine has demonstrated cross-reactivity against JN.1 lineage viruses including KP.2.3 KP.3 KP.3.1.1 and LB.1.1" Press release: https://ir.novavax.com/press-releases/2024-09-13-Novavax-2024-2025-Formula-COVID-19-Vaccine-Available-at-Major-Pharmacies-Across-the-U-S https://ir.novavax.com/press-releases/2024-09-13-Novavax-2024-2025-Formula-COVID-19-Vaccine-Available-at-Major-Pharmacies-Across-the-U-S" [X Link](https://x.com/princetongb/status/1834609834253025354) 2024-09-13T15:07Z [----] followers, [----] engagements "$PFE stunner. $5 billion loss" [X Link](https://x.com/princetongb/status/1839057636970606604) 2024-09-25T21:41Z [----] followers, [----] engagements "Top shelf few years for office MLPs: $ET $WES No state tax" [X Link](https://x.com/princetongb/status/1861214591327355062) 2024-11-26T01:05Z [----] followers, [---] engagements "$ET $WES $ET portfolio winner these past few years. Income generator. https://t.co/pXM9Qsmtkl $ET portfolio winner these past few years. Income generator. https://t.co/pXM9Qsmtkl" [X Link](https://x.com/princetongb/status/1862522864366133499) 2024-11-29T15:43Z [----] followers, [---] engagements "Nice. $TARA" [X Link](https://x.com/princetongb/status/1864685574591840509) 2024-12-05T14:57Z [----] followers, [----] engagements "@abbynac $ET $WES $BTI $DVAX" [X Link](https://x.com/princetongb/status/1865111890889703594) 2024-12-06T19:11Z [----] followers, [---] engagements "Almost skied into a Moose in Jackson Hole and definitely had to catch my breath. The sheer size shocked me. Fortunately it did not come after me. the size of a full grown adult male moose https://t.co/90QwVG8uqw the size of a full grown adult male moose https://t.co/90QwVG8uqw" [X Link](https://x.com/princetongb/status/1889737684320768087) 2025-02-12T18:05Z [----] followers, [---] engagements "$PSLV Silver is breaking the F out Silver is breaking the F out" [X Link](https://x.com/princetongb/status/1890426077002043748) 2025-02-14T15:41Z [----] followers, [---] engagements "Appears uncertain whether FDA or DOJ will emphatically curtail compounders to $LLY $NVO obesity drug offerings. DTP websites use slow upward titrations IRL and this has greatly reduced GI side effects (more than I anticipated). Issue now in obesity trials is need to show large reductions quickly for a competitive profile with low AEs. Thus all the AE obfuscation" [X Link](https://x.com/princetongb/status/1890836415698645458) 2025-02-15T18:51Z [----] followers, [---] engagements "Nick Leschly [------] shares at an average price of $184.08 per share December [----]. Right at the top banking $21.6 million. Between [----] and [----] Leschly sold [------] shares across [--] transactions. Banked $50 million total. = $BLUE sold today for $30 million to avoid bankruptcy" [X Link](https://x.com/princetongb/status/1892948450867618073) 2025-02-21T14:44Z [----] followers, [----] engagements "FDA feedback on TakeAim trial. Been following $CRIS a long time. Rarely achieve guidance make grandiose claims wasted mountains of investor capital. May have a chronic Tx safety signal from their European IST -- MDS trial abruptly ended. They have shown consistently that ema is active. Suitability of using the ongoing TakeAim Lymphoma Phase 1/2 study to support a potential accelerated regulatory path for a Conditional Marketing Authorization (CMA) submission in Europe and a New Drug Application (NDA) submission in the U.S: "For submission in Europe the Company engaged CHMP for scientific" [X Link](https://x.com/princetongb/status/1905620197329043731) 2025-03-28T13:57Z [----] followers, [----] engagements "No mention of a potential safety signal from the German MDS IST which was discontinued. $CRIS in desperate scramble to achieve accelerated approval status in PCNSL in order to survive" [X Link](https://x.com/princetongb/status/1906679967166894112) 2025-03-31T12:08Z [----] followers, [----] engagements "$SUPN Pharmaceuticals to Acquire $SAGE Therapeutics https://www.globenewswire.com/news-release/2025/06/16/3099695/19871/en/Supernus-Pharmaceuticals-to-Acquire-Sage-Therapeutics-Strengthening-its-Neuropsychiatry-Product-Portfolio.html https://www.globenewswire.com/news-release/2025/06/16/3099695/19871/en/Supernus-Pharmaceuticals-to-Acquire-Sage-Therapeutics-Strengthening-its-Neuropsychiatry-Product-Portfolio.html" [X Link](https://x.com/princetongb/status/1934569014023332309) 2025-06-16T11:09Z [----] followers, [---] engagements "$IDYA at ESMO Oct. [--]. https://media.ideayabio.com/index.phps=20295&item=122631 https://media.ideayabio.com/index.phps=20295&item=122631 https://media.ideayabio.com/index.phps=20295&item=122631 https://media.ideayabio.com/index.phps=20295&item=122631" [X Link](https://x.com/princetongb/status/1948426997006315772) 2025-07-24T16:56Z [----] followers, [----] engagements "Favorite MLPs: $WES $PAA $ET (added on recent weakness) $EPD. Data center buildouts for AI are going to greatly strain US energy supply. Yields here are 7-9% tax-deferred" [X Link](https://x.com/princetongb/status/1949137764630294665) 2025-07-26T16:00Z [----] followers, [----] engagements "$ET $WES earnings tomorrow. Looking for project expansion announcements as a result of tariff negotiation outcomes and increased AI energy demand" [X Link](https://x.com/princetongb/status/1952808434203504820) 2025-08-05T19:06Z [----] followers, [---] engagements "$TAOX interesting to see how this offsets insiders selling their initial shares. Didn't seem like the founders had much conviction with major cash-outs when lockups expired - the share price plummeted from recent highs" [X Link](https://x.com/princetongb/status/1953095372751950080) 2025-08-06T14:06Z [----] followers, [----] engagements "Three year CAGR. Steady strong. $WES: +23.4% $MPLX: +28.0% $ET: +26.7%" [X Link](https://x.com/princetongb/status/1953124596183392633) 2025-08-06T16:02Z [----] followers, [----] engagements "$phys There it is: Inflation adjusted gold prices have officially hit a new record high for the first time since the 1980s. Inflation + rate cuts = gold's dream setup. https://t.co/eS7blRIHkQ There it is: Inflation adjusted gold prices have officially hit a new record high for the first time since the 1980s. Inflation + rate cuts = gold's dream setup. https://t.co/eS7blRIHkQ" [X Link](https://x.com/princetongb/status/1966193379517276558) 2025-09-11T17:33Z [----] followers, [---] engagements "Catalyst-rich Q4 ahead for $IDYA: a. Sept 8: 10-year R&D Day (multiple data updates) b. Sept 7: IDE849 Phase [--] SCLC data at IASLC WCLC c. Q4: Darovasertib + crizotinib Phase 2/3 median PFS in d. 1L metastatic uveal melanoma; supports accelerated approval e. Q4: Phase [--] OS data for darovasertib combo in [--] MUM pts at major conference f. Q4: Darovasertib neoadjuvant Phase [--] data in primary uveal melanoma at ESMO g. Q4: IDE397 + Trodelvy combo data; INDs for IDE892 IDE034 IDE574" [X Link](https://x.com/princetongb/status/1972669501612110143) 2025-09-29T14:27Z [----] followers, [---] engagements "Wait. There's more. $ABVX" [X Link](https://x.com/princetongb/status/1972771391641726976) 2025-09-29T21:12Z [----] followers, 19.7K engagements "$ABVX ".obefazimod led to a pooled 16.4% (p0.0001) placebo-adjusted clinical remission rate at Week 8; met primary and all key secondary endpoints."" [X Link](https://x.com/princetongb/status/1974855375473225925) 2025-10-05T15:13Z [----] followers, 43.2K engagements "$PGTX. Congrats @Biohazard3737" [X Link](https://x.com/princetongb/status/1976715757108040050) 2025-10-10T18:25Z [----] followers, [----] engagements "My biopick entry perking up. Have a great weekend. $GLUE" [X Link](https://x.com/princetongb/status/1976736706830213137) 2025-10-10T19:48Z [----] followers, [----] engagements "$GLUE 's platform highly undervalued. Described in Science recently. Mining the CRBN target space redefines rules for molecular glueinduced neosubstrate recognition Science https://www.science.org/stoken/author-tokens/ST-2724/full https://www.science.org/stoken/author-tokens/ST-2724/full https://www.science.org/stoken/author-tokens/ST-2724/full https://www.science.org/stoken/author-tokens/ST-2724/full" [X Link](https://x.com/princetongb/status/1977065783676280935) 2025-10-11T17:36Z [----] followers, [----] engagements "$SANA Scientists may have found a cure for type [--] diabetes. For the first time ever a man with type [--] diabetes is making his own insulin after receiving a cell transplant that required no immune-suppressing drugs. Doctors took islet cells the insulin-producing cells of the https://t.co/vwZmre0Iec Scientists may have found a cure for type [--] diabetes. For the first time ever a man with type [--] diabetes is making his own insulin after receiving a cell transplant that required no immune-suppressing drugs. Doctors took islet cells the insulin-producing cells of the https://t.co/vwZmre0Iec" [X Link](https://x.com/princetongb/status/1977079903326707999) 2025-10-11T18:32Z [----] followers, 14.6K engagements "$SANA having quite a day. Will go much further when they narrow their IND filing window" [X Link](https://x.com/princetongb/status/1978475933708259521) 2025-10-15T14:59Z [----] followers, [----] engagements "Disc Medicine Announces Receipt of FDA Commissioners National Priority Voucher (CNPV) for Bitopertin in Erythropoietic Protoporphyria (EPP) $IRON $XBI" [X Link](https://x.com/princetongb/status/1978958072560095567) 2025-10-16T22:55Z [----] followers, [---] engagements "$CDTX at IDWeek and ESWI. Presentations October [--] and October [--]. #catalysts ID Week [----] Presentation Title: A Randomized Placebo-controlled Trial to Evaluate the Safety and Efficacy of CD388 a Novel Drug-Fc-Conjugate for Prevention of Illness due to Influenza A and B in Healthy Unvaccinated Participants Presenter: James Alexander MD MPH FIDSA Session: Extra Extra New Info on Treating and Preventing RSV and Influenza Location: B401-B402 Atlanta GA Date/Time: Monday October [--] [----] 3:15 PM 4:30 PM ET Showcase of late-breaking Phase [--] data on CD388 highlighting positive results from Cidaras" [X Link](https://x.com/princetongb/status/1979213906842407389) 2025-10-17T15:52Z [----] followers, [----] engagements "$IDYA unusual activity into close. $IDYA at ESMO Oct. [--]. https://t.co/iWCC554eDU https://t.co/IhP2n4FMKd $IDYA at ESMO Oct. [--]. https://t.co/iWCC554eDU https://t.co/IhP2n4FMKd" [X Link](https://x.com/princetongb/status/1979308286798369140) 2025-10-17T22:07Z [----] followers, [----] engagements "Solid. $IDYA $IDYA Cantor OS update model +1020% / 2030% stock move depending on outcomes of [--] months or [--] months OS respectively.base case assumes [----] months reflecting a 6-month benefit over the 1213-month historical benchmarks similar to KIMMTRAKs 5.7-month OS improvement https://t.co/j8uZ4wKNCn $IDYA Cantor OS update model +1020% / 2030% stock move depending on outcomes of [--] months or [--] months OS respectively.base case assumes [----] months reflecting a 6-month benefit over the 1213-month historical benchmarks similar to KIMMTRAKs 5.7-month OS improvement https://t.co/j8uZ4wKNCn" [X Link](https://x.com/princetongb/status/1979334655938826514) 2025-10-17T23:52Z [----] followers, [----] engagements "Ok. $GLUE $GLUE TCG CROSSOVER just bought 4.4M shares making it #4 in portfolio Note #2 is $NKTR $GLUE TCG CROSSOVER just bought 4.4M shares making it #4 in portfolio Note #2 is $NKTR" [X Link](https://x.com/princetongb/status/1979335416601022904) 2025-10-17T23:55Z [----] followers, [----] engagements "Yata's $NVS pedigree and brilliant discovery platforms currently w [--] clinical stage programs make it likely $IDYA swallowed whole by BP ( Novartis/ $RHHBY). Almost a billion in cash" [X Link](https://x.com/princetongb/status/1979576282699456745) 2025-10-18T15:52Z [----] followers, [----] engagements "$PSLV BREAKING: Total US public debt has hit record $37.9 TRILLION. This marks a +$400 BILLION jump this month or +$25 billion per day. Federal debt has now surged +$1.7 TRILLION since the debt ceiling was raised in July rising over +$425 billion every month. At the current https://t.co/xuc6fOq7P6 BREAKING: Total US public debt has hit record $37.9 TRILLION. This marks a +$400 BILLION jump this month or +$25 billion per day. Federal debt has now surged +$1.7 TRILLION since the debt ceiling was raised in July rising over +$425 billion every month. At the current https://t.co/xuc6fOq7P6" [X Link](https://x.com/princetongb/status/1979962573819650281) 2025-10-19T17:27Z [----] followers, [----] engagements "Banker bailout. BREAKING π¨: Argentina Argentina's Peso has fallen to an all-time low against the U.S. Dollar and has now collapsed 99.8% since [----] ππ https://t.co/OLSbQbsfFW BREAKING π¨: Argentina Argentina's Peso has fallen to an all-time low against the U.S. Dollar and has now collapsed 99.8% since [----] ππ https://t.co/OLSbQbsfFW" [X Link](https://x.com/princetongb/status/1980422017615884379) 2025-10-20T23:52Z [----] followers, [----] engagements "@BigChodu Decline in this stock can only mean one thing" [X Link](https://x.com/princetongb/status/1980425006585950525) 2025-10-21T00:04Z [----] followers, [---] engagements "@Varro_Analytics @srqstockpicker Unfortunately he crashed and burned on $lptx and selling $tril before the buyout. Hope he is doing well" [X Link](https://x.com/princetongb/status/1980430871359549889) 2025-10-21T00:28Z [----] followers, [---] engagements "@BartlettBacchus Love the vineyard. [----] something to remember" [X Link](https://x.com/princetongb/status/1981880059615936854) 2025-10-25T00:26Z [----] followers, [--] engagements "@BartlettBacchus Just checked to see what was left of my '97s. Out of Montelena but some Stag's in the cellar - they were built for aging back then. So should still be interesting" [X Link](https://x.com/princetongb/status/1981888365398991073) 2025-10-25T00:59Z [----] followers, [--] engagements "Impossible to feel sorry for this heir and of course the Swiss banks knew of Freemont's crimes for decades = How a handymans wife helped an Herms heir discover hed lost $15 billion - The Wall Street Journal https://apple.news/AGEHXMbg8Rsiwd6pUdidWnA https://apple.news/AGEHXMbg8Rsiwd6pUdidWnA" [X Link](https://x.com/princetongb/status/1982241501938856268) 2025-10-26T00:22Z [----] followers, [---] engagements "$NVS agrees to acquire $RNA an innovator in RNA therapeutics strengthening its late-stage neuroscience pipeline $NVS $RNA https://t.co/MyAImjfKEz $NVS $RNA https://t.co/MyAImjfKEz" [X Link](https://x.com/princetongb/status/1982497130234421575) 2025-10-26T17:18Z [----] followers, [----] engagements "$GLUE $GLUE 's platform highly undervalued. Described in Science recently. Mining the CRBN target space redefines rules for molecular glueinduced neosubstrate recognition Science https://t.co/GKCZrpFo1x $GLUE 's platform highly undervalued. Described in Science recently. Mining the CRBN target space redefines rules for molecular glueinduced neosubstrate recognition Science https://t.co/GKCZrpFo1x" [X Link](https://x.com/princetongb/status/1982903781730988500) 2025-10-27T20:14Z [----] followers, [----] engagements "$IDYA $IDYA unusual activity into close. https://t.co/cCgnStI98F $IDYA unusual activity into close. https://t.co/cCgnStI98F" [X Link](https://x.com/princetongb/status/1982933238701273125) 2025-10-27T22:11Z [----] followers, [----] engagements "@synapse_surfer VAV1 degradation is upstream in the immune signaling cascade. iIL17 is downstream and targets a single effector cytokine. Far superior immunomodulation of inflammatory biology. $GLUE" [X Link](https://x.com/princetongb/status/1983179540311728313) 2025-10-28T14:30Z [----] followers, [---] engagements "$XBI (free article view) https://www.wsj.com/opinion/fda-drug-approvals-replimune-marty-makary-vinay-prasad-aecbd68ast=rtNv2q&reflink=desktopwebshare_permalink https://www.wsj.com/opinion/fda-drug-approvals-replimune-marty-makary-vinay-prasad-aecbd68ast=rtNv2q&reflink=desktopwebshare_permalink" [X Link](https://x.com/princetongb/status/1983202453769334841) 2025-10-28T16:01Z [----] followers, [----] engagements "@synapse_surfer IL-6 (Pro-inflammatory Cytokine): MRT-6160 demonstrated significant and sustained attenuation of IL-6 production with reductions of 60-90% across dose levels (over 80% at all but the lowest dose) following B-cell stimulation. $GLUE https://clinicaltrials.gov/study/NCT06597799 https://clinicaltrials.gov/study/NCT06597799" [X Link](https://x.com/princetongb/status/1983210893543399536) 2025-10-28T16:34Z [----] followers, [--] engagements "Many folks jubilantly posting screenshots of their YTD returns on X. Everyone an investing guru. Many posers with pictures of new Ferraris and Porsches. vanity plates . super espresso coffee makers . beach volleyball in Portugal and post game cocktails that lubricate the posting of biotech investment maxims for the ages . couch surfers so smart they need to share and offer you a paid substack opportunity to guaranteed wealth. Geniuses I tell you. These are the days. Rhyme with [----] $XBI" [X Link](https://x.com/princetongb/status/1983308223743398265) 2025-10-28T23:01Z [----] followers, [---] engagements "$CDTX A major influenza vaccine manufacturer likely to acquire . $SNY" [X Link](https://x.com/princetongb/status/1983560198133276858) 2025-10-29T15:42Z [----] followers, [----] engagements "Bloom Energy PE = [----] $BE" [X Link](https://x.com/princetongb/status/1983710299623661936) 2025-10-30T01:39Z [----] followers, [----] engagements "Felt Metsera was inferior to Viking. Anguished Novo and angry Pfizer appearing somewhat foolish. Not on that ride but entertaining nonetheless. $NVO $PFE $LLY $VKTX $XBI" [X Link](https://x.com/princetongb/status/1983889116849725782) 2025-10-30T13:29Z [----] followers, [----] engagements "Bubbling. $CDTX" [X Link](https://x.com/princetongb/status/1983900295345365416) 2025-10-30T14:14Z [----] followers, [---] engagements "Difficult to imagine the French government would let anyone but another French company to purchase $ABVX. Outsider bid would trigger "sensitive sector" designation triggering massive bureaucracy. $SNY" [X Link](https://x.com/princetongb/status/1983918743693496418) 2025-10-30T15:27Z [----] followers, [----] engagements "Clinical and non-clinical data generated to date suggest that CD388 has the potential to be an effective non-vaccine preventative for both pandemic and seasonal influenza $CDTX Announces BARDA Award to Support Expanded Manufacturing and Clinical Development of CD388 its Non-Vaccine Influenza Preventative Therapeutic https://www.globenewswire.com/news-release/2025/10/02/3160684/0/en/Cidara-Therapeutics-Announces-BARDA-Award-to-Support-Expanded-Manufacturing-and-Clinical-Development-of-CD388-its-Non-Vaccine-Influenza-Preventative-Therapeutic.html" [X Link](https://x.com/princetongb/status/1983945695431135338) 2025-10-30T17:14Z [----] followers, [----] engagements "$CDTX Special company" [X Link](https://x.com/princetongb/status/1984046420576629175) 2025-10-30T23:55Z [----] followers, [---] engagements "JPM $CDTX price target $200" [X Link](https://x.com/princetongb/status/1984595411022036998) 2025-11-01T12:16Z [----] followers, [----] engagements "Citi's [----] SMID Cap Biopharma Call Series Thursday November 6th [----] at 12:00 PM ET = Fireside chat with $IDYAYujiro S. Hata President and Chief Executive Officer hosted by Yigal D. Nochomovitz Ph.D. Director SMid Cap Biotech Analyst" [X Link](https://x.com/princetongb/status/1984675982964637854) 2025-11-01T17:36Z [----] followers, [----] engagements "$TAOX π¨NEW: The South Park kids launch a Crypto memecoin scam and it's sort of really accurate πππ https://t.co/HQRmUeh7Ll π¨NEW: The South Park kids launch a Crypto memecoin scam and it's sort of really accurate πππ https://t.co/HQRmUeh7Ll" [X Link](https://x.com/princetongb/status/1984754761661395349) 2025-11-01T22:49Z [----] followers, [----] engagements "Speculating an $ABVX takeout of $150-170/share in the coming weeks/months. = Industry-wide biotech takeover premiums have averaged around 87% since [----] = They've moderated a bit in 2024-2025 to 40-80% for deals involving mid-cap biotechs with strong clinical data" [X Link](https://x.com/princetongb/status/1984812914377634248) 2025-11-02T02:40Z [----] followers, [----] engagements "$NVS please help. BioTwitter please forward on to Novartis." [X Link](https://x.com/princetongb/status/1984943253301403930) 2025-11-02T11:18Z [----] followers, [---] engagements "Energy Transfer = IMO.No MLP appears better positioned than $ET for capitalizing on the [----] AI-driven data center energy surge especially in terms of direct natural gas supply contracts scale and geographic advantage. = Tax advantaged = 7.9% dividend" [X Link](https://x.com/princetongb/status/1985055097752302076) 2025-11-02T18:43Z [----] followers, [---] engagements "Not so. If health insurance were conducted honestly without fraud and with genuine regard for people's well-being the inclusion of a large pool of healthy individuals would significantly lower costs for everyone involved. Instead healthcare systems have gamed the process discovering ways to siphon off profits at the expense of patients and payers alike. In truth you need only cheap catastrophic insurance if you are in decent shape and under [--] (60). Most adult men barely see doctors the entire system is a huge tax on men. The only other reason to have insurance is the crazy 75%+ discounts the" [X Link](https://x.com/princetongb/status/1985099917048824157) 2025-11-02T21:41Z [----] followers, [----] engagements "Appears @US_FDA felt the same way. $QURE On notable display in one recent and one pending biotech trial is the statistical maneuvering by the biotech sponsor to redesign endpoints to make them more achievable. $QURE - ditched sham surgery the historical classical control in neurodegenerative diseases to UDRS/3 years On notable display in one recent and one pending biotech trial is the statistical maneuvering by the biotech sponsor to redesign endpoints to make them more achievable. $QURE - ditched sham surgery the historical classical control in neurodegenerative diseases to UDRS/3 years" [X Link](https://x.com/princetongb/status/1985343283707416784) 2025-11-03T13:48Z [----] followers, 25.1K engagements "New Orleans reeling from cocktail of debt and empty skyscrapers =Eight of the city's [--] major office buildings are financed through collateralized mortgage-backed securities (CMBS) complex Wall Street loans that bundle property debt into bonds sold to investors. via @DailyMail https://mol.im/a/15177375 https://mol.im/a/15177375" [X Link](https://x.com/princetongb/status/1985364085991518351) 2025-11-03T15:10Z [----] followers, [----] engagements "Some additional comments: Sponsor $QURE submits the meeting minutes to the FDA. The FDA posture clearly changed and QURE needs to disclose this to avoid litigation regarding non-disclosure of a material event. So while shareholders are correctly pointing out this provides advocacy/political pressure time to do it's work -- and highlights the FDA guidance flip-flop there are data versus an active control which contradict the recently reported efficacy. Much risk this doesn't go in stockholders favor or becomes a prolonged political battle. Appears @US_FDA felt the same way. $QURE Appears" [X Link](https://x.com/princetongb/status/1985380870279008660) 2025-11-03T16:17Z [----] followers, 22K engagements "ANNUAL potential patient pool for $CDTX CD388: = Significantly expanded based on recent FDA guidance and Phase [--] protocol changes = Now encompasses adults aged [--] and older regardless of comorbidities +individuals over [--] years old with high-risk health conditions or immune-suppressed status. Population potentially eligible for CD388 has increased from [--] million previously to well over [---] million people per year in the U.S. alone Potential to be one the largest annual single dose prevention therapeutics in history if data continue to be positive in confirmatory trials" [X Link](https://x.com/princetongb/status/1985741817111859580) 2025-11-04T16:11Z [----] followers, [---] engagements "$CDTX . massive TAM. Unique MOA" [X Link](https://x.com/princetongb/status/1986506245050933289) 2025-11-06T18:49Z [----] followers, [----] engagements "@seedy19tron TAM for $CDTX is remarkable" [X Link](https://x.com/princetongb/status/1986581119400075417) 2025-11-06T23:47Z [----] followers, [---] engagements "$CDTX ".This change more than doubles the target population potentially eligible to receive CD388." Over [---] million people" [X Link](https://x.com/princetongb/status/1986585151929766031) 2025-11-07T00:03Z [----] followers, [---] engagements "Beautiful day in the Windy City. Great place to Biotech. Have a nice weekend. $XBI" [X Link](https://x.com/princetongb/status/1986920595011854725) 2025-11-07T22:15Z [----] followers, [----] engagements "Gifting. Paywall removed. $PFE wins. $VKTX https://www.wsj.com/health/pharma/pfizer-and-metsera-reach-deal-worth-up-to-10-billion-be5def52st=NuwVhE&reflink=desktopwebshare_permalink https://www.wsj.com/health/pharma/pfizer-and-metsera-reach-deal-worth-up-to-10-billion-be5def52st=NuwVhE&reflink=desktopwebshare_permalink" [X Link](https://x.com/princetongb/status/1987002600068362564) 2025-11-08T03:41Z [----] followers, 17.9K engagements "IMO $PFE made the wrong choice. $VKTX Gifting. Paywall removed. $PFE wins. $VKTX https://t.co/IV4PzsW1IA Gifting. Paywall removed. $PFE wins. $VKTX https://t.co/IV4PzsW1IA" [X Link](https://x.com/princetongb/status/1987004904787853605) 2025-11-08T03:51Z [----] followers, 16.1K engagements "Not sure history will be kind to Bourla's tenure. Felt that Viking always had the better portfolio and science but agree w/ your assessment regarding management being a key factor in negotiations -- explains much. Hard to fathom BL couldn't entice a BP offer at this stage. Suspect my long-dated call options will score well soon. $VKTX" [X Link](https://x.com/princetongb/status/1987158718484558283) 2025-11-08T14:02Z [----] followers, [---] engagements "New Pill From $MRK Could Slash Cholesterol Levels Trials Show = Great stuff from Merck. Fascinating biochemistry. https://www.nytimes.com/2025/11/08/health/merck-cholesterol-pill-pcsk9.htmlsmid=tw-share https://www.nytimes.com/2025/11/08/health/merck-cholesterol-pill-pcsk9.htmlsmid=tw-share" [X Link](https://x.com/princetongb/status/1987343303298134074) 2025-11-09T02:15Z [----] followers, [----] engagements ""Greatness does not come about through accumulating great amounts of money great amounts of publicity or great power in government. When you help someone in any of thousands of ways you help the world. Kindness is costless but also priceless. Whether you are religious or not its hard to beat The Golden Rule as a guide to behavior. -- Warren Buffet November [--] 2025" [X Link](https://x.com/princetongb/status/1987955365481251085) 2025-11-10T18:47Z [----] followers, [----] engagements "$GLUE up 100% on the year. #biopick2025" [X Link](https://x.com/princetongb/status/1988029781443834271) 2025-11-10T23:43Z [----] followers, [----] engagements "$CDTX CD388s Phase 2b NAVIGATE trial for seasonal prophylaxis: = completed in [----] = demonstrated 76% efficacy and good safety/tolerability in preventing laboratory-confirmed influenza infection over a full season Phase [--] started in October [----]. One of my most highly favored speculative portfolio positions (risk/reward). Massive TAM. Seasonal administration to potentially [---] million" [X Link](https://x.com/princetongb/status/1988244138072920199) 2025-11-11T13:55Z [----] followers, 14.2K engagements "$SANA has not narrowed their IND window which may be a red flag. "As early as 2026" is not guidance but any date in the future. Sold my common at the recent peak for a very slight profit and calls for 100% profit. Will consider a new position when SANA updates guidance. The recent departure of several board members and general counsel also concerns me" [X Link](https://x.com/princetongb/status/1988254309021090302) 2025-11-11T14:35Z [----] followers, [---] engagements "@2035Bio Always a risk in biotech" [X Link](https://x.com/princetongb/status/1988262630495007108) 2025-11-11T15:08Z [----] followers, [--] engagements "$PSLV $PHYS Important to watch this . serious implications as Tether accumulates a global treasury of precious metals. BREAKING NEWS TETHER IS HIRING TWO OF THE WORLDS MOST SENIOR PRECIOUS METALS TRADERS FROM HSBC TO CHALLENGE THE ESTABLISHED PLAYERS OF THE BULLION MARKET. Wow. BREAKING NEWS TETHER IS HIRING TWO OF THE WORLDS MOST SENIOR PRECIOUS METALS TRADERS FROM HSBC TO CHALLENGE THE ESTABLISHED PLAYERS OF THE BULLION MARKET. Wow" [X Link](https://x.com/princetongb/status/1988271347428909426) 2025-11-11T15:43Z [----] followers, [---] engagements "@jayabacus $TAOX too . wild stuff" [X Link](https://x.com/princetongb/status/1988607445049147872) 2025-11-12T13:58Z [----] followers, [---] engagements "Northern Lights Princeton campus last night. - credit Joytsna Gaur" [X Link](https://x.com/princetongb/status/1989019056146420205) 2025-11-13T17:14Z [----] followers, [---] engagements "Big win for the office. $MRK $CDTX CD388s Phase 2b NAVIGATE trial for seasonal prophylaxis: = completed in [----] = demonstrated 76% efficacy and good safety/tolerability in preventing laboratory-confirmed influenza infection over a full season Phase [--] started in October [----]. One of my most highly $CDTX CD388s Phase 2b NAVIGATE trial for seasonal prophylaxis: = completed in [----] = demonstrated 76% efficacy and good safety/tolerability in preventing laboratory-confirmed influenza infection over a full season Phase [--] started in October [----]. One of my most highly" [X Link](https://x.com/princetongb/status/1989194139963941295) 2025-11-14T04:50Z [----] followers, [----] engagements "Impressed with Robert Davis and his team regarding the decision to acquire $CDTX. Massive potential and longterm revenue stream for $MRK with the potential to permanently disrupt the influenza vaccine landscape. #rightstuff" [X Link](https://x.com/princetongb/status/1989749961920307286) 2025-11-15T17:38Z [----] followers, [----] engagements "$ABVX est. $222 buyout" [X Link](https://x.com/princetongb/status/1990798246785237003) 2025-11-18T15:04Z [----] followers, 17.7K engagements "@kingkang80 Fun to speculate. Got close with CDTX" [X Link](https://x.com/princetongb/status/1990824494210994637) 2025-11-18T16:48Z [----] followers, [----] engagements "New Hallmark Movie: "Fir Play" Shes saving her trees but can she resist the man whos about to light them up" Starring Sydney Sweeney. New Hallmark movie plot just dropped. https://t.co/arC7mx6IDU New Hallmark movie plot just dropped. https://t.co/arC7mx6IDU" [X Link](https://x.com/princetongb/status/1990827496380436933) 2025-11-18T17:00Z [----] followers, [---] engagements "Not as advertised = Since Oct. [--] $BTC price has dropped nearly 28%. $PSLV" [X Link](https://x.com/princetongb/status/1991177867896434719) 2025-11-19T16:12Z [----] followers, [---] engagements "@Pharmdca EOP2 oral guidance may be a significant/underestimated near term catalyst. $VKTX" [X Link](https://x.com/princetongb/status/1991930221784904030) 2025-11-21T18:02Z [----] followers, [----] engagements "@BanounHelene Appreciate the response and sharing your work on beyfortus Helene. $CDTX $XBI" [X Link](https://x.com/princetongb/status/1992352902950854707) 2025-11-22T22:02Z [----] followers, [--] engagements "@aditharun_ Raised it to $222 (certain to be incorrect but fun to speculate). $ABVX" [X Link](https://x.com/princetongb/status/1992671999873990926) 2025-11-23T19:10Z [----] followers, 15.3K engagements "Bayers Asundexian Met Primary Efficacy and Safety Endpoints in Landmark Phase III OCEANIC-STROKE Study in Secondary Stroke Prevention $BAYRY $BMY $XBI" [X Link](https://x.com/princetongb/status/1992704117085806950) 2025-11-23T21:17Z [----] followers, [----] engagements "$GLUE #biopick2025 +127%" [X Link](https://x.com/princetongb/status/1993005031285797185) 2025-11-24T17:13Z [----] followers, [---] engagements "French government can't afford to lose $ABVX to another county -- bidding is going to be fierce. Outside of Sanofi French pharma mega market caps are low/few. Abivax may go to an international bidder but the French will fight to keep them - they have strategic national interest laws that can make it difficult for outsiders (may lead to a protracted process): The top French pharmaceutical companies by market cap are: = Sanofi: The dominant player with a market cap over [---] billion. = Ipsen: The second largest with a market cap around 10-12 billion. = Virbac SA: A significant player" [X Link](https://x.com/princetongb/status/1995533842535592118) 2025-12-01T16:41Z [----] followers, 12.9K engagements "@BigChodu Not a chance. Only local that can pull it off Sanofi. An international bidder would have to build a major pharmaceutical facility in the country to be a contender" [X Link](https://x.com/princetongb/status/1995538225948185040) 2025-12-01T16:59Z [----] followers, [---] engagements "$IDYA Biosciences Announces IND Clearance for IDE034 a Potential First-in-Class Bispecific B7H3/PTK7 TOP1 ADC Targeting Multiple Solid Tumor Types" [X Link](https://x.com/princetongb/status/1995878982924087691) 2025-12-02T15:33Z [----] followers, [----] engagements "$GLUE #biopick2025" [X Link](https://x.com/princetongb/status/1996342387547984007) 2025-12-03T22:14Z [----] followers, [----] engagements "$TARA with a positive data update at #SUO2025" [X Link](https://x.com/princetongb/status/1996954851348246890) 2025-12-05T14:48Z [----] followers, [----] engagements "Great OpEd = $GOOG $TSLA no paywall https://www.bloomberg.com/opinion/articles/2025-12-05/ai-future-may-be-written-in-railroads-pastaccessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2NTE0MjA2MywiZXhwIjoxNzY1NzQ2ODYzLCJhcnRpY2xlSWQiOiJUNlNTNEFLSVVQVDcwMCIsImJjb25uZWN0SWQiOiI5QzVCRTdFQUU1Mjk0QUZCOUVCRjQzQTA1RkMwNzFDOSJ9.Rja0snOSOm6xdlRPScmHkokQptV5ndJ9Tu4NFgI5ySw" [X Link](https://x.com/princetongb/status/1997777302835655038) 2025-12-07T21:16Z [----] followers, [---] engagements "In another FDA era all the management promotion $IBRX is conducting online for Anktiva would be considered a severe regulatory pre-promotional violation(s) for off-label indications" [X Link](https://x.com/princetongb/status/1998767842045694073) 2025-12-10T14:52Z [----] followers, [----] engagements "Whoa. Inspiring for the 40+ crowd. Looking forward to skiing in the New Year. Have a spectacular weekend. Lindsey Vonn retired from skiing for five years got titanium implants in her knee and turned [--] two months ago. Today she won her first World Cup downhill in seven years and first since her surgery. https://t.co/X8xGQwibN2 Lindsey Vonn retired from skiing for five years got titanium implants in her knee and turned [--] two months ago. Today she won her first World Cup downhill in seven years and first since her surgery. https://t.co/X8xGQwibN2" [X Link](https://x.com/princetongb/status/1999548651488653725) 2025-12-12T18:35Z [----] followers, [----] engagements "$GLUE with an outstanding platform high potential BP acquisition target" [X Link](https://x.com/princetongb/status/2000990978031706148) 2025-12-16T18:06Z [----] followers, [----] engagements "Overachiever $ABVX Announces Acceptance of [--] Abstracts Evaluating Obefazimod in Inflammatory Bowel Disease at ECCO [----] Featuring an Oral Presentation on Preclinical Anti-Fibrotic Findings" [X Link](https://x.com/princetongb/status/2001404153445179447) 2025-12-17T21:28Z [----] followers, [----] engagements "$TAK Zasocitinib Landmark Phase [--] Plaque Psoriasis Data Show Promise to Deliver Clear Skin in a Once-Daily Pill Catalyzing a New Era of Treatment" [X Link](https://x.com/princetongb/status/2001677707210318064) 2025-12-18T15:35Z [----] followers, [----] engagements "Wishing you and your loved ones a Merry Christmas May the New Year bring you Joy . . . $PSLV Bells" [X Link](https://x.com/princetongb/status/2003162455028175284) 2025-12-22T17:55Z [----] followers, [----] engagements "Long term holding $DVAX acquired by $SNY https://www.prnewswire.com/news-releases/sanofi-to-acquire-dynavax-adding-a-marketed-adult-hepatitis-b-vaccine-and-phase-12-shingles-candidate-to-the-pipeline-302649146.html https://www.prnewswire.com/news-releases/sanofi-to-acquire-dynavax-adding-a-marketed-adult-hepatitis-b-vaccine-and-phase-12-shingles-candidate-to-the-pipeline-302649146.html" [X Link](https://x.com/princetongb/status/2003750531291136480) 2025-12-24T08:52Z [----] followers, 13.2K engagements "@kingkang80 π$DVAX best possible bolt-on for cash flow. Best in class Heplivax and soon shingles. Adjuvant and platform will diversify their vaccine portfolio nicely beyond influenza. Tried hard to interest CSL Seqirus when the market cap was $100 million" [X Link](https://x.com/princetongb/status/2003765714273087859) 2025-12-24T09:52Z [----] followers, [---] engagements "@DudeBiotech @sanofi $SNY stole it. Incredible cash flow cash cow" [X Link](https://x.com/princetongb/status/2003819830584213511) 2025-12-24T13:27Z [----] followers, [--] engagements "What's happening with metals is deeply concerning. The world is rejecting USD and the race is on to accumulate assets. Countries ciphered that the US would seek to offload debt problems through stable coins/crypto and now Tether folks have metal assets rivaling Central Banks of some nations. Inflation will rebound much higher and oil prices may harshly reverse in the coming year (s)" [X Link](https://x.com/princetongb/status/2004365555629764801) 2025-12-26T01:36Z [----] followers, [----] engagements "Silver: HSBC Bank of Nova Scotia and Bank of America hold notable shorts while $JPM has shifted net long. - CFTC Dec '25 Bank Participation Report. $PSLV $SLV" [X Link](https://x.com/princetongb/status/2004706256247030134) 2025-12-27T00:09Z [----] followers, [----] engagements ""Guaraldi moved to Warner Bros. Records in the late Sixties and made three albums for that label. In [----] he became an unofficial member of the Grateful Dead jamming with them in Bay Area concerts while the group was between permanent keyboardists."" [X Link](https://x.com/princetongb/status/2005009535027872007) 2025-12-27T20:14Z [----] followers, [---] engagements "Portfolio returns achieved 178% for [----]. Judicious/cautious use of options drove outsize performance. Biotech energy and metals (silver) were key themes = will continue the same in [----]. Large percentage of gains were moved into dividend stocks and rolling treasury bills. CDTX was my best performing equity. In addition to running the Office portfolio managed a consulting company/staff full time (since 2004). So PM Office job is the side-hustle. Majority of success is constant reading/learning relying on science avoiding risk. Kept a low profile this year sifting through the "noise" on X." [X Link](https://x.com/princetongb/status/2006354485094854862) 2025-12-31T13:19Z [----] followers, [----] engagements "$KYTX milestones: - Presentation of the full dataset from the Phase [--] KYSA-8 trial of KYV-101 in stiff person syndrome (SPS) on the way. - BLS filing for KYV-101 in SPS during the first half of [----]. - KYV101 positioned as a potential first CART approved for autoimmune disease. - Positive topline data from the pivotal Phase [--] KYSA8 trial in SPS recently announced and driving current sentiment" [X Link](https://x.com/princetongb/status/2007495888977924607) 2026-01-03T16:54Z [----] followers, [----] engagements "$KYTX back-of-the-envelope peak revenue forecast:" [X Link](https://x.com/princetongb/status/2007495890781798742) 2026-01-03T16:54Z [----] followers, [----] engagements "Venezuelan President Rubio likely has Cuba liberation in sight. If Republicans hold the Presidency in the next election Cuba likely to become a commonwealth or State" [X Link](https://x.com/princetongb/status/2007565271838441817) 2026-01-03T21:30Z [----] followers, [--] engagements "$KYTX ideal BOLT-ON ACQUISITION for $GILD. Seamlessly extends GILD's cell therapy leadership via Kite Pharma into autoimmune diseases w minimal integration risk + high upside potential. GILD has a 7.2% ownership in KYTX w [-------] shares post-IPO dilution. Strategic Rationale: Portfolio Expansion: KYTX's CD19 CAR-T and Treg platforms target high-unmet needs in autoimmune conditions (e.g. lupus myasthenia gravis) complementing GILD's oncology-focused CAR-T expertise. This diversifies beyond HIV and oncology tapping a $100B+ autoimmune market. Technology Synergies: Builds on existing 2020" [X Link](https://x.com/princetongb/status/2007882135089127587) 2026-01-04T18:29Z [----] followers, [----] engagements "$GLUE to present interim clinical results for the NEK7-directed molecular glue degrader MRT-8102 Jan [--] [----] at 8:00 a.m. ET. = Presentation will highlight interim data from the ongoing Phase [--] study including the Part [--] CRP proof-of-concept cohort in subjects with elevated cardiovascular disease risk. https://twitter.com/i/web/status/2008702890047672580 https://twitter.com/i/web/status/2008702890047672580" [X Link](https://x.com/princetongb/status/2008702890047672580) 2026-01-07T00:51Z [----] followers, [----] engagements "$RVMD IMO unlikely to have a next week. Banker leaks appear to have likely sparked anger with prospective buyer(s). Look for this to be pushed out. However anything is possible including $ABBV rejoining the process. $MRK" [X Link](https://x.com/princetongb/status/2009669261095256294) 2026-01-09T16:51Z [----] followers, [---] engagements "$RVMD IMO unlikely to have a buyout next week. Banker leaks appear to have likely sparked anger with prospective buyer(s). Look for this to be pushed out. However anything is possible including $ABBV rejoining the process. $MRK" [X Link](https://x.com/princetongb/status/2009675512550219920) 2026-01-09T17:15Z [----] followers, 20.7K engagements "$IDYA Biosciences Provides a Business Update and Outlines [----] Corporate Objectives at the 44th Annual J.P. Morgan Healthcare Conference" [X Link](https://x.com/princetongb/status/2010512976143380900) 2026-01-12T00:43Z [----] followers, [----] engagements "$VKTX $LLY $NVO I'm proud to serve as @eMedHealth_s Chief Wellness Officer. We're working on something that really matters improving population health at scale so that people can feel better perform better and protect their long term health. https://t.co/D2rhQcA9nj I'm proud to serve as @eMedHealth_s Chief Wellness Officer. We're working on something that really matters improving population health at scale so that people can feel better perform better and protect their long term health. https://t.co/D2rhQcA9nj" [X Link](https://x.com/princetongb/status/2010706300590535069) 2026-01-12T13:31Z [----] followers, [----] engagements "This . Cook finally fixing prior to departure . $APPL Apple is finally fixing Siri by partnering with Googles Gemini AI model. All it took was [--] years a blown first-mover advantage an existential competitive threat in AI and this Larry David rant from the final season of Curb Your Enthusiasm. https://t.co/9kx8egsPiJ Apple is finally fixing Siri by partnering with Googles Gemini AI model. All it took was [--] years a blown first-mover advantage an existential competitive threat in AI and this Larry David rant from the final season of Curb Your Enthusiasm. https://t.co/9kx8egsPiJ" [X Link](https://x.com/princetongb/status/2010761589876801788) 2026-01-12T17:11Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@princetongb Charles GordonCharles Gordon posts on X about $vktx, $lly, $mrk, $pfe the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks finance cryptocurrencies countries technology brands currencies travel destinations automotive brands celebrities musicians
Social topic influence $vktx #97, $lly, $mrk, $pfe, $nvo, $xbi, $sana, $bmy, $mrna, $pslv
Top accounts mentioned or mentioned by @joserestonva @semodough @biohazard3737 @bigchodu @pawcio2009 @grok @doepkemichel @pharmdca @abbynac @usfda @annisen @statnews @dannynirvana1 @ashhematology @rxrega @ft @matthewherper @potus @srqstockpicker @bartlettbacchus
Top assets mentioned Viking Therapeutics, Inc (VKTX) Eli Lilly and Company (LLY) Merck & Co., Inc. (MRK) Pfizer, Inc. (PFE) Novo-Nordisk (NVO) Sana Biotechnology, Inc. (SANA) Bristol-Myers Squibb Co (BMY) Moderna Inc (MRNA) Cidara Therapeutics, Inc. (CDTX) Amgen, Inc. (AMGN) Energy Transfer, LP. (ET) Abivax SA (ABVX) Monte Rosa Therapeutics, Inc. (GLUE) Western Midstream Partners, LP. (WES) Viking Holdings Ltd (VIK) Johnson & Johnson (JNJ) Gilead Sciences, Inc. (GILD) Tao Synergies Inc. (TAOX) IDEAYA Biosciences, Inc. Common Stock (IDYA) Synthetify (SNY) AstraZeneca PLC (AZN) Bitcoin (BTC) SPDR GOLD ETF (GLD) Advanced Micro Devices (AMD) Kyverna Therapeutics, Inc. (KYTX) Novartis AG (NVS) Revolution Medicines, Inc. (RVMD) Vertex Protocol (VRTX) Hims & Hers Health, Inc. (HIMS) uniQure N.V. (QURE) Novavax Inc (NVAX) Tesla, Inc. (TSLA) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Amazon.com, Inc. (AMZN) AbbVie Inc (ABBV) Sanofi (SNY) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Bittensor (TAO) Tether (USDT) Sarepta Therapeutics, Inc. (SRPT)
Top posts by engagements in the last [--] hours
"#biopick2026 contest pick Kyverna Therapeutics $KYTX. Market cap $500 million top management. Superb risk-reward at this stage. Not a lotto win the contest or flame-out selection. Solid 2x - 5x potential. Some milestones and forecasting from my notes below. AI will give you more. Imagine DTC advert w/ Celine Dion as a spokesperson/former patient. https://twitter.com/i/web/status/2007495887212396809 https://twitter.com/i/web/status/2007495887212396809"
X Link 2026-01-03T16:54Z [----] followers, 16.4K engagements
"$VKTX management unfortunately not connecting"
X Link 2026-01-13T18:10Z [----] followers, 25.9K engagements
""Gross . likes Magellan Midstream Partners LP. He said its still at a 7% arb discount to Oneok Inc. which agreed in May to buy Magellan in a roughly $19 billion cash-and-stock transaction.""
X Link 2023-07-26T21:37Z [----] followers, [---] engagements
"Truist also claimed $CRIS "emavusertib is the next Pharmacyclics." Which sold for $21 billion. Current Curis market cap $94 million"
X Link 2024-05-01T23:31Z [----] followers, [---] engagements
"$PFE Enters into Exclusive Licensing Agreement with 3SBio - https://www.businesswire.com/news/home/20250519321225/en/Pfizer-Enters-into-Exclusive-Licensing-Agreement-with-3SBioutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20250519321225/en/Pfizer-Enters-into-Exclusive-Licensing-Agreement-with-3SBioutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2025-05-20T00:08Z [----] followers, [----] engagements
"Winklevoss twins convert $LPTX to digital treasury on the heels of James Altrucher doing the same with $SNPX to $TAOX. TAOX is flailing so far despite promotions of great wealth by Altrucher. Insiders clean up on warrants with short lockups. Suppose $CRIS will be next. What stage of the cycle are we in $XBI https://twitter.com/i/web/status/1975202977905266871 https://twitter.com/i/web/status/1975202977905266871"
X Link 2025-10-06T14:14Z [----] followers, [----] engagements
"Zombie biotechs converting to digital treasury companies. What stage of the cycle $LPTX $SNPTX $TAOX $XBI"
X Link 2025-10-06T21:09Z [----] followers, [----] engagements
"WESTERN MIDSTREAM ANNOUNCES THIRD-QUARTER [----] DISTRIBUTION AND EARNINGS CONFERENCE CALL $WES"
X Link 2025-10-17T20:04Z [----] followers, [---] engagements
"$ET $WES BREAKING: US natural gas prices extend rally to +12% on the day now on track for their largest daily increase since July [----]. Energy costs are rebounding as winter demand expectations rise. https://t.co/FPbDzRZojl BREAKING: US natural gas prices extend rally to +12% on the day now on track for their largest daily increase since July [----]. Energy costs are rebounding as winter demand expectations rise. https://t.co/FPbDzRZojl"
X Link 2025-10-21T00:16Z [----] followers, [----] engagements
"Patient. $ET $WES Natural gas +14% today Keep building the data centers Natural gas +14% today Keep building the data centers"
X Link 2025-10-21T00:29Z [----] followers, [----] engagements
"Forecasting MLPs oil + gas may have far more favorable appreciation next year with the AI energy pull and onshoring of US manufacturing. $OXY $WES $CVX $ET $XOM"
X Link 2025-10-28T15:37Z [----] followers, [---] engagements
"December [--] less than a month away where James appears to be promising owning $TAOX will make you wealthy. IMO these treasury constructs seem like pyramid Ponzi schemes. We'll see . Note this ticker was formerly the biotech $SNPX. $LPTX took their biotech down this road with Winklevoss twins backing the conversion to crypto treasury. Many of the original backers in $TAOX pulled their money out as soon as their lockup ended. $XBI. Upcoming HUGE catalysts for $TAO (and thus $TAOX). All of these will happen: A) the first halving for $TAO on Dec [--]. Huge catalyst. $BTC went up 7000% after their"
X Link 2025-11-16T19:22Z [----] followers, [----] engagements
"$TAOX has been behaving with deference to its biotechnology heritage= $SNPX Bittensor // $TAO The halving at Bittensor has been brought forward and has already happened. From $540 to $260. Where are the people who say $TAO will 4-digit this cycle or rise to the top 5-10 π€ Of course as always I have a few examples: @princeharry_za $2k+: https://t.co/C5aVOL1ezf Bittensor // $TAO The halving at Bittensor has been brought forward and has already happened. From $540 to $260. Where are the people who say $TAO will 4-digit this cycle or rise to the top 5-10 π€ Of course as always I have a few"
X Link 2025-11-22T18:02Z [----] followers, [----] engagements
"Speculating the $ABVX bidding war already underway. The French government will do everything to hand this to $SNY and competing interest from the likes of $LLY and others may push the buyout price sky high"
X Link 2025-11-23T17:58Z [----] followers, 18K engagements
"If the $CDTX pin action is any indication the $ABVX bids may be outlandish. Although crowded trades always a concern. Eye on $SNY as they're surely in the hunt but other BPs with deeper pockets. Speculating the $ABVX bidding war already underway. The French government will do everything to hand this to $SNY and competing interest from the likes of $LLY and others may push the buyout price sky high. Speculating the $ABVX bidding war already underway. The French government will do everything to hand this to $SNY and competing interest from the likes of $LLY and others may push the buyout price"
X Link 2025-12-06T18:39Z [----] followers, [----] engagements
"Price per patient in the oncology trials at Roche in the 90's were $30k now pay over $250k/per patient to investigators. Oncology for profit trialists should be required: 1) to disclose to patients that they're being paid/per patient for profit; 2) to disclose if the control group is the standard of care or inferior. These patient mills create a highly unethical bias - the example of the Pluvicto pivotal trial excluding chemotherapy (control group) is one prime example. $XBI https://www.bloomberg.com/features/2025-cancer-drug-trials-money/embedded-checkout=true"
X Link 2025-12-18T16:10Z [----] followers, 51.2K engagements
"$RLYB [---] data due any day. Overdue according to company guidance in November"
X Link 2026-01-04T20:42Z [----] followers, [----] engagements
"$amgn https://www.prnewswire.com/news-releases/amgen-acquires-dark-blue-therapeutics-bolstering-oncology-pipeline-302652998.html https://www.prnewswire.com/news-releases/amgen-acquires-dark-blue-therapeutics-bolstering-oncology-pipeline-302652998.html"
X Link 2026-01-07T10:03Z [----] followers, [---] engagements
"$LLY EXCLUSIVE: Eli Lilly has signed a deal to access Chai Discovery's AI software for designing molecules Financial terms are not publicly disclosed but sources tell me Lilly is paying an annual access fee in the mid-eight figures: https://t.co/s1ESrr5IGD EXCLUSIVE: Eli Lilly has signed a deal to access Chai Discovery's AI software for designing molecules Financial terms are not publicly disclosed but sources tell me Lilly is paying an annual access fee in the mid-eight figures: https://t.co/s1ESrr5IGD"
X Link 2026-01-09T17:25Z [----] followers, [----] engagements
"More leaks. Heating up + suspect final bids were requested . bankers looking for a bid and raise from a $MRK competitor. Likely to gravitate closer to or over the $32B mark. $JNJ $AZN $RHHBY $RVMD IMO unlikely to have a buyout next week. Banker leaks appear to have likely sparked anger with prospective buyer(s). Look for this to be pushed out. However anything is possible including $ABBV rejoining the process. $MRK $RVMD IMO unlikely to have a buyout next week. Banker leaks appear to have likely sparked anger with prospective buyer(s). Look for this to be pushed out. However anything is"
X Link 2026-01-09T21:57Z [----] followers, 11.8K engagements
"$KYTX presenting at J.P. #JPM26Wednesday January [--] [----] at 9:45 am PT"
X Link 2026-01-13T15:22Z [----] followers, [----] engagements
"Technically interesting but isn't the $ABVX case more simple Best in class Tx by a sig margin high unmet need large patient population good management solid balance sheet. https://t.co/91hi1E8BAD https://t.co/91hi1E8BAD"
X Link 2026-01-18T13:47Z [----] followers, 24.8K engagements
"@pawcio2009 @grok $RVMD likely by month's end"
X Link 2026-01-19T22:34Z [----] followers, [----] engagements
"$WES $ET $PAA"
X Link 2026-01-20T01:29Z [----] followers, [----] engagements
"Appears the French seek to exclude $LLY under EU rules and $AZN only needs to match their bid. Will $LLY play a Trump card Will $LLY raise their bid even higher to complicate a bid $AZN only needs to match"
X Link 2026-01-20T07:49Z [----] followers, [----] engagements
"Without US political interference looks like $AZN may prevail in acquiring $ABVX"
X Link 2026-01-20T08:28Z [----] followers, [----] engagements
"$VKTX should now have received minutes from their December FDA meeting. If they seek further clarification on moving the oral directly to phase [--] from that meeting they have [--] days to submit their questions and the FDA has [--] days to respond. Doesn't appear as clean as the bulls would hope https://twitter.com/i/web/status/2013629752066613674 https://twitter.com/i/web/status/2013629752066613674"
X Link 2026-01-20T15:08Z [----] followers, [----] engagements
"Clear an investment bank is managing the entire auction process (and leaks) for $ABVX until they have the final winner. Suspect this is near conclusion. It will then be presented to Abivax for announcement. Nice way to eliminate a lot of regulatory/reporting process"
X Link 2026-01-20T18:21Z [----] followers, 15.4K engagements
"Baker Brothers first bought $RVMD shares in Q1 [----] (2.7M). In Q2 [----] they added 1.4M crossing 5% ownership (13G filed Aug '25). Now own 9.5M shares per Q3 '25 13F. = Continue to believe RVMD will be acquired shortly. $XBI $MRK"
X Link 2026-01-21T17:17Z [----] followers, 13.6K engagements
"January [--] $PALI [-----] poster - colon-targeted PDE4B inhibitor. Palisades recently received a $2.5 mil funding grant from the Crohn's & Colitis Foundation. IMO stock undervalued. Eventually will receive a boost from $ABVX buyout sentiment. $XBI"
X Link 2026-01-21T22:33Z [----] followers, [----] engagements
"Paradox of progress. Erooms Law flips pharma upside down: Exponential biotech revolution clashes with exponential decline in innovation efficiency. $XBI Have a great weekend and remember to feed birds/wildlife during the storm"
X Link 2026-01-23T16:50Z [----] followers, [----] engagements
"$XBI BREAKING: Representative Kevin Hern just filed a sale of his entire position in UnitedHealth stock $UNH. It was worth up to $500K. Hern sits on the House Ways and Means Subcommittee on Health. https://t.co/PPlT52nmU9 BREAKING: Representative Kevin Hern just filed a sale of his entire position in UnitedHealth stock $UNH. It was worth up to $500K. Hern sits on the House Ways and Means Subcommittee on Health. https://t.co/PPlT52nmU9"
X Link 2026-01-23T16:56Z [----] followers, [----] engagements
"Expect BBs will be buying heavily into the dip. $RVMD Baker Brothers first bought $RVMD shares in Q1 [----] (2.7M). In Q2 [----] they added 1.4M crossing 5% ownership (13G filed Aug '25). Now own 9.5M shares per Q3 '25 13F. = Continue to believe RVMD will be acquired shortly. $XBI $MRK Baker Brothers first bought $RVMD shares in Q1 [----] (2.7M). In Q2 [----] they added 1.4M crossing 5% ownership (13G filed Aug '25). Now own 9.5M shares per Q3 '25 13F. = Continue to believe RVMD will be acquired shortly. $XBI $MRK"
X Link 2026-01-25T22:55Z [----] followers, [----] engagements
"https://www.bloomberg.com/news/features/2026-01-25/japan-bond-market-crash-raises-alarm-for-global-interest-ratestaid=697693127a834d0001d1bcf2&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/features/2026-01-25/japan-bond-market-crash-raises-alarm-for-global-interest-ratestaid=697693127a834d0001d1bcf2&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2026-01-25T23:49Z [----] followers, [----] engagements
"Halting further investment in US Biotech. Holding current positions and will sell when targets are achieved (or not). Global debt USD debasement and geopolitical risk are too great at the moment. Industrial metals energy remain far more profitable with less risk. Beginning to button things down for unexpected events. $XBI https://twitter.com/i/web/status/2015830061690057183 https://twitter.com/i/web/status/2015830061690057183"
X Link 2026-01-26T16:51Z [----] followers, [----] engagements
"Interesting $XBI For decades doctors believed the most common kidney stones (calcium oxalate) were lifeless lumps formed purely by chemistryminerals building up in the kidney. A groundbreaking study published this month (Jan 2026) by UCLA Health has proven this wrong. Using high-tech https://t.co/DF9IT1TZVc For decades doctors believed the most common kidney stones (calcium oxalate) were lifeless lumps formed purely by chemistryminerals building up in the kidney. A groundbreaking study published this month (Jan 2026) by UCLA Health has proven this wrong. Using high-tech https://t.co/DF9IT1TZVc"
X Link 2026-01-27T14:29Z [----] followers, [----] engagements
"@JoseRestonVA @doepke_michel Do you receive a dividend on $ROG"
X Link 2026-01-27T14:42Z [----] followers, [---] engagements
"@JoseRestonVA @doepke_michel Greatly appreciate the information. Have been steadily been building my dividend portfolio over the past few years and do need some global diversification"
X Link 2026-01-27T14:58Z [----] followers, [---] engagements
"Baker Brothers $RVMD So what's propping up the $RVMD valuation now that immediate m&a is unlikely So what's propping up the $RVMD valuation now that immediate m&a is unlikely"
X Link 2026-01-28T00:35Z [----] followers, [----] engagements
"$USDT has quietly become one of the biggest players in the global gold market with a "James Bond"- style bullion-filled bunker in Switzerland $PHYS $GLD https://www.bloomberg.com/news/articles/2026-01-28/tether-is-shaking-up-the-gold-market-with-massive-metal-hoardutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-28/tether-is-shaking-up-the-gold-market-with-massive-metal-hoardutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-01-28T02:20Z [----] followers, [----] engagements
"@JoseRestonVA @drrichjlaw @AdamSinger Zurich is one of my favorites"
X Link 2026-01-29T21:50Z [----] followers, [--] engagements
""$KYTX likely to present full KYV-101 SPS dataset at AAN (April) with simultaneous publication. BLA submission shortly thereafter." Full position"
X Link 2026-02-01T01:28Z [----] followers, [----] engagements
"$VKTX has indicated that they received EOP FDA meeting minutes. If they received direct oral to P3 guidance that would be immediately material -- yet waiting until earnings to report Perhaps sought further clarification or not as expedited a clinical development timeline as telegraphed earlier. https://twitter.com/i/web/status/2018440731417772232 https://twitter.com/i/web/status/2018440731417772232"
X Link 2026-02-02T21:45Z [----] followers, [----] engagements
"@Pharmdca Still immediately material (48 hours) from a regulatory standpoint. Will move share price significantly"
X Link 2026-02-02T22:23Z [----] followers, [---] engagements
"@felandostephen1 @Doctor_Salomon $VKTX +ve news would be welcome for longtime shareholders"
X Link 2026-02-03T01:06Z [----] followers, [---] engagements
"On $HIMS of course Jeff. Custom doses by size. Hey @grok how much does hyaluronic acid cost and where can someone buy it You know for ski jumping. https://t.co/aCaJ9om2Zu Hey @grok how much does hyaluronic acid cost and where can someone buy it You know for ski jumping. https://t.co/aCaJ9om2Zu"
X Link 2026-02-06T01:17Z [----] followers, [----] engagements
"Will $VKTX earnings call drop +ve guidance on whether the FDA gave VK2735 oral the fast-pass to Phase [--] at their December meeting Yes - boom Murky - ouch Who cares Go $HIMS No - gassed Yes - boom Murky - ouch Who cares Go $HIMS No - gassed"
X Link 2026-02-08T20:48Z [----] followers, [----] engagements
"Bad Bunny. Well done. #USA #PuertoRico"
X Link 2026-02-09T01:40Z [----] followers, [----] engagements
"Attribution missing -. originates from Belgian cartoonist and comedian Philippe Geluck When youre dead you dont know youre dead. The pain is felt by others. The same thing happens when youre stupid. When youre dead you dont know youre dead. The pain is felt by others. The same thing happens when youre stupid"
X Link 2026-02-10T16:58Z [----] followers, [----] engagements
"$MRNA This marks the end of the current generation mRNA tech vaccine development for influenza"
X Link 2026-02-11T00:26Z [----] followers, [----] engagements
"@JoseRestonVA Welcome aboard"
X Link 2026-02-12T14:28Z [----] followers, [---] engagements
"$VKTX split of [--] mg oral from once monthly to every two weeks strong strategic move. Reduces pill size. Reduces potential side effects. Perhaps will be their largest seller"
X Link 2026-02-12T14:36Z [----] followers, [----] engagements
"Things happening in Paris"
X Link 2026-02-12T17:29Z [----] followers, [----] engagements
"Puzzling that $RHHBY didn't buy $QURE but $BMY has [--] percent stake plus warrants which may have been a deterrent Look for $QURE to soar on Monday @abbynac :)"
X Link 2019-02-23T20:15Z [----] followers, [--] engagements
"Also $ONCE a PA company versus $QUR and Netherlands"
X Link 2019-02-23T20:33Z [----] followers, [--] engagements
"@adamfeuerstein @matthewherper $21 billion for a steak and lamb chop dinner. A lot of fine restaurants serve better strategic alternatives at reasonable prices. Don't understand this alternate reality of ROIzero. $KITE $FTSV $IMMU"
X Link 2020-09-14T09:38Z [----] followers, [--] engagements
"It's OK for the US Government to monopolize/prevent export of essential components required for global expansion of C19 vaccine production and then suggest waiving industry IP claiming THAT will accelerate global availability @POTUS @SenWarren $PFE $MRNA $JNJ $AZN"
X Link 2021-05-05T22:35Z [----] followers, [--] engagements
"For $CURIS to meet investor guidance re CA-4948 FDA type B meeting request would have to be submitted in the next two weeks. Most of these meetings post-COVID are now videoconference. FDA/CURIS required to schedule meeting within [--] days + FDA has [--] days to respond to request"
X Link 2022-03-13T16:25Z [----] followers, [--] engagements
"$CURIS Washington State IST for gastric malignancy updated (June 28) with August [--] start date. Looks like CURIS is communicating with their partners hold is going to be lifted. We'll see"
X Link 2022-07-18T17:11Z [----] followers, [--] engagements
"$VERVE without IND or IMPA circumventing these regulatory requirements altogether by dosing humans in countries with less stringent regulatory environments. Approach with considerable risk for in vivo gene therapy. Also illegal to ship US investigational drug outside US w/o IND"
X Link 2022-11-07T14:07Z [----] followers, [--] engagements
"$ARRK has given it all back -- [--] years worth"
X Link 2022-12-22T18:18Z [----] followers, [---] engagements
"@PeterSchiff They rolled back stress tests for Regionals in [----] - portions of Dodd-Frank. And well you know bankers. Additionally when you HTM classify on the books you're not allowed to hedge interest rate risk $SIVB"
X Link 2023-03-20T23:29Z [----] followers, [----] engagements
"Title IV of the Economic Growth Regulatory Relief and Consumer Protection Act of [----] = raised the asset threshold at which a bank is considered and regulated as a systemically important financial institution to $250 billion = exempted $SIVB and other mid-sized banks from regular stress testing and enhanced liquidity risk management and resolution plan or living will requirements. Yet the fall of $SIVB wiped out $CS and created a potentially globally systemic contagion. https://twitter.com/i/web/status/1638173546546610177 https://twitter.com/i/web/status/1638173546546610177"
X Link 2023-03-21T13:39Z [----] followers, [--] engagements
"$LLY to Acquire $DICE Therapeutics"
X Link 2023-06-20T10:48Z [----] followers, 12K engagements
"$APPL confirming its decline. From innovative engineer to financial engineer"
X Link 2024-05-02T23:20Z [----] followers, [----] engagements
"@JoseRestonVA Pfizer paying a great dividend"
X Link 2024-08-13T00:57Z [----] followers, [---] engagements
"It's not the size the of the deal but the quality. 1/This great @WSJs π shows how after spending tens of billions of dollars for a single BioTech company big Pharma moguls such as $ABBV $AZN $BMY $AMGN $PFE & $VRTX have all shifted to acquiring smaller targets of $5B - for both regulatory & financials reasons. $XBI π§΅π https://t.co/yd4q8snU1H 1/This great @WSJs π shows how after spending tens of billions of dollars for a single BioTech company big Pharma moguls such as $ABBV $AZN $BMY $AMGN $PFE & $VRTX have all shifted to acquiring smaller targets of $5B - for both regulatory & financials"
X Link 2024-08-18T14:48Z [----] followers, [----] engagements
"CMOs manufacture API and the clear benefit of the CDMO is that $VKTX has not had to build out a development and manufacturing team. Bachem would be a solid guess and partner. $VKTX $VKTX"
X Link 2024-08-30T16:29Z [----] followers, [---] engagements
"Why do C19 vaccines availability remain dependent on FDA Emergency Use Authorization $NVAX "Our vaccine (Novavax) targets JN.1 the 'parent strain' of those currently circulating and our vaccine has demonstrated cross-reactivity against JN.1 lineage viruses including KP.2.3 KP.3 KP.3.1.1 and LB.1.1" Press release: https://ir.novavax.com/press-releases/2024-09-13-Novavax-2024-2025-Formula-COVID-19-Vaccine-Available-at-Major-Pharmacies-Across-the-U-S https://ir.novavax.com/press-releases/2024-09-13-Novavax-2024-2025-Formula-COVID-19-Vaccine-Available-at-Major-Pharmacies-Across-the-U-S"
X Link 2024-09-13T15:07Z [----] followers, [----] engagements
"$PFE stunner. $5 billion loss"
X Link 2024-09-25T21:41Z [----] followers, [----] engagements
"Top shelf few years for office MLPs: $ET $WES No state tax"
X Link 2024-11-26T01:05Z [----] followers, [---] engagements
"$ET $WES $ET portfolio winner these past few years. Income generator. https://t.co/pXM9Qsmtkl $ET portfolio winner these past few years. Income generator. https://t.co/pXM9Qsmtkl"
X Link 2024-11-29T15:43Z [----] followers, [---] engagements
"Nice. $TARA"
X Link 2024-12-05T14:57Z [----] followers, [----] engagements
"@abbynac $ET $WES $BTI $DVAX"
X Link 2024-12-06T19:11Z [----] followers, [---] engagements
"Almost skied into a Moose in Jackson Hole and definitely had to catch my breath. The sheer size shocked me. Fortunately it did not come after me. the size of a full grown adult male moose https://t.co/90QwVG8uqw the size of a full grown adult male moose https://t.co/90QwVG8uqw"
X Link 2025-02-12T18:05Z [----] followers, [---] engagements
"$PSLV Silver is breaking the F out Silver is breaking the F out"
X Link 2025-02-14T15:41Z [----] followers, [---] engagements
"Appears uncertain whether FDA or DOJ will emphatically curtail compounders to $LLY $NVO obesity drug offerings. DTP websites use slow upward titrations IRL and this has greatly reduced GI side effects (more than I anticipated). Issue now in obesity trials is need to show large reductions quickly for a competitive profile with low AEs. Thus all the AE obfuscation"
X Link 2025-02-15T18:51Z [----] followers, [---] engagements
"Nick Leschly [------] shares at an average price of $184.08 per share December [----]. Right at the top banking $21.6 million. Between [----] and [----] Leschly sold [------] shares across [--] transactions. Banked $50 million total. = $BLUE sold today for $30 million to avoid bankruptcy"
X Link 2025-02-21T14:44Z [----] followers, [----] engagements
"FDA feedback on TakeAim trial. Been following $CRIS a long time. Rarely achieve guidance make grandiose claims wasted mountains of investor capital. May have a chronic Tx safety signal from their European IST -- MDS trial abruptly ended. They have shown consistently that ema is active. Suitability of using the ongoing TakeAim Lymphoma Phase 1/2 study to support a potential accelerated regulatory path for a Conditional Marketing Authorization (CMA) submission in Europe and a New Drug Application (NDA) submission in the U.S: "For submission in Europe the Company engaged CHMP for scientific"
X Link 2025-03-28T13:57Z [----] followers, [----] engagements
"No mention of a potential safety signal from the German MDS IST which was discontinued. $CRIS in desperate scramble to achieve accelerated approval status in PCNSL in order to survive"
X Link 2025-03-31T12:08Z [----] followers, [----] engagements
"$SUPN Pharmaceuticals to Acquire $SAGE Therapeutics https://www.globenewswire.com/news-release/2025/06/16/3099695/19871/en/Supernus-Pharmaceuticals-to-Acquire-Sage-Therapeutics-Strengthening-its-Neuropsychiatry-Product-Portfolio.html https://www.globenewswire.com/news-release/2025/06/16/3099695/19871/en/Supernus-Pharmaceuticals-to-Acquire-Sage-Therapeutics-Strengthening-its-Neuropsychiatry-Product-Portfolio.html"
X Link 2025-06-16T11:09Z [----] followers, [---] engagements
"$IDYA at ESMO Oct. [--]. https://media.ideayabio.com/index.phps=20295&item=122631 https://media.ideayabio.com/index.phps=20295&item=122631 https://media.ideayabio.com/index.phps=20295&item=122631 https://media.ideayabio.com/index.phps=20295&item=122631"
X Link 2025-07-24T16:56Z [----] followers, [----] engagements
"Favorite MLPs: $WES $PAA $ET (added on recent weakness) $EPD. Data center buildouts for AI are going to greatly strain US energy supply. Yields here are 7-9% tax-deferred"
X Link 2025-07-26T16:00Z [----] followers, [----] engagements
"$ET $WES earnings tomorrow. Looking for project expansion announcements as a result of tariff negotiation outcomes and increased AI energy demand"
X Link 2025-08-05T19:06Z [----] followers, [---] engagements
"$TAOX interesting to see how this offsets insiders selling their initial shares. Didn't seem like the founders had much conviction with major cash-outs when lockups expired - the share price plummeted from recent highs"
X Link 2025-08-06T14:06Z [----] followers, [----] engagements
"Three year CAGR. Steady strong. $WES: +23.4% $MPLX: +28.0% $ET: +26.7%"
X Link 2025-08-06T16:02Z [----] followers, [----] engagements
"$phys There it is: Inflation adjusted gold prices have officially hit a new record high for the first time since the 1980s. Inflation + rate cuts = gold's dream setup. https://t.co/eS7blRIHkQ There it is: Inflation adjusted gold prices have officially hit a new record high for the first time since the 1980s. Inflation + rate cuts = gold's dream setup. https://t.co/eS7blRIHkQ"
X Link 2025-09-11T17:33Z [----] followers, [---] engagements
"Catalyst-rich Q4 ahead for $IDYA: a. Sept 8: 10-year R&D Day (multiple data updates) b. Sept 7: IDE849 Phase [--] SCLC data at IASLC WCLC c. Q4: Darovasertib + crizotinib Phase 2/3 median PFS in d. 1L metastatic uveal melanoma; supports accelerated approval e. Q4: Phase [--] OS data for darovasertib combo in [--] MUM pts at major conference f. Q4: Darovasertib neoadjuvant Phase [--] data in primary uveal melanoma at ESMO g. Q4: IDE397 + Trodelvy combo data; INDs for IDE892 IDE034 IDE574"
X Link 2025-09-29T14:27Z [----] followers, [---] engagements
"Wait. There's more. $ABVX"
X Link 2025-09-29T21:12Z [----] followers, 19.7K engagements
"$ABVX ".obefazimod led to a pooled 16.4% (p0.0001) placebo-adjusted clinical remission rate at Week 8; met primary and all key secondary endpoints.""
X Link 2025-10-05T15:13Z [----] followers, 43.2K engagements
"$PGTX. Congrats @Biohazard3737"
X Link 2025-10-10T18:25Z [----] followers, [----] engagements
"My biopick entry perking up. Have a great weekend. $GLUE"
X Link 2025-10-10T19:48Z [----] followers, [----] engagements
"$GLUE 's platform highly undervalued. Described in Science recently. Mining the CRBN target space redefines rules for molecular glueinduced neosubstrate recognition Science https://www.science.org/stoken/author-tokens/ST-2724/full https://www.science.org/stoken/author-tokens/ST-2724/full https://www.science.org/stoken/author-tokens/ST-2724/full https://www.science.org/stoken/author-tokens/ST-2724/full"
X Link 2025-10-11T17:36Z [----] followers, [----] engagements
"$SANA Scientists may have found a cure for type [--] diabetes. For the first time ever a man with type [--] diabetes is making his own insulin after receiving a cell transplant that required no immune-suppressing drugs. Doctors took islet cells the insulin-producing cells of the https://t.co/vwZmre0Iec Scientists may have found a cure for type [--] diabetes. For the first time ever a man with type [--] diabetes is making his own insulin after receiving a cell transplant that required no immune-suppressing drugs. Doctors took islet cells the insulin-producing cells of the https://t.co/vwZmre0Iec"
X Link 2025-10-11T18:32Z [----] followers, 14.6K engagements
"$SANA having quite a day. Will go much further when they narrow their IND filing window"
X Link 2025-10-15T14:59Z [----] followers, [----] engagements
"Disc Medicine Announces Receipt of FDA Commissioners National Priority Voucher (CNPV) for Bitopertin in Erythropoietic Protoporphyria (EPP) $IRON $XBI"
X Link 2025-10-16T22:55Z [----] followers, [---] engagements
"$CDTX at IDWeek and ESWI. Presentations October [--] and October [--]. #catalysts ID Week [----] Presentation Title: A Randomized Placebo-controlled Trial to Evaluate the Safety and Efficacy of CD388 a Novel Drug-Fc-Conjugate for Prevention of Illness due to Influenza A and B in Healthy Unvaccinated Participants Presenter: James Alexander MD MPH FIDSA Session: Extra Extra New Info on Treating and Preventing RSV and Influenza Location: B401-B402 Atlanta GA Date/Time: Monday October [--] [----] 3:15 PM 4:30 PM ET Showcase of late-breaking Phase [--] data on CD388 highlighting positive results from Cidaras"
X Link 2025-10-17T15:52Z [----] followers, [----] engagements
"$IDYA unusual activity into close. $IDYA at ESMO Oct. [--]. https://t.co/iWCC554eDU https://t.co/IhP2n4FMKd $IDYA at ESMO Oct. [--]. https://t.co/iWCC554eDU https://t.co/IhP2n4FMKd"
X Link 2025-10-17T22:07Z [----] followers, [----] engagements
"Solid. $IDYA $IDYA Cantor OS update model +1020% / 2030% stock move depending on outcomes of [--] months or [--] months OS respectively.base case assumes [----] months reflecting a 6-month benefit over the 1213-month historical benchmarks similar to KIMMTRAKs 5.7-month OS improvement https://t.co/j8uZ4wKNCn $IDYA Cantor OS update model +1020% / 2030% stock move depending on outcomes of [--] months or [--] months OS respectively.base case assumes [----] months reflecting a 6-month benefit over the 1213-month historical benchmarks similar to KIMMTRAKs 5.7-month OS improvement https://t.co/j8uZ4wKNCn"
X Link 2025-10-17T23:52Z [----] followers, [----] engagements
"Ok. $GLUE $GLUE TCG CROSSOVER just bought 4.4M shares making it #4 in portfolio Note #2 is $NKTR $GLUE TCG CROSSOVER just bought 4.4M shares making it #4 in portfolio Note #2 is $NKTR"
X Link 2025-10-17T23:55Z [----] followers, [----] engagements
"Yata's $NVS pedigree and brilliant discovery platforms currently w [--] clinical stage programs make it likely $IDYA swallowed whole by BP ( Novartis/ $RHHBY). Almost a billion in cash"
X Link 2025-10-18T15:52Z [----] followers, [----] engagements
"$PSLV BREAKING: Total US public debt has hit record $37.9 TRILLION. This marks a +$400 BILLION jump this month or +$25 billion per day. Federal debt has now surged +$1.7 TRILLION since the debt ceiling was raised in July rising over +$425 billion every month. At the current https://t.co/xuc6fOq7P6 BREAKING: Total US public debt has hit record $37.9 TRILLION. This marks a +$400 BILLION jump this month or +$25 billion per day. Federal debt has now surged +$1.7 TRILLION since the debt ceiling was raised in July rising over +$425 billion every month. At the current https://t.co/xuc6fOq7P6"
X Link 2025-10-19T17:27Z [----] followers, [----] engagements
"Banker bailout. BREAKING π¨: Argentina Argentina's Peso has fallen to an all-time low against the U.S. Dollar and has now collapsed 99.8% since [----] ππ https://t.co/OLSbQbsfFW BREAKING π¨: Argentina Argentina's Peso has fallen to an all-time low against the U.S. Dollar and has now collapsed 99.8% since [----] ππ https://t.co/OLSbQbsfFW"
X Link 2025-10-20T23:52Z [----] followers, [----] engagements
"@BigChodu Decline in this stock can only mean one thing"
X Link 2025-10-21T00:04Z [----] followers, [---] engagements
"@Varro_Analytics @srqstockpicker Unfortunately he crashed and burned on $lptx and selling $tril before the buyout. Hope he is doing well"
X Link 2025-10-21T00:28Z [----] followers, [---] engagements
"@BartlettBacchus Love the vineyard. [----] something to remember"
X Link 2025-10-25T00:26Z [----] followers, [--] engagements
"@BartlettBacchus Just checked to see what was left of my '97s. Out of Montelena but some Stag's in the cellar - they were built for aging back then. So should still be interesting"
X Link 2025-10-25T00:59Z [----] followers, [--] engagements
"Impossible to feel sorry for this heir and of course the Swiss banks knew of Freemont's crimes for decades = How a handymans wife helped an Herms heir discover hed lost $15 billion - The Wall Street Journal https://apple.news/AGEHXMbg8Rsiwd6pUdidWnA https://apple.news/AGEHXMbg8Rsiwd6pUdidWnA"
X Link 2025-10-26T00:22Z [----] followers, [---] engagements
"$NVS agrees to acquire $RNA an innovator in RNA therapeutics strengthening its late-stage neuroscience pipeline $NVS $RNA https://t.co/MyAImjfKEz $NVS $RNA https://t.co/MyAImjfKEz"
X Link 2025-10-26T17:18Z [----] followers, [----] engagements
"$GLUE $GLUE 's platform highly undervalued. Described in Science recently. Mining the CRBN target space redefines rules for molecular glueinduced neosubstrate recognition Science https://t.co/GKCZrpFo1x $GLUE 's platform highly undervalued. Described in Science recently. Mining the CRBN target space redefines rules for molecular glueinduced neosubstrate recognition Science https://t.co/GKCZrpFo1x"
X Link 2025-10-27T20:14Z [----] followers, [----] engagements
"$IDYA $IDYA unusual activity into close. https://t.co/cCgnStI98F $IDYA unusual activity into close. https://t.co/cCgnStI98F"
X Link 2025-10-27T22:11Z [----] followers, [----] engagements
"@synapse_surfer VAV1 degradation is upstream in the immune signaling cascade. iIL17 is downstream and targets a single effector cytokine. Far superior immunomodulation of inflammatory biology. $GLUE"
X Link 2025-10-28T14:30Z [----] followers, [---] engagements
"$XBI (free article view) https://www.wsj.com/opinion/fda-drug-approvals-replimune-marty-makary-vinay-prasad-aecbd68ast=rtNv2q&reflink=desktopwebshare_permalink https://www.wsj.com/opinion/fda-drug-approvals-replimune-marty-makary-vinay-prasad-aecbd68ast=rtNv2q&reflink=desktopwebshare_permalink"
X Link 2025-10-28T16:01Z [----] followers, [----] engagements
"@synapse_surfer IL-6 (Pro-inflammatory Cytokine): MRT-6160 demonstrated significant and sustained attenuation of IL-6 production with reductions of 60-90% across dose levels (over 80% at all but the lowest dose) following B-cell stimulation. $GLUE https://clinicaltrials.gov/study/NCT06597799 https://clinicaltrials.gov/study/NCT06597799"
X Link 2025-10-28T16:34Z [----] followers, [--] engagements
"Many folks jubilantly posting screenshots of their YTD returns on X. Everyone an investing guru. Many posers with pictures of new Ferraris and Porsches. vanity plates . super espresso coffee makers . beach volleyball in Portugal and post game cocktails that lubricate the posting of biotech investment maxims for the ages . couch surfers so smart they need to share and offer you a paid substack opportunity to guaranteed wealth. Geniuses I tell you. These are the days. Rhyme with [----] $XBI"
X Link 2025-10-28T23:01Z [----] followers, [---] engagements
"$CDTX A major influenza vaccine manufacturer likely to acquire . $SNY"
X Link 2025-10-29T15:42Z [----] followers, [----] engagements
"Bloom Energy PE = [----] $BE"
X Link 2025-10-30T01:39Z [----] followers, [----] engagements
"Felt Metsera was inferior to Viking. Anguished Novo and angry Pfizer appearing somewhat foolish. Not on that ride but entertaining nonetheless. $NVO $PFE $LLY $VKTX $XBI"
X Link 2025-10-30T13:29Z [----] followers, [----] engagements
"Bubbling. $CDTX"
X Link 2025-10-30T14:14Z [----] followers, [---] engagements
"Difficult to imagine the French government would let anyone but another French company to purchase $ABVX. Outsider bid would trigger "sensitive sector" designation triggering massive bureaucracy. $SNY"
X Link 2025-10-30T15:27Z [----] followers, [----] engagements
"Clinical and non-clinical data generated to date suggest that CD388 has the potential to be an effective non-vaccine preventative for both pandemic and seasonal influenza $CDTX Announces BARDA Award to Support Expanded Manufacturing and Clinical Development of CD388 its Non-Vaccine Influenza Preventative Therapeutic https://www.globenewswire.com/news-release/2025/10/02/3160684/0/en/Cidara-Therapeutics-Announces-BARDA-Award-to-Support-Expanded-Manufacturing-and-Clinical-Development-of-CD388-its-Non-Vaccine-Influenza-Preventative-Therapeutic.html"
X Link 2025-10-30T17:14Z [----] followers, [----] engagements
"$CDTX Special company"
X Link 2025-10-30T23:55Z [----] followers, [---] engagements
"JPM $CDTX price target $200"
X Link 2025-11-01T12:16Z [----] followers, [----] engagements
"Citi's [----] SMID Cap Biopharma Call Series Thursday November 6th [----] at 12:00 PM ET = Fireside chat with $IDYAYujiro S. Hata President and Chief Executive Officer hosted by Yigal D. Nochomovitz Ph.D. Director SMid Cap Biotech Analyst"
X Link 2025-11-01T17:36Z [----] followers, [----] engagements
"$TAOX π¨NEW: The South Park kids launch a Crypto memecoin scam and it's sort of really accurate πππ https://t.co/HQRmUeh7Ll π¨NEW: The South Park kids launch a Crypto memecoin scam and it's sort of really accurate πππ https://t.co/HQRmUeh7Ll"
X Link 2025-11-01T22:49Z [----] followers, [----] engagements
"Speculating an $ABVX takeout of $150-170/share in the coming weeks/months. = Industry-wide biotech takeover premiums have averaged around 87% since [----] = They've moderated a bit in 2024-2025 to 40-80% for deals involving mid-cap biotechs with strong clinical data"
X Link 2025-11-02T02:40Z [----] followers, [----] engagements
"$NVS please help. BioTwitter please forward on to Novartis."
X Link 2025-11-02T11:18Z [----] followers, [---] engagements
"Energy Transfer = IMO.No MLP appears better positioned than $ET for capitalizing on the [----] AI-driven data center energy surge especially in terms of direct natural gas supply contracts scale and geographic advantage. = Tax advantaged = 7.9% dividend"
X Link 2025-11-02T18:43Z [----] followers, [---] engagements
"Not so. If health insurance were conducted honestly without fraud and with genuine regard for people's well-being the inclusion of a large pool of healthy individuals would significantly lower costs for everyone involved. Instead healthcare systems have gamed the process discovering ways to siphon off profits at the expense of patients and payers alike. In truth you need only cheap catastrophic insurance if you are in decent shape and under [--] (60). Most adult men barely see doctors the entire system is a huge tax on men. The only other reason to have insurance is the crazy 75%+ discounts the"
X Link 2025-11-02T21:41Z [----] followers, [----] engagements
"Appears @US_FDA felt the same way. $QURE On notable display in one recent and one pending biotech trial is the statistical maneuvering by the biotech sponsor to redesign endpoints to make them more achievable. $QURE - ditched sham surgery the historical classical control in neurodegenerative diseases to UDRS/3 years On notable display in one recent and one pending biotech trial is the statistical maneuvering by the biotech sponsor to redesign endpoints to make them more achievable. $QURE - ditched sham surgery the historical classical control in neurodegenerative diseases to UDRS/3 years"
X Link 2025-11-03T13:48Z [----] followers, 25.1K engagements
"New Orleans reeling from cocktail of debt and empty skyscrapers =Eight of the city's [--] major office buildings are financed through collateralized mortgage-backed securities (CMBS) complex Wall Street loans that bundle property debt into bonds sold to investors. via @DailyMail https://mol.im/a/15177375 https://mol.im/a/15177375"
X Link 2025-11-03T15:10Z [----] followers, [----] engagements
"Some additional comments: Sponsor $QURE submits the meeting minutes to the FDA. The FDA posture clearly changed and QURE needs to disclose this to avoid litigation regarding non-disclosure of a material event. So while shareholders are correctly pointing out this provides advocacy/political pressure time to do it's work -- and highlights the FDA guidance flip-flop there are data versus an active control which contradict the recently reported efficacy. Much risk this doesn't go in stockholders favor or becomes a prolonged political battle. Appears @US_FDA felt the same way. $QURE Appears"
X Link 2025-11-03T16:17Z [----] followers, 22K engagements
"ANNUAL potential patient pool for $CDTX CD388: = Significantly expanded based on recent FDA guidance and Phase [--] protocol changes = Now encompasses adults aged [--] and older regardless of comorbidities +individuals over [--] years old with high-risk health conditions or immune-suppressed status. Population potentially eligible for CD388 has increased from [--] million previously to well over [---] million people per year in the U.S. alone Potential to be one the largest annual single dose prevention therapeutics in history if data continue to be positive in confirmatory trials"
X Link 2025-11-04T16:11Z [----] followers, [---] engagements
"$CDTX . massive TAM. Unique MOA"
X Link 2025-11-06T18:49Z [----] followers, [----] engagements
"@seedy19tron TAM for $CDTX is remarkable"
X Link 2025-11-06T23:47Z [----] followers, [---] engagements
"$CDTX ".This change more than doubles the target population potentially eligible to receive CD388." Over [---] million people"
X Link 2025-11-07T00:03Z [----] followers, [---] engagements
"Beautiful day in the Windy City. Great place to Biotech. Have a nice weekend. $XBI"
X Link 2025-11-07T22:15Z [----] followers, [----] engagements
"Gifting. Paywall removed. $PFE wins. $VKTX https://www.wsj.com/health/pharma/pfizer-and-metsera-reach-deal-worth-up-to-10-billion-be5def52st=NuwVhE&reflink=desktopwebshare_permalink https://www.wsj.com/health/pharma/pfizer-and-metsera-reach-deal-worth-up-to-10-billion-be5def52st=NuwVhE&reflink=desktopwebshare_permalink"
X Link 2025-11-08T03:41Z [----] followers, 17.9K engagements
"IMO $PFE made the wrong choice. $VKTX Gifting. Paywall removed. $PFE wins. $VKTX https://t.co/IV4PzsW1IA Gifting. Paywall removed. $PFE wins. $VKTX https://t.co/IV4PzsW1IA"
X Link 2025-11-08T03:51Z [----] followers, 16.1K engagements
"Not sure history will be kind to Bourla's tenure. Felt that Viking always had the better portfolio and science but agree w/ your assessment regarding management being a key factor in negotiations -- explains much. Hard to fathom BL couldn't entice a BP offer at this stage. Suspect my long-dated call options will score well soon. $VKTX"
X Link 2025-11-08T14:02Z [----] followers, [---] engagements
"New Pill From $MRK Could Slash Cholesterol Levels Trials Show = Great stuff from Merck. Fascinating biochemistry. https://www.nytimes.com/2025/11/08/health/merck-cholesterol-pill-pcsk9.htmlsmid=tw-share https://www.nytimes.com/2025/11/08/health/merck-cholesterol-pill-pcsk9.htmlsmid=tw-share"
X Link 2025-11-09T02:15Z [----] followers, [----] engagements
""Greatness does not come about through accumulating great amounts of money great amounts of publicity or great power in government. When you help someone in any of thousands of ways you help the world. Kindness is costless but also priceless. Whether you are religious or not its hard to beat The Golden Rule as a guide to behavior. -- Warren Buffet November [--] 2025"
X Link 2025-11-10T18:47Z [----] followers, [----] engagements
"$GLUE up 100% on the year. #biopick2025"
X Link 2025-11-10T23:43Z [----] followers, [----] engagements
"$CDTX CD388s Phase 2b NAVIGATE trial for seasonal prophylaxis: = completed in [----] = demonstrated 76% efficacy and good safety/tolerability in preventing laboratory-confirmed influenza infection over a full season Phase [--] started in October [----]. One of my most highly favored speculative portfolio positions (risk/reward). Massive TAM. Seasonal administration to potentially [---] million"
X Link 2025-11-11T13:55Z [----] followers, 14.2K engagements
"$SANA has not narrowed their IND window which may be a red flag. "As early as 2026" is not guidance but any date in the future. Sold my common at the recent peak for a very slight profit and calls for 100% profit. Will consider a new position when SANA updates guidance. The recent departure of several board members and general counsel also concerns me"
X Link 2025-11-11T14:35Z [----] followers, [---] engagements
"@2035Bio Always a risk in biotech"
X Link 2025-11-11T15:08Z [----] followers, [--] engagements
"$PSLV $PHYS Important to watch this . serious implications as Tether accumulates a global treasury of precious metals. BREAKING NEWS TETHER IS HIRING TWO OF THE WORLDS MOST SENIOR PRECIOUS METALS TRADERS FROM HSBC TO CHALLENGE THE ESTABLISHED PLAYERS OF THE BULLION MARKET. Wow. BREAKING NEWS TETHER IS HIRING TWO OF THE WORLDS MOST SENIOR PRECIOUS METALS TRADERS FROM HSBC TO CHALLENGE THE ESTABLISHED PLAYERS OF THE BULLION MARKET. Wow"
X Link 2025-11-11T15:43Z [----] followers, [---] engagements
"@jayabacus $TAOX too . wild stuff"
X Link 2025-11-12T13:58Z [----] followers, [---] engagements
"Northern Lights Princeton campus last night. - credit Joytsna Gaur"
X Link 2025-11-13T17:14Z [----] followers, [---] engagements
"Big win for the office. $MRK $CDTX CD388s Phase 2b NAVIGATE trial for seasonal prophylaxis: = completed in [----] = demonstrated 76% efficacy and good safety/tolerability in preventing laboratory-confirmed influenza infection over a full season Phase [--] started in October [----]. One of my most highly $CDTX CD388s Phase 2b NAVIGATE trial for seasonal prophylaxis: = completed in [----] = demonstrated 76% efficacy and good safety/tolerability in preventing laboratory-confirmed influenza infection over a full season Phase [--] started in October [----]. One of my most highly"
X Link 2025-11-14T04:50Z [----] followers, [----] engagements
"Impressed with Robert Davis and his team regarding the decision to acquire $CDTX. Massive potential and longterm revenue stream for $MRK with the potential to permanently disrupt the influenza vaccine landscape. #rightstuff"
X Link 2025-11-15T17:38Z [----] followers, [----] engagements
"$ABVX est. $222 buyout"
X Link 2025-11-18T15:04Z [----] followers, 17.7K engagements
"@kingkang80 Fun to speculate. Got close with CDTX"
X Link 2025-11-18T16:48Z [----] followers, [----] engagements
"New Hallmark Movie: "Fir Play" Shes saving her trees but can she resist the man whos about to light them up" Starring Sydney Sweeney. New Hallmark movie plot just dropped. https://t.co/arC7mx6IDU New Hallmark movie plot just dropped. https://t.co/arC7mx6IDU"
X Link 2025-11-18T17:00Z [----] followers, [---] engagements
"Not as advertised = Since Oct. [--] $BTC price has dropped nearly 28%. $PSLV"
X Link 2025-11-19T16:12Z [----] followers, [---] engagements
"@Pharmdca EOP2 oral guidance may be a significant/underestimated near term catalyst. $VKTX"
X Link 2025-11-21T18:02Z [----] followers, [----] engagements
"@BanounHelene Appreciate the response and sharing your work on beyfortus Helene. $CDTX $XBI"
X Link 2025-11-22T22:02Z [----] followers, [--] engagements
"@aditharun_ Raised it to $222 (certain to be incorrect but fun to speculate). $ABVX"
X Link 2025-11-23T19:10Z [----] followers, 15.3K engagements
"Bayers Asundexian Met Primary Efficacy and Safety Endpoints in Landmark Phase III OCEANIC-STROKE Study in Secondary Stroke Prevention $BAYRY $BMY $XBI"
X Link 2025-11-23T21:17Z [----] followers, [----] engagements
"$GLUE #biopick2025 +127%"
X Link 2025-11-24T17:13Z [----] followers, [---] engagements
"French government can't afford to lose $ABVX to another county -- bidding is going to be fierce. Outside of Sanofi French pharma mega market caps are low/few. Abivax may go to an international bidder but the French will fight to keep them - they have strategic national interest laws that can make it difficult for outsiders (may lead to a protracted process): The top French pharmaceutical companies by market cap are: = Sanofi: The dominant player with a market cap over [---] billion. = Ipsen: The second largest with a market cap around 10-12 billion. = Virbac SA: A significant player"
X Link 2025-12-01T16:41Z [----] followers, 12.9K engagements
"@BigChodu Not a chance. Only local that can pull it off Sanofi. An international bidder would have to build a major pharmaceutical facility in the country to be a contender"
X Link 2025-12-01T16:59Z [----] followers, [---] engagements
"$IDYA Biosciences Announces IND Clearance for IDE034 a Potential First-in-Class Bispecific B7H3/PTK7 TOP1 ADC Targeting Multiple Solid Tumor Types"
X Link 2025-12-02T15:33Z [----] followers, [----] engagements
"$GLUE #biopick2025"
X Link 2025-12-03T22:14Z [----] followers, [----] engagements
"$TARA with a positive data update at #SUO2025"
X Link 2025-12-05T14:48Z [----] followers, [----] engagements
"Great OpEd = $GOOG $TSLA no paywall https://www.bloomberg.com/opinion/articles/2025-12-05/ai-future-may-be-written-in-railroads-pastaccessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2NTE0MjA2MywiZXhwIjoxNzY1NzQ2ODYzLCJhcnRpY2xlSWQiOiJUNlNTNEFLSVVQVDcwMCIsImJjb25uZWN0SWQiOiI5QzVCRTdFQUU1Mjk0QUZCOUVCRjQzQTA1RkMwNzFDOSJ9.Rja0snOSOm6xdlRPScmHkokQptV5ndJ9Tu4NFgI5ySw"
X Link 2025-12-07T21:16Z [----] followers, [---] engagements
"In another FDA era all the management promotion $IBRX is conducting online for Anktiva would be considered a severe regulatory pre-promotional violation(s) for off-label indications"
X Link 2025-12-10T14:52Z [----] followers, [----] engagements
"Whoa. Inspiring for the 40+ crowd. Looking forward to skiing in the New Year. Have a spectacular weekend. Lindsey Vonn retired from skiing for five years got titanium implants in her knee and turned [--] two months ago. Today she won her first World Cup downhill in seven years and first since her surgery. https://t.co/X8xGQwibN2 Lindsey Vonn retired from skiing for five years got titanium implants in her knee and turned [--] two months ago. Today she won her first World Cup downhill in seven years and first since her surgery. https://t.co/X8xGQwibN2"
X Link 2025-12-12T18:35Z [----] followers, [----] engagements
"$GLUE with an outstanding platform high potential BP acquisition target"
X Link 2025-12-16T18:06Z [----] followers, [----] engagements
"Overachiever $ABVX Announces Acceptance of [--] Abstracts Evaluating Obefazimod in Inflammatory Bowel Disease at ECCO [----] Featuring an Oral Presentation on Preclinical Anti-Fibrotic Findings"
X Link 2025-12-17T21:28Z [----] followers, [----] engagements
"$TAK Zasocitinib Landmark Phase [--] Plaque Psoriasis Data Show Promise to Deliver Clear Skin in a Once-Daily Pill Catalyzing a New Era of Treatment"
X Link 2025-12-18T15:35Z [----] followers, [----] engagements
"Wishing you and your loved ones a Merry Christmas May the New Year bring you Joy . . . $PSLV Bells"
X Link 2025-12-22T17:55Z [----] followers, [----] engagements
"Long term holding $DVAX acquired by $SNY https://www.prnewswire.com/news-releases/sanofi-to-acquire-dynavax-adding-a-marketed-adult-hepatitis-b-vaccine-and-phase-12-shingles-candidate-to-the-pipeline-302649146.html https://www.prnewswire.com/news-releases/sanofi-to-acquire-dynavax-adding-a-marketed-adult-hepatitis-b-vaccine-and-phase-12-shingles-candidate-to-the-pipeline-302649146.html"
X Link 2025-12-24T08:52Z [----] followers, 13.2K engagements
"@kingkang80 π$DVAX best possible bolt-on for cash flow. Best in class Heplivax and soon shingles. Adjuvant and platform will diversify their vaccine portfolio nicely beyond influenza. Tried hard to interest CSL Seqirus when the market cap was $100 million"
X Link 2025-12-24T09:52Z [----] followers, [---] engagements
"@DudeBiotech @sanofi $SNY stole it. Incredible cash flow cash cow"
X Link 2025-12-24T13:27Z [----] followers, [--] engagements
"What's happening with metals is deeply concerning. The world is rejecting USD and the race is on to accumulate assets. Countries ciphered that the US would seek to offload debt problems through stable coins/crypto and now Tether folks have metal assets rivaling Central Banks of some nations. Inflation will rebound much higher and oil prices may harshly reverse in the coming year (s)"
X Link 2025-12-26T01:36Z [----] followers, [----] engagements
"Silver: HSBC Bank of Nova Scotia and Bank of America hold notable shorts while $JPM has shifted net long. - CFTC Dec '25 Bank Participation Report. $PSLV $SLV"
X Link 2025-12-27T00:09Z [----] followers, [----] engagements
""Guaraldi moved to Warner Bros. Records in the late Sixties and made three albums for that label. In [----] he became an unofficial member of the Grateful Dead jamming with them in Bay Area concerts while the group was between permanent keyboardists.""
X Link 2025-12-27T20:14Z [----] followers, [---] engagements
"Portfolio returns achieved 178% for [----]. Judicious/cautious use of options drove outsize performance. Biotech energy and metals (silver) were key themes = will continue the same in [----]. Large percentage of gains were moved into dividend stocks and rolling treasury bills. CDTX was my best performing equity. In addition to running the Office portfolio managed a consulting company/staff full time (since 2004). So PM Office job is the side-hustle. Majority of success is constant reading/learning relying on science avoiding risk. Kept a low profile this year sifting through the "noise" on X."
X Link 2025-12-31T13:19Z [----] followers, [----] engagements
"$KYTX milestones: - Presentation of the full dataset from the Phase [--] KYSA-8 trial of KYV-101 in stiff person syndrome (SPS) on the way. - BLS filing for KYV-101 in SPS during the first half of [----]. - KYV101 positioned as a potential first CART approved for autoimmune disease. - Positive topline data from the pivotal Phase [--] KYSA8 trial in SPS recently announced and driving current sentiment"
X Link 2026-01-03T16:54Z [----] followers, [----] engagements
"$KYTX back-of-the-envelope peak revenue forecast:"
X Link 2026-01-03T16:54Z [----] followers, [----] engagements
"Venezuelan President Rubio likely has Cuba liberation in sight. If Republicans hold the Presidency in the next election Cuba likely to become a commonwealth or State"
X Link 2026-01-03T21:30Z [----] followers, [--] engagements
"$KYTX ideal BOLT-ON ACQUISITION for $GILD. Seamlessly extends GILD's cell therapy leadership via Kite Pharma into autoimmune diseases w minimal integration risk + high upside potential. GILD has a 7.2% ownership in KYTX w [-------] shares post-IPO dilution. Strategic Rationale: Portfolio Expansion: KYTX's CD19 CAR-T and Treg platforms target high-unmet needs in autoimmune conditions (e.g. lupus myasthenia gravis) complementing GILD's oncology-focused CAR-T expertise. This diversifies beyond HIV and oncology tapping a $100B+ autoimmune market. Technology Synergies: Builds on existing 2020"
X Link 2026-01-04T18:29Z [----] followers, [----] engagements
"$GLUE to present interim clinical results for the NEK7-directed molecular glue degrader MRT-8102 Jan [--] [----] at 8:00 a.m. ET. = Presentation will highlight interim data from the ongoing Phase [--] study including the Part [--] CRP proof-of-concept cohort in subjects with elevated cardiovascular disease risk. https://twitter.com/i/web/status/2008702890047672580 https://twitter.com/i/web/status/2008702890047672580"
X Link 2026-01-07T00:51Z [----] followers, [----] engagements
"$RVMD IMO unlikely to have a next week. Banker leaks appear to have likely sparked anger with prospective buyer(s). Look for this to be pushed out. However anything is possible including $ABBV rejoining the process. $MRK"
X Link 2026-01-09T16:51Z [----] followers, [---] engagements
"$RVMD IMO unlikely to have a buyout next week. Banker leaks appear to have likely sparked anger with prospective buyer(s). Look for this to be pushed out. However anything is possible including $ABBV rejoining the process. $MRK"
X Link 2026-01-09T17:15Z [----] followers, 20.7K engagements
"$IDYA Biosciences Provides a Business Update and Outlines [----] Corporate Objectives at the 44th Annual J.P. Morgan Healthcare Conference"
X Link 2026-01-12T00:43Z [----] followers, [----] engagements
"$VKTX $LLY $NVO I'm proud to serve as @eMedHealth_s Chief Wellness Officer. We're working on something that really matters improving population health at scale so that people can feel better perform better and protect their long term health. https://t.co/D2rhQcA9nj I'm proud to serve as @eMedHealth_s Chief Wellness Officer. We're working on something that really matters improving population health at scale so that people can feel better perform better and protect their long term health. https://t.co/D2rhQcA9nj"
X Link 2026-01-12T13:31Z [----] followers, [----] engagements
"This . Cook finally fixing prior to departure . $APPL Apple is finally fixing Siri by partnering with Googles Gemini AI model. All it took was [--] years a blown first-mover advantage an existential competitive threat in AI and this Larry David rant from the final season of Curb Your Enthusiasm. https://t.co/9kx8egsPiJ Apple is finally fixing Siri by partnering with Googles Gemini AI model. All it took was [--] years a blown first-mover advantage an existential competitive threat in AI and this Larry David rant from the final season of Curb Your Enthusiasm. https://t.co/9kx8egsPiJ"
X Link 2026-01-12T17:11Z [----] followers, [----] engagements
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/creator/twitter::princetongb