# ![@realguenel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1976777397300084736.png) @realguenel Eray

Eray posts on X about dyor, imo, $crvs, $sprb the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1976777397300084736/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1976777397300084736/c:line/m:interactions.svg)

- [--] Week [-------] -7.60%
- [--] Month [---------] +29,966%

### Mentions: [--] [#](/creator/twitter::1976777397300084736/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1976777397300084736/c:line/m:posts_active.svg)

- [--] Week [--] +170%
- [--] Month [--] +289%

### Followers: [-----] [#](/creator/twitter::1976777397300084736/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1976777397300084736/c:line/m:followers.svg)

- [--] Week [--] +23%
- [--] Month [--] +81%

### CreatorRank: [---------] [#](/creator/twitter::1976777397300084736/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1976777397300084736/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [luxury brands](/list/luxury-brands)  [countries](/list/countries)  [currencies](/list/currencies) 

**Social topic influence**
[dyor](/topic/dyor) #541, [imo](/topic/imo) #394, [$crvs](/topic/$crvs) #14, [$sprb](/topic/$sprb), [$nktr](/topic/$nktr) #30, [$rgnx](/topic/$rgnx), [fda](/topic/fda), [financial](/topic/financial), [$slno](/topic/$slno), [$abvx](/topic/$abvx)

**Top accounts mentioned or mentioned by**
[@aggregategains](/creator/undefined) [@seedy19tron](/creator/undefined) [@threadanddoc](/creator/undefined) [@davidmiedz](/creator/undefined) [@jlucer53](/creator/undefined) [@tradingsssss](/creator/undefined) [@taintslapp12283](/creator/undefined) [@artemisconsort](/creator/undefined) [@anthonydibs](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@michaeljburry](/creator/undefined) [@reset121125](/creator/undefined) [@seedy19trons](/creator/undefined) [@epochswing](/creator/undefined) [@zachweinberg](/creator/undefined) [@florostheodore](/creator/undefined) [@emuconspiracy](/creator/undefined)

**Top assets mentioned**
[Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Abivax SA (ABVX)](/topic/$abvx) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [AstraZeneca PLC (AZN)](/topic/$azn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge)
### Top Social Posts
Top posts by engagements in the last [--] hours

"you can mitigate it via risk management strats. the real question is how close it trades to its cash value especially for single asset companies RR wise. VaR was off for $CAPR shorts. Never short binary biotechs into data. That is my rule. Never FOMO. The RR is *never* there Best case +80% worst case -600% and destroy your account. I repeat RR is *never* there. Never short binary biotechs into data. That is my rule. Never FOMO. The RR is *never* there Best case +80% worst case -600% and destroy your account. I repeat RR is *never* there"  
[X Link](https://x.com/realguenel/status/1996268525061804513)  2025-12-03T17:21Z [--] followers, [---] engagements


"@Taintslapp12283 just stop please my pa is bleeding you monster lol"  
[X Link](https://x.com/realguenel/status/1996268901483856229)  2025-12-03T17:22Z [--] followers, [--] engagements


"@threadanddoc we are going to celebrate with hennessy. word"  
[X Link](https://x.com/realguenel/status/1996287740468732141)  2025-12-03T18:37Z [--] followers, [---] engagements


"$SPRB status-quo check: using Vimizim & Naglazyme peak ranges as orphan ERT comps for a floor rNPV sensitivity base. The asymmetry vs. current share price is wild (imho). Not financial advice do your own research"  
[X Link](https://x.com/realguenel/status/1997305024192598526)  2025-12-06T14:00Z [--] followers, [----] engagements


"@ArtemisConsort anomie increases the likelihood of crime; when collective consciousness weakens conditions like Omert emerge and rising alienation further contributes to criminal behavior"  
[X Link](https://x.com/realguenel/status/1998118891369734648)  2025-12-08T19:54Z [--] followers, [--] engagements


"@threadanddoc told ya. @threadanddoc [---] waves reveal pls"  
[X Link](https://x.com/realguenel/status/1998743784180346978)  2025-12-10T13:17Z [--] followers, [--] engagements


"@AnthonyDiBs @zoomyzoomm common mistake seigniorage isnt the optimal solution to deflation. the real problem is money velocity not how much money exists. fiscal stimulus works better than abstract liquidity. if thats the play they clearly dont know how to fix it"  
[X Link](https://x.com/realguenel/status/2000075041040425008)  2025-12-14T05:27Z [--] followers, [--] engagements


"$GOOG was my first investment thesis in 2HCY24. Back then almost everyone was questioning Googles AI strategy whether it was behind in the AI race or losing its moat. Funny how the tables have turned lol. NFA. DYOR. So I bought over $1M in Google today Kinda crazy but also not so crazy I've been the biggest Google hater for years it was completely mismanaged destroyed by politics and lack of any leadership fumbled inventing Transformers etc. Then Sergey returned and suddenly Google is https://t.co/739wVi5sEn So I bought over $1M in Google today Kinda crazy but also not so crazy I've been the"  
[X Link](https://x.com/realguenel/status/2001614820387491945)  2025-12-18T11:25Z [--] followers, [---] engagements


"$SLNO - agree with @davidmiedz. IMO new ER formulation or heterogenous PWS patients may increase edema risk (quick take not deep dive). maybe Weber effect Too many counterpoints - personal pass. NFA & DYOR GL to @seedy19tron and all - thanks for the great report"  
[X Link](https://x.com/realguenel/status/2008129099177558453)  2026-01-05T10:51Z [--] followers, [----] engagements


"This kind of posts started to PMTFO. That $17T figure is pure resource potential. Extracting and selling that oil requires massive infrastructure capex and political stabilitywhich as far as I know they currently lack. Still its a potential for the mid-term tho. NFA. @michaeljburry Venezuelas crude oil reserves alone could be worth over $17 trillion at current prices. More than the GDP of every country except the U.S. and China. https://t.co/cuVgCKVwgW @michaeljburry Venezuelas crude oil reserves alone could be worth over $17 trillion at current prices. More than the GDP of every country"  
[X Link](https://x.com/realguenel/status/2008149353513586913)  2026-01-05T12:11Z [--] followers, [---] engagements


"I wouldnt even wish a New Year like $SRPT [----] on my enemies. In the first week of [----] it stopped pricing in just PMO and started to price in some ELEVIDYS potential as well. Though part of the move is also $ARWR-driven. Some could argue 20-25 is still only PMO range NFA"  
[X Link](https://x.com/realguenel/status/2008557293810708583)  2026-01-06T15:12Z [--] followers, [---] engagements


"$RVMD I personally did not take a position due to personal reasons. Congrats to all RevMed holders especially in light of the acquisition rumors. Hopefully my work from 10/21/2025 can still be of some use even though I didn't have the chance to iterate on it further NFA & DYOR"  
[X Link](https://x.com/realguenel/status/2009007631739048052)  2026-01-07T21:01Z [--] followers, [---] engagements


"https://www.reuters.com/business/healthcare-pharmaceuticals/abivax-shares-soar-23-media-report-reignites-ma-chatter-2026-01-12/ $ABVX *FRENCH FINANCE MINISTRY: NO CONTACT WITH ELI LILLY ON ABIVAX https://www.reuters.com/business/healthcare-pharmaceuticals/abivax-shares-soar-23-media-report-reignites-ma-chatter-2026-01-12/ $ABVX *FRENCH FINANCE MINISTRY: NO CONTACT WITH ELI LILLY ON ABIVAX"  
[X Link](https://x.com/realguenel/status/2010779357149823440)  2026-01-12T18:22Z [--] followers, [---] engagements


"@aggregategains all fair points I am bullish on $NKTR. i just didn't like the $CRVS slander to glorify rezpeg. KOL's and science looks exciting. oh one point just look into responder bias enrichment in their clinic design always good to falsify yourself. wish you nothing but lovely profits"  
[X Link](https://x.com/realguenel/status/2022351754898313538)  2026-02-13T16:46Z [--] followers, [---] engagements


"$MGTX IMHO current levels offer a relative margin of safety and pass the asymmetric disproof lens. Even if Im wrong I dont see this as a wrong big setup. Visuals give a good overviewif it catches your eye DYODD. Im just espresso. NFA"  
[X Link](https://x.com/realguenel/status/2009594609278800154)  2026-01-09T11:54Z [--] followers, [---] engagements


"Pharmacovigilance update for $SLNO Total exposure is similar between formulations. If there are additional PK or PD differences I may have overlooked them. Most likely the observed differences are due to the Weber effect and/or heterogeneity in the PWS patient population. NFA $SLNO - agree with @davidmiedz. IMO new ER formulation or heterogenous PWS patients may increase edema risk (quick take not deep dive). maybe Weber effect Too many counterpoints - personal pass. NFA & DYOR GL to @seedy19tron and all - thanks for the great report. https://t.co/2MBnLzULHY $SLNO - agree with @davidmiedz."  
[X Link](https://x.com/realguenel/status/2009997690462187796)  2026-01-10T14:36Z [--] followers, [---] engagements


"So now $AZN is apparently interested in $ABVX too these rumours are turning into a complete shitfest I love it lol. https://www.lalettre.fr/fr/entreprises_sante/2026/01/20/rachat-d-abivax--le-britannique-astrazeneca-defie-l-americain-eli-lilly110606336-art https://www.lalettre.fr/fr/entreprises_sante/2026/01/20/rachat-d-abivax--le-britannique-astrazeneca-defie-l-americain-eli-lilly110606336-art"  
[X Link](https://x.com/realguenel/status/2013578657676046846)  2026-01-20T11:45Z [--] followers, [---] engagements


"$SLNO imo 4% QoQ increase in AE discontinuation could be due to early titration. Hope mgmt provides granularity on timing in next ER call. NFA & DYOR"  
[X Link](https://x.com/realguenel/status/2014015937230364890)  2026-01-21T16:43Z [--] followers, [---] engagements


"$CRVS - put this together on a chill sunday listening to unreleased yeat. here are my statistical findings on the AA distribution claim. maybe it'll help someone (very interesting tho pattern looks odd). No position. GL to both parties. DYOR & NFA. Love y'all xx"  
[X Link](https://x.com/realguenel/status/2015431519360233747)  2026-01-25T14:28Z [--] followers, [----] engagements


"this excel model fetishism is getting out of hand. i build models too but for downside mapping and margin of safety - to know how wrong i can be. pretending you can pinpoint fair value P/E based on tgr assumptions when you don't know what happens tomorrow is peak false precision. P/Es are meaningless Unless you understand ROIC-WACC and Earnings Growth https://t.co/tEnipvfxV3 P/Es are meaningless Unless you understand ROIC-WACC and Earnings Growth https://t.co/tEnipvfxV3"  
[X Link](https://x.com/realguenel/status/2016929792294113299)  2026-01-29T17:41Z [--] followers, [--] engagements


"$SPRB GKCA passed both chambers. PRV program extended to [----]. Deadline risk eliminated for TA-ERT. Nice de-risking event imo. Not financial advice"  
[X Link](https://x.com/realguenel/status/2018909410463015286)  2026-02-04T04:48Z [--] followers, [----] engagements


"$ABVX re-it Kelly Criterion analysis @ $112 Assumptions: 65% no buyout $90 (Entyvio-like standalone) 25% mid buyout $200 (La Lettre rumors) 10% high-end $275 (blockbuster potential) offers nice MoS imo NFA/DYOR"  
[X Link](https://x.com/realguenel/status/2019499095174300133)  2026-02-05T19:51Z [--] followers, [----] engagements


"@Reset121125 @jlucer53 government shutdown deadline spending bill --- GKCA"  
[X Link](https://x.com/realguenel/status/2019540391666581710)  2026-02-05T22:35Z [--] followers, [--] engagements


"$HIMS $NVO how the tables have turned"  
[X Link](https://x.com/realguenel/status/2019585071892570453)  2026-02-06T01:32Z [--] followers, [---] engagements


"just personal takes and thoughts not financial advice please dyor. 1/ looking at the $NKTR vs $CRVS comps some arguments come across as overstated personally. a few thoughts"  
[X Link](https://x.com/anyuser/status/2022327765857607952)  2026-02-13T15:11Z [--] followers, [---] engagements


"5/ another argument raised is that we are chemically inducing ITK deficiency. i think arguing that the drug is highly dangerous based solely on genetic ITK deficiency is a scientific over-extrapolation. while IL-2 gets the positive benefit of the doubt"  
[X Link](https://x.com/realguenel/status/2022327777618542979)  2026-02-13T15:11Z [--] followers, [---] engagements


"@aggregategains lmao turkish regulations are tough man. I don't wanna get fucked over a simple joke lol"  
[X Link](https://x.com/realguenel/status/2022344122246520870)  2026-02-13T16:16Z [--] followers, [---] engagements


"@tradingsssss @aggregategains @seedy19tron thanks for the thoughtful reply sorry for the late reply on a tough schedule - thinking similar things but more conservative. requires stricter background check to be confident imo"  
[X Link](https://x.com/realguenel/status/2023010032598831417)  2026-02-15T12:22Z [--] followers, [--] engagements


"$RGNX IMO BSID-III felt a bit loose for neuronopathic vs attenuated given MPS2 population heterogeneity (likely a key CRL factor). arguably should be [---] to [----] SD. IMO $SPRB better positioned on the other CRL concerns (biomarker specificity & NH comparability). NFA & DYOR"  
[X Link](https://x.com/anyuser/status/2021152683961339953)  2026-02-10T09:22Z [--] followers, [----] engagements


"6/ no point in abandoning objectivity just because you're long $NKTR. imo given the bempeg history the managements successful prior exits at $CRVS and arguably soquelitinibs cleaner uvp (oral injection) $NKTR warrants more skepticism"  
[X Link](https://x.com/anyuser/status/2022327781120680062)  2026-02-13T15:11Z [--] followers, [---] engagements


"@aggregategains again fair points but after @seedy19tron's breakdown and I do agree with some points like the commercial window the hype has settled imo. i feel like some portion of the over-excitement is priced out now"  
[X Link](https://x.com/realguenel/status/2022358074888171945)  2026-02-13T17:11Z [--] followers, [---] engagements


"@tradingsssss @aggregategains @seedy19tron what I'm saying is it's a good falsification question - valuation science projecty feeling - but w/ pure ITK deficiency and historical safety arguments in the $nktr $crvs peer review $crvs is getting the oldest son treatment while $nktr gets the youngest son treatment imo lol"  
[X Link](https://x.com/realguenel/status/2023010303789908469)  2026-02-15T12:23Z [--] followers, [---] engagements


"RT @EpochSwing: CNPV = CRL Now Please vouchers"  
[X Link](https://x.com/anyuser/status/2022411459100397994)  2026-02-13T20:44Z [--] followers, [--] engagements


"CNPV = CRL Now Please vouchers So $IRON gets a "commissioners priority voucher" and then a CRL. Got it so you get rejected faster Is that the point of the new CNPV 🤣😂 So $IRON gets a "commissioners priority voucher" and then a CRL. Got it so you get rejected faster Is that the point of the new CNPV 🤣😂"  
[X Link](https://x.com/anyuser/status/2022407892629098572)  2026-02-13T20:29Z [----] followers, [----] engagements


"So $IRON gets a "commissioners priority voucher" and then a CRL. Got it so you get rejected faster Is that the point of the new CNPV 🤣😂"  
[X Link](https://x.com/anyuser/status/2022399332570599858)  2026-02-13T19:55Z [----] followers, 18.3K engagements


"$iron CRL https://download.open.fda.gov/crl/CRL_NDA220707_20260213.pdf https://download.open.fda.gov/crl/CRL_NDA220707_20260213.pdf"  
[X Link](https://x.com/anyuser/status/2022394844698808522)  2026-02-13T19:37Z 14.2K followers, [----] engagements


"all this biotech shit got me tist call me down jones"  
[X Link](https://x.com/anyuser/status/2022389541517381700)  2026-02-13T19:16Z [--] followers, [--] engagements


"Different Ph2b AD trial designs orals may take less time than injectables and close gap w/ injectable programs further ahead oral $KYMR KT-621 [--] wks [--] wk open label extension $CRVS #soquelitinib [--] wks 30-day follow-up inj $APGE $NKTR 16wk data [--] wk maintenance https://twitter.com/i/web/status/2022331133032100249 https://twitter.com/i/web/status/2022331133032100249"  
[X Link](https://x.com/anyuser/status/2022331133032100249)  2026-02-13T15:24Z [----] followers, [----] engagements


"just personal takes and thoughts not financial advice please dyor. 1/ looking at the $NKTR vs $CRVS comps some arguments come across as overstated personally. a few thoughts"  
[X Link](https://x.com/anyuser/status/2022327765857607952)  2026-02-13T15:11Z [--] followers, [---] engagements


"6/ no point in abandoning objectivity just because you're long $NKTR. imo given the bempeg history the managements successful prior exits at $CRVS and arguably soquelitinibs cleaner uvp (oral injection) $NKTR warrants more skepticism"  
[X Link](https://x.com/anyuser/status/2022327781120680062)  2026-02-13T15:11Z [--] followers, [---] engagements


"7/ interesting setup for both. no positions in either name currently. considering rezpeg's BLA in [----] Id favor focusing my $CRVS thesis if it trades at a more reasonable valuation"  
[X Link](https://x.com/anyuser/status/2022327783402385496)  2026-02-13T15:11Z [--] followers, [---] engagements


"The talent level at hedge funds is so far above the talent at VC funds. when they interact it's like watching a human speak to a gaboon"  
[X Link](https://x.com/anyuser/status/2021643911970591217)  2026-02-11T17:54Z 103K followers, 504.7K engagements


"$SPRB If you study Brineura by BioMarin and the hurdles they had to go through for approval you would know those same BioMarin folks made sure TA-ERT was going to be robust enough for it's turn with the FDA gauntlet"  
[X Link](https://x.com/anyuser/status/2021105463979585631)  2026-02-10T06:14Z [---] followers, [----] engagements


"interestingly $RGNX's own Phase I/II for older MPS II patients (NCT04571970) already used the stricter [----] SD (77) cutoff. $RGNX used [----] SD (77) in dose-finding and older children study (NCT04571970) then loosened to [---] SD (85) for the pivotal. correct me if wrong. $RGNX IMO BSID-III felt a bit loose for neuronopathic vs attenuated given MPS2 population heterogeneity (likely a key CRL factor). arguably should be [---] to [----] SD. IMO $SPRB better positioned on the other CRL concerns (biomarker specificity & NH comparability). NFA & DYOR https://t.co/cwpvyJmMA6 $RGNX IMO BSID-III felt a bit"  
[X Link](https://x.com/anyuser/status/2021155051792724293)  2026-02-10T09:31Z [--] followers, [---] engagements


"$RGNX IMO BSID-III felt a bit loose for neuronopathic vs attenuated given MPS2 population heterogeneity (likely a key CRL factor). arguably should be [---] to [----] SD. IMO $SPRB better positioned on the other CRL concerns (biomarker specificity & NH comparability). NFA & DYOR"  
[X Link](https://x.com/anyuser/status/2021152683961339953)  2026-02-10T09:22Z [--] followers, [----] engagements


"$SPRB wrote down my thoughts on TA-ERT's outlook after today's CRL of RGX-121 $RGNX https://docs.google.com/document/d/1f-g25IKFoW9KKPcqtXA07KGr5r0uaUdTUHicJm1cH84/editusp=sharing https://docs.google.com/document/d/1f-g25IKFoW9KKPcqtXA07KGr5r0uaUdTUHicJm1cH84/editusp=sharing"  
[X Link](https://x.com/anyuser/status/2021079601783636448)  2026-02-10T04:31Z [---] followers, [----] engagements


"Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar alternatives to FDA-approved drugs. https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs"  
[X Link](https://x.com/anyuser/status/2019893811510485290)  2026-02-06T21:59Z 589.1K followers, 349K engagements


"RT @zachweinberg: Having worked in tech pharma and biotech this is clear abuse of what is supposed to be an exception only when there are"  
[X Link](https://x.com/anyuser/status/2019898809711571264)  2026-02-06T22:19Z [--] followers, [--] engagements


"Having worked in tech pharma and biotech this is clear abuse of what is supposed to be an exception only when there are true shortages of critical medicines. In this situation it's theft. Plain and simple. FDA and Federal Gov't should go after Hims and make an example of them. Otherwise you lose all incentive to develop new drugs for patients and the system collapses for everyone"  
[X Link](https://x.com/anyuser/status/2019567983446667283)  2026-02-06T00:25Z 77.2K followers, 60.8K engagements


"Why is online pharmacy/drug compounder Hims able to launch & sell a new GLP-1 pill claiming it's a copy of Novo's new Wegovy pill w/out clinical trials/data & the FDA Why do Novo & Lilly have to get FDA approval when Hims doesn't Here's the story about Hims' announcement:"  
[X Link](https://x.com/anyuser/status/2019451737690472876)  2026-02-05T16:43Z [----] followers, 72.1K engagements


"Nvidia is basically trading at the 12m fwd market multiplefor 60%+ revenue growth"  
[X Link](https://x.com/anyuser/status/2019861283592392789)  2026-02-06T19:50Z 117K followers, 164.2K engagements

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