# ![@rezfszubagoly Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1261216040853409794.png) @rezfszubagoly M.Á

M.Á posts on X about $slno, $vktx, $abvx, $gpcr the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1261216040853409794/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1261216040853409794/c:line/m:interactions.svg)

- [--] Week [-----] -62%
- [--] Month [------] -44%
- [--] Months [-------] +2,938%
- [--] Year [-------] +8,373%

### Mentions: [--] [#](/creator/twitter::1261216040853409794/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1261216040853409794/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +19%
- [--] Months [---] +920%
- [--] Year [---] +2,700%

### Followers: [---] [#](/creator/twitter::1261216040853409794/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1261216040853409794/c:line/m:followers.svg)

- [--] Week [---] +1.20%
- [--] Month [---] +11%
- [--] Months [---] +569%
- [--] Year [---] +1,640%

### CreatorRank: [---------] [#](/creator/twitter::1261216040853409794/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1261216040853409794/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  12% [finance](/list/finance)  9% [currencies](/list/currencies)  3% [technology brands](/list/technology-brands)  2% [countries](/list/countries)  2% [social networks](/list/social-networks)  1%

**Social topic influence**
[$slno](/topic/$slno) #32, [$vktx](/topic/$vktx) 5%, [$abvx](/topic/$abvx) 4%, [$gpcr](/topic/$gpcr) 4%, [$nams](/topic/$nams) 4%, [imo](/topic/imo) 4%, [if you](/topic/if-you) 4%, [$tbph](/topic/$tbph) #4, [carry](/topic/carry) 3%, [$srpt](/topic/$srpt) 3%

**Top accounts mentioned or mentioned by**
[@seedy19tron](/creator/undefined) [@wexcapital](/creator/undefined) [@plainyogurt21](/creator/undefined) [@monacobiotech](/creator/undefined) [@biotechport](/creator/undefined) [@andersresearch](/creator/undefined) [@meremrtl](/creator/undefined) [@balabioresearch](/creator/undefined) [@notjanetyellen7](/creator/undefined) [@emuconspiracy](/creator/undefined) [@semodough](/creator/undefined) [@martinshkreli](/creator/undefined) [@blankspacenom](/creator/undefined) [@biopharmacaster](/creator/undefined) [@avidresearch](/creator/undefined) [@masonat7](/creator/undefined) [@rudyresearch](/creator/undefined) [@tradingsssss](/creator/undefined) [@augurbio](/creator/undefined) [@dacapital](/creator/undefined)

**Top assets mentioned**
[Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Abivax SA (ABVX)](/topic/$abvx) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Eli Lilly and Company (LLY)](/topic/$lly) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Insmed, Inc. (INSM)](/topic/$insm) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Neumora Therapeutics, Inc. (NMRA)](/topic/$nmra) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Adobe, Inc. (ADBE)](/topic/$adbe) [CoreWeave, Inc (CRWV)](/topic/$crwv) [AbbVie Inc (ABBV)](/topic/$abbv) [uniQure N.V. (QURE)](/topic/$qure) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The sperm bank check is going toward $NMRA not $ABVX. Sorry guys Just got off the plane. Was planning to go back to school but seeing $abvx's price action today i will be driving straight to the sperm bank instead Just got off the plane. Was planning to go back to school but seeing $abvx's price action today i will be driving straight to the sperm bank instead"  
[X Link](https://x.com/rezfszubagoly/status/2008660991756955887)  2026-01-06T22:04Z [---] followers, [----] engagements


"$SLNO just gave away a free put option w this preannounce. You can just short and wait for a death w no repercussions"  
[X Link](https://x.com/rezfszubagoly/status/2011094411313369467)  2026-01-13T15:14Z [---] followers, [----] engagements


"Another $SLNO banger in the making. Stay tuned"  
[X Link](https://x.com/rezfszubagoly/status/2015626643700691129)  2026-01-26T03:23Z [---] followers, [----] engagements


"$SLNO Fear not fluid. Downtitration driven by fear not side effects. https://mordechaison.substack.com/p/slno-fear-not-fluid https://mordechaison.substack.com/p/slno-fear-not-fluid"  
[X Link](https://x.com/rezfszubagoly/status/2015876648512458861)  2026-01-26T19:57Z [---] followers, [----] engagements


"@WexCapital We are talking valuations not discussing the moral implication of vykat. Strawman argument"  
[X Link](https://x.com/rezfszubagoly/status/2015987333846217199)  2026-01-27T03:16Z [---] followers, [---] engagements


"$TBPH long. High PoS. Imminent readout. S*bstack link in comments"  
[X Link](https://x.com/rezfszubagoly/status/2018368758809571404)  2026-02-02T16:59Z [---] followers, [----] engagements


"$TBPH worst case scenario on powering"  
[X Link](https://x.com/rezfszubagoly/status/2020965698390970870)  2026-02-09T20:59Z [---] followers, [----] engagements


"$SLNO thoughts on recent earnings and price action. Abysmally low doses implied by preliminary Q4 results. https://mordechaison.substack.com/p/soleno-q3-earnings-commentary-and https://mordechaison.substack.com/p/soleno-q3-earnings-commentary-and"  
[X Link](https://x.com/rezfszubagoly/status/2010738697537556792)  2026-01-12T15:40Z [---] followers, 10.4K engagements


"If $INMD gets sold for less than [---] bln the entire BOD will need to be prosecuted"  
[X Link](https://x.com/rezfszubagoly/status/2015797547349016925)  2026-01-26T14:42Z [---] followers, [----] engagements


"To all the carry traders long HUF I just wanted to let you know that you are absolutely retarded and this will violently blow up in your face"  
[X Link](https://x.com/rezfszubagoly/status/2020906058277912907)  2026-02-09T17:02Z [---] followers, [---] engagements


"@DA_Capital_ @monaco_biotech No OX40 so lot of bp is looking to partner. If nktr partners that would blow the whole thing up no matter the terms"  
[X Link](https://x.com/rezfszubagoly/status/2020990277549170691)  2026-02-09T22:36Z [---] followers, [---] engagements


"If you were not bull enough $SRPT"  
[X Link](https://x.com/rezfszubagoly/status/1975901892279751136)  2025-10-08T12:31Z [---] followers, [----] engagements


"@Kapstahoon Which news you didnt like"  
[X Link](https://x.com/rezfszubagoly/status/1975959510100615530)  2025-10-08T16:20Z [---] followers, [--] engagements


"The lion does not concern himself with the Kelly Criterion. He bets an irresponsibly large part of his portfolio on $SLNO"  
[X Link](https://x.com/rezfszubagoly/status/1978535796433883217)  2025-10-15T18:57Z [---] followers, [---] engagements


"@BalaBioResearch What about $RGNX. I thought that was also long dosing"  
[X Link](https://x.com/rezfszubagoly/status/1979733750331388171)  2025-10-19T02:18Z [---] followers, [---] engagements


"Getting [---] mln sales for q3 Elevidys sales based on FAERS vs [---] mln expected. Likely higher as incidence of AEs is higher for non amb. $SRPT"  
[X Link](https://x.com/rezfszubagoly/status/1981475761933385808)  2025-10-23T21:40Z [---] followers, [----] engagements


"$SLNO titration factored into q3. Uptitration will provide significant backwind for q3 rev"  
[X Link](https://x.com/rezfszubagoly/status/1982127546591256780)  2025-10-25T16:50Z [---] followers, [----] engagements


"@BiotechPort Higher titration gives crazier numbers"  
[X Link](https://x.com/rezfszubagoly/status/1982148714249556052)  2025-10-25T18:14Z [---] followers, [---] engagements


"@NotJanetYellen7 @EmuConspiracy The whole point of the tweet was that it does not matter whether it works or not"  
[X Link](https://x.com/rezfszubagoly/status/1982238270990761989)  2025-10-26T00:10Z [---] followers, [---] engagements


"@EmuConspiracy @NotJanetYellen7 Who else is there to be convinced of the thesis short term (incremental flows) The intrinsic efficacy of the drug wont matter for short term price action as the consensus wont change about that for 5yrs least. Seemingly none of the people replying read Soros"  
[X Link](https://x.com/rezfszubagoly/status/1982254582064349573)  2025-10-26T01:14Z [---] followers, [---] engagements


"Final numbers for $SLNO Titration + free drug sample(quick start program) repressed Q2 rev hence the explosive growth expected in q3"  
[X Link](https://x.com/rezfszubagoly/status/1982275069423321333)  2025-10-26T02:36Z [---] followers, 12.2K engagements


"PWS weigh gain does not occur until puberty so this trial is not very representative of overall PWS population. For adolescents and adults the median weight is around 90kg hence the much higher price I get than sell side"  
[X Link](https://x.com/rezfszubagoly/status/1982276650030002291)  2025-10-26T02:42Z [---] followers, [---] engagements


"Why is sell side so off " *** here hope all is well. We acknowledge that the figure may err on the conservative side but is in-line with the average from the clinical studies of Vykat XR"-Goldman You are not long enough $SLNO Final numbers for $SLNO Titration + free drug sample(quick start program) repressed Q2 rev hence the explosive growth expected in q3 https://t.co/XjTzi4BUsd Final numbers for $SLNO Titration + free drug sample(quick start program) repressed Q2 rev hence the explosive growth expected in q3 https://t.co/XjTzi4BUsd"  
[X Link](https://x.com/rezfszubagoly/status/1982279500814520713)  2025-10-26T02:53Z [---] followers, [----] engagements


"@taobanker $INMD"  
[X Link](https://x.com/rezfszubagoly/status/1982457702807707854)  2025-10-26T14:42Z [---] followers, [---] engagements


"@HeikwanTrades Factored in titration"  
[X Link](https://x.com/rezfszubagoly/status/1982459864015127030)  2025-10-26T14:50Z [---] followers, [---] engagements


"$SPRB trading below cash factoring in PRV. Easy to understand moa rly serious disease with irriversible damage. 0% chance FDA doesnt approve this. Ex biomarin ceo who left the company to acquire this asset. Will be $350+ by EO2026"  
[X Link](https://x.com/rezfszubagoly/status/1982866664120283528)  2025-10-27T17:47Z [---] followers, [----] engagements


"As an analysts what are you even doing if you are not bombing your PM with Druck quotes to buy more $SLNO Final numbers for $SLNO Titration + free drug sample(quick start program) repressed Q2 rev hence the explosive growth expected in q3 https://t.co/XjTzi4BUsd Final numbers for $SLNO Titration + free drug sample(quick start program) repressed Q2 rev hence the explosive growth expected in q3 https://t.co/XjTzi4BUsd"  
[X Link](https://x.com/rezfszubagoly/status/1983655560991146359)  2025-10-29T22:01Z [---] followers, [----] engagements


"@BalaBioResearch 0% chance $SLNO mgmt would sell below $150"  
[X Link](https://x.com/rezfszubagoly/status/1983904088174584224)  2025-10-30T14:29Z [---] followers, [----] engagements


"Analyst friend of mine said he doesn't want to put 50% of his portfolio into $SLNO pre earnings because he reached his risk appetite limits with a mere 30% allocation. Guy is not even [--]. Get this man on T replacement theraphy asap"  
[X Link](https://x.com/rezfszubagoly/status/1984347299896836158)  2025-10-31T19:50Z [---] followers, [----] engagements


"@HeroDividend Fucking short seller I will find a seller for your OpenAI shares if you dont want them. We are doing [----] bil in revenue not 13"  
[X Link](https://x.com/rezfszubagoly/status/1985398373533245598)  2025-11-03T17:27Z [---] followers, [--] engagements


"Sharing my $SLNO writeup. Please critique"  
[X Link](https://x.com/rezfszubagoly/status/1985716473613205851)  2025-11-04T14:31Z [---] followers, 20K engagements


"@BiotechPort A randon twitter acc doesnt set expectations for the earnings of a 3bil mcap co"  
[X Link](https://x.com/rezfszubagoly/status/1985755504883474461)  2025-11-04T17:06Z [---] followers, [---] engagements


"@0xMerridew $GPCR $VKTX"  
[X Link](https://x.com/rezfszubagoly/status/1986260512456515849)  2025-11-06T02:33Z [---] followers, [---] engagements


"@cognivestment @SolenoTx @semodough @Pharmdca @adamfeuerstein No joke we should write an email asking for mgmt to buy 100k each and announce small share repurchase program with press statement hinting at potentially larger buybacks and "evaluating a revolver debt facility" to buy back shares opportunistically"  
[X Link](https://x.com/rezfszubagoly/status/1986533059139613026)  2025-11-06T20:36Z [---] followers, [---] engagements


"@BiotechObserver @MartinShkreli @Vulpescap Giga short $urgn then. Will see how that goes"  
[X Link](https://x.com/rezfszubagoly/status/1988656685083423076)  2025-11-12T17:14Z [---] followers, [---] engagements


"@tenderizzation Also reminded me how funny it is that you can get the whole test beforehand for $2000 in china so no one cares"  
[X Link](https://x.com/rezfszubagoly/status/1989084685985825217)  2025-11-13T21:35Z [---] followers, [---] engagements


"Sold my $CDTX to buy more $SLNO after ER"  
[X Link](https://x.com/rezfszubagoly/status/1989119404848844977)  2025-11-13T23:53Z [---] followers, [----] engagements


"My m&a basket: $ABVX $INSM $PTGX $VKTX $GPCR $RVMD rip all of these with every single dime of cash you have"  
[X Link](https://x.com/rezfszubagoly/status/1989333297642577967)  2025-11-14T14:03Z [---] followers, [----] engagements


"@Anders_Research Im not gonna delete anything ever nor brag about any wins i didnt disclose beforehand. Im not one of those X gurus who miraculously "owns every name" but somehow only says so publicly ex post. Bookmark this"  
[X Link](https://x.com/rezfszubagoly/status/1989389133564055580)  2025-11-14T17:45Z [---] followers, [---] engagements


"Gotta add $NAMS after further review My m&a basket: $ABVX $INSM $PTGX $VKTX $GPCR $RVMD rip all of these with every single dime of cash you have My m&a basket: $ABVX $INSM $PTGX $VKTX $GPCR $RVMD rip all of these with every single dime of cash you have"  
[X Link](https://x.com/rezfszubagoly/status/1990469918941450744)  2025-11-17T17:19Z [---] followers, [---] engagements


"Only if $SLNO mgmt had the skills to massage top line as Jensen does"  
[X Link](https://x.com/rezfszubagoly/status/1991297879961661598)  2025-11-20T00:09Z [---] followers, [---] engagements


"@3rdFloorCapital Had a 92% chance to beat on polymarket so everyone was already longg. No buyers left short term. Same thing happedned with oil at iran fiasco"  
[X Link](https://x.com/rezfszubagoly/status/1991569539872764248)  2025-11-20T18:09Z [---] followers, [--] engagements


"@dedwng In defence of Betaville he didnt say they are getting acquired for all of them. E.g for $SLNO he only said they hired IBs to help them so these are not all imminent acquisition headlines. Remarkably high rate imo"  
[X Link](https://x.com/rezfszubagoly/status/1991602140977197424)  2025-11-20T20:18Z [---] followers, [---] engagements


"@seedy19tron Whats the PoS for PWS factored into $rytm in your opinion (and your PoS estimate) Goldman already penciled in 50% with [--] bln peak sales which seems a bit high"  
[X Link](https://x.com/rezfszubagoly/status/1991955506735526384)  2025-11-21T19:42Z [---] followers, [----] engagements


"@Sanctuary_Bio @TreyHendrickzyn @blankspacenom @seedy19tron Pump the stock on open label data then raise. Pump and dump"  
[X Link](https://x.com/rezfszubagoly/status/1991959572291154387)  2025-11-21T19:59Z [---] followers, [---] engagements


"@WexCapital Remind me of the effectivness of bempedoic acid + guideline changes. New to the space tho so open to learn"  
[X Link](https://x.com/rezfszubagoly/status/1992080385304633707)  2025-11-22T03:59Z [---] followers, [---] engagements


"@WexCapital Pretty bold of sell side to assume 50% ish PoS in an indication where it already failed a trial plus 1bln peak sales reached in [--] years( till vykat xr loe) in a saturated market is also nothing short of optimistic"  
[X Link](https://x.com/rezfszubagoly/status/1992244152076263517)  2025-11-22T14:49Z [---] followers, [---] engagements


"@WallStSai So not hiring does not imply acquistion because there is a case of hiring that lead to an acquisition. Your argument doesnt make sense. On top of that this is a useless example because exas's core operation do not overlap with abt's so these newly hired people wont be fired"  
[X Link](https://x.com/rezfszubagoly/status/1992740507416760697)  2025-11-23T23:42Z [---] followers, [---] engagements


"@BiotechPort How much will agio be down on monday on this in your view"  
[X Link](https://x.com/rezfszubagoly/status/1997724428382384351)  2025-12-07T17:46Z [---] followers, [---] engagements


"@monaco_biotech @biopharmacaster Data came in below expectations so it should drop imo"  
[X Link](https://x.com/rezfszubagoly/status/1998000780490449011)  2025-12-08T12:04Z [---] followers, [---] engagements


"@monaco_biotech @biopharmacaster Efficacy will further decrease due to ADAs over the long term while $SRPT's PMOs are naked and do not face the same risks"  
[X Link](https://x.com/rezfszubagoly/status/1998002116644794697)  2025-12-08T12:10Z [---] followers, [---] engagements


"@avidresearch Also for induction in combo. Even w semaglutide it should produce completely satisfactory results for 90%+ of the population. Glp market is toast post sema loe"  
[X Link](https://x.com/rezfszubagoly/status/1998015983387103366)  2025-12-08T13:05Z [---] followers, [---] engagements


"@masonat7 @seedy19tron Imo only question is whether they are better than PCSK9i. With the space becoming so crowded I dont think they can keep much of the extra value they create as price will be capped at Repetha biosimilar + Lp(a) drugs"  
[X Link](https://x.com/rezfszubagoly/status/1999529705653830042)  2025-12-12T17:20Z [---] followers, [---] engagements


"@masonat7 @seedy19tron Yeah that pretty interesting cause insurers dont seem like they give a fuck whether the pts have to inject or take a pill. Not sure if you can push this cost to patients cause many are not even willing to pay copay for Wegovy"  
[X Link](https://x.com/rezfszubagoly/status/1999583445010330087)  2025-12-12T20:53Z [---] followers, [---] engagements


"$DBVT so a 60% PoS was priced in for this one Thought this was 90% given the redesigned study. Why could have the market thought otherwise"  
[X Link](https://x.com/rezfszubagoly/status/2001058886619476095)  2025-12-16T22:36Z [---] followers, [---] engagements


"@optimusbutler ellaborate"  
[X Link](https://x.com/rezfszubagoly/status/2001060945024471379)  2025-12-16T22:44Z [---] followers, [--] engagements


"@smiuffy i did my dd and saw a ceo in a podcast w a name smth analogous to "wall street doesnt want you to know this" discussing with another degen why the stock is a 10x from here. Lets just say didnt need to do more research after that lmao"  
[X Link](https://x.com/rezfszubagoly/status/2003870527874793726)  2025-12-24T16:48Z [---] followers, [---] engagements


"explains why the distribution based dosing is super obvious. Proceeds to use the price derived from the 61kg single point estimate 👏. Net pricing is closer to $620k. Would be super nice from you if you let us reply to your posts to have some actual conversation"  
[X Link](https://x.com/rezfszubagoly/status/2005960312508276960)  2025-12-30T11:13Z [---] followers, [----] engagements


"@Octopusking77 Check my tweets but imo yesterday's update puts the trial at 95% PoS"  
[X Link](https://x.com/rezfszubagoly/status/2005975376426852565)  2025-12-30T12:12Z [---] followers, [---] engagements


"Balls deep means 5% for a name like this. Some gigabrain might write an article at "The Information" how the hbm cyle is bubble and have all hbm adjacent names crash 50%"  
[X Link](https://x.com/rezfszubagoly/status/2007077060486045954)  2026-01-02T13:10Z [---] followers, [---] engagements


"Holy short squeeze $SLS"  
[X Link](https://x.com/rezfszubagoly/status/2007089074436497453)  2026-01-02T13:58Z [---] followers, [---] engagements


"Just got off the plane. Was planning to go back to school but seeing $abvx's price action today i will be driving straight to the sperm bank instead"  
[X Link](https://x.com/rezfszubagoly/status/2008325925742543253)  2026-01-05T23:53Z [---] followers, [----] engagements


"Absolute dogshit company btw but could easily go to $3+ when $vtyx deal closes. Leak was intentional to get other buyers in to start a bidding war"  
[X Link](https://x.com/rezfszubagoly/status/2008668521396580679)  2026-01-06T22:34Z [---] followers, [---] engagements


"@reticulosaurus Since it was a joke no. Just thinking $VTYX is being acquired for their nlrp3i and lilly will make that clear at jpm and we will see a BO price for vtyx 40%+ above what was priced in when i entered the trade"  
[X Link](https://x.com/rezfszubagoly/status/2008873194581868691)  2026-01-07T12:07Z [---] followers, [---] engagements


"@hannibalspeaks Duration of current episode 6mo vs nktr's no improvement for 6mo is a really different group. N=2 for placebo is noise"  
[X Link](https://x.com/rezfszubagoly/status/2009063745029591224)  2026-01-08T00:44Z [---] followers, [---] engagements


"@semodough It should be more red :( unfortunately https://mordechaison.substack.com/p/soleno-q3-earnings-commentary-and https://mordechaison.substack.com/p/soleno-q3-earnings-commentary-and"  
[X Link](https://x.com/rezfszubagoly/status/2010758609857335476)  2026-01-12T16:59Z [---] followers, [---] engagements


"@meremrtl Q3 was a combination of downtitration and a true-up and this print just confirmed that Q3 miss was driven by downtitration (50% ish)"  
[X Link](https://x.com/rezfszubagoly/status/2010760546057159026)  2026-01-12T17:07Z [---] followers, [---] engagements


"@InfoBreakout We are trading at [--] bucks a share. Is $NKTR paying $LLY"  
[X Link](https://x.com/rezfszubagoly/status/2010858630233436598)  2026-01-12T23:37Z [---] followers, [----] engagements


"@RudyResearch Love all the bioexperts who call $GPCR and $VKTX overvalued while saying $LLY is undervalued. Does an asset suddenly has 10x sales potential if its in the hand of BP or how does that work"  
[X Link](https://x.com/rezfszubagoly/status/2011126537685180681)  2026-01-13T17:21Z [---] followers, [---] engagements


"@RudyResearch Value of asset is worth the second highest BP bid + [--] cent. I was just trying to say that it is dumb to price it as if it would commercialise on its own because there is exactly 0% chance that it happens to either of them"  
[X Link](https://x.com/rezfszubagoly/status/2011130962512642224)  2026-01-13T17:39Z [---] followers, [--] engagements


"@dcurras1 Wow Excited to pay 2/20 to get a .9 beta [--] alpha exposure to quality factor"  
[X Link](https://x.com/rezfszubagoly/status/2011259392541507900)  2026-01-14T02:09Z [---] followers, [---] engagements


"@LeylaKuni Wow When you have several cash inflows and outflows there irr equation has more than one root hence cant be used in its unmodified form. Almost 8th grade level math here"  
[X Link](https://x.com/rezfszubagoly/status/2011628888125030824)  2026-01-15T02:37Z [---] followers, [---] engagements


"@blondesnmoney The biggest no brainer there is"  
[X Link](https://x.com/rezfszubagoly/status/2011850660191285450)  2026-01-15T17:19Z [---] followers, [---] engagements


"@MelvinRiskMgmt $LLY best funding short of the decade"  
[X Link](https://x.com/rezfszubagoly/status/2011890665492529465)  2026-01-15T19:58Z [---] followers, [---] engagements


"Yes I'm short $ADBE since $400. How did you know"  
[X Link](https://x.com/rezfszubagoly/status/2012273901364002919)  2026-01-16T21:20Z [---] followers, [---] engagements


"Holy. $CRWV gotta be renamed inverse Atlas how that short is holding my whole portfolio"  
[X Link](https://x.com/rezfszubagoly/status/2013623291177525727)  2026-01-20T14:42Z [---] followers, [---] engagements


"@Biotenic CEO replying is peak comedy. Denial = rumors are true"  
[X Link](https://x.com/rezfszubagoly/status/2013644271866253750)  2026-01-20T16:06Z [---] followers, [---] engagements


"@tradingsssss Nr [--] rule of obesity turds: everything gets sold before $VKTX"  
[X Link](https://x.com/rezfszubagoly/status/2014168020323602535)  2026-01-22T02:47Z [---] followers, [---] engagements


"@princetongb Under what facility would ust be allowed to purchase yen Rate differentials are the main drivers of treasury movements(99%) but fx purchases do not directly move rates. Most prominent will be equities downturn from unwinding carry"  
[X Link](https://x.com/rezfszubagoly/status/2015553683207889398)  2026-01-25T22:33Z [---] followers, [---] engagements


"@meremrtl Dc: we know aggregate dc so if you assume the medicaid dc rate is also correct then we know it was mostly medicaid patients who discontinued which is exactly the type of patients you would expect to fall for an argument like this"  
[X Link](https://x.com/rezfszubagoly/status/2015891439276732698)  2026-01-26T20:55Z [---] followers, [---] engagements


"@Nic6364839373 No as i explained in previous post gtn should have been the worst in q2. Also there is noise as i mentioned: there was def a true up in q2. Also i have laid out the doses. [----] to [----] is quite the drop in dose beyond noise. Why do you think it was down 30% after q3 ER"  
[X Link](https://x.com/rezfszubagoly/status/2015895467872125292)  2026-01-26T21:11Z [---] followers, [---] engagements


"@WexCapital @MartinShkreli I am fine with underwriting that risk"  
[X Link](https://x.com/rezfszubagoly/status/2015998329868423457)  2026-01-27T04:00Z [---] followers, [---] engagements


"Call me crazy but obicetrapib is looking at +6 bln risk adjusted peak sales. Will treat you all with a nice writeup. $NAMS"  
[X Link](https://x.com/rezfszubagoly/status/1990964308503622087)  2025-11-19T02:04Z [---] followers, [---] engagements


"@Anders_Research Also superior to $AZN's and especially $MRK's drug as it also offer much better lp(a) lowering. Combined with a strong sales force $NAMS is looking at minimum 4bln peak sales and if alzheimer hits(which it will) it's easy 7bil + peak sales"  
[X Link](https://x.com/rezfszubagoly/status/1991201741937734080)  2025-11-19T17:47Z [---] followers, [---] engagements


"@Anders_Research This will be priced cheaper than sema so i would imagine insurers would put $NAMS as first line"  
[X Link](https://x.com/rezfszubagoly/status/1991210415099969918)  2025-11-19T18:22Z [---] followers, [---] engagements


"Went through sell side models for $RYTM. Without a joke more value from pws is already built into its valuation than the entire EV of $SLNO"  
[X Link](https://x.com/rezfszubagoly/status/1991979939525222489)  2025-11-21T21:20Z [---] followers, [----] engagements


"$ABVX Wondering what $ABBV will say about Icontikra $PTGX. I think they will say people choke on the pills and there is no way it would affect Skyrizi sales lmao"  
[X Link](https://x.com/rezfszubagoly/status/1996491815105728777)  2025-12-04T08:08Z [---] followers, [---] engagements


"Why HFs are panicking: if you model out q3 titration adjusted pt days you get a really low average dose but thats not the actual case. Didnt wanna touch on a non existent crisis that only exists in your excel model. $SLNO @seedy19tron @augurbio @AgonInvestments @rezfszubagoly @blankspacenom Honestly this is pretty bad. It doesn't in any way address why new patient starts fell off a cliff why they would recover and why avg dose was far lower than one would expect if the regular titration was being followed @seedy19tron @augurbio @AgonInvestments @rezfszubagoly @blankspacenom Honestly this is"  
[X Link](https://x.com/rezfszubagoly/status/2005394658067894550)  2025-12-28T21:45Z [---] followers, [----] engagements


"$slno red by end of the day imo. Psf converison must have gone down"  
[X Link](https://x.com/rezfszubagoly/status/2010691288841048161)  2026-01-12T12:32Z [---] followers, [----] engagements


"$SRPT no preannounce. Doug really going for the worst ceo of the decade award"  
[X Link](https://x.com/rezfszubagoly/status/2010756519017730117)  2026-01-12T16:51Z [---] followers, [----] engagements


"@meremrtl Didnt this one cause tachyardia"  
[X Link](https://x.com/rezfszubagoly/status/2016158312719434213)  2026-01-27T14:36Z [---] followers, [---] engagements


"How is VIX so cheap with Japanese FED being this hawkish. Dollar devaluation might counteract carry blowup a bit"  
[X Link](https://x.com/rezfszubagoly/status/2016249010592330049)  2026-01-27T20:36Z [---] followers, [---] engagements


"@aleabitoreddit If those coreweave longs could read they would be very upset"  
[X Link](https://x.com/rezfszubagoly/status/2016511450705981738)  2026-01-28T13:59Z [---] followers, [---] engagements


"$QURE $PRAX these drugs do not work but that is a feature not a bug. The price is here because some PMs care about the truth. As an alchemist myself my objective is operational succcess not truth. Drugs can't be rejected thanks to public attention. Buy"  
[X Link](https://x.com/rezfszubagoly/status/1981726986197217650)  2025-10-24T14:18Z [---] followers, [----] engagements


"Balls deep long on $BESI Might take 1-2 years to work tho"  
[X Link](https://x.com/rezfszubagoly/status/2007037361730032062)  2026-01-02T10:32Z [---] followers, [---] engagements


"@avidresearch Dont pump it too much please. Let me double my position on monday and then you can pump"  
[X Link](https://x.com/rezfszubagoly/status/2017995672276889900)  2026-02-01T16:17Z [---] followers, [---] engagements


"@tradingsssss Azn nhp data"  
[X Link](https://x.com/rezfszubagoly/status/2019083392956899561)  2026-02-04T16:19Z [---] followers, [---] engagements


"@Hall8Jack @cal89511029 They filed BELYMGO already in june which should be for 9003"  
[X Link](https://x.com/rezfszubagoly/status/1980277034401042889)  2025-10-20T14:16Z [---] followers, [---] engagements


"@Biohazard3737 All these AI job applications are babbling about some $SLNO. Dk why they keep bringing it up"  
[X Link](https://x.com/rezfszubagoly/status/2010790876956803492)  2026-01-12T19:07Z [---] followers, [---] engagements


"Anyone looking into $TBPH If so pls DM"  
[X Link](https://x.com/rezfszubagoly/status/2014550335579119762)  2026-01-23T04:06Z [---] followers, [---] engagements

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