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# ![@seedy19tron Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1475807577086861315.png) @seedy19tron Seedy19

Seedy19 posts on X about $cdtx, $nktr, $abvx, $ovid the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1475807577086861315/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1475807577086861315/c:line/m:interactions.svg)

- X Week XXXXXXX +65%
- X Month XXXXXXXXX +15%
- X Months XXXXXXXXX +596%
- X Year XXXXXXXXX +987%

### Mentions: XX [#](/creator/twitter::1475807577086861315/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1475807577086861315/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +78%
- X Year XXXXX +305%

### Followers: XXXXX [#](/creator/twitter::1475807577086861315/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1475807577086861315/c:line/m:followers.svg)

- X Week XXXXX +1.40%
- X Month XXXXX +5.80%
- X Months XXXXX +362%
- X Year XXXXX +616%

### CreatorRank: XXXXXXX [#](/creator/twitter::1475807577086861315/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1475807577086861315/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5067 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$cdtx](/topic/$cdtx) #1, [$nktr](/topic/$nktr) #5, [$abvx](/topic/$abvx) #5, [$ovid](/topic/$ovid) #1, [$tern](/topic/$tern) #3, [$slno](/topic/$slno) #1, [$celc](/topic/$celc) #2, [$capr](/topic/$capr) #8, [$xbi](/topic/$xbi) #10, [$kymr](/topic/$kymr) #11

**Top accounts mentioned or mentioned by**
[@coinbasedbtc](/creator/undefined) [@pawcio2009](/creator/undefined) [@fwcweather](/creator/undefined) [@mm3915038575333](/creator/undefined) [@bionavgator](/creator/undefined) [@blankspacenom](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@jamesta54258753](/creator/undefined) [@bigchodu](/creator/undefined) [@monaco_biotech](/creator/undefined) [@biopharmiq](/creator/undefined) [@craigster771](/creator/undefined) [@byebyegoodguy](/creator/undefined) [@respekchemistry](/creator/undefined) [@seedytx19](/creator/undefined) [@yucanding](/creator/undefined) [@biotenic](/creator/undefined) [@popescuf](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@emuconspiracy](/creator/undefined)

**Top assets mentioned**
[Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Bitcoin Incognito (XBI)](/topic/$xbi) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Dawn Protocol (DAWN)](/topic/$dawn) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Novo-Nordisk (NVO)](/topic/$nvo) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Geron Corp (GERN)](/topic/$gern) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Edgewise Therapeutics, Inc. Common Stock (EWTX)](/topic/$ewtx) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Insmed, Inc. (INSM)](/topic/$insm) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [BEAM (BEAM)](/topic/$beam) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Moderna Inc (MRNA)](/topic/$mrna) [Muhdo Hub (DNA)](/topic/$dna) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Veracyte, Inc. (VCYT)](/topic/$vcyt) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA)](/topic/$knsa) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Mineralys Therapeutics, Inc. Common Stock (MLYS)](/topic/$mlys) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Vaxcyte, Inc. Common Stock (PCVX)](/topic/$pcvx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ovid long ( $cdtx next as soon as I get more time to finish) multi fold opportunity not being appreciated. So as Ive said earlier seems like folk already moved on from $ovid but sleeping on their KCC2 platform. This is the type of opportunity I like. So KCC2 platform alongside their OV329 asset ( GABAergic modulation ) $ovid holds about 5-10x additional value over the next few years from here. Their KCC2 activator platform targets epilepsy and psychosis. It is exclusively CNS-expressed - restores chloride homeostasis which differentiates it from SOC and requires minimal sedation. So theyre"  
[X Link](https://x.com/seedy19tron/status/1976594502266556660)  2025-10-10T10:23Z 9732 followers, 39.3K engagements


"The Weekly New: - Increased: $dawn $cogt $nktr Unchanged: $rytm $celc $nvo $tern $abvx $slno $ovid $cmps $nxtc $ptn Decreased: Closed: $crpb $agio $capr (s) Only a few more Weeklys left for this year not the best couple of days but suppose I never was the type of guy to lay low and just see the year out. Anyways its happened now ( $capr ) not the first not the last. Yesterday and today all about reflecting on what went wrong what I couldve done differently and what to avoid in the future. I think I have a good idea on the above now time to clear the head and move forward. Onus shifts back to"  
[X Link](https://x.com/seedy19tron/status/1996536330516344877)  2025-12-04T11:05Z 9732 followers, 28.9K engagements


"You guys are gonna mute me at this rate but so many takeaways. $cdtx literally had their earnings call on 11/07 I think gone are the days of quiet period and CEOs dropping out of conferences"  
[X Link](https://x.com/seedy19tron/status/1997096955101552759)  2025-12-06T00:13Z 9732 followers, 7231 engagements


"Casdin Q125 13F Recap: (1/2) New: $BGNE $DYN $HIMS $MAZE $SEPN $SLDB $TDOC $VSTM Increased: $BEAM $GERN $MRNA $RLAY $SNDX Unchanged: $ABSI $BPMC $CDXS $DNA $DNLI $GLUE $GPCR $KRON $NGNE $NTLA $RNA $RXRX $TNYA $TSVT $VCYT"  
[X Link](https://x.com/seedy19tron/status/1923204330657571229)  2025-05-16T02:30Z 9727 followers, 2538 engagements


"RIP 🦂 $slno $acad"  
[X Link](https://x.com/seedy19tron/status/1970805730849542502)  2025-09-24T11:01Z 9728 followers, 9883 engagements


"Can we talk about Avoro bezgod 🎯"  
[X Link](https://x.com/seedy19tron/status/1982502847326695659)  2025-10-26T17:41Z 9718 followers, 10.8K engagements


"@idalopirdine Nice case study on why you ride the winners with good data. Time and time again $cdtx $XX to $XXX $abvx still going $nktr $cogt $celc $ovid $tern so much more room to run"  
[X Link](https://x.com/seedy19tron/status/1992385201490788401)  2025-11-23T00:10Z 9727 followers, 3106 engagements


"$NKTR Deep Dive: The AA thread that you cannot miss. PT $85+ You probably have read a ton about AtD from my previous posts but its important I reiterate that as Rezpegs AtD franchise provides a valuation floor going into the AA readout. The AA program represents a high convexity a FREE FREE FREE call option that is currently misplaced by the broader market. After spending hours over the past few weeks trying to cover all aspects of this readout I am happy to present an analysis that diverges from the prevailing skepticism the skepticism that stems largely from historical failures of native"  
[X Link](https://x.com/seedy19tron/status/1992423643930857754)  2025-11-23T02:43Z 9718 followers, 126.4K engagements


"$NKTR is trading at $XX. Current valuation is supported almost entirely by the AtD franchise (est $2.5B peak sales). If AA is a success imo: Stock re-rates at least 50%. Validates "pipeline-in-a-product." Will become a M&A target immediately. Failure: We fall back to the AD floor. (which is where we are right nowactually even below it ffs) Anyways you dont have to believe me Oppenheimer think XX% chance the stock will be above $XX post readout so you do the math. Not long enough time for bed"  
[X Link](https://x.com/seedy19tron/status/1992425960398840150)  2025-11-23T02:52Z 9713 followers, 24.8K engagements


"The Weekly New: - Increased: $dawn $cogt $nktr Unchanged: $rytm $celc $nvo $tern $abvx $slno $ovid $cmps $cogt $nxtc $ptn Decreased: Closed: $crpb $agio $capr (s) Only a few more Weeklys left for this year not the best couple of days but suppose I never was the type of guy to lay low and just see the year out. Anyways its happened now ( $capr ) not the first not the last. Yesterday and today all about reflecting on what went wrong what I couldve done differently and what to avoid in the future. I think I have a good idea on the above now time to clear the head and move forward. Onus shifts"  
[X Link](https://x.com/seedy19tron/status/1996532981112906219)  2025-12-04T10:52Z 9728 followers, 1648 engagements


"To avoid a clutter on this account going forwards all 13F tracking will be posted on @seedytx19 page. Q325 13F filings for the following in X search friendly format will be shared: Acuta Capital Partners LLC ADAR1 Capital Management LLC Affinity Asset Advisors LLC Ally Bridge Group (NY) LLC Armistice Capital LLC Artia Global Partners LP Avoro Capital Advisors LLC Baker Bros Advisors LP Boxer Capital Management LLC Braidwell LP BVF Inc./IL Caligan Partners LP Camber Capital Management Casdin Capital LLC Commodore Capital LP Cormorant Asset Management LP DAFNA Capital Management LLC Darwin"  
[X Link](https://x.com/seedy19tron/status/1989484404805386251)  2025-11-15T00:03Z 9733 followers, 58.1K engagements


"The Weekly New: $nvo Increased: $abvx $slno $ovid $cmps $cogt $nxtc $ptn $nktr Unchanged: $rytm $agio $capr (s) $celc Decreased: $dawn $crbp $tern Closed: $pali $inbx (s) $avtx Bittersweet week low on motivation writing this but hoping this will help someone out there make a more informed decision. ATHs and 52w high galore over the past week across many names. The mood is within healthcare equities is euphoric. I covered my $inbx short I think the way the market is going I should not be battling the trend at least not for now. $inbx still doesnt pass the smell test but I was wrong with the"  
[X Link](https://x.com/seedy19tron/status/1993886946846744856)  2025-11-27T03:37Z 9733 followers, 75.6K engagements


"I would also like apologise to Linda Marban for taking it too far last night with the reference to her past. Its not the way I would like to operate. Wont happen again. $capr"  
[X Link](https://x.com/seedy19tron/status/1996227711656960041)  2025-12-03T14:39Z 9732 followers, 21.3K engagements


"Not sure if anyone was on the webcast but Evercore Bankers just confirmed that $10-20b takeouts (emphasis on the plural) coming when asked about deals in the $5-10b range place your bets $xbi 🎅"  
[X Link](https://x.com/seedy19tron/status/1996646981901689124)  2025-12-04T18:25Z 9732 followers, 57.6K engagements


"$abvx Stock needs to rerate. Buyout multiples at 4-5x peak sales right now and tbh been the norm for as long as Ive been involved 4B peak risk adjusted is conservative personally that gets me to 16-20B range. So $230-250 perfectly reasonable. Should be even higher the more time I spend on it. Dont forget $cdtx literally just days ago"  
[X Link](https://x.com/seedy19tron/status/1997029325737283677)  2025-12-05T19:44Z 9733 followers, 2012 engagements


"$ocul The U.S. Food and Drug Administration ("FDA") has historically required two adequate and well-controlled clinical trials to demonstrate the safety and efficacy of ophthalmic product candidates in particular for larger indications such as wet age-related macular degeneration ("wet AMD"). Following recent public statements from FDA leadership as well as the Company's interactions with the FDA's Division of Ophthalmology subsequent to these statements and assuming the data are positive the Company now intends to submit a new drug application for its product candidate AXPAXLI (also known as"  
[X Link](https://x.com/seedy19tron/status/1997070166992343268)  2025-12-05T22:26Z 9732 followers, 18.7K engagements


"$cdtx $mrk mergers details out 10/24 -$118 offer from company D 10/29- $XXX offer from $mrk 11/01 - $XXX offer from company D 11/04 - $XXX offer from company E 11/07 - $XXX offer from company D 11/08 - $XXX offer from $mrk 11/08 - $XXX offer from company F 11/08 - $XXX + cvr offer from company E 11/11 - $XXX offer from company E 11/11 - $XXX offer from company F 11/13 - $XXXXX offer from company E 11/13 - $XXX offer from company F 11/13 - $XXXXX offer from $mrk accepted 11/14 - announcement"  
[X Link](https://x.com/seedy19tron/status/1997080305862431072)  2025-12-05T23:07Z 9732 followers, 151.4K engagements


"Some more negative alpha for those interested shorted $kymr common valuation absurd data OK nothing groundbreaking. And no conjunctivitis after X weeks doesnt mean no conjunctivitis (just a 😮💨 moment for now). Good luck holding till 2027 on the back of this open label data"  
[X Link](https://x.com/seedy19tron/status/1998057580065640725)  2025-12-08T15:50Z 9732 followers, 11.7K engagements


"@JamesTa54258753 Just hoping XX% upside or update after Dec 😭"  
[X Link](https://x.com/seedy19tron/status/1996986792826802620)  2025-12-05T16:55Z 9730 followers, 1682 engagements


"ADAR1 Q225 13F Recap: (3/8) Increased: $ESTA $ETNB $EWTX $GERN $KNSA $KROS $KURA $KYMR $MLTX $MLYS $NKTR $NGNE $NRIX $OABI $ORKA $PCVX $PHAT $PTGX $PYPD $REGN $RCKT $RXRX $RYTM $SEPN $SRPT $SVRA $TECX $TENX $THRD $TSHA $VKTX $VRDN $VRNA $VYGR"  
[X Link](https://x.com/seedy19tron/status/1956764989118894539)  2025-08-16T17:08Z 9732 followers, 2474 engagements


"ADAR1 Q225 13F Recap: (4/8) Increased (cont): $WVE $XENE Unchanged: $AAM $ACHV $ACLX $APLS $ASND $ASPC $AVXL $BIL $BOXX $CNTB $CNTX $CRNX $DAWN $DCTH $DVAX $ELYM $EMCGR $EMCGW $GOSS $IKT $IROH $JANX $KRRO $KZR $MNPR $MOVE $NETD $OACCU $OGN $OKUR"  
[X Link](https://x.com/seedy19tron/status/1956764990934827043)  2025-08-16T17:08Z 9732 followers, 3384 engagements


"FWIW WSJ never misses ( $cytk was not a miss imo self sabotage on the finish line doesnt count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + X other big takeover maybe $cdtx + taco limit up. MAGICAL MONDAY 🙏 $xbi Also @Biotenic s Substack is the ONLY one I have a paid subscription for. So useful"  
[X Link](https://x.com/seedy19tron/status/1977430424231035278)  2025-10-12T17:45Z 9730 followers, 32.3K engagements


"In other news @FinancialTimes h/t @mroliverbarnes @JFK_America @hannahkuchler go top of the M&A leaderboard with XXXXX% hit rate after $rna $nvs with WSJ moving to 2nd place (although if $ptgx is announced they move back to first) @Biotenic"  
[X Link](https://x.com/seedy19tron/status/1982528543231004934)  2025-10-26T19:23Z 9730 followers, 18.3K engagements


"Its biotechs time. Waited a long time for this. $xbi $bbc"  
[X Link](https://x.com/seedy19tron/status/1991851862434189314)  2025-11-21T12:51Z 9730 followers, 16.4K engagements


"@popescuf $cdtx was up XXX% already yet commanded a hefty premium. IMO its a sign of things to come rather than a one off rare event"  
[X Link](https://x.com/seedy19tron/status/1997096084057854112)  2025-12-06T00:09Z 9733 followers, XXX engagements


"Baker Bros Q225 13F Recap: (1/4) New: $ACLX $AGIO $AGLE $ARWR $BPMC $CDTX $CRNX $CTMX $DNTH $NUVL $RAPP $VRDN Increased: $ALKS $BNTX $CELC $CLDX $EWTX $GPCR $IDYA $IMTX $INSM $IRON $KYMR $MRUS $PRAX $RARE $RVMD $SMMT $XENE"  
[X Link](https://x.com/seedy19tron/status/1956776427707048241)  2025-08-16T17:53Z 9733 followers, 14.3K engagements


"Jefferies new PT this morning $nktr slightly more conservative on the PoS but upside scenario a whopping XXX% from here or $207"  
[X Link](https://x.com/seedy19tron/status/1992962894342816237)  2025-11-24T14:25Z 9733 followers, 8799 engagements


"$slno script data suggesting sales on back on the way up for week 11/10 also the best week since 9/1. Nov obviously not done yet but seems like they finally are gonna turn a corner and accelerate the launch once more. Now this service provider projects up due to partial capture (PantherX the only spec pharmacy they use dont share script data) but this data is generally accurate for $slno If you remember I was pretty close with my guesstimate for last Q rev on the back of observing this data"  
[X Link](https://x.com/seedy19tron/status/1993345523827311063)  2025-11-25T15:46Z 9732 followers, 18.3K engagements


"To add to this: Last year $capr PRd night before their Piper presentation nothing today. I havent seen the Piper schedule myself but theyre expected to present 3rd (tomorrow) and then at Oppenheimer on the 11th. Where is HOPE-3 data Were well past mid Q4 and coming weeks .into the 3rd week since that guidance. Nearly XX weeks since trial completed. Also can expect Linda to max out the ATM into the short covering so $X is on the cards"  
[X Link](https://x.com/seedy19tron/status/1995988156748022008)  2025-12-02T22:47Z 9732 followers, 19.9K engagements


"Anyways this is gonna squeeze hard X% position but over XX could be a X fig loss so not a great day at all. No hedge full disclosure. Not a great day to be in Macau ☠"  
[X Link](https://x.com/seedy19tron/status/1996213436779200858)  2025-12-03T13:42Z 9732 followers, 7651 engagements


"3 weeks to to the holidays 🎅 Santa please find Seedy Wishlist below: - $nktr AA pre announcement tonight / Monday (last time was on a Monday) and hit - $abvx blockbuster acquisition (any BP) - $kymr bubble burst (new short position for me playing by selling 75c no hedge) - $ovid KCC2 positive update - $slno no dramas just get us through 2025 Everything else is fine hope not asking for toooo much 🙏🙄 Whats on everyones wish list"  
[X Link](https://x.com/seedy19tron/status/1996980138131562572)  2025-12-05T16:29Z 9732 followers, 21.6K engagements


"@adamfeuerstein with another scoop coming up it seems. Heres what the @WSJ are saying: Administration officials have held meetings at the White House this week to discuss the turmoil at FDA and how to address it Prasad email was not cleared with Kennedy or the health department and Prasad did not discuss it with the secretary before it was sent last Friday afternoon some Trump officials concede that Makarys limited experience as an administrator has hampered his ability to run a sprawling government agency this year with the longtime Johns Hopkins physician and professor now overseeing"  
[X Link](https://x.com/seedy19tron/status/1997060970301268179)  2025-12-05T21:50Z 9732 followers, 11.7K engagements


"You can read it here. Page XX onwards"  
[X Link](https://x.com/seedy19tron/status/1997080772600385696)  2025-12-05T23:08Z 9732 followers, 11.4K engagements


"$xbi $abvx X big pharma companies ready and bidding $7B cash up front for $cdtx"  
[X Link](https://x.com/seedy19tron/status/1997082472194961766)  2025-12-05T23:15Z 9732 followers, 9198 engagements


"All of the interested parties knew that $cdtx ph3 data is only a few months away and a failure in the ph3 could mean a write off yet we saw a bidding war for $cdtx Can we cool down the pushback that $abvx wont be bought before maint or CD data Lets realign expectations with this new $xbi following a monster year. And if this keeps up companies with strong data (not many) will continue to become more expensive every time one gets taken out. And whilst not all of them will work out for BP someone needs to tell their BD teams that even their shrewed investments over the years have a mixed track"  
[X Link](https://x.com/seedy19tron/status/1997091250575384603)  2025-12-05T23:50Z 9732 followers, 15.2K engagements


"@AaronRosenblum5 Ship has sailed imo which reiterates my point BP had a chance but fumbled waiting to see more and now possibly too late. We could see a blockbuster acquisition though for $insm $ucb $rvmd"  
[X Link](https://x.com/seedy19tron/status/1997095322330243503)  2025-12-06T00:06Z 9733 followers, 1871 engagements


"@Respekchemistry @Biohazard3737 Agree with you both $kymr has no business being up this much. If at all"  
[X Link](https://x.com/seedy19tron/status/1998015170031780208)  2025-12-08T13:01Z 9732 followers, XXX engagements


"Lets gooooo $tern"  
[X Link](https://x.com/seedy19tron/status/1998118659357638657)  2025-12-08T19:53Z 9732 followers, 11K engagements