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

Seedy19 posts on X about $abvx, $nktr, $slno, $pali the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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

- [--] Week [-------] +206%
- [--] Month [---------] -19%
- [--] Months [---------] +258%
- [--] Year [---------] +1,181%

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

- [--] Week [---] +5.40%
- [--] Month [---] +30%
- [--] Months [---] +52%
- [--] Year [-----] +251%

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

- [--] Week [------] +25%
- [--] Month [------] +28%
- [--] Months [------] +126%
- [--] Year [------] +798%

### CreatorRank: [-------] [#](/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)  57.25% [finance](/list/finance)  16.03% [cryptocurrencies](/list/cryptocurrencies)  #3235 [technology brands](/list/technology-brands)  2.29% [travel destinations](/list/travel-destinations)  1.53% [currencies](/list/currencies)  1.53% [social networks](/list/social-networks)  1.53% [financial services](/list/financial-services)  0.76% [fashion brands](/list/fashion-brands)  0.76% [countries](/list/countries)  0.76%

**Social topic influence**
[$abvx](/topic/$abvx) #2, [$nktr](/topic/$nktr) #1, [$slno](/topic/$slno) #1, [$pali](/topic/$pali) #1, [$xbi](/topic/$xbi) #16, [$ovid](/topic/$ovid) #1, [$cdtx](/topic/$cdtx) #3, [$qure](/topic/$qure) #28, [$prax](/topic/$prax) #9, [$lqda](/topic/$lqda) #1

**Top accounts mentioned or mentioned by**
[@biopharmiq](/creator/undefined) [@amaymd](/creator/undefined) [@kashmirigujjar0](/creator/undefined) [@financebully](/creator/undefined) [@semodough](/creator/undefined) [@zethedeuce](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@crabbydan01](/creator/undefined) [@somecuriousgirl](/creator/undefined) [@pawcio2009](/creator/undefined) [@pmill145](/creator/undefined) [@stockmaniac17](/creator/undefined) [@btcbabey](/creator/undefined) [@blankspacenom](/creator/undefined) [@slk349390919](/creator/undefined) [@alexandrg1980](/creator/undefined) [@mstrstealyagirl](/creator/undefined) [@oligobio](/creator/undefined) [@asim2804](/creator/undefined) [@laxofwallstreet](/creator/undefined)

**Top assets mentioned**
[Abivax SA (ABVX)](/topic/$abvx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [uniQure N.V. (QURE)](/topic/$qure) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Inhibrx, Inc. (INBX)](/topic/$inbx) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Eli Lilly and Company (LLY)](/topic/$lly) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Context Therapeutics Inc. (CNTX)](/topic/$cntx) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Passage (PASG)](/topic/$pasg) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Edgewise Therapeutics, Inc. (EWTX)](/topic/$ewtx) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Tourmaline Bio, Inc. (TRML)](/topic/$trml) [Akropolis (AKRO)](/topic/$akro) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Marblex (MBX)](/topic/$mbx) [Adlai Nortye Ltd (ANL)](/topic/$anl) [Prometheus Biosciences, Inc. (RXDX)](/topic/$rxdx) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [TScan Therapeutics, Inc.  (TCRX)](/topic/$tcrx) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) [Third Harmonic Bio, Inc. (THRD)](/topic/$thrd) [AstraZeneca PLC (AZN)](/topic/$azn) [Johnson & Johnson (JNJ)](/topic/$jnj) [OnKure Therapeutics, Inc. (OKUR)](/topic/$okur) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [PepGen Inc. (PEPG)](/topic/$pepg) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Looking back at an old catalysts list from Piper (Q4 2022). Interesting how it panned out. Some mixed fortunes. $rxdx $goss $mdgl $cinc $dsgn $alt $vrna $prax $imux $lumo"  
[X Link](https://x.com/seedy19tron/status/1875232778360660004)  2025-01-03T17:28Z 13.9K followers, [----] engagements


"Cant really root for $drug seeing that their website has no mention of Dr Kozikowski who basically founded BMB-101. If you go through the filings pre oct [----] its just very shady behind the scenes as the company was days from insolvency. $Lbph buyout basically saved them. CEO actions are also very dodgey seems to have his priorities wrong. Moved his tax residence to Dubai (nothing wrong with that but pooled together with other things) drawing down a significant salary when most of the heavy lifting was being done by Dr Kozikowski and the company was weeks from insolvency. We need more Dr"  
[X Link](https://x.com/seedy19tron/status/1940202022835294230)  2025-07-02T00:13Z 14.1K followers, [----] engagements


"Opaleye Management Q225 13F Recap: (1/2) New: $ALMS $ELEV $SRPT $VIGL $RVMD Increased: $ANIK $CDXS $CGON $DERM $ETON $EWTX $IRON $LRMR $OCUP $RZLT $SNWV $STOK $XOMA $ZYME Unchanged: $ADGM $CRGX $EPIX $GOSS $IBIO $KPTI $OCUL $PTGX $TGTX"  
[X Link](https://x.com/seedy19tron/status/1956795796021498200)  2025-08-16T19:10Z 13.5K followers, [----] engagements


"Tang Q225 13F Recap: (4/7) Unchanged: $IONS $IOVA $IPSC $JAZZ $KALV $KOD $KURA $KZR $LAB $LEGN $LIFE $MGNX $MIRM $MLYS $MRNA $NBIX $NKTX $NMRA $NUVB $NUVL $NVAX $OABI $PASG $PBYI $PCVX $PLRX $RCKT $SLNO $SNDX $STOK $SWTX $TARS $TCRX $TDOC $TECX"  
[X Link](https://x.com/seedy19tron/status/1956803833905946668)  2025-08-16T19:42Z 14.1K followers, [----] engagements


"Tang Q225 13F Recap: (5/7) Unchanged: $TGTX $THRD $VNDA $VSTM $VTYX $ZYME Decreased: $ALL $AMZN $ANAB $AXP $AZN $BRK $CLX $CMPS $CVX $DIS $DTIL $DVAX $FDX $GE $GEV $HD $HPE $HRL $HRTX $INTC $JNJ $JPM $KO $LQDA $MCD $META $MSFT $NKE $OKUR"  
[X Link](https://x.com/seedy19tron/status/1956803835839586383)  2025-08-16T19:42Z 14.1K followers, [----] engagements


"$nktr response in the motion"  
[X Link](https://x.com/seedy19tron/status/1970858232177733911)  2025-09-24T14:29Z 13.8K followers, 14K engagements


"$inbx call it DEATH RECEPTOR FOR A REASONstart of things unraveling following the new slides for their presentation at a conference today. What we see is liver tox likely no OS benefit still no PFS curves. The thesis of this being approved in earlier lines is a no bueno imo. I mean the new data we have today is the [--] liver related deaths from their phase [--]. Id say even in CS despite the survival being terrible I wouldnt really be confident it gets approved. Definitely no chance in earlier stage CS and ES. At a $1B valuation what are we even doing Note how the awful unreliable mgmt also trying"  
[X Link](https://x.com/seedy19tron/status/1986400643905466779)  2025-11-06T11:49Z 14.1K followers, 17.7K engagements


"New: $agio $cogt $celc $nxtc $tern $rytm Increased: $abvx $slno $capr (s) (undisclosed) Unchanged: $cmps $crbp $inbx (s) $avtx $ovid $dawn $pali Decreased: $nktr Closed: $avxl (s) $prax $cdtx $qure Awesome week since the last update. $xbi continues to outperform. $cdtx was a HUGE win and its not even the highlight over the last week. I got time with some of my friends and folk I look upto in biotech. Starting with $abvx they said on Tuesday in a 1:1 that they think in UC alone they can do $4b peak sales. Possibly even higher. EMA filing after Q2 maint data. My takeaway from that session was"  
[X Link](https://x.com/seedy19tron/status/1991559724630962547)  2025-11-20T17:30Z 13.8K followers, 35.7K engagements


"Back on my desk and ready for the news flow on JPM day [--] (albeit for [--] day before leg [--] of the vacation eastwards this time) One of the good stories so far and thus a new long idea: $dawn One big lesson Ive learned over the years is when an onco company smashes its earnings and launch trajectory continues to grow you close your eyes and buy. Because eventually BP will for a high premium. While everyone was worried about launch trajectory it seems like the narrative is shifting . FY $155.4M and the $52.8m Q4 (Consensus btw was $43m ) Trading at: 2x ev/2026 sales is super low for a monopoly"  
[X Link](https://x.com/seedy19tron/status/2010679373007855717)  2026-01-12T11:44Z 11.3K followers, 20.9K engagements


"Good time to bring this data from WF up $slno which is on track for the below also dont forget holiday periods with Thanksgiving and Christmas meant lesser start forms but that will pick up again in Q1. 100% of our rare disease drugs that became blockbusters in [--] years also hit $250MM by Q8 and $300MM by Q10. For cases like Reblozyl which achieved $100MM by Q6 but missed $200MM by Q7 we think checking for both of these milestones is critical. Overall $100MM/Q by Q6 only offers an 86% chance that a rare disease drug will become a blockbuster drug within [--] years however achieving $100MM/Q by Q6"  
[X Link](https://x.com/seedy19tron/status/2010688582671835319)  2026-01-12T12:21Z 11.3K followers, [----] engagements


"$slno is so frustrating to watch but not giving up on it. Ill keep adding I get start forms are lower and [--] yr is when the dcs start to ramp up. But theyve met every bar thats been set each time despite all the hurdles no debt no competition the story is far from over"  
[X Link](https://x.com/seedy19tron/status/2010736605221539933)  2026-01-12T15:32Z 11.3K followers, [----] engagements


"Reminder to self listen to self and stop selling when you dont have to. $rapt from $5.6 to $58 within a year. Courtesy $gsk After a quiet JPM M&A is BACK hopefully more through the week. $xbi Oh and apparently $azn in for $abvx * * La Lettre again BUT there are some laws in France / Europe which I think have been triggered with an actual bid from December being mentioned so we are hours/ days from whos telling us the truth. $rapt looks better than oma its tightly held and lets not forget huge market. Could rip hard today. $rapt looks better than oma its tightly held and lets not forget huge"  
[X Link](https://x.com/seedy19tron/status/2013515507119411594)  2026-01-20T07:34Z 11.3K followers, 28.3K engagements


"Short $apge $CRVS and long $nktr is the logical trade here. And I like logic soooo"  
[X Link](https://x.com/seedy19tron/status/2014736139416986106)  2026-01-23T16:25Z 11.3K followers, [----] engagements


"@AlexandrG1980 Say that to the $kymr and $wve folk"  
[X Link](https://x.com/seedy19tron/status/2015070792904544377)  2026-01-24T14:34Z 14.1K followers, [---] engagements


"@semodough I respect your opinion a lot and you know it I just have high conviction on this one. Remember $arvn post ph1 $janx not so long ago So many examples weve been here before. but anyways like I said only respect for a stalwart"  
[X Link](https://x.com/seedy19tron/status/2015084719214367024)  2026-01-24T15:30Z 13.8K followers, 10.3K engagements


"@MysteriousMole1 @semodough $janx ph1 we had sell side putting up $200 targets. Very well knowing the fundamental concerns with tces. Today its closer to $0 than $200"  
[X Link](https://x.com/seedy19tron/status/2015130358681944524)  2026-01-24T18:31Z 13.6K followers, [---] engagements


"at the therapeutic 200mg dose trough occupancy is 80/90% the drug maintains near total blockade the entire time. If you are 90% inhibited at the trough you are functionally mimicking the genetic defect around the clock On the not a birth defect comment thats irrelevant 🙏chemically inducing a functional ITK knockout in an adult for years creates the same surveillance gap. if you shut down Tcell vigilance for [--] hours a day (which 90% occupancy does. right ) the virus escapes So look even if youre right and the drug did wash out enough to be safe it would wash out enough to let Th2/Th17"  
[X Link](https://x.com/seedy19tron/status/2015913046724481110)  2026-01-26T22:21Z 11.3K followers, [----] engagements


"weekly commentary hedge fund returns update new multi bagger long idea big no show news re Miami conferences Back to the old format since not many moves made this past week. $crvs -20% and $apge -15% on the shorts saving the week for me since everything else has been weak. Its been tough. $Lqda probably only other shining light. Puts for feb still jacked market still expecting legal news imminently. I did cover $apge today to free up some margin. $crvs think itll settle high teens not sure what the next catalyst that drives the stock up is esp now momentum and hype has died. I had a bad time"  
[X Link](https://x.com/seedy19tron/status/2017311204168102239)  2026-01-30T18:57Z 13.2K followers, [----] engagements


"@MstrStealYaGirl Would rather buy $abvx"  
[X Link](https://x.com/seedy19tron/status/2017316317204734018)  2026-01-30T19:17Z 12.9K followers, [----] engagements


"@FWCStocks Im not short $goss i lean short but cant get the conviction"  
[X Link](https://x.com/seedy19tron/status/2017320076043587692)  2026-01-30T19:32Z 14.1K followers, [----] engagements


"@zethedeuce I wasnt idk why you keep saying that. If you read my tweets I was taking a break from short selling after $kymr"  
[X Link](https://x.com/seedy19tron/status/2017604887433953726)  2026-01-31T14:24Z 14.1K followers, [---] engagements


"@biot_notes @nkt0509 @Sanctuary_Bio Check faers"  
[X Link](https://x.com/seedy19tron/status/2019200322699427844)  2026-02-05T00:04Z 13.9K followers, [----] engagements


"BVF Q225 13F Recap: (1/2) New: $CBIO $IMCR $RAPT Increased: $FDMT $PTGX $TCRX $VSTM Unchanged: $ACIU $ANNX $AXSM $CELC $CGEM $ELDN $ENGNW $EPIX $FHTX $GHRS $GLUE $GPCR $IKNA $IONS $IVA $KURA $KYMR $MIRM $MLTX $MOLN $NLS $OLMA"  
[X Link](https://x.com/seedy19tron/status/1956780684569112854)  2025-08-16T18:10Z 14.2K followers, [----] engagements


"Say what you want but these guys have been proactive after the wake up call. Near term overhang shifted. Continue to be long $srpt https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-refinancing-approximately-700 https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-refinancing-approximately-700"  
[X Link](https://x.com/anyuser/status/1958486146297606241)  2025-08-21T11:07Z 14.2K followers, 12.5K engagements


"Cant believe Im saying this again not long enough $nktr biggg time deepening of responses. Will explain later why good for AA too"  
[X Link](https://x.com/seedy19tron/status/1968660072252199045)  2025-09-18T12:55Z 14.2K followers, 12.4K engagements


"In an interesting development $lly $nktr and $abvx all in Paris this week. Maybe at EADV some breakthrough was reached thus the withdrawal the counterclaims. I have a very kind X user tracking flights and $lly plane landed in paris Thursday. He will be launching his platform very soon so we can all do it for a small subscription. Gulfstream G500 operated by Eli Lilly and Company [--] am Thursday landed at LFPB Paris-Le Bourget Airport (Paris Ile-de-France FR). We track [--] Eli Lily planes. Only [--] other trip to France for all of them 👉 Strasbourg never Paris. Basically unlike $pfe $lly almost"  
[X Link](https://x.com/seedy19tron/status/1969350501746524210)  2025-09-20T10:38Z 14.2K followers, 29.9K engagements


"3 mins till AH trading closes and Ive been trying to get my hands on as many $pepg shares as possible. Data is stellar and good data runs for days and weeks"  
[X Link](https://x.com/seedy19tron/status/1971001206668742900)  2025-09-24T23:58Z 14.2K followers, 32.3K engagements


"What an incredible morning. First time in a while felt like everyone I speak to was up when the European markets opened. Ive also barely slept trying to get through legal documents over the weekend but before I get into that Ive longed $zura [----] and $avtx [-----] on the back of $mltx fail. $zura its was going to be my @pawcio2009 pick for [----]. If its under [--] it probably will still be my pick. It was exactly [--] months ago I started buying $abvx and if $zura works this time next year it could be a multibagger. $nvs baff we obv saw a clear benefit over pbo. IL17 does something clearly. Obviously"  
[X Link](https://x.com/seedy19tron/status/1972671285780963708)  2025-09-29T14:34Z 14.2K followers, 40K engagements


"Dirk getting dunked on by @GMHikaru was not on my bingo card. @RNAiAnalyst I guess we're conveniently forgetting about this thing called selling puts. @RNAiAnalyst I guess we're conveniently forgetting about this thing called selling puts"  
[X Link](https://x.com/anyuser/status/1974174773656825876)  2025-10-03T18:08Z 14.2K followers, 24.3K engagements


"Cooking $slno"  
[X Link](https://x.com/seedy19tron/status/1978526336365810034)  2025-10-15T18:20Z 14.2K followers, 31.4K engagements


"Dont mess with $mrk pow pow pow $rvmd Okay so $abbv now that youve lost the bidding war where does the $20B go"  
[X Link](https://x.com/seedy19tron/status/2009365731419336728)  2026-01-08T20:44Z 14.2K followers, 13.4K engagements


"$CRVS with a pre pre announcement + pre announcement + [--] am PT CC"  
[X Link](https://x.com/seedy19tron/status/2012310472981442589)  2026-01-16T23:46Z 14.2K followers, 13.7K engagements


"@pmill145 @Oligo_bio Which is why i said finally time to short"  
[X Link](https://x.com/seedy19tron/status/2015108355908333820)  2026-01-24T17:04Z 14.2K followers, [---] engagements


"@pmill145 @Oligo_bio lol $CNTX was a typo but well run with it"  
[X Link](https://x.com/seedy19tron/status/2015109791803150842)  2026-01-24T17:09Z 14.2K followers, [----] engagements


"$crvs Caught up with mgmt following a short report on X Feels like Ive gone from a BioX darling to BioX villain BUT to have a mgmt of a $2.5B co and Jefferies acknowledge your work. all Ill say is feels like things have a long way Anyways my next words on this have to be incredibly airtight due to the scrutiny so please give me some time. Ill just say stock prices reflect risk adjusted value and risks are always multifold. Just ask yourself does n=12 data and layers of risks (including simply the timeline risk) justify the $2b++ val $CRVS Seven Clarifications on SQL/ ITK in AD Against a"  
[X Link](https://x.com/seedy19tron/status/2016045438441558352)  2026-01-27T07:07Z 14.2K followers, 40.4K engagements


"@asim2804 @DrWajidAli18 No"  
[X Link](https://x.com/seedy19tron/status/2021351394205393158)  2026-02-10T22:31Z 14.2K followers, [----] engagements


"(Corrected*) $abvx offering priced at $64 $650m (upsized) 10.2m shares Recent great data being rewarded comp: $IMGN offering $12.5 - [--] mon $31.2 +150% $RXDX offering $110 - [--] mon $200 +81%"  
[X Link](https://x.com/seedy19tron/status/1948366789957611995)  2025-07-24T12:56Z 14.2K followers, 34.5K 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 14.2K followers, [----] engagements


"$slno pre announcement of earnings as expected Soleno Therapeutics to Report Third Quarter [----] Financial Results on November [--] [----] at 4:30 PM ET Guggenheim scenarios below: I think on a miss $55 (very unlikely) 60-70m : $75-80 70m+: $80-100"  
[X Link](https://x.com/seedy19tron/status/1980642417285165451)  2025-10-21T14:28Z 14.2K followers, 37.4K engagements


"Since OX40 was earmarked as the main competitor for post Dupi 2L AtD treatment $sny news today further boosts the $nktr case. Rezpeg as the goto 2L option amlitelimab did not achieve statistical significance for the co-primary endpoints as assessed for the EU and EU reference countries $nktr s been beaten down but hopefully the ship turns back around from here. I dont see why not. https://twitter.com/i/web/status/2014590931287076932 https://twitter.com/i/web/status/2014590931287076932"  
[X Link](https://x.com/seedy19tron/status/2014590931287076932)  2026-01-23T06:48Z 14.2K followers, 31.9K engagements


"To all generalists time for part [--] of the biotech outperformance train series and the first one of [----]. I personally think there is an incredible opportunity still in our sector but youre gonna have to be slight more selective. Before I dive into that lets start off with returns since this series started : 07/28/25 $spy 8.5% $qqq 9.75% $iwm 19% $xbi 49% $bbc 95.7% Looking back wow weve been on an incredible run. But is the run over Do we need to step back here Personally I dont think so. I think whilst we may have some pull backs history and broader market conditions seem to suggest that the"  
[X Link](https://x.com/seedy19tron/status/2015688477984145424)  2026-01-26T07:29Z 14.2K followers, 19.8K engagements


"Running it back - [----] YE Specialist Biotech Fund performance dropping soon . stay tuned gonna be 🌶 A few missing funds added and some minor amendments https://t.co/fNk32hf7nw A few missing funds added and some minor amendments https://t.co/fNk32hf7nw"  
[X Link](https://x.com/seedy19tron/status/2016205729577697512)  2026-01-27T17:44Z 14.2K followers, 30.5K engagements


"BLOCKBUSTER drug no actually in fact BLOCKBUSTER SHORT It is finally time to short $crvs The market is pricing Soquelitinib as this de risked blockbuster. In reality though and Ill go into detail below it is a commercially OBSOLETE asset with engineered/cherry picked data and a fragile safety window that is a ticking time bomb. First its funny that were so price sensitive (stock goes up so that means all of a sudden everything is okay). No one is talking about the engineered enrollment anymore. The bull case relies on the 75% EASI [--] numbers seen in Cohort [--]. But if you look deeper this"  
[X Link](https://x.com/seedy19tron/status/2015077986215600202)  2026-01-24T15:03Z 14.2K followers, 86.6K engagements


"This $nktr data exceeds expectations. Im not back on my desk yet so full review may have to wait but the at an initial glance they should definitely be able to raise on this and the valuation should fall in line with its peers $apge $kymr $crvs $NKTR 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively Meaningful improvement in responses observed across key efficacy endpoints at week [--] with both monthly and $NKTR 71% and 83% of patients maintained EASI-75 responses and 85% and 63%"  
[X Link](https://x.com/seedy19tron/status/2021194759457653153)  2026-02-10T12:09Z 14.2K followers, 44.9K engagements


"$nktr +80% $crvs -25% Since below threadalthough I hate to compare both assets have their place in the landscape. I had to post solely because of the backlash I got at the time for being long $nktr and short $crvs . Anyways post data $nktr was a gift.starting to feel like [----] all over again Oh and $abvx albeit on low volume is doing that thing again 🤔 BLOCKBUSTER drug no actually in fact BLOCKBUSTER SHORT It is finally time to short $crvs The market is pricing Soquelitinib as this de risked blockbuster. In reality though and Ill go into detail below it is a commercially OBSOLETE asset with"  
[X Link](https://x.com/seedy19tron/status/2021916008605176029)  2026-02-12T11:55Z 14.2K followers, 27.9K engagements


"@laxofwallstreet Going to go back in once I have some more cash free up"  
[X Link](https://x.com/seedy19tron/status/2022410976881185207)  2026-02-13T20:42Z 14.2K followers, [---] 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 14.2K followers, [----] engagements


"@a_a_free Add $MRUS to this list Bezgodddddd"  
[X Link](https://x.com/seedy19tron/status/1972642582477025616)  2025-09-29T12:40Z 14.2K followers, [----] engagements


"@a_a_free If you want some M&A in your port then just mimic Avoro $bpmc $etnb $trml $mrus $akro ALL held prior to takeout and that is just since summer lol"  
[X Link](https://x.com/seedy19tron/status/1976242631316471948)  2025-10-09T11:05Z 14.2K followers, [---] engagements


"Can we talk about Avoro bezgod 🎯"  
[X Link](https://x.com/seedy19tron/status/1982502847326695659)  2025-10-26T17:41Z 14.2K followers, 10.9K engagements


"Your math is correct $slno on track to be a blockbuster rare dx launch by all rare dx launch tracking metrics the problem is market thinks that $slno will be an anomaly and sales will fizzle out due to start forms fading and DCs rising. All numbers past and present indicate this is insanely underpriced. https://twitter.com/i/web/status/2015399835319623903 https://twitter.com/i/web/status/2015399835319623903"  
[X Link](https://x.com/seedy19tron/status/2015399835319623903)  2026-01-25T12:22Z 14.2K followers, [----] engagements


"@StockManiac17 Look at $slgl"  
[X Link](https://x.com/seedy19tron/status/2017317902760792177)  2026-01-30T19:24Z 14.2K followers, [----] engagements


"$bpmc $etnb $trml $mrus $akro AND $rna in a [--] MONTH SPAN. Just gotta size up $slno and chill"  
[X Link](https://x.com/seedy19tron/status/1982522804768739580)  2025-10-26T19:00Z 14.2K followers, [----] engagements


"Wow $slno with a beat on consensus AGAIN $92m vs $82m for Q4 this is blockbuster launch trajectory and you all still not convinced. (Beat consensus every Q since launch btw) Dc in line with exp and historical data. Right side of history again thanks https://investors.soleno.life/news-releases/news-release-details/soleno-therapeutics-announces-select-preliminary-fourth-quarter https://investors.soleno.life/news-releases/news-release-details/soleno-therapeutics-announces-select-preliminary-fourth-quarter"  
[X Link](https://x.com/seedy19tron/status/2010685043136508089)  2026-01-12T12:07Z 14.2K followers, 43.6K engagements


"The Weekly IS BACK New: $ptn $dawn $asnd $lqda $rytm $cntx $pasg Increased: $slno Unchanged: $abvx $nxtc $nktr Decreased: $cogt $ovid Closed: $pali $ibio First weekly of the year a little bit ahead of schedule even though Im still on holiday. Hard to keep away and with not much on the news end re JPM had a little bit more time than I thought in terms of wrapping up admin duties related to posting updates on here for all of you. [----] was the best year of my life in terms of my investing career also opened up so many new doors and opportunities through the network and connections that were"  
[X Link](https://x.com/seedy19tron/status/2011603236453519769)  2026-01-15T00:56Z 14.2K followers, 20.4K engagements


"@SSampson60391 I prayed for $abvx buyout $slno turnaround and $ovid double digits amongst a few other market related prayers"  
[X Link](https://x.com/seedy19tron/status/2014308174996681087)  2026-01-22T12:04Z 14.2K followers, [----] engagements


"@btcbabey I am long $tern now yes at an average price of $35.04"  
[X Link](https://x.com/seedy19tron/status/2017324152202363280)  2026-01-30T19:48Z 14.2K followers, [----] engagements


"$nktr scenarios by Jefferies Range is $4 to $120"  
[X Link](https://x.com/anyuser/status/1933584921508876349)  2025-06-13T17:59Z 14.2K followers, 112.3K engagements


"I can retire now $abvx"  
[X Link](https://x.com/anyuser/status/1947750993178832978)  2025-07-22T20:09Z 14.2K followers, 85K engagements


"Victory lap (sorry) On a bit of a generational run. A combination of a lot of luck and incredible people to bump ideas with. All of the ideas Ive posted on X (for free) and will continue to do so. $urgn [--] to [--] $nktr [--] to 23* $cdtx [--] to [--] $rare / $mreo short w/ naked 40c sells $abvx [--] to 70* $celc [--] to [--] Ive used options mostly as a defensive tool to manage risk (bar the $rare and $crdf shorts) and its taken me a few years and a blow up from [--] figs to improve my ability to handle size. This could be as good as it gets although I hope its just the beginning of something even more special."  
[X Link](https://x.com/anyuser/status/1950355106823655477)  2025-07-30T00:37Z 14.2K followers, 196.5K engagements


"Also I missed this $mrk writes off their IL2 drug from the $pand purchase. This means only ONE IL-2 drug left and it WORKS $nktr https://www.fiercebiotech.com/biotech/merck-axes-midstage-asset-19b-pandion-buyout-due-lack-clinical-benefit https://www.fiercebiotech.com/biotech/merck-axes-midstage-asset-19b-pandion-buyout-due-lack-clinical-benefit"  
[X Link](https://x.com/seedy19tron/status/1952326198798798976)  2025-08-04T11:10Z 14.2K followers, 33.5K engagements


"long idea 🚨 - will add in size tomorrow. $sndx This launch is sooo solid AML launch comp table below (excuse my presentation skills) [--] full quarters in better than any other AML launch. Also note its the ONLY (and 1st) Menin Inhibitor for the treatment of relapsed or refractory (R/R) acute leukemia with a KMT2A Translocation $517m in cash losing about $70 a quarter but that should come down as this Revu launch progresses. Potential NPM1 label expansion by Oct 25th too And axatilimab collab revenue rising I expect a clean path to profitability and the stock should be on a steady path upward"  
[X Link](https://x.com/anyuser/status/1952526755769483746)  2025-08-05T00:27Z 14.2K followers, 59.9K engagements


"Just wrapped up the Q2 filings. $xbi Considering how the past [--] months have gone it was hard to motivate myself to get through them all voice telling me do I really need to do this anymore but important to not lose track of why were here today and where it all started. Making them X search friendly is the most time consuming part as you have to keep it within the character limit whilst not losing the user friendly format. Anyways hope this helps folks as much as its helped me over the years. I hope I didnt miss your favourite Biotech focused fund. (Do message if I have will add to next Q"  
[X Link](https://x.com/anyuser/status/1956811557188538667)  2025-08-16T20:13Z 14.2K followers, 17.3K engagements


"Caligan: Ill finish off for the day with Caligan from the data that I have they were the best performers in 1H [--]. But what stands out is that theyve been consistently good. Solid numbers in [----] and [----] Theyre also in the camp that $abvx goes much higher from here"  
[X Link](https://x.com/anyuser/status/1957650239046705283)  2025-08-19T03:46Z 14.2K followers, 41.7K engagements


"Specialist Biotech Funds Table (amended)* I had accidentally left out Ally Bridge and Saturn V from the original table. Today's format will be slightly different feel like going fund by fund in order is kind of boring. But I am happy to elaborate on any that you guys want more information on just leave a comment below. Caligan: Ill finish off for the day with Caligan from the data that I have they were the best performers in 1H [--]. But what stands out is that theyve been consistently good. Solid numbers in [----] and [----] Theyre also in the camp that $abvx goes much higher from here. Caligan:"  
[X Link](https://x.com/anyuser/status/1957923138173559256)  2025-08-19T21:50Z 14.2K followers, 41K engagements


"$abvx ATH is still not expensive at all far from it and I know I sound like some pumpy furu but the numbers dont lie. See from my perspective Im up like 9x on a position and Im not even remotely tempted to sell. Surely has to be a reason right Okay $140 is under $10B EV Assuming 4x peak for just UC alone. $2.5B x [--] . Now factor in RA revival and CD potential. 4-6x peak sale is fair for M&A comps in the space. So this could go for silly money but $12B Even for those who added $abvx AFTER data and here in the 70s it still could be folks best performing position in the next [--] months"  
[X Link](https://x.com/anyuser/status/1960359319397892401)  2025-08-26T15:10Z 14.2K followers, 32.4K engagements


"To all generalists (and BioX folk) part [--] (see linked tweets) of the biotech outperformance train series. I expect it to be a multi part series (basically me reminding you that youre not long enough our sector) with [--] months (minimum) of outperformance coming up. Reasons are as follows: [--]. rates / yields [--]. M&A ramp up (data supportive of this) [--]. Tech / AI growth plateau [--]. Being an undervalued sector [--]. Evolving and growing BioX community (including FREE alpha) Now Id like to think I have some teeny weenie credibility. Since my initial call 07/28: $qqq 1.39% $spy 1.62% $iwm 6.09% $bbc"  
[X Link](https://x.com/seedy19tron/status/1964327325195002197)  2025-09-06T13:58Z 14.2K followers, 116.4K engagements


"Bezgod adding to $TRML position last quarter and Avoro being the largest shareholders. Avoro: They boast one of the best track records with M&A. $bpmc a position they were adding got bought out yet that month wasnt their best of the year. Probably went for another buyout with $akro buying it in the open market (their only add btw) despite owning $etnb but this Avoro: They boast one of the best track records with M&A. $bpmc a position they were adding got bought out yet that month wasnt their best of the year. Probably went for another buyout with $akro buying it in the open market (their only"  
[X Link](https://x.com/seedy19tron/status/1965588654358958226)  2025-09-10T01:30Z 14.2K followers, [----] engagements


"Market sleeping on Ulixacaltamide and its potential in ET even most sellside notes barely mention it. Significant upside not being priced in $prax"  
[X Link](https://x.com/anyuser/status/1970563198404436124)  2025-09-23T18:57Z 14.2K followers, 22.6K engagements


"My $nktr settlement scenarios. Settlement should: - solve the ph3 funding problem - cleaner story for potential acquirer - mgmt stronger position for partnership/ deal talks - higher floor - readthrough that Rezpeg is here to stay and $lly were wrong (which we already know but some folk still dont agree) - no more legal burden - lower cash burn"  
[X Link](https://x.com/anyuser/status/1972700945474527507)  2025-09-29T16:32Z 14.2K followers, 101.2K engagements


"Earlier I mentioned $lly $nktr internal documents and emails If anyone wants to check - Exs. 15-18 [--] 44-45 [--] in trial brief references - Depositions (Kotzin Do Franke Zalevsky on data concerns) - JSC minutes (Ex [--] in Moorman Decl) Findings are as follows: - $lly purposely delayed ph2 for rezpeg in AtD. remember POC est in Sept '21 (ph1) and there was an agreement to start in Q1 [----]. Now we know from the internal emails $lly schemed to "take it off later" and "hide the timelines" so $nktr "had no clue." - Internal docs also show they kept $nktr "in the dark" and celebrated delays - Also"  
[X Link](https://x.com/anyuser/status/1972741882766565603)  2025-09-29T19:14Z 14.2K followers, 124.4K engagements


"This is why we play this game. DMs flooded with similar messages. And that will never change"  
[X Link](https://x.com/anyuser/status/1974094251375145189)  2025-10-03T12:48Z 14.2K followers, [----] engagements


"Surreal 3k+ listened in Its nice to be able to give back. Ive genuinely loved the connections and friendships Ive built with individuals through this platform. @A_May_MD thank you for sharing your time and wisdom. ICYMI you can listen to the recordings below. Part [--] Part [--] https://x.com/seedy19tron/status/1975307023333138822s=46&t=ofUZxVbruNKQb658DctkXw https://x.com/seedy19tron/status/1975297432356573373s=46&t=ofUZxVbruNKQb658DctkXw https://x.com/seedy19tron/status/1975307023333138822s=46&t=ofUZxVbruNKQb658DctkXw"  
[X Link](https://x.com/anyuser/status/1975330824309387274)  2025-10-06T22:42Z 14.2K followers, 41.6K engagements


"To all generalists time for part [--] of the biotech outperformance train series. Hope you followed the lessons from part [--]. We have had some minor bruises last few days but you should see the other guys 👀. So lets start off with returns since this series started : 07/28 $spy 2.88% $qqq 4.13% $iwm 8.13% $xbi 18.88% $bbc 29.42% The delta has only grown through parts [---] and [--] and the gap should continue to widen. Oil prices/ inflation expected to come down. (Things like crypto bros getting liquidated and Iran oil sanctions possibly ease the inflation burden). More rate cuts expected. M&A as Ive"  
[X Link](https://x.com/seedy19tron/status/1978099760218230794)  2025-10-14T14:05Z 14.2K followers, 37.3K engagements


"$nktr There were fears that the cash burn at trial plus a possible negative outcome could weigh on stock price. I personally believe that the trial overhang has been a net negative for $nktr and it seems to finally be edging closer to going away. Itll be a long note but I will try to cover everything following this note after hours today: The Court is concerned that a jury trial may not be sustainable in current circumstances. Consequently to conserve jury and judicial resources and reduce the parties' expenditures the pretrial conference set for October [--] [----] and the jury trial set for"  
[X Link](https://x.com/anyuser/status/1978228437635473542)  2025-10-14T22:36Z 14.2K followers, 33.5K engagements


"The Weekly Longs $abvx $nktr $cdtx $slno $qure $pali $avtx $zura $ovid Shorts $avxl $tvrd Just want to let everyone know. We are still in a bull market. These hiccups are expected but $xbi way more to go so dont be a panican todays the day to be buying not selling. Today if this premarket action lasts through into open Im buying $nktr and $cdtx $abvx - we came close to a triple figure number but will get there eventually. Logic says wait till maint data from a buyers perspective. But one of those things it where it can be taken out any day. Only takes one to say BP that we going for $abvx now"  
[X Link](https://x.com/seedy19tron/status/1979145092599251347)  2025-10-17T11:18Z 14.2K followers, 20.5K engagements


"$slno is the most asymmetrical setup on my watch list right now. Youve got a drug thats going through a monster launch no competition in sight SP spooked by a bear thesis that has been proven to be wrong by multiple stakeholders. Earnings are just days away and if you zoom out to a wider lines it could 2-2.5x from here. $SLNO Per data through 10/17 [---] Symphony TRx's were reported during Q3 (+217% Q/Q). Should be noted which likely under-represents actuals @seedy19tron @MBbiotech $SLNO Per data through 10/17 [---] Symphony TRx's were reported during Q3 (+217% Q/Q). Should be noted which likely"  
[X Link](https://x.com/anyuser/status/1980303350739439633)  2025-10-20T16:01Z 14.2K followers, 36.7K engagements


"Great piece on M&A by Leerink. We know that [----] whilst we had a relatively large number of transactions the net value of those deals was the lowest since [----]. As a result [----] has seen much larger deals in terms of value but still an incredible amount of firepower still on the sidelines. As $abvx (post ph3) approaches [--] months since Obe UC data appropriate time to remind everyone $lly x $morf in [----] ($3.2bn Phase 2b ongoing) $rhhby/Telavant in [----] ($7.1bn Phase [--] ready) $mrk / $rxdx in [----] ($10.8bn Phase [--] ready) and $pfe / $arna in [----] ($6.7bn Phase [--] ongoing). As $xbi continues to"  
[X Link](https://x.com/anyuser/status/1980541552976924689)  2025-10-21T07:47Z 14.2K followers, 18.5K engagements


"The Weekly: New: $prax $ctmx $vtyx $inbx (s) $repl Increased: $abvx $slno $qure $avtx $avxl (s) Unchanged: $pali $zura $ovid Decreased: $nktr * $cdtx Closed: $trvd (s) $arct $rapt binary catalyst streak that started in May ended by a naive tea leaf call ignoring all the red flags on $acrt . Slightly different format this week (see above) as I have way too many positions than Id generally like trying to do too much and Im not very good at that as a solo operator. So lots of things on the chopping block next couple weeks. But happy to answer questions in the comments. *for the first time since"  
[X Link](https://x.com/anyuser/status/1981488879426290036)  2025-10-23T22:32Z 14.2K followers, 25.9K engagements


"$slno Thought Id sleep on it so can think with a clear mind. Firstly Laidlaw maintained $110 PT Ive attached a snippet below just so everyone can read it for themselves. Wells Fargo still think it a 1B+ drug with a $106 PT. Anyways sellside targets less important than what I want to say below. As someone that does thorough diligence I have in the past used pt anecdotes whether its Reddit online forums and Facebook groups to search for a smoking gun/ missing pieces in my thesis. Most of these groups especially on Facebook are locked and allow pts / parents/ families only. PWS community is a"  
[X Link](https://x.com/anyuser/status/1986036951690997769)  2025-11-05T11:44Z 14.2K followers, 60.3K engagements


"The Weekly: New: $cmps $crbp $rlmd Increased: $abvx $slno $prax $ovid $inbx (s) Unchanged: Decreased: $nktr $qure $celc $pali $cdtx $avtx Closed: $avxl (s) $tern* $lqda* $vtyx* $ewtx* $zura * short term trades (s) short First red week since I started writing these updates and really stings some complacency started to set in and a humbling by Mr Market right on queue. paper cuts and a stab although I know these paper cuts lay the groundwork for a slow bleed to significant losses so trying to tread carefully now. I sold more than I wouldve liked to raise cash for certain positions where I have"  
[X Link](https://x.com/anyuser/status/1986303599689785636)  2025-11-06T05:24Z 14.2K followers, 18.1K engagements


"$qure in the call just now So I can confirm that in our in our November [----]. Multidisciplinary meeting with the FDA and the written comments that we received the FDA stated that the data from the phase one two study in comparison to an external control may serve as the primary basis of a submission. They also confirmed that the composite UHDRS would be considered an acceptable intermediate clinical endpoint to support accelerated approval in. That particular meeting"  
[X Link](https://x.com/anyuser/status/1987882399791755766)  2025-11-10T13:57Z 14.2K followers, 27.3K engagements


"$qure $PRAX going vertical but not vertical enough on st catching wind on a major FDA shake up coming. Anyways you heard it here first. Hint 🧳 👋"  
[X Link](https://x.com/anyuser/status/1988286407123849228)  2025-11-11T16:43Z 14.2K followers, 43.6K engagements


"The weekly: New: $capr (s) $avxl (s) (undisclosed) Increased: $abvx $slno $prax $ovid $pali Unchanged: $cmps $crbp $inbx (s) $cdtx $qure $avtx $nktr Decreased: Closed: $rlmd $celc $huma * * short term trades (s) short Only days until the Jefferies healthcare conference. Ive been waiting for this one all year not because I enjoy healthcare conferences but get to catchup with a lot of my friends that I dont see that often as theyre across the Atlantic for most part of the year. Also what makes this year unique is that the recent run has allowed me to make connects that have helped setup time to"  
[X Link](https://x.com/anyuser/status/1988675636182020184)  2025-11-12T18:29Z 14.2K followers, 25.4K 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 14.2K followers, 59.1K engagements


"Wonder how long the queue to get in wouldve been tomorrow if $abvx were at Jefferies"  
[X Link](https://x.com/anyuser/status/1990137120938233865)  2025-11-16T19:17Z 14.2K followers, 19.6K engagements


"Saved the best for last - $SLNO: Bulletproof bull case (as promised) Just finished a deep dive on $slno alongside @augurbio @AgonInvestments @rezfszubagoly @blankspacenom Its been a tough year for $slno hovering lower than the pre-approval price. While short sellers are busy spinning "panic stories" the fundamentals tell a completely different tale. When you get a minute over the holiday period please do take some time to read through the most thorough piece yet pertaining to my second largest position and very likely my largest position in [----] Here is why the authors of this report are"  
[X Link](https://x.com/seedy19tron/status/2005330607098728654)  2025-12-28T17:30Z 14.2K followers, 64K engagements


"One stop shop for all news #JPM26 update [--] 01/11/26 (thread updated regularly) Reg update: $stok $qure Business update/ provisional earnings: $alny $dawn $kura $beam $krys $vrtx $lqda $insm $kalv $zntl $asnd $exel $mbx $rgnx $krys $idya $dcth $rytm $nams $ctmx $espr $zyme Deals: $teva x $rprx (partnership) $mdgl x $pfe (licensing agreement) Rumour mill: $rvmd x $mrk https://twitter.com/i/web/status/2010496374572503409 https://twitter.com/i/web/status/2010496374572503409"  
[X Link](https://x.com/seedy19tron/status/2010496374572503409)  2026-01-11T23:37Z 14.2K followers, 27.1K engagements


"Biotech Fund YE'24 Performance* (High to Low) (1/3) 1.Squadron 2.Dellora Investments 3.Kynam Capital 4.Calligan 5.Ikarian 6.Janus 7.Affinity 8.Velan 9.Vestal Point 10.Eversept 11.Eaglehealth 12.Averill 13.Armistice 14.ParadigmBio 15.Parkman 16.Soleus [--]. Adar1 [--]. Avoro"  
[X Link](https://x.com/anyuser/status/1890883676012966266)  2025-02-15T21:59Z 14.2K followers, 51.9K engagements


"A few missing funds added and some minor amendments"  
[X Link](https://x.com/seedy19tron/status/1890955303727870173)  2025-02-16T02:44Z 14.2K followers, 60.9K engagements


"$nktr following the additional 15% underwriter option 300m in cash 480m MC 180m EV *subject to Dapi royalty sale and LLY civil case settlement Updated state of affairs post offering $nktr Still under 200m EV Interesting that they ONLY raised 100m must be anticipating income from other sources i.e partnerships settlement - Next big readout AA Q4 - offering overhang gone Now compare it to the competitors this one https://t.co/XfssWiqj1G Updated state of affairs post offering $nktr Still under 200m EV Interesting that they ONLY raised 100m must be anticipating income from other sources i.e"  
[X Link](https://x.com/anyuser/status/1940518460158890127)  2025-07-02T21:10Z 14.2K followers, 26K engagements


"$Abvx (Long) Ph3 topline for Obe coming up. Exp early to mid Aug $abvx is also my biopickcontest pick (if it hits could be a multi bagger) and now waiting on 8-week induction data to confirm Obe as a standout oral drug"  
[X Link](https://x.com/anyuser/status/1944772844589555835)  2025-07-14T14:55Z 14.2K followers, 22.8K engagements


"*UPDATE* $lly $nktr case. Firstly $lly have changed one of their attorneys. Now this doesnt necessarily mean they had issues with her or because they were losing the case in their eyes could merely be to bring in attorneys with different expertise like settlement or for the trial depending on where they think the case is headed. Also today we saw another order that pushes the deadline for both $nktr and $lly to file joint Omnibus Sealing Motion from 07/28 to 08/18. Theyve basically come to a mutual agreement and are asking the judge to approve it. Whats the agreement about 05/19 both agreed"  
[X Link](https://x.com/anyuser/status/1947418546075799876)  2025-07-21T22:08Z 14.2K followers, 31.9K engagements


"To all generalists biotech is the place to be. As the tech rally plateaus (tbh Im assuming this idk anything about tech) there are so many crazy setups in biotech right now. You couldve bought $celc this morning at $15 having SEEN the data for a good [--] mins. Also you have stakeholders whove survived through some tumultuous times in the sector and a ton of free alpha being dished out regularly on this app. No other sector has that with this many asymmetrical opportunities and multi fold sustainable returns. $xbi"  
[X Link](https://x.com/anyuser/status/1949790031230439581)  2025-07-28T11:12Z 14.2K followers, 115.9K engagements


"Okay so quick summary $repl funny how the probability of a CRL reversal according to market magically changed in 24h. Short term price action is noise. But tbf it was up a lot yesterday 2-12 month window you get double digits and an approved drug (I believe) easy hold and easy add if ev turns neg. There was some talk that it was Pazdur not VP who pushed for a CRL. bruh where were you when $urgn happened under Pazdurs watchful eyes like a few weeks ago. this had VP written all over. $abvx $2.5B peak sale this is still SO obvious [--] handle soon I havent sold a share. Not even considering it"  
[X Link](https://x.com/anyuser/status/1950997907005415723)  2025-07-31T19:12Z 14.2K followers, 23.8K engagements


"Weekly summary (pushed it forward by a day as feel like itll be more helpful for everyone on a dip day and middle of the week from now on) $RNA 🚨 $SNDX ➕ $ABVX ➕ $NKTR 💎 $SRPT ➕ $REPL ➖ $rna have to start with Avidity Boy seems like the option flow and flight tracking was real. FT very reliable and shame I sold last week in the $37s. Deal does make sense hopefully some tea leaves on the earnings call. Im not adding not gonna chase. $sndx speaking of chasing This one has gotten away from me a little but no regrets posting here before buying. I dont have enough $sndx so I ended up selling Aug"  
[X Link](https://x.com/anyuser/status/1953137588975423783)  2025-08-06T16:54Z 14.2K followers, 32K engagements


"Weekly update with new positions $abvx $nktr $crnx $srpt $lqda $cdtx new major shorts $m** $at** Im really happy today. I look back over the past few weeks and months come a long way. Grateful $abvx ATHs every single day some were skeptical when I made the day [--] buy comment guess what Im like 10% up on those buys alone. $110 is the fair value price w/o buyout. $2.5B peak sales for UC 3x multiple $7.5B ev is = $110 (see my old post about abvx valuation). Still some way to go there. $nktr wow $sny data today see @A_May_MD post for a detailed breakdown as to why $nktr further derisked here and"  
[X Link](https://x.com/anyuser/status/1963653754558804455)  2025-09-04T17:21Z 14.2K followers, 22.6K engagements


"$nktr Just to elaborate on what @Biohazard3737 is saying. Fake news [---] Pt [--] days ago makes a post before AtD data about their AA trial. Initially super happy with Rezpeg then suddenly has some liver trouble. Picture [--] - proof of above [--] days ago Picture [--] - seemingly heavily in debt Picture [--] - just other weird shit this accounts posts Picture [--] - funny goes out makes a fresh post after $nktr 52w high saying the same thing as [--] days ago Whichever short paid this person and was under water fair play. Thanks for the dip you muppet. If you visit the page theres also posts about this account"  
[X Link](https://x.com/anyuser/status/1966169783344443637)  2025-09-11T15:59Z 14.2K followers, 72K engagements


"One step closer $nktr Court order (see attached) granting $lly to voluntarily dismiss its counterclaims in the case. This relates to the counterclaims alleging $nktr breached the [----] Joint Development Agreement (JDA) by issuing an unauthorized press release correcting the Phase 1b efficacy data to 83% and defaming $lly. As of this morning these counter claims are permanently dropped. For those trying to understand the below With prejudice" prevents $lly from refiling these specific claims in the future. This is a positive for $nktr as it removes a defensive burden. It also validates their"  
[X Link](https://x.com/anyuser/status/1969344798198022483)  2025-09-20T10:16Z 14.2K followers, 42.3K engagements


"Time for The Weekly 🌱 $abvx $nktr $cdtx $lqda $kalv $mbx $qure $pepg $slno $prax $abvx lost some stream and chatter around the name simmering down. (Good I want the quick money m&a folk to leave) I trust Garidel to do what is best for shareholders. I reiterate that for UC alone its trading at a discount. I continue to chip away. $nktr what a rollercoaster week with the positive legal updates over the weekend and the [--] handle close yesterday. I bought a ton of shares yesterday very close to a 13G. TCG BVF and Seedy neither have any intention to sell. And big shoutout to TCGx theyre the real"  
[X Link](https://x.com/anyuser/status/1971290920592212231)  2025-09-25T19:09Z 14.2K followers, 24.8K engagements


"BIG UPDATE: On Monday 6th of October AH 16:30 EST tune in to the space below. @A_May_MD and I will get together to talk about our investing journeys. Outlook on our current positions. Life outside investing and much more. Well all try to answer as many questions as possible that you may have. https://twitter.com/i/spaces/1nAKEEonAanKL https://twitter.com/i/spaces/1nAKEEonAanKL"  
[X Link](https://x.com/anyuser/status/1971620204372177074)  2025-09-26T16:57Z 14.2K followers, 64.3K engagements


"Not long enough $pali if you liked $EQ youll really like $pali cant believe it went under the radar on UC data a few days ago. Raise today alleviates the cash concerns. So I bought some. Full disclosure my average is $1.10 so know the risk but I think it could go crazy from here. We are in that type of market right now"  
[X Link](https://x.com/anyuser/status/1973388237138809084)  2025-10-01T14:03Z 14.2K followers, 39.1K engagements


"I went long $ovid under $2 and will continue to do so. I really like it for the kcc2 asset actually. Data for that is not too far. Meg the ceo was a little bit too excited on LinkedIn earlier but shes awesome. Again I wouldnt long $ovid if I didnt believe in the multifold opportunity it has. One thing Ill say though is for months both publicly and privately Ive been pushing generalists to come round to biotech because I genuinely believe in our sector and the wonderful community weve built. And then without naming anyone there seems to be this push for all these warrants in these financing"  
[X Link](https://x.com/anyuser/status/1974093929164214294)  2025-10-03T12:47Z 14.2K followers, 24.2K engagements


"$slno long idea (as promised): $slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged [--] and older. For those unfamiliar with PWS its a rare genetic disorder characterized by insatiable hunger obesity and high mortality risk from comorbidities. PWS affects 1:15000 live births (8000-12500 U.S. patients and [-----] in EU). VYKAT XR is an extended-release formulation of diazoxide choline a potassium channel activator reducing hyperphagia by modulating neuronal activity. Lets focus on the numbers that are"  
[X Link](https://x.com/anyuser/status/1974156395218907337)  2025-10-03T16:55Z 14.2K followers, 62.5K engagements


"An incredible morning. Blessed and not long enough $abvx & $pali More on these two and others later today after close. https://x.com/i/spaces/1nAKEEonAanKL https://x.com/i/spaces/1nAKEEonAanKL"  
[X Link](https://x.com/anyuser/status/1975146041344471103)  2025-10-06T10:28Z 14.2K followers, 14.6K engagements


"We might be getting to the $immu x $gild levels of silly takeout valuation for $abvx at $20B and I dont see why not $5B peak sales 4x M&A multiple Garidel make it happen. h/t @jw929204 for making that point. Guggenheimthe PT on $ABVX to $150 from $101 plus added to its Best Idea List while reiterating at a Buy rating after they attended the UEGW conference in Berlin and also hosted an investor dinner with Abivax's management team. $JNJ - $PTGX Guggenheim said in its note: The Guggenheimthe PT on $ABVX to $150 from $101 plus added to its Best Idea List while reiterating at a Buy rating after"  
[X Link](https://x.com/anyuser/status/1976595615489368450)  2025-10-10T10:28Z 14.2K followers, 23.8K engagements


"$prax I was on a flight with no internet so I made $0 today since Id sold earlier but happy to have had the vision. I know if I keep putting myself in right positions more often than that we moon. h/t @bigpharmaguy he stuck through it. One of the best year in year out. Market sleeping on Ulixacaltamide and its potential in ET even most sellside notes barely mention it. Significant upside not being priced in $prax Market sleeping on Ulixacaltamide and its potential in ET even most sellside notes barely mention it. Significant upside not being priced in $prax"  
[X Link](https://x.com/anyuser/status/1978805080741605725)  2025-10-16T12:47Z 14.2K followers, 16.2K engagements


"Damn GGs $rna longs I had my doubts. $70 is a pretty good price too. $xbi 1st of many till JPM"  
[X Link](https://x.com/anyuser/status/1982466660180070507)  2025-10-26T15:17Z 14.2K followers, 86.1K engagements


"The Weekly: New: $celc Increased: $abvx $slno $qure $cdtx $nktr $inbx (s) Unchanged: $ovid $prax $avtx $avxl (s) $pali Decreased: $zura Closed: $repl $vtyx $ctmx $mbx * $bbio * $ntla * * short term trades (s) short Probably the most excited Ive been writing The Weekly. Firstly an incredible few days things really looking up in $xbi land. This $mtsr $pfe and $nvo news this morning is WILD. And some nice beats this week on earnings. Now youll probably notice post $rna I just went really aggressive adding all consensus M&A names and today that strategy has been further boosted by the news that"  
[X Link](https://x.com/anyuser/status/1983868802849775739)  2025-10-30T12:09Z 14.2K followers, 28K engagements


"The way $abvx continues to trade this morning. will we not see them get to their next earnings call And also interesting that $pali also moving (obvious proxy trade). anyways think this will be the first Friday of many I wake up and Im feel like its the last day to buy $abvx $celc $cdtx $qure and with a nice earnings report possibly $slno soon joining that list. Like I said yesterday the best play for now is consensus M&A names. At least until Jefferies where some new ideas will emerge. OkIll bite. Whats going on with $ABVX https://t.co/opoJejGEBP OkIll bite. Whats going on with $ABVX"  
[X Link](https://x.com/anyuser/status/1984195359833260434)  2025-10-31T09:46Z 14.2K followers, 71.5K engagements


"Latest from NYT - $xbi FDA - Dr. Tidmarsh placed on administrative leave"  
[X Link](https://x.com/anyuser/status/1985090590317445346)  2025-11-02T21:04Z 14.2K followers, 49.5K engagements


"Really good interview thank you @bradloncar @BiotechTV for making it happen. $abvx The questions were awesome. - Marc said hes had interest from companies with early stage / preclinical assets for possible combo therapies but wont consider that till Q1. - Some good tidbits about where payors and physicians stand. - 60% of type of pts that respond to UC treatment respond to Crohns as well. Did try to temper expectations but really cant rule out a hit in CD which could be huge for the company. - tone of possible sale reminded me about the saying that companies are bought not sold. So tone"  
[X Link](https://x.com/anyuser/status/1985299645422014538)  2025-11-03T10:54Z 14.2K followers, 15.8K engagements


"Good morning $mrk is set to pay $cdtx investors $221.50 a share in cash implying a total transaction value of $9.2bn the people said. Two Two One Point Five. The way $abvx continues to trade this morning. will we not see them get to their next earnings call And also interesting that $pali also moving (obvious proxy trade). anyways think this will be the first Friday of many I wake up and Im feel like its the last day to buy The way $abvx continues to trade this morning. will we not see them get to their next earnings call And also interesting that $pali also moving (obvious proxy trade)."  
[X Link](https://x.com/anyuser/status/1989263118242066938)  2025-11-14T09:24Z 14.2K followers, 116.9K engagements


"The Weekly 🌱 New: $crvs (s) $apge (s) Increased: $abvx $nktr Unchanged: $nxtc $ovid $slno $cntx $pasg $dawn $asnd $lqda $rytm $ptn $cogt Decreased: Closed: (S) short $xbi outperformance continues although this time feels slightly different with all the short squeezes happening / shit cos running. If we get some M&A I think the flow could possibly return to the consensus names. Also the month of January over the past [--] years has had some big runs but things reigned in following those runs so I do expect some pullback in the second half of the quarter. Having said that I still believe"  
[X Link](https://x.com/seedy19tron/status/2014982424313335857)  2026-01-24T08:43Z 14.2K followers, 17.2K engagements


"@Gapsz3 I saw that $slno thanks for flagging"  
[X Link](https://x.com/seedy19tron/status/2015033112955060247)  2026-01-24T12:05Z 14.2K followers, [----] engagements


"weekly commentary hedge fund returns update big no show news re Miami conferences Back to the old format since not many moves made this past week. $crvs -20% and $apge -15% on the shorts saving the week for me since everything else has been weak. Its been tough. $Lqda probably only other shining light. Puts for feb still jacked market still expecting legal news imminently. I did cover $apge today to free up some margin. $crvs think itll settle high teens not sure what the next catalyst that drives the stock up is esp now momentum and hype has died. I had a bad time shorting towards the back"  
[X Link](https://x.com/seedy19tron/status/2017314659745857541)  2026-01-30T19:11Z 14.2K followers, 30.2K engagements


"Quick thoughts: $abvx safe haven 🙏 $dnth bubble bursting lupus threat now real coooooked $anl still incredibly cheap compared to $eras adding here on dips under $10 $cmps this Makary news was actually bullish market misread nice opportunity to add ahead of data Be safe its ugly out there but imho 🐂 should return soon. https://twitter.com/i/web/status/2019165038012166360 https://twitter.com/i/web/status/2019165038012166360"  
[X Link](https://x.com/seedy19tron/status/2019165038012166360)  2026-02-04T21:43Z 14.2K followers, 29.4K engagements


"Only thing in terms of price action Ive consistently gotten wrong"  
[X Link](https://x.com/seedy19tron/status/2010736752223543562)  2026-01-12T15:32Z 14.2K followers, [----] engagements


"@STvrosb $slno $capr $arct $inbx think otherwise"  
[X Link](https://x.com/seedy19tron/status/2017342479326945585)  2026-01-30T21:01Z 14.2K followers, [----] engagements


"$xbi safe haven 👍😅😅😍"  
[X Link](https://x.com/seedy19tron/status/2018098255297421803)  2026-02-01T23:04Z 14.2K followers, 21.9K engagements


"If unofficial script data is correct (vendors been pretty good in the past few months) $slno Jan pt starts double Dec numbers. Although Dec did come in very low because of the holidays"  
[X Link](https://x.com/seedy19tron/status/2018347563540189325)  2026-02-02T15:35Z 14.2K followers, 18.7K engagements


"Seedy Exclusive - [----] net returns for biotech hedge funds. Note: - for awareness purposes only - verified to the best extent data may have discrepancies as its historically been a very secretive space - list bigger and more comprehensive compared to last year - funds with much smaller AUMs included so before forming any opinions take some timeout to learn about all these names below - $xbi +35.88% 🫡 🌱 https://twitter.com/i/web/status/2018511883507236899 https://twitter.com/i/web/status/2018511883507236899"  
[X Link](https://x.com/seedy19tron/status/2018511883507236899)  2026-02-03T02:28Z 14.2K followers, 57.8K engagements


"Did we just stumble upon the winner of biopick [----] already $ANL just $140.0 Million Private Placement Equity Financing at $6.50 per share. Cormorant Columbia Threadneedle Balyasny Point72 Casdin involved. So what you have now 58.4m outstanding shares post financing. Thats a $525m market cap 7x less than $eras that is just [--] months ahead (ind cleared US trial starting soon) I looked at it post $rvmd news and I thought Chinese co could be fraud but with those names involved this is a no brainer. Happy to debate but pre clin looks like they have best in class data WOWearly but I dont see how"  
[X Link](https://x.com/seedy19tron/status/2018660254951649552)  2026-02-03T12:18Z 14.2K followers, 46.6K engagements


"Today I bid for my ancestral hometown team @MultanSultans in the @thePSLt20 a sport very dear to me. Unfortunately $90m (total over [--] years) was a step too far. Thank you to @salnaseer for the opportunity and congrats to Walee Technologies. BioX thank you for the last [--] months came soo far its been a movie. Hes out. Tears in his eyes and heartbroken but he fought. You could tell how passionate he was and how badly he wanted this team. Good luck next time https://t.co/SGBILgB69h Hes out. Tears in his eyes and heartbroken but he fought. You could tell how passionate he was and how badly he"  
[X Link](https://x.com/seedy19tron/status/2020906458259607917)  2026-02-09T17:03Z 14.2K followers, 141K engagements


"To the people of South Punjab Our story didnt end last night it only started I've been working since last night; behind the scenes. Clues in the video below. We are a fierce and resilient community and as a son of our region I promise good news. 🙏 Behind the scenes of our auction rehearsals. Everything is set for the first-ever HBL PSL Player Auction Watch it LIVE on the PSL & PCB YouTube channels. 🗓 [--] February [----] 11:30 AM #HBLPSL #NewEra https://t.co/pn9DlytooE Behind the scenes of our auction rehearsals. Everything is set for the first-ever HBL PSL Player Auction Watch it LIVE on the"  
[X Link](https://x.com/seedy19tron/status/2021328147933954227)  2026-02-10T20:59Z 14.2K followers, 217.6K engagements


"Today was fun Grateful to Nadeem Bhai and @TeamQuetta team for the opportunity to share my insights and help be a part of what looks like the team with the best auction and the most balanced team. So much depth and talent Players with high ceilings. Set up to play the best most entertaining brand of cricket Also not to forget we went in with one of the lowest purses compared to the other teams and still managed to form a formidable well rounded unit. Focus now shifts to the negotiations Nadeem Bhai referred to in his interview. The franchise shifting to the south of Punjab will be high on the"  
[X Link](https://x.com/seedy19tron/status/2021686766907142194)  2026-02-11T20:44Z 14.2K followers, 52.6K 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/seedy19tron/status/2022394844698808522)  2026-02-13T19:37Z 14.2K followers, [----] engagements


"@blankspacenom CNPV = CRLs in record time"  
[X Link](https://x.com/seedy19tron/status/2022396509824913545)  2026-02-13T19:44Z 14.2K followers, [----] engagements


"The Weekly 🌱 New: $anl $tern $cmps Increased: $abvx $nktr Unchanged: $nxtc $ovid $slno $cntx $pasg $dawn $lqda $rytm Decreased: Closed: $crvs (s) $apge (s) $asnd $ptn $cogt Feels like forever since the last weekly but nice to get back to work. The past week felt like a movie but important to not get distracted. Long weekend ahead with markets being closed on Monday so will use this time to get back up to speed and work on a few new ideas. $iron CRL ngl was a surprise but Im glad I passed on it even though there were rumours that approval was a foregone conclusion. $goss and $ocul should be"  
[X Link](https://x.com/seedy19tron/status/2022408965443768541)  2026-02-13T20:34Z 14.2K followers, [----] engagements


"@___MrN0b0dy___ I just have sooo much exposure to $abvx that $pali having to sit it out for now"  
[X Link](https://x.com/seedy19tron/status/2022415803862389082)  2026-02-13T21:01Z 14.2K followers, [----] engagements

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