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# ![@semodough Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3426014292.png) @semodough dough

Several biotech companies have recently made significant announcements, including Roivant Sciences ($ROIV) with positive Phase X study results for brepocitinib in dermatomyositis. Argenx ($ARGX) also reported strong sales of its Vyvgart treatment, with a $X billion run rate. Additionally, Soleno Therapeutics ($SLNO) saw its shares trade up after a failed trial from a competitor, Acadia Pharmaceuticals ($ACAD).

### Engagements: XXXXXX [#](/creator/twitter::3426014292/interactions)
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- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +27%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +22%

### Mentions: XXX [#](/creator/twitter::3426014292/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3426014292/c:line/m:posts_active.svg)

- X Week XXX +17%
- X Month XXX +27%
- X Months XXXXX -XXXX%
- X Year XXXXX +98%

### Followers: XXXXXX [#](/creator/twitter::3426014292/followers)
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- X Week XXXXXX +0.21%
- X Month XXXXXX +1.20%
- X Months XXXXXX +5.20%
- X Year XXXXXX +8.90%

### CreatorRank: XXXXXXX [#](/creator/twitter::3426014292/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3426014292/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3426014292/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXX% [currencies](/list/currencies)  #1080 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$ptgx](/topic/$ptgx) #8, [$jnj](/topic/$jnj) #2, [$slno](/topic/$slno) #1, [$azn](/topic/$azn) #6, [$xbi](/topic/$xbi) #21, [$crvs](/topic/$crvs) #2, [trx](/topic/trx) #28, [$bbio](/topic/$bbio) #4, [$nktr](/topic/$nktr) #12, [$bmy](/topic/$bmy) #7

**Top accounts mentioned or mentioned by**
[@biohazard3737](/creator/undefined) [@grok](/creator/undefined) [@martychargin](/creator/undefined) [@bioinvestor24](/creator/undefined) [@biopharmiq](/creator/undefined) [@seedy19tron](/creator/undefined) [@pnani456](/creator/undefined) [@artsstocks](/creator/undefined) [@thenorthstar5](/creator/undefined) [@jamesekrause](/creator/undefined) [@stocksdd](/creator/undefined) [@cognivestment](/creator/undefined) [@financebully](/creator/undefined) [@pickingmyown](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@ocutx](/creator/undefined) [@jnap5c](/creator/undefined) [@mbbiotech](/creator/undefined) [@omillionaires](/creator/undefined) [@joserestonva](/creator/undefined)

**Top assets mentioned**
[Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [AstraZeneca PLC (AZN)](/topic/$azn) [Bitcoin Incognito (XBI)](/topic/$xbi) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Novo-Nordisk (NVO)](/topic/$nvo) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Eli Lilly and Company (LLY)](/topic/$lly) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Revolution Medicines, Inc. Common Stock (RVMD)](/topic/$rvmd) [Viking Holdings Ltd (VIK)](/topic/$vik) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Dawn Protocol (DAWN)](/topic/$dawn) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [SuperRare (RARE)](/topic/$rare) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Exelixis Inc (EXEL)](/topic/$exel) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts [#](/creator/twitter::3426014292/posts)
---
Top posts by engagements in the last XX hours

"$AZN yesterday Baxdrostat met the primary endpoint in Bax24 Phase III trial in patients with resistant hypertension"  
[X Link](https://x.com/semodough/status/1976009345029566518) [@semodough](/creator/x/semodough) 2025-10-08T19:38Z 41.5K followers, 6481 engagements


"$AZN - in good graces with trump now"  
[X Link](https://x.com/semodough/status/1976688664152256782) [@semodough](/creator/x/semodough) 2025-10-10T16:37Z 41.5K followers, 4966 engagements


"$AZN #ESMO25 Highest reported pathologic complete response rate seen in a Phase III registrational trial for HER2-positive early breast cancer with favourable safety profile vs. standard treatment DESTINY-Breast11 presented in ESMO Presidential Symposium alongside DESTINY-Breast05 reinforce potential for AstraZeneca and Daiichi Sankyos Enhertu to become a foundational treatment in curative-intent early breast cancer setting"  
[X Link](https://x.com/semodough/status/1979631118812106780) [@semodough](/creator/x/semodough) 2025-10-18T19:30Z 41.5K followers, 4355 engagements


"$XBI Cowen important events this week are: (1) GSK PDUFA for Blenrep In r/r MM; 2) $MRK PDUFA for Winrevair ZENITH Trial; 3) Q3:25 Results For RHHBY and SNY; 4) ESMO 2025 continues including $AZN and DSNKY events; 5) RHHBY Ophthalmology Event; 6) ESWI 2025; 7) IDWeek 2025; and 8) CHEST 2025"  
[X Link](https://x.com/semodough/status/1980282868933775431) [@semodough](/creator/x/semodough) 2025-10-20T14:40Z 41.5K followers, 2978 engagements


"$JANX Phase 1b expansion study initiated in taxane-nave mCRPC patients Updated data from Phase 1a dose escalation support initiation of Phase 1b dose expansion Updates on JANX007 and JANX008 expected in the second half of 2025host R&D Day in mid-2025"  
[X Link](https://x.com/semodough/status/1919382393674244449) [@semodough](/creator/x/semodough) 2025-05-05T13:23Z 41.5K followers, 4436 engagements


"Cantor $LLY worth highlighting this as the first week Mournjaros TRx surpassed Ozempic (596k vs 551k). $NVO"  
[X Link](https://x.com/semodough/status/1943641766747365840) [@semodough](/creator/x/semodough) 2025-07-11T12:01Z 41.5K followers, 5971 engagements


"Cowen $DNLI cash $XXX million focus on BLA review for DNL310 with a PDUFA date set for January X 2026. Denali also announced FDA alignment on an AA path for DNL126 in MPS IIIA &several P.C. TV-enabled programs approach the clinic. DNLI shares as undervalued for broad potential of company's TV platform"  
[X Link](https://x.com/semodough/status/1955271797596709206) [@semodough](/creator/x/semodough) 2025-08-12T14:14Z 41.5K followers, 2868 engagements


"$DNLI FDA acceptance of the BLA filing for tividenofusp alfa (DNL310) for Hunter syndrome under priority review with a PDUFA date scheduled for 1/5/2026. OPPY $DNLI is approaching an inflection point as the company transitions to commercial stage with multiple interesting early-stage programs"  
[X Link](https://x.com/semodough/status/1962152648074793370) [@semodough](/creator/x/semodough) 2025-08-31T13:57Z 41.5K followers, 3458 engagements


"$SRRK - couple weeks back TRUIST Scenario #4 - In case of a CRL with little clarity on timelines for approval and need for additional major revisions we could see the stock be negatively impacted by 10-20% downside"  
[X Link](https://x.com/semodough/status/1970447835184415008) [@semodough](/creator/x/semodough) 2025-09-23T11:19Z 41.5K followers, 5636 engagements


"$SRRK - not sure or its been longtime that I saw #Biotech trade green after CRL - congrats to those who bought 27-28 weakness earlier"  
[X Link](https://x.com/semodough/status/1970487060856197220) [@semodough](/creator/x/semodough) 2025-09-23T13:54Z 41.5K followers, 6371 engagements


"$SRRK Truist buying opportunity. do not expect announcement to affect the probability of approval for apitegromab in SMA. We think apitegromab will get approved in 6-mo to 9-mo time-frame potentially with sufficient cash to get to approval"  
[X Link](https://x.com/semodough/status/1970810164518518854) [@semodough](/creator/x/semodough) 2025-09-24T11:18Z 41.5K followers, 2947 engagements


"$CRNX LIFESCI CRNX (OUTPERFORM$92.00 PT): FDA Approves Crinetics Palsonify with a Broad First-Line Label in Acromegaly; Higher-than-Anticipated $290k/yr WAC pushes our PT to $92/SH"  
[X Link](https://x.com/semodough/status/1971532887121129905) [@semodough](/creator/x/semodough) 2025-09-26T11:10Z 41.5K followers, 4131 engagements


"$BBIO Cowen hosted BBIO mGT impressive Attruby launch as well as X exciting Phase III readouts expected over the next X months. left highly confident in the ongoing launch and the Phase III readouts. BBIO could potentially have several approved products on market X years from nowbelieve a $20B valuation😎 is next stop"  
[X Link](https://x.com/semodough/status/1972845759847334060) [@semodough](/creator/x/semodough) 2025-09-30T02:07Z 41.5K followers, 8687 engagements


"$DNLI BofA PT $XX Mgt highlighted the biologics license application (BLA) review for tivi under accelerated approval is progressing in-line with their expectations ahead of the Jan 5th 2026 Prescription Drug User Fee Act (PDUFA) date with all timelines being met so far. The company highlighted the high unmet need in HS despite an already approved enzyme replacement therapy"  
[X Link](https://x.com/semodough/status/1974083715836846131) [@semodough](/creator/x/semodough) 2025-10-03T12:06Z 41.5K followers, 4135 engagements


"$REGN Dupixent Y/Y TRx XX% $NKTR $CRVS"  
[X Link](https://x.com/semodough/status/1974085085214523893) [@semodough](/creator/x/semodough) 2025-10-03T12:12Z 41.5K followers, 8574 engagements


"$LPTX - been X months since exploring potential sale or partnership opportunities for sirexatamab and FL-501. By Raymond James & Associates - would think FL-501 is worth something"  
[X Link](https://x.com/semodough/status/1974097948507320622) [@semodough](/creator/x/semodough) 2025-10-03T13:03Z 41.5K followers, 5370 engagements


"$CRVS $NVO - big whale to the board Mr Moore in 2022 re-joined Novo Nordisk as senior vice president of Corporate Development with responsibility for driving corporate strategy activities as well as all business development and M&A in Novo Nordisk"  
[X Link](https://x.com/semodough/status/1974112813481329064) [@semodough](/creator/x/semodough) 2025-10-03T14:02Z 41.5K followers, 7287 engagements


"$APGE - if wondering why so strong - at Cowen KOL day "It's A Dupi Lebri Apogee World" Apogee's APG777/279 Likely To Be The Next 1L Standard Of Care Biologic(s) Approved $NKTR $CRVS"  
[X Link](https://x.com/semodough/status/1976012537884967233) [@semodough](/creator/x/semodough) 2025-10-08T19:51Z 41.5K followers, 19.5K engagements


"$SOFI JMP expect an excellent quarter from SOFI &have materially increased estimate with EPS of $XXXX (from $0.07) and compared to consensus of $XXXX. biggest driver is an expectation for continued robust third-party Loan Origination volume where we were previously modeling a modest decline but now model a healthy sequential increase up XX% sequentially to $2.8B. Overall expect a strong Loan Origination quarter to keep momentum going with the recent $1.5B capital raise adding to capacity for both balance-sheet growth and M&A"  
[X Link](https://x.com/semodough/status/1976314087496618221) [@semodough](/creator/x/semodough) 2025-10-09T15:49Z 41.5K followers, 49.9K engagements


"$AZN #ESMO25 interim analysis for DESTINY-Breast05 as a late-breaking presentation&part of Presidential Symposium I. This trial could move Enhertu into earlier stages of HER2+ breast cancer. Specifically DESTINY-Breast05 compares Enhertu vs. Kadcyla in patients who have residual invasive disease after neoadjuvant therapy. AZN estimates this segment of the population is 65000 patients in the top X countries globally (including 14k in the US and 38k in China)"  
[X Link](https://x.com/semodough/status/1976609677203882157) [@semodough](/creator/x/semodough) 2025-10-10T11:24Z 41.5K followers, 2957 engagements


"$JNJ 2021 we have X bilion drug - 2023 its X Billion - now most likely 10Billion plus $PTGX in good position to negotiate here as WSJ broke Friday"  
[X Link](https://x.com/semodough/status/1977082580471365692) [@semodough](/creator/x/semodough) 2025-10-11T18:43Z 41.5K followers, 5081 engagements


"$DAWN 3Q consensus / guidance considerations Source $38.2M (bloomberg compiled)"  
[X Link](https://x.com/semodough/status/1977092219405582828) [@semodough](/creator/x/semodough) 2025-10-11T19:21Z 41.5K followers, 4357 engagements


"$CRVS Barclays OW PT$16 view of a positive risk-reward for Corvus' ITK inhibitor soquelitinib (CPI-818) ahead of atopic dermatitis (AD) data this quarter as believe soqueltinib has a differentiated mechanism of action with early clinical data that suggests clinical benefit in AD. Upside case USD XXXXX Our upside scenario reflects data in atopic dermaitis above our expectations"  
[X Link](https://x.com/semodough/status/1977743356361916497) [@semodough](/creator/x/semodough) 2025-10-13T14:28Z 41.5K followers, 20.2K engagements


"$TGTX - very small numbers & early but seeing dramatic effects - if your $TGTX shareholder worth listening to - seems $TGTX pipeline is alive and well"  
[X Link](https://x.com/semodough/status/1978112080646472042) [@semodough](/creator/x/semodough) 2025-10-14T14:54Z 41.5K followers, 13.2K engagements


"#ESMO25 Relevant to $DAWN Fosun Pharma will present data on MEK1/2 inhibitor luvometinib in patients with MAPK-pathway altered pLGG (661MO). Overall X partial responses and XX minor responses were observed (3 unconfirmed total 20/37); leading to a confirmed ORR of 54.3%; DCR was XXXX% in this population"  
[X Link](https://x.com/semodough/status/1978409815090122831) [@semodough](/creator/x/semodough) 2025-10-15T10:37Z 41.5K followers, 3356 engagements


"$JNJ Icotrokinra could significantly expand the PsO market. Mgmt stated that fewer than XX% of eligible patients with moderate to severe PsO are receiving advanced treatments. Icotrokinra has shown strong complete skin clearance rates and a favorable safety profile. Therefore it has a good opportunity to bring more patients into the IL-23 class as a daily oral pill. JNJ reiterated $5B+ peak sales target for icotrokinra. Consensus currently expects $4.1B in 2032. $PTGX"  
[X Link](https://x.com/semodough/status/1979544550071836823) [@semodough](/creator/x/semodough) 2025-10-18T13:46Z 41.5K followers, 2795 engagements


"$RGNX catalysts EarlyJanuary Corporateupdateincluding2019milestones Early 2019 updates on the RGX-314 program in wet-AMD Early 2019 updates on the RGX-501 program in HoFH 2019 updates on the RGX-121 program in MPS II"  
[X Link](https://x.com/semodough/status/1082112951400783872) [@semodough](/creator/x/semodough) 2019-01-07T03:13Z 41.5K followers, XX engagements


"Wolfe $BBIO Initiate Outperform PT $XX based on EV/peak sales multiples (DCF suggests fair value at $87/sh). We model $569M revenue 2025E reaching $3.4B 2028E and plateauing with slowed growth thereafter reaching $4.4B 2034E peak"  
[X Link](https://x.com/semodough/status/1934928455029625235) [@semodough](/creator/x/semodough) 2025-06-17T10:57Z 41.5K followers, 4627 engagements


"BofA - throwing some Cold water on $PROK party today $PROK US: ProKidney Corp - REACT update has limitations stock move looks overdone - UNDERPERFORM PT X BUCK"  
[X Link](https://x.com/semodough/status/1942921831737917719) [@semodough](/creator/x/semodough) 2025-07-09T12:20Z 41.5K followers, 17.4K engagements


"$BBIO Whats happening right now is absolutely insane Kumar said in an interview with Bloomberg News adding that he hasnt met a doctor in the field who doesnt consider BridgeBios drug to be the most potent medicine available. $PFE $ALNY"  
[X Link](https://x.com/semodough/status/1966227596666085472) [@semodough](/creator/x/semodough) 2025-09-11T19:49Z 41.5K followers, 13.9K engagements


"$ALEC bofa FTD-GRN data in mid-4Q25e will be key for sentiment but we still are cautious on commercial opportunity and buildout. Early proof of concept for amyloid ABC programs is solid but will watch reticulocyte safety moving towards the clinic. GCase programs could be differentiated on dosing frequency but we see meaningful clinical data as needed for buy-in"  
[X Link](https://x.com/semodough/status/1970204443892425152) [@semodough](/creator/x/semodough) 2025-09-22T19:11Z 41.5K followers, 4322 engagements


"$XBI $IBB JEFF Overall think this is a win for Pharma &shouldn't have a material impact given several $MRK $BMY $LLY $PFE $ABBV $AZN $JNJ) have already announced that they're building US manufacturing facilities While there was some nervousness heading into Sept 29th deadline Trump imposed in his letters to pharma companies take is that we're heading towards a relationship that should be acceptable for industry"  
[X Link](https://x.com/semodough/status/1971521226041356544) [@semodough](/creator/x/semodough) 2025-09-26T10:24Z 41.5K followers, 11.8K engagements


"$LRMR did not know $BMRN Palynziq has a boxed warning for the risk of life-threatening anaphylaxis with requirement to carry epi-pen A 2021 study of XX patients on Palynziq reported an anaphylaxis rate of XXXX% which was higher than rate observed in clinical trials. study also found that anaphylactic episodes were more common shortly after dosage increases Palynziq generated $355M in FY24 peak sales forecast of $812M"  
[X Link](https://x.com/semodough/status/1972988739379945618) [@semodough](/creator/x/semodough) 2025-09-30T11:35Z 41.5K followers, 14.3K engagements


"$LRMR - what might have been as $BMRN shows below still very much viable path with such unmet need - especially with excellent data and disease modifying - if it was not for this being protein & causing anaphylaxis- imho LRMR probably be trading north of XX bucks here 🤔🤔"  
[X Link](https://x.com/semodough/status/1973391445714157997) [@semodough](/creator/x/semodough) 2025-10-01T14:15Z 41.5K followers, 14.9K engagements


"$BMY Camzyos Overall total prescriptions (TRx) for Camzyos were up XXX% w/w and up XXX% Q3 over Q2 TRx for all dosage forms except 2.5mg were up over the week prior New prescriptions as a % of total prescriptions (NRx/TRx) for the week were XX% bodes well for $CYTK"  
[X Link](https://x.com/semodough/status/1974084178984784285) [@semodough](/creator/x/semodough) 2025-10-03T12:08Z 41.5K followers, 3138 engagements


"$LRMR Baird nomlas clinical translatability there were positive trends in several clinical scores including a not-too-shabby 3.25-pt net improvement in mFARS vs. a natural history cohort $BIIB 2.41-pt improvement in a RCT on its way to FDA approval). Shares were initially down over XX% on news but have since rebounded XX% as investors may be beginning to realize the glass may not be quite as empty as they believed at first glance"  
[X Link](https://x.com/semodough/status/1974484243276235081) [@semodough](/creator/x/semodough) 2025-10-04T14:38Z 41.5K followers, 5879 engagements


"$SLNO - Cowen nice nuggets today from Symphony"  
[X Link](https://x.com/semodough/status/1975191954347679745) [@semodough](/creator/x/semodough) 2025-10-06T13:30Z 41.5K followers, 5460 engagements


"$PTGX - should it be up more today after $ABVX data"  
[X Link](https://x.com/semodough/status/1975197806496559470) [@semodough](/creator/x/semodough) 2025-10-06T13:53Z 41.5K followers, 12.8K engagements


"$SLNO - Cowen 10/6 BUY PT $XXX Per data through 10/03 XXX Symphony TRx's were reported during Q3 (+217% Q/Q) which likely under-represents actuals although the capture rate should improve Q/Q"  
[X Link](https://x.com/semodough/status/1975216866504417345) [@semodough](/creator/x/semodough) 2025-10-06T15:09Z 41.5K followers, 16.4K engagements


"$PTGX $JNJ Icotrokinra met the primary endpoint of clinical response at all three doses with XXXX% of patients treated achieving endoscopic improvement and XXXX% achieving clinical remission at the highest dose at Week XX in the Phase 2b ANTHEM-UC study"  
[X Link](https://x.com/semodough/status/1975534666917519378) [@semodough](/creator/x/semodough) 2025-10-07T12:12Z 41.5K followers, 20.6K engagements


"$PTGX $JNJ Registrational Phase X study in ulcerative colitis and Phase 2b/3 study in Crohn's disease anticipated to begin patient enrollment in Q4 2025"  
[X Link](https://x.com/semodough/status/1975535039858549103) [@semodough](/creator/x/semodough) 2025-10-07T12:13Z 41.5K followers, 14.2K engagements


"$JNJ Icotrokinra data in ulcerative colitis show potential for a standout combination of therapeutic benefit and a favorable safety profile in once-daily pill Johnson & Johnson $PTGX"  
[X Link](https://x.com/semodough/status/1975637299619897783) [@semodough](/creator/x/semodough) 2025-10-07T19:00Z 41.5K followers, 2812 engagements


"$IONS Innovation Day several positive updates eg new clinical data platform tech advancement and financial outlook Coming off of strong Ph3 topline in sHTG IONS disclosed Ph1 data of follow-on APOC3 which support less frequent dosing (6mo) IONS also offered peak revenue targets across wholly-owned and partnered programs laying out path to Cas glow breakeven in 2028E"  
[X Link](https://x.com/semodough/status/1975686304999366883) [@semodough](/creator/x/semodough) 2025-10-07T22:14Z 41.5K followers, 3523 engagements


"BMO $XX PT $PTGX. $JNJ UEG Icotrokinra Full Data Remains Compelling Live from Berlin's UEG Conference Full ANTHEM-UC data for icotrokinra further validates investor confidence in compelling top-line results. Presenter commentary highlighted continued trends of efficacy which could suggest better response data is possible beyond XX weeks. Discussions with physicians at the conference and during Q&A also indicate that Ph 2b profile appears at a minimum differentiated among oral agents and could be competitive with injectable standards in the space. New planned Ph X trial in UC will look to"  
[X Link](https://x.com/semodough/status/1975928012672545253) [@semodough](/creator/x/semodough) 2025-10-08T14:15Z 41.5K followers, 5344 engagements


"Surprised we not seen 13G on $OCUL yet also - thanks for posting these on $PALI"  
[X Link](https://x.com/semodough/status/1976024595041005978) [@semodough](/creator/x/semodough) 2025-10-08T20:39Z 41.5K followers, 8492 engagements


"@zohmbastic @pnani456 Ya they all got .70 cents. Very sweet deal"  
[X Link](https://x.com/semodough/status/1976391688403943750) [@semodough](/creator/x/semodough) 2025-10-09T20:57Z 41.5K followers, XXX engagements


"$SLNO 😳😳 short interest"  
[X Link](https://x.com/semodough/status/1976402575416287699) [@semodough](/creator/x/semodough) 2025-10-09T21:41Z 41.5K followers, 11.5K engagements


"$BMY - needs to be spending Billions on phase X ready assets & not ones going into clinic imho - $BMY LOE is real imho"  
[X Link](https://x.com/semodough/status/1976604464808415259) [@semodough](/creator/x/semodough) 2025-10-10T11:03Z 41.5K followers, 15.2K engagements


"$BMY besides LOE - Sotyktu X billion in revenue at risk Jefferies $PTGX the Sotyktu killer Doc thinks Sotyktu is stuck in "no man's land" w/ moderate efficacy slow onset and requirement of TB test. Analysts had sales of $BMY Sotyktu of XXX billion in 2029"  
[X Link](https://x.com/semodough/status/1976606550006563292) [@semodough](/creator/x/semodough) 2025-10-10T11:11Z 41.5K followers, 17.9K engagements


"$BMY MS underweight continue to see risk on 2026 numbers"  
[X Link](https://x.com/semodough/status/1976618009944011132) [@semodough](/creator/x/semodough) 2025-10-10T11:57Z 41.5K followers, 3575 engagements


"$PTGX a whats up"  
[X Link](https://x.com/semodough/status/1976668382352363740) [@semodough](/creator/x/semodough) 2025-10-10T15:17Z 41.5K followers, 2921 engagements


"$PTGX $JNJ Will PTGX get 10CVR on PN-881 @Biohazard3737"  
[X Link](https://x.com/semodough/status/1976671237494669595) [@semodough](/creator/x/semodough) 2025-10-10T15:28Z 41.5K followers, 12.1K engagements


"Who owns $PTGX besides sheep congrats @Biohazard3737 - appreciate all dialogue on this one over years"  
[X Link](https://x.com/semodough/status/1976674993724695029) [@semodough](/creator/x/semodough) 2025-10-10T15:43Z 41.5K followers, 8824 engagements


"$PTGX - hopefully will be the new poster child for ORAL first in class new MOA s going forward. $XBI"  
[X Link](https://x.com/semodough/status/1976676000558919971) [@semodough](/creator/x/semodough) 2025-10-10T15:47Z 41.5K followers, 13.9K engagements


"$PTGX oral pipeline is what $JNJ wants X -XX billion would be cheap for what they get"  
[X Link](https://x.com/semodough/status/1976677769837998554) [@semodough](/creator/x/semodough) 2025-10-10T15:54Z 41.5K followers, 6773 engagements


"$PTGX this trial helped close deal for $JNJ they know they got XX billion dollar drug and no reason to pay PTGX X billion year when they can have all PTGX here"  
[X Link](https://x.com/semodough/status/1976681565313782233) [@semodough](/creator/x/semodough) 2025-10-10T16:09Z 41.5K followers, 4713 engagements


"$PTGX XXX billion Mcap. XXX million cash X approvable drugs with $JNJ bidding with a vast pipeline not sure this should be under $XX here 🤷♂🤷♂"  
[X Link](https://x.com/semodough/status/1976717619429581301) [@semodough](/creator/x/semodough) 2025-10-10T18:33Z 41.5K followers, 13.4K engagements


"$PTGX - musings 🤔 $JNJ still owes PTGX XXX million in milestones + PTGX cash of XXX million - add RUFA for 50/50 opt in with TAK - along with Oral Hepciden & XXX & XXX why not 9-10 billion fair value @Biohazard3737 as for JNJ free cash flow for 2024 was $20.517B & have XX billion cash"  
[X Link](https://x.com/semodough/status/1976832485955703255) [@semodough](/creator/x/semodough) 2025-10-11T02:09Z 41.5K followers, 26.3K engagements


"$PTGX - musings Leerink XXX page deep dive had 7-8 years of X billion in royalties to PTGX alone - imho easily supports XX billion valuation on buyout 🤔"  
[X Link](https://x.com/semodough/status/1976835043579642083) [@semodough](/creator/x/semodough) 2025-10-11T02:19Z 41.5K followers, 7193 engagements


"$JNJ back 2023 JNJ saying they had X Billion drug - now Icotrokinra (oral IL-23R) Ph2b & UC detailed data at UEGW25 JNJ realizing probably XX billion -hence its time to start talks/Buy $PTGX now as phase X rollouts in all indications rollout"  
[X Link](https://x.com/semodough/status/1977081356812534176) [@semodough](/creator/x/semodough) 2025-10-11T18:38Z 41.5K followers, 6846 engagements


"$PTGX - fully believe $JNJ knows PN-881 is crown jewel in the pipeline & must have here before data comes out"  
[X Link](https://x.com/semodough/status/1977089789418709419) [@semodough](/creator/x/semodough) 2025-10-11T19:11Z 41.5K followers, 9842 engagements


"$SLNO GUGG another interesting bullish survey out Survey feedback suggests continued enthusiasm for VYKAT XR among endocrinologists suggesting the potential to beat consensus expectations for 3Q-responding physicians indicate that XX% of patients on VYKAT XR received their first prescription in 3Q suggesting a substantial increase in new starts from the XXX reported by the end of 2Q;"  
[X Link](https://x.com/semodough/status/1977885582152880183) [@semodough](/creator/x/semodough) 2025-10-13T23:54Z 41.5K followers, 15.9K engagements


"$JNJ - also said confident enough to run ICO trials against stelara - which was XX billion peak drug & JNJ thinks ICO is better - whats ICO worth for $PTGX thats over X BILLION in royalties a year to PTGX in outer years is probably good debate currently"  
[X Link](https://x.com/semodough/status/1978098822946386244) [@semodough](/creator/x/semodough) 2025-10-14T14:01Z 41.5K followers, 5082 engagements


"$SLNO - worth repeating incase you missed it - XX% of patients on VYKAT XR received their first prescription in 3Q suggesting a substantial increase in new starts from the XXX reported by the end of 2Q"  
[X Link](https://x.com/semodough/status/1978103499154928060) [@semodough](/creator/x/semodough) 2025-10-14T14:20Z 41.5K followers, 17.1K engagements


"$SLNO - simple math XX% of these XXX patients is XXX new starts just from these XX endocrinologists - imho bodes well for q3"  
[X Link](https://x.com/semodough/status/1978106758548574616) [@semodough](/creator/x/semodough) 2025-10-14T14:32Z 41.5K followers, 15.4K engagements


"$JNJ - what JNJ said on call ICO Jennifer Taubert Executive Vice President Worldwide Chairman Innovative Medicine Johnson & Johnson: Great thanks. Good morning. We are really excited about the opportunity for Icotrokinra and see this as one of our next big you know $X billion plus brands. Why are we excited about it We believe its really going to set the new standard of care in the treatment of plaque psoriasis and that will be the first indication. You know unprecedented combination of complete skin clearance and a favorable safety profile. With the simplicity of an oral pill were really"  
[X Link](https://x.com/semodough/status/1978138679131668903) [@semodough](/creator/x/semodough) 2025-10-14T16:39Z 41.5K followers, 9490 engagements


"$TARA (OUTPERFORM$26.00 PT): Mgmt Takeaways on The Busy Next Few Quarters; Compelling Risk/Reward as Company Approaches Key Clinical & Regulatory Catalysts Across The Pipeline; Increasing PT to $XX LIFESCI"  
[X Link](https://x.com/semodough/status/1978406689515643114) [@semodough](/creator/x/semodough) 2025-10-15T10:24Z 41.5K followers, 3017 engagements


"#ESMO25 Relevant to $BBOT $RVMD $MRK will present results from the Ph X KANDLELIT-001 study evaluating MK-1084 its next-generation KRAS G12C-GDP covalent inhibitor as monotherapy in patients with G12C mutant solid tumors (#926MO)"  
[X Link](https://x.com/semodough/status/1978409393134645439) [@semodough](/creator/x/semodough) 2025-10-15T10:35Z 41.5K followers, 2758 engagements


"$SLNO nugget Average Patient Weight Remains An Undetermined Variable That Will Have A Substantial Impact On Vykat XR's Quarterly Revenue Growth As a base-case scenario management previously suggested that the average weight of Vykat XR-treated patients may ultimately center on 61kg in line with the average patient weight and median age (13.5 years) in Soleno's C601 pivotal trial. This would translate to an average annualized Vykat XR treatment cost of $467K. Has management described observing promising signs of uptake in adult PWS market which could lead to a higher-than-expected average"  
[X Link](https://x.com/semodough/status/1978463807111356465) [@semodough](/creator/x/semodough) 2025-10-15T14:11Z 41.5K followers, 10K engagements


"$CRVS Barclay Upcoming update could set path to value creation. Corvus plans to announce 8-week data from an extension cohort of its Phase X trial in atopic dermatitis in 4Q25 where patients receive soquelitinib XXX mg BID (twice daily). Additionally the update will pool together 200mg BID Cohort X patients with 200mg BID Cohort X patients at the 4-week timepoint increasing the sample size. The 4-week data for this dose demonstrated a clear dose-response relationship and clinical activity. Patients achieved EASI-75 reductions comparable to those seen with dupilumab at X weeks and a greater"  
[X Link](https://x.com/semodough/status/1978786625682292832) [@semodough](/creator/x/semodough) 2025-10-16T11:34Z 41.5K followers, 9432 engagements


"$ARTV - nice call on it at X - but NO way I be chasing it at 5-6 range tonight or tomorrow will be 12-18 months before it starts it trial - very expensive trial also"  
[X Link](https://x.com/semodough/status/1978946412197843222) [@semodough](/creator/x/semodough) 2025-10-16T22:09Z 41.5K followers, 11.2K engagements


"$ALNY (BUY PT to $XXX was $459). increased 3Q Amvuttra sales estimate to $690M ($550M US/ $140M ex-US) vs consensus estimate of $610M Rx sales data for 4Q are indicating $555M - $590M in US Amvuttra sales alone. Considering the drug generated $130M ex-US last Q before the launch for the ATTR-CM indication"  
[X Link](https://x.com/semodough/status/1979195701272662021) [@semodough](/creator/x/semodough) 2025-10-17T14:40Z 41.5K followers, 3014 engagements


"$IDYA believe 1020% further stock upside is still likely in the coming days as investors more fully appreciate the significance of the news. With a solid OS of XXXX months comparable to KIMMTRAKs XXXX months and no PFS degradation in a larger cohort this dataset meaningfully derisks the Ph2/3 PFS readout expected by YE/early 2026"  
[X Link](https://x.com/semodough/status/1979632082637771141) [@semodough](/creator/x/semodough) 2025-10-18T19:34Z 41.5K followers, 10.3K engagements


"$CLDX Celldex Presents Data Demonstrating Barzolvolimab Improves Chronic Spontaneous Urticaria Independent of Baseline Immunoglobulin E levels in Phase X Study at EADV Congress 2025 - Celldex Therapeutics"  
[X Link](https://x.com/semodough/status/1968267258863460819) [@semodough](/creator/x/semodough) 2025-09-17T10:54Z 41.5K followers, 5278 engagements


"$SRPT Bofa focused on initial updates for SRP-1001 in FSHD and SRP-1003 in DM1 expected by YE which think could provide upside to our estimates. look for updates on Elevidys but reiterate our view that it will likely take several quarters to gain visibility on the potential recovery. maintain Underperform with $XX PT"  
[X Link](https://x.com/semodough/status/1976219973249876084) [@semodough](/creator/x/semodough) 2025-10-09T09:35Z 41.5K followers, 3736 engagements


"$ZURA - XXX% jump in short interest highest jump I see"  
[X Link](https://x.com/semodough/status/1976401712073277508) [@semodough](/creator/x/semodough) 2025-10-09T21:37Z 41.5K followers, 5081 engagements


"$SLNO shorts frantically looking at Faers reports why the longs looking at Profits - SLNO should enter profitability this quarter & 2026-2027 & beyond - these two pics continue to stand out on $SLNO"  
[X Link](https://x.com/semodough/status/1976664703066894616) [@semodough](/creator/x/semodough) 2025-10-10T15:02Z 41.5K followers, 5466 engagements


"$PTGX LR See M&A Value $68-177/Share ($5-12.8B Total) lots of moving parts imho"  
[X Link](https://x.com/semodough/status/1978140256940511452) [@semodough](/creator/x/semodough) 2025-10-14T16:46Z 41.5K followers, 14.8K engagements


"$SLNO - WF is NOT bearish on $SLNO at all into the print 25-30% upside"  
[X Link](https://x.com/semodough/status/1978418891966628018) [@semodough](/creator/x/semodough) 2025-10-15T11:13Z 41.5K followers, 9400 engagements


"$NVO $OMER XXX million upfront Omeros Corporation - Novo Nordisk and Omeros announce asset purchase and license agreement for Omeros clinical-stage MASP-3 inhibitor zaltenibart (OMS906)"  
[X Link](https://x.com/semodough/status/1978440056541941900) [@semodough](/creator/x/semodough) 2025-10-15T12:37Z 41.5K followers, 18.4K engagements


"$BBIO looks to be doing just fine in latest 3Q25 Quarterly ATTR-CM Survey by LR $PFE $ALNY"  
[X Link](https://x.com/semodough/status/1978526196091478073) [@semodough](/creator/x/semodough) 2025-10-15T18:19Z 41.5K followers, 11.1K engagements


"$BBIO nugget from Medcap survey included responses from XX physicians who treat 2160 ATTR patients on switches & tafamidis 1L market share has begun to erode QoQ (from XX% in 2Q) as acoramidis takes share (25% vs. XX% in 2Q $ALNY"  
[X Link](https://x.com/semodough/status/1978634931946283207) [@semodough](/creator/x/semodough) 2025-10-16T01:31Z 41.5K followers, 6248 engagements


"$CLYM WB initiating coverage of Climb Bio with an Outperform rating based on the potential of the company's CD19 antibody budoprutug being developed across a range of autoimmune indications. use of B-cell depleting antibodies for autoimmune disease has been well validated with significant use of Rituxan (on- and off-label) and recent approvals in the CD20 class (Ocrevus Kesimpta Briumvi) as well as Amgen's CD19 antibody Uplizna; we believe the market opportunity is sufficiently large to support additional CD19 players. While the field has become competitive with different CD19 modalities we"  
[X Link](https://x.com/semodough/status/1978783284185190456) [@semodough](/creator/x/semodough) 2025-10-16T11:21Z 41.5K followers, 9350 engagements


"$SMMT Ivonescimab with Chemotherapy Reduced the Risk of Disease Progression or Death by XX% Compared to Tislelizumab (PD-1 Inhibitor) Plus Chemotherapy in 1L Treatment of Patients with Squamous NSCLC in the HARMONi-6 Study Conducted by Akeso in China'"  
[X Link](https://x.com/semodough/status/1979922324968137040) [@semodough](/creator/x/semodough) 2025-10-19T14:47Z 41.5K followers, 23.3K engagements


"$PTCT bofa model 3Q Sephience sales of $7mn (cons: $7.4mn) and FY25 sales of $26.4mn (cons: $25.9mn). highlight PTCT is one of our top picks for 2025 with a Buy rating $XX PTas a strong Sephience launch continues to drive our bullish investment thesis"  
[X Link](https://x.com/semodough/status/1980204510971822159) [@semodough](/creator/x/semodough) 2025-10-20T09:28Z 41.5K followers, 2577 engagements


"Cantor $CTMX: A Tailwind from EXEL's Mixed ESMO Data $CTMX Overweight Target: $6.00) this is bullish for CTMX Because CytomX's candidate CX-2051 looks like it might have a better efficacy benefit even in later-line patients (5L vs. 3L). CX-2051 is an EpCAM-targeting ADC for late-line CRC patients (5L but will move into 4L and eventually 2L/3L)"  
[X Link](https://x.com/semodough/status/1980334569418010831) [@semodough](/creator/x/semodough) 2025-10-20T18:05Z 41.5K followers, 14.9K engagements


"$CTMX cantor why this is bullish for $CTMX Because CytomX's candidate CX-2051 looks like it might have a better efficacy benefit even in later-line patients (5L vs. 3L). CX-2051 is an EpCAM-targeting ADC for late-line CRC patients (5L but will move into 4L and eventually 2L/3L). Our view is: overall bar for CRC just got even lower and that's a win for CTMX. Especially considering how impressive of a profile CTMX has been able to show so far:"  
[X Link](https://x.com/semodough/status/1980348039463088622) [@semodough](/creator/x/semodough) 2025-10-20T18:59Z 41.5K followers, 12.9K engagements


"$JNJ Pasritamig Translational Data Suggest Longer Dosing Intervals Could Enhance JANX007 Efficacy Translational data from JNJs pasritamig presented at ESMO 2025 suggest JANX007 efficacy could further improve with a Q2W and longer interval dosing schedule"  
[X Link](https://x.com/semodough/status/1980446450791407903) [@semodough](/creator/x/semodough) 2025-10-21T01:30Z 41.5K followers, 9013 engagements


"$SLNO - lets do some simple math $SLNO According to Symphony there were XX TRx XX NRx recorded week ending 10/03 bringing YTD TRx&NRx since mid-April launch to 719&449 respectively. A total of XXX TRx recorded during weeks of Q3 implies +217% Q/Q growth from XXX recorded during Q2. Using a regression line with a slope of XXX TRx per weekestimate XXX for Q4 (+57% Q/Q) and 1407 for the year"  
[X Link](https://x.com/semodough/status/1980453799878947076) [@semodough](/creator/x/semodough) 2025-10-21T01:59Z 41.5K followers, 18.9K engagements


"$SLDB is different vs $SRPT $RGNX"  
[X Link](https://x.com/semodough/status/1940491675740393851) [@semodough](/creator/x/semodough) 2025-07-02T19:24Z 41.5K followers, 21.1K engagements


"$XBI $ARGX $ALNY - good for biotech sentiment 👊👊"  
[X Link](https://x.com/semodough/status/1950920654653440081) [@semodough](/creator/x/semodough) 2025-07-31T14:05Z 41.5K followers, 6359 engagements


"$CRVS Point72 increased $CRVS position XXX% from 2.8M shares to 7.0M shares"  
[X Link](https://x.com/semodough/status/1956111764195827891) [@semodough](/creator/x/semodough) 2025-08-14T21:52Z 41.5K followers, 10.7K engagements


"$MREO - seriously JP Morgan thats all you could say on $MREO Model update are updating our model for Mereo. establishing a December 2026 price target on MREO shares of $8"  
[X Link](https://x.com/semodough/status/1960028000306470918) [@semodough](/creator/x/semodough) 2025-08-25T17:14Z 41.5K followers, 6457 engagements


"$XBI Cantor Kristen moderating XX presentations (including XX companies under coverage). $SLNO $MREO $RARE $AQST $CLDX $SLDB"  
[X Link](https://x.com/semodough/status/1961236275568210134) [@semodough](/creator/x/semodough) 2025-08-29T01:15Z 41.5K followers, 7226 engagements


"$KURA Previewing KO-2806 Data: ESMO 2025 a Sleeper Hit VEGFRi + mTOR Data in ccRCC Validating; Event is a Large(ly Disregarded) Call Option; Potential +65% Upside in ccRCC Company Update September X 2025 OUTPERFORM Price Target: $XXXXX LIFESCI"  
[X Link](https://x.com/semodough/status/1964689107621437510) [@semodough](/creator/x/semodough) 2025-09-07T13:56Z 41.5K followers, 33.1K engagements


"$UTHR Cantor dinner last night (09/22) in NYC with $UTHR mgt team: CFO James Edgemond&Harry Silvers (IR). Tyvaso's opportunity in IPF was by far the main topic of discussion with management sounding very confident ahead of ERS 2025 next week and next year's TETON-1 phase X readout"  
[X Link](https://x.com/semodough/status/1970666156752003249) [@semodough](/creator/x/semodough) 2025-09-24T01:46Z 41.5K followers, 3642 engagements


"$UTHR Bern - $UTHR hasbeen planning for success in IPF and expects to have capacity for 75k patients by mid 2027. $UTHR is also working on X new products expected to come out of stealth mode next year with potential to further strengthen the durability of UTHRs business"  
[X Link](https://x.com/semodough/status/1971525824236126515) [@semodough](/creator/x/semodough) 2025-09-26T10:42Z 41.5K followers, 3534 engagements


"$SMMT Ph3 HARMONi-6 ivonescimab + chemotherapy data in 1L NSCLC from SMMTs partner Akeso at the European Society for Medical Oncology (ESMO; 10/17-21)"  
[X Link](https://x.com/semodough/status/1971951826292691331) [@semodough](/creator/x/semodough) 2025-09-27T14:55Z 41.5K followers, 5726 engagements


"$UTHR cantor All in all TETON-2 isn't the homerun dataset we wanted to see. But it's clear to us that Tyvaso is the best thing out there for IPF patients and the full details do support Tyvaso becoming a very large drug in IPF ($5B+ opportunity). We fully believe that we're in store for a mega commercial launch with this drug"  
[X Link](https://x.com/semodough/status/1972389367554683160) [@semodough](/creator/x/semodough) 2025-09-28T19:54Z 41.5K followers, 4729 engagements


"6 interested parties in $MTSR - And I count 7-8 big Pharmas with nothing in #Obesity"  
[X Link](https://x.com/semodough/status/1975244896434069985) [@semodough](/creator/x/semodough) 2025-10-06T17:00Z 41.5K followers, 10.9K engagements


"Clear Street $PTGX PT to $74full data release from P2b Anthem-UC trial (initial topline in March 2025) and initiation of P3 UC and P2/3 Crohn's disease trials by J&JUC results matched 30-40% base-case expectations with 400mg dose delivering a XXXX% placebo-adjusted clinical response (63.5% vs 27%; p0.001). Comprehensive results presented at UEGW 2025 demonstrated that all three doses-400mg 200mg and 100mg-met the primary endpoint with placebo-adjusted clinical response rates of XXXX% XXXX% and XXXX% respectively. Multiple key secondary endpoints also achieved statistical significance. At"  
[X Link](https://x.com/semodough/status/1975647704953823741) [@semodough](/creator/x/semodough) 2025-10-07T19:41Z 41.5K followers, 11.3K engagements


"$ALC $HROW Total dry eye TRx grew XX% yr/yr in August 2025 On a TTM basis TRx for Miebo Xiidra Restasis (brand + generic) Cequa Eysuvis Vevye Tryptyr and Tyrvaya rose XXXX% y/y to 6.5MM in August. Beyond Miebo key TTM TRx growth drivers include Vevye generic cyclosporine (+34% y/y) Cequa (+22%) and Xiidra (+10%) partly offset by Tyrvaya (-17%) Restasis (-9%) and Eysuvis (-7%). Volume growth of new products and increasing promotion continues to drive overall dry eye mkt growth"  
[X Link](https://x.com/semodough/status/1975877612426670519) [@semodough](/creator/x/semodough) 2025-10-08T10:55Z 41.5K followers, 11.4K engagements


"$VKTX Stifel VK2735 boasts one of most flexible profiles in incretin landscape: most unique element of VK2735's development program is flexibility to transition patients from high doses to low maintenance doses. In Ph.2 VENTURE-Injectable XX% of all VK2735 (2.5 mg X mg XX mg and XX mg) patients in the PK subset (N=63) maintained weight loss and XX% maintained weight loss out to X weeks post-treatment. In VENTURE-Oral an exploratory step-down maintenance cohort (rapidly up-titrated up to XX mg over X weeks and dropped to XX mg for the remaining X weeks) further extended weight loss"  
[X Link](https://x.com/semodough/status/1976601256232657039) [@semodough](/creator/x/semodough) 2025-10-10T10:50Z 41.5K followers, 12.2K engagements


"$XBI biotechs even $UTHR that has XX billion Mcap has XXX million in revenue quarter - not X million in orders like RGTI geesh"  
[X Link](https://x.com/semodough/status/1976634270245380225) [@semodough](/creator/x/semodough) 2025-10-10T13:01Z 41.5K followers, 3926 engagements


"Would assume not good for $REGN either"  
[X Link](https://x.com/semodough/status/1977714004500881438) [@semodough](/creator/x/semodough) 2025-10-13T12:32Z 41.5K followers, 9516 engagements


"$NVO getting more aggressive of late on #Biotech deals $XBI"  
[X Link](https://x.com/semodough/status/1978443466364313927) [@semodough](/creator/x/semodough) 2025-10-15T12:50Z 41.5K followers, 6699 engagements


"#Biotechs can you imagine a BIOTECH CEO selling all his shares like $RGTI CEO did he probably be fired 🤷♂ RGTI CEO Subodh K. Kulkarni exercised options to convert 1000000 and immediately sold them leaving him with zero shares"  
[X Link](https://x.com/semodough/status/1978843113905963322) [@semodough](/creator/x/semodough) 2025-10-16T15:18Z 41.5K followers, 16.7K engagements


"$TSHA Baird anticipate some investors may be marginally disappointed that Astellas isn't acquiring Taysha we're overall encouraged by this update as regainment of rights allows Taysha to pursue additional deals unencumbered (and streamlines the TSHA-102 modeling). Unsurprised by Astellas decision given their cash balance. note Taysha's $1.46B market cap and Astellas' $1.43B cash-on-hand as of June XX 2025. Given this situation Astellas (ALPMY not covered) may have been unwilling to take on debt to exclusively license TSHA-102 (i.e. fully acquire hence believe the likelihood of the two parties"  
[X Link](https://x.com/semodough/status/1978947681113297285) [@semodough](/creator/x/semodough) 2025-10-16T22:14Z 41.5K followers, 5978 engagements


"$RVMD BofA update model to break out builds for both 1L and 2L+ treatment lines of NSCLC and PDAC move launch in 2L PDAC forward to 2026(from 2027 prior). reiterate Buy and $80PT from $78) as RevMed remains one of our top picks with multiple shots on goal across treatment lines in both PDAC and NSCLC"  
[X Link](https://x.com/semodough/status/1979125398416884122) [@semodough](/creator/x/semodough) 2025-10-17T10:00Z 41.5K followers, 3416 engagements


"$LLY Zepbound TRx NRx were +4% & +3% w/w respectively with TRx ending week at 480k vs. prior week's 460k Wegovy TRx NRx were -X% and -X% w/w respectively with TRx ending week at 272k vs. prior week's 282k Mounjaro TRx and NRx were -X% and -X% w/w respectively with TRx ending the week at 660k vs. prior week's 668K"  
[X Link](https://x.com/semodough/status/1979149657407160620) [@semodough](/creator/x/semodough) 2025-10-17T11:37Z 41.5K followers, 6607 engagements


"$XBI #Biotechs LR tremendous 6-month run in the XBI has healthcare specialists feeling better about life. Investors we speak to are appreciating what a bull market feels like again. have consistently believed the path to biotech outperformance includes some combo of: easing monetary policy development-stage M&A FDA stability absence of shocking action on drug pricing and improving capital markets activity. For the most part all of these are coming together simultaneously"  
[X Link](https://x.com/semodough/status/1979545210234322990) [@semodough](/creator/x/semodough) 2025-10-18T13:48Z 41.5K followers, 8928 engagements


"$AZN #ESMO25 Enhertu reduced risk of disease recurrence or death by XX% vs. T-DM1 in patients with high-risk HER2-positive early breast cancer following neoadjuvant therapy in DESTINY-Breast05 More than XX% of patients were free of invasive disease at3yrs"  
[X Link](https://x.com/semodough/status/1979594521907233008) [@semodough](/creator/x/semodough) 2025-10-18T17:04Z 41.5K followers, 2989 engagements


"$AZN Enhertu followed by THP before surgery resulted in a pathologic complete response in XX% of patients with high-risk HER2-positive early-stage breast cancer in DESTINY-Breast11 Phase III trial"  
[X Link](https://x.com/semodough/status/1979630850128990305) [@semodough](/creator/x/semodough) 2025-10-18T19:29Z 41.5K followers, 6450 engagements


"$KURA - weekend takeaway now has its 2nd oncology asset- from the call today strategic considerations which was also called out by management on the call"  
[X Link](https://x.com/semodough/status/1979676731519938811) [@semodough](/creator/x/semodough) 2025-10-18T22:31Z 41.5K followers, 6645 engagements


"$AKRO Akero Therapeutics to be Acquired by Novo Nordisk for up to $XXX Billion - Akero Therapeutics Inc.m"  
[X Link](https://x.com/semodough/status/1976231317701316715) [@semodough](/creator/x/semodough) 2025-10-09T10:20Z 41.5K followers, 21.7K engagements


"$SLNO - new blurb by Guggenheim $SLNO model update - We expect a 3Q beat"  
[X Link](https://x.com/semodough/status/1979542304928215233) [@semodough](/creator/x/semodough) 2025-10-18T13:37Z 41.5K followers, 3510 engagements


"@Biohazard3737 $BBIO had about XX million short shares going into #JPM2025 - curious how that goes with more launch numbers expected & phase X catalysts into view"  
[X Link](https://x.com/semodough/status/1882528424671285622) [@semodough](/creator/x/semodough) 2025-01-23T20:38Z 41.5K followers, 9118 engagements


"Cantor $UTHR: This Should Be a $XXX Stock-Because IPF is now largely de-risked. The market is only giving UTHR credit for $2B in peak IPF sales when we think the true number is closer to $5B. fully believe this stock should trade with a 5-handle"  
[X Link](https://x.com/semodough/status/1965722232929534413) [@semodough](/creator/x/semodough) 2025-09-10T10:21Z 41.5K followers, 3845 engagements


"$RARE JPMORGAN Ultragenyx TOP IDEA - Scenario Tables & Thoughts Heading Into Final Setrusumab ORBIT & COSMIC Updates Analyst Focus List and are placing RARE shares on Positive Catalyst Watch ahead of the YE25 / early-2026 ORBIT / COSMIC updates. $MREO confidence in ultimate setrusumab clinical success is driven by: 1) mechanism of action longer follow up should result in increased bone mineral density (BMD) / quality of bone for setrusumab (applies to both ORBIT / COSMIC); 2) patient population enrolling more Type 3/4 patients who are known to fracture more and younger patients who had the"  
[X Link](https://x.com/semodough/status/1973720943202598983) [@semodough](/creator/x/semodough) 2025-10-02T12:05Z 41.5K followers, 10K engagements


"$LRMR Truist JOON Nomla's efficacy on mFARS looks numerically superior to LX2006's $LXEO at comparable time points Both LX2006's&nomla's FACOMS (NH control) show X point decline at XX month time point making cross-trial comparison reasonable in our view Nomla drove XXXX point improvement at month XX vs X point improvement for LX2006 LX2006 did show greater benefit at later timepoints and it would be interesting to compare with longer follow up of patients on nomlabofusp LX2006 will limit enrollment to FA patients with LVMI X STD above normal limiting addressable FA patients to XX% of the 5K"  
[X Link](https://x.com/semodough/status/1976004093026992472) [@semodough](/creator/x/semodough) 2025-10-08T19:17Z 41.5K followers, 10.2K engagements


"$SNY just another week of 23900 new scripts written this week of Duxipent $NKTR $CRVS"  
[X Link](https://x.com/semodough/status/1977095710706377089) [@semodough](/creator/x/semodough) 2025-10-11T19:35Z 41.5K followers, 11K engagements


"$KYMR LR Bottom Line:think XX% EASI change from baseline should support upside on KYMR's Ph 1b readout of KT-621 (STAT6 degrader) in atopic dermatitis (AD) this quarter. While we acknowledge the bar may be higher for some given the open-label trial design we think XX% is a reasonable bar to say that KT-621 is tracking in line with Dupixent at week 4"  
[X Link](https://x.com/semodough/status/1979543199023522106) [@semodough](/creator/x/semodough) 2025-10-18T13:40Z 41.5K followers, 2837 engagements


"$VKTX Couple nice nuggets from Bernstein - why we wait on $VKTX quiet period to end & hopefully some details with Bachem"  
[X Link](https://x.com/semodough/status/1873209185850331529) [@semodough](/creator/x/semodough) 2024-12-29T03:27Z 41.5K followers, 22.6K engagements


"$CTMX - Perceptive - Point72 - Baker -BVF - VIVO - Orbimed - money slide on $CTMX"  
[X Link](https://x.com/semodough/status/1958854702184931834) [@semodough](/creator/x/semodough) 2025-08-22T11:32Z 41.5K followers, 31K engagements


"Nice work on catalyst previews by LIFESCI $MRUS $IDYA $IMNM $ZYME"  
[X Link](https://x.com/semodough/status/1962148065327857920) [@semodough](/creator/x/semodough) 2025-08-31T13:38Z 41.5K followers, 11.5K engagements


"$TARS - looks like BofA raised 2026-& 2027 revenue numbers"  
[X Link](https://x.com/semodough/status/1976309578695573800) [@semodough](/creator/x/semodough) 2025-10-09T15:31Z 41.5K followers, 4752 engagements


"$SMMT Data for the Phase X HARMONi-6 trial will be presented as a late- breaker in the Presidential Symposium at the upcoming ESMO conference (Oct 17-21) in Berlin"  
[X Link](https://x.com/semodough/status/1976602755478487296) [@semodough](/creator/x/semodough) 2025-10-10T10:56Z 41.5K followers, 4144 engagements


"$BMY - nothing on catalyst page to get investors attention - neither does XXX billion early stage deal today - seriously BMY mgt"  
[X Link](https://x.com/semodough/status/1976619275281678799) [@semodough](/creator/x/semodough) 2025-10-10T12:02Z 41.5K followers, 15K engagements


"$GMAB Cowen expect Darzalex to meet/beat $3.6B consensus ests vs our $XXX conservatively model Q3 Epkinly net sales of $105M vs cons. $124M. Kesimpta should beat. Tepezza likely to be weak. Rybrevant should continue to grow well. Acasunlimab 2L+ NSCLC update on OS by YE25. Nov XX 2025 PDUFA for 2L+ FL and Ph3 1L/2L DLBCL"  
[X Link](https://x.com/semodough/status/1976637016801481084) [@semodough](/creator/x/semodough) 2025-10-10T13:12Z 41.5K followers, 2752 engagements


"$SLNO further evidence of Vykat XR's uptake including heavier-than-expected patients looking at FAERS data in other way -demonstrate that some treated patients have weighed as much as 148kg (326 lbs). Such patients would have annualized costs of treatment of $1.1MM. it is highly likely that the actual average monthly treatment cost in Q3 and beyond will exceed current estimates. From some recent Cowen comments"  
[X Link](https://x.com/semodough/status/1978464414127821062) [@semodough](/creator/x/semodough) 2025-10-15T14:14Z 41.5K followers, 6224 engagements


"$PTGX imho well said LR had several discussions on fate of $PTGX following press reports last week of M&A interest. PTGX has an intriguing problem of riches in that success for two late-stage programs makes PTGX a recipient of $1B/year in recurring royalty revenue in 2030's. Given this pretty unique predicament expect PTGX is evaluating best path forward for both shareholders&the wholly-owned pipeline"  
[X Link](https://x.com/semodough/status/1978523881854906796) [@semodough](/creator/x/semodough) 2025-10-15T18:10Z 41.5K followers, 7527 engagements


"$GNPX - down XX% all ready"  
[X Link](https://x.com/semodough/status/1978858382179049798) [@semodough](/creator/x/semodough) 2025-10-16T16:19Z 41.5K followers, 5513 engagements


"$KRYS BofA PT $XXX from $XXX there is still upside potential from both Vyjuvek and the pipeline. msee post-2Q fears abating from recent management commentary and long-term upside from US trajectory and ex-US launches. think near-term data from KB801 KB803 and KB407 could be value unlocking events from the pipeline"  
[X Link](https://x.com/semodough/status/1979121823603147069) [@semodough](/creator/x/semodough) 2025-10-17T09:46Z 41.5K followers, 4026 engagements


"$IRON catalysts: Late Nov./Early Dec. 2025: FDA decision on Priority Review for bitopertin in EPP/XLP 4Q25: First results from Ph X RALLY-MF of DISC-0974 (HJV mAb) in anemia of MF 4Q25: Ph X MAD data for DISC-0974 (HJV mAb) in anemia of NDD-CKD"  
[X Link](https://x.com/semodough/status/1979540386545574201) [@semodough](/creator/x/semodough) 2025-10-18T13:29Z 41.5K followers, 2210 engagements


"$RAPT Therapeutics to Report Topline Data from Phase X Clinical Trial of RPT904 in Chronic Spontaneous Urticaria (CSU) premarket press release and webcast on Monday October XX 2025"  
[X Link](https://x.com/semodough/status/1979953867488973266) [@semodough](/creator/x/semodough) 2025-10-19T16:52Z 41.5K followers, 5683 engagements


"$RAPT - nice recovery as XX months ago $RAPT was left for dead RAPT announced a full clinical hold on the ongoing atopic dermatitis and asthma trials for its lead inflammation drug called zelnecirnon (RPT193 oral CCR4 antagonist) after a liver failure event in ONE patient. - congrats to ones who relooked I did not"  
[X Link](https://x.com/semodough/status/1980257318702023084) [@semodough](/creator/x/semodough) 2025-10-20T12:58Z 41.5K followers, 4320 engagements


"$SLNO Vykat XR Prescription Vaulting: Weekly TRx Tracker Cowen 😃"  
[X Link](https://x.com/semodough/status/1980278783107026968) [@semodough](/creator/x/semodough) 2025-10-20T14:23Z 41.5K followers, 13.4K engagements


"MS $IOBT given totality of the data there may be potential to file a BLA by YE25 which would set up a possible approval in 2026 but acknowledge the narrow miss on the primary endpoint may increase regulatory risk. As such view clarity on the path forward with the FDA as next key catalyst"  
[X Link](https://x.com/semodough/status/1957110147412619601) [@semodough](/creator/x/semodough) 2025-08-17T15:59Z 41.5K followers, 5650 engagements


"$TGTX - remains undervalued going forward - Cowen said this on DEC 2024 - $TGTX will ultimately capture XX% of new patients - $TGTX all ready 1/3 of new patients - Longterm numbers only going up - above numbers not including subq Contributions"  
[X Link](https://x.com/semodough/status/1969469349657186570) [@semodough](/creator/x/semodough) 2025-09-20T18:30Z 41.5K followers, 15.9K engagements


"$SLNO - even WF who had the one KOL who was not as enthusiastic still says SLNO) Investment Thesisbelieve Street's near-term estimates for VYKAT XR are too conservative and the current stock price doesn't reflect its likely tail value despite future generic entry/competition. Target Price Valuation for SLNO: $123.00"  
[X Link](https://x.com/semodough/status/1974486228335464512) [@semodough](/creator/x/semodough) 2025-10-04T14:46Z 41.5K followers, 14.5K engagements


"$SLNO - look at ramp - Cowen May be even steeper then piper - - good ramp-low cost structure- profits =higher stock price"  
[X Link](https://x.com/semodough/status/1974486939446264155) [@semodough](/creator/x/semodough) 2025-10-04T14:49Z 41.5K followers, 19.9K engagements


"$PTGX LIFESCI Icotrokinra continues to impress. JNJ/PTGX released topline data from ANTHEM-UC in a press release last March (LINK) reporting surprising efficacy that was on par (or numerically better) than on-label clinical remission rates with approved injectable IL-23p19 inhibitors"  
[X Link](https://x.com/semodough/status/1976219445774196887) [@semodough](/creator/x/semodough) 2025-10-09T09:33Z 41.5K followers, 21.8K engagements


"$LQDA bofa LQDA US Rating: BUY (C-1-9) PO: XXXXX USD raised 2026&2027 revenue numbers today"  
[X Link](https://x.com/semodough/status/1976305136612843528) [@semodough](/creator/x/semodough) 2025-10-09T15:13Z 41.5K followers, 7598 engagements


"$VKTX latest short interest"  
[X Link](https://x.com/semodough/status/1976400615799669065) [@semodough](/creator/x/semodough) 2025-10-09T21:33Z 41.5K followers, 19.5K engagements


"$LQDA short interest"  
[X Link](https://x.com/semodough/status/1976403726337442164) [@semodough](/creator/x/semodough) 2025-10-09T21:45Z 41.5K followers, 7166 engagements


"$PTGX - how appropriate $PTGX put out new slide deck yesterday"  
[X Link](https://x.com/semodough/status/1976832897513590826) [@semodough](/creator/x/semodough) 2025-10-11T02:11Z 41.5K followers, 3419 engagements


"$PTGX - seriously whats PTGX pipeline & Oral peptide discovery research worth - one of nicest catalyst pages you see in Biotech"  
[X Link](https://x.com/semodough/status/1976833535937069360) [@semodough](/creator/x/semodough) 2025-10-11T02:13Z 41.5K followers, 17.3K engagements


"@AnotherBio Did not see this til now well done on $PTGX"  
[X Link](https://x.com/semodough/status/1976846699063918960) [@semodough](/creator/x/semodough) 2025-10-11T03:05Z 41.5K followers, XXX engagements


"$XBI Cantor/Biotechnology: BioBUZZ - Generalists On The Scene continued its steady and rapid ascentoutpacing the S&P500 again this week (+0.9 vs -2.7%). We've seen an increasing number of non-healthcare specialists looking for ways to participate"  
[X Link](https://x.com/semodough/status/1977084325456904555) [@semodough](/creator/x/semodough) 2025-10-11T18:50Z 41.5K followers, 7888 engagements


"$SLNO - newest board member Prior to joining the Soleno Board Mr. Hahn served as Chief Financial Officer of Verona Pharma PLC through the phase X program and launch of its first approved product from March 2020 until its acquisition by Merck & Co. Inc. for approximately $XX billion in October 2025"  
[X Link](https://x.com/semodough/status/1977711054655295992) [@semodough](/creator/x/semodough) 2025-10-13T12:20Z 41.5K followers, 27.5K engagements


"@seedy19tron $SLNO - got involved with SLNO for the Launch & what I assumed quick to profitability but does make sense $SLNO could be easy Bolt on deal for someone as it should be almost immediately accretive to bottomline"  
[X Link](https://x.com/semodough/status/1977713637700534484) [@semodough](/creator/x/semodough) 2025-10-13T12:30Z 41.5K followers, 1725 engagements


"$SLNO polled XX endocrinologists who collectively manage XXX patients&have prescribed VYKAT XR: (1) XX% of eligible patients i.e. XXX patients with hyperphagia are already on VYKAT XR up from XX% in our last survey on Aug XX with a comparable sample size; (2) AEs potentially resulting in hospitalization remain rare and most hospitalizations in this patient population are deemed unrelated to VYKAT XR by physicians; (3) responding physicians indicate that XX% of patients on VYKAT XR received their first prescription in 3Q suggesting a substantial increase in new starts from the XXX reported by"  
[X Link](https://x.com/semodough/status/1977885822541062276) [@semodough](/creator/x/semodough) 2025-10-13T23:55Z 41.5K followers, 15.1K engagements


"$NKTR $CRVS another reminder of just how large market opportunity is estimated XX million atopic dermatitis patients in G7 countries and according to Evaluate Pharma market is expected to reach $28bn in sales in 2030. For patients with moderate to severe atopic dermatitis biologic Dupixent is standard of care but up to XX% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) while effective have black box warnings and monitoring requirements. We believe that an oral molecule that is safe and has a differentiated clinical profile can be a valuable addition to the"  
[X Link](https://x.com/semodough/status/1978788480185495660) [@semodough](/creator/x/semodough) 2025-10-16T11:41Z 41.5K followers, 20.5K engagements


"$NKTR $CRVS another reminder- worth repeating on Dupixent $28bn in sales in 2030. but up to XX% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market"  
[X Link](https://x.com/semodough/status/1978789291238064324) [@semodough](/creator/x/semodough) 2025-10-16T11:45Z 41.5K followers, 17.8K engagements


"$PTGX Citi all about ICO & RUFA - royalty stream also points out $PTGX best in class Oral-Peptide platform - imho lots of optionally for PTGX - Nov XX next earnings should be interesting - also they should speak at Jefferies if they dont cancel 🤷♂"  
[X Link](https://x.com/semodough/status/1979204701791863023) [@semodough](/creator/x/semodough) 2025-10-17T15:15Z 41.5K followers, 5527 engagements


"$RVMD OPPY PT$75 RVMD is still evaluating impact of voucher is not adjusting any timelines as of now think daraxonrasib's first approval in 2L PDAC could come as early as mid-2026 based on the CNPV. Bottom line we're encouraged by the update and think the voucher may further extend RVMD's position in PDAC and potentially other tumors as well"  
[X Link](https://x.com/semodough/status/1979677521651044578) [@semodough](/creator/x/semodough) 2025-10-18T22:34Z 41.5K followers, 5291 engagements


"$EXEL presented detailed Ph3 data on zanza CRC at ESMO - as expected data fell short vs current standard of care Lonsurf/bev BofA see a potential role for zanza in CRC but more niche than our prior assumptions. Thus lower zanza forecast and PT to $XX reiterate Neutral: while '303 met the primary endpoint upside requires longer-dated Ph3 readouts in other tumor settings"  
[X Link](https://x.com/semodough/status/1980263481183260983) [@semodough](/creator/x/semodough) 2025-10-20T13:23Z 41.5K followers, 3160 engagements


"$SLNO Per data through 10/17 XXX Symphony TRx's were reported during Q3 (+217% Q/Q). Should be noted which likely under-represents actuals @seedy19tron @MBbiotech"  
[X Link](https://x.com/semodough/status/1980281311995797908) [@semodough](/creator/x/semodough) 2025-10-20T14:33Z 41.5K followers, 45.1K engagements


"@MMMTwealth @zipjet $HROW couple quarters of strong execution & stock will be much higher then it is today"  
[X Link](https://x.com/semodough/status/1980355107427610960) [@semodough](/creator/x/semodough) 2025-10-20T19:27Z 41.5K followers, 1203 engagements


"$AZN - another X Billion Strong Phase III Datroway (AZN/Daiichi) data support TNBC opportunity. Enhertu (AZN/Daiichi) safety/efficacy in adjuvant BC should fuel adoption"  
[X Link](https://x.com/semodough/status/1980452468661317798) [@semodough](/creator/x/semodough) 2025-10-21T01:53Z 41.5K followers, 3474 engagements


"$EXEL WF think Street's $900MM rev est in CRC for 2035 will need to come down materially &sentiment on zanza is likely to get more negative given: STELLAR-303's underwhelming data"  
[X Link](https://x.com/semodough/status/1980588081494507854) [@semodough](/creator/x/semodough) 2025-10-21T10:52Z 41.5K followers, 5049 engagements


"$VKTX Viking Therapeutics Announces Initiation of VK2735 Maintenance Dosing Clinical Trial in Patients with Obesity - Oct XX 2025"  
[X Link](https://x.com/semodough/status/1980592877269836220) [@semodough](/creator/x/semodough) 2025-10-21T11:11Z 41.5K followers, 14K engagements


"$VKTX Study to Explore Maintenance Dosing Regimens Following Initial Weight Loss with VK2735 Monthly Subcutaneous Weekly Oral and Daily Oral Regimens to be Evaluated"  
[X Link](https://x.com/semodough/status/1980592965954437353) [@semodough](/creator/x/semodough) 2025-10-21T11:12Z 41.5K followers, 5173 engagements


"$LQDA #CHEST2025 slides October XX 2025 PRESENTATION Kolaitis N. A. Safety and Exploratory Efficacy Data of LIQ861 DPI Treprostinil in PH-ILD: ASCENT to Week XX. CHEST Annual Meeting Chicago IL"  
[X Link](https://x.com/semodough/status/1980722995925774693) [@semodough](/creator/x/semodough) 2025-10-21T19:48Z 41.5K followers, 9736 engagements


"$LQDA Liquidia Corporation R&D Day Oct XX 2025 2:00 PM EDT Listen to webcast"  
[X Link](https://x.com/semodough/status/1980723518951072032) [@semodough](/creator/x/semodough) 2025-10-21T19:51Z 41.5K followers, 4783 engagements