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

dough posts on X about $bbio, $alny, $cldx, $pfe the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXXX +220%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +47%

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

- X Month XXX -XX%
- X Months XXXXX -XXXX%
- X Year XXXXX +145%

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

- X Week XXXXXX +0.27%
- X Month XXXXXX +0.78%
- X Months XXXXXX +3.30%
- X Year XXXXXX +7.30%

### 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)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[$bbio](/topic/$bbio) 6.2%, [$alny](/topic/$alny) 3.28%, [$cldx](/topic/$cldx) 2.19%, [$pfe](/topic/$pfe) 2.19%, [$vktx](/topic/$vktx) #6, [$xbi](/topic/$xbi) 2.19%, [$crvs](/topic/$crvs) 1.82%, [$lly](/topic/$lly) 1.82%, [$regn](/topic/$regn) 1.09%, [$asnd](/topic/$asnd) XXXX%

**Top accounts mentioned or mentioned by**
[@hothomaswphelps](/creator/undefined) [@omillionaires](/creator/undefined) [@stocksdd](/creator/undefined) [@bios_n_techs](/creator/undefined) [@sentivcapital](/creator/undefined) [@brianskorney](/creator/undefined) [@biohazard3737](/creator/undefined) [@gantosj](/creator/undefined) [@finformer_net](/creator/undefined) [@almightyzeeza](/creator/undefined) [@financebully](/creator/undefined) [@grok](/creator/undefined) [@amaymd](/creator/undefined) [@msollender](/creator/undefined) [@joserestonva](/creator/undefined) [@jfais20](/creator/undefined) [@mtheory11bio](/creator/undefined) [@pharmdca](/creator/undefined) [@craigster771](/creator/undefined) [@nomlastew](/creator/undefined)

**Top assets mentioned**
[BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Pfizer, Inc. (PFE)](/topic/$pfe) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Bitcoin Incognito (XBI)](/topic/$xbi) [Eli Lilly and Company (LLY)](/topic/$lly) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Amgen, Inc. (AMGN)](/topic/$amgn) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [SuperRare (RARE)](/topic/$rare) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novo-Nordisk (NVO)](/topic/$nvo) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [United Community Banks, Inc. (UCB)](/topic/$ucb) [Exelixis Inc (EXEL)](/topic/$exel) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Vertex Protocol (VRTX)](/topic/$vrtx) [Viking Holdings Ltd (VIK)](/topic/$vik) [Centene Corp (CNC)](/topic/$cnc) [UnitedHealth Group (UNH)](/topic/$unh) [Incyte Corporation (INCY)](/topic/$incy) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [AstraZeneca PLC (AZN)](/topic/$azn) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Phemex Token (PT)](/topic/$pt) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Insmed, Inc. (INSM)](/topic/$insm) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx)
### Top Social Posts [#](/creator/twitter::3426014292/posts)
---
Top posts by engagements in the last XX hours

"$CLDX Celldex Presents Unprecedented XX Week Results from Barzolvolimab Phase X Study in Chronic Spontaneous Urticaria at EAACI Congress 2025 - Celldex Therapeutics"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1933284597355155904) 2025-06-12 22:05:41 UTC 40.2K followers, 10.6K engagements


"MS nice slide on upcoming FDA events $APLS $ASND $REGN $INCY $RARE $BHVN"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942938333253869899) 2025-07-09 13:26:11 UTC 40.2K followers, 5346 engagements


"$CLDX Celldex Announces Barzolvolimab Met All Primary and Secondary Endpoints with High Statistical Significance in Positive Phase X Study in Chronic Inducible Urticaria Celldex Therapeutics"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1850314976281661891) 2024-10-26 23:14:02 UTC 40.2K followers, 17.9K engagements


"Mizuho $CRVS Corvus Pharmaceuticals (CRVS) stock remains "undervalued and compelling" compared with peers like Apogee Therapeutics $APGE whose latest data on its experimental atopic dermatitis drug APG777 failed to impress Mizuho Securities said in a note Tuesday"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942629290195157220) 2025-07-08 16:58:09 UTC 40.2K followers, 6296 engagements


"$ABVX $XXX million Mcap XXX million cash. XXX million debt Conference call today"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947754732614746604) 2025-07-22 20:24:50 UTC 40.2K followers, 6444 engagements


"Cowen $BBIO Reports 8/5 est Q2 Attruby revenue of $65Mwhich is in line with consensus but could be conservative based on our prescription analysis.steady new patient start growth a XX% decrease in filled/paid conversion rate vs. Q1 a XX% monthly drop-offa XX% compliance rate"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948079434621440502) 2025-07-23 17:55:05 UTC 40.2K followers, 2828 engagements


"Cantor #Biotechnology: TTR-CM & HCM KOL Webinar Highlights $PFE $BBIO $ALNY hosted a leading cardiomyopathy expert His center follows XXX patients - diagnoses about 10-15 patients per month and gets about 2x that number of referrals"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942406675475972462) 2025-07-08 02:13:34 UTC 40.2K followers, 13.4K engagements


"$ABVX Congrats to few #Biotech funds who owned $ABVX going into data"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947787401679798670) 2025-07-22 22:34:39 UTC 40.2K followers, 20.8K engagements


"Not sure $BBIO should be red today - very significant find going forward for $BBIO launch"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942226915349139855) 2025-07-07 14:19:16 UTC 40.2K followers, 7534 engagements


"$LQDA todays Bloomberg scripts of XXX which usually always under reports - showing $LQDA off to good start on its launch - likely new highs incoming soon for this #Biotech & strong launch"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948188374306631799) 2025-07-24 01:07:58 UTC 40.2K followers, 14.1K engagements


"$GOOGL XXXX Billion in revenue in X months 😳😳"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948118036726309274) 2025-07-23 20:28:28 UTC 40.2K followers, 5356 engagements


"Baird - $LRMR outperform PT $XX $DNLI outperform $PT 29"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948698905782182157) 2025-07-25 10:56:38 UTC 40.2K followers, 3162 engagements


"Cantor $LLY worth highlighting this as the first week Mournjaros TRx surpassed Ozempic (596k vs 551k). $NVO"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943641766747365840) 2025-07-11 12:01:22 UTC 40.2K followers, 5735 engagements


"$PFE $BBIO good overview from MS today - also I reposted blurb from last year by Salim"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947672285365645639) 2025-07-22 14:57:13 UTC 40.2K followers, 12.7K engagements


"Cantor $VKTX CEO for Virtual Fireside August 5th - Steven Seedhouse Exquisite timing for this conversation if I do say so myself given the upcoming Phase X oral VK2735 (GLP-1/GIP) data (2H25 guidance)"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948723700993302813) 2025-07-25 12:35:10 UTC 40.2K followers, 5704 engagements


"Cana $CLDX believe the data release could create a buying opportunity for investors. remain bullish on shares of CLDX and reiterate our $XX 12-month PT. Why are the 76-week data worth attention"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1933288175121621136) 2025-06-12 22:19:54 UTC 40.2K followers, 8900 engagements


"$TRIL needed help/partner Badly for years #CD47 is to big to go it alone. $FTSV $ALXO was getting way ahead of tril. Imho what $TRIL Ceo did after X years on brink of disaster/extinction is phenomenal one many of wont forget I will be happy to except my 18.50&will move on.❀"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1429884758444711949) 2021-08-23 19:14:27 UTC 40.2K followers, XX engagements


"$BBIO $ALNY $PFE. - Josh Schimmer XX min mark asked whats he thinks 3-4 years out market share split would be - $BBIO XX% $ALNY XX% $PFE 20-25-% - models continue to be to conservative on $BBIO"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942415547246792884) 2025-07-08 02:48:49 UTC 40.2K followers, 6361 engagements


"Cowen $XBI #Biotechs On favorable side (1) biotech sales should get a boost from U.S. price hikes taken early in year (2) Q2 tends to exhibit favorable seasonal trends (3) dollar weakened vs. most major currencies creating a tailwind for those companies with ex-U.S. revenue"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948192090334089709) 2025-07-24 01:22:44 UTC 40.2K followers, 4443 engagements


"Cantor $ARWR Chris Anzalone (CEO) will also be joining the webinar "Let's Do More Cardio" Cantor Cardio Series - Webinar with Arrowhead (ARWR) Date and Time (ET): Wednesday July 23th - X PM ET"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947975609780441457) 2025-07-23 11:02:31 UTC 40.2K followers, 2741 engagements


"BofA $ALNY survey with XX cardiologists treating 3150 ATTR-CM patients to better understand initial dynamics of the Amvuttra launch.respondents indicated they have written XXX scripts since launch with a 50/50 split for newly diagnosed and switch patients"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943629238386532837) 2025-07-11 11:11:35 UTC 40.2K followers, 9893 engagements


"$CLDX $JSPR - both drugs are pipelines within there self both going after X indications"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1933904591927837000) 2025-06-14 15:09:19 UTC 40.2K followers, 4416 engagements


"$NVO Ozempic TRx and NRx were -XXX% and -X% w/w respectively with TRx ending the week at 589k vs. the prior week's 591k Wegovy TRx and NRx were +0.5% and +0.5% w/w respectively with TRx ending the week at 229k vs. the prior week's 228k"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1938560717663133948) 2025-06-27 11:31:06 UTC 40.2K followers, 4388 engagements


"$LQDA - another #BIOTECH - in which Launch going better then expected - pretty high short interest here"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948036657791320439) 2025-07-23 15:05:06 UTC 40.2K followers, 6889 engagements


"These new ORAL MOA - that have injectable like efficacy & better safety - especially in huge markets should be rewarded Compared to the injectables $ABVX $PTGX $NKTR $VKTX $BBIO $CRVS"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948030494794498122) 2025-07-23 14:40:37 UTC 40.2K followers, 8487 engagements


"$XBI #Biotechs TD Cowen's top ideas for Q3:25 performance include $NBIX $BBIO $UCB $RAPP ACAD $URGN and ONC. Companies we believe are most likely to post Q2 sales/earnings in excess of consensus include $ADAP $AMGN $ARGX $ARQT $ASND $BBIO $EXEL $GILD $IMCR $MDGL"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948191605061468544) 2025-07-24 01:20:48 UTC 40.2K followers, 8485 engagements


"RBC 2Q25 Biotech Earnings Preview: #Biotech $XBI $ALNY $AMGN $RARE $INSM $SRPT"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942337019734069613) 2025-07-07 21:36:47 UTC 40.2K followers, 5674 engagements


"Hey Brian. $VRTX Up XX bucks. Today $SRPT home run. $ABLX. How bout X more pics. Come on now πŸ€”πŸ‘Š. If you need help I have few in mind 😜. Seriously -Nicely done my friend - πŸ’°πŸ’°"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1012787117561401344) 2018-06-29 19:57:20 UTC 40.2K followers, XX engagements


"$SLDB Solid Biosciences Receives FDA Fast Track Designation for SGT-501 First-in-Class Gene Therapy for Catecholaminergic Polymorphic Ventricular Tachycardia (CPVT) Solid Biosciences Inc"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947991234502389889) 2025-07-23 12:04:36 UTC 40.2K followers, 4345 engagements


"Roche slowly finding out they really dont have great horse in obesity race $LLY $VKTX"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948497425833841100) 2025-07-24 21:36:02 UTC 40.2K followers, 24.3K engagements


"LR $ATYR BUY PT XX ATYR announced last patient visit has been completed in the Ph X EFZO-FIT study of efzofitimod in pulmonary sarcoidosis. The readout is expected 3Q25 though $ATYR mgmt. provided more insight on readout timing in our recent meetings which points to roughly early September"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948437888103809528) 2025-07-24 17:39:27 UTC 40.2K followers, 5085 engagements


"Seriously wonder if roche is considering dropping CT-388 also - tolerance is not good"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948499590035972313) 2025-07-24 21:44:38 UTC 40.2K followers, 8077 engagements


"Recently LIFESCI comments on $LQDA launch"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948190101810356331) 2025-07-24 01:14:50 UTC 40.2K followers, 8510 engagements


"$DYMD interesting name in sports Getting attention tonight $DKNG"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1336460673216376834) 2020-12-09 00:00:29 UTC 40.2K followers, XX engagements


"$XBI biotech sentiment & #BIOTECH Launches going well - $AXSM $VRNA $ITCI $BBIO $MDGL $TGTX -others as well"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942904821344035109) 2025-07-09 11:13:01 UTC 40.2K followers, 5936 engagements


"$GOOGL XXX BILLION in net income per year - - not easy to digest what achievement that is"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948725022270300412) 2025-07-25 12:40:25 UTC 40.2K followers, 4519 engagements


"22 #Biotech names $XBI from MS trading below Cash $PRME $ARVN $VIR $SAGE $BCYC"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1934634709599850776) 2025-06-16 15:30:33 UTC 40.2K followers, 6520 engagements


"Piper $XBI investors seem more focused on companies with near-term catalysts. For 2H highlight following with data/PDUFA catalysts: $ACLX $APLS $BBIO $CMPX $CNTA $CRBP $LENZ $NRIX $SLDB $VKTX. Top X names that we have been getting inbounds are: $BBIO $OCUL $SRPT"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1939332377429365077) 2025-06-29 14:37:24 UTC 40.2K followers, 4701 engagements


"Piper $BMRN $INZY deal as a smart growth opportunity for $BMRN potential for future upside currently model $470M in WW FY30 revenue for INZ-701 solely in ENPP1 deficiency. BMRN indicated that INZ-701 represents a peak revenue opportunity of $400M- $600M by mid-2030s"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1924120570246894045) 2025-05-18 15:11:07 UTC 40.2K followers, 4647 engagements


"$BBIO BridgeBio Pharma Inc. - Novel Human Genetics Evidence Confirms Estimates of Genetic Prevalence Underdiagnosis and Potentially Greater Symptom Burden of Gain-of-Function CASR Variants Associated with ADH1"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947989106392195265) 2025-07-23 11:56:09 UTC 40.2K followers, 2668 engagements


"$VKTX Viking Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update - Jul XX 2025"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948112309701754916) 2025-07-23 20:05:43 UTC 40.2K followers, 26.9K engagements


"Baird $VRTX expect lion's share of focus to be on the developing commercial opportunity for Journavx in acute pain. Scripts haven't looked bad but it is tough to read with the free product program and the NRx flattening that has occurred XX weeks into launch is not encouraging"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947972073613148627) 2025-07-23 10:48:28 UTC 40.2K followers, 2706 engagements


"BofA $NKE BUY Inventory cleanup nearly over Nike has taken aggressive steps to clean inventory out of channel through markdowns&inventory repurchase agreements.continue to build confidence in inventory cleanup efforts coming to an end-expect a return to growth in 2H26"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948018370701656180) 2025-07-23 13:52:26 UTC 40.2K followers, 2203 engagements


"@GantosJ mgt did note lab abnormalities including a transient decline in platelet count that was managed -assume is intervention with Soliris per $SDLB previous resolution of their clinical hold. Though platelet count did resolve occurrence of this adverse event is a bit troublesome"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1062403552654581760) 2018-11-13 17:55:20 UTC 40.2K followers, XX engagements


"$DYN Dyne Therapeutics to Host Investor Conference Call and Webcast to Provide Update on DYNE-101 for Myotonic Dystrophy Type X Tomorrow Tuesday June XX at 8:00 a.m. ET Dyne Therapeutics Inc"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1934704875897802852) 2025-06-16 20:09:22 UTC 40.2K followers, 6600 engagements


"CITI $APGE Some investors have raised concerns around conjunctivitis rates of about XX% but the firm notes that this rate is comparable to the rates seen with Dupixent both in Phase 2b and in real world evidence. $CRVS 0%"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942333407499088002) 2025-07-07 21:22:25 UTC 40.2K followers, 8786 engagements


"$CNC $UNH - extreme sentiment early premarket - $CNC future guidance ongoing call now giving hope worst is behind $CNC $UNH now both almost green in premarket -"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948723236943937937) 2025-07-25 12:33:19 UTC 40.2K followers, 6268 engagements


"$ORIC XXX million Financing led by SR One and includes participation from new and existing investors including Point72 Viking Global Investors Venrock Healthcare Capital Partners New Enterprise Associates (NEA) Nextech Vivo Capital and NEXTBio Capital"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1927820041946362115) 2025-05-28 20:11:29 UTC 40.2K followers, 9008 engagements


"No idea why anyone or funds owns $INTC - NOT sure they know what direction their going No dividend - only cuts every quarter. Own the leaders $NVDA $AMD"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948721709323887091) 2025-07-25 12:27:15 UTC 40.2K followers, 3303 engagements


"Cantor $ARWR On the cardio-metabolic pipeline ARWR made a compelling case for plozasiran's (APOC3 siRNA) differentiation (efficacy safety and dosing) compared to olezarsen (APOC3 ASO IONS) and nuances to look for when P3 SHTG trials for olezarsen read out in 3Q25"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948343991545507958) 2025-07-24 11:26:20 UTC 40.2K followers, 3190 engagements


"$BBIO - look closely at $ALNY survey - bullish $BBIO launch continues - also XX% of TAF patients progressing - 50/50 split between $ALNY $BBIO"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943629747587563636) 2025-07-11 11:13:37 UTC 40.2K followers, 5363 engagements


"$BBIO - just finished reading WF survey on $ALNY $BBIO - read many $ALNY $BBIO reports over last year but this may be most bullish I read on $BBIO reports over- nicely done"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1939871041041453553) 2025-07-01 02:17:51 UTC 40.2K followers, 9251 engagements


"$OSCR - yesterday Jefferies - today WF. - after $UNH $MOH $CNC Definitely some caution warranted on $OSCR"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943635875973198111) 2025-07-11 11:37:58 UTC 40.2K followers, 8551 engagements


"$BBIO XX million remain short into next launch update in few weeks & X data readouts pending"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948497082672714044) 2025-07-24 21:34:40 UTC 40.2K followers, 5240 engagements


"$CRVS NO conjunctivitis in PTCL or AD that I seen $APGE $REGN"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942222489100095742) 2025-07-07 14:01:40 UTC 40.2K followers, 14.5K engagements


"$CRVS - ORAL - convenient effective & safe novel MOA can be worth😎"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948028617365074219) 2025-07-23 14:33:09 UTC 40.2K followers, 11.7K engagements


"GUGG $CLDX Takeaways from Our Expert Call on Indolent Systemic Mastocytosis and Chronic Urticaria -potential to induce durable remission would be a game changer could lead to front-line usage despite safety concerns with MoA;novel oral MoAs including MRGPRX2 inhibitor"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1936814145279840570) 2025-06-22 15:50:51 UTC 40.2K followers, 4742 engagements


"$CLDX - clear leader- winner with $JSPR debacle - major dilution coming there - if and only if they can get there crap together - sure $JSPR rebounded some after it lost what XX% of its value - much better biotechs to be in & mgt teams"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942627460610220199) 2025-07-08 16:50:53 UTC 40.2K followers, 9911 engagements


"Baml $ACAD Raising PT XX from XX Nuplazid beats consensus ($110mn vs $103mn)mgmt. raises lower end of guidance ($430mn-$450mn)early 3Q specialty pharma channel new Rx trends have returned to pre-COVID levels DRP PDUFA April 3rd significantly expand pimavanserin potential market"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1291192291680542721) 2020-08-06 02:00:06 UTC 40.2K followers, XX engagements


"For new patientshe's putting about XX% on $BBIO Attruby 20-25% $PFE tafamidis &20% on $ALNY Amvuttra-lagging a little as its newest option. He is switching up to 30-40% of tafamidis patients (primarily ones who continue to progress) roughly 3/4 of these have been put on Attruby"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942407245536334238) 2025-07-08 02:15:50 UTC 40.2K followers, 16.6K engagements


"BofA $JANX clinical validation is likely necessary for investor buy-in early data looks compelling and adds another leg to Janux's story. maintain Buy and $XX PTwith Janux having sufficient cash ($1B) to support JANX007 interim pivotal data JANX008 phase 1b data and human proof of concept for all assets announced today"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948690579967078690) 2025-07-25 10:23:33 UTC 40.2K followers, 4808 engagements


"Cantor #Biotechnology: KOL Call Highlights KOL was part of the Ph1/2 trial (LINK to publication) and is an investigator in the ongoing Ph3 for efzofitimod (Efzo). - $ATYR Pulmonary Sarcoidosis & Cough - nicely done call & summary"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1945798258598498622) 2025-07-17 10:50:30 UTC 40.2K followers, 4823 engagements


"BofA $LLY No substantial changes to our long-term Mounjaro/Zepbound/orforglipron/retatrutide forecasts (arguably LLY's most important products). price objective remains $1000 based on an unchanged target P/E multiple of 43x applied to our updated "underlying" 2025E EPS"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942900187506364821) 2025-07-09 10:54:36 UTC 40.2K followers, 3079 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@semodough Avatar @semodough dough

dough posts on X about $bbio, $alny, $cldx, $pfe the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXXX +220%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX -XXXX%
  • X Year XXXXXXXXXX +47%

Mentions: XX #

Mentions Line Chart

  • X Month XXX -XX%
  • X Months XXXXX -XXXX%
  • X Year XXXXX +145%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.27%
  • X Month XXXXXX +0.78%
  • X Months XXXXXX +3.30%
  • X Year XXXXXX +7.30%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% currencies XXXX% fashion brands XXXX% vc firms XXXX%

Social topic influence $bbio 6.2%, $alny 3.28%, $cldx 2.19%, $pfe 2.19%, $vktx #6, $xbi 2.19%, $crvs 1.82%, $lly 1.82%, $regn 1.09%, $asnd XXXX%

Top accounts mentioned or mentioned by @hothomaswphelps @omillionaires @stocksdd @bios_n_techs @sentivcapital @brianskorney @biohazard3737 @gantosj @finformer_net @almightyzeeza @financebully @grok @amaymd @msollender @joserestonva @jfais20 @mtheory11bio @pharmdca @craigster771 @nomlastew

Top assets mentioned BridgeBio Pharma, Inc. Common Stock (BBIO) Alnylam Pharmaceuticals, Inc. (ALNY) Celldex Therapeutics, Inc (CLDX) Pfizer, Inc. (PFE) Viking Therapeutics, Inc (VKTX) Bitcoin Incognito (XBI) Eli Lilly and Company (LLY) Regeneron Pharmaceuticals Inc (REGN) Apogee Therapeutics, Inc. Common Stock (APGE) Amgen, Inc. (AMGN) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Sarepta Therapeutics, Inc. (SRPT) SuperRare (RARE) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) Janux Therapeutics, Inc. Common Stock (JANX) Gilead Sciences, Inc. (GILD) Neurocrine Biosciences, Inc. (NBIX) United Community Banks, Inc. (UCB) Exelixis Inc (EXEL) Arrowhead Research Corporation (ARWR) Vertex Protocol (VRTX) Viking Holdings Ltd (VIK) Centene Corp (CNC) UnitedHealth Group (UNH) Incyte Corporation (INCY) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Blueprint Medicines Corporation (BPMC) AstraZeneca PLC (AZN) United Therapeutics, Corp. (UTHR) Denali Therapeutics Inc. Common Stock (DNLI) Phemex Token (PT) Protagonist Therapeutics, Inc (PTGX) Insmed, Inc. (INSM) DraftKings Inc. Class A Common Stock (DKNG) Axsome Therapeutics, Inc (AXSM) Intra-Cellular Therapies Inc. (ITCI) TG Therapeutics, Inc. (TGTX)

Top Social Posts #


Top posts by engagements in the last XX hours

"$CLDX Celldex Presents Unprecedented XX Week Results from Barzolvolimab Phase X Study in Chronic Spontaneous Urticaria at EAACI Congress 2025 - Celldex Therapeutics"
@semodough Avatar @semodough on X 2025-06-12 22:05:41 UTC 40.2K followers, 10.6K engagements

"MS nice slide on upcoming FDA events $APLS $ASND $REGN $INCY $RARE $BHVN"
@semodough Avatar @semodough on X 2025-07-09 13:26:11 UTC 40.2K followers, 5346 engagements

"$CLDX Celldex Announces Barzolvolimab Met All Primary and Secondary Endpoints with High Statistical Significance in Positive Phase X Study in Chronic Inducible Urticaria Celldex Therapeutics"
@semodough Avatar @semodough on X 2024-10-26 23:14:02 UTC 40.2K followers, 17.9K engagements

"Mizuho $CRVS Corvus Pharmaceuticals (CRVS) stock remains "undervalued and compelling" compared with peers like Apogee Therapeutics $APGE whose latest data on its experimental atopic dermatitis drug APG777 failed to impress Mizuho Securities said in a note Tuesday"
@semodough Avatar @semodough on X 2025-07-08 16:58:09 UTC 40.2K followers, 6296 engagements

"$ABVX $XXX million Mcap XXX million cash. XXX million debt Conference call today"
@semodough Avatar @semodough on X 2025-07-22 20:24:50 UTC 40.2K followers, 6444 engagements

"Cowen $BBIO Reports 8/5 est Q2 Attruby revenue of $65Mwhich is in line with consensus but could be conservative based on our prescription analysis.steady new patient start growth a XX% decrease in filled/paid conversion rate vs. Q1 a XX% monthly drop-offa XX% compliance rate"
@semodough Avatar @semodough on X 2025-07-23 17:55:05 UTC 40.2K followers, 2828 engagements

"Cantor #Biotechnology: TTR-CM & HCM KOL Webinar Highlights $PFE $BBIO $ALNY hosted a leading cardiomyopathy expert His center follows XXX patients - diagnoses about 10-15 patients per month and gets about 2x that number of referrals"
@semodough Avatar @semodough on X 2025-07-08 02:13:34 UTC 40.2K followers, 13.4K engagements

"$ABVX Congrats to few #Biotech funds who owned $ABVX going into data"
@semodough Avatar @semodough on X 2025-07-22 22:34:39 UTC 40.2K followers, 20.8K engagements

"Not sure $BBIO should be red today - very significant find going forward for $BBIO launch"
@semodough Avatar @semodough on X 2025-07-07 14:19:16 UTC 40.2K followers, 7534 engagements

"$LQDA todays Bloomberg scripts of XXX which usually always under reports - showing $LQDA off to good start on its launch - likely new highs incoming soon for this #Biotech & strong launch"
@semodough Avatar @semodough on X 2025-07-24 01:07:58 UTC 40.2K followers, 14.1K engagements

"$GOOGL XXXX Billion in revenue in X months 😳😳"
@semodough Avatar @semodough on X 2025-07-23 20:28:28 UTC 40.2K followers, 5356 engagements

"Baird - $LRMR outperform PT $XX $DNLI outperform $PT 29"
@semodough Avatar @semodough on X 2025-07-25 10:56:38 UTC 40.2K followers, 3162 engagements

"Cantor $LLY worth highlighting this as the first week Mournjaros TRx surpassed Ozempic (596k vs 551k). $NVO"
@semodough Avatar @semodough on X 2025-07-11 12:01:22 UTC 40.2K followers, 5735 engagements

"$PFE $BBIO good overview from MS today - also I reposted blurb from last year by Salim"
@semodough Avatar @semodough on X 2025-07-22 14:57:13 UTC 40.2K followers, 12.7K engagements

"Cantor $VKTX CEO for Virtual Fireside August 5th - Steven Seedhouse Exquisite timing for this conversation if I do say so myself given the upcoming Phase X oral VK2735 (GLP-1/GIP) data (2H25 guidance)"
@semodough Avatar @semodough on X 2025-07-25 12:35:10 UTC 40.2K followers, 5704 engagements

"Cana $CLDX believe the data release could create a buying opportunity for investors. remain bullish on shares of CLDX and reiterate our $XX 12-month PT. Why are the 76-week data worth attention"
@semodough Avatar @semodough on X 2025-06-12 22:19:54 UTC 40.2K followers, 8900 engagements

"$TRIL needed help/partner Badly for years #CD47 is to big to go it alone. $FTSV $ALXO was getting way ahead of tril. Imho what $TRIL Ceo did after X years on brink of disaster/extinction is phenomenal one many of wont forget I will be happy to except my 18.50&will move on.❀"
@semodough Avatar @semodough on X 2021-08-23 19:14:27 UTC 40.2K followers, XX engagements

"$BBIO $ALNY $PFE. - Josh Schimmer XX min mark asked whats he thinks 3-4 years out market share split would be - $BBIO XX% $ALNY XX% $PFE 20-25-% - models continue to be to conservative on $BBIO"
@semodough Avatar @semodough on X 2025-07-08 02:48:49 UTC 40.2K followers, 6361 engagements

"Cowen $XBI #Biotechs On favorable side (1) biotech sales should get a boost from U.S. price hikes taken early in year (2) Q2 tends to exhibit favorable seasonal trends (3) dollar weakened vs. most major currencies creating a tailwind for those companies with ex-U.S. revenue"
@semodough Avatar @semodough on X 2025-07-24 01:22:44 UTC 40.2K followers, 4443 engagements

"Cantor $ARWR Chris Anzalone (CEO) will also be joining the webinar "Let's Do More Cardio" Cantor Cardio Series - Webinar with Arrowhead (ARWR) Date and Time (ET): Wednesday July 23th - X PM ET"
@semodough Avatar @semodough on X 2025-07-23 11:02:31 UTC 40.2K followers, 2741 engagements

"BofA $ALNY survey with XX cardiologists treating 3150 ATTR-CM patients to better understand initial dynamics of the Amvuttra launch.respondents indicated they have written XXX scripts since launch with a 50/50 split for newly diagnosed and switch patients"
@semodough Avatar @semodough on X 2025-07-11 11:11:35 UTC 40.2K followers, 9893 engagements

"$CLDX $JSPR - both drugs are pipelines within there self both going after X indications"
@semodough Avatar @semodough on X 2025-06-14 15:09:19 UTC 40.2K followers, 4416 engagements

"$NVO Ozempic TRx and NRx were -XXX% and -X% w/w respectively with TRx ending the week at 589k vs. the prior week's 591k Wegovy TRx and NRx were +0.5% and +0.5% w/w respectively with TRx ending the week at 229k vs. the prior week's 228k"
@semodough Avatar @semodough on X 2025-06-27 11:31:06 UTC 40.2K followers, 4388 engagements

"$LQDA - another #BIOTECH - in which Launch going better then expected - pretty high short interest here"
@semodough Avatar @semodough on X 2025-07-23 15:05:06 UTC 40.2K followers, 6889 engagements

"These new ORAL MOA - that have injectable like efficacy & better safety - especially in huge markets should be rewarded Compared to the injectables $ABVX $PTGX $NKTR $VKTX $BBIO $CRVS"
@semodough Avatar @semodough on X 2025-07-23 14:40:37 UTC 40.2K followers, 8487 engagements

"$XBI #Biotechs TD Cowen's top ideas for Q3:25 performance include $NBIX $BBIO $UCB $RAPP ACAD $URGN and ONC. Companies we believe are most likely to post Q2 sales/earnings in excess of consensus include $ADAP $AMGN $ARGX $ARQT $ASND $BBIO $EXEL $GILD $IMCR $MDGL"
@semodough Avatar @semodough on X 2025-07-24 01:20:48 UTC 40.2K followers, 8485 engagements

"RBC 2Q25 Biotech Earnings Preview: #Biotech $XBI $ALNY $AMGN $RARE $INSM $SRPT"
@semodough Avatar @semodough on X 2025-07-07 21:36:47 UTC 40.2K followers, 5674 engagements

"Hey Brian. $VRTX Up XX bucks. Today $SRPT home run. $ABLX. How bout X more pics. Come on now πŸ€”πŸ‘Š. If you need help I have few in mind 😜. Seriously -Nicely done my friend - πŸ’°πŸ’°"
@semodough Avatar @semodough on X 2018-06-29 19:57:20 UTC 40.2K followers, XX engagements

"$SLDB Solid Biosciences Receives FDA Fast Track Designation for SGT-501 First-in-Class Gene Therapy for Catecholaminergic Polymorphic Ventricular Tachycardia (CPVT) Solid Biosciences Inc"
@semodough Avatar @semodough on X 2025-07-23 12:04:36 UTC 40.2K followers, 4345 engagements

"Roche slowly finding out they really dont have great horse in obesity race $LLY $VKTX"
@semodough Avatar @semodough on X 2025-07-24 21:36:02 UTC 40.2K followers, 24.3K engagements

"LR $ATYR BUY PT XX ATYR announced last patient visit has been completed in the Ph X EFZO-FIT study of efzofitimod in pulmonary sarcoidosis. The readout is expected 3Q25 though $ATYR mgmt. provided more insight on readout timing in our recent meetings which points to roughly early September"
@semodough Avatar @semodough on X 2025-07-24 17:39:27 UTC 40.2K followers, 5085 engagements

"Seriously wonder if roche is considering dropping CT-388 also - tolerance is not good"
@semodough Avatar @semodough on X 2025-07-24 21:44:38 UTC 40.2K followers, 8077 engagements

"Recently LIFESCI comments on $LQDA launch"
@semodough Avatar @semodough on X 2025-07-24 01:14:50 UTC 40.2K followers, 8510 engagements

"$DYMD interesting name in sports Getting attention tonight $DKNG"
@semodough Avatar @semodough on X 2020-12-09 00:00:29 UTC 40.2K followers, XX engagements

"$XBI biotech sentiment & #BIOTECH Launches going well - $AXSM $VRNA $ITCI $BBIO $MDGL $TGTX -others as well"
@semodough Avatar @semodough on X 2025-07-09 11:13:01 UTC 40.2K followers, 5936 engagements

"$GOOGL XXX BILLION in net income per year - - not easy to digest what achievement that is"
@semodough Avatar @semodough on X 2025-07-25 12:40:25 UTC 40.2K followers, 4519 engagements

"22 #Biotech names $XBI from MS trading below Cash $PRME $ARVN $VIR $SAGE $BCYC"
@semodough Avatar @semodough on X 2025-06-16 15:30:33 UTC 40.2K followers, 6520 engagements

"Piper $XBI investors seem more focused on companies with near-term catalysts. For 2H highlight following with data/PDUFA catalysts: $ACLX $APLS $BBIO $CMPX $CNTA $CRBP $LENZ $NRIX $SLDB $VKTX. Top X names that we have been getting inbounds are: $BBIO $OCUL $SRPT"
@semodough Avatar @semodough on X 2025-06-29 14:37:24 UTC 40.2K followers, 4701 engagements

"Piper $BMRN $INZY deal as a smart growth opportunity for $BMRN potential for future upside currently model $470M in WW FY30 revenue for INZ-701 solely in ENPP1 deficiency. BMRN indicated that INZ-701 represents a peak revenue opportunity of $400M- $600M by mid-2030s"
@semodough Avatar @semodough on X 2025-05-18 15:11:07 UTC 40.2K followers, 4647 engagements

"$BBIO BridgeBio Pharma Inc. - Novel Human Genetics Evidence Confirms Estimates of Genetic Prevalence Underdiagnosis and Potentially Greater Symptom Burden of Gain-of-Function CASR Variants Associated with ADH1"
@semodough Avatar @semodough on X 2025-07-23 11:56:09 UTC 40.2K followers, 2668 engagements

"$VKTX Viking Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update - Jul XX 2025"
@semodough Avatar @semodough on X 2025-07-23 20:05:43 UTC 40.2K followers, 26.9K engagements

"Baird $VRTX expect lion's share of focus to be on the developing commercial opportunity for Journavx in acute pain. Scripts haven't looked bad but it is tough to read with the free product program and the NRx flattening that has occurred XX weeks into launch is not encouraging"
@semodough Avatar @semodough on X 2025-07-23 10:48:28 UTC 40.2K followers, 2706 engagements

"BofA $NKE BUY Inventory cleanup nearly over Nike has taken aggressive steps to clean inventory out of channel through markdowns&inventory repurchase agreements.continue to build confidence in inventory cleanup efforts coming to an end-expect a return to growth in 2H26"
@semodough Avatar @semodough on X 2025-07-23 13:52:26 UTC 40.2K followers, 2203 engagements

"@GantosJ mgt did note lab abnormalities including a transient decline in platelet count that was managed -assume is intervention with Soliris per $SDLB previous resolution of their clinical hold. Though platelet count did resolve occurrence of this adverse event is a bit troublesome"
@semodough Avatar @semodough on X 2018-11-13 17:55:20 UTC 40.2K followers, XX engagements

"$DYN Dyne Therapeutics to Host Investor Conference Call and Webcast to Provide Update on DYNE-101 for Myotonic Dystrophy Type X Tomorrow Tuesday June XX at 8:00 a.m. ET Dyne Therapeutics Inc"
@semodough Avatar @semodough on X 2025-06-16 20:09:22 UTC 40.2K followers, 6600 engagements

"CITI $APGE Some investors have raised concerns around conjunctivitis rates of about XX% but the firm notes that this rate is comparable to the rates seen with Dupixent both in Phase 2b and in real world evidence. $CRVS 0%"
@semodough Avatar @semodough on X 2025-07-07 21:22:25 UTC 40.2K followers, 8786 engagements

"$CNC $UNH - extreme sentiment early premarket - $CNC future guidance ongoing call now giving hope worst is behind $CNC $UNH now both almost green in premarket -"
@semodough Avatar @semodough on X 2025-07-25 12:33:19 UTC 40.2K followers, 6268 engagements

"$ORIC XXX million Financing led by SR One and includes participation from new and existing investors including Point72 Viking Global Investors Venrock Healthcare Capital Partners New Enterprise Associates (NEA) Nextech Vivo Capital and NEXTBio Capital"
@semodough Avatar @semodough on X 2025-05-28 20:11:29 UTC 40.2K followers, 9008 engagements

"No idea why anyone or funds owns $INTC - NOT sure they know what direction their going No dividend - only cuts every quarter. Own the leaders $NVDA $AMD"
@semodough Avatar @semodough on X 2025-07-25 12:27:15 UTC 40.2K followers, 3303 engagements

"Cantor $ARWR On the cardio-metabolic pipeline ARWR made a compelling case for plozasiran's (APOC3 siRNA) differentiation (efficacy safety and dosing) compared to olezarsen (APOC3 ASO IONS) and nuances to look for when P3 SHTG trials for olezarsen read out in 3Q25"
@semodough Avatar @semodough on X 2025-07-24 11:26:20 UTC 40.2K followers, 3190 engagements

"$BBIO - look closely at $ALNY survey - bullish $BBIO launch continues - also XX% of TAF patients progressing - 50/50 split between $ALNY $BBIO"
@semodough Avatar @semodough on X 2025-07-11 11:13:37 UTC 40.2K followers, 5363 engagements

"$BBIO - just finished reading WF survey on $ALNY $BBIO - read many $ALNY $BBIO reports over last year but this may be most bullish I read on $BBIO reports over- nicely done"
@semodough Avatar @semodough on X 2025-07-01 02:17:51 UTC 40.2K followers, 9251 engagements

"$OSCR - yesterday Jefferies - today WF. - after $UNH $MOH $CNC Definitely some caution warranted on $OSCR"
@semodough Avatar @semodough on X 2025-07-11 11:37:58 UTC 40.2K followers, 8551 engagements

"$BBIO XX million remain short into next launch update in few weeks & X data readouts pending"
@semodough Avatar @semodough on X 2025-07-24 21:34:40 UTC 40.2K followers, 5240 engagements

"$CRVS NO conjunctivitis in PTCL or AD that I seen $APGE $REGN"
@semodough Avatar @semodough on X 2025-07-07 14:01:40 UTC 40.2K followers, 14.5K engagements

"$CRVS - ORAL - convenient effective & safe novel MOA can be worth😎"
@semodough Avatar @semodough on X 2025-07-23 14:33:09 UTC 40.2K followers, 11.7K engagements

"GUGG $CLDX Takeaways from Our Expert Call on Indolent Systemic Mastocytosis and Chronic Urticaria -potential to induce durable remission would be a game changer could lead to front-line usage despite safety concerns with MoA;novel oral MoAs including MRGPRX2 inhibitor"
@semodough Avatar @semodough on X 2025-06-22 15:50:51 UTC 40.2K followers, 4742 engagements

"$CLDX - clear leader- winner with $JSPR debacle - major dilution coming there - if and only if they can get there crap together - sure $JSPR rebounded some after it lost what XX% of its value - much better biotechs to be in & mgt teams"
@semodough Avatar @semodough on X 2025-07-08 16:50:53 UTC 40.2K followers, 9911 engagements

"Baml $ACAD Raising PT XX from XX Nuplazid beats consensus ($110mn vs $103mn)mgmt. raises lower end of guidance ($430mn-$450mn)early 3Q specialty pharma channel new Rx trends have returned to pre-COVID levels DRP PDUFA April 3rd significantly expand pimavanserin potential market"
@semodough Avatar @semodough on X 2020-08-06 02:00:06 UTC 40.2K followers, XX engagements

"For new patientshe's putting about XX% on $BBIO Attruby 20-25% $PFE tafamidis &20% on $ALNY Amvuttra-lagging a little as its newest option. He is switching up to 30-40% of tafamidis patients (primarily ones who continue to progress) roughly 3/4 of these have been put on Attruby"
@semodough Avatar @semodough on X 2025-07-08 02:15:50 UTC 40.2K followers, 16.6K engagements

"BofA $JANX clinical validation is likely necessary for investor buy-in early data looks compelling and adds another leg to Janux's story. maintain Buy and $XX PTwith Janux having sufficient cash ($1B) to support JANX007 interim pivotal data JANX008 phase 1b data and human proof of concept for all assets announced today"
@semodough Avatar @semodough on X 2025-07-25 10:23:33 UTC 40.2K followers, 4808 engagements

"Cantor #Biotechnology: KOL Call Highlights KOL was part of the Ph1/2 trial (LINK to publication) and is an investigator in the ongoing Ph3 for efzofitimod (Efzo). - $ATYR Pulmonary Sarcoidosis & Cough - nicely done call & summary"
@semodough Avatar @semodough on X 2025-07-17 10:50:30 UTC 40.2K followers, 4823 engagements

"BofA $LLY No substantial changes to our long-term Mounjaro/Zepbound/orforglipron/retatrutide forecasts (arguably LLY's most important products). price objective remains $1000 based on an unchanged target P/E multiple of 43x applied to our updated "underlying" 2025E EPS"
@semodough Avatar @semodough on X 2025-07-09 10:54:36 UTC 40.2K followers, 3079 engagements

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