#  @semodough dough Several biotech companies have recently made significant announcements, including Roivant Sciences ($ROIV) with positive Phase [--] study results for brepocitinib in dermatomyositis. Argenx ($ARGX) also reported strong sales of its Vyvgart treatment, with a $4 billion run rate. Additionally, Soleno Therapeutics ($SLNO) saw its shares trade up after a failed trial from a competitor, Acadia Pharmaceuticals ($ACAD). ### Engagements: [------] [#](/creator/twitter::3426014292/interactions)  - [--] Week [---------] +1,599% - [--] Month [---------] +425% - [--] Months [----------] +145% - [--] Year [----------] +38% ### Mentions: [---] [#](/creator/twitter::3426014292/posts_active)  - [--] Week [---] -4.10% - [--] Month [---] -21% - [--] Months [-----] +91% - [--] Year [-----] +59% ### Followers: [------] [#](/creator/twitter::3426014292/followers)  - [--] Week [------] +0.03% - [--] Month [------] +0.56% - [--] Months [------] +4.50% - [--] Year [------] +8.90% ### CreatorRank: [-------] [#](/creator/twitter::3426014292/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #5192 [finance](/list/finance) 21.18% [cryptocurrencies](/list/cryptocurrencies) 5% [currencies](/list/currencies) 3.82% [technology brands](/list/technology-brands) 2.65% [countries](/list/countries) 1.47% [financial services](/list/financial-services) 0.59% [travel destinations](/list/travel-destinations) 0.59% [musicians](/list/musicians) 0.29% [social networks](/list/social-networks) 0.29% **Social topic influence** [$bbio](/topic/$bbio) #1, [$crvs](/topic/$crvs) #7, [$ocul](/topic/$ocul) #1, [$nktr](/topic/$nktr) #5, [data](/topic/data) #551, [$vktx](/topic/$vktx) #8, [$tgtx](/topic/$tgtx) #6, [ceo](/topic/ceo) #3841, [target](/topic/target) 5.59%, [strong](/topic/strong) 4.71% **Top accounts mentioned or mentioned by** [@biopharmiq](/creator/undefined) [@jd4for4](/creator/undefined) [@jonesallen99138](/creator/undefined) [@thenewceo_](/creator/undefined) [@avidresearch](/creator/undefined) [@seedy19tron](/creator/undefined) [@dreesenkl](/creator/undefined) [@biohazard3737](/creator/undefined) [@hothomaswphelps](/creator/undefined) [@tradingsssss](/creator/undefined) [@financebully](/creator/undefined) [@omillionaires](/creator/undefined) [@biotech_jack](/creator/undefined) [@quantumup1](/creator/undefined) [@soowannaway](/creator/undefined) [@jfais20](/creator/undefined) [@vulpescap](/creator/undefined) [@biomaven](/creator/undefined) [@amaymd](/creator/undefined) [@sharkbiotech](/creator/undefined) **Top assets mentioned** [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [AstraZeneca PLC (AZN)](/topic/$azn) [Vertex Protocol (VRTX)](/topic/$vrtx) [Synthetify (SNY)](/topic/$sny) [Pfizer, Inc. (PFE)](/topic/$pfe) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Eli Lilly and Company (LLY)](/topic/$lly) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Novo-Nordisk (NVO)](/topic/$nvo) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Abivax SA (ABVX)](/topic/$abvx) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Biogen Inc (BIIB)](/topic/$biib) [Sanofi (SNY)](/topic/sanofi) [Amgen, Inc. (AMGN)](/topic/$amgn) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Tyra Biosciences, Inc. (TYRA)](/topic/$tyra) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Climb Bio, Inc (CLYM)](/topic/$clym) [Vertex Pharmaceuticals Incorporated (VRTX)](/topic/vertex-pharma) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Insmed, Inc. (INSM)](/topic/$insm) [Alumis Inc. (ALMS)](/topic/$alms) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) ### Top Social Posts Top posts by engagements in the last [--] hours "$SLNO [--] Billion Mcap cheap or not Exiting first year of launch with 400-500 runrate [---] million cash & all ready profitable - should Earn close to [--] bucks [----] EPS - easier Bolt on deal for larger pharma #Biotechs $SLNO - surprised this is red today imho it shouldnt be $SLNO - surprised this is red today imho it shouldnt be" [X Link](https://x.com/semodough/status/2010752804911223017) 2026-01-12T16:36Z 42.4K followers, 34.3K engagements "$CRVS all due respect to seedy - not trying to fight but definitely one I am on other side and have been - done years research on & CEO is SCIENCE discovery GEEK on valuation alone plenty of room for others $CRVS Jefferies $REGN failed therapies $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market Actually the part about valuation has irked me so lets talk about that. At a $2B+ (think FD is $3b) MC $CRVS is trading like a Ph [--] asset with de risked" [X Link](https://x.com/semodough/status/2015080847682974161) 2026-01-24T15:14Z 42.4K followers, 10.9K engagements "$ABBV Rinvoq regulatory submissions in alopecia areata (2Q 2026) and potential approval in vitiligo (4Q 2026); (2) Tavapadon FDA decision in early Parkinson's disease (3Q 2026); (3) ABBV-295 (long-acting amylin analogue) Phase [--] (1H 2026) and Phase 1b (4Q 2026) data with potential Phase [--] start near the end of the year; (4) TrenibotE (short- acting botulinum toxin) commercial launch (2H 2026); (5) lutikizumab Phase [--] data in HS (2026); (6) Rinvoq Phase [--] data in HS (2026); (7) Skyrizi plus lutikizumab Phase [--] data in IBD (2026); (8) Skyrizi plus a4b7 (ABBV-382) Phase [--] data in IBD (2026" [X Link](https://x.com/semodough/status/2020153883897536688) 2026-02-07T15:13Z 42.4K followers, [----] engagements "$NKTR seems BULL case met per Jefferies estimates 30-50%upside 🤷♂ $NKTR here we go Rezpeg maintenance data in atopic dermatitis. The big picture: 71% of patients on monthly rezpeg maintained their induction EASI75 response at one year. 83% of patients on quarterly rezpeg achieved the same. My (non-expert) view: The results from Nektars $NKTR here we go Rezpeg maintenance data in atopic dermatitis. The big picture: 71% of patients on monthly rezpeg maintained their induction EASI75 response at one year. 83% of patients on quarterly rezpeg achieved the same. My (non-expert) view: The results" [X Link](https://x.com/semodough/status/2021196079442870289) 2026-02-10T12:14Z 42.4K followers, 22K engagements "$HROW HCW BUY PT $69 MELT-300 NDA submission expected in 1H27. MELT-300 is a patented sublingually delivered formulation of a fixed dose of midazolam (3mg) and ketamine (50mg) designed to provide rapid predictable sedation and analgesia without the need for intravenous administration. MELT-300 has the potential to replace or supplement IV sedation in medical interventions with applications in ophthalmic surgery and potential label expansion into other procedures. All ancillary studies required to support a New Drug Application (NDA) submission for MELT-300 including one non-clinical animal" [X Link](https://x.com/semodough/status/2021310921209983372) 2026-02-10T19:50Z 42.4K followers, [----] engagements "$VKTX thanks Jay for posting 👊had to read few times - few nuggets that I was unaware of - said before will say again nice to execution $VKTX $vktx Jeffries https://t.co/NTXdgrJeUn $vktx Jeffries https://t.co/NTXdgrJeUn" [X Link](https://x.com/semodough/status/2021769070408765821) 2026-02-12T02:11Z 42.4K followers, 20.5K engagements "$RZLT $RZLT (NP) Ersodetug failed to achieve stat sig in P3 for CHI BUT still showed reductions hypoglycemia events by self-monitored blood glucose & did show stat sig reduction in hypoglycemia time by CGM All [--] patients who completed study chose to continue in OLE & some children https://t.co/1RYbUq3hll $RZLT (NP) Ersodetug failed to achieve stat sig in P3 for CHI BUT still showed reductions hypoglycemia events by self-monitored blood glucose & did show stat sig reduction in hypoglycemia time by CGM All [--] patients who completed study chose to continue in OLE & some children" [X Link](https://x.com/semodough/status/2022074672222024107) 2026-02-12T22:25Z 42.4K followers, [----] engagements "$VKTX BRiley nugget Fully enrolled Ph1 maintenance study incorporates newly added Q2W subcu arm. This addition occurred after trial initiation driven by investigator feedback and proprietary market research showing patients gravitating toward less frequent regimens splitting the originally planned 15mg monthly into two 7.5mg Q2W doses while retaining higher monthly options thereby providing the most comprehensive dosing frequency dataset in the class. $VKTX WB Andy T. Hsieh imho important nugget what makes VK-2735 unique https://t.co/sTXBzX90EF $VKTX WB Andy T. Hsieh imho important nugget" [X Link](https://x.com/semodough/status/2022077112883028186) 2026-02-12T22:35Z 42.4K followers, 11.6K engagements "$VKTX advantages - addition of new subset is rational from a PK standpoint given VK2735's 8.5-day half-life and broadens the prescriber toolkit to a full weekly/Q2W/monthly subcu plus daily/weekly oral menu beyond most competitors' offerings. $VKTX BRiley nugget Fully enrolled Ph1 maintenance study incorporates newly added Q2W subcu arm. This addition occurred after trial initiation driven by investigator feedback and proprietary market research showing patients gravitating toward less frequent regimens splitting $VKTX BRiley nugget Fully enrolled Ph1 maintenance study incorporates newly" [X Link](https://x.com/semodough/status/2022077348053680490) 2026-02-12T22:36Z 42.4K followers, [----] engagements "$IDYA $EYPT $OCUL $CRVS : Mizuho Senior Biotech Analyst @soowannaway gave his take on the recent $CRVS ITK data today. Plus discussing three other trials scheduled to read out imminently. See the full episode: https://t.co/gnwTp8KeAW https://t.co/mkiPktGi8K : Mizuho Senior Biotech Analyst @soowannaway gave his take on the recent $CRVS ITK data today. Plus discussing three other trials scheduled to read out imminently. See the full episode: https://t.co/gnwTp8KeAW https://t.co/mkiPktGi8K" [X Link](https://x.com/semodough/status/2022138383066443910) 2026-02-13T02:38Z 42.4K followers, [----] engagements "$KPTI with cash concern & dilution - $KPTI all ready has [---] million in Debt also $KPTI its even worse than I thought - only [--] million cash left as Dec [--]. Less then [--] quarters going into some high risk data sets. $KPTI has terrible history. Careful /Dilution is coming soon & not sure it be the good kind $KPTI its even worse than I thought - only [--] million cash left as Dec [--]. Less then [--] quarters going into some high risk data sets. $KPTI has terrible history. Careful /Dilution is coming soon & not sure it be the good kind" [X Link](https://x.com/semodough/status/2022279516253516108) 2026-02-13T11:59Z 42.4K followers, [----] engagements "$MRVL Needham PT $118 models [----] revenue of [--] Billion & almost $5EPS $MRVL Marvell Closes Acquisition of XConn Technologies Updating Financial Model https://t.co/xoOVydsRmb $MRVL Marvell Closes Acquisition of XConn Technologies Updating Financial Model https://t.co/xoOVydsRmb" [X Link](https://x.com/semodough/status/2022283273154478305) 2026-02-13T12:14Z 42.4K followers, [----] engagements "@jfais20 Agree $VRTX significant cash flow next several years" [X Link](https://x.com/semodough/status/2022299360495636977) 2026-02-13T13:18Z 42.4K followers, [---] engagements "$GOSS @avidresearch am I reading that right BLACKROCK added [--] million as yesterday bringing there total to [--] million $GOSS shares $GOSS interesting take "distribution-of-outcomes event rather than a binary one" $GOSS interesting take "distribution-of-outcomes event rather than a binary one"" [X Link](https://x.com/semodough/status/2022309750105383058) 2026-02-13T13:59Z 42.4K followers, 12.1K engagements "HCW FEB [--] exclusive KOL event featuring Professor Laurent Servais MD PhD a leading expert in neuromuscular diseases. Dr. Servais will provide critical insights into the evolving therapeutic landscapes for Myotonic Dystrophy Type [--] (DM1) and Duchenne Muscular Dystrophy (DMD). Event Highlights PepGen $PEPG; Buy) DM1 MAD Data Readout (5mg/kg). Analysis of dose-escalation data that could validate PepGen's best-in-class thesis for DM1 therapeutics Next-Generation DMD Exon Skippers. Comprehensive review of next generation emerging therapies in DMD Taking a Scientific Approach to Understand DM1 and" [X Link](https://x.com/semodough/status/2022316430411092319) 2026-02-13T14:26Z 42.4K followers, [----] engagements "$BBIO LR Model first year [----] all [--] drugs launched [---] Billion in revenue &EPS over [--] bucks $BBIO Bernstein updating $BBIO model PT $100 to reflect positive infigratinib data. there is much more of skeletal dysplasia story still to play out and the clean safety in particular gives us greater confidence in BBIO becoming the category leader. In terms of whats next $BBIO Bernstein updating $BBIO model PT $100 to reflect positive infigratinib data. there is much more of skeletal dysplasia story still to play out and the clean safety in particular gives us greater confidence in BBIO becoming the" [X Link](https://x.com/semodough/status/2022794050596655566) 2026-02-14T22:04Z 42.4K followers, [----] engagements "$NKTR cantor Rezpegaldesleukin (Rezpeg). The best-in-class durability provides the first clinical proof that Tregs can induce durable responses in AD patients. We see this data point as further validation for $CRVS soquelitinib (SQL) an ITK inhibitor that acts on Treg mechanism as well. https://twitter.com/i/web/status/2022795530464579744 https://twitter.com/i/web/status/2022795530464579744" [X Link](https://x.com/semodough/status/2022795530464579744) 2026-02-14T22:10Z 42.4K followers, [----] engagements "$NKTR 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively Meaningful improvement in responses observed across key efficacy endpoints at week [--] with both monthly and quarterly dosing including an up to 5-fold increase in EASI-100 response rates Favorable safety profile consistent with previously reported results for rezpegaldesleukin $NKTR New REZOLVE-AD Maintenance Data in Atopic Dermatitis Demonstrate Rezpegaldesleukin Resulted in Durable and New Responses Across Key Disease Measurements" [X Link](https://x.com/semodough/status/2021193109745398222) 2026-02-10T12:02Z 42.4K followers, 51.3K engagements "$VKTX excellent execution i I take $VKTX CEO any day his execution has been spectacular in getting these trials up and running and FDA blessings done VANQUISH-1: Enrollment complete [----] patients (exceeded target) - VANQUISH-2: Nearing full enrollment in 1Q26 - Oral VK2735: Phase [--] entry planned 3Q26 - Maintenance Study: Fully enrolled data expected 3Q26 @CloisterRes @Biohazard3737 This might sound mean and simplistically stupid but is it possible the problem is $VKTX CEO Brian Lian You know the saying "He could sell ice to eskimos." Brian is the opposite of that. Forget about selling I don't" [X Link](https://x.com/semodough/status/2021708494202679348) 2026-02-11T22:10Z 42.4K followers, 27.1K engagements "$BBIO superiority over $BMRN in picture $BBIO and this in particular is big: https://t.co/UIeels26IB $BBIO and this in particular is big: https://t.co/UIeels26IB" [X Link](https://x.com/semodough/status/2022080479558873371) 2026-02-12T22:48Z 42.4K followers, [----] engagements "$CRVS MIZUHO repeats $CRVS ITK -best in class in efficacy - ORAL - Disease modifying- TREG induction = Duration : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW https://t.co/ktZtIrypkA : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW" [X Link](https://x.com/semodough/status/2022142243587727375) 2026-02-13T02:54Z 42.4K followers, [----] engagements "$BBIO Bernstein updating $BBIO model PT $100 to reflect positive infigratinib data. there is much more of skeletal dysplasia story still to play out and the clean safety in particular gives us greater confidence in BBIO becoming the category leader. In terms of whats next for the stock believe there is still upside from positive revisions to both infigratinib and encaleret as focus shifts toward indication expansion in hypochondroplasia and chronic hypoparathyroidism #BIOTECHS ORAL MEDS =game changers for patients $NVO $BBIO $CRVS $VKTX $PTGX #BIOTECHS ORAL MEDS =game changers for patients" [X Link](https://x.com/semodough/status/2022275795914224100) 2026-02-13T11:44Z 42.4K followers, 11.8K engagements "$GILD Yeztugo TRx were +9% w/w ending at [----] (vs. the prior weeks 1169)" [X Link](https://x.com/semodough/status/2022300027939336692) 2026-02-13T13:21Z 42.4K followers, [----] engagements "$XBI American Academy of Allergy Asthma & Immunology (AAAAI) Annual Meeting being held in Philadelphia PA from February [--] March 2" [X Link](https://x.com/semodough/status/2022314234026115243) 2026-02-13T14:17Z 42.4K followers, [----] engagements "$JNJ catalyst $PTGX $JNJ [--] BILLION peak on ICOTROKINRA now by Leerink - someone please tell me how this is trading less then $90 as I type https://t.co/v1DrWDSLv2 $PTGX $JNJ [--] BILLION peak on ICOTROKINRA now by Leerink - someone please tell me how this is trading less then $90 as I type https://t.co/v1DrWDSLv2" [X Link](https://x.com/semodough/status/2022794302166855725) 2026-02-14T22:05Z 42.4K followers, [----] engagements "$GOSS Cantor Gossamer is dominating investor conversations right now.reality is investors are split. We hear 60/40 in favor just as often as 40/60 against and the stock is pricing in exactly that. Core Debate biggest overhang remains the mixed Phase [--] data and the OLE - specifically the delayed catch-up in the placebo cross-over arm.From W24 to W72 improvement in PVR and 6MWD in the cross-over group was modest compared to what the original seralutinib arm showed from W0 to W24. Theres a thoughtful write-up in Advances in Therapy that walks through this" [X Link](https://x.com/semodough/status/2022796619637235980) 2026-02-14T22:14Z 42.4K followers, [----] engagements "LIFESCI launching coverage on Calliditas $CALT STO: CALTX) under Alpha Series with an OUTPERFORM rating a 12-month price target of $44/share.Calliditas is focused on the development of Nefecon a proprietary oral formulation of budesonide that targets the root of IgA nephropathy" [X Link](https://x.com/semodough/status/1295782810008125440) 2020-08-18T18:01Z 42.5K followers, [--] engagements "$OCUL Ocular Therapeutix Reports Fourth Quarter and Full Year [----] Results and Business Highlights Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-reports-fourth-quarter-and-full-year-2024/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-reports-fourth-quarter-and-full-year-2024/" [X Link](https://x.com/semodough/status/1896532306350702970) 2025-03-03T12:05Z 42.4K followers, [----] engagements "$VIR First patient dosed in Phase [--] study of VIR-5525 an EGFR-targeting PRO-XTEN dual-masked T-cell engager;advancing oncology clinical pipeline with three ongoing Phase [--] studies Strong financial position a $892.1 million in cash https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Second-Quarter-2025-Financial-Results/default.aspx https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Second-Quarter-2025-Financial-Results/default.aspx" [X Link](https://x.com/semodough/status/1953245869681131848) 2025-08-07T00:04Z 42.4K followers, [----] engagements "$SLNO - newest board member Prior to joining the Soleno Board Mr. Hahn served as Chief Financial Officer of Verona Pharma PLC through the phase [--] program and launch of its first approved product from March [----] until its acquisition by Merck & Co. Inc. for approximately $10 billion in October [----] https://twitter.com/i/web/status/1977711054655295992 https://twitter.com/i/web/status/1977711054655295992" [X Link](https://x.com/semodough/status/1977711054655295992) 2025-10-13T12:20Z 42.4K followers, 29.8K engagements "Pontifex sold all $KROS 10/16 - only [--] positions for them with $CLYM biggest at [---] million shares as 9/18/2025 $CLYM way below cash [---] million cash - Mcap [---] million - RA Capital owns [--] million shares - also found it interesting TANG filing new position of [--] million shares https://t.co/JY1s4bbqpr $CLYM way below cash [---] million cash - Mcap [---] million - RA Capital owns [--] million shares - also found it interesting TANG filing new position of [--] million shares https://t.co/JY1s4bbqpr" [X Link](https://x.com/semodough/status/1980669621356359885) 2025-10-21T16:16Z 42.4K followers, [----] engagements "$OCUL Ocular Therapeutix Achieves Target Randomization of [---] Subjects in SOL-R Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-achieves-target-randomization-555-subjects/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-achieves-target-randomization-555-subjects/" [X Link](https://x.com/semodough/status/1985678867583971565) 2025-11-04T12:01Z 42.4K followers, [----] engagements "@seedy19tron No idea why @ScorpionFund has not done report on $INBX & all sketchiness it seems going on there Vs going after others" [X Link](https://x.com/semodough/status/1991601715632906702) 2025-11-20T20:17Z 42.4K followers, [----] engagements "$PCVX Cantor Were not surprised to see $PCVX shares off pre-market on the back of return of perceived regulatory risk after a period of relative calm particularly with key data weighted to late [--]. However dont see much in the actual memo language on PCVs thats concerning would remind investors this all needs to continue to be viewed in the context of the likely timelines for VAX-31 adult and infants efforts against the backdrop of the time remaining in the current administrations term. https://twitter.com/i/web/status/1995505159384821911 https://twitter.com/i/web/status/1995505159384821911" [X Link](https://x.com/semodough/status/1995505159384821911) 2025-12-01T14:47Z 42.5K followers, [----] engagements "$GUTS catalysts & thank you @Vulpescap for $GUTS a summary 🧵Long-form $GUTS thesis here. I posted it to VIC a few mo ago at $1.25ish right after the randomized 3-mo data came out. Not as cheap anymore but we have good 6-mo OL data and 6-mo randomized data in January. Not investment advice but for those who are interested: 🧵Long-form $GUTS thesis here. I posted it to VIC a few mo ago at $1.25ish right after the randomized 3-mo data came out. Not as cheap anymore but we have good 6-mo OL data and 6-mo randomized data in January. Not investment advice but for those who are interested:" [X Link](https://x.com/semodough/status/1996637990870016122) 2025-12-04T17:49Z 42.4K followers, 15.5K engagements "$BCAX additional Phase 1b data on ficerafusp on H&N cancer (HNSCC) presented at ESMO Asia https://www.bicara.com/wp-content/uploads/2025/12/750-mg-ESMO-Asia-Congress-2025-12.6.25.pdf https://www.bicara.com/wp-content/uploads/2025/12/750-mg-ESMO-Asia-Congress-2025-12.6.25.pdf" [X Link](https://x.com/semodough/status/1997364615118798898) 2025-12-06T17:56Z 42.4K followers, [----] engagements "$ACLX Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients with Relapsed and/or Refractory Multiple Myeloma - Arcellx https://ir.arcellx.com/news/news-details/2025/Arcellx-Announces-New-Positive-Data-for-Its-iMMagine-1-Study-in-Patients-with-Relapsed-andor-Refractory-Multiple-Myeloma-458674bbf/default.aspx https://ir.arcellx.com/news/news-details/2025/Arcellx-Announces-New-Positive-Data-for-Its-iMMagine-1-Study-in-Patients-with-Relapsed-andor-Refractory-Multiple-Myeloma-458674bbf/default.aspx" [X Link](https://x.com/semodough/status/1997411259659034726) 2025-12-06T21:02Z 42.4K followers, [----] engagements "$ACLX LR ASH: Anito-cel Continues to Show Best-in-Class Profile; New [----] Catalysts Bottom Line: believe that ACLX (OP) is likely to trade flat to moderately up (up to 10%) after a strong data update at ASH with BCMA CAR-T anito-cel in 4L+ r/r MM in addition to the potential addition of two [----] catalysts for the program that should help keep investors engaged in the story $ACLX #ASH25 Anito-cel demonstrated 96% ORR and 74% CR/sCR at a median follow-up of [----] months; responses continue to deepen over time -- -- Overall MRD negativity was 95% and sustained MRD negativity for [--] months was 83%" [X Link](https://x.com/semodough/status/1997682411367280828) 2025-12-07T14:59Z 42.5K followers, [----] engagements "$GUTS CEO BUY $GUTS https://t.co/HbLx2VcIVz $GUTS https://t.co/HbLx2VcIVz" [X Link](https://x.com/semodough/status/1998001969122689519) 2025-12-08T12:09Z 42.4K followers, 18K engagements "$GUTS new December slide deck out https://ir.fractyl.com/static-files/832aa780-1e7f-49e7-9e62-d2af6f527d44 $GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too many to name I watched from afaryet felt the flame. Then came Fractyl a different way A duodenal tune-up to keep fat at bay. No needles no https://t.co/usVTrFS2L9 https://ir.fractyl.com/static-files/832aa780-1e7f-49e7-9e62-d2af6f527d44 $GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too" [X Link](https://x.com/semodough/status/1998427188572373056) 2025-12-09T16:19Z 42.4K followers, [----] engagements "$KURA Cantor KOL lunch with Dr. Thomas Leblanc from Duke University School of Medicine Komzifti likely to be KOL's preferred menin inhibitor as monotherapy and in combination in NPM1m -NO ADDED TOXICITY-He prefers Komzifti in NPM1m setting due to (1) less myelosuppression than Revuforj (2) less QTc prolongation (3) once-daily dosing convenience. He noted that Komzifti has some myelosuppression concerns but nowhere near as much as Revuforj where it might limit its 28-day cycle when used in combination with venetoclax. Jefferies take Post ASH Regarding $KURA Ziftomenib vs. Competing Menin" [X Link](https://x.com/semodough/status/1998721599545954723) 2025-12-10T11:48Z 42.5K followers, [----] engagements "$CLYM not sure why $CLYM did this December [--] [----] Climb Bio Inc. entered into an agreement with RA Capital to exchange [--------] shares of common stock for a pre-funded warrant to purchase the same number of shares giving RA Capital 23.0% voting power post-transaction. This filing indicates a significant adjustment to the company's capital structure. https://twitter.com/i/web/status/1999461270076989907 https://twitter.com/i/web/status/1999461270076989907" [X Link](https://x.com/semodough/status/1999461270076989907) 2025-12-12T12:48Z 42.5K followers, [----] engagements "$NBIX Neurocrine Biosciences Showcases R&D Transformation Driving Innovation Across Neuroscience and Endocrinology Neurocrine Biosciences https://neurocrine.gcs-web.com/news-releases/news-release-details/neurocrine-biosciences-showcases-rd-transformation-driving https://neurocrine.gcs-web.com/news-releases/news-release-details/neurocrine-biosciences-showcases-rd-transformation-driving" [X Link](https://x.com/semodough/status/2001035820514599014) 2025-12-16T21:04Z 42.4K followers, [----] engagements "$VIR Vir Biotechnology Grants Norgine Exclusive Commercial License to Chronic Hepatitis Delta Treatment Candidate in Europe Australia & New Zealand Including Global Cost Sharing Agreement for Ongoing ECLIPSE Clinical Development Program https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Grants-Norgine-Exclusive-Commercial-License-to-Chronic-Hepatitis-Delta-Treatment-Candidate-in-Europe-Australia--New-Zealand-Including-Global-Cost-Sharing-Agreement-for-Ongoing-ECLIPSE-Clinical-Development-Program/default.aspx" [X Link](https://x.com/semodough/status/2001036817517158606) 2025-12-16T21:08Z 42.4K followers, [----] engagements "$GUTS upcoming 6mo REMAIN-1 midpoint data readout in Jan [----] Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of topics including 1) Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of" [X Link](https://x.com/semodough/status/2001983721281581408) 2025-12-19T11:51Z 42.4K followers, [----] engagements "$IRON 1Q26: Potential FDA approval and commercial launch for bitopertin in EPP by end of January [----] 2H26: Additional data from the Phase [--] RALLY-MF study of DISC-0974 in anemia of MF 2H26: Initial data from the Phase [--] RESTORE-PV study of DISC-3405 in PV 2H26: Initial data from a Phase 1b study of DISC-3405 in SCD https://twitter.com/i/web/status/2002888470591668385 https://twitter.com/i/web/status/2002888470591668385" [X Link](https://x.com/semodough/status/2002888470591668385) 2025-12-21T23:46Z 42.4K followers, [----] engagements "$IRON Truist Friday $IRON shares are trading sharply lower following a STAT news article alleging that VInay Prasad has become personally involved in the ongoing CNPV review of bitopertin for erythropoietic protoporphyria (EPP) and that he is "skeptical of the drug's efficacy". We note that Prasad does not oversee the FDA Division that would typically conduct the filing review however he is part of the committee that chooses which products to award the CNPV vouchers https://twitter.com/i/web/status/2003080145985323292 https://twitter.com/i/web/status/2003080145985323292" [X Link](https://x.com/semodough/status/2003080145985323292) 2025-12-22T12:28Z 42.4K followers, [----] engagements "$ACLX WF Market opportunity for anito-cel. model [----] approval for 4L+ MM w/ sales reaching $1.6B at peak in this setting ($690MM to ACLX) and [----] approval for 2L+ MM w/ peak sales of $3.8B in 2L-3L ($1.5B to ACLX). Of note our 2L-3L penetration assumption is 25% which should be very achievable even in presence of Tec-Dara competition because 30% of pts in 2-3L are refractory to Dara. https://twitter.com/i/web/status/2003436639859708153 https://twitter.com/i/web/status/2003436639859708153" [X Link](https://x.com/semodough/status/2003436639859708153) 2025-12-23T12:04Z 42.5K followers, [----] engagements "$PRAX BTIG (PRAX Buy $843 PT) December [--] [----] Pedal To The Metal for PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does. BTIG: Pedal To The Metal for $PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does. BTIG: Pedal To The Metal for $PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does" [X Link](https://x.com/semodough/status/2005609414666092642) 2025-12-29T11:58Z 42.4K followers, [----] engagements "$PRAX Truist caught up with mgmnt who shared that during conversations with the FDA that led up to the granting of the BTD several "review type" questions were asked indicating some level of FDA's comfort with the data and pre-NDA meeting" [X Link](https://x.com/semodough/status/2006018227143328087) 2025-12-30T15:03Z 42.4K followers, [----] engagements "$PRAX catalysts: 1Q26: File NDA for ulixacaltamide in ET 1Q26: FDA meeting on EMBOLD data 1Q26: File NDA for relutrigine in SCN2A/8A-DEE 1H26: Top-line Phase II/III POWER [--] data for vormatrigine in FOS 1H26: Top-line EMBRAVE Part A data for elsunersen 1H26: Initiate POWER [--] study for vormatrigine in monotherapy FOS 2H26: EMERALD study enrollment completion for relutrigine in broad DEEs 2H26: POWER [--] enrollment completion for vormatrigine in FOS 2026: EMBRAVE [--] top-line data https://twitter.com/i/web/status/2006407591404949615 https://twitter.com/i/web/status/2006407591404949615" [X Link](https://x.com/semodough/status/2006407591404949615) 2025-12-31T16:50Z 42.4K followers, [----] engagements "@JD4for4 Well said JD. That was Bear thesis back then JPM 2019people dismissed Auvelity as a junky combo of two generics" [X Link](https://x.com/semodough/status/2006451287777538513) 2025-12-31T19:43Z 42.4K followers, [----] engagements "#BIOTECHS [----] TRUIST A few from our [--] favorite smid biotechs for [----] called out last year ($AXSM $CPRX $JAZZ $PRAX $WVE had a decent run helped by strengthening biotech tape in 4Q. We're sticking with AXSM JAZZ PRAX and WVE for [----] as bull theses are just starting to play out but we're substituting CPRX for $ALKS as see greater upside for ALKS in [----] https://twitter.com/i/web/status/2007071513611026675 https://twitter.com/i/web/status/2007071513611026675" [X Link](https://x.com/semodough/status/2007071513611026675) 2026-01-02T12:48Z 42.4K followers, [----] engagements "BOFA top picks for 2026: $MRK $BMY $JAZZ $IONS" [X Link](https://x.com/semodough/status/2008167534843855134) 2026-01-05T13:23Z 42.4K followers, [----] engagements "$GUTS catalysts $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ" [X Link](https://x.com/semodough/status/2008179754965622991) 2026-01-05T14:12Z 42.4K followers, [----] engagements "$MLYS Jefferies If $MLYS launches lorundrostat on its own mgt has mentioned it can target 47k US cardiologists which control 50% of the volumes. For context on OpEx spend ESPR has [---] reps in the US covering 45k cardiologists and spends $165M on SG&A in [----]. We appreciate ESPR markets a lipid lowering drug and different from MLYS for hypertension but view the callpoint as very similar https://twitter.com/i/web/status/2008930306863046814 https://twitter.com/i/web/status/2008930306863046814" [X Link](https://x.com/semodough/status/2008930306863046814) 2026-01-07T15:54Z 42.5K followers, [----] engagements "#BIOTECHS Truist refreshes few [----] models $ALNY BUY; $530 (was $535) $ARGX BUY; $1030 (was $950) $BBIO BUY $86 (was $80) $BIIB HOLD $190 (was $142) $CNTA BUY $33 (was $30) $DNTH BUY $63 (was $56) $HRMY BUY $45 (was $48) $IMVT HOLD $22 (was $16) $NBIX BUY $169 (was $172) $TECX BUY $60 (was $64) https://twitter.com/i/web/status/2009241779447411095 https://twitter.com/i/web/status/2009241779447411095" [X Link](https://x.com/semodough/status/2009241779447411095) 2026-01-08T12:32Z 42.4K followers, [----] engagements "#Biotechs BofA Key biotech themes important catalysts and our top Biotech picks for [----] Argenx $ARGX) KalVista Pharmaceuticals $KALV) Ocular Therapeutix $OCUL) and Vertex Pharmaceuticals $VRTX)" [X Link](https://x.com/semodough/status/2009268809849299144) 2026-01-08T14:19Z 42.5K followers, [----] engagements "$MRK has the firepower plenty $VRNA $CDTX $RVMD & more $XBI $MRK will generate around [--] Billion in free cash flow 2025-2027 - plenty of firepower even after [--] Billion for $VRNA $MRK will generate around [--] Billion in free cash flow 2025-2027 - plenty of firepower even after [--] Billion for $VRNA" [X Link](https://x.com/semodough/status/2009374929519620166) 2026-01-08T21:21Z 42.4K followers, [----] engagements "Baird #Biotech pics [----] favorite biotech names to own in [----]. Skorney: $BIIB $XENE $BHVN Allen: $IMCR $TSHA $VYGR Kusy: $OCUL $SYRE $CLYM" [X Link](https://x.com/semodough/status/2009595820539342878) 2026-01-09T11:59Z 42.4K followers, [----] engagements "$INSM Cantor Where could [----] Brinsupri sales come in Right now sellside consensus is at $622M for [----] Brinsupri sales although that number will certainly go up after today's impressive print. We've heard anywhere between $750M to $1B in [----] sales from the buyside. But if they are already doing $145M in 4Q25 then it's hard to imagine that won't be able to hit $1B+ in [----]. https://twitter.com/i/web/status/2010388936221168084 https://twitter.com/i/web/status/2010388936221168084" [X Link](https://x.com/semodough/status/2010388936221168084) 2026-01-11T16:30Z 42.5K followers, [----] engagements "$RGNX new slides https://ir.regenxbio.com/static-files/a7f4f464-cba3-412b-88b1-02de8bf70faf $RGNX - REGENXBIO Highlights Key [----] Catalysts and Announces Positive Long-Term Functional Outcomes in Lead Duchenne Gene Therapy Program - https://t.co/ZDyMNRdT5t https://ir.regenxbio.com/static-files/a7f4f464-cba3-412b-88b1-02de8bf70faf $RGNX - REGENXBIO Highlights Key [----] Catalysts and Announces Positive Long-Term Functional Outcomes in Lead Duchenne Gene Therapy Program - https://t.co/ZDyMNRdT5t" [X Link](https://x.com/semodough/status/2010446801619566744) 2026-01-11T20:20Z 42.5K followers, [----] engagements "$MLTX Catalysts SLK in axSpA Phase [--] S-OLARIS topline data - 1Q26 MLTX Investor Day - February [--] [----] SLK in HS VELA-1/2 52wk data - 2Q26 SLK in PsA Phase [--] IZAR-1 topline data - mid-2026 SLK in adolescent HS Phase [--] VELA-TEEN topline data - mid-2026 SLK in HS BLA submission - 2H26 SLK in PsA Phase [--] IZAR-2 topline data - 2H26 https://twitter.com/i/web/status/2010450686845288774 https://twitter.com/i/web/status/2010450686845288774" [X Link](https://x.com/semodough/status/2010450686845288774) 2026-01-11T20:36Z 42.4K followers, [----] engagements "$TEVA #JPM26 Duvakitug phase [--] maintenance data (1H26) IL-15 data in vitiligo (phase 1b data in 1H26) and celiac (phase 2a data in 2H26) as well as data for DARI (phase [--] data in 2H2026) and emrusolmin (futility analysis in 2H26). TEVA expects to launch olanzapine LAI in 2H26 with mgmt highlighting pent-up demand (from oral olanzapine) although contracting negotiations could take some time (resulting in a more significant revenue contribution in [----] vs 2026) https://twitter.com/i/web/status/2011416600566493304 https://twitter.com/i/web/status/2011416600566493304" [X Link](https://x.com/semodough/status/2011416600566493304) 2026-01-14T12:34Z 42.4K followers, [----] engagements "$ACLX & partner $GILD confirmed BLA submission for anito-cel-with the companies currently awaiting an acceptance letter from the FDA (in 1Q26) potential commercial launch in 4L+ r/r MM now timed for 2H26 (pending FDA approval) consistent with prior guidance. GILD noted that enrollment in the ongoing iMMagine-3 study of anito-cel in 2L+ r/r MM is expected to complete by 2H26. https://twitter.com/i/web/status/2012209558681166023 https://twitter.com/i/web/status/2012209558681166023" [X Link](https://x.com/semodough/status/2012209558681166023) 2026-01-16T17:05Z 42.5K followers, [----] engagements "$TGTX one BRIUMVI social board with over 3k members - been talking switches for years - great to see so many doing well" [X Link](https://x.com/semodough/status/2012652753986695669) 2026-01-17T22:26Z 42.4K followers, [----] engagements "$CRVS - about as good as it could be. 75% of soquelitinib patients achieved EASI [--] 25% achieved EASI [--] and 33% achieved IGA 0/1 $CRVS Announces Positive Data from Cohort [--] Confirming Results for Placebo-Controlled Phase [--] Clinical Trial of Soquelitinib for Atopic Dermatitis. $NKTR https://t.co/AxiYYEMFRT $CRVS Announces Positive Data from Cohort [--] Confirming Results for Placebo-Controlled Phase [--] Clinical Trial of Soquelitinib for Atopic Dermatitis. $NKTR https://t.co/AxiYYEMFRT" [X Link](https://x.com/semodough/status/2013583211620667471) 2026-01-20T12:03Z 42.4K followers, 17.2K engagements "$CRVS - data better then $KYMR 75% EASI75 25% EASI90 33% IGA0/1 deepening responses on patients failing JAK & Dupi" [X Link](https://x.com/semodough/status/2013583812924453090) 2026-01-20T12:06Z 42.4K followers, 19.2K engagements "$CRVS 35% of patients had received prior systemic therapies (n=25) including 50% of patients (n=12) in cohort [--]. $KYMR not sure they did any $CRVS - treated more severe patients patients in these cohorts having more advanced disease with a higher mean baseline EASI (Eczema Area and Severity Index) score compared to patients in cohorts [--] and [--]. The mean baseline EASI in cohort [--] was [----] for the patients treated with $CRVS - treated more severe patients patients in these cohorts having more advanced disease with a higher mean baseline EASI (Eczema Area and Severity Index) score compared to" [X Link](https://x.com/semodough/status/2013584778365174086) 2026-01-20T12:09Z 42.4K followers, [----] engagements "$SLNO price target raised by $8 to $114 at Wells Fargo" [X Link](https://x.com/semodough/status/2013585732997177588) 2026-01-20T12:13Z 42.4K followers, [----] engagements "Zunovo can not be done at home $TGTX SUBq will be able to. Huge advantage $TGTX Those that follow closely MW's thoughts on market space for injections vs. infusion his WAG of 33% for injections; I just saw a discussion on this topic in an Ocrevus group and amazingly 66% preferred the infusions over their Zunovo having done both. Fascinating.fwiw $TGTX Those that follow closely MW's thoughts on market space for injections vs. infusion his WAG of 33% for injections; I just saw a discussion on this topic in an Ocrevus group and amazingly 66% preferred the infusions over their Zunovo having done" [X Link](https://x.com/semodough/status/2013589653153059047) 2026-01-20T12:29Z 42.4K followers, [----] engagements "$CRVS Jefferies $REGN failed therapies $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market $CRVS- congrats to longs 👏 +50% premarket Homerun data was needed for phase 1b readout to avoid a "sell the news" reaction & Miller delivered Of note= activity in patients w/ prior systemic therapy including JAK inhibitors and Dupixent (resistant patients alone= huge market) $CRVS- congrats to longs 👏 +50% premarket Homerun data was needed for phase 1b" [X Link](https://x.com/semodough/status/2013604488318206082) 2026-01-20T13:28Z 42.5K followers, [----] engagements "$CRVS - nice job CRVS son taking on treatment resistant patients Unlike the others. - you now have $SNY $REGN attention $CRVS ORAL - Disease remission for [--] months post treatment https://t.co/omYnfkXXrL $CRVS ORAL - Disease remission for [--] months post treatment https://t.co/omYnfkXXrL" [X Link](https://x.com/semodough/status/2013604973813153976) 2026-01-20T13:30Z 42.4K followers, [----] engagements "@avidresearch $CRVS Jefferies $REGN failed therapies😳 $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market" [X Link](https://x.com/semodough/status/2013943041673904572) 2026-01-21T11:53Z 42.5K followers, [----] engagements "$SNY Sanofi Phase III COAST-2 and SHORE (+TCS) data for amlitelimab in atopic dermatitis (AD) in the coming weeks with no meaningful recruitment differences for COAST-2 vs COAST-1 and with an expectation for similar efficacy;" [X Link](https://x.com/semodough/status/2013959704859332849) 2026-01-21T12:59Z 42.4K followers, [----] engagements "BofA $IKT initiate on Inhibikase currently advancing a prodrug of TKI imatinib for PAH with a Buy $6 PT Despite reasons to believe '001 may be able to reduce AEs think shares are trading with little credit for the opportunity recognize the unknowns especially given setbacks from other attempts but KOLs are optimistic https://twitter.com/i/web/status/2014010882469093620 https://twitter.com/i/web/status/2014010882469093620" [X Link](https://x.com/semodough/status/2014010882469093620) 2026-01-21T16:23Z 42.4K followers, [----] engagements "Wedbush $CRVS not covered) reported early efficacy in atopic dermatitis (EASI-75: 75% or 55% pbo-adjusted; IGA 0/1: 33% also 33% pbo-adjusted) with no major safety signals for its ITK inhibitor soquelitinib. Responses continued to surpass those of KT-621 (STAT6 degrader; $KYMR at [--] weeks Deepening of response through [--] weeks and durable remission following discontinuation further validate ITK as a target in dermatology.Deepening of response through [--] weeks and durable remission following discontinuation (Fig. [--] 4) further validate ITK as a target in dermatology." [X Link](https://x.com/semodough/status/2014013064316674184) 2026-01-21T16:31Z 42.4K followers, [----] engagements "$ALMS Charden initiate coverage with a Buy rating PT of $37 based on the potential of its late-stage clinical pipeline in TYK2-mediated autoimmune disorders. Alumis lead asset envudeucitinib is an oral second-gen allosteric TYK2 inhibitor that recently achieved all primary and secondary endpoints in two phase III trials in moderate-to-severe plaque psoriasis. https://twitter.com/i/web/status/2014049363601834290 https://twitter.com/i/web/status/2014049363601834290" [X Link](https://x.com/semodough/status/2014049363601834290) 2026-01-21T18:56Z 42.4K followers, [----] engagements "$ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in multiple sclerosis 3Q26. Envu: Topline phase II data in systemic lupus erythematosus 2H26: Envu: Topline data from ONWARD3 in psoriasis 2H26: Envu: [--] yr follow up phase II data for psoriasis 2H26. Envu: Potential NDA filing for psoriasis $ALMS Charden initiate coverage with a Buy rating PT of $37 based on the potential of its late-stage clinical pipeline in TYK2-mediated autoimmune disorders. Alumis lead asset envudeucitinib is an oral second-gen" [X Link](https://x.com/semodough/status/2014050569149620251) 2026-01-21T19:00Z 42.4K followers, [----] engagements "$CRVS $KYMR Based on Jefferies analysis of KYMR& dropping IRAK4 and similar share count to $CRVS seems Jefferies should increase CRVS PT to $60 $CRVS has Ph3 trial more safety placebo controlled AD data and is better than KT-621 $CRVS $KYMR Current perception (long-term safety/monitoring + efficacy): ➡Safety: JAKs ITKi STAT6 degrader Dupixent. ➡Efficacy: JAKs/ITKi likely STAT6 degrader Dupixent but ITKi vs JAKs and degrader vs Dupixent need Phase 2/3 replication (esp. itch speed + $CRVS $KYMR Current perception (long-term safety/monitoring + efficacy): ➡Safety: JAKs ITKi STAT6 degrader" [X Link](https://x.com/semodough/status/2014303895401406755) 2026-01-22T11:47Z 42.4K followers, [----] engagements "$JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://investors.januxrx.com/investor-media/news/news-details/2026/Janux-Therapeutics-Announces-Collaboration-and-Exclusive-Worldwide-License-Agreement-with-Bristol-Myers-Squibb-to-Develop-a-Novel-Tumor-Activated-Therapeutic-for-Solid-Tumors/default.aspx" [X Link](https://x.com/semodough/status/2014309422344835093) 2026-01-22T12:09Z 42.5K followers, 23.8K engagements "$JANX $BMY $50 million in upfront and near-term milestone payments and is eligible to receive development regulatory and commercial milestones up to approximately $800 million in the aggregate. Janux is also entitled to tiered royalties on global product sales. $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://t.co/BAjXr43tyQ $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide" [X Link](https://x.com/semodough/status/2014309728113873383) 2026-01-22T12:10Z 42.4K followers, [----] engagements "$DAWN You got to be kidding me until today I didnt realize Alec at BOFA covers $DAWN $TGTX shareholders say what piece of 🤢🤢" [X Link](https://x.com/semodough/status/2014368876037910741) 2026-01-22T16:05Z 42.4K followers, [----] engagements "$ABSI Catalyst 1H 2026: ABS-201 (AGA) Phase [--] Safety Tolerability and PK readout. 2H 2026: ABS-201 (AGA) 13-week interim Proof of Concept (PoC) efficacy readout. 2H 2026: ABS-201 (Endometriosis) Phase [--] trial initiation and potential interim PoC. Early 2027: ABS-201 (AGA) full 26-week topline Phase 1/2a results. 2026: Disclose new clinical candidates based on Origin-1 model. https://twitter.com/i/web/status/2014529260988330457 https://twitter.com/i/web/status/2014529260988330457" [X Link](https://x.com/semodough/status/2014529260988330457) 2026-01-23T02:42Z 42.4K followers, [----] engagements "$ACLX Catalyst 1Q26: FDA to accept anito-cel BLA submission for 4L+ MM and grant PDUFA date 1H26: Additional data from iMMagine-1 and mechanism of action data on safety differentiation of anito-cel Mid-2026: iMMagine-3 expected to complete enrollment 3Q26: Approval of anito-cel for 4L+ MM with imminent launch expected https://twitter.com/i/web/status/2014529553117614259 https://twitter.com/i/web/status/2014529553117614259" [X Link](https://x.com/semodough/status/2014529553117614259) 2026-01-23T02:44Z 42.5K followers, [----] engagements "$CRVS OPPY KOL call Oral options could change the landscape in AD with a clear efficacy bar around 25-30% placebo adjusted EASI75 or a mean change in EASI of 60-70% both at 16wks based on dupilumab. Both $KYMR's '621 and $CRVS' SQL look promising with novel MOAs being an important addition to the space. Dr. Strober seemed a bit more enthusiastic about SQL given the longer treatment experience and placebo arm $CRVS OPPY PT $32 Oppenheimer $CRVS additional AD data that continue to impress across all reported efficacy These results come from Cohort [--] patients dosed with 200mg BID soquelitinib" [X Link](https://x.com/semodough/status/2014734147130896428) 2026-01-23T16:17Z 42.4K followers, [----] engagements "$DYN Catalysts: 2Q26: Z-Rostudirsen BLA submission for AA 2Q26: Z-Rostudirsen initiation of global P3 1Q27: Z-Rostudirsen US launch (assuming Priority Review) 2Q26: Z-Basivarsen complete enrollment for registrational expansion cohort in DM1 1Q27: Z-Basivarsen data for REC 3Q27: Z-Basivarsen potential submission for US AA 1Q28: Z-Basivarsen potential US launch (assuming Priority Review) https://twitter.com/i/web/status/2015082028543180866 https://twitter.com/i/web/status/2015082028543180866" [X Link](https://x.com/semodough/status/2015082028543180866) 2026-01-24T15:19Z 42.4K followers, [----] engagements "$ADAG Catalyst 1Q26: Updated Phase 1b Data for muzastotug + pembro in MSS CRC focusing on DoR and OS in the [--] mg/kg cohorts. 2H26: Initial clinical readout from the company-sponsored Phase 1b trial evaluating triplet combination of ADG126 + pembro + chemotherapy. Late 2026/Early 2027: Topline data from the randomized Phase [--] dose-optimization study (10 mg/ kg vs. [--] mg/kg) in MSS CRC without liver metastases (NLM). 2027: Initiation of the registrational Phase [--] trial in late-line MSS CRC NLM following FDA alignment on the standard-of-care control arm." [X Link](https://x.com/semodough/status/2015083689856602174) 2026-01-24T15:26Z 42.5K followers, [----] engagements "$ALMS Catalyst 1H26: Full tables Phase [--] PsO disclosure (AAD/medical meeting) - the next leg of the debate. 2H26: PsO NDA package build - durability becomes the gating concept. The path is increasingly about proving durable high clearance and commercial staying power not can it hit PASI 3Q26: LUMUS Phase 2b SLE topline - the first true pipeline multiplier. A clean lupus signal would offer pipeline-in-a-pill narrative beyond PsO and expand strategic optionality. 1H26: Phase [--] start for A-005 (CNS-penetrant TYK2) in MS - second-asset value crystallization. Two distinct TYK2 shots on goal" [X Link](https://x.com/semodough/status/2015084199997563338) 2026-01-24T15:28Z 42.5K followers, [----] engagements "$CRVS listening to CEO speak & $REGN speak DUPIXENT does not due well on all Groups -$CRVS enrolled failures & most difficult to treat & still ended up with data better then SOC @seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA @seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA" [X Link](https://x.com/semodough/status/2015085553008496690) 2026-01-24T15:33Z 42.4K followers, 21K engagements "$ARGX Catalyst VYVGART (efgartigimod) 5/10/2026 PDUFA Date for AChR-Ab Seronegative gMG 1Q [----] Topline Phase [--] Data (ADAPT OCULUS) in Ocular MG 4Q [----] Topline Phase therathera Data (ADVANCE-NEXT) in Primary ITP 3Q [----] Topline Phase [--] Data (ALKIVIA) in Myositis (AIM) End of [----] Commercial Launch for Seronegative gMG (if approved) [----] Commercial Launch for SC Autoinjector 1H [----] Initiation of Registrational Study in Graves Disease Empasiprubart Mid-2026 Go/No-Go Decision for Phase [--] VARVARA study (DGF) 3Q [----] Initiation of CMS Registrational Study 4Q [----] Topline Phase [--] Data (EMPASSION)" [X Link](https://x.com/semodough/status/2015093339075248567) 2026-01-24T16:04Z 42.4K followers, [----] engagements "$CABA Catalyst 1H [----] Clinical manufacturing data for the automated Cellares Cell Shuttle platform. 1H [----] No-preconditioning (no-PC) dose-ranging data in Pemphigus Vulgaris (PV) 1H [----] Complete Phase 1/2 data across three RESET clinical trials: SLE/LN Systemic Sclerosis (SSc) and Myasthenia Gravis (MG). 1H [----] FDA alignment on registrational design for the RESET-SSc program 1H/2H [----] No-preconditioning (no-PC) dose-ranging data in SLE/ LN Mid-2026 FDA alignment on registrational design for the RESET-MG program. [----] BLA submission for rese-cel in Myositis (DM/ASyS)" [X Link](https://x.com/semodough/status/2015093841762652291) 2026-01-24T16:06Z 42.4K followers, [----] engagements "$CRSP Catalyst Quarterly: CASGEVY commercial launch updates: Ongoing disclosure on ATC activation collections and infusion throughput as the launch scales globally. 1H26: CTX340 (AGT/rHTN) Phase [--] initiation: First-in-human study start in refractory hypertension with early focus on BP lowering and safety/tolerability. 1H26: In vivo CAR-T preclinical update: Additional data across transient vs. integrating approaches with emphasis on controllability durability and safety. Mid-2026: CTX460 (SERPINA1/AATD) Phase [--] initiation: Clinical entry of the SyNTase platform in AATD with management" [X Link](https://x.com/semodough/status/2015096784863838315) 2026-01-24T16:18Z 42.5K followers, [----] engagements "$DAWN Catalyst 2026: EMA regulatory decision for OJEMDA in relapsed/refractory BRAF-altered pLGG. 1H26: Completion of enrollment in FIREFLY-2 Phase [--] frontline pLGG trial. 2026: Initial clinical updates from DAY301 PTK7-targeted ADC program. 2026: Development plan and timeline update for Emi-Le in adenoid cystic carcinoma. $DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda pipeline filling out: Our $236M [----] Ojemda revenue estimates (+$9M cons) falls within the guided $225-250M range representing strong growth YoY. $DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda" [X Link](https://x.com/semodough/status/2015099872559415636) 2026-01-24T16:30Z 42.4K followers, [----] engagements "$TGTX important observation occurring-Retention &Duration - recent social media checks showing large numbers of #Bruimvi patients on therapy now [--] years [--] yrs even [--] years - with no new lesions or relapses - many quoting best they ever felt - patients switching to BRIUMVI are staying on BRIUMVI #MS $TGTX - over [-----] patients on avg switch therapies each year - one nugget we know is $TGTX retention rate better then they forecasted [--] years ago - DURATION of treatment - REOCCURRING Revenue- amazed how many investors still not comprehending the outcomes longterm $TGTX - over [-----] patients on" [X Link](https://x.com/semodough/status/2015107874481979882) 2026-01-24T17:02Z 42.4K followers, 10.1K engagements "$APGE $REGN $SNY CONJUNCTIVITIS issues there was a higher rate of total conjunctivitis rate for APG777 vs Pbo (18.3% vs 2.4%) which look numerically higher vs Dupi's pooled monotx data from Ph.2b and SOLO1/2 (7.7% for 300mg QW 9.1% for 300mg Q2W) as well as Lebri monotx (7.4-7.5% in ADvocate 1/2) it's small N and a bit too early to say (N=83 for APGE vs N300-500 for Dupi/Lebri). APGE's conjunctivitis events led to no drug d/c interruptions or adjustments and were transient w/ 29d median time to resolution and only 3.7% of pts had ongoing conjunctivitis at wk16 which mgmt indicated is in-line" [X Link](https://x.com/semodough/status/2015117998516769102) 2026-01-24T17:42Z 42.5K followers, [----] engagements "$PRAX piper hosted PRAX mgmt for an investor dinner ahead of ulixacaltamide's ET and relutrigine's SCN2A/SCN8A DEE NDA submissions by mid-February [----]. Importantly we came away confident in potential approvals where mgmt highlighted pristine execution with a focus on efficient processes to maximize success https://twitter.com/i/web/status/2015124696950296735 https://twitter.com/i/web/status/2015124696950296735" [X Link](https://x.com/semodough/status/2015124696950296735) 2026-01-24T18:09Z 42.4K followers, [----] engagements "$PRAX Notably most of conversation focused on ulixacaltamide's $10B ET opportunity where mgmt reiterated significant unmet need with 50% of dropout patients asking to come back on therapy. Additionally mgmt provided commercial preparation tidbits where they expect to target 13K neurologists with a 300- person sales team and noted ET patients are easily accessible with typical neurologists seeing 50-100. Hence this sets the stage for a strong ulixacaltamide launch (pending approval) where potential annual pricing $50-75K all but ensures multi-blockbuster success. Thus continue to view PRAX as" [X Link](https://x.com/semodough/status/2015125153147977790) 2026-01-24T18:10Z 42.4K followers, [----] engagements "$DERM Catalyst 2026: Continued prescription growth for Emrosi and stabilization of gross-to-nets through [----]. 2026: Stabilization of the Emrosi gross to net (GTN) percentages. Potential BD/in-licensing to leverage the existing derm sales infrastructure. $DERM (L) Interesting move today on above avg volume (caveat could always see "sell the news" reaction if Emrosi launch metrics for Q4 disappoint) Has been in "Companies I'd Start With" section of our Weekly Recap since entered in October & added on dips to $7 (to 10% https://t.co/Cmu3R7ICtk $DERM (L) Interesting move today on above avg" [X Link](https://x.com/semodough/status/2015149197629047258) 2026-01-24T19:46Z 42.4K followers, [----] engagements "$ERAS Catalyst 1H26: Initial Phase [--] monotherapy data from AURORAS-1 for ERAS-0015 (pan-RAS molecular glue). 2H26: Initiation of ERAS-0015 monotherapy expansion and combination dose-escalation cohorts. 2H26: Initial Phase [--] monotherapy data from BOREALIS-1 for ERAS-4001 (pan-KRAS inhibitor). 2027: Expansion cohort and combination data updates across both programs. https://twitter.com/i/web/status/2015149843107217611 https://twitter.com/i/web/status/2015149843107217611" [X Link](https://x.com/semodough/status/2015149843107217611) 2026-01-24T19:48Z 42.4K followers, [----] engagements "$INSM Catalyst Mar/Apr 2026: Phase [--] ENCORE topline (ARIKAYCE in newly diagnosed/recurrent MAC). 1H26: BRINSUPRI EU launch (approved; commercial launch planned). Early 2026: TPIP Phase [--] PAH initiation (PALM-PAH). 2Q26: Phase 2b CEDAR topline (brensocatib in HS). 2H26: Potential ARIKAYCE sNDA timing (if ENCORE positive) and TPIP PAH OLE update 2H26: TPIP Phase [--] PPF/IPF initiations (post FDA alignment) 2026: INS1033 IND (RA/IBD) and Stargardt IND (INS1203) https://twitter.com/i/web/status/2015150616373506122 https://twitter.com/i/web/status/2015150616373506122" [X Link](https://x.com/semodough/status/2015150616373506122) 2026-01-24T19:52Z 42.4K followers, [----] engagements "$IRON Catalyst Bitopertin Early [----] Potential FDA Approval and Commercial Launch (EPP) Mid [----] Full Promotional Launch Campaign Early [----] APOLLO Confirmatory Trial Topline Data [----] Ex-US Regulatory Submissions DISC-0974 2H26 Updated Phase [--] RALLY-MF anemia data [----] Initiate Phase [--] RALLY-IBD study and report data DISC-3405 2H26 Initial Phase [--] RESTORE-PV Clinical Data 2H26 Initial Phase 1b Clinical Data (Sickle Cell Disease) https://twitter.com/i/web/status/2015150865191985370 https://twitter.com/i/web/status/2015150865191985370" [X Link](https://x.com/semodough/status/2015150865191985370) 2026-01-24T19:53Z 42.5K followers, [----] engagements "$KURA Catalyst 1H26: Updated KOMET-007 data evaluating ziftomenib in combination with 7+3 in 1L NPM1-m or KMT2A-r AML 1H26: Initiate Phase 1b expansion cohorts of darlifarnib and cabozantinib in advanced RCC 1H26: Preliminary data from darlifarnib and adagrasib in KRASG12C-m solid tumors 2H26: Preliminary KOMET-008 data evaluating ziftomenib in combination with gilteritinib in r/r NPM1-m/FLT3-m AML 2026: Continued enrollment in Phase [--] KOMET-017-IC and -NIC of ziftomenib in 1L AML and Phase 1a combination trial with imatinib in GI stromal tumors" [X Link](https://x.com/semodough/status/2015151221955231929) 2026-01-24T19:54Z 42.4K followers, [----] engagements "$OLMA Catalyst Late March/Early April 2026: Phase [--] persevERA giredestrant + palbociclib (CDK4/6i) data in 1L ER+/HER2- metastatic breast cancer (mBC) 1H26: Initial Phase [--] OP-3136 (KAT6i) data in solid tumors Fall 2026: Phase [--] OPERA-01 palazestrant (pala) monotherapy data in 2L/3L ER+/HER2- mBC 2H26: Phase [--] SERENA-4 data for camizestrant + palbociclib in 1L ER+/HER2- mBC https://twitter.com/i/web/status/2015152442615222714 https://twitter.com/i/web/status/2015152442615222714" [X Link](https://x.com/semodough/status/2015152442615222714) 2026-01-24T19:59Z 42.5K followers, [----] engagements "$PEPG Catalyst 1Q 2026: Topline data from the [--] mg/kg Multi-Ascending Dose (MAD) cohort of the FREEDOM2 trial in Myotonic Dystrophy Type [--] (DM1). 1H 2026: Initiation of the [--] mg/kg MAD cohort for FREEDOM2. 2H 2026: Longer-term MAD data including functional outcomes" [X Link](https://x.com/semodough/status/2015152931050271110) 2026-01-24T20:01Z 42.5K followers, [----] engagements "$PRAX Catalyst Ulixacaltamide mid-Feb NDA submission of ulixacaltamide in Essential Tremor (ET) Vormatrigine 1H26 Topline results from the POWER [--] Phase 2/3 study in Focal Epilepsy 1H26 POWER3 initiation in Focal Epilepsy 2H26 complete enrollment of POWER [--] study in Focal Epilepsy [----] data of POWER2 [----] NDA submission in Focal Epilepsy Relutrigine mid-Feb NDA submission in SCN2A and SCN8A DEEs 2H26 Complete enrollment of EMBERALD in Other DEEs Elsunersen 1H26 topline data from EMBRAVE Part A in SCN2A DEE 2H26 topline EMBRAVE3 registrational study in SCN2A DEE [----] NDA submission in SCN2A" [X Link](https://x.com/semodough/status/2015153248131310033) 2026-01-24T20:02Z 42.4K followers, [----] engagements "$JANX BTIG comments Base Case Assumptions: $100 Price Target JANX007 (PSMA x CD3 T cell engager) for 2L/3L+ mCRPC patients - [----] market entry 45% peak market penetration and 50% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ mCRC patients - [----] market entry 40% peak market penetration and 25% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ NSCLC patients - [----] market entry 25% peak market penetration and 30% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ HNSCC patients - [----] market entry 45% peak market penetration and 25%" [X Link](https://x.com/semodough/status/2015464781612753239) 2026-01-25T16:40Z 42.4K followers, [----] engagements "$ABVX $PALI $SYRE BTIG IBD catalysts we care about in 2026: ABVX 52wk Phase [--] ABTECT results (late 2Q26) ABVX Phase 2b Crohn's disease induction data (late 2026) SYRE Phase [--] monotherapy UC data (starting in 2Q26) potential initiation of Tremfya +golimumab Phase [--] trials (JNJ Not Rated) public disclosure of DUET-UC/CD data (2026) Agomab (Private; F-1 filed late last week) FSCD Phase 2b initiation (2H26) and PALI (Not Rated) Phase 1b FSCD data (1Q26). Obefazimod remains in a class of its own; all eyes on 52wk (8wk + 44wk) maintenance data in late 2Q26" [X Link](https://x.com/semodough/status/2015465445520797718) 2026-01-25T16:43Z 42.5K followers, [----] engagements "$CRVS $APGE $KYMR Mizuho Expert Series call will take place TODAY on Monday January [--] from 9:00AM-10:00AM ET; $CRVS Mizuho KOL Call A Leading Dermatologist To Discuss Soquelitinib & Updated P1 Data in AtD Following up on recent positive updated P1 data for CRVS' lead asset soquelitinib (a novel oral ITK inhibitor) in atopic dermatitis/AtD in our next Mizuho Biotech Expert series $CRVS Mizuho KOL Call A Leading Dermatologist To Discuss Soquelitinib & Updated P1 Data in AtD Following up on recent positive updated P1 data for CRVS' lead asset soquelitinib (a novel oral ITK inhibitor) in atopic" [X Link](https://x.com/semodough/status/2015792584015122622) 2026-01-26T14:22Z 42.5K followers, [----] engagements "$GUTS HCW new report BUY PT $8 Catalyst-rich [----] supports opportunities for first commercial launch. bullish view relies primarily on Revita's clinically meaningful and statistically significant data supporting its first-in-class potential to preserve weight loss after GLP-1 RA discontinuation using a non-chronic strategy. Based on positive early pivotal results (more below) we project favorable topline data and PMA filing in [----] with potential approval and commercialization in [----] $GUTS catalysts & thank you @Vulpescap for $GUTS a summary https://t.co/ui5SiVWLdV $GUTS catalysts & thank" [X Link](https://x.com/semodough/status/2015800972757410158) 2026-01-26T14:56Z 42.4K followers, 13.6K engagements "$GUTS highlight key [----] catalysts for Revita next: January 2026: REMAIN-1 midpoint cohort at six months 2Q26: REVEAL-1 open-label cohort at [--] months 3Q26: REMAIN-1 midpoint cohort at one year 2H26: REMAIN-1 pivotal cohort at six months 2H26: Potential PMA filing $GUTS HCW new report BUY PT $8 Catalyst-rich [----] supports opportunities for first commercial launch. bullish view relies primarily on Revita's clinically meaningful and statistically significant data supporting its first-in-class potential to preserve weight loss after GLP-1 RA $GUTS HCW new report BUY PT $8 Catalyst-rich 2026" [X Link](https://x.com/semodough/status/2015801279910396364) 2026-01-26T14:57Z 42.4K followers, 10.1K engagements "$OLMA (OUTPERFORM LIFESCI $45.00 PT): Incorporating Some Value for the Potential with Olema's Oral SERD/CERAN Palazestrant in Adjuvant ER+ Breast Cancer; Moving Our PT to $45/Share" [X Link](https://x.com/semodough/status/2015956842799661217) 2026-01-27T01:15Z 42.5K followers, [----] engagements "$TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for Patients with Relapsing Multiple Sclerosis Initiating Ublituximab https://www.abstractsonline.com/pp8/#/21408/presentation/879 https://www.abstractsonline.com/pp8/#/21408/presentation/879" [X Link](https://x.com/semodough/status/2016128664933449987) 2026-01-27T12:38Z 42.4K followers, [----] engagements "$TGTX Study Design of a Phase [--] Ublituximab Dose Confirmation Study in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS I https://www.abstractsonline.com/pp8/#/21408/presentation/599 https://www.abstractsonline.com/pp8/#/21408/presentation/599" [X Link](https://x.com/semodough/status/2016128772357882202) 2026-01-27T12:38Z 42.4K followers, [----] engagements "$TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://www.abstractsonline.com/pp8/#/21408/presentation/600 https://www.abstractsonline.com/pp8/#/21408/presentation/600" [X Link](https://x.com/semodough/status/2016128915480199279) 2026-01-27T12:39Z 42.4K followers, [----] engagements "$TGTX Conclusions: ENABLE patients experienced lower IRRs at the first dose compared to ULTIMATE. IRRs continued to decrease at subsequent doses and infusions were completed within the specified time. Overall ublituximab infusions were well-tolerated in this real-world observational study. $TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for Patients with Relapsing Multiple Sclerosis Initiating Ublituximab https://t.co/WhVGj72waS $TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for" [X Link](https://x.com/semodough/status/2016130384036057447) 2026-01-27T12:45Z 42.4K followers, [----] engagements "$TGTX Conclusions: Disease activity remained low and stable in patients transitioning to ublituximab from other anti-CD20 therapies. The 48-week increase in TNFSF13B generates the hypothesis that ublituximab induces more profound B-cell depletion than prior anti-CD20 therapies. These findings highlight the MSDA Test's utility as a sensitive tool for monitoring disease stability and specific responses to treatment. $TGTX Multi-protein Biomarker Test Results for Participants Treated with Ublituximab from the Study to Evaluate Safety Efficacy and Pharmacokinetics (PK) of a Modified Regimen of" [X Link](https://x.com/semodough/status/2016131017350815957) 2026-01-27T12:47Z 42.4K followers, [----] engagements "$TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven $TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://t.co/IXutbKDPRv $TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://t.co/IXutbKDPRv" [X Link](https://x.com/semodough/status/2016142352348250606) 2026-01-27T13:32Z 42.4K followers, 11.9K engagements "$TGTX [-----] to [-----] per year have Fingolimoid Drs will switch over night on patients taking Gilenya if ARR is better & hard to believe BRIUMVI will not be superior to Gilenya $TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven $TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven" [X Link](https://x.com/semodough/status/2016144964564963657) 2026-01-27T13:43Z 42.4K followers, [----] engagements "BIG PHARMA earnings $AZN $BMY $LLY $MRK $PFE $NVS $NVO" [X Link](https://x.com/semodough/status/2016264285517730260) 2026-01-27T21:37Z 42.5K followers, [----] engagements "$AZN [--] phase [--] readouts $AZN must have one of the busiest / most attractive [----] catalyst calendar among all of biopharma [--] Ph3 readouts many with SOC-defining potential in multi-billion dollar markets. Impressive https://t.co/VKtK9QY328 $AZN must have one of the busiest / most attractive [----] catalyst calendar among all of biopharma [--] Ph3 readouts many with SOC-defining potential in multi-billion dollar markets. Impressive https://t.co/VKtK9QY328" [X Link](https://x.com/semodough/status/2016268878549053756) 2026-01-27T21:55Z 42.5K followers, [----] engagements "$TGTX gives good guidance & shorts almost back to highs" [X Link](https://x.com/semodough/status/2016301234802548773) 2026-01-28T00:04Z 42.5K followers, [----] engagements "$GUTS didnt realize so many shorts here" [X Link](https://x.com/semodough/status/2016302837056053266) 2026-01-28T00:10Z 42.4K followers, [----] engagements "$LQDA short interest" [X Link](https://x.com/semodough/status/2016303878484992435) 2026-01-28T00:14Z 42.4K followers, [----] engagements "$NKTR short interest" [X Link](https://x.com/semodough/status/2016304286934716915) 2026-01-28T00:16Z 42.5K followers, [----] engagements "$GOSS short interest" [X Link](https://x.com/semodough/status/2016304499002933611) 2026-01-28T00:17Z 42.4K followers, [----] engagements "$ABVX short interest" [X Link](https://x.com/semodough/status/2016310001652936827) 2026-01-28T00:39Z 42.5K followers, 15.1K engagements "Barclays #BIOTECHS initiate coverage of $ALT $APLS $ASND $BBIO $GOSS $INSM $IVA $MBX $MDGL $QURE $SGMT and TYRA. With this report we also transfer coverage of $ALNY BMRN FDMT IONS $KYMR MRNA SRPT PTCT $RARE RGNX and VRTX Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction ideas: $BBIO $MDGL $PTCT $VRTX $TYRA & more. Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of 12" [X Link](https://x.com/semodough/status/2016344146974298542) 2026-01-28T02:54Z 42.5K followers, [----] engagements "$BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction ideas: $BBIO $MDGL $PTCT $VRTX $TYRA & more. Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction" [X Link](https://x.com/semodough/status/2016360937670808014) 2026-01-28T04:01Z 42.4K followers, 11.7K engagements "$BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch continues to go well. We think BBIO could become the next INSM/ALNY and become an emerging large cap. $BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline $BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline" [X Link](https://x.com/semodough/status/2016484311675895927) 2026-01-28T12:11Z 42.4K followers, 17K engagements "$TEVA BOFA reported 4Q results broadly in-line with its pre-announcement delivering sales of $4.2bn (+2% Y/Y local currency) Looking to FY26 think the adj EBITDA guidance for $5.15bn (midpoint) is encouraging and implies underlying +5% Y/Y growth" [X Link](https://x.com/semodough/status/2016524765985423726) 2026-01-28T14:52Z 42.4K followers, [----] engagements "$TGTX Cowen updated $TGTX model in conjunction with TD Cowen Biotech's adjusted our 2026+ rev estimates account for TG's current [----] guidance range of $875-900MM view as conservative &likely to be revised upwards.maintain our $50 DCF-based PT - also seeing [--] BILLION in revenues [--] years out - patent past [----] Analysts have an average price target of $49.50 for $TGTX Revs will be north of $1B in [----]. This is an obvious bolt on to any big pharma facing patent cliff - Goldman Sachs: $39 (Hold/Neutral) - H.C. Wainwright: $60 (Buy) - J.P. Morgan: $49 (Buy/Overweight) - TD Cowen: $50 (Buy)" [X Link](https://x.com/semodough/status/2016927815644389791) 2026-01-29T17:33Z 42.4K followers, 12.8K engagements "$PRAX(Buy)- Cowen Model Update-Raising PT to $554 from $353" [X Link](https://x.com/semodough/status/2016933763037397314) 2026-01-29T17:57Z 42.4K followers, [----] engagements "$DAWN Buy) Cowen Model Update Ahead Of Q4 Earnings-Lowering PT to $24 from $34.updated Q4 sales estimate to be in-line with pre-report and decreased our [----] Ojemda revenue estimate to $240MM within issued guidance of $225-250MM (note here). This led to new DCF-based PT of $24 https://twitter.com/i/web/status/2016937452993134883 https://twitter.com/i/web/status/2016937452993134883" [X Link](https://x.com/semodough/status/2016937452993134883) 2026-01-29T18:12Z 42.4K followers, [----] engagements "LIFESCI $RVMD Mgmt Discussion Takeaways: Incremental Color on RASolute [---] Dynamics Pipeline Execution and Early Clinical-Stage Assets January [--] [----] OUTPERFORM PRICE TARGET: $144.00" [X Link](https://x.com/semodough/status/2016973578957205612) 2026-01-29T20:35Z 42.4K followers, [----] engagements "$XBI #BIOTECHS investors keeping asking about M&A - imho one of most important slides out there if you own Biotechs - incredible % of Pharma Company Sales and % Of Pharma Company EPS Vulnerable to Patent Expirations 2025-2030 Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We Believe Have Potential For A Strong [----] Include: $ACLX $ANNX $APGE $APLS $AVTX $AXSM $BBIO $CBIO $OCUL $PVLA $QURE $RVMD $VRTX $XENE." https://t.co/IQ7lM5KlwY Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We" [X Link](https://x.com/semodough/status/2017060133310697798) 2026-01-30T02:19Z 42.4K followers, 19.2K engagements "$WVE Cantor WVE CEO Paul Bolno for our next edition of Cantor Catalysts. Wednesday 2/4 @ 1PM" [X Link](https://x.com/semodough/status/2017227315567071343) 2026-01-30T13:24Z 42.4K followers, [----] engagements "@HOThomasWPhelps Yes OX40 is not disease modifying - what will $SNY do next" [X Link](https://x.com/semodough/status/2017231161886404922) 2026-01-30T13:39Z 42.4K followers, [----] engagements "@Prof_Oak_ After reading Barclays deep dive on $BBIO imagine many rethinking $BBIO" [X Link](https://x.com/semodough/status/2017307655849599031) 2026-01-30T18:43Z 42.4K followers, [----] engagements "$RGEN cash of $18.9B in cash and $1.99B in long-term debt. [----] the year they make bigger deals" [X Link](https://x.com/semodough/status/2017311480127885819) 2026-01-30T18:58Z 42.5K followers, [----] engagements "$SNY bofa SAN FP: Sanofi: Feedback from CEO & Head of R&D analyst meeting - BUY - France- Amlitelimab re-iterate commercial potential Eur3-5bn $CRVS #soquelitinib safety across study is very clean. https://t.co/jz6eiagImS $CRVS #soquelitinib safety across study is very clean. https://t.co/jz6eiagImS" [X Link](https://x.com/semodough/status/2017739109335175379) 2026-01-31T23:17Z 42.5K followers, [----] engagements "$SNY Amlitelimab re-iterate commercial potential Eur3-5bn Frames amlitelimab opp in atopic dermatitis as cEur3bn based on existing data on safety profile potential Q12W dosing and rapid onset at [--] weeks +TCS. Further sees positive data for PIII ESTUARY persistence of efficacy study 1H26 potentially increasing opp to cEur5bn. Both are broad re-iterations of prior peak sales and in contrast to investor caution. $SNY bofa SAN FP: Sanofi: Feedback from CEO & Head of R&D analyst meeting - BUY - France- Amlitelimab re-iterate commercial potential Eur3-5bn $SNY bofa SAN FP: Sanofi: Feedback from CEO" [X Link](https://x.com/semodough/status/2017739429742248297) 2026-01-31T23:19Z 42.5K followers, [----] engagements "Cantor Schimmer handful of data catalysts coming up - most likely all in March Ph3 infigratinib for achondroplasia $BBIO) Ph3 COMP360 for TRD $CMPS) Ph3 azetukalner for FOS $XENE) Pivotal Ph2 QTORIN Rapamycin for mLM $PVLA)" [X Link](https://x.com/semodough/status/2017740081960735098) 2026-01-31T23:21Z 42.4K followers, [----] engagements "Piper $SNY Overall much of conversation focused on amlitelimab (anti-OX40) where SNY is bullish for this novel mechanism to expand the AD market upon entry considering there is only 18% biologic penetration. Thus believe this underscores $NKTR's REZPEG value-proposition in AD recognizing its unique MoA and already competitive efficacy/safety vs amlitelimab could be strengthened by upcoming AD maintenance data in 1Q26. $CRVS Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of" [X Link](https://x.com/semodough/status/2017745420429234431) 2026-01-31T23:42Z 42.5K followers, 20.7K engagements "$SNY is armed with at-most 15B to allocate towards BD opportunities with a focus on Ph1 and Ph2 assets to strengthen their existing therapeutic areas. On the call mgmt reflected on their overall growth strategy and stressed business development (BD) will be a key tool used to support/replenish their early-stage pipeline in the coming years although SNY will prioritize smart capital allocation and thoughtful consideration of all opportunities. Piper Piper $SNY Overall much of conversation focused on amlitelimab (anti-OX40) where SNY is bullish for this novel mechanism to expand the AD market" [X Link](https://x.com/semodough/status/2017745737736409359) 2026-01-31T23:44Z 42.5K followers, [----] engagements "Cantor $REGN: Quiet Before LAG3; Raise PT to $800" [X Link](https://x.com/semodough/status/2018130678299210069) 2026-02-02T01:13Z 42.4K followers, [----] engagements "$CRVS Jefferies BUY PT $42 new [--] page Deeper Dive into Key Debates on CRVS SQL Ph1 AD Data and ITK MOA-While awaiting more clinical data we see that SQL/ ITK could represent next big I&I drug/ class" [X Link](https://x.com/semodough/status/2018132097370640894) 2026-02-02T01:19Z 42.4K followers, 15.9K engagements "$NVO Oral Wegovy's TRx came in at 26.1k on IMS & 26.8k on Symphony for its third week of launch - oral Wegovy IMS scripts (26.1k) look numerically higher vs both Wegovy injectable (3.1k) and Zepbound pen (15.6k) in their third week of launch. $LLY $VKTX $PFE $NVO Novo's Wegovy pill surpasses [-----] prescriptions in second full week. $LLY $VKTX https://t.co/7FkZsfxfYj $NVO Novo's Wegovy pill surpasses [-----] prescriptions in second full week. $LLY $VKTX https://t.co/7FkZsfxfYj" [X Link](https://x.com/semodough/status/2018135827511939291) 2026-02-02T01:34Z 42.4K followers, [----] engagements "$RVMD JP polled [--] PDAC- focused oncologists who treat an average of [---] PDAC patients annually and asked about their expectations for dara adoption in their practices Net-net our poll points to a highly favorable set-up for RVMDs opportunity in PDAC. 302s win is likely going to uncover more than just the opportunity in 2L given the unmet needs and the lack of available options https://twitter.com/i/web/status/2018142113444089950 https://twitter.com/i/web/status/2018142113444089950" [X Link](https://x.com/semodough/status/2018142113444089950) 2026-02-02T01:59Z 42.4K followers, [----] engagements "$PCVX Investors are increasingly paying attention to PCVX's comeback. Adult market is the near- term focus. We don't see major push-back on likely high POS for Ph3 based on strong Ph2 data while it is still under-appreciated that adult PCV market could be multiple of current $1-2B size expecting stock moving higher into the readout given adult market alone still under-appreciated to be a growing $5-6B+ opportunity. https://twitter.com/i/web/status/2018144559239213230 https://twitter.com/i/web/status/2018144559239213230" [X Link](https://x.com/semodough/status/2018144559239213230) 2026-02-02T02:08Z 42.5K followers, [----] engagements "$TGTX Jeff has PK SUBq data listed as medium catalyst 1H26 $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by [----]. $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by 2030" [X Link](https://x.com/semodough/status/2018146002079805656) 2026-02-02T02:14Z 42.4K followers, 12.6K engagements "$PTGX ROYALTIES $JNJ has elevated Icotrokinra as the #2 priority in its immunology portfolio second only to Tremfya signaling a major long-term commitment to this oral peptide - 2nd $TAK Takeda has obtained priority review for rusfertide (FDA decision expected by August 2026) and is treating it as a crown jewel in its [------] launch roster. $TGTX Jeff has PK SUBq data listed as medium catalyst 1H26 $TGTX Jeff has PK SUBq data listed as medium catalyst 1H26" [X Link](https://x.com/semodough/status/2018328877538353411) 2026-02-02T14:21Z 42.4K followers, [----] engagements "$CRVS DR Grando was particularly impressed w/ SQL's reported safety calling it "impeccable" believes that an [--] wk Tx period is enough time to see safety signals and a [--] wk Tx is enough time to understand long-term safety sees the reported EASI-75/ [--] data as very impressive on par w/ that reported by JAKi and much higher than that reported by biologics including Dupi $CRVS Jefferies Bottom line. KOL call w/ Dr. Grando added further support to our thesis for the treatment paradigm-changing potential of ITK inhibitors in AD as KOL spotlighted SQL's impressively clean Ph1 safety profile &strong" [X Link](https://x.com/semodough/status/2018349176078381249) 2026-02-02T15:41Z 42.5K followers, [----] engagements "$AZN $TECX @plainyogurt21 Just found some interesting data on long-term oral relaxin by AZ. Theyre talking about a clear antifibrotic effect with long-term use. https://t.co/VqAiT6RuRs @plainyogurt21 Just found some interesting data on long-term oral relaxin by AZ. Theyre talking about a clear antifibrotic effect with long-term use. https://t.co/VqAiT6RuRs" [X Link](https://x.com/semodough/status/2018350356443353097) 2026-02-02T15:46Z 42.5K followers, [----] engagements "@Sanctuary_Bio Major sentiment change reversal on $PCVX last couple months" [X Link](https://x.com/semodough/status/2018361391657148626) 2026-02-02T16:30Z 42.5K followers, [----] engagements "$ABVX looking at $AZN moving to new exchange and away from ADS 😳😳🤔🤔🤔🤷♂🤷♂" [X Link](https://x.com/semodough/status/2018372331823833418) 2026-02-02T17:13Z 42.5K followers, 10.8K engagements "@LimitedHangOut1 @ej23ny Agree DENISE -makes todays news a NOTHING" [X Link](https://x.com/semodough/status/2018418467272028214) 2026-02-02T20:17Z 42.4K followers, [---] engagements "$NKTR BRiley $NKTR Buy; $105.00 PT) AMGN's OX40 targeting roca Ph3 termination positions NKTR's REZPEG as the flagship asset within immune rebalancing atopic dermatitis space. SNY's (NR) amli Kaposi sarcoma case (HHV-8 susceptibility) disclosed on 4Q call (1/29) reinforces REZPEG's clean Ph2b safety differentiation. remain buyers into imminent 52-week maintenance data; AAD'26 late March presentation direct showdown with SNY's COAST [--] full data disclosures. Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60%" [X Link](https://x.com/semodough/status/2018465107542524353) 2026-02-02T23:22Z 42.4K followers, 23.4K engagements "$BBIO MS BridgeBio Pharma (BBIO OW $96 PT updated model PROPEL3 and Dual NDAs Define a Pivotal [----] $BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch continues to go well. We think BBIO could $BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch" [X Link](https://x.com/semodough/status/2018505349376950477) 2026-02-03T02:02Z 42.4K followers, [----] engagements "$MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY" [X Link](https://x.com/semodough/status/2018650975444332738) 2026-02-03T11:41Z 42.4K followers, [----] engagements "$PFE #Obesity [--] Phase [--] trials with PF3944 expected to advance in 2026; expansive clinical development program underway with 20+ planned and ongoing studies across diverse obesity pipeline Pfizer $PFE obesity drug data https://t.co/msJCoppJHC Pfizer $PFE obesity drug data https://t.co/msJCoppJHC" [X Link](https://x.com/semodough/status/2018651654456053921) 2026-02-03T11:43Z 42.4K followers, [----] engagements "$CYTK Truist $CYTK - Updating WAC price and estimates pre-4Q25; PT to $92 from $84" [X Link](https://x.com/semodough/status/2018659464333996398) 2026-02-03T12:14Z 42.4K followers, [----] engagements "BOfa few model updates $MDGL lowered PT ($570 vs. $595); $BBIO ($88 vs. $85 prior" [X Link](https://x.com/semodough/status/2018670099532542062) 2026-02-03T12:57Z 42.4K followers, [----] engagements "$TGTX Jeffries BUY PT $46 TGTX Catchup: Briumvi Rev Continues to Strong Momentum w/ SC Topline by '26/'27- believe will be a major stock-moving event with strategic value given potential best-in-class profile" [X Link](https://x.com/semodough/status/2018711241615716595) 2026-02-03T15:40Z 42.4K followers, [----] engagements "$VRNA $MRK Ohtuvayre in first quarter reported $178million $MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY $MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY" [X Link](https://x.com/semodough/status/2018741742053605582) 2026-02-03T17:41Z 42.4K followers, [----] engagements "$CTMX CEO very very active drug in late line CRC is what sticks out to other researchers Cantor Catalysts: Webinar with $CTMX Tomorrow (February 3rd @ 2:30PM ET) Cantor Catalysts: Webinar with $CTMX Tomorrow (February 3rd @ 2:30PM ET)" [X Link](https://x.com/semodough/status/2018772183598682266) 2026-02-03T19:42Z 42.4K followers, 18.3K engagements "$AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://investors.amgen.com/news-releases/news-release-details/amgen-reports-fourth-quarter-and-full-year-2025-financial/ https://investors.amgen.com/news-releases/news-release-details/amgen-reports-fourth-quarter-and-full-year-2025-financial/" [X Link](https://x.com/semodough/status/2018792799802368127) 2026-02-03T21:04Z 42.5K followers, [----] engagements "$PFE Business development: MGT reiterated commitment to bolt-on BD with $7bn of capacity" [X Link](https://x.com/semodough/status/2018868334444613776) 2026-02-04T02:04Z 42.5K followers, 16.1K engagements "$AMGN Baird lack of meaningful follow-through on the originally expected 4Q25 data readouts for MariTide is somewhat discouraging although management expressed confidence.🤷♂🤷♂ $AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://t.co/NiQtdl76lS $AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://t.co/NiQtdl76lS" [X Link](https://x.com/semodough/status/2018875193071153581) 2026-02-04T02:32Z 42.5K followers, [----] engagements "$LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B)" [X Link](https://x.com/semodough/status/2019016047916167607) 2026-02-04T11:51Z 42.4K followers, 19.3K engagements "$MRK said that business development (BD) remains a "high priority" as the company is well-positioned to pursue additional transactions when the science and value makes sense. In fact mgmt said the "sweet spot" MRK will aim for is deals valued at up-to $15B but the company is open to go bigger if the science and fundamentals represent the right fit/approach to drive value creation $PFE Business development: MGT reiterated commitment to bolt-on BD with $7bn of capacity $PFE Business development: MGT reiterated commitment to bolt-on BD with $7bn of capacity" [X Link](https://x.com/semodough/status/2019020560529764457) 2026-02-04T12:09Z 42.5K followers, 20.4K engagements "$LLY $NVO pic sums it well $LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B) $LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B)" [X Link](https://x.com/semodough/status/2019052125532102748) 2026-02-04T14:15Z 42.4K followers, 20.1K engagements "$VKTX sounds phase [--] ready and we find out details of trials next week $VKTX For me its interesting that this year the wording from Viking has changed from Concurrently the company is evaluating an oral formulation of VK2735 in a Phase [--] trial to now saying Concurrently the company is evaluating an oral formulation of VK2735 in obesity $VKTX For me its interesting that this year the wording from Viking has changed from Concurrently the company is evaluating an oral formulation of VK2735 in a Phase [--] trial to now saying Concurrently the company is evaluating an oral formulation of VK2735 in" [X Link](https://x.com/semodough/status/2019164840397611260) 2026-02-04T21:43Z 42.4K followers, 14K engagements "$OCUL highlights include updated timing for the presentation of topline results of the SOL-1 Phase [--] superiority clinical trial of AXPAXLI (also known as OTX-TKI) for the treatment of wet age-related macular degeneration (wet AMD) which are expected to be presented at the 49th Macula Society Annual Meeting taking place between February [--] [--] [----]. $OCUL SOL-1 Phase [--] superiority trial results remain masked to date SOL-1 data expected to be presented at the 49th Macula Society Annual Meeting Ocular plans to submit NDA for AXPAXLI in wet AMD based on SOL-1 [--] Week data pending positive results" [X Link](https://x.com/semodough/status/2019383072265810137) 2026-02-05T12:10Z 42.5K followers, 10.6K engagements "$OCUL All subjects have completed their Week [--] visit and have been re-dosed according to their baseline treatment assignment. The trial continues to maintain an exceptional rate of patient retention and per protocol-defined treatment rescues. To date the SOL-1 trial results remain masked. Pending positive results Ocular plans to submit a New Drug Application (NDA) for AXPAXLI in wet AMD based on SOL-1 [--] Week data. $OCUL highlights include updated timing for the presentation of topline results of the SOL-1 Phase [--] superiority clinical trial of AXPAXLI (also known as OTX-TKI) for the" [X Link](https://x.com/semodough/status/2019383555579621706) 2026-02-05T12:12Z 42.5K followers, [----] engagements "$OCUL SOL-X (wet AMD) open label extension trial initiation expected in 2Q [----]. Subjects who have successfully completed two-year safety follow-up in either SOL-1 or SOL-R will have an opportunity to enroll in the SOL-X trial for an additional three years of safety follow-up. SOL-X outcomes may further expand AXPAXLIs potential by highlighting the need to start AXPAXLI treatment early or potentially risk worse long-term visual outcomes due to potential fibrosis and atrophy that may be seen with pulsatile treatments. $OCUL Ocular Therapeutix Reports Fourth Quarter and Full Year [----] Financial" [X Link](https://x.com/semodough/status/2019384257165021334) 2026-02-05T12:14Z 42.5K followers, [----] engagements "$OCUL Bofa $OCUL remains one of our top picks with a Buy and new $24PT (prev. $21;" [X Link](https://x.com/semodough/status/2019536857856721382) 2026-02-05T22:21Z 42.5K followers, [----] engagements "$BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility caution against reading too much into it. Admittedly trying to extrapolate the strategy behind the move is challenging but it's easily overlookedthink that Pfizer was recently awarded two new polymorph patents whose claims-which may be robust-have yet to be litigated. At the same time the withdrawal was not a ruling made by the court i.e. no legal precedentwas established and thus unable to influence other courts including in the US. $BBIO Stock down 15% on tafamidis IP news. What's the market pricing" [X Link](https://x.com/semodough/status/2019739851449409891) 2026-02-06T11:48Z 42.5K followers, 11.8K engagements "$BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility caution against reading too much into it. Admittedly trying to extrapolate the strategy behind the move is challenging but it's easily overlookedthink that Pfizer was recently $BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility" [X Link](https://x.com/semodough/status/2019742580972433783) 2026-02-06T11:58Z 42.5K followers, 16.7K engagements "$OCUL RJ Sean McCutcheonPh.D on this-week has one of better reads on $OCUL trials worth the time to read I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story. I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story" [X Link](https://x.com/semodough/status/2019743422622355716) 2026-02-06T12:02Z 42.4K followers, 19K engagements "$OCUL RJ TWO DECADES note that if the 15-letter loss criterion increases the control arm rescue-free rate we would also expect a similar benefit in the Axpaxli arm. While there may be a ceiling effect recall that on a per-protocol basis in the Axpaxli U.S. Ph1b 80% of Axpaxli patients were rescue-free at [--] months post their last aflibercept injection - with a more stringent set of rescue criteria. The bar to hit statistical significance (with power being preserved due to very high retention rate per the company) is only 15% (potentially slightly lower due to modest upsizing of the study when" [X Link](https://x.com/semodough/status/2019790746069455053) 2026-02-06T15:10Z 42.5K followers, [----] engagements "$BBIO - Josh Schimmer on Biobeats $BBIO Defense - yes but nice to hear - still his top pic for year $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision)" [X Link](https://x.com/semodough/status/2019866767691231408) 2026-02-06T20:12Z 42.4K followers, [----] engagements "$CRVS $NKTR $ABVX $PTGX - cantor nice pic on Immunology Product Performance Across 4Q25. Which begs the questions what the valuations of NEW MOAs hopefully coming to market Yes competition but LARGE markets Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of cash left $APGE $CRVS $KYMR 18-20 quarters cash left $NKTR [--] quarters https://t.co/ep7G7cDAjq Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn" [X Link](https://x.com/semodough/status/2020147306541052298) 2026-02-07T14:47Z 42.5K followers, 17.2K engagements "$TNGX GUGG updating TNGX model &PT $18 to reflect our increased conviction in the opportunity for vopimetostat (TNG462) following recent updates (see here) including confirmation of Phase [--] initiation this year in 2L MTAP-del PDAC as well as forthcoming Phase [--] combination studies with daraxonrasib and zoldonrasib (both RVMD) that could potentially support Phase 3-go decisions in 1L MTAP-del PDAC. https://twitter.com/i/web/status/2020148399673073856 https://twitter.com/i/web/status/2020148399673073856" [X Link](https://x.com/semodough/status/2020148399673073856) 2026-02-07T14:51Z 42.4K followers, [----] engagements "$MRK flexing some muscle last week Catalysts: Winrevair Phase [--] CADENCE data in patients with Cpc-PH due to HFpEF (Mar. [--] at ACC 2026); (2) Islatravir + Lenacapavir (QW HIV antiretroviral) Phase [--] topline data (2Q 2026); (3) efinopegdutide (GLP-1/ glucagon receptor dual agonist) Phase 2b data in pre-cirrhotic MASH (1H 2026); (4) Tulisokibart Phase [--] data in UC (2H 2026); (5) Restoret Phase [--] data in DME (2H 2025); and (6) Ohtuvayre Phase [--] data in NCFB (4Q 2026). https://twitter.com/i/web/status/2020149425541177455 https://twitter.com/i/web/status/2020149425541177455" [X Link](https://x.com/semodough/status/2020149425541177455) 2026-02-07T14:55Z 42.4K followers, [----] engagements "$ARWR catalysts: 1) FCS launch quarterly; 2) SHTG pivotal data 3Q; 3) ARO-Dimer-PA data end-of 3Q (expects 40-50% decreases in both TG & LDL); 4) Obesity data throughout [----] for INHBE & ALK7 (we think likely @ADA); 5) early 'MAPT AD HV data (focus on CSF tau KD) in 2H26 (AD pt data 2027). https://twitter.com/i/web/status/2020163517416923571 https://twitter.com/i/web/status/2020163517416923571" [X Link](https://x.com/semodough/status/2020163517416923571) 2026-02-07T15:51Z 42.4K followers, [----] engagements "@WisemanCap Baffles me for one biggest events out of year we can not do better then Bad Bunny 🤷♂🤷♂" [X Link](https://x.com/semodough/status/2020674123559571858) 2026-02-09T01:40Z 42.4K followers, [----] engagements "$BBIO - more color from Schimmer -Orphan Drug Exclusivity (ODE) for tafamidis in Europe extends to [----] - for the WT TTR-CM indication. While hereditary TTR-CM ODE expires sooner there aren't 'skinny-label' carve-out options in Europe. So generics can't enter there for another [--] years at the earliest. PFE has filed newer (potentially stronger) polymorph patents in Europe that could help extend exclusivity beyond [----]. One of them has been challenged the other hasn't been challenged yet but likely will be. The EPO website is a little confusing but it does list quite a number of active patents" [X Link](https://x.com/semodough/status/2020829040026812815) 2026-02-09T11:56Z 42.4K followers, [----] engagements "$CRVS CRVS's China partner is actively testing SQL 400mg QD in a Ph1b/2 study in China w/ topline data to come likely 2H26 which could provide early support for CRVS's planned 400mg QD cohort in Ph2 US/ global studies. $CRVS catalysts 1) Cohort [--] data for [--] months beyond trt period (mid year). This is bigger catalyst than most realize. If data shows sustained benefit past treatment period 🔥🔥 2) China partner AD data this year (likely Q3 or Q4). MOAR confirmation of novel MOA. 3) PTCL $CRVS catalysts 1) Cohort [--] data for [--] months beyond trt period (mid year). This is bigger catalyst than" [X Link](https://x.com/semodough/status/2020876001476035002) 2026-02-09T15:02Z 42.4K followers, [----] engagements "$ROG - was anyone on this call Monday February [--] Roche (RHHBY) Virtual Neurology/ACTRIMS Investor Event Roche will hold an investor event today at 10:30 a.m. ET to discuss neurology pipeline updates and fenebrutinib data recently presented at the Americas Committee for the Treatment and Research in Multiple Sclerosis (ACTRIMS) [----] https://twitter.com/i/web/status/2020902976907260267 https://twitter.com/i/web/status/2020902976907260267" [X Link](https://x.com/semodough/status/2020902976907260267) 2026-02-09T16:49Z 42.5K followers, [----] engagements "$ROG Fenebrutinib safety slides https://assets.roche.com/f/176343/x/4ea2b884ce/260209_actrims_final.pdf $ROG - was anyone on this call Monday February [--] Roche (RHHBY) Virtual Neurology/ACTRIMS Investor Event Roche will hold an investor event today at 10:30 a.m. ET to discuss neurology pipeline updates and fenebrutinib data recently presented at the Americas Committee for the https://assets.roche.com/f/176343/x/4ea2b884ce/260209_actrims_final.pdf $ROG - was anyone on this call Monday February [--] Roche (RHHBY) Virtual Neurology/ACTRIMS Investor Event Roche will hold an investor event today at" [X Link](https://x.com/semodough/status/2020904001173098830) 2026-02-09T16:53Z 42.5K followers, [----] engagements "$ROG safety $ROG Fenebrutinib safety slides https://t.co/Ge8jp1ypVV https://t.co/2fYQKGZvFc $ROG Fenebrutinib safety slides https://t.co/Ge8jp1ypVV https://t.co/2fYQKGZvFc" [X Link](https://x.com/semodough/status/2020904682542002218) 2026-02-09T16:56Z 42.5K followers, [----] engagements "$AZN earnings tomorrow Key near-term catalysts include datroway Phase III data in 1L NSCLC (AVANZAR TROPION-Lung07 - 08); camizestrant Phase III data in 1L HR+ BC (SERENA-4) approval for ESR1m HR+ BC; Wainua Phase III data in ATTR-CM (CARDIO-TTRansform); tozorakimab Phase III COPD data (OBERON/TITANIA/MIRANDA); AZD0901 Phase III gastric cancer data (CLARITY-Gastric01 https://twitter.com/i/web/status/2020907512753508708 https://twitter.com/i/web/status/2020907512753508708" [X Link](https://x.com/semodough/status/2020907512753508708) 2026-02-09T17:07Z 42.5K followers, [----] engagements "$VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials" [X Link](https://x.com/semodough/status/2020910697748541703) 2026-02-09T17:20Z 42.5K followers, 26.3K engagements "$VKTX VKTX's $2.6B EV represents the biggest value dislocation in obesity vs. MTSR's $7.6B takeout given superior dual agonist data an advanced subcu/oral program and no transition penalty risk $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials. $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials" [X Link](https://x.com/semodough/status/2020910944759546122) 2026-02-09T17:21Z 42.5K followers, 26.4K engagements "$AZN Having delivered [--] positive Phase III read outs last year $AZN indicated that it has more than [---] ongoing late-stage trials with over [--] expected to report results in [----]. Soriot noted that "a substantial and growing number" of these feature "transformative technologies which have the potential to revolutionise outcomes for patients and drive our growth well beyond 2030." #AstraZeneca $AZN Q4-25. Results: 📊 Core EPS: $2.12 🟢 💰 Revenue: $15.5B 🔴 📈 Operating Profit: $2.98B 🔎 Strong Q4 performance driven by Oncology and BioPharmaceuticals with operating profit up sharply YoY" [X Link](https://x.com/anyuser/status/2021191225408123255) 2026-02-10T11:55Z 42.4K followers, [----] engagements "$AZN obesity data in June at ADA $AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single class. ). dont see it in trials alone for $AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single class. ). dont see it in trials alone for" [X Link](https://x.com/semodough/status/2021200246488039874) 2026-02-10T12:31Z 42.5K followers, [----] engagements "@BayAreaBiotechI Nice advancements with these new MOAs with safety. - $CRVS (ORAL)quick acting in few weeks long duration - $NKTR (SUBq) slower acting at first but Duration is out there" [X Link](https://x.com/semodough/status/2021213210079039922) 2026-02-10T13:22Z 42.5K followers, [----] engagements "$REGN Dupixent P3 Conjunctivitis rate 14-19% $APGE [---] Conjunctivitis rate: 14.6%. $NKTR $CRVS 0%. I was also not aware til today is ulcer is concern with Dupi" [X Link](https://x.com/semodough/status/2021221645990441260) 2026-02-10T13:56Z 42.5K followers, [----] engagements "$AZN bofa Re-iterate FY26 PIII data c$10bn peak with FY27 a potentially bigger year on peak sales Buy for 26E key catalysts 2H (AVANZAR SERENA-4 Eplon) Tozo 1H. 27E reads (CAMBRIA-1 depleter CTLA4 Farxiga LCM PCSK9) $AZN is one of our "25 stocks for 2026" and is on our Europe [--] list of top ideas. Pipeline and valuation https://twitter.com/i/web/status/2021235912630227290 https://twitter.com/i/web/status/2021235912630227290" [X Link](https://x.com/semodough/status/2021235912630227290) 2026-02-10T14:52Z 42.5K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@semodough dough
Several biotech companies have recently made significant announcements, including Roivant Sciences ($ROIV) with positive Phase [--] study results for brepocitinib in dermatomyositis. Argenx ($ARGX) also reported strong sales of its Vyvgart treatment, with a $4 billion run rate. Additionally, Soleno Therapeutics ($SLNO) saw its shares trade up after a failed trial from a competitor, Acadia Pharmaceuticals ($ACAD).
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Social Influence
Social category influence stocks #5192 finance 21.18% cryptocurrencies 5% currencies 3.82% technology brands 2.65% countries 1.47% financial services 0.59% travel destinations 0.59% musicians 0.29% social networks 0.29%
Social topic influence $bbio #1, $crvs #7, $ocul #1, $nktr #5, data #551, $vktx #8, $tgtx #6, ceo #3841, target 5.59%, strong 4.71%
Top accounts mentioned or mentioned by @biopharmiq @jd4for4 @jonesallen99138 @thenewceo_ @avidresearch @seedy19tron @dreesenkl @biohazard3737 @hothomaswphelps @tradingsssss @financebully @omillionaires @biotech_jack @quantumup1 @soowannaway @jfais20 @vulpescap @biomaven @amaymd @sharkbiotech
Top assets mentioned BridgeBio Pharma, Inc. Common Stock (BBIO) Ocular Therapeutix, Inc. (OCUL) Viking Therapeutics, Inc (VKTX) TG Therapeutics, Inc. (TGTX) AstraZeneca PLC (AZN) Vertex Protocol (VRTX) Synthetify (SNY) Pfizer, Inc. (PFE) Regeneron Pharmaceuticals Inc (REGN) BioMarin Pharmaceutical, Inc. (BMRN) Merck & Co., Inc. (MRK) Kymera Therapeutics, Inc. (KYMR) Soleno Therapeutics, Inc. Common Stock (SLNO) Vaxcyte, Inc. (PCVX) Praxis Precision Medicines, Inc. (PRAX) Fractyl Health, Inc. (GUTS) Apogee Therapeutics, Inc. (APGE) Eli Lilly and Company (LLY) Alnylam Pharmaceuticals, Inc. (ALNY) Novo-Nordisk (NVO) Arcellx, Inc. (ACLX) Abivax SA (ABVX) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Protagonist Therapeutics, Inc (PTGX) Bristol-Myers Squibb Co (BMY) Biogen Inc (BIIB) Sanofi (SNY) Amgen, Inc. (AMGN) Disc Medicine, Inc. Common Stock (IRON) Revolution Medicines, Inc. (RVMD) PTC Therapeutics, Inc. (PTCT) Tyra Biosciences, Inc. (TYRA) IDEAYA Biosciences, Inc. Common Stock (IDYA) Gilead Sciences, Inc. (GILD) Vir Biotechnology, Inc. Common Stock (VIR) Climb Bio, Inc (CLYM) Vertex Pharmaceuticals Incorporated (VRTX) Cidara Therapeutics, Inc. (CDTX) Xenon Pharmaceuticals Inc (XENE) Insmed, Inc. (INSM) Alumis Inc. (ALMS) Janux Therapeutics, Inc. (JANX) Day One Biopharmaceuticals, Inc. (DAWN)
Top Social Posts
Top posts by engagements in the last [--] hours
"$SLNO [--] Billion Mcap cheap or not Exiting first year of launch with 400-500 runrate [---] million cash & all ready profitable - should Earn close to [--] bucks [----] EPS - easier Bolt on deal for larger pharma #Biotechs $SLNO - surprised this is red today imho it shouldnt be $SLNO - surprised this is red today imho it shouldnt be"
X Link 2026-01-12T16:36Z 42.4K followers, 34.3K engagements
"$CRVS all due respect to seedy - not trying to fight but definitely one I am on other side and have been - done years research on & CEO is SCIENCE discovery GEEK on valuation alone plenty of room for others $CRVS Jefferies $REGN failed therapies $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market Actually the part about valuation has irked me so lets talk about that. At a $2B+ (think FD is $3b) MC $CRVS is trading like a Ph [--] asset with de risked"
X Link 2026-01-24T15:14Z 42.4K followers, 10.9K engagements
"$ABBV Rinvoq regulatory submissions in alopecia areata (2Q 2026) and potential approval in vitiligo (4Q 2026); (2) Tavapadon FDA decision in early Parkinson's disease (3Q 2026); (3) ABBV-295 (long-acting amylin analogue) Phase [--] (1H 2026) and Phase 1b (4Q 2026) data with potential Phase [--] start near the end of the year; (4) TrenibotE (short- acting botulinum toxin) commercial launch (2H 2026); (5) lutikizumab Phase [--] data in HS (2026); (6) Rinvoq Phase [--] data in HS (2026); (7) Skyrizi plus lutikizumab Phase [--] data in IBD (2026); (8) Skyrizi plus a4b7 (ABBV-382) Phase [--] data in IBD (2026"
X Link 2026-02-07T15:13Z 42.4K followers, [----] engagements
"$NKTR seems BULL case met per Jefferies estimates 30-50%upside 🤷♂ $NKTR here we go Rezpeg maintenance data in atopic dermatitis. The big picture: 71% of patients on monthly rezpeg maintained their induction EASI75 response at one year. 83% of patients on quarterly rezpeg achieved the same. My (non-expert) view: The results from Nektars $NKTR here we go Rezpeg maintenance data in atopic dermatitis. The big picture: 71% of patients on monthly rezpeg maintained their induction EASI75 response at one year. 83% of patients on quarterly rezpeg achieved the same. My (non-expert) view: The results"
X Link 2026-02-10T12:14Z 42.4K followers, 22K engagements
"$HROW HCW BUY PT $69 MELT-300 NDA submission expected in 1H27. MELT-300 is a patented sublingually delivered formulation of a fixed dose of midazolam (3mg) and ketamine (50mg) designed to provide rapid predictable sedation and analgesia without the need for intravenous administration. MELT-300 has the potential to replace or supplement IV sedation in medical interventions with applications in ophthalmic surgery and potential label expansion into other procedures. All ancillary studies required to support a New Drug Application (NDA) submission for MELT-300 including one non-clinical animal"
X Link 2026-02-10T19:50Z 42.4K followers, [----] engagements
"$VKTX thanks Jay for posting 👊had to read few times - few nuggets that I was unaware of - said before will say again nice to execution $VKTX $vktx Jeffries https://t.co/NTXdgrJeUn $vktx Jeffries https://t.co/NTXdgrJeUn"
X Link 2026-02-12T02:11Z 42.4K followers, 20.5K engagements
"$RZLT $RZLT (NP) Ersodetug failed to achieve stat sig in P3 for CHI BUT still showed reductions hypoglycemia events by self-monitored blood glucose & did show stat sig reduction in hypoglycemia time by CGM All [--] patients who completed study chose to continue in OLE & some children https://t.co/1RYbUq3hll $RZLT (NP) Ersodetug failed to achieve stat sig in P3 for CHI BUT still showed reductions hypoglycemia events by self-monitored blood glucose & did show stat sig reduction in hypoglycemia time by CGM All [--] patients who completed study chose to continue in OLE & some children"
X Link 2026-02-12T22:25Z 42.4K followers, [----] engagements
"$VKTX BRiley nugget Fully enrolled Ph1 maintenance study incorporates newly added Q2W subcu arm. This addition occurred after trial initiation driven by investigator feedback and proprietary market research showing patients gravitating toward less frequent regimens splitting the originally planned 15mg monthly into two 7.5mg Q2W doses while retaining higher monthly options thereby providing the most comprehensive dosing frequency dataset in the class. $VKTX WB Andy T. Hsieh imho important nugget what makes VK-2735 unique https://t.co/sTXBzX90EF $VKTX WB Andy T. Hsieh imho important nugget"
X Link 2026-02-12T22:35Z 42.4K followers, 11.6K engagements
"$VKTX advantages - addition of new subset is rational from a PK standpoint given VK2735's 8.5-day half-life and broadens the prescriber toolkit to a full weekly/Q2W/monthly subcu plus daily/weekly oral menu beyond most competitors' offerings. $VKTX BRiley nugget Fully enrolled Ph1 maintenance study incorporates newly added Q2W subcu arm. This addition occurred after trial initiation driven by investigator feedback and proprietary market research showing patients gravitating toward less frequent regimens splitting $VKTX BRiley nugget Fully enrolled Ph1 maintenance study incorporates newly"
X Link 2026-02-12T22:36Z 42.4K followers, [----] engagements
"$IDYA $EYPT $OCUL $CRVS : Mizuho Senior Biotech Analyst @soowannaway gave his take on the recent $CRVS ITK data today. Plus discussing three other trials scheduled to read out imminently. See the full episode: https://t.co/gnwTp8KeAW https://t.co/mkiPktGi8K : Mizuho Senior Biotech Analyst @soowannaway gave his take on the recent $CRVS ITK data today. Plus discussing three other trials scheduled to read out imminently. See the full episode: https://t.co/gnwTp8KeAW https://t.co/mkiPktGi8K"
X Link 2026-02-13T02:38Z 42.4K followers, [----] engagements
"$KPTI with cash concern & dilution - $KPTI all ready has [---] million in Debt also $KPTI its even worse than I thought - only [--] million cash left as Dec [--]. Less then [--] quarters going into some high risk data sets. $KPTI has terrible history. Careful /Dilution is coming soon & not sure it be the good kind $KPTI its even worse than I thought - only [--] million cash left as Dec [--]. Less then [--] quarters going into some high risk data sets. $KPTI has terrible history. Careful /Dilution is coming soon & not sure it be the good kind"
X Link 2026-02-13T11:59Z 42.4K followers, [----] engagements
"$MRVL Needham PT $118 models [----] revenue of [--] Billion & almost $5EPS $MRVL Marvell Closes Acquisition of XConn Technologies Updating Financial Model https://t.co/xoOVydsRmb $MRVL Marvell Closes Acquisition of XConn Technologies Updating Financial Model https://t.co/xoOVydsRmb"
X Link 2026-02-13T12:14Z 42.4K followers, [----] engagements
"@jfais20 Agree $VRTX significant cash flow next several years"
X Link 2026-02-13T13:18Z 42.4K followers, [---] engagements
"$GOSS @avidresearch am I reading that right BLACKROCK added [--] million as yesterday bringing there total to [--] million $GOSS shares $GOSS interesting take "distribution-of-outcomes event rather than a binary one" $GOSS interesting take "distribution-of-outcomes event rather than a binary one""
X Link 2026-02-13T13:59Z 42.4K followers, 12.1K engagements
"HCW FEB [--] exclusive KOL event featuring Professor Laurent Servais MD PhD a leading expert in neuromuscular diseases. Dr. Servais will provide critical insights into the evolving therapeutic landscapes for Myotonic Dystrophy Type [--] (DM1) and Duchenne Muscular Dystrophy (DMD). Event Highlights PepGen $PEPG; Buy) DM1 MAD Data Readout (5mg/kg). Analysis of dose-escalation data that could validate PepGen's best-in-class thesis for DM1 therapeutics Next-Generation DMD Exon Skippers. Comprehensive review of next generation emerging therapies in DMD Taking a Scientific Approach to Understand DM1 and"
X Link 2026-02-13T14:26Z 42.4K followers, [----] engagements
"$BBIO LR Model first year [----] all [--] drugs launched [---] Billion in revenue &EPS over [--] bucks $BBIO Bernstein updating $BBIO model PT $100 to reflect positive infigratinib data. there is much more of skeletal dysplasia story still to play out and the clean safety in particular gives us greater confidence in BBIO becoming the category leader. In terms of whats next $BBIO Bernstein updating $BBIO model PT $100 to reflect positive infigratinib data. there is much more of skeletal dysplasia story still to play out and the clean safety in particular gives us greater confidence in BBIO becoming the"
X Link 2026-02-14T22:04Z 42.4K followers, [----] engagements
"$NKTR cantor Rezpegaldesleukin (Rezpeg). The best-in-class durability provides the first clinical proof that Tregs can induce durable responses in AD patients. We see this data point as further validation for $CRVS soquelitinib (SQL) an ITK inhibitor that acts on Treg mechanism as well. https://twitter.com/i/web/status/2022795530464579744 https://twitter.com/i/web/status/2022795530464579744"
X Link 2026-02-14T22:10Z 42.4K followers, [----] engagements
"$NKTR 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively Meaningful improvement in responses observed across key efficacy endpoints at week [--] with both monthly and quarterly dosing including an up to 5-fold increase in EASI-100 response rates Favorable safety profile consistent with previously reported results for rezpegaldesleukin $NKTR New REZOLVE-AD Maintenance Data in Atopic Dermatitis Demonstrate Rezpegaldesleukin Resulted in Durable and New Responses Across Key Disease Measurements"
X Link 2026-02-10T12:02Z 42.4K followers, 51.3K engagements
"$VKTX excellent execution i I take $VKTX CEO any day his execution has been spectacular in getting these trials up and running and FDA blessings done VANQUISH-1: Enrollment complete [----] patients (exceeded target) - VANQUISH-2: Nearing full enrollment in 1Q26 - Oral VK2735: Phase [--] entry planned 3Q26 - Maintenance Study: Fully enrolled data expected 3Q26 @CloisterRes @Biohazard3737 This might sound mean and simplistically stupid but is it possible the problem is $VKTX CEO Brian Lian You know the saying "He could sell ice to eskimos." Brian is the opposite of that. Forget about selling I don't"
X Link 2026-02-11T22:10Z 42.4K followers, 27.1K engagements
"$BBIO superiority over $BMRN in picture $BBIO and this in particular is big: https://t.co/UIeels26IB $BBIO and this in particular is big: https://t.co/UIeels26IB"
X Link 2026-02-12T22:48Z 42.4K followers, [----] engagements
"$CRVS MIZUHO repeats $CRVS ITK -best in class in efficacy - ORAL - Disease modifying- TREG induction = Duration : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW https://t.co/ktZtIrypkA : Mizuho Senior Biotech Analyst @soowannaway shares his take on three key biotech trials that are scheduled to read out soon and one that recently happened. $IDYA $EYPT $OCUL $PVLA $CRVS Full video: https://t.co/gnwTp8KeAW"
X Link 2026-02-13T02:54Z 42.4K followers, [----] engagements
"$BBIO Bernstein updating $BBIO model PT $100 to reflect positive infigratinib data. there is much more of skeletal dysplasia story still to play out and the clean safety in particular gives us greater confidence in BBIO becoming the category leader. In terms of whats next for the stock believe there is still upside from positive revisions to both infigratinib and encaleret as focus shifts toward indication expansion in hypochondroplasia and chronic hypoparathyroidism #BIOTECHS ORAL MEDS =game changers for patients $NVO $BBIO $CRVS $VKTX $PTGX #BIOTECHS ORAL MEDS =game changers for patients"
X Link 2026-02-13T11:44Z 42.4K followers, 11.8K engagements
"$GILD Yeztugo TRx were +9% w/w ending at [----] (vs. the prior weeks 1169)"
X Link 2026-02-13T13:21Z 42.4K followers, [----] engagements
"$XBI American Academy of Allergy Asthma & Immunology (AAAAI) Annual Meeting being held in Philadelphia PA from February [--] March 2"
X Link 2026-02-13T14:17Z 42.4K followers, [----] engagements
"$JNJ catalyst $PTGX $JNJ [--] BILLION peak on ICOTROKINRA now by Leerink - someone please tell me how this is trading less then $90 as I type https://t.co/v1DrWDSLv2 $PTGX $JNJ [--] BILLION peak on ICOTROKINRA now by Leerink - someone please tell me how this is trading less then $90 as I type https://t.co/v1DrWDSLv2"
X Link 2026-02-14T22:05Z 42.4K followers, [----] engagements
"$GOSS Cantor Gossamer is dominating investor conversations right now.reality is investors are split. We hear 60/40 in favor just as often as 40/60 against and the stock is pricing in exactly that. Core Debate biggest overhang remains the mixed Phase [--] data and the OLE - specifically the delayed catch-up in the placebo cross-over arm.From W24 to W72 improvement in PVR and 6MWD in the cross-over group was modest compared to what the original seralutinib arm showed from W0 to W24. Theres a thoughtful write-up in Advances in Therapy that walks through this"
X Link 2026-02-14T22:14Z 42.4K followers, [----] engagements
"LIFESCI launching coverage on Calliditas $CALT STO: CALTX) under Alpha Series with an OUTPERFORM rating a 12-month price target of $44/share.Calliditas is focused on the development of Nefecon a proprietary oral formulation of budesonide that targets the root of IgA nephropathy"
X Link 2020-08-18T18:01Z 42.5K followers, [--] engagements
"$OCUL Ocular Therapeutix Reports Fourth Quarter and Full Year [----] Results and Business Highlights Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-reports-fourth-quarter-and-full-year-2024/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-reports-fourth-quarter-and-full-year-2024/"
X Link 2025-03-03T12:05Z 42.4K followers, [----] engagements
"$VIR First patient dosed in Phase [--] study of VIR-5525 an EGFR-targeting PRO-XTEN dual-masked T-cell engager;advancing oncology clinical pipeline with three ongoing Phase [--] studies Strong financial position a $892.1 million in cash https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Second-Quarter-2025-Financial-Results/default.aspx https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Second-Quarter-2025-Financial-Results/default.aspx"
X Link 2025-08-07T00:04Z 42.4K followers, [----] engagements
"$SLNO - newest board member Prior to joining the Soleno Board Mr. Hahn served as Chief Financial Officer of Verona Pharma PLC through the phase [--] program and launch of its first approved product from March [----] until its acquisition by Merck & Co. Inc. for approximately $10 billion in October [----] https://twitter.com/i/web/status/1977711054655295992 https://twitter.com/i/web/status/1977711054655295992"
X Link 2025-10-13T12:20Z 42.4K followers, 29.8K engagements
"Pontifex sold all $KROS 10/16 - only [--] positions for them with $CLYM biggest at [---] million shares as 9/18/2025 $CLYM way below cash [---] million cash - Mcap [---] million - RA Capital owns [--] million shares - also found it interesting TANG filing new position of [--] million shares https://t.co/JY1s4bbqpr $CLYM way below cash [---] million cash - Mcap [---] million - RA Capital owns [--] million shares - also found it interesting TANG filing new position of [--] million shares https://t.co/JY1s4bbqpr"
X Link 2025-10-21T16:16Z 42.4K followers, [----] engagements
"$OCUL Ocular Therapeutix Achieves Target Randomization of [---] Subjects in SOL-R Ocular Therapeutix Inc. https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-achieves-target-randomization-555-subjects/ https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-achieves-target-randomization-555-subjects/"
X Link 2025-11-04T12:01Z 42.4K followers, [----] engagements
"@seedy19tron No idea why @ScorpionFund has not done report on $INBX & all sketchiness it seems going on there Vs going after others"
X Link 2025-11-20T20:17Z 42.4K followers, [----] engagements
"$PCVX Cantor Were not surprised to see $PCVX shares off pre-market on the back of return of perceived regulatory risk after a period of relative calm particularly with key data weighted to late [--]. However dont see much in the actual memo language on PCVs thats concerning would remind investors this all needs to continue to be viewed in the context of the likely timelines for VAX-31 adult and infants efforts against the backdrop of the time remaining in the current administrations term. https://twitter.com/i/web/status/1995505159384821911 https://twitter.com/i/web/status/1995505159384821911"
X Link 2025-12-01T14:47Z 42.5K followers, [----] engagements
"$GUTS catalysts & thank you @Vulpescap for $GUTS a summary 🧵Long-form $GUTS thesis here. I posted it to VIC a few mo ago at $1.25ish right after the randomized 3-mo data came out. Not as cheap anymore but we have good 6-mo OL data and 6-mo randomized data in January. Not investment advice but for those who are interested: 🧵Long-form $GUTS thesis here. I posted it to VIC a few mo ago at $1.25ish right after the randomized 3-mo data came out. Not as cheap anymore but we have good 6-mo OL data and 6-mo randomized data in January. Not investment advice but for those who are interested:"
X Link 2025-12-04T17:49Z 42.4K followers, 15.5K engagements
"$BCAX additional Phase 1b data on ficerafusp on H&N cancer (HNSCC) presented at ESMO Asia https://www.bicara.com/wp-content/uploads/2025/12/750-mg-ESMO-Asia-Congress-2025-12.6.25.pdf https://www.bicara.com/wp-content/uploads/2025/12/750-mg-ESMO-Asia-Congress-2025-12.6.25.pdf"
X Link 2025-12-06T17:56Z 42.4K followers, [----] engagements
"$ACLX Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients with Relapsed and/or Refractory Multiple Myeloma - Arcellx https://ir.arcellx.com/news/news-details/2025/Arcellx-Announces-New-Positive-Data-for-Its-iMMagine-1-Study-in-Patients-with-Relapsed-andor-Refractory-Multiple-Myeloma-458674bbf/default.aspx https://ir.arcellx.com/news/news-details/2025/Arcellx-Announces-New-Positive-Data-for-Its-iMMagine-1-Study-in-Patients-with-Relapsed-andor-Refractory-Multiple-Myeloma-458674bbf/default.aspx"
X Link 2025-12-06T21:02Z 42.4K followers, [----] engagements
"$ACLX LR ASH: Anito-cel Continues to Show Best-in-Class Profile; New [----] Catalysts Bottom Line: believe that ACLX (OP) is likely to trade flat to moderately up (up to 10%) after a strong data update at ASH with BCMA CAR-T anito-cel in 4L+ r/r MM in addition to the potential addition of two [----] catalysts for the program that should help keep investors engaged in the story $ACLX #ASH25 Anito-cel demonstrated 96% ORR and 74% CR/sCR at a median follow-up of [----] months; responses continue to deepen over time -- -- Overall MRD negativity was 95% and sustained MRD negativity for [--] months was 83%"
X Link 2025-12-07T14:59Z 42.5K followers, [----] engagements
"$GUTS CEO BUY $GUTS https://t.co/HbLx2VcIVz $GUTS https://t.co/HbLx2VcIVz"
X Link 2025-12-08T12:09Z 42.4K followers, 18K engagements
"$GUTS new December slide deck out https://ir.fractyl.com/static-files/832aa780-1e7f-49e7-9e62-d2af6f527d44 $GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too many to name I watched from afaryet felt the flame. Then came Fractyl a different way A duodenal tune-up to keep fat at bay. No needles no https://t.co/usVTrFS2L9 https://ir.fractyl.com/static-files/832aa780-1e7f-49e7-9e62-d2af6f527d44 $GUTS long-form thesis: I once missed the feast of the weight-loss craze GLP-1s set the market ablaze. Too crowded too rich too"
X Link 2025-12-09T16:19Z 42.4K followers, [----] engagements
"$KURA Cantor KOL lunch with Dr. Thomas Leblanc from Duke University School of Medicine Komzifti likely to be KOL's preferred menin inhibitor as monotherapy and in combination in NPM1m -NO ADDED TOXICITY-He prefers Komzifti in NPM1m setting due to (1) less myelosuppression than Revuforj (2) less QTc prolongation (3) once-daily dosing convenience. He noted that Komzifti has some myelosuppression concerns but nowhere near as much as Revuforj where it might limit its 28-day cycle when used in combination with venetoclax. Jefferies take Post ASH Regarding $KURA Ziftomenib vs. Competing Menin"
X Link 2025-12-10T11:48Z 42.5K followers, [----] engagements
"$CLYM not sure why $CLYM did this December [--] [----] Climb Bio Inc. entered into an agreement with RA Capital to exchange [--------] shares of common stock for a pre-funded warrant to purchase the same number of shares giving RA Capital 23.0% voting power post-transaction. This filing indicates a significant adjustment to the company's capital structure. https://twitter.com/i/web/status/1999461270076989907 https://twitter.com/i/web/status/1999461270076989907"
X Link 2025-12-12T12:48Z 42.5K followers, [----] engagements
"$NBIX Neurocrine Biosciences Showcases R&D Transformation Driving Innovation Across Neuroscience and Endocrinology Neurocrine Biosciences https://neurocrine.gcs-web.com/news-releases/news-release-details/neurocrine-biosciences-showcases-rd-transformation-driving https://neurocrine.gcs-web.com/news-releases/news-release-details/neurocrine-biosciences-showcases-rd-transformation-driving"
X Link 2025-12-16T21:04Z 42.4K followers, [----] engagements
"$VIR Vir Biotechnology Grants Norgine Exclusive Commercial License to Chronic Hepatitis Delta Treatment Candidate in Europe Australia & New Zealand Including Global Cost Sharing Agreement for Ongoing ECLIPSE Clinical Development Program https://investors.vir.bio/news/news-details/2025/Vir-Biotechnology-Grants-Norgine-Exclusive-Commercial-License-to-Chronic-Hepatitis-Delta-Treatment-Candidate-in-Europe-Australia--New-Zealand-Including-Global-Cost-Sharing-Agreement-for-Ongoing-ECLIPSE-Clinical-Development-Program/default.aspx"
X Link 2025-12-16T21:08Z 42.4K followers, [----] engagements
"$GUTS upcoming 6mo REMAIN-1 midpoint data readout in Jan [----] Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of topics including 1) Canaccord Genuity reiterated $GUTS Buy-$8 and said over the last week we hosted a number of virtual investor meetings with GUTS' Dr. Harith Rajagopalan M.D. Ph.D (Co-founder and CEO) and Brian Luque (Head of IR and Corp Dev). Discussion spanned a range of"
X Link 2025-12-19T11:51Z 42.4K followers, [----] engagements
"$IRON 1Q26: Potential FDA approval and commercial launch for bitopertin in EPP by end of January [----] 2H26: Additional data from the Phase [--] RALLY-MF study of DISC-0974 in anemia of MF 2H26: Initial data from the Phase [--] RESTORE-PV study of DISC-3405 in PV 2H26: Initial data from a Phase 1b study of DISC-3405 in SCD https://twitter.com/i/web/status/2002888470591668385 https://twitter.com/i/web/status/2002888470591668385"
X Link 2025-12-21T23:46Z 42.4K followers, [----] engagements
"$IRON Truist Friday $IRON shares are trading sharply lower following a STAT news article alleging that VInay Prasad has become personally involved in the ongoing CNPV review of bitopertin for erythropoietic protoporphyria (EPP) and that he is "skeptical of the drug's efficacy". We note that Prasad does not oversee the FDA Division that would typically conduct the filing review however he is part of the committee that chooses which products to award the CNPV vouchers https://twitter.com/i/web/status/2003080145985323292 https://twitter.com/i/web/status/2003080145985323292"
X Link 2025-12-22T12:28Z 42.4K followers, [----] engagements
"$ACLX WF Market opportunity for anito-cel. model [----] approval for 4L+ MM w/ sales reaching $1.6B at peak in this setting ($690MM to ACLX) and [----] approval for 2L+ MM w/ peak sales of $3.8B in 2L-3L ($1.5B to ACLX). Of note our 2L-3L penetration assumption is 25% which should be very achievable even in presence of Tec-Dara competition because 30% of pts in 2-3L are refractory to Dara. https://twitter.com/i/web/status/2003436639859708153 https://twitter.com/i/web/status/2003436639859708153"
X Link 2025-12-23T12:04Z 42.5K followers, [----] engagements
"$PRAX BTIG (PRAX Buy $843 PT) December [--] [----] Pedal To The Metal for PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does. BTIG: Pedal To The Metal for $PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does. BTIG: Pedal To The Metal for $PRAX. Raising Our Price Target to $843. Top Pick for [----]. We Think Ulixa Will Command A Larger Market Than The Street Does"
X Link 2025-12-29T11:58Z 42.4K followers, [----] engagements
"$PRAX Truist caught up with mgmnt who shared that during conversations with the FDA that led up to the granting of the BTD several "review type" questions were asked indicating some level of FDA's comfort with the data and pre-NDA meeting"
X Link 2025-12-30T15:03Z 42.4K followers, [----] engagements
"$PRAX catalysts: 1Q26: File NDA for ulixacaltamide in ET 1Q26: FDA meeting on EMBOLD data 1Q26: File NDA for relutrigine in SCN2A/8A-DEE 1H26: Top-line Phase II/III POWER [--] data for vormatrigine in FOS 1H26: Top-line EMBRAVE Part A data for elsunersen 1H26: Initiate POWER [--] study for vormatrigine in monotherapy FOS 2H26: EMERALD study enrollment completion for relutrigine in broad DEEs 2H26: POWER [--] enrollment completion for vormatrigine in FOS 2026: EMBRAVE [--] top-line data https://twitter.com/i/web/status/2006407591404949615 https://twitter.com/i/web/status/2006407591404949615"
X Link 2025-12-31T16:50Z 42.4K followers, [----] engagements
"@JD4for4 Well said JD. That was Bear thesis back then JPM 2019people dismissed Auvelity as a junky combo of two generics"
X Link 2025-12-31T19:43Z 42.4K followers, [----] engagements
"#BIOTECHS [----] TRUIST A few from our [--] favorite smid biotechs for [----] called out last year ($AXSM $CPRX $JAZZ $PRAX $WVE had a decent run helped by strengthening biotech tape in 4Q. We're sticking with AXSM JAZZ PRAX and WVE for [----] as bull theses are just starting to play out but we're substituting CPRX for $ALKS as see greater upside for ALKS in [----] https://twitter.com/i/web/status/2007071513611026675 https://twitter.com/i/web/status/2007071513611026675"
X Link 2026-01-02T12:48Z 42.4K followers, [----] engagements
"BOFA top picks for 2026: $MRK $BMY $JAZZ $IONS"
X Link 2026-01-05T13:23Z 42.4K followers, [----] engagements
"$GUTS catalysts $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ $GUTS Enters a Catalyst-Rich [----] Positioned to Define the Post-GLP-1 Weight Maintenance Therapeutic Category https://t.co/bSWbfWMqKQ"
X Link 2026-01-05T14:12Z 42.4K followers, [----] engagements
"$MLYS Jefferies If $MLYS launches lorundrostat on its own mgt has mentioned it can target 47k US cardiologists which control 50% of the volumes. For context on OpEx spend ESPR has [---] reps in the US covering 45k cardiologists and spends $165M on SG&A in [----]. We appreciate ESPR markets a lipid lowering drug and different from MLYS for hypertension but view the callpoint as very similar https://twitter.com/i/web/status/2008930306863046814 https://twitter.com/i/web/status/2008930306863046814"
X Link 2026-01-07T15:54Z 42.5K followers, [----] engagements
"#BIOTECHS Truist refreshes few [----] models $ALNY BUY; $530 (was $535) $ARGX BUY; $1030 (was $950) $BBIO BUY $86 (was $80) $BIIB HOLD $190 (was $142) $CNTA BUY $33 (was $30) $DNTH BUY $63 (was $56) $HRMY BUY $45 (was $48) $IMVT HOLD $22 (was $16) $NBIX BUY $169 (was $172) $TECX BUY $60 (was $64) https://twitter.com/i/web/status/2009241779447411095 https://twitter.com/i/web/status/2009241779447411095"
X Link 2026-01-08T12:32Z 42.4K followers, [----] engagements
"#Biotechs BofA Key biotech themes important catalysts and our top Biotech picks for [----] Argenx $ARGX) KalVista Pharmaceuticals $KALV) Ocular Therapeutix $OCUL) and Vertex Pharmaceuticals $VRTX)"
X Link 2026-01-08T14:19Z 42.5K followers, [----] engagements
"$MRK has the firepower plenty $VRNA $CDTX $RVMD & more $XBI $MRK will generate around [--] Billion in free cash flow 2025-2027 - plenty of firepower even after [--] Billion for $VRNA $MRK will generate around [--] Billion in free cash flow 2025-2027 - plenty of firepower even after [--] Billion for $VRNA"
X Link 2026-01-08T21:21Z 42.4K followers, [----] engagements
"Baird #Biotech pics [----] favorite biotech names to own in [----]. Skorney: $BIIB $XENE $BHVN Allen: $IMCR $TSHA $VYGR Kusy: $OCUL $SYRE $CLYM"
X Link 2026-01-09T11:59Z 42.4K followers, [----] engagements
"$INSM Cantor Where could [----] Brinsupri sales come in Right now sellside consensus is at $622M for [----] Brinsupri sales although that number will certainly go up after today's impressive print. We've heard anywhere between $750M to $1B in [----] sales from the buyside. But if they are already doing $145M in 4Q25 then it's hard to imagine that won't be able to hit $1B+ in [----]. https://twitter.com/i/web/status/2010388936221168084 https://twitter.com/i/web/status/2010388936221168084"
X Link 2026-01-11T16:30Z 42.5K followers, [----] engagements
"$RGNX new slides https://ir.regenxbio.com/static-files/a7f4f464-cba3-412b-88b1-02de8bf70faf $RGNX - REGENXBIO Highlights Key [----] Catalysts and Announces Positive Long-Term Functional Outcomes in Lead Duchenne Gene Therapy Program - https://t.co/ZDyMNRdT5t https://ir.regenxbio.com/static-files/a7f4f464-cba3-412b-88b1-02de8bf70faf $RGNX - REGENXBIO Highlights Key [----] Catalysts and Announces Positive Long-Term Functional Outcomes in Lead Duchenne Gene Therapy Program - https://t.co/ZDyMNRdT5t"
X Link 2026-01-11T20:20Z 42.5K followers, [----] engagements
"$MLTX Catalysts SLK in axSpA Phase [--] S-OLARIS topline data - 1Q26 MLTX Investor Day - February [--] [----] SLK in HS VELA-1/2 52wk data - 2Q26 SLK in PsA Phase [--] IZAR-1 topline data - mid-2026 SLK in adolescent HS Phase [--] VELA-TEEN topline data - mid-2026 SLK in HS BLA submission - 2H26 SLK in PsA Phase [--] IZAR-2 topline data - 2H26 https://twitter.com/i/web/status/2010450686845288774 https://twitter.com/i/web/status/2010450686845288774"
X Link 2026-01-11T20:36Z 42.4K followers, [----] engagements
"$TEVA #JPM26 Duvakitug phase [--] maintenance data (1H26) IL-15 data in vitiligo (phase 1b data in 1H26) and celiac (phase 2a data in 2H26) as well as data for DARI (phase [--] data in 2H2026) and emrusolmin (futility analysis in 2H26). TEVA expects to launch olanzapine LAI in 2H26 with mgmt highlighting pent-up demand (from oral olanzapine) although contracting negotiations could take some time (resulting in a more significant revenue contribution in [----] vs 2026) https://twitter.com/i/web/status/2011416600566493304 https://twitter.com/i/web/status/2011416600566493304"
X Link 2026-01-14T12:34Z 42.4K followers, [----] engagements
"$ACLX & partner $GILD confirmed BLA submission for anito-cel-with the companies currently awaiting an acceptance letter from the FDA (in 1Q26) potential commercial launch in 4L+ r/r MM now timed for 2H26 (pending FDA approval) consistent with prior guidance. GILD noted that enrollment in the ongoing iMMagine-3 study of anito-cel in 2L+ r/r MM is expected to complete by 2H26. https://twitter.com/i/web/status/2012209558681166023 https://twitter.com/i/web/status/2012209558681166023"
X Link 2026-01-16T17:05Z 42.5K followers, [----] engagements
"$TGTX one BRIUMVI social board with over 3k members - been talking switches for years - great to see so many doing well"
X Link 2026-01-17T22:26Z 42.4K followers, [----] engagements
"$CRVS - about as good as it could be. 75% of soquelitinib patients achieved EASI [--] 25% achieved EASI [--] and 33% achieved IGA 0/1 $CRVS Announces Positive Data from Cohort [--] Confirming Results for Placebo-Controlled Phase [--] Clinical Trial of Soquelitinib for Atopic Dermatitis. $NKTR https://t.co/AxiYYEMFRT $CRVS Announces Positive Data from Cohort [--] Confirming Results for Placebo-Controlled Phase [--] Clinical Trial of Soquelitinib for Atopic Dermatitis. $NKTR https://t.co/AxiYYEMFRT"
X Link 2026-01-20T12:03Z 42.4K followers, 17.2K engagements
"$CRVS - data better then $KYMR 75% EASI75 25% EASI90 33% IGA0/1 deepening responses on patients failing JAK & Dupi"
X Link 2026-01-20T12:06Z 42.4K followers, 19.2K engagements
"$CRVS 35% of patients had received prior systemic therapies (n=25) including 50% of patients (n=12) in cohort [--]. $KYMR not sure they did any $CRVS - treated more severe patients patients in these cohorts having more advanced disease with a higher mean baseline EASI (Eczema Area and Severity Index) score compared to patients in cohorts [--] and [--]. The mean baseline EASI in cohort [--] was [----] for the patients treated with $CRVS - treated more severe patients patients in these cohorts having more advanced disease with a higher mean baseline EASI (Eczema Area and Severity Index) score compared to"
X Link 2026-01-20T12:09Z 42.4K followers, [----] engagements
"$SLNO price target raised by $8 to $114 at Wells Fargo"
X Link 2026-01-20T12:13Z 42.4K followers, [----] engagements
"Zunovo can not be done at home $TGTX SUBq will be able to. Huge advantage $TGTX Those that follow closely MW's thoughts on market space for injections vs. infusion his WAG of 33% for injections; I just saw a discussion on this topic in an Ocrevus group and amazingly 66% preferred the infusions over their Zunovo having done both. Fascinating.fwiw $TGTX Those that follow closely MW's thoughts on market space for injections vs. infusion his WAG of 33% for injections; I just saw a discussion on this topic in an Ocrevus group and amazingly 66% preferred the infusions over their Zunovo having done"
X Link 2026-01-20T12:29Z 42.4K followers, [----] engagements
"$CRVS Jefferies $REGN failed therapies $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market $CRVS- congrats to longs 👏 +50% premarket Homerun data was needed for phase 1b readout to avoid a "sell the news" reaction & Miller delivered Of note= activity in patients w/ prior systemic therapy including JAK inhibitors and Dupixent (resistant patients alone= huge market) $CRVS- congrats to longs 👏 +50% premarket Homerun data was needed for phase 1b"
X Link 2026-01-20T13:28Z 42.5K followers, [----] engagements
"$CRVS - nice job CRVS son taking on treatment resistant patients Unlike the others. - you now have $SNY $REGN attention $CRVS ORAL - Disease remission for [--] months post treatment https://t.co/omYnfkXXrL $CRVS ORAL - Disease remission for [--] months post treatment https://t.co/omYnfkXXrL"
X Link 2026-01-20T13:30Z 42.4K followers, [----] engagements
"@avidresearch $CRVS Jefferies $REGN failed therapies😳 $CRVS Dupixent $28bn in sales in [----]. but up to 50% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market"
X Link 2026-01-21T11:53Z 42.5K followers, [----] engagements
"$SNY Sanofi Phase III COAST-2 and SHORE (+TCS) data for amlitelimab in atopic dermatitis (AD) in the coming weeks with no meaningful recruitment differences for COAST-2 vs COAST-1 and with an expectation for similar efficacy;"
X Link 2026-01-21T12:59Z 42.4K followers, [----] engagements
"BofA $IKT initiate on Inhibikase currently advancing a prodrug of TKI imatinib for PAH with a Buy $6 PT Despite reasons to believe '001 may be able to reduce AEs think shares are trading with little credit for the opportunity recognize the unknowns especially given setbacks from other attempts but KOLs are optimistic https://twitter.com/i/web/status/2014010882469093620 https://twitter.com/i/web/status/2014010882469093620"
X Link 2026-01-21T16:23Z 42.4K followers, [----] engagements
"Wedbush $CRVS not covered) reported early efficacy in atopic dermatitis (EASI-75: 75% or 55% pbo-adjusted; IGA 0/1: 33% also 33% pbo-adjusted) with no major safety signals for its ITK inhibitor soquelitinib. Responses continued to surpass those of KT-621 (STAT6 degrader; $KYMR at [--] weeks Deepening of response through [--] weeks and durable remission following discontinuation further validate ITK as a target in dermatology.Deepening of response through [--] weeks and durable remission following discontinuation (Fig. [--] 4) further validate ITK as a target in dermatology."
X Link 2026-01-21T16:31Z 42.4K followers, [----] engagements
"$ALMS Charden initiate coverage with a Buy rating PT of $37 based on the potential of its late-stage clinical pipeline in TYK2-mediated autoimmune disorders. Alumis lead asset envudeucitinib is an oral second-gen allosteric TYK2 inhibitor that recently achieved all primary and secondary endpoints in two phase III trials in moderate-to-severe plaque psoriasis. https://twitter.com/i/web/status/2014049363601834290 https://twitter.com/i/web/status/2014049363601834290"
X Link 2026-01-21T18:56Z 42.4K followers, [----] engagements
"$ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in multiple sclerosis 3Q26. Envu: Topline phase II data in systemic lupus erythematosus 2H26: Envu: Topline data from ONWARD3 in psoriasis 2H26: Envu: [--] yr follow up phase II data for psoriasis 2H26. Envu: Potential NDA filing for psoriasis $ALMS Charden initiate coverage with a Buy rating PT of $37 based on the potential of its late-stage clinical pipeline in TYK2-mediated autoimmune disorders. Alumis lead asset envudeucitinib is an oral second-gen"
X Link 2026-01-21T19:00Z 42.4K followers, [----] engagements
"$CRVS $KYMR Based on Jefferies analysis of KYMR& dropping IRAK4 and similar share count to $CRVS seems Jefferies should increase CRVS PT to $60 $CRVS has Ph3 trial more safety placebo controlled AD data and is better than KT-621 $CRVS $KYMR Current perception (long-term safety/monitoring + efficacy): ➡Safety: JAKs ITKi STAT6 degrader Dupixent. ➡Efficacy: JAKs/ITKi likely STAT6 degrader Dupixent but ITKi vs JAKs and degrader vs Dupixent need Phase 2/3 replication (esp. itch speed + $CRVS $KYMR Current perception (long-term safety/monitoring + efficacy): ➡Safety: JAKs ITKi STAT6 degrader"
X Link 2026-01-22T11:47Z 42.4K followers, [----] engagements
"$JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://investors.januxrx.com/investor-media/news/news-details/2026/Janux-Therapeutics-Announces-Collaboration-and-Exclusive-Worldwide-License-Agreement-with-Bristol-Myers-Squibb-to-Develop-a-Novel-Tumor-Activated-Therapeutic-for-Solid-Tumors/default.aspx"
X Link 2026-01-22T12:09Z 42.5K followers, 23.8K engagements
"$JANX $BMY $50 million in upfront and near-term milestone payments and is eligible to receive development regulatory and commercial milestones up to approximately $800 million in the aggregate. Janux is also entitled to tiered royalties on global product sales. $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://t.co/BAjXr43tyQ $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide"
X Link 2026-01-22T12:10Z 42.4K followers, [----] engagements
"$DAWN You got to be kidding me until today I didnt realize Alec at BOFA covers $DAWN $TGTX shareholders say what piece of 🤢🤢"
X Link 2026-01-22T16:05Z 42.4K followers, [----] engagements
"$ABSI Catalyst 1H 2026: ABS-201 (AGA) Phase [--] Safety Tolerability and PK readout. 2H 2026: ABS-201 (AGA) 13-week interim Proof of Concept (PoC) efficacy readout. 2H 2026: ABS-201 (Endometriosis) Phase [--] trial initiation and potential interim PoC. Early 2027: ABS-201 (AGA) full 26-week topline Phase 1/2a results. 2026: Disclose new clinical candidates based on Origin-1 model. https://twitter.com/i/web/status/2014529260988330457 https://twitter.com/i/web/status/2014529260988330457"
X Link 2026-01-23T02:42Z 42.4K followers, [----] engagements
"$ACLX Catalyst 1Q26: FDA to accept anito-cel BLA submission for 4L+ MM and grant PDUFA date 1H26: Additional data from iMMagine-1 and mechanism of action data on safety differentiation of anito-cel Mid-2026: iMMagine-3 expected to complete enrollment 3Q26: Approval of anito-cel for 4L+ MM with imminent launch expected https://twitter.com/i/web/status/2014529553117614259 https://twitter.com/i/web/status/2014529553117614259"
X Link 2026-01-23T02:44Z 42.5K followers, [----] engagements
"$CRVS OPPY KOL call Oral options could change the landscape in AD with a clear efficacy bar around 25-30% placebo adjusted EASI75 or a mean change in EASI of 60-70% both at 16wks based on dupilumab. Both $KYMR's '621 and $CRVS' SQL look promising with novel MOAs being an important addition to the space. Dr. Strober seemed a bit more enthusiastic about SQL given the longer treatment experience and placebo arm $CRVS OPPY PT $32 Oppenheimer $CRVS additional AD data that continue to impress across all reported efficacy These results come from Cohort [--] patients dosed with 200mg BID soquelitinib"
X Link 2026-01-23T16:17Z 42.4K followers, [----] engagements
"$DYN Catalysts: 2Q26: Z-Rostudirsen BLA submission for AA 2Q26: Z-Rostudirsen initiation of global P3 1Q27: Z-Rostudirsen US launch (assuming Priority Review) 2Q26: Z-Basivarsen complete enrollment for registrational expansion cohort in DM1 1Q27: Z-Basivarsen data for REC 3Q27: Z-Basivarsen potential submission for US AA 1Q28: Z-Basivarsen potential US launch (assuming Priority Review) https://twitter.com/i/web/status/2015082028543180866 https://twitter.com/i/web/status/2015082028543180866"
X Link 2026-01-24T15:19Z 42.4K followers, [----] engagements
"$ADAG Catalyst 1Q26: Updated Phase 1b Data for muzastotug + pembro in MSS CRC focusing on DoR and OS in the [--] mg/kg cohorts. 2H26: Initial clinical readout from the company-sponsored Phase 1b trial evaluating triplet combination of ADG126 + pembro + chemotherapy. Late 2026/Early 2027: Topline data from the randomized Phase [--] dose-optimization study (10 mg/ kg vs. [--] mg/kg) in MSS CRC without liver metastases (NLM). 2027: Initiation of the registrational Phase [--] trial in late-line MSS CRC NLM following FDA alignment on the standard-of-care control arm."
X Link 2026-01-24T15:26Z 42.5K followers, [----] engagements
"$ALMS Catalyst 1H26: Full tables Phase [--] PsO disclosure (AAD/medical meeting) - the next leg of the debate. 2H26: PsO NDA package build - durability becomes the gating concept. The path is increasingly about proving durable high clearance and commercial staying power not can it hit PASI 3Q26: LUMUS Phase 2b SLE topline - the first true pipeline multiplier. A clean lupus signal would offer pipeline-in-a-pill narrative beyond PsO and expand strategic optionality. 1H26: Phase [--] start for A-005 (CNS-penetrant TYK2) in MS - second-asset value crystallization. Two distinct TYK2 shots on goal"
X Link 2026-01-24T15:28Z 42.5K followers, [----] engagements
"$CRVS listening to CEO speak & $REGN speak DUPIXENT does not due well on all Groups -$CRVS enrolled failures & most difficult to treat & still ended up with data better then SOC @seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA @seedy19tron Dupixent also works in Asian patients though no Soquelitinib increases Tregs so should would I races based on Dupixent MoA"
X Link 2026-01-24T15:33Z 42.4K followers, 21K engagements
"$ARGX Catalyst VYVGART (efgartigimod) 5/10/2026 PDUFA Date for AChR-Ab Seronegative gMG 1Q [----] Topline Phase [--] Data (ADAPT OCULUS) in Ocular MG 4Q [----] Topline Phase therathera Data (ADVANCE-NEXT) in Primary ITP 3Q [----] Topline Phase [--] Data (ALKIVIA) in Myositis (AIM) End of [----] Commercial Launch for Seronegative gMG (if approved) [----] Commercial Launch for SC Autoinjector 1H [----] Initiation of Registrational Study in Graves Disease Empasiprubart Mid-2026 Go/No-Go Decision for Phase [--] VARVARA study (DGF) 3Q [----] Initiation of CMS Registrational Study 4Q [----] Topline Phase [--] Data (EMPASSION)"
X Link 2026-01-24T16:04Z 42.4K followers, [----] engagements
"$CABA Catalyst 1H [----] Clinical manufacturing data for the automated Cellares Cell Shuttle platform. 1H [----] No-preconditioning (no-PC) dose-ranging data in Pemphigus Vulgaris (PV) 1H [----] Complete Phase 1/2 data across three RESET clinical trials: SLE/LN Systemic Sclerosis (SSc) and Myasthenia Gravis (MG). 1H [----] FDA alignment on registrational design for the RESET-SSc program 1H/2H [----] No-preconditioning (no-PC) dose-ranging data in SLE/ LN Mid-2026 FDA alignment on registrational design for the RESET-MG program. [----] BLA submission for rese-cel in Myositis (DM/ASyS)"
X Link 2026-01-24T16:06Z 42.4K followers, [----] engagements
"$CRSP Catalyst Quarterly: CASGEVY commercial launch updates: Ongoing disclosure on ATC activation collections and infusion throughput as the launch scales globally. 1H26: CTX340 (AGT/rHTN) Phase [--] initiation: First-in-human study start in refractory hypertension with early focus on BP lowering and safety/tolerability. 1H26: In vivo CAR-T preclinical update: Additional data across transient vs. integrating approaches with emphasis on controllability durability and safety. Mid-2026: CTX460 (SERPINA1/AATD) Phase [--] initiation: Clinical entry of the SyNTase platform in AATD with management"
X Link 2026-01-24T16:18Z 42.5K followers, [----] engagements
"$DAWN Catalyst 2026: EMA regulatory decision for OJEMDA in relapsed/refractory BRAF-altered pLGG. 1H26: Completion of enrollment in FIREFLY-2 Phase [--] frontline pLGG trial. 2026: Initial clinical updates from DAY301 PTK7-targeted ADC program. 2026: Development plan and timeline update for Emi-Le in adenoid cystic carcinoma. $DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda pipeline filling out: Our $236M [----] Ojemda revenue estimates (+$9M cons) falls within the guided $225-250M range representing strong growth YoY. $DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda"
X Link 2026-01-24T16:30Z 42.4K followers, [----] engagements
"$TGTX important observation occurring-Retention &Duration - recent social media checks showing large numbers of #Bruimvi patients on therapy now [--] years [--] yrs even [--] years - with no new lesions or relapses - many quoting best they ever felt - patients switching to BRIUMVI are staying on BRIUMVI #MS $TGTX - over [-----] patients on avg switch therapies each year - one nugget we know is $TGTX retention rate better then they forecasted [--] years ago - DURATION of treatment - REOCCURRING Revenue- amazed how many investors still not comprehending the outcomes longterm $TGTX - over [-----] patients on"
X Link 2026-01-24T17:02Z 42.4K followers, 10.1K engagements
"$APGE $REGN $SNY CONJUNCTIVITIS issues there was a higher rate of total conjunctivitis rate for APG777 vs Pbo (18.3% vs 2.4%) which look numerically higher vs Dupi's pooled monotx data from Ph.2b and SOLO1/2 (7.7% for 300mg QW 9.1% for 300mg Q2W) as well as Lebri monotx (7.4-7.5% in ADvocate 1/2) it's small N and a bit too early to say (N=83 for APGE vs N300-500 for Dupi/Lebri). APGE's conjunctivitis events led to no drug d/c interruptions or adjustments and were transient w/ 29d median time to resolution and only 3.7% of pts had ongoing conjunctivitis at wk16 which mgmt indicated is in-line"
X Link 2026-01-24T17:42Z 42.5K followers, [----] engagements
"$PRAX piper hosted PRAX mgmt for an investor dinner ahead of ulixacaltamide's ET and relutrigine's SCN2A/SCN8A DEE NDA submissions by mid-February [----]. Importantly we came away confident in potential approvals where mgmt highlighted pristine execution with a focus on efficient processes to maximize success https://twitter.com/i/web/status/2015124696950296735 https://twitter.com/i/web/status/2015124696950296735"
X Link 2026-01-24T18:09Z 42.4K followers, [----] engagements
"$PRAX Notably most of conversation focused on ulixacaltamide's $10B ET opportunity where mgmt reiterated significant unmet need with 50% of dropout patients asking to come back on therapy. Additionally mgmt provided commercial preparation tidbits where they expect to target 13K neurologists with a 300- person sales team and noted ET patients are easily accessible with typical neurologists seeing 50-100. Hence this sets the stage for a strong ulixacaltamide launch (pending approval) where potential annual pricing $50-75K all but ensures multi-blockbuster success. Thus continue to view PRAX as"
X Link 2026-01-24T18:10Z 42.4K followers, [----] engagements
"$DERM Catalyst 2026: Continued prescription growth for Emrosi and stabilization of gross-to-nets through [----]. 2026: Stabilization of the Emrosi gross to net (GTN) percentages. Potential BD/in-licensing to leverage the existing derm sales infrastructure. $DERM (L) Interesting move today on above avg volume (caveat could always see "sell the news" reaction if Emrosi launch metrics for Q4 disappoint) Has been in "Companies I'd Start With" section of our Weekly Recap since entered in October & added on dips to $7 (to 10% https://t.co/Cmu3R7ICtk $DERM (L) Interesting move today on above avg"
X Link 2026-01-24T19:46Z 42.4K followers, [----] engagements
"$ERAS Catalyst 1H26: Initial Phase [--] monotherapy data from AURORAS-1 for ERAS-0015 (pan-RAS molecular glue). 2H26: Initiation of ERAS-0015 monotherapy expansion and combination dose-escalation cohorts. 2H26: Initial Phase [--] monotherapy data from BOREALIS-1 for ERAS-4001 (pan-KRAS inhibitor). 2027: Expansion cohort and combination data updates across both programs. https://twitter.com/i/web/status/2015149843107217611 https://twitter.com/i/web/status/2015149843107217611"
X Link 2026-01-24T19:48Z 42.4K followers, [----] engagements
"$INSM Catalyst Mar/Apr 2026: Phase [--] ENCORE topline (ARIKAYCE in newly diagnosed/recurrent MAC). 1H26: BRINSUPRI EU launch (approved; commercial launch planned). Early 2026: TPIP Phase [--] PAH initiation (PALM-PAH). 2Q26: Phase 2b CEDAR topline (brensocatib in HS). 2H26: Potential ARIKAYCE sNDA timing (if ENCORE positive) and TPIP PAH OLE update 2H26: TPIP Phase [--] PPF/IPF initiations (post FDA alignment) 2026: INS1033 IND (RA/IBD) and Stargardt IND (INS1203) https://twitter.com/i/web/status/2015150616373506122 https://twitter.com/i/web/status/2015150616373506122"
X Link 2026-01-24T19:52Z 42.4K followers, [----] engagements
"$IRON Catalyst Bitopertin Early [----] Potential FDA Approval and Commercial Launch (EPP) Mid [----] Full Promotional Launch Campaign Early [----] APOLLO Confirmatory Trial Topline Data [----] Ex-US Regulatory Submissions DISC-0974 2H26 Updated Phase [--] RALLY-MF anemia data [----] Initiate Phase [--] RALLY-IBD study and report data DISC-3405 2H26 Initial Phase [--] RESTORE-PV Clinical Data 2H26 Initial Phase 1b Clinical Data (Sickle Cell Disease) https://twitter.com/i/web/status/2015150865191985370 https://twitter.com/i/web/status/2015150865191985370"
X Link 2026-01-24T19:53Z 42.5K followers, [----] engagements
"$KURA Catalyst 1H26: Updated KOMET-007 data evaluating ziftomenib in combination with 7+3 in 1L NPM1-m or KMT2A-r AML 1H26: Initiate Phase 1b expansion cohorts of darlifarnib and cabozantinib in advanced RCC 1H26: Preliminary data from darlifarnib and adagrasib in KRASG12C-m solid tumors 2H26: Preliminary KOMET-008 data evaluating ziftomenib in combination with gilteritinib in r/r NPM1-m/FLT3-m AML 2026: Continued enrollment in Phase [--] KOMET-017-IC and -NIC of ziftomenib in 1L AML and Phase 1a combination trial with imatinib in GI stromal tumors"
X Link 2026-01-24T19:54Z 42.4K followers, [----] engagements
"$OLMA Catalyst Late March/Early April 2026: Phase [--] persevERA giredestrant + palbociclib (CDK4/6i) data in 1L ER+/HER2- metastatic breast cancer (mBC) 1H26: Initial Phase [--] OP-3136 (KAT6i) data in solid tumors Fall 2026: Phase [--] OPERA-01 palazestrant (pala) monotherapy data in 2L/3L ER+/HER2- mBC 2H26: Phase [--] SERENA-4 data for camizestrant + palbociclib in 1L ER+/HER2- mBC https://twitter.com/i/web/status/2015152442615222714 https://twitter.com/i/web/status/2015152442615222714"
X Link 2026-01-24T19:59Z 42.5K followers, [----] engagements
"$PEPG Catalyst 1Q 2026: Topline data from the [--] mg/kg Multi-Ascending Dose (MAD) cohort of the FREEDOM2 trial in Myotonic Dystrophy Type [--] (DM1). 1H 2026: Initiation of the [--] mg/kg MAD cohort for FREEDOM2. 2H 2026: Longer-term MAD data including functional outcomes"
X Link 2026-01-24T20:01Z 42.5K followers, [----] engagements
"$PRAX Catalyst Ulixacaltamide mid-Feb NDA submission of ulixacaltamide in Essential Tremor (ET) Vormatrigine 1H26 Topline results from the POWER [--] Phase 2/3 study in Focal Epilepsy 1H26 POWER3 initiation in Focal Epilepsy 2H26 complete enrollment of POWER [--] study in Focal Epilepsy [----] data of POWER2 [----] NDA submission in Focal Epilepsy Relutrigine mid-Feb NDA submission in SCN2A and SCN8A DEEs 2H26 Complete enrollment of EMBERALD in Other DEEs Elsunersen 1H26 topline data from EMBRAVE Part A in SCN2A DEE 2H26 topline EMBRAVE3 registrational study in SCN2A DEE [----] NDA submission in SCN2A"
X Link 2026-01-24T20:02Z 42.4K followers, [----] engagements
"$JANX BTIG comments Base Case Assumptions: $100 Price Target JANX007 (PSMA x CD3 T cell engager) for 2L/3L+ mCRPC patients - [----] market entry 45% peak market penetration and 50% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ mCRC patients - [----] market entry 40% peak market penetration and 25% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ NSCLC patients - [----] market entry 25% peak market penetration and 30% probability of success. JANX008 (EGFR x CD3 T cell engager) for 3L+ HNSCC patients - [----] market entry 45% peak market penetration and 25%"
X Link 2026-01-25T16:40Z 42.4K followers, [----] engagements
"$ABVX $PALI $SYRE BTIG IBD catalysts we care about in 2026: ABVX 52wk Phase [--] ABTECT results (late 2Q26) ABVX Phase 2b Crohn's disease induction data (late 2026) SYRE Phase [--] monotherapy UC data (starting in 2Q26) potential initiation of Tremfya +golimumab Phase [--] trials (JNJ Not Rated) public disclosure of DUET-UC/CD data (2026) Agomab (Private; F-1 filed late last week) FSCD Phase 2b initiation (2H26) and PALI (Not Rated) Phase 1b FSCD data (1Q26). Obefazimod remains in a class of its own; all eyes on 52wk (8wk + 44wk) maintenance data in late 2Q26"
X Link 2026-01-25T16:43Z 42.5K followers, [----] engagements
"$CRVS $APGE $KYMR Mizuho Expert Series call will take place TODAY on Monday January [--] from 9:00AM-10:00AM ET; $CRVS Mizuho KOL Call A Leading Dermatologist To Discuss Soquelitinib & Updated P1 Data in AtD Following up on recent positive updated P1 data for CRVS' lead asset soquelitinib (a novel oral ITK inhibitor) in atopic dermatitis/AtD in our next Mizuho Biotech Expert series $CRVS Mizuho KOL Call A Leading Dermatologist To Discuss Soquelitinib & Updated P1 Data in AtD Following up on recent positive updated P1 data for CRVS' lead asset soquelitinib (a novel oral ITK inhibitor) in atopic"
X Link 2026-01-26T14:22Z 42.5K followers, [----] engagements
"$GUTS HCW new report BUY PT $8 Catalyst-rich [----] supports opportunities for first commercial launch. bullish view relies primarily on Revita's clinically meaningful and statistically significant data supporting its first-in-class potential to preserve weight loss after GLP-1 RA discontinuation using a non-chronic strategy. Based on positive early pivotal results (more below) we project favorable topline data and PMA filing in [----] with potential approval and commercialization in [----] $GUTS catalysts & thank you @Vulpescap for $GUTS a summary https://t.co/ui5SiVWLdV $GUTS catalysts & thank"
X Link 2026-01-26T14:56Z 42.4K followers, 13.6K engagements
"$GUTS highlight key [----] catalysts for Revita next: January 2026: REMAIN-1 midpoint cohort at six months 2Q26: REVEAL-1 open-label cohort at [--] months 3Q26: REMAIN-1 midpoint cohort at one year 2H26: REMAIN-1 pivotal cohort at six months 2H26: Potential PMA filing $GUTS HCW new report BUY PT $8 Catalyst-rich [----] supports opportunities for first commercial launch. bullish view relies primarily on Revita's clinically meaningful and statistically significant data supporting its first-in-class potential to preserve weight loss after GLP-1 RA $GUTS HCW new report BUY PT $8 Catalyst-rich 2026"
X Link 2026-01-26T14:57Z 42.4K followers, 10.1K engagements
"$OLMA (OUTPERFORM LIFESCI $45.00 PT): Incorporating Some Value for the Potential with Olema's Oral SERD/CERAN Palazestrant in Adjuvant ER+ Breast Cancer; Moving Our PT to $45/Share"
X Link 2026-01-27T01:15Z 42.5K followers, [----] engagements
"$TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for Patients with Relapsing Multiple Sclerosis Initiating Ublituximab https://www.abstractsonline.com/pp8/#/21408/presentation/879 https://www.abstractsonline.com/pp8/#/21408/presentation/879"
X Link 2026-01-27T12:38Z 42.4K followers, [----] engagements
"$TGTX Study Design of a Phase [--] Ublituximab Dose Confirmation Study in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS I https://www.abstractsonline.com/pp8/#/21408/presentation/599 https://www.abstractsonline.com/pp8/#/21408/presentation/599"
X Link 2026-01-27T12:38Z 42.4K followers, [----] engagements
"$TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://www.abstractsonline.com/pp8/#/21408/presentation/600 https://www.abstractsonline.com/pp8/#/21408/presentation/600"
X Link 2026-01-27T12:39Z 42.4K followers, [----] engagements
"$TGTX Conclusions: ENABLE patients experienced lower IRRs at the first dose compared to ULTIMATE. IRRs continued to decrease at subsequent doses and infusions were completed within the specified time. Overall ublituximab infusions were well-tolerated in this real-world observational study. $TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for Patients with Relapsing Multiple Sclerosis Initiating Ublituximab https://t.co/WhVGj72waS $TGTX Real-World Infusion Experience with Ublituximab in ENABLE: the First Phase [--] Observational Study for"
X Link 2026-01-27T12:45Z 42.4K followers, [----] engagements
"$TGTX Conclusions: Disease activity remained low and stable in patients transitioning to ublituximab from other anti-CD20 therapies. The 48-week increase in TNFSF13B generates the hypothesis that ublituximab induces more profound B-cell depletion than prior anti-CD20 therapies. These findings highlight the MSDA Test's utility as a sensitive tool for monitoring disease stability and specific responses to treatment. $TGTX Multi-protein Biomarker Test Results for Participants Treated with Ublituximab from the Study to Evaluate Safety Efficacy and Pharmacokinetics (PK) of a Modified Regimen of"
X Link 2026-01-27T12:47Z 42.4K followers, [----] engagements
"$TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven $TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://t.co/IXutbKDPRv $TGTX Study Design of a Phase [--] Randomized Double-Blind Study of Ublituximab Versus Fingolimod in Children and Adolescents with Relapsing Multiple Sclerosis: ULTIMATE KIDS II https://t.co/IXutbKDPRv"
X Link 2026-01-27T13:32Z 42.4K followers, 11.9K engagements
"$TGTX [-----] to [-----] per year have Fingolimoid Drs will switch over night on patients taking Gilenya if ARR is better & hard to believe BRIUMVI will not be superior to Gilenya $TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven $TGTX - important study as Ocrevus is not approved here Gilenya fingolimod is only drug approved and TG is doing a head to head against Gold Standard bigger market then most think @Biomaven"
X Link 2026-01-27T13:43Z 42.4K followers, [----] engagements
"BIG PHARMA earnings $AZN $BMY $LLY $MRK $PFE $NVS $NVO"
X Link 2026-01-27T21:37Z 42.5K followers, [----] engagements
"$AZN [--] phase [--] readouts $AZN must have one of the busiest / most attractive [----] catalyst calendar among all of biopharma [--] Ph3 readouts many with SOC-defining potential in multi-billion dollar markets. Impressive https://t.co/VKtK9QY328 $AZN must have one of the busiest / most attractive [----] catalyst calendar among all of biopharma [--] Ph3 readouts many with SOC-defining potential in multi-billion dollar markets. Impressive https://t.co/VKtK9QY328"
X Link 2026-01-27T21:55Z 42.5K followers, [----] engagements
"$TGTX gives good guidance & shorts almost back to highs"
X Link 2026-01-28T00:04Z 42.5K followers, [----] engagements
"$GUTS didnt realize so many shorts here"
X Link 2026-01-28T00:10Z 42.4K followers, [----] engagements
"$LQDA short interest"
X Link 2026-01-28T00:14Z 42.4K followers, [----] engagements
"$NKTR short interest"
X Link 2026-01-28T00:16Z 42.5K followers, [----] engagements
"$GOSS short interest"
X Link 2026-01-28T00:17Z 42.4K followers, [----] engagements
"$ABVX short interest"
X Link 2026-01-28T00:39Z 42.5K followers, 15.1K engagements
"Barclays #BIOTECHS initiate coverage of $ALT $APLS $ASND $BBIO $GOSS $INSM $IVA $MBX $MDGL $QURE $SGMT and TYRA. With this report we also transfer coverage of $ALNY BMRN FDMT IONS $KYMR MRNA SRPT PTCT $RARE RGNX and VRTX Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction ideas: $BBIO $MDGL $PTCT $VRTX $TYRA & more. Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of 12"
X Link 2026-01-28T02:54Z 42.5K followers, [----] engagements
"$BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction ideas: $BBIO $MDGL $PTCT $VRTX $TYRA & more. Barclays #BIOTECHS Bullish on Biotech: Our Top Ideas and Catalysts; Initiating Coverage We initiate coverage of [--] biotech stocks and assume coverage of [--]. We are Positive on the industry. Our highest conviction"
X Link 2026-01-28T04:01Z 42.4K followers, 11.7K engagements
"$BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch continues to go well. We think BBIO could become the next INSM/ALNY and become an emerging large cap. $BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline $BBIO nice deep dive by Barclays - I have to read again but price target is $157 - someone else sees value in the pipeline"
X Link 2026-01-28T12:11Z 42.4K followers, 17K engagements
"$TEVA BOFA reported 4Q results broadly in-line with its pre-announcement delivering sales of $4.2bn (+2% Y/Y local currency) Looking to FY26 think the adj EBITDA guidance for $5.15bn (midpoint) is encouraging and implies underlying +5% Y/Y growth"
X Link 2026-01-28T14:52Z 42.4K followers, [----] engagements
"$TGTX Cowen updated $TGTX model in conjunction with TD Cowen Biotech's adjusted our 2026+ rev estimates account for TG's current [----] guidance range of $875-900MM view as conservative &likely to be revised upwards.maintain our $50 DCF-based PT - also seeing [--] BILLION in revenues [--] years out - patent past [----] Analysts have an average price target of $49.50 for $TGTX Revs will be north of $1B in [----]. This is an obvious bolt on to any big pharma facing patent cliff - Goldman Sachs: $39 (Hold/Neutral) - H.C. Wainwright: $60 (Buy) - J.P. Morgan: $49 (Buy/Overweight) - TD Cowen: $50 (Buy)"
X Link 2026-01-29T17:33Z 42.4K followers, 12.8K engagements
"$PRAX(Buy)- Cowen Model Update-Raising PT to $554 from $353"
X Link 2026-01-29T17:57Z 42.4K followers, [----] engagements
"$DAWN Buy) Cowen Model Update Ahead Of Q4 Earnings-Lowering PT to $24 from $34.updated Q4 sales estimate to be in-line with pre-report and decreased our [----] Ojemda revenue estimate to $240MM within issued guidance of $225-250MM (note here). This led to new DCF-based PT of $24 https://twitter.com/i/web/status/2016937452993134883 https://twitter.com/i/web/status/2016937452993134883"
X Link 2026-01-29T18:12Z 42.4K followers, [----] engagements
"LIFESCI $RVMD Mgmt Discussion Takeaways: Incremental Color on RASolute [---] Dynamics Pipeline Execution and Early Clinical-Stage Assets January [--] [----] OUTPERFORM PRICE TARGET: $144.00"
X Link 2026-01-29T20:35Z 42.4K followers, [----] engagements
"$XBI #BIOTECHS investors keeping asking about M&A - imho one of most important slides out there if you own Biotechs - incredible % of Pharma Company Sales and % Of Pharma Company EPS Vulnerable to Patent Expirations 2025-2030 Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We Believe Have Potential For A Strong [----] Include: $ACLX $ANNX $APGE $APLS $AVTX $AXSM $BBIO $CBIO $OCUL $PVLA $QURE $RVMD $VRTX $XENE." https://t.co/IQ7lM5KlwY Cowen:" Q4+2026 Preview: Cautiously Optimistic That Biotech's Bull Market Will Continue; Biotech Stocks We"
X Link 2026-01-30T02:19Z 42.4K followers, 19.2K engagements
"$WVE Cantor WVE CEO Paul Bolno for our next edition of Cantor Catalysts. Wednesday 2/4 @ 1PM"
X Link 2026-01-30T13:24Z 42.4K followers, [----] engagements
"@HOThomasWPhelps Yes OX40 is not disease modifying - what will $SNY do next"
X Link 2026-01-30T13:39Z 42.4K followers, [----] engagements
"@Prof_Oak_ After reading Barclays deep dive on $BBIO imagine many rethinking $BBIO"
X Link 2026-01-30T18:43Z 42.4K followers, [----] engagements
"$RGEN cash of $18.9B in cash and $1.99B in long-term debt. [----] the year they make bigger deals"
X Link 2026-01-30T18:58Z 42.5K followers, [----] engagements
"$SNY bofa SAN FP: Sanofi: Feedback from CEO & Head of R&D analyst meeting - BUY - France- Amlitelimab re-iterate commercial potential Eur3-5bn $CRVS #soquelitinib safety across study is very clean. https://t.co/jz6eiagImS $CRVS #soquelitinib safety across study is very clean. https://t.co/jz6eiagImS"
X Link 2026-01-31T23:17Z 42.5K followers, [----] engagements
"$SNY Amlitelimab re-iterate commercial potential Eur3-5bn Frames amlitelimab opp in atopic dermatitis as cEur3bn based on existing data on safety profile potential Q12W dosing and rapid onset at [--] weeks +TCS. Further sees positive data for PIII ESTUARY persistence of efficacy study 1H26 potentially increasing opp to cEur5bn. Both are broad re-iterations of prior peak sales and in contrast to investor caution. $SNY bofa SAN FP: Sanofi: Feedback from CEO & Head of R&D analyst meeting - BUY - France- Amlitelimab re-iterate commercial potential Eur3-5bn $SNY bofa SAN FP: Sanofi: Feedback from CEO"
X Link 2026-01-31T23:19Z 42.5K followers, [----] engagements
"Cantor Schimmer handful of data catalysts coming up - most likely all in March Ph3 infigratinib for achondroplasia $BBIO) Ph3 COMP360 for TRD $CMPS) Ph3 azetukalner for FOS $XENE) Pivotal Ph2 QTORIN Rapamycin for mLM $PVLA)"
X Link 2026-01-31T23:21Z 42.4K followers, [----] engagements
"Piper $SNY Overall much of conversation focused on amlitelimab (anti-OX40) where SNY is bullish for this novel mechanism to expand the AD market upon entry considering there is only 18% biologic penetration. Thus believe this underscores $NKTR's REZPEG value-proposition in AD recognizing its unique MoA and already competitive efficacy/safety vs amlitelimab could be strengthened by upcoming AD maintenance data in 1Q26. $CRVS Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of"
X Link 2026-01-31T23:42Z 42.5K followers, 20.7K engagements
"$SNY is armed with at-most 15B to allocate towards BD opportunities with a focus on Ph1 and Ph2 assets to strengthen their existing therapeutic areas. On the call mgmt reflected on their overall growth strategy and stressed business development (BD) will be a key tool used to support/replenish their early-stage pipeline in the coming years although SNY will prioritize smart capital allocation and thoughtful consideration of all opportunities. Piper Piper $SNY Overall much of conversation focused on amlitelimab (anti-OX40) where SNY is bullish for this novel mechanism to expand the AD market"
X Link 2026-01-31T23:44Z 42.5K followers, [----] engagements
"Cantor $REGN: Quiet Before LAG3; Raise PT to $800"
X Link 2026-02-02T01:13Z 42.4K followers, [----] engagements
"$CRVS Jefferies BUY PT $42 new [--] page Deeper Dive into Key Debates on CRVS SQL Ph1 AD Data and ITK MOA-While awaiting more clinical data we see that SQL/ ITK could represent next big I&I drug/ class"
X Link 2026-02-02T01:19Z 42.4K followers, 15.9K engagements
"$NVO Oral Wegovy's TRx came in at 26.1k on IMS & 26.8k on Symphony for its third week of launch - oral Wegovy IMS scripts (26.1k) look numerically higher vs both Wegovy injectable (3.1k) and Zepbound pen (15.6k) in their third week of launch. $LLY $VKTX $PFE $NVO Novo's Wegovy pill surpasses [-----] prescriptions in second full week. $LLY $VKTX https://t.co/7FkZsfxfYj $NVO Novo's Wegovy pill surpasses [-----] prescriptions in second full week. $LLY $VKTX https://t.co/7FkZsfxfYj"
X Link 2026-02-02T01:34Z 42.4K followers, [----] engagements
"$RVMD JP polled [--] PDAC- focused oncologists who treat an average of [---] PDAC patients annually and asked about their expectations for dara adoption in their practices Net-net our poll points to a highly favorable set-up for RVMDs opportunity in PDAC. 302s win is likely going to uncover more than just the opportunity in 2L given the unmet needs and the lack of available options https://twitter.com/i/web/status/2018142113444089950 https://twitter.com/i/web/status/2018142113444089950"
X Link 2026-02-02T01:59Z 42.4K followers, [----] engagements
"$PCVX Investors are increasingly paying attention to PCVX's comeback. Adult market is the near- term focus. We don't see major push-back on likely high POS for Ph3 based on strong Ph2 data while it is still under-appreciated that adult PCV market could be multiple of current $1-2B size expecting stock moving higher into the readout given adult market alone still under-appreciated to be a growing $5-6B+ opportunity. https://twitter.com/i/web/status/2018144559239213230 https://twitter.com/i/web/status/2018144559239213230"
X Link 2026-02-02T02:08Z 42.5K followers, [----] engagements
"$TGTX Jeff has PK SUBq data listed as medium catalyst 1H26 $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by [----]. $TGTX TG is at an inflection point where for the next few years there will be meaningful cash flows even with the subQ Briumvi launch. estimate $400-$700M in annual cash flow in next few years increasing to $900M-$1B by 2030"
X Link 2026-02-02T02:14Z 42.4K followers, 12.6K engagements
"$PTGX ROYALTIES $JNJ has elevated Icotrokinra as the #2 priority in its immunology portfolio second only to Tremfya signaling a major long-term commitment to this oral peptide - 2nd $TAK Takeda has obtained priority review for rusfertide (FDA decision expected by August 2026) and is treating it as a crown jewel in its [------] launch roster. $TGTX Jeff has PK SUBq data listed as medium catalyst 1H26 $TGTX Jeff has PK SUBq data listed as medium catalyst 1H26"
X Link 2026-02-02T14:21Z 42.4K followers, [----] engagements
"$CRVS DR Grando was particularly impressed w/ SQL's reported safety calling it "impeccable" believes that an [--] wk Tx period is enough time to see safety signals and a [--] wk Tx is enough time to understand long-term safety sees the reported EASI-75/ [--] data as very impressive on par w/ that reported by JAKi and much higher than that reported by biologics including Dupi $CRVS Jefferies Bottom line. KOL call w/ Dr. Grando added further support to our thesis for the treatment paradigm-changing potential of ITK inhibitors in AD as KOL spotlighted SQL's impressively clean Ph1 safety profile &strong"
X Link 2026-02-02T15:41Z 42.5K followers, [----] engagements
"$AZN $TECX @plainyogurt21 Just found some interesting data on long-term oral relaxin by AZ. Theyre talking about a clear antifibrotic effect with long-term use. https://t.co/VqAiT6RuRs @plainyogurt21 Just found some interesting data on long-term oral relaxin by AZ. Theyre talking about a clear antifibrotic effect with long-term use. https://t.co/VqAiT6RuRs"
X Link 2026-02-02T15:46Z 42.5K followers, [----] engagements
"@Sanctuary_Bio Major sentiment change reversal on $PCVX last couple months"
X Link 2026-02-02T16:30Z 42.5K followers, [----] engagements
"$ABVX looking at $AZN moving to new exchange and away from ADS 😳😳🤔🤔🤔🤷♂🤷♂"
X Link 2026-02-02T17:13Z 42.5K followers, 10.8K engagements
"@LimitedHangOut1 @ej23ny Agree DENISE -makes todays news a NOTHING"
X Link 2026-02-02T20:17Z 42.4K followers, [---] engagements
"$NKTR BRiley $NKTR Buy; $105.00 PT) AMGN's OX40 targeting roca Ph3 termination positions NKTR's REZPEG as the flagship asset within immune rebalancing atopic dermatitis space. SNY's (NR) amli Kaposi sarcoma case (HHV-8 susceptibility) disclosed on 4Q call (1/29) reinforces REZPEG's clean Ph2b safety differentiation. remain buyers into imminent 52-week maintenance data; AAD'26 late March presentation direct showdown with SNY's COAST [--] full data disclosures. Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60%"
X Link 2026-02-02T23:22Z 42.4K followers, 23.4K engagements
"$BBIO MS BridgeBio Pharma (BBIO OW $96 PT updated model PROPEL3 and Dual NDAs Define a Pivotal [----] $BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch continues to go well. We think BBIO could $BBIO Barclays Top Idea - (OW PT $157 $15B mkt cap): BULL CASE $200+ uniquely diversified commercial-stage biotech [--] large upcoming opportunities (ADH1 LGMD2i and achondroplasia) support upside alone & we think ATTR-CM launch"
X Link 2026-02-03T02:02Z 42.4K followers, [----] engagements
"$MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY"
X Link 2026-02-03T11:41Z 42.4K followers, [----] engagements
"$PFE #Obesity [--] Phase [--] trials with PF3944 expected to advance in 2026; expansive clinical development program underway with 20+ planned and ongoing studies across diverse obesity pipeline Pfizer $PFE obesity drug data https://t.co/msJCoppJHC Pfizer $PFE obesity drug data https://t.co/msJCoppJHC"
X Link 2026-02-03T11:43Z 42.4K followers, [----] engagements
"$CYTK Truist $CYTK - Updating WAC price and estimates pre-4Q25; PT to $92 from $84"
X Link 2026-02-03T12:14Z 42.4K followers, [----] engagements
"BOfa few model updates $MDGL lowered PT ($570 vs. $595); $BBIO ($88 vs. $85 prior"
X Link 2026-02-03T12:57Z 42.4K followers, [----] engagements
"$TGTX Jeffries BUY PT $46 TGTX Catchup: Briumvi Rev Continues to Strong Momentum w/ SC Topline by '26/'27- believe will be a major stock-moving event with strategic value given potential best-in-class profile"
X Link 2026-02-03T15:40Z 42.4K followers, [----] engagements
"$VRNA $MRK Ohtuvayre in first quarter reported $178million $MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY $MRK [--] billion dollar runrate WINREVAIR Sales: $467.00M; +133% YoY"
X Link 2026-02-03T17:41Z 42.4K followers, [----] engagements
"$CTMX CEO very very active drug in late line CRC is what sticks out to other researchers Cantor Catalysts: Webinar with $CTMX Tomorrow (February 3rd @ 2:30PM ET) Cantor Catalysts: Webinar with $CTMX Tomorrow (February 3rd @ 2:30PM ET)"
X Link 2026-02-03T19:42Z 42.4K followers, 18.3K engagements
"$AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://investors.amgen.com/news-releases/news-release-details/amgen-reports-fourth-quarter-and-full-year-2025-financial/ https://investors.amgen.com/news-releases/news-release-details/amgen-reports-fourth-quarter-and-full-year-2025-financial/"
X Link 2026-02-03T21:04Z 42.5K followers, [----] engagements
"$PFE Business development: MGT reiterated commitment to bolt-on BD with $7bn of capacity"
X Link 2026-02-04T02:04Z 42.5K followers, 16.1K engagements
"$AMGN Baird lack of meaningful follow-through on the originally expected 4Q25 data readouts for MariTide is somewhat discouraging although management expressed confidence.🤷♂🤷♂ $AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://t.co/NiQtdl76lS $AMGN AMGEN REPORTS FOURTH QUARTER AND FULL YEAR [----] FINANCIAL RESULTS Amgen Inc. https://t.co/NiQtdl76lS"
X Link 2026-02-04T02:32Z 42.5K followers, [----] engagements
"$LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B)"
X Link 2026-02-04T11:51Z 42.4K followers, 19.3K engagements
"$MRK said that business development (BD) remains a "high priority" as the company is well-positioned to pursue additional transactions when the science and value makes sense. In fact mgmt said the "sweet spot" MRK will aim for is deals valued at up-to $15B but the company is open to go bigger if the science and fundamentals represent the right fit/approach to drive value creation $PFE Business development: MGT reiterated commitment to bolt-on BD with $7bn of capacity $PFE Business development: MGT reiterated commitment to bolt-on BD with $7bn of capacity"
X Link 2026-02-04T12:09Z 42.5K followers, 20.4K engagements
"$LLY $NVO pic sums it well $LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B) $LLY Zepbound Rev. $4.26B (est $3.83) - Mounjaro Rev. $7.41B (est $6.75B)"
X Link 2026-02-04T14:15Z 42.4K followers, 20.1K engagements
"$VKTX sounds phase [--] ready and we find out details of trials next week $VKTX For me its interesting that this year the wording from Viking has changed from Concurrently the company is evaluating an oral formulation of VK2735 in a Phase [--] trial to now saying Concurrently the company is evaluating an oral formulation of VK2735 in obesity $VKTX For me its interesting that this year the wording from Viking has changed from Concurrently the company is evaluating an oral formulation of VK2735 in a Phase [--] trial to now saying Concurrently the company is evaluating an oral formulation of VK2735 in"
X Link 2026-02-04T21:43Z 42.4K followers, 14K engagements
"$OCUL highlights include updated timing for the presentation of topline results of the SOL-1 Phase [--] superiority clinical trial of AXPAXLI (also known as OTX-TKI) for the treatment of wet age-related macular degeneration (wet AMD) which are expected to be presented at the 49th Macula Society Annual Meeting taking place between February [--] [--] [----]. $OCUL SOL-1 Phase [--] superiority trial results remain masked to date SOL-1 data expected to be presented at the 49th Macula Society Annual Meeting Ocular plans to submit NDA for AXPAXLI in wet AMD based on SOL-1 [--] Week data pending positive results"
X Link 2026-02-05T12:10Z 42.5K followers, 10.6K engagements
"$OCUL All subjects have completed their Week [--] visit and have been re-dosed according to their baseline treatment assignment. The trial continues to maintain an exceptional rate of patient retention and per protocol-defined treatment rescues. To date the SOL-1 trial results remain masked. Pending positive results Ocular plans to submit a New Drug Application (NDA) for AXPAXLI in wet AMD based on SOL-1 [--] Week data. $OCUL highlights include updated timing for the presentation of topline results of the SOL-1 Phase [--] superiority clinical trial of AXPAXLI (also known as OTX-TKI) for the"
X Link 2026-02-05T12:12Z 42.5K followers, [----] engagements
"$OCUL SOL-X (wet AMD) open label extension trial initiation expected in 2Q [----]. Subjects who have successfully completed two-year safety follow-up in either SOL-1 or SOL-R will have an opportunity to enroll in the SOL-X trial for an additional three years of safety follow-up. SOL-X outcomes may further expand AXPAXLIs potential by highlighting the need to start AXPAXLI treatment early or potentially risk worse long-term visual outcomes due to potential fibrosis and atrophy that may be seen with pulsatile treatments. $OCUL Ocular Therapeutix Reports Fourth Quarter and Full Year [----] Financial"
X Link 2026-02-05T12:14Z 42.5K followers, [----] engagements
"$OCUL Bofa $OCUL remains one of our top picks with a Buy and new $24PT (prev. $21;"
X Link 2026-02-05T22:21Z 42.5K followers, [----] engagements
"$BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility caution against reading too much into it. Admittedly trying to extrapolate the strategy behind the move is challenging but it's easily overlookedthink that Pfizer was recently awarded two new polymorph patents whose claims-which may be robust-have yet to be litigated. At the same time the withdrawal was not a ruling made by the court i.e. no legal precedentwas established and thus unable to influence other courts including in the US. $BBIO Stock down 15% on tafamidis IP news. What's the market pricing"
X Link 2026-02-06T11:48Z 42.5K followers, 11.8K engagements
"$BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility caution against reading too much into it. Admittedly trying to extrapolate the strategy behind the move is challenging but it's easily overlookedthink that Pfizer was recently $BBIO $PFE bofa while Pfizer's withdrawal likely surprised many prompting today's volatility"
X Link 2026-02-06T11:58Z 42.5K followers, 16.7K engagements
"$OCUL RJ Sean McCutcheonPh.D on this-week has one of better reads on $OCUL trials worth the time to read I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story. I received a strongly worded statement from $OCUL The rumors that are circulating alleging that we have seen the unmasked results from the SOL-1 trial or have knowledge that the trial did not succeed are categorically false." More in the story"
X Link 2026-02-06T12:02Z 42.4K followers, 19K engagements
"$OCUL RJ TWO DECADES note that if the 15-letter loss criterion increases the control arm rescue-free rate we would also expect a similar benefit in the Axpaxli arm. While there may be a ceiling effect recall that on a per-protocol basis in the Axpaxli U.S. Ph1b 80% of Axpaxli patients were rescue-free at [--] months post their last aflibercept injection - with a more stringent set of rescue criteria. The bar to hit statistical significance (with power being preserved due to very high retention rate per the company) is only 15% (potentially slightly lower due to modest upsizing of the study when"
X Link 2026-02-06T15:10Z 42.5K followers, [----] engagements
"$BBIO - Josh Schimmer on Biobeats $BBIO Defense - yes but nice to hear - still his top pic for year $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision) $BBIO BERN BUY PT $94 More tactically think owning $BBIO into infigratinib data is a no brainier and you can always take profits before the court ruling which is not expected until later in the year (bench trial = no immediate decision)"
X Link 2026-02-06T20:12Z 42.4K followers, [----] engagements
"$CRVS $NKTR $ABVX $PTGX - cantor nice pic on Immunology Product Performance Across 4Q25. Which begs the questions what the valuations of NEW MOAs hopefully coming to market Yes competition but LARGE markets Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of cash left $APGE $CRVS $KYMR 18-20 quarters cash left $NKTR [--] quarters https://t.co/ep7G7cDAjq Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn"
X Link 2026-02-07T14:47Z 42.5K followers, 17.2K engagements
"$TNGX GUGG updating TNGX model &PT $18 to reflect our increased conviction in the opportunity for vopimetostat (TNG462) following recent updates (see here) including confirmation of Phase [--] initiation this year in 2L MTAP-del PDAC as well as forthcoming Phase [--] combination studies with daraxonrasib and zoldonrasib (both RVMD) that could potentially support Phase 3-go decisions in 1L MTAP-del PDAC. https://twitter.com/i/web/status/2020148399673073856 https://twitter.com/i/web/status/2020148399673073856"
X Link 2026-02-07T14:51Z 42.4K followers, [----] engagements
"$MRK flexing some muscle last week Catalysts: Winrevair Phase [--] CADENCE data in patients with Cpc-PH due to HFpEF (Mar. [--] at ACC 2026); (2) Islatravir + Lenacapavir (QW HIV antiretroviral) Phase [--] topline data (2Q 2026); (3) efinopegdutide (GLP-1/ glucagon receptor dual agonist) Phase 2b data in pre-cirrhotic MASH (1H 2026); (4) Tulisokibart Phase [--] data in UC (2H 2026); (5) Restoret Phase [--] data in DME (2H 2025); and (6) Ohtuvayre Phase [--] data in NCFB (4Q 2026). https://twitter.com/i/web/status/2020149425541177455 https://twitter.com/i/web/status/2020149425541177455"
X Link 2026-02-07T14:55Z 42.4K followers, [----] engagements
"$ARWR catalysts: 1) FCS launch quarterly; 2) SHTG pivotal data 3Q; 3) ARO-Dimer-PA data end-of 3Q (expects 40-50% decreases in both TG & LDL); 4) Obesity data throughout [----] for INHBE & ALK7 (we think likely @ADA); 5) early 'MAPT AD HV data (focus on CSF tau KD) in 2H26 (AD pt data 2027). https://twitter.com/i/web/status/2020163517416923571 https://twitter.com/i/web/status/2020163517416923571"
X Link 2026-02-07T15:51Z 42.4K followers, [----] engagements
"@WisemanCap Baffles me for one biggest events out of year we can not do better then Bad Bunny 🤷♂🤷♂"
X Link 2026-02-09T01:40Z 42.4K followers, [----] engagements
"$BBIO - more color from Schimmer -Orphan Drug Exclusivity (ODE) for tafamidis in Europe extends to [----] - for the WT TTR-CM indication. While hereditary TTR-CM ODE expires sooner there aren't 'skinny-label' carve-out options in Europe. So generics can't enter there for another [--] years at the earliest. PFE has filed newer (potentially stronger) polymorph patents in Europe that could help extend exclusivity beyond [----]. One of them has been challenged the other hasn't been challenged yet but likely will be. The EPO website is a little confusing but it does list quite a number of active patents"
X Link 2026-02-09T11:56Z 42.4K followers, [----] engagements
"$CRVS CRVS's China partner is actively testing SQL 400mg QD in a Ph1b/2 study in China w/ topline data to come likely 2H26 which could provide early support for CRVS's planned 400mg QD cohort in Ph2 US/ global studies. $CRVS catalysts 1) Cohort [--] data for [--] months beyond trt period (mid year). This is bigger catalyst than most realize. If data shows sustained benefit past treatment period 🔥🔥 2) China partner AD data this year (likely Q3 or Q4). MOAR confirmation of novel MOA. 3) PTCL $CRVS catalysts 1) Cohort [--] data for [--] months beyond trt period (mid year). This is bigger catalyst than"
X Link 2026-02-09T15:02Z 42.4K followers, [----] engagements
"$ROG - was anyone on this call Monday February [--] Roche (RHHBY) Virtual Neurology/ACTRIMS Investor Event Roche will hold an investor event today at 10:30 a.m. ET to discuss neurology pipeline updates and fenebrutinib data recently presented at the Americas Committee for the Treatment and Research in Multiple Sclerosis (ACTRIMS) [----] https://twitter.com/i/web/status/2020902976907260267 https://twitter.com/i/web/status/2020902976907260267"
X Link 2026-02-09T16:49Z 42.5K followers, [----] engagements
"$ROG Fenebrutinib safety slides https://assets.roche.com/f/176343/x/4ea2b884ce/260209_actrims_final.pdf $ROG - was anyone on this call Monday February [--] Roche (RHHBY) Virtual Neurology/ACTRIMS Investor Event Roche will hold an investor event today at 10:30 a.m. ET to discuss neurology pipeline updates and fenebrutinib data recently presented at the Americas Committee for the https://assets.roche.com/f/176343/x/4ea2b884ce/260209_actrims_final.pdf $ROG - was anyone on this call Monday February [--] Roche (RHHBY) Virtual Neurology/ACTRIMS Investor Event Roche will hold an investor event today at"
X Link 2026-02-09T16:53Z 42.5K followers, [----] engagements
"$ROG safety $ROG Fenebrutinib safety slides https://t.co/Ge8jp1ypVV https://t.co/2fYQKGZvFc $ROG Fenebrutinib safety slides https://t.co/Ge8jp1ypVV https://t.co/2fYQKGZvFc"
X Link 2026-02-09T16:56Z 42.5K followers, [----] engagements
"$AZN earnings tomorrow Key near-term catalysts include datroway Phase III data in 1L NSCLC (AVANZAR TROPION-Lung07 - 08); camizestrant Phase III data in 1L HR+ BC (SERENA-4) approval for ESR1m HR+ BC; Wainua Phase III data in ATTR-CM (CARDIO-TTRansform); tozorakimab Phase III COPD data (OBERON/TITANIA/MIRANDA); AZD0901 Phase III gastric cancer data (CLARITY-Gastric01 https://twitter.com/i/web/status/2020907512753508708 https://twitter.com/i/web/status/2020907512753508708"
X Link 2026-02-09T17:07Z 42.5K followers, [----] engagements
"$VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials"
X Link 2026-02-09T17:20Z 42.5K followers, 26.3K engagements
"$VKTX VKTX's $2.6B EV represents the biggest value dislocation in obesity vs. MTSR's $7.6B takeout given superior dual agonist data an advanced subcu/oral program and no transition penalty risk $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials. $VKTX some nice nuggets for $VKTX VK2735 by BRiley today VK2735 looks to easily surpass PF'3944 in Ph3/maintenance trials"
X Link 2026-02-09T17:21Z 42.5K followers, 26.4K engagements
"$AZN Having delivered [--] positive Phase III read outs last year $AZN indicated that it has more than [---] ongoing late-stage trials with over [--] expected to report results in [----]. Soriot noted that "a substantial and growing number" of these feature "transformative technologies which have the potential to revolutionise outcomes for patients and drive our growth well beyond 2030." #AstraZeneca $AZN Q4-25. Results: 📊 Core EPS: $2.12 🟢 💰 Revenue: $15.5B 🔴 📈 Operating Profit: $2.98B 🔎 Strong Q4 performance driven by Oncology and BioPharmaceuticals with operating profit up sharply YoY"
X Link 2026-02-10T11:55Z 42.4K followers, [----] engagements
"$AZN obesity data in June at ADA $AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single class. ). dont see it in trials alone for $AZN updated on obesity Its small molecule elecoglipron ( based on $LLY orforglipron scaffold ) moving to phase [--] in [----] I dont see data update on dual GLP1 Glucagon ( phase [--] started in [----] . likely to disappoint like single class. ). dont see it in trials alone for"
X Link 2026-02-10T12:31Z 42.5K followers, [----] engagements
"@BayAreaBiotechI Nice advancements with these new MOAs with safety. - $CRVS (ORAL)quick acting in few weeks long duration - $NKTR (SUBq) slower acting at first but Duration is out there"
X Link 2026-02-10T13:22Z 42.5K followers, [----] engagements
"$REGN Dupixent P3 Conjunctivitis rate 14-19% $APGE [---] Conjunctivitis rate: 14.6%. $NKTR $CRVS 0%. I was also not aware til today is ulcer is concern with Dupi"
X Link 2026-02-10T13:56Z 42.5K followers, [----] engagements
"$AZN bofa Re-iterate FY26 PIII data c$10bn peak with FY27 a potentially bigger year on peak sales Buy for 26E key catalysts 2H (AVANZAR SERENA-4 Eplon) Tozo 1H. 27E reads (CAMBRIA-1 depleter CTLA4 Farxiga LCM PCSK9) $AZN is one of our "25 stocks for 2026" and is on our Europe [--] list of top ideas. Pipeline and valuation https://twitter.com/i/web/status/2021235912630227290 https://twitter.com/i/web/status/2021235912630227290"
X Link 2026-02-10T14:52Z 42.5K followers, [----] engagements
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