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

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

### Engagements: XXXXXX [#](/creator/twitter::3426014292/interactions)
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- X Months XXXXXXXXXX +62%
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### Mentions: XX [#](/creator/twitter::3426014292/posts_active)
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- X Months XXXXX +53%
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### Followers: XXXXXX [#](/creator/twitter::3426014292/followers)
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- X Week XXXXXX +0.16%
- X Month XXXXXX +0.54%
- X Months XXXXXX +5.30%
- X Year XXXXXX +8.80%

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

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  #4972 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$bbio](/topic/$bbio) #1, [$prax](/topic/$prax) #2, [$xbi](/topic/$xbi) #5, [$ptgx](/topic/$ptgx) #4, [bullish](/topic/bullish) #249, [$apls](/topic/$apls) #1, [$idya](/topic/$idya) #5, [$mdgl](/topic/$mdgl) #14, [$4b](/topic/$4b) #2, [$ovid](/topic/$ovid) #4

**Top accounts mentioned or mentioned by**
[@financebully](/creator/undefined) [@biohazard3737](/creator/undefined) [@jfais20](/creator/undefined) [@citi](/creator/undefined) [@omillionaires](/creator/undefined) [@vulpescap](/creator/undefined) [@jefferies](/creator/undefined) [@jayikyle](/creator/undefined) [@given2tweet](/creator/undefined) [@bioinvestor24](/creator/undefined) [@jeromeleonard5](/creator/undefined) [@cognivestment](/creator/undefined) [@amaymd](/creator/undefined) [@nejmevidence](/creator/undefined) [@cloisterres](/creator/undefined) [@biostocks](/creator/undefined) [@piper](/creator/undefined) [@sharkbiotech](/creator/undefined) [@jp](/creator/undefined) [@630pm](/creator/undefined)

**Top assets mentioned**
[BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Bitcoin Incognito (XBI)](/topic/$xbi) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Pfizer, Inc. (PFE)](/topic/$pfe) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [GSK plc (GSK)](/topic/$gsk) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Vera Therapeutics, Inc. Class A Common Stock (VERA)](/topic/$vera) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Insmed, Inc. (INSM)](/topic/$insm) [Eli Lilly and Company (LLY)](/topic/$lly) [AstraZeneca PLC (AZN)](/topic/$azn) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Dawn Protocol (DAWN)](/topic/$dawn) [SuperRare (RARE)](/topic/$rare) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Vaxcyte, Inc. Common Stock (PCVX)](/topic/$pcvx) [Phemex Token (PT)](/topic/$pt) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz)
### Top Social Posts
Top posts by engagements in the last XX hours

"$PTGX $TAK Duration & ORAL - $PTGX another big win"  
[X Link](https://x.com/semodough/status/1997333536529957161)  2025-12-06T15:53Z 41.9K followers, 16.7K engagements


"$IDYA $GSK - not good at this at all - so many mistakes - LIFESCI points out Bottom line and our view: ultimately WRN and POLQ were not in investors' nor in most of our peers' valuation models for IDYA while we had incremental value attributed. We'd also remind investors that GSK had previously walked away in summer of 2022 from MAT2A inhibitor IDE397 which has since demonstrated monotherapy efficacy and potential synergy with GILD's Trodelvy in bladder cancer"  
[X Link](https://x.com/semodough/status/1997343367668150780)  2025-12-06T16:32Z 41.9K followers, 11.3K engagements


"Cowen - each month they have Potential Acquisition Candidates in #Biotech dont believe it changes much month to month but interesting to look thru $AXSM $DAWN $CLDX $CELC $MDGL $OCUL $MLTX $RARE $TGTX $XBI"  
[X Link](https://x.com/semodough/status/1964699093986578459)  2025-09-07T14:35Z 41.9K followers, 45.3K engagements


"MS $PFE $BBIO $ALNY KOL discussion with a physician-scientist specializing in cardiovascular genetics who runs genetics clinic in a cardiovascular center at a major healthcare system on West Coast KOL sees stabilizers maintaining largest portion of first line treatment with ease of prescribing and access main determinants of future mix. KOL highlighted that at present she sees tafamidis capturing XX% of use with Attruby (20%) and Amvuttra (10%) capturing the remainder of the market though Attruby is taking an increasing share of the market from tafamidis. Specifically she has a positive view"  
[X Link](https://x.com/semodough/status/1995854275159695468)  2025-12-02T13:55Z 41.9K followers, 3941 engagements


"$BBIO about as Bullish as survey as you will see for ATTRUBY The Cardiology Renaissance: ATTR-CM survey points to a growing market and shifts in prescribing behavior Our survey indicates changing prescribing preferences among ATTR-CM (transthyretin amyloid cardiomyopathy) cardiologists with the market growing steadily amidst a competitive landscape"  
[X Link](https://x.com/semodough/status/1996634890033410435)  2025-12-04T17:37Z 41.9K followers, 12.1K engagements


"$BBIO GS Buy $XXX PT covered by Paul Choi)believe survey results bode well for Attrubys ongoing launch in ATTR-CM space. Attruby likely commands second largest share of overall ATTR-CM market including a higher-than-expected share of the tafamidis progressor market with this position likely to be cemented in 2026"  
[X Link](https://x.com/semodough/status/1996635304632160688)  2025-12-04T17:38Z 41.9K followers, 5378 engagements


"$BBIO prevalence of ACH is approximately X in 20000 with BBIO estimating a 7-10K addressable pt population with open growth plates in the U.S.+EU. RJ Deep dive out 1-3 Billion dollar opportunity for $BBIO on upcoming data"  
[X Link](https://x.com/semodough/status/1996672862053154972)  2025-12-04T20:08Z 41.9K followers, 7492 engagements


"$XBI #biotechs besides all the #ASH25 data we have $KYMR $DYN $WVE all tomorrow am - what else"  
[X Link](https://x.com/semodough/status/1997800944747286641)  2025-12-07T22:50Z 41.9K followers, 17.6K engagements


"$TERN Mizuho bottom line/on data seen believe '701 represents a potential best-in-class CML agent one that could even challenge Scemblix on both efficacy&& safety/tolerability. now await updated data for '701 at ASH focus will be not only updated MMR data but also the co's latest thinking on next clinical trials (and notably whether it plans to pursue the 1L opp'y which represents a major source of model upside). As for the stock the move higher has been swift; that said as we detail within and as our bull case calls for seeing the potential of perhaps XX% more upside"  
[X Link](https://x.com/semodough/status/1994432534940156194)  2025-11-28T15:45Z 41.9K followers, 4338 engagements


"$GUTS catalysts & thank you @Vulpescap for $GUTS a summary"  
[X Link](https://x.com/semodough/status/1996637990870016122)  2025-12-04T17:49Z 41.9K followers, 10.1K engagements


"$IOVA I see Truist refreshed its model IOVA - Model Refresh - Updated estimates ahead of Second Full Year of Amtagvi Sales - XXX million in total operating expenses😳 & and I dont see any profits in Truist model til 2034 X years😳😳 - how many dilutions will $IOVA do in that time - yes short interest is high as you see"  
[X Link](https://x.com/semodough/status/1996938273583706455)  2025-12-05T13:42Z 41.9K followers, 6333 engagements


"$PTGX $TAK Present Longer-Term Data at ASH 2025 Showing Rusfertide Delivers Durable Response and Hematocrit Control in Polycythemia Vera 52-Week Results from the Phase X VERIFY Study of Rusfertide Demonstrated Sustained Hematocrit Control and Response"  
[X Link](https://x.com/semodough/status/1997333280270450994)  2025-12-06T15:52Z 41.9K followers, 9890 engagements


"$IDYA Lifesci PT $XX caught up with IDYA mgmt who provided color on the decision as well as emerging data and strategy on WRN and POLQ. IDYA noted that per their conversation with GSK earlier today (and following yesterday's notice) this move was driven by a shift in GSK's strategic priorities. IDYA also highlighted that select key GSK personnel who oversaw the partnership back in 2020 were no longer at the company. Regarding the assets themselves WRN has defined an MTD and is driving monotherapy activity with "response-level anti-tumor reduction". While the data is still early and there"  
[X Link](https://x.com/semodough/status/1997343863225090174)  2025-12-06T16:34Z 41.9K followers, 6100 engagements


"$ACLX Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients with Relapsed and/or Refractory Multiple Myeloma - Arcellx"  
[X Link](https://x.com/semodough/status/1997411259659034726)  2025-12-06T21:02Z 41.9K followers, 7290 engagements


"$ACLX #ASH25 Anito-cel demonstrated XX% ORR and XX% CR/sCR at a median follow-up of XXXX months; responses continue to deepen over time -- -- Overall MRD negativity was XX% and sustained MRD negativity for X months was XX% both at 10-5 sensitivity level -- -- 12-month PFS and OS rates were XXXX% and 94.0%; 18-month PFS and OS rates were XXXX% and 88.0%; 24-month PFS and OS rates were XXXX% and XXXX% -"  
[X Link](https://x.com/semodough/status/1997411417339617536)  2025-12-06T21:02Z 41.9K followers, 9533 engagements


"$PTGX #ASH25 XX% of patients continued from part 1a to 1b (32-52wks) and baseline characteristics were similar across both part 1a/1b Strong durability of response was shown regardless of dose titration with XX% of patients originally on rusfertide continuing to show response and XX% of patients who switched to rusfertide seeing response"  
[X Link](https://x.com/semodough/status/1997448679301513229)  2025-12-06T23:30Z 41.9K followers, 6306 engagements


"$PRAX JEFF PRAX shares full open-label Phase II RADIANT data for vormatrigine (oral NaV modulator). In focal epilepsy encouraged to see 30mg achieving an absolute -XX% seizure reduction by Week X (N=62) which is fairly unchanged from the prior cut of -XX% (N=37). XX% seizure freedom is relatively stable (vs XX% previously). In H1:26 stock should move up +20-40% if absolute efficacy is replicated in pivotal 12-week POWER1 study with 20-30mg QD (N=250)"  
[X Link](https://x.com/semodough/status/1997682648089534649)  2025-12-07T15:00Z 41.9K followers, 3172 engagements


"$PRAX Baird PT $XXX Incrementally positive on AES presentations. We think Praxis comes out of the American Epilepsy Society with presentations from two separate next-generation sodium channel modulators looking poised to come to market over the next few year"  
[X Link](https://x.com/semodough/status/1997996055959359819)  2025-12-08T11:45Z 41.9K followers, 2864 engagements


"after seeing the bidding for $CDTX - should $IVVD not be higher"  
[X Link](https://x.com/semodough/status/1998003748786893073)  2025-12-08T12:16Z 41.9K followers, 7236 engagements


"$GPCR Structure Therapeutics to Report Data from ACCESS Clinical Program of Oral Small Molecule GLP-1 Receptor Agonist Aleniglipron on December X 2025 Structure Therapeutics"  
[X Link](https://x.com/semodough/status/1997809956586729724)  2025-12-07T23:26Z 41.9K followers, 11.5K engagements


"$CRVS SAFETY - big takeaway here as AD trial moves on. No dose limiting toxicities or significant adverse events were observed in any patients in all dose cohorts up to XXX mg twice-daily including no myelosuppression or immunosuppression"  
[X Link](https://x.com/semodough/status/1998061072281170116)  2025-12-08T16:04Z 41.9K followers, 6052 engagements


"$PTCT BOFA PT $XX PTCT reported strong first quarter Sephience sales of $19.6mn driven by broad uptake in all key PKU patient segments report as in-line with our recent positive KOL survey that indicated peak Sephience usage of up to XX% guides to meeting with the FDA in 4Q to discuss next steps for HD and FA; R&D Day scheduled for Dec 2nd"  
[X Link](https://x.com/semodough/status/1986040572998492357)  2025-11-05T11:59Z 41.9K followers, 2540 engagements


"$PCVX XXX Billion in cash & hopes to launch 2028"  
[X Link](https://x.com/semodough/status/1986250197903565219)  2025-11-06T01:52Z 41.8K followers, 5748 engagements


"$BHVN RJ SCA fight its not over. Mgt also gave more color on their plans for troriluzole going forwardwill expeditiously start FDAs appeal process.are also aware of political pressure forming around the topic of rare disease drug approvals. Yesterday Senators Rick Scott (R-FL) and Kirsten Gillibrand (D-NY) announced their intention to hold a hearing to examine FDAs treatment authorization process for rare diseases and we expect the troriluzole case to be brought up here. $QURE"  
[X Link](https://x.com/semodough/status/1986397294367760722)  2025-11-06T11:36Z 41.9K followers, 8368 engagements


"$VIR RJ VIR-5500 Robust Update 1Q26 XXX million cash"  
[X Link](https://x.com/semodough/status/1986770524802846821)  2025-11-07T12:19Z 41.8K followers, 5582 engagements


"$VERA shareswould use recent weakness (in the last week) as a buying opportunity.conservatively view VERA shares valued into the mid- to high-$30s / share range with only 10-15% penetration into the IgAN market. With the data presented today at ASN we see penetration rates that should be arguably higher"  
[X Link](https://x.com/semodough/status/1987174578364248343)  2025-11-08T15:05Z 41.9K followers, 2577 engagements


"$IDYA YE25/1Q26 Phase 2/3 daro + crizo PFS data in 1L HLA- mUM (see Preview); study should complete Phase X enrollment by YE 2025 (assuming no upsizing for OS powering) 1H 2026 clinical update at a medical conference for IDE397 + GILD's Trodelvy 1H 2026 initiation of Phase X daro + crizo in adjuvant UM YE 2025 initiation of IDE161 (PARG inhibitor) + IDE849 combination GSK partnered IDE275 (WRN) and IDE705 (POLQ) remain ongoing in the clinic IND clearance for IDE892 (PRMT5) IND submission completion for IDE034 (B7H3/PTK7 ADC) and IND filing for IDE574 (KAT6/7) by YE 2030 cash runway guidance"  
[X Link](https://x.com/semodough/status/1987180209359946186)  2025-11-08T15:27Z 41.8K followers, 6787 engagements


"$ABVX intriguing comment from Wolfe who initiated last week $PT XXX $ABVX Wolfe performed indirect analyses &predict that odds of success in Crohn's disease (CD) may be higher than that of ulcerative colitis (UC)"  
[X Link](https://x.com/semodough/status/1987897827637272778)  2025-11-10T14:59Z 41.8K followers, 8984 engagements


"$PTGX Stanley Druckenmiller - didnt have that on $PTGX bingo card"  
[X Link](https://x.com/semodough/status/1989491138265256168)  2025-11-15T00:30Z 41.9K followers, 8631 engagements


"$VIR surprised its not higher $VIR (OP LR presented full 48- week data from Phase X SOLSTICE study of tobevibart + elebsiran in chronic hepatitis D patients showing encouraging effects on viral markers and liver enzymes further validating the program ahead of the Phase X ECLIPSE readou"  
[X Link](https://x.com/semodough/status/1989709094366650577)  2025-11-15T14:56Z 41.8K followers, 6777 engagements


"Wedbush $VRDN (Outperform): if 2025 was execution year 2026 a year of catalysts. VRDN completed its veligrotug BLA submission and look for FDA acceptance December. Priority review sets up a mid-2026 decision. REVEAL-1/-2 readouts track to 1Q26 2Q26 respectively. Interestingly AMGN reported another Tepezza beat in TED and we wonder if this bodes well for VRDN"  
[X Link](https://x.com/semodough/status/1990513393007308971)  2025-11-17T20:12Z 41.9K followers, 5160 engagements


"$JAZZ $XBI is becoming very profitable #Biotech earning around XX bucks in 2027 - more bolt on deals likely for them M&A"  
[X Link](https://x.com/semodough/status/1990555648048910344)  2025-11-17T23:00Z 41.9K followers, 6534 engagements


"$BBIO jefferies BUY PT $XX Attruby (oral BID stabilizer) could become a $4B+ blockbuster pill in ATTR-CM heart disorder (a pot'l $20B TAM). In addition to quarterly beats stock drivers in H1:26 include: (1) NDA filing for BBP-418 in LGMD2I/R9 ($600M+ oppty) (2) NDA filing for encaleret (oral CaSR) in ADH1 ($1B+ oppty) (3) Infigratinib's (oral FGFR1-3) Phase III data in achondroplasia (ACH). By 2027 X rare-disease approvals could create the next leg of GROWTH -mgt 30-40% peak market share assumption for Attruby (oral BID stabilizer) in the next 3-4 years could be conservative"  
[X Link](https://x.com/semodough/status/1991113400600945124)  2025-11-19T11:56Z 41.9K followers, 5388 engagements


"$MDGL Truist MDGL Increased conviction in MASH F4; PT $XXX from $XXX remain Buyers of MDGL and raise our PT to $XXX (prev $580) due to increased conviction in Rezdiffra's potential specifically in MASH F4 subtype following data at AASLD These data showed substantial efficacy benefit in patients with baseline platelet 100k (more severe patients) a subtype that is also enrolled in the ongoing Ph3 MAESTRO-NASH OUTCOMES trial.conviction is reflected in peak adj MASH F4 sales of $1.5B vs. $750M prev. model total peak sales of $7.7B vs. $6.1B consensus"  
[X Link](https://x.com/semodough/status/1991126636280897552)  2025-11-19T12:49Z 41.9K followers, 12K engagements


"$SRRK should move up on this FDA news"  
[X Link](https://x.com/semodough/status/1991253808484147481)  2025-11-19T21:14Z 41.8K followers, 10.2K engagements


"$TARS Mizuho In connection with our initiation of TARS PT $XXX -conducted a 12-question proprietary survey of XX high-prescribing eye care professionals/ECPs; half were optometrists and half were ophthalmologists representing the two prescriber groups that TARS is specifically targeting. Conclusions: Based on our survey results overall we come away bullish on TARS"  
[X Link](https://x.com/semodough/status/1991484796208378224)  2025-11-20T12:32Z 41.8K followers, 2751 engagements


"$MDGL OPPY From a competitive perspective most MASLD patients discontinued subQ semaglutide with XX% stopping within XX weeks of initiation&higher discontinuation rates among patients without type X diabetes suggesting a potential adherence advantage for Rezdiffra. increasing optimism for Rezdiffra drives our new revenue estimates to $7.1B in 2035 vs. $6.7B prior. new $XXX PT vs. $XXX prior"  
[X Link](https://x.com/semodough/status/1991602322032447913)  2025-11-20T20:19Z 41.9K followers, 4468 engagements


"$BBIO remains top pic at JPM for Growth see Attruby as having $2B peak sales potential in US alone note that near- term top-line diversification is now de-risked with recent pivotal clinical trial wins (US peak sales potential - BBP-418 in LGMD $800M+ / encaleret in ADH1 $600M+). Looking forward all eyes are on pivotal readout of the PROPEL study for infigratinib in achondroplasia (blockbuster opportunity) where continue to see high probability of success. see a favorable reward / risk setup into the achondroplasia update. BridgeBio remains on the Positive Catalyst Watch ahead of the pivotal"  
[X Link](https://x.com/semodough/status/1991881348332621966)  2025-11-21T14:48Z 41.9K followers, 5704 engagements


"$MDGL Truist XXX Billion of revenue in 2029"  
[X Link](https://x.com/semodough/status/1991902711164686786)  2025-11-21T16:13Z 41.9K followers, 8487 engagements


"$CYTK mizuho $CYTK (OP maintaining PT at $84): 12/26/25 aficamten oHCM PDUFA (attention on potential label differentiation); increased investor focus on ACACIA-HCM (afi nHCM Ph3) 2Q26 expected readout -- setting up to be a major readout for the space in 2026"  
[X Link](https://x.com/semodough/status/1991952823219843211)  2025-11-21T19:32Z 41.9K followers, 9279 engagements


"$CYTK look for aficamten's oHCM potential approval (PDUFA 12/26/2025; for 2026 afis potential launch -- any possible metrics / updates CYTK provides; ACACIA-HCM -- data expected 2Q26 (by our math best estimate potentially April 2026); and any updates on CEDAR-HCM (afi Ph2/3; pediatrics) AMBER- HFpEF (ulacamten Ph2) and/or COMET-HF (omecamtiv; HFrEF)"  
[X Link](https://x.com/semodough/status/1991953106494755276)  2025-11-21T19:33Z 41.9K followers, 9406 engagements


"$CYTK one other nugget from Salim - one best analysts on $CYTK $BBIO Salim has $CYTK XXX Billion of revenue in 2030 jumping to X billion in 2032 - hopefully CEO can execute - $CYTK one of better cardiology assets out there for M&A"  
[X Link](https://x.com/semodough/status/1991954518003876044)  2025-11-21T19:39Z 41.9K followers, 4514 engagements


"$BBIO Cantor Schimmer BUY PT $XXX $BBIO math remains highly compelling with peak potential sales of $2-3B for Attruby $1-2B for encaleret for ADH1 $1B for BBP-418 for LGMD2I/9R and $2B for achondroplasia. So a path here to $8B in peak sales - and even if we're only half-right (or a third) this is still a highly compelling name to own in our view"  
[X Link](https://x.com/semodough/status/1992285439265214824)  2025-11-22T17:33Z 41.9K followers, 20.1K engagements


"$BBIO Jeff Upside Scenario $XXX +113% out with XX page today-deep dive after MGT Dinner: Focused on Attruby's Launch& X Pot'l Approvals in 2026-27 Attruby (oral BID stabilizer) could become a first-line $4B+ pill in ATTR-CM heart disorder (a pot'l $20B TAM) though sales could be larger if real-world efficacy proves differentiated over PFE's tafamidis"  
[X Link](https://x.com/semodough/status/1992775351148200248)  2025-11-24T02:00Z 41.9K followers, 19.2K engagements


"$BBIO 4Billion+ATTRUBY &could have X new rare disease products on market in 2027 including BBP-418 (oral substrate) in LGMD2I/R9 encaleret (oral CasR) in ADH1 and infigratinib in achondroplasia.MGT believes TAM For all three products easily exceeds $1B+ apiece. Accordingly BBIO could have potential to become an exciting topline revenue growth story over 2027beyond. In terms of BBIO's long-term visionmgt noted an aspiration to build next-gen biopharma company (akin to REGN or DNA Genentech)"  
[X Link](https://x.com/semodough/status/1992776403029274998)  2025-11-24T02:04Z 41.9K followers, 7519 engagements


"$IDYA TruisT Idea Generation: MUM Maps the Way for a Determined Precision Oncology Pipeline; Initiate with a Buy $XX PT - valuation of IDYA is anchored by its diverse precision oncology pipeline with daro's development in uveal melanoma as the lead value driver. Daro's ph.II/III PFS readout in 1L metastatic uveal melanoma (MUM) in YE25/1Q26 represents a potential pivotal inflection point as positive results could support accelerated approval and drive a commercial transformation by 2026"  
[X Link](https://x.com/semodough/status/1992929958486810841)  2025-11-24T12:15Z 41.8K followers, 5255 engagements


"$BBIO - correct @JayIKyle Jefferies had investor call today where they mentioned this as about XX% -XX% of $PFE patients on Vyndaqel will be up for grabs in new year - one of many Tailwinds for $BBIO in 2026 market May not realize"  
[X Link](https://x.com/semodough/status/1993003152216670656)  2025-11-24T17:05Z 41.9K followers, 4800 engagements


"$BBIO Bear case at moment seems few are zeroing in on Q4 has X less selling days then last year - okay I believe bulls can live with that on strengthihg Attruby Launch according to $BBIO mgt last week at jefferies"  
[X Link](https://x.com/semodough/status/1993008269926035525)  2025-11-24T17:26Z 41.9K followers, 5143 engagements


"$PRAX HCW PT $XXX First Impressions from Our Biostat Call: KOL Sees No Friction in ESSENTIAL3 Results; Reiterate Buy While he acknowledged that there were some things that gave him pause initially he was "pretty reassured" about all of them given the strength of the sensitivity analyzes that were conducted (both planned and not planned). After the conversation he noted he was "convinced" because even when you "stress test" the system with that full range of sensitivity analyzes the resulting p-values are relatively small. Early feedback from investors who attended the call has been positive"  
[X Link](https://x.com/semodough/status/1993301219633164511)  2025-11-25T12:50Z 41.9K followers, 2758 engagements


"$BBIO Cowen another bullish survey out - especially on 1L use -BiotechnologyATTR-CM Showdown: Attruby & Amvuttra Tag-Team Taf: Tracking Survey X Part 2-ran our 1st of X TTR-CM tracking surveys to gain insight into early adoption rates of both ALNY's Amvuttra and BBIO's Attruby. Part X focuses on trends in 1L/2L and access/compliance while the previous Part X discussed prescribing for Q3/YE25/+3 yrs. This survey captures a small portion of total prescribing but near-term trends suggest a greater 1L share for Attruby and 2L share for Amvuttra"  
[X Link](https://x.com/semodough/status/1993342445115858977)  2025-11-25T15:34Z 41.9K followers, 8148 engagements


"$BBIO By year-end physicians project Attruby &Amvuttra will capture XX% &16% market share respectively while tafamidis holds on to 52%. In three years physicians anticipate tafamidis' share will decline driven by accelerated Attruby (33% share +34%) Amvuttra (24% share +47%) adoption. $PFE $ALNY"  
[X Link](https://x.com/semodough/status/1993342934163292187)  2025-11-25T15:36Z 41.9K followers, 5750 engagements


"$MDGL X million shorts still getting destroyed"  
[X Link](https://x.com/semodough/status/1993498859671371964)  2025-11-26T01:55Z 41.9K followers, 5966 engagements


"$SLNO scripts accelerating with short interest rising another 15%"  
[X Link](https://x.com/semodough/status/1993499450900463994)  2025-11-26T01:58Z 41.8K followers, 7275 engagements


"$KYMR Truist KYMR - KOL checks further encourage belief in STAT6 POC with upcoming Ph1b AD data. PT $XX from $XX - Following KOL checks on STAT6 degrade/KT-621 Ph1b expectations dosing initiation in Ph2b AD trial announced today (near-term) and investor sentiment on KYMR's platform and ability to execute on the pipeline (long-term) maintaining conviction on KYMR shares"  
[X Link](https://x.com/semodough/status/1993657920773378080)  2025-11-26T12:27Z 41.9K followers, 3061 engagements


"$VERA the ones that bought the dip AH last night happy today"  
[X Link](https://x.com/semodough/status/1993701282159493325)  2025-11-26T15:20Z 41.9K followers, 4961 engagements


"$BBIO XX million shorts remaining - I get valuation increased significantly- but also added X more billion dollar drugs to launch. - more data in X months & from what cfo said last week & Cowen survey yesterday ATTRUBY 20-30% peak market share is conservative- numbers still to low for ATTRUBY going into 2026-2027+"  
[X Link](https://x.com/semodough/status/1993728840430989401)  2025-11-26T17:09Z 41.8K followers, 5760 engagements


"$OVID Phase I data of Ovids GABA-AT inhibitor OV329. Data from Phase I healthy volunteers study of OV329 Ovids GABA-aminotransferase (GABA-AT) inhibitor was accepted as a late-breaking poster at the AES meeting. Recall that data from the Phase I trial was presented in October demonstrating superior inhibition of GABA signaling compared to both a placebo control and the first-generation GABA-AT inhibitor vigabatrin. OV329 also had a tolerable safety profile including no treatment-related opthalmic concerns setting up Ovid to advance OV329 into a proposed 8-week Phase II study in FOS"  
[X Link](https://x.com/semodough/status/1994378577609986429)  2025-11-28T12:11Z 41.8K followers, 18.8K engagements


"$OVID WB rate $Ovid shares Outperform based on our net present value calculation of the companys next-generation GABA- AT inhibitor OV329. While shares are trading at a discount to our $XXXX fair-value estimate see Ovids earlier-stage clinical and preclinical assets and potential business development over the coming year as avenues for significant additional upside potential"  
[X Link](https://x.com/semodough/status/1994423933865447744)  2025-11-28T15:11Z 41.8K followers, 11.1K engagements


"$IRON #ASH25 Preview Anemia/ MF Ph2 Interim Spotlighted to Support Ph3 DISC-0974s Ph2 poster at ASH25 will have interim data in N=40-50 nTD/ TD-low/ TD-high MF/ anemia pts with/ without JAKi including momelotinib with 3mo+ follow-up"  
[X Link](https://x.com/semodough/status/1994830723682087044)  2025-11-29T18:08Z 41.9K followers, 3900 engagements


"$XBI upcoming week from WB $JANX Virtual Event to Discuss Updated JANX007 Phase I Data in mCRPC (December X 4:30 p.m. ET) Denali $DNLI $2781 Denali Investor Day: December X (New York City) William Blair KOL Call on mCRC Treatment Landscape (Virtual) KOL Call to Discuss mCRC Treatment Landscape: December X at 12:00 p.m. ET CTAD Clinical Trials on Alzheimer's Disease (CTAD): December 1-4 (San Diego) FLORetina FLORetina Annual Congress: December 4-7 (Florence Italy) #ESMO25 Asia European Society for Medical Oncology (ESMO) Asia: December 5-7 (Singapore) #AES25 American Epilepsy Society (AES):"  
[X Link](https://x.com/semodough/status/1995178050841989193)  2025-11-30T17:08Z 41.9K followers, 7098 engagements


"$PRAX : KOL Highlights Unmet Need in Large Essential Tremor Market Expects 25%-30% of All Patients to be On Ulixacaltamide - Rendering our Estimates Quite Conservative ( OUTPERFORM $XXXXXX PT ) LIFESCI"  
[X Link](https://x.com/semodough/status/1995178440996388936)  2025-11-30T17:09Z 41.9K followers, 9643 engagements


"$IDYA IDEAYA Biosciences Announces IND Clearance for IDE034 a Potential First-in-Class Bispecific B7H3/PTK7 TOP1 ADC Targeting Multiple Solid Tumor Types - Dec X 2025"  
[X Link](https://x.com/semodough/status/1995448235737968771)  2025-12-01T11:01Z 41.9K followers, 8162 engagements


"$PRAX Catalysts PRAX AES Presentations Sat Dec 6: (LBA) "Vormatrigine Rapidly Reduces Seizures in Adults with Treatment-Resistant Epilepsy: Full Results from the RADIANT Study" Sat Dec 6: "Relutrigine Demonstrates Sustained Seizure Reduction with Continued Exposure on Top of Standard of Care: Results from the EMBOLD Open Label Extension" Vormatrigine Ph2/3 POWER X topline YE25/ early 2026 ESSENTIAL3 regulatory update on or before Jan XX 2025"  
[X Link](https://x.com/semodough/status/1995494381348934098)  2025-12-01T14:05Z 41.9K followers, 5806 engagements


"$PTCT catalyst R&D Event Dec X 2025 Votoplam (PTC-518) regulatory update in 4Q25 Quarterly Sephience sales updates"  
[X Link](https://x.com/semodough/status/1995505868457320678)  2025-12-01T14:50Z 41.9K followers, 2796 engagements


"$INSM Mizuho Running in Full Stride; PT to $XXX With Brinsupri at $16B in Sales raise INSM PT to a Street-high $XXX from $XXX following a comprehensive model review and update. Key changes include increased estimates across all INSM's three key assets: Arikayce brensocatib/Brinsupri and TPIP with two notable major changes: (1) following proprietary work with a KOL a significantly improved view of brenso in CRSsNP (for which key data are expected in January) and (2) a new contribution from TPIP in idiopathic pulmonary fibrosis/IPF"  
[X Link](https://x.com/semodough/status/1995507015599132887)  2025-12-01T14:55Z 41.8K followers, 3935 engagements


"$LLY Bofa update model & PT due to orforglipron (oral GLP1) launching earlier than previously forecasted. raise PT on $LLY from $XXX to $1286 which is a 40x P/E multiple (vs 30x previously) on our new higher 2026 EPS est. Two drivers for multiple expansion (1) higher estimates (2) large cap biopharma policy overhang being lifted. Buy rated"  
[X Link](https://x.com/semodough/status/1995597369480499621)  2025-12-01T20:54Z 41.9K followers, 3727 engagements


"@BioStocks Good add for $OVID"  
[X Link](https://x.com/semodough/status/1995833328377925741)  2025-12-02T12:32Z 41.8K followers, 2352 engagements


"$INSM MS Ph2b BiRCH study CRSsNP (early January) Modest upside surpriseMgt. has set the bar for success at an improvement in sinus Total Symptom Score (sTSS) matching the historically approved threshold of XXX point. A homerun scenario would see sTSS improvement meeting BiRCh powering XX% prob. to show a +0.97 point and XX% prob. to show a +1.14 point at an alpha of 0.10"  
[X Link](https://x.com/semodough/status/1995857991057199131)  2025-12-02T14:10Z 41.8K followers, 2938 engagements


"$AZN Baxdrostat New Drug Application accepted under FDA Priority Review in the US for patients with hard-to-control hypertension $MLYS"  
[X Link](https://x.com/semodough/status/1995861646401528028)  2025-12-02T14:24Z 41.9K followers, 7034 engagements


"$BBIO @piper - Attruby strong October- strong November - both naive & first line setting market share both going up - only caution is the fewer selling days in Q4 which was known"  
[X Link](https://x.com/semodough/status/1995895428127076644)  2025-12-02T16:38Z 41.9K followers, 4708 engagements


"$TGTX CEO SUBq trial enrolling well data late next year - nice nugget to hear - & key takeaway today imho"  
[X Link](https://x.com/semodough/status/1995915471493738783)  2025-12-02T17:58Z 41.8K followers, 6739 engagements


"$BBIO Jefferies analyst Andrew Tsai figures the ATTR-CM market is expanding on a trajectory that would enable more than $XX billion in future annual U.S. sales. $BBiO targeting 1/3+ market share"  
[X Link](https://x.com/semodough/status/1995954437412847788)  2025-12-02T20:33Z 41.9K followers, 6177 engagements


"$HROW - Impressive talk at piper today especially first X min on MELT program & then last minute- when asked about future deals & responding in saying they have hands full with MELT program which could provide them with very large marketcap company - $HROW definitely longterm interesting story developing"  
[X Link](https://x.com/semodough/status/1996408738492682571)  2025-12-04T02:38Z 41.9K followers, 13.1K engagements


"$BBIO Overweight PT .$98 Live @ PSC: Takeaways From Our Dinner With BBIO Mgmt PROPEL3 data serve as an important next catalyst for BBIO shares"  
[X Link](https://x.com/semodough/status/1996550435034075221)  2025-12-04T12:01Z 41.8K followers, 3373 engagements


"$CLNN Maxim Positive NfL Data Clears Way for NDA Filing with Largest Dataset for an ALS Filing; Raising PT to $30"  
[X Link](https://x.com/semodough/status/1996565156063854867)  2025-12-04T13:00Z 41.8K followers, 2527 engagements


"@sharkbiotech When is $VIR next data"  
[X Link](https://x.com/semodough/status/1996678071475151048)  2025-12-04T20:28Z 41.9K followers, 1430 engagements


"$PRAX (OUTPERFORM LIFESCI $XXXXXX PT): Two De-risking Milestones Achieved: Positive Ulixacaltamide Pre-NDA Meeting Positive EMBOLD Interim of Relutrigine for SCN2A and SCN8A DEEs Trigger Early Stop for Efficacy"  
[X Link](https://x.com/semodough/status/1996914139575484608)  2025-12-05T12:06Z 41.9K followers, 12.4K engagements


"$PRAX HCW The success of EMBOLD also significantly derisks and accelerates the development of relutrigine in broader DEEs. increased the POS for relutrigine to XX% from XX% and raised the projected peak sales to $2.8B from $760M taking our PT to $XXX up from $258"  
[X Link](https://x.com/semodough/status/1996919839886397687)  2025-12-05T12:29Z 41.9K followers, 10.3K engagements


"$LLY is recruiting in a Ph3 study (NCT07223593) for Efficacy and Safety of Orforglipron in Participants With Peripheral Artery Disease"  
[X Link](https://x.com/semodough/status/1996922858786967842)  2025-12-05T12:41Z 41.9K followers, 3139 engagements


"@jfais20 $APLS 2nd drug under appreciated into 2026 imho"  
[X Link](https://x.com/semodough/status/1996982715443192225)  2025-12-05T16:39Z 41.9K followers, XXX engagements


"$PRAX LIFESCI Calatysts Dec25: Vormatrigine RADIANT full results in FOS and GE at AES25 (12/6/25) 1H26: Vormatrigine POWER1 registrational P2/3 in FOS topline 2H26: Vormatrigine POWER2 registrational P2/3 in FOS enrollment completion 1H26: Vormatrigine POWER3 monotherapy trial initiation Dec'25: Relutrigine interim EMBOLD topline Results at AES'25 (12/6/25) 2H26: Relutrigine EMERALD registrational study in broad DEEs enrollment completion 1H26: Elsunersen for early-seizure-onset SCN2A DEE EMBRAVE Part A P1/2 study topline results Early 2026: file Ulixacaltamide NDA for ET Early 2026: file"  
[X Link](https://x.com/semodough/status/1997043235215352118)  2025-12-05T20:39Z 41.9K followers, 3902 engagements


"$ACLX LR ASH: Anito-cel Continues to Show Best-in-Class Profile; New 2026 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 2026 catalysts for the program that should help keep investors engaged in the story"  
[X Link](https://x.com/semodough/status/1997682411367280828)  2025-12-07T14:59Z 41.9K followers, 4421 engagements


"$TSHA Baird anticipate some investors may be marginally disappointed that Astellas isn't acquiring Taysha we're overall encouraged by this update as regainment of rights allows Taysha to pursue additional deals unencumbered (and streamlines the TSHA-102 modeling). Unsurprised by Astellas decision given their cash balance. note Taysha's $1.46B market cap and Astellas' $1.43B cash-on-hand as of June XX 2025. Given this situation Astellas (ALPMY not covered) may have been unwilling to take on debt to exclusively license TSHA-102 (i.e. fully acquire hence believe the likelihood of the two parties"  
[X Link](https://x.com/semodough/status/1978947681113297285)  2025-10-16T22:14Z 41.9K followers, 6048 engagements


"$ACAD X billion Mcap X billion in sales earning only buck share after being on market many years - highef cost structure - case in point just how much more profitable $TGTX $LQDA $SLNO etc are all ready early in launches"  
[X Link](https://x.com/semodough/status/1986243008262471829)  2025-11-06T01:23Z 41.9K followers, 8075 engagements


"$NMRA next near-term catalysts (i.e. P1b data for NMRA-511 in Alzheimer's disease-related agitation/ADA in 4Q25 and two P3 read-outs for navacaprant in depression in 1H26) represent high-risk/high-reward events"  
[X Link](https://x.com/semodough/status/1988811293193798113)  2025-11-13T03:28Z 41.9K followers, 3243 engagements


"GS $XBI #Biotechs M&A Theme Potpourri $MRK On their call this week following last weeks $9.2bn $CDTX) acquisition announcementsaid they retain significant BD capacity (which GS previously sized at an industry-high $60bn second only to $JNJ) as they continue to assess opportunities across multiple therapeutic areas with the ability to go larger than their bracketed $1-15bn range if desired. expect MRK to remain active in BD"  
[X Link](https://x.com/semodough/status/1992272964847386674)  2025-11-22T16:44Z 41.9K followers, 5960 engagements


"$AZN is one of BofA "25 stocks for 2026"& is on our Europe X list of top ideas. Pipeline FY26 guide & valuation Mid-term guide implies high single digit sales CAGR & supports rerating to c19x 27E P/E. Next 12m for pipe unlock Three key PIIIs in assets with c$20bn peak sales in datopotamab AVANZAR camizestrant SERENA-4 and eplontersen"  
[X Link](https://x.com/semodough/status/1993270170354131133)  2025-11-25T10:46Z 41.9K followers, 6924 engagements


"$LQDA short interest down 8%"  
[X Link](https://x.com/semodough/status/1993500279443197995)  2025-11-26T02:01Z 41.9K followers, 7469 engagements


"$XBI $PRAX $XENE $OVID 2025 American Epilepsy Society (AES) annual meeting will be held December 5-9 in Atlanta. This years iteration of the AES conference will feature the latest innovations in epilepsy research with implications for scientists clinicians investors and other healthcare professionals interested in all aspects of epilepsy"  
[X Link](https://x.com/semodough/status/1994378252660396069)  2025-11-28T12:10Z 41.9K followers, 23.7K engagements


"Truist @JP conference Biotech INVITE: Praxis $PRAX) Group Dinner With Mgmnt San Francisco Monday 1/12@6:30PM - Joon Lee Biotech INVITE: Solid Bio $SLDB) Group Breakfast With Mgmnt San Francisco Wed 1/14 7:30AM PT - Joon Lee Biotech INVITE: Wave $WVE) Group Dinner With Mgmnt San Francisco Tuesday 1/13@6:10PM - Joon Lee"  
[X Link](https://x.com/semodough/status/1995839018781560937)  2025-12-02T12:54Z 41.9K followers, 3718 engagements


"$PRAX $XBI #Biotechs few funds smiling today"  
[X Link](https://x.com/semodough/status/1996959034490904738)  2025-12-05T15:05Z 41.9K followers, 8618 engagements


"$APLS @citi CFO @tsullivan70 gave one of better anecdote you hear on how momentum starts & spreads worth listening at XX min mark"  
[X Link](https://x.com/semodough/status/1996964762714787939)  2025-12-05T15:27Z 41.9K followers, 6734 engagements


"$PTGX $TAK #ASH25"  
[X Link](https://x.com/semodough/status/1997337822907240637)  2025-12-06T16:10Z 41.9K followers, 4043 engagements


"$COGT #ASH25 Bezu showed improvement across all XX symptoms"  
[X Link](https://x.com/semodough/status/1997683252027674804)  2025-12-07T15:02Z 41.9K followers, 10.2K engagements


"$GMAB Cowen expect Darzalex to meet/beat $3.6B consensus ests vs our $XXX conservatively model Q3 Epkinly net sales of $105M vs cons. $124M. Kesimpta should beat. Tepezza likely to be weak. Rybrevant should continue to grow well. Acasunlimab 2L+ NSCLC update on OS by YE25. Nov XX 2025 PDUFA for 2L+ FL and Ph3 1L/2L DLBCL"  
[X Link](https://x.com/semodough/status/1976637016801481084)  2025-10-10T13:12Z 41.9K followers, 2873 engagements


"$BBIO #Infigratinib next key data catalyst early 2026"  
[X Link](https://x.com/semodough/status/1988315828690055321)  2025-11-11T18:40Z 41.9K followers, 4833 engagements


"$VKTX always nice to read Andy Heish comments -commend $VKTX for developing asset at a torrid pace&moving into Phase III trials roughly three years after starting Phase I trial. Furthermorebelieve rapid pace of enrollment is a reflection of enthusiasm for VK2735. While Viking is advancing VK2735 directly to a Phase III program given the unprecedented market opportunity in obesity we believe that the value of VK2735 will ultimately be maximized in the hands of a big pharma which could best navigate the rebate/discount-driven reimbursement landscape. However with the success of LillyDirect we"  
[X Link](https://x.com/semodough/status/1992635072214614495)  2025-11-23T16:43Z 41.9K followers, 28.3K engagements


"WB $BHVN Evidence of Biohavens opakalim Kv7 activity from single-patient compassionate use. will present a poster on a single-patient case study of a child with intractable epilepsy due to Kv7 gene mutation (KCNQ2 developmental and epileptic encephalopathy KCNQ2-DEE) who was successfully transitioned from ezogabine (and other antiepileptics) to opakalim following several unsuccessful attempts in the past to taper ezogabine. Although only a single patient given the childs genotype intractable nature of the childs epilepsy and history of ezogabine treatment the data point provides evidence of"  
[X Link](https://x.com/semodough/status/1994379604031668397)  2025-11-28T12:15Z 41.9K followers, 10.5K engagements


"Cantor Hosting ASH Company & KOL Events $KURA $CRVS Myeloma mCARL AML and SCD (12/7-12/8 @ Orlando)"  
[X Link](https://x.com/semodough/status/1995948882547929185)  2025-12-02T20:11Z 41.9K followers, 8143 engagements


"$APLS @citi launch of Empaveli in C3G and IC-MPGN continues to progress (5% market share after X months) supported/reinforced by recent 52-week data from the Ph3 VALIANT study presented at ASN and published recently in the NEJM"  
[X Link](https://x.com/semodough/status/1996528699727098039)  2025-12-04T10:35Z 41.9K followers, 7231 engagements


"$APLS sentiment change occurred for $APLS after Citi & evercore talks"  
[X Link](https://x.com/semodough/status/1996955517353082899)  2025-12-05T14:51Z 41.9K followers, 10.9K engagements


"Thanks @jfais20 for posting anecdote on $APLS"  
[X Link](https://x.com/semodough/status/1996980405401014371)  2025-12-05T16:30Z 41.9K followers, 2897 engagements


"@Biohazard3737 @ablT315I $PTGX ORAL Hepcidin update coming this month XXX% owned by $PTGX"  
[X Link](https://x.com/semodough/status/1997415390314369194)  2025-12-06T21:18Z 41.9K followers, 1389 engagements


"$APLS results from Phase III VALIANT study of Apellis's Empaveli in C3G and IC-MPGN were published in the New England journal of Medicine. While most of the data has previously been presented at scientific congresses we believe the publication in a prestigious journal provides additional validation of the results and should help raise awareness of the impressive data"  
[X Link](https://x.com/semodough/status/1997417777863512252)  2025-12-06T21:28Z 41.9K followers, 3096 engagements


"$PTGX #Rusfertide Practice Changing -Ph3 VERIFY study data that were presented in July by Dr. Andrew Kuykendall from the Moffitt Cancer Center who highlighted two key takeaways - 1) PV patients have a large symptom burden that remains a constant throughout their lives that often results in increased morbidity and mortality associated with thrombotic events and symptoms; 2) Rusfertide data are practice changing and should be part of standard of care for patients in the near term. Protagonist expects a BLA for rusfertide to be submitted in 4Q2025 that we believe should support 2026 regulatory"  
[X Link](https://x.com/semodough/status/1997449845976531233)  2025-12-06T23:35Z 41.9K followers, 6251 engagements


"$DIS ZOOTOPIA X has just crossed the $800M mark at the global box office"  
[X Link](https://x.com/semodough/status/1997688074206380108)  2025-12-07T15:22Z 41.9K followers, 9360 engagements


"$DYN to Host Investor Conference Call and Webcast to Review Topline Results from Registrational Expansion Cohort (REC) of DELIVER Clinical Trial of Z-Rostudirsen (DYNE-251) in Duchenne Muscular Dystrophy; Tomorrow December X at 8:00 a.m. ET"  
[X Link](https://x.com/semodough/status/1997704477080465408)  2025-12-07T16:27Z 41.9K followers, 5387 engagements


"$OCUL Ocular Therapeutix Announces Plans to Accelerate NDA Submission Timeline for AXPAXLI in Wet AMD Ocular Therapeutix Inc"  
[X Link](https://x.com/semodough/status/1998000761599365327)  2025-12-08T12:04Z 41.9K followers, 6510 engagements


"$PRAX Truist Planned relu NDA submission possibly as early as 1Q26 places relu significantly ahead of bexicaserin in DEE. Also commentaries by PRAX mgmnt on ET at AES during group dinner was incrementally positive. We increase our PoS/penetration for FOS DEE and ET driving our PT to $XXX (from $360) - Joon Lee"  
[X Link](https://x.com/semodough/status/1998005061549461898)  2025-12-08T12:21Z 41.9K followers, 2601 engagements


"$KYMR - X Billion marketcap now and no placebo in trial"  
[X Link](https://x.com/semodough/status/1998041451729768678)  2025-12-08T14:46Z 41.9K followers, 7699 engagements


"If $KYMR XX billion then $NKTR $CRVS to cheap for both having new MOAs and considering at least 1/3 fail dupi"  
[X Link](https://x.com/semodough/status/1998152388520100263)  2025-12-08T22:07Z 41.9K followers, 8315 engagements