#  @siemionowkris Kris Siemionow, MD, PhD Kris Siemionow, MD, PhD posts on X about company, ai, stocks, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1155116161/interactions)  - [--] Week [------] +64% - [--] Month [------] +299% - [--] Months [-------] +133% - [--] Year [-------] +44% ### Mentions: [--] [#](/creator/twitter::1155116161/posts_active)  - [--] Week [--] +14% - [--] Month [--] +102% - [--] Months [---] +146% - [--] Year [---] +31% ### Followers: [-----] [#](/creator/twitter::1155116161/followers)  - [--] Week [-----] +0.99% - [--] Month [-----] +16% - [--] Months [-----] +35% - [--] Year [-----] +52% ### CreatorRank: [---------] [#](/creator/twitter::1155116161/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [currencies](/list/currencies) [celebrities](/list/celebrities) [us election](/list/us-election) [travel destinations](/list/travel-destinations) **Social topic influence** [company](/topic/company), [ai](/topic/ai), [stocks](/topic/stocks), [in the](/topic/in-the), [$medicalgorithmics](/topic/$medicalgorithmics), [this is](/topic/this-is), [ipo](/topic/ipo), [nasdaq](/topic/nasdaq) #1181, [investment](/topic/investment), [money](/topic/money) **Top accounts mentioned or mentioned by** [@nature](/creator/undefined) [@kardiolytics](/creator/undefined) [@nextatv](/creator/undefined) [@dystrogen](/creator/undefined) [@elonmusk](/creator/undefined) [@spectatorindex](/creator/undefined) [@openai](/creator/undefined) [@visegrad24](/creator/undefined) [@marekfanatyk](/creator/undefined) [@nntaleb](/creator/undefined) [@heartflow](/creator/undefined) [@billackman](/creator/undefined) [@liveuamap](/creator/undefined) [@biopharmiq](/creator/undefined) [@unusualwhales](/creator/undefined) [@pitdesi](/creator/undefined) [@bryanjohnson](/creator/undefined) [@mdaorg](/creator/undefined) [@kobeissiletter](/creator/undefined) [@netflix](/creator/undefined) **Top assets mentioned** [Pfizer, Inc. (PFE)](/topic/$pfe) [Eli Lilly and Company (LLY)](/topic/$lly) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Netflix Inc (NFLX)](/topic/$nflx) [Novo-Nordisk (NVO)](/topic/$nvo) [AbbVie Inc (ABBV)](/topic/$abbv) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Measurable Data Token (MDT)](/topic/$mdt) [uniQure N.V. (QURE)](/topic/$qure) [Fartcoin (FARTCOIN)](/topic/fartcoin) [GLP1 (GLP1)](/topic/glp1) [Solana (SOL)](/topic/solana) [UnitedHealth Group (UNH)](/topic/$unh) [GLOBUS MEDICAL INC (GMED)](/topic/$gmed) [Johnson & Johnson (JNJ)](/topic/$jnj) [Cytokinetics Inc. (CYTK)](/topic/$cytk) ### Top Social Posts Top posts by engagements in the last [--] hours "$Medicalgorithmics a portfolio company announces partnership with a European leader in global #cardiac diagnostic services. Medicalgorithmics will provide a comprehensive technology platform for cardiac #arrhythmia diagnosis utilizing its proprietary #artificialintelligence (AI) algorithms" [X Link](https://x.com/siemionowkris/status/1726971767330107649) 2023-11-21T14:32Z [---] followers, [---] engagements "Exciting news and a big milestone @dystrogen Therapeutics announces the approval of their Clinical Trial Application (CTA) to initiate a phase 1/2 clinical trial of DT-DEC01 for the treatment of Duchenne Muscular Dystrophy #duchennemusculardystrophy #dmd #clinicaltrial https://dystrogen.com/wp-content/uploads/2023/12/Dystrogen-Therapeutics-Announces-Approval-of-Clinical-Trial-Application-CTA-to-Initiate-a-Phase-1_2-Clinical-Trial-of-DT-DEC01-for-the-Treatment-of-Duchenne-Muscular-Dystrophy-.pdf" [X Link](https://x.com/anyuser/status/1737527157046362515) 2023-12-20T17:35Z [----] followers, [----] engagements "Winter Wonderland (on a train north of #Zermatt)" [X Link](https://x.com/siemionowkris/status/1743653190430523420) 2024-01-06T15:18Z [---] followers, [---] engagements "Great news today from our portfolio company $Medicalgorithmics (ticker MDG.WSE). As a medical technology company with FDA approved #AI based analytics for #cardiovascular disorders $MDG is set for a groundbreaking [----]. https://www.medicalgorithmics.com/medicalgorithmics-secures-global-software-distribution-contract-with-bittium-biosignals-ltd/ https://www.medicalgorithmics.com/medicalgorithmics-secures-global-software-distribution-contract-with-bittium-biosignals-ltd/" [X Link](https://x.com/siemionowkris/status/1757027930847183038) 2024-02-12T13:04Z [----] followers, [---] engagements "Our portfolio company is transforming science with #robotic automation. The company has developed robotic systems and machine learning based algorithms to allow for autonomous manufacturing monitoring and analytics of #biotechnology and pharmaceutical processes" [X Link](https://x.com/siemionowkris/status/1763978672510210120) 2024-03-02T17:24Z [----] followers, [---] engagements "Lots of activity in the #spine surgery #robotics space where small cos dont want to be left behind the incumbents STRATEGIC PARTNERSHIP WITH [--] MILLION INVESTMENT https://www.spineart.com/us/company/news/spinem-robotics-and-spineart-forge-strategic-partnership-with-e10-million-investment/ https://www.spineart.com/us/company/news/spinem-robotics-and-spineart-forge-strategic-partnership-with-e10-million-investment/" [X Link](https://x.com/siemionowkris/status/1785344995840422205) 2024-04-30T16:26Z [---] followers, [--] engagements "Advancements in cell fusion technology are offering new hope for patients suffering from #sarcopenia and #neuromuscular disorders. By creating chimeric cells through the fusion of young healthy #mitochondria with the patient's own cells scientists are revolutionizing the way we approach these debilitating conditions. This innovative technique not only rejuvenates #aging cells but also restores their energy production capabilities potentially reversing muscle deterioration and improving overall muscle function. The implications of this breakthrough extend beyond just improved mobility; they" [X Link](https://x.com/siemionowkris/status/1796184992076243249) 2024-05-30T14:20Z [----] followers, [---] engagements "At least [--] generic versions of Novo Nordisk's top-selling weight-loss and diabetes drug #semaglutide are being developed in China potentially threatening the Danish pharma's dominance in one of its major target markets according to Reuters https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-braces-generic-challenge-ozempic-wegovy-china-2024-06-05/ https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-braces-generic-challenge-ozempic-wegovy-china-2024-06-05/" [X Link](https://x.com/siemionowkris/status/1801187215726235776) 2024-06-13T09:37Z [----] followers, [--] engagements "#Healthcare M&A transaction value was $50B in Q1 [----] down 34% from $76B in Q1 [----] due in large part to $PFE $44B acquisition of Seagen in Q1 [----]. Deal volume was flat YoY with [--] transactions in Q1 [----] and [--] transactions in Q1 [----]. #Biopharmaceuticals remained the most active sub-sector of Healthcare and represented 34% of deal value and 45% of deal volume in Q1 [----] (vs. 63% of deal value and 21% of deal volume in Q1 2023). #Oncology was the most active therapeutic area with [--] transactions totaling $9B in deal value. Inflammation & #Immunology was the second most active #therapeutic" [X Link](https://x.com/siemionowkris/status/1801187588847313144) 2024-06-13T09:39Z [----] followers, [---] engagements "My [--] year old requesting $NVDA stock. Does that meet the criteria of a bubble" [X Link](https://x.com/siemionowkris/status/1803871747311120892) 2024-06-20T19:25Z [----] followers, [---] engagements "What high mortgage rates (7%) [--] in [--] homes purchased was paid for with cash 👀 https://www.wsj.com/economy/housing/home-prices-hit-a-record-high-4028acf2 https://www.wsj.com/economy/housing/home-prices-hit-a-record-high-4028acf2" [X Link](https://x.com/siemionowkris/status/1804407856780755146) 2024-06-22T06:55Z [----] followers, [--] engagements "$nvda is down %11 since my [--] year old son requested we buy shares My [--] year old requesting $NVDA stock. Does that meet the criteria of a bubble My [--] year old requesting $NVDA stock. Does that meet the criteria of a bubble" [X Link](https://x.com/siemionowkris/status/1805487552985436349) 2024-06-25T06:25Z [----] followers, [---] engagements "Economist most liveable city index ranked Vienna as #1. First US city came in at 23rd place and it was Honolulu which is conveniently located [----] miles from the US mainland. https://www.economist.com/graphic-detail/2024/06/26/the-worlds-most-liveable-cities-in-2024#::text=Vienna%20took%20the%20top%20spotfor%20a%20third%20consecutive%20year https://www.economist.com/graphic-detail/2024/06/26/the-worlds-most-liveable-cities-in-2024#::text=Vienna%20took%20the%20top%20spotfor%20a%20third%20consecutive%20year" [X Link](https://x.com/siemionowkris/status/1806343413702299904) 2024-06-27T15:06Z [----] followers, [--] engagements "Impressive that $META is up 50% YTD and it looks like its flat lining" [X Link](https://x.com/siemionowkris/status/1806683403103727922) 2024-06-28T13:37Z [----] followers, [---] engagements "The same person who is surprised with this ruling was surprised by Bidens debate performance https://www.wsj.com/us-news/law/donald-trump-immunity-supreme-court-ruling-7ce6415b https://www.wsj.com/us-news/law/donald-trump-immunity-supreme-court-ruling-7ce6415b" [X Link](https://x.com/siemionowkris/status/1807830197711823147) 2024-07-01T17:34Z [----] followers, [--] engagements "Citadel and Millenium #hedgefunds versus $QQQ for the first half of [----] posted strong growth https://finance.yahoo.com/news/citadel-millennium-extend-run-returns-120726072.html https://finance.yahoo.com/news/citadel-millennium-extend-run-returns-120726072.html" [X Link](https://x.com/siemionowkris/status/1808224240019075247) 2024-07-02T19:40Z [----] followers, [---] engagements "How would president Biden react in case of an inbound nuclear attack from a leader he confuses with other #NationalSecurity https://www.forbes.com/sites/antoniopequenoiv/2024/07/11/biden-calls-ukraines-zelensky-president-putin-at-nato-event/ https://www.forbes.com/sites/antoniopequenoiv/2024/07/11/biden-calls-ukraines-zelensky-president-putin-at-nato-event/" [X Link](https://x.com/siemionowkris/status/1811761139165905357) 2024-07-12T13:54Z [----] followers, [---] engagements "With the stock market at an all time high black swan strategies come to the forefront The enigmatic quant a protg of Black Swan author Nassim Nicholas Taleb loses money almost every day through a complex strategy that pays off only during very volatile periods. A few calamitiesthe [----] crisis the [----] Flash Crash and the Covid-19 market meltdown in 2020have been enough for a stock investor with a small allocation to his fund to trounce a classically diversified 60/40 stock and bond portfolio Is now the time" [X Link](https://x.com/siemionowkris/status/1814564922472161468) 2024-07-20T07:36Z [----] followers, [--] engagements "Is the bull blind Investors seem to be ignoring a lot. The past year has brought war to the Middle East escalation of the trade conflict between the West and China and on July 13th an attempt to kill the frontrunner in Americas presidential race. But if you look at financial markets youd think nothing was amiss. https://www.economist.com/leaders/2024/07/18/euphoric-markets-are-ignoring-growing-political-risks https://www.economist.com/leaders/2024/07/18/euphoric-markets-are-ignoring-growing-political-risks" [X Link](https://x.com/siemionowkris/status/1814566371289690122) 2024-07-20T07:41Z [----] followers, [--] engagements "High interest rates taking more of a bite (as intended)" [X Link](https://x.com/siemionowkris/status/1814576366941090022) 2024-07-20T08:21Z [----] followers, [--] engagements "In the event of a significant (25%) market correction we will be buying the following [--] companies stock (equal weight) $MSFT Microsoft Corporation $AAPL Apple Inc. $NVDA NVIDIA Corporation $AVGO Broadcom Inc. $ADBE Adobe Inc. $CRM Salesforce Inc. $ORCL Oracle Corporation $QCOM QUALCOMM Incorporated $NFLX Netflix Inc. $Meta Meta Platforms" [X Link](https://x.com/siemionowkris/status/1814613154325839879) 2024-07-20T10:47Z [----] followers, [---] engagements "8 days passed between the attempted assassination on #Trump and #Biden dropping out. Wild times" [X Link](https://x.com/siemionowkris/status/1815640548499128719) 2024-07-23T06:50Z [----] followers, [---] engagements "Perfect example showing that a handful of stocks are responsible for the great majority of appreciation in a large basket of equities. Its why index funds are hard if not impossible to beat over the long run" [X Link](https://x.com/siemionowkris/status/1817477680737951869) 2024-07-28T08:30Z [----] followers, [---] engagements "#Poland is a high trust society. This watch has been waiting for its owner at airport security for [--] minutes now" [X Link](https://x.com/siemionowkris/status/1823315791627829343) 2024-08-13T11:08Z [----] followers, [----] engagements "You know youre in trouble when Italy is beating you in GDP growth" [X Link](https://x.com/siemionowkris/status/1823633708764541349) 2024-08-14T08:12Z [----] followers, [---] engagements "Our portfolio company started testing their spinal endoscopy robotic end effector. The companys initial goal for the end effector is to enable endoscopic spinal decompression and endoscopic disc space preparation. #robotic #surgery #neurosurgery #spine #endoscopy While the end effector is blurred out for IP reasons Robotron plans to start showing it soon http://robotron.tech http://robotron.tech http://robotron.tech http://robotron.tech" [X Link](https://x.com/siemionowkris/status/1823694360946311538) 2024-08-14T12:13Z [----] followers, [---] engagements "#Poland real gdp grew 3.2% in the second quarter making the country a solid leader in the EU over the last [--] years. This is some real #GDP growth" [X Link](https://x.com/anyuser/status/1823696329480040497) 2024-08-14T12:21Z [----] followers, [----] engagements "VP Harris a presidential candidate is proposing price controls as a solution to inflation that the Biden Harris administration created. While I wish this was a satire this disastrous policy if implemented would mostly hurt those its meant to protect- as always https://www.wsj.com/politics/policy/trump-harris-economic-policies-election-2024-850be12amod=mhp https://www.wsj.com/politics/policy/trump-harris-economic-policies-election-2024-850be12amod=mhp" [X Link](https://x.com/siemionowkris/status/1824812213606973734) 2024-08-17T14:15Z [----] followers, [---] engagements "Shockingly canceling student debt does not increase financial literacy. It does however create a precedent where taking on debt does not come with the responsibility of paying it off. https://www.wsj.com/personal-finance/their-student-debt-disappeared-but-their-financial-problems-didnt-65de0834 https://www.wsj.com/personal-finance/their-student-debt-disappeared-but-their-financial-problems-didnt-65de0834" [X Link](https://x.com/siemionowkris/status/1825313497271681079) 2024-08-18T23:27Z [----] followers, [--] engagements "Why the average retiree 401k performs better then a hedge fund manager" [X Link](https://x.com/siemionowkris/status/1825326916959695010) 2024-08-19T00:20Z [----] followers, [---] engagements "since $SBUX stock is at best flat over last [--] years CEO commuting to work via private jet certainly communicates well with shareholders. high fives to the board https://www.cnn.com/2024/08/23/business/starbucks-ceo-brian-niccol-private-jet/index.html https://www.cnn.com/2024/08/23/business/starbucks-ceo-brian-niccol-private-jet/index.html" [X Link](https://x.com/siemionowkris/status/1827059640405782768) 2024-08-23T19:05Z [----] followers, [---] engagements "It hard to believe that the Mild procedure works but @StrykerNS acquisition of Vertos medical is certainly a vote of confidence that it does. And if it does work then it demonstrates how little tissue you need to remove to have a positive clinical outcome in patients with #lumbar stenosis. Makes you wonder. Its definitely a bullish sign for new enabling pain management technologies like #robotics and other image guided energy tech https://www.stryker.com/us/en/about/news/2024/stryker-announces-definitive-agreement-to-acquire-vertos-medical.html https://youtu.be/4iW5dCV3DAY" [X Link](https://x.com/siemionowkris/status/1827332323773165728) 2024-08-24T13:09Z [----] followers, [---] engagements "While Im a big fan of the #Poland economic transformation this chart rather shows the weakness of Japan despite a [--] year head start and many global champions like #Sony and #Toyota" [X Link](https://x.com/siemionowkris/status/1827364501475262784) 2024-08-24T15:17Z [----] followers, [---] engagements "Great news for #Miami @citsecurities gleaming new 54-story glass tower designed by Foster + Partners will include two restaurants a rooftop hotel a public waterfront terrace and perhaps a dock that would enable hotel and restaurant guests to arrive via Biscayne Bay. https://www.wsj.com/real-estate/commercial/ken-griffin-reveals-plans-for-citadels-miami-headquarters-06b4aba6mod=hp_lead_pos9 https://www.wsj.com/real-estate/commercial/ken-griffin-reveals-plans-for-citadels-miami-headquarters-06b4aba6mod=hp_lead_pos9" [X Link](https://x.com/siemionowkris/status/1828129175510683806) 2024-08-26T17:55Z [----] followers, [---] engagements "bad data is bad data not even a merger will cover that up $RXRX" [X Link](https://x.com/siemionowkris/status/1831336787563729121) 2024-09-04T14:21Z [----] followers, [----] engagements "Probably makes sense to read article before commenting. Were not seeing a ton of crypto companies saying they need an office space in Miami said Charnas who worked with Andreessen Horowitz on its original lease. Were seeing more interest from family offices investors and private equity" [X Link](https://x.com/siemionowkris/status/1831337946525339763) 2024-09-04T14:26Z [----] followers, [----] engagements "While on the surface it may appear that $DPZ is some boring brick and mortar business its a tech/software enabled businesses: Dominos Pizza has been a leader in leveraging technology to improve customer experience streamline operations and drive growth. Here are some key software projects and initiatives launched by Domino's Pizza in recent years: [--]. **Domino's AnyWare** - **Overview**: This initiative allows customers to order pizza through various platforms beyond the website and mobile app such as smartwatches smart TVs voice-activated assistants (e.g. Amazon Alexa Google Home) and even" [X Link](https://x.com/siemionowkris/status/1831352975509356774) 2024-09-04T15:25Z [----] followers, [---] engagements "is advancing the future of spine surgery: Our portfolio company is excited to share a sneak peek of our #endoscopic spine surgery robotics platform designed to revolutionize the treatment of low back pain and #radiculopathy. The 3mm x 6mm end effector is equipped with a #camera #laser fiber suction/irrigation multiple #sensors and is part of a larger #AI-enabled platform. This innovative technology aims to provide a minimally invasive solution for patients suffering from ligamentum flavum overgrowth and spinal stenosis. But that's not all - the platform is designed to be modular and" [X Link](https://x.com/siemionowkris/status/1831371091048063175) 2024-09-04T16:37Z [----] followers, [---] engagements "$PRME Prime Medicine is a perfect example of a #VC built company unloading onto retail investors. Back in the day companies needed solid Phase [--] data to #IPO. More recently this proof of efficacy was exchanged for proof of faith. Essentially the junk #bond equivalent of the highly confident letter. That being said financing biotech is good for society however in this case - at the expense of retail" [X Link](https://x.com/siemionowkris/status/1831676400769564769) 2024-09-05T12:50Z [----] followers, [---] engagements "@FierceMedTech FYI - the merger will not improve their clinical data $rxrx" [X Link](https://x.com/siemionowkris/status/1831694695837122573) 2024-09-05T14:03Z [----] followers, [--] engagements "Looks like there is restored optimism for #biotech #IPO debuts and looks like $180M is the magic number. Bicara expects $182 million in net proceeds while #autoimmune biotech Zenas is eyeing $180.7 million" [X Link](https://x.com/siemionowkris/status/1832487264640749907) 2024-09-07T18:33Z [----] followers, [---] engagements "$OSTGX may have beat the Russell2000 but failed miserably short of matching the #QQQ. why does anyone buy these funds "Osterweis posted a 13.2% 10-year annualized return through June". thats before the 1.1% fee. In comparison -over the last [--] years QQQ (Invesco QQQ Trust) has delivered an impressive annualized return of 18.65%. Fee 0.2% https://www.forbes.com/sites/hanktucker/2024/09/07/this-veteran-stock-picker-beats-the-market-following-these-strict-rules/ https://www.forbes.com/sites/hanktucker/2024/09/07/this-veteran-stock-picker-beats-the-market-following-these-strict-rules/" [X Link](https://x.com/siemionowkris/status/1832494356466692533) 2024-09-07T19:01Z [----] followers, [---] engagements "10 years ago who could have imagined a main British newspaper saying this about the #financial prowess of #Poland: The UK spends a lot of time worrying about the competition from Germany and France but in reality we may well be looking in the wrong place. The next wave of corporate takeovers is more likely to come from Poland because increasingly thats where the money is" writes the newspaper https://www.telegraph.co.uk/business/2024/09/08/london-watch-out-wave-polish-takeovers-thomas-cook/ https://www.telegraph.co.uk/business/2024/09/08/london-watch-out-wave-polish-takeovers-thomas-cook/" [X Link](https://x.com/siemionowkris/status/1833125426077532500) 2024-09-09T12:48Z [----] followers, [---] engagements "A real #Greek tragedy. The only way for Greece to remain competitive is to pay its people less" [X Link](https://x.com/siemionowkris/status/1834196442098921854) 2024-09-12T11:44Z [----] followers, [--] engagements "I ask @OpenAI new model #O1 to provide me with a white paper for an endoscopic spine surgery robot. Its an esoteric topic. O1 provided a mix of nonsensical answers (like use robot for scoliosis or screw placement you do not) while leaving out key go to market strategies (like engaging KOLs). Investment bankers can sleep well tonight for now" [X Link](https://x.com/siemionowkris/status/1834360581278576928) 2024-09-12T22:36Z [----] followers, [---] engagements "Deregulation would do a lot to spur growth. Simply modifying #GDPR would result in significant boost to small and medium enterprises Decreased investments Between May [----] and April [----] the number of monthly venture deals in the EU fell by 26.1% and the average amount raised per deal decreased by 33.8%. This decline was more pronounced for foreign investors. Reduced profits and sales Companies targeting EU markets have seen profits decrease by 8% and sales decrease by 2% on average" [X Link](https://x.com/siemionowkris/status/1835394570936258829) 2024-09-15T19:05Z [----] followers, [---] engagements "If you did not invest in these trendy companies pre-IPO you should be buying index funds and not hot stocks" [X Link](https://x.com/siemionowkris/status/1835663330016469443) 2024-09-16T12:53Z [----] followers, [--] engagements "An end of an era. $AMZN" [X Link](https://x.com/siemionowkris/status/1836028834858095097) 2024-09-17T13:06Z [----] followers, [--] engagements "Always wonder what outgoing CEO thinks when he sees this. $NKE Creating shareholder value by resigning" [X Link](https://x.com/siemionowkris/status/1836899219581587731) 2024-09-19T22:44Z [----] followers, [---] engagements "After seeing this chart it has to be embarrassing to loose any money in the US #stock market" [X Link](https://x.com/siemionowkris/status/1837123930617786611) 2024-09-20T13:37Z [----] followers, [--] engagements "Luxembourg size homeless population in USA. Probably underestimated" [X Link](https://x.com/siemionowkris/status/1837475453008806195) 2024-09-21T12:54Z [----] followers, [--] engagements "What happens to $SPX in the year following an #interest rate cut" [X Link](https://x.com/siemionowkris/status/1838368345923428697) 2024-09-24T00:02Z [----] followers, [---] engagements "Here is another one. CEO resigns stock up. $MASI" [X Link](https://x.com/siemionowkris/status/1838945607454453860) 2024-09-25T14:16Z [----] followers, [---] engagements "$aapl No its $meta" [X Link](https://x.com/siemionowkris/status/1839026965832991134) 2024-09-25T19:39Z [----] followers, [---] engagements "#EU regulation working as designed preventing access to #llama models. Good luck to you Europe.#AI #LLM" [X Link](https://x.com/siemionowkris/status/1839649195067666452) 2024-09-27T12:52Z [----] followers, [---] engagements "Chinese stocks roaring back $MCHI up 18% for the week as the stimulus spigot is opened wide" [X Link](https://x.com/siemionowkris/status/1839771517426573462) 2024-09-27T20:58Z [----] followers, [---] engagements "Vice presidential debate summary: Americans shocked to see an intelligent person in office" [X Link](https://x.com/siemionowkris/status/1841453971648528854) 2024-10-02T12:23Z [----] followers, [--] engagements "@unusual_whales They must have watched Designated Survivor" [X Link](https://x.com/siemionowkris/status/1842214188258881974) 2024-10-04T14:44Z [----] followers, [---] engagements "Amazing how volatile the euphoriameter is relative to S&P500 $spx" [X Link](https://x.com/siemionowkris/status/1843034855334203836) 2024-10-06T21:05Z [----] followers, [---] engagements "Are they still smiling #German delegation reaction to President #Trump at the UN in [----] saying they're on track to become totally dependent on #Russian oil:" [X Link](https://x.com/siemionowkris/status/1844011841598697542) 2024-10-09T13:47Z [----] followers, [--] engagements "You can also make an argument that $PFE is overvalued compared to its peers and future pipeline potential" [X Link](https://x.com/siemionowkris/status/1844176429992522067) 2024-10-10T00:41Z [----] followers, [---] engagements "This happens a day after The California Coastal Commission rejected the Air Force's plan to allow @SpaceX to launch up to [--] rockets annually from Vandenberg citing @elonmusk political posts on X. Now thats how you respond Mechazilla has caught the Super Heavy booster https://t.co/6R5YatSVJX Mechazilla has caught the Super Heavy booster https://t.co/6R5YatSVJX" [X Link](https://x.com/siemionowkris/status/1845469842054258836) 2024-10-13T14:21Z [----] followers, [--] engagements "Best of #EU tech compared to #USA" [X Link](https://x.com/siemionowkris/status/1845988935362654306) 2024-10-15T00:43Z [----] followers, [---] engagements "Today our portfolio company $Medicalgorithmics announced CE mark for revolutionary Virtual Cardiac Stress Test (VCAST) an AI-driven tool for the diagnosis of #coronary artery disease. It utilizes advanced algorithms to analyze data from CT scans providing non-invasive and detailed insights into coronary blood flow and the hemodynamic significance of #arterial stenosis (narrowing). VCAST offers a safer and more accessible alternative to traditional invasive diagnostic methods like Fractional Flow Reserve (FFR) which typically involves inserting a pressure wire into coronary arteries. The" [X Link](https://x.com/anyuser/status/1846902597573029906) 2024-10-17T13:14Z [----] followers, [----] engagements "Despite loosing 35% of shareholders value over last [--] years (down 10% over last [--] years vs 96% increase of $SP500) Karen Lynch still got $21M per year $CVS. https://www.wsj.com/health/healthcare/cvs-names-david-joyner-as-new-chief-executive-a0a73b27mod=hp_lead_pos2 https://www.wsj.com/health/healthcare/cvs-names-david-joyner-as-new-chief-executive-a0a73b27mod=hp_lead_pos2" [X Link](https://x.com/siemionowkris/status/1847322054711816700) 2024-10-18T17:01Z [----] followers, [---] engagements "A great article about how an electrostatic motor invented by Benjamin Franklin in [----] is getting a second life at Rockwell Automation (developed by C Motive technologies). An American story from start to finish. https://www.wsj.com/business/autos/electric-motors-are-about-to-get-a-major-upgrade-thanks-to-benjamin-franklin-e96f339dmod=mhp https://www.wsj.com/business/autos/electric-motors-are-about-to-get-a-major-upgrade-thanks-to-benjamin-franklin-e96f339dmod=mhp" [X Link](https://x.com/siemionowkris/status/1847739422202352113) 2024-10-19T20:39Z [----] followers, [--] engagements "Four years ago every #biotech investor believed gene editing was the holy Grail. preclinical startups reached multi billion dollar valuations. Those valuations experienced a reality check while their shareholders lost 50%. it turned out that the holy grail ended up being #GLP1. And it was sitting inside of a big box pharma company $LLY (up 1000%)" [X Link](https://x.com/siemionowkris/status/1848028372095442963) 2024-10-20T15:47Z [----] followers, [---] engagements "@r1chs0n @TihoBrkan Based on the graph you provided cash position appears to be 50% higher then last [--] year average" [X Link](https://x.com/siemionowkris/status/1852874504491479173) 2024-11-03T00:44Z [----] followers, [---] engagements "Average Americans appear to not like communism" [X Link](https://x.com/siemionowkris/status/1854143854804341077) 2024-11-06T12:48Z [----] followers, 11.4K engagements "Polling is difficult. Trump beat Selzer poll by 11% which by statistical standards means poll numbers might as well have been pulled from a hat" [X Link](https://x.com/siemionowkris/status/1854302527094731109) 2024-11-06T23:19Z [----] followers, [--] engagements "@spectatorindex And its been less then [--] hrs since election" [X Link](https://x.com/anyuser/status/1855021422730461327) 2024-11-08T22:55Z [----] followers, 23.7K engagements "@RyanMarino Fluoride accumulates in the body over time. Your comment relates to one time exposure from drinking water which is factually correct but appears to mislead about the accumulation of fluoride in the body over say [--] or more decades" [X Link](https://x.com/siemionowkris/status/1855349168681947539) 2024-11-09T20:38Z [----] followers, [--] engagements "@visegrad24 Sweden needs Trump. EU politicians do not have what it takes to protect their citizens" [X Link](https://x.com/siemionowkris/status/1855692264988963049) 2024-11-10T19:21Z [----] followers, [--] engagements "Our portfolio company is developing the future of autonomous pharmaceutical production and drug discovery #pharma #biotechnology #autonomous #robotics #cdmo http://Labtronic.tech http://Labtronic.tech" [X Link](https://x.com/siemionowkris/status/1857449143486009391) 2024-11-15T15:42Z [----] followers, [---] engagements "@nntaleb Can you buy oil with PPP" [X Link](https://x.com/siemionowkris/status/1868075824517386261) 2024-12-14T23:29Z [----] followers, [----] engagements "What is the technology advantage of $BTC over $Fartcoin" [X Link](https://x.com/siemionowkris/status/1870123665754337712) 2024-12-20T15:06Z [----] followers, [--] engagements "@pitdesi Docusign is a verb when it comes to executing agreements. Thats hard to go up against" [X Link](https://x.com/siemionowkris/status/1870150344103100636) 2024-12-20T16:52Z [----] followers, [---] engagements "@MartinShkreli While likely true you are buying the whole $ibm legacy business with that stock and that is not awesome" [X Link](https://x.com/siemionowkris/status/1871312644579397865) 2024-12-23T21:51Z [----] followers, [----] engagements "@realDonaldTrump The Panama Canal is a critical maritime chokepoint essential for global trade and U.S. economic security. However the absence of a U.S. military presence (United States maintained a significant military presence in the Panama Canal Zone before its withdrawal in 1999) leaves the region vulnerable to geopolitical threats including growing Chinese influence and potential disruptions to this vital passage. Restoring a U.S. military presence would bolster canal security protect trade routes and reinforce regional stability" [X Link](https://x.com/siemionowkris/status/1871693558060589428) 2024-12-24T23:04Z [----] followers, [--] engagements "@elonmusk @MarioNawfal Super talented and super motivated will sooner then later want to start their own companies further exacerbating the shortage" [X Link](https://x.com/siemionowkris/status/1872077060199641275) 2024-12-26T00:28Z [----] followers, [---] engagements "@QuantumDom Hence the deficit :)" [X Link](https://x.com/siemionowkris/status/1873024764819963974) 2024-12-28T15:14Z [----] followers, [--] engagements "Suspicion of rare #eye condition from #Ozempic use in Danish study. This rare condition affects the small blood vessels at the front of the optic #nerve potentially leading to sudden vision loss and visual field defects. #glp1 https://laegemiddelstyrelsen.dk/en/news/2024/suspicion-of-rare-eye-condition-from-ozempic-use-to-be-investigated-further/ https://laegemiddelstyrelsen.dk/en/news/2024/suspicion-of-rare-eye-condition-from-ozempic-use-to-be-investigated-further/" [X Link](https://x.com/siemionowkris/status/1873415638120579148) 2024-12-29T17:07Z [----] followers, [---] engagements "Our portfolio company $Medicalgorithmics reflects on [----] as a year of significant accomplishments and growth. Heres a year-in-review summary of the milestones achieved: #Cardiology" [X Link](https://x.com/siemionowkris/status/1873748685185769483) 2024-12-30T15:11Z [----] followers, [---] engagements "is our portfolio company focusing on #autonomous #laboratory solutions for #lifesciences The company released its latest motherboard for the LabONE robot. The new electronic system will enable precise control of the #robot support an additional rotational axis enhance system #diagnostics for greater reliability and introduce a tool-changing system. The solution is now ready for implementation and integration with the rest of the system. Stay tuned for more updates on our progress http://Labtronic.tech http://Labtronic.tech http://Labtronic.tech http://Labtronic.tech" [X Link](https://x.com/siemionowkris/status/1873802419190026498) 2024-12-30T18:44Z [----] followers, [---] engagements "@VEGA_n1 While I have no position in either $beam will be joining $edit in terms of performance. Only people making money is management" [X Link](https://x.com/siemionowkris/status/1874101076678570387) 2024-12-31T14:31Z [----] followers, [---] engagements "@borrowed_ideas And how much did they spend on GLP1" [X Link](https://x.com/siemionowkris/status/1874549743583633857) 2025-01-01T20:14Z [----] followers, [---] engagements "In honor of @bryan_johnson #Netflix had to buy some DONTDIE meme coin on $Solana #SOL #solana" [X Link](https://x.com/siemionowkris/status/1874619245134516381) 2025-01-02T00:50Z [----] followers, [--] engagements "In honor of @bryan_johnson #Netflix had to buy some $DONTDIE meme coin on $Solana #SOL #solana" [X Link](https://x.com/siemionowkris/status/1874622523691946293) 2025-01-02T01:03Z [----] followers, [---] engagements "Neumora stock $NMRA down 80% in premarket trading as company reports data from KOASTAL-1 Study of Navacaprant in Major Depressive Study did not demonstrate statistically significant improvement on primary endpoint of reduction in depressive symptoms as measured by MADRS total score compared to placebo https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-reports-data-koastal-1-study-navacaprant/ https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-reports-data-koastal-1-study-navacaprant/" [X Link](https://x.com/siemionowkris/status/1874815004412653944) 2025-01-02T13:48Z [----] followers, [---] engagements "Where is the data suggesting that having a specialist investor is correlated with a positive outcome for new investors While most of the time the specialist is on board because of a their pre-ipo investment in the said biotech I do agree that if the specialist comes in post ipo this could be a bullish signal" [X Link](https://x.com/siemionowkris/status/1875541083041493353) 2025-01-04T13:53Z [----] followers, [---] engagements "@nntaleb Curious how cheap humanoid robots may impact this dynamic" [X Link](https://x.com/anyuser/status/1876257518072303642) 2025-01-06T13:20Z [----] followers, [----] engagements "Excited to share that our portfolio company @Dystrogen Therapeutics abstract Safety and Efficacy of DTDEC01 Therapy in Non-Ambulatory #Duchenne Muscular Dystrophy Patients up to [--] Months after Systemic Administration has been selected for an Oral Presentation at the [----] @MDAorg Muscular Dystrophy Association Clinical & Scientific Conference. #neuromuscular #celltherapy #medicine #JPM2025 Our abstract [--] - [--] https://t.co/nGeSQUm128 Our abstract [--] - [--] https://t.co/nGeSQUm128" [X Link](https://x.com/siemionowkris/status/1878823026512330982) 2025-01-13T15:14Z [----] followers, [---] engagements "@spectatorindex The power of inflation" [X Link](https://x.com/siemionowkris/status/1879940094251134993) 2025-01-16T17:13Z [----] followers, [----] engagements "@JeffBezos @elonmusk Team Space USA" [X Link](https://x.com/siemionowkris/status/1879968447616151778) 2025-01-16T19:06Z [----] followers, [--] engagements "$5800 and once for these gallstones. Yes gallstones. One of the most prized ingredients in traditional Chinese medicine cattle gallstones have become so valuable that traders are willing to pay as much as $5800 an ouncetwice the price of goldfor the nuggets of hardened bile. https://www.wsj.com/world/americas/cattle-gallstones-chinese-traditional-medicine-c12d6d78mod=mhp https://www.wsj.com/world/americas/cattle-gallstones-chinese-traditional-medicine-c12d6d78mod=mhp" [X Link](https://x.com/siemionowkris/status/1881370474694996143) 2025-01-20T15:57Z [----] followers, [---] engagements "Chinese traditional medicine is now a $60 billion-a-year industry according to the World Health Organization" [X Link](https://x.com/siemionowkris/status/1881371123939782742) 2025-01-20T16:00Z [----] followers, [--] engagements "@NewsHour Time to cut funding here @DOGE" [X Link](https://x.com/siemionowkris/status/1881491697026437233) 2025-01-20T23:59Z [----] followers, [--] engagements "The headline speaks for itself: a major milestone for our portfolio company $Medicalgorithmics with a contract worth 46M PLN ($11.5M). But this is just the beginning. The United States presents even greater opportunities for growth. Analysis of Medicare payment data reveals over [---] Independent Diagnostic Testing Facilities (IDTFs) generating significant revenue from #EKG analysis. These facilities could greatly enhance their efficiency and diagnostic yield with Medicalgorithmics innovative software solutions. Exciting times ahead #cardiology #rhythym #electrophysiology #AI" [X Link](https://x.com/anyuser/status/1882754616988664256) 2025-01-24T11:37Z [----] followers, [----] engagements "@elonmusk Selling $nvidia in [----] tells you all you need to know about the Vision" [X Link](https://x.com/siemionowkris/status/1889770004117065914) 2025-02-12T20:14Z [----] followers, [--] engagements "I was disappointed to see $Fartcoin did not make the US strategic reserve. https://www.wsj.com/finance/currencies/crypto-prices-jump-after-trump-announces-five-tokens-for-strategic-reserve-636f31d7 https://www.wsj.com/finance/currencies/crypto-prices-jump-after-trump-announces-five-tokens-for-strategic-reserve-636f31d7" [X Link](https://x.com/siemionowkris/status/1896324048243556355) 2025-03-02T22:17Z [----] followers, [--] engagements "@FT 95% of these fund managers cannot beat an index fund" [X Link](https://x.com/siemionowkris/status/1897777290475458925) 2025-03-06T22:32Z [----] followers, [----] engagements "FDA Announces Plan to Phase Out Animal Testing Requirement for Monoclonal Antibodies and Other Drugs FDA https://www.fda.gov/news-events/press-announcements/fda-announces-plan-phase-out-animal-testing-requirement-monoclonal-antibodies-and-other-drugs https://www.fda.gov/news-events/press-announcements/fda-announces-plan-phase-out-animal-testing-requirement-monoclonal-antibodies-and-other-drugs" [X Link](https://x.com/siemionowkris/status/1910463525539241991) 2025-04-10T22:42Z [----] followers, [---] engagements "Bad news for Charles River Labs" [X Link](https://x.com/siemionowkris/status/1910481345735774692) 2025-04-10T23:53Z [----] followers, [---] engagements "Zimmer Biomet ceo total compensation increased 47% while shareholder lost 27% over last [--] years. Clearly not aligned" [X Link](https://x.com/siemionowkris/status/1912262198824489283) 2025-04-15T21:50Z [----] followers, [---] engagements "@KobeissiLetter This would imply that Huawei chips are equivalent which means NVidia would have lost market share regardless of trade export restriction" [X Link](https://x.com/anyuser/status/1914282668402897357) 2025-04-21T11:38Z [----] followers, [----] engagements "We are swamped. We are running [--] hours a day seven days a week in both Chicago and Cleveland said Jack Schron president of Jergens Inc. which makes manufacturing tools including industrial screwdrivers clamps and hoists. https://www.wsj.com/economy/trade/trumps-tariffs-are-lifting-some-u-s-manufacturers-06b4c6e1 https://www.wsj.com/economy/trade/trumps-tariffs-are-lifting-some-u-s-manufacturers-06b4c6e1" [X Link](https://x.com/siemionowkris/status/1919073347742126399) 2025-05-04T16:55Z [----] followers, [---] engagements "$ZBH (ZimmerBiomet) stock now down for 1yr 2yr 5yr and 10yr which is actually difficult to do when you are a profitable orthopedic powerhouse. New ceo came in over two years ago and contributed to 34% loss in market cap. If this continues at some point they will become an acquisition target" [X Link](https://x.com/siemionowkris/status/1919738195228377592) 2025-05-06T12:57Z [----] followers, [---] engagements "$SRPT if one government post has this much impact on your survival something is wrong with your business model" [X Link](https://x.com/anyuser/status/1919806037315514477) 2025-05-06T17:26Z [----] followers, [----] engagements "$PFE is down 22% for 1yr 40% at 2yrs 38% at 5yrs and 31% at 10yrs. What is the argument for NOT replacing the CEO would a different CEO lose more shareholder value then @AlbertBourla" [X Link](https://x.com/siemionowkris/status/1922715341966200858) 2025-05-14T18:07Z [----] followers, [---] engagements "This NEJM study is the final nail in the coffin of Novo Nordisk stock. Given the choice there is no reason to take Ozempic for weight loss. $nvo" [X Link](https://x.com/siemionowkris/status/1922734370533638425) 2025-05-14T19:22Z [----] followers, [---] engagements "$UNH If your loved one was in a nursing home and their condition worsened to the point that a doctor recommended hospital transfer for advanced carebut UnitedHealth blocked it to save moneythats not just cost-cutting. Thats putting profits over your loved ones health. it be very difficult to justify "buying the dip" https://www.theguardian.com/us-news/2025/may/21/unitedhealth-nursing-homes-payments-hospital-transfers https://www.theguardian.com/us-news/2025/may/21/unitedhealth-nursing-homes-payments-hospital-transfers" [X Link](https://x.com/siemionowkris/status/1925216644676145352) 2025-05-21T15:46Z [----] followers, [---] engagements "Always fascinating to read about large money managers like Marshall Wace whose fund out perform other industry titans in the case Citadel but still fell short of an index fund like $qqq which returned 25% in [----]. Simply brilliant for being able to collect those fees It manages more than $70 billion and bested the performance of leviathans including Ken Griffins Citadel and Steve CohensPoint72 last year delivering a 22.7% return in the firms hallmark fund that uses the algorithms all with a staff a fraction of the size." [X Link](https://x.com/siemionowkris/status/1928557295207854093) 2025-05-30T21:01Z [----] followers, [---] engagements "Why do we still use people to interpret critical #medical data $Medicalgorithmics DeepRhythmAIthe #FDA-approved AI algorithm that reads ambulatory ECGs with [--] fewer missed critical arrhythmias than expert humans 🫀#Medicalgorithmics is working on deploying a fully autonomous solution for #ekg signal monitoring ✅ 98.6% sensitivity vs 80.3% ✅ Just [---] vs [----] false negatives per [----] pts ✅ 99.9% NPVsafe for direct-to-physician use ✅ Empowers faster cheaper cardiac care 🌍🔬 A gamechanger in #CardiologyAIboosts accuracy reduces workload improves access. Read the full paper: Nature Med Feb 10" [X Link](https://x.com/siemionowkris/status/1932425502884614435) 2025-06-10T13:11Z [----] followers, [---] engagements "$srpt - looks like you will need a strong immunosuppressive regimen to be a non ambulatory DMD candidate for Elevidys - which by itself carries significant morbidity. FDA surely to react to this tragic news of second patient death" [X Link](https://x.com/siemionowkris/status/1934203838359130463) 2025-06-15T10:58Z [----] followers, [----] engagements "@pitdesi Best investments for US based dollar earners have been stocks denominated in European currencies like Polish Zloty Swedish Krona Swiss Frank and of course the Euro" [X Link](https://x.com/siemionowkris/status/1939595560601928010) 2025-06-30T08:03Z [----] followers, [---] engagements "@MSollender Saving lives" [X Link](https://x.com/siemionowkris/status/1944718385830670703) 2025-07-14T11:19Z [----] followers, [---] engagements "🫀 @Heartflow IPO Sizing Up the Opportunity HeartFlow a pioneer in non-invasive coronary artery disease (CAD) diagnosis using AI-based CT imaging officially filed for an IPO under ticker HTFL. The company plans to raise $100 million on Nasdaq primarily to pay down debt expand commercialization efforts and enhance R&D . Financials are impressive: $125.8 million in annual revenue for [----] (up 44% YoY) Q1 [----] revenue of $37.2 million growing 39% year-over-year However losses persist: Q1 [----] net loss of $32.3 million Market opportunity HeartFlow estimates a $5 billion+ U.S. addressable" [X Link](https://x.com/anyuser/status/1948278269549203945) 2025-07-24T07:05Z [----] followers, [----] engagements "Warren taking the plunge into heavily regulated business under significant recent scrutiny should we follow🤔 $UNH https://www.cnbc.com/2025/08/14/warren-buffetts-berkshire-hathaway-unh.html https://www.cnbc.com/2025/08/14/warren-buffetts-berkshire-hathaway-unh.html" [X Link](https://x.com/siemionowkris/status/1956100364538618324) 2025-08-14T21:07Z [----] followers, [---] engagements "Nothing captures #Polands transformation better than todays debates: not whether to build high-speed rail but whether trains should run [---] or [---] km/h. First-class problems that were unthinkable a decade ago" [X Link](https://x.com/siemionowkris/status/1961797743237537927) 2025-08-30T14:26Z [----] followers, [---] engagements "The U.S. added [------] fewer jobs over the [--] months that ended in March Sheesh I remember when they said you couldnt trust Chinese financial data https://www.wsj.com/economy/jobs/us-job-growth-revision-a9777d98mod=mhp https://www.wsj.com/economy/jobs/us-job-growth-revision-a9777d98mod=mhp" [X Link](https://x.com/siemionowkris/status/1965511169197883404) 2025-09-09T20:22Z [----] followers, [---] engagements "Sell the news of the #Fed rate cut kinda day" [X Link](https://x.com/siemionowkris/status/1968388562170298401) 2025-09-17T18:56Z [----] followers, [---] engagements "Looks exciting on the surface but Im very skeptical that this will result in a commercially viable product in the next decade. Still do like $SYK https://www.medtechdive.com/news/Stryker-Siemens-Healthineers-partner-neurovascular-robotics/760382/ https://www.medtechdive.com/news/Stryker-Siemens-Healthineers-partner-neurovascular-robotics/760382/" [X Link](https://x.com/siemionowkris/status/1968421989087162647) 2025-09-17T21:09Z [----] followers, [---] engagements "The U.S. needs to move fast to ease regulatory bottlenecks and create an incentive for robotics research and development. Market competition with Chinese suppliers could strengthen American firmsbut only if U.S. companies have freedom to experiment and iterate. #robot #ai https://www.wsj.com/opinion/china-is-winning-the-race-for-intelligent-robots-7b2416fe https://www.wsj.com/opinion/china-is-winning-the-race-for-intelligent-robots-7b2416fe" [X Link](https://x.com/siemionowkris/status/1973535455640461322) 2025-10-01T23:48Z [----] followers, [---] engagements "For those that have teenagers at home you can witness first hand what rapid adoption looks like #SORA by @OpenAI Very bullish for #aibubble" [X Link](https://x.com/siemionowkris/status/1977082782427103559) 2025-10-11T18:44Z [----] followers, [--] engagements "For those that have teenagers at home you can witness first hand what rapid adoption of AI Slop looks like #SORA by @OpenAI Very bullish for #aibubble" [X Link](https://x.com/siemionowkris/status/1977089234638184721) 2025-10-11T19:09Z [----] followers, [---] engagements "There is a larger shift back to vocational education in the U.S. fueled by a desire among educators to get students started sooner on career paths that interest them while many students have grown skeptical of pricey college degrees. This approach has worked well in Germany for example https://www.wsj.com/us-news/education/healthcare-jobs-high-school-bb8dd013 https://www.wsj.com/us-news/education/healthcare-jobs-high-school-bb8dd013" [X Link](https://x.com/siemionowkris/status/1977370775029006769) 2025-10-12T13:48Z [----] followers, [---] engagements "Looks like $BTC will be back to over 120k by end of the week with QQQ soaring back to ATH now that it appears Trump/Xi rare earth spat was based on a misunderstanding" [X Link](https://x.com/siemionowkris/status/1977398659298762896) 2025-10-12T15:39Z [----] followers, [---] engagements "My kind of Black Monday 🤣 #DowJones #SP500 #Nasdaq" [X Link](https://x.com/siemionowkris/status/1977731803742982551) 2025-10-13T13:43Z [----] followers, [---] engagements "How it started. How its going $nflx @netflix" [X Link](https://x.com/siemionowkris/status/1516772361021841410) 2022-04-20T13:34Z [----] followers, [--] engagements "Top publicly traded companies doing more [------] patient monitoring sessions annually (in no particular order): $MDG Medicalgorithmics SA - we have a position $IRTC iRhythm Technologies Inc $PHG Koninklijke Philips NV $BSX Boston Scientific Corporation $BAX Baxter International Inc (Recently acquired Bardy) All companies should benefit from increased prevalence of cardiac arrhythmias as a result of an aging population and post covid cardiac complications" [X Link](https://x.com/siemionowkris/status/1662073667398803457) 2023-05-26T12:30Z [----] followers, [----] engagements "Our team at Medicalgorithmics a Biofund portfolio company is developing next generation predictive analytics technologies in both cardiac monitoring and image analysis. $MDG software converts data information. A great example of this is the ability to predict atrial fibrillation and recurrence of stroke from wearable ECG signals or coronary artery stenosis (ie heart attack risk) from cardiac CT scans. The Global Cardiovascular Digital Solutions Market size is expected to reach $128.1 billion by [----] rising at a market growth of 4.8% CAGR Visit: https://www.medicalgorithmics.com" [X Link](https://x.com/siemionowkris/status/1667227759146311682) 2023-06-09T17:50Z [----] followers, [---] engagements "$MDG Medicalgorithmics 👀" [X Link](https://x.com/anyuser/status/1668628735988469762) 2023-06-13T14:37Z [----] followers, [----] engagements "The $RXRX + $EXAI merger: While I am a big fan of technology enabled drug discovery I do not believe that shareholders will get a better return as a result of the merger" [X Link](https://x.com/siemionowkris/status/1821860693634650139) 2024-08-09T10:46Z [----] followers, [---] engagements "You never want to receive a deficiency letter from the #FDA but when FDA says their inspection revealed that the devices are adulterated you will immediately loose hundreds of million in market cap $GMED. Globus is a solid company and they will work through this. https://www.massdevice.com/globus-medical-fda-warning-letter-robot/ https://www.massdevice.com/globus-medical-fda-warning-letter-robot/" [X Link](https://x.com/siemionowkris/status/1823403746828722211) 2024-08-13T16:58Z [----] followers, [---] engagements "Significant arbitrage opportunities for #PE firms on the Warsaw Stock Exchange as demonstrated by the recent CVC Capital Partners acquisition and delisting of software company Comarch. CVC will make a meaningful multiple on this transaction. There are plenty more good targets. In my view more delisting will follow. https://www.ft.com/content/d0ecd8d4-9673-40d9-b965-45862ca97bb1shareType=nongift https://www.ft.com/content/d0ecd8d4-9673-40d9-b965-45862ca97bb1shareType=nongift" [X Link](https://x.com/siemionowkris/status/1828435981097140382) 2024-08-27T14:14Z [----] followers, [---] engagements "A wonderful Q3 for #medicalgorithmics with revenue growing 38% YoY. Congratulations to the whole team. https://www.medicalgorithmics.com/medicalgorithmics-continues-its-dynamic-growth-revenue-up-38-y-y-in-q3-driven-by-sales-in-the-us-76-y-y/ https://www.medicalgorithmics.com/medicalgorithmics-continues-its-dynamic-growth-revenue-up-38-y-y-in-q3-driven-by-sales-in-the-us-76-y-y/" [X Link](https://x.com/siemionowkris/status/1975281270440796176) 2025-10-06T19:25Z [----] followers, [---] engagements "Looks like a good buying opportunity has been created Trump Threatens Higher Tariffs on China Citing Restrictions on Rare-Earth Elements #nasdaq #sp500 https://www.wsj.com/world/china/trump-threatens-higher-tariffs-on-china-citing-restrictions-on-rare-earth-elements-8053c81a https://www.wsj.com/world/china/trump-threatens-higher-tariffs-on-china-citing-restrictions-on-rare-earth-elements-8053c81a" [X Link](https://x.com/siemionowkris/status/1976671753490387422) 2025-10-10T15:30Z [----] followers, [---] engagements "Its been a month since we cancelled our @netflix subscription no one at home noticed . Bearish $nflx" [X Link](https://x.com/siemionowkris/status/1978452284108345387) 2025-10-15T13:25Z [----] followers, [---] engagements "@yaireinhorn @uniQure_NV @AliceParkNY @BiotechCH @bradloncar @SamFazeli8 has an RNAi approach similar to Uniqure's with the key differentiator being allele-preferential targeting of the CAG repeat enabling selective knockdown of mutant huntingtin while preserving more wild-type HTT function. http://Dystrogene.com http://Dystrogene.com" [X Link](https://x.com/siemionowkris/status/1980378981385081234) 2025-10-20T21:01Z [----] followers, [---] engagements "Like I said last week $nflx #netflix" [X Link](https://x.com/siemionowkris/status/1980742126247055695) 2025-10-21T21:04Z [----] followers, [---] engagements "With recent successes demonstrated by @uniQure_NV I wanted to highlight research done by our portfolio company which shows a CAG-targeting artificial miRNA can lower mutant huntingtin by 50% in vivo safe effective and selective. Built on the same AAV-miRNA concept as uniQures AMT-130 but with a key upgrade: allele-selective targeting of the mutant protein only. 📄 link #HuntingtonsDisease #GeneTherapy #RNAi #Neuro $qure http://cell.com http://dystrogene.com http://dystrogene.com http://cell.com http://dystrogene.com http://dystrogene.com" [X Link](https://x.com/siemionowkris/status/1981699063952097672) 2025-10-24T12:27Z [----] followers, [---] engagements "The contrarian view is not talk of a bubble but that there is a record amount of cash parked in MM funds sitting on the sideline https://www.wsj.com/finance/stocks/why-bubbles-can-keep-inflating-in-plain-sight-a4af6aef https://www.wsj.com/finance/stocks/why-bubbles-can-keep-inflating-in-plain-sight-a4af6aef" [X Link](https://x.com/siemionowkris/status/1982113819867623563) 2025-10-25T15:55Z [----] followers, [---] engagements "Very excited about this collaboration between #Medicalgorithmics S.A. and @lunduniversity which unlocks the opportunity to bring predictive analytics to cardiac imaging. #CCTA #cardiacimaging #cardiology #medtech #AI #FFR #atherosclerosis @kardiolytics https://www.medicalgorithmics.com/medicalgorithmics-and-lund-university-launch-landmark-ai-initiative-to-build-the-worlds-largest-cardiac-function-dataset-and-establish-a-new-global-standard-in-non-invasive-heart-diagnostics/" [X Link](https://x.com/siemionowkris/status/1986085607466995769) 2025-11-05T14:58Z [----] followers, [---] engagements "@K_Niemietz Finland became a country on December 6th [----] after it declared independence from Russia. By same definition all countries declaring independence from Russia should be to the left of the red line" [X Link](https://x.com/siemionowkris/status/1987239436019724633) 2025-11-08T19:22Z [----] followers, [---] engagements "@ImMeme0 @BillAckman This is like kryptonite to socialist around the world" [X Link](https://x.com/siemionowkris/status/2007454993599652039) 2026-01-03T14:12Z [----] followers, [---] engagements "@_MAGA_NEWS_ @BillAckman They sure seem upset to see socialism end. Socialism leads to the same outcomes irrespective of time and place" [X Link](https://x.com/siemionowkris/status/2007478621535879621) 2026-01-03T15:46Z [----] followers, [---] engagements "Biotech rebound continues. https://www.reuters.com/business/healthcare-pharmaceuticals/mpm-bioimpact-backed-aktis-oncology-seeks-up-840-million-valuation-us-ipo-2026-01-05/ https://www.reuters.com/business/healthcare-pharmaceuticals/mpm-bioimpact-backed-aktis-oncology-seeks-up-840-million-valuation-us-ipo-2026-01-05/" [X Link](https://x.com/siemionowkris/status/2008194772381647002) 2026-01-05T15:11Z [----] followers, [---] engagements "$arwr the reported -76.7% liver fat reduction stands out in these early data signaling potentially transformative benefits for obese diabetic patients at high risk for progressive liver disease beyond what current best-in-class treatments like tirzepatide (reportedly was 3x better) achieve alone https://twitter.com/i/web/status/2008530542770237463 https://twitter.com/i/web/status/2008530542770237463" [X Link](https://x.com/siemionowkris/status/2008530542770237463) 2026-01-06T13:26Z [----] followers, [----] engagements "$DRUG Announces what sounds like a clinically meaningful reduction in seizures should be markedly appreciated by patients if results reproduce in Ph3. Positive Topline Results from Ph2 Clinical Trial of BMB-101 in Patients with Absence Seizures and DEE Absence: 73.1% median reduction in the number of absence seizure 3s p = [-----] DEE: 63.3% median reduction in major motor seizures https://twitter.com/i/web/status/2008535129757462554 https://twitter.com/i/web/status/2008535129757462554" [X Link](https://x.com/siemionowkris/status/2008535129757462554) 2026-01-06T13:44Z [----] followers, [---] engagements "This application demonstrates how quickly you can augment the physician while quietly attenuating the value of medical education and training #Ai #LLM #radiology #mri We just shipped a new capability in our MRI viewerYou can now upload a lumbar or cervical MRI and directly ask in-depth clinical questions (or simply request analytics data such as surface area of thecal sac at L4-L5) about the scaninside the viewer https://t.co/gD9AXctnbo We just shipped a new capability in our MRI viewerYou can now upload a lumbar or cervical MRI and directly ask in-depth clinical questions (or simply request" [X Link](https://x.com/siemionowkris/status/2008537089814802659) 2026-01-06T13:52Z [----] followers, [---] engagements "Very strong finish to the year we really looking forward to [----] which will be driven by $Medicalgorithmics capabilities in EKG and CCTA #AI analytics" [X Link](https://x.com/siemionowkris/status/2008904533670269276) 2026-01-07T14:12Z [----] followers, [---] engagements "In surgical robotics news $JNJ has submitted their #Ottava system for FDA De Novo approvalearlier than expected (Q1 [----] was the whisper). This positions J&J alongside $ISRG (#daVinci) and $MDT (#HugoRAS) as potentially (key word as soft tissue robot market is 90% Intuitive right now) a major player in the US market. Unique bed-integrated design with table motion. After some past stumbles they're on track: IDE started late [----] first upper GI cases done now targeting gastric bypass/sleeve small bowel hiatal hernia + hernia IDE incoming. Since this is America and its JNJ I am sure that they" [X Link](https://x.com/siemionowkris/status/2009005569105862770) 2026-01-07T20:53Z [----] followers, [---] engagements "$MLTX - update on sonelokimab for hidradenitis suppurativa - which by the way is a very nasty condition. FDA's Type B meeting feedback allows MoonLake Immunotherapeutics to submit a BLA for sonelokimab (SLK) in hidradenitis suppurativa (HS) by H2 [----] using data from Phase [--] MIRA (43% HiSCR75 response at 120mg) and Phase [--] VELA-1/2 trials without new studies establishing substantial evidence of effectiveness. - SLK a Nanobody inhibiting IL-17A/F demonstrated favorable safety across over [----] HS patients; VELA-2 met significance via treatment policy analysis (36% response p=0.033) despite high" [X Link](https://x.com/siemionowkris/status/2009268087871156307) 2026-01-08T14:16Z [----] followers, [---] engagements "Well $RVMD crew. Yesterday: Stock +29% beach houses on Zillow early retirement memes flying. AbbVie takeover rumors had everyone dreaming of that sweet buyout premium. 🏖💰 Today: AbbVie says "Nah fam" and denies everything. Stock gives back the gains faster than a New Year's resolution. Guess it's back to the lab folks No golden parachute yetjust more RAS mutations to conquer and that FDA Breakthrough Therapy Designation to build on. Keep grinding team. The revolution continues. without a Big Pharma sugar daddy. 😏 But hey third BTD in the pipeline #Biotech #RVMD #Oncology" [X Link](https://x.com/siemionowkris/status/2009293285848662371) 2026-01-08T15:57Z [----] followers, [---] engagements "$RVMD I guess you can never go wrong selling the m&a news $abbv" [X Link](https://x.com/siemionowkris/status/2009293648748261599) 2026-01-08T15:58Z [----] followers, [---] engagements "@adamfeuerstein @mroliverbarnes Abbvie yesterday Merck today who will it be tomorrow Also pays to sell the news" [X Link](https://x.com/siemionowkris/status/2009371486033789353) 2026-01-08T21:07Z [----] followers, [---] engagements "@mroliverbarnes Revolution Medicines' progress on RAS-targeted therapies for pancreatic cancer appears truly groundbreakinglong overdue innovation in such a tough field. Excited to see how this plays out amid the pharma M&A wave" [X Link](https://x.com/siemionowkris/status/2009374012678316126) 2026-01-08T21:17Z [----] followers, [---] engagements "- $CYTK Morgan Stanley raised the price target for Cytokinetics (CYTK) to $90 from $71 while maintaining an Overweight rating signaling strong sector momentum. - The increase stems from expected outperformance in U.S. small-to-mid cap biotechs in [----] as these firms evolve from capital-intensive developers to revenue producers contrasting with large pharma's patent cliff challenges. - CYTK focused on #muscle activators and inhibitors for cardiovascular diseases like hypertrophic cardiomyopathy and heart failure recently saw FDA approval for its lead drug aficamten (MYQORZO) in late [----] for" [X Link](https://x.com/siemionowkris/status/2009585309881639343) 2026-01-09T11:17Z [----] followers, [---] engagements "Oh boy $AQST just got the dreaded FDA deficiencies letter on Anaphylm 😬 Labeling talks & commitments Frozen. Stock Down 40% pre-market. PDUFA still Jan [--] [----] but oof. Company says review continues they're engaging FDA $120M cash gives breathing room global plans still on. Classic biotech gut-punch. Could be minor or not. https://twitter.com/i/web/status/2009619388618408256 https://twitter.com/i/web/status/2009619388618408256" [X Link](https://x.com/siemionowkris/status/2009619388618408256) 2026-01-09T13:32Z [----] followers, [---] engagements "Update on $QURE Positive Momentum for Huntingtons Disease Program Today uniQure announced that a **Type A meeting** with the FDA has been officially scheduled. This critical discussion will focus on the Biologics License Application (BLA) data package for **AMT-130** their investigational one-time gene therapy aimed at treating Huntingtons disease. The meeting centers on pathways for **accelerated approval** building on the strong pivotal Phase I/II topline results from September [----] where high-dose AMT-130 showed a statistically significant **75% slowing** of disease progression (measured" [X Link](https://x.com/siemionowkris/status/2009623498101035276) 2026-01-09T13:49Z [----] followers, [---] engagements "$MDGL - Madrigal Pharmaceuticals has licensed ervogastat Pfizer's Phase [--] oral DGAT2 inhibitor for $50 million upfront plus milestones up to $1.2 billion gaining exclusive global rights to develop and commercialize it for MASH treatment which clearly continues to be hot - DGAT2 inhibitors like ervogastat block diacylglycerol acyltransferase [--] to reduce hepatic triglyceride synthesis; a [----] Lancet study showed it resolved steatohepatitis in 55% of patients and cut liver fat by 61% versus 19% placebo. - This deal expands Madrigal's MASH pipeline beyond its approved THR- agonist Rezdiffra" [X Link](https://x.com/siemionowkris/status/2009627183434584262) 2026-01-09T14:03Z [----] followers, [----] engagements "$LLY After failing to show meaningful benefits in Alzheimer's (as seen with semaglutide's recent EVOKE trial disappointments for the GLP-1 class) tirzepatide is now shooting for **inflammatory conditions** and hitting the mark hard. Eli Lilly just dropped positive topline results from the Phase 3b **TOGETHER-PsA** trial (Jan [--] 2026): adding **Zepbound** (tirzepatide) to **Taltz** (ixekizumab) crushed it in adults with active **psoriatic arthritis** + obesity/overweight. Key highlights: - **31.7%** achieved ACR50 (50% improvement in PsA activity) **+ 10% weight loss** vs. only **0.8%** on" [X Link](https://x.com/siemionowkris/status/2009637982186221591) 2026-01-09T14:46Z [----] followers, [---] engagements "Big Pharma's AI obsession is heating up $LLY just inked a deal with Chai Discovery for AI-powered molecule design in biologics building on their [----] partnerships like Superluminal for cardiometabolic therapies Creyon Bio for RNA oligos and Juvena for muscle health. They're not alone$AZN teamed with CSPC for chronic disease candidates $Nvo with Deep Apple for obesity drugs and $JnJ with $Nvidia for surgical simulations. These platforms are slashing R&D timelines and tackling patent cliffs head-on. #biotech #AI #AIinPharma #Pharma #DrugInnovation" [X Link](https://x.com/siemionowkris/status/2009665405904699612) 2026-01-09T16:35Z [----] followers, [---] engagements "Here are three major biotech catalysts this week that could drive significant stock movement: Atara Biotherapeutics $ATRA) Travere Therapeutics $TVTX) and **Fortress Biotech $FBIO) all with PDUFA dates on the FDA calendar Today (Jan [--] yes a Saturday): $ATRA's tabelecleucel (tab-cel) PDUFA for EBV+ PTLD potential first U.S. approval for this rare aggressive condition in post-transplant patients. Priority review after resubmission; if greenlit $ATRA gets a $40M milestone from Pierre Fabre High-stakes cell therapy play. Next up: - Jan 13: $TVTX's FILSPARI (sparsentan) sNDA PDUFA for FSGS could" [X Link](https://x.com/siemionowkris/status/2009994864134385833) 2026-01-10T14:24Z [----] followers, [----] engagements "🚨 Abivax $ABVX Spotlight: M&A Speculation Heats Up at #JPM2026 - Shares surged 23% pre-market on renewed rumors of interest from U.S. pharma giants like $LLY with reports of a potential 15B bid. - Focus on its immunology pipeline led by obefazimod showing strong Phase [--] results in ulcerative colitis. - CEO Marc de Garidel highlights [----] data milestones amid a breakout [----] where stock rose over 1600%. Biotech watchers: Could this be the beginning of the next big wave of biotech acquisitions #Biotech #Stocks #Healthcare https://twitter.com/i/web/status/2010696534392709503" [X Link](https://x.com/siemionowkris/status/2010696534392709503) 2026-01-12T12:53Z [----] followers, [---] engagements "Alphatec Holdings (NASDAQ: $ATEC) just inked an exclusive U.S. distribution agreement with Theradaptive for **OsteoAdapt** their next-gen re-engineered rhBMP-2 biologic targeted at spinal fusion. Announced today (Jan [--] 2026) this pairs Theradaptive's proprietary AMP protein tech (designed for precise localized bone formation with lower doses easier handling and better safety than legacy rhBMP-2 products like Infuse) with ATEC's rapidly scaling spine platform and best-in-class commercial engine. Key highlights from my perspective as an investor: - **De-risked entry into biologics upside**" [X Link](https://x.com/siemionowkris/status/2010814957336601073) 2026-01-12T20:43Z [----] followers, [---] engagements "Big news in surgical robotics 🚀 @Distalmotion just announced a strategic investment from **Johnson & Johnson Innovation** (JJDC) to accelerate the expansion of their innovative **DEXTER** robotic system into **Ambulatory Surgery Centers (ASCs)**. DEXTER purpose-built for outpatient settings with its small mobile footprint open architecture & seamless integration with existing equipment is already FDA-cleared for key procedures like hernia repair cholecystectomy and benign hysterectomy. Over [----] patients treated across Europe and the US Per CEO Greg Roche: this investment is an important" [X Link](https://x.com/siemionowkris/status/2010827726790242808) 2026-01-12T21:34Z [----] followers, [---] engagements "$PFE Bold Reset at #JPM26** Pfizer CEO Albert Bourla took the stage at the J.P. Morgan Healthcare Conference declaring a clear "post-Covid reset" moving past pandemic volatility to a catalyst-rich [----] focused on execution cost discipline and big bets in high-growth areas. Key highlights: - Aggressive push into obesity eyeing a $150B market by [----] with a consumer-driven boom (think Viagra-level demand). - Post-Metsera acquisition plans to kick off **10 Phase [--] trials** this year for next-gen assets like ultra-long-acting GLP-1s + amylin combos early data shows strong 8.4% placebo-adjusted" [X Link](https://x.com/siemionowkris/status/2011404944797036864) 2026-01-14T11:48Z [----] followers, [----] engagements "In the spine world news out of @CerapedicsInc The U.S. FDA has approved a significant label expansion for **PearlMatrix P-15 Peptide Enhanced Bone Graft** now cleared for open or minimally invasive single-level **ALIF PLIF OLIF and lateral (LLIF)** lumbar interbody fusions in addition to the original **TLIF** indication. Plus it's now approved for use with titanium alloy and PEEK/titanium interbody cages (alongside PEEK cages). PearlMatrix remains the **first and only** Class III drug-device bone graft proven to accelerate lumbar fusion. This opens up broader options for surgeons and patients" [X Link](https://x.com/siemionowkris/status/2011450135377576060) 2026-01-14T14:47Z [----] followers, [---] engagements "The 44th #JPM26 Healthcare Conference wrapped up today and honestly. it was kind of a letdown on the deal front. 😕 Pre-event hype was massive: patent cliffs cash piles lighter antitrust vibes and bankers teasing a mega-merger wave to top 2019/2021. Everyone flew into SF expecting fireworksbig pharma scooping up biotechs left and right. What we got Solid but incremental stuff: - $LLY + $NVDA $1B AI lab expansion - $ABBV/RemeGen oncology licensing ($5B potential) - Novartis China biotech deals ($50M$1.5B range) - A bunch of pipeline/AI/obesity chatter Then on the final day: $BSX drops the one" [X Link](https://x.com/siemionowkris/status/2011777735425659195) 2026-01-15T12:29Z [----] followers, [---] engagements "Big morning mover: $OCUL surging 13-23% pre-market on renewed M&A buzz 🔥 La Lettre reports $SNY gearing up a sweeter takeover offer after $OCUL rejected their initial $16/share bid back in Sept '25. Strong ophthalmology pipeline (AXPAXLI Ph3 data Q1 '26) in play. Catalyst loading 📈 #Biotech https://twitter.com/i/web/status/2011784256092086452 https://twitter.com/i/web/status/2011784256092086452" [X Link](https://x.com/siemionowkris/status/2011784256092086452) 2026-01-15T12:55Z [----] followers, [---] engagements "@OpenAI Of course the best ads are targeted ads. How else to target ads effectively without using the users chat history" [X Link](https://x.com/siemionowkris/status/2012538786459136026) 2026-01-17T14:53Z [----] followers, [--] engagements "@JorgeCondeBio Great analogy. Essentially nano surgery (to contrast with micro surgery)" [X Link](https://x.com/siemionowkris/status/2013744275905720500) 2026-01-20T22:43Z [----] followers, [---] engagements "Hopstem Biotechnology announced that the FDA has granted approval for their hNPC01 (an iPSC-derived neural cell therapy) to proceed into a Phase 2/3 adaptive pivotal clinical trial for chronic ischemic stroke including a bridging study. This follows a positive End-of-Phase [--] meeting and leverages Fast Track Designation. It's a significant step for regenerative medicine in stroke recovery potentially accelerating development. #Biotech http://www.hopstem.com/en/ http://www.hopstem.com/en/ http://www.hopstem.com/en/ http://www.hopstem.com/en/" [X Link](https://x.com/siemionowkris/status/2013956122944626764) 2026-01-21T12:45Z [----] followers, [---] engagements "Interesting point about the sheer number of distinct molecules our bodies work with. That said nearly all of them (9899% of atoms) are built from just six core elements: C H N O P S (the classic CHNOPS set). The rest are mostly trace metals and ions playing supporting roles. So while the molecular diversity is massive it emerges from combinatorial arrangements of a very small set of atomic building blocksmuch like how huge variety comes from a limited LEGO palette. Curious what you see as the main takeaway for supplementation strategies given that foundation." [X Link](https://x.com/siemionowkris/status/2015080926607262045) 2026-01-24T15:15Z [----] followers, [----] engagements "$EIKN Eikon Therapeutics already a $1B+ private fundraising machine under Roger Perlmutter is still capital-hungry enough to hit the public markets for up to $318M in its IPO (targeting $908M valuation at the high end). $MRK Merck is reportedly stepping up with a $30M anchor stake in the offering a nice vote of confidence from Perlmutter's old shop (and likely a pipeline-access play). But will broader investors follow Eikon's burning cash fast on late-stage trials (EIK1001 + Keytruda combo data due H2 2026) a high-throughput platform and no revenue yet. In this cautious biotech window Merck's" [X Link](https://x.com/anyuser/status/2016848458691334458) 2026-01-29T12:18Z [----] followers, [----] engagements "🚨 Biotech Buzz at #JPM2026: Key pre-market updates from publicly traded firms. - Oruka Therapeutics $ORKA: Positive Phase [--] data for psoriasis drug ORKA-002; EVERLAST-B trial starts for ORKA-001. - Abivax $ABVX: Shares up 23% on M&A rumors with US pharma interest. - BioNTech $BNTX: [----] outlook highlights oncology milestones; +1% pre-market. - Relmada $RLMD: FDA alignment on REL-1017 for depression; Phase [--] data expected. - ANI Pharma $ANIP: Strong 2025-26 guidance in rare diseases/generics. - Foghorn $FHTX: Equity raise & oncology advances. - Scholar Rock $SRRK: Phase [--] success in SMA;" [X Link](https://x.com/siemionowkris/status/2010695004977561917) 2026-01-12T12:47Z [----] followers, [----] engagements "** $RGNX REGENXBIO's Pivotal Year: Key Gene Therapy Programs** Amid FDA tightening evidentiary standards for rare disease approvals REGENXBIO (NASDAQ: $RGNX) faces defining [----] milestones with its lead programs: RGX-121 for Hunter syndrome (MPS II) and RGX-202 for Duchenne muscular dystrophy (DMD). ### RGX-121 for Hunter Syndrome (MPS II) Rare X-linked disorder (1 in 100000-170000 male births) caused by IDS enzyme deficiency leading to glycosaminoglycan buildup and severe neurocognitive decline. No curative options cross the blood-brain barrier effectively. RGX-121: One-time AAV9 gene" [X Link](https://x.com/siemionowkris/status/2014322202775011801) 2026-01-22T13:00Z [----] followers, [----] engagements "Big news from $SRPT today: Sarepta Therapeutics released positive three-year topline data from the EMBARK Phase [--] study of ELEVIDYS showing the gene therapy significantly slows Duchenne muscular dystrophy (DMD) progression in ambulatory patients aged 4-7. Treated kids maintained or improved key motor functions like NSAA scores while untreated patients declineda durable treatment effect with no new safety signals. Stock popped around 9-10% on the update. My take: This is a strong win for Sarepta shareholders. DMD is a relentlessly progressive disease so three years of functional stability or" [X Link](https://x.com/siemionowkris/status/2015859306000794004) 2026-01-26T18:48Z [----] followers, [----] engagements "🚀 $ATAI (now AtaiBeckley near-term drivers in 2026: Fresh from their Jan [--] update ahead of JPM Healthcare Conf. - Positive Ph2b for BPL-003 in TRD: Single-dose durable effects; OLE backs 12mg repeat. - FDA EoP2 mtg Q1'26 for Ph3 guidance; potential Ph3 start Q2'26. - More catalysts: EMP-01 topline Q1'26; VLS-01 H2'26. - Corp: US redomicile NASDAQ Biotech Index add; funded to [----]. Post-Beckley merger synergies fueling psychedelic MH boom Watch #ATAI #Biotech #Stocks https://www.ataibeckley.com https://www.ataibeckley.com" [X Link](https://x.com/siemionowkris/status/2020907479060684821) 2026-02-09T17:07Z [----] followers, [---] engagements "BridgeBio Pharma $BBIO stock up 20% premarket after dropping positive Phase [--] topline results for oral **infigratinib** in kids with achondroplasia (most common form of dwarfism) The PROPEL [--] trial hit its primary endpoint: +2.1 cm/year annualized height velocity vs placebo (stat sig LS mean diff +1.74 cm/year). It even showed the first statistically significant improvements in body proportionality Outperforms BioMarin's Voxzogo in key growth metrics sets up a strong potential competitor. Plans to file NDA/MAA in 2H [----]. Exciting step for rare disease patients #Biotech #Achondroplasia" [X Link](https://x.com/siemionowkris/status/2021929948395565551) 2026-02-12T12:50Z [----] followers, [----] engagements "@BitcoinNewsCom Rich people will move and middle class will not buy stocks" [X Link](https://x.com/siemionowkris/status/2022033180950507580) 2026-02-12T19:40Z [----] followers, [----] engagements "#Kamala now proposes to increase capital gains tax by only 43% versus the previous 100% increase 🙏🙏. This little increase would encourage investment in entrepreneurship and access to capital for small businesses🤡 https://www.wsj.com/politics/elections/kamala-harris-to-pare-back-bidens-capital-gains-tax-proposal-14c537b1mod=mhp https://www.wsj.com/politics/elections/kamala-harris-to-pare-back-bidens-capital-gains-tax-proposal-14c537b1mod=mhp" [X Link](https://x.com/siemionowkris/status/1831465952934031842) 2024-09-04T22:54Z [----] followers, [---] engagements "I found this battle for what would it appear by all counts to be a very distressed #biotechnology asset interesting. Singular Genomics Systems Inc. (Nasdaq: OMIC) has agreed to be acquired by an affiliate of Deerfield Management Company L.P. for $20.00 per share in cash. This transaction announced on December [--] [----] values the San Diego-based life science technology company at approximately $50 million based on its [---] million outstanding shares. The acquisition price represents a substantial 254% premium over Singular Genomics closing share price prior to the public disclosure of Deerfields" [X Link](https://x.com/siemionowkris/status/1873454427249467718) 2024-12-29T19:41Z [----] followers, [---] engagements "$FBLG In the spine world FibroBiologics announced positive preclinical results for FSdC a spheroid-based cell therapy for degenerative disc disease (DDD). I am always more then skeptical of pre clinical data in DDD as in simply does not translate well to humans (for example humans are bipedal while animals are not) Company reported that in animal models FSdC demonstrated superior and sustained recovery of intervertebral disc height (As a side note disc height and pain correlate poorly) compared with 2D fibroblasts and conventional fibroblast spheroids. At [--] weeks FSdC achieved the strongest" [X Link](https://x.com/siemionowkris/status/2008553672356114900) 2026-01-06T14:58Z [----] followers, [---] engagements "$RBOT building surgical robot is not only hard but can be extremely expensive. Vicarious currently has an $18 million stock market capitalization while their annual burn rate is $35 million can they pull a rabbit out of the hat and get the cash needed to see this through Im saying no although their ip may get acquired in a fire sale (maybe wed be interested in taking a look at that point) #surgery #robot #medtech https://twitter.com/i/web/status/2008638111883153886 https://twitter.com/i/web/status/2008638111883153886" [X Link](https://x.com/siemionowkris/status/2008638111883153886) 2026-01-06T20:33Z [----] followers, [---] engagements "Total equity capital raised across private SPAC and post-SPAC rounds is approximately $314320 million in gross proceeds (private $45M + SPAC $220M + post-SPAC $51M+). As a comparison @CMRSurgical has raised approximately $1.351.42 billion to commercialize their platform. Staying private has its advantages. https://twitter.com/i/web/status/2008655832096092465 https://twitter.com/i/web/status/2008655832096092465" [X Link](https://x.com/siemionowkris/status/2008655832096092465) 2026-01-06T21:44Z [----] followers, [---] engagements "$srpt whats great about this approach (versus $qure) is the route of administration (uniqure requires craniotomy a very invasive procedure relatively speaking). SRP-1005 (formerly ARO-HTT) is designed to cross the blood-brain barrier (BBB) while being administered via subcutaneous injection. This is enabled by Arrowhead Pharmaceuticals' proprietary TRiM platform which conjugates the siRNA to a ligand that targets the transferrin receptor (TfR1) on brain endothelial cells. This receptor-mediated transport actively shuttles the therapeutic across the BBB into the central nervous system (CNS)" [X Link](https://x.com/siemionowkris/status/2008924739624943711) 2026-01-07T15:32Z [----] followers, [----] engagements "#Biotech Catalyst Watch for Today: Several companies have key data releases scheduledJazz Pharmaceuticals $JAZZ with Phase [--] late-breaking presentation on Ziihera for HER2-positive gastroesophageal adenocarcinoma at ASCO GI; Acrivon Therapeutics $ACRV with Phase 2b update on ACR-368 for ovarian and other cancers; and Krystal Biotech $KRYS with Phase [--] data on KB407 for cystic fibrosis. Will these (and what direction) drive stock movements based on trial outcomes. Overall the sector is buzzing ahead of the JPMorgan Healthcare Conference next week with themes like M&A obesity treatments and AI" [X Link](https://x.com/siemionowkris/status/2009247324636115338) 2026-01-08T12:54Z [----] followers, [---] engagements "Noetik scores $50M from $GSK for access to their AI cancer models. Appears that Pharma giants are starting to treat #AI like foundational tech not side gimmicks. Skeptics said AI biotech hype wouldn't lastis this where the industry is going So far the answer appears to be a Clearly yes. Validation level: this will only be answered after clinical success can be directly traced to the Ai (meaning were it not for the AI it wool not have happened) Link: Feel free to tweak or add emojis/hashtags like #TechBio #AIBiotech #CancerResearch. These lean into the excitement while nodding to the shift" [X Link](https://x.com/siemionowkris/status/2009348612057182607) 2026-01-08T19:36Z [----] followers, [---] engagements "**Strong finish for $GMED** After swallowing Nuvasive it appears integration of that acquisition is going well. Globus Medical just dropped preliminary Q4 [----] results: 🔥 Record Q4 revenue $823M (+25.2% YoY) 📈 Full-year [----] revenue $2.936B (+16.5% YoY) 💪 Base business (ex-Nevro) up 10% in Q4 driven by US Spine & record Enabling Technologies performance Looking ahead: [----] guidance $3.18B$3.22B revenue and $4.30$4.40 non-GAAP EPS. Clear beat on estimates no wonder shares are surging after-hours 🚀 Full details: #GMED #MedTech #Earnings" [X Link](https://x.com/siemionowkris/status/2009377686863446316) 2026-01-08T21:32Z [----] followers, [---] engagements "$RVMD Why Revolution Medicines is the Hottest Biotech Company in the World Right Now If you're in biotech you've probably heard the buzz around Revolution Medicines ($RVMD). This Redwood City-based powerhouse is turning heads with its groundbreaking work on RAS-targeted therapies tackling some of the toughest cancers out there. Here's what makes them the absolute hottest player in the space as we kick off 2026: [--]. RAS Revolution: Cracking the "Undruggable" Code Revolution Medicines is leading the charge against RAS mutations which drive about 30% of all human cancers. Their pipeline focuses" [X Link](https://x.com/siemionowkris/status/2009751963685306440) 2026-01-09T22:19Z [----] followers, [----] engagements "The Lucrative Niche of BMP-2 in Orthobiologics: $MDT Medtronic's Legacy and the Rise of Startups Bone Morphogenetic Protein-2 (BMP-2) is a powerhouse in the orthobiologics space specifically designed to induce new bone formation and accelerate healing in orthopedic applications. It works by binding to receptors on progenitor cells triggering a signaling cascade that promotes their differentiation into osteoblaststhe cells responsible for building bone tissuewhile also enhancing vascularization and matrix production for robust regeneration. Medtronic pioneered commercial BMP-2 with its Infuse" [X Link](https://x.com/siemionowkris/status/2010346968883556696) 2026-01-11T13:44Z [----] followers, [---] engagements "$LYRA ouch Lyra Therapeutics just announced they're suspending development of LYR-210 for chronic rhinosinusitis despite positive Phase [--] ENLIGHTEN [--] data last year. Massive workforce cut (all [--] remaining staff) exploring strategic alternatives/sale. Cash runway to Q3 [----]. Stock tanking hard in pre-market. Brutal day for biotechs. 😔 (Not investment advice) #biotech #LYRA https://twitter.com/i/web/status/2010709988243546218 https://twitter.com/i/web/status/2010709988243546218" [X Link](https://x.com/siemionowkris/status/2010709988243546218) 2026-01-12T13:46Z [----] followers, [---] engagements "Acquisition blocked 🚫 The FTC has halted $EW Edwards Lifesciences' $1.2B bid for JenaValve Technology after months of review. Citing Edwards' prior JC Medical buy they fear monopolization in the aortic regurgitation market. JenaValve's TRILOGY TAVR & JC's J-Valve both target AR. Will another buyer swoop in The is a very hot market in #cardiology #MedTech #FTC #Mergers https://jenavalve.com https://jenavalve.com" [X Link](https://x.com/siemionowkris/status/2010714521178960356) 2026-01-12T14:04Z [----] followers, [---] engagements "$SRPT stock is tanking hard after Sarepta's Q4 [----] Elevidys sales miss$110M vs. $120M expected continuing the slide from Q3. Safety issues and manufacturing woes piling on. Competitors like Solid Bio and REGENXBIO eyeing the DMD market.#Biotech" [X Link](https://x.com/siemionowkris/status/2010768238129397843) 2026-01-12T17:38Z [----] followers, [----] engagements "$ILMN Illumina just dropped a major announcement at #JPMHC26 today (Day 2): the Billion Cell Atlas the world's largest genome-wide genetic perturbation dataset designed to supercharge AI-powered drug discovery. Built through their new BioInsight business it maps how [--] billion individual cells respond to CRISPR-edited genetic changes (switching [-----] genes on/off) across 200+ disease-relevant cell lines. Already partnering with heavy hitters like $AZN (AstraZeneca) $MRK (Merck) and $LLY (Eli Lilly) as founding participants Merck plans to use it directly to train their AI models for precision" [X Link](https://x.com/siemionowkris/status/2011208530171154724) 2026-01-13T22:47Z [----] followers, [---] engagements "#Biotech investors heads up While the week of Jan 18-25 [----] looks quiet for major trial readouts or #FDA decisions anticipation is building for several key events at the end of the month that could swing stock prices. These PDUFA dates and phase readouts might spark pre-event volatilityhere's a breakdown in this thread. #Stocks 1/ First Aquestive Therapeutics $AQST has a PDUFA date on Jan [--] for Anaphylm an innovative sublingual film version of epinephrine for emergency treatment of severe allergic reactions like anaphylaxis. This could be a game-changer as a needle-free alternative to" [X Link](https://x.com/siemionowkris/status/2012912155465523603) 2026-01-18T15:37Z [----] followers, [----] engagements "Big week for biotech IPOs signaling a **strong rebound** in investor enthusiasm post-JPMorgan Healthcare Conference **AgomAb Therapeutics** (proposed ticker: AGMB) a clinical-stage leader in fibrosis is developing novel disease-modifying therapies to resolve fibrosis repair tissue damage and restore organ function. They target key pathways like TGF (with GI-restricted & inhaled ALK5 inhibitors) and HGF/MET for regenerative potential. Their lead ontunisertib (AGMB-129) showed positive Phase 2a data in fibrostenosing Crohns Disease (a major cause of surgery in Crohns patients with no approved" [X Link](https://x.com/siemionowkris/status/2013407307141652499) 2026-01-20T00:24Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@siemionowkris Kris Siemionow, MD, PhD
Kris Siemionow, MD, PhD posts on X about company, ai, stocks, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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- [--] Year [-------] +44%
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- [--] Week [--] +14%
- [--] Month [--] +102%
- [--] Months [---] +146%
- [--] Year [---] +31%
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- [--] Week [-----] +0.99%
- [--] Month [-----] +16%
- [--] Months [-----] +35%
- [--] Year [-----] +52%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance countries technology brands cryptocurrencies exchanges currencies celebrities us election travel destinations
Social topic influence company, ai, stocks, in the, $medicalgorithmics, this is, ipo, nasdaq #1181, investment, money
Top accounts mentioned or mentioned by @nature @kardiolytics @nextatv @dystrogen @elonmusk @spectatorindex @openai @visegrad24 @marekfanatyk @nntaleb @heartflow @billackman @liveuamap @biopharmiq @unusualwhales @pitdesi @bryanjohnson @mdaorg @kobeissiletter @netflix
Top assets mentioned Pfizer, Inc. (PFE) Eli Lilly and Company (LLY) Sarepta Therapeutics, Inc. (SRPT) Netflix Inc (NFLX) Novo-Nordisk (NVO) AbbVie Inc (ABBV) Revolution Medicines, Inc. (RVMD) NVIDIA Corp. (NVDA) Recursion Pharmaceuticals, Inc. (RXRX) Measurable Data Token (MDT) uniQure N.V. (QURE) Fartcoin (FARTCOIN) GLP1 (GLP1) Solana (SOL) UnitedHealth Group (UNH) GLOBUS MEDICAL INC (GMED) Johnson & Johnson (JNJ) Cytokinetics Inc. (CYTK)
Top Social Posts
Top posts by engagements in the last [--] hours
"$Medicalgorithmics a portfolio company announces partnership with a European leader in global #cardiac diagnostic services. Medicalgorithmics will provide a comprehensive technology platform for cardiac #arrhythmia diagnosis utilizing its proprietary #artificialintelligence (AI) algorithms"
X Link 2023-11-21T14:32Z [---] followers, [---] engagements
"Exciting news and a big milestone @dystrogen Therapeutics announces the approval of their Clinical Trial Application (CTA) to initiate a phase 1/2 clinical trial of DT-DEC01 for the treatment of Duchenne Muscular Dystrophy #duchennemusculardystrophy #dmd #clinicaltrial https://dystrogen.com/wp-content/uploads/2023/12/Dystrogen-Therapeutics-Announces-Approval-of-Clinical-Trial-Application-CTA-to-Initiate-a-Phase-1_2-Clinical-Trial-of-DT-DEC01-for-the-Treatment-of-Duchenne-Muscular-Dystrophy-.pdf"
X Link 2023-12-20T17:35Z [----] followers, [----] engagements
"Winter Wonderland (on a train north of #Zermatt)"
X Link 2024-01-06T15:18Z [---] followers, [---] engagements
"Great news today from our portfolio company $Medicalgorithmics (ticker MDG.WSE). As a medical technology company with FDA approved #AI based analytics for #cardiovascular disorders $MDG is set for a groundbreaking [----]. https://www.medicalgorithmics.com/medicalgorithmics-secures-global-software-distribution-contract-with-bittium-biosignals-ltd/ https://www.medicalgorithmics.com/medicalgorithmics-secures-global-software-distribution-contract-with-bittium-biosignals-ltd/"
X Link 2024-02-12T13:04Z [----] followers, [---] engagements
"Our portfolio company is transforming science with #robotic automation. The company has developed robotic systems and machine learning based algorithms to allow for autonomous manufacturing monitoring and analytics of #biotechnology and pharmaceutical processes"
X Link 2024-03-02T17:24Z [----] followers, [---] engagements
"Lots of activity in the #spine surgery #robotics space where small cos dont want to be left behind the incumbents STRATEGIC PARTNERSHIP WITH [--] MILLION INVESTMENT https://www.spineart.com/us/company/news/spinem-robotics-and-spineart-forge-strategic-partnership-with-e10-million-investment/ https://www.spineart.com/us/company/news/spinem-robotics-and-spineart-forge-strategic-partnership-with-e10-million-investment/"
X Link 2024-04-30T16:26Z [---] followers, [--] engagements
"Advancements in cell fusion technology are offering new hope for patients suffering from #sarcopenia and #neuromuscular disorders. By creating chimeric cells through the fusion of young healthy #mitochondria with the patient's own cells scientists are revolutionizing the way we approach these debilitating conditions. This innovative technique not only rejuvenates #aging cells but also restores their energy production capabilities potentially reversing muscle deterioration and improving overall muscle function. The implications of this breakthrough extend beyond just improved mobility; they"
X Link 2024-05-30T14:20Z [----] followers, [---] engagements
"At least [--] generic versions of Novo Nordisk's top-selling weight-loss and diabetes drug #semaglutide are being developed in China potentially threatening the Danish pharma's dominance in one of its major target markets according to Reuters https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-braces-generic-challenge-ozempic-wegovy-china-2024-06-05/ https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-braces-generic-challenge-ozempic-wegovy-china-2024-06-05/"
X Link 2024-06-13T09:37Z [----] followers, [--] engagements
"#Healthcare M&A transaction value was $50B in Q1 [----] down 34% from $76B in Q1 [----] due in large part to $PFE $44B acquisition of Seagen in Q1 [----]. Deal volume was flat YoY with [--] transactions in Q1 [----] and [--] transactions in Q1 [----]. #Biopharmaceuticals remained the most active sub-sector of Healthcare and represented 34% of deal value and 45% of deal volume in Q1 [----] (vs. 63% of deal value and 21% of deal volume in Q1 2023). #Oncology was the most active therapeutic area with [--] transactions totaling $9B in deal value. Inflammation & #Immunology was the second most active #therapeutic"
X Link 2024-06-13T09:39Z [----] followers, [---] engagements
"My [--] year old requesting $NVDA stock. Does that meet the criteria of a bubble"
X Link 2024-06-20T19:25Z [----] followers, [---] engagements
"What high mortgage rates (7%) [--] in [--] homes purchased was paid for with cash 👀 https://www.wsj.com/economy/housing/home-prices-hit-a-record-high-4028acf2 https://www.wsj.com/economy/housing/home-prices-hit-a-record-high-4028acf2"
X Link 2024-06-22T06:55Z [----] followers, [--] engagements
"$nvda is down %11 since my [--] year old son requested we buy shares My [--] year old requesting $NVDA stock. Does that meet the criteria of a bubble My [--] year old requesting $NVDA stock. Does that meet the criteria of a bubble"
X Link 2024-06-25T06:25Z [----] followers, [---] engagements
"Economist most liveable city index ranked Vienna as #1. First US city came in at 23rd place and it was Honolulu which is conveniently located [----] miles from the US mainland. https://www.economist.com/graphic-detail/2024/06/26/the-worlds-most-liveable-cities-in-2024#::text=Vienna%20took%20the%20top%20spotfor%20a%20third%20consecutive%20year https://www.economist.com/graphic-detail/2024/06/26/the-worlds-most-liveable-cities-in-2024#::text=Vienna%20took%20the%20top%20spotfor%20a%20third%20consecutive%20year"
X Link 2024-06-27T15:06Z [----] followers, [--] engagements
"Impressive that $META is up 50% YTD and it looks like its flat lining"
X Link 2024-06-28T13:37Z [----] followers, [---] engagements
"The same person who is surprised with this ruling was surprised by Bidens debate performance https://www.wsj.com/us-news/law/donald-trump-immunity-supreme-court-ruling-7ce6415b https://www.wsj.com/us-news/law/donald-trump-immunity-supreme-court-ruling-7ce6415b"
X Link 2024-07-01T17:34Z [----] followers, [--] engagements
"Citadel and Millenium #hedgefunds versus $QQQ for the first half of [----] posted strong growth https://finance.yahoo.com/news/citadel-millennium-extend-run-returns-120726072.html https://finance.yahoo.com/news/citadel-millennium-extend-run-returns-120726072.html"
X Link 2024-07-02T19:40Z [----] followers, [---] engagements
"How would president Biden react in case of an inbound nuclear attack from a leader he confuses with other #NationalSecurity https://www.forbes.com/sites/antoniopequenoiv/2024/07/11/biden-calls-ukraines-zelensky-president-putin-at-nato-event/ https://www.forbes.com/sites/antoniopequenoiv/2024/07/11/biden-calls-ukraines-zelensky-president-putin-at-nato-event/"
X Link 2024-07-12T13:54Z [----] followers, [---] engagements
"With the stock market at an all time high black swan strategies come to the forefront The enigmatic quant a protg of Black Swan author Nassim Nicholas Taleb loses money almost every day through a complex strategy that pays off only during very volatile periods. A few calamitiesthe [----] crisis the [----] Flash Crash and the Covid-19 market meltdown in 2020have been enough for a stock investor with a small allocation to his fund to trounce a classically diversified 60/40 stock and bond portfolio Is now the time"
X Link 2024-07-20T07:36Z [----] followers, [--] engagements
"Is the bull blind Investors seem to be ignoring a lot. The past year has brought war to the Middle East escalation of the trade conflict between the West and China and on July 13th an attempt to kill the frontrunner in Americas presidential race. But if you look at financial markets youd think nothing was amiss. https://www.economist.com/leaders/2024/07/18/euphoric-markets-are-ignoring-growing-political-risks https://www.economist.com/leaders/2024/07/18/euphoric-markets-are-ignoring-growing-political-risks"
X Link 2024-07-20T07:41Z [----] followers, [--] engagements
"High interest rates taking more of a bite (as intended)"
X Link 2024-07-20T08:21Z [----] followers, [--] engagements
"In the event of a significant (25%) market correction we will be buying the following [--] companies stock (equal weight) $MSFT Microsoft Corporation $AAPL Apple Inc. $NVDA NVIDIA Corporation $AVGO Broadcom Inc. $ADBE Adobe Inc. $CRM Salesforce Inc. $ORCL Oracle Corporation $QCOM QUALCOMM Incorporated $NFLX Netflix Inc. $Meta Meta Platforms"
X Link 2024-07-20T10:47Z [----] followers, [---] engagements
"8 days passed between the attempted assassination on #Trump and #Biden dropping out. Wild times"
X Link 2024-07-23T06:50Z [----] followers, [---] engagements
"Perfect example showing that a handful of stocks are responsible for the great majority of appreciation in a large basket of equities. Its why index funds are hard if not impossible to beat over the long run"
X Link 2024-07-28T08:30Z [----] followers, [---] engagements
"#Poland is a high trust society. This watch has been waiting for its owner at airport security for [--] minutes now"
X Link 2024-08-13T11:08Z [----] followers, [----] engagements
"You know youre in trouble when Italy is beating you in GDP growth"
X Link 2024-08-14T08:12Z [----] followers, [---] engagements
"Our portfolio company started testing their spinal endoscopy robotic end effector. The companys initial goal for the end effector is to enable endoscopic spinal decompression and endoscopic disc space preparation. #robotic #surgery #neurosurgery #spine #endoscopy While the end effector is blurred out for IP reasons Robotron plans to start showing it soon http://robotron.tech http://robotron.tech http://robotron.tech http://robotron.tech"
X Link 2024-08-14T12:13Z [----] followers, [---] engagements
"#Poland real gdp grew 3.2% in the second quarter making the country a solid leader in the EU over the last [--] years. This is some real #GDP growth"
X Link 2024-08-14T12:21Z [----] followers, [----] engagements
"VP Harris a presidential candidate is proposing price controls as a solution to inflation that the Biden Harris administration created. While I wish this was a satire this disastrous policy if implemented would mostly hurt those its meant to protect- as always https://www.wsj.com/politics/policy/trump-harris-economic-policies-election-2024-850be12amod=mhp https://www.wsj.com/politics/policy/trump-harris-economic-policies-election-2024-850be12amod=mhp"
X Link 2024-08-17T14:15Z [----] followers, [---] engagements
"Shockingly canceling student debt does not increase financial literacy. It does however create a precedent where taking on debt does not come with the responsibility of paying it off. https://www.wsj.com/personal-finance/their-student-debt-disappeared-but-their-financial-problems-didnt-65de0834 https://www.wsj.com/personal-finance/their-student-debt-disappeared-but-their-financial-problems-didnt-65de0834"
X Link 2024-08-18T23:27Z [----] followers, [--] engagements
"Why the average retiree 401k performs better then a hedge fund manager"
X Link 2024-08-19T00:20Z [----] followers, [---] engagements
"since $SBUX stock is at best flat over last [--] years CEO commuting to work via private jet certainly communicates well with shareholders. high fives to the board https://www.cnn.com/2024/08/23/business/starbucks-ceo-brian-niccol-private-jet/index.html https://www.cnn.com/2024/08/23/business/starbucks-ceo-brian-niccol-private-jet/index.html"
X Link 2024-08-23T19:05Z [----] followers, [---] engagements
"It hard to believe that the Mild procedure works but @StrykerNS acquisition of Vertos medical is certainly a vote of confidence that it does. And if it does work then it demonstrates how little tissue you need to remove to have a positive clinical outcome in patients with #lumbar stenosis. Makes you wonder. Its definitely a bullish sign for new enabling pain management technologies like #robotics and other image guided energy tech https://www.stryker.com/us/en/about/news/2024/stryker-announces-definitive-agreement-to-acquire-vertos-medical.html https://youtu.be/4iW5dCV3DAY"
X Link 2024-08-24T13:09Z [----] followers, [---] engagements
"While Im a big fan of the #Poland economic transformation this chart rather shows the weakness of Japan despite a [--] year head start and many global champions like #Sony and #Toyota"
X Link 2024-08-24T15:17Z [----] followers, [---] engagements
"Great news for #Miami @citsecurities gleaming new 54-story glass tower designed by Foster + Partners will include two restaurants a rooftop hotel a public waterfront terrace and perhaps a dock that would enable hotel and restaurant guests to arrive via Biscayne Bay. https://www.wsj.com/real-estate/commercial/ken-griffin-reveals-plans-for-citadels-miami-headquarters-06b4aba6mod=hp_lead_pos9 https://www.wsj.com/real-estate/commercial/ken-griffin-reveals-plans-for-citadels-miami-headquarters-06b4aba6mod=hp_lead_pos9"
X Link 2024-08-26T17:55Z [----] followers, [---] engagements
"bad data is bad data not even a merger will cover that up $RXRX"
X Link 2024-09-04T14:21Z [----] followers, [----] engagements
"Probably makes sense to read article before commenting. Were not seeing a ton of crypto companies saying they need an office space in Miami said Charnas who worked with Andreessen Horowitz on its original lease. Were seeing more interest from family offices investors and private equity"
X Link 2024-09-04T14:26Z [----] followers, [----] engagements
"While on the surface it may appear that $DPZ is some boring brick and mortar business its a tech/software enabled businesses: Dominos Pizza has been a leader in leveraging technology to improve customer experience streamline operations and drive growth. Here are some key software projects and initiatives launched by Domino's Pizza in recent years: [--]. Domino's AnyWare - Overview: This initiative allows customers to order pizza through various platforms beyond the website and mobile app such as smartwatches smart TVs voice-activated assistants (e.g. Amazon Alexa Google Home) and even"
X Link 2024-09-04T15:25Z [----] followers, [---] engagements
"is advancing the future of spine surgery: Our portfolio company is excited to share a sneak peek of our #endoscopic spine surgery robotics platform designed to revolutionize the treatment of low back pain and #radiculopathy. The 3mm x 6mm end effector is equipped with a #camera #laser fiber suction/irrigation multiple #sensors and is part of a larger #AI-enabled platform. This innovative technology aims to provide a minimally invasive solution for patients suffering from ligamentum flavum overgrowth and spinal stenosis. But that's not all - the platform is designed to be modular and"
X Link 2024-09-04T16:37Z [----] followers, [---] engagements
"$PRME Prime Medicine is a perfect example of a #VC built company unloading onto retail investors. Back in the day companies needed solid Phase [--] data to #IPO. More recently this proof of efficacy was exchanged for proof of faith. Essentially the junk #bond equivalent of the highly confident letter. That being said financing biotech is good for society however in this case - at the expense of retail"
X Link 2024-09-05T12:50Z [----] followers, [---] engagements
"@FierceMedTech FYI - the merger will not improve their clinical data $rxrx"
X Link 2024-09-05T14:03Z [----] followers, [--] engagements
"Looks like there is restored optimism for #biotech #IPO debuts and looks like $180M is the magic number. Bicara expects $182 million in net proceeds while #autoimmune biotech Zenas is eyeing $180.7 million"
X Link 2024-09-07T18:33Z [----] followers, [---] engagements
"$OSTGX may have beat the Russell2000 but failed miserably short of matching the #QQQ. why does anyone buy these funds "Osterweis posted a 13.2% 10-year annualized return through June". thats before the 1.1% fee. In comparison -over the last [--] years QQQ (Invesco QQQ Trust) has delivered an impressive annualized return of 18.65%. Fee 0.2% https://www.forbes.com/sites/hanktucker/2024/09/07/this-veteran-stock-picker-beats-the-market-following-these-strict-rules/ https://www.forbes.com/sites/hanktucker/2024/09/07/this-veteran-stock-picker-beats-the-market-following-these-strict-rules/"
X Link 2024-09-07T19:01Z [----] followers, [---] engagements
"10 years ago who could have imagined a main British newspaper saying this about the #financial prowess of #Poland: The UK spends a lot of time worrying about the competition from Germany and France but in reality we may well be looking in the wrong place. The next wave of corporate takeovers is more likely to come from Poland because increasingly thats where the money is" writes the newspaper https://www.telegraph.co.uk/business/2024/09/08/london-watch-out-wave-polish-takeovers-thomas-cook/ https://www.telegraph.co.uk/business/2024/09/08/london-watch-out-wave-polish-takeovers-thomas-cook/"
X Link 2024-09-09T12:48Z [----] followers, [---] engagements
"A real #Greek tragedy. The only way for Greece to remain competitive is to pay its people less"
X Link 2024-09-12T11:44Z [----] followers, [--] engagements
"I ask @OpenAI new model #O1 to provide me with a white paper for an endoscopic spine surgery robot. Its an esoteric topic. O1 provided a mix of nonsensical answers (like use robot for scoliosis or screw placement you do not) while leaving out key go to market strategies (like engaging KOLs). Investment bankers can sleep well tonight for now"
X Link 2024-09-12T22:36Z [----] followers, [---] engagements
"Deregulation would do a lot to spur growth. Simply modifying #GDPR would result in significant boost to small and medium enterprises Decreased investments Between May [----] and April [----] the number of monthly venture deals in the EU fell by 26.1% and the average amount raised per deal decreased by 33.8%. This decline was more pronounced for foreign investors. Reduced profits and sales Companies targeting EU markets have seen profits decrease by 8% and sales decrease by 2% on average"
X Link 2024-09-15T19:05Z [----] followers, [---] engagements
"If you did not invest in these trendy companies pre-IPO you should be buying index funds and not hot stocks"
X Link 2024-09-16T12:53Z [----] followers, [--] engagements
"An end of an era. $AMZN"
X Link 2024-09-17T13:06Z [----] followers, [--] engagements
"Always wonder what outgoing CEO thinks when he sees this. $NKE Creating shareholder value by resigning"
X Link 2024-09-19T22:44Z [----] followers, [---] engagements
"After seeing this chart it has to be embarrassing to loose any money in the US #stock market"
X Link 2024-09-20T13:37Z [----] followers, [--] engagements
"Luxembourg size homeless population in USA. Probably underestimated"
X Link 2024-09-21T12:54Z [----] followers, [--] engagements
"What happens to $SPX in the year following an #interest rate cut"
X Link 2024-09-24T00:02Z [----] followers, [---] engagements
"Here is another one. CEO resigns stock up. $MASI"
X Link 2024-09-25T14:16Z [----] followers, [---] engagements
"$aapl No its $meta"
X Link 2024-09-25T19:39Z [----] followers, [---] engagements
"#EU regulation working as designed preventing access to #llama models. Good luck to you Europe.#AI #LLM"
X Link 2024-09-27T12:52Z [----] followers, [---] engagements
"Chinese stocks roaring back $MCHI up 18% for the week as the stimulus spigot is opened wide"
X Link 2024-09-27T20:58Z [----] followers, [---] engagements
"Vice presidential debate summary: Americans shocked to see an intelligent person in office"
X Link 2024-10-02T12:23Z [----] followers, [--] engagements
"@unusual_whales They must have watched Designated Survivor"
X Link 2024-10-04T14:44Z [----] followers, [---] engagements
"Amazing how volatile the euphoriameter is relative to S&P500 $spx"
X Link 2024-10-06T21:05Z [----] followers, [---] engagements
"Are they still smiling #German delegation reaction to President #Trump at the UN in [----] saying they're on track to become totally dependent on #Russian oil:"
X Link 2024-10-09T13:47Z [----] followers, [--] engagements
"You can also make an argument that $PFE is overvalued compared to its peers and future pipeline potential"
X Link 2024-10-10T00:41Z [----] followers, [---] engagements
"This happens a day after The California Coastal Commission rejected the Air Force's plan to allow @SpaceX to launch up to [--] rockets annually from Vandenberg citing @elonmusk political posts on X. Now thats how you respond Mechazilla has caught the Super Heavy booster https://t.co/6R5YatSVJX Mechazilla has caught the Super Heavy booster https://t.co/6R5YatSVJX"
X Link 2024-10-13T14:21Z [----] followers, [--] engagements
"Best of #EU tech compared to #USA"
X Link 2024-10-15T00:43Z [----] followers, [---] engagements
"Today our portfolio company $Medicalgorithmics announced CE mark for revolutionary Virtual Cardiac Stress Test (VCAST) an AI-driven tool for the diagnosis of #coronary artery disease. It utilizes advanced algorithms to analyze data from CT scans providing non-invasive and detailed insights into coronary blood flow and the hemodynamic significance of #arterial stenosis (narrowing). VCAST offers a safer and more accessible alternative to traditional invasive diagnostic methods like Fractional Flow Reserve (FFR) which typically involves inserting a pressure wire into coronary arteries. The"
X Link 2024-10-17T13:14Z [----] followers, [----] engagements
"Despite loosing 35% of shareholders value over last [--] years (down 10% over last [--] years vs 96% increase of $SP500) Karen Lynch still got $21M per year $CVS. https://www.wsj.com/health/healthcare/cvs-names-david-joyner-as-new-chief-executive-a0a73b27mod=hp_lead_pos2 https://www.wsj.com/health/healthcare/cvs-names-david-joyner-as-new-chief-executive-a0a73b27mod=hp_lead_pos2"
X Link 2024-10-18T17:01Z [----] followers, [---] engagements
"A great article about how an electrostatic motor invented by Benjamin Franklin in [----] is getting a second life at Rockwell Automation (developed by C Motive technologies). An American story from start to finish. https://www.wsj.com/business/autos/electric-motors-are-about-to-get-a-major-upgrade-thanks-to-benjamin-franklin-e96f339dmod=mhp https://www.wsj.com/business/autos/electric-motors-are-about-to-get-a-major-upgrade-thanks-to-benjamin-franklin-e96f339dmod=mhp"
X Link 2024-10-19T20:39Z [----] followers, [--] engagements
"Four years ago every #biotech investor believed gene editing was the holy Grail. preclinical startups reached multi billion dollar valuations. Those valuations experienced a reality check while their shareholders lost 50%. it turned out that the holy grail ended up being #GLP1. And it was sitting inside of a big box pharma company $LLY (up 1000%)"
X Link 2024-10-20T15:47Z [----] followers, [---] engagements
"@r1chs0n @TihoBrkan Based on the graph you provided cash position appears to be 50% higher then last [--] year average"
X Link 2024-11-03T00:44Z [----] followers, [---] engagements
"Average Americans appear to not like communism"
X Link 2024-11-06T12:48Z [----] followers, 11.4K engagements
"Polling is difficult. Trump beat Selzer poll by 11% which by statistical standards means poll numbers might as well have been pulled from a hat"
X Link 2024-11-06T23:19Z [----] followers, [--] engagements
"@spectatorindex And its been less then [--] hrs since election"
X Link 2024-11-08T22:55Z [----] followers, 23.7K engagements
"@RyanMarino Fluoride accumulates in the body over time. Your comment relates to one time exposure from drinking water which is factually correct but appears to mislead about the accumulation of fluoride in the body over say [--] or more decades"
X Link 2024-11-09T20:38Z [----] followers, [--] engagements
"@visegrad24 Sweden needs Trump. EU politicians do not have what it takes to protect their citizens"
X Link 2024-11-10T19:21Z [----] followers, [--] engagements
"Our portfolio company is developing the future of autonomous pharmaceutical production and drug discovery #pharma #biotechnology #autonomous #robotics #cdmo http://Labtronic.tech http://Labtronic.tech"
X Link 2024-11-15T15:42Z [----] followers, [---] engagements
"@nntaleb Can you buy oil with PPP"
X Link 2024-12-14T23:29Z [----] followers, [----] engagements
"What is the technology advantage of $BTC over $Fartcoin"
X Link 2024-12-20T15:06Z [----] followers, [--] engagements
"@pitdesi Docusign is a verb when it comes to executing agreements. Thats hard to go up against"
X Link 2024-12-20T16:52Z [----] followers, [---] engagements
"@MartinShkreli While likely true you are buying the whole $ibm legacy business with that stock and that is not awesome"
X Link 2024-12-23T21:51Z [----] followers, [----] engagements
"@realDonaldTrump The Panama Canal is a critical maritime chokepoint essential for global trade and U.S. economic security. However the absence of a U.S. military presence (United States maintained a significant military presence in the Panama Canal Zone before its withdrawal in 1999) leaves the region vulnerable to geopolitical threats including growing Chinese influence and potential disruptions to this vital passage. Restoring a U.S. military presence would bolster canal security protect trade routes and reinforce regional stability"
X Link 2024-12-24T23:04Z [----] followers, [--] engagements
"@elonmusk @MarioNawfal Super talented and super motivated will sooner then later want to start their own companies further exacerbating the shortage"
X Link 2024-12-26T00:28Z [----] followers, [---] engagements
"@QuantumDom Hence the deficit :)"
X Link 2024-12-28T15:14Z [----] followers, [--] engagements
"Suspicion of rare #eye condition from #Ozempic use in Danish study. This rare condition affects the small blood vessels at the front of the optic #nerve potentially leading to sudden vision loss and visual field defects. #glp1 https://laegemiddelstyrelsen.dk/en/news/2024/suspicion-of-rare-eye-condition-from-ozempic-use-to-be-investigated-further/ https://laegemiddelstyrelsen.dk/en/news/2024/suspicion-of-rare-eye-condition-from-ozempic-use-to-be-investigated-further/"
X Link 2024-12-29T17:07Z [----] followers, [---] engagements
"Our portfolio company $Medicalgorithmics reflects on [----] as a year of significant accomplishments and growth. Heres a year-in-review summary of the milestones achieved: #Cardiology"
X Link 2024-12-30T15:11Z [----] followers, [---] engagements
"is our portfolio company focusing on #autonomous #laboratory solutions for #lifesciences The company released its latest motherboard for the LabONE robot. The new electronic system will enable precise control of the #robot support an additional rotational axis enhance system #diagnostics for greater reliability and introduce a tool-changing system. The solution is now ready for implementation and integration with the rest of the system. Stay tuned for more updates on our progress http://Labtronic.tech http://Labtronic.tech http://Labtronic.tech http://Labtronic.tech"
X Link 2024-12-30T18:44Z [----] followers, [---] engagements
"@VEGA_n1 While I have no position in either $beam will be joining $edit in terms of performance. Only people making money is management"
X Link 2024-12-31T14:31Z [----] followers, [---] engagements
"@borrowed_ideas And how much did they spend on GLP1"
X Link 2025-01-01T20:14Z [----] followers, [---] engagements
"In honor of @bryan_johnson #Netflix had to buy some DONTDIE meme coin on $Solana #SOL #solana"
X Link 2025-01-02T00:50Z [----] followers, [--] engagements
"In honor of @bryan_johnson #Netflix had to buy some $DONTDIE meme coin on $Solana #SOL #solana"
X Link 2025-01-02T01:03Z [----] followers, [---] engagements
"Neumora stock $NMRA down 80% in premarket trading as company reports data from KOASTAL-1 Study of Navacaprant in Major Depressive Study did not demonstrate statistically significant improvement on primary endpoint of reduction in depressive symptoms as measured by MADRS total score compared to placebo https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-reports-data-koastal-1-study-navacaprant/ https://ir.neumoratx.com/news-releases/news-release-details/neumora-therapeutics-reports-data-koastal-1-study-navacaprant/"
X Link 2025-01-02T13:48Z [----] followers, [---] engagements
"Where is the data suggesting that having a specialist investor is correlated with a positive outcome for new investors While most of the time the specialist is on board because of a their pre-ipo investment in the said biotech I do agree that if the specialist comes in post ipo this could be a bullish signal"
X Link 2025-01-04T13:53Z [----] followers, [---] engagements
"@nntaleb Curious how cheap humanoid robots may impact this dynamic"
X Link 2025-01-06T13:20Z [----] followers, [----] engagements
"Excited to share that our portfolio company @Dystrogen Therapeutics abstract Safety and Efficacy of DTDEC01 Therapy in Non-Ambulatory #Duchenne Muscular Dystrophy Patients up to [--] Months after Systemic Administration has been selected for an Oral Presentation at the [----] @MDAorg Muscular Dystrophy Association Clinical & Scientific Conference. #neuromuscular #celltherapy #medicine #JPM2025 Our abstract [--] - [--] https://t.co/nGeSQUm128 Our abstract [--] - [--] https://t.co/nGeSQUm128"
X Link 2025-01-13T15:14Z [----] followers, [---] engagements
"@spectatorindex The power of inflation"
X Link 2025-01-16T17:13Z [----] followers, [----] engagements
"@JeffBezos @elonmusk Team Space USA"
X Link 2025-01-16T19:06Z [----] followers, [--] engagements
"$5800 and once for these gallstones. Yes gallstones. One of the most prized ingredients in traditional Chinese medicine cattle gallstones have become so valuable that traders are willing to pay as much as $5800 an ouncetwice the price of goldfor the nuggets of hardened bile. https://www.wsj.com/world/americas/cattle-gallstones-chinese-traditional-medicine-c12d6d78mod=mhp https://www.wsj.com/world/americas/cattle-gallstones-chinese-traditional-medicine-c12d6d78mod=mhp"
X Link 2025-01-20T15:57Z [----] followers, [---] engagements
"Chinese traditional medicine is now a $60 billion-a-year industry according to the World Health Organization"
X Link 2025-01-20T16:00Z [----] followers, [--] engagements
"@NewsHour Time to cut funding here @DOGE"
X Link 2025-01-20T23:59Z [----] followers, [--] engagements
"The headline speaks for itself: a major milestone for our portfolio company $Medicalgorithmics with a contract worth 46M PLN ($11.5M). But this is just the beginning. The United States presents even greater opportunities for growth. Analysis of Medicare payment data reveals over [---] Independent Diagnostic Testing Facilities (IDTFs) generating significant revenue from #EKG analysis. These facilities could greatly enhance their efficiency and diagnostic yield with Medicalgorithmics innovative software solutions. Exciting times ahead #cardiology #rhythym #electrophysiology #AI"
X Link 2025-01-24T11:37Z [----] followers, [----] engagements
"@elonmusk Selling $nvidia in [----] tells you all you need to know about the Vision"
X Link 2025-02-12T20:14Z [----] followers, [--] engagements
"I was disappointed to see $Fartcoin did not make the US strategic reserve. https://www.wsj.com/finance/currencies/crypto-prices-jump-after-trump-announces-five-tokens-for-strategic-reserve-636f31d7 https://www.wsj.com/finance/currencies/crypto-prices-jump-after-trump-announces-five-tokens-for-strategic-reserve-636f31d7"
X Link 2025-03-02T22:17Z [----] followers, [--] engagements
"@FT 95% of these fund managers cannot beat an index fund"
X Link 2025-03-06T22:32Z [----] followers, [----] engagements
"FDA Announces Plan to Phase Out Animal Testing Requirement for Monoclonal Antibodies and Other Drugs FDA https://www.fda.gov/news-events/press-announcements/fda-announces-plan-phase-out-animal-testing-requirement-monoclonal-antibodies-and-other-drugs https://www.fda.gov/news-events/press-announcements/fda-announces-plan-phase-out-animal-testing-requirement-monoclonal-antibodies-and-other-drugs"
X Link 2025-04-10T22:42Z [----] followers, [---] engagements
"Bad news for Charles River Labs"
X Link 2025-04-10T23:53Z [----] followers, [---] engagements
"Zimmer Biomet ceo total compensation increased 47% while shareholder lost 27% over last [--] years. Clearly not aligned"
X Link 2025-04-15T21:50Z [----] followers, [---] engagements
"@KobeissiLetter This would imply that Huawei chips are equivalent which means NVidia would have lost market share regardless of trade export restriction"
X Link 2025-04-21T11:38Z [----] followers, [----] engagements
"We are swamped. We are running [--] hours a day seven days a week in both Chicago and Cleveland said Jack Schron president of Jergens Inc. which makes manufacturing tools including industrial screwdrivers clamps and hoists. https://www.wsj.com/economy/trade/trumps-tariffs-are-lifting-some-u-s-manufacturers-06b4c6e1 https://www.wsj.com/economy/trade/trumps-tariffs-are-lifting-some-u-s-manufacturers-06b4c6e1"
X Link 2025-05-04T16:55Z [----] followers, [---] engagements
"$ZBH (ZimmerBiomet) stock now down for 1yr 2yr 5yr and 10yr which is actually difficult to do when you are a profitable orthopedic powerhouse. New ceo came in over two years ago and contributed to 34% loss in market cap. If this continues at some point they will become an acquisition target"
X Link 2025-05-06T12:57Z [----] followers, [---] engagements
"$SRPT if one government post has this much impact on your survival something is wrong with your business model"
X Link 2025-05-06T17:26Z [----] followers, [----] engagements
"$PFE is down 22% for 1yr 40% at 2yrs 38% at 5yrs and 31% at 10yrs. What is the argument for NOT replacing the CEO would a different CEO lose more shareholder value then @AlbertBourla"
X Link 2025-05-14T18:07Z [----] followers, [---] engagements
"This NEJM study is the final nail in the coffin of Novo Nordisk stock. Given the choice there is no reason to take Ozempic for weight loss. $nvo"
X Link 2025-05-14T19:22Z [----] followers, [---] engagements
"$UNH If your loved one was in a nursing home and their condition worsened to the point that a doctor recommended hospital transfer for advanced carebut UnitedHealth blocked it to save moneythats not just cost-cutting. Thats putting profits over your loved ones health. it be very difficult to justify "buying the dip" https://www.theguardian.com/us-news/2025/may/21/unitedhealth-nursing-homes-payments-hospital-transfers https://www.theguardian.com/us-news/2025/may/21/unitedhealth-nursing-homes-payments-hospital-transfers"
X Link 2025-05-21T15:46Z [----] followers, [---] engagements
"Always fascinating to read about large money managers like Marshall Wace whose fund out perform other industry titans in the case Citadel but still fell short of an index fund like $qqq which returned 25% in [----]. Simply brilliant for being able to collect those fees It manages more than $70 billion and bested the performance of leviathans including Ken Griffins Citadel and Steve CohensPoint72 last year delivering a 22.7% return in the firms hallmark fund that uses the algorithms all with a staff a fraction of the size."
X Link 2025-05-30T21:01Z [----] followers, [---] engagements
"Why do we still use people to interpret critical #medical data $Medicalgorithmics DeepRhythmAIthe #FDA-approved AI algorithm that reads ambulatory ECGs with [--] fewer missed critical arrhythmias than expert humans 🫀#Medicalgorithmics is working on deploying a fully autonomous solution for #ekg signal monitoring ✅ 98.6% sensitivity vs 80.3% ✅ Just [---] vs [----] false negatives per [----] pts ✅ 99.9% NPVsafe for direct-to-physician use ✅ Empowers faster cheaper cardiac care 🌍🔬 A gamechanger in #CardiologyAIboosts accuracy reduces workload improves access. Read the full paper: Nature Med Feb 10"
X Link 2025-06-10T13:11Z [----] followers, [---] engagements
"$srpt - looks like you will need a strong immunosuppressive regimen to be a non ambulatory DMD candidate for Elevidys - which by itself carries significant morbidity. FDA surely to react to this tragic news of second patient death"
X Link 2025-06-15T10:58Z [----] followers, [----] engagements
"@pitdesi Best investments for US based dollar earners have been stocks denominated in European currencies like Polish Zloty Swedish Krona Swiss Frank and of course the Euro"
X Link 2025-06-30T08:03Z [----] followers, [---] engagements
"@MSollender Saving lives"
X Link 2025-07-14T11:19Z [----] followers, [---] engagements
"🫀 @Heartflow IPO Sizing Up the Opportunity HeartFlow a pioneer in non-invasive coronary artery disease (CAD) diagnosis using AI-based CT imaging officially filed for an IPO under ticker HTFL. The company plans to raise $100 million on Nasdaq primarily to pay down debt expand commercialization efforts and enhance R&D . Financials are impressive: $125.8 million in annual revenue for [----] (up 44% YoY) Q1 [----] revenue of $37.2 million growing 39% year-over-year However losses persist: Q1 [----] net loss of $32.3 million Market opportunity HeartFlow estimates a $5 billion+ U.S. addressable"
X Link 2025-07-24T07:05Z [----] followers, [----] engagements
"Warren taking the plunge into heavily regulated business under significant recent scrutiny should we follow🤔 $UNH https://www.cnbc.com/2025/08/14/warren-buffetts-berkshire-hathaway-unh.html https://www.cnbc.com/2025/08/14/warren-buffetts-berkshire-hathaway-unh.html"
X Link 2025-08-14T21:07Z [----] followers, [---] engagements
"Nothing captures #Polands transformation better than todays debates: not whether to build high-speed rail but whether trains should run [---] or [---] km/h. First-class problems that were unthinkable a decade ago"
X Link 2025-08-30T14:26Z [----] followers, [---] engagements
"The U.S. added [------] fewer jobs over the [--] months that ended in March Sheesh I remember when they said you couldnt trust Chinese financial data https://www.wsj.com/economy/jobs/us-job-growth-revision-a9777d98mod=mhp https://www.wsj.com/economy/jobs/us-job-growth-revision-a9777d98mod=mhp"
X Link 2025-09-09T20:22Z [----] followers, [---] engagements
"Sell the news of the #Fed rate cut kinda day"
X Link 2025-09-17T18:56Z [----] followers, [---] engagements
"Looks exciting on the surface but Im very skeptical that this will result in a commercially viable product in the next decade. Still do like $SYK https://www.medtechdive.com/news/Stryker-Siemens-Healthineers-partner-neurovascular-robotics/760382/ https://www.medtechdive.com/news/Stryker-Siemens-Healthineers-partner-neurovascular-robotics/760382/"
X Link 2025-09-17T21:09Z [----] followers, [---] engagements
"The U.S. needs to move fast to ease regulatory bottlenecks and create an incentive for robotics research and development. Market competition with Chinese suppliers could strengthen American firmsbut only if U.S. companies have freedom to experiment and iterate. #robot #ai https://www.wsj.com/opinion/china-is-winning-the-race-for-intelligent-robots-7b2416fe https://www.wsj.com/opinion/china-is-winning-the-race-for-intelligent-robots-7b2416fe"
X Link 2025-10-01T23:48Z [----] followers, [---] engagements
"For those that have teenagers at home you can witness first hand what rapid adoption looks like #SORA by @OpenAI Very bullish for #aibubble"
X Link 2025-10-11T18:44Z [----] followers, [--] engagements
"For those that have teenagers at home you can witness first hand what rapid adoption of AI Slop looks like #SORA by @OpenAI Very bullish for #aibubble"
X Link 2025-10-11T19:09Z [----] followers, [---] engagements
"There is a larger shift back to vocational education in the U.S. fueled by a desire among educators to get students started sooner on career paths that interest them while many students have grown skeptical of pricey college degrees. This approach has worked well in Germany for example https://www.wsj.com/us-news/education/healthcare-jobs-high-school-bb8dd013 https://www.wsj.com/us-news/education/healthcare-jobs-high-school-bb8dd013"
X Link 2025-10-12T13:48Z [----] followers, [---] engagements
"Looks like $BTC will be back to over 120k by end of the week with QQQ soaring back to ATH now that it appears Trump/Xi rare earth spat was based on a misunderstanding"
X Link 2025-10-12T15:39Z [----] followers, [---] engagements
"My kind of Black Monday 🤣 #DowJones #SP500 #Nasdaq"
X Link 2025-10-13T13:43Z [----] followers, [---] engagements
"How it started. How its going $nflx @netflix"
X Link 2022-04-20T13:34Z [----] followers, [--] engagements
"Top publicly traded companies doing more [------] patient monitoring sessions annually (in no particular order): $MDG Medicalgorithmics SA - we have a position $IRTC iRhythm Technologies Inc $PHG Koninklijke Philips NV $BSX Boston Scientific Corporation $BAX Baxter International Inc (Recently acquired Bardy) All companies should benefit from increased prevalence of cardiac arrhythmias as a result of an aging population and post covid cardiac complications"
X Link 2023-05-26T12:30Z [----] followers, [----] engagements
"Our team at Medicalgorithmics a Biofund portfolio company is developing next generation predictive analytics technologies in both cardiac monitoring and image analysis. $MDG software converts data information. A great example of this is the ability to predict atrial fibrillation and recurrence of stroke from wearable ECG signals or coronary artery stenosis (ie heart attack risk) from cardiac CT scans. The Global Cardiovascular Digital Solutions Market size is expected to reach $128.1 billion by [----] rising at a market growth of 4.8% CAGR Visit: https://www.medicalgorithmics.com"
X Link 2023-06-09T17:50Z [----] followers, [---] engagements
"$MDG Medicalgorithmics 👀"
X Link 2023-06-13T14:37Z [----] followers, [----] engagements
"The $RXRX + $EXAI merger: While I am a big fan of technology enabled drug discovery I do not believe that shareholders will get a better return as a result of the merger"
X Link 2024-08-09T10:46Z [----] followers, [---] engagements
"You never want to receive a deficiency letter from the #FDA but when FDA says their inspection revealed that the devices are adulterated you will immediately loose hundreds of million in market cap $GMED. Globus is a solid company and they will work through this. https://www.massdevice.com/globus-medical-fda-warning-letter-robot/ https://www.massdevice.com/globus-medical-fda-warning-letter-robot/"
X Link 2024-08-13T16:58Z [----] followers, [---] engagements
"Significant arbitrage opportunities for #PE firms on the Warsaw Stock Exchange as demonstrated by the recent CVC Capital Partners acquisition and delisting of software company Comarch. CVC will make a meaningful multiple on this transaction. There are plenty more good targets. In my view more delisting will follow. https://www.ft.com/content/d0ecd8d4-9673-40d9-b965-45862ca97bb1shareType=nongift https://www.ft.com/content/d0ecd8d4-9673-40d9-b965-45862ca97bb1shareType=nongift"
X Link 2024-08-27T14:14Z [----] followers, [---] engagements
"A wonderful Q3 for #medicalgorithmics with revenue growing 38% YoY. Congratulations to the whole team. https://www.medicalgorithmics.com/medicalgorithmics-continues-its-dynamic-growth-revenue-up-38-y-y-in-q3-driven-by-sales-in-the-us-76-y-y/ https://www.medicalgorithmics.com/medicalgorithmics-continues-its-dynamic-growth-revenue-up-38-y-y-in-q3-driven-by-sales-in-the-us-76-y-y/"
X Link 2025-10-06T19:25Z [----] followers, [---] engagements
"Looks like a good buying opportunity has been created Trump Threatens Higher Tariffs on China Citing Restrictions on Rare-Earth Elements #nasdaq #sp500 https://www.wsj.com/world/china/trump-threatens-higher-tariffs-on-china-citing-restrictions-on-rare-earth-elements-8053c81a https://www.wsj.com/world/china/trump-threatens-higher-tariffs-on-china-citing-restrictions-on-rare-earth-elements-8053c81a"
X Link 2025-10-10T15:30Z [----] followers, [---] engagements
"Its been a month since we cancelled our @netflix subscription no one at home noticed . Bearish $nflx"
X Link 2025-10-15T13:25Z [----] followers, [---] engagements
"@yaireinhorn @uniQure_NV @AliceParkNY @BiotechCH @bradloncar @SamFazeli8 has an RNAi approach similar to Uniqure's with the key differentiator being allele-preferential targeting of the CAG repeat enabling selective knockdown of mutant huntingtin while preserving more wild-type HTT function. http://Dystrogene.com http://Dystrogene.com"
X Link 2025-10-20T21:01Z [----] followers, [---] engagements
"Like I said last week $nflx #netflix"
X Link 2025-10-21T21:04Z [----] followers, [---] engagements
"With recent successes demonstrated by @uniQure_NV I wanted to highlight research done by our portfolio company which shows a CAG-targeting artificial miRNA can lower mutant huntingtin by 50% in vivo safe effective and selective. Built on the same AAV-miRNA concept as uniQures AMT-130 but with a key upgrade: allele-selective targeting of the mutant protein only. 📄 link #HuntingtonsDisease #GeneTherapy #RNAi #Neuro $qure http://cell.com http://dystrogene.com http://dystrogene.com http://cell.com http://dystrogene.com http://dystrogene.com"
X Link 2025-10-24T12:27Z [----] followers, [---] engagements
"The contrarian view is not talk of a bubble but that there is a record amount of cash parked in MM funds sitting on the sideline https://www.wsj.com/finance/stocks/why-bubbles-can-keep-inflating-in-plain-sight-a4af6aef https://www.wsj.com/finance/stocks/why-bubbles-can-keep-inflating-in-plain-sight-a4af6aef"
X Link 2025-10-25T15:55Z [----] followers, [---] engagements
"Very excited about this collaboration between #Medicalgorithmics S.A. and @lunduniversity which unlocks the opportunity to bring predictive analytics to cardiac imaging. #CCTA #cardiacimaging #cardiology #medtech #AI #FFR #atherosclerosis @kardiolytics https://www.medicalgorithmics.com/medicalgorithmics-and-lund-university-launch-landmark-ai-initiative-to-build-the-worlds-largest-cardiac-function-dataset-and-establish-a-new-global-standard-in-non-invasive-heart-diagnostics/"
X Link 2025-11-05T14:58Z [----] followers, [---] engagements
"@K_Niemietz Finland became a country on December 6th [----] after it declared independence from Russia. By same definition all countries declaring independence from Russia should be to the left of the red line"
X Link 2025-11-08T19:22Z [----] followers, [---] engagements
"@ImMeme0 @BillAckman This is like kryptonite to socialist around the world"
X Link 2026-01-03T14:12Z [----] followers, [---] engagements
"@MAGA_NEWS @BillAckman They sure seem upset to see socialism end. Socialism leads to the same outcomes irrespective of time and place"
X Link 2026-01-03T15:46Z [----] followers, [---] engagements
"Biotech rebound continues. https://www.reuters.com/business/healthcare-pharmaceuticals/mpm-bioimpact-backed-aktis-oncology-seeks-up-840-million-valuation-us-ipo-2026-01-05/ https://www.reuters.com/business/healthcare-pharmaceuticals/mpm-bioimpact-backed-aktis-oncology-seeks-up-840-million-valuation-us-ipo-2026-01-05/"
X Link 2026-01-05T15:11Z [----] followers, [---] engagements
"$arwr the reported -76.7% liver fat reduction stands out in these early data signaling potentially transformative benefits for obese diabetic patients at high risk for progressive liver disease beyond what current best-in-class treatments like tirzepatide (reportedly was 3x better) achieve alone https://twitter.com/i/web/status/2008530542770237463 https://twitter.com/i/web/status/2008530542770237463"
X Link 2026-01-06T13:26Z [----] followers, [----] engagements
"$DRUG Announces what sounds like a clinically meaningful reduction in seizures should be markedly appreciated by patients if results reproduce in Ph3. Positive Topline Results from Ph2 Clinical Trial of BMB-101 in Patients with Absence Seizures and DEE Absence: 73.1% median reduction in the number of absence seizure 3s p = [-----] DEE: 63.3% median reduction in major motor seizures https://twitter.com/i/web/status/2008535129757462554 https://twitter.com/i/web/status/2008535129757462554"
X Link 2026-01-06T13:44Z [----] followers, [---] engagements
"This application demonstrates how quickly you can augment the physician while quietly attenuating the value of medical education and training #Ai #LLM #radiology #mri We just shipped a new capability in our MRI viewerYou can now upload a lumbar or cervical MRI and directly ask in-depth clinical questions (or simply request analytics data such as surface area of thecal sac at L4-L5) about the scaninside the viewer https://t.co/gD9AXctnbo We just shipped a new capability in our MRI viewerYou can now upload a lumbar or cervical MRI and directly ask in-depth clinical questions (or simply request"
X Link 2026-01-06T13:52Z [----] followers, [---] engagements
"Very strong finish to the year we really looking forward to [----] which will be driven by $Medicalgorithmics capabilities in EKG and CCTA #AI analytics"
X Link 2026-01-07T14:12Z [----] followers, [---] engagements
"In surgical robotics news $JNJ has submitted their #Ottava system for FDA De Novo approvalearlier than expected (Q1 [----] was the whisper). This positions J&J alongside $ISRG (#daVinci) and $MDT (#HugoRAS) as potentially (key word as soft tissue robot market is 90% Intuitive right now) a major player in the US market. Unique bed-integrated design with table motion. After some past stumbles they're on track: IDE started late [----] first upper GI cases done now targeting gastric bypass/sleeve small bowel hiatal hernia + hernia IDE incoming. Since this is America and its JNJ I am sure that they"
X Link 2026-01-07T20:53Z [----] followers, [---] engagements
"$MLTX - update on sonelokimab for hidradenitis suppurativa - which by the way is a very nasty condition. FDA's Type B meeting feedback allows MoonLake Immunotherapeutics to submit a BLA for sonelokimab (SLK) in hidradenitis suppurativa (HS) by H2 [----] using data from Phase [--] MIRA (43% HiSCR75 response at 120mg) and Phase [--] VELA-1/2 trials without new studies establishing substantial evidence of effectiveness. - SLK a Nanobody inhibiting IL-17A/F demonstrated favorable safety across over [----] HS patients; VELA-2 met significance via treatment policy analysis (36% response p=0.033) despite high"
X Link 2026-01-08T14:16Z [----] followers, [---] engagements
"Well $RVMD crew. Yesterday: Stock +29% beach houses on Zillow early retirement memes flying. AbbVie takeover rumors had everyone dreaming of that sweet buyout premium. 🏖💰 Today: AbbVie says "Nah fam" and denies everything. Stock gives back the gains faster than a New Year's resolution. Guess it's back to the lab folks No golden parachute yetjust more RAS mutations to conquer and that FDA Breakthrough Therapy Designation to build on. Keep grinding team. The revolution continues. without a Big Pharma sugar daddy. 😏 But hey third BTD in the pipeline #Biotech #RVMD #Oncology"
X Link 2026-01-08T15:57Z [----] followers, [---] engagements
"$RVMD I guess you can never go wrong selling the m&a news $abbv"
X Link 2026-01-08T15:58Z [----] followers, [---] engagements
"@adamfeuerstein @mroliverbarnes Abbvie yesterday Merck today who will it be tomorrow Also pays to sell the news"
X Link 2026-01-08T21:07Z [----] followers, [---] engagements
"@mroliverbarnes Revolution Medicines' progress on RAS-targeted therapies for pancreatic cancer appears truly groundbreakinglong overdue innovation in such a tough field. Excited to see how this plays out amid the pharma M&A wave"
X Link 2026-01-08T21:17Z [----] followers, [---] engagements
"- $CYTK Morgan Stanley raised the price target for Cytokinetics (CYTK) to $90 from $71 while maintaining an Overweight rating signaling strong sector momentum. - The increase stems from expected outperformance in U.S. small-to-mid cap biotechs in [----] as these firms evolve from capital-intensive developers to revenue producers contrasting with large pharma's patent cliff challenges. - CYTK focused on #muscle activators and inhibitors for cardiovascular diseases like hypertrophic cardiomyopathy and heart failure recently saw FDA approval for its lead drug aficamten (MYQORZO) in late [----] for"
X Link 2026-01-09T11:17Z [----] followers, [---] engagements
"Oh boy $AQST just got the dreaded FDA deficiencies letter on Anaphylm 😬 Labeling talks & commitments Frozen. Stock Down 40% pre-market. PDUFA still Jan [--] [----] but oof. Company says review continues they're engaging FDA $120M cash gives breathing room global plans still on. Classic biotech gut-punch. Could be minor or not. https://twitter.com/i/web/status/2009619388618408256 https://twitter.com/i/web/status/2009619388618408256"
X Link 2026-01-09T13:32Z [----] followers, [---] engagements
"Update on $QURE Positive Momentum for Huntingtons Disease Program Today uniQure announced that a Type A meeting with the FDA has been officially scheduled. This critical discussion will focus on the Biologics License Application (BLA) data package for AMT-130 their investigational one-time gene therapy aimed at treating Huntingtons disease. The meeting centers on pathways for accelerated approval building on the strong pivotal Phase I/II topline results from September [----] where high-dose AMT-130 showed a statistically significant 75% slowing of disease progression (measured"
X Link 2026-01-09T13:49Z [----] followers, [---] engagements
"$MDGL - Madrigal Pharmaceuticals has licensed ervogastat Pfizer's Phase [--] oral DGAT2 inhibitor for $50 million upfront plus milestones up to $1.2 billion gaining exclusive global rights to develop and commercialize it for MASH treatment which clearly continues to be hot - DGAT2 inhibitors like ervogastat block diacylglycerol acyltransferase [--] to reduce hepatic triglyceride synthesis; a [----] Lancet study showed it resolved steatohepatitis in 55% of patients and cut liver fat by 61% versus 19% placebo. - This deal expands Madrigal's MASH pipeline beyond its approved THR- agonist Rezdiffra"
X Link 2026-01-09T14:03Z [----] followers, [----] engagements
"$LLY After failing to show meaningful benefits in Alzheimer's (as seen with semaglutide's recent EVOKE trial disappointments for the GLP-1 class) tirzepatide is now shooting for inflammatory conditions and hitting the mark hard. Eli Lilly just dropped positive topline results from the Phase 3b TOGETHER-PsA trial (Jan [--] 2026): adding Zepbound (tirzepatide) to Taltz (ixekizumab) crushed it in adults with active psoriatic arthritis + obesity/overweight. Key highlights: - 31.7% achieved ACR50 (50% improvement in PsA activity) + 10% weight loss vs. only 0.8% on"
X Link 2026-01-09T14:46Z [----] followers, [---] engagements
"Big Pharma's AI obsession is heating up $LLY just inked a deal with Chai Discovery for AI-powered molecule design in biologics building on their [----] partnerships like Superluminal for cardiometabolic therapies Creyon Bio for RNA oligos and Juvena for muscle health. They're not alone$AZN teamed with CSPC for chronic disease candidates $Nvo with Deep Apple for obesity drugs and $JnJ with $Nvidia for surgical simulations. These platforms are slashing R&D timelines and tackling patent cliffs head-on. #biotech #AI #AIinPharma #Pharma #DrugInnovation"
X Link 2026-01-09T16:35Z [----] followers, [---] engagements
"Here are three major biotech catalysts this week that could drive significant stock movement: Atara Biotherapeutics $ATRA) Travere Therapeutics $TVTX) and **Fortress Biotech $FBIO) all with PDUFA dates on the FDA calendar Today (Jan [--] yes a Saturday): $ATRA's tabelecleucel (tab-cel) PDUFA for EBV+ PTLD potential first U.S. approval for this rare aggressive condition in post-transplant patients. Priority review after resubmission; if greenlit $ATRA gets a $40M milestone from Pierre Fabre High-stakes cell therapy play. Next up: - Jan 13: $TVTX's FILSPARI (sparsentan) sNDA PDUFA for FSGS could"
X Link 2026-01-10T14:24Z [----] followers, [----] engagements
"🚨 Abivax $ABVX Spotlight: M&A Speculation Heats Up at #JPM2026 - Shares surged 23% pre-market on renewed rumors of interest from U.S. pharma giants like $LLY with reports of a potential 15B bid. - Focus on its immunology pipeline led by obefazimod showing strong Phase [--] results in ulcerative colitis. - CEO Marc de Garidel highlights [----] data milestones amid a breakout [----] where stock rose over 1600%. Biotech watchers: Could this be the beginning of the next big wave of biotech acquisitions #Biotech #Stocks #Healthcare https://twitter.com/i/web/status/2010696534392709503"
X Link 2026-01-12T12:53Z [----] followers, [---] engagements
"Alphatec Holdings (NASDAQ: $ATEC) just inked an exclusive U.S. distribution agreement with Theradaptive for OsteoAdapt their next-gen re-engineered rhBMP-2 biologic targeted at spinal fusion. Announced today (Jan [--] 2026) this pairs Theradaptive's proprietary AMP protein tech (designed for precise localized bone formation with lower doses easier handling and better safety than legacy rhBMP-2 products like Infuse) with ATEC's rapidly scaling spine platform and best-in-class commercial engine. Key highlights from my perspective as an investor: - De-risked entry into biologics upside"
X Link 2026-01-12T20:43Z [----] followers, [---] engagements
"Big news in surgical robotics 🚀 @Distalmotion just announced a strategic investment from Johnson & Johnson Innovation (JJDC) to accelerate the expansion of their innovative DEXTER robotic system into Ambulatory Surgery Centers (ASCs). DEXTER purpose-built for outpatient settings with its small mobile footprint open architecture & seamless integration with existing equipment is already FDA-cleared for key procedures like hernia repair cholecystectomy and benign hysterectomy. Over [----] patients treated across Europe and the US Per CEO Greg Roche: this investment is an important"
X Link 2026-01-12T21:34Z [----] followers, [---] engagements
"$PFE Bold Reset at #JPM26** Pfizer CEO Albert Bourla took the stage at the J.P. Morgan Healthcare Conference declaring a clear "post-Covid reset" moving past pandemic volatility to a catalyst-rich [----] focused on execution cost discipline and big bets in high-growth areas. Key highlights: - Aggressive push into obesity eyeing a $150B market by [----] with a consumer-driven boom (think Viagra-level demand). - Post-Metsera acquisition plans to kick off 10 Phase [--] trials this year for next-gen assets like ultra-long-acting GLP-1s + amylin combos early data shows strong 8.4% placebo-adjusted"
X Link 2026-01-14T11:48Z [----] followers, [----] engagements
"In the spine world news out of @CerapedicsInc The U.S. FDA has approved a significant label expansion for PearlMatrix P-15 Peptide Enhanced Bone Graft now cleared for open or minimally invasive single-level ALIF PLIF OLIF and lateral (LLIF) lumbar interbody fusions in addition to the original TLIF indication. Plus it's now approved for use with titanium alloy and PEEK/titanium interbody cages (alongside PEEK cages). PearlMatrix remains the first and only Class III drug-device bone graft proven to accelerate lumbar fusion. This opens up broader options for surgeons and patients"
X Link 2026-01-14T14:47Z [----] followers, [---] engagements
"The 44th #JPM26 Healthcare Conference wrapped up today and honestly. it was kind of a letdown on the deal front. 😕 Pre-event hype was massive: patent cliffs cash piles lighter antitrust vibes and bankers teasing a mega-merger wave to top 2019/2021. Everyone flew into SF expecting fireworksbig pharma scooping up biotechs left and right. What we got Solid but incremental stuff: - $LLY + $NVDA $1B AI lab expansion - $ABBV/RemeGen oncology licensing ($5B potential) - Novartis China biotech deals ($50M$1.5B range) - A bunch of pipeline/AI/obesity chatter Then on the final day: $BSX drops the one"
X Link 2026-01-15T12:29Z [----] followers, [---] engagements
"Big morning mover: $OCUL surging 13-23% pre-market on renewed M&A buzz 🔥 La Lettre reports $SNY gearing up a sweeter takeover offer after $OCUL rejected their initial $16/share bid back in Sept '25. Strong ophthalmology pipeline (AXPAXLI Ph3 data Q1 '26) in play. Catalyst loading 📈 #Biotech https://twitter.com/i/web/status/2011784256092086452 https://twitter.com/i/web/status/2011784256092086452"
X Link 2026-01-15T12:55Z [----] followers, [---] engagements
"@OpenAI Of course the best ads are targeted ads. How else to target ads effectively without using the users chat history"
X Link 2026-01-17T14:53Z [----] followers, [--] engagements
"@JorgeCondeBio Great analogy. Essentially nano surgery (to contrast with micro surgery)"
X Link 2026-01-20T22:43Z [----] followers, [---] engagements
"Hopstem Biotechnology announced that the FDA has granted approval for their hNPC01 (an iPSC-derived neural cell therapy) to proceed into a Phase 2/3 adaptive pivotal clinical trial for chronic ischemic stroke including a bridging study. This follows a positive End-of-Phase [--] meeting and leverages Fast Track Designation. It's a significant step for regenerative medicine in stroke recovery potentially accelerating development. #Biotech http://www.hopstem.com/en/ http://www.hopstem.com/en/ http://www.hopstem.com/en/ http://www.hopstem.com/en/"
X Link 2026-01-21T12:45Z [----] followers, [---] engagements
"Interesting point about the sheer number of distinct molecules our bodies work with. That said nearly all of them (9899% of atoms) are built from just six core elements: C H N O P S (the classic CHNOPS set). The rest are mostly trace metals and ions playing supporting roles. So while the molecular diversity is massive it emerges from combinatorial arrangements of a very small set of atomic building blocksmuch like how huge variety comes from a limited LEGO palette. Curious what you see as the main takeaway for supplementation strategies given that foundation."
X Link 2026-01-24T15:15Z [----] followers, [----] engagements
"$EIKN Eikon Therapeutics already a $1B+ private fundraising machine under Roger Perlmutter is still capital-hungry enough to hit the public markets for up to $318M in its IPO (targeting $908M valuation at the high end). $MRK Merck is reportedly stepping up with a $30M anchor stake in the offering a nice vote of confidence from Perlmutter's old shop (and likely a pipeline-access play). But will broader investors follow Eikon's burning cash fast on late-stage trials (EIK1001 + Keytruda combo data due H2 2026) a high-throughput platform and no revenue yet. In this cautious biotech window Merck's"
X Link 2026-01-29T12:18Z [----] followers, [----] engagements
"🚨 Biotech Buzz at #JPM2026: Key pre-market updates from publicly traded firms. - Oruka Therapeutics $ORKA: Positive Phase [--] data for psoriasis drug ORKA-002; EVERLAST-B trial starts for ORKA-001. - Abivax $ABVX: Shares up 23% on M&A rumors with US pharma interest. - BioNTech $BNTX: [----] outlook highlights oncology milestones; +1% pre-market. - Relmada $RLMD: FDA alignment on REL-1017 for depression; Phase [--] data expected. - ANI Pharma $ANIP: Strong 2025-26 guidance in rare diseases/generics. - Foghorn $FHTX: Equity raise & oncology advances. - Scholar Rock $SRRK: Phase [--] success in SMA;"
X Link 2026-01-12T12:47Z [----] followers, [----] engagements
"** $RGNX REGENXBIO's Pivotal Year: Key Gene Therapy Programs** Amid FDA tightening evidentiary standards for rare disease approvals REGENXBIO (NASDAQ: $RGNX) faces defining [----] milestones with its lead programs: RGX-121 for Hunter syndrome (MPS II) and RGX-202 for Duchenne muscular dystrophy (DMD). ### RGX-121 for Hunter Syndrome (MPS II) Rare X-linked disorder (1 in 100000-170000 male births) caused by IDS enzyme deficiency leading to glycosaminoglycan buildup and severe neurocognitive decline. No curative options cross the blood-brain barrier effectively. RGX-121: One-time AAV9 gene"
X Link 2026-01-22T13:00Z [----] followers, [----] engagements
"Big news from $SRPT today: Sarepta Therapeutics released positive three-year topline data from the EMBARK Phase [--] study of ELEVIDYS showing the gene therapy significantly slows Duchenne muscular dystrophy (DMD) progression in ambulatory patients aged 4-7. Treated kids maintained or improved key motor functions like NSAA scores while untreated patients declineda durable treatment effect with no new safety signals. Stock popped around 9-10% on the update. My take: This is a strong win for Sarepta shareholders. DMD is a relentlessly progressive disease so three years of functional stability or"
X Link 2026-01-26T18:48Z [----] followers, [----] engagements
"🚀 $ATAI (now AtaiBeckley near-term drivers in 2026: Fresh from their Jan [--] update ahead of JPM Healthcare Conf. - Positive Ph2b for BPL-003 in TRD: Single-dose durable effects; OLE backs 12mg repeat. - FDA EoP2 mtg Q1'26 for Ph3 guidance; potential Ph3 start Q2'26. - More catalysts: EMP-01 topline Q1'26; VLS-01 H2'26. - Corp: US redomicile NASDAQ Biotech Index add; funded to [----]. Post-Beckley merger synergies fueling psychedelic MH boom Watch #ATAI #Biotech #Stocks https://www.ataibeckley.com https://www.ataibeckley.com"
X Link 2026-02-09T17:07Z [----] followers, [---] engagements
"BridgeBio Pharma $BBIO stock up 20% premarket after dropping positive Phase [--] topline results for oral infigratinib in kids with achondroplasia (most common form of dwarfism) The PROPEL [--] trial hit its primary endpoint: +2.1 cm/year annualized height velocity vs placebo (stat sig LS mean diff +1.74 cm/year). It even showed the first statistically significant improvements in body proportionality Outperforms BioMarin's Voxzogo in key growth metrics sets up a strong potential competitor. Plans to file NDA/MAA in 2H [----]. Exciting step for rare disease patients #Biotech #Achondroplasia"
X Link 2026-02-12T12:50Z [----] followers, [----] engagements
"@BitcoinNewsCom Rich people will move and middle class will not buy stocks"
X Link 2026-02-12T19:40Z [----] followers, [----] engagements
"#Kamala now proposes to increase capital gains tax by only 43% versus the previous 100% increase 🙏🙏. This little increase would encourage investment in entrepreneurship and access to capital for small businesses🤡 https://www.wsj.com/politics/elections/kamala-harris-to-pare-back-bidens-capital-gains-tax-proposal-14c537b1mod=mhp https://www.wsj.com/politics/elections/kamala-harris-to-pare-back-bidens-capital-gains-tax-proposal-14c537b1mod=mhp"
X Link 2024-09-04T22:54Z [----] followers, [---] engagements
"I found this battle for what would it appear by all counts to be a very distressed #biotechnology asset interesting. Singular Genomics Systems Inc. (Nasdaq: OMIC) has agreed to be acquired by an affiliate of Deerfield Management Company L.P. for $20.00 per share in cash. This transaction announced on December [--] [----] values the San Diego-based life science technology company at approximately $50 million based on its [---] million outstanding shares. The acquisition price represents a substantial 254% premium over Singular Genomics closing share price prior to the public disclosure of Deerfields"
X Link 2024-12-29T19:41Z [----] followers, [---] engagements
"$FBLG In the spine world FibroBiologics announced positive preclinical results for FSdC a spheroid-based cell therapy for degenerative disc disease (DDD). I am always more then skeptical of pre clinical data in DDD as in simply does not translate well to humans (for example humans are bipedal while animals are not) Company reported that in animal models FSdC demonstrated superior and sustained recovery of intervertebral disc height (As a side note disc height and pain correlate poorly) compared with 2D fibroblasts and conventional fibroblast spheroids. At [--] weeks FSdC achieved the strongest"
X Link 2026-01-06T14:58Z [----] followers, [---] engagements
"$RBOT building surgical robot is not only hard but can be extremely expensive. Vicarious currently has an $18 million stock market capitalization while their annual burn rate is $35 million can they pull a rabbit out of the hat and get the cash needed to see this through Im saying no although their ip may get acquired in a fire sale (maybe wed be interested in taking a look at that point) #surgery #robot #medtech https://twitter.com/i/web/status/2008638111883153886 https://twitter.com/i/web/status/2008638111883153886"
X Link 2026-01-06T20:33Z [----] followers, [---] engagements
"Total equity capital raised across private SPAC and post-SPAC rounds is approximately $314320 million in gross proceeds (private $45M + SPAC $220M + post-SPAC $51M+). As a comparison @CMRSurgical has raised approximately $1.351.42 billion to commercialize their platform. Staying private has its advantages. https://twitter.com/i/web/status/2008655832096092465 https://twitter.com/i/web/status/2008655832096092465"
X Link 2026-01-06T21:44Z [----] followers, [---] engagements
"$srpt whats great about this approach (versus $qure) is the route of administration (uniqure requires craniotomy a very invasive procedure relatively speaking). SRP-1005 (formerly ARO-HTT) is designed to cross the blood-brain barrier (BBB) while being administered via subcutaneous injection. This is enabled by Arrowhead Pharmaceuticals' proprietary TRiM platform which conjugates the siRNA to a ligand that targets the transferrin receptor (TfR1) on brain endothelial cells. This receptor-mediated transport actively shuttles the therapeutic across the BBB into the central nervous system (CNS)"
X Link 2026-01-07T15:32Z [----] followers, [----] engagements
"#Biotech Catalyst Watch for Today: Several companies have key data releases scheduledJazz Pharmaceuticals $JAZZ with Phase [--] late-breaking presentation on Ziihera for HER2-positive gastroesophageal adenocarcinoma at ASCO GI; Acrivon Therapeutics $ACRV with Phase 2b update on ACR-368 for ovarian and other cancers; and Krystal Biotech $KRYS with Phase [--] data on KB407 for cystic fibrosis. Will these (and what direction) drive stock movements based on trial outcomes. Overall the sector is buzzing ahead of the JPMorgan Healthcare Conference next week with themes like M&A obesity treatments and AI"
X Link 2026-01-08T12:54Z [----] followers, [---] engagements
"Noetik scores $50M from $GSK for access to their AI cancer models. Appears that Pharma giants are starting to treat #AI like foundational tech not side gimmicks. Skeptics said AI biotech hype wouldn't lastis this where the industry is going So far the answer appears to be a Clearly yes. Validation level: this will only be answered after clinical success can be directly traced to the Ai (meaning were it not for the AI it wool not have happened) Link: Feel free to tweak or add emojis/hashtags like #TechBio #AIBiotech #CancerResearch. These lean into the excitement while nodding to the shift"
X Link 2026-01-08T19:36Z [----] followers, [---] engagements
"Strong finish for $GMED After swallowing Nuvasive it appears integration of that acquisition is going well. Globus Medical just dropped preliminary Q4 [----] results: 🔥 Record Q4 revenue $823M (+25.2% YoY) 📈 Full-year [----] revenue $2.936B (+16.5% YoY) 💪 Base business (ex-Nevro) up 10% in Q4 driven by US Spine & record Enabling Technologies performance Looking ahead: [----] guidance $3.18B$3.22B revenue and $4.30$4.40 non-GAAP EPS. Clear beat on estimates no wonder shares are surging after-hours 🚀 Full details: #GMED #MedTech #Earnings"
X Link 2026-01-08T21:32Z [----] followers, [---] engagements
"$RVMD Why Revolution Medicines is the Hottest Biotech Company in the World Right Now If you're in biotech you've probably heard the buzz around Revolution Medicines ($RVMD). This Redwood City-based powerhouse is turning heads with its groundbreaking work on RAS-targeted therapies tackling some of the toughest cancers out there. Here's what makes them the absolute hottest player in the space as we kick off 2026: [--]. RAS Revolution: Cracking the "Undruggable" Code Revolution Medicines is leading the charge against RAS mutations which drive about 30% of all human cancers. Their pipeline focuses"
X Link 2026-01-09T22:19Z [----] followers, [----] engagements
"The Lucrative Niche of BMP-2 in Orthobiologics: $MDT Medtronic's Legacy and the Rise of Startups Bone Morphogenetic Protein-2 (BMP-2) is a powerhouse in the orthobiologics space specifically designed to induce new bone formation and accelerate healing in orthopedic applications. It works by binding to receptors on progenitor cells triggering a signaling cascade that promotes their differentiation into osteoblaststhe cells responsible for building bone tissuewhile also enhancing vascularization and matrix production for robust regeneration. Medtronic pioneered commercial BMP-2 with its Infuse"
X Link 2026-01-11T13:44Z [----] followers, [---] engagements
"$LYRA ouch Lyra Therapeutics just announced they're suspending development of LYR-210 for chronic rhinosinusitis despite positive Phase [--] ENLIGHTEN [--] data last year. Massive workforce cut (all [--] remaining staff) exploring strategic alternatives/sale. Cash runway to Q3 [----]. Stock tanking hard in pre-market. Brutal day for biotechs. 😔 (Not investment advice) #biotech #LYRA https://twitter.com/i/web/status/2010709988243546218 https://twitter.com/i/web/status/2010709988243546218"
X Link 2026-01-12T13:46Z [----] followers, [---] engagements
"Acquisition blocked 🚫 The FTC has halted $EW Edwards Lifesciences' $1.2B bid for JenaValve Technology after months of review. Citing Edwards' prior JC Medical buy they fear monopolization in the aortic regurgitation market. JenaValve's TRILOGY TAVR & JC's J-Valve both target AR. Will another buyer swoop in The is a very hot market in #cardiology #MedTech #FTC #Mergers https://jenavalve.com https://jenavalve.com"
X Link 2026-01-12T14:04Z [----] followers, [---] engagements
"$SRPT stock is tanking hard after Sarepta's Q4 [----] Elevidys sales miss$110M vs. $120M expected continuing the slide from Q3. Safety issues and manufacturing woes piling on. Competitors like Solid Bio and REGENXBIO eyeing the DMD market.#Biotech"
X Link 2026-01-12T17:38Z [----] followers, [----] engagements
"$ILMN Illumina just dropped a major announcement at #JPMHC26 today (Day 2): the Billion Cell Atlas the world's largest genome-wide genetic perturbation dataset designed to supercharge AI-powered drug discovery. Built through their new BioInsight business it maps how [--] billion individual cells respond to CRISPR-edited genetic changes (switching [-----] genes on/off) across 200+ disease-relevant cell lines. Already partnering with heavy hitters like $AZN (AstraZeneca) $MRK (Merck) and $LLY (Eli Lilly) as founding participants Merck plans to use it directly to train their AI models for precision"
X Link 2026-01-13T22:47Z [----] followers, [---] engagements
"#Biotech investors heads up While the week of Jan 18-25 [----] looks quiet for major trial readouts or #FDA decisions anticipation is building for several key events at the end of the month that could swing stock prices. These PDUFA dates and phase readouts might spark pre-event volatilityhere's a breakdown in this thread. #Stocks 1/ First Aquestive Therapeutics $AQST has a PDUFA date on Jan [--] for Anaphylm an innovative sublingual film version of epinephrine for emergency treatment of severe allergic reactions like anaphylaxis. This could be a game-changer as a needle-free alternative to"
X Link 2026-01-18T15:37Z [----] followers, [----] engagements
"Big week for biotech IPOs signaling a strong rebound in investor enthusiasm post-JPMorgan Healthcare Conference AgomAb Therapeutics (proposed ticker: AGMB) a clinical-stage leader in fibrosis is developing novel disease-modifying therapies to resolve fibrosis repair tissue damage and restore organ function. They target key pathways like TGF (with GI-restricted & inhaled ALK5 inhibitors) and HGF/MET for regenerative potential. Their lead ontunisertib (AGMB-129) showed positive Phase 2a data in fibrostenosing Crohns Disease (a major cause of surgery in Crohns patients with no approved"
X Link 2026-01-20T00:24Z [----] followers, [----] engagements
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