# ![@stocksdd Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::371381997.png) @stocksdd Stocks DD

Stocks DD posts on X about $mreo, $rare, $nktr, $aqst the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::371381997/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::371381997/c:line/m:interactions.svg)

- [--] Week [--] -66%
- [--] Month [---] -96%
- [--] Months [------] -18%
- [--] Year [------] +213%

### Mentions: [--] [#](/creator/twitter::371381997/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::371381997/c:line/m:posts_active.svg)

- [--] Week [--] -50%
- [--] Month [--] -64%
- [--] Months [--] +35%
- [--] Year [--] +310%

### Followers: [------] [#](/creator/twitter::371381997/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::371381997/c:line/m:followers.svg)

- [--] Week [---] -0.33%
- [--] Month [---] -0.33%
- [--] Months [---] +3.80%
- [--] Year [---] +2.40%

### CreatorRank: undefined [#](/creator/twitter::371381997/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::371381997/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[$mreo](/topic/$mreo), [$rare](/topic/$rare), [$nktr](/topic/$nktr), [$aqst](/topic/$aqst), [$mist](/topic/$mist), [short interest](/topic/short-interest), [market cap](/topic/market-cap), [$abvx](/topic/$abvx), [$open](/topic/$open), [sanofi](/topic/sanofi)

**Top accounts mentioned or mentioned by**
[@semodough](/creator/undefined) [@javier944712106](/creator/undefined) [@pharmdca](/creator/undefined) [@feldtinvesting](/creator/undefined) [@sharkbiotech](/creator/undefined) [@stephanklingel1](/creator/undefined) [@wkissel](/creator/undefined) [@almightyzeeza](/creator/undefined) [@mereobiopharma](/creator/undefined) [@wz2013](/creator/undefined) [@maximusholla](/creator/undefined) [@revshark](/creator/undefined) [@ej23ny](/creator/undefined) [@sanofi](/creator/undefined) [@mtheory11bio](/creator/undefined) [@billackman](/creator/undefined) [@mattbiotech](/creator/undefined) [@larrywabrams](/creator/undefined) [@avidresearch](/creator/undefined) [@tonythearena](/creator/undefined)

**Top assets mentioned**
[SuperRare (RARE)](/topic/$rare) [Mist (MIST)](/topic/$mist) [Abivax SA (ABVX)](/topic/$abvx) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Sanofi (SNY)](/topic/sanofi) [uniQure N.V. (QURE)](/topic/$qure) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [AstraZeneca PLC (AZN)](/topic/$azn) [Novartis AG (NVS)](/topic/$nvs) [Icahn Enterprises L.P (IEP)](/topic/$iep) [Vertex Protocol (VRTX)](/topic/$vrtx) [Insmed, Inc. (INSM)](/topic/$insm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Eli Lilly and Company (LLY)](/topic/$lly) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [GSK plc (GSK)](/topic/$gsk) [TAROF (TAROF)](/topic/$tarof)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$tarof -taro pharma - week or so back alerted some fund managers about this special situation"  
[X Link](https://x.com/stocksdd/status/182599826670747650)  2012-03-21T22:49Z [---] followers, [--] engagements


"@BIOTECHSCANNER In [----] total Rx for epinephrine was 1.28million. where do you get [--] million Really 30-40 million Is that a joke Plus there is ton of competition (current & future). Pricing will be low & limited by competition & payer coverage. And $AQST market cap is already $740m"  
[X Link](https://x.com/stocksdd/status/1998794373740601622)  2025-12-10T16:38Z [---] followers, [--] engagements


"$MIST $AQST a lot of retail buy into FDA approval catalyst trade & get burnt. Not every stock will move after approval. Look at valuation commercialization risk. Some hedge funds are likely playing this trade. $AQST with its $700m mcap has 19% short interest"  
[X Link](https://x.com/anyuser/status/2001664483073433622)  2025-12-18T14:42Z [---] followers, [----] engagements


"@meremrtl @RoamingCapital "short term pdufa action catalyst trade" doesn't work if valuation is already high or commercialization path isn't straightforward. Retail traders end up selling for loss. Possible hedgies short-sell more upon approval to drive down price but in due course will cover for profit"  
[X Link](https://x.com/stocksdd/status/2001804184627351928)  2025-12-18T23:58Z [---] followers, [---] engagements


"In Dec short interest went up further to 21.99m shares or 20.6% of the float. $720m valuation is too high even after approval. [----] US market for epinepherine $1.1b & has entrenched competition . $AQST Check what happened to $MIST share price after fda approval"  
[X Link](https://x.com/anyuser/status/2004663148994068753)  2025-12-26T21:18Z [---] followers, [----] engagements


"Have no position in $AQST at this time. But I stand by what I said before. Don't underestimate short sellers. $MIST short interest went up significantly months before PDUFA date & then it traded down with 10x volume upon FDA approval. Do your own DD. This is NOT any advice"  
[X Link](https://x.com/anyuser/status/2004730701963555227)  2025-12-27T01:47Z [---] followers, [----] engagements


"@WestlakeEquit @richtrades100 @firebutworking 20m shares short. 18% short interest. [----] days to cover In biotech catalyst based investing is super risky with short term price manipulation by big whales.better to invest for long haul in good under valued business $aqst"  
[X Link](https://x.com/stocksdd/status/2018326199177826555)  2026-02-02T14:10Z [---] followers, [---] engagements


"@greg16676935420 @PeterSchiff @elonmusk Probably true if we're talking about the new upcoming civilization in Mars that Musk is seeding. On Earth we trust gold bars. #NOShitCoin #ShitCoinIsRatPoison #ShitCoi nIsZero"  
[X Link](https://x.com/stocksdd/status/1545534329417125888)  2022-07-08T22:24Z [---] followers, [--] engagements


"@PersimmonTI $mreo $rare biophosphate therapy(esp thru IV) has shown 50-60% reduction in bone fracture rate in OI children & 30% increase in BMD. So the bar is pretty high for setursamab. Why are analysts missing this Thoughts @Pharmdca @semodough"  
[X Link](https://x.com/stocksdd/status/1894042712933884045)  2025-02-24T15:12Z [---] followers, [---] engagements


"@westieofwallst @PersimmonTI @Pharmdca @semodough Here are a few studies where biophosphate has shown reduction in fracture rate besides increase in BMD Munns et al. (2010) Nishimura et al. (2012) Bishop et al. (2013) $mreo $rare"  
[X Link](https://x.com/stocksdd/status/1894137573649649951)  2025-02-24T21:29Z [---] followers, [---] engagements


"@westieofwallst @PersimmonTI @Pharmdca @semodough $mreo $rare biophosphate therapy in OI https://pubmed.ncbi.nlm.nih.gov/23927913/ https://pubmed.ncbi.nlm.nih.gov/23927913/"  
[X Link](https://x.com/stocksdd/status/1894139745782964533)  2025-02-24T21:38Z [---] followers, [---] engagements


"@FeldtInvesting @MereoBioPharma @sharkbiotech @semodough @Javier944712106 Today's $RARE cantor conf call Management states at 8:10 min "we know in open label cosmic trial patients taking bisphosphonates are fracturing at a higher rate & they're asking they wanna switch to setrusumab" $MREO @RevShark https://sqps.onstreamsecure.com/origin/enliven/players/EnlivenPlayer.htmlcustomerId=22&eventId=10108353&checkCompany=1&checkEmail=1&checkName=1 https://sqps.onstreamsecure.com/origin/enliven/players/EnlivenPlayer.htmlcustomerId=22&eventId=10108353&checkCompany=1&checkEmail=1&checkName=1"  
[X Link](https://x.com/stocksdd/status/1963745488429339061)  2025-09-04T23:26Z [---] followers, [----] engagements


"@FeldtInvesting @MereoBioPharma @sharkbiotech @semodough @Javier944712106 @RevShark Why is Denise talking about a new P2 for alvelostat in bronchiectasis A simple ChatGpt DD says NE activity inhibition in sputum is key & while brensocatib was effective here Alvelostat did not show significant reduction in NE activity in sputum & hence no clinical benefit $mreo"  
[X Link](https://x.com/stocksdd/status/1964382165548093536)  2025-09-06T17:36Z [---] followers, [---] engagements


"@StephanKlingel1 @semodough @PharmDabbler @Pharmdca @mtheory11bio @wkissel @FeldtInvesting $MREO $NKTR $ABVX $OPEN $ FNMA ultragenyx again sounded confident in setrusumab. Mgmt even stated they're seeing higher fracture rate in bisphosphonates group than setrusumab in the open label cosmic trial (8 min mark) Listen in - https://sqps.onstreamsecure.com/origin/enliven/players/EnlivenPlayer.htmlcustomerId=22&eventId=10108353&checkCompany=1&checkEmail=1&checkName=1"  
[X Link](https://x.com/stocksdd/status/1968039356620476883)  2025-09-16T19:48Z [---] followers, [----] engagements


"@s6m6w6 @StephanKlingel1 @semodough @PharmDabbler @Pharmdca @mtheory11bio @wkissel @FeldtInvesting @ShaunZanganeh24 $RARE ceo seems to have higher degree of confidnce in Cosmic. Could it be bcoz [--]. Age 2-6 yrs-growing children new bone formation(&bone strength) vs just bone resorption helps [--]. some treatment-naive patients.reduces any blunting effect of prior bisphos use on setrusumab $mreo"  
[X Link](https://x.com/stocksdd/status/1970596607793209690)  2025-09-23T21:10Z [---] followers, [---] engagements


"@DanBrickner2 @FeldtInvesting $mreo $rare $nktr $qure $open Cosmic likely has some treatment naive or very short period prior BP use patients.Orbit p3 may have ton of patients with long term(1 year+) BP use. See the attenuating effect of long term BP use on sclerostin inhibitors - https://docs.google.com/document/d/1ZnxBLRRCwqFCDbavBZdUkDy22_BdiYsFwVWOTQWSo9g/editusp=drivesdk https://docs.google.com/document/d/1ZnxBLRRCwqFCDbavBZdUkDy22_BdiYsFwVWOTQWSo9g/editusp=drivesdk"  
[X Link](https://x.com/stocksdd/status/1971640584663453807)  2025-09-26T18:18Z [---] followers, [----] engagements


"@FeldtInvesting @seedy19tron Handicapping odds of a litigation is almost impossible . Literally anything can happen $nktr $abvx $qure $open $mreo"  
[X Link](https://x.com/stocksdd/status/1973109440158245341)  2025-09-30T19:35Z [---] followers, [---] engagements


"$rare $mreo this [--] minute audio clip is worth a listen where management is talking about open label p3 cosmic trial which is ending in October $nktr $qure $open $abvx $mltx @FeldtInvesting @MereoBioPharma @sharkbiotech @semodough @Javier944712106 Today's $RARE cantor conf call Management states at 8:10 min "we know in open label cosmic trial patients taking bisphosphonates are fracturing at a higher rate & they're asking they wanna switch to setrusumab" $MREO https://t.co/tUV4KTmjGh @RevShark @FeldtInvesting @MereoBioPharma @sharkbiotech @semodough @Javier944712106 Today's $RARE cantor conf"  
[X Link](https://x.com/stocksdd/status/1974107457749414388)  2025-10-03T13:41Z [---] followers, [----] engagements


"@medstudentinvst @DarrenEstes @Javier944712106 @AndrewS87261985 mgmt stated if [--] p3 trial hits stat sig & the other doesn't but end pt trends r good drug likely will get approved. Wth just [--] mth to go mgmt stated that in cosmic trial they're seeing much higher fracture rates in Bisphos group than in setrusumab. $MREO https://x.com/stocksdd/status/1963745488429339061 https://x.com/stocksdd/status/1963745488429339061"  
[X Link](https://x.com/stocksdd/status/1975255245300376024)  2025-10-06T17:42Z [---] followers, [---] engagements


"@medstudentinvst @DarrenEstes @Javier944712106 @AndrewS87261985 Obviously both MREO & RARE r risky Prblm with RARE. It's not simple. Despite having many successfl commercial drugs have burned $100s of m every year. Accum deficit as of last Q= $4.1B. This is -ve $43.75 per share. Not a great track record [--] of 2"  
[X Link](https://x.com/stocksdd/status/1975327020180775146)  2025-10-06T22:27Z [---] followers, [--] engagements


"@medstudentinvst @DarrenEstes @Javier944712106 @AndrewS87261985 $Mreo is simple. mcap -cash= $260m. u get 1(or [--] if u incl Alvelostat) late stage assets & $245m mil paymt+2-digit US sales royalties to bottomline. They r lean. My guess is if a setrusu p3 trial fails they may try to salvage setrusu by designing a new trial w less variability"  
[X Link](https://x.com/stocksdd/status/1975328238063976474)  2025-10-06T22:32Z [---] followers, [---] engagements


"@bkfViking123 For technical traders $mreo $2.1 is 100-day MA. Bullish if it breaks out with higher volume $2.46 is the next important price point as that would be 200-day MA $nktr $qure $abvx $mltx $pali $open"  
[X Link](https://x.com/stocksdd/status/1976374406915231925)  2025-10-09T19:49Z [---] followers, [----] engagements


"@FeldtInvesting @TCFFTK $MREO buyout rumor from [--] years ago. These companies are their business partners $AZN $NVS $RARE $nktr $abvx $pali $qure https://www.biospace.com/rumor-has-it-astrazeneca-sets-its-sights-on-small-partner https://www.biospace.com/rumor-has-it-astrazeneca-sets-its-sights-on-small-partner"  
[X Link](https://x.com/stocksdd/status/1977738287163883562)  2025-10-13T14:08Z [---] followers, [---] engagements


"@FeldtInvesting @TCFFTK OT:why is $rare so confident that one of the p3 trials will hit stat sig.Why did they not want the FA at [--] mths to be IA3 Yesat ia2 they saw total blinded events trending based on power assumptns.Hard to blv they wd not wanna invest 6more mthsWhat if it's a close miss $MREO"  
[X Link](https://x.com/stocksdd/status/1978140679856333308)  2025-10-14T16:47Z [---] followers, [---] engagements


"@s6m6w6 @DanBrickner2 @StephanKlingel1 @semodough @PharmDabbler @Pharmdca @mtheory11bio @wkissel @FeldtInvesting @ShaunZanganeh24 I am out of $mreo for now.I do not hv the same degree of conviction I had when I bought bfr ia2 by basing it on P2 data.Also thought by now Alvelestat wd be partnered & p3 initiated for it. I was wrong on your own DD. Tweets are just personal opinions http://both.Do http://both.Do"  
[X Link](https://x.com/stocksdd/status/1979316779215393060)  2025-10-17T22:41Z [---] followers, [---] engagements


"@LogicalThesis Have u factored the risks that $NKTR p3 data may not exactly reflect P2. We recently saw that in $MLTX & it's bubbly valuation got busted. What % of p2 drugs successfully replicate P2 data in their larger p3 study. @adamfeuerstein @seedy19tron @A_May_MD"  
[X Link](https://x.com/stocksdd/status/1979628062347346219)  2025-10-18T19:18Z [---] followers, [----] engagements


"$PLTR expected [----] revenue is $4.5b and ebitda is $1.2b but market cap is $0.475T. Wtf Somebody explain this"  
[X Link](https://x.com/anyuser/status/1986086050390012141)  2025-11-05T14:59Z [---] followers, [---] engagements


"@sharkbiotech @RevShark in open label trials (there is no blinding key) the sponsor cd potentially have access to raw data & stats though it wd be unofficial until data lock is done. Nov 1st(after last patient visit) they may moreor less know if $mreo $rare Cosmic hit or missed https://chatgpt.com/share/690ca012-f5a8-8013-baba-962a2985f1a8 https://chatgpt.com/share/690ca012-f5a8-8013-baba-962a2985f1a8"  
[X Link](https://x.com/stocksdd/status/1986425065324617993)  2025-11-06T13:26Z [---] followers, [---] engagements


"$NKTR Nktards - There is not [--] day that goes without you guys tweeting how "undervalued" a P2 completed asset is in an overcrowded market. If it's so "undervalued" and risk is low just hold it. Why tweet every day on it"  
[X Link](https://x.com/anyuser/status/1986902204188631425)  2025-11-07T21:02Z [---] followers, [----] engagements


"Why do $NKTR Nktards tweet EVERY DAY on how great $nktr P2 completed drug is or how much $lly will settle their suit for Why not just hold it #Netards"  
[X Link](https://x.com/anyuser/status/1989137276799185130)  2025-11-14T01:04Z [---] followers, [----] engagements


"@SmallCapKing2 Could this explain the Nov spike in short interest from 14m shares to 19m shares or 17% of the float @BIOTECHSCANNER @AscendingBio $aqst"  
[X Link](https://x.com/stocksdd/status/1998579957178794311)  2025-12-10T02:26Z [---] followers, [---] engagements


"@semodough Doesn't necessarily mean they hit the primary end point with stat significance in a double blinded placebo controlled orbit study.Could 'bias' play a role for patients decision to participate in OLE . Obviously setrusumab has some positive effect from bmd gains alone $mreo"  
[X Link](https://x.com/stocksdd/status/1998859811384078474)  2025-12-10T20:58Z [---] followers, [---] engagements


"@s6m6w6 @semodough "other patients doing good" said by a pi w conflict of interest is NOT the same as primary endpoint data in a placebo controlled double-blinded study orbit. This is also why cosmic data should be taken with a huge grain of salt. Even the bisphosphonates used seems to vary $mreo"  
[X Link](https://x.com/stocksdd/status/1999237091579035805)  2025-12-11T21:57Z [---] followers, [---] engagements


"@herostick The problem with $AQST is not approvability of anaphylm. It is its bloated market cap $765m. And it's operating losses. Anaphylm has long ways to go to get 20%($200m) of the US market. Plus post marketing real world data has to show evidence it's as good as injectors"  
[X Link](https://x.com/stocksdd/status/1999518686609088792)  2025-12-12T16:36Z [---] followers, [---] engagements


"@matthewmenster $MIST total outstanding shares comes to 190m if you factor in all the warrants options etc. So it's not really cheap at $430m market cap unknown product adoption(6-12 months we will know) heavy opex needed to commercialized the product . $AQST longs lesson from $MIST"  
[X Link](https://x.com/stocksdd/status/2000664116139319482)  2025-12-15T20:27Z [---] followers, [----] engagements


"@meremrtl $MIST market doesn't seem to believe commercial uptake of their drug would be anywhere close to estimates"  
[X Link](https://x.com/stocksdd/status/2001309032544448681)  2025-12-17T15:10Z [---] followers, [---] engagements


"@Ssunten_ $mist You said: If it gets approved in china Corxel is required to pay MIST a $107.5M milestone. This is not accurate. They have not specified this. $107.5m includes sales milestones as well. So at approval it's gonna be fraction of that amount. Total shares190m(incl warrants)"  
[X Link](https://x.com/stocksdd/status/2001656419536507207)  2025-12-18T14:10Z [---] followers, [---] engagements


"@Ssunten_ you wrote: "I dont even need to model the China sales right now an IMMEDIATE $100M cash inflow is not a small amount" That is NOT accurate. It is NOT immediate. It is contingent on corxel achieving several sales milestones. $MIST Factor diluted shares when calc m.cap"  
[X Link](https://x.com/stocksdd/status/2001660666797789443)  2025-12-18T14:27Z [---] followers, [---] engagements


"@RoamingCapital Current market cap imo is not cheap considering fully diluted shares count 190m shares. This is not like a drug in rare disease. Drug has to carve a niche in the mkt of existing treatment options & payers need to cover it. The sell side sales est forecast imo are too rosy $mist"  
[X Link](https://x.com/stocksdd/status/2001775338003796411)  2025-12-18T22:03Z [---] followers, [---] engagements


"@RoamingCapital @meremrtl u look at $AQST and $MIST short interest spike a month or [--] before approval & then in case of $MIST stock price goes down on vol(10x avg vol)to create fear in retail(who expect +ve catalyst to take share price up)& then sell into lower price as shorts cover for profit"  
[X Link](https://x.com/stocksdd/status/2001777947880108277)  2025-12-18T22:13Z [---] followers, [---] engagements


"@avidresearch @jfais20 @lfholt Imo$RARE shud trade based on liquidation value of all its current & pipeline drugs minus liab. Current mgmt & board while good at bringing rare (very high priced) drugs to mkt but still have consistently(10+ yrs) failed to make it a viable business. $4+b in acum deficit"  
[X Link](https://x.com/stocksdd/status/2005994267240735117)  2025-12-30T13:27Z [---] followers, [--] engagements


"@AlpBugraBasat Check $RARE earnings record since inception in [----] and tell us their business record. I would value it based on liquidation value of its drugs+pipeline-liabilities"  
[X Link](https://x.com/stocksdd/status/2006162980736495651)  2025-12-31T00:38Z [---] followers, [---] engagements


"@herbgreenberg My [----] $ACLN friend yr opinions on $TARO (11X EBITDA) vs $PRGO (25X EBITDA) appreciated"  
[X Link](https://x.com/stocksdd/status/588695428490600448)  2015-04-16T13:28Z [---] followers, [--] engagements


"@QuoththeRavenSA @herbgreenberg Herb also did a great job calling out $ACLN but Yours truly was long $ACLN lost money but learnt lesson"  
[X Link](https://x.com/stocksdd/status/598140191363059712)  2015-05-12T14:58Z [---] followers, [--] engagements


"@herbgreenberg How about $ACLN my friend Fictitious cars were being transported in Fictitious cruise ships producing fictitious profits"  
[X Link](https://x.com/stocksdd/status/598142173041659905)  2015-05-12T15:06Z [---] followers, [--] engagements


"@gcbioinv Would be very interesting to see who traded $vktx on $mgdl data release day to manipulate the stock price @Pharmdca @rajramaswamy"  
[X Link](https://x.com/stocksdd/status/1004713621857841153)  2018-06-07T13:16Z [---] followers, [--] engagements


"@InvestorSwan @John_Hempton @business @RemindMe_OfThis Why will it not add to revenue if they accept bitcoi n as payment"  
[X Link](https://x.com/stocksdd/status/1359130852764966922)  2021-02-09T13:23Z [---] followers, [--] engagements


"@valueinvesting @oddballstocks $CIBL are you guys not concerned about thin volume. generally thinly traded stocks are ripe for manipulation"  
[X Link](https://x.com/stocksdd/status/163056177985499136)  2012-01-28T00:29Z [---] followers, [--] engagements


"@BillAckman @g_shullenberger Contd- Unfortunately there are too many lemmings in the market that listen to your market moving commentary. Looks like you profited $200m from this trade. Next time do one of the [--] things I suggested #EthicsMatter"  
[X Link](https://x.com/stocksdd/status/1734388893766865286)  2023-12-12T01:45Z [---] followers, [--] engagements


"@MattBiotech Ceo seems to care more about spending on advancing their preclinical/p1/p2 assets than profitability. Mgmt track record on spending profitability shareholder value creation is super-bad. Who knows what the c-debt & term loan holders are up to.but very risky being shareholdr"  
[X Link](https://x.com/stocksdd/status/1737604672754729319)  2023-12-20T22:43Z [---] followers, [--] engagements


"@Pharmdca Some 52m shares traded today. My speculation is lot of short covering.could be also profit booking for tax purposes. Just don't see any catalyst from here.besides seeing when they can sustainably be operationally not cash flow -ve. Going to be a long wait imo"  
[X Link](https://x.com/stocksdd/status/1740136644441973185)  2023-12-27T22:24Z [---] followers, [--] engagements


"@OldgrapeRX @semodough R&d-q4 maybe.but then they start running clinic trials in pipeline. St&a- they reduced SG&a tiny bit(5%) in beg of year with staff reduction $200m is run rate Mgmt has $1.5b accum deficit. Biosimilar margins low & heavy competition. Tori is the only hope but that HUGE SG&A"  
[X Link](https://x.com/stocksdd/status/1740752799175192784)  2023-12-29T15:13Z [---] followers, [--] engagements


"@larrywabrams @MattBiotech My point is Tori NPC could potentially face competition in USA by those [--] ICI's alone that are already approved in China for NPC. Hence it would be foolish to consider Tori sales as an annuity as competition could come anytime & take market share & pricing power. $chrs"  
[X Link](https://x.com/stocksdd/status/1741591812224192908)  2023-12-31T22:46Z [---] followers, [---] engagements


"@MaisaCorp What is the net asset value of $iep Is it $9 per share Per hidenburg research"  
[X Link](https://x.com/stocksdd/status/1745949169976799660)  2024-01-12T23:21Z [---] followers, [---] engagements


"@Solt_DB Tecentriq+avastin alone had response rate of 44% per this report. $chrs so adding cazdozo didn't do much at all @larrywabrams"  
[X Link](https://x.com/stocksdd/status/1747986929445212520)  2024-01-18T14:18Z [---] followers, [---] engagements


"@Solt_DB @OldgrapeRX @larrywabrams Any thoughts on tori's competition drug Tislelizumab. It's approved in China for ton of indications incl NPC.beigene running global trials for NSCLC and H&N cancer. PD1 inhibitor market is crowded"  
[X Link](https://x.com/stocksdd/status/1749518862394253722)  2024-01-22T19:46Z [---] followers, [---] engagements


"@MattBiotech Not to be forgotten this divestiture could hopefully() bring their super-bloated SG&A to $100m/year. For a [--] product company their expense structure is just way too bloated. $100m/year in R&D exp $chrs"  
[X Link](https://x.com/stocksdd/status/1749519849125240894)  2024-01-22T19:50Z [---] followers, [---] engagements


"@DeepSouthDoctor Explain away $1.5b in accumulated deficit (and same ceo leads). Explain away the bloated expense run rate. $200m SG&A $75m-$100m R&D Even with this divestiture were still looking at $200m (SG&A + R&D) expense"  
[X Link](https://x.com/stocksdd/status/1749520932291666164)  2024-01-22T19:54Z [---] followers, [--] engagements


"@Solt_DB Their total debt is $480m. So minus $170m. Their new debt would be $310m - still quite high for an unprofitable company with big operating expenses"  
[X Link](https://x.com/stocksdd/status/1749542180556071420)  2024-01-22T21:18Z [---] followers, [--] engagements


"@larrywabrams @StanMehr @MattBiotech Ok. What's your thoughts on how long udeynca can bring in meaningful profitable sales($250m/year) to $chrs 1-3 years or 3-6 years"  
[X Link](https://x.com/stocksdd/status/1749590930557173907)  2024-01-23T00:32Z [---] followers, [---] engagements


"@MaxxChatsko [--]. $1.2b accumulated deficit -same ceo/chairman incredible [--]. Neulesta bio - ton of competition price erosion(obi same price as syringe) [--]. Loqtarzi - not immune from competition from other pd1-inhibitors in future. [--]. SG&A R&D expenses were $200m $100m resply @semodough"  
[X Link](https://x.com/stocksdd/status/1761507761446342888)  2024-02-24T21:45Z [---] followers, [--] engagements


"@MaxxChatsko @ideasaboutmoney @stocksdd @StanMehr @MattBiotech Yes Fresenius Kabi the big kidney dialysis company just came out with a prefilled and reported planning an OBI. Time line for $CHRS good profits from Udenyca now with OBI = 1-3 not your 3-6. Should sell the group to Sandoz in [--] year https://t.co/nEeWy8u6H1 @stocksdd @StanMehr @MattBiotech Yes Fresenius Kabi the big kidney dialysis company just came out with a prefilled and reported planning an OBI. Time line for $CHRS good profits from Udenyca now with OBI = 1-3 not your 3-6. Should sell the group to Sandoz in [--] year"  
[X Link](https://x.com/stocksdd/status/1761509189028032869)  2024-02-24T21:51Z [---] followers, [--] engagements


"@kshahi @larrywabrams @StanMehr @MattBiotech If there is a sustainable $150m/year opportunity one would expect any of the myriad PD1 inhibitors with already p3 +ve data in NPC to run a global trial & get fda approval. It seems some already have global(not just China data) p3 data for npc no"  
[X Link](https://x.com/stocksdd/status/1769846757238976913)  2024-03-18T22:02Z [---] followers, [---] engagements


"So if a company needs to raise capital can they they 1st go to roaring kitty and then do their stock offering at 100% higher price"  
[X Link](https://x.com/stocksdd/status/1800378299950186498)  2024-06-11T04:03Z [---] followers, [--] engagements


"@Poelmans737 @ReneSellmann How is booking different from myriad operators like hotelsdotcom Priceline Expedia etc. what's the most if there is one"  
[X Link](https://x.com/stocksdd/status/1821651075738562925)  2024-08-08T20:53Z [---] followers, [--] engagements


"@razorpudding @amediastore2024 Question is how will the "newco" get financing How much of it will come from issuing new equity & how much debt"  
[X Link](https://x.com/stocksdd/status/1823842470385607034)  2024-08-14T22:01Z [---] followers, [--] engagements


"@cigs1234 Check NRP method and see if $tmdx moat is valid https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9246458/ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9246458/"  
[X Link](https://x.com/stocksdd/status/1826048225209626635)  2024-08-21T00:06Z [---] followers, [---] engagements


"@BillyLoBue $dvn balance sheet is also much better. Question is how good/durable are their oil wellshow long can they produce good results without ton of capex to drill new wells"  
[X Link](https://x.com/stocksdd/status/1826729214005182816)  2024-08-22T21:12Z [---] followers, [--] engagements


"@gthegiant85 Big question is what is true net asset value of $iep Is it $4 or is it $12 And how long (1 year [--] years ) can it pay $4 dividend when business continues to make significant losses"  
[X Link](https://x.com/stocksdd/status/1831439871631880466)  2024-09-04T21:11Z [---] followers, [---] engagements


"@NateHindenburg $IEP "dividend yield" is an oddity it's actually DILUTIVE to shareholders who accept cash dividend as more shares are issued to pay dividends who accept non-cash(shares) dividend. If every1 accepts shares then dividend is just a wash. t's odd to issue div when company loses $"  
[X Link](https://x.com/stocksdd/status/1832121533759942907)  2024-09-06T18:19Z [---] followers, [---] engagements


"@ej23ny $mreo $rare https://x.com/stocksdd/status/1837641839593377970 @semodough $mreo @Pharmdca are they saying FDA will approve based on interim data Also what's their take on the competitor boost pharma's impressive p1 data & tech Not just reduces bone fractures but produces growth https://t.co/BLd9H7cUmr https://x.com/stocksdd/status/1837641839593377970 @semodough $mreo @Pharmdca are they saying FDA will approve based on interim data Also what's their take on the competitor boost pharma's impressive p1 data & tech Not just reduces bone fractures but produces growth https://t.co/BLd9H7cUmr"  
[X Link](https://x.com/stocksdd/status/1837642560397054323)  2024-09-21T23:58Z [---] followers, [----] engagements


"@OilfieldSlanger @pilotinvestor7 @MohnishPabrai $oxy CEO has been selling this idea of "net zero" oil that they could keep drilling forever if their carbon capture tech comes to fruition. Buffet likely bought into that idea"  
[X Link](https://x.com/stocksdd/status/1839397411476935042)  2024-09-26T20:11Z [---] followers, [---] engagements


"@swichservices In all these trials do you see any new drug or new indication launches(yes launches) in the next [--] or even [--] years that can bring in meaningful revenue for $chrs . They've got big yearly expense structure to pay for @larrywabrams"  
[X Link](https://x.com/stocksdd/status/1846735782884843965)  2024-10-17T02:11Z [---] followers, [---] engagements


"@DoNotLose @BillAckman You know the total $ liquidation value of all the alphabet soup of junior preferred shares (not counting treasury senior preferred)"  
[X Link](https://x.com/stocksdd/status/1877854529657643241)  2025-01-10T23:06Z [---] followers, [---] engagements


"@lamps_apple @BillAckman Ackman says "No need for explicit gov guarantee of MBS". Trumps fhfa nominee says explicit gov guarantee of MBS needed to prevent disruptions to this low cost funding. If such explicit guarantee is needed then likely it comes with sign cost. We're talking $8T() MBS. $FNMA"  
[X Link](https://x.com/stocksdd/status/1880392998586052954)  2025-01-17T23:13Z [---] followers, [---] engagements


"@carney @jancula9 @rcwhalen Agree. Risky. Why do shareholders blv [--]. senior preferred will not be compensated more [--]. w/o an explicit gov guarantee on GSE MBS(which may cost $100s of bil for $8T BS) loan affordability will go out the window Factoring above is there any residual value @BillAckman"  
[X Link](https://x.com/stocksdd/status/1882909246993604924)  2025-01-24T21:52Z [---] followers, [--] engagements


"@Javier944712106 @TedKaridis @BeerBubbelah $mreo $rare any reason why the short interest has been climbing up last few months. While boost pharma still needs to start their p3 in all likelihood it's a big risk (maybe 2-3 years behind) as their stem cell approach regenerates bone https://boostpharma.com/wp-content/uploads/2024/11/BOOST-PR-FDA-Feedback-Nov-2024.pdf https://boostpharma.com/wp-content/uploads/2024/11/BOOST-PR-FDA-Feedback-Nov-2024.pdf"  
[X Link](https://x.com/stocksdd/status/1884383883141222845)  2025-01-28T23:31Z [---] followers, [---] engagements


"@wizniewski @roccafella86 Why did the orbit p3 trial "estimated study completion date" move from 03/2026 to 04/2027 in clinical website Anybody $mreo $rare @ej23ny @mtheory11bio @FeldtInvesting http://trials.gov http://trials.gov"  
[X Link](https://x.com/stocksdd/status/1917656823764771064)  2025-04-30T19:06Z [---] followers, [---] engagements


"@RevShark @ej23ny $mreo $rare Anybody has any idea about the estimated study completion date moving from 03/2026 to 04/2027 in the website for Orbit p3 study There was no pr on this. Could this be a typo or clerical error http://clinicaltrials.gov http://clinicaltrials.gov"  
[X Link](https://x.com/stocksdd/status/1918430977090851177)  2025-05-02T22:22Z [---] followers, [---] engagements


"@FeldtInvesting @biopharmacaster If I am not mistaken DMC will only communicate to the company if IA2 hits. If IA2 does not hit DMC is not expected to say anything. I think this is what happened in IA1. But as we pass July we can assume it didn't hit. I could be wrong. $rare"  
[X Link](https://x.com/stocksdd/status/1942929908419956990)  2025-07-09T12:52Z [---] followers, [---] engagements


"@FeldtInvesting you have given reasons why both orbit and cosmic may not meet it's endpoints. Why then are you invested in $rare Fragility fractures happen wo much activity. Setrusumab supposedly eliminates em. Trial arms had 50% with fragility fractures. Yet ia2 did not meet .01 p value "  
[X Link](https://x.com/stocksdd/status/1943371271838011506)  2025-07-10T18:06Z [---] followers, [--] engagements


"@Pharmdca Reward to risk at these prices is much better. Most wall street analysts have given 85% chance of success at final analysis in November. If it succeeds price is 3.5x current share price. Not bad $mreo $rare"  
[X Link](https://x.com/stocksdd/status/1943390384287306066)  2025-07-10T19:22Z [---] followers, [---] engagements


"@sharkbiotech nearly 40m shares traded today $mreo will be interesting to see if rubric northpond or any big holders increased or any new holders came in at these prices. May know by next week @Pharmdca @avidresearch @semodough"  
[X Link](https://x.com/stocksdd/status/1943455696781218266)  2025-07-10T23:42Z [---] followers, [---] engagements


"@TraderNorway @Phoenix3million $mreo could surprise the market & if they are able to execute on the late stage partnership (they said in Q2) .that could get them some milestone payments/cash & hopefully p3 trial that starts before Q4 $mreo $rare"  
[X Link](https://x.com/stocksdd/status/1943738895675666874)  2025-07-11T18:27Z [---] followers, [----] engagements


"@sharkbiotech @AscendingBio @RevShark @ej23ny @avidresearch @Pharmdca [--] months was 04/30/2025. So [--] months would be 10/31/2025 [--] months would be 04/30/2026 Wish someone can call $mreo $rare and have them confirm on both the dates & the potential [--] month extension to [--] months"  
[X Link](https://x.com/stocksdd/status/1944463749244706992)  2025-07-13T18:27Z [---] followers, [---] engagements


"@Javier944712106 @taeyoon43334145 alvelstat partnership deal would be nice. $mreo stock may get rerated even if p3 trial may take [--] years to complete after it's start. Potential partners : ultragenyx AstraZeneca Novartis $rare $nvs $azn"  
[X Link](https://x.com/stocksdd/status/1944823212086538627)  2025-07-14T18:16Z [---] followers, [---] engagements


"@fireworkstrades @pick1998_2 That's a simplistic take. Curves separate over time 1) bisphosphonates effect wanes 2) more time for setrusumab effect 3) Similar moa like rosozumab proven in fracture reduction 4) P2 data on [--] patients 67% AFR 14m data 5) alvelstat deal trials are not without risks $mreo $rare"  
[X Link](https://x.com/stocksdd/status/1944832335897309280)  2025-07-14T18:52Z [---] followers, [---] engagements


"@AlmightyZeezA @StephanKlingel1 @Pharmdca @semodough @wkissel @wz2013 @sharkbiotech @Maximus_Holla Alvelstat deal hopefully is similar to the setrusumab deal terms in which case it's not dilutive. Partner finances P3 and $mreo gets milestone payments rights to sell in certain territories like EU & gets royalties from US sales. Such a deal could move share price to $3"  
[X Link](https://x.com/stocksdd/status/1945200924777173035)  2025-07-15T19:16Z [---] followers, [---] engagements


"@Javier944712106 @AlmightyZeezA @StephanKlingel1 @Pharmdca @semodough @wkissel @wz2013 @sharkbiotech @Maximus_Holla Valid point. Alvelstat is a p3 ready drug. If a non-dilutive deal like the setrusumab deal is done market certainly will rerate $mreo valuation factoring in Alvelstat value. Nobody knows what deal is being negotiated with the late stage partner(s)"  
[X Link](https://x.com/stocksdd/status/1945206811339919828)  2025-07-15T19:40Z [---] followers, [----] engagements


"@Javier944712106 @ej23ny Interesting takeda $tkda and vertex $vrtx are in AATD area. [--] pretty big companies that potentially could have interest in this asset $mreo"  
[X Link](https://x.com/stocksdd/status/1945557154465026464)  2025-07-16T18:52Z [---] followers, [---] engagements


"@Javier944712106 @ej23ny makes more sense for companies already in the AATD space. Nice thing about $mreo Alvelstat-it can be synergistic to these late stage drugs from $vrtx - VX864 $arwr $tak - Fazirsiran $kmda - Inhaled AAT $vrtx is $120B mcap @ScotsKnight2 @MereoBioPharma https://docs.google.com/document/d/1Ocg4NlO4ERYSiRaoSKsGCkNLvopWQy0Kr2CVpg4YWr4/editusp=drivesdk https://docs.google.com/document/d/1Ocg4NlO4ERYSiRaoSKsGCkNLvopWQy0Kr2CVpg4YWr4/editusp=drivesdk"  
[X Link](https://x.com/stocksdd/status/1945621310585094258)  2025-07-16T23:07Z [---] followers, [----] engagements


"Just trying to dig into the current soc & some late stage drugs in AATD space. $MREO Alvelostat(p3 ready) appears to be uniquely positioned in this landscape . Thoughts @pharmdca @avidresearch @RevShark @semodough @mtheory11bio @Javier944712106 @ej23ny makes more sense for companies already in the AATD space. Nice thing about $mreo Alvelstat-it can be synergistic to these late stage drugs from $vrtx - VX864 $arwr $tak - Fazirsiran $kmda - Inhaled AAT $vrtx is $120B mcap https://t.co/ALLAKogwNO @ScotsKnight2 @MereoBioPharma @Javier944712106 @ej23ny makes more sense for companies already in the"  
[X Link](https://x.com/stocksdd/status/1945628101071048984)  2025-07-16T23:34Z [---] followers, [----] engagements


"@Javier944712106 @StephanKlingel1 @AlmightyZeezA @Pharmdca @semodough @wkissel @wz2013 @sharkbiotech @Maximus_Holla @sanofi acquired inhibrix for it's AATD p1 completed drug(inbrx-101) at the time for $1.7b. Not bad for rare disease $mreo https://www.sanofi.com/en/media-room/press-releases/2024/2024-01-23-06-30-00-2813696 https://www.sanofi.com/en/media-room/press-releases/2024/2024-01-23-06-30-00-2813696"  
[X Link](https://x.com/stocksdd/status/1945959559144894482)  2025-07-17T21:31Z [---] followers, [---] engagements


"@sharkbiotech @AlmightyZeezA @Javier944712106 @StephanKlingel1 @Pharmdca @semodough @wkissel @wz2013 @Maximus_Holla @sanofi "Partnering process ongoing range of structures" from their July [----] preso. So partnership discussions are real. They have stated that they are looking for financing/deal that's non-dilutive"  
[X Link](https://x.com/stocksdd/status/1945967914961760578)  2025-07-17T22:04Z [---] followers, [--] engagements


"@sharkbiotech @AlmightyZeezA @Javier944712106 @StephanKlingel1 @Pharmdca @semodough @wkissel @wz2013 @Maximus_Holla @sanofi How many of you seen these [--] slides from Orbit p2 study . we know post [--] mhs treatment there were no incidents until [--] months. There has been insinuations that [--] patients have completed [--] years(open label ext) on setrusumab & doing well $mreo $rare https://www.sciencedirect.com/science/article/pii/S2949774425009355/pdfftmd5=07ae5fd5e011542fbfc148daa8d12aa7&pid=1-s2.0-S2949774425009355-main.pdf"  
[X Link](https://x.com/stocksdd/status/1947351646645919981)  2025-07-21T17:43Z [---] followers, [---] engagements


"@Javier944712106 @tonythearena @sharkbiotech @AlmightyZeezA @StephanKlingel1 @Pharmdca @semodough @wkissel @wz2013 @Maximus_Holla @sanofi Based on this slide it appears orbit P2 OLE(open label ext) data/publication (I believe [--] of [--] patients completed therapy for [--] years) may come soon. Need to confirm with $mreo.see the 1st orange bar. It'll be interesting"  
[X Link](https://x.com/stocksdd/status/1947441866313765257)  2025-07-21T23:41Z [---] followers, [---] engagements


"@LTbioinvestor $mreo could be a 3-4x if P3 Dec data for setrusumab is +ve. Maybe -60% if it's -ve. They have another late stage drug for #aatd that could potentially add $1.5 per share if they get a partnership deal done & start p3(expected H2 2025) $abvx $celc $nktr https://x.com/Quantumup1/status/1943259429731786809 Citi reiterated $RARE Buy/$110 and says to Buy here - there is an 85% chance ORBIT hits final analysis. $MREO Goldman Sachs reiterated $RARE Buy/$82 and said it remains +VE on final analysis. Citi and Goldman Sachs said in their notes: https://t.co/gxp96e4m5t"  
[X Link](https://x.com/stocksdd/status/1950206759940812997)  2025-07-29T14:48Z [---] followers, [----] engagements


"@sharkbiotech @tonythearena @AlmightyZeezA @Javier944712106 @StephanKlingel1 @Pharmdca @semodough @wkissel @wz2013 @Maximus_Holla @sanofi $RARE conf call tomorrow. Questions: Setrusumab p2 OLE data Any color on IA2 Do they still have confidence in FA cosmic is open label- any update there $mreo https://event.choruscall.com/mediaframe/webcast.htmlwebcastid=mepVrmyF https://event.choruscall.com/mediaframe/webcast.htmlwebcastid=mepVrmyF"  
[X Link](https://x.com/stocksdd/status/1952415959337271411)  2025-08-04T17:06Z [---] followers, [----] engagements


"@sharkbiotech @tonythearena @AlmightyZeezA @Javier944712106 @StephanKlingel1 @Pharmdca @semodough @wkissel @wz2013 @Maximus_Holla @sanofi $rare ceo continues to believe ( based on the strength of phase [--] data) that setrusumab will be a transformative drug Also highlights QoL improvements seen in P2. P2 OLE data(30 mths)-they did not say if they would release. Overall they seem confident in FA $mreo @seedy19tron"  
[X Link](https://x.com/stocksdd/status/1952866843468931342)  2025-08-05T22:58Z [---] followers, [----] engagements


"@rxgongivit2ya @bioluck80 @sharkbiotech @tonythearena @AlmightyZeezA @Javier944712106 @StephanKlingel1 @Pharmdca @semodough @wkissel @wz2013 @Maximus_Holla @sanofi @seedy19tron Correct. Except patient C none of these fractures appear to be fragility fracture. Patient C only had [---] month of setrusmb treatment. [--] patients were of OI type [--] or4 where fragility fractures can happen. $RARE talked about durability of response & QoL imprmvnts in P2 OLE study"  
[X Link](https://x.com/stocksdd/status/1953131975327228152)  2025-08-06T16:32Z [---] followers, [---] engagements


"@FeldtInvesting ChatGpt thinks there is potential value in Alvelostat for #AATD based on its p2 data SoC & other late stage drugs. No idea why @MereoBioPharma has not been able to move it to P3 for years @sharkbiotech @semodough @Javier944712106 $mreo https://docs.google.com/document/d/1Ocg4NlO4ERYSiRaoSKsGCkNLvopWQy0Kr2CVpg4YWr4/editusp=drivesdk https://docs.google.com/document/d/1Ocg4NlO4ERYSiRaoSKsGCkNLvopWQy0Kr2CVpg4YWr4/editusp=drivesdk"  
[X Link](https://x.com/stocksdd/status/1955260296551076056)  2025-08-12T13:29Z [---] followers, [---] engagements


"@FeldtInvesting @MereoBioPharma @sharkbiotech @semodough @Javier944712106 It would be insane for $mreo to not take a deal that they have been offered (if at all they were offered) considering their entire business hinges on setrusumab FA. Derisking the company should be No [--] priority before FA in Dec"  
[X Link](https://x.com/stocksdd/status/1955276351633510645)  2025-08-12T14:33Z [---] followers, [---] engagements


"@FeldtInvesting @bioluck80 @MereoBioPharma @sharkbiotech @semodough @Javier944712106 For context $mreo investment is 1% of rubric portfolio"  
[X Link](https://x.com/stocksdd/status/1955295276127883368)  2025-08-12T15:48Z [---] followers, [---] engagements


"@FeldtInvesting @MereoBioPharma @sharkbiotech @semodough @Javier944712106 Still surprised(understatement ) by the deal terms of $sny acquisition of inbx101 (p1 completed asset) in AATD space in May [----]. $mreo Hard to tell if there are any inferences from this deal for any other pipeline drugs in AATD looking to sell/out license https://www.sanofi.com/en/media-room/press-releases/2024/2024-01-23-06-30-00-2813696 https://www.sanofi.com/en/media-room/press-releases/2024/2024-01-23-06-30-00-2813696"  
[X Link](https://x.com/stocksdd/status/1956000671356035192)  2025-08-14T14:31Z [---] followers, [---] engagements


"@tonythearena The [--] month orbit phase [--] study of [--] patients showed 67% durable fracture rate reduction p=.0014. They have said "variability"(activity level based on how patients feeletc) are potential confounding factors for fracture rate data esp in randomized placebo-ctrl p3 study. $mreo"  
[X Link](https://x.com/stocksdd/status/1956341270814790075)  2025-08-15T13:04Z [---] followers, [---] engagements


"@FeldtInvesting Is it possible that Alvelostat (AATD drug)partnering discussions have progressed from 'Advanced' stage to 'VERY Advanced' stage now $mreo $nktr $open $abvx #Alvelostat #AATD @RevShark @Javier944712106 @ScotsKnight2"  
[X Link](https://x.com/stocksdd/status/1970192000122265755)  2025-09-22T18:22Z [---] followers, [---] engagements


"@DanBrickner2 @s6m6w6 @StephanKlingel1 @semodough @PharmDabbler @Pharmdca @mtheory11bio @wkissel @FeldtInvesting @ShaunZanganeh24 Well "feels" "believes" don't mean a thing when it comes from the management's mouth. they're blinded to orbit. Only DMSC wd know the stat at ia2. However they may() have gotten some anecdotes from PI on the open-label Cosmic & they sounded +ve on that in the last call"  
[X Link](https://x.com/stocksdd/status/1970635966202478899)  2025-09-23T23:46Z [---] followers, [---] engagements


"@sharkbiotech Don't they s/t do these large derivatives txns with the GS's Morgan stanley's that may not be visible in Open interest Just asking"  
[X Link](https://x.com/stocksdd/status/1972865896617226282)  2025-09-30T03:27Z [---] followers, [---] engagements


"@AscendingBio [--]. Mgmt said this mth(just [--] mth to go) that BP pts in cosmic r fracturing at a much higher rate than setrusumab pts [--]. Orbit p2 OLE [--] year data - mgmt says pts hv reduced fractures w/o lowering their activity level. Safety looks ok-3 yrs $mreo $nktr $open $qure $abvx $mltx"  
[X Link](https://x.com/stocksdd/status/1973114700612379131)  2025-09-30T19:56Z [---] followers, [---] engagements


"@AlmightyZeezA [---] day MA = $2.09 [---] day MA = $2.46 $mreo $nktr $open $qure $fnma"  
[X Link](https://x.com/stocksdd/status/1973447702580175181)  2025-10-01T17:59Z [---] followers, [----] engagements


"@medstudentinvst @DarrenEstes @Javier944712106 @AndrewS87261985 Not to be forgotten is the [--] patient Orbit P2 study where they showed 67% durable fracture reduction & mgmt said it's nearly [--] years that those patients are continuing with setrusumab in OLE phase & doing good"  
[X Link](https://x.com/stocksdd/status/1975256016951648476)  2025-10-06T17:45Z [---] followers, [---] engagements


"@FeldtInvesting @TCFFTK They had the option to extend the trial to [--] months but they did not. When asked why in the recent investor call they gave the foll reasons: p2 data and that total blinded total events in p3 were trending towards powering assumptions (maybe at ia2 cut off)"  
[X Link](https://x.com/stocksdd/status/1978194582438662478)  2025-10-14T20:21Z [---] followers, [--] engagements


"@ZenTrader88 @kshahi @Gupta_Calling $chrs if we stay at current price for a week or [--] we will get "Golden cross" where 50day moving average(now 10.8) crosses 200day moving average(now 12.2). Its bullish & could result in a pop. Well we'll see https://www.investopedia.com/terms/g/goldencross.asp https://www.investopedia.com/terms/g/goldencross.asp"  
[X Link](https://x.com/stocksdd/status/973993210895724544)  2018-03-14T18:44Z [---] followers, [--] engagements


"@rajramaswamy @avidresearch Dose dependent elevation of ALT A observed in 1mg2.5mg5mg10mg (1 patient in each group) 20mg40mg(3 patients in each group). Placebo had [--] subjects & not a single subject had ALT A elevation. What does this tell you about the drug effect on ALT A $vktx $mgdl"  
[X Link](https://x.com/stocksdd/status/988520646459064320)  2018-04-23T20:51Z [---] followers, [--] engagements


"Have no position in $AQST at this time. But I stand by what I said before. Don't underestimate short sellers. $MIST short interest went up significantly months before PDUFA date & then it traded down with 10x volume upon FDA approval. Do your own DD. This is NOT any advice"  
[X Link](https://x.com/anyuser/status/2004730701963555227)  2025-12-27T01:47Z [---] followers, [----] engagements


"In Dec short interest went up further to 21.99m shares or 20.6% of the float. $720m valuation is too high even after approval. [----] US market for epinepherine $1.1b & has entrenched competition . $AQST Check what happened to $MIST share price after fda approval"  
[X Link](https://x.com/anyuser/status/2004663148994068753)  2025-12-26T21:18Z [---] followers, [----] engagements


"$MIST $AQST a lot of retail buy into FDA approval catalyst trade & get burnt. Not every stock will move after approval. Look at valuation commercialization risk. Some hedge funds are likely playing this trade. $AQST with its $700m mcap has 19% short interest"  
[X Link](https://x.com/anyuser/status/2001664483073433622)  2025-12-18T14:42Z [---] followers, [----] engagements


"Why do $NKTR Nktards tweet EVERY DAY on how great $nktr P2 completed drug is or how much $lly will settle their suit for Why not just hold it #Netards"  
[X Link](https://x.com/anyuser/status/1989137276799185130)  2025-11-14T01:04Z [---] followers, [----] engagements


"$NKTR Nktards - There is not [--] day that goes without you guys tweeting how "undervalued" a P2 completed asset is in an overcrowded market. If it's so "undervalued" and risk is low just hold it. Why tweet every day on it"  
[X Link](https://x.com/anyuser/status/1986902204188631425)  2025-11-07T21:02Z [---] followers, [----] engagements


"$PLTR expected [----] revenue is $4.5b and ebitda is $1.2b but market cap is $0.475T. Wtf Somebody explain this"  
[X Link](https://x.com/anyuser/status/1986086050390012141)  2025-11-05T14:59Z [---] followers, [---] engagements


"Randomized trials are not always needed to approve medical products and this approval is proof of that philosophy VP $PGEN approved https://www.fda.gov/news-events/press-announcements/fda-approves-first-immunotherapy-recurrent-respiratory-papillomatosis https://www.fda.gov/news-events/press-announcements/fda-approves-first-immunotherapy-recurrent-respiratory-papillomatosis"  
[X Link](https://x.com/anyuser/status/1956121349065466317)  2025-08-14T22:30Z 14.2K followers, 18.7K engagements


"RT @semodough: $MREO even with $INSM getting all kind of attention $MREO just gets no attention for its 2nd drug Alvelestat https://x.com/kyledoherty https://x.com/kyledoherty"  
[X Link](https://x.com/anyuser/status/1945213502903194038)  2025-07-15T20:06Z [---] followers, [--] engagements


"$MREO even with $INSM getting all kind of attention $MREO just gets no attention for its 2nd drug Alvelestat $INSM hit [--] wk high $81.25 / $15B market cap $MREO $3.06 /$475M Alvelestat - similar MOA as $INSM Brensocatib #Bronchiectasis I will make bold predictions based on my opinion that Alvelestat is similar or better than $INSM Benscoatib $XBI $IBB $AZN $NVS $GSK $BYM $INSM hit [--] wk high $81.25 / $15B market cap $MREO $3.06 /$475M Alvelestat - similar MOA as $INSM Brensocatib #Bronchiectasis I will make bold predictions based on my opinion that Alvelestat is similar or better than $INSM"  
[X Link](https://x.com/anyuser/status/1933173965125726562)  2025-06-12T14:46Z 42.5K followers, 20.6K engagements


"$INSM hit [--] wk high $81.25 / $15B market cap $MREO $3.06 /$475M Alvelestat - similar MOA as $INSM Brensocatib #Bronchiectasis I will make bold predictions based on my opinion that Alvelestat is similar or better than $INSM Benscoatib $XBI $IBB $AZN $NVS $GSK $BYM $MREO $460M MCAP : Ridiculous low 25X cheaper than $INSM Alvelestat - similar MOA as $INSM Brensocatib According to Baird report PH [--] READY IN #AATD potentially Future indication #COPD #Bronchiectasis $INSM $14B MCAP Brensocatib- Bronchiectasis $XBI $IBB $gsk $AZN $NVS https://t.co/vbpm2nH7L8 $MREO $460M MCAP : Ridiculous low 25X"  
[X Link](https://x.com/anyuser/status/1886818795148238902)  2025-02-04T16:47Z [----] followers, 12.8K engagements


"RBC on $RARE"  
[X Link](https://x.com/anyuser/status/1944058501115904052)  2025-07-12T15:37Z [----] followers, [----] engagements


"NEW FROM US: Icahn EnterprisesThe Corporate Raider Throwing Stones From His Own Glass House $IEP (1/n) https://hindenburgresearch.com/icahn https://hindenburgresearch.com/icahn"  
[X Link](https://x.com/anyuser/status/1653368268491571203)  2023-05-02T11:58Z 866.2K followers, 5.2M engagements


"This is a great thread. While "unrealized losses" in loan portfolio due to IR changes was/is still a scare the bigger issue is the deposit outflow to higher yield MM/treasuries. And Banks increase in deposit int rate wd compress NIM. @biancoresearch @carney 1/8 The failure of these banks was not a one-time event but a culmination of events that have been unfolding for months. @gregip argues it well today . I embellish below. https://t.co/vg3vmYRVn9 1/8 The failure of these banks was not a one-time event but a culmination of events that have been unfolding for months. @gregip argues it well"  
[X Link](https://x.com/anyuser/status/1641437648194785280)  2023-03-30T13:50Z [---] followers, [---] engagements


"1/8 The failure of these banks was not a one-time event but a culmination of events that have been unfolding for months. @gregip argues it well today . I embellish below. https://www.wsj.com/articles/a-rapid-finance-world-must-ready-for-a-slow-motion-banking-crisis-c80a2489 https://www.wsj.com/articles/a-rapid-finance-world-must-ready-for-a-slow-motion-banking-crisis-c80a2489"  
[X Link](https://x.com/anyuser/status/1641205958809378818)  2023-03-29T22:29Z 537.4K followers, 302.5K engagements


"RT @Nouriel: Depositors realizing they can earn 4% on safe short term T-Bills while they get close to 0% on bank deposits. This is a key so"  
[X Link](https://x.com/anyuser/status/1640121453285867520)  2023-03-26T22:40Z [---] followers, [---] engagements


"Depositors realizing they can earn 4% on safe short term T-Bills while they get close to 0% on bank deposits. This is a key source of continued bank runs. The free lunch that banks used to get on free deposits is ending. Interest sensitivity of deposits is sharply rising APOLLO: The spread between Fed Funds and interest rates on checking accounts is the fundamental reason why money is being moved out of bank deposits . highly unusual compared to previous banking crises where the source of instability has typically been credit losses . Slok https://t.co/0PWDLKr0Af APOLLO: The spread between"  
[X Link](https://x.com/anyuser/status/1639729654100824064)  2023-03-25T20:43Z 584.7K followers, 734.5K engagements


"APOLLO: The spread between Fed Funds and interest rates on checking accounts is the fundamental reason why money is being moved out of bank deposits . highly unusual compared to previous banking crises where the source of instability has typically been credit losses . Slok"  
[X Link](https://x.com/anyuser/status/1639668316255174656)  2023-03-25T16:39Z 447.4K followers, 1.1M engagements


"2021 - FDIC-insured banks held $2.5 trillion in residential mortgage loans. Banks held an additional $3.3 trillion in MBS. GSEs held $1.5T MBS & have securitized $3.8T MBS"  
[X Link](https://x.com/anyuser/status/1638739863032958976)  2023-03-23T03:10Z [---] followers, [---] engagements


"Bank makes the $100 [--] year loan at say 5% it shud find a buyer for that $100 MBS with say 4.50% [--] year term. Bank gets 0.5% for origination & taking on credit risk(say upto & only 5% of loan). In this case there's no interest rate risk maturity mismatch b/w A&L. @BillAckman"  
[X Link](https://x.com/anyuser/status/1638646173253922816)  2023-03-22T20:57Z [---] followers, [---] engagements


"@herbgreenberg @BillAckman MBS shd be the way to fund a LOAN. Not this fuzzyquasi risk-free security called "DEPOSIT" which can FLY overnight which can hv interest rate mismatches. Banks business shud b orig of low credit risk loans & NOT managing risk due to fed IR gyrations"  
[X Link](https://x.com/anyuser/status/1638648955054743552)  2023-03-22T21:08Z [---] followers, [---] engagements


"Strange. Pseudo capitalism Govt and Govt Regulator coaxing competitive banks to help it's competition by depositing $30b . Are they allowed to pull out if they foresee bankrun https://www.wsj.com/articles/jpmorgan-morgan-stanley-and-others-in-talks-to-bolster-first-republic-4f9eeb76 https://www.wsj.com/articles/jpmorgan-morgan-stanley-and-others-in-talks-to-bolster-first-republic-4f9eeb76"  
[X Link](https://x.com/anyuser/status/1636472664301912064)  2023-03-16T21:01Z [---] followers, [---] engagements


"How do taxpayers not take losses from guaranteeing all deposits Govt can hold all assets to maturity and recover par vs forced fire sale. They can take forever to sell the venture book. And they prob have an LOI for the bank franchises as well. Par in [--] years is still par"  
[X Link](https://x.com/anyuser/status/1635050308413030402)  2023-03-12T22:49Z [----] followers, [----] engagements


"Silicon Valley Bank $SIVB reports earnings tomorrow Investors have rightfully been fixated on $SIVB's large exposure to the stressed venture world with the stock down a lot. However dig just a little deeper and you will find a much bigger set of problems at $SIVB. 1/10"  
[X Link](https://x.com/anyuser/status/1615826088038473733)  2023-01-18T21:38Z 57.4K followers, 4M engagements


"@3pointO_Cap I always wonder why we havent seen more distressed in the office exposure market - clearly a ton of leverage and no one is going to the office"  
[X Link](https://x.com/anyuser/status/1634451154934419461)  2023-03-11T07:08Z 20.5K followers, [---] engagements


"Likely depositors will be made whole & bank wd be functioning next week. Besides the losses they we take in selling their low yielding securities Cd collateral be low on MBS once loans start failing. They bought MBS at height of housing they have CMBS http://bubble.Do http://bubble.Do"  
[X Link](https://x.com/anyuser/status/1634563548755152900)  2023-03-11T14:34Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing