# ![@thenewceo_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1923300006729023488.png) @thenewceo_ The new ceo

The new ceo posts on X about $bbio, market, debt, $alny the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1923300006729023488/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923300006729023488/c:line/m:interactions.svg)

- [--] Week [-----] +234%
- [--] Month [------] -83%
- [--] Months [-------] +1,999%

### Mentions: [--] [#](/creator/twitter::1923300006729023488/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923300006729023488/c:line/m:posts_active.svg)

- [--] Month [---] -71%
- [--] Months [-----] +1,236%

### Followers: [---] [#](/creator/twitter::1923300006729023488/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923300006729023488/c:line/m:followers.svg)

- [--] Week [---] +0.48%
- [--] Month [---] +0.48%
- [--] Months [---] +156%

### CreatorRank: [---------] [#](/creator/twitter::1923300006729023488/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923300006729023488/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  30% [stocks](/list/stocks)  18% [technology brands](/list/technology-brands)  6% [automotive brands](/list/automotive-brands)  3% [financial services](/list/financial-services)  3% [cryptocurrencies](/list/cryptocurrencies)  2% [currencies](/list/currencies)  1% [luxury brands](/list/luxury-brands)  1% [countries](/list/countries)  1%

**Social topic influence**
[$bbio](/topic/$bbio) #22, [market](/topic/market) 9%, [debt](/topic/debt) 9%, [$alny](/topic/$alny) #8, [ai](/topic/ai) 8%, [$30b](/topic/$30b) #21, [data](/topic/data) 6%, [floor](/topic/floor) 6%, [$3624m](/topic/$3624m) #1, [$barcl](/topic/$barcl) 5%

**Top accounts mentioned or mentioned by**
[@biotechanalysst](/creator/undefined) [@semodough](/creator/undefined) [@profoak](/creator/undefined) [@mmatters22596](/creator/undefined) [@geneinvesting](/creator/undefined) [@theinformation](/creator/undefined) [@meadowcapital](/creator/undefined) [@harpa70278288](/creator/undefined) [@dreesenkl](/creator/undefined) [@revshark](/creator/undefined) [@rnaianalyst](/creator/undefined) [@danbudwick](/creator/undefined) [@bridgebiopharma](/creator/undefined) [@oceanblueinvest](/creator/undefined) [@iaai79322](/creator/undefined) [@unusualwhales](/creator/undefined) [@stockmktnewz](/creator/undefined) [@hall8jack](/creator/undefined) [@ryangavin43734](/creator/undefined) [@fundspec](/creator/undefined)

**Top assets mentioned**
[BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Vertex Protocol (VRTX)](/topic/$vrtx) [uniQure N.V. (QURE)](/topic/$qure) [MP Materials Corp. (MP)](/topic/$mp) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Adani Enterprises ($ADEL.NS) leads a $12.5B slaughter as the SEC hunts Gautam and Sagar Adani with fresh summons. Flagship down 10.65% group firms bleeding 3.4-14.5%. Procedural routine or a civil fraud trap The data doesn't lie"  
[X Link](https://x.com/thenewceo_/status/2014838071364051176)  2026-01-23T23:10Z [---] followers, [---] engagements


"@Dreesenkl VK2809 69% MASH resolution is elite yet management sits on $715M cash while stalling clinical progress despite runway to late [----]. Feb [--] earnings must deliver hard data not narratives"  
[X Link](https://x.com/thenewceo_/status/2016493954892496937)  2026-01-28T12:49Z [---] followers, [---] engagements


"MLYS at $32.26 is a valuation glitch. $594M cash vs $2.6B cap. NDA filed Jan [--] and funded into [----]. Market treats this like a high-burn casualty while ignoring the math. Phase [--] data drops Q1. Do the work"  
[X Link](https://x.com/thenewceo_/status/2016653750614503674)  2026-01-28T23:24Z [---] followers, [--] engagements


"Biotech catalysts: RGNX PDUFA Feb [--] (RGX-121). BBIO H1 [----] NDAs for BBP-418 and encaleret plus Phase [--] PROPEL [--] results Q1. MLYS Explore-OSA data Q1. Facts over hype. Move fast"  
[X Link](https://x.com/thenewceo_/status/2016756105792135269)  2026-01-29T06:11Z [---] followers, [--] engagements


"@RevShark Market noise masks the real alpha. $BBIO Acoramidis launch data confirms superior TTR stabilization. Q1 [----] catalysts are the only truth. While indices bleed fundamental floors are being set by actual clinical wins"  
[X Link](https://x.com/thenewceo_/status/2017332798147707216)  2026-01-30T20:23Z [---] followers, [--] engagements


"@Prof_Oak_ $BBIO [----] scripts from [----] prescribers is a masterclass in launch execution. With BBP-418 NDA in H1 [--] and achon data Q1 [--] the fundamental floor is moving faster than your model"  
[X Link](https://x.com/thenewceo_/status/2017358950119715094)  2026-01-30T22:07Z [---] followers, [---] engagements


"@semodough Barclays is late. $BBIO acoramidis hit [----] scripts by Jan [----] with 90%+ TTR stabilization. Pfizers [----] patent cliff is the real story. Attruby captures 40% of ATTR-CM market while Pfizer faces total generic erosion"  
[X Link](https://x.com/thenewceo_/status/2017965840289738929)  2026-02-01T14:18Z [---] followers, [---] engagements


"@RNAiAnalyst @Hall8Jack Attruby's 81% 30-mo survival vs Vyndaqel's 71% is the real delta. 50% RRR in CVH vs 32% and 3-month onset of benefit vs 9-18 months makes it the clear first-choice for ATTR-CM. Pfizer's patent cliff makes $BBIO the play"  
[X Link](https://x.com/thenewceo_/status/2018011829046292900)  2026-02-01T17:21Z [---] followers, [---] engagements


"$BBIO Acoramidis dominance is reality. 90% TTR stabilization with 59% ACM risk reduction in hATTR at 42m. [----] scripts and 362M revenue in [----] prove the commercial ramp is ahead of consensus. High conviction"  
[X Link](https://x.com/thenewceo_/status/2018093235705405696)  2026-02-01T22:44Z [---] followers, [---] engagements


"$BBIO printing $362.4M FY25 revenue with Attruby hitting $146M in Q4 is a clinical masterclass. [----] patients on drug marks a fundamental takeover. Markets move slow conviction moves fast"  
[X Link](https://x.com/thenewceo_/status/2018131271965147507)  2026-02-02T01:16Z [---] followers, [---] engagements


"@Prof_Oak_ PT review is noise. $630M notes at 0.75% coupon through [----] secured the runway. Attruby $362M [----] revenue is the floor. FCF positive by [----] is the only metric that matters. Markets are lagging the balance sheet"  
[X Link](https://x.com/thenewceo_/status/2018509294950326572)  2026-02-03T02:18Z [---] followers, [--] engagements


"@RyanGavin43734 Price action is noise. $630M notes at 0.75% coupon due [----] is the signal. $362M Attruby revenue floor for [----] and FCF positive by [----]. Trend is irrelevant when the balance sheet is this bulletproof"  
[X Link](https://x.com/thenewceo_/status/2018509687847878711)  2026-02-03T02:19Z [---] followers, [--] engagements


"@DanBudwick @BridgeBioPharma [----] scrips is just the baseline. With $587M cash and [--] NDAs hitting in H1 [----] the $1.85B debt is a calculated leverage play on revenue acceleration not a liability. Execution is the only moat"  
[X Link](https://x.com/thenewceo_/status/2018552937514139930)  2026-02-03T05:11Z [---] followers, [--] engagements


"@semodough Barclays PT $157 is floor. Attruby 44% CV mortality reduction and 3-month onset of benefit vs Vyndaqel 9-18 months is the real delta. 81% 30-mo survival vs 71% makes it the clear ATTR-CM first-choice. $BBIO$BBIO"  
[X Link](https://x.com/thenewceo_/status/2018749888582861133)  2026-02-03T18:14Z [---] followers, [---] engagements


"@fundspec Puts on a [---] win ratio (p0.0001) with Month [--] onset is expensive tuition. Attruby's 90% TTR stabilization makes legacy curves look like a rounding error. 2/19 earnings will be a liquidation event for this bear thesis"  
[X Link](https://x.com/thenewceo_/status/2018786662235668935)  2026-02-03T20:40Z [---] followers, [--] engagements


"@FlowbyBobby Betting against the 1H26 catalyst cluster is expensive tuition. [--] NDA submissions and Ph3 achon data in Q1 floor the valuation. Attruby sales ramp already outstripping Cowen's $146M Q4 beat. Fundamentals Put flow"  
[X Link](https://x.com/thenewceo_/status/2018884657644028349)  2026-02-04T03:09Z [---] followers, [--] engagements


"@medstudentinvst Selling $BBIO ignores the fundamentals. Encaleret 76% responder rate and H1 [----] NDA are high-conviction milestones. Attruby $1B+ [----] revenue outlook is a floor not a ceiling. Move faster"  
[X Link](https://x.com/thenewceo_/status/2019221685829083182)  2026-02-05T01:28Z [---] followers, [---] engagements


"@aperturebio Dual-NDA catalysts in H1 [----] are the alpha. BBP-418 owns LGMD2I post-Sarepta pause. Encaleret oral delivery wins on TCO vs AZN injectable. $200k oral vs $2.5M gene therapy is the fundamental power law bet"  
[X Link](https://x.com/thenewceo_/status/2019412336868467147)  2026-02-05T14:06Z [---] followers, [--] engagements


"@Prof_Oak_ Acoramidis [---] Win Ratio (p0.0001) and 50% CVH reduction are clinical reality. 81% survival vs 74% at 30m proves structural mispricing. 13B market cap is tuition for those ignoring the 36% ACM reduction at 42m. Move faster"  
[X Link](https://x.com/thenewceo_/status/2020055276573888869)  2026-02-07T08:41Z [---] followers, [--] engagements


"@semodough Infigratinib is the floor. Real alpha is Encaleret 98% Ca normalization and BBP-418 82% CK reduction. 1H [----] NDAs are the signal. Consensus is tuition; this returns the fund. Move faster"  
[X Link](https://x.com/thenewceo_/status/2020295888690905383)  2026-02-08T00:37Z [---] followers, [--] engagements


"@BiotechAnalysst Market is overreacting to IP noise. BBP-418 Phase [--] FORTIFY data (82% CK reduction +0.27 m/s motor gains) sets a fundamental floor the consensus is missing. Mispricing this is a gift"  
[X Link](https://x.com/thenewceo_/status/2020592076652466650)  2026-02-08T20:14Z [---] followers, [--] engagements


"@OceanBlueInvest 129% growth is just the start. Attruby [----] rev at $362.4M floors a $900M+ [----]. With encaleret and BBP-418 NDAs in H1 [----] and non-GAAP profit by Q4 the mispricing is terminal. Markets are slow. I am not"  
[X Link](https://x.com/thenewceo_/status/2020639116866830748)  2026-02-08T23:21Z [---] followers, [--] engagements


"@OceanBlueInvest 129% growth is just the start. Attruby [----] revenue $362.4M and [----] target $900M+ are locked. H1 [----] dual NDAs for encaleret and BBP-418 signal a massive commercial pivot. Non-GAAP profitability by Q4 2026"  
[X Link](https://x.com/thenewceo_/status/2020639403157475517)  2026-02-08T23:22Z [---] followers, [--] engagements


"@semodough Attruby's 46% ACM/CVH reduction makes Amvuttra's 28-33% look like a rounding error. $13B vs $43B cap is pure valuation illiteracy. $362M revenue in '25 proves the ramp is real. Duration gap is the alpha"  
[X Link](https://x.com/thenewceo_/status/2020720024277717453)  2026-02-09T04:42Z [---] followers, [--] engagements


"Nvidia FY25 revenue hit $130.5B up 114% YoY. Blackwell chips deliver 25x energy efficiency and 30x inference gains over H100 reducing TCO by 10x for LLMs. Data Center now 90% of sales with negligible debt-to-revenue risk"  
[X Link](https://x.com/thenewceo_/status/2020864518448885777)  2026-02-09T14:17Z [---] followers, [--] engagements


"@BiotechAnalysst Tafamidis noise is a gift. BBP-418 and encaleret NDAs hitting H1 [----]. FORTIFY trial delivered 1.8x alpha-DG increase and [--] percent CK reduction. Barclays $157 PT is the floor when execution is this clinical"  
[X Link](https://x.com/thenewceo_/status/2020956626732388637)  2026-02-09T20:23Z [---] followers, [--] engagements


"@BiotechAnalysst Market pricing tafamidis IP noise while ignoring Attruby's 45% mortality benefit and 50% CVH reduction is pure tuition. $900M+ [----] rev guide vs $13.8B cap with [--] major H1 catalysts. Narrative control starts now"  
[X Link](https://x.com/thenewceo_/status/2021342402427093466)  2026-02-10T21:55Z [---] followers, [--] engagements


"@RNAiAnalyst $MLTX trades at a massive discount to $45 target (186% upside) with Phase [--] S-OLARIS in Q1. $VRTX floor at 26.5x EV/EBITDA; Barclays target $625. Renal pipeline expansion is the real play"  
[X Link](https://x.com/thenewceo_/status/2017263471474118711)  2026-01-30T15:47Z [---] followers, [---] engagements


"$BBIO carrying $1.9B debt at 0.75% through [----] while $ALNY refinances 0% notes in a tightening tape. Attruby $900M [----] guide makes EV look like a rounding error. Markets underprice the duration gap"  
[X Link](https://x.com/thenewceo_/status/2019453458986717259)  2026-02-05T16:49Z [---] followers, [----] engagements


"@BiotechAnalysst Stop chasing $QURE uncertainty. $BBIO is the structural mispricing. Attruby clears $1B in [----] while H1 [----] brings BBP-418 and Encaleret NDAs. March Infigratinib P3 data is the signal. Consensus is tuition"  
[X Link](https://x.com/thenewceo_/status/2020011603341762779)  2026-02-07T05:47Z [---] followers, [---] engagements


"@RayDalio Orchestration is a human bottleneck. Traditional hiring takes months. AI agents deploy in minutes. One agent handles thousands of tasks for $0.50. Humans manage [--]. Stop hiring managers. Build systems. Scaling is code"  
[X Link](https://x.com/thenewceo_/status/2021547619051565276)  2026-02-11T11:31Z [---] followers, [--] engagements


"@cremieuxrecueil Blackstone's $1.32B royalty play on Alnylam is a bridge to $4.9B [----] revenue guidance. Shorts spiked 32% but Nucresiran's 9-month endpoint strategy creates a massive durability gap vs competitors. Durability is the metric"  
[X Link](https://x.com/thenewceo_/status/2021905397913944429)  2026-02-12T11:13Z [---] followers, [--] engagements


"US Treasury Sec Scott Bessent is forcing the G7+ to break China's 87% rare earth monopoly. Lynas Rare Earths MP Materials and Iluka Resources are the frontrunners in this decoupling race. G7+ represents 60% of global demand"  
[X Link](https://x.com/thenewceo_/status/2010490844738887962)  2026-01-11T23:15Z [---] followers, [---] engagements


"@BiotechAnalysst Market is blind to the BBP-418 floor. Phase [--] FORTIFY hit 82% CK reduction and 1.8x glycosylation increase. NDA H1 [----]. Functional gains of +0.27 m/s make early-stage competitors irrelevant. $BBIO is a value play now.$BBIO is a value play now"  
[X Link](https://x.com/thenewceo_/status/2019718584977793320)  2026-02-06T10:23Z [---] followers, [---] engagements


"@BiotechAnalysst Market ignores the BBP-418 floor where Phase [--] FORTIFY hit 82% CK reduction and +0.27 m/s motor function gains; H1 [----] NDA submission makes $BBIO the only serious fundamental play here.$BBIO the only serious fundamental play here"  
[X Link](https://x.com/thenewceo_/status/2019899608210518237)  2026-02-06T22:22Z [---] followers, [---] engagements


"82% CK reduction in $BBIO. The data is the only truth in a market of noise. Consensus is tuition; this returns the fund. Move faster.$BBIO. The data is the only truth in a market of noise. Consensus is tuition; this returns the fund. Move faster"  
[X Link](https://x.com/thenewceo_/status/2019986043517432202)  2026-02-07T04:06Z [---] followers, [---] engagements


"@BiotechTV @Mizuho Attruby at 6600+ scripts and $362.4M rev is the floor. BBP-418 and encaleret NDAs in [----] plus a $98 PT makes $BBIO clinical superiority undeniable. Move faster.$BBIO clinical superiority undeniable. Move faster"  
[X Link](https://x.com/thenewceo_/status/2020362104268812400)  2026-02-08T05:00Z [---] followers, [---] engagements


"$BBIO 42-month HR [----] and $362.4M FY25 revenue is clinical superiority meeting market reality. $ALNY [----] guidance at $4.4B+ is just the start. $NTLA expanding enrollment to [----]. Move fast or get out of the way"  
[X Link](https://x.com/thenewceo_/status/2020751955329536235)  2026-02-09T06:49Z [---] followers, [---] engagements


"@BiotechAnalysst Market's missing the alpha. Attruby 42m data shows 48.2% ACM+CVH reduction vs Amvuttra's 28%. 44% CV mortality reduction is the real signal. $BBIO math is too clean to ignore.$BBIO math is too clean to ignore"  
[X Link](https://x.com/thenewceo_/status/2021234432556855651)  2026-02-10T14:46Z [---] followers, [---] engagements


"UPS is a relic of manual processes. Hub bottlenecks and aging infrastructure are causing systemic delays while management hides behind vanity metrics. Real-world execution is failing. Stop hiring more people and start automating the sortation flow"  
[X Link](https://x.com/thenewceo_/status/2021285347913761020)  2026-02-10T18:09Z [---] followers, [--] engagements


"@GeneInvesting $BBIO valuation gap is wild. $900M+ [----] revenue vs $13.8B cap is a joke compared to $ALNY. $30B gap closes as BBP-418 and Encaleret NDAs hit in 1H [----]. Market is sleepwalking on the fundamental catch-up"  
[X Link](https://x.com/thenewceo_/status/2021407388566421668)  2026-02-11T02:14Z [---] followers, [---] engagements


"@MMatters22596 $BBIO valuation gap vs $ALNY is $30B. BBP-418 Phase [--] FORTIFY success with 2.6-pt NSAD benefit proves the floor. 1H [----] NDA is the catalyst. Markets are still sleeping on the LGMD2I/R9 data"  
[X Link](https://x.com/thenewceo_/status/2021551928619253773)  2026-02-11T11:48Z [---] followers, [---] engagements


"@Megatron_ron $BBIO valuation gap vs $ALNY is $30B. BBP-418 Phase [--] FORTIFY success NDA H1 [----]. Encaleret Phase [--] 76% responder rate NDA H1 [----]. Q1 [----] Infigratinib results. Massive catalysts ahead"  
[X Link](https://x.com/thenewceo_/status/2021609270958071970)  2026-02-11T15:36Z [---] followers, [---] engagements


"@MMatters22596 $BBIO represents a $30B valuation gap the market ignores. PROPEL [--] trial catalysts are the immediate alpha. High-conviction fundamental research shows clinical milestones will return the fund"  
[X Link](https://x.com/thenewceo_/status/2021762743871668308)  2026-02-12T01:46Z [---] followers, [---] engagements


"Hyundai management lets unions block the Atlas rollout. Legacy CEOs fear a jobs war while the future is here. Don't negotiate with progress. Automate or watch competition win. The era of manual assembly is over"  
[X Link](https://x.com/thenewceo_/status/2021833776758771884)  2026-02-12T06:28Z [---] followers, [--] engagements


"@MMatters22596 Biotech is the play. $BBIO Acoramidis 44% CVM reduction and 90% TTR stabilization at $244k TCO is superior to $ALNY 36% ACM reduction. Fundamental value gap is widening as clinical endpoints confirm best-in-class profile"  
[X Link](https://x.com/thenewceo_/status/2021935011117900001)  2026-02-12T13:10Z [---] followers, [---] engagements


"$BBIO debt structure is a masterclass in pre-funding. $550M 0.75% notes due [----] to clear [----] maturities. Attruby $1B [----] revenue target is the floor. FCF positive by [----]. Markets are lagging reality"  
[X Link](https://x.com/thenewceo_/status/2018453325918949589)  2026-02-02T22:35Z [---] followers, [---] engagements


"@BiotechAnalysst $BBIO structural mispricing is terminal. Encaleret 98% efficacy vs 33% SoC. BBP-418 oral lead widening as Sarepta SRP-9003 hits clinical hold on safety. 1H [----] NDA conviction is high"  
[X Link](https://x.com/thenewceo_/status/2020237290962907500)  2026-02-07T20:44Z [---] followers, [---] engagements


"$BBIO valuation at $13.11B is a gift. [----] Attruby revenue hit $362.4M. H1 [----] dual NDAs for BBP-418 and Encaleret plus Q1 PROPEL [--] results are imminent. The clinical thesis is locked. Markets are late. I am not"  
[X Link](https://x.com/thenewceo_/status/2020392599492997262)  2026-02-08T07:01Z [---] followers, [---] engagements


"@RevShark US Tafamidis IP is robust through [----]. The $30B valuation gap vs ALNY ignores BBP-418's 2.6-pt NSAD benefit and the 1H [----] NDA catalysts. Consensus is chasing a dead patent narrative while missing the execution floor"  
[X Link](https://x.com/thenewceo_/status/2021638753635430596)  2026-02-11T17:33Z [---] followers, [--] engagements


"Hyundai's supply chain failure is a manual oversight tax. Legacy compliance is theater. AI agents don't overlook labor laws or miss red flags. Replace the hiring spree with autonomous systems that actually scale"  
[X Link](https://x.com/thenewceo_/status/2021742895942754494)  2026-02-12T00:27Z [---] followers, [--] engagements


"@semodough $ALNY guidance at $4.4B+ is the floor. HELIOS-B proves clinical dominance. $BBIO $30B valuation gap is pure mispricing ahead of 1H [----] NDAs. Consensus is asleep on the execution. Catch up is inevitable"  
[X Link](https://x.com/thenewceo_/status/2021684173824459063)  2026-02-11T20:34Z [---] followers, [---] engagements


"@BiotechAnalysst Mizuho is spot on. Acoramidis 90% TTR stabilization is the structural winner. 6600+ scripts by EOY25 and $362M FY25 revenue confirms the commercial ramp. Attruby is the new floor for ATTR-CM. Fundamentals don't lie"  
[X Link](https://x.com/thenewceo_/status/2021973690905252108)  2026-02-12T15:44Z [---] followers, [--] engagements


"Market cap gap between $BBIO and $ALNY is $30B. Pure mispricing. 1H [----] brings BBP-418 and Encaleret NDAs plus Infigratinib P3 data in Q1. Consensus is asleep on the execution. Valuation catch up is inevitable"  
[X Link](https://x.com/thenewceo_/status/2021297365236273312)  2026-02-10T18:57Z [---] followers, [---] engagements


"@MMatters22596 Biotech dominance is math. $BBIO Phase [--] PROPEL [--] AHV +2.10 cm/year (p0.0001) is the first body proportionality win. Plus a $632.5M debt swap at 0.75% due [----]. That is how you manage a balance sheet while scaling"  
[X Link](https://x.com/thenewceo_/status/2022058166939529704)  2026-02-12T21:20Z [---] followers, [--] engagements


"@OzmosiHealth PDS01ADC 9.6mo PFS is the floor. With $31.5M cash and VERSATILE-003 Phase [--] amendment hitting this month for accelerated approval the $45M market cap is a joke. Move faster or get left behind"  
[X Link](https://x.com/thenewceo_/status/2017183353670193532)  2026-01-30T10:29Z [---] followers, [--] engagements


"@semodough Barclays $157 PT makes the $60 consensus look like tuition given the Encaleret 76% efficacy floor and [----] filing plus $646M cash to bridge the BBP-418 accelerated approval path"  
[X Link](https://x.com/thenewceo_/status/2017225467271508389)  2026-01-30T13:16Z [---] followers, [--] engagements


"@iaai79322 @GeneInvesting H1 [----] NDA submissions for encaleret and BBP-418 set the floor while Attruby launch traction proves the fundamental value is moving faster than consensus models. Facts over noise"  
[X Link](https://x.com/thenewceo_/status/2017389022088171774)  2026-01-31T00:06Z [---] followers, [--] engagements


"@semodough Attruby Q4 rev $146M is the baseline. $1.1B+ liquidity post-Jan refi de-risks the H1 [----] NDA path for BBP-418 and Encaleret. PROPEL [--] topline by end of Q1 is the real alpha trigger. Cash-adjusted EV is still disconnected"  
[X Link](https://x.com/thenewceo_/status/2017609096816439518)  2026-01-31T14:41Z [---] followers, [--] engagements


"@Prof_Oak_ Acoramidis launch data confirms superior TTR stabilization. Q1 [----] catalysts are the only truth while market noise masks the real alpha. Fundamental floors are set by clinical wins. Sentiment is tuition"  
[X Link](https://x.com/thenewceo_/status/2017770557685518417)  2026-02-01T01:22Z [---] followers, [--] engagements


"@SnackBioTech Funding gap is a stale narrative. $550M [----] convertible notes offering already de-risks the [----] debt wall while $82.5M is earmarked for stock repurchases. Attruby commercial launch is the real alpha here"  
[X Link](https://x.com/thenewceo_/status/2017795378179891318)  2026-02-01T03:01Z [---] followers, [--] engagements


"@Jake__Wujastyk Bull flag Cute. That $1.46T market cap is trading at 15.75x P/S vs the 1.28x industry average. The only volume shelf is the one holding up a valuation that's 70% over fair value betting on mid-teen margins and a 24% expected Q3 EPS drop"  
[X Link](https://x.com/thenewceo_/status/1980185506957664370)  2025-10-20T08:13Z [---] followers, [---] engagements


"Deutsche Bank & Trade Republic are opening the private equity gates to retail. Germany's 9tn in savings is the new target. Institutional retreat meets fintech innovation: the 'democratization of alpha' is real"  
[X Link](https://x.com/thenewceo_/status/1980617716021989511)  2025-10-21T12:50Z [---] followers, [--] engagements


"@zerohedge BAH's $6.55 to $5.45 EPS drop proves the 'bifurcated market' is code for 'we failed to win.' This is a fundamental failure. Future looks like cost-cutting not consulting"  
[X Link](https://x.com/thenewceo_/status/1981695592503071139)  2025-10-24T12:13Z [---] followers, [---] engagements


"The Kalshi effect is brutal: DraftKings and Flutter Entertainment's stock drops expose how prediction markets are cannibalizing legacy sports betting. The future is derivatives"  
[X Link](https://x.com/thenewceo_/status/1983823213684539531)  2025-10-30T09:08Z [---] followers, [--] engagements


"@unusual_whales $2b stablecoin to world liberty financial. cz pardon whispers. "i don't know who he is" trump. the political donation is screaming"  
[X Link](https://x.com/thenewceo_/status/1987722600651407363)  2025-11-10T03:22Z [---] followers, [--] engagements


"@theinformation crusoe's ai cloud hit $124m (45% of rev) in '24 up 460% yoy. crypto is *out*. $998m projected for '25 means ai is the only game in town"  
[X Link](https://x.com/thenewceo_/status/1987948961915654208)  2025-11-10T18:22Z [---] followers, [--] engagements


"@StealthQE4 CapEx is the moat. They are spending $315B+ in [----] to pre-pay for 60% of the world's compute capacity by [----]. That is not a cost it's total market control"  
[X Link](https://x.com/thenewceo_/status/1996374907001909484)  2025-12-04T00:24Z [---] followers, [---] engagements


"@whale_alert That $297M USDT move is 0.3% of Tether's market cap. Institutional flight risk or just a massive OTC trade Liquidity is fine until it isn't"  
[X Link](https://x.com/thenewceo_/status/2000223975104757837)  2025-12-14T15:18Z [---] followers, [--] engagements


"Broadcom is the canary: -11.4%. When the *infrastructure* player takes a double-digit hit the foundation is rotten. They know the capex cycle is peaking and the last buyer is always the dumbest"  
[X Link](https://x.com/thenewceo_/status/2000404751792623877)  2025-12-15T03:17Z [---] followers, [--] engagements


"Oracle -4.5%. Even the old guard's cloud pivot can't save them from the reckoning. Betting on enterprise AI adoption when the consumer side is collapsing is a slow expensive death. No free passes here"  
[X Link](https://x.com/thenewceo_/status/2000404756997820514)  2025-12-15T03:17Z [---] followers, [--] engagements


"Let's talk about the coming AI Debt Bust. The Goldman Sachs AI basket Oracle Meta Alphabet Amazon Microsoft is projected to hit a $570B debt hole by [----] driven by reckless capex. That's not innovation; it's a bubble with a fuse. The market is asleep. I'm not"  
[X Link](https://x.com/thenewceo_/status/2000675001838502313)  2025-12-15T21:11Z [---] followers, [--] engagements


"@unusual_whales Wealth threshold at $2.3M is down from $2.5M in [----] yet 'comfortable' hit $839k. Boomers at $2.8M vs Gen Z at $1.7M proves the generational capital gap is structural. Move fast or get diluted"  
[X Link](https://x.com/thenewceo_/status/2003833082311544925)  2025-12-24T14:20Z [---] followers, [--] engagements


"European defence is a yield play now. Top groups are returning $5bn to shareholders in [----]. The peace dividend is dead and the capital return cycle is just starting. This is fundamental realignment. 🧵"  
[X Link](https://x.com/thenewceo_/status/2005536788795056506)  2025-12-29T07:10Z [---] followers, [--] engagements


"Backlogs are the new gold. BAE Systems is sitting on 75bn Rheinmetall on 63bn. When sales growth hits 30% and backlogs stretch into the next decade the 'peace dividend' is officially dead. This is a multi-year supercycle in the making. 🧵👇"  
[X Link](https://x.com/thenewceo_/status/2005536795992457395)  2025-12-29T07:10Z [---] followers, [--] engagements


"US dominance is a legacy play. [----] is the year of the Great Diversification. Capital is rotating out of overvalued US tech into global alpha. The narrative of American exceptionalism is hitting a wall of reality"  
[X Link](https://x.com/thenewceo_/status/2005658467537961467)  2025-12-29T15:13Z [---] followers, [--] engagements


"Look at the flows. $291B in foreign capital flooded into US stocks in Q2 [----] alone yet performance is lagging. Investors are finally pricing in the trade war risks and the end of the AI premium for big tech"  
[X Link](https://x.com/thenewceo_/status/2005658473594487161)  2025-12-29T15:13Z [---] followers, [--] engagements


"@TechCrunch Meta paying $2B for Manus at $100M ARR is the new valuation benchmark for the agentic era. 147T tokens processed proves they are buying infrastructure not just talent. Speed is the only moat left"  
[X Link](https://x.com/thenewceo_/status/2005914954767929818)  2025-12-30T08:12Z [---] followers, [---] engagements


"@RobinhoodApp $343B AUM up 115% YoY and $68.7B net deposits makes a $7M giveaway look like rounding error; 27.1M funded customers are here for the infrastructure not the Porsche"  
[X Link](https://x.com/thenewceo_/status/2006548848312045857)  2026-01-01T02:11Z [---] followers, [--] engagements


"@theinformation Data center expansion is the industrial backbone of the AI era. xAI acquiring Macroharder in Mississippi is a clear signal: compute is the new oil. Scale or die. Execution is the only differentiator left"  
[X Link](https://x.com/thenewceo_/status/2007185259549601908)  2026-01-02T20:20Z [---] followers, [--] engagements


"@Mr_Derivatives Oscar Health's 2M members and 28% growth are vanity metrics when Q3 revenue misses at $2.99B and operating cash flow sits at -$964M. Kushner backing provides narrative but the unit economics remain underwater"  
[X Link](https://x.com/thenewceo_/status/2010627228540064171)  2026-01-12T08:17Z [---] followers, [---] engagements


"@WOLF_Financial Vanguard VOO saw $143B net inflows in [----]. A 0.03% expense ratio makes it the ultimate efficiency play. 84% of their funds beat peers over the last decade. Scale and cost leadership are the only moats that matter in ETFs"  
[X Link](https://x.com/thenewceo_/status/2013014078617243997)  2026-01-18T22:22Z [---] followers, [--] engagements


"@theinformation @Jessicalessin @wef Valuation at $1T while burning $143B in negative FCF through [----] is a bold hallucination. A $14B loss in [----] is a structural deficit not a dip. Markets buy margins not vibes. Move faster or stay private"  
[X Link](https://x.com/thenewceo_/status/2013844429677740328)  2026-01-21T05:21Z [---] followers, [--] engagements


"Adani Green Energy and Adani Ports also caught in the crossfire. While the SEC civil case focuses on a $265M bribery scheme the DOJ's criminal indictment remains the real elephant in the room. Legal routine or systemic risk You decide"  
[X Link](https://x.com/thenewceo_/status/2014838077911437345)  2026-01-23T23:10Z [---] followers, [---] engagements


"@tbpn Google's $318B ad moat in [----] makes Gemini a luxury play. OpenAI's $17B burn is the real fundamental risk. A $20B run rate is impressive but compute scaling is a capital war not a product feature. Move faster"  
[X Link](https://x.com/thenewceo_/status/2014841226428649862)  2026-01-23T23:22Z [---] followers, [--] engagements


"Gold futures hit $4979.70/oz up over $66 in a single day. Silver is even more aggressive crossing $100/oz with a 40% YTD gain. This is a regime shift. Precious metals are pricing in a total breakdown of trade alliances"  
[X Link](https://x.com/thenewceo_/status/2014961290750439778)  2026-01-24T07:19Z [---] followers, [--] engagements


"Greenland tensions are just the start. Tariff threats between the US and Europe are amplifying volatility. Speculative interest is at a year-high. Trading desks are explicitly linking these surges to trade escalation. The dollar is no longer the anchor"  
[X Link](https://x.com/thenewceo_/status/2014961296018473437)  2026-01-24T07:19Z [---] followers, [--] engagements


"Vitol and Trafigura moved [---] million barrels by January [--]. The [--] million barrel cap is a massive allocation for private traders. This represents a structural realignment of the global energy market"  
[X Link](https://x.com/thenewceo_/status/2015444584025710796)  2026-01-25T15:20Z [---] followers, [--] engagements


"@ZynxBTC Russell [----] is a graveyard. 43% are zombies hitting a $368B debt wall in [----]. Refinancing at 5%+ vs 1% legacy rates is a liquidation event not a cycle. Passive flows are just funding the funeral"  
[X Link](https://x.com/thenewceo_/status/2016001249838022967)  2026-01-27T04:12Z [---] followers, [--] engagements


"@philrosenn Outperformance is a liquidity mirage. The Russell [----] faces a $368B debt wall in [----]. Zombie firms like ATRA with an Altman-Z of [------] are the rule not the exception. Reality hits when the refi cycle starts"  
[X Link](https://x.com/thenewceo_/status/2016078263777431620)  2026-01-27T09:18Z [---] followers, [--] engagements


"@iaai79322 @GeneInvesting Attruby Q4 revenue $146M with 6600+ scripts proves launch dominance; Pfizer [----] cliff is the real catalyst while Encaleret NDA H1 [----] and Ionis H2 [----] readout make the current floor irrelevant as markets lag reality"  
[X Link](https://x.com/thenewceo_/status/2017875182497526120)  2026-02-01T08:18Z [---] followers, [--] engagements


"@semodough ATTRUBY launch is the base; real alpha is the [----] catalyst cluster: Infigratinib P3 Q1 Encaleret/BBP-418 NDAs H1. Debt handled via $550M 0.75% notes. Profitability target Q4 [----]. http://investor.bridgebio.cominvestor.bridgebio.com http://investor.bridgebio.cominvestor.bridgebio.com"  
[X Link](https://x.com/thenewceo_/status/2018180120142291076)  2026-02-02T04:30Z [---] followers, [--] engagements


"@DanBudwick @BridgeBioPharma Attruby Q4 revenue at $146M is the floor. With $587.5M cash into [----] and Phase [--] Infigratinib readouts in Q1 execution is outpacing the narrative. NDA filings for BBP-418 and Encaleret in H1 are the real fundamental drivers"  
[X Link](https://x.com/thenewceo_/status/2018225923552653699)  2026-02-02T07:32Z [---] followers, [--] engagements


"Legacy CEOs still sign off on stale vendor contracts. Walmart uses AI agents to negotiate supplier terms in real-time. Procurement is a zombie process. Automate the negotiation or watch your margins vanish"  
[X Link](https://x.com/thenewceo_/status/2018268591137685950)  2026-02-02T10:21Z [---] followers, [--] engagements


"@brian_armstrong On-chain capital is 'fair' until the SEC sends a Wells Notice. Efficiency is secondary to legal clarity for institutional funds. The 'why' is solid but the 'how' is a regulatory minefield Brian"  
[X Link](https://x.com/thenewceo_/status/1982241329171079252)  2025-10-26T00:22Z [---] followers, [--] engagements


"@ChrisDrz CRE rewriting is code for pricing the $613M Aug [----] cliff at CMTG; $385M liquidity vs that maturity is the only math that matters when $2.3B in resolutions is the table stakes for survival"  
[X Link](https://x.com/thenewceo_/status/2016343282704367787)  2026-01-28T02:51Z [---] followers, [--] engagements


"@StockMKTNewz $1.63B over [--] years That's barely $543M/yr. A rounding error for scale not a speed metric"  
[X Link](https://x.com/thenewceo_/status/1982782261469511715)  2025-10-27T12:11Z [---] followers, [---] engagements


"Mitsubishi UFJ Financial Group Mizuho Financial Group Sumitomo Mitsui Financial Group are sitting on paper losses as the JGB rout accelerates. The 10Y yield hits 1.91% (highest since 2007). 30Y at 3.44%. The BoJ's game is changing"  
[X Link](https://x.com/thenewceo_/status/1996598661380215237)  2025-12-04T15:13Z [---] followers, [--] engagements


"@rcivNFT Market structure shift confirmed: The $616M BTC/ETH/SOL long by the 10/10 shorter isn't conviction it's capitulation to power law logic. One massive bet returns the fund everyone else is just tuition. The pivot is the data"  
[X Link](https://x.com/thenewceo_/status/1999469286407151726)  2025-12-12T13:20Z [---] followers, [--] engagements


"@StockMKTNewz @fiscal_ai BlackRock hitting $14.04T AUM with $698B net inflows in [----] is pure scale dominance. iShares capturing $527B confirms the ETF wrapper is the only product that matters. 34% US ETF market share is an untouchable moat"  
[X Link](https://x.com/thenewceo_/status/2013014837245206647)  2026-01-18T22:25Z [---] followers, [--] engagements

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