# ![@AlphaUncovered Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1111414677022691328.png) @AlphaUncovered Alpha Uncovered

Alpha Uncovered posts on X about target, growth, $ocul, $tvtx the most. They currently have [-----] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1111414677022691328/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1111414677022691328/c:line/m:interactions.svg)

- [--] Week [---] -38%
- [--] Month [-----] -40%
- [--] Months [------] +46,581%

### Mentions: [--] [#](/creator/twitter::1111414677022691328/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1111414677022691328/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1111414677022691328/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1111414677022691328/c:line/m:followers.svg)

- [--] Week [--] +13%
- [--] Month [--] +57%
- [--] Months [--] +500%

### CreatorRank: undefined [#](/creator/twitter::1111414677022691328/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1111414677022691328/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries) 

**Social topic influence**
[target](/topic/target), [growth](/topic/growth), [$ocul](/topic/$ocul), [$tvtx](/topic/$tvtx), [$mirm](/topic/$mirm), [$bcrx](/topic/$bcrx), [close](/topic/close), [$rzlt](/topic/$rzlt), [peak](/topic/peak), [$sny](/topic/$sny)

**Top accounts mentioned or mentioned by**
[@aperturebio](/creator/undefined) [@persimmonti](/creator/undefined) [@parasbiotech](/creator/undefined) [@nightowlbiotech](/creator/undefined) [@ssunten](/creator/undefined) [@davidmiedz](/creator/undefined) [@biotechanalysst](/creator/undefined) [@bigchodu](/creator/undefined) [@topstockalerts1](/creator/undefined) [@plainyogurt21](/creator/undefined) [@desertdweller93](/creator/undefined) [@elmonogran42994](/creator/undefined) [@smithy05261244](/creator/undefined) [@toplvlexcutive](/creator/undefined) [@iancassel](/creator/undefined) [@markmanson](/creator/undefined) [@wsj](/creator/undefined)

**Top assets mentioned**
[Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Synthetify (SNY)](/topic/$sny) [uniQure N.V. (QURE)](/topic/$qure) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Alumis Inc. (ALMS)](/topic/$alms) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA)](/topic/$knsa) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Catalyst Pharmaceutical  Inc. (CPRX)](/topic/$cprx) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Mist (MIST)](/topic/$mist) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [SuperRare (RARE)](/topic/$rare) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Ligand Pharmaceuticals Inc. (LGND)](/topic/$lgnd) [ADMA Biologics, Inc. (ADMA)](/topic/$adma) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Daily country momentum rank - minimal movement in rank. European heartland occupies top [--] trade war continues to impact USA and Asia negatively #EWA #EWC #EWG #EWH #EWI #EWJ #EWP #EWQ #EWS #EWT #EWU #EWW #EWY #EWZ #FXI #INDA #SPY"  
[X Link](https://x.com/AlphaUncovered/status/1918291265541582996)  2025-05-02T13:07Z [--] followers, [--] engagements


"What's the bull case for owning $CPRX They have no R&D Firdapse growth is slow Fycompa went Gx and they have low M&A potential"  
[X Link](https://x.com/walterwhite_phd/status/2005417753419858169)  2025-12-28T23:17Z [--] followers, [---] engagements


"@PersimmonTI $XENE yep let's see Ph3. I could see them being bought out if they hit"  
[X Link](https://x.com/walterwhite_phd/status/2005420028087472471)  2025-12-28T23:26Z [--] followers, [---] engagements


"$EYPT with its own Ph2 wAMD asset is also up 5% in sympathy to $OCUL news"  
[X Link](https://x.com/anyuser/status/2011795679769772315)  2026-01-15T13:40Z [--] followers, [---] engagements


"@PersimmonTI $KRYS struggling to see them acquired. Their value is locked up in their pipeline which is all over the place (ophthalmology derm onc respiratory)"  
[X Link](https://x.com/walterwhite_phd/status/2005419772314566678)  2025-12-28T23:25Z [--] followers, [---] engagements


"Here is a list of my top longs shorts and watch list. Target %s are relative to Jan [--] close. $QURE $BCRX $KNSA $TARS $TGTX $ARDX $NBIX $AXSM $TVTX $MIRM $ASND $COLL"  
[X Link](https://x.com/anyuser/status/2012208249106252144)  2026-01-16T17:00Z [--] followers, [---] engagements


"@Ssunten_ $MIST No money to commercialize. Too big of initial sales force. Unproven asset. What could go wrong"  
[X Link](https://x.com/AlphaUncovered/status/2002893474501382385)  2025-12-22T00:06Z [--] followers, [---] engagements


"@davidmiedz If you assume a $200/sh buyout then the implied market odds are 28% a deal will take place. Your bid price is too high"  
[X Link](https://x.com/AlphaUncovered/status/2003312118398111790)  2025-12-23T03:50Z [--] followers, [--] engagements


"@BiotechAnalysst $TVTX FSGS is not Filsparis main indication. 30% upside for an FDA approval is highly unlikely. 15% at best (85% PoS to 100% PoS)"  
[X Link](https://x.com/walterwhite_phd/status/2003559771266490428)  2025-12-23T20:14Z [--] followers, [---] engagements


"@BigChodu $cytk has no commercial assets just a recent approval. Anything but derisked"  
[X Link](https://x.com/walterwhite_phd/status/2003645236254515316)  2025-12-24T01:53Z [--] followers, [---] engagements


"@aperturebio $rzlt they messed up their Ph3 in cHI. Now a poor read-through to tumor HI. Value no moonshot yes"  
[X Link](https://x.com/anyuser/status/2003646030706041297)  2025-12-24T01:56Z [--] followers, [---] engagements


"@TopStockAlerts1 $rzlt not until their next Ph3 readout in tumor"  
[X Link](https://x.com/AlphaUncovered/status/2003646510991646995)  2025-12-24T01:58Z [--] followers, [--] engagements


"@plainyogurt21 $rzlt they should rerun Ph3. if they can find the money. Cant have pts on such different background treatments in active & place o arms"  
[X Link](https://x.com/AlphaUncovered/status/2003646923165827559)  2025-12-24T02:00Z [--] followers, [--] engagements


"@paras_biotech $xbi most pipeline assets should fail. No different than R&D in other businesses. Managing biotech assets as portfolio only possible if well capitalized like $BBIO or other mid & large caps"  
[X Link](https://x.com/walterwhite_phd/status/2003648112808853630)  2025-12-24T02:05Z [--] followers, [---] engagements


"@DesertDweller93 $qure can you summarize your takeaways"  
[X Link](https://x.com/AlphaUncovered/status/2003648761206308918)  2025-12-24T02:07Z [--] followers, [---] engagements


"@paras_biotech Whats are the buyout $ totals by year"  
[X Link](https://x.com/AlphaUncovered/status/2003649307124334610)  2025-12-24T02:09Z [--] followers, [--] engagements


"Tough to get excited about $VNDA in light of tradipitant approval ($100M peak with current indication but more potential w/possible GLP-1 nausea treatment approval). Company is losing cash fast and trading at cash value"  
[X Link](https://x.com/walterwhite_phd/status/2006255053200580622)  2025-12-31T06:44Z [--] followers, [---] engagements


"More FDA surprises this time its $CORT on short end of stick. CRL of relacorilant in Cushing Syndrome ($1B+ peak) will hurt but still estimating 50% PoA considering success of their Ph3 trial"  
[X Link](https://x.com/walterwhite_phd/status/2006354395873878300)  2025-12-31T13:18Z [--] followers, [---] engagements


"To kick off [----] I will review my top pick - $QURE. This is a pure play on $QURE overcoming FDA objections on AMT-130 Ph3 data and it being approved in Huntington's target $35. The stock comes with a hefty 165% upside (bull target $63) relative to a 60% downside (bear target $10 trading at cash). Assuming approval I value AMT-130 at $52 ($2.5B peak sales) and $1 for HEMGENIX royalties. It's worth pointing out at $QURE's $24 price the implied AMT-130 PoS is only 30%. Although a new Ph3 may not be required after all a PoS of 50% typical of a pre-Ph3 CNS asset implies a price of $35."  
[X Link](https://x.com/walterwhite_phd/status/2006801718433165573)  2026-01-01T18:56Z [--] followers, [---] engagements


"Name me a more mismanaged biotech SMid than Ultragenyx ie $RARE. Way too many complicit parties in burning shareholders. The CEO & CFO have allowed $1B/yr in OpEx [--] years in a row With FY25 revs under $700M. Worst of all [--] sell-side analysts have a Buy on this dog and only [--] has a Hold (respect for Laura Chico from Wedbush). https://twitter.com/i/web/status/2007534083916607646 https://twitter.com/i/web/status/2007534083916607646"  
[X Link](https://x.com/walterwhite_phd/status/2007534083916607646)  2026-01-03T19:26Z [--] followers, [---] engagements


"@ElMonoGran42994 Going to be a tough sell to prescribers when $AMGN's inebilizumab clocked in an 87% reduction and HR of 0.13"  
[X Link](https://x.com/walterwhite_phd/status/2008181651424399805)  2026-01-05T14:19Z [--] followers, [--] engagements


"$ALMS up significantly (20%) on imminent Ph3 readout of envudeucitinib in psoriasis. Here's what I am looking for: 1) match or beat $JNJ's icotokinra and $TAK's zasocitinib data 2) at least a repeat of Ph2 efficacy & safety 3) good PASI [--] (45% - 50%) and PASI [---] (ideally 30%) and 4) good 24-wk efficacy https://twitter.com/i/web/status/2008513561362927793 https://twitter.com/i/web/status/2008513561362927793"  
[X Link](https://x.com/anyuser/status/2008513561362927793)  2026-01-06T12:18Z [--] followers, [---] engagements


"@NightOwlBiotech Great observation re $BCRX I am planning to write a short tidbit on why they are one of my top picks shortly. To answer your question the bear case is Orladeyo decelerates with increasing competition. Navenibart failing in Ph3 & increasing debt are secondary"  
[X Link](https://x.com/walterwhite_phd/status/2008515312648667483)  2026-01-06T12:25Z [--] followers, [---] engagements


"$RZLT 20%+ bounce on new analysis from failed Ph3. Is ersodetug active in cHI Clinical evidence points to a strong yes. Also all pts continued into OLE some even dropped 1L+ trmts to take erso monotherapy. But ultimately the Ph3 results are not supportive of FDA approval. @aperturebio $rzlt they messed up their Ph3 in cHI. Now a poor read-through to tumor HI. Value no moonshot yes. @aperturebio $rzlt they messed up their Ph3 in cHI. Now a poor read-through to tumor HI. Value no moonshot yes"  
[X Link](https://x.com/anyuser/status/2009001109571125534)  2026-01-07T20:36Z [--] followers, [---] engagements


"$TGTX set to open higher (7%+) on prelim [----] rev beat and [----] guidance ($825M-$850M in US). Briumvi continues its strong launch and SC version of Briumvi expected to provide upside in 2028"  
[X Link](https://x.com/anyuser/status/2011414193636057144)  2026-01-14T12:24Z [--] followers, [---] engagements


"$TVTX should bounce back on overreaction. Yes FSGS sNDA got extended by [--] months. But Filspari fav proteinuria should lead to eventual approval and fast take-up in a disorder w/out approved treatments. $1B peak in FSGS coupled with $750M peak in IgAN suggests valuation upside"  
[X Link](https://x.com/anyuser/status/2011420839137448429)  2026-01-14T12:51Z [--] followers, [---] engagements


"(1 of 2) $OCUL up only 20% this morning on reveal it rejected a $16/sh bid by $SNY in Sept and is expecting a revised bid soon. Bear in mind $16/sh would correspond to $3.4B market cap for $OCUL. Why is $SNY interested in $OCUL Its all about Axpaxli an improved VEGFi for wAMD and NPDR. Consensus places peak sales $1.5B. Its possible $OCUL is holding out for a $4B-$4.5B bid based on Axpaxli potential. Read on"  
[X Link](https://x.com/anyuser/status/2011793413738271217)  2026-01-15T13:31Z [--] followers, [---] engagements


"With $OCUL Ph3 readout yet to come its possible $SNY learned enough about asset & ongoing Ph3 trial to consider it relatively de-risked ahead of readout. Even is $SNY does not ultimately make a revised offer this bodes well for Axpaxli's Ph3 PoS. Lots more upside in $OCUL than the 20% gap up this morning. https://twitter.com/i/web/status/2011794494815895624 https://twitter.com/i/web/status/2011794494815895624"  
[X Link](https://x.com/anyuser/status/2011794494815895624)  2026-01-15T13:35Z [--] followers, [---] engagements


"@smithy05261244 Axpaxli's SOL-1 Ph3 trial success is what's driving $OCUL valuation and upside. If you believe $SNY is buying it for Dextenza its peak consensus sales are $60M"  
[X Link](https://x.com/walterwhite_phd/status/2011797225723109533)  2026-01-15T13:46Z [--] followers, [---] engagements


"@toplvl_excutive Technically yes its a tyrosine kinase inhibitor (TKI) that has demonstrated inhibition of VEGF [--] [--] and [--] receptor"  
[X Link](https://x.com/walterwhite_phd/status/2011800659289407809)  2026-01-15T14:00Z [--] followers, [--] engagements


"@NightOwlBiotech Helpful shortlist thanks. Many of the names on the bottom dont surprise me - $HRMY is a one-trick pony with upcoming LOE $APLS has Syfavore in reverse $OGNs portfolio reaching exclusivity $TVTX an FSGS approval story"  
[X Link](https://x.com/walterwhite_phd/status/2012619364483105155)  2026-01-17T20:13Z [--] followers, [--] engagements


"Surprised $XENE isnt shorted more (8% of float). Overly reliant on single pipeline asset. Just one bad Ph3 readout will plunge confidence in azetukalner"  
[X Link](https://x.com/walterwhite_phd/status/2003653107310547088)  2025-12-24T02:25Z [--] followers, [---] engagements


"@PersimmonTI $BMRN their acquisitions make sense but both were acquired at fair value. They needed growth assets which they got considering the competition wrt Voxzogo"  
[X Link](https://x.com/walterwhite_phd/status/2005421247363227873)  2025-12-28T23:30Z [--] followers, [--] engagements


"Disclosing one of my top [--] short picks - $MIRM. Solid growth from a commercial stage mid-cap but now quite a bit of downside (30%) after recent run-up target $56. I value Livmarli at $37 Bile Acid Portfolio at $10 and Volixibat at prob adj $8 (50% PoS)"  
[X Link](https://x.com/anyuser/status/2005935884441461059)  2025-12-30T09:35Z [--] followers, [---] engagements


"$MIRM down 7% this morning on prelim [----] Livmarli sales ($520M exceeding their upper end ($510M) of prior guidance) and disclosing [----] guidance which exceeds consensus. Are investors coming around that stock is highly overvalued at projected run-rate https://x.com/walterwhite_phd/status/2005935884441461059s=20 Disclosing one of my top [--] short picks - $MIRM. Solid growth from a commercial stage mid-cap but now quite a bit of downside (30%) after recent run-up target $56. I value Livmarli at $37 Bile Acid Portfolio at $10 and Volixibat at prob adj $8 (50% PoS)."  
[X Link](https://x.com/anyuser/status/2011804248392999014)  2026-01-15T14:14Z [--] followers, [---] engagements


"Here's a review of my 2nd top pick - $BCRX (BioCryst). Investors are primarily watching $BCRX's commercial execution of Orladeyo in hereditary angioedema (HAE) target $15/sh. This target represents a 111% upside to yesterday's close ($7.17). Continued 15%+ YoY Orladeyo growth will put a squeeze on this short favorite (20% of float). I value Orladeyo at $13.5/sh ($1B peak sales 80% of stock valuation) Ph3 navenibart in HAE at $3/sh (also $1B peak sales 50% PoS 20% of valuation) with net debt / other revenue to balance. Meanwhile the downside is entirely priced in. At $BCRX's $7 price even if"  
[X Link](https://x.com/anyuser/status/2012195501693677717)  2026-01-16T16:09Z [--] followers, [---] engagements


"Recently I have read several posts citing the valuation disconnect for $SLNO (Soleno Tx). Which means time for another long idea. Soleno Tx is also commercial execution story at the moment similar to $BCRX (Biocryst covered earlier). Their primary asset is Vykat XR in Prader-Willi syndrome (PWS) target $114. This target represents a 166% upside to yesterday's close ($42.81). Like $BCRX $SLNO is another short favorite (22% of float) and a controversial name. I value Vykat XR at $106 ($2.5B peak sales) and net debt at $8. The bull thesis for $SLNO rests primarily on continued US growth (Vykat"  
[X Link](https://x.com/anyuser/status/2016188515524948192)  2026-01-27T16:36Z [--] followers, [---] engagements


"@iancassel This is just a mathematical certainty. Assuming their picks are limited to Russell [----] and the pickers are unskilled (ie choose randomly) there's a 10% chance each of the [---] stock pickers chooses a unique name a 20% chance of only [--] common name between them etc"  
[X Link](https://x.com/walterwhite_phd/status/2016192529230684458)  2026-01-27T16:52Z [--] followers, [---] engagements


"@Markmanson Sounds like sitting on the toilet got an upgrade why complain"  
[X Link](https://x.com/walterwhite_phd/status/2016211262246404386)  2026-01-27T18:06Z [--] followers, [--] engagements


"I wanted to follow up on my recent Soleno Tx long write-up (link at bottom of post) with the bear case and highlight a pair of upcoming inflection points. The biggest case shorts have with $SLNO is that patient discontinuations are atypically high for Vykat XR. I estimate they're running at 17% of new life-to-date (LTD) patients. At the moment this is less of a concern as new patient growth is expected to exceed discontinuations. But this becomes a problem when either new patients decline or when the overall patient pool is exhausted. The latter is easier to estimate - PWS affects 10000"  
[X Link](https://x.com/anyuser/status/2018985345317003438)  2026-02-04T09:49Z [--] followers, [----] engagements


"Here is a list of my top longs shorts and watch list. Target %s are relative to Jan [--] close. $QURE $BCRX $KNSA $TARS $TGTX $ARDX $NBIX $AXSM $TVTX $MIRM $ASND $COLL"  
[X Link](https://x.com/anyuser/status/2012208249106252144)  2026-01-16T17:00Z [--] followers, [---] engagements


"I wanted to follow up on my recent Soleno Tx long write-up (link at bottom of post) with the bear case and highlight a pair of upcoming inflection points. The biggest case shorts have with $SLNO is that patient discontinuations are atypically high for Vykat XR. I estimate they're running at 17% of new life-to-date (LTD) patients. At the moment this is less of a concern as new patient growth is expected to exceed discontinuations. But this becomes a problem when either new patients decline or when the overall patient pool is exhausted. The latter is easier to estimate - PWS affects 10000"  
[X Link](https://x.com/anyuser/status/2018985345317003438)  2026-02-04T09:49Z [--] followers, [----] engagements


"Recently I have read several posts citing the valuation disconnect for $SLNO (Soleno Tx). Which means time for another long idea. Soleno Tx is also commercial execution story at the moment similar to $BCRX (Biocryst covered earlier). Their primary asset is Vykat XR in Prader-Willi syndrome (PWS) target $114. This target represents a 166% upside to yesterday's close ($42.81). Like $BCRX $SLNO is another short favorite (22% of float) and a controversial name. I value Vykat XR at $106 ($2.5B peak sales) and net debt at $8. The bull thesis for $SLNO rests primarily on continued US growth (Vykat"  
[X Link](https://x.com/anyuser/status/2016188515524948192)  2026-01-27T16:36Z [--] followers, [---] engagements


"Revenue multiples for all comm'l-stage non-oncology bios w/MCs from [--] to $5B @ 1/16/26 using ests as of Xmas (subject to change after JPM) $LGND trades @ the highest multiple. Is this sustainable w/ $TVTX $OCUL $SNY Other high multiples $AUPH $MIRM $MESO $ADMA $LQDA $PGEN"  
[X Link](https://x.com/anyuser/status/2012595947826462850)  2026-01-17T18:40Z [----] followers, [----] engagements


"Week in biopharma summed up. $XBI"  
[X Link](https://x.com/anyuser/status/2012259903507734560)  2026-01-16T20:25Z [--] followers, [--] engagements


"Here's a review of my 2nd top pick - $BCRX (BioCryst). Investors are primarily watching $BCRX's commercial execution of Orladeyo in hereditary angioedema (HAE) target $15/sh. This target represents a 111% upside to yesterday's close ($7.17). Continued 15%+ YoY Orladeyo growth will put a squeeze on this short favorite (20% of float). I value Orladeyo at $13.5/sh ($1B peak sales 80% of stock valuation) Ph3 navenibart in HAE at $3/sh (also $1B peak sales 50% PoS 20% of valuation) with net debt / other revenue to balance. Meanwhile the downside is entirely priced in. At $BCRX's $7 price even if"  
[X Link](https://x.com/anyuser/status/2012195501693677717)  2026-01-16T16:09Z [--] followers, [---] engagements


"$MIRM down 7% this morning on prelim [----] Livmarli sales ($520M exceeding their upper end ($510M) of prior guidance) and disclosing [----] guidance which exceeds consensus. Are investors coming around that stock is highly overvalued at projected run-rate https://x.com/walterwhite_phd/status/2005935884441461059s=20 Disclosing one of my top [--] short picks - $MIRM. Solid growth from a commercial stage mid-cap but now quite a bit of downside (30%) after recent run-up target $56. I value Livmarli at $37 Bile Acid Portfolio at $10 and Volixibat at prob adj $8 (50% PoS)."  
[X Link](https://x.com/anyuser/status/2011804248392999014)  2026-01-15T14:14Z [--] followers, [---] engagements


"Disclosing one of my top [--] short picks - $MIRM. Solid growth from a commercial stage mid-cap but now quite a bit of downside (30%) after recent run-up target $56. I value Livmarli at $37 Bile Acid Portfolio at $10 and Volixibat at prob adj $8 (50% PoS)"  
[X Link](https://x.com/anyuser/status/2005935884441461059)  2025-12-30T09:35Z [--] followers, [---] engagements


"$EYPT with its own Ph2 wAMD asset is also up 5% in sympathy to $OCUL news"  
[X Link](https://x.com/anyuser/status/2011795679769772315)  2026-01-15T13:40Z [--] followers, [---] engagements


"(1 of 2) $OCUL up only 20% this morning on reveal it rejected a $16/sh bid by $SNY in Sept and is expecting a revised bid soon. Bear in mind $16/sh would correspond to $3.4B market cap for $OCUL. Why is $SNY interested in $OCUL Its all about Axpaxli an improved VEGFi for wAMD and NPDR. Consensus places peak sales $1.5B. Its possible $OCUL is holding out for a $4B-$4.5B bid based on Axpaxli potential. Read on"  
[X Link](https://x.com/anyuser/status/2011793413738271217)  2026-01-15T13:31Z [--] followers, [---] engagements


"With $OCUL Ph3 readout yet to come its possible $SNY learned enough about asset & ongoing Ph3 trial to consider it relatively de-risked ahead of readout. Even is $SNY does not ultimately make a revised offer this bodes well for Axpaxli's Ph3 PoS. Lots more upside in $OCUL than the 20% gap up this morning. https://twitter.com/i/web/status/2011794494815895624 https://twitter.com/i/web/status/2011794494815895624"  
[X Link](https://x.com/anyuser/status/2011794494815895624)  2026-01-15T13:35Z [--] followers, [---] engagements


"$TVTX should bounce back on overreaction. Yes FSGS sNDA got extended by [--] months. But Filspari fav proteinuria should lead to eventual approval and fast take-up in a disorder w/out approved treatments. $1B peak in FSGS coupled with $750M peak in IgAN suggests valuation upside"  
[X Link](https://x.com/anyuser/status/2011420839137448429)  2026-01-14T12:51Z [--] followers, [---] engagements


"$TGTX set to open higher (7%+) on prelim [----] rev beat and [----] guidance ($825M-$850M in US). Briumvi continues its strong launch and SC version of Briumvi expected to provide upside in 2028"  
[X Link](https://x.com/anyuser/status/2011414193636057144)  2026-01-14T12:24Z [--] followers, [---] engagements


"Many small biotechs struggled to raise money for years but Wall Street recently began investing again via @WSJ https://www.wsj.com/tech/biotech/funding-for-risky-biotechs-is-returning-fc21ebe7st=nBmVaX https://www.wsj.com/tech/biotech/funding-for-risky-biotechs-is-returning-fc21ebe7st=nBmVaX"  
[X Link](https://x.com/anyuser/status/2010817153562222738)  2026-01-12T20:52Z [--] followers, [--] engagements


"Lots of smid-cap biotechs up today in anticipation of potential M&A at JPM"  
[X Link](https://x.com/anyuser/status/2009002415648051383)  2026-01-07T20:41Z [--] followers, [--] engagements


"$RZLT 20%+ bounce on new analysis from failed Ph3. Is ersodetug active in cHI Clinical evidence points to a strong yes. Also all pts continued into OLE some even dropped 1L+ trmts to take erso monotherapy. But ultimately the Ph3 results are not supportive of FDA approval. @aperturebio $rzlt they messed up their Ph3 in cHI. Now a poor read-through to tumor HI. Value no moonshot yes. @aperturebio $rzlt they messed up their Ph3 in cHI. Now a poor read-through to tumor HI. Value no moonshot yes"  
[X Link](https://x.com/anyuser/status/2009001109571125534)  2026-01-07T20:36Z [--] followers, [---] engagements


"@aperturebio $rzlt they messed up their Ph3 in cHI. Now a poor read-through to tumor HI. Value no moonshot yes"  
[X Link](https://x.com/anyuser/status/2003646030706041297)  2025-12-24T01:56Z [--] followers, [---] engagements


"$ALMS up significantly (20%) on imminent Ph3 readout of envudeucitinib in psoriasis. Here's what I am looking for: 1) match or beat $JNJ's icotokinra and $TAK's zasocitinib data 2) at least a repeat of Ph2 efficacy & safety 3) good PASI [--] (45% - 50%) and PASI [---] (ideally 30%) and 4) good 24-wk efficacy https://twitter.com/i/web/status/2008513561362927793 https://twitter.com/i/web/status/2008513561362927793"  
[X Link](https://x.com/anyuser/status/2008513561362927793)  2026-01-06T12:18Z [--] followers, [---] engagements


"$ALMS doubles up in price as Ph3 data obviously exceeds earlier Ph2 results. Envudeucitinib expected to be best-in-class next gen treatment"  
[X Link](https://x.com/anyuser/status/2008553110818677098)  2026-01-06T14:55Z [--] followers, [--] engagements


"$ZBIO Look out below Street was expecting HR closer to 0.2-0.25 for obexelimab readout"  
[X Link](https://x.com/anyuser/status/2008172944237695387)  2026-01-05T13:45Z [--] followers, [---] engagements

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