#  @wyv_123 Wayne Wayne posts on X about $tgtx, $abvx, $vktx, $mrk the most. They currently have [-------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours. ### Engagements: [---------] [#](/creator/twitter::4185128534/interactions)  - [--] Week [------] +94% - [--] Month [------] -57% - [--] Months [-------] +138% - [--] Year [-------] -55% ### Mentions: [--] [#](/creator/twitter::4185128534/posts_active)  - [--] Month [--] -84% - [--] Months [---] +92% - [--] Year [---] -6.50% ### Followers: [-------] [#](/creator/twitter::4185128534/followers)  - [--] Week [-----] +0.39% - [--] Month [-----] +1.20% - [--] Months [-----] +8.30% - [--] Year [-----] +15% ### CreatorRank: [---------] [#](/creator/twitter::4185128534/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [countries](/list/countries) [us election](/list/us-election) [currencies](/list/currencies) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) **Social topic influence** [$tgtx](/topic/$tgtx), [$abvx](/topic/$abvx) #19, [$vktx](/topic/$vktx), [$mrk](/topic/$mrk) #45, [$pfe](/topic/$pfe), [$lly](/topic/$lly), [$abbv](/topic/$abbv), [$jnj](/topic/$jnj) #23, [$tril](/topic/$tril), [$bmy](/topic/$bmy) **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@amaymd](/creator/undefined) [@pharmdca](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@biohazard3737](/creator/undefined) [@cernovich](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@srqstockpicker](/creator/undefined) [@repthomasmassie](/creator/undefined) [@seedy19tron](/creator/undefined) [@potus](/creator/undefined) [@themach99](/creator/undefined) [@robertkennedyjr](/creator/undefined) [@pcmbio](/creator/undefined) [@duedoctor](/creator/undefined) [@jayabacus](/creator/undefined) [@bennyjohnson](/creator/undefined) [@pawcio2009](/creator/undefined) [@vivekgramaswamy](/creator/undefined) [@doge](/creator/undefined) **Top assets mentioned** [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Abivax SA (ABVX)](/topic/$abvx) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [Eli Lilly and Company (LLY)](/topic/$lly) [AbbVie Inc (ABBV)](/topic/$abbv) [Johnson & Johnson (JNJ)](/topic/$jnj) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Synthetify (SNY)](/topic/$sny) [Amgen, Inc. (AMGN)](/topic/$amgn) [Novo-Nordisk (NVO)](/topic/$nvo) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Biogen Inc (BIIB)](/topic/$biib) [ALX Oncology Holdings Inc (ALXO)](/topic/$alxo) [Novartis AG (NVS)](/topic/$nvs) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [SVB Financial Group (SIVBQ)](/topic/$sivb) [AstraZeneca PLC (AZN)](/topic/$azn) [Basis Cash (BAC)](/topic/$bac) [Shoulder Innovations, Inc. (SI)](/topic/$si) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [GameStop, Corp. (GME)](/topic/$gme) [Signature Bank (SBNY)](/topic/$sbny) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Target Corporation (TGT)](/topic/$tgt) [GSK plc (GSK)](/topic/$gsk) [Tesla, Inc. (TSLA)](/topic/$tsla) [JPMorgan Chase (JPM)](/topic/$jpm) ### Top Social Posts Top posts by engagements in the last [--] hours "Keytruda being almost half of $MRK $65B revenue is wild. They have to buy blockbusters asap. Wondering if they are also in the mix for $ABVX. Obefazimod and Tulisokibart could be quite a combo. Would also give Merck the mab + oral options to compete with $ABBV Skyrizi and Rinvoq. $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance is Weak as well EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.6B est.) https://t.co/ab8cJwUOAR $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance" [X Link](https://x.com/wyv_123/status/2020179587083178166) 2026-02-07T16:55Z [----] followers, [----] engagements "Wait until they start adding visa and outsourcing risk to $QQQ and $DIA stocks. It is coming. All it takes is one or two whistleblowers to show what we all know caused the Verizon AWS and other outages recently. I remember like [--] decades ago when every PM suddenly had to review each CUSIP for asbestos risk and dump any offenders. Today is day [--] of big funds seriously asking about AI risk. The selling is gonna get much worse before we bottom. No sense even thinking about bottom fishing https://t.co/jgblw6vBRL I remember like [--] decades ago when every PM suddenly had to review each CUSIP for" [X Link](https://x.com/anyuser/status/2022076519385055502) 2026-02-12T22:33Z [----] followers, [---] engagements "Someone needs to compete with $ABBV's Skyrizi and Rinvoq. No other company has viable injectable and oral options. $MRK and $LLY could do that with $ABVX Obefazimod. $JNJ could too but they probably don't have the courage to do so" [X Link](https://x.com/wyv_123/status/2020319368341815708) 2026-02-08T02:10Z [----] followers, [----] engagements "Are they going to close $ABVX right at $125 to wipe out the call options and set up for the 100% BO premium" [X Link](https://x.com/anyuser/status/2022364792455893383) 2026-02-13T17:38Z [----] followers, [----] engagements "$ABVX now proceed to step [--]. Are they going to close $ABVX right at $125 to wipe out the call options and set up for the 100% BO premium Are they going to close $ABVX right at $125 to wipe out the call options and set up for the 100% BO premium" [X Link](https://x.com/anyuser/status/2022425026977534434) 2026-02-13T21:37Z [----] followers, [----] engagements "@RNAiAnalyst I think it's more likely $SNY has been historically too cheap and too late more often than not" [X Link](https://x.com/wyv_123/status/2022685217056825660) 2026-02-14T14:51Z [----] followers, [---] engagements "@ThomasUBarton1 this happened to me w/ $RLYP a few months before they were bought out. Expecting to see hit pieces on $ZIOP any day now" [X Link](https://x.com/wyv_123/status/1064525075918012417) 2018-11-19T14:25Z [----] followers, [--] engagements "Besides $AVXS $NVS and ignoring FDA-approval shenanigans is there any other biotech with more compelling/better gene therapy data for an incurable/untreatable disease than $SRPT for DMD and LGMD" [X Link](https://x.com/wyv_123/status/1180607770137116672) 2019-10-05T22:16Z [----] followers, [--] engagements "This is the problem with $SGMO and why $AVXS $BOLD $ONCE $AXSM $FATE and others have been more successful" [X Link](https://x.com/wyv_123/status/1221575562449367043) 2020-01-26T23:28Z [----] followers, [--] engagements "The expectation is that she will continue to function normally. $AVXS $NVS $SRPT $SGMO $PFE $EDIT $NTLA $FATE $CRSP At $2M Gene Therapy is a bargain to live a normal life and everyone wins. https://madison.com/wsj/news/local/health-med-fit/devastation-then-hope-platteville-baby-first-in-state-treated-for/article_77f9010a-dea9-5779-b11f-aa1c372acbd8.html https://madison.com/wsj/news/local/health-med-fit/devastation-then-hope-platteville-baby-first-in-state-treated-for/article_77f9010a-dea9-5779-b11f-aa1c372acbd8.html" [X Link](https://x.com/wyv_123/status/1223992767606599680) 2020-02-02T15:33Z [----] followers, [--] engagements "Agree 100% on this and the likelihood $ABBV was one of the BPs wanting to partner with $FTSV not buy them. Add to that the fact that $IMAB has all the baggage & risk of a Chinese company. $TRIL is a better fit for $BMY $MRK $AZN $LLY etc. $Abbv is the one of the worst BP partners a small bio could have I wouldnt wish Abbvie as a partner on my enemy certainly not for $tril. $Abbv is the one of the worst BP partners a small bio could have I wouldnt wish Abbvie as a partner on my enemy certainly not for $tril" [X Link](https://x.com/wyv_123/status/1301885938189074442) 2020-09-04T14:12Z [----] followers, [--] engagements "Reread the $FTSV 14D-9 again. Really wonder who was Party X that offered $4B. So many possibilities but thinking it may have been $SGEN. What other BPs would have offered $1B Cash + $3B in stock Doubt $TRIL is stand-alone for much longer. Who is the $FTSV $GILD 14D-9 Party X & do they want $TRIL $RHHBY $AMGN $LLY $MRK "On February [--] [----] the Company received a non-binding written proposal from Party X . to acquire 100% of the capital stock of the Company for $79.00 per sh." https://t.co/t1ibamhjLG Who is the $FTSV $GILD 14D-9 Party X & do they want $TRIL $RHHBY $AMGN $LLY $MRK "On February" [X Link](https://x.com/wyv_123/status/1303117345733345286) 2020-09-07T23:46Z [----] followers, [--] engagements "$AVXS and $FTSV did offerings a few months prior to being acquired while they were in the middle of strategic negotiations. $TRIL and $OSTK (not a bio) have done recent offerings and might also be in strategic negotiations" [X Link](https://x.com/wyv_123/status/1304185403243720709) 2020-09-10T22:30Z [----] followers, [--] engagements "@gelantonia @bheafey97 Agree data will speak for $TRIL and job postings likely don't mean anything neither did ATM canceled for technical reasons. After rereading 14D-9s for $FTSV $IMMU & others it's possible $BMY $LLY $GSK $AMGN $RHHBY are looking at unannounced results in a virtual data room" [X Link](https://x.com/wyv_123/status/1309894096052465664) 2020-09-26T16:34Z [----] followers, [--] engagements "@alim1 @cowboy_blue1 @EthanLu2015 @gelantonia @SubBasepair_Res Youre right in that $GILD is not great at negotiation. In the case of $FTSV there was another bidder who offered $4B. Whoever that was could now get the likely best two CD47 drugs and a valuable patent with $TRIL" [X Link](https://x.com/wyv_123/status/1317928531498881026) 2020-10-18T20:40Z [----] followers, [--] engagements "A few weeks ago @srqstockpicker was just talking about $ARQL / $MRK buyout at ASH last year and how that might apply to $PFE and $TRIL. Link he posted is below. Crazy now $TRIL BOD gets the former ArQule CEO right before ASH. https://www.fiercepharma.com/pharma/not-just-co-development-merck-wants-greater-control-btk-drug-buys-arqule-outright @srqstockpicker I reread the $ARRY $PFE and $ARQL $MRK 14D-9s. Seems like $PFE really drug their feet and ended up paying big bucks years after they started looking at Array. Don't think they can do that with $TRIL because there will be many interested" [X Link](https://x.com/wyv_123/status/1327010056542543872) 2020-11-12T22:07Z [----] followers, [--] engagements "@lblegend33 $alxo trading like $ftsv did that Friday before $gild BO" [X Link](https://x.com/wyv_123/status/1329895366217633792) 2020-11-20T21:12Z [----] followers, [--] engagements "Watched the $ALXO Jefferies presentation again. I like their potential but theres something off about their CEO. Badmouthing all competitors including $FTSV and not sure I believe this guy. Also interesting he worked at $PFE for [--] years yet Pfizer chose to invest in $TRIL" [X Link](https://x.com/wyv_123/status/1330941398598770691) 2020-11-23T18:28Z [----] followers, [--] engagements "Targeting CD47 looks better each day and we are still only talking about cancer (autoimmune CV CNS big potential). Although $GILD bought $FTSV it seems like $BMY $MRK $PFE $RHHBY & others would have been a better fit. Should be good for $TRIL $ALXO $STTK going forward. $TRIL #CD$& #ASH2020 https://t.co/aDcxpezDCE $TRIL #CD$& #ASH2020 https://t.co/aDcxpezDCE" [X Link](https://x.com/wyv_123/status/1332439726616436737) 2020-11-27T21:42Z [----] followers, [--] engagements "@srqstockpicker Its kind of funny. From the naysayers initially mono response was not important now mono response is important. I think 18mg/kg is likely the first $TRIL therapeutic dose based on $ALXO 15mg and $FTSV 30mg doses. Without the RBC side effects of either and with mono efficacy" [X Link](https://x.com/wyv_123/status/1335624741906952195) 2020-12-06T16:38Z [----] followers, [--] engagements "$FTSV had some volatility too. Still painful day for $TRIL investors. Well funded and bright future. $PFE $BMY $RHHBY $MRK" [X Link](https://x.com/wyv_123/status/1336082185326108672) 2020-12-07T22:56Z [----] followers, [--] engagements "$FTSV and $ALXO had to get to 30mg/kg & 15mg/kg respectively to see any therapeutic effect IN COMBO and saw basically nothing in mono. $TRIL has seen mono CR/PRs at much lower doses and just started a similar dose @ 18mg/kg" [X Link](https://x.com/wyv_123/status/1338165858624036864) 2020-12-13T16:56Z [----] followers, [--] engagements "$CRIS buyout coming up Giant spike at end of after hours trading. Unique oncology target. Remember seeing this with $FTSV" [X Link](https://x.com/wyv_123/status/1354953793776054283) 2021-01-29T00:45Z [----] followers, [--] engagements "$FTSV also had multiple interested bidders including one that offered $4B for FortySeven. $TRIL $PFE $BMY While it's great $TRIL got the former $ARQL CEO on it's board & that may lead to a combo trial w/ $MRK & Keytruda don't forget ArQule had interest from at least ELEVEN different parties in one or more of their drugs. [---] and [---] are the only CD47 drugs showing monotherapy CRs. While it's great $TRIL got the former $ARQL CEO on it's board & that may lead to a combo trial w/ $MRK & Keytruda don't forget ArQule had interest from at least ELEVEN different parties in one or more of their" [X Link](https://x.com/wyv_123/status/1369303730441621504) 2021-03-09T15:07Z [----] followers, [--] engagements "$TRIL $47/share buyout for $4.7B on 4/7 Sounds ridiculous right Its only a 125% premium from the December high and they have two CD47 drugs with monotherapy PRs and CRs. Someone bid $4B for $FTSV drug with no mono PRs or CRs. Seen crazier things. $EYES $PAND $GME $TSLA" [X Link](https://x.com/wyv_123/status/1369685773717540872) 2021-03-10T16:25Z [----] followers, [--] engagements "@JanEhses I appreciate the background and viewpoints you share on the CD47 space and understand you dont think $TRIL has much compared to others. What do you think explains their CRs and PRs w/ mono when $ALXO $FTSV $IMAB etc have none" [X Link](https://x.com/wyv_123/status/1371094527952494593) 2021-03-14T13:43Z [----] followers, [--] engagements "Thanks for mentioning this a few months back. Should be a really good one going forward especially now on NASDAQ. $BUROF $BRCN" [X Link](https://x.com/wyv_123/status/1395900344761298944) 2021-05-22T00:32Z [----] followers, [--] engagements "Great $PDSB writeup. Other key points: [--] - they were 0/7 in non-HPV16 patients so it's even more likely this works on HPV16 cancers [--] - Bintafusp alfa & Mg241 are failed $MKGAF Merck KGaA drugs that PDS0101 makes viable now [--] - Merck KGaA BO likely if $MRK doesn't act first $PDSB [--] Thread is based on presented Interim Data @avidresearch (please correct me if any errors). Remember PDS0101 causes induction of tumor-attacking HPV 16-specific T-cells that ➡➡ Tumor reduction. Full enrollment [--] pts and complete enrollment by Q12022. $PDSB [--] Thread is based on presented Interim Data @avidresearch" [X Link](https://x.com/wyv_123/status/1402463958817284105) 2021-06-09T03:13Z [----] followers, [--] engagements "$pdsb negative market sentiment vaccine issues shopping an offering after upgrades yesterday or all of the above Who cares. PDS0101 makes failed drugs from $MKGAF work and will likely supercharge $MRK Keytruda. https://www.emdgroup.com/en/expertise/oncology/head-and-neck-cancer.html https://www.emdgroup.com/en/expertise/oncology/head-and-neck-cancer.html" [X Link](https://x.com/wyv_123/status/1403005231772884993) 2021-06-10T15:04Z [----] followers, [--] engagements "@PersimmonTI @whitect1 This happened with $RLYP at $20 right before they were bought. Would be nice to see $AUPH bought out for $40" [X Link](https://x.com/wyv_123/status/1455670214096572416) 2021-11-02T22:56Z [----] followers, [--] engagements "@SEC_Enforcement you guys might want to look into who bought @PENN put options in the last week or two. Right after you look into that $TSLA $HTZZ deal. @TerrySpitsFire @ThomasUBarton1 @stoolpresidente I get it. Just terrible. I just hate it. I emailed DP and he knows where to find me @TerrySpitsFire @ThomasUBarton1 @stoolpresidente I get it. Just terrible. I just hate it. I emailed DP and he knows where to find me" [X Link](https://x.com/wyv_123/status/1456446261163331585) 2021-11-05T02:20Z [----] followers, [--] engagements "#Fintwit is great. When you see smart people who disagree on most things all start to agree on something like $SAVA its one of the best risk/rewards out there. It wont be long before we see $SAVAQ" [X Link](https://x.com/wyv_123/status/1460975981762682887) 2021-11-17T14:19Z [----] followers, [--] engagements "This is an excellent writeup on $AUPH with some great blasts from the past. $RLYP $ZSPH" [X Link](https://x.com/wyv_123/status/1465893475396767744) 2021-12-01T04:00Z [----] followers, [--] engagements "@EdenRahim I agree and hope so. Went back through old emails and I saw when $RLYP CEO said in December that they did not need any cash then turned around and issued an ATM in December only to be acquired a few months later" [X Link](https://x.com/wyv_123/status/1467707790311493639) 2021-12-06T04:09Z [----] followers, [--] engagements "Maybe the $BMY CEO will be a little less smug with this news. Might want to add something decent to the pipeline while he still can. $AUPH $CRIS $KPTI $ONCT $TCON $MREO. And for those hating on KPTI and how toxic it is Revlimid is based on Thalidomide. https://www.fiercepharma.com/pharma/sandoz-launches-generic-revlimid-19-countries-europe-opening-a-flood-competition-for-bms-s https://www.fiercepharma.com/pharma/sandoz-launches-generic-revlimid-19-countries-europe-opening-a-flood-competition-for-bms-s" [X Link](https://x.com/wyv_123/status/1494842178824142848) 2022-02-19T01:12Z [----] followers, [--] engagements "Quite the difference. $VYGR $NVS Headline: Voyager Novartis sign deal worth up to $1.7 billion Details: Novartis will pay $54 million upfront" [X Link](https://x.com/wyv_123/status/1501194541101158405) 2022-03-08T13:54Z [----] followers, [--] engagements "$NFLX down $100 per share from yesterdays close" [X Link](https://x.com/wyv_123/status/1516768605723054080) 2022-04-20T13:19Z [----] followers, [--] engagements "$SNAP down about $12B in market cap after hours" [X Link](https://x.com/wyv_123/status/1528874300551610368) 2022-05-23T23:03Z [----] followers, [--] engagements "$PDSB dont understand why $MKGAF doesnt scoop them up. PDS0101 seems to make their worthless two drugs work and $MRK Keytruda combo data seems to confirm it" [X Link](https://x.com/wyv_123/status/1556618925273669638) 2022-08-08T12:30Z [----] followers, [--] engagements "Another failed trial of Bintrafusp Alfa How long before $MKKGY buys $PDSB to finally make BA work Not really $PDSB relevant but. Bintrafusp Alfa a Bifunctional Fusion Protein Targeting TGF- and PD-L1 in Patients With Non-Small Cell Lung Cancer Resistant or Refractory to Immune Checkpoint Inhibitors https://t.co/GClIX02JAk Not really $PDSB relevant but. Bintrafusp Alfa a Bifunctional Fusion Protein Targeting TGF- and PD-L1 in Patients With Non-Small Cell Lung Cancer Resistant or Refractory to Immune Checkpoint Inhibitors https://t.co/GClIX02JAk" [X Link](https://x.com/wyv_123/status/1607538342366691329) 2022-12-27T00:46Z [----] followers, [----] engagements "$PDSB PDS0101 almost triples overall survival w $MRK Keytruda in hard to treat patients but it shows even better results with $MKKGY drugs as well as with chemoradiation. The NCI liked PDS0101 so much they initiated a mono study based on what they saw. Market cap only $350M" [X Link](https://x.com/wyv_123/status/1608511467308949505) 2022-12-29T17:13Z [----] followers, 18.6K engagements "Besides $PDSB PDS0101 making $MKKGY failed immuno cancer drugs work amazingly well improving outcomes in chemoradiation and more than doubling OS with $MRK Keytruda NCI wanted to sponsor a monotherapy trial. But one question I find even more exciting based on the early data is" [X Link](https://x.com/wyv_123/status/1609755660379631616) 2023-01-02T03:37Z [----] followers, [----] engagements "Worth watching in [--] minutes. $SIVB $SNBY $SI Will be on Fox Business with @CGasparino at 3:45 est today Will be on Fox Business with @CGasparino at 3:45 est today" [X Link](https://x.com/wyv_123/status/1634291630558830594) 2023-03-10T20:34Z [----] followers, [---] engagements "@POTUS How's East Palestine doing How are all the companies and people that rely on $SIVB doing How are people paying their utilities and filling up their gas tanks Glad to see you have your priorities in order. And finally who's running this account" [X Link](https://x.com/wyv_123/status/1634566463154688000) 2023-03-11T14:46Z [----] followers, [--] engagements "@AlderLaneEggs on Spotify Should be a great listen. $SBNY $SI $SIVB $MDXG I hope people enjoy this. I hope people enjoy this" [X Link](https://x.com/wyv_123/status/1637961701797527552) 2023-03-20T23:37Z [----] followers, 19.9K engagements "With $CS $SI $SBNY $SIVB $FRC and others with big losses on bonds poor risk management and low quality CRE loans about to reset at 2-3X their previous rate we will see many more banks fail. Especially with the dummies in charge of the Fed and Treasury. Distressed debt maven David Tepper is one of the $17bn of AT1 bondholders wiped out after the Swiss govt changed the law to smooth the UBS-Credit Suisse takeover. And he is not happy. Story w/ @BondHack https://t.co/tYFaswDyFE https://t.co/AEbRVet1qg Distressed debt maven David Tepper is one of the $17bn of AT1 bondholders wiped out after the" [X Link](https://x.com/wyv_123/status/1638724569874722816) 2023-03-23T02:09Z [----] followers, [----] engagements "What a long strange trip $SBNY has been. Looking forward to seeing this zero out tomorrow. $SBNY should Zero tomorrow https://t.co/X1zlKdeVrV $SBNY should Zero tomorrow https://t.co/X1zlKdeVrV" [X Link](https://x.com/wyv_123/status/1640467312867446785) 2023-03-27T21:34Z [----] followers, [---] engagements "@TheMach99 @cashisking_89 @TedStamos @BioWreck2022 AZN AMGN PFE JNJ also potentials. All are at risk from biosimilars and have don't nothing to address their patent cliffs" [X Link](https://x.com/wyv_123/status/1684783320339791872) 2023-07-28T04:30Z [----] followers, [---] engagements "$VKTK was under $63 yesterday and closed at $74.31 today. It's still almost $11 under offering price that was 5X oversubscribed. Maybe it's way overpriced or maybe we will wake up to a $150/share buyout one day soon" [X Link](https://x.com/wyv_123/status/1783965650802586001) 2024-04-26T21:05Z [----] followers, [----] engagements "@biotech_chris @princetongb True but anti-TNFs IL 17/23 drugs are every 4-8 weeks. They also work better than JAKs. The subq obesity drugs are weekly injections. A $VKTX daily pill that also works better will take major market share from $NVO $LLY. $MRK $JNJ $PFE $NVS and others have to be looking" [X Link](https://x.com/wyv_123/status/1784394529824551402) 2024-04-28T01:29Z [----] followers, [---] engagements "@AppleHelix The problem I have with $AMGM and $NVO is both basically said "trust us the results are great but you can't see details or any safety data and BTW we're giving up on oral obesity drugs". Imagine if $VKTX or any other biotech tried that" [X Link](https://x.com/wyv_123/status/1786901542932496579) 2024-05-04T23:31Z [----] followers, [---] engagements "@Pharmdca What many are missing is the $VKTK value prop of less side effects over $LLY $NVO. Even with the nasty side effects of Ozempic (and they are TERRIBLE) O is still worth it for most people. If Viking truly has a safer more convenient pill it's worth $20-25B right now" [X Link](https://x.com/wyv_123/status/1790488449444659429) 2024-05-14T21:04Z [----] followers, [---] engagements "$TGTX MW: $2 in rev for every $1 expense. Nice mention of $ITCI lol" [X Link](https://x.com/wyv_123/status/1878967544301982003) 2025-01-14T00:49Z [----] followers, [----] engagements "@SenMullin @PeteHegseth @DNIGabbard @RobertKennedyJr @Kash_Patel @SenJudiciaryGOP You should make @LeaderJohnThune confirm him before the taxpayer funded trip. The evil is currently unchecked in the FBI/deep state and much can happen in a week. You might want to look up history on Ron Brown. With so many planes falling out of the sky might want to reconsider" [X Link](https://x.com/wyv_123/status/1890260919617462568) 2025-02-14T04:44Z [----] followers, [--] engagements "How much will $BLUE be down today on its "buyout" $3 per share for a stock trading at $7 is wild (yes there is a CVR for $6.84 but the stock will still likely be down huge). BLUE accepting the "offer" shows how poorly run biotechs have no leverage. Looking at you $SGMO $PDSB" [X Link](https://x.com/wyv_123/status/1892920776354849137) 2025-02-21T12:54Z [----] followers, [----] engagements "@SECGov might want to look into who bought [----] $33 $VKTX FAR OTM calls this morning prior to $PFE "buyout" rumor being floated" [X Link](https://x.com/wyv_123/status/1893032710177775624) 2025-02-21T20:19Z [----] followers, [---] engagements "@timburchett @PamBondi Start w/ the client list @PamBondi @Kash_Patel. Release it regardless of who's on it. If it leads to senators/congressmen resigning in disgrace it's a win-win. Do it before these crooks force another catastrophic omnibus pork-filled budget. Is that the reason you are delaying" [X Link](https://x.com/wyv_123/status/1894191143824339447) 2025-02-25T01:02Z [----] followers, [----] engagements "$Tgtx earnings call info" [X Link](https://x.com/wyv_123/status/1894735665125790043) 2025-02-26T13:05Z [----] followers, [---] engagements "Not sure what $MRK $SNY $JNJ are waiting for. $TGTX has the best MS drug which is far better and safer than $6B per year Ocrevus. TG is cash flow positive already so the Sanofi's Merck's and others can forget their lowball offers. Briumvi is so safe and effective it can be infused in [--] min and the subq version will likely decimate Kesimpta (a $2B/yr drug that was growing but growth has slowed or stopped). Briumvi is also being tested on other diseases that respond to antiCd20s. Big pharma is sitting on tons of cash needs to replace revenue and is facing a huge patent cliff. You can keep" [X Link](https://x.com/wyv_123/status/1895869776058335500) 2025-03-01T16:12Z [----] followers, 12.9K engagements "1. 30-60 minute infusion time vs [--] hours. [--]. Lower ARR. [--]. No black box breast cancer warning (most MS patients are women) [--]. Fewer side effects (hence the faster infusion time) [--]. A real SubQ at home every 2-3 months coming soon. Any one of those alone makes $TGTX significantly better. Humira is a much worse drug than Remicade however its convenience factor single-handedly made it a blockbuster. Imagine a Humira that's actually a better drug. That's what Briumvi is. " $TGTX has the best MS drug which is far better and safer than $6B per year Ocrevus." Investing is about a margin of safety." [X Link](https://x.com/wyv_123/status/1895975480982966367) 2025-03-01T23:12Z [----] followers, [----] engagements "Hey $SNY $BMY $JNJ $ABBV soon $15B won't be enough for $TGTX. You better get the deal done asap. Not sure what $MRK $SNY $JNJ are waiting for. $TGTX has the best MS drug which is far better and safer than $6B per year Ocrevus. TG is cash flow positive already so the Sanofi's Merck's and others can forget their lowball offers. Briumvi is so safe and effective it can be https://t.co/loqcph9ZUq Not sure what $MRK $SNY $JNJ are waiting for. $TGTX has the best MS drug which is far better and safer than $6B per year Ocrevus. TG is cash flow positive already so the Sanofi's Merck's and others can" [X Link](https://x.com/wyv_123/status/1903193504093708794) 2025-03-21T21:14Z [----] followers, [----] engagements "@MSollender $VKTX. Obesity isn't going anywhere and $MRK $JNJ $ABBV $PFE have nothing of value in their obesity pipelines" [X Link](https://x.com/wyv_123/status/1911182301352038427) 2025-04-12T22:19Z [----] followers, [----] engagements "Seems still very early on $ABVX. Market cap is too low for the next potential Humira or Remicade in a pill w/ new MOA. If that's true it's worth many multiples of the current price. Obefazimod likely works in many other autoimmune diseases. $JNJ $ABBV $PFE $SNY needs them now. @PCM_bio @physioo On the zero competition note I keep saying - they just dont make them like this anymore. There isnt even a drug with this MOA in the Chinese pipeline. There are no me-toos. For a drug to have produced (arguably based on the balance of efficacy and safety in an oral) @PCM_bio @physioo On the zero" [X Link](https://x.com/wyv_123/status/1956926884077257116) 2025-08-17T03:51Z [----] followers, [----] engagements "Humira lifetime sales around $220B and Remicade around $120B. And $ABVX may have a better drug in a pill with far less side effects. So $20B not unrealistic. We might be getting to the $immu x $gild levels of silly takeout valuation for $abvx at $20B and I dont see why not $5B peak sales 4x M&A multiple Garidel make it happen. h/t @jw929204 for making that point. We might be getting to the $immu x $gild levels of silly takeout valuation for $abvx at $20B and I dont see why not $5B peak sales 4x M&A multiple Garidel make it happen. h/t @jw929204 for making that point" [X Link](https://x.com/wyv_123/status/1976614290770530452) 2025-10-10T11:42Z [----] followers, [----] engagements "@greg16676935420 Also can't spell biotech without biotch. $xbi" [X Link](https://x.com/wyv_123/status/1976980219434328085) 2025-10-11T11:56Z [----] followers, [---] engagements "@Maximus_Holla Yet. You can't prove it yet. $ABVX buyout is on deck in the next [--] months" [X Link](https://x.com/wyv_123/status/1976983739868889495) 2025-10-11T12:10Z [----] followers, [---] engagements "@WokeCapital Did they not do any background checks at all Might be a good time to short $SLB. Probably not the only bad business decision they've made recently" [X Link](https://x.com/wyv_123/status/1977204668796371404) 2025-10-12T02:48Z [----] followers, [----] engagements "Why I think $JNJ will buy $ABVX. JNJ is lagging far behind $ABBV and hasn't replaced Remicade revenue. Outside chance Abbvie buys them too. They would own the market even more than they do now. Imagine being able to combine Obefazimod with these drugs" [X Link](https://x.com/wyv_123/status/1977878268872098224) 2025-10-13T23:25Z [----] followers, [----] engagements "$JNJ has a real problem. And $ABVX has the solution. Better use what's left of that Stelara money to get the next skyrizi and rinvoq in a safer pill version. @A_May_MD @Biohazard3737 AND stillllll $abvx is the next $abvx of the world. @A_May_MD @Biohazard3737 AND stillllll $abvx is the next $abvx of the world" [X Link](https://x.com/wyv_123/status/1979757659474829599) 2025-10-19T03:53Z [----] followers, [----] engagements "Added Tremfya. Growth is minimal and not enough to make up for lost Remicade revenue let alone Stelara revenue being lost to biosimilars. Tremfya isn't used much outside of Psoriasis/PsA. The IL23s could potentially benefit in combo with $ABVX obe for other diseases. $JNJ $ABBV @wyv_123 youre missing tremfya in your bar graph. $jnj is not buying $abvx @wyv_123 youre missing tremfya in your bar graph. $jnj is not buying $abvx" [X Link](https://x.com/wyv_123/status/1979960382140940293) 2025-10-19T17:18Z [----] followers, [----] engagements "$XBI investors this weekend. Just found out about Monkey Bar Kicking Fights. and it's a masterpiece https://t.co/KQLT0oqDtT Just found out about Monkey Bar Kicking Fights. and it's a masterpiece https://t.co/KQLT0oqDtT" [X Link](https://x.com/wyv_123/status/1980124079962427414) 2025-10-20T04:09Z [----] followers, [---] engagements "Serious question for @Accenture Why did you lock your @X account with over 500k followers Competitors have theirs open. Something happen this week @NBCNews @ABC @CBSNews @CNN @OKeefeMedia @JamesOKeefeIII" [X Link](https://x.com/wyv_123/status/1981811405885256092) 2025-10-24T19:53Z [----] followers, [---] engagements "@Se19edy $RNA did a $600M offering [--] days ago. This will be a $10B deal if it happens. Hopefully that will get the other BPs who've been scared to do a big deal to finally start doing them. There are half a dozen or more sitting out there that BP needs asap. $TGTX $ABVX $NKTR" [X Link](https://x.com/wyv_123/status/1982468629703557542) 2025-10-26T15:25Z [----] followers, [----] engagements "Big pharma is making it up as they go along. They say they want small bolt-on deals and they aren't going to overpay then drop $12B on $RNA. Happy for $RNA and seeing $NVS give up some buyback cash for M&A. Hope we see many more. BP desperately needs new revenue streams. Damn GGs $rna longs I had my doubts. $70 is a pretty good price too. $xbi 1st of many till JPM https://t.co/aXTFzSVnFu Damn GGs $rna longs I had my doubts. $70 is a pretty good price too. $xbi 1st of many till JPM https://t.co/aXTFzSVnFu" [X Link](https://x.com/wyv_123/status/1982570373871755421) 2025-10-26T22:09Z [----] followers, [----] engagements "@realmattforney Blink twice if you are being made to do this against your will to try to hold onto your job" [X Link](https://x.com/wyv_123/status/1985138645947592880) 2025-11-03T00:15Z [----] followers, 13.4K engagements "Just wait until $LLY's Retatrutide is approved. Beyond weight loss studies showed additional health benefits including: Significant reductions in total body fat mass while preserving lean muscle mass. Improvements in blood pressure and lipid levels. Significant reduction in liver fat in patients with metabolic dysfunction-associated steatotic liver disease (fatty liver disease)" [X Link](https://x.com/wyv_123/status/1985179263570502044) 2025-11-03T02:56Z [----] followers, [---] engagements "$TGTX Q3 call details. $TGTX 🦉 TG Therapeutics schedules Q3 [----] earnings call for Nov. [--] at 8:30 AM ET to review results and outlook led by CEO Michael S. Weiss. #pressrelease https://t.co/aDZp7E9OAf $TGTX 🦉 TG Therapeutics schedules Q3 [----] earnings call for Nov. [--] at 8:30 AM ET to review results and outlook led by CEO Michael S. Weiss. #pressrelease https://t.co/aDZp7E9OAf" [X Link](https://x.com/wyv_123/status/1985204975103086670) 2025-11-03T04:38Z [----] followers, [---] engagements "@MikeBenzCyber @MustangGirl3 I've been wondering who was funding Mamdani and Sliwa. Sliwa staying in the race probably kept many Coumo people home because it was futile" [X Link](https://x.com/wyv_123/status/1985921516840554521) 2025-11-05T04:06Z [----] followers, [---] engagements "@A_May_MD $NTLA is like $SGMO but with more clinical holds. GL to anyone holding either long term" [X Link](https://x.com/wyv_123/status/1986799760435458332) 2025-11-07T14:15Z [----] followers, [----] engagements "And the $PFE CEO was complaining that $VKTX was too expensive and not worth $10B while bragging about danuglipron (which Pfizer ended up discontinuing). Now he buys much less mature assets for more than $10B with $MTSR. @ASchulz888 @MeadowCapital $VKTX $PFE $NVO Not far fetched. Bottom line Bourlas FOMO paid a kings ransom for stage [--] Hopism. Approximately 60% to 70% of all drugs fail to get to stage [--] and you can add another 10% for obesity. He is several years if ever to get across the finish line and early https://t.co/9YHnXtX23F @ASchulz888 @MeadowCapital $VKTX $PFE $NVO Not far fetched." [X Link](https://x.com/wyv_123/status/1987531386052296721) 2025-11-09T14:43Z [----] followers, [---] engagements "@JohnCornyn where are you at and why aren't you front and center in the senate right now" [X Link](https://x.com/wyv_123/status/1987717683102535808) 2025-11-10T03:03Z [----] followers, [--] engagements "@Pharmdca The won the VA and NJ governor races at great cost to the American people" [X Link](https://x.com/wyv_123/status/1987872729299562749) 2025-11-10T13:19Z [----] followers, [---] engagements "@BretWeinstein @dances_fish Absolutely will not address that actual threat. Would rather focus on unnecessary wars number of genders pronouns climate change men in women's sports and spaces releasing repeat criminals to commit more crimes [--] year mortgages [--] year car loans etc" [X Link](https://x.com/wyv_123/status/1988426190391214186) 2025-11-12T01:58Z [----] followers, [---] engagements "@RepThomasMassie @FBIDirectorKash It's not just the J6 pipe bomber they are covering up. Epstein Butler PA Las Vegas Nashville New Orleans Charlie Kirk the list is long" [X Link](https://x.com/wyv_123/status/1988441435922735117) 2025-11-12T02:59Z [----] followers, [---] engagements "@RichardHanania Is there any example of a Wipro Infosys HCL Tata or Cognizant success story Where the parasitic host company actually improved its product or built something new or groundbreaking using their employees I have never seen one but I have seen many companies they destroyed" [X Link](https://x.com/wyv_123/status/1989307026602689003) 2025-11-14T12:18Z [----] followers, [---] engagements "@DataRepublican Of course they start in Utah where many people are extremely compliant" [X Link](https://x.com/wyv_123/status/1989410166434103656) 2025-11-14T19:08Z [----] followers, [--] engagements "Good points. Question I have been wondering is: Can both of the following be true [--]. $LLY is dominating with Tirzepatide. Retatrutide will blow those results away once approved (look into how it's helping people now and be amazed). [--]. $VKTX has the next best obesity drugs needed by half a dozen BPs or more with zero obesity drugs in their pipeline. Clear dataset highlights that deeper wt loss is what actually leads to most health benefits This is why we see companies that are developing very potent GLP1 class drugs promote this correlation between depth of wt loss and health outcomes ( as" [X Link](https://x.com/wyv_123/status/1990268815213502576) 2025-11-17T04:00Z [----] followers, [----] engagements "@wallstengine @trader1x Google Microsoft Amazon and Meta" [X Link](https://x.com/wyv_123/status/1991283663049474279) 2025-11-19T23:13Z [----] followers, 16.2K engagements "He's doing the stupid Trump "negotiation" strategy of spouting nonsense while ignoring the IT/Tech visa elephant in the room. If you really need to bring in a few O1s to make chips show some proof. Regardless get rid of the millions of entry level H1-Bs OPTs H4-EAD who stole jobs from US Citizens. @POTUS" [X Link](https://x.com/wyv_123/status/1991333320374751409) 2025-11-20T02:30Z [----] followers, [---] engagements "It's probably nothing. $PLTR $PLTR Co-founder and CEO Alex Karp filed to sell [------] shares for $95931810 ($163.99/share): https://t.co/a5cofnnKbN https://t.co/ktMZF7AhZA $PLTR Co-founder and CEO Alex Karp filed to sell [------] shares for $95931810 ($163.99/share): https://t.co/a5cofnnKbN https://t.co/ktMZF7AhZA" [X Link](https://x.com/wyv_123/status/1991716155988537577) 2025-11-21T03:51Z [----] followers, [---] engagements "@houndcl Agree. $LLY has money to burn. $JNJ also possible $ABVX suitor because they are getting smoked by $ABBV" [X Link](https://x.com/wyv_123/status/1991717812646343040) 2025-11-21T03:58Z [----] followers, [---] engagements "Looking forward to one of these for $ABVX. Maybe around the same price per share. Good morning $mrk is set to pay $cdtx investors $221.50 a share in cash implying a total transaction value of $9.2bn the people said. Two Two One Point Five. Good morning $mrk is set to pay $cdtx investors $221.50 a share in cash implying a total transaction value of $9.2bn the people said. Two Two One Point Five" [X Link](https://x.com/wyv_123/status/1991725540349509886) 2025-11-21T04:29Z [----] followers, [---] engagements "@A_May_MD Probably will be some biotech CEOs in the running for that award. $SGMO $SRPT $NTLA" [X Link](https://x.com/wyv_123/status/1992101018021306859) 2025-11-22T05:21Z [----] followers, [---] engagements "Great work @unemon1. I got the same results while watching in the console with fake emails from $ABVX $LLY $PFE. Seems to confirm Abivax has an active virtual data room environment. Would be interesting if this information getting out expedites a deal. $ABVX . @UNEMON1 just established they are in negotiations . how much better could it be @AlderLaneEggs @AIMhonesty @FriendlyBearSA @CitronResearch https://t.co/LA2IzSEYKS $ABVX . @UNEMON1 just established they are in negotiations . how much better could it be @AlderLaneEggs @AIMhonesty @FriendlyBearSA @CitronResearch https://t.co/LA2IzSEYKS" [X Link](https://x.com/wyv_123/status/1992260301807341999) 2025-11-22T15:54Z [----] followers, 15.5K engagements "@ShortShitStocks Been thinking the same for a while. New MoA biologic efficacy in a pill without the side effects works upstream of current therapies on multiple targets. Only UC drug whose efficacy appears to get better over time and could require less drug. $ABVX goes for $250 is my guess" [X Link](https://x.com/wyv_123/status/1992445993892393453) 2025-11-23T04:11Z [----] followers, [----] engagements "@DueDoctor Cash/stock deal from $LLY. $150 cash plus one share of LLY for every [--] shares of $ABVX. Holders can defer some taxes and then ride the Retatrutide rocket next year. Then $SNY comes over the top for $300 and a Betaville rumor turns out to be right for once" [X Link](https://x.com/wyv_123/status/1992685879811572053) 2025-11-23T20:05Z [----] followers, [----] engagements "@DueDoctor I don't disagree with you on Betaville. They are almost always wrong. Would be ironic if they finally got one right with $ABVX. I'm also fine to wait for maintenance data since Abivax has the most promising UC drug we've seen in 20+ years and it likely works for other diseases" [X Link](https://x.com/wyv_123/status/1992691823106801734) 2025-11-23T20:28Z [----] followers, [---] engagements "For anyone who wants to see the likely proof $ABVX has an open virtual data room here are the simple instructions. It takes less than [--] minute to see it yourself. Do this in the browser vs downloading the app. https://claude.ai/public/artifacts/cbc50931-a9cd-42db-9ca8-fc09bf4ee51e Great work @unemon1. I got the same results while watching in the console with fake emails from $ABVX $LLY $PFE. Seems to confirm Abivax has an active virtual data room environment. Would be interesting if this information getting out expedites a deal. https://t.co/R0wh9Eno1N" [X Link](https://x.com/wyv_123/status/1992699266780041425) 2025-11-23T20:58Z [----] followers, [---] engagements "@unemon1 Also this. Zero job openings at $ABVX" [X Link](https://x.com/wyv_123/status/1992704263127220329) 2025-11-23T21:18Z [----] followers, [----] engagements "@biomannn Exactly. And $ABVX has a good chance to be SoC in CD. Possibly RA and others" [X Link](https://x.com/wyv_123/status/1992720218821656777) 2025-11-23T22:21Z [----] followers, [---] engagements "After years of getting wrecked with $XBI stock "tax loss selling" it would be great if we are seeing the opposite here with $ABVX $NKTR and others. People sitting on huge gains and wanting to wait until January to sell. Either that or there really are buyouts brewing. Sticking to the day [--] strategy of buying at all time highs. See the flippers are out. Funds know the true value so [------------] and so on its all the same to them. Obviously and any given point there will be many different stakeholders with different goals but at ATHs in Sticking to the day [--] strategy of buying at all time" [X Link](https://x.com/wyv_123/status/1993433629243195470) 2025-11-25T21:36Z [----] followers, [----] engagements "Would be nice to see a top [--] list of publicly traded visa and outsourcing abusers. $COF $JPM $BAC come to mind along with the tech and other companies who had major failures and data leaks after significant outsourcing. There's also a serious national security risk. Shareholders should start asking questions at annual meetings about cost savings vs fraud kickback schemes PHI/PII exposure and lost jobs. Activist investors could force disclosure and pressure them to stop" [X Link](https://x.com/wyv_123/status/1993526819258012085) 2025-11-26T03:46Z [----] followers, [---] engagements "@BundaBoy123 @mattforney Exposing the risk and damage done with visa fraud at $COF $BAC $JPM $C $AMZN $MSFT etc annual meetings could be one way to stop it. Just need an activist investor or stock shorting legend to drill down into the details. @AlderLaneEggs would be ideal" [X Link](https://x.com/wyv_123/status/1993736727098269871) 2025-11-26T17:40Z [----] followers, [--] engagements "@BillAckman @Tim_Walz It was by design and they almost got away with it" [X Link](https://x.com/wyv_123/status/1995293586460676482) 2025-12-01T00:47Z [----] followers, [---] engagements "@DHSgov You sure If so that's great news for STEM grads and IT professionals" [X Link](https://x.com/wyv_123/status/1995714046935388645) 2025-12-02T04:38Z [----] followers, [---] engagements "@SnupSnus @A_May_MD $ABBV IBD revenue is about 4x that of $TAK" [X Link](https://x.com/wyv_123/status/1996357247371506052) 2025-12-03T23:13Z [----] followers, [---] engagements "@A_May_MD really dismantles the nonsense spewed by $ABBV about $ABVX. If you want to see why they're concerned look at the revenue here You can also get a good idea who else might be interested. And this is before trying to assign a combo value. On the UC data alone you could justify $15B+ right now. Add in other diseases and combo potential and possible $LLY interest and the numbers get crazy. https://claude.ai/public/artifacts/343b3db4-3dee-4b12-b204-c31131c946ff#no_universal_links https://claude.ai/public/artifacts/343b3db4-3dee-4b12-b204-c31131c946ff#no_universal_links Actually laughed" [X Link](https://x.com/wyv_123/status/1996736678044840265) 2025-12-05T00:21Z [----] followers, [----] engagements "I had Claude estimate the value of $ABVX based on $CDTX 14D-9 released today. Will be interesting to see if any of this turns out to be accurate. Could see the base case happening after reading that CDTX doc. https://claude.ai/public/artifacts/f5095c81-af1d-4180-989d-25a66dbfd0ab https://claude.ai/public/artifacts/f5095c81-af1d-4180-989d-25a66dbfd0ab" [X Link](https://x.com/wyv_123/status/1997181889522946410) 2025-12-06T05:50Z [----] followers, 17.5K engagements "Not sure if this is an anomaly but Missouri searching for $ABVX seems odd. $PFE is the only BP there that might make sense. Would be surprised if they did another large deal so soon but they are desperate. @seedy19tron mentioned there are big deals about to pop. Who knows" [X Link](https://x.com/wyv_123/status/1997337254935790011) 2025-12-06T16:08Z [----] followers, 15.9K engagements "@jonwestbay @realEstateTrent Same experience except it was downtown San Diego. After [--] hours I took a cab to La Jolla and got medical attention immediately" [X Link](https://x.com/wyv_123/status/1997439148723237037) 2025-12-06T22:52Z [----] followers, [--] engagements "@DueDoctor And $20B is the new $10B. $ABVX" [X Link](https://x.com/wyv_123/status/1997547022220656640) 2025-12-07T06:01Z [----] followers, [---] engagements "Wonder if this is the reason for the $ABVX call option buying frenzy last week. Should be a good listen tomorrow. https://smartlink.ausha.co/pharma-minds/preview https://smartlink.ausha.co/pharma-minds/preview" [X Link](https://x.com/wyv_123/status/1997834751219294335) 2025-12-08T01:04Z [----] followers, [----] engagements "@weifeng799066 @WallStSai Lowballing is $SNY's MO but it won't work with $ABVX" [X Link](https://x.com/wyv_123/status/1998164711360364783) 2025-12-08T22:56Z [----] followers, [---] engagements "@cp_option Market leader ABBV probably wouldn't pass regulatory hurdles and would not want to cannibalize their Rinvoq business. I'd replace ABBV with JNJ in your list add AZN and AMGN and you have a great list of interested parties" [X Link](https://x.com/wyv_123/status/1998201873850101998) 2025-12-09T01:23Z [----] followers, [--] engagements "@captive_dreamer @MaryX56 STEM research and breakthroughs too. Decades of bad policy and visa fraud have consequences as @BretWeinstein so often explains" [X Link](https://x.com/wyv_123/status/1998225632782872980) 2025-12-09T02:58Z [----] followers, [----] engagements "@Taintslapp12283 Haha. I probably just jinxed the buyout" [X Link](https://x.com/wyv_123/status/1998446057340932238) 2025-12-09T17:34Z [----] followers, [--] engagements "Huge if true. Been wondering why $LLY stock was down the last few days. With Omvoh and $ABVX Obefazimod they could really put a hurt on $ABBV and give patients another great option. Biggest breaking news of the evening: Independently verified and confirmed exact timings and flight log details coming through any second. One $lly jet landed in Paris early morning on Dec 9th. $abvx Dave Ricks x Marc De Garidel Biggest breaking news of the evening: Independently verified and confirmed exact timings and flight log details coming through any second. One $lly jet landed in Paris early morning on Dec" [X Link](https://x.com/wyv_123/status/1998588775992274971) 2025-12-10T03:01Z [----] followers, [----] engagements "Interesting. $LLY building a new plant in the US to manufacture small molecule drugs. $ABVX" [X Link](https://x.com/wyv_123/status/1998698397948076214) 2025-12-10T10:16Z [----] followers, [----] engagements "@RNAiAnalyst $CYTK CEO had a terrible case of GoItAlone-itis that he's never recovered from. PG at $AUPH also suffers from that ailment as does Sandy M at $SGMO. Marc at $ABVX is immune to that nonsense" [X Link](https://x.com/wyv_123/status/1998786863243604228) 2025-12-10T16:08Z [----] followers, [----] engagements "💯 as do you @A_May_MD and everyone else trying to help the average joe succeed in what's been an brutal biotech environment until recently. And the negativity endured in doing so is not trivial. I am all for people providing rational debate and personally thankful to you two for info shared on $VKTX. I moved those $ to $ABVX a while ago because of that and my own DD of course. @smithy05261244 deserves a follow for his DD on this name lets see if $abvx makes it to their earnings release on Monday as an independent entity. @smithy05261244 deserves a follow for his DD on this name lets see if" [X Link](https://x.com/wyv_123/status/1999168732833386668) 2025-12-11T17:25Z [----] followers, [----] engagements "Exactly like $VKTX & $AUPH except they have the best data ever seen a novel MOA in IBD in pill form with almost zero side effects where side effects of current multi-billion $ drugs have black box warnings and a motivated experienced CEO with a proven track record in M&A. $ABVX $ABVX Biotwit is going full retard mode on this one - as if we are in the 80s a la Gordon Gekko spotting planes and forming a investment thesis Smells much like $VKTX and $AUPH $ABVX Biotwit is going full retard mode on this one - as if we are in the 80s a la Gordon Gekko spotting planes and forming a investment thesis" [X Link](https://x.com/wyv_123/status/1999899808220520822) 2025-12-13T17:50Z [----] followers, [--] engagements "Exactly like $VKTX & $AUPH except they have the best UC data ever a novel MOA in IBD in pill form with almost zero side effects where side effects of current multi-billion $ drugs have black box warnings and a motivated experienced CEO with a proven track record in M&A. $ABVX $ABVX Biotwit is going full retard mode on this one - as if we are in the 80s a la Gordon Gekko spotting planes and forming a investment thesis Smells much like $VKTX and $AUPH $ABVX Biotwit is going full retard mode on this one - as if we are in the 80s a la Gordon Gekko spotting planes and forming a investment thesis" [X Link](https://x.com/wyv_123/status/1999900270944485735) 2025-12-13T17:52Z [----] followers, [----] engagements "@JialiangLiang @PCM_bio Seems like they could pull it off if they wanted to. Also think JNJ just as likely and outside chance of TAK who needs one badly. Will take some time regardless. Wish someone could explain who wasted $10M on OTM options expiring Friday and why. Don't understand that at all" [X Link](https://x.com/wyv_123/status/2001084551167140037) 2025-12-17T00:18Z [----] followers, [--] engagements "Interesting. Marc looks tired and he appears to be in Paris. First time I have seen him wear glasses. Also mentions something in Jan before JPM that sounded like expanding the use case for Obefazimod. Couldn't make out the last part. $ABVX ICYMI $ABVX CEO Marc had an interview with CNBC this morning candidly admit: "We are always in conversation with Big Pharma." He didn't deny the rumors and put the pressure on buyers: "We dont control what the BPs will do (the price they bid IMO)." https://t.co/f0nvjaJc6N https://t.co/CmlR9fAxYw ICYMI $ABVX CEO Marc had an interview with CNBC this morning" [X Link](https://x.com/wyv_123/status/2001146856273826283) 2025-12-17T04:26Z [----] followers, 20.8K engagements "Hilarious. The most ever for a single drug at an ECCO conference. And depending on which AI you ask $ABVX has either the most or 2nd/3rd most total presentations at an ECCO conference. Only $ABBV may have had more when they were pushing Rinvoq and Skyrizi at the same time. Haha $ABVX is presenting [--] (yes 22) abstracts at ECCO. Flooding the conference with data 😅 Interestingly the highest profile one of the [--] (the only in-person oral presentation and being given in the plenary hall) isn't any of their breakthrough clinical data in Haha $ABVX is presenting [--] (yes 22) abstracts at ECCO." [X Link](https://x.com/wyv_123/status/2001422562505425063) 2025-12-17T22:41Z [----] followers, [----] engagements "With [--] abstracts at ECCO (more than Rinvoq or Skyrizi ever had) Obefazimod likely being used earlier than JAKs and biologics and with anti-fibrotic properties I think @seedy19tron is going to need to update this price sheet for $ABVX. $LLY you've got the cash make it happen. $ABVX Valuation (Revised Share Count) Fully Diluted Share Count: [--------] [----] YE Cash: [---------] *I missed some of the comp shares https://t.co/nGx4HPakzi $ABVX Valuation (Revised Share Count) Fully Diluted Share Count: [--------] [----] YE Cash: [---------] *I missed some of the comp shares https://t.co/nGx4HPakzi" [X Link](https://x.com/wyv_123/status/2001819121630183673) 2025-12-19T00:57Z [----] followers, [----] engagements "If only there were signs. PG&E promoted the COO who oversaw tranformers. Now he's going to be CEO and San Francisco is in their 3rd day of blackouts right before Christmas. Good job guys. @CAgovernor @PGE4Me California Faces Fuel Disaster As Refineries And Gas Stations Shut Down https://t.co/Lv8lIOq8Ic California Faces Fuel Disaster As Refineries And Gas Stations Shut Down https://t.co/Lv8lIOq8Ic" [X Link](https://x.com/wyv_123/status/2002880987102089489) 2025-12-21T23:16Z [----] followers, [---] engagements "Here comes Seedy Claus Here comes Seedy Claus Right down Abivax Lane $ABVX $LLY French newspaper with some breaking news this morning $abvx US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the General Directorate of the Treasury in early December. The meeting was intended to subject a https://t.co/6oCy2kp0Gu French newspaper with some breaking news this morning $abvx US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the General Directorate of the" [X Link](https://x.com/wyv_123/status/2003051899701043201) 2025-12-22T10:36Z [----] followers, [----] engagements "@PickingMyOwn Likely same people who loaded the January $ABVX calls last week. Throwing away $5-10M on calls a few months in a row knowing a $LLY buyout is coming would explain a lot. Definitely wasn't retail buying most of those calls" [X Link](https://x.com/wyv_123/status/2003059910960197714) 2025-12-22T11:07Z [----] followers, [---] engagements "Probably still applies today if $ABVX only up $10-15. $ABVX the last few months. https://t.co/5yw2BKlmdP $ABVX the last few months. https://t.co/5yw2BKlmdP" [X Link](https://x.com/wyv_123/status/2003062089288687911) 2025-12-22T11:16Z [----] followers, [----] engagements "Bags filled with cash. $ABVX @JOEYNEWSGUY $ABVX more bags will be made this morning @JOEYNEWSGUY $ABVX more bags will be made this morning" [X Link](https://x.com/wyv_123/status/2003086071580807658) 2025-12-22T12:51Z [----] followers, [----] engagements "$ABVX pork guy:" [X Link](https://x.com/wyv_123/status/2003090428988621057) 2025-12-22T13:09Z [----] followers, [----] engagements "@A_May_MD And they added Dec $190s and $200s with only a week to go. No one would buy those unless they were looking for $250-300. $ABVX" [X Link](https://x.com/wyv_123/status/2003092980325106097) 2025-12-22T13:19Z [----] followers, [----] engagements "Not sure if $SNY could pull this off but $LLY easily could. $ABVX @DueDoctor Cash/stock deal from $LLY. $150 cash plus one share of LLY for every [--] shares of $ABVX. Holders can defer some taxes and then ride the Retatrutide rocket next year. Then $SNY comes over the top for $300 and a Betaville rumor turns out to be right for once. @DueDoctor Cash/stock deal from $LLY. $150 cash plus one share of LLY for every [--] shares of $ABVX. Holders can defer some taxes and then ride the Retatrutide rocket next year. Then $SNY comes over the top for $300 and a Betaville rumor turns out to be right for" [X Link](https://x.com/wyv_123/status/2003094782877536495) 2025-12-22T13:26Z [----] followers, [----] engagements "$ABVX was this exactly. Charlie Munger: "I have a pile on my desk that solves most of my problems. It's called the Too Hard Pile. And I just keep shifting things to the Too Hard Pile." "Every once in a while an easy decision comes along and I make it. That's my system. Everything goes to the Too Hard https://t.co/UTRmnl5ht2 Charlie Munger: "I have a pile on my desk that solves most of my problems. It's called the Too Hard Pile. And I just keep shifting things to the Too Hard Pile." "Every once in a while an easy decision comes along and I make it. That's my system. Everything goes to the Too" [X Link](https://x.com/wyv_123/status/2003097111320281567) 2025-12-22T13:35Z [----] followers, [----] engagements "@norriharb @seedy19tron Probably the ones that acted on inside information the last few weeks now sitting on their hands since it's "public" now" [X Link](https://x.com/wyv_123/status/2003118935869456869) 2025-12-22T15:02Z [----] followers, [--] engagements "@jayabacus Exactly. I never posted this but Kinam Hong MD and Sofinnova were instrumental in all of this. Good timeline here on their involvement and history with $ABVX. https://claude.ai/public/artifacts/56560c31-6260-40be-b62d-265dceec884f https://claude.ai/public/artifacts/56560c31-6260-40be-b62d-265dceec884f" [X Link](https://x.com/wyv_123/status/2003130997534322756) 2025-12-22T15:50Z [----] followers, [---] engagements "💯 Also: [--]. Still not a single job opening at $ABVX when they need to hire a couple hundred yesterday [--]. Still active intralinks deal portal (see screenshots) [--]. CEO [--] for [--] on previous buyouts management full of execs with successful exits [--]. $250+ IMO I dont want to but I will address the $abvx waffle all over X about french habits La Letter credibility upside case French govt rejection chances and timeline French habits: I disagree with all the negative commentary about the French. Are you forgetting Obe a French I dont want to but I will address the $abvx waffle all over X about french" [X Link](https://x.com/wyv_123/status/2003186803914997883) 2025-12-22T19:32Z [----] followers, [----] engagements "@smithy05261244 $ABVX has been the crown jewel of Euronext (and Nasdaq) this year and they need the US market regardless of buyer. Unlikely France is going to ruin that especially if $LLY comes in with big $. Also no way a 50% premium gets it done probably going to take mid-200s or higher" [X Link](https://x.com/wyv_123/status/2003315504975618366) 2025-12-23T04:03Z [----] followers, [---] engagements ""And MdG is the 🐐 of selling biotechs so all you have to do is wait" $ABVX Update: ICYMI - in an interview yesterday to BFM Bourse a very reputable news source in France a spokesperson for the Economic Ministry acknowledged the existence of the $abvx situation and verifications were in progress when questioned about the La Letter piece re $lly Update: ICYMI - in an interview yesterday to BFM Bourse a very reputable news source in France a spokesperson for the Economic Ministry acknowledged the existence of the $abvx situation and verifications were in progress when questioned about the La" [X Link](https://x.com/wyv_123/status/2003446310347981113) 2025-12-23T12:43Z [----] followers, [----] engagements "@TheBenStadler @seedy19tron See SeedyTX $CDTX" [X Link](https://x.com/wyv_123/status/2003512080012575221) 2025-12-23T17:04Z [----] followers, [---] engagements "$ABVX now has $210 call options as of today. Probably going to need to add 220-250s soon. Pourquoi la petite biotech franaise Abivax intresse-t-elle tant le gant amricain Eli Lilly https://t.co/K0FXUHGSKz Pourquoi la petite biotech franaise Abivax intresse-t-elle tant le gant amricain Eli Lilly https://t.co/K0FXUHGSKz" [X Link](https://x.com/wyv_123/status/2003842740665348292) 2025-12-24T14:58Z [----] followers, [----] engagements "@bradloncar @mjd5388 @BiotechTV Speaking of risks: [--]. The French Government / EU Bureaucracy / US-EU tensions [--]. MFN [--]. Trump admin and drug pricing [--]. ACA premium subsidy disaster" [X Link](https://x.com/wyv_123/status/2004663734686695841) 2025-12-26T21:20Z [----] followers, [---] engagements "@bradloncar @mjd5388 @BiotechTV [--]. The fraud $JPM and others committed with paper $SLV / $GLD taking down the entire stock market and the $USD. Wish I was kidding about this one" [X Link](https://x.com/wyv_123/status/2004665482000171263) 2025-12-26T21:27Z [----] followers, [---] engagements "Can't wait for the [----] UN Security Council Somali man is very angry that Somalis are getting exposed for their fraud schemes: If you beef one Somali you beef every Somali. If theres one thing about Somalis they are going to ride out for their Somali brothers and sisters. They are going to crash out. They dont do https://t.co/GR0LffFv95 Somali man is very angry that Somalis are getting exposed for their fraud schemes: If you beef one Somali you beef every Somali. If theres one thing about Somalis they are going to ride out for their Somali brothers and sisters. They are going to crash out." [X Link](https://x.com/wyv_123/status/2005068779123044626) 2025-12-28T00:10Z [----] followers, [---] engagements "$ABVX $150+ all time high pre-market. It's probably nothing" [X Link](https://x.com/wyv_123/status/2005603555101782249) 2025-12-29T11:35Z [----] followers, [----] engagements "$ABVX per Opus 4.5: "Disease modification beyond anti-inflammatory activity" "Clinical Evidence Suggests Effects Beyond Inflammation Control" My guess is $LLY needs to pay $275-300 share in the next month or be prepared to pay a lot more later. https://claude.ai/public/artifacts/70c1312b-fbf6-400e-b953-a102efbe88e8 https://claude.ai/public/artifacts/70c1312b-fbf6-400e-b953-a102efbe88e8" [X Link](https://x.com/wyv_123/status/2005645804321829149) 2025-12-29T14:23Z [----] followers, [----] engagements "@SpeakerJohnson Imagine if you had not taken off months of vacation. You did nothing for election integrity or to reduce fraud or wasteful spending. You wouldn't hold votes and wasted time on stupid resolutions instead. Not a strong year and you probably already lost the midterms" [X Link](https://x.com/wyv_123/status/2005823065872073153) 2025-12-30T02:07Z [----] followers, [--] engagements "I agree. It is also suspect that AF crawls out of his hole on one of the lowest volume days of the year to post a week old article from LinkedIn on $ABVX. I'll stick w/ @A_May_MD @seedy19tron @JoseRestonVA @JPZaragoza1 @sleepydragon01 the data & my own research thank you. @adamfeuerstein I wouldnt classify it as such. The assertion is that M&A discussions couldnt be ongoing right now because MDG a biotech CEO with experience selling [--] *other* companies and currently the CEO of the most likely buyout candidate of [----] couldnt talk about M&A if it was @adamfeuerstein I wouldnt classify it as" [X Link](https://x.com/wyv_123/status/2006059945700069602) 2025-12-30T17:48Z [----] followers, [----] engagements "In addition to the market expansion comment due in Jan Feb has [--] ECCO abstracts on Obefazimod. To get an idea of the number of abstracts other blockbusters have had I made this dashboard. TNFa numbers may be off regardless $ABVX is in good company. https://claude.ai/public/artifacts/9635ae0e-b313-4884-8c63-80dc353c55e9 One of the important things (deal imminent or not) is precisely this: the market research presentation in early Jan. $ABVX https://claude.ai/public/artifacts/9635ae0e-b313-4884-8c63-80dc353c55e9 One of the important things (deal imminent or not) is precisely this: the market" [X Link](https://x.com/wyv_123/status/2006066575762215294) 2025-12-30T18:15Z [----] followers, [---] engagements "@Taintslapp12283 @JackMan724444 I think you spelled Adam Feuerstein wrongs" [X Link](https://x.com/wyv_123/status/2006067612577345977) 2025-12-30T18:19Z [----] followers, [---] engagements ""Minnesota naive" "Minnesota NGMI" Good grief https://t.co/a9tzxaj9uQ Good grief https://t.co/a9tzxaj9uQ" [X Link](https://x.com/wyv_123/status/2006148195345158505) 2025-12-30T23:39Z [----] followers, [---] engagements "@Tim_Walz Blaming Trump for fraud that was going on under your watch for years. It's not going to work anymore" [X Link](https://x.com/wyv_123/status/2006192732511797711) 2025-12-31T02:36Z [----] followers, [--] engagements "@WhitneyWReports Good thing it was only [---] violations in [--] years. I'm sure everything else is legit including attendance records and invoices. A real reporter would get those things. Maybe check with @nickshirleyy and David" [X Link](https://x.com/wyv_123/status/2006866898810708358) 2026-01-01T23:15Z [----] followers, [---] engagements "@WhitneyWReports Please keep reporting on the "Learing" Center. It's totally legit" [X Link](https://x.com/wyv_123/status/2006867281926828413) 2026-01-01T23:17Z [----] followers, [---] engagements "Definitely will check this out 1/6. During Covid I applied to so many jobs using Workday and never even got a call despite being a perfect fit. I noticed a pattern and just starting skipping any applications using it. Amazing what has come out since regarding WD and visa fraud (and how they will likely be proven to be linked). I mean you knew it was there but no one had any idea of the magnitude. https://twitter.com/i/web/status/2007563846735831528 https://twitter.com/i/web/status/2007563846735831528" [X Link](https://x.com/wyv_123/status/2007563846735831528) 2026-01-03T21:24Z [----] followers, [---] engagements "Seeing a lot of understandable disagreement over the price $LLY $SNY $AZN and others might pay for $ABVX. We all have our own opinions but who really knows If Obefazimod can become SOC / 1L in UC and CD and actually does work better over time with less drug and has anti-fibrotic properties it should do 8-10B+ in peak sales pretty easily. The question is if someone wants to pay $20B now or wait until there's more data. The current IBD drugs generating about $25B in annual revenue all have terrible side effects and injections/infusions are a hassle. If given the option my guess is nearly" [X Link](https://x.com/wyv_123/status/2008022923731214459) 2026-01-05T03:49Z [----] followers, [----] engagements "$LLY playing 4D chess by spending $1B on early stage small molecule $VTVX to try and save 3-5X that amount on the price they pay for $ABVX" [X Link](https://x.com/wyv_123/status/2008671260885348758) 2026-01-06T22:45Z [----] followers, [----] engagements "lol $RVMD. HUGE @WSJ M&A SCOOP: AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines. $ABBV $RVMD https://t.co/HtI1PaRgox HUGE @WSJ M&A SCOOP: AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines. $ABBV $RVMD https://t.co/HtI1PaRgox" [X Link](https://x.com/wyv_123/status/2009019167534723430) 2026-01-07T21:47Z [----] followers, [---] engagements "@FT @WSJ @mroliverbarnes $RVMD $MRK Dont mess with $mrk pow pow pow $rvmd Okay so $abbv now that youve lost the bidding war where does the $20B go Dont mess with $mrk pow pow pow $rvmd Okay so $abbv now that youve lost the bidding war where does the $20B go" [X Link](https://x.com/wyv_123/status/2009377801225306311) 2026-01-08T21:32Z [----] followers, [----] engagements "$RVMD $ABVX comparison. Interesting Revolution is likely going to be the most expensive pre-revenue biotech acquisition. For now anyway" [X Link](https://x.com/wyv_123/status/2009472677640327509) 2026-01-09T03:49Z [----] followers, [----] engagements "Would be nice if Claude got the price right too. Thinking $17.5B USD is the opening bid not the final. The share count estimate was about 2% off here which would be $226-277 for the base case. $ABVX $LLY I had Claude estimate the value of $ABVX based on $CDTX 14D-9 released today. Will be interesting to see if any of this turns out to be accurate. Could see the base case happening after reading that CDTX doc. https://t.co/idAN0CIq8d I had Claude estimate the value of $ABVX based on $CDTX 14D-9 released today. Will be interesting to see if any of this turns out to be accurate. Could see the" [X Link](https://x.com/wyv_123/status/2010633869054382503) 2026-01-12T08:44Z [----] followers, [----] engagements "@BiotechTV @diogorau $LLY needs to use those AI models to predict how much $ABVX will cost next month next quarter and beyond when Obefazimod is SOC for IBD. Or they can go ahead and make the deal now. Either is fine with me. Although they may not be available much longer" [X Link](https://x.com/wyv_123/status/2011264723044745716) 2026-01-14T02:30Z [----] followers, [---] engagements "@StateDept You left off the county committing the most fraud but this is a good start" [X Link](https://x.com/wyv_123/status/2011632032607322177) 2026-01-15T02:50Z [----] followers, [---] engagements "@VerizonNews Somehow you thought it was a good idea to send this spam sales text when your [---] and voice service was down. You'll need to give 2-3 months of free service or "some" people will switch to better providers like @TMobile" [X Link](https://x.com/wyv_123/status/2011661647463723014) 2026-01-15T04:48Z [----] followers, [---] engagements "All the doom and gloom on $ABVX doesn't change the data or that $LLY $JNJ $AZN etc are facing a massive patent cliff. Obefazimod has the most ever abstracts for a single drug in the last [--] years at the top annual IBD conference worldwide. Look at the next [--] and their revenue" [X Link](https://x.com/wyv_123/status/2011998845354320142) 2026-01-16T03:08Z [----] followers, [----] engagements "@LaminarRed Holding a stock solely for a buyout almost always ends poorly. Especially for a buyout at JPM which has been a bust for many years. Regarding $ABVX you would think there has been enough volatility to trigger certain French disclosure laws" [X Link](https://x.com/wyv_123/status/2012001666112065935) 2026-01-16T03:19Z [----] followers, [---] engagements "Agree. One thing I can't get my mind around is the fact that France and Europe apparently have these stricter disclosure and anti-manipulation laws. I don't understand why they are letting so many get away with pink sheet / memecoin type manipulation. Unless it's true. $ABVX Two things that I cant wrap my head around. [--]. Why would you need to report on a preparation of a bid ( $lly 15B) and the language was very tip toey in terms of the legal ramifications and it came on a day where expectations were that the stock will suffer as no JPM day [--] Two things that I cant wrap my head around. [--]. Why" [X Link](https://x.com/wyv_123/status/2012294305524613542) 2026-01-16T22:42Z [----] followers, [----] engagements "@ImeldaM89173797 @RedPillRabbit Do they have a LinkedIn profile with no picture a weird variation of their name / initials and a questionable work history showing a different employer Because if I had a dollar for every one of those" [X Link](https://x.com/wyv_123/status/2012672465579729149) 2026-01-17T23:44Z [----] followers, [--] engagements "@FlagUSANetwork @ConnsHomePlus @RealWaKhan @JobsNowPR @Bannons_WarRoom @MAGAVoice @Redpillrabbit17 @bennyjohnson @RapidResponse47 @NeilMunroDC @Eric_Schmitt @GuntherEagleman Most of the companies he ran this scheme on went bankrupt. Boards and activist shareholders should pick up on this outsourcing / visa fraud and these scams should be included as a business risk in @SECGov filings. Because it definitely is" [X Link](https://x.com/wyv_123/status/2012945444125495611) 2026-01-18T17:49Z [----] followers, [---] engagements "@MplsWard12 That Signal chat is lit.🔥" [X Link](https://x.com/wyv_123/status/2015632662065557994) 2026-01-26T03:47Z [----] followers, [---] engagements "@SpeakerJohnson @LeaderJohnThune funded it AGAIN. That is the most incredible part. "The most sobering part Its domestic. Funded trained (somewhere) and directed by people who live in the same country theyre trying to paralyze law enforcement in." @camhigby As a former Special Forces Warrant Officer with multiple rotations running counterinsurgency opsboth hunting insurgents and trying to separate them from sympathetic populationsIve seen organized resistance up close. From Anbar to Helmand the pattern is familiar: spotters @camhigby As a former Special Forces Warrant Officer with multiple" [X Link](https://x.com/wyv_123/status/2015780438438994032) 2026-01-26T13:34Z [----] followers, [---] engagements "@MichelDoepke $avxs sold stock [--] mon before $NVS BO. $RLYP w/non-dilutive loan a few mon before BO. Are $SGMO (2ndary) & $TSRO (loan) next" [X Link](https://x.com/wyv_123/status/1013635697935253504) 2018-07-02T04:09Z [----] followers, [--] engagements "Surprised $KDMN went first but still feels great. Kept adding daily up until yesterday at [----]. $TRIL and $ADMS next. $KDMN at $8.71 = 9% in a few months if $SNY deal closes. Similar deals have closed in about [--] months. $TRIL @ $17.56 = 5.36% in a couple of months if $PFE deal goes through. $KDMN at $8.71 = 9% in a few months if $SNY deal closes. Similar deals have closed in about [--] months. $TRIL @ $17.56 = 5.36% in a couple of months if $PFE deal goes through" [X Link](https://x.com/wyv_123/status/1451165344773648385) 2021-10-21T12:35Z [----] followers, [--] engagements "Seems like a decent amount of opportunity in and out of oncology including: $CRIS under $5 with mono therapy results and just started combo trials $PDSB lots of shots on goal incredible results with $MRK.DE $MRK Keytruda data soon $PLXP GI friendly aspirin for CVD stroke etc" [X Link](https://x.com/wyv_123/status/1469011587482759172) 2021-12-09T18:30Z [----] followers, [--] engagements "Cool write-up on $AUPH with some interesting history and current status of $RLYP. https://adamsinger.substack.com/p/aurinia-a-hot-battleground-biotech https://adamsinger.substack.com/p/aurinia-a-hot-battleground-biotech" [X Link](https://x.com/wyv_123/status/1475892379467067393) 2021-12-28T18:12Z [----] followers, [--] engagements "Interesting $RHHBY Ocrevus liver adverse event data from the FDA. Could be a big deal for $TGTX and the better drug Briumvi. https://www.fda.gov/drugs/questions-and-answers-fdas-adverse-event-reporting-system-faers/july-september-2023-potential-signals-serious-risksnew-safety-information-identified-fda-adverse $TGTX I was not aware of this. https://t.co/YWafKlySr3 https://www.fda.gov/drugs/questions-and-answers-fdas-adverse-event-reporting-system-faers/july-september-2023-potential-signals-serious-risksnew-safety-information-identified-fda-adverse $TGTX I was not aware of this." [X Link](https://x.com/wyv_123/status/1742346143474786696) 2024-01-03T00:44Z [----] followers, 35K engagements "On this we agree. There will be a lot of manipulation with $ABVX today. Likely lowest volume day of the year. And they just happened to release weekly options. Stock was also just added to $NBI. Let the games begin. $ABVX today is a waste of time $ABVX today is a waste of time" [X Link](https://x.com/wyv_123/status/2004551985203499350) 2025-12-26T13:56Z [----] followers, [----] engagements "@AgonInvestments Agree 100%. $ABVX is a completely different ballpark than $VTYX and $LLY has another 30-40B or more to spend" [X Link](https://x.com/wyv_123/status/2010491716629917996) 2026-01-11T23:19Z [----] followers, [---] engagements "@PickingMyOwn $JNJ $TAK need it to stay relevant. $SNY $PFE $MRK need a blockbuster to replace LOE" [X Link](https://x.com/wyv_123/status/2015782487222276553) 2026-01-26T13:42Z [----] followers, [---] engagements "@blunt_sarcastic @PlumbNick Those are almost guaranteed to all be fake and attempts to steal your identity. At best they are trying to be a middleman and pay 50% or less of the market rate" [X Link](https://x.com/wyv_123/status/2015973289835823313) 2026-01-27T02:21Z [----] followers, [--] engagements "Many SaaS companies are in trouble due to AI. There will be many more like $DUOL. Should be good news for $XBI. Regarding the SaaSpocalypse. I am the Chief Strategy Officer of a major enterprise software company. We've lost 47% of our market cap in four months. Our stock dropped 6% on Monday. My bonus is gone. My options are underwater. My second vacation home is in jeopardy. The https://t.co/JXiA0APQsF Regarding the SaaSpocalypse. I am the Chief Strategy Officer of a major enterprise software company. We've lost 47% of our market cap in four months. Our stock dropped 6% on Monday. My bonus" [X Link](https://x.com/wyv_123/status/2019767186504446447) 2026-02-06T13:36Z [----] followers, [---] engagements "@Agent0088156721 Combo therapy is the wave of the future for autoimmune diseases. They try to do it now w/ drugs that have terrible side effects. Imagine what two drugs with minor side effects AND anti-fibrotic properties could do together. Would take Skyrizi and Rinvoq market share. $ABVX $MRK" [X Link](https://x.com/wyv_123/status/2020290004464054631) 2026-02-08T00:14Z [----] followers, [---] engagements "@bioadvo @biomannn @A_May_MD The more I read about the $MRK drug tulisokibart the more I like it. It could compete with Skyrizi. And Obefazimod is likely going to be a better Rinvoq without the serious side effects. $LLY or $MRK could put a hurt on $ABBV with $ABVX" [X Link](https://x.com/wyv_123/status/2020649600017903623) 2026-02-09T00:03Z [----] followers, [---] engagements "@EpsilonTheory @jam_croissant I believe this is one of the main reasons why Trump is so ridiculous on the Epstein files" [X Link](https://x.com/wyv_123/status/2020658415278924258) 2026-02-09T00:38Z [----] followers, [---] engagements "Despicable bipartisan group of swamp creatures here (Nadler Raskin and Bondi). We would be so much better off if they all would step down. OH She mad https://t.co/46o8AgBnNc OH She mad https://t.co/46o8AgBnNc" [X Link](https://x.com/anyuser/status/2021646892463964476) 2026-02-11T18:05Z [----] followers, [---] engagements "22 abstracts and $22B by 2/22 is my guess $ABVX" [X Link](https://x.com/anyuser/status/2022105777071427827) 2026-02-13T00:29Z [----] followers, [----] engagements "@taeyoon43334145 I think that's the range Marc has been offered but knows it is worth much more" [X Link](https://x.com/wyv_123/status/2022440920696918147) 2026-02-13T22:41Z [----] followers, [---] engagements "Melinda Welsh beat the odds with cancer drugs from $ONCS and $MRK. http://www.latimes.com/opinion/op-ed/la-oe-welsh-cancer-immunotherapy-20160717-snap-story.html http://www.latimes.com/opinion/op-ed/la-oe-welsh-cancer-immunotherapy-20160717-snap-story.html" [X Link](https://x.com/anyuser/status/932100614653382656) 2017-11-19T04:17Z [----] followers, [--] engagements "Spoke with $SGMO investor relations yesterday and confirmed $GILD took $50M of the recent offering. Had not been able to confirm prior" [X Link](https://x.com/wyv_123/status/1002994013530705920) 2018-06-02T19:23Z [----] followers, [--] engagements "Pretty sure Wall Street doesn't get the significance of this data yet. $SRPT $SRPT for any data monkeys this was pulled from WMS slide page [--]. 100M walk test data All Baseline average:56.4 All Latest test Average:47.7 #Age1st test - Last 2449.9-48.6 4467.2-50.7 4Av58.6-49.7 1549.3-43.2 3659.3-48.4 $SRPT for any data monkeys this was pulled from WMS slide page [--]. 100M walk test data All Baseline average:56.4 All Latest test Average:47.7 #Age1st test - Last 2449.9-48.6 4467.2-50.7 4Av58.6-49.7 1549.3-43.2 3659.3-48.4" [X Link](https://x.com/wyv_123/status/1048579024287612929) 2018-10-06T14:21Z [----] followers, [--] engagements "Hmm wonder if someone knew something ahead of $SLDB data. $SRPT was $114 last week now at $151" [X Link](https://x.com/wyv_123/status/1093509352361730049) 2019-02-07T13:58Z [----] followers, [--] engagements "Beginning wave of the patent cliff panic M&A. BP needs to stop wasting $ on buybacks and better start buying new tech $SGMO $EDIT $NTLA $ZIOP $RGNX $QURE $SRPT $MGTX Baird good week for M&A. This week M&A departments everywhere were very busy with the acquisitions of $ONCE by Roche for $4.8B Clementia by Ipsen for up to $1.31B and Myonexus by$SRPT for $165M. market responded accordingly with share prices across biotech in the green. Baird good week for M&A. This week M&A departments everywhere were very busy with the acquisitions of $ONCE by Roche for $4.8B Clementia by Ipsen for up to $1.31B" [X Link](https://x.com/wyv_123/status/1101903643572359170) 2019-03-02T17:54Z [----] followers, [--] engagements "$SRPT IR confirmed today that the offering was completed at $144. @TheProfessor_85 @BiotechObserver @PaixTrader @Qbert2600 One other thing that is annoying is IR has not confirmed if the offering closed. It's a simple yes/no question. $SRPT @TheProfessor_85 @BiotechObserver @PaixTrader @Qbert2600 One other thing that is annoying is IR has not confirmed if the offering closed. It's a simple yes/no question. $SRPT" [X Link](https://x.com/wyv_123/status/1108784718521131008) 2019-03-21T17:37Z [----] followers, [--] engagements "Wondering if $SRPT did the raise to buy Lysogene. $SRPT & Lysogene Gene-Therapy clinical trial in #Sanfilippo #MPS3A The mother share here daughter Lulu progress post GT treatment [--] weeks after GT: Faster. Flat footed. Knee & foot centered More upright/not crounched https://t.co/eAGKiktO0p https://t.co/IickDWShvc $SRPT & Lysogene Gene-Therapy clinical trial in #Sanfilippo #MPS3A The mother share here daughter Lulu progress post GT treatment [--] weeks after GT: Faster. Flat footed. Knee & foot centered More upright/not crounched https://t.co/eAGKiktO0p https://t.co/IickDWShvc" [X Link](https://x.com/wyv_123/status/1109305870582714368) 2019-03-23T04:08Z [----] followers, [--] engagements "Good comments on Gene Therapy winners and losers. GT/GE represents our best chance at reducing overall healthcare costs and biggest threats to big pharma's recurring revenue streams. $SGMO $SRPT https://www.investorvillage.com/smbd.aspmb=1933&mn=127148&pt=msg&mid=19456360 https://www.investorvillage.com/smbd.aspmb=1933&mn=127148&pt=msg&mid=19456360" [X Link](https://x.com/wyv_123/status/1132295460520124417) 2019-05-25T14:40Z [----] followers, [--] engagements "For anyone going to the $SRPT annual meeting please ask why their chairwoman would get involved with garbage like $MDXG" [X Link](https://x.com/wyv_123/status/1134618535974592512) 2019-06-01T00:31Z [----] followers, [--] engagements "$SGMO RMAT for HemA (20B+ market w/royalties). Ph [--] paid for by $PFE. Validates GT platform (also have GE CT & TF platforms) 1.3B market cap. GT-only competitor market caps: $ONCE 4B $BMRN 14.6B $QURE 2.9B https://isthcongressdaily.org/alta-study-initial-results-in-severe-hemophilia-a/ https://isthcongressdaily.org/alta-study-initial-results-in-severe-hemophilia-a/" [X Link](https://x.com/wyv_123/status/1148021128583090177) 2019-07-08T00:09Z [----] followers, [--] engagements "$BMRN $SGMO $PFE The durability of the Biomarin #hemophilia A gene therapy expression has been the main discussion point after Pasi presentation. After 3years mean fviii was 20%. Apparently model expects 5% level at 8years. Pasi explained these are very conservative data. #ISTH2019 The durability of the Biomarin #hemophilia A gene therapy expression has been the main discussion point after Pasi presentation. After 3years mean fviii was 20%. Apparently model expects 5% level at 8years. Pasi explained these are very conservative data. #ISTH2019" [X Link](https://x.com/wyv_123/status/1148051052899553281) 2019-07-08T02:07Z [----] followers, [--] engagements "Good news on Sangamo and Sickle Cell. $SGMO $SNY https://www.investorvillage.com/smbd.aspmb=1933&mn=130771&pt=msg&mid=19615580 https://www.investorvillage.com/smbd.aspmb=1933&mn=130771&pt=msg&mid=19615580" [X Link](https://x.com/wyv_123/status/1153425164048240640) 2019-07-22T22:02Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@wyv_123 Wayne
Wayne posts on X about $tgtx, $abvx, $vktx, $mrk the most. They currently have [-------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.
Engagements: [---------] #
- [--] Week [------] +94%
- [--] Month [------] -57%
- [--] Months [-------] +138%
- [--] Year [-------] -55%
Mentions: [--] #
- [--] Month [--] -84%
- [--] Months [---] +92%
- [--] Year [---] -6.50%
Followers: [-------] #
- [--] Week [-----] +0.39%
- [--] Month [-----] +1.20%
- [--] Months [-----] +8.30%
- [--] Year [-----] +15%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance cryptocurrencies technology brands celebrities countries us election currencies social networks automotive brands
Social topic influence $tgtx, $abvx #19, $vktx, $mrk #45, $pfe, $lly, $abbv, $jnj #23, $tril, $bmy
Top accounts mentioned or mentioned by @elonmusk @amaymd @pharmdca @alderlaneeggs @biohazard3737 @cernovich @realdonaldtrump @srqstockpicker @repthomasmassie @seedy19tron @potus @themach99 @robertkennedyjr @pcmbio @duedoctor @jayabacus @bennyjohnson @pawcio2009 @vivekgramaswamy @doge
Top assets mentioned TG Therapeutics, Inc. (TGTX) Abivax SA (ABVX) Viking Therapeutics, Inc (VKTX) Merck & Co., Inc. (MRK) Pfizer, Inc. (PFE) Eli Lilly and Company (LLY) AbbVie Inc (ABBV) Johnson & Johnson (JNJ) Bristol-Myers Squibb Co (BMY) Synthetify (SNY) Amgen, Inc. (AMGN) Novo-Nordisk (NVO) Sarepta Therapeutics, Inc. (SRPT) Biogen Inc (BIIB) ALX Oncology Holdings Inc (ALXO) Novartis AG (NVS) Gilead Sciences, Inc. (GILD) Intellia Therapeutics, Inc (NTLA) SVB Financial Group (SIVBQ) AstraZeneca PLC (AZN) Basis Cash (BAC) Shoulder Innovations, Inc. (SI) Alphabet Inc Class A (GOOGL) GameStop, Corp. (GME) Signature Bank (SBNY) Cidara Therapeutics, Inc. (CDTX) Target Corporation (TGT) GSK plc (GSK) Tesla, Inc. (TSLA) JPMorgan Chase (JPM)
Top Social Posts
Top posts by engagements in the last [--] hours
"Keytruda being almost half of $MRK $65B revenue is wild. They have to buy blockbusters asap. Wondering if they are also in the mix for $ABVX. Obefazimod and Tulisokibart could be quite a combo. Would also give Merck the mab + oral options to compete with $ABBV Skyrizi and Rinvoq. $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance is Weak as well EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.6B est.) https://t.co/ab8cJwUOAR $MRK Merck has too much reliance on Keytruda drug and also reported weaker YoY growth FY [----] guidance"
X Link 2026-02-07T16:55Z [----] followers, [----] engagements
"Wait until they start adding visa and outsourcing risk to $QQQ and $DIA stocks. It is coming. All it takes is one or two whistleblowers to show what we all know caused the Verizon AWS and other outages recently. I remember like [--] decades ago when every PM suddenly had to review each CUSIP for asbestos risk and dump any offenders. Today is day [--] of big funds seriously asking about AI risk. The selling is gonna get much worse before we bottom. No sense even thinking about bottom fishing https://t.co/jgblw6vBRL I remember like [--] decades ago when every PM suddenly had to review each CUSIP for"
X Link 2026-02-12T22:33Z [----] followers, [---] engagements
"Someone needs to compete with $ABBV's Skyrizi and Rinvoq. No other company has viable injectable and oral options. $MRK and $LLY could do that with $ABVX Obefazimod. $JNJ could too but they probably don't have the courage to do so"
X Link 2026-02-08T02:10Z [----] followers, [----] engagements
"Are they going to close $ABVX right at $125 to wipe out the call options and set up for the 100% BO premium"
X Link 2026-02-13T17:38Z [----] followers, [----] engagements
"$ABVX now proceed to step [--]. Are they going to close $ABVX right at $125 to wipe out the call options and set up for the 100% BO premium Are they going to close $ABVX right at $125 to wipe out the call options and set up for the 100% BO premium"
X Link 2026-02-13T21:37Z [----] followers, [----] engagements
"@RNAiAnalyst I think it's more likely $SNY has been historically too cheap and too late more often than not"
X Link 2026-02-14T14:51Z [----] followers, [---] engagements
"@ThomasUBarton1 this happened to me w/ $RLYP a few months before they were bought out. Expecting to see hit pieces on $ZIOP any day now"
X Link 2018-11-19T14:25Z [----] followers, [--] engagements
"Besides $AVXS $NVS and ignoring FDA-approval shenanigans is there any other biotech with more compelling/better gene therapy data for an incurable/untreatable disease than $SRPT for DMD and LGMD"
X Link 2019-10-05T22:16Z [----] followers, [--] engagements
"This is the problem with $SGMO and why $AVXS $BOLD $ONCE $AXSM $FATE and others have been more successful"
X Link 2020-01-26T23:28Z [----] followers, [--] engagements
"The expectation is that she will continue to function normally. $AVXS $NVS $SRPT $SGMO $PFE $EDIT $NTLA $FATE $CRSP At $2M Gene Therapy is a bargain to live a normal life and everyone wins. https://madison.com/wsj/news/local/health-med-fit/devastation-then-hope-platteville-baby-first-in-state-treated-for/article_77f9010a-dea9-5779-b11f-aa1c372acbd8.html https://madison.com/wsj/news/local/health-med-fit/devastation-then-hope-platteville-baby-first-in-state-treated-for/article_77f9010a-dea9-5779-b11f-aa1c372acbd8.html"
X Link 2020-02-02T15:33Z [----] followers, [--] engagements
"Agree 100% on this and the likelihood $ABBV was one of the BPs wanting to partner with $FTSV not buy them. Add to that the fact that $IMAB has all the baggage & risk of a Chinese company. $TRIL is a better fit for $BMY $MRK $AZN $LLY etc. $Abbv is the one of the worst BP partners a small bio could have I wouldnt wish Abbvie as a partner on my enemy certainly not for $tril. $Abbv is the one of the worst BP partners a small bio could have I wouldnt wish Abbvie as a partner on my enemy certainly not for $tril"
X Link 2020-09-04T14:12Z [----] followers, [--] engagements
"Reread the $FTSV 14D-9 again. Really wonder who was Party X that offered $4B. So many possibilities but thinking it may have been $SGEN. What other BPs would have offered $1B Cash + $3B in stock Doubt $TRIL is stand-alone for much longer. Who is the $FTSV $GILD 14D-9 Party X & do they want $TRIL $RHHBY $AMGN $LLY $MRK "On February [--] [----] the Company received a non-binding written proposal from Party X . to acquire 100% of the capital stock of the Company for $79.00 per sh." https://t.co/t1ibamhjLG Who is the $FTSV $GILD 14D-9 Party X & do they want $TRIL $RHHBY $AMGN $LLY $MRK "On February"
X Link 2020-09-07T23:46Z [----] followers, [--] engagements
"$AVXS and $FTSV did offerings a few months prior to being acquired while they were in the middle of strategic negotiations. $TRIL and $OSTK (not a bio) have done recent offerings and might also be in strategic negotiations"
X Link 2020-09-10T22:30Z [----] followers, [--] engagements
"@gelantonia @bheafey97 Agree data will speak for $TRIL and job postings likely don't mean anything neither did ATM canceled for technical reasons. After rereading 14D-9s for $FTSV $IMMU & others it's possible $BMY $LLY $GSK $AMGN $RHHBY are looking at unannounced results in a virtual data room"
X Link 2020-09-26T16:34Z [----] followers, [--] engagements
"@alim1 @cowboy_blue1 @EthanLu2015 @gelantonia @SubBasepair_Res Youre right in that $GILD is not great at negotiation. In the case of $FTSV there was another bidder who offered $4B. Whoever that was could now get the likely best two CD47 drugs and a valuable patent with $TRIL"
X Link 2020-10-18T20:40Z [----] followers, [--] engagements
"A few weeks ago @srqstockpicker was just talking about $ARQL / $MRK buyout at ASH last year and how that might apply to $PFE and $TRIL. Link he posted is below. Crazy now $TRIL BOD gets the former ArQule CEO right before ASH. https://www.fiercepharma.com/pharma/not-just-co-development-merck-wants-greater-control-btk-drug-buys-arqule-outright @srqstockpicker I reread the $ARRY $PFE and $ARQL $MRK 14D-9s. Seems like $PFE really drug their feet and ended up paying big bucks years after they started looking at Array. Don't think they can do that with $TRIL because there will be many interested"
X Link 2020-11-12T22:07Z [----] followers, [--] engagements
"@lblegend33 $alxo trading like $ftsv did that Friday before $gild BO"
X Link 2020-11-20T21:12Z [----] followers, [--] engagements
"Watched the $ALXO Jefferies presentation again. I like their potential but theres something off about their CEO. Badmouthing all competitors including $FTSV and not sure I believe this guy. Also interesting he worked at $PFE for [--] years yet Pfizer chose to invest in $TRIL"
X Link 2020-11-23T18:28Z [----] followers, [--] engagements
"Targeting CD47 looks better each day and we are still only talking about cancer (autoimmune CV CNS big potential). Although $GILD bought $FTSV it seems like $BMY $MRK $PFE $RHHBY & others would have been a better fit. Should be good for $TRIL $ALXO $STTK going forward. $TRIL #CD$& #ASH2020 https://t.co/aDcxpezDCE $TRIL #CD$& #ASH2020 https://t.co/aDcxpezDCE"
X Link 2020-11-27T21:42Z [----] followers, [--] engagements
"@srqstockpicker Its kind of funny. From the naysayers initially mono response was not important now mono response is important. I think 18mg/kg is likely the first $TRIL therapeutic dose based on $ALXO 15mg and $FTSV 30mg doses. Without the RBC side effects of either and with mono efficacy"
X Link 2020-12-06T16:38Z [----] followers, [--] engagements
"$FTSV had some volatility too. Still painful day for $TRIL investors. Well funded and bright future. $PFE $BMY $RHHBY $MRK"
X Link 2020-12-07T22:56Z [----] followers, [--] engagements
"$FTSV and $ALXO had to get to 30mg/kg & 15mg/kg respectively to see any therapeutic effect IN COMBO and saw basically nothing in mono. $TRIL has seen mono CR/PRs at much lower doses and just started a similar dose @ 18mg/kg"
X Link 2020-12-13T16:56Z [----] followers, [--] engagements
"$CRIS buyout coming up Giant spike at end of after hours trading. Unique oncology target. Remember seeing this with $FTSV"
X Link 2021-01-29T00:45Z [----] followers, [--] engagements
"$FTSV also had multiple interested bidders including one that offered $4B for FortySeven. $TRIL $PFE $BMY While it's great $TRIL got the former $ARQL CEO on it's board & that may lead to a combo trial w/ $MRK & Keytruda don't forget ArQule had interest from at least ELEVEN different parties in one or more of their drugs. [---] and [---] are the only CD47 drugs showing monotherapy CRs. While it's great $TRIL got the former $ARQL CEO on it's board & that may lead to a combo trial w/ $MRK & Keytruda don't forget ArQule had interest from at least ELEVEN different parties in one or more of their"
X Link 2021-03-09T15:07Z [----] followers, [--] engagements
"$TRIL $47/share buyout for $4.7B on 4/7 Sounds ridiculous right Its only a 125% premium from the December high and they have two CD47 drugs with monotherapy PRs and CRs. Someone bid $4B for $FTSV drug with no mono PRs or CRs. Seen crazier things. $EYES $PAND $GME $TSLA"
X Link 2021-03-10T16:25Z [----] followers, [--] engagements
"@JanEhses I appreciate the background and viewpoints you share on the CD47 space and understand you dont think $TRIL has much compared to others. What do you think explains their CRs and PRs w/ mono when $ALXO $FTSV $IMAB etc have none"
X Link 2021-03-14T13:43Z [----] followers, [--] engagements
"Thanks for mentioning this a few months back. Should be a really good one going forward especially now on NASDAQ. $BUROF $BRCN"
X Link 2021-05-22T00:32Z [----] followers, [--] engagements
"Great $PDSB writeup. Other key points: [--] - they were 0/7 in non-HPV16 patients so it's even more likely this works on HPV16 cancers [--] - Bintafusp alfa & Mg241 are failed $MKGAF Merck KGaA drugs that PDS0101 makes viable now [--] - Merck KGaA BO likely if $MRK doesn't act first $PDSB [--] Thread is based on presented Interim Data @avidresearch (please correct me if any errors). Remember PDS0101 causes induction of tumor-attacking HPV 16-specific T-cells that ➡➡ Tumor reduction. Full enrollment [--] pts and complete enrollment by Q12022. $PDSB [--] Thread is based on presented Interim Data @avidresearch"
X Link 2021-06-09T03:13Z [----] followers, [--] engagements
"$pdsb negative market sentiment vaccine issues shopping an offering after upgrades yesterday or all of the above Who cares. PDS0101 makes failed drugs from $MKGAF work and will likely supercharge $MRK Keytruda. https://www.emdgroup.com/en/expertise/oncology/head-and-neck-cancer.html https://www.emdgroup.com/en/expertise/oncology/head-and-neck-cancer.html"
X Link 2021-06-10T15:04Z [----] followers, [--] engagements
"@PersimmonTI @whitect1 This happened with $RLYP at $20 right before they were bought. Would be nice to see $AUPH bought out for $40"
X Link 2021-11-02T22:56Z [----] followers, [--] engagements
"@SEC_Enforcement you guys might want to look into who bought @PENN put options in the last week or two. Right after you look into that $TSLA $HTZZ deal. @TerrySpitsFire @ThomasUBarton1 @stoolpresidente I get it. Just terrible. I just hate it. I emailed DP and he knows where to find me @TerrySpitsFire @ThomasUBarton1 @stoolpresidente I get it. Just terrible. I just hate it. I emailed DP and he knows where to find me"
X Link 2021-11-05T02:20Z [----] followers, [--] engagements
"#Fintwit is great. When you see smart people who disagree on most things all start to agree on something like $SAVA its one of the best risk/rewards out there. It wont be long before we see $SAVAQ"
X Link 2021-11-17T14:19Z [----] followers, [--] engagements
"This is an excellent writeup on $AUPH with some great blasts from the past. $RLYP $ZSPH"
X Link 2021-12-01T04:00Z [----] followers, [--] engagements
"@EdenRahim I agree and hope so. Went back through old emails and I saw when $RLYP CEO said in December that they did not need any cash then turned around and issued an ATM in December only to be acquired a few months later"
X Link 2021-12-06T04:09Z [----] followers, [--] engagements
"Maybe the $BMY CEO will be a little less smug with this news. Might want to add something decent to the pipeline while he still can. $AUPH $CRIS $KPTI $ONCT $TCON $MREO. And for those hating on KPTI and how toxic it is Revlimid is based on Thalidomide. https://www.fiercepharma.com/pharma/sandoz-launches-generic-revlimid-19-countries-europe-opening-a-flood-competition-for-bms-s https://www.fiercepharma.com/pharma/sandoz-launches-generic-revlimid-19-countries-europe-opening-a-flood-competition-for-bms-s"
X Link 2022-02-19T01:12Z [----] followers, [--] engagements
"Quite the difference. $VYGR $NVS Headline: Voyager Novartis sign deal worth up to $1.7 billion Details: Novartis will pay $54 million upfront"
X Link 2022-03-08T13:54Z [----] followers, [--] engagements
"$NFLX down $100 per share from yesterdays close"
X Link 2022-04-20T13:19Z [----] followers, [--] engagements
"$SNAP down about $12B in market cap after hours"
X Link 2022-05-23T23:03Z [----] followers, [--] engagements
"$PDSB dont understand why $MKGAF doesnt scoop them up. PDS0101 seems to make their worthless two drugs work and $MRK Keytruda combo data seems to confirm it"
X Link 2022-08-08T12:30Z [----] followers, [--] engagements
"Another failed trial of Bintrafusp Alfa How long before $MKKGY buys $PDSB to finally make BA work Not really $PDSB relevant but. Bintrafusp Alfa a Bifunctional Fusion Protein Targeting TGF- and PD-L1 in Patients With Non-Small Cell Lung Cancer Resistant or Refractory to Immune Checkpoint Inhibitors https://t.co/GClIX02JAk Not really $PDSB relevant but. Bintrafusp Alfa a Bifunctional Fusion Protein Targeting TGF- and PD-L1 in Patients With Non-Small Cell Lung Cancer Resistant or Refractory to Immune Checkpoint Inhibitors https://t.co/GClIX02JAk"
X Link 2022-12-27T00:46Z [----] followers, [----] engagements
"$PDSB PDS0101 almost triples overall survival w $MRK Keytruda in hard to treat patients but it shows even better results with $MKKGY drugs as well as with chemoradiation. The NCI liked PDS0101 so much they initiated a mono study based on what they saw. Market cap only $350M"
X Link 2022-12-29T17:13Z [----] followers, 18.6K engagements
"Besides $PDSB PDS0101 making $MKKGY failed immuno cancer drugs work amazingly well improving outcomes in chemoradiation and more than doubling OS with $MRK Keytruda NCI wanted to sponsor a monotherapy trial. But one question I find even more exciting based on the early data is"
X Link 2023-01-02T03:37Z [----] followers, [----] engagements
"Worth watching in [--] minutes. $SIVB $SNBY $SI Will be on Fox Business with @CGasparino at 3:45 est today Will be on Fox Business with @CGasparino at 3:45 est today"
X Link 2023-03-10T20:34Z [----] followers, [---] engagements
"@POTUS How's East Palestine doing How are all the companies and people that rely on $SIVB doing How are people paying their utilities and filling up their gas tanks Glad to see you have your priorities in order. And finally who's running this account"
X Link 2023-03-11T14:46Z [----] followers, [--] engagements
"@AlderLaneEggs on Spotify Should be a great listen. $SBNY $SI $SIVB $MDXG I hope people enjoy this. I hope people enjoy this"
X Link 2023-03-20T23:37Z [----] followers, 19.9K engagements
"With $CS $SI $SBNY $SIVB $FRC and others with big losses on bonds poor risk management and low quality CRE loans about to reset at 2-3X their previous rate we will see many more banks fail. Especially with the dummies in charge of the Fed and Treasury. Distressed debt maven David Tepper is one of the $17bn of AT1 bondholders wiped out after the Swiss govt changed the law to smooth the UBS-Credit Suisse takeover. And he is not happy. Story w/ @BondHack https://t.co/tYFaswDyFE https://t.co/AEbRVet1qg Distressed debt maven David Tepper is one of the $17bn of AT1 bondholders wiped out after the"
X Link 2023-03-23T02:09Z [----] followers, [----] engagements
"What a long strange trip $SBNY has been. Looking forward to seeing this zero out tomorrow. $SBNY should Zero tomorrow https://t.co/X1zlKdeVrV $SBNY should Zero tomorrow https://t.co/X1zlKdeVrV"
X Link 2023-03-27T21:34Z [----] followers, [---] engagements
"@TheMach99 @cashisking_89 @TedStamos @BioWreck2022 AZN AMGN PFE JNJ also potentials. All are at risk from biosimilars and have don't nothing to address their patent cliffs"
X Link 2023-07-28T04:30Z [----] followers, [---] engagements
"$VKTK was under $63 yesterday and closed at $74.31 today. It's still almost $11 under offering price that was 5X oversubscribed. Maybe it's way overpriced or maybe we will wake up to a $150/share buyout one day soon"
X Link 2024-04-26T21:05Z [----] followers, [----] engagements
"@biotech_chris @princetongb True but anti-TNFs IL 17/23 drugs are every 4-8 weeks. They also work better than JAKs. The subq obesity drugs are weekly injections. A $VKTX daily pill that also works better will take major market share from $NVO $LLY. $MRK $JNJ $PFE $NVS and others have to be looking"
X Link 2024-04-28T01:29Z [----] followers, [---] engagements
"@AppleHelix The problem I have with $AMGM and $NVO is both basically said "trust us the results are great but you can't see details or any safety data and BTW we're giving up on oral obesity drugs". Imagine if $VKTX or any other biotech tried that"
X Link 2024-05-04T23:31Z [----] followers, [---] engagements
"@Pharmdca What many are missing is the $VKTK value prop of less side effects over $LLY $NVO. Even with the nasty side effects of Ozempic (and they are TERRIBLE) O is still worth it for most people. If Viking truly has a safer more convenient pill it's worth $20-25B right now"
X Link 2024-05-14T21:04Z [----] followers, [---] engagements
"$TGTX MW: $2 in rev for every $1 expense. Nice mention of $ITCI lol"
X Link 2025-01-14T00:49Z [----] followers, [----] engagements
"@SenMullin @PeteHegseth @DNIGabbard @RobertKennedyJr @Kash_Patel @SenJudiciaryGOP You should make @LeaderJohnThune confirm him before the taxpayer funded trip. The evil is currently unchecked in the FBI/deep state and much can happen in a week. You might want to look up history on Ron Brown. With so many planes falling out of the sky might want to reconsider"
X Link 2025-02-14T04:44Z [----] followers, [--] engagements
"How much will $BLUE be down today on its "buyout" $3 per share for a stock trading at $7 is wild (yes there is a CVR for $6.84 but the stock will still likely be down huge). BLUE accepting the "offer" shows how poorly run biotechs have no leverage. Looking at you $SGMO $PDSB"
X Link 2025-02-21T12:54Z [----] followers, [----] engagements
"@SECGov might want to look into who bought [----] $33 $VKTX FAR OTM calls this morning prior to $PFE "buyout" rumor being floated"
X Link 2025-02-21T20:19Z [----] followers, [---] engagements
"@timburchett @PamBondi Start w/ the client list @PamBondi @Kash_Patel. Release it regardless of who's on it. If it leads to senators/congressmen resigning in disgrace it's a win-win. Do it before these crooks force another catastrophic omnibus pork-filled budget. Is that the reason you are delaying"
X Link 2025-02-25T01:02Z [----] followers, [----] engagements
"$Tgtx earnings call info"
X Link 2025-02-26T13:05Z [----] followers, [---] engagements
"Not sure what $MRK $SNY $JNJ are waiting for. $TGTX has the best MS drug which is far better and safer than $6B per year Ocrevus. TG is cash flow positive already so the Sanofi's Merck's and others can forget their lowball offers. Briumvi is so safe and effective it can be infused in [--] min and the subq version will likely decimate Kesimpta (a $2B/yr drug that was growing but growth has slowed or stopped). Briumvi is also being tested on other diseases that respond to antiCd20s. Big pharma is sitting on tons of cash needs to replace revenue and is facing a huge patent cliff. You can keep"
X Link 2025-03-01T16:12Z [----] followers, 12.9K engagements
"1. 30-60 minute infusion time vs [--] hours. [--]. Lower ARR. [--]. No black box breast cancer warning (most MS patients are women) [--]. Fewer side effects (hence the faster infusion time) [--]. A real SubQ at home every 2-3 months coming soon. Any one of those alone makes $TGTX significantly better. Humira is a much worse drug than Remicade however its convenience factor single-handedly made it a blockbuster. Imagine a Humira that's actually a better drug. That's what Briumvi is. " $TGTX has the best MS drug which is far better and safer than $6B per year Ocrevus." Investing is about a margin of safety."
X Link 2025-03-01T23:12Z [----] followers, [----] engagements
"Hey $SNY $BMY $JNJ $ABBV soon $15B won't be enough for $TGTX. You better get the deal done asap. Not sure what $MRK $SNY $JNJ are waiting for. $TGTX has the best MS drug which is far better and safer than $6B per year Ocrevus. TG is cash flow positive already so the Sanofi's Merck's and others can forget their lowball offers. Briumvi is so safe and effective it can be https://t.co/loqcph9ZUq Not sure what $MRK $SNY $JNJ are waiting for. $TGTX has the best MS drug which is far better and safer than $6B per year Ocrevus. TG is cash flow positive already so the Sanofi's Merck's and others can"
X Link 2025-03-21T21:14Z [----] followers, [----] engagements
"@MSollender $VKTX. Obesity isn't going anywhere and $MRK $JNJ $ABBV $PFE have nothing of value in their obesity pipelines"
X Link 2025-04-12T22:19Z [----] followers, [----] engagements
"Seems still very early on $ABVX. Market cap is too low for the next potential Humira or Remicade in a pill w/ new MOA. If that's true it's worth many multiples of the current price. Obefazimod likely works in many other autoimmune diseases. $JNJ $ABBV $PFE $SNY needs them now. @PCM_bio @physioo On the zero competition note I keep saying - they just dont make them like this anymore. There isnt even a drug with this MOA in the Chinese pipeline. There are no me-toos. For a drug to have produced (arguably based on the balance of efficacy and safety in an oral) @PCM_bio @physioo On the zero"
X Link 2025-08-17T03:51Z [----] followers, [----] engagements
"Humira lifetime sales around $220B and Remicade around $120B. And $ABVX may have a better drug in a pill with far less side effects. So $20B not unrealistic. We might be getting to the $immu x $gild levels of silly takeout valuation for $abvx at $20B and I dont see why not $5B peak sales 4x M&A multiple Garidel make it happen. h/t @jw929204 for making that point. We might be getting to the $immu x $gild levels of silly takeout valuation for $abvx at $20B and I dont see why not $5B peak sales 4x M&A multiple Garidel make it happen. h/t @jw929204 for making that point"
X Link 2025-10-10T11:42Z [----] followers, [----] engagements
"@greg16676935420 Also can't spell biotech without biotch. $xbi"
X Link 2025-10-11T11:56Z [----] followers, [---] engagements
"@Maximus_Holla Yet. You can't prove it yet. $ABVX buyout is on deck in the next [--] months"
X Link 2025-10-11T12:10Z [----] followers, [---] engagements
"@WokeCapital Did they not do any background checks at all Might be a good time to short $SLB. Probably not the only bad business decision they've made recently"
X Link 2025-10-12T02:48Z [----] followers, [----] engagements
"Why I think $JNJ will buy $ABVX. JNJ is lagging far behind $ABBV and hasn't replaced Remicade revenue. Outside chance Abbvie buys them too. They would own the market even more than they do now. Imagine being able to combine Obefazimod with these drugs"
X Link 2025-10-13T23:25Z [----] followers, [----] engagements
"$JNJ has a real problem. And $ABVX has the solution. Better use what's left of that Stelara money to get the next skyrizi and rinvoq in a safer pill version. @A_May_MD @Biohazard3737 AND stillllll $abvx is the next $abvx of the world. @A_May_MD @Biohazard3737 AND stillllll $abvx is the next $abvx of the world"
X Link 2025-10-19T03:53Z [----] followers, [----] engagements
"Added Tremfya. Growth is minimal and not enough to make up for lost Remicade revenue let alone Stelara revenue being lost to biosimilars. Tremfya isn't used much outside of Psoriasis/PsA. The IL23s could potentially benefit in combo with $ABVX obe for other diseases. $JNJ $ABBV @wyv_123 youre missing tremfya in your bar graph. $jnj is not buying $abvx @wyv_123 youre missing tremfya in your bar graph. $jnj is not buying $abvx"
X Link 2025-10-19T17:18Z [----] followers, [----] engagements
"$XBI investors this weekend. Just found out about Monkey Bar Kicking Fights. and it's a masterpiece https://t.co/KQLT0oqDtT Just found out about Monkey Bar Kicking Fights. and it's a masterpiece https://t.co/KQLT0oqDtT"
X Link 2025-10-20T04:09Z [----] followers, [---] engagements
"Serious question for @Accenture Why did you lock your @X account with over 500k followers Competitors have theirs open. Something happen this week @NBCNews @ABC @CBSNews @CNN @OKeefeMedia @JamesOKeefeIII"
X Link 2025-10-24T19:53Z [----] followers, [---] engagements
"@Se19edy $RNA did a $600M offering [--] days ago. This will be a $10B deal if it happens. Hopefully that will get the other BPs who've been scared to do a big deal to finally start doing them. There are half a dozen or more sitting out there that BP needs asap. $TGTX $ABVX $NKTR"
X Link 2025-10-26T15:25Z [----] followers, [----] engagements
"Big pharma is making it up as they go along. They say they want small bolt-on deals and they aren't going to overpay then drop $12B on $RNA. Happy for $RNA and seeing $NVS give up some buyback cash for M&A. Hope we see many more. BP desperately needs new revenue streams. Damn GGs $rna longs I had my doubts. $70 is a pretty good price too. $xbi 1st of many till JPM https://t.co/aXTFzSVnFu Damn GGs $rna longs I had my doubts. $70 is a pretty good price too. $xbi 1st of many till JPM https://t.co/aXTFzSVnFu"
X Link 2025-10-26T22:09Z [----] followers, [----] engagements
"@realmattforney Blink twice if you are being made to do this against your will to try to hold onto your job"
X Link 2025-11-03T00:15Z [----] followers, 13.4K engagements
"Just wait until $LLY's Retatrutide is approved. Beyond weight loss studies showed additional health benefits including: Significant reductions in total body fat mass while preserving lean muscle mass. Improvements in blood pressure and lipid levels. Significant reduction in liver fat in patients with metabolic dysfunction-associated steatotic liver disease (fatty liver disease)"
X Link 2025-11-03T02:56Z [----] followers, [---] engagements
"$TGTX Q3 call details. $TGTX 🦉 TG Therapeutics schedules Q3 [----] earnings call for Nov. [--] at 8:30 AM ET to review results and outlook led by CEO Michael S. Weiss. #pressrelease https://t.co/aDZp7E9OAf $TGTX 🦉 TG Therapeutics schedules Q3 [----] earnings call for Nov. [--] at 8:30 AM ET to review results and outlook led by CEO Michael S. Weiss. #pressrelease https://t.co/aDZp7E9OAf"
X Link 2025-11-03T04:38Z [----] followers, [---] engagements
"@MikeBenzCyber @MustangGirl3 I've been wondering who was funding Mamdani and Sliwa. Sliwa staying in the race probably kept many Coumo people home because it was futile"
X Link 2025-11-05T04:06Z [----] followers, [---] engagements
"@A_May_MD $NTLA is like $SGMO but with more clinical holds. GL to anyone holding either long term"
X Link 2025-11-07T14:15Z [----] followers, [----] engagements
"And the $PFE CEO was complaining that $VKTX was too expensive and not worth $10B while bragging about danuglipron (which Pfizer ended up discontinuing). Now he buys much less mature assets for more than $10B with $MTSR. @ASchulz888 @MeadowCapital $VKTX $PFE $NVO Not far fetched. Bottom line Bourlas FOMO paid a kings ransom for stage [--] Hopism. Approximately 60% to 70% of all drugs fail to get to stage [--] and you can add another 10% for obesity. He is several years if ever to get across the finish line and early https://t.co/9YHnXtX23F @ASchulz888 @MeadowCapital $VKTX $PFE $NVO Not far fetched."
X Link 2025-11-09T14:43Z [----] followers, [---] engagements
"@JohnCornyn where are you at and why aren't you front and center in the senate right now"
X Link 2025-11-10T03:03Z [----] followers, [--] engagements
"@Pharmdca The won the VA and NJ governor races at great cost to the American people"
X Link 2025-11-10T13:19Z [----] followers, [---] engagements
"@BretWeinstein @dances_fish Absolutely will not address that actual threat. Would rather focus on unnecessary wars number of genders pronouns climate change men in women's sports and spaces releasing repeat criminals to commit more crimes [--] year mortgages [--] year car loans etc"
X Link 2025-11-12T01:58Z [----] followers, [---] engagements
"@RepThomasMassie @FBIDirectorKash It's not just the J6 pipe bomber they are covering up. Epstein Butler PA Las Vegas Nashville New Orleans Charlie Kirk the list is long"
X Link 2025-11-12T02:59Z [----] followers, [---] engagements
"@RichardHanania Is there any example of a Wipro Infosys HCL Tata or Cognizant success story Where the parasitic host company actually improved its product or built something new or groundbreaking using their employees I have never seen one but I have seen many companies they destroyed"
X Link 2025-11-14T12:18Z [----] followers, [---] engagements
"@DataRepublican Of course they start in Utah where many people are extremely compliant"
X Link 2025-11-14T19:08Z [----] followers, [--] engagements
"Good points. Question I have been wondering is: Can both of the following be true [--]. $LLY is dominating with Tirzepatide. Retatrutide will blow those results away once approved (look into how it's helping people now and be amazed). [--]. $VKTX has the next best obesity drugs needed by half a dozen BPs or more with zero obesity drugs in their pipeline. Clear dataset highlights that deeper wt loss is what actually leads to most health benefits This is why we see companies that are developing very potent GLP1 class drugs promote this correlation between depth of wt loss and health outcomes ( as"
X Link 2025-11-17T04:00Z [----] followers, [----] engagements
"@wallstengine @trader1x Google Microsoft Amazon and Meta"
X Link 2025-11-19T23:13Z [----] followers, 16.2K engagements
"He's doing the stupid Trump "negotiation" strategy of spouting nonsense while ignoring the IT/Tech visa elephant in the room. If you really need to bring in a few O1s to make chips show some proof. Regardless get rid of the millions of entry level H1-Bs OPTs H4-EAD who stole jobs from US Citizens. @POTUS"
X Link 2025-11-20T02:30Z [----] followers, [---] engagements
"It's probably nothing. $PLTR $PLTR Co-founder and CEO Alex Karp filed to sell [------] shares for $95931810 ($163.99/share): https://t.co/a5cofnnKbN https://t.co/ktMZF7AhZA $PLTR Co-founder and CEO Alex Karp filed to sell [------] shares for $95931810 ($163.99/share): https://t.co/a5cofnnKbN https://t.co/ktMZF7AhZA"
X Link 2025-11-21T03:51Z [----] followers, [---] engagements
"@houndcl Agree. $LLY has money to burn. $JNJ also possible $ABVX suitor because they are getting smoked by $ABBV"
X Link 2025-11-21T03:58Z [----] followers, [---] engagements
"Looking forward to one of these for $ABVX. Maybe around the same price per share. Good morning $mrk is set to pay $cdtx investors $221.50 a share in cash implying a total transaction value of $9.2bn the people said. Two Two One Point Five. Good morning $mrk is set to pay $cdtx investors $221.50 a share in cash implying a total transaction value of $9.2bn the people said. Two Two One Point Five"
X Link 2025-11-21T04:29Z [----] followers, [---] engagements
"@A_May_MD Probably will be some biotech CEOs in the running for that award. $SGMO $SRPT $NTLA"
X Link 2025-11-22T05:21Z [----] followers, [---] engagements
"Great work @unemon1. I got the same results while watching in the console with fake emails from $ABVX $LLY $PFE. Seems to confirm Abivax has an active virtual data room environment. Would be interesting if this information getting out expedites a deal. $ABVX . @UNEMON1 just established they are in negotiations . how much better could it be @AlderLaneEggs @AIMhonesty @FriendlyBearSA @CitronResearch https://t.co/LA2IzSEYKS $ABVX . @UNEMON1 just established they are in negotiations . how much better could it be @AlderLaneEggs @AIMhonesty @FriendlyBearSA @CitronResearch https://t.co/LA2IzSEYKS"
X Link 2025-11-22T15:54Z [----] followers, 15.5K engagements
"@ShortShitStocks Been thinking the same for a while. New MoA biologic efficacy in a pill without the side effects works upstream of current therapies on multiple targets. Only UC drug whose efficacy appears to get better over time and could require less drug. $ABVX goes for $250 is my guess"
X Link 2025-11-23T04:11Z [----] followers, [----] engagements
"@DueDoctor Cash/stock deal from $LLY. $150 cash plus one share of LLY for every [--] shares of $ABVX. Holders can defer some taxes and then ride the Retatrutide rocket next year. Then $SNY comes over the top for $300 and a Betaville rumor turns out to be right for once"
X Link 2025-11-23T20:05Z [----] followers, [----] engagements
"@DueDoctor I don't disagree with you on Betaville. They are almost always wrong. Would be ironic if they finally got one right with $ABVX. I'm also fine to wait for maintenance data since Abivax has the most promising UC drug we've seen in 20+ years and it likely works for other diseases"
X Link 2025-11-23T20:28Z [----] followers, [---] engagements
"For anyone who wants to see the likely proof $ABVX has an open virtual data room here are the simple instructions. It takes less than [--] minute to see it yourself. Do this in the browser vs downloading the app. https://claude.ai/public/artifacts/cbc50931-a9cd-42db-9ca8-fc09bf4ee51e Great work @unemon1. I got the same results while watching in the console with fake emails from $ABVX $LLY $PFE. Seems to confirm Abivax has an active virtual data room environment. Would be interesting if this information getting out expedites a deal. https://t.co/R0wh9Eno1N"
X Link 2025-11-23T20:58Z [----] followers, [---] engagements
"@unemon1 Also this. Zero job openings at $ABVX"
X Link 2025-11-23T21:18Z [----] followers, [----] engagements
"@biomannn Exactly. And $ABVX has a good chance to be SoC in CD. Possibly RA and others"
X Link 2025-11-23T22:21Z [----] followers, [---] engagements
"After years of getting wrecked with $XBI stock "tax loss selling" it would be great if we are seeing the opposite here with $ABVX $NKTR and others. People sitting on huge gains and wanting to wait until January to sell. Either that or there really are buyouts brewing. Sticking to the day [--] strategy of buying at all time highs. See the flippers are out. Funds know the true value so [------------] and so on its all the same to them. Obviously and any given point there will be many different stakeholders with different goals but at ATHs in Sticking to the day [--] strategy of buying at all time"
X Link 2025-11-25T21:36Z [----] followers, [----] engagements
"Would be nice to see a top [--] list of publicly traded visa and outsourcing abusers. $COF $JPM $BAC come to mind along with the tech and other companies who had major failures and data leaks after significant outsourcing. There's also a serious national security risk. Shareholders should start asking questions at annual meetings about cost savings vs fraud kickback schemes PHI/PII exposure and lost jobs. Activist investors could force disclosure and pressure them to stop"
X Link 2025-11-26T03:46Z [----] followers, [---] engagements
"@BundaBoy123 @mattforney Exposing the risk and damage done with visa fraud at $COF $BAC $JPM $C $AMZN $MSFT etc annual meetings could be one way to stop it. Just need an activist investor or stock shorting legend to drill down into the details. @AlderLaneEggs would be ideal"
X Link 2025-11-26T17:40Z [----] followers, [--] engagements
"@BillAckman @Tim_Walz It was by design and they almost got away with it"
X Link 2025-12-01T00:47Z [----] followers, [---] engagements
"@DHSgov You sure If so that's great news for STEM grads and IT professionals"
X Link 2025-12-02T04:38Z [----] followers, [---] engagements
"@SnupSnus @A_May_MD $ABBV IBD revenue is about 4x that of $TAK"
X Link 2025-12-03T23:13Z [----] followers, [---] engagements
"@A_May_MD really dismantles the nonsense spewed by $ABBV about $ABVX. If you want to see why they're concerned look at the revenue here You can also get a good idea who else might be interested. And this is before trying to assign a combo value. On the UC data alone you could justify $15B+ right now. Add in other diseases and combo potential and possible $LLY interest and the numbers get crazy. https://claude.ai/public/artifacts/343b3db4-3dee-4b12-b204-c31131c946ff#no_universal_links https://claude.ai/public/artifacts/343b3db4-3dee-4b12-b204-c31131c946ff#no_universal_links Actually laughed"
X Link 2025-12-05T00:21Z [----] followers, [----] engagements
"I had Claude estimate the value of $ABVX based on $CDTX 14D-9 released today. Will be interesting to see if any of this turns out to be accurate. Could see the base case happening after reading that CDTX doc. https://claude.ai/public/artifacts/f5095c81-af1d-4180-989d-25a66dbfd0ab https://claude.ai/public/artifacts/f5095c81-af1d-4180-989d-25a66dbfd0ab"
X Link 2025-12-06T05:50Z [----] followers, 17.5K engagements
"Not sure if this is an anomaly but Missouri searching for $ABVX seems odd. $PFE is the only BP there that might make sense. Would be surprised if they did another large deal so soon but they are desperate. @seedy19tron mentioned there are big deals about to pop. Who knows"
X Link 2025-12-06T16:08Z [----] followers, 15.9K engagements
"@jonwestbay @realEstateTrent Same experience except it was downtown San Diego. After [--] hours I took a cab to La Jolla and got medical attention immediately"
X Link 2025-12-06T22:52Z [----] followers, [--] engagements
"@DueDoctor And $20B is the new $10B. $ABVX"
X Link 2025-12-07T06:01Z [----] followers, [---] engagements
"Wonder if this is the reason for the $ABVX call option buying frenzy last week. Should be a good listen tomorrow. https://smartlink.ausha.co/pharma-minds/preview https://smartlink.ausha.co/pharma-minds/preview"
X Link 2025-12-08T01:04Z [----] followers, [----] engagements
"@weifeng799066 @WallStSai Lowballing is $SNY's MO but it won't work with $ABVX"
X Link 2025-12-08T22:56Z [----] followers, [---] engagements
"@cp_option Market leader ABBV probably wouldn't pass regulatory hurdles and would not want to cannibalize their Rinvoq business. I'd replace ABBV with JNJ in your list add AZN and AMGN and you have a great list of interested parties"
X Link 2025-12-09T01:23Z [----] followers, [--] engagements
"@captive_dreamer @MaryX56 STEM research and breakthroughs too. Decades of bad policy and visa fraud have consequences as @BretWeinstein so often explains"
X Link 2025-12-09T02:58Z [----] followers, [----] engagements
"@Taintslapp12283 Haha. I probably just jinxed the buyout"
X Link 2025-12-09T17:34Z [----] followers, [--] engagements
"Huge if true. Been wondering why $LLY stock was down the last few days. With Omvoh and $ABVX Obefazimod they could really put a hurt on $ABBV and give patients another great option. Biggest breaking news of the evening: Independently verified and confirmed exact timings and flight log details coming through any second. One $lly jet landed in Paris early morning on Dec 9th. $abvx Dave Ricks x Marc De Garidel Biggest breaking news of the evening: Independently verified and confirmed exact timings and flight log details coming through any second. One $lly jet landed in Paris early morning on Dec"
X Link 2025-12-10T03:01Z [----] followers, [----] engagements
"Interesting. $LLY building a new plant in the US to manufacture small molecule drugs. $ABVX"
X Link 2025-12-10T10:16Z [----] followers, [----] engagements
"@RNAiAnalyst $CYTK CEO had a terrible case of GoItAlone-itis that he's never recovered from. PG at $AUPH also suffers from that ailment as does Sandy M at $SGMO. Marc at $ABVX is immune to that nonsense"
X Link 2025-12-10T16:08Z [----] followers, [----] engagements
"💯 as do you @A_May_MD and everyone else trying to help the average joe succeed in what's been an brutal biotech environment until recently. And the negativity endured in doing so is not trivial. I am all for people providing rational debate and personally thankful to you two for info shared on $VKTX. I moved those $ to $ABVX a while ago because of that and my own DD of course. @smithy05261244 deserves a follow for his DD on this name lets see if $abvx makes it to their earnings release on Monday as an independent entity. @smithy05261244 deserves a follow for his DD on this name lets see if"
X Link 2025-12-11T17:25Z [----] followers, [----] engagements
"Exactly like $VKTX & $AUPH except they have the best data ever seen a novel MOA in IBD in pill form with almost zero side effects where side effects of current multi-billion $ drugs have black box warnings and a motivated experienced CEO with a proven track record in M&A. $ABVX $ABVX Biotwit is going full retard mode on this one - as if we are in the 80s a la Gordon Gekko spotting planes and forming a investment thesis Smells much like $VKTX and $AUPH $ABVX Biotwit is going full retard mode on this one - as if we are in the 80s a la Gordon Gekko spotting planes and forming a investment thesis"
X Link 2025-12-13T17:50Z [----] followers, [--] engagements
"Exactly like $VKTX & $AUPH except they have the best UC data ever a novel MOA in IBD in pill form with almost zero side effects where side effects of current multi-billion $ drugs have black box warnings and a motivated experienced CEO with a proven track record in M&A. $ABVX $ABVX Biotwit is going full retard mode on this one - as if we are in the 80s a la Gordon Gekko spotting planes and forming a investment thesis Smells much like $VKTX and $AUPH $ABVX Biotwit is going full retard mode on this one - as if we are in the 80s a la Gordon Gekko spotting planes and forming a investment thesis"
X Link 2025-12-13T17:52Z [----] followers, [----] engagements
"@JialiangLiang @PCM_bio Seems like they could pull it off if they wanted to. Also think JNJ just as likely and outside chance of TAK who needs one badly. Will take some time regardless. Wish someone could explain who wasted $10M on OTM options expiring Friday and why. Don't understand that at all"
X Link 2025-12-17T00:18Z [----] followers, [--] engagements
"Interesting. Marc looks tired and he appears to be in Paris. First time I have seen him wear glasses. Also mentions something in Jan before JPM that sounded like expanding the use case for Obefazimod. Couldn't make out the last part. $ABVX ICYMI $ABVX CEO Marc had an interview with CNBC this morning candidly admit: "We are always in conversation with Big Pharma." He didn't deny the rumors and put the pressure on buyers: "We dont control what the BPs will do (the price they bid IMO)." https://t.co/f0nvjaJc6N https://t.co/CmlR9fAxYw ICYMI $ABVX CEO Marc had an interview with CNBC this morning"
X Link 2025-12-17T04:26Z [----] followers, 20.8K engagements
"Hilarious. The most ever for a single drug at an ECCO conference. And depending on which AI you ask $ABVX has either the most or 2nd/3rd most total presentations at an ECCO conference. Only $ABBV may have had more when they were pushing Rinvoq and Skyrizi at the same time. Haha $ABVX is presenting [--] (yes 22) abstracts at ECCO. Flooding the conference with data 😅 Interestingly the highest profile one of the [--] (the only in-person oral presentation and being given in the plenary hall) isn't any of their breakthrough clinical data in Haha $ABVX is presenting [--] (yes 22) abstracts at ECCO."
X Link 2025-12-17T22:41Z [----] followers, [----] engagements
"With [--] abstracts at ECCO (more than Rinvoq or Skyrizi ever had) Obefazimod likely being used earlier than JAKs and biologics and with anti-fibrotic properties I think @seedy19tron is going to need to update this price sheet for $ABVX. $LLY you've got the cash make it happen. $ABVX Valuation (Revised Share Count) Fully Diluted Share Count: [--------] [----] YE Cash: [---------] *I missed some of the comp shares https://t.co/nGx4HPakzi $ABVX Valuation (Revised Share Count) Fully Diluted Share Count: [--------] [----] YE Cash: [---------] *I missed some of the comp shares https://t.co/nGx4HPakzi"
X Link 2025-12-19T00:57Z [----] followers, [----] engagements
"If only there were signs. PG&E promoted the COO who oversaw tranformers. Now he's going to be CEO and San Francisco is in their 3rd day of blackouts right before Christmas. Good job guys. @CAgovernor @PGE4Me California Faces Fuel Disaster As Refineries And Gas Stations Shut Down https://t.co/Lv8lIOq8Ic California Faces Fuel Disaster As Refineries And Gas Stations Shut Down https://t.co/Lv8lIOq8Ic"
X Link 2025-12-21T23:16Z [----] followers, [---] engagements
"Here comes Seedy Claus Here comes Seedy Claus Right down Abivax Lane $ABVX $LLY French newspaper with some breaking news this morning $abvx US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the General Directorate of the Treasury in early December. The meeting was intended to subject a https://t.co/6oCy2kp0Gu French newspaper with some breaking news this morning $abvx US Giant Eli Lilly Courts Bercy in Move to Acquire Biotech Firm Abivax A delegation from the pharmaceutical group visited the General Directorate of the"
X Link 2025-12-22T10:36Z [----] followers, [----] engagements
"@PickingMyOwn Likely same people who loaded the January $ABVX calls last week. Throwing away $5-10M on calls a few months in a row knowing a $LLY buyout is coming would explain a lot. Definitely wasn't retail buying most of those calls"
X Link 2025-12-22T11:07Z [----] followers, [---] engagements
"Probably still applies today if $ABVX only up $10-15. $ABVX the last few months. https://t.co/5yw2BKlmdP $ABVX the last few months. https://t.co/5yw2BKlmdP"
X Link 2025-12-22T11:16Z [----] followers, [----] engagements
"Bags filled with cash. $ABVX @JOEYNEWSGUY $ABVX more bags will be made this morning @JOEYNEWSGUY $ABVX more bags will be made this morning"
X Link 2025-12-22T12:51Z [----] followers, [----] engagements
"$ABVX pork guy:"
X Link 2025-12-22T13:09Z [----] followers, [----] engagements
"@A_May_MD And they added Dec $190s and $200s with only a week to go. No one would buy those unless they were looking for $250-300. $ABVX"
X Link 2025-12-22T13:19Z [----] followers, [----] engagements
"Not sure if $SNY could pull this off but $LLY easily could. $ABVX @DueDoctor Cash/stock deal from $LLY. $150 cash plus one share of LLY for every [--] shares of $ABVX. Holders can defer some taxes and then ride the Retatrutide rocket next year. Then $SNY comes over the top for $300 and a Betaville rumor turns out to be right for once. @DueDoctor Cash/stock deal from $LLY. $150 cash plus one share of LLY for every [--] shares of $ABVX. Holders can defer some taxes and then ride the Retatrutide rocket next year. Then $SNY comes over the top for $300 and a Betaville rumor turns out to be right for"
X Link 2025-12-22T13:26Z [----] followers, [----] engagements
"$ABVX was this exactly. Charlie Munger: "I have a pile on my desk that solves most of my problems. It's called the Too Hard Pile. And I just keep shifting things to the Too Hard Pile." "Every once in a while an easy decision comes along and I make it. That's my system. Everything goes to the Too Hard https://t.co/UTRmnl5ht2 Charlie Munger: "I have a pile on my desk that solves most of my problems. It's called the Too Hard Pile. And I just keep shifting things to the Too Hard Pile." "Every once in a while an easy decision comes along and I make it. That's my system. Everything goes to the Too"
X Link 2025-12-22T13:35Z [----] followers, [----] engagements
"@norriharb @seedy19tron Probably the ones that acted on inside information the last few weeks now sitting on their hands since it's "public" now"
X Link 2025-12-22T15:02Z [----] followers, [--] engagements
"@jayabacus Exactly. I never posted this but Kinam Hong MD and Sofinnova were instrumental in all of this. Good timeline here on their involvement and history with $ABVX. https://claude.ai/public/artifacts/56560c31-6260-40be-b62d-265dceec884f https://claude.ai/public/artifacts/56560c31-6260-40be-b62d-265dceec884f"
X Link 2025-12-22T15:50Z [----] followers, [---] engagements
"💯 Also: [--]. Still not a single job opening at $ABVX when they need to hire a couple hundred yesterday [--]. Still active intralinks deal portal (see screenshots) [--]. CEO [--] for [--] on previous buyouts management full of execs with successful exits [--]. $250+ IMO I dont want to but I will address the $abvx waffle all over X about french habits La Letter credibility upside case French govt rejection chances and timeline French habits: I disagree with all the negative commentary about the French. Are you forgetting Obe a French I dont want to but I will address the $abvx waffle all over X about french"
X Link 2025-12-22T19:32Z [----] followers, [----] engagements
"@smithy05261244 $ABVX has been the crown jewel of Euronext (and Nasdaq) this year and they need the US market regardless of buyer. Unlikely France is going to ruin that especially if $LLY comes in with big $. Also no way a 50% premium gets it done probably going to take mid-200s or higher"
X Link 2025-12-23T04:03Z [----] followers, [---] engagements
""And MdG is the 🐐 of selling biotechs so all you have to do is wait" $ABVX Update: ICYMI - in an interview yesterday to BFM Bourse a very reputable news source in France a spokesperson for the Economic Ministry acknowledged the existence of the $abvx situation and verifications were in progress when questioned about the La Letter piece re $lly Update: ICYMI - in an interview yesterday to BFM Bourse a very reputable news source in France a spokesperson for the Economic Ministry acknowledged the existence of the $abvx situation and verifications were in progress when questioned about the La"
X Link 2025-12-23T12:43Z [----] followers, [----] engagements
"@TheBenStadler @seedy19tron See SeedyTX $CDTX"
X Link 2025-12-23T17:04Z [----] followers, [---] engagements
"$ABVX now has $210 call options as of today. Probably going to need to add 220-250s soon. Pourquoi la petite biotech franaise Abivax intresse-t-elle tant le gant amricain Eli Lilly https://t.co/K0FXUHGSKz Pourquoi la petite biotech franaise Abivax intresse-t-elle tant le gant amricain Eli Lilly https://t.co/K0FXUHGSKz"
X Link 2025-12-24T14:58Z [----] followers, [----] engagements
"@bradloncar @mjd5388 @BiotechTV Speaking of risks: [--]. The French Government / EU Bureaucracy / US-EU tensions [--]. MFN [--]. Trump admin and drug pricing [--]. ACA premium subsidy disaster"
X Link 2025-12-26T21:20Z [----] followers, [---] engagements
"@bradloncar @mjd5388 @BiotechTV [--]. The fraud $JPM and others committed with paper $SLV / $GLD taking down the entire stock market and the $USD. Wish I was kidding about this one"
X Link 2025-12-26T21:27Z [----] followers, [---] engagements
"Can't wait for the [----] UN Security Council Somali man is very angry that Somalis are getting exposed for their fraud schemes: If you beef one Somali you beef every Somali. If theres one thing about Somalis they are going to ride out for their Somali brothers and sisters. They are going to crash out. They dont do https://t.co/GR0LffFv95 Somali man is very angry that Somalis are getting exposed for their fraud schemes: If you beef one Somali you beef every Somali. If theres one thing about Somalis they are going to ride out for their Somali brothers and sisters. They are going to crash out."
X Link 2025-12-28T00:10Z [----] followers, [---] engagements
"$ABVX $150+ all time high pre-market. It's probably nothing"
X Link 2025-12-29T11:35Z [----] followers, [----] engagements
"$ABVX per Opus 4.5: "Disease modification beyond anti-inflammatory activity" "Clinical Evidence Suggests Effects Beyond Inflammation Control" My guess is $LLY needs to pay $275-300 share in the next month or be prepared to pay a lot more later. https://claude.ai/public/artifacts/70c1312b-fbf6-400e-b953-a102efbe88e8 https://claude.ai/public/artifacts/70c1312b-fbf6-400e-b953-a102efbe88e8"
X Link 2025-12-29T14:23Z [----] followers, [----] engagements
"@SpeakerJohnson Imagine if you had not taken off months of vacation. You did nothing for election integrity or to reduce fraud or wasteful spending. You wouldn't hold votes and wasted time on stupid resolutions instead. Not a strong year and you probably already lost the midterms"
X Link 2025-12-30T02:07Z [----] followers, [--] engagements
"I agree. It is also suspect that AF crawls out of his hole on one of the lowest volume days of the year to post a week old article from LinkedIn on $ABVX. I'll stick w/ @A_May_MD @seedy19tron @JoseRestonVA @JPZaragoza1 @sleepydragon01 the data & my own research thank you. @adamfeuerstein I wouldnt classify it as such. The assertion is that M&A discussions couldnt be ongoing right now because MDG a biotech CEO with experience selling [--] other companies and currently the CEO of the most likely buyout candidate of [----] couldnt talk about M&A if it was @adamfeuerstein I wouldnt classify it as"
X Link 2025-12-30T17:48Z [----] followers, [----] engagements
"In addition to the market expansion comment due in Jan Feb has [--] ECCO abstracts on Obefazimod. To get an idea of the number of abstracts other blockbusters have had I made this dashboard. TNFa numbers may be off regardless $ABVX is in good company. https://claude.ai/public/artifacts/9635ae0e-b313-4884-8c63-80dc353c55e9 One of the important things (deal imminent or not) is precisely this: the market research presentation in early Jan. $ABVX https://claude.ai/public/artifacts/9635ae0e-b313-4884-8c63-80dc353c55e9 One of the important things (deal imminent or not) is precisely this: the market"
X Link 2025-12-30T18:15Z [----] followers, [---] engagements
"@Taintslapp12283 @JackMan724444 I think you spelled Adam Feuerstein wrongs"
X Link 2025-12-30T18:19Z [----] followers, [---] engagements
""Minnesota naive" "Minnesota NGMI" Good grief https://t.co/a9tzxaj9uQ Good grief https://t.co/a9tzxaj9uQ"
X Link 2025-12-30T23:39Z [----] followers, [---] engagements
"@Tim_Walz Blaming Trump for fraud that was going on under your watch for years. It's not going to work anymore"
X Link 2025-12-31T02:36Z [----] followers, [--] engagements
"@WhitneyWReports Good thing it was only [---] violations in [--] years. I'm sure everything else is legit including attendance records and invoices. A real reporter would get those things. Maybe check with @nickshirleyy and David"
X Link 2026-01-01T23:15Z [----] followers, [---] engagements
"@WhitneyWReports Please keep reporting on the "Learing" Center. It's totally legit"
X Link 2026-01-01T23:17Z [----] followers, [---] engagements
"Definitely will check this out 1/6. During Covid I applied to so many jobs using Workday and never even got a call despite being a perfect fit. I noticed a pattern and just starting skipping any applications using it. Amazing what has come out since regarding WD and visa fraud (and how they will likely be proven to be linked). I mean you knew it was there but no one had any idea of the magnitude. https://twitter.com/i/web/status/2007563846735831528 https://twitter.com/i/web/status/2007563846735831528"
X Link 2026-01-03T21:24Z [----] followers, [---] engagements
"Seeing a lot of understandable disagreement over the price $LLY $SNY $AZN and others might pay for $ABVX. We all have our own opinions but who really knows If Obefazimod can become SOC / 1L in UC and CD and actually does work better over time with less drug and has anti-fibrotic properties it should do 8-10B+ in peak sales pretty easily. The question is if someone wants to pay $20B now or wait until there's more data. The current IBD drugs generating about $25B in annual revenue all have terrible side effects and injections/infusions are a hassle. If given the option my guess is nearly"
X Link 2026-01-05T03:49Z [----] followers, [----] engagements
"$LLY playing 4D chess by spending $1B on early stage small molecule $VTVX to try and save 3-5X that amount on the price they pay for $ABVX"
X Link 2026-01-06T22:45Z [----] followers, [----] engagements
"lol $RVMD. HUGE @WSJ M&A SCOOP: AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines. $ABBV $RVMD https://t.co/HtI1PaRgox HUGE @WSJ M&A SCOOP: AbbVie is in advanced talks to buy cancer-drug biotech Revolution Medicines. $ABBV $RVMD https://t.co/HtI1PaRgox"
X Link 2026-01-07T21:47Z [----] followers, [---] engagements
"@FT @WSJ @mroliverbarnes $RVMD $MRK Dont mess with $mrk pow pow pow $rvmd Okay so $abbv now that youve lost the bidding war where does the $20B go Dont mess with $mrk pow pow pow $rvmd Okay so $abbv now that youve lost the bidding war where does the $20B go"
X Link 2026-01-08T21:32Z [----] followers, [----] engagements
"$RVMD $ABVX comparison. Interesting Revolution is likely going to be the most expensive pre-revenue biotech acquisition. For now anyway"
X Link 2026-01-09T03:49Z [----] followers, [----] engagements
"Would be nice if Claude got the price right too. Thinking $17.5B USD is the opening bid not the final. The share count estimate was about 2% off here which would be $226-277 for the base case. $ABVX $LLY I had Claude estimate the value of $ABVX based on $CDTX 14D-9 released today. Will be interesting to see if any of this turns out to be accurate. Could see the base case happening after reading that CDTX doc. https://t.co/idAN0CIq8d I had Claude estimate the value of $ABVX based on $CDTX 14D-9 released today. Will be interesting to see if any of this turns out to be accurate. Could see the"
X Link 2026-01-12T08:44Z [----] followers, [----] engagements
"@BiotechTV @diogorau $LLY needs to use those AI models to predict how much $ABVX will cost next month next quarter and beyond when Obefazimod is SOC for IBD. Or they can go ahead and make the deal now. Either is fine with me. Although they may not be available much longer"
X Link 2026-01-14T02:30Z [----] followers, [---] engagements
"@StateDept You left off the county committing the most fraud but this is a good start"
X Link 2026-01-15T02:50Z [----] followers, [---] engagements
"@VerizonNews Somehow you thought it was a good idea to send this spam sales text when your [---] and voice service was down. You'll need to give 2-3 months of free service or "some" people will switch to better providers like @TMobile"
X Link 2026-01-15T04:48Z [----] followers, [---] engagements
"All the doom and gloom on $ABVX doesn't change the data or that $LLY $JNJ $AZN etc are facing a massive patent cliff. Obefazimod has the most ever abstracts for a single drug in the last [--] years at the top annual IBD conference worldwide. Look at the next [--] and their revenue"
X Link 2026-01-16T03:08Z [----] followers, [----] engagements
"@LaminarRed Holding a stock solely for a buyout almost always ends poorly. Especially for a buyout at JPM which has been a bust for many years. Regarding $ABVX you would think there has been enough volatility to trigger certain French disclosure laws"
X Link 2026-01-16T03:19Z [----] followers, [---] engagements
"Agree. One thing I can't get my mind around is the fact that France and Europe apparently have these stricter disclosure and anti-manipulation laws. I don't understand why they are letting so many get away with pink sheet / memecoin type manipulation. Unless it's true. $ABVX Two things that I cant wrap my head around. [--]. Why would you need to report on a preparation of a bid ( $lly 15B) and the language was very tip toey in terms of the legal ramifications and it came on a day where expectations were that the stock will suffer as no JPM day [--] Two things that I cant wrap my head around. [--]. Why"
X Link 2026-01-16T22:42Z [----] followers, [----] engagements
"@ImeldaM89173797 @RedPillRabbit Do they have a LinkedIn profile with no picture a weird variation of their name / initials and a questionable work history showing a different employer Because if I had a dollar for every one of those"
X Link 2026-01-17T23:44Z [----] followers, [--] engagements
"@FlagUSANetwork @ConnsHomePlus @RealWaKhan @JobsNowPR @Bannons_WarRoom @MAGAVoice @Redpillrabbit17 @bennyjohnson @RapidResponse47 @NeilMunroDC @Eric_Schmitt @GuntherEagleman Most of the companies he ran this scheme on went bankrupt. Boards and activist shareholders should pick up on this outsourcing / visa fraud and these scams should be included as a business risk in @SECGov filings. Because it definitely is"
X Link 2026-01-18T17:49Z [----] followers, [---] engagements
"@MplsWard12 That Signal chat is lit.🔥"
X Link 2026-01-26T03:47Z [----] followers, [---] engagements
"@SpeakerJohnson @LeaderJohnThune funded it AGAIN. That is the most incredible part. "The most sobering part Its domestic. Funded trained (somewhere) and directed by people who live in the same country theyre trying to paralyze law enforcement in." @camhigby As a former Special Forces Warrant Officer with multiple rotations running counterinsurgency opsboth hunting insurgents and trying to separate them from sympathetic populationsIve seen organized resistance up close. From Anbar to Helmand the pattern is familiar: spotters @camhigby As a former Special Forces Warrant Officer with multiple"
X Link 2026-01-26T13:34Z [----] followers, [---] engagements
"@MichelDoepke $avxs sold stock [--] mon before $NVS BO. $RLYP w/non-dilutive loan a few mon before BO. Are $SGMO (2ndary) & $TSRO (loan) next"
X Link 2018-07-02T04:09Z [----] followers, [--] engagements
"Surprised $KDMN went first but still feels great. Kept adding daily up until yesterday at [----]. $TRIL and $ADMS next. $KDMN at $8.71 = 9% in a few months if $SNY deal closes. Similar deals have closed in about [--] months. $TRIL @ $17.56 = 5.36% in a couple of months if $PFE deal goes through. $KDMN at $8.71 = 9% in a few months if $SNY deal closes. Similar deals have closed in about [--] months. $TRIL @ $17.56 = 5.36% in a couple of months if $PFE deal goes through"
X Link 2021-10-21T12:35Z [----] followers, [--] engagements
"Seems like a decent amount of opportunity in and out of oncology including: $CRIS under $5 with mono therapy results and just started combo trials $PDSB lots of shots on goal incredible results with $MRK.DE $MRK Keytruda data soon $PLXP GI friendly aspirin for CVD stroke etc"
X Link 2021-12-09T18:30Z [----] followers, [--] engagements
"Cool write-up on $AUPH with some interesting history and current status of $RLYP. https://adamsinger.substack.com/p/aurinia-a-hot-battleground-biotech https://adamsinger.substack.com/p/aurinia-a-hot-battleground-biotech"
X Link 2021-12-28T18:12Z [----] followers, [--] engagements
"Interesting $RHHBY Ocrevus liver adverse event data from the FDA. Could be a big deal for $TGTX and the better drug Briumvi. https://www.fda.gov/drugs/questions-and-answers-fdas-adverse-event-reporting-system-faers/july-september-2023-potential-signals-serious-risksnew-safety-information-identified-fda-adverse $TGTX I was not aware of this. https://t.co/YWafKlySr3 https://www.fda.gov/drugs/questions-and-answers-fdas-adverse-event-reporting-system-faers/july-september-2023-potential-signals-serious-risksnew-safety-information-identified-fda-adverse $TGTX I was not aware of this."
X Link 2024-01-03T00:44Z [----] followers, 35K engagements
"On this we agree. There will be a lot of manipulation with $ABVX today. Likely lowest volume day of the year. And they just happened to release weekly options. Stock was also just added to $NBI. Let the games begin. $ABVX today is a waste of time $ABVX today is a waste of time"
X Link 2025-12-26T13:56Z [----] followers, [----] engagements
"@AgonInvestments Agree 100%. $ABVX is a completely different ballpark than $VTYX and $LLY has another 30-40B or more to spend"
X Link 2026-01-11T23:19Z [----] followers, [---] engagements
"@PickingMyOwn $JNJ $TAK need it to stay relevant. $SNY $PFE $MRK need a blockbuster to replace LOE"
X Link 2026-01-26T13:42Z [----] followers, [---] engagements
"@blunt_sarcastic @PlumbNick Those are almost guaranteed to all be fake and attempts to steal your identity. At best they are trying to be a middleman and pay 50% or less of the market rate"
X Link 2026-01-27T02:21Z [----] followers, [--] engagements
"Many SaaS companies are in trouble due to AI. There will be many more like $DUOL. Should be good news for $XBI. Regarding the SaaSpocalypse. I am the Chief Strategy Officer of a major enterprise software company. We've lost 47% of our market cap in four months. Our stock dropped 6% on Monday. My bonus is gone. My options are underwater. My second vacation home is in jeopardy. The https://t.co/JXiA0APQsF Regarding the SaaSpocalypse. I am the Chief Strategy Officer of a major enterprise software company. We've lost 47% of our market cap in four months. Our stock dropped 6% on Monday. My bonus"
X Link 2026-02-06T13:36Z [----] followers, [---] engagements
"@Agent0088156721 Combo therapy is the wave of the future for autoimmune diseases. They try to do it now w/ drugs that have terrible side effects. Imagine what two drugs with minor side effects AND anti-fibrotic properties could do together. Would take Skyrizi and Rinvoq market share. $ABVX $MRK"
X Link 2026-02-08T00:14Z [----] followers, [---] engagements
"@bioadvo @biomannn @A_May_MD The more I read about the $MRK drug tulisokibart the more I like it. It could compete with Skyrizi. And Obefazimod is likely going to be a better Rinvoq without the serious side effects. $LLY or $MRK could put a hurt on $ABBV with $ABVX"
X Link 2026-02-09T00:03Z [----] followers, [---] engagements
"@EpsilonTheory @jam_croissant I believe this is one of the main reasons why Trump is so ridiculous on the Epstein files"
X Link 2026-02-09T00:38Z [----] followers, [---] engagements
"Despicable bipartisan group of swamp creatures here (Nadler Raskin and Bondi). We would be so much better off if they all would step down. OH She mad https://t.co/46o8AgBnNc OH She mad https://t.co/46o8AgBnNc"
X Link 2026-02-11T18:05Z [----] followers, [---] engagements
"22 abstracts and $22B by 2/22 is my guess $ABVX"
X Link 2026-02-13T00:29Z [----] followers, [----] engagements
"@taeyoon43334145 I think that's the range Marc has been offered but knows it is worth much more"
X Link 2026-02-13T22:41Z [----] followers, [---] engagements
"Melinda Welsh beat the odds with cancer drugs from $ONCS and $MRK. http://www.latimes.com/opinion/op-ed/la-oe-welsh-cancer-immunotherapy-20160717-snap-story.html http://www.latimes.com/opinion/op-ed/la-oe-welsh-cancer-immunotherapy-20160717-snap-story.html"
X Link 2017-11-19T04:17Z [----] followers, [--] engagements
"Spoke with $SGMO investor relations yesterday and confirmed $GILD took $50M of the recent offering. Had not been able to confirm prior"
X Link 2018-06-02T19:23Z [----] followers, [--] engagements
"Pretty sure Wall Street doesn't get the significance of this data yet. $SRPT $SRPT for any data monkeys this was pulled from WMS slide page [--]. 100M walk test data All Baseline average:56.4 All Latest test Average:47.7 #Age1st test - Last 2449.9-48.6 4467.2-50.7 4Av58.6-49.7 1549.3-43.2 3659.3-48.4 $SRPT for any data monkeys this was pulled from WMS slide page [--]. 100M walk test data All Baseline average:56.4 All Latest test Average:47.7 #Age1st test - Last 2449.9-48.6 4467.2-50.7 4Av58.6-49.7 1549.3-43.2 3659.3-48.4"
X Link 2018-10-06T14:21Z [----] followers, [--] engagements
"Hmm wonder if someone knew something ahead of $SLDB data. $SRPT was $114 last week now at $151"
X Link 2019-02-07T13:58Z [----] followers, [--] engagements
"Beginning wave of the patent cliff panic M&A. BP needs to stop wasting $ on buybacks and better start buying new tech $SGMO $EDIT $NTLA $ZIOP $RGNX $QURE $SRPT $MGTX Baird good week for M&A. This week M&A departments everywhere were very busy with the acquisitions of $ONCE by Roche for $4.8B Clementia by Ipsen for up to $1.31B and Myonexus by$SRPT for $165M. market responded accordingly with share prices across biotech in the green. Baird good week for M&A. This week M&A departments everywhere were very busy with the acquisitions of $ONCE by Roche for $4.8B Clementia by Ipsen for up to $1.31B"
X Link 2019-03-02T17:54Z [----] followers, [--] engagements
"$SRPT IR confirmed today that the offering was completed at $144. @TheProfessor_85 @BiotechObserver @PaixTrader @Qbert2600 One other thing that is annoying is IR has not confirmed if the offering closed. It's a simple yes/no question. $SRPT @TheProfessor_85 @BiotechObserver @PaixTrader @Qbert2600 One other thing that is annoying is IR has not confirmed if the offering closed. It's a simple yes/no question. $SRPT"
X Link 2019-03-21T17:37Z [----] followers, [--] engagements
"Wondering if $SRPT did the raise to buy Lysogene. $SRPT & Lysogene Gene-Therapy clinical trial in #Sanfilippo #MPS3A The mother share here daughter Lulu progress post GT treatment [--] weeks after GT: Faster. Flat footed. Knee & foot centered More upright/not crounched https://t.co/eAGKiktO0p https://t.co/IickDWShvc $SRPT & Lysogene Gene-Therapy clinical trial in #Sanfilippo #MPS3A The mother share here daughter Lulu progress post GT treatment [--] weeks after GT: Faster. Flat footed. Knee & foot centered More upright/not crounched https://t.co/eAGKiktO0p https://t.co/IickDWShvc"
X Link 2019-03-23T04:08Z [----] followers, [--] engagements
"Good comments on Gene Therapy winners and losers. GT/GE represents our best chance at reducing overall healthcare costs and biggest threats to big pharma's recurring revenue streams. $SGMO $SRPT https://www.investorvillage.com/smbd.aspmb=1933&mn=127148&pt=msg&mid=19456360 https://www.investorvillage.com/smbd.aspmb=1933&mn=127148&pt=msg&mid=19456360"
X Link 2019-05-25T14:40Z [----] followers, [--] engagements
"For anyone going to the $SRPT annual meeting please ask why their chairwoman would get involved with garbage like $MDXG"
X Link 2019-06-01T00:31Z [----] followers, [--] engagements
"$SGMO RMAT for HemA (20B+ market w/royalties). Ph [--] paid for by $PFE. Validates GT platform (also have GE CT & TF platforms) 1.3B market cap. GT-only competitor market caps: $ONCE 4B $BMRN 14.6B $QURE 2.9B https://isthcongressdaily.org/alta-study-initial-results-in-severe-hemophilia-a/ https://isthcongressdaily.org/alta-study-initial-results-in-severe-hemophilia-a/"
X Link 2019-07-08T00:09Z [----] followers, [--] engagements
"$BMRN $SGMO $PFE The durability of the Biomarin #hemophilia A gene therapy expression has been the main discussion point after Pasi presentation. After 3years mean fviii was 20%. Apparently model expects 5% level at 8years. Pasi explained these are very conservative data. #ISTH2019 The durability of the Biomarin #hemophilia A gene therapy expression has been the main discussion point after Pasi presentation. After 3years mean fviii was 20%. Apparently model expects 5% level at 8years. Pasi explained these are very conservative data. #ISTH2019"
X Link 2019-07-08T02:07Z [----] followers, [--] engagements
"Good news on Sangamo and Sickle Cell. $SGMO $SNY https://www.investorvillage.com/smbd.aspmb=1933&mn=130771&pt=msg&mid=19615580 https://www.investorvillage.com/smbd.aspmb=1933&mn=130771&pt=msg&mid=19615580"
X Link 2019-07-22T22:02Z [----] followers, [--] engagements
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