#  @YazenAbusad Yazen A. Yazen A. posts on X about flow, $fmc, debt, cash flow the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1828505030028038144/interactions)  - [--] Week [---] -91% - [--] Month [-----] +180% - [--] Months [------] +2,056% - [--] Year [------] +2,409% ### Mentions: [--] [#](/creator/twitter::1828505030028038144/posts_active)  - [--] Month [--] -45% - [--] Months [--] +2,400% - [--] Year [--] +225% ### Followers: [---] [#](/creator/twitter::1828505030028038144/followers)  - [--] Week [--] -2.10% - [--] Month [--] +28% - [--] Months [--] +254% - [--] Year [--] +1,050% ### CreatorRank: undefined [#](/creator/twitter::1828505030028038144/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [fashion brands](/list/fashion-brands) [luxury brands](/list/luxury-brands) **Social topic influence** [flow](/topic/flow), [$fmc](/topic/$fmc), [debt](/topic/debt), [cash flow](/topic/cash-flow), [$100m](/topic/$100m), [strong](/topic/strong), [$9983t](/topic/$9983t), [uniqlo](/topic/uniqlo), [china](/topic/china), [$owl](/topic/$owl) **Top accounts mentioned or mentioned by** [@finnishcp](/creator/undefined) [@finengnet](/creator/undefined) [@twotreesthere](/creator/undefined) [@adam7477882377](/creator/undefined) **Top assets mentioned** [FAME AI (FMC)](/topic/$fmc) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Merck & Co., Inc. (MRK)](/topic/$mrk) ### Top Social Posts Top posts by engagements in the last [--] hours "$BRKR appears to be overvalued at a quick glance explaining the downward trend over the past month" [X Link](https://x.com/YazenAbusad/status/1851722802568511845) 2024-10-30T20:28Z [--] followers, [---] engagements "$BRKR earnings margins are quickly eroding as the company continues to make numerous acquisitions. Forward guidance revised down" [X Link](https://x.com/YazenAbusad/status/1853801639448121599) 2024-11-05T14:08Z [--] followers, [--] engagements "Selling a business isnt just a transactionits a life-changing moment. Heres what Ive learned negotiating deals as an investment banker. ๐งต๐ #Mergers #Acquisitions" [X Link](https://x.com/dealmakeryazen/status/1885442968414224427) 2025-01-31T21:40Z [--] followers, [--] engagements "Big moves in dental & medical supply: Henry Schein secures a $250M strategic investment from KKR and announces board changes. A shift worth watching ๐ฆท๐ฐ #PrivateEquity #HealthcareInvesting ๐ http://markets.businessinsider.com http://markets.businessinsider.com" [X Link](https://x.com/yazenabusad/status/1885456161526128917) 2025-01-31T22:32Z [--] followers, [---] engagements "Often times clients ask what deal structure is best for me a joint-venture or 100% buyout There are several variables that can affect which deal structure is best for you" [X Link](https://x.com/dealmakeryazen/status/1886548747259121805) 2025-02-03T22:54Z [--] followers, [--] engagements "The Power of Leverage: Private equity firms often use 60% equity + 40% debt to finance deals. Rising interest rates That could impact valuations" [X Link](https://x.com/dealmakeryazen/status/1886976930932502780) 2025-02-05T03:15Z [--] followers, [--] engagements "Private equity just bought another dental chain. Heres why that matters for small business owners. (A thread) ๐งต๐ 1/ Another day another private equity (PE) acquisition in dentistry. But this isnt just about dentistsits a sign of where small business exits are headed. Heres what you need to know. ๐ 2/ Why dentistry PE loves businesses with: Recurring revenue (patients need ongoing care) Fragmentation (lots of small independent practices) High margins (when optimized at scale)" [X Link](https://x.com/dealmakeryazen/status/1886997904067338393) 2025-02-05T04:38Z [--] followers, [--] engagements "$KKR saw its shares drop to a two-week low on Tuesday after its Q4 AUM fell short of analyst expectations. Despite a 15% year-on-year increase to $638bn the company missed the consensus estimate of $643.4bn" [X Link](https://x.com/dealmakeryazen/status/1887170219874943256) 2025-02-05T16:03Z [--] followers, [--] engagements "๐ฎ Why $ATYR is a short: Failed both primary endpoints. No dose response. Baseline imbalances inflate tiny differences. History of sarc trials failing (20+ fails). Phase [--] will cost $100M+ for a drug that doesnt work. Short target: $1-2/share (cash burn risk)" [X Link](https://x.com/le_yazen/status/1952477784766599606) 2025-08-04T21:12Z [--] followers, [---] engagements "$ATYR This isnt just another risky biotech. Its a textbook example of how small-cap biotechs game the system: sell the platform story pivot after failures and keep Wall Street on the hook until the very last card is played" [X Link](https://x.com/le_yazen/status/1965785335373377542) 2025-09-10T14:32Z [--] followers, [----] engagements "Okay lets accept that markets have become less rational and more emotional and short term focused" [X Link](https://x.com/le_yazen/status/1967735673978491010) 2025-09-15T23:41Z [--] followers, [--] engagements "The normal NAGLU enzyme is located in lysosomes the "recycling centers" of a cell. Its role is to break down a large sugar molecule called heparan sulfate" [X Link](https://x.com/le_yazen/status/1980789476776681798) 2025-10-22T00:13Z [--] followers, [--] engagements "In patients with Sanfilippo syndrome type B a defective NAGLU enzyme leads to a buildup of partially degraded heparan sulfate in the lysosomes. This accumulation causes cell dysfunction with the most severe damage occurring in the central nervous system" [X Link](https://x.com/le_yazen/status/1980789578995732969) 2025-10-22T00:13Z [--] followers, [--] engagements "Diversification is bs imo if you are just trying to generate the most alpha and not really have risk-adjusted returns. More alpha in a few concentrated longs but easier to find a plethora of shorts" [X Link](https://x.com/le_yazen/status/1990567477143916908) 2025-11-17T23:47Z [--] followers, [--] engagements "Myelofibrosis total addressable market is 2.2bn . their drug readout in Q1 [----] (march to be exact from their recent Q) stock is still at a multi-year low in the high 5's now low float on it (shares O/S are about 30mn I believe) so it should be a strong contender to edge higher into the new year and as it gets closer to it's data readout current mcap is 100mn $KPTI" [X Link](https://x.com/le_yazen/status/1990568015188906262) 2025-11-17T23:49Z [--] followers, [--] engagements "OpenAI is projecting $20B revenue for 2025but with $8B+ in cash burn break-even is nowhere in sight. The platform cost curve doesnt bend it snaps" [X Link](https://x.com/le_yazen/status/1995169531715621347) 2025-11-30T16:34Z [--] followers, [--] engagements "At a $500B valuation on $20B revenue OpenAI is priced like its already Google-scale. The leaked memo signals even Altman doubts that story" [X Link](https://x.com/le_yazen/status/1995169586757726642) 2025-11-30T16:34Z [--] followers, [--] engagements "Even with [---] million weekly ChatGPT usersa genuinely impressive numberthis represents less than [--] percent of Googles install base and requires continuous marketing expenditure to maintain" [X Link](https://x.com/le_yazen/status/1995171821063401973) 2025-11-30T16:43Z [--] followers, [--] engagements "If OpenAIs revenue growth does decline toward [--] percent while infrastructure costs remain elevated the [---] billion dollar valuation becomes mathematically indefensible" [X Link](https://x.com/le_yazen/status/1995172343690522646) 2025-11-30T16:45Z [--] followers, [--] engagements "If PROSERA replicates even a portion of TORREY's FC III signal on 6MWD in a 74% FC III population it could be one of the bigger 6MWD deltas we've seen in modern PAH trials. If not. well that's why it's biotech. Either way Feb [----] will tell the story. $GOSS" [X Link](https://x.com/zeeno_rx/status/2002492761891831914) 2025-12-20T21:34Z [--] followers, [----] engagements "You hit the nail on the head. Another red flag is the shift to a global geography heavily weighted towards international vs US. Latin America predominantly are they gaming the system here I also worry that the background therapies in those countries will amplify the placebo response and/or minimize incremental benefits in the 6MWT" [X Link](https://x.com/le_yazen/status/2002647967623196876) 2025-12-21T07:50Z [--] followers, [--] engagements "FDA has seen this same exact setup with imatinib. Same movie new cast. It's not really much safer and doesn't really work. They got lucky with the sicker patients in the phase II and yes they are now targeting those sicker patients in the new trial. But a larger patient population will expose them" [X Link](https://x.com/zeeno_rx/status/2003564231078101029) 2025-12-23T20:31Z [--] followers, [--] engagements "@finnishcp @Fin_Eng_Net They had the easier patients in the drug arm though that's the problem" [X Link](https://x.com/zeeno_rx/status/2003587271514292291) 2025-12-23T22:03Z [--] followers, [--] engagements "XEN1101 (azetukalner): A next-gen Kv7 channel opener that's **way more potent** than ezogabineeffective at just 10-25mg once daily vs 600-1200mg TID thanks to better selectivity & affinity. Longer half-life (10 days) enables stable levels & no titration. Caveat: CYP3A4 inducers (common in epilepsy like carbamazepine/phenytoin) can lower exposure 20-40% but Phase [--] trials (ongoing data expected 2026) show robust efficacy even with them. Promising successor #XEN1101" [X Link](https://x.com/zeeno_rx/status/2004396888833823168) 2025-12-26T03:40Z [--] followers, [--] engagements "To the bears: EMA approved Ebvallo in [----] on interim data. FDA gets the upgraded packagemature ALLELE (median OS 18.4mo) adjusted external controls [---] pts exposed. No clinical concerns in original CRL. Priority Review accepted. This isn't a red flag it's a green one. $ATRA #PDUFA Jan [--] https://twitter.com/i/web/status/2008341434949083193 https://twitter.com/i/web/status/2008341434949083193" [X Link](https://x.com/zeeno_rx/status/2008341434949083193) 2026-01-06T00:54Z [--] followers, [---] engagements "Fast Retailing (UNIQLO) delivered robust cash generation in FY2025: Cash flow from operations of 581B powering expansion with 402B adjusted FCF (post-172B capex on new stores/flagships like Umeda Osaka). Quality growth investments fueling global LifeWear dominance $9983"" [X Link](https://x.com/zeeno_rx/status/2009398389973372974) 2026-01-08T22:54Z [--] followers, [--] engagements "(CFR) owns Cartier Vacheron IWC Panerai high-margin low-volume watches & jewelry. China weakness hit volumes but the moat remains strong. FCF + ROIC still impressive" [X Link](https://x.com/anyuser/status/2010786731570921587) 2026-01-12T18:51Z [--] followers, [---] engagements "Heavy eyes on $OWL options sentiment ahead of Feb [--] earnings --- makes sense with TTM EBITDA up $100M expanding margins and EV/EBITDA 16x. High cash conversion + low capex = quality at a discount. Bullish flow incoming" [X Link](https://x.com/anyuser/status/2018491960823017893) 2026-02-03T01:09Z [--] followers, [---] engagements "$XENE azetukalner Ph2 highlights: Weekly median % change showed -55% reduction by wk1 at 25mg vs -20% placebo. Sustained over 8wks. Kaplan-Meier: Median time to baseline seizure count 8wks at 25mg vs 4.7wks placebo. Once-daily no titration needed" [X Link](https://x.com/zeekinvests/status/2004380510991405188) 2025-12-26T02:35Z [--] followers, [---] engagements "Ezogabine (withdrawn due to pigmentation) RESTORE trials: 1200mg/day 44.3-54.5% median reduction 44-56% responders. Azetukalner X-TOLE: 25mg/day 52.8% reduction 54.5% responders + rapid/sustained effect no such safety issues. Next-gen Kv7 winning $XENE" [X Link](https://x.com/zeekinvests/status/2004380803024015672) 2025-12-26T02:36Z [--] followers, [---] engagements "Fast Retailing (UNIQLO) delivered robust cash generation in FY2025: Cash flow from operations of 581B powering expansion with 402B adjusted FCF (post-172B capex on new stores/flagships like Umeda Osaka). Quality growth investments fueling global LifeWear dominance" [X Link](https://x.com/zeekinvests/status/2009398644194341051) 2026-01-08T22:55Z [--] followers, [---] engagements "$OCUL - look carefully and tell me this wasn't cherry picking and very advantageous Phase I data for OTX-TKI" [X Link](https://x.com/anyuser/status/2017024119284347286) 2026-01-29T23:56Z [--] followers, [----] engagements "$FMC announced it will pay down $1 billion in debt through asset sales and licensing agreements including the previously announced sale of its India commercial business. This move is part of the company's [----] operational priorities to strengthen its balance sheet" [X Link](https://x.com/anyuser/status/2019172631417622755) 2026-02-04T22:14Z [--] followers, [---] engagements "Crop protection firm $FMC Q4 revenue misses estimates after Rynaxypyr price reduction" [X Link](https://x.com/anyuser/status/2019173717343948857) 2026-02-04T22:18Z [--] followers, [---] engagements "The Man Who Cracked The Market Algorithm My takeaways from the video: Short-term alpha is being arbitraged away. The only thing that cannot be arbitraged away is risk (margin-call cascades). So he flipped: stop hunting alpha start hunting risk regimes. Moved to very long time frames (1+ year) systematic reactive (not predictive) and risk-focused only. Today his funds are among the few hedge funds that openly say: We dont care about alpha. https://youtu.be/itRL9v67v9Isi=j74tq28jCVm4ub6H https://youtu.be/itRL9v67v9Isi=j74tq28jCVm4ub6H" [X Link](https://x.com/zeekinvests/status/2021363729607082407) 2026-02-10T23:20Z [--] followers, [--] engagements "$OCUL - look carefully and tell me this wasn't cherry picking and very advantageous Phase I data for OTX-TKI" [X Link](https://x.com/anyuser/status/2017024119284347286) 2026-01-29T23:56Z [--] followers, [----] engagements "The Man Who Cracked The Market Algorithm My takeaways from the video: Short-term alpha is being arbitraged away. The only thing that cannot be arbitraged away is risk (margin-call cascades). So he flipped: stop hunting alpha start hunting risk regimes. Moved to very long time frames (1+ year) systematic reactive (not predictive) and risk-focused only. Today his funds are among the few hedge funds that openly say: We dont care about alpha. https://youtu.be/itRL9v67v9Isi=j74tq28jCVm4ub6H https://youtu.be/itRL9v67v9Isi=j74tq28jCVm4ub6H" [X Link](https://x.com/zeekinvests/status/2021363729607082407) 2026-02-10T23:20Z [--] followers, [--] engagements "it's time to pick up shares of $UBER. Enough with the nasty downtrend. Wheels up from here" [X Link](https://x.com/anyuser/status/2021285803352097105) 2026-02-10T18:11Z [--] followers, [---] engagements "1/4 $FMC Board officially putting the company in play changes the entire structure of the trade. Authorization of strategic options including a full sale signals that management finally acknowledges the massive disconnect between the share price and the actual asset value" [X Link](https://x.com/anyuser/status/2019198140877062162) 2026-02-04T23:55Z [---] followers, [----] engagements "Crop protection firm $FMC Q4 revenue misses estimates after Rynaxypyr price reduction" [X Link](https://x.com/anyuser/status/2019173717343948857) 2026-02-04T22:18Z [--] followers, [---] engagements "$FMC announced it will pay down $1 billion in debt through asset sales and licensing agreements including the previously announced sale of its India commercial business. This move is part of the company's [----] operational priorities to strengthen its balance sheet" [X Link](https://x.com/anyuser/status/2019172631417622755) 2026-02-04T22:14Z [--] followers, [---] engagements "This chart is hiding the nuance in the market right now" [X Link](https://x.com/anyuser/status/2018867884634870051) 2026-02-04T02:03Z [--] followers, [--] engagements "Wobbly rotation continues to be the name of the game as SPX is not quite telling the story under the hood" [X Link](https://x.com/anyuser/status/2018867249222996216) 2026-02-04T02:00Z [--] followers, [--] engagements "Heavy eyes on $OWL options sentiment ahead of Feb [--] earnings --- makes sense with TTM EBITDA up $100M expanding margins and EV/EBITDA 16x. High cash conversion + low capex = quality at a discount. Bullish flow incoming" [X Link](https://x.com/anyuser/status/2018491960823017893) 2026-02-03T01:09Z [--] followers, [---] engagements ""$OWL looking rock solid heading into earnings this week (Feb 5). Revenue CAGR 28% over recent years consistent quarterly growth for 7+ quarters expanding gross/EBITDA margins low capex manageable debt. EV/EBITDA 16x on improving profitabilityundervalued gem in alts" [X Link](https://x.com/anyuser/status/2018490799428714567) 2026-02-03T01:04Z [--] followers, [--] engagements "Selling puts is one of the cleanest ways to average down. You get paid upfront choose your entry price and if assigned your cost basis is strike premium. Getting paid to buy where you already wanted to buy anyway chasing dips" [X Link](https://x.com/anyuser/status/2017677835914109155) 2026-01-31T19:14Z [--] followers, [---] engagements "Looking at $AAOI" [X Link](https://x.com/anyuser/status/2016945802774462906) 2026-01-29T18:45Z [--] followers, [---] engagements "FY25 takeaway: CFR sold YNAP (Net-a-Porter/Yoox) for 555M cash + 33% Mytheresa stake. Discontinued ops hurt headline profits but core luxury business cash flow is solid" [X Link](https://x.com/anyuser/status/2010786782682759671) 2026-01-12T18:51Z [--] followers, [---] engagements "(CFR) owns Cartier Vacheron IWC Panerai high-margin low-volume watches & jewelry. China weakness hit volumes but the moat remains strong. FCF + ROIC still impressive" [X Link](https://x.com/anyuser/status/2010786731570921587) 2026-01-12T18:51Z [--] followers, [---] engagements "Fast Retailing (UNIQLO) delivered robust cash generation in FY2025: Cash flow from operations of 581B powering expansion with 402B adjusted FCF (post-172B capex on new stores/flagships like Umeda Osaka). Quality growth investments fueling global LifeWear dominance" [X Link](https://x.com/zeekinvests/status/2009398644194341051) 2026-01-08T22:55Z [--] followers, [---] engagements "$MRK China announced that its first-in-class activin signalling inhibitor sotatercept (Winrevair) has been approved by NMPA for the treatment of adult patients with PAH of WHO functional class (FC) II-III in order to improve patients exercise capacity and WHO functional class. This approval is based on the data of the Phase [--] clinical trial STELLAR. https://twitter.com/i/web/status/2008095158256959666 https://twitter.com/i/web/status/2008095158256959666" [X Link](https://x.com/anyuser/status/2008095158256959666) 2026-01-05T08:36Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@YazenAbusad Yazen A.Yazen A. posts on X about flow, $fmc, debt, cash flow the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance stocks countries cryptocurrencies technology brands fashion brands luxury brands
Social topic influence flow, $fmc, debt, cash flow, $100m, strong, $9983t, uniqlo, china, $owl
Top accounts mentioned or mentioned by @finnishcp @finengnet @twotreesthere @adam7477882377
Top assets mentioned FAME AI (FMC) Blue Owl Capital, Inc. (OWL) Xenon Pharmaceuticals Inc (XENE) Ocular Therapeutix, Inc. (OCUL) Uber Technologies, Inc. (UBER) Applied Optoelectronics, Inc. (AAOI) Merck & Co., Inc. (MRK)
Top posts by engagements in the last [--] hours
"$BRKR appears to be overvalued at a quick glance explaining the downward trend over the past month"
X Link 2024-10-30T20:28Z [--] followers, [---] engagements
"$BRKR earnings margins are quickly eroding as the company continues to make numerous acquisitions. Forward guidance revised down"
X Link 2024-11-05T14:08Z [--] followers, [--] engagements
"Selling a business isnt just a transactionits a life-changing moment. Heres what Ive learned negotiating deals as an investment banker. ๐งต๐ #Mergers #Acquisitions"
X Link 2025-01-31T21:40Z [--] followers, [--] engagements
"Big moves in dental & medical supply: Henry Schein secures a $250M strategic investment from KKR and announces board changes. A shift worth watching ๐ฆท๐ฐ #PrivateEquity #HealthcareInvesting ๐ http://markets.businessinsider.com http://markets.businessinsider.com"
X Link 2025-01-31T22:32Z [--] followers, [---] engagements
"Often times clients ask what deal structure is best for me a joint-venture or 100% buyout There are several variables that can affect which deal structure is best for you"
X Link 2025-02-03T22:54Z [--] followers, [--] engagements
"The Power of Leverage: Private equity firms often use 60% equity + 40% debt to finance deals. Rising interest rates That could impact valuations"
X Link 2025-02-05T03:15Z [--] followers, [--] engagements
"Private equity just bought another dental chain. Heres why that matters for small business owners. (A thread) ๐งต๐ 1/ Another day another private equity (PE) acquisition in dentistry. But this isnt just about dentistsits a sign of where small business exits are headed. Heres what you need to know. ๐ 2/ Why dentistry PE loves businesses with: Recurring revenue (patients need ongoing care) Fragmentation (lots of small independent practices) High margins (when optimized at scale)"
X Link 2025-02-05T04:38Z [--] followers, [--] engagements
"$KKR saw its shares drop to a two-week low on Tuesday after its Q4 AUM fell short of analyst expectations. Despite a 15% year-on-year increase to $638bn the company missed the consensus estimate of $643.4bn"
X Link 2025-02-05T16:03Z [--] followers, [--] engagements
"๐ฎ Why $ATYR is a short: Failed both primary endpoints. No dose response. Baseline imbalances inflate tiny differences. History of sarc trials failing (20+ fails). Phase [--] will cost $100M+ for a drug that doesnt work. Short target: $1-2/share (cash burn risk)"
X Link 2025-08-04T21:12Z [--] followers, [---] engagements
"$ATYR This isnt just another risky biotech. Its a textbook example of how small-cap biotechs game the system: sell the platform story pivot after failures and keep Wall Street on the hook until the very last card is played"
X Link 2025-09-10T14:32Z [--] followers, [----] engagements
"Okay lets accept that markets have become less rational and more emotional and short term focused"
X Link 2025-09-15T23:41Z [--] followers, [--] engagements
"The normal NAGLU enzyme is located in lysosomes the "recycling centers" of a cell. Its role is to break down a large sugar molecule called heparan sulfate"
X Link 2025-10-22T00:13Z [--] followers, [--] engagements
"In patients with Sanfilippo syndrome type B a defective NAGLU enzyme leads to a buildup of partially degraded heparan sulfate in the lysosomes. This accumulation causes cell dysfunction with the most severe damage occurring in the central nervous system"
X Link 2025-10-22T00:13Z [--] followers, [--] engagements
"Diversification is bs imo if you are just trying to generate the most alpha and not really have risk-adjusted returns. More alpha in a few concentrated longs but easier to find a plethora of shorts"
X Link 2025-11-17T23:47Z [--] followers, [--] engagements
"Myelofibrosis total addressable market is 2.2bn . their drug readout in Q1 [----] (march to be exact from their recent Q) stock is still at a multi-year low in the high 5's now low float on it (shares O/S are about 30mn I believe) so it should be a strong contender to edge higher into the new year and as it gets closer to it's data readout current mcap is 100mn $KPTI"
X Link 2025-11-17T23:49Z [--] followers, [--] engagements
"OpenAI is projecting $20B revenue for 2025but with $8B+ in cash burn break-even is nowhere in sight. The platform cost curve doesnt bend it snaps"
X Link 2025-11-30T16:34Z [--] followers, [--] engagements
"At a $500B valuation on $20B revenue OpenAI is priced like its already Google-scale. The leaked memo signals even Altman doubts that story"
X Link 2025-11-30T16:34Z [--] followers, [--] engagements
"Even with [---] million weekly ChatGPT usersa genuinely impressive numberthis represents less than [--] percent of Googles install base and requires continuous marketing expenditure to maintain"
X Link 2025-11-30T16:43Z [--] followers, [--] engagements
"If OpenAIs revenue growth does decline toward [--] percent while infrastructure costs remain elevated the [---] billion dollar valuation becomes mathematically indefensible"
X Link 2025-11-30T16:45Z [--] followers, [--] engagements
"If PROSERA replicates even a portion of TORREY's FC III signal on 6MWD in a 74% FC III population it could be one of the bigger 6MWD deltas we've seen in modern PAH trials. If not. well that's why it's biotech. Either way Feb [----] will tell the story. $GOSS"
X Link 2025-12-20T21:34Z [--] followers, [----] engagements
"You hit the nail on the head. Another red flag is the shift to a global geography heavily weighted towards international vs US. Latin America predominantly are they gaming the system here I also worry that the background therapies in those countries will amplify the placebo response and/or minimize incremental benefits in the 6MWT"
X Link 2025-12-21T07:50Z [--] followers, [--] engagements
"FDA has seen this same exact setup with imatinib. Same movie new cast. It's not really much safer and doesn't really work. They got lucky with the sicker patients in the phase II and yes they are now targeting those sicker patients in the new trial. But a larger patient population will expose them"
X Link 2025-12-23T20:31Z [--] followers, [--] engagements
"@finnishcp @Fin_Eng_Net They had the easier patients in the drug arm though that's the problem"
X Link 2025-12-23T22:03Z [--] followers, [--] engagements
"XEN1101 (azetukalner): A next-gen Kv7 channel opener that's way more potent than ezogabineeffective at just 10-25mg once daily vs 600-1200mg TID thanks to better selectivity & affinity. Longer half-life (10 days) enables stable levels & no titration. Caveat: CYP3A4 inducers (common in epilepsy like carbamazepine/phenytoin) can lower exposure 20-40% but Phase [--] trials (ongoing data expected 2026) show robust efficacy even with them. Promising successor #XEN1101"
X Link 2025-12-26T03:40Z [--] followers, [--] engagements
"To the bears: EMA approved Ebvallo in [----] on interim data. FDA gets the upgraded packagemature ALLELE (median OS 18.4mo) adjusted external controls [---] pts exposed. No clinical concerns in original CRL. Priority Review accepted. This isn't a red flag it's a green one. $ATRA #PDUFA Jan [--] https://twitter.com/i/web/status/2008341434949083193 https://twitter.com/i/web/status/2008341434949083193"
X Link 2026-01-06T00:54Z [--] followers, [---] engagements
"Fast Retailing (UNIQLO) delivered robust cash generation in FY2025: Cash flow from operations of 581B powering expansion with 402B adjusted FCF (post-172B capex on new stores/flagships like Umeda Osaka). Quality growth investments fueling global LifeWear dominance $9983""
X Link 2026-01-08T22:54Z [--] followers, [--] engagements
"(CFR) owns Cartier Vacheron IWC Panerai high-margin low-volume watches & jewelry. China weakness hit volumes but the moat remains strong. FCF + ROIC still impressive"
X Link 2026-01-12T18:51Z [--] followers, [---] engagements
"Heavy eyes on $OWL options sentiment ahead of Feb [--] earnings --- makes sense with TTM EBITDA up $100M expanding margins and EV/EBITDA 16x. High cash conversion + low capex = quality at a discount. Bullish flow incoming"
X Link 2026-02-03T01:09Z [--] followers, [---] engagements
"$XENE azetukalner Ph2 highlights: Weekly median % change showed -55% reduction by wk1 at 25mg vs -20% placebo. Sustained over 8wks. Kaplan-Meier: Median time to baseline seizure count 8wks at 25mg vs 4.7wks placebo. Once-daily no titration needed"
X Link 2025-12-26T02:35Z [--] followers, [---] engagements
"Ezogabine (withdrawn due to pigmentation) RESTORE trials: 1200mg/day 44.3-54.5% median reduction 44-56% responders. Azetukalner X-TOLE: 25mg/day 52.8% reduction 54.5% responders + rapid/sustained effect no such safety issues. Next-gen Kv7 winning $XENE"
X Link 2025-12-26T02:36Z [--] followers, [---] engagements
"Fast Retailing (UNIQLO) delivered robust cash generation in FY2025: Cash flow from operations of 581B powering expansion with 402B adjusted FCF (post-172B capex on new stores/flagships like Umeda Osaka). Quality growth investments fueling global LifeWear dominance"
X Link 2026-01-08T22:55Z [--] followers, [---] engagements
"$OCUL - look carefully and tell me this wasn't cherry picking and very advantageous Phase I data for OTX-TKI"
X Link 2026-01-29T23:56Z [--] followers, [----] engagements
"$FMC announced it will pay down $1 billion in debt through asset sales and licensing agreements including the previously announced sale of its India commercial business. This move is part of the company's [----] operational priorities to strengthen its balance sheet"
X Link 2026-02-04T22:14Z [--] followers, [---] engagements
"Crop protection firm $FMC Q4 revenue misses estimates after Rynaxypyr price reduction"
X Link 2026-02-04T22:18Z [--] followers, [---] engagements
"The Man Who Cracked The Market Algorithm My takeaways from the video: Short-term alpha is being arbitraged away. The only thing that cannot be arbitraged away is risk (margin-call cascades). So he flipped: stop hunting alpha start hunting risk regimes. Moved to very long time frames (1+ year) systematic reactive (not predictive) and risk-focused only. Today his funds are among the few hedge funds that openly say: We dont care about alpha. https://youtu.be/itRL9v67v9Isi=j74tq28jCVm4ub6H https://youtu.be/itRL9v67v9Isi=j74tq28jCVm4ub6H"
X Link 2026-02-10T23:20Z [--] followers, [--] engagements
"$OCUL - look carefully and tell me this wasn't cherry picking and very advantageous Phase I data for OTX-TKI"
X Link 2026-01-29T23:56Z [--] followers, [----] engagements
"The Man Who Cracked The Market Algorithm My takeaways from the video: Short-term alpha is being arbitraged away. The only thing that cannot be arbitraged away is risk (margin-call cascades). So he flipped: stop hunting alpha start hunting risk regimes. Moved to very long time frames (1+ year) systematic reactive (not predictive) and risk-focused only. Today his funds are among the few hedge funds that openly say: We dont care about alpha. https://youtu.be/itRL9v67v9Isi=j74tq28jCVm4ub6H https://youtu.be/itRL9v67v9Isi=j74tq28jCVm4ub6H"
X Link 2026-02-10T23:20Z [--] followers, [--] engagements
"it's time to pick up shares of $UBER. Enough with the nasty downtrend. Wheels up from here"
X Link 2026-02-10T18:11Z [--] followers, [---] engagements
"1/4 $FMC Board officially putting the company in play changes the entire structure of the trade. Authorization of strategic options including a full sale signals that management finally acknowledges the massive disconnect between the share price and the actual asset value"
X Link 2026-02-04T23:55Z [---] followers, [----] engagements
"Crop protection firm $FMC Q4 revenue misses estimates after Rynaxypyr price reduction"
X Link 2026-02-04T22:18Z [--] followers, [---] engagements
"$FMC announced it will pay down $1 billion in debt through asset sales and licensing agreements including the previously announced sale of its India commercial business. This move is part of the company's [----] operational priorities to strengthen its balance sheet"
X Link 2026-02-04T22:14Z [--] followers, [---] engagements
"This chart is hiding the nuance in the market right now"
X Link 2026-02-04T02:03Z [--] followers, [--] engagements
"Wobbly rotation continues to be the name of the game as SPX is not quite telling the story under the hood"
X Link 2026-02-04T02:00Z [--] followers, [--] engagements
"Heavy eyes on $OWL options sentiment ahead of Feb [--] earnings --- makes sense with TTM EBITDA up $100M expanding margins and EV/EBITDA 16x. High cash conversion + low capex = quality at a discount. Bullish flow incoming"
X Link 2026-02-03T01:09Z [--] followers, [---] engagements
""$OWL looking rock solid heading into earnings this week (Feb 5). Revenue CAGR 28% over recent years consistent quarterly growth for 7+ quarters expanding gross/EBITDA margins low capex manageable debt. EV/EBITDA 16x on improving profitabilityundervalued gem in alts"
X Link 2026-02-03T01:04Z [--] followers, [--] engagements
"Selling puts is one of the cleanest ways to average down. You get paid upfront choose your entry price and if assigned your cost basis is strike premium. Getting paid to buy where you already wanted to buy anyway chasing dips"
X Link 2026-01-31T19:14Z [--] followers, [---] engagements
"Looking at $AAOI"
X Link 2026-01-29T18:45Z [--] followers, [---] engagements
"FY25 takeaway: CFR sold YNAP (Net-a-Porter/Yoox) for 555M cash + 33% Mytheresa stake. Discontinued ops hurt headline profits but core luxury business cash flow is solid"
X Link 2026-01-12T18:51Z [--] followers, [---] engagements
"(CFR) owns Cartier Vacheron IWC Panerai high-margin low-volume watches & jewelry. China weakness hit volumes but the moat remains strong. FCF + ROIC still impressive"
X Link 2026-01-12T18:51Z [--] followers, [---] engagements
"Fast Retailing (UNIQLO) delivered robust cash generation in FY2025: Cash flow from operations of 581B powering expansion with 402B adjusted FCF (post-172B capex on new stores/flagships like Umeda Osaka). Quality growth investments fueling global LifeWear dominance"
X Link 2026-01-08T22:55Z [--] followers, [---] engagements
"$MRK China announced that its first-in-class activin signalling inhibitor sotatercept (Winrevair) has been approved by NMPA for the treatment of adult patients with PAH of WHO functional class (FC) II-III in order to improve patients exercise capacity and WHO functional class. This approval is based on the data of the Phase [--] clinical trial STELLAR. https://twitter.com/i/web/status/2008095158256959666 https://twitter.com/i/web/status/2008095158256959666"
X Link 2026-01-05T08:36Z [----] followers, [----] engagements
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