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[@WexCapital](/creator/twitter/WexCapital)
"This company is trading very very interestingly $PTCT keep in mind PKU is partnered with Novartis and is like 3-4x better than Kuvan which went generic five years ago and nobody cares about anymore"  
[X Link](https://x.com/WexCapital/status/1963780192721412451) [@WexCapital](/creator/x/WexCapital) 2025-09-05T01:44Z 1455 followers, 1762 engagements


"I think $PTCT should benefit at least somewhat from this $QURE news Not even close to their only program / drug is oral safe primary endpoint hit on high dose in over XXX patients (N=10x QURE)/Stackable on top of $QURE - and partnered w Novartis"  
[X Link](https://x.com/WexCapital/status/1971172180680433989) [@WexCapital](/creator/x/WexCapital) 2025-09-25T11:17Z 1455 followers, 1253 engagements


"Goldman drops $APLS to "Sell" Now to be fair the ophthalmologists I've spoken to recently hate Syfovre. @cgfran01 royally screwed up by focusing on Dry AMD and not PNH. Their drug is stat superior to both of alexions (acquired for $38B for them) and it's subQ"  
[X Link](https://x.com/WexCapital/status/1971552969108975657) [@WexCapital](/creator/x/WexCapital) 2025-09-26T12:30Z 1455 followers, 1357 engagements


"Now Alexion also recently got subQ so that's no longer an insane edge. But it's still Better. Horrible strategy by Apellis. Nobody cares about these new ultra orphan indications. Waste of time. Dumb convertible bond deals. I get it"  
[X Link](https://x.com/WexCapital/status/1971552972305031223) [@WexCapital](/creator/x/WexCapital) 2025-09-26T12:30Z 1455 followers, XXX engagements


"The $SLNO short thesis by @ScorpionFund is cool and all. but even he doesn't remember the good old days when their office was next to a Guitar City in Redwood City in a random seedy strip mall"  
[X Link](https://x.com/WexCapital/status/1975746948435984695) [@WexCapital](/creator/x/WexCapital) 2025-10-08T02:15Z 1451 followers, XXX engagements


"Platform Technology Designation for $KRYS Sounds cool but I've never heard of this before. has anyone else"  
[X Link](https://x.com/WexCapital/status/1978073329094266973) [@WexCapital](/creator/x/WexCapital) 2025-10-14T12:20Z 1449 followers, 1166 engagements