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[@Amarillo_Slim1](/creator/twitter/Amarillo_Slim1)
"$AVBP is worth $100/sh. It is easily the best asymmetry in the biotech market"  
[X Link](https://x.com/Amarillo_Slim1/status/1981447365102841947) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T19:47Z 11.3K followers, 16.1K engagements


"Deutsche Telekom AGM @JonathanRoss321"  
[X Link](https://x.com/Amarillo_Slim1/status/1970879809132847134) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-09-24T15:55Z 11.3K followers, 1478 engagements


"$TXN LAST CUT WE PROMISE THIS TIME"  
[X Link](https://x.com/Amarillo_Slim1/status/1980738416766578942) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-21T20:50Z 11.3K followers, 2545 engagements


"@wolfejosh I don't think its real. Commerce wrote an emailed statement to Reuters saying fake news"  
[X Link](https://x.com/Amarillo_Slim1/status/1981359369582170547) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T13:57Z 11.3K followers, 1257 engagements


"Tagrisso cannot be dose escalated past 80mg and is not brain penetrant. Patients with atypical EGFR mutations develop brain metastasis XX% of the time. Firmo is highly brain penetrant and can be dose escalated to 240mg with no safety issues"  
[X Link](https://x.com/Amarillo_Slim1/status/1981501897858056446) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T23:24Z 11.3K followers, XXX engagements


"The FDA is desperate to approve a TKI as 1L Exon20 as SOC right now is Rybrevant+chemo. Rybrevant is not brain penetrant (JNJ didnt include patients with active brain metastasis in study) and is very toxic with high incidence of AEs and high discontinuation rates/dose reductions"  
[X Link](https://x.com/Amarillo_Slim1/status/1981501899615719445) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T23:24Z 11.3K followers, XXX engagements


"Indonesia suspends TikToks licence over refusal to share protest data. Very bullish $SE"  
[X Link](https://x.com/Amarillo_Slim1/status/1974090552972021838) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-03T12:33Z 11.3K followers, 4480 engagements


"$ASTS convert"  
[X Link](https://x.com/Amarillo_Slim1/status/1980728509397107101) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-21T20:10Z 11.3K followers, 2198 engagements


"This isnt bullish"  
[X Link](https://x.com/Amarillo_Slim1/status/1981186114557006029) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T02:29Z 11.3K followers, 33.7K engagements


"Bing Yao was the founder of Viela Bio and head of immuno-oncology at AstraZeneca. He has X drug approvals to date and sold Viela to Horizon for $3bn+ with both drugs being approved. Bing is an A+ biotech executive"  
[X Link](https://x.com/Amarillo_Slim1/status/1981501894309658830) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T23:24Z 11.3K followers, XXX engagements


"$AVBP has had incredible data to date and is the leader for 1L Exon-20 (3000 US patients) and 1L PACC (5000 US patients). Firmo is superior to Tagrisso (which is AstraZenecas TKI for classical EGFR NSCLC doing $7bn of sales) - 2mo better PFS with identical ORR"  
[X Link](https://x.com/Amarillo_Slim1/status/1981501895962210662) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T23:24Z 11.3K followers, XXX engagements


"Why would $QBTS (a Canadian company) get US govt funding Idiots should think before they believe nonsensical pump and dump headlines"  
[X Link](https://x.com/Amarillo_Slim1/status/1981358007884927028) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T13:52Z 11.3K followers, 33.1K engagements


"$AVBP lead asset firmonertinib is a best in class TKI for EGFR non-small cell lung cancer mutations. De-risked asset with incredible data to date. No safety issues. X indications in Exon-20 and PACC in pivotal p3. Major catalyst in early Q1 with Exon-20 data readout. $1.5bn drug"  
[X Link](https://x.com/Amarillo_Slim1/status/1981501892145631473) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T23:24Z 11.3K followers, 9085 engagements


"Firmo has patent life out to 2042 and given the patient population it will monopolize 1L Exon20 and PACC as FDA trial design requires TKI-naive patients to be enrolled in study. Therefore once approved no competitors will be able to even enroll a study"  
[X Link](https://x.com/Amarillo_Slim1/status/1981501901452849275) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T23:24Z 11.3K followers, XXX engagements


"Pricing should be in-line with Tagrisso ($300k per year) which sizes the US Exon20 market opportunity at $900m and PACC market at $1.5bn. No real treatment options and high ORR/duration means $AVBP will take a large majority of the market"  
[X Link](https://x.com/Amarillo_Slim1/status/1981501903226708438) [@Amarillo_Slim1](/creator/x/Amarillo_Slim1) 2025-10-23T23:24Z 11.3K followers, XXX engagements