[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Biotech2k1](/creator/twitter/Biotech2k1) "I might use one of my empty portfolios to build a China AI portfolio with names like $BABA $BIDU $NTES $PDD and $LI. While the US AI bubble is crazy bubbly these companies are very cheap. I would not rule out their disruptive potential either"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944751276140397052) 2025-07-14 13:30:10 UTC 30.2K followers, 3106 engagements "I picked up X China Tech plays in my M1 finance portfolio to play a cheaper version of the AI play instead of super bubbly US companies. They are greatly underestimated and undervalued. I bought $BABA $BIDU $NTES $PDD and $LI"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944843251531321554) 2025-07-14 19:35:39 UTC 30.2K followers, 3381 engagements "I had X stocks left at Merrill that I have been waiting for a rally like this to sell them so I can close that account. I sold $SANA last week and $NTLA this week. I set up a sale for the third which is a very small balance of $CRBU I had that failed to sell when I sold the rest of it at $X way back. I set that sale for $X. That will clear me out of many CRISPR stocks as the hype comes back"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947798047322181928) 2025-07-22 23:16:57 UTC 30.2K followers, 2222 engagements "Looking at $CRNX: They had a big R&D day. They have several very exciting programs with Platusotine waiting for approval in Acromegaly. They are preparing to advance the next wave of drugs into the pipeline with SST3 TSH and PTH. They also have a very exciting Non Peptide drug Conjugate program for oncology which is very exciting. If all goes well I could easily see them moving up to one of my commercial all stars. They are probably the lead candidate for that move"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943994642787103011) 2025-07-12 11:23:35 UTC 30.2K followers, 2148 engagements "My Top XX Ideas list: I haven't done one of these in a long time. I own a lot of companies in biotech so here are the XX that I think could offer great opportunity. Please do your own DD. X. $INSM X. $BBIO X. $AXSM X. $ZLAB X. $CRNX X. $KYMR X. $MTSR X. $BEAM X. $WVE XX. $IDYA"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946552001908650384) 2025-07-19 12:45:37 UTC 30.2K followers, 6588 engagements "I know a lot of investors think its weak to take losses. The real truth is that learning when and how to take losses makes one a better investor. I always sell my losers into the huge rallies when I am pushing all time highs. That gives me cash to put to work in winners on a pullback. Loss aversion is a weakness. Learning to take losses when it best benefits you makes you a stronger investor. No investor is perfect. Take the losses and move on. That is what great investors do"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947800593298260314) 2025-07-22 23:27:04 UTC 30.2K followers, 2272 engagements "I am about half way through my CSS certification from Meta. I just finished my grid coding lab. I am also working on the JS course in parallel. I think I am XX% done CSS and XX% done Java"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946576525488193990) 2025-07-19 14:23:03 UTC 30.2K followers, 2111 engagements "$AXSM a lot of moving parts. Execution risk has been my biggest concern even before the delay to AXS-014 in Fibromyalgia. We will get earnings update for Q2 which will tell us if Auvelity is still growing strong. We will also here how the launch of Symbravo is going. I would like to hear more on the regulatory process for Alzheimer's Agitation and Narcolepsy as they are coming up. The have a huge R&D day coming on July 21st"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1942545027361628303) 2025-07-08 11:23:19 UTC 30.1K followers, 2564 engagements "I haven't posted this portfolio in a long time. It's my crypto portfolio which now makes up a little over X% of all my investments"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945505768435785996) 2025-07-16 15:28:15 UTC 30.2K followers, 3359 engagements "@markland_55 No interest in what they're doing"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943421610293362901) 2025-07-10 21:26:33 UTC 30.1K followers, XXX engagements "My lowest cost shares I bought in $MTSR back at the April bottom are now up from $XX - $XX to $XX today"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944790225374314532) 2025-07-14 16:04:56 UTC 30.2K followers, 2855 engagements "I took the money I got from selling $ARWR yesterday and rolled it into $XENE today which brings in up to my XXXX% core position. From here on out it will have to earn by money by either succeeding on data to raise the value or by the stock selling off to offer better value for current fundamentals"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1940780727374696607) 2025-07-03 14:32:38 UTC 30.1K followers, 3578 engagements "$BHVN: I gave them a rank of X. I was really excited about them because they had a huge pipeline with a lot of cool science going on plus they had a successful program with SCA but since then it got delayed and the FDA added an Adcom. That is a big risk now. They also had some failures in some of their other programs like SMA and Bipolar. They do have a very exciting pipeline of early stage drugs with their Mode Degraders that could be huge someday. That has put me back into a wait and see mode. I will have to update my perception of them as they put out new data"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1935666940229378264) 2025-06-19 11:52:16 UTC 30.2K followers, 2381 engagements "@Sean65555013 I think Vyvgart in China will be a huge driver for them"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944831624610197771) 2025-07-14 18:49:27 UTC 30.1K followers, XXX engagements "In search of ideas as we approach levels where I will release all my low conviction names. I am very interested in early commmercial names after both $BPMC & $VRNA got bought out on me. I want big indications. That is the one thing big pharma has been buying. Something with quality management and long term potential. I think most these names I either own like $INSM $BBIO $AXSM & $ZLAB. Any suggestions"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943405662526165442) 2025-07-10 20:23:11 UTC 30.2K followers, 7502 engagements "$MTSR has been a huge winner while inside the lock up period. It goes off lock up at end of July. I suspect a huge flush will come going into or just after the lock up. The hot money will want to take that profit before insiders can. I love it long term so I have cash assigned to buy into any crash"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944732461323239753) 2025-07-14 12:15:24 UTC 30.2K followers, 2332 engagements "Let me build on my friends case. Successful biotech is a virtuois cycle. Data validates science which builds value and brings in more capital. The issue is that XX% of drugs that start phase X never make it to commercial. The risk in biotech investing is trading value in the form of validation for potential in the form of risk. He who takes the most risk (early stage) has the biggest reward and most risk in XX% failures. He who takes lower risk (late stage) makes lower potential but has far less risk. I have tried both. I lost money gambling on early stage but I made huge wins investing in"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946606671142555758) 2025-07-19 16:22:51 UTC 30.2K followers, 4548 engagements "I looked at the $COGT data this morning. It looks like pretty good data. I don't think they are going to overthrow the dominance of $BPMC with that data. It does make me feel a bit better about Blueprint being bought out. A lot of competition coming into their space"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1942180686053388585) 2025-07-07 11:15:34 UTC 30.1K followers, 3878 engagements "@WassimLaroussi3 One correction. The $XBI is no longer an equal weight ETF. The changed it to a momentum weighted ETF now"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946603998024224907) 2025-07-19 16:12:13 UTC 30.1K followers, XXX engagements "$ARW: I gave them a rank of X to start. They have a PDUFA date for their first RNAi program. Their lead X drugs are all in the cholesterol and triglycerides space. This has massive competition and it's impossible to think anyone will get a huge market share. There is a lot of potential there if they can capture any market share. They do have X early stage programs around targeting obesity with RNAi. They could be a huge deal if they are successful. The whole company trades at just over $X billion market cap with about $XXX billion in cash. It seems very derisked for the level of potential if"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1935668108007498213) 2025-06-19 11:56:54 UTC 30.2K followers, 2158 engagements "Sold out of all my $NLTA today. Half was in Merrill and half was in Robinhood. That gives me even more cash to put to work"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947291799292100658) 2025-07-21 13:45:18 UTC 30.2K followers, 3045 engagements "Looking at $BBIO: They are working on a very successful launch of Attruby in aTTR. They have multiple late stage programs in the works. They just had a good R&D day for Limb Girdle. I have been calling this a great deal since $XX and now its approaching $XX. I think it's still a good deal as it could grow XXX% over the next X to XX years if all these indications work out"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943988295161008208) 2025-07-12 10:58:21 UTC 30.2K followers, 2615 engagements "As a biotech investor I am constantly going through the indexes looking for good names. Today I looked briefly at $EXEL $UTHR and $NBIX. These are all commercial stage companies with sales and pipelines. They just not exciting to me. I think $EXEL has very slow sales growth and a very boring pipeline. $UTHR has a very good commercial platform but their pipeline with transplant is very scary. $NBIX has a good commercial platform and looks to have a good pipeline. I am just not finding anything that excites me"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945094616685875408) 2025-07-15 12:14:29 UTC 30.2K followers, 2815 engagements "My X year buy out list: $ARRY $LOXO $ARQL $RXDX $ECYT $AVXS $BOLD $JUNO and now $MNTA"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1296069362756063232) 2020-08-19 12:59:50 UTC 30.2K followers, XX engagements "@PJamess69 I don't want to own stuff that I got to hope there is some big pharma will buy it. If I don't want it for XX years I don't want it for XX seconds"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943627446130975103) 2025-07-11 11:04:28 UTC 30.2K followers, XX engagements "@9parvin9 I sold $ACHR and $JOBY a while back. Its getting way to frothy"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944832031038329339) 2025-07-14 18:51:04 UTC 30.2K followers, XXX engagements "I listened to the replay of the recent $MTSR webcast. They have so many amazing things going on. X. No titration X. Monthly Dosing X. Low Toxicity X. Great data in GLP1 & Amylin X. Combo potential X. XX% less API This has to be the best Obesity play in the market. Warning: it is still in lock up so a stong correction could happen after"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945648750354927786) 2025-07-17 00:56:25 UTC 30.2K followers, 4539 engagements "So Far my new Research list has X names: $UTHR $BCRX $ORKA My new strategy is to put the vast majority of my weighting behind my X horsemen that are commercial and my X PDUFA stars that are nearing commercial. Then make many smaller bets on exciting companies. Then I will slowly weight them based on success buy buying more of those that impress me and not buying those that don't. You might see a lot of names in my portfolio but only a real proven winner would make any serious weighting"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1925195422735192561) 2025-05-21 14:22:11 UTC 30.2K followers, 1531 engagements "Looking at $AXSM: I have been much more cautious on them. They have a lot of things going on with submissions with AXS-05 in Alzheimer's Agitation AXS-12 in Narcolepsy and AXS-14 in Fibromyalgia. They are also launching Symbravo while building out the sales force for Auvelity. The big concern for me was execution risk with so many irons in the fire. Then came the delay for Fibromyalgia. They have to do another phase X. Now I am waiting for earnings waiting to see if another issue pops up. If they can execute well it does have huge opportunity. I could see this growing XXX% to XXX% over the"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943989609349656780) 2025-07-12 11:03:35 UTC 30.1K followers, 2375 engagements "Looking at $XENE: This is one of my new companies and I am slowly building conviction in it. They have great data in phase X for their Kv7 program in Seizures. I have been building a position but am now waiting for Earnings to hear more"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943997781514825933) 2025-07-12 11:36:03 UTC 30.2K followers, 2047 engagements "The only company in the RNAi Space that would be even interested in is $WVE. $ARWR has been doing this for about XX years which XX I've been following them and they haven't really done much. $ALNY is it already fully mature company which offers very little upside at this point in my opinion. Thete seems to be some other players in this space but none of them seem to impress me"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946238413902123324) 2025-07-18 15:59:31 UTC 30.2K followers, XXX engagements "Apparently there is still one intelligent analyst out there. AI mania is worse than 1999's tech bubble Apollo's top economist warns"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946544060769939824) 2025-07-19 12:14:03 UTC 30.2K followers, 2244 engagements "$ZLAB up almost XX% on no news Must be an upgrade or something"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947653560067297380) 2025-07-22 13:42:49 UTC 30.2K followers, 1793 engagements "I am all caught up on my companies. What I will do today is give you a list of names out of all the companies I own that I think I love the most. They are: X. $INSM X. $BBIO X. $CRNX X. $KYMR X. $MTSR X. $WVE X. $BEAM"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1939299789042311299) 2025-06-29 12:27:54 UTC 30.1K followers, 7683 engagements "My Crypto portfolio is approaching X% of my assets without me adding much to it. That means I need to direct more cash to other portfolios. I will stop buying as I think it's getting way too frothy"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946545942770958573) 2025-07-19 12:21:32 UTC 30.2K followers, 1787 engagements "The China tech stocks I bought only a few days ago or up over XX% already. $BABA $BIDU $NTES $PDD & $LI"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946211051445408075) 2025-07-18 14:10:48 UTC 30.2K followers, 2975 engagements "Looking at $CYTK: I have been super cautious of them since they had the mishap and delay with their PDUFA date. Now I think we have to wait for them to clear this hurdle and see what the label looks like. Their entire success will depend on how well they can compete against Camzyos"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943995439625212368) 2025-07-12 11:26:45 UTC 30.1K followers, 2548 engagements "I want to profile a potential huge treatment in Oncology. The target is DLL3 (Delta-like ligand 3). This is expressed in Neuroendocrine tumors and SCLC. The potential for this could be a game changer for SCLC. This is still a form of lung cancer that has a very poor prognosis. The 5-year survival rate is still only about 27%. There is a large opportunity for a DLL3 Antibody Drug Conjugate to make a huge impact for SCLC. The battle for DLL3 actually comes down to X China based companies. $ZLAB has some very powerful data with XX% ORR in DLL3. They are the leader in my opinion for this target."  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944817547909513313) 2025-07-14 17:53:31 UTC 30.2K followers, 8211 engagements "@Cb7Ape Technology. They have huge competition with existing drugs that work very well. They a huge cost that will make insurers resistant. The market potential is far less than investors think. I doubt they ever become profitable. I think $CRSP is in the same boat"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947629222832263273) 2025-07-22 12:06:06 UTC 30.2K followers, XXX engagements "Cash in my Oil & Gas portfolio earns X% at Fidelity so I don't need $SGOV. These companies are not bubbly but sure are not cheap either. They trade like oil is at $XX. Lucky for me my bonds pay a higher yield than the dividends"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946544290588393764) 2025-07-19 12:14:58 UTC 30.1K followers, XXX engagements "$AXSM doing an R&D day on brain health on July 21st"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945504182292619405) 2025-07-16 15:21:57 UTC 30.2K followers, 1943 engagements "I am looking at my 2nd even China biotech company today. The first one was $BGNE back in the day which is now $ONC. It was a huge success. Now I am looking at $ZLAB. I will let you know"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1933876965649650076) 2025-06-14 13:19:32 UTC 30.2K followers, 3918 engagements "Finished up the 10K's for $TWST $CDXS and $BLI. I tried to get one for $AMRS but none is available. Still have to wait as they didn't file one on time. Going to jump to genomics space while I wait. Starting with $NTVA and $PACB as I am debating increasing my positions down here"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1499715206875959296) 2022-03-04 11:55:43 UTC 30.2K followers, XX engagements "I went over $SRRK because I was very concerned about all the management changes they made recently. I went over the call for the changes. Then I dug into their resume's. I was impressed as the CEO David was with Alexion when I was an early investor. He helped take them into commercial and from a X drug to pipeline company. There are several members of the management team that came from Alexion. Two others came from Alnylam and Argenx. Two other companies that were big winners for me. All this leaves me cautiously optimistic. Then I listened to all of them on the earnings call and got a better"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1923710668852600977) 2025-05-17 12:02:18 UTC 30.2K followers, 1777 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Biotech2k1
"I might use one of my empty portfolios to build a China AI portfolio with names like $BABA $BIDU $NTES $PDD and $LI. While the US AI bubble is crazy bubbly these companies are very cheap. I would not rule out their disruptive potential either"
@Biotech2k1 on X 2025-07-14 13:30:10 UTC 30.2K followers, 3106 engagements
"I picked up X China Tech plays in my M1 finance portfolio to play a cheaper version of the AI play instead of super bubbly US companies. They are greatly underestimated and undervalued. I bought $BABA $BIDU $NTES $PDD and $LI" @Biotech2k1 on X 2025-07-14 19:35:39 UTC 30.2K followers, 3381 engagements
"I had X stocks left at Merrill that I have been waiting for a rally like this to sell them so I can close that account. I sold $SANA last week and $NTLA this week. I set up a sale for the third which is a very small balance of $CRBU I had that failed to sell when I sold the rest of it at $X way back. I set that sale for $X. That will clear me out of many CRISPR stocks as the hype comes back" @Biotech2k1 on X 2025-07-22 23:16:57 UTC 30.2K followers, 2222 engagements
"Looking at $CRNX: They had a big R&D day. They have several very exciting programs with Platusotine waiting for approval in Acromegaly. They are preparing to advance the next wave of drugs into the pipeline with SST3 TSH and PTH. They also have a very exciting Non Peptide drug Conjugate program for oncology which is very exciting. If all goes well I could easily see them moving up to one of my commercial all stars. They are probably the lead candidate for that move" @Biotech2k1 on X 2025-07-12 11:23:35 UTC 30.2K followers, 2148 engagements
"My Top XX Ideas list: I haven't done one of these in a long time. I own a lot of companies in biotech so here are the XX that I think could offer great opportunity. Please do your own DD. X. $INSM X. $BBIO X. $AXSM X. $ZLAB X. $CRNX X. $KYMR X. $MTSR X. $BEAM X. $WVE XX. $IDYA" @Biotech2k1 on X 2025-07-19 12:45:37 UTC 30.2K followers, 6588 engagements
"I know a lot of investors think its weak to take losses. The real truth is that learning when and how to take losses makes one a better investor. I always sell my losers into the huge rallies when I am pushing all time highs. That gives me cash to put to work in winners on a pullback. Loss aversion is a weakness. Learning to take losses when it best benefits you makes you a stronger investor. No investor is perfect. Take the losses and move on. That is what great investors do" @Biotech2k1 on X 2025-07-22 23:27:04 UTC 30.2K followers, 2272 engagements
"I am about half way through my CSS certification from Meta. I just finished my grid coding lab. I am also working on the JS course in parallel. I think I am XX% done CSS and XX% done Java" @Biotech2k1 on X 2025-07-19 14:23:03 UTC 30.2K followers, 2111 engagements
"$AXSM a lot of moving parts. Execution risk has been my biggest concern even before the delay to AXS-014 in Fibromyalgia. We will get earnings update for Q2 which will tell us if Auvelity is still growing strong. We will also here how the launch of Symbravo is going. I would like to hear more on the regulatory process for Alzheimer's Agitation and Narcolepsy as they are coming up. The have a huge R&D day coming on July 21st" @Biotech2k1 on X 2025-07-08 11:23:19 UTC 30.1K followers, 2564 engagements
"I haven't posted this portfolio in a long time. It's my crypto portfolio which now makes up a little over X% of all my investments" @Biotech2k1 on X 2025-07-16 15:28:15 UTC 30.2K followers, 3359 engagements
"@markland_55 No interest in what they're doing" @Biotech2k1 on X 2025-07-10 21:26:33 UTC 30.1K followers, XXX engagements
"My lowest cost shares I bought in $MTSR back at the April bottom are now up from $XX - $XX to $XX today" @Biotech2k1 on X 2025-07-14 16:04:56 UTC 30.2K followers, 2855 engagements
"I took the money I got from selling $ARWR yesterday and rolled it into $XENE today which brings in up to my XXXX% core position. From here on out it will have to earn by money by either succeeding on data to raise the value or by the stock selling off to offer better value for current fundamentals" @Biotech2k1 on X 2025-07-03 14:32:38 UTC 30.1K followers, 3578 engagements
"$BHVN: I gave them a rank of X. I was really excited about them because they had a huge pipeline with a lot of cool science going on plus they had a successful program with SCA but since then it got delayed and the FDA added an Adcom. That is a big risk now. They also had some failures in some of their other programs like SMA and Bipolar. They do have a very exciting pipeline of early stage drugs with their Mode Degraders that could be huge someday. That has put me back into a wait and see mode. I will have to update my perception of them as they put out new data" @Biotech2k1 on X 2025-06-19 11:52:16 UTC 30.2K followers, 2381 engagements
"@Sean65555013 I think Vyvgart in China will be a huge driver for them" @Biotech2k1 on X 2025-07-14 18:49:27 UTC 30.1K followers, XXX engagements
"In search of ideas as we approach levels where I will release all my low conviction names. I am very interested in early commmercial names after both $BPMC & $VRNA got bought out on me. I want big indications. That is the one thing big pharma has been buying. Something with quality management and long term potential. I think most these names I either own like $INSM $BBIO $AXSM & $ZLAB. Any suggestions" @Biotech2k1 on X 2025-07-10 20:23:11 UTC 30.2K followers, 7502 engagements
"$MTSR has been a huge winner while inside the lock up period. It goes off lock up at end of July. I suspect a huge flush will come going into or just after the lock up. The hot money will want to take that profit before insiders can. I love it long term so I have cash assigned to buy into any crash" @Biotech2k1 on X 2025-07-14 12:15:24 UTC 30.2K followers, 2332 engagements
"Let me build on my friends case. Successful biotech is a virtuois cycle. Data validates science which builds value and brings in more capital. The issue is that XX% of drugs that start phase X never make it to commercial. The risk in biotech investing is trading value in the form of validation for potential in the form of risk. He who takes the most risk (early stage) has the biggest reward and most risk in XX% failures. He who takes lower risk (late stage) makes lower potential but has far less risk. I have tried both. I lost money gambling on early stage but I made huge wins investing in" @Biotech2k1 on X 2025-07-19 16:22:51 UTC 30.2K followers, 4548 engagements
"I looked at the $COGT data this morning. It looks like pretty good data. I don't think they are going to overthrow the dominance of $BPMC with that data. It does make me feel a bit better about Blueprint being bought out. A lot of competition coming into their space" @Biotech2k1 on X 2025-07-07 11:15:34 UTC 30.1K followers, 3878 engagements
"@WassimLaroussi3 One correction. The $XBI is no longer an equal weight ETF. The changed it to a momentum weighted ETF now" @Biotech2k1 on X 2025-07-19 16:12:13 UTC 30.1K followers, XXX engagements
"$ARW: I gave them a rank of X to start. They have a PDUFA date for their first RNAi program. Their lead X drugs are all in the cholesterol and triglycerides space. This has massive competition and it's impossible to think anyone will get a huge market share. There is a lot of potential there if they can capture any market share. They do have X early stage programs around targeting obesity with RNAi. They could be a huge deal if they are successful. The whole company trades at just over $X billion market cap with about $XXX billion in cash. It seems very derisked for the level of potential if" @Biotech2k1 on X 2025-06-19 11:56:54 UTC 30.2K followers, 2158 engagements
"Sold out of all my $NLTA today. Half was in Merrill and half was in Robinhood. That gives me even more cash to put to work" @Biotech2k1 on X 2025-07-21 13:45:18 UTC 30.2K followers, 3045 engagements
"Looking at $BBIO: They are working on a very successful launch of Attruby in aTTR. They have multiple late stage programs in the works. They just had a good R&D day for Limb Girdle. I have been calling this a great deal since $XX and now its approaching $XX. I think it's still a good deal as it could grow XXX% over the next X to XX years if all these indications work out" @Biotech2k1 on X 2025-07-12 10:58:21 UTC 30.2K followers, 2615 engagements
"As a biotech investor I am constantly going through the indexes looking for good names. Today I looked briefly at $EXEL $UTHR and $NBIX. These are all commercial stage companies with sales and pipelines. They just not exciting to me. I think $EXEL has very slow sales growth and a very boring pipeline. $UTHR has a very good commercial platform but their pipeline with transplant is very scary. $NBIX has a good commercial platform and looks to have a good pipeline. I am just not finding anything that excites me" @Biotech2k1 on X 2025-07-15 12:14:29 UTC 30.2K followers, 2815 engagements
"My X year buy out list: $ARRY $LOXO $ARQL $RXDX $ECYT $AVXS $BOLD $JUNO and now $MNTA" @Biotech2k1 on X 2020-08-19 12:59:50 UTC 30.2K followers, XX engagements
"@PJamess69 I don't want to own stuff that I got to hope there is some big pharma will buy it. If I don't want it for XX years I don't want it for XX seconds" @Biotech2k1 on X 2025-07-11 11:04:28 UTC 30.2K followers, XX engagements
"@9parvin9 I sold $ACHR and $JOBY a while back. Its getting way to frothy" @Biotech2k1 on X 2025-07-14 18:51:04 UTC 30.2K followers, XXX engagements
"I listened to the replay of the recent $MTSR webcast. They have so many amazing things going on. X. No titration X. Monthly Dosing X. Low Toxicity X. Great data in GLP1 & Amylin X. Combo potential X. XX% less API This has to be the best Obesity play in the market. Warning: it is still in lock up so a stong correction could happen after" @Biotech2k1 on X 2025-07-17 00:56:25 UTC 30.2K followers, 4539 engagements
"So Far my new Research list has X names: $UTHR $BCRX $ORKA My new strategy is to put the vast majority of my weighting behind my X horsemen that are commercial and my X PDUFA stars that are nearing commercial. Then make many smaller bets on exciting companies. Then I will slowly weight them based on success buy buying more of those that impress me and not buying those that don't. You might see a lot of names in my portfolio but only a real proven winner would make any serious weighting" @Biotech2k1 on X 2025-05-21 14:22:11 UTC 30.2K followers, 1531 engagements
"Looking at $AXSM: I have been much more cautious on them. They have a lot of things going on with submissions with AXS-05 in Alzheimer's Agitation AXS-12 in Narcolepsy and AXS-14 in Fibromyalgia. They are also launching Symbravo while building out the sales force for Auvelity. The big concern for me was execution risk with so many irons in the fire. Then came the delay for Fibromyalgia. They have to do another phase X. Now I am waiting for earnings waiting to see if another issue pops up. If they can execute well it does have huge opportunity. I could see this growing XXX% to XXX% over the" @Biotech2k1 on X 2025-07-12 11:03:35 UTC 30.1K followers, 2375 engagements
"Looking at $XENE: This is one of my new companies and I am slowly building conviction in it. They have great data in phase X for their Kv7 program in Seizures. I have been building a position but am now waiting for Earnings to hear more" @Biotech2k1 on X 2025-07-12 11:36:03 UTC 30.2K followers, 2047 engagements
"The only company in the RNAi Space that would be even interested in is $WVE. $ARWR has been doing this for about XX years which XX I've been following them and they haven't really done much. $ALNY is it already fully mature company which offers very little upside at this point in my opinion. Thete seems to be some other players in this space but none of them seem to impress me" @Biotech2k1 on X 2025-07-18 15:59:31 UTC 30.2K followers, XXX engagements
"Apparently there is still one intelligent analyst out there. AI mania is worse than 1999's tech bubble Apollo's top economist warns" @Biotech2k1 on X 2025-07-19 12:14:03 UTC 30.2K followers, 2244 engagements
"$ZLAB up almost XX% on no news Must be an upgrade or something" @Biotech2k1 on X 2025-07-22 13:42:49 UTC 30.2K followers, 1793 engagements
"I am all caught up on my companies. What I will do today is give you a list of names out of all the companies I own that I think I love the most. They are: X. $INSM X. $BBIO X. $CRNX X. $KYMR X. $MTSR X. $WVE X. $BEAM" @Biotech2k1 on X 2025-06-29 12:27:54 UTC 30.1K followers, 7683 engagements
"My Crypto portfolio is approaching X% of my assets without me adding much to it. That means I need to direct more cash to other portfolios. I will stop buying as I think it's getting way too frothy" @Biotech2k1 on X 2025-07-19 12:21:32 UTC 30.2K followers, 1787 engagements
"The China tech stocks I bought only a few days ago or up over XX% already. $BABA $BIDU $NTES $PDD & $LI" @Biotech2k1 on X 2025-07-18 14:10:48 UTC 30.2K followers, 2975 engagements
"Looking at $CYTK: I have been super cautious of them since they had the mishap and delay with their PDUFA date. Now I think we have to wait for them to clear this hurdle and see what the label looks like. Their entire success will depend on how well they can compete against Camzyos" @Biotech2k1 on X 2025-07-12 11:26:45 UTC 30.1K followers, 2548 engagements
"I want to profile a potential huge treatment in Oncology. The target is DLL3 (Delta-like ligand 3). This is expressed in Neuroendocrine tumors and SCLC. The potential for this could be a game changer for SCLC. This is still a form of lung cancer that has a very poor prognosis. The 5-year survival rate is still only about 27%. There is a large opportunity for a DLL3 Antibody Drug Conjugate to make a huge impact for SCLC. The battle for DLL3 actually comes down to X China based companies. $ZLAB has some very powerful data with XX% ORR in DLL3. They are the leader in my opinion for this target." @Biotech2k1 on X 2025-07-14 17:53:31 UTC 30.2K followers, 8211 engagements
"@Cb7Ape Technology. They have huge competition with existing drugs that work very well. They a huge cost that will make insurers resistant. The market potential is far less than investors think. I doubt they ever become profitable. I think $CRSP is in the same boat" @Biotech2k1 on X 2025-07-22 12:06:06 UTC 30.2K followers, XXX engagements
"Cash in my Oil & Gas portfolio earns X% at Fidelity so I don't need $SGOV. These companies are not bubbly but sure are not cheap either. They trade like oil is at $XX. Lucky for me my bonds pay a higher yield than the dividends" @Biotech2k1 on X 2025-07-19 12:14:58 UTC 30.1K followers, XXX engagements
"$AXSM doing an R&D day on brain health on July 21st" @Biotech2k1 on X 2025-07-16 15:21:57 UTC 30.2K followers, 1943 engagements
"I am looking at my 2nd even China biotech company today. The first one was $BGNE back in the day which is now $ONC. It was a huge success. Now I am looking at $ZLAB. I will let you know" @Biotech2k1 on X 2025-06-14 13:19:32 UTC 30.2K followers, 3918 engagements
"Finished up the 10K's for $TWST $CDXS and $BLI. I tried to get one for $AMRS but none is available. Still have to wait as they didn't file one on time. Going to jump to genomics space while I wait. Starting with $NTVA and $PACB as I am debating increasing my positions down here" @Biotech2k1 on X 2022-03-04 11:55:43 UTC 30.2K followers, XX engagements
"I went over $SRRK because I was very concerned about all the management changes they made recently. I went over the call for the changes. Then I dug into their resume's. I was impressed as the CEO David was with Alexion when I was an early investor. He helped take them into commercial and from a X drug to pipeline company. There are several members of the management team that came from Alexion. Two others came from Alnylam and Argenx. Two other companies that were big winners for me. All this leaves me cautiously optimistic. Then I listened to all of them on the earnings call and got a better" @Biotech2k1 on X 2025-05-17 12:02:18 UTC 30.2K followers, 1777 engagements