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[@Biotech2k1](/creator/twitter/Biotech2k1)
"@GenPolComm There are several I like but I personally dont own them. I think $VRTX is way too bubbly buy I like $GILD and $AMGN"  
[X Link](https://x.com/Biotech2k1/status/1979556786052166099) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T14:34Z 32.4K followers, XXX engagements


"I had a great chat today with AI. I used multiple to ensure I got a broad response on the topic of TechBio and the use of AI and Machine Learning in drug development. I was happy to see they all had a practical perspective on the use of AI in drug discovery. They admit the level of hype in the space while acknowledging the real advanced Machine Learning has made in the preclinical phases of drug discovery with target identification and modeling. I even asked them to pick the best of the best names for this space"  
[X Link](https://x.com/Biotech2k1/status/1971904773570924656) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-27T11:48Z 32.4K followers, 2997 engagements


"After my chat with Xai and ChatGTP I came away with X names but both admitted these companies were very overvalued and approaching bubbly from value metric due to the AI hype. I will add them to my watch list for when the bubble pops. They are $TEM and $CAI. I think a XX% correction would offer a good place to start"  
[X Link](https://x.com/Biotech2k1/status/1971906932022624401) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-27T11:57Z 32.4K followers, 2251 engagements


"@Zahid_OK_ I am never selling $BBIO unless it has fundamental issues"  
[X Link](https://x.com/Biotech2k1/status/1979627917773877476) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T19:17Z 32.4K followers, XXX engagements


"$CLDX looks interesting with their KIT monoclonal antibody. Could be a decent competitor for Blueprint which got bought out. Has some good data in at least one indications thus far"  
[X Link](https://x.com/Biotech2k1/status/1956357511130362294) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-15T14:09Z 32.4K followers, 1672 engagements


"I am adding IPF to my numbers for $INSM valuation. They are jumping right into IPF with a phase X trial after the data from $UTHR. They have the best in class asset in this category with TPIP. The faster they can get to market the more market share they can steal. TPIP could be another $X billion block buster. Ya you heard that. Peak sales for this company could exceed $XX billion someday"  
[X Link](https://x.com/Biotech2k1/status/1966217439613694246) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-11T19:09Z 32.4K followers, 4007 engagements


"The only C companies that looked good were $CRNX and $CYTK which I already own. I will do the D's tomorrow"  
[X Link](https://x.com/Biotech2k1/status/1973890064657600903) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-02T23:17Z 32.4K followers, 3938 engagements


"I added several companies to my Biotech list that I don't own but I do really like the companies. They are $UTHR $SMMT $EXEL & $MDGL. That way I get news from their posts"  
[X Link](https://x.com/Biotech2k1/status/1974248495868481901) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T23:01Z 32.4K followers, 4109 engagements


"Some undervalued companies I am still playing base on the underappreciation for their fundamentals and value. $CRNX my value = $XX $TVTX my value = $XX $VKTX my value = $XX $XENE my value = $XX $AKRO my value = $XX $SPRB my value = $600"  
[X Link](https://x.com/Biotech2k1/status/1976029863078494520) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-08T21:00Z 32.4K followers, 10.1K engagements


"Today I sold out of $AKRO because of the buyout. I hate to see this one go becauae I really like the company. I thought I was just getting started with this position. Now I have to go find something new"  
[X Link](https://x.com/Biotech2k1/status/1976326563802321365) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T16:39Z 32.4K followers, 3089 engagements


"Bought a starter in $DNLI. I had owned it in the past and I think there rare MPS diseases could be a great winner as they have several in the works and they could all get fast tracked on all of them"  
[X Link](https://x.com/Biotech2k1/status/1976354435900244009) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T18:29Z 32.4K followers, 4793 engagements


"I spent the last X hours reading the $TVTX 10K. Next up will be to read the $DNLI 10K. This is one thing AI can not replace. That actual getting to know a company by reading the 10K and making good sound decisions"  
[X Link](https://x.com/Biotech2k1/status/1976632029816238465) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T12:52Z 32.4K followers, 2571 engagements


"Added a little $DNLI then fixed all my typos from yesterday"  
[X Link](https://x.com/Biotech2k1/status/1976655999772860696) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T14:28Z 32.4K followers, 6819 engagements


"I bought a starter in $IMNM today. I love the ADC and Radioligand spce. I love it even more with Clay Segal as CEO. Sgen was one of my great winners"  
[X Link](https://x.com/Biotech2k1/status/1977733971506065546) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-13T13:51Z 32.4K followers, 3326 engagements


"I nibbled a little $PRAX $DNLI and $APGE today. My cost basis on $PRAX jumped from $XX to $XX with paying up. I can average down later once the bubble pops in biotech"  
[X Link](https://x.com/Biotech2k1/status/1979197976099602590) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T14:49Z 32.4K followers, 2781 engagements


"@sharedResonance I have a friend who love and owns $VZ. I rather dividend growth vs dividend now companies but that depends on your needs. If you are old then you want the big dividend now. If you are younger then you want something that could be a big dividend in XX or XX years"  
[X Link](https://x.com/Biotech2k1/status/1979248006453985687) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T18:07Z 32.4K followers, XX engagements


"I got X commercial stage biotech names that I do like but I do not own right now. I would if biotech ever sold off and they got cheap again but I think they are all fully valued right now. They are $UTHR $EXEL $MDGL and $SMMT"  
[X Link](https://x.com/Biotech2k1/status/1979585374755164454) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T16:28Z 32.4K followers, 5294 engagements


"$SMMT data today looks best in class. This could be a $XX to $XX billion drug. $XX billion market cap may be cheap compare to where it could go. There is still a 10x potential in this company. Lets see how it acts tomorrow. If it is muted I will have to jump in"  
[X Link](https://x.com/Biotech2k1/status/1979959549713858927) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T17:15Z 32.4K followers, 32.1K engagements


"@Banana_Oncology BMS with Opdivo"  
[X Link](https://x.com/Biotech2k1/status/1980004300118978968) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T20:13Z 32.4K followers, XXX engagements


"$UTHR looks interesting until you realize its commercial drugs are under pressure from $LQDA and its early stage pipeline will probably never work. That xenotransplant is a cool science project but it is not investable"  
[X Link](https://x.com/Biotech2k1/status/1955951737765777498) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-14T11:16Z 32.4K followers, 2599 engagements


"$BMRN was one of my biotech companies back in the day when I owned things like Celgene Regeneron Alexion and Biomarin. I sold it when it was $XXX because I thought RNAi and Gene Therapies/Editing would disrupt their business in rare disease. I seem to have been right. I don't see a reason to come back"  
[X Link](https://x.com/Biotech2k1/status/1955957186904961534) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-14T11:38Z 32.4K followers, 1961 engagements


"Looking at the pipelines I did a valuation model on $APGE $SYRE and $ORKA. I do not like the pipeline for $JBIO and $CBIO"  
[X Link](https://x.com/Biotech2k1/status/1956735821643423991) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-16T15:12Z 32.4K followers, 1780 engagements


"I have spent the last few days going over the Webcast replays for my companies as there have been several conferences in September. I went through X for $INSM X for $BBIO which was actually a data call X for $AXSM X for $ZLAB X for $CRNX and X for $CYTK. I even updated some numbers along the way. Today I will continue to go through calls and pull out pearls of information"  
[X Link](https://x.com/Biotech2k1/status/1966469230095679869) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-12T11:49Z 32.4K followers, 6774 engagements


"Everyone telling me I am wrong when I say the dosing and efficacy for TPIP from $INSM is superior to $UTHR and $LQDA so I did more digging. I could not find any evidence to the contrary so I asked Grok to analyze the data across all X programs. Grok came to exact same conclusion I did"  
[X Link](https://x.com/Biotech2k1/status/1966580429957599579) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-12T19:11Z 32.4K followers, 4049 engagements


"I nibbled a little $INSM and $BBIO today to increase my positions size as they are my top X picks. It only marginally raises my already very low DCA"  
[X Link](https://x.com/Biotech2k1/status/1966584983763505585) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-12T19:29Z 32.4K followers, 2802 engagements


"One of the things I have done with doing research is deploying multiple AI sources like Grok Copilot and Gemini to help me analyze data and get unbiased feedback on investment decisions. I will feed them a question like who has the best Teprostinil drug out of $UTHR $LQDA and $INSM. This gives me another source of research in the modern age. I prefer Grok because it also uses all the X posts to help generate data. All this and they are all free. They spent billion upon billions to build AI I now use for free lol"  
[X Link](https://x.com/Biotech2k1/status/1966638392554504438) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-12T23:01Z 32.4K followers, 3463 engagements


"@3primeAnalytica I own $BBIO and X of X picked $ALNY so I am just accepting the data. Do what you want with it"  
[X Link](https://x.com/Biotech2k1/status/1966647296587600150) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-12T23:37Z 32.4K followers, XXX engagements


"@TohJah7809 Very comparable but safety goes to $IDYA but some endpoints do support $ZLAB. I thinl they will compete well with each other"  
[X Link](https://x.com/Biotech2k1/status/1966875127980978671) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-13T14:42Z 32.4K followers, XXX engagements


"Meta AI: To determine which is better between $IDYA (IDEAYA Biosciences) and $ZLAB (Zai Lab) based on DLL3 data let's break down the key points from the available data. DLL3 Targeting Therapies Both companies are developing therapies targeting DLL3 a protein often overexpressed in small-cell lung cancer (SCLC) and neuroendocrine tumors (NETs). IDEAYA Biosciences ($IDYA) IDE849 (SHR-4849): A first-in-class DLL3-targeting TOP1 payload antibody-drug conjugate (ADC) with promising Phase X data. Efficacy: XXXX% overall response rate (ORR) in second-line SCLC patients and XXXX% ORR across all"  
[X Link](https://x.com/Biotech2k1/status/1966928636872978774) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-13T18:15Z 32.4K followers, 1859 engagements


"Chat GTP: To conduct an analysis of the DLL3 data from $IDYA (Ideaya Biosciences) and $ZLAB (Zai Lab) we would need to focus on several key factors including the status of the DLL3-targeted therapies they are developing clinical trial results market positioning and financial outlook. Since I dont have access to real-time financial data or proprietary clinical trial data I can guide you through the steps and considerations to make a well-rounded comparison. Heres what we can look at: X. Overview of DLL3 and its Role in Cancer Therapy: DLL3 (Delta-like 3) is a protein that is typically"  
[X Link](https://x.com/Biotech2k1/status/1966928639523484137) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-13T18:15Z 32.4K followers, 3101 engagements


"$AXSM Axsome Therapeutics Highlights Data Across Its Leading Neuroscience Pipeline at Psych Congress 2025"  
[X Link](https://x.com/Biotech2k1/status/1968272512028143639) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-17T11:15Z 32.4K followers, 2664 engagements


"This is how buying value works. In July I started buying China Tech as the valuations were so cheap compared to bubbly US tech. Its only X months and I am up over XX% on this portfolio. $BIDU +75% $BABA +59% $NTES +30% PDD + XX% $FUTU +15% $XPEV +1% and $QFIN -14%. I looked today and the valuations still are not over XX P/E vs XX P/E's for US tech"  
[X Link](https://x.com/Biotech2k1/status/1968636018745094483) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-18T11:19Z 32.4K followers, 2994 engagements


"First move I made today as part of my new strategy was to take the XX% cash I have at M1 in my high yield savings and moved it to the brokerage to buy $BND and $FND as the rates on high yield savings are now down below X% and I can get X% + from bonds. I will buy some $BND and $FBND every pull back until I put all that cash to work"  
[X Link](https://x.com/Biotech2k1/status/1969033537585074581) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-19T13:39Z 32.4K followers, 2320 engagements


"I sold $MAIN $NU and $SLG in my Financials portfolio. This reduces that portfolio to only X% stock but no way I am buying anything in financials at these levels. I will got XX% bonds instead and actually get paid to wait for the bubble to pop"  
[X Link](https://x.com/Biotech2k1/status/1970151882091049124) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-22T15:43Z 32.4K followers, 1871 engagements


"Sold all of $MLTX this morning after it failed in its phase X trail. That is part of the biotech investing game. Took the loss and moved on"  
[X Link](https://x.com/Biotech2k1/status/1972727708405965006) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T18:18Z 32.4K followers, 2955 engagements


"I bought a starter position in $UTHR today. This is a bigger already commercial company for me. I know they have some issues which is why I passed on them in the past. They have challengers to Tyvaso but they do have a strong lead in big commercial area like IPF. They also have some next gen drugs in the works in this space plus the xenotransplant stuff"  
[X Link](https://x.com/Biotech2k1/status/1972734671109902614) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T18:46Z 32.4K followers, 2881 engagements


"$MTSR last night putting up some best in class GLP1 data and showing why $PFE bought up these key assets. A strong XXXX% weight loss at XX weeks no plateau in the weight loss at that time and a record low XXX% discontinuation rate. Shame it wont have a chance to rocket higher on this data due to the buyout. I am holding and getting my other $XXXXX from $PFE. That will turn my $XX per share investment into $XX in just a few years"  
[X Link](https://x.com/Biotech2k1/status/1972972033605509611) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-30T10:29Z 32.4K followers, 6761 engagements


"Sold out of all my $MGX. This company is leftover from my old strategy. It has very little data to validate any of its science. I sold it all today at $2.30"  
[X Link](https://x.com/Biotech2k1/status/1973112066979278925) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-30T19:45Z 32.4K followers, 4738 engagements


"One thing I like to do into the froth of a sector like the current $XBI is to go over every company in my portfolio and analyze it. I determine if its a core position and what it still has to prove to me for me to keep it at these lofty valuations. I want to do that today before I go back to building my shopping list for the next crash. That lets me clean out all the weak ideas and replace them with better ones"  
[X Link](https://x.com/Biotech2k1/status/1974053615091294413) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T10:07Z 32.4K followers, 4403 engagements


"Sold out of $UTHR as the valuation is way too bubbly for the high level of risk from better drug competition and the high risk of failure in Xenotransplant. I felt like I made a mistake cashing FOMO on this one so I fixed it"  
[X Link](https://x.com/Biotech2k1/status/1974121034405306524) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T14:35Z 32.4K followers, 1686 engagements


"@17thfellow $INSM and $BBIO are the companies that I would love to own more but not up here"  
[X Link](https://x.com/Biotech2k1/status/1974192894098706823) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T19:20Z 32.4K followers, XXX engagements


"I bought a starter in $TVTX. This will be my replacement to keep my XX positions after the $MTSR buyout. Its a bit higher risk position but if my research is right this could be worth a lot more than it is trading for. I plan to weight it for the level of risk"  
[X Link](https://x.com/Biotech2k1/status/1975281084352123322) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-06T19:24Z 32.4K followers, 2472 engagements


"Still running my fade the bubble 2021 playbook that got me to XX% cash before in bubble popped. As we go higher I plan to peg my cash levels to the $XBI level. I have my plan already set to collapse from XX companies down to a key XX and then reduce them if it gets really bubbly like 2021. At $XXX I will sell some to get to XX% cash. That is the next step. I don't mind buying the froth as I know I can always dump later for more profits"  
[X Link](https://x.com/Biotech2k1/status/1975505686021689766) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-07T10:17Z 32.4K followers, 2946 engagements


"Here is my core 12: Commercial: $INSM $BBIO $AXSM $CRNX Late Stage: $CYTK $SRRK $VKTX $XENE Mid Stage: $IDYA $WVE $APGE $KYMR"  
[X Link](https://x.com/Biotech2k1/status/1975510413849554969) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-07T10:36Z 32.4K followers, 2369 engagements


"Okay I'm going to be the one that says it. $INSM he's getting really freaking bubbly going into its first earnings after approval. I would suspect this thing pops after the first earnings"  
[X Link](https://x.com/Biotech2k1/status/1975655603721687078) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-07T20:12Z 32.4K followers, 2794 engagements


"The sacrificial lambs to be sold into FOMO"  
[X Link](https://x.com/Biotech2k1/status/1976225548822249639) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T09:57Z 32.4K followers, 2153 engagements


"My only value disparity plan I have right now is $SPRB but there is some value left in $CRNX $VKTX $XENE $TVTX and $AKRO in my opinion"  
[X Link](https://x.com/Biotech2k1/status/1976225983587070269) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T09:59Z 32.4K followers, 2340 engagements


"You got to be kidding me $AKRO That is X in X year. Now I got to find a replacement"  
[X Link](https://x.com/Biotech2k1/status/1976230507781456084) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T10:17Z 32.4K followers, 4601 engagements


"Yesterday I sold out of $MTSR. I sold it because of the buyout. I wanted to raise some cash. It seemed like the right company to sell at the time"  
[X Link](https://x.com/Biotech2k1/status/1976326156241731607) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T16:37Z 32.4K followers, 1502 engagements


"@QueenBioInvest $CRSP treated XX patients in a whole X years which proves my point"  
[X Link](https://x.com/Biotech2k1/status/1976613390908006576) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T11:38Z 32.4K followers, XXX engagements


"I double dipped a little $DNLI here at $XXXXX to bring it up to XXXX% position. This is my replacement for $AKRO which was my replacement for $MTSR"  
[X Link](https://x.com/Biotech2k1/status/1976695483167805553) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T17:05Z 32.4K followers, 2700 engagements


"I think I found a very interesting name for an asymmetric investment. Its a smaller cap company with enough data to get my interest. Its in some very big indications where it could have huge upside if it works. I need to spend some time digging into that data since it is in my core area of immunology. I want to look at the mechanism of action the dosing and the data. I also need to compare it to other big drugs in the same indications. You can try to guess the name but I won't tell you until I am ready lol"  
[X Link](https://x.com/Biotech2k1/status/1978206629771305096) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-14T21:09Z 32.4K followers, 11.4K engagements


"I got my REITs picked and will swap out my financials tomorrow by selling $JPM $HIG $CB $AXP and $COF. I have decent gains in all them. I will replace them with X REITs which will do well when the market bubble pops. That is one more defensive move I can make into the mania. I also built a M1 pie for Consumer Staples but I am not ready to sell the companies in that portfolio yet so that can wait yet"  
[X Link](https://x.com/Biotech2k1/status/1978590825144799463) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-15T22:36Z 32.4K followers, 3233 engagements


"My biotech hit an all time new high again today exceeding the 2021 peak by XX% now while $XBI is still at $XXX. Strategy. This is why I am fading just like 2021"  
[X Link](https://x.com/Biotech2k1/status/1978829223407067360) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T14:23Z 32.4K followers, 2908 engagements


"Yesterday $PRAX closed at $XXXX billon market cap. This win in phase X today adds a good $X billion in valuation alone. The rest of the pipeline is woth at least another $X billion. My new price value is $XXX. And they better raise cash tonight"  
[X Link](https://x.com/Biotech2k1/status/1978830031896924549) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T14:26Z 32.4K followers, 1886 engagements


"I bought my X REITs in my Financial portfolio with $O $SLG $ADC $STAG and $LTC. I did not sell the rest of my financial yet as they all go wrecked today"  
[X Link](https://x.com/Biotech2k1/status/1978864702412255486) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T16:44Z 32.4K followers, 1990 engagements


"@Loving_pharma Bitcoin is always cheap as it will take over for gold in the next decade"  
[X Link](https://x.com/Biotech2k1/status/1979316231967772904) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T22:38Z 32.4K followers, XXX engagements


"Position sizing is something all investors use to be successful. Weighting a company by risk. I set limits to the size of any company's position based on validation. Here are mine. Commercial is XXX% $INSM $BBIO $AXM and $ZLAB PDUFA Date is X% $CRNX $CYTK $SRRK and $BHVN Phase X is X% $VKTX and $XENE Phase X is X% $KYMR $MTSR $BEAM $WVE $IDYA $EWTX and $PRAX Pre Phase X is X% $ABSI $MGX and $PRME"  
[X Link](https://x.com/Biotech2k1/status/1953829149568602486) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-08T14:42Z 32.4K followers, 7435 engagements


"$KYMR is one of my companies. I think they have massive potential in the I&I space but you can read about them in my other threads"  
[X Link](https://x.com/Biotech2k1/status/1956415855442501687) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-15T18:01Z 32.4K followers, XXX engagements


"$IMVT I remember from my days investing in the FcRn space with $ARGX. I can't believe they are still going after that indication after all these years. I am more surprised they still haven't gotten to market in all these years"  
[X Link](https://x.com/Biotech2k1/status/1956416759038112235) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-15T18:04Z 32.4K followers, 1029 engagements


"I crunched the numbers on $UTHR. This is what I got. I am using ChatGTP and Grok to run the same analysis and give me their numbers. Usually they are similar"  
[X Link](https://x.com/Biotech2k1/status/1972746501794513104) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T19:33Z 32.4K followers, 2457 engagements


"I will sum up my thoughts on $UTHR based on what ChatGTP told me because I think it nails this investment. They are a strong commercial company that could be a strong asymmetric bet with their Xenotransplant. It has a strong platform from which to launch high risk/high reward programs. I will weight them accordingly until we get to see some Xenotransplant data"  
[X Link](https://x.com/Biotech2k1/status/1972751239000789429) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T19:52Z 32.4K followers, 2872 engagements


"Going over the 10K for $UTHR because that is the kind of "fun" I like to have. I found the section on their factory they are building for Pigs for Xenografts. It cost $XX million to build to produce XXX organs a year. Just to pay for that in XX years would require them to charge $60000 per organ Can this really be profitable They are planning at least X or X of these facilities for commercial scale. Anyone know more about this kind of manufacturing"  
[X Link](https://x.com/Biotech2k1/status/1972790100766408818) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T22:26Z 32.4K followers, 3573 engagements


"When $XBI gets to $XXX I slated $UTHR $LQDA and $MTSR to dump. Save myself the time of writing profiles on these companies after Q3 earnings. I like them but not at these bubbly prices. That is my next wave of "For Sale" stocks. I also plan to add more $LABD at $XXX which is the old high for biotech of the last X years. I am not sure if biotech investors will repeat the bubble so quickly of 2020. Maybe I have a lot of stock to sell if they do"  
[X Link](https://x.com/Biotech2k1/status/1973416598104109540) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-01T15:55Z 32.4K followers, 3532 engagements


"I am strongly thinking I will dump $UTHR today if the bubble in biotech continues. It was a fun trade but there is way too much risk and not enough value left in it for that risk. I will take my nice trade and wait for it to either crash in price or prove some Xenotransplant data. I honestly never own companies over $XX billion market cap so I should stick to that rule. Law of diminishing returns"  
[X Link](https://x.com/Biotech2k1/status/1974071425389486487) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T11:17Z 32.4K followers, 5345 engagements


"Grok agrees with my base valuation on $SPRB"  
[X Link](https://x.com/Biotech2k1/status/1975927051065364733) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-08T14:11Z 32.4K followers, 11.1K engagements


"I will be the one to say it again. The biotech investor dream is the company that grows from small cap to the next $REGN $VRTX or $INSM. Any CEO who sells big pharma is denying their investors the dream. A buyout is never in best interest of shareholders. $AKRO could have been one of them with a drug like that. Best to find out realy they dont have the right stuff to go the distance"  
[X Link](https://x.com/Biotech2k1/status/1976235157464973398) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T10:35Z 32.4K followers, 6959 engagements


"Yesterday I bought a starter in $SPRB. I think this is a strong value play. The company is seriously undervalued compared to the potential for the drug. I don't know much about the management but I'm willing to take a small speculative bet on the valuation"  
[X Link](https://x.com/Biotech2k1/status/1976325924393189646) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T16:36Z 32.4K followers, 1125 engagements


"I get the feeling that $DNLI is at that $ALNY moment where it has finally got a PDUFA data for its transport technology which could eventually lead to a big and broad pipeline. The only difference is the market has not figured it out yet. It took a long time for them to catch on to $ALNY too"  
[X Link](https://x.com/Biotech2k1/status/1976643833795334313) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T13:39Z 32.4K followers, 4761 engagements


"My trading station includes a couch pillow blanket remote and oh my cell phone lol"  
[X Link](https://x.com/Biotech2k1/status/1978601585543348288) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-15T23:19Z 32.4K followers, 5743 engagements


"@Loving_pharma How do you value any currency Do you really sit down and calculate printing a d energy costs"  
[X Link](https://x.com/Biotech2k1/status/1979320489794236876) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T22:55Z 32.4K followers, XX engagements


"I had Grok analyze my portfolio for foreign manufacturing risk due to tariffs. X names got flagged with $ZLAB and $LQDA. I will have to be cautious on them based on manufacturing and sales. I know all of $ZLAB's sales are China"  
[X Link](https://x.com/Biotech2k1/status/1971369395994943951) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-26T00:21Z 32.4K followers, 3785 engagements


"$INSMis a dominante core position with X potential best in class blockbuster drugs in the making. Sales for Brinsupri will be a key driver for next year or two. TPIP remaining best in class is key. $BBIO is a core position as it has a best in class aTTR drug. Sales growth will be key along with late stage data from other programs. They will drive future growth. $AXSM is a core as it has a very broad pipeline. Auvelity sales will be key in near term as the rest of late stage develops. New Symbravo sales will be key to sucess. $CRNX is core as long as they do well as a commercial organization."  
[X Link](https://x.com/Biotech2k1/status/1974055440905359803) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T10:14Z 32.4K followers, 1384 engagements


"I think I am out of the AI penalty box so I am going back to my research looking for good companies. I went from A to N in the $NBI so far and found X company I didn't already own that I wanted to own with $AKRO. Let me see if I can find another since I will soon have $MTSR cash to reinvest"  
[X Link](https://x.com/Biotech2k1/status/1974194784026628337) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T19:28Z 32.4K followers, 2603 engagements


"Financials getting wrecked today so I wont sell them but I did use the drop in $SLG to start a position"  
[X Link](https://x.com/Biotech2k1/status/1978823562677878852) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T14:01Z 32.4K followers, 1823 engagements


"@PGainz96934 AI analysis only confirms my take on the data"  
[X Link](https://x.com/Biotech2k1/status/1979873396222808487) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T11:32Z 32.4K followers, XX engagements


"$ZLAB is my newest commercial company replacing $VRNA which was my replacement for $BPMC lol. I really like the China market play but I fully admit this company has some issues that give me pause until I see more. They have some amazing drugs in China like Vyvgart. This should be selling like crazy but it hasn't been. Their year over year sales for the company were only modestly higher. I need to see them start to show some momentum or they won't hit their guidance which will be very bad for my opinion of management. I plan for a XXX% capped position until I see more to relieve my concerns."  
[X Link](https://x.com/Biotech2k1/status/1964316789451465214) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-06T13:16Z 32.4K followers, 3055 engagements


"$ZLAB and $IDYA running close on data in DLL3 which could be a huge blockbuster target"  
[X Link](https://x.com/Biotech2k1/status/1966895213181628565) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-13T16:02Z 32.4K followers, 2546 engagements


"The only thing I got done today for stocks was to go over some of the webcast from the $ZLAB. Quiet day just relaxing before back to the stock grind tomorrow"  
[X Link](https://x.com/Biotech2k1/status/1967337055262027972) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-14T21:17Z 32.4K followers, 3071 engagements


"I nibbled a little $ZLAB $LQDA $XENE and $IDYA. I set a buy for some $SRRK but its rallying and I will be patient if it sells back off"  
[X Link](https://x.com/Biotech2k1/status/1970485446330216791) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-23T13:48Z 32.4K followers, 2795 engagements


"Last time I used AI to help me find a replacement for my $MTSR which got bought out it came up with several ideas of which I bought $AKRO. Now I am back to using AI to generate more ideas to replace $AKRO"  
[X Link](https://x.com/Biotech2k1/status/1976261418262364413) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T12:20Z 32.4K followers, 3339 engagements


"Still working my way through the $XBI looking for any good ideas. I found X so far that I did not already own with $IMNM"  
[X Link](https://x.com/Biotech2k1/status/1977338543501689065) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-12T11:40Z 32.4K followers, 2600 engagements


"@PGainz96934 $LLY drug outperforms $ALT drug on every metric. That is why the stock is down XX% this year. The data is clear and simple to anyone who wants to see it"  
[X Link](https://x.com/Biotech2k1/status/1979880358163448069) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T12:00Z 32.4K followers, XXX engagements


"@adirondackback @sgonza33 @PGainz96934 No LLY show XX% resolution of MASH in patients taking their Obesity drug. It does both"  
[X Link](https://x.com/Biotech2k1/status/1980021950622900265) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T21:23Z 32.4K followers, XX engagements


"This is my back of the napkin valuation for $EXEL based on very conservative numbers for Cabo Zanzal and early stage programs"  
[X Link](https://x.com/Biotech2k1/status/1956010763400642906) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-14T15:11Z 32.4K followers, 2575 engagements


"$BABA leading a monster rally in big cap China Tech. I still own $BABA $BIDU $NTES $FUTU $BILI and $QFIN. Yesterday I sold $LI and replaced it with $XPEV. happy will all but $QFIN right now. I might swap it when I find something more compelling. Ideas Can't be Tencent as my broker does not carry them"  
[X Link](https://x.com/Biotech2k1/status/1961497169829269893) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-29T18:32Z 32.4K followers, 3045 engagements


"I sold $HWM $HEI and $ERJ in my Aerospace portfolio to bring it down in line with XX% stocks. I am XX% bonds and XX% cash. I will put the rest of my cash into bond on a pull back. That will give me my XX% stocks/ XX% bonds until the bubble pops"  
[X Link](https://x.com/Biotech2k1/status/1970149792811753877) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-22T15:34Z 32.4K followers, 2024 engagements


"$ZLAB has been disappointing on hitting its own sales goals for X quarters now. It has to demonstrate to me it can deliver before I can make it a core position. It has a strong DLL3 drug but it has to start delivering sales growth or it has to go. $UTHR will probably get sold soon. It has a good commercial drug and some good expansion with IPF but it has fierce competition from suoerior drugs. It has to either get cheaper to warrant the risk or I have to sell and wait fkr good Xenotransplant data to validate. $LQDA is the underdog in the lung space. Its sales will be XXX% linked to its fate."  
[X Link](https://x.com/Biotech2k1/status/1974056852632621223) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T10:20Z 32.4K followers, 1286 engagements


"$CYTK is a contender for a core position. It needs to get Aficamten approved and it needs a best in class label to compete. $SRRK is a contender for a core position. It needs to get its manufacturing fixed and get Apitegromab approved. $BHVN is a contender for a core position. It has to get SCA approval to become a core position. Too many failures along the way for anything less"  
[X Link](https://x.com/Biotech2k1/status/1974062741062025305) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T10:43Z 32.4K followers, 1911 engagements


"I made my first ever crypto Exchange today. I had quite a bit of old $BUSD in my trust wallet. Today I went finally swapped it for Tether. Now I have to see about what my tax guy will have to say about it. I think overall I actually took a small loss because of the fee"  
[X Link](https://x.com/Biotech2k1/status/1974585715318313386) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-04T21:21Z 32.4K followers, 3056 engagements


"I tried to crunch the numbers as best as I could with the 563000 shares out after the 75/1 reverse split in August. The diluted today by about 503000 for the stock sales and another 234000 for the Warrants. If my math is right then $SPRB is worth $XXX per share"  
[X Link](https://x.com/Biotech2k1/status/1975913221581427148) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-08T13:16Z 32.4K followers, 105.3K engagements


"Here is my new Spec that will be going on my "Watch List" for Monday. It is $IMNM which is run by the Original Clay Segal from Seagen back in the day. That was one of my core oncology companies for many years. They have X late stage program in phase X and X others in early stage. The data looks promising from phase X. I crunched the numbers and it still looks under valued. Next up I will take the weekend and read the 10K"  
[X Link](https://x.com/Biotech2k1/status/1976776667252076805) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T22:27Z 32.4K followers, 4172 engagements


"Here is my valuation for $IMNM using conservative numbers"  
[X Link](https://x.com/Biotech2k1/status/1976789551650906402) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T23:18Z 32.4K followers, 3372 engagements


"I finished my DD on $IMNM and made room in my portfolio for it for Monday. I have X companies I pushed into a category "Specs" which are the ones I would be willing to sell if the $XBI froth continues. That would allow me to keep my cash requirements. If this ends up being the top I will end up moving them back to where they belong as I don't dislike those companies. I sold all the bad companies already. I still think the bubble rages on and we see $XBI $XXX before it pops"  
[X Link](https://x.com/Biotech2k1/status/1977000012514025729) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-11T13:15Z 32.4K followers, 2978 engagements


"All $SRRK has to do is make a deal with royalty pharma for $XXX mil cash for XX% of the revenues. Fixing their cash will crush the shorts. Its a short term problem for a important drug in SMA"  
[X Link](https://x.com/Biotech2k1/status/1977732423220604961) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-13T13:45Z 32.4K followers, 5272 engagements


"I used today's weakness to make my bigger buy in $DNLI to finish off my starter position at XXXX% position. From here on out it will depend on value or fundamentals to make me build my position. I also nibbled a little $IMNM"  
[X Link](https://x.com/Biotech2k1/status/1978095324221559011) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-14T13:47Z 32.4K followers, 2882 engagements


"Sold $SPRB to meet my cash requirements. I think its a great story but I dont know the management and that makes it low conviction"  
[X Link](https://x.com/Biotech2k1/status/1978817053457776947) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T13:35Z 32.4K followers, XXX engagements


"Sold $IMNM as I have to reach my cash requirement. I think its a very cool story but its a lower conviction stock for me. I took my fast easy 18%"  
[X Link](https://x.com/Biotech2k1/status/1978817707534389314) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T13:38Z 32.4K followers, 1076 engagements


"I had X portfolios that were outperforming this year with biotech crypto and China Tech. Today I took my profits in my China Tech portfolio to lock them in. I have $BABA up XX% $BIDU up XX% $BILI up XX% $NTES up XX% and $FUTU up 2%. That is just since July 1st. I am locking in those gains so I can rotate to the next value play. I am looking at beaten down consumer staples"  
[X Link](https://x.com/Biotech2k1/status/1979182301356433614) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T13:46Z 32.4K followers, 2748 engagements


"I picked my X consumer staples and they should be bought by now with the M1 3pm window. I went with $PEP $CLX $MKC $FDP and $PG. I am about as defensive as I can possibly get right now as in depth study and AI agee that valautions are crazy right now"  
[X Link](https://x.com/Biotech2k1/status/1979265236562505780) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T19:16Z 32.4K followers, 2592 engagements


"My open post. I haven't done one of these in a long time as you get XXX spam replies as soon as you do. I only let people I follow reply to post to avoid the bots and spam. If you want me to follow you so you can reply to my posts just comment here and I will follow you"  
[X Link](https://x.com/Biotech2k1/status/1979515063300968679) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T11:49Z 32.4K followers, 15.6K engagements


"@DuncanMacleod22 All the due diligence I needed in the company SEC filings"  
[X Link](https://x.com/Biotech2k1/status/1979634195694809333) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T19:42Z 32.4K followers, XXX engagements


"@caseycarhart I am not a fan. I would gp with $TEM or $CAI"  
[X Link](https://x.com/Biotech2k1/status/1979699125055881373) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T00:00Z 32.4K followers, XXX engagements


"@TrueFarer I think MASH is a big indication. Just look at the big buyouts in XX and Akero"  
[X Link](https://x.com/Biotech2k1/status/1979705671533863303) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T00:26Z 32.4K followers, XXX engagements


"@sanchayjaveria I am more of a long only investor"  
[X Link](https://x.com/Biotech2k1/status/1979862611916398871) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T10:50Z 32.4K followers, XX engagements


"@PGainz96934 $ALT is like the kid who gets picked last for sports. I don't see anything they have that makes me want to own them over all the other obesity companies"  
[X Link](https://x.com/Biotech2k1/status/1979863173470773338) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T10:52Z 32.4K followers, XXX engagements


"@slk349390919 @TrueFarer I would like to see how the sales ramp this quarter before I commit to $LQDA"  
[X Link](https://x.com/Biotech2k1/status/1979866381941453084) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T11:05Z 32.4K followers, 1005 engagements


"@PGainz96934 I can post data all day long except you don't care. X cross trial comparisons say ALT is not even close to $LLY"  
[X Link](https://x.com/Biotech2k1/status/1979879051599974868) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T11:55Z 32.4K followers, XXX engagements


"@Banana_Oncology Do you know how big the PD1 market is"  
[X Link](https://x.com/Biotech2k1/status/1979987937874911457) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T19:08Z 32.4K followers, 1196 engagements


"@meangenebio @PGainz96934 You just described the outcome of every GLP1 drug"  
[X Link](https://x.com/Biotech2k1/status/1980027548105896389) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T21:45Z 32.4K followers, XXX engagements


"@d_stock07734 @hbnewone Someone has to buy them or Merk and BMS are in deep trouble"  
[X Link](https://x.com/Biotech2k1/status/1980034505252503948) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T22:13Z 32.4K followers, XX engagements


"@Optimistic24228 Anyone who takes the time to read data from both trials knows $LLY is clearly superior. It lowers weight more and it resolves MASH in XX% of patients"  
[X Link](https://x.com/Biotech2k1/status/1980035433506439399) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T22:16Z 32.4K followers, XXX engagements


"@Optimistic24228 And they pretty much abandoned it for GLP1"  
[X Link](https://x.com/Biotech2k1/status/1980040740991283529) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T22:37Z 32.4K followers, XX engagements


"I could not reply so I quoted it. I use to own $ARGX. I think its an amazing drug. I don't own it anymore because its just too big now. Other things are now in development I think could be better someday"  
[X Link](https://x.com/Biotech2k1/status/1975707910278893782) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-07T23:40Z 32.4K followers, 5019 engagements


"I had enough cash left in my Fidelity portfolio so I added to my Oil and Gas stocks with some $CVX $XOM $EOG $PSX and $VLO. I think I am close to XX% stock in this portfolio. The other XX% is bonds. I am just DCA with oil this cheap"  
[X Link](https://x.com/Biotech2k1/status/1979254311168139453) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T18:32Z 32.4K followers, 2296 engagements


"For Bitcoin to reach the same market cap as Gold it would be $XXX million per Bitcoin"  
[X Link](https://x.com/Biotech2k1/status/1979322356435947837) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T23:03Z 32.4K followers, 2195 engagements


"There are only X sectors of the market trading below their XX year P/E ratios. They are Oil and Reits. Consumer Staples are right on their average. The market as a whole is XX% above its average"  
[X Link](https://x.com/Biotech2k1/status/1979326162313842788) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T23:18Z 32.4K followers, 2424 engagements


"@JedediahMinyard Because I think its dead weight"  
[X Link](https://x.com/Biotech2k1/status/1979552976844054630) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T14:19Z 32.4K followers, XXX engagements


"@PGainz96934 You already lost. I am trying to tell you why. Good luck though. I was in $MTSR because they are a really good obesity company. Now I am out with XXX% gain. I don't mind the worse investor if I am making XXX% gains"  
[X Link](https://x.com/Biotech2k1/status/1979882333827461440) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T12:08Z 32.4K followers, XX engagements


"I did not expect this answer but I asked both Grok and ChatGTP to analyze the X companies I sold last week and asked them to pick the one company they thought I should buy back. To my surprise they both picked the one company I would like to buy back with $IMNM"  
[X Link](https://x.com/Biotech2k1/status/1980041201181970913) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T22:39Z 32.4K followers, 4090 engagements