[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) "Based on my back of the napkin numbers for UC and Crohn's $ABVX should be worth about $XX after a successful phase X read out of this magnitude. They do need to raise a ton of cash. That would be a good thing. Let's see where the price settles after a few days and I dig deeper into the fundamentals. It is definitely on my radar now"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947778521184583985) 2025-07-22 21:59:22 UTC 30.2K followers, 5696 engagements "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, 3117 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, 3397 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, 3960 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, 2169 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, 6813 engagements "Q2 Earnings Notes: Here starts Q2 earnings and this is my notes from each earnings release"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948116520036388986) 2025-07-23 20:22:27 UTC 30.2K followers, 1779 engagements "@WassimLaroussi3 You would be buying a seat on the Titanic. Too many great biotech companies still trading very cheap. Go buy one of those would be my advice. Buying $SRPT now is gambling not investing"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946166366102278236) 2025-07-18 11:13:14 UTC 30.2K followers, 1020 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, 4412 engagements "@Bio_Mita Sorry I don't but let me know if you find a good one"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944847416555086243) 2025-07-14 19:52:12 UTC 30.2K followers, XXX engagements "I looked at $UTHR. I found it was undervalued which was better than $VRNA. The issue I have with them is on the fundamentals. They have a great franchise in PAH and PH-ILD which generates a ton of cash for them. This franchise is coming under intense competition and they don't seem to be focused on any newer breakthroughs in this space. Their whole focus is on Xenotransplant. I don't think that will ever work. I thought about it since they do have great sales and big potential if Xenotransplant worked. I know it would be huge if it did. I think the odds of it working are just too remote. That"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1929869981522559206) 2025-06-03 11:57:13 UTC 30.2K followers, 2351 engagements "Looking at $INSM: They had great data in TPIP which lit a fire under the stock price. They did a $XXX million cash raise after which set them up for a run at profitability. They have good growth in Arikayce with Brenso approval coming up in August. I think if we get approval without any issues this company will blossom into another Vertex. I could see this company tripling from here over the next X to XX years if all goes well"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943986883047883232) 2025-07-12 10:52:45 UTC 30.2K followers, 3170 engagements "@AmineKorchiMD All great investors I know consider taking losses just part of the business. No one is 100%. You cut the losses and rally around winners"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947963575269556252) 2025-07-23 10:14:42 UTC 30.2K followers, XXX 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 30.2K followers, XXX engagements "My lowest cost shares I bought in $MTSR back at the April bottom are now up from $XX - $XX to $XX today"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944790225374314532) 2025-07-14 16:04:56 UTC 30.2K followers, 2855 engagements "$VKTX rebounding after earnings as all things are going according to plan for them. No reason to sell when its all going right. The dip was a buying opportunity in my opinion"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948449833242763437) 2025-07-24 18:26:55 UTC 30.2K followers, 3454 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, 2389 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 30.2K 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 & $ZLAB. Any suggestions"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943405662526165442) 2025-07-10 20:23:11 UTC 30.2K followers, 7530 engagements "@tt_tisht There some very good use cases for AI other than Cowboy Frog emoji. It has a huge role in finance to analyze risk and it works in drug discovery to help select potential candidates"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948467425961189608) 2025-07-24 19:36:49 UTC 30.2K followers, XX engagements "$BBIO Novel Human Genetics Evidence Confirms Estimates of Genetic Prevalence Underdiagnosis and Potentially Greater Symptom Burden of Gain-of-Function CASR Variants Associated with ADH1"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948009411450130569) 2025-07-23 13:16:50 UTC 30.2K followers, 1559 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, 2333 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, 4595 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 $BPMC with that data. It does make me feel a bit better about Blueprint being bought out. A lot of competition coming into their space"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1942180686053388585) 2025-07-07 11:15:34 UTC 30.2K followers, 3884 engagements "$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, 2160 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, 3095 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, 2856 engagements "Looking at names in the China Tech space that look cheap and offer good growth potential. Two names came up in my research with $QFIN and $BILI. I am not as familiar with them as the other names I own. They look great. Any thoughts on them to share"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948362499964678568) 2025-07-24 12:39:53 UTC 30.2K followers, 2191 engagements "I concur. I have jumped on the China bandwagon lately due to cheap valuations and competitive advantages. They can do anything we can do and they do it faster and cheaper due to less regulations. They also don't have crackpots in charge of their healthcare system. On the AI front I think it will quickly become commoditized to the point that any company without AI will be left behind. It will become a standard not an innovation in the next decade"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948501818881048815) 2025-07-24 21:53:29 UTC 30.2K followers, 2049 engagements "My X year buy out list: $ARRY $LOXO $ARQL $RXDX $ECYT $AVXS $BOLD $JUNO and now $MNTA"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1296069362756063232) 2020-08-19 12:59:50 UTC 30.2K followers, XX engagements "$TRIL @ $XXX billion with best single agent data and $ALXO at $X billion with no single agent activity. Good example of how the market does not price things correctly. I like miss pricings. The last X ended with buyouts in $RXDX and $ECYT"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1337081370028421121) 2020-12-10 17:06:55 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 "I think now $INSM has the best in class asset for PAH and PH-ILD since they have powerful data with their once daily TPIP. This is far better than $UTHR and $LQDA which are multiple times a day and look to have weaker data. Follow the science and data"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1932397743403892887) 2025-06-10 11:21:38 UTC 30.2K followers, 7851 engagements "I went over earnings for the Aerospace sector. Some of the parts suppliers have not reported yet but the big companies have. I think $RTX and $GD did best while $LHX and $NOC were OK. $LMT continues to disappoint. I may end up dumping them and replacing them with another name. I added $HWM $HEI and $CW yesterday to expand my portfolio. I have one name on my radar if it ever has a good pull back"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948352932203675980) 2025-07-24 12:01:52 UTC 30.2K followers, 1580 engagements "Here is what is wrong with AI and what was the downfall of the dot com investing era. I have been using all these AI apps for about a year with Microsoft copilot Google AI and Grok. You know how much it cost me $X. AI as a story sounds great but like the internet many of these technologies will cost tens of billions and then be offered free to remain competitive. Who makes money on email or web browsers No one"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948351957225050562) 2025-07-24 11:57:59 UTC 30.2K followers, 4352 engagements "@WinnerInvestor I don't think anyone is not at an all-time high in this bubbly market. I would be worried if someone wasn't"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948135249122115651) 2025-07-23 21:36:52 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, 4556 engagements "I added X names to my oil portfolio with $SLB and $BKR to add some oil services companies. That gives me X companies with $CVX $XOM and $EOG. Its also gives me X refineries and downstream companies with $PSX and $VLO. Now I have the services with $SLB and $BKR. I also added my favorite growth oil company that is very small and speculative with $VIST"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948036676149711007) 2025-07-23 15:05:11 UTC 30.2K followers, 2227 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. $ALNY is it already fully mature company which offers very little upside at this point in my opinion. Thete seems to be some other players in this space but none of them seem to impress me"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946238413902123324) 2025-07-18 15:59:31 UTC 30.2K followers, XXX engagements "Apparently there is still one intelligent analyst out there. AI mania is worse than 1999's tech bubble Apollo's top economist warns"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946544060769939824) 2025-07-19 12:14:03 UTC 30.2K followers, 2259 engagements "$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, 1990 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 30.2K followers, 7707 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, 3001 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 30.2K followers, 2576 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, 8293 engagements "I am still looking for X more names in the Tech space from China or anywhere that have good growth and good valuations. I currently have $BABA $BIDU $NTES $PDD $FUTU & $LI"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1948093333554794770) 2025-07-23 18:50:19 UTC 30.2K followers, 1939 engagements "@AlphaGenomeAI @zhaoweiasu @yaireinhorn @GeneInvesting @davidrliu This deal has been in place and on their 10Ks for years. More shocked by the lack of people who actually read them"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1941079363828785595) 2025-07-04 10:19:18 UTC 30.2K followers, XXX engagements "Apparently the worthless broker that is @RobinhoodApp does not carry $ABVX so I will have to use a different broker like @SoFi invest"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947779832198189122) 2025-07-22 22:04:34 UTC 30.2K followers, 4989 engagements "Personally I think $SRPT is a dire warning to the future of all gene therapy and editing. The deaths in those trials where not related to the underlying technology but the delivery of high dose vectors on the body. Another reason I am exiting most of my CRISPR stocks with the renewed hype. We already saw grade X events in the $NTLA data"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947979668440719831) 2025-07-23 11:18:39 UTC 30.2K followers, 4488 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 $CRSP is in the same boat"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947629222832263273) 2025-07-22 12:06:06 UTC 30.2K followers, XXX engagements "$ARWR I sold all my position today. I know I am supposed to love this company because it is cheap. It has a ton of cash. I also like their obesity targets. The issue is the cholesterol and triglyceride programs. No matter how hard I try to build conviction in this name I just can't do it. I don't like those indications. I think there is too much competition. I know $WVE has the same obesity programs without the programs I dislike around cholesterol. They have DMD which is very compelling. I used today's pop to take a very nice profit and exit this low conviction name"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1940419228445642880) 2025-07-02 14:36:09 UTC 30.2K followers, 3880 engagements "@RazorSharpDNA No. I own crypto and its a mass hysteria right now. Its way beyond FOMO and Euphoria. I won't even touch it anymore. If was not taxable I would even sell all my crypto"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947980328057909605) 2025-07-23 11:21:16 UTC 30.2K followers, XX 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 30.2K followers, XXX engagements "1 of my X final GTC sales at my old Merrill broker triggered today. Last week I sold my $SANA shares at Robhinhood for $XXXX. Today I sold the remaining balance I had at Merrill at $XXXX. That raises more cash I can now traffic to other accounts. Some might end up at Coinbase"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945570410902200568) 2025-07-16 19:45:07 UTC 30.2K followers, 1843 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, 3919 engagements
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@Biotech2k1
"Based on my back of the napkin numbers for UC and Crohn's $ABVX should be worth about $XX after a successful phase X read out of this magnitude. They do need to raise a ton of cash. That would be a good thing. Let's see where the price settles after a few days and I dig deeper into the fundamentals. It is definitely on my radar now"
@Biotech2k1 on X 2025-07-22 21:59:22 UTC 30.2K followers, 5696 engagements
"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, 3117 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, 3397 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, 3960 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, 2169 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, 6813 engagements
"Q2 Earnings Notes: Here starts Q2 earnings and this is my notes from each earnings release" @Biotech2k1 on X 2025-07-23 20:22:27 UTC 30.2K followers, 1779 engagements
"@WassimLaroussi3 You would be buying a seat on the Titanic. Too many great biotech companies still trading very cheap. Go buy one of those would be my advice. Buying $SRPT now is gambling not investing" @Biotech2k1 on X 2025-07-18 11:13:14 UTC 30.2K followers, 1020 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, 4412 engagements
"@Bio_Mita Sorry I don't but let me know if you find a good one" @Biotech2k1 on X 2025-07-14 19:52:12 UTC 30.2K followers, XXX engagements
"I looked at $UTHR. I found it was undervalued which was better than $VRNA. The issue I have with them is on the fundamentals. They have a great franchise in PAH and PH-ILD which generates a ton of cash for them. This franchise is coming under intense competition and they don't seem to be focused on any newer breakthroughs in this space. Their whole focus is on Xenotransplant. I don't think that will ever work. I thought about it since they do have great sales and big potential if Xenotransplant worked. I know it would be huge if it did. I think the odds of it working are just too remote. That" @Biotech2k1 on X 2025-06-03 11:57:13 UTC 30.2K followers, 2351 engagements
"Looking at $INSM: They had great data in TPIP which lit a fire under the stock price. They did a $XXX million cash raise after which set them up for a run at profitability. They have good growth in Arikayce with Brenso approval coming up in August. I think if we get approval without any issues this company will blossom into another Vertex. I could see this company tripling from here over the next X to XX years if all goes well" @Biotech2k1 on X 2025-07-12 10:52:45 UTC 30.2K followers, 3170 engagements
"@AmineKorchiMD All great investors I know consider taking losses just part of the business. No one is 100%. You cut the losses and rally around winners" @Biotech2k1 on X 2025-07-23 10:14:42 UTC 30.2K followers, XXX 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 30.2K followers, XXX engagements
"My lowest cost shares I bought in $MTSR back at the April bottom are now up from $XX - $XX to $XX today" @Biotech2k1 on X 2025-07-14 16:04:56 UTC 30.2K followers, 2855 engagements
"$VKTX rebounding after earnings as all things are going according to plan for them. No reason to sell when its all going right. The dip was a buying opportunity in my opinion" @Biotech2k1 on X 2025-07-24 18:26:55 UTC 30.2K followers, 3454 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, 2389 engagements
"@Sean65555013 I think Vyvgart in China will be a huge driver for them" @Biotech2k1 on X 2025-07-14 18:49:27 UTC 30.2K 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 & $ZLAB. Any suggestions" @Biotech2k1 on X 2025-07-10 20:23:11 UTC 30.2K followers, 7530 engagements
"@tt_tisht There some very good use cases for AI other than Cowboy Frog emoji. It has a huge role in finance to analyze risk and it works in drug discovery to help select potential candidates" @Biotech2k1 on X 2025-07-24 19:36:49 UTC 30.2K followers, XX engagements
"$BBIO Novel Human Genetics Evidence Confirms Estimates of Genetic Prevalence Underdiagnosis and Potentially Greater Symptom Burden of Gain-of-Function CASR Variants Associated with ADH1" @Biotech2k1 on X 2025-07-23 13:16:50 UTC 30.2K followers, 1559 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, 2333 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, 4595 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 $BPMC with that data. It does make me feel a bit better about Blueprint being bought out. A lot of competition coming into their space" @Biotech2k1 on X 2025-07-07 11:15:34 UTC 30.2K followers, 3884 engagements
"$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, 2160 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, 3095 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, 2856 engagements
"Looking at names in the China Tech space that look cheap and offer good growth potential. Two names came up in my research with $QFIN and $BILI. I am not as familiar with them as the other names I own. They look great. Any thoughts on them to share" @Biotech2k1 on X 2025-07-24 12:39:53 UTC 30.2K followers, 2191 engagements
"I concur. I have jumped on the China bandwagon lately due to cheap valuations and competitive advantages. They can do anything we can do and they do it faster and cheaper due to less regulations. They also don't have crackpots in charge of their healthcare system. On the AI front I think it will quickly become commoditized to the point that any company without AI will be left behind. It will become a standard not an innovation in the next decade" @Biotech2k1 on X 2025-07-24 21:53:29 UTC 30.2K followers, 2049 engagements
"My X year buy out list: $ARRY $LOXO $ARQL $RXDX $ECYT $AVXS $BOLD $JUNO and now $MNTA" @Biotech2k1 on X 2020-08-19 12:59:50 UTC 30.2K followers, XX engagements
"$TRIL @ $XXX billion with best single agent data and $ALXO at $X billion with no single agent activity. Good example of how the market does not price things correctly. I like miss pricings. The last X ended with buyouts in $RXDX and $ECYT" @Biotech2k1 on X 2020-12-10 17:06:55 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
"I think now $INSM has the best in class asset for PAH and PH-ILD since they have powerful data with their once daily TPIP. This is far better than $UTHR and $LQDA which are multiple times a day and look to have weaker data. Follow the science and data" @Biotech2k1 on X 2025-06-10 11:21:38 UTC 30.2K followers, 7851 engagements
"I went over earnings for the Aerospace sector. Some of the parts suppliers have not reported yet but the big companies have. I think $RTX and $GD did best while $LHX and $NOC were OK. $LMT continues to disappoint. I may end up dumping them and replacing them with another name. I added $HWM $HEI and $CW yesterday to expand my portfolio. I have one name on my radar if it ever has a good pull back" @Biotech2k1 on X 2025-07-24 12:01:52 UTC 30.2K followers, 1580 engagements
"Here is what is wrong with AI and what was the downfall of the dot com investing era. I have been using all these AI apps for about a year with Microsoft copilot Google AI and Grok. You know how much it cost me $X. AI as a story sounds great but like the internet many of these technologies will cost tens of billions and then be offered free to remain competitive. Who makes money on email or web browsers No one" @Biotech2k1 on X 2025-07-24 11:57:59 UTC 30.2K followers, 4352 engagements
"@WinnerInvestor I don't think anyone is not at an all-time high in this bubbly market. I would be worried if someone wasn't" @Biotech2k1 on X 2025-07-23 21:36:52 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, 4556 engagements
"I added X names to my oil portfolio with $SLB and $BKR to add some oil services companies. That gives me X companies with $CVX $XOM and $EOG. Its also gives me X refineries and downstream companies with $PSX and $VLO. Now I have the services with $SLB and $BKR. I also added my favorite growth oil company that is very small and speculative with $VIST" @Biotech2k1 on X 2025-07-23 15:05:11 UTC 30.2K followers, 2227 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. $ALNY is it already fully mature company which offers very little upside at this point in my opinion. Thete seems to be some other players in this space but none of them seem to impress me" @Biotech2k1 on X 2025-07-18 15:59:31 UTC 30.2K followers, XXX engagements
"Apparently there is still one intelligent analyst out there. AI mania is worse than 1999's tech bubble Apollo's top economist warns" @Biotech2k1 on X 2025-07-19 12:14:03 UTC 30.2K followers, 2259 engagements
"$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, 1990 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 30.2K followers, 7707 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, 3001 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 30.2K followers, 2576 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, 8293 engagements
"I am still looking for X more names in the Tech space from China or anywhere that have good growth and good valuations. I currently have $BABA $BIDU $NTES $PDD $FUTU & $LI" @Biotech2k1 on X 2025-07-23 18:50:19 UTC 30.2K followers, 1939 engagements
"@AlphaGenomeAI @zhaoweiasu @yaireinhorn @GeneInvesting @davidrliu This deal has been in place and on their 10Ks for years. More shocked by the lack of people who actually read them" @Biotech2k1 on X 2025-07-04 10:19:18 UTC 30.2K followers, XXX engagements
"Apparently the worthless broker that is @RobinhoodApp does not carry $ABVX so I will have to use a different broker like @SoFi invest" @Biotech2k1 on X 2025-07-22 22:04:34 UTC 30.2K followers, 4989 engagements
"Personally I think $SRPT is a dire warning to the future of all gene therapy and editing. The deaths in those trials where not related to the underlying technology but the delivery of high dose vectors on the body. Another reason I am exiting most of my CRISPR stocks with the renewed hype. We already saw grade X events in the $NTLA data" @Biotech2k1 on X 2025-07-23 11:18:39 UTC 30.2K followers, 4488 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 $CRSP is in the same boat" @Biotech2k1 on X 2025-07-22 12:06:06 UTC 30.2K followers, XXX engagements
"$ARWR I sold all my position today. I know I am supposed to love this company because it is cheap. It has a ton of cash. I also like their obesity targets. The issue is the cholesterol and triglyceride programs. No matter how hard I try to build conviction in this name I just can't do it. I don't like those indications. I think there is too much competition. I know $WVE has the same obesity programs without the programs I dislike around cholesterol. They have DMD which is very compelling. I used today's pop to take a very nice profit and exit this low conviction name" @Biotech2k1 on X 2025-07-02 14:36:09 UTC 30.2K followers, 3880 engagements
"@RazorSharpDNA No. I own crypto and its a mass hysteria right now. Its way beyond FOMO and Euphoria. I won't even touch it anymore. If was not taxable I would even sell all my crypto" @Biotech2k1 on X 2025-07-23 11:21:16 UTC 30.2K followers, XX 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 30.2K followers, XXX engagements
"1 of my X final GTC sales at my old Merrill broker triggered today. Last week I sold my $SANA shares at Robhinhood for $XXXX. Today I sold the remaining balance I had at Merrill at $XXXX. That raises more cash I can now traffic to other accounts. Some might end up at Coinbase" @Biotech2k1 on X 2025-07-16 19:45:07 UTC 30.2K followers, 1843 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, 3919 engagements