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[@Prof_Oak_](/creator/twitter/Prof_Oak_)
"Have followed $ARGX MuSK Agonist for years - simply b/c its an elegant scientific story (MOA inspired by autoAbs in MG) & the preclinical data are striking $ARGX announced Ph1b success in June along with bullish comments re: functional benefit Those data disclosed yesterday fail to match the description. Selective disclosure & perplexing development decisions - atypical for this company / team - further muddy the water It all feels shockingly non-Argenx and Im not sure what to make of it"  
[X Link](https://x.com/Prof_Oak_/status/1968471738087289231) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-09-18T00:26Z 12K followers, 7461 engagements


"And then in a final assault on my hopes and dreams they told us 6MWT would be the Ph3 primary Hard to understand why a capable team if handed a drug that worked would ever be compelled to choose a Ph3 primary that: (A) is notoriously unpredictable (B) wasnt prospectively defined / disclosed in Ph1b (C) was informed by X pts of data (D) halves the trial-eligible portion of an already ultra-rare population"  
[X Link](https://x.com/Prof_Oak_/status/1968471752486568246) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-09-18T00:26Z 12K followers, 2674 engagements


"Its a disheartening new chapter in what had been a beautiful drug development story. Hoping for a win that benefits CMS pts everywhere but no conviction to be found here It's equally disheartening to see $ARGX stray from the rigor objectivity & discipline that have defined the company for so long Perhaps a one-off but wouldnt be the first time weve seen distorted R&D risk management incentives follow a mega-blockbuster success"  
[X Link](https://x.com/Prof_Oak_/status/1968471755514687722) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-09-18T00:26Z 12K followers, 2398 engagements


"@BalaBioResearch Thought I was reading a $BMRN short report while skimming this list"  
[X Link](https://x.com/Prof_Oak_/status/1968415718484947439) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-09-17T20:44Z 12K followers, XXX engagements


"When can I start buying this on $HIMS"  
[X Link](https://x.com/Prof_Oak_/status/1970127483702837432) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-09-22T14:06Z 12K followers, 393.1K engagements


"CD19 CAR-T coming to IBD $CABA $KYTX $CGEM New N=1 case report from Schett describes clinical / biochemical remission achieved with auto CD19 CAr-T in refractory Ulcerative Colitis Can't find the article anywhere. potentially a bungled embargo Should be on NEJM soon enough"  
[X Link](https://x.com/Prof_Oak_/status/1970614169344114836) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-09-23T22:20Z 12K followers, 33.8K engagements


"TD Cowen's top Q4 binaries with expected stock moves Happy hunting $XBI $BBC"  
[X Link](https://x.com/Prof_Oak_/status/1973274078967631965) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-10-01T06:29Z 12K followers, 24.9K engagements


"Last couple weeks have been electric. May the thunder roll into Q4 $XBI $BBC Some upcoming catalysts that are on my radar: $JANX PSMA / EGFR Ph1 $AGIO PKR SCD Ph3 $FULC SCD Ph1b $RZLT cHI Ph3 $GOSS PAH Ph3 $ZBIO IgG4-RD Ph3 $IMVT TED Ph3 $PVLA cVM Ph2 $BBIO ADH1 Ph3 / LGMD2i Ph3 IA $JNJ DUET IBD Ph2b $GPCR oGLP-1 Ph2b $CNTA OX2 NT1/2 & IH Ph2a $ALKS OX2 NT2 Ph2 $ALEC FTD-GRN Ph3 $BMY KarXT ADP Ph3 $SNY / $INBX AATD Ph2 $KRRO AATD Ph1 FIH $EWTX o/nHCM Ph1/2 $SRPT / $ARWR DM1 / FSHD Ph1 FIH $DYN Ex51 DMD Ph1/2 $RNA DM1 / DMD Ph1/2 OLE $RHBBY MSTN FSHD / SMA Ph2 $WVE / $ARWR INHBE Ph1/2 FIH"  
[X Link](https://x.com/Prof_Oak_/status/1972886761073205399) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-09-30T04:50Z 12K followers, 43K engagements


"In light of the Orbital / $BMY news worth revisiting $BEAM's remarkably productive track record in platform monetization (1) I estimate $270-300M of cash proceeds from the Orbital sale (2) Also used tech to seed $VERV & $PRME - still hold $6M / $9M of equity and monetized Verve Co/Co to $LLY for $200M U/F + $300M milestones (which are now much more likely pay out) (3) Capitalized on post-Covid $PFE to get $300M U/F for X discovery targets still the high-water mark in C>x (4) Got $75M U/F from $APLS for targets within a single pathway for which permanent editing will never make sense (5)"  
[X Link](https://x.com/Prof_Oak_/status/1976772327070175608) [@Prof_Oak_](/creator/x/Prof_Oak_) 2025-10-10T22:10Z 12K followers, 27.1K engagements