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[@peter_mantas](/creator/twitter/peter_mantas)
"$TWST is very very cheap. 25x ev/s minimum incoming"  
[X Link](https://x.com/peter_mantas/status/1974129084428108052) [@peter_mantas](/creator/x/peter_mantas) 2025-10-03T15:07Z 5875 followers, 6809 engagements


"In honour of Sartorius"  
[X Link](https://x.com/peter_mantas/status/1978600327130538347) [@peter_mantas](/creator/x/peter_mantas) 2025-10-15T23:14Z 5875 followers, 4266 engagements


"Backed by requests here is a short primer on $TWST: "As the volume of AI-generated binders explodes the demand for Twists rapid low-cost and high-throughput DNA synthesis platform is poised to grow in lockstep.With a highly scalable manufacturing platform already in place Twist is earning incremental gross margins in the range of 75-80% on each additional dollar of revenue with limited new operating expenditure required.""  
[X Link](https://x.com/peter_mantas/status/1973808807919661439) [@peter_mantas](/creator/x/peter_mantas) 2025-10-02T17:54Z 5876 followers, 11.6K engagements


"And yes $TWST is a legit M&A candidate"  
[X Link](https://x.com/peter_mantas/status/1975575948557988260) [@peter_mantas](/creator/x/peter_mantas) 2025-10-07T14:56Z 5876 followers, 4627 engagements


"omw to buy more $twst"  
[X Link](https://x.com/peter_mantas/status/1978837702960103694) [@peter_mantas](/creator/x/peter_mantas) 2025-10-16T14:57Z 5876 followers, 6656 engagements


"Many of you know Ive been long $clpt since the dark no vol days pounding the table in size at low prices. Ill only pound the table w/in life sciences and bio land if the IRR is really worthwhile. Life sciences (and bios) is a really tough sector and it went through the most severe bear market on record. Pros get it wrong all the time and Ill make mistakes. Although theres a lot of value here and its barely getting started I feel blessed to be able to share my thoughts and meet many new people on this platform. Cheers"  
[X Link](https://x.com/peter_mantas/status/1973913556526530688) [@peter_mantas](/creator/x/peter_mantas) 2025-10-03T00:50Z 5863 followers, 34.8K engagements


"$clpt meme-ing train is leaving the station"  
[X Link](https://x.com/peter_mantas/status/1974092611691679938) [@peter_mantas](/creator/x/peter_mantas) 2025-10-03T12:42Z 5868 followers, 16.3K engagements


"If you believe AI will end up being a net positive to drug discovery then AI is going to supercharge $TWST's unit economics in a violent way. Few"  
[X Link](https://x.com/peter_mantas/status/1974320990848233859) [@peter_mantas](/creator/x/peter_mantas) 2025-10-04T03:49Z 5870 followers, 8954 engagements


"I think we go higher on: $clpt And A LOT higher on: $psnl $twst All three break ATHs. I dont make the rules"  
[X Link](https://x.com/peter_mantas/status/1974775967248978411) [@peter_mantas](/creator/x/peter_mantas) 2025-10-05T09:57Z 5867 followers, 13.1K engagements


"$QURE will eventually go to $10b"  
[X Link](https://x.com/peter_mantas/status/1975926837621534790) [@peter_mantas](/creator/x/peter_mantas) 2025-10-08T14:10Z 5855 followers, 10.1K engagements


"$PSNL & $TWST squeeze imminent"  
[X Link](https://x.com/peter_mantas/status/1975959812136722582) [@peter_mantas](/creator/x/peter_mantas) 2025-10-08T16:21Z 5870 followers, 4489 engagements


"$MXCT and $MRVI are still worthy candidates if you have duration and patience"  
[X Link](https://x.com/peter_mantas/status/1976344308199624920) [@peter_mantas](/creator/x/peter_mantas) 2025-10-09T17:49Z 5868 followers, 4701 engagements


"@midwit_capital Will be a boost for $twst too"  
[X Link](https://x.com/peter_mantas/status/1978520019869843686) [@peter_mantas](/creator/x/peter_mantas) 2025-10-15T17:55Z 5867 followers, XXX engagements


"Despite all the AI news over the last X years $IWM (Russell 2000) is outperforming the Nasdaq and $SPY since July 2023"  
[X Link](https://x.com/peter_mantas/status/1978566995818754443) [@peter_mantas](/creator/x/peter_mantas) 2025-10-15T21:01Z 5867 followers, 3042 engagements


"My top ideas right now in bio/life sciences land: X. $CLPT (still Day 1) X. $MXCT (partner data starting to look compelling) X. $RPID (inflection + excellent mgmt) X. $PSNL (bio services growth + reimbursement) X. $RGEN (the compounder 👑) X. $QURE (HD approval) X. $MGTX (unreal pediatric ocular data + P3 Parkinson's) X. $CMPS (approval imminent) X. $MRVI (buyout but causes a lot of heartburn) XX. $WST (if you have duration) Watching $BNTX $BRKR $CRL $ICLR $STXS $RCEL"  
[X Link](https://x.com/peter_mantas/status/1896603742515982446) [@peter_mantas](/creator/x/peter_mantas) 2025-03-03T16:49Z 5871 followers, 33.3K engagements


"My conservative mid-term price ranges (w/in 2-2.5 yrs) targets based on my own DCF/analysis: $CLPT - $30-$32* $PSNL $XX $RPID $XX $MXCT $X $RGEN $XXX $BRKR $XX *toughest one to model could be a lot higher"  
[X Link](https://x.com/peter_mantas/status/1950557951745220926) [@peter_mantas](/creator/x/peter_mantas) 2025-07-30T14:03Z 5875 followers, 25.7K engagements


"Looks like we're going higher on $CLPT"  
[X Link](https://x.com/peter_mantas/status/1973772764155899991) [@peter_mantas](/creator/x/peter_mantas) 2025-10-02T15:31Z 5875 followers, 10.7K engagements


"Updated timestamps from the blog: May XX - $QURE +260% May XX - $CYTK +84% May XX - $CMPS +44% June X - $ARWR +108% June XX - $IONS +94% June XX - $CRBU +74% June XX - $RARE -XX% (Q4 data) June XX - $RGNX +26% July X - $BFRI +46% July XX - $BCYC +19% Aug X - $LXEO +50% Aug XX - $FDMT +59% Aug XX - $CRNX +38% Aug XX - $BCAX +47% Sept XX - $NRIX +8.5% (recently posted)"  
[X Link](https://x.com/peter_mantas/status/1973967659520622956) [@peter_mantas](/creator/x/peter_mantas) 2025-10-03T04:25Z 5875 followers, 13.5K engagements


"@dopamine_uptake @StockDaddy6597 @IfindRetards yeah so i crushed it with $clpt then lol (vast majority of my port). Yeah $mxct is ripe to rip especially if they continue to cut opex"  
[X Link](https://x.com/peter_mantas/status/1974132489729028116) [@peter_mantas](/creator/x/peter_mantas) 2025-10-03T15:20Z 5875 followers, XXX engagements


"@TheLAPurchaser Income statement inflection via gross margin expansion and higher than anticipated revenue growth leading to multiple expansion not seen since 2021; for a pure play with very high short interest - aka here comes the violence"  
[X Link](https://x.com/peter_mantas/status/1974982652102156297) [@peter_mantas](/creator/x/peter_mantas) 2025-10-05T23:38Z 5874 followers, XXX engagements


"What if all of $clpts partners get all of their their therapies approved"  
[X Link](https://x.com/peter_mantas/status/1976010832673652988) [@peter_mantas](/creator/x/peter_mantas) 2025-10-08T19:44Z 5874 followers, 8804 engagements


"Added more $TWST"  
[X Link](https://x.com/peter_mantas/status/1977799003963031819) [@peter_mantas](/creator/x/peter_mantas) 2025-10-13T18:10Z 5874 followers, 15K engagements


"@BenFranksAltEgo Bigger shitco than $T; losing share left and right; making bad deals to desperately get into the US bc Canada is tapped (and fkd); they cut their dividend by an insane amount because they have a ton of debt and have the worst management team in Canadian corporate history"  
[X Link](https://x.com/peter_mantas/status/1977895427652440486) [@peter_mantas](/creator/x/peter_mantas) 2025-10-14T00:33Z 5875 followers, XXX engagements


"$GNRC great earnings"  
[X Link](https://x.com/peter_mantas/status/1950660285414404153) [@peter_mantas](/creator/x/peter_mantas) 2025-07-30T20:50Z 5875 followers, 2425 engagements


"My top life science picks from here: X. $RGEN (earnings catalysts think they do well in Nov + lead up X. $TWST (hot take but discovery comes back earnings positive in 2026 earnings Nov 16) X. $PSNL (reimbursement any day in Q4 TWST will also jump on this news) X. $BRKR (insider buys think discovery comes back sooner than people think) X. $ICLR (solid setup + comps into 2026) Also like $MXCT if they can continue to cut opex $MRVI also needs time but a decent buy if you have duration"  
[X Link](https://x.com/peter_mantas/status/1972697787440451654) [@peter_mantas](/creator/x/peter_mantas) 2025-09-29T16:19Z 5875 followers, 17.3K engagements


"$TWST NGS X - quality speed and switching costs"  
[X Link](https://x.com/peter_mantas/status/1974318267629252939) [@peter_mantas](/creator/x/peter_mantas) 2025-10-04T03:38Z 5875 followers, 8885 engagements


"$TWST $PSNL etc etc"  
[X Link](https://x.com/peter_mantas/status/1978538755045683368) [@peter_mantas](/creator/x/peter_mantas) 2025-10-15T19:09Z 5876 followers, 11K engagements