[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.] [@AnotherBio](/creator/twitter/AnotherBio) "$ABVX lots have been said but - importantly 🙃- not by me. I usually prepare these situations and act quickly (its a decent edge in biotech if you can trade data quickly after the fact). The (long) halt killed that somewhat sadly. From my superficial analysis this still looks like a long. There will be funds that have to sell out just due to the magnitude of the move and their position getting huge. But there will be many more chasing imo but of course they still have to hold their meetings and bullshit around first. Fundamentally the most important part now will be maintenance data. But as"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1947906646732063098) 2025-07-23 06:28:29 UTC 1145 followers, 2091 engagements "proxy already filed for August XX will be quick"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1947993010504962148) 2025-07-23 12:11:40 UTC 1145 followers, XXX engagements "@thewritser Lets see. Possible have seen those go either way. Stock is tightly held though if only these X holders roll over were talking less than XX% float already"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1948009023514570896) 2025-07-23 13:15:18 UTC 1145 followers, XXX engagements "$ITOS came in very weak unfortunately did not expect ITOS to pay XX mln to GSK but well here we are. Some buys under water but decent win all around. Also - again - hate the "If Kevin Tang does nothing for X months he gets all assets"-CVR-structure. Why Just why Sold a large portion of shares today but still hold a respectable position. Unfortunately this is just a black box since net cash schedule is not disclosed. At XX cents ($ITOS XXXXX if you account for timevalue its XX cents) the CVR sits at 4.3mln ish. For a net cash sweep and these assets Why not. Cant say Im excited about this but"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1947372430160498914) 2025-07-21 19:05:42 UTC 1144 followers, 1238 engagements "$SRPT So they will probably do 1-2 bln in profits a year after everyone forgets about this and the stock sits at. 2.8bln $ Okay. (I know its more complicated than that but also.not really)"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1945577991792124366) 2025-07-16 20:15:14 UTC 1144 followers, 7801 engagements "$BPMC might be last trading day today info from nasdaqtrader has not been accurate always (though no idea what the source for errors in the past was might not be them)"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1945439044365615342) 2025-07-16 11:03:07 UTC 1137 followers, 1370 engagements "$BPMC lol I think thats a new one for me. You can unvalidly tender nice"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1945733871095468272) 2025-07-17 06:34:39 UTC 1144 followers, 3033 engagements "$ILMN acquires SomaLogic from $LAB implied sales multiple probably around the 3X ballpark given deferred payment / royalties. Should reflect positively on $SEER - similar transaction would value it at 4.40$+ per share"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1937130967405080970) 2025-06-23 12:49:47 UTC 1143 followers, 1571 engagements "Hate to be a panican and am far from deep in the woods on $REPL but I think this will weigh heavily on $XBI $BBC in the short term. Not because of the CRL per se but because of this: "The CRL also states that there are items related to the confirmatory trial study design which need to be addressed including contribution of component" This means you can basically not rely on any pre-MAHA-communication and will kill confidence from companies as well as investors. $REPL 10$ Puts changing hands for 1$ yesterday clearly show that this was not expected (especially the "oh and btw screw your"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1947634422846460161) 2025-07-22 12:26:46 UTC 1145 followers, 2739 engagements "$PRTC Made a post already yday on strong words of CEO / Chair in annual letter but have to follow up on this after reading the transcript. This is the most shareholder-friendly language I have seen in a long time in biotech (if not ever this is biotech though so bar is low 🙃) and coming from a highly credible company - one that already actually did a buyback and tender offer. The fact that you can buy this basically unchanged from this conference call is somewhat mindblowing to me"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1917850434221363269) 2025-05-01 07:55:50 UTC 1137 followers, 4021 engagements "There was some interest on $BPMC thought Id write down. Didnt do a "KIT inhibitor" deep dive though scientific input welcome. link in bio / comment"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1943671058348880066) 2025-07-11 13:57:46 UTC 1137 followers, 2475 engagements "$PRTC No idea if there will be any consequences but nice to see that the Board is at least acknowledging shareholders frustration. Might we see. accountability Shocking possibility"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1934677213883826334) 2025-06-16 18:19:27 UTC 1138 followers, XXX engagements "$SAGE might have a weak day. $BIIB announced its intent to tender its shares. Some folks were hoping for a last-minute-counteroffer from BIIB (they own XX% of Zuruvae) which should be completely off the table now"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1947639324503130416) 2025-07-22 12:46:15 UTC 1143 followers, 1341 engagements "$SAGE started to re-enter sub 8.97$ today. Dont love the CVR still very skeptical towards the sales milestone payments (they even exceed $SAGE internal expectations). Tender expires July30. If Japan payment hits (expect it to) youll get 9$ and while it is still unlikely youll ever get more youre at least not paying for the upside which makes it a decent bet I guess HSR not expired so far afaik"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1947374272340476069) 2025-07-21 19:13:01 UTC 1144 followers, 3234 engagements "Quicky idea for $XBI $BBC "fans": $RTW.LN is a publicly traded biotech fund. XX% of holdings are private. As of May31 discount to NAV was XXXX% so basically all private holdings are written off by the market Buybacks are ongoing. Some infopictures: 1/x"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1942971879402111096) 2025-07-09 15:39:29 UTC 1144 followers, XXX engagements "$BBIO Never talked much about this on here have sold the majority of my shares over the last couple of days. Rationale: X. At XXXX bn$ EV its a different beast than in 20s obviously X. We are all expecting strong Q2 numbers anyway X. If numbers are good KKR dumps again X. If numbers or outlook somehow disappoint (dont think so but what do I know) will be punished severely X. We are around the conversion price for over XXX bln$ of convertibles delta-hedging will put incremental pressure on the stock Just think that this combination is a tough setup into Q2 numbers but maybe Im extrapolating"  [@AnotherBio](/creator/x/AnotherBio) on [X](/post/tweet/1946201583898771816) 2025-07-18 13:33:10 UTC 1143 followers, 1356 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AnotherBio
"$ABVX lots have been said but - importantly 🙃- not by me. I usually prepare these situations and act quickly (its a decent edge in biotech if you can trade data quickly after the fact). The (long) halt killed that somewhat sadly. From my superficial analysis this still looks like a long. There will be funds that have to sell out just due to the magnitude of the move and their position getting huge. But there will be many more chasing imo but of course they still have to hold their meetings and bullshit around first. Fundamentally the most important part now will be maintenance data. But as"
@AnotherBio on X 2025-07-23 06:28:29 UTC 1145 followers, 2091 engagements
"proxy already filed for August XX will be quick" @AnotherBio on X 2025-07-23 12:11:40 UTC 1145 followers, XXX engagements
"@thewritser Lets see. Possible have seen those go either way. Stock is tightly held though if only these X holders roll over were talking less than XX% float already" @AnotherBio on X 2025-07-23 13:15:18 UTC 1145 followers, XXX engagements
"$ITOS came in very weak unfortunately did not expect ITOS to pay XX mln to GSK but well here we are. Some buys under water but decent win all around. Also - again - hate the "If Kevin Tang does nothing for X months he gets all assets"-CVR-structure. Why Just why Sold a large portion of shares today but still hold a respectable position. Unfortunately this is just a black box since net cash schedule is not disclosed. At XX cents ($ITOS XXXXX if you account for timevalue its XX cents) the CVR sits at 4.3mln ish. For a net cash sweep and these assets Why not. Cant say Im excited about this but" @AnotherBio on X 2025-07-21 19:05:42 UTC 1144 followers, 1238 engagements
"$SRPT So they will probably do 1-2 bln in profits a year after everyone forgets about this and the stock sits at. 2.8bln $ Okay. (I know its more complicated than that but also.not really)" @AnotherBio on X 2025-07-16 20:15:14 UTC 1144 followers, 7801 engagements
"$BPMC might be last trading day today info from nasdaqtrader has not been accurate always (though no idea what the source for errors in the past was might not be them)" @AnotherBio on X 2025-07-16 11:03:07 UTC 1137 followers, 1370 engagements
"$BPMC lol I think thats a new one for me. You can unvalidly tender nice" @AnotherBio on X 2025-07-17 06:34:39 UTC 1144 followers, 3033 engagements
"$ILMN acquires SomaLogic from $LAB implied sales multiple probably around the 3X ballpark given deferred payment / royalties. Should reflect positively on $SEER - similar transaction would value it at 4.40$+ per share" @AnotherBio on X 2025-06-23 12:49:47 UTC 1143 followers, 1571 engagements
"Hate to be a panican and am far from deep in the woods on $REPL but I think this will weigh heavily on $XBI $BBC in the short term. Not because of the CRL per se but because of this: "The CRL also states that there are items related to the confirmatory trial study design which need to be addressed including contribution of component" This means you can basically not rely on any pre-MAHA-communication and will kill confidence from companies as well as investors. $REPL 10$ Puts changing hands for 1$ yesterday clearly show that this was not expected (especially the "oh and btw screw your" @AnotherBio on X 2025-07-22 12:26:46 UTC 1145 followers, 2739 engagements
"$PRTC Made a post already yday on strong words of CEO / Chair in annual letter but have to follow up on this after reading the transcript. This is the most shareholder-friendly language I have seen in a long time in biotech (if not ever this is biotech though so bar is low 🙃) and coming from a highly credible company - one that already actually did a buyback and tender offer. The fact that you can buy this basically unchanged from this conference call is somewhat mindblowing to me" @AnotherBio on X 2025-05-01 07:55:50 UTC 1137 followers, 4021 engagements
"There was some interest on $BPMC thought Id write down. Didnt do a "KIT inhibitor" deep dive though scientific input welcome. link in bio / comment" @AnotherBio on X 2025-07-11 13:57:46 UTC 1137 followers, 2475 engagements
"$PRTC No idea if there will be any consequences but nice to see that the Board is at least acknowledging shareholders frustration. Might we see. accountability Shocking possibility" @AnotherBio on X 2025-06-16 18:19:27 UTC 1138 followers, XXX engagements
"$SAGE might have a weak day. $BIIB announced its intent to tender its shares. Some folks were hoping for a last-minute-counteroffer from BIIB (they own XX% of Zuruvae) which should be completely off the table now" @AnotherBio on X 2025-07-22 12:46:15 UTC 1143 followers, 1341 engagements
"$SAGE started to re-enter sub 8.97$ today. Dont love the CVR still very skeptical towards the sales milestone payments (they even exceed $SAGE internal expectations). Tender expires July30. If Japan payment hits (expect it to) youll get 9$ and while it is still unlikely youll ever get more youre at least not paying for the upside which makes it a decent bet I guess HSR not expired so far afaik" @AnotherBio on X 2025-07-21 19:13:01 UTC 1144 followers, 3234 engagements
"Quicky idea for $XBI $BBC "fans": $RTW.LN is a publicly traded biotech fund. XX% of holdings are private. As of May31 discount to NAV was XXXX% so basically all private holdings are written off by the market Buybacks are ongoing. Some infopictures: 1/x" @AnotherBio on X 2025-07-09 15:39:29 UTC 1144 followers, XXX engagements
"$BBIO Never talked much about this on here have sold the majority of my shares over the last couple of days. Rationale: X. At XXXX bn$ EV its a different beast than in 20s obviously X. We are all expecting strong Q2 numbers anyway X. If numbers are good KKR dumps again X. If numbers or outlook somehow disappoint (dont think so but what do I know) will be punished severely X. We are around the conversion price for over XXX bln$ of convertibles delta-hedging will put incremental pressure on the stock Just think that this combination is a tough setup into Q2 numbers but maybe Im extrapolating" @AnotherBio on X 2025-07-18 13:33:10 UTC 1143 followers, 1356 engagements