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[@ValueForAll1](/creator/twitter/ValueForAll1)
"$scyx was on their way to restore their minimum bid NASDAQ compliance but on Sep XX someone stopped that XX days restarted and today it was stopped by nonsense "sell the news". Execs are very naive here. Bought the dip. $gsk should just end this suffering with low-ball BO"  
[X Link](https://x.com/ValueForAll1/status/1973074331904450654) [@ValueForAll1](/creator/x/ValueForAll1) 2025-09-30T17:15Z XXX followers, XXX engagements


"$cdxs Finally waking up a bit. TIDES EU is in a month this webinar with Bachem looks interesting. Bachem is a one stop to $lly who are betting a lot on oligos for the upcoming decade"  
[X Link](https://x.com/ValueForAll1/status/1975408139643330975) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-07T03:49Z XXX followers, 1199 engagements


"@Pharmdca Please don't add more"  
[X Link](https://x.com/ValueForAll1/status/1978453105172763052) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-15T13:29Z XXX followers, XXX engagements


"$acet data this week is another signal that CAR-T in I&I is not if but when. Safety will be important of course. But COGS and manufacturing time will be super important. $fate and $ipsc are the best equipped to win on COGS. Fate is on a run Century is a sleeper"  
[X Link](https://x.com/ValueForAll1/status/1976038179527602487) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-08T21:33Z XXX followers, XXX engagements


"$irwd Very likely it's the last month below $X. ACG presentations Abbvie Q3 earnings. Maybe something bigger"  
[X Link](https://x.com/ValueForAll1/status/1976040355175989392) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-08T21:41Z XXX followers, XXX engagements


"$bcrx deal reminds me a bit of $irwd buy of VectivBio. Bet on phase X asset but no CVR used all upfront. And fat debt to finance all that. This ended up badly for $irwd. Not sure how this plays out for BCRX. I prefer $fold approach - pay a small option fee for flipping ph3 card"  
[X Link](https://x.com/ValueForAll1/status/1978063789254754647) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-14T11:42Z XXX followers, 2365 engagements


"As of today the vast majority of building blocks (NQP) for siRNA drugs of e.g. $alny and $nvs is manufactured using hash chemicals with a lot of toxic waste primary in China and India. There should be a better way rooting for $cdxs"  
[X Link](https://x.com/ValueForAll1/status/1972086600210493741) [@ValueForAll1](/creator/x/ValueForAll1) 2025-09-27T23:50Z XXX followers, XXX engagements


"$irwd touched SMA200 today for the first time since forever"  
[X Link](https://x.com/ValueForAll1/status/1973801826748453179) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-02T17:26Z XXX followers, 1176 engagements


"$cdxs focus with ligation is on after phase X or earlier clinical assets with full enzymatic - on preclinical ones. Some people still say they will produce inclisiran for NVS. Nonsense. NVS and ALNY secured their current siRNA manufacturing needs already"  
[X Link](https://x.com/ValueForAll1/status/1974477908040392879) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-04T14:13Z XXX followers, XXX engagements


"If $bmy picks up preclinical Orbital for $1.5B in cash I don't see why $lly has to pay less for $prqr. Novel modalities should be valued appropriately"  
[X Link](https://x.com/ValueForAll1/status/1977038093523075377) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-11T15:46Z XXX followers, XXX engagements


"$tecx On April X 2025 Mcguire (BoD chair) sold 500k shares at $XXXX. The same day GOAT Timothy Springer bought 500k shares at $17.1"  
[X Link](https://x.com/ValueForAll1/status/1978459002947166516) [@ValueForAll1](/creator/x/ValueForAll1) 2025-10-15T13:52Z XXX followers, XXX 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.]

@ValueForAll1 "$scyx was on their way to restore their minimum bid NASDAQ compliance but on Sep XX someone stopped that XX days restarted and today it was stopped by nonsense "sell the news". Execs are very naive here. Bought the dip. $gsk should just end this suffering with low-ball BO"
X Link @ValueForAll1 2025-09-30T17:15Z XXX followers, XXX engagements

"$cdxs Finally waking up a bit. TIDES EU is in a month this webinar with Bachem looks interesting. Bachem is a one stop to $lly who are betting a lot on oligos for the upcoming decade"
X Link @ValueForAll1 2025-10-07T03:49Z XXX followers, 1199 engagements

"@Pharmdca Please don't add more"
X Link @ValueForAll1 2025-10-15T13:29Z XXX followers, XXX engagements

"$acet data this week is another signal that CAR-T in I&I is not if but when. Safety will be important of course. But COGS and manufacturing time will be super important. $fate and $ipsc are the best equipped to win on COGS. Fate is on a run Century is a sleeper"
X Link @ValueForAll1 2025-10-08T21:33Z XXX followers, XXX engagements

"$irwd Very likely it's the last month below $X. ACG presentations Abbvie Q3 earnings. Maybe something bigger"
X Link @ValueForAll1 2025-10-08T21:41Z XXX followers, XXX engagements

"$bcrx deal reminds me a bit of $irwd buy of VectivBio. Bet on phase X asset but no CVR used all upfront. And fat debt to finance all that. This ended up badly for $irwd. Not sure how this plays out for BCRX. I prefer $fold approach - pay a small option fee for flipping ph3 card"
X Link @ValueForAll1 2025-10-14T11:42Z XXX followers, 2365 engagements

"As of today the vast majority of building blocks (NQP) for siRNA drugs of e.g. $alny and $nvs is manufactured using hash chemicals with a lot of toxic waste primary in China and India. There should be a better way rooting for $cdxs"
X Link @ValueForAll1 2025-09-27T23:50Z XXX followers, XXX engagements

"$irwd touched SMA200 today for the first time since forever"
X Link @ValueForAll1 2025-10-02T17:26Z XXX followers, 1176 engagements

"$cdxs focus with ligation is on after phase X or earlier clinical assets with full enzymatic - on preclinical ones. Some people still say they will produce inclisiran for NVS. Nonsense. NVS and ALNY secured their current siRNA manufacturing needs already"
X Link @ValueForAll1 2025-10-04T14:13Z XXX followers, XXX engagements

"If $bmy picks up preclinical Orbital for $1.5B in cash I don't see why $lly has to pay less for $prqr. Novel modalities should be valued appropriately"
X Link @ValueForAll1 2025-10-11T15:46Z XXX followers, XXX engagements

"$tecx On April X 2025 Mcguire (BoD chair) sold 500k shares at $XXXX. The same day GOAT Timothy Springer bought 500k shares at $17.1"
X Link @ValueForAll1 2025-10-15T13:52Z XXX followers, XXX engagements

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/creator/twitter::1373080695728398339/posts