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[@seedy19tron](/creator/twitter/seedy19tron)
"Boxer Capital Q4/24 (2/3): Unchanged (2/2): $olma $oric $prld $prta $pstx $rckt $rcus $rna $rvmd $sana $smmt $srrk $srznw $swtx $tern $thrd $til $xene $zntl $zura Decreased: $agle $apge $apls $bold $dbvt $itos $kymr $rlay $tyra"  
[X Link](https://x.com/seedy19tron/status/1890729892213309514) [@seedy19tron](/creator/x/seedy19tron) 2025-02-15T11:48Z 8713 followers, 2600 engagements


"Ikarian Q125 13F Recap: (8/11) Decreased: $RNAC $RZLT $SNSE $SRRK $SRRK(call) $SWTX $TARS $TGTX $TRAW $TYRA $VIGL Closed: $ABEO(call) $ACHL $AEON $AGLE $AKRO(put) $ALGS $ALT(call) $AMLX $AMGN(call) $ANAB(call) $ANAB(put) $ATXI $AXSM(call) $BCLI"  
[X Link](https://x.com/seedy19tron/status/1923211793607893176) [@seedy19tron](/creator/x/seedy19tron) 2025-05-16T02:59Z 8713 followers, 1435 engagements


"Ikarian Q125 13F Recap: (9/11) Closed: $BGNE(call) $BMEA(put) $CADL $CADL(call) $CADL(put) $CALM(put) $CAPR(put) $CATX $CATX(put) $CMPS $CRBP $CRDF $CTMX $DNA(call) $DYN(put) $EWTX(put) $FDMT $GALT $GALT(call)"  
[X Link](https://x.com/seedy19tron/status/1923211795650445624) [@seedy19tron](/creator/x/seedy19tron) 2025-05-16T02:59Z 8713 followers, XXX engagements


"Braidwell LP Q225 13F Recap: (1/2) New: $CAI $CBIO $GMED $SION $SRZN $UNH Increased: $ARGX $CSTL $EWTX $INSP $ISRG $KRYS $MDGL $NUVL $PEN $RGEN $TMO $XENE Unchanged: $AGLE $CELC $CGON $DHR $KIDS $LUNG $MRVI $VKTX $XNCR $ZURA"  
[X Link](https://x.com/seedy19tron/status/1956779442551894043) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T18:05Z 8713 followers, 3383 engagements


"My $nktr settlement scenarios. Settlement should: - solve the ph3 funding problem - cleaner story for potential acquirer - mgmt stronger position for partnership/ deal talks - higher floor - readthrough that Rezpeg is here to stay and $lly were wrong (which we already know but some folk still dont agree) - no more legal burden - lower cash burn"  
[X Link](https://x.com/seedy19tron/status/1972700945474527507) [@seedy19tron](/creator/x/seedy19tron) 2025-09-29T16:32Z 8713 followers, 97.3K engagements


"FWIW WSJ never misses ( $cytk was not a miss imo self sabotage on the finish line doesnt count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + X other big takeover maybe $cdtx + taco limit up. MAGICAL MONDAY 🙏 $xbi Also @Biotenic s Substack is the ONLY one I have a paid subscription for. So useful"  
[X Link](https://x.com/seedy19tron/status/1977430424231035278) [@seedy19tron](/creator/x/seedy19tron) 2025-10-12T17:45Z 8713 followers, 30.3K engagements


"We might be getting to the $immu x $gild levels of silly takeout valuation for $abvx at $20B and I dont see why not $5B peak sales 4x M&A multiple Garidel make it happen. h/t @jw929204 for making that point"  
[X Link](https://x.com/seedy19tron/status/1976595615489368450) [@seedy19tron](/creator/x/seedy19tron) 2025-10-10T10:28Z 8713 followers, 22.5K engagements


"@BlaseBio $eypt over $ocul anyday"  
[X Link](https://x.com/seedy19tron/status/1978192775322521980) [@seedy19tron](/creator/x/seedy19tron) 2025-10-14T20:14Z 8713 followers, 1236 engagements


"$slno long idea (as promised): $slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged X and older. For those unfamiliar with PWS its a rare genetic disorder characterized by insatiable hunger obesity and high mortality risk from comorbidities. PWS affects 1:15000 live births (8000-12500 U.S. patients and 20000 in EU). VYKAT XR is an extended-release formulation of diazoxide choline a potassium channel activator reducing hyperphagia by modulating neuronal activity. Lets focus on the numbers that are"  
[X Link](https://x.com/seedy19tron/status/1974156395218907337) [@seedy19tron](/creator/x/seedy19tron) 2025-10-03T16:55Z 8713 followers, 53.6K engagements


"Big pharma are shopping. So should we $xbi 🐂 $ptgx $jnj"  
[X Link](https://x.com/seedy19tron/status/1976679784441893046) [@seedy19tron](/creator/x/seedy19tron) 2025-10-10T16:02Z 8713 followers, 7958 engagements


"The Weekly Longs $abvx $nktr $cdtx $slno $qure $pali $avtx $zura $ovid Shorts $avxl $tvrd Just want to let everyone know. We are still in a bull market. These hiccups are expected but $xbi way more to go so dont be a panican todays the day to be buying not selling. Today if this premarket action lasts through into open Im buying $nktr and $cdtx $abvx - we came close to a triple figure number but will get there eventually. Logic says wait till maint data from a buyers perspective. But one of those things it where it can be taken out any day. Only takes one to say BP that we going for $abvx now"  
[X Link](https://x.com/seedy19tron/status/1979145092599251347) [@seedy19tron](/creator/x/seedy19tron) 2025-10-17T11:18Z 8713 followers, 17.6K engagements


"Ikarian Capital Q225 13F Recap: (3/8) Increased: $DCTH $DYN $FULC $GERN $INSM $MLTX (put) $PCVX $PRAX $RARE (call) $RARE (put) $SLNO (put) $SRPT $VKTX $VKTX (call) $VRNA Unchanged: $ABOS $AMIX $ANEB $APLS $ARCT $CMMB $DRUG $EVAX $IBIO $IMUX $INBX $JANX"  
[X Link](https://x.com/seedy19tron/status/1956793209163587703) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:00Z 8667 followers, 1866 engagements


"Logos Global Q225 13F Recap: (1/3) New: $APLS (call) $ARVN $ARVN (call) $BCAX $BHVN $BIIB $CBIO $CDTX $IMCR $JADE $JAZZ $KRYS $LEGN $LRMR (call) $MTSR $NBIX $PRAX $RYTM $TEVA (call) $UNCY $VSTM $XBI (call) $XNCR"  
[X Link](https://x.com/seedy19tron/status/1956794653581230452) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:06Z 8667 followers, 3704 engagements


"Vestal Point Q225 13F Recap: (2/3) Increased: $CYTK $DAWN $DNTH $FOLD $GEHC $GMED $LXEO $MLTX $NRIX $SRRK $VERA $VYGR $XENE $ZYME Unchanged: $APLT $ATRA $BDTX $CRNX $ENGN $FATE $MGNX $NUVL $OKUR $PASG $STRO $SVRA $TENX $VTYX"  
[X Link](https://x.com/seedy19tron/status/1956806389357027634) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:52Z 8667 followers, 5524 engagements


"Vestal Point Capital LP Q225 13F Recap: (3/3) Decreased: $CDTX $DHR $DYN $GPCR $IMTX $KALV $NYXH $QURE $SLDB $TRAW $TYRA Closed: $ARCT $CNTA $ESTA $GLPG $IMVT $INSM $ITOS $KNSA $LQDA $RARE $SRPT $URGN"  
[X Link](https://x.com/seedy19tron/status/1956806392909623314) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:52Z 8667 followers, 5606 engagements


"@AlecGaffney $rna cooked"  
[X Link](https://x.com/seedy19tron/status/1972714729261916333) [@seedy19tron](/creator/x/seedy19tron) 2025-09-29T17:26Z 8667 followers, 2436 engagements


"@MatthiasL66075 Stock will trade up because investors were nervous about going to trial + cash burn. Trial being vacated now clean path to being long into AA data"  
[X Link](https://x.com/seedy19tron/status/1978382058566156723) [@seedy19tron](/creator/x/seedy19tron) 2025-10-15T08:46Z 8673 followers, XXX engagements


"Adar X Q4 '24 (8/9): Closed (3/4): $inbs $ions $itci $iti $jspr $jwn $krys $kura $labd $lqda $lumo $masi $mck $mdgl $mirm $mist $mitk $mkdww $mrkr $mrvi $natl $ngne $ntla $nuvl $nvei $nvno $oaku $oklo $opch $orka $pcvx $pgru $phge $phvs"  
[X Link](https://x.com/seedy19tron/status/1890723803950366887) [@seedy19tron](/creator/x/seedy19tron) 2025-02-15T11:24Z 8701 followers, 2193 engagements


"Affinity Q225 13F Recap: (1/5) New: $ABUS (call) $ALT (call) $ATXS $BPMC $CAPR (put) $CBIO $CRSP (call) $ELVN $ENGN $EXEL (put) $JBIO $NVAX (call) $RAPP $SVRA $TSHA $VTYX Increased: $AGLE $AKBA $INSM $LXEO $ORKA $PCVX $ROIV $TRVI Unchanged: $AUTL $CGEM"  
[X Link](https://x.com/seedy19tron/status/1956769002530677053) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T17:24Z 8686 followers, 8824 engagements


"Ikarian Capital Q225 13F Recap: (2/8) New (cont): $LYEL $LYRA $NAMS $NYXH $PCVX (call) $PRAX (call) $PRQR $QURE $QURE (call) $SLN $SNSE $SRPT (call) $VERA $VERA (call) $VYNE $WVE $ZYME $BHVN (call) Increased: $ALNY $APGE (put) $ARVN $CAPR (call) $CDTX"  
[X Link](https://x.com/seedy19tron/status/1956793207045410868) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:00Z 8674 followers, 1459 engagements


"Ikarian Capital Q225 13F Recap: (6/8) Closed: $ABEO $ACLX (put) $ACRS $AEMD $ALLK $ALT (put) $ARCT (call) $BBIO $BBIO (call) $BHVN (call) $BPMC $CELC (call) $CELC (put) $CHRO $CLDX (call) $CLDX (put) $CMPX (call) $CMPX (put) $CORT (call) $CORT (put)"  
[X Link](https://x.com/seedy19tron/status/1956793214746116438) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:00Z 8691 followers, XXX engagements


"Logos Global Q225 13F Recap: (2/3) Increased: $ATXS $DYN $ELVN $ERAS $GPCR $IRON $RNA $RVMD $TRVI Unchanged: $AKRO $DSGN $IMVT $KROS $NUVB/WS $OLMA $RAPP"  
[X Link](https://x.com/seedy19tron/status/1956794656231916005) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:06Z 8667 followers, 2916 engagements


"Say what you want but these guys have been proactive after the wake up call. Near term overhang shifted. Continue to be long $srpt"  
[X Link](https://x.com/seedy19tron/status/1958486146297606241) [@seedy19tron](/creator/x/seedy19tron) 2025-08-21T11:07Z 8682 followers, 12K engagements


"🚨 new long idea and weekly recap $abvx $nktr $srpt **** **** Im actually really excited about this new pitch. Before I go into it please sub. Just kidding we dont do that here. Free alpha Recapping the last week you remember when I said $incy ceo comments reflect well on $nktr guess what one of the old $incy ceos (not the one that left in a bad taste) is on the $nktr board. So could be one to keep an eye out for. Then you also have the summary judgement coming in next week most likely and then the start of the trial is just weeks away. As my golf coach this week said trying to help me time"  
[X Link](https://x.com/seedy19tron/status/1958595598258520528) [@seedy19tron](/creator/x/seedy19tron) 2025-08-21T18:22Z 8688 followers, 74.2K engagements


"Expansion into carcinoid syndrome (Ph X initiation 2H25) targets a 150000-patient U.S. market where SRL compliance remains a challenge. I went over the preclin data and you can see paltus potent SST2 selectivity suggesting potential PFS benefits in NETs. Theyre good to go on the commercial side XX sales reps already on board + Crineticare patient support service and a disease education platform in place. Theyll also be going in with Prem pricing ($70-90K/year). The launch will come good which the street is not appreciating enough you have this prem pricing and paltus superior data compared to"  
[X Link](https://x.com/seedy19tron/status/1958596028254261262) [@seedy19tron](/creator/x/seedy19tron) 2025-08-21T18:24Z 8689 followers, 12.6K engagements


"The Weekly 🌱 $abvx $nktr $qure $zura $avtx $pali $slno $lqda No longer holding: $cdtx $mbx $kalv Before we get into the update quick reminder this Monday AH tune into the space @A_May_MD and I hosting below 500+ individuals have signed up to listen in hopefully some useful insights into the biotech world and our lives. Also in next weeks update since all alpha on here is free (it will always stay like that) I will share a charity where I would appreciate if anyone whos made money from my calls can contribute. Well do it once every quarter. If anyone has a charity/ charitable cause really"  
[X Link](https://x.com/seedy19tron/status/1973772601479586297) [@seedy19tron](/creator/x/seedy19tron) 2025-10-02T15:30Z 8695 followers, 101.2K engagements


"Quick brief $cdtx long thesis up next just need more time to finish it up. It is back in 3rd place as most liked. $slno I posted re this earlier. Today GS with a thorough note and initiate at Buy with a 12-month PT of $XXX Nothing we didnt already know but I think it is time to be mega long $slno I shall continue to add going into earnings all the way upto $XX. (Today I sold XX puts) Dont rule out M&A either. Heres the summary of the report: - Foundational treatment for PWS and blockbuster franchise - rapid penetration in the US market a long duration of treatment limited intermediate term"  
[X Link](https://x.com/seedy19tron/status/1975561676175884564) [@seedy19tron](/creator/x/seedy19tron) 2025-10-07T13:59Z 8686 followers, 31K engagements


"@bio_clouseau Imagine the scenes if $lly buy $srpt lol"  
[X Link](https://x.com/seedy19tron/status/1975630636582113521) [@seedy19tron](/creator/x/seedy19tron) 2025-10-07T18:33Z 8700 followers, 3138 engagements


"Brief note to get everyone up to speed on the flurry of news you may have missed: $qure ripping because of a combination of comments by an HD KOL at a conference and valuation reset like we saw with other names that shot up very quickly whilst still having a substantial way to go. STILL. $pali funny some folk thought it was over or terming it some sort of pump. Its easy to prove the naysayers wrong when your intentions are pure. Point72 with a 6%+ stake AH. Expect a host of filings from other funds over the coming days. Ill say this again were early to the $pali story. Lastly incredibly"  
[X Link](https://x.com/seedy19tron/status/1975700229417578533) [@seedy19tron](/creator/x/seedy19tron) 2025-10-07T23:10Z 8696 followers, 29.7K engagements


"@PickingMyOwn @jw929204 I would be upset at anything less than $20B"  
[X Link](https://x.com/seedy19tron/status/1976596646562570593) [@seedy19tron](/creator/x/seedy19tron) 2025-10-10T10:32Z 8696 followers, 1192 engagements


"@a_a_free Dude its insane from Avoros last filing: Actual rumours: $slno $mltx $rna $ocul Buyouts: $bpmc $trml $etnb Deals: $glue Bezgod for a reason"  
[X Link](https://x.com/seedy19tron/status/1968576044744462681) [@seedy19tron](/creator/x/seedy19tron) 2025-09-18T07:21Z 8704 followers, 3500 engagements


"An incredible morning. Blessed and not long enough $abvx & $pali More on these two and others later today after close"  
[X Link](https://x.com/seedy19tron/status/1975146041344471103) [@seedy19tron](/creator/x/seedy19tron) 2025-10-06T10:28Z 8703 followers, 13.8K engagements


"@yucanding @jw929204 You asking the wrong question. The right question is how expensive will $abvx become the longer it stays independent for BP to acquire"  
[X Link](https://x.com/seedy19tron/status/1976598539229954213) [@seedy19tron](/creator/x/seedy19tron) 2025-10-10T10:39Z 8703 followers, 2403 engagements


"Boxer Capital Q4'24 (3/3): Closed: $argx $akro $bgne $cytk $fate $idya $ipsc $nktr $srpt $tara"  
[X Link](https://x.com/seedy19tron/status/1890731350967128115) [@seedy19tron](/creator/x/seedy19tron) 2025-02-15T11:54Z 8708 followers, 2963 engagements


"Time for the Weekly $abvx $nktr $cdtx $qure $slno $pali $zura $avtx $ovid $lqda BONUS: $ovid long thesis at the end $xbi $bbc would like to start with the biotech sector for any of you calling top and thinking of selling my read is that we ought to continue to keep buying aggressively. Like very aggressively. Yes there will be pullbacks but were still early. M&A is just warming up then Jefferies conf is not far. LPs and other stakeholders in our sector to gonna brag about their healthy returns on the thanksgiving table (alphaaa) and then seasonality suggests a rally into JPM conf where we see"  
[X Link](https://x.com/seedy19tron/status/1976274753133441340) [@seedy19tron](/creator/x/seedy19tron) 2025-10-09T13:13Z 8713 followers, 31.3K engagements


"@A_May_MD Hidden @A_May_MD saying that with a straight face whilst flipping over to his Charles Schwab app few seconds later uncovering the remaining shares"  
[X Link](https://x.com/seedy19tron/status/1976382492010754289) [@seedy19tron](/creator/x/seedy19tron) 2025-10-09T20:21Z 8708 followers, 2583 engagements


"$ovid long ( $cdtx next as soon as I get more time to finish) multi fold opportunity not being appreciated. So as Ive said earlier seems like folk already moved on from $ovid but sleeping on their KCC2 platform. This is the type of opportunity I like. So KCC2 platform alongside their OV329 asset ( GABAergic modulation ) $ovid holds about 5-10x additional value over the next few years from here. Their KCC2 activator platform targets epilepsy and psychosis. It is exclusively CNS-expressed - restores chloride homeostasis which differentiates it from SOC and requires minimal sedation. So theyre"  
[X Link](https://x.com/seedy19tron/status/1976594502266556660) [@seedy19tron](/creator/x/seedy19tron) 2025-10-10T10:23Z 8713 followers, 20.8K engagements


"With todays news of Mark W Hahn joining the board (Verona CFO) $slno board is now Dawn Carter Bir - CCO Reata (acquired by Biogen) William G. Harris - CFO Arbor Pharma (acquired by Xenoport) Andrew Sinclair PhD - also another Verona connection board member (acquired by Merck) Matthew Pauls JD MBA Birgitte Volck MD PhD Anish Bhatnagar MD Profitable soon and I would say sold by JPM 🤝"  
[X Link](https://x.com/seedy19tron/status/1977712063091782062) [@seedy19tron](/creator/x/seedy19tron) 2025-10-13T12:24Z 8713 followers, 16.5K engagements


"To all generalists time for part X of the biotech outperformance train series. Hope you followed the lessons from part X. We have had some minor bruises last few days but you should see the other guys 👀. So lets start off with returns since this series started : 07/28 $spy XXXX% $qqq XXXX% $iwm XXXX% $xbi XXXXX% $bbc XXXXX% The delta has only grown through parts XXX and X and the gap should continue to widen. Oil prices/ inflation expected to come down. (Things like crypto bros getting liquidated and Iran oil sanctions possibly ease the inflation burden). More rate cuts expected. M&A as Ive"  
[X Link](https://x.com/seedy19tron/status/1978099760218230794) [@seedy19tron](/creator/x/seedy19tron) 2025-10-14T14:05Z 8713 followers, 16.4K engagements


"$nktr There were fears that the cash burn at trial plus a possible negative outcome could weigh on stock price. I personally believe that the trial overhang has been a net negative for $nktr and it seems to finally be edging closer to going away. Itll be a long note but I will try to cover everything following this note after hours today: The Court is concerned that a jury trial may not be sustainable in current circumstances. Consequently to conserve jury and judicial resources and reduce the parties' expenditures the pretrial conference set for October XX 2025 and the jury trial set for"  
[X Link](https://x.com/seedy19tron/status/1978228437635473542) [@seedy19tron](/creator/x/seedy19tron) 2025-10-14T22:36Z 8713 followers, 32.2K engagements


"$nktr $lly - govt shutdown argument (happy to be wrong) I found a few examples - All three court cases in the CNDC (California District Court). All three going ahead this month through their various stages either pre trial or trial just started one had a SJ ruling by Judge James Donato just last week. (This doesnt mean courts arent impacted by the shutdown but just take a step back for a second) Govt shutdown began Oct 1st right SJ ruling shouldve come last month for this case. But that too never came despite all the hearings and other relevant protocol (remember oral hearing was cancelled"  
[X Link](https://x.com/seedy19tron/status/1978267336600617260) [@seedy19tron](/creator/x/seedy19tron) 2025-10-15T01:11Z 8713 followers, 37.9K engagements


"Cooking $slno"  
[X Link](https://x.com/seedy19tron/status/1978526336365810034) [@seedy19tron](/creator/x/seedy19tron) 2025-10-15T18:20Z 8713 followers, 8664 engagements


"@holdforwhat @JoseRestonVA @monaco_biotech Healthy folk cheer your first workout. Smart folk support your ideas. Successful people root for others. Confident people bring you up. I wish your friends and you only the best walledstreetrumours"  
[X Link](https://x.com/seedy19tron/status/1978978427014181366) [@seedy19tron](/creator/x/seedy19tron) 2025-10-17T00:16Z 8713 followers, XXX engagements


"No of course not Jose. I respect you man youve made some great trades for the time Ive followed you. We can be have opposing views but only respect for you as a human. It was more sense checking whether $RNA $MDGL longs think its pulled back enough for re add but I do know you have a longer term horizon with your plays"  
[X Link](https://x.com/seedy19tron/status/1979231327976329562) [@seedy19tron](/creator/x/seedy19tron) 2025-10-17T17:01Z 8713 followers, 1707 engagements


"I mean not on my bingo card but if youre $lly $100m trial + they have to cover $nktr legal fees counter claim they withdrew $300m- $400m settlement Then $nktr have $200m in cash Thats $700m of a discount as it is. And no one knows Rezpeg better than them after $nktr In biotech weirder things have happened. Question is what would it take for $nktr to sell"  
[X Link](https://x.com/seedy19tron/status/1979245274187915729) [@seedy19tron](/creator/x/seedy19tron) 2025-10-17T17:57Z 8713 followers, 1422 engagements


"@sleepydragon01 @anthonystaj Idk man im obviously super biased but I dont get why this isnt with $2B+ already"  
[X Link](https://x.com/seedy19tron/status/1979566690980725227) [@seedy19tron](/creator/x/seedy19tron) 2025-10-18T15:14Z 8713 followers, XXX engagements


"@houndcl Damn so youre telling me I should be longer $pali since its $1.4B less than what $morf was at this stage 🙄"  
[X Link](https://x.com/seedy19tron/status/1976256606842077639) [@seedy19tron](/creator/x/seedy19tron) 2025-10-09T12:01Z 8713 followers, 2307 engagements


"@BlaseBio Night owl did a great piece on this. So if not acquired within a year basically they go bust"  
[X Link](https://x.com/seedy19tron/status/1979029866017182067) [@seedy19tron](/creator/x/seedy19tron) 2025-10-17T03:41Z 8713 followers, 1308 engagements


"just to make it easier to understand. Roche data came out last night. At a first glance looked like bad news for $celc (thus stock went down AH) Then today at ESMO looking at the curves from the pres looks like $celc will be okay. Nothing to do with options expiry. Hope this helps"  
[X Link](https://x.com/seedy19tron/status/1979568890528006296) [@seedy19tron](/creator/x/seedy19tron) 2025-10-18T15:22Z 8713 followers, 1650 engagements