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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"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1890729892213309514) 2025-02-15 11:48:29 UTC 2628 followers, 2431 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"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923211793607893176) 2025-05-16 02:59:57 UTC 2629 followers, 1263 engagements


"*UPDATE* $lly $nktr case. Firstly $lly have changed one of their attorneys. Now this doesnt necessarily mean they had issues with her or because they were losing the case in their eyes could merely be to bring in attorneys with different expertise like settlement or for the trial depending on where they think the case is headed. Also today we saw another order that pushes the deadline for both $nktr and $lly to file joint Omnibus Sealing Motion from 07/28 to 08/18. Theyve basically come to a mutual agreement and are asking the judge to approve it. Whats the agreement about 05/19 both agreed"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1947418546075799876) 2025-07-21 22:08:57 UTC 2957 followers, 18.6K engagements


"Velan Q424 13F Recap: (1/3) New: $DSGN $EDSA $ERAS $IMNM $MLYS $SCPH $SLRN $TELA $TIL $UPB Increased: $ACRS $AVTX $CRBP $CTMX $FDMT $GERN $KMPH $LRMR $OVID $PRQR $RGLS $STRO $TARA $TRML $VRNA $VTYX"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923221018853712061) 2025-05-16 03:36:37 UTC 2619 followers, 2435 engagements


"Full port long into whatever Darwin full ports (basically) next. $vrna $insm"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1942896122063716701) 2025-07-09 10:38:27 UTC 2856 followers, 5085 engagements


"Baker Q125 13F Recap: (3/4) Unchanged: $MDGL $NMRA $NRIX $NTLA $PRAX $PRLD $PRME $RARE $REPL $RLAY $ROIV $RVMD $SGMT $SKYE $SMMT $SRZNW $STOK $TARA $TCRX $TRDA $TSHA $TSVT $TYRA $VERV $VTVT $WVE $XNCR"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923222065622000094) 2025-05-16 03:40:46 UTC 2630 followers, 2587 engagements


"EcoR1 Q125 13F Recap: (2/3) Unchanged: $MDGL $NGNE $NUVB $ORIC $PRME $PRTA $REPL $RLAY $RNA $SRZNW $TNGX $VERV $VYGR $XNCR Decreased: $ALGS $DNA $ETON(call) $KURA $QURE(call) $TCRX"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923207607138799805) 2025-05-16 02:43:19 UTC 2630 followers, 1748 engagements


"Vestal Point Q424 13F Recap: (1/4) New: $ALEC $ARCT $BRKR $CDTX $CNTA $COGT $CRNX $DHR $DYN $GEHC $KNSA $MLTX $SRRK Increased: $ACLX $BCAX $DAWN $DNTH $ESTA $FATE $FOLD $GERN $GLPG $GPCR $IMTX $IMVT $NRIX $PRGO $QURE $SVRA"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923221286932660456) 2025-05-16 03:37:41 UTC 2666 followers, 2800 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)"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923211795650445624) 2025-05-16 02:59:58 UTC 2621 followers, XXX engagements


"Eversept Q125 13F Recap: (1/4) New: $NBIX $GKOS $GMED $QQQ $ALGN $MOH $NVAX $ETNB $MRVI $KPTI $EHTH $ACIU Increased: $NTRA $SNDX $VERA $SPY(put) $CYH $PCVX $BRKR $CNC"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923208878537265323) 2025-05-16 02:48:22 UTC 2629 followers, 1210 engagements


"Ikarian Q424 13F (4/9): increased (2/2): $galt (call) $galt (put) $gpcr $imux $kod $lxeo $lyel $mlys $nktr $nmra (call) $rckt $rcus (call) $tara $vtyx $xbi (put) unchanged (1/3): $abos $achl $aeon $akro (put) $allk $aneb $avtx $bgne (call) $capr (put)"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1890868581602132452) 2025-02-15 20:59:35 UTC 2623 followers, 2138 engagements


"Oral hearing for the $nktr $lly case later this week (10 am PST Thursday) What to expect The hearing could - address motions for summary judgment and dismissal of claims or counterclaims. -address ongoing discovery disputes (like $LLY request for Teams and non-custodial docs). - clarify case strengths accelerating negotiations. In the hearing Judge James Donato will preside over and scrutinize $nktr evidence of $lly alleged breach of the CRE covenant and data manipulation as well as Lillys defenses under Section XXXX of the 2017 agreement which bears have been bringing up (it basically limits"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1944913261238825187) 2025-07-15 00:13:50 UTC 2818 followers, 11.3K engagements


"$nktr trading like they sent in Harvey Specter to $lly HQ this afternoon"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1945570651080654997) 2025-07-16 19:46:04 UTC 2959 followers, 14.9K engagements


"@MSollender @jq1234t We can comeback to this post $repl news. You might be onto something here"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1943786436647694423) 2025-07-11 21:36:14 UTC 2630 followers, 1064 engagements


"Tang Q424 13F Recap: (3/5) Increased: $IOVA $ITCI $ITOS $JANX $JAZZ $JNJ $JPM $KALV $KNSA $KO $LEGN $LQDA $LXRX $MRNA $MSFT $NKE $NKTX $OKUR $OTLK $PFE $PHAT $PTCT $PYPL $RCKT $REGN $REPL $RVPH $SNDX $STOK $TARS"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923220820366630932) 2025-05-16 03:35:49 UTC 2619 followers, 2266 engagements


"Eversept Q125 13F Recap: (4/4) Closed: $VTRS $TLT(put) $EW $DXCM $GH $AZN $MEDP $XENE $HSIC $DHR $PDCO $EOLS $SUPN $TSVT $MREO $ZLAB $ARQT $XRAY $KPTI $ABSI"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923208886204407824) 2025-05-16 02:48:24 UTC 2641 followers, 1143 engagements


"Fair to raise the point tho I mean the timing of both moves. S&P was ATH yest but yes X% drop relative to settlement amount is huge although we dont know the scale / whats been going on behind the scenes. When was the last time a co as small as $nktr took on a giant like $lly with a solid case. Implications could be bigger than we think"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1946160357099086214) 2025-07-18 10:49:21 UTC 2814 followers, 1145 engagements


"Eversept Q125 13F Recap: (2/4) Increased: $VRDN $UTHR $BCRX $IONS $TVTX $HUM $NAMS $ZBIO $MRUS $IFRX $AMRN $STRO $ALEC $AUTL Unchanged: $ZIMV $ITOS Decreased: $GSK $QQQ(put) $HCA $PKI $HQY $PTGX"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923208880869233123) 2025-05-16 02:48:23 UTC 2629 followers, XXX engagements


"EcoR1 Q125 13F Recap: (1/3) New: $AKRO $BEAM $KLRS $MTSR $SLDB Increased: $AADI $ATRA $ETON $IMNM $QURE $SRPT $TECX $ZYME Unchanged: $ADAP $ANAB $APLS $BCYC $CRNX $CRSP $DAWN $GLPG $GLUE $JANX $JAZZ $KROS $MBX"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923207604714533347) 2025-05-16 02:43:19 UTC 2637 followers, 2545 engagements


"Deep Track Q125 13F Recap: (3/3) Unchanged: $ITCI $KRRO $MBX $OLMA $RAPP $RAPT $RGLS $SEPN $TERN $ZURA Decreased: $AVTX $BCYC $GH $GLPG $IVVD $MNMD $NVAX $PLRX Closed: $CNTA $FDMT $GMAB $HRMY $NKTR $NMRA $NMRA(call) $SAVA(put) $SWTX $VRNA"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923205957913370771) 2025-05-16 02:36:46 UTC 2631 followers, 1650 engagements


"PDUFA outcomes for me: $reta ❌ (had bet on CRL) $mdgl ✅ $srpt ✅ $bbio ✅ $aplt ❓ (betting on CRL)"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1861829204976750961) 2024-11-27 17:47:28 UTC 2621 followers, 11.6K engagements


"PDUFA watch: $repl : expecting a broad approval on time more concerned about the launch"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1946274376581530025) 2025-07-18 18:22:26 UTC 2951 followers, 6446 engagements


"$nktr case update Around the same time as the case docket was updated steady accumulation began. Stock is 150m EV any settlement here would be worth at least XX% from here. Having said that the stock is STILL under valued on AtD alone"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1945924783012475119) 2025-07-17 19:13:16 UTC 2953 followers, 8224 engagements


"Eversept Partners Q424 13F Recap: (1/3) New: $azn $brkr $dxcm $ew $gh $hsic $itos $medp $pcvx $pdco $supn $tfx $tlt (put) $xene $xray Increased: $bcrx $cldx $cnc $elv $hca $hqy $iclr $insp $lqda $ntra $ptgx $tsvt $vrdn $xoma"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1890713873965047919) 2025-02-15 10:44:49 UTC 2640 followers, 1829 engagements


"Ikarian Q424 13F (3/9): new (3/3): $teva (call) $tgtx $thrd $traw $trvi $tvtx $tyra $vigl $vir $vir (call) $vrna $vtgn $xbi (call) Increased (1/2): increased: $bmea (put) $bpmc $capr (call) $catx (put) $crnx $crvs (call) $cybn $dyn (put) $eols $fdmt $fulc"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1890868579039367431) 2025-02-15 20:59:34 UTC 2623 followers, 1678 engagements


"Avoro Q125 13F Recap: (1/2) New: $CNTA Increased: $ASND $BPMC $ETNB $KRYS $KYMR $MRUS $RNA $SEPN $SRPT $TRML $VERA $XENE Unchanged: $AADI $ALKS $APLS $ARGX $ARWR $AUTL $MDGL $MLTX $MNKD $OCUL"  
![@seedy19tron Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475807577086861315.png) [@seedy19tron](/creator/x/seedy19tron) on [X](/post/tweet/1923203502114734547) 2025-05-16 02:27:00 UTC 2633 followers, 2135 engagements