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[@Andre_AGTC](/creator/twitter/Andre_AGTC)
"Update top 10+10 (after $BPMC BO) $MDGL NASH $VRNA COPD $AXSM CNS MDD $XENE CNS seizures $KRYS DEB $VKTX obesity $KYMR TPD $RVMD RASmuti $MIRM Rare $CPRX $BBIO $IMCR $SRRK $MLTX $ACAD $CRNX $ABEO $NBIX $BHVN"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1929999390111875301) 2025-06-03 20:31:26 UTC 5674 followers, 23.7K engagements


"$RARE (new stock for me) MC 2.8B after the drop today Projected revenue 2025: 640-670M Cash 560M for less than a year PDUFA Aug XX in Sanfilippo Ph3 in Angelman h2'25 Glycogen Storage BLA submission in mid-2025 Even w/o OI the stock should do well"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1943124117391056989) 2025-07-10 01:44:25 UTC 5667 followers, 15.7K engagements


"Moving to Q3 events of (my) interest $BHVN Ph3 in OCD +/- $CBYN Ph2 in GAD + $KRYS Ph1/2 in CF + $MLTX Ph3 in HS + $PRAX Ph2 in FOS +/- $RARE Ph3 in OI +/- BLA in Sanfilippo + $SRRK PDUFA in SMA + $APGE (NP) Ph2 in AD $BBIO Ph3 in ADH1 + $RVMD Ph3 trail design in PDAC"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1940171594757701898) 2025-07-01 22:12:09 UTC 5666 followers, 11.1K engagements


"$MLYS Jefferies pt15 vs BoA pt XX and Stiffel pt45 Jefferis negative view is that $AZN would have berrer commercial success w similar efficacy IMO Jefferies is missing the key point. MLYS will find a partner MC 940M w 340M cash first on market $AZN bought CINC for 1.8B"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1944860379856732192) 2025-07-14 20:43:42 UTC 5666 followers, 3494 engagements


"$NUVL Rolling NDA in ROS1 2L Starting ph3 in ALK NSCLC 1L After $BPMC acquisition NUVL is moving to my top two oncology positions after $RVMD"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1938988683396366716) 2025-06-28 15:51:41 UTC 5660 followers, 3135 engagements


"@wshao8 I wish is $MDGL and /or $AXSM but my gut feeling says $SRRK"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1943051807208673786) 2025-07-09 20:57:05 UTC 5665 followers, XXX engagements


"$ABVX Exelent presentation of UC case 8w top-line induction data in Aug'25 44w maintenance data in Q2'26 NDA submission h2'26 if success High risk readout bc induction phase is prone to placebo response Plus inverse dose effect in ph2b is a red flag But is worth the risk imo"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947423989850112393) 2025-07-21 22:30:35 UTC 5675 followers, 3465 engagements


"My portfolio return this year 5d X% 1mo +17.9% 3mo + XXXX% 6mo +74.1% YTD +107.3% Will keep core positions and co w near term events $CBYN Ph2 in GAD mid'25 $MLTX Ph3 in HS Sep $PRAX Ph2 in FOS mid'25 $SRRK PDUFA in SMA Sep $AMLX Ph3 in PSn Palsy mid'25 $CRNX PDUFA Sep"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1946724422523531437) 2025-07-20 00:10:45 UTC 5675 followers, 9412 engagements


"@lfholt @Pharmdca @Maximus_Holla @BowTiedBiotech @jfais20 Excluding cash +$BTC Currently XX% commercial XX% near term / potential blockbusters +17% lotto short term play Cash is XX% of total"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947027886596063509) 2025-07-20 20:16:36 UTC 5673 followers, XXX engagements


"$NVS (NP) unsolicited M&A advice They failed in HS plus Cosentyx can't compete w UCB Bying $MLTX will solve both problems (pending ph3 data in Sep) SMA is not doing well. $SRRK will fit well - after PDUFA in Sep $NUVL will add to oncology port w NSCLC $MLYS will boost cardios"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1946200793524146253) 2025-07-18 13:30:02 UTC 5675 followers, 4036 engagements


"Update top 10+5 (after $BPMC BO) $MDGL NASH $VRNA COPD $AXSM CNS MDD $XENE CNS seizures $KRYS DEB $VKTX obesity $KYMR TPD $RVMD RASmuti $MIRM Rare $CPRX $SRRK $CRNX $NBIX $BHVN"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1929688385318539596) 2025-06-02 23:55:37 UTC 5671 followers, 24.4K engagements


"2024 Year-end resolutions was to get $ITCI $MDGL $VRNA $BPMC $AXSM acquired XX% completed by mid year $VRNA $BPMC $ITCI gone Only two left guys (I mean BP) please hurry"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1942900537344594351) 2025-07-09 10:56:00 UTC 5659 followers, 3899 engagements


"Top XX catalists by Cowen I'm interested in just X of them $XENE Kv7 channel Ph3 FOS data q4 $RAPP (NP) TARPy8 inhibitor () Ph2 data in Sep Thinking to buy some RAPP shares for the data. My $XX order is still open"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1945448788174283068) 2025-07-16 11:41:50 UTC 5667 followers, 2308 engagements


"Biotech funds performance. First X I follow closely BVF top X $MLTX $RVMD $AXSM Samsara top X $KDNY -Aquired $MLYS $SLRN"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1692518824606576973) 2023-08-18 12:48:27 UTC 5669 followers, 7892 engagements


"@A_May_MD You're making an excellent pitch for $ABVX. But it's a binary event with discerned possibility for a total loss Can you make a disclosure what % of your portfolio if any is allocated to ABVX I personally have XXX% in ABVX a typical lotto thicket size. May add to max 1%"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947651680461357511) 2025-07-22 13:35:20 UTC 5675 followers, 6972 engagements


"Minimalistic approach in action X simple rules - posted before XX acquisions in XXX years X big size $BPMC $KRTX $SGEN $IMGN $ITCI $RETA X mid size $CERE $LBPH $TPTX $PRVB $MTRX $SWTX One small $DICE I expect two more this year (hope for $MDGL or/and $VRNA $AXSM)"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1929692821205758449) 2025-06-03 00:13:15 UTC 5672 followers, 22.2K engagements


"@BowTiedBiotech @Liathetrader Right. The way out of the mess is lower rates - higher growth and lower debt payments. Inflation is byproduct like heat at rocket launch. But we found a way to launch rockets w/o burning them so there is a chance"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947627650731663618) 2025-07-22 11:59:51 UTC 5672 followers, XXX engagements


"I am not the only one complaining about lack of options in $ABVX The point is not to make more money if they trail is successful but to put less capital at risk. Options are the best risk management tool known to men"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947443774038413540) 2025-07-21 23:49:12 UTC 5675 followers, 2627 engagements


"$XENE Added to Russell 3000 and small-cap Russell 2000 Indexes"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1938704641895600631) 2025-06-27 21:03:00 UTC 5660 followers, 2090 engagements


"$ZVRA Cantor with fresh $XX PT Hmm did they buy these massive Aug X and XX calls Or only these mistirious Jul XX calls"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1943313309530231035) 2025-07-10 14:16:12 UTC 5665 followers, 2328 engagements


"Actually 7.5y investing 1000% return so far Innitial glorious 3y huge return incl my lucky bombastic 20x in $ARQL Followed by X disaster year with deep negative returns Finally I think I learned to play the game XX aquisitions in my port in the last 2.5y Stock +deep ITM calls"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947019881339048123) 2025-07-20 19:44:48 UTC 5675 followers, 5468 engagements


"$MLYS w $XX PT by Stifel That's 2.2B MC Reminder - $CINC was bough for 1.8B with significantly worse data after rejecting 3B offer before the ph3 readout"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1899124035776086111) 2025-03-10 15:43:48 UTC 5673 followers, 8945 engagements


"Another problem with $ABVX - no options 🤨 The only way to play is to go with naked shares It makes a high risk binary readout double risky"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947425971751010724) 2025-07-21 22:38:27 UTC 5675 followers, 1330 engagements


"$CRNX with $XX PT Citizens think they have CAH asset currently discounted imo"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1940486625618022761) 2025-07-02 19:03:58 UTC 5660 followers, 1952 engagements


"$AMLX Reports ph2/ 2b data on ENDO XX XX mg once daily w XX% LS mean reduction (p=0.0031) vs. baseline in L2 and L3 hypoglycemic events in PBH. XX% of the participants experiencing no events during the treatment period That's dose level and protocol for ph3 w data in H1'26"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1944510261219487904) 2025-07-13 21:32:28 UTC 5660 followers, 3286 engagements


"$VRNA BO by $MRK for 10B - $107/share My top positions keep getting aquired XX acquisions in XXX years X supper size $VRNA (14% of port) X big size $BPMC $KRTX $SGEN $IMGN $ITCI $RETA X mid size $CERE $LBPH $TPTX $PRVB $MTRX $SWTX One small $DICE Next on my list $MDGL &; $AXSM"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1942898526096117806) 2025-07-09 10:48:00 UTC 5666 followers, 13.9K engagements


"Q3 events update BHVN Ph3 in OCD mid'25 $CBYN Ph2 in GAD mid'25 $KRYS Ph1/2 in CF mid'25 $MLTX Ph3 in HS Sep $PRAX Ph2 in FOS mid'25 $RARE Ph3 in OI Q3 +BLA in Sanfilippo Aug XX $SRRK PDUFA in SMA Sep XX $AMLX Ph3 in PSn Palsy mid'25 $COGT nonadv SM Jul $BBIO Ph3 ADH1 Good luck"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1942021388404994263) 2025-07-07 00:42:34 UTC 5667 followers, 10.7K engagements


"Update top 10+10 (after $VRNA BO) $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $VKTX metabolic $MIRM IBAT rare $MLTX I&I IL17A/F $SRRK TGFb $ALNY RNAi $RVMD RASmuti $BBIO $CRNX $CPRX $ABEO $KYMR $NUVL $IMCR $ACAD $CORT $NBIX"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1945600827659264000) 2025-07-16 21:45:59 UTC 5675 followers, 6635 engagements


"$BBIO Many analysts are bullish based on the expected strong launch"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947264906807366008) 2025-07-21 11:58:26 UTC 5674 followers, 2043 engagements


"$PRAX score 2p FIC - nothing else works in ET 2p No competition - all other failed 2p TAM 4B+; 9B all programs 2p Funds - Perceptive Venrock Cormoran RA Baker Bros XX% X. Pipeline: 2p (ET Epilepcy DEE) Total score XX of XX Conditional on pending ET ph3 interim analysis"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1880381394528227571) 2025-01-17 22:27:14 UTC 5673 followers, 18.8K engagements


"@SaicharanAitha You can lower the risk buying calls I recomend Jan 5c You can buy it for about XXXX. Brake even is XXXX only X% above current price If they fail your max loss is XXXX If they succeed- you participate as with shares (-5% premium) I have Jan 5c at XXXX but XXXX is good level"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1946929614380564491) 2025-07-20 13:46:06 UTC 5671 followers, XX engagements


"@Liathetrader Isn't it funny that we can't predict what is happening in the next X mo but we know for sure what is going to happen in 2028 Even funnier is that the prediction is based on a hypothetical nutlicker"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947441319569465384) 2025-07-21 23:39:26 UTC 5675 followers, XXX engagements


"@HealthcareNinj1 You are right about OTM call. Too risky I never do it. But ITM calls keep their value. If the stock stays flat for a year the decline of value is Strike + Premium - SharePrice When buying calls I try to keep the above difference bn X% to XX% max"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947062682558894437) 2025-07-20 22:34:52 UTC 5673 followers, 2762 engagements


"$SRRK Now MC 3.9B. Solid volum in the last 5-6 days. Some accumulation is going on. A bit early for Sep PDUFA or the market expects an early approval"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1945591993083584793) 2025-07-16 21:10:53 UTC 5668 followers, 1826 engagements


"$VRNA aquisition has positive effect on bios which are potential BO candidates $MDGL +7.3% $MIRM +6.4% $BBIO + XXX% $SRRK + X% $CRNX + 10.1%"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1943157293228474676) 2025-07-10 03:56:15 UTC 5660 followers, 9655 engagements


"The power of beeing top dog in their field Mast cell: $BPMC (bo) COPD: $VRNA (bo) NASH: $MDGL CNS: $XENE GT: $KRYS Obesity: $VKTX FcRN: $IMVT $ARGX IL17: $MLTX Rare: $BBIO Onco: $RVMD $NUVL RNAi: $ALNY"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1942906768213840373) 2025-07-09 11:20:45 UTC 5668 followers, 10.1K engagements


"In similar table from 2023 X of of XX were aquired as predicted - XX% success rate $CERE by $ABBV $IMGN / ABBV $MRTX / $BMY $KRTX / BMY $SGEN / $PFE $RETA / $BIIB $BPMC / $SNY The remaining X may get also BO $AXSM $TGTX $RYTM"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1935704423541440976) 2025-06-19 14:21:12 UTC 5672 followers, 8585 engagements


"$RVMD & $SMMT to develop combo RAS(ON) inhibitors pan-RAS (RMC-6236) G12D (RMC-9805) and G12C (RMC-6291) with PD-1 / VEGF bispecific from SMMT Focus will be RAS mutant NSCLC PDAC and CRC $RVMD will run the studies"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1939668738866843752) 2025-06-30 12:53:59 UTC 5660 followers, 2387 engagements


"$PRAX Biofunds ownership Cormorant X% +95% Perceptive X% +14% Venrock XXX% +31% RA XXX% nc Perceptive call new Baker bros XXX% +2.6%"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1891120311954780510) 2025-02-16 13:39:52 UTC 5663 followers, 4475 engagements


"@ThinkPatient Agree. Here is what you can do Spread Set a bit in the mid of the spead . and wait. Bios are volatile going up (never chase) and down. On down day the bit will be filled Volume You don't trade your calls it is your core position so you don't need volume Trade shares if needed"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1947058191751078327) 2025-07-20 22:17:02 UTC 5673 followers, 2272 engagements


"A lot of drama this week to finish +/-0% Last two months were great - two big aquisitions ($VRNA & $BPMC) 6mo also incl $ITCI BO YTD return +107.7% So one or more weeks of consolidation is not a bad thing even if it last until the end of 2025"  
![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1477330488960368642.png) [@Andre_AGTC](/creator/x/Andre_AGTC) on [X](/post/tweet/1946413573128786235) 2025-07-19 03:35:33 UTC 5675 followers, 12.5K engagements