[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.]

[@Andre_AGTC](/creator/twitter/Andre_AGTC)
"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)"  
[X Link](https://x.com/Andre_AGTC/status/1929692821205758449) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-06-03T00:13Z 6071 followers, 22.6K engagements


"$AXSM Executing the long term plan Already X drugs on the market X NDA in the next 2Q - ADA and narcolepcy Sitting solid on #2 in my portfolio. Historically what ever thicket is on #2 got aquitered: $SGEN $KRTX $BPMC $VRNA Let's see if $AXSM can keep the tradition alive"  
[X Link](https://x.com/Andre_AGTC/status/1958902939885416930) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-08-22T14:43Z 6071 followers, 6379 engagements


"Q4 Update top 10+10 $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $MIRM IBAT rare $RVMD RASmuti $CRNX endocrine $BBIO ATTR $SRRK TGFb $ALNY RNAi $CPRX $ABEO $CORT $KYMR $NUVL $QURE $IMCR $NBIX $VKTX $MLYS"  
[X Link](https://x.com/Andre_AGTC/status/1973033636619555030) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-30T14:34Z 6070 followers, 9743 engagements


"Sounds easy First in class with unique MOA and large TAM I had XX aquisition in my port in the last 2.5y and most of them fit this description From my current holding IMO $XENE $MDGL $KRYS $BBIO $RVMD $NKTR fit these requirements"  
[X Link](https://x.com/Andre_AGTC/status/1978264470129414324) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T00:59Z 6069 followers, 8781 engagements


"$GLUE Crossed XX a long term resistance Not only brake over XX but now XX in a week $ZVRA as well $KURA and $TRVI still in XX area but will follow soon IMO $XX is a key psychological # when crossed it propels the stock to XX. So many examples in my short investment time"  
[X Link](https://x.com/Andre_AGTC/status/1978586348958220471) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T22:18Z 6069 followers, 5846 engagements


"@JoseRestonVA @HOThomasWPhelps @basadomente Grok thinks that $APGE has highest probability to succeed against dupi - proven moa with dosing advantage $NKTR good probability new MOA but still injectable $KYMR good probability disease modifying MOA ORAL but early $CRVS low probability dark horse"  
[X Link](https://x.com/Andre_AGTC/status/1979908291955175691) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-19T13:51Z 6069 followers, 5383 engagements


"See below grok comparison on MOA and POS in the AtD market and dominance over dipixent Pobability / Dominance $APGE (NP) High /High MC 3.7B $NKTR Moderate / High MC 1.1B $KYMR Moderate / High MC 4.3B $CRVS (NP) Mod-Low / Mod-Low 0.5B"  
[X Link](https://x.com/Andre_AGTC/status/1979912133992194112) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-19T14:06Z 6071 followers, 4688 engagements


"$CYBN The CEO is stepping down effective immediately. Eric So Cybins Co-Founder and President becomes Interim CEO Is it bc the GAD data are delayed from mid-2025 to q4"  
[X Link](https://x.com/Andre_AGTC/status/1962863568509948287) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-02T13:01Z 6069 followers, 4549 engagements


"$ETNB Roche buying it for 3.5B Ph3 data in h1'27 and 2028. On the market if approved 2029 Meanwhile $MDGL will make a lot of money and controll the market. Not sure if the BO make sense from business point of view unless FGF21 can be expanded into other indications"  
[X Link](https://x.com/Andre_AGTC/status/1968733139892687032) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-18T17:45Z 6072 followers, 1823 engagements


"$KURA has X presentations on ESMO 2025 (Oct 17-21) with KO-2806 FTI (Farnesyltransferase Inhibitor) Mono is just safety. But combo w cabo in RCC may propel the stock if ORR XX% We have X catalysts w KURA - ESMO Oct XX + PDUFA Nov 30"  
[X Link](https://x.com/Andre_AGTC/status/1972289775135768604) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-28T13:18Z 6069 followers, 3580 engagements


"@Liathetrader You may check also $CYBN Alresdy running ph3 in MDD with oral deuterated psilocin. FDA granted them a BTD based on ph2 data Secon program in GAD. Ph2 recruitment completed. Data in q1"  
[X Link](https://x.com/Andre_AGTC/status/1972813348116083156) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-29T23:58Z 6072 followers, XXX engagements


"$OVID Good set of data. OV329 matched or exceeded GABA-AT inhibition by vigabatrin (VGB) Key safty: no evidence of ophthalmic or retinal changes observed Very important bc VGB has issues w blindness I like the data. Will exercise my $1c and build a position"  
[X Link](https://x.com/Andre_AGTC/status/1974109259165237504) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-03T13:48Z 6071 followers, 2335 engagements


"$OVID We have @Maximus_Holla moral support Added at XXXX. It's and addition to Oct 1c which I'll exercise Some ask why such small gain after good data. It's due to shady PIPE financing w warrants But they have now 200M+ cash w efficacy of approved VGB drug w/o safety issue"  
[X Link](https://x.com/Andre_AGTC/status/1974132852632793335) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-03T15:22Z 6072 followers, 8553 engagements


"@Maximus_Holla $OVID Agree. Long way to go. But the drug is . eventually . approvable. It's actually the same as an already approved drug without nasty ophthalmology side effects like blindness"  
[X Link](https://x.com/Andre_AGTC/status/1974141909464645871) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-03T15:58Z 6071 followers, XXX engagements


"@s86CoffeeDev @Maximus_Holla $OVID yes when all warrants are expected"  
[X Link](https://x.com/Andre_AGTC/status/1974142916173181435) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-03T16:02Z 6071 followers, XXX engagements


"$KYMR STAT6 is the only specific transcription factor in the IL-4/13 pathway blocking TH2 inflammation Key catalysts Ph1b AD data in Q4"  
[X Link](https://x.com/Andre_AGTC/status/1974870937574289438) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-05T16:14Z 6072 followers, 6285 engagements


"Two different MOA in FOS Kv7 $XENE and $BHVN GABA-AT $OVID @grok explain the difference of these two MOAs and which one has higher probability of success"  
[X Link](https://x.com/Andre_AGTC/status/1974906541343211735) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-05T18:36Z 6071 followers, 6012 engagements


"$NBIX Long term efficacy and safety data in Huntington's Disease Chorea. It was approved in 2023. These results will potentially help with ramping the drug"  
[X Link](https://x.com/Andre_AGTC/status/1975179816644100235) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-06T12:42Z 6068 followers, 1941 engagements


"$OVID Another catalysts in Q4 is ph1 data with KCC2 transporter OV350 It's interesting bc KCC2 can be utilized in number of CNS indications like psychosis and GAD"  
[X Link](https://x.com/Andre_AGTC/status/1975194765072409006) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-06T13:41Z 6072 followers, 4208 engagements


"$CYBN Trying to come back from the downturn due to CEO departure Watching to cross XXXX to confirm the trend reversal"  
[X Link](https://x.com/Andre_AGTC/status/1975219976182374470) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-06T15:21Z 6070 followers, 2056 engagements


"Sold XX% in $SNDX and got more $KURA Just based on ton of catalysts PDUFA Nov XX NPM AML Ph1b in KMT2A AML Both w their Menin inhibitor Ph1 in RCC and Oh1 in RAS Ph1/2 in HNSCC"  
[X Link](https://x.com/Andre_AGTC/status/1975350189809693105) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-06T23:59Z 6068 followers, 3764 engagements


"$NVO aquires $AKRO in 5.2B deal Roche aquired $ETNB in Sep Cardio metabolic space is hot No position in both but the trend can go on hopefully with stock like $MDGL $MLYS $VKTX in which I have solid positions"  
[X Link](https://x.com/Andre_AGTC/status/1976266451595239581) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-09T12:40Z 6068 followers, 1508 engagements


"$GLUE X hello (holla is trademarked by @Maximus_Holla) Let's see if they brake XX which is long term resistance Some of my stocks are fighting with this round superstitious number. Typically key to propel the stock to XX $ZVRA $TRVI $KURA and soon $BCYC"  
[X Link](https://x.com/Andre_AGTC/status/1976663776306024630) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-10T14:59Z 6068 followers, 7063 engagements


"Many trade on margins and this happens Bios are a bit greener. Some of my top positions are green like $MDGL $RVMD $BBIO $MLYS. If I didn't sell $PTGX and $ABVX 2-3 weeks ago I would be selebrating today. $GLUE is a smallish posion can not compensate for these misses"  
[X Link](https://x.com/Andre_AGTC/status/1976855402559291708) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-11T03:40Z 6068 followers, 2062 engagements


"$MDGL MASH drug now avail in Germany We will see the impact in q1"  
[X Link](https://x.com/Andre_AGTC/status/1977028520326181173) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-11T15:08Z 6072 followers, 3625 engagements


"$PPTA Paulson got it right w Idaho investment PPTA and $IDR"  
[X Link](https://x.com/Andre_AGTC/status/1977726914539204698) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-13T13:23Z 6071 followers, 2241 engagements


"@Pharmdca Still trying to find a good entry point in $COIN since $250☹"  
[X Link](https://x.com/Andre_AGTC/status/1977864850555519310) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-13T22:31Z 6069 followers, XXX engagements


"$NVTS Is getting better now at +250% As biotech investor is easy to spot a gem and hold though ups and downs H/T to @Pharmdca for the tip in low 4"  
[X Link](https://x.com/Andre_AGTC/status/1977873073098424569) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-13T23:04Z 6068 followers, 4895 engagements


"$KRYS Received FDA Platform Technology Designation (PTD) for HSV-1 Vector for the Neurotrophic Keratitis (NK) This new designation is great - KRYS can use manufacturing and safety data from VYJUVEK in the NDA A good news for biotech -FDA is getting more efficient"  
[X Link](https://x.com/Andre_AGTC/status/1978082640327495934) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-14T12:57Z 6069 followers, 1535 engagements


"$IDR $XX hello $PPTA and $IDR are profiting and will keep doing well in the current environment where USA is trying compensate for China total dominance"  
[X Link](https://x.com/Andre_AGTC/status/1978236472747581564) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-14T23:08Z 6068 followers, 3285 engagements


"$RVMD Stifel with $XX PT Key from the note is: First revenue for RVMD in 1Q27 and global revenue of $11.3B by 2035 I had 6.5B in my model implying 13b MC 11B revenue may command 20B MC Today MC is 9.3B so still room to grow"  
[X Link](https://x.com/Andre_AGTC/status/1978565147892351460) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T20:54Z 6072 followers, 4887 engagements


"@A_May_MD "First" and "Only" drug in UC and AD sounds like an understatement of the year @grok list the Approved Drugs for Ulcerative Colitis and Atopic Dermatitis"  
[X Link](https://x.com/Andre_AGTC/status/1978593768249905415) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T22:48Z 6070 followers, 1502 engagements


"$PRAX TAM is significant - about 7-8M ptnts in US alone For comparison $NBIX has $14B MC with 10-15% of that number in TD PRAX today even after a +200% gain is just $3.8B MC A lot of room to grow"  
[X Link](https://x.com/Andre_AGTC/status/1978864767633707057) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-16T16:45Z 6070 followers, 5304 engagements


"$PRAX Innitial target population is 300-600k. At 20k/y it is peak rev 6-12B If it can be used prophylactically in mild cases the target is 2-3M ptnts. It may need additional trail for label expansion if the subgroup analysis is not enough to support Glass Scale I in the label"  
[X Link](https://x.com/Andre_AGTC/status/1978978866522714521) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T00:18Z 6068 followers, 4530 engagements


"$ACHV Awarded voucher for cytisinicline The first FDA Commissioner's National Priority Voucher (CNPV) pilot program The company still doesn't know it - no press release but the stock is already +40% 🤣 My Dec $X calls (see below) will triple overnight"  
[X Link](https://x.com/Andre_AGTC/status/1978984661012316594) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T00:41Z 6069 followers, 5292 engagements


"Opend a position in $JANX at XX Two data sets by the end of the year XXX mCPRX XXX EGFR solids RA capital owns XXXX% of the company Recently Point72 added 1.7M shares"  
[X Link](https://x.com/Andre_AGTC/status/1976295924600131771) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-09T14:37Z 6073 followers, 5351 engagements


"@BowTiedBiotech Good for them is that menin will finance the development of their new FTI $KURA w $850M MC and $630M cash - looks a safe long-term investment (if anything in biotech can be called safe 🙂)"  
[X Link](https://x.com/Andre_AGTC/status/1977370909611569334) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-12T13:48Z 6072 followers, XXX engagements


"$MDGL Citizen raising the bar to 7B of peak sales"  
[X Link](https://x.com/Andre_AGTC/status/1978829339761299641) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-16T14:24Z 6073 followers, 2954 engagements


"$PRAX Capital raise is well accepted. Stock is up to XXX from offering at XXX It follows the good tradition to gain after secondary following great data $ABVX XX from XX offering $NKTR XX from XXXXX offering I guess $PRAX will trade sooner or later at XXX to 300"  
[X Link](https://x.com/Andre_AGTC/status/1979182649684943163) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T13:48Z 6072 followers, 2897 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"  
[X Link](https://x.com/Andre_AGTC/status/1880381394528227571) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-01-17T22:27Z 6072 followers, 18.9K engagements


"$MLYS Strong cap raise at XXXXX (2 oversubscribed) Now trades at 2.1B MC with about 600M cash Next catalysts - NDA in q4. IMO they will be BO by the end of the year. Only open question is if the BO will be before or after NDA filing 3x since first recommended 5-6x at BO"  
[X Link](https://x.com/Andre_AGTC/status/1963682421083414665) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-04T19:15Z 6072 followers, 7123 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"  
[X Link](https://x.com/Andre_AGTC/status/1945600827659264000) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-07-16T21:45Z 6072 followers, 33K engagements


"My plays this week - so far so good $SRRK CRL but the stock is up +25% (miracles happen) $CRNX Approved +26% $QURE good data +300% Last on the list $MLTX Ph3 HS data any day now Heavy option activity 1600 contracts 85c - 1.13M bet Breakeven XX. Craaazyyy"  
[X Link](https://x.com/Andre_AGTC/status/1971627863905587665) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-09-26T17:28Z 6071 followers, 5590 engagements


"$SRRK Now we understand the reason for the CRL - manufacturing problems are more serious than originally anticipated"  
[X Link](https://x.com/Andre_AGTC/status/1977747701153386891) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-13T14:46Z 6071 followers, 2522 engagements


"$RXRX My losing position until Oct X now is +35%. Only in biotech you can get w/o any major news. I would like $SDGR to follow. Probably by the end of year when they introduce toxicity model"  
[X Link](https://x.com/Andre_AGTC/status/1978557912336277913) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-15T20:25Z 6070 followers, 2495 engagements


"$PRAX Capital raise of 525M at $XXX / share They will have about 1M cash It was supper fasr"  
[X Link](https://x.com/Andre_AGTC/status/1979034693191209217) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-17T04:00Z 6070 followers, 5266 engagements


"$VRDN Jefferies w XX PT based on competitor $RHHBY not competitive results Enrolment in both trails completed with data in h1'25 TED market is 4B or 8B if early stages are included $VRDN MC is 2B with 560M cash"  
[X Link](https://x.com/Andre_AGTC/status/1979552219230872010) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-18T14:16Z 6069 followers, 1686 engagements


"@HOThomasWPhelps @JoseRestonVA @basadomente I am not competent to answer this question. Still learning about the space from you @JoseRestonVA @A_May_MD and Grok I personally have solid position in $NKTR (from 0.5c converted to shares at expiration) and moderate in $KYMR via ITMs Based on grok review I may open one in $APGE"  
[X Link](https://x.com/Andre_AGTC/status/1979914080996512159) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-19T14:14Z 6069 followers, XXX engagements


"ESMO plays look good so far $IDYA nice Ph2 OS data of Daro/Criz in L1 mUM. Will hold and may add $KURA good 50%ORR in 2L RCC May not hold if jump too much $CELC nice efficacy and safety in Ph3 PIK3CA. Will hold for now - more readouts and NDA is comming"  
[X Link](https://x.com/Andre_AGTC/status/1980225881152045407) [@Andre_AGTC](/creator/x/Andre_AGTC) 2025-10-20T10:53Z 6069 followers, 1850 engagements