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[@3rdFloorCapital](/creator/twitter/3rdFloorCapital)
"I'll caveat it by saying I'm not an expert on $CAPR but isn't this price action batshit crazy Literally got CRLed and already back up 50%. What kind of company pushes Ph3 data hoping for AA if they're confident the drugs gonna hit"  
![@3rdFloorCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1719523401037914112.png) [@3rdFloorCapital](/creator/x/3rdFloorCapital) on [X](/post/tweet/1943669043036094708) 2025-07-11 13:49:46 UTC XXX followers, 1760 engagements


"If I started smoking whatever this guy is on I'd be punting my entire PA into $AVXL and $SAVA (trust me bro the mouse model is derisking)"  
![@3rdFloorCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1719523401037914112.png) [@3rdFloorCapital](/creator/x/3rdFloorCapital) on [X](/post/tweet/1939696052262896000) 2025-06-30 14:42:31 UTC XXX followers, 2209 engagements


"Sarepta Therapeutics (NASDAQ: $SRPT) is a commercial biotech company with drugs that treat DMD. Sarepta sells X types of treatments: Gene Therapy and PMOs. The stock fell more than XX% on Monday after the company disclosed their flagship Gene Therapy (ELEVIDYS) resulted in the death of a second non-ambulatory patient due to Acute Liver Failure. 2/"  
![@3rdFloorCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1719523401037914112.png) [@3rdFloorCapital](/creator/x/3rdFloorCapital) on [X](/post/tweet/1935409792962470299) 2025-06-18 18:50:27 UTC XXX followers, 2377 engagements


"After digging a little and doing some napkin math I think $SRPT is very attractive here. Quick thread on why I like the set up 🧵1/ (Simplifying the science as much as I can without losing substance happy to talk details if anyones interested)"  
![@3rdFloorCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1719523401037914112.png) [@3rdFloorCapital](/creator/x/3rdFloorCapital) on [X](/post/tweet/1935409790555144499) 2025-06-18 18:50:26 UTC XXX followers, 32.7K engagements


"After the recent PR $SRPT has replaced $BBIO as my highest conviction long. Didn't take a single cent of profit on anything apart from ST options trades and actually tripled my equity position this morning. No matter how you slice it this business isn't worth $22/sh"  
![@3rdFloorCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1719523401037914112.png) [@3rdFloorCapital](/creator/x/3rdFloorCapital) on [X](/post/tweet/1945846544831226039) 2025-07-17 14:02:23 UTC XXX followers, 8548 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.]

@3rdFloorCapital "I'll caveat it by saying I'm not an expert on $CAPR but isn't this price action batshit crazy Literally got CRLed and already back up 50%. What kind of company pushes Ph3 data hoping for AA if they're confident the drugs gonna hit"
@3rdFloorCapital Avatar @3rdFloorCapital on X 2025-07-11 13:49:46 UTC XXX followers, 1760 engagements

"If I started smoking whatever this guy is on I'd be punting my entire PA into $AVXL and $SAVA (trust me bro the mouse model is derisking)"
@3rdFloorCapital Avatar @3rdFloorCapital on X 2025-06-30 14:42:31 UTC XXX followers, 2209 engagements

"Sarepta Therapeutics (NASDAQ: $SRPT) is a commercial biotech company with drugs that treat DMD. Sarepta sells X types of treatments: Gene Therapy and PMOs. The stock fell more than XX% on Monday after the company disclosed their flagship Gene Therapy (ELEVIDYS) resulted in the death of a second non-ambulatory patient due to Acute Liver Failure. 2/"
@3rdFloorCapital Avatar @3rdFloorCapital on X 2025-06-18 18:50:27 UTC XXX followers, 2377 engagements

"After digging a little and doing some napkin math I think $SRPT is very attractive here. Quick thread on why I like the set up 🧵1/ (Simplifying the science as much as I can without losing substance happy to talk details if anyones interested)"
@3rdFloorCapital Avatar @3rdFloorCapital on X 2025-06-18 18:50:26 UTC XXX followers, 32.7K engagements

"After the recent PR $SRPT has replaced $BBIO as my highest conviction long. Didn't take a single cent of profit on anything apart from ST options trades and actually tripled my equity position this morning. No matter how you slice it this business isn't worth $22/sh"
@3rdFloorCapital Avatar @3rdFloorCapital on X 2025-07-17 14:02:23 UTC XXX followers, 8548 engagements

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