[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.] [@AB1001_disciple](/creator/twitter/AB1001_disciple) "Crossover qure patients that dropped out didnt have enough of a brain left to infuse. Those dropouts were given sham surgery unblinded @ 12mo & their striatum wasnt big enough anymore to infuse. 24mo later they're told it works" [X Link](https://x.com/AB1001_disciple/status/1976357090051699054) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-09T18:40Z XXX followers, 1018 engagements "If you sell before XXX read where an n=1 gets *zero* credit the managers who built the pipeline will be getting *zero* credit for that work. & that work may be worth a lot. Makes offers for selling $qure a bad idea" [X Link](https://x.com/AB1001_disciple/status/1977060931915104700) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-11T17:17Z XXX followers, 1482 engagements "@ThePharmaFox @BostonDrei No. But I do recall Bankiewicz has a paper describing issues with target coverage of the putamen for a parkinsons gene therapy that's getting redone. This paper spawned a few changes to the catheters & visualization of infusate when using stereotaxis" [X Link](https://x.com/AB1001_disciple/status/1978534397306421483) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-15T18:52Z XXX followers, XXX engagements "Important context with delcath. Forget the filter or drugs used before considering competitors. The procedure itself can kill the patient. Every element like this where potential for severe complications to follow which needs to be tested for replacement forms a remarkably large moat arround the offering. Uncommon with microcaps. Surgical channel over last 24m demonstrates an ability to scale quickly. No hair is on the balance sheet capital stack or funding concerns for larger trials. Financial statements inflecting rapidly. The hurdle rate is potentially quite low for sinking another form of" [X Link](https://x.com/AB1001_disciple/status/1979592849470673366) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-18T16:58Z XXX followers, XXX engagements "@javi_talavera Bayer itself is betting their entire future here" [X Link](https://x.com/AB1001_disciple/status/1979593050679910586) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-18T16:58Z XXX followers, XXX engagements "@BostonDrei @javi_talavera The program attached to bayer is important as monsanto was detrimental to bayer. There have been nanocaps attached to these stereotaxis programs" [X Link](https://x.com/AB1001_disciple/status/1979605236978483234) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-18T17:47Z XXX followers, XXX engagements "What an exiciting set of circumstances for ProDex. Zimmer Biomet is launching their partners device in 2027 & it offers the first autonomous solution for completing knee replacement surgery" [X Link](https://x.com/AB1001_disciple/status/1979742195466097149) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-19T02:51Z XXX followers, XXX engagements "@BostonDrei @javi_talavera Bayer is public" [X Link](https://x.com/AB1001_disciple/status/1979742401477710333) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-19T02:52Z XXX followers, XXX engagements "@highly_illiquid I don't think people realize how robust the moat is" [X Link](https://x.com/AB1001_disciple/status/1979955306802426135) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-19T16:58Z XXX followers, XXX engagements "@danlo303 @highly_illiquid They started operating about X years ago. That the guide was wrong isn't surprising" [X Link](https://x.com/AB1001_disciple/status/1979957157446775061) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-19T17:05Z XXX followers, XXX engagements "@John_Chungus_5 Dude alex pitti is going to get huge off delcath. Modern titan returning revenge to all that bullied him" [X Link](https://x.com/AB1001_disciple/status/1979599598642680173) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-18T17:24Z XXX followers, XXX engagements "Anyone following these neuro drugs with questions about target engagement/efficacy etc should be familiar with the following. Human trials for parkinsons with aav-gdnf2 using stereotaxis that have failed before are being retested with the same interventions and new stereotaxis protcols. This is because of improvements with stereotaxis and determination they didnt achieve adequate target coverage" [X Link](https://x.com/AB1001_disciple/status/1980018752386424935) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-19T21:10Z XXX followers, XX engagements "@RNAiAnalyst $srpt got flak in large part because they ratcheted up dosing per incremental kg of fat until X kids with dmd died from their drug. This happened post a label expansion off accelerated approval" [X Link](https://x.com/AB1001_disciple/status/1977181444901618081) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-12T01:16Z XXX followers, 1215 engagements "Microcap medtech in free fall. No news posted 👀 $pdex" [X Link](https://x.com/AB1001_disciple/status/1977755058893648273) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-13T15:15Z XXX followers, 1201 engagements "@Bhaiz01 This was Pro-Dex a week ago. Kind of funny they were making houses of cards. If no news comes out it's good news" [X Link](https://x.com/AB1001_disciple/status/1977790707122487627) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-13T17:37Z XXX followers, XXX engagements "@walnutavevalue The CVR itself is worth about $5/share judging by prospects of worlds first autonomous knee transplant" [X Link](https://x.com/AB1001_disciple/status/1979641842368184630) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-18T20:12Z XXX followers, XXX engagements "When zedcor was around a dollar there was this speed bump that lasted for about a year & it made all of their comps bad. Closed over 6/share recently I think. The same can happen here & they're both in the microcap growth camp which is why I gave it as an example. We'll see how it goes" [X Link](https://x.com/AB1001_disciple/status/1979813849017799052) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-19T07:36Z XXX followers, XXX engagements ""Cryptocurrency speculation not blockchain"" [X Link](https://x.com/AB1001_disciple/status/1980321003139170495) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-20T17:11Z XXX followers, XXX engagements "In the first new scabies treatment in XX years (which was discovered less than XX years after the prevailing standard of care) the key opinion leaders suggested the patients in the placebo scratched their infection away. That is how fucked the development of spinosad was" [X Link](https://x.com/AB1001_disciple/status/1980324936163225628) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-20T17:27Z XXX followers, XXX engagements "Interesting follow $evo.st $dcth" [X Link](https://x.com/AB1001_disciple/status/1973143869811474903) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-09-30T21:52Z XXX followers, 1185 engagements "If todays $PDEX move isn't something fundamental that is the trough where small little pigs should gather for now. sale of investment securities from monogram buyout delevers their balance sheet they recently expanded their manufacturing capacity & van kirk has a history of using debt facilities to finance stock buybacks. stock is now trading for something like 1x ev/sales" [X Link](https://x.com/AB1001_disciple/status/1977781081387815143) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-13T16:58Z XXX followers, 1402 engagements "For $pdex as it relates to the expected value of the CVR out to 2030 theres a video of a surgery speedrun on youtube" [X Link](https://x.com/AB1001_disciple/status/1979633150633574799) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-18T19:38Z XXX followers, 1861 engagements "Getting $csu.to for 2300 cad is enough of a drawtown to break the cult of their soft angel cloud hands" [X Link](https://x.com/AB1001_disciple/status/1975666816132448342) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-07T20:57Z XXX followers, XXX engagements "Ill have you know that shortly before zimmerman bought the company monogram performed the worlds first "autonomous knee transplant" Prodex shares have a fat CVR attached to this product" [X Link](https://x.com/AB1001_disciple/status/1979637147071349011) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-18T19:54Z XXX followers, XXX engagements "Chemosat being almost none of their business feels a bit strange & there's risk of complete catastrophe if trumps MFN puts PHP of melphalan w/hepzato kit in its sight. Would basically zero $DCTH yet delcath was put through the ringer even bringing it to market" [X Link](https://x.com/AB1001_disciple/status/1980373873301585965) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-20T20:41Z XXX followers, 2001 engagements "@AlexOrlinge @Industrifonden" [X Link](https://x.com/AB1001_disciple/status/1980760430953005390) [@AB1001_disciple](/creator/x/AB1001_disciple) 2025-10-21T22:17Z XXX followers, XX 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.]
@AB1001_disciple
"Crossover qure patients that dropped out didnt have enough of a brain left to infuse. Those dropouts were given sham surgery unblinded @ 12mo & their striatum wasnt big enough anymore to infuse. 24mo later they're told it works"
X Link @AB1001_disciple 2025-10-09T18:40Z XXX followers, 1018 engagements
"If you sell before XXX read where an n=1 gets zero credit the managers who built the pipeline will be getting zero credit for that work. & that work may be worth a lot. Makes offers for selling $qure a bad idea"
X Link @AB1001_disciple 2025-10-11T17:17Z XXX followers, 1482 engagements
"@ThePharmaFox @BostonDrei No. But I do recall Bankiewicz has a paper describing issues with target coverage of the putamen for a parkinsons gene therapy that's getting redone. This paper spawned a few changes to the catheters & visualization of infusate when using stereotaxis"
X Link @AB1001_disciple 2025-10-15T18:52Z XXX followers, XXX engagements
"Important context with delcath. Forget the filter or drugs used before considering competitors. The procedure itself can kill the patient. Every element like this where potential for severe complications to follow which needs to be tested for replacement forms a remarkably large moat arround the offering. Uncommon with microcaps. Surgical channel over last 24m demonstrates an ability to scale quickly. No hair is on the balance sheet capital stack or funding concerns for larger trials. Financial statements inflecting rapidly. The hurdle rate is potentially quite low for sinking another form of"
X Link @AB1001_disciple 2025-10-18T16:58Z XXX followers, XXX engagements
"@javi_talavera Bayer itself is betting their entire future here"
X Link @AB1001_disciple 2025-10-18T16:58Z XXX followers, XXX engagements
"@BostonDrei @javi_talavera The program attached to bayer is important as monsanto was detrimental to bayer. There have been nanocaps attached to these stereotaxis programs"
X Link @AB1001_disciple 2025-10-18T17:47Z XXX followers, XXX engagements
"What an exiciting set of circumstances for ProDex. Zimmer Biomet is launching their partners device in 2027 & it offers the first autonomous solution for completing knee replacement surgery"
X Link @AB1001_disciple 2025-10-19T02:51Z XXX followers, XXX engagements
"@BostonDrei @javi_talavera Bayer is public"
X Link @AB1001_disciple 2025-10-19T02:52Z XXX followers, XXX engagements
"@highly_illiquid I don't think people realize how robust the moat is"
X Link @AB1001_disciple 2025-10-19T16:58Z XXX followers, XXX engagements
"@danlo303 @highly_illiquid They started operating about X years ago. That the guide was wrong isn't surprising"
X Link @AB1001_disciple 2025-10-19T17:05Z XXX followers, XXX engagements
"@John_Chungus_5 Dude alex pitti is going to get huge off delcath. Modern titan returning revenge to all that bullied him"
X Link @AB1001_disciple 2025-10-18T17:24Z XXX followers, XXX engagements
"Anyone following these neuro drugs with questions about target engagement/efficacy etc should be familiar with the following. Human trials for parkinsons with aav-gdnf2 using stereotaxis that have failed before are being retested with the same interventions and new stereotaxis protcols. This is because of improvements with stereotaxis and determination they didnt achieve adequate target coverage"
X Link @AB1001_disciple 2025-10-19T21:10Z XXX followers, XX engagements
"@RNAiAnalyst $srpt got flak in large part because they ratcheted up dosing per incremental kg of fat until X kids with dmd died from their drug. This happened post a label expansion off accelerated approval"
X Link @AB1001_disciple 2025-10-12T01:16Z XXX followers, 1215 engagements
"Microcap medtech in free fall. No news posted 👀 $pdex"
X Link @AB1001_disciple 2025-10-13T15:15Z XXX followers, 1201 engagements
"@Bhaiz01 This was Pro-Dex a week ago. Kind of funny they were making houses of cards. If no news comes out it's good news"
X Link @AB1001_disciple 2025-10-13T17:37Z XXX followers, XXX engagements
"@walnutavevalue The CVR itself is worth about $5/share judging by prospects of worlds first autonomous knee transplant"
X Link @AB1001_disciple 2025-10-18T20:12Z XXX followers, XXX engagements
"When zedcor was around a dollar there was this speed bump that lasted for about a year & it made all of their comps bad. Closed over 6/share recently I think. The same can happen here & they're both in the microcap growth camp which is why I gave it as an example. We'll see how it goes"
X Link @AB1001_disciple 2025-10-19T07:36Z XXX followers, XXX engagements
""Cryptocurrency speculation not blockchain""
X Link @AB1001_disciple 2025-10-20T17:11Z XXX followers, XXX engagements
"In the first new scabies treatment in XX years (which was discovered less than XX years after the prevailing standard of care) the key opinion leaders suggested the patients in the placebo scratched their infection away. That is how fucked the development of spinosad was"
X Link @AB1001_disciple 2025-10-20T17:27Z XXX followers, XXX engagements
"Interesting follow $evo.st $dcth"
X Link @AB1001_disciple 2025-09-30T21:52Z XXX followers, 1185 engagements
"If todays $PDEX move isn't something fundamental that is the trough where small little pigs should gather for now. sale of investment securities from monogram buyout delevers their balance sheet they recently expanded their manufacturing capacity & van kirk has a history of using debt facilities to finance stock buybacks. stock is now trading for something like 1x ev/sales"
X Link @AB1001_disciple 2025-10-13T16:58Z XXX followers, 1402 engagements
"For $pdex as it relates to the expected value of the CVR out to 2030 theres a video of a surgery speedrun on youtube"
X Link @AB1001_disciple 2025-10-18T19:38Z XXX followers, 1861 engagements
"Getting $csu.to for 2300 cad is enough of a drawtown to break the cult of their soft angel cloud hands"
X Link @AB1001_disciple 2025-10-07T20:57Z XXX followers, XXX engagements
"Ill have you know that shortly before zimmerman bought the company monogram performed the worlds first "autonomous knee transplant" Prodex shares have a fat CVR attached to this product"
X Link @AB1001_disciple 2025-10-18T19:54Z XXX followers, XXX engagements
"Chemosat being almost none of their business feels a bit strange & there's risk of complete catastrophe if trumps MFN puts PHP of melphalan w/hepzato kit in its sight. Would basically zero $DCTH yet delcath was put through the ringer even bringing it to market"
X Link @AB1001_disciple 2025-10-20T20:41Z XXX followers, 2001 engagements
"@AlexOrlinge @Industrifonden"
X Link @AB1001_disciple 2025-10-21T22:17Z XXX followers, XX engagements
/creator/twitter::1871323166519472128/posts