[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.] [@BalaBioResearch](/creator/twitter/BalaBioResearch) "$SRPT if true it is disgusting that management didn't disclose this death on the call yesterday. Praying for those affected. An activist investor is necessary management needs to be held accountable"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1946017820011016625) 2025-07-18 01:22:58 UTC XXX followers, 1717 engagements "$CORT Relacorilant shrunk XX% of microadenomas in the GRACE study with only XX% increasing in size after treatment (low sample size)"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1945150738872606876) 2025-07-15 15:57:29 UTC XXX followers, XXX engagements "@lcccc333 This paper did a good job explaining why 7.2/7.3 selectivity is is important but I'm just worried about the side effect profile of azet anyway even though it's obviously better than Retigabine which was pulled bc its profile sucked and made people blue lol"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1944557088862249115) 2025-07-14 00:38:32 UTC XXX followers, XXX engagements "$AARD The closer I look the murkier the science gets. I would stay away. Also if PW patients don't ever get full from eating why would a XX% gut restricted pill which is supposed to trick your body into thinking it's poison lower hunger These kids will search in trash to eat"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1948073756632461796) 2025-07-23 17:32:31 UTC XXX followers, XXX engagements "This senior official either doesn't actually know what the agencies plans are has bipolar disorder or is just lying to effect share price"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1948473067279450346) 2025-07-24 19:59:14 UTC XXX followers, XX engagements "$AARD Looking into ARD-101 feel free to DM if anyone has any perspective on the drug or MOA positive or negative"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1946702742262587903) 2025-07-19 22:44:36 UTC XXX followers, XXX engagements "Highest conviction long positions going into 2H25: (In order) $CORT* Corcept Therapeutics $ABEO* Abeona $RARE / $MREO* Ultragenyx/Mereo $SRPT Sarepta $CRNX Crinetics $FOLD* Amicus $BMRN BioMarin *research report posted"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1940500962088755458) 2025-07-02 20:00:56 UTC XXX followers, 1129 engagements "$CORT Q2 Earnings July XX they no longer have the excuse of pharmacy issues for revenue they need a big number to hit guidance don't be surprised if they miss due to lower WAC from their authorized generic. Anything under 220m revenue is a disappointment to me"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1948482334740697388) 2025-07-24 20:36:04 UTC XXX followers, XX engagements "Crinetics Pharmaceuticals $CRNX An Endocrine Focused Biotech with an Incredible Research Platform and a Soon to Be Approved Blockbuster 1/2"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1941197728106807621) 2025-07-04 18:09:38 UTC XXX followers, XXX engagements "$CRNX Palsonify is a nice name. I like the more simple ones 😁"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1944591902600200484) 2025-07-14 02:56:53 UTC XXX followers, 3314 engagements "$INMB they making sure those 2.5p expire worthless"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1946294145007411211) 2025-07-18 19:40:59 UTC XXX followers, XXX engagements "There's a massive difference between these X statements. You can't go from unanimous agreement the drug is gone forever to a small safety study to prove safety unless the trial laid out by the fda has an impossible endpoint. $SRPT"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1948472558216773722) 2025-07-24 19:57:13 UTC XXX followers, XXX engagements "$FOLD Hard to believe Amicus isn't an acquisition target at these prices. $SNY $BMRN make sense as possible targets though BMRN would need to leverage with debt. Unless they terribly botch their launches Amicus really should be an easy XX% to XXX% gain in the coming years"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1944861086592720998) 2025-07-14 20:46:31 UTC XXX followers, XXX engagements "$AARD would anyone be interested in a long form paper about ARD-101 and why I don't think the mechanism would work it would be much more in depth and longer than anything else I've posted. Unfortunately AARD has no options and a binary play would be very dangerous(-60% +300%)"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1948429613153026065) 2025-07-24 17:06:34 UTC XXX followers, XXX engagements "$CORT I would not be surprised if their MOMENTUM study shows a XX% rate of hypercortisolism in people with resistant hypertension"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1945151583387287985) 2025-07-15 16:00:51 UTC XXX followers, XXX engagements "@jeremyj0916 Yep it brings me such strong anger that there are people who spend their time at companies such as these knowingly dosing patients with often net negative drugs and giving them false hope. These people get rich off retail investors while simultaneously hurting the weakest"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1944883099692884217) 2025-07-14 22:13:59 UTC XXX followers, XXX engagements "$AARD Selective TAS2R ligands can increase secretion of GLP-1 and PYY which affect satiety. ARD-101 is a broad TAS2R agonist with presumably a better safety profile to VYKAT XR. Theres very little clinical data available for ARD-101 so far. Source:"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1947108811992432792) 2025-07-21 01:38:10 UTC XXX followers, XXX engagements "@Biotech2k1 I think if a different company had the PMOs LGMD platform and the ARWR assets with no Elevidys it would be worth 4b at least. IMO the balance sheet fear is overblown. (I hate the PMOs but they sell so whatever)"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1945940950942986535) 2025-07-17 20:17:31 UTC XXX followers, XX engagements "$ABEO Q3 and Q4 earnings will be extremely important indicators of the commercial viability of Zevaskyn"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1947374416435802286) 2025-07-21 19:13:36 UTC XXX followers, XXX engagements "$CORT Relacorilant PR-Ovarian NDA I'm confident in approval due to stellar safety profile. Very interested to see the eventual pricing/other cancer indications"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1944771309713469718) 2025-07-14 14:49:46 UTC XXX followers, XXX engagements "$XENE At a first glance it looks to me like azetukalner is worth much more than Xenon's mc is showing. I'm not too knowledgeable in epilepsy so would to love to hear some opinions on it as the phase X data and MOA are very convincing to me"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1944507554849067076) 2025-07-13 21:21:42 UTC XXX followers, XXX engagements "$SRPT Best case scenario Ambulatory stays on market with black box and is submitting new protocol to FDA for non-ambulatory. Elevedys Q2: 282m PMOs Q2: 231m My january $30C gonna have a great day tomr :D"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1945578265420104112) 2025-07-16 20:16:20 UTC XXX followers, XXX engagements "$FOLD Morgan Stanley realized how grossly undervalued Amicus is today it always surprises me when the market reacts to analyst upgrades this strongly"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1945840134424850832) 2025-07-17 13:36:54 UTC XXX followers, XXX engagements "@Phoenix3million Original drop was due to liver worries on the atumelnant p2 data. I think its been so weak because there are no near term catalysts. FDA approval is basically a lock and there aren't any data readouts for awhile. It's just a long term double+ for me/ could be a novartis buy out"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1946610701264392427) 2025-07-19 16:38:52 UTC XXX followers, XX engagements "Thinking about writing a report on $BMRN lmk if you all would be interested My model has it conservatively at $14b MC (30% above closing price) and I have a lop of confidence in their management to make good M&A choices as possible upside. Inozyme was a steal"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1944864535178801161) 2025-07-14 21:00:13 UTC XXX followers, XXX engagements "$BMRN Biomarin under $60/share is an easy buy. EV at 3x sales is wild with their growth prospects and great management"  [@BalaBioResearch](/creator/x/BalaBioResearch) on [X](/post/tweet/1937231518717329566) 2025-06-23 19:29:20 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BalaBioResearch
"$SRPT if true it is disgusting that management didn't disclose this death on the call yesterday. Praying for those affected. An activist investor is necessary management needs to be held accountable"
@BalaBioResearch on X 2025-07-18 01:22:58 UTC XXX followers, 1717 engagements
"$CORT Relacorilant shrunk XX% of microadenomas in the GRACE study with only XX% increasing in size after treatment (low sample size)" @BalaBioResearch on X 2025-07-15 15:57:29 UTC XXX followers, XXX engagements
"@lcccc333 This paper did a good job explaining why 7.2/7.3 selectivity is is important but I'm just worried about the side effect profile of azet anyway even though it's obviously better than Retigabine which was pulled bc its profile sucked and made people blue lol" @BalaBioResearch on X 2025-07-14 00:38:32 UTC XXX followers, XXX engagements
"$AARD The closer I look the murkier the science gets. I would stay away. Also if PW patients don't ever get full from eating why would a XX% gut restricted pill which is supposed to trick your body into thinking it's poison lower hunger These kids will search in trash to eat" @BalaBioResearch on X 2025-07-23 17:32:31 UTC XXX followers, XXX engagements
"This senior official either doesn't actually know what the agencies plans are has bipolar disorder or is just lying to effect share price" @BalaBioResearch on X 2025-07-24 19:59:14 UTC XXX followers, XX engagements
"$AARD Looking into ARD-101 feel free to DM if anyone has any perspective on the drug or MOA positive or negative" @BalaBioResearch on X 2025-07-19 22:44:36 UTC XXX followers, XXX engagements
"Highest conviction long positions going into 2H25: (In order) $CORT* Corcept Therapeutics $ABEO* Abeona $RARE / $MREO* Ultragenyx/Mereo $SRPT Sarepta $CRNX Crinetics $FOLD* Amicus $BMRN BioMarin *research report posted" @BalaBioResearch on X 2025-07-02 20:00:56 UTC XXX followers, 1129 engagements
"$CORT Q2 Earnings July XX they no longer have the excuse of pharmacy issues for revenue they need a big number to hit guidance don't be surprised if they miss due to lower WAC from their authorized generic. Anything under 220m revenue is a disappointment to me" @BalaBioResearch on X 2025-07-24 20:36:04 UTC XXX followers, XX engagements
"Crinetics Pharmaceuticals $CRNX An Endocrine Focused Biotech with an Incredible Research Platform and a Soon to Be Approved Blockbuster 1/2" @BalaBioResearch on X 2025-07-04 18:09:38 UTC XXX followers, XXX engagements
"$CRNX Palsonify is a nice name. I like the more simple ones 😁" @BalaBioResearch on X 2025-07-14 02:56:53 UTC XXX followers, 3314 engagements
"$INMB they making sure those 2.5p expire worthless" @BalaBioResearch on X 2025-07-18 19:40:59 UTC XXX followers, XXX engagements
"There's a massive difference between these X statements. You can't go from unanimous agreement the drug is gone forever to a small safety study to prove safety unless the trial laid out by the fda has an impossible endpoint. $SRPT" @BalaBioResearch on X 2025-07-24 19:57:13 UTC XXX followers, XXX engagements
"$FOLD Hard to believe Amicus isn't an acquisition target at these prices. $SNY $BMRN make sense as possible targets though BMRN would need to leverage with debt. Unless they terribly botch their launches Amicus really should be an easy XX% to XXX% gain in the coming years" @BalaBioResearch on X 2025-07-14 20:46:31 UTC XXX followers, XXX engagements
"$AARD would anyone be interested in a long form paper about ARD-101 and why I don't think the mechanism would work it would be much more in depth and longer than anything else I've posted. Unfortunately AARD has no options and a binary play would be very dangerous(-60% +300%)" @BalaBioResearch on X 2025-07-24 17:06:34 UTC XXX followers, XXX engagements
"$CORT I would not be surprised if their MOMENTUM study shows a XX% rate of hypercortisolism in people with resistant hypertension" @BalaBioResearch on X 2025-07-15 16:00:51 UTC XXX followers, XXX engagements
"@jeremyj0916 Yep it brings me such strong anger that there are people who spend their time at companies such as these knowingly dosing patients with often net negative drugs and giving them false hope. These people get rich off retail investors while simultaneously hurting the weakest" @BalaBioResearch on X 2025-07-14 22:13:59 UTC XXX followers, XXX engagements
"$AARD Selective TAS2R ligands can increase secretion of GLP-1 and PYY which affect satiety. ARD-101 is a broad TAS2R agonist with presumably a better safety profile to VYKAT XR. Theres very little clinical data available for ARD-101 so far. Source:" @BalaBioResearch on X 2025-07-21 01:38:10 UTC XXX followers, XXX engagements
"@Biotech2k1 I think if a different company had the PMOs LGMD platform and the ARWR assets with no Elevidys it would be worth 4b at least. IMO the balance sheet fear is overblown. (I hate the PMOs but they sell so whatever)" @BalaBioResearch on X 2025-07-17 20:17:31 UTC XXX followers, XX engagements
"$ABEO Q3 and Q4 earnings will be extremely important indicators of the commercial viability of Zevaskyn" @BalaBioResearch on X 2025-07-21 19:13:36 UTC XXX followers, XXX engagements
"$CORT Relacorilant PR-Ovarian NDA I'm confident in approval due to stellar safety profile. Very interested to see the eventual pricing/other cancer indications" @BalaBioResearch on X 2025-07-14 14:49:46 UTC XXX followers, XXX engagements
"$XENE At a first glance it looks to me like azetukalner is worth much more than Xenon's mc is showing. I'm not too knowledgeable in epilepsy so would to love to hear some opinions on it as the phase X data and MOA are very convincing to me" @BalaBioResearch on X 2025-07-13 21:21:42 UTC XXX followers, XXX engagements
"$SRPT Best case scenario Ambulatory stays on market with black box and is submitting new protocol to FDA for non-ambulatory. Elevedys Q2: 282m PMOs Q2: 231m My january $30C gonna have a great day tomr :D" @BalaBioResearch on X 2025-07-16 20:16:20 UTC XXX followers, XXX engagements
"$FOLD Morgan Stanley realized how grossly undervalued Amicus is today it always surprises me when the market reacts to analyst upgrades this strongly" @BalaBioResearch on X 2025-07-17 13:36:54 UTC XXX followers, XXX engagements
"@Phoenix3million Original drop was due to liver worries on the atumelnant p2 data. I think its been so weak because there are no near term catalysts. FDA approval is basically a lock and there aren't any data readouts for awhile. It's just a long term double+ for me/ could be a novartis buy out" @BalaBioResearch on X 2025-07-19 16:38:52 UTC XXX followers, XX engagements
"Thinking about writing a report on $BMRN lmk if you all would be interested My model has it conservatively at $14b MC (30% above closing price) and I have a lop of confidence in their management to make good M&A choices as possible upside. Inozyme was a steal" @BalaBioResearch on X 2025-07-14 21:00:13 UTC XXX followers, XXX engagements
"$BMRN Biomarin under $60/share is an easy buy. EV at 3x sales is wild with their growth prospects and great management" @BalaBioResearch on X 2025-06-23 19:29:20 UTC XXX followers, XX engagements