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[@BalaBioResearch](/creator/twitter/BalaBioResearch)
"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"  
[X Link](https://x.com/BalaBioResearch/status/1940500962088755458) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-07-02T20:00Z 1032 followers, 1382 engagements


"$CRNX probably should've 2x+ in market cap based on the pricing news on approval day. Why wouldn't paltu hit 5b peak revenue 🤷♂"  
[X Link](https://x.com/BalaBioResearch/status/1975965746128970230) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-08T16:45Z 1032 followers, 2702 engagements


"$CORT rela just works in PROC past treatment doesnt matter. Expanded BELLA trial is also nice news. Hard to tell which onco indications itll work in but theoretically cortisol inhibition could help in a lot of cancers"  
[X Link](https://x.com/BalaBioResearch/status/1979961467341242579) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-19T17:22Z 1032 followers, 1457 engagements


"Half these assets are worthless but $RZLT makes a lot of sense for $BMRN"  
[X Link](https://x.com/BalaBioResearch/status/1968414894299959500) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-09-17T20:40Z 1031 followers, 3263 engagements


"$CRNX goat management team"  
[X Link](https://x.com/BalaBioResearch/status/1973059868442374321) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-09-30T16:18Z 1032 followers, 4251 engagements


"The best biotwit posts come when data is late $ovid"  
[X Link](https://x.com/BalaBioResearch/status/1973170141019119669) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-09-30T23:36Z 1032 followers, 4659 engagements


"The $ARVN phase X data was so good that the CEO left when his other asset failed"  
[X Link](https://x.com/BalaBioResearch/status/1974908154568982613) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-05T18:42Z 1031 followers, 3531 engagements


"What do we think $QURE is gonna spend their money on when they have 3b of free cash flow in 2030"  
[X Link](https://x.com/BalaBioResearch/status/1975651180769583561) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-07T19:55Z 1032 followers, 2836 engagements


"$EYPT 172.5m raise and initiating DME pivotal. I don't see $EYPT and $OCUL as a winner take all competition the market is massive. There could be big profit in playing equal position in both"  
[X Link](https://x.com/BalaBioResearch/status/1978215637068435753) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-14T21:45Z 1031 followers, 2125 engagements


"@biotechsanya2 @a_a_free Im with you I dont understand the need for the offering I just think both companies have valuable assets.(probably near equal) I dont want to be caught with my pants down if Im only invested in one of the two maybe by the time the data comes out for both Ill choose one"  
[X Link](https://x.com/BalaBioResearch/status/1978274915586351263) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-15T01:41Z 1032 followers, XXX engagements


"@biotechsanya2 @a_a_free I think the combined value of the two companies should be a lot higher. IMO any wAMD drug with 6mo+ dosing will sell extremely well. So I guess you can say Im long Q24W"  
[X Link](https://x.com/BalaBioResearch/status/1978275864207909254) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-15T01:44Z 1032 followers, XXX engagements


"Time to load up on $EYPT"  
[X Link](https://x.com/BalaBioResearch/status/1978491209715691995) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-15T16:00Z 1031 followers, 1200 engagements


"$SLNO Seeing some analyst coverage on this and I think its really important Vykat has weight based dosing and does NOT have a flat price per patient revenue could massively surprise to the upside off titration from launch q patients"  
[X Link](https://x.com/BalaBioResearch/status/1978529272055672956) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-15T18:31Z 1031 followers, 4001 engagements


"@MelvinRiskMgmt @plainyogurt21 Look at their operations they barely have any overhead at all. No r&d and a tiny salesforce. The patients seek the drug"  
[X Link](https://x.com/BalaBioResearch/status/1978609596303396944) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-15T23:51Z 1031 followers, XXX engagements


"@Respekchemistry Maybe distrust of the genetx pipeline 🤷♂ vyj has always been a great drug that would sell amazingly well"  
[X Link](https://x.com/BalaBioResearch/status/1979206694849720651) [@BalaBioResearch](/creator/x/BalaBioResearch) 2025-10-17T15:23Z 1031 followers, XXX engagements