[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.] [@stock_logging](/creator/twitter/stock_logging) "$CAMX.ST $CAMX Strong quarterly results from Camurus (part of my biotech basket): ➡ Revenue: SEK 675.5m +51.8% YoY (vs. SEK 653m est.) ➡ Operating profit: SEK 292.05m (43.2% margin) +253.5% YoY ➡ EPS: SEK XXXX +226.4% YoY (vs. SEK XXXX est.) Unchallenged market leader in opioid addiction treatment strong pipeline resubmission for CAM2029 (acromegaly treatment) in the U.S. expected in Q3/25 a recently announced long-term collaboration with Eli Lilly ($LLY) on its proprietary FluidCrystal technology incredible operating leverage lots to like here. In my view one of the best high-growth stocks"  [@stock_logging](/creator/x/stock_logging) on [X](/post/tweet/1945770553790411061) 2025-07-17 09:00:25 UTC XXX followers, 1226 engagements "The company operates X segments: Ad Platform: Programmatic advertising platform in Japan with an SSP (publishers / websites monetize ad inventory) a DSP (advertisers/agencies buy ad slots) plus add-on services like publisher support. Cash cow growing 1015% p.a. Overseas Business: Programmatic advertising outside Japan (SEA India U.S.) acquired in 2023 now consolidated under Ad Platform. Digital PR: Acquired in 2024 connects influencers and content creators with brands for marketing campaigns. Marketing SaaS the crown jewel: XX% revenue CAGR since 2021 rising ARPU XXX% churn/quarter. Already"  [@stock_logging](/creator/x/stock_logging) on [X](/post/tweet/1945462278503215373) 2025-07-16 12:35:26 UTC XXX followers, XXX engagements "$KRYS Strong study results for Krystal Biotech and its subsidiary Jeune Aesthetics In a randomized double-blind and placebo-controlled Phase X study pipeline candidate KB301 showed significant improvements in severe wrinkles in the dcollet area over XX months as assessed by both investigators (left column) and patients themselves (right column). Important: There is currently no FDA-approved injectable treatment for the dcollet area. Investing in $KRYS therefore not only gives exposure to the market leader in the treatment of dystrophic epidermolysis bullosa (DEB) a rare skin disease but also"  [@stock_logging](/creator/x/stock_logging) on [X](/post/tweet/1948385568758370719) 2025-07-24 14:11:33 UTC XXX followers, XXX engagements "$CRMD Ive already increased my Cormedix position by XX% this month and Im considering adding more as the valuation keeps getting cheaper. Below is a simple projection I put together. Feedback appreciated Business model in one sentence (for those unfamiliar with the stock): CorMedix sells DefenCath a catheter lock solution that prevents infections in dialysis patients. Additional indications include TPN (Total Parenteral Nutrition) and oncology. Dialysis: TAM: 37m vials (inpatient) + 3.8m vials (outpatient) = 40.8m vials total (source: company presentation). Price per vial: currently $XXX but"  [@stock_logging](/creator/x/stock_logging) on [X](/post/tweet/1946561791632253289) 2025-07-19 13:24:31 UTC XXX followers, 5107 engagements "Portfolio Update June 2025 📊 Performance YTD (measured as TTWROR in EUR): XXXXX % (converted to USD it would be about XX% higher) ➡ Holdings: $INT.ST $INT $SLYG.DE $SLYG $NXSN.TA $NXSN $NU $MELI $7378.T $INTR $ALSTI $ALSTI.PA $247A.T $KURN.SW $KURN $ASTS $5621.T $SOFW.TA $SOFW $4374.T $5134.T $HROW $CAMX.ST $CAMX $4377.T $KRYS $4493.T $277A.T $215A.T $CRMD $4475.T $9911.HK $ALLIX $ALLIX.PA $4419.T $ETON ➕ New positions $CAMX.ST $KURN.SW $215A.T $CRMD $WALLIX.PA $9911.HK 🔼 Increased positions $KRYS $NU $HROW $ETON $4419.T ❌ Exited positions $OPTIMA.AT $TMDX $TBCG.L $4058.T $ASPI 🔻 Trimmed"  [@stock_logging](/creator/x/stock_logging) on [X](/post/tweet/1940065539218460958) 2025-07-01 15:10:43 UTC XXX followers, 24.1K engagements "$SEZL I always had Sezzle in my shitco / bad business model bucket but this write-up completely changed my view. Brilliantly written and I can highly recommend giving it a read On my WL now"  [@stock_logging](/creator/x/stock_logging) on [X](/post/tweet/1946202920661246434) 2025-07-18 13:38:29 UTC XXX followers, 1824 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.]
@stock_logging
"$CAMX.ST $CAMX Strong quarterly results from Camurus (part of my biotech basket): ➡ Revenue: SEK 675.5m +51.8% YoY (vs. SEK 653m est.) ➡ Operating profit: SEK 292.05m (43.2% margin) +253.5% YoY ➡ EPS: SEK XXXX +226.4% YoY (vs. SEK XXXX est.) Unchallenged market leader in opioid addiction treatment strong pipeline resubmission for CAM2029 (acromegaly treatment) in the U.S. expected in Q3/25 a recently announced long-term collaboration with Eli Lilly ($LLY) on its proprietary FluidCrystal technology incredible operating leverage lots to like here. In my view one of the best high-growth stocks"
@stock_logging on X 2025-07-17 09:00:25 UTC XXX followers, 1226 engagements
"The company operates X segments: Ad Platform: Programmatic advertising platform in Japan with an SSP (publishers / websites monetize ad inventory) a DSP (advertisers/agencies buy ad slots) plus add-on services like publisher support. Cash cow growing 1015% p.a. Overseas Business: Programmatic advertising outside Japan (SEA India U.S.) acquired in 2023 now consolidated under Ad Platform. Digital PR: Acquired in 2024 connects influencers and content creators with brands for marketing campaigns. Marketing SaaS the crown jewel: XX% revenue CAGR since 2021 rising ARPU XXX% churn/quarter. Already" @stock_logging on X 2025-07-16 12:35:26 UTC XXX followers, XXX engagements
"$KRYS Strong study results for Krystal Biotech and its subsidiary Jeune Aesthetics In a randomized double-blind and placebo-controlled Phase X study pipeline candidate KB301 showed significant improvements in severe wrinkles in the dcollet area over XX months as assessed by both investigators (left column) and patients themselves (right column). Important: There is currently no FDA-approved injectable treatment for the dcollet area. Investing in $KRYS therefore not only gives exposure to the market leader in the treatment of dystrophic epidermolysis bullosa (DEB) a rare skin disease but also" @stock_logging on X 2025-07-24 14:11:33 UTC XXX followers, XXX engagements
"$CRMD Ive already increased my Cormedix position by XX% this month and Im considering adding more as the valuation keeps getting cheaper. Below is a simple projection I put together. Feedback appreciated Business model in one sentence (for those unfamiliar with the stock): CorMedix sells DefenCath a catheter lock solution that prevents infections in dialysis patients. Additional indications include TPN (Total Parenteral Nutrition) and oncology. Dialysis: TAM: 37m vials (inpatient) + 3.8m vials (outpatient) = 40.8m vials total (source: company presentation). Price per vial: currently $XXX but" @stock_logging on X 2025-07-19 13:24:31 UTC XXX followers, 5107 engagements
"Portfolio Update June 2025 📊 Performance YTD (measured as TTWROR in EUR): XXXXX % (converted to USD it would be about XX% higher) ➡ Holdings: $INT.ST $INT $SLYG.DE $SLYG $NXSN.TA $NXSN $NU $MELI $7378.T $INTR $ALSTI $ALSTI.PA $247A.T $KURN.SW $KURN $ASTS $5621.T $SOFW.TA $SOFW $4374.T $5134.T $HROW $CAMX.ST $CAMX $4377.T $KRYS $4493.T $277A.T $215A.T $CRMD $4475.T $9911.HK $ALLIX $ALLIX.PA $4419.T $ETON ➕ New positions $CAMX.ST $KURN.SW $215A.T $CRMD $WALLIX.PA $9911.HK 🔼 Increased positions $KRYS $NU $HROW $ETON $4419.T ❌ Exited positions $OPTIMA.AT $TMDX $TBCG.L $4058.T $ASPI 🔻 Trimmed" @stock_logging on X 2025-07-01 15:10:43 UTC XXX followers, 24.1K engagements
"$SEZL I always had Sezzle in my shitco / bad business model bucket but this write-up completely changed my view. Brilliantly written and I can highly recommend giving it a read On my WL now" @stock_logging on X 2025-07-18 13:38:29 UTC XXX followers, 1824 engagements