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[@medstudentinvst](/creator/twitter/medstudentinvst)
"August 22nd 2025 $PRME getting a nice little rip at the end of the week thanks to Jerome. $WVE has had a nice run recently. The limited reaction from $PCVX $NTLA and $RARE (fall / winter readout stocks) raises the probability of muted upside until their fall readouts hit. $ABVX continuing to inch up"  
[X Link](https://x.com/medstudentinvst/status/1958999216401129589) [@medstudentinvst](/creator/x/medstudentinvst) 2025-08-22T21:06Z XXX followers, XXX engagements


"Id say $QURE $PCVX $RARE $NKTR $ABVX are high growth potential with somewhat more limited risk than the others. However biotech is always a very very high risk sector and I cant predict any outcome in biotech with certainty so if youre going invest in those please only do so if youre fully comfortable taking big losses in the positions. Obviously none of this is financial advice. If the risk parameters were widened just a bit I would also throw $NTLA in there as good risk / reward. Quite high upside and key data readouts upcoming in the next few weeks with good visibility into what the"  
[X Link](https://x.com/medstudentinvst/status/1974269818946703719) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-04T00:26Z XXX followers, 6361 engagements


"I have seen a number of posts questioning the safety of $PEPG's DM1 therapy based on previously published results for $PEPG's DMD therapy. I think there are a few misunderstandings regarding safety that are important to clear up. For background $PEG 's EDO-DM1 treats Myotonic Dystrophy Type X. EDO-51 treated DMD XX. These are two very different genetic diseases and both the structure and functional objective of each therapy's ASO is correspondingly very different. First $PEPG's EDO-51 DMD program was terminated by PEPGEN for efficacy not for safety. The mean increase in dystrophin expression"  
[X Link](https://x.com/medstudentinvst/status/1973020486834507891) [@medstudentinvst](/creator/x/medstudentinvst) 2025-09-30T13:41Z XXX followers, 3633 engagements


"September 30th 2025 Daily Update This can't continue forever. but another all-time high today largely on the strength of $PRME. Good to see $PCVX back in the green too after announcing a $1Bn manufacturing deal with Thermo Fisher. My sense is $PCVX will be a beneficiary of a couple things: X. The market's realization that NIH / FDA isn't anti-vaccine it's anti-stupid vaccine. Or said more academically it's anti-vaccine for vaccines that have an unclear risk-reward tradeoff. In the United States pneumococcal pneumonia is estimated to result in approximately 150000 hospitalizations each year"  
[X Link](https://x.com/medstudentinvst/status/1973174061921357930) [@medstudentinvst](/creator/x/medstudentinvst) 2025-09-30T23:52Z XXX followers, 1076 engagements


"Hypothesis for a contributor to $PEPG s differentiated splicing improvement in DM1. $RNA and $DYN use DMPK1 RNA silencers which degrade and destroy the DMPK mRNA. In contrast $PEPG s ASO binds to the CUG repeats and sterically blocks the hairpin loop formation allowing the DMPK mRNA transcript to be translated normally. Most biological systems have negative feedback loops. So an increase in expression production or activity or a molecule will trigger inhibition of the expression production or activity of that molecule. Given $PEPG allows the DMPK mRNA to operate normally and produce the DMPK"  
[X Link](https://x.com/medstudentinvst/status/1974397895387292146) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-04T08:55Z XXX followers, 1690 engagements


"$ALNY has returned 76.5x since inception. $10000 invested at $X would be $766500 today. $50000 would be $3.83M today. $100000 would be $7.66M The picture attached is $ALNY 's stock chart. This represents the argument for why to stay long in the face of volatility when invested in early stage biotechnology companies which you believe have a very good chance of seeing enormous value accretion over the long-term based on TAM competitive differentiation current valuation etc. $ALNY 's share price saw significant volatility over the years. It collapsed soared plateaued and everything in between."  
[X Link](https://x.com/medstudentinvst/status/1975685770737258774) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-07T22:12Z XXX followers, 1494 engagements


"$PCVX continues to inch-up. They still have data to show of course. However in my personal view it was an absolute steal a steal to be able to get this in the 30's for a company as large it is with such a strong a cash position. Surprised it took as long as it did to see some of the sector gains biotech in general has seen especially after NIH made its vaccine position abundantly clear. $RARE is also inching up. Setrusumab is still an open question and is by no means guaranteed. However from a risk-reward perspective given downside is protected by the commercial business and has two other"  
[X Link](https://x.com/medstudentinvst/status/1978487036764934419) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T15:44Z XXX followers, XXX engagements


"Lorenzo "Botswana" (who has $1Bn of AUM a PhD XX other acronyms and clips $20M of annual management fees given he obviously is a X and XX guy minimum) shorted $SOC at $XX as announced after the fact. Word is he was also long $SPRB as announced the day after it increased XX trillion percent. Are there any investor materials available for a highly interested prospective LP such as myself"  
[X Link](https://x.com/medstudentinvst/status/1978494913189703975) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T16:15Z XXX followers, 4631 engagements


"Early Daily Update for posterity as I might never see this again and this whole thing could easily collapse tomorrow. The current portfolio is all green. The big glaring red mark is that dumb throwaway $MGX position I exited. The intrusive thoughts to re-enter and try and ride it until I erase that -XXXX% are flying simply fast and furious rn"  
[X Link](https://x.com/medstudentinvst/status/1978540347014946998) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T19:15Z XXX followers, XXX engagements


"Wednesday October 15th 2025 Daily Update All-time high. Though always needs to be said this is a high risk portfolio and there are a number of upcoming events that could turn the ship right around. As mentioned closed the very small $BEAM and $VKTX positions today and put virtually all remaining cash into $NKTR"  
[X Link](https://x.com/medstudentinvst/status/1978553595974033891) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-15T20:08Z XXX followers, 1016 engagements


"October 16th 2025 Daily Update Markets go weeeeeeeeeeeeeeee portfolio comes back into the 70s after all but $RARE is red today. $RARE (and $PCVX to an extent) showed the most resilience. Again these are names that I think are likely to have high institutional interest and have not experienced the same run as some of the others. So not entirely surprised to see that"  
[X Link](https://x.com/medstudentinvst/status/1978918054227775740) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-16T20:16Z XXX followers, XXX engagements


"Totally agree DM1 is a huge market and $pepg very interesting. Re $WVE and INHBE may want to check out the attached post. I think there is a fairly high likelihood that $WVEs approach of further increasing adipocyte / hepatocyte lipolysis through INHBE silencing will worsen insulin sensitivity in patients who are already obese and almost certainly already have excess lipolysis as the baseline excess lipolysis is a major causal factor in insulin resistance / diabetes. I think there is a core difference in molecular profile between patients who have LoF INHBE gene variants and therein"  
[X Link](https://x.com/medstudentinvst/status/1979306544622895157) [@medstudentinvst](/creator/x/medstudentinvst) 2025-10-17T22:00Z XXX followers, XXX engagements