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[@jfais20](/creator/twitter/jfais20)
"$KURA (NP) From today's trades"  
[X Link](https://x.com/jfais20/status/1977897644098744817) [@jfais20](/creator/x/jfais20) 2025-10-14T00:42Z 10.7K followers, 4758 engagements


"TDMInvest on two "cheapies" $CHRS $PLX"  
[X Link](https://x.com/jfais20/status/1959713488420639113) [@jfais20](/creator/x/jfais20) 2025-08-24T20:24Z 10.7K followers, 4773 engagements


"$KURA (L) $200M EV running nicely ahead of ESMO KRAS PI3K & TKIs/ $EXEL's cabo are large markets to play in as combination partner of choice Hypothesis= FTI blocks TORC1 (central mechanism for resistance across all 3) Derisking/downside cushion = zifto + Kyowa partnership"  
[X Link](https://x.com/jfais20/status/1966237694683656575) [@jfais20](/creator/x/jfais20) 2025-09-11T20:29Z 10.7K followers, 6726 engagements


"$TARS (L) I'm terrible at predicting buyouts but @JoseRestonVA seems to be racking them up of late $MTSR $MRUS $3.5B EV would seem a logical lower risk acquisition for $ABBV 10x FY 2025 sales/3x Xdemvy peak with zero value assigned for ocular rosacea (essentially Xdemvy 2.0)"  
[X Link](https://x.com/jfais20/status/1974218142265028898) [@jfais20](/creator/x/jfais20) 2025-10-03T21:00Z 10.7K followers, 8797 engagements


"$PLX - XX% haircut on 👎for 4-week label expansion (hat tip to David and Osmium)"  
[X Link](https://x.com/jfais20/status/1979181194370519295) [@jfais20](/creator/x/jfais20) 2025-10-17T13:42Z 10.7K followers, 1450 engagements


"$CRVS (NP) From today's revisit"  
[X Link](https://x.com/jfais20/status/1945240147508785567) [@jfais20](/creator/x/jfais20) 2025-07-15T21:52Z 10.7K followers, 7144 engagements


"I take it as a compliment- goal is to be boringly profitable Each month publish a Playbook of potential setups on radar enter a couple here & there as they come down to attractive levels Quite a few stocks I miss as well like $CRNX in high $20s and $RIGL at $XX come to mind"  
[X Link](https://x.com/jfais20/status/1975672708072636908) [@jfais20](/creator/x/jfais20) 2025-10-07T21:20Z 10.7K followers, 1881 engagements


"$RIGL coming back down to attractive levels (cheap commercial). Very skeptical on their IRAK 1/4 in MDS though"  
[X Link](https://x.com/jfais20/status/1975937309637050555) [@jfais20](/creator/x/jfais20) 2025-10-08T14:52Z 10.7K followers, 1379 engagements


"For you football fans ⚽ out there (soccer for Americans 😉) My Costa Rican friend Mike was a goalkeeping coach for the past decade & change in Europe (multiple decently-known 2nd tier teams) Fell on hard times here in CR & been living on the streets now getting back on his feet as a waiter (speaks X languages) Good guy we met in February when he was guarding people's cars on the street (treated them respectfully no matter what he got in return) and stayed in touch Shared his PayPal below ($$ going to his first few months rent groceries & clothes for work) More importantly consider including a"  
[X Link](https://x.com/jfais20/status/1976393398765637715) [@jfais20](/creator/x/jfais20) 2025-10-09T21:04Z 10.7K followers, 2041 engagements


"Felt context for the $GERN pitch only fair: Left: Cost avg trade plan & conservative price targets Right: Brief thesis from Oct 3rd portfolio update"  
[X Link](https://x.com/jfais20/status/1976399508478230663) [@jfais20](/creator/x/jfais20) 2025-10-09T21:28Z 10.7K followers, 6235 engagements


""Why Biotech's Rally Can Last This Time" via WSJ $XBI $IBB "Deal activity accelerating" "Survivor bias tailwind- weakest players been flushed out" "IPO activity remains subdued- that's a good thing" "Sector remains about XX% below its pandemic peak. one of the few areas of the market that still looks reasonably priced." "Group is trading slightly below its historic average for the ratio of enterprise value to sales.""  
[X Link](https://x.com/jfais20/status/1978081081040486503) [@jfais20](/creator/x/jfais20) 2025-10-14T12:50Z 10.7K followers, 16.9K engagements


"Careful with getting down on the ones you miss (easy to go too aggressive into the next setup) Binary losses/unforced errors happen when we're trying to make back losses or FOMOing into the next big winner"  
[X Link](https://x.com/jfais20/status/1948374820787298776) [@jfais20](/creator/x/jfais20) 2025-07-24T13:28Z 10.7K followers, 2302 engagements


"$ARVN (NP) "We are confident that vepdegestrants differentiated profile will attract interest from potential partners seeking to strengthen their oncology portfolios" Reminder that very few mgmt teams will tell it like it is (ie. "we failed")- Kudos to the good actors that do"  
[X Link](https://x.com/jfais20/status/1968419744068891082) [@jfais20](/creator/x/jfais20) 2025-09-17T21:00Z 10.7K followers, 2323 engagements


"$CRVS (NP) From today's trades"  
[X Link](https://x.com/jfais20/status/1970952208817836145) [@jfais20](/creator/x/jfais20) 2025-09-24T20:43Z 10.7K followers, 7148 engagements


"$KURA (L) From Weekly Recap"  
[X Link](https://x.com/jfais20/status/1971979417800081664) [@jfais20](/creator/x/jfais20) 2025-09-27T16:45Z 10.7K followers, 2515 engagements


"$OVID with a $TRIL-type financing after healthy volunteer data + sector readthrough but also cautionary (froth) $XBI $IBB"  
[X Link](https://x.com/jfais20/status/1974104083155071009) [@jfais20](/creator/x/jfais20) 2025-10-03T13:27Z 10.7K followers, 2949 engagements


"$TARS (L) From Portfolio Update"  
[X Link](https://x.com/jfais20/status/1974117483276874112) [@jfais20](/creator/x/jfais20) 2025-10-03T14:20Z 10.7K followers, 5070 engagements


"A lot of my positions ie $TARS $ASND etc got up to say XX% to XX% portfolio weighting on run ups Then trimmed multiples times now in the 5%-7% PW range Still see good upside but wanted to lock in profits for redeploying to new setups Others like $SNDX haven't touched as still high upside very favorable r/r"  
[X Link](https://x.com/jfais20/status/1975321569820901809) [@jfais20](/creator/x/jfais20) 2025-10-06T22:05Z 10.7K followers, 7285 engagements


"$HUMA- shares down a third to $XXXX on financing with warrants (got a lot of flak here for bearish take)"  
[X Link](https://x.com/jfais20/status/1975669405767156002) [@jfais20](/creator/x/jfais20) 2025-10-07T21:07Z 10.7K followers, 2162 engagements


"$KPTI (NP) Interesting pitch in Chat from TDMInvest on this cheapie post-financing (still not for me given high burn rate balance sheet woes & tolerability issues for selinexor- could find new life in MF though & not long to wait)"  
[X Link](https://x.com/jfais20/status/1975933440374825150) [@jfais20](/creator/x/jfais20) 2025-10-08T14:36Z 10.7K followers, 4384 engagements


"$KURA- nice push above $XX. Again never a bad idea to take partial profits ahead of binaries (data or regulatory decision)"  
[X Link](https://x.com/jfais20/status/1975947406471745869) [@jfais20](/creator/x/jfais20) 2025-10-08T15:32Z 10.7K followers, 2834 engagements


"$AKRO- this is just getting weird @JoseRestonVA 😂👏"  
[X Link](https://x.com/jfais20/status/1976255749064937534) [@jfais20](/creator/x/jfais20) 2025-10-09T11:57Z 10.7K followers, 4277 engagements


"@JoseRestonVA Context for Jose = the last X buyouts. $MRUS $MTSR $AKRO"  
[X Link](https://x.com/jfais20/status/1976284227424669943) [@jfais20](/creator/x/jfais20) 2025-10-09T13:50Z 10.7K followers, 1860 engagements


"@monaco_biotech Welcome back- still my #1"  
[X Link](https://x.com/jfais20/status/1976345424161276307) [@jfais20](/creator/x/jfais20) 2025-10-09T17:54Z 10.7K followers, XXX engagements


"Nice overview of the menin inhibitor landscape $SNDX $KURA $JNJ also Sumitomo & Servier Perhaps a great example of situation where first mover advantage will prove more important than originally thought *Hat tip to @stevenvig"  
[X Link](https://x.com/jfais20/status/1976463976713363771) [@jfais20](/creator/x/jfais20) 2025-10-10T01:45Z 10.7K followers, 1947 engagements


"Risk mgmt (not giving gains back to the market) should be first & foremost in your mindset right now"  
[X Link](https://x.com/jfais20/status/1978548319510020425) [@jfais20](/creator/x/jfais20) 2025-10-15T19:47Z 10.7K followers, 4306 engagements


"@monaco_biotech remember this one from WAY back when thought it was a winner in biliary cancer"  
[X Link](https://x.com/jfais20/status/1979567536028233873) [@jfais20](/creator/x/jfais20) 2025-10-18T15:17Z 10.7K followers, XXX engagements


"$DAWN- market just likes that I sold at lows works like a charm 🫡"  
[X Link](https://x.com/jfais20/status/1974119092929114256) [@jfais20](/creator/x/jfais20) 2025-10-03T14:27Z 10.7K followers, 2532 engagements


"$DAWN - well said Tom"  
[X Link](https://x.com/jfais20/status/1974126511587536937) [@jfais20](/creator/x/jfais20) 2025-10-03T14:56Z 10.7K followers, 1988 engagements


"$OVID - helpful take from Dr. Zhao in Chat $XENE $BHVN"  
[X Link](https://x.com/jfais20/status/1974886124092105100) [@jfais20](/creator/x/jfais20) 2025-10-05T17:15Z 10.7K followers, 11.3K engagements


"@tradingsssss Yea- I had some pretty bad unforced errors"  
[X Link](https://x.com/jfais20/status/1979390472557859290) [@jfais20](/creator/x/jfais20) 2025-10-18T03:33Z 10.7K followers, XXX engagements


"$PLX (NP) Back on my DD list appreciated TDMInvest's update in Chat He's been good at catching these unloved commercial names like $CHRS $RIGL (ones that I'm often too quick to dismiss)"  
[X Link](https://x.com/jfais20/status/1979564792558829879) [@jfais20](/creator/x/jfais20) 2025-10-18T15:06Z 10.7K followers, 1746 engagements


"$BCAB- ppl thinking this is another $CTMX apt to be disappointed IMO at least in the short term Seeing X PR in CCA minor shrinkage in X CRC & X pancreatic (granted takes longer to elicit responses in both) Higher doses longer duration= best hope seeing more activity (but risk of higher/more severe AEs) One of my bigger losers a few years back when I owned historically has failed to realize the full promise of masked therapeutics (ADC candidates targeting RO2 and AXL similarly sported questionable safety profiles/had patient deaths due to AEs as I recall)"  
[X Link](https://x.com/jfais20/status/1979913383706079526) [@jfais20](/creator/x/jfais20) 2025-10-19T14:11Z 10.7K followers, 1937 engagements


"$SPRY (NP) Wise move & LT net positive Con side think this heads lower to finish out the year This move acknowledges they will need longer than originally expected to ramp up Neffy sales given reimbursement hurdles + other factors (lower than expected initial awareness) $AQST"  
[X Link](https://x.com/jfais20/status/1972760175347187955) [@jfais20](/creator/x/jfais20) 2025-09-29T20:27Z 10.7K followers, 2953 engagements


"$TARS- reasonable buyout PT = $XX (3x $1.2b peak xdemvy sales)"  
[X Link](https://x.com/jfais20/status/1974187385861849141) [@jfais20](/creator/x/jfais20) 2025-10-03T18:58Z 10.7K followers, 12.7K engagements


"$BHVN Narrator: The drug's benefits in SCA patients are far from controversial (reducing fall risk & slowing disease progression high stat sig most measures & very favorable risk profile for a simple oral treatment/non-exotic modality in an indication where nothing is approved)"  
[X Link](https://x.com/jfais20/status/1976349630628823372) [@jfais20](/creator/x/jfais20) 2025-10-09T18:10Z 10.7K followers, 5209 engagements


"@Banana_Oncology Persimmon Seedy & AMay XXX% each"  
[X Link](https://x.com/jfais20/status/1976430177015230849) [@jfais20](/creator/x/jfais20) 2025-10-09T23:30Z 10.7K followers, XXX engagements


"$XFOR- Alexandria's commentary from Chat (I'm still waiting for presentation from new mgmt to get a better handle on if anything major has changed)"  
[X Link](https://x.com/jfais20/status/1978589368978735404) [@jfais20](/creator/x/jfais20) 2025-10-15T22:30Z 10.7K followers, 2712 engagements


"Dedication to one's craft takes many forms👏"  
[X Link](https://x.com/jfais20/status/1979715799024795839) [@jfais20](/creator/x/jfais20) 2025-10-19T01:06Z 10.7K followers, 1521 engagements


"$LNTH (NP) $3.7B EV 10x cash flow/2.5x FY XX revenue Unless they get bought out not seeing much in the way of near-term needle-movers Like the Alzh imaging agents/therapeutic pipeline but needs a couple years to gain momentum Putting this one in my "Revisit 2H 26" bucket"  
[X Link](https://x.com/jfais20/status/1962872014948991144) [@jfais20](/creator/x/jfais20) 2025-09-02T13:35Z 10.7K followers, 1910 engagements


"Went well- comes out tomorrow (they asked for an idea that hasn't run up yet so I pitched $GERN)"  
[X Link](https://x.com/jfais20/status/1976022322772590622) [@jfais20](/creator/x/jfais20) 2025-10-08T20:30Z 10.7K followers, 3189 engagements


"@JoseRestonVA i was thinking X weeks sounds about right"  
[X Link](https://x.com/jfais20/status/1976638790081958014) [@jfais20](/creator/x/jfais20) 2025-10-10T13:19Z 10.7K followers, XXX engagements


"$XBI $IBB Weekly Recap is out As goes the trend it's pretty packed so I tried to focus on most relevant discussions including: -New member with $1M position in $SMMT asks about risk mgmt into data (group helped him make an optimal decision) -Q3 DCA portfolio update (process of steadily growing a small portfolio) -Started a ROTY Member Directory (much requested feature to better decide who in Chat you wish to follow in Chat) -Pushback on my most recent commercial-stage entries (I like it when people tear into my ideas & thesis) -Discussion on portfolio hedges possible turnaround in $KPTI $CELC"  
[X Link](https://x.com/jfais20/status/1979561571996291207) [@jfais20](/creator/x/jfais20) 2025-10-18T14:53Z 10.7K followers, 1339 engagements


"Just as we point out the short sellers like Scorpion with a clear agenda (incendiary over the top language that often lacks substance) $SLNO $AXSM $TMDX With biotech bull market returning please be very wary of high follower accounts pumping small caps 🙏 Cursory look at the language (example below) shows clearly cheerleading calling $SANA "the next 100-bagger platform" ready to "explode" "enormous" upside comparison to $VRTX the list goes on 🚩"  
[X Link](https://x.com/jfais20/status/1978473557458821187) [@jfais20](/creator/x/jfais20) 2025-10-15T14:50Z 10.7K followers, 13.7K engagements


"@marko1332 tail end of rainy season down here in Costa Rica"  
[X Link](https://x.com/jfais20/status/1980063251401728201) [@jfais20](/creator/x/jfais20) 2025-10-20T00:07Z 10.7K followers, XX engagements