[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.]

[@semodough](/creator/twitter/semodough)
"$CLDX Celldex Presents Unprecedented XX Week Results from Barzolvolimab Phase X Study in Chronic Spontaneous Urticaria at EAACI Congress 2025 - Celldex Therapeutics"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1933284597355155904) 2025-06-12 22:05:41 UTC 40.2K followers, 10.7K engagements


"MS nice slide on upcoming FDA events $APLS $ASND $REGN $INCY $RARE $BHVN"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942938333253869899) 2025-07-09 13:26:11 UTC 40.2K followers, 5593 engagements


"Cowen $BBIO Reports 8/5 est Q2 Attruby revenue of $65Mwhich is in line with consensus but could be conservative based on our prescription analysis.steady new patient start growth a XX% decrease in filled/paid conversion rate vs. Q1 a XX% monthly drop-offa XX% compliance rate"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948079434621440502) 2025-07-23 17:55:05 UTC 40.2K followers, 2859 engagements


"Cantor #Biotechnology: TTR-CM & HCM KOL Webinar Highlights $PFE $BBIO $ALNY hosted a leading cardiomyopathy expert His center follows XXX patients - diagnoses about 10-15 patients per month and gets about 2x that number of referrals"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942406675475972462) 2025-07-08 02:13:34 UTC 40.2K followers, 13.4K engagements


"$VRNA - nice call by Wolfe june XX - I do find it interesting Wolfe X other biotech that are to cheap with peak sales estimates going up $MDGL $BBIO $TGTX"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942910545373372867) 2025-07-09 11:35:46 UTC 40.2K followers, 19.8K engagements


"$ABVX Congrats to few #Biotech funds who owned $ABVX going into data"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947787401679798670) 2025-07-22 22:34:39 UTC 40.2K followers, 20.9K engagements


"MS $LLY tweak Mounjaro/Zepbound est in 2024 raise outer year Zepbound est on refreshed pricing assumptions given recent mgmt commentary. price target goes to $1083 from $1023. Mounjaro+Zepbound WW in 2Q24 project $3.06bn (Mounjaro $2.16bn and Zepbound $899mn vs. $2.3bn in 1Q24"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1811526920158224620) 2024-07-11 22:24:08 UTC 40.2K followers, 9655 engagements


"Laden $TGTX Positive Top-line UNITY-NHL r/r MZL Data Presented at AACR Increase PT to $39-data show responses were durable median duration of response not yet reached at a median of XXXX months of follow-up. ImportantlyORR results met TGTXs prespecified target guidance of40-50%"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1113029555642646529) 2019-04-02 10:44:59 UTC 40.2K followers, XX engagements


"$GOOGL XXXX Billion in revenue in X months 😳😳"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948118036726309274) 2025-07-23 20:28:28 UTC 40.2K followers, 5372 engagements


"Baird - $LRMR outperform PT $XX $DNLI outperform $PT 29"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948698905782182157) 2025-07-25 10:56:38 UTC 40.2K followers, 3248 engagements


"$BBIO We've sort of been at the same cadence in the second quarter I think it just shows that the message is resonating.We've always had a majority of treatment naive patients but each month of the launch our share in treatment naive has gone up"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942933941142348153) 2025-07-09 13:08:44 UTC 40.2K followers, 2196 engagements


"LIFESCI $NUVL (OUTPERFORM$110.00 PT): Zidesamtinib's Registrational Data in TKI-Pretreated ROS1 NSCLC Looks Clearly Best-In-Class"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1937508064028233873) 2025-06-24 13:48:14 UTC 40.2K followers, 3133 engagements


"$PFE $BBIO good overview from MS today - also I reposted blurb from last year by Salim"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947672285365645639) 2025-07-22 14:57:13 UTC 40.2K followers, 13K engagements


"Cantor $VKTX CEO for Virtual Fireside August 5th - Steven Seedhouse Exquisite timing for this conversation if I do say so myself given the upcoming Phase X oral VK2735 (GLP-1/GIP) data (2H25 guidance)"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948723700993302813) 2025-07-25 12:35:10 UTC 40.2K followers, 5822 engagements


"BofA $BBIO more nuggets about 2q launch Feedback on Attrubys launch continues to encourage I think we've been very clear that rate of new patient adds has not really slowed down despite Amvuttra's entry. We've been at that steady cadence that we saw in the first quarter"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942933937115848989) 2025-07-09 13:08:43 UTC 40.2K followers, 5458 engagements


"LIFESCI we've stated before $BCAX S-1 Takeaways 4/20 $BCAX Note 5/13 BCAX Note) we do not see ficerafusp as competitive to $MRS petosemtamab. OUTPERFORM PRICE TARGET: $110.00"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1925748012367675699) 2025-05-23 02:57:59 UTC 40.2K followers, 5764 engagements


"Cana $CLDX believe the data release could create a buying opportunity for investors. remain bullish on shares of CLDX and reiterate our $XX 12-month PT. Why are the 76-week data worth attention"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1933288175121621136) 2025-06-12 22:19:54 UTC 40.2K followers, 8908 engagements


"$LLY $VKTX Why GLP-1s could become the "everything drug""  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949790729171009914) 2025-07-28 11:15:09 UTC 40.2K followers, 8908 engagements


"Back in good days - $JNJ paid XX billion for XX percent of $PCYC - that was quite deal in BTK land back then - best part its one of those deals I think $JNJ very happy they did - hard not to imagine some interest in patterning or M&A later on $ABBV $JNJ $MRK"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1139520682876985344) 2019-06-14 13:11:16 UTC 40.2K followers, XX engagements


"Roche H1 & Q2 2025 Earnings: H1 Sales: CHF 30.94B (est. CHF 30.78B) Q2 Ocrevus Sales: CHF 1.73B (est. CHF 1.75B) X% growth overall X% in USA $TGTX"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948351256369451480) 2025-07-24 11:55:12 UTC 40.2K followers, 4851 engagements


"GS $REGN (8/1) while we see continued commercial headwinds for Eylea revenue estimates appear achievable in our view albeit investors have positioned as such we look to clarity on the managements forward strategy on pipeline capital allocation and franchise defense for Eylea and Dupixent"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949603943455055987) 2025-07-27 22:52:56 UTC 40.2K followers, 2924 engagements


"$BBIO $ALNY $PFE. - Josh Schimmer XX min mark asked whats he thinks 3-4 years out market share split would be - $BBIO XX% $ALNY XX% $PFE 20-25-% - models continue to be to conservative on $BBIO"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942415547246792884) 2025-07-08 02:48:49 UTC 40.2K followers, 6363 engagements


"Who is Richard Miller you ask CEO of $CRVS And what has he done in past $PCYC"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1315324908923162624) 2020-10-11 16:14:30 UTC 40.2K followers, XX engagements


"BofA $ALNY survey with XX cardiologists treating 3150 ATTR-CM patients to better understand initial dynamics of the Amvuttra launch.respondents indicated they have written XXX scripts since launch with a 50/50 split for newly diagnosed and switch patients"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943629238386532837) 2025-07-11 11:11:35 UTC 40.2K followers, 9932 engagements


"PIPER $VKTX Data are expected in 2H 2025 (we think in the August timeframe but company has guided to data potentially in 3Q25)"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949600596626993484) 2025-07-27 22:39:38 UTC 40.2K followers, 14.4K engagements


"Cantor $ATYR is hosting a Non-Deal Roadshow with aTyr Pharma (ATYR) on July 30/31 aTyr Management: Sanjay Shukla President & CEO Jill Broadfoot CFO Ashlee Dunston Sr. Director IR & Public Affairs Hosted By: Prakhar Agrawal Date/Location: July XX - Denver July XX - Virtual"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1939699075198107738) 2025-06-30 14:54:32 UTC 40.2K followers, 3276 engagements


"$NUVL initiate a rolling NDA submission in July 2025 with target completion in 3Q2025 through FDAs RTOR program 2) initiate pivotal Ph. X ALKAZAR in 1L ALK+ NSCLC in early 2H2025 3) pivotal data from Ph. X ALKOVE-1 in ALK+ NSCLC on track for readout by YE2025"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1938976598012645793) 2025-06-28 15:03:40 UTC 40.2K followers, 5838 engagements


"$CLDX $JSPR - both drugs are pipelines within there self both going after X indications"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1933904591927837000) 2025-06-14 15:09:19 UTC 40.2K followers, 4431 engagements


"These new ORAL MOA - that have injectable like efficacy & better safety - especially in huge markets should be rewarded Compared to the injectables $ABVX $PTGX $NKTR $VKTX $BBIO $CRVS"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948030494794498122) 2025-07-23 14:40:37 UTC 40.2K followers, 8548 engagements


"Piper $BBIO could have two additional launches by YE '26 KOL enthusiastic &stated that he would prescribe in nearly every genetically diagnosed LGMD2I/R9 patient.were previously underestimating BBP-418 opp'y&raised risk-adjusted peak sales to $447M from $147M&raisedPT to $68"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1944721023321915459) 2025-07-14 11:29:57 UTC 40.2K followers, 5916 engagements


"$XBI #Biotechs TD Cowen's top ideas for Q3:25 performance include $NBIX $BBIO $UCB $RAPP ACAD $URGN and ONC. Companies we believe are most likely to post Q2 sales/earnings in excess of consensus include $ADAP $AMGN $ARGX $ARQT $ASND $BBIO $EXEL $GILD $IMCR $MDGL"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948191605061468544) 2025-07-24 01:20:48 UTC 40.2K followers, 8661 engagements


"RBC 2Q25 Biotech Earnings Preview: #Biotech $XBI $ALNY $AMGN $RARE $INSM $SRPT"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942337019734069613) 2025-07-07 21:36:47 UTC 40.2K followers, 5679 engagements


"$APLS Empaveli PDUFA on July 28th: The PDUFA for Empaveli is July XX for C3G/MPGN"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949600773043601861) 2025-07-27 22:40:20 UTC 40.2K followers, 3817 engagements


"$BHVN Biohaven company has initiated a Ph1 trial (NCT07054684) of BHV- 1400 in IgA Nephropathy"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943640798639050900) 2025-07-11 11:57:32 UTC 40.2K followers, 3953 engagements


"Roche slowly finding out they really dont have great horse in obesity race $LLY $VKTX"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948497425833841100) 2025-07-24 21:36:02 UTC 40.2K followers, 24.5K engagements


"LR $ATYR BUY PT XX ATYR announced last patient visit has been completed in the Ph X EFZO-FIT study of efzofitimod in pulmonary sarcoidosis. The readout is expected 3Q25 though $ATYR mgmt. provided more insight on readout timing in our recent meetings which points to roughly early September"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948437888103809528) 2025-07-24 17:39:27 UTC 40.2K followers, 5226 engagements


"$BBIO - not sure $BBIO XX month Encaleret data should went unnoticed"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949600042366509362) 2025-07-27 22:37:26 UTC 40.2K followers, 4948 engagements


"@OMillionaires @Doobcox680 $VKTX - data very likely in Q3"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948831128179069073) 2025-07-25 19:42:03 UTC 40.2K followers, 1845 engagements


"Seriously wonder if roche is considering dropping CT-388 also - tolerance is not good"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948499590035972313) 2025-07-24 21:44:38 UTC 40.2K followers, 8096 engagements


"$XBI biotech sentiment & #BIOTECH Launches going well - $AXSM $VRNA $ITCI $BBIO $MDGL $TGTX -others as well"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942904821344035109) 2025-07-09 11:13:01 UTC 40.2K followers, 5955 engagements


"$GOOGL XXX BILLION in net income per year - - not easy to digest what achievement that is"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948725022270300412) 2025-07-25 12:40:25 UTC 40.2K followers, 4638 engagements


"22 #Biotech names $XBI from MS trading below Cash $PRME $ARVN $VIR $SAGE $BCYC"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1934634709599850776) 2025-06-16 15:30:33 UTC 40.2K followers, 6532 engagements


"RJ Top Picks List for Month of July are adding $RNA: Avidity will have Phase X registration cohort data in DMD44 in Q4 2025 &Phase X DM1 data in Q2 2026 &Phase X FSHD biomarker registration cohort data in Q2 2026. There is cash runway visibility into mid-2027"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1940400380409712714) 2025-07-02 13:21:16 UTC 40.2K followers, 3496 engagements


"Piper $XBI investors seem more focused on companies with near-term catalysts. For 2H highlight following with data/PDUFA catalysts: $ACLX $APLS $BBIO $CMPX $CNTA $CRBP $LENZ $NRIX $SLDB $VKTX. Top X names that we have been getting inbounds are: $BBIO $OCUL $SRPT"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1939332377429365077) 2025-06-29 14:37:24 UTC 40.2K followers, 4713 engagements


"$BBIO BridgeBio Pharma Inc. - Novel Human Genetics Evidence Confirms Estimates of Genetic Prevalence Underdiagnosis and Potentially Greater Symptom Burden of Gain-of-Function CASR Variants Associated with ADH1"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947989106392195265) 2025-07-23 11:56:09 UTC 40.2K followers, 2700 engagements


"$VKTX Viking Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update - Jul XX 2025"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948112309701754916) 2025-07-23 20:05:43 UTC 40.2K followers, 27K engagements


"I am told BUGGY is the brains behind both $PCYC $CRVS"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1315324915927732226) 2020-10-11 16:14:32 UTC 40.2K followers, XX engagements


"$VKTX - @ripster47 - nugget from Joon at Truist - not sure market ever digested this & ramifications- but fully believe this is still what makes $VKTX unique & has what others dont - look forward to next upcoming data"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948581122369356241) 2025-07-25 03:08:37 UTC 40.2K followers, 31.8K engagements


"GS $ARQT Neutral rating is driven by these considerations-view that the stock price will be sensitive to fluctuations in script data for Zoryve and its competitors. model Zoryve achieving $900M peak sales in 2036 (vs. $1.4B consensus) across all indications and formulations"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949605172730077387) 2025-07-27 22:57:49 UTC 40.2K followers, 3208 engagements


"$SOFI short interest drops XX million big still remains at XXX million"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948494844692758959) 2025-07-24 21:25:46 UTC 40.2K followers, 3698 engagements


"BofA $KRYS remain confident that Krystal can meet our 2Q expectations of $95M (+$3M cons) and full year expectations of $411M (+$4M cons).timing/feedback from EU launches (first expected in Germany in mid-2025e) timing for Japan launch to help set expectations growth trajectory"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1947974593081184268) 2025-07-23 10:58:29 UTC 40.2K followers, 2430 engagements


"$CNC $UNH - extreme sentiment early premarket - $CNC future guidance ongoing call now giving hope worst is behind $CNC $UNH now both almost green in premarket -"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948723236943937937) 2025-07-25 12:33:19 UTC 40.2K followers, 6511 engagements


"$ORIC XXX million Financing led by SR One and includes participation from new and existing investors including Point72 Viking Global Investors Venrock Healthcare Capital Partners New Enterprise Associates (NEA) Nextech Vivo Capital and NEXTBio Capital"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1927820041946362115) 2025-05-28 20:11:29 UTC 40.2K followers, 9025 engagements


"$SMMT MGT highlighted upcoming ivonescimab catalysts including full Ph3 HARMONi-6 study data in 1L squamous non-small cell lung cancer (NSCLC) from development partner Akeso in 2H (likely ESMO October following ivonescimabs benefit in combination with chemotherapy in 1L NSCLC"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1934004634705895658) 2025-06-14 21:46:51 UTC 40.2K followers, 3627 engagements


"WF $ATYR Adding ATYR to 3Q'25 Tactical Ideas List PT $XX Our Call We believe ATYR shares offer a compelling risk/reward ahead of efzofitimod's Phase X pulmonary sarcoidosis readout expected in 3Q25"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1940103870056980753) 2025-07-01 17:43:02 UTC 40.2K followers, 6930 engagements


"No idea why anyone or funds owns $INTC - NOT sure they know what direction their going No dividend - only cuts every quarter. Own the leaders $NVDA $AMD"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948721709323887091) 2025-07-25 12:27:15 UTC 40.2K followers, 3359 engagements


"Cantor $ARWR On the cardio-metabolic pipeline ARWR made a compelling case for plozasiran's (APOC3 siRNA) differentiation (efficacy safety and dosing) compared to olezarsen (APOC3 ASO IONS) and nuances to look for when P3 SHTG trials for olezarsen read out in 3Q25"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948343991545507958) 2025-07-24 11:26:20 UTC 40.2K followers, 3206 engagements


"$BBIO - look closely at $ALNY survey - bullish $BBIO launch continues - also XX% of TAF patients progressing - 50/50 split between $ALNY $BBIO"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943629747587563636) 2025-07-11 11:13:37 UTC 40.2K followers, 5398 engagements


"$AZN Sentiment on the stock remains generally positive with another positive Phase X readout this week continuing the companys impressive catalyst hit rate (8 out XX positive Ph3s YTD)"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949604438814966059) 2025-07-27 22:54:54 UTC 40.2K followers, 5479 engagements


"$BBIO - just finished reading WF survey on $ALNY $BBIO - read many $ALNY $BBIO reports over last year but this may be most bullish I read on $BBIO reports over- nicely done"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1939871041041453553) 2025-07-01 02:17:51 UTC 40.2K followers, 9272 engagements


"$LENZ PDUFA on Aug 8th: LENZ has an PDUFA for LZN100 a treatment for presbyopia"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949601008503394310) 2025-07-27 22:41:16 UTC 40.2K followers, 3126 engagements


"$OSCR - yesterday Jefferies - today WF. - after $UNH $MOH $CNC Definitely some caution warranted on $OSCR"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943635875973198111) 2025-07-11 11:37:58 UTC 40.2K followers, 8558 engagements


"$BBIO XX million remain short into next launch update in few weeks & X data readouts pending"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948497082672714044) 2025-07-24 21:34:40 UTC 40.2K followers, 5342 engagements


"$CRVS - ORAL - convenient effective & safe novel MOA can be worth😎"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948028617365074219) 2025-07-23 14:33:09 UTC 40.2K followers, 11.7K engagements


"$CLDX - clear leader- winner with $JSPR debacle - major dilution coming there - if and only if they can get there crap together - sure $JSPR rebounded some after it lost what XX% of its value - much better biotechs to be in & mgt teams"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942627460610220199) 2025-07-08 16:50:53 UTC 40.2K followers, 9975 engagements


"Agree $JSPR valuation under XXX million here is silly - but would also argue $CLDX mcap should be higher also for this very large market & refractory - plenty big for both of them to move higher $CLDX phase complete next year should continue to lift both"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1933903533407170946) 2025-06-14 15:05:07 UTC 40.2K followers, 8381 engagements


"$TGTX - thank you for posting & yes GS been bearish for years on $TGTX - I figured they would never come around since $TGTX was done with offerings & didnt need them - but maybe GS warming up now to $TGTX in case WEISS sales $TGTX down line here"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943630492357513470) 2025-07-11 11:16:34 UTC 40.2K followers, 6164 engagements


"$PFE Pfizer Inc. - XTANDI Plus Leuprolide Significantly Improves Survival Outcomes in Men with Non-Metastatic Hormone-Sensitive Prostate Cancer with High-Risk Biochemical Recurrence"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1943264795186090310) 2025-07-10 11:03:25 UTC 40.2K followers, 4947 engagements


"For new patientshe's putting about XX% on $BBIO Attruby 20-25% $PFE tafamidis &20% on $ALNY Amvuttra-lagging a little as its newest option. He is switching up to 30-40% of tafamidis patients (primarily ones who continue to progress) roughly 3/4 of these have been put on Attruby"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942407245536334238) 2025-07-08 02:15:50 UTC 40.2K followers, 16.6K engagements


"$CLDX Ph. X EoE data for barzolvolimab in 2H25. CLDX believes mast cells have been overlooked as one of the main effector cells for driving dysphagia (trouble swallowing) in EoE and sees considerable unmet need to provide enhanced symptomatic benefit vs. Dupixent which is the only FDA approved therapy for EoE"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949605629301043315) 2025-07-27 22:59:38 UTC 40.2K followers, 3467 engagements


"Piper $XBI continues to show momentum. The XBI is up X% over the last one month. We are seeing increased M&A deal activity since June and now we are seeing some big catalysts hit on their datasets and we have strong drug launches across the sector"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949598657126261015) 2025-07-27 22:31:56 UTC 40.2K followers, 9917 engagements


"Cowen $MRK Pharmaceuticals/Major-Winrevair Tracking Survey #3-3rd Winrevair physician survey shows # of patients treated with Winrevair up 4x YoY. Payor coverage more restrictive but respondents increasingly aligned on Winrevair's ultimate role as 2L therapy $GOSS"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1949839951387840610) 2025-07-28 14:30:45 UTC 40.2K followers, 4713 engagements


"BofA $JANX clinical validation is likely necessary for investor buy-in early data looks compelling and adds another leg to Janux's story. maintain Buy and $XX PTwith Janux having sufficient cash ($1B) to support JANX007 interim pivotal data JANX008 phase 1b data and human proof of concept for all assets announced today"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948690579967078690) 2025-07-25 10:23:33 UTC 40.2K followers, 4912 engagements


"Piper $VKTX Ahead of VKTXs Ph2a VENTURE-Oral readout in 2H 2025 (we est in Aug) we reviewed data from competitive programs to characterize where the bar is for success. Am- Nicely done preview report by piper"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1945075659711164685) 2025-07-15 10:59:09 UTC 40.2K followers, 39.5K engagements


"$LLY $NVS $AMGN $SLN currently five Lp(a) targeting assets in late-stage development four of which are GalNAc- conjugated RNAi approaches and the fifth is a small molecule that blocks Lp(a) formation by binding to apo(a) nice pic by wf"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1938972888737993011) 2025-06-28 14:48:55 UTC 40.2K followers, 5249 engagements


"$KURA #ESMO25 KURA - Multiple readouts pertaining to farnesyltransferase inhibitors including monotherapy KO-2806 in advanced solid tumors (981P) initial data from KO-2806 + cabozantinib in RCC (2604P) and KURRENT-HN data for tipifarnib + alpelisib in r/m HNSCC"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1948709475818352840) 2025-07-25 11:38:38 UTC 40.2K followers, 3076 engagements


"BofA $LLY No substantial changes to our long-term Mounjaro/Zepbound/orforglipron/retatrutide forecasts (arguably LLY's most important products). price objective remains $1000 based on an unchanged target P/E multiple of 43x applied to our updated "underlying" 2025E EPS"  
![@semodough Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3426014292.png) [@semodough](/creator/x/semodough) on [X](/post/tweet/1942900187506364821) 2025-07-09 10:54:36 UTC 40.2K followers, 3081 engagements