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[@semodough](/creator/twitter/semodough)
"$KURA Previewing KO-2806 Data: ESMO 2025 a Sleeper Hit VEGFRi + mTOR Data in ccRCC Validating; Event is a Large(ly Disregarded) Call Option; Potential +65% Upside in ccRCC Company Update September X 2025 OUTPERFORM Price Target: $XXXXX LIFESCI"  
[X Link](https://x.com/semodough/status/1964689107621437510) [@semodough](/creator/x/semodough) 2025-09-07T13:56Z 41.5K followers, 32.9K engagements


"$CRVS Point72 increased $CRVS position XXX% from 2.8M shares to 7.0M shares"  
[X Link](https://x.com/semodough/status/1956111764195827891) [@semodough](/creator/x/semodough) 2025-08-14T21:52Z 41.5K followers, 10.7K engagements


"$BBIO ONE Fact that should resonate with Doctors - ACC at 2025 @BridgeBioPharma reported a XXXX HR in variant ATTR-CM patients which drove increased use in Q2 as this compares favorably to the XXXX HR that $ALNY Amvuttra demonstrated (59% benefit vs. 8%)"  
[X Link](https://x.com/semodough/status/1972685488961044847) [@semodough](/creator/x/semodough) 2025-09-29T15:30Z 41.5K followers, 8223 engagements


"$CRVS $NVO - big whale to the board Mr Moore in 2022 re-joined Novo Nordisk as senior vice president of Corporate Development with responsibility for driving corporate strategy activities as well as all business development and M&A in Novo Nordisk"  
[X Link](https://x.com/semodough/status/1974112813481329064) [@semodough](/creator/x/semodough) 2025-10-03T14:02Z 41.5K followers, 7280 engagements


"$RNA guides to topline DM1 and FSHD data in 2Q26 noting a successful readout would be replication of prior phase 1/2 data. RNA would then look to file BLAs for both programs in 2H26. view DM1 and FSHD as potential blockbuster opportunities given both indications are 25-40K patients in the US and RNAs clear first-to-market path (no approved therapies). Mgt highlighted they are fully aligned on a full approval path in DM1 which is key advantage over competitors in the space that are further behind in development and targeting accelerated approval"  
[X Link](https://x.com/semodough/status/1974576301685252600) [@semodough](/creator/x/semodough) 2025-10-04T20:44Z 41.5K followers, 8477 engagements


"$FEMY no idea who buys these but there obviously not aware how bad financials are FEMY has XXX million in debt - will run out of cash by end of year - sales of 500k per quarter not going to help here - caution - much better #biotech plays"  
[X Link](https://x.com/semodough/status/1975178288696893591) [@semodough](/creator/x/semodough) 2025-10-06T12:36Z 41.5K followers, 3599 engagements


"$APGE had XXX million cash before todays offering"  
[X Link](https://x.com/semodough/status/1976016631395439017) [@semodough](/creator/x/semodough) 2025-10-08T20:07Z 41.5K followers, 10.8K engagements


"@Biohazard3737 $APGE offering And strength following - another Good sign for #Biotech sector $XBI"  
[X Link](https://x.com/semodough/status/1976298716517556459) [@semodough](/creator/x/semodough) 2025-10-09T14:48Z 41.5K followers, 1183 engagements


"$VERA near-term focus is on ASN in early November where full pivotal 36-week ORIGIN X data of atacicept in IgAN are anticipated anticipate key differentiation points for atacicept - administration / known phase X two-year eGFR data - and competitive proteinuria decline / clean safety"  
[X Link](https://x.com/semodough/status/1977091756299784681) [@semodough](/creator/x/semodough) 2025-10-11T19:19Z 41.5K followers, 6041 engagements


"$BBOT Neowise Biotechnology will present first-in-human data from a Phase X investigator-initiated study evaluating NW-301V a TCR-engineered T cell therapy targeting KRAS G12V in patients with colorectal cancer and pancreatic cancer (#1514O)"  
[X Link](https://x.com/semodough/status/1978409589734289579) [@semodough](/creator/x/semodough) 2025-10-15T10:36Z 41.5K followers, 2128 engagements


"$NKE BTIG initiates BUY PT $XXX Nike as Top Pick for 2026 citing solid recovery progress and margin rebound potential"  
[X Link](https://x.com/semodough/status/1978420833975521531) [@semodough](/creator/x/semodough) 2025-10-15T11:20Z 41.5K followers, 3038 engagements


"$IMVT batoclimab Ph2 in GD has additional 6-month remission data at ATA 2025 (September 10-14)"  
[X Link](https://x.com/semodough/status/1957756091804078465) [@semodough](/creator/x/semodough) 2025-08-19T10:46Z 41.5K followers, 4634 engagements


"$VKTX $BBIO $UTHR - seriously MS the same time spot on those 3"  
[X Link](https://x.com/semodough/status/1964718367203598582) [@semodough](/creator/x/semodough) 2025-09-07T15:52Z 41.5K followers, 9134 engagements


"$ROIV - Cowen few weeks back nice call COWEN INSIGHT Brepocitinib (oral QD JAK1/TYK2i) Ph3 VALOR DM data is expected in H2 (likely Sept 25) and should be positive affirmed by our KOL checks and proprietary analysis of TIS endpoint (see attached deck). like risk/reward and see stock trading +25-35% w/ positive data and down -10-15% w/ negative results. We model peak sales of $845M (65% PoS) in US/JP in DM alone and $2.3B incl NIU (75% POS)"  
[X Link](https://x.com/semodough/status/1968308485407277199) [@semodough](/creator/x/semodough) 2025-09-17T13:38Z 41.5K followers, 4206 engagements


"BofA $ROIV Ph3 study of brepo (JAK1/TYK2) met primary endpoint in dermatomyositis positioning for a commercial launch in '27E While efficacy data arguably could be better think data were good enough given oral dosing and steroid tapering reiterate Neutral with new PT $XXXXX. At $5-5.5bn EV ex-$IMVTthink more of LNP and broader pipeline are priced in"  
[X Link](https://x.com/semodough/status/1968429264610459904) [@semodough](/creator/x/semodough) 2025-09-17T21:38Z 41.5K followers, 3452 engagements


"$TGTX New Data for BRIUMVI Demonstrate XXXX% of Patients with Relapsing Multiple Sclerosis Were Free from Disability Progression After X Years of Continuous BRIUMVI Treatment TG Therapeutics Inc"  
[X Link](https://x.com/semodough/status/1970839050702438817) [@semodough](/creator/x/semodough) 2025-09-24T13:13Z 41.5K followers, 12.8K engagements


"$TGTX During year X of continuous treatment with BRIUMVI annualized relapse rate was XXXXX equivalent to one relapse occurring every XX years of patient treatment Overall safety profile of BRIUMVI remained consistent over X years of continuous treatment with no new safety signals emerging with prolonged treatment"  
[X Link](https://x.com/semodough/status/1970839262984589728) [@semodough](/creator/x/semodough) 2025-09-24T13:14Z 41.5K followers, 9362 engagements


"$TGTX - not sure how any Doctor could put any woman with #MS - on anything BUT #BRIUMVI with this X years of safety now"  
[X Link](https://x.com/semodough/status/1970839886870569042) [@semodough](/creator/x/semodough) 2025-09-24T13:17Z 41.5K followers, 5564 engagements


"$TGTX new data showing approximately XX% of RMS patients are free from disability progression after X yrs on therapy"  
[X Link](https://x.com/semodough/status/1970844086006341822) [@semodough](/creator/x/semodough) 2025-09-24T13:33Z 41.5K followers, 5306 engagements


"$TGTX - consolidating day X and day XX dose #MS"  
[X Link](https://x.com/semodough/status/1970845317009723468) [@semodough](/creator/x/semodough) 2025-09-24T13:38Z 41.5K followers, 3403 engagements


"$TGTX #ECTRIMS2025 slides Long-Term Efficacy and Safety of Ublituximab in Relapsing Multiple Sclerosis: Results from X Years of ULTIMATE I and II Open-Label Extension"  
[X Link](https://x.com/semodough/status/1970870336599011617) [@semodough](/creator/x/semodough) 2025-09-24T15:17Z 41.5K followers, 15.8K engagements


"$TGTX here is more on $TGTX first patient treated with Car-T Azer-cel"  
[X Link](https://x.com/semodough/status/1971267604271833540) [@semodough](/creator/x/semodough) 2025-09-25T17:36Z 41.5K followers, 9079 engagements


"$CRNX LIFESCI CRNX (OUTPERFORM$92.00 PT): FDA Approves Crinetics Palsonify with a Broad First-Line Label in Acromegaly; Higher-than-Anticipated $290k/yr WAC pushes our PT to $92/SH"  
[X Link](https://x.com/semodough/status/1971532887121129905) [@semodough](/creator/x/semodough) 2025-09-26T11:10Z 41.5K followers, 4128 engagements


"$KURA UPCOMING EVENTS Discussion of Clinical Data Presented at 2025 ESMO Congress Including First Clinical Data from KO-2806 Kuras Next-Generation FTI 10-18-2025 at 1:30 PM EDT"  
[X Link](https://x.com/semodough/status/1971935557115941048) [@semodough](/creator/x/semodough) 2025-09-27T13:50Z 41.5K followers, 5116 engagements


"$CYTK Mizuho Salim CYTK: "Bottom line: FOREST-HCM's nHCM cohort continues to show meaningful KCCQ-CSS change (while safe which is key as good safety can also help efficacy) we believe with positive read-across to upcoming (1H26) ACACIA-HCM (afi nHCM Ph3; we estimate late 1Q / early 2Q 2026). Investor focus continuing to ramp""  
[X Link](https://x.com/semodough/status/1972740750958883244) [@semodough](/creator/x/semodough) 2025-09-29T19:10Z 41.5K followers, 7781 engagements


"$VKTX Truist BUY): Competitor data from aleniglipron (formerly GSBR-1290) in 4Q25 Competitor data MET-097i (monthly dosing or w/T2DM) and MET-097o (oral GLP1) around YE25/early 2026 Obesity Week presentations: Nov 4-7 AHA presentations: Nov 7-10 Amylin agonist (DACRA) DC nomination in 4Q25 VK2735 maintenance study start late 3Q25/early 4Q25"  
[X Link](https://x.com/semodough/status/1973350385524891922) [@semodough](/creator/x/semodough) 2025-10-01T11:32Z 41.5K followers, 9000 engagements


"$PTGX - should it be up more today after $ABVX data"  
[X Link](https://x.com/semodough/status/1975197806496559470) [@semodough](/creator/x/semodough) 2025-10-06T13:53Z 41.5K followers, 12.7K engagements


"$KURA at least its not negative EV anymore 👍 progress"  
[X Link](https://x.com/semodough/status/1975214987871481878) [@semodough](/creator/x/semodough) 2025-10-06T15:02Z 41.5K followers, 4370 engagements


"$IPSC XXX million cash & Mcap XX million & catalyst- dont know the name but seems extreme Negative EV here"  
[X Link](https://x.com/semodough/status/1975644663273926926) [@semodough](/creator/x/semodough) 2025-10-07T19:29Z 41.5K followers, 13.3K engagements


"$APGE - if wondering why so strong - at Cowen KOL day "It's A Dupi Lebri Apogee World" Apogee's APG777/279 Likely To Be The Next 1L Standard Of Care Biologic(s) Approved $NKTR $CRVS"  
[X Link](https://x.com/semodough/status/1976012537884967233) [@semodough](/creator/x/semodough) 2025-10-08T19:51Z 41.5K followers, 19.5K engagements


"$ABVX Positioning of Obe in UC treatment. In terms of hierarchical positioning of drug there was a unanimous agreement that use & adoption are likely to be broad. KOLs panel noted that obefazimod "really qualifies as frontline therapy after 5- ASA and were impressed that the efficacy was preserved in later lines." In fact the presenters mentioned that they can see obefazimod being adopted in "any line of treatment from start to the end.""  
[X Link](https://x.com/semodough/status/1976097107393077703) [@semodough](/creator/x/semodough) 2025-10-09T01:27Z 41.5K followers, 10.7K engagements


"@bio_clouseau $NKTR $CRVS data this year having affect on $APGE"  
[X Link](https://x.com/semodough/status/1976216578783051993) [@semodough](/creator/x/semodough) 2025-10-09T09:22Z 41.5K followers, 1896 engagements


"$SRPT Bofa focused on initial updates for SRP-1001 in FSHD and SRP-1003 in DM1 expected by YE which think could provide upside to our estimates. look for updates on Elevidys but reiterate our view that it will likely take several quarters to gain visibility on the potential recovery. maintain Underperform with $XX PT"  
[X Link](https://x.com/semodough/status/1976219973249876084) [@semodough](/creator/x/semodough) 2025-10-09T09:35Z 41.5K followers, 3725 engagements


"$AKRO Akero Therapeutics to be Acquired by Novo Nordisk for up to $XXX Billion - Akero Therapeutics Inc.m"  
[X Link](https://x.com/semodough/status/1976231317701316715) [@semodough](/creator/x/semodough) 2025-10-09T10:20Z 41.5K followers, 21.7K engagements


"$ABVX X billion Mcap but has X billion dollar drug very likely. It may take XX years for $RGTI $Ionq to ever see X Billion yet Mcap 3-4x higher - biotechs valuations not even close to some of these tech names"  
[X Link](https://x.com/semodough/status/1976635859735842886) [@semodough](/creator/x/semodough) 2025-10-10T13:08Z 41.5K followers, 11K engagements


"$PTGX - musings 🤔 $JNJ still owes PTGX XXX million in milestones + PTGX cash of XXX million - add RUFA for 50/50 opt in with TAK - along with Oral Hepciden & XXX & XXX why not 9-10 billion fair value @Biohazard3737 as for JNJ free cash flow for 2024 was $20.517B & have XX billion cash"  
[X Link](https://x.com/semodough/status/1976832485955703255) [@semodough](/creator/x/semodough) 2025-10-11T02:09Z 41.5K followers, 26.3K engagements


"$DAWN 3Q consensus / guidance considerations Source $38.2M (bloomberg compiled)"  
[X Link](https://x.com/semodough/status/1977092219405582828) [@semodough](/creator/x/semodough) 2025-10-11T19:21Z 41.5K followers, 4347 engagements


"$IDYA #ESMO25 abstract LIFESCI IDYA - Phase X abstract continues to reinforce darovasertib's potential in primary uveal melanoma; largely consistent with prior disclosures from Sep 2025 and Dec 2024 R&D Days (1602O). As of the abstract cutoff darovasertib spared XX% of patients from enucleation (N=19/32) and drove simulated radiation dose reductions in XX% of brachytherapy patients with XX% having at least XX% radiation dose reduction and a lower 3-year predicted risk of 20/200 vision. Monotherapy darovasertib appears well-tolerated among N=90 safety patients with only XX% X% and X% rates of"  
[X Link](https://x.com/semodough/status/1977551854557905240) [@semodough](/creator/x/semodough) 2025-10-13T01:47Z 41.5K followers, 10.9K engagements


"$CRVS Barclays OW PT$16 view of a positive risk-reward for Corvus' ITK inhibitor soquelitinib (CPI-818) ahead of atopic dermatitis (AD) data this quarter as believe soqueltinib has a differentiated mechanism of action with early clinical data that suggests clinical benefit in AD. Upside case USD XXXXX Our upside scenario reflects data in atopic dermaitis above our expectations"  
[X Link](https://x.com/semodough/status/1977743356361916497) [@semodough](/creator/x/semodough) 2025-10-13T14:28Z 41.5K followers, 20.1K engagements


"Barclays - new #Biotech analyst Etzer Darout - was at BMO now at Barclays New Coverage Offers Opportunity to Participate in Biotech Upside Opportunities Abound as We Look to Next Waves of Innovation in Biotech. initiate coverage on $ABVX $ANAB $CLDX $CRVS MNPR ORKA RAPT and TVRD"  
[X Link](https://x.com/semodough/status/1977747538695295472) [@semodough](/creator/x/semodough) 2025-10-13T14:45Z 41.5K followers, 8095 engagements


"Barclays $ABVX Overweight Our $XXX price target on Abivax based on our view of the market opportunity for obefazimod in inflammatory bowel diseases given the clinical profile as a first-in-class oral molecule with a biologic-like efficacy in ulcerative colitis and Crohn's disease"  
[X Link](https://x.com/semodough/status/1977759095286288470) [@semodough](/creator/x/semodough) 2025-10-13T15:31Z 41.5K followers, 22.7K engagements


"$RNA BOFA PT $XX RNA now guides to a del-zota BLA filing in 1Q26 (prev. 4Q) to meet FDA requests for additional CMC data Mgt did not comment on what additional data was requested but cited confidence in a successful 1Q26 filing now model a del-zota launch in late-26 (prev. mid-26) as we continue to assume the filing will receive a priority review"  
[X Link](https://x.com/semodough/status/1977767872009994365) [@semodough](/creator/x/semodough) 2025-10-13T16:06Z 41.5K followers, 3557 engagements


"$ATXS who owned it"  
[X Link](https://x.com/semodough/status/1978055689076445689) [@semodough](/creator/x/semodough) 2025-10-14T11:10Z 41.5K followers, 4857 engagements


"$TGTX - very small numbers & early but seeing dramatic effects - if your $TGTX shareholder worth listening to - seems $TGTX pipeline is alive and well"  
[X Link](https://x.com/semodough/status/1978112080646472042) [@semodough](/creator/x/semodough) 2025-10-14T14:54Z 41.5K followers, 13.2K engagements


"$TARA (OUTPERFORM$26.00 PT): Mgmt Takeaways on The Busy Next Few Quarters; Compelling Risk/Reward as Company Approaches Key Clinical & Regulatory Catalysts Across The Pipeline; Increasing PT to $XX LIFESCI"  
[X Link](https://x.com/semodough/status/1978406689515643114) [@semodough](/creator/x/semodough) 2025-10-15T10:24Z 41.5K followers, 2981 engagements


"$XBI #Biotechs - good deal for $OMER & once again shows improving sentiment for BIOTECHS - OMER was one Biotech imho that was operating at position of weakness - much better Biotechs with better assets out there imho for better deals soon"  
[X Link](https://x.com/semodough/status/1978455070590087343) [@semodough](/creator/x/semodough) 2025-10-15T13:37Z 41.5K followers, 5482 engagements


"$JNJ catalysts"  
[X Link](https://x.com/semodough/status/1978460788126859530) [@semodough](/creator/x/semodough) 2025-10-15T13:59Z 41.5K followers, 3438 engagements


"$SLNO nugget Average Patient Weight Remains An Undetermined Variable That Will Have A Substantial Impact On Vykat XR's Quarterly Revenue Growth As a base-case scenario management previously suggested that the average weight of Vykat XR-treated patients may ultimately center on 61kg in line with the average patient weight and median age (13.5 years) in Soleno's C601 pivotal trial. This would translate to an average annualized Vykat XR treatment cost of $467K. Has management described observing promising signs of uptake in adult PWS market which could lead to a higher-than-expected average"  
[X Link](https://x.com/semodough/status/1978463807111356465) [@semodough](/creator/x/semodough) 2025-10-15T14:11Z 41.5K followers, 9967 engagements


"$GNPX - caution ⚠ here on $GNPX - Biotech about to get delisted pumping preclinical data - X million cash - also prospectus relates to the resale from time to time of up to 25000000 shares of our common stock par value $XXXXX per share by Lincoln Park Capital Fund LLC which we refer to in this prospectus as Lincoln Park or the selling stockholder. Filed weeks ago"  
[X Link](https://x.com/semodough/status/1978501528307597638) [@semodough](/creator/x/semodough) 2025-10-15T16:41Z 41.5K followers, 5602 engagements


"$GNPX - XXX million shares traded no idea who trades this - but you can bet $GNPX is diluting if they have not all ready on preclinical pump data"  
[X Link](https://x.com/semodough/status/1978501836404318466) [@semodough](/creator/x/semodough) 2025-10-15T16:42Z 41.5K followers, 2588 engagements


"$GNPX - caution ⚠ here on $GNPX - Biotech about to get delisted pumping preclinical data - X million cash - also prospectus relates to the resale from time to time of up to 25000000 shares of our common stock par value $XXXXX per share by Lincoln Park Capital Fund LLC which we refer to in this prospectus as Lincoln Park or the selling stockholder. Filed weeks ago"  
[X Link](https://x.com/semodough/status/1978505509612249268) [@semodough](/creator/x/semodough) 2025-10-15T16:57Z 41.5K followers, 11K engagements


"$BBIO nugget from Medcap survey included responses from XX physicians who treat 2160 ATTR patients on switches & tafamidis 1L market share has begun to erode QoQ (from XX% in 2Q) as acoramidis takes share (25% vs. XX% in 2Q $ALNY"  
[X Link](https://x.com/semodough/status/1978634931946283207) [@semodough](/creator/x/semodough) 2025-10-16T01:31Z 41.5K followers, 6073 engagements


"$BBIO Whats happening right now is absolutely insane Kumar said in an interview with Bloomberg News adding that he hasnt met a doctor in the field who doesnt consider BridgeBios drug to be the most potent medicine available. $PFE $ALNY"  
[X Link](https://x.com/semodough/status/1966227596666085472) [@semodough](/creator/x/semodough) 2025-09-11T19:49Z 41.5K followers, 13.9K engagements


"$CLDX Celldex Presents Data Demonstrating Barzolvolimab Improves Chronic Spontaneous Urticaria Independent of Baseline Immunoglobulin E levels in Phase X Study at EADV Congress 2025 - Celldex Therapeutics"  
[X Link](https://x.com/semodough/status/1968267258863460819) [@semodough](/creator/x/semodough) 2025-09-17T10:54Z 41.5K followers, 5265 engagements


"$UTHR Bern - $UTHR hasbeen planning for success in IPF and expects to have capacity for 75k patients by mid 2027. $UTHR is also working on X new products expected to come out of stealth mode next year with potential to further strengthen the durability of UTHRs business"  
[X Link](https://x.com/semodough/status/1971525824236126515) [@semodough](/creator/x/semodough) 2025-09-26T10:42Z 41.5K followers, 3533 engagements


"$REGN Dupixent Y/Y TRx XX% $NKTR $CRVS"  
[X Link](https://x.com/semodough/status/1974085085214523893) [@semodough](/creator/x/semodough) 2025-10-03T12:12Z 41.5K followers, 8570 engagements


"$ALNY MS expect Amvuttra launch momentum in TTR-CM to continue with potential for another beat and raise in 3Q25. This is supported by our monthly sales/script analysis implying robust 3Q25 WW Amvuttra sales of $650-680M. Hence we raise our Amvuttra sales estimates and our PT to $475"  
[X Link](https://x.com/semodough/status/1975178857016594594) [@semodough](/creator/x/semodough) 2025-10-06T12:38Z 41.5K followers, 2999 engagements


"$IPSC newest slidedeck"  
[X Link](https://x.com/semodough/status/1975682140806258815) [@semodough](/creator/x/semodough) 2025-10-07T21:58Z 41.5K followers, 5367 engagements


"$ABVX GUGG What's next for obefazimod next pivotal readout for Abivax is the 44-week maintenance readout2Q26. data will provide better clarity on obefazimod's positioning in lining of UC therapy.KOLs think 44-week maintenance data to be much higher&believe that symptomatic remission and clinical response are good leading indicators-Phase IIb Crohn's Disease trial4Q26"  
[X Link](https://x.com/semodough/status/1976096535004753979) [@semodough](/creator/x/semodough) 2025-10-09T01:25Z 41.5K followers, 15.1K engagements


"$LLY Zepbound TRx and NRx were +1% and +0.5% w/w respectively with TRx ending the week at 460k vs. the prior week's 455k Mounjaro TRx and NRx were +4% and +3% w/w respectively with TRx ending the week at 668k vs. the prior week's 644K"  
[X Link](https://x.com/semodough/status/1976627592099741937) [@semodough](/creator/x/semodough) 2025-10-10T12:35Z 41.5K followers, 4105 engagements


"$GMAB Cowen expect Darzalex to meet/beat $3.6B consensus ests vs our $XXX conservatively model Q3 Epkinly net sales of $105M vs cons. $124M. Kesimpta should beat. Tepezza likely to be weak. Rybrevant should continue to grow well. Acasunlimab 2L+ NSCLC update on OS by YE25. Nov XX 2025 PDUFA for 2L+ FL and Ph3 1L/2L DLBCL"  
[X Link](https://x.com/semodough/status/1976637016801481084) [@semodough](/creator/x/semodough) 2025-10-10T13:12Z 41.5K followers, 2727 engagements


"Yes $CRVS $ABVX others good day for ORALS"  
[X Link](https://x.com/semodough/status/1976676356374335551) [@semodough](/creator/x/semodough) 2025-10-10T15:49Z 41.5K followers, 7525 engagements


"$AZN - another overhang removed for AstraZeneca announces historic agreement with US Government to lower the cost of medicines for American patients"  
[X Link](https://x.com/semodough/status/1976786175542382995) [@semodough](/creator/x/semodough) 2025-10-10T23:05Z 41.5K followers, 3730 engagements


"$PTGX - fully believe $JNJ knows PN-881 is crown jewel in the pipeline & must have here before data comes out"  
[X Link](https://x.com/semodough/status/1977089789418709419) [@semodough](/creator/x/semodough) 2025-10-11T19:11Z 41.5K followers, 9812 engagements


"Would assume not good for $REGN either"  
[X Link](https://x.com/semodough/status/1977714004500881438) [@semodough](/creator/x/semodough) 2025-10-13T12:32Z 41.5K followers, 9499 engagements


"$CRVS Phase 1b updates in AD in 4Q25 Phase X data in ALPS in early 2026 Phase X data in PTCL in late 2026/early 2027 primary completion 11/2026)"  
[X Link](https://x.com/semodough/status/1977745717583028531) [@semodough](/creator/x/semodough) 2025-10-13T14:38Z 41.5K followers, 7643 engagements


"$ABVX Upside Scenario $168: Our upside scenario assumes positive maintenance data for obefazimod in ulcerative colitis and positive top-line data for obefazimod in Crohn's disease. Additionally upside could come from announcement of a strategic partner with favorable economics to ABVX"  
[X Link](https://x.com/semodough/status/1977759229923508391) [@semodough](/creator/x/semodough) 2025-10-13T15:32Z 41.5K followers, 16.7K engagements


"$IDYA Cantor previewing expectations ahead of two key readouts for darovasertib (daro; PKC inhibitor) + crizotinib (crizo cMET inhibitor) in first-line (1L) metastatic uveal melanoma (MUM):First look at Phase X median OS (mOS) in XX 1L MUM patients at the Society for Melanoma Research (SMR)meeting (Oct 2528 Amsterdam). Abstracts may be released as early as end of this week. 2Topline Phase 2/3 median PFS (mPFS) in 1L HLA-A2-negative MUM expected by YE25/1Q26"  
[X Link](https://x.com/semodough/status/1978102743324565724) [@semodough](/creator/x/semodough) 2025-10-14T14:17Z 41.5K followers, 4374 engagements


"$SLNO - simple math XX% of these XXX patients is XXX new starts just from these XX endocrinologists - imho bodes well for q3"  
[X Link](https://x.com/semodough/status/1978106758548574616) [@semodough](/creator/x/semodough) 2025-10-14T14:32Z 41.5K followers, 15.3K engagements


"$TGTX - this was n-1 only but definitely got enrollment going"  
[X Link](https://x.com/semodough/status/1978115582265336203) [@semodough](/creator/x/semodough) 2025-10-14T15:08Z 41.5K followers, 5368 engagements


"#ESMO25 Relevant to $DAWN Fosun Pharma will present data on MEK1/2 inhibitor luvometinib in patients with MAPK-pathway altered pLGG (661MO). Overall X partial responses and XX minor responses were observed (3 unconfirmed total 20/37); leading to a confirmed ORR of 54.3%; DCR was XXXX% in this population"  
[X Link](https://x.com/semodough/status/1978409815090122831) [@semodough](/creator/x/semodough) 2025-10-15T10:37Z 41.5K followers, 3339 engagements


"$LXEO GUGG LXEO BUY rating $30/share PT based on compelling attributes. LXEO is leveraging cardiotropic AAVrh10 to target myocardial disease in FA and PKP2-ACM which together represent a $11Bn-$13Bn TAM in the US by estimates. Importantly: (1) dose and ISR selection benchmarked by an encouraging complement profile positions its assets to navigate the TI; (2) LX2006 RMAT and BTD for FA-CM"  
[X Link](https://x.com/semodough/status/1978635370993537227) [@semodough](/creator/x/semodough) 2025-10-16T01:33Z 41.5K followers, 4229 engagements


"#Biotechs can you imagine a BIOTECH CEO selling all his shares like $RGTI CEO did he probably be fired 🤷♂ RGTI CEO Subodh K. Kulkarni exercised options to convert 1000000 and immediately sold them leaving him with zero shares"  
[X Link](https://x.com/semodough/status/1978843113905963322) [@semodough](/creator/x/semodough) 2025-10-16T15:18Z 41.5K followers, 16.7K engagements


"$ALNY (BUY PT to $XXX was $459). increased 3Q Amvuttra sales estimate to $690M ($550M US/ $140M ex-US) vs consensus estimate of $610M Rx sales data for 4Q are indicating $555M - $590M in US Amvuttra sales alone. Considering the drug generated $130M ex-US last Q before the launch for the ATTR-CM indication"  
[X Link](https://x.com/semodough/status/1979195701272662021) [@semodough](/creator/x/semodough) 2025-10-17T14:40Z 41.5K followers, 2978 engagements


"$XBI $ARGX $ALNY - good for biotech sentiment 👊👊"  
[X Link](https://x.com/semodough/status/1950920654653440081) [@semodough](/creator/x/semodough) 2025-07-31T14:05Z 41.5K followers, 6358 engagements


"$CTMX - Perceptive - Point72 - Baker -BVF - VIVO - Orbimed - money slide on $CTMX"  
[X Link](https://x.com/semodough/status/1958854702184931834) [@semodough](/creator/x/semodough) 2025-08-22T11:32Z 41.5K followers, 23.9K engagements


"$DNTH Cowen gMG Ph. II claseprubart study +50-100% / -25-50%"  
[X Link](https://x.com/semodough/status/1964864416006168879) [@semodough](/creator/x/semodough) 2025-09-08T01:32Z 41.5K followers, 9950 engagements


"Cantor $UTHR: This Should Be a $XXX Stock-Because IPF is now largely de-risked. The market is only giving UTHR credit for $2B in peak IPF sales when we think the true number is closer to $5B. fully believe this stock should trade with a 5-handle"  
[X Link](https://x.com/semodough/status/1965722232929534413) [@semodough](/creator/x/semodough) 2025-09-10T10:21Z 41.5K followers, 3840 engagements


"$SMMT Ph3 HARMONi-6 ivonescimab + chemotherapy data in 1L NSCLC from SMMTs partner Akeso at the European Society for Medical Oncology (ESMO; 10/17-21)"  
[X Link](https://x.com/semodough/status/1971951826292691331) [@semodough](/creator/x/semodough) 2025-09-27T14:55Z 41.5K followers, 5708 engagements


"$UTHR cantor All in all TETON-2 isn't the homerun dataset we wanted to see. But it's clear to us that Tyvaso is the best thing out there for IPF patients and the full details do support Tyvaso becoming a very large drug in IPF ($5B+ opportunity). We fully believe that we're in store for a mega commercial launch with this drug"  
[X Link](https://x.com/semodough/status/1972389367554683160) [@semodough](/creator/x/semodough) 2025-09-28T19:54Z 41.5K followers, 4724 engagements


"$LRMR Baird nomlas clinical translatability there were positive trends in several clinical scores including a not-too-shabby 3.25-pt net improvement in mFARS vs. a natural history cohort $BIIB 2.41-pt improvement in a RCT on its way to FDA approval). Shares were initially down over XX% on news but have since rebounded XX% as investors may be beginning to realize the glass may not be quite as empty as they believed at first glance"  
[X Link](https://x.com/semodough/status/1974484243276235081) [@semodough](/creator/x/semodough) 2025-10-04T14:38Z 41.5K followers, 5878 engagements


"$BBIO nice shout out by Josh - on X month difference - $BBIO"  
[X Link](https://x.com/semodough/status/1974485763711742310) [@semodough](/creator/x/semodough) 2025-10-04T14:44Z 41.5K followers, 9288 engagements


"$GILD Baird Incrementally positive on IP update. announced reached settlements with three generic manufacturers regarding timing of potential generic Biktarvy launches extending expected US LOE from December 2033 to April X 2036. believe the additional XXX years of US exclusivity and solidified timeline around the exclusivity to be a modest tailwind"  
[X Link](https://x.com/semodough/status/1975218318328963399) [@semodough](/creator/x/semodough) 2025-10-06T15:15Z 41.5K followers, 7448 engagements


"$AZN yesterday Baxdrostat met the primary endpoint in Bax24 Phase III trial in patients with resistant hypertension"  
[X Link](https://x.com/semodough/status/1976009345029566518) [@semodough](/creator/x/semodough) 2025-10-08T19:38Z 41.5K followers, 6482 engagements


"$AKRO highest short interest to date into the buyout"  
[X Link](https://x.com/semodough/status/1976402065321754797) [@semodough](/creator/x/semodough) 2025-10-09T21:39Z 41.5K followers, 3171 engagements


"$SOFI still over XXX million short"  
[X Link](https://x.com/semodough/status/1976404401402282313) [@semodough](/creator/x/semodough) 2025-10-09T21:48Z 41.5K followers, 9246 engagements


"$PFE #ESMO25 will present results from PF-08046054 (SGN-PDL1V) an anti-PD-L1 antibody drug conjugate utilizing SGENs vedotin warhead in NSCLC (#956P). The anti-PD-L1 mAb used is believed to have faster internalization and proteolytic cleavage compared to approved PD- L1 mAbs"  
[X Link](https://x.com/semodough/status/1976610040678400436) [@semodough](/creator/x/semodough) 2025-10-10T11:25Z 41.5K followers, 3294 engagements


"$XBI biotechs even $UTHR that has XX billion Mcap has XXX million in revenue quarter - not X million in orders like RGTI geesh"  
[X Link](https://x.com/semodough/status/1976634270245380225) [@semodough](/creator/x/semodough) 2025-10-10T13:01Z 41.5K followers, 3924 engagements


"$SLNO - worth repeating incase you missed it - XX% of patients on VYKAT XR received their first prescription in 3Q suggesting a substantial increase in new starts from the XXX reported by the end of 2Q"  
[X Link](https://x.com/semodough/status/1978103499154928060) [@semodough](/creator/x/semodough) 2025-10-14T14:20Z 41.5K followers, 17.1K engagements


"$NVO $OMER XXX million upfront Omeros Corporation - Novo Nordisk and Omeros announce asset purchase and license agreement for Omeros clinical-stage MASP-3 inhibitor zaltenibart (OMS906)"  
[X Link](https://x.com/semodough/status/1978440056541941900) [@semodough](/creator/x/semodough) 2025-10-15T12:37Z 41.5K followers, 18.3K engagements


"$APLS WF APLS believe it is time to Make Apellis Great Again&stabilizing Syfovre revs + strong PSFs for Empaveli's launch in C3G/IC-MPGN get us more bullish. recent doc panel commentary&survey get us more confident in a bolus for Empaveli's launch through the next couple of Qs and Syfovre PFS could even get it modestly growing in 2026. think Empaveli PSFs of XXX in 3Q25 could see shares up +15-20%.PT$32 (from $29) upgrade to Overweight"  
[X Link](https://x.com/semodough/status/1978637071536324705) [@semodough](/creator/x/semodough) 2025-10-16T01:40Z 41.5K followers, 3757 engagements


"$PEPG - I see why no hypomagnesemia was so important now"  
[X Link](https://x.com/semodough/status/1970968913354854783) [@semodough](/creator/x/semodough) 2025-09-24T21:49Z 41.5K followers, 9588 engagements


"$BBIO piper BUY PT $XX only X month of treatment with Attruby there was already evidence of a reduction in number of cardiovascular events vs the placebo group. By Month XX XX events were avoided per XXX treated patients. BBIO also presented data that showed the incidence of ATTR-CM in the US Veteran population has increased by two-fold after product approvals in ATTR-CM. Separately we will be hosting a fireside chat with BBIO tomorrow at X PM and a KOL dinner in NYC"  
[X Link](https://x.com/semodough/status/1972586658148069420) [@semodough](/creator/x/semodough) 2025-09-29T08:58Z 41.5K followers, 8199 engagements


"$BBIO Cowen hosted BBIO mGT impressive Attruby launch as well as X exciting Phase III readouts expected over the next X months. left highly confident in the ongoing launch and the Phase III readouts. BBIO could potentially have several approved products on market X years from nowbelieve a $20B valuation😎 is next stop"  
[X Link](https://x.com/semodough/status/1972845759847334060) [@semodough](/creator/x/semodough) 2025-09-30T02:07Z 41.5K followers, 8671 engagements


"$BBIO Phase III encaleret data in ADH1 patients (Q4) +20-30% / -10-20% BBIO Phase III BBP-418 data in LGMD2I patients (Q4) like risk/reward here - high conviction both trials work & Attruby launch thats increasing imho that supports $BBIO current valuation"  
[X Link](https://x.com/semodough/status/1973424568242192855) [@semodough](/creator/x/semodough) 2025-10-01T16:27Z 41.5K followers, 12.3K engagements


"$AZN BofA Reiterate Buy; Valuation Big pipeline year to de-risk mid-term. Valuation (c15x 26E P/E) looks attractive in our view. Mid-term guide implies high single digit sales CAGR & supports rerating to 18x 26E P/E. Next 18m will likely see game- changing reads with significant sales potential Key are AVANZAR in NSCLC (1H26) likely pre-data in PD-L1 low pts (TL07); SERENA-4 in all- comer mBC (2H26) with readthrough from ROGs competing persevERA trial 1Q26 and; Eplontersen in ATTR-CM (2H26)"  
[X Link](https://x.com/semodough/status/1973713454797087095) [@semodough](/creator/x/semodough) 2025-10-02T11:35Z 41.5K followers, 3780 engagements


"$AZN Bernstein full data high profile AHA conference (7-11 November) to fully assess the Bax24 blood pressure lowering phase X data just headlined for AZNs baxdrostat. But considering that this data is highly clinically meaningful believe that it further validates AZNs late stage non-oncology prospects. Within this business (=60% of our group sales (CAGR 25-30e) of 9%) we expect seven more high profile phase X data read- outs pre 31/12/27 where consensus expectations are mostly too low. Hence our 2030 Total Revenue forecast of $89bn is XX% Bloomberg consensus (the guidance is $80bn). The next"  
[X Link](https://x.com/semodough/status/1975884134904926361) [@semodough](/creator/x/semodough) 2025-10-08T11:21Z 41.5K followers, 9108 engagements


"$AZN Bernstein 2030 Total Revenue forecast of $89bn is XX% Bloomberg consensus (the guidance is $80bn) for $AZN"  
[X Link](https://x.com/semodough/status/1975884266757325105) [@semodough](/creator/x/semodough) 2025-10-08T11:21Z 41.5K followers, 4695 engagements


"$AZN GUGG IR confirmed enthusiasm for program&that BaxHTN was primary data set needed to file with regulators but noted AZN plans to file Bax24 data set&whether it is included formally in label or not at launch it will be a promotable data set&potentially a differentiator vs. competition with team noting carefully selected language in press release"  
[X Link](https://x.com/semodough/status/1976009874241913116) [@semodough](/creator/x/semodough) 2025-10-08T19:40Z 41.5K followers, 4048 engagements


"Should $ABVX be up more now that $JNJ speaks"  
[X Link](https://x.com/semodough/status/1976685813262860770) [@semodough](/creator/x/semodough) 2025-10-10T16:26Z 41.5K followers, 7833 engagements


"$AZN - in good graces with trump now"  
[X Link](https://x.com/semodough/status/1976688664152256782) [@semodough](/creator/x/semodough) 2025-10-10T16:37Z 41.5K followers, 4964 engagements


"$BBIO trading like Encaleret data next week"  
[X Link](https://x.com/semodough/status/1976729582553514222) [@semodough](/creator/x/semodough) 2025-10-10T19:20Z 41.5K followers, 6923 engagements


"Jefferies reiterated $BBIO at a Buy rating and a $XX PT. Jefferies said in its note to investors: We think encaleret's (oral CaSR antagonist) Phase III CALIBRATE study in ADH1 ($1B+ oppty) has a 60%+ PoS potentially pushing the stock up +5-15% (vs down -10-15%) and helping create the next leg of growth (after Attruby). $BBIO would then file an NDA in 2026. Also encaleret will start a separate Phase III in 2026 for hypoparathyroidism ($1B+ call option) and its updated Phase I/II data strengthens the overall thesis of normalizing blood/urine calcium levels"  
[X Link](https://x.com/semodough/status/1976730092450586712) [@semodough](/creator/x/semodough) 2025-10-10T19:22Z 41.5K followers, XXX engagements


"JPM Catalysts To Monitor $BBIO): Both top-line pivotal data sets for encaleret (ADH1) and BBP-418 (LGMD2I/R9) are anticipated in the October / November time frame (though cadence is unknown but our understanding is that one data card flip will come before earnings&next a few weeks later).have not heard of any definitive Street expectations for either of the data sets yet"  
[X Link](https://x.com/semodough/status/1977091460856975722) [@semodough](/creator/x/semodough) 2025-10-11T19:18Z 41.5K followers, 8960 engagements


"$JNJ last question on call - really excited about opportunity and confident for oral & X billion plus opportunity- ICO going to be really big asset for us also X papers coming NEJM"  
[X Link](https://x.com/semodough/status/1978095309545763151) [@semodough](/creator/x/semodough) 2025-10-14T13:47Z 41.5K followers, 20.3K engagements


"RJ - Chris Raymond Initiating Coverage of $BHVN $BMRN $COGT $KLRS $MNPR $NUVL $SION $TYRA $VRTX; Assuming $AMGN $ARDX $REGN"  
[X Link](https://x.com/semodough/status/1963186409126387964) [@semodough](/creator/x/semodough) 2025-09-03T10:24Z 41.5K followers, 8717 engagements


"$TGTX - remains undervalued going forward - Cowen said this on DEC 2024 - $TGTX will ultimately capture XX% of new patients - $TGTX all ready 1/3 of new patients - Longterm numbers only going up - above numbers not including subq Contributions"  
[X Link](https://x.com/semodough/status/1969469349657186570) [@semodough](/creator/x/semodough) 2025-09-20T18:30Z 41.5K followers, 15.7K engagements


"$LRMR did not know $BMRN Palynziq has a boxed warning for the risk of life-threatening anaphylaxis with requirement to carry epi-pen A 2021 study of XX patients on Palynziq reported an anaphylaxis rate of XXXX% which was higher than rate observed in clinical trials. study also found that anaphylactic episodes were more common shortly after dosage increases Palynziq generated $355M in FY24 peak sales forecast of $812M"  
[X Link](https://x.com/semodough/status/1972988739379945618) [@semodough](/creator/x/semodough) 2025-09-30T11:35Z 41.5K followers, 14.3K engagements


"$LRMR - what might have been as $BMRN shows below still very much viable path with such unmet need - especially with excellent data and disease modifying - if it was not for this being protein & causing anaphylaxis- imho LRMR probably be trading north of XX bucks here 🤔🤔"  
[X Link](https://x.com/semodough/status/1973391445714157997) [@semodough](/creator/x/semodough) 2025-10-01T14:15Z 41.5K followers, 14.9K engagements


"$PALI - good funds in name - but cant get over 197154844 shares of its common stock (or common stock equivalents) at a public offering price of $XXXX. Ya if I got .70 cents I probably be little more upbeat but XXX million share dilution - dang"  
[X Link](https://x.com/semodough/status/1973895517810909229) [@semodough](/creator/x/semodough) 2025-10-02T23:38Z 41.5K followers, 14.2K engagements


"$LPTX - been X months since exploring potential sale or partnership opportunities for sirexatamab and FL-501. By Raymond James & Associates - would think FL-501 is worth something"  
[X Link](https://x.com/semodough/status/1974097948507320622) [@semodough](/creator/x/semodough) 2025-10-03T13:03Z 41.5K followers, 5366 engagements


"$KURA cantor points out another point of distinction"  
[X Link](https://x.com/semodough/status/1974195556307341717) [@semodough](/creator/x/semodough) 2025-10-03T19:31Z 41.5K followers, 5980 engagements


"Clear Street $PTGX PT to $74full data release from P2b Anthem-UC trial (initial topline in March 2025) and initiation of P3 UC and P2/3 Crohn's disease trials by J&JUC results matched 30-40% base-case expectations with 400mg dose delivering a XXXX% placebo-adjusted clinical response (63.5% vs 27%; p0.001). Comprehensive results presented at UEGW 2025 demonstrated that all three doses-400mg 200mg and 100mg-met the primary endpoint with placebo-adjusted clinical response rates of XXXX% XXXX% and XXXX% respectively. Multiple key secondary endpoints also achieved statistical significance. At"  
[X Link](https://x.com/semodough/status/1975647704953823741) [@semodough](/creator/x/semodough) 2025-10-07T19:41Z 41.5K followers, 11.3K engagements


"$UNH premarket JpMorgan PT from $XXX from XXX Also MIZHOU PT $XXX from $300"  
[X Link](https://x.com/semodough/status/1976224490481942860) [@semodough](/creator/x/semodough) 2025-10-09T09:53Z 41.5K followers, 3019 engagements


"$NVO $AKRO bofa MASH a big market with large obesity overlap Novo has estimated c22m sufferers by 30Ewith a large obesity overlap. We see MASH as a potential huge addressable market with c25% of population having NAFLD (non-alcoholic fatty liver disease) with Novo estimates of 22m MASH F2-F4c sufferers expected by 2030"  
[X Link](https://x.com/semodough/status/1976291294319112498) [@semodough](/creator/x/semodough) 2025-10-09T14:18Z 41.5K followers, 3101 engagements


"$TARS - looks like BofA raised 2026-& 2027 revenue numbers"  
[X Link](https://x.com/semodough/status/1976309578695573800) [@semodough](/creator/x/semodough) 2025-10-09T15:31Z 41.5K followers, 4739 engagements


"$BMY - needs to be spending Billions on phase X ready assets & not ones going into clinic imho - $BMY LOE is real imho"  
[X Link](https://x.com/semodough/status/1976604464808415259) [@semodough](/creator/x/semodough) 2025-10-10T11:03Z 41.5K followers, 15.2K engagements


"$BMY besides LOE - Sotyktu X billion in revenue at risk Jefferies $PTGX the Sotyktu killer Doc thinks Sotyktu is stuck in "no man's land" w/ moderate efficacy slow onset and requirement of TB test. Analysts had sales of $BMY Sotyktu of XXX billion in 2029"  
[X Link](https://x.com/semodough/status/1976606550006563292) [@semodough](/creator/x/semodough) 2025-10-10T11:11Z 41.5K followers, 17.8K engagements


"$AZN #ESMO25 interim analysis for DESTINY-Breast05 as a late-breaking presentation&part of Presidential Symposium I. This trial could move Enhertu into earlier stages of HER2+ breast cancer. Specifically DESTINY-Breast05 compares Enhertu vs. Kadcyla in patients who have residual invasive disease after neoadjuvant therapy. AZN estimates this segment of the population is 65000 patients in the top X countries globally (including 14k in the US and 38k in China)"  
[X Link](https://x.com/semodough/status/1976609677203882157) [@semodough](/creator/x/semodough) 2025-10-10T11:24Z 41.5K followers, 2956 engagements


"$BMY MS underweight continue to see risk on 2026 numbers"  
[X Link](https://x.com/semodough/status/1976618009944011132) [@semodough](/creator/x/semodough) 2025-10-10T11:57Z 41.5K followers, 3573 engagements


"$BMY - nothing on catalyst page to get investors attention - neither does XXX billion early stage deal today - seriously BMY mgt"  
[X Link](https://x.com/semodough/status/1976619275281678799) [@semodough](/creator/x/semodough) 2025-10-10T12:02Z 41.5K followers, 14.4K engagements


"$PTGX $JNJ Will PTGX get 10CVR on PN-881 @Biohazard3737"  
[X Link](https://x.com/semodough/status/1976671237494669595) [@semodough](/creator/x/semodough) 2025-10-10T15:28Z 41.5K followers, 12.1K engagements


"Leerink $NVO $AKRO deal underscores Large Pharma's clear strategic interest in MASH and newfound willingness to deploy capital externally to boost pipeline exposure - we see positive readthrough for the MASH names in our coverage including $MDGL SGMT and $VKTX. We see NVO's acquisition as supportive of our view that GLP-1's will not fully address the entire MASH spectrum"  
[X Link](https://x.com/semodough/status/1977086698405179733) [@semodough](/creator/x/semodough) 2025-10-11T18:59Z 41.5K followers, 11.5K engagements


"$SNY just another week of 23900 new scripts written this week of Duxipent $NKTR $CRVS"  
[X Link](https://x.com/semodough/status/1977095710706377089) [@semodough](/creator/x/semodough) 2025-10-11T19:35Z 41.5K followers, 11K engagements


"$SLNO - newest board member Prior to joining the Soleno Board Mr. Hahn served as Chief Financial Officer of Verona Pharma PLC through the phase X program and launch of its first approved product from March 2020 until its acquisition by Merck & Co. Inc. for approximately $XX billion in October 2025"  
[X Link](https://x.com/semodough/status/1977711054655295992) [@semodough](/creator/x/semodough) 2025-10-13T12:20Z 41.5K followers, 27.1K engagements


"$JNJ - what JNJ said on call ICO Jennifer Taubert Executive Vice President Worldwide Chairman Innovative Medicine Johnson & Johnson: Great thanks. Good morning. We are really excited about the opportunity for Icotrokinra and see this as one of our next big you know $X billion plus brands. Why are we excited about it We believe its really going to set the new standard of care in the treatment of plaque psoriasis and that will be the first indication. You know unprecedented combination of complete skin clearance and a favorable safety profile. With the simplicity of an oral pill were really"  
[X Link](https://x.com/semodough/status/1978138679131668903) [@semodough](/creator/x/semodough) 2025-10-14T16:39Z 41.5K followers, 9470 engagements


"$NVO getting more aggressive of late on #Biotech deals $XBI"  
[X Link](https://x.com/semodough/status/1978443466364313927) [@semodough](/creator/x/semodough) 2025-10-15T12:50Z 41.5K followers, 6698 engagements


"$BBIO looks to be doing just fine in latest 3Q25 Quarterly ATTR-CM Survey by LR $PFE $ALNY"  
[X Link](https://x.com/semodough/status/1978526196091478073) [@semodough](/creator/x/semodough) 2025-10-15T18:19Z 41.5K followers, 10.6K engagements


"$CRVS Barclay Upcoming update could set path to value creation. Corvus plans to announce 8-week data from an extension cohort of its Phase X trial in atopic dermatitis in 4Q25 where patients receive soquelitinib XXX mg BID (twice daily). Additionally the update will pool together 200mg BID Cohort X patients with 200mg BID Cohort X patients at the 4-week timepoint increasing the sample size. The 4-week data for this dose demonstrated a clear dose-response relationship and clinical activity. Patients achieved EASI-75 reductions comparable to those seen with dupilumab at X weeks and a greater"  
[X Link](https://x.com/semodough/status/1978786625682292832) [@semodough](/creator/x/semodough) 2025-10-16T11:34Z 41.5K followers, 9344 engagements


"$NKTR $CRVS another reminder of just how large market opportunity is estimated XX million atopic dermatitis patients in G7 countries and according to Evaluate Pharma market is expected to reach $28bn in sales in 2030. For patients with moderate to severe atopic dermatitis biologic Dupixent is standard of care but up to XX% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) while effective have black box warnings and monitoring requirements. We believe that an oral molecule that is safe and has a differentiated clinical profile can be a valuable addition to the"  
[X Link](https://x.com/semodough/status/1978788480185495660) [@semodough](/creator/x/semodough) 2025-10-16T11:41Z 41.5K followers, 16.9K engagements


"$NKTR $CRVS another reminder- worth repeating on Dupixent $28bn in sales in 2030. but up to XX% of patients will fail systemic biologic therapy and janus kinuse inhibitors (JAKi) simple math easily says 10-14 billion in just failure market"  
[X Link](https://x.com/semodough/status/1978789291238064324) [@semodough](/creator/x/semodough) 2025-10-16T11:45Z 41.5K followers, 14.2K engagements


"$TSHA Baird anticipate some investors may be marginally disappointed that Astellas isn't acquiring Taysha we're overall encouraged by this update as regainment of rights allows Taysha to pursue additional deals unencumbered (and streamlines the TSHA-102 modeling). Unsurprised by Astellas decision given their cash balance. note Taysha's $1.46B market cap and Astellas' $1.43B cash-on-hand as of June XX 2025. Given this situation Astellas (ALPMY not covered) may have been unwilling to take on debt to exclusively license TSHA-102 (i.e. fully acquire hence believe the likelihood of the two parties"  
[X Link](https://x.com/semodough/status/1978947681113297285) [@semodough](/creator/x/semodough) 2025-10-16T22:14Z 41.5K followers, 5936 engagements


"$LLY Zepbound TRx NRx were +4% & +3% w/w respectively with TRx ending week at 480k vs. prior week's 460k Wegovy TRx NRx were -X% and -X% w/w respectively with TRx ending week at 272k vs. prior week's 282k Mounjaro TRx and NRx were -X% and -X% w/w respectively with TRx ending the week at 660k vs. prior week's 668K"  
[X Link](https://x.com/semodough/status/1979149657407160620) [@semodough](/creator/x/semodough) 2025-10-17T11:37Z 41.5K followers, 6483 engagements


"$JNJ Icotrokinra could significantly expand the PsO market. Mgmt stated that fewer than XX% of eligible patients with moderate to severe PsO are receiving advanced treatments. Icotrokinra has shown strong complete skin clearance rates and a favorable safety profile. Therefore it has a good opportunity to bring more patients into the IL-23 class as a daily oral pill. JNJ reiterated $5B+ peak sales target for icotrokinra. Consensus currently expects $4.1B in 2032. $PTGX"  
[X Link](https://x.com/semodough/status/1979544550071836823) [@semodough](/creator/x/semodough) 2025-10-18T13:46Z 41.5K followers, 2617 engagements


"$XBI #Biotechs LR tremendous 6-month run in the XBI has healthcare specialists feeling better about life. Investors we speak to are appreciating what a bull market feels like again. have consistently believed the path to biotech outperformance includes some combo of: easing monetary policy development-stage M&A FDA stability absence of shocking action on drug pricing and improving capital markets activity. For the most part all of these are coming together simultaneously"  
[X Link](https://x.com/semodough/status/1979545210234322990) [@semodough](/creator/x/semodough) 2025-10-18T13:48Z 41.5K followers, 8005 engagements


"$AZN #ESMO25 Enhertu reduced risk of disease recurrence or death by XX% vs. T-DM1 in patients with high-risk HER2-positive early breast cancer following neoadjuvant therapy in DESTINY-Breast05 More than XX% of patients were free of invasive disease at3yrs"  
[X Link](https://x.com/semodough/status/1979594521907233008) [@semodough](/creator/x/semodough) 2025-10-18T17:04Z 41.5K followers, 2735 engagements


"$AZN Enhertu followed by THP before surgery resulted in a pathologic complete response in XX% of patients with high-risk HER2-positive early-stage breast cancer in DESTINY-Breast11 Phase III trial"  
[X Link](https://x.com/semodough/status/1979630850128990305) [@semodough](/creator/x/semodough) 2025-10-18T19:29Z 41.5K followers, 5487 engagements


"$AZN #ESMO25 Highest reported pathologic complete response rate seen in a Phase III registrational trial for HER2-positive early breast cancer with favourable safety profile vs. standard treatment DESTINY-Breast11 presented in ESMO Presidential Symposium alongside DESTINY-Breast05 reinforce potential for AstraZeneca and Daiichi Sankyos Enhertu to become a foundational treatment in curative-intent early breast cancer setting"  
[X Link](https://x.com/semodough/status/1979631118812106780) [@semodough](/creator/x/semodough) 2025-10-18T19:30Z 41.5K followers, 3636 engagements


"$IDYA believe 1020% further stock upside is still likely in the coming days as investors more fully appreciate the significance of the news. With a solid OS of XXXX months comparable to KIMMTRAKs XXXX months and no PFS degradation in a larger cohort this dataset meaningfully derisks the Ph2/3 PFS readout expected by YE/early 2026"  
[X Link](https://x.com/semodough/status/1979632082637771141) [@semodough](/creator/x/semodough) 2025-10-18T19:34Z 41.5K followers, 8575 engagements