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[@bs2537](/creator/twitter/bs2537)
"Recursion Pharma $RXRX just scooped up Rallybios stake in oral ENPP1 inhibitor REV-102 for only $XXX m upfront (+$17.5 m milestones) giving it XXX % control of a first-in-class pill for hypophosphatasia. REV-102 targets HPPs root cause and could siphon share from Alexions $X bn/yr injectable Strensiq by offering once-daily oral pill convenience. IND filing by H1 2026. The deal validates Recursion OSs AI-drug design chops and with $XXX m cash on hand comes with zero dilution risk. Multi-hundred-million NPV vs de-minimis cost means todays XX % pop barely scratches the upsidestill a BUY on"  
![@bs2537 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3506180177.png) [@bs2537](/creator/x/bs2537) on [X](/post/tweet/1942673272673386754) 2025-07-08 19:52:55 UTC 7863 followers, 4382 engagements


"$ABVX: Looked at Phase X data in ulcerative colitis . Very competitive data in JAK failed patients in UC. Key is low infections vs competition. Picked up earlier today. #biotech #sticks #investing"  
![@bs2537 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3506180177.png) [@bs2537](/creator/x/bs2537) on [X](/post/tweet/1947774317158076416) 2025-07-22 21:42:39 UTC 7867 followers, 1993 engagements


"*Bought Capricor Therapeutics (NASDAQ: CAPR) contrarian investment in biotech/pharma.* FDAs recent CRL for deramiocel (cardiosphere derived stem cells) flagged insufficient efficacy but invited a Type-A meeting & re-file once HOPE-3 data land; CMC issues deemed minor and already addressed. Upcoming Phase X HOPE-3 trial design (n = XX PUL-2.0) mirrors HOPE-2 closely (data in September); Dec-23 DSMB cleared continuation and triggered a $XX M Nippon Shinyaku milestone. Phase X HOPE-2 trial showed significant improvement in upper limb function and improvement in left heart function. The therapy"  
![@bs2537 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3506180177.png) [@bs2537](/creator/x/bs2537) on [X](/post/tweet/1947707375147741463) 2025-07-22 17:16:39 UTC 7863 followers, 1694 engagements


"Long Cytokinetics $CYTK. My analysis points to a $XX PT (+36% upside)-1 year timeframe. Thesis: Aficamten PDUFA: Dec XX 2025. High probability of approval for oHCM. Superior Profile: Better efficacy & safety vs. $BMY's Camzyos. TAM Expansion: ACACIA trial in nHCM could unlock a $2B+ market. Funded: Cash runway through commercialization. #Biotech #Investing #Cardiology #PDUFA"  
![@bs2537 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3506180177.png) [@bs2537](/creator/x/bs2537) on [X](/post/tweet/1947363591167893642) 2025-07-21 18:30:35 UTC 7866 followers, 1305 engagements


"$BEAM: Beam Therapeutics just showcased stellar BEAM-101 data for severe sickle cell: XX% fetal Hb crisis-free post-engraftment safer than CRISPR or lentiviral rivals. Base editing avoids risky DNA breaks automated manufacturing boosts reliability. Priced attractively vs. rivals Beam's poised for wide patient access and market leadership. Undervalued biotech gemfuture-ready investment opportunity. No position yet but keeping on my watchlist. Not an investment advice. #stocks #investing #biotech #gene"  
![@bs2537 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3506180177.png) [@bs2537](/creator/x/bs2537) on [X](/post/tweet/1934648341897368042) 2025-06-16 16:24:43 UTC 7863 followers, 1515 engagements


"A X pct position in $ABVX now XXXX pct of portfolio after data. Wild. #stocks #biotech"  
![@bs2537 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3506180177.png) [@bs2537](/creator/x/bs2537) on [X](/post/tweet/1947793682293268947) 2025-07-22 22:59:36 UTC 7867 followers, 5090 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@bs2537 "Recursion Pharma $RXRX just scooped up Rallybios stake in oral ENPP1 inhibitor REV-102 for only $XXX m upfront (+$17.5 m milestones) giving it XXX % control of a first-in-class pill for hypophosphatasia. REV-102 targets HPPs root cause and could siphon share from Alexions $X bn/yr injectable Strensiq by offering once-daily oral pill convenience. IND filing by H1 2026. The deal validates Recursion OSs AI-drug design chops and with $XXX m cash on hand comes with zero dilution risk. Multi-hundred-million NPV vs de-minimis cost means todays XX % pop barely scratches the upsidestill a BUY on"
@bs2537 Avatar @bs2537 on X 2025-07-08 19:52:55 UTC 7863 followers, 4382 engagements

"$ABVX: Looked at Phase X data in ulcerative colitis . Very competitive data in JAK failed patients in UC. Key is low infections vs competition. Picked up earlier today. #biotech #sticks #investing"
@bs2537 Avatar @bs2537 on X 2025-07-22 21:42:39 UTC 7867 followers, 1993 engagements

"Bought Capricor Therapeutics (NASDAQ: CAPR) contrarian investment in biotech/pharma. FDAs recent CRL for deramiocel (cardiosphere derived stem cells) flagged insufficient efficacy but invited a Type-A meeting & re-file once HOPE-3 data land; CMC issues deemed minor and already addressed. Upcoming Phase X HOPE-3 trial design (n = XX PUL-2.0) mirrors HOPE-2 closely (data in September); Dec-23 DSMB cleared continuation and triggered a $XX M Nippon Shinyaku milestone. Phase X HOPE-2 trial showed significant improvement in upper limb function and improvement in left heart function. The therapy"
@bs2537 Avatar @bs2537 on X 2025-07-22 17:16:39 UTC 7863 followers, 1694 engagements

"Long Cytokinetics $CYTK. My analysis points to a $XX PT (+36% upside)-1 year timeframe. Thesis: Aficamten PDUFA: Dec XX 2025. High probability of approval for oHCM. Superior Profile: Better efficacy & safety vs. $BMY's Camzyos. TAM Expansion: ACACIA trial in nHCM could unlock a $2B+ market. Funded: Cash runway through commercialization. #Biotech #Investing #Cardiology #PDUFA"
@bs2537 Avatar @bs2537 on X 2025-07-21 18:30:35 UTC 7866 followers, 1305 engagements

"$BEAM: Beam Therapeutics just showcased stellar BEAM-101 data for severe sickle cell: XX% fetal Hb crisis-free post-engraftment safer than CRISPR or lentiviral rivals. Base editing avoids risky DNA breaks automated manufacturing boosts reliability. Priced attractively vs. rivals Beam's poised for wide patient access and market leadership. Undervalued biotech gemfuture-ready investment opportunity. No position yet but keeping on my watchlist. Not an investment advice. #stocks #investing #biotech #gene"
@bs2537 Avatar @bs2537 on X 2025-06-16 16:24:43 UTC 7863 followers, 1515 engagements

"A X pct position in $ABVX now XXXX pct of portfolio after data. Wild. #stocks #biotech"
@bs2537 Avatar @bs2537 on X 2025-07-22 22:59:36 UTC 7867 followers, 5090 engagements

creator/twitter::3506180177/posts
/creator/twitter::3506180177/posts