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[@avidresearch](/creator/twitter/avidresearch)
"@JacobPlieth @bradloncar Poor execution of a drug that works. $IOBT"  
[X Link](https://x.com/avidresearch/status/1972674741140922766) [@avidresearch](/creator/x/avidresearch) 2025-09-29T14:48Z 11.3K followers, XXX engagements


"$RVMD Wells Fargo PT $67"  
[X Link](https://x.com/avidresearch/status/1956315164203983323) [@avidresearch](/creator/x/avidresearch) 2025-08-15T11:20Z 11.3K followers, 2125 engagements


"$WVE consistent benefit across individuals (no outliers)"  
[X Link](https://x.com/avidresearch/status/1963222078695301140) [@avidresearch](/creator/x/avidresearch) 2025-09-03T12:46Z 11.3K followers, 4270 engagements


"$RVMD isnt this combo with Chemo So arent most of these Chemo related"  
[X Link](https://x.com/avidresearch/status/1965906709781819807) [@avidresearch](/creator/x/avidresearch) 2025-09-10T22:34Z 11.3K followers, 4773 engagements


"$RVMD wins national priority voucher"  
[X Link](https://x.com/avidresearch/status/1978947101229760877) [@avidresearch](/creator/x/avidresearch) 2025-10-16T22:12Z 11.3K followers, 4428 engagements


"@BiotechPort Approval was in pocket regardless. Yesterday update just shaved 4-5 months off the review. $RVMD"  
[X Link](https://x.com/avidresearch/status/1979168414007456095) [@avidresearch](/creator/x/avidresearch) 2025-10-17T12:51Z 11.3K followers, XXX engagements


"ESMO data deluge reminds me why @Sports_bios said oncology is so challenging to evaluate. Too many datasets to compare"  
[X Link](https://x.com/avidresearch/status/1979884792532586827) [@avidresearch](/creator/x/avidresearch) 2025-10-19T12:18Z 11.3K followers, 3863 engagements


"For context $IMCR which is only approved in HLA +ve MUM (30-40%) and has a shorter PFS (3.3 months vs 7.x for Daro) has EV of $1B $IDYA"  
[X Link](https://x.com/avidresearch/status/1961457803291193406) [@avidresearch](/creator/x/avidresearch) 2025-08-29T15:55Z 11.3K followers, 3150 engagements


"$PFE Mktcap is $140B. They will invest $70B in manufacturing in US"  
[X Link](https://x.com/avidresearch/status/1973050548052967688) [@avidresearch](/creator/x/avidresearch) 2025-09-30T15:41Z 11.3K followers, 11.7K engagements


"Dont understand $PFE price action. How does the deal reached yesterday have any impact on the pipeline (true valuation)"  
[X Link](https://x.com/avidresearch/status/1973378615975854357) [@avidresearch](/creator/x/avidresearch) 2025-10-01T13:25Z 11.3K followers, 5954 engagements


"$mrna copying $IOBT MOA. Good data"  
[X Link](https://x.com/avidresearch/status/1977497063064805463) [@avidresearch](/creator/x/avidresearch) 2025-10-12T22:10Z 11.3K followers, 7722 engagements


"Acting like a buyout candidate"  
[X Link](https://x.com/avidresearch/status/1978194638096711766) [@avidresearch](/creator/x/avidresearch) 2025-10-14T20:22Z 11.3K followers, 3742 engagements


"@semodough Think $NVO is FINALLY diversifying out of obesity"  
[X Link](https://x.com/avidresearch/status/1978445402387906881) [@avidresearch](/creator/x/avidresearch) 2025-10-15T12:58Z 11.3K followers, 1061 engagements


"@AaronRosenblum5 @KingachillesE @monaco_biotech Combo tolerability is key since that is the only way forward. Mono data looks great though"  
[X Link](https://x.com/avidresearch/status/1979557814399087033) [@avidresearch](/creator/x/avidresearch) 2025-10-18T14:38Z 11.3K followers, XXX engagements


"$IDYA its easy to get lost in the flurry of data updates but this combo with Trodelvy in urothelial cancer is actually quite good"  
[X Link](https://x.com/avidresearch/status/1965040803795120554) [@avidresearch](/creator/x/avidresearch) 2025-09-08T13:13Z 11.3K followers, 5901 engagements


"$IOBT if only they waited for few more events. What a tragic outcome for these guys"  
[X Link](https://x.com/avidresearch/status/1972629779074756892) [@avidresearch](/creator/x/avidresearch) 2025-09-29T11:49Z 11.3K followers, 2733 engagements


"Fair to say $MRNA inferior to $IOBT (based on pd1 -ve data)"  
[X Link](https://x.com/avidresearch/status/1977708909511991415) [@avidresearch](/creator/x/avidresearch) 2025-10-13T12:12Z 11.3K followers, 7343 engagements


"@BiotechSho99376 A single XXX mg dose of RPT904 showed numerically superior efficacy to four XXX mg doses of omalizumab at week 16* *Study is not a formal non-inferiority study; no statistical hypothesis is being tested"  
[X Link](https://x.com/avidresearch/status/1980251146045264139) [@avidresearch](/creator/x/avidresearch) 2025-10-20T12:33Z 11.3K followers, XXX engagements


"$BHVN might pull a $QURE if it gets troriluzole gets approved. 3-yr data vs external controls"  
[X Link](https://x.com/avidresearch/status/1970899909453709331) [@avidresearch](/creator/x/avidresearch) 2025-09-24T17:15Z 11.3K followers, 38.9K engagements


"If you dodged $MLTX $KALA $IOBT $LRMR $APLT Congrats"  
[X Link](https://x.com/avidresearch/status/1972634581435039824) [@avidresearch](/creator/x/avidresearch) 2025-09-29T12:08Z 11.3K followers, 26.1K engagements


"Yep. Looks like higher IgE reductions translating to directionally better efficacy. They could easily statistically differentiate vs Omalizumab in a large enough trial. $CLDX mktcap $1.78B except RPT904 also has the huge food allergy potential (go after Oma excluded on label) $RAPT"  
[X Link](https://x.com/avidresearch/status/1980247346823762055) [@avidresearch](/creator/x/avidresearch) 2025-10-20T12:18Z 11.3K followers, 1425 engagements


"$PFE spent all that money on $SGEN an delivered nothing meaningful on ADCs. daichi ended up crashing that party"  
[X Link](https://x.com/avidresearch/status/1980286091715576025) [@avidresearch](/creator/x/avidresearch) 2025-10-20T14:52Z 11.3K followers, 7004 engagements


"$IMVT down on no news"  
[X Link](https://x.com/avidresearch/status/1948731909057785921) [@avidresearch](/creator/x/avidresearch) 2025-07-25T13:07Z 11.3K followers, 2440 engagements


"$OVID X potentially good drugs"  
[X Link](https://x.com/avidresearch/status/1974139678250184863) [@avidresearch](/creator/x/avidresearch) 2025-10-03T15:49Z 11.3K followers, 4844 engagements


"@bluejaunt100 Think they characterized the vision risk from 1st gen drug well (ocular accumulation) and while early XXX was rationally designed to avoid that tox. $OVID Cc @houndcl"  
[X Link](https://x.com/avidresearch/status/1974141401576452488) [@avidresearch](/creator/x/avidresearch) 2025-10-03T15:56Z 11.3K followers, XXX engagements


"@JoseRestonVA @HeikwanTrades $OVID data release was a lot better than many realized. Biomarker data confirms there is high probability of efficacy translating (exceeding 1st gen drug) plus safety which was incredibly benign"  
[X Link](https://x.com/avidresearch/status/1974801347477442672) [@avidresearch](/creator/x/avidresearch) 2025-10-05T11:38Z 11.3K followers, XXX engagements


"@jfais20 Interesting alternative take. At end of the day Vigabatrin is very effective for patients with refractory seizures who haven't responded to other treatments. $OVID Management thesis that OV329 could be a more efficacious and safer alternative is very much intact"  
[X Link](https://x.com/avidresearch/status/1974953835375591649) [@avidresearch](/creator/x/avidresearch) 2025-10-05T21:44Z 11.3K followers, 1515 engagements


"$OKLO barely any revenues. If we use biotech valuation methods this would trade at $1"  
[X Link](https://x.com/avidresearch/status/1978454293054148910) [@avidresearch](/creator/x/avidresearch) 2025-10-15T13:33Z 11.3K followers, 2134 engagements