[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.] [@Sanctuary_Bio](/creator/twitter/Sanctuary_Bio) "$BBIO $ALNY $PFE just lead this call: K. Alexander is one of my fav KOLs in the space.still so young but incredibly sharp has a bright future in the attr-cm space like how he thinks about things. also touch on stuff in pipeline i.e. azn ions ntla"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948759561168716146) 2025-07-25 14:57:40 UTC 8970 followers, XXX engagements "anywho last tweet of the day (busy week) $REPL PDUFA for RP1 is on Tuesday. Investors are understandably concerned over FDA request just now If it gets CRL you can expect biotechs to go back into the gutter"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1946262258818179415) 2025-07-18 17:34:16 UTC 8962 followers, 8462 engagements "So $BBIO at $4.53B valuation premarket Buys remaining XX% of $EIDX it already owns at 2.8B valuation If you were remotely bullish on EIDX why wouldn't you be very bullish on BBIO as well"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1313103555398524930) 2020-10-05 13:07:38 UTC 8962 followers, XX engagements "some.interesting moves today $ATYR $VYNE $PGEN $CRDF $MLTX"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948074272569659663) 2025-07-23 17:34:34 UTC 8970 followers, 6329 engagements "a lot of this is nonsense and I'm pretty tired of people perpetuating it because this is how we got here in the first place CMV infection is very common like 1/3 people get it before the age of X. There's other stuff like EBV which probably half of people get by the age of 5"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948755236367335854) 2025-07-25 14:40:29 UTC 8970 followers, 1945 engagements "anyways between SRPT and REPL closed losses of XXX% my total biotech holdings.which doesn't seem a lot but is absurd considering it was over span of a week luckily ABVX more than made up for it From the bottom of my heart though fuck the FDA. What a complete joke"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948421834078351673) 2025-07-24 16:35:39 UTC 8970 followers, 3449 engagements "@MelvinRiskMgmt @MattBiotech if the centers are hesitant to use it none of that matters SRPT is a debt story not an equity one. That is the core issue. So nothing is truly 'priced in'"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948413292193681724) 2025-07-24 16:01:43 UTC 8970 followers, XXX engagements "@JacobPlieth @ApexOnco I can't help but wonder if investors are frustrated by mgmt here. COGT has had a nice run but this could have been 2-3x if safety/efficacy at lower doses was fleshed out It feels like a case of where not spending $100M might easily cost you hundred of M or more in the long run"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1942295068561531207) 2025-07-07 18:50:05 UTC 8961 followers, XXX engagements "@john_hersc79276 we know the FDA was aware of the death since July X. We know they care about optics This is the FDA PR: . Doesn't it seem likely they made a very rash decision when they saw public outcry on the disclosure"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947076117124514092) 2025-07-20 23:28:15 UTC 8970 followers, XXX engagements "@BiotechObserver that said REPL will be the real first test for Prasad. This is a single-arm combo study that by conventional thinking should justify AA. If it gets CRL watch out. No one is sweating over the CAPR CRL yet (except for longs I guess)"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1943650519899378147) 2025-07-11 12:36:09 UTC 8961 followers, 10.7K engagements "@A_May_MD thank god for some good news today"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947751533292228790) 2025-07-22 20:12:07 UTC 8968 followers, 2121 engagements "@BiotechObserver @MSollender I mean I guess you could do that if they have all that data readily available. It would still fundamentally be a cross-trial comparison though"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948470116892696806) 2025-07-24 19:47:31 UTC 8970 followers, XXX engagements "@houndcl @BertrandBio Yes it's unfortunate that a lot of biotech seems to be trending towards shorter time-frame trades. But you can blame investors They've been constantly screwed for holding something that looks promising just to face substantial dilution all while stuff like mag7 exist"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947993362532897278) 2025-07-23 12:13:04 UTC 8970 followers, XXX engagements "$ABVX opens in pre-market 50.I doubled my pos Ok back to bed"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947931128507339097) 2025-07-23 08:05:46 UTC 8970 followers, 6751 engagements "Appropriate that INSM data came this morning because this was the first name that came to my mind for a 'winner' Went public at 14/share 32M SO in 2000 Now 88/share 182M SO (after 10:1 RS) Investors back in 2000 still underwater. Valuation has 35x since then"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1932424491352920217) 2025-06-10 13:07:56 UTC 8968 followers, 4873 engagements "@ValueForAll1 @bigpharmaguy @Biohazard3737 I really want people to look again at the FDA PR here: The language seems to imply that they are proud of how fast they acted when the LGMD death became public. But we know that they have been aware of the death since July 3"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1946773767658799193) 2025-07-20 03:26:50 UTC 8961 followers, XXX engagements "@houndcl @BertrandBio I followed before the IPO. I didn't invest until 2025 for the same reason Bertrand identified.you just don't get rewarded from being THAT early in a story anymore. Everyone is chasing the next catalyst it's tough for clinical stage companies who are 9+ months out"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947992890778751258) 2025-07-23 12:11:11 UTC 8969 followers, XXX engagements "$SRPT Posting for the benefit of those not following STAT+ or following @Biohazard3737 .everyone should be able to see this"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1818028065722876223) 2024-07-29 20:57:22 UTC 8969 followers, 104.2K engagements "@A_May_MD I spec long'ed into the readout. My reasoning is that it's a totality of data thing. And valuation going into it allows for that"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947295115711533426) 2025-07-21 13:58:29 UTC 8970 followers, 1679 engagements "@drsprs which deals in particular during Biden era are you thinking of w/ large spreads I can remember ARNA in particular was large but all the other large acq I can remember were low single digit %.nothing worth chasing"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1942959314504909129) 2025-07-09 14:49:33 UTC 8970 followers, XXX engagements "@AppleHelix @stockblues @A_May_MD @Sports_bios @AndyBiotech I don't have strong thoughts wrt nktr potential bd but history has shown repeatedly that bp bd is fallible. They make some good acq. And some very bad ones"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1941945057827066326) 2025-07-06 19:39:16 UTC 8968 followers, 1084 engagements "@A_May_MD @AppleHelix That makes a lot of sense. But ozanimod still did $566M in 2024. They have rrms indication too granted. But I guess even relative to that im not sure why Velsipity has done so poorly"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947986513750540624) 2025-07-23 11:45:51 UTC 8971 followers, XXX engagements "@Vulpescap @MelvinRiskMgmt fwiw it's not just layoffs also updated discussions w/ FDA and pipeline prioritization. Even if you were certain layoffs would be PR'ed no guarantee on the other two esp in such a short time-frame"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945598653806383375) 2025-07-16 21:37:21 UTC 8961 followers, XXX engagements "@jq1234t @SirtSix @bio_clouseau is definitely interesting to take a walk down memory lane $CLDX phase X OS HR XXXX p=0.0137 1-sided =0.2 $SNDX phase X OS HR XXXX p=0.027 X sided =0.1 $ADRO phase X OS HR XXXX p=0.0172 1-sided =0.15 Where will $FPRX end up.HR XXXX p=0.027 2-sided =0.2 🤔🤔"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1326356167338045440) 2020-11-11 02:48:47 UTC 8959 followers, XX engagements "Does the FDA know what they are talking about or are they just spitballing This is AE profile of EMBARK. How do you prove enhanced safety profile with n=12 patient trial Are they retarded"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948472899922526686) 2025-07-24 19:58:34 UTC 8970 followers, 9781 engagements "grats to everyone long $ABVX off halt 4:35"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947751780651294893) 2025-07-22 20:13:06 UTC 8971 followers, 4784 engagements "$SRPT We can talk endlessly if this was fair or not whatever Ultimately if the FDA did learn about the LGMD death at the same time we did this was the most epic misstep of all time. You can fire DI or not doesn't matter at this point. All-time worst CEO"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948411918877884747) 2025-07-24 15:56:15 UTC 8970 followers, 6047 engagements "@gama_search we will see.there has been some pretty extreme pushback on both Prasad and RFK in the last XX hours from both the right and the left. And afaik that's not even considering the drama with Elevidys"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947340993100968026) 2025-07-21 17:00:47 UTC 8961 followers, XXX engagements "Been following bios since 2014.besides PFE AGN can't recall a deal that fell through absent another bidder For arbitrage time is the key factor.but unless obvious competitive concerns risk of deal falling through on a SMid acq is near X $TRIL $KDMN"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1453118875076231174) 2021-10-26 21:58:32 UTC 8958 followers, XX engagements "@AppleHelix @dailyrefuge That does seem to be the direction uc treatment is trending towards though. Check out JNJ VEGA trial"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947989825061323127) 2025-07-23 11:59:00 UTC 8970 followers, XXX engagements "I will say If the last few days gives Loomer enough ammo to launch Prasad into the sun it will be worth it Sacrifice SRPT to save biotechs going through the CBER ha"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948418899164168670) 2025-07-24 16:24:00 UTC 8970 followers, 1662 engagements "This will probably not age well but a thought I had What are the odds that we don't see any more communication from the FDA regarding Elevidys anytime soon That is what are the odds that the Friday PR was essentially just PR clout"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947316973278306663) 2025-07-21 15:25:20 UTC 8962 followers, 6525 engagements "@lcccc333 keep in mind that I'm assuming that she isn't going to go deep into the medical literature and what not I only give what is necessary to pique her interest. If so she can look at it and make her own conclusions. I'm not the one writing to her readers"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947707288871178376) 2025-07-22 17:16:18 UTC 8971 followers, XXX engagements "$SRPT +57% in AH.guess we are using reddit for DD from now on $513M in 2Q isn't great.logistical challenges have a way to go Bb in non-ambulatory I doubt will change much.not a lot were being treated prior to deaths anyway still avoids worst-case scenario"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945577963829039585) 2025-07-16 20:15:08 UTC 8961 followers, 6829 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Sanctuary_Bio
"$BBIO $ALNY $PFE just lead this call: K. Alexander is one of my fav KOLs in the space.still so young but incredibly sharp has a bright future in the attr-cm space like how he thinks about things. also touch on stuff in pipeline i.e. azn ions ntla"
@Sanctuary_Bio on X 2025-07-25 14:57:40 UTC 8970 followers, XXX engagements
"anywho last tweet of the day (busy week) $REPL PDUFA for RP1 is on Tuesday. Investors are understandably concerned over FDA request just now If it gets CRL you can expect biotechs to go back into the gutter" @Sanctuary_Bio on X 2025-07-18 17:34:16 UTC 8962 followers, 8462 engagements
"So $BBIO at $4.53B valuation premarket Buys remaining XX% of $EIDX it already owns at 2.8B valuation If you were remotely bullish on EIDX why wouldn't you be very bullish on BBIO as well" @Sanctuary_Bio on X 2020-10-05 13:07:38 UTC 8962 followers, XX engagements
"some.interesting moves today $ATYR $VYNE $PGEN $CRDF $MLTX" @Sanctuary_Bio on X 2025-07-23 17:34:34 UTC 8970 followers, 6329 engagements
"a lot of this is nonsense and I'm pretty tired of people perpetuating it because this is how we got here in the first place CMV infection is very common like 1/3 people get it before the age of X. There's other stuff like EBV which probably half of people get by the age of 5" @Sanctuary_Bio on X 2025-07-25 14:40:29 UTC 8970 followers, 1945 engagements
"anyways between SRPT and REPL closed losses of XXX% my total biotech holdings.which doesn't seem a lot but is absurd considering it was over span of a week luckily ABVX more than made up for it From the bottom of my heart though fuck the FDA. What a complete joke" @Sanctuary_Bio on X 2025-07-24 16:35:39 UTC 8970 followers, 3449 engagements
"@MelvinRiskMgmt @MattBiotech if the centers are hesitant to use it none of that matters SRPT is a debt story not an equity one. That is the core issue. So nothing is truly 'priced in'" @Sanctuary_Bio on X 2025-07-24 16:01:43 UTC 8970 followers, XXX engagements
"@JacobPlieth @ApexOnco I can't help but wonder if investors are frustrated by mgmt here. COGT has had a nice run but this could have been 2-3x if safety/efficacy at lower doses was fleshed out It feels like a case of where not spending $100M might easily cost you hundred of M or more in the long run" @Sanctuary_Bio on X 2025-07-07 18:50:05 UTC 8961 followers, XXX engagements
"@john_hersc79276 we know the FDA was aware of the death since July X. We know they care about optics This is the FDA PR: . Doesn't it seem likely they made a very rash decision when they saw public outcry on the disclosure" @Sanctuary_Bio on X 2025-07-20 23:28:15 UTC 8970 followers, XXX engagements
"@BiotechObserver that said REPL will be the real first test for Prasad. This is a single-arm combo study that by conventional thinking should justify AA. If it gets CRL watch out. No one is sweating over the CAPR CRL yet (except for longs I guess)" @Sanctuary_Bio on X 2025-07-11 12:36:09 UTC 8961 followers, 10.7K engagements
"@A_May_MD thank god for some good news today" @Sanctuary_Bio on X 2025-07-22 20:12:07 UTC 8968 followers, 2121 engagements
"@BiotechObserver @MSollender I mean I guess you could do that if they have all that data readily available. It would still fundamentally be a cross-trial comparison though" @Sanctuary_Bio on X 2025-07-24 19:47:31 UTC 8970 followers, XXX engagements
"@houndcl @BertrandBio Yes it's unfortunate that a lot of biotech seems to be trending towards shorter time-frame trades. But you can blame investors They've been constantly screwed for holding something that looks promising just to face substantial dilution all while stuff like mag7 exist" @Sanctuary_Bio on X 2025-07-23 12:13:04 UTC 8970 followers, XXX engagements
"$ABVX opens in pre-market 50.I doubled my pos Ok back to bed" @Sanctuary_Bio on X 2025-07-23 08:05:46 UTC 8970 followers, 6751 engagements
"Appropriate that INSM data came this morning because this was the first name that came to my mind for a 'winner' Went public at 14/share 32M SO in 2000 Now 88/share 182M SO (after 10:1 RS) Investors back in 2000 still underwater. Valuation has 35x since then" @Sanctuary_Bio on X 2025-06-10 13:07:56 UTC 8968 followers, 4873 engagements
"@ValueForAll1 @bigpharmaguy @Biohazard3737 I really want people to look again at the FDA PR here: The language seems to imply that they are proud of how fast they acted when the LGMD death became public. But we know that they have been aware of the death since July 3" @Sanctuary_Bio on X 2025-07-20 03:26:50 UTC 8961 followers, XXX engagements
"@houndcl @BertrandBio I followed before the IPO. I didn't invest until 2025 for the same reason Bertrand identified.you just don't get rewarded from being THAT early in a story anymore. Everyone is chasing the next catalyst it's tough for clinical stage companies who are 9+ months out" @Sanctuary_Bio on X 2025-07-23 12:11:11 UTC 8969 followers, XXX engagements
"$SRPT Posting for the benefit of those not following STAT+ or following @Biohazard3737 .everyone should be able to see this" @Sanctuary_Bio on X 2024-07-29 20:57:22 UTC 8969 followers, 104.2K engagements
"@A_May_MD I spec long'ed into the readout. My reasoning is that it's a totality of data thing. And valuation going into it allows for that" @Sanctuary_Bio on X 2025-07-21 13:58:29 UTC 8970 followers, 1679 engagements
"@drsprs which deals in particular during Biden era are you thinking of w/ large spreads I can remember ARNA in particular was large but all the other large acq I can remember were low single digit %.nothing worth chasing" @Sanctuary_Bio on X 2025-07-09 14:49:33 UTC 8970 followers, XXX engagements
"@AppleHelix @stockblues @A_May_MD @Sports_bios @AndyBiotech I don't have strong thoughts wrt nktr potential bd but history has shown repeatedly that bp bd is fallible. They make some good acq. And some very bad ones" @Sanctuary_Bio on X 2025-07-06 19:39:16 UTC 8968 followers, 1084 engagements
"@A_May_MD @AppleHelix That makes a lot of sense. But ozanimod still did $566M in 2024. They have rrms indication too granted. But I guess even relative to that im not sure why Velsipity has done so poorly" @Sanctuary_Bio on X 2025-07-23 11:45:51 UTC 8971 followers, XXX engagements
"@Vulpescap @MelvinRiskMgmt fwiw it's not just layoffs also updated discussions w/ FDA and pipeline prioritization. Even if you were certain layoffs would be PR'ed no guarantee on the other two esp in such a short time-frame" @Sanctuary_Bio on X 2025-07-16 21:37:21 UTC 8961 followers, XXX engagements
"@jq1234t @SirtSix @bio_clouseau is definitely interesting to take a walk down memory lane $CLDX phase X OS HR XXXX p=0.0137 1-sided =0.2 $SNDX phase X OS HR XXXX p=0.027 X sided =0.1 $ADRO phase X OS HR XXXX p=0.0172 1-sided =0.15 Where will $FPRX end up.HR XXXX p=0.027 2-sided =0.2 🤔🤔" @Sanctuary_Bio on X 2020-11-11 02:48:47 UTC 8959 followers, XX engagements
"Does the FDA know what they are talking about or are they just spitballing This is AE profile of EMBARK. How do you prove enhanced safety profile with n=12 patient trial Are they retarded" @Sanctuary_Bio on X 2025-07-24 19:58:34 UTC 8970 followers, 9781 engagements
"grats to everyone long $ABVX off halt 4:35" @Sanctuary_Bio on X 2025-07-22 20:13:06 UTC 8971 followers, 4784 engagements
"$SRPT We can talk endlessly if this was fair or not whatever Ultimately if the FDA did learn about the LGMD death at the same time we did this was the most epic misstep of all time. You can fire DI or not doesn't matter at this point. All-time worst CEO" @Sanctuary_Bio on X 2025-07-24 15:56:15 UTC 8970 followers, 6047 engagements
"@gama_search we will see.there has been some pretty extreme pushback on both Prasad and RFK in the last XX hours from both the right and the left. And afaik that's not even considering the drama with Elevidys" @Sanctuary_Bio on X 2025-07-21 17:00:47 UTC 8961 followers, XXX engagements
"Been following bios since 2014.besides PFE AGN can't recall a deal that fell through absent another bidder For arbitrage time is the key factor.but unless obvious competitive concerns risk of deal falling through on a SMid acq is near X $TRIL $KDMN" @Sanctuary_Bio on X 2021-10-26 21:58:32 UTC 8958 followers, XX engagements
"@AppleHelix @dailyrefuge That does seem to be the direction uc treatment is trending towards though. Check out JNJ VEGA trial" @Sanctuary_Bio on X 2025-07-23 11:59:00 UTC 8970 followers, XXX engagements
"I will say If the last few days gives Loomer enough ammo to launch Prasad into the sun it will be worth it Sacrifice SRPT to save biotechs going through the CBER ha" @Sanctuary_Bio on X 2025-07-24 16:24:00 UTC 8970 followers, 1662 engagements
"This will probably not age well but a thought I had What are the odds that we don't see any more communication from the FDA regarding Elevidys anytime soon That is what are the odds that the Friday PR was essentially just PR clout" @Sanctuary_Bio on X 2025-07-21 15:25:20 UTC 8962 followers, 6525 engagements
"@lcccc333 keep in mind that I'm assuming that she isn't going to go deep into the medical literature and what not I only give what is necessary to pique her interest. If so she can look at it and make her own conclusions. I'm not the one writing to her readers" @Sanctuary_Bio on X 2025-07-22 17:16:18 UTC 8971 followers, XXX engagements
"$SRPT +57% in AH.guess we are using reddit for DD from now on $513M in 2Q isn't great.logistical challenges have a way to go Bb in non-ambulatory I doubt will change much.not a lot were being treated prior to deaths anyway still avoids worst-case scenario" @Sanctuary_Bio on X 2025-07-16 20:15:08 UTC 8961 followers, 6829 engagements