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[@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948759561168716146) 2025-07-25 14:57:40 UTC 8982 followers, 2872 engagements


"some.interesting moves today $ATYR $VYNE $PGEN $CRDF $MLTX"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948074272569659663) 2025-07-23 17:34:34 UTC 8982 followers, 6885 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948755236367335854) 2025-07-25 14:40:29 UTC 8981 followers, 3765 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948421834078351673) 2025-07-24 16:35:39 UTC 8981 followers, 3823 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948413292193681724) 2025-07-24 16:01:43 UTC 8977 followers, XXX engagements


"@JoseRestonVA @synapse_surfer that doesn't mean BCAX won't pan out.very realistic possibility it returns way more than MRUS. But for me personally I need to see more from them before I consider allocating"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948822789458460734) 2025-07-25 19:08:55 UTC 8980 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1943650519899378147) 2025-07-11 12:36:09 UTC 8981 followers, 10.7K engagements


"@A_May_MD thank god for some good news today"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947751533292228790) 2025-07-22 20:12:07 UTC 8979 followers, 2134 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948470116892696806) 2025-07-24 19:47:31 UTC 8979 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947993362532897278) 2025-07-23 12:13:04 UTC 8972 followers, XXX engagements


"$ABVX opens in pre-market 50.I doubled my pos Ok back to bed"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947931128507339097) 2025-07-23 08:05:46 UTC 8973 followers, 6768 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1932424491352920217) 2025-06-10 13:07:56 UTC 8970 followers, 4873 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947992890778751258) 2025-07-23 12:11:11 UTC 8969 followers, XXX engagements


"@BenFranksAltEgo sure. Also another point which I don't think is major but worth mentioning Zepbound isn't approved for pediatrics. Wegovy can be used 12+ on-label but is less potent"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1943329947172458915) 2025-07-10 15:22:19 UTC 8971 followers, XXX engagements


"@JoseRestonVA @synapse_surfer same deal with XXX. Not giving any credit there until they give a lot more BCAX I'm aware of and I think could be an underdog story. Obviously behind but OS data is interesting. But me personally when it comes to onco which I already don't particularly like I prefer best names"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948822569597202637) 2025-07-25 19:08:02 UTC 8979 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1818028065722876223) 2024-07-29 20:57:22 UTC 8982 followers, 104.3K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947295115711533426) 2025-07-21 13:58:29 UTC 8972 followers, 1684 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1942959314504909129) 2025-07-09 14:49:33 UTC 8974 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1941945057827066326) 2025-07-06 19:39:16 UTC 8973 followers, 1086 engagements


"@TOWiU2 *voluntarily pulled non-ambulatory"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945532860930429023) 2025-07-16 17:15:54 UTC 8974 followers, XXX engagements


"@synapse_surfer @JoseRestonVA from there you can think about epidemiology. MRUS quotes 17k in their presentations in 1L HSNCC. You can look at papers to verify that personally I think 17k is quite fair but I leave that to you And then you model whatever and see if it can justify it at current valuation"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948816252522430909) 2025-07-25 18:42:56 UTC 8979 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947986513750540624) 2025-07-23 11:45:51 UTC 8974 followers, XXX engagements


"@plainyogurt21 @JoseRestonVA @synapse_surfer orr/pfs/os.and of course this is all wrt valuation but I can't emphasize this enough lol.please don't take my opinions on onco to be worth much.I generally avoid this space and am very particular about the names I go long"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948826970126778474) 2025-07-25 19:25:31 UTC 8981 followers, XXX engagements


"@synapse_surfer @JoseRestonVA this is the relevant nccn page. page XXX. so you know that in 1L it's basically pembro or pembro + chemo. Not a lot of options. So if you add something that adds big into pfs/os you have a lot of potential"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948815859075743908) 2025-07-25 18:41:22 UTC 8980 followers, XXX engagements


"@JoseRestonVA @synapse_surfer sure so regarding SoC I'm very confident that if you blow Keytruda mono out of the water you take SoC status. Again epidemiology can be debated but me personally I'm ok with the numbers they have provided mCRC I discard until I see numbers. Won't give credit otherwise"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948822195754729713) 2025-07-25 19:06:33 UTC 8981 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948472899922526686) 2025-07-24 19:58:34 UTC 8981 followers, 10.6K engagements


"grats to everyone long $ABVX off halt 4:35"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947751780651294893) 2025-07-22 20:13:06 UTC 8981 followers, 4810 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948411918877884747) 2025-07-24 15:56:15 UTC 8982 followers, 6348 engagements


"@AppleHelix @dailyrefuge That does seem to be the direction uc treatment is trending towards though. Check out JNJ VEGA trial"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947989825061323127) 2025-07-23 11:59:00 UTC 8977 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948418899164168670) 2025-07-24 16:24:00 UTC 8981 followers, 1707 engagements


"So the $IMMU projections were $8.3B in 2033 and $2.6B in 2034 for $FTSV think maybe someone needs to find a new job over at $GILD"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1533823455291789312) 2022-06-06 14:49:43 UTC 8977 followers, XX engagements


"@synapse_surfer @JoseRestonVA sure so not speaking for Jose but I can take this. Oncology is interesting in that literally anyone can see where a proposed treatment would fit into the treatment algorithm just via something like nccn guidelines"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948814713552601255) 2025-07-25 18:36:49 UTC 8980 followers, XXX engagements


"$SRPT Even though layoffs aren't exactly unexpected the upsetting part is that a lot of this could have been avoided if mgmt played their cards better. The patient death logistic issues ARWR deal.these are all on mgmt when are they losing their jobs"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1945510030083793296) 2025-07-16 15:45:11 UTC 8974 followers, 9514 engagements


"@synapse_surfer @JoseRestonVA also in terms of timing they think both 1l and 2l hnscc readouts can occur as early as next year"  
![@Sanctuary_Bio Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::849093025884237825.png) [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1948816567208477049) 2025-07-25 18:44:11 UTC 8979 followers, XXX engagements