[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) "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 8963 followers, 5508 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 $100M might easily cost you hundred of M or more in the long run"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1942295068561531207) 2025-07-07 18:50:05 UTC 8961 followers, XXX engagements "@john_hersc79276 we know the FDA was aware of the death since July X. We know they care about optics This is the FDA PR: . Doesn't it seem likely they made a very rash decision when they saw public outcry on the disclosure"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947076117124514092) 2025-07-20 23:28:15 UTC 8962 followers, XXX engagements "@BiotechObserver that said REPL will be the real first test for Prasad. This is a single-arm combo study that by conventional thinking should justify AA. If it gets CRL watch out. No one is sweating over the CAPR CRL yet (except for longs I guess)"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1943650519899378147) 2025-07-11 12:36:09 UTC 8961 followers, 10.7K engagements "@A_May_MD thank god for some good news today"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947751533292228790) 2025-07-22 20:12:07 UTC 8962 followers, 2117 engagements "@houndcl @BertrandBio Yes it's unfortunate that a lot of biotech seems to be trending towards shorter time-frame trades. But you can blame investors They've been constantly screwed for holding something that looks promising just to face substantial dilution all while stuff like mag7 exist"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947993362532897278) 2025-07-23 12:13:04 UTC 8963 followers, XXX engagements "$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 8963 followers, 6574 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 8961 followers, XXX engagements "Let's start with the excellent $AVXS Zolgensma was a huge success for patients investors and NVS $SRPT Elevidys despite the commentary will likely still be a very successful gene therapy commercially"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1844178118309036154) 2024-10-10 00:48:21 UTC 8948 followers, 1821 engagements "$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 8961 followers, 103.9K 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 8962 followers, 1655 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 8960 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 8962 followers, 1083 engagements "@BlaseBio @AaronRosenblum5 @lipa0902 @houndcl there's been plenty"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1943406705217540224) 2025-07-10 20:27:19 UTC 8951 followers, 1058 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 8963 followers, XXX engagements "@B_C_1776 @seedy19tron @TTRAmyloid The randomized data for Nemo has sucked but the open-label looks fine.for w/e that is worth"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1940794718503522548) 2025-07-03 15:28:13 UTC 8946 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 "grats to everyone long $ABVX off halt 4:35"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947751780651294893) 2025-07-22 20:13:06 UTC 8962 followers, 4762 engagements "@gama_search we will see.there has been some pretty extreme pushback on both Prasad and RFK in the last XX hours from both the right and the left. And afaik that's not even considering the drama with Elevidys"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947340993100968026) 2025-07-21 17:00:47 UTC 8961 followers, XXX engagements "$AKAOQ lights out BaggyJerome Didn't even make it to a year either thanks for playing Cc @BagholderQuotes"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1117771353988292608) 2019-04-15 12:47:12 UTC 8948 followers, XX 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 $KDMN"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1453118875076231174) 2021-10-26 21:58:32 UTC 8958 followers, XX engagements "@AppleHelix @dailyrefuge That does seem to be the direction uc treatment is trending towards though. Check out JNJ VEGA trial"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947989825061323127) 2025-07-23 11:59:00 UTC 8962 followers, XXX engagements "This will probably not age well but a thought I had What are the odds that we don't see any more communication from the FDA regarding Elevidys anytime soon That is what are the odds that the Friday PR was essentially just PR clout"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947316973278306663) 2025-07-21 15:25:20 UTC 8962 followers, 6525 engagements "@lcccc333 keep in mind that I'm assuming that she isn't going to go deep into the medical literature and what not I only give what is necessary to pique her interest. If so she can look at it and make her own conclusions. I'm not the one writing to her readers"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947707288871178376) 2025-07-22 17:16:18 UTC 8960 followers, XXX engagements "@FidelisAurelius tbh I don't see a lot of them absolving DI. Most of them rightly so largely blame DI. It's that they fault the journalists in addition to that that I don't understand"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947081511318266137) 2025-07-20 23:49:41 UTC 8943 followers, XXX engagements "$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 "@john_hersc79276 . we don't need journalists to report on FDA actions when it's breaking news and every buyside analyst at their terminal is aware of it. This wasn't exactly a secret"  [@Sanctuary_Bio](/creator/x/Sanctuary_Bio) on [X](/post/tweet/1947073704372081027) 2025-07-20 23:18:40 UTC 8940 followers, XX 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
"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 8963 followers, 5508 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 $100M might easily cost you hundred of M or more in the long run" @Sanctuary_Bio on X 2025-07-07 18:50:05 UTC 8961 followers, XXX engagements
"@john_hersc79276 we know the FDA was aware of the death since July X. We know they care about optics This is the FDA PR: . Doesn't it seem likely they made a very rash decision when they saw public outcry on the disclosure" @Sanctuary_Bio on X 2025-07-20 23:28:15 UTC 8962 followers, XXX engagements
"@BiotechObserver that said REPL will be the real first test for Prasad. This is a single-arm combo study that by conventional thinking should justify AA. If it gets CRL watch out. No one is sweating over the CAPR CRL yet (except for longs I guess)" @Sanctuary_Bio on X 2025-07-11 12:36:09 UTC 8961 followers, 10.7K engagements
"@A_May_MD thank god for some good news today" @Sanctuary_Bio on X 2025-07-22 20:12:07 UTC 8962 followers, 2117 engagements
"@houndcl @BertrandBio Yes it's unfortunate that a lot of biotech seems to be trending towards shorter time-frame trades. But you can blame investors They've been constantly screwed for holding something that looks promising just to face substantial dilution all while stuff like mag7 exist" @Sanctuary_Bio on X 2025-07-23 12:13:04 UTC 8963 followers, XXX engagements
"$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 8963 followers, 6574 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 8961 followers, XXX engagements
"Let's start with the excellent $AVXS Zolgensma was a huge success for patients investors and NVS $SRPT Elevidys despite the commentary will likely still be a very successful gene therapy commercially" @Sanctuary_Bio on X 2024-10-10 00:48:21 UTC 8948 followers, 1821 engagements
"$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 8961 followers, 103.9K 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 8962 followers, 1655 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 8960 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 8962 followers, 1083 engagements
"@BlaseBio @AaronRosenblum5 @lipa0902 @houndcl there's been plenty" @Sanctuary_Bio on X 2025-07-10 20:27:19 UTC 8951 followers, 1058 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 8963 followers, XXX engagements
"@B_C_1776 @seedy19tron @TTRAmyloid The randomized data for Nemo has sucked but the open-label looks fine.for w/e that is worth" @Sanctuary_Bio on X 2025-07-03 15:28:13 UTC 8946 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
"grats to everyone long $ABVX off halt 4:35" @Sanctuary_Bio on X 2025-07-22 20:13:06 UTC 8962 followers, 4762 engagements
"@gama_search we will see.there has been some pretty extreme pushback on both Prasad and RFK in the last XX hours from both the right and the left. And afaik that's not even considering the drama with Elevidys" @Sanctuary_Bio on X 2025-07-21 17:00:47 UTC 8961 followers, XXX engagements
"$AKAOQ lights out BaggyJerome Didn't even make it to a year either thanks for playing Cc @BagholderQuotes" @Sanctuary_Bio on X 2019-04-15 12:47:12 UTC 8948 followers, XX 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 $KDMN" @Sanctuary_Bio on X 2021-10-26 21:58:32 UTC 8958 followers, XX engagements
"@AppleHelix @dailyrefuge That does seem to be the direction uc treatment is trending towards though. Check out JNJ VEGA trial" @Sanctuary_Bio on X 2025-07-23 11:59:00 UTC 8962 followers, XXX engagements
"This will probably not age well but a thought I had What are the odds that we don't see any more communication from the FDA regarding Elevidys anytime soon That is what are the odds that the Friday PR was essentially just PR clout" @Sanctuary_Bio on X 2025-07-21 15:25:20 UTC 8962 followers, 6525 engagements
"@lcccc333 keep in mind that I'm assuming that she isn't going to go deep into the medical literature and what not I only give what is necessary to pique her interest. If so she can look at it and make her own conclusions. I'm not the one writing to her readers" @Sanctuary_Bio on X 2025-07-22 17:16:18 UTC 8960 followers, XXX engagements
"@FidelisAurelius tbh I don't see a lot of them absolving DI. Most of them rightly so largely blame DI. It's that they fault the journalists in addition to that that I don't understand" @Sanctuary_Bio on X 2025-07-20 23:49:41 UTC 8943 followers, XXX engagements
"$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
"@john_hersc79276 . we don't need journalists to report on FDA actions when it's breaking news and every buyside analyst at their terminal is aware of it. This wasn't exactly a secret" @Sanctuary_Bio on X 2025-07-20 23:18:40 UTC 8940 followers, XX engagements