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[@A_May_MD](/creator/twitter/A_May_MD)
"Final Numbers: $SNY down $12.2B $NKTR up $0.11B. $SNY lost 111x what $NKTR gained today. I'm a broken (and biased) record on $NKTR's valuation but seriously - why isn't this thing getting *any* respect for the size of the 2L+ atopic derm market and the P2b data they already have I feel like I'm going insane when I review all the data and market sizes here and ending up with this $700M valuation. It's similar to how I felt when I posted what I considered to be borderline mathematical proof that $ABVX was going to hit in P3 only for the stock to trade down a few cents over the next XX hours"  
[X Link](https://x.com/A_May_MD/status/1963715972331651194) [@A_May_MD](/creator/x/A_May_MD) 2025-09-04T21:29Z 17.5K followers, 75.7K engagements


"THIS IS 🚨NOT🚨 A PITCH but the $PALI story is a fascinating one and I am currently long (and bought more this morning). This is a wild story of a nanocap biotech that was valued at $8M only a few days ago but has now burst onto the scene with a potentially unique approach to an increasingly validated target in IBD and 40x'd its "value" (a number which I think will likely continue to balloon today ).🎈 People will compare it to $ABVX given that both have QD oral treatments for IBD but let's break down the specifics of the nascent $PALI story"  
[X Link](https://x.com/A_May_MD/status/1975198546707058860) [@A_May_MD](/creator/x/A_May_MD) 2025-10-06T13:56Z 17.5K followers, 42.6K engagements


"$PALI I know I know. "The mufemilast data are all Chinese and small sample size We can't trust that this validated PDE4i for UC" Well again the mufemilast data could actually be WAY worse and still be positive but beyond that we actually already had pretty good validation for PDE4i in UC *before* the new data this morning Let's review the story of apremilast (Otezla) in UC: ➡Otezla was approved for psoriasis way back in 2014 and it was a big success. ➡Then in 2018 seemingly impressive data for Otezla in UC were published Let's review the highlights. XX% clinical response with a XX% clinical"  
[X Link](https://x.com/A_May_MD/status/1975198552931328463) [@A_May_MD](/creator/x/A_May_MD) 2025-10-06T13:56Z 17.5K followers, 13.7K engagements


"$PALI with one of the hotter post-deal filing sessions Ive seen lately. I get the sense that some assumed $PALI was a sort of BS pump job but I really dont think thats the case. Legit buyers. Thats mainly why I wrote about it - only in biotech do you have an $8M nanocap 40-50xing overnight into something that isnt total BSa very cool part of our sector"  
[X Link](https://x.com/A_May_MD/status/1976022337439908270) [@A_May_MD](/creator/x/A_May_MD) 2025-10-08T20:30Z 17.5K followers, 80K engagements


"@CrocsAnalyst $SRPT"  
[X Link](https://x.com/A_May_MD/status/1946259135416135895) [@A_May_MD](/creator/x/A_May_MD) 2025-07-18T17:21Z 17.5K followers, 4920 engagements


"And one more thing - I do hear the argument "well $SNY traded down because P3 efficacy got worse compared to P2. Couldn't the same thing happen to $NKTR" Sure it could but $SNY's efficacy decayed almost entirely due to higher placebo response rates in P3 compared to P2 jumping from XX% to 19%. $NKTR's P2b pbo rate was already XX% - just X points off of where $SNY's P3 ended up. $NKTR is in a *fantastic* spot to be able to reproduce a P3 EASI75 delta in the same range as their P2's was. If that happens this will be a biotech "phoenix from the ashes" story of the ages Last time I'll say it. I"  
[X Link](https://x.com/A_May_MD/status/1963715974495928523) [@A_May_MD](/creator/x/A_May_MD) 2025-09-04T21:29Z 17.5K followers, 40.1K engagements


"Whats interesting about the flurry of filings for $PALI is the fact that were seeing this number of big positions being filed with such a small share count denominator for calculating % ownership. Why does that matter at all It means theres a huge chunk of PFWs out there (likely 90M by my math). Those PFWs literally only exist to prevent big positions from showing up on paper and yetwe are seeing lots of big positions being filed on paper So even though we are seeing filing after filing of big time ownership by funds in $PALIa HUGE amount of the $PALI positioning is still hiddennearly half of"  
[X Link](https://x.com/A_May_MD/status/1976381653078462811) [@A_May_MD](/creator/x/A_May_MD) 2025-10-09T20:18Z 17.5K followers, 35.9K engagements


"$ABVX data at UEGW today showing it simply works in everyone no matter what they've been on before. Stat sig broken out into every one of these small n subgroups. Obefazimod is a *beautiful* drug and GI docs are going to hand this out like candy. There's just nothing you have to worry about zero friction. Once daily oral drug no major safety concerns *no lab/imaging/screening requirements* (huge deal) and no concern that any particular type of patient doesn't respond. Your patient may have failed everything or nothing.doesn't matter you can simply put them on obefazimod without a 2nd thought"  
[X Link](https://x.com/A_May_MD/status/1975142700115497095) [@A_May_MD](/creator/x/A_May_MD) 2025-10-06T10:14Z 17.5K followers, 52.5K engagements


"This years Nobel prize in Physiology/Medicine goes to these researchers ofT-Regs Does anybody know a company whose drug induced T-Reg expansion 🤔 $NKTR 😉"  
[X Link](https://x.com/A_May_MD/status/1975162898436489372) [@A_May_MD](/creator/x/A_May_MD) 2025-10-06T11:35Z 17.5K followers, 30.6K engagements


"$PALI Why would $BMY have failed to develop a clearly promising drug in UC for a drug that was already a blockbuster in psoriasis Well one argument would be that the Otezla data actually weren't that impressive and there was some hole in the data that turned $BMY off of developing the indication further. ➡One piece of evidence that supports this bearish take is that the endoscopic data were NOT as resoundingly positive for Otezla. Otezla hit on the MEC endoscopic response endpoint but missed on endoscopic remission. 🤔Does this remind you of anything🤔 👉How about the $MORF story where"  
[X Link](https://x.com/A_May_MD/status/1975198555146010681) [@A_May_MD](/creator/x/A_May_MD) 2025-10-06T13:56Z 17.5K followers, 13.1K engagements


"I keep making this point about $ABVX and $NKTR Its hard to overstate how massive it is to be not just the *first* but also the *only* drug with a unique MoA and a large/impressive dataset in big TAMs. Just a huge huge deal and *exceptionally* rare in todays biotech"  
[X Link](https://x.com/A_May_MD/status/1978211417678324035) [@A_May_MD](/creator/x/A_May_MD) 2025-10-14T21:28Z 17.5K followers, 58.1K engagements


"How many times can he get fired and still bounce back Im betting hes maxed out his cat lives already and wont even bother with this one. Hell fall in line so the X above him can publicly pat themselves on the back for the first Huntingtons treatment getting approved on their watch. Hell stomp his feet in onco and get some Ws there"  
[X Link](https://x.com/A_May_MD/status/1980004159068799011) [@A_May_MD](/creator/x/A_May_MD) 2025-10-19T20:12Z 17.5K followers, 2752 engagements


"Priority review (and likely approval) for apitegromab X year from top line data. Fantastic execution by the company. Myostatin 💪🏻 💪🏻 $SRRK $IBIO"  
[X Link](https://x.com/A_May_MD/status/1904507224703078770) [@A_May_MD](/creator/x/A_May_MD) 2025-03-25T12:14Z 17.4K followers, 23.8K engagements


"@aggregategains Courtesy of activity like this. Much more needed"  
[X Link](https://x.com/A_May_MD/status/1976762488776511729) [@A_May_MD](/creator/x/A_May_MD) 2025-10-10T21:31Z 17.4K followers, 1664 engagements


"3) $ABVX Vs S1P1 M&A Comps Zeposia and Velsipity are S1P1 drugs that were acquired for $7.2B and $6.7B respectively (37-47% upside from $ABVX's current valuation). Here are the reasons that $ABVX's drug should be valued much higher than these S1P1 comps were: X SAFETY ABVX is headed for a squeaky clean safety label. This is not only comforting for doctors/patients but it also opens the door to combination therapy with other drugs that might be immunosuppressive without worrying about increasing infection risk. 2Ease of Use Both are once-daily oral drugs but the S1P1 class has highly"  
[X Link](https://x.com/A_May_MD/status/1949850455128883476) [@A_May_MD](/creator/x/A_May_MD) 2025-07-28T15:12Z 17.4K followers, 8044 engagements


"So $LLY (with its own competing atopic derm program) is requesting *more* data than what $NKTR has publicly disclosed The competitor wants internal undisclosed data on their competitors program Ok lol. Lillys discontinuation of rezpegs development plan was informed by falsely calculated efficacy data. Theyre literally not even debating this. Thats just about all we should need to know here. Come on. Lets wrap this bullshit up and reach a settlement"  
[X Link](https://x.com/A_May_MD/status/1959024900657603043) [@A_May_MD](/creator/x/A_May_MD) 2025-08-22T22:48Z 17.4K followers, 60K engagements


"@NighthawkTradez @buccocapital Sir just pump the stock please we are very close"  
[X Link](https://x.com/A_May_MD/status/1978618774510293310) [@A_May_MD](/creator/x/A_May_MD) 2025-10-16T00:27Z 17.4K followers, 2068 engagements


"@NighthawkTradez @buccocapital You had X job $HIMS"  
[X Link](https://x.com/A_May_MD/status/1979217354979459438) [@A_May_MD](/creator/x/A_May_MD) 2025-10-17T16:06Z 17.4K followers, 1516 engagements


"To me the most useful information from the dataset is the (notoriously noisy) mean EASI reduction. At day XX we can see that the $CRVS n=12 BID arm and the n=3 QD arm both appear to actually have deeper mean EASI reductions than dupi did in its SOLO1/2 studies. Taken at face value this is extremely positive. As always caveats ahead (next "slide" in thread). Important Notes: - The $CRVS error bars really are quite tight. Not much noise for such small n. Especially in that n=3 200mg QD cohort. For the error bars to be so small with such a small sample all X patients must be responding"  
[X Link](https://x.com/A_May_MD/status/1869760118339875241) [@A_May_MD](/creator/x/A_May_MD) 2024-12-19T15:02Z 17.5K followers, 6802 engagements


"IMO $NKTR should be up huge today"  
[X Link](https://x.com/A_May_MD/status/1963577778353160510) [@A_May_MD](/creator/x/A_May_MD) 2025-09-04T12:19Z 17.5K followers, 12K engagements


"$SNY loses $1000000M $NKTR gains $70M. Ok"  
[X Link](https://x.com/A_May_MD/status/1963634878332723459) [@A_May_MD](/creator/x/A_May_MD) 2025-09-04T16:06Z 17.5K followers, 18K engagements


"$AMGN OX40 data are so encouraging that they PR'd the topline data at 8:04pm on a Monday and didn't even include a single datapoint in the PR. Nice $NKTR still cooking 🔥 $SNY $AMGN"  
[X Link](https://x.com/A_May_MD/status/1965208090439192782) [@A_May_MD](/creator/x/A_May_MD) 2025-09-09T00:18Z 17.5K followers, 60.1K engagements


"$GMAB buying $MRUS for $8B ($97 share) which is about a XX% premium to prior close. That is a *BIG* bite for a medium sized fish like $GMAB.did anyone have this on their bingo card What does it say about the state of biotech M&A when you've got an $18B company snatching up another for $8B And of course huge congrats to $MRUS longs. This has been a very popular biotech HF name so hopefully that helps offset some of the $MLTX doom and gloom for $XBI and $BBC tomorrow"  
[X Link](https://x.com/A_May_MD/status/1972534546361995296) [@A_May_MD](/creator/x/A_May_MD) 2025-09-29T05:30Z 17.5K followers, 18.1K engagements


"Didn't tweet much last week as I was spending time with family. Missed discussing some exciting stuff especially the $QURE Huntington's data. On the morning of the data I made $QURE my 3rd largest position (behind $ABVX and $NKTR). If the drug is really doing what it *looks* like it is doing against historic controls then it is one of the biggest medical breakthroughs of my lifetime. The KOL on the call certainly seemed to think that it is. Huntington's is a truly horrific disease and given that there is absolutely nothing for it a treatment that legitimately alters the disease's course would"  
[X Link](https://x.com/A_May_MD/status/1972618105533894812) [@A_May_MD](/creator/x/A_May_MD) 2025-09-29T11:03Z 17.5K followers, 70.2K engagements


"First.❓How did a seemingly left-for-dead $8M company raise $138M seemingly out of nowhere❓ Well some keen observers noticed that on 10/6/15 (today) there was going to be a presentation of new data from a Chinese company testing their drug (Mufemilast) in UC. That presentation was a "prestigious" late-breaking presentation placed immediately after highly anticipated data from.none other than $ABVX The tea leaves suggested that this meant the Mufemilast trial data were positive. This was important because $PALI's lead candidate has the same MoA as this Chinese drug (Mufemilast) ➡PDE4i"  
[X Link](https://x.com/A_May_MD/status/1975198548569333887) [@A_May_MD](/creator/x/A_May_MD) 2025-10-06T13:56Z 17.5K followers, 10K engagements


"Now as far as what $PALI has and how it should be valued. Their drug is PDE4i just like apremilast and mufemilast which have now both shown resoundingly positive efficacy in UC. However the caveat is the $PALI has a unique addition to its MoA to hopefully make it *gut restricted*. Basically $PALI adds a sugar group onto their PDE4i drug that can *only* be cleaved by bacteria located in the gut The idea is that the drug is inactive when it is blocked by this sugar moiety but when the drug arrives in the gut the local bacteria chop that sugar group off and it will work only in the gut where it"  
[X Link](https://x.com/A_May_MD/status/1975198557805113513) [@A_May_MD](/creator/x/A_May_MD) 2025-10-06T13:56Z 17.5K followers, 22K engagements


"$QURE is actually a biotech name that I quite like the idea of generalists getting interested in. Mostly because I think its one of very few names that will ultimately work out well for them and keep them coming back for more 😅"  
[X Link](https://x.com/A_May_MD/status/1975657097800130928) [@A_May_MD](/creator/x/A_May_MD) 2025-10-07T20:18Z 17.5K followers, 45.8K engagements


"@NighthawkTradez @_Sgr_A_Star Welcome aboard $PALI Now get back to pumping $HIMS. Its been WEEKS since Ive been able to short it and Im getting itchy"  
[X Link](https://x.com/A_May_MD/status/1975683309624594517) [@A_May_MD](/creator/x/A_May_MD) 2025-10-07T22:03Z 17.5K followers, 3928 engagements


"$PALI I think XX% of the non-PFW FD OS has now been accounted for in the last X filings. Put differently I think only about XX% of the FD OS is represented by common shares that *arent* PFWs and *arent* part of these last X filings. This is all back of the napkin though and I could be missing something"  
[X Link](https://x.com/A_May_MD/status/1976385573628805415) [@A_May_MD](/creator/x/A_May_MD) 2025-10-09T20:33Z 17.5K followers, 3055 engagements


"Idk how Flywheel became some braindead buzzword for stocks all across the #ShitCoMeltUp but I am really looking forward to looking *back* on it and laughing about how ridiculous it was"  
[X Link](https://x.com/A_May_MD/status/1976436044544475362) [@A_May_MD](/creator/x/A_May_MD) 2025-10-09T23:54Z 17.5K followers, 19.7K engagements


"$ABVX longs rn $PTGX $JNJ"  
[X Link](https://x.com/A_May_MD/status/1976673909681643656) [@A_May_MD](/creator/x/A_May_MD) 2025-10-10T15:39Z 17.5K followers, 25.1K engagements


"$HIMS $LMND $ABCL $DUOL $FUBO $OPEN $NBIS Ok #ShitCoMeltUp fanboys just be aware that your stocks that only go up can actually perform this way day after day with no warning. Good luck 😊"  
[X Link](https://x.com/A_May_MD/status/1976762282487992435) [@A_May_MD](/creator/x/A_May_MD) 2025-10-10T21:30Z 17.5K followers, 8602 engagements


"Yes the key to optimizing healthcare spend is $HIMS running massive ad campaigns to convince people to buy MORE EXPENSIVE alternatives to cheap generic drugs. Literally cant with these furus"  
[X Link](https://x.com/A_May_MD/status/1976777112876204506) [@A_May_MD](/creator/x/A_May_MD) 2025-10-10T22:29Z 17.5K followers, 18.8K engagements


"When drugs start working in neuro conditions that drugs dont work in $QURE $PRAX"  
[X Link](https://x.com/A_May_MD/status/1978789102053912775) [@A_May_MD](/creator/x/A_May_MD) 2025-10-16T11:44Z 17.5K followers, 25.1K engagements


"@Biohazard3737 $ABVX is the next $ABVX Know some folks who have used this line before @seedy19tron 🫡"  
[X Link](https://x.com/A_May_MD/status/1979232820783399311) [@A_May_MD](/creator/x/A_May_MD) 2025-10-17T17:07Z 17.5K followers, 6753 engagements


"$QURE is a lock imo. FDA agreed to X year external control with the X year controlled data in hand. Dose dependent hit on prespecified external control for both cUHRDS and TMC. KOLs going berserk over it and hundreds of patients calling in to inquire about the treatment. Popular press calling it a cure. No chance FDA reneges on this. Vinay is going to take this down He couldnt even take down $SRPT whose drug is literally killing kids with AEs (has not happened with $QURE). Huntingtons affects 3x as many patients too. AA is as sure as it gets in my view. For me the flier outcome is full"  
[X Link](https://x.com/A_May_MD/status/1980002504302899367) [@A_May_MD](/creator/x/A_May_MD) 2025-10-19T20:05Z 17.5K followers, 13.6K engagements


"@idalopirdine @EmuConspiracy @anthonystaj Maybe but its going to be a multi billion dollar/year drug before (if) a confirmatory ever reads out so whatre we even doing here 🤷🏻♂"  
[X Link](https://x.com/A_May_MD/status/1980009958763593833) [@A_May_MD](/creator/x/A_May_MD) 2025-10-19T20:35Z 17.5K followers, 1191 engagements


"$LXEO is another incredible case study for the biotech investing record books. I said that $LXEO was the "most emblematic" stock of how truly awful the spring biotech meltdown became but also that it would become the most emblematic of how dramatically small cap biotechs can recover when they've become blatantly mispriced. The stock has now recovered almost XXX% in X months. On April 7th you could buy $LXEO highly liquid in the $1.40s-$1.50s range (I know because I was doing it). They had released objectively good data that morning but the stock was crushed because the market was a DISASTER."  
[X Link](https://x.com/A_May_MD/status/1980353419350045144) [@A_May_MD](/creator/x/A_May_MD) 2025-10-20T19:20Z 17.5K followers, 20K engagements