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# ![@A_May_MD Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::940047237240971264.png) @A_May_MD Adam May

Adam May posts on X about $nktr, $abvx, $pali, $sny the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::940047237240971264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::940047237240971264/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX -X%
- X Months XXXXXXXXX +45%
- X Year XXXXXXXXX +2,680%

### Mentions: XX [#](/creator/twitter::940047237240971264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::940047237240971264/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +1.10%
- X Year XXXXX +922%

### Followers: XXXXXX [#](/creator/twitter::940047237240971264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::940047237240971264/c:line/m:followers.svg)

- X Week XXXXXX +1.20%
- X Month XXXXXX +8.80%
- X Months XXXXXX +132%
- X Year XXXXXX +353%

### CreatorRank: XXXXXXX [#](/creator/twitter::940047237240971264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::940047237240971264/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::940047237240971264/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$nktr](/topic/$nktr) #14, [$abvx](/topic/$abvx) #4, [$pali](/topic/$pali) #3, [$sny](/topic/$sny) #23, [$hims](/topic/$hims) #105, [market cap](/topic/market-cap) #961, [$nktrs](/topic/$nktrs) #1, [$xbi](/topic/$xbi) 0.34%, [$abcl](/topic/$abcl) 0.34%, [$18b](/topic/$18b) XXXX%

**Top accounts mentioned or mentioned by**
[@nighthawktradez](/creator/undefined) [@duedoctor](/creator/undefined) [@seedy19tron](/creator/undefined) [@paulcerro](/creator/undefined) [@nyjmitch757](/creator/undefined) [@icyops](/creator/undefined) [@barry3252181](/creator/undefined) [@joserestonva](/creator/undefined) [@plainyogurt21](/creator/undefined) [@pawcio2009](/creator/undefined) [@pickingmyown](/creator/undefined) [@sanctuarybio](/creator/undefined) [@persimmonti](/creator/undefined) [@geneinvesting](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@biohazard3737](/creator/undefined) [@grok](/creator/undefined) [@byebyegoodguy](/creator/undefined) [@msollender](/creator/undefined) [@himshouse](/creator/undefined)

**Top assets mentioned**
[Synthetify (SNY)](/topic/$sny) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Bitcoin Incognito (XBI)](/topic/$xbi) [uniQure N.V. (QURE)](/topic/$qure) [Tourmaline Bio, Inc. Common Stock (TRML)](/topic/$trml) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Amgen, Inc. (AMGN)](/topic/$amgn) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Open Custody Protocol (OPEN)](/topic/$open) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Johnson & Johnson (JNJ)](/topic/$jnj) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Hundred Million (100M)](/topic/$100m) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Prometheus Biosciences, Inc. Common Stock (RXDX)](/topic/$rxdx)
### Top Social Posts [#](/creator/twitter::940047237240971264/posts)
---
Top posts by engagements in the last XX hours

"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, 8036 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 17.4K followers, 40K engagements


"$XBI just emerged from one of the darkest bear markets its ever had and we are already calling $ABCL (with a P1 mAb for hot flashes and a P1 OX40 that was handed back to them for nothing from a company that went under) *undervalued* at a $1.8B market cap. $1.8B Absolutely absurd. This is why we in biotech keep getting hit by meteors. We deserve it"  
[X Link](https://x.com/A_May_MD/status/1973739838047191437) [@A_May_MD](/creator/x/A_May_MD) 2025-10-02T13:20Z 17.4K followers, 66.1K 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 17.4K followers, 11.9K 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 17.4K followers, 51.8K engagements


"$NKTR data update just now exceeded even my bullish expectations/hopes. Here's a breakdown of the situation and relevant data (the end is the best part) 👇👇👇 Most of the presentation today is just the P2b data that we already had. ❓So what's new❓ $NKTR ran an "escape arm" in this study for placebo patients who failed to improve during the XX week induction period (during which time they received only placebo no treatment). These "escape" patients switched over the Rezpeg treatment after XX weeks (again assuming they had NOT responded defined as EASI50 response). XX patients enrolled in the"  
[X Link](https://x.com/A_May_MD/status/1968670224472817832) [@A_May_MD](/creator/x/A_May_MD) 2025-09-18T13:35Z 17.4K followers, 82.5K engagements


"@Gabrielmendesnu @ShortsellerST @seedy19tron $350M at $XXXX (OS 210M)"  
[X Link](https://x.com/A_May_MD/status/1975655310498128092) [@A_May_MD](/creator/x/A_May_MD) 2025-10-07T20:11Z 17.4K followers, 1740 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 17.4K followers, 70K engagements


"$TRML $ETNB $MTSR - big congrats to everyone has been in any of these buyouts the last couple weeks Biotech M&A clearly heating up $XBI $BBC"  
[X Link](https://x.com/A_May_MD/status/1970093853714874523) [@A_May_MD](/creator/x/A_May_MD) 2025-09-22T11:52Z 17.4K followers, 14.5K 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


"$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 17.4K followers, 60K 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, 1656 engagements


"Recall that NKTR was valued at way less than its cash pile (market cap was 1/2 of cash) before their P2b trial read out *despite* having hit in the P2a. CRVS would be substantially cheaper if it were treated the same way $NKTR was. The market is not giving credit to new MoAs before a large randomized trial proved them out"  
[X Link](https://x.com/A_May_MD/status/1975656370600092099) [@A_May_MD](/creator/x/A_May_MD) 2025-10-07T20:15Z 17.4K followers, 2779 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 17.4K followers, 45.5K 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 17.4K followers, 5422 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 17.4K followers, 8231 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 17.4K followers, 12.8K 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, 1760 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 17.4K followers, 35.4K 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 17.4K followers, 30.4K 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 17.4K followers, 24.7K engagements


"Been a bear for years but even I didnt expect the P3 data to be completely unspinnable. Disaster. TBH this is what $MLTX deserves after the way they presented/spun their P2 data (intentionally hid this humira arm data) and then ran this All-ABX/HS-ABX gaslighting campaign for the last 2+ years. Wouldve been nice for biotech but there was truly no reason to think this was a differentiated drug. Please never tell me a smaller MW makes all the difference again"  
[X Link](https://x.com/A_May_MD/status/1972339308980773078) [@A_May_MD](/creator/x/A_May_MD) 2025-09-28T16:35Z 17.4K followers, 23.1K engagements


"@adamfeuerstein @BlaseBio Thats actually a good example - shes been incinerating generalist money not biotech money"  
[X Link](https://x.com/A_May_MD/status/1975663106148671707) [@A_May_MD](/creator/x/A_May_MD) 2025-10-07T20:42Z 17.4K followers, 2359 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, 1190 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 17.4K followers, 9875 engagements


"@buccocapital"  
[X Link](https://x.com/A_May_MD/status/1978617286970741143) [@A_May_MD](/creator/x/A_May_MD) 2025-10-16T00:21Z 17.4K followers, 4938 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 17.4K followers, 42.2K 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 17.4K followers, 18K 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 17.4K followers, 55.8K 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 17.4K followers, 17.9K engagements


"@ShortsellerST @seedy19tron N300 post P2b"  
[X Link](https://x.com/A_May_MD/status/1975653742197326306) [@A_May_MD](/creator/x/A_May_MD) 2025-10-07T20:05Z 17.4K followers, 1793 engagements


"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 17.4K followers, 75.7K 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 17.4K followers, 19K 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 17.4K followers, 3903 engagements


"@ShortsellerST @seedy19tron Well youre off on the market cap by over $100M. But you just have to look at how early stage promising IBD assets have been valued in the past. MORF RXDX PTGX are all good examples of what these drugs can be worth even at early stages"  
[X Link](https://x.com/A_May_MD/status/1975644966623060408) [@A_May_MD](/creator/x/A_May_MD) 2025-10-07T19:30Z 17.4K followers, 14.8K 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 17.4K followers, 21.6K engagements


"4) $ABVX Vs TL1A M&A Comps The two main comps for TL1A valuations are RVT-3101 from $ROIV And Tulisokibart from $RXDX. Let's focus on why I think $ABVX should be worth MORE than the $10.8B price tag that Tulisokibart fetched. 1Uniqueness of MoA. TL1A has interesting P2 data so far but it is another victim of the "me too" phenomenon in biotech. There are at least X TL1A drugs with P2 level data ALREADY (tulisokibart RVT-3101 Afimkibart Duvakitug). $ABVX's obefazimod is the ONLY drug with its MoA with data of any kind and it is already through phase X data The uniquness of obefazimods' will be"  
[X Link](https://x.com/A_May_MD/status/1949850457242742968) [@A_May_MD](/creator/x/A_May_MD) 2025-07-28T15:12Z 17.4K followers, 26.1K engagements


"2 issues 1) youre boiling time to market down as the only problem with being early stage. Being early stage isnt as much about time to market as it is with how likely the drug is to work. When larger trials have been run sure youre closer to market but more importantly youve had studied to inform probability of success. CRVS has *VERY* small sample size to support activity in atopic derm. PALIs MoA has worked now in two large P2 studies. They could both be equidistant from market approval by time but PDE4 in UC is much more of a sure thing than ITK is in atopic derm. 2) the 2nd problem is"  
[X Link](https://x.com/A_May_MD/status/1975647546899935294) [@A_May_MD](/creator/x/A_May_MD) 2025-10-07T19:40Z 17.4K followers, 9029 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 17.4K followers, 13.5K engagements