#  @A_May_MD Adam May
Adam May posts on X about $hims, $nvo, $nktr, $abvx the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::940047237240971264/interactions)
- [--] Week [---------] +107%
- [--] Month [---------] +29%
- [--] Months [----------] +69%
- [--] Year [----------] +509%
### Mentions: [--] [#](/creator/twitter::940047237240971264/posts_active)
- [--] Week [---] +31%
- [--] Month [---] +28%
- [--] Months [-----] +25%
- [--] Year [-----] +147%
### Followers: [------] [#](/creator/twitter::940047237240971264/followers)
- [--] Week [------] +1.70%
- [--] Month [------] +3.70%
- [--] Months [------] +62%
- [--] Year [------] +289%
### CreatorRank: [-------] [#](/creator/twitter::940047237240971264/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) #3282 [finance](/list/finance) 12.76% [countries](/list/countries) 1.53% [social networks](/list/social-networks) 1.53% [technology brands](/list/technology-brands) 1.53% [cryptocurrencies](/list/cryptocurrencies) 0.51% [fashion brands](/list/fashion-brands) 0.51% [currencies](/list/currencies) 0.51% [travel destinations](/list/travel-destinations) 0.51%
**Social topic influence**
[$hims](/topic/$hims) #45, [$nvo](/topic/$nvo) #5, [$nktr](/topic/$nktr) #1, [$abvx](/topic/$abvx) #24, [$lly](/topic/$lly) #2, [$ntla](/topic/$ntla) #9, [fda](/topic/fda) #44, [$xbi](/topic/$xbi) #7, [if you](/topic/if-you) 3.06%, [$apge](/topic/$apge) #2
**Top accounts mentioned or mentioned by**
[@preseidentmusk](/creator/undefined) [@grok](/creator/undefined) [@aggregategains](/creator/undefined) [@joserestonva](/creator/undefined) [@d3gsolutions](/creator/undefined) [@byebyegoodguy](/creator/undefined) [@bambossie81](/creator/undefined) [@financebully](/creator/undefined) [@vulpescap](/creator/undefined) [@lkpreserve](/creator/undefined) [@logicalthesis](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@matfitz22](/creator/undefined) [@duedoctor](/creator/undefined) [@1springthunder](/creator/undefined) [@rnaianalyst](/creator/undefined) [@michaelalbertmd](/creator/undefined) [@himshouse](/creator/undefined) [@mihaloi69rage](/creator/undefined) [@psyduckcapital](/creator/undefined)
**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [Abivax SA (ABVX)](/topic/$abvx) [Eli Lilly and Company (LLY)](/topic/$lly) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Amgen, Inc. (AMGN)](/topic/$amgn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Synthetify (SNY)](/topic/$sny) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Climb Bio, Inc (CLYM)](/topic/$clym) [uniQure N.V. (QURE)](/topic/$qure) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Prometheus Biosciences, Inc. (RXDX)](/topic/$rxdx) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Ikena Oncology, Inc. (IKNA)](/topic/$ikna) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Elevation Oncology, Inc. (ELEV)](/topic/$elev) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Born in [--] (19)](/topic/$19) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Cytokinetics Inc. (CYTK)](/topic/$cytk)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$TARS Bunch of Betaville rumors have been wrong. I think a couple have been right but I dont remember which (Im sure others do and can remind me 🙏🏻). In any case confirmation bias for me on $TARS because I agree its a good takeout candidate. Hope they actually got this one right 😅. https://twitter.com/i/web/status/1851316132931600649 https://twitter.com/i/web/status/1851316132931600649"
[X Link](https://x.com/A_May_MD/status/1851316132931600649) 2024-10-29T17:32Z 23.6K followers, 13K engagements
"$NKTR added $60M today in market capamazing how these tiny market caps can make big moves that are actually super small in terms of absolute valuation. Enterprise value is *still* well below these what these other comps had BEFORE they went into their data. No need to even complicate the valuation exercise beyond that simple observation at this point from my perspective"
[X Link](https://x.com/A_May_MD/status/1937968416469729465) 2025-06-25T20:17Z 23.6K followers, 11K 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: [--] 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) 2025-07-28T15:12Z 23.5K followers, [----] 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 [--] TL1A drugs with P2 level data ALREADY (tulisokibart RVT-3101 Afimkibart Duvakitug). $ABVX's obefazimod is the ONLY drug with its MoA with data of any kind and it is already through phase [--] data The uniquness of obefazimods' will be"
[X Link](https://x.com/A_May_MD/status/1949850457242742968) 2025-07-28T15:12Z 23.6K followers, 26.9K engagements
"$ABCL OX40L drug that was worth $0 yesterday is now worth even less. NPV negative asset. Also RIP to $IMA that just reverse merged into $IKNA. $SNY $NKTR $CRVS $APGE $AMGN"
[X Link](https://x.com/A_May_MD/status/1963592115813827047) 2025-09-04T13:16Z 23.6K followers, 21K 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 $ABVX was going to hit in P3 only for the stock to trade down a few cents over the next [--] hours"
[X Link](https://x.com/A_May_MD/status/1963715972331651194) 2025-09-04T21:29Z 23.6K followers, 76.6K engagements
"$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 [--] week induction period (during which time they received only placebo no treatment). These "escape" patients switched over the Rezpeg treatment after [--] weeks (again assuming they had NOT responded defined as EASI50 response). [--] patients enrolled in the"
[X Link](https://x.com/A_May_MD/status/1968670224472817832) 2025-09-18T13:35Z 23.6K followers, 116.8K engagements
"Alright time to adopt what was formerly the $VRNA GIF for $ABVX"
[X Link](https://x.com/A_May_MD/status/1983918467230187806) 2025-10-30T15:26Z 23.6K followers, 13.7K engagements
"$DRUG $BBIO $VRNA $TARS $SRRK $LXEO $ELEV are a few others off the top of my head that Ive publicly posted about ahead of time and had multibagger upside on in the last couple years besides $ABVX and $NKTR. Plus of course many smaller winners both long and short. And of course my share of misses - nobodys perfect https://twitter.com/i/web/status/1985377481369485396 https://twitter.com/i/web/status/1985377481369485396"
[X Link](https://x.com/A_May_MD/status/1985377481369485396) 2025-11-03T16:04Z 23.6K followers, [----] engagements
"Fully diluted $KYMR traded above a $10B market cap today *before* this offering. P1b open label data n30. 🤷🏻♂ 🫡"
[X Link](https://x.com/A_May_MD/status/1998142589640515789) 2025-12-08T21:28Z 23.6K followers, 68.2K engagements
"@gcbioinv I cant believe these were the $OLMA poster guys 🤯"
[X Link](https://x.com/A_May_MD/status/2002736543300276631) 2025-12-21T13:42Z 23.6K followers, [----] engagements
"$JANX my [--] year old son made me a tiny cushion with a line graph on it for Christmas. I love it https://t.co/bus8iRSSf2 my [--] year old son made me a tiny cushion with a line graph on it for Christmas. I love it https://t.co/bus8iRSSf2"
[X Link](https://x.com/A_May_MD/status/2004257909493133481) 2025-12-25T18:28Z 23.6K followers, 25.5K engagements
"This is a biotech stock that is up a ton for no good reason. It will go down significantly soon likely Q1. 🫡"
[X Link](https://x.com/A_May_MD/status/2004561608236998686) 2025-12-26T14:35Z 23.6K followers, 77.8K engagements
"@pawcio2009 Hopefully $PALI pulls and $ARWR 🫡"
[X Link](https://x.com/A_May_MD/status/2007546365145227627) 2026-01-03T20:15Z 23.6K followers, [----] engagements
"@financebully 1) it is not effective enough to be launched 2) it does not compete with 2x/year infusion with greater efficacy 3) the stock was at $19 when I tweeted this back in [----] not $7 so Im not sure where $7 comes from"
[X Link](https://x.com/A_May_MD/status/2008161086395068551) 2026-01-05T12:58Z 23.5K followers, [----] engagements
"Fr though. $VTYX is in my opinion a cardiometabolic acquisition by $LLY that is *almost* certainly unrelated to Abivax. I also dont buy the idea that $LLY was salivating over competing in the RP market but 🤷🏻♂"
[X Link](https://x.com/A_May_MD/status/2008691846554296536) 2026-01-07T00:07Z 23.6K followers, 18.8K engagements
"CNBC writing about a biotech M&A boom $XBI $BBC $XBI BIG PHARMA RACE TO SNAP UP BIOTECH ASSETS AS $170 BILLION PATENT CLIFF LOOMS $ABVX $PTGX $MDGL $VKTX $CYTK Source: https://t.co/kwJbd3GVxW https://t.co/O6ATKy1GUd $XBI BIG PHARMA RACE TO SNAP UP BIOTECH ASSETS AS $170 BILLION PATENT CLIFF LOOMS $ABVX $PTGX $MDGL $VKTX $CYTK Source: https://t.co/kwJbd3GVxW https://t.co/O6ATKy1GUd"
[X Link](https://x.com/A_May_MD/status/2008871568781582778) 2026-01-07T12:01Z 23.6K followers, 30.8K engagements
"Hey @grok is sepsis a common proximate cause of death in patients with drug induced liver failure"
[X Link](https://x.com/A_May_MD/status/2009697163501285816) 2026-01-09T18:41Z 23.4K followers, 60K engagements
"$ABVX has an unofficial bid for $200/share if you believe the reporting out of France this morning plus two more potential bidders circling. Of course the source is reputable enough that the little old Wall Street Journal has picked up the story as well. Trade it however you want. My hands are tied (in the manner that Eddie's are below) because IMO it all is simply a matter of time🥱"
[X Link](https://x.com/A_May_MD/status/2010694091994997143) 2026-01-12T12:43Z 23.4K followers, 47.4K engagements
"https://www.reuters.com/business/healthcare-pharmaceuticals/abbvie-talks-buy-biotech-revolution-medicines-wsj-reports-2026-01-07/ https://www.reuters.com/business/healthcare-pharmaceuticals/abbvie-talks-buy-biotech-revolution-medicines-wsj-reports-2026-01-07/"
[X Link](https://x.com/A_May_MD/status/2010720214040854984) 2026-01-12T14:27Z 23.4K followers, [----] engagements
"A few serious/non-memey words on $ABVX for the first time in a while. Nobody knows how much of this M&A rumor smoke coming out of France is real. A deal if any could be happening soon or it could take quite some time. What I do know is that I have never once wavered in my preference for them to wait until after the maintenance data hits to sell the company because this should help solidify their position and get a higher price (not to mention some potential tax implications). Those who read my pitch on $ABVX back in the day may recall that the incredible strength of Obefazimod's P2b"
[X Link](https://x.com/A_May_MD/status/2010742999538692398) 2026-01-12T15:57Z 23.4K followers, 30.4K engagements
"Great article altogether by @KevinLMak on how he arrives at an $ABVX bull thesis as a generalist. You should read the whole thing but the lines below are far too good not to share: 👉"The result is an unusual dynamic. You get the benefit of shared understanding without the usual overvaluation that consensus creates. In that sense this is a meta-contrarian position. It is locally consensus within biotech but globally ignored. The usual mechanism by which consensus ideas become fully priced never really engages."👈 (Exceptionally good writing paired with exceptionally strong logic &"
[X Link](https://x.com/A_May_MD/status/2012969152432992676) 2026-01-18T19:23Z 23.6K followers, 60K engagements
"@alc2022 Perfect union of scammers"
[X Link](https://x.com/A_May_MD/status/2013014161005990155) 2026-01-18T22:22Z 23.6K followers, [----] engagements
"I know (and understand why) theres a lot of speculation around the credibility of the La Lettre articles on $ABVX M&A. I have no idea whether the reporting is legit. Could it be made up BS as part of some pump and dump scheme Absolutely it could. But [--] notes that dont really add up to that conclusion: 1) The *bizarrely* aggressive $ABVX call buying that got everyones attentionthose could *only* have ever made any money with an actual $ABVX buyout. They were *so* far out of the money that there was no chance any rumor of any provenance could ever have turned a profit on them. Those were bets"
[X Link](https://x.com/A_May_MD/status/2013584268115513344) 2026-01-20T12:07Z 23.6K followers, 45.5K engagements
"@icefordinneryum @PickingMyOwn Such as $KYMR The market is convinced KYMRs drug will be very safe so not really. Safety is the big big big question for a small molecule in a disease like this. KYMR has a mechanistic safety argument that $CRVS lacks"
[X Link](https://x.com/A_May_MD/status/2013592481217019927) 2026-01-20T12:40Z 23.6K followers, [----] engagements
"The other $ABVX M&A rumor article of the day from Reuters with interview/quotes from Marc de Garidel If you just read the headline or skimmed the article it may sound like a dismissal of the idea that there has been active M&A interest. Still the wording/phrasing here is all seemingly very intentional and clearly leaves open the possibility that an "informal" meeting with Bercy actually *did* occur as the original reporting claimed. Which after the French agency publicly denied that there were discussions ongoing was the only explanation that could satisfy both Bercy and the La Lettre"
[X Link](https://x.com/A_May_MD/status/2013631984619188711) 2026-01-20T15:17Z 23.6K followers, 30.5K engagements
"$VKTX had zero biotech specialist investors backing it because it was a turd all along. $ABVX is the polar opposite and it will be bought out this year (imo and unless they opt to play the Crohns data in which case it sells in early 27). Holding through that would be one way to make money. Selling calls on the volatility like you mention could certainly be another. Only way Settle down. This is NOT Viking therapeutics. Full stop. https://twitter.com/i/web/status/2013667541210505232 https://twitter.com/i/web/status/2013667541210505232"
[X Link](https://x.com/A_May_MD/status/2013667541210505232) 2026-01-20T17:38Z 23.5K followers, 11K engagements
"@GeneInvesting sure talks about me a lot for someone that he has blocked. Someone make sure he gets this please. $NTLA (Buy = Buy to cover obv)"
[X Link](https://x.com/A_May_MD/status/2014158620959625249) 2026-01-22T02:10Z 23.4K followers, 19.7K engagements
"Not huge by $ amount but $BMY not giving up on TCEs yet 🤷🏻♂ $JANX $VIR $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://t.co/BAjXr43tyQ $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://t.co/BAjXr43tyQ"
[X Link](https://x.com/A_May_MD/status/2014310400314015924) 2026-01-22T12:13Z 23.6K followers, 16.7K engagements
"This is exactly whats wrong with your logic Was $25 before the hold Wrong. $NTLA stock was $13 on the day *before* the hold was announced (Oct 29th). $NTLA IS ALREADY TRADING HIGHER THAN IT WAS ***BEFORE*** THE FDA HOLD WAS PLACED. Youre talking as if the hold itself is the problem for $NTLA. Its not. The problem is that *their drug caused a case of Hys Law that ultimately ended in the patients death*. THAT is what caused the stock price to collapse to below current levels. The hold isnt the big issue. The main issue is that the drug has encountered a *massive* safety issue. There is no"
[X Link](https://x.com/A_May_MD/status/2014317658859012516) 2026-01-22T12:42Z 23.4K followers, 24.4K engagements
"$NTLA up almost 25% from before the death was announced. Patient dies = stock goes up Not a standard pattern by any stretch"
[X Link](https://x.com/A_May_MD/status/2014397263603232867) 2026-01-22T17:58Z 23.4K followers, [----] engagements
"@RNAiAnalyst I think you can derive from your own statement that lots of people would"
[X Link](https://x.com/A_May_MD/status/2014402793163878643) 2026-01-22T18:20Z 23.6K followers, [----] engagements
"Believe me Im not getting involved in the current $IBRX drama. I offer zero opinion or take on its current day value/movement. Dont ask dont tell. But its very funny how people repeatedly try to call me out on prior (yes PRIOR) shorts that have just been absolutely *decimated* since I was first bearish on them. $IBRX $NTLA $HIMS $IOVA $VKTX A few years ago @A_May_MD called $IBRX a scam. I am waiting to hear if he has updated his opinions. I would bet that he hasn't. A few years ago @A_May_MD called $IBRX a scam. I am waiting to hear if he has updated his opinions. I would bet that he hasn't"
[X Link](https://x.com/A_May_MD/status/2014504841523970449) 2026-01-23T01:05Z 23.6K followers, 47.2K engagements
"Oh my sweet summer child. What do you know of fear Fear is for the long night when the sun hides its face for years at a time and little children are born and live and die all in darkness -biotech for the last [--] years until this dude started trading biotech in November $XBI $BBC Whos going to tell him Whos going to tell him"
[X Link](https://x.com/A_May_MD/status/2016323933545660642) 2026-01-28T01:34Z 23.6K followers, 25.9K engagements
"@charle77238 Glwt"
[X Link](https://x.com/A_May_MD/status/2016934678067019830) 2026-01-29T18:01Z 23.4K followers, [----] engagements
"@PikaCapital Covered a few thousand shares on this 10% dip this morning to $62s $63s. Still plenty more to go. $AMGN confirming this morning that the target is simply not worth taking to market. #Short $APGE"
[X Link](https://x.com/A_May_MD/status/2017281123332895221) 2026-01-30T16:57Z 23.4K followers, [----] engagements
"*Ehem* $APGE #BlackBoxWarning Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa. Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa"
[X Link](https://x.com/A_May_MD/status/2018307661356318726) 2026-02-02T12:56Z 23.6K followers, [----] engagements
"@houndcl Bro moved on from scamming on $IOVA"
[X Link](https://x.com/A_May_MD/status/2018339750944387498) 2026-02-02T15:04Z 23.6K followers, [----] engagements
"@JoseRestonVA @grok who should $NVO buy* *analyze only stocks I am holding as candidates"
[X Link](https://x.com/A_May_MD/status/2018732518552310086) 2026-02-03T17:05Z 23.4K followers, [----] engagements
"@Optimistic24228 Had $VKTX permabulls telling me I was an idiot for the better part of a year while I kept telling them that their 100mg PER DAY oral peptide approach was going nowhere fast. Blatant denial of a very basic reality"
[X Link](https://x.com/A_May_MD/status/2018858497824461042) 2026-02-04T01:25Z 23.5K followers, [----] engagements
"Bonus: Dave Ricks on the call: Now watch this orfo launch"
[X Link](https://x.com/A_May_MD/status/2019030892166152436) 2026-02-04T12:50Z 23.6K followers, 10.2K engagements
"$LLY close to breaking ATH. $NVO close to breaking 52wk low. 😮💨😮💨😮💨 What reverses that momo if anything"
[X Link](https://x.com/A_May_MD/status/2019044417202798920) 2026-02-04T13:44Z 23.6K followers, [----] engagements
"Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6 Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6"
[X Link](https://x.com/A_May_MD/status/2019142531184026052) 2026-02-04T20:14Z 23.6K followers, 33.4K engagements
"@grok whats the half life of minoxidil sulfate"
[X Link](https://x.com/A_May_MD/status/2019142598431326498) 2026-02-04T20:14Z 23.6K followers, 10.9K engagements
"@Focus_NOPAT @ebedruachelohim Overly simplistic take. Shooting guns is legal. Shooting guns when the bullets hit people is not. Compounding has its place and $HIMS has BLATANTLY crossed that line"
[X Link](https://x.com/A_May_MD/status/2019455224394506646) 2026-02-05T16:56Z 23.3K followers, [---] engagements
"@mukund Because $NVO did all the work and encountered all of the expense to get the drug investigated and approved. What $HIMS is doing here is an absolute scam to the system"
[X Link](https://x.com/A_May_MD/status/2019455600980087012) 2026-02-05T16:58Z 23.4K followers, [----] engagements
"@cloud_walker200 Well novo paid $1.8B for it [--] years ago. Implies a decently high barrier"
[X Link](https://x.com/A_May_MD/status/2019521991360016655) 2026-02-05T21:22Z 23.4K followers, [----] engagements
"@slk349390919 They dont run any trials. Im astonished theyre even considering this. Truly insane"
[X Link](https://x.com/A_May_MD/status/2019535221943570813) 2026-02-05T22:14Z 23.4K followers, [---] engagements
"FDA commissioner is referring to $HIMS here right TIMBER FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
[X Link](https://x.com/A_May_MD/status/2019553468479090864) 2026-02-05T23:27Z 23.6K followers, 131.9K engagements
"@TimIrani $6 Dang bro"
[X Link](https://x.com/A_May_MD/status/2019563227483631911) 2026-02-06T00:06Z 23.3K followers, [---] engagements
"$HIMS longs are a special breed (116K followers). My #1 position Im not sure"
[X Link](https://x.com/A_May_MD/status/2019591314636185812) 2026-02-06T01:57Z 23.6K followers, [----] engagements
"@drsprs Im not opposed to the test itself - dont mean to imply that. But the marketing that $HIMS conducts should be regulated as heavily as any pharma company. Theyre beyond playing fast and loose on that front and always have been"
[X Link](https://x.com/A_May_MD/status/2019833916706943000) 2026-02-06T18:01Z 23.4K followers, [----] engagements
"Coincidence that $HIMS has suddenly taken down all ads touting the same active ingredient as Wegovy $HIMS may have finally called enough attention to their bullshit antics to get regulators to finally crack down on them. This could end up being much worse for them than simply being told not to launch the pill they announced yesterday - it could threaten their entire (STOLEN) GLP1 business. Own goal of epic proportions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations"
[X Link](https://x.com/A_May_MD/status/2019887981205578122) 2026-02-06T21:36Z 23.6K followers, 130.8K engagements
"@Paul_Heckman_ @peter_mantas Roughly [--] min"
[X Link](https://x.com/A_May_MD/status/2019899235462697082) 2026-02-06T22:21Z 23.4K followers, [---] engagements
"Though I did cover a fraction of the Hims shares on todays did which was clearly a mistake. Oh well"
[X Link](https://x.com/A_May_MD/status/2019899718680121440) 2026-02-06T22:23Z 23.6K followers, [----] engagements
"@masterlongevity Legitimately they could be messing up the game for many other compounders which is why this could be really big news for $NVO & $LLY"
[X Link](https://x.com/A_May_MD/status/2019904578540462507) 2026-02-06T22:42Z 23.4K followers, [----] engagements
"@TheRealBirnbaum Might be the hardest Ive ever laughed at anyone"
[X Link](https://x.com/A_May_MD/status/2019909165842346273) 2026-02-06T23:00Z 23.4K followers, [---] engagements
"@PreseidentMusk Did you watch"
[X Link](https://x.com/A_May_MD/status/2019916008891269473) 2026-02-06T23:27Z 23.4K followers, [---] engagements
"@PreseidentMusk @US_FDA Hahaha ok. Keep watching I guess 🤷🏻♂"
[X Link](https://x.com/A_May_MD/status/2019946657027354673) 2026-02-07T01:29Z 23.4K followers, [---] engagements
"@PreseidentMusk @US_FDA 1) ok 2) ok 3) ok"
[X Link](https://x.com/A_May_MD/status/2019948493343699344) 2026-02-07T01:37Z 23.4K followers, [---] engagements
"@TravisHoium So your opinion on this has changed now that its the department of justice and the food and drug administration both going after $HIMS and not $NVO doing it right"
[X Link](https://x.com/A_May_MD/status/2020167972338520208) 2026-02-07T16:09Z 23.5K followers, [---] engagements
"And just for the record the hedge funds who bought these $HIMS convert notes in May largely did it because they wanted to *short* the stock. Not because they were getting hosed by retail and Dudum by buying notes above market value. They arent idiots and many of them were likely NOT $HIMS bulls. $HIMS basically monetized their stocks tendency to short squeeze and in so doing prevented any major squeeze from ever happening again. Unironically few understand this"
[X Link](https://x.com/A_May_MD/status/2020234821528678719) 2026-02-07T20:34Z 23.6K followers, [----] engagements
"@LogicalThesis 💯 Exactly. And this is clearly what happened. Short interest rocketed and yet it never could squeeze again"
[X Link](https://x.com/A_May_MD/status/2020235389454155894) 2026-02-07T20:37Z 23.5K followers, [----] engagements
"@Mr_CryptoX @SharkChart @7aboob411 @TheLongInvest wtf do you think their injectable GLP1 is Its stolen the same way as the pill wouldve been. Insane you people cannot understand this"
[X Link](https://x.com/A_May_MD/status/2020271244244034019) 2026-02-07T22:59Z 23.6K followers, [---] engagements
"@iWatchUSleeeep @SharkChart @TheLongInvest The injectable GLP-1 that $HIMS has been selling is stolen too. Trouble"
[X Link](https://x.com/A_May_MD/status/2020271568241533056) 2026-02-07T23:00Z 23.5K followers, [---] engagements
"@RentYourStocks @Crod4Life21 @Ze1ooooo @optionscjp Hahahhhahahaa you think $NVO is going to partner with $HIMS on the pill"
[X Link](https://x.com/A_May_MD/status/2020295749171364259) 2026-02-08T00:36Z 23.4K followers, [---] engagements
"@nikoliasgoninus Im convinced the government agreed to protect drug innovation in exchange for lower drug prices In what world is this not a win-win Youre out of your mind"
[X Link](https://x.com/A_May_MD/status/2020296041313304935) 2026-02-08T00:38Z 23.5K followers, [----] engagements
"@RentYourStocks @Crod4Life21 @Ze1ooooo @optionscjp Well novo has already partnered the pill with other telehealth companies and not with $HIMS *before* Hims went and did thisso they already werent willing to partner with HIMS before this debacle. Why would they be willing to *after*"
[X Link](https://x.com/A_May_MD/status/2020297998241272281) 2026-02-08T00:45Z 23.5K followers, [---] engagements
"I went/stayed long novo because if the mass compounding finally gets cracked down on it would be hugely positive for novo (and for Lilly which would also benefit because some compounding patients would choose their legitimate drugs over novos legitimate drugs). It would be a very big tailwind IMO"
[X Link](https://x.com/A_May_MD/status/2020298479776469183) 2026-02-08T00:47Z 23.5K followers, [----] engagements
"@nikoliasgoninus I recommend the [----] Nike Streakfly [--]. Only [---] ounces and currently 24% off 😜 $HIMS"
[X Link](https://x.com/A_May_MD/status/2020305768181030945) 2026-02-08T01:16Z 23.6K followers, [----] engagements
"@thepoopkingkong @nikoliasgoninus 👆🏻 Yep and its scorched earth now. No way $NVO is going back to them. $LLY and $NVO both will make an example out of $HIMS as they rightfully should"
[X Link](https://x.com/A_May_MD/status/2020314707966484937) 2026-02-08T01:52Z 23.5K followers, [---] engagements
"Obviously drugs shouldnt stay on patent forever but the effects of these drugs are quite recently discovered and very recently launched. Using GLP1s as example of evergreening of IP in pharma is way way off the mark. Thats not to say that it doesnt happen or that it shouldnt happen but this aint it - at least not so far. https://twitter.com/i/web/status/2020319892214309322 https://twitter.com/i/web/status/2020319892214309322"
[X Link](https://x.com/A_May_MD/status/2020319892214309322) 2026-02-08T02:12Z 23.5K followers, [---] engagements
"@Focus_NOPAT @HimsHersComms Thats why drugs go generic someday ur there has to be an incentive to develop them in the first place. Please try to use logic beyond that of a 5th grader. The worlds problems dont vanish just because people deserve solutions. Pathetically naive"
[X Link](https://x.com/A_May_MD/status/2020320327583334858) 2026-02-08T02:14Z 23.5K followers, [----] engagements
"@biotech_bro The HIMS ceo will be just fine because he has sold nearly $200M of stock during the last [--] years 😅 The company idk"
[X Link](https://x.com/A_May_MD/status/2020326054028583204) 2026-02-08T02:37Z 23.5K followers, [----] engagements
"@MichaelAlbertMD 💯 🫡 Oh and its been a while since this topic has come up but to the $HIMS-employed doctors/nurse practitioners etc who have been writing millions of personalized doses of semaglutide nonstop in order to help the company skirt intellectual property rights: Do you realize *why* https://t.co/d2UsE5Dsxx Oh and its been a while since this topic has come up but to the $HIMS-employed doctors/nurse practitioners etc who have been writing millions of personalized doses of semaglutide nonstop in order to help the company skirt intellectual property rights: Do you realize *why*"
[X Link](https://x.com/A_May_MD/status/2020539769437007887) 2026-02-08T16:46Z 23.6K followers, [----] engagements
"@JoseRestonVA @grok Indeed"
[X Link](https://x.com/A_May_MD/status/2020562328995942602) 2026-02-08T18:16Z 23.6K followers, [----] engagements
"@HedgeyeEEvans Lilly was working on Lilly direct long before Hims got into stealing IP"
[X Link](https://x.com/A_May_MD/status/2020567038876381581) 2026-02-08T18:34Z 23.6K followers, [----] engagements
"Im all for dismantling the PBMs as Ive been vocal about on here for years. This however can be done without stealing IP and pharmas like $LLY have been working toward this goal for *years*. There is no debate in my eyes that $HIMS has been stealing IP by nefariously exploiting personalization loopholes to accomplish mass compounding that was *never* intended to be permitted under the law. Notice that other reputable compounders like Ro refused to go down this route - for a reason. It was wrong. https://twitter.com/i/web/status/2020608207702626722"
[X Link](https://x.com/A_May_MD/status/2020608207702626722) 2026-02-08T21:18Z 23.6K followers, [----] engagements
"@JerBearRN @himshouse @wearehims @wearehers Not saying that shit cant still hit the fan for him but this aint any other board $HIMS @grok tell us about $HIMS class V shares who owns them and what effect this has on control of the company. @grok tell us about $HIMS class V shares who owns them and what effect this has on control of the company"
[X Link](https://x.com/A_May_MD/status/2020625116753990116) 2026-02-08T22:25Z 23.6K followers, [----] engagements
"@Mihaloi69Rage Omg GOOD JOB BUDDY You did SO good 😊 Im so proud of you bud"
[X Link](https://x.com/A_May_MD/status/2020673915715002872) 2026-02-09T01:39Z 23.6K followers, [---] engagements
""Well see. This may not be the final death knell of the illegal unsafe and venal exploitation of the American public by semaglutide compounders but it is certainly the beginning of the end. And the funeral cant come soon enough. 'I did not attend the funeral but I sent a nice letter saying I approved of it.' Mark Twain" Nice"
[X Link](https://x.com/A_May_MD/status/2020884447654993980) 2026-02-09T15:36Z 23.6K followers, [----] engagements
"@CuriousTraderIE Yeah because you guys all said it wasnt gonna happen. Not only did it happen but its coming from $NVO AND the FDA. AND the department of justice"
[X Link](https://x.com/A_May_MD/status/2020919910809894985) 2026-02-09T17:57Z 23.6K followers, [----] engagements
"@D3GSolutions You just really have the itch to get on record for being wrong. Control yourself"
[X Link](https://x.com/A_May_MD/status/2020960402579046793) 2026-02-09T20:38Z 23.6K followers, [----] engagements
"@longinvest32 Free Its actually paying me A LOT of money being constantly right about this stock. Hope this helps"
[X Link](https://x.com/A_May_MD/status/2020971485897396490) 2026-02-09T21:22Z 23.6K followers, [----] engagements
"@psyduckcapital @himshouse Bet theyre big fans of mine 😅"
[X Link](https://x.com/A_May_MD/status/2020983857554784635) 2026-02-09T22:11Z 23.6K followers, [---] engagements
"@Mihaloi69Rage You finna learn son"
[X Link](https://x.com/A_May_MD/status/2020991042107883997) 2026-02-09T22:39Z 23.6K followers, [----] engagements
"@himshouse @gkroub If $HIMS ends up owing damages (let alone treble damages) then $HIMS is gonna want to stop right away"
[X Link](https://x.com/A_May_MD/status/2021010270118871514) 2026-02-09T23:56Z 23.6K followers, [----] engagements
"@NighthawkTradez What if I told you that peptides = protein"
[X Link](https://x.com/A_May_MD/status/2021013959407792384) 2026-02-10T00:10Z 23.6K followers, [----] engagements
"@Matfitz22 @psyduckcapital Did you toss a coin into a fountain with that wish"
[X Link](https://x.com/A_May_MD/status/2021019330465439798) 2026-02-10T00:32Z 23.6K followers, [---] engagements
"@DmitryKovalchuk This is odd to me - thats when I have bad BLA estimated for all along (as can be seen in the chart I shared today)"
[X Link](https://x.com/A_May_MD/status/2021245946877649297) 2026-02-10T15:32Z 23.6K followers, [----] engagements
"@Vulpescap @JoseRestonVA @PrestonWidmer Switzerland really is paradise 😮💨😮💨"
[X Link](https://x.com/A_May_MD/status/2021292093000294527) 2026-02-10T18:36Z 23.6K followers, [---] engagements
"@1GreatTrade Hard to imagine a world in which something isnt drastically changed with those notes"
[X Link](https://x.com/A_May_MD/status/2021292562972102910) 2026-02-10T18:37Z 23.6K followers, [---] engagements
"$NVO should 100% reach out to $HIMS and offer to buy their superbowl commercial slot 🤣 Seriously though - odds theyre discussing having to pull it"
[X Link](https://x.com/A_May_MD/status/2019908977748853049) 2026-02-06T23:00Z 23.7K followers, 24.5K engagements
"Oh and its been a while since this topic has come up but to the $HIMS-employed doctors/nurse practitioners etc who have been writing millions of personalized doses of semaglutide nonstop in order to help the company skirt intellectual property rights: Do you realize *why* the company has asked you to do that Are you prepared to answer regulators when they come asking you why youve prescribed 10000% more personalized doses of a medication than the average prescriber has They have that data on you you know. Did you know that Did you ever even have enough data on the patients to whom you were"
[X Link](https://x.com/A_May_MD/status/2020303684903563771) 2026-02-08T01:08Z 23.7K followers, 31K engagements
"@AndrewDudum You made more money than the vast majority of big pharma execs last year by dumping stock in $HIMS. Youll call big pharma the greedy ones. Why are you making more money than they are"
[X Link](https://x.com/A_May_MD/status/2020632473424793995) 2026-02-08T22:54Z 23.7K followers, 20.7K engagements
"There you go - $NVO ***FINALLY*** going after $HIMS themselves. DOJ FDA $NVO all on board now. Time for $HIMS to get what they deserve. BREAKING: Novo Nordisk $NVO sues Hims & Hers $HIMS for infringing on a key Wegovy patent https://t.co/44Ndx293d4 via @pharmalot BREAKING: Novo Nordisk $NVO sues Hims & Hers $HIMS for infringing on a key Wegovy patent https://t.co/44Ndx293d4 via @pharmalot"
[X Link](https://x.com/A_May_MD/status/2020832884769386527) 2026-02-09T12:11Z 23.7K followers, 33.5K engagements
"$NKTR We will get a lot more data/info than what is available in the PR but what the PR shows is *very* good. Caveat emptor these response retention rates are higher than Dupixent's.EVEN FOR Q12W DOSING of rezpeg. That's a big surprise to me given how management had seemed to talk down the Q12 vs the Q4. It also looks like there was a lot of response deepening.EASI90s and EASI100s Will be looking at the slide data when we get it and analyzing that but based on what the PR shows.this is a drug"
[X Link](https://x.com/A_May_MD/status/2021197517124206851) 2026-02-10T12:20Z 23.7K followers, 36.5K engagements
"The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is also the only drug with both a unique MoA and no glaring safety concerns. Its efficacy is clearly superior to Nemluvio and clearly (so far) superior to Amlitelimab. It now looks poised to have Q12W dosing as well. Yet its valuation has just been absolutely in the gutterorders of magnitude lower than me-too AtD drugs like $APGEs and even 4x lower than $CRVS which"
[X Link](https://x.com/A_May_MD/status/2021228724381720917) 2026-02-10T14:24Z 23.7K followers, 41.9K engagements
"Tbh doesnt seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral launches. Seems to be a lot of pent up demand which Im guessing comes from marginally obese/overweight people who dont feel like they need an injectable and are willing to pay DTC prices for a pill. Obesity market has another heave in it IMO. Coming into [----] analysts consensus for wegovy pill was about average weekly TRx [-----] throughout [----]. In just FIVE weeks the sales is already above weekly [-----] That number could very likely cross TRx [------] by the end of Q1. While"
[X Link](https://x.com/A_May_MD/status/2021659108772913636) 2026-02-11T18:54Z 23.7K followers, 62.1K engagements
"Probably covering more $HIMS today unless @paulcerro or @DueDoctor can talk me out of it 👀"
[X Link](https://x.com/A_May_MD/status/2021994451632284081) 2026-02-12T17:06Z 23.7K followers, 17.3K engagements
"@himshouse Trillion dollar drug"
[X Link](https://x.com/A_May_MD/status/2022274453686685729) 2026-02-13T11:39Z 23.7K followers, [----] engagements
"Its going to be a bad day for $TECX as $AZN has removed their relaxin mAb from their pipeline in their earnings slides this morning. It doesnt really affect $TENX POS but Id definitely call it a positive for them overall. Now its just them and $MRK and $MRK is studying a pretty narrow population Ive gotten a lot of messages asking about my BioPick selection for this year $TENX. Ive responded to a few but dont have the time to respond to everyone. I actually considered making $TENX an official pitch but I dont think I can get there on the risk/reward skew to say Ive gotten a lot of messages"
[X Link](https://x.com/A_May_MD/status/2021185290367271083) 2026-02-10T11:31Z 23.7K followers, 22.6K engagements
"GLP-1 deniers will look you straight in the eyes and tell you that you could simply do this for [--] minutes a day instead of going on a weight loss drug $LLY $NVO Sub-six-minute mile pace uphill on skis: #WinterOlympics SPEED. 🔥 https://t.co/trof9rs4zf Sub-six-minute mile pace uphill on skis: #WinterOlympics SPEED. 🔥 https://t.co/trof9rs4zf"
[X Link](https://x.com/A_May_MD/status/2021333829752102947) 2026-02-10T21:21Z 23.7K followers, 21.1K engagements
"@ASchulz888 Its been a good while since Ive been bearish $VKTX. Like Ive said recently Im neutral on the stock right now. I was bearish when the stock was much higher and the narrative was an collections of unsupportable claims around superiority. For now Im indifferent"
[X Link](https://x.com/A_May_MD/status/2022337462815879444) 2026-02-13T15:49Z 23.7K followers, [----] engagements
"Bought more $NKTR at open. Shouldve done it yesterday but really dont have dry firepower and already hugely overweight the name. Had to move some stuff around to do so. After sleeping on it the thing for me is that this asset has been insanely undervalued for a long time so what changes that is the question. What it has lacked has been institutional support (and thus funding). Thats going to change with this offering. The disconnect on valuations to peers (which is a term I use somewhat begrudgingly as I think $NKTR is in many ways a superior asset to peers that hold multiples of its"
[X Link](https://x.com/A_May_MD/status/2021595553381937402) 2026-02-11T14:41Z 23.7K followers, 48.1K engagements
"LOOK Hes doing that thing again Hes spewing nonsense about a shitco whose stock price is going to ultimately crash again Mark my words fintwit. Got my lymphocytes and thymus gland checked yesterday. Theyre back on line for the first time in [--] years. Lots more to come. Long $IBRX. Got my lymphocytes and thymus gland checked yesterday. Theyre back on line for the first time in [--] years. Lots more to come. Long $IBRX"
[X Link](https://x.com/A_May_MD/status/2022144679010349286) 2026-02-13T03:03Z 23.7K followers, 23.1K engagements
"Good oral wegovy #s this morning. $LLY and $NVO both responding well. These drugs are going to do huge numbers. They ARE worse drugs but Im telling you - people youd never imagine wanting a GLP1 are going to be popping these pills. Discontinuation rates will be high. Its a feature not a bug. Patients will come off and on these things all the time losing [--] lbs here and there. DTC channels will be the vector for this type of use. People comparing this to the injectables and being bearish on the launches because of attrition/discontinuations are making a mistake. The use of these drugs will in"
[X Link](https://x.com/A_May_MD/status/2022320814142464089) 2026-02-13T14:43Z 23.7K followers, 49K engagements
"Wow $NKTR dip almost lasted a whole morning 🥱"
[X Link](https://x.com/A_May_MD/status/2022345358311817597) 2026-02-13T16:21Z 23.7K followers, 11.2K engagements
"Sticking with my theme for the day of biotech zombie liquidations $NKTR is a good example of a company that could have significant *UPSIDE* upon *FAILURE* if they chose to responsibly liquidate in the event that their June atopic derm readout misses. Of course as my pitch has detailed I think they have a much better chance of hitting in AD than the market is giving them credit for. Obviously if they hit on a P2 AD trial the stock should be up a ton and the liquidation discussion should be off the table. However if they miss and expeditiously start the liquidation process the upside from here"
[X Link](https://x.com/A_May_MD/status/1911818827437850637) 2025-04-14T16:28Z 23.6K followers, 13K engagements
"@adar170 This but money $SLRN $ALMS"
[X Link](https://x.com/A_May_MD/status/1922338672285749385) 2025-05-13T17:10Z 23.7K followers, [----] engagements
"Yes indeed Glad theyre getting this done. I fully expect the $NKTR offering to be well received and for the stock to continue its rise after getting this out of the way. For whatever reason the market recently has been giving us plenty of time to buy after good data and even after good cash raises. $LXEO could be bought CHEAP after data then raised then rallied 50-60% after that Personally expect $NKTR to follow a similar trajectory (it has so far). Plenty of other recent examples as well. $CTMX $CDTX etc"
[X Link](https://x.com/A_May_MD/status/1939779349571424724) 2025-06-30T20:13Z 23.6K followers, [----] engagements
"Sublime. $NKTR"
[X Link](https://x.com/anyuser/status/1963634326744019031) 2025-09-04T16:04Z 23.6K followers, 16.3K engagements
"Youre mocking the placebo effect in an indication that has one of the most notorious placebo effect reputations in all of medicine certainly the biggest in dermatology. The $QTTB study was 5x larger than the $KYMR study and it was *PLACEBO CONTROLLED* whereas $KYMRs is open label. $ACRS had an open label study much like $KYMRs study for their TSLP antibody that also showed *massive* EASI response rates much higher than $KYMR is showing here. Small n open label efficacy data mean almost nothing in atopic derm. Everything is about placebo adjusted deltas. Period. Anyway my point isnt that the"
[X Link](https://x.com/A_May_MD/status/1998184583485911040) 2025-12-09T00:15Z 23.6K followers, [----] engagements
"$ZBIO another name that is yet to present supposedly year end data. Any other names in that situation Some uneasiness after recent run-up in $nuvb . mgmt promises an EU partnership by YE but running out of feasible days to announce. If we do see a non-BP / random European pharma gain EU rights to Ibtrozi may create an overhang despite positive economics to $nuvb . reason being Some uneasiness after recent run-up in $nuvb . mgmt promises an EU partnership by YE but running out of feasible days to announce. If we do see a non-BP / random European pharma gain EU rights to Ibtrozi may create an"
[X Link](https://x.com/A_May_MD/status/2003623454139146469) 2025-12-24T00:27Z 23.6K followers, 28.4K engagements
"In the [----] @pawcio2009 BioPick competition #2 $RGLS (+416%) was my pick for the year and #1 $ABVX (+1742) was the largest position by cost basis that I had ever taken. With $RGLS having been bought out early in the year *before* the '25 bull run I was able to sequence/chain those returns as well. $NKTR multibagging was in the middle of that sequence. All [--] of those names were cheap heavily discounted "shitcos" that many wrote off. If you were to get parlay odds on $RGLS $NKTR and $ABVX all having multibagger upside (let alone how big their returns actually ended up being) in [----] they would"
[X Link](https://x.com/A_May_MD/status/2006724860211257480) 2026-01-01T13:51Z 23.6K followers, 59.3K engagements
"The normies are waking up $TARS Im going to kill mine. No longer want to share my eyelids https://t.co/yPa979cgpI Im going to kill mine. No longer want to share my eyelids https://t.co/yPa979cgpI"
[X Link](https://x.com/A_May_MD/status/2007868592398987324) 2026-01-04T17:35Z 23.6K followers, 63.5K engagements
"$ZBIO 👇🏻👇🏻👇🏻🤷🏻♂ $ZBIO $LLY $CLYM $CGEM $AMGN $CABA $KYTX https://t.co/fu9sDm5tAQ $ZBIO $LLY $CLYM $CGEM $AMGN $CABA $KYTX https://t.co/fu9sDm5tAQ"
[X Link](https://x.com/A_May_MD/status/2008156127423500472) 2026-01-05T12:38Z 23.6K followers, 33.6K engagements
"@cremieuxrecueil This wont make it to market @RemindMe_OfThis in [--] years"
[X Link](https://x.com/A_May_MD/status/2008623308644774032) 2026-01-06T19:34Z 23.6K followers, [----] engagements
"@GermanBiotech Fun to juxtapose the this guy has blocked you message right next to their bullish pinned tweet on $AFMD (currently trading at $0.00030 - no not a typo -99.9997% from high). Tschss"
[X Link](https://x.com/A_May_MD/status/2009082905197424816) 2026-01-08T02:01Z 23.7K followers, [----] engagements
"@Justin_McD01 @MeadowCapital @HJK59373133 Why You wanna borrow a tissue baggie boy"
[X Link](https://x.com/A_May_MD/status/2013736116596199723) 2026-01-20T22:11Z 23.6K followers, [---] engagements
"Not only is $NTLA trading up since before the hold was placed $NTLA is up 60% () since the first close after they announced the patients death. Up almost 100% from the post-news bottom. If you think this move is anything other than a squeeze in a high beta name good luck to you. Reminder that at $14 $NTLA is *already* trading higher than when the FDA hold was put in place. Novice retailers getting this twisted. Theres no take backs on a Hys Law case. That is the real problem here not an FDA hold that may well be temporary. The platform is Reminder that at $14 $NTLA is *already* trading higher"
[X Link](https://x.com/A_May_MD/status/2014396830864343381) 2026-01-22T17:56Z 23.6K followers, 40.9K engagements
"A whole lot of that freshly minted shine is about to wear off. $APGE -short"
[X Link](https://x.com/A_May_MD/status/2014735543007896023) 2026-01-23T16:22Z 23.7K followers, 51.6K engagements
"@cremieuxrecueil @RemindMe_OfThis Ok [--] years was too forgiving. @RemindMe_OfThis in [--] year. $GUTS"
[X Link](https://x.com/A_May_MD/status/2016913357790728204) 2026-01-29T16:36Z 23.6K followers, [----] engagements
"$NVO - whoa 😳"
[X Link](https://x.com/A_May_MD/status/2018731648330661904) 2026-02-03T17:01Z 23.6K followers, 25.2K engagements
"@grok @JoseRestonVA WOW $NKTR AND $ABVX YOURE A GREAT ANALYST GROK NEVER CHANGE"
[X Link](https://x.com/A_May_MD/status/2018733677077737546) 2026-02-03T17:09Z 23.6K followers, [----] engagements
"GLP-1 earnings reports playbook: 1) $NVO: Guys its not looking great for GLP-1 sellers ***$NVO and $LLY sell off*** 2) $LLY: Huh Nah were good. ***$NVO stays down $LLY rips*** 3) Repeat"
[X Link](https://x.com/A_May_MD/status/2019030882745802914) 2026-02-04T12:50Z 23.7K followers, 28.2K engagements
"Will be interesting to watch Ro smoke $HIMS by playing the slow game building relationships with pharma by only operating in legitimate channels and catching the rising tide of DTC/telehealth as a partner to Pharma while $HIMS has outed itself as a bad faith partner and parasite to the industry that should be permanently shunned from what couldve been a lucrative/useful business model"
[X Link](https://x.com/A_May_MD/status/2019104653691220070) 2026-02-04T17:43Z 23.6K followers, [----] engagements
"@AppleHelix $LLY mAb is nondepleting. Negative readthrough to $ZBIO positive readthrough to $CLYM"
[X Link](https://x.com/A_May_MD/status/2019128600407207961) 2026-02-04T19:19Z 23.6K followers, [----] engagements
"@avidresearch @grok [---] mg cardiac issues"
[X Link](https://x.com/A_May_MD/status/2019144196310069662) 2026-02-04T20:21Z 23.7K followers, [----] engagements
"Im glad that it seems nearly everyone is finally realizing what a bad actor this company has been. Totally different topic than their obscene news from yesterday. $HIMS Why this #SuperBowl2026 ad is so misleading and bad gift link https://t.co/EldV5GCxRq https://t.co/BxTzIFKeVU Why this #SuperBowl2026 ad is so misleading and bad gift link https://t.co/EldV5GCxRq https://t.co/BxTzIFKeVU"
[X Link](https://x.com/A_May_MD/status/2019824139624972309) 2026-02-06T17:22Z 23.6K followers, 44.6K engagements
"Do people even realize how bad things could get for $HIMS Flash back to my post on $HIMS [--] months ago where I was already highlighting a little-recognized/understood threat for HIMS that could seriously destabilize the company/stock. 👉👉The convertible debt deal. In May the company sold convertible $1B worth of convertible notes at a $70 strike price with 0% interest maturing in [----]. The stock was slightly $60 at the time. Naturally retail bulls pumped this deal as "selling stock to hedge funds at $70 when the stock was under $60" It's obviously idiotic to believe that hedge funds are that"
[X Link](https://x.com/A_May_MD/status/2020232779561128375) 2026-02-07T20:26Z 23.6K followers, 34.7K engagements
"You are saying that believe pharma IP should not be protected. This would be the end of all new drugs forever. If youre so passionate about dying in this hill go work FOR FREE in a lab somewhere for the rest of your life trying to discover new drugs. You and millions of other people doing that FOR FREE is what it would take for us to continue to have new medicines in this childlike fairytale world youre imagining. Grow up Jfc"
[X Link](https://x.com/A_May_MD/status/2020307091387187269) 2026-02-08T01:22Z 23.6K followers, [---] engagements
"@grok Oh wow so Andrew Dudum controls 90% of $HIMS voting power. Is there any way in which this could be a bad idea"
[X Link](https://x.com/A_May_MD/status/2020547717039092090) 2026-02-08T17:18Z 23.7K followers, [----] engagements
"@Ashwinreads Nice If liposomal delivery worked for sema $NVO would have simply done it 😅"
[X Link](https://x.com/A_May_MD/status/2021009962173161478) 2026-02-09T23:54Z 23.6K followers, [----] engagements
"@Vulpescap $ABVX was in the $60s all day in the open market the day data came out"
[X Link](https://x.com/A_May_MD/status/2021273182221578393) 2026-02-10T17:20Z 23.6K followers, [----] engagements
"@Alexdiazneira8 @Vulpescap @JoseRestonVA @PrestonWidmer Was literally just talking about being unable to find any here in the US like [--] minutes ago 😭 Weve got prosciutto NO THANKS"
[X Link](https://x.com/A_May_MD/status/2021296171499581751) 2026-02-10T18:52Z 23.6K followers, [---] engagements
"@DueDoctor Believe it or not theyre still there desperately holding this turd up higher than it should be"
[X Link](https://x.com/A_May_MD/status/2021397962258272439) 2026-02-11T01:36Z 23.6K followers, [----] engagements
"@grok @D3GSolutions @ns123abc @RemindMe_OfThis remind me of this tweet in [--] years"
[X Link](https://x.com/A_May_MD/status/2021409525870494148) 2026-02-11T02:22Z 23.6K followers, [---] engagements
"@Ashwinreads This issue is why $HIMS stock is $17 now. The reason that its still $10 is the cohort of people who refuse to believe the issue is real 😅"
[X Link](https://x.com/A_May_MD/status/2021617741388513443) 2026-02-11T16:10Z 23.6K followers, [----] engagements
"@aggregategains Price to sales ratiosfora pre-commercial biotech Lmao"
[X Link](https://x.com/A_May_MD/status/2021635484011917579) 2026-02-11T17:20Z 23.6K followers, [----] engagements
"@BastianelliLore $HIMS bulls have moved onto the [----] bull thesis now I see"
[X Link](https://x.com/A_May_MD/status/2021706187658383487) 2026-02-11T22:01Z 23.6K followers, [----] engagements
"@CloisterRes [--] year ago to this day I was having the same conversation on BBIOthat worked out well. Obviously $NVO is a different beast but agree on the reaction"
[X Link](https://x.com/A_May_MD/status/2022394973451358441) 2026-02-13T19:38Z 23.7K followers, [----] engagements
"$ABVX 16.4% clinical remission delta. Black swan level upside incoming"
[X Link](https://x.com/A_May_MD/status/1947750241081384988) 2025-07-22T20:06Z 23.7K followers, 127.2K engagements
"Ok $HIMS are trolls back at it with the insults for me. Since you requested it. Here's my YTD gains (+793%) and [--] month (since my TD account transferred to Schwab) gains (+9263%). If this is what you call a "loser" what does that make you Trav Now be quiet and try to learn how to actually analyze a company. You're not gonna be able to ride the shitco beta rally forever buddy. You're wasting your time repeatedly trying to insult somebody who has done things you could literally never even dream of achieving when you could actually be on here learning something. Do better"
[X Link](https://x.com/A_May_MD/status/1952500296048849359) 2025-08-04T22:42Z 23.7K followers, 58.4K engagements
"The #GreatBioRotation could potentially finally be happening 🙏🏻 [--] handle on the 10y fields by fall 🙏🏻 🙏🏻 🙏🏻 $XBI $BBC"
[X Link](https://x.com/A_May_MD/status/1958896303154372793) 2025-08-22T14:17Z 23.7K followers, 38K engagements
"$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 $BBC"
[X Link](https://x.com/A_May_MD/status/1970093853714874523) 2025-09-22T11:52Z 23.7K followers, 14.8K engagements
"$QURE is a lock imo. FDA agreed to [--] year external control with the [--] 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) 2025-10-19T20:05Z 23.7K followers, 23.8K engagements
"OkIll bite. Whats going on with $ABVX"
[X Link](https://x.com/A_May_MD/status/1983891943156293739) 2025-10-30T13:41Z 23.7K followers, 64.6K engagements
"Absolutely BRTUAL of the FDA to change their stance on the $QURE trial design *after* the study has run for [--] years. If you thought there was public backlash for $REPL with their relapsed/refractory melanoma population buckle up.Because Huntington's disease docs patients and patient support groups are about the absolutely flip out.understandably so"
[X Link](https://x.com/A_May_MD/status/1985324011757179179) 2025-11-03T12:31Z 23.7K followers, 155.9K engagements
"My first ever post on my returns (I have shared a screenshot or two in the comments combatting trolls). [----] ➡+1667% [----] ➡+510% 9yr IRR➡+154% (yes +154% per year over the last [--] years). For the [----] and [----] returns I have easily accessible screenshots to show you but that's as far back as those go my as TD Ameritrade account migrated to Schwab in late [----]. I finally got around to working out the [--] year IRR which is Dietz-modified (accounting for all withdrawals and deposits over that time meaning the return numbers are NOT impacted by simply adding money to the account - same goes for the"
[X Link](https://x.com/A_May_MD/status/2006736158978363870) 2026-01-01T14:35Z 23.7K followers, 258.6K engagements
"Ive gotten a lot of messages asking about my BioPick selection for this year $TENX. Ive responded to a few but dont have the time to respond to everyone. I actually considered making $TENX an official pitch but I dont think I can get there on the risk/reward skew to say that this is one of the best setups Ive ever seen like I try to do for official pitches. Still its been an obscure name and IMO very clearly has a heavily underappreciated [----] catalyst that many people don't know about so I think it's worth talking about. I am long currently and theres a decent chance that Ill be exposed to"
[X Link](https://x.com/anyuser/status/2011457302096748706) 2026-01-14T15:16Z 23.7K followers, 119K engagements
"Reminder that at $14 $NTLA is *already* trading higher than when the FDA hold was put in place. Novice retailers getting this twisted. Theres no take backs on a Hys Law case. That is the real problem here not an FDA hold that may well be temporary. The platform is tainted by the mother of all safety problems - Hys Law. Period. @Marahayter @RNAiAnalyst This is exactly whats wrong with your logic Was $25 before the hold Wrong. $NTLA stock was $13 on the day *before* the hold was announced (Oct 29th). $NTLA IS ALREADY TRADING HIGHER THAN IT WAS ***BEFORE*** THE FDA HOLD WAS PLACED. Youre talking"
[X Link](https://x.com/A_May_MD/status/2014318193158869293) 2026-01-22T12:44Z 23.7K followers, 44.6K engagements
"(Long $NVO $LLY and short $HIMS still like I said I was last night)"
[X Link](https://x.com/A_May_MD/status/2019898224832573682) 2026-02-06T22:17Z 23.7K followers, [----] engagements
"@compound248 Yesterday: Yet $NVO is barely up after hours and $HIMS is barely down after hours. I have positioned my portfolio accordingly 🤷🏻♂ Dont forget that $NVO long. If compounding really is getting squashed here that $NVO upside probably beats the $HIMS downside. FDA is stepping up within a matter of a few hours on the newest $HIMS oral semaglutide scam. This is a COMPLETE reversal of how the FDA has previously been (insanely) lenient with the mass compounding personalization scam that $HIMS has run for the injectable drug. Yet FDA is stepping up within a matter of a few hours on the"
[X Link](https://x.com/A_May_MD/status/2019916733490827443) 2026-02-06T23:30Z 23.7K followers, [----] engagements
"@ResearchPulse1 It had better be the domino that knocks down their entire GLP-1 scam. If the FDA or US courts cant accomplish the very most basic protection of medical innovation itll be an absolute humiliation. @DrMakaryFDA @US_FDA $HIMS"
[X Link](https://x.com/A_May_MD/status/2020225506910536059) 2026-02-07T19:57Z 23.7K followers, [----] engagements
"@RNAiAnalyst TBT to when $MLTX hid their P2 humira arm response data because generic humira beat the high dose of their drug. which went on to fail a phase [--] trial. I think you included the wrong ticker in this tweet by mistake"
[X Link](https://x.com/A_May_MD/status/2021330281341305004) 2026-02-10T21:07Z 23.7K followers, [----] engagements
"@hannibalspeaks @seedy19tron @Biohazard3737 Theyre guiding for [--] AtD and hopefully [--] AA [--] actually makes a lot of sense for P3 AtD since the Q12W dose is clearly viable adding arms and diluting powering"
[X Link](https://x.com/A_May_MD/status/2021331436905607250) 2026-02-10T21:12Z 23.7K followers, [----] engagements
"@waymoproblems @Ashwinreads Their ex GLP1 revenue is basically not even breaking even"
[X Link](https://x.com/A_May_MD/status/2021626704280924441) 2026-02-11T16:45Z 23.7K followers, [---] engagements
"@TheBiotechBear @grok what kind of tree is that"
[X Link](https://x.com/A_May_MD/status/2021659249873699095) 2026-02-11T18:55Z 23.7K followers, [----] engagements
"@D3GSolutions @Mr_Derivatives Lllliiiiiaaaarrrrr"
[X Link](https://x.com/A_May_MD/status/2021768702530568222) 2026-02-12T02:09Z 23.7K followers, [---] engagements
"@D3GSolutions @Mr_Derivatives Incredible trying to keep the lie going in spite of irrefutable and unreconcilable contradictions posted hours apart. Bizarre behavior 🤷🏻♂"
[X Link](https://x.com/A_May_MD/status/2021775939995062699) 2026-02-12T02:38Z 23.7K followers, [---] engagements
"@Bio_Fuse Selling none until I have to (options expiring may limit liquidity) or am compelled by price (which the stock price is not even close to currently)"
[X Link](https://x.com/A_May_MD/status/2022030864469962902) 2026-02-12T19:31Z 23.7K followers, [---] 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 😉 https://www.nobelprize.org/prizes/medicine/2025/popular-information/ https://www.nobelprize.org/prizes/medicine/2025/popular-information/"
[X Link](https://x.com/A_May_MD/status/1975162898436489372) 2025-10-06T11:35Z 23.7K followers, 32.5K engagements
"Ok so time to get serious on $NTLA. It is going to single digits. Total operating expenses in 1H25 were $261M. That means that at the moment they would have $500M cash. 107.3M shares outstanding means $4.66/share is cash value. BOTH of their lead programs have now had G4 liver events with today's event also having elevated bilirubin. This means Hy's law was met. If you don't know what that is read up. This is OVER. These programs should be stopped as both HAE and ATTR have multiple SAFE and highly efficacious treatment options. Hy's law tells us that if they move forward (and somehow get the"
[X Link](https://x.com/A_May_MD/status/1982810115179700587) 2025-10-27T14:02Z 23.7K followers, 125.1K engagements
"Hahaha ok so $HIMS is now not just scamming pharma companies for their IP theyre also scamming their own patients too Theyre making a semaglutide pill *without* the (proprietary) SNAC formulation that $NVO uses to prevent the peptide from being totally dissolved/digested right when you swallow it. YOUR STOMACH BREAKS DOWN PEPTIDES WHEN YOU SWALLOW THEM. $NVO uses a proprietary technology called SNAC to make their oral formulation more bioavailable. $HIMS cannot. Patients are buying a dud here thinking its similar to the real deal. SCAM. Itll be biologically active sure but bioavailability for"
[X Link](https://x.com/A_May_MD/status/2019435502739329255) 2026-02-05T15:38Z 23.7K followers, 205.7K engagements
"FDA is stepping up within a matter of a few hours on the newest $HIMS oral semaglutide scam. This is a COMPLETE reversal of how the FDA has previously been (insanely) lenient with the mass compounding personalization scam that $HIMS has run for the injectable drug. Yet $NVO is barely up after hours and $HIMS is barely down after hours. I have positioned my portfolio accordingly 🤷🏻♂ FDA commissioner is referring to $HIMS here right TIMBER FDA commissioner is referring to $HIMS here right TIMBER"
[X Link](https://x.com/A_May_MD/status/2019557825622745393) 2026-02-05T23:44Z 23.7K followers, 54.2K engagements
"Well this might be the fastest a take of mine has aged like fine wine. $HIMS just BLEW IT. To me this reads like their whole GLP-1 franchise is going to be under extra scrutiny not just the new bogus pill. What theyve just done is akin to getting pulled over for doing [--] in a school zone *while carrying drugs in the car*. They did something egregious to get the laws attention thus bringing even more scrutiny and pain upon themselves for the *other* egregious shit they were already doing and somehow getting away with. This could be *hugely* detrimental to $HIMS which has basically been a dying"
[X Link](https://x.com/A_May_MD/status/2019897966476116168) 2026-02-06T22:16Z 23.7K followers, 69.4K engagements
"@HimsHersComms You are all crooks and what youve done with GLP-1s is fundamentally immoral"
[X Link](https://x.com/A_May_MD/status/2020224743589503316) 2026-02-07T19:54Z 23.7K followers, 36.3K engagements
"IMO $HIMS entire GLP-1 operation is about to come down. $HIMS may backing off of the GLP-1 pill now but they opened Pandoras Box here coaxing the FDA into ***FINALLY*** cracking down on the overall GLP-1 mass compounding scam that $HIMS has been conducting/profiting from. Check the FDA press release: Notice that the word pill doesnt appear once. No mention of oral either. Thats clearly not what the FDA was specifically talking about - its literally not mentioned at all. The FDA is signaling that theyre cracking down on GLP-1 compounding in general and of course even named $HIMS specifically."
[X Link](https://x.com/A_May_MD/status/2020289600715899134) 2026-02-08T00:12Z 23.7K followers, 209.8K engagements
"@grok tell us about $HIMS class V shares who owns them and what effect this has on control of the company. $HIMS I'm seeing a lot of questions over my exit. I don't think that thesis is necessarily broken here. But it's cloudy. And the pill launch is just so confusing. It seems that at least one of these three things must be true. [--] The board was not consulted on this. It's $HIMS I'm seeing a lot of questions over my exit. I don't think that thesis is necessarily broken here. But it's cloudy. And the pill launch is just so confusing. It seems that at least one of these three things must be"
[X Link](https://x.com/A_May_MD/status/2020547059070242958) 2026-02-08T17:15Z 23.7K followers, 20.1K engagements
"$NVO exec: "Anybody who is infringing our patents should be very very much on notice that we take that seriously and that we will enforce our patents.If anybody out there thinks we will not this should be a wake-up call to them." (yes it's an actual quote - look out $HIMS) Live footage from Copenhagen of Danes spontaneously celebrating their largest corporation finally growing a spine: https://twitter.com/i/web/status/2020874182070804965 https://twitter.com/i/web/status/2020874182070804965"
[X Link](https://x.com/A_May_MD/status/2020874182070804965) 2026-02-09T14:55Z 23.7K followers, 12.4K engagements
"Man the hits just keep coming for $HIMS. Scott Gottlieb's comments below:"
[X Link](https://x.com/A_May_MD/status/2020883671545258185) 2026-02-09T15:33Z 23.7K followers, 19.4K engagements
"Omg $HIMS knows they are screwed. So what do they do Try to get as many patients locked into a *long term* GLP-1 treatment plan as possible in order to: 1) Use these patients as living breathing leverage to prevent an court injunction to stop GLP-1 production by saying BUT LOOK HOW MANY PEOPLE ARE USING OUR DRUG YOU CANT MAKE US STOP 2) Rack up as much $$$ as they can before regulators finally turn the lights off. Seriouslythey couldnt even wait a single day to launch the biggest sale ever (***but only if you lock in the long term deal***) How much more transparent can you be This company is"
[X Link](https://x.com/A_May_MD/status/2020956648550842371) 2026-02-09T20:23Z 23.7K followers, 63.8K engagements
"Fresh CNBC interview with head of DOJ on $HIMS. Please watch this if you still think that theyre only coming for the oral. This makes it very clear theyre going after the whole GLP-1 operation. Catastrophic for $HIMS"
[X Link](https://x.com/A_May_MD/status/2020975190277296561) 2026-02-09T21:36Z 23.7K followers, 66.2K engagements
"It's wild to juxtapose how slow the FDA has been to crack down on the egregious $HIMS activities while responding overnight that they have issue with a $NVO weight loss drug commericial saying that patients on the WEIGHT LOSS drug can."live lighter". That's the issue.what The problem they had with the $LLY commercial a few months ago was that is said something along the lines of "it's time to get busy living". I guess the FDA disagrees Some of this stuff is just literally factual ("live lighter".I mean yeah that's what happens when you lose weight). Bizarre FDA 😅 I'll refrain from"
[X Link](https://x.com/A_May_MD/status/2020980496180588727) 2026-02-09T21:57Z 23.7K followers, 19.7K engagements
"Let me pose a question: What if this $HIMS patient who spent [--] nights in the hospital from their GLP-1 (which the company failed to report to the FDA despite legal obligation to do so). was on one of these *personalized* doses of the GLP-1 that $HIMS literally makes up based on no medical data Ive been talking about this kind of liability all along. BAD news if so. $HIMS is absolutely ON A ROLL bugs in their manufacturing facility and failing to report major adverse events (3 nights of hospitalization) from their glp1 to the FDA as required by law. Of course the companys legendary retail"
[X Link](https://x.com/A_May_MD/status/2021015301840830550) 2026-02-10T00:16Z 23.7K followers, 22.4K engagements
"Lot's caveats to this as it's a rough calculation but given higher maintenance of EASI75 responses on $NKTR Q12W regimen and a very similar absolute rate of EASI75 on induction when compare to Dupixent. .A higher proportion of patients achieve EASI75 responses at [--] year on Rezpeg than on Dupixent. Again caveat emptor and further details on the data could change this a little but.who had this on their bingo card"
[X Link](https://x.com/A_May_MD/status/2021205521072554307) 2026-02-10T12:52Z 23.7K followers, 20.5K engagements
"$NKTR excellent strength into close despite $XBI floundering. Lets see that offering"
[X Link](https://x.com/A_May_MD/status/2021330484672741608) 2026-02-10T21:08Z 23.7K followers, 35.3K engagements
"Boom $300M $NKTR green tomorrow 🫡 https://ir.nektar.com/news-releases/news-release-details/nektar-therapeutics-announces-proposed-public-offering-0 $NKTR excellent strength into close despite $XBI floundering. Lets see that offering https://ir.nektar.com/news-releases/news-release-details/nektar-therapeutics-announces-proposed-public-offering-0 $NKTR excellent strength into close despite $XBI floundering. Lets see that offering"
[X Link](https://x.com/A_May_MD/status/2021331183901213041) 2026-02-10T21:11Z 23.7K followers, 28.3K engagements
"-this is some of the craziest shit I have ever seen this dude is an absolute unit"
[X Link](https://x.com/A_May_MD/status/2021334169322914086) 2026-02-10T21:23Z 23.7K followers, [----] engagements
"@ResearchPulse1 Guidance feels like a bit of a sandbag. Hopefully thats the case"
[X Link](https://x.com/A_May_MD/status/2021672157953372222) 2026-02-11T19:46Z 23.7K followers, [---] engagements
"Excellent upsized offering for $NKTR. The company is turning a new page here and IMO the stock is now on the march to $100+ which would still yield a much lower valuation relative to similar stage comps. Will share more thoughts in greater detail soon"
[X Link](https://x.com/A_May_MD/status/2021907984763502606) 2026-02-12T11:23Z 23.7K followers, 17K engagements
"Alright its done. [--] negative days in a row and shorted [--] days ago premarket higher than it ever traded in the open market. Take the money and run I guess. Still dont like the stock but its gone up plenty of times on stupid reasons before so maybe there will be another chance https://twitter.com/i/web/status/2022044156873650591 https://twitter.com/i/web/status/2022044156873650591"
[X Link](https://x.com/A_May_MD/status/2022044156873650591) 2026-02-12T20:24Z 23.7K followers, [----] engagements
"Try posting that youre short a popular meme stock the ASU frat leader just posted his DMs in case you wanna know what happens when you frame mog an innocent man while hes mid-jestermaxx https://t.co/3wvHhrJ0kJ the ASU frat leader just posted his DMs in case you wanna know what happens when you frame mog an innocent man while hes mid-jestermaxx https://t.co/3wvHhrJ0kJ"
[X Link](https://x.com/A_May_MD/status/2022123102847766918) 2026-02-13T01:38Z 23.7K followers, 13.3K engagements
"When I see Antonio saying some crazy shit that I know isnt going to end well"
[X Link](https://x.com/A_May_MD/status/2022145215881191805) 2026-02-13T03:06Z 23.7K followers, [----] engagements
"@Sanctuary_Bio @anthonystaj Whats cutoff of acceptable G3 diarrhea rate in your eyes"
[X Link](https://x.com/A_May_MD/status/2022371429002395833) 2026-02-13T18:04Z 23.7K followers, [----] engagements
"@BioStocks $HIMS #Shorts"
[X Link](https://x.com/A_May_MD/status/2022681809709064425) 2026-02-14T14:38Z 23.7K followers, [----] engagements
"I won't share in depth pitches like $NKTR often (2/year). Only with really compelling setups. I've got another one now. The market says PoS is VERY low and that upside could be 10x+. Like with $NKTR I think the data say success is far more likely than the market thinks. The name is $ABVX (Abivax)"
[X Link](https://x.com/A_May_MD/status/1947288945144021420) 2025-07-21T13:33Z 23.7K followers, 480.7K engagements
"Interesting read on the risk of treble damages that $HIMS *could* be liable for to $NVO. I really have no idea how likely it is that things go that far. Odds could be very high or very low as far as I know but I do know that if this were to happen it would be catastrophic for $HIMS. They simply cannot afford this especially with the convertible debt overhang. But again treble damages don't really have to happen for $HIMS to be at serious risk. Just having to stop GLP-1 compounding alone would be an absolute disaster for them. Subtract GLP-1 revenues add in substantially increased legal fees"
[X Link](https://x.com/A_May_MD/status/2020865929203048927) 2026-02-09T14:22Z 23.7K followers, 35K engagements
"Update. $NVO itself is already talking about the possibility for treble damages from $HIMS. They specifically address this possibility in the STAT interview this morning. The article is full of quotes from $NVO that all spell TROUBLE for $HIMS. This article has several of the most direct statements I've seen out of pharma execs. Novo is out for blood FINALLY after a year+ of looking spineless on this issue. I strongly recommend reading this article if you have any sort of stake in this situation. It legitimately surprised me how aggressive the tone is."
[X Link](https://x.com/A_May_MD/status/2020869737295610367) 2026-02-09T14:37Z 23.7K followers, 18.5K engagements
"$HIMS is absolutely ON A ROLL bugs in their manufacturing facility and failing to report major adverse events (3 nights of hospitalization) from their glp1 to the FDA as required by law. Of course the companys legendary retail investor base will say that these developments too are bullish. 🚨 BREAKING: FDA WARNED $HIMS 503B FACILITY MEDISOURCERX AFTER FINDING BUGS AND FAILING TO REPORT ADVERSE EVENT - Warning issued late [----] - In Jan [----] patient reported "severe" stomach issues from GLP-1 spent [--] nights in a hospital - Event not reported to the FDA w/in [--] https://t.co/yR8YhJlpBH 🚨"
[X Link](https://x.com/A_May_MD/status/2021013175554949521) 2026-02-10T00:07Z 23.7K followers, 52.5K engagements
"$LLY has successfully gaslit even experienced biotech investors into believing the $NKTR ISR situation is something much worse than it actually is. Listen to the doctors on this who all say it is no big deal *not* to LAWYERS who are working directly for a company thats actively engaged in a legal battle against $NKTR 🤦🏻♂ https://twitter.com/i/web/status/2021245440654447017 https://twitter.com/i/web/status/2021245440654447017"
[X Link](https://x.com/A_May_MD/status/2021245440654447017) 2026-02-10T15:30Z 23.7K followers, 12K engagements
"But everyone can see the launch numbers why wouldnt it be adequately priced in If I had a nickel"
[X Link](https://x.com/A_May_MD/status/2021660203180318833) 2026-02-11T18:58Z 23.7K followers, [----] engagements
"@LogicalThesis Pharma is definitely not my specialty and yet I am long 🤷🏻♂"
[X Link](https://x.com/A_May_MD/status/2022679305537327480) 2026-02-14T14:28Z 23.7K followers, [----] engagements
"@Funkdepot @LogicalThesis Yeah.thats literally what $NVO and $LLY are trying to shut down"
[X Link](https://x.com/A_May_MD/status/2022688234007073092) 2026-02-14T15:03Z 23.7K followers, [---] engagements
"This principle hit OX40 hard - $SNY $AMGN $APGE What about $CRVS and ITK 🤔 https://pmc.ncbi.nlm.nih.gov/articles/PMC7779661/ Good reminder to always check human LOF genetics and whether your drug phenocopies known disease biology. Evolution is the longest most underappreciated clinical trial. As noted by @Biohazard3737 https://pmc.ncbi.nlm.nih.gov/articles/PMC7779661/ Good reminder to always check human LOF genetics and whether your drug phenocopies known disease biology. Evolution is the longest most underappreciated clinical trial. As noted by @Biohazard3737"
[X Link](https://x.com/A_May_MD/status/2022733004980760686) 2026-02-14T18:01Z 23.7K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@A_May_MD Adam May
Adam May posts on X about $hims, $nvo, $nktr, $abvx the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [---------] +107%
- [--] Month [---------] +29%
- [--] Months [----------] +69%
- [--] Year [----------] +509%
Mentions: [--] #
- [--] Week [---] +31%
- [--] Month [---] +28%
- [--] Months [-----] +25%
- [--] Year [-----] +147%
Followers: [------] #
- [--] Week [------] +1.70%
- [--] Month [------] +3.70%
- [--] Months [------] +62%
- [--] Year [------] +289%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #3282 finance 12.76% countries 1.53% social networks 1.53% technology brands 1.53% cryptocurrencies 0.51% fashion brands 0.51% currencies 0.51% travel destinations 0.51%
Social topic influence $hims #45, $nvo #5, $nktr #1, $abvx #24, $lly #2, $ntla #9, fda #44, $xbi #7, if you 3.06%, $apge #2
Top accounts mentioned or mentioned by @preseidentmusk @grok @aggregategains @joserestonva @d3gsolutions @byebyegoodguy @bambossie81 @financebully @vulpescap @lkpreserve @logicalthesis @nikoliasgoninus @matfitz22 @duedoctor @1springthunder @rnaianalyst @michaelalbertmd @himshouse @mihaloi69rage @psyduckcapital
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Abivax SA (ABVX) Eli Lilly and Company (LLY) Intellia Therapeutics, Inc (NTLA) Apogee Therapeutics, Inc. (APGE) Amgen, Inc. (AMGN) Viking Therapeutics, Inc (VKTX) Tarsus Pharmaceuticals, Inc. (TARS) Synthetify (SNY) Kymera Therapeutics, Inc. (KYMR) Zenas BioPharma, Inc. (ZBIO) Lexeo Therapeutics, Inc (LXEO) Janux Therapeutics, Inc. (JANX) ImmunityBio, Inc. Common Stock (IBRX) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Climb Bio, Inc (CLYM) uniQure N.V. (QURE) Roivant Sciences Ltd. Common Shares (ROIV) Prometheus Biosciences, Inc. (RXDX) AbCellera Biologics Inc. (ABCL) Ikena Oncology, Inc. (IKNA) BridgeBio Pharma, Inc. Common Stock (BBIO) Scholar Rock Holding Corporation Common Stock (SRRK) Elevation Oncology, Inc. (ELEV) Olema Pharmaceuticals, Inc. (OLMA) Arrowhead Research Corporation (ARWR) Born in [--] (19) Ventyx Biosciences, Inc. (VTYX) Protagonist Therapeutics, Inc (PTGX) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Cytokinetics Inc. (CYTK)
Top Social Posts
Top posts by engagements in the last [--] hours
"$TARS Bunch of Betaville rumors have been wrong. I think a couple have been right but I dont remember which (Im sure others do and can remind me 🙏🏻). In any case confirmation bias for me on $TARS because I agree its a good takeout candidate. Hope they actually got this one right 😅. https://twitter.com/i/web/status/1851316132931600649 https://twitter.com/i/web/status/1851316132931600649"
X Link 2024-10-29T17:32Z 23.6K followers, 13K engagements
"$NKTR added $60M today in market capamazing how these tiny market caps can make big moves that are actually super small in terms of absolute valuation. Enterprise value is still well below these what these other comps had BEFORE they went into their data. No need to even complicate the valuation exercise beyond that simple observation at this point from my perspective"
X Link 2025-06-25T20:17Z 23.6K followers, 11K 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: [--] 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 2025-07-28T15:12Z 23.5K followers, [----] 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 [--] 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 [--] data The uniquness of obefazimods' will be"
X Link 2025-07-28T15:12Z 23.6K followers, 26.9K engagements
"$ABCL OX40L drug that was worth $0 yesterday is now worth even less. NPV negative asset. Also RIP to $IMA that just reverse merged into $IKNA. $SNY $NKTR $CRVS $APGE $AMGN"
X Link 2025-09-04T13:16Z 23.6K followers, 21K 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 [--] hours"
X Link 2025-09-04T21:29Z 23.6K followers, 76.6K 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 [--] week induction period (during which time they received only placebo no treatment). These "escape" patients switched over the Rezpeg treatment after [--] weeks (again assuming they had NOT responded defined as EASI50 response). [--] patients enrolled in the"
X Link 2025-09-18T13:35Z 23.6K followers, 116.8K engagements
"Alright time to adopt what was formerly the $VRNA GIF for $ABVX"
X Link 2025-10-30T15:26Z 23.6K followers, 13.7K engagements
"$DRUG $BBIO $VRNA $TARS $SRRK $LXEO $ELEV are a few others off the top of my head that Ive publicly posted about ahead of time and had multibagger upside on in the last couple years besides $ABVX and $NKTR. Plus of course many smaller winners both long and short. And of course my share of misses - nobodys perfect https://twitter.com/i/web/status/1985377481369485396 https://twitter.com/i/web/status/1985377481369485396"
X Link 2025-11-03T16:04Z 23.6K followers, [----] engagements
"Fully diluted $KYMR traded above a $10B market cap today before this offering. P1b open label data n30. 🤷🏻♂ 🫡"
X Link 2025-12-08T21:28Z 23.6K followers, 68.2K engagements
"@gcbioinv I cant believe these were the $OLMA poster guys 🤯"
X Link 2025-12-21T13:42Z 23.6K followers, [----] engagements
"$JANX my [--] year old son made me a tiny cushion with a line graph on it for Christmas. I love it https://t.co/bus8iRSSf2 my [--] year old son made me a tiny cushion with a line graph on it for Christmas. I love it https://t.co/bus8iRSSf2"
X Link 2025-12-25T18:28Z 23.6K followers, 25.5K engagements
"This is a biotech stock that is up a ton for no good reason. It will go down significantly soon likely Q1. 🫡"
X Link 2025-12-26T14:35Z 23.6K followers, 77.8K engagements
"@pawcio2009 Hopefully $PALI pulls and $ARWR 🫡"
X Link 2026-01-03T20:15Z 23.6K followers, [----] engagements
"@financebully 1) it is not effective enough to be launched 2) it does not compete with 2x/year infusion with greater efficacy 3) the stock was at $19 when I tweeted this back in [----] not $7 so Im not sure where $7 comes from"
X Link 2026-01-05T12:58Z 23.5K followers, [----] engagements
"Fr though. $VTYX is in my opinion a cardiometabolic acquisition by $LLY that is almost certainly unrelated to Abivax. I also dont buy the idea that $LLY was salivating over competing in the RP market but 🤷🏻♂"
X Link 2026-01-07T00:07Z 23.6K followers, 18.8K engagements
"CNBC writing about a biotech M&A boom $XBI $BBC $XBI BIG PHARMA RACE TO SNAP UP BIOTECH ASSETS AS $170 BILLION PATENT CLIFF LOOMS $ABVX $PTGX $MDGL $VKTX $CYTK Source: https://t.co/kwJbd3GVxW https://t.co/O6ATKy1GUd $XBI BIG PHARMA RACE TO SNAP UP BIOTECH ASSETS AS $170 BILLION PATENT CLIFF LOOMS $ABVX $PTGX $MDGL $VKTX $CYTK Source: https://t.co/kwJbd3GVxW https://t.co/O6ATKy1GUd"
X Link 2026-01-07T12:01Z 23.6K followers, 30.8K engagements
"Hey @grok is sepsis a common proximate cause of death in patients with drug induced liver failure"
X Link 2026-01-09T18:41Z 23.4K followers, 60K engagements
"$ABVX has an unofficial bid for $200/share if you believe the reporting out of France this morning plus two more potential bidders circling. Of course the source is reputable enough that the little old Wall Street Journal has picked up the story as well. Trade it however you want. My hands are tied (in the manner that Eddie's are below) because IMO it all is simply a matter of time🥱"
X Link 2026-01-12T12:43Z 23.4K followers, 47.4K engagements
"https://www.reuters.com/business/healthcare-pharmaceuticals/abbvie-talks-buy-biotech-revolution-medicines-wsj-reports-2026-01-07/ https://www.reuters.com/business/healthcare-pharmaceuticals/abbvie-talks-buy-biotech-revolution-medicines-wsj-reports-2026-01-07/"
X Link 2026-01-12T14:27Z 23.4K followers, [----] engagements
"A few serious/non-memey words on $ABVX for the first time in a while. Nobody knows how much of this M&A rumor smoke coming out of France is real. A deal if any could be happening soon or it could take quite some time. What I do know is that I have never once wavered in my preference for them to wait until after the maintenance data hits to sell the company because this should help solidify their position and get a higher price (not to mention some potential tax implications). Those who read my pitch on $ABVX back in the day may recall that the incredible strength of Obefazimod's P2b"
X Link 2026-01-12T15:57Z 23.4K followers, 30.4K engagements
"Great article altogether by @KevinLMak on how he arrives at an $ABVX bull thesis as a generalist. You should read the whole thing but the lines below are far too good not to share: 👉"The result is an unusual dynamic. You get the benefit of shared understanding without the usual overvaluation that consensus creates. In that sense this is a meta-contrarian position. It is locally consensus within biotech but globally ignored. The usual mechanism by which consensus ideas become fully priced never really engages."👈 (Exceptionally good writing paired with exceptionally strong logic &"
X Link 2026-01-18T19:23Z 23.6K followers, 60K engagements
"@alc2022 Perfect union of scammers"
X Link 2026-01-18T22:22Z 23.6K followers, [----] engagements
"I know (and understand why) theres a lot of speculation around the credibility of the La Lettre articles on $ABVX M&A. I have no idea whether the reporting is legit. Could it be made up BS as part of some pump and dump scheme Absolutely it could. But [--] notes that dont really add up to that conclusion: 1) The bizarrely aggressive $ABVX call buying that got everyones attentionthose could only have ever made any money with an actual $ABVX buyout. They were so far out of the money that there was no chance any rumor of any provenance could ever have turned a profit on them. Those were bets"
X Link 2026-01-20T12:07Z 23.6K followers, 45.5K engagements
"@icefordinneryum @PickingMyOwn Such as $KYMR The market is convinced KYMRs drug will be very safe so not really. Safety is the big big big question for a small molecule in a disease like this. KYMR has a mechanistic safety argument that $CRVS lacks"
X Link 2026-01-20T12:40Z 23.6K followers, [----] engagements
"The other $ABVX M&A rumor article of the day from Reuters with interview/quotes from Marc de Garidel If you just read the headline or skimmed the article it may sound like a dismissal of the idea that there has been active M&A interest. Still the wording/phrasing here is all seemingly very intentional and clearly leaves open the possibility that an "informal" meeting with Bercy actually did occur as the original reporting claimed. Which after the French agency publicly denied that there were discussions ongoing was the only explanation that could satisfy both Bercy and the La Lettre"
X Link 2026-01-20T15:17Z 23.6K followers, 30.5K engagements
"$VKTX had zero biotech specialist investors backing it because it was a turd all along. $ABVX is the polar opposite and it will be bought out this year (imo and unless they opt to play the Crohns data in which case it sells in early 27). Holding through that would be one way to make money. Selling calls on the volatility like you mention could certainly be another. Only way Settle down. This is NOT Viking therapeutics. Full stop. https://twitter.com/i/web/status/2013667541210505232 https://twitter.com/i/web/status/2013667541210505232"
X Link 2026-01-20T17:38Z 23.5K followers, 11K engagements
"@GeneInvesting sure talks about me a lot for someone that he has blocked. Someone make sure he gets this please. $NTLA (Buy = Buy to cover obv)"
X Link 2026-01-22T02:10Z 23.4K followers, 19.7K engagements
"Not huge by $ amount but $BMY not giving up on TCEs yet 🤷🏻♂ $JANX $VIR $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://t.co/BAjXr43tyQ $JANX Janux - Investor Relations - Janux Therapeutics Announces Collaboration and Exclusive Worldwide License Agreement with Bristol Myers Squibb to Develop a Novel Tumor-Activated Therapeutic for Solid Tumors https://t.co/BAjXr43tyQ"
X Link 2026-01-22T12:13Z 23.6K followers, 16.7K engagements
"This is exactly whats wrong with your logic Was $25 before the hold Wrong. $NTLA stock was $13 on the day before the hold was announced (Oct 29th). $NTLA IS ALREADY TRADING HIGHER THAN IT WAS BEFORE THE FDA HOLD WAS PLACED. Youre talking as if the hold itself is the problem for $NTLA. Its not. The problem is that their drug caused a case of Hys Law that ultimately ended in the patients death. THAT is what caused the stock price to collapse to below current levels. The hold isnt the big issue. The main issue is that the drug has encountered a massive safety issue. There is no"
X Link 2026-01-22T12:42Z 23.4K followers, 24.4K engagements
"$NTLA up almost 25% from before the death was announced. Patient dies = stock goes up Not a standard pattern by any stretch"
X Link 2026-01-22T17:58Z 23.4K followers, [----] engagements
"@RNAiAnalyst I think you can derive from your own statement that lots of people would"
X Link 2026-01-22T18:20Z 23.6K followers, [----] engagements
"Believe me Im not getting involved in the current $IBRX drama. I offer zero opinion or take on its current day value/movement. Dont ask dont tell. But its very funny how people repeatedly try to call me out on prior (yes PRIOR) shorts that have just been absolutely decimated since I was first bearish on them. $IBRX $NTLA $HIMS $IOVA $VKTX A few years ago @A_May_MD called $IBRX a scam. I am waiting to hear if he has updated his opinions. I would bet that he hasn't. A few years ago @A_May_MD called $IBRX a scam. I am waiting to hear if he has updated his opinions. I would bet that he hasn't"
X Link 2026-01-23T01:05Z 23.6K followers, 47.2K engagements
"Oh my sweet summer child. What do you know of fear Fear is for the long night when the sun hides its face for years at a time and little children are born and live and die all in darkness -biotech for the last [--] years until this dude started trading biotech in November $XBI $BBC Whos going to tell him Whos going to tell him"
X Link 2026-01-28T01:34Z 23.6K followers, 25.9K engagements
"@charle77238 Glwt"
X Link 2026-01-29T18:01Z 23.4K followers, [----] engagements
"@PikaCapital Covered a few thousand shares on this 10% dip this morning to $62s $63s. Still plenty more to go. $AMGN confirming this morning that the target is simply not worth taking to market. #Short $APGE"
X Link 2026-01-30T16:57Z 23.4K followers, [----] engagements
"Ehem $APGE #BlackBoxWarning Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa. Another OX40 update and it's not good. On an analyst call Sunday Kyowa Kirin disclosed a case of Karposi's sarcoma with rocatinlimab in a "high risk" patient according to a Jefferies note. Recall last week $AMGN returned roca to Kyowa"
X Link 2026-02-02T12:56Z 23.6K followers, [----] engagements
"@houndcl Bro moved on from scamming on $IOVA"
X Link 2026-02-02T15:04Z 23.6K followers, [----] engagements
"@JoseRestonVA @grok who should $NVO buy* *analyze only stocks I am holding as candidates"
X Link 2026-02-03T17:05Z 23.4K followers, [----] engagements
"@Optimistic24228 Had $VKTX permabulls telling me I was an idiot for the better part of a year while I kept telling them that their 100mg PER DAY oral peptide approach was going nowhere fast. Blatant denial of a very basic reality"
X Link 2026-02-04T01:25Z 23.5K followers, [----] engagements
"Bonus: Dave Ricks on the call: Now watch this orfo launch"
X Link 2026-02-04T12:50Z 23.6K followers, 10.2K engagements
"$LLY close to breaking ATH. $NVO close to breaking 52wk low. 😮💨😮💨😮💨 What reverses that momo if anything"
X Link 2026-02-04T13:44Z 23.6K followers, [----] engagements
"Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6 Veradermics pulled off a $256M upsized IPO for its oral version of Rogaine a debut that points to renewed investor appetite for biotech listings. https://t.co/BLn5JR8Qy6"
X Link 2026-02-04T20:14Z 23.6K followers, 33.4K engagements
"@grok whats the half life of minoxidil sulfate"
X Link 2026-02-04T20:14Z 23.6K followers, 10.9K engagements
"@Focus_NOPAT @ebedruachelohim Overly simplistic take. Shooting guns is legal. Shooting guns when the bullets hit people is not. Compounding has its place and $HIMS has BLATANTLY crossed that line"
X Link 2026-02-05T16:56Z 23.3K followers, [---] engagements
"@mukund Because $NVO did all the work and encountered all of the expense to get the drug investigated and approved. What $HIMS is doing here is an absolute scam to the system"
X Link 2026-02-05T16:58Z 23.4K followers, [----] engagements
"@cloud_walker200 Well novo paid $1.8B for it [--] years ago. Implies a decently high barrier"
X Link 2026-02-05T21:22Z 23.4K followers, [----] engagements
"@slk349390919 They dont run any trials. Im astonished theyre even considering this. Truly insane"
X Link 2026-02-05T22:14Z 23.4K followers, [---] engagements
"FDA commissioner is referring to $HIMS here right TIMBER FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-05T23:27Z 23.6K followers, 131.9K engagements
"@TimIrani $6 Dang bro"
X Link 2026-02-06T00:06Z 23.3K followers, [---] engagements
"$HIMS longs are a special breed (116K followers). My #1 position Im not sure"
X Link 2026-02-06T01:57Z 23.6K followers, [----] engagements
"@drsprs Im not opposed to the test itself - dont mean to imply that. But the marketing that $HIMS conducts should be regulated as heavily as any pharma company. Theyre beyond playing fast and loose on that front and always have been"
X Link 2026-02-06T18:01Z 23.4K followers, [----] engagements
"Coincidence that $HIMS has suddenly taken down all ads touting the same active ingredient as Wegovy $HIMS may have finally called enough attention to their bullshit antics to get regulators to finally crack down on them. This could end up being much worse for them than simply being told not to launch the pill they announced yesterday - it could threaten their entire (STOLEN) GLP1 business. Own goal of epic proportions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations"
X Link 2026-02-06T21:36Z 23.6K followers, 130.8K engagements
"@Paul_Heckman_ @peter_mantas Roughly [--] min"
X Link 2026-02-06T22:21Z 23.4K followers, [---] engagements
"Though I did cover a fraction of the Hims shares on todays did which was clearly a mistake. Oh well"
X Link 2026-02-06T22:23Z 23.6K followers, [----] engagements
"@masterlongevity Legitimately they could be messing up the game for many other compounders which is why this could be really big news for $NVO & $LLY"
X Link 2026-02-06T22:42Z 23.4K followers, [----] engagements
"@TheRealBirnbaum Might be the hardest Ive ever laughed at anyone"
X Link 2026-02-06T23:00Z 23.4K followers, [---] engagements
"@PreseidentMusk Did you watch"
X Link 2026-02-06T23:27Z 23.4K followers, [---] engagements
"@PreseidentMusk @US_FDA Hahaha ok. Keep watching I guess 🤷🏻♂"
X Link 2026-02-07T01:29Z 23.4K followers, [---] engagements
"@PreseidentMusk @US_FDA 1) ok 2) ok 3) ok"
X Link 2026-02-07T01:37Z 23.4K followers, [---] engagements
"@TravisHoium So your opinion on this has changed now that its the department of justice and the food and drug administration both going after $HIMS and not $NVO doing it right"
X Link 2026-02-07T16:09Z 23.5K followers, [---] engagements
"And just for the record the hedge funds who bought these $HIMS convert notes in May largely did it because they wanted to short the stock. Not because they were getting hosed by retail and Dudum by buying notes above market value. They arent idiots and many of them were likely NOT $HIMS bulls. $HIMS basically monetized their stocks tendency to short squeeze and in so doing prevented any major squeeze from ever happening again. Unironically few understand this"
X Link 2026-02-07T20:34Z 23.6K followers, [----] engagements
"@LogicalThesis 💯 Exactly. And this is clearly what happened. Short interest rocketed and yet it never could squeeze again"
X Link 2026-02-07T20:37Z 23.5K followers, [----] engagements
"@Mr_CryptoX @SharkChart @7aboob411 @TheLongInvest wtf do you think their injectable GLP1 is Its stolen the same way as the pill wouldve been. Insane you people cannot understand this"
X Link 2026-02-07T22:59Z 23.6K followers, [---] engagements
"@iWatchUSleeeep @SharkChart @TheLongInvest The injectable GLP-1 that $HIMS has been selling is stolen too. Trouble"
X Link 2026-02-07T23:00Z 23.5K followers, [---] engagements
"@RentYourStocks @Crod4Life21 @Ze1ooooo @optionscjp Hahahhhahahaa you think $NVO is going to partner with $HIMS on the pill"
X Link 2026-02-08T00:36Z 23.4K followers, [---] engagements
"@nikoliasgoninus Im convinced the government agreed to protect drug innovation in exchange for lower drug prices In what world is this not a win-win Youre out of your mind"
X Link 2026-02-08T00:38Z 23.5K followers, [----] engagements
"@RentYourStocks @Crod4Life21 @Ze1ooooo @optionscjp Well novo has already partnered the pill with other telehealth companies and not with $HIMS before Hims went and did thisso they already werent willing to partner with HIMS before this debacle. Why would they be willing to after"
X Link 2026-02-08T00:45Z 23.5K followers, [---] engagements
"I went/stayed long novo because if the mass compounding finally gets cracked down on it would be hugely positive for novo (and for Lilly which would also benefit because some compounding patients would choose their legitimate drugs over novos legitimate drugs). It would be a very big tailwind IMO"
X Link 2026-02-08T00:47Z 23.5K followers, [----] engagements
"@nikoliasgoninus I recommend the [----] Nike Streakfly [--]. Only [---] ounces and currently 24% off 😜 $HIMS"
X Link 2026-02-08T01:16Z 23.6K followers, [----] engagements
"@thepoopkingkong @nikoliasgoninus 👆🏻 Yep and its scorched earth now. No way $NVO is going back to them. $LLY and $NVO both will make an example out of $HIMS as they rightfully should"
X Link 2026-02-08T01:52Z 23.5K followers, [---] engagements
"Obviously drugs shouldnt stay on patent forever but the effects of these drugs are quite recently discovered and very recently launched. Using GLP1s as example of evergreening of IP in pharma is way way off the mark. Thats not to say that it doesnt happen or that it shouldnt happen but this aint it - at least not so far. https://twitter.com/i/web/status/2020319892214309322 https://twitter.com/i/web/status/2020319892214309322"
X Link 2026-02-08T02:12Z 23.5K followers, [---] engagements
"@Focus_NOPAT @HimsHersComms Thats why drugs go generic someday ur there has to be an incentive to develop them in the first place. Please try to use logic beyond that of a 5th grader. The worlds problems dont vanish just because people deserve solutions. Pathetically naive"
X Link 2026-02-08T02:14Z 23.5K followers, [----] engagements
"@biotech_bro The HIMS ceo will be just fine because he has sold nearly $200M of stock during the last [--] years 😅 The company idk"
X Link 2026-02-08T02:37Z 23.5K followers, [----] engagements
"@MichaelAlbertMD 💯 🫡 Oh and its been a while since this topic has come up but to the $HIMS-employed doctors/nurse practitioners etc who have been writing millions of personalized doses of semaglutide nonstop in order to help the company skirt intellectual property rights: Do you realize why https://t.co/d2UsE5Dsxx Oh and its been a while since this topic has come up but to the $HIMS-employed doctors/nurse practitioners etc who have been writing millions of personalized doses of semaglutide nonstop in order to help the company skirt intellectual property rights: Do you realize why"
X Link 2026-02-08T16:46Z 23.6K followers, [----] engagements
"@JoseRestonVA @grok Indeed"
X Link 2026-02-08T18:16Z 23.6K followers, [----] engagements
"@HedgeyeEEvans Lilly was working on Lilly direct long before Hims got into stealing IP"
X Link 2026-02-08T18:34Z 23.6K followers, [----] engagements
"Im all for dismantling the PBMs as Ive been vocal about on here for years. This however can be done without stealing IP and pharmas like $LLY have been working toward this goal for years. There is no debate in my eyes that $HIMS has been stealing IP by nefariously exploiting personalization loopholes to accomplish mass compounding that was never intended to be permitted under the law. Notice that other reputable compounders like Ro refused to go down this route - for a reason. It was wrong. https://twitter.com/i/web/status/2020608207702626722"
X Link 2026-02-08T21:18Z 23.6K followers, [----] engagements
"@JerBearRN @himshouse @wearehims @wearehers Not saying that shit cant still hit the fan for him but this aint any other board $HIMS @grok tell us about $HIMS class V shares who owns them and what effect this has on control of the company. @grok tell us about $HIMS class V shares who owns them and what effect this has on control of the company"
X Link 2026-02-08T22:25Z 23.6K followers, [----] engagements
"@Mihaloi69Rage Omg GOOD JOB BUDDY You did SO good 😊 Im so proud of you bud"
X Link 2026-02-09T01:39Z 23.6K followers, [---] engagements
""Well see. This may not be the final death knell of the illegal unsafe and venal exploitation of the American public by semaglutide compounders but it is certainly the beginning of the end. And the funeral cant come soon enough. 'I did not attend the funeral but I sent a nice letter saying I approved of it.' Mark Twain" Nice"
X Link 2026-02-09T15:36Z 23.6K followers, [----] engagements
"@CuriousTraderIE Yeah because you guys all said it wasnt gonna happen. Not only did it happen but its coming from $NVO AND the FDA. AND the department of justice"
X Link 2026-02-09T17:57Z 23.6K followers, [----] engagements
"@D3GSolutions You just really have the itch to get on record for being wrong. Control yourself"
X Link 2026-02-09T20:38Z 23.6K followers, [----] engagements
"@longinvest32 Free Its actually paying me A LOT of money being constantly right about this stock. Hope this helps"
X Link 2026-02-09T21:22Z 23.6K followers, [----] engagements
"@psyduckcapital @himshouse Bet theyre big fans of mine 😅"
X Link 2026-02-09T22:11Z 23.6K followers, [---] engagements
"@Mihaloi69Rage You finna learn son"
X Link 2026-02-09T22:39Z 23.6K followers, [----] engagements
"@himshouse @gkroub If $HIMS ends up owing damages (let alone treble damages) then $HIMS is gonna want to stop right away"
X Link 2026-02-09T23:56Z 23.6K followers, [----] engagements
"@NighthawkTradez What if I told you that peptides = protein"
X Link 2026-02-10T00:10Z 23.6K followers, [----] engagements
"@Matfitz22 @psyduckcapital Did you toss a coin into a fountain with that wish"
X Link 2026-02-10T00:32Z 23.6K followers, [---] engagements
"@DmitryKovalchuk This is odd to me - thats when I have bad BLA estimated for all along (as can be seen in the chart I shared today)"
X Link 2026-02-10T15:32Z 23.6K followers, [----] engagements
"@Vulpescap @JoseRestonVA @PrestonWidmer Switzerland really is paradise 😮💨😮💨"
X Link 2026-02-10T18:36Z 23.6K followers, [---] engagements
"@1GreatTrade Hard to imagine a world in which something isnt drastically changed with those notes"
X Link 2026-02-10T18:37Z 23.6K followers, [---] engagements
"$NVO should 100% reach out to $HIMS and offer to buy their superbowl commercial slot 🤣 Seriously though - odds theyre discussing having to pull it"
X Link 2026-02-06T23:00Z 23.7K followers, 24.5K engagements
"Oh and its been a while since this topic has come up but to the $HIMS-employed doctors/nurse practitioners etc who have been writing millions of personalized doses of semaglutide nonstop in order to help the company skirt intellectual property rights: Do you realize why the company has asked you to do that Are you prepared to answer regulators when they come asking you why youve prescribed 10000% more personalized doses of a medication than the average prescriber has They have that data on you you know. Did you know that Did you ever even have enough data on the patients to whom you were"
X Link 2026-02-08T01:08Z 23.7K followers, 31K engagements
"@AndrewDudum You made more money than the vast majority of big pharma execs last year by dumping stock in $HIMS. Youll call big pharma the greedy ones. Why are you making more money than they are"
X Link 2026-02-08T22:54Z 23.7K followers, 20.7K engagements
"There you go - $NVO FINALLY going after $HIMS themselves. DOJ FDA $NVO all on board now. Time for $HIMS to get what they deserve. BREAKING: Novo Nordisk $NVO sues Hims & Hers $HIMS for infringing on a key Wegovy patent https://t.co/44Ndx293d4 via @pharmalot BREAKING: Novo Nordisk $NVO sues Hims & Hers $HIMS for infringing on a key Wegovy patent https://t.co/44Ndx293d4 via @pharmalot"
X Link 2026-02-09T12:11Z 23.7K followers, 33.5K engagements
"$NKTR We will get a lot more data/info than what is available in the PR but what the PR shows is very good. Caveat emptor these response retention rates are higher than Dupixent's.EVEN FOR Q12W DOSING of rezpeg. That's a big surprise to me given how management had seemed to talk down the Q12 vs the Q4. It also looks like there was a lot of response deepening.EASI90s and EASI100s Will be looking at the slide data when we get it and analyzing that but based on what the PR shows.this is a drug"
X Link 2026-02-10T12:20Z 23.7K followers, 36.5K engagements
"The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is also the only drug with both a unique MoA and no glaring safety concerns. Its efficacy is clearly superior to Nemluvio and clearly (so far) superior to Amlitelimab. It now looks poised to have Q12W dosing as well. Yet its valuation has just been absolutely in the gutterorders of magnitude lower than me-too AtD drugs like $APGEs and even 4x lower than $CRVS which"
X Link 2026-02-10T14:24Z 23.7K followers, 41.9K engagements
"Tbh doesnt seem like $NVO or $LLY have responded adequately to the out of the gate rocket signal we are seeing for oral launches. Seems to be a lot of pent up demand which Im guessing comes from marginally obese/overweight people who dont feel like they need an injectable and are willing to pay DTC prices for a pill. Obesity market has another heave in it IMO. Coming into [----] analysts consensus for wegovy pill was about average weekly TRx [-----] throughout [----]. In just FIVE weeks the sales is already above weekly [-----] That number could very likely cross TRx [------] by the end of Q1. While"
X Link 2026-02-11T18:54Z 23.7K followers, 62.1K engagements
"Probably covering more $HIMS today unless @paulcerro or @DueDoctor can talk me out of it 👀"
X Link 2026-02-12T17:06Z 23.7K followers, 17.3K engagements
"@himshouse Trillion dollar drug"
X Link 2026-02-13T11:39Z 23.7K followers, [----] engagements
"Its going to be a bad day for $TECX as $AZN has removed their relaxin mAb from their pipeline in their earnings slides this morning. It doesnt really affect $TENX POS but Id definitely call it a positive for them overall. Now its just them and $MRK and $MRK is studying a pretty narrow population Ive gotten a lot of messages asking about my BioPick selection for this year $TENX. Ive responded to a few but dont have the time to respond to everyone. I actually considered making $TENX an official pitch but I dont think I can get there on the risk/reward skew to say Ive gotten a lot of messages"
X Link 2026-02-10T11:31Z 23.7K followers, 22.6K engagements
"GLP-1 deniers will look you straight in the eyes and tell you that you could simply do this for [--] minutes a day instead of going on a weight loss drug $LLY $NVO Sub-six-minute mile pace uphill on skis: #WinterOlympics SPEED. 🔥 https://t.co/trof9rs4zf Sub-six-minute mile pace uphill on skis: #WinterOlympics SPEED. 🔥 https://t.co/trof9rs4zf"
X Link 2026-02-10T21:21Z 23.7K followers, 21.1K engagements
"@ASchulz888 Its been a good while since Ive been bearish $VKTX. Like Ive said recently Im neutral on the stock right now. I was bearish when the stock was much higher and the narrative was an collections of unsupportable claims around superiority. For now Im indifferent"
X Link 2026-02-13T15:49Z 23.7K followers, [----] engagements
"Bought more $NKTR at open. Shouldve done it yesterday but really dont have dry firepower and already hugely overweight the name. Had to move some stuff around to do so. After sleeping on it the thing for me is that this asset has been insanely undervalued for a long time so what changes that is the question. What it has lacked has been institutional support (and thus funding). Thats going to change with this offering. The disconnect on valuations to peers (which is a term I use somewhat begrudgingly as I think $NKTR is in many ways a superior asset to peers that hold multiples of its"
X Link 2026-02-11T14:41Z 23.7K followers, 48.1K engagements
"LOOK Hes doing that thing again Hes spewing nonsense about a shitco whose stock price is going to ultimately crash again Mark my words fintwit. Got my lymphocytes and thymus gland checked yesterday. Theyre back on line for the first time in [--] years. Lots more to come. Long $IBRX. Got my lymphocytes and thymus gland checked yesterday. Theyre back on line for the first time in [--] years. Lots more to come. Long $IBRX"
X Link 2026-02-13T03:03Z 23.7K followers, 23.1K engagements
"Good oral wegovy #s this morning. $LLY and $NVO both responding well. These drugs are going to do huge numbers. They ARE worse drugs but Im telling you - people youd never imagine wanting a GLP1 are going to be popping these pills. Discontinuation rates will be high. Its a feature not a bug. Patients will come off and on these things all the time losing [--] lbs here and there. DTC channels will be the vector for this type of use. People comparing this to the injectables and being bearish on the launches because of attrition/discontinuations are making a mistake. The use of these drugs will in"
X Link 2026-02-13T14:43Z 23.7K followers, 49K engagements
"Wow $NKTR dip almost lasted a whole morning 🥱"
X Link 2026-02-13T16:21Z 23.7K followers, 11.2K engagements
"Sticking with my theme for the day of biotech zombie liquidations $NKTR is a good example of a company that could have significant UPSIDE upon FAILURE if they chose to responsibly liquidate in the event that their June atopic derm readout misses. Of course as my pitch has detailed I think they have a much better chance of hitting in AD than the market is giving them credit for. Obviously if they hit on a P2 AD trial the stock should be up a ton and the liquidation discussion should be off the table. However if they miss and expeditiously start the liquidation process the upside from here"
X Link 2025-04-14T16:28Z 23.6K followers, 13K engagements
"@adar170 This but money $SLRN $ALMS"
X Link 2025-05-13T17:10Z 23.7K followers, [----] engagements
"Yes indeed Glad theyre getting this done. I fully expect the $NKTR offering to be well received and for the stock to continue its rise after getting this out of the way. For whatever reason the market recently has been giving us plenty of time to buy after good data and even after good cash raises. $LXEO could be bought CHEAP after data then raised then rallied 50-60% after that Personally expect $NKTR to follow a similar trajectory (it has so far). Plenty of other recent examples as well. $CTMX $CDTX etc"
X Link 2025-06-30T20:13Z 23.6K followers, [----] engagements
"Sublime. $NKTR"
X Link 2025-09-04T16:04Z 23.6K followers, 16.3K engagements
"Youre mocking the placebo effect in an indication that has one of the most notorious placebo effect reputations in all of medicine certainly the biggest in dermatology. The $QTTB study was 5x larger than the $KYMR study and it was PLACEBO CONTROLLED whereas $KYMRs is open label. $ACRS had an open label study much like $KYMRs study for their TSLP antibody that also showed massive EASI response rates much higher than $KYMR is showing here. Small n open label efficacy data mean almost nothing in atopic derm. Everything is about placebo adjusted deltas. Period. Anyway my point isnt that the"
X Link 2025-12-09T00:15Z 23.6K followers, [----] engagements
"$ZBIO another name that is yet to present supposedly year end data. Any other names in that situation Some uneasiness after recent run-up in $nuvb . mgmt promises an EU partnership by YE but running out of feasible days to announce. If we do see a non-BP / random European pharma gain EU rights to Ibtrozi may create an overhang despite positive economics to $nuvb . reason being Some uneasiness after recent run-up in $nuvb . mgmt promises an EU partnership by YE but running out of feasible days to announce. If we do see a non-BP / random European pharma gain EU rights to Ibtrozi may create an"
X Link 2025-12-24T00:27Z 23.6K followers, 28.4K engagements
"In the [----] @pawcio2009 BioPick competition #2 $RGLS (+416%) was my pick for the year and #1 $ABVX (+1742) was the largest position by cost basis that I had ever taken. With $RGLS having been bought out early in the year before the '25 bull run I was able to sequence/chain those returns as well. $NKTR multibagging was in the middle of that sequence. All [--] of those names were cheap heavily discounted "shitcos" that many wrote off. If you were to get parlay odds on $RGLS $NKTR and $ABVX all having multibagger upside (let alone how big their returns actually ended up being) in [----] they would"
X Link 2026-01-01T13:51Z 23.6K followers, 59.3K engagements
"The normies are waking up $TARS Im going to kill mine. No longer want to share my eyelids https://t.co/yPa979cgpI Im going to kill mine. No longer want to share my eyelids https://t.co/yPa979cgpI"
X Link 2026-01-04T17:35Z 23.6K followers, 63.5K engagements
"$ZBIO 👇🏻👇🏻👇🏻🤷🏻♂ $ZBIO $LLY $CLYM $CGEM $AMGN $CABA $KYTX https://t.co/fu9sDm5tAQ $ZBIO $LLY $CLYM $CGEM $AMGN $CABA $KYTX https://t.co/fu9sDm5tAQ"
X Link 2026-01-05T12:38Z 23.6K followers, 33.6K engagements
"@cremieuxrecueil This wont make it to market @RemindMe_OfThis in [--] years"
X Link 2026-01-06T19:34Z 23.6K followers, [----] engagements
"@GermanBiotech Fun to juxtapose the this guy has blocked you message right next to their bullish pinned tweet on $AFMD (currently trading at $0.00030 - no not a typo -99.9997% from high). Tschss"
X Link 2026-01-08T02:01Z 23.7K followers, [----] engagements
"@Justin_McD01 @MeadowCapital @HJK59373133 Why You wanna borrow a tissue baggie boy"
X Link 2026-01-20T22:11Z 23.6K followers, [---] engagements
"Not only is $NTLA trading up since before the hold was placed $NTLA is up 60% () since the first close after they announced the patients death. Up almost 100% from the post-news bottom. If you think this move is anything other than a squeeze in a high beta name good luck to you. Reminder that at $14 $NTLA is already trading higher than when the FDA hold was put in place. Novice retailers getting this twisted. Theres no take backs on a Hys Law case. That is the real problem here not an FDA hold that may well be temporary. The platform is Reminder that at $14 $NTLA is already trading higher"
X Link 2026-01-22T17:56Z 23.6K followers, 40.9K engagements
"A whole lot of that freshly minted shine is about to wear off. $APGE -short"
X Link 2026-01-23T16:22Z 23.7K followers, 51.6K engagements
"@cremieuxrecueil @RemindMe_OfThis Ok [--] years was too forgiving. @RemindMe_OfThis in [--] year. $GUTS"
X Link 2026-01-29T16:36Z 23.6K followers, [----] engagements
"$NVO - whoa 😳"
X Link 2026-02-03T17:01Z 23.6K followers, 25.2K engagements
"@grok @JoseRestonVA WOW $NKTR AND $ABVX YOURE A GREAT ANALYST GROK NEVER CHANGE"
X Link 2026-02-03T17:09Z 23.6K followers, [----] engagements
"GLP-1 earnings reports playbook: 1) $NVO: Guys its not looking great for GLP-1 sellers $NVO and $LLY sell off 2) $LLY: Huh Nah were good. $NVO stays down $LLY rips 3) Repeat"
X Link 2026-02-04T12:50Z 23.7K followers, 28.2K engagements
"Will be interesting to watch Ro smoke $HIMS by playing the slow game building relationships with pharma by only operating in legitimate channels and catching the rising tide of DTC/telehealth as a partner to Pharma while $HIMS has outed itself as a bad faith partner and parasite to the industry that should be permanently shunned from what couldve been a lucrative/useful business model"
X Link 2026-02-04T17:43Z 23.6K followers, [----] engagements
"@AppleHelix $LLY mAb is nondepleting. Negative readthrough to $ZBIO positive readthrough to $CLYM"
X Link 2026-02-04T19:19Z 23.6K followers, [----] engagements
"@avidresearch @grok [---] mg cardiac issues"
X Link 2026-02-04T20:21Z 23.7K followers, [----] engagements
"Im glad that it seems nearly everyone is finally realizing what a bad actor this company has been. Totally different topic than their obscene news from yesterday. $HIMS Why this #SuperBowl2026 ad is so misleading and bad gift link https://t.co/EldV5GCxRq https://t.co/BxTzIFKeVU Why this #SuperBowl2026 ad is so misleading and bad gift link https://t.co/EldV5GCxRq https://t.co/BxTzIFKeVU"
X Link 2026-02-06T17:22Z 23.6K followers, 44.6K engagements
"Do people even realize how bad things could get for $HIMS Flash back to my post on $HIMS [--] months ago where I was already highlighting a little-recognized/understood threat for HIMS that could seriously destabilize the company/stock. 👉👉The convertible debt deal. In May the company sold convertible $1B worth of convertible notes at a $70 strike price with 0% interest maturing in [----]. The stock was slightly $60 at the time. Naturally retail bulls pumped this deal as "selling stock to hedge funds at $70 when the stock was under $60" It's obviously idiotic to believe that hedge funds are that"
X Link 2026-02-07T20:26Z 23.6K followers, 34.7K engagements
"You are saying that believe pharma IP should not be protected. This would be the end of all new drugs forever. If youre so passionate about dying in this hill go work FOR FREE in a lab somewhere for the rest of your life trying to discover new drugs. You and millions of other people doing that FOR FREE is what it would take for us to continue to have new medicines in this childlike fairytale world youre imagining. Grow up Jfc"
X Link 2026-02-08T01:22Z 23.6K followers, [---] engagements
"@grok Oh wow so Andrew Dudum controls 90% of $HIMS voting power. Is there any way in which this could be a bad idea"
X Link 2026-02-08T17:18Z 23.7K followers, [----] engagements
"@Ashwinreads Nice If liposomal delivery worked for sema $NVO would have simply done it 😅"
X Link 2026-02-09T23:54Z 23.6K followers, [----] engagements
"@Vulpescap $ABVX was in the $60s all day in the open market the day data came out"
X Link 2026-02-10T17:20Z 23.6K followers, [----] engagements
"@Alexdiazneira8 @Vulpescap @JoseRestonVA @PrestonWidmer Was literally just talking about being unable to find any here in the US like [--] minutes ago 😭 Weve got prosciutto NO THANKS"
X Link 2026-02-10T18:52Z 23.6K followers, [---] engagements
"@DueDoctor Believe it or not theyre still there desperately holding this turd up higher than it should be"
X Link 2026-02-11T01:36Z 23.6K followers, [----] engagements
"@grok @D3GSolutions @ns123abc @RemindMe_OfThis remind me of this tweet in [--] years"
X Link 2026-02-11T02:22Z 23.6K followers, [---] engagements
"@Ashwinreads This issue is why $HIMS stock is $17 now. The reason that its still $10 is the cohort of people who refuse to believe the issue is real 😅"
X Link 2026-02-11T16:10Z 23.6K followers, [----] engagements
"@aggregategains Price to sales ratiosfora pre-commercial biotech Lmao"
X Link 2026-02-11T17:20Z 23.6K followers, [----] engagements
"@BastianelliLore $HIMS bulls have moved onto the [----] bull thesis now I see"
X Link 2026-02-11T22:01Z 23.6K followers, [----] engagements
"@CloisterRes [--] year ago to this day I was having the same conversation on BBIOthat worked out well. Obviously $NVO is a different beast but agree on the reaction"
X Link 2026-02-13T19:38Z 23.7K followers, [----] engagements
"$ABVX 16.4% clinical remission delta. Black swan level upside incoming"
X Link 2025-07-22T20:06Z 23.7K followers, 127.2K engagements
"Ok $HIMS are trolls back at it with the insults for me. Since you requested it. Here's my YTD gains (+793%) and [--] month (since my TD account transferred to Schwab) gains (+9263%). If this is what you call a "loser" what does that make you Trav Now be quiet and try to learn how to actually analyze a company. You're not gonna be able to ride the shitco beta rally forever buddy. You're wasting your time repeatedly trying to insult somebody who has done things you could literally never even dream of achieving when you could actually be on here learning something. Do better"
X Link 2025-08-04T22:42Z 23.7K followers, 58.4K engagements
"The #GreatBioRotation could potentially finally be happening 🙏🏻 [--] handle on the 10y fields by fall 🙏🏻 🙏🏻 🙏🏻 $XBI $BBC"
X Link 2025-08-22T14:17Z 23.7K followers, 38K 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 2025-09-22T11:52Z 23.7K followers, 14.8K engagements
"$QURE is a lock imo. FDA agreed to [--] year external control with the [--] 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 2025-10-19T20:05Z 23.7K followers, 23.8K engagements
"OkIll bite. Whats going on with $ABVX"
X Link 2025-10-30T13:41Z 23.7K followers, 64.6K engagements
"Absolutely BRTUAL of the FDA to change their stance on the $QURE trial design after the study has run for [--] years. If you thought there was public backlash for $REPL with their relapsed/refractory melanoma population buckle up.Because Huntington's disease docs patients and patient support groups are about the absolutely flip out.understandably so"
X Link 2025-11-03T12:31Z 23.7K followers, 155.9K engagements
"My first ever post on my returns (I have shared a screenshot or two in the comments combatting trolls). [----] ➡+1667% [----] ➡+510% 9yr IRR➡+154% (yes +154% per year over the last [--] years). For the [----] and [----] returns I have easily accessible screenshots to show you but that's as far back as those go my as TD Ameritrade account migrated to Schwab in late [----]. I finally got around to working out the [--] year IRR which is Dietz-modified (accounting for all withdrawals and deposits over that time meaning the return numbers are NOT impacted by simply adding money to the account - same goes for the"
X Link 2026-01-01T14:35Z 23.7K followers, 258.6K engagements
"Ive gotten a lot of messages asking about my BioPick selection for this year $TENX. Ive responded to a few but dont have the time to respond to everyone. I actually considered making $TENX an official pitch but I dont think I can get there on the risk/reward skew to say that this is one of the best setups Ive ever seen like I try to do for official pitches. Still its been an obscure name and IMO very clearly has a heavily underappreciated [----] catalyst that many people don't know about so I think it's worth talking about. I am long currently and theres a decent chance that Ill be exposed to"
X Link 2026-01-14T15:16Z 23.7K followers, 119K engagements
"Reminder that at $14 $NTLA is already trading higher than when the FDA hold was put in place. Novice retailers getting this twisted. Theres no take backs on a Hys Law case. That is the real problem here not an FDA hold that may well be temporary. The platform is tainted by the mother of all safety problems - Hys Law. Period. @Marahayter @RNAiAnalyst This is exactly whats wrong with your logic Was $25 before the hold Wrong. $NTLA stock was $13 on the day before the hold was announced (Oct 29th). $NTLA IS ALREADY TRADING HIGHER THAN IT WAS BEFORE THE FDA HOLD WAS PLACED. Youre talking"
X Link 2026-01-22T12:44Z 23.7K followers, 44.6K engagements
"(Long $NVO $LLY and short $HIMS still like I said I was last night)"
X Link 2026-02-06T22:17Z 23.7K followers, [----] engagements
"@compound248 Yesterday: Yet $NVO is barely up after hours and $HIMS is barely down after hours. I have positioned my portfolio accordingly 🤷🏻♂ Dont forget that $NVO long. If compounding really is getting squashed here that $NVO upside probably beats the $HIMS downside. FDA is stepping up within a matter of a few hours on the newest $HIMS oral semaglutide scam. This is a COMPLETE reversal of how the FDA has previously been (insanely) lenient with the mass compounding personalization scam that $HIMS has run for the injectable drug. Yet FDA is stepping up within a matter of a few hours on the"
X Link 2026-02-06T23:30Z 23.7K followers, [----] engagements
"@ResearchPulse1 It had better be the domino that knocks down their entire GLP-1 scam. If the FDA or US courts cant accomplish the very most basic protection of medical innovation itll be an absolute humiliation. @DrMakaryFDA @US_FDA $HIMS"
X Link 2026-02-07T19:57Z 23.7K followers, [----] engagements
"@RNAiAnalyst TBT to when $MLTX hid their P2 humira arm response data because generic humira beat the high dose of their drug. which went on to fail a phase [--] trial. I think you included the wrong ticker in this tweet by mistake"
X Link 2026-02-10T21:07Z 23.7K followers, [----] engagements
"@hannibalspeaks @seedy19tron @Biohazard3737 Theyre guiding for [--] AtD and hopefully [--] AA [--] actually makes a lot of sense for P3 AtD since the Q12W dose is clearly viable adding arms and diluting powering"
X Link 2026-02-10T21:12Z 23.7K followers, [----] engagements
"@waymoproblems @Ashwinreads Their ex GLP1 revenue is basically not even breaking even"
X Link 2026-02-11T16:45Z 23.7K followers, [---] engagements
"@TheBiotechBear @grok what kind of tree is that"
X Link 2026-02-11T18:55Z 23.7K followers, [----] engagements
"@D3GSolutions @Mr_Derivatives Lllliiiiiaaaarrrrr"
X Link 2026-02-12T02:09Z 23.7K followers, [---] engagements
"@D3GSolutions @Mr_Derivatives Incredible trying to keep the lie going in spite of irrefutable and unreconcilable contradictions posted hours apart. Bizarre behavior 🤷🏻♂"
X Link 2026-02-12T02:38Z 23.7K followers, [---] engagements
"@Bio_Fuse Selling none until I have to (options expiring may limit liquidity) or am compelled by price (which the stock price is not even close to currently)"
X Link 2026-02-12T19:31Z 23.7K followers, [---] 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 😉 https://www.nobelprize.org/prizes/medicine/2025/popular-information/ https://www.nobelprize.org/prizes/medicine/2025/popular-information/"
X Link 2025-10-06T11:35Z 23.7K followers, 32.5K engagements
"Ok so time to get serious on $NTLA. It is going to single digits. Total operating expenses in 1H25 were $261M. That means that at the moment they would have $500M cash. 107.3M shares outstanding means $4.66/share is cash value. BOTH of their lead programs have now had G4 liver events with today's event also having elevated bilirubin. This means Hy's law was met. If you don't know what that is read up. This is OVER. These programs should be stopped as both HAE and ATTR have multiple SAFE and highly efficacious treatment options. Hy's law tells us that if they move forward (and somehow get the"
X Link 2025-10-27T14:02Z 23.7K followers, 125.1K engagements
"Hahaha ok so $HIMS is now not just scamming pharma companies for their IP theyre also scamming their own patients too Theyre making a semaglutide pill without the (proprietary) SNAC formulation that $NVO uses to prevent the peptide from being totally dissolved/digested right when you swallow it. YOUR STOMACH BREAKS DOWN PEPTIDES WHEN YOU SWALLOW THEM. $NVO uses a proprietary technology called SNAC to make their oral formulation more bioavailable. $HIMS cannot. Patients are buying a dud here thinking its similar to the real deal. SCAM. Itll be biologically active sure but bioavailability for"
X Link 2026-02-05T15:38Z 23.7K followers, 205.7K engagements
"FDA is stepping up within a matter of a few hours on the newest $HIMS oral semaglutide scam. This is a COMPLETE reversal of how the FDA has previously been (insanely) lenient with the mass compounding personalization scam that $HIMS has run for the injectable drug. Yet $NVO is barely up after hours and $HIMS is barely down after hours. I have positioned my portfolio accordingly 🤷🏻♂ FDA commissioner is referring to $HIMS here right TIMBER FDA commissioner is referring to $HIMS here right TIMBER"
X Link 2026-02-05T23:44Z 23.7K followers, 54.2K engagements
"Well this might be the fastest a take of mine has aged like fine wine. $HIMS just BLEW IT. To me this reads like their whole GLP-1 franchise is going to be under extra scrutiny not just the new bogus pill. What theyve just done is akin to getting pulled over for doing [--] in a school zone while carrying drugs in the car. They did something egregious to get the laws attention thus bringing even more scrutiny and pain upon themselves for the other egregious shit they were already doing and somehow getting away with. This could be hugely detrimental to $HIMS which has basically been a dying"
X Link 2026-02-06T22:16Z 23.7K followers, 69.4K engagements
"@HimsHersComms You are all crooks and what youve done with GLP-1s is fundamentally immoral"
X Link 2026-02-07T19:54Z 23.7K followers, 36.3K engagements
"IMO $HIMS entire GLP-1 operation is about to come down. $HIMS may backing off of the GLP-1 pill now but they opened Pandoras Box here coaxing the FDA into FINALLY cracking down on the overall GLP-1 mass compounding scam that $HIMS has been conducting/profiting from. Check the FDA press release: Notice that the word pill doesnt appear once. No mention of oral either. Thats clearly not what the FDA was specifically talking about - its literally not mentioned at all. The FDA is signaling that theyre cracking down on GLP-1 compounding in general and of course even named $HIMS specifically."
X Link 2026-02-08T00:12Z 23.7K followers, 209.8K engagements
"@grok tell us about $HIMS class V shares who owns them and what effect this has on control of the company. $HIMS I'm seeing a lot of questions over my exit. I don't think that thesis is necessarily broken here. But it's cloudy. And the pill launch is just so confusing. It seems that at least one of these three things must be true. [--] The board was not consulted on this. It's $HIMS I'm seeing a lot of questions over my exit. I don't think that thesis is necessarily broken here. But it's cloudy. And the pill launch is just so confusing. It seems that at least one of these three things must be"
X Link 2026-02-08T17:15Z 23.7K followers, 20.1K engagements
"$NVO exec: "Anybody who is infringing our patents should be very very much on notice that we take that seriously and that we will enforce our patents.If anybody out there thinks we will not this should be a wake-up call to them." (yes it's an actual quote - look out $HIMS) Live footage from Copenhagen of Danes spontaneously celebrating their largest corporation finally growing a spine: https://twitter.com/i/web/status/2020874182070804965 https://twitter.com/i/web/status/2020874182070804965"
X Link 2026-02-09T14:55Z 23.7K followers, 12.4K engagements
"Man the hits just keep coming for $HIMS. Scott Gottlieb's comments below:"
X Link 2026-02-09T15:33Z 23.7K followers, 19.4K engagements
"Omg $HIMS knows they are screwed. So what do they do Try to get as many patients locked into a long term GLP-1 treatment plan as possible in order to: 1) Use these patients as living breathing leverage to prevent an court injunction to stop GLP-1 production by saying BUT LOOK HOW MANY PEOPLE ARE USING OUR DRUG YOU CANT MAKE US STOP 2) Rack up as much $$$ as they can before regulators finally turn the lights off. Seriouslythey couldnt even wait a single day to launch the biggest sale ever (but only if you lock in the long term deal) How much more transparent can you be This company is"
X Link 2026-02-09T20:23Z 23.7K followers, 63.8K engagements
"Fresh CNBC interview with head of DOJ on $HIMS. Please watch this if you still think that theyre only coming for the oral. This makes it very clear theyre going after the whole GLP-1 operation. Catastrophic for $HIMS"
X Link 2026-02-09T21:36Z 23.7K followers, 66.2K engagements
"It's wild to juxtapose how slow the FDA has been to crack down on the egregious $HIMS activities while responding overnight that they have issue with a $NVO weight loss drug commericial saying that patients on the WEIGHT LOSS drug can."live lighter". That's the issue.what The problem they had with the $LLY commercial a few months ago was that is said something along the lines of "it's time to get busy living". I guess the FDA disagrees Some of this stuff is just literally factual ("live lighter".I mean yeah that's what happens when you lose weight). Bizarre FDA 😅 I'll refrain from"
X Link 2026-02-09T21:57Z 23.7K followers, 19.7K engagements
"Let me pose a question: What if this $HIMS patient who spent [--] nights in the hospital from their GLP-1 (which the company failed to report to the FDA despite legal obligation to do so). was on one of these personalized doses of the GLP-1 that $HIMS literally makes up based on no medical data Ive been talking about this kind of liability all along. BAD news if so. $HIMS is absolutely ON A ROLL bugs in their manufacturing facility and failing to report major adverse events (3 nights of hospitalization) from their glp1 to the FDA as required by law. Of course the companys legendary retail"
X Link 2026-02-10T00:16Z 23.7K followers, 22.4K engagements
"Lot's caveats to this as it's a rough calculation but given higher maintenance of EASI75 responses on $NKTR Q12W regimen and a very similar absolute rate of EASI75 on induction when compare to Dupixent. .A higher proportion of patients achieve EASI75 responses at [--] year on Rezpeg than on Dupixent. Again caveat emptor and further details on the data could change this a little but.who had this on their bingo card"
X Link 2026-02-10T12:52Z 23.7K followers, 20.5K engagements
"$NKTR excellent strength into close despite $XBI floundering. Lets see that offering"
X Link 2026-02-10T21:08Z 23.7K followers, 35.3K engagements
"Boom $300M $NKTR green tomorrow 🫡 https://ir.nektar.com/news-releases/news-release-details/nektar-therapeutics-announces-proposed-public-offering-0 $NKTR excellent strength into close despite $XBI floundering. Lets see that offering https://ir.nektar.com/news-releases/news-release-details/nektar-therapeutics-announces-proposed-public-offering-0 $NKTR excellent strength into close despite $XBI floundering. Lets see that offering"
X Link 2026-02-10T21:11Z 23.7K followers, 28.3K engagements
"-this is some of the craziest shit I have ever seen this dude is an absolute unit"
X Link 2026-02-10T21:23Z 23.7K followers, [----] engagements
"@ResearchPulse1 Guidance feels like a bit of a sandbag. Hopefully thats the case"
X Link 2026-02-11T19:46Z 23.7K followers, [---] engagements
"Excellent upsized offering for $NKTR. The company is turning a new page here and IMO the stock is now on the march to $100+ which would still yield a much lower valuation relative to similar stage comps. Will share more thoughts in greater detail soon"
X Link 2026-02-12T11:23Z 23.7K followers, 17K engagements
"Alright its done. [--] negative days in a row and shorted [--] days ago premarket higher than it ever traded in the open market. Take the money and run I guess. Still dont like the stock but its gone up plenty of times on stupid reasons before so maybe there will be another chance https://twitter.com/i/web/status/2022044156873650591 https://twitter.com/i/web/status/2022044156873650591"
X Link 2026-02-12T20:24Z 23.7K followers, [----] engagements
"Try posting that youre short a popular meme stock the ASU frat leader just posted his DMs in case you wanna know what happens when you frame mog an innocent man while hes mid-jestermaxx https://t.co/3wvHhrJ0kJ the ASU frat leader just posted his DMs in case you wanna know what happens when you frame mog an innocent man while hes mid-jestermaxx https://t.co/3wvHhrJ0kJ"
X Link 2026-02-13T01:38Z 23.7K followers, 13.3K engagements
"When I see Antonio saying some crazy shit that I know isnt going to end well"
X Link 2026-02-13T03:06Z 23.7K followers, [----] engagements
"@Sanctuary_Bio @anthonystaj Whats cutoff of acceptable G3 diarrhea rate in your eyes"
X Link 2026-02-13T18:04Z 23.7K followers, [----] engagements
"@BioStocks $HIMS #Shorts"
X Link 2026-02-14T14:38Z 23.7K followers, [----] engagements
"I won't share in depth pitches like $NKTR often (2/year). Only with really compelling setups. I've got another one now. The market says PoS is VERY low and that upside could be 10x+. Like with $NKTR I think the data say success is far more likely than the market thinks. The name is $ABVX (Abivax)"
X Link 2025-07-21T13:33Z 23.7K followers, 480.7K engagements
"Interesting read on the risk of treble damages that $HIMS could be liable for to $NVO. I really have no idea how likely it is that things go that far. Odds could be very high or very low as far as I know but I do know that if this were to happen it would be catastrophic for $HIMS. They simply cannot afford this especially with the convertible debt overhang. But again treble damages don't really have to happen for $HIMS to be at serious risk. Just having to stop GLP-1 compounding alone would be an absolute disaster for them. Subtract GLP-1 revenues add in substantially increased legal fees"
X Link 2026-02-09T14:22Z 23.7K followers, 35K engagements
"Update. $NVO itself is already talking about the possibility for treble damages from $HIMS. They specifically address this possibility in the STAT interview this morning. The article is full of quotes from $NVO that all spell TROUBLE for $HIMS. This article has several of the most direct statements I've seen out of pharma execs. Novo is out for blood FINALLY after a year+ of looking spineless on this issue. I strongly recommend reading this article if you have any sort of stake in this situation. It legitimately surprised me how aggressive the tone is."
X Link 2026-02-09T14:37Z 23.7K followers, 18.5K engagements
"$HIMS is absolutely ON A ROLL bugs in their manufacturing facility and failing to report major adverse events (3 nights of hospitalization) from their glp1 to the FDA as required by law. Of course the companys legendary retail investor base will say that these developments too are bullish. 🚨 BREAKING: FDA WARNED $HIMS 503B FACILITY MEDISOURCERX AFTER FINDING BUGS AND FAILING TO REPORT ADVERSE EVENT - Warning issued late [----] - In Jan [----] patient reported "severe" stomach issues from GLP-1 spent [--] nights in a hospital - Event not reported to the FDA w/in [--] https://t.co/yR8YhJlpBH 🚨"
X Link 2026-02-10T00:07Z 23.7K followers, 52.5K engagements
"$LLY has successfully gaslit even experienced biotech investors into believing the $NKTR ISR situation is something much worse than it actually is. Listen to the doctors on this who all say it is no big deal not to LAWYERS who are working directly for a company thats actively engaged in a legal battle against $NKTR 🤦🏻♂ https://twitter.com/i/web/status/2021245440654447017 https://twitter.com/i/web/status/2021245440654447017"
X Link 2026-02-10T15:30Z 23.7K followers, 12K engagements
"But everyone can see the launch numbers why wouldnt it be adequately priced in If I had a nickel"
X Link 2026-02-11T18:58Z 23.7K followers, [----] engagements
"@LogicalThesis Pharma is definitely not my specialty and yet I am long 🤷🏻♂"
X Link 2026-02-14T14:28Z 23.7K followers, [----] engagements
"@Funkdepot @LogicalThesis Yeah.thats literally what $NVO and $LLY are trying to shut down"
X Link 2026-02-14T15:03Z 23.7K followers, [---] engagements
"This principle hit OX40 hard - $SNY $AMGN $APGE What about $CRVS and ITK 🤔 https://pmc.ncbi.nlm.nih.gov/articles/PMC7779661/ Good reminder to always check human LOF genetics and whether your drug phenocopies known disease biology. Evolution is the longest most underappreciated clinical trial. As noted by @Biohazard3737 https://pmc.ncbi.nlm.nih.gov/articles/PMC7779661/ Good reminder to always check human LOF genetics and whether your drug phenocopies known disease biology. Evolution is the longest most underappreciated clinical trial. As noted by @Biohazard3737"
X Link 2026-02-14T18:01Z 23.7K followers, [----] engagements
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