# ![@Anders_Research Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1651674474448580635.png) @Anders_Research Anders Research

Anders Research posts on X about in the, $inmb, $vktx, company the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1651674474448580635/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1651674474448580635/c:line/m:interactions.svg)

- [--] Week [-----] +870%
- [--] Month [------] -3.20%
- [--] Months [---------] +1,398%
- [--] Year [---------] +1,312%

### Mentions: [--] [#](/creator/twitter::1651674474448580635/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1651674474448580635/c:line/m:posts_active.svg)

- [--] Week [--] +25%
- [--] Month [--] +21%
- [--] Months [---] +141%
- [--] Year [---] +323%

### Followers: [-----] [#](/creator/twitter::1651674474448580635/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1651674474448580635/c:line/m:followers.svg)

- [--] Week [-----] +0.21%
- [--] Month [-----] +0.98%
- [--] Months [-----] +47%
- [--] Year [-----] +95%

### CreatorRank: [---------] [#](/creator/twitter::1651674474448580635/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1651674474448580635/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47.37% [finance](/list/finance)  17.54% [cryptocurrencies](/list/cryptocurrencies)  3.51% [technology brands](/list/technology-brands)  3.51% [social networks](/list/social-networks)  2.63% [countries](/list/countries)  1.75% [currencies](/list/currencies)  0.88% [financial services](/list/financial-services)  0.88%

**Social topic influence**
[in the](/topic/in-the) 16.67%, [$inmb](/topic/$inmb) 10.53%, [$vktx](/topic/$vktx) 8.77%, [company](/topic/company) 7.89%, [market](/topic/market) 7.89%, [$aqst](/topic/$aqst) 7.02%, [$guts](/topic/$guts) 6.14%, [$anvs](/topic/$anvs) 6.14%, [$immx](/topic/$immx) 5.26%, [$nvo](/topic/$nvo) 5.26%

**Top accounts mentioned or mentioned by**
[@martinshkrelis](/creator/undefined) [@octopusking77](/creator/undefined) [@biotechscanner](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@jfais20](/creator/undefined) [@pharmdaz](/creator/undefined) [@martinshkreli](/creator/undefined) [@leadlagreport](/creator/undefined) [@melaschaffer](/creator/undefined) [@grantcardone](/creator/undefined) [@signulll](/creator/undefined) [@jamesekrause](/creator/undefined) [@fergjrf](/creator/undefined) [@antifachristian](/creator/undefined) [@timcarmichael3](/creator/undefined) [@andreagtc](/creator/undefined) [@biostockanalyst](/creator/undefined) [@semodough](/creator/undefined) [@pharmdca](/creator/undefined) [@adamfeuerstein](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Annovis Bio Inc. (ANVS)](/topic/$anvs) [Immix Biopharma, Inc.  (IMMX)](/topic/$immx) [Novo-Nordisk (NVO)](/topic/$nvo) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [Eli Lilly and Company (LLY)](/topic/$lly) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Bitcoin (BTC)](/topic/bitcoin) [Nanobiotix S.A. (NBTX)](/topic/$nbtx) [AbbVie Inc (ABBV)](/topic/$abbv) [Pfizer, Inc. (PFE)](/topic/$pfe) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [MAIA Biotechnology, Inc. (MAIA)](/topic/$maia) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Prothena Corporation plc Ordinary Shares (PRTA)](/topic/$prta) [AstraZeneca PLC (AZN)](/topic/$azn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$GUTS initiation piece. Super interesting company with a lot of potential. So far looks like one-time Revita treatment has a shot to cement the weight loss gains of GLP-1s. Seems to be the only company in the space (has Breakthrough designation) and lots of data coming"  
[X Link](https://x.com/anyuser/status/1963953766786371727)  2025-09-05T13:14Z [----] followers, 17.5K engagements


"$IMMX New piece summarizing recent events discussing competitive landscape and thinking through revenue potential and valuation. https://open.substack.com/pub/andersresearch/p/immix-biopharma-thesis-playing-outr=qr4p9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/andersresearch/p/immix-biopharma-thesis-playing-outr=qr4p9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Anders_Research/status/1998394421943886182)  2025-12-09T14:08Z [----] followers, [----] engagements


"$IMMX premarket signaling another up day coming. Stock is in the midst of a dramatic re-rating after being overlooked and ignored for a long time. Should easily reach $700+ million of peak sales versus $400M current MC ($300M EV). https://x.com/Quantumup1/status/1998754299422122357s=20 H.C. Wainwright y'day $IMMX's PT to $12 from $8 plusPoS to 85% and reiterated at a Buy rating. $PRTA $AZN JNJ ABBV TAK BMY SNY H.C. Wainwright said in its note: Over the weekend at the annual ASH meeting Immix presented Phase [--] results from the NEXICART-2 trial which is"  
[X Link](https://x.com/Anders_Research/status/1998757388409765914)  2025-12-10T14:11Z [----] followers, [----] engagements


"A review of names I covered this year and my thoughts on $GUTS $IVVD $IMMX $DRTS $ACOG etc. going into [----]. A very solid year besides one (big) mess-up. Live and learn. I learned more this year than ever before. Happy holidays to all. https://andersresearch.substack.com/p/2025-wrap-up-portfolio-thoughts-and https://andersresearch.substack.com/p/2025-wrap-up-portfolio-thoughts-and"  
[X Link](https://x.com/Anders_Research/status/2002814945134866629)  2025-12-21T18:54Z [----] followers, [----] engagements


"Interesting for $GUTS to be up 12% on a day where Reuters was covering the data study showing that only a minority (28%) of GLP-1 discontinuation patients regained significant weight. Trading has been sideways/down ahead of end-of-Jan data. We'll see https://www.reuters.com/business/healthcare-pharmaceuticals/many-patients-may-keep-off-lost-pounds-after-stopping-glp-1-us-data-suggests-2026-01-22/ https://www.reuters.com/business/healthcare-pharmaceuticals/many-patients-may-keep-off-lost-pounds-after-stopping-glp-1-us-data-suggests-2026-01-22/"  
[X Link](https://x.com/Anders_Research/status/2014446986221564097)  2026-01-22T21:16Z [----] followers, [----] engagements


"$IMMX getting Breakthrough Therapy Designation (it already had RMAT). Nice to know the FDA is taking notice and liking what they are doing. Company should be announcing completion of enrollment imminently then [--] months more observation then BLA. https://www.globenewswire.com/news-release/2026/01/28/3227633/0/en/Immix-Biopharma-Receives-U-S-FDA-Breakthrough-Therapy-Designation-for-NXC-201.html https://www.globenewswire.com/news-release/2026/01/28/3227633/0/en/Immix-Biopharma-Receives-U-S-FDA-Breakthrough-Therapy-Designation-for-NXC-201.html"  
[X Link](https://x.com/Anders_Research/status/2016539791924265274)  2026-01-28T15:52Z [----] followers, [----] engagements


"Totally agree with this way of framing/thinking about $GUTS. Some ramblings building off of this--how I am currently thinking through GUTS commercial potential. Of course there will be consumers that want to get a "one-and-done" (if it actually works). Obviously the durability data is going to need to be robust beyond 12-18 months--probably about [--] years of durability is where it starts to look really compelling for consumers and more importantly for payors/insurers. They will have something like [--] patients with 2-year data by mid-2027 (REMAIN + REVEAL cohorts) and then the 350-patient"  
[X Link](https://x.com/Anders_Research/status/2016552123379437752)  2026-01-28T16:41Z [----] followers, [----] engagements


"$GUTS wow Was not expecting that"  
[X Link](https://x.com/Anders_Research/status/2016881712194588751)  2026-01-29T14:30Z [----] followers, [----] engagements


"Getting kind of interested in nano-cap $RNTX. Desperately needs to raise basically Sh*tCo status right now but if/when they sort that out going to be an interesting story ahead of Phase [--] results in IPF (supposed to be 2H26 but seems like it could get pushed)"  
[X Link](https://x.com/Anders_Research/status/2018923731385753909)  2026-02-04T05:45Z [----] followers, [---] engagements


"Everything just got absolutely hammered. SPX QQQs XBI BTC. (Except for gold) https://x.com/Anders_Research/status/2020890435493699701s=20 Would be surprised if gold didn't get above probably well above $6000 in [----]. Would probably bet closer to $7000 than $6000 if I had to. Which is crazy considering it gained like 60% last year. https://x.com/Anders_Research/status/2020890435493699701s=20 Would be surprised if gold didn't get above probably well above $6000 in [----]. Would probably bet closer to $7000 than $6000 if I had to. Which is crazy considering it gained like 60% last year"  
[X Link](https://x.com/Anders_Research/status/2021608232452567415)  2026-02-11T15:32Z [----] followers, [---] engagements


"@Octopusking77 Honestly high-quality biotech really should be one of the better places to hide"  
[X Link](https://x.com/Anders_Research/status/2021608725232906681)  2026-02-11T15:34Z [----] followers, [--] engagements


"Bitcoin's narrative clearly broken (clear since Nov but has become blatant recently). Amazing to see influencers (milllion/billionaires) unable to understand this blaming things like "liquidity" or market makers. As long as this ignorance continues it will go lower. $BTC"  
[X Link](https://x.com/Anders_Research/status/2021609828724940910)  2026-02-11T15:38Z [----] followers, [---] engagements


"It has already behaved like a safe haven the past few weeks (and is up 40% so far this year). I am not sure if the Japan approval is ever coming at this point (it's not mgmt's fault but its been delayed like over a year now). Pancreatic and GBM data later this year should be big. https://twitter.com/i/web/status/2021610262235644286 https://twitter.com/i/web/status/2021610262235644286"  
[X Link](https://x.com/Anders_Research/status/2021610262235644286)  2026-02-11T15:40Z [----] followers, [--] engagements


"@jfais20 FOMO for which names/sectors"  
[X Link](https://x.com/Anders_Research/status/2021662570793644134)  2026-02-11T19:08Z [----] followers, [---] engagements


"AirBnB isnt even a SaaS This argument describes why a marketplace (with marketplace network effects) is immune to AI-related software development disruption. This argument applies to very few of the actual SaaS companies that are being sold off. Agree with getting bottoms-up though. https://twitter.com/i/web/status/2021966719170797775 https://twitter.com/i/web/status/2021966719170797775"  
[X Link](https://x.com/Anders_Research/status/2021966719170797775)  2026-02-12T15:16Z [----] followers, [---] engagements


"Markets are acting really normal these days aren't they. Especially when it comes to metals and such. Business as usual"  
[X Link](https://x.com/Anders_Research/status/2021988560531075392)  2026-02-12T16:43Z [----] followers, [----] engagements


"$GLD $GDX $SLV $SPX $QQQ"  
[X Link](https://x.com/Anders_Research/status/2021988706929062119)  2026-02-12T16:44Z [----] followers, [---] engagements


"$NBTX up another 8% as it just continues to rip. While the significantly more effect local radio-oncology play $DRTS is down 7% (albeit after a +40% run) All will be settled in the long run"  
[X Link](https://x.com/Anders_Research/status/1976363477674688978)  2025-10-09T19:05Z [----] followers, [----] engagements


"$DRTS breaking below the $3.75-$4.00 area. Still just crazy low volume--still completely undiscovered. Maybe like $NBTX a few months ago. Could be headed back down to $3 but feels like this level could be support given all of the momentum they are taking into 2026"  
[X Link](https://x.com/Anders_Research/status/1991231864028140006)  2025-11-19T19:47Z [----] followers, [----] engagements


"Mizuho initiates $IMMX with $14 PT. Sees the differentiation and puts peak sales at $1 billion (similar to estimates/scenario analysis)"  
[X Link](https://x.com/Anders_Research/status/2020904850729353307)  2026-02-09T16:57Z [----] followers, [----] engagements


"$HNGE is kind of a beast huh. And cheap"  
[X Link](https://x.com/Anders_Research/status/2021725761346900266)  2026-02-11T23:19Z [----] followers, [---] engagements


"@leadlagreport @Mela_Schaffer @GrantCardone Grant Cardone"  
[X Link](https://x.com/Anders_Research/status/2022183092304458239)  2026-02-13T05:36Z [----] followers, [---] engagements


"Have always found this point interesting: Full AI/robotics realization makes us way better/cheaper at making stuff (i.e. "good" deflation) yet economists techno-optimists Lutnick etc. talk about how it is going to bring us double-digit GDP growth. https://x.com/abcampbell/status/2022359100219408484s=20 @signulll The biggest tell is when they start talking about double digit growth numbers but dont even mention if they are quoting real or nominal. a world with automated knowledge work has a lot more supply so price goes 📉 while quantity goes 📈 everything else is _()_/"  
[X Link](https://x.com/Anders_Research/status/2022709548616757739)  2026-02-14T16:28Z [----] followers, [---] engagements


"$HTFL back near its IPO price after plummeting this past week (on no apparent news). Love the technology and believe its a superior/cheaper way of diagnosing CAD that should proliferate but management sill talking about reaching CF positivity within [--] years. 2028"  
[X Link](https://x.com/Anders_Research/status/2022713334462636235)  2026-02-14T16:43Z [----] followers, [---] engagements


"$ACOG $2.8 million revs vs. my $3 million estimate. Operating expense guidance down further to $28-30 million. Means company will be at breakeven run rate when it is treating [----] patients (was [----] at early Sept.) (Opex will increase if they do an Alz agitation study) https://twitter.com/i/web/status/1989081064149770339 https://twitter.com/i/web/status/1989081064149770339"  
[X Link](https://x.com/Anders_Research/status/1989081064149770339)  2025-11-13T21:20Z [----] followers, [---] engagements


"$NVO Evoke failure and lack of any real disease-modifying Alzheimer's readouts through 1H26 provide a nice backdrop for $ACOG. Next 2-3 quarters will be interesting. https://x.com/Anders_Research/status/1992979162613862513s=20 With $NVO failure looking at upcoming readouts in Alzheimer's/Parkinson's. There is very little in the catalyst pipeline (could be missing a few here). $ACIU the only real readout through 1H26 and no one cares about it (literally zero mentions on X). A-beta vaccine. https://t.co/yEDExpWi7v https://x.com/Anders_Research/status/1992979162613862513s=20 With $NVO failure"  
[X Link](https://x.com/Anders_Research/status/1993005690588385498)  2025-11-24T17:15Z [----] followers, [----] engagements


"$VKTX Overlooked fact: $MDGL resmetirom showed no additional improvement in liver fat reduction from [--] wks to [--] wks of treatment (attached). $VKTX showing continued improvement thru [--] wks would be a significant point of differentiation over $MDGL (on top of better safety)"  
[X Link](https://x.com/anyuser/status/1658626300909592576)  2023-05-17T00:11Z [----] followers, [----] engagements


"Biotech M&A comments from Jefferies: - Positive M&A thesis remains intact with runrate tracking to $200+ billion in [----] - Unaffected by $AMGN / $HZNP; believes deal will close by year end - Highlights $BIIB $ABBV and $PFE - Focus on Top [--] near-term drug launches👇👇"  
[X Link](https://x.com/anyuser/status/1660756505560334336)  2023-05-22T21:16Z [----] followers, [----] engagements


"Novo $NVO vs. Lilly $LLY GLP-1 Wars: Looks like Mounjaro new RX's are turning up again making up 22% of new GLP-1 prescriptions last week. Mounjaro recent strength is basically an inverse image of Wegovy new Rx's while Ozempic remains strong at 39% of new GLP-1 Rx's"  
[X Link](https://x.com/anyuser/status/1667232343067598857)  2023-06-09T18:09Z [----] followers, [----] engagements


"$TERN Misleading slide regarding competitors' ThR-beta assets in NASH especially regarding $VKTX VK2809: VK2809 Corrections: - Dosed either QD or QOD (i.e. daily or better-than-daily) - 37% and 48% liver fat reductions at 12-wks in the 1mg and 2.5mg QD doses (i.e. very low doses). - No cardiovascular abnormalities (troponin CK-MB etc.) reported in Phase 2a or Phase 2b. - No effect on thyroid hormones in Phase 2b. - VK2809 does not need to be refrigerated. Easily-disprovable characterization of VK2809 by $TERN"  
[X Link](https://x.com/anyuser/status/1668717029900140544)  2023-06-13T20:28Z [----] followers, 11.2K engagements


"Have been seeing this point about ThR-beta/alpha selectivity regarding $VKTX vs $TERN (and $MDGL to a lesser extent). $TERN certainly emphasizes it as an advantage over VK2809. It overlooks the following: The whole point of $VKTX VK2809 is that it is a prodrug which means it is metabolized and active in the liver (which contains ThR-beta receptors predominantly) with limited systemic exposure. That is likely why $VKTX was able to report 10% rate of GI side effects versus 30% for $MDGL. Even though $MDGL and $TERN are more "selective" for ThR-beta vs. ThR-alpha $VKTX is more selective for the"  
[X Link](https://x.com/anyuser/status/1668739831772356618)  2023-06-13T21:59Z [----] followers, [----] engagements


"$AXSM Auvelity weekly TRxs of [----] up 13% w/w according to IQVIA. Good to see $AXSM Auvelity break strongly above 4k after being mostly steady/stagnant for 4-6 weeks. Trend should continue as more insurance payers make coverage decisions (usually [--] months post launch)"  
[X Link](https://x.com/anyuser/status/1669692115121586179)  2023-06-16T13:03Z [----] followers, [----] engagements


"$DICE $2.4 billion buyout with interesting (not totally positive) readthrough to IL-17 competitor $MLTX (less instructive on recent IPO $SLRN) in our opinion. $DICE is not a direct comparison with $MLTX but $LLY did their DD and and chose $DICE likely to do with the oral availability. $DICE also has multiple other preclinical oral programs in large indications (IBD fibrosis even an oral PD-L1 inhibitor) and a drug discovery platform. Although a bit earlier stage than $MLTX (and $SLRN) $DICE 's Phase [--] IL-17 results were promising (pictured) and an oral agent would be clear differentiation vs."  
[X Link](https://x.com/anyuser/status/1671162416972062727)  2023-06-20T14:25Z [----] followers, [----] engagements


"Wells Fargo Top [--] Biotech Buyout Candidates: $AXSM an immediate bolt-on powerhouse in our opinion big pipeline led by very mechanistically strong AXS-05 (Auvelity). Also looking for SUNOSI as a "non-stimulant" in ADHD. $MDGL as well though the clock is ticking and better ThR-beta molecules will follow (eventually). #biotech #pharma"  
[X Link](https://x.com/anyuser/status/1672735200470523906)  2023-06-24T22:35Z [----] followers, 71.3K engagements


"$VKTX Interested in this topic of oral delivery of peptide therapies particularly as it relates to $VKTX VK2735 GLP-1/GIP. $NVO uses its SNAC delivery technology (via the acquistion of Emisphere Technologies) yielding 0.8% bioavailability. Do we know what $VKTX is using for oral delivery of the VK2735 peptide Oral version of VK2735 could be a big part of value prop to potential acquirer but havent been able to find any info anwhere. Any info is appreciated. @JamesEKrause @Ferg_JRF @AntifaChristian @TimCarmichael3 @Andre_AGTC On the delivery or oral peptide therapeutics a current state of the"  
[X Link](https://x.com/anyuser/status/1674950428620988423)  2023-07-01T01:17Z [----] followers, 13.6K engagements


"Goldman Sachs 2H23 Biotech Key Catalysts (pictured): Some highlights: $ACAD Monitoring Daybue launch in Rett syndrome; caution on schizophrenia Ph3 data. $SAGE Aug [--] PDUFA zuranolone MDD/PPD; positive view. US launch YE23. $BPMC Additional BLU-222 Ph1. #biotech #pharma"  
[X Link](https://x.com/anyuser/status/1679927822675001363)  2023-07-14T18:56Z [----] followers, [----] engagements


"$AXSM Mizuho KOLs thoughts on AXS-05 in AD Agitation and AXS-12 in narcolepsy. Generally mirrors our thinking: AXS-05 large opportunity in AD Agitation though driving uptake may prove difficult. AXS-12 is essentially irrelevant in $AXSM story due to undifferentiated MOA. Mizuho KOL comments in AD Agitation: - Large market/need for treatments in AD Agitation with 90% prevalence among AD patients - Branded therapy pricing may be an issue for uptake versus current off-label antipsychotic use Mizuho KOL comments in narcolepsy: - AXS-12 data likely to be positive but efficacy to likely to present"  
[X Link](https://x.com/anyuser/status/1682066657961754624)  2023-07-20T16:35Z [----] followers, [----] engagements


"$AXSM For the week ended 7/21 Auvelity TRx/NRx were 2984/4622 (+7%/+5% w/w) according to IQVIA and 3235/5192 (+4%/+5% w/w) according to Bloomberg Symphony. Solid last two weeks for Auvelity good to see. Hope to see NRx's continue to creep towards 3.5k and continued translation to TRx's. Piper Sandler calculates Auvelity's q/q TRx growth rate at 67% (29k in 1Q23 vs. 49k in 2Q23). Expects $23-$25mm of net revs for the 2Q23. Earnings call August 7th"  
[X Link](https://x.com/anyuser/status/1684937708215447553)  2023-07-28T14:43Z [----] followers, [----] engagements


"$AXSM Nice color provided by Piper Sandler talks w/ mgmt: Expansion of sales force (from [---] to 260) is expected to be complete by late November with the majority by October end. Vraylar (AbbVie; approved as adjunct in MDD in late 2022) has over [---] dedicated reps which has eaten into Auvelity share of voice a bit. Initial Vraylar MDD-specific thrust expected to wind down and Piper expects increased Auvelity head count to benefit sales growth starting 1Q24. $AXSM mgmt looking to idopathic hypersomnia as potential add-on indication for AXS-12"  
[X Link](https://x.com/anyuser/status/1706453213711360401)  2023-09-25T23:38Z [----] followers, [----] engagements


"$AXSM Auvelity +3%/3% for TRx/NRx (according to IQVIA) is positive but not exactly strong. Brings 3Q23 TRx to 62k growth of 27% q/q from 49k TRx in the 2Q23. Context: Mizuho reports that total antidepressant TRx were down -1% q/q. Summer months of Q3 are expected to be slower for psych Rx but Axsome would be nice to see return to consistent low/mid-single-digit w/w increases in Q4 especially as sales force expands. While the market seems unimpressed by Auvelity's recent performance it is still only slightly behind the Rexulti launch numbers and a bit ahead of Vraylar (pictured)"  
[X Link](https://x.com/anyuser/status/1710324714013409747)  2023-10-06T16:02Z [----] followers, [----] engagements


"$BIVI It feels odd to say but the data and discussion on this morning's call was encouraging. Refreshing to have such transparency and coherent discussion from a neurodegenerative biotech. While the data is still blinded they presented the full data distribution (shown below) with notable improvements on ADAS-Cog ADCS CDR-SB MMSE. The ADAS-Cog is the only one that looks to have a truly bimodal distribution (suggesting two separating treatment/placebo groups) while basically all measures showed a meaningful median improvement. Also included correlations between the different endpoints. Also"  
[X Link](https://x.com/anyuser/status/1719853209743688139)  2023-11-01T23:05Z [----] followers, [----] engagements


"$BIVI It almost seems like the market doesn't fully believe the blinded results that BioVie has presented over the past week maybe rightfully so. Still if ever there were a set of blinded data that looked promising in neurodegen this looks like it. Yes stock is up like 50% but still $160 million mkt cap. Clearly the market thinks the probability that this blinded data is real is low or 99.99% of the market has just completely forgotten about these names. Almost like the market doesn't even consider that a "best case" readout for neurodegen biotech is even possible. This is how it has felt"  
[X Link](https://x.com/anyuser/status/1719856249666224492)  2023-11-01T23:17Z [----] followers, [----] engagements


"MAIA Biotechnology: Significantly Undervalued With Novel Mechanism And Impressive Early Data New initiation writeup on $MAIA which is reporting early-stage data that suggests the potential to significantly outperform SoC in second- and third-line NSCLC. Key Points: MAIAs lead asset THIO targets telomeres/telomerase which is upregulated in cancer cells and has shown to be synergistic with PD-1 checkpoint inhibitors (e.g. Keytruda). Disease control rates (DCRs) of 90%+ in ongoing Phase [--] (n=37) are currently outpacing second- and third-line standard of care. All patients have previosuly failed"  
[X Link](https://x.com/anyuser/status/1743384677803569161)  2024-01-05T21:31Z [----] followers, [----] engagements


"Annovis: Potentially Encouraging Anecdotes and Weighing Phase [--] Parkinson's Prospects New update piece on $ANVS which is reading out its Phase [--] Parkinson's (PD) trial in the coming weeks. Key Points: We aim to put into perspective a sample of [--] patients in the Phase [--] trial that have reported their experiences online. 24-38% of this small sample experienced a clear noticeable or demonstrable improvement in PD symptoms. As we've previously mentioned we believe the doses in the Phase [--] PD trial are lower than optimal and expect the higher [--] mg dose to significantly outperform the [--] mg dose."  
[X Link](https://x.com/anyuser/status/1757061723620602131)  2024-02-12T15:18Z [----] followers, [----] engagements


"$ANVS Update from Brookline's discussion with mgmt: Couple of plasma irregularities that may delay the PD data for a couple of months and thus drive the stock lower. Our thesis remains unchanged for now but shares will likely continue to fall lower over the coming weeks--do with that opinion as you will. Interesting tidbit: AD topline data is thought to be on track for April with biomarker data in mid-March. Not sure why the biomarker data would come before full topline and not sure if we are trusting this timeline. Would be nice to get an update from the company itself. You would hope that"  
[X Link](https://x.com/anyuser/status/1762671555614515315)  2024-02-28T02:50Z [----] followers, [----] engagements


"Trying to weigh the PoS of $AMLX PHEONIX trial. Does anyone find it odd that the placebo group had a whopping 10-point decline (-1.66/month) on ALSFRS in the Phase [--] Centaur trial Average/expected decline for ALS patients over [--] months is 6-7 points. Missing something"  
[X Link](https://x.com/anyuser/status/1765469088451535296)  2024-03-06T20:06Z [----] followers, [----] engagements


"Someone close to me asking if they should buy $VKTX on today's weakness. This was my response let me know where I am wrong. "There are both near- and long-term considerations. The trouble is that $VKTX is now going to report the data for the oral version of its obesity drug in the 2Q24 and with these $NVO results which really blow everything that people thought about oral obesity drugs out of the water the bar is quite high for Viking's oral. Most people were projecting Viking oral therapy at much lower weight loss than Novo showed today. Novo acquired a company for $1.8 billion in 2020"  
[X Link](https://x.com/anyuser/status/1765783290034704838)  2024-03-07T16:55Z [----] followers, 37.4K engagements


"To those following $VTYX with specific interest in obesity. I saw it reported the NodThera's NLRP3 inhibitor preclinical results showed comparable weight loss to semaglutide in obese mice. In reality it resulted in 6.8% weight loss after [--] days versuss 14.3% for semgalutide. Half as good as semaglutide/Ozempic in obesity. (I know it is also about the systemic inflammatory markers with NLRP3). https://jpet.aspetjournals.org/content/388/3/813 https://jpet.aspetjournals.org/content/388/3/813"  
[X Link](https://x.com/anyuser/status/1766231074768621694)  2024-03-08T22:34Z [----] followers, 11.8K engagements


"My big question regarding $VTYX and NLRP3 is the fact that there are like seven other clinical-stage NLRP3 inhibitors. $RHHBY (via acquisition) $NVS (via acquisition) $NVO (in-licensing) NodThera Olatec Therapeutics EpicentRx Zydus etc. And they are basically all in the clinic in multiple indications. Hard to get a clear picture on differentiation between molecules what indications have shown to be promising (CAPS yes but knee pain) etc. https://drug-dev.com/inglammasome-inhibitors-21st-century-miracle-drugs-spotlight-on-clinical-nlrp3-inflammasome-inhibitors/"  
[X Link](https://x.com/anyuser/status/1767198560032805258)  2024-03-11T14:39Z [----] followers, [----] engagements


"Aquestive Therapeutics $AQST: Underappreciated Late-Stage Assets Present Significant Long-Term Opportunity Despite Recent Gains After all the discussion on $AQST over the past couple weeks decided to do a formal report. Believe it is pretty comprehensive. Strengthened my conviction as well. Some highlights: Anaphylm is likely to present a paradigm shift in the allergy/anaphylaxis market both improving patient experience and expanding the overall market. Anaphylm will ultimately be the leader in the space outperforming primary nasal spray competitor Neffy by $SPRY. $AQST which has an"  
[X Link](https://x.com/anyuser/status/1769465683492897251)  2024-03-17T20:47Z [----] followers, [----] engagements


"Just increased $AQST position size by about 15%. About a 55-60% discount to $SPRY here. Expect that gap to gradually close but some consolidation is healthy. Libervant PDUFA in April potential licensing/partnership announcement for both Libervant and Anaphylm this year more info on AQST-108 throughout [----]. Reiterating that $AQST looks like a strong long-term hold"  
[X Link](https://x.com/anyuser/status/1770088554326012092)  2024-03-19T14:02Z [----] followers, [----] engagements


"$AQST I stand corrected regarding an offering. Like I said company can absorb this and will be nice to have a bit of a cash cushion. Was thinking that a licensing/partnership deal would be reached for Libervant in the next quarter or so potentially avoiding a formal offering but I guess not. Company was running a less than ideal cash balance so makes sense even if they are approaching a deal for Libervant but now wondering about the timeline of that potential deal. https://x.com/Anders_Research/status/1770091533955367109s=20"  
[X Link](https://x.com/anyuser/status/1770188583573541318)  2024-03-19T20:40Z [----] followers, [----] engagements


"Should have put more emphasis on the pssibility of a deal for $AQST (Sunday night article came out at an unfortunate time) but the negative reaction to the deal is completely unjustified. Announcing and quickly pricing a $75 million deal for a $400 million mkt cap company shows strong demand for the deal. Allows the company to either pay off their $40 million of debt and/or just sit on a more comfortable cash position from both a clinical and partnering discussions standpoint. $AQST is now completely free to execute on their multi-year plan which I believe is a very compelling one. Adding"  
[X Link](https://x.com/anyuser/status/1770466819511386181)  2024-03-20T15:05Z [----] followers, [----] engagements


"@BIOTECHSCANNER You should be taking absolutely no grief for your coverage of $AQST. People are hilarious"  
[X Link](https://x.com/anyuser/status/1770472389597409562)  2024-03-20T15:28Z [----] followers, [----] engagements


"$VKTX continues to show that their R&D is up there with the Big Pharma innovators in the space $NVO and $LLY. Continues to exceed expectations this time the expectations of what we thought the limitations of an oral drug were specifically on the side effects side. They can easily push the dose higher meaning they will rival or exceed on both efficacy and tolerability versus top-tier subcutaneous drugs but as an oral. Impressive"  
[X Link](https://x.com/anyuser/status/1772629650092576903)  2024-03-26T14:20Z [----] followers, [----] engagements


"Better to have a moment of majorly increased notoriety than to go completely unnoticed. $AQST will re-enter the radar of investors soon enough. Next catalysts": Libervant PDUFA Liberavant and/or Anaphylm (ex-US) licensing deal and AQST-08 update later this year. Am I missing one (Besides NDA filing for Anaphylm likely late 2024/early 2025)"  
[X Link](https://x.com/anyuser/status/1772693396152324249)  2024-03-26T18:33Z [----] followers, [----] engagements


"A lot of people seem to be freaking out about $AQST shelf filing They just raised $75 million two weeks agothere is no offering happening right now This is a purely procedural move that allows them to offer shares in at some point in the future likely at much higher prices. Almost all biotech companies do this What are we freaking out about @BIOTECHSCANNER @pharmdaz"  
[X Link](https://x.com/anyuser/status/1775706881308135573)  2024-04-04T02:08Z [----] followers, [----] engagements


"Started building a position in $VERU early last week unfortunately looks like I will have to be satisfied with my half-sized position. SARMs for incretin/GLP-1 muscle wasting looks promising but a funny tidbit: $VKTX has what appears to be the best SARM: VK5211 (also known as Ligandrol). Of course Viking has this drug. Looks like $VERU and $VKTX have the only two real viable SARMs though and $VKTX with no plans to develop theirs hence the position in $VERU"  
[X Link](https://x.com/anyuser/status/1776331576114126867)  2024-04-05T19:30Z [----] followers, [----] engagements


"Seems to be confirmedpeople have begun to figure out that $VERU has an interesting non-myostatin approach to GLP-1 likely not revisiting the sub-$.70 range. A shame. Have only a half position. Still considering adding some. Only around $130 million of market cap still. Started building a position in $VERU early last week unfortunately looks like I will have to be satisfied with my half-sized position. SARMs for incretin/GLP-1 muscle wasting looks promising but a funny tidbit: $VKTX has what appears to be the best SARM: VK5211 (also known as https://t.co/4zhG04u2Bd Started building a position"  
[X Link](https://x.com/anyuser/status/1777394368397144535)  2024-04-08T17:53Z [----] followers, [----] engagements


"$VERU see ya later. People piling into what appears to be the most interesting non-myostatin muscle preservation play. Now far beyond the $1/share zone where Perceptive and Adage were building sizable positions in 4Q23. And we know what ownership by Perceptive Advisors tends to be a leading indicator of. @BioStockAnalyst"  
[X Link](https://x.com/anyuser/status/1778466037060489322)  2024-04-11T16:52Z [----] followers, 14.9K engagements


"Notes from Piper initiation on $AQST last week: - Allergy rescue market has been dramatically underpenetrated due to drawbacks of injectables. - Totality of evidence suggests Anaphylm is roughly equivalent to injectables. - Does not see nasal options as particularly threatening. - Confident in approval of Anaphylm in the 2H25. - Libervant is worth keeping a close eye on. - $10 price target based on $100+ million of EBITDA in [----]. Important to note that Piper was involved in $AQST's recent $75 million offering"  
[X Link](https://x.com/anyuser/status/1779945546771304522)  2024-04-15T18:51Z [----] followers, [----] engagements


"The brain in a neurodegenerative state cannot achieve iron homeostasis and eventually succumbs to iron overload-induced ferroptosis. This is an $ANVS tweet"  
[X Link](https://x.com/anyuser/status/1780708192387006514)  2024-04-17T21:21Z [----] followers, [----] engagements


"Another piece of bad news for the autoimmune CAR T therapy space: Amgen's blinatumomab BiTE therapeutic led to very deep responses in rheumatoid arthritis (RA) patients. BiTEs seem to have a better safety profile and some evidence is accumulating that CAR T durability might not be all that long (potentially negating the "one-and-done" element). Not great for $KYTX $CABA $RNAC $IMMX"  
[X Link](https://x.com/anyuser/status/1784432109953704443)  2024-04-28T03:59Z [----] followers, [----] engagements


"The nearly 3-year wait for more conclusive data on $ANVS posiphen/buntanetap will finally come to an end this coming week (most likely). Very surprised more people on BioTwitter are not at least monitoring a company with two large neurodegenerative trial readouts in the coming weeks. None of the big dogs around here like @semodough @pharmdca seem to know $ANVS even exists. Likely to make big news this week (hopefully for the right reason)"  
[X Link](https://x.com/anyuser/status/1784715677447647586)  2024-04-28T22:45Z [----] followers, [----] engagements


"Buntanetap's inhibition of Alpha Synuclein production is enhanced by the presence of cellular iron. There is just so much interesting research on $ANVS's posiphen/buntanetap. Only company I am aware of that appears to target the nexus of inflammation iron dysregulation and protein aggregation"  
[X Link](https://x.com/anyuser/status/1784724408625422435)  2024-04-28T23:20Z [----] followers, [----] engagements


"Canaccord note on $ANVS Alzheimer's results. Parkinson's trial becomes absolutely crucial now obviously"  
[X Link](https://x.com/anyuser/status/1785311440015900880)  2024-04-30T14:13Z [----] followers, [----] engagements


"$MAIA continues to grind higher crossing $100 million market cap now. Insider buying through March and April certainly helped and data in advanced NSLSC continues to appear better than available therapies. Long-term hold as long as data continues to mature well"  
[X Link](https://x.com/anyuser/status/1795852768118182080)  2024-05-29T16:20Z [----] followers, [----] engagements


"So just absolutely no numbers given by $SMMT just that they "decisively" beat Keytruda. What is the reason for not including numbers in a PR like this"  
[X Link](https://x.com/anyuser/status/1796272498851635631)  2024-05-30T20:08Z [----] followers, [----] engagements


"Many others have said it but: who in their right mind was buying $GPCR today The real question is: how did they get people to not drop out despite 63% rate of vomiting especially when patients know their are safer options already on the market Severe needle phobia"  
[X Link](https://x.com/anyuser/status/1797722656193819044)  2024-06-03T20:10Z [----] followers, [----] engagements


"Not sure what is more surprising: $GPCR up 50% yesterday on data that basically ensures it will never be successful in obesity. Or $VKTX trading down 10% after proving that it has best-in-class drugs for obesity diabetes and now liver disease. Its Opposite Week"  
[X Link](https://x.com/anyuser/status/1798041770716275062)  2024-06-04T17:18Z [----] followers, [----] engagements


"Despite immaculate data and close to $1 billion of cash $VKTX has surprisingly not been immune to the post-2022 laws of biotech: If you have no upcoming catalysts your stock will go down. No matter how good the data. People will circle back for the next round of data"  
[X Link](https://x.com/anyuser/status/1806458839606137256)  2024-06-27T22:45Z [----] followers, 11.8K engagements


"$ANVS results tomorrow. Needs to be a topline (no subgroup analysis) on either UPDRS Part II Part III or Total. Anything short of that and hard to see how the company will continue to exist. Still believe the science/mechanism is extremely unique and interesting in neurodegeneration but the data has to be there"  
[X Link](https://x.com/anyuser/status/1807866340197224737)  2024-07-01T19:58Z [----] followers, [----] engagements


"@adamfeuerstein Pretty good data as far as failed topline goes. I would say this drug will most likely work and get approved at some point far in the future (especially once they trial it at higher doses). Understand that you must celebrate a drug not hitting topline as part of your persona"  
[X Link](https://x.com/anyuser/status/1808126004352700548)  2024-07-02T13:10Z [----] followers, [----] engagements


"$ANVS saying they will ask FDA if they can file an NDA in Parkinsons with this data Chuckled a bit"  
[X Link](https://x.com/anyuser/status/1808345361074831537)  2024-07-03T03:41Z [----] followers, [----] engagements


"$LLY has one of the clearest identities in big pharma and these acquisitions just exude confidence. Lilly is kind of the anti-Pfizer"  
[X Link](https://x.com/anyuser/status/1810354099704987799)  2024-07-08T16:43Z [----] followers, [----] engagements


"Update from Stifel on chat with $VERU management earlier this week. Of note: Stifel claims there has been investor interest in the muscle loss/preservation angle of GLP-1 story. One data point but have been wondering if people still care. POTENTIAL RISK (in red): While it seems likely that enobosarm will hit on lean mass preservation and fat loss total body weight is harder to predict given the offsetting nature of enobosarm's effects. While $VERU mgmt apparently confident GLP-1 + enobosarm won't be worse than GLP-1 on total body weight results in prior studies of enobosarm are inconclusive."  
[X Link](https://x.com/anyuser/status/1882536479596904538)  2025-01-23T21:10Z [----] followers, [----] engagements


"@DueDoctor @DouglasYaoDY Exactly. Relatedly it would take a young talented ambitious person 10+ years to see their creation gain any notoriety in biotech. Tech moves 100x faster. Allows you to fail quicker which is huge"  
[X Link](https://x.com/anyuser/status/1902539833462972577)  2025-03-20T01:56Z [----] followers, [----] engagements


"Have to adapt and play the field as it lies in the current biotech market. $XBI Its been clear for months/years at this point that there is a game theory at play in biotech now: DO NOT OWN SOMETHING THAT YOU WILL BE ABLE TO BUY BACK LOWER IN 12-24 MONTHS. More and more people are playing by this rule and it self-fulfills and becomes the new market structure and it isn't totally unwarranted in my opinion. Biotech is slow probably the slowest most cash-destructive industry. It also fails at a 90%+ clip. The rest of the market especially tech (which is an increasingly larger portion of the"  
[X Link](https://x.com/anyuser/status/1904557708176470251)  2025-03-25T15:35Z [----] followers, [----] engagements


"Thinking $LLY's retatrutide is going to burst back to the forefront of the obesity/diabetes discussion this year"  
[X Link](https://x.com/anyuser/status/1919477325420278000)  2025-05-05T19:40Z [----] followers, [----] engagements


"Taking a position in $INMB here. Soluble TNF mechanism and the limited data are intriguing enough. Could start running approaching AD data in second half of June during which time I can decide if I want to hold through the readout"  
[X Link](https://x.com/anyuser/status/1920904320221860210)  2025-05-09T18:10Z [----] followers, [----] engagements


"@TheBio_Hunter Totally. Everyone whining when they own cash-incinerating dilution machines with 4+ years til potential revenue generation and most will fail anyways. I have said it before as the rest of the world speeds up biotechs glacial pace will feel painfully slower and slower"  
[X Link](https://x.com/anyuser/status/1922716708105523386)  2025-05-14T18:12Z [----] followers, [----] engagements


"See some people interpreting FDAs new COVID vaccine guidelines as positive for $MRNA and $BNTX $PFE. Completely ignores the fact that vaccines for COVID will continue to fall further out of favor with the general public And for good reason All the will have are elders and truly immunocompromised who are better off getting a long-acting prophylactic antibody anyways: $IVVD"  
[X Link](https://x.com/anyuser/status/1924982812030980185)  2025-05-21T00:17Z [----] followers, [----] engagements


"@BittelJulien Does anyone acknowledge that the time series of all these 'banana zone' graphs are totally not comparable"  
[X Link](https://x.com/anyuser/status/1927441723346599947)  2025-05-27T19:08Z [----] followers, [----] engagements


"Long thesis piece on $INMB going out early in the morning. Super speculative obviously feels like Alzheimer's will always fail. But XPro1595's selective TNF inhibition is a super interesting and central inflammatory mechanism with tons of preclinical data. You never know"  
[X Link](https://x.com/anyuser/status/1934443114925563951)  2025-06-16T02:49Z [----] followers, [----] engagements


"Speculative long thesis on INmune Bio $INMB ahead of imminent Phase [--] Alzheimer's readout Any mid-stage Alzheimer's trial feels like (and is) a long shot but XPro1595's uniquely strong mechanistic and intriguing Phase [--] data make $INMB worth a look. https://open.substack.com/pub/andersresearch/p/inmune-bio-imminent-phase-2-alzheimersr=qr4p9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/andersresearch/p/inmune-bio-imminent-phase-2-alzheimersr=qr4p9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1934618242380669107)  2025-06-16T14:25Z [----] followers, [----] engagements


"The pull of Martin Shkreli @MartinShkreli: $INMB down about 8% immediately after he posts the conclusion of his "analysis" on Twitter. His analysis has consisted mostly of telling his chat for months that he wants to get around to DD on $INMB because it is likely a good short (because it is in Alzheimer's). But largely he would get sidetracked by quantum computing stocks cursory looks at momentum stock like Circle turnaround/contrarian bets like $SRPT etc. From my count he did maybe [--] hours of real work on $INMB discontiguously. Could've been up to [--] hours--it is hard to watch his streams"  
[X Link](https://x.com/anyuser/status/1935064603748151586)  2025-06-17T19:58Z [----] followers, 17.3K engagements


"Check out Martin Shkreli @MartinShkreli's research process for honing his short thesis on $INMB. Step 1: Have the thought that anti-inflammatory drugs have been tried and failed in Alzheimer's before. Step 2: Look up "Alzheimer's steroid trial" on Pubmed. Step 3: Begin scrolling through the titles of 100's of studies many of which are completely irrelevant and open articles of interest as separate windows. Step 4: Only visit a couple of these articles you opened as separate windows and the ones you do visit barely read them. Just find the info that confirm that corticosteroids don't help in"  
[X Link](https://x.com/anyuser/status/1935198370743628263)  2025-06-18T04:50Z [----] followers, [----] engagements


"Had a nice chat with @MartinShkreli on his stream today regarding $INMB (around 5hrs 2mins in). Main topics/disputes: [--]. Prednisone efficacy in Alzheimer's has little/no predictive value as it relates to TNF and XPro mechanism. I argue prednisone is a stress hormone and is shown to impair cognition and memory in both healthy and diseased humans mediated primarily by non-TNF mechanisms which make the comparison irrelevant. He was mostly unaware of the extensive research showing corticosteroids have deleterious effects on cognition memory the hippocampus etc. Bonus point would be that"  
[X Link](https://x.com/anyuser/status/1935452206267847115)  2025-06-18T21:38Z [----] followers, 10K engagements


"Leaving aside @MartinShkreli's poorly thought out prednisone theory of why $INMB's drug won't work here are the actual risks/concerns for longs (I thought of [--] here): [--]. The company never reported the cognitive data from the Phase 1b trial. I assume it was messy on account of tiny n and short duration which is understandable but they still should have released it. A bad look annoys me. [--]. Some of the other Phase 1b data was never reported including some from the 0.6mg/kg group. [--]. The extension trial. This is a big one I have never gotten great clarity on. The company stated all [--] patients"  
[X Link](https://x.com/anyuser/status/1935909926708076575)  2025-06-20T03:57Z [----] followers, [----] engagements


"Portion of @MartinShkreli's stream today was honestly There was a guy on around noon (starts at 2hrs [--] mins) and they were talking $INMB mechanisms in Alzheimer's inflammation etc. Objectively was just a great discussion. Martin still very close minded and ignorant to multiple aspects of the Alzheimer's story (can't accept that MS and Alzheimer's are very different pathologies doesn't understand that steroids are stress hormones etc.) such is his contrarian disposition but still very interesting and they came around to agreeing on some things."  
[X Link](https://x.com/anyuser/status/1936188221135737223)  2025-06-20T22:23Z [----] followers, [----] engagements


"Anyone interested in $INMB on both the long and short side should read @anthonystaj's writeup. The full report on his blog not just the tweet. His analysis of the different PK and proteomic data reported for the Phase [--] demonstrate very deep industry experience. I think he makes a few really great points and it really highlights why speculating on $INMB is quite risky and for me increases my skepticism regarding why the Phase [--] data was presented the way it was why results were never published in a journal etc. I have found management to seem relatively authentic and trustworthy (though"  
[X Link](https://x.com/anyuser/status/1937225205774250336)  2025-06-23T19:04Z [----] followers, [----] engagements


"$NKTR should be up a lot more than 100% no Data is awesome"  
[X Link](https://x.com/anyuser/status/1937501777961607222)  2025-06-24T13:23Z [----] followers, [----] engagements


"Good move on $NKTR but lack of a "super move" commensurate with what the data seems to deserve has got me thinking. In general I don't think mid-stage companies are getting rewarded the way the used to in this biotech investing regime partially because generalists are mostly gone and even specialists are jaded. But also if you actually think through the new buyers of the stock which are predominantly those that were not watching or very aware of it prior to data it makes sense that stock price rise might be drawn out over days and potentially weeks as they: [--]. Understand and absorb the data"  
[X Link](https://x.com/anyuser/status/1938050338814128230)  2025-06-26T01:43Z [----] followers, [----] engagements


"Went over to check on @MartinShkreli's stream. Can find him scrolling through papers related to different aspects of inflammation in Alzheimer's. Seems to be how he has spent the lion's share of this week. Weird from a guy who thinks its unlikely that inflammation drives Alzheimer's pathology (lol). Every time I check in he seems to just be silently perusing a paper about microglia or some other inflammatory pathway. The interesting part is that he just reads the papers silently never offering any takeaways or insights to viewers. We are left wondering what his conclusions his supercomputer"  
[X Link](https://x.com/anyuser/status/1938348243878089187)  2025-06-26T21:26Z [----] followers, [----] engagements


"The kicker I forgot to add about lord @MartinShkrelis $INMB research process: He literally gets thru about 2-3 papers per day Go skim thru one of his full-length streams and you will see the same study on the screen for 3+ hours as he toggles between various distractions. Went over to check on @MartinShkreli's stream. Can find him scrolling through papers related to different aspects of inflammation in Alzheimer's. Seems to be how he has spent the lion's share of this week. Weird from a guy who thinks its unlikely that inflammation drives https://t.co/RNUibHAwKQ Went over to check on"  
[X Link](https://x.com/anyuser/status/1938395031456399595)  2025-06-27T00:32Z [----] followers, 11.9K engagements


"For some $INMB amusement just look at the kind of idiots this company is attracting 😂 This guy is trying to publish a serious short report and: [--]. Doesn't know data is coming Monday [--]. Doesn't know $INMB's trial has a placebo group and [--]. Complains the trial isn't "peer-reviewed" BEFORE it releases results 😂 $INMB lore is reaching new levels. Thank you @BmfReports"  
[X Link](https://x.com/anyuser/status/1939036733179330752)  2025-06-28T19:02Z [----] followers, [----] engagements


"$INMB Another failed Alzheimer's drug. Trial failure not totally surprising but the lack of a real serviceable spin definitely is. Good game to all. Made many friends along the way. On to the next"  
[X Link](https://x.com/anyuser/status/1939665767827374578)  2025-06-30T12:42Z [----] followers, [----] engagements


"Let the Shkreli minions rain"  
[X Link](https://x.com/anyuser/status/1939666754558460288)  2025-06-30T12:46Z [----] followers, [----] engagements


"Stats on $INMB position and loss: 6% of portfolio position at initiation. Sold at 71% loss ($7.11/share avg. price vs. $2.06/share sale price). Net portfolio impact: -4.3%"  
[X Link](https://x.com/anyuser/status/1939690137253773317)  2025-06-30T14:19Z [----] followers, [----] engagements


"Cognition Therapeutics $CGTX with a triple over the past month and don't see anyone on BioX mentioning. A sigma-2 agonist (like $AVXL (yes sounds bad)) with interesting data particularly in Dementia w/ Lewy Body. I revisited but dismissed back in June based on the fact they're best data in Alzheimer's is a sub-population (mild/moderate based on pTau-217) and the mechanism of action. Stock running on a bunch of recent news most notably that the FDA has provided guidance on a Phase [--] program. Funding concerns are becoming imminent which was another reason for my passing but perhaps management"  
[X Link](https://x.com/anyuser/status/1958922727147839777)  2025-08-22T16:02Z [----] followers, [----] engagements


"New piece recapping the $IVVD story and recent news that the HHS may "ban" COVID vaccines. Compelling story that should eventually play out regardless of a COVID vaccine ban. Long half-life mAbs simply provide superior protection and lower side effects vs. vaccines"  
[X Link](https://x.com/anyuser/status/1961085468121997558)  2025-08-28T15:16Z [----] followers, [----] engagements


"@Biohazard3737 And on top of that does anyone think that bringing mortgage rates down (if it were somehow possible) will actually make housing more affordable"  
[X Link](https://x.com/anyuser/status/1962964545669882090)  2025-09-02T19:43Z [----] followers, [---] engagements


"H.C. Wainwright initiating $GUTS at $9 PT today. Obviously doesn't mean a ton since they would love to have want $GUTS's banking business. But it is interesting to see [--] PhD's listed as authors of the initiation. Usually just one or two analysts on HCW pieces"  
[X Link](https://x.com/anyuser/status/1967665868369957269)  2025-09-15T19:04Z [----] followers, [----] engagements


"Quick note on $GUTS following the results and financing today"  
[X Link](https://x.com/anyuser/status/1971633927032103086)  2025-09-26T17:52Z [----] followers, [----] engagements


"Assume $QURE is just going to follow the same post-data pattern as $CDTX $NKTR and $ABVX. Seems to be a repeating pattern this year enabled by a year that has included some real blockbuster readouts. Assume $QURE will just much up following a little bit of turbulence here"  
[X Link](https://x.com/anyuser/status/1973427491101614352)  2025-10-01T16:39Z [----] followers, [----] engagements


"People love and have rightfully assigned $CDTX a market cap of $2.5+ billion. While $IVVD which solves an arguably more damaging problem (COVID vs. flu) still sits below $400 million MC even after this recent move. Same value prop roughly same timeline to market"  
[X Link](https://x.com/anyuser/status/1976364405504999769)  2025-10-09T19:09Z [----] followers, [----] engagements


"@zoomyzoomm Photoshopped. Says down $14 million which is 99.7% but theres $4 million left"  
[X Link](https://x.com/anyuser/status/1976816474057785808)  2025-10-11T01:05Z [----] followers, 43.3K engagements


"In general I avoid oncology because it is obviously one of the densest and most rigorous areas of biotech. But $DRTS is unique and differentiated enough that I made an exception. New long thesis"  
[X Link](https://x.com/Anders_Research/status/1978558621081313459)  2025-10-15T20:28Z [----] followers, [----] engagements


"Even Rolling Stone acknowledging Long Covid. Feels like we are turning a corner where the Overton window is starting to include the fact that Long Covid is real and prevalent. Huge opportunity for $IVVD to help a lot of people. Waiting on an update. Long Covid Is Real And Its Changing an Entire Generation Hundreds of thousands of kids in America are struggling with an illness that many doctors and schools refuse to recognize.e Feature: https://t.co/q0QjHOh9Bq https://t.co/1dTfHH1BXm Long Covid Is Real And Its Changing an Entire Generation Hundreds of thousands of kids in America are"  
[X Link](https://x.com/anyuser/status/1978887800456970655)  2025-10-16T18:16Z [----] followers, [----] engagements


"$VTGN CEO said that they would announce last patient last visit and that data would be 6-8 weeks later. No announcement of last patient last visit yet. So basically already flirting with Christmas time for data readout. CEO has been confident on 4Q25 readout"  
[X Link](https://x.com/anyuser/status/1980843307552108661)  2025-10-22T03:47Z [----] followers, 10.6K engagements


"Started $VTGN position today based on the idea: 1) $100mm MC in massive and basically untapped SAD market 2) Fasendiol unique MoA intranasal non-addictive 3) Has two shots on goal (Palisade [--] and 4) for potential approval submission in [----] https://x.com/Anders_Research/status/1980843307552108661 $VTGN CEO said that they would announce last patient last visit and that data would be 6-8 weeks later. No announcement of last patient last visit yet. So basically already flirting with Christmas time for data readout. CEO has been confident on 4Q25 readout. https://t.co/llWsDYquHC"  
[X Link](https://x.com/anyuser/status/1981010303870775351)  2025-10-22T14:50Z [----] followers, 18.1K engagements


"Going back to $VTYX Parkinson's data from June It is pretty wild that it reached deep stat. sig. in an 11-patient study (yes open-label) at only [--] days It makes sense given this crazy 80% drop in hsCRP starting at WEEK 1"  
[X Link](https://x.com/anyuser/status/1981120088813293987)  2025-10-22T22:06Z [----] followers, [----] engagements


"It is very good at sounding insightful and can be a good read but I realized it is essentially just eloquently stating what all the smart macro/btc/crypto people talk about. It shifts what it is talking about depending on what is working and acts as if it told the future when really it was emphatic that bitcoin was going to go parabolic back in May/June which obviously it hasnt. As gold started to work more it shifted to talking about gold more. It doesnt know where markets are going like the the rest of us it just has a very eloquent AI way of saying it"  
[X Link](https://x.com/anyuser/status/1981575950371320221)  2025-10-24T04:18Z [----] followers, [----] engagements


"$COYA been a very boring stock for 12-18 months. They will likely report that they very significantly slowed (perhaps halted) functional decline in [--] FTD patients in the next month or so. It is likely that no one will care about that (the results were already telegraphed in April when they announced they significantly slowed decline in [--] patients). The ALS trial $COYA's main historical value driver has been continually (and painfully) delayed. Despite the trial initiating in October and four sites being listed as "Recruiting" on ClinicalTrials the company's December deck now states that it"  
[X Link](https://x.com/Anders_Research/status/1998421653861122204)  2025-12-09T15:57Z [----] followers, [---] engagements

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