#  @Anders_Research Anders Research Anders Research posts on X about in the, $guts, $vktx, $ivvd the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1651674474448580635/interactions)  - [--] Week [-----] +870% - [--] Month [------] -3.20% - [--] Months [---------] +1,398% - [--] Year [---------] +1,312% ### Mentions: [--] [#](/creator/twitter::1651674474448580635/posts_active)  - [--] Week [--] +25% - [--] Month [--] +21% - [--] Months [---] +141% - [--] Year [---] +323% ### Followers: [-----] [#](/creator/twitter::1651674474448580635/followers)  - [--] Week [-----] +0.21% - [--] Month [-----] +0.98% - [--] Months [-----] +47% - [--] Year [-----] +95% ### CreatorRank: [---------] [#](/creator/twitter::1651674474448580635/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [countries](/list/countries) [currencies](/list/currencies) [exchanges](/list/exchanges) [financial services](/list/financial-services) [products](/list/products) **Social topic influence** [in the](/topic/in-the), [$guts](/topic/$guts), [$vktx](/topic/$vktx), [$ivvd](/topic/$ivvd), [$inmb](/topic/$inmb), [$nvo](/topic/$nvo), [$vtyx](/topic/$vtyx), [$anvs](/topic/$anvs), [$immx](/topic/$immx), [$lly](/topic/$lly) **Top assets mentioned** [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [Novo-Nordisk (NVO)](/topic/$nvo) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Annovis Bio Inc. (ANVS)](/topic/$anvs) [Immix Biopharma, Inc. (IMMX)](/topic/$immx) [Eli Lilly and Company (LLY)](/topic/$lly) [Pfizer, Inc. (PFE)](/topic/$pfe) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Bitcoin (BTC)](/topic/bitcoin) [Coya Therapeutics, Inc. (COYA)](/topic/$coya) [Sanofi (SNY)](/topic/sanofi) [MAIA Biotechnology, Inc. (MAIA)](/topic/$maia) [Synthetify (SNY)](/topic/$sny) [Render (RENDER)](/topic/$rndr) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Abivax SA (ABVX)](/topic/$abvx) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Klaydice (DICE)](/topic/$dice) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Biogen Inc (BIIB)](/topic/$biib) [Alto Neuroscience, Inc. (ANRO)](/topic/$anro) [ARS Pharmaceuticals, Inc. (SPRY)](/topic/$spry) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) ### Top Social Posts Top posts by engagements in the last [--] hours "$SLRN Acelyrins planned $451 million IPO is set to be the largest biotech IPO since February [----]. Our thoughts: - $SLRN showing promising efficacy but facing strong clinical-stage competition in HS PsA PsO and related indications from $MLTX MoonLake and $DICE DICE SCIENCE:" [X Link](https://x.com/Anders_Research/status/1653972712631541763) 2023-05-04T03:59Z [----] followers, [---] engagements "@Ferg_JRF $PRVB agreed to be acquired by $SNY at a 273% premium to the previous close in March though that is an exception obviously. Agree $VKTX ultimately should be looking for $5+ billion ideally far more given their pipeline. Still early is the hurdle though very promising" [X Link](https://x.com/Anders_Research/status/1658926933134942214) 2023-05-17T20:06Z [----] followers, [--] engagements "Some key recent earnings call comments: $NVS: "we are very actively looking across a range. continue to focus primarily in the sub-$5 billion range" $GSK: "we expect to do more targeted bis dev in the year ahead" $MRK: "bis dev remains a high priority" etc" [X Link](https://x.com/Anders_Research/status/1660756507875483648) 2023-05-22T21:16Z [---] followers, [--] engagements "@mannyvacchiano $TERN Phase 2a enpoints are indeed non-invasive: MRI PDFF and a newer NASH endpoint called cT1" [X Link](https://x.com/Anders_Research/status/1661078240016859138) 2023-05-23T18:34Z [----] followers, [---] engagements "Some thoughts on $PFE data and oral GLP-1s: - While existing and clinical-stage SubQ GLP-1/GIP/amylin drugs will likely remain larger mkt orals will capture a large % and importantly expand the mkt. - Companies pursuing orals: $PFE $LLY $VKTX $TERN $GPCR. Re $PFE data:" [X Link](https://x.com/Anders_Research/status/1661474332181430274) 2023-05-24T20:48Z [---] followers, [--] engagements "- The $PFE danuglipron data was (mostly) known presented at EASD in Sep. [--] - 👇Danu's 120mg BID cohort acheiving 4.6kg body weight reduction shown on the EASD [----] poster and in this week's JAMA pub - i.e. we already knew" [X Link](https://x.com/Anders_Research/status/1661474333997563907) 2023-05-24T20:48Z [---] followers, [--] engagements "that "Danuglipron may be as effective as Ozempic" yet the market reacted with $PFE highest volume positive trading day since [----] (COVID-19) - The new information from the JAMA pub was the safety data which showed a 34% discontinuation rate and 25% vomiting - While this is" [X Link](https://x.com/Anders_Research/status/1661474336736428032) 2023-05-24T20:48Z [---] followers, [--] engagements "@AntifaChristian @Pharmdca @OMillionaires $PFE oral drug is a small molecule while VK2753 is a peptide drug. $PFE data (which was already reported last year) really didnt do anything to de-risk $VKTX oral Rybelsus data this week is a good comp Different than $MDGl which did de-risk VK2809 because of the shared MoA" [X Link](https://x.com/Anders_Research/status/1661532302240006144) 2023-05-25T00:39Z [---] followers, [--] engagements "@Ferg_JRF @Andre_AGTC Not really a me-too Rybelsus as $GPCR is a small molecule. More analogous to what $LLY and $PFE are advancing. While small molecules could turn out to provide minimal efficacy advantage over oral peptides (Rybelsus) they will definitely avoid the (mild-ish) dosing restrictions" [X Link](https://x.com/Anders_Research/status/1662178954638180353) 2023-05-26T19:28Z [---] followers, [--] engagements "Strange that GLP-1 (glucagon-like peptide 1) has the name that it does considering it has essentially opposite effects to glucagon Guessing their structures are similar $LLY $PFE $NVO $VKTX $GPCR" [X Link](https://x.com/Anders_Research/status/1662972720823382016) 2023-05-29T00:02Z [---] followers, [--] engagements "$NVO and $LLY continue to battle for the GLP-1 space. Despite Mounjaro's perceived superior clinical profile Ozempic has actually expanded its lead in T2D over the past 3-6 months. Ozempic currently comprises 46% of GLP-1 NRx's versus just 24% for Mounjaro (pictured). And" [X Link](https://x.com/Anders_Research/status/1664715302330855424) 2023-06-02T19:27Z [---] followers, [--] engagements "Interestingly this Ozempic outperformance comes after Mounjaro and Ozempic were both at about 35% of NRx's in GLP-1s for T2D back in November [----]. Its likely that $LLY's supply ramp constraints are limiting Rx's (similar to $NVO) rather than demand for the drug" [X Link](https://x.com/Anders_Research/status/1664715303836692481) 2023-06-02T19:27Z [---] followers, [--] engagements "$VKTX Seems a bit strange that $MDGL $AKRO $GPCR $TERN and $ALT are all presenting at Jefferies Healthcare conference this week with most also scheduled to present at Goldman Healthcare next week and yet $VKTX has not announced any upcoming conferences Would be great to hear an update and their thoughts on all the recent events in the metabolic space" [X Link](https://x.com/Anders_Research/status/1666668437710438400) 2023-06-08T04:48Z [----] followers, [----] engagements "@Pharmdca Seems there might be more downside risk for $TERN in the event that data is seen as worse than the standard set by $VKTX than there is upside potential in the case of on-par/good results. ThR-beta is validated but $TERN is squarely in third place and other MoAs showing benefit" [X Link](https://x.com/Anders_Research/status/1666815153499783168) 2023-06-08T14:31Z [---] followers, [--] engagements "$BIIB $EASIY Receives full approval as expected. The commercial rollout over the next 2-3 years will tell the true tale: That these anti-amyloid mAbs from $BIIB and $LLY do not deliver clinically-meaningful improvements and come with real cerebrovascular consequences for $50k/year. Just speaks to the lack of alternatives in the space unfortunately. Families/caretakers will want to give the mAbs in some cases because it is the only option only to see no observable change in their loved one's disease progression. Lecanemab patients declined 4+ pts on ADAS-Cog14 over [--] months right in line with" [X Link](https://x.com/Anders_Research/status/1667271001652994049) 2023-06-09T20:42Z [----] followers, [----] engagements "Valuation gap between $TERN and others is at least partly justified at least on the basis of TERN-501 which is in 3rd place in the ThR-beta class for NASH and at least 1-2 years behind $VKTX (Phase 2a vs. Phase 2b). TERN-501 will almost certainly be better than $MDGL 's" [X Link](https://x.com/Anders_Research/status/1668709714648023040) 2023-06-13T19:59Z [---] followers, [--] engagements "Lots to be excited about for $AXSM currently. However one concern is will SUNOSI reach its full potential in EDS for obstructive sleep apnea (OSA). SUNOSI TRx growth (1st picture) has slowed considerably and reported just $12.9 million in net sales in the 1Q23. $AXSM management assigned it the lowest peak sales estimate of any of its [--] current/potential indications at $300-$500 million. $AXSM still needs to 6x SUNOSI sales to hit the low end of that estimate. SUNOSI's label for EDS in OSA was (is) a massive upside opportunity for $AXSM in our opinion with [--] million OSA patients and at least" [X Link](https://x.com/Anders_Research/status/1669494642214092801) 2023-06-15T23:58Z [----] followers, [----] engagements "@Andre_AGTC Mostly common sense from $AZN seeing as $LLY $PFE and $GPCR (and perhaps some others like $TERN) are already proving to have viable candidates and designing small molecule to agonize incretin receptors is not easy. Also the oral formulation of $NVO 's semaglutide (already" [X Link](https://x.com/Anders_Research/status/1670827234045710336) 2023-06-19T16:13Z [---] followers, [--] engagements "$MLTX data coming any day now; likely increased attention given the $DICE $2.4bb acquisition by $LLY. Jefferies out with a series of 5() notes yesterday setting the stage for the HS data. Their key points: 🧵" [X Link](https://x.com/Anders_Research/status/1671305401030045696) 2023-06-20T23:57Z [---] followers, [----] engagements "$VKTX $TERN With increased attention on ADA market is coming to the realization that this #diabetes / #obesity space is extremely crowded and that the big guys $LLY $PFE and $NVO have their ducks in a row. Still like $VKTX given its portfoliorespresents comprehensive" [X Link](https://x.com/Anders_Research/status/1673339484266455041) 2023-06-28T14:39Z [---] followers, [----] engagements "Interested in this topic as well particularly as it relates to $VKTX VK2735. Second paper you cited is authored by Eli Lilly scientists interestingly. $NVO has its SNAC oral peptide delivery technology which your citations show ha 0.8% absorption but what is $VKTX using. Haven't been able to find any info anywhere" [X Link](https://x.com/Anders_Research/status/1674933445510742017) 2023-07-01T00:10Z [----] followers, [---] engagements "breast cancer data 1H23; look for clinical signals. BLU-263 Ph2/3 systemic mastocytosis data 2H23. $SRPT SRP-9001 Ph3 DMD data late 2023; could expand label. Accelerated approval launch underway. $ALNY Oct [--] PDUFA for Onpattro in ATTR-CM; AdCom could" [X Link](https://x.com/Anders_Research/status/1679927824419790848) 2023-07-14T18:56Z [---] followers, [--] engagements "Great comments thank you. The explanations offered by $RLMD for the high pbo response (two problem site COVID etc.) indeed seem substantiated. Where do they break out the top problem site with a [--] pt MADRS pbo effect I know they have broken out the patients from "verifiable sources" in the deck but haven't come across that specific breakout of the top problem site" [X Link](https://x.com/Anders_Research/status/1708260074412511463) 2023-09-30T23:18Z [---] followers, [---] engagements "@AF2Communicate Nothing surprising. Have to look past the verbage of these PRs with $ANVS . We have written about the way this company communicates. Very unprofessional. Mechanism is very interesting but public relations a nightmare. Data at end of year will be interesting" [X Link](https://x.com/Anders_Research/status/1712881228599222655) 2023-10-13T17:21Z [---] followers, [---] engagements "Initiation report on $RLMD Relmada Therapeutics a Phase [--] MDD biotech which has been wrongfully written off by investors. Key points: 1) $RLMD was valued at $1 billion in [----] but now trades at sub-$100mm after reporting two negative Phase [--] trials" [X Link](https://x.com/Anders_Research/status/1714148753295257978) 2023-10-17T05:18Z [---] followers, [----] engagements "$ABVX Haven't seen much on Abivax's $250 million Nasdaq cross-listing set to trade Thursday. Some key points: Lead candidate obefazimod is an oral small molecule designed to upregulate anti-inflammatory miR-124. In Phase [--] for ulcerative colitis (UC) which has" [X Link](https://x.com/Anders_Research/status/1714496590080061630) 2023-10-18T04:20Z [---] followers, [---] engagements "Efficacy has been solid with short-term Phase 2b "induction" data reporting a 17-26% remission rate and 60% response rate at [--] weeks. Longer-term Phase 2b "maintenance" data showed continued improvement: 50%+ remission rate at [--] year and [--] years (second image)" [X Link](https://x.com/Anders_Research/status/1714496594098213342) 2023-10-18T04:20Z [---] followers, [--] engagements "$ABVX short-term efficacy is a bit behind the most-effective UC treatments on a pbo-adj basis. Example: $ABBV's Rinvoq reported 20-29% remission in its induction trials (vs. 15-19% for $ABVX). However $ABVX appears competitive/favorable in maintenance setting (2nd)" [X Link](https://x.com/Anders_Research/status/1714496596388229409) 2023-10-18T04:20Z [---] followers, [---] engagements "Upcoming Catalysts: Scheduled to present preliminary data at ESMO on Monday Oct 24th which will likely include ORR data for at least [--] patients at [--] wks of treatment. US expansion of ongoing NSCLC Phase [--]. Initiation of HCC CRC and soft tissue trial around YE24" [X Link](https://x.com/Anders_Research/status/1715051369156006254) 2023-10-19T17:04Z [---] followers, [---] engagements "$BIVI A lot of pretty definitive or at least strongly suggestive comments from the CEO about the blinded data on both cognitive and imaging endpoints. Hypothetically what would it mean for the space if little $BIVI really does report groundbreaking data post-Thanksgiving: 50% rates of amyloid negativity strongly statistically significant cognitive improvements etc. It is hard to imagine. Have to believe the data will come out mixed (best case) like all the other neurodegen names that have come and gone. Interesting to think about what positive results would do to names like $BBIO $PRTA as" [X Link](https://x.com/Anders_Research/status/1719191232692306258) 2023-10-31T03:15Z [---] followers, [---] engagements "$VYGR This name back to sub-$300 million market cap where it started the year. Digging into this company get interesting quickly with partnerships/out-licensing with $NBIX $NVO $PFE and $SGMO for its AAV capsid including significant up front payments (over $200 million since start of 2022)" [X Link](https://x.com/Anders_Research/status/1719212436861882759) 2023-10-31T04:39Z [----] followers, [----] engagements "$RYZB (last month) and Apogee Therapeutics (July) have hung in there up 8% and 1% respectively from IPO. The rest are down between 20% and 70%. $LXEO is pursuing at least one novel indication giving transgenic APOE2 in APOE4 homozygous AD patients. Hard to imagine a pop" [X Link](https://x.com/Anders_Research/status/1719482705589461338) 2023-10-31T22:33Z [---] followers, [----] engagements "$LXEO Gene therapy IPO Lexeo Therapeutics is planning to raise $126 million at a $365 million post-IPO mkt cap expected to trade Friday. Some key points: Lead asset LX2006 is an AAV10-based gene therapy being advanced in Friedreich's Ataxia (FA)" [X Link](https://x.com/Anders_Research/status/1719488411000619014) 2023-10-31T22:55Z [---] followers, [---] engagements "@BowTiedBiotech @BowTiedBiotech @Andre_AGTC Don't forget incretin/GLP-1 biotech Carmot Therapeutics $CARM likely launching its IPO on Monday" [X Link](https://x.com/Anders_Research/status/1730664146767622264) 2023-12-01T19:04Z [---] followers, [---] engagements "@mtheory11bio @monaco_biotech Still pretty drastic movement for just a data run-up. Someone thinks they know something" [X Link](https://x.com/anyuser/status/1740078178616631475) 2023-12-27T18:32Z [--] followers, [---] engagements "Pretty surprising to see the $GRCL acquisition by $AZN have no effect on $IMMX. $IMMX is basically flat yesterday and today even with one of Nexcella's closer comps bought for $1.2 billion. Similar stages of development similar indications. $GRCL differentiator is dual antigen targeting and fast manufacturing while $IMMX has best-in-class safety profile among BCMA CAR-Ts. Safety likely going to be a big factor in this autoimmune CAR-T competition" [X Link](https://x.com/Anders_Research/status/1740092716678045984) 2023-12-27T19:30Z [---] followers, [---] engagements "$RLMD Not a good corporate update from Relmada yesterday. Clinical enrollment clearly slower than preciously guided readouts likely to be pushed back further. Big problem is CMO Cedric O Gorman leaving likely due to some dissatisfaction between him and the company. He and his track record were a big source of confidence for us Sold most of our long stock position today betting will be able to buy it back lower. Kept [----] LEAPS" [X Link](https://x.com/Anders_Research/status/1743336547796337114) 2024-01-05T18:19Z [---] followers, [---] engagements "Neumora Therapeutics $NMRA seems to be a pretty good long-term short opportunity. Trades at $2.4 billion of mkt cap for no good reason that we can see. Neumora $NMRA Phase [--] results in MDD are quite shaky. KOR antagonist rationale shaky. Currently wildly understating its time-to-NDA (in our opinion). Rest of pipeline is very early-stage and nothing novel. Valuation could easily get cut in half and be fair in our opinion. Unfortunately options market has virtually no activity massive spreads" [X Link](https://x.com/Anders_Research/status/1753129631392162087) 2024-02-01T18:54Z [----] followers, [----] engagements "@BioStockAnalyst $ANRO is pretty interesting at its IPO valuation Early pipeline is yet to be validated but biomarker-based approach to lead asset ALTO-100 yielded strong Phase 2a results. Alto Therapeutics $ALTO IPO: Reviving Failed Drugs with Biomarker-Based Psychiatry $ALTO is pursuing psychiatric disorders with a pipeline of [--] clinical-stage candidates in-licensed from other companies (including Novartis and Merck) after failed early trials. https://t.co/kKMERchxnY Alto Therapeutics $ALTO IPO: Reviving Failed Drugs with Biomarker-Based Psychiatry $ALTO is pursuing psychiatric disorders" [X Link](https://x.com/Anders_Research/status/1753417317763944700) 2024-02-02T13:57Z [---] followers, [---] engagements "@jfais20 $GUTS has a weight loss/diabetes procedure that is approved in Europe with comparable weight loss/HbA1c reduction to GLP-1s" [X Link](https://x.com/Anders_Research/status/1753428056809554321) 2024-02-02T14:40Z [---] followers, [---] engagements "$ANRO Alto Neuroscience pricing its upsized deal at the high end of the range raising $129 million (+28% vs. expected). Pretty interesting story/lead asset (as we've discussed) More strength in the biotech IPO market after two upsized deals last week $CGON and $AVBP. https://twitter.com/Anders_Research/status/1753150187525066818 https://twitter.com/Anders_Research/status/1753150187525066818" [X Link](https://x.com/Anders_Research/status/1753431658731123196) 2024-02-02T14:54Z [----] followers, [---] engagements "Cramer saying $AXSM looks like a good opportunity here. Honestly didn't do the worst job summing it up though a little late now. The vision was pretty clear as far back as May [----] (and earlier). 👇" [X Link](https://x.com/Anders_Research/status/1754735504304538078) 2024-02-06T05:15Z [---] followers, [---] engagements "@Andre_AGTC @Maximus_Holla Implied volatility for $AMLX is huge" [X Link](https://x.com/Anders_Research/status/1765525739116343407) 2024-03-06T23:51Z [----] followers, [---] engagements "@Andre_AGTC Just trying to eatimate the probability of success. Presenting bits of evidence and brainstorming. It does seem they got a bit lucky in CENTAUR" [X Link](https://x.com/Anders_Research/status/1765594794674331749) 2024-03-07T04:26Z [----] followers, [---] engagements "@ContainsSALAD Know multiple people in personal life that are intryiged by the weight loss of Mounjaro but turned off by the jab. Anecdotal" [X Link](https://x.com/Anders_Research/status/1765800816185585880) 2024-03-07T18:04Z [----] followers, [----] engagements "Ok yeah was definitely thinking buccal admin was more convenient. This seems to cut the addressable market to some degree though right Should I be focused more on the other parts of the pipeline for $AQST Tried to find more info on the dermatology application but not much out there it seems" [X Link](https://x.com/Anders_Research/status/1765895107713077362) 2024-03-08T00:19Z [----] followers, [---] engagements "@pharmdaz @BIOTECHSCANNER Yeah $AQST definitely making sure to avoid the same mistake. Interesting that $SPRY trades at 40% higher market cap than $AQST but doesnt seem to have much going on besides Neffy" [X Link](https://x.com/Anders_Research/status/1765936561642713330) 2024-03-08T03:04Z [----] followers, [---] engagements "@BiotechObserver @DrPaulyDeSantis This small part has multiple implications for $NVo being a powerhouse amycretin threatening GLP-1/GIP agonists as top dog etc. The competitive landscape fundamentally shifted once again thats all that materially changed yeah" [X Link](https://x.com/Anders_Research/status/1765997631900168252) 2024-03-08T07:07Z [----] followers, [---] engagements "What is up with this BioAge co (partnered with $LLY) Doing an Apelin agonist saying it showed 2x weight loss versus mono incretin/GLP-1. Weird connection: $GPCR has an Apelin agonist but they are advancing it for pulmonary fibrosis with no mention of obesity that I've seen" [X Link](https://x.com/Anders_Research/status/1766335215771799744) 2024-03-09T05:28Z [----] followers, [---] engagements "@JReulan @Alphanso_AI Wonder why $GPCR isn't pursuing their Apelin agonist in weight loss considering their lead asset is in obesity. Or maybe they are just not publicly yet" [X Link](https://x.com/Anders_Research/status/1766534859067891732) 2024-03-09T18:41Z [----] followers, [--] engagements "Love reading your posts and fully subscribe to most of your thoughts @GaryMarcus though I'm not a deep expert. A quick curiosity: Do you pay any attention to what Palantir seems to be doing in terms of integrated LLMs into enterprises Seems to be gaining traction. Is there any way to make these things (LLMs) useful to enterprises in your mind" [X Link](https://x.com/Anders_Research/status/1767645011905028142) 2024-03-12T20:13Z [----] followers, [---] engagements "They are not "smarter" but it does seem that they are starting to become quite effective for enterprise applications no Just look at what Palantir is doing. Adding a ton of enterprise customers because of their ability to integrate the LLMs specific capabilities to enhance a business operating system. Thoughts @GaryMarcus" [X Link](https://x.com/Anders_Research/status/1767897627603906938) 2024-03-13T12:56Z [----] followers, [---] engagements "Just seeing that the $IMMX LinkedIn page apparently is apparently sharing updates that haven't been shared elsewhere: NXC-201 has dosed over [---] patients. Still appears from ClinicalTrials that the US-based ALA trial has not dosed its first patient. / $IMMX will be joining the race to address SLE myasthenia gravis and MS" [X Link](https://x.com/Anders_Research/status/1768380317369307437) 2024-03-14T20:54Z [----] followers, [---] engagements "@ProRender203 Render network compatibility with Apple iOS seems pretty certain at some point not sure if this would be the place to reveal that Definitely could be" [X Link](https://x.com/Anders_Research/status/1770463549535428984) 2024-03-20T14:52Z [----] followers, [---] engagements "Yeah video will probably go up eventually. Regarding Stability AI have you been following any of this stuff about how Stability AI is potentially falling apart Three of the five founding engineers recently leaving lot of staff leaving in general people mad at Emad. Not sure what to think about it dont have all the details" [X Link](https://x.com/Anders_Research/status/1770795279089885430) 2024-03-21T12:51Z [----] followers, [---] engagements "Looking forward to it. Question: Have you been following any of this news about how Stability AI is apparently falling apart Apparently three of the five founding engineers just left a ton of staff has left in recent quarters calls for Emad to step down etc. Not sure what to make of it" [X Link](https://x.com/Anders_Research/status/1770831339027054599) 2024-03-21T15:14Z [----] followers, [---] engagements "@Machine4lpha Wish I could understood what rendering was a little better. I don't understand how some videos can look very good without being rendered when a video/image needs to be rendered or how it would be incorporated into image/video output from something like Stable Diffusion" [X Link](https://x.com/Anders_Research/status/1770917057753764254) 2024-03-21T20:55Z [----] followers, [--] engagements "@yayowam @StabilityAI @EMostaque @Endeavor @JulesUrbach @NVIDIAGTC @Adobe @richardkerris @exa_bits @PrimeIntellect Sam Altman on compute being the most valuable commodity by end of decade. I think compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world. https://t.co/ygaTtETmCc I think compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world. https://t.co/ygaTtETmCc" [X Link](https://x.com/Anders_Research/status/1771219691677036560) 2024-03-22T16:57Z [----] followers, [---] engagements "@MersShata @NerminShata @ionet_official @rendernetwork is shady. They have a lot of VC money getting behind them. A little bit concerning. I feel like they may try to basically cut $RNDR out of the whole situation by trying to just onboard GPUs directly to ita network" [X Link](https://x.com/Anders_Research/status/1771234342531944566) 2024-03-22T17:55Z [----] followers, [--] engagements "Wouldn't you agree that is a bit shady @Machine4lpha. They have a lot of VC money getting behind them. A little bit concerning. I feel like they may try to basically cut $RNDR out of the whole situation by trying to just onboard GPUs directly to its network. Thoughts" [X Link](https://x.com/Anders_Research/status/1771234964937261353) 2024-03-22T17:58Z [----] followers, [---] engagements "They are in a strange competitive situation. The way the CEO talks he clearly wants to be the biggest and best-known company in the decentralized GPU for AI space so he does seem to downplay or not mention their partners like $RNDR which may also be competitors. It would seem on-brand for him to be planning other potentially sketchy things as well. http://io.net http://io.net http://io.net http://io.net" [X Link](https://x.com/Anders_Research/status/1771235749586681995) 2024-03-22T18:01Z [----] followers, [--] engagements "Agreed and clearly that is Apple for the [--] billion which does seem like it is going to happen at some point here. One question on that though is would Apple just be opening their chips to be used during idle time by $RNDR or would these other GPU aggregator networks also be able to try to add Apple chips to their network" [X Link](https://x.com/Anders_Research/status/1771236214042984903) 2024-03-22T18:03Z [----] followers, [--] engagements "@RENDER_DADDY @0xHushky @AethirCloud @ionet_official @bittensor_ @StabilityAI CEO clearly wants to be the biggest and most well-known in the space. I think he is probably plotting on ways to cut $RNDR out of the loop. Definitely watching" [X Link](https://x.com/Anders_Research/status/1771236780458586485) 2024-03-22T18:05Z [----] followers, [--] engagements "@RenderGorilla How does the Render network actually benefit from these compute clients though They don't require the compute clients to burn $RNDR under the Burn-Mint Equilibrium. Compute clients are basically exempt from the BME" [X Link](https://x.com/Anders_Research/status/1771674088219587071) 2024-03-23T23:03Z [----] followers, [---] engagements "@EMostaque Sounds like we are going to create similar models across all the major modalities 3D image video text multi-modal. @EMostaque is a benevolent and intelligent BEAST" [X Link](https://x.com/Anders_Research/status/1773217664871059630) 2024-03-28T05:16Z [----] followers, [--] engagements "@DeductiveEngine You think Genius is gonna be better than a top-tier LLM at inputting and outputting text anytime soon Feel like that would be pretty hard. Fell like robotics computer vision etc. will be the domain of Genius/active i ference more so to start at least" [X Link](https://x.com/Anders_Research/status/1774209195836940635) 2024-03-30T22:56Z [----] followers, [---] engagements "@deppilf Oh I am sure they will. They were asked about it on their most recent earnings call. Said they werent really considering it at this time. Assume they will be getting inquiries about it though especially as $VERU gains some notoriety" [X Link](https://x.com/Anders_Research/status/1776332652942860409) 2024-04-05T19:34Z [----] followers, [---] engagements "Also crazy tidbit about $VERU's enobosarm: The other promising SARM (selective androgen receptor modulator) in the space is Ligandrol. Which ended up at $VKTX as VK5211. They were asked about it on the 4Q23 earnings call and didn't seem to be pursuing it currently though I am sure they going to start getting inquiries from others who would like to" [X Link](https://x.com/Anders_Research/status/1778490108506726886) 2024-04-11T18:27Z [----] followers, [----] engagements "$ANVS data via my ThinkOrSwim terminal appears to have reached statistical significance on ADAS-Cog. But appears they are stratifying Mild AD vs. Moderate. Annoying. INVESTIGATING FURTHER" [X Link](https://x.com/Anders_Research/status/1784951684998873365) 2024-04-29T14:23Z [----] followers, [----] engagements "@MelvinRiskMgmt Yes understood. Was just saying that non-dilutive would be ideal. Maybe has to bolster the balance sheet a little bit in order to make that happen anyways" [X Link](https://x.com/Anders_Research/status/1790962617743282222) 2024-05-16T04:28Z [----] followers, [--] engagements "New note from Brookline on $ANVS. Nothing groundbreaking. They cast some doubt on the Parkinson's data regarding the potential for a placebo effect (seen in the AD data) which is fair. $ANVS will very hard time finding funding for future trials without strong results" [X Link](https://x.com/Anders_Research/status/1795600404098822170) 2024-05-28T23:37Z [----] followers, [---] engagements "$NVO's oral amycretin is a beast. Seems to outpace $VKTX's oral on weight loss at one month at the highest dose (though $VKTX has room to test higher doses). Still no specific AE rates for amycretin but the abstract is saying that the mild to moderate AE profile were "acceptable" at both doses" [X Link](https://x.com/Anders_Research/status/1810348837501857849) 2024-07-08T16:22Z [----] followers, [----] engagements "Yes super helpful. Love the visuals you do. Viking definitely still ahead but Kailera surprisingly close. With a bunch of effective drugs giving 20%+ weight loss over a year (both VKTX and Kailera will do this) think side effect profile will end up being the most important factor from a commercial standpoint" [X Link](https://x.com/Anders_Research/status/1879212178110075140) 2025-01-14T17:01Z [----] followers, [---] engagements "Love the detail. Agree its pretty impressice Brian saw all this coming and was positioned so well. Have been getting quite interested in this idea that GLP-1/GIP is quite clearly the best combination. Trying to figure out if the outperformance by GLP-1/GIP versus other agonist profile (like GLP-1 amylin etc.) will be so clearly better that it ends up being just the successful GLP-1/GIP drugs that split like 80% of the market which would be maybe a three way split as it stands right now (giving Kailera the benefit of the doubt). Wondering if this will become consesnus in the next year or so." [X Link](https://x.com/Anders_Research/status/1879362408650535116) 2025-01-15T02:58Z [----] followers, [---] engagements "@bioinvestor24 I listened to the actual audio of the call and it definitely sounds like Bourla is saying they will not pursue BD with an injectable GLP-1/GIP/etc. He is content with his danuglipron and looking for "next-generation" mechanisms. Seems to have a very poor strategy overall" [X Link](https://x.com/Anders_Research/status/1879659525231534218) 2025-01-15T22:38Z [----] followers, [---] engagements "Well yes it can probably be surmised that there is a high rate of vomiting but we dont know without the data so its possible they have found the worlds best GLP-1 mono agonist which would be significant. You right though probably high rate of vomiting probably significantly worse efficacy/safety tradeoff versus tirz or VK2735. It surprising that they bring these mega-vomiting drugs into bigger trials Like why" [X Link](https://x.com/Anders_Research/status/1879674327601201406) 2025-01-15T23:37Z [----] followers, [---] engagements "Seems like there is really no in-human data to go off of for myostatin inhibitors in obesity can only infer from SMA. Seems like people pretty positive on $SRRK as it already succeeded in sma and is a latent/active myostatin inhibitor rather than a pan-Activin receptor blocker i.e. more gentle which is probably good in obesity" [X Link](https://x.com/Anders_Research/status/1879958923328798905) 2025-01-16T18:28Z [----] followers, [---] engagements "@CodyRhodeMoney @seedy19tron Totally but I think it is also the least-specific (i.e. messiest) drug in the class that is being advanced for obesity. Seems that $SRRK's is much "gentler". We'll see what that means for efficacy but probably a milder side effect profile" [X Link](https://x.com/Anders_Research/status/1879996652523811184) 2025-01-16T20:58Z [----] followers, [---] engagements "@finformer_net @RaymondJames Interesting info. I have been long some $VRSSF for a while now. Wondering where I could verify that Raymond James purchased (and owns) $30 million worth of shares Not sure how to go about this with a Canadian-listed company" [X Link](https://x.com/Anders_Research/status/1881067870865801377) 2025-01-19T19:55Z [----] followers, [---] engagements "@DueDoctor Arent patients that discontinue treatment usually excluded from the average weight loss calculation anyways Obviously would be nice to know the discontinuation rate but does it change the total weight loss and its comparability versus competitors" [X Link](https://x.com/Anders_Research/status/1882809204685345206) 2025-01-24T15:14Z [----] followers, [---] engagements "@drsxr @Biohazard3737 Exactly all about pricing and the actual monetization of $VKTX when it gets to market in 3-4 years. Could be that the market for incretins hits (or exceeds) expectations in terms of volume but comes in way below the $120 billion market opportunity figure because of pricing" [X Link](https://x.com/Anders_Research/status/1882851913181630467) 2025-01-24T18:04Z [----] followers, [---] engagements "@bioinvestor24 They reported vomiting rate for all of the doses. You should read more about them its clear you dont know much yet. They are pretty interesting" [X Link](https://x.com/Anders_Research/status/1885431258022293636) 2025-01-31T20:53Z [----] followers, [---] engagements "Morgan Stanley raising $AXSM price target from $125 to $190/share. Citing Auvelity strength in MDD and attractive opportunity in Alzheimer's agitation. Not even mentioning Sunosi in MDD and ADHD (readouts imminent) which are longer-term but large opportunities" [X Link](https://x.com/Anders_Research/status/1894792534305501550) 2025-02-26T16:51Z [----] followers, [----] engagements "Predictable fate for $ANVS. Messy data cut multiple ways in order to find a narrative well-known capital needs and years until the next data readout equals disaster. What was surprising was their ability to raise $20mm a month ago. From who. https://x.com/Anders_Research/status/1810741610159952354 The post-data rally for $ANVS has been pretty surprising considering both the limitations of the data and the long road ahead. Would seem reasonable for this to start drifting back down as the necessary capital raise comes into focus. https://x.com/Anders_Research/status/1810741610159952354 The" [X Link](https://x.com/Anders_Research/status/1897684097134403804) 2025-03-06T16:22Z [----] followers, [----] engagements "$COYA solid start to the year after tumbling a bit on nuanced (but ultimately clearly positive imo) Alzheimer's data last October. $COYA has been playing up a GLP-1 combination angle in neurodegen diseases perhaps underpinning the positive movement. Managmeent has stated publicly that they hope to strike a BD deal for the combination this years. The small (n=4) data in ALS is the real crown jewel for $COYA (stopped progression for [--] months straight). After some delays they are looking to initiate a potentially pivotal Phase 2b study mid-year (will take 12-18 months). They also have a readout" [X Link](https://x.com/Anders_Research/status/1898077780782596478) 2025-03-07T18:26Z [----] followers, [---] engagements "Re $ZEAL $RHHBY deal Piper Sandler pointing to $GPCR's oral small molecule amylin candidate. Still preclinical but mice studies show favorable weight loss versus cagrilinitide and PK/PD showing similar affinities. I still think $GPCR lead candidate too intolerable but could be provide an interesting buyout angle. Wondering how long this lift in $VKTX $GPCR etc. is going to last. $MRK and $PFE expected to be among the most interested in pursuing an acquisition" [X Link](https://x.com/Anders_Research/status/1899863007775150545) 2025-03-12T16:40Z [----] followers, [----] engagements "Has $BEAM said if the $500 million they just raised is expected to take them profitability. They had $850+ million before the deal and burned $350 million in [----]. You would hope they wouldn't need to raise again (assuming Sickle Cell and AATD succeed)" [X Link](https://x.com/Anders_Research/status/1900618407164497993) 2025-03-14T18:41Z [----] followers, [---] engagements "@BowTiedBiotech Should be positive for $MLTX re IL-17 no IL-17 definitely looking like a superior mechanism in I&I" [X Link](https://x.com/Anders_Research/status/1901651029080342737) 2025-03-17T15:05Z [----] followers, [---] engagements "Wouldn't expect both stocks to be up on this news. $BEAM (+5%) $PRME (+13%) https://x.com/adamfeuerstein/status/1902335129202065485 Prime $PRME and Beam $BEAM are frenemies. Born of same lab pursuing rival gene-editing treatments. Lawsuits ahead https://t.co/NQWQvFbZL5 via @Jasonmmast https://x.com/adamfeuerstein/status/1902335129202065485 Prime $PRME and Beam $BEAM are frenemies. Born of same lab pursuing rival gene-editing treatments. Lawsuits ahead https://t.co/NQWQvFbZL5 via @Jasonmmast" [X Link](https://x.com/Anders_Research/status/1902436739999789371) 2025-03-19T19:07Z [----] followers, [---] engagements "@sonichedgefund Haha exactly. Thoughts on $ARWR" [X Link](https://x.com/Anders_Research/status/1903135072267415908) 2025-03-21T17:22Z [----] followers, [---] engagements "Am I the only one that has to consciously think about the difference between the ATTR and AATD whenever I see a post about them Finally starting to become second nature but has taken way too long. $BEAM $WVE $ARWR $ALNY $PFE $NTLA $IONS" [X Link](https://x.com/Anders_Research/status/1903838482122072574) 2025-03-23T15:57Z [----] followers, [----] engagements "IPOs seem to be loosening up pretty nicely. CoreWeave this week. Klarna StubHub eToro all filing in the past week or so. A bunch of smaller deals as well. Google just annoucned a massive $32 billion acquisition of Wiz. Pre-Trump had been scared away by FTC. Like many things over the past few years this seems specific to the biotech industry. @Biohazard3737" [X Link](https://x.com/Anders_Research/status/1904938412668223592) 2025-03-26T16:48Z [----] followers, [---] engagements "@BlueDuckCap @Citrini7 What could the margins ultimately be on a business like this though. Especially with the Greenbrook acquisition very brick and mortar and capital/human intensive. Agree growth could be great over next few years but wonder what that actually translates to on EBITDA CFFO" [X Link](https://x.com/Anders_Research/status/1904944836668473739) 2025-03-26T17:13Z [----] followers, [---] engagements "Love that $SLNO has the debt financing in place and doesnt need to do a deal. Equity raise wouldve been fine but for a company with clear near- and medium-term sales ahead theres really no reason to dilute" [X Link](https://x.com/Anders_Research/status/1905054005425820028) 2025-03-27T00:27Z [----] followers, [----] engagements "Text from a girl this morning who went to the ER after taking Topamax from $HIMS for weight loss. Says her intraocular pressure went to 50" [X Link](https://x.com/Anders_Research/status/1907459066852433933) 2025-04-02T15:44Z [----] followers, [---] engagements "$IBRX is likely going to succeed over the long term and the narrative of an "anti-chemo" cancer treatment could become quite strong" [X Link](https://x.com/Anders_Research/status/1920535715521200286) 2025-05-08T17:46Z [----] followers, [----] engagements "6. $50 million of cash. Management guides to breakeven in year [--] of launch (2027) and says they can reach it with cash on hand. [--]. Stock is unknown by the market; $120mm MC; Nov [----] Nasdaq uplisting with $50 million clean equity financing" [X Link](https://x.com/Anders_Research/status/1922279138829737990) 2025-05-13T13:13Z [----] followers, [---] engagements "Invivyd $IVVD +80% in the past two days after the announcement they will develop a measles mAb. Not really near-term news so surprised it triggered this move but the move is warranted on fundamental imo. Earnings call on Thursday. Company will probably report sub-$10 million loss in 1Q25 and reiterate breakeven by end of 2Q25 IF Pemivibart adoption is continuing. Longer-term story as vaccine alternative for COVID measles and other infectious disease is the more interesting aspect. https://x.com/Anders_Research/status/1903134547920699608 https://x.com/Anders_Research/status/1903134547920699608" [X Link](https://x.com/Anders_Research/status/1922318512896540924) 2025-05-13T15:50Z [----] followers, [---] engagements "Listening to $IVVD earnings call closely in the morning. The company has not spoken to investors since February and I think there is potential for significantly positive news. [--]. $IVVD likely to hit its 'profitability by 1H25' guidance: Operating loss went from -$60mm in 3Q24 to -$18mm in 4Q24 due to both 50% revenue growth to $14 million as well as MAJOR expense reining in. [--]. Dilution risk very unlikely: Had $70mm of cash as YE24 which would likely support them to profitability but if not and for extra breathing room R&D and headcount added a $30mm loan from SVB in April. [--]. Updates on" [X Link](https://x.com/Anders_Research/status/1922858885536252233) 2025-05-15T03:37Z [----] followers, [---] engagements "@DavidDin Do you think the FDA's rejection in papillary NMIBC could get quickly reversed I wish they did a conference call so someone could ask this question. Do you have any insight" [X Link](https://x.com/Anders_Research/status/1923070512642638066) 2025-05-15T17:38Z [----] followers, [---] engagements "$ACOG trading 2x its previous highest volume day today after a best-case-scenario earnings call yesterday. Majority of shares are held by the investors in the $50 million November offering---likely expecting more than a 20-30% return given the story and thus very few sellers" [X Link](https://x.com/Anders_Research/status/1923468541803524298) 2025-05-16T20:00Z [----] followers, [---] engagements "Also what do you think about these growth initiatives and investment from Saudi/UAE/etc. as it relates to trying to outgrow the debt. We grow debt at like 5.5% a year right so if you could somehow grow faster than that (though obviously unlikely especially with AI deflation) you are net improving the debt situation" [X Link](https://x.com/Anders_Research/status/1924938047847641435) 2025-05-20T21:19Z [----] followers, [---] engagements "Seems like the deficit is probably going to be smaller y/y this year no Tariffs probably add $400 billion to revenues. Add another $100 billion of Trump gold cards and maybe some other stuff. Should be 20%+ lower deficit this year no As a someone aboard the nothing can stop this train I know it doesnt stop the overall trajectory just slows it a bit" [X Link](https://x.com/Anders_Research/status/1924999934291460476) 2025-05-21T01:25Z [----] followers, [----] engagements "@PaulFisch1 @APompliano Doesnt address ny main point" [X Link](https://x.com/Anders_Research/status/1925043873354567865) 2025-05-21T04:19Z [----] followers, [---] engagements "As it should be. $MRNA They really need cancer vaccines to work. Speaking of which why are all the cancer vax co's doing trials in recurrence prevention after surgical resection rather than outright treatment. https://x.com/Anders_Research/status/1924982812030980185 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 https://t.co/0vB9ZFcaRU" [X Link](https://x.com/Anders_Research/status/1925210067797680616) 2025-05-21T15:20Z [----] followers, [----] engagements "My point is that if you used the same time series as the [----] cycle the graph for this cycle would look like the 'banana zone' already occurred for bitcoin. But instead for this cycle the graph is including the previous bull market's high in the early part of the series (which the graphic doesn't do for the [----] cycle) making it look like we have barely started the move up" [X Link](https://x.com/Anders_Research/status/1927518569375355181) 2025-05-28T00:13Z [----] followers, [---] engagements "Good piece $HYPR on my radar since the pop earlier this week. Have to do more digging. So no revenue traction/growth recently but we are arguing that is bound to start showing up at some point based on the increasing awareness regarding gadolinium Also looks like will need a raise in [--] quarters" [X Link](https://x.com/Anders_Research/status/1931457201375424836) 2025-06-07T21:04Z [----] followers, [---] engagements "The quantum bubble and the fact that there is an example of a narrative that re-rated higher is not a reason that $HYPR should re-rate higher as obviously there a countless more examples of companies that continuously struggled for funding. So yea it is a matter of education then so that people become willing to fund this narrative. It would seem that education of the healthcare system and a resulting increase in actual sales would be the number one way to drive that. Have barely researched the company but if the company has been trying to sell Swoop since [----] and is still only doing $2mm" [X Link](https://x.com/Anders_Research/status/1931497899721937000) 2025-06-07T23:45Z [----] followers, [---] engagements "Good thoughts. Didnt mean to come across as overly challenging the thesis but definitely dont think the comparison to quantum provides much insight here. While rhis could definitely catch some hype with the NVIDIA angle this will trade on expectations of revenue growth imo. Jefferies excerpt seems to be from mid-2024 based on the contents of the note. Ill check for more updated notes from them" [X Link](https://x.com/Anders_Research/status/1931626811676377417) 2025-06-08T08:18Z [----] followers, [--] engagements "@MSollender It's an intriguing strategy recently going for some earlier-stage companies. Will see if they make a similarly early-stage move on $IPHA $VTYX or $ANAB in the next year or so" [X Link](https://x.com/Anders_Research/status/1932798854778269758) 2025-06-11T13:55Z [----] followers, [---] engagements "Taking a detour from $INMB circled back to $NKTR again since everyone's talking about it. I never seem to get anywhere exciting when I look at $NKTR. Along the way notice their extensive devotion of slide deck space to the TNFR1 vs. TNFR2 dynamic. $INMB" [X Link](https://x.com/Anders_Research/status/1934830354801537152) 2025-06-17T04:27Z [----] followers, [----] engagements "$VTYX likely sell-the-news after it had run up 200% since early April even with the data presented looking pretty solid. As solid as it can look without actual numbers that is which could be some of the market's reaction. Stat. sig. on UPDRS at [--] days is a bit crazy" [X Link](https://x.com/Anders_Research/status/1934992024987377932) 2025-06-17T15:10Z [----] followers, [----] engagements "Couple mini holes in the biomarker data could also be playing into the stock move down. Think it is just a temporary move and the stock will probably grind up a bit more as we get closer to cardiometabolic readout in 2H25" [X Link](https://x.com/Anders_Research/status/1934992721178968568) 2025-06-17T15:13Z [----] followers, [---] engagements "@MartinShkreli Yes speculatively long. Can check my profile to see my long-form thesis or some of my posts. Pleasure to make your acquaintance" [X Link](https://x.com/Anders_Research/status/1935080371361583266) 2025-06-17T21:01Z [----] followers, [----] engagements "@Biotenic At least I actually perform analysis the validity of which you can decide for yourself. Honestly stand by the $ANVS analysis. Taking shots in the world's hardest disease it comes with the territory. Very easy to just blindly assert any given upcoming readout will fail" [X Link](https://x.com/Anders_Research/status/1935088088927068477) 2025-06-17T21:32Z [----] followers, [---] engagements "@MartinShkreli @jeremyj0916 @HTFirstcapital @carlkestens I would talk with you on ur show. Very unemotional and acknowledge the risks/shortcomings of $INMB but think the way you have gone about trying to ascertain that it will fail are silly (of course the odds are that it will still fail anyways)" [X Link](https://x.com/Anders_Research/status/1935152953771299265) 2025-06-18T01:49Z [----] followers, [---] engagements "Was only offering cus u just said u would talk to anyone. Understand u are preoccupied with quantum and other things and are just hoping for an easy win to help right the account without having to do much work (Alzheimers of course would be the place to try that) and thus wouldnt be comfortable/equipped disussing details or debating in the same way you invite people to do for quantum names etc" [X Link](https://x.com/Anders_Research/status/1935161419080548567) 2025-06-18T02:23Z [----] followers, [---] engagements "1. Steroids impair cognition/memory in humans healthy and diseased as I said. [--]. Wasnt what I said or what Shkreli and I talked about but interesting assertion looking into it. [--]. Aberrant inflammation gotta be somewhere in there upstrean or down. How else do you get neuronal loss etc" [X Link](https://x.com/Anders_Research/status/1935460802083045702) 2025-06-18T22:13Z [----] followers, [---] engagements "@biofeed @CorleoneDon77 It's kinda both. Think it encapsulates his essence pretty well though for sure. As a hockey fan Shkreli is like Brad Marchand. Very hatable and has that gross quality of enjoying being hated but good at what they do" [X Link](https://x.com/Anders_Research/status/1935888183323246910) 2025-06-20T02:31Z [----] followers, [---] engagements "@BowTiedBiotech @MartinShkreli ChatGPT having a hard time putting those into graphic form" [X Link](https://x.com/Anders_Research/status/1936020889872859152) 2025-06-20T11:18Z [----] followers, [---] engagements "@AaronRosenblum5 @SnakingLOL He may mean BioVie. Proud of my work on both" [X Link](https://x.com/Anders_Research/status/1936176432339992692) 2025-06-20T21:36Z [----] followers, [---] engagements "@onamixt @Carver_Capital @MartinShkreli Haha yeah I decided to not even respond to this guy. Literally laughed when I read it ln. You cant make up how dumb these people are" [X Link](https://x.com/Anders_Research/status/1936446065445908544) 2025-06-21T15:28Z [----] followers, [---] engagements "@anthonystaj I just acknowledged the validity of ur points about the Phase [--] data lack of disclosure pTau data etc. and said they increased my skepticism" [X Link](https://x.com/Anders_Research/status/1936960727132094892) 2025-06-23T01:33Z [----] followers, [---] engagements "$CDTX great data. Non-vaccine flu preventative should benefit from multiple tailwinds. Great candidate for some form of accelerated approval from this new FDA. Always thought the mechanism was very intriguing lost track of the name for a bit working on other things. Congrats to company and investors" [X Link](https://x.com/Anders_Research/status/1937178529206067558) 2025-06-23T15:58Z [----] followers, [----] engagements "Yeah honestly doesnt look like uve beought it up much only twice in the last week. It was kinda two different things @anthonystaj and I were talking about one about subgroup analyses which we both think would be punished by the market and the other that if they somehow miss EMACC but hit CDR-SB Anthony was arguing it would be invalid because they need to run a correction analysis where I was saying the market wont care. Fully agree (and even did leading up to $ANVS readout) that subgroup analysis equals death" [X Link](https://x.com/Anders_Research/status/1937598150610465028) 2025-06-24T19:46Z [----] followers, [---] engagements "@JD4for4 Great article man on my watchlist now. Recent downtrend is interesting. I guess they have data from [---] coming up still. Maybe let that occur while I keep reading up" [X Link](https://x.com/Anders_Research/status/1937712947079299422) 2025-06-25T03:22Z [----] followers, [---] engagements "Upcoming interim readout will be interesting. So I guess the main biomarkers they will present are GCase activity and some inflammatory biomarkers right While a lot of the evidence so far is pointing in the right direction I am wondering what kind of effect additional interim biomarker data will really have on the stock. Especially with the need for cash. Management's recent comments on interest from Big Pharmas is interesting. Just trying to figure out is the interim biomarker results could actually be high-impact to the upside. Curious if you have any thoughts" [X Link](https://x.com/Anders_Research/status/1937977392167064070) 2025-06-25T20:53Z [----] followers, [---] engagements "@A_May_MD @Andre_AGTC What was tha Jan [--] couple-month run there and what was the binary win in October [----] curious" [X Link](https://x.com/Anders_Research/status/1938042007512916391) 2025-06-26T01:09Z [----] followers, [---] engagements "@SnakingLOL @jeremyj0916 @realchinesespy @anthonystaj Short for 'bag holder'. You're idol Martin Shkreli coined the term as you know (weird attempt to claim you aren't a Shkreli minion even though you clearly parrot his exact inane arguments for $INMB)" [X Link](https://x.com/Anders_Research/status/1938244896756011489) 2025-06-26T14:36Z [----] followers, [---] engagements "@plainyogurt21 @AaronRosenblum5 @jeremyj0916 Seems like there should be more upside if you are matching opz since opz is doing $650mm of revs in [----] vs. current market cap of like $70mm but definitely feels like most of the pre-data move has been missed. Will be observing from the sidelines" [X Link](https://x.com/Anders_Research/status/1938249447030272477) 2025-06-26T14:54Z [----] followers, [---] engagements "One of the miscellaneous things that the Shkreli minions and other less-than-thorough $INMB shorts don't seem to acknowledge: The papers and hundreds of case study videos of Dr. Tobinick's perispinal Enbrel treatment delivering immediate and miraculous improvements in Alzheimer's stroke Parkinson's and other neurological conditions. This video (one of hundreds on this Youtube channel) shows a man with moderate/severe Alzheimer's that cannot remember the year month or state he is in. After treatment he quickly answers these questions with certainty shows expressiveness and personality and his" [X Link](https://x.com/Anders_Research/status/1938252009750335878) 2025-06-26T15:04Z [----] followers, [----] engagements "Firstly are you saying these videos of perispinal etanercept are not indicative of therapeutic action To your point I believe etanercept would reach statistical significance in Alzheimer's on its own in a larger trial (the numbers from the small 40-patient trial dictate that 200-600 patients would be required to reach stat sig depending on the endpoint). The selective soluble TNF inhibition of XPro may provide even further benefit that is the hope at least" [X Link](https://x.com/Anders_Research/status/1938256646901297257) 2025-06-26T15:22Z [----] followers, [---] engagements "@MartinShkreli He has [--] published papers all related to etanercept or TNF that I see. Im guessing your saying his focus on etanercept means these cases/videos are illegitimate in some way" [X Link](https://x.com/Anders_Research/status/1938272798595588356) 2025-06-26T16:27Z [----] followers, [---] engagements "@CorleoneDon77 Sir did you read this Its a clueless AI generated article" [X Link](https://x.com/Anders_Research/status/1938687785013256507) 2025-06-27T19:56Z [----] followers, [---] engagements "@onamixt The idea that these investors were pulling off a miraculous short meaning they started and finished this deal in a matter of hours completed it same day and that INmune didn't care to verify if they were actual genuine investors is asinine" [X Link](https://x.com/Anders_Research/status/1938783749086249308) 2025-06-28T02:17Z [----] followers, [---] engagements "@BmfReports Pretty tough showing here. Not even a basic knowledge of the company or its history. Will look into the consulting thing as its the only thing that was readily/obviously disprovable" [X Link](https://x.com/Anders_Research/status/1939011970969334181) 2025-06-28T17:24Z [----] followers, [----] engagements "Consulting role in [----] leading up to their IPO then no detectable connection to the company at all since then. So needless to say irrelevant. But more curious how you managed to even find that so far back especially since you weren't able to find even basic facts about the company" [X Link](https://x.com/Anders_Research/status/1939017859344052511) 2025-06-28T17:47Z [----] followers, [---] engagements "Really interested in what will happen if the data is like okay and there is a solid not egregious spin on it given the 50%+ short interest. Like if data is not a complete fail whatever that means and gives the majority of longs enough of a bone to not sell whats gonna happen with all these peeps that piled into this short" [X Link](https://x.com/Anders_Research/status/1939146744148734132) 2025-06-29T02:19Z [----] followers, [---] engagements "Oh if the data is bad/messy they'll absolutely be spinning it. Question is just will the spin actually be taken serious be a large enough percentage of people. People getting much more discerning/cynical when it comes to analyzing these so its a higher bar. I'm not sure they scramble raised cash. Why would the investors invest ahead of the company reporting bad data (I think you might be one of the people that believes this was a miraculous intraday short operation by two hedge funds and if so never mind)" [X Link](https://x.com/Anders_Research/status/1939161938841174016) 2025-06-29T03:20Z [----] followers, [---] engagements "Two funds wanting to take a gamble right before data is the most probable scenario though granted still odd of all the possible scenarios I have been able to consider. Besides the nasty short arb trade Shkreli was acknowledging this as the only other possible option. Though he raises the point of if the company knows the data and its good why would they do this deal pre-data at $6.30/share which is a valid curiosity. The only explanation would be that the CFO/company has no real institutional ownership and decided mild/moderate dilution before releasing the results was a worthy trade off." [X Link](https://x.com/Anders_Research/status/1939178284463391129) 2025-06-29T04:25Z [----] followers, [---] engagements "List of clinical-stage drugs being targeting either TNFR1 or TNFR2 just tangential to $INMB Posting for Shkreli and co. which maintains the TNFR1/TNFR2 research is a reach and/or bunk. The Sanofi $SNY drug is interesting came up short in PsO recently but in Phase 2s for RA UC and CD. TrexBio also interesting (raised $84 million in Nov '24 for its TNFR2 agonist) because it is advancing in AD which traditional TNF inhibitors (Humira Enbrel) didn't really work in" [X Link](https://x.com/Anders_Research/status/1939435995344068651) 2025-06-29T21:29Z [----] followers, [----] engagements "@brianhc @MartinShkreli @BmfReports Haha exactly. Dude is clearly failing to perform basic research and make basic inference yet Shkreli happy to treat him nicely since hes a fellow bear" [X Link](https://x.com/Anders_Research/status/1939447878138609820) 2025-06-29T22:16Z [----] followers, [---] engagements "@Scooter0732 Lol says a dude that doesn't post any ideas and just trolls comments and joins consensus herds" [X Link](https://x.com/Anders_Research/status/1939697565433573787) 2025-06-30T14:48Z [----] followers, [---] engagements "@HOThomasWPhelps @A_May_MD Interesting thanks. I guess no reason ot wouldt theoretically work for AD AA etc. then. ITKs def seem to be a main emerging modaility in immune/inflammatory" [X Link](https://x.com/Anders_Research/status/1939740555086266854) 2025-06-30T17:39Z [----] followers, [---] engagements "@onamixt @jeremyj0916 $VIGL yeah. Have dug into it a little interesting science but didn't seem like a world beater. Time will tell. Subsumed by $SNY so can't play it anyway" [X Link](https://x.com/Anders_Research/status/1939755227663434090) 2025-06-30T18:37Z [----] followers, [--] engagements "$ACOG surprisingly surging to +15% today after putting out this press release on preclinical data in TBI. Still think $ACOG is super underknown and will catch another substantial leg up after 2Q25 results but this news not exactly groundbreaking. Assume it will come back down" [X Link](https://x.com/Anders_Research/status/1940479551592600001) 2025-07-02T18:35Z [----] followers, [----] engagements "Still think $IVVD has a ton of upside potential not only as a monoclonal antibody therapy for COVID (vastly preferable to vaccines) but also as a potential Long Covid treatment. I expect this idea to catch on in the second half of the year. https://investors.invivyd.com/news-releases/news-release-details/invivyd-and-leading-researchers-form-spear-spike-protein https://investors.invivyd.com/news-releases/news-release-details/invivyd-and-leading-researchers-form-spear-spike-protein" [X Link](https://x.com/Anders_Research/status/1940500194455703820) 2025-07-02T19:57Z [----] followers, [---] engagements "@MelvinRiskMgmt I know stuff about this $COYA" [X Link](https://x.com/Anders_Research/status/1945163917145031006) 2025-07-15T16:49Z [----] followers, [---] engagements "$ACOG Q2 earnings this morning reporting only $2 million of sales for the first commercial quarter for Zunveyl. That would be a fine first quarter except for that on the May earnings call they said they had $1 million net sales in April alone. Stock rightfully down 10%+. Either that number was inflated or sales were lower in May and June. More likely that the $1 million number was exaggerated as the [---] bottles sold mentioned on the same call would only add up to $375k of sales. In either case not a good look on management. More info to come. Medium-term growth outlook should be unchanged" [X Link](https://x.com/Anders_Research/status/1956008889222111706) 2025-08-14T15:03Z [----] followers, [----] engagements "$IVVD $50 million raise. A fate that earlier in the year seemed avoidable but revenue failed to ramp up in Q2 and it will need to support its pivotal trial for VYD2311. The market for prophylactic COVID mAb in immunocompromised patients (cancer transplants) just not very big and/or physicians don't really care enough especially since we haven't had a truly large COVID surge in over a year now. VYD2311 is the real value driver by unlocking IM dosing (like a vaccine; IV dosing is inconvenient) for prophylaxis treatment and potentially Long Covid. Story has been pushed out. Hopes for EUA for" [X Link](https://x.com/Anders_Research/status/1958533949254205946) 2025-08-21T14:17Z [----] followers, [---] engagements "Yeah some of the trial enhancements they made do seem like they should have a positive impact especially now that we are out of COVID. If all go well it will be like Axsome back in [----] trying to keep my mind open to the possibility. It would also be such an awesome treatment option for so many people" [X Link](https://x.com/Anders_Research/status/1960031157422043324) 2025-08-25T17:26Z [----] followers, [---] engagements "That's interesting I did not know about this asset of their'. I kind of dismissed $ANRO after the ALTO-100 failure but now revisiting the pipeline its one of the most creative/intriguing in all of neuro. Not starting the ALTO-207 trial until 1H26 so will have to wait a while but have the PDE4i in schizo in 2H25 which I haven't looked into at all. Thoughts on that one" [X Link](https://x.com/Anders_Research/status/1960049000616476722) 2025-08-25T18:37Z [----] followers, [---] engagements "@zoomyzoomm Just a chart of COVID vaccine relevancy" [X Link](https://x.com/Anders_Research/status/1960795170942886278) 2025-08-27T20:02Z [----] followers, [---] engagements "Assume this is in relation to EUA being revoked for healthy patients yesterday. Outright ban of vaccines for all patients still seems unlikely without a an alternative to offer at-risk people that want protection but the CDC and FDA intentions are very clear Just spoke with my CDC sources they were in tears. RFK Jr. reportedly told CDC staff: Follow my vaccine orders or be fired and blacklisted. Hes placed allies in key positions to enforce this. This is a direct attack on public health. Just spoke with my CDC sources they were in tears. RFK Jr. reportedly told CDC staff: Follow my vaccine" [X Link](https://x.com/Anders_Research/status/1961102703259463982) 2025-08-28T16:24Z [----] followers, [---] engagements "I am also looking at $GUTS ahead of this 3-month readout in September and then the Q1 readout after that. Story would be huge if they can actually get data to play out. A bit worried the placebo group could not show weight rebound like we want/need Also trying to read the tea leaves from small 13-patient open label data. Showing a 1-pound weight regain is fine but a little confusing since the PR says [--] of the [--] patients had either no regain or further weight lossseems to imply that the aberage should be slight weight loss not regain Still thinking it all over" [X Link](https://x.com/Anders_Research/status/1961166034863550815) 2025-08-28T20:36Z [----] followers, [---] engagements "Have stumbled on a few accounts that are clearly bots or otherwise paid to comment positive sentiments about RFK Jr. MAHA HHS etc" [X Link](https://x.com/Anders_Research/status/1961394465869906055) 2025-08-29T11:44Z [----] followers, [---] engagements "Added to $IVVD today. Everything in place just a waiting game. Bought $GUTS" [X Link](https://x.com/Anders_Research/status/1961521051164172669) 2025-08-29T20:07Z [----] followers, [----] engagements "$IVVD presenting at Cantor healthcare conference tomorrow. First appearance since: 1) They announced alignment with FDA on a pivotal trial for VYD2311 2) They raised $57 million 3) News that the FDA may "ban" COVID vaccines" [X Link](https://x.com/Anders_Research/status/1962729938450076120) 2025-09-02T04:10Z [----] followers, [----] engagements "Trump now sounding off directly on the COVID vaccine issue adding to all of the news/developments with HHS FDA CDC and RFK Jr. last week. $IVVD" [X Link](https://x.com/Anders_Research/status/1962734660116468045) 2025-09-02T04:29Z [----] followers, [----] engagements "The fact that $GUTS isn't moving at all and is only trading $500k of market cap per day ahead of an interesting data readout this month is odd" [X Link](https://x.com/Anders_Research/status/1962936462824927307) 2025-09-02T17:51Z [----] followers, [----] engagements "@BowTiedBiotech Its a hydrothermal ablation of a portion of the duodenum's lining. Weird but interesting" [X Link](https://x.com/Anders_Research/status/1963012387386396901) 2025-09-02T22:53Z [----] followers, [---] engagements "Some other thoughts about these Trump comments: Trump not happy with the turmoil that the vaccine elimination push from RFK Jr. and co is causing at CDC. And the public backlash. It's very possible he overrides Bobby or tells him to reign it in. While that would create a marginally less wide open path for $IVVD as we have said the superior efficacy and safety of long-live antibodies for COVID should win out" [X Link](https://x.com/Anders_Research/status/1963359470676783537) 2025-09-03T21:52Z [----] followers, [---] engagements "@PsychedVantage True forgot the mid-dose is key" [X Link](https://x.com/Anders_Research/status/1963729518121619605) 2025-09-04T22:22Z [----] followers, [---] engagements "@WexCapital @MartinShkreli Getting nostalgic for the $INMB days with this thread. Snaking ever the irascible Shkreli-ite and Jeremy with the more chill usually-reasonable follow ups" [X Link](https://x.com/Anders_Research/status/1963756602030207364) 2025-09-05T00:10Z [----] followers, [---] engagements "$IVVD surging out of nowhere mid-day here. Been wondering where this one is going to settle out after all the recent vaccine headlines and a very clear runway for $IVVD's antibodies to take over" [X Link](https://x.com/Anders_Research/status/1963994075897475437) 2025-09-05T15:54Z [----] followers, [---] engagements "Just stumbling back onto this one myself. Data from the SAD trial in October and a tiny tiny market cap. Indeed its perplexing considering what appears to be solid data across multiple trials/indications. Liver enzyme elevations the obvious red flag still working through the whole story but I think that is probably part of why they decided to prioritize SAD over PTSD as initial indication because it is as-needed dosing instead of chronic twice a day (900 mg BID is what showed the significant liver elevations)" [X Link](https://x.com/Anders_Research/status/1964180786824798423) 2025-09-06T04:16Z [----] followers, [--] engagements "Without taking any actually stance on vaccines. It feels like RFK Jr.'s crusade against vaccines (perceived or actual) is not being executed tactfully and is quite unpopular nationally. Feels like Trump may want to unload this baggage before mid-terms. https://www.youtube.com/watchv=dgpSNtwaGDY https://www.youtube.com/watchv=dgpSNtwaGDY" [X Link](https://x.com/Anders_Research/status/1964442022699557360) 2025-09-06T21:34Z [----] followers, [--] engagements "Without taking any stance on vaccines. It feels like RFK Jr.'s crusade against vaccines (perceived or actual) is not being executed tactfully and is quite unpopular nationally. Feels like Trump may want to unload this baggage before mid-terms. https://www.youtube.com/watchv=dgpSNtwaGDY https://www.youtube.com/watchv=dgpSNtwaGDY" [X Link](https://x.com/Anders_Research/status/1964442563810906522) 2025-09-06T21:36Z [----] followers, [----] engagements "$IVVD Twitter page reposting a lot of Long Covid content. Only mentioned it in my $IVVD piece but mAbs are potentially huge for Long Covid. Only treatment I have seen with curative anecdotes online. Most will dismiss Long Covid but it is real. https://investors.invivyd.com/news-releases/news-release-details/spear-study-group-present-its-recommended-long-covid-antibody https://investors.invivyd.com/news-releases/news-release-details/spear-study-group-present-its-recommended-long-covid-antibody" [X Link](https://x.com/Anders_Research/status/1964728468773777561) 2025-09-07T16:32Z [----] followers, [----] engagements "Built a little flier position on tiny $NEUP over the last couple days. Weird/striking similarities with $VTGN (which I know some on here are playing and I am considering myself): Phase [--] trial in Social Anxiety Disorder (SAD) Using the public speaking test as primary endpoint Previously failed a Phase [--] in SAD but has an overall encouraging data package Upcoming readout (October for $NEUP Q4 for $VTGN) Lead asset BNC210 definitely has a few more warts than fasendiol (namely some liver enzyme concerns which are less relevant in as-needed sad dosing) but given the totality of data especially in" [X Link](https://x.com/Anders_Research/status/1965148471045796221) 2025-09-08T20:21Z [----] followers, [----] engagements "@TarzannVI From my incomplete review of their data its seems decently likely maybe like a 60% chance. SAD is a weird/hard indication. I dont think its chances of hitting are that much lowers than $VTGNs" [X Link](https://x.com/Anders_Research/status/1965403060508962894) 2025-09-09T13:12Z [----] followers, [---] engagements "Nice to see some action from $NEUP as it follows through today. Just surged +14% after being up small all day. Interesting little company warts and all. https://x.com/Anders_Research/status/1965148471045796221 Built a little flier position on tiny $NEUP over the last couple days. Weird/striking similarities with $VTGN (which I know some on here are playing and I am considering myself): Phase [--] trial in Social Anxiety Disorder (SAD) Using the public speaking test as primary https://x.com/Anders_Research/status/1965148471045796221 Built a little flier position on tiny $NEUP over the last couple" [X Link](https://x.com/Anders_Research/status/1965482731611324700) 2025-09-09T18:29Z [----] followers, [----] engagements "@AaronRosenblum5 @InTheTrenches2 Still trying to handicap the data. Honestly the results in SAD look similar to $VTGN. Its a hard indication to begin with" [X Link](https://x.com/Anders_Research/status/1965483607683924225) 2025-09-09T18:33Z [----] followers, [---] engagements "$IVVD just grinding higher each day. Should just be continued buying pressure as the path to becoming a more effective safer alternative to COVID vaccines gets executed. Not to mention Long Covid measles RSV. https://x.com/Anders_Research/status/1961085468121997558 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. https://t.co/h4LR6t4OMW" [X Link](https://x.com/Anders_Research/status/1965795536889631077) 2025-09-10T15:12Z [----] followers, [----] engagements "@speculatore You like my $GUTS writeup" [X Link](https://x.com/Anders_Research/status/1965802506858185072) 2025-09-10T15:40Z [----] followers, [---] engagements "With so many readouts over the next 3-6 months and with pretty interesting data high potency super long half-lives a viable oral strategy etc. Is anyone playing $MTSR Already somewhat priced for good results ($3.8 billion) already more than $VKTX but for good reason" [X Link](https://x.com/Anders_Research/status/1965808407824502882) 2025-09-10T16:03Z [----] followers, [----] engagements "Yes he had good input and indeed the data in SAD dont look great. On top of that managment/IR doesnt seem like they are going to be responsive to my inquiry and I dont really see them address the baseline difference that Jesse brought up anywhere. Probably will be selling out of this position. Mostly just thought it could get a run up before SAD data readout" [X Link](https://x.com/Anders_Research/status/1965981282489283018) 2025-09-11T03:30Z [----] followers, [---] engagements "@Vulpescap Gossamer not exactly a catalyst dessert if they have big data coming in early [----] right (not super familiar with the story)" [X Link](https://x.com/Anders_Research/status/1966547095831167307) 2025-09-12T16:58Z [----] followers, [---] engagements "You would've had to get extremely lucky with timing to buy at $0.50. It spent a total of a couple weeks at that level between [----] and mid-2025. My counterpoint is you could've bought at $0.80 or $1.00 in April or May/June of this year effectively the same average price you'd be buying at throughout [----] and [----] during desert days" [X Link](https://x.com/Anders_Research/status/1966583956599378162) 2025-09-12T19:25Z [----] followers, [---] engagements "Crazy trading from $IVVD today. Down 12% at one point late morning. Now up 11% on the day. https://x.com/Anders_Research/status/1965795536889631077 $IVVD just grinding higher each day. Should just be continued buying pressure as the path to becoming a more effective safer alternative to COVID vaccines gets executed. Not to mention Long Covid measles RSV. https://t.co/BZ1UbMb6Ik https://t.co/FrveyXz30F https://x.com/Anders_Research/status/1965795536889631077 $IVVD just grinding higher each day. Should just be continued buying pressure as the path to becoming a more effective safer alternative" [X Link](https://x.com/Anders_Research/status/1966586716363317367) 2025-09-12T19:36Z [----] followers, [----] engagements "$GUTS trading over 1mm shares today for first time in a few weeks. Still can't figure out if the measly volume means no one cares about the imminent readout or just that no one is paying attention. And even if results are positive will they care. https://x.com/Anders_Research/status/1963953766786371727 $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. https://t.co/g9x4weIIAU" [X Link](https://x.com/Anders_Research/status/1966589693065052621) 2025-09-12T19:48Z [----] followers, [----] engagements "Reddit anecdote from a patient in $GUTS's REMAIN-1 trial. They believe they received the treatment and not placebo and experienced little food noise in the immediate days following. Unfortunately is an infrequent Reddit poster and has not posted anything since" [X Link](https://x.com/Anders_Research/status/1967677454371398032) 2025-09-15T19:50Z [----] followers, [----] engagements "Bit more than a "march" up today. $VTYX +23% $VTGN +12% https://x.com/Anders_Research/status/1969026314469314686 Feels like both $VTYX and $VTGN will probably march up into their 4Q24 readouts from here. Both quite interesting indications and both stocks have come down over the past month. https://x.com/Anders_Research/status/1969026314469314686 Feels like both $VTYX and $VTGN will probably march up into their 4Q24 readouts from here. Both quite interesting indications and both stocks have come down over the past month" [X Link](https://x.com/Anders_Research/status/1970238694343970900) 2025-09-22T21:28Z [----] followers, [----] engagements "$GUTS I never really like it when a company waits until towards the end of their guided readout period to report results. Maybe jaded by a couple of recent ones. Still believe $GUTS has a good chance to deliver meaningful weight maintenance post-GLP-1" [X Link](https://x.com/Anders_Research/status/1971270170938311132) 2025-09-25T17:46Z [----] followers, [----] engagements "$GUTS still sub-$200 million market cap here (and sub-$100 million EV). I am purchasing more" [X Link](https://x.com/Anders_Research/status/1971569897831530526) 2025-09-26T13:37Z [----] followers, [----] engagements "My current favorite oncology play $DRTS has traded up [--] of the last [--] trading days. As I've been trying to patiently build a position. Try to take decisive action when entering a position get slapped with lower prices after you take a big stab. Try to build patiently and watch it just run" [X Link](https://x.com/Anders_Research/status/1973119394319339996) 2025-09-30T20:14Z [----] followers, [---] engagements "$ACOG $35 million deal at $6.25 per share. Any coincidence that the stock has steadily drifted from $9+ to $6.50 over the past month. Raise is fine biotech funding landscape has improved and removes any overhead though mgmt had been projecting no need for a raise" [X Link](https://x.com/Anders_Research/status/1973248770507939973) 2025-10-01T04:49Z [----] followers, [----] engagements "$ACOG touting the raise being led by a "premier healthcare-dedicated investor". Hopefully we will be able to see who that is relatively soon. Stock reacting well. https://x.com/Anders_Research/status/1973248770507939973 $ACOG $35 million deal at $6.25 per share. Any coincidence that the stock has steadily drifted from $9+ to $6.50 over the past month. Raise is fine biotech funding landscape has improved and removes any overhead though mgmt had been projecting no need for a raise. https://t.co/L00TVUm5YU https://x.com/Anders_Research/status/1973248770507939973 $ACOG $35 million deal at $6.25" [X Link](https://x.com/Anders_Research/status/1973423170926551189) 2025-10-01T16:22Z [----] followers, [---] engagements "Had already trimmed some before the move today. $NEUP But interesting first three trading days of October. No idea how data will turn out. Seems like it could work but who knows. Liver tox concerns and it will still need a raise before its next trial. Nice to see some action from $NEUP as it follows through today. Just surged +14% after being up small all day. Interesting little company warts and all. https://t.co/CXJDiLOKWZ https://t.co/gSvhNhsQYW Nice to see some action from $NEUP as it follows through today. Just surged +14% after being up small all day. Interesting little company warts" [X Link](https://x.com/Anders_Research/status/1974251471618048003) 2025-10-03T23:13Z [----] followers, [----] engagements "@A_May_MD $COYA (and $NKTR)" [X Link](https://x.com/Anders_Research/status/1975200085119299767) 2025-10-06T14:02Z [----] followers, [---] engagements "@richtrades100 Does feel like that indeed. Partnership/acquisition very likely in the cards for $DRTS in the next 12-24 months as well. Same story just a better technology/efficacy and a couple years behind" [X Link](https://x.com/Anders_Research/status/1976364826415989136) 2025-10-09T19:11Z [----] followers, [---] engagements "@DesertDweller93 Surprised short interest kept climbing at September [--] What is even the short thesis" [X Link](https://x.com/Anders_Research/status/1976433977176228359) 2025-10-09T23:45Z [----] followers, [---] engagements "@DesertDweller93 Nice synopsis. Have to understans both sides and you clearly do. Its true this thing would potentially have a long way to go if it doesnt receive CNPV (or get acquired)" [X Link](https://x.com/Anders_Research/status/1976436650227138884) 2025-10-09T23:56Z [----] followers, [---] engagements "@Leonbdecker Twitter Reddit" [X Link](https://x.com/Anders_Research/status/1977797982155071735) 2025-10-13T18:05Z [----] followers, [--] engagements "$COYA getting a decent pop. Someone reporting that David Einhorn (Greenlight Capital) dedicated three paragraphs of his quarterly letter to $COYA and has increased Greenlight's position to become the largest shareholder. https://x.com/markflowchatter/status/1978110447032103360 Hearing on $COYA Greenlight has established a new undisclosed position and is the largest shareholder in Coya Therapeutics (COYA). Writes [--] paragraphs about it in its quarterly investor letter believing it has an excellent chance to receive fast track FDA approval. A" [X Link](https://x.com/Anders_Research/status/1978118002722681281) 2025-10-14T15:17Z [----] followers, [----] engagements "2017 paper referring to NNC0090-2746 (assume to be VK2735) as a "fatty-acylated dual agonist". Can't find any other resources (10-K publications posters) that discuss its molecular properties. Major implications for specificity oral dosing etc. https://pubmed.ncbi.nlm.nih.gov/28768173/ https://pubmed.ncbi.nlm.nih.gov/28768173/" [X Link](https://x.com/Anders_Research/status/1658154839602262017) 2023-05-15T16:58Z [----] followers, [--] engagements "Any info/resource/link re VK2735 properties is appreciated. @Pharmdca @semodough @eomes_biotech @Ferg_JRF and others have done great work on $VKTX $MDGL and the metabolic space in general but haven't seen much on the molecule itself. Info provided by $VTKX is limited" [X Link](https://x.com/Anders_Research/status/1658154840810303504) 2023-05-15T16:58Z [----] followers, [---] engagements "$APGE Apogee Therapeutics aiming to raise $250mm in IPO to become a 4x extended half-life Dupixent. Based on tissue/NHP data lead asset APG777 looks equivalent to Dupixent (and lebrikizumab) on efficacy but with significantly increased half life. Other notes: #IPO #biotech" [X Link](https://x.com/Anders_Research/status/1679238056983887872) 2023-07-12T21:15Z [----] followers, [----] engagements "After some DD agree with @BIOTECHSCANNER about the opportunity in $AQST. Is advancing a sublingual version of EpiPen which you can literally carry in the back of you iPhone case. Phase [--] data in the next couple weeks (largely de-risked). At $357mm of mkt cap looks like it should continue to close the large gap with ARS Pharmaceuticals $SPRY at $830mm (doing a nasal version of EpiPen; still bulky). Unlike $SPRY $AQST has a pipeline including sublingual diazepam with upcoming approval decision in children 12+ and potential transdermal technology in early-stage trials. Has nearly doubled in the" [X Link](https://x.com/Anders_Research/status/1767180534759735477) 2024-03-11T13:27Z [----] followers, [----] engagements "$ANVS: Closeprobably the closest I have seen in Parkinsonsbut not a clean win. There are dome positives about the data but difficult to know how the market will react. They had to cut down the data to patients with longer-standing more severe Parkinsons to show stat sig on UPDRs Part II III and Total. MMSE hit stat sign for the full study population. Data Also seems to corroborate what I have said all along that the doses selected for this study were well below optimal" [X Link](https://x.com/Anders_Research/status/1808123220874215541) 2024-07-02T12:59Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Anders_Research Anders Research
Anders Research posts on X about in the, $guts, $vktx, $ivvd the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +870%
- [--] Month [------] -3.20%
- [--] Months [---------] +1,398%
- [--] Year [---------] +1,312%
Mentions: [--] #
- [--] Week [--] +25%
- [--] Month [--] +21%
- [--] Months [---] +141%
- [--] Year [---] +323%
Followers: [-----] #
- [--] Week [-----] +0.21%
- [--] Month [-----] +0.98%
- [--] Months [-----] +47%
- [--] Year [-----] +95%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance cryptocurrencies technology brands social networks countries currencies exchanges financial services products
Social topic influence in the, $guts, $vktx, $ivvd, $inmb, $nvo, $vtyx, $anvs, $immx, $lly
Top assets mentioned Fractyl Health, Inc. (GUTS) Viking Therapeutics, Inc (VKTX) Invivyd, Inc. (IVVD) Novo-Nordisk (NVO) Ventyx Biosciences, Inc. (VTYX) Annovis Bio Inc. (ANVS) Immix Biopharma, Inc. (IMMX) Eli Lilly and Company (LLY) Pfizer, Inc. (PFE) Axsome Therapeutics, Inc (AXSM) Structure Therapeutics Inc. (GPCR) Terns Pharmaceuticals, Inc. (TERN) Cidara Therapeutics, Inc. (CDTX) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Bitcoin (BTC) Coya Therapeutics, Inc. (COYA) Sanofi (SNY) MAIA Biotechnology, Inc. (MAIA) Synthetify (SNY) Render (RENDER) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX) Abivax SA (ABVX) Arcellx, Inc. (ACLX) Klaydice (DICE) Merck & Co., Inc. (MRK) Biogen Inc (BIIB) Alto Neuroscience, Inc. (ANRO) ARS Pharmaceuticals, Inc. (SPRY) Arrowhead Research Corporation (ARWR) ImmunityBio, Inc. Common Stock (IBRX)
Top Social Posts
Top posts by engagements in the last [--] hours
"$SLRN Acelyrins planned $451 million IPO is set to be the largest biotech IPO since February [----]. Our thoughts: - $SLRN showing promising efficacy but facing strong clinical-stage competition in HS PsA PsO and related indications from $MLTX MoonLake and $DICE DICE SCIENCE:"
X Link 2023-05-04T03:59Z [----] followers, [---] engagements
"@Ferg_JRF $PRVB agreed to be acquired by $SNY at a 273% premium to the previous close in March though that is an exception obviously. Agree $VKTX ultimately should be looking for $5+ billion ideally far more given their pipeline. Still early is the hurdle though very promising"
X Link 2023-05-17T20:06Z [----] followers, [--] engagements
"Some key recent earnings call comments: $NVS: "we are very actively looking across a range. continue to focus primarily in the sub-$5 billion range" $GSK: "we expect to do more targeted bis dev in the year ahead" $MRK: "bis dev remains a high priority" etc"
X Link 2023-05-22T21:16Z [---] followers, [--] engagements
"@mannyvacchiano $TERN Phase 2a enpoints are indeed non-invasive: MRI PDFF and a newer NASH endpoint called cT1"
X Link 2023-05-23T18:34Z [----] followers, [---] engagements
"Some thoughts on $PFE data and oral GLP-1s: - While existing and clinical-stage SubQ GLP-1/GIP/amylin drugs will likely remain larger mkt orals will capture a large % and importantly expand the mkt. - Companies pursuing orals: $PFE $LLY $VKTX $TERN $GPCR. Re $PFE data:"
X Link 2023-05-24T20:48Z [---] followers, [--] engagements
"- The $PFE danuglipron data was (mostly) known presented at EASD in Sep. [--] - 👇Danu's 120mg BID cohort acheiving 4.6kg body weight reduction shown on the EASD [----] poster and in this week's JAMA pub - i.e. we already knew"
X Link 2023-05-24T20:48Z [---] followers, [--] engagements
"that "Danuglipron may be as effective as Ozempic" yet the market reacted with $PFE highest volume positive trading day since [----] (COVID-19) - The new information from the JAMA pub was the safety data which showed a 34% discontinuation rate and 25% vomiting - While this is"
X Link 2023-05-24T20:48Z [---] followers, [--] engagements
"@AntifaChristian @Pharmdca @OMillionaires $PFE oral drug is a small molecule while VK2753 is a peptide drug. $PFE data (which was already reported last year) really didnt do anything to de-risk $VKTX oral Rybelsus data this week is a good comp Different than $MDGl which did de-risk VK2809 because of the shared MoA"
X Link 2023-05-25T00:39Z [---] followers, [--] engagements
"@Ferg_JRF @Andre_AGTC Not really a me-too Rybelsus as $GPCR is a small molecule. More analogous to what $LLY and $PFE are advancing. While small molecules could turn out to provide minimal efficacy advantage over oral peptides (Rybelsus) they will definitely avoid the (mild-ish) dosing restrictions"
X Link 2023-05-26T19:28Z [---] followers, [--] engagements
"Strange that GLP-1 (glucagon-like peptide 1) has the name that it does considering it has essentially opposite effects to glucagon Guessing their structures are similar $LLY $PFE $NVO $VKTX $GPCR"
X Link 2023-05-29T00:02Z [---] followers, [--] engagements
"$NVO and $LLY continue to battle for the GLP-1 space. Despite Mounjaro's perceived superior clinical profile Ozempic has actually expanded its lead in T2D over the past 3-6 months. Ozempic currently comprises 46% of GLP-1 NRx's versus just 24% for Mounjaro (pictured). And"
X Link 2023-06-02T19:27Z [---] followers, [--] engagements
"Interestingly this Ozempic outperformance comes after Mounjaro and Ozempic were both at about 35% of NRx's in GLP-1s for T2D back in November [----]. Its likely that $LLY's supply ramp constraints are limiting Rx's (similar to $NVO) rather than demand for the drug"
X Link 2023-06-02T19:27Z [---] followers, [--] engagements
"$VKTX Seems a bit strange that $MDGL $AKRO $GPCR $TERN and $ALT are all presenting at Jefferies Healthcare conference this week with most also scheduled to present at Goldman Healthcare next week and yet $VKTX has not announced any upcoming conferences Would be great to hear an update and their thoughts on all the recent events in the metabolic space"
X Link 2023-06-08T04:48Z [----] followers, [----] engagements
"@Pharmdca Seems there might be more downside risk for $TERN in the event that data is seen as worse than the standard set by $VKTX than there is upside potential in the case of on-par/good results. ThR-beta is validated but $TERN is squarely in third place and other MoAs showing benefit"
X Link 2023-06-08T14:31Z [---] followers, [--] engagements
"$BIIB $EASIY Receives full approval as expected. The commercial rollout over the next 2-3 years will tell the true tale: That these anti-amyloid mAbs from $BIIB and $LLY do not deliver clinically-meaningful improvements and come with real cerebrovascular consequences for $50k/year. Just speaks to the lack of alternatives in the space unfortunately. Families/caretakers will want to give the mAbs in some cases because it is the only option only to see no observable change in their loved one's disease progression. Lecanemab patients declined 4+ pts on ADAS-Cog14 over [--] months right in line with"
X Link 2023-06-09T20:42Z [----] followers, [----] engagements
"Valuation gap between $TERN and others is at least partly justified at least on the basis of TERN-501 which is in 3rd place in the ThR-beta class for NASH and at least 1-2 years behind $VKTX (Phase 2a vs. Phase 2b). TERN-501 will almost certainly be better than $MDGL 's"
X Link 2023-06-13T19:59Z [---] followers, [--] engagements
"Lots to be excited about for $AXSM currently. However one concern is will SUNOSI reach its full potential in EDS for obstructive sleep apnea (OSA). SUNOSI TRx growth (1st picture) has slowed considerably and reported just $12.9 million in net sales in the 1Q23. $AXSM management assigned it the lowest peak sales estimate of any of its [--] current/potential indications at $300-$500 million. $AXSM still needs to 6x SUNOSI sales to hit the low end of that estimate. SUNOSI's label for EDS in OSA was (is) a massive upside opportunity for $AXSM in our opinion with [--] million OSA patients and at least"
X Link 2023-06-15T23:58Z [----] followers, [----] engagements
"@Andre_AGTC Mostly common sense from $AZN seeing as $LLY $PFE and $GPCR (and perhaps some others like $TERN) are already proving to have viable candidates and designing small molecule to agonize incretin receptors is not easy. Also the oral formulation of $NVO 's semaglutide (already"
X Link 2023-06-19T16:13Z [---] followers, [--] engagements
"$MLTX data coming any day now; likely increased attention given the $DICE $2.4bb acquisition by $LLY. Jefferies out with a series of 5() notes yesterday setting the stage for the HS data. Their key points: 🧵"
X Link 2023-06-20T23:57Z [---] followers, [----] engagements
"$VKTX $TERN With increased attention on ADA market is coming to the realization that this #diabetes / #obesity space is extremely crowded and that the big guys $LLY $PFE and $NVO have their ducks in a row. Still like $VKTX given its portfoliorespresents comprehensive"
X Link 2023-06-28T14:39Z [---] followers, [----] engagements
"Interested in this topic as well particularly as it relates to $VKTX VK2735. Second paper you cited is authored by Eli Lilly scientists interestingly. $NVO has its SNAC oral peptide delivery technology which your citations show ha 0.8% absorption but what is $VKTX using. Haven't been able to find any info anywhere"
X Link 2023-07-01T00:10Z [----] followers, [---] engagements
"breast cancer data 1H23; look for clinical signals. BLU-263 Ph2/3 systemic mastocytosis data 2H23. $SRPT SRP-9001 Ph3 DMD data late 2023; could expand label. Accelerated approval launch underway. $ALNY Oct [--] PDUFA for Onpattro in ATTR-CM; AdCom could"
X Link 2023-07-14T18:56Z [---] followers, [--] engagements
"Great comments thank you. The explanations offered by $RLMD for the high pbo response (two problem site COVID etc.) indeed seem substantiated. Where do they break out the top problem site with a [--] pt MADRS pbo effect I know they have broken out the patients from "verifiable sources" in the deck but haven't come across that specific breakout of the top problem site"
X Link 2023-09-30T23:18Z [---] followers, [---] engagements
"@AF2Communicate Nothing surprising. Have to look past the verbage of these PRs with $ANVS . We have written about the way this company communicates. Very unprofessional. Mechanism is very interesting but public relations a nightmare. Data at end of year will be interesting"
X Link 2023-10-13T17:21Z [---] followers, [---] engagements
"Initiation report on $RLMD Relmada Therapeutics a Phase [--] MDD biotech which has been wrongfully written off by investors. Key points: 1) $RLMD was valued at $1 billion in [----] but now trades at sub-$100mm after reporting two negative Phase [--] trials"
X Link 2023-10-17T05:18Z [---] followers, [----] engagements
"$ABVX Haven't seen much on Abivax's $250 million Nasdaq cross-listing set to trade Thursday. Some key points: Lead candidate obefazimod is an oral small molecule designed to upregulate anti-inflammatory miR-124. In Phase [--] for ulcerative colitis (UC) which has"
X Link 2023-10-18T04:20Z [---] followers, [---] engagements
"Efficacy has been solid with short-term Phase 2b "induction" data reporting a 17-26% remission rate and 60% response rate at [--] weeks. Longer-term Phase 2b "maintenance" data showed continued improvement: 50%+ remission rate at [--] year and [--] years (second image)"
X Link 2023-10-18T04:20Z [---] followers, [--] engagements
"$ABVX short-term efficacy is a bit behind the most-effective UC treatments on a pbo-adj basis. Example: $ABBV's Rinvoq reported 20-29% remission in its induction trials (vs. 15-19% for $ABVX). However $ABVX appears competitive/favorable in maintenance setting (2nd)"
X Link 2023-10-18T04:20Z [---] followers, [---] engagements
"Upcoming Catalysts: Scheduled to present preliminary data at ESMO on Monday Oct 24th which will likely include ORR data for at least [--] patients at [--] wks of treatment. US expansion of ongoing NSCLC Phase [--]. Initiation of HCC CRC and soft tissue trial around YE24"
X Link 2023-10-19T17:04Z [---] followers, [---] engagements
"$BIVI A lot of pretty definitive or at least strongly suggestive comments from the CEO about the blinded data on both cognitive and imaging endpoints. Hypothetically what would it mean for the space if little $BIVI really does report groundbreaking data post-Thanksgiving: 50% rates of amyloid negativity strongly statistically significant cognitive improvements etc. It is hard to imagine. Have to believe the data will come out mixed (best case) like all the other neurodegen names that have come and gone. Interesting to think about what positive results would do to names like $BBIO $PRTA as"
X Link 2023-10-31T03:15Z [---] followers, [---] engagements
"$VYGR This name back to sub-$300 million market cap where it started the year. Digging into this company get interesting quickly with partnerships/out-licensing with $NBIX $NVO $PFE and $SGMO for its AAV capsid including significant up front payments (over $200 million since start of 2022)"
X Link 2023-10-31T04:39Z [----] followers, [----] engagements
"$RYZB (last month) and Apogee Therapeutics (July) have hung in there up 8% and 1% respectively from IPO. The rest are down between 20% and 70%. $LXEO is pursuing at least one novel indication giving transgenic APOE2 in APOE4 homozygous AD patients. Hard to imagine a pop"
X Link 2023-10-31T22:33Z [---] followers, [----] engagements
"$LXEO Gene therapy IPO Lexeo Therapeutics is planning to raise $126 million at a $365 million post-IPO mkt cap expected to trade Friday. Some key points: Lead asset LX2006 is an AAV10-based gene therapy being advanced in Friedreich's Ataxia (FA)"
X Link 2023-10-31T22:55Z [---] followers, [---] engagements
"@BowTiedBiotech @BowTiedBiotech @Andre_AGTC Don't forget incretin/GLP-1 biotech Carmot Therapeutics $CARM likely launching its IPO on Monday"
X Link 2023-12-01T19:04Z [---] followers, [---] engagements
"@mtheory11bio @monaco_biotech Still pretty drastic movement for just a data run-up. Someone thinks they know something"
X Link 2023-12-27T18:32Z [--] followers, [---] engagements
"Pretty surprising to see the $GRCL acquisition by $AZN have no effect on $IMMX. $IMMX is basically flat yesterday and today even with one of Nexcella's closer comps bought for $1.2 billion. Similar stages of development similar indications. $GRCL differentiator is dual antigen targeting and fast manufacturing while $IMMX has best-in-class safety profile among BCMA CAR-Ts. Safety likely going to be a big factor in this autoimmune CAR-T competition"
X Link 2023-12-27T19:30Z [---] followers, [---] engagements
"$RLMD Not a good corporate update from Relmada yesterday. Clinical enrollment clearly slower than preciously guided readouts likely to be pushed back further. Big problem is CMO Cedric O Gorman leaving likely due to some dissatisfaction between him and the company. He and his track record were a big source of confidence for us Sold most of our long stock position today betting will be able to buy it back lower. Kept [----] LEAPS"
X Link 2024-01-05T18:19Z [---] followers, [---] engagements
"Neumora Therapeutics $NMRA seems to be a pretty good long-term short opportunity. Trades at $2.4 billion of mkt cap for no good reason that we can see. Neumora $NMRA Phase [--] results in MDD are quite shaky. KOR antagonist rationale shaky. Currently wildly understating its time-to-NDA (in our opinion). Rest of pipeline is very early-stage and nothing novel. Valuation could easily get cut in half and be fair in our opinion. Unfortunately options market has virtually no activity massive spreads"
X Link 2024-02-01T18:54Z [----] followers, [----] engagements
"@BioStockAnalyst $ANRO is pretty interesting at its IPO valuation Early pipeline is yet to be validated but biomarker-based approach to lead asset ALTO-100 yielded strong Phase 2a results. Alto Therapeutics $ALTO IPO: Reviving Failed Drugs with Biomarker-Based Psychiatry $ALTO is pursuing psychiatric disorders with a pipeline of [--] clinical-stage candidates in-licensed from other companies (including Novartis and Merck) after failed early trials. https://t.co/kKMERchxnY Alto Therapeutics $ALTO IPO: Reviving Failed Drugs with Biomarker-Based Psychiatry $ALTO is pursuing psychiatric disorders"
X Link 2024-02-02T13:57Z [---] followers, [---] engagements
"@jfais20 $GUTS has a weight loss/diabetes procedure that is approved in Europe with comparable weight loss/HbA1c reduction to GLP-1s"
X Link 2024-02-02T14:40Z [---] followers, [---] engagements
"$ANRO Alto Neuroscience pricing its upsized deal at the high end of the range raising $129 million (+28% vs. expected). Pretty interesting story/lead asset (as we've discussed) More strength in the biotech IPO market after two upsized deals last week $CGON and $AVBP. https://twitter.com/Anders_Research/status/1753150187525066818 https://twitter.com/Anders_Research/status/1753150187525066818"
X Link 2024-02-02T14:54Z [----] followers, [---] engagements
"Cramer saying $AXSM looks like a good opportunity here. Honestly didn't do the worst job summing it up though a little late now. The vision was pretty clear as far back as May [----] (and earlier). 👇"
X Link 2024-02-06T05:15Z [---] followers, [---] engagements
"@Andre_AGTC @Maximus_Holla Implied volatility for $AMLX is huge"
X Link 2024-03-06T23:51Z [----] followers, [---] engagements
"@Andre_AGTC Just trying to eatimate the probability of success. Presenting bits of evidence and brainstorming. It does seem they got a bit lucky in CENTAUR"
X Link 2024-03-07T04:26Z [----] followers, [---] engagements
"@ContainsSALAD Know multiple people in personal life that are intryiged by the weight loss of Mounjaro but turned off by the jab. Anecdotal"
X Link 2024-03-07T18:04Z [----] followers, [----] engagements
"Ok yeah was definitely thinking buccal admin was more convenient. This seems to cut the addressable market to some degree though right Should I be focused more on the other parts of the pipeline for $AQST Tried to find more info on the dermatology application but not much out there it seems"
X Link 2024-03-08T00:19Z [----] followers, [---] engagements
"@pharmdaz @BIOTECHSCANNER Yeah $AQST definitely making sure to avoid the same mistake. Interesting that $SPRY trades at 40% higher market cap than $AQST but doesnt seem to have much going on besides Neffy"
X Link 2024-03-08T03:04Z [----] followers, [---] engagements
"@BiotechObserver @DrPaulyDeSantis This small part has multiple implications for $NVo being a powerhouse amycretin threatening GLP-1/GIP agonists as top dog etc. The competitive landscape fundamentally shifted once again thats all that materially changed yeah"
X Link 2024-03-08T07:07Z [----] followers, [---] engagements
"What is up with this BioAge co (partnered with $LLY) Doing an Apelin agonist saying it showed 2x weight loss versus mono incretin/GLP-1. Weird connection: $GPCR has an Apelin agonist but they are advancing it for pulmonary fibrosis with no mention of obesity that I've seen"
X Link 2024-03-09T05:28Z [----] followers, [---] engagements
"@JReulan @Alphanso_AI Wonder why $GPCR isn't pursuing their Apelin agonist in weight loss considering their lead asset is in obesity. Or maybe they are just not publicly yet"
X Link 2024-03-09T18:41Z [----] followers, [--] engagements
"Love reading your posts and fully subscribe to most of your thoughts @GaryMarcus though I'm not a deep expert. A quick curiosity: Do you pay any attention to what Palantir seems to be doing in terms of integrated LLMs into enterprises Seems to be gaining traction. Is there any way to make these things (LLMs) useful to enterprises in your mind"
X Link 2024-03-12T20:13Z [----] followers, [---] engagements
"They are not "smarter" but it does seem that they are starting to become quite effective for enterprise applications no Just look at what Palantir is doing. Adding a ton of enterprise customers because of their ability to integrate the LLMs specific capabilities to enhance a business operating system. Thoughts @GaryMarcus"
X Link 2024-03-13T12:56Z [----] followers, [---] engagements
"Just seeing that the $IMMX LinkedIn page apparently is apparently sharing updates that haven't been shared elsewhere: NXC-201 has dosed over [---] patients. Still appears from ClinicalTrials that the US-based ALA trial has not dosed its first patient. / $IMMX will be joining the race to address SLE myasthenia gravis and MS"
X Link 2024-03-14T20:54Z [----] followers, [---] engagements
"@ProRender203 Render network compatibility with Apple iOS seems pretty certain at some point not sure if this would be the place to reveal that Definitely could be"
X Link 2024-03-20T14:52Z [----] followers, [---] engagements
"Yeah video will probably go up eventually. Regarding Stability AI have you been following any of this stuff about how Stability AI is potentially falling apart Three of the five founding engineers recently leaving lot of staff leaving in general people mad at Emad. Not sure what to think about it dont have all the details"
X Link 2024-03-21T12:51Z [----] followers, [---] engagements
"Looking forward to it. Question: Have you been following any of this news about how Stability AI is apparently falling apart Apparently three of the five founding engineers just left a ton of staff has left in recent quarters calls for Emad to step down etc. Not sure what to make of it"
X Link 2024-03-21T15:14Z [----] followers, [---] engagements
"@Machine4lpha Wish I could understood what rendering was a little better. I don't understand how some videos can look very good without being rendered when a video/image needs to be rendered or how it would be incorporated into image/video output from something like Stable Diffusion"
X Link 2024-03-21T20:55Z [----] followers, [--] engagements
"@yayowam @StabilityAI @EMostaque @Endeavor @JulesUrbach @NVIDIAGTC @Adobe @richardkerris @exa_bits @PrimeIntellect Sam Altman on compute being the most valuable commodity by end of decade. I think compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world. https://t.co/ygaTtETmCc I think compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world. https://t.co/ygaTtETmCc"
X Link 2024-03-22T16:57Z [----] followers, [---] engagements
"@MersShata @NerminShata @ionet_official @rendernetwork is shady. They have a lot of VC money getting behind them. A little bit concerning. I feel like they may try to basically cut $RNDR out of the whole situation by trying to just onboard GPUs directly to ita network"
X Link 2024-03-22T17:55Z [----] followers, [--] engagements
"Wouldn't you agree that is a bit shady @Machine4lpha. They have a lot of VC money getting behind them. A little bit concerning. I feel like they may try to basically cut $RNDR out of the whole situation by trying to just onboard GPUs directly to its network. Thoughts"
X Link 2024-03-22T17:58Z [----] followers, [---] engagements
"They are in a strange competitive situation. The way the CEO talks he clearly wants to be the biggest and best-known company in the decentralized GPU for AI space so he does seem to downplay or not mention their partners like $RNDR which may also be competitors. It would seem on-brand for him to be planning other potentially sketchy things as well. http://io.net http://io.net http://io.net http://io.net"
X Link 2024-03-22T18:01Z [----] followers, [--] engagements
"Agreed and clearly that is Apple for the [--] billion which does seem like it is going to happen at some point here. One question on that though is would Apple just be opening their chips to be used during idle time by $RNDR or would these other GPU aggregator networks also be able to try to add Apple chips to their network"
X Link 2024-03-22T18:03Z [----] followers, [--] engagements
"@RENDER_DADDY @0xHushky @AethirCloud @ionet_official @bittensor_ @StabilityAI CEO clearly wants to be the biggest and most well-known in the space. I think he is probably plotting on ways to cut $RNDR out of the loop. Definitely watching"
X Link 2024-03-22T18:05Z [----] followers, [--] engagements
"@RenderGorilla How does the Render network actually benefit from these compute clients though They don't require the compute clients to burn $RNDR under the Burn-Mint Equilibrium. Compute clients are basically exempt from the BME"
X Link 2024-03-23T23:03Z [----] followers, [---] engagements
"@EMostaque Sounds like we are going to create similar models across all the major modalities 3D image video text multi-modal. @EMostaque is a benevolent and intelligent BEAST"
X Link 2024-03-28T05:16Z [----] followers, [--] engagements
"@DeductiveEngine You think Genius is gonna be better than a top-tier LLM at inputting and outputting text anytime soon Feel like that would be pretty hard. Fell like robotics computer vision etc. will be the domain of Genius/active i ference more so to start at least"
X Link 2024-03-30T22:56Z [----] followers, [---] engagements
"@deppilf Oh I am sure they will. They were asked about it on their most recent earnings call. Said they werent really considering it at this time. Assume they will be getting inquiries about it though especially as $VERU gains some notoriety"
X Link 2024-04-05T19:34Z [----] followers, [---] engagements
"Also crazy tidbit about $VERU's enobosarm: The other promising SARM (selective androgen receptor modulator) in the space is Ligandrol. Which ended up at $VKTX as VK5211. They were asked about it on the 4Q23 earnings call and didn't seem to be pursuing it currently though I am sure they going to start getting inquiries from others who would like to"
X Link 2024-04-11T18:27Z [----] followers, [----] engagements
"$ANVS data via my ThinkOrSwim terminal appears to have reached statistical significance on ADAS-Cog. But appears they are stratifying Mild AD vs. Moderate. Annoying. INVESTIGATING FURTHER"
X Link 2024-04-29T14:23Z [----] followers, [----] engagements
"@MelvinRiskMgmt Yes understood. Was just saying that non-dilutive would be ideal. Maybe has to bolster the balance sheet a little bit in order to make that happen anyways"
X Link 2024-05-16T04:28Z [----] followers, [--] engagements
"New note from Brookline on $ANVS. Nothing groundbreaking. They cast some doubt on the Parkinson's data regarding the potential for a placebo effect (seen in the AD data) which is fair. $ANVS will very hard time finding funding for future trials without strong results"
X Link 2024-05-28T23:37Z [----] followers, [---] engagements
"$NVO's oral amycretin is a beast. Seems to outpace $VKTX's oral on weight loss at one month at the highest dose (though $VKTX has room to test higher doses). Still no specific AE rates for amycretin but the abstract is saying that the mild to moderate AE profile were "acceptable" at both doses"
X Link 2024-07-08T16:22Z [----] followers, [----] engagements
"Yes super helpful. Love the visuals you do. Viking definitely still ahead but Kailera surprisingly close. With a bunch of effective drugs giving 20%+ weight loss over a year (both VKTX and Kailera will do this) think side effect profile will end up being the most important factor from a commercial standpoint"
X Link 2025-01-14T17:01Z [----] followers, [---] engagements
"Love the detail. Agree its pretty impressice Brian saw all this coming and was positioned so well. Have been getting quite interested in this idea that GLP-1/GIP is quite clearly the best combination. Trying to figure out if the outperformance by GLP-1/GIP versus other agonist profile (like GLP-1 amylin etc.) will be so clearly better that it ends up being just the successful GLP-1/GIP drugs that split like 80% of the market which would be maybe a three way split as it stands right now (giving Kailera the benefit of the doubt). Wondering if this will become consesnus in the next year or so."
X Link 2025-01-15T02:58Z [----] followers, [---] engagements
"@bioinvestor24 I listened to the actual audio of the call and it definitely sounds like Bourla is saying they will not pursue BD with an injectable GLP-1/GIP/etc. He is content with his danuglipron and looking for "next-generation" mechanisms. Seems to have a very poor strategy overall"
X Link 2025-01-15T22:38Z [----] followers, [---] engagements
"Well yes it can probably be surmised that there is a high rate of vomiting but we dont know without the data so its possible they have found the worlds best GLP-1 mono agonist which would be significant. You right though probably high rate of vomiting probably significantly worse efficacy/safety tradeoff versus tirz or VK2735. It surprising that they bring these mega-vomiting drugs into bigger trials Like why"
X Link 2025-01-15T23:37Z [----] followers, [---] engagements
"Seems like there is really no in-human data to go off of for myostatin inhibitors in obesity can only infer from SMA. Seems like people pretty positive on $SRRK as it already succeeded in sma and is a latent/active myostatin inhibitor rather than a pan-Activin receptor blocker i.e. more gentle which is probably good in obesity"
X Link 2025-01-16T18:28Z [----] followers, [---] engagements
"@CodyRhodeMoney @seedy19tron Totally but I think it is also the least-specific (i.e. messiest) drug in the class that is being advanced for obesity. Seems that $SRRK's is much "gentler". We'll see what that means for efficacy but probably a milder side effect profile"
X Link 2025-01-16T20:58Z [----] followers, [---] engagements
"@finformer_net @RaymondJames Interesting info. I have been long some $VRSSF for a while now. Wondering where I could verify that Raymond James purchased (and owns) $30 million worth of shares Not sure how to go about this with a Canadian-listed company"
X Link 2025-01-19T19:55Z [----] followers, [---] engagements
"@DueDoctor Arent patients that discontinue treatment usually excluded from the average weight loss calculation anyways Obviously would be nice to know the discontinuation rate but does it change the total weight loss and its comparability versus competitors"
X Link 2025-01-24T15:14Z [----] followers, [---] engagements
"@drsxr @Biohazard3737 Exactly all about pricing and the actual monetization of $VKTX when it gets to market in 3-4 years. Could be that the market for incretins hits (or exceeds) expectations in terms of volume but comes in way below the $120 billion market opportunity figure because of pricing"
X Link 2025-01-24T18:04Z [----] followers, [---] engagements
"@bioinvestor24 They reported vomiting rate for all of the doses. You should read more about them its clear you dont know much yet. They are pretty interesting"
X Link 2025-01-31T20:53Z [----] followers, [---] engagements
"Morgan Stanley raising $AXSM price target from $125 to $190/share. Citing Auvelity strength in MDD and attractive opportunity in Alzheimer's agitation. Not even mentioning Sunosi in MDD and ADHD (readouts imminent) which are longer-term but large opportunities"
X Link 2025-02-26T16:51Z [----] followers, [----] engagements
"Predictable fate for $ANVS. Messy data cut multiple ways in order to find a narrative well-known capital needs and years until the next data readout equals disaster. What was surprising was their ability to raise $20mm a month ago. From who. https://x.com/Anders_Research/status/1810741610159952354 The post-data rally for $ANVS has been pretty surprising considering both the limitations of the data and the long road ahead. Would seem reasonable for this to start drifting back down as the necessary capital raise comes into focus. https://x.com/Anders_Research/status/1810741610159952354 The"
X Link 2025-03-06T16:22Z [----] followers, [----] engagements
"$COYA solid start to the year after tumbling a bit on nuanced (but ultimately clearly positive imo) Alzheimer's data last October. $COYA has been playing up a GLP-1 combination angle in neurodegen diseases perhaps underpinning the positive movement. Managmeent has stated publicly that they hope to strike a BD deal for the combination this years. The small (n=4) data in ALS is the real crown jewel for $COYA (stopped progression for [--] months straight). After some delays they are looking to initiate a potentially pivotal Phase 2b study mid-year (will take 12-18 months). They also have a readout"
X Link 2025-03-07T18:26Z [----] followers, [---] engagements
"Re $ZEAL $RHHBY deal Piper Sandler pointing to $GPCR's oral small molecule amylin candidate. Still preclinical but mice studies show favorable weight loss versus cagrilinitide and PK/PD showing similar affinities. I still think $GPCR lead candidate too intolerable but could be provide an interesting buyout angle. Wondering how long this lift in $VKTX $GPCR etc. is going to last. $MRK and $PFE expected to be among the most interested in pursuing an acquisition"
X Link 2025-03-12T16:40Z [----] followers, [----] engagements
"Has $BEAM said if the $500 million they just raised is expected to take them profitability. They had $850+ million before the deal and burned $350 million in [----]. You would hope they wouldn't need to raise again (assuming Sickle Cell and AATD succeed)"
X Link 2025-03-14T18:41Z [----] followers, [---] engagements
"@BowTiedBiotech Should be positive for $MLTX re IL-17 no IL-17 definitely looking like a superior mechanism in I&I"
X Link 2025-03-17T15:05Z [----] followers, [---] engagements
"Wouldn't expect both stocks to be up on this news. $BEAM (+5%) $PRME (+13%) https://x.com/adamfeuerstein/status/1902335129202065485 Prime $PRME and Beam $BEAM are frenemies. Born of same lab pursuing rival gene-editing treatments. Lawsuits ahead https://t.co/NQWQvFbZL5 via @Jasonmmast https://x.com/adamfeuerstein/status/1902335129202065485 Prime $PRME and Beam $BEAM are frenemies. Born of same lab pursuing rival gene-editing treatments. Lawsuits ahead https://t.co/NQWQvFbZL5 via @Jasonmmast"
X Link 2025-03-19T19:07Z [----] followers, [---] engagements
"@sonichedgefund Haha exactly. Thoughts on $ARWR"
X Link 2025-03-21T17:22Z [----] followers, [---] engagements
"Am I the only one that has to consciously think about the difference between the ATTR and AATD whenever I see a post about them Finally starting to become second nature but has taken way too long. $BEAM $WVE $ARWR $ALNY $PFE $NTLA $IONS"
X Link 2025-03-23T15:57Z [----] followers, [----] engagements
"IPOs seem to be loosening up pretty nicely. CoreWeave this week. Klarna StubHub eToro all filing in the past week or so. A bunch of smaller deals as well. Google just annoucned a massive $32 billion acquisition of Wiz. Pre-Trump had been scared away by FTC. Like many things over the past few years this seems specific to the biotech industry. @Biohazard3737"
X Link 2025-03-26T16:48Z [----] followers, [---] engagements
"@BlueDuckCap @Citrini7 What could the margins ultimately be on a business like this though. Especially with the Greenbrook acquisition very brick and mortar and capital/human intensive. Agree growth could be great over next few years but wonder what that actually translates to on EBITDA CFFO"
X Link 2025-03-26T17:13Z [----] followers, [---] engagements
"Love that $SLNO has the debt financing in place and doesnt need to do a deal. Equity raise wouldve been fine but for a company with clear near- and medium-term sales ahead theres really no reason to dilute"
X Link 2025-03-27T00:27Z [----] followers, [----] engagements
"Text from a girl this morning who went to the ER after taking Topamax from $HIMS for weight loss. Says her intraocular pressure went to 50"
X Link 2025-04-02T15:44Z [----] followers, [---] engagements
"$IBRX is likely going to succeed over the long term and the narrative of an "anti-chemo" cancer treatment could become quite strong"
X Link 2025-05-08T17:46Z [----] followers, [----] engagements
"6. $50 million of cash. Management guides to breakeven in year [--] of launch (2027) and says they can reach it with cash on hand. [--]. Stock is unknown by the market; $120mm MC; Nov [----] Nasdaq uplisting with $50 million clean equity financing"
X Link 2025-05-13T13:13Z [----] followers, [---] engagements
"Invivyd $IVVD +80% in the past two days after the announcement they will develop a measles mAb. Not really near-term news so surprised it triggered this move but the move is warranted on fundamental imo. Earnings call on Thursday. Company will probably report sub-$10 million loss in 1Q25 and reiterate breakeven by end of 2Q25 IF Pemivibart adoption is continuing. Longer-term story as vaccine alternative for COVID measles and other infectious disease is the more interesting aspect. https://x.com/Anders_Research/status/1903134547920699608 https://x.com/Anders_Research/status/1903134547920699608"
X Link 2025-05-13T15:50Z [----] followers, [---] engagements
"Listening to $IVVD earnings call closely in the morning. The company has not spoken to investors since February and I think there is potential for significantly positive news. [--]. $IVVD likely to hit its 'profitability by 1H25' guidance: Operating loss went from -$60mm in 3Q24 to -$18mm in 4Q24 due to both 50% revenue growth to $14 million as well as MAJOR expense reining in. [--]. Dilution risk very unlikely: Had $70mm of cash as YE24 which would likely support them to profitability but if not and for extra breathing room R&D and headcount added a $30mm loan from SVB in April. [--]. Updates on"
X Link 2025-05-15T03:37Z [----] followers, [---] engagements
"@DavidDin Do you think the FDA's rejection in papillary NMIBC could get quickly reversed I wish they did a conference call so someone could ask this question. Do you have any insight"
X Link 2025-05-15T17:38Z [----] followers, [---] engagements
"$ACOG trading 2x its previous highest volume day today after a best-case-scenario earnings call yesterday. Majority of shares are held by the investors in the $50 million November offering---likely expecting more than a 20-30% return given the story and thus very few sellers"
X Link 2025-05-16T20:00Z [----] followers, [---] engagements
"Also what do you think about these growth initiatives and investment from Saudi/UAE/etc. as it relates to trying to outgrow the debt. We grow debt at like 5.5% a year right so if you could somehow grow faster than that (though obviously unlikely especially with AI deflation) you are net improving the debt situation"
X Link 2025-05-20T21:19Z [----] followers, [---] engagements
"Seems like the deficit is probably going to be smaller y/y this year no Tariffs probably add $400 billion to revenues. Add another $100 billion of Trump gold cards and maybe some other stuff. Should be 20%+ lower deficit this year no As a someone aboard the nothing can stop this train I know it doesnt stop the overall trajectory just slows it a bit"
X Link 2025-05-21T01:25Z [----] followers, [----] engagements
"@PaulFisch1 @APompliano Doesnt address ny main point"
X Link 2025-05-21T04:19Z [----] followers, [---] engagements
"As it should be. $MRNA They really need cancer vaccines to work. Speaking of which why are all the cancer vax co's doing trials in recurrence prevention after surgical resection rather than outright treatment. https://x.com/Anders_Research/status/1924982812030980185 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 https://t.co/0vB9ZFcaRU"
X Link 2025-05-21T15:20Z [----] followers, [----] engagements
"My point is that if you used the same time series as the [----] cycle the graph for this cycle would look like the 'banana zone' already occurred for bitcoin. But instead for this cycle the graph is including the previous bull market's high in the early part of the series (which the graphic doesn't do for the [----] cycle) making it look like we have barely started the move up"
X Link 2025-05-28T00:13Z [----] followers, [---] engagements
"Good piece $HYPR on my radar since the pop earlier this week. Have to do more digging. So no revenue traction/growth recently but we are arguing that is bound to start showing up at some point based on the increasing awareness regarding gadolinium Also looks like will need a raise in [--] quarters"
X Link 2025-06-07T21:04Z [----] followers, [---] engagements
"The quantum bubble and the fact that there is an example of a narrative that re-rated higher is not a reason that $HYPR should re-rate higher as obviously there a countless more examples of companies that continuously struggled for funding. So yea it is a matter of education then so that people become willing to fund this narrative. It would seem that education of the healthcare system and a resulting increase in actual sales would be the number one way to drive that. Have barely researched the company but if the company has been trying to sell Swoop since [----] and is still only doing $2mm"
X Link 2025-06-07T23:45Z [----] followers, [---] engagements
"Good thoughts. Didnt mean to come across as overly challenging the thesis but definitely dont think the comparison to quantum provides much insight here. While rhis could definitely catch some hype with the NVIDIA angle this will trade on expectations of revenue growth imo. Jefferies excerpt seems to be from mid-2024 based on the contents of the note. Ill check for more updated notes from them"
X Link 2025-06-08T08:18Z [----] followers, [--] engagements
"@MSollender It's an intriguing strategy recently going for some earlier-stage companies. Will see if they make a similarly early-stage move on $IPHA $VTYX or $ANAB in the next year or so"
X Link 2025-06-11T13:55Z [----] followers, [---] engagements
"Taking a detour from $INMB circled back to $NKTR again since everyone's talking about it. I never seem to get anywhere exciting when I look at $NKTR. Along the way notice their extensive devotion of slide deck space to the TNFR1 vs. TNFR2 dynamic. $INMB"
X Link 2025-06-17T04:27Z [----] followers, [----] engagements
"$VTYX likely sell-the-news after it had run up 200% since early April even with the data presented looking pretty solid. As solid as it can look without actual numbers that is which could be some of the market's reaction. Stat. sig. on UPDRS at [--] days is a bit crazy"
X Link 2025-06-17T15:10Z [----] followers, [----] engagements
"Couple mini holes in the biomarker data could also be playing into the stock move down. Think it is just a temporary move and the stock will probably grind up a bit more as we get closer to cardiometabolic readout in 2H25"
X Link 2025-06-17T15:13Z [----] followers, [---] engagements
"@MartinShkreli Yes speculatively long. Can check my profile to see my long-form thesis or some of my posts. Pleasure to make your acquaintance"
X Link 2025-06-17T21:01Z [----] followers, [----] engagements
"@Biotenic At least I actually perform analysis the validity of which you can decide for yourself. Honestly stand by the $ANVS analysis. Taking shots in the world's hardest disease it comes with the territory. Very easy to just blindly assert any given upcoming readout will fail"
X Link 2025-06-17T21:32Z [----] followers, [---] engagements
"@MartinShkreli @jeremyj0916 @HTFirstcapital @carlkestens I would talk with you on ur show. Very unemotional and acknowledge the risks/shortcomings of $INMB but think the way you have gone about trying to ascertain that it will fail are silly (of course the odds are that it will still fail anyways)"
X Link 2025-06-18T01:49Z [----] followers, [---] engagements
"Was only offering cus u just said u would talk to anyone. Understand u are preoccupied with quantum and other things and are just hoping for an easy win to help right the account without having to do much work (Alzheimers of course would be the place to try that) and thus wouldnt be comfortable/equipped disussing details or debating in the same way you invite people to do for quantum names etc"
X Link 2025-06-18T02:23Z [----] followers, [---] engagements
"1. Steroids impair cognition/memory in humans healthy and diseased as I said. [--]. Wasnt what I said or what Shkreli and I talked about but interesting assertion looking into it. [--]. Aberrant inflammation gotta be somewhere in there upstrean or down. How else do you get neuronal loss etc"
X Link 2025-06-18T22:13Z [----] followers, [---] engagements
"@biofeed @CorleoneDon77 It's kinda both. Think it encapsulates his essence pretty well though for sure. As a hockey fan Shkreli is like Brad Marchand. Very hatable and has that gross quality of enjoying being hated but good at what they do"
X Link 2025-06-20T02:31Z [----] followers, [---] engagements
"@BowTiedBiotech @MartinShkreli ChatGPT having a hard time putting those into graphic form"
X Link 2025-06-20T11:18Z [----] followers, [---] engagements
"@AaronRosenblum5 @SnakingLOL He may mean BioVie. Proud of my work on both"
X Link 2025-06-20T21:36Z [----] followers, [---] engagements
"@onamixt @Carver_Capital @MartinShkreli Haha yeah I decided to not even respond to this guy. Literally laughed when I read it ln. You cant make up how dumb these people are"
X Link 2025-06-21T15:28Z [----] followers, [---] engagements
"@anthonystaj I just acknowledged the validity of ur points about the Phase [--] data lack of disclosure pTau data etc. and said they increased my skepticism"
X Link 2025-06-23T01:33Z [----] followers, [---] engagements
"$CDTX great data. Non-vaccine flu preventative should benefit from multiple tailwinds. Great candidate for some form of accelerated approval from this new FDA. Always thought the mechanism was very intriguing lost track of the name for a bit working on other things. Congrats to company and investors"
X Link 2025-06-23T15:58Z [----] followers, [----] engagements
"Yeah honestly doesnt look like uve beought it up much only twice in the last week. It was kinda two different things @anthonystaj and I were talking about one about subgroup analyses which we both think would be punished by the market and the other that if they somehow miss EMACC but hit CDR-SB Anthony was arguing it would be invalid because they need to run a correction analysis where I was saying the market wont care. Fully agree (and even did leading up to $ANVS readout) that subgroup analysis equals death"
X Link 2025-06-24T19:46Z [----] followers, [---] engagements
"@JD4for4 Great article man on my watchlist now. Recent downtrend is interesting. I guess they have data from [---] coming up still. Maybe let that occur while I keep reading up"
X Link 2025-06-25T03:22Z [----] followers, [---] engagements
"Upcoming interim readout will be interesting. So I guess the main biomarkers they will present are GCase activity and some inflammatory biomarkers right While a lot of the evidence so far is pointing in the right direction I am wondering what kind of effect additional interim biomarker data will really have on the stock. Especially with the need for cash. Management's recent comments on interest from Big Pharmas is interesting. Just trying to figure out is the interim biomarker results could actually be high-impact to the upside. Curious if you have any thoughts"
X Link 2025-06-25T20:53Z [----] followers, [---] engagements
"@A_May_MD @Andre_AGTC What was tha Jan [--] couple-month run there and what was the binary win in October [----] curious"
X Link 2025-06-26T01:09Z [----] followers, [---] engagements
"@SnakingLOL @jeremyj0916 @realchinesespy @anthonystaj Short for 'bag holder'. You're idol Martin Shkreli coined the term as you know (weird attempt to claim you aren't a Shkreli minion even though you clearly parrot his exact inane arguments for $INMB)"
X Link 2025-06-26T14:36Z [----] followers, [---] engagements
"@plainyogurt21 @AaronRosenblum5 @jeremyj0916 Seems like there should be more upside if you are matching opz since opz is doing $650mm of revs in [----] vs. current market cap of like $70mm but definitely feels like most of the pre-data move has been missed. Will be observing from the sidelines"
X Link 2025-06-26T14:54Z [----] followers, [---] engagements
"One of the miscellaneous things that the Shkreli minions and other less-than-thorough $INMB shorts don't seem to acknowledge: The papers and hundreds of case study videos of Dr. Tobinick's perispinal Enbrel treatment delivering immediate and miraculous improvements in Alzheimer's stroke Parkinson's and other neurological conditions. This video (one of hundreds on this Youtube channel) shows a man with moderate/severe Alzheimer's that cannot remember the year month or state he is in. After treatment he quickly answers these questions with certainty shows expressiveness and personality and his"
X Link 2025-06-26T15:04Z [----] followers, [----] engagements
"Firstly are you saying these videos of perispinal etanercept are not indicative of therapeutic action To your point I believe etanercept would reach statistical significance in Alzheimer's on its own in a larger trial (the numbers from the small 40-patient trial dictate that 200-600 patients would be required to reach stat sig depending on the endpoint). The selective soluble TNF inhibition of XPro may provide even further benefit that is the hope at least"
X Link 2025-06-26T15:22Z [----] followers, [---] engagements
"@MartinShkreli He has [--] published papers all related to etanercept or TNF that I see. Im guessing your saying his focus on etanercept means these cases/videos are illegitimate in some way"
X Link 2025-06-26T16:27Z [----] followers, [---] engagements
"@CorleoneDon77 Sir did you read this Its a clueless AI generated article"
X Link 2025-06-27T19:56Z [----] followers, [---] engagements
"@onamixt The idea that these investors were pulling off a miraculous short meaning they started and finished this deal in a matter of hours completed it same day and that INmune didn't care to verify if they were actual genuine investors is asinine"
X Link 2025-06-28T02:17Z [----] followers, [---] engagements
"@BmfReports Pretty tough showing here. Not even a basic knowledge of the company or its history. Will look into the consulting thing as its the only thing that was readily/obviously disprovable"
X Link 2025-06-28T17:24Z [----] followers, [----] engagements
"Consulting role in [----] leading up to their IPO then no detectable connection to the company at all since then. So needless to say irrelevant. But more curious how you managed to even find that so far back especially since you weren't able to find even basic facts about the company"
X Link 2025-06-28T17:47Z [----] followers, [---] engagements
"Really interested in what will happen if the data is like okay and there is a solid not egregious spin on it given the 50%+ short interest. Like if data is not a complete fail whatever that means and gives the majority of longs enough of a bone to not sell whats gonna happen with all these peeps that piled into this short"
X Link 2025-06-29T02:19Z [----] followers, [---] engagements
"Oh if the data is bad/messy they'll absolutely be spinning it. Question is just will the spin actually be taken serious be a large enough percentage of people. People getting much more discerning/cynical when it comes to analyzing these so its a higher bar. I'm not sure they scramble raised cash. Why would the investors invest ahead of the company reporting bad data (I think you might be one of the people that believes this was a miraculous intraday short operation by two hedge funds and if so never mind)"
X Link 2025-06-29T03:20Z [----] followers, [---] engagements
"Two funds wanting to take a gamble right before data is the most probable scenario though granted still odd of all the possible scenarios I have been able to consider. Besides the nasty short arb trade Shkreli was acknowledging this as the only other possible option. Though he raises the point of if the company knows the data and its good why would they do this deal pre-data at $6.30/share which is a valid curiosity. The only explanation would be that the CFO/company has no real institutional ownership and decided mild/moderate dilution before releasing the results was a worthy trade off."
X Link 2025-06-29T04:25Z [----] followers, [---] engagements
"List of clinical-stage drugs being targeting either TNFR1 or TNFR2 just tangential to $INMB Posting for Shkreli and co. which maintains the TNFR1/TNFR2 research is a reach and/or bunk. The Sanofi $SNY drug is interesting came up short in PsO recently but in Phase 2s for RA UC and CD. TrexBio also interesting (raised $84 million in Nov '24 for its TNFR2 agonist) because it is advancing in AD which traditional TNF inhibitors (Humira Enbrel) didn't really work in"
X Link 2025-06-29T21:29Z [----] followers, [----] engagements
"@brianhc @MartinShkreli @BmfReports Haha exactly. Dude is clearly failing to perform basic research and make basic inference yet Shkreli happy to treat him nicely since hes a fellow bear"
X Link 2025-06-29T22:16Z [----] followers, [---] engagements
"@Scooter0732 Lol says a dude that doesn't post any ideas and just trolls comments and joins consensus herds"
X Link 2025-06-30T14:48Z [----] followers, [---] engagements
"@HOThomasWPhelps @A_May_MD Interesting thanks. I guess no reason ot wouldt theoretically work for AD AA etc. then. ITKs def seem to be a main emerging modaility in immune/inflammatory"
X Link 2025-06-30T17:39Z [----] followers, [---] engagements
"@onamixt @jeremyj0916 $VIGL yeah. Have dug into it a little interesting science but didn't seem like a world beater. Time will tell. Subsumed by $SNY so can't play it anyway"
X Link 2025-06-30T18:37Z [----] followers, [--] engagements
"$ACOG surprisingly surging to +15% today after putting out this press release on preclinical data in TBI. Still think $ACOG is super underknown and will catch another substantial leg up after 2Q25 results but this news not exactly groundbreaking. Assume it will come back down"
X Link 2025-07-02T18:35Z [----] followers, [----] engagements
"Still think $IVVD has a ton of upside potential not only as a monoclonal antibody therapy for COVID (vastly preferable to vaccines) but also as a potential Long Covid treatment. I expect this idea to catch on in the second half of the year. https://investors.invivyd.com/news-releases/news-release-details/invivyd-and-leading-researchers-form-spear-spike-protein https://investors.invivyd.com/news-releases/news-release-details/invivyd-and-leading-researchers-form-spear-spike-protein"
X Link 2025-07-02T19:57Z [----] followers, [---] engagements
"@MelvinRiskMgmt I know stuff about this $COYA"
X Link 2025-07-15T16:49Z [----] followers, [---] engagements
"$ACOG Q2 earnings this morning reporting only $2 million of sales for the first commercial quarter for Zunveyl. That would be a fine first quarter except for that on the May earnings call they said they had $1 million net sales in April alone. Stock rightfully down 10%+. Either that number was inflated or sales were lower in May and June. More likely that the $1 million number was exaggerated as the [---] bottles sold mentioned on the same call would only add up to $375k of sales. In either case not a good look on management. More info to come. Medium-term growth outlook should be unchanged"
X Link 2025-08-14T15:03Z [----] followers, [----] engagements
"$IVVD $50 million raise. A fate that earlier in the year seemed avoidable but revenue failed to ramp up in Q2 and it will need to support its pivotal trial for VYD2311. The market for prophylactic COVID mAb in immunocompromised patients (cancer transplants) just not very big and/or physicians don't really care enough especially since we haven't had a truly large COVID surge in over a year now. VYD2311 is the real value driver by unlocking IM dosing (like a vaccine; IV dosing is inconvenient) for prophylaxis treatment and potentially Long Covid. Story has been pushed out. Hopes for EUA for"
X Link 2025-08-21T14:17Z [----] followers, [---] engagements
"Yeah some of the trial enhancements they made do seem like they should have a positive impact especially now that we are out of COVID. If all go well it will be like Axsome back in [----] trying to keep my mind open to the possibility. It would also be such an awesome treatment option for so many people"
X Link 2025-08-25T17:26Z [----] followers, [---] engagements
"That's interesting I did not know about this asset of their'. I kind of dismissed $ANRO after the ALTO-100 failure but now revisiting the pipeline its one of the most creative/intriguing in all of neuro. Not starting the ALTO-207 trial until 1H26 so will have to wait a while but have the PDE4i in schizo in 2H25 which I haven't looked into at all. Thoughts on that one"
X Link 2025-08-25T18:37Z [----] followers, [---] engagements
"@zoomyzoomm Just a chart of COVID vaccine relevancy"
X Link 2025-08-27T20:02Z [----] followers, [---] engagements
"Assume this is in relation to EUA being revoked for healthy patients yesterday. Outright ban of vaccines for all patients still seems unlikely without a an alternative to offer at-risk people that want protection but the CDC and FDA intentions are very clear Just spoke with my CDC sources they were in tears. RFK Jr. reportedly told CDC staff: Follow my vaccine orders or be fired and blacklisted. Hes placed allies in key positions to enforce this. This is a direct attack on public health. Just spoke with my CDC sources they were in tears. RFK Jr. reportedly told CDC staff: Follow my vaccine"
X Link 2025-08-28T16:24Z [----] followers, [---] engagements
"I am also looking at $GUTS ahead of this 3-month readout in September and then the Q1 readout after that. Story would be huge if they can actually get data to play out. A bit worried the placebo group could not show weight rebound like we want/need Also trying to read the tea leaves from small 13-patient open label data. Showing a 1-pound weight regain is fine but a little confusing since the PR says [--] of the [--] patients had either no regain or further weight lossseems to imply that the aberage should be slight weight loss not regain Still thinking it all over"
X Link 2025-08-28T20:36Z [----] followers, [---] engagements
"Have stumbled on a few accounts that are clearly bots or otherwise paid to comment positive sentiments about RFK Jr. MAHA HHS etc"
X Link 2025-08-29T11:44Z [----] followers, [---] engagements
"Added to $IVVD today. Everything in place just a waiting game. Bought $GUTS"
X Link 2025-08-29T20:07Z [----] followers, [----] engagements
"$IVVD presenting at Cantor healthcare conference tomorrow. First appearance since: 1) They announced alignment with FDA on a pivotal trial for VYD2311 2) They raised $57 million 3) News that the FDA may "ban" COVID vaccines"
X Link 2025-09-02T04:10Z [----] followers, [----] engagements
"Trump now sounding off directly on the COVID vaccine issue adding to all of the news/developments with HHS FDA CDC and RFK Jr. last week. $IVVD"
X Link 2025-09-02T04:29Z [----] followers, [----] engagements
"The fact that $GUTS isn't moving at all and is only trading $500k of market cap per day ahead of an interesting data readout this month is odd"
X Link 2025-09-02T17:51Z [----] followers, [----] engagements
"@BowTiedBiotech Its a hydrothermal ablation of a portion of the duodenum's lining. Weird but interesting"
X Link 2025-09-02T22:53Z [----] followers, [---] engagements
"Some other thoughts about these Trump comments: Trump not happy with the turmoil that the vaccine elimination push from RFK Jr. and co is causing at CDC. And the public backlash. It's very possible he overrides Bobby or tells him to reign it in. While that would create a marginally less wide open path for $IVVD as we have said the superior efficacy and safety of long-live antibodies for COVID should win out"
X Link 2025-09-03T21:52Z [----] followers, [---] engagements
"@PsychedVantage True forgot the mid-dose is key"
X Link 2025-09-04T22:22Z [----] followers, [---] engagements
"@WexCapital @MartinShkreli Getting nostalgic for the $INMB days with this thread. Snaking ever the irascible Shkreli-ite and Jeremy with the more chill usually-reasonable follow ups"
X Link 2025-09-05T00:10Z [----] followers, [---] engagements
"$IVVD surging out of nowhere mid-day here. Been wondering where this one is going to settle out after all the recent vaccine headlines and a very clear runway for $IVVD's antibodies to take over"
X Link 2025-09-05T15:54Z [----] followers, [---] engagements
"Just stumbling back onto this one myself. Data from the SAD trial in October and a tiny tiny market cap. Indeed its perplexing considering what appears to be solid data across multiple trials/indications. Liver enzyme elevations the obvious red flag still working through the whole story but I think that is probably part of why they decided to prioritize SAD over PTSD as initial indication because it is as-needed dosing instead of chronic twice a day (900 mg BID is what showed the significant liver elevations)"
X Link 2025-09-06T04:16Z [----] followers, [--] engagements
"Without taking any actually stance on vaccines. It feels like RFK Jr.'s crusade against vaccines (perceived or actual) is not being executed tactfully and is quite unpopular nationally. Feels like Trump may want to unload this baggage before mid-terms. https://www.youtube.com/watchv=dgpSNtwaGDY https://www.youtube.com/watchv=dgpSNtwaGDY"
X Link 2025-09-06T21:34Z [----] followers, [--] engagements
"Without taking any stance on vaccines. It feels like RFK Jr.'s crusade against vaccines (perceived or actual) is not being executed tactfully and is quite unpopular nationally. Feels like Trump may want to unload this baggage before mid-terms. https://www.youtube.com/watchv=dgpSNtwaGDY https://www.youtube.com/watchv=dgpSNtwaGDY"
X Link 2025-09-06T21:36Z [----] followers, [----] engagements
"$IVVD Twitter page reposting a lot of Long Covid content. Only mentioned it in my $IVVD piece but mAbs are potentially huge for Long Covid. Only treatment I have seen with curative anecdotes online. Most will dismiss Long Covid but it is real. https://investors.invivyd.com/news-releases/news-release-details/spear-study-group-present-its-recommended-long-covid-antibody https://investors.invivyd.com/news-releases/news-release-details/spear-study-group-present-its-recommended-long-covid-antibody"
X Link 2025-09-07T16:32Z [----] followers, [----] engagements
"Built a little flier position on tiny $NEUP over the last couple days. Weird/striking similarities with $VTGN (which I know some on here are playing and I am considering myself): Phase [--] trial in Social Anxiety Disorder (SAD) Using the public speaking test as primary endpoint Previously failed a Phase [--] in SAD but has an overall encouraging data package Upcoming readout (October for $NEUP Q4 for $VTGN) Lead asset BNC210 definitely has a few more warts than fasendiol (namely some liver enzyme concerns which are less relevant in as-needed sad dosing) but given the totality of data especially in"
X Link 2025-09-08T20:21Z [----] followers, [----] engagements
"@TarzannVI From my incomplete review of their data its seems decently likely maybe like a 60% chance. SAD is a weird/hard indication. I dont think its chances of hitting are that much lowers than $VTGNs"
X Link 2025-09-09T13:12Z [----] followers, [---] engagements
"Nice to see some action from $NEUP as it follows through today. Just surged +14% after being up small all day. Interesting little company warts and all. https://x.com/Anders_Research/status/1965148471045796221 Built a little flier position on tiny $NEUP over the last couple days. Weird/striking similarities with $VTGN (which I know some on here are playing and I am considering myself): Phase [--] trial in Social Anxiety Disorder (SAD) Using the public speaking test as primary https://x.com/Anders_Research/status/1965148471045796221 Built a little flier position on tiny $NEUP over the last couple"
X Link 2025-09-09T18:29Z [----] followers, [----] engagements
"@AaronRosenblum5 @InTheTrenches2 Still trying to handicap the data. Honestly the results in SAD look similar to $VTGN. Its a hard indication to begin with"
X Link 2025-09-09T18:33Z [----] followers, [---] engagements
"$IVVD just grinding higher each day. Should just be continued buying pressure as the path to becoming a more effective safer alternative to COVID vaccines gets executed. Not to mention Long Covid measles RSV. https://x.com/Anders_Research/status/1961085468121997558 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. https://t.co/h4LR6t4OMW"
X Link 2025-09-10T15:12Z [----] followers, [----] engagements
"@speculatore You like my $GUTS writeup"
X Link 2025-09-10T15:40Z [----] followers, [---] engagements
"With so many readouts over the next 3-6 months and with pretty interesting data high potency super long half-lives a viable oral strategy etc. Is anyone playing $MTSR Already somewhat priced for good results ($3.8 billion) already more than $VKTX but for good reason"
X Link 2025-09-10T16:03Z [----] followers, [----] engagements
"Yes he had good input and indeed the data in SAD dont look great. On top of that managment/IR doesnt seem like they are going to be responsive to my inquiry and I dont really see them address the baseline difference that Jesse brought up anywhere. Probably will be selling out of this position. Mostly just thought it could get a run up before SAD data readout"
X Link 2025-09-11T03:30Z [----] followers, [---] engagements
"@Vulpescap Gossamer not exactly a catalyst dessert if they have big data coming in early [----] right (not super familiar with the story)"
X Link 2025-09-12T16:58Z [----] followers, [---] engagements
"You would've had to get extremely lucky with timing to buy at $0.50. It spent a total of a couple weeks at that level between [----] and mid-2025. My counterpoint is you could've bought at $0.80 or $1.00 in April or May/June of this year effectively the same average price you'd be buying at throughout [----] and [----] during desert days"
X Link 2025-09-12T19:25Z [----] followers, [---] engagements
"Crazy trading from $IVVD today. Down 12% at one point late morning. Now up 11% on the day. https://x.com/Anders_Research/status/1965795536889631077 $IVVD just grinding higher each day. Should just be continued buying pressure as the path to becoming a more effective safer alternative to COVID vaccines gets executed. Not to mention Long Covid measles RSV. https://t.co/BZ1UbMb6Ik https://t.co/FrveyXz30F https://x.com/Anders_Research/status/1965795536889631077 $IVVD just grinding higher each day. Should just be continued buying pressure as the path to becoming a more effective safer alternative"
X Link 2025-09-12T19:36Z [----] followers, [----] engagements
"$GUTS trading over 1mm shares today for first time in a few weeks. Still can't figure out if the measly volume means no one cares about the imminent readout or just that no one is paying attention. And even if results are positive will they care. https://x.com/Anders_Research/status/1963953766786371727 $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. https://t.co/g9x4weIIAU"
X Link 2025-09-12T19:48Z [----] followers, [----] engagements
"Reddit anecdote from a patient in $GUTS's REMAIN-1 trial. They believe they received the treatment and not placebo and experienced little food noise in the immediate days following. Unfortunately is an infrequent Reddit poster and has not posted anything since"
X Link 2025-09-15T19:50Z [----] followers, [----] engagements
"Bit more than a "march" up today. $VTYX +23% $VTGN +12% https://x.com/Anders_Research/status/1969026314469314686 Feels like both $VTYX and $VTGN will probably march up into their 4Q24 readouts from here. Both quite interesting indications and both stocks have come down over the past month. https://x.com/Anders_Research/status/1969026314469314686 Feels like both $VTYX and $VTGN will probably march up into their 4Q24 readouts from here. Both quite interesting indications and both stocks have come down over the past month"
X Link 2025-09-22T21:28Z [----] followers, [----] engagements
"$GUTS I never really like it when a company waits until towards the end of their guided readout period to report results. Maybe jaded by a couple of recent ones. Still believe $GUTS has a good chance to deliver meaningful weight maintenance post-GLP-1"
X Link 2025-09-25T17:46Z [----] followers, [----] engagements
"$GUTS still sub-$200 million market cap here (and sub-$100 million EV). I am purchasing more"
X Link 2025-09-26T13:37Z [----] followers, [----] engagements
"My current favorite oncology play $DRTS has traded up [--] of the last [--] trading days. As I've been trying to patiently build a position. Try to take decisive action when entering a position get slapped with lower prices after you take a big stab. Try to build patiently and watch it just run"
X Link 2025-09-30T20:14Z [----] followers, [---] engagements
"$ACOG $35 million deal at $6.25 per share. Any coincidence that the stock has steadily drifted from $9+ to $6.50 over the past month. Raise is fine biotech funding landscape has improved and removes any overhead though mgmt had been projecting no need for a raise"
X Link 2025-10-01T04:49Z [----] followers, [----] engagements
"$ACOG touting the raise being led by a "premier healthcare-dedicated investor". Hopefully we will be able to see who that is relatively soon. Stock reacting well. https://x.com/Anders_Research/status/1973248770507939973 $ACOG $35 million deal at $6.25 per share. Any coincidence that the stock has steadily drifted from $9+ to $6.50 over the past month. Raise is fine biotech funding landscape has improved and removes any overhead though mgmt had been projecting no need for a raise. https://t.co/L00TVUm5YU https://x.com/Anders_Research/status/1973248770507939973 $ACOG $35 million deal at $6.25"
X Link 2025-10-01T16:22Z [----] followers, [---] engagements
"Had already trimmed some before the move today. $NEUP But interesting first three trading days of October. No idea how data will turn out. Seems like it could work but who knows. Liver tox concerns and it will still need a raise before its next trial. Nice to see some action from $NEUP as it follows through today. Just surged +14% after being up small all day. Interesting little company warts and all. https://t.co/CXJDiLOKWZ https://t.co/gSvhNhsQYW Nice to see some action from $NEUP as it follows through today. Just surged +14% after being up small all day. Interesting little company warts"
X Link 2025-10-03T23:13Z [----] followers, [----] engagements
"@A_May_MD $COYA (and $NKTR)"
X Link 2025-10-06T14:02Z [----] followers, [---] engagements
"@richtrades100 Does feel like that indeed. Partnership/acquisition very likely in the cards for $DRTS in the next 12-24 months as well. Same story just a better technology/efficacy and a couple years behind"
X Link 2025-10-09T19:11Z [----] followers, [---] engagements
"@DesertDweller93 Surprised short interest kept climbing at September [--] What is even the short thesis"
X Link 2025-10-09T23:45Z [----] followers, [---] engagements
"@DesertDweller93 Nice synopsis. Have to understans both sides and you clearly do. Its true this thing would potentially have a long way to go if it doesnt receive CNPV (or get acquired)"
X Link 2025-10-09T23:56Z [----] followers, [---] engagements
"@Leonbdecker Twitter Reddit"
X Link 2025-10-13T18:05Z [----] followers, [--] engagements
"$COYA getting a decent pop. Someone reporting that David Einhorn (Greenlight Capital) dedicated three paragraphs of his quarterly letter to $COYA and has increased Greenlight's position to become the largest shareholder. https://x.com/markflowchatter/status/1978110447032103360 Hearing on $COYA Greenlight has established a new undisclosed position and is the largest shareholder in Coya Therapeutics (COYA). Writes [--] paragraphs about it in its quarterly investor letter believing it has an excellent chance to receive fast track FDA approval. A"
X Link 2025-10-14T15:17Z [----] followers, [----] engagements
"2017 paper referring to NNC0090-2746 (assume to be VK2735) as a "fatty-acylated dual agonist". Can't find any other resources (10-K publications posters) that discuss its molecular properties. Major implications for specificity oral dosing etc. https://pubmed.ncbi.nlm.nih.gov/28768173/ https://pubmed.ncbi.nlm.nih.gov/28768173/"
X Link 2023-05-15T16:58Z [----] followers, [--] engagements
"Any info/resource/link re VK2735 properties is appreciated. @Pharmdca @semodough @eomes_biotech @Ferg_JRF and others have done great work on $VKTX $MDGL and the metabolic space in general but haven't seen much on the molecule itself. Info provided by $VTKX is limited"
X Link 2023-05-15T16:58Z [----] followers, [---] engagements
"$APGE Apogee Therapeutics aiming to raise $250mm in IPO to become a 4x extended half-life Dupixent. Based on tissue/NHP data lead asset APG777 looks equivalent to Dupixent (and lebrikizumab) on efficacy but with significantly increased half life. Other notes: #IPO #biotech"
X Link 2023-07-12T21:15Z [----] followers, [----] engagements
"After some DD agree with @BIOTECHSCANNER about the opportunity in $AQST. Is advancing a sublingual version of EpiPen which you can literally carry in the back of you iPhone case. Phase [--] data in the next couple weeks (largely de-risked). At $357mm of mkt cap looks like it should continue to close the large gap with ARS Pharmaceuticals $SPRY at $830mm (doing a nasal version of EpiPen; still bulky). Unlike $SPRY $AQST has a pipeline including sublingual diazepam with upcoming approval decision in children 12+ and potential transdermal technology in early-stage trials. Has nearly doubled in the"
X Link 2024-03-11T13:27Z [----] followers, [----] engagements
"$ANVS: Closeprobably the closest I have seen in Parkinsonsbut not a clean win. There are dome positives about the data but difficult to know how the market will react. They had to cut down the data to patients with longer-standing more severe Parkinsons to show stat sig on UPDRs Part II III and Total. MMSE hit stat sign for the full study population. Data Also seems to corroborate what I have said all along that the doses selected for this study were well below optimal"
X Link 2024-07-02T12:59Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing