# ![@Andre_AGTC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1477330488960368642.png) @Andre_AGTC Andre-ACGT

Andre-ACGT posts on X about $prax, $mlys, $bbio, $cmps the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1477330488960368642/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477330488960368642/c:line/m:interactions.svg)

- [--] Week [-------] +284%
- [--] Month [-------] -49%
- [--] Months [---------] +48%
- [--] Year [---------] +3.30%

### Mentions: [--] [#](/creator/twitter::1477330488960368642/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477330488960368642/c:line/m:posts_active.svg)

- [--] Week [---] +16%
- [--] Month [---] -20%
- [--] Months [-----] +67%
- [--] Year [-----] +28%

### Followers: [-----] [#](/creator/twitter::1477330488960368642/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477330488960368642/c:line/m:followers.svg)

- [--] Week [-----] +0.51%
- [--] Month [-----] +1.30%
- [--] Months [-----] +11%
- [--] Year [-----] +25%

### CreatorRank: [-------] [#](/creator/twitter::1477330488960368642/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477330488960368642/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74.17% [finance](/list/finance)  23.33% [countries](/list/countries)  4.17% [currencies](/list/currencies)  3.33% [cryptocurrencies](/list/cryptocurrencies)  1.67% [exchanges](/list/exchanges)  1.67% [social networks](/list/social-networks)  0.83% [technology brands](/list/technology-brands)  0.83% [financial services](/list/financial-services)  0.83%

**Social topic influence**
[$prax](/topic/$prax) #1, [$mlys](/topic/$mlys) #2, [$bbio](/topic/$bbio) #3, [$cmps](/topic/$cmps) #2, [$xene](/topic/$xene) #2, [$rvmd](/topic/$rvmd) #2, [$nktr](/topic/$nktr) #13, [$abvx](/topic/$abvx) #5, [$vrdn](/topic/$vrdn) #2, [$alms](/topic/$alms) #1

**Top accounts mentioned or mentioned by**
[@kingachillese](/creator/undefined) [@pharmatrader1](/creator/undefined) [@pawcio2009](/creator/undefined) [@zipjet](/creator/undefined) [@c2412345](/creator/undefined) [@financiern](/creator/undefined) [@yaireinhorn](/creator/undefined) [@biomaven](/creator/undefined) [@jfais20](/creator/undefined) [@kara2simmons](/creator/undefined) [@juansar14616081](/creator/undefined) [@blairwhitty](/creator/undefined) [@psychedvantage](/creator/undefined) [@biopharmiq](/creator/undefined) [@12w](/creator/undefined) [@monacobiotech](/creator/undefined) [@bearsbounce](/creator/undefined) [@mondagao](/creator/undefined) [@drrichjlaw](/creator/undefined) [@develiforever](/creator/undefined)

**Top assets mentioned**
[Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Abivax SA (ABVX)](/topic/$abvx) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [Alumis Inc. (ALMS)](/topic/$alms) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Nuvalent, Inc. (NUVL)](/topic/$nuvl) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Amgen, Inc. (AMGN)](/topic/$amgn) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [AstraZeneca PLC (AZN)](/topic/$azn) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Immunocore Holdings Limited (IMCR)](/topic/$imcr) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [uniQure N.V. (QURE)](/topic/$qure) [Johnson & Johnson (JNJ)](/topic/$jnj) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [AbbVie Inc (ABBV)](/topic/$abbv) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [GH Research PLC (GHRS)](/topic/$ghrs) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Catalyst Pharmaceutical  Inc. (CPRX)](/topic/$cprx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CMPS MC 570M 6.5M diagnosed TRD pts / 3M in US TAM $6.7B+ by [----] $CMPS (COMP360) ph3 TRD data in Q1'26 NDA in H2'26 Single-dose durability vs. Spravato repeat dosing $JNJ Spravato 2019: FDA approval for TRD 2025: $1.7B revenue (blockbuster) 60% growth in q4 vs [----] @KingachillesE $CMPS will combine 9w data (Part A) and 26w data (Part B). Practically two readouts at once so it might take a bit longer But on the other side $XENE had a history running slower than expected so who knows Added to $CMPS at [----] today at close. Hope is not too early @KingachillesE $CMPS will combine 9w data (Part"  
[X Link](https://x.com/Andre_AGTC/status/2022318670702153887)  2026-02-13T14:35Z [----] followers, [----] engagements


"Accumulated some $LRMR Jan 7.5c @ [----] avg No shares just calls OLE Data in q4 FA was very successful for me so far - $RETA was aquired w nice 3x profit LRMR has protein replacement MOA Good biomarker response - increase in FXN level Good dose response"  
[X Link](https://x.com/Andre_AGTC/status/1849582100636176713)  2024-10-24T22:41Z [----] followers, 15K engagements


"$AZN with baxdrostat data (from $1.8B $CINC BO) Doesn't compare well to $MLYS lorundrostat w identical safety AZN 15.7mmHg SBP reduction @12w 9.8mmHg placebo-adj Hyperkalemia 6mmol/L 1.1% MLYS (1B MC) 19mmHg reduction of SBP [----] mmHg placebo-adj Hyperkalemia 6mmol/L 0.6% $AZN - another 2-3 Billion conservative opportunity for $AZN https://t.co/Ssu3BiWMkp $AZN - another 2-3 Billion conservative opportunity for $AZN https://t.co/Ssu3BiWMkp"  
[X Link](https://x.com/Andre_AGTC/status/1961877884856828195)  2025-08-30T19:45Z [----] followers, [----] engagements


"$MLYS and $NKTR keep running strong after competitors data. Both with BO potential $MLYS +153% since $AZN data $NKTR +70% since $SNY data MLYS is preparing NDA NKTR still has to run ph3 Both are going after $4B++ market opportunities Happy to have both in my port $MLYS and $NKTR profit from competitors underperformace $MLYS +120% since $AZN data $NKTR +25% since $SNY data MLYS completed Ph3 and is preparing NDA NKTR still has to run ph3 Both are going after $4B++ market opportunities I like both but for me MLYS is a bit more safer bet $MLYS and $NKTR profit from competitors underperformace"  
[X Link](https://x.com/Andre_AGTC/status/1965511613513187557)  2025-09-09T20:24Z [----] followers, 14.2K engagements


"$GLUE MC 910M NEK7 degrader target NLRP3/IL-1/IL-6 pathway Application in multiple cardiovascular and cardiometabolic diseases incl. pericarditis and atherosclerosis Cash 396M loss 27M IMO buy and forget company Note that $GLUE has a NEK7 degrader. It regulates NLRP3 - IL-1 and IL-6 $VTYX data validates GLUE target so it should trade well in sympathy Note that $GLUE has a NEK7 degrader. It regulates NLRP3 - IL-1 and IL-6 $VTYX data validates GLUE target so it should trade well in sympathy"  
[X Link](https://x.com/Andre_AGTC/status/1988036266261365037)  2025-11-11T00:09Z [----] followers, [----] engagements


"@jfais20 You have approved drug in mUM - Kimmtrak - $IMCR. Projected 400M in [----] with annual growth 25-30% Not easy to compete w bispecific TCR"  
[X Link](https://x.com/Andre_AGTC/status/1997123471050997956)  2025-12-06T01:58Z [----] followers, [---] engagements


"@monaco_biotech @bearsbounce $BLTE Good find Monaco I am with you here at [---]. Who would think oral Ophthalmology drug would work Agree Darvin global is a gem - supper highly concentrated And the hit [--] BOs - $VRNA $MRUS I guess $ABVX will soon join them"  
[X Link](https://x.com/Andre_AGTC/status/1999474151422333091)  2025-12-12T13:39Z [----] followers, 11.1K engagements


"$MLYS Launch-HTN trial of lorundrostat for uncontrolled or treatment-resistant hypertension was featured in JAMAs inaugural Research of the Year One of the most impactful studies published between Oct'24 and Sep'25"  
[X Link](https://x.com/Andre_AGTC/status/1999549285537312939)  2025-12-12T18:37Z [----] followers, [----] engagements


"@mondagao $MLYS is submitting NDA soon Efficacy is comparable lorundrostat had a edge in Hyperkalemia only 0.6% of all tests with k6 (Launch trail). Should help in the CDK trail Bax had 2.5% if I remember correctly Market is big enough for both"  
[X Link](https://x.com/Andre_AGTC/status/2000752735675715957)  2025-12-16T02:19Z [----] followers, [---] engagements


"@KingachillesE Thanks $MLYS tip to buy at 13-14 was also not bad one as well"  
[X Link](https://x.com/Andre_AGTC/status/2002002375196778572)  2025-12-19T13:05Z [----] followers, [---] engagements


"$MLYS BofA is buy and $46 PT AZN w PDUFA in 2Q26 slightlyahead of MLYS ( early2027). But lorundrostat has numerically superior BP reduction with better hyperkalemia rates. Loru will potentially become ASI of choice in L4 and even L3 BofA $MLYS's PT to $46 from $43/reiterated at Buy $AZN $ALNY - RHHBY NVS StifelPT to $52 from $45 reit'd at Buy and said NDA preparations are underway for MLYS' lead asset lorundrostat following two strong pivotal trials in u/rHTN. MLYS has strategically designed a BofA $MLYS's PT to $46 from $43/reiterated at Buy $AZN $ALNY - RHHBY NVS StifelPT to $52 from $45"  
[X Link](https://x.com/Andre_AGTC/status/2002059089833271531)  2025-12-19T16:50Z [----] followers, [----] engagements


"$VRDN MC 3.1B BLA in TED accepted PDUFA June [--] [----] Veligrotug has both Priority Review and BTD Recently $ARGX failed ph3 in TED $IMVT data in TED are canceled So VRDN is going to enjoy a large market alone TAM in [----] is projected at 4-5B $VRDN Back in today at [-----]. Two positive news [--]. 70% of patients treated with veligrotug who were responders at w.15 maintained their response at w.52 [--]. BTD in TED - should speed the approval BLA in H2'25. Approval and launch in [----] MC 1.1B Cash 637M LossQ1 87M $VRDN Back in today at [-----]. Two positive news [--]. 70% of patients treated with veligrotug"  
[X Link](https://x.com/Andre_AGTC/status/2003237593019002913)  2025-12-22T22:53Z [----] followers, [----] engagements


"$VRDN Truis w [--] PT Good setup for [----] June [--] PDUFA and immediate launch $ARGX and $IMVT dropped from the race $AMGN has some safety issues with IBD and blood sugar Truist reiterated $VRDN Buy-$41 and said: 'Veli's Priority Review & June [--] PDUFA Set Confirming Clean Catalyst-Rich [----] Set-Up' $AMGN $IMVT NVS ARGX Truist added: This morning's BLA acceptance and priority review for Veli' comes in as expected though reinforcing of the Truist reiterated $VRDN Buy-$41 and said: 'Veli's Priority Review & June [--] PDUFA Set Confirming Clean Catalyst-Rich [----] Set-Up' $AMGN $IMVT NVS ARGX Truist"  
[X Link](https://x.com/Andre_AGTC/status/2003485108867842124)  2025-12-23T15:17Z [----] followers, [----] engagements


"@drrichjlaw It's not bad at all - transient low percent. But MS is chronic treatment so SNY may need a better scheduling and monitoring. Plus - aquire $NRIX for their BTK brain penetrating degrader"  
[X Link](https://x.com/Andre_AGTC/status/2004568061186314308)  2025-12-26T15:00Z [----] followers, [---] engagements


"@jfais20 @develiforever I don't think Revuforj ($SNDX) will accelerate any further past mid [----]. $KURA has superior drug wrt safety The same for $NUVL vs $NUVB Better drug always wins. ALWAYS I learned that hard way"  
[X Link](https://x.com/Andre_AGTC/status/2006378099265482887)  2025-12-31T14:53Z [----] followers, [----] engagements


"Top funds #5 Baker Bros My favorites $MDGL (#3) $RVMD (#10) $KYMR (#6) $ACAD (#5)"  
[X Link](https://x.com/Andre_AGTC/status/2006495980519035245)  2025-12-31T22:41Z [----] followers, [----] engagements


"Catalysts in Q1 I am interested $CRNX Ph2 CAH $MLYS Ph2 Sleep Apnea $NKTR Ph2b AD $CYBN Ph2 GAD"  
[X Link](https://x.com/Andre_AGTC/status/2007493858616352938)  2026-01-03T16:46Z [----] followers, [----] engagements


"@PersimmonTI $MLYS I consider it already gone OSA data could add to the value. So whoever wants to aquire them may have to speed up the process"  
[X Link](https://x.com/Andre_AGTC/status/2007633188517228667)  2026-01-04T02:00Z [----] followers, [----] engagements


"BTIG Top Picks $PRAX 840PT $NKTR 118PT $AVTX 40PT $AVTX BTIG expect interest to grow ahead of and likely through Phase 2b LOTUS data expected in 2Q26 (AVTX-009 in hidradenitis suppurativa; HS). AVTX is the only publicly traded HS pure-play with data in 1H26 that we are aware of. $AVTX BTIG expect interest to grow ahead of and likely through Phase 2b LOTUS data expected in 2Q26 (AVTX-009 in hidradenitis suppurativa; HS). AVTX is the only publicly traded HS pure-play with data in 1H26 that we are aware of"  
[X Link](https://x.com/Andre_AGTC/status/2007900002161734020)  2026-01-04T19:40Z [----] followers, [----] engagements


"@dedwng N is small but looks much better and more durable than $NBIX crenessity"  
[X Link](https://x.com/Andre_AGTC/status/2008246906431160748)  2026-01-05T18:39Z [----] followers, [---] engagements


"$VTYX sold most of the shares Added to $ALMS and $PRAX. Plus a bit $MLYS $VTYX Aquisition is confirmed at $14/ share cash. 1.2B BO price It was a great ride from below [--] to [--] Keeping the tradition to start the year with a BO in CNS Last year $ITCI previous $KRTX VTYX is not exactly CNS But have NLRP3 brain penetrant for Parkinson's. $VTYX Aquisition is confirmed at $14/ share cash. 1.2B BO price It was a great ride from below [--] to [--] Keeping the tradition to start the year with a BO in CNS Last year $ITCI previous $KRTX VTYX is not exactly CNS But have NLRP3 brain penetrant for Parkinson's"  
[X Link](https://x.com/Andre_AGTC/status/2009392059996930050)  2026-01-08T22:29Z [----] followers, [----] engagements


"First interesting catalists is $AVTX Based on moa [---] should work well. Luti ($ABBV) is also IL-1 and had good ph2 data 21-28% delta vs pbo AVTX may work even better bc is more selective (IL-1B) I expect to be positive readout. Will move the profits (if any) to $ZURA - data h2 HS catalysts [----] Q2 $AVTX (IL-1B) Ph2 Q2 $MLTX (IL-17A/F) TEEN Q2 $ABBV (JAKi) Ph3 Q2 $ABBV (IL-1 +IL-23) Ph2 in IBD but relevant moa H2 $ABBV (IL-1) Ph3 completion H2 $ZURA (IL-17 +BAFF) Ph2 H2 $MLTX (IL-17A/F) NDA Market 10B by [----] $AVTX 310M MC $ZURA 330M $MLTX 1.3B HS catalysts [----] Q2 $AVTX (IL-1B) Ph2 Q2 $MLTX"  
[X Link](https://x.com/Andre_AGTC/status/2010408515077366207)  2026-01-11T17:48Z [----] followers, [----] engagements


"$MLYS [--] large blocks since 2pm today Total 1M shares We should expect some news in a week or so $MLYS couple odd dark pool blocks in last hour $MLYS couple odd dark pool blocks in last hour"  
[X Link](https://x.com/Andre_AGTC/status/2011179400516288596)  2026-01-13T20:51Z [----] followers, [----] engagements


"It was a lucky situation Sold $VTYX at 350%+ profit and move to next winners $ALMS and $PRAX Typically after a huge winn you buy junk and loose some of the profits In this case I went after the winners. $VTYX sold most of the shares Added to $ALMS and $PRAX. Plus a bit $MLYS $VTYX sold most of the shares Added to $ALMS and $PRAX. Plus a bit $MLYS"  
[X Link](https://x.com/Andre_AGTC/status/2011464829865771024)  2026-01-14T15:46Z [----] followers, [----] engagements


"$SRRK It's the best choice for $NVO. The other option was $VTYX but $LLY took it already Apitegromab BLA resubmission and U.S. launch following FDA approval anticipated in [----] for SMA The drug is produced in facility owned by NVO Last warning- make a move or you loose again $NVO saved 9B not buying $MTSR They can buy instead $SRRK latent myostatin Validated muscle preservation SMA will add to the revenue in [----] Muscle preservation in obesity is big issue $VTYX for NLRP3 inhibitor - CVD in obesity. Expand GLP1 into older obese pts w cardio issues $NVO saved 9B not buying $MTSR They can buy"  
[X Link](https://x.com/Andre_AGTC/status/2011467605236965867)  2026-01-14T15:57Z [----] followers, [----] engagements


"$PRAX With [--] NDA by mid Feb and potentially [--] approvals in [----] Both with BTD so relatively high POS I still belive is undervalued and keep adding when possible $PRAX Two NDA by mid-Feb'26 -ulixacaltamide in essential tremor -relutrigine in SCN2A/8A-DEEs -both with BTD Multiple registrational data in [----] Combined peak rev 20B Cash 1.5B MC 7.9B IMO is seriously undervalued $PRAX Two NDA by mid-Feb'26 -ulixacaltamide in essential tremor -relutrigine in SCN2A/8A-DEEs -both with BTD Multiple registrational data in [----] Combined peak rev 20B Cash 1.5B MC 7.9B IMO is seriously undervalued"  
[X Link](https://x.com/Andre_AGTC/status/2011517753962938801)  2026-01-14T19:16Z [----] followers, [----] engagements


"BO speculations about $RVMD and $PRAX are heating up $ABVX cooling down"  
[X Link](https://x.com/Andre_AGTC/status/2011866018621047199)  2026-01-15T18:20Z [----] followers, [----] engagements


"$PRAX +100% since the Culper short report I bought a lot bc the pipeline is overlooked & underappreciated To paraphrase one analyst "We can't recall an instance where a biotech got its first two approvals of drugs developed organically and both with blockbuster potential" $PRAX Culper managed to hit the stock to [---] with their short report. Of cource they will keep swinging - even at [---]. What about after [---] $PRAX Culper managed to hit the stock to [---] with their short report. Of cource they will keep swinging - even at [---]. What about after 300"  
[X Link](https://x.com/Andre_AGTC/status/2012236507210260635)  2026-01-16T18:52Z [----] followers, [----] engagements


"Good time to make a list to buy if the market overreact tomorrow My list is short $PRAX $ABVX $XENE $BLTE"  
[X Link](https://x.com/Andre_AGTC/status/2013431021966860769)  2026-01-20T01:58Z [----] followers, [----] engagements


"When you expect a dip to add. The dip: $XENE +4% $ABVX +4% $PRAX +1.5% $BLTE +0.5% Good time to make a list to buy if the market overreact tomorrow My list is short $PRAX $ABVX $XENE $BLTE Good time to make a list to buy if the market overreact tomorrow My list is short $PRAX $ABVX $XENE $BLTE"  
[X Link](https://x.com/Andre_AGTC/status/2013638412645904855)  2026-01-20T15:43Z [----] followers, [----] engagements


"Some stocks can go up a lot and still be undervalued by a lot $ALMS and $PRAX are good examples. It was a lucky situation Sold $VTYX at 350%+ profit and move to next winners $ALMS and $PRAX Typically after a huge winn you buy junk and loose some of the profits In this case I went after the winners. It was a lucky situation Sold $VTYX at 350%+ profit and move to next winners $ALMS and $PRAX Typically after a huge winn you buy junk and loose some of the profits In this case I went after the winners"  
[X Link](https://x.com/Andre_AGTC/status/2013656478679208198)  2026-01-20T16:54Z [----] followers, [----] engagements


"Companies looking into 10B+ revenue $BBIO MC 14.8B $AXSM MC 9.3B $PRAX MC 9.1B Look like a safe bet in these uncertain times $BBIO Management sees a path to $10B+ of revenue and view a $20B valuation as the next step $BBIO Management sees a path to $10B+ of revenue and view a $20B valuation as the next step"  
[X Link](https://x.com/Andre_AGTC/status/2013691422063403312)  2026-01-20T19:13Z [----] followers, [----] engagements


"@WallStSai Today value of Baker Bros $RVMD holding is $1.1B. The same as $INSM A bit higher than $MDGL - 1.07B"  
[X Link](https://x.com/Andre_AGTC/status/2013751259115741255)  2026-01-20T23:11Z [----] followers, [----] engagements


"$ABVX No surprise that no one French biotech company trading on NASDAQ has been ever aquired (am I missing some aquisition). Dealing in France is a mess It's on hold in my account. Better options to add when possible $PRAX $AXSM $XENE $HELP $ABVX Noise Yes. But read Reuters closely: https://t.co/Gu01nUm2wb $LLY $AZN https://t.co/BvHuNbLn8h $ABVX Noise Yes. But read Reuters closely: https://t.co/Gu01nUm2wb $LLY $AZN https://t.co/BvHuNbLn8h"  
[X Link](https://x.com/Andre_AGTC/status/2013805731313553435)  2026-01-21T02:47Z [----] followers, [----] engagements


"$DFTX MC 1.7B $CMPS MC 660M $HELP MC 370M Guess which one of the above has Breakthrough Designation (BTD) and strongest IP protection based on Composition of matter (CoM) patents"  
[X Link](https://x.com/Andre_AGTC/status/2014052482175926615)  2026-01-21T19:08Z [----] followers, [----] engagements


"$ALMS catalysts [----] Key is NDA in H2 but data in SLE is very important $ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in multiple sclerosis 3Q26. Envu: Topline phase II data in systemic lupus erythematosus 2H26: Envu: Topline data from ONWARD3 in $ALMS catalyst 1Q26. Envu: Additional phase III data for psoriasis presented at a medical conference 1H26. A-005: Initiate phase II study in multiple sclerosis 3Q26. Envu: Topline phase II data in systemic lupus erythematosus 2H26: Envu: Topline data from"  
[X Link](https://x.com/Andre_AGTC/status/2014349423862538287)  2026-01-22T14:48Z [----] followers, [----] engagements


"$MLYS Don't let this stock slip away Two key catalysts in the next 2-3 mo NDA acceptance letter and PDUFA (late Feb early Mar) Ph2 OSA data in H1 MC 2.6B cash 590M Low risk high return possibilities @Andre_AGTC The $MLYS Lorundrostat ph2 Explore-OSA (Obstructive Sleep Apnea and Hypertension) topline data due 1H26 looks interesting. I don't think there is anything priced in for positive data on that one. Positive data there could change the dynamics dramatically. @Andre_AGTC The $MLYS Lorundrostat ph2 Explore-OSA (Obstructive Sleep Apnea and Hypertension) topline data due 1H26 looks"  
[X Link](https://x.com/Andre_AGTC/status/2014406289531564365)  2026-01-22T18:34Z [----] followers, [----] engagements


"$PRAX Piper Sandler - best idea PT [---] 10B market opportunity just in ET Piper Sandler reiterated Best Idea $PRAX at an Overweight rating and $450 PT Piper Sandler said in its note: We hosted PRAX mgmt for an investor dinner ahead of ulixacaltamide's ET and relutrigine's SCN2A/SCN8A DEE NDA submissions by mid-February [----]. Importantly we came away Piper Sandler reiterated Best Idea $PRAX at an Overweight rating and $450 PT Piper Sandler said in its note: We hosted PRAX mgmt for an investor dinner ahead of ulixacaltamide's ET and relutrigine's SCN2A/SCN8A DEE NDA submissions by mid-February"  
[X Link](https://x.com/Andre_AGTC/status/2014695429795954741)  2026-01-23T13:43Z [----] followers, [----] engagements


"$CMPS RBC w [--] PT Relatively new stock for me supplement to my $HELP position Currently holding May 5c but may build a position with more calls or direct shares at any weakness $CMPS RBC Capital analyst Leonid Timashev raised the firm's price target on Compass Pathways to $21 from $16 and keeps an Outperform rating on the shares. Following the firm's Psychedelics Symposium the firm is introducing a few changes to its CMPS model to better reflect the $CMPS RBC Capital analyst Leonid Timashev raised the firm's price target on Compass Pathways to $21 from $16 and keeps an Outperform rating on"  
[X Link](https://x.com/Andre_AGTC/status/2014793733594550670)  2026-01-23T20:13Z [----] followers, [----] engagements


"@danobrien__ Not sure about that. Both have the same class of drug. $DFTX may profit more to compliment their LSD platform"  
[X Link](https://x.com/Andre_AGTC/status/2014799398702621089)  2026-01-23T20:36Z [----] followers, [---] engagements


"$PRAX the sequence of the events Ph3 data - pre- NDA meeting BTD tells that the FDA is prepared to approve ulixacaltamide in ET $PRAX ulixacaltamide received Breakthrough Therapy Designation in December [----] following completion of its Ph3 ET program and positive pre-NDA meeting. Importantly PRAX emphasized the distinction of receiving BTD as a late-stage asset vs early-stage where the FDA determined $PRAX ulixacaltamide received Breakthrough Therapy Designation in December [----] following completion of its Ph3 ET program and positive pre-NDA meeting. Importantly PRAX emphasized the"  
[X Link](https://x.com/Andre_AGTC/status/2015205920855195821)  2026-01-24T23:31Z [----] followers, [----] engagements


"$RVMD WSJ is playing matchmaker deal on / deal off I had 10-11 aquisitions from my port and no one was pre announced. All negotiations were private And now we have $RVMD and $ABVX and all is public Let's see how both trade tommorow. Plus $ERAS running high on $RVMD BO"  
[X Link](https://x.com/Andre_AGTC/status/2015581240900927833)  2026-01-26T00:23Z [----] followers, [----] engagements


"$PRAX Piper with [----] PT. Best idea Based on estimated 20B revenue BTW it is my best idea as well Keep saying since [---] - you can have enough PRAX Piper SandlerBest Idea $PRAX's PT to $1200 from $450 reiterated at Overweight and said Where Does PRAX Go From Here After Strong [----] Up and Up PRAX has traded up330% in the past [--] months (vs +40% $XBI) where this stock movement was predominantly driven by Piper SandlerBest Idea $PRAX's PT to $1200 from $450 reiterated at Overweight and said Where Does PRAX Go From Here After Strong [----] Up and Up PRAX has traded up330% in the past [--] months (vs"  
[X Link](https://x.com/Andre_AGTC/status/2016519599072641235)  2026-01-28T14:31Z [----] followers, [----] engagements


"Add today - only stocks with A $ALMS at [-----] $ACHV [----] $ABEO [----] $APLS [-----] $ABVX [---] still open"  
[X Link](https://x.com/Andre_AGTC/status/2016599576833085454)  2026-01-28T19:49Z [----] followers, [----] engagements


"$ALMS [-----] ATH All dips are bought out MC 3.6B is way below my target 5B $ALMS pipeline PsO NDA in h2 SLE Ph2 data Q3 Potentially BIC oral small molecule for plaque psoriasis PsO with good safety Note $TAK paid Nimbus 4.8B for a same class ph2 drug with apparently inferior efficacy wrt PASI [---] AMLS MC is 2.7B with a price target $45 https://t.co/lAXtxsxOP3 $ALMS pipeline PsO NDA in h2 SLE Ph2 data Q3 Potentially BIC oral small molecule for plaque psoriasis PsO with good safety Note $TAK paid Nimbus 4.8B for a same class ph2 drug with apparently inferior efficacy wrt PASI [---] AMLS MC is 2.7B"  
[X Link](https://x.com/Andre_AGTC/status/2016606556788265302)  2026-01-28T20:17Z [----] followers, [----] engagements


"$VRDN The entry at $13 aged well so far BLA in TED accepted PDUFA June 30'26 Veligrotug has both Priority Review and BTD Recently $ARGX failed ph3 in TED $IMVT data in TED canceled $AMGN is a competitor SQ data in q1 are important to see if VRDN can dominate in 4B TAM $VRDN Back in today at [-----]. Two positive news [--]. 70% of patients treated with veligrotug who were responders at w.15 maintained their response at w.52 [--]. BTD in TED - should speed the approval BLA in H2'25. Approval and launch in [----] MC 1.1B Cash 637M LossQ1 87M $VRDN Back in today at [-----]. Two positive news [--]. 70% of"  
[X Link](https://x.com/Andre_AGTC/status/2016891836204220653)  2026-01-29T15:11Z [----] followers, [----] engagements


"Add to stocks with near term catalysts $ABEO Q4 ER mid Feb. Expect a nice surprise & bullish outlook $VRDN TED SQ ph3 data. If positive expect a nice bump up bc SQ will capture the full market vs $AMGN $CMPS ph3 TRD 26w data init a rolling NDA"  
[X Link](https://x.com/Andre_AGTC/status/2017360702449529044)  2026-01-30T22:14Z [----] followers, 11.2K engagements


"$MLTX Fast track designation for PPP. It will speed up their ph3"  
[X Link](https://x.com/Andre_AGTC/status/2018332876517818533)  2026-02-02T14:37Z [----] followers, [----] engagements


"$ALMS Back to [--]. All dips. $ALMS [-----] ATH All dips are bought out MC 3.6B is way below my target 5B $ALMS [-----] ATH All dips are bought out MC 3.6B is way below my target 5B"  
[X Link](https://x.com/Andre_AGTC/status/2018434831160406392)  2026-02-02T21:22Z [----] followers, [----] engagements


"$SRRK The tweet looks even better now when SRRK is at [--] from [--] Inspection of the facility in early [----] i.e. any time now. Followed by NDA resubmission and class [--] approval - 6mo SMA market is 2B+ plus a pipeline in FSHD and other neuromuscular diseases Cash 340M MC 5B $SRRK this is aging well - from [--] to [--] in a week If the CMC inspection is OK and SRRK can re-file in Jan it will become the classic example of LRDV investment (low-risk at depressed valuation) $SRRK this is aging well - from [--] to [--] in a week If the CMC inspection is OK and SRRK can re-file in Jan it will become the"  
[X Link](https://x.com/Andre_AGTC/status/2018712412757557731)  2026-02-03T15:45Z [----] followers, [----] engagements


"Good return on my last [----] trades (some of them) $BLTE +20% $PRAX +10% $CORT +20% Last trades for the year Add: $ABVX $PRAX $BLTE (no suitable options in anyone) $CORT (Jan'27 20c & 25c) $ZURA (Mar'26 2.5c) $BHVN (Jan'27 7.5c) Last trades for the year Add: $ABVX $PRAX $BLTE (no suitable options in anyone) $CORT (Jan'27 20c & 25c) $ZURA (Mar'26 2.5c) $BHVN (Jan'27 7.5c)"  
[X Link](https://x.com/Andre_AGTC/status/2018719047756497225)  2026-02-03T16:11Z [----] followers, [----] engagements


"I love days when some of my top positions are hitting ATH $PRAX $BBIO $BLTE"  
[X Link](https://x.com/Andre_AGTC/status/2018724999704834525)  2026-02-03T16:35Z [----] followers, [----] engagements


"@pawcio2009 Does $ABVX aquisition includes Greenland"  
[X Link](https://x.com/Andre_AGTC/status/2018789380190802016)  2026-02-03T20:51Z [----] followers, [----] engagements


"@wshao8 Ordered by importance (for me) $XENE $AXSM $RVMD $VRDN $CMPS"  
[X Link](https://x.com/Andre_AGTC/status/2019241209072668799)  2026-02-05T02:46Z [----] followers, [---] engagements


"@kara2simmons Yesterday was a good day to add here and there incl $BBIO"  
[X Link](https://x.com/Andre_AGTC/status/2019846236002779476)  2026-02-06T18:50Z [----] followers, [---] engagements


"$PRAX and $BLTE charts look still strong. A bit concerned about $BBIO Added to all of the above yesterday on the $XBI weakness But set $BBIO sell order at [--] I love days when some of my top positions are hitting ATH $PRAX $BBIO $BLTE I love days when some of my top positions are hitting ATH $PRAX $BBIO $BLTE"  
[X Link](https://x.com/Andre_AGTC/status/2019972369654358247)  2026-02-07T03:11Z [----] followers, [----] engagements


"$IMVT [--] catalysts in [----] The most questionable one is in TED in H1. I have mid size position and am ready to double it if / when TED fails. I like more their chances in RA (h2) and MG in [----] $IMVT $50.00 PT LIFESCI Quarterly Earnings: Company Remains Focused on Execution Across Multiple Late-Stage Programs; TED Data Expected in H1 [----] with RA and CLE Data in H2 [----] https://t.co/ukUNSlRbsT $IMVT $50.00 PT LIFESCI Quarterly Earnings: Company Remains Focused on Execution Across Multiple Late-Stage Programs; TED Data Expected in H1 [----] with RA and CLE Data in H2 [----] https://t.co/ukUNSlRbsT"  
[X Link](https://x.com/Andre_AGTC/status/2020157951885852698)  2026-02-07T15:29Z [----] followers, [----] engagements


"@zipjet @pharmatrader1 AE are comparable to cd20 Roche said that it is reversible non-covalent BTK " .fenebrutinib binds and then eventually releases the enzyme. These design features may help limit off-target effects" NDA submission in h1 in both PPMS and RMS"  
[X Link](https://x.com/Andre_AGTC/status/2020272306661318967)  2026-02-07T23:03Z [----] followers, [---] engagements


"@juansar14616081 @financiern @zipjet @pharmatrader1 $TGTX Calls are not real position Still not a fan of the MOA but if SQ works the stock will trade [--]. In such scenario my calls will do +100% In the past I had 5c sold at [--] 10c sold at [--] now is time for 20c to sell at [--] (stock price)"  
[X Link](https://x.com/Andre_AGTC/status/2020323628982894634)  2026-02-08T02:27Z [----] followers, [---] engagements


"My watch list near term catalysts $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET + NDA DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $BBIO Ph3 ACH $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA + NDA HTN $MLYS Ph2 OSA $CMPS Ph3 TRD $HELP Ph2 GAD $NKTR 52w AD maintenance $BLTE NDA STGD1 Add to stocks with near term catalysts $ABEO Q4 ER mid Feb. Expect a nice surprise & bullish outlook $VRDN TED SQ ph3 data. If positive expect a nice bump up bc SQ will capture the full market vs $AMGN $CMPS ph3 TRD 26w data init a rolling NDA Add to stocks with near term catalysts $ABEO Q4 ER mid Feb. Expect a nice"  
[X Link](https://x.com/Andre_AGTC/status/2020577107185938900)  2026-02-08T19:14Z [----] followers, [---] engagements


"I expec almost all of the catalysts to be positive. Some results are expected so the stocks may not jump a lot on the news. Market reaction in general is unpredictable but some may have very strong response (+50%) like $CMPS and $HELP"  
[X Link](https://x.com/Andre_AGTC/status/2020590262804676640)  2026-02-08T20:07Z [----] followers, [----] engagements


"$EWTX Piper with [--] PT They are optimistic about EWTX cardio program Data in Q2 so no rush to jump in for now Piper Sandler reiterated Best Idea $EWTX at Overweight-$51 and said Addressing [--] Investor Questions on EWTX's Cardio Franchise $CYTK BMY $CAPR SLDB DYN SRPT PTCT Piper Sandler added EWTX has been one of our best ideas for [----] so we continue to view this as a top-pick into Piper Sandler reiterated Best Idea $EWTX at Overweight-$51 and said Addressing [--] Investor Questions on EWTX's Cardio Franchise $CYTK BMY $CAPR SLDB DYN SRPT PTCT Piper Sandler added EWTX has been one of our best"  
[X Link](https://x.com/Andre_AGTC/status/2020866749856440749)  2026-02-09T14:25Z [----] followers, [----] engagements


"@yaireinhorn @novonordisk Strange why it took so long"  
[X Link](https://x.com/Andre_AGTC/status/2020868302554210505)  2026-02-09T14:32Z [----] followers, [---] engagements


"$ZURA MC 400M Wedbush thinks HS readout in q3/q4 is derisked PT [--] $ZURA As previously reported Wedbush initiated coverage of Zura Bio with an Outperform rating and $15 price target. The firm sees a favorable near- and long-term setup with shares likely to appreciate through [----] as the market anticipates the first readout for an IL-17 $ZURA As previously reported Wedbush initiated coverage of Zura Bio with an Outperform rating and $15 price target. The firm sees a favorable near- and long-term setup with shares likely to appreciate through [----] as the market anticipates the first readout for"  
[X Link](https://x.com/Andre_AGTC/status/2020884254922530918)  2026-02-09T15:35Z [----] followers, [----] engagements


"$ZURA investment thesis Key catalysts is HS data in q4'26 Second catalysts of interest $ZURA - Tibulizumab ph2 It is bispecific IL-17A +BAFF Cosentyx ($NVS) IL-17A works OK: delta 12-16%. Approved But below bime ($UCB) efficacy ZURA solution - add BAFF to IL-17A BAFF ($NVS) alone failed but a combo w IL-17 may help to beat bime 🤞🏻 Second catalysts of interest $ZURA - Tibulizumab ph2 It is bispecific IL-17A +BAFF Cosentyx ($NVS) IL-17A works OK: delta 12-16%. Approved But below bime ($UCB) efficacy ZURA solution - add BAFF to IL-17A BAFF ($NVS) alone failed but a combo w IL-17 may help to"  
[X Link](https://x.com/Andre_AGTC/status/2020902568507871254)  2026-02-09T16:48Z [----] followers, [----] engagements


"$ZURA breaking out The chart still look bullish The field is crowded but if they prove BIC 400m MC is peanuts $ZURA Catalysts are in q4 but the chart look bullish. It looks dips are bought out MC 410M cash until end of [----] Speculative so holding only ITM $2.5 calls (recommended when the stock was below $4) https://t.co/WLoHpYlC3R $ZURA Catalysts are in q4 but the chart look bullish. It looks dips are bought out MC 410M cash until end of [----] Speculative so holding only ITM $2.5 calls (recommended when the stock was below $4) https://t.co/WLoHpYlC3R"  
[X Link](https://x.com/Andre_AGTC/status/2020904963711373566)  2026-02-09T16:57Z [----] followers, [----] engagements


"@Maximus_Holla $ACHV Oprtion market expects earlier approval probably late May or early June Jun [--] OI is 20x Sep [--] There is no reason FDA to delay the approval. There is no valid alternative since $PFE and $GSK withdrew their drugs due to side effects Cash is tight though"  
[X Link](https://x.com/Andre_AGTC/status/2020970634868855229)  2026-02-09T21:18Z [----] followers, [----] engagements


"$XENE Stifel w [--] PT 2B+ opportunity in epilepcy Novel MOA Kv7 channel with clean safety profile Ph3 data in Q1 in focal seizures followed by generalized seizures Stifel $XENE's PT to $66 from $60 and said We are reiterating our Buy rating on XENE and we are raising our target price to $66. $UCBJY $PRAX BHVN RAPP NBIX JAZZ Stifel added Bottom line: we continue to have conviction that XTOLE-2 will be a positive study that derisks a $2B+ Stifel $XENE's PT to $66 from $60 and said We are reiterating our Buy rating on XENE and we are raising our target price to $66. $UCBJY $PRAX BHVN RAPP NBIX"  
[X Link](https://x.com/Andre_AGTC/status/2021000715448009082)  2026-02-09T23:18Z [----] followers, [----] engagements


"@blairwhitty Thanks. Don't know them In general I'm skeptical about peptide immunotherapy"  
[X Link](https://x.com/Andre_AGTC/status/2021011434294202370)  2026-02-10T00:00Z [----] followers, [--] engagements


"@A_May_MD Did they used $NVO Catalent Indiana facility"  
[X Link](https://x.com/Andre_AGTC/status/2021017536108872156)  2026-02-10T00:25Z [----] followers, [----] engagements


"@Biomaven Let's see how scared they get from 0.4% of the cases plus is transitional BTW statins can also increase the liver enzymes in some small number of pts"  
[X Link](https://x.com/Andre_AGTC/status/2021230605002854409)  2026-02-10T14:31Z [----] followers, [---] engagements


"$NKTR Good start for my watch list. +40% stock jump on the news is a bit above my expectation but I happily take it [--] of [--] success rate so far [--] more to go"  
[X Link](https://x.com/Andre_AGTC/status/2021235265948274864)  2026-02-10T14:50Z [----] followers, [---] engagements


"$HELP Finally with new CEO - Michael Cola Former President of Shire Specialty Pharmaceutical Just on time for the two key catalysts in [----]. I expec almost all of the catalysts to be positive. Some results are expected so the stocks may not jump a lot on the news. Market reaction in general is unpredictable but some may have very strong response (+50%) like $CMPS and $HELP I expec almost all of the catalysts to be positive. Some results are expected so the stocks may not jump a lot on the news. Market reaction in general is unpredictable but some may have very strong response (+50%) like"  
[X Link](https://x.com/Andre_AGTC/status/2021237673822658827)  2026-02-10T14:59Z [----] followers, [----] engagements


"$PRAX Guggenheim with modes [---] PT Expect to become SOC oral ones daily with modest 6B peak sales Guggenheim Top Pick $PRAX's PT to $800 from $760 reiterated at Buy and said Essential tremor (ET) is one of the largest and most underpenetrated markets in neurology still dominated by decades old generics that many patients and clinicians abandon due to limited efficacy and Guggenheim Top Pick $PRAX's PT to $800 from $760 reiterated at Buy and said Essential tremor (ET) is one of the largest and most underpenetrated markets in neurology still dominated by decades old generics that many patients"  
[X Link](https://x.com/Andre_AGTC/status/2021240921728090228)  2026-02-10T15:12Z [----] followers, [----] engagements


"$NKTR BTIG with top pick and [---] PT Believe data were blue sky scenario 52w data in q2 may show further improvement Ph3 starts in Q2 AA data may bring additional upside BTIG1H26 Top Pick $NKTR's PT to $151 and reiterated at Buy $CRVS REGN - SNY LLY KYMR $APGE BTIG said in its note: Following today's update we have updated our REZPEG in atopic dermatitis market model to reflect use as a 1L Tx option for advanced-Tx eligible patients BTIG1H26 Top Pick $NKTR's PT to $151 and reiterated at Buy $CRVS REGN - SNY LLY KYMR $APGE BTIG said in its note: Following today's update we have updated our"  
[X Link](https://x.com/Andre_AGTC/status/2021277965783302214)  2026-02-10T17:39Z [----] followers, [----] engagements


"$UUUU GS with 30pt Own and processes Uranium US wants to decouple from Russia and China so this co will be supported by the DOD and DOE $UUUU Goldman Sachs initiated coverage of Energy Fuels with a Buy rating and $30 price target. The company owns and operates the highest-grade uranium deposit in the U.S. as well as the White Mesa Mill which is a key competitive advantage for the company as it is the only $UUUU Goldman Sachs initiated coverage of Energy Fuels with a Buy rating and $30 price target. The company owns and operates the highest-grade uranium deposit in the U.S. as well as the"  
[X Link](https://x.com/Andre_AGTC/status/2021372663936278903)  2026-02-10T23:56Z [----] followers, [----] engagements


"@Biomaven @semodough I bet it will be approved in both PPMS and RRMS with box warning FDA should include in the label mandatory liver enzymes test in the first year of use If the enzymes are stable further monitoring is not needed. After that annual physical test should be enough"  
[X Link](https://x.com/Andre_AGTC/status/2021379017329508543)  2026-02-11T00:21Z [----] followers, [---] engagements


"$HELP -15% since joined NASDAQ It's possible they are using the 100M ATM. At such low wolume avg 800k shares per day it may take 2-3w to fil sell order. So I am nothing a rush to add $HELP (old $CYBN) Nice welcome in NASDAQ -13.8% The only reason I found is that I jinxed it by selecting it as my stock in the @pawcio2009 contest If it keeps going down I will withdraw my consent to participate $HELP (old $CYBN) Nice welcome in NASDAQ -13.8% The only reason I found is that I jinxed it by selecting it as my stock in the @pawcio2009 contest If it keeps going down I will withdraw my consent to"  
[X Link](https://x.com/Andre_AGTC/status/2009060047985479920)  2026-01-08T00:30Z [----] followers, [----] engagements


"@BehaviorFin @ElMonoGran42994 Some news from competion like $GHRS and $CMPS might helped the downtrend as well. Not an expert in the field. @PsychedVantage should know more about the subject"  
[X Link](https://x.com/Andre_AGTC/status/2009259033228714287)  2026-01-08T13:40Z [----] followers, [---] engagements


"Good return since this post - top precommercial bios with ton of cash $RVMD +210% $CRNX +65% $NUVL +60% $IDYA +90% Agree 100%. Precommercial bios has to have groundbreaking technology AND enough cash to execute it. Using the cash for buyback is a red flag. My precomm bios $RVMD 2.3B cash $CRNX 1.4B $NUVL 1.1B $IDYA 670M $JANX 1.0B (NP yet) Agree 100%. Precommercial bios has to have groundbreaking technology AND enough cash to execute it. Using the cash for buyback is a red flag. My precomm bios $RVMD 2.3B cash $CRNX 1.4B $NUVL 1.1B $IDYA 670M $JANX 1.0B (NP yet)"  
[X Link](https://x.com/Andre_AGTC/status/2014372700836294994)  2026-01-22T16:20Z [----] followers, [----] engagements


"$NUVL ROS1 NSCLC; PDUFA Sep 18'26 NDA submission ALK NSCLC H1'26 NDA submission for indication expansion of zidesamtinib in ROS1-NSCLC in L1 population H2'26 MC 7.7B cash 1.4B With [--] blockbusters on the market in [----] it's just a matter of time a bidding war for NUVL to start Good return since this post - top precommercial bios with ton of cash $RVMD +210% $CRNX +65% $NUVL +60% $IDYA +90% Good return since this post - top precommercial bios with ton of cash $RVMD +210% $CRNX +65% $NUVL +60% $IDYA +90%"  
[X Link](https://x.com/Andre_AGTC/status/2016166495005364461)  2026-01-27T15:08Z [----] followers, [----] engagements


"$RHHBY Fenebrutinib - the FIC in multiple sclerosis. Oral brain-penetrant BTK inhibitor for PPMS and relapsing multiple sclerosis (RMS) - good data compared to IV CD20 OCREVUS Good news for $NRIX Not a good one for $TGTX"  
[X Link](https://x.com/Andre_AGTC/status/2020257017924137316)  2026-02-07T22:03Z [----] followers, [----] engagements


"@financiern @zipjet @pharmatrader1 I have a position in $TGTX actually Jan [----] $20 calls so I'm not rooting this to be bad for the company. But it's good to know what is going around. No position in $RHHBY but I think this validates the $NRIX BTK brain penetrating degrader"  
[X Link](https://x.com/Andre_AGTC/status/2020298097193275652)  2026-02-08T00:46Z [----] followers, [---] engagements


"$BBIO Best case scenario according to Mizuho Large global TAM MIZUHO $BBIO HITS BEST CASE SCENARIO https://t.co/qYgLscgIUj MIZUHO $BBIO HITS BEST CASE SCENARIO https://t.co/qYgLscgIUj"  
[X Link](https://x.com/Andre_AGTC/status/2021961481609150886)  2026-02-12T14:55Z [----] followers, [----] engagements


"2026 Aquisition targets from [--] funds surely SMID 5B $MLYS $NAMS (NP) $XENE Mid to large 5B $ABVX $CTYK $MDGL $RVMD My advice FWIW Buy all [--] and relax- no need to check the stock market any [--] minutes All my top positions except one so I'm already in deep relax mode for [----] Interesting results from RBC's survey (50 funds) about M&A candidates sheds light on market perception (not necessarily reflects pharma's priorities). With the exception of $RVMD oncology companies look out of favor. Cardio/met seems to be the hottest sector ( $MLYS $NAMS https://t.co/iTvPslDqhe Interesting results from"  
[X Link](https://x.com/Andre_AGTC/status/2001713569621250379)  2025-12-18T17:57Z [----] followers, [----] engagements


"$ALMS chart looks strong. Potentially ramping up to NDA in Q2 and SLE data in Q3 Looks like a solid investment Holding shares plus 15c and 20c Typically adding on dips. Don't trade the calls bc they are not very liquid $ALMS pipeline PsO NDA in h2 SLE Ph2 data Q3 Potentially BIC oral small molecule for plaque psoriasis PsO with good safety Note $TAK paid Nimbus 4.8B for a same class ph2 drug with apparently inferior efficacy wrt PASI [---] AMLS MC is 2.7B with a price target $45 https://t.co/lAXtxsxOP3 $ALMS pipeline PsO NDA in h2 SLE Ph2 data Q3 Potentially BIC oral small molecule for plaque"  
[X Link](https://x.com/Andre_AGTC/status/2018807479522717917)  2026-02-03T22:03Z [----] followers, [----] engagements


"@Biomaven Statins Hy's cases are underreported I think $RHHBY (NP) knows how to play the game. They/ FDA may include in the label innitial regular monitoring. Most of the pts will not have any change in the enzymes"  
[X Link](https://x.com/Andre_AGTC/status/2021243108248236349)  2026-02-10T15:21Z [----] followers, [---] engagements


"@pawcio2009 I'm demanding an independent review of $ABVX data"  
[X Link](https://x.com/Andre_AGTC/status/2022091756427505745)  2026-02-12T23:33Z [----] followers, [----] engagements


"$CMPS How it compares to $JNJ Spravato JNJ just reported 1.7B [----] revenue beat the 1.4B expectation Efficacy is identical but CMPS has much lower treatment burden like office visits CMPS MC 570M Cash 180M $CMPS MC 570M 6.5M diagnosed TRD pts / 3M in US TAM $6.7B+ by [----] $CMPS (COMP360) ph3 TRD data in Q1'26 NDA in H2'26 Single-dose durability vs. Spravato repeat dosing $JNJ Spravato 2019: FDA approval for TRD 2025: $1.7B revenue (blockbuster) 60% growth in q4 vs [----] $CMPS MC 570M 6.5M diagnosed TRD pts / 3M in US TAM $6.7B+ by [----] $CMPS (COMP360) ph3 TRD data in Q1'26 NDA in H2'26"  
[X Link](https://x.com/Andre_AGTC/status/2022378549814977010)  2026-02-13T18:33Z [----] followers, [----] engagements


"Q4 Update top 10+10 $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $MIRM IBAT rare $RVMD RASmuti $CRNX endocrine $BBIO ATTR $SRRK TGFb $ALNY RNAi $CPRX $ABEO $CORT $KYMR $NUVL $QURE $IMCR $NBIX $VKTX $MLYS Update top 10+10 (after $VRNA BO) $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $VKTX metabolic $MIRM IBAT rare $MLTX I&I IL17A/F $SRRK TGFb $ALNY RNAi $RVMD RASmuti $BBIO $CRNX $CPRX $ABEO $KYMR $NUVL $IMCR $ACAD $CORT $NBIX Update top 10+10 (after $VRNA BO) $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $VKTX metabolic $MIRM IBAT rare $MLTX I&I IL17A/F $SRRK"  
[X Link](https://x.com/anyuser/status/1973033636619555030)  2025-09-30T14:34Z [----] followers, 36.4K engagements


"$BBIO Here is how my love affair with $BBIO started - a bunch of Jan [----] [--] and [--] calls. Luckily I didn't cashout the calls but converted them to shares at expiration. Now is one of my biggest position with almost 3x return in a year $BBIO Approved It saved my Jan 20c and 25c from punching a hole in my portfolio Let's hope it trades well on Monday I may let them convert to shares in Jan $BBIO Approved It saved my Jan 20c and 25c from punching a hole in my portfolio Let's hope it trades well on Monday I may let them convert to shares in Jan"  
[X Link](https://x.com/anyuser/status/1983506353768288612)  2025-10-29T12:09Z [----] followers, [----] engagements


"$MLYS Jun $40 calls at [--] breakeven. 30% above today's price. Who do that $MLYS FYI https://t.co/VBT6y6kcG6 $MLYS FYI https://t.co/VBT6y6kcG6"  
[X Link](https://x.com/Andre_AGTC/status/1999556318521151813)  2025-12-12T19:05Z [----] followers, [----] engagements


"End of [----] update Top 10+15 $MDGL NASH $KRYS DEB $AXSM MDD ADA $XENE FOS $RVMD RASmuti $PRAX ET $ABVX IBD $BBIO ATTR $MIRM IBAT $CTYK oHCM $CRNX $SRRK $NKTR $NUVL $VKTX $IMVT $VTYX $CYBN $ABEO $BLTE $CPRX $ALNY $MLYS $VRDN $KYMR Q4 Update top 10+10 $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $MIRM IBAT rare $RVMD RASmuti $CRNX endocrine $BBIO ATTR $SRRK TGFb $ALNY RNAi $CPRX $ABEO $CORT $KYMR $NUVL $QURE $IMCR $NBIX $VKTX $MLYS Q4 Update top 10+10 $MDGL NASH $AXSM CNS MDD $XENE CNS seizures $KRYS GT DEB $MIRM IBAT rare $RVMD RASmuti $CRNX endocrine $BBIO ATTR $SRRK TGFb $ALNY"  
[X Link](https://x.com/anyuser/status/2006437257927078374)  2025-12-31T18:48Z [----] followers, 17.3K engagements


"Top funds review #4 Commodore My favorite $XENE (#3) $NUVL (#2) $VRDN (#12)"  
[X Link](https://x.com/Andre_AGTC/status/2006494753203073378)  2025-12-31T22:36Z [----] followers, [----] engagements


"$RVMD I bet this CNPV triggered the M&A It provides 1-2mo decision after submitting the application Huge incentive to get quickly in a market w/o competition Good move by $ABBV Also who are the party B C D. They might be looking into other targeted oncology like $NUVL $RVMD Commissioner's National Priority Voucher (CNPV) allows a decision within 1-2 months after submitting a complete application. It looks that RVMD could generate revenue already in Q4'26 from previous projected h1'27 Data Q1- NDA Q2- PDUFA Q3 on the market Q4 $RVMD Commissioner's National Priority Voucher (CNPV) allows a"  
[X Link](https://x.com/Andre_AGTC/status/2009006295811293593)  2026-01-07T20:56Z [----] followers, [----] engagements


"@KingachillesE Don't know them well but FDA just lifted clinical hold on $GHRS to start ph3. Data in [----] $HELP has no safety issues and ph3 data in Q4'26 $CMPS is a concern bc they are progressing fast. Still is TRD vs MDD by $HELP"  
[X Link](https://x.com/Andre_AGTC/status/2009103330824597831)  2026-01-08T03:22Z [----] followers, [---] engagements


"Some random January shopping (after option expiration on Jan 16) $AXSM @ [--] (+220%) $BBIO @ [--] (+280%) $NUVL @ [--] (+120%) $CRNX @ [--] (+175%) $CYTK @ [--] (+150%)"  
[X Link](https://x.com/Andre_AGTC/status/2014157206204076440)  2026-01-22T02:04Z [----] followers, [----] engagements


"$PRAX Chart has distinguished steps [--] - [---] [----]. Next step is potentially up - two NDA in short term. Two blockbusters on the market by [----] $PRAX Piper with [----] PT. Best idea Based on estimated 20B revenue BTW it is my best idea as well Keep saying since [---] - you can have enough PRAX $PRAX Piper with [----] PT. Best idea Based on estimated 20B revenue BTW it is my best idea as well Keep saying since [---] - you can have enough PRAX"  
[X Link](https://x.com/anyuser/status/2018810686516916376)  2026-02-03T22:15Z [----] followers, [----] engagements


"My watch list near term catalysts $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET + NDA DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $BBIO Ph3 ACH $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA $MLYS Ph2 OSA + NDA HTN $CMPS Ph3 TRD $HELP Ph2 GAD $NKTR 52w AD maintenance $BLTE NDA STGD1 H1 Add to stocks with near term catalysts $ABEO Q4 ER mid Feb. Expect a nice surprise & bullish outlook $VRDN TED SQ ph3 data. If positive expect a nice bump up bc SQ will capture the full market vs $AMGN $CMPS ph3 TRD 26w data init a rolling NDA Add to stocks with near term catalysts $ABEO Q4 ER mid Feb. Expect a nice"  
[X Link](https://x.com/Andre_AGTC/status/2020577692987605492)  2026-02-08T19:17Z [----] followers, 17.4K engagements


"$MLYS NDA was submitted on Jan [--]. FDA has [--] days to respond and set the PDUFA data. So mid March we will know if the NDA is accepted. If all OK with the submission- PDUFA is expected in early Oct [----] My watch list near term catalysts $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET + NDA DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $BBIO Ph3 ACH $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA $MLYS Ph2 OSA + NDA HTN $CMPS Ph3 TRD $HELP Ph2 GAD $NKTR 52w AD maintenance $BLTE NDA STGD1 H1 My watch list near term catalysts $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET + NDA DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE"  
[X Link](https://x.com/Andre_AGTC/status/2020875992135524778)  2026-02-09T15:02Z [----] followers, [----] engagements


"My watch list near term catalysts 👍$NKTR 36w AD $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $BBIO Ph3 ACH $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA $MLYS Ph2 OSA + NDA HTN $CMPS Ph3 TRD $HELP Ph2 GAD $BLTE NDA STGD1 H1 My watch list near term catalysts $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET + NDA DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $BBIO Ph3 ACH $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA $MLYS Ph2 OSA + NDA HTN $CMPS Ph3 TRD $HELP Ph2 GAD $NKTR 52w AD maintenance $BLTE NDA STGD1 H1 My watch list near term catalysts $AXSM PDUFA ADA $XENE Ph3"  
[X Link](https://x.com/Andre_AGTC/status/2021228504453386667)  2026-02-10T14:23Z [----] followers, [----] engagements


"$NKTR Capital raise 300M Guess who is leading the raise: Jefferies TD Cowen and Piper Sandler are acting as joint bookrunning managers for the offering. $NKTR - Jefferies Bottom line. Rezpeg's maintenance data hit bull case highlighting Rezpeg's strong long-term disease control w/ high proportions of pts maintaining regulatory endpoints EASI-75 and IGA 0/1 at W52 that surpass maintenance benchmark shown by every other comp inc $NKTR - Jefferies Bottom line. Rezpeg's maintenance data hit bull case highlighting Rezpeg's strong long-term disease control w/ high proportions of pts maintaining"  
[X Link](https://x.com/anyuser/status/2021397075787907329)  2026-02-11T01:33Z [----] followers, 10.7K engagements


"$VKTX Some good news for a change - starting oral ph3 in Q3. Skipping ph2 is blessed by FDA $VKTX excellent execution i I take $VKTX CEO any day his execution has been spectacular in getting these trials up and running and FDA blessings done VANQUISH-1: Enrollment complete [----] patients (exceeded target) - VANQUISH-2: Nearing full enrollment in 1Q26 - Oral VK2735: $VKTX excellent execution i I take $VKTX CEO any day his execution has been spectacular in getting these trials up and running and FDA blessings done VANQUISH-1: Enrollment complete [----] patients (exceeded target) - VANQUISH-2:"  
[X Link](https://x.com/anyuser/status/2021712037844595016)  2026-02-11T22:24Z [----] followers, [----] engagements


"$VKTX Good back on the envelope calculation how much VKTX is saving from moving directly to ph3 skipping ph2 - [--] to [--] months. Historically is closer to [--] mo $VKTX 12-18 months ahead on oral now. Saving . 2b design + startup: [--] months Enrolment: [--] months [----] week treatment period Data readout + analysis: [--] months FDA meeting to align on Phase 3: [--] months Thats roughly: +12 to [--] months $VKTX 12-18 months ahead on oral now. Saving . 2b design + startup: [--] months Enrolment: [--] months [----] week treatment period Data readout + analysis: [--] months FDA meeting to align on Phase 3: [--] months"  
[X Link](https://x.com/anyuser/status/2021728412809719910)  2026-02-11T23:29Z [----] followers, 15.4K engagements


"$VKTX $NKTR Good examples why investors should have a lot of cash at hand. I typically hold 30-35% Yesterday $NKTR delivered a good news Today - $VKTX Tommorow - who knows what $VKTX Good back on the envelope calculation how much VKTX is saving from moving directly to ph3 skipping ph2 - [--] to [--] months. Historically is closer to [--] mo $VKTX Good back on the envelope calculation how much VKTX is saving from moving directly to ph3 skipping ph2 - [--] to [--] months. Historically is closer to [--] mo"  
[X Link](https://x.com/anyuser/status/2021742021853983194)  2026-02-12T00:23Z [----] followers, [----] engagements


"$NKTR Upsized to 400M at $58 It does remind me of $ABVX capital raise at $64 - up after the announcement to [--] set the price at about 10% below that. Today [---] Looks similar to NKTR so far $NKTR Capital raise 300M Guess who is leading the raise: Jefferies TD Cowen and Piper Sandler are acting as joint bookrunning managers for the offering. $NKTR Capital raise 300M Guess who is leading the raise: Jefferies TD Cowen and Piper Sandler are acting as joint bookrunning managers for the offering"  
[X Link](https://x.com/anyuser/status/2021805969228149092)  2026-02-12T04:38Z [----] followers, [----] engagements


"My watch list of catalysts 👍$NKTR 36w AD 👍$BBIO Ph3 ACH $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA $MLYS Ph2 OSA $CMPS Ph3 TRD $HELP Ph2 GAD My watch list near term catalysts 👍$NKTR 36w AD $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $BBIO Ph3 ACH $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA $MLYS Ph2 OSA + NDA HTN $CMPS Ph3 TRD $HELP Ph2 GAD $BLTE NDA STGD1 H1 My watch list near term catalysts 👍$NKTR 36w AD $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET DEE $RVMD Ph3"  
[X Link](https://x.com/Andre_AGTC/status/2021950868871163978)  2026-02-12T14:13Z [----] followers, [----] engagements


"$BBIO First oral with improvements Achondroplasia NDA and MAA in h2 2026"  
[X Link](https://x.com/Andre_AGTC/status/2021953484879462753)  2026-02-12T14:24Z [----] followers, [---] engagements


"$BBIO Jefferies report $BBIO Jefferies just did big KOL call [--] page deep dive on $BBIO $BMRN and from others buy siders also [---] was hurdle. Safety really blew away bear thesis https://t.co/eaHl9xgc2u $BBIO Jefferies just did big KOL call [--] page deep dive on $BBIO $BMRN and from others buy siders also [---] was hurdle. Safety really blew away bear thesis https://t.co/eaHl9xgc2u"  
[X Link](https://x.com/anyuser/status/2021962827112775796)  2026-02-12T15:01Z [----] followers, [----] engagements


"$BBIO These trades aged well $BBIO Here is how my love affair with $BBIO started - a bunch of Jan [----] [--] and [--] calls. Luckily I didn't cashout the calls but converted them to shares at expiration. Now is one of my biggest position with almost 3x return in a year $BBIO Here is how my love affair with $BBIO started - a bunch of Jan [----] [--] and [--] calls. Luckily I didn't cashout the calls but converted them to shares at expiration. Now is one of my biggest position with almost 3x return in a year"  
[X Link](https://x.com/Andre_AGTC/status/2021964732459356424)  2026-02-12T15:08Z [----] followers, [----] engagements


"There is no way to invest in biotech if you live in Nederland Also removing $QURE from my watch list 💥BREAKING: 36% unrealized gains tax just passed in the Dutch House of Representatives. https://t.co/KxMSBUd1qe 💥BREAKING: 36% unrealized gains tax just passed in the Dutch House of Representatives. https://t.co/KxMSBUd1qe"  
[X Link](https://x.com/anyuser/status/2022002107700985950)  2026-02-12T17:37Z [----] followers, [----] engagements


"$PRAX Now at 330+ Still in strong uptrend $PRAX Chart has distinguished steps [--] - [---] [----]. Next step is potentially up - two NDA in short term. Two blockbusters on the market by [----] https://t.co/txXzTfsLPS $PRAX Chart has distinguished steps [--] - [---] [----]. Next step is potentially up - two NDA in short term. Two blockbusters on the market by [----] https://t.co/txXzTfsLPS"  
[X Link](https://x.com/Andre_AGTC/status/2022024020007526487)  2026-02-12T19:04Z [----] followers, [----] engagements


"$PVLA MC 970M Cash 64M Opend a position today at $79.50 avg Ph3 data in Mar'26 FIC and potentially SOC for 30k pts with micro-LMs NDA in h2 and on the market in [----] Pipeline in a drug w/ additional indication in cutaneous VM (75k pts) by [----] and more Funds BVF and Sulveta"  
[X Link](https://x.com/Andre_AGTC/status/2022075796089974849)  2026-02-12T22:30Z [----] followers, [----] engagements


"My watch list of catalysts- update 👍$NKTR 36w AD 👍$BBIO Ph3 ACH $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA $MLYS Ph2 OSA $CMPS Ph3 TRD $HELP Ph2 GAD $PVLA Ph3 mLM My watch list of catalysts 👍$NKTR 36w AD 👍$BBIO Ph3 ACH $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET DEE $RVMD Ph3 PDAC L2 $ALMS Ph2b SLE $TVTX PDUFA FSGS $VRDN Ph3 TED $MLTX Ph2 ax SpA $MLYS Ph2 OSA $CMPS Ph3 TRD $HELP Ph2 GAD My watch list of catalysts 👍$NKTR 36w AD 👍$BBIO Ph3 ACH $AXSM PDUFA ADA $XENE Ph3 FOS $PRAX NDA ET DEE $RVMD Ph3 PDAC"  
[X Link](https://x.com/Andre_AGTC/status/2022077136581083568)  2026-02-12T22:35Z [----] followers, [----] engagements


"@KingachillesE $CMPS will combine 9w data (Part A) and 26w data (Part B). Practically two readouts at once so it might take a bit longer But on the other side $XENE had a history running slower than expected so who knows Added to $CMPS at [----] today at close. Hope is not too early"  
[X Link](https://x.com/Andre_AGTC/status/2022081100156379167)  2026-02-12T22:51Z [----] followers, [----] engagements


"In France you need 10x more pages Who ever aquires $ABVX will be a proud owner of [-----] pages of compliance documents That's a good start but there are about [----] more pages you need to fill out Get to work That's a good start but there are about [----] more pages you need to fill out Get to work"  
[X Link](https://x.com/Andre_AGTC/status/2022095513945092107)  2026-02-12T23:48Z [----] followers, [----] engagements


"$PVLA Requested BTD meeting. Expect a FDA meeting in Q1'25 If granted- it would reduce the NDA review time to 6mo Potentially First in Disease 1-3B peak sales just in mLM MC 1.0B look low for the opportunity and low risk - $PVLA MC 970M Cash 64M Opend a position today at $79.50 avg Ph3 data in Mar'26 FIC and potentially SOC for 30k pts with micro-LMs NDA in h2 and on the market in [----] Pipeline in a drug w/ additional indication in cutaneous VM (75k pts) by [----] and more Funds BVF and Sulveta $PVLA MC 970M Cash 64M Opend a position today at $79.50 avg Ph3 data in Mar'26 FIC and potentially"  
[X Link](https://x.com/Andre_AGTC/status/2022369236161548558)  2026-02-13T17:56Z [----] followers, [----] engagements


"#Deeptrack Feb 13'26 Massive $XBI put 22% of portfolio Vary bearish move👀 Changed position of interest $XBI put New #1 $IMVT +19% #2 $AXSM +28% #7 $CYTK -22% #6 $VRDN -53% #19"  
[X Link](https://x.com/Andre_AGTC/status/2022739154920985013)  2026-02-14T18:26Z [----] followers, [----] engagements


"$ABVX In a good French tradition ABVX is generating a ton of paperwork $abvx is making a major splash at ECCO [----] Feb. [----] with [--] accepted abstracts. I think the impact will be about commercial positioning building a "cleaner" profile. Obviously it will push the stock higher even without M&A Part [--] https://t.co/SWYzKNINly $abvx is making a major splash at ECCO [----] Feb. [----] with [--] accepted abstracts. I think the impact will be about commercial positioning building a "cleaner" profile. Obviously it will push the stock higher even without M&A Part [--] https://t.co/SWYzKNINly"  
[X Link](https://x.com/Andre_AGTC/status/2022757968530309611)  2026-02-14T19:40Z [----] followers, [----] engagements

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