[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @AscendingBio AscendingBio AscendingBio posts on X about $aqst, $spry, approved, $capr the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1883175331747479552/interactions)  - X Week XXXXX +19% - X Month XXXXXX -XXXX% - X Months XXXXXXX +304% ### Mentions: XX [#](/creator/twitter::1883175331747479552/posts_active)  - X Week XX +32% - X Month XX +11% - X Months XXX +159% ### Followers: XXX [#](/creator/twitter::1883175331747479552/followers)  - X Week XXX +2.90% - X Month XXX +14% - X Months XXX +387% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1883175331747479552/influencer_rank)  ### Social Influence [#](/creator/twitter::1883175331747479552/influence) --- **Social category influence** [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$aqst](/topic/$aqst) #3, [$spry](/topic/$spry) #1, [approved](/topic/approved) #635, [$capr](/topic/$capr) #15, [rescue](/topic/rescue) 3.39%, [liquid](/topic/liquid) 1.69%, [cmc](/topic/cmc) 1.69%, [gel](/topic/gel) 1.69%, [take the](/topic/take-the) 1.69%, [lack of](/topic/lack-of) XXXX% **Top accounts mentioned or mentioned by** [@smallcapking2](/creator/undefined) [@kaali67800508](/creator/undefined) [@refinedtrader1](/creator/undefined) [@america4life72](/creator/undefined) [@rushing9000](/creator/undefined) [@henry431171040](/creator/undefined) [@barry3252181](/creator/undefined) [@smilefixr888](/creator/undefined) [@granthesser](/creator/undefined) [@ppurpa](/creator/undefined) [@pharmdaz](/creator/undefined) [@northernboston](/creator/undefined) [@jonny_fun_guy](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@akmicic2](/creator/undefined) [@hkd_tweets](/creator/undefined) [@blackjack155361](/creator/undefined) [@luludemones](/creator/undefined) [@j_deg25](/creator/undefined) [@pick1998_2](/creator/undefined) **Top assets mentioned** [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [SuperRare (RARE)](/topic/$rare) ### Top Social Posts [#](/creator/twitter::1883175331747479552/posts) --- Top posts by engagements in the last XX hours "@GrantHesser Make sure you have done some good research on $AQST before buying $SPRY. If Anaphylm is approved by the FDA in the next X to XX weeks $SPRY will face competition from a device-free product" [X Link](https://x.com/AscendingBio/status/1977425305251041763) [@AscendingBio](/creator/x/AscendingBio) 2025-10-12T17:25Z XXX followers, XXX engagements "$AQST $SPRY Junk Science by ARS I just took a closer look at one section of the $SPRY petition to the FDA against Anaphylm. On first reading it was clear to me that the author(s) did not know the difference between the dose measurement of liquid and solid forms of medications. They also displayed no understanding of the impact of prodrugs on dosage amounts. Now lets examine the science they cite to support their case. They state "Similar concerns apply to AQST-109 but with far greater implications as its XX mg equivalent dose is three times the reported minimally lethal dose by injection." At" [X Link](https://x.com/AscendingBio/status/1977425536294039942) [@AscendingBio](/creator/x/AscendingBio) 2025-10-12T17:26Z XXX followers, 1295 engagements "$AQST When Might Anaphylm Approval Occur Anaphylm has a PDUFA data of 1/31/2026. The earliest approval date is probably mid November. I hold the most likely date of approval is mid January. -At the November quarterly report we should receive some information about how the application is progressing. I hope for news about if the factory site visit and review of CMC documents has been completed. -The current government shutdown will result in the loss of some support staff at the FDA. This might slow the pace some. However the shutdown means that no new drug applications will be accepted. That" [X Link](https://x.com/AscendingBio/status/1978514086557016461) [@AscendingBio](/creator/x/AscendingBio) 2025-10-15T17:31Z XXX followers, 1172 engagements "There is a good deal of competition in the Urticaria market. It is a crowded space so any med that is going to sell well needs to work really well. The Neffy data seems to show that it works pretty well with itching but it does not help much with hives. I expect that we will see $AQST develop a topical epinephrine gel for Urticaria that addresses both the itching and the hives" [X Link](https://x.com/AscendingBio/status/1979575479121404209) [@AscendingBio](/creator/x/AscendingBio) 2025-10-18T15:49Z XXX followers, XX engagements "Dan it is really challenging to keep up with what is going on with all the drugs seeking FDA approval. Yet please take a look at the actions of Prasad related to $CAPR. He demonstrated arrogance and profound lack of competence. It appears he did not take the time to study heart issues in DMD. He displayed a lack of understanding of nonparametric statistics. There are reports that he used the new FDA AI software to reach some of his conclusions. When competent staff challenged him he fired them. He cancelled a scheduled ADCOM because he did not want to give experts voice. The company had to" [X Link](https://x.com/AscendingBio/status/1979631160734179594) [@AscendingBio](/creator/x/AscendingBio) 2025-10-18T19:30Z XXX followers, XXX engagements "$SPRY $AQST Looking at the $SPRY financial position. Here are some rough numbers based on the best info I could find: $SPRY had cash burn of XX million last quarter. Presumably that improves some. After the end of Q1 I expect them to have XXX million in cash with about XXX million in debt. They will be approaching the point where they have more debt than cash. At X% interest the debt is increasing by XX million a year. They have an agreement that offers another XXX million in loans. Yet this seems to be tied to meeting specific revenue numbers. If they get this XXX million they will be about" [X Link](https://x.com/AscendingBio/status/1973041552021737822) [@AscendingBio](/creator/x/AscendingBio) 2025-09-30T15:05Z XXX followers, XXX engagements "$AQST Updated Corporate Presentation with AQST-108 Plan Phase 2a Study to begin soon with XX participants" [X Link](https://x.com/AscendingBio/status/1973417557437633007) [@AscendingBio](/creator/x/AscendingBio) 2025-10-01T15:59Z XXX followers, 1933 engagements "$SPRY $AQST ARS Lawsuit with Device Supplier It seems $SPRY has a decent case here but the best outcome is they win this lawsuit against their only supplier of critical part. That could result in a less than ideal working relationship. Key Quotes from the Lawsuit: "Aptar also supplies the only rubber plunger that is FDA-approved for use in neffy. As a result to be able to continue to manufacture and sell neffy ARS is entirely reliant on Aptar to supply its rubber plunger." "ARS has similarly attempted to develop an alternative supplier for rubber plungers that are FDA-approved for use in" [X Link](https://x.com/AscendingBio/status/1973507714014691815) [@AscendingBio](/creator/x/AscendingBio) 2025-10-01T21:57Z XXX followers, 1263 engagements "$AQST What if Anaphylm gets a CRL All appears to be progressing well with the FDA approval process for Anaphylm. I expect we receive great news in January. Yet a wise investor needs to consider what happens if the FDA issues a CRL (Complete Response Letter). It is common to see a CRL for manufacturing issues. Given that $AQST has decades of manufacturing experience an issue here is not likely. If it happens they should have the resources to resolve it quickly. It is also possible that the FDA could require $AQST to conduct an additional study maybe two studies. $AQST included by far the most" [X Link](https://x.com/AscendingBio/status/1974900949727756576) [@AscendingBio](/creator/x/AscendingBio) 2025-10-05T18:14Z XXX followers, 1039 engagements "$AQST I found that petition to be a very poorly constructed document. It starts by saying Anaphylm has a deadly amount of epinephrine. They make an error about drug dosage that is really embarrassing. If you want to get the attention of scientist you need credible content and you need to cite scientific literature supporting your argument. Who wrote this document for $SPRY Putting the $SPRY name on this should make their stock go down. Also the FDA looks at these documents but it is rare that someone brings up a credible issue they have not already considered. Below is text from the" [X Link](https://x.com/AscendingBio/status/1974943733666721962) [@AscendingBio](/creator/x/AscendingBio) 2025-10-05T21:04Z XXX followers, XXX engagements "$AQST I see nothing in the data that would result in a black box label. Not for increased blood pressure: In healthy individuals SBP can rise by 20-50 mmHg during vigorous exercise. The Anaphylm blood pressure rise is exactly what I would want to see in an epi med. A crash in blood pressure is a serious issue during an allergic reaction. All epi meds carry a heart related warning. Yet doctors tell those with heart issues to take the med when needed. I think somebody mentioned the high PK levels in second dose allergen challenge study as a black box issue. Absorption is different when persons" [X Link](https://x.com/AscendingBio/status/1975217376489591267) [@AscendingBio](/creator/x/AscendingBio) 2025-10-06T15:11Z XXX followers, XXX engagements "$AQST $SPRY Anaphylm for Children After the initial Anaphylm approval Aquestive will develop a lower dose for children XX to XX pounds (about ages X to 7). They will conduct a quick study and submit the data to the FDA for approval. Approval is expected prior to the end of 2026. Libervant oral film for children ages 2-5 years is a product that received FDA approval but additional sales have been delayed until early 2027. This suggests they may consider a form of Anaphylm for under X years of age. Children Taking An Oral Film I have read several posts from persons who have said that they do" [X Link](https://x.com/AscendingBio/status/1976286636049629320) [@AscendingBio](/creator/x/AscendingBio) 2025-10-09T14:00Z XXX followers, XXX engagements "$AQST They have data showing Anaphylm works fine if it is swallowed. Yes it takes longer to absorb but it will work at the speed of many other epi meds. If you are vomiting you should wait until there is a pause to take Anaphylm. You should also wait to take Neffy because vomiting is likely to expel the medication from you nose. Unlike Neffy Anaphylm absorbs in seconds. So if you sense you have a window of XX seconds between vomiting you will be fine with Anaphylm. Really it is not a good idea to use an autoinjector at the exact moment you are vomiting. You might make an error with needle" [X Link](https://x.com/AscendingBio/status/1976293785245044918) [@AscendingBio](/creator/x/AscendingBio) 2025-10-09T14:28Z XXX followers, XXX engagements "I don't know if I was really arguing with you. I did not say your post was wrong. I was just making clear why I think vomiting is not a problem for Anaphylm. I am an investor who enjoys studying biotech companies. I especially enjoy following companies with products I think will bring good things to the world like reducing suffering. I value being a truth teller. I find that I am a more informed investor if I post my thoughts here and encourage dialogue. The first time someone brought up the vomiting issue I found that was helpful. I like to pick apart products like Anaphylm and consider" [X Link](https://x.com/AscendingBio/status/1976311011385675887) [@AscendingBio](/creator/x/AscendingBio) 2025-10-09T15:37Z XXX followers, XX engagements "During the Adcom this was a focus of significant discussion. There seemed to be consensus by both the company and the committee members that congestion actually increased absorption when the drug was first given. Yet nasal drainage led to some loss of absorption and lower PK values over time. (You can see this when comparing the red and orange lines in the graph below.) I am one who thinks the first XX minutes are really important. Therefore I actually prefer the red line where there is Rhinitis. My reference to this study in my post was to show that Neffy is vulnerable to wash out well after" [X Link](https://x.com/AscendingBio/status/1976340467852722280) [@AscendingBio](/creator/x/AscendingBio) 2025-10-09T17:34Z XXX followers, XX engagements "$AQST Belhavan is developing a epinephrine powder that you spray in your nose. This sounds really unpleasant They posted a study in which all XX subjects experienced side effects. Only X made it through the study. They indicated that XXXX% had nasal discomfort XX% had headaches and XXXX% had a reaction where their eyes watered and XX% had nose bleeds. Nothing like a med that hurts your nose gives you a headache makes you cry and gives you a bloody nose" [X Link](https://x.com/AscendingBio/status/1976648253291495501) [@AscendingBio](/creator/x/AscendingBio) 2025-10-10T13:57Z XXX followers, 1068 engagements "This is a situation where FDA staff hold a completely different perspective than Prasad. So staff are going to display more caution. Staff are thinking Prasad's ignorance took them to this juncture with $CAPR. Yet they are not able to say that. (I am glad these competent staff are still there. I think more good comes from them being there even if they have to be less open to keep their jobs.)" [X Link](https://x.com/AscendingBio/status/1978838672330911833) [@AscendingBio](/creator/x/AscendingBio) 2025-10-16T15:01Z XXX followers, XXX engagements "Keytruda is current standard of care for immunotherapy. $BCAX and $MRUS also use Keytruda combo in their treatment arm. Current care often includes a chemotherapy combo. In the future I expect a three drug combo Immunotherapy combo for HPV16. I expect a switch to Immunotherapy first" [X Link](https://x.com/AscendingBio/status/1973121662951305516) [@AscendingBio](/creator/x/AscendingBio) 2025-09-30T20:23Z XXX followers, XXX engagements "Last quarter they had $XXXX million in net product revenue from neffy sales in the U.S. That was while sales and administration expenses were $XX million. With this rate of cash burn there is a problem. This is not a good match with the XXX billion market cap. So sales can be that bad. They have a problem. Some think they can fix it. That is not my perspective. But it is more persuasive if those who expect a correction get specific about how and when they expect this to happen. They have borrowed more funds to keep spending at this level. The next opportunity for big sales increases does not" [X Link](https://x.com/AscendingBio/status/1977488536350638393) [@AscendingBio](/creator/x/AscendingBio) 2025-10-12T21:36Z XXX followers, XXX engagements "@ppurpa @pharmdaz Back in March Dan ($AQST) stated "We filled with XX months shelf life."" [X Link](https://x.com/AscendingBio/status/1977746691970175019) [@AscendingBio](/creator/x/AscendingBio) 2025-10-13T14:42Z XXX followers, XXX engagements "@SmallCapKing2 Let me clarify. So you are saying that market share is increasing. Yet this in the context of September and October which are lower sales months for epi rescue meds. Therefore absolute sales are not up" [X Link](https://x.com/AscendingBio/status/1977784045909258668) [@AscendingBio](/creator/x/AscendingBio) 2025-10-13T17:10Z XXX followers, XXX engagements "SmallCap I know you are not responding to me but the chart below is important to my response. I think we are both on the same page with awareness of the seasonal sales of epi rescue meds. Neffy seems to be heavy with under age XX sales. Historically this med shows September sales for that age group are about half of August sales. Additional volume decline continues to the end of the year. So any comparison of August to September sales needs to keep this in mind. (I do think Anaphylm will initially show the earliest adoption in the age XX and older market. So need for seasonality adjustments" [X Link](https://x.com/AscendingBio/status/1978108003778703468) [@AscendingBio](/creator/x/AscendingBio) 2025-10-14T14:37Z XXX followers, XXX engagements "$MREO $RARE Data Timing In presentation today it was stated that SETRUSUMAB results will be available in December or January. (Some have been saying December was the latest. I have been asserting January was possible due to past pattern of time required to analyze data.)" [X Link](https://x.com/AscendingBio/status/1978162448147333457) [@AscendingBio](/creator/x/AscendingBio) 2025-10-14T18:14Z XXX followers, 1383 engagements "$AQST Buyout Talk I see frequent speculation about a buyout coming soon for this company. The sources are those who seem to only know about Anaphylm. If you are aware of the company's pipeline you understand there is no way to value the company at the present time. We need to see what will happen with the epinephrine topical gels. For some perspective the global JAK inhibitor market is about XX billion. If $AQST can capture even a small piece of that market it will be huge. Right now we have to wait and see what the research says. Yes Anaphylm is very important. However the leaders of this" [X Link](https://x.com/AscendingBio/status/1979285370866143402) [@AscendingBio](/creator/x/AscendingBio) 2025-10-17T20:36Z XXX followers, XXX engagements "$SPRY $AQST ARS is studying use of Neffy with Urticaria. There are quite a few new drugs in development for this indication. The drug below was approved just weeks ago. They indicate that one-third of patients achieved complete absence of itch and hives at Week 12" [X Link](https://x.com/AscendingBio/status/1979896605269504218) [@AscendingBio](/creator/x/AscendingBio) 2025-10-19T13:05Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AscendingBio AscendingBio
AscendingBio posts on X about $aqst, $spry, approved, $capr the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +19%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +304%
Mentions: XX #
- X Week XX +32%
- X Month XX +11%
- X Months XXX +159%
Followers: XXX #
- X Week XXX +2.90%
- X Month XXX +14%
- X Months XXX +387%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% cryptocurrencies XXXX%
Social topic influence $aqst #3, $spry #1, approved #635, $capr #15, rescue 3.39%, liquid 1.69%, cmc 1.69%, gel 1.69%, take the 1.69%, lack of XXXX%
Top accounts mentioned or mentioned by @smallcapking2 @kaali67800508 @refinedtrader1 @america4life72 @rushing9000 @henry431171040 @barry3252181 @smilefixr888 @granthesser @ppurpa @pharmdaz @northernboston @jonny_fun_guy @sfarringtonbkc @akmicic2 @hkd_tweets @blackjack155361 @luludemones @j_deg25 @pick1998_2
Top assets mentioned Merus N.V. Common Shares (MRUS) SuperRare (RARE)
Top Social Posts #
Top posts by engagements in the last XX hours
"@GrantHesser Make sure you have done some good research on $AQST before buying $SPRY. If Anaphylm is approved by the FDA in the next X to XX weeks $SPRY will face competition from a device-free product"
X Link @AscendingBio 2025-10-12T17:25Z XXX followers, XXX engagements
"$AQST $SPRY Junk Science by ARS I just took a closer look at one section of the $SPRY petition to the FDA against Anaphylm. On first reading it was clear to me that the author(s) did not know the difference between the dose measurement of liquid and solid forms of medications. They also displayed no understanding of the impact of prodrugs on dosage amounts. Now lets examine the science they cite to support their case. They state "Similar concerns apply to AQST-109 but with far greater implications as its XX mg equivalent dose is three times the reported minimally lethal dose by injection." At"
X Link @AscendingBio 2025-10-12T17:26Z XXX followers, 1295 engagements
"$AQST When Might Anaphylm Approval Occur Anaphylm has a PDUFA data of 1/31/2026. The earliest approval date is probably mid November. I hold the most likely date of approval is mid January. -At the November quarterly report we should receive some information about how the application is progressing. I hope for news about if the factory site visit and review of CMC documents has been completed. -The current government shutdown will result in the loss of some support staff at the FDA. This might slow the pace some. However the shutdown means that no new drug applications will be accepted. That"
X Link @AscendingBio 2025-10-15T17:31Z XXX followers, 1172 engagements
"There is a good deal of competition in the Urticaria market. It is a crowded space so any med that is going to sell well needs to work really well. The Neffy data seems to show that it works pretty well with itching but it does not help much with hives. I expect that we will see $AQST develop a topical epinephrine gel for Urticaria that addresses both the itching and the hives"
X Link @AscendingBio 2025-10-18T15:49Z XXX followers, XX engagements
"Dan it is really challenging to keep up with what is going on with all the drugs seeking FDA approval. Yet please take a look at the actions of Prasad related to $CAPR. He demonstrated arrogance and profound lack of competence. It appears he did not take the time to study heart issues in DMD. He displayed a lack of understanding of nonparametric statistics. There are reports that he used the new FDA AI software to reach some of his conclusions. When competent staff challenged him he fired them. He cancelled a scheduled ADCOM because he did not want to give experts voice. The company had to"
X Link @AscendingBio 2025-10-18T19:30Z XXX followers, XXX engagements
"$SPRY $AQST Looking at the $SPRY financial position. Here are some rough numbers based on the best info I could find: $SPRY had cash burn of XX million last quarter. Presumably that improves some. After the end of Q1 I expect them to have XXX million in cash with about XXX million in debt. They will be approaching the point where they have more debt than cash. At X% interest the debt is increasing by XX million a year. They have an agreement that offers another XXX million in loans. Yet this seems to be tied to meeting specific revenue numbers. If they get this XXX million they will be about"
X Link @AscendingBio 2025-09-30T15:05Z XXX followers, XXX engagements
"$AQST Updated Corporate Presentation with AQST-108 Plan Phase 2a Study to begin soon with XX participants"
X Link @AscendingBio 2025-10-01T15:59Z XXX followers, 1933 engagements
"$SPRY $AQST ARS Lawsuit with Device Supplier It seems $SPRY has a decent case here but the best outcome is they win this lawsuit against their only supplier of critical part. That could result in a less than ideal working relationship. Key Quotes from the Lawsuit: "Aptar also supplies the only rubber plunger that is FDA-approved for use in neffy. As a result to be able to continue to manufacture and sell neffy ARS is entirely reliant on Aptar to supply its rubber plunger." "ARS has similarly attempted to develop an alternative supplier for rubber plungers that are FDA-approved for use in"
X Link @AscendingBio 2025-10-01T21:57Z XXX followers, 1263 engagements
"$AQST What if Anaphylm gets a CRL All appears to be progressing well with the FDA approval process for Anaphylm. I expect we receive great news in January. Yet a wise investor needs to consider what happens if the FDA issues a CRL (Complete Response Letter). It is common to see a CRL for manufacturing issues. Given that $AQST has decades of manufacturing experience an issue here is not likely. If it happens they should have the resources to resolve it quickly. It is also possible that the FDA could require $AQST to conduct an additional study maybe two studies. $AQST included by far the most"
X Link @AscendingBio 2025-10-05T18:14Z XXX followers, 1039 engagements
"$AQST I found that petition to be a very poorly constructed document. It starts by saying Anaphylm has a deadly amount of epinephrine. They make an error about drug dosage that is really embarrassing. If you want to get the attention of scientist you need credible content and you need to cite scientific literature supporting your argument. Who wrote this document for $SPRY Putting the $SPRY name on this should make their stock go down. Also the FDA looks at these documents but it is rare that someone brings up a credible issue they have not already considered. Below is text from the"
X Link @AscendingBio 2025-10-05T21:04Z XXX followers, XXX engagements
"$AQST I see nothing in the data that would result in a black box label. Not for increased blood pressure: In healthy individuals SBP can rise by 20-50 mmHg during vigorous exercise. The Anaphylm blood pressure rise is exactly what I would want to see in an epi med. A crash in blood pressure is a serious issue during an allergic reaction. All epi meds carry a heart related warning. Yet doctors tell those with heart issues to take the med when needed. I think somebody mentioned the high PK levels in second dose allergen challenge study as a black box issue. Absorption is different when persons"
X Link @AscendingBio 2025-10-06T15:11Z XXX followers, XXX engagements
"$AQST $SPRY Anaphylm for Children After the initial Anaphylm approval Aquestive will develop a lower dose for children XX to XX pounds (about ages X to 7). They will conduct a quick study and submit the data to the FDA for approval. Approval is expected prior to the end of 2026. Libervant oral film for children ages 2-5 years is a product that received FDA approval but additional sales have been delayed until early 2027. This suggests they may consider a form of Anaphylm for under X years of age. Children Taking An Oral Film I have read several posts from persons who have said that they do"
X Link @AscendingBio 2025-10-09T14:00Z XXX followers, XXX engagements
"$AQST They have data showing Anaphylm works fine if it is swallowed. Yes it takes longer to absorb but it will work at the speed of many other epi meds. If you are vomiting you should wait until there is a pause to take Anaphylm. You should also wait to take Neffy because vomiting is likely to expel the medication from you nose. Unlike Neffy Anaphylm absorbs in seconds. So if you sense you have a window of XX seconds between vomiting you will be fine with Anaphylm. Really it is not a good idea to use an autoinjector at the exact moment you are vomiting. You might make an error with needle"
X Link @AscendingBio 2025-10-09T14:28Z XXX followers, XXX engagements
"I don't know if I was really arguing with you. I did not say your post was wrong. I was just making clear why I think vomiting is not a problem for Anaphylm. I am an investor who enjoys studying biotech companies. I especially enjoy following companies with products I think will bring good things to the world like reducing suffering. I value being a truth teller. I find that I am a more informed investor if I post my thoughts here and encourage dialogue. The first time someone brought up the vomiting issue I found that was helpful. I like to pick apart products like Anaphylm and consider"
X Link @AscendingBio 2025-10-09T15:37Z XXX followers, XX engagements
"During the Adcom this was a focus of significant discussion. There seemed to be consensus by both the company and the committee members that congestion actually increased absorption when the drug was first given. Yet nasal drainage led to some loss of absorption and lower PK values over time. (You can see this when comparing the red and orange lines in the graph below.) I am one who thinks the first XX minutes are really important. Therefore I actually prefer the red line where there is Rhinitis. My reference to this study in my post was to show that Neffy is vulnerable to wash out well after"
X Link @AscendingBio 2025-10-09T17:34Z XXX followers, XX engagements
"$AQST Belhavan is developing a epinephrine powder that you spray in your nose. This sounds really unpleasant They posted a study in which all XX subjects experienced side effects. Only X made it through the study. They indicated that XXXX% had nasal discomfort XX% had headaches and XXXX% had a reaction where their eyes watered and XX% had nose bleeds. Nothing like a med that hurts your nose gives you a headache makes you cry and gives you a bloody nose"
X Link @AscendingBio 2025-10-10T13:57Z XXX followers, 1068 engagements
"This is a situation where FDA staff hold a completely different perspective than Prasad. So staff are going to display more caution. Staff are thinking Prasad's ignorance took them to this juncture with $CAPR. Yet they are not able to say that. (I am glad these competent staff are still there. I think more good comes from them being there even if they have to be less open to keep their jobs.)"
X Link @AscendingBio 2025-10-16T15:01Z XXX followers, XXX engagements
"Keytruda is current standard of care for immunotherapy. $BCAX and $MRUS also use Keytruda combo in their treatment arm. Current care often includes a chemotherapy combo. In the future I expect a three drug combo Immunotherapy combo for HPV16. I expect a switch to Immunotherapy first"
X Link @AscendingBio 2025-09-30T20:23Z XXX followers, XXX engagements
"Last quarter they had $XXXX million in net product revenue from neffy sales in the U.S. That was while sales and administration expenses were $XX million. With this rate of cash burn there is a problem. This is not a good match with the XXX billion market cap. So sales can be that bad. They have a problem. Some think they can fix it. That is not my perspective. But it is more persuasive if those who expect a correction get specific about how and when they expect this to happen. They have borrowed more funds to keep spending at this level. The next opportunity for big sales increases does not"
X Link @AscendingBio 2025-10-12T21:36Z XXX followers, XXX engagements
"@ppurpa @pharmdaz Back in March Dan ($AQST) stated "We filled with XX months shelf life.""
X Link @AscendingBio 2025-10-13T14:42Z XXX followers, XXX engagements
"@SmallCapKing2 Let me clarify. So you are saying that market share is increasing. Yet this in the context of September and October which are lower sales months for epi rescue meds. Therefore absolute sales are not up"
X Link @AscendingBio 2025-10-13T17:10Z XXX followers, XXX engagements
"SmallCap I know you are not responding to me but the chart below is important to my response. I think we are both on the same page with awareness of the seasonal sales of epi rescue meds. Neffy seems to be heavy with under age XX sales. Historically this med shows September sales for that age group are about half of August sales. Additional volume decline continues to the end of the year. So any comparison of August to September sales needs to keep this in mind. (I do think Anaphylm will initially show the earliest adoption in the age XX and older market. So need for seasonality adjustments"
X Link @AscendingBio 2025-10-14T14:37Z XXX followers, XXX engagements
"$MREO $RARE Data Timing In presentation today it was stated that SETRUSUMAB results will be available in December or January. (Some have been saying December was the latest. I have been asserting January was possible due to past pattern of time required to analyze data.)"
X Link @AscendingBio 2025-10-14T18:14Z XXX followers, 1383 engagements
"$AQST Buyout Talk I see frequent speculation about a buyout coming soon for this company. The sources are those who seem to only know about Anaphylm. If you are aware of the company's pipeline you understand there is no way to value the company at the present time. We need to see what will happen with the epinephrine topical gels. For some perspective the global JAK inhibitor market is about XX billion. If $AQST can capture even a small piece of that market it will be huge. Right now we have to wait and see what the research says. Yes Anaphylm is very important. However the leaders of this"
X Link @AscendingBio 2025-10-17T20:36Z XXX followers, XXX engagements
"$SPRY $AQST ARS is studying use of Neffy with Urticaria. There are quite a few new drugs in development for this indication. The drug below was approved just weeks ago. They indicate that one-third of patients achieved complete absence of itch and hives at Week 12"
X Link @AscendingBio 2025-10-19T13:05Z XXX followers, XXX engagements