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# ![@BagelC47 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1968732571.png) @BagelC47 BagelC47

BagelC47 posts on X about $dawn, dawn, $repl, hedge 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::1968732571/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1968732571/c:line/m:interactions.svg)

- X Week XXXXXX +219%
- X Month XXXXXXX +205%
- X Months XXXXXXX +151%
- X Year XXXXXXX +426%

### Mentions: XX [#](/creator/twitter::1968732571/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1968732571/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +101%
- X Months XXX +82%
- X Year XXX +276%

### Followers: XXX [#](/creator/twitter::1968732571/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1968732571/c:line/m:followers.svg)

- X Week XXX +0.25%
- X Month XXX +11%
- X Months XXX +87%
- X Year XXX +96%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1968732571/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1968732571/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1968732571/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$dawn](/topic/$dawn) 11.86%, [dawn](/topic/dawn) 3.39%, [$repl](/topic/$repl) 1.69%, [hedge](/topic/hedge) 1.69%, [stack](/topic/stack) 1.69%, [market cap](/topic/market-cap) 1.69%, [$idya](/topic/$idya) 1.69%, [discount](/topic/discount) 1.69%, [regulatory](/topic/regulatory) 1.69%, [china](/topic/china) XXXX%

**Top accounts mentioned or mentioned by**
[@theejavierjr](/creator/undefined) [@michelben69](/creator/undefined) [@rklbsfan](/creator/undefined) [@biopharmaboi](/creator/undefined) [@backpostblunder](/creator/undefined) [@bryanjohnson](/creator/undefined) [@couchinvestor](/creator/undefined) [@mvcinvesting](/creator/undefined) [@kylewhitegoat](/creator/undefined) [@datadinvesting](/creator/undefined) [@pharmdca](/creator/undefined) [@wearycenturion](/creator/undefined) [@frameworkwisely](/creator/undefined) [@mangrowth](/creator/undefined) [@biotenic](/creator/undefined) [@mattbiotech](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@yazzdev](/creator/undefined) [@uchi_wawa](/creator/undefined) [@kdubflipthescrp](/creator/undefined)

**Top assets mentioned**
[Dawn Protocol (DAWN)](/topic/$dawn) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UnitedHealth Group (UNH)](/topic/$unh) [Elevance Health Inc (ELV)](/topic/$elv) [Centene Corp (CNC)](/topic/$cnc) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Novartis AG (NVS)](/topic/novartis) [Progressive Corp (PGR)](/topic/$pgr) [Lemonade, Inc. (LMND)](/topic/$lmnd)
### Top Social Posts [#](/creator/twitter::1968732571/posts)
---
Top posts by engagements in the last XX hours

"$DAWN DAY301 is designed to overcome many of the limitations of earlier ADCs that targeted PTK7 such as toxicity limited penetration and drug resistance. Its features from a stable cleavable linker to a high DAR and broad bystander killing potential all point to a well-engineered molecule with strong therapeutic promise. If early clinical data reflect the preclinical success DAY301 could become a first-in-class ADC with meaningful impact across several hard-to-treat cancers"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1944094754842849445) 2025-07-12 18:01:23 UTC XXX followers, 1036 engagements


"Power of immunotherapy in one chart $REPL"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1943065604556230877) 2025-07-09 21:51:55 UTC XXX followers, XXX engagements


"We believe Nebius' talent stack is one of its great competitive edges specifically when compared to CoreWeave whose CEO spent most of his life pre-2017 running a natural gas hedge fund and studying public administration"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1948951147139797084) 2025-07-26 03:38:57 UTC XXX followers, XXX engagements


"$IDYA has an amazing pipeline + ADC but it's already X billion market cap. $DAWN already generating revenue + has a powerful chinese ADC in phase X and trades at half a billion. PTK7 also has broader expression than DLL3. Interestingly both company ADCs are chinese"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1947476234629485052) 2025-07-22 01:58:11 UTC XXX followers, XXX engagements


"Born in Soviet Kazakhstan in 1964 and having studied Applied Mathematics in Moscow Volozh developed and launched the search engine Yandex in 1997 X year before Google did. $NBIS"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1948950514693235094) 2025-07-26 03:36:27 UTC XXX followers, XXX engagements


"@BioPharmaBoi I saw BeiGene already has a competing molecule in blood cancer in phase X. Crowded space. In any case I bought a small amount. It's too exciting not to"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1946230097905955174) 2025-07-18 15:26:29 UTC XXX followers, XX engagements


"$UNH $ELV $CNC $OSCR Why ACA Enrollment Hurts Big Insurers But Not Oscar Health In 2025 the Affordable Care Act (ACA) marketplace reached a record XX million enrollees driven by enhanced federal subsidies. This enrollment boom has had sharply divergent effects on the health insurance sector. While legacy giants like Centene UnitedHealth and Elevance have lowered or withdrawn financial guidance due to surging medical costs Oscar Health has maintained its outlook. This divergence stems from fundamental differences in market exposure business strategy and operational agility especially in"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1946282180990345616) 2025-07-18 18:53:26 UTC XXX followers, 1225 engagements


"Novartis partners with Phase X Partners and institutional investors to help create Mereo BioPharma Group Ltd"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1945683331800306005) 2025-07-17 03:13:50 UTC XXX followers, 1135 engagements


"$DAWN Day One to Report Second Quarter 2025 Financial ResultsTuesday August X 2025"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1947699183907180807) 2025-07-22 16:44:06 UTC XXX followers, XXX engagements


"$DAWN at $X is interesting still researching it"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1938647736565538954) 2025-06-27 17:16:53 UTC XXX followers, 1816 engagements


"This is interesting. There was one insider buy from a company called Ai Day1 LLC. Their only position is $DAWN. Very nice web site for looking at insider buys:"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1939440338453823521) 2025-06-29 21:46:24 UTC XXX followers, 1334 engagements


"$DAWN executive leadership sound legit to me"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1939437462918766633) 2025-06-29 21:34:58 UTC XXX followers, 1024 engagements


"Even just the $LMND basic napkin math is nutty: FCF margin = XX% IFP = $XX billion FCF = XX% 10B = 2B Multiple on FCF = XX Valuation= 2B XX = 60B 20x upside"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1944848435745873970) 2025-07-14 19:56:15 UTC XXX followers, 3408 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.]

@BagelC47 Avatar @BagelC47 BagelC47

BagelC47 posts on X about $dawn, dawn, $repl, hedge the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +219%
  • X Month XXXXXXX +205%
  • X Months XXXXXXX +151%
  • X Year XXXXXXX +426%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +101%
  • X Months XXX +82%
  • X Year XXX +276%

Followers: XXX #

Followers Line Chart

  • X Week XXX +0.25%
  • X Month XXX +11%
  • X Months XXX +87%
  • X Year XXX +96%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence cryptocurrencies XXXXX% stocks XXXX% countries XXXX% travel destinations XXXX% technology brands XXXX% finance XXXX%

Social topic influence $dawn 11.86%, dawn 3.39%, $repl 1.69%, hedge 1.69%, stack 1.69%, market cap 1.69%, $idya 1.69%, discount 1.69%, regulatory 1.69%, china XXXX%

Top accounts mentioned or mentioned by @theejavierjr @michelben69 @rklbsfan @biopharmaboi @backpostblunder @bryanjohnson @couchinvestor @mvcinvesting @kylewhitegoat @datadinvesting @pharmdca @wearycenturion @frameworkwisely @mangrowth @biotenic @mattbiotech @joecarlsonshow @yazzdev @uchi_wawa @kdubflipthescrp

Top assets mentioned Dawn Protocol (DAWN) IDEAYA Biosciences, Inc. Common Stock (IDYA) Alphabet Inc Class A (GOOGL) Nebius Group N.V. Class A Ordinary Shares (NBIS) UnitedHealth Group (UNH) Elevance Health Inc (ELV) Centene Corp (CNC) Oscar Health, Inc. (OSCR) Novartis AG (NVS) Progressive Corp (PGR) Lemonade, Inc. (LMND)

Top Social Posts #


Top posts by engagements in the last XX hours

"$DAWN DAY301 is designed to overcome many of the limitations of earlier ADCs that targeted PTK7 such as toxicity limited penetration and drug resistance. Its features from a stable cleavable linker to a high DAR and broad bystander killing potential all point to a well-engineered molecule with strong therapeutic promise. If early clinical data reflect the preclinical success DAY301 could become a first-in-class ADC with meaningful impact across several hard-to-treat cancers"
@BagelC47 Avatar @BagelC47 on X 2025-07-12 18:01:23 UTC XXX followers, 1036 engagements

"Power of immunotherapy in one chart $REPL"
@BagelC47 Avatar @BagelC47 on X 2025-07-09 21:51:55 UTC XXX followers, XXX engagements

"We believe Nebius' talent stack is one of its great competitive edges specifically when compared to CoreWeave whose CEO spent most of his life pre-2017 running a natural gas hedge fund and studying public administration"
@BagelC47 Avatar @BagelC47 on X 2025-07-26 03:38:57 UTC XXX followers, XXX engagements

"$IDYA has an amazing pipeline + ADC but it's already X billion market cap. $DAWN already generating revenue + has a powerful chinese ADC in phase X and trades at half a billion. PTK7 also has broader expression than DLL3. Interestingly both company ADCs are chinese"
@BagelC47 Avatar @BagelC47 on X 2025-07-22 01:58:11 UTC XXX followers, XXX engagements

"Born in Soviet Kazakhstan in 1964 and having studied Applied Mathematics in Moscow Volozh developed and launched the search engine Yandex in 1997 X year before Google did. $NBIS"
@BagelC47 Avatar @BagelC47 on X 2025-07-26 03:36:27 UTC XXX followers, XXX engagements

"@BioPharmaBoi I saw BeiGene already has a competing molecule in blood cancer in phase X. Crowded space. In any case I bought a small amount. It's too exciting not to"
@BagelC47 Avatar @BagelC47 on X 2025-07-18 15:26:29 UTC XXX followers, XX engagements

"$UNH $ELV $CNC $OSCR Why ACA Enrollment Hurts Big Insurers But Not Oscar Health In 2025 the Affordable Care Act (ACA) marketplace reached a record XX million enrollees driven by enhanced federal subsidies. This enrollment boom has had sharply divergent effects on the health insurance sector. While legacy giants like Centene UnitedHealth and Elevance have lowered or withdrawn financial guidance due to surging medical costs Oscar Health has maintained its outlook. This divergence stems from fundamental differences in market exposure business strategy and operational agility especially in"
@BagelC47 Avatar @BagelC47 on X 2025-07-18 18:53:26 UTC XXX followers, 1225 engagements

"Novartis partners with Phase X Partners and institutional investors to help create Mereo BioPharma Group Ltd"
@BagelC47 Avatar @BagelC47 on X 2025-07-17 03:13:50 UTC XXX followers, 1135 engagements

"$DAWN Day One to Report Second Quarter 2025 Financial ResultsTuesday August X 2025"
@BagelC47 Avatar @BagelC47 on X 2025-07-22 16:44:06 UTC XXX followers, XXX engagements

"$DAWN at $X is interesting still researching it"
@BagelC47 Avatar @BagelC47 on X 2025-06-27 17:16:53 UTC XXX followers, 1816 engagements

"This is interesting. There was one insider buy from a company called Ai Day1 LLC. Their only position is $DAWN. Very nice web site for looking at insider buys:"
@BagelC47 Avatar @BagelC47 on X 2025-06-29 21:46:24 UTC XXX followers, 1334 engagements

"$DAWN executive leadership sound legit to me"
@BagelC47 Avatar @BagelC47 on X 2025-06-29 21:34:58 UTC XXX followers, 1024 engagements

"Even just the $LMND basic napkin math is nutty: FCF margin = XX% IFP = $XX billion FCF = XX% 10B = 2B Multiple on FCF = XX Valuation= 2B XX = 60B 20x upside"
@BagelC47 Avatar @BagelC47 on X 2025-07-14 19:56:15 UTC XXX followers, 3408 engagements

creator/x::BagelC47
/creator/x::BagelC47