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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, oscr the most. They currently have XXX followers and XXX 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 +333%
- X Month XXXXXX +255%
- X Months XXXXXXX +58%
- X Year XXXXXXX +302%

### 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)


### 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 +1.40%
- X Month XXX +11%
- X Months XXX +85%
- X Year XXX +100%

### 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)  [finance](/list/finance)  [stocks](/list/stocks) 

**Social topic influence**
[dawn](/topic/dawn), [$dawn](/topic/$dawn), [$repl](/topic/$repl), [oscr](/topic/oscr), [$mreo](/topic/$mreo), [insurance](/topic/insurance), [$oscr](/topic/$oscr), [$fro](/topic/$fro), [$idya](/topic/$idya), [$lfmd](/topic/$lfmd)

**Top assets mentioned**
[Dawn Protocol (DAWN)](/topic/$dawn) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Frontline Ltd. (FRO)](/topic/$fro) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Lemonade, Inc. (LMND)](/topic/$lmnd) [The Root Network (ROOT)](/topic/$root) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Novartis AG (NVS)](/topic/novartis) [UnitedHealth Group (UNH)](/topic/$unh) [Elevance Health Inc (ELV)](/topic/$elv) [Centene Corp (CNC)](/topic/$cnc) [Progressive Corp (PGR)](/topic/$pgr)
### Top Social Posts [#](/creator/twitter::1968732571/posts)
---
Top posts by engagements in the last XX hours

"portfolio: insurance $LMND $OSCR $ROOT inference/training $NBIS med tech $TMDX bio tech core $REPL $DAWN bio tech speculation $VKTX $IOBT $MREO e-health $LFMD"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1940095352339837418) 2025-07-01 17:09:11 UTC XXX followers, XXX engagements


"$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, XXX engagements


"$DAWN is getting more interesting - I'm not sure how I feel about the second drug in their pipeline but the current drug for pediatric low grade glioma which they received AA for is oral hence has potential in margins and scale. Very little revenue growth priced into the stock. Sales are not impressive and stock is not getting much attention"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1939400117716676913) 2025-06-29 19:06:35 UTC XXX followers, 1264 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


"At this rate $REPL might get to $XX before the PDUFA 😆"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1945218420582097181) 2025-07-15 20:26:26 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, 1746 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, 1122 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, XXX engagements


"$DAWN Day One Biopharmaceuticals FIREFLY clinical program centers on tovorafenib (OJEMDA) a once-weekly oral small molecule designed to shut down a faulty growth signal in pediatric brain tumors driven by BRAF mutations"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1940131201978966433) 2025-07-01 19:31:39 UTC XXX followers, XXX 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, 1175 engagements


"$DAWN we continue to see Day One as a compelling under-the-radar story with outsized optionality. We reiterate our Buy and our price target of $36"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1944569770172727523) 2025-07-14 01:28:56 UTC XXX followers, XXX 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, 1138 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


"$REPL 🧬 Efficacy Highlights ORR: XXXX% (RECIST 1.1) CR rate: XXXX% DoR: XXXX months 💥 Overall Survival (OS) 1-year: XXXX% 2-year: XXXX% Median OS: Not reached 🕒 PFS Median: XXX mo Responders: XXXX mo Non-responders: XXX mo 📍 Responses in both injected & non-injected lesions incl. visceral mets"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1943047562501709844) 2025-07-09 20:40:13 UTC XXX followers, XXX engagements


"$DAWN enterprise value currently below peak conservative annual sales: - does not price in frontline expansion - does not price in PTK7"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1944099801932739062) 2025-07-12 18:21:27 UTC XXX followers, XXX engagements


"@TheeJavierJr It feels very mispriced / rock bottom. Risks are it's not. Management hints slow revenue growth is normal in pediatric oncology and will pick up🤞"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1946725020241437026) 2025-07-20 00:13:07 UTC XXX followers, XX engagements


"@bryan_johnson We have this joint called fattys pizza - everyone who tries their pizza is addicted - i can't order then anymore because I will eat literal entire pizzas"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1947001385972904009) 2025-07-20 18:31:18 UTC XXX followers, XXX engagements


"$DAWN The entire antibody enters the cell the X small-molecule drugs are released inside and because they are cell-permeable they can float out and kill neighboring cancer cells. This makes DAY301 especially powerful in heterogeneous tumors where not every cancer cell expresses the same surface proteins"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1944098038227796291) 2025-07-12 18:14:26 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


"@TheeJavierJr $DAWN is cheap and simple and has revenue. 1x ev/sales. Maybe do some DD on that (Nfa). Stay safe"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1946719281275969724) 2025-07-19 23:50:19 UTC XXX followers, XX engagements


"@TheeJavierJr There is also a new drug in the dosing phase called an anti body drug conjugate which could be worth more than the entire piepline. It's speculative but has promise and is not priced into the stock. Nice to have that optionality for free"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1946727543362768918) 2025-07-20 00:23:09 UTC XXX followers, XX 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


"@Biotenic I don't think you've written about $REPL or $DAWN have you"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1943528810479259857) 2025-07-11 04:32:32 UTC XXX followers, XXX engagements


"@MattBiotech Love $IDYA and $REPL. Have you looked into $DAWN or $MREO Different reasons to own them but good picks on their own merit imo"  
![@BagelC47 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1968732571.png) [@BagelC47](/creator/x/BagelC47) on [X](/post/tweet/1946681995217793398) 2025-07-19 21:22:09 UTC XXX followers, XXX engagements