#  @Biotech2k1 Biotech2k Several biotech companies are making progress, including $IDYA, $ZLAB, and $DNLI. $IDYA's data is comparable to $ZLAB's, with a potential advantage in safety, and it is moving up the ranks of investors' lists. $DNLI is also gaining attention, with some investors comparing it to $ALNY, and it has recently been added to some portfolios. ### Engagements: [------] [#](/creator/twitter::1244781749458153480/interactions)  - [--] Week [------] -21% - [--] Month [-------] -11% - [--] Months [---------] +95% - [--] Year [---------] +7.30% ### Mentions: [---] [#](/creator/twitter::1244781749458153480/posts_active)  - [--] Week [---] -20% - [--] Month [---] -9.80% - [--] Months [-----] +53% - [--] Year [-----] +16% ### Followers: [------] [#](/creator/twitter::1244781749458153480/followers)  - [--] Week [------] +0.19% - [--] Month [------] +1% - [--] Months [------] +11% - [--] Year [------] +30% ### CreatorRank: [-------] [#](/creator/twitter::1244781749458153480/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 48.5% [finance](/list/finance) 36.84% [cryptocurrencies](/list/cryptocurrencies) #7136 [countries](/list/countries) 5.64% [technology brands](/list/technology-brands) 3.01% [automotive brands](/list/automotive-brands) 0.75% [currencies](/list/currencies) 0.38% [exchanges](/list/exchanges) 0.38% [financial services](/list/financial-services) 0.38% **Social topic influence** [fintech](/topic/fintech) #40, [$insm](/topic/$insm) #2, [$sofi](/topic/$sofi) #50, [$bbio](/topic/$bbio) #7, [fomo](/topic/fomo) #96, [money](/topic/money) 7.89%, [$upst](/topic/$upst) #20, [$afrm](/topic/$afrm) #5, [stocks](/topic/stocks) #4843, [$prax](/topic/$prax) #3 **Top accounts mentioned or mentioned by** [@winnerinvestor](/creator/undefined) [@jfais20](/creator/undefined) [@aayushtrades](/creator/undefined) [@slk349390919](/creator/undefined) [@iaai79322](/creator/undefined) [@tgod01](/creator/undefined) [@geneinvesting](/creator/undefined) [@ravidhaliw](/creator/undefined) [@tohjah7809](/creator/undefined) [@yaireinhorn](/creator/undefined) [@topsecretstocks](/creator/undefined) [@amheshay](/creator/undefined) [@paulall95402077](/creator/undefined) [@rxvsplacebo](/creator/undefined) [@9parvin9](/creator/undefined) [@cnyren](/creator/undefined) [@hap0606](/creator/undefined) [@jimmycravens21](/creator/undefined) [@khaledsrrr](/creator/undefined) [@dannyquark](/creator/undefined) **Top assets mentioned** [Insmed, Inc. (INSM)](/topic/$insm) [RAI Finance (SOFI)](/topic/$sofi) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Interlay (INTR)](/topic/$intr) [NuCypher (NU)](/topic/$nu) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Chime Financial, Inc (CHYM)](/topic/$chym) [Toast, Inc. (TOST)](/topic/$tost) [Tempus AI, Inc. (TEM)](/topic/$tem) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Immunome, Inc. (IMNM)](/topic/$imnm) [MercadoLibre Inc (MELI)](/topic/$meli) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [The Root Network (ROOT)](/topic/$root) [Life Crypto (LIFE)](/topic/$life) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Klarna Group plc (KLAR)](/topic/$klar) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Lemonade, Inc. (LMND)](/topic/$lmnd) [4 (FOUR)](/topic/$four) [Sea Limited (SE)](/topic/$se) [Helium IOT (IOT)](/topic/$iot) [Chasm (CAI)](/topic/$cai) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [DLocal Limited (DLO)](/topic/$dlo) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [HealthSci.AI (HSAI)](/topic/$hsai) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [ZetaChain (ZETA)](/topic/$zeta) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Snowflake Inc. (SNOW)](/topic/$snow) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Upstream Bio, Inc. (UPB)](/topic/$upb) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Arcutis Biotherapeutics, Inc. (ARQT)](/topic/$arqt) [Datadog Inc (DDOG)](/topic/$ddog) [Zscaler Inc (ZS)](/topic/$zs) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cloudflare, Inc. (NET)](/topic/$net) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) ### Top Social Posts Top posts by engagements in the last [--] hours "I nibbled all my top [--] here a little. I still have my $LABD hedge if we go lower to profit. If the FOMO chasers take us higher I will just make more money when I sell to them later. I make money no matter which way we go. $INSM $BBIO $AXSM $CRNX $CYTK $PTGX $IDYA $COGT & $PRAX. https://twitter.com/i/web/status/2014749068904337763 https://twitter.com/i/web/status/2014749068904337763" [X Link](https://x.com/Biotech2k1/status/2014749068904337763) 2026-01-23T17:16Z 34.2K followers, [----] engagements "Still waiting to short biotech with some $LABD at $130. Eventually this bubble pops. Maybe $LABD becomes my top performing position in [----] like last time" [X Link](https://x.com/Biotech2k1/status/2017196677778547009) 2026-01-30T11:22Z 34.2K followers, [----] engagements "Here is where I stand on Biotech. I nibbled some $INSM and $BBIO. Once they are 7% I am done any buying until the bubble pops. I may do some trades in hot names for easy trading but nothing serious until the froth breaks. If we go higher I buy back $LABD around $XBI $130" [X Link](https://x.com/Biotech2k1/status/2017257197516808638) 2026-01-30T15:22Z 34.2K followers, [----] engagements "I am still waiting to buy some short positions into any rally before the bubble pops. I will use $LABD for bio. I might even hedge other portfolios with $SDS and $SQQQ. I now fear the collapse more than missing out on the mania" [X Link](https://x.com/Biotech2k1/status/2018286937849667976) 2026-02-02T11:34Z 34.2K followers, [----] engagements "Announced positive preliminary 12-week clinical results building on already released 4-week results of ongoing type [--] diabetes study showing that hypoimmune-. https://finance.yahoo.com/news/sana-biotechnology-reports-fourth-quarter-200500692.html https://finance.yahoo.com/news/sana-biotechnology-reports-fourth-quarter-200500692.html" [X Link](https://x.com/Biotech2k1/status/1901753071962611928) 2025-03-17T21:50Z 34.1K followers, [----] engagements "I don't own it but I have $UPB on my watch list. I think the potential for Verekitug could be very big if it continues to work in CRSwNP and works in Asthma and COPD. Its unique approach to TLSP makes it a very interesting target. My valuation model says its still slightly undervalued. https://twitter.com/i/web/status/1982058582888620468 https://twitter.com/i/web/status/1982058582888620468" [X Link](https://x.com/Biotech2k1/status/1982058582888620468) 2025-10-25T12:16Z 34.1K followers, [----] engagements "Put some of the cash I raised yesterday into nibbling $TVTX $PTGX and $UPB. This continues my planned roatation out of more risky speculative names and into more validated names while maintaining my required cash levels" [X Link](https://x.com/Biotech2k1/status/1984254849190645959) 2025-10-31T13:43Z 34.1K followers, [----] engagements "$BMRN was one of my go to rare disease companies along with Alexion. I eventually sold them when gene therapies and gene editing came along and threatened their enzyme business. Looks like this old dog never learned any new tricks" [X Link](https://x.com/Biotech2k1/status/1989670237885563334) 2025-11-15T12:22Z 34.1K followers, [---] engagements "$CPRX has [--] drugs in the pipeline of which all [--] are approved and commercial. All of them only amount to about $600 million sales. I don't anything in the pipeline beyond that. I will pass on that" [X Link](https://x.com/Biotech2k1/status/1989713962036867535) 2025-11-15T15:15Z 34.1K followers, [----] engagements "$JANX is working in T cell engagers. I really don't like this space as they have a lot of toxicity. I will pass on this one" [X Link](https://x.com/Biotech2k1/status/1989751088824946972) 2025-11-15T17:43Z 34.1K followers, [----] engagements "$VRDN is another company working in the FcRn space. They do have some more advanced drugs in the pipeline. I am just not interested in that space after Argenx" [X Link](https://x.com/Biotech2k1/status/1989751798761136335) 2025-11-15T17:46Z 34.1K followers, [----] engagements "$LQDA Notes: Yutrepia is approved in PAH and PH-ILD. The sales are growing strong. The key for them is the patent dispute with United Therapeutics. This could be a huge problem for them if it goes against them. Its a big binary risk. L606 plans to start the pivotal study for PH-ILD in early [----]. I am waiting to see if they add anything new to their pipeline since both their drugs will eventually compete and cannibalize each other. As they generate cash they should be looking to expand the pipeline. https://twitter.com/i/web/status/1993303185864216985" [X Link](https://x.com/Biotech2k1/status/1993303185864216985) 2025-11-25T12:58Z 34.1K followers, [----] engagements "$RELY is a fintech company worth a look. It has higher than market growth at 18% that could reaccelerate with new products and it trades at below intrinsic value. I haven't done a lot of DD but worth a look" [X Link](https://x.com/Biotech2k1/status/2005605287080976535) 2025-12-29T11:42Z 34.1K followers, [----] engagements "Remember that fund that was dumb enough to short $PRAX Praxis Precision Medicines Announces the FDA Has Granted Breakthrough Therapy Designation for Ulixacaltamide HCl in Essential Tremor https://finance.yahoo.com/news/praxis-precision-medicines-announces-fda-130000595.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/praxis-precision-medicines-announces-fda-130000595.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr" [X Link](https://x.com/Biotech2k1/status/2005627313887789094) 2025-12-29T13:09Z 34.1K followers, [----] engagements "Here is a key example why many investor lose money investing. I bought $HSAI at $20. I calculated its intrinsic value at around $22. Today it trades at over $25. A large premium to its valuation while having these enhanced risks: Cayman Islands company WFOE structure VIE structure On US list of companies restricted for ties to Chinese Military. What much to you think the risks are priced into a stock trading at $3 above its actual valuation https://twitter.com/i/web/status/2008572418206425222 https://twitter.com/i/web/status/2008572418206425222" [X Link](https://x.com/Biotech2k1/status/2008572418206425222) 2026-01-06T16:12Z 34.1K followers, [----] engagements "My JPM Dance Card: $INSM = Jan [--] @ [--] pm EST $BBIO = Jan [--] @ 10:30 am EST $AXSM = N/A $CRNX = Jan [--] @ 12:45 pm EST $CYTK = Jan [--] @ 12: [--] pm EST $PTGX = N/A $IDYA = Jan [--] @ 6:45 pm EST $COGT= Jan [--] @ 11:15 am EST $PRAX = N/A $NAMS = N/A" [X Link](https://x.com/Biotech2k1/status/2008877888159002878) 2026-01-07T12:26Z 34.1K followers, [----] engagements "Sold all of my $TVTX as part of my exits strategy. I don't mind avoiding the big binary risk of approval next week for FSGS" [X Link](https://x.com/Biotech2k1/status/2008992617397449111) 2026-01-07T20:02Z 34.1K followers, [----] engagements "I am really starting to like $MSFT copilot more and more for stock research when set to "Smart" level. I ran a conversation with it today and it was very helpful. My first question was I liked $SOFI and $CHYM but was concerned about Sofi getting half its revenues from high risk unsecure personal loans while $CHYM does almost as much growth without any of that risk. It broke down the high risk of the Sofi portfolio of loans as I suspected and said it offered more growth but higher risk if anything goes wrong with the credit cycle. After looking at the risk vs reward I opted to go with $CHYM as" [X Link](https://x.com/Biotech2k1/status/2009034692201414758) 2026-01-07T22:49Z 34.1K followers, [----] engagements "@topsecretstocks I have $INSM $BBIO $AXSM $CRNX $CYTK $PTGX $IDYA $COGT and $PRAX. Those are my top names personally" [X Link](https://x.com/Biotech2k1/status/2009628663940317610) 2026-01-09T14:09Z 34.1K followers, [----] engagements "I sold all of $IMNM as part of my exit strategy today into the pop. I like the company but I think its gets too much hype being the old Seattle Genetics management team. It trades at a premium which it may not have earned yet. I might come back into the next biotech bear market. https://twitter.com/i/web/status/2009638460999524773 https://twitter.com/i/web/status/2009638460999524773" [X Link](https://x.com/Biotech2k1/status/2009638460999524773) 2026-01-09T14:48Z 34.1K followers, [----] engagements "I sold $XENE as part of my exit strategy. I had a tough debate about this vs $NAMS for my [--] position in my top [--] but I wanted variety and I already had $PRAX" [X Link](https://x.com/Biotech2k1/status/2009642110639808776) 2026-01-09T15:03Z 34.1K followers, [----] engagements "I sold out of $LQDA today as part of my exit strategy. I like the company but the pipeline is way to small. I get all of their indications and so much more for $INSM. That and still has the patent risk" [X Link](https://x.com/Biotech2k1/status/2009647091610730886) 2026-01-09T15:22Z 34.1K followers, [----] engagements "$INSM is probably the single best biotech company on the planet right now. This is a Charlie Munger like company" [X Link](https://x.com/Biotech2k1/status/2009944564560474407) 2026-01-10T11:05Z 34.1K followers, [----] engagements "Valuation for my Top 10: This is ahead of JPM so I may update again after" [X Link](https://x.com/Biotech2k1/status/2009966888948826385) 2026-01-10T12:33Z 34.1K followers, [----] engagements "https://finance.yahoo.com/news/praxis-precision-medicines-enters-next-130000208.html https://finance.yahoo.com/news/praxis-precision-medicines-enters-next-130000208.html" [X Link](https://x.com/Biotech2k1/status/2010705221006098625) 2026-01-12T13:27Z 34.1K followers, [----] engagements "Bought a starter in $MDGL today. Not sure if this is a longer term investment or a trade. If the market bubble goes on I might just trade it for now" [X Link](https://x.com/Biotech2k1/status/2010742623850668390) 2026-01-12T15:56Z 34.1K followers, [----] engagements "I don't think $PRAX was at JPM this year but they did drop a press release update and a new slide deck. They are talking $20 billion in peak sales across all [--] drugs. The new pipeline slide also have some new preclinical targets listed. https://investors.praxismedicines.com/static-files/b0f54629-7ba2-4c7f-8937-748a70341fe7 https://investors.praxismedicines.com/static-files/b0f54629-7ba2-4c7f-8937-748a70341fe7" [X Link](https://x.com/Biotech2k1/status/2011031129734987999) 2026-01-13T11:02Z 34.1K followers, [----] engagements "Nibbled some $INSM and $BBIO after JPM to keep them at my top positions. I added a little $MDGL on dip below $500. Also bought back a starter in $APGE as its the [--] company I sold on way up that I regret selling" [X Link](https://x.com/Biotech2k1/status/2011137288051560935) 2026-01-13T18:04Z 34.1K followers, [----] engagements "I found [--] companies to listen to today with $MIRM and $LQDA presenting today. I am looking for others" [X Link](https://x.com/Biotech2k1/status/2011401440317866123) 2026-01-14T11:34Z 34.1K followers, [----] engagements "Post JPM Biotech Report: Gonna give you my thoughts on my top [--] companies after doing all the JPM presentations. $INSM: I was blown away with their sales in Brinsupri for Q4. I think they will do over $1 billion in [----] sales for that drug alone. They are adding a ton of cool new stuff to the pipeline across all [--] of their focus areas. Bill Lewis presented like a boss. If biotech crashes again I would go 10% to 15% into this name if it got really cheap. $BBIO: I was very impressed with their continued sales of Attruby. They are firing on all cylinders with their [--] late stage programs int ADH1" [X Link](https://x.com/Biotech2k1/status/2011497358802968610) 2026-01-14T17:55Z 34.1K followers, 28.3K engagements "I sold all of my $ARQT today into the rally. This was part of my original plan to sell down to a Top [--] by $XBI $130. That plan is still ongoing. I like the company but I rather be in cash at these valuations" [X Link](https://x.com/Biotech2k1/status/2011527639107059740) 2026-01-14T19:55Z 34.1K followers, [----] engagements "My Top 10: This is updated for after JPM but it hasn't changed in a long time. I have [--] companies that I am happy with but I am prepared to go down to [--] if things get too bubbly in biotech. [--]. $INSM [--]. $BBIO [--]. $AXSM [--]. $CRNX [--]. $CYTK [--]. $PTGX [--]. $IDYA [--]. $COGT [--]. $PRAX [--]. $NAMS I think every one of these companies could hit $5 billion or more in peak sales. They are all special in their space of the science. They all come with best in class or first in class assets. https://twitter.com/i/web/status/2011571678112071826 https://twitter.com/i/web/status/2011571678112071826" [X Link](https://x.com/Biotech2k1/status/2011571678112071826) 2026-01-14T22:50Z 34.1K followers, 10.5K engagements "In Search of Value in Biotech: One thing I do is value biotech companies. I also believe in the Margin of Safety. Here is my price levels where each company becomes cheap enough to be safe for me to do any serious buying. Margin of Safety is 20% below valuation as that offset any potential mistakes or enthusiasm in the numbers. $INSM = $148.80 $BBIO = $73.60 $AXSM = $158.40 $MDGL = $504.00 right around here $CRNX = $56 right around here $CYTK = $68.00 slightly cheap $PTGX = $78.40 $IDYA = $51.20 still very cheap $COGT = $53.60 still very cheap $PRAX = $323 still cheap $NAMS = $48.80 still" [X Link](https://x.com/Biotech2k1/status/2011574488912347435) 2026-01-14T23:01Z 34.1K followers, [----] engagements "@bipeps A few look cheap like $CRNX $PRAX $IDYA & $COGT" [X Link](https://x.com/Biotech2k1/status/2012112718166102140) 2026-01-16T10:40Z 34.1K followers, [---] engagements "$INSM Updated Profile: Updated for post JPM update on 1/16/26 Insmed Management: Intro to Management: I started following this company over a year ago so I am very confident in this management team. They are a very strong management team with solid skills at managing all aspects of the company. There are a few key areas of business that I think any management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. So far the company has advanced Arikayce and" [X Link](https://x.com/Biotech2k1/status/2012158436356612505) 2026-01-16T13:42Z 34.1K followers, [----] engagements "Top [--] Profiles Updated: This will be my post JPM updates" [X Link](https://x.com/Biotech2k1/status/2012158706725642668) 2026-01-16T13:43Z 34.1K followers, 10.4K engagements "$INSM: https://x.com/Biotech2k1/status/2012158436356612505 https://x.com/Biotech2k1/status/2012158436356612505" [X Link](https://x.com/Biotech2k1/status/2012158708327879058) 2026-01-16T13:43Z 34.1K followers, [----] engagements "$BBIO Updated Profile: This is updated for post JPM on 1/16/26 Bridge Bio Management: Intro to Management: I have been following this company for over a year now and I am very impressed with the quality of management. I think they have done an outstanding job at building the company and executing on clinical trials. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. They advanced one drug all the" [X Link](https://x.com/Biotech2k1/status/2012166406368842155) 2026-01-16T14:13Z 34.1K followers, [----] engagements "$AXSM Updated Profile: Updated for post JPM update on 1/17/26. Asxome Management: Intro to Management: I have been following the company for over a year now. I have been impressed with their management team thus far but my concerns are with execution risk with so many programs going on at one time. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. This company has advanced several drugs from" [X Link](https://x.com/Biotech2k1/status/2012497062378578316) 2026-01-17T12:07Z 34.1K followers, [----] engagements "I just saw my first Bronchiectasis commercial from $INSM today" [X Link](https://x.com/Biotech2k1/status/2013034880926392444) 2026-01-18T23:44Z 34.1K followers, [----] engagements "$PRAX Updated Profile: Updated for post JPM on 1/20/26 Praxis Management: Intro to Management: I have only been following this company for about a year now and I think they are doing a great job so far. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: The first is they need to be able to navigate the clinical trial process. They just had two successful phase [--] data read outs in Essential Tremor for Ulixacaltamide and won Breakthrough Therapy designation. They have three" [X Link](https://x.com/Biotech2k1/status/2013574713100882053) 2026-01-20T11:29Z 34.1K followers, [----] engagements "$PRAX: https://x.com/Biotech2k1/status/2013574713100882053 https://x.com/Biotech2k1/status/2013574713100882053" [X Link](https://x.com/Biotech2k1/status/2013574877400236526) 2026-01-20T11:30Z 34.1K followers, [----] engagements "$NAMS: https://x.com/Biotech2k1/status/2013585425395339484 https://x.com/Biotech2k1/status/2013585425395339484" [X Link](https://x.com/Biotech2k1/status/2013585606148857940) 2026-01-20T12:13Z 34.1K followers, [----] engagements "I think the most undervalued company I own after my JPM updated numbers is $PRAX and closely followed by $COGT. There are still some values in biotech. You just have to watch out for the highly pumped bubble stocks everyone is piling into over buyout rumors. Those are dangerous if they don't get a buyer as they are vastly over valued. Its a buyer beware market for biotech. That is why I am shopping elsewhere while taking profits in biotech. I go where there is value. https://twitter.com/i/web/status/2013979929503818055 https://twitter.com/i/web/status/2013979929503818055" [X Link](https://x.com/Biotech2k1/status/2013979929503818055) 2026-01-21T14:20Z 34.1K followers, [----] engagements "@EpicCharting My valuation numbers put $PRAX around $500 and $COGT at around $60. I could be off but I am usually not that far off" [X Link](https://x.com/Biotech2k1/status/2014054508058345965) 2026-01-21T19:16Z 34.1K followers, [---] engagements "I made a decision on my South America portfolio. I search for as much as I could going over every public company I could find in that region. I only found [--] companies that met my level of growth and value. Instead of buying companies I do not like to fill out a portfolio I will just own those [--] companies. I might find more later. I am going with $MELI $NU $INTR and $DLO. They are all Fintech companies. I could not even find a strong growth Tech company from South America that trades in the US. https://twitter.com/i/web/status/2014303048932184403" [X Link](https://x.com/Biotech2k1/status/2014303048932184403) 2026-01-22T11:44Z 34.1K followers, [----] engagements "I was hoping to be down to my Top [--] by now with biotech. It still didn't take too long for me to go over all my company's and check for any updates since the JPM call. Nothing I didn't already know from press releases. I still need to see earnings from $BBIO to get all the details on their debt for my valuation. https://twitter.com/i/web/status/2015037696821919975 https://twitter.com/i/web/status/2015037696821919975" [X Link](https://x.com/Biotech2k1/status/2015037696821919975) 2026-01-24T12:23Z 34.1K followers, [----] engagements "@jimmycravens21 $CHYM has 30% growthand doesn't hold a single loan" [X Link](https://x.com/Biotech2k1/status/2015057934451986501) 2026-01-24T13:43Z 34.1K followers, [---] engagements "This is what you call the pump and dump going into JPM. Some big fund stirred up rumors to profit from the excitement. Real buyouts don't come from rumors. You just wake up one morning to find a company bought out. $RVMD A very rare case in biotech M&A. [--]. At first @WSJ said $ABBV will buy it but $ABBV denied it immediately which didn't happen very often that a BP clearly denied a buyout rumor especially in such a short period of time. [--]. Only one day later @FT said $MRK is actually https://t.co/AFDTqKMkzn $RVMD A very rare case in biotech M&A. [--]. At first @WSJ said $ABBV will buy it but" [X Link](https://x.com/Biotech2k1/status/2015743652979437935) 2026-01-26T11:08Z 34.1K followers, 19.7K engagements "I ran the numbers toady and for the 5th time I used AI to model intrinsic value for all Fintech companies on my list. All of them come up over and over again as under valued except [--] names. $SOFI $AFRM and $LMND are insanely bubbly. They seem to be cult stocks and can not be invested in unless they crash. The rest are very nicely valued and can be bought. They are: $NU = $22 $CHYM = $44 $ROOT = $120 $SEZL = $88 $FOUR = $110 $TOST = $40 $PGY = $40 $UPST = $45 $FUTU = $200 $SE = $170 $GRAB $6.50 $INTR = $25 and $DLO = $22.50. There are some variances between my conservative estimates and the" [X Link](https://x.com/Biotech2k1/status/2015782036804383229) 2026-01-26T13:41Z 34.1K followers, [----] engagements "Started positions in $SEZL & $TOST for my fintech portfolio. Its only space right now cheap enough to be worth buying" [X Link](https://x.com/Biotech2k1/status/2015838997835046957) 2026-01-26T17:27Z 34.1K followers, [----] engagements "@aayushtrades @jfais20 Insmed has best in class its just longer to get to market" [X Link](https://x.com/Biotech2k1/status/2015884169394389050) 2026-01-26T20:26Z 34.1K followers, [---] engagements "@AmheShay @jfais20 @aayushtrades Absolutely. I sold $LQDA and bought more $INSM" [X Link](https://x.com/Biotech2k1/status/2015904247632494854) 2026-01-26T21:46Z 34.1K followers, [---] engagements "@tgod01 @AmheShay @jfais20 @aayushtrades Since I am up over 100% in $INSM you would think if the data were better for $LQDA I would have been eager to sell for a huge profit and buy the cheaper company. The data told me I had to do the opposite. That isn't bias. Its following the "facts"" [X Link](https://x.com/Biotech2k1/status/2015913873816138023) 2026-01-26T22:24Z 34.1K followers, [----] engagements "Added some $TOST today for my Fintech portfolio" [X Link](https://x.com/Biotech2k1/status/2016165988622844350) 2026-01-27T15:06Z 34.1K followers, [----] engagements "People keep telling me that I just don't understand the data between $LQDA Yutrepia and $INSM TPIP. I am not a biased person. I compare data and I buy the company that has the best of breed data. I could have bought either company. It didn't matter to me. So I ran this same analysis through [--] of the top Generative AI models and here are the results. Not a single one of them disagreed with my assessment. https://twitter.com/i/web/status/2016235627071602777 https://twitter.com/i/web/status/2016235627071602777" [X Link](https://x.com/Biotech2k1/status/2016235627071602777) 2026-01-27T19:43Z 34.1K followers, [----] engagements "@PaulAll95402077 @tgod01 @rxVsPlacebo My DCA for $INSM is still $75 so no. I clearly sold the weaker company and put that cash into the stronger company into the pullback" [X Link](https://x.com/Biotech2k1/status/2016271309202694527) 2026-01-27T22:05Z 34.1K followers, [---] engagements "@tgod01 @PaulAll95402077 @rxVsPlacebo If I remember correctly I recall both $LQDA and $INSM management saying that PAH is the bigger indications because it also requires far more dosing which translates to 3x or 4x the cost per annum per patient. There are more metrics in the TAM than just the amount of patients" [X Link](https://x.com/Biotech2k1/status/2016282030632300695) 2026-01-27T22:47Z 34.1K followers, [---] engagements "@GeneInvesting I will completely admit that Attruby sales are currently blowing away the $0 sales of Intellia. Its up over 100% since I first bought it. Some people need to be right. I just love to make money" [X Link](https://x.com/Biotech2k1/status/2016315764500734397) 2026-01-28T01:01Z 34.1K followers, [---] engagements "I want to ask my friend @topsecretstocks about $SERV. I came across this name last night. It seem very early and more speculative that I would normally go after. I would a second opinion on it" [X Link](https://x.com/Biotech2k1/status/2016520461446762865) 2026-01-28T14:35Z 34.1K followers, [----] engagements "I nibbled some $INSM & $BBIO as I would still like to get them to 7% positions as my Top [--] positions" [X Link](https://x.com/Biotech2k1/status/2016529371666776255) 2026-01-28T15:10Z 34.1K followers, [----] engagements "@KhaledsRRR Not sure what $RXRX had to do with anything" [X Link](https://x.com/Biotech2k1/status/2017201261435641981) 2026-01-30T11:40Z 34.1K followers, [---] engagements "Updating my Biotech a second time today. Since we got below $125 on $XBI I wanted to get my stocks to 45% weighting. I nibbled more $INSM and $BBIO to get those 7% positions. Then I added some $IMNM and $XENE back as starter positions. I sold my $BND which caused all my position to increase in size. This is where I will end this week. https://twitter.com/i/web/status/2017325857040220184 https://twitter.com/i/web/status/2017325857040220184" [X Link](https://x.com/Biotech2k1/status/2017325857040220184) 2026-01-30T19:55Z 34.1K followers, [----] engagements "$XENE Updated Profile: Updated for post JPM on 1/30/26. This is my first profile written with AI so let me know what you think. Xenon Management: Intro to Management: I have been closely monitoring the company for nearly a year which has allowed me to gain a thorough understanding of the business and its management. The company's performance appears satisfactory thus far although further time will be required to confirm long-term viability. In my opinion certain core business areas necessitate demonstrated management expertise to establish a successful enduring biotechnology enterprise." [X Link](https://x.com/Biotech2k1/status/2017374923321123267) 2026-01-30T23:10Z 34.1K followers, [----] engagements "I built a NotebookLM for $INSM over the weekend to test it out. I uploaded all my files for the company along with the annual report and the JPM slide show. I then asked it to generate me a profile the company using my profile as a template. This is what I got. Management Profile Insmed is led by a strong management team with demonstrated expertise in clinical development regulatory navigation and commercial execution. Under the leadership of William H. Lewis (Chairman and CEO) the company has successfully advanced two drugs Arikayce and Brinsupri through the full development cycle into" [X Link](https://x.com/Biotech2k1/status/2018304354738909515) 2026-02-02T12:43Z 34.1K followers, [----] engagements "I am gonna work on building more of my Notebooklm nltebooks today for my top [--] names. I dont want to build any for companies I will probably sell. Then I will see what kind of Profiles the AI can generate for me. I posted the results from my $INSM yesterday" [X Link](https://x.com/Biotech2k1/status/2018639054208954622) 2026-02-03T10:53Z 34.1K followers, [----] engagements "$BBIO Notebooklm Profile: BridgeBio Pharma Inc. Profile BridgeBio is a biopharmaceutical company founded in [----] to discover create test and deliver transformative medicines for genetic diseases. The company focuses on genetic diseases because they exist at the intersection of high unmet patient need and tractable biology. Management BridgeBio utilizes a decentralized R&D approach paired with a centralized infrastructure for economies of scale such as commercial operations. Leadership Team: Founded by Dr. Neil Kumar (CEO) the team consists of experienced drug discoverers and innovators." [X Link](https://x.com/Biotech2k1/status/2018643873984045080) 2026-02-03T11:12Z 34.1K followers, [----] engagements "$INSM Notebooklm Profile: Insmed Management Profile Insmed is led by a strong management team with demonstrated expertise in clinical development regulatory navigation and commercial execution. Under the leadership of William H. Lewis (Chairman and CEO) the company has successfully advanced two drugs Arikayce and Brinsupri through the full development cycle into commercial sales. Management has proven its clinical prowess by delivering best-in-class Phase [--] data for TPIP in PAH and PH-ILD and is actively expanding into new therapeutic pillars like Immunology & Inflammation and Neuro & Other" [X Link](https://x.com/Biotech2k1/status/2018644608666796205) 2026-02-03T11:15Z 34.1K followers, [----] engagements "My Notebooklm Profiles: These are created by AI from all my notes" [X Link](https://x.com/Biotech2k1/status/2018647053522681970) 2026-02-03T11:25Z 34.1K followers, [----] engagements "$INSM: https://x.com/Biotech2k1/status/2018644608666796205 https://x.com/Biotech2k1/status/2018644608666796205" [X Link](https://x.com/Biotech2k1/status/2018647055137427570) 2026-02-03T11:25Z 34.1K followers, [---] engagements "$XBI nearly hit $130 and I missed shorting it At least I loaded up on cheap Fintech. I am sure I will get a chance to short it later" [X Link](https://x.com/Biotech2k1/status/2018708941287342452) 2026-02-03T15:31Z 34.1K followers, [----] engagements "Nibbled some $SOFI now that its down 5% from where I first bought some yesterday. Still my smallest fintech position but also the only one that trade way above my valuation. I also nibbled some more $LIFE. Still a small position but building it as it goes lower" [X Link](https://x.com/Biotech2k1/status/2018746811918553163) 2026-02-03T18:02Z 34.1K followers, [----] engagements "I did a little buying on my Tech portfolio adding to $ZETA $TEM $SYM $IOT and $INOD" [X Link](https://x.com/Biotech2k1/status/2018752534316200238) 2026-02-03T18:24Z 34.1K followers, [----] engagements "Typical P/S for #Fintech is 5x to 7x. Most fintech right now are less tan 5x except [--]. They are $LMND at absurd 10x $SOFI at bubbly 8x and $AFRM at 6.3x. Affirm is back to within range but still significantly higher than the rsst. The next in line is $SEZL at 5x" [X Link](https://x.com/Biotech2k1/status/2018811944673902691) 2026-02-03T22:20Z 34.1K followers, [----] engagements "$IDYA Notebooklm Profile: Ideaya Based on your provided outline and the source materials here is a comprehensive profile of IDEAYA Biosciences a precision medicine oncology company committed to developing targeted therapeutics using molecular diagnostics. Management and Strategic Execution The management team is led by Founder and CEO Yujiro S. Hata who is supported by a team of experienced drug development professionals and a renowned Scientific Advisory Board that includes thought leaders like Dr. William Sellers. Key leadership additions include Stu Dorman who joined as Chief Commercial" [X Link](https://x.com/Biotech2k1/status/2019016570509435190) 2026-02-04T11:53Z 34.1K followers, [----] engagements "$COGT: https://x.com/Biotech2k1/status/2019022706230845507 https://x.com/Biotech2k1/status/2019022706230845507" [X Link](https://x.com/Biotech2k1/status/2019022851584446511) 2026-02-04T12:18Z 34.1K followers, [----] engagements "$PRAX Notebooklm Profile: Praxis Management Profile Praxis is led by a team with significant experience in the life sciences and financial sectors. Marcio Souza serves as President and Chief Executive Officer bringing business and leadership experience from previous roles at PTC Therapeutics NPS Pharmaceuticals and Sanofi Genzyme. Timothy Kelly the Chief Financial Officer previously held leadership positions at Foundation Medicine and Roche. Alex Nemiroff the General Counsel was a co-founder and CEO of RogCon Inc. which focuses on SCN2A-related disorders. The management team has demonstrated" [X Link](https://x.com/Biotech2k1/status/2019025905662689656) 2026-02-04T12:31Z 34.1K followers, [----] engagements "$PRAX: https://x.com/Biotech2k1/status/2019025905662689656 https://x.com/Biotech2k1/status/2019025905662689656" [X Link](https://x.com/Biotech2k1/status/2019026172395565379) 2026-02-04T12:32Z 34.1K followers, [----] engagements "This is something I have been very verbal about for Gene Editing for more than a year now. Just because it is cool science does not mean it will be profitable. One of the most accurate descriptions of the unbearable situation - in which many Gene Therapies and CRISPR Gene Editing therapies fail to reach patients only due to economical and regulatory hurdles 🧵👇 can be found in this statement - which was made during the recent FDA's https://t.co/7ij5KyMcjg One of the most accurate descriptions of the unbearable situation - in which many Gene Therapies and CRISPR Gene Editing therapies fail to" [X Link](https://x.com/Biotech2k1/status/2019053349614616826) 2026-02-04T14:20Z 34.1K followers, [----] engagements "I nibbled a little more $LIFE at $11.60. That leaves me [--] more buy before I finish off my starter position. Then all I have left is to add some $AFRM after it clears earnings tomorrow. That will get me to about 17% stock in my fintech. Then I want to wait to see if it goes lower to around $20 on $FINX before I add more. https://twitter.com/i/web/status/2019092435742126539 https://twitter.com/i/web/status/2019092435742126539" [X Link](https://x.com/Biotech2k1/status/2019092435742126539) 2026-02-04T16:55Z 34.1K followers, [----] engagements "When you see the headline to the right on Today's News about $SOFI down 20% on the week you finally understand why I am buying a starter position. The stocks down about 37% from the peak. I still don't think its cheap but its a solid long term investment. Some concerns in the earnings the fans are not talking about. The lower interest rates are starting to compress their net interest margin as they can't charge those lofty 10% to 14% rates on those unsecure personal loans like they use to. Still nearly 60% of their earnings depends on driving growth from that easy money high risk income" [X Link](https://x.com/Biotech2k1/status/2019127958620058059) 2026-02-04T19:16Z 34.1K followers, [----] engagements "Looks like the bubbly Space stocks are making some re-entry today. I think they have a long way down before the splash down to any realistic value. I think most of them are just people parking money into a theme ahead of a SpaceX IPO. At some point I think they flame out" [X Link](https://x.com/Biotech2k1/status/2019130224244584584) 2026-02-04T19:25Z 34.1K followers, [----] engagements "Take some quick easy wins here to pad my success rate and balance sheet at the expense of momo chasers. Got a quick and easy 3.8% in $CYBR on the day trade" [X Link](https://x.com/Biotech2k1/status/2019145121913049268) 2026-02-04T20:24Z 34.1K followers, [----] engagements "As always I invest in bear markets like Fintech but I only trade bubbles like Tech and Biotech right now. I call it my smash and grab trading. Buy a dip wait for a quick profit and then sell into the rips. That way I don't own too much when the bottom falls out. A year or [--] from now Fintech will be back and at new highs and I can sell some for profits like I did with Biotech last year. https://twitter.com/i/web/status/2019158919453552737 https://twitter.com/i/web/status/2019158919453552737" [X Link](https://x.com/Biotech2k1/status/2019158919453552737) 2026-02-04T21:19Z 34.1K followers, [----] engagements "@9parvin9 Fintech is hated enough to be worth investing in now" [X Link](https://x.com/Biotech2k1/status/2019159358651981903) 2026-02-04T21:21Z 34.1K followers, [--] engagements "FOMO money keeps rushing to buy every dip just to get slammed with more selling. Eventually they will be exhausted an all we will get is capitulation" [X Link](https://x.com/Biotech2k1/status/2019401341882495412) 2026-02-05T13:22Z 34.1K followers, [----] engagements "Something new I used AI to do today. I fed in all the company tickers for all my holdings and asked the AI to analyze what attributes about companies seems to attract me. Then I asked it to build me a profile of those attributes so I can use it to screen for new companies in the future" [X Link](https://x.com/Biotech2k1/status/2019405242287206796) 2026-02-05T13:38Z 34.1K followers, [----] engagements "Your Investing Profile: [--] Core Attributes You Consistently Seek in Companies [--]. HighGrowth Revenue Trajectory Youre drawn to companies with 20%+ revenue growth often much higher. Biotech: INSM BBIO CYTK CRNX Fintech: SOFI AFRM FOUR TOST Tech: ZETA IOT International: MELI NU SE You like businesses that are expanding fast and still have long runways. [--]. Large Underpenetrated Markets You consistently choose companies attacking huge TAMs: Rare disease and immunology (INSM BBIO CYTK CRNX PTGX PRAX COGT IDYA) Digital banking and payments (SOFI NU AFRM KLAR FOUR TOST) AIdriven enterprise software" [X Link](https://x.com/Biotech2k1/status/2019407830667644945) 2026-02-05T13:48Z 34.1K followers, [----] engagements "Added some $LIFE at $12.28 to finish off that starter position. I have [--] buy left that I can do for $AFRM but obviously waiting for after earnings tonight. Rather pay up for good earnings that buy now and get wrecked bad earnings" [X Link](https://x.com/Biotech2k1/status/2019427510413561863) 2026-02-05T15:06Z 34.1K followers, [----] engagements "I add [--] names to my Tech portfolio to bring it up to [--] total companies. I waited a long time for a pull back of this magnitude to grab some of them. If they go lower I will add more. If they get too bubbly again I will gladly take profits. I added $SNOW $CRWD $NET $DDOG and $ZS to my portfolio along with $ZETA $TEM $SYM $IOT and $INOD. That gives me a good blend of big cap and small cap tech. https://twitter.com/i/web/status/2019473994529837560 https://twitter.com/i/web/status/2019473994529837560" [X Link](https://x.com/Biotech2k1/status/2019473994529837560) 2026-02-05T18:11Z 34.1K followers, [----] engagements "FOMO buyers rushing in right on que. Glad I did some buying so I have stocks to dump on them after they run stocks back up. I now have [--] biotech [--] tech and [--] Fintech stocks I can sell to them as we go higher" [X Link](https://x.com/Biotech2k1/status/2019490352751653079) 2026-02-05T19:16Z 34.1K followers, [----] engagements "Glad I bought a bunch buying done yesterday. Now I have a ton of stocks to dump into the FOMO bounce" [X Link](https://x.com/Biotech2k1/status/2019727722050888071) 2026-02-06T10:59Z 34.1K followers, [----] engagements "@WinnerInvestor Not even close. $SOFI's intrinsic value is around $13.50 to $15. The bubble still has not fully popped" [X Link](https://x.com/Biotech2k1/status/2019728055862952059) 2026-02-06T11:01Z 34.1K followers, [---] engagements "The momo money rushing back into $SNOW $CRWD $NET $DDOG and $ZS. This is what I did into the crash in [----]. I loaded up on the bubbly fan favs rode them up 30% and then sold them all for easy money. Back to do it again. This is how easy it is to make money into the mania of bubbles. https://twitter.com/i/web/status/2019734017239572904 https://twitter.com/i/web/status/2019734017239572904" [X Link](https://x.com/Biotech2k1/status/2019734017239572904) 2026-02-06T11:24Z 34.1K followers, [----] engagements "@WinnerInvestor That is not how you value companies. Its all priced in and still over valued by a good 20% to 30%. The problem isn't the stock price. The issue is investors don't know how to value companies. No disrespect but they don't and that is the problem. At least until it pops" [X Link](https://x.com/Biotech2k1/status/2019735109545656721) 2026-02-06T11:29Z 34.1K followers, [--] engagements "Nibbled some $AFRM at $56.30" [X Link](https://x.com/Biotech2k1/status/2019789099851252175) 2026-02-06T15:03Z 34.1K followers, [----] engagements "I am home and ready to sell stocks to anyone willing to chase the bubbly fomo. Let me go through my buys from yesterday and see what I can flip for a quick gain" [X Link](https://x.com/Biotech2k1/status/2019796784017510843) 2026-02-06T15:34Z 34.1K followers, [----] engagements "Sofi charges 1% on crypto transactions vs .25% for Kraken or .5% for Coinbase. Plus they hose you with a price spread for transactions You would have to be and Idiot to use @SoFi crypto. I have been doing crypto for many years and this is a money making scheme. No serious crypto investor would pay those absurd prices. https://twitter.com/i/web/status/2019802549327446505 https://twitter.com/i/web/status/2019802549327446505" [X Link](https://x.com/Biotech2k1/status/2019802549327446505) 2026-02-06T15:57Z 34.1K followers, [----] engagements "$SNOW looks to be approaching my sale price for a quick flip into the fomo" [X Link](https://x.com/Biotech2k1/status/2019804848880066913) 2026-02-06T16:06Z 34.1K followers, [----] engagements "For this model we assume: Revenue growth: 30% (near-term) slowing to 20% then 1012% in later years Free cash flow margin: improves gradually toward 1215% of revenue Terminal growth: 3% perpetual growth WACC: 18% (higher risk discount) Discounting future cash flows at 18% materially reduces the present value of later earnings relative to lower discount rates. 💰 Estimated Present Value of Future Cash Flows Projecting SoFis cash flows out [---] years with those assumptions and discounting at 18% we get: ComponentEstimated Present ValueFree Cash Flows (explicit years)$2.0$2.5 billionTerminal Value" [X Link](https://x.com/Biotech2k1/status/2019812039141523532) 2026-02-06T16:34Z 34.1K followers, [--] engagements "@RaviDhaliw Still doesn't justify the absurd valuation for $LMND" [X Link](https://x.com/Biotech2k1/status/2019895267084881987) 2026-02-06T22:05Z 34.1K followers, [---] engagements "One thing I debated is increasing position limits in my top conviction stocks. They are the companies who have multiple successful late stage and commercial programs. If biotech ever had another crash I could see $INSM at 15% and $BBIO at 10%. $AXSM still has to show some of its drugs can be better as Sunosi and Symbravo are a bust. https://twitter.com/i/web/status/2020165291779428482 https://twitter.com/i/web/status/2020165291779428482" [X Link](https://x.com/Biotech2k1/status/2020165291779428482) 2026-02-07T15:58Z 34.1K followers, [----] engagements "I just ran a complex prompt through [--] different AI models. I asked for them to build me a table with all [--] of my fintech names on it. Then I asked it to create a column on the table showing each of Growth CAGR Profit Margin Debt Level and Intrinsic Value. The only AI model to complete the entire table was Google AI Studio. Microsoft Copilot was missing 90% of the data. Grok was a close 2nd missing all the CAGR info and half the intrinsic valuation. https://twitter.com/i/web/status/2020294398186254794 https://twitter.com/i/web/status/2020294398186254794" [X Link](https://x.com/Biotech2k1/status/2020294398186254794) 2026-02-08T00:31Z 34.1K followers, [----] engagements "@anthonynoto 1% fee on buying and selling is absurd. You can get .25% on other exchanges" [X Link](https://x.com/Biotech2k1/status/2020570231307989056) 2026-02-08T18:47Z 34.1K followers, [---] engagements "@DannyQuark I have been investing in Fintech for over a decade. I have made money off it. I think its like biotech. It only makes sense to those who learn the tech" [X Link](https://x.com/Biotech2k1/status/2020880855384649955) 2026-02-09T15:21Z 34.1K followers, [--] engagements "I bought it because I wanted to see how they do. I have no opinions until companies show me what they can do but $SOFI and $AFRM are completely different business. Only $UPST has a similar focus. Now I have to see $UPST earnings to see if this issue is related to just $PGY or Credit Tech as a whole. https://twitter.com/i/web/status/2020881587664040334 https://twitter.com/i/web/status/2020881587664040334" [X Link](https://x.com/Biotech2k1/status/2020881587664040334) 2026-02-09T15:24Z 34.1K followers, [---] engagements "@9parvin9 Also biggest bubble in all fintech" [X Link](https://x.com/Biotech2k1/status/2020994482712502533) 2026-02-09T22:53Z 34.1K followers, [--] engagements "3 days since I bought my trading positions. I will be out of the [--] tech positions today. I fear it could be just a dead cat bounce for the mania. I don't want to ride my winning trades back down" [X Link](https://x.com/Biotech2k1/status/2021159404167450889) 2026-02-10T09:48Z 34.1K followers, [----] engagements "Once I get these tech companies sold I can jump on biotech and sell something there into the fomo. I got [--] trading stock in that space to sell" [X Link](https://x.com/Biotech2k1/status/2021242647168299502) 2026-02-10T15:19Z 34.1K followers, [----] engagements "Now I am bouncing between biotech app and fintech app to see who I can sell to first lol" [X Link](https://x.com/Biotech2k1/status/2021246874628337962) 2026-02-10T15:36Z 34.1K followers, [----] engagements "@TaxiBiotech I would say near fraud based on the fact this scientist had like [--] different companies that wasted billions upon billions of investor money just to go broke over and over again" [X Link](https://x.com/Biotech2k1/status/2021261240425660450) 2026-02-10T16:33Z 34.1K followers, [---] engagements "@WinnerInvestor DCF for $UPST is $49 and $SOFI is about $20 at best" [X Link](https://x.com/Biotech2k1/status/2021338206382538805) 2026-02-10T21:39Z 34.1K followers, [---] engagements "@WinnerInvestor Your looking at EPS and Revenues. Valuation goes off Cash Flow" [X Link](https://x.com/Biotech2k1/status/2021359538969117064) 2026-02-10T23:04Z 34.1K followers, [--] engagements "Buffet would say buy what others are despondently selling and sell what others are euphorically buying. I think the pendulum has swung for biotech. Just a year ago biotech was broadly out of favor while capital flowed aggressively into fintech and large-cap technology. Today were seeing the opposite: fintech stocks trading near 52-week lows many technology names down 3050% and renewed enthusiasmarguably frothin biotech. As a long-term investor I aim to reduce exposure to sectors that have become overly loved and add to high-quality companies operating in areas the market has largely" [X Link](https://x.com/Biotech2k1/status/2022275620542063012) 2026-02-13T11:44Z 34.2K followers, [----] engagements "I had some time last night and I didn't have my annual reports with me so I decided to look at $ONC. This is the old BiGene which changed its name to BeOne Medicines. It moved it headquarters to Switzerland. Now it only gets 31% of its revenues from China. I think it looks like a decent biotech company. It has 20% revenue growth. It does look expensive along with all biotech. Its clearly no longer a China play. I removed it from my China focus list. https://twitter.com/i/web/status/2001973360146669659 https://twitter.com/i/web/status/2001973360146669659" [X Link](https://x.com/Biotech2k1/status/2001973360146669659) 2025-12-19T11:10Z 34.2K followers, [----] engagements "I made a list of the cheapest Fintech companies based on Price to Sales as that is a good way to value them. The average range is 5x to 7x. I have several companies cheaper and a few that are bubbly. $ROOT .88x $FOUR 1.54x $PGY 1.57x $TOST 3.73x $KLAR 3.76x $SE 3.9x $MELI 4.01x $CHYM 4.84x $UPST 5.03x $GRAB 6.17x $NU 7.6x $AFRM 7.65x $SOFI 9.86x $LMND 11.79x $HOOD 25x https://twitter.com/i/web/status/2011464750614364214 https://twitter.com/i/web/status/2011464750614364214" [X Link](https://x.com/Biotech2k1/status/2011464750614364214) 2026-01-14T15:45Z 34.2K followers, [----] engagements "$GRAB earnings was a little light on revenues and so was guidance. The long term guidance still looks good to me. Very profitable company that can spend on growth and buy back stock" [X Link](https://x.com/Biotech2k1/status/2021715272042689017) 2026-02-11T22:37Z 34.2K followers, [----] engagements "I am always looking for great ideas. Give me your best biotech idea" [X Link](https://x.com/Biotech2k1/status/1982128315574915218) 2025-10-25T16:53Z 34.1K followers, 15.3K engagements "I sold $VKTX as part of my exit strategy today. It is a poorly run company which has [--] great asset which it can never seem to develop correctly. The only way this does well is if some big pharma is desperate enough to buy them" [X Link](https://x.com/Biotech2k1/status/1996623665174401131) 2025-12-04T16:52Z 34.1K followers, [----] engagements "Here is my new Financials portfolio which was my old Aerospace portfolio which got too bubbly. I am highly focused on smaller South America companies that could have significant growth and good valuations. I think $ITUB and $BAP are cheap. $NU is not cheap but it has 30% growth so it is expensive. https://twitter.com/i/web/status/1999190727637504244 https://twitter.com/i/web/status/1999190727637504244" [X Link](https://x.com/Biotech2k1/status/1999190727637504244) 2025-12-11T18:53Z 34.1K followers, [----] engagements "I finished my DD on $NU $ITUB and $BAP. I think one of these companies could be the next mega bank or financial institution the likes of a Citibank or JPM coming out of South America" [X Link](https://x.com/Biotech2k1/status/1999547669056795045) 2025-12-12T18:31Z 34.1K followers, [----] engagements "As I rotate out of bubbly biotech I plan to sell $ZLAB along with many other biotech names. This isn't a change in my belief that China could be a huge opportunity for the future. I am building an entire China focused portfolio. I just haven't gotten to the point to do the DD yet as I am still doing the DD on my South American portfolio. I do have [--] name in that portfolio that I like with $PDD $BILI $FUTU $XPEV and $HSAI. I might add or remove some later as I do get time to do deep dives into the science and technology. I could eventually put $ONC or $ZLAB into that China focused portfolio" [X Link](https://x.com/Biotech2k1/status/2001294971920437291) 2025-12-17T14:14Z 34.1K followers, [----] engagements "#10 $MIRM: This is a newer company for me working in the rare disease space. I think they could have [--] blockbuster drugs in their pipeline. The recently bought Bluejay bio for about $630 million. I think that they grossly over paid but will have to wait and see. I tried to crunch the number to figure out what the company's value would be after the merger and got to about $90. I had to make a lot of assumptions about stock dilution. This company is on my list to be sold when the $XBI hits $130. I will gladly take my profits up there as I am not overly impressed with this buyout." [X Link](https://x.com/Biotech2k1/status/2002358769016008787) 2025-12-20T12:41Z 34.1K followers, [---] engagements "#11 $ARQT: I really like this company but they only have [--] real drug. That makes it super risky as they may never develop another successful drug. Only time will tell. I do think its undervalued. My numbers show the company is worth $51. That is why I bought them. I do have them on my list of companies to be sold when the $XBI hits $130. I would gladly take my profits there and lower my risk. https://twitter.com/i/web/status/2002359393761853750 https://twitter.com/i/web/status/2002359393761853750" [X Link](https://x.com/Biotech2k1/status/2002359393761853750) 2025-12-20T12:44Z 34.1K followers, [---] engagements "I found my 4th tech name as I try to build that portfolio focusing on long term growth fundamentals and value. Today I will be doing my research on $IOT. I use to own the as part of a tech portfolio in early [----] but sold when they all had a massive run. Now it looks cheap again. https://twitter.com/i/web/status/2006723554289623534 https://twitter.com/i/web/status/2006723554289623534" [X Link](https://x.com/Biotech2k1/status/2006723554289623534) 2026-01-01T13:45Z 34.1K followers, [----] engagements "$APGE data tells me $PTGX needs an oral IL-13 to go with their oral IL-23 & IL-17. Another space rupe for disruption by oral" [X Link](https://x.com/Biotech2k1/status/2008503234072371571) 2026-01-06T11:37Z 34.2K followers, [----] engagements "I would challenge anyone to give me [--] quality biotech company that isn't and overhyped bubble at this point" [X Link](https://x.com/Biotech2k1/status/2008691363299152275) 2026-01-07T00:05Z 34.1K followers, 14.8K engagements "$KLAR up 7% I assume on the Credit Card cap news over the weekend. I am in the belief that BNPL will replace credit cards for many generations in the future who are more money savy. The credit card issue is just going to accelerate that trend. $AFRM is great but bubbly with value at $45. $KLAR is great and still cheap with value around $40. https://twitter.com/i/web/status/2010680732834844807 https://twitter.com/i/web/status/2010680732834844807" [X Link](https://x.com/Biotech2k1/status/2010680732834844807) 2026-01-12T11:50Z 34.2K followers, [----] engagements "@glp_invest I have $TEM and $CAI and waiting to see which one develops as the leader. If I am lucky they both might" [X Link](https://x.com/Biotech2k1/status/2011054115846308293) 2026-01-13T12:33Z 34.2K followers, [---] engagements "Do you realize that $CAI had 113% revenue growth YOY in Q3. Based on price to sales its trading at same valuation as $TEM. One of the reasons I bought them for my AI portfolio. They are both using Genomics data and AI to drive innovation in healthcare and drug development" [X Link](https://x.com/Biotech2k1/status/2011055135959515337) 2026-01-13T12:38Z 34.2K followers, [----] engagements "@CNyren I try to keep up with them" [X Link](https://x.com/Biotech2k1/status/2011113880664092718) 2026-01-13T16:31Z 34.2K followers, [---] engagements "Bought a starter in $APGE today. I think this is the one company that I sold into the rally that I regret selling. I have a valuation around $98 and its at $78. Its the most early stage company I currently own but I like the data so far" [X Link](https://x.com/Biotech2k1/status/2011137763903709317) 2026-01-13T18:06Z 34.1K followers, [----] engagements "I have [--] companies in my Tech portfolio using AI in healthcare with $TEM and $CAI. They are in there with other innovators driving AI application. I went over both calls yesterday from JPM. Then I ran a head to head comparison through the AI. I came way thinking I liked $TEM better as they seem to be using AI more with their huge data set. Interestingly the AI runs both liked $CAI better on the financials and value. I think they are both great choices. I just know its going to take much longer for me to figure out which is the best of breed company in this space. If they both turn out to be" [X Link](https://x.com/Biotech2k1/status/2011434405496041672) 2026-01-14T13:45Z 34.2K followers, [----] engagements "I started a position in $PGY for my Fintech portfolio. I put it in there with $CHYM $KLAR $ROOT $FOUR and $UPST. I need to take time to do my full DD though" [X Link](https://x.com/Biotech2k1/status/2011447569986265318) 2026-01-14T14:37Z 34.2K followers, [----] engagements "The AI Healthcare Battle Royal: There are [--] companies I really love deploying AI applications in Healthcare with $TEM and $CAI. Both of these companies are in the diagnostics space. I bought both of them and spent a ton of time doing deep dives to include their JPM presentations. Both take in diagnostics data for analysis and diagnosis build data bases and use Machine Learning to mine that data for application in the drug discovery space by licensing data access to biotech companies. I chose to pick $TEMS over $CAI for a couple of reasons. I think they are using AI more completely and deeply" [X Link](https://x.com/Biotech2k1/status/2012219740614164689) 2026-01-16T17:45Z 34.1K followers, [----] engagements "Its been a month since I started my Asia portfolio so I added a little to my positions. I added to $FUTU $SE $GRAB $HSAI and $XPEV" [X Link](https://x.com/Biotech2k1/status/2012260952654114910) 2026-01-16T20:29Z 34.1K followers, [----] engagements "I nibbled some $CHYM $KLAR and $PGY today. That is only things that looked cheap enough to nibble so far" [X Link](https://x.com/Biotech2k1/status/2013688986611413400) 2026-01-20T19:04Z 34.1K followers, [----] engagements "@KT77678594 Most Fintech are if you avoid the bubbly cult stocks. I bought some $CHYM $KLAR $ROOT $FOUR & $PGY. I think $TOST & $UPST are good value. $SE & $GRAB in Asia are cheap. $MELI $NU & $DLO from LatAm look fairly valued" [X Link](https://x.com/Biotech2k1/status/2013724683284218208) 2026-01-20T21:25Z 34.1K followers, [---] engagements "I sold $CAI from my tech portfolio on the bounce back today to clear that out. I took a small loss on that one but I have my portfolio cut down to my final [--] now" [X Link](https://x.com/Biotech2k1/status/2014068168508006755) 2026-01-21T20:10Z 34.1K followers, [----] engagements "So far I absolutely love my Asia portfolio now with $FUTU $SE $GRAB $HSAI and $XPEV. I found [--] very high growth companies that have the potential to become something great. I am still working on South America. I have [--] solid Fintech companies there now with $MELI $NU $INTR and $DLO. I would really like to find one more fintech or tech for that portfolio to finish it off. I am happy with my Tech portfolio now as I got [--] names there all focused on AI with $ZETA $TEM $SYM $IOT and $INOD. That one is very solid. I also have [--] companies in my Fintech portfolio now with $CHYM $KLAR $ROOT $FOUR and" [X Link](https://x.com/Biotech2k1/status/2014097310104289610) 2026-01-21T22:06Z 34.1K followers, [----] engagements "If you are thinking about what you can sell into this biotech bubble I have some ideas for you on what might be risky. There are entire areas of biotech where the science is weak and the profitability is questionable. Places like Gene Editing where delivery kills patients due to liver tox and costs to much to be acceptable to insurers. There are areas like Gene Therapies where they kill patients with over dosing of AAV vectors that cause liver tox or cytokine storms. Then there are cell therapies which are just disastrous. There are hundreds of companies all competing for the same few" [X Link](https://x.com/Biotech2k1/status/2014728438133801304) 2026-01-23T15:54Z 34.2K followers, [----] engagements "If I include all my Fintech companies to include South America and Asia I think I am now following about [--] Fintech companies. They are: $SOFI Neobank US $CHYM Neobank US $NU Neobank South America $AFRM BNPL US $KLAR BNPL mostly Europe $LMND Insurtech P&C $ROOT Insurtech Auto $LIFE Insurtech Life $FOUR POS global $TOST POS restaurant $PGY Creditech $UPST Creditech $MELI Marketplace South America $SE Marketplace Asia $GRAB Delivery Asia $FUTU Investing Asia and global $DLO Payments South America I got one more I plan to get into Monday. https://twitter.com/i/web/status/2015092270362698031" [X Link](https://x.com/Biotech2k1/status/2015092270362698031) 2026-01-24T16:00Z 34.1K followers, [----] engagements "@slk349390919 $SOFI $13.50 $CHYM $40 $AFRM $50 $KLAR $40 $SEZL $70 $LMND $50 $ROOT $120 $FOUR $110 $TOST $35 $PGY $40 $UPST $45" [X Link](https://x.com/Biotech2k1/status/2015741582947778987) 2026-01-26T11:00Z 34.1K followers, [---] engagements "@aayushtrades @jfais20 If they lose the patent they could be prevented from selling the drug or end up paying massive payments and royalties to $UTHR. Everyone seems very quick to dismiss the risk" [X Link](https://x.com/Biotech2k1/status/2015880870855426090) 2026-01-26T20:13Z 34.1K followers, [---] engagements "I nibbled some $IOT for my Tech portfolio today" [X Link](https://x.com/Biotech2k1/status/2016172888835960899) 2026-01-27T15:34Z 34.1K followers, [----] engagements "@LQDA_Bull1 @AnnaFlorcia Market isnt wrong as Yuptrepia is better than $UTHR and all it cares about is right now. When phase [--] data happens for TPIP it could be a very different story as $LQDA dropped 30% just on the phase [--] data" [X Link](https://x.com/Biotech2k1/status/2016206661837299837) 2026-01-27T17:48Z 34.1K followers, [---] engagements "I nibbled some $UPST at $41.75 today to add to my Fintech. I have only been doing small nibbles so far as I think the $FINX could retest its [--] week low around $25 so I want to wait and buy more cheaper across all fintech" [X Link](https://x.com/Biotech2k1/status/2016905313291522407) 2026-01-29T16:04Z 34.1K followers, [----] engagements "$FINX hit $27.40 today with Fintech being one of the cheapest and most beaten down sectors of the market. I would love to see it at $25 to start doing more buying. At that point I would go 25% stocks. A retest of the big low around $20 would take me to 75% stock. Like when Biotech was at $XBI $65 I will cast a wide net and cut rhe weaker names into next bull market. Avoiding bubbly $SOFI till at least $18 and $AFRM at $55. $LMND is still too stupid at an all time high and value at $50. https://twitter.com/i/web/status/2017018418382111177 https://twitter.com/i/web/status/2017018418382111177" [X Link](https://x.com/Biotech2k1/status/2017018418382111177) 2026-01-29T23:33Z 34.1K followers, [----] engagements "Now I am back to [--] biotechs. I could add a few more if we continue lower. My strategty is to balance cash deployment to existing top [--] and some companies I liked but sold to meet cash. That way I can keep my cash % linked to $XBI. I added back $XENE & $IMNM. I would consider $APGE later if we pull back more. https://twitter.com/i/web/status/2017348927977050453 https://twitter.com/i/web/status/2017348927977050453" [X Link](https://x.com/Biotech2k1/status/2017348927977050453) 2026-01-30T21:27Z 34.2K followers, [----] engagements "$IMNM after JPM:" [X Link](https://x.com/Biotech2k1/status/2017362054231810246) 2026-01-30T22:19Z 34.1K followers, [----] engagements "$XENE: https://x.com/Biotech2k1/status/2017374923321123267 https://x.com/Biotech2k1/status/2017374923321123267" [X Link](https://x.com/Biotech2k1/status/2017375102564753816) 2026-01-30T23:11Z 34.1K followers, [----] engagements "$IMNM Updated Profile: Updated for post JPM on 1/31/26. This is my second profile written with AI so let me know what you think. Immunome Dated 1/31/2026 Management: Intro to Management: My observation period for this company has been brief. However I am familiar with the management team from a prior investment in Seattle Genetics. I believe a successful long-term biotechnology company requires its management to demonstrate expertise in several critical business areas. Clinical Development: The organization requires expertise in advancing pharmaceuticals through the clinical development" [X Link](https://x.com/Biotech2k1/status/2017564100633448653) 2026-01-31T11:42Z 34.2K followers, [----] engagements "$IMNM: https://x.com/Biotech2k1/status/2017564100633448653 https://x.com/Biotech2k1/status/2017564100633448653" [X Link](https://x.com/Biotech2k1/status/2017564493283316136) 2026-01-31T11:43Z 34.2K followers, [----] engagements "Looking through the top [---] of the $XBI looking for ideas and I come across $SLNO. I have always dismissed it because it only has a single drug. I stopped to look at them today. They have [--] drug for PWS. This could have peak sales of about $2.5 billion. It is just going commercial so has it approved. It still trades at less than 1x peak sales with a market cap of $2.07 billion. This is a company that could triple just to be reasonably priced. I don't own it but it could be something you might want to dig deeper on. https://twitter.com/i/web/status/2017575411886989686" [X Link](https://x.com/Biotech2k1/status/2017575411886989686) 2026-01-31T12:27Z 34.2K followers, [----] engagements "$BBIO: https://x.com/Biotech2k1/status/2018643873984045080 https://x.com/Biotech2k1/status/2018643873984045080" [X Link](https://x.com/Biotech2k1/status/2018647056949432755) 2026-02-03T11:25Z 34.1K followers, [----] engagements "$AXSM Notebooklm Profile: Axsome Management Axsome Therapeutics is led by Founder CEO and Chairman Herriot Tabuteau M.D. alongside a leadership team with deep industry experience from firms like Goldman Sachs Pfizer and Merck. Management has demonstrated significant expertise in clinical and regulatory development successfully advancing Auvelity Sunosi and Symbravo from Phase [--] through to commercial launch and FDA approval. The company is currently managing several concurrent late-stage programs including the recently submitted sNDA for Auvelity in Alzheimers disease (AD) agitation and an NDA" [X Link](https://x.com/Biotech2k1/status/2018651859842367956) 2026-02-03T11:44Z 34.2K followers, [----] engagements "$AXSM: https://x.com/Biotech2k1/status/2018651859842367956 https://x.com/Biotech2k1/status/2018651859842367956" [X Link](https://x.com/Biotech2k1/status/2018652043700040072) 2026-02-03T11:45Z 34.1K followers, [---] engagements "Axsome Therapeutics (AXSM) Reports 66% Revenue Growth in FY2025 Beats Analyst Estimates https://finance.yahoo.com/news/axsome-therapeutics-axsm-reports-66-115508453.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/axsome-therapeutics-axsm-reports-66-115508453.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr" [X Link](https://x.com/Biotech2k1/status/2018660989332582812) 2026-02-03T12:20Z 34.2K followers, [----] engagements "I added to most of my Fintech names this morning with $CHYM $KLAR $LIFE $ROOT $FOUR $TOST $PGY and $UPST. I have an open order for $SEZL if it gets to my price. I did not add to $SOFI as that stock is too meme to sell off. I might sell it into the pop and replace it with a more rational fintech name. https://twitter.com/i/web/status/2018706982203478434 https://twitter.com/i/web/status/2018706982203478434" [X Link](https://x.com/Biotech2k1/status/2018706982203478434) 2026-02-03T15:23Z 34.2K followers, [----] engagements "I will be fully honest. If $AFRM keeps pulling back while $SEZL rallies I may use that as an opportunity to swap them in my portfolio. Sezzle has more growth but also more risk at Affirm has big partnerships and other services" [X Link](https://x.com/Biotech2k1/status/2018717503917117471) 2026-02-03T16:05Z 34.2K followers, [----] engagements "I plan to finish the last of my notebooks for my biotech companies tomorrow. I am not going to do any for $NAMS $XENE or $IMNM as they are my sale list if this bubble continues higher" [X Link](https://x.com/Biotech2k1/status/2018824167798579509) 2026-02-03T23:09Z 34.2K followers, [----] engagements "I bought a starter in $CYBR for my tech portfolio. Its still expensive but it has come down enough to start averaging down into any crash" [X Link](https://x.com/Biotech2k1/status/2019063668193755385) 2026-02-04T15:01Z 34.2K followers, [----] engagements "I added a little $SOFI at $21.31 and some more $LIFE at $12. Once I get Sofi Ethos and Affirm balance with other positions I will stop buying Fintech until I see if we get closer to $20 on the $FINX ETF. I am capping myself at 25% stock in Fintech for now" [X Link](https://x.com/Biotech2k1/status/2019065583413723624) 2026-02-04T15:08Z 34.2K followers, [----] engagements "If we pop from here I am just going to turn $CYBR into a good trade as its already up 3% from this morning. Even after being beaten down its valuation is absurd" [X Link](https://x.com/Biotech2k1/status/2019079084655935857) 2026-02-04T16:02Z 34.2K followers, [----] engagements "Here is my Tech portfolio which is at its minimum 10% position in stocks. $CYBR may become just a trade depending on how the market behaves" [X Link](https://x.com/Biotech2k1/status/2019113302547165321) 2026-02-04T18:18Z 34.2K followers, [----] engagements "Here is my Fintech portfolio. Its up to about 16% stock now after the crash. I have enough cash for a few moves before I would have to sell some bonds. I would only do that if $FINX got closer to $20" [X Link](https://x.com/Biotech2k1/status/2019116411776618652) 2026-02-04T18:30Z 34.1K followers, [----] engagements "$FINX retested the [----] low today around $24.27. The big quest now is will it hold there to retest it bear market low of $18.16. That would be another 26% decline. Another reason I am cautious as I build my positions" [X Link](https://x.com/Biotech2k1/status/2019207228230889875) 2026-02-05T00:31Z 34.1K followers, [----] engagements "$FINX looks to be breaking down which means a trip to $20 or lower could be coming for the sector. Time for me to wait for better prices. I am still only about 17% stock in that portfolio but I am not selling bonds unless it gets too cheap to avoid" [X Link](https://x.com/Biotech2k1/status/2019430311411741032) 2026-02-05T15:18Z 34.2K followers, [----] engagements "Bought a starter in $APGE for a 3rd trading position. Gives me more to sell when the FOMO money rushes into biotech" [X Link](https://x.com/Biotech2k1/status/2019434097391858133) 2026-02-05T15:33Z 34.2K followers, [----] engagements "Here is where I stand with [--] trading positions to sell into the mania of the get rich quick buyout coming tomorrow biotech crowd. I added $APGE today for another trading position" [X Link](https://x.com/Biotech2k1/status/2019437111091528114) 2026-02-05T15:45Z 34.2K followers, [----] engagements "I nibbled some $INSM $BBIO $PTGX $IDYA $COGT and $PRAX today. Not quite to $XBI $120 yet but I am getting closer to my cash level for that target" [X Link](https://x.com/Biotech2k1/status/2019499733681611071) 2026-02-05T19:53Z 34.1K followers, [----] engagements "@andrzej_kalupa I bought yesterday. It had to do with Pfizer patents in Europe. Little effect for $BBIO" [X Link](https://x.com/Biotech2k1/status/2019734637988434011) 2026-02-06T11:27Z 34.1K followers, [---] engagements "Still trying to figure out why anyone is paying 10x sales for $LMND which still has not turned a profit vs 2.5x sales for $LIFE and .5x sales for $ROOT which are already profitable" [X Link](https://x.com/Biotech2k1/status/2019807548644393409) 2026-02-06T16:17Z 34.2K followers, [----] engagements "@iaai79322 No. I consider is fairly valued. Maybe closer to cheap side now. My value is about $4.50" [X Link](https://x.com/Biotech2k1/status/2019919856473178392) 2026-02-06T23:43Z 34.1K followers, [--] engagements "So far [--] Fintech companies reported. $SOFI and $AFRM did outstanding while $PGY sucked. I added more to my $SOFI and $AFRM as they are the winners. I am not going to pretend like they are cheap. Even after this sell off these cult stocks are a good 30% overvalued. I will set a cap on my positions size until the bubble in them pops. Then I will build a bigger position. https://twitter.com/i/web/status/2020874121622491624 https://twitter.com/i/web/status/2020874121622491624" [X Link](https://x.com/Biotech2k1/status/2020874121622491624) 2026-02-09T14:55Z 34.2K followers, [----] engagements "I was hoping $XBI would get to $140 before earnings so I could dump [--] more stocks down to top [--] and focus on sectors worth buying. Sell bubbles and buy value put me in sell mode for the bubbly $XBI but a buyer for cheap $FINX sector" [X Link](https://x.com/Biotech2k1/status/2020975619362914730) 2026-02-09T21:38Z 34.2K followers, [----] engagements "$FINX dead cat bounce or bottom Too early to call it. I am buying winners into dips. I am saving the losers to dump when we get back to the highs for this sector. Same playbook just a different sector" [X Link](https://x.com/Biotech2k1/status/2020976581821485181) 2026-02-09T21:42Z 34.2K followers, [----] engagements "$DDOG sold for a quick easy 18% in [--] days. Easy money" [X Link](https://x.com/Biotech2k1/status/2021236004678406243) 2026-02-10T14:53Z 34.1K followers, [----] engagements "Sold $SNOW for fast easy 15.5% gain in [--] day. I love easy money" [X Link](https://x.com/Biotech2k1/status/2021239323970977927) 2026-02-10T15:06Z 34.2K followers, [----] engagements "Sold $NET for a fast easy 7.5% in [--] days. Got [--] more to sell but I need more fomo chaser to push them up first" [X Link](https://x.com/Biotech2k1/status/2021240833563857340) 2026-02-10T15:12Z 34.1K followers, [----] engagements "Fintech popping like the rest of the bubbly market. I am gonna go sell something there to take advantage of it in case this is just a dead cat bounce" [X Link](https://x.com/Biotech2k1/status/2021245946542047740) 2026-02-10T15:32Z 34.1K followers, [----] engagements "Sold $CRWD and $ZS here. They were about flat but that gets me out of the bubbly tech stocks with a great profit in just a few days. FOMO money is easy money" [X Link](https://x.com/Biotech2k1/status/2021246670961365154) 2026-02-10T15:35Z 34.1K followers, [----] engagements "@DefinitelyJason I set up a notebook for each company and standardized how I name the imported annual reports slide decks and my reports/valuation. That make it easier for me to ask the AI to operations without constantly trying to figure out what files I am working with" [X Link](https://x.com/Biotech2k1/status/2021313702251663734) 2026-02-10T20:01Z 34.1K followers, [--] engagements "If I had to pick [--] companies right now as best in class for each sector I love to follow here would be my picks. Biotech: $INSM/ $BBIO Fintech: $SOFI/ $AFRM Tech: $TEM/ $SYM South America: $MELI/ $NU Asia $SE/ $FUTU" [X Link](https://x.com/Biotech2k1/status/2021320130408358224) 2026-02-10T20:27Z 34.1K followers, [----] engagements "Nibbled some $INSM and $BBIO. I will keep buying these [--] until big pharma wises up and buys them. That or they make me rich" [X Link](https://x.com/Biotech2k1/status/2021321173913555161) 2026-02-10T20:31Z 34.2K followers, [----] engagements "$UPST with very strong numbers and very strong guidance. The publishing the monthly numbers is huge help. I think the CEO transition will be good for them long term" [X Link](https://x.com/Biotech2k1/status/2021334843616088222) 2026-02-10T21:25Z 34.2K followers, [----] engagements "@WinnerInvestor" [X Link](https://x.com/Biotech2k1/status/2021339560387674494) 2026-02-10T21:44Z 34.1K followers, [--] engagements "Promoting $UPST to a core position. I will fill it out tomorrow" [X Link](https://x.com/Biotech2k1/status/2021342071278485519) 2026-02-10T21:54Z 34.2K followers, [----] engagements "This is newest one I did yesterday with best numbers to try to justify the price. Key AssumptionsDiscount Rate (WACC): 10% (based on cost of equity 14.9% from beta of [----] risk-free rate 4% market premium 5%; adjusted down for growth potential and weighted with low debt ratio of 7%). High-Growth Period: [--] years (20262030) with FCF growing at 25% annually (aligned with analyst revenue/EPS growth estimates of 2128% near-term tapering). Terminal Growth Rate: 4% (conservative long-term GDP + inflation proxy for a mature fintech). Shares Outstanding: [----] billion (latest data as of early 2026)." [X Link](https://x.com/Biotech2k1/status/2021348724908175620) 2026-02-10T22:21Z 34.1K followers, [---] engagements "@WinnerInvestor 4% is terminal value not growth" [X Link](https://x.com/Biotech2k1/status/2021350681756696765) 2026-02-10T22:28Z 34.1K followers, [--] engagements "@WinnerInvestor Hood is valued at 5x Sofi and all it offers is Crypto. Un oh" [X Link](https://x.com/Biotech2k1/status/2021351366170640785) 2026-02-10T22:31Z 34.1K followers, [---] engagements "@WinnerInvestor Maybe because its missing the spreeadseet in the middle" [X Link](https://x.com/Biotech2k1/status/2021354753394135427) 2026-02-10T22:45Z 34.1K followers, [--] engagements "@WinnerInvestor Its [--] years. @grok give us an intrinsic valued model for $SOFI" [X Link](https://x.com/Biotech2k1/status/2021355441293492475) 2026-02-10T22:47Z 34.1K followers, [---] engagements "@WinnerInvestor The one thing we wont disagree on is the fundamentals of $SOFI. I love the comments on Crypto adoption. There fees are too high though. I still opened an account with them. I want some SofiUSD just to have some" [X Link](https://x.com/Biotech2k1/status/2021360473942392982) 2026-02-10T23:07Z 34.1K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Biotech2k1 Biotech2k
Several biotech companies are making progress, including $IDYA, $ZLAB, and $DNLI. $IDYA's data is comparable to $ZLAB's, with a potential advantage in safety, and it is moving up the ranks of investors' lists. $DNLI is also gaining attention, with some investors comparing it to $ALNY, and it has recently been added to some portfolios.
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Social Influence
Social category influence stocks 48.5% finance 36.84% cryptocurrencies #7136 countries 5.64% technology brands 3.01% automotive brands 0.75% currencies 0.38% exchanges 0.38% financial services 0.38%
Social topic influence fintech #40, $insm #2, $sofi #50, $bbio #7, fomo #96, money 7.89%, $upst #20, $afrm #5, stocks #4843, $prax #3
Top accounts mentioned or mentioned by @winnerinvestor @jfais20 @aayushtrades @slk349390919 @iaai79322 @tgod01 @geneinvesting @ravidhaliw @tohjah7809 @yaireinhorn @topsecretstocks @amheshay @paulall95402077 @rxvsplacebo @9parvin9 @cnyren @hap0606 @jimmycravens21 @khaledsrrr @dannyquark
Top assets mentioned Insmed, Inc. (INSM) RAI Finance (SOFI) BridgeBio Pharma, Inc. Common Stock (BBIO) Upstart Holdings, Inc. (UPST) Affirm Holdings, Inc. (AFRM) Praxis Precision Medicines, Inc. (PRAX) Interlay (INTR) NuCypher (NU) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Axsome Therapeutics, Inc (AXSM) Cogent Biosciences, Inc. Common Stock (COGT) Chime Financial, Inc (CHYM) Toast, Inc. (TOST) Tempus AI, Inc. (TEM) Liquidia Corporation Common Stock (LQDA) Immunome, Inc. (IMNM) MercadoLibre Inc (MELI) Protagonist Therapeutics, Inc (PTGX) IDEAYA Biosciences, Inc. Common Stock (IDYA) Xenon Pharmaceuticals Inc (XENE) The Root Network (ROOT) Life Crypto (LIFE) Grab Holdings Limited Class A Ordinary Shares (GRAB) Klarna Group plc (KLAR) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) Apogee Therapeutics, Inc. (APGE) Lemonade, Inc. (LMND) 4 (FOUR) Sea Limited (SE) Helium IOT (IOT) Chasm (CAI) Crinetics Pharmaceuticals, Inc. (CRNX) DLocal Limited (DLO) Sezzle Inc. Common Stock (SEZL) Symbotic Inc. Class A Common Stock (SYM) Cytokinetics Inc. (CYTK) HealthSci.AI (HSAI) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) ZetaChain (ZETA) CyberArk Software Ltd. (CYBR) Snowflake Inc. (SNOW) United Therapeutics, Corp. (UTHR) Upstream Bio, Inc. (UPB) Travere Therapeutics, Inc. Common Stock (TVTX) Mirum Pharmaceuticals, Inc. Common Stock (MIRM) Arcutis Biotherapeutics, Inc. (ARQT) Datadog Inc (DDOG) Zscaler Inc (ZS) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Archer Aviation Inc. (ACHR) Joby Aviation, Inc. (JOBY) Recursion Pharmaceuticals, Inc. (RXRX)
Top Social Posts
Top posts by engagements in the last [--] hours
"I nibbled all my top [--] here a little. I still have my $LABD hedge if we go lower to profit. If the FOMO chasers take us higher I will just make more money when I sell to them later. I make money no matter which way we go. $INSM $BBIO $AXSM $CRNX $CYTK $PTGX $IDYA $COGT & $PRAX. https://twitter.com/i/web/status/2014749068904337763 https://twitter.com/i/web/status/2014749068904337763"
X Link 2026-01-23T17:16Z 34.2K followers, [----] engagements
"Still waiting to short biotech with some $LABD at $130. Eventually this bubble pops. Maybe $LABD becomes my top performing position in [----] like last time"
X Link 2026-01-30T11:22Z 34.2K followers, [----] engagements
"Here is where I stand on Biotech. I nibbled some $INSM and $BBIO. Once they are 7% I am done any buying until the bubble pops. I may do some trades in hot names for easy trading but nothing serious until the froth breaks. If we go higher I buy back $LABD around $XBI $130"
X Link 2026-01-30T15:22Z 34.2K followers, [----] engagements
"I am still waiting to buy some short positions into any rally before the bubble pops. I will use $LABD for bio. I might even hedge other portfolios with $SDS and $SQQQ. I now fear the collapse more than missing out on the mania"
X Link 2026-02-02T11:34Z 34.2K followers, [----] engagements
"Announced positive preliminary 12-week clinical results building on already released 4-week results of ongoing type [--] diabetes study showing that hypoimmune-. https://finance.yahoo.com/news/sana-biotechnology-reports-fourth-quarter-200500692.html https://finance.yahoo.com/news/sana-biotechnology-reports-fourth-quarter-200500692.html"
X Link 2025-03-17T21:50Z 34.1K followers, [----] engagements
"I don't own it but I have $UPB on my watch list. I think the potential for Verekitug could be very big if it continues to work in CRSwNP and works in Asthma and COPD. Its unique approach to TLSP makes it a very interesting target. My valuation model says its still slightly undervalued. https://twitter.com/i/web/status/1982058582888620468 https://twitter.com/i/web/status/1982058582888620468"
X Link 2025-10-25T12:16Z 34.1K followers, [----] engagements
"Put some of the cash I raised yesterday into nibbling $TVTX $PTGX and $UPB. This continues my planned roatation out of more risky speculative names and into more validated names while maintaining my required cash levels"
X Link 2025-10-31T13:43Z 34.1K followers, [----] engagements
"$BMRN was one of my go to rare disease companies along with Alexion. I eventually sold them when gene therapies and gene editing came along and threatened their enzyme business. Looks like this old dog never learned any new tricks"
X Link 2025-11-15T12:22Z 34.1K followers, [---] engagements
"$CPRX has [--] drugs in the pipeline of which all [--] are approved and commercial. All of them only amount to about $600 million sales. I don't anything in the pipeline beyond that. I will pass on that"
X Link 2025-11-15T15:15Z 34.1K followers, [----] engagements
"$JANX is working in T cell engagers. I really don't like this space as they have a lot of toxicity. I will pass on this one"
X Link 2025-11-15T17:43Z 34.1K followers, [----] engagements
"$VRDN is another company working in the FcRn space. They do have some more advanced drugs in the pipeline. I am just not interested in that space after Argenx"
X Link 2025-11-15T17:46Z 34.1K followers, [----] engagements
"$LQDA Notes: Yutrepia is approved in PAH and PH-ILD. The sales are growing strong. The key for them is the patent dispute with United Therapeutics. This could be a huge problem for them if it goes against them. Its a big binary risk. L606 plans to start the pivotal study for PH-ILD in early [----]. I am waiting to see if they add anything new to their pipeline since both their drugs will eventually compete and cannibalize each other. As they generate cash they should be looking to expand the pipeline. https://twitter.com/i/web/status/1993303185864216985"
X Link 2025-11-25T12:58Z 34.1K followers, [----] engagements
"$RELY is a fintech company worth a look. It has higher than market growth at 18% that could reaccelerate with new products and it trades at below intrinsic value. I haven't done a lot of DD but worth a look"
X Link 2025-12-29T11:42Z 34.1K followers, [----] engagements
"Remember that fund that was dumb enough to short $PRAX Praxis Precision Medicines Announces the FDA Has Granted Breakthrough Therapy Designation for Ulixacaltamide HCl in Essential Tremor https://finance.yahoo.com/news/praxis-precision-medicines-announces-fda-130000595.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/praxis-precision-medicines-announces-fda-130000595.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2025-12-29T13:09Z 34.1K followers, [----] engagements
"Here is a key example why many investor lose money investing. I bought $HSAI at $20. I calculated its intrinsic value at around $22. Today it trades at over $25. A large premium to its valuation while having these enhanced risks: Cayman Islands company WFOE structure VIE structure On US list of companies restricted for ties to Chinese Military. What much to you think the risks are priced into a stock trading at $3 above its actual valuation https://twitter.com/i/web/status/2008572418206425222 https://twitter.com/i/web/status/2008572418206425222"
X Link 2026-01-06T16:12Z 34.1K followers, [----] engagements
"My JPM Dance Card: $INSM = Jan [--] @ [--] pm EST $BBIO = Jan [--] @ 10:30 am EST $AXSM = N/A $CRNX = Jan [--] @ 12:45 pm EST $CYTK = Jan [--] @ 12: [--] pm EST $PTGX = N/A $IDYA = Jan [--] @ 6:45 pm EST $COGT= Jan [--] @ 11:15 am EST $PRAX = N/A $NAMS = N/A"
X Link 2026-01-07T12:26Z 34.1K followers, [----] engagements
"Sold all of my $TVTX as part of my exits strategy. I don't mind avoiding the big binary risk of approval next week for FSGS"
X Link 2026-01-07T20:02Z 34.1K followers, [----] engagements
"I am really starting to like $MSFT copilot more and more for stock research when set to "Smart" level. I ran a conversation with it today and it was very helpful. My first question was I liked $SOFI and $CHYM but was concerned about Sofi getting half its revenues from high risk unsecure personal loans while $CHYM does almost as much growth without any of that risk. It broke down the high risk of the Sofi portfolio of loans as I suspected and said it offered more growth but higher risk if anything goes wrong with the credit cycle. After looking at the risk vs reward I opted to go with $CHYM as"
X Link 2026-01-07T22:49Z 34.1K followers, [----] engagements
"@topsecretstocks I have $INSM $BBIO $AXSM $CRNX $CYTK $PTGX $IDYA $COGT and $PRAX. Those are my top names personally"
X Link 2026-01-09T14:09Z 34.1K followers, [----] engagements
"I sold all of $IMNM as part of my exit strategy today into the pop. I like the company but I think its gets too much hype being the old Seattle Genetics management team. It trades at a premium which it may not have earned yet. I might come back into the next biotech bear market. https://twitter.com/i/web/status/2009638460999524773 https://twitter.com/i/web/status/2009638460999524773"
X Link 2026-01-09T14:48Z 34.1K followers, [----] engagements
"I sold $XENE as part of my exit strategy. I had a tough debate about this vs $NAMS for my [--] position in my top [--] but I wanted variety and I already had $PRAX"
X Link 2026-01-09T15:03Z 34.1K followers, [----] engagements
"I sold out of $LQDA today as part of my exit strategy. I like the company but the pipeline is way to small. I get all of their indications and so much more for $INSM. That and still has the patent risk"
X Link 2026-01-09T15:22Z 34.1K followers, [----] engagements
"$INSM is probably the single best biotech company on the planet right now. This is a Charlie Munger like company"
X Link 2026-01-10T11:05Z 34.1K followers, [----] engagements
"Valuation for my Top 10: This is ahead of JPM so I may update again after"
X Link 2026-01-10T12:33Z 34.1K followers, [----] engagements
"https://finance.yahoo.com/news/praxis-precision-medicines-enters-next-130000208.html https://finance.yahoo.com/news/praxis-precision-medicines-enters-next-130000208.html"
X Link 2026-01-12T13:27Z 34.1K followers, [----] engagements
"Bought a starter in $MDGL today. Not sure if this is a longer term investment or a trade. If the market bubble goes on I might just trade it for now"
X Link 2026-01-12T15:56Z 34.1K followers, [----] engagements
"I don't think $PRAX was at JPM this year but they did drop a press release update and a new slide deck. They are talking $20 billion in peak sales across all [--] drugs. The new pipeline slide also have some new preclinical targets listed. https://investors.praxismedicines.com/static-files/b0f54629-7ba2-4c7f-8937-748a70341fe7 https://investors.praxismedicines.com/static-files/b0f54629-7ba2-4c7f-8937-748a70341fe7"
X Link 2026-01-13T11:02Z 34.1K followers, [----] engagements
"Nibbled some $INSM and $BBIO after JPM to keep them at my top positions. I added a little $MDGL on dip below $500. Also bought back a starter in $APGE as its the [--] company I sold on way up that I regret selling"
X Link 2026-01-13T18:04Z 34.1K followers, [----] engagements
"I found [--] companies to listen to today with $MIRM and $LQDA presenting today. I am looking for others"
X Link 2026-01-14T11:34Z 34.1K followers, [----] engagements
"Post JPM Biotech Report: Gonna give you my thoughts on my top [--] companies after doing all the JPM presentations. $INSM: I was blown away with their sales in Brinsupri for Q4. I think they will do over $1 billion in [----] sales for that drug alone. They are adding a ton of cool new stuff to the pipeline across all [--] of their focus areas. Bill Lewis presented like a boss. If biotech crashes again I would go 10% to 15% into this name if it got really cheap. $BBIO: I was very impressed with their continued sales of Attruby. They are firing on all cylinders with their [--] late stage programs int ADH1"
X Link 2026-01-14T17:55Z 34.1K followers, 28.3K engagements
"I sold all of my $ARQT today into the rally. This was part of my original plan to sell down to a Top [--] by $XBI $130. That plan is still ongoing. I like the company but I rather be in cash at these valuations"
X Link 2026-01-14T19:55Z 34.1K followers, [----] engagements
"My Top 10: This is updated for after JPM but it hasn't changed in a long time. I have [--] companies that I am happy with but I am prepared to go down to [--] if things get too bubbly in biotech. [--]. $INSM [--]. $BBIO [--]. $AXSM [--]. $CRNX [--]. $CYTK [--]. $PTGX [--]. $IDYA [--]. $COGT [--]. $PRAX [--]. $NAMS I think every one of these companies could hit $5 billion or more in peak sales. They are all special in their space of the science. They all come with best in class or first in class assets. https://twitter.com/i/web/status/2011571678112071826 https://twitter.com/i/web/status/2011571678112071826"
X Link 2026-01-14T22:50Z 34.1K followers, 10.5K engagements
"In Search of Value in Biotech: One thing I do is value biotech companies. I also believe in the Margin of Safety. Here is my price levels where each company becomes cheap enough to be safe for me to do any serious buying. Margin of Safety is 20% below valuation as that offset any potential mistakes or enthusiasm in the numbers. $INSM = $148.80 $BBIO = $73.60 $AXSM = $158.40 $MDGL = $504.00 right around here $CRNX = $56 right around here $CYTK = $68.00 slightly cheap $PTGX = $78.40 $IDYA = $51.20 still very cheap $COGT = $53.60 still very cheap $PRAX = $323 still cheap $NAMS = $48.80 still"
X Link 2026-01-14T23:01Z 34.1K followers, [----] engagements
"@bipeps A few look cheap like $CRNX $PRAX $IDYA & $COGT"
X Link 2026-01-16T10:40Z 34.1K followers, [---] engagements
"$INSM Updated Profile: Updated for post JPM update on 1/16/26 Insmed Management: Intro to Management: I started following this company over a year ago so I am very confident in this management team. They are a very strong management team with solid skills at managing all aspects of the company. There are a few key areas of business that I think any management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. So far the company has advanced Arikayce and"
X Link 2026-01-16T13:42Z 34.1K followers, [----] engagements
"Top [--] Profiles Updated: This will be my post JPM updates"
X Link 2026-01-16T13:43Z 34.1K followers, 10.4K engagements
"$INSM: https://x.com/Biotech2k1/status/2012158436356612505 https://x.com/Biotech2k1/status/2012158436356612505"
X Link 2026-01-16T13:43Z 34.1K followers, [----] engagements
"$BBIO Updated Profile: This is updated for post JPM on 1/16/26 Bridge Bio Management: Intro to Management: I have been following this company for over a year now and I am very impressed with the quality of management. I think they have done an outstanding job at building the company and executing on clinical trials. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. They advanced one drug all the"
X Link 2026-01-16T14:13Z 34.1K followers, [----] engagements
"$AXSM Updated Profile: Updated for post JPM update on 1/17/26. Asxome Management: Intro to Management: I have been following the company for over a year now. I have been impressed with their management team thus far but my concerns are with execution risk with so many programs going on at one time. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: They need expertise at advancing drugs through the clinical development process. This company has advanced several drugs from"
X Link 2026-01-17T12:07Z 34.1K followers, [----] engagements
"I just saw my first Bronchiectasis commercial from $INSM today"
X Link 2026-01-18T23:44Z 34.1K followers, [----] engagements
"$PRAX Updated Profile: Updated for post JPM on 1/20/26 Praxis Management: Intro to Management: I have only been following this company for about a year now and I think they are doing a great job so far. There are a few key areas of business that I think a management team has to demonstrate expertise in to build a long term winning biotech company. Clinical Development: The first is they need to be able to navigate the clinical trial process. They just had two successful phase [--] data read outs in Essential Tremor for Ulixacaltamide and won Breakthrough Therapy designation. They have three"
X Link 2026-01-20T11:29Z 34.1K followers, [----] engagements
"$PRAX: https://x.com/Biotech2k1/status/2013574713100882053 https://x.com/Biotech2k1/status/2013574713100882053"
X Link 2026-01-20T11:30Z 34.1K followers, [----] engagements
"$NAMS: https://x.com/Biotech2k1/status/2013585425395339484 https://x.com/Biotech2k1/status/2013585425395339484"
X Link 2026-01-20T12:13Z 34.1K followers, [----] engagements
"I think the most undervalued company I own after my JPM updated numbers is $PRAX and closely followed by $COGT. There are still some values in biotech. You just have to watch out for the highly pumped bubble stocks everyone is piling into over buyout rumors. Those are dangerous if they don't get a buyer as they are vastly over valued. Its a buyer beware market for biotech. That is why I am shopping elsewhere while taking profits in biotech. I go where there is value. https://twitter.com/i/web/status/2013979929503818055 https://twitter.com/i/web/status/2013979929503818055"
X Link 2026-01-21T14:20Z 34.1K followers, [----] engagements
"@EpicCharting My valuation numbers put $PRAX around $500 and $COGT at around $60. I could be off but I am usually not that far off"
X Link 2026-01-21T19:16Z 34.1K followers, [---] engagements
"I made a decision on my South America portfolio. I search for as much as I could going over every public company I could find in that region. I only found [--] companies that met my level of growth and value. Instead of buying companies I do not like to fill out a portfolio I will just own those [--] companies. I might find more later. I am going with $MELI $NU $INTR and $DLO. They are all Fintech companies. I could not even find a strong growth Tech company from South America that trades in the US. https://twitter.com/i/web/status/2014303048932184403"
X Link 2026-01-22T11:44Z 34.1K followers, [----] engagements
"I was hoping to be down to my Top [--] by now with biotech. It still didn't take too long for me to go over all my company's and check for any updates since the JPM call. Nothing I didn't already know from press releases. I still need to see earnings from $BBIO to get all the details on their debt for my valuation. https://twitter.com/i/web/status/2015037696821919975 https://twitter.com/i/web/status/2015037696821919975"
X Link 2026-01-24T12:23Z 34.1K followers, [----] engagements
"@jimmycravens21 $CHYM has 30% growthand doesn't hold a single loan"
X Link 2026-01-24T13:43Z 34.1K followers, [---] engagements
"This is what you call the pump and dump going into JPM. Some big fund stirred up rumors to profit from the excitement. Real buyouts don't come from rumors. You just wake up one morning to find a company bought out. $RVMD A very rare case in biotech M&A. [--]. At first @WSJ said $ABBV will buy it but $ABBV denied it immediately which didn't happen very often that a BP clearly denied a buyout rumor especially in such a short period of time. [--]. Only one day later @FT said $MRK is actually https://t.co/AFDTqKMkzn $RVMD A very rare case in biotech M&A. [--]. At first @WSJ said $ABBV will buy it but"
X Link 2026-01-26T11:08Z 34.1K followers, 19.7K engagements
"I ran the numbers toady and for the 5th time I used AI to model intrinsic value for all Fintech companies on my list. All of them come up over and over again as under valued except [--] names. $SOFI $AFRM and $LMND are insanely bubbly. They seem to be cult stocks and can not be invested in unless they crash. The rest are very nicely valued and can be bought. They are: $NU = $22 $CHYM = $44 $ROOT = $120 $SEZL = $88 $FOUR = $110 $TOST = $40 $PGY = $40 $UPST = $45 $FUTU = $200 $SE = $170 $GRAB $6.50 $INTR = $25 and $DLO = $22.50. There are some variances between my conservative estimates and the"
X Link 2026-01-26T13:41Z 34.1K followers, [----] engagements
"Started positions in $SEZL & $TOST for my fintech portfolio. Its only space right now cheap enough to be worth buying"
X Link 2026-01-26T17:27Z 34.1K followers, [----] engagements
"@aayushtrades @jfais20 Insmed has best in class its just longer to get to market"
X Link 2026-01-26T20:26Z 34.1K followers, [---] engagements
"@AmheShay @jfais20 @aayushtrades Absolutely. I sold $LQDA and bought more $INSM"
X Link 2026-01-26T21:46Z 34.1K followers, [---] engagements
"@tgod01 @AmheShay @jfais20 @aayushtrades Since I am up over 100% in $INSM you would think if the data were better for $LQDA I would have been eager to sell for a huge profit and buy the cheaper company. The data told me I had to do the opposite. That isn't bias. Its following the "facts""
X Link 2026-01-26T22:24Z 34.1K followers, [----] engagements
"Added some $TOST today for my Fintech portfolio"
X Link 2026-01-27T15:06Z 34.1K followers, [----] engagements
"People keep telling me that I just don't understand the data between $LQDA Yutrepia and $INSM TPIP. I am not a biased person. I compare data and I buy the company that has the best of breed data. I could have bought either company. It didn't matter to me. So I ran this same analysis through [--] of the top Generative AI models and here are the results. Not a single one of them disagreed with my assessment. https://twitter.com/i/web/status/2016235627071602777 https://twitter.com/i/web/status/2016235627071602777"
X Link 2026-01-27T19:43Z 34.1K followers, [----] engagements
"@PaulAll95402077 @tgod01 @rxVsPlacebo My DCA for $INSM is still $75 so no. I clearly sold the weaker company and put that cash into the stronger company into the pullback"
X Link 2026-01-27T22:05Z 34.1K followers, [---] engagements
"@tgod01 @PaulAll95402077 @rxVsPlacebo If I remember correctly I recall both $LQDA and $INSM management saying that PAH is the bigger indications because it also requires far more dosing which translates to 3x or 4x the cost per annum per patient. There are more metrics in the TAM than just the amount of patients"
X Link 2026-01-27T22:47Z 34.1K followers, [---] engagements
"@GeneInvesting I will completely admit that Attruby sales are currently blowing away the $0 sales of Intellia. Its up over 100% since I first bought it. Some people need to be right. I just love to make money"
X Link 2026-01-28T01:01Z 34.1K followers, [---] engagements
"I want to ask my friend @topsecretstocks about $SERV. I came across this name last night. It seem very early and more speculative that I would normally go after. I would a second opinion on it"
X Link 2026-01-28T14:35Z 34.1K followers, [----] engagements
"I nibbled some $INSM & $BBIO as I would still like to get them to 7% positions as my Top [--] positions"
X Link 2026-01-28T15:10Z 34.1K followers, [----] engagements
"@KhaledsRRR Not sure what $RXRX had to do with anything"
X Link 2026-01-30T11:40Z 34.1K followers, [---] engagements
"Updating my Biotech a second time today. Since we got below $125 on $XBI I wanted to get my stocks to 45% weighting. I nibbled more $INSM and $BBIO to get those 7% positions. Then I added some $IMNM and $XENE back as starter positions. I sold my $BND which caused all my position to increase in size. This is where I will end this week. https://twitter.com/i/web/status/2017325857040220184 https://twitter.com/i/web/status/2017325857040220184"
X Link 2026-01-30T19:55Z 34.1K followers, [----] engagements
"$XENE Updated Profile: Updated for post JPM on 1/30/26. This is my first profile written with AI so let me know what you think. Xenon Management: Intro to Management: I have been closely monitoring the company for nearly a year which has allowed me to gain a thorough understanding of the business and its management. The company's performance appears satisfactory thus far although further time will be required to confirm long-term viability. In my opinion certain core business areas necessitate demonstrated management expertise to establish a successful enduring biotechnology enterprise."
X Link 2026-01-30T23:10Z 34.1K followers, [----] engagements
"I built a NotebookLM for $INSM over the weekend to test it out. I uploaded all my files for the company along with the annual report and the JPM slide show. I then asked it to generate me a profile the company using my profile as a template. This is what I got. Management Profile Insmed is led by a strong management team with demonstrated expertise in clinical development regulatory navigation and commercial execution. Under the leadership of William H. Lewis (Chairman and CEO) the company has successfully advanced two drugs Arikayce and Brinsupri through the full development cycle into"
X Link 2026-02-02T12:43Z 34.1K followers, [----] engagements
"I am gonna work on building more of my Notebooklm nltebooks today for my top [--] names. I dont want to build any for companies I will probably sell. Then I will see what kind of Profiles the AI can generate for me. I posted the results from my $INSM yesterday"
X Link 2026-02-03T10:53Z 34.1K followers, [----] engagements
"$BBIO Notebooklm Profile: BridgeBio Pharma Inc. Profile BridgeBio is a biopharmaceutical company founded in [----] to discover create test and deliver transformative medicines for genetic diseases. The company focuses on genetic diseases because they exist at the intersection of high unmet patient need and tractable biology. Management BridgeBio utilizes a decentralized R&D approach paired with a centralized infrastructure for economies of scale such as commercial operations. Leadership Team: Founded by Dr. Neil Kumar (CEO) the team consists of experienced drug discoverers and innovators."
X Link 2026-02-03T11:12Z 34.1K followers, [----] engagements
"$INSM Notebooklm Profile: Insmed Management Profile Insmed is led by a strong management team with demonstrated expertise in clinical development regulatory navigation and commercial execution. Under the leadership of William H. Lewis (Chairman and CEO) the company has successfully advanced two drugs Arikayce and Brinsupri through the full development cycle into commercial sales. Management has proven its clinical prowess by delivering best-in-class Phase [--] data for TPIP in PAH and PH-ILD and is actively expanding into new therapeutic pillars like Immunology & Inflammation and Neuro & Other"
X Link 2026-02-03T11:15Z 34.1K followers, [----] engagements
"My Notebooklm Profiles: These are created by AI from all my notes"
X Link 2026-02-03T11:25Z 34.1K followers, [----] engagements
"$INSM: https://x.com/Biotech2k1/status/2018644608666796205 https://x.com/Biotech2k1/status/2018644608666796205"
X Link 2026-02-03T11:25Z 34.1K followers, [---] engagements
"$XBI nearly hit $130 and I missed shorting it At least I loaded up on cheap Fintech. I am sure I will get a chance to short it later"
X Link 2026-02-03T15:31Z 34.1K followers, [----] engagements
"Nibbled some $SOFI now that its down 5% from where I first bought some yesterday. Still my smallest fintech position but also the only one that trade way above my valuation. I also nibbled some more $LIFE. Still a small position but building it as it goes lower"
X Link 2026-02-03T18:02Z 34.1K followers, [----] engagements
"I did a little buying on my Tech portfolio adding to $ZETA $TEM $SYM $IOT and $INOD"
X Link 2026-02-03T18:24Z 34.1K followers, [----] engagements
"Typical P/S for #Fintech is 5x to 7x. Most fintech right now are less tan 5x except [--]. They are $LMND at absurd 10x $SOFI at bubbly 8x and $AFRM at 6.3x. Affirm is back to within range but still significantly higher than the rsst. The next in line is $SEZL at 5x"
X Link 2026-02-03T22:20Z 34.1K followers, [----] engagements
"$IDYA Notebooklm Profile: Ideaya Based on your provided outline and the source materials here is a comprehensive profile of IDEAYA Biosciences a precision medicine oncology company committed to developing targeted therapeutics using molecular diagnostics. Management and Strategic Execution The management team is led by Founder and CEO Yujiro S. Hata who is supported by a team of experienced drug development professionals and a renowned Scientific Advisory Board that includes thought leaders like Dr. William Sellers. Key leadership additions include Stu Dorman who joined as Chief Commercial"
X Link 2026-02-04T11:53Z 34.1K followers, [----] engagements
"$COGT: https://x.com/Biotech2k1/status/2019022706230845507 https://x.com/Biotech2k1/status/2019022706230845507"
X Link 2026-02-04T12:18Z 34.1K followers, [----] engagements
"$PRAX Notebooklm Profile: Praxis Management Profile Praxis is led by a team with significant experience in the life sciences and financial sectors. Marcio Souza serves as President and Chief Executive Officer bringing business and leadership experience from previous roles at PTC Therapeutics NPS Pharmaceuticals and Sanofi Genzyme. Timothy Kelly the Chief Financial Officer previously held leadership positions at Foundation Medicine and Roche. Alex Nemiroff the General Counsel was a co-founder and CEO of RogCon Inc. which focuses on SCN2A-related disorders. The management team has demonstrated"
X Link 2026-02-04T12:31Z 34.1K followers, [----] engagements
"$PRAX: https://x.com/Biotech2k1/status/2019025905662689656 https://x.com/Biotech2k1/status/2019025905662689656"
X Link 2026-02-04T12:32Z 34.1K followers, [----] engagements
"This is something I have been very verbal about for Gene Editing for more than a year now. Just because it is cool science does not mean it will be profitable. One of the most accurate descriptions of the unbearable situation - in which many Gene Therapies and CRISPR Gene Editing therapies fail to reach patients only due to economical and regulatory hurdles 🧵👇 can be found in this statement - which was made during the recent FDA's https://t.co/7ij5KyMcjg One of the most accurate descriptions of the unbearable situation - in which many Gene Therapies and CRISPR Gene Editing therapies fail to"
X Link 2026-02-04T14:20Z 34.1K followers, [----] engagements
"I nibbled a little more $LIFE at $11.60. That leaves me [--] more buy before I finish off my starter position. Then all I have left is to add some $AFRM after it clears earnings tomorrow. That will get me to about 17% stock in my fintech. Then I want to wait to see if it goes lower to around $20 on $FINX before I add more. https://twitter.com/i/web/status/2019092435742126539 https://twitter.com/i/web/status/2019092435742126539"
X Link 2026-02-04T16:55Z 34.1K followers, [----] engagements
"When you see the headline to the right on Today's News about $SOFI down 20% on the week you finally understand why I am buying a starter position. The stocks down about 37% from the peak. I still don't think its cheap but its a solid long term investment. Some concerns in the earnings the fans are not talking about. The lower interest rates are starting to compress their net interest margin as they can't charge those lofty 10% to 14% rates on those unsecure personal loans like they use to. Still nearly 60% of their earnings depends on driving growth from that easy money high risk income"
X Link 2026-02-04T19:16Z 34.1K followers, [----] engagements
"Looks like the bubbly Space stocks are making some re-entry today. I think they have a long way down before the splash down to any realistic value. I think most of them are just people parking money into a theme ahead of a SpaceX IPO. At some point I think they flame out"
X Link 2026-02-04T19:25Z 34.1K followers, [----] engagements
"Take some quick easy wins here to pad my success rate and balance sheet at the expense of momo chasers. Got a quick and easy 3.8% in $CYBR on the day trade"
X Link 2026-02-04T20:24Z 34.1K followers, [----] engagements
"As always I invest in bear markets like Fintech but I only trade bubbles like Tech and Biotech right now. I call it my smash and grab trading. Buy a dip wait for a quick profit and then sell into the rips. That way I don't own too much when the bottom falls out. A year or [--] from now Fintech will be back and at new highs and I can sell some for profits like I did with Biotech last year. https://twitter.com/i/web/status/2019158919453552737 https://twitter.com/i/web/status/2019158919453552737"
X Link 2026-02-04T21:19Z 34.1K followers, [----] engagements
"@9parvin9 Fintech is hated enough to be worth investing in now"
X Link 2026-02-04T21:21Z 34.1K followers, [--] engagements
"FOMO money keeps rushing to buy every dip just to get slammed with more selling. Eventually they will be exhausted an all we will get is capitulation"
X Link 2026-02-05T13:22Z 34.1K followers, [----] engagements
"Something new I used AI to do today. I fed in all the company tickers for all my holdings and asked the AI to analyze what attributes about companies seems to attract me. Then I asked it to build me a profile of those attributes so I can use it to screen for new companies in the future"
X Link 2026-02-05T13:38Z 34.1K followers, [----] engagements
"Your Investing Profile: [--] Core Attributes You Consistently Seek in Companies [--]. HighGrowth Revenue Trajectory Youre drawn to companies with 20%+ revenue growth often much higher. Biotech: INSM BBIO CYTK CRNX Fintech: SOFI AFRM FOUR TOST Tech: ZETA IOT International: MELI NU SE You like businesses that are expanding fast and still have long runways. [--]. Large Underpenetrated Markets You consistently choose companies attacking huge TAMs: Rare disease and immunology (INSM BBIO CYTK CRNX PTGX PRAX COGT IDYA) Digital banking and payments (SOFI NU AFRM KLAR FOUR TOST) AIdriven enterprise software"
X Link 2026-02-05T13:48Z 34.1K followers, [----] engagements
"Added some $LIFE at $12.28 to finish off that starter position. I have [--] buy left that I can do for $AFRM but obviously waiting for after earnings tonight. Rather pay up for good earnings that buy now and get wrecked bad earnings"
X Link 2026-02-05T15:06Z 34.1K followers, [----] engagements
"I add [--] names to my Tech portfolio to bring it up to [--] total companies. I waited a long time for a pull back of this magnitude to grab some of them. If they go lower I will add more. If they get too bubbly again I will gladly take profits. I added $SNOW $CRWD $NET $DDOG and $ZS to my portfolio along with $ZETA $TEM $SYM $IOT and $INOD. That gives me a good blend of big cap and small cap tech. https://twitter.com/i/web/status/2019473994529837560 https://twitter.com/i/web/status/2019473994529837560"
X Link 2026-02-05T18:11Z 34.1K followers, [----] engagements
"FOMO buyers rushing in right on que. Glad I did some buying so I have stocks to dump on them after they run stocks back up. I now have [--] biotech [--] tech and [--] Fintech stocks I can sell to them as we go higher"
X Link 2026-02-05T19:16Z 34.1K followers, [----] engagements
"Glad I bought a bunch buying done yesterday. Now I have a ton of stocks to dump into the FOMO bounce"
X Link 2026-02-06T10:59Z 34.1K followers, [----] engagements
"@WinnerInvestor Not even close. $SOFI's intrinsic value is around $13.50 to $15. The bubble still has not fully popped"
X Link 2026-02-06T11:01Z 34.1K followers, [---] engagements
"The momo money rushing back into $SNOW $CRWD $NET $DDOG and $ZS. This is what I did into the crash in [----]. I loaded up on the bubbly fan favs rode them up 30% and then sold them all for easy money. Back to do it again. This is how easy it is to make money into the mania of bubbles. https://twitter.com/i/web/status/2019734017239572904 https://twitter.com/i/web/status/2019734017239572904"
X Link 2026-02-06T11:24Z 34.1K followers, [----] engagements
"@WinnerInvestor That is not how you value companies. Its all priced in and still over valued by a good 20% to 30%. The problem isn't the stock price. The issue is investors don't know how to value companies. No disrespect but they don't and that is the problem. At least until it pops"
X Link 2026-02-06T11:29Z 34.1K followers, [--] engagements
"Nibbled some $AFRM at $56.30"
X Link 2026-02-06T15:03Z 34.1K followers, [----] engagements
"I am home and ready to sell stocks to anyone willing to chase the bubbly fomo. Let me go through my buys from yesterday and see what I can flip for a quick gain"
X Link 2026-02-06T15:34Z 34.1K followers, [----] engagements
"Sofi charges 1% on crypto transactions vs .25% for Kraken or .5% for Coinbase. Plus they hose you with a price spread for transactions You would have to be and Idiot to use @SoFi crypto. I have been doing crypto for many years and this is a money making scheme. No serious crypto investor would pay those absurd prices. https://twitter.com/i/web/status/2019802549327446505 https://twitter.com/i/web/status/2019802549327446505"
X Link 2026-02-06T15:57Z 34.1K followers, [----] engagements
"$SNOW looks to be approaching my sale price for a quick flip into the fomo"
X Link 2026-02-06T16:06Z 34.1K followers, [----] engagements
"For this model we assume: Revenue growth: 30% (near-term) slowing to 20% then 1012% in later years Free cash flow margin: improves gradually toward 1215% of revenue Terminal growth: 3% perpetual growth WACC: 18% (higher risk discount) Discounting future cash flows at 18% materially reduces the present value of later earnings relative to lower discount rates. 💰 Estimated Present Value of Future Cash Flows Projecting SoFis cash flows out [---] years with those assumptions and discounting at 18% we get: ComponentEstimated Present ValueFree Cash Flows (explicit years)$2.0$2.5 billionTerminal Value"
X Link 2026-02-06T16:34Z 34.1K followers, [--] engagements
"@RaviDhaliw Still doesn't justify the absurd valuation for $LMND"
X Link 2026-02-06T22:05Z 34.1K followers, [---] engagements
"One thing I debated is increasing position limits in my top conviction stocks. They are the companies who have multiple successful late stage and commercial programs. If biotech ever had another crash I could see $INSM at 15% and $BBIO at 10%. $AXSM still has to show some of its drugs can be better as Sunosi and Symbravo are a bust. https://twitter.com/i/web/status/2020165291779428482 https://twitter.com/i/web/status/2020165291779428482"
X Link 2026-02-07T15:58Z 34.1K followers, [----] engagements
"I just ran a complex prompt through [--] different AI models. I asked for them to build me a table with all [--] of my fintech names on it. Then I asked it to create a column on the table showing each of Growth CAGR Profit Margin Debt Level and Intrinsic Value. The only AI model to complete the entire table was Google AI Studio. Microsoft Copilot was missing 90% of the data. Grok was a close 2nd missing all the CAGR info and half the intrinsic valuation. https://twitter.com/i/web/status/2020294398186254794 https://twitter.com/i/web/status/2020294398186254794"
X Link 2026-02-08T00:31Z 34.1K followers, [----] engagements
"@anthonynoto 1% fee on buying and selling is absurd. You can get .25% on other exchanges"
X Link 2026-02-08T18:47Z 34.1K followers, [---] engagements
"@DannyQuark I have been investing in Fintech for over a decade. I have made money off it. I think its like biotech. It only makes sense to those who learn the tech"
X Link 2026-02-09T15:21Z 34.1K followers, [--] engagements
"I bought it because I wanted to see how they do. I have no opinions until companies show me what they can do but $SOFI and $AFRM are completely different business. Only $UPST has a similar focus. Now I have to see $UPST earnings to see if this issue is related to just $PGY or Credit Tech as a whole. https://twitter.com/i/web/status/2020881587664040334 https://twitter.com/i/web/status/2020881587664040334"
X Link 2026-02-09T15:24Z 34.1K followers, [---] engagements
"@9parvin9 Also biggest bubble in all fintech"
X Link 2026-02-09T22:53Z 34.1K followers, [--] engagements
"3 days since I bought my trading positions. I will be out of the [--] tech positions today. I fear it could be just a dead cat bounce for the mania. I don't want to ride my winning trades back down"
X Link 2026-02-10T09:48Z 34.1K followers, [----] engagements
"Once I get these tech companies sold I can jump on biotech and sell something there into the fomo. I got [--] trading stock in that space to sell"
X Link 2026-02-10T15:19Z 34.1K followers, [----] engagements
"Now I am bouncing between biotech app and fintech app to see who I can sell to first lol"
X Link 2026-02-10T15:36Z 34.1K followers, [----] engagements
"@TaxiBiotech I would say near fraud based on the fact this scientist had like [--] different companies that wasted billions upon billions of investor money just to go broke over and over again"
X Link 2026-02-10T16:33Z 34.1K followers, [---] engagements
"@WinnerInvestor DCF for $UPST is $49 and $SOFI is about $20 at best"
X Link 2026-02-10T21:39Z 34.1K followers, [---] engagements
"@WinnerInvestor Your looking at EPS and Revenues. Valuation goes off Cash Flow"
X Link 2026-02-10T23:04Z 34.1K followers, [--] engagements
"Buffet would say buy what others are despondently selling and sell what others are euphorically buying. I think the pendulum has swung for biotech. Just a year ago biotech was broadly out of favor while capital flowed aggressively into fintech and large-cap technology. Today were seeing the opposite: fintech stocks trading near 52-week lows many technology names down 3050% and renewed enthusiasmarguably frothin biotech. As a long-term investor I aim to reduce exposure to sectors that have become overly loved and add to high-quality companies operating in areas the market has largely"
X Link 2026-02-13T11:44Z 34.2K followers, [----] engagements
"I had some time last night and I didn't have my annual reports with me so I decided to look at $ONC. This is the old BiGene which changed its name to BeOne Medicines. It moved it headquarters to Switzerland. Now it only gets 31% of its revenues from China. I think it looks like a decent biotech company. It has 20% revenue growth. It does look expensive along with all biotech. Its clearly no longer a China play. I removed it from my China focus list. https://twitter.com/i/web/status/2001973360146669659 https://twitter.com/i/web/status/2001973360146669659"
X Link 2025-12-19T11:10Z 34.2K followers, [----] engagements
"I made a list of the cheapest Fintech companies based on Price to Sales as that is a good way to value them. The average range is 5x to 7x. I have several companies cheaper and a few that are bubbly. $ROOT .88x $FOUR 1.54x $PGY 1.57x $TOST 3.73x $KLAR 3.76x $SE 3.9x $MELI 4.01x $CHYM 4.84x $UPST 5.03x $GRAB 6.17x $NU 7.6x $AFRM 7.65x $SOFI 9.86x $LMND 11.79x $HOOD 25x https://twitter.com/i/web/status/2011464750614364214 https://twitter.com/i/web/status/2011464750614364214"
X Link 2026-01-14T15:45Z 34.2K followers, [----] engagements
"$GRAB earnings was a little light on revenues and so was guidance. The long term guidance still looks good to me. Very profitable company that can spend on growth and buy back stock"
X Link 2026-02-11T22:37Z 34.2K followers, [----] engagements
"I am always looking for great ideas. Give me your best biotech idea"
X Link 2025-10-25T16:53Z 34.1K followers, 15.3K engagements
"I sold $VKTX as part of my exit strategy today. It is a poorly run company which has [--] great asset which it can never seem to develop correctly. The only way this does well is if some big pharma is desperate enough to buy them"
X Link 2025-12-04T16:52Z 34.1K followers, [----] engagements
"Here is my new Financials portfolio which was my old Aerospace portfolio which got too bubbly. I am highly focused on smaller South America companies that could have significant growth and good valuations. I think $ITUB and $BAP are cheap. $NU is not cheap but it has 30% growth so it is expensive. https://twitter.com/i/web/status/1999190727637504244 https://twitter.com/i/web/status/1999190727637504244"
X Link 2025-12-11T18:53Z 34.1K followers, [----] engagements
"I finished my DD on $NU $ITUB and $BAP. I think one of these companies could be the next mega bank or financial institution the likes of a Citibank or JPM coming out of South America"
X Link 2025-12-12T18:31Z 34.1K followers, [----] engagements
"As I rotate out of bubbly biotech I plan to sell $ZLAB along with many other biotech names. This isn't a change in my belief that China could be a huge opportunity for the future. I am building an entire China focused portfolio. I just haven't gotten to the point to do the DD yet as I am still doing the DD on my South American portfolio. I do have [--] name in that portfolio that I like with $PDD $BILI $FUTU $XPEV and $HSAI. I might add or remove some later as I do get time to do deep dives into the science and technology. I could eventually put $ONC or $ZLAB into that China focused portfolio"
X Link 2025-12-17T14:14Z 34.1K followers, [----] engagements
"#10 $MIRM: This is a newer company for me working in the rare disease space. I think they could have [--] blockbuster drugs in their pipeline. The recently bought Bluejay bio for about $630 million. I think that they grossly over paid but will have to wait and see. I tried to crunch the number to figure out what the company's value would be after the merger and got to about $90. I had to make a lot of assumptions about stock dilution. This company is on my list to be sold when the $XBI hits $130. I will gladly take my profits up there as I am not overly impressed with this buyout."
X Link 2025-12-20T12:41Z 34.1K followers, [---] engagements
"#11 $ARQT: I really like this company but they only have [--] real drug. That makes it super risky as they may never develop another successful drug. Only time will tell. I do think its undervalued. My numbers show the company is worth $51. That is why I bought them. I do have them on my list of companies to be sold when the $XBI hits $130. I would gladly take my profits there and lower my risk. https://twitter.com/i/web/status/2002359393761853750 https://twitter.com/i/web/status/2002359393761853750"
X Link 2025-12-20T12:44Z 34.1K followers, [---] engagements
"I found my 4th tech name as I try to build that portfolio focusing on long term growth fundamentals and value. Today I will be doing my research on $IOT. I use to own the as part of a tech portfolio in early [----] but sold when they all had a massive run. Now it looks cheap again. https://twitter.com/i/web/status/2006723554289623534 https://twitter.com/i/web/status/2006723554289623534"
X Link 2026-01-01T13:45Z 34.1K followers, [----] engagements
"$APGE data tells me $PTGX needs an oral IL-13 to go with their oral IL-23 & IL-17. Another space rupe for disruption by oral"
X Link 2026-01-06T11:37Z 34.2K followers, [----] engagements
"I would challenge anyone to give me [--] quality biotech company that isn't and overhyped bubble at this point"
X Link 2026-01-07T00:05Z 34.1K followers, 14.8K engagements
"$KLAR up 7% I assume on the Credit Card cap news over the weekend. I am in the belief that BNPL will replace credit cards for many generations in the future who are more money savy. The credit card issue is just going to accelerate that trend. $AFRM is great but bubbly with value at $45. $KLAR is great and still cheap with value around $40. https://twitter.com/i/web/status/2010680732834844807 https://twitter.com/i/web/status/2010680732834844807"
X Link 2026-01-12T11:50Z 34.2K followers, [----] engagements
"@glp_invest I have $TEM and $CAI and waiting to see which one develops as the leader. If I am lucky they both might"
X Link 2026-01-13T12:33Z 34.2K followers, [---] engagements
"Do you realize that $CAI had 113% revenue growth YOY in Q3. Based on price to sales its trading at same valuation as $TEM. One of the reasons I bought them for my AI portfolio. They are both using Genomics data and AI to drive innovation in healthcare and drug development"
X Link 2026-01-13T12:38Z 34.2K followers, [----] engagements
"@CNyren I try to keep up with them"
X Link 2026-01-13T16:31Z 34.2K followers, [---] engagements
"Bought a starter in $APGE today. I think this is the one company that I sold into the rally that I regret selling. I have a valuation around $98 and its at $78. Its the most early stage company I currently own but I like the data so far"
X Link 2026-01-13T18:06Z 34.1K followers, [----] engagements
"I have [--] companies in my Tech portfolio using AI in healthcare with $TEM and $CAI. They are in there with other innovators driving AI application. I went over both calls yesterday from JPM. Then I ran a head to head comparison through the AI. I came way thinking I liked $TEM better as they seem to be using AI more with their huge data set. Interestingly the AI runs both liked $CAI better on the financials and value. I think they are both great choices. I just know its going to take much longer for me to figure out which is the best of breed company in this space. If they both turn out to be"
X Link 2026-01-14T13:45Z 34.2K followers, [----] engagements
"I started a position in $PGY for my Fintech portfolio. I put it in there with $CHYM $KLAR $ROOT $FOUR and $UPST. I need to take time to do my full DD though"
X Link 2026-01-14T14:37Z 34.2K followers, [----] engagements
"The AI Healthcare Battle Royal: There are [--] companies I really love deploying AI applications in Healthcare with $TEM and $CAI. Both of these companies are in the diagnostics space. I bought both of them and spent a ton of time doing deep dives to include their JPM presentations. Both take in diagnostics data for analysis and diagnosis build data bases and use Machine Learning to mine that data for application in the drug discovery space by licensing data access to biotech companies. I chose to pick $TEMS over $CAI for a couple of reasons. I think they are using AI more completely and deeply"
X Link 2026-01-16T17:45Z 34.1K followers, [----] engagements
"Its been a month since I started my Asia portfolio so I added a little to my positions. I added to $FUTU $SE $GRAB $HSAI and $XPEV"
X Link 2026-01-16T20:29Z 34.1K followers, [----] engagements
"I nibbled some $CHYM $KLAR and $PGY today. That is only things that looked cheap enough to nibble so far"
X Link 2026-01-20T19:04Z 34.1K followers, [----] engagements
"@KT77678594 Most Fintech are if you avoid the bubbly cult stocks. I bought some $CHYM $KLAR $ROOT $FOUR & $PGY. I think $TOST & $UPST are good value. $SE & $GRAB in Asia are cheap. $MELI $NU & $DLO from LatAm look fairly valued"
X Link 2026-01-20T21:25Z 34.1K followers, [---] engagements
"I sold $CAI from my tech portfolio on the bounce back today to clear that out. I took a small loss on that one but I have my portfolio cut down to my final [--] now"
X Link 2026-01-21T20:10Z 34.1K followers, [----] engagements
"So far I absolutely love my Asia portfolio now with $FUTU $SE $GRAB $HSAI and $XPEV. I found [--] very high growth companies that have the potential to become something great. I am still working on South America. I have [--] solid Fintech companies there now with $MELI $NU $INTR and $DLO. I would really like to find one more fintech or tech for that portfolio to finish it off. I am happy with my Tech portfolio now as I got [--] names there all focused on AI with $ZETA $TEM $SYM $IOT and $INOD. That one is very solid. I also have [--] companies in my Fintech portfolio now with $CHYM $KLAR $ROOT $FOUR and"
X Link 2026-01-21T22:06Z 34.1K followers, [----] engagements
"If you are thinking about what you can sell into this biotech bubble I have some ideas for you on what might be risky. There are entire areas of biotech where the science is weak and the profitability is questionable. Places like Gene Editing where delivery kills patients due to liver tox and costs to much to be acceptable to insurers. There are areas like Gene Therapies where they kill patients with over dosing of AAV vectors that cause liver tox or cytokine storms. Then there are cell therapies which are just disastrous. There are hundreds of companies all competing for the same few"
X Link 2026-01-23T15:54Z 34.2K followers, [----] engagements
"If I include all my Fintech companies to include South America and Asia I think I am now following about [--] Fintech companies. They are: $SOFI Neobank US $CHYM Neobank US $NU Neobank South America $AFRM BNPL US $KLAR BNPL mostly Europe $LMND Insurtech P&C $ROOT Insurtech Auto $LIFE Insurtech Life $FOUR POS global $TOST POS restaurant $PGY Creditech $UPST Creditech $MELI Marketplace South America $SE Marketplace Asia $GRAB Delivery Asia $FUTU Investing Asia and global $DLO Payments South America I got one more I plan to get into Monday. https://twitter.com/i/web/status/2015092270362698031"
X Link 2026-01-24T16:00Z 34.1K followers, [----] engagements
"@slk349390919 $SOFI $13.50 $CHYM $40 $AFRM $50 $KLAR $40 $SEZL $70 $LMND $50 $ROOT $120 $FOUR $110 $TOST $35 $PGY $40 $UPST $45"
X Link 2026-01-26T11:00Z 34.1K followers, [---] engagements
"@aayushtrades @jfais20 If they lose the patent they could be prevented from selling the drug or end up paying massive payments and royalties to $UTHR. Everyone seems very quick to dismiss the risk"
X Link 2026-01-26T20:13Z 34.1K followers, [---] engagements
"I nibbled some $IOT for my Tech portfolio today"
X Link 2026-01-27T15:34Z 34.1K followers, [----] engagements
"@LQDA_Bull1 @AnnaFlorcia Market isnt wrong as Yuptrepia is better than $UTHR and all it cares about is right now. When phase [--] data happens for TPIP it could be a very different story as $LQDA dropped 30% just on the phase [--] data"
X Link 2026-01-27T17:48Z 34.1K followers, [---] engagements
"I nibbled some $UPST at $41.75 today to add to my Fintech. I have only been doing small nibbles so far as I think the $FINX could retest its [--] week low around $25 so I want to wait and buy more cheaper across all fintech"
X Link 2026-01-29T16:04Z 34.1K followers, [----] engagements
"$FINX hit $27.40 today with Fintech being one of the cheapest and most beaten down sectors of the market. I would love to see it at $25 to start doing more buying. At that point I would go 25% stocks. A retest of the big low around $20 would take me to 75% stock. Like when Biotech was at $XBI $65 I will cast a wide net and cut rhe weaker names into next bull market. Avoiding bubbly $SOFI till at least $18 and $AFRM at $55. $LMND is still too stupid at an all time high and value at $50. https://twitter.com/i/web/status/2017018418382111177 https://twitter.com/i/web/status/2017018418382111177"
X Link 2026-01-29T23:33Z 34.1K followers, [----] engagements
"Now I am back to [--] biotechs. I could add a few more if we continue lower. My strategty is to balance cash deployment to existing top [--] and some companies I liked but sold to meet cash. That way I can keep my cash % linked to $XBI. I added back $XENE & $IMNM. I would consider $APGE later if we pull back more. https://twitter.com/i/web/status/2017348927977050453 https://twitter.com/i/web/status/2017348927977050453"
X Link 2026-01-30T21:27Z 34.2K followers, [----] engagements
"$IMNM after JPM:"
X Link 2026-01-30T22:19Z 34.1K followers, [----] engagements
"$XENE: https://x.com/Biotech2k1/status/2017374923321123267 https://x.com/Biotech2k1/status/2017374923321123267"
X Link 2026-01-30T23:11Z 34.1K followers, [----] engagements
"$IMNM Updated Profile: Updated for post JPM on 1/31/26. This is my second profile written with AI so let me know what you think. Immunome Dated 1/31/2026 Management: Intro to Management: My observation period for this company has been brief. However I am familiar with the management team from a prior investment in Seattle Genetics. I believe a successful long-term biotechnology company requires its management to demonstrate expertise in several critical business areas. Clinical Development: The organization requires expertise in advancing pharmaceuticals through the clinical development"
X Link 2026-01-31T11:42Z 34.2K followers, [----] engagements
"$IMNM: https://x.com/Biotech2k1/status/2017564100633448653 https://x.com/Biotech2k1/status/2017564100633448653"
X Link 2026-01-31T11:43Z 34.2K followers, [----] engagements
"Looking through the top [---] of the $XBI looking for ideas and I come across $SLNO. I have always dismissed it because it only has a single drug. I stopped to look at them today. They have [--] drug for PWS. This could have peak sales of about $2.5 billion. It is just going commercial so has it approved. It still trades at less than 1x peak sales with a market cap of $2.07 billion. This is a company that could triple just to be reasonably priced. I don't own it but it could be something you might want to dig deeper on. https://twitter.com/i/web/status/2017575411886989686"
X Link 2026-01-31T12:27Z 34.2K followers, [----] engagements
"$BBIO: https://x.com/Biotech2k1/status/2018643873984045080 https://x.com/Biotech2k1/status/2018643873984045080"
X Link 2026-02-03T11:25Z 34.1K followers, [----] engagements
"$AXSM Notebooklm Profile: Axsome Management Axsome Therapeutics is led by Founder CEO and Chairman Herriot Tabuteau M.D. alongside a leadership team with deep industry experience from firms like Goldman Sachs Pfizer and Merck. Management has demonstrated significant expertise in clinical and regulatory development successfully advancing Auvelity Sunosi and Symbravo from Phase [--] through to commercial launch and FDA approval. The company is currently managing several concurrent late-stage programs including the recently submitted sNDA for Auvelity in Alzheimers disease (AD) agitation and an NDA"
X Link 2026-02-03T11:44Z 34.2K followers, [----] engagements
"$AXSM: https://x.com/Biotech2k1/status/2018651859842367956 https://x.com/Biotech2k1/status/2018651859842367956"
X Link 2026-02-03T11:45Z 34.1K followers, [---] engagements
"Axsome Therapeutics (AXSM) Reports 66% Revenue Growth in FY2025 Beats Analyst Estimates https://finance.yahoo.com/news/axsome-therapeutics-axsm-reports-66-115508453.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/axsome-therapeutics-axsm-reports-66-115508453.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2026-02-03T12:20Z 34.2K followers, [----] engagements
"I added to most of my Fintech names this morning with $CHYM $KLAR $LIFE $ROOT $FOUR $TOST $PGY and $UPST. I have an open order for $SEZL if it gets to my price. I did not add to $SOFI as that stock is too meme to sell off. I might sell it into the pop and replace it with a more rational fintech name. https://twitter.com/i/web/status/2018706982203478434 https://twitter.com/i/web/status/2018706982203478434"
X Link 2026-02-03T15:23Z 34.2K followers, [----] engagements
"I will be fully honest. If $AFRM keeps pulling back while $SEZL rallies I may use that as an opportunity to swap them in my portfolio. Sezzle has more growth but also more risk at Affirm has big partnerships and other services"
X Link 2026-02-03T16:05Z 34.2K followers, [----] engagements
"I plan to finish the last of my notebooks for my biotech companies tomorrow. I am not going to do any for $NAMS $XENE or $IMNM as they are my sale list if this bubble continues higher"
X Link 2026-02-03T23:09Z 34.2K followers, [----] engagements
"I bought a starter in $CYBR for my tech portfolio. Its still expensive but it has come down enough to start averaging down into any crash"
X Link 2026-02-04T15:01Z 34.2K followers, [----] engagements
"I added a little $SOFI at $21.31 and some more $LIFE at $12. Once I get Sofi Ethos and Affirm balance with other positions I will stop buying Fintech until I see if we get closer to $20 on the $FINX ETF. I am capping myself at 25% stock in Fintech for now"
X Link 2026-02-04T15:08Z 34.2K followers, [----] engagements
"If we pop from here I am just going to turn $CYBR into a good trade as its already up 3% from this morning. Even after being beaten down its valuation is absurd"
X Link 2026-02-04T16:02Z 34.2K followers, [----] engagements
"Here is my Tech portfolio which is at its minimum 10% position in stocks. $CYBR may become just a trade depending on how the market behaves"
X Link 2026-02-04T18:18Z 34.2K followers, [----] engagements
"Here is my Fintech portfolio. Its up to about 16% stock now after the crash. I have enough cash for a few moves before I would have to sell some bonds. I would only do that if $FINX got closer to $20"
X Link 2026-02-04T18:30Z 34.1K followers, [----] engagements
"$FINX retested the [----] low today around $24.27. The big quest now is will it hold there to retest it bear market low of $18.16. That would be another 26% decline. Another reason I am cautious as I build my positions"
X Link 2026-02-05T00:31Z 34.1K followers, [----] engagements
"$FINX looks to be breaking down which means a trip to $20 or lower could be coming for the sector. Time for me to wait for better prices. I am still only about 17% stock in that portfolio but I am not selling bonds unless it gets too cheap to avoid"
X Link 2026-02-05T15:18Z 34.2K followers, [----] engagements
"Bought a starter in $APGE for a 3rd trading position. Gives me more to sell when the FOMO money rushes into biotech"
X Link 2026-02-05T15:33Z 34.2K followers, [----] engagements
"Here is where I stand with [--] trading positions to sell into the mania of the get rich quick buyout coming tomorrow biotech crowd. I added $APGE today for another trading position"
X Link 2026-02-05T15:45Z 34.2K followers, [----] engagements
"I nibbled some $INSM $BBIO $PTGX $IDYA $COGT and $PRAX today. Not quite to $XBI $120 yet but I am getting closer to my cash level for that target"
X Link 2026-02-05T19:53Z 34.1K followers, [----] engagements
"@andrzej_kalupa I bought yesterday. It had to do with Pfizer patents in Europe. Little effect for $BBIO"
X Link 2026-02-06T11:27Z 34.1K followers, [---] engagements
"Still trying to figure out why anyone is paying 10x sales for $LMND which still has not turned a profit vs 2.5x sales for $LIFE and .5x sales for $ROOT which are already profitable"
X Link 2026-02-06T16:17Z 34.2K followers, [----] engagements
"@iaai79322 No. I consider is fairly valued. Maybe closer to cheap side now. My value is about $4.50"
X Link 2026-02-06T23:43Z 34.1K followers, [--] engagements
"So far [--] Fintech companies reported. $SOFI and $AFRM did outstanding while $PGY sucked. I added more to my $SOFI and $AFRM as they are the winners. I am not going to pretend like they are cheap. Even after this sell off these cult stocks are a good 30% overvalued. I will set a cap on my positions size until the bubble in them pops. Then I will build a bigger position. https://twitter.com/i/web/status/2020874121622491624 https://twitter.com/i/web/status/2020874121622491624"
X Link 2026-02-09T14:55Z 34.2K followers, [----] engagements
"I was hoping $XBI would get to $140 before earnings so I could dump [--] more stocks down to top [--] and focus on sectors worth buying. Sell bubbles and buy value put me in sell mode for the bubbly $XBI but a buyer for cheap $FINX sector"
X Link 2026-02-09T21:38Z 34.2K followers, [----] engagements
"$FINX dead cat bounce or bottom Too early to call it. I am buying winners into dips. I am saving the losers to dump when we get back to the highs for this sector. Same playbook just a different sector"
X Link 2026-02-09T21:42Z 34.2K followers, [----] engagements
"$DDOG sold for a quick easy 18% in [--] days. Easy money"
X Link 2026-02-10T14:53Z 34.1K followers, [----] engagements
"Sold $SNOW for fast easy 15.5% gain in [--] day. I love easy money"
X Link 2026-02-10T15:06Z 34.2K followers, [----] engagements
"Sold $NET for a fast easy 7.5% in [--] days. Got [--] more to sell but I need more fomo chaser to push them up first"
X Link 2026-02-10T15:12Z 34.1K followers, [----] engagements
"Fintech popping like the rest of the bubbly market. I am gonna go sell something there to take advantage of it in case this is just a dead cat bounce"
X Link 2026-02-10T15:32Z 34.1K followers, [----] engagements
"Sold $CRWD and $ZS here. They were about flat but that gets me out of the bubbly tech stocks with a great profit in just a few days. FOMO money is easy money"
X Link 2026-02-10T15:35Z 34.1K followers, [----] engagements
"@DefinitelyJason I set up a notebook for each company and standardized how I name the imported annual reports slide decks and my reports/valuation. That make it easier for me to ask the AI to operations without constantly trying to figure out what files I am working with"
X Link 2026-02-10T20:01Z 34.1K followers, [--] engagements
"If I had to pick [--] companies right now as best in class for each sector I love to follow here would be my picks. Biotech: $INSM/ $BBIO Fintech: $SOFI/ $AFRM Tech: $TEM/ $SYM South America: $MELI/ $NU Asia $SE/ $FUTU"
X Link 2026-02-10T20:27Z 34.1K followers, [----] engagements
"Nibbled some $INSM and $BBIO. I will keep buying these [--] until big pharma wises up and buys them. That or they make me rich"
X Link 2026-02-10T20:31Z 34.2K followers, [----] engagements
"$UPST with very strong numbers and very strong guidance. The publishing the monthly numbers is huge help. I think the CEO transition will be good for them long term"
X Link 2026-02-10T21:25Z 34.2K followers, [----] engagements
"@WinnerInvestor"
X Link 2026-02-10T21:44Z 34.1K followers, [--] engagements
"Promoting $UPST to a core position. I will fill it out tomorrow"
X Link 2026-02-10T21:54Z 34.2K followers, [----] engagements
"This is newest one I did yesterday with best numbers to try to justify the price. Key AssumptionsDiscount Rate (WACC): 10% (based on cost of equity 14.9% from beta of [----] risk-free rate 4% market premium 5%; adjusted down for growth potential and weighted with low debt ratio of 7%). High-Growth Period: [--] years (20262030) with FCF growing at 25% annually (aligned with analyst revenue/EPS growth estimates of 2128% near-term tapering). Terminal Growth Rate: 4% (conservative long-term GDP + inflation proxy for a mature fintech). Shares Outstanding: [----] billion (latest data as of early 2026)."
X Link 2026-02-10T22:21Z 34.1K followers, [---] engagements
"@WinnerInvestor 4% is terminal value not growth"
X Link 2026-02-10T22:28Z 34.1K followers, [--] engagements
"@WinnerInvestor Hood is valued at 5x Sofi and all it offers is Crypto. Un oh"
X Link 2026-02-10T22:31Z 34.1K followers, [---] engagements
"@WinnerInvestor Maybe because its missing the spreeadseet in the middle"
X Link 2026-02-10T22:45Z 34.1K followers, [--] engagements
"@WinnerInvestor Its [--] years. @grok give us an intrinsic valued model for $SOFI"
X Link 2026-02-10T22:47Z 34.1K followers, [---] engagements
"@WinnerInvestor The one thing we wont disagree on is the fundamentals of $SOFI. I love the comments on Crypto adoption. There fees are too high though. I still opened an account with them. I want some SofiUSD just to have some"
X Link 2026-02-10T23:07Z 34.1K followers, [--] engagements
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