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# ![@Biotech2k1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1244781749458153480.png) @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: XXXXX [#](/creator/twitter::1244781749458153480/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244781749458153480/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +49%
- X Year XXXXXXXXX +7.60%

### Mentions: XXX [#](/creator/twitter::1244781749458153480/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244781749458153480/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +24%
- X Months XXXXX +0.22%
- X Year XXXXX +29%

### Followers: XXXXXX [#](/creator/twitter::1244781749458153480/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244781749458153480/c:line/m:followers.svg)

- X Week XXXXXX +0.21%
- X Month XXXXXX +1.30%
- X Months XXXXXX +19%
- X Year XXXXXX +34%

### CreatorRank: XXXXXXX [#](/creator/twitter::1244781749458153480/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244781749458153480/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$nams](/topic/$nams) #1, [$xene](/topic/$xene) #4, [$prax](/topic/$prax) #8, [$ptgx](/topic/$ptgx) #6, [stocks](/topic/stocks) #2623, [$bbio](/topic/$bbio) #3, [$tvtx](/topic/$tvtx) #2, [$imnm](/topic/$imnm) #1, [$axsm](/topic/$axsm) #5, [$idya](/topic/$idya) #9

**Top accounts mentioned or mentioned by**
[@bigchodu](/creator/undefined) [@gordonzhang81](/creator/undefined) [@joserestonva](/creator/undefined) [@optimistic24228](/creator/undefined) [@towiu2](/creator/undefined) [@biopharmiq](/creator/undefined) [@bio_mita](/creator/undefined) [@caseycarhart](/creator/undefined) [@drchik23](/creator/undefined) [@wassimlaroussi3](/creator/undefined) [@9parvin9](/creator/undefined) [@jfais20](/creator/undefined) [@doodaddoctor](/creator/undefined) [@grok](/creator/undefined) [@ilzizzo](/creator/undefined) [@ooskomodo](/creator/undefined) [@brandonjob23](/creator/undefined) [@bigmurf58](/creator/undefined) [@biostocks](/creator/undefined) [@doepkemichel](/creator/undefined)

**Top assets mentioned**
[NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Insmed, Inc. (INSM)](/topic/$insm) [Arcutis Biotherapeutics, Inc. Common Stock (ARQT)](/topic/$arqt) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Convex Finance (CVX)](/topic/$cvx) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Valero Energy Corporation (VLO)](/topic/$vlo) [Copiosa Coin (COP2)](/topic/$cop) [Baker Hughes Co (BKR)](/topic/$bkr) [Phillips XX (PSX)](/topic/$psx) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Main Street Capital Corporation (MAIN)](/topic/$main) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Itau Unibanco Holding S.A. (ITUB)](/topic/$itub) [Exxon Mobil (XOM)](/topic/$xom) [EOG Resources Inc (EOG)](/topic/$eog) [Bitcoin Incognito (XBI)](/topic/$xbi) [Litecoin (LTC)](/topic/$ltc) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Credicorp LTD (BAP)](/topic/$bap) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [SL Green Realty Corp. (SLG)](/topic/$slg) [EPR Properties (EPR)](/topic/$epr) [Limitus (LMT)](/topic/$lmt) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [AudioCoin (ADC)](/topic/$adc) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [General Dynamics Corporation (GD)](/topic/$gd) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Edgewise Therapeutics, Inc. Common Stock (EWTX)](/topic/$ewtx) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Vertex Protocol (VRTX)](/topic/$vrtx) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [Geron Corp (GERN)](/topic/$gern) [Dawn Protocol (DAWN)](/topic/$dawn)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ALVO is working in biosimilars. I know that might appeal to some but not to me"  
[X Link](https://x.com/Biotech2k1/status/1990409744058597747)  2025-11-17T13:20Z 33.1K followers, XXX engagements


"I tried to crunch the numbers as best as I could with the 563000 shares out after the 75/1 reverse split in August. The diluted today by about 503000 for the stock sales and another 234000 for the Warrants. If my math is right then $SPRB is worth $XXX per share"  
[X Link](https://x.com/Biotech2k1/status/1975913221581427148)  2025-10-08T13:16Z 33.1K followers, 108.2K engagements


"Listening to $PTGX at Evercore. First question was about M&A rumors. The CEO stated they would aways do what is best interest of shareholders. What would actually be best is to grow the company into a $XX billion company with success and not selling out to JNJ for a fraction of that amount. He was also talking about buybacks and dividends with the profits. What the Hell You only do buybacks and dividends when you have nothing better to invest money in like pipeline. Maybe JNJ should buy them out"  
[X Link](https://x.com/Biotech2k1/status/1997321518414504171)  2025-12-06T15:05Z 33.1K followers, 2909 engagements


"@Brandon_Job23 I have several others I would rather own long term like $COGT $PRAX $IDYA"  
[X Link](https://x.com/Biotech2k1/status/1996972666457039344)  2025-12-05T15:59Z 33.1K followers, XXX engagements


"I listened to $IDYA at Evercore webcast. They talked about the data which is good but doesn't help me on my valuation numbers"  
[X Link](https://x.com/Biotech2k1/status/1997335476974264782)  2025-12-06T16:01Z 33.1K followers, 2958 engagements


"I started a position in $ITUB today for my Financials portfolio. They have about a XX% earnings yield. They also have good growth and a great focus on Fintech. Their dividend is also impressive"  
[X Link](https://x.com/Biotech2k1/status/1998049151548874887)  2025-12-08T15:16Z 33.1K followers, 2123 engagements


"I know REIT's are cheap but I have a lot of them in my IRA so my Financial portfolio at Sofi has been a bit redundant after I sold all my Insurers. I think I might slowly rotate that into something new. Today I added $ITUB and $BAP. I have other ex-US stocks I have found to be super cheap. I might to a ex-US portfolio in there as its the one place to find value"  
[X Link](https://x.com/Biotech2k1/status/1998098497279590704)  2025-12-08T18:32Z 33.1K followers, 1742 engagements


"You can't make this stuff up. $KYMR with some very early phase X data now trades at a premium to $PTGX which has X phase X trials and and early phase X with Oral drugs that can be as effective"  
[X Link](https://x.com/Biotech2k1/status/1998114490588582112)  2025-12-08T19:36Z 33.1K followers, 3243 engagements


"Aerospace is one of my key portfolios even though its a very bubbly sector. Many of these companies trade at 40x 50x or 70x earnings with single digit growth. I use to have X companies but now I am down to X. I think I could even go to X after earnings. There are X companies that stand out to me as best of breed with strong growth clean balance sheet and good cash returns to shareholders. They are $RTX $LHX and $GD. All X of them are super bubbly and I would not add to any of them up here. There are X other suppliers I really like but they are way too bubbly to even own. They are $HWM $HEI"  
[X Link](https://x.com/Biotech2k1/status/1998350870900056084)  2025-12-09T11:15Z 33.1K followers, 1935 engagements


"The only thing $SGMO is on the fast track for is Bankruptcy. Its the definition of Shitco. I am more amazing this junk still sucks in investors"  
[X Link](https://x.com/Biotech2k1/status/1995865918858297363)  2025-12-02T14:41Z 33.1K followers, 2446 engagements


"I currently have X stocks in my Oil & Gas portfolio. I have owned $CVX $XOM $EOG $PSX and $VLO for years. Recently I bought starter positions in $COP and $BKR for more LNG exposure. I do plan to focus around X key companies by buying dips in the companies I want to hold while using any pops in oil to sell the companies I want to sell. I leaning heavily toward $CVX $COP $VLO and $BKR as my final X. Still doing my deep dives"  
[X Link](https://x.com/Biotech2k1/status/1998379776097005816)  2025-12-09T13:10Z 33.1K followers, 1774 engagements


"I have expanded my oil portfolio and my Aerospace portfolio to eight names now. I'm also looking at doing this with my finance and my tech portfolio. I currently have X names in my tech portfolio with Chinese Tech stocks. Today I set up a bid to buy some $FUTU at M1 to add that name to my portfolio. They're basically the fintech of china"  
[X Link](https://x.com/Biotech2k1/status/1948050816469701084)  2025-07-23T16:01Z 33.1K followers, 2358 engagements


"$SMMT data today looks best in class. This could be a $XX to $XX billion drug. $XX billion market cap may be cheap compare to where it could go. There is still a 10x potential in this company. Lets see how it acts tomorrow. If it is muted I will have to jump in"  
[X Link](https://x.com/Biotech2k1/status/1979959549713858927)  2025-10-19T17:15Z 33.1K followers, 36.8K engagements


"Just to be conservative because it is still in early phase X I downgraded my numbers for $KYMR's indications. That makes it massively over valued due to the excitement over STAT6. I have debated selling it due to a lack of validating data because of my new strategy but am still debating"  
[X Link](https://x.com/Biotech2k1/status/1981802474588545224)  2025-10-24T19:18Z 33.1K followers, 2269 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 33.1K followers, 15.3K engagements


"Nibbled a little $ZLAB here as I think its priced too cheap going into earnings. Anything positive could send it flying"  
[X Link](https://x.com/Biotech2k1/status/1982805006488076562)  2025-10-27T13:42Z 33.1K followers, 2031 engagements


"I have X companies I put at risk from the new stance of FDA against rare diseases. I sold $EWTX as most concerning. I have $WVE in DMD but it also has other programs to cover it. $SRRK is at risk with SMA but their issue seems limited to CDMO based on the CRL. The last is $BHVN which already paid for its CRL. I certainly would look to reduce exposure here as I find cool companies I like. Anything at risk will be skipped during reseach and things not in this space will get more preference"  
[X Link](https://x.com/Biotech2k1/status/1986137123079021036)  2025-11-05T18:22Z 33.1K followers, 3546 engagements


"I think for an investor to really see $ZLAB they have to be a second level thinking. You can get caught up in the short term headwinds with the current drugs like Zejula when they are launching Vyvgart and KarXT along with some other promising drugs. They also have a very interesting pipeline of their own like DLL3 IL-13/IL-31 and PD1/IL-12"  
[X Link](https://x.com/Biotech2k1/status/1986432740393136548)  2025-11-06T13:57Z 33.1K followers, 1921 engagements


"$ZLAB Updated Profile: This is my updated profile after Q3 earnings"  
[X Link](https://x.com/Biotech2k1/status/1986440172288766021)  2025-11-06T14:26Z 33.1K followers, 5672 engagements


"$VRTX with $XX billion sales and $XXX billion market cap could be the model for $INSM in XX years. Arikayce is worth $X billion Brinsupri is worth $X billion and TPIP could ad $X billion to $X billion in sales"  
[X Link](https://x.com/Biotech2k1/status/1988963372558348296)  2025-11-13T13:33Z 33.1K followers, 2092 engagements


"$NBIX looks like a great company. They have one great successful drug and a very big pipeline of new drugs they are developing. I know I should love them but they have become so big and so complex with all those drugs in pipeline that I could never get into them. I would rather something smaller and more understandable"  
[X Link](https://x.com/Biotech2k1/status/1989669720174281026)  2025-11-15T12:20Z 33.1K followers, XXX 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 33.1K followers, XXX engagements


"$SRPT I used to own very early on. Then they jumped into the gene therapy space which I think is very toxic. Now they are failing their confirmatory studies for the existing drugs. This is just a nightmare"  
[X Link](https://x.com/Biotech2k1/status/1989720850312945684)  2025-11-15T15:43Z 33.1K followers, 1090 engagements


"$TVTX is a company that I own. I really like their main drug but I do have them on my for sale list. Their pipeline is just too small. They don't have enough to keep the magic going"  
[X Link](https://x.com/Biotech2k1/status/1989721441693057039)  2025-11-15T15:45Z 33.1K followers, XXX 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 33.1K followers, 1838 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 33.1K followers, 1605 engagements


"$GERN is junk and it always has been. I am not going to waste any time on it"  
[X Link](https://x.com/Biotech2k1/status/1989758980869226509)  2025-11-15T18:14Z 33.1K followers, 2109 engagements


"$DAWN I called out as a company working is some very redundant indications. I think we are scraping the bottom of the barrel with these companies at the bottom of the $XBI. I will stop here"  
[X Link](https://x.com/Biotech2k1/status/1989759950076481724)  2025-11-15T18:18Z 33.1K followers, 1555 engagements


"$ARDX I have seen this company before but not sure where. They have X commercial drugs and X other in development. I am not sure they meet my criteria"  
[X Link](https://x.com/Biotech2k1/status/1990415444969210180)  2025-11-17T13:43Z 33.1K followers, XXX engagements


"$ARGX was a company I owned for a long time. I sold it because of the high level of competition popping up in this space. They have a huge sales level that now has to be defended against all comers"  
[X Link](https://x.com/Biotech2k1/status/1990415968921682355)  2025-11-17T13:45Z 33.1K followers, XXX engagements


"$MIRM is an interesting company. They have one very small set of drugs for Bile Acid which I have down for only about $XXX million sales. One of them they bought from $TVTX. They have a lead commercial drug with Livmarli which has X approved indication and another in development. They already do about $XXX million a year in sales. They could reach $X billion plus for this drug. It had BTD designation for its lead indication. They also have Volixibat which could do over $X billion in sales in its X indications. It has BTD designation for one of those indications. The last drug in the pipeline"  
[X Link](https://x.com/Biotech2k1/status/1990549163751116835)  2025-11-17T22:34Z 33.1K followers, 3490 engagements


"I might be crazy but I bought a starter in $NAMS. I do think this could be a big deal in a very high unmet need. If it were not oral and looking so safe I would not have bought it"  
[X Link](https://x.com/Biotech2k1/status/1990791478168396006)  2025-11-18T14:37Z 33.1K followers, 1811 engagements


"Here is my initial valuation for $NAMS. My AI assistants were down this morning but I was able to get them to help validate my numbers"  
[X Link](https://x.com/Biotech2k1/status/1990806610160275692)  2025-11-18T15:37Z 33.1K followers, 2984 engagements


"$NAMS looks interesting with a CETP inhibitor for Cardiovascular. It shows XX% to XX% decline in LDL-C in what appears to be a once daily safe pill. The safety seemed very good compared to placebo. Many drugs targeting CETP were previously developed but had to be dropped due to tox issues. This seems to overcome all those challenges. This could offer an option for millions of patients who need better therapies"  
[X Link](https://x.com/Biotech2k1/status/1990836364053786946)  2025-11-18T17:35Z 33.1K followers, 2129 engagements


"I bought a starter in $NAMS this morning. I think its a very interesting play on a huge potential market of cholesterol. They have great safety and good efficacy so far. If they get approved with a good label they could have a big blockbuster"  
[X Link](https://x.com/Biotech2k1/status/1990884799267934440)  2025-11-18T20:48Z 33.1K followers, 2204 engagements


"I finished up my DD on $ARQT. Unlike many of the bubbly names in biotech I actually think this is an underappreciated company. My valuation could be XX% to XXX% higher than the current price depending on low or high end of the estimates. Still reading through the filings. They go back to 2020"  
[X Link](https://x.com/Biotech2k1/status/1991501366045405562)  2025-11-20T13:38Z 33.1K followers, 2697 engagements


"Just listened to the $NAMS webcast from Jefferies. Probably a higher risk play for me as it has to deliver on the data"  
[X Link](https://x.com/Biotech2k1/status/1991560841913856030)  2025-11-20T17:34Z 33.1K followers, 2705 engagements


"#6 Commercial $ARQT: This is a new company for me. They have a very strong drug that is approved in Psoriasis and Atopic Dermatitis. This is a PDE4 topical treatment that comes in cream and foam. Its very effective and safe. They have could do a few billion in sales from this drug. They lack a larger pipeline but the management is talking about business development which could expand their pipeline. I will keep it a lower weighting until I know it better"  
[X Link](https://x.com/Biotech2k1/status/1991998773837373699)  2025-11-21T22:34Z 33.1K followers, XXX engagements


"#7 Commercial $TVTX: They have one strong drug with Filspari in IgAN. They could get approval early next year for FSGS which is a high unmet need. They could do a few billion in sales with this drug. They have one very small drug in the pipeline but could expand once they turn profitable. I will keep this a smaller position until I see how develop the company beyond just one drug"  
[X Link](https://x.com/Biotech2k1/status/1991998775909359725)  2025-11-21T22:34Z 33.1K followers, XXX engagements


"#8 Clinical $NAMS: This is a new company for me and probably a higher risk pick as they only have one drug in development right now. They are working in the CETP space. Many drugs in this space have failed before. So far they have strong efficacy and good safety. If this works out it could be a huge winner for millions of patients who need more therapies on top of statins to control their cholesterol. I plan to keep it a smaller weighting until I see how it plays out"  
[X Link](https://x.com/Biotech2k1/status/1992004379365310571)  2025-11-21T22:57Z 33.1K followers, 1829 engagements


"#6 Commercial $ARQT:"  
[X Link](https://x.com/Biotech2k1/status/1992193136098181605)  2025-11-22T11:27Z 33.1K followers, XXX engagements


"#7 Commercial $TVTX:"  
[X Link](https://x.com/Biotech2k1/status/1992193138773926046)  2025-11-22T11:27Z 33.1K followers, XXX engagements


"#8 Clinical $NAMS:"  
[X Link](https://x.com/Biotech2k1/status/1992195317333135556)  2025-11-22T11:35Z 33.1K followers, 1848 engagements


"#6 Commercial $ARQT:"  
[X Link](https://x.com/Biotech2k1/status/1992571494283833650)  2025-11-23T12:30Z 33.1K followers, XXX engagements


"#7 Commercial $TVTX:"  
[X Link](https://x.com/Biotech2k1/status/1992571667294601435)  2025-11-23T12:31Z 33.1K followers, 1174 engagements


"$NAMS First Profile: This is my first profile after Q3 earnings"  
[X Link](https://x.com/Biotech2k1/status/1992669973714726991)  2025-11-23T19:01Z 33.1K followers, 4096 engagements


"#8 Clinical $NAMS:"  
[X Link](https://x.com/Biotech2k1/status/1992676208274821201)  2025-11-23T19:26Z 33.1K followers, 2168 engagements


"Looking at the Cholesterol market for Obicetrapib from $NAMS. This drug seems to have strong efficacy with up to XX% LDL reductions and a safe oral pill route of administration. There are at least XX to XX million high risk patients who are not well controlled with Statins + PCSK9 drugs. If you give them just XX% of those patients at an annual cost of $2000 you get to a $XX billion potential. I used just $X billion as my starting number to be conservative. This could be a mega blockbuster if it is successful. I feel it is worth the risk reward profile for a small position in my portfolio"  
[X Link](https://x.com/Biotech2k1/status/1992946448283922651)  2025-11-24T13:20Z 33.1K followers, 3033 engagements


"#6 Commercial $ARQT:"  
[X Link](https://x.com/Biotech2k1/status/1993298093140562065)  2025-11-25T12:37Z 33.1K followers, 1179 engagements


"$TVTX Notes: Filspari is commercially approved in IgAN and doing very good. They have a PDUFA date of Jan XX 2026 for FSGS. This is a big indication for them so this approval is critical. Pegtibatinase is their second drug. They are working on manufacturing and plan to start a trial in first half of 2026. I have low expectations for this program. I am hopeful the company will use its cash once it turns profitable to do some business development and license or buy some assets to expand their pipeline"  
[X Link](https://x.com/Biotech2k1/status/1993299635427795098)  2025-11-25T12:44Z 33.1K followers, 2977 engagements


"#7 Commercial $TVTX:"  
[X Link](https://x.com/Biotech2k1/status/1993299725689442308)  2025-11-25T12:44Z 33.1K followers, 1596 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 2026. 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"  
[X Link](https://x.com/Biotech2k1/status/1993303185864216985)  2025-11-25T12:58Z 33.1K followers, 8376 engagements


"#7 Clinical $XENE:"  
[X Link](https://x.com/Biotech2k1/status/1993464377555706067)  2025-11-25T23:38Z 33.1K followers, 2303 engagements


"$NAMS Notes: Obicetrapib is a CETP inhibitor that is being developed for a once daily cholesterol therapy. They already complete two phase X trails with the Broadway and Brooklyn studies. They are currently enrolling the Prevail trail which measures Cardiovascular outcomes. Data from that trial is expected in late 2026. The phase X Rembrandt study is ongoing with an imaging study. They are also planning a Rubens phase X study in combination with ezetimibe in Type X diabetes"  
[X Link](https://x.com/Biotech2k1/status/1993466504617374143)  2025-11-25T23:47Z 33.1K followers, 4609 engagements


"#8 Clinical $NAMS:"  
[X Link](https://x.com/Biotech2k1/status/1993466655910117699)  2025-11-25T23:47Z 33.1K followers, 1931 engagements


"@TOWiU2 Find me sectors that are offering Buffets XX% discount for Margin of Safety and I will be happy to buy them"  
[X Link](https://x.com/Biotech2k1/status/1993641639685046481)  2025-11-26T11:23Z 33.1K followers, XX engagements


"@TOWiU2 They missed their own Revenue targets for X quarters in a row"  
[X Link](https://x.com/Biotech2k1/status/1993646145000894566)  2025-11-26T11:40Z 33.1K followers, XX engagements


"Sold $WVE to enforce my XX% stock level at $XBI $XXX. I like the company but DMD is too competitive and obesity is not validated enough"  
[X Link](https://x.com/Biotech2k1/status/1993692342918721889)  2025-11-26T14:44Z 33.1K followers, 2466 engagements


"The $XLP for consumer staples is only down about XXX% but I think that is very deceptive. XX% of the index is weighted to $COST & $WMT with XX to XX P/Es and X% growth. X super bubbly stocks are distorting the entire index. Many consumer staples are down about 20%"  
[X Link](https://x.com/Biotech2k1/status/1994038764516331807)  2025-11-27T13:41Z 33.1K followers, 1785 engagements


"Sold all of $BHVN today into the pop. It has been one disappointment after another since I bought them. They failed multiple trials now and then got a CRL on the SCA filing. They burn huge amounts of cash. I say thank you for the pop to sell"  
[X Link](https://x.com/Biotech2k1/status/1994439542774865930)  2025-11-28T16:13Z 33.1K followers, 1390 engagements


"I hit +55% today in biotech so I cut another company. I sold $BHVN as it was a huge disappointment with a long history of failures since I bought it"  
[X Link](https://x.com/Biotech2k1/status/1994439759184183552)  2025-11-28T16:14Z 33.1K followers, 2056 engagements


"Here is the game plan. At $XXX on $XBI I have $ZLAB and $VKTX yet to sell to get to my top XX. At $XXX on $XBI I sell $MIRM $ARQT $TVTX and $LQDA as they are good but not big enough pipelines to be my Forever X. At $XXX on $XBI I sell $PRAX $IMNM $XENE and $NAMS as they are great but not as powerful as my Forever X. After that I will chill in bonds until the bubble pops and manage my positions based on the $XBI level and my required cash levels"  
[X Link](https://x.com/Biotech2k1/status/1994504575886221719)  2025-11-28T20:32Z 33.1K followers, 8597 engagements


"@JoseRestonVA @jfais20 I agree. I want more $NAMS but I am patient enough to wait for a pull back"  
[X Link](https://x.com/Biotech2k1/status/1994834643364057495)  2025-11-29T18:23Z 33.1K followers, XXX engagements


"@BioStocks Don't forget $NAMS. $TEVA I don't get lol"  
[X Link](https://x.com/Biotech2k1/status/1995166288570900691)  2025-11-30T16:21Z 33.1K followers, 1411 engagements


"@BigChodu @DoodadDoctor You should probably go back and reread that. Nowhere did I say I quit biotech. I said quit buying biotech. That is a whole different meaning. I understand English in not a first language for some"  
[X Link](https://x.com/Biotech2k1/status/1995208175147241930)  2025-11-30T19:07Z 33.1K followers, XXX engagements


"I am gonna have to change my Forever X to a Forever X if $PRAX keeps this up. I will not sell a company doing that well"  
[X Link](https://x.com/Biotech2k1/status/1996694993012982234)  2025-12-04T21:35Z 33.1K followers, 1811 engagements


"$PRAX after hours carrying my YTD gain to +57%. They are now up over XXX% this year. This is why we never sell a perfectly good company who is doing everything right"  
[X Link](https://x.com/Biotech2k1/status/1996698733463945519)  2025-12-04T21:50Z 33.1K followers, 2122 engagements


"I did the math. If I add to my $PRAX today my DCA will rise to nearly $XX from $XX. I think I am OK with that since my worst case valuation now sits around $100"  
[X Link](https://x.com/Biotech2k1/status/1996946820296061338)  2025-12-05T14:16Z 33.1K followers, 1632 engagements


"I am at +58.46% YTD on biotech thanks to $PRAX juicing my performance today. It was up over XXX% for me but I nibbled some and lowered it to only 390%. I think the stock is worth $XXX if the Phase X for Ulix gets approval from FDA. I have not given value for the Reg data yesterday as I would like to see what it looks like before upgrading the multiple"  
[X Link](https://x.com/Biotech2k1/status/1996961022540697757)  2025-12-05T15:13Z 33.1K followers, 1702 engagements


"I heard something today listening to some old Berkshire Hathaway meetings from Buffet. He said "Bonds should always be your default investment until you see something in stocks worth doing. Then you do it." I am adopting that as part of my core strategy as I am already XX% or so in bonds anyway. I just might rotate some to shorter term bonds so they are more liquid"  
[X Link](https://x.com/Biotech2k1/status/1997055254161248359)  2025-12-05T21:27Z 33.1K followers, 2059 engagements


"My Crypto portfolio. I have X open bid for $BTC at $75000"  
[X Link](https://x.com/Biotech2k1/status/1997084914118713675)  2025-12-05T23:25Z 33.1K followers, 1477 engagements


"My IRA I raised some cash selling $SPHY. I plan to put it into $ADC or $LTC on a pull back to balance out my positions"  
[X Link](https://x.com/Biotech2k1/status/1997087595147247682)  2025-12-05T23:36Z 33.1K followers, 1291 engagements


"Here is my open post. I only let people I follow reply because it keeps all the bots out. If you want me to follow you so you can interact with my post just post here and I will gladly do so"  
[X Link](https://x.com/Biotech2k1/status/1995904351873679553)  2025-12-02T17:14Z 33.1K followers, 1960 engagements


"Made a few moves in my Financials portfolio. I sold $MAIN for a profit as I have it in my IRA so eliminating redundancy. I added $ITUB and $BAP today"  
[X Link](https://x.com/Biotech2k1/status/1998060807339626567)  2025-12-08T16:03Z 33.1K followers, 2465 engagements


"Sold all my $PSX today for a huge gain. Oil stocks trading near XX week highs while oil itself trades near XX week lows. I will move this cash to bonds like with my Aerospace portfolio"  
[X Link](https://x.com/Biotech2k1/status/1998431770593902967)  2025-12-09T16:37Z 33.1K followers, 1570 engagements


"The core 8: Commercial: $INSM $BBIO $AXSM $CRNX Clinical: $CYTK $PTGX $PRAX $CDTX Maybes: $XENE $IMNM"  
[X Link](https://x.com/Biotech2k1/status/1987874905317425198)  2025-11-10T13:28Z 33.1K followers, 4454 engagements


"I think I am ready to nominate a new X horsemen of Biotech. They are $INSM $BBIO $AXSM and $PTGX. I think all X of these companies are the best of the best"  
[X Link](https://x.com/Biotech2k1/status/1988372227868479848)  2025-11-11T22:24Z 33.1K followers, 9165 engagements


"I have about XX companies I have selected that won't get sold into the biotech bubble. These are the survivors and winners of the last bear market. Commercial: $INSM $BBIO $AXSM $CRNX Clinical: $CYTX $PTGX $IDYA $PRAX $CDTX $XENE Everything else has set strategy to fade into the rally as the bubble gets bigger and bigger like 2021. If there is a bull market in biotech that means there will be a bear market somewhere else that I can go buy value"  
[X Link](https://x.com/Biotech2k1/status/1988567013426360502)  2025-11-12T11:18Z 33.1K followers, 5016 engagements


"Let's see how this lines up now: Commercial: $INSM Pulmonary $BBIO Rare Diseases $AXSM CNS $CRNX Endocrine $MIRM Rare Liver Diseases $ARQT Dermatology $TVTX Renal $LQDA Pulmonary Clinical: $CYTK Cardio $PTGX I&I Orals $IDYA Oncology $PRAX Seizures and Epilepsy $COGT Mast Cells Disorders $IMNM Oncology $NAMS Cholesterol $XENE Seizures and Epilepsy That is my layout as every company on here has the potential to be a best in class company in their area of focus. These are my absolute best Ideas after X or X trips through the $XBI and $NBI looking at pipelines"  
[X Link](https://x.com/Biotech2k1/status/1990845654013522166)  2025-11-18T18:12Z 33.1K followers, 8730 engagements


"One thing I did do today. In my IRA I had some cash building up from dividends and interest. Today I put all that cash into $MAIN at $XX. That will keep the income flowing"  
[X Link](https://x.com/Biotech2k1/status/1990887628086936019)  2025-11-18T20:59Z 33.1K followers, 2281 engagements


"#2 Commercial $BBIO:"  
[X Link](https://x.com/Biotech2k1/status/1993282025487519812)  2025-11-25T11:34Z 33.1K followers, 1653 engagements


"$AXSM Notes: Auvelity is doing very well right now in MDD. It should be submitted by end of year for Alzheimer's Agitation. It has Breakthrough Therapy for that indication. These X indications could turn Auvelity into a mega blockbuster drug. They are doing a smoking cessation study for this drug but I have low expectations for that indication. Sunosi is doing well in Excessive Daytime Sleepiness. It has multiple phase X trails ongoing for ADHD MDD Binge Eating Disorder and Shift work disorder. The ADHD should read out by end of 2025 with the rest reading out in 2026. I don't expect this to"  
[X Link](https://x.com/Biotech2k1/status/1993284876573794653)  2025-11-25T11:45Z 33.1K followers, 3288 engagements


"#3 Commercial $AXSM:"  
[X Link](https://x.com/Biotech2k1/status/1993284980437594202)  2025-11-25T11:45Z 33.1K followers, 1724 engagements


"My Forever X companies in biotech that do not plan to sell are $INSM $BBIO $AXSM $CRNX $CYTK $PTGX $IDYA and $COGT. Those are the companies that emerged from the last bear market is huge winners. Everything else could be cleared for profits as the sector goes higher. That will completely reset me again from the last top in 2021. I am now XXXXX% above my old highs. My biotech portfolio is dwarfing my other portfolios. I am sure the others will grow when their time comes to be a darling sector"  
[X Link](https://x.com/Biotech2k1/status/1994501943386161480)  2025-11-28T20:21Z 33.1K followers, 10.8K engagements


"@grok remind us what percent of funds actually beat the market over the long term"  
[X Link](https://x.com/Biotech2k1/status/1995625288823189805)  2025-12-01T22:45Z 33.1K followers, 1873 engagements


"In Search of Value: Looking for value in biotech. So what is of value here These values do not include the -XX% margin of safety I would require because of chance my numbers are off. I take the value price and * .8 to get the price at which I could buy. Forever 8: $INSM price = $XXX vs $XXX way over valued $BBIO price = $XX vs $XX value misses safety $AXSM price = $XXX vs $XXX way below value $CRNX price = $XX vs $XX way below value $CYTK price = $XX vs $XX value over valued $PTGX price = $XX vs $XX value misses safety $IDYA price = $XX vs $XX way below value $COGT price = $XX vs $XX way"  
[X Link](https://x.com/Biotech2k1/status/1995824058244428268)  2025-12-02T11:55Z 33.1K followers, 5884 engagements


"Others: $MIRM price = $XX vs $XX value misses safety $ARQT price = $XX vs XX value is cheap $TVTX price = $XX vs $XX value is very low $LQDA price = $XX vs $XX value is low but Patent* $PRAX price = $XXX vs $XXX value low if Phase X is good $IMNM price = $XX vs $XX value is overvalued $XENE price = $XX vs $XX value misses safety $NAMS price = $XX vs $XX value is still good for buying"  
[X Link](https://x.com/Biotech2k1/status/1995825648443572532)  2025-12-02T12:01Z 33.1K followers, 2291 engagements


"$PRAX is classic example why Buyouts are stupid. Why take a XX% or XX% premium for a buyout when you can get XXX% by watching a great company develop. I think they could get to $1000 if they keep executing on all their programs over time. That would be a 25x return on our first purchase at $37.50"  
[X Link](https://x.com/Biotech2k1/status/1996961638096736266)  2025-12-05T15:15Z 33.1K followers, 3572 engagements


"@ilzizzo I have X in my portfolio now with $INSM $BBIO & $AXSM. Soon to have $CRNX join the club and probably $CYTK & $PTGX next year"  
[X Link](https://x.com/Biotech2k1/status/1997052850673688997)  2025-12-05T21:17Z 33.1K followers, XXX engagements


"My Oil & Gas portfolio. I added $COP and $BKR. I sold my $TLT"  
[X Link](https://x.com/Biotech2k1/status/1997081878835220504)  2025-12-05T23:13Z 33.1K followers, XXX engagements


"Looking at the $CRNX December slide deck. They show 11500 patients actively treated for Acromegaly. They launched Plasonify at $290k gross. I expect net to be around $240k. If you take half that patient population at 5750 * 240k you get to $XXXX billion in peak sales. I set my sales to $X billion to start. I am still waiting to see the first full quarter of sales from the launch"  
[X Link](https://x.com/Biotech2k1/status/1997299208739565821)  2025-12-06T13:36Z 33.1K followers, 2723 engagements


"Listening to $MIRM at Evercore. They are talking about the market size for Fragile X syndrome. They expect $X billion or more in peak sales. There are about 50000 patients in US and Europe. A drug in that space could go upward of $200k or more. To reach a billion they would need only about 5000 of those patients at that price. I find that very achievable. For each additional 5000 patients of market share they would add another $X billion in gross sales"  
[X Link](https://x.com/Biotech2k1/status/1997302304026841251)  2025-12-06T13:49Z 33.1K followers, 2130 engagements


"@gordonzhang81 XXX% real weight loss is actually very weak compared to GLP1"  
[X Link](https://x.com/Biotech2k1/status/1998106274635063560)  2025-12-08T19:03Z 33.1K followers, XX engagements


"@gordonzhang81 At least $GPCR data compares OK with Lilly which means someone like Novartis may overpay to buy it"  
[X Link](https://x.com/Biotech2k1/status/1998107591831064807)  2025-12-08T19:09Z 33.1K followers, XXX engagements


"I looked at $SPRB and I agree with @MartinShkreli on this one. MPS3 could be woth $XXX mil to $XXX mil based on market share. The company is filing in Q1 2026 with BTD. They could easily trade at $XXX million market cap which is another XXX% upside. My biggest concern would be the unknown management"  
[X Link](https://x.com/Biotech2k1/status/1975905042742812675)  2025-10-08T12:44Z 33.1K followers, 69.2K engagements


"I get the feeling that $DNLI is at that $ALNY moment where it has finally got a PDUFA data for its transport technology which could eventually lead to a big and broad pipeline. The only difference is the market has not figured it out yet. It took a long time for them to catch on to $ALNY too"  
[X Link](https://x.com/Biotech2k1/status/1976643833795334313)  2025-10-10T13:39Z 33.1K followers, 4928 engagements


"$ZLAB is a company I am waiting to see earnings. This is such an under appreciated company going into earnings. I think it trades at half its value. This could be a big winner if they have any good news"  
[X Link](https://x.com/Biotech2k1/status/1984213123965059416)  2025-10-31T10:57Z 33.1K followers, 1957 engagements


"$IDYA: XXXX million shares outstanding. $XXXX billion cash. They have no debt. They are actually cash flow positive Year to Date due to $XXX million from collaborations"  
[X Link](https://x.com/Biotech2k1/status/1985833372988403764)  2025-11-04T22:15Z 33.1K followers, 2725 engagements


"$UPB: XXXXX million shares outstanding. $XXX million cash. $X debt. Burned about $XXX million cash Year to Date. Partnership with Lonza where they licenses Verekitug world wide. They pay an annual amount for a license fee which sounds like around $500000. Then they will pay a low single digit royalty on net sales"  
[X Link](https://x.com/Biotech2k1/status/1986055340941554050)  2025-11-05T12:57Z 33.1K followers, 2245 engagements


"$ARWR meets all my criteria with a company in late stage diverse pipeline and breakthrough therapy designation. I use to own them way back in the early days. I do have to admit I don't find the whole cholesterol space that exciting with so much competition. I do have it on my watch list"  
[X Link](https://x.com/Biotech2k1/status/1989696354340290717)  2025-11-15T14:05Z 33.1K followers, 1224 engagements


"$ACAD was one of my worst disasters in biotech. The company has failed over and over again since their early success in Nuplazid. I don't see any reason to spend any more time on them"  
[X Link](https://x.com/Biotech2k1/status/1989697194027311364)  2025-11-15T14:09Z 33.1K followers, 1247 engagements


"I sold all my Insurers today as I was traveling. I made between X% and XX% on each in a short time. I replace them with REIT's again. I now have $O $SLG $MAIN $EPR and $LTC"  
[X Link](https://x.com/Biotech2k1/status/1993741513193607321)  2025-11-26T17:59Z 33.1K followers, 1605 engagements


"I did a valuation checkup on my Oil & Gas stocks today. When I first starting buying them they had and earnings yield of over 7%. Today they are all below X% earnings yield. They are getting more expensive as prices remain high but earnings fade. They need to pull back a good XX% to get attractive. $CVX $XOM $EOG $PSX and $VLO"  
[X Link](https://x.com/Biotech2k1/status/1994787689447436701)  2025-11-29T15:17Z 33.1K followers, 3378 engagements


"For the life of me I can't understand why $VLO stock is up XX% over the last year while the earnings dropped nearly 50%. It has to be the most bubbly of all Oil & Gas companies"  
[X Link](https://x.com/Biotech2k1/status/1994798520176390648)  2025-11-29T16:00Z 33.1K followers, 2046 engagements


"$COP is looking super attractive. Their stock is down over XX% over the last year but earnings are only down about 12%. They reduced debt and trade at a X% earnings yield suggesting a good value. I think I will add them to my Oil and Gas portfolio and possibly replace something less desirable"  
[X Link](https://x.com/Biotech2k1/status/1994800785247346783)  2025-11-29T16:09Z 33.1K followers, 1918 engagements


"My Non Biotech Names: Oil & Gas: $CVX $XOM $EOG $PSX $VLO This portfolio is XX% stock XX% bonds for last X years. Aerospace: $RTX $LMT $NOC $LHX $GD This portfolio is XX% stock and XX% bonds for last X years. Consumer Staples: $KO $MKC $CDH $HRL $PG Trading positions in $PEP $FDP $CLX and $HSY. This is now XX% stock and XX% bonds as it was my old Tech portfolio. Financials: $O $SLG $MAIN $EPR $LTC This is X% stock and XX% bonds as I just sold insurers and started to rotate into REITs/BDCs"  
[X Link](https://x.com/Biotech2k1/status/1995170441984442764)  2025-11-30T16:37Z 33.1K followers, 3089 engagements


"I added some $MAIN $EPR and $LTC to balance out my REIT portfolio. I had odd sized positions in there. None of them are really down enough to add bigger positions except maybe $SLG so I am waiting. I have the cash but waiting for the right price"  
[X Link](https://x.com/Biotech2k1/status/1995908930854162529)  2025-12-02T17:32Z 33.1K followers, 1855 engagements


"Found a small lump on my dog right between here top front of leg and stomach right in that fold. It seems hard and about pea size. It looks sore and she acted like it hurt. It felt smooth. I put some Neosporin on it but I am worried as the Vets are closed today do to a snow storm. I am really worried its a tumor that just got sore because it grew big enough to rub on and get sore"  
[X Link](https://x.com/Biotech2k1/status/1995917952982679654)  2025-12-02T18:08Z 33.1K followers, 3971 engagements


"Been using my time going over deep dives on my companies outside of Biotech. Today I have been reading the 10Q for $CVX. They spent about $XX billion for Hess. That boosted net income about $XXX million on the bottom line. They wracked up about $XX billion in debt. They generated about $XX billion in free cash flow. They spent about $XXX billion on dividends and another $XXX in buybacks"  
[X Link](https://x.com/Biotech2k1/status/1996651740695818366)  2025-12-04T18:44Z 33.1K followers, 3490 engagements


"I sold my $TLT in my Oil and Gas portfolio to raise some cash. I then bought starter positions in $COP and $BKR. I want to eventually exchange companies to go from: $CVX $XOM $EOG $PSX and $VLO to $CVX $COP $VLO and $BKR. This allows me to cover more diverse portion of Oil and Gas with fewer companies. $COP and $BKR get me more exposure to LNG. All have good cash flow and strong balance sheets"  
[X Link](https://x.com/Biotech2k1/status/1996956784053915886)  2025-12-05T14:56Z 33.1K followers, 1676 engagements


"My Aerospace is unchanged. If I every see anything worth buying I will"  
[X Link](https://x.com/Biotech2k1/status/1997080259808636968)  2025-12-05T23:06Z 33.1K followers, XXX engagements


"Listened to the $INSM webcast from Evercore. They are still guiding to only $X billion peak sales for Brinsupri in Bronchiectasis. The analysts have this at $XX billion and I had it at $X billion. I think this might be over exuberance so I am backing my number down to $XXX billion for that indication. This actually lowers my valuation to $XXX. I really think the market is getting way to over excited and will eventually get adjusted to a better valuation"  
[X Link](https://x.com/Biotech2k1/status/1997271747972759999)  2025-12-06T11:47Z 33.1K followers, 2365 engagements


"$AXSM finally playing some catchup as it was just so undervalued. My most conservative numbers puts the company at $XXX and could be worth up to $XXX. I think it still has room to run before it becomes fully valued"  
[X Link](https://x.com/Biotech2k1/status/1997274125316845856)  2025-12-06T11:57Z 33.1K followers, 1517 engagements


"I was listening to the $BBIO webcast from Evercore. They talked about the potential for ADH1. There are about 3000 to 5000 patients in the US. A rare disease pricing for a population that small could go in the $400k to $500k range. If I use 2500 patients at $400k I get to $X billion in revenues. That is my new updated number for ADH1"  
[X Link](https://x.com/Biotech2k1/status/1997278977908429090)  2025-12-06T12:16Z 33.1K followers, 2162 engagements


"Looking at the numbers for Limb Girdle from the $BBIO webcast. They mentioned 7500 patients at a similar rare disease pricing. I took half or 3750 patient * $350k price to get to $XXX billion in potential peak sales. That gives me confidence to raise my number from $XXX million to $X billion now"  
[X Link](https://x.com/Biotech2k1/status/1997283598722846991)  2025-12-06T12:34Z 33.1K followers, 2469 engagements


"Listening to the $AXSM webcast. They expect Auvelity to do $X billion - $X billion in MDD. I am using $X billion. The drug hit a annual run rate of about $XXX million still growing at 56%. I think it could get to $XXX billion but I am very conservative. They talked about ADA adding another $XXX billion to $X billion. I am also very conservative with that and gave them $X billion peak sales until we see how well it does in that indication. Auvelity is going to be a good blockbuster for them with $X billion + sales. The key now is looking for any signs that another drug within the pipeline"  
[X Link](https://x.com/Biotech2k1/status/1997296563731718196)  2025-12-06T13:26Z 33.1K followers, 1962 engagements


"Listened to the $TVTX webcast from Evercore. No details on the potential for Filspari in IgAN or FSGS. I did dial back my estimates a bit as I fear I might be too high. I cut IgAN from $X billion back to $XXX million in line with analysts estimates. I cut FSGS back from $XXX billion to $X billion more inline with analysts estimates"  
[X Link](https://x.com/Biotech2k1/status/1997316766024835500)  2025-12-06T14:46Z 33.1K followers, 1315 engagements


"$PRAX posters from Reg in DEE's. They have XX% placebo adjusted reduction is seizures"  
[X Link](https://x.com/Biotech2k1/status/1997364813475815897)  2025-12-06T17:57Z 33.1K followers, 2057 engagements


"$PRAX poster for Vormat in FOS. Up to XXX% seizure reduction"  
[X Link](https://x.com/Biotech2k1/status/1997365389764788288)  2025-12-06T17:59Z 33.1K followers, 3186 engagements


"One of the things I have been learning up on is the role of Cholesterol in neuroinflammation and its role in things like Alzheimer's. When I first heard about this I thought it was fantasy. I am very interesting as $NAMS is doing a trail next year in specific genotypes at high risk for Alzheimer's. I have low expectations because everything fails in this indication. I do think it could give the drug a differentiated profile if it help lower the risk"  
[X Link](https://x.com/Biotech2k1/status/1997637725793448020)  2025-12-07T12:02Z 33.1K followers, 3292 engagements


"@gordonzhang81 Meh. I doubt it keeps up with GLP1. I doubt it even competes. I certainly don't mind that I sold it. The stock reaction looks silly"  
[X Link](https://x.com/Biotech2k1/status/1998100268727275860)  2025-12-08T18:40Z 33.1K followers, XX engagements


"@Optimistic24228 I had been nibbling. I added some $COP and $BKR to my oil portfolio which I had for many years"  
[X Link](https://x.com/Biotech2k1/status/1998131664262939086)  2025-12-08T20:44Z 33.1K followers, XXX engagements


"I could not reply so I quoted it. I use to own $ARGX. I think its an amazing drug. I don't own it anymore because its just too big now. Other things are now in development I think could be better someday"  
[X Link](https://x.com/Biotech2k1/status/1975707910278893782)  2025-10-07T23:40Z 33.1K followers, 5193 engagements


"I mentioned before that $XENE was pushing up against fully valued by my valuation model. Not anymore after earnings looks like it's getting sold off"  
[X Link](https://x.com/Biotech2k1/status/1985466266950250832)  2025-11-03T21:57Z 33.1K followers, 2093 engagements


"$XENE Updated Profile: This is my updated profile after Q3 earnings"  
[X Link](https://x.com/Biotech2k1/status/1985673488837853261)  2025-11-04T11:40Z 33.1K followers, 11.2K engagements


"#10 $IMNM: This is a new company for me working on oncology with ADC's and Radioligand antibody drugs. They have Clay Siegall from Seattle Genetics running the company. Based on the early data I went over in Desmoid tumors I like the opportunity. They have several early stage ADC's and Radioligand therapies that look interesting. A very exciting and awesome looking young oncology company"  
[X Link](https://x.com/Biotech2k1/status/1988940527761346945)  2025-11-13T12:02Z 33.1K followers, 3264 engagements


"One of the things that has a dominant part in my portfolio today is Conjugates. Taking a drug and binding it to an Antibody Fragment of an Antibody a protein ligand or other vehicle for delivery. $PTGX uses protein drug conjugates for oral peptides. $CRNX is also working on nonpeptide drug conjugates for the oncology space. This takes a ligand for a specific receptor and conjugates to it a payload for targeting cancer cells. $CDTX uses its Cloudbreak platform to make Fc drug conjugates that uses a small Fc part of an antibody conjugated to the antigen binding domain. This works by binding the"  
[X Link](https://x.com/Biotech2k1/status/1988970064217870601)  2025-11-13T13:59Z 33.1K followers, 6932 engagements


"$XENE goes back into Top XX as $CDTX is now getting bought out. Not that I like them less. I just had pick the better looking platform at that time"  
[X Link](https://x.com/Biotech2k1/status/1989115350068392115)  2025-11-13T23:37Z 33.1K followers, 2000 engagements


"New # X $XENE:"  
[X Link](https://x.com/Biotech2k1/status/1989120236881433007)  2025-11-13T23:56Z 33.1K followers, 1536 engagements


"New #9 $XENE:"  
[X Link](https://x.com/Biotech2k1/status/1989120556885766237)  2025-11-13T23:57Z 33.1K followers, 2419 engagements


"New #9 $XENE: I don't talk much about them. I think they have a best in class Kv7 drug for seizures and epilepsy. They are currently in phase X. I would really like to see that phase X data before I feel much better with this company long term. They have a few other early stage drugs they are working to bring into the pipeline now. That should provide a next generation of drugs"  
[X Link](https://x.com/Biotech2k1/status/1989121178628444231)  2025-11-14T00:00Z 33.1K followers, 1842 engagements


"Here I go again. We have X buyouts this year with $BPMC $VRNA $AKRO $MTSR & now $CDTX. We have X major winners in $INSM $BBIO & $PRAX. If you feel like you benefit from my content please pick a charity near and dear to your heart and make the world a better place. Most people want to make money off you. I just want to help make money for you. Happy investing"  
[X Link](https://x.com/Biotech2k1/status/1989288649175842985)  2025-11-14T11:05Z 33.1K followers, 6542 engagements


"$PTCT is a company I looked at many times. I always walked away because they never seem to have a pipeline listed on their website. They have multiple commercial drugs but none of them seem to be a very big deal. I just don't understand it so I move on. It goes on the too hard pile"  
[X Link](https://x.com/Biotech2k1/status/1989673454753202590)  2025-11-15T12:34Z 33.1K followers, 1725 engagements


"$TGTX is a company I take a lot of hate for hating. I just don't care. All they have is a cheap rip off of Rituximab that isn't that much better. Fleecing patients with a premium priced product that offers no real extra benefit"  
[X Link](https://x.com/Biotech2k1/status/1989683397095010374)  2025-11-15T13:14Z 33.1K followers, 1280 engagements


"$CGON is an oncolytic company. I think they meet all my requirements except they have just X drug in their pipeline. This is all they have. That would be great for a short time but its not what I am looking for"  
[X Link](https://x.com/Biotech2k1/status/1989740144199692505)  2025-11-15T16:59Z 33.1K followers, XXX engagements


"$IMVT is a company I use to own for a short time when $ARGX was a big investment for me. After a while I sold it because I don't see how they compete so late to the game"  
[X Link](https://x.com/Biotech2k1/status/1989740871604994374)  2025-11-15T17:02Z 33.1K followers, 1000 engagements


"$AMRX is working in generic and specialty pharma. That is not my area of focus"  
[X Link](https://x.com/Biotech2k1/status/1990410343168819283)  2025-11-17T13:23Z 33.1K followers, XXX engagements


"#6 Clinical $IMNM: This is a new company for me working on oncology with ADC's and Radioligand antibody drugs. They have Clay Siegall from Seattle Genetics running the company. Based on the early data I went over in Desmoid tumors I like the opportunity. They have several early stage ADC's and Radioligand therapies that look interesting. A very exciting and awesome looking young oncology company"  
[X Link](https://x.com/Biotech2k1/status/1992003234051785082)  2025-11-21T22:52Z 33.1K followers, 1008 engagements


"#7 Clinical $XENE: I don't talk much about them. I think they have a best in class Kv7 drug for seizures and epilepsy. They are currently in phase X. I would really like to see that phase X data before I feel much better with this company long term. They have a few other early stage drugs they are working to bring into the pipeline now. That should provide a next generation of drugs"  
[X Link](https://x.com/Biotech2k1/status/1992003521630052658)  2025-11-21T22:53Z 33.1K followers, 2053 engagements


"#2 Clinical $PTGX:"  
[X Link](https://x.com/Biotech2k1/status/1992194385576906792)  2025-11-22T11:32Z 33.1K followers, XXX engagements


"#3 Clinical $IDYA:"  
[X Link](https://x.com/Biotech2k1/status/1992194502895763776)  2025-11-22T11:32Z 33.1K followers, XXX engagements


"#6 Clinical $IMNM:"  
[X Link](https://x.com/Biotech2k1/status/1992194990747832797)  2025-11-22T11:34Z 33.1K followers, XXX engagements


"#7 Clinical $XENE:"  
[X Link](https://x.com/Biotech2k1/status/1992195110600126957)  2025-11-22T11:35Z 33.1K followers, 1864 engagements


"#6 Clinical $IMNM:"  
[X Link](https://x.com/Biotech2k1/status/1992660790663434438)  2025-11-23T18:25Z 33.1K followers, 1713 engagements


"#7 Clinical $XENE:"  
[X Link](https://x.com/Biotech2k1/status/1992661090342166761)  2025-11-23T18:26Z 33.1K followers, 3284 engagements


"$PTGX Notes: Rusfertide has breakthrough therapy designation for Polycythemia Vera. They plan to submit the NDA by the end of the year. They get XX% of US if they opt in and about XX% if they opt out. Icotrokinra was submitted by JNJ for severe Plaque Psoriasis. They just read out good phase X data for Ulcerative Colitis. They have this in phase X for Psoriatic Arthritis. They are planning to test it in Chron's too. They get about a XX% royalty on world wide sales. PN-881 is their early stage oral IL-17 drug. I am waiting to see the efficacy data"  
[X Link](https://x.com/Biotech2k1/status/1993319748415680743)  2025-11-25T14:03Z 33.1K followers, 3872 engagements


"$IDYA Notes: Darovasertib is in phase 2/3 in combo with crizotinib in 1st line HLA2 negative metastatic Uveal Melanoma. The data is expected in late 2025 or Q1 of 2026. They presented data in combo with crizontinib in both HLA2 negative and positive patients from the phase X study at SMR. They presented phase X data in the Neoadjuvant setting at ESMO and plan to start the phase X study in the Neoadjuvant setting. They plan to initiate a phase X study in the Adjuvant setting along with Servier in combo with crizontinib. That should start in the first half of 2026. IDE397 is their Trop2 ADC in"  
[X Link](https://x.com/Biotech2k1/status/1993324811150356527)  2025-11-25T14:24Z 33.1K followers, 4241 engagements


"#6 Clinical $IMNM:"  
[X Link](https://x.com/Biotech2k1/status/1993461280276173304)  2025-11-25T23:26Z 33.1K followers, 1303 engagements


"$XENE Notes: Azetukalner is in development for FOS and Generalized Epilepsy. The phase X XTOLE2 data is expected in early 2026 for FOS. The phase X XTOLE3 study continues to enroll for FOS. The phase X study for Tonic Clonic seizures is enrolling. They have two phase X studies going on for MDD. The first of two phase X studies in Bipolar Disorder is currently being designed. They have several early stage drugs in the NAV space for pain and seizures. I will have to wait to see data from them"  
[X Link](https://x.com/Biotech2k1/status/1993464235850920247)  2025-11-25T23:38Z 33.1K followers, 3541 engagements


"Looking at valuations: $O trades at 13.5x FFO $SLG trades at 8x FFO $MAIN trades at 11.5x Earnings $EPR trades at 10x FFO $LTC 13.5x FFO $ADC 17.5x FFO too expensive $STAG 15.5x FFO too expensive"  
[X Link](https://x.com/Biotech2k1/status/1994441534175850732)  2025-11-28T16:21Z 33.1K followers, 1945 engagements


"The Forever 8: X. $INSM with potential $XX billion sales. X. $BBIO with potential $X billion sales. X. $AXSM with potential $XXX billion sales. X. $CRNX with potential $XXX billion sales. X. $CYTK with potential $X billion sales. X. $PTXG with potential $X billion royalties and $X billion sales. X. $IDYA with potential $XXX billion sales. X. $COGT with potential $X billion sales. Always subject to change if someone fails"  
[X Link](https://x.com/Biotech2k1/status/1995168574067851725)  2025-11-30T16:30Z 33.1K followers, 22.2K engagements


"Analysis of an investment. Here I want to look at something I have called out for many years. It is the tendency of investors to miss great opportunities just because the stock price went up. When I first got into $BBIO it had a huge rally into the $30's. I started buying based on the data and my valuation model saying it was worth far more than that. Then it got into the 40's and again investors wanted a pullback to get in. No one ever wants to pay up for a company. They key aspect here is data validates science which generates more value which leads to more capital and data to keep the"  
[X Link](https://x.com/Biotech2k1/status/1996552867235139593)  2025-12-04T12:11Z 33.1K followers, 2129 engagements


"Since I was at XXXX% stock vs my XX% goal at XBI $XXX I used some of the cash I got from selling $VKTX yesterday to nibble some $PTGX $IDYA $COGT and $PRAX to increase my weightings in these companies. I am now just over XXXX% stock. I could nibble some more but I would wait for a pull back to buy again"  
[X Link](https://x.com/Biotech2k1/status/1996960322750447670)  2025-12-05T15:10Z 33.1K followers, 4134 engagements


"I now have X Commercial Companies and X Clinical Companies flagged as my Forever stocks. That leaves me open for a buyout if JNJ wants to grossly over pay for $PTGX It would fix my problem lol"  
[X Link](https://x.com/Biotech2k1/status/1997091950974075061)  2025-12-05T23:53Z 33.1K followers, 1859 engagements


"$PTGX talking a lot about obesity for their oral peptide engineering technology. Is this a teaser of where they are looking to go next after Oral IL drugs It would be another big opportunity if they could bring any unique approach to obesity"  
[X Link](https://x.com/Biotech2k1/status/1997324080605725122)  2025-12-06T15:15Z 33.1K followers, 1593 engagements


"$XENE poster for the X-TOLE data"  
[X Link](https://x.com/Biotech2k1/status/1997371603819082053)  2025-12-06T18:24Z 33.1K followers, 1641 engagements


"Listened to X of the webcast for $NAMS. The company believes it could do $X billion in cardiovascular is the Prevail trial does well. I only have them at $X billion right now to be cautious. They also have a trial in Alzheimer's prevention. If that ends up to be successful that could at another $X billion in sales. I could see a scenario where their drug could be $XX billion plus. That makes it a huge risk/reward speculation pick. All of the data so far looks great"  
[X Link](https://x.com/Biotech2k1/status/1997444405699965420)  2025-12-06T23:13Z 33.1K followers, 3610 engagements


"I got a South American Bank that I have been following for years. Tomorrow I plan to start a position in it as the valuation is compelling with a XX% earnings yield. I will put it into my Sofi Financials portfolio"  
[X Link](https://x.com/Biotech2k1/status/1997795450569830519)  2025-12-07T22:28Z 33.1K followers, 5601 engagements


"I added a little $COGT today. The only thing worth buying. With good data I add more shares. With many biotech stocks now acting like meme stocks I am looking to sell more biotech as soon as possible"  
[X Link](https://x.com/Biotech2k1/status/1998099710511653139)  2025-12-08T18:37Z 33.1K followers, 2092 engagements


"Added some $VIST to my Sofi portfolio along with $ITUB and $BAP. The only X ex-US value stocks I could find"  
[X Link](https://x.com/Biotech2k1/status/1998128164942569958)  2025-12-08T20:30Z 33.1K followers, 1718 engagements


"Made a move in my Aerospace portfolio for first time in years. I sold. $LMT to focus around my X winners with $RTX $NOC $LHX and $GD. This allows me to focus on the best of the best in the space while raising cash since the whole sector is very bubbly. Most these stocks trade at 40x earnings now"  
[X Link](https://x.com/Biotech2k1/status/1998130073472532883)  2025-12-08T20:38Z 33.1K followers, 2088 engagements


"I also sold my $TLT in my Aerospace portfolio. Between that and selling $LMT I have XX% cash in there. I will reallocate that cash to bonds as there is no value in Aerospace. My best move for that cash is a safe X% yield"  
[X Link](https://x.com/Biotech2k1/status/1998132251213856889)  2025-12-08T20:47Z 33.1K followers, 1858 engagements


"I am going to be honest in that I think INHBE is a bust at only XXX% weight loss. No one is going to waste time doing combos with that"  
[X Link](https://x.com/Biotech2k1/status/1998152603272671477)  2025-12-08T22:07Z 33.1K followers, 1650 engagements


"I nibbled some of $MIRM $ARQT $TVTX $LQDA $IMNM and $NAMS. That should get me back to my 50/50 weight of stocks and cash for $XBI $XXX. Now I can sell more stocks at higher price later as the FOMO goes to $130"  
[X Link](https://x.com/Biotech2k1/status/1998414312717836651)  2025-12-09T15:27Z 33.1K followers, 2135 engagements


"@semodough I sold it today as $CVX is far superior with cash flow dividends and buybacks. I would rather just own more $CVX"  
[X Link](https://x.com/Biotech2k1/status/1998415990288416775)  2025-12-09T15:34Z 33.1K followers, XXX engagements


"I nibbled a little bit of $BKR today as its down about XXX% from where I first started buying. I plan to keep this as one of my new core positions in oil and gas with their high exposure to LNG since they are buying out Chart. Maybe I am crazy but I think they are morphing into a growth engine in some hot areas of energy"  
[X Link](https://x.com/Biotech2k1/status/1998482823544545546)  2025-12-09T20:00Z 33.1K followers, 1389 engagements