[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Biotech2k1 Biotech2k Biotech2k posts on X about china, $crnx, $axsm, baba the most. They currently have XXXXXX followers and 5597 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1244781749458153480/interactions)  - X Week XXXXXX +108% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +3.10% ### Mentions: XX [#](/creator/twitter::1244781749458153480/posts_active)  - X Months XXXXX -XX% - X Year XXXXX +36% ### Followers: XXXXXX [#](/creator/twitter::1244781749458153480/followers)  - X Week XXXXXX +6% - X Month XXXXXX +7.60% - X Months XXXXXX +18% - X Year XXXXXX +29% ### CreatorRank: XXXXXXX [#](/creator/twitter::1244781749458153480/influencer_rank)  ### Social Influence [#](/creator/twitter::1244781749458153480/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) **Social topic influence** [china](/topic/china), [$crnx](/topic/$crnx), [$axsm](/topic/$axsm), [baba](/topic/baba), [$li](/topic/$li), [$pdd](/topic/$pdd), [$ntes](/topic/$ntes), [$bidu](/topic/$bidu), [$baba](/topic/$baba), [li](/topic/li) **Top assets mentioned** [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Lennox International, Inc. (LII)](/topic/$li) [Alibaba Group (BABA)](/topic/$baba) [Bitcoin Incognito (XBI)](/topic/$xbi) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Insmed, Inc. (INSM)](/topic/$insm) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [BEAM (BEAM)](/topic/$beam) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Exelixis Inc (EXEL)](/topic/$exel) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Pacific Biosciences of California, Inc. (PACB)](/topic/$pacb) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [One Cash (ONC)](/topic/$onc) ### Top Social Posts [#](/creator/twitter::1244781749458153480/posts) --- Top posts by engagements in the last XX hours "The China tech stocks I bought only a few days ago or up over XX% already. $BABA $BIDU $NTES $PDD & $LI"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946211051445408075) 2025-07-18 14:10:48 UTC 30.1K followers, 2948 engagements "Cash in my Oil & Gas portfolio earns X% at Fidelity so I don't need $SGOV. These companies are not bubbly but sure are not cheap either. They trade like oil is at $XX. Lucky for me my bonds pay a higher yield than the dividends"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946544290588393764) 2025-07-19 12:14:58 UTC 30.1K followers, XXX engagements "My open post. Since I am getting so many new followers from China I wanted to make this post. I only allow people I follow to reply to posts. That keeps the bots out. If you want me to follow you so you can reply on any of my posts please just comment below and I will. Welcome to all my new followers"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944743748807557332) 2025-07-14 13:00:15 UTC 30.1K followers, 12K engagements "1/ The first space is genomics. The ability to sequence the DNA and use that to develop treatments for patients has changed the way we do medicine forever"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1474436976875089930) 2021-12-24 17:49:03 UTC 30.1K followers, XX engagements "Looking at $CRNX: They had a big R&D day. They have several very exciting programs with Platusotine waiting for approval in Acromegaly. They are preparing to advance the next wave of drugs into the pipeline with SST3 TSH and PTH. They also have a very exciting Non Peptide drug Conjugate program for oncology which is very exciting. If all goes well I could easily see them moving up to one of my commercial all stars. They are probably the lead candidate for that move"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943994642787103011) 2025-07-12 11:23:35 UTC 30.1K followers, 2137 engagements "As a biotech investor I am constantly going through the indexes looking for good names. Today I looked briefly at $EXEL $UTHR and $NBIX. These are all commercial stage companies with sales and pipelines. They just not exciting to me. I think $EXEL has very slow sales growth and a very boring pipeline. $UTHR has a very good commercial platform but their pipeline with transplant is very scary. $NBIX has a good commercial platform and looks to have a good pipeline. I am just not finding anything that excites me"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945094616685875408) 2025-07-15 12:14:29 UTC 30.1K followers, 2778 engagements "So Far my new Research list has X names: $UTHR $BCRX $ORKA My new strategy is to put the vast majority of my weighting behind my X horsemen that are commercial and my X PDUFA stars that are nearing commercial. Then make many smaller bets on exciting companies. Then I will slowly weight them based on success buy buying more of those that impress me and not buying those that don't. You might see a lot of names in my portfolio but only a real proven winner would make any serious weighting"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1925195422735192561) 2025-05-21 14:22:11 UTC 30.1K followers, 1528 engagements "Here is where I stand. I raised a nice bunch of cash by selling $SANA. That gives me more cushion for when we crash again. I now have XXXX% in $SGOV and about XXX% in cash. That will allow me to buy some of my high conviction names into any crash. I will put the cash into $SGOV if we get to August X without using it"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943746963796590654) 2025-07-11 18:59:23 UTC 30.1K followers, 9888 engagements "Looking at $CYTK: I have been super cautious of them since they had the mishap and delay with their PDUFA date. Now I think we have to wait for them to clear this hurdle and see what the label looks like. Their entire success will depend on how well they can compete against Camzyos"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943995439625212368) 2025-07-12 11:26:45 UTC 30.1K followers, 2548 engagements "I want to profile a potential huge treatment in Oncology. The target is DLL3 (Delta-like ligand 3). This is expressed in Neuroendocrine tumors and SCLC. The potential for this could be a game changer for SCLC. This is still a form of lung cancer that has a very poor prognosis. The 5-year survival rate is still only about 27%. There is a large opportunity for a DLL3 Antibody Drug Conjugate to make a huge impact for SCLC. The battle for DLL3 actually comes down to X China based companies. $ZLAB has some very powerful data with XX% ORR in DLL3. They are the leader in my opinion for this target."  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944817547909513313) 2025-07-14 17:53:31 UTC 30.1K followers, 8113 engagements "Let me build on my friends case. Successful biotech is a virtuois cycle. Data validates science which builds value and brings in more capital. The issue is that XX% of drugs that start phase X never make it to commercial. The risk in biotech investing is trading value in the form of validation for potential in the form of risk. He who takes the most risk (early stage) has the biggest reward and most risk in XX% failures. He who takes lower risk (late stage) makes lower potential but has far less risk. I have tried both. I lost money gambling on early stage but I made huge wins investing in"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946606671142555758) 2025-07-19 16:22:51 UTC 30.1K followers, 4297 engagements "My Top XX Ideas list: I haven't done one of these in a long time. I own a lot of companies in biotech so here are the XX that I think could offer great opportunity. Please do your own DD. X. $INSM X. $BBIO X. $AXSM X. $ZLAB X. $CRNX X. $KYMR X. $MTSR X. $BEAM X. $WVE XX. $IDYA"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946552001908650384) 2025-07-19 12:45:37 UTC 30.1K followers, 6213 engagements "I haven't posted this portfolio in a long time. It's my crypto portfolio which now makes up a little over X% of all my investments"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945505768435785996) 2025-07-16 15:28:15 UTC 30.1K followers, 3333 engagements "I picked up X China Tech plays in my M1 finance portfolio to play a cheaper version of the AI play instead of super bubbly US companies. They are greatly underestimated and undervalued. I bought $BABA $BIDU $NTES $PDD and $LI"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944843251531321554) 2025-07-14 19:35:39 UTC 30.1K followers, 3367 engagements "$AXSM doing an R&D day on brain health on July 21st"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945504182292619405) 2025-07-16 15:21:57 UTC 30.1K followers, 1901 engagements "$XBI tried and failed again to break out above that resistance level which sits somewhere around $XXXXX. I am starting to wonder if this is the best it will get for this summer season for biotech. At least I raised some cash into the rally. That way if we crash again this fall I have money to put to work"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945895320761577575) 2025-07-17 17:16:12 UTC 30.1K followers, 1956 engagements "1 of my X final GTC sales at my old Merrill broker triggered today. Last week I sold my $SANA shares at Robhinhood for $XXXX. Today I sold the remaining balance I had at Merrill at $XXXX. That raises more cash I can now traffic to other accounts. Some might end up at Coinbase"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945570410902200568) 2025-07-16 19:45:07 UTC 30.1K followers, 1808 engagements "Looking at $VKTX: They have X phase X programs going now for Obesity and MASH. They have a long way to go. There is enough demand in Obesity for many competitors to succeed. They could easily compete on price. Just have to wait for them to generate the data and reach commercial"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943997126683381856) 2025-07-12 11:33:27 UTC 30.1K followers, 4199 engagements "2/ The first companies then would be those that develop the sequencing machines that read the DNA and sequence it. They are companies like $PACB $PNSL and $BNGO"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1474436980020637696) 2021-12-24 17:49:04 UTC 30.1K followers, XX engagements "My Crypto portfolio is approaching X% of my assets without me adding much to it. That means I need to direct more cash to other portfolios. I will stop buying as I think it's getting way too frothy"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946545942770958573) 2025-07-19 12:21:32 UTC 30.1K followers, 1727 engagements "@WassimLaroussi3 One correction. The $XBI is no longer an equal weight ETF. The changed it to a momentum weighted ETF now"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946603998024224907) 2025-07-19 16:12:13 UTC 30.1K followers, XXX engagements "Sold out of all my $NLTA today. Half was in Merrill and half was in Robinhood. That gives me even more cash to put to work"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1947291799292100658) 2025-07-21 13:45:18 UTC 30.1K followers, XXX engagements "$SWTX management goes into the Hall of Shame for worst value creation ever lol. What a crap deal for their shareholders. This was a total cop out"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1916906586250813494) 2025-04-28 17:25:19 UTC 30.1K followers, 5460 engagements "Looking at $AXSM: I have been much more cautious on them. They have a lot of things going on with submissions with AXS-05 in Alzheimer's Agitation AXS-12 in Narcolepsy and AXS-14 in Fibromyalgia. They are also launching Symbravo while building out the sales force for Auvelity. The big concern for me was execution risk with so many irons in the fire. Then came the delay for Fibromyalgia. They have to do another phase X. Now I am waiting for earnings waiting to see if another issue pops up. If they can execute well it does have huge opportunity. I could see this growing XXX% to XXX% over the"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943989609349656780) 2025-07-12 11:03:35 UTC 30.1K followers, 2375 engagements "I am all caught up on my companies. What I will do today is give you a list of names out of all the companies I own that I think I love the most. They are: X. $INSM X. $BBIO X. $CRNX X. $KYMR X. $MTSR X. $WVE X. $BEAM"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1939299789042311299) 2025-06-29 12:27:54 UTC 30.1K followers, 7671 engagements "I have been warning people about $SRPT and the risks of using gene therapies in tissues where they don't work well for years. Now that the whole thing has collapsed I wonder if now it isn't too far I still can't find a reason to own it. I also have to wonder how they will ever hold up their partnership with $ARWR at this point. They could end up collateral damage"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945920333107613950) 2025-07-17 18:55:35 UTC 30.1K followers, 3985 engagements "I took the money I got from selling $ARWR yesterday and rolled it into $XENE today which brings in up to my XXXX% core position. From here on out it will have to earn by money by either succeeding on data to raise the value or by the stock selling off to offer better value for current fundamentals"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1940780727374696607) 2025-07-03 14:32:38 UTC 30.1K followers, 3578 engagements "Biotech has had a huge rally from the low around $XX in April to a high yesterday of around $XX. This was in anticipation of lower rates as inflation had been going lower. Most of us were cautioning people that inflation would pick back up as tariffs kicked in. Today we say higher inflation creeping back in. That means the Fed will take longer to lower rates. That has wrecked the whole biotech market. The key now is "Does today's numbers end the and the correction will now begin or will investors blow off the hot inflation number and keep the party going" I am not certain. I am glad I took a"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945156182940786879) 2025-07-15 16:19:07 UTC 30.1K followers, 3888 engagements "$BHVN: I gave them a rank of X. I was really excited about them because they had a huge pipeline with a lot of cool science going on plus they had a successful program with SCA but since then it got delayed and the FDA added an Adcom. That is a big risk now. They also had some failures in some of their other programs like SMA and Bipolar. They do have a very exciting pipeline of early stage drugs with their Mode Degraders that could be huge someday. That has put me back into a wait and see mode. I will have to update my perception of them as they put out new data"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1935666940229378264) 2025-06-19 11:52:16 UTC 30.1K followers, 2372 engagements "I listened to the replay of the recent $MTSR webcast. They have so many amazing things going on. X. No titration X. Monthly Dosing X. Low Toxicity X. Great data in GLP1 & Amylin X. Combo potential X. XX% less API This has to be the best Obesity play in the market. Warning: it is still in lock up so a stong correction could happen after"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945648750354927786) 2025-07-17 00:56:25 UTC 30.1K followers, 4499 engagements "The only company in the RNAi Space that would be even interested in is $WVE. $ARWR has been doing this for about XX years which XX I've been following them and they haven't really done much. $ALNY is it already fully mature company which offers very little upside at this point in my opinion. Thete seems to be some other players in this space but none of them seem to impress me"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946238413902123324) 2025-07-18 15:59:31 UTC 30.1K followers, XXX engagements "@WassimLaroussi3 You would be buying a seat on the Titanic. Too many great biotech companies still trading very cheap. Go buy one of those would be my advice. Buying $SRPT now is gambling not investing"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946166366102278236) 2025-07-18 11:13:14 UTC 30.1K followers, 1014 engagements "Looking at $XENE: This is one of my new companies and I am slowly building conviction in it. They have great data in phase X for their Kv7 program in Seizures. I have been building a position but am now waiting for Earnings to hear more"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1943997781514825933) 2025-07-12 11:36:03 UTC 30.1K followers, 2042 engagements "Apparently there is still one intelligent analyst out there. AI mania is worse than 1999's tech bubble Apollo's top economist warns"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946544060769939824) 2025-07-19 12:14:03 UTC 30.1K followers, 2211 engagements "I am looking at my 2nd even China biotech company today. The first one was $BGNE back in the day which is now $ONC. It was a huge success. Now I am looking at $ZLAB. I will let you know"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1933876965649650076) 2025-06-14 13:19:32 UTC 30.1K followers, 3914 engagements "$AXSM a lot of moving parts. Execution risk has been my biggest concern even before the delay to AXS-014 in Fibromyalgia. We will get earnings update for Q2 which will tell us if Auvelity is still growing strong. We will also here how the launch of Symbravo is going. I would like to hear more on the regulatory process for Alzheimer's Agitation and Narcolepsy as they are coming up. The have a huge R&D day coming on July 21st"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1942545027361628303) 2025-07-08 11:23:19 UTC 30.1K followers, 2556 engagements "I might use one of my empty portfolios to build a China AI portfolio with names like $BABA $BIDU $NTES $PDD and $LI. While the US AI bubble is crazy bubbly these companies are very cheap. I would not rule out their disruptive potential either"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1944751276140397052) 2025-07-14 13:30:10 UTC 30.1K followers, 3102 engagements "I am about half way through my CSS certification from Meta. I just finished my grid coding lab. I am also working on the JS course in parallel. I think I am XX% done CSS and XX% done Java"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1946576525488193990) 2025-07-19 14:23:03 UTC 30.1K followers, 2027 engagements "@9parvin9 Ya but its very complicated. Try Moomoo. I have used them. You can convert USD to HKD and buy Hong Kong and China issues"  [@Biotech2k1](/creator/x/Biotech2k1) on [X](/post/tweet/1945932404943642987) 2025-07-17 19:43:33 UTC 30.1K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Biotech2k1 Biotech2k
Biotech2k posts on X about china, $crnx, $axsm, baba the most. They currently have XXXXXX followers and 5597 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +108%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +3.10%
Mentions: XX #
- X Months XXXXX -XX%
- X Year XXXXX +36%
Followers: XXXXXX #
- X Week XXXXXX +6%
- X Month XXXXXX +7.60%
- X Months XXXXXX +18%
- X Year XXXXXX +29%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance countries cryptocurrencies technology brands exchanges currencies travel destinations
Social topic influence china, $crnx, $axsm, baba, $li, $pdd, $ntes, $bidu, $baba, li
Top assets mentioned Crinetics Pharmaceuticals, Inc. (CRNX) Axsome Therapeutics, Inc (AXSM) Lennox International, Inc. (LII) Alibaba Group (BABA) Bitcoin Incognito (XBI) Metsera, Inc. Common Stock (MTSR) Arrowhead Research Corporation (ARWR) United Therapeutics, Corp. (UTHR) Insmed, Inc. (INSM) BridgeBio Pharma, Inc. Common Stock (BBIO) Kymera Therapeutics, Inc. Common Stock (KYMR) BEAM (BEAM) Sarepta Therapeutics, Inc. (SRPT) Xenon Pharmaceuticals Inc (XENE) Neurocrine Biosciences, Inc. (NBIX) Exelixis Inc (EXEL) Oruka Therapeutics, Inc. Common Stock (ORKA) Cytokinetics Inc. (CYTK) IDEAYA Biosciences, Inc. Common Stock (IDYA) Coinbase Global, Inc. (COIN) Viking Therapeutics, Inc (VKTX) Pacific Biosciences of California, Inc. (PACB) Robinhood Markets, Inc. (HOOD) SpringWorks Therapeutics, Inc. Common Stock (SWTX) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Alnylam Pharmaceuticals, Inc. (ALNY) One Cash (ONC)
Top Social Posts #
Top posts by engagements in the last XX hours
"The China tech stocks I bought only a few days ago or up over XX% already. $BABA $BIDU $NTES $PDD & $LI"
@Biotech2k1 on X 2025-07-18 14:10:48 UTC 30.1K followers, 2948 engagements
"Cash in my Oil & Gas portfolio earns X% at Fidelity so I don't need $SGOV. These companies are not bubbly but sure are not cheap either. They trade like oil is at $XX. Lucky for me my bonds pay a higher yield than the dividends" @Biotech2k1 on X 2025-07-19 12:14:58 UTC 30.1K followers, XXX engagements
"My open post. Since I am getting so many new followers from China I wanted to make this post. I only allow people I follow to reply to posts. That keeps the bots out. If you want me to follow you so you can reply on any of my posts please just comment below and I will. Welcome to all my new followers" @Biotech2k1 on X 2025-07-14 13:00:15 UTC 30.1K followers, 12K engagements
"1/ The first space is genomics. The ability to sequence the DNA and use that to develop treatments for patients has changed the way we do medicine forever" @Biotech2k1 on X 2021-12-24 17:49:03 UTC 30.1K followers, XX engagements
"Looking at $CRNX: They had a big R&D day. They have several very exciting programs with Platusotine waiting for approval in Acromegaly. They are preparing to advance the next wave of drugs into the pipeline with SST3 TSH and PTH. They also have a very exciting Non Peptide drug Conjugate program for oncology which is very exciting. If all goes well I could easily see them moving up to one of my commercial all stars. They are probably the lead candidate for that move" @Biotech2k1 on X 2025-07-12 11:23:35 UTC 30.1K followers, 2137 engagements
"As a biotech investor I am constantly going through the indexes looking for good names. Today I looked briefly at $EXEL $UTHR and $NBIX. These are all commercial stage companies with sales and pipelines. They just not exciting to me. I think $EXEL has very slow sales growth and a very boring pipeline. $UTHR has a very good commercial platform but their pipeline with transplant is very scary. $NBIX has a good commercial platform and looks to have a good pipeline. I am just not finding anything that excites me" @Biotech2k1 on X 2025-07-15 12:14:29 UTC 30.1K followers, 2778 engagements
"So Far my new Research list has X names: $UTHR $BCRX $ORKA My new strategy is to put the vast majority of my weighting behind my X horsemen that are commercial and my X PDUFA stars that are nearing commercial. Then make many smaller bets on exciting companies. Then I will slowly weight them based on success buy buying more of those that impress me and not buying those that don't. You might see a lot of names in my portfolio but only a real proven winner would make any serious weighting" @Biotech2k1 on X 2025-05-21 14:22:11 UTC 30.1K followers, 1528 engagements
"Here is where I stand. I raised a nice bunch of cash by selling $SANA. That gives me more cushion for when we crash again. I now have XXXX% in $SGOV and about XXX% in cash. That will allow me to buy some of my high conviction names into any crash. I will put the cash into $SGOV if we get to August X without using it" @Biotech2k1 on X 2025-07-11 18:59:23 UTC 30.1K followers, 9888 engagements
"Looking at $CYTK: I have been super cautious of them since they had the mishap and delay with their PDUFA date. Now I think we have to wait for them to clear this hurdle and see what the label looks like. Their entire success will depend on how well they can compete against Camzyos" @Biotech2k1 on X 2025-07-12 11:26:45 UTC 30.1K followers, 2548 engagements
"I want to profile a potential huge treatment in Oncology. The target is DLL3 (Delta-like ligand 3). This is expressed in Neuroendocrine tumors and SCLC. The potential for this could be a game changer for SCLC. This is still a form of lung cancer that has a very poor prognosis. The 5-year survival rate is still only about 27%. There is a large opportunity for a DLL3 Antibody Drug Conjugate to make a huge impact for SCLC. The battle for DLL3 actually comes down to X China based companies. $ZLAB has some very powerful data with XX% ORR in DLL3. They are the leader in my opinion for this target." @Biotech2k1 on X 2025-07-14 17:53:31 UTC 30.1K followers, 8113 engagements
"Let me build on my friends case. Successful biotech is a virtuois cycle. Data validates science which builds value and brings in more capital. The issue is that XX% of drugs that start phase X never make it to commercial. The risk in biotech investing is trading value in the form of validation for potential in the form of risk. He who takes the most risk (early stage) has the biggest reward and most risk in XX% failures. He who takes lower risk (late stage) makes lower potential but has far less risk. I have tried both. I lost money gambling on early stage but I made huge wins investing in" @Biotech2k1 on X 2025-07-19 16:22:51 UTC 30.1K followers, 4297 engagements
"My Top XX Ideas list: I haven't done one of these in a long time. I own a lot of companies in biotech so here are the XX that I think could offer great opportunity. Please do your own DD. X. $INSM X. $BBIO X. $AXSM X. $ZLAB X. $CRNX X. $KYMR X. $MTSR X. $BEAM X. $WVE XX. $IDYA" @Biotech2k1 on X 2025-07-19 12:45:37 UTC 30.1K followers, 6213 engagements
"I haven't posted this portfolio in a long time. It's my crypto portfolio which now makes up a little over X% of all my investments" @Biotech2k1 on X 2025-07-16 15:28:15 UTC 30.1K followers, 3333 engagements
"I picked up X China Tech plays in my M1 finance portfolio to play a cheaper version of the AI play instead of super bubbly US companies. They are greatly underestimated and undervalued. I bought $BABA $BIDU $NTES $PDD and $LI" @Biotech2k1 on X 2025-07-14 19:35:39 UTC 30.1K followers, 3367 engagements
"$AXSM doing an R&D day on brain health on July 21st" @Biotech2k1 on X 2025-07-16 15:21:57 UTC 30.1K followers, 1901 engagements
"$XBI tried and failed again to break out above that resistance level which sits somewhere around $XXXXX. I am starting to wonder if this is the best it will get for this summer season for biotech. At least I raised some cash into the rally. That way if we crash again this fall I have money to put to work" @Biotech2k1 on X 2025-07-17 17:16:12 UTC 30.1K followers, 1956 engagements
"1 of my X final GTC sales at my old Merrill broker triggered today. Last week I sold my $SANA shares at Robhinhood for $XXXX. Today I sold the remaining balance I had at Merrill at $XXXX. That raises more cash I can now traffic to other accounts. Some might end up at Coinbase" @Biotech2k1 on X 2025-07-16 19:45:07 UTC 30.1K followers, 1808 engagements
"Looking at $VKTX: They have X phase X programs going now for Obesity and MASH. They have a long way to go. There is enough demand in Obesity for many competitors to succeed. They could easily compete on price. Just have to wait for them to generate the data and reach commercial" @Biotech2k1 on X 2025-07-12 11:33:27 UTC 30.1K followers, 4199 engagements
"2/ The first companies then would be those that develop the sequencing machines that read the DNA and sequence it. They are companies like $PACB $PNSL and $BNGO" @Biotech2k1 on X 2021-12-24 17:49:04 UTC 30.1K followers, XX engagements
"My Crypto portfolio is approaching X% of my assets without me adding much to it. That means I need to direct more cash to other portfolios. I will stop buying as I think it's getting way too frothy" @Biotech2k1 on X 2025-07-19 12:21:32 UTC 30.1K followers, 1727 engagements
"@WassimLaroussi3 One correction. The $XBI is no longer an equal weight ETF. The changed it to a momentum weighted ETF now" @Biotech2k1 on X 2025-07-19 16:12:13 UTC 30.1K followers, XXX engagements
"Sold out of all my $NLTA today. Half was in Merrill and half was in Robinhood. That gives me even more cash to put to work" @Biotech2k1 on X 2025-07-21 13:45:18 UTC 30.1K followers, XXX engagements
"$SWTX management goes into the Hall of Shame for worst value creation ever lol. What a crap deal for their shareholders. This was a total cop out" @Biotech2k1 on X 2025-04-28 17:25:19 UTC 30.1K followers, 5460 engagements
"Looking at $AXSM: I have been much more cautious on them. They have a lot of things going on with submissions with AXS-05 in Alzheimer's Agitation AXS-12 in Narcolepsy and AXS-14 in Fibromyalgia. They are also launching Symbravo while building out the sales force for Auvelity. The big concern for me was execution risk with so many irons in the fire. Then came the delay for Fibromyalgia. They have to do another phase X. Now I am waiting for earnings waiting to see if another issue pops up. If they can execute well it does have huge opportunity. I could see this growing XXX% to XXX% over the" @Biotech2k1 on X 2025-07-12 11:03:35 UTC 30.1K followers, 2375 engagements
"I am all caught up on my companies. What I will do today is give you a list of names out of all the companies I own that I think I love the most. They are: X. $INSM X. $BBIO X. $CRNX X. $KYMR X. $MTSR X. $WVE X. $BEAM" @Biotech2k1 on X 2025-06-29 12:27:54 UTC 30.1K followers, 7671 engagements
"I have been warning people about $SRPT and the risks of using gene therapies in tissues where they don't work well for years. Now that the whole thing has collapsed I wonder if now it isn't too far I still can't find a reason to own it. I also have to wonder how they will ever hold up their partnership with $ARWR at this point. They could end up collateral damage" @Biotech2k1 on X 2025-07-17 18:55:35 UTC 30.1K followers, 3985 engagements
"I took the money I got from selling $ARWR yesterday and rolled it into $XENE today which brings in up to my XXXX% core position. From here on out it will have to earn by money by either succeeding on data to raise the value or by the stock selling off to offer better value for current fundamentals" @Biotech2k1 on X 2025-07-03 14:32:38 UTC 30.1K followers, 3578 engagements
"Biotech has had a huge rally from the low around $XX in April to a high yesterday of around $XX. This was in anticipation of lower rates as inflation had been going lower. Most of us were cautioning people that inflation would pick back up as tariffs kicked in. Today we say higher inflation creeping back in. That means the Fed will take longer to lower rates. That has wrecked the whole biotech market. The key now is "Does today's numbers end the and the correction will now begin or will investors blow off the hot inflation number and keep the party going" I am not certain. I am glad I took a" @Biotech2k1 on X 2025-07-15 16:19:07 UTC 30.1K followers, 3888 engagements
"$BHVN: I gave them a rank of X. I was really excited about them because they had a huge pipeline with a lot of cool science going on plus they had a successful program with SCA but since then it got delayed and the FDA added an Adcom. That is a big risk now. They also had some failures in some of their other programs like SMA and Bipolar. They do have a very exciting pipeline of early stage drugs with their Mode Degraders that could be huge someday. That has put me back into a wait and see mode. I will have to update my perception of them as they put out new data" @Biotech2k1 on X 2025-06-19 11:52:16 UTC 30.1K followers, 2372 engagements
"I listened to the replay of the recent $MTSR webcast. They have so many amazing things going on. X. No titration X. Monthly Dosing X. Low Toxicity X. Great data in GLP1 & Amylin X. Combo potential X. XX% less API This has to be the best Obesity play in the market. Warning: it is still in lock up so a stong correction could happen after" @Biotech2k1 on X 2025-07-17 00:56:25 UTC 30.1K followers, 4499 engagements
"The only company in the RNAi Space that would be even interested in is $WVE. $ARWR has been doing this for about XX years which XX I've been following them and they haven't really done much. $ALNY is it already fully mature company which offers very little upside at this point in my opinion. Thete seems to be some other players in this space but none of them seem to impress me" @Biotech2k1 on X 2025-07-18 15:59:31 UTC 30.1K followers, XXX engagements
"@WassimLaroussi3 You would be buying a seat on the Titanic. Too many great biotech companies still trading very cheap. Go buy one of those would be my advice. Buying $SRPT now is gambling not investing" @Biotech2k1 on X 2025-07-18 11:13:14 UTC 30.1K followers, 1014 engagements
"Looking at $XENE: This is one of my new companies and I am slowly building conviction in it. They have great data in phase X for their Kv7 program in Seizures. I have been building a position but am now waiting for Earnings to hear more" @Biotech2k1 on X 2025-07-12 11:36:03 UTC 30.1K followers, 2042 engagements
"Apparently there is still one intelligent analyst out there. AI mania is worse than 1999's tech bubble Apollo's top economist warns" @Biotech2k1 on X 2025-07-19 12:14:03 UTC 30.1K followers, 2211 engagements
"I am looking at my 2nd even China biotech company today. The first one was $BGNE back in the day which is now $ONC. It was a huge success. Now I am looking at $ZLAB. I will let you know" @Biotech2k1 on X 2025-06-14 13:19:32 UTC 30.1K followers, 3914 engagements
"$AXSM a lot of moving parts. Execution risk has been my biggest concern even before the delay to AXS-014 in Fibromyalgia. We will get earnings update for Q2 which will tell us if Auvelity is still growing strong. We will also here how the launch of Symbravo is going. I would like to hear more on the regulatory process for Alzheimer's Agitation and Narcolepsy as they are coming up. The have a huge R&D day coming on July 21st" @Biotech2k1 on X 2025-07-08 11:23:19 UTC 30.1K followers, 2556 engagements
"I might use one of my empty portfolios to build a China AI portfolio with names like $BABA $BIDU $NTES $PDD and $LI. While the US AI bubble is crazy bubbly these companies are very cheap. I would not rule out their disruptive potential either" @Biotech2k1 on X 2025-07-14 13:30:10 UTC 30.1K followers, 3102 engagements
"I am about half way through my CSS certification from Meta. I just finished my grid coding lab. I am also working on the JS course in parallel. I think I am XX% done CSS and XX% done Java" @Biotech2k1 on X 2025-07-19 14:23:03 UTC 30.1K followers, 2027 engagements
"@9parvin9 Ya but its very complicated. Try Moomoo. I have used them. You can convert USD to HKD and buy Hong Kong and China issues" @Biotech2k1 on X 2025-07-17 19:43:33 UTC 30.1K followers, XX engagements