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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: XXXXXX [#](/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 -XX%
- X Year XXXXXXXXX +22%

### Mentions: XX [#](/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 -XXXX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX +38%

### 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 +0.42%
- X Month XXXXXX +3.30%
- X Months XXXXXX +20%
- 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 [#](/creator/twitter::1244781749458153480/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies) 

**Social topic influence**
[$uthr](/topic/$uthr) #1, [$zlab](/topic/$zlab) #3, [$xbi](/topic/$xbi) #31, [$insm](/topic/$insm) #4, [$idya](/topic/$idya) #8, [$crnx](/topic/$crnx) #1, [stocks](/topic/stocks), [$lqda](/topic/$lqda) #8, [$bbio](/topic/$bbio) #12, [$xene](/topic/$xene) #3

**Top accounts mentioned or mentioned by**
[@geneinvesting](/creator/undefined) [@yaireinhorn](/creator/undefined) [@contextinvestor](/creator/undefined) [@biomedicalrx](/creator/undefined) [@judapearl](/creator/undefined) [@winnerinvestor](/creator/undefined) [@learnbiotech](/creator/undefined) [@hassanaesthetic](/creator/undefined) [@tempocap](/creator/undefined) [@drrichjlaw](/creator/undefined) [@sharedresonance](/creator/undefined) [@willrthornton1](/creator/undefined) [@biopharmiq](/creator/undefined) [@tohjah7809](/creator/undefined) [@dumjgr88](/creator/undefined) [@topsecretstocks](/creator/undefined) [@jojocostello](/creator/undefined) [@yahoofinance](/creator/undefined) [@razorsharpdna](/creator/undefined) [@joe80398726](/creator/undefined)

**Top assets mentioned**
[United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Bitcoin Incognito (XBI)](/topic/$xbi) [Insmed, Inc. (INSM)](/topic/$insm) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Akropolis (AKRO)](/topic/$akro) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Alibaba Group (BABA)](/topic/$baba) [Bitcoin (BTC)](/topic/bitcoin) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Vertex Protocol (VRTX)](/topic/$vrtx) [Exelixis Inc (EXEL)](/topic/$exel) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Club Atletico Independiente Fan Token (CAI)](/topic/$cai) [Axiome (AXM)](/topic/$axm) [BEAM (BEAM)](/topic/$beam) [Edgewise Therapeutics, Inc. Common Stock (EWTX)](/topic/$ewtx) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Binance USD (BUSD)](/topic/$busd) [Limitus (LMT)](/topic/$lmt) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [General Dynamics Corporation (GD)](/topic/$gd) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [Cheeseball (CB)](/topic/$cb) [American Express Company (AXP)](/topic/$axp) [Capital One Financial Corp. (COF)](/topic/$cof) [JPMorgan Chase (JPM)](/topic/$jpm) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Apogee Therapeutics, Inc. Common Stock (APGE)](/topic/$apge) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Amgen, Inc. (AMGN)](/topic/$amgn) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Valero Energy Corporation (VLO)](/topic/$vlo) [Convex Finance (CVX)](/topic/$cvx)
### Top Social Posts [#](/creator/twitter::1244781749458153480/posts)
---
Top posts by engagements in the last XX hours

"Still running my fade the bubble 2021 playbook that got me to XX% cash before in bubble popped. As we go higher I plan to peg my cash levels to the $XBI level. I have my plan already set to collapse from XX companies down to a key XX and then reduce them if it gets really bubbly like 2021. At $XXX I will sell some to get to XX% cash. That is the next step. I don't mind buying the froth as I know I can always dump later for more profits"  
[X Link](https://x.com/Biotech2k1/status/1975505686021689766) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-07T10:17Z 32.4K followers, 2946 engagements


"@Loving_pharma Bitcoin is always cheap as it will take over for gold in the next decade"  
[X Link](https://x.com/Biotech2k1/status/1979316231967772904) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T22:38Z 32.4K followers, XXX engagements


"You got to be kidding me $AKRO That is X in X year. Now I got to find a replacement"  
[X Link](https://x.com/Biotech2k1/status/1976230507781456084) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T10:17Z 32.4K followers, 4601 engagements


"My biotech hit an all time new high again today exceeding the 2021 peak by XX% now while $XBI is still at $XXX. Strategy. This is why I am fading just like 2021"  
[X Link](https://x.com/Biotech2k1/status/1978829223407067360) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T14:23Z 32.4K followers, 2908 engagements


"Position sizing is something all investors use to be successful. Weighting a company by risk. I set limits to the size of any company's position based on validation. Here are mine. Commercial is XXX% $INSM $BBIO $AXM and $ZLAB PDUFA Date is X% $CRNX $CYTK $SRRK and $BHVN Phase X is X% $VKTX and $XENE Phase X is X% $KYMR $MTSR $BEAM $WVE $IDYA $EWTX and $PRAX Pre Phase X is X% $ABSI $MGX and $PRME"  
[X Link](https://x.com/Biotech2k1/status/1953829149568602486) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-08T14:42Z 32.3K followers, 7429 engagements


"$KYMR is one of my companies. I think they have massive potential in the I&I space but you can read about them in my other threads"  
[X Link](https://x.com/Biotech2k1/status/1956415855442501687) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-15T18:01Z 32.4K followers, XXX engagements


"$IMVT I remember from my days investing in the FcRn space with $ARGX. I can't believe they are still going after that indication after all these years. I am more surprised they still haven't gotten to market in all these years"  
[X Link](https://x.com/Biotech2k1/status/1956416759038112235) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-15T18:04Z 32.4K followers, 1019 engagements


"$NTLA is a company I recently sold. I have serious concerns about the profitability of high cost therapies with a ton of competition"  
[X Link](https://x.com/Biotech2k1/status/1956421100323197060) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-15T18:21Z 32.3K followers, 1779 engagements


"$DYN is another company working in the antibody drug conjugate space with ASO and RNAi therapies. I always thought of them as the weaker of the X competitors. I would never own the second best company"  
[X Link](https://x.com/Biotech2k1/status/1956421985363214343) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-15T18:25Z 32.3K followers, 1372 engagements


"I might really hate the $IPSC pipeline but its less than $XX market cap and has over $XXX million cash. Someone should just buy it and get the free cash and drop the pipeline and people"  
[X Link](https://x.com/Biotech2k1/status/1961402820386513361) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-29T12:17Z 32.4K followers, 3971 engagements


"Added some $ZLAB today to average down"  
[X Link](https://x.com/Biotech2k1/status/1963596781260046487) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-04T13:35Z 32.4K followers, 3116 engagements


"Added some $ZLAB"  
[X Link](https://x.com/Biotech2k1/status/1965821058617078182) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-10T16:53Z 32.4K followers, 1715 engagements


"This is very powerful data and right up there with the $ZLAB data. I think $IDYA would take it on safety"  
[X Link](https://x.com/Biotech2k1/status/1966215901025648700) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-11T19:02Z 32.4K followers, 3644 engagements


"Meta AI: To determine which is better between $IDYA (IDEAYA Biosciences) and $ZLAB (Zai Lab) based on DLL3 data let's break down the key points from the available data. DLL3 Targeting Therapies Both companies are developing therapies targeting DLL3 a protein often overexpressed in small-cell lung cancer (SCLC) and neuroendocrine tumors (NETs). IDEAYA Biosciences ($IDYA) IDE849 (SHR-4849): A first-in-class DLL3-targeting TOP1 payload antibody-drug conjugate (ADC) with promising Phase X data. Efficacy: XXXX% overall response rate (ORR) in second-line SCLC patients and XXXX% ORR across all"  
[X Link](https://x.com/Biotech2k1/status/1966928636872978774) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-13T18:15Z 32.4K followers, 1856 engagements


"Chat GTP: To conduct an analysis of the DLL3 data from $IDYA (Ideaya Biosciences) and $ZLAB (Zai Lab) we would need to focus on several key factors including the status of the DLL3-targeted therapies they are developing clinical trial results market positioning and financial outlook. Since I dont have access to real-time financial data or proprietary clinical trial data I can guide you through the steps and considerations to make a well-rounded comparison. Heres what we can look at: X. Overview of DLL3 and its Role in Cancer Therapy: DLL3 (Delta-like 3) is a protein that is typically"  
[X Link](https://x.com/Biotech2k1/status/1966928639523484137) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-13T18:15Z 32.4K followers, 3098 engagements


"I use to think that having XX buyouts over the last XX years in biotech was a good record. This year I have X in a single year lol. They are $BPMC $VRNA and $MTSR. Who's next"  
[X Link](https://x.com/Biotech2k1/status/1970094438618661296) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-22T11:54Z 32.4K followers, 2853 engagements


"I finished today up XXXXX% on my biotech portfolio vs XXXX% for the $XBI. My back to basics strategy is reward me with some nice winners this year like $BPMC $VRNA $MTSR $INSM $BBIO and $CRNX. Just trying to stay ahead of big pharma who seems to be using my portfolio as a shopping list"  
[X Link](https://x.com/Biotech2k1/status/1971670545830715639) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-26T20:17Z 32.4K followers, 5222 engagements


"My AI research today is using Grok and ChatGTP both running the same scenario for me. I asked them for a list of all biotech companies under $X bil market cap that could potentially do over $X billion in revenues at peak. Waiting for my results. I want to see if there are any golden gooses out there I don't already own. If you think you got one just let me know"  
[X Link](https://x.com/Biotech2k1/status/1973461936357490867) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-01T18:56Z 32.4K followers, 15K engagements


"One thing I like to do into the froth of a sector like the current $XBI is to go over every company in my portfolio and analyze it. I determine if its a core position and what it still has to prove to me for me to keep it at these lofty valuations. I want to do that today before I go back to building my shopping list for the next crash. That lets me clean out all the weak ideas and replace them with better ones"  
[X Link](https://x.com/Biotech2k1/status/1974053615091294413) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T10:07Z 32.3K followers, 4398 engagements


"$CYTK is a contender for a core position. It needs to get Aficamten approved and it needs a best in class label to compete. $SRRK is a contender for a core position. It needs to get its manufacturing fixed and get Apitegromab approved. $BHVN is a contender for a core position. It has to get SCA approval to become a core position. Too many failures along the way for anything less"  
[X Link](https://x.com/Biotech2k1/status/1974062741062025305) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T10:43Z 32.4K followers, 1895 engagements


"I made my first ever crypto Exchange today. I had quite a bit of old $BUSD in my trust wallet. Today I went finally swapped it for Tether. Now I have to see about what my tax guy will have to say about it. I think overall I actually took a small loss because of the fee"  
[X Link](https://x.com/Biotech2k1/status/1974585715318313386) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-04T21:21Z 32.4K followers, 3052 engagements


"My Aerospace Stocks are Joining the XX% club this year. Out of $RTX $LMT $NOC $LHX & $GD X are up over XX% X are up over XX% and $LMT is up 10%"  
[X Link](https://x.com/Biotech2k1/status/1975732414313079249) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-08T01:18Z 32.4K followers, 3320 engagements


"@aidenfromduval @RaphTMNTtm Per year means a few thousand living with the disease. World wide at rare disease prices could be very big. Alexion made billions charing $500000 for PNH"  
[X Link](https://x.com/Biotech2k1/status/1976220820277281252) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T09:38Z 32.4K followers, XXX engagements


"There are some areas of biotech I go out of my way to avoid. The reason is due to profitability. Some therapies like gene therapies gene editing and cell therapies have very complex and low manufacturing high prices and severe commercial challenges with acceptance by insurers. They also have strong competition from other modalities that can be superior at a lower cost. When I look for companies I look for X distinct competitive advantages. A company that can produce vast amounts of a low cost drug into a big indication or one that can monopolize a rare disease with few to no competitors. This"  
[X Link](https://x.com/Biotech2k1/status/1976603108714152361) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T10:57Z 32.3K followers, 6254 engagements


"I used today's weakness to make my bigger buy in $DNLI to finish off my starter position at XXXX% position. From here on out it will depend on value or fundamentals to make me build my position. I also nibbled a little $IMNM"  
[X Link](https://x.com/Biotech2k1/status/1978095324221559011) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-14T13:47Z 32.4K followers, 2864 engagements


"I am glad I did my new rankings this morning because it has allowed me to step back and objectively look at my portfolio based on strict criteria and decide which companies will go when we reach $XXX on $XBI to reach my cash requirements. Bubbly has to be sold before it pops"  
[X Link](https://x.com/Biotech2k1/status/1978475299890426008) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-15T14:57Z 32.4K followers, 1888 engagements


"I opted to not buy $UPB today as the market is way too bubbly now. After doing the ranks I just put it on my watch list instead. I am sell mode not buy mode. As I will have to raise over X% cash at $XXX on $XBI"  
[X Link](https://x.com/Biotech2k1/status/1978475996232769860) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-15T15:00Z 32.4K followers, 2498 engagements


"@9parvin9 Staples and REITS are cheap and offer good yields as bond alternative into the market crash when it comes"  
[X Link](https://x.com/Biotech2k1/status/1978568233041998040) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-15T21:06Z 32.4K followers, XXX engagements


"I got my REITs picked and will swap out my financials tomorrow by selling $JPM $HIG $CB $AXP and $COF. I have decent gains in all them. I will replace them with X REITs which will do well when the market bubble pops. That is one more defensive move I can make into the mania. I also built a M1 pie for Consumer Staples but I am not ready to sell the companies in that portfolio yet so that can wait yet"  
[X Link](https://x.com/Biotech2k1/status/1978590825144799463) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-15T22:36Z 32.4K followers, 3219 engagements


"I have been through bubbles and busts at least X or X times since 1996. There was the first Tech bubble The housing bubble The Fracking bubble The shipping bubble the first Biotech bubble in 2015 the 2nd biotech bubble in the pandemic and now a second Tech bubble. I always walk away with huge returns and wait for it to implode to come back. Rinse and repeat"  
[X Link](https://x.com/Biotech2k1/status/1978591431238316121) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-15T22:38Z 32.4K followers, XXX engagements


"Ready and eager to sell my biotech stocks to the same over hyped investors who would not touch them at $XBI $XX. This is how a disciplined investor make 35%+ off the traders chasing the latest bubble"  
[X Link](https://x.com/Biotech2k1/status/1978769544198934547) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T10:26Z 32.4K followers, 2846 engagements


"@CaptainRisky7 Did not lose big time as I dumped them after they rallied XXX% off the lows. The losers will be those who keep them thinking they are good companies"  
[X Link](https://x.com/Biotech2k1/status/1978778705674523050) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T11:03Z 32.4K followers, XX engagements


"$UTHR looks interesting until you realize its commercial drugs are under pressure from $LQDA and its early stage pipeline will probably never work. That xenotransplant is a cool science project but it is not investable"  
[X Link](https://x.com/Biotech2k1/status/1955951737765777498) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-14T11:16Z 32.4K followers, 2599 engagements


"$NBIX is a name I keep coming back too. They look like a very solid company with a very big pipeline. I am going to put them on my list to do a deeper dive and see what the numbers look like after I value the company and pipeline"  
[X Link](https://x.com/Biotech2k1/status/1955956203491635508) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-14T11:34Z 32.4K followers, 1273 engagements


"First move I made today as part of my new strategy was to take the XX% cash I have at M1 in my high yield savings and moved it to the brokerage to buy $BND and $FND as the rates on high yield savings are now down below X% and I can get X% + from bonds. I will buy some $BND and $FBND every pull back until I put all that cash to work"  
[X Link](https://x.com/Biotech2k1/status/1969033537585074581) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-19T13:39Z 32.4K followers, 2320 engagements


"Here is my core 12: Commercial: $INSM $BBIO $AXSM $CRNX Late Stage: $CYTK $SRRK $VKTX $XENE Mid Stage: $IDYA $WVE $APGE $KYMR"  
[X Link](https://x.com/Biotech2k1/status/1975510413849554969) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-07T10:36Z 32.4K followers, 2368 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) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-07T23:40Z 32.4K followers, 5006 engagements


"I will be the one to say it again. The biotech investor dream is the company that grows from small cap to the next $REGN $VRTX or $INSM. Any CEO who sells big pharma is denying their investors the dream. A buyout is never in best interest of shareholders. $AKRO could have been one of them with a drug like that. Best to find out realy they dont have the right stuff to go the distance"  
[X Link](https://x.com/Biotech2k1/status/1976235157464973398) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T10:35Z 32.4K followers, 6950 engagements


"@Loving_pharma How do you value any currency Do you really sit down and calculate printing a d energy costs"  
[X Link](https://x.com/Biotech2k1/status/1979320489794236876) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T22:55Z 32.4K followers, XX engagements


"@GenPolComm There are several I like but I personally dont own them. I think $VRTX is way too bubbly buy I like $GILD and $AMGN"  
[X Link](https://x.com/Biotech2k1/status/1979556786052166099) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T14:34Z 32.4K followers, XXX engagements


"$BBIO is my #2 pick so I will skip that. I can go on all day about the ones I love"  
[X Link](https://x.com/Biotech2k1/status/1955956722872304120) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-14T11:36Z 32.4K followers, 1379 engagements


"$BMRN was one of my biotech companies back in the day when I owned things like Celgene Regeneron Alexion and Biomarin. I sold it when it was $XXX because I thought RNAi and Gene Therapies/Editing would disrupt their business in rare disease. I seem to have been right. I don't see a reason to come back"  
[X Link](https://x.com/Biotech2k1/status/1955957186904961534) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-14T11:38Z 32.4K followers, 1961 engagements


"I am adding IPF to my numbers for $INSM valuation. They are jumping right into IPF with a phase X trial after the data from $UTHR. They have the best in class asset in this category with TPIP. The faster they can get to market the more market share they can steal. TPIP could be another $X billion block buster. Ya you heard that. Peak sales for this company could exceed $XX billion someday"  
[X Link](https://x.com/Biotech2k1/status/1966217439613694246) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-11T19:09Z 32.4K followers, 4000 engagements


"@TohJah7809 Very comparable but safety goes to $IDYA but some endpoints do support $ZLAB. I thinl they will compete well with each other"  
[X Link](https://x.com/Biotech2k1/status/1966875127980978671) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-13T14:42Z 32.4K followers, XXX engagements


"$ZLAB and $IDYA running close on data in DLL3 which could be a huge blockbuster target"  
[X Link](https://x.com/Biotech2k1/status/1966895213181628565) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-13T16:02Z 32.4K followers, 2544 engagements


"I think I found a very interesting name for an asymmetric investment. Its a smaller cap company with enough data to get my interest. Its in some very big indications where it could have huge upside if it works. I need to spend some time digging into that data since it is in my core area of immunology. I want to look at the mechanism of action the dosing and the data. I also need to compare it to other big drugs in the same indications. You can try to guess the name but I won't tell you until I am ready lol"  
[X Link](https://x.com/Biotech2k1/status/1978206629771305096) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-14T21:09Z 32.4K followers, 11.4K engagements


"I had enough cash left in my Fidelity portfolio so I added to my Oil and Gas stocks with some $CVX $XOM $EOG $PSX and $VLO. I think I am close to XX% stock in this portfolio. The other XX% is bonds. I am just DCA with oil this cheap"  
[X Link](https://x.com/Biotech2k1/status/1979254311168139453) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T18:32Z 32.4K followers, 2237 engagements


"For Bitcoin to reach the same market cap as Gold it would be $XXX million per Bitcoin"  
[X Link](https://x.com/Biotech2k1/status/1979322356435947837) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T23:03Z 32.4K followers, 2101 engagements


"There are only X sectors of the market trading below their XX year P/E ratios. They are Oil and Reits. Consumer Staples are right on their average. The market as a whole is XX% above its average"  
[X Link](https://x.com/Biotech2k1/status/1979326162313842788) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T23:18Z 32.4K followers, 2316 engagements


"My open post. I haven't done one of these in a long time as you get XXX spam replies as soon as you do. I only let people I follow reply to post to avoid the bots and spam. If you want me to follow you so you can reply to my posts just comment here and I will follow you"  
[X Link](https://x.com/Biotech2k1/status/1979515063300968679) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T11:49Z 32.4K followers, 13K engagements


"I got X commercial stage biotech names that I do like but I do not own right now. I would if biotech ever sold off and they got cheap again but I think they are all fully valued right now. They are $UTHR $EXEL $MDGL and $SMMT"  
[X Link](https://x.com/Biotech2k1/status/1979585374755164454) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T16:28Z 32.4K followers, 4076 engagements


"$BABA leading a monster rally in big cap China Tech. I still own $BABA $BIDU $NTES $FUTU $BILI and $QFIN. Yesterday I sold $LI and replaced it with $XPEV. happy will all but $QFIN right now. I might swap it when I find something more compelling. Ideas Can't be Tencent as my broker does not carry them"  
[X Link](https://x.com/Biotech2k1/status/1961497169829269893) [@Biotech2k1](/creator/x/Biotech2k1) 2025-08-29T18:32Z 32.4K followers, 3045 engagements


"$ZLAB is my newest commercial company replacing $VRNA which was my replacement for $BPMC lol. I really like the China market play but I fully admit this company has some issues that give me pause until I see more. They have some amazing drugs in China like Vyvgart. This should be selling like crazy but it hasn't been. Their year over year sales for the company were only modestly higher. I need to see them start to show some momentum or they won't hit their guidance which will be very bad for my opinion of management. I plan for a XXX% capped position until I see more to relieve my concerns."  
[X Link](https://x.com/Biotech2k1/status/1964316789451465214) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-06T13:16Z 32.4K followers, 3051 engagements


"Everyone telling me I am wrong when I say the dosing and efficacy for TPIP from $INSM is superior to $UTHR and $LQDA so I did more digging. I could not find any evidence to the contrary so I asked Grok to analyze the data across all X programs. Grok came to exact same conclusion I did"  
[X Link](https://x.com/Biotech2k1/status/1966580429957599579) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-12T19:11Z 32.4K followers, 4049 engagements


"One of the things I have done with doing research is deploying multiple AI sources like Grok Copilot and Gemini to help me analyze data and get unbiased feedback on investment decisions. I will feed them a question like who has the best Teprostinil drug out of $UTHR $LQDA and $INSM. This gives me another source of research in the modern age. I prefer Grok because it also uses all the X posts to help generate data. All this and they are all free. They spent billion upon billions to build AI I now use for free lol"  
[X Link](https://x.com/Biotech2k1/status/1966638392554504438) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-12T23:01Z 32.4K followers, 3463 engagements


"The only thing I got done today for stocks was to go over some of the webcast from the $ZLAB. Quiet day just relaxing before back to the stock grind tomorrow"  
[X Link](https://x.com/Biotech2k1/status/1967337055262027972) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-14T21:17Z 32.4K followers, 3070 engagements


"This is how buying value works. In July I started buying China Tech as the valuations were so cheap compared to bubbly US tech. Its only X months and I am up over XX% on this portfolio. $BIDU +75% $BABA +59% $NTES +30% PDD + XX% $FUTU +15% $XPEV +1% and $QFIN -14%. I looked today and the valuations still are not over XX P/E vs XX P/E's for US tech"  
[X Link](https://x.com/Biotech2k1/status/1968636018745094483) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-18T11:19Z 32.4K followers, 2994 engagements


"I nibbled a little $ZLAB $LQDA $XENE and $IDYA. I set a buy for some $SRRK but its rallying and I will be patient if it sells back off"  
[X Link](https://x.com/Biotech2k1/status/1970485446330216791) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-23T13:48Z 32.4K followers, 2789 engagements


"I had Grok analyze my portfolio for foreign manufacturing risk due to tariffs. X names got flagged with $ZLAB and $LQDA. I will have to be cautious on them based on manufacturing and sales. I know all of $ZLAB's sales are China"  
[X Link](https://x.com/Biotech2k1/status/1971369395994943951) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-26T00:21Z 32.4K followers, 3779 engagements


"I had a great chat today with AI. I used multiple to ensure I got a broad response on the topic of TechBio and the use of AI and Machine Learning in drug development. I was happy to see they all had a practical perspective on the use of AI in drug discovery. They admit the level of hype in the space while acknowledging the real advanced Machine Learning has made in the preclinical phases of drug discovery with target identification and modeling. I even asked them to pick the best of the best names for this space"  
[X Link](https://x.com/Biotech2k1/status/1971904773570924656) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-27T11:48Z 32.4K followers, 2996 engagements


"After my chat with Xai and ChatGTP I came away with X names but both admitted these companies were very overvalued and approaching bubbly from value metric due to the AI hype. I will add them to my watch list for when the bubble pops. They are $TEM and $CAI. I think a XX% correction would offer a good place to start"  
[X Link](https://x.com/Biotech2k1/status/1971906932022624401) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-27T11:57Z 32.4K followers, 2249 engagements


"Sold all of $MLTX this morning after it failed in its phase X trail. That is part of the biotech investing game. Took the loss and moved on"  
[X Link](https://x.com/Biotech2k1/status/1972727708405965006) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T18:18Z 32.4K followers, 2955 engagements


"I bought a starter position in $UTHR today. This is a bigger already commercial company for me. I know they have some issues which is why I passed on them in the past. They have challengers to Tyvaso but they do have a strong lead in big commercial area like IPF. They also have some next gen drugs in the works in this space plus the xenotransplant stuff"  
[X Link](https://x.com/Biotech2k1/status/1972734671109902614) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T18:46Z 32.4K followers, 2881 engagements


"I crunched the numbers on $UTHR. This is what I got. I am using ChatGTP and Grok to run the same analysis and give me their numbers. Usually they are similar"  
[X Link](https://x.com/Biotech2k1/status/1972746501794513104) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T19:33Z 32.4K followers, 2455 engagements


"I will sum up my thoughts on $UTHR based on what ChatGTP told me because I think it nails this investment. They are a strong commercial company that could be a strong asymmetric bet with their Xenotransplant. It has a strong platform from which to launch high risk/high reward programs. I will weight them accordingly until we get to see some Xenotransplant data"  
[X Link](https://x.com/Biotech2k1/status/1972751239000789429) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T19:52Z 32.4K followers, 2868 engagements


"Going over the 10K for $UTHR because that is the kind of "fun" I like to have. I found the section on their factory they are building for Pigs for Xenografts. It cost $XX million to build to produce XXX organs a year. Just to pay for that in XX years would require them to charge $60000 per organ Can this really be profitable They are planning at least X or X of these facilities for commercial scale. Anyone know more about this kind of manufacturing"  
[X Link](https://x.com/Biotech2k1/status/1972790100766408818) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-29T22:26Z 32.4K followers, 3570 engagements


"Sold out of all my $MGX. This company is leftover from my old strategy. It has very little data to validate any of its science. I sold it all today at $2.30"  
[X Link](https://x.com/Biotech2k1/status/1973112066979278925) [@Biotech2k1](/creator/x/Biotech2k1) 2025-09-30T19:45Z 32.4K followers, 4738 engagements


"When $XBI gets to $XXX I slated $UTHR $LQDA and $MTSR to dump. Save myself the time of writing profiles on these companies after Q3 earnings. I like them but not at these bubbly prices. That is my next wave of "For Sale" stocks. I also plan to add more $LABD at $XXX which is the old high for biotech of the last X years. I am not sure if biotech investors will repeat the bubble so quickly of 2020. Maybe I have a lot of stock to sell if they do"  
[X Link](https://x.com/Biotech2k1/status/1973416598104109540) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-01T15:55Z 32.4K followers, 3527 engagements


"The only C companies that looked good were $CRNX and $CYTK which I already own. I will do the D's tomorrow"  
[X Link](https://x.com/Biotech2k1/status/1973890064657600903) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-02T23:17Z 32.4K followers, 3933 engagements


"$INSMis a dominante core position with X potential best in class blockbuster drugs in the making. Sales for Brinsupri will be a key driver for next year or two. TPIP remaining best in class is key. $BBIO is a core position as it has a best in class aTTR drug. Sales growth will be key along with late stage data from other programs. They will drive future growth. $AXSM is a core as it has a very broad pipeline. Auvelity sales will be key in near term as the rest of late stage develops. New Symbravo sales will be key to sucess. $CRNX is core as long as they do well as a commercial organization."  
[X Link](https://x.com/Biotech2k1/status/1974055440905359803) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T10:14Z 32.4K followers, 1381 engagements


"$ZLAB has been disappointing on hitting its own sales goals for X quarters now. It has to demonstrate to me it can deliver before I can make it a core position. It has a strong DLL3 drug but it has to start delivering sales growth or it has to go. $UTHR will probably get sold soon. It has a good commercial drug and some good expansion with IPF but it has fierce competition from suoerior drugs. It has to either get cheaper to warrant the risk or I have to sell and wait fkr good Xenotransplant data to validate. $LQDA is the underdog in the lung space. Its sales will be XXX% linked to its fate."  
[X Link](https://x.com/Biotech2k1/status/1974056852632621223) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T10:20Z 32.4K followers, 1264 engagements


"I am strongly thinking I will dump $UTHR today if the bubble in biotech continues. It was a fun trade but there is way too much risk and not enough value left in it for that risk. I will take my nice trade and wait for it to either crash in price or prove some Xenotransplant data. I honestly never own companies over $XX billion market cap so I should stick to that rule. Law of diminishing returns"  
[X Link](https://x.com/Biotech2k1/status/1974071425389486487) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T11:17Z 32.4K followers, 5341 engagements


"Sold out of $UTHR as the valuation is way too bubbly for the high level of risk from better drug competition and the high risk of failure in Xenotransplant. I felt like I made a mistake cashing FOMO on this one so I fixed it"  
[X Link](https://x.com/Biotech2k1/status/1974121034405306524) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T14:35Z 32.4K followers, 1686 engagements


"I added several companies to my Biotech list that I don't own but I do really like the companies. They are $UTHR $SMMT $EXEL & $MDGL. That way I get news from their posts"  
[X Link](https://x.com/Biotech2k1/status/1974248495868481901) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-03T23:01Z 32.4K followers, 4069 engagements


"Okay I'm going to be the one that says it. $INSM he's getting really freaking bubbly going into its first earnings after approval. I would suspect this thing pops after the first earnings"  
[X Link](https://x.com/Biotech2k1/status/1975655603721687078) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-07T20:12Z 32.4K followers, 2794 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) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-08T13:16Z 32.4K followers, 105.2K engagements


"Grok agrees with my base valuation on $SPRB"  
[X Link](https://x.com/Biotech2k1/status/1975927051065364733) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-08T14:11Z 32.4K followers, 11.1K engagements


"Some undervalued companies I am still playing base on the underappreciation for their fundamentals and value. $CRNX my value = $XX $TVTX my value = $XX $VKTX my value = $XX $XENE my value = $XX $AKRO my value = $XX $SPRB my value = $600"  
[X Link](https://x.com/Biotech2k1/status/1976029863078494520) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-08T21:00Z 32.4K followers, 10.1K engagements


"The sacrificial lambs to be sold into FOMO"  
[X Link](https://x.com/Biotech2k1/status/1976225548822249639) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T09:57Z 32.4K followers, 2147 engagements


"My only value disparity plan I have right now is $SPRB but there is some value left in $CRNX $VKTX $XENE $TVTX and $AKRO in my opinion"  
[X Link](https://x.com/Biotech2k1/status/1976225983587070269) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-09T09:59Z 32.4K followers, 2334 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) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-10T13:39Z 32.4K followers, 4754 engagements


"I bought my X REITs in my Financial portfolio with $O $SLG $ADC $STAG and $LTC. I did not sell the rest of my financial yet as they all go wrecked today"  
[X Link](https://x.com/Biotech2k1/status/1978864702412255486) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T16:44Z 32.4K followers, 1986 engagements


"@sharedResonance I have a friend who love and owns $VZ. I rather dividend growth vs dividend now companies but that depends on your needs. If you are old then you want the big dividend now. If you are younger then you want something that could be a big dividend in XX or XX years"  
[X Link](https://x.com/Biotech2k1/status/1979248006453985687) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T18:07Z 32.4K followers, XX engagements


"I picked my X consumer staples and they should be bought by now with the M1 3pm window. I went with $PEP $CLX $MKC $FDP and $PG. I am about as defensive as I can possibly get right now as in depth study and AI agee that valautions are crazy right now"  
[X Link](https://x.com/Biotech2k1/status/1979265236562505780) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T19:16Z 32.4K followers, 2505 engagements


"@JedediahMinyard Because I think its dead weight"  
[X Link](https://x.com/Biotech2k1/status/1979552976844054630) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T14:19Z 32.4K followers, XXX engagements


"@DuncanMacleod22 All the due diligence I needed in the company SEC filings"  
[X Link](https://x.com/Biotech2k1/status/1979634195694809333) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-18T19:42Z 32.4K followers, XXX engagements


"Yesterday $PRAX closed at $XXXX billon market cap. This win in phase X today adds a good $X billion in valuation alone. The rest of the pipeline is woth at least another $X billion. My new price value is $XXX. And they better raise cash tonight"  
[X Link](https://x.com/Biotech2k1/status/1978830031896924549) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-16T14:26Z 32.4K followers, 1886 engagements


"I had X portfolios that were outperforming this year with biotech crypto and China Tech. Today I took my profits in my China Tech portfolio to lock them in. I have $BABA up XX% $BIDU up XX% $BILI up XX% $NTES up XX% and $FUTU up 2%. That is just since July 1st. I am locking in those gains so I can rotate to the next value play. I am looking at beaten down consumer staples"  
[X Link](https://x.com/Biotech2k1/status/1979182301356433614) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-17T13:46Z 32.4K followers, 2708 engagements


"@caseycarhart I am not a fan. I would gp with $TEM or $CAI"  
[X Link](https://x.com/Biotech2k1/status/1979699125055881373) [@Biotech2k1](/creator/x/Biotech2k1) 2025-10-19T00:00Z 32.4K followers, XXX engagements