#  @DeepSouthDoctor Keith Abrams
Keith Abrams posts on X about bullish, company, $urgn, $clrb the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1713609026/interactions)

- [--] Week [-----] +16%
- [--] Month [------] +142%
- [--] Months [-------] +65%
- [--] Year [-------] +67%
### Mentions: [--] [#](/creator/twitter::1713609026/posts_active)

- [--] Week [--] +16%
- [--] Month [--] +89%
- [--] Months [---] +66%
- [--] Year [---] +100%
### Followers: [-----] [#](/creator/twitter::1713609026/followers)

- [--] Week [-----] -0.02%
- [--] Month [-----] +1.10%
- [--] Months [-----] +6.60%
- [--] Year [-----] +14%
### CreatorRank: [---------] [#](/creator/twitter::1713609026/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) 38.74% [finance](/list/finance) 33.33% [cryptocurrencies](/list/cryptocurrencies) 9.91% [technology brands](/list/technology-brands) 0.9% [social networks](/list/social-networks) 0.9%
**Social topic influence**
[bullish](/topic/bullish) #1719, [company](/topic/company) 10.81%, [$urgn](/topic/$urgn) 9.91%, [$clrb](/topic/$clrb) 9.91%, [$tcmd](/topic/$tcmd) 9.01%, [$chrs](/topic/$chrs) 8.11%, [$abeo](/topic/$abeo) #7, [market](/topic/market) 7.21%, [$espr](/topic/$espr) 7.21%, [$eton](/topic/$eton) 6.31%
**Top accounts mentioned or mentioned by**
[@avidresearch](/creator/undefined) [@blasebio](/creator/undefined) [@jfais20](/creator/undefined) [@aamortazavi](/creator/undefined) [@anthonystaj](/creator/undefined) [@zwerbio](/creator/undefined) [@richardtip17589](/creator/undefined) [@kapstahoon](/creator/undefined) [@rbuskey106](/creator/undefined) [@tweetawaydk](/creator/undefined) [@esg_biotech](/creator/undefined) [@edenrahim](/creator/undefined)
**Top assets mentioned**
[Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Kyverna Therapeutics, Inc. (KYTX)](/topic/$kytx) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Prothena Corporation plc Ordinary Shares (PRTA)](/topic/$prta) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA)](/topic/$knsa) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Candel Therapeutics, Inc. (CADL)](/topic/$cadl) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [ArriVent BioPharma, Inc. (AVBP)](/topic/$avbp) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Rainmaker Games (RAIN)](/topic/$rain) [Annexon, Inc. (ANNX)](/topic/$annx) [Inari Medical, Inc. (NARI)](/topic/$nari) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [2131KOBUSHIDE (21)](/topic/$21) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [MEI Pharma, Inc. (MEIP)](/topic/$meip) [Arcutis Biotherapeutics, Inc. (ARQT)](/topic/$arqt)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$AVBP - bought full position $21 past two trading days. May be a bit early but am bullish on Ph3 readout (Q126) in Exon20 nsclc and like other trials as well. 9% Insider ownership nice to see"
[X Link](https://x.com/DeepSouthDoctor/status/1949818372247687605) 2025-07-28T13:05Z [----] followers, [----] engagements
"$AVBP - sold for a 4% loss. Upon re-reviewing the company am a little less bullish on Q126 Ph3 data and I simply like something else better"
[X Link](https://x.com/DeepSouthDoctor/status/1965405528814924219) 2025-09-09T13:22Z [----] followers, [----] engagements
"One potential edge amateurs (like me) can have in biotech is finding unfollowed companies - then having the courage of your convictions. Most of my biggest wins past [--] months have been made that way (e.g. $CMRX $ETON $RZLT $TCMD $XERS) even though I sold some too early"
[X Link](https://x.com/DeepSouthDoctor/status/1985711128048254988) 2025-11-04T14:10Z [----] followers, [----] engagements
"$SPRB - bought at $77. Like the non-dilutive financing and I think the stock moves upward if/when they file their NDA this Q and more so if/when accepted by FDA. Company has BTD and is eligible for a PRV which is worth 1.5x current market cap"
[X Link](https://x.com/DeepSouthDoctor/status/2009298717724000588) 2026-01-08T16:18Z [----] followers, [----] engagements
"$SLNO - Has handily beaten analyst estimates in all [--] Qs since Vykat launch in PWS Q225. Seemingly clearly on path for $1B+ in sales. Company bought back stock at higher levels profitable has $500m cash as of YE for possible acquisitions. Story seems increasingly bullish"
[X Link](https://x.com/DeepSouthDoctor/status/2010704575599092174) 2026-01-12T13:25Z [----] followers, [----] engagements
"$SLNO - for all of the progress below stock trading near 52-week lows at $43 - and last secondary in July [----] went for $85. Seems like plenty of room to run not to mention potential for a "bolt-on acquisition" that would be immediately accretive to earnings for $SLNO - Has handily beaten analyst estimates in all [--] Qs since Vykat launch in PWS Q225. Seemingly clearly on path for $1B+ in sales. Company bought back stock at higher levels profitable has $500m cash as of YE for possible acquisitions. Story seems increasingly bullish. $SLNO - Has handily beaten analyst estimates in all [--] Qs since"
[X Link](https://x.com/DeepSouthDoctor/status/2010706277031133352) 2026-01-12T13:31Z [----] followers, [----] engagements
"@jfais20 Per your "cage match" thinking there are several other commercial-stage bios that I think are far "cheaper"/ represent better value than $URGN - short list includes: $ABEO $BCRX $HRMY $IOVA $KURA $PLX $TCMD"
[X Link](https://x.com/DeepSouthDoctor/status/2011589271908663721) 2026-01-15T00:00Z [----] followers, [----] engagements
"@avidresearch Atopic Derm is becoming more crowded in general (e.g. $CLDX $KYMR). No sense in me speculating (any more) about how $CRVS data stacks up - we'll find out Tuesday morning"
[X Link](https://x.com/DeepSouthDoctor/status/2012389674359152831) 2026-01-17T05:01Z [----] followers, [----] engagements
"@anthonystaj @avidresearch If either of you haven't yet watched Brad Loncar's "Biotech TV" interview with Brian Skorney about $XENE here is the link below. https://www.biotechtv.com/post/brian-skorney-january-12-2025 https://www.biotechtv.com/post/brian-skorney-january-12-2025"
[X Link](https://x.com/DeepSouthDoctor/status/2012559076270481758) 2026-01-17T16:14Z [----] followers, [---] engagements
"@AAMortazavi All you have to do is look at my last [--] weeks of tweets. $KYMR"
[X Link](https://x.com/DeepSouthDoctor/status/2014407434706592071) 2026-01-22T18:38Z [----] followers, [---] engagements
"@ZwerBio I appreciate the perspective especially. b/c I don't follow $JANX. However I don't think their partnering news explains $VIR strength all week or the magnitude of their increase"
[X Link](https://x.com/DeepSouthDoctor/status/2014745070390374623) 2026-01-23T17:00Z [----] followers, [---] engagements
"@BlaseBio They're way too small of a company to commercialize on their own a drug that would be primarily prescribed by Primary Care docs. It's one thing to sell a rare disease drug or one marketed to specialists but $MLYS is right to look for a partner"
[X Link](https://x.com/DeepSouthDoctor/status/2020370241650585965) 2026-02-08T05:32Z [----] followers, [---] engagements
"Bought $XENE $41. Stock price got way ahead of itself 4-5 years ago after stellar Ph2b data but now couldn't be more bullish about upcoming Ph3 readout (in March) that is likely a best-in-class drug for a large TAM. Would expect "the next leg up" after positive results"
[X Link](https://x.com/anyuser/status/2011466638244114827) 2026-01-14T15:53Z [----] followers, [----] engagements
"$SLNO - sold for penny profits. Just like others better wanted to raise cash and the market seems pretty blas about the stock these days"
[X Link](https://x.com/anyuser/status/2013650726984024482) 2026-01-20T16:31Z [----] followers, [----] engagements
"$MLYS - Bought full position $32. Company filed YE - earlier than previously advertised - for best-in-class hypertension drug awaiting Ph2 data this Q in 2nd indication. Plenty of cash over 30% off of 52-week highs"
[X Link](https://x.com/anyuser/status/2013979897765769503) 2026-01-21T14:20Z [----] followers, [----] engagements
"Shorted my 1st biotech of [----]. Never hold shorts for very long just one way of hedging against a frothy market. Hint - I shorted them last month at a considerably higher price took decent profits quickly but way premature. Although to be fair I put profits to good use"
[X Link](https://x.com/anyuser/status/2014405819748483417) 2026-01-22T18:32Z [----] followers, [----] engagements
"$VIR - up 25% this week on no news. You never know when (perceived) undervalued stocks begin to move up. Of course a much anticipated catalyst is coming up late next month but stock's recent strength is noteworthy. I remain long and holding"
[X Link](https://x.com/anyuser/status/2014735355249877258) 2026-01-23T16:21Z [----] followers, [----] engagements
"Most of the Commercialization-stage bios that I follow (and generally like) are down YTD and down significantly from their 52-week highs despite biotech indices being up YTD and after a strong Q425. $ABEO $BCRX $CRMD $EOLS $ETON $HRMY $HROW $IOVA $OCUL $RIGL $SLNO $TARS $URGN"
[X Link](https://x.com/anyuser/status/2015204062531088860) 2026-01-24T23:24Z [----] followers, [----] engagements
"$ABEO - I don't like current "vibes" despite $5. IMHO they'd have "pre-announced" Q4 earnings if they had good news to report and fwiw their most recent slide deck is from June [----]. Will look to re-buy if stock declines post Q4 call due to temporary/fixable issues"
[X Link](https://x.com/anyuser/status/2016560351974744158) 2026-01-28T17:13Z [----] followers, [----] engagements
"$CRVS - bought back a chunk on the "mini-dip". While happy to buy back these shares at lower that what I last sold - remember I also sold some in the teens - I mainly want to direct more funds to bios that I feel are super solid - both with data trial design & management"
[X Link](https://x.com/anyuser/status/2017283275421548908) 2026-01-30T17:06Z [----] followers, [----] engagements
"Holding several bios w major Q1 data catalysts: $IDYA $IOVA $MYLS $OCUL $VIR Holding $SPRB w Q1 catalyst of filing sNDA YTD I'm 1-1 on major catalysts. Thankfully $CRVS gain $GUTS loss. Still holding $TCMD $TECX $CRVS Will re-evaluate $CRMD after Feb10 Analyst Day"
[X Link](https://x.com/DeepSouthDoctor/status/2019862210751668304) 2026-02-06T19:54Z [----] followers, [----] engagements
"Red days are for buying. Bought full position last few days in $PVLA Re-bought full position in $XENE this morning. Both with Ph3 readouts next month very bullish on both"
[X Link](https://x.com/DeepSouthDoctor/status/2021600435757265383) 2026-02-11T15:01Z [----] followers, [----] engagements
"$OCUL timing of data release CC akin to $CRVS last month - pre-market after a long holiday weekend should attract maximal attention. I remain quite bullish. To me pertinent question is will data be perceived to be just "okay" or will it be a "home run" I bet the latter"
[X Link](https://x.com/anyuser/status/2022445436825710766) 2026-02-13T22:59Z [----] followers, [----] engagements
"Ok here are my top dozen SMID-cap biotech picks for [----]. I own half of them hoping to buy others at lower prices. Again I encourage others share their picks. In alphabetical order based on ticker: $AUPH $ATNX $BYSI $CRBP $EIGR $KDMN $KNSA $NERV $OVID $RVNC $SELB $TGTX Correction: My mistake. In review I offered a "baker's dozen" that included $FGEN which returned - 07% for the year bringing the average below to + 96% Correction: My mistake. In review I offered a "baker's dozen" that included $FGEN which returned - 07% for the year bringing the average below to + 96%"
[X Link](https://x.com/anyuser/status/1212731831923150850) 2020-01-02T13:46Z [----] followers, [--] engagements
"I'm not busy enough at work so I uncharacteristically just bought . . . $AMRN at $17.80. On the one hand I don't think it's significantly undervalued; conversely makes no sense that it's trading much closer to 52-week lows than highs given company news of past [--] months"
[X Link](https://x.com/anyuser/status/1225847359848042496) 2020-02-07T18:22Z [----] followers, [--] engagements
"After re-reviewing each biotech (that I follow closely) that has key Q220 data readouts coming I am: Most Bullish on $CARA $NERV (esp. high dose) Bullish on $AKBA $AXSM $CPRX $MYOK $OBSV $RVNC Undecided: $AVDL (leaning bullish) $CCXI $KNSA"
[X Link](https://x.com/anyuser/status/1246880320496062464) 2020-04-05T19:20Z [----] followers, [--] engagements
"Not my forte to assign valuations to bios but I have to say I see $AXSM as way undervalued given their pipeline. Data on depression & migraine look a lot better to me than many competitors and they're Ph3 ready for huge mrkts like narcolepsy smoking cessation & fibromyalgia"
[X Link](https://x.com/anyuser/status/1247155584752857088) 2020-04-06T13:33Z [----] followers, [--] engagements
"$NERV reports "only" a 30% dropout rate in their Ph3 trial in negative sxs of schiz - they had modeled a 40% d/o rate. Subsequently 92% of subjects opted to enter Long-term Extension trial. Data this Q remain extremely bullish"
[X Link](https://x.com/anyuser/status/1257294864519176192) 2020-05-04T13:03Z [----] followers, [--] engagements
"I'm probably pushing my luck but shorted $MRNA at $64+. Shorted it [--] weeks ago at $54+ covered at $48. I'm sorry but a $24B MC for a biotech company at this stage seems a wee bit excessive. But I've lost lots of money before when I thought I was being rational. 🙏🙏"
[X Link](https://x.com/anyuser/status/1259855373051232256) 2020-05-11T14:38Z [----] followers, [--] engagements
"Re-bought $SNGX last week. While being added to Russell Microcap Index is a nice short-term bonus I bought for the long term. Can't think of another biotech w a $50 market cap that has [--] late-stage products with such good data"
[X Link](https://x.com/anyuser/status/1275051342726410240) 2020-06-22T13:01Z [----] followers, [--] engagements
"Not 100% apples to apples but a comp of (essentially) 1-drug bios that either launched drug late Q419/1H20 or will presumably launch next yr w $1B+ sales projected. Biotech MCap $GBT $4.4B $CCXI $3.5B $AUPH $1.56B $MYOV $1.50B $KPTI $1.30B $ESPR $1.10B"
[X Link](https://x.com/anyuser/status/1287213280826662912) 2020-07-26T02:28Z [----] followers, [--] engagements
"Bios that intrigue me at current prices down at least 40% from previous highs with seemingly no bad news since: $APLS $APRE $AUPH $AVDL $BYSI $CHMA $ESPR $GMDA $GTHX $GWPH $KPTI $MEIP $SELB $URGN"
[X Link](https://x.com/anyuser/status/1288483084585795585) 2020-07-29T14:34Z [----] followers, [--] engagements
"Just read $KPTI Q2 call transcript. It's hard not to be impressed by management & their execution as well as the multi-pronged ways that Selixnr can/will grow. Nice entry point here almost 50% off 52-week highs. A "crockpot" type of stock w potential for faster appreciation"
[X Link](https://x.com/anyuser/status/1291094729761992705) 2020-08-05T19:32Z [----] followers, [--] engagements
"So I'm reviewing my stocks. Hope to have the discipline to hold $GMDA $ONCT $KNSA $PRQR long-term b/c I think there is much growth to come (and to hopefully have gains convert to L-T Cap gains). Knowing me I think I need an "accountability partner" LOL"
[X Link](https://x.com/anyuser/status/1337857502071939073) 2020-12-12T20:30Z [----] followers, [--] engagements
"Re-bought $KPTI. Of the "commercialization stage" SMID-Cap bios I follow I think this is both the cheapest & most de-risked. Not sexy and not expecting a buyout but it's near 52-wk lows despite clear progress and the downside seems quite limited vs. potential sizable upside"
[X Link](https://x.com/anyuser/status/1343619925408149506) 2020-12-28T18:08Z [----] followers, [--] engagements
"Bought $MYOV as it hits price that it was at immediately before PFE deal - which added about $6.70 per share in up-front cash. I am too embarrassed to mention how cheaply I sold it in [----] - one of my worst decisions of the year. Company has executed near flawlessly IMHO"
[X Link](https://x.com/anyuser/status/1348660362367946752) 2021-01-11T15:57Z [----] followers, [--] engagements
"$AUPH all-time highs (at $21+) were a few weeks after announcing Ph3 results in Dec [----] (and after raising money at $15 a few days later). Since then in a strong biotech market the stock is lower. Why I prefer making my bets on data and not commercialization"
[X Link](https://x.com/anyuser/status/1354099094344642560) 2021-01-26T16:09Z [----] followers, [--] engagements
"The amount of exaggerated hype/outlandish "forecasts" by the bio-twitter community is getting hard to take. I sincerely apologize for any times I may have added to such noise. Meantime I prefer those who show humility are realistic uncover news or play Devil's advocate"
[X Link](https://x.com/anyuser/status/1370039942391402498) 2021-03-11T15:52Z [----] followers, [--] engagements
"Current core long-term holdings: $CLRB $ONCT $PRQR Add'l current holdings: $AXSM $BTAI $DCPH $SCYX $SURF Looking to re-buy: $ARQT $APLS $ETNB $KNSA $MYOV Looking to add: $CHRS $GRTX $MIST Due Diligence List: $INFI $MREO $OMER $REPL $SGMO"
[X Link](https://x.com/anyuser/status/1371821540082339844) 2021-03-16T13:51Z [----] followers, [--] engagements
"Biotech market being especially unkind to commercialization-stage SMID-cap bios. $AUPH $CHMA $EVFM $KPTI all at 52-week lows or within a few % points of it. Others within 15% of same (e.g. $ESPR $KALA)"
[X Link](https://x.com/anyuser/status/1375097688719511554) 2021-03-25T14:50Z [----] followers, [--] engagements
"So many examples of the essence of SMID- cap biotech investing. Very often best time to sell is post-Ph3 (or Ph2) results. See $AUPH $CCXI $ESPR $KPTI Of course while that entails high risk it's the sweet spot of R/R ratio and most efficient time-wise IMHO"
[X Link](https://x.com/anyuser/status/1390679724893081601) 2021-05-07T14:47Z [----] followers, [--] engagements
"Sold $INFI at $1.57 a huge loss. May miss a small "bounce" but they won't have material news for months. One of my favorite lines that a client (an older Southern banker) once said to me - in a therapy session nonetheless - was "if you have to eat a turd don't nibble on it""
[X Link](https://x.com/anyuser/status/1420072880965099525) 2021-07-27T17:25Z [----] followers, [--] engagements
"Great list thanks. I would add these Q4 readouts all pivotal: 1) $AGLE - Ph3 in ARG 1D 2) $DCPH - Ph3 in 2nd-ln GIST 3) $GRTX - Ph3 in SOM 4) $IMGN - Ph3 in plat-res Ovar 5) $MDGL - Ph3 in NAFLD 6) $MEIP - Ph2b in 3rd-ln FL Q4 Biotechs: Company Specific Catalysts part [--] 1) $PDSB big one: PDS101+Keytruda PH2 for Head and Neck Cancer 2) $CRVS HPV+ Oropharyngeal Cancer data EOY 3) $CKPT PH3 for metastatic cutaneous squamous cell carcinoma 4) $CYCN and $ALEC early Alzheimer's data 5) $VLON ADHD Data Q4 Biotechs: Company Specific Catalysts part [--] 1) $PDSB big one: PDS101+Keytruda PH2 for Head and"
[X Link](https://x.com/anyuser/status/1436731517921898504) 2021-09-11T16:41Z [----] followers, [--] engagements
"Data readouts by YE that I am most watching: $BLU - Ph3 chrn cough $CKPT* - Ph3 metastat csqc $MDGL - Ph3 in NAFLD $ONCT* - Ph2 in 1st-line r/r CLL $PDSB* - Ph2 in HPV+ me stat H&N $PTGX* - Ph2 update in PV $TCON* - Ph3 in sarcoma subgroups * = stocks I own"
[X Link](https://x.com/anyuser/status/1469016621134004225) 2021-12-09T18:50Z [----] followers, [--] engagements
"2022 Biotech Report Card Part 1: I only buy/sell long positions in micro/smid-cap biotechs no options no shorting: Up 53.4% vs. XBI (-25.9%) NBI (-10.9%) Last [--] years Annual Average Performance: Up 30.7% vs. XBI (+ 5.9%) NBI (+ 7.2%)"
[X Link](https://x.com/anyuser/status/1609935612223623168) 2023-01-02T15:32Z [----] followers, 24K engagements
"Current positions in order of size: $BTAI $ZYME $MIRM $RAIN $LIAN $ATNM $PHAT $GTHX $XFOR $ACHV Q123 data catalysts I am watching: $APLT $DAWN $ETNB $GTHX $PHAT $RAIN $TSHA $TVTX (PDUFA) Q223 data catalysts: $ACHV $APLT $ATNM $AXSM $BTAI $GTHX $TSHA $TVTX $VKTX $XFOR"
[X Link](https://x.com/DeepSouthDoctor/status/1609938846925426688) 2023-01-02T15:45Z [----] followers, 12.5K engagements
"$RAIN: I will stay on sidelines as binary Ph3 reads out this Q. Don't like small N of prior Ph2 (at RPh3 dose in Ph3 population) nor the SOC comp from a study run [--] years ago - would think SOC has improved since then. Too data in other indications has been underwhelming"
[X Link](https://x.com/anyuser/status/1659551011030065155) 2023-05-19T13:26Z [----] followers, [----] engagements
"$RAIN: Biotech life lessons: 1) Be willing to re-examine your positions 2) Welcome contrarian points of view 3) Acknowledge one's ignorance rather than make (biased) assumptions 4) Remember base rates - i.e how hard it usually is to successfully dev'l (& market) new drugs $RAIN: I will stay on sidelines as binary Ph3 reads out this Q. Don't like small N of prior Ph2 (at RPh3 dose in Ph3 population) nor the SOC comp from a study run [--] years ago - would think SOC has improved since then. Too data in other indications has been underwhelming. $RAIN: I will stay on sidelines as binary Ph3 reads"
[X Link](https://x.com/anyuser/status/1660626103961092096) 2023-05-22T12:38Z [----] followers, [----] engagements
"$PDSB: Listened to post-ASCO CC & re-read Q1 earnings call transcript: 1) The kerfuffle over ORR is silly b/c OS = gold standard w mPFS next best endpt. 2) Ph2 data are stellar both on efficacy & safety 3) [--] Ph3s to begin Q423. 4) Expect a lucrative partnership by YE23"
[X Link](https://x.com/anyuser/status/1666776872573718532) 2023-06-08T11:59Z [----] followers, [----] engagements
"I have $GRTX all over my face. No excuses. If I ever tweet that I'm investing in a PDUFA play please DM me and tell me not to be an idiot. Learning the lesson "stay in your lane" yet again"
[X Link](https://x.com/anyuser/status/1689415739537600512) 2023-08-09T23:17Z [----] followers, [----] engagements
"$CHRS: Bought another chunk even though it was already my #1 position. Gotta take advantage of such trading situations and my conviction/the fundamental story hasn't changed a bit"
[X Link](https://x.com/anyuser/status/1703779847707787627) 2023-09-18T14:35Z [----] followers, [----] engagements
"$CHRS: Added a bit more at these levels. I try to buy when market/stocks are down sell when they're up. Conviction on $CHRS has not changed; however hoping that patience is truly a virtue here"
[X Link](https://x.com/anyuser/status/1717904309956833619) 2023-10-27T14:01Z [----] followers, [----] engagements
"As my grandfather liked to say "I'd rather be lucky than good". Couldn't resist adding 12% more shares when $CHRS hit $2.65 for no good reason. Go big or go home I guess. With Tori approval & Q124 launch sentiment may change. Remain convinced this is way underpriced. $CHRS: Added a bit more at these levels. I try to buy when market/stocks are down sell when they're up. Conviction on $CHRS has not changed; however hoping that patience is truly a virtue here. $CHRS: Added a bit more at these levels. I try to buy when market/stocks are down sell when they're up. Conviction on $CHRS has not"
[X Link](https://x.com/anyuser/status/1718036848830750839) 2023-10-27T22:47Z [----] followers, [----] engagements
"$CHRS: IMHO biggest takeaways from post-Loqtorzi CC: 1) Multiple companies wanting to partner 2) Company immediately swamped w requests from docs 3) Minimal SGA expense as Undencya sales force will detail the drug 4) Add'l trials designed to show superiority vs. SOC"
[X Link](https://x.com/DeepSouthDoctor/status/1718634257382285361) 2023-10-29T14:21Z [----] followers, [----] engagements
"Current positions in order of size: $CHRS $XERS $CLRB $ACHV $CADL $KALV Stalking: $LYRA $FULC $RNA Will likely sell remainder of $KALV imminently hope to re-buy $10. Will buy more $CADL through 1H24. Holding more $$ than usual post-Q4 gains increased flexibility"
[X Link](https://x.com/anyuser/status/1742185957418320123) 2024-01-02T14:07Z [----] followers, [----] engagements
"$CLRB: Just listened to CC today. 1) Data are clearly a home run - both efficacy & safety and will become a grand slam w further updates. 2) While filing now out to 2H24 I'm also more confident that it will go smoothly. 3) Price target: Easily Double digits by YE26"
[X Link](https://x.com/anyuser/status/1744395167459623392) 2024-01-08T16:26Z [----] followers, [----] engagements
"$CHRS: Listened to JPM talk bought 20% more on today's morning weakness. I think core business has never been stronger revenues will only ramp up for next several years Ph1/2 data at ASCO next week possible upside and [----] revenues to be much than today's market cap"
[X Link](https://x.com/anyuser/status/1745469584906260660) 2024-01-11T15:35Z [----] followers, [----] engagements
"Bought 10% more $CLRB on weakness this morning simply because their recent Ph3 data were so good. A long-term buy and hold for me"
[X Link](https://x.com/anyuser/status/1747666717864603749) 2024-01-17T17:06Z [----] followers, [----] engagements
"$CLRB: Just listened to the KOL call. Very impressive. Data are pristine ex-USA partnering talks underway w multiple companies other larger market indications will be explored. By any valuation measure company seems to be dirt cheap and de-risked"
[X Link](https://x.com/anyuser/status/1748439269801083157) 2024-01-19T20:16Z [----] followers, 20.9K engagements
"$XERS: Listened to yesterday's Oppenheimer presentation. Never been more bullish on company believe they're hitting on all cylinders. Trust management to con't to make savvy moves and proprietary tech/pipeline offer extra upside"
[X Link](https://x.com/DeepSouthDoctor/status/1757766556954550377) 2024-02-14T13:59Z [----] followers, [----] engagements
"Portfolio Update: Sold $PHAT for quick significant profit covered $SWTX short. Current positions in order of size: $XERS $CHRS $CLRB $HROW $SCPH $ACHV $XFOR Stalking: $ANNX $CADL $LYRA (long) $MRUS $KYMR (short)"
[X Link](https://x.com/anyuser/status/1760710875600556397) 2024-02-22T16:59Z [----] followers, [----] engagements
"$NARI: Read the earnings call transcript. So the company moves up estimate of profitability from 2H25 to 1H25 is poised for years of (continued) sustained growth - and now trades for 4.5x estimated FY24 revenues & stock price is at a 5-year low. This is called a bargain"
[X Link](https://x.com/anyuser/status/1763393956111356274) 2024-03-01T02:40Z [----] followers, [----] engagements
"$CLRB: Bought 5% more on dip to $4.0 after superb data release today. Remain quite content to have this be a long-term hold. One of the more amazing turnaround stories in micro-cap biotech you'll see. Today's data certainly might sweeten terms of any future partnership deals"
[X Link](https://x.com/anyuser/status/1764671855477059984) 2024-03-04T15:18Z [----] followers, [----] engagements
"$NARI: Bought another 20% at $42 to complete my holding. Selloff is irrational stock now trading at 4x projected [----] revenues with clearly enough cash to see it through to profitability in FY/CY [----]. I like to buy solid companies when others are running to the exits"
[X Link](https://x.com/anyuser/status/1765043274589651389) 2024-03-05T15:54Z [----] followers, [----] engagements
"$XERS: I didn't hear any surprises on Earnings call I think pull-back is b/c they didn't have any "sexy" news and they were near 52-week highs. They are a "tortoise" not a hare but the progress - in all spheres - is almost inexorable. I find management competent & credible"
[X Link](https://x.com/DeepSouthDoctor/status/1765447743349080274) 2024-03-06T18:41Z [----] followers, [----] engagements
"$CLRB - Is $FUSN really worth 20x more I never buy a biotech thinking it will get bought out but the recent M & A in radiopharm certainly bodes well for a higher valuation for $CLRB whether it remains a stand-alone or not"
[X Link](https://x.com/anyuser/status/1770093239858516053) 2024-03-19T14:21Z [----] followers, [----] engagements
"$HROW: Bought 25% more after today's CC & 8K filing on "most important development in our history" (good news on IHEEVO reimbursement). CEO has never sold a share (and bought more 3x past year). I think they operate w the highest level of integrity I've seen for a small-cap bio"
[X Link](https://x.com/anyuser/status/1770474349742465193) 2024-03-20T15:35Z [----] followers, [----] engagements
"$CLRB: Very impressed by Roth conference talk yesterday. This is my #1 holding a long-term play. They have the largest patent estate in the field (by # of patents) which for a company this size is mind-bogglingly impressive. Looking forward to May data update for [---] in WM"
[X Link](https://x.com/anyuser/status/1770493975385760251) 2024-03-20T16:53Z [----] followers, [----] engagements
"Current holdings in order of size: $CLRB $HROW $CHRS $NARI $ACHV $SGMT $ESPR Stalking: $ANNX $CADL $ETON"
[X Link](https://x.com/anyuser/status/1770848788879458641) 2024-03-21T16:23Z [----] followers, [----] engagements
"$RVNC going from $38 to $3.80 in less than a year is the biggest fall for a commercialization-stage small-cap biotech than I can recall"
[X Link](https://x.com/anyuser/status/1780236406633238706) 2024-04-16T14:06Z [----] followers, [----] engagements
"$ESPR has finally turned the corner. It's going to be a long sustained ride up from here with several quarters/years of sequential revenue growth. They remain a screaming buy IMHO regardless of whether they continue to stay independent or become a takeover target"
[X Link](https://x.com/anyuser/status/1787839658568679603) 2024-05-07T13:39Z [----] followers, [----] engagements
"$ESPR - bought 20% more at $2.15 now my #1 holding. Their EV/projected product revenue yields one of the very best bargains of biotechs that I cover. EPS estimates just raised significantly. This remains a long-term hold for me"
[X Link](https://x.com/anyuser/status/1788209617614385656) 2024-05-08T14:09Z [----] followers, [----] engagements
"$CLRB add'l thoughts. The interim Ph3 data far surpassed the standard needed to hit the PE. Drug has both PRIME & Fast Track status. It's inconceivable that updated results would not also easily exceed the PE & very unlikely a new safety signal emerged. I remain bullish"
[X Link](https://x.com/anyuser/status/1806389544117236124) 2024-06-27T18:10Z [----] followers, [----] engagements
"Is it just me or is it a little premature for $SMMT to have a market cap of $17 Billion w/o having a drug on market until at least 2006"
[X Link](https://x.com/anyuser/status/1833909714293522702) 2024-09-11T16:45Z [----] followers, [----] engagements
"$ESPR - sold entire position for negligible loss. I've run out of patience was unhappy with both size of quarterly loss as well as rate of accelerated sales (and eventual peak sales). You know you're in trouble when ER doesn't mention net product sales in 1st paragraph"
[X Link](https://x.com/DeepSouthDoctor/status/1854566474892857447) 2024-11-07T16:47Z [----] followers, [----] engagements
"Funny how I don't see many people tweeting about $PDSB these days"
[X Link](https://x.com/anyuser/status/1856757062950388085) 2024-11-13T17:52Z [----] followers, [----] engagements
"$ARWR - Listened to CC re: $SRPT partnership. Love love the deal for $ARWR. Can't recall a smid-cap bio making such a lucrative comprehensive deal for non-core assets. Applaud the focus on cardio-metabolic pipeline. Might buy more a clear l-t hold for me"
[X Link](https://x.com/anyuser/status/1861754028843016392) 2024-11-27T12:48Z [----] followers, 11.7K engagements
"Biotech giveth ($CADL $CMX) and taketh ($CRVO) away this week. Crazy week for my portfolio"
[X Link](https://x.com/DeepSouthDoctor/status/1866852187097436168) 2024-12-11T14:27Z [----] followers, [---] engagements
"2025 Core Positions: $ETON $CMRX $SNDX $URGN $ACHV $ARWR [----] Current Non-core Positions: $CGEM $KURA $ZNTL Stalking: $ATYR $CELC $LRMR $PRTA $VNDA"
[X Link](https://x.com/anyuser/status/1874791779737944284) 2025-01-02T12:16Z [----] followers, [----] engagements
"Just to clarify (for the past 30+ years) I virtually only invest in micro/smid-cap biotechs. Don't do options. Might short a few but never for long. Use Twitter/X to discover new names read others' bearish views as a check on mine. Good luck to all this year [----] Stats: Last [--] yrs. (Avg.) Me: + 47.2% + 30.3% XBI: + 0.9% + 05.4% NBI: - 1.4% + 05.7% RUT: + 10.0% + 06.4% S&P500: + 23.3% + 12.8% NASD: + 28.6% + 17.3% [----] Stats: Last [--] yrs. (Avg.) Me: + 47.2% + 30.3% XBI: + 0.9% + 05.4% NBI: - 1.4% + 05.7% RUT: + 10.0% + 06.4% S&P500: + 23.3% + 12.8% NASD: + 28.6% + 17.3%"
[X Link](https://x.com/anyuser/status/1874796450116440066) 2025-01-02T12:34Z [----] followers, [----] engagements
"XBI now 17% off previous 52-week high. RUT now off 12% NBI now off 9%. Lots of quality bios hitting 52-week lows: $ANNX $CGEM $GPCR $IMNM $JANX $LRMR $RCKT $RGNX $URGN $VKTX"
[X Link](https://x.com/DeepSouthDoctor/status/1894427155339088086) 2025-02-25T16:40Z [----] followers, [----] engagements
"Current positions in order of size: $ETON $CMRX $PTGX $URGN $LRMR $TARA $CELC $ACHV Considering for next Buys: $ARWR $CGEM $DERM $GPCR $HRMY $PRTA $RCKT"
[X Link](https://x.com/anyuser/status/1895472896115618122) 2025-02-28T13:55Z [----] followers, 11.7K engagements
"Current holdings in order of size: $RZLT $VERA $TCMD $RIGL $RCKT $ABEO $HRMY $URGN $TARA $CELC $PRTA. Stalking: $AGIO $APLS $ATYR $LRMR"
[X Link](https://x.com/DeepSouthDoctor/status/1915758723105952016) 2025-04-25T13:24Z [----] followers, [----] engagements
"$ABEO - almost feel sorry for those who sold yesterday. Seen it so often where "weak hands" get taken out post-good news only to see stock climb much more on huge volume. (Even more emphatic when doing so on a "red" market day.)"
[X Link](https://x.com/DeepSouthDoctor/status/1917583950991536547) 2025-04-30T14:16Z [----] followers, [----] engagements
"$ATYR - re-bought full position. Just don't want to be on the sidelines for when Ph3 pulmonary sarcdss data is released next Q and don't see it getting much cheaper. Very bullish on Ph3 pulmonary sarcdss trial & while it's a binary event still like the r/r here w EV $50m"
[X Link](https://x.com/anyuser/status/1922995177569853452) 2025-05-15T12:39Z [----] followers, [----] engagements
"$ATYR: sold entire stake at $4.79 for 50+% profit in [--] wks. Remain bullish on Q3 Ph3 data just think it's silly "to look a gift horse in the mouth" & not take profits. Too allows me to re-review stock from a more dispassionate perspective. Will re-buy on relative weakness"
[X Link](https://x.com/anyuser/status/1929585106940825747) 2025-06-02T17:05Z [----] followers, [----] engagements
"$MLYS: That's what I wanted to see Mineralys Therapeutics Announces Positive Topline Results from Phase [--] Explore-CKD Trial of Lorundrostat for the Treatment of Hypertension in Subjects with CKD and Albuminuria $MLYS: Re-bought full position ahead of imminent Ph2 hypertension/CKD readout. Am thinking data should be positive building on prior Ph3 success. While not my rationale for buying I do think company is a plausible takeout candidate. $MLYS: Re-bought full position ahead of imminent Ph2 hypertension/CKD readout. Am thinking data should be positive building on prior Ph3 success. While not"
[X Link](https://x.com/DeepSouthDoctor/status/1934963979010351322) 2025-06-17T13:18Z [----] followers, [----] engagements
"1H YTD= + 32% Top Winners: $CMRX $ATYR $VERA $RZLT $RIGL $RCKT $ABEO Top Losers: $PRTA $CRVO $LRMR $TCMD"
[X Link](https://x.com/DeepSouthDoctor/status/1940035158284943461) 2025-07-01T13:10Z [----] followers, [----] engagements
"My "Mount Rushmore" of premature sells in 2026: $CELC $ETON $SLNO $MTSR And despite this up 58% YTD. Can't 2nd-guess those decisions (or their rationale). Nobody wins 'em all - esp. in Micro/SMID-cap biotech"
[X Link](https://x.com/DeepSouthDoctor/status/1949832659829494037) 2025-07-28T14:01Z [----] followers, [----] engagements
"@RichardTip17589 No thoughts have never followed them. Will take a quick look though thanks for the name"
[X Link](https://x.com/DeepSouthDoctor/status/1953180868635156989) 2025-08-06T19:46Z [----] followers, [---] engagements
"$EOLS - sold yesterday for a sizable loss. I will con't to follow them as I think they might turn things around by Q4 - supposedly 1st profitable quarter - or Q126 but they've clearly lost the confidence of investors given significant under-performance past [--] quarters"
[X Link](https://x.com/DeepSouthDoctor/status/1953439733876494458) 2025-08-07T12:55Z [----] followers, [----] engagements
"Bought $TECX yesterday. Expect stock to recover from sharp dropoff after competitor's poor results with Oct. data update. Like the risk/reward (at $16 & change) here a lot"
[X Link](https://x.com/DeepSouthDoctor/status/1965406083884654714) 2025-09-09T13:25Z [----] followers, 14.6K engagements
"$ATYR: I've saved a ton of money by being open to re-evaluating positions I've bought and selling when more study led me to a more bearish conclusion. Took years to develop that ability"
[X Link](https://x.com/DeepSouthDoctor/status/1967578824377610467) 2025-09-15T13:18Z [----] followers, [----] engagements
"Current holdings in order of size: $RZLT (YE Ph3 data) $TCMD (EV/prod rev 1.0) $IDYA (YE Ph3 data deep pipeline) $URGN (fairly valued) $ABEO (2026 EV/prod rev 1.0) $HRMY ('26 EV/prod rev 1.0) $TECX (EV $0 Oct Ph1b data) $BCRX ('26 EV/prod rev 2.0)"
[X Link](https://x.com/anyuser/status/1975184274073723328) 2025-10-06T13:00Z [----] followers, [----] engagements
"$BCRX: Read the CC transcript re: $ATXS deal. If Ph3 LAI drug is approvable (data Q127) I like the deal. Company est. [----] $1B cash balance $1B+ revenue (going to $1.8B in 2033). Early pipeline and possible add'l future BD a potential bonus. All in all it's a solid l-t buy"
[X Link](https://x.com/DeepSouthDoctor/status/1978443239263801548) 2025-10-15T12:50Z [----] followers, [----] engagements
"$TECX: Read the transcript from the CC re: data release. I think data were a "home run". Company's 52-week high is $61 so I think price now has a LOT of room to run (even after initial post-data "pop") and given today's closing EV was $50m. Lots to like here. Bought $TECX yesterday. Expect stock to recover from sharp dropoff after competitor's poor results with Oct. data update. Like the risk/reward (at $16 & change) here a lot. Bought $TECX yesterday. Expect stock to recover from sharp dropoff after competitor's poor results with Oct. data update. Like the risk/reward (at $16 & change) here"
[X Link](https://x.com/DeepSouthDoctor/status/1983877797685649774) 2025-10-30T12:45Z [----] followers, 12.6K engagements
"$TECX - I am 100% unconcerned with price fluctuations today. IMHO the valuation is absurdly low and I'm cool w being patient here. Have always liked that it's 38% owned by Insiders. Plenty of cash no need to raise. Both now and longer-term an attractive acquisition target"
[X Link](https://x.com/anyuser/status/1983927448333852879) 2025-10-30T16:02Z [----] followers, [----] engagements
"$ARQT - for a commercialization stage SMID-cap bio they are by far the most "expensive" via the EV/prod revenue screen - [---] based on [----] estimates. There is a difference between a great company and its valuation. Congrats to those who enjoyed the ascent but . . "
[X Link](https://x.com/DeepSouthDoctor/status/1992989749179724129) 2025-11-24T16:12Z [----] followers, [----] engagements
"Portfolio Update/Current Positions in order of size: $TCMD $RZLT $IDYA $QNCE $URGN $TECX $KYTX $BCRX $AGIO Don't anticipate making any changes this month (unless a stock craters)"
[X Link](https://x.com/DeepSouthDoctor/status/1996947669235691657) 2025-12-05T14:20Z [----] followers, [----] engagements
"$KYMR - That was predictable. They should raise at this valuation. Will be interested in the offering price. https://investors.kymeratx.com/news-releases/news-release-details/kymera-therapeutics-announces-proposed-public-offering-2 $KYMR - I'll be very surprised if they don't raise in the next [--] hours. They should b/c I think their valuation is awfully high. https://investors.kymeratx.com/news-releases/news-release-details/kymera-therapeutics-announces-proposed-public-offering-2 $KYMR - I'll be very surprised if they don't raise in the next [--] hours. They should b/c I think their valuation"
[X Link](https://x.com/DeepSouthDoctor/status/1998137615045058763) 2025-12-08T21:08Z [----] followers, [----] engagements
"$TCMD keeps grinding higher sets new 52-week high today in sluggish market. Nothing sexy just an excellent growth story. My #1 position due to outsized gains (basis $10). $TCMD - Love that after initial profit-taking this morning stock con't to move up adding to recent impressive gains. [----] analyst consensus earnings estimates have risen. Really liked what I heard on the CC. Now fighting with $RZLT as a co-#1 position among my holdings. $TCMD - Love that after initial profit-taking this morning stock con't to move up adding to recent impressive gains. [----] analyst consensus earnings"
[X Link](https://x.com/DeepSouthDoctor/status/1998783576267997389) 2025-12-10T15:55Z [----] followers, [----] engagements
"@jfais20 @Kapstahoon Doing initial DD on $AARD. What red flags are you seeing/most concerned about"
[X Link](https://x.com/DeepSouthDoctor/status/1999559093439111228) 2025-12-12T19:16Z [----] followers, [---] engagements
"$KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so stellar. Happy to be patient for stock's valuation to recover and appreciate from here"
[X Link](https://x.com/DeepSouthDoctor/status/2001299574099525819) 2025-12-17T14:32Z [----] followers, [----] engagements
"$KYTX - the pricing of the secondary was disappointing but if you believe in the company (as I certainly do) in the long run this will be completely insignificant. Data rules and their data were a grand slam. $KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so stellar. Happy to be patient for stock's valuation to recover and appreciate from here. $KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so stellar. Happy to be patient for stock's valuation to recover and"
[X Link](https://x.com/DeepSouthDoctor/status/2001302953483726859) 2025-12-17T14:46Z [----] followers, [----] engagements
"$KYTX - I'd give a higher multiple to SPS indication and raise the value of the MG indication. Also I might expect a partnership deal for larger indications (e.g. RA MS) or ex-USA. Conversely share count is now at 56m or so post-offering"
[X Link](https://x.com/DeepSouthDoctor/status/2001358574254199166) 2025-12-17T18:27Z [----] followers, [----] engagements
"$KYTX - the "big boys" (e.g JPM MS WF) usually find a way to make money with their leverage but us amateurs can pick our spots & take advantage of the temporary price swings they create. In the long run the secondary coming out lower than expected will be insignificant. $KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so stellar. Happy to be patient for stock's valuation to recover and appreciate from here. $KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so"
[X Link](https://x.com/DeepSouthDoctor/status/2003164255714181362) 2025-12-22T18:02Z [----] followers, [----] engagements
"2025 performance was +77.5% but still made lots of mistakes. Big Wins: $CMRX $TCMD $URGN $QNCX $IDYA $ATYR Big Losses: $PRTA $VYNE $CRVO Biggest Regrets: $RZLT (not selling more pre-data) $CELC (selling all pre-data) $NKTR (not buying at lows) $ARWR (lack of patience)"
[X Link](https://x.com/DeepSouthDoctor/status/2007093270602711159) 2026-01-02T14:15Z [----] followers, [----] engagements
"Current positions by size: $TCMD $TECX $IOVA $URGN $VIR $AVBP $CRVS $GUTS Sold $QNCX $KYTX $ABEO for sizable s-t profits. $GUTS - like their data more due Q1/Q2/Q3. $AVBP - re-bought on weakness Ph3 data due Q1. $VIR - added more love the r/r. Ph1b data this month"
[X Link](https://x.com/DeepSouthDoctor/status/2008907727137915142) 2026-01-07T14:25Z [----] followers, [----] engagements
"Bought $SLNO for possible swing trade ahead of JPM and in taking advantage of recent sell-off. Company certainly has profile of one that makes for a ripe buyout candidate. Doing a bit more s-t trading this year not posting all of them don't want to be accused of pumping"
[X Link](https://x.com/DeepSouthDoctor/status/2009673224842600874) 2026-01-09T17:06Z [----] followers, [----] engagements
"@RBuskey106 $ETON was one of my most profitable holdings ever but I sold (too early) Q225 b/cI felt their valuation got ahead of itself. IMHO I think they remain "fairly valued to overvalued" here. Note they've lagged the biotech indices by a lot past yr though I still love the company"
[X Link](https://x.com/DeepSouthDoctor/status/2016588143932137734) 2026-01-28T19:04Z [----] followers, [--] engagements
"In biotech (science or investing) patience is not a virtue - it's a necessity and pre-requisite. A strong stomach helps as well"
[X Link](https://x.com/anyuser/status/989154127556038657) 2018-04-25T14:48Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DeepSouthDoctor Keith AbramsKeith Abrams posts on X about bullish, company, $urgn, $clrb the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 38.74% finance 33.33% cryptocurrencies 9.91% technology brands 0.9% social networks 0.9%
Social topic influence bullish #1719, company 10.81%, $urgn 9.91%, $clrb 9.91%, $tcmd 9.01%, $chrs 8.11%, $abeo #7, market 7.21%, $espr 7.21%, $eton 6.31%
Top accounts mentioned or mentioned by @avidresearch @blasebio @jfais20 @aamortazavi @anthonystaj @zwerbio @richardtip17589 @kapstahoon @rbuskey106 @tweetawaydk @esg_biotech @edenrahim
Top assets mentioned Soleno Therapeutics, Inc. Common Stock (SLNO) Kyverna Therapeutics, Inc. (KYTX) Harmony Biosciences Holdings, Inc. (HRMY) Celcuity Inc. Common Stock (CELC) Prothena Corporation plc Ordinary Shares (PRTA) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Kymera Therapeutics, Inc. (KYMR) Vir Biotechnology, Inc. Common Stock (VIR) IDEAYA Biosciences, Inc. Common Stock (IDYA) Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA) Axsome Therapeutics, Inc (AXSM) Candel Therapeutics, Inc. (CADL) Arrowhead Research Corporation (ARWR) ArriVent BioPharma, Inc. (AVBP) Xenon Pharmaceuticals Inc (XENE) Mineralys Therapeutics, Inc. (MLYS) Ocular Therapeutix, Inc. (OCUL) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Rainmaker Games (RAIN) Annexon, Inc. (ANNX) Inari Medical, Inc. (NARI) Cullinan Management, Inc. (CGEM) 2131KOBUSHIDE (21) Spruce Biosciences, Inc. (SPRB) Janux Therapeutics, Inc. (JANX) Fractyl Health, Inc. (GUTS) MEI Pharma, Inc. (MEIP) Arcutis Biotherapeutics, Inc. (ARQT)
Top posts by engagements in the last [--] hours
"$AVBP - bought full position $21 past two trading days. May be a bit early but am bullish on Ph3 readout (Q126) in Exon20 nsclc and like other trials as well. 9% Insider ownership nice to see"
X Link 2025-07-28T13:05Z [----] followers, [----] engagements
"$AVBP - sold for a 4% loss. Upon re-reviewing the company am a little less bullish on Q126 Ph3 data and I simply like something else better"
X Link 2025-09-09T13:22Z [----] followers, [----] engagements
"One potential edge amateurs (like me) can have in biotech is finding unfollowed companies - then having the courage of your convictions. Most of my biggest wins past [--] months have been made that way (e.g. $CMRX $ETON $RZLT $TCMD $XERS) even though I sold some too early"
X Link 2025-11-04T14:10Z [----] followers, [----] engagements
"$SPRB - bought at $77. Like the non-dilutive financing and I think the stock moves upward if/when they file their NDA this Q and more so if/when accepted by FDA. Company has BTD and is eligible for a PRV which is worth 1.5x current market cap"
X Link 2026-01-08T16:18Z [----] followers, [----] engagements
"$SLNO - Has handily beaten analyst estimates in all [--] Qs since Vykat launch in PWS Q225. Seemingly clearly on path for $1B+ in sales. Company bought back stock at higher levels profitable has $500m cash as of YE for possible acquisitions. Story seems increasingly bullish"
X Link 2026-01-12T13:25Z [----] followers, [----] engagements
"$SLNO - for all of the progress below stock trading near 52-week lows at $43 - and last secondary in July [----] went for $85. Seems like plenty of room to run not to mention potential for a "bolt-on acquisition" that would be immediately accretive to earnings for $SLNO - Has handily beaten analyst estimates in all [--] Qs since Vykat launch in PWS Q225. Seemingly clearly on path for $1B+ in sales. Company bought back stock at higher levels profitable has $500m cash as of YE for possible acquisitions. Story seems increasingly bullish. $SLNO - Has handily beaten analyst estimates in all [--] Qs since"
X Link 2026-01-12T13:31Z [----] followers, [----] engagements
"@jfais20 Per your "cage match" thinking there are several other commercial-stage bios that I think are far "cheaper"/ represent better value than $URGN - short list includes: $ABEO $BCRX $HRMY $IOVA $KURA $PLX $TCMD"
X Link 2026-01-15T00:00Z [----] followers, [----] engagements
"@avidresearch Atopic Derm is becoming more crowded in general (e.g. $CLDX $KYMR). No sense in me speculating (any more) about how $CRVS data stacks up - we'll find out Tuesday morning"
X Link 2026-01-17T05:01Z [----] followers, [----] engagements
"@anthonystaj @avidresearch If either of you haven't yet watched Brad Loncar's "Biotech TV" interview with Brian Skorney about $XENE here is the link below. https://www.biotechtv.com/post/brian-skorney-january-12-2025 https://www.biotechtv.com/post/brian-skorney-january-12-2025"
X Link 2026-01-17T16:14Z [----] followers, [---] engagements
"@AAMortazavi All you have to do is look at my last [--] weeks of tweets. $KYMR"
X Link 2026-01-22T18:38Z [----] followers, [---] engagements
"@ZwerBio I appreciate the perspective especially. b/c I don't follow $JANX. However I don't think their partnering news explains $VIR strength all week or the magnitude of their increase"
X Link 2026-01-23T17:00Z [----] followers, [---] engagements
"@BlaseBio They're way too small of a company to commercialize on their own a drug that would be primarily prescribed by Primary Care docs. It's one thing to sell a rare disease drug or one marketed to specialists but $MLYS is right to look for a partner"
X Link 2026-02-08T05:32Z [----] followers, [---] engagements
"Bought $XENE $41. Stock price got way ahead of itself 4-5 years ago after stellar Ph2b data but now couldn't be more bullish about upcoming Ph3 readout (in March) that is likely a best-in-class drug for a large TAM. Would expect "the next leg up" after positive results"
X Link 2026-01-14T15:53Z [----] followers, [----] engagements
"$SLNO - sold for penny profits. Just like others better wanted to raise cash and the market seems pretty blas about the stock these days"
X Link 2026-01-20T16:31Z [----] followers, [----] engagements
"$MLYS - Bought full position $32. Company filed YE - earlier than previously advertised - for best-in-class hypertension drug awaiting Ph2 data this Q in 2nd indication. Plenty of cash over 30% off of 52-week highs"
X Link 2026-01-21T14:20Z [----] followers, [----] engagements
"Shorted my 1st biotech of [----]. Never hold shorts for very long just one way of hedging against a frothy market. Hint - I shorted them last month at a considerably higher price took decent profits quickly but way premature. Although to be fair I put profits to good use"
X Link 2026-01-22T18:32Z [----] followers, [----] engagements
"$VIR - up 25% this week on no news. You never know when (perceived) undervalued stocks begin to move up. Of course a much anticipated catalyst is coming up late next month but stock's recent strength is noteworthy. I remain long and holding"
X Link 2026-01-23T16:21Z [----] followers, [----] engagements
"Most of the Commercialization-stage bios that I follow (and generally like) are down YTD and down significantly from their 52-week highs despite biotech indices being up YTD and after a strong Q425. $ABEO $BCRX $CRMD $EOLS $ETON $HRMY $HROW $IOVA $OCUL $RIGL $SLNO $TARS $URGN"
X Link 2026-01-24T23:24Z [----] followers, [----] engagements
"$ABEO - I don't like current "vibes" despite $5. IMHO they'd have "pre-announced" Q4 earnings if they had good news to report and fwiw their most recent slide deck is from June [----]. Will look to re-buy if stock declines post Q4 call due to temporary/fixable issues"
X Link 2026-01-28T17:13Z [----] followers, [----] engagements
"$CRVS - bought back a chunk on the "mini-dip". While happy to buy back these shares at lower that what I last sold - remember I also sold some in the teens - I mainly want to direct more funds to bios that I feel are super solid - both with data trial design & management"
X Link 2026-01-30T17:06Z [----] followers, [----] engagements
"Holding several bios w major Q1 data catalysts: $IDYA $IOVA $MYLS $OCUL $VIR Holding $SPRB w Q1 catalyst of filing sNDA YTD I'm 1-1 on major catalysts. Thankfully $CRVS gain $GUTS loss. Still holding $TCMD $TECX $CRVS Will re-evaluate $CRMD after Feb10 Analyst Day"
X Link 2026-02-06T19:54Z [----] followers, [----] engagements
"Red days are for buying. Bought full position last few days in $PVLA Re-bought full position in $XENE this morning. Both with Ph3 readouts next month very bullish on both"
X Link 2026-02-11T15:01Z [----] followers, [----] engagements
"$OCUL timing of data release CC akin to $CRVS last month - pre-market after a long holiday weekend should attract maximal attention. I remain quite bullish. To me pertinent question is will data be perceived to be just "okay" or will it be a "home run" I bet the latter"
X Link 2026-02-13T22:59Z [----] followers, [----] engagements
"Ok here are my top dozen SMID-cap biotech picks for [----]. I own half of them hoping to buy others at lower prices. Again I encourage others share their picks. In alphabetical order based on ticker: $AUPH $ATNX $BYSI $CRBP $EIGR $KDMN $KNSA $NERV $OVID $RVNC $SELB $TGTX Correction: My mistake. In review I offered a "baker's dozen" that included $FGEN which returned - 07% for the year bringing the average below to + 96% Correction: My mistake. In review I offered a "baker's dozen" that included $FGEN which returned - 07% for the year bringing the average below to + 96%"
X Link 2020-01-02T13:46Z [----] followers, [--] engagements
"I'm not busy enough at work so I uncharacteristically just bought . . . $AMRN at $17.80. On the one hand I don't think it's significantly undervalued; conversely makes no sense that it's trading much closer to 52-week lows than highs given company news of past [--] months"
X Link 2020-02-07T18:22Z [----] followers, [--] engagements
"After re-reviewing each biotech (that I follow closely) that has key Q220 data readouts coming I am: Most Bullish on $CARA $NERV (esp. high dose) Bullish on $AKBA $AXSM $CPRX $MYOK $OBSV $RVNC Undecided: $AVDL (leaning bullish) $CCXI $KNSA"
X Link 2020-04-05T19:20Z [----] followers, [--] engagements
"Not my forte to assign valuations to bios but I have to say I see $AXSM as way undervalued given their pipeline. Data on depression & migraine look a lot better to me than many competitors and they're Ph3 ready for huge mrkts like narcolepsy smoking cessation & fibromyalgia"
X Link 2020-04-06T13:33Z [----] followers, [--] engagements
"$NERV reports "only" a 30% dropout rate in their Ph3 trial in negative sxs of schiz - they had modeled a 40% d/o rate. Subsequently 92% of subjects opted to enter Long-term Extension trial. Data this Q remain extremely bullish"
X Link 2020-05-04T13:03Z [----] followers, [--] engagements
"I'm probably pushing my luck but shorted $MRNA at $64+. Shorted it [--] weeks ago at $54+ covered at $48. I'm sorry but a $24B MC for a biotech company at this stage seems a wee bit excessive. But I've lost lots of money before when I thought I was being rational. 🙏🙏"
X Link 2020-05-11T14:38Z [----] followers, [--] engagements
"Re-bought $SNGX last week. While being added to Russell Microcap Index is a nice short-term bonus I bought for the long term. Can't think of another biotech w a $50 market cap that has [--] late-stage products with such good data"
X Link 2020-06-22T13:01Z [----] followers, [--] engagements
"Not 100% apples to apples but a comp of (essentially) 1-drug bios that either launched drug late Q419/1H20 or will presumably launch next yr w $1B+ sales projected. Biotech MCap $GBT $4.4B $CCXI $3.5B $AUPH $1.56B $MYOV $1.50B $KPTI $1.30B $ESPR $1.10B"
X Link 2020-07-26T02:28Z [----] followers, [--] engagements
"Bios that intrigue me at current prices down at least 40% from previous highs with seemingly no bad news since: $APLS $APRE $AUPH $AVDL $BYSI $CHMA $ESPR $GMDA $GTHX $GWPH $KPTI $MEIP $SELB $URGN"
X Link 2020-07-29T14:34Z [----] followers, [--] engagements
"Just read $KPTI Q2 call transcript. It's hard not to be impressed by management & their execution as well as the multi-pronged ways that Selixnr can/will grow. Nice entry point here almost 50% off 52-week highs. A "crockpot" type of stock w potential for faster appreciation"
X Link 2020-08-05T19:32Z [----] followers, [--] engagements
"So I'm reviewing my stocks. Hope to have the discipline to hold $GMDA $ONCT $KNSA $PRQR long-term b/c I think there is much growth to come (and to hopefully have gains convert to L-T Cap gains). Knowing me I think I need an "accountability partner" LOL"
X Link 2020-12-12T20:30Z [----] followers, [--] engagements
"Re-bought $KPTI. Of the "commercialization stage" SMID-Cap bios I follow I think this is both the cheapest & most de-risked. Not sexy and not expecting a buyout but it's near 52-wk lows despite clear progress and the downside seems quite limited vs. potential sizable upside"
X Link 2020-12-28T18:08Z [----] followers, [--] engagements
"Bought $MYOV as it hits price that it was at immediately before PFE deal - which added about $6.70 per share in up-front cash. I am too embarrassed to mention how cheaply I sold it in [----] - one of my worst decisions of the year. Company has executed near flawlessly IMHO"
X Link 2021-01-11T15:57Z [----] followers, [--] engagements
"$AUPH all-time highs (at $21+) were a few weeks after announcing Ph3 results in Dec [----] (and after raising money at $15 a few days later). Since then in a strong biotech market the stock is lower. Why I prefer making my bets on data and not commercialization"
X Link 2021-01-26T16:09Z [----] followers, [--] engagements
"The amount of exaggerated hype/outlandish "forecasts" by the bio-twitter community is getting hard to take. I sincerely apologize for any times I may have added to such noise. Meantime I prefer those who show humility are realistic uncover news or play Devil's advocate"
X Link 2021-03-11T15:52Z [----] followers, [--] engagements
"Current core long-term holdings: $CLRB $ONCT $PRQR Add'l current holdings: $AXSM $BTAI $DCPH $SCYX $SURF Looking to re-buy: $ARQT $APLS $ETNB $KNSA $MYOV Looking to add: $CHRS $GRTX $MIST Due Diligence List: $INFI $MREO $OMER $REPL $SGMO"
X Link 2021-03-16T13:51Z [----] followers, [--] engagements
"Biotech market being especially unkind to commercialization-stage SMID-cap bios. $AUPH $CHMA $EVFM $KPTI all at 52-week lows or within a few % points of it. Others within 15% of same (e.g. $ESPR $KALA)"
X Link 2021-03-25T14:50Z [----] followers, [--] engagements
"So many examples of the essence of SMID- cap biotech investing. Very often best time to sell is post-Ph3 (or Ph2) results. See $AUPH $CCXI $ESPR $KPTI Of course while that entails high risk it's the sweet spot of R/R ratio and most efficient time-wise IMHO"
X Link 2021-05-07T14:47Z [----] followers, [--] engagements
"Sold $INFI at $1.57 a huge loss. May miss a small "bounce" but they won't have material news for months. One of my favorite lines that a client (an older Southern banker) once said to me - in a therapy session nonetheless - was "if you have to eat a turd don't nibble on it""
X Link 2021-07-27T17:25Z [----] followers, [--] engagements
"Great list thanks. I would add these Q4 readouts all pivotal: 1) $AGLE - Ph3 in ARG 1D 2) $DCPH - Ph3 in 2nd-ln GIST 3) $GRTX - Ph3 in SOM 4) $IMGN - Ph3 in plat-res Ovar 5) $MDGL - Ph3 in NAFLD 6) $MEIP - Ph2b in 3rd-ln FL Q4 Biotechs: Company Specific Catalysts part [--] 1) $PDSB big one: PDS101+Keytruda PH2 for Head and Neck Cancer 2) $CRVS HPV+ Oropharyngeal Cancer data EOY 3) $CKPT PH3 for metastatic cutaneous squamous cell carcinoma 4) $CYCN and $ALEC early Alzheimer's data 5) $VLON ADHD Data Q4 Biotechs: Company Specific Catalysts part [--] 1) $PDSB big one: PDS101+Keytruda PH2 for Head and"
X Link 2021-09-11T16:41Z [----] followers, [--] engagements
"Data readouts by YE that I am most watching: $BLU - Ph3 chrn cough $CKPT* - Ph3 metastat csqc $MDGL - Ph3 in NAFLD $ONCT* - Ph2 in 1st-line r/r CLL $PDSB* - Ph2 in HPV+ me stat H&N $PTGX* - Ph2 update in PV $TCON* - Ph3 in sarcoma subgroups * = stocks I own"
X Link 2021-12-09T18:50Z [----] followers, [--] engagements
"2022 Biotech Report Card Part 1: I only buy/sell long positions in micro/smid-cap biotechs no options no shorting: Up 53.4% vs. XBI (-25.9%) NBI (-10.9%) Last [--] years Annual Average Performance: Up 30.7% vs. XBI (+ 5.9%) NBI (+ 7.2%)"
X Link 2023-01-02T15:32Z [----] followers, 24K engagements
"Current positions in order of size: $BTAI $ZYME $MIRM $RAIN $LIAN $ATNM $PHAT $GTHX $XFOR $ACHV Q123 data catalysts I am watching: $APLT $DAWN $ETNB $GTHX $PHAT $RAIN $TSHA $TVTX (PDUFA) Q223 data catalysts: $ACHV $APLT $ATNM $AXSM $BTAI $GTHX $TSHA $TVTX $VKTX $XFOR"
X Link 2023-01-02T15:45Z [----] followers, 12.5K engagements
"$RAIN: I will stay on sidelines as binary Ph3 reads out this Q. Don't like small N of prior Ph2 (at RPh3 dose in Ph3 population) nor the SOC comp from a study run [--] years ago - would think SOC has improved since then. Too data in other indications has been underwhelming"
X Link 2023-05-19T13:26Z [----] followers, [----] engagements
"$RAIN: Biotech life lessons: 1) Be willing to re-examine your positions 2) Welcome contrarian points of view 3) Acknowledge one's ignorance rather than make (biased) assumptions 4) Remember base rates - i.e how hard it usually is to successfully dev'l (& market) new drugs $RAIN: I will stay on sidelines as binary Ph3 reads out this Q. Don't like small N of prior Ph2 (at RPh3 dose in Ph3 population) nor the SOC comp from a study run [--] years ago - would think SOC has improved since then. Too data in other indications has been underwhelming. $RAIN: I will stay on sidelines as binary Ph3 reads"
X Link 2023-05-22T12:38Z [----] followers, [----] engagements
"$PDSB: Listened to post-ASCO CC & re-read Q1 earnings call transcript: 1) The kerfuffle over ORR is silly b/c OS = gold standard w mPFS next best endpt. 2) Ph2 data are stellar both on efficacy & safety 3) [--] Ph3s to begin Q423. 4) Expect a lucrative partnership by YE23"
X Link 2023-06-08T11:59Z [----] followers, [----] engagements
"I have $GRTX all over my face. No excuses. If I ever tweet that I'm investing in a PDUFA play please DM me and tell me not to be an idiot. Learning the lesson "stay in your lane" yet again"
X Link 2023-08-09T23:17Z [----] followers, [----] engagements
"$CHRS: Bought another chunk even though it was already my #1 position. Gotta take advantage of such trading situations and my conviction/the fundamental story hasn't changed a bit"
X Link 2023-09-18T14:35Z [----] followers, [----] engagements
"$CHRS: Added a bit more at these levels. I try to buy when market/stocks are down sell when they're up. Conviction on $CHRS has not changed; however hoping that patience is truly a virtue here"
X Link 2023-10-27T14:01Z [----] followers, [----] engagements
"As my grandfather liked to say "I'd rather be lucky than good". Couldn't resist adding 12% more shares when $CHRS hit $2.65 for no good reason. Go big or go home I guess. With Tori approval & Q124 launch sentiment may change. Remain convinced this is way underpriced. $CHRS: Added a bit more at these levels. I try to buy when market/stocks are down sell when they're up. Conviction on $CHRS has not changed; however hoping that patience is truly a virtue here. $CHRS: Added a bit more at these levels. I try to buy when market/stocks are down sell when they're up. Conviction on $CHRS has not"
X Link 2023-10-27T22:47Z [----] followers, [----] engagements
"$CHRS: IMHO biggest takeaways from post-Loqtorzi CC: 1) Multiple companies wanting to partner 2) Company immediately swamped w requests from docs 3) Minimal SGA expense as Undencya sales force will detail the drug 4) Add'l trials designed to show superiority vs. SOC"
X Link 2023-10-29T14:21Z [----] followers, [----] engagements
"Current positions in order of size: $CHRS $XERS $CLRB $ACHV $CADL $KALV Stalking: $LYRA $FULC $RNA Will likely sell remainder of $KALV imminently hope to re-buy $10. Will buy more $CADL through 1H24. Holding more $$ than usual post-Q4 gains increased flexibility"
X Link 2024-01-02T14:07Z [----] followers, [----] engagements
"$CLRB: Just listened to CC today. 1) Data are clearly a home run - both efficacy & safety and will become a grand slam w further updates. 2) While filing now out to 2H24 I'm also more confident that it will go smoothly. 3) Price target: Easily Double digits by YE26"
X Link 2024-01-08T16:26Z [----] followers, [----] engagements
"$CHRS: Listened to JPM talk bought 20% more on today's morning weakness. I think core business has never been stronger revenues will only ramp up for next several years Ph1/2 data at ASCO next week possible upside and [----] revenues to be much than today's market cap"
X Link 2024-01-11T15:35Z [----] followers, [----] engagements
"Bought 10% more $CLRB on weakness this morning simply because their recent Ph3 data were so good. A long-term buy and hold for me"
X Link 2024-01-17T17:06Z [----] followers, [----] engagements
"$CLRB: Just listened to the KOL call. Very impressive. Data are pristine ex-USA partnering talks underway w multiple companies other larger market indications will be explored. By any valuation measure company seems to be dirt cheap and de-risked"
X Link 2024-01-19T20:16Z [----] followers, 20.9K engagements
"$XERS: Listened to yesterday's Oppenheimer presentation. Never been more bullish on company believe they're hitting on all cylinders. Trust management to con't to make savvy moves and proprietary tech/pipeline offer extra upside"
X Link 2024-02-14T13:59Z [----] followers, [----] engagements
"Portfolio Update: Sold $PHAT for quick significant profit covered $SWTX short. Current positions in order of size: $XERS $CHRS $CLRB $HROW $SCPH $ACHV $XFOR Stalking: $ANNX $CADL $LYRA (long) $MRUS $KYMR (short)"
X Link 2024-02-22T16:59Z [----] followers, [----] engagements
"$NARI: Read the earnings call transcript. So the company moves up estimate of profitability from 2H25 to 1H25 is poised for years of (continued) sustained growth - and now trades for 4.5x estimated FY24 revenues & stock price is at a 5-year low. This is called a bargain"
X Link 2024-03-01T02:40Z [----] followers, [----] engagements
"$CLRB: Bought 5% more on dip to $4.0 after superb data release today. Remain quite content to have this be a long-term hold. One of the more amazing turnaround stories in micro-cap biotech you'll see. Today's data certainly might sweeten terms of any future partnership deals"
X Link 2024-03-04T15:18Z [----] followers, [----] engagements
"$NARI: Bought another 20% at $42 to complete my holding. Selloff is irrational stock now trading at 4x projected [----] revenues with clearly enough cash to see it through to profitability in FY/CY [----]. I like to buy solid companies when others are running to the exits"
X Link 2024-03-05T15:54Z [----] followers, [----] engagements
"$XERS: I didn't hear any surprises on Earnings call I think pull-back is b/c they didn't have any "sexy" news and they were near 52-week highs. They are a "tortoise" not a hare but the progress - in all spheres - is almost inexorable. I find management competent & credible"
X Link 2024-03-06T18:41Z [----] followers, [----] engagements
"$CLRB - Is $FUSN really worth 20x more I never buy a biotech thinking it will get bought out but the recent M & A in radiopharm certainly bodes well for a higher valuation for $CLRB whether it remains a stand-alone or not"
X Link 2024-03-19T14:21Z [----] followers, [----] engagements
"$HROW: Bought 25% more after today's CC & 8K filing on "most important development in our history" (good news on IHEEVO reimbursement). CEO has never sold a share (and bought more 3x past year). I think they operate w the highest level of integrity I've seen for a small-cap bio"
X Link 2024-03-20T15:35Z [----] followers, [----] engagements
"$CLRB: Very impressed by Roth conference talk yesterday. This is my #1 holding a long-term play. They have the largest patent estate in the field (by # of patents) which for a company this size is mind-bogglingly impressive. Looking forward to May data update for [---] in WM"
X Link 2024-03-20T16:53Z [----] followers, [----] engagements
"Current holdings in order of size: $CLRB $HROW $CHRS $NARI $ACHV $SGMT $ESPR Stalking: $ANNX $CADL $ETON"
X Link 2024-03-21T16:23Z [----] followers, [----] engagements
"$RVNC going from $38 to $3.80 in less than a year is the biggest fall for a commercialization-stage small-cap biotech than I can recall"
X Link 2024-04-16T14:06Z [----] followers, [----] engagements
"$ESPR has finally turned the corner. It's going to be a long sustained ride up from here with several quarters/years of sequential revenue growth. They remain a screaming buy IMHO regardless of whether they continue to stay independent or become a takeover target"
X Link 2024-05-07T13:39Z [----] followers, [----] engagements
"$ESPR - bought 20% more at $2.15 now my #1 holding. Their EV/projected product revenue yields one of the very best bargains of biotechs that I cover. EPS estimates just raised significantly. This remains a long-term hold for me"
X Link 2024-05-08T14:09Z [----] followers, [----] engagements
"$CLRB add'l thoughts. The interim Ph3 data far surpassed the standard needed to hit the PE. Drug has both PRIME & Fast Track status. It's inconceivable that updated results would not also easily exceed the PE & very unlikely a new safety signal emerged. I remain bullish"
X Link 2024-06-27T18:10Z [----] followers, [----] engagements
"Is it just me or is it a little premature for $SMMT to have a market cap of $17 Billion w/o having a drug on market until at least 2006"
X Link 2024-09-11T16:45Z [----] followers, [----] engagements
"$ESPR - sold entire position for negligible loss. I've run out of patience was unhappy with both size of quarterly loss as well as rate of accelerated sales (and eventual peak sales). You know you're in trouble when ER doesn't mention net product sales in 1st paragraph"
X Link 2024-11-07T16:47Z [----] followers, [----] engagements
"Funny how I don't see many people tweeting about $PDSB these days"
X Link 2024-11-13T17:52Z [----] followers, [----] engagements
"$ARWR - Listened to CC re: $SRPT partnership. Love love the deal for $ARWR. Can't recall a smid-cap bio making such a lucrative comprehensive deal for non-core assets. Applaud the focus on cardio-metabolic pipeline. Might buy more a clear l-t hold for me"
X Link 2024-11-27T12:48Z [----] followers, 11.7K engagements
"Biotech giveth ($CADL $CMX) and taketh ($CRVO) away this week. Crazy week for my portfolio"
X Link 2024-12-11T14:27Z [----] followers, [---] engagements
"2025 Core Positions: $ETON $CMRX $SNDX $URGN $ACHV $ARWR [----] Current Non-core Positions: $CGEM $KURA $ZNTL Stalking: $ATYR $CELC $LRMR $PRTA $VNDA"
X Link 2025-01-02T12:16Z [----] followers, [----] engagements
"Just to clarify (for the past 30+ years) I virtually only invest in micro/smid-cap biotechs. Don't do options. Might short a few but never for long. Use Twitter/X to discover new names read others' bearish views as a check on mine. Good luck to all this year [----] Stats: Last [--] yrs. (Avg.) Me: + 47.2% + 30.3% XBI: + 0.9% + 05.4% NBI: - 1.4% + 05.7% RUT: + 10.0% + 06.4% S&P500: + 23.3% + 12.8% NASD: + 28.6% + 17.3% [----] Stats: Last [--] yrs. (Avg.) Me: + 47.2% + 30.3% XBI: + 0.9% + 05.4% NBI: - 1.4% + 05.7% RUT: + 10.0% + 06.4% S&P500: + 23.3% + 12.8% NASD: + 28.6% + 17.3%"
X Link 2025-01-02T12:34Z [----] followers, [----] engagements
"XBI now 17% off previous 52-week high. RUT now off 12% NBI now off 9%. Lots of quality bios hitting 52-week lows: $ANNX $CGEM $GPCR $IMNM $JANX $LRMR $RCKT $RGNX $URGN $VKTX"
X Link 2025-02-25T16:40Z [----] followers, [----] engagements
"Current positions in order of size: $ETON $CMRX $PTGX $URGN $LRMR $TARA $CELC $ACHV Considering for next Buys: $ARWR $CGEM $DERM $GPCR $HRMY $PRTA $RCKT"
X Link 2025-02-28T13:55Z [----] followers, 11.7K engagements
"Current holdings in order of size: $RZLT $VERA $TCMD $RIGL $RCKT $ABEO $HRMY $URGN $TARA $CELC $PRTA. Stalking: $AGIO $APLS $ATYR $LRMR"
X Link 2025-04-25T13:24Z [----] followers, [----] engagements
"$ABEO - almost feel sorry for those who sold yesterday. Seen it so often where "weak hands" get taken out post-good news only to see stock climb much more on huge volume. (Even more emphatic when doing so on a "red" market day.)"
X Link 2025-04-30T14:16Z [----] followers, [----] engagements
"$ATYR - re-bought full position. Just don't want to be on the sidelines for when Ph3 pulmonary sarcdss data is released next Q and don't see it getting much cheaper. Very bullish on Ph3 pulmonary sarcdss trial & while it's a binary event still like the r/r here w EV $50m"
X Link 2025-05-15T12:39Z [----] followers, [----] engagements
"$ATYR: sold entire stake at $4.79 for 50+% profit in [--] wks. Remain bullish on Q3 Ph3 data just think it's silly "to look a gift horse in the mouth" & not take profits. Too allows me to re-review stock from a more dispassionate perspective. Will re-buy on relative weakness"
X Link 2025-06-02T17:05Z [----] followers, [----] engagements
"$MLYS: That's what I wanted to see Mineralys Therapeutics Announces Positive Topline Results from Phase [--] Explore-CKD Trial of Lorundrostat for the Treatment of Hypertension in Subjects with CKD and Albuminuria $MLYS: Re-bought full position ahead of imminent Ph2 hypertension/CKD readout. Am thinking data should be positive building on prior Ph3 success. While not my rationale for buying I do think company is a plausible takeout candidate. $MLYS: Re-bought full position ahead of imminent Ph2 hypertension/CKD readout. Am thinking data should be positive building on prior Ph3 success. While not"
X Link 2025-06-17T13:18Z [----] followers, [----] engagements
"1H YTD= + 32% Top Winners: $CMRX $ATYR $VERA $RZLT $RIGL $RCKT $ABEO Top Losers: $PRTA $CRVO $LRMR $TCMD"
X Link 2025-07-01T13:10Z [----] followers, [----] engagements
"My "Mount Rushmore" of premature sells in 2026: $CELC $ETON $SLNO $MTSR And despite this up 58% YTD. Can't 2nd-guess those decisions (or their rationale). Nobody wins 'em all - esp. in Micro/SMID-cap biotech"
X Link 2025-07-28T14:01Z [----] followers, [----] engagements
"@RichardTip17589 No thoughts have never followed them. Will take a quick look though thanks for the name"
X Link 2025-08-06T19:46Z [----] followers, [---] engagements
"$EOLS - sold yesterday for a sizable loss. I will con't to follow them as I think they might turn things around by Q4 - supposedly 1st profitable quarter - or Q126 but they've clearly lost the confidence of investors given significant under-performance past [--] quarters"
X Link 2025-08-07T12:55Z [----] followers, [----] engagements
"Bought $TECX yesterday. Expect stock to recover from sharp dropoff after competitor's poor results with Oct. data update. Like the risk/reward (at $16 & change) here a lot"
X Link 2025-09-09T13:25Z [----] followers, 14.6K engagements
"$ATYR: I've saved a ton of money by being open to re-evaluating positions I've bought and selling when more study led me to a more bearish conclusion. Took years to develop that ability"
X Link 2025-09-15T13:18Z [----] followers, [----] engagements
"Current holdings in order of size: $RZLT (YE Ph3 data) $TCMD (EV/prod rev 1.0) $IDYA (YE Ph3 data deep pipeline) $URGN (fairly valued) $ABEO (2026 EV/prod rev 1.0) $HRMY ('26 EV/prod rev 1.0) $TECX (EV $0 Oct Ph1b data) $BCRX ('26 EV/prod rev 2.0)"
X Link 2025-10-06T13:00Z [----] followers, [----] engagements
"$BCRX: Read the CC transcript re: $ATXS deal. If Ph3 LAI drug is approvable (data Q127) I like the deal. Company est. [----] $1B cash balance $1B+ revenue (going to $1.8B in 2033). Early pipeline and possible add'l future BD a potential bonus. All in all it's a solid l-t buy"
X Link 2025-10-15T12:50Z [----] followers, [----] engagements
"$TECX: Read the transcript from the CC re: data release. I think data were a "home run". Company's 52-week high is $61 so I think price now has a LOT of room to run (even after initial post-data "pop") and given today's closing EV was $50m. Lots to like here. Bought $TECX yesterday. Expect stock to recover from sharp dropoff after competitor's poor results with Oct. data update. Like the risk/reward (at $16 & change) here a lot. Bought $TECX yesterday. Expect stock to recover from sharp dropoff after competitor's poor results with Oct. data update. Like the risk/reward (at $16 & change) here"
X Link 2025-10-30T12:45Z [----] followers, 12.6K engagements
"$TECX - I am 100% unconcerned with price fluctuations today. IMHO the valuation is absurdly low and I'm cool w being patient here. Have always liked that it's 38% owned by Insiders. Plenty of cash no need to raise. Both now and longer-term an attractive acquisition target"
X Link 2025-10-30T16:02Z [----] followers, [----] engagements
"$ARQT - for a commercialization stage SMID-cap bio they are by far the most "expensive" via the EV/prod revenue screen - [---] based on [----] estimates. There is a difference between a great company and its valuation. Congrats to those who enjoyed the ascent but . . "
X Link 2025-11-24T16:12Z [----] followers, [----] engagements
"Portfolio Update/Current Positions in order of size: $TCMD $RZLT $IDYA $QNCE $URGN $TECX $KYTX $BCRX $AGIO Don't anticipate making any changes this month (unless a stock craters)"
X Link 2025-12-05T14:20Z [----] followers, [----] engagements
"$KYMR - That was predictable. They should raise at this valuation. Will be interested in the offering price. https://investors.kymeratx.com/news-releases/news-release-details/kymera-therapeutics-announces-proposed-public-offering-2 $KYMR - I'll be very surprised if they don't raise in the next [--] hours. They should b/c I think their valuation is awfully high. https://investors.kymeratx.com/news-releases/news-release-details/kymera-therapeutics-announces-proposed-public-offering-2 $KYMR - I'll be very surprised if they don't raise in the next [--] hours. They should b/c I think their valuation"
X Link 2025-12-08T21:08Z [----] followers, [----] engagements
"$TCMD keeps grinding higher sets new 52-week high today in sluggish market. Nothing sexy just an excellent growth story. My #1 position due to outsized gains (basis $10). $TCMD - Love that after initial profit-taking this morning stock con't to move up adding to recent impressive gains. [----] analyst consensus earnings estimates have risen. Really liked what I heard on the CC. Now fighting with $RZLT as a co-#1 position among my holdings. $TCMD - Love that after initial profit-taking this morning stock con't to move up adding to recent impressive gains. [----] analyst consensus earnings"
X Link 2025-12-10T15:55Z [----] followers, [----] engagements
"@jfais20 @Kapstahoon Doing initial DD on $AARD. What red flags are you seeing/most concerned about"
X Link 2025-12-12T19:16Z [----] followers, [---] engagements
"$KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so stellar. Happy to be patient for stock's valuation to recover and appreciate from here"
X Link 2025-12-17T14:32Z [----] followers, [----] engagements
"$KYTX - the pricing of the secondary was disappointing but if you believe in the company (as I certainly do) in the long run this will be completely insignificant. Data rules and their data were a grand slam. $KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so stellar. Happy to be patient for stock's valuation to recover and appreciate from here. $KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so stellar. Happy to be patient for stock's valuation to recover and"
X Link 2025-12-17T14:46Z [----] followers, [----] engagements
"$KYTX - I'd give a higher multiple to SPS indication and raise the value of the MG indication. Also I might expect a partnership deal for larger indications (e.g. RA MS) or ex-USA. Conversely share count is now at 56m or so post-offering"
X Link 2025-12-17T18:27Z [----] followers, [----] engagements
"$KYTX - the "big boys" (e.g JPM MS WF) usually find a way to make money with their leverage but us amateurs can pick our spots & take advantage of the temporary price swings they create. In the long run the secondary coming out lower than expected will be insignificant. $KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so stellar. Happy to be patient for stock's valuation to recover and appreciate from here. $KYTX - bought 20% more on dip below $7. Unreal that stock is close to price it was pre-pivotal SPS data that was so"
X Link 2025-12-22T18:02Z [----] followers, [----] engagements
"2025 performance was +77.5% but still made lots of mistakes. Big Wins: $CMRX $TCMD $URGN $QNCX $IDYA $ATYR Big Losses: $PRTA $VYNE $CRVO Biggest Regrets: $RZLT (not selling more pre-data) $CELC (selling all pre-data) $NKTR (not buying at lows) $ARWR (lack of patience)"
X Link 2026-01-02T14:15Z [----] followers, [----] engagements
"Current positions by size: $TCMD $TECX $IOVA $URGN $VIR $AVBP $CRVS $GUTS Sold $QNCX $KYTX $ABEO for sizable s-t profits. $GUTS - like their data more due Q1/Q2/Q3. $AVBP - re-bought on weakness Ph3 data due Q1. $VIR - added more love the r/r. Ph1b data this month"
X Link 2026-01-07T14:25Z [----] followers, [----] engagements
"Bought $SLNO for possible swing trade ahead of JPM and in taking advantage of recent sell-off. Company certainly has profile of one that makes for a ripe buyout candidate. Doing a bit more s-t trading this year not posting all of them don't want to be accused of pumping"
X Link 2026-01-09T17:06Z [----] followers, [----] engagements
"@RBuskey106 $ETON was one of my most profitable holdings ever but I sold (too early) Q225 b/cI felt their valuation got ahead of itself. IMHO I think they remain "fairly valued to overvalued" here. Note they've lagged the biotech indices by a lot past yr though I still love the company"
X Link 2026-01-28T19:04Z [----] followers, [--] engagements
"In biotech (science or investing) patience is not a virtue - it's a necessity and pre-requisite. A strong stomach helps as well"
X Link 2018-04-25T14:48Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::DeepSouthDoctor