# ![@DeepSouthDoctor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1713609026.png) @DeepSouthDoctor Keith Abrams

Keith Abrams posts on X about bullish, market, $clrb, $auph the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1713609026/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1713609026/c:line/m:interactions.svg)

- [--] Week [-----] +424%
- [--] Month [------] +40%
- [--] Months [-------] +34%
- [--] Year [-------] +48%

### Mentions: [--] [#](/creator/twitter::1713609026/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1713609026/c:line/m:posts_active.svg)

- [--] Month [--] +55%
- [--] Months [---] +56%
- [--] Year [---] +92%

### Followers: [-----] [#](/creator/twitter::1713609026/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1713609026/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +1.30%
- [--] Months [-----] +6.60%
- [--] Year [-----] +14%

### CreatorRank: [-------] [#](/creator/twitter::1713609026/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1713609026/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37.9% [stocks](/list/stocks)  29.03% [cryptocurrencies](/list/cryptocurrencies)  9.68% [technology brands](/list/technology-brands)  2.42% [social networks](/list/social-networks)  0.81%

**Social topic influence**
[bullish](/topic/bullish) #370, [market](/topic/market) 8.87%, [$clrb](/topic/$clrb) 8.87%, [$auph](/topic/$auph) 8.06%, [company](/topic/company) 7.26%, [$chrs](/topic/$chrs) 7.26%, [$urgn](/topic/$urgn) 6.45%, [$eton](/topic/$eton) 5.65%, [eton](/topic/eton) 5.65%, [$abeo](/topic/$abeo) #6

**Top accounts mentioned or mentioned by**
[@avidresearch](/creator/undefined) [@jfais20](/creator/undefined) [@blasebio](/creator/undefined) [@aamortazavi](/creator/undefined) [@ifkovicsa](/creator/undefined) [@anthonystaj](/creator/undefined) [@zwerbio](/creator/undefined) [@andreagtc](/creator/undefined) [@cameronquilter2](/creator/undefined) [@ohmsonite](/creator/undefined) [@coachchrisoc](/creator/undefined) [@lcccc333](/creator/undefined) [@monacobiotech](/creator/undefined) [@dickmedchem](/creator/undefined) [@biotechjack](/creator/undefined) [@rbuskey106](/creator/undefined) [@tweetawaydk](/creator/undefined) [@esg_biotech](/creator/undefined) [@edenrahim](/creator/undefined)

**Top assets mentioned**
[Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA)](/topic/$knsa) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Kyverna Therapeutics, Inc. (KYTX)](/topic/$kytx) [2131KOBUSHIDE (21)](/topic/$21) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Rainmaker Games (RAIN)](/topic/$rain) [Candel Therapeutics, Inc. (CADL)](/topic/$cadl) [Annexon, Inc. (ANNX)](/topic/$annx) [Inari Medical, Inc. (NARI)](/topic/$nari) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [Prothena Corporation plc Ordinary Shares (PRTA)](/topic/$prta) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [ArriVent BioPharma, Inc.  (AVBP)](/topic/$avbp) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$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


"$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


"$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


"$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


"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/DeepSouthDoctor/status/2011466638244114827)  2026-01-14T15:53Z [----] 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


"$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/DeepSouthDoctor/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/DeepSouthDoctor/status/2014405819748483417)  2026-01-22T18:32Z [----] 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


"$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/DeepSouthDoctor/status/2014735355249877258)  2026-01-23T16:21Z [----] 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


"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/DeepSouthDoctor/status/2015204062531088860)  2026-01-24T23:24Z [----] 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/DeepSouthDoctor/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


"@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


"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


"$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/DeepSouthDoctor/status/2013650726984024482)  2026-01-20T16:31Z [----] 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/DeepSouthDoctor/status/2016560351974744158)  2026-01-28T17:13Z [----] 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/DeepSouthDoctor/status/2022445436825710766)  2026-02-13T22:59Z [----] followers, [----] engagements


"$KYMR - OK my 1st biotech short of [----] (at $101). They have a $7.27B MC ($6.29B EV for now) with exactly [--] drug in the clinic a history of [--] discontinued drugs in the past few years and won't have Ph2b data until Q327. I'm betting they're over-valued"  
[X Link](https://x.com/DeepSouthDoctor/status/1998077025220006326)  2025-12-08T17:07Z [----] followers, [----] engagements


"$KYMR - covered the short for a quick double-digit 1-day gain. Do I think it's still way over-valued YES But no shame in taking the quick trading profit for a transaction that isn't in my bailiwick. Also institutional ownership may prop up the stock post-secondary"  
[X Link](https://x.com/DeepSouthDoctor/status/1998407141179220350)  2025-12-09T14:59Z [----] followers, [----] engagements


"@Andre_AGTC I probably should engage in other types of trades just don't trust myself 100% to do it well. And aren't the markets more illiquid"  
[X Link](https://x.com/DeepSouthDoctor/status/1998429027242020956)  2025-12-09T16:26Z [----] followers, [---] engagements


"$RZLT - Ouch Didn't take enough off the table as R/R obviously grew less attractive. Well that's one way to greatly reduce your tax bill. Sorry for patients the company and all those long the stock"  
[X Link](https://x.com/DeepSouthDoctor/status/1999119359176847799)  2025-12-11T14:09Z [----] followers, [----] engagements


"$IOVA - re-bought full position yesterday at 10% discount to where I sold it several weeks ago. Am bullish about Q1 data sets and Q4 earnings call. R/R attractive at $2.19"  
[X Link](https://x.com/DeepSouthDoctor/status/1999121995355791472)  2025-12-11T14:20Z [----] followers, [----] engagements


"$QNCX - nice to see it hitting new 52-week highs on strong volume. I guess the company is making a good impression during their investment talks incl. today's at Oppenheimer. SPA Ph3 readout due Q126"  
[X Link](https://x.com/DeepSouthDoctor/status/1999152778313347135)  2025-12-11T16:22Z [----] followers, [----] engagements


"$BCRX - sold for ver minor loss. I do think it remains undervalued but it's clearly not a market darling and they don't have a major catalyst for awhile - unless you count Ph1 Netherton data coming in March. Prefer to raise cash/put my money elsewhere but will re-visit 2H26"  
[X Link](https://x.com/DeepSouthDoctor/status/1999504805098643946)  2025-12-12T15:41Z [----] followers, [----] engagements


"$ABEO - re-bought full position this morning. Company is about the "cheapest" I follow using EV/prod revenue screen and has an EV $100m. Lots of pts. already in treatment queue for rare disease product just a matter of time before valuation catches up"  
[X Link](https://x.com/DeepSouthDoctor/status/2000615047907717212)  2025-12-15T17:12Z [----] followers, [----] engagements


"$VIR - re-bought 1/2 position here. With ex-USA partnership current EV $100m cash runway extended with perhaps add'l confidence in lead drug. Seems like Ph1b mono/combo data in meta CRPC coming Q1 is almost a "free call" re: company's valuation"  
[X Link](https://x.com/DeepSouthDoctor/status/2001326118176174183)  2025-12-17T16:18Z [----] followers, [----] engagements


"@CameronQuilter2 Hoping to re-buy later. While quite cheap they may con't to tread water at best (in terms of stock price) during the initial commercialization ramp. Q4 earnings will fall short and hard to know how quickly they're actually starting patients (many in queue) on treatment"  
[X Link](https://x.com/DeepSouthDoctor/status/2009349198408454640)  2026-01-08T19:39Z [----] followers, [---] engagements


"@ohmsonite Pretty funny The former is the appropriate interpretation. The potential problem is my impatience not whether or not I did due diligence"  
[X Link](https://x.com/DeepSouthDoctor/status/2009712909333692539)  2026-01-09T19:44Z [----] followers, [---] engagements


"$VIR - like today's update. Cash burn con't to decrease extending runway to Q427 Ph3 readouts in HepD moved up to Q426/Q127 (and with excellent Ph2 data) and holding Ph1 [----] data for oral presentation at ASCO in late February. EV remains $50m. Seems like a bargain to me"  
[X Link](https://x.com/DeepSouthDoctor/status/2010709349648237014)  2026-01-12T13:44Z [----] followers, [----] engagements


"@Coach_ChrisOC Yes I re-bought a full position. Thought there were [--] subtle positives from today's PR - moving up 1st Ph3 readout to Q4 and waiting until ASCO to present Ph1 in meta CRPC results via oral presentation"  
[X Link](https://x.com/DeepSouthDoctor/status/2010791615707955528)  2026-01-12T19:10Z [----] followers, [---] engagements


"@lcccc333 @monaco_biotech @DickMedChem You're right I confused them with another I own - $VIR moved data readout to ASCO in late February. $CRVS is due to announce later this month post-JPM conference"  
[X Link](https://x.com/DeepSouthDoctor/status/2011493615340601622)  2026-01-14T17:40Z [----] followers, [---] engagements


"@jfais20 As always I appreciate your perspective. Per $IOVA I'm actually more excited by their [--] data readouts Q1/Q2 esp. in advanced nsclc. If the latter con't to show excellent data and they file an sNDA 2H26 the upside (market 7x vs. adv melanoma) seems tremendous to me"  
[X Link](https://x.com/DeepSouthDoctor/status/2011597571199058065)  2026-01-15T00:33Z [----] followers, [---] engagements


"@IfkovicsA 50% that and 50% I think they're fairly valued. I believe lots of other commercial stage bios offer better value"  
[X Link](https://x.com/DeepSouthDoctor/status/2011819006710178194)  2026-01-15T15:13Z [----] followers, [--] engagements


"@IfkovicsA What about discounting back Look I'm rooting for them and think Zusdri is a great drug but they're not going to hit $1B in sales anytime soon. I use Enterprise Value divided by product revenue as a quick screen on valuation. $URGN's number is on the high end for me"  
[X Link](https://x.com/DeepSouthDoctor/status/2011860949741838571)  2026-01-15T18:00Z [----] followers, [---] engagements


"@BiotechJack @jfais20 I'm clueless though $IOVA broke trust via (former) management missteps in the past and it's slow-going to re-gain it"  
[X Link](https://x.com/DeepSouthDoctor/status/2012237623750729919)  2026-01-16T18:56Z [----] followers, [---] engagements


"Great biotech values (less speculative IMO) $ADMS $16 $BLCM $16 $FGEN $21 $GBT $17 $LXRX $17 $OCUL $9 $TXMD $6 $XLRN $30"  
[X Link](https://x.com/DeepSouthDoctor/status/810181661837164544)  2016-12-17T17:55Z [----] followers, [--] engagements


"Bought $AUPH. Very bullish on Ph3 LN trial. Willing to sit on it for [--] yrs+ given upside & don't want to miss out by waiting too long"  
[X Link](https://x.com/DeepSouthDoctor/status/912341563912675328)  2017-09-25T15:42Z [----] followers, [--] engagements


"$AKAO IPO at $12 March [----] $AKAO 52-wk high = $27.79 $AKAO Closed today @ $12.46 after filing for appr for lead drug. Welcome to biotech"  
[X Link](https://x.com/anyuser/status/923786564798500864)  2017-10-27T05:40Z [----] followers, [--] engagements


"Can't say it often enough: "In biotech commercialization can be a bitch" See $ADMS $LXRX $TSRO $MDCO $FLXN $RDUS $SGYP (and many others)"  
[X Link](https://x.com/DeepSouthDoctor/status/967104538925727744)  2018-02-23T18:31Z [----] followers, [--] engagements


"Not selling a single share of $AUPH until buyout. View them as an even better acquisition target than $MDCO as less competition in lupus nephritis & trials ongoing in other large indications. $AUPH management clearly prefers b/o and current biotech environment ripe for M&A"  
[X Link](https://x.com/anyuser/status/1202593742638768128)  2019-12-05T14:21Z [----] followers, [--] engagements


"$AUPH (Part 2) - While I'd never begrudge a bio from raising $$ after making a multi-year high if $AUPH doesn't raise right away I'd interpret that as confidence that either: 1) deals are imminent 2) they believe stock price is undervalued 3) upcoming catalysts -- + upside. $AUPH - Listened to their CC and was impressed. They seem quite confident they have a straightforward path for commercializing a clearly differentiated drug for an underserved patient population. They also went out of their way to reaffirm their optimism about other indications. $AUPH - Listened to their CC and was"  
[X Link](https://x.com/anyuser/status/1202955822508257280)  2019-12-06T14:19Z [----] followers, [--] engagements


"Am working on my top dozen biotech picks for [----] and the market has been soooo strong Q419 I'm having trouble finding enough names that I like at these prices. Not complaining as I've been a major beneficiary. Wonder how much (new year tax) selling there will be Jan. 2nd"  
[X Link](https://x.com/anyuser/status/1210217000162799616)  2019-12-26T15:13Z [----] followers, [--] engagements


"Part 1/3: My scorecard for 2019: $MDCO + 344% $RETA + 264% $CCXI + 263% $AUPH + 199% $KPTI + 104% $GBT + 93% $EIGR + 46% $NERV + 06% $FENC + 02% $HRTX - 09% $MDGL - 19% $LXRX - 36% Avg. Return = + 105% My "Baker's Dozen" top Biotech picks for [----] - and I invite other to share their lists. As always do your own due diligence. In alphabetic order by ticker symbol: $AUPH $CCXI $EIGR $FENC $FGEN $GBT $HRTX $KPTI $LXRX $MDCO $MDGL $NERV $RETA My "Baker's Dozen" top Biotech picks for [----] - and I invite other to share their lists. As always do your own due diligence. In alphabetic order by ticker"  
[X Link](https://x.com/anyuser/status/1212415760393539588)  2020-01-01T16:50Z [----] 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


"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


"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


"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


"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


"$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


"$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


"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