# ![@DoodadDoctor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1989890812982013952.png) @DoodadDoctor Dr. Rajiv Doodad

Dr. Rajiv Doodad posts on X about closed, $cogt, $gpcr, $abvx the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1989890812982013952/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1989890812982013952/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1989890812982013952/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1989890812982013952/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1989890812982013952/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1989890812982013952/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1989890812982013952/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1989890812982013952/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  81.58% [cryptocurrencies](/list/cryptocurrencies)  #6419 [technology brands](/list/technology-brands)  5.26% [finance](/list/finance)  4.39% [currencies](/list/currencies)  4.39% [social networks](/list/social-networks)  0.88% [vc firms](/list/vc-firms)  0.88% [financial services](/list/financial-services)  0.88% [fashion brands](/list/fashion-brands)  0.88%

**Social topic influence**
[closed](/topic/closed) #671, [$cogt](/topic/$cogt) #2, [$gpcr](/topic/$gpcr) #2, [$abvx](/topic/$abvx) #8, [$insm](/topic/$insm) #6, [$phvs](/topic/$phvs) #1, [$asnd](/topic/$asnd) #2, [$cnta](/topic/$cnta) #2, [$ocul](/topic/$ocul) #32, [$rvmd](/topic/$rvmd) #4

**Top accounts mentioned or mentioned by**
[@amaymd](/creator/undefined) [@investorclimber](/creator/undefined) [@geneinvesting](/creator/undefined) [@houndcl](/creator/undefined) [@tummms98](/creator/undefined) [@seedy19tron](/creator/undefined) [@mickeychiku](/creator/undefined) [@justinmcd01](/creator/undefined) [@meadowcapital](/creator/undefined) [@hjk59373133](/creator/undefined) [@secgov](/creator/undefined) [@pharmdca](/creator/undefined) [@jfais20](/creator/undefined) [@garrxttt](/creator/undefined) [@grindeoptions](/creator/undefined) [@traderlylive](/creator/undefined) [@cheddarflow](/creator/undefined) [@koshirolzumi](/creator/undefined) [@investorjelle](/creator/undefined) [@leotraydes](/creator/undefined)

**Top assets mentioned**
[Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Abivax SA (ABVX)](/topic/$abvx) [Insmed, Inc. (INSM)](/topic/$insm) [Pharvaris, B.V. (PHVS)](/topic/$phvs) [Centessa Pharmaceuticals plc (CNTA)](/topic/$cnta) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [uniQure N.V. (QURE)](/topic/$qure) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Mineralys Therapeutics, Inc. (MLYS)](/topic/$mlys) [CG Oncology, Inc.  (CGON)](/topic/$cgon) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Eli Lilly and Company (LLY)](/topic/$lly) [Amylyx Pharmaceuticals, Inc. (AMLX)](/topic/$amlx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [DexCom, Inc. (DXCM)](/topic/$dxcm) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [UnitedHealth Group (UNH)](/topic/$unh) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Basilisk (BSX)](/topic/$bsx) [SuperRare (RARE)](/topic/$rare) [Viridian Therapeutics, Inc. Common Stock (VRDN)](/topic/$vrdn) [Vera Therapeutics, Inc. (VERA)](/topic/$vera) [Edgewise Therapeutics, Inc. (EWTX)](/topic/$ewtx) [Vaxcyte, Inc. (PCVX)](/topic/$pcvx) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix) [PepGen Inc. (PEPG)](/topic/$pepg) [Relay Therapeutics, Inc. (RLAY)](/topic/$rlay) [Nuvalent, Inc. (NUVL)](/topic/$nuvl) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Alkermes Inc. plc (ALKS)](/topic/$alks) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Cullinan Management, Inc. (CGEM)](/topic/$cgem) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Biogen Inc (BIIB)](/topic/$biib) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [Marblex (MBX)](/topic/$mbx) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Inventiva S.A. (IVA)](/topic/$iva) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Exact Sciences Corp (EXAS)](/topic/$exas) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Akropolis (AKRO)](/topic/$akro) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [AbbVie Inc (ABBV)](/topic/$abbv) [Johnson & Johnson (JNJ)](/topic/$jnj) [Pfizer, Inc. (PFE)](/topic/$pfe) [BEAM (BEAM)](/topic/$beam) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [Contineum Therapeutics, Inc (CTNM)](/topic/$ctnm) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Maze Therapeutics, Inc. (MAZE)](/topic/$maze) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [ADMA Biologics, Inc. (ADMA)](/topic/$adma) [CVS Health Corp (CVS)](/topic/$cvs) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Lynx1 Q425 13F Changes: NEW: $AGIO $ARWR $CGON $TRDA $GBIO $KRRO $HOWL $XNCR $IMTX $PRQR Increased: $CGEM $DNLI $DSGN $TCRX $GHRS Decreased: $DTIL CLOSED: $ALLO $IBIO $PTGX $ADCT $MRUS"  
[X Link](https://x.com/DoodadDoctor/status/2024146891122835778)  2026-02-18T15:40Z [---] followers, [---] engagements


"What a day it was in biotech Some BIG movers $WVE $GPCR $ACXP $TERN $KYMR $OCUL $CGEM $NRIX $VNDA $GUTS $ARWR $BHVN $STOK $TSHA $OKUR"  
[X Link](https://x.com/DoodadDoctor/status/1998146841863717027)  2025-12-08T21:45Z [--] followers, [---] engagements


"@A_May_MD @Justin_McD01 @MeadowCapital @HJK59373133 What hurts them even worse is that $GPCR price action turned out to be everything they were expecting $VKTX to be"  
[X Link](https://x.com/DoodadDoctor/status/2014000423951028687)  2026-01-21T15:41Z [---] followers, [---] engagements


"@Investorclimber @houndcl I own both $GPCR and $PEPG so obviously like both but feel Structure take-out is essentially guaranteed atp"  
[X Link](https://x.com/DoodadDoctor/status/2014759357741683126)  2026-01-23T17:57Z [--] followers, [---] engagements


"All of these caused massive swings in stock prices and none of them ended up having an ounce of truth to them. @SECGov What is going on here $RVMD $PTGX $ABBV $JNJ $IONQ $RGTI $QBTS"  
[X Link](https://x.com/anyuser/status/2015932627618869311)  2026-01-26T23:39Z [--] followers, [----] engagements


"What was supposed to happen at open 😂😂😂 @DoodadDoctor @tummms98 @GeneInvesting At last reporting (Dec 31st) 40% of float was short betting nothing resumes. What exactly are you sizing into when short thesis is gone The covering when market opens will be epic 40% is ludicrously high. Will go parabolic. @DoodadDoctor @tummms98 @GeneInvesting At last reporting (Dec 31st) 40% of float was short betting nothing resumes. What exactly are you sizing into when short thesis is gone The covering when market opens will be epic 40% is ludicrously high. Will go parabolic"  
[X Link](https://x.com/DoodadDoctor/status/2016159528941728122)  2026-01-27T14:41Z [---] followers, [---] engagements


"$CNTX shining bright through the storm"  
[X Link](https://x.com/anyuser/status/2016577119170470341)  2026-01-28T18:20Z [--] followers, [---] engagements


"$GUTS got gutted today"  
[X Link](https://x.com/DoodadDoctor/status/2017044781000704171)  2026-01-30T01:18Z [--] followers, [---] engagements


"@Pharmdca This is why I am covering the majority of my $OCUL short position today. I dont believe in the company but not worth the risk when I have made almost 40% on the trade. Short positions have been a saving grace over the last week. And $CNTX"  
[X Link](https://x.com/DoodadDoctor/status/2017296255488057705)  2026-01-30T17:58Z [--] followers, [----] engagements


"Guy below has confirmed he is short numerous times yet I still find this entire comment highly entertaining. $NTLA [--]. The attack rate reduction while blinded is meaningless. Patients self medicate any little itch when they arent sure if they received the drug. What matters is Guy below has confirmed he is short numerous times yet I still find this entire comment highly entertaining. $NTLA [--]. The attack rate reduction while blinded is meaningless. Patients self medicate any little itch when they arent sure if they received the drug. What matters is"  
[X Link](https://x.com/DoodadDoctor/status/2018560753369059753)  2026-02-03T05:42Z [---] followers, [---] engagements


"$NVO has fumbled the bag so many times its laughable"  
[X Link](https://x.com/DoodadDoctor/status/2019024204901818795)  2026-02-04T12:24Z [---] followers, [---] engagements


"Big pharma has entered the chat $SPY $LLY $MRK $BIIB $AMGN $GSK $PFE $JNJ"  
[X Link](https://x.com/DoodadDoctor/status/2019123718916571163)  2026-02-04T18:59Z [---] followers, [---] engagements


"@jfais20 $PEPG and $AMLX 😵💫"  
[X Link](https://x.com/DoodadDoctor/status/2020006134921457874)  2026-02-07T05:26Z [--] followers, [---] engagements


"@garrxttt @GrindeOptions Funny chat gpt told me this same thing. Oddly. word for word: Market isnt reacting to jobs are good. Its reacting to rate cuts get pushed out"  
[X Link](https://x.com/DoodadDoctor/status/2021793234184229349)  2026-02-12T03:47Z [--] followers, [--] engagements


"@traderlylive @CheddarFlow Thanks chat gpt"  
[X Link](https://x.com/DoodadDoctor/status/2021998309599310072)  2026-02-12T17:22Z [--] followers, [--] engagements


"doctor surveys on one-time gene therapies are not exactly glowing. Over half flagged irreversibility as a concern. Short and long term safety is near the top. Loss of dosing control also stands out. One and done sounds great in theory. In reality a permanent treatment you cannot adjust or reverse makes a lot of clinicians uncomfortable. $NTLA $BEAM $CRSP $EDIT https://twitter.com/i/web/status/2021999172275130486 https://twitter.com/i/web/status/2021999172275130486"  
[X Link](https://x.com/DoodadDoctor/status/2021999172275130486)  2026-02-12T17:25Z [---] followers, [--] engagements


"Shitcos tend to provide opportunities when the market exhibits euphoria or unrealistic expectations. Its important to capitalize at these moments if your thesis is strong. If you are early and holding at a loss re-evaluate and double down by shorting more in size at the next sign of euphoria and unrealistic expectations. $VNDA traded in the $8-9s (now $6) in the past [--] months. $NTLA hit $16-17s. $SRPT hit $23-24. $OCUL $15-16. $BDTX was the easiest call. I have covered $OCUL $CGEM (a while ago) and $BDTX but still short $SRPT $NTLA and $VNDA for now. Next I am watching $BEAM and $MBX. But"  
[X Link](https://x.com/DoodadDoctor/status/2022088183807455546)  2026-02-12T23:19Z [---] followers, [--] engagements


"Feels like a lose/lose situation in the current environment going into earnings reports with any kind of tech-y name that has high growth embedded in valuation/ price. $AMD/ $DKNG/ $RDDT/ $PLTR/ $PINS just to name a few. PINS has had very promising/ improving ad metrics the last few quarters for advertisers so it wasnt a bad pick. Just think any low hanging fruit is getting these names rn. Feels like $NVDA earnings could be the big make or break moment https://twitter.com/i/web/status/2022347595775869005 https://twitter.com/i/web/status/2022347595775869005"  
[X Link](https://x.com/DoodadDoctor/status/2022347595775869005)  2026-02-13T16:30Z [--] followers, [---] engagements


"RT @seedy19tron: Waited so long for this day $ocul"  
[X Link](https://x.com/anyuser/status/2023736899253186577)  2026-02-17T12:30Z [--] followers, [--] engagements


"These were the names carrying the biggest aggregate weights across the biopharma specialist hedge funds' Q4 [----] 13Fs. $ABVX $COGT $INSM $RVMD at the top $WVE $AXSM $DNTH $NUVL $PRAX $ASND"  
[X Link](https://x.com/DoodadDoctor/status/2024086492692218360)  2026-02-18T11:40Z [---] followers, [---] engagements


"Q4 13Fs showed fresh conviction building. [--] specialist biotech funds opened $PALI. [--] initiated $RAPT. [--] started $IVA. [--] stepped into $CAPR. [--] opened $TERN. [--] opened $COGT. is $CAPR the new $ABVX"  
[X Link](https://x.com/DoodadDoctor/status/2024114175618805899)  2026-02-18T13:30Z [---] followers, [---] engagements


"Bain Capital Life Sciences Q425 13F Changes: Increased: $CCCC $OLMA $XFOR $XLO Decreased: $DNTH $KYTX $TNGX $UPB $NAMS $NAMSW $PHVS CLOSED: $IPSC $CDTX"  
[X Link](https://x.com/DoodadDoctor/status/2024128016595456469)  2026-02-18T14:25Z [---] followers, [---] engagements


"(2/2) Artia Q425 13F Changes: Decreased: $ALNY $ARGX $RNA $INSM $DGX $SLNO CLOSED: $LIFE $ALEC $BSX $CNTA $KALV $MREO $MRNA $NKTR $REGN $SRPT $TGTX $RARE $VRNA $VRTX $BHVN $MRUS $IREN"  
[X Link](https://x.com/DoodadDoctor/status/2024267342432149942)  2026-02-18T23:38Z [---] followers, [--] engagements


"BVF Q425 13F Changes: NEW: $IVVD $IRON Increased: $ANNX $AVTX $CMPX $NKTR $STOK $GPCR $XNCR $CBIO Decreased: $ABVX $AXSM $IMCR $GLUE $PVLA $RVMD $SEPN $TYRA CLOSED: $CELC $CDTX $EPIX $FBRX $PTGX $SABS $NLPS"  
[X Link](https://x.com/DoodadDoctor/status/2024126758380003797)  2026-02-18T14:20Z [---] followers, [---] engagements


"Commodore Q425 13F Changes: NEW: $ANRO $ATHA $CTNM $RAPT $REPL Increased: $AGLE $AMLX $PEPG $ALKS Decreased: $DRUG.CN $CLDX $CNTA $COGT $MNMD $NUVL $NRIX $PTGX $SLNO $TERN $XENE $PHVS CLOSED: $AGIO $APGE $CDTX $ENTA $TNGX $VRDN $VTGN $CBIO $PCSC $MRUS"  
[X Link](https://x.com/DoodadDoctor/status/2024131791381033342)  2026-02-18T14:40Z [---] followers, [--] engagements


"Tri Locum Q425 13F Changes: NEW: $BSX $DHR $DXCM $IONS $LLY $NUVL $TEVA Increased: $ASND $DNTH $JNJ $MDGL Decreased: $ARGX $AXSM $UTHR $VERA CLOSED: $ABBV $KRRO $MRK $PRAX $SLNO $TARS $XENE $BHVN $AVDL $STVN"  
[X Link](https://x.com/DoodadDoctor/status/2024162494059614634)  2026-02-18T16:42Z [---] followers, [---] engagements


"(3/4) Ikarian Q425 13F changes: Decreased: $CDTX $IMTX $SYBX $VKTX $CMMB $VIR $SLN $JSPR $ABOS $KZR $VYGR $SNSE $CTMX $CYBN $SGMO $RNAC $LYEL $MNMD $VERU $NYXH $MGNX $EVAX $TOVX $AMIX $LXRX $EQ $PMVP $VYNE $AIRS $AGIO $IOBT $SLDB $LXEO $BBOT $WVE $MAZE $VTGN $PEPG $CGON"  
[X Link](https://x.com/DoodadDoctor/status/2024265046650490910)  2026-02-18T23:29Z [---] followers, [---] engagements


"(1/2) Sofinnova Q425 13F Changes: NEW: $AMLX $BMRN $BMY $CNTA $LLY $MASI $MIRM $RARE $XENE Increased: $ABBV $ACAD $ANAB $AZN $CELC $CDTX $CMPX $IRON $DYN $GEHC $IMNM $INBX $INSM $ISRG $NKTR $RYTM $SUPN $VRTX $ESTA $JAZZ $IMTX $PHVS"  
[X Link](https://x.com/DoodadDoctor/status/2024274154153820489)  2026-02-19T00:05Z [---] followers, [--] engagements


"(1/2) Stonepine Q425 13F Changes: NEW: $ARE $CABA $CAMP $CRBP $CRIS $CYBN $DCTH $ELDN $FENC $JANX $MIST $OVID $TNYA $TENX $VRCA $XLO $CBIO $CRSP $CGEN Increased: $ADMA $ABEO $ANTX $BOLD $CDXS $EOLS $HRTX $INAB $IKT $MXCT.L $NKTR $TELA $RARE $VSTM $ZNTL https://twitter.com/i/web/status/2024274349654413389 https://twitter.com/i/web/status/2024274349654413389"  
[X Link](https://x.com/DoodadDoctor/status/2024274349654413389)  2026-02-19T00:06Z [---] followers, [--] engagements


"About time $VNDA Really bad company tbh"  
[X Link](https://x.com/DoodadDoctor/status/2021999015035121834)  2026-02-12T17:25Z [---] followers, [---] engagements


"$OCUL boom #biopick2026 summary of most picked biotechs. I.e. Top short candidates for the year lol https://t.co/NivLRudGh1 #biopick2026 summary of most picked biotechs. I.e. Top short candidates for the year lol https://t.co/NivLRudGh1"  
[X Link](https://x.com/DoodadDoctor/status/2023736533673562553)  2026-02-17T12:29Z [---] followers, [---] engagements


"Iron Triangle Q425 13F Changes: NEW: $ABT $ATEC $TECH $BSX $BRKR $DNTH $NVST $FTRE $ISRG $MMSI $MLYS $UNH $VRTX $WAT $XENE $BHVN Increased: $AHCO $BKD $CRL $DOCS $IDYA $RGEN $VCYT $JAZZ Decreased: $BTSG $CVS $LLY CLOSED: $ABBV $ADPT $FOLD $ARGX $CAH $DXCM $EXAS $GKOS $GH $MDGL $NBIX $THC $WST $MDT https://twitter.com/i/web/status/2024146135674442173 https://twitter.com/i/web/status/2024146135674442173"  
[X Link](https://x.com/DoodadDoctor/status/2024146135674442173)  2026-02-18T15:37Z [---] followers, [--] engagements


"Patient Square Q425 13F Changes: NEW: $AGLE $RCUS $ARQT $49BA.SG $COGT $DBVT $HROW $TERN $XENE Increased: $ALLO $AMLX $ARGX $AVTX $CELC $DNTH $ELVN $CATX $KYMR $MIRM $PHVS Decreased: $ABVX $ASMB $EYPT $INSM $LQDA $OCUL $ROIV CLOSED: $AGIO $CDTX $GERN $NRIX $QURE https://twitter.com/i/web/status/2024151931023966464 https://twitter.com/i/web/status/2024151931023966464"  
[X Link](https://x.com/DoodadDoctor/status/2024151931023966464)  2026-02-18T16:00Z [---] followers, [---] engagements


"Sr One Q425 13F Changes: NEW: $RARE Increased: $ZBIO $OCS Decreased: $MLYS"  
[X Link](https://x.com/DoodadDoctor/status/2024158718410277242)  2026-02-18T16:27Z [---] followers, [---] engagements


"(1/4) Ikarian Q425 13F changes: NEW: $OLMA $LLY $AMGN $CNTB $RVMD $CELC $HROW $NBIX $MLYS $GLTO $CORT $NUVL $LEGN $JBIO $EPRX.TO $CMPX $NXTC $CTNM $PCSC $QNRX $KLRS $CMPS $ERAS $BHVN $IVA $DBVT $CABA $DERM $VSTM $LPCN $SRZN $ANNX $PALI $KALV $RARE $CNSP $NEUP $GCTK $SHPH $PURR $MGRX $AEMD $RZLT https://twitter.com/i/web/status/2024264937380450572 https://twitter.com/i/web/status/2024264937380450572"  
[X Link](https://x.com/DoodadDoctor/status/2024264937380450572)  2026-02-18T23:29Z [---] followers, [---] engagements


"(1/2) Artia Q425 13F Changes: NEW: $ANRO $AVTX $BLTE $DRUG.CN $CELC $CDTX $KOD $LYRA $NUVL $PVLA $PEPG $PRAX $SION $TENX $UPB $VTYX $ROIV Increased: $ABVX $ASND $DNTH $EYPT $IONS $LLY $MLYS $OCUL $UGL $RAPP $TVTX $TRVI $VKTX $NAMS $QURE"  
[X Link](https://x.com/DoodadDoctor/status/2024267249981243465)  2026-02-18T23:38Z [---] followers, [---] engagements


"(2/3) Integral Q425 13F Changes: Increased: $ISRG $LFST $NVS $ORIC $PEN $TARA $REGN $RGNX $RVMD $RYTM $SANA $SRRK $UPB $VERA $BHVN $MDT $ROIV $QURE"  
[X Link](https://x.com/DoodadDoctor/status/2024271078114070748)  2026-02-18T23:53Z [---] followers, [--] engagements


"(1/3) Parkman Q425 13F Changes: NEW: $ADMA $ABSI $ANIP $ACHC $ARAY $ADPT $A $ALGN $CDNA $CAI $EYPT $INSP $MASI $MTD $GPCR $TMDX $UNH $WAT Increased: $ANNX $APGE $RCUS $BSX $CVS $DAWN $DXCM $FDMT $PODD $IQV $KALV $MBX $MAZE $MCK $OPRX $LUNG $QTRX $SLDB https://twitter.com/i/web/status/2024271956208456087 https://twitter.com/i/web/status/2024271956208456087"  
[X Link](https://x.com/DoodadDoctor/status/2024271956208456087)  2026-02-18T23:56Z [---] followers, [--] engagements


"(3/3) Perceptive Q425 13F Changes: Decreased: $ADMA $ALDX $AMLX $AVR $AQST $ACLX $ASND $CNTA $CRVS $AORT $GOSS $IRTC $KRYS $KYMR $NBIX $OBIO $PVLA $PEN $SEPN $MGTX CLOSED: $AKRO $APYX $HTFL $INSM $JANX $LYRA $PYXS $SCPH $SPRY $TEM $TRIB $VRNA $VKTX $MRUS $QURE https://twitter.com/i/web/status/2024272454705647695 https://twitter.com/i/web/status/2024272454705647695"  
[X Link](https://x.com/DoodadDoctor/status/2024272454705647695)  2026-02-18T23:58Z [---] followers, [--] engagements


"Some upcoming short ideas for December and Q126 after $CAPR: $CGEM (sorry longs) $OCUL $BDTX $VNDA Long-term short: $NTLA $SRPT Near-Term Longs: $PVLA $IRON $PHVS $TVTX Long-Term Longs: $INSM $RLAY $CNTA $OVID $PEPG"  
[X Link](https://x.com/DoodadDoctor/status/1996006146692301208)  2025-12-02T23:58Z [---] followers, [----] engagements


"@mickeychiku No idea but perhaps market cap finally got big enough to take a stake. [--] funds started a position. Keep in mind filings are for positions on 12/31/25. Phase 1b/2a study starts expected Q1 2026"  
[X Link](https://x.com/DoodadDoctor/status/2024115663522967724)  2026-02-18T13:35Z [---] followers, [--] engagements


"Casdin Q425 13F Changes: NEW: $CI $DXCM $LEGN $DGX $SRRK $TSHA $TXG Increased: $ALNY $DNLI $LAB $GH $HIMS $ILMN $PACB $RLAY $UNH Decreased: $RNA $BLFS $RVMD $GPCR CLOSED: $EXAS"  
[X Link](https://x.com/DoodadDoctor/status/2024130533228261407)  2026-02-18T14:35Z [---] followers, [---] engagements


"Kynam Q425 13F Changes: NEW: $ALEC $PRLD $BHVN Increased: $APLS $BEAM $CGEM $CTMX $KALV Decreased: $AMRN $BCRX $CRBU $CLDX $CGON $COGT $DSGN $DVAX $ENGN $IMCR $MBX $NRIX $RLAY $SNDX $TVTX $TYRA $PCVX $VERA $VRDN $PHVS $PRQR $WVE CLOSED: $EWTX $IRWD $STRO $UTHR $URGN https://twitter.com/i/web/status/2024146890837668306 https://twitter.com/i/web/status/2024146890837668306"  
[X Link](https://x.com/DoodadDoctor/status/2024146890837668306)  2026-02-18T15:40Z [---] followers, [--] engagements


"Opaleye Q425 13F Changes: NEW: $JBIO $AVIR $BBIO $ENTA $GBIO $CATX $KPTI $QTTB $RAPT $RCKT $SLN $TECX $VTYX $VYGR $CBIO $MGTX $URGN Increased: $ACOG $APGE $CABA $IRON $DERM $MBX $OCUP $RZLT $RIGL $SNWV $STOK $XOMA $ZNTL $ZYME $ALKS $SLGL Decreased: $ALMS $CDXS $GOSS $LQDA $PLX $RYTM $TRVI CLOSED: $AGLE $ARVN $IBIO $IMNM $LRMR $PEPG $SRPT $TMCI $ADCT https://twitter.com/i/web/status/2024149407797522570 https://twitter.com/i/web/status/2024149407797522570"  
[X Link](https://x.com/DoodadDoctor/status/2024149407797522570)  2026-02-18T15:50Z [---] followers, [---] engagements


"Palo Alto Q425 13F Changes: NEW: $ANNX $BCAX $CAPR $CMPS $CMPX $INSP $XENE Increased: $ACAD $ANAB $CDNA $DNLI $IRON $DYN $MIRM $PTCT $SNDX $RARE $ALKS $NVCR Decreased: $AGIO $ALGN $FOLD $BMRN $BIIB $EHTH $GOSS $INSM $IOVA $NUVB $STOK $TSHA $PRTA CLOSED: $ALNY $RNA https://twitter.com/i/web/status/2024151168944140560 https://twitter.com/i/web/status/2024151168944140560"  
[X Link](https://x.com/DoodadDoctor/status/2024151168944140560)  2026-02-18T15:57Z [---] followers, [---] engagements


"Redmile Q425 13F Changes: NEW: $DBVT $ORIC $XENE Increased: $IVVD $ANNX $IMNM $KRYS $NGNE $NRIX $NUVB $PLRX $RAPT $REPL $SRRK Decreased: $ALXO $BEAM $CLDX $COGT $RGNX $SLDB $STOK $ZYME $ESTA $LIVN CLOSED: $AKRO $FOLD $BOLD $ETNB $KROS $PRME $VTYX $XERS $LVTX https://twitter.com/i/web/status/2024155699400372581 https://twitter.com/i/web/status/2024155699400372581"  
[X Link](https://x.com/DoodadDoctor/status/2024155699400372581)  2026-02-18T16:15Z [---] followers, [---] engagements


"(5/6) ADAR1 Q425 13F changes: Decreased: $PRTA $SPRO $SEPN $ABVX $KZR $LXEO $ATXS $SMMT $TEVA $TSHA $ZURA $SNY $RCKT $LRMR $BBIO $REGN $VRDN $GERN $KURA $CNTA $SVRA $RGNX $ARVN $JANX $ASND $OABI $NUVL"  
[X Link](https://x.com/DoodadDoctor/status/2024265943791108578)  2026-02-18T23:33Z [---] followers, [---] engagements


"(6/6) ADAR1 Q425 13F changes: Decreased: $TECX $IVVD $MRK $CDAY $BBOT $XNCR $KNSA $LIFE $MEIP $MDGL $UTHR $VKTX $SRPT $BIOA $QNCX $RZLT $KROS CLOSED: $ETNB $INBS $ASPC $IFRX $MTSR $MLTX $WVE $SAVA $PHGE $ALMS $VRNA $KRRO $MRUS $AVTX $DAWN $ANSC $LPTX $GPCR $GUTS $NERV $MURA $LENZ $HRMY $RARE $AKRO $LLY https://twitter.com/i/web/status/2024265995859439672 https://twitter.com/i/web/status/2024265995859439672"  
[X Link](https://x.com/DoodadDoctor/status/2024265995859439672)  2026-02-18T23:33Z [---] followers, [---] engagements


"(2/2) DAFNA Q425 13F Changes: Decreased: $AQST $RCUS $ASND $ATXS $AXGN $BCAX $BWAY $CYTK $EWTX $ERAS $IDYA $IMVT $INSP $IBB $KALV $KURA $LRMR $LXEO $MLYS $NGNE $OBIO $RVMD $XBI $STOK $GPCR $SNDX $VKTX $ALKS $ADCT CLOSED: $APRE $PHGE $BDTX $CMPX $KROS $KRRO $SLNO $STRO $URGN $MRUS https://twitter.com/i/web/status/2024268567454056753 https://twitter.com/i/web/status/2024268567454056753"  
[X Link](https://x.com/DoodadDoctor/status/2024268567454056753)  2026-02-18T23:43Z [---] followers, [--] engagements


"(1/4) Eversept Q425 13F Changes: NEW: $AADI $ANAB $ASND $ASMB $BBNX $BMY $BKD $CVS $CGON $CDTX $CTMX $EHC $ENGN $EHAB $ESPR $EXAS $GKOS $TLT $LLY $MRNA $NHC $PASG $PTGX $SPY $XBI $SVRA $RARE $XENE $BHVN $NVCR $PHVS"  
[X Link](https://x.com/DoodadDoctor/status/2024269896389902773)  2026-02-18T23:48Z [---] followers, [--] engagements


"(1/3) PFM Q425 13F Changes: NEW: $ABVX $ALGN $BLTE $BTSG $CAH $CLDX $CGEM $DXCM $ELAN $FTRE $GILD $GKOS $ITGR $IQV $MDGL $MLYS $MOH $NPCE $SNY $SYK $TARS $TECX $TFX $TMCI $UNH $JAZZ $MDT Increased: $ADMA $AMRX $ASND $CNC $CGON $COO $DNTH $INBX $NBIX $SLNO $TMO $VKTX $WAT https://twitter.com/i/web/status/2024271519258382660 https://twitter.com/i/web/status/2024271519258382660"  
[X Link](https://x.com/DoodadDoctor/status/2024271519258382660)  2026-02-18T23:55Z [---] followers, [---] engagements


"(3/5) Tang Q425 13F Changes: CLOSED: $ADMA $LIFE $ABCL $IVVD $ACET $BABA $ALL $ALMS $AMZN $AAT $AXP $AMLX $APGE $AZN $ATXS $ATHA $BLCO $BHC $BEAM $BRK-B $BCAB $BIOA $BDTX $BA $BOLT $CCCC $CDNA $CNTA $IPSC $CGON $CVX $CLX $KO $CGTX $CMPS $CRBP $CGEM $CYBN $CYTK $CTMX $DSGN $DIS $EWTX $ELYM $ENTA $XOM $FDX $FENC $LAB $F https://twitter.com/i/web/status/2024276499348463725 https://twitter.com/i/web/status/2024276499348463725"  
[X Link](https://x.com/DoodadDoctor/status/2024276499348463725)  2026-02-19T00:15Z [---] followers, [--] engagements


"(4/5) Tang Q425 13F Changes: CLOSED: $FTRE $GEV $GE $GMAB $GOSS $HPE $HD $HRL $IDXX $INTC $IONS $IOVA $JPM $JANX $JNJ $KLRS $KROS $KOD $KURA $LNTH $LEGN $LLY $LQDA $MGNX $MCD $MGX $MTD $MSFT $MNMD $MLYS $NFLX $NBIX $NKE $OABI $OKUR $OPRX $PACB $PASG $PAYX $PYPL $PFE $DTIL $PG $PBYI $PYXS $RLAY https://twitter.com/i/web/status/2024276542180786400 https://twitter.com/i/web/status/2024276542180786400"  
[X Link](https://x.com/DoodadDoctor/status/2024276542180786400)  2026-02-19T00:15Z [---] followers, [---] engagements


"Q4 [----] 13Fs are out. Here are the names that showed up most across biopharma specialist hedge funds. $RVMD $GPCR $COGT crowded for a reason or late to the party $IRON $ABVX $DNTH $CNTA $EWTX $ASND"  
[X Link](https://x.com/DoodadDoctor/status/2024083977951207612)  2026-02-18T11:30Z [---] followers, [---] engagements


"Largest reductions in # of fund holders: $EXAS $RNA $QURE $ABVX $AGIO Positioning shift risk reset or thesis break for the managers that exited $ABVX"  
[X Link](https://x.com/DoodadDoctor/status/2024091532630892629)  2026-02-18T12:00Z [---] followers, [----] engagements


"Largest increases in # of specialist fund holders: $PALI $RAPT $DXCM $IVA $LXEO $CAPR What a turnaround in the expert-view on $CAPR"  
[X Link](https://x.com/DoodadDoctor/status/2024092784840368350)  2026-02-18T12:05Z [---] followers, [---] engagements


"Largest increases in aggregate weight across all specialist managers: $PRAX $COGT $RVMD $TERN $OLMA"  
[X Link](https://x.com/DoodadDoctor/status/2024099078716412055)  2026-02-18T12:30Z [---] followers, [---] engagements


"Acuta Q425 13F Changes: New: $DSGN $MAZE $MLTX $TNGX $NERV $KTTA Increased: $CMPX $PRAX $TERN $JAZZ Decreased: $ARGX $DRUG.CN $CDTX $DNTH $INSM $OCUL Closed: $ASND $COGT $FULC $KRYS $TRML"  
[X Link](https://x.com/DoodadDoctor/status/2024121726993584175)  2026-02-18T14:00Z [---] followers, [---] engagements


"Avidity Q425 13F Changes: NEW: $ACHC $A $ALNY $CNC $CORT $ITGR $IQV $NVO $PVLA $WAT $ICLR Increased: $JBIO $INSM $CATX $MCK $RGEN Decreased: $ACAD $ABC $BSX $CI $CGON $CNTX $DHR $DNTH $EHC $GMAB $HQY $KVUE $NTRA $PFE $PHAT $SCYX $TEVA $TMO $MDT CLOSED: $ABBV $AKRO $ARQT $ARVN $ASND $BEAM $BMY $CARL $EXAS $IMRX $JNJ $MTSR $UNH $XENE $WVE https://twitter.com/i/web/status/2024124241998655894 https://twitter.com/i/web/status/2024124241998655894"  
[X Link](https://x.com/DoodadDoctor/status/2024124241998655894)  2026-02-18T14:10Z [---] followers, [---] engagements


"Caligan Q425 13F Changes: NEW: $ELDN $IVA $MAZE $RAPT $TNGX $PCVX $VOR Increased: $ADMA $AVTX $EXEL $INBX $MLYS $RVMD $TYRA $XENE Decreased: $AGIO CLOSED: $AURA $EOLS $SLS $MRUS"  
[X Link](https://x.com/DoodadDoctor/status/2024130533223965065)  2026-02-18T14:35Z [---] followers, [---] engagements


"EcoR1 Q425 13F Changes: NEW: $CAMP $CGON $EOLS $IBIO $MNKD $MREO $GPCR $PCVX $ZBIO Increased: $CNTA $VYGR Decreased: $IMNM $SRZNW $XNCR CLOSED: $APLS $RNA $CMPS $KURA $MDGL $MTSR $PEPG $PRME $TNGX $ALKS $QURE"  
[X Link](https://x.com/DoodadDoctor/status/2024138083445223523)  2026-02-18T15:05Z [---] followers, [---] engagements


"Paradigm Q425 13F Changes: NEW: $ASMB $IVA $KLRS $LXEO $ORIC $ORKA $TERN $VOR Increased: $ACLX $BBOT $EWTX $ERAS $EYPT $GMAB $OLMA $RVMD $XBI $SRRK $PCVX $URGN Decreased: $ABVX $APGE $CDTX $CRNX $OCUL $TARS $VRDN CLOSED: $AGIO $AMLX $COGT $IRON $DYN $JANX $LENZ $GPCR $TNGX $ALKS $MRUS $PHVS https://twitter.com/i/web/status/2024151420732113370 https://twitter.com/i/web/status/2024151420732113370"  
[X Link](https://x.com/DoodadDoctor/status/2024151420732113370)  2026-02-18T15:58Z [---] followers, [---] engagements


"Saturn V Q425 13F Changes: NEW: $IVVD $ALMS $IKT $IVA $OVID $XFOR $OCS Increased: $MNPR $OCUL $PCVX $PHVS Decreased: $ABVX $AMLX $CELC $CNTA $COGT $IRON $DYN $JAZZ CLOSED: $CGON $LENZ $XENE $MRUS $NAMS"  
[X Link](https://x.com/DoodadDoctor/status/2024156453934878831)  2026-02-18T16:18Z [---] followers, [---] engagements


"(4/4) Ikarian Q425 13F changes: Decreased $CYTK $STIM $IMUX $VTYX $INSM $TGTX $GUTS $KRYS $ABVX $CPRX $IONS $LABD $NAMS $PTCT $TARS $ZURA $OVID $AVTX $APLS $ANEB $GPCR CLOSED: $GMAB $DNTH $AKRO $CRNX $VRDN $SNDX $TVTX $ARGX $PVLA $MLTX $UPB $BBIO $RLAY $ANAB $DYN $JANX $ZYME $IFRX $MBX $PRME $SONN $ARCT $COGT https://twitter.com/i/web/status/2024265117911638349 https://twitter.com/i/web/status/2024265117911638349"  
[X Link](https://x.com/DoodadDoctor/status/2024265117911638349)  2026-02-18T23:29Z [---] followers, [---] engagements


"(1/6) ADAR1 Q425 13F changes: NEW: $IDXX $ISRG $MCK $PRAX $NTRA $DRUG.CN $BSX $GILD $AZN $FGEN $SNDX $IWM $VERA $ARE $KIDS $BMY $ELAN $QTTB $GMED $JBIO $RXST $AUPH $IOBT $OMER $DHR $FWRD $IVF $ELVN $CORZ $NEUP $RLMD $VERU $EOLS $BLTE $OCUP $PLYM $ENTA $BMEA https://twitter.com/i/web/status/2024265462209536024 https://twitter.com/i/web/status/2024265462209536024"  
[X Link](https://x.com/DoodadDoctor/status/2024265462209536024)  2026-02-18T23:31Z [---] followers, [---] engagements


"(3/6) ADAR1 Q425 13F changes: Increased: $OVID $TERN $TARA $CRBP $IBIO $ELYM $RNA $BHF $CYBN $AEXA $FDMT $MAZE $AVR $SPRY $CLDX $VTGN $AGIO $FULC $URGN $CTNM $OGN $SRRK $JAZZ $AVTR $CMPX $CDTX $BMRN $PCSC $INSP $EWTX $SUPN"  
[X Link](https://x.com/DoodadDoctor/status/2024265835913642495)  2026-02-18T23:32Z [---] followers, [--] engagements


"(4/6) ADAR1 Q425 13F changes: Increased: $PHVS $NRIX $OLMA $KPTI $VRTX $ESTA $ABUS $GRCE $MNPR $QURE $SABS $MLYS $SLNO $LUNG $ACRS $PFE $ZNTL $IKT $PCVX $ZLAB $BHVN $BIIB $SLN $REPL $CRNX $TENX $ARWR $GH $DYN $ALKS $IMVT $IONS $WW $KRYS $XENE $PTGX $RVMD $ASMB $CYTK $NAMS $CGON $RYTM $CTMX $AMLX $ROIV https://twitter.com/i/web/status/2024265894445367385 https://twitter.com/i/web/status/2024265894445367385"  
[X Link](https://x.com/DoodadDoctor/status/2024265894445367385)  2026-02-18T23:32Z [---] followers, [--] engagements


"(1/2) Baker Bros Q425 13F Changes: NEW: $ABSI $JBIO $RCUS $BCRX $CNTA $DYN $FDMT $TERN Increased: $ARWR $CTNM $CRNX $DSGN $ELVN $TRDA $GRAL $IDYA $INCY $IONS $KALA $KOD $KYMR $NRIX $PRAX $TARA $SMMT $TECX $VTYX $VRDN $ALKS $KNSA $ROIV"  
[X Link](https://x.com/DoodadDoctor/status/2024267716220137866)  2026-02-18T23:40Z [---] followers, [--] engagements


"(1/2) DAFNA Q425 13F Changes: NEW: $ANNX $CYBN $ENGN $FATE $CATX $KPTI $PRCT $RARE $VRCA Increased: $ARAY $ALEC $ALGN $ATRC $BCRX $CLDX $IPSC $DNLI $DXCM $INGN $MBX $NKTR $ORIC $SPRY $BHVN $IMTX"  
[X Link](https://x.com/DoodadDoctor/status/2024268489934938122)  2026-02-18T23:43Z [---] followers, [--] engagements


"(1/2) Deep Track Q425 13F Changes: NEW: $CNTA $COGT $ENTA $GRAL $IVA $JANX $MNPR $MLTX $XBI $SLNO $VSTM $VERA $ALKS $BHVN $ATAI Increased: $ANIP $AXSM $BCAX $BMRN $CRMD $CYBN $DYN $ENGN $IMCR $IMVT $MBX $MAZE $MNMD $NRIX $TNGX $TARS $PCVX $XFOR"  
[X Link](https://x.com/DoodadDoctor/status/2024268828880814322)  2026-02-18T23:44Z [---] followers, [--] engagements


"(1/4) Deerfield Q425 13F Changes: NEW: $ABT $ABBV $ABEO $ARVN $BLTE $CI $CAH $CMPX $DOCS $EHC $HROW $KYTX $LNTH $MASI $MMS $DGX $RMD $RXST $SDGR $STOK $TNGX $VEEV Increased: $ACHC $AGLE $ALHC $ARWR $AVNS $BCRX $BLFS $CELC $CERT $CHE $ENOV $DVA $DXCM $EW $EMBC $FHTX $HQY $INSP $PODD"  
[X Link](https://x.com/DoodadDoctor/status/2024269249405923335)  2026-02-18T23:46Z [---] followers, [--] engagements


"(2/4) Deerfield Q425 13F Changes: Increased: $ITGR $LH $LEGN $MDXG $MNPR $PHR $PRAX $PBH $RDNT $SVRA $SYK $GPCR $TNDM $TMDX $TRUP $VERA $PHVS Decreased: $ALGN $ATEC $ATRC $BRBR $BBNX $BSX $BKD $AZTA $CPRX $CNC $COGT $CNMD $COO $CRMD $CRVL $CGEM $DAWN $IRON $NVST $IRTC $IART https://twitter.com/i/web/status/2024269454683885888 https://twitter.com/i/web/status/2024269454683885888"  
[X Link](https://x.com/DoodadDoctor/status/2024269454683885888)  2026-02-18T23:47Z [---] followers, [--] engagements


"(2/4) Eversept Q425 13F Changes: Increased: $ABVX $ACAD $IVVD $AMRN $ARDX $ARQT $AVTR $BCRX $BIIB $BVS $BRKR $CPRX $CLDX $CNC $CYH $CTNM $DHR $EHTH $FTRE $GERN $GSKN.MX $HQY $HUM $PODD $ISRG $LQDA $MRVI $MOH $PNTG $PLRX $RLAY $RVP $SRZN $TYRA $VERA $ICLR $IFRX https://twitter.com/i/web/status/2024270066162790555 https://twitter.com/i/web/status/2024270066162790555"  
[X Link](https://x.com/DoodadDoctor/status/2024270066162790555)  2026-02-18T23:49Z [---] followers, [---] engagements


"(3/4) Eversept Q425 13F Changes: Decreased: $ALEC $ELV $BCYC $BMRN $TECH $DVAX $EWTX $EOLS $HCA $ILMN $QQQ $IONS $MNKD $NTRA $NVAX $PKI $RAPP $REGN $SPRY $GPCR $SNDX $TEVA $TVTX $UTHR $UNH $PCVX $VRDN $ZBIO $NAMS $QURE"  
[X Link](https://x.com/DoodadDoctor/status/2024270165114851478)  2026-02-18T23:49Z [---] followers, [--] engagements


"(1/3) Integral Q425 13F Changes: NEW: $BCRX $BIIB $BRKR $CELC $DXCM $EYPT $GOSS $IKT $LNTH $MAZE $MRK $MNMD $PRAX $SGHT $SLNO $GPCR $SNDX $TNGX $TFX $TEVA $UNH $VKTX Increased: $ALHC $ELV $ACLX $ASND $AZN $BEAM $CVS $CAH $CNC $COO $DNTH $DOCS $EW $FMS $GKOS $IRTC https://twitter.com/i/web/status/2024271037756477717 https://twitter.com/i/web/status/2024271037756477717"  
[X Link](https://x.com/DoodadDoctor/status/2024271037756477717)  2026-02-18T23:53Z [---] followers, [--] engagements


"(3/3) Integral Q425 13F Changes: Decreased: $ANRO $APLS $ARWR $BSX $BTSG $CRL $CYTK $ELAN $EHC $NVST $INSM $INSP $MLYS $NRIX $OSCR $DGX $RDNT $TARS $THC $TERN CLOSED: $ACHC $A $DYN $ESPR $EXAS $HOLX $IQV $JNJ $MCK $NVO $PFE $NAMS $PHVS"  
[X Link](https://x.com/DoodadDoctor/status/2024271138273022388)  2026-02-18T23:53Z [---] followers, [--] engagements


"(2/3) PFM Q425 13F Changes: Decreased: $AMLX $ARGX $AXSM $BBIO $CVS $CRBU $CNTA $CMPS $IRON $EW $HCA $ISRG $LLY $MBX $MRK $NEO $OSCR $OM $PEN $PRAX $RVMD $RZLT $RYTM $GPCR $SNDX $THC $UTHR $UHS $VEEV $VERA $ICLR $INDV.L $QURE"  
[X Link](https://x.com/DoodadDoctor/status/2024271600107790526)  2026-02-18T23:55Z [---] followers, [--] engagements


"(2/3) Parkman Q425 13F Changes: Increased: $STOK $SYK $VERA $WAY $LIVN Decreased: $AGLE $AGIO $ALNY $ATEC $FOLD $AMLX $ACLX $ASMB $AXGN $BCRX $BIIB $BFLY $CVRX $CSTL $CERT $CMPS $COO $QDEL $CRNX $AORT $DHR $DOCS $EWTX $EW $IMNM $NSPR $MNKD $MLYS $NBIX $NUVL $OVID $PTCT $PGEN https://twitter.com/i/web/status/2024272025443770446 https://twitter.com/i/web/status/2024272025443770446"  
[X Link](https://x.com/DoodadDoctor/status/2024272025443770446)  2026-02-18T23:57Z [---] followers, [--] engagements


"(3/3) Parkman Q425 13F Changes: Decreased: $PTGX $RPID $RXST $SDGR $WGS $SIBN $SNDX $THC $TERN $TVTX $TMCI $RARE $UPB $VCYT $VRDN $XENE $XERS $ZBH $KNSA $ENTX $URGN $QGEN $QURE CLOSED: $ABVX $ASND $BMRN $TVRD $DVAX $INCY $QQQ $LLY $MASS $OM $UTHR"  
[X Link](https://x.com/DoodadDoctor/status/2024272071690195141)  2026-02-18T23:57Z [---] followers, [--] engagements


"(1/3) Perceptive Q425 13F Changes: NEW: $IVVD $AXGN $BCRX $BIIB $CVS $CAPR $CDTX $COGT $DHR $DXCM $IRON $GKOS $GRAL $GH $IOVA $LENZ $MIRM $OLMA $RLAY $SABS $XBI $SVRA $SDGR $TNGX $TECX $TENX $XFOR $BHVN $JAZZ $KMTS $OCS"  
[X Link](https://x.com/DoodadDoctor/status/2024272337126695132)  2026-02-18T23:58Z [---] followers, [--] engagements


"(2/3) Perceptive Q425 13F Changes: Increased: $ABVX $AGLE $ANRO $APGE $ATHA $BLTE $BBNX $BSX $CAI $CELC $CTNM $DYN $EWTX $ENGN $EXAS $IMVT $INBX $ISRG $KOD $NUVL $NRIX $ORKA $PRAX $PTGX $RAPT $RAPP $RGEN $RYTM $TVTX $VRDN $ZYME $ROIV $IMTX"  
[X Link](https://x.com/DoodadDoctor/status/2024272413983203754)  2026-02-18T23:58Z [---] followers, [---] engagements


"(1/2) RTW Q425 13F Changes: NEW: $APLS $ARWR $BEAM $CAPR $CSTL $CELC $IRON $ERAS $FDMT $HNGE $IRTC $IMVT $PODD $IVA $IQV $KLRS $KOD $KYMR $MNMD $RGEN $SVRA $GPCR $TNGX $CBIO $ATAI Increased: $AGLE $ALUR $BLTE $CGON $COGT $CMPS $CRNX $INSM $ORKA $RDNT $RAPT $REPL $STOK $TARS $VSTM $XNCR $ZLAB $GHRS $IMTX $WVE"  
[X Link](https://x.com/DoodadDoctor/status/2024272819916259439)  2026-02-19T00:00Z [---] followers, [---] engagements


"(2/2) RTW Q425 13F Changes: Decreased: $AXSM $BBNX $CNTA $CRVS $XGN $ISRG $NTRA $PTGX $SYK $TSHA $RARE $QURE CLOSED: $ABVX $ADGM $AKRO $ALEC $RNA $CTMX $DYN $GEHC $LENZ $PEPG $DGX $MRUS"  
[X Link](https://x.com/DoodadDoctor/status/2024272880947589346)  2026-02-19T00:00Z [---] followers, [--] engagements


"(1/2) Sectoral Q425 13F Changes: NEW: $CARL $COGT $INSP $LENZ $NKTR Increased: $ABT $ABBV $AMGN $AXSM $BSX $DXCM $EW $HNGE $JNJ $MRK $OMDA $RDNT $SI $SYK $SMMT $TEM $UTHR $UNH $VERA $VRTX Decreased: $ALHC $ALNY $FOLD $RCUS $ARGX $AVBP $ASND $AZN $ONC $BMRN $BIIB $BNTX $BBIO $CYTK $GILD $ILMN $INCY https://twitter.com/i/web/status/2024273505123185115 https://twitter.com/i/web/status/2024273505123185115"  
[X Link](https://x.com/DoodadDoctor/status/2024273505123185115)  2026-02-19T00:03Z [---] followers, [--] engagements


"(2/2) Sectoral Q425 13F Changes: Decreased: $INSM $ISRG $IONS $KURA $LLY $MDGL $MLYS $MRNA $NBIX $ORIC $PTCT $PFE $PRVA $RAPP $REGN $SPRY $GPCR $SNDX $TARS $TECX $TRVI $VTYX $JAZZ $ROIV $RPRX $IMTX $QURE CLOSED: $ANAB $BCAX $BMY $CI $TIL $MBX $MLTX $PVLA $XBI $SLDB $PCVX $ZLAB $ZBIO $MRUS https://twitter.com/i/web/status/2024273586848952721 https://twitter.com/i/web/status/2024273586848952721"  
[X Link](https://x.com/DoodadDoctor/status/2024273586848952721)  2026-02-19T00:03Z [---] followers, [--] engagements


"(1/3) SilverArc Q425 13F Changes: NEW: $ADGM $AGLE $CTMX $EWTX $FDMT $FULC $GH $IBIO $IMNM $KYMR $PFE $RLAY $SLNO $SRZN $TARS $XFOR Increased: $BNTC $CCCC $CELC $CNTA $CERS $COGT $CTNM $DNTH $KALV $KOD $MLYS $GLUE $PRAX $SNDX $VCYT $VRDN $CGEN $URGN https://twitter.com/i/web/status/2024273935198761075 https://twitter.com/i/web/status/2024273935198761075"  
[X Link](https://x.com/DoodadDoctor/status/2024273935198761075)  2026-02-19T00:04Z [---] followers, [--] engagements


"(2/3) SilverArc Q425 13F Changes: Decreased: $ABEO $AARD $ABVX $AMLX $ASND $AVTX $AZYO $BIIB $CLDX $CGON $CMPX $ERAS $GUTS $GOSS $INSM $LXEO $NUVL $OLMA $ORIC $RAPP $RYTM $SION $TELA $TRVI $PCVX $QURE"  
[X Link](https://x.com/DoodadDoctor/status/2024273984183845131)  2026-02-19T00:05Z [---] followers, [---] engagements


"(3/3) SilverArc Q425 13F Changes: CLOSED: $AKRO $ARCT $RNA $BCAX $BDSX $BBOT $CAMP $CDTX $CRNX $CYTK $DCTH $DYN $ELVN $EYPT $IMVT $LBRX $MBX $MRSN $MODD $MLTX $NKTR $SRRK $VSTM $ALKS $KNSA $ZURA $PHVS"  
[X Link](https://x.com/DoodadDoctor/status/2024274019046793604)  2026-02-19T00:05Z [---] followers, [--] engagements


"(2/2) Sofinnova Q425 13F Changes: Decreased: $APGE $RCUS $RNA $AXSM $BBIO $COGT $DXCM $EWTX $EXAS $GKOS $IDYA $PRAX $RAPP $SVRA $SLNO $UTHR $ROIV $QURE $WVE CLOSED: $AKRO $BSX $GILD $IBB $LQDA $PTCT $XBI $SRRK $SMMT $MRUS"  
[X Link](https://x.com/DoodadDoctor/status/2024274217122910570)  2026-02-19T00:05Z [---] followers, [--] engagements


"(2/2) Stonepine Q425 13F Changes: Decreased: $ACAD $AYTU $BIOA $DAWN $ENTA $GERN $KMPH $KZR $KPRX $MNKD $OABI $PMVP $PLRX $LUNG $SRZN $XOMA $XFOR CLOSED: $AADI $ABVX $GRCE $ACRS $ALMS $ANGO $AQST $ARDX $CTMX $DVAX $HCAT $JSPR $LRMR $PCSA $RZLT $SVRA $SLNO $SNDX $VNDA $VIR $ESTA"  
[X Link](https://x.com/DoodadDoctor/status/2024274428683501713)  2026-02-19T00:06Z [---] followers, [---] engagements


"(1/4) Tang Q425 13F Changes: NEW: $ABEO $RNA $BMY $CAPR $CORT $SPY $WVE Increased: $ANIP $BNTX $HRMY $HRTX $IDYA $IMCR $MRNA $PMVP $PLRX $VSTM $CBIO $TBPH"  
[X Link](https://x.com/DoodadDoctor/status/2024276408449564812)  2026-02-19T00:14Z [---] followers, [---] engagements


"(2/5) Tang Q425 13F Changes: Decreased: $ACAD $AGLE $ANAB $ARVN $AVIR $CELC $CHRS $CMPX $DVAX $ERAS $EOLS $META $FATE $GLPG $GSKN.MX $INSM $KALV $KZR $LENZ $NMRA $NKTX $NVDA $NUVL $NUVB $PGEN $REGN $RVMD $RCKT $SRPT $TARS $TCRX $PCVX $VTYX $VKTX $VRDN $ZYME $KNSA $URGN $ADMA $LIFE $ABCL $IVVD $ACET $BABA $ALL $ALMS $AMZN $AAT $AXP https://twitter.com/i/web/status/2024276453219848373 https://twitter.com/i/web/status/2024276453219848373"  
[X Link](https://x.com/DoodadDoctor/status/2024276453219848373)  2026-02-19T00:14Z [---] followers, [--] engagements


"(5/5) Tang Q425 13F Changes: CLOSED: $REPL $SNY $SEE $SEER $WGS $SHW $SLNO $SMMT $STRO $SNDX $TMUS $TSHA $TECX $TXN $TGTX $ULTA $UAL $UNH $VNDA $VERA $VZ $VTRS $V $VOR $WMT $WHR $ZNTL $AVDL $GHRS $JAZZ $CRSP $MRUS"  
[X Link](https://x.com/DoodadDoctor/status/2024276584287412583)  2026-02-19T00:15Z [---] followers, [--] engagements


"@Koshirolzumi @GeneInvesting Cause I already have a sizable short position. That was just for an easy quick profit since it was obvious that the move wouldnt sustain. Why did longs overwhelmingly immediately start taking profits the second it hit 17"  
[X Link](https://x.com/DoodadDoctor/status/2016267650242916361)  2026-01-27T21:50Z [--] followers, [--] engagements


"It didnt get the Titans any Super Bowl appearances. And Sean Payton was [--] points away from getting there with a dog shit backup QB. Sean Payton (Saints): [------] (61.5%) Mike McCarthy (GB DAL): [-------] (60.6%) Andy Reid (Eagles): [------] (58.3%) Mike Vrabel (Titans): [----] (54.5%) Super Bowls: Payton (1) McCarthy (1) Reid (0) Vrabel (0) https://twitter.com/i/web/status/2016452321761173594 https://twitter.com/i/web/status/2016452321761173594"  
[X Link](https://x.com/DoodadDoctor/status/2016452321761173594)  2026-01-28T10:04Z [--] followers, [--] engagements


"@Investor_Jelle @Leo_Traydes Have you considered the opportunity cost If you bought for the long-term [--] years ago you are down -15%. If you simply bought VOO instead you made +90%"  
[X Link](https://x.com/DoodadDoctor/status/2016462238446489903)  2026-01-28T10:43Z [--] followers, [--] engagements


"I dont think Trump is trying to induce panic. White House has consistently given tone since day [--] that they plan to/ will favor controlling spending and when it comes to MA arent focused on supporting insurer profitability and/ or answering to lobbyists. Even if the rate is revised higher they are never going to be MA-friendly and this will continue to create margin pressure for the foreseeable future https://twitter.com/i/web/status/2016479826786332699 https://twitter.com/i/web/status/2016479826786332699"  
[X Link](https://x.com/DoodadDoctor/status/2016479826786332699)  2026-01-28T11:53Z [--] followers, [--] engagements


"Sure. But its still going to be much lower than models forecasted and overall bearish for MA insurers. The admin ha been very adamantly focused on controlling spending and not supporting MA profitability. The White House still controls the direction. Markets care about uncertainty + posture not just the final basis points on rates. Trump isnt controlled by lobbyists like nearly every president before him. https://twitter.com/i/web/status/2016498389832048716 https://twitter.com/i/web/status/2016498389832048716"  
[X Link](https://x.com/DoodadDoctor/status/2016498389832048716)  2026-01-28T13:07Z [--] followers, [--] engagements


"@adamfeuerstein @bullishbruk They always claim that the short sellers are throwing around FUD when they support their thesis. Yet longs are constantly running around hyping up immense upside or 10x opportunity or incredibly undervalued turds with no thesis at all"  
[X Link](https://x.com/DoodadDoctor/status/2017028169555923012)  2026-01-30T00:12Z [--] followers, [---] engagements


"@0xleegenz @grok is this real"  
[X Link](https://x.com/DoodadDoctor/status/2018514086099571045)  2026-02-03T02:37Z [--] followers, [---] engagements


"Great write-up. Id also add that its not just the currently commercialized drugs that lonvo-z looks subpar against. $PHVS has a very strong HAE prophylaxis candidate deucrictibant which has shown 90% mean attack reduction and importantly is oral. Against that backdrop physicians may have a hard time justifying a one-time irreversible treatment when there are already more effective lower-risk options available with additional high-quality therapies likely coming behind them. especially given the toxicity signals Intellia has shown thus far in trials."  
[X Link](https://x.com/DoodadDoctor/status/2018532893287403643)  2026-02-03T03:51Z [--] followers, [--] engagements


"@StonkChris This is why they say dont invest in anything you dont understand and you clearly dont understand the sector. Plenty of companies that are competitors of $NVO + $UNH have been strong"  
[X Link](https://x.com/DoodadDoctor/status/2018905117727003099)  2026-02-04T04:31Z [--] followers, [---] engagements


"The key word is living. You dont have to take the chance that you are in the 1% that experiences g4 liver enzyme elevations. Over 70% of Americans take a medication daily without any inconvenience to their life for the [--] second it takes out of their day. That % increases as age range gets older. And payers are willing to cover it because of the known efficacy and safety profile. So you dont have to come up with [--] million dollars and again GET to keep living https://twitter.com/i/web/status/2019433180894298247 https://twitter.com/i/web/status/2019433180894298247"  
[X Link](https://x.com/DoodadDoctor/status/2019433180894298247)  2026-02-05T15:29Z [--] followers, [--] engagements


"Do all gaps get filled $ocul Some upcoming short ideas for December and Q126 after $CAPR: $CGEM (sorry longs) $OCUL $BDTX $VNDA Long-term short: $NTLA $SRPT Near-Term Longs: $PVLA $IRON $PHVS $TVTX Long-Term Longs: $INSM $RLAY $CNTA $OVID $PEPG Some upcoming short ideas for December and Q126 after $CAPR: $CGEM (sorry longs) $OCUL $BDTX $VNDA Long-term short: $NTLA $SRPT Near-Term Longs: $PVLA $IRON $PHVS $TVTX Long-Term Longs: $INSM $RLAY $CNTA $OVID $PEPG"  
[X Link](https://x.com/DoodadDoctor/status/2002160179077365909)  2025-12-19T23:32Z [---] followers, [----] engagements


"@seedy19tron I am assuming you exited $NAMS; also a name thats traded range-bound but seems excitement has worn off. Wondering what triggered your quit exit or if it was simply reallocating to better/ nearer-term opps"  
[X Link](https://x.com/DoodadDoctor/status/2011608997686886896)  2026-01-15T01:18Z [--] followers, [---] engagements


"@tallnfat @A_May_MD @Sanctuary_Bio No more like $NTLA. $ASND has February PDUFA and is on the horizon of profitability. Not just hopes and prayers"  
[X Link](https://x.com/DoodadDoctor/status/2014391455347835125)  2026-01-22T17:35Z [--] followers, [---] engagements


"OMG. @ARKInvest CEO Cathie Wood who is the largest institutional owner of $NTLA and biggest cheerleader for CRSPR Gene Editing stocks thesis on the space will BLOW YOUR MIND. Her flagship fund $ARKK is down -50% over the last [--] years. Our analysts who are very young & fresh from school have experimented with CRSPR Gene Editing which is not true in the financial world Apple has a $2T market cap but it has not cured disease AI will lead to a drop in trial failures and increase returns on R&D to higher than 30% She is the largest shareholder of $NTLA and her thesis is that her analysts who are"  
[X Link](https://x.com/DoodadDoctor/status/2014410318743560700)  2026-01-22T18:50Z [---] followers, [----] engagements


"@Investorclimber @houndcl But you didnt close the position. Why"  
[X Link](https://x.com/DoodadDoctor/status/2014533098742906926)  2026-01-23T02:58Z [--] followers, [--] engagements


"Honestly between the plethora of fake rumors spread by @WSJ the last [--] years for pump/ dumps the predictions market uptick and these blatant MNPI trades by politicians the spread on the wealth gap is boutta hit an all time high. Keep an eye on this one ✍ Rep. Kevin Hern just sold off his entire $500000 position in United Health $UNH His note in the filing was "Sell to close" Hern sits on the House Subcommittee on Health https://t.co/qLaGuZSwxS Keep an eye on this one ✍ Rep. Kevin Hern just sold off his entire $500000 position in United Health $UNH His note in the filing was "Sell to close""  
[X Link](https://x.com/anyuser/status/2015929743682466031)  2026-01-26T23:27Z [--] followers, [---] engagements


"$NTLA went parabolic at open @DoodadDoctor @tummms98 @GeneInvesting At last reporting (Dec 31st) 40% of float was short betting nothing resumes. What exactly are you sizing into when short thesis is gone The covering when market opens will be epic 40% is ludicrously high. Will go parabolic. @DoodadDoctor @tummms98 @GeneInvesting At last reporting (Dec 31st) 40% of float was short betting nothing resumes. What exactly are you sizing into when short thesis is gone The covering when market opens will be epic 40% is ludicrously high. Will go parabolic"  
[X Link](https://x.com/anyuser/status/2016161179282952616)  2026-01-27T14:47Z [--] followers, [---] engagements


"MCOs this morning #cooked $UNH $HUM $ALHC $CVS $HUM #medicareadvantage #unitedhealth"  
[X Link](https://x.com/anyuser/status/2016170135577407496)  2026-01-27T15:23Z [--] followers, [---] engagements


"I tried to warn you all about $OCUL Very successful short since $13-$16 additions. Covering 70% here dont feel like holding through February data. Not that I think it will surpass expectations - wet AMD has a high bar - but Ive made 40% on the trade and not worth the risk. May re-short after depending on the readout. Do all gaps get filled $ocul https://t.co/ixioVXvH5Q Do all gaps get filled $ocul https://t.co/ixioVXvH5Q"  
[X Link](https://x.com/DoodadDoctor/status/2017295099756220634)  2026-01-30T17:53Z [--] followers, [----] engagements


"Not good $ocul I tried to warn you all about $OCUL Very successful short since $13-$16 additions. Covering 70% here dont feel like holding through February data. Not that I think it will surpass expectations - wet AMD has a high bar - but Ive made 40% on the trade and not worth the risk. I tried to warn you all about $OCUL Very successful short since $13-$16 additions. Covering 70% here dont feel like holding through February data. Not that I think it will surpass expectations - wet AMD has a high bar - but Ive made 40% on the trade and not worth the risk"  
[X Link](https://x.com/DoodadDoctor/status/2017301871631724668)  2026-01-30T18:20Z [--] followers, [----] engagements


"RT @A_May_MD: $NTLA down 25% since the cultists tried to dunk on me after the hold lift. Down 15% since the high $15s when I made the po"  
[X Link](https://x.com/anyuser/status/2018472481066291284)  2026-02-02T23:51Z [--] followers, [--] engagements

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