[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DwightS2025 Dwight Shrewd A patent battle between $ASND and $BMRN has been won by $ASND in Europe. This development has significant implications and potential read-throughs for $ASND. There are also speculations about a potential partnership or acquisition between $ASND and $NVO. ### Engagements: XXX [#](/creator/twitter::1965835997507141632/interactions)  - X Week XXXXX +62% - X Month XXXXXX +13% ### Mentions: X [#](/creator/twitter::1965835997507141632/posts_active)  - X Week XX -XX% - X Month XX +26% ### Followers: XXX [#](/creator/twitter::1965835997507141632/followers)  - X Week XXX +9.40% - X Month XXX +40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1965835997507141632/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) **Social topic influence** [$asnd](/topic/$asnd) #1, [$nvo](/topic/$nvo) #106, [$5b](/topic/$5b) #14, [$argx](/topic/$argx) #10, [$alny](/topic/$alny) #10, [$legn](/topic/$legn), [target](/topic/target), [$sny](/topic/$sny), [at least](/topic/at-least), [nvo](/topic/nvo) **Top accounts mentioned or mentioned by** [@tallnfat](/creator/undefined) [@tbuttersnoops](/creator/undefined) [@bbleakers](/creator/undefined) [@aafree](/creator/undefined) [@researchpulse1](/creator/undefined) [@applehelix](/creator/undefined) [@seedy19tron](/creator/undefined) [@bionavgator](/creator/undefined) [@bb_leakers](/creator/undefined) [@balabioresearch](/creator/undefined) [@smiuffy](/creator/undefined) [@houndcl](/creator/undefined) [@pikacapital](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@wallstsai](/creator/undefined) [@persimmonti](/creator/undefined) [@amaymd](/creator/undefined) [@silbersher](/creator/undefined) [@jedimindtrick](/creator/undefined) [@jfais20](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Synthetify (SNY)](/topic/$sny) [Insmed, Inc. (INSM)](/topic/$insm) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Amgen, Inc. (AMGN)](/topic/$amgn) [Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Pfizer, Inc. (PFE)](/topic/$pfe) ### Top Social Posts Top posts by engagements in the last XX hours "$ASND now profitable with an EPS ramp to $XX by 2030 based on stated target of $5B do they become the next $ARGX or $ALNY or do they get consolidated by $NVO or $SNY Either way is a healthy return from here but at least would be no more conference calls 😂" [X Link](https://x.com/DwightS2025/status/1989366293649379818) 2025-11-14T16:14Z XXX followers, XXX engagements "@tallnfat Silver lining of not getting respect like $INSM $ALNY $ARGX is those are too rich to be acquired. For every BP who missed those I imagine they dont want to miss $ASND" [X Link](https://x.com/DwightS2025/status/1997042895623221296) 2025-12-05T20:38Z XXX followers, XXX engagements "$ASND well they sure were next in the cue for FDA but not the PR we hoped for. Sure sounds to me even more benign than $RYTM extension. Label and manufacturing fully cleared. Think approval inside a month. Given CRL fears I bet stock trades up tmrw. Prob of approval went up" [X Link](https://x.com/DwightS2025/status/1993510029044203779) 2025-11-26T02:40Z XXX followers, XXX engagements "$AMGN open comments on rare disease Biz Dev and how happy they were with HZNP sure sound like they are gearing up for another Rare acq. Given they went for big Revs and cash flow last time $ASND would make a ton of sense to layer on the HZNP biz. More than just $NVO at table" [X Link](https://x.com/DwightS2025/status/1996592068756382091) 2025-12-04T14:46Z XXX followers, XXX engagements "Big PFS of XXXX months from $LEGN at ash in X prior lines of therapy pts (apples to apples with $ACLX Imagine 1). Bar has been raised and Im skeptical $ACLX and $GILD will come even close to this. Years behind and very marginal safety benefit in mkt driven by efficacy" [X Link](https://x.com/DwightS2025/status/1997476412987769220) 2025-12-07T01:21Z XXX followers, XXX engagements "@ldbioinv Its incredible they get a free pass from sell side. Most promotional team ever so refusing to disclose just tells you they are terrible relative to $LEGN" [X Link](https://x.com/DwightS2025/status/1997830759269404797) 2025-12-08T00:49Z XXX followers, XXX engagements "@Bionavgator @seedy19tron @AaronRosenblum5 Exactly. $ASND stands alone at $12b with $5b sales by 2030 and $6-8b potential. Every other promising co with that trajectory has re rated to the point of zero ROIV for BP. This mgmt discount affords the opportunity for everyone" [X Link](https://x.com/DwightS2025/status/1997477517553524896) 2025-12-07T01:25Z XXX followers, XXX engagements "@tallnfat Dec XXX XXX XXX. And Jan XXX strikes" [X Link](https://x.com/DwightS2025/status/1998858989246022098) 2025-12-10T20:54Z XXX followers, XX engagements "$NVO fireside chat today referenced urgency to move $ASND partnered programs fwd as they are behind $PFE now on QM. Given 8-week trial and move straight to P3 = quick path to mkt / quick answer if TransCon QM can drastically cut GI AEs. Massive $ASND DCF driver not in models" [X Link](https://x.com/DwightS2025/status/1999533405281652777) 2025-12-12T17:34Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DwightS2025 Dwight ShrewdA patent battle between $ASND and $BMRN has been won by $ASND in Europe. This development has significant implications and potential read-throughs for $ASND. There are also speculations about a potential partnership or acquisition between $ASND and $NVO.
Social category influence stocks finance
Social topic influence $asnd #1, $nvo #106, $5b #14, $argx #10, $alny #10, $legn, target, $sny, at least, nvo
Top accounts mentioned or mentioned by @tallnfat @tbuttersnoops @bbleakers @aafree @researchpulse1 @applehelix @seedy19tron @bionavgator @bb_leakers @balabioresearch @smiuffy @houndcl @pikacapital @adamfeuerstein @wallstsai @persimmonti @amaymd @silbersher @jedimindtrick @jfais20
Top assets mentioned Novo-Nordisk (NVO) Alnylam Pharmaceuticals, Inc. (ALNY) Synthetify (SNY) Insmed, Inc. (INSM) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Amgen, Inc. (AMGN) Arcellx, Inc. Common Stock (ACLX) Gilead Sciences, Inc. (GILD) Pfizer, Inc. (PFE)
Top posts by engagements in the last XX hours
"$ASND now profitable with an EPS ramp to $XX by 2030 based on stated target of $5B do they become the next $ARGX or $ALNY or do they get consolidated by $NVO or $SNY Either way is a healthy return from here but at least would be no more conference calls 😂"
X Link 2025-11-14T16:14Z XXX followers, XXX engagements
"@tallnfat Silver lining of not getting respect like $INSM $ALNY $ARGX is those are too rich to be acquired. For every BP who missed those I imagine they dont want to miss $ASND"
X Link 2025-12-05T20:38Z XXX followers, XXX engagements
"$ASND well they sure were next in the cue for FDA but not the PR we hoped for. Sure sounds to me even more benign than $RYTM extension. Label and manufacturing fully cleared. Think approval inside a month. Given CRL fears I bet stock trades up tmrw. Prob of approval went up"
X Link 2025-11-26T02:40Z XXX followers, XXX engagements
"$AMGN open comments on rare disease Biz Dev and how happy they were with HZNP sure sound like they are gearing up for another Rare acq. Given they went for big Revs and cash flow last time $ASND would make a ton of sense to layer on the HZNP biz. More than just $NVO at table"
X Link 2025-12-04T14:46Z XXX followers, XXX engagements
"Big PFS of XXXX months from $LEGN at ash in X prior lines of therapy pts (apples to apples with $ACLX Imagine 1). Bar has been raised and Im skeptical $ACLX and $GILD will come even close to this. Years behind and very marginal safety benefit in mkt driven by efficacy"
X Link 2025-12-07T01:21Z XXX followers, XXX engagements
"@ldbioinv Its incredible they get a free pass from sell side. Most promotional team ever so refusing to disclose just tells you they are terrible relative to $LEGN"
X Link 2025-12-08T00:49Z XXX followers, XXX engagements
"@Bionavgator @seedy19tron @AaronRosenblum5 Exactly. $ASND stands alone at $12b with $5b sales by 2030 and $6-8b potential. Every other promising co with that trajectory has re rated to the point of zero ROIV for BP. This mgmt discount affords the opportunity for everyone"
X Link 2025-12-07T01:25Z XXX followers, XXX engagements
"@tallnfat Dec XXX XXX XXX. And Jan XXX strikes"
X Link 2025-12-10T20:54Z XXX followers, XX engagements
"$NVO fireside chat today referenced urgency to move $ASND partnered programs fwd as they are behind $PFE now on QM. Given 8-week trial and move straight to P3 = quick path to mkt / quick answer if TransCon QM can drastically cut GI AEs. Massive $ASND DCF driver not in models"
X Link 2025-12-12T17:34Z XXX followers, XXX engagements
/creator/x::DwightS2025