#  @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 $NVO. ### Engagements: [-----] [#](/creator/twitter::1965835997507141632/interactions)  - [--] Week [-----] +304% - [--] Month [------] -44% ### Mentions: [--] [#](/creator/twitter::1965835997507141632/posts_active)  - [--] Month [--] -64% ### Followers: [---] [#](/creator/twitter::1965835997507141632/followers)  - [--] Week [---] +4.80% - [--] Month [---] +19% ### CreatorRank: [---------] [#](/creator/twitter::1965835997507141632/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 34% [finance](/list/finance) 21% [currencies](/list/currencies) 4% [fashion brands](/list/fashion-brands) 1% [technology brands](/list/technology-brands) 1% [social networks](/list/social-networks) 1% **Social topic influence** [$asnd](/topic/$asnd) #3, [$bbio](/topic/$bbio) #13, [target](/topic/target) #2900, [$nvo](/topic/$nvo) 14%, [$bmrn](/topic/$bmrn) #8, [$5b](/topic/$5b) 10%, [$legn](/topic/$legn) 6%, [flow](/topic/flow) 5%, [data](/topic/data) 4%, [peak](/topic/peak) 4% **Top accounts mentioned or mentioned by** [@tallnfat](/creator/undefined) [@tbuttersnoops](/creator/undefined) [@researchpulse1](/creator/undefined) [@nabulsio](/creator/undefined) [@applehelix](/creator/undefined) [@joserestonva](/creator/undefined) [@seedy19tron](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@silbersher](/creator/undefined) [@jfais20](/creator/undefined) [@jedimindtrick](/creator/undefined) [@aafree](/creator/undefined) [@bionavgator](/creator/undefined) [@ldbioinv](/creator/undefined) [@mrlandnews](/creator/undefined) [@pikacapital](/creator/undefined) [@randombiothinks](/creator/undefined) [@agent0088156721](/creator/undefined) [@snackbiotech](/creator/undefined) [@peterkolchinsky](/creator/undefined) **Top assets mentioned** [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Novo-Nordisk (NVO)](/topic/$nvo) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Legend Biotech Corp (LEGN)](/topic/$legn) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Johnson & Johnson (JNJ)](/topic/$jnj) [Amgen, Inc. (AMGN)](/topic/$amgn) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Insmed, Inc. (INSM)](/topic/$insm) [Abivax SA (ABVX)](/topic/$abvx) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Pfizer, Inc. (PFE)](/topic/$pfe) ### Top Social Posts Top posts by engagements in the last [--] hours "@ResearchPulse1 I have heard NVo R&D head says data by ADA in June but I havent confirmed. [--] week trial so seem tight but doable" [X Link](https://x.com/DwightS2025/status/2022051957939351698) 2026-02-12T20:55Z [---] followers, [---] engagements "$BBIO a lot of publications highlighting risk of FGFR MOA in neural devt. Would not ignore this safety concern after such a short trial. FDA will focus on this. For example: https://pubmed.ncbi.nlm.nih.gov/21867876/ https://pubmed.ncbi.nlm.nih.gov/21867876/" [X Link](https://x.com/anyuser/status/2019798212404564425) 2026-02-06T15:39Z [---] followers, [---] engagements "$BMRN as a long time bear even I think these guys can win/maintain share vs $BBIO given safety overhang and parent choice. Both will cede max share to $ASND but Id say $BMRN will still dunk on $BBIO and has a free call option for when FDA rejects Infi on safety" [X Link](https://x.com/DwightS2025/status/2022322957821882390) 2026-02-13T14:52Z [---] followers, [---] engagements "$ASND flagging under appreciated catalyst at JPM on [--] months COACH data. Will catalyze models to update for best in class efficacy (up to 3x competitors AGV) without safety risk you get with $BBIO (which is shockingly under appreciated)" [X Link](https://x.com/DwightS2025/status/2001301871344939365) 2025-12-17T14:42Z [---] followers, [---] engagements "$ASND I read the final close out proceedings docket by UPC (out today). In addition to invalidating $BMRN patent in a victory for $ASND court requiring $BMRN to pay ASND 900k Euro for filing a frivolous suit. Talk about a waste of everyones time and only angered pt groups" [X Link](https://x.com/DwightS2025/status/2005701875237281837) 2025-12-29T18:06Z [---] followers, [----] engagements "@nabulsio UPC case is closed. $ASND won and $BMRN had to pay them 1m fo filing a frivolous suit. Its in the filing you can read it yourself" [X Link](https://x.com/DwightS2025/status/2010804238453260449) 2026-01-12T20:01Z [---] followers, [---] engagements "@silbersher Care to revise your [----] thesis that BMRN would win in EU now that they lost miserably their patent was invalidated and they were forced to pay $ASND 1m+ in fees" [X Link](https://x.com/DwightS2025/status/2012194203909161331) 2026-01-16T16:04Z [---] followers, [---] engagements "$BBIO the R/R into data is just so bad. Efficacy bar gone up dramatically and is much higher than their P2 which they will whiff. Plus safety overhang from off target tox in kids cant be answered in short trial" [X Link](https://x.com/anyuser/status/2019488254282584146) 2026-02-05T19:08Z [---] followers, [----] engagements "$BBIO its crazy to me that investors are so blindly enthusiastic for Infigratinib" [X Link](https://x.com/DwightS2025/status/2020902005925871627) 2026-02-09T16:45Z [---] followers, [----] engagements "@tallnfat Im just curious how many BBIO bulls would honestly put their own kids on this drug without [--] year safety data that doesnt show the cumulative tox we saw at higher doses. Probably zero" [X Link](https://x.com/DwightS2025/status/2021962058594717827) 2026-02-12T14:58Z [---] followers, [---] engagements "$ASND looking at Street mkt models has Vox peak of $1.8b Infigratinib at $900m and Transcon CNP at $740m. Cant recall another therapeutic mkt so poorly modeled by sell side. I estimate 100-200% upside to $ASND CNP numbers by [----]. $BBIO $BMRN" [X Link](https://x.com/anyuser/status/2016570033464394067) 2026-01-28T17:52Z [---] followers, [----] engagements "$ASND still amazes me that there is zero value or investor credit for Q monthly GLP. fastest path to market of all options for Transcon Sema. The technology should cut GI AEs by 50-75% and ASND books a 6% royalty with zero costs. Data this year a surprise catalyst imo" [X Link](https://x.com/DwightS2025/status/2018721075677343981) 2026-02-03T16:19Z [---] followers, [---] engagements "$BBIO think about the Dr/Parent convo: heres a drug that is not even half as efficacious as the new SOC has a high off target tox rate previously showing permanent blindness. tox profile also impedes brain neural devt. But you can sprinkle on corn flakes Interested" [X Link](https://x.com/DwightS2025/status/2020902866420990171) 2026-02-09T16:49Z [---] followers, [---] engagements "$ASND would expect generalist buying to continue in NT. $1B Rev RR going to $5B by [----] and already minting real cash with $500m+ in [--]. Cash flow generation is profound and makes them a needle moving M&A target for any BP. CNP Approval sounds imminent" [X Link](https://x.com/DwightS2025/status/2021750123361874185) 2026-02-12T00:56Z [---] followers, [---] engagements "$ASND call tonight was a good listen when discussing the danger of off target tox from $BBIO non specific FGFR inhibitor. Will be hard for parents to accept neurotox risk with only short term data and inferior efficacy vs COACH. FDA will likely question that risk/benefit too" [X Link](https://x.com/anyuser/status/2021751009698001162) 2026-02-12T00:59Z [---] followers, [---] engagements "$ASND Stifel ups target to $325 from $256" [X Link](https://x.com/DwightS2025/status/2021917217940472057) 2026-02-12T12:00Z [---] followers, [---] engagements "$BBIO this will be an unpopular opinion Im sure but with ending AHV the exact same as CNP alone and efficacy only 1/3 of COACH data what parent will accept risk of blindness and neurotox to take an oral Trial too short to show FGFR2 mediated tox. Premkt a gift" [X Link](https://x.com/DwightS2025/status/2021931739518472619) 2026-02-12T12:57Z [---] followers, [---] engagements "$BBIO not remotely surprising to see the fade. Only a matter of time before the first case of neuro tox that makes this program DOA. It was a valiant effort to spin this though" [X Link](https://x.com/DwightS2025/status/2021958078951043394) 2026-02-12T14:42Z [---] followers, [---] engagements "$ASND science and safety prevails especially when you are talking about dosing kids chronically" [X Link](https://x.com/DwightS2025/status/2021993082376658964) 2026-02-12T17:01Z [---] followers, [---] engagements "$ASND one observation for astute followers: company has not initiated Buyback yet and remains in blackout window. Why It makes you wonder on recent M&A spec.only thing that would black them out now post EPS. Knowing final label not enough imo. Top M&A 🎯 but who knows" [X Link](https://x.com/DwightS2025/status/2022388933976560054) 2026-02-13T19:14Z [---] followers, [---] engagements "$BBIO prez at UBS suggesting Encaleret will be priced between Crysvita and Exondys51 is pure insanity. Triple the price of Yorvipath every payor will require Yorvi first so you are just funneling any ADH1 pts actually found to $ASND" [X Link](https://x.com/DwightS2025/status/1987965951313162604) 2025-11-10T19:29Z [--] followers, [---] engagements "@tallnfat Yorvipath is approved for all Hypopara pts including ADH1. Those pts also do very very well on Yorvi. So if youre a payor why on earth would you pay 3x for BBIO without first trying Yorvi" [X Link](https://x.com/DwightS2025/status/1987972962188746803) 2025-11-10T19:57Z [--] followers, [---] engagements "@ResearchPulse1 @AppleHelix I believe this program is very much alive and about to enter clinic. 8-week PK/PD trial (2 jabs). If they can show that Transcon addition allows for a 50-75% reduction in GI AEs thru smoothing C-max in a monthly version thats worth a ton. QM Sema is 505b2 so a single P3" [X Link](https://x.com/DwightS2025/status/1988335414831444247) 2025-11-11T19:57Z [--] followers, [---] engagements "@ResearchPulse1 @AppleHelix Yes. One [--] week PK/PD and one P3 followed by filing. Given the titration scheme of GLP is based on avoiding real GI issues its possible they dont even need to titrate. While QM Sema is the first and fastest to mkt deal applies to multiple assets. Could be M&A trigger if +" [X Link](https://x.com/DwightS2025/status/1988340873042518075) 2025-11-11T20:19Z [--] followers, [---] engagements "$ASND dont think AH weakness holds given cadence of Pt adds tilted towards Sept with July/Aug vaca so get partial Revs. Oct adds strong and on CNP in final stages of labeling discussions - approval sounds imminent. Lastly Transcon Sema with $NVO rapidly moving to clinic" [X Link](https://x.com/DwightS2025/status/1988730960389763511) 2025-11-12T22:09Z [--] followers, [----] engagements "$ASND JPM analyst from her call back indicated shipment went out 10/1 vs 9/30 so inventory draw down hit them by 5m Euro. That and Fx prevented a slight beat. July/Aug cadence with vaca prevented even bigger beat. $5B Rev guidance in [----] vs Street $3.3B pretty wide delta" [X Link](https://x.com/DwightS2025/status/1988958836200468845) 2025-11-13T13:15Z [--] followers, [---] engagements "$ASND interesting 1m shares shorted in last [--] weeks likely on hopes of CRL or PDUFA extension. Gonna have to cover given commentary on call last night" [X Link](https://x.com/DwightS2025/status/1988979269410881932) 2025-11-13T14:36Z [--] followers, [---] engagements "$ASND for generalist growth funds has to now be on radar post first profit. [----] Revs of $5B at 92% GM $800m opex and Danish TR is $50 in EPS in [--] years. Has to be the easiest double in commercial mid Bio imo. $NVO is nuts if they dont want to own this" [X Link](https://x.com/DwightS2025/status/1988984311006261439) 2025-11-13T14:56Z [---] followers, [----] engagements "@jfais20 They said last night Transcon Sema rapidly progressing towards clinic. 8-wee PK/PD trial and $NVO has an answer if they have an NCE with QM with a major reduction in GI issues. That alone is enough reason to move on $ASND. And they get $5B rare endo Revs by 2030" [X Link](https://x.com/DwightS2025/status/1989047684653617384) 2025-11-13T19:08Z [--] followers, [---] engagements "@JediMindTrick__ @tbuttersnoops Ive been on the same journey since [--] as well. I think if they ramp to $50/EPS stock should trade to $400-500 by [----]. Thats a pretty strong IRR and who wants to pay taxes after selling Lol" [X Link](https://x.com/DwightS2025/status/1989465520622768510) 2025-11-14T22:48Z [--] followers, [--] engagements "US ITC case pushed again putting final decision at Feb [----]. Another incremental win for $ASND over $BMRN. More time for $ASND to source supply in US which would make entire case moot to begin with" [X Link](https://x.com/DwightS2025/status/1990792217926250678) 2025-11-18T14:40Z [---] followers, [---] engagements "$ASND annoying weakness from call selling. Hats off to whoever made money on said calls in only a few days but closing out creates quick selling pressure by dealer. Good buying opp ahead of imminent FDA approval. Should recover today" [X Link](https://x.com/DwightS2025/status/1991186756771664313) 2025-11-19T16:48Z [---] followers, [---] engagements "$ASND odds of early approval seem high in next few trading days. Upside surprise on label as well with a differentiated safety profile that should resonate well with parents. And doc community seems itching to switch from Vox given $BMRN shenanigans to try and delay" [X Link](https://x.com/DwightS2025/status/1991884851306430484) 2025-11-21T15:02Z [---] followers, [---] engagements "$NVO has never needed a greater sense of urgency to deploy its balance sheet for needle moving growth. IMO across the mid cap space theres no greater industrial logic for them than taking out $ASND" [X Link](https://x.com/DwightS2025/status/1992966739060007169) 2025-11-24T14:41Z [---] followers, [---] engagements "@JoseRestonVA @a_a_free $ASND" [X Link](https://x.com/DwightS2025/status/1992978517483782434) 2025-11-24T15:28Z [---] followers, [---] engagements "$ACLX $LEGN I am hearing per terms of the $JNJ collaboration $LEGN gets half the economics on this KLN asset given the target and JNJ/KLN collab. Based on the stock move I would say this is mostly unknown about $LEGN. Probably should be up" [X Link](https://x.com/DwightS2025/status/1993018944056443252) 2025-11-24T18:08Z [---] followers, [---] engagements "This is super interesting actually. So starting next Q $JNJ has to write a check to $LEGN each Q and dilute their EPS and now also has to pay 50% on KLN future Revs. With no standstill in place why wouldnt $JNJ just NPV this and put a low ball bid of $45 in front of holders" [X Link](https://x.com/DwightS2025/status/1993032781107208233) 2025-11-24T19:03Z [---] followers, [---] engagements "$ASND really setting up for a big move higher on CNP approval and differentiated label this week. Magnitude of underperformance in the last week vs $XBI pretty glaring. And 1m incremental shorts in last [--] weeks not sure they will want to hold into JPM. Thin liquidity days too" [X Link](https://x.com/DwightS2025/status/1993333599559733471) 2025-11-25T14:58Z [---] followers, [---] engagements "@tbuttersnoops Rx of Achon vs linear growth. Body proportionality metrics included. Differentiated safety with no hypotension mentioned. I wonder if they will offer bundle of Skytrofa at a big discount to rapidly switch from Vox. An Achon pt worth 10x Sky pt" [X Link](https://x.com/DwightS2025/status/1993337450035556746) 2025-11-25T15:14Z [--] followers, [--] engagements "$ASND approval imminent I bet - FDA just approved Voyxact which had a Friday PDUFA. Next up is CNP which has a Sunday PDUFA" [X Link](https://x.com/DwightS2025/status/1993418538619461897) 2025-11-25T20:36Z [---] followers, [---] engagements "@tbuttersnoops Agree with you on under the radar event. On 3q call they said it rapidly moving to clinic. Nothing on but possible $NVO running it Ex US My understanding is the manufacturing scale up work needed ahead of clinic was rate limiting step. http://clintrials.gov http://clintrials.gov" [X Link](https://x.com/DwightS2025/status/1993439475574439997) 2025-11-25T21:59Z [---] followers, [---] engagements "$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 $RYTM extension. Label and manufacturing fully cleared. Think approval inside a month. Given CRL fears I bet stock trades up tmrw. Prob of approval went up" [X Link](https://x.com/DwightS2025/status/1993510029044203779) 2025-11-26T02:40Z [---] followers, [---] engagements "$ASND with manufacturing cleared labeling packaging and even art work done this tells you $BMRN CP will be formally rejected upon approval. Doesnt sound like more than a few weeks but well see with Govt agency" [X Link](https://x.com/DwightS2025/status/1993724032995439079) 2025-11-26T16:50Z [---] followers, [---] engagements "BMRNs CP which their bulls believe would block this. That clearly isnt happening as fda wouldnt get this far down the path if they werent going to approve asnd. And simultaneously reject BMRN cp" [X Link](https://x.com/DwightS2025/status/1993783101194162341) 2025-11-26T20:45Z [--] followers, [---] engagements "$ASND strange weakness with a sloppy seller in the market. ITC case vs $BMRN actually delayed again which should be viewed as positive. Someone needs a better trader apparently" [X Link](https://x.com/DwightS2025/status/1995937907161670011) 2025-12-02T19:27Z [---] followers, [---] engagements "$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 [---] followers, [---] engagements "I like the setup for $LEGN into ASH. Think $ACLX will disappoint and still refuse to disclose their KM curves. And $LEGN / $JNJ Cartitude data showing lines of therapy comparable to Imagine [--] will meaningfully raise the bar on efficacy - $LEGN PFS should rise to mid 40s" [X Link](https://x.com/DwightS2025/status/1996622566778384822) 2025-12-04T16:48Z [---] followers, [---] engagements "@seedy19tron $ASND" [X Link](https://x.com/DwightS2025/status/1996726933757792567) 2025-12-04T23:42Z [---] followers, [---] engagements "$LEGN has 11m shares short at 5-yr valuation lows ahead of what is likely a very positive ASH meeting this weekend. Flipping profitable next Q with world leading MM partner $JNJ as a backstop. Pretty interesting setup especially if they list on HK and trigger buying" [X Link](https://x.com/DwightS2025/status/1996981705484153077) 2025-12-05T16:35Z [---] followers, [---] engagements "$ASND this visual from MS - jumps off the page of profitable bios for highest growth high diversification" [X Link](https://x.com/DwightS2025/status/1997041184540090375) 2025-12-05T20:31Z [---] followers, [----] engagements "And when you look at peak potential vs valuation $ASND by far the most attractive. Would think this is how BP is looking at group" [X Link](https://x.com/DwightS2025/status/1997041893759422690) 2025-12-05T20:34Z [---] followers, [---] 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 [---] followers, [---] engagements "Big PFS of [----] months from $LEGN at ash in [--] 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 [---] followers, [---] engagements "@Bionavgator @seedy19tron @AaronRosenblum5 Exactly. $ASND stands alone at $12b with $5b sales by [----] 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 [---] followers, [---] 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 [---] followers, [---] engagements "@tallnfat @mrland_news I think sloppy early selling across most smid bios to fund all these raises. Low liquidity name so got hit harder than many. $ASND should lift" [X Link](https://x.com/DwightS2025/status/1998427020020289810) 2025-12-09T16:18Z [---] followers, [---] engagements "$ASND think good chance of a much quicker approval for CNP given that everything now seems wrapped up. Would think FDA would want to check off as many low hanging fruit apps as possible into YE. From there JPM is certainly setting upside news flow" [X Link](https://x.com/DwightS2025/status/1998782413304967185) 2025-12-10T15:50Z [---] followers, [---] engagements "@tallnfat Dec [---] [---] [---]. And Jan [---] strikes" [X Link](https://x.com/DwightS2025/status/1998858989246022098) 2025-12-10T20:54Z [---] followers, [---] 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 $ASND DCF driver not in models" [X Link](https://x.com/DwightS2025/status/1999533405281652777) 2025-12-12T17:34Z [---] followers, [----] engagements "$ASND rips higher on Betaville M&A rumor. No idea but like Ive been saying not many profitable bios with $5-7B top line potential trading at $13b. Would be a steal for $AMGN or $NVO or others" [X Link](https://x.com/DwightS2025/status/1999575555411239301) 2025-12-12T20:22Z [---] followers, [----] engagements "@PikaCapital Heres the thing though from long time holder/sufferer. If they hit $5b Revs by [----] as stated and $6-8B peak excluding call option from $NVO royalties are we really happy with $300 Not worth the PTSD we all have. Stock worth $500 so someone needs to pay $350-375 now" [X Link](https://x.com/DwightS2025/status/1999638801140867119) 2025-12-13T00:33Z [---] followers, [---] engagements "@tallnfat Not even close. I expect AGV for $BBIO to be half if not 1/3 that of COACH data. However there should be evidence of off target tox (that I suspect is not appreciated)" [X Link](https://x.com/DwightS2025/status/2001303658713985404) 2025-12-17T14:49Z [---] followers, [---] engagements "@tallnfat When you compare P2 to [--] month coach its nowhere close. And $BBIO seems to be talking down potential for P3 to beat P2. So how will the market view inferior efficacy with FGGR1 (not 3) mediated toxicity Especially in kids. Non starter even though oral imo" [X Link](https://x.com/DwightS2025/status/2001370489307181148) 2025-12-17T19:14Z [---] followers, [---] engagements "@tallnfat I think thats right. Works in our favor when generalist growth funds start chasing for earnings ramp. But on HF degrossing days/weeks it trades like this" [X Link](https://x.com/DwightS2025/status/2001692562323853494) 2025-12-18T16:34Z [---] followers, [--] engagements "$BBIO I have been digging into off target tox of infigratinib and it is really stunning there is consensus this gets approved and used chronically in kids. Its not specific to FGFR3 and hits [---] - proof of that is Hyperphos we will see in 52-wk trial" [X Link](https://x.com/DwightS2025/status/2001702799550353874) 2025-12-18T17:15Z [---] followers, [---] engagements "$BBIO And although we will see that hyperphos its too quick of a trial to show the same off target mediated Ocular Tox that was shown at higher doses in oncology. Who would subject kids to chronic dosing of this molecule when tox is based on cumulative exposure. $BBIO I have been digging into off target tox of infigratinib and it is really stunning there is consensus this gets approved and used chronically in kids. Its not specific to FGFR3 and hits [---] - proof of that is Hyperphos we will see in 52-wk trial. $BBIO I have been digging into off target tox of infigratinib and it is really" [X Link](https://x.com/DwightS2025/status/2001703477467082897) 2025-12-18T17:17Z [---] followers, [---] engagements "But if you ready every sell side note that is blindly bullish on this product commercially there is zero discussion of FGFR [---] off target tox. Its a really odd dynamic that sets up for real $BBIO disappointment as this tox issue is flushed out" [X Link](https://x.com/DwightS2025/status/2001705843365154949) 2025-12-18T17:27Z [---] followers, [---] engagements "@nabulsio @tallnfat I think you are mistaken. UPC ruled in favor of ASND months ago invalidating BMRNs patent which cant be appealed. The decision by UPC to formally close out proceedings came out today" [X Link](https://x.com/DwightS2025/status/2005679368354611550) 2025-12-29T16:36Z [---] followers, [--] engagements "@tallnfat They announced this morning a webinar for next Friday. You dont do that ahead of your data unless youre trying to massage expectations. So squirrelly" [X Link](https://x.com/DwightS2025/status/2007132404813836394) 2026-01-02T16:50Z [---] followers, [---] engagements "@RandomBioThinks Yes standard for them to spin ahead of time - other two were focused on massive TAMs that are absurdly overstated and this one will be focused on a lowered efficacy bar and downplaying off target tox. SOC very different now and they will hit SS but will be inferior to SOC" [X Link](https://x.com/DwightS2025/status/2007173070948331570) 2026-01-02T19:32Z [--] followers, [---] engagements "@tbuttersnoops @tallnfat @AaronRosenblum5 Ehh. Disagree. market moved on from vox as a clear loser. But blind bullishness on $BBIO as a player in this mkt is insane to me. Great its oral but you have a third of the efficacy + proof of tox with hypophossame pathway that mediated stunted brain devt and ocular tox" [X Link](https://x.com/DwightS2025/status/2009462867142324710) 2026-01-09T03:10Z [---] followers, [---] engagements "Decent $ASND call buying today December $210/$220. Assume thats an early approval trade" [X Link](https://x.com/DwightS2025/status/1998841322967310800) 2025-12-10T19:44Z [---] followers, [---] engagements "Now pretty real call buying with expiry next week Someone wants to play for upside in $ASND next week" [X Link](https://x.com/DwightS2025/status/1998853521660326145) 2025-12-10T20:33Z [---] followers, [---] engagements "More size call buying in $ASND. Ill take the sudden love/recognition for how deeply undervalued this is but not sure if people playing for early approval JPM updates or takeout 🤔" [X Link](https://x.com/DwightS2025/status/1999147739389579496) 2025-12-11T16:02Z [---] followers, [----] engagements "$ASND / $ABVX let me state the obvious for the record. These two tickers should not be linked. Both deals not mutually exclusive and both will happen eventually - totally different buyers and value prop (not to mention Tx verticals). So odd to me that one Jet thesis links em🤔" [X Link](https://x.com/DwightS2025/status/1999649548910870732) 2025-12-13T01:16Z [---] followers, [----] engagements "@tallnfat People pointing to the $ASND buyout rumor as why $ABVX accelerated to downside. Absurd to me. Totally different buyers. I respect all views but was confused by the Paris/Copenhagen tweet earlier this week. Nothing to do with one another imo" [X Link](https://x.com/DwightS2025/status/1999650805171830830) 2025-12-13T01:21Z [---] followers, [----] engagements "@tallnfat @Agent0088156721 Most of money losing biotech getting smoked and $ASND liquidity is low so feels worse. That said agree that now that its profitable it should be a flight to safety for generalist funds like an $ALNY or $INSM" [X Link](https://x.com/DwightS2025/status/2000952175032459450) 2025-12-16T15:32Z [---] followers, [---] engagements "$ASND ISI ranks ASND as by far the cheapest midcap biotech on EPS. And that is based on Street numbers that are nowhere near Co suggestion of $5B Revs by [----] (which yields $45-50 EPS vs $20 Street). How can this last at this valuation" [X Link](https://x.com/DwightS2025/status/2001391798086746241) 2025-12-17T20:39Z [---] followers, [----] engagements "One last point on $BBIO tox. FGFR2 receptor is critical for brain development yet we are going to dose kids chronically with a drug that blocks this pathway with off target tox If you dont think FDA will be concerned with that wont parents Can just use Voxogo or $ASND But if you ready every sell side note that is blindly bullish on this product commercially there is zero discussion of FGFR [---] off target tox. Its a really odd dynamic that sets up for real $BBIO disappointment as this tox issue is flushed out. But if you ready every sell side note that is blindly bullish on this product" [X Link](https://x.com/DwightS2025/status/2001708474191733016) 2025-12-18T17:37Z [---] followers, [---] engagements "Kudos to $BMRN for recognizing what will shift the narrative. $NVO mgmt and BOD should take notice of the response - never been a better time to move on $ASND - that deal would change the $NVO narrative overnight and boost TSR. Perfect match $ASND / $NVO" [X Link](https://x.com/DwightS2025/status/2002046472217678055) 2025-12-19T16:00Z [---] followers, [---] engagements "$BBIO listening to street doc call and Endo is discussing the off target tox to watch for with FGFR12). Hyperphos ocular tox including retinal detachment and impact on brain devt. Separately called $ASND Coach combo data (if [--] mo holds up) a game changer" [X Link](https://x.com/DwightS2025/status/2002105754686554338) 2025-12-19T19:56Z [---] followers, [----] engagements "$NVO CEO Doustdar says they are absolutely interested in more M&A. Well Mr. Doustdar you just have to drive a few minutes to $ASND. Life cycle management for the entire obesity franchise and $5-7B rare endo Revs. Such a layup if the new BOD is bold enough" [X Link](https://x.com/DwightS2025/status/2003458929981059336) 2025-12-23T13:33Z [---] followers, [----] engagements "$BBIO classic get in front of their own P3 to talk down efficacy bar and downplay off target AEs. Lets try to convince crowd that Hyperphos an off target FGFR tox is no big deal and you therefore shouldnt worry about other FGFR124 tox like permanent blindness in kids" [X Link](https://x.com/DwightS2025/status/2007129511943389236) 2026-01-02T16:39Z [---] followers, [----] engagements "@SnackBioTech @tallnfat And SOC is about to change with [--] month CoACH data from $ASND. $BBIO will at best have 1/2 to 1/3 AGV with proof of off target tox from FGFR124 that we know is catastrophic in kids. Will never be approved with that risk/benefit" [X Link](https://x.com/DwightS2025/status/2007148730810782007) 2026-01-02T17:55Z [---] followers, [---] engagements "$ASND Cowen out with a bullish Yorvipath survey - points to 4Q beat (we should hear Monday) and [--] upside. PT $325 (Ill take the over on that). Strong setup into JPM with COACH data + Beat" [X Link](https://x.com/DwightS2025/status/2008876548074672347) 2026-01-07T12:21Z [---] followers, [---] engagements "$ASND Wells analyst: shares should trade up 10% as the [--] wk COACH data resets the bar higher in ACHlikely becomes the standard of care over time. PT up to $322" [X Link](https://x.com/DwightS2025/status/2009616208283439139) 2026-01-09T13:20Z [---] followers, [----] engagements "@PeterKolchinsky Please apply this knowledge to get $ASND acquired 🤪" [X Link](https://x.com/DwightS2025/status/2010349360920560107) 2026-01-11T13:53Z [---] followers, [---] engagements "$ASND going thru the model that profitability guide of 500m this year even excluding CNP contribution is WAY above Street by 50%. Implies a strong Yorvi number of maybe 15% of Street and MUCH higher margins. Effectively 8eu/share in FCF in first FY of profit (2x Street)" [X Link](https://x.com/DwightS2025/status/2010467427147284759) 2026-01-11T21:42Z [---] followers, [----] engagements "@tallnfat Nope. Somebodys trader should be fired" [X Link](https://x.com/DwightS2025/status/2016577912879657071) 2026-01-28T18:23Z [---] followers, [---] engagements "$ASND now profitable with an EPS ramp to $50 by [----] based on stated target of $5B do they become the next $ARGX or $ALNY or do they get consolidated by $NVO or $SNY Either way is a healthy return from here but at least would be no more conference calls 😂" [X Link](https://x.com/DwightS2025/status/1989366293649379818) 2025-11-14T16:14Z [---] followers, [---] engagements "$ASND 52-wk COACH data is stunning and should be paradigm shifting. 3x the efficacy vs current standard of care - why is anyone going to put their kid on anything else $BBIO will have 1/3 of efficacy with off target tox but hey its oral $ASND models need to come up a lot" [X Link](https://x.com/DwightS2025/status/2009371955976175801) 2026-01-08T21:09Z [---] followers, [----] engagements "$BBIO Ive never seen such delusion for chronic dosing in kids with a molecule proven to cause permanent blindness and stunt brain devt. Of course that wont be shown in a short term study but hypo/hyperphos will be shown and that is proof you getting FGF124 tox" [X Link](https://x.com/DwightS2025/status/2009644592858124468) 2026-01-09T15:13Z [---] followers, [----] engagements "$BBIO will be interesting if they disclose the % of pts with elevated phos not just the level of hyperphos. It would tell you true off target tox rate and with FGFR1 same IC50 as FGFR2 will tell you real risk on brain devt" [X Link](https://x.com/anyuser/status/2012172163873206770) 2026-01-16T14:36Z [---] followers, [---] engagements "While $ASND is setup to generate an enormous amount of cash on their own over the next 5-7yrs pretty clear $NVO is now desperate for immediate Revs and pipeline. They would get both by moving on their smaller Danish counterpart. Big check but NVO has to do something big" [X Link](https://x.com/anyuser/status/2018747945521172539) 2026-02-03T18:06Z [---] followers, [----] engagements "@GolfAndStocks @JoseRestonVA @A_May_MD Agree with that. But now they are more desperate would be accretive and they have more visibility into peak sales than back then. Foundation has the balance sheet to do it all day" [X Link](https://x.com/DwightS2025/status/2019152478638375170) 2026-02-04T20:53Z [---] followers, [---] engagements "Post $MLTX debacle got me thinking which other darling/halo stocks out there have yet to actually earn their cap with full registration data I will call it the hero to zero potential. First that comes to mind is $ACLX. Maybe anything in $BBIO pipeline as well What else" [X Link](https://x.com/DwightS2025/status/1972600413829611719) 2025-09-29T09:52Z [---] followers, [---] engagements "$ASND nice to see real investors show up and respect the massive cash flow generation this year and beyond. Said today Yorvi is $5-8B peak globally and total co Revs $5B by [----]. That is easily a $30B+ mkt cap company" [X Link](https://x.com/anyuser/status/2010750513101296001) 2026-01-12T16:27Z [---] followers, [----] engagements "$ASND I am curious if anyone else thought the commentary this week of $5B Revs by [----] and peak Yorvi Revs of at least $5-8B WW wreaked of a bit of window dressing for Pharma M&A Veterans on here could point to many precedents of such behavior prior to deals. $NVO $AMGN" [X Link](https://x.com/anyuser/status/2012199112632856995) 2026-01-16T16:23Z [---] followers, [----] engagements "$ASND Leerink ups PT to $290 from $225 to reflect impressive operation by cash flow metrics and raises Yorvi peak to 2.5B Euro. Thinks strong cash flow generation will appeal to broader audience (that would be nice finally)" [X Link](https://x.com/anyuser/status/2013594388178301358) 2026-01-20T12:48Z [---] followers, [---] engagements "$ASND Believe 👀" [X Link](https://x.com/anyuser/status/2014381634573697373) 2026-01-22T16:56Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [-----] #
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- [--] Month [------] -44%
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- [--] Month [--] -64%
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- [--] Week [---] +4.80%
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Social Influence
Social category influence stocks 34% finance 21% currencies 4% fashion brands 1% technology brands 1% social networks 1%
Social topic influence $asnd #3, $bbio #13, target #2900, $nvo 14%, $bmrn #8, $5b 10%, $legn 6%, flow 5%, data 4%, peak 4%
Top accounts mentioned or mentioned by @tallnfat @tbuttersnoops @researchpulse1 @nabulsio @applehelix @joserestonva @seedy19tron @aaronrosenblum5 @silbersher @jfais20 @jedimindtrick @aafree @bionavgator @ldbioinv @mrlandnews @pikacapital @randombiothinks @agent0088156721 @snackbiotech @peterkolchinsky
Top assets mentioned BridgeBio Pharma, Inc. Common Stock (BBIO) Novo-Nordisk (NVO) BioMarin Pharmaceutical, Inc. (BMRN) Legend Biotech Corp (LEGN) Arcellx, Inc. (ACLX) Johnson & Johnson (JNJ) Amgen, Inc. (AMGN) Alnylam Pharmaceuticals, Inc. (ALNY) Insmed, Inc. (INSM) Abivax SA (ABVX) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Gilead Sciences, Inc. (GILD) Pfizer, Inc. (PFE)
Top Social Posts
Top posts by engagements in the last [--] hours
"@ResearchPulse1 I have heard NVo R&D head says data by ADA in June but I havent confirmed. [--] week trial so seem tight but doable"
X Link 2026-02-12T20:55Z [---] followers, [---] engagements
"$BBIO a lot of publications highlighting risk of FGFR MOA in neural devt. Would not ignore this safety concern after such a short trial. FDA will focus on this. For example: https://pubmed.ncbi.nlm.nih.gov/21867876/ https://pubmed.ncbi.nlm.nih.gov/21867876/"
X Link 2026-02-06T15:39Z [---] followers, [---] engagements
"$BMRN as a long time bear even I think these guys can win/maintain share vs $BBIO given safety overhang and parent choice. Both will cede max share to $ASND but Id say $BMRN will still dunk on $BBIO and has a free call option for when FDA rejects Infi on safety"
X Link 2026-02-13T14:52Z [---] followers, [---] engagements
"$ASND flagging under appreciated catalyst at JPM on [--] months COACH data. Will catalyze models to update for best in class efficacy (up to 3x competitors AGV) without safety risk you get with $BBIO (which is shockingly under appreciated)"
X Link 2025-12-17T14:42Z [---] followers, [---] engagements
"$ASND I read the final close out proceedings docket by UPC (out today). In addition to invalidating $BMRN patent in a victory for $ASND court requiring $BMRN to pay ASND 900k Euro for filing a frivolous suit. Talk about a waste of everyones time and only angered pt groups"
X Link 2025-12-29T18:06Z [---] followers, [----] engagements
"@nabulsio UPC case is closed. $ASND won and $BMRN had to pay them 1m fo filing a frivolous suit. Its in the filing you can read it yourself"
X Link 2026-01-12T20:01Z [---] followers, [---] engagements
"@silbersher Care to revise your [----] thesis that BMRN would win in EU now that they lost miserably their patent was invalidated and they were forced to pay $ASND 1m+ in fees"
X Link 2026-01-16T16:04Z [---] followers, [---] engagements
"$BBIO the R/R into data is just so bad. Efficacy bar gone up dramatically and is much higher than their P2 which they will whiff. Plus safety overhang from off target tox in kids cant be answered in short trial"
X Link 2026-02-05T19:08Z [---] followers, [----] engagements
"$BBIO its crazy to me that investors are so blindly enthusiastic for Infigratinib"
X Link 2026-02-09T16:45Z [---] followers, [----] engagements
"@tallnfat Im just curious how many BBIO bulls would honestly put their own kids on this drug without [--] year safety data that doesnt show the cumulative tox we saw at higher doses. Probably zero"
X Link 2026-02-12T14:58Z [---] followers, [---] engagements
"$ASND looking at Street mkt models has Vox peak of $1.8b Infigratinib at $900m and Transcon CNP at $740m. Cant recall another therapeutic mkt so poorly modeled by sell side. I estimate 100-200% upside to $ASND CNP numbers by [----]. $BBIO $BMRN"
X Link 2026-01-28T17:52Z [---] followers, [----] engagements
"$ASND still amazes me that there is zero value or investor credit for Q monthly GLP. fastest path to market of all options for Transcon Sema. The technology should cut GI AEs by 50-75% and ASND books a 6% royalty with zero costs. Data this year a surprise catalyst imo"
X Link 2026-02-03T16:19Z [---] followers, [---] engagements
"$BBIO think about the Dr/Parent convo: heres a drug that is not even half as efficacious as the new SOC has a high off target tox rate previously showing permanent blindness. tox profile also impedes brain neural devt. But you can sprinkle on corn flakes Interested"
X Link 2026-02-09T16:49Z [---] followers, [---] engagements
"$ASND would expect generalist buying to continue in NT. $1B Rev RR going to $5B by [----] and already minting real cash with $500m+ in [--]. Cash flow generation is profound and makes them a needle moving M&A target for any BP. CNP Approval sounds imminent"
X Link 2026-02-12T00:56Z [---] followers, [---] engagements
"$ASND call tonight was a good listen when discussing the danger of off target tox from $BBIO non specific FGFR inhibitor. Will be hard for parents to accept neurotox risk with only short term data and inferior efficacy vs COACH. FDA will likely question that risk/benefit too"
X Link 2026-02-12T00:59Z [---] followers, [---] engagements
"$ASND Stifel ups target to $325 from $256"
X Link 2026-02-12T12:00Z [---] followers, [---] engagements
"$BBIO this will be an unpopular opinion Im sure but with ending AHV the exact same as CNP alone and efficacy only 1/3 of COACH data what parent will accept risk of blindness and neurotox to take an oral Trial too short to show FGFR2 mediated tox. Premkt a gift"
X Link 2026-02-12T12:57Z [---] followers, [---] engagements
"$BBIO not remotely surprising to see the fade. Only a matter of time before the first case of neuro tox that makes this program DOA. It was a valiant effort to spin this though"
X Link 2026-02-12T14:42Z [---] followers, [---] engagements
"$ASND science and safety prevails especially when you are talking about dosing kids chronically"
X Link 2026-02-12T17:01Z [---] followers, [---] engagements
"$ASND one observation for astute followers: company has not initiated Buyback yet and remains in blackout window. Why It makes you wonder on recent M&A spec.only thing that would black them out now post EPS. Knowing final label not enough imo. Top M&A 🎯 but who knows"
X Link 2026-02-13T19:14Z [---] followers, [---] engagements
"$BBIO prez at UBS suggesting Encaleret will be priced between Crysvita and Exondys51 is pure insanity. Triple the price of Yorvipath every payor will require Yorvi first so you are just funneling any ADH1 pts actually found to $ASND"
X Link 2025-11-10T19:29Z [--] followers, [---] engagements
"@tallnfat Yorvipath is approved for all Hypopara pts including ADH1. Those pts also do very very well on Yorvi. So if youre a payor why on earth would you pay 3x for BBIO without first trying Yorvi"
X Link 2025-11-10T19:57Z [--] followers, [---] engagements
"@ResearchPulse1 @AppleHelix I believe this program is very much alive and about to enter clinic. 8-week PK/PD trial (2 jabs). If they can show that Transcon addition allows for a 50-75% reduction in GI AEs thru smoothing C-max in a monthly version thats worth a ton. QM Sema is 505b2 so a single P3"
X Link 2025-11-11T19:57Z [--] followers, [---] engagements
"@ResearchPulse1 @AppleHelix Yes. One [--] week PK/PD and one P3 followed by filing. Given the titration scheme of GLP is based on avoiding real GI issues its possible they dont even need to titrate. While QM Sema is the first and fastest to mkt deal applies to multiple assets. Could be M&A trigger if +"
X Link 2025-11-11T20:19Z [--] followers, [---] engagements
"$ASND dont think AH weakness holds given cadence of Pt adds tilted towards Sept with July/Aug vaca so get partial Revs. Oct adds strong and on CNP in final stages of labeling discussions - approval sounds imminent. Lastly Transcon Sema with $NVO rapidly moving to clinic"
X Link 2025-11-12T22:09Z [--] followers, [----] engagements
"$ASND JPM analyst from her call back indicated shipment went out 10/1 vs 9/30 so inventory draw down hit them by 5m Euro. That and Fx prevented a slight beat. July/Aug cadence with vaca prevented even bigger beat. $5B Rev guidance in [----] vs Street $3.3B pretty wide delta"
X Link 2025-11-13T13:15Z [--] followers, [---] engagements
"$ASND interesting 1m shares shorted in last [--] weeks likely on hopes of CRL or PDUFA extension. Gonna have to cover given commentary on call last night"
X Link 2025-11-13T14:36Z [--] followers, [---] engagements
"$ASND for generalist growth funds has to now be on radar post first profit. [----] Revs of $5B at 92% GM $800m opex and Danish TR is $50 in EPS in [--] years. Has to be the easiest double in commercial mid Bio imo. $NVO is nuts if they dont want to own this"
X Link 2025-11-13T14:56Z [---] followers, [----] engagements
"@jfais20 They said last night Transcon Sema rapidly progressing towards clinic. 8-wee PK/PD trial and $NVO has an answer if they have an NCE with QM with a major reduction in GI issues. That alone is enough reason to move on $ASND. And they get $5B rare endo Revs by 2030"
X Link 2025-11-13T19:08Z [--] followers, [---] engagements
"@JediMindTrick__ @tbuttersnoops Ive been on the same journey since [--] as well. I think if they ramp to $50/EPS stock should trade to $400-500 by [----]. Thats a pretty strong IRR and who wants to pay taxes after selling Lol"
X Link 2025-11-14T22:48Z [--] followers, [--] engagements
"US ITC case pushed again putting final decision at Feb [----]. Another incremental win for $ASND over $BMRN. More time for $ASND to source supply in US which would make entire case moot to begin with"
X Link 2025-11-18T14:40Z [---] followers, [---] engagements
"$ASND annoying weakness from call selling. Hats off to whoever made money on said calls in only a few days but closing out creates quick selling pressure by dealer. Good buying opp ahead of imminent FDA approval. Should recover today"
X Link 2025-11-19T16:48Z [---] followers, [---] engagements
"$ASND odds of early approval seem high in next few trading days. Upside surprise on label as well with a differentiated safety profile that should resonate well with parents. And doc community seems itching to switch from Vox given $BMRN shenanigans to try and delay"
X Link 2025-11-21T15:02Z [---] followers, [---] engagements
"$NVO has never needed a greater sense of urgency to deploy its balance sheet for needle moving growth. IMO across the mid cap space theres no greater industrial logic for them than taking out $ASND"
X Link 2025-11-24T14:41Z [---] followers, [---] engagements
"@JoseRestonVA @a_a_free $ASND"
X Link 2025-11-24T15:28Z [---] followers, [---] engagements
"$ACLX $LEGN I am hearing per terms of the $JNJ collaboration $LEGN gets half the economics on this KLN asset given the target and JNJ/KLN collab. Based on the stock move I would say this is mostly unknown about $LEGN. Probably should be up"
X Link 2025-11-24T18:08Z [---] followers, [---] engagements
"This is super interesting actually. So starting next Q $JNJ has to write a check to $LEGN each Q and dilute their EPS and now also has to pay 50% on KLN future Revs. With no standstill in place why wouldnt $JNJ just NPV this and put a low ball bid of $45 in front of holders"
X Link 2025-11-24T19:03Z [---] followers, [---] engagements
"$ASND really setting up for a big move higher on CNP approval and differentiated label this week. Magnitude of underperformance in the last week vs $XBI pretty glaring. And 1m incremental shorts in last [--] weeks not sure they will want to hold into JPM. Thin liquidity days too"
X Link 2025-11-25T14:58Z [---] followers, [---] engagements
"@tbuttersnoops Rx of Achon vs linear growth. Body proportionality metrics included. Differentiated safety with no hypotension mentioned. I wonder if they will offer bundle of Skytrofa at a big discount to rapidly switch from Vox. An Achon pt worth 10x Sky pt"
X Link 2025-11-25T15:14Z [--] followers, [--] engagements
"$ASND approval imminent I bet - FDA just approved Voyxact which had a Friday PDUFA. Next up is CNP which has a Sunday PDUFA"
X Link 2025-11-25T20:36Z [---] followers, [---] engagements
"@tbuttersnoops Agree with you on under the radar event. On 3q call they said it rapidly moving to clinic. Nothing on but possible $NVO running it Ex US My understanding is the manufacturing scale up work needed ahead of clinic was rate limiting step. http://clintrials.gov http://clintrials.gov"
X Link 2025-11-25T21:59Z [---] followers, [---] engagements
"$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 $RYTM extension. Label and manufacturing fully cleared. Think approval inside a month. Given CRL fears I bet stock trades up tmrw. Prob of approval went up"
X Link 2025-11-26T02:40Z [---] followers, [---] engagements
"$ASND with manufacturing cleared labeling packaging and even art work done this tells you $BMRN CP will be formally rejected upon approval. Doesnt sound like more than a few weeks but well see with Govt agency"
X Link 2025-11-26T16:50Z [---] followers, [---] engagements
"BMRNs CP which their bulls believe would block this. That clearly isnt happening as fda wouldnt get this far down the path if they werent going to approve asnd. And simultaneously reject BMRN cp"
X Link 2025-11-26T20:45Z [--] followers, [---] engagements
"$ASND strange weakness with a sloppy seller in the market. ITC case vs $BMRN actually delayed again which should be viewed as positive. Someone needs a better trader apparently"
X Link 2025-12-02T19:27Z [---] followers, [---] engagements
"$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 [---] followers, [---] engagements
"I like the setup for $LEGN into ASH. Think $ACLX will disappoint and still refuse to disclose their KM curves. And $LEGN / $JNJ Cartitude data showing lines of therapy comparable to Imagine [--] will meaningfully raise the bar on efficacy - $LEGN PFS should rise to mid 40s"
X Link 2025-12-04T16:48Z [---] followers, [---] engagements
"@seedy19tron $ASND"
X Link 2025-12-04T23:42Z [---] followers, [---] engagements
"$LEGN has 11m shares short at 5-yr valuation lows ahead of what is likely a very positive ASH meeting this weekend. Flipping profitable next Q with world leading MM partner $JNJ as a backstop. Pretty interesting setup especially if they list on HK and trigger buying"
X Link 2025-12-05T16:35Z [---] followers, [---] engagements
"$ASND this visual from MS - jumps off the page of profitable bios for highest growth high diversification"
X Link 2025-12-05T20:31Z [---] followers, [----] engagements
"And when you look at peak potential vs valuation $ASND by far the most attractive. Would think this is how BP is looking at group"
X Link 2025-12-05T20:34Z [---] followers, [---] 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 [---] followers, [---] engagements
"Big PFS of [----] months from $LEGN at ash in [--] 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 [---] followers, [---] engagements
"@Bionavgator @seedy19tron @AaronRosenblum5 Exactly. $ASND stands alone at $12b with $5b sales by [----] 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 [---] followers, [---] 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 [---] followers, [---] engagements
"@tallnfat @mrland_news I think sloppy early selling across most smid bios to fund all these raises. Low liquidity name so got hit harder than many. $ASND should lift"
X Link 2025-12-09T16:18Z [---] followers, [---] engagements
"$ASND think good chance of a much quicker approval for CNP given that everything now seems wrapped up. Would think FDA would want to check off as many low hanging fruit apps as possible into YE. From there JPM is certainly setting upside news flow"
X Link 2025-12-10T15:50Z [---] followers, [---] engagements
"@tallnfat Dec [---] [---] [---]. And Jan [---] strikes"
X Link 2025-12-10T20:54Z [---] followers, [---] 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 $ASND DCF driver not in models"
X Link 2025-12-12T17:34Z [---] followers, [----] engagements
"$ASND rips higher on Betaville M&A rumor. No idea but like Ive been saying not many profitable bios with $5-7B top line potential trading at $13b. Would be a steal for $AMGN or $NVO or others"
X Link 2025-12-12T20:22Z [---] followers, [----] engagements
"@PikaCapital Heres the thing though from long time holder/sufferer. If they hit $5b Revs by [----] as stated and $6-8B peak excluding call option from $NVO royalties are we really happy with $300 Not worth the PTSD we all have. Stock worth $500 so someone needs to pay $350-375 now"
X Link 2025-12-13T00:33Z [---] followers, [---] engagements
"@tallnfat Not even close. I expect AGV for $BBIO to be half if not 1/3 that of COACH data. However there should be evidence of off target tox (that I suspect is not appreciated)"
X Link 2025-12-17T14:49Z [---] followers, [---] engagements
"@tallnfat When you compare P2 to [--] month coach its nowhere close. And $BBIO seems to be talking down potential for P3 to beat P2. So how will the market view inferior efficacy with FGGR1 (not 3) mediated toxicity Especially in kids. Non starter even though oral imo"
X Link 2025-12-17T19:14Z [---] followers, [---] engagements
"@tallnfat I think thats right. Works in our favor when generalist growth funds start chasing for earnings ramp. But on HF degrossing days/weeks it trades like this"
X Link 2025-12-18T16:34Z [---] followers, [--] engagements
"$BBIO I have been digging into off target tox of infigratinib and it is really stunning there is consensus this gets approved and used chronically in kids. Its not specific to FGFR3 and hits [---] - proof of that is Hyperphos we will see in 52-wk trial"
X Link 2025-12-18T17:15Z [---] followers, [---] engagements
"$BBIO And although we will see that hyperphos its too quick of a trial to show the same off target mediated Ocular Tox that was shown at higher doses in oncology. Who would subject kids to chronic dosing of this molecule when tox is based on cumulative exposure. $BBIO I have been digging into off target tox of infigratinib and it is really stunning there is consensus this gets approved and used chronically in kids. Its not specific to FGFR3 and hits [---] - proof of that is Hyperphos we will see in 52-wk trial. $BBIO I have been digging into off target tox of infigratinib and it is really"
X Link 2025-12-18T17:17Z [---] followers, [---] engagements
"But if you ready every sell side note that is blindly bullish on this product commercially there is zero discussion of FGFR [---] off target tox. Its a really odd dynamic that sets up for real $BBIO disappointment as this tox issue is flushed out"
X Link 2025-12-18T17:27Z [---] followers, [---] engagements
"@nabulsio @tallnfat I think you are mistaken. UPC ruled in favor of ASND months ago invalidating BMRNs patent which cant be appealed. The decision by UPC to formally close out proceedings came out today"
X Link 2025-12-29T16:36Z [---] followers, [--] engagements
"@tallnfat They announced this morning a webinar for next Friday. You dont do that ahead of your data unless youre trying to massage expectations. So squirrelly"
X Link 2026-01-02T16:50Z [---] followers, [---] engagements
"@RandomBioThinks Yes standard for them to spin ahead of time - other two were focused on massive TAMs that are absurdly overstated and this one will be focused on a lowered efficacy bar and downplaying off target tox. SOC very different now and they will hit SS but will be inferior to SOC"
X Link 2026-01-02T19:32Z [--] followers, [---] engagements
"@tbuttersnoops @tallnfat @AaronRosenblum5 Ehh. Disagree. market moved on from vox as a clear loser. But blind bullishness on $BBIO as a player in this mkt is insane to me. Great its oral but you have a third of the efficacy + proof of tox with hypophossame pathway that mediated stunted brain devt and ocular tox"
X Link 2026-01-09T03:10Z [---] followers, [---] engagements
"Decent $ASND call buying today December $210/$220. Assume thats an early approval trade"
X Link 2025-12-10T19:44Z [---] followers, [---] engagements
"Now pretty real call buying with expiry next week Someone wants to play for upside in $ASND next week"
X Link 2025-12-10T20:33Z [---] followers, [---] engagements
"More size call buying in $ASND. Ill take the sudden love/recognition for how deeply undervalued this is but not sure if people playing for early approval JPM updates or takeout 🤔"
X Link 2025-12-11T16:02Z [---] followers, [----] engagements
"$ASND / $ABVX let me state the obvious for the record. These two tickers should not be linked. Both deals not mutually exclusive and both will happen eventually - totally different buyers and value prop (not to mention Tx verticals). So odd to me that one Jet thesis links em🤔"
X Link 2025-12-13T01:16Z [---] followers, [----] engagements
"@tallnfat People pointing to the $ASND buyout rumor as why $ABVX accelerated to downside. Absurd to me. Totally different buyers. I respect all views but was confused by the Paris/Copenhagen tweet earlier this week. Nothing to do with one another imo"
X Link 2025-12-13T01:21Z [---] followers, [----] engagements
"@tallnfat @Agent0088156721 Most of money losing biotech getting smoked and $ASND liquidity is low so feels worse. That said agree that now that its profitable it should be a flight to safety for generalist funds like an $ALNY or $INSM"
X Link 2025-12-16T15:32Z [---] followers, [---] engagements
"$ASND ISI ranks ASND as by far the cheapest midcap biotech on EPS. And that is based on Street numbers that are nowhere near Co suggestion of $5B Revs by [----] (which yields $45-50 EPS vs $20 Street). How can this last at this valuation"
X Link 2025-12-17T20:39Z [---] followers, [----] engagements
"One last point on $BBIO tox. FGFR2 receptor is critical for brain development yet we are going to dose kids chronically with a drug that blocks this pathway with off target tox If you dont think FDA will be concerned with that wont parents Can just use Voxogo or $ASND But if you ready every sell side note that is blindly bullish on this product commercially there is zero discussion of FGFR [---] off target tox. Its a really odd dynamic that sets up for real $BBIO disappointment as this tox issue is flushed out. But if you ready every sell side note that is blindly bullish on this product"
X Link 2025-12-18T17:37Z [---] followers, [---] engagements
"Kudos to $BMRN for recognizing what will shift the narrative. $NVO mgmt and BOD should take notice of the response - never been a better time to move on $ASND - that deal would change the $NVO narrative overnight and boost TSR. Perfect match $ASND / $NVO"
X Link 2025-12-19T16:00Z [---] followers, [---] engagements
"$BBIO listening to street doc call and Endo is discussing the off target tox to watch for with FGFR12). Hyperphos ocular tox including retinal detachment and impact on brain devt. Separately called $ASND Coach combo data (if [--] mo holds up) a game changer"
X Link 2025-12-19T19:56Z [---] followers, [----] engagements
"$NVO CEO Doustdar says they are absolutely interested in more M&A. Well Mr. Doustdar you just have to drive a few minutes to $ASND. Life cycle management for the entire obesity franchise and $5-7B rare endo Revs. Such a layup if the new BOD is bold enough"
X Link 2025-12-23T13:33Z [---] followers, [----] engagements
"$BBIO classic get in front of their own P3 to talk down efficacy bar and downplay off target AEs. Lets try to convince crowd that Hyperphos an off target FGFR tox is no big deal and you therefore shouldnt worry about other FGFR124 tox like permanent blindness in kids"
X Link 2026-01-02T16:39Z [---] followers, [----] engagements
"@SnackBioTech @tallnfat And SOC is about to change with [--] month CoACH data from $ASND. $BBIO will at best have 1/2 to 1/3 AGV with proof of off target tox from FGFR124 that we know is catastrophic in kids. Will never be approved with that risk/benefit"
X Link 2026-01-02T17:55Z [---] followers, [---] engagements
"$ASND Cowen out with a bullish Yorvipath survey - points to 4Q beat (we should hear Monday) and [--] upside. PT $325 (Ill take the over on that). Strong setup into JPM with COACH data + Beat"
X Link 2026-01-07T12:21Z [---] followers, [---] engagements
"$ASND Wells analyst: shares should trade up 10% as the [--] wk COACH data resets the bar higher in ACHlikely becomes the standard of care over time. PT up to $322"
X Link 2026-01-09T13:20Z [---] followers, [----] engagements
"@PeterKolchinsky Please apply this knowledge to get $ASND acquired 🤪"
X Link 2026-01-11T13:53Z [---] followers, [---] engagements
"$ASND going thru the model that profitability guide of 500m this year even excluding CNP contribution is WAY above Street by 50%. Implies a strong Yorvi number of maybe 15% of Street and MUCH higher margins. Effectively 8eu/share in FCF in first FY of profit (2x Street)"
X Link 2026-01-11T21:42Z [---] followers, [----] engagements
"@tallnfat Nope. Somebodys trader should be fired"
X Link 2026-01-28T18:23Z [---] followers, [---] engagements
"$ASND now profitable with an EPS ramp to $50 by [----] based on stated target of $5B do they become the next $ARGX or $ALNY or do they get consolidated by $NVO or $SNY Either way is a healthy return from here but at least would be no more conference calls 😂"
X Link 2025-11-14T16:14Z [---] followers, [---] engagements
"$ASND 52-wk COACH data is stunning and should be paradigm shifting. 3x the efficacy vs current standard of care - why is anyone going to put their kid on anything else $BBIO will have 1/3 of efficacy with off target tox but hey its oral $ASND models need to come up a lot"
X Link 2026-01-08T21:09Z [---] followers, [----] engagements
"$BBIO Ive never seen such delusion for chronic dosing in kids with a molecule proven to cause permanent blindness and stunt brain devt. Of course that wont be shown in a short term study but hypo/hyperphos will be shown and that is proof you getting FGF124 tox"
X Link 2026-01-09T15:13Z [---] followers, [----] engagements
"$BBIO will be interesting if they disclose the % of pts with elevated phos not just the level of hyperphos. It would tell you true off target tox rate and with FGFR1 same IC50 as FGFR2 will tell you real risk on brain devt"
X Link 2026-01-16T14:36Z [---] followers, [---] engagements
"While $ASND is setup to generate an enormous amount of cash on their own over the next 5-7yrs pretty clear $NVO is now desperate for immediate Revs and pipeline. They would get both by moving on their smaller Danish counterpart. Big check but NVO has to do something big"
X Link 2026-02-03T18:06Z [---] followers, [----] engagements
"@GolfAndStocks @JoseRestonVA @A_May_MD Agree with that. But now they are more desperate would be accretive and they have more visibility into peak sales than back then. Foundation has the balance sheet to do it all day"
X Link 2026-02-04T20:53Z [---] followers, [---] engagements
"Post $MLTX debacle got me thinking which other darling/halo stocks out there have yet to actually earn their cap with full registration data I will call it the hero to zero potential. First that comes to mind is $ACLX. Maybe anything in $BBIO pipeline as well What else"
X Link 2025-09-29T09:52Z [---] followers, [---] engagements
"$ASND nice to see real investors show up and respect the massive cash flow generation this year and beyond. Said today Yorvi is $5-8B peak globally and total co Revs $5B by [----]. That is easily a $30B+ mkt cap company"
X Link 2026-01-12T16:27Z [---] followers, [----] engagements
"$ASND I am curious if anyone else thought the commentary this week of $5B Revs by [----] and peak Yorvi Revs of at least $5-8B WW wreaked of a bit of window dressing for Pharma M&A Veterans on here could point to many precedents of such behavior prior to deals. $NVO $AMGN"
X Link 2026-01-16T16:23Z [---] followers, [----] engagements
"$ASND Leerink ups PT to $290 from $225 to reflect impressive operation by cash flow metrics and raises Yorvi peak to 2.5B Euro. Thinks strong cash flow generation will appeal to broader audience (that would be nice finally)"
X Link 2026-01-20T12:48Z [---] followers, [---] engagements
"$ASND Believe 👀"
X Link 2026-01-22T16:56Z [---] followers, [---] engagements
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