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# ![@DwightS2025 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1965835997507141632.png) @DwightS2025 Dwight Shrewd

Dwight Shrewd posts on X about $asnd, $legn, $aclx, $nvo the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1965835997507141632/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1965835997507141632/c:line/m:interactions.svg)

- X Week XXXXX +340%

### Mentions: XX [#](/creator/twitter::1965835997507141632/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1965835997507141632/c:line/m:posts_active.svg)

- X Week XX +33%

### Followers: XX [#](/creator/twitter::1965835997507141632/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1965835997507141632/c:line/m:followers.svg)

- X Week XX +67%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1965835997507141632/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1965835997507141632/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1965835997507141632/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$asnd](/topic/$asnd) #3, [$legn](/topic/$legn) #2, [$aclx](/topic/$aclx) #2, [$nvo](/topic/$nvo) #135, [$jnj](/topic/$jnj) #105, [$insm](/topic/$insm) #12, [$bbio](/topic/$bbio) #17, [$argx](/topic/$argx) #23, [$alny](/topic/$alny) #27, [strikes](/topic/strikes) XXXX%

**Top accounts mentioned or mentioned by**
[@tallnfat](/creator/undefined) [@tbuttersnoops](/creator/undefined) [@pikacapital](/creator/undefined)

**Top assets mentioned**
[Arcellx, Inc. Common Stock (ACLX)](/topic/$aclx) [Novo-Nordisk (NVO)](/topic/$nvo) [Johnson & Johnson (JNJ)](/topic/$jnj) [Insmed, Inc. (INSM)](/topic/$insm) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Merck & Co., Inc. (MRK)](/topic/$mrk) [AstraZeneca PLC (AZN)](/topic/$azn) [AbbVie Inc (ABBV)](/topic/$abbv) [Amgen, Inc. (AMGN)](/topic/$amgn) [Eli Lilly and Company (LLY)](/topic/$lly) [Synthetify (SNY)](/topic/$sny) [Vertex Protocol (VRTX)](/topic/$vrtx) [Marblex (MBX)](/topic/$mbx) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx)
### Top Social Posts [#](/creator/twitter::1965835997507141632/posts)
---
Top posts by engagements in the last XX hours

"$LEGN strikes me as a name with pretty significant short squeeze potential (seems like legacy shorts/group think). Drug doing $2B RR and franchise close to profitable. Seems surprising $JNJ hasnt consolidated this yet but maybe the ask is too high for now"  
[X Link](https://x.com/DwightS2025/status/1978126040229683511) [@DwightS2025](/creator/x/DwightS2025) 2025-10-14T15:49Z XX followers, XXX engagements


"@tallnfat I hear you. So many names have rated to takeout valuation $ARGX $INSM $ALNY $BBIO $MDGL but $ASND with $6-8B peak Revs has not. its brutal to hold a thin stock but on other hand its kind of jumping off page for $MRK $LLY $NVO $SNY $AZN $ABBV $VRTX $AMGN $JNJ"  
[X Link](https://x.com/DwightS2025/status/1972461967366570221) [@DwightS2025](/creator/x/DwightS2025) 2025-09-29T00:42Z XX followers, XXX engagements


"ISI calling for a solid Yorvipath beat in 2Q and noted on near-term multiples out to 2032 $ASND is the cheapest midcap stock. Pretty wide valuation gap from $12B $ASND to $34B $INSM $50B $ARGX and $60B $ALNY. Peak Revs not much different"  
[X Link](https://x.com/DwightS2025/status/1976005143671013705) [@DwightS2025](/creator/x/DwightS2025) 2025-10-08T19:21Z XX followers, XXX engagements


"Another useless sell side launch on $MBX by an analyst who doesnt understand Endo trials. This co likely goes negative EV upon $ASND long acting announcement and certainly when rubber meets the road in P3 which cant be manipulated. I still question what fund bought that deal"  
[X Link](https://x.com/DwightS2025/status/1978435466794819738) [@DwightS2025](/creator/x/DwightS2025) 2025-10-15T12:19Z XX followers, XXX engagements


"$ASND one of the things Ive been thinking about lately is the possibility of integrating this with neighbor $NVO. A good time with new CEO mandate to buy growth existing (potentially franchise saving) partnership on GLP SG&A synergy and the Foundations massive balance sheet"  
[X Link](https://x.com/DwightS2025/status/1978491381296353338) [@DwightS2025](/creator/x/DwightS2025) 2025-10-15T16:01Z XX followers, XXX engagements


"@tbuttersnoops That would definitely be a decision point for $NVO. Transcon Sema about to enter clinic - X injections/8-week trial. If they show a smooth PK profile with 50-75% reduction in GI AEs my guess is an even easier decision to Buy $ASND. That deal applies to multiple products too"  
[X Link](https://x.com/DwightS2025/status/1978613207477407792) [@DwightS2025](/creator/x/DwightS2025) 2025-10-16T00:05Z XX followers, XXX engagements


"Looks like $ASND won the patent battle vs $BMRN in Europe. Just came out"  
[X Link](https://x.com/DwightS2025/status/1978840905407779294) [@DwightS2025](/creator/x/DwightS2025) 2025-10-16T15:10Z XX followers, XXX 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) [@DwightS2025](/creator/x/DwightS2025) 2025-09-29T09:52Z XX followers, XXX engagements


"$ACLX ouch no commissioner voucher for youRami has been telling everyone they will get it. Maybe Makary saw the mysteriously missing KM curves and said umm no this is not an improvement Sir. Pods seem so offsides on this pair trade vs $LEGN. What a joke"  
[X Link](https://x.com/DwightS2025/status/1978971031298506827) [@DwightS2025](/creator/x/DwightS2025) 2025-10-16T23:47Z XX followers, XXX engagements


"$ACLX $LEGN from MS note: differences between the populations enrolled in the anito-cel Ph2 trial (51% 3L) and the Carvykti CARTITUDE-1 trial (18% 3L) but if you adjust for this difference CARTITUDE-1 PFS would be in the range of XX mos vs. XX mos from EHA 2023"  
[X Link](https://x.com/DwightS2025/status/1979264205816545757) [@DwightS2025](/creator/x/DwightS2025) 2025-10-17T19:12Z XX followers, XXX engagements


"Which is part of the reason why I think this pair trade is very long in the tooth and will reverse. Especially when $ACLX KM curves eventually get disclosed. $LEGN will have a big catch up trade"  
[X Link](https://x.com/DwightS2025/status/1979264535736504395) [@DwightS2025](/creator/x/DwightS2025) 2025-10-17T19:13Z XX 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 Avatar @DwightS2025 Dwight Shrewd

Dwight Shrewd posts on X about $asnd, $legn, $aclx, $nvo the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +340%

Mentions: XX #

Mentions Line Chart

  • X Week XX +33%

Followers: XX #

Followers Line Chart

  • X Week XX +67%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% currencies XXXX%

Social topic influence $asnd #3, $legn #2, $aclx #2, $nvo #135, $jnj #105, $insm #12, $bbio #17, $argx #23, $alny #27, strikes XXXX%

Top accounts mentioned or mentioned by @tallnfat @tbuttersnoops @pikacapital

Top assets mentioned Arcellx, Inc. Common Stock (ACLX) Novo-Nordisk (NVO) Johnson & Johnson (JNJ) Insmed, Inc. (INSM) BridgeBio Pharma, Inc. Common Stock (BBIO) Alnylam Pharmaceuticals, Inc. (ALNY) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Merck & Co., Inc. (MRK) AstraZeneca PLC (AZN) AbbVie Inc (ABBV) Amgen, Inc. (AMGN) Eli Lilly and Company (LLY) Synthetify (SNY) Vertex Protocol (VRTX) Marblex (MBX) BioMarin Pharmaceutical, Inc. (BMRN) MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)

Top Social Posts #


Top posts by engagements in the last XX hours

"$LEGN strikes me as a name with pretty significant short squeeze potential (seems like legacy shorts/group think). Drug doing $2B RR and franchise close to profitable. Seems surprising $JNJ hasnt consolidated this yet but maybe the ask is too high for now"
X Link @DwightS2025 2025-10-14T15:49Z XX followers, XXX engagements

"@tallnfat I hear you. So many names have rated to takeout valuation $ARGX $INSM $ALNY $BBIO $MDGL but $ASND with $6-8B peak Revs has not. its brutal to hold a thin stock but on other hand its kind of jumping off page for $MRK $LLY $NVO $SNY $AZN $ABBV $VRTX $AMGN $JNJ"
X Link @DwightS2025 2025-09-29T00:42Z XX followers, XXX engagements

"ISI calling for a solid Yorvipath beat in 2Q and noted on near-term multiples out to 2032 $ASND is the cheapest midcap stock. Pretty wide valuation gap from $12B $ASND to $34B $INSM $50B $ARGX and $60B $ALNY. Peak Revs not much different"
X Link @DwightS2025 2025-10-08T19:21Z XX followers, XXX engagements

"Another useless sell side launch on $MBX by an analyst who doesnt understand Endo trials. This co likely goes negative EV upon $ASND long acting announcement and certainly when rubber meets the road in P3 which cant be manipulated. I still question what fund bought that deal"
X Link @DwightS2025 2025-10-15T12:19Z XX followers, XXX engagements

"$ASND one of the things Ive been thinking about lately is the possibility of integrating this with neighbor $NVO. A good time with new CEO mandate to buy growth existing (potentially franchise saving) partnership on GLP SG&A synergy and the Foundations massive balance sheet"
X Link @DwightS2025 2025-10-15T16:01Z XX followers, XXX engagements

"@tbuttersnoops That would definitely be a decision point for $NVO. Transcon Sema about to enter clinic - X injections/8-week trial. If they show a smooth PK profile with 50-75% reduction in GI AEs my guess is an even easier decision to Buy $ASND. That deal applies to multiple products too"
X Link @DwightS2025 2025-10-16T00:05Z XX followers, XXX engagements

"Looks like $ASND won the patent battle vs $BMRN in Europe. Just came out"
X Link @DwightS2025 2025-10-16T15:10Z XX followers, XXX 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 @DwightS2025 2025-09-29T09:52Z XX followers, XXX engagements

"$ACLX ouch no commissioner voucher for youRami has been telling everyone they will get it. Maybe Makary saw the mysteriously missing KM curves and said umm no this is not an improvement Sir. Pods seem so offsides on this pair trade vs $LEGN. What a joke"
X Link @DwightS2025 2025-10-16T23:47Z XX followers, XXX engagements

"$ACLX $LEGN from MS note: differences between the populations enrolled in the anito-cel Ph2 trial (51% 3L) and the Carvykti CARTITUDE-1 trial (18% 3L) but if you adjust for this difference CARTITUDE-1 PFS would be in the range of XX mos vs. XX mos from EHA 2023"
X Link @DwightS2025 2025-10-17T19:12Z XX followers, XXX engagements

"Which is part of the reason why I think this pair trade is very long in the tooth and will reverse. Especially when $ACLX KM curves eventually get disclosed. $LEGN will have a big catch up trade"
X Link @DwightS2025 2025-10-17T19:13Z XX followers, XXX engagements

creator/x::DwightS2025
/creator/x::DwightS2025