# ![@Investorclimber Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1962871966144270336.png) @Investorclimber Investor & Climber

Investor & Climber posts on X about $nktr, $pepg, $crvs, $vktx the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1962871966144270336/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1962871966144270336/c:line/m:interactions.svg)

- [--] Week [-----] +289%
- [--] Month [------] +85%

### Mentions: [--] [#](/creator/twitter::1962871966144270336/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1962871966144270336/c:line/m:posts_active.svg)

- [--] Week [--] -12%
- [--] Month [--] +54%

### Followers: [---] [#](/creator/twitter::1962871966144270336/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1962871966144270336/c:line/m:followers.svg)

- [--] Week [---] +8.30%
- [--] Month [---] +27%

### CreatorRank: [-------] [#](/creator/twitter::1962871966144270336/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1962871966144270336/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  97% [stocks](/list/stocks)  43% [cryptocurrencies](/list/cryptocurrencies)  3% [currencies](/list/currencies)  1%

**Social topic influence**
[$nktr](/topic/$nktr) #10, [$pepg](/topic/$pepg) #7, [$crvs](/topic/$crvs) #13, [$vktx](/topic/$vktx) 7%, [$legn](/topic/$legn) 6%, [legn](/topic/legn) 6%, [$gpcr](/topic/$gpcr) #15, [$rvmd](/topic/$rvmd) 5%, [investment](/topic/investment) #3621, [$sndx](/topic/$sndx) 4%

**Top accounts mentioned or mentioned by**
[@hothomaswphelps](/creator/undefined) [@seedy19tron](/creator/undefined) [@amaymd](/creator/undefined) [@financebully](/creator/undefined) [@biovalues](/creator/undefined) [@rbodinier](/creator/undefined) [@byebyegoodguy](/creator/undefined) [@joserestonva](/creator/undefined) [@doodaddoctor](/creator/undefined) [@bioinvestor24](/creator/undefined) [@plainyogurt21](/creator/undefined) [@labinversion](/creator/undefined) [@itsdanfi](/creator/undefined) [@avidresearch](/creator/undefined) [@elmonogran42994](/creator/undefined) [@surferbackpack](/creator/undefined) [@kingkang80](/creator/undefined) [@houndcl](/creator/undefined) [@remindmeofthis](/creator/undefined) [@javier944712106](/creator/undefined)

**Top assets mentioned**
[PepGen Inc. (PEPG)](/topic/$pepg) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Legend Biotech Corp (LEGN)](/topic/$legn) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [LB Pharmaceuticals Inc. (LBRX)](/topic/$lbrx) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Abivax SA (ABVX)](/topic/$abvx) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [BioAtla, Inc. (BCAB)](/topic/$bcab) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Novartis AG (NVS)](/topic/$nvs) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [Zenas BioPharma, Inc. (ZBIO)](/topic/$zbio) [Amgen, Inc. (AMGN)](/topic/$amgn) [SuperRare (RARE)](/topic/$rare) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [AbbVie Inc (ABBV)](/topic/$abbv) [Genelux Corporation (GNLX)](/topic/$gnlx) [AstraZeneca PLC (AZN)](/topic/$azn) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Arcellx, Inc. (ACLX)](/topic/$aclx) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Anyswap (ANY)](/topic/$any) [Johnson & Johnson (JNJ)](/topic/$jnj) [MapLight Therapeutics, Inc (MPLT)](/topic/$mplt) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I bought $LEGN at 28$ thinking it was a safe investment: FDA approved partnered with J&J good sales good growth YoYtoday it is trading at 20$ and my worst performer apart from failed binaries. This sector is tough"  
[X Link](https://x.com/Investorclimber/status/2014082294705725801)  2026-01-21T21:06Z [---] followers, [----] engagements


"@RBodinier I fully agree and it is the reason why I have not sold. at 28$ the position I took was significant in my portfolio and that is why I have not increased the position at these prices but I am considering itAnito-cel seems to be the main threat but look at $SNDX and $KURA"  
[X Link](https://x.com/Investorclimber/status/2014252972159480184)  2026-01-22T08:25Z [---] followers, [---] engagements


"@RBodinier Everyone was expecting a super fast $KURA overtake of $SNDX and the first mover and first approved has an advantage that is unless *exceptionally* better safety or efficacy hard to beat. $LEGN is trading at less than 4x P/E could be BO"  
[X Link](https://x.com/Investorclimber/status/2014253711694967104)  2026-01-22T08:28Z [---] followers, [---] engagements


"Increasing $NKTR at 38$"  
[X Link](https://x.com/Investorclimber/status/2021196712807997623)  2026-02-10T12:17Z [---] followers, [----] engagements


"Bought Feb2026 5$ puts on $ALDX at 0.3$/contract. I think the third CRL is highly probable if by Feb16 the FDA does not communicate proposed labeling and stock will go down significantly by then. Nice read by @surferbackpack https://docs.google.com/document/d/1xjY_iwFNSbAAWTuXlJkBceqAIovvKkxu-QYBSTLFZII/edittab=t.0 https://docs.google.com/document/d/1xjY_iwFNSbAAWTuXlJkBceqAIovvKkxu-QYBSTLFZII/edittab=t.0"  
[X Link](https://x.com/Investorclimber/status/2021639268717015167)  2026-02-11T17:35Z [---] followers, [---] engagements


"Trimmed 70% of $GPCR at 94$ having bought at 64.5$"  
[X Link](https://x.com/Investorclimber/status/2014346784236036509)  2026-01-22T14:37Z [---] followers, [----] engagements


"Ended up selling the rest of the position at 92$. I think $GPCR can still run based on comps but the remaining position was too small to be significant and I decided to start a position in $PEPG (binary) and $LBRX (long term). Trimmed 70% of $GPCR at 94$ having bought at 64.5$. Trimmed 70% of $GPCR at 94$ having bought at 64.5$"  
[X Link](https://x.com/Investorclimber/status/2014678162454503636)  2026-01-23T12:34Z [---] followers, [----] engagements


"Short thread 🧵about why I decided to start a position in $PEPG and hold until the next catalyst that is coming in Q1 [----]. Indication: Myotonic Dystrophy Type [--] DM1 is an approx +3B$ market with no current drugs approved $NVS acquired $RNA for 12B (46% premium) DM1 main asset"  
[X Link](https://x.com/anyuser/status/2015753189765595143)  2026-01-26T11:46Z [---] followers, [----] engagements


"@byebyegoodguy $AZN discontinued AZD3427 for efficacy reasons.both are RXFP1 agonists. Even if $TECX molecule could work due to design nuances and trial characteristics I don't feel confident holding it when the target seems to not be the appropiate one and I prefer increasing $RVMD or $CRNX"  
[X Link](https://x.com/Investorclimber/status/2021177070429020445)  2026-02-10T10:58Z [---] followers, [----] engagements


"At what price will $NKTR raise the money needed for the Ph [--] 30-35$ 35-40$ 45-60$ 40-45$ 30-35$ 35-40$ 45-60$ 40-45$"  
[X Link](https://x.com/anyuser/status/2021206415722049780)  2026-02-10T12:55Z [---] followers, [----] engagements


"$NKTR [---] patient-years of exposure and over [----] patients treated. P3 planned for Q2 [----]. Raise coming"  
[X Link](https://x.com/Investorclimber/status/2021211191079473320)  2026-02-10T13:14Z [---] followers, [---] engagements


"For the $NKTR "haters" complaining about placebo"  
[X Link](https://x.com/anyuser/status/2021211784502247762)  2026-02-10T13:16Z [---] followers, [----] engagements


"$NKTR data is CRYSTAL CLEAR"  
[X Link](https://x.com/Investorclimber/status/2021213090910470554)  2026-02-10T13:22Z [---] followers, [---] engagements


"$NKTR is now my top [--] positionI dont know if that is good or not 🤣 average of 1798$"  
[X Link](https://x.com/Investorclimber/status/2021223544823116286)  2026-02-10T14:03Z [---] followers, [---] engagements


"I should trim some $NKTR but with this landscape I would rather take a hit and accept the loose than selling for less than at least 80$/sh. AD companies: $NKTR $0.94B market cap $KYMR $6.32B market cap $APGE $4.24B market cap $CRVS $1.68B market cap AD companies: $NKTR $0.94B market cap $KYMR $6.32B market cap $APGE $4.24B market cap $CRVS $1.68B market cap"  
[X Link](https://x.com/Investorclimber/status/2021226009098367250)  2026-02-10T14:13Z [---] followers, [----] engagements


"$NKTR For this lot I've set a take profit order at 66$ with the idea of investing back everything after they announce the raise later today. Increasing $NKTR at 38$. Increasing $NKTR at 38$"  
[X Link](https://x.com/Investorclimber/status/2021236531021730291)  2026-02-10T14:55Z [---] followers, [---] engagements


"$CATX holding the 5$ really well. Average of 2.80$"  
[X Link](https://x.com/Investorclimber/status/2021256549235081501)  2026-02-10T16:14Z [---] followers, [---] engagements


"$NKTR offering "underwritten public offering of $300000000 of its shares of its common stock and in lieu of common stock to certain investors pre-funded warrants to purchase shares of its common stock." https://ir.nektar.com/news-releases/news-release-details/nektar-therapeutics-announces-proposed-public-offering-0 https://ir.nektar.com/news-releases/news-release-details/nektar-therapeutics-announces-proposed-public-offering-0"  
[X Link](https://x.com/Investorclimber/status/2021330107835560268)  2026-02-10T21:07Z [---] followers, [---] engagements


"I like 300M$. Financial issues are off the table now. Enjoy the ride of the upcoming months. We will see the price but most likely [--] discount to today's close price. $NKTR"  
[X Link](https://x.com/Investorclimber/status/2021330488070156439)  2026-02-10T21:08Z [---] followers, [---] engagements


"Look like smart people follow me :) $NKTR Most likely high 50s or even 60ish depending if they announce it later today or earlier. At what price will $NKTR raise the money needed for the Ph [--] At what price will $NKTR raise the money needed for the Ph 3"  
[X Link](https://x.com/Investorclimber/status/2021573043630317593)  2026-02-11T13:12Z [---] followers, [----] engagements


"I am also overweight on $NKTR (+10% portfolio) but planning to add if there is a dip post announcement of the price offering. Anything around 50$ looks fine to me for buying. Bought more $NKTR at open. Shouldve done it yesterday but really dont have dry firepower and already hugely overweight the name. Had to move some stuff around to do so. After sleeping on it the thing for me is that this asset has been insanely undervalued for a long time Bought more $NKTR at open. Shouldve done it yesterday but really dont have dry firepower and already hugely overweight the name. Had to move some stuff"  
[X Link](https://x.com/Investorclimber/status/2021602398565720390)  2026-02-11T15:09Z [---] followers, [----] engagements


"The $NKTR offering was priced at 58$. Good. Now lets wait for the steady rise to three digits. $NKTR Nektar prices secondary offering and some thoughts: - quite quick with the pricing just more than one day since announcing the secondary which speaks to strong demand. - upsized at $460mm inclusive of fully allotted greenshoe as opposed to the previously PRed https://t.co/DVjNUvya5c $NKTR Nektar prices secondary offering and some thoughts: - quite quick with the pricing just more than one day since announcing the secondary which speaks to strong demand. - upsized at $460mm inclusive of fully"  
[X Link](https://x.com/Investorclimber/status/2021852186830156150)  2026-02-12T07:41Z [---] followers, [----] engagements


"Increased $IDYA at 29.80$/sh"  
[X Link](https://x.com/Investorclimber/status/2022393657857626463)  2026-02-13T19:33Z [---] followers, [---] engagements


"Increased $CRVS at 16/sh"  
[X Link](https://x.com/Investorclimber/status/2022394690772107768)  2026-02-13T19:37Z [---] followers, [---] engagements


"Bought $VNDA Mar2026 5$ call at 1.51$ per contract. PDUFA 21st of February for Bysanti (milsaperidone) for Bipolar I manic and mixed episodes and schizophrenia. Price almost down 20% today and a MCAP of 400M$ for a company with these milestones to come. Speculative trade"  
[X Link](https://x.com/Investorclimber/status/2022056113785442385)  2026-02-12T21:12Z [---] followers, [---] engagements


"I don't get why people is "annoyed" with $IRON CRL. "The CNPV is an FDA initiative aimed at dramatically reducing review times to [--] months for drugs and biologics that support U.S. national health interests" CNPV reduces review time it does not mean higher % of approval"  
[X Link](https://x.com/Investorclimber/status/2022725430856315015)  2026-02-14T17:31Z [---] followers, [---] engagements


"This has not aged well after the data presented at ASH by $ACLX / $GILD . Planning to sell at loss if the stock goes below 21.50$also looking to sell if it rebounces to 25-26$any opinions here $LEGN Started a major position on $LEGN at 28$ per share. I consider it a potential BO target for $JNJ and it has been punished for a narrow miss but still expects to become profitable [----] at this price levels I consider really difficult to loose money midterm. Started a major position on $LEGN at 28$ per share. I consider it a potential BO target for $JNJ and it has been punished for a narrow miss but"  
[X Link](https://x.com/Investorclimber/status/2000610903121605003)  2025-12-15T16:56Z [---] followers, [----] engagements


"Lesson learned for the next big hit: I sold $RZLT at 52-week low (1.09$) and now it is at 2.75$. 1) If you are already -90% just hold and maybe recover some %. 2) Buy after a negative binary if trading around cash you can only win and in this case is almost 200%"  
[X Link](https://x.com/Investorclimber/status/2003866023527858408)  2025-12-24T16:31Z [---] followers, [---] engagements


"@HOThomasWPhelps Does not the discount make sense $KYMR cash way higher and 12-18 months ahead in development"  
[X Link](https://x.com/Investorclimber/status/2014315829949542904)  2026-01-22T12:34Z [---] followers, [---] engagements


"@JoseRestonVA @kingkang80 I am considering building steadily a position in $LBRX as it is a simple story: the drug works almost no retail involvedthe price will go up most likely. $MPLT IPO lock up period ends up in Aprilmaybe that creates an interesting dip 🤔"  
[X Link](https://x.com/Investorclimber/status/2014449975912984822)  2026-01-22T21:27Z [---] followers, [---] engagements


"@DoodadDoctor @houndcl A good question that I asked myself yesterday and ended up selling the rest of the position at 92$. I think $GPCR can still run based on comps but the remaining position was too small to be significant and I decided to start a position in $PEPG (binary) and $LBRX (long term)"  
[X Link](https://x.com/Investorclimber/status/2014678093567349009)  2026-01-23T12:34Z [---] followers, [---] engagements


"Efficacy here is measured by "Splicing Correction" which repairs the genetic defect causing DM1. In Sept [----] $PEPG released Ph.2 data: [--] different doses (single-dose data) showing clear dose-response and potential BIC efficacy. Stock went up 200%. But there was one issue"  
[X Link](https://x.com/Investorclimber/status/2015753192810639800)  2026-01-26T11:46Z [---] followers, [---] engagements


"SAFETY: At 15mg/kg one of [--] patients experienced a transient kidney biomarker elevation classified as a DLT. It resolved without intervention in [--] hours. PGN-EDODM1 is a peptide and next data will show multiple-dosing data (5 and [--] mg/kg as [--] mg/kg was discarded) $PEPG"  
[X Link](https://x.com/Investorclimber/status/2015753195541213547)  2026-01-26T11:46Z [---] followers, [---] engagements


"The problem here is that it is known that peptides stress the kidneys and multiple-dosing even at a lower doses could not give the kidneys enough time to recover leading to toxicity accumulation and creating a serious safety issue. $PEPG. So why I decided to go long"  
[X Link](https://x.com/Investorclimber/status/2015753197839601915)  2026-01-26T11:46Z [---] followers, [---] engagements


"After the data was released $PEPG raised 100M$ at $3.20 per share (quite low considering that was trading around 5$). Still smart-money hedge-funds decided to increase their positions. Follow smart-money in biotech is almost always a must they have better knowledge models"  
[X Link](https://x.com/Investorclimber/status/2015753201027289342)  2026-01-26T11:46Z [---] followers, [---] engagements


"They did that being aware of the safety risk and having access models that can predict kidney toxicity and they feel comfortable with the data released. As comps: $DYN is trading at 3B$ (with the pipeline below) vs the 370M$ market cap of $PEPG. Efficacy and safety compared 👇"  
[X Link](https://x.com/Investorclimber/status/2015753204600860946)  2026-01-26T11:46Z [---] followers, [---] engagements


"Reason [--] why I decided to go long: Short interest. Low short interest is a good indicator for success in biotech companies. $PEPG low short interest described in the image below"  
[X Link](https://x.com/Investorclimber/status/2015753208161820842)  2026-01-26T11:46Z [---] followers, [---] engagements


"Last reason: $PEPG is "cheap" compared with its peers. As in any investment buying cheap is important. Table below compares $RNA (acquired by $NVS) $DYN and $PEPG. The scenario here is that $PEPG multiple-dosing could show even better efficacy data and confirm BIC but"  
[X Link](https://x.com/Investorclimber/status/2015753211777319281)  2026-01-26T11:46Z [---] followers, [---] engagements


"It could also indicate "accumulation of renal biomarkers" or "Grade [--] renal elevations" and it will throw the stock to its cash-value of approx. 1.5$ If safety is not a problem and BIC is confirmed $PEPG should trade around at least 1B$ so this is a potential 3-4x or -75%"  
[X Link](https://x.com/Investorclimber/status/2015753214306525628)  2026-01-26T11:46Z [---] followers, [---] engagements


"I decided to take the risk with a 4% portfolio position considering: - Smart-money increased their position being aware of the risks. - Short-interest remains low even considering the potential failure. -BIC efficacy and good safety profile will make $PEPG a multi-bagger"  
[X Link](https://x.com/Investorclimber/status/2015753216395219209)  2026-01-26T11:46Z [---] followers, [---] engagements


"No M&A leak yet 🤣 $ABVX"  
[X Link](https://x.com/Investorclimber/status/2016837422466675030)  2026-01-29T11:34Z [---] followers, [----] engagements


"$NKTR is going to "discuss" Rezpeg AtD maintenance data today as they did with the latest positive data for AA even if the market reacted negatively. People when they read "discuss""  
[X Link](https://x.com/Investorclimber/status/2021151413275931055)  2026-02-10T09:17Z [---] followers, [----] engagements


"2. $CRNX March [----] "Management will host a conference call today at 8:30 a.m. ET to DISCUSS topline results from the PATHFNDR-2 Phase [--] study." Data showed their drug paltusotine hit every primary and secondary endpoint with high statistical significance. $NKTR"  
[X Link](https://x.com/Investorclimber/status/2021158847704862939)  2026-02-10T09:46Z [---] followers, [---] engagements


"3 $VKTX February [----] Before their massive run-up on the VK2735 ph2 data the logistical advisories stated they would "discuss" trial outcomes. The data showed weight loss comparable to Eli Lilly's Zepbound The stock more than doubled (+120%) in a single session. $NKTR"  
[X Link](https://x.com/Investorclimber/status/2021159125686661511)  2026-02-10T09:47Z [---] followers, [---] engagements


"@A_May_MD @financebully @RemindMe_OfThis The signal to short $ZBIO"  
[X Link](https://x.com/Investorclimber/status/2022745400268992952)  2026-02-14T18:50Z [---] followers, [---] engagements


"@Javier944712106 @liteupthedark1 @Pharmdca $RARE and $AMGN should take it if results are good.my only concern is their cash.if results are bad we can expect a good -85%.that's why I am not increasing my position even if I have conviction not want to risk too much"  
[X Link](https://x.com/Investorclimber/status/2003179065730302190)  2025-12-22T19:01Z [---] followers, [---] engagements


"How many biotech stocks do you have in your portfolio I am long in [--] tickers currently by size: $NKTR $SNDX $OVID $ORKA $PALI $VKTX $LEGN $CATX $MREO $AGIO $SLNO $BBOT $CTMX $SABS $ACET $LXEO $IDYA (want to increase if dips) and $GPCR [--] 5-10 +20 10-20 [--] 5-10 +20 10-20"  
[X Link](https://x.com/Investorclimber/status/2003184123708637666)  2025-12-22T19:21Z [---] followers, [----] engagements


"And today they announce the PDUFA for $AGIO after a lot of delays 👌🤣 Sold $AGIO without any profit nor loss to buy $BBOT for [----]. Sold $AGIO without any profit nor loss to buy $BBOT for 2026"  
[X Link](https://x.com/Investorclimber/status/2003829594139607430)  2025-12-24T14:06Z [---] followers, [---] engagements


"$PALI. It looks like you could sell at 2.2-2.3$ knowing that it will be back to 1.7$ again and again in any case with $ABVX trading like that I am not going to risk it in case it explodes suddenly but I am tempted. It looks like an "easy" 30% up and down"  
[X Link](https://x.com/Investorclimber/status/2003902933130465661)  2025-12-24T18:57Z [---] followers, [----] engagements


"Andanother $RZLT herethe most "de risked binaries and the ones that fail $MREO $RARE Announces Phase [--] Orbit and Cosmic Results for Setrusumab (UX143) in Osteogenesis Imperfecta. Neither study achieved its primary endpoint of reduction in annualized clinical fracture rate compared to placebo (Orbit) or bisphosphonates (Cosmic) $MREO $RARE Announces Phase [--] Orbit and Cosmic Results for Setrusumab (UX143) in Osteogenesis Imperfecta. Neither study achieved its primary endpoint of reduction in annualized clinical fracture rate compared to placebo (Orbit) or bisphosphonates (Cosmic)"  
[X Link](https://x.com/Investorclimber/status/2005632925136752890)  2025-12-29T13:32Z [---] followers, [----] engagements


"@AlpBugraBasat In any case I look at this $SLS when it was 1.3ish and I was not expecting this pre data rally for them otherwise it would have been a good trade to sell pre data"  
[X Link](https://x.com/Investorclimber/status/2006129635482878179)  2025-12-30T22:25Z [---] followers, [---] engagements


"@BiotechAnalysst Ouh what a timing here $CORT the CEO is a good trader 😂"  
[X Link](https://x.com/Investorclimber/status/2006354916621828167)  2025-12-31T13:21Z [---] followers, [---] engagements


"@BioValues Nice price reaction in $BCAB good ways to do a 1000%"  
[X Link](https://x.com/Investorclimber/status/2006414363909935550)  2025-12-31T17:17Z [---] followers, [---] engagements


"$ZBIO be careful buying the dip.while a 56% reduction is statistically significant the market was expecting a 70%+ reduction to compete with $AMGN. Steroids are cheap (though toxic) and a new biologic needs to show overwhelming superiority to justify premium pricing"  
[X Link](https://x.com/Investorclimber/status/2008218170742485499)  2026-01-05T16:44Z [---] followers, [---] engagements


"Started a position in $CRNX at 43.75$ per share. Trying to reduce the small cap exposure to have some mid cap less risky anchor even if I am totally OK with potential big looses in exchange of potential big wins since increase of portfolio size is my priority"  
[X Link](https://x.com/Investorclimber/status/2008583111983198213)  2026-01-06T16:55Z [---] followers, [---] engagements


"@BioValues As it did with $BCAB 🤣🤣🤣"  
[X Link](https://x.com/Investorclimber/status/2008626609188671820)  2026-01-06T19:47Z [---] followers, [---] engagements


"Yesterday I was considering adding $VTYX 🤣 my "bad timing" picking stocks lately is interesting"  
[X Link](https://x.com/Investorclimber/status/2008648614189691287)  2026-01-06T21:15Z [---] followers, [---] engagements


"@bioinvestor24 A clear $VKTX long here: best data so far at less time than competitors with no plateau safety profile acceptable in the leading space in pharma right now they will be acquired as I think they does not want to compete against $NVO and $LLY"  
[X Link](https://x.com/Investorclimber/status/2008922530715779369)  2026-01-07T15:23Z [---] followers, [---] engagements


"@bioinvestor24 $ABBV Has just announced that they are not interested in $RVMD"  
[X Link](https://x.com/Investorclimber/status/2009010364713980039)  2026-01-07T21:12Z [---] followers, [---] engagements


"@A_May_MD @PCM_bio Do you still hold the $VKTX shares Just curious. I do"  
[X Link](https://x.com/Investorclimber/status/2009666268107005954)  2026-01-09T16:39Z [---] followers, [---] engagements


"Interesting for $QURE. Happy to announce today regulatory flexibilities for cell and gene therapies. Patients and those working on cures deserve common sense approaches. https://t.co/bV4cYZWsA9 Happy to announce today regulatory flexibilities for cell and gene therapies. Patients and those working on cures deserve common sense approaches. https://t.co/bV4cYZWsA9"  
[X Link](https://x.com/Investorclimber/status/2010649936250257586)  2026-01-12T09:47Z [---] followers, [---] engagements


"@AaronRosenblum5 @plainyogurt21 @Biotenic Hahahaha I muted the nwbo hashtag and tag worst cult I've ever seen"  
[X Link](https://x.com/Investorclimber/status/2011452523026972985)  2026-01-14T14:57Z [---] followers, [---] engagements


"@Architectolder @doepke_michel Same here I try to base my investment in data and at this moment $VKTX data is superior even if the CEO "aura" might not the best"  
[X Link](https://x.com/Investorclimber/status/2011728597363695801)  2026-01-15T09:14Z [---] followers, [---] engagements


"$NKTR bears saying that Rezpeg efficacy is low but is the only one with no plateau at [--] weeks. We need to see maintenance but long and buying dips. $CRVS Visual of PBO-adj EASI Reductions in AD trials (drug + MOA/targets) $ABBV - Upadacitinib JAKi $APGE - APG777 IL-13 CRVS - #Soquelitinib #ITKi $NKTR - Rezpeg Treg SNY $REGN - Dupilumab IL-4RA $SNY - Amlitelimab OX40L Will update w/ Corvus 8wk data on Tues https://t.co/0FhUKgpB1I $CRVS Visual of PBO-adj EASI Reductions in AD trials (drug + MOA/targets) $ABBV - Upadacitinib JAKi $APGE - APG777 IL-13 CRVS - #Soquelitinib #ITKi $NKTR - Rezpeg"  
[X Link](https://x.com/Investorclimber/status/2012629903410102314)  2026-01-17T20:55Z [---] followers, [---] engagements


"@JoseRestonVA @Kalle_K_K @Kross_Roads @Lab_Inversion"  
[X Link](https://x.com/Investorclimber/status/2012940383374725155)  2026-01-18T17:29Z [---] followers, [--] engagements


"@FWCStocks @pawcio2009 $PALI goes up to 2.5$ and back to 16$ on no news each couple of weeks without reason a good one to trade"  
[X Link](https://x.com/Investorclimber/status/2013724597447696780)  2026-01-20T21:25Z [---] followers, [---] engagements


"@HOThomasWPhelps Thanks for sharing what app/website is that"  
[X Link](https://x.com/Investorclimber/status/2013961093282939101)  2026-01-21T13:05Z [---] followers, [---] engagements


"@plainyogurt21 @Kennydoesbio The question here is: is this a better investment at these levels or once they raise cash I find always difficult to interpret/have clues on how this will evolve. Maybe this rerates before readout and then they raise and it could be a good opportunity here or not"  
[X Link](https://x.com/Investorclimber/status/2014309648203964868)  2026-01-22T12:10Z [---] followers, [---] engagements


"@Lab_Inversion $CLPT"  
[X Link](https://x.com/Investorclimber/status/2016517327852822901)  2026-01-28T14:22Z [---] followers, [---] engagements


"Amazing job from Barclays regarding $TVRD they just missed the comma in the 6.1$ price target"  
[X Link](https://x.com/Investorclimber/status/1977734145414504735)  2025-10-13T13:52Z [---] followers, [----] engagements


"@Biotech_AI @StreetCred2017 Agree the price has not been increasing and the market is not expecting much so the volatility will be lower in comparison with other recent "binary" events"  
[X Link](https://x.com/Investorclimber/status/1978419687714074779)  2025-10-15T11:16Z [---] followers, [--] engagements


"$ABVX CEO talks about next steps and what they plan to do with the 750M$ raised. Top line data about QoL coming this week and he sees really optimistic. @A_May_MD @seedy19tron"  
[X Link](https://x.com/Investorclimber/status/1985348243408961889)  2025-11-03T14:08Z [---] followers, [----] engagements


"$IOBT CBO says that: "this narrow miss on significance is not the end for us is the beginning we will start additional phase [--] in melanoma and other indications"  
[X Link](https://x.com/Investorclimber/status/1985362445184208944)  2025-11-03T15:04Z [---] followers, [---] engagements


"I've started a position in a name that I've not seen across BioX: $GNLX. Catalysts coming in H42025-early [----] with potential top-line ph [--] results in platinum resistant/refractory ovarian cancer (PRROC). They had pretty interesting phase [--] results with 54% ORR (15-30% compet)"  
[X Link](https://x.com/Investorclimber/status/1988711407248986309)  2025-11-12T20:52Z [---] followers, [---] engagements


"A couple of things that I do not like about $GNLX: Cash runway up to Q3 [----] and it seems they had troubles raising not top institutional investors in the cap table. The study is open-label and PFS as endpoint but FDA agreed that good PFS without worsening OS could be approv"  
[X Link](https://x.com/Investorclimber/status/1988711764926542052)  2025-11-12T20:53Z [---] followers, [---] engagements


"Increasing $ORKA position on todays dip. Started a position in $VKTX also"  
[X Link](https://x.com/Investorclimber/status/1995578200077074501)  2025-12-01T19:38Z [---] followers, [---] engagements


"@itsDanfi Hahahaha the PhD does not give you knowledge about everything Yes the thesis has changed I think most people (me included) was not expecting efficacy from Arito-cel to be as good as Carvykti with a better safety profile. Now $LEGN relies on CARTITUDE-5 to have an edge"  
[X Link](https://x.com/Investorclimber/status/2000623613737828743)  2025-12-15T17:46Z [---] followers, [---] engagements


"@itsDanfi While before it was about the 84% growth year over year without any competitor with similar efficacy. So as soon as the stock holds in this range is ok but if it goes lower is because market consider that Arito-cel will win and the $LEGN floor will be hard to predict"  
[X Link](https://x.com/Investorclimber/status/2000624118501143038)  2025-12-15T17:48Z [---] followers, [---] engagements


"@avidresearch We have a good recent example with $ATYR many were sharing screenshots of the open positions suggesting success and it turned out to be a big loose. That can never be considered relevant"  
[X Link](https://x.com/Investorclimber/status/2009375288224878968)  2026-01-08T21:22Z [---] followers, [---] engagements


"@BioValues @ElMonoGran42994 @BioTechTraderSD You are a lier and you know it hahaha. Always buying crap stock at lows and selling at "highs of stocks they go down without pause as $BCAB"  
[X Link](https://x.com/Investorclimber/status/2009642232463454589)  2026-01-09T15:03Z [---] followers, [---] engagements


"The 50% QoQ figure is almost certainly a distortion of early-launch dynamics rather than a clinical failure. If 50% of patients were quitting a drug for a "life-threatening" hunger disorder the company's revenue wouldn't be beating expectationsit would be cratering." $SLNO"  
[X Link](https://x.com/Investorclimber/status/2010718934388064296)  2026-01-12T14:22Z [---] followers, [---] engagements


"I am going to start to concentrate more my portfolio so yesterday I sold $SLNO (10% loss) and $MREO (75% loss) and I am increasing $NKTR $BBOT and $VKTX"  
[X Link](https://x.com/Investorclimber/status/2011079313345691819)  2026-01-13T14:14Z [---] followers, [----] engagements


"Pretty interesting for $SNDX one of my top [--] positions currently 34% up and that I consider increasing in dips. $SNDX valuation as multiples of actual TTM product sales (reflecting 1/2 share of Niktimvo) v [--] M&A exits Note the [--] were acquired @ 70-131X Q4 sales post approval v SNDX @ 25X. [--] were acq @ 22-56X Year [--] sales v SNDX @ 9X $INCY $IBB $XBI $NBI $VRNA https://t.co/eOgI4KawGq $SNDX valuation as multiples of actual TTM product sales (reflecting 1/2 share of Niktimvo) v [--] M&A exits Note the [--] were acquired @ 70-131X Q4 sales post approval v SNDX @ 25X. [--] were acq @ 22-56X Year [--] sales v"  
[X Link](https://x.com/Investorclimber/status/2011079906739019920)  2026-01-13T14:16Z [---] followers, [---] engagements


"@princetongb I am long at 35$ but I still have problems to understand why the clear superior data is in this situation while $GPCR or $MTSR with worst data are doing much better"  
[X Link](https://x.com/Investorclimber/status/2011176094976917885)  2026-01-13T20:38Z [---] followers, [---] engagements


"$BHVN R&D process. Is the pipe growing again Wtf $BHVN Left is mid [----] (12 programs) Right is yesterday at JPM With half the cash half the market cap and the lead program dead. (18 programs) Vlad I beg of you. https://t.co/zbejcAJ5GA Is the pipe growing again Wtf $BHVN Left is mid [----] (12 programs) Right is yesterday at JPM With half the cash half the market cap and the lead program dead. (18 programs) Vlad I beg of you. https://t.co/zbejcAJ5GA"  
[X Link](https://x.com/Investorclimber/status/2011394327533199471)  2026-01-14T11:05Z [---] followers, [---] engagements


"Honestly I have to be one of the worst $xbi biotech investors ever existed"  
[X Link](https://x.com/Investorclimber/status/2013623947653173462)  2026-01-20T14:45Z [---] followers, [---] engagements


"@HOThomasWPhelps Super clear and thankful of the level of knowledge shared there for free. I only wish I had discover your profile before data because I would have been most likely convinced (data and science driven) to buy Appreciate it"  
[X Link](https://x.com/Investorclimber/status/2014320112250016200)  2026-01-22T12:51Z [---] followers, [--] engagements


"@seedy19tron Shorting $CRVSrisky"  
[X Link](https://x.com/Investorclimber/status/2014782474761412840)  2026-01-23T19:29Z [---] followers, [---] engagements


"@aggregategains @financebully @seedy19tron Having $CRVS over suscribed at 22.15$I would rather short $IBRX for instance. But I am no one and a newbie with less experience and profit than 99% BioX so just here to learn"  
[X Link](https://x.com/Investorclimber/status/2014797428008894879)  2026-01-23T20:28Z [---] followers, [---] engagements


"@HOThomasWPhelps Appreciate this as always. @seedy19tron has shorted $CRVS and he will be releasing a report with information. It could be a good opportunity to "debate" it as I think the data and safety is to say the least super compelling. Enjoy the weekend"  
[X Link](https://x.com/Investorclimber/status/2015001938274775256)  2026-01-24T10:01Z [---] followers, [---] engagements


"If you are interested in AtD (Atopic dermatitis) and in the companies $CRVS $NKTR $APGE $KYMR follow this guy 👇 The perfect example on how turn deep knowledge into profit. @avidresearch There was essentially no difference between Cohort [--] BID 100mg and Cohort [--] QD 200mg dosing. Therefore $CRVS expects QD dosing to be fine. They just kept BID for Cohort [--] to be able to pool data with Cohort [--]. Mechanistically there is arguement that every other day dosing @avidresearch There was essentially no difference between Cohort [--] BID 100mg and Cohort [--] QD 200mg dosing. Therefore $CRVS expects QD"  
[X Link](https://x.com/Investorclimber/status/2015129701711216901)  2026-01-24T18:28Z [---] followers, [----] engagements


"You better buy the dip $RVMD $XBI $RVMD $MRK Per @WSJ $MRK is no longer in acquisition talks with Revolution Medicines $RVMD because the parties could not agree on price according to people familiar with the matter. The WSJ says the (previously discussed) deal would have valued Revolution at roughly https://t.co/mntYGI5Ac3 $XBI $RVMD $MRK Per @WSJ $MRK is no longer in acquisition talks with Revolution Medicines $RVMD because the parties could not agree on price according to people familiar with the matter. The WSJ says the (previously discussed) deal would have valued Revolution at roughly"  
[X Link](https://x.com/Investorclimber/status/2015514855462011132)  2026-01-25T19:59Z [---] followers, [----] engagements


"Looks like $RVMD will open around 90$. Will you buy the dip Yes will buy below 90$ Yes between 90$ and 100$ No no BO means I'm out. Yes will buy below 90$ Yes between 90$ and 100$ No no BO means I'm out"  
[X Link](https://x.com/Investorclimber/status/2015736909578772777)  2026-01-26T10:41Z [---] followers, [---] engagements


"I don't have any cash not already invested for this month but I will be happy to increase my position (current average 111$) around 90$ if there is the possibility in a couple of days when cash arrives. $RVMD"  
[X Link](https://x.com/Investorclimber/status/2015737827535790515)  2026-01-26T10:45Z [---] followers, [---] engagements


"Of course this is not financial advice I just share my thesis so I can learn more here in BioX. Thanks to everyone sharing takes here :)"  
[X Link](https://x.com/Investorclimber/status/2015753218572083414)  2026-01-26T11:46Z [---] followers, [---] engagements


"RT @HOThomasWPhelps: $CRVS [--] min interview with CEO Richard Miller - "Very good chance" soquelitinib is a disease-modifying therapy - "Mo"  
[X Link](https://x.com/Investorclimber/status/2016634747078721654)  2026-01-28T22:09Z [---] followers, [--] engagements


"This 👌 Now that everyone is an expert on curing pancreatic cancer in mice not rats - I want to add some context that goes beyond the headline. You will want to read this. Cancer is cured in mice all the time. Thousands of times. 90% of those cures fail in humans. Why Because Now that everyone is an expert on curing pancreatic cancer in mice not rats - I want to add some context that goes beyond the headline. You will want to read this. Cancer is cured in mice all the time. Thousands of times. 90% of those cures fail in humans. Why Because"  
[X Link](https://x.com/Investorclimber/status/2016886635917381800)  2026-01-29T14:50Z [---] followers, [---] engagements


"WTF is going on with $CATX I was on a plane. Good for the positionshould I trim"  
[X Link](https://x.com/Investorclimber/status/2016936825756033315)  2026-01-29T18:09Z [---] followers, [----] engagements


"I was on a plane and between taking the screen shot and analyzing what happened the selling at highs opportunity was gone. Next time I will sell and take the screenshot later 🤣 $CATX WTF is going on with $CATX I was on a plane. Good for the positionshould I trim https://t.co/uFlLGWZIpM WTF is going on with $CATX I was on a plane. Good for the positionshould I trim https://t.co/uFlLGWZIpM"  
[X Link](https://x.com/Investorclimber/status/2017272177574175226)  2026-01-30T16:22Z [---] followers, [---] engagements

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