# ![@Lord_of_Biotech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1250342313244557313.png) @Lord_of_Biotech Lord_of_Biotechs

Lord_of_Biotechs posts on X about share, company, $kros, more than the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1250342313244557313/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250342313244557313/c:line/m:interactions.svg)

- [--] Week [------] +25%
- [--] Month [------] +76%
- [--] Months [-------] -25%
- [--] Year [---------] +78%

### Mentions: [--] [#](/creator/twitter::1250342313244557313/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250342313244557313/c:line/m:posts_active.svg)

- [--] Month [--] -41%
- [--] Months [---] +6.80%
- [--] Year [---] +53%

### Followers: [-----] [#](/creator/twitter::1250342313244557313/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250342313244557313/c:line/m:followers.svg)

- [--] Week [-----] +0.16%
- [--] Month [-----] +7%
- [--] Months [-----] +18%
- [--] Year [-----] +50%

### CreatorRank: [---------] [#](/creator/twitter::1250342313244557313/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250342313244557313/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  64.66% [finance](/list/finance)  41.38% [cryptocurrencies](/list/cryptocurrencies)  6.9% [exchanges](/list/exchanges)  1.72% [countries](/list/countries)  0.86% [currencies](/list/currencies)  0.86%

**Social topic influence**
[share](/topic/share) 8.62%, [company](/topic/company) 7.76%, [$kros](/topic/$kros) 7.76%, [more than](/topic/more-than) 6.9%, [mio](/topic/mio) 6.03%, [stocks](/topic/stocks) 5.17%, [$rptx](/topic/$rptx) 4.31%, [market cap](/topic/market-cap) 4.31%, [$achl](/topic/$achl) 4.31%, [$thrd](/topic/$thrd) 4.31%

**Top accounts mentioned or mentioned by**
[@anotherbio](/creator/undefined) [@ltbioinvestor](/creator/undefined) [@biohazard3737](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@matthewherper](/creator/undefined) [@lizzylaw](/creator/undefined) [@elaineywchen](/creator/undefined) [@damiangarde](/creator/undefined) [@lordofbiotech](/creator/undefined) [@f8434784752](/creator/undefined) [@financebully](/creator/undefined) [@bobbyennis](/creator/undefined) [@archimedes20311](/creator/undefined) [@notoai_](/creator/undefined) [@benmtucci](/creator/undefined) [@sanchayjaveria](/creator/undefined)

**Top assets mentioned**
[Keros Therapeutics, Inc. (KROS)](/topic/$kros) [Repare Therapeutics Inc. (RPTX)](/topic/$rptx) [Achilles Therapeutics Plc (ACHL)](/topic/$achl) [Third Harmonic Bio, Inc. (THRD)](/topic/$thrd) [LAVA Therapeutics BV (LVTX)](/topic/$lvtx) [Johnson & Johnson (JNJ)](/topic/$jnj) [BioAge Labs, Inc. (BIOA)](/topic/$bioa) [Ventyx Biosciences, Inc. (VTYX)](/topic/$vtyx) [iTeos Therapeutics, Inc. (ITOS)](/topic/$itos) [Geron Corp (GERN)](/topic/$gern) [Monte Rosa Therapeutics, Inc. (GLUE)](/topic/$glue) [Asset Entities Inc. (ASST)](/topic/$asst) [Bitcoin (BTC)](/topic/bitcoin) [CARGO Therapeutics, Inc. (CRGX)](/topic/$crgx) [HilleVax, Inc. (HLVX)](/topic/$hlvx) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Generation Bio Co. (GBIO)](/topic/$gbio) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [PMV Pharmaceuticals, Inc. (PMVP)](/topic/$pmvp) [Liquity BOLD (BOLD)](/topic/$bold) [Pfizer, Inc. (PFE)](/topic/$pfe) [American Well Corp (AMWL)](/topic/$amwl) [Ikena Oncology, Inc. (IKNA)](/topic/$ikna) [MEI Pharma, Inc. (MEIP)](/topic/$meip) [Arvinas, Inc (ARVN)](/topic/$arvn) [Abivax SA (ABVX)](/topic/$abvx) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Bolt Biotherapeutics, Inc. (BOLT)](/topic/$bolt) [Galecto Inc. (GLTO)](/topic/$glto) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [Moderna Inc (MRNA)](/topic/$mrna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Aren't $IVVD $TNXP the big winner here When the FDA is super sceptical against all kinds of / mRNA vaccines these players with mABs should be the winner here BREAKING: FDA refuses to review Modernas $MRNA influenza vaccine https://t.co/df6oAfeEhO via @matthewherper BREAKING: FDA refuses to review Modernas $MRNA influenza vaccine https://t.co/df6oAfeEhO via @matthewherper"  
[X Link](https://x.com/Lord_of_Biotech/status/2021540957129515124)  2026-02-11T11:04Z [----] followers, [----] engagements


"Ph2 data in Q1 - peer company to $CMPS and they had a big PIPE some months ago. https://investingnews.com/cybin-announces-closing-of-175-million-registered-direct-offering/ $HELP - $135K Call buyer https://t.co/2rd1nutDW3 https://investingnews.com/cybin-announces-closing-of-175-million-registered-direct-offering/ $HELP - $135K Call buyer https://t.co/2rd1nutDW3"  
[X Link](https://x.com/Lord_of_Biotech/status/2022033513818862059)  2026-02-12T19:42Z [----] followers, [----] engagements


"$PMVP 8.9% ownership filing by Tang Capital. Lets see what their plan here is. I am long (again) https://www.sec.gov/Archives/edgar/data/1232621/000121465925014073/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1232621/000121465925014073/xslSCHEDULE_13G_X01/primary_doc.xml"  
[X Link](https://x.com/Lord_of_Biotech/status/1970773494968307880)  2025-09-24T08:53Z [----] followers, [----] engagements


"$BOLD with poster presentation at AACR next week. First time they present BBI-355 and BBI-825 data to address oncogene amplified cancer. I have no idea what that is but company trades massively below cash. Cash per share around [--] US$. Downside should be capped. Maybe they can present something special next Thursday. Stock catched a bid after their announcement"  
[X Link](https://x.com/Lord_of_Biotech/status/1978841724530405429)  2025-10-16T15:13Z [----] followers, [----] engagements


"Gilde Healthcare is pushing on $LVTX as they try to sell their 20% stake. A lot of opportunities to increase or buy a stake in $LVTX for their CVR. Following this story already since late last year when $LVTX was around [----]. @AnotherBio made a nice write-up on this. Highly recommended to follow him ;) https://twitter.com/i/web/status/1979196276559204666 https://twitter.com/i/web/status/1979196276559204666"  
[X Link](https://x.com/Lord_of_Biotech/status/1979196276559204666)  2025-10-17T14:42Z [----] followers, [----] engagements


"Nice coincidence. $LVTX and $XOMA agree to an new pruchase agreement. Lowering the initial cash distribution but upping the cash right to [----] US$ when outstanding liabilities will be resolved (which I think they will). Important the asset/outlicense CR stays untouched and will deliver a great risk/reward for the next year with the $PFE and $JNJ CVRs as well as the remaining company pipeline value. Closing beginning/mid November. This will take out a lot of uncertainty here. Long Gilde Healthcare is pushing on $LVTX as they try to sell their 20% stake. A lot of opportunities to increase or"  
[X Link](https://x.com/Lord_of_Biotech/status/1979217186573951226)  2025-10-17T16:05Z [----] followers, [----] engagements


"Does it at this valuation really matter what sales $GERN is printing They have more than [---] million in cash - [---] million in debt. Annualizing 180-190 million in sales and would be profitable without their R&D costs for the MF phase-3-study. So EV is roughly [---] million Whats that Like P/S of [--] I know that their asset is not the best. But just from a financial point of view. What is my downside if I buy here Even if their phase-3 is failing and they will maybe get to [--] million in quarterly sales long term They can still be profitable. What do I miss"  
[X Link](https://x.com/Lord_of_Biotech/status/1986049319246459058)  2025-11-05T12:33Z [----] followers, 12.3K engagements


"Good development here at $EOLS and the buys after their last report seem to be a really good timing for me. At the end many things in investing are dealing around buying stocks at the right prices and the right time. Lets see where this is heading but profitable from Q4 onwards is a really good sign here for this company and they have a big pipeline with new products coming to the markets from [----] onwards. When I compare $RVNC P/S multiples with $EOLS multiples today isn't $EOLS super cheap here $EOLS is on multiples $RVNC was bought after the massive haircut due to patent and license"  
[X Link](https://x.com/Lord_of_Biotech/status/1986197761792807136)  2025-11-05T22:23Z [----] followers, [----] engagements


"$NEUP - new offer by LYNX1 to buy the company. [----] US$ as starting point"  
[X Link](https://x.com/Lord_of_Biotech/status/1995848940185682169)  2025-12-02T13:34Z [----] followers, [----] engagements


"$BIOA $VTYX and $GLUE were a nice ride for me. Sold a big chunk of my position in all three of them. $BIOA also with a NLRP3 in their pipeline. Could be a nice readthrough or sympathy play today. Massively below net cash. Lots of upside. $BIOA also with a NLRP3 in their pipeline. Could be a nice readthrough or sympathy play today. Massively below net cash. Lots of upside"  
[X Link](https://x.com/Lord_of_Biotech/status/1999158627513344229)  2025-12-11T16:45Z [----] followers, [----] engagements


"Nice christmas gift. When I first bought $RPTX in April around [--] US$ Cathie Woods was selling her whole position. Today its trading around [----] US$ simply by selling their portfolio and liquidating. Sometimes its so nice to buy cheap net cash stocks. Repare Therapeutics Announces Acquisition of Pol ATPase Inhibitor RP-3467 by Gilead Sciences for Up To $30 Million in Total Consideration Ding Dong $RPTX gets bought by a subsidary of $XOMA for [----] US$ plus a CVR. I think that CVR is super valuable. https://t.co/UO5dAykgPB Ding Dong $RPTX gets bought by a subsidary of $XOMA for [----] US$ plus a"  
[X Link](https://x.com/Lord_of_Biotech/status/2003800218404339929)  2025-12-24T12:09Z [----] followers, [----] engagements


"This $SMLR / $ASST Deal is so bad structured that $SMLR shareholders will probably sell their company massively below their book value and board and "bitcoin president" are recommending to approve this deal. What about shareholder value corporate governance and so on The company should instead of recommending approval renegotiate the deal after this massive decrease in $ASST value. https://twitter.com/i/web/status/2006387163299029230 https://twitter.com/i/web/status/2006387163299029230"  
[X Link](https://x.com/Lord_of_Biotech/status/2006387163299029230)  2025-12-31T15:29Z [----] followers, [----] engagements


"$BIOA $VTYX and $GLUE were my biggest winners since the april drama in biotech land. What a journey. Blessed $BIOA also with a NLRP3 in their pipeline. Could be a nice readthrough or sympathy play today. Massively below net cash. Lots of upside. $BIOA also with a NLRP3 in their pipeline. Could be a nice readthrough or sympathy play today. Massively below net cash. Lots of upside"  
[X Link](https://x.com/Lord_of_Biotech/status/2008654332498260435)  2026-01-06T21:38Z [----] followers, [----] engagements


"$AMWL with a new 13G filing. Interesting balance sheet situation and company wants to be operating cash flow positive in [----]. Had some big one off items in [----]. Massively below Book Value"  
[X Link](https://x.com/Lord_of_Biotech/status/2016258330411336009)  2026-01-27T21:13Z [----] followers, [----] engagements


"No news from $RPTX for final closing time or cash payment. According to Nasdaq equity trader this will cease trading tonight"  
[X Link](https://x.com/Lord_of_Biotech/status/2016258679687749850)  2026-01-27T21:15Z [----] followers, [----] engagements


"$INMD Last week this: "Steel Partners Holdings L.P. Announces It Has Presented $18.00 Per Share Offer for 51% of InMode Ltd. to Board of Directors" Today company announces a search for strategic alternatives. I think thats bullish. Company is under pressure the last quarters with declining revenue and margins but still profitable and buying back a lot of shares. Lets see if other bidders emerge"  
[X Link](https://x.com/Lord_of_Biotech/status/2018294647567561118)  2026-02-02T12:05Z [----] followers, [----] engagements


"$HOTH in September [----] and in January 2026"  
[X Link](https://x.com/Lord_of_Biotech/status/2019404586318979279)  2026-02-05T13:35Z [----] followers, [----] engagements


"$ATHA what a nice result. Had this so long in my portfolio and than this banger news today Athira Pharma Announces Exclusive License to Lasofoxifene Phase [--] Development Program for Metastatic Breast Cancer Candidate and a Financing for up to $236 Million https://investors.athira.com/news-releases/news-release-details/athira-pharma-announces-exclusive-license-lasofoxifene-phase-3 $ATHA Brutal run since this post - wow https://t.co/h0KjVmznDC https://investors.athira.com/news-releases/news-release-details/athira-pharma-announces-exclusive-license-lasofoxifene-phase-3 $ATHA Brutal run since this"  
[X Link](https://x.com/Lord_of_Biotech/status/2001629518872666418)  2025-12-18T12:24Z [----] followers, [----] engagements


"So $GERN estimates it will grow by 10-20% in revenue and will lower their opex significantly maybe getting them to positive cash flow already in [----] (including development costs for their phase-3 in MF). So obviously the buys at [----] US$ were good ones. Does it at this valuation really matter what sales $GERN is printing They have more than [---] million in cash - [---] million in debt. Annualizing 180-190 million in sales and would be profitable without their R&D costs for the MF phase-3-study. So EV is roughly [---] million Does it at this valuation really matter what sales $GERN is printing"  
[X Link](https://x.com/Lord_of_Biotech/status/2010706295469564288)  2026-01-12T13:31Z [----] followers, [----] engagements


"Bought some $KPRX the last days. Below NCAV two Ph-2 readouts in [----] and probably around NCAV at year end. So even if both trials will fail the stock will still have a reasonable safety net. I have no idea of the trials but KIO-301 is partnered with Thea who are paying also for the study costs. Feels like a good risk/reward chance especially at 7-8 million US$ market cap. https://twitter.com/i/web/status/2017303099417768180 https://twitter.com/i/web/status/2017303099417768180"  
[X Link](https://x.com/Lord_of_Biotech/status/2017303099417768180)  2026-01-30T18:25Z [----] followers, [----] engagements


"@LTbioinvestor They IPOed at 2nd February"  
[X Link](https://x.com/Lord_of_Biotech/status/2020886287809491001)  2026-02-09T15:43Z [----] followers, [----] engagements


"@LTbioinvestor When your financial advisor is Maxim Group then I think everybody knows about the quality of $PLYX"  
[X Link](https://x.com/Lord_of_Biotech/status/2020886601564397577)  2026-02-09T15:44Z [----] followers, [----] engagements


"$RTW $EVMN - stock +100%"  
[X Link](https://x.com/Lord_of_Biotech/status/2021215078826000480)  2026-02-10T13:30Z [----] followers, [----] engagements


"$EPIX 5% owner Soleus Capital demands liquidation and wind down of the company Tang Capital and BML also with 10% stakes involved. Seems like some support for liquidation plays incoming Would be great for my portfolio again :) https://www.sec.gov/Archives/edgar/data/1633932/000121390025032152/ea023833701ex2_essa.htm https://www.sec.gov/Archives/edgar/data/1633932/000121390025032152/ea023833701ex2_essa.htm"  
[X Link](https://x.com/Lord_of_Biotech/status/1912250492920439138)  2025-04-15T21:03Z [----] followers, 19.6K engagements


"$CTMX Beside their EpCAM there will be CX-801 Probody data in Q4. Nice development recently. Especially after this useless selling in August"  
[X Link](https://x.com/Lord_of_Biotech/status/1980323773812453471)  2025-10-20T17:22Z [----] followers, 12.3K engagements


"Ding Dong $RPTX gets bought by a subsidary of $XOMA for [----] US$ plus a CVR. I think that CVR is super valuable. $RPTX with breakout today. Some data in HY2. Looking for strategic alternatives already sold their preclinical pipeline and released a lot of employees. Could be an interesting target for Tang and Co with a lot of remaining asset upside. https://t.co/rXrwLNwryt $RPTX with breakout today. Some data in HY2. Looking for strategic alternatives already sold their preclinical pipeline and released a lot of employees. Could be an interesting target for Tang and Co with a lot of remaining"  
[X Link](https://x.com/Lord_of_Biotech/status/1989455851019800589)  2025-11-14T22:10Z [----] followers, 10.5K engagements


"$GERN +50% now. Nice Still holding Does it at this valuation really matter what sales $GERN is printing They have more than [---] million in cash - [---] million in debt. Annualizing 180-190 million in sales and would be profitable without their R&D costs for the MF phase-3-study. So EV is roughly [---] million Does it at this valuation really matter what sales $GERN is printing They have more than [---] million in cash - [---] million in debt. Annualizing 180-190 million in sales and would be profitable without their R&D costs for the MF phase-3-study. So EV is roughly [---] million"  
[X Link](https://x.com/Lord_of_Biotech/status/2018344292574491002)  2026-02-02T15:22Z [----] followers, [----] engagements


"Even if the white house did decline this voucher isn't that super bullish for $CMPS $ATAI or $HELP I mean what an endorsement from the agency. FDA Commissioner Marty Makary tried to give Compass Pathways $CMPS one of his priority vouchers for its psychedelic drug. The Trump White House said no. Reporting from @LizzyLaw_ @elaineywchen @damiangarde https://t.co/R40iJxdbKp FDA Commissioner Marty Makary tried to give Compass Pathways $CMPS one of his priority vouchers for its psychedelic drug. The Trump White House said no. Reporting from @LizzyLaw_ @elaineywchen @damiangarde"  
[X Link](https://x.com/Lord_of_Biotech/status/2019084319793308109)  2026-02-04T16:23Z [----] followers, [----] engagements


"I am in here since some months. Autoimmune diseases a hot field right now an $NKTX with NK-data in Q4 $NKTX 2H catalyst Ra #1 holder cash 3.19/sh fwiw $NKTX 2H catalyst Ra #1 holder cash 3.19/sh fwiw"  
[X Link](https://x.com/Lord_of_Biotech/status/1978523538077122923)  2025-10-15T18:09Z [----] followers, [----] engagements


"When CEO is telling $ASST shareholders that its positive to pay higher dividends in an other equity class. No wonder the stock is so low. In addition to raising the $SATA interest rate to 12.5% Strive also reported our cash position has increased to $127.2M. We hold [-----] Bitcoin have no margin no encumbered Bitcoin & over [--] years of additional potential interest coverage from our Bitcoin at current prices. In addition to raising the $SATA interest rate to 12.5% Strive also reported our cash position has increased to $127.2M. We hold [-----] Bitcoin have no margin no encumbered Bitcoin & over"  
[X Link](https://x.com/Lord_of_Biotech/status/2022325505207206252)  2026-02-13T15:02Z [----] followers, [----] engagements


"$AMWL with earnings yesterday evening. Revenue guidance probably a bit under market expectations but confirming to be cash flow positive from Q4 [--] onwards. Big contract renegotiations in summer with DHI including contracts which were cut by DOGE (one reason for revenue gudiance drop). Will probably be Adj. EBITDA positive for whole FY27 but not 100% sure. They are cutting old telehealth business and shifting everything to software license sales so that health services can put their logo on $AMWL software and use it. Had three big contract renewals which account for most of sales. Book value"  
[X Link](https://x.com/Lord_of_Biotech/status/2022331213717897386)  2026-02-13T15:25Z [----] followers, [----] engagements


"$IKNA Merger valuing $IKNA at [---] mio. US$ as well as a [--] mio. US$ PIPE at [----] US$ https://ir.ikenaoncology.com/news-releases/news-release-details/ikena-oncology-and-inmagene-biopharmaceuticals-announce https://ir.ikenaoncology.com/news-releases/news-release-details/ikena-oncology-and-inmagene-biopharmaceuticals-announce"  
[X Link](https://x.com/Lord_of_Biotech/status/1871196929989955613)  2024-12-23T14:11Z [----] followers, [----] engagements


"$ACHL thats [----] US$ per share cash on top in their balance sheet I do not know what they will do in the future but a liquidation or some other form to use their R&D tax credits should bring the share price to more than [----] US$. Their pipeline is empty. https://www.globenewswire.com/news-release/2024/12/24/3001719/0/en/Achilles-Therapeutics-Announces-Sale-of-Technology-Assets-to-AstraZeneca.html https://www.globenewswire.com/news-release/2024/12/24/3001719/0/en/Achilles-Therapeutics-Announces-Sale-of-Technology-Assets-to-AstraZeneca.html"  
[X Link](https://x.com/anyuser/status/1871573665537560824)  2024-12-24T15:08Z [----] followers, 17.9K engagements


"$LVTX trading below [--] US$ right now with more than [--] mio. US$ in cash (as of 30th September) vs. [--] mio US$ market cap. Some minor liabilities but financed until [----] so roughly 7-8 mio. burn per quarter. They discontinued their lead asset but have two assets partnered with $JNJ and $PFE and received milestones from both of them in [----]. Now they want to start a new asset. why Company so much under cash every new trial is obviously NPV-negative for shareholders. Just give these two partnerships to shareholders and close down Could be more than 200% from recent levels (cash + partnership"  
[X Link](https://x.com/anyuser/status/1872302987302891551)  2024-12-26T15:26Z [----] followers, [----] engagements


"I made some calculation on $KROS and am fascinated how low the stock is valued. Even if I only assume their net cash end of march [----] I would receive a net cash of roughly [--] US$ per share. With this calculation and some reduced burn due to the license deal with Takeda (elritercept was a big chunk of their R&D spent) and probably cibotercept study halt. I made some assumptions for their ATM in Q4 as we only know how many shares they sold between 30th September and 31st October but that were already roughly [--] mio. US$ so I assumed that they sold more shares until the cibotercept news mid of"  
[X Link](https://x.com/anyuser/status/1882119007802712196)  2025-01-22T17:31Z [----] followers, 21.4K engagements


"$ACHL will liquidate. Distribution between [----] and [----] US$ :) Boom Sometimes its really easy $ACHL thats [----] US$ per share cash on top in their balance sheet I do not know what they will do in the future but a liquidation or some other form to use their R&D tax credits should bring the share price to more than [----] US$. Their pipeline is empty. $ACHL thats [----] US$ per share cash on top in their balance sheet I do not know what they will do in the future but a liquidation or some other form to use their R&D tax credits should bring the share price to more than [----] US$. Their pipeline is"  
[X Link](https://x.com/anyuser/status/1886749072461058346)  2025-02-04T12:10Z [----] followers, 19.8K engagements


"If I wish for it often enough will more companies liquidate that are trading 50% below their net cash in 6-12 months like $ACHL $EPIX $HLVX $THRD $CRGX $KROS"  
[X Link](https://x.com/Lord_of_Biotech/status/1889343688167297437)  2025-02-11T16:00Z [----] followers, 16.4K engagements


"$KROS $TAK - elritercept phase-3 study probably already in recruiting. Maybe some news in the next week for this. I find it ridicolous that $KROS trades below net cash with a partnered asset which could make 2-3bn in peak sales according to $TAK (10-20% Royalties for $KROS). 30% POS on approval x 1bn in sales (instead of 2-3bn) *15% Royalties x [--] P/S Multiple =180 million already in value. Thats already half the market cap without milestones (commcercial/development) own pipeline or net cash (roughly [--] US$ per share as end of march). Its maybe no tenbagger from here but a safe bet in my"  
[X Link](https://x.com/anyuser/status/1900549547744461120)  2025-03-14T14:08Z [----] followers, [----] engagements


"$ALLK - Enters into Agreement to Be Acquired by Concentra Biosciences LLC for $0.33 in Cash per Share"  
[X Link](https://x.com/anyuser/status/1907403351181947082)  2025-04-02T12:02Z [----] followers, [----] engagements


"Finally some liquidation work going on in the market. First one succesfully now lets go to the other ones $HLVX $EPIX $THRD $RPTX $ALLK - Enters into Agreement to Be Acquired by Concentra Biosciences LLC for $0.33 in Cash per Share $ALLK - Enters into Agreement to Be Acquired by Concentra Biosciences LLC for $0.33 in Cash per Share"  
[X Link](https://x.com/anyuser/status/1907403660742558120)  2025-04-02T12:04Z [----] followers, [----] engagements


"@Biohazard3737 It is completely wild and my stock pile at this kind of stocks is rapidly increasing. $BIOA $KROS $THRD $KZR $HLVX Even $IKNA is trading 60% below net cash and PIPE at merger closing. Its completely ridiculous"  
[X Link](https://x.com/anyuser/status/1908165084922159559)  2025-04-04T14:29Z [----] followers, [----] engagements


"This are quite agressive comments against China and China biotech. Lets see if there will be some new regulatories against china biotech (deals). Also the recommendations from this comission are probably the absolute dream of every biotech investor. Would be great if the congress will implement some of these recommendations. https://www.biotech.senate.gov/final-report/chapters/recommendations/ End of China in-license https://t.co/KJGEzPT6yJ https://www.biotech.senate.gov/final-report/chapters/recommendations/ End of China in-license https://t.co/KJGEzPT6yJ"  
[X Link](https://x.com/anyuser/status/1909598828312854968)  2025-04-08T13:26Z [----] followers, 11.7K engagements


"$SWTX now lower than prior the M&A rumours and after they presented superb quarterly earnigns. US operating business growing topline. Seems stupid to not buy it here as standalone company"  
[X Link](https://x.com/anyuser/status/1909991470599143913)  2025-04-09T15:27Z [----] followers, [----] engagements


"Two (external) liquidations in two weeks in my portfolio $ALLK $THRD and a third one with $ACHL in the last [--] months. Who would have thought some time ago that this stuff would boost my performance that much Hopefully more companies will follow this approach"  
[X Link](https://x.com/anyuser/status/1911741290552725899)  2025-04-14T11:20Z [----] followers, [----] engagements


"Do you guys ever feel like we're living in a simulation Is it just me Am I going crazy These ups and downs can not be healthy"  
[X Link](https://x.com/anyuser/status/1919837971143876617)  2025-05-06T19:33Z [----] followers, [----] engagements


"$ITOS looks quite interesting. Maybe not the super big upside from a cash point-of-view like others but their pipeline is early and they seem encouraged to do the right thing. No RIF announced yet. Could be some interesting Hunting spot for Tang Capital or BML. Tang was already big in it but sold in Q4 2024"  
[X Link](https://x.com/anyuser/status/1922272492002980188)  2025-05-13T12:47Z [----] followers, [----] engagements


"$MRK FDA approves Merck's belzutifan for pheochromocytoma or paraganglioma Roughly two weeks before announced target action date"  
[X Link](https://x.com/anyuser/status/1922691551425163760)  2025-05-14T16:32Z [----] followers, [----] engagements


"Big insider-buy at $OKUR Acorn bought the whole share stake from Cormorant some days ago"  
[X Link](https://x.com/anyuser/status/1924567233566556387)  2025-05-19T20:45Z [----] followers, [----] engagements


"$IXHL - what a joke is that Cancellation of 50% of Warrants with an ATM Cancellation of [---] Mio. Warrants so another [---] Mio. Warrants still outstanding Holy what are some companies doing Is their fully dilluted market cap [---] Mio"  
[X Link](https://x.com/anyuser/status/1924791608240660549)  2025-05-20T11:37Z [----] followers, [----] engagements


"$PRTC Furthermore preliminary data from the ongoing open-label extension (OLE) study suggest that this treatment effect is durable out to at least [--] weeks. As of May [--] [----] a total of [---] patients had received at least [--] weeks of treatment with deupirfenidone. Those in the deupirfenidone [---] mg TID arm experienced a decline in FVC of [-----] mL over the 52-week period7 which is similar to the expected natural decline in lung function in healthy older adults over one year (approximately [-----] mL to [-----] mL)."  
[X Link](https://x.com/anyuser/status/1925193068396810597)  2025-05-21T14:12Z [----] followers, [----] engagements


"$VIGL $SNY Sanofi To Acquire Vigil Neuroscience With Investigational Alzheimer's Drug VG-3927 Interesting deal with a huge premium [--] US$ buyout + [--] US$ CVR. Interestingly in [----] $SNY signed an exclusive negotiation rights contract with $VIGL for [--] Mio. US$ upfront. $SNY did the same in [----] with $VTYX for their parkinson asset. Data incoming in Q2. Maybe already the next deal in the making https://twitter.com/i/web/status/1925453258958475446 https://twitter.com/i/web/status/1925453258958475446"  
[X Link](https://x.com/Lord_of_Biotech/status/1925453258958475446)  2025-05-22T07:26Z [----] followers, [----] engagements


"So now even Bicoin investors want to liquidate biotechs. Welcome to the new World Biotech zombiecos getting rescued by Bitcoin and Vivek Ramaswamy $ASST https://t.co/LsgAzKn2Ij Biotech zombiecos getting rescued by Bitcoin and Vivek Ramaswamy $ASST https://t.co/LsgAzKn2Ij"  
[X Link](https://x.com/anyuser/status/1927430510227108214)  2025-05-27T18:23Z [----] followers, [----] engagements


"Long way but finally reached the win $SPRO Now buyout target for $GSK $SPRO nice reaction after earnings. They confirmed timeline for data in H2 [--] for NTM. Still dont know why $ANTX was valued [---] Mio and $SPRO with [---] mio right now if $SPRO has also GSK Phase [--] collab in uTIC. But nice performance here. Good start of day $SPRO nice reaction after earnings. They confirmed timeline for data in H2 [--] for NTM. Still dont know why $ANTX was valued [---] Mio and $SPRO with [---] mio right now if $SPRO has also GSK Phase [--] collab in uTIC. But nice performance here. Good start of day"  
[X Link](https://x.com/anyuser/status/1927684567059620294)  2025-05-28T11:13Z [----] followers, [----] engagements


"Bam Fist $SPRO today and now $ITOS $ITOS announced plans to wind-down :) Best day of [----] $ITOS looks quite interesting. Maybe not the super big upside from a cash point-of-view like others but their pipeline is early and they seem encouraged to do the right thing. No RIF announced yet. Could be some interesting Hunting spot for Tang Capital or BML. Tang was $ITOS looks quite interesting. Maybe not the super big upside from a cash point-of-view like others but their pipeline is early and they seem encouraged to do the right thing. No RIF announced yet. Could be some interesting Hunting spot"  
[X Link](https://x.com/anyuser/status/1927705992214581689)  2025-05-28T12:38Z [----] followers, [----] engagements


"$ITOS - Another one Two (external) liquidations in two weeks in my portfolio $ALLK $THRD and a third one with $ACHL in the last [--] months. Who would have thought some time ago that this stuff would boost my performance that much Hopefully more companies will follow this approach Two (external) liquidations in two weeks in my portfolio $ALLK $THRD and a third one with $ACHL in the last [--] months. Who would have thought some time ago that this stuff would boost my performance that much Hopefully more companies will follow this approach"  
[X Link](https://x.com/anyuser/status/1927727133951918144)  2025-05-28T14:02Z [----] followers, [----] engagements


"$KRON is a wild one Lease termiantion agreement and saving [----] Mio. US$. That should be a cost saving CVR-payout of [----] US$ Right now company estimated only [----] US$. In addition to [----] US$ buyout-price thats nearing now [----] US$ in total payments"  
[X Link](https://x.com/anyuser/status/1930583464509636850)  2025-06-05T11:12Z [----] followers, [----] engagements


"$KROS boring. They also concluded their review. Takeda rights will stay with the company. [---] Mio. US$ one-time-dividend to sharehodlers which is roughly [----] US$ per share. RemainCo will focus research on KER-065 which is boring. Next study phase will begin in [----]. Glad I am out here since [-----] US$. $KROS returning $375M in "excess capital" to shareholders. https://t.co/2juU1wSBjr $KROS returning $375M in "excess capital" to shareholders. https://t.co/2juU1wSBjr"  
[X Link](https://x.com/anyuser/status/1932033677111832859)  2025-06-09T11:14Z [----] followers, [----] engagements


"Next liquidation in biotech space: $ELEV Elevation Oncology Enters into Agreement to Be Acquired by Concentra Biosciences for $0.36 in Cash per Share Plus a Contingent Value Right"  
[X Link](https://x.com/anyuser/status/1932045443669606613)  2025-06-09T12:01Z [----] followers, [----] engagements


"$PMVP Have you ever seen voting results like this Crazy Shareholders starting revolts all over the place. @AnotherBio Another one for your list ;) Look on the compensation package votes :D"  
[X Link](https://x.com/anyuser/status/1932061727954546689)  2025-06-09T13:06Z [----] followers, [----] engagements


"$BMNR is crazy. Financing at [----] US$ Stock at 50$+ right now. Closing of the financing is expected on 3rd July. Trading on 11-12x NAV. Wow Seems a lot like $SBET which crashed after financing filing got effective and free for trading. $SBET trades now at 1.5x NAV"  
[X Link](https://x.com/anyuser/status/1940008070752411929)  2025-07-01T11:22Z [----] followers, 13.1K engagements


"$IGMS IGM Biosciences Enters into Agreement to Be Acquired by Concentra Biosciences for $1.247 in Cash per Share Plus a Contingent Value Right Tang buys them all"  
[X Link](https://x.com/anyuser/status/1940032752805372066)  2025-07-01T13:00Z [----] followers, [----] engagements


"$CRGX CARGO Therapeutics Enters into Agreement to Be Acquired by Concentra Biosciences for $4.379 in Cash per Share Plus a Contingent Value Right"  
[X Link](https://x.com/Lord_of_Biotech/status/1942525635798392916)  2025-07-08T10:06Z [----] followers, [----] engagements


"$RPTX with breakout today. Some data in HY2. Looking for strategic alternatives already sold their preclinical pipeline and released a lot of employees. Could be an interesting target for Tang and Co with a lot of remaining asset upside. Thats a good news for $RPTX. CFO will overtake both positions giving a clear sign for the strategic alternatives process. Net cash at year end roughly [--] US$. In all honesty I do not know why this stock is that cheap I will get three readouts and a strategic alternatives Thats a good news for $RPTX. CFO will overtake both positions giving a clear sign for the"  
[X Link](https://x.com/anyuser/status/1942659194777133311)  2025-07-08T18:56Z [----] followers, 10.4K engagements


"$SRPT - just wow"  
[X Link](https://x.com/anyuser/status/1945575023382499730)  2025-07-16T20:03Z [----] followers, 16.5K engagements


"$MEIP Yeahhhh MEI Pharma Announces $100000000 Private Placement to Initiate Litecoin Treasury Strategy Becoming First and Only Publicly Traded LTC Holder on a National Exchange Sold for 10$ some minutes ago from [----] US$ entry some weeks ago. Biotech shells have a new mission lol Old Biotech Reverse Mergers are out - Crypto Reverse Merger are in. Smal/Micro Cap shells maybe with a new life $SYBX or $MEIP are in my mind here. Low Float and some remaining cash amounts but maybe not scammy enough Old Biotech Reverse Mergers are out - Crypto Reverse Merger are in. Smal/Micro Cap shells maybe with"  
[X Link](https://x.com/anyuser/status/1946187421877473769)  2025-07-18T12:36Z [----] followers, [----] engagements


"$VYNE - I would call that a complete disaster"  
[X Link](https://x.com/anyuser/status/1950523693764952520)  2025-07-30T11:47Z [----] followers, [----] engagements


"$XBI You know your sector is complicated when the sector loose money when Prassad is announced as new CBER head and loose money when he resigns"  
[X Link](https://x.com/anyuser/status/1950639279408910506)  2025-07-30T19:26Z [----] followers, 11.7K engagements


"Its funny how a shitty CVR like $CRGX has the same value right now like $LVTX ones which can pay multiples and has 10-year payout time frame People are often influenced by the stock price and do not calculate whats the real value behind that"  
[X Link](https://x.com/Lord_of_Biotech/status/1952446531677598096)  2025-08-04T19:08Z [----] followers, [----] engagements


"Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around $7$7.50. I opened my position a few days ago at $4 but I believe the stock is still attractive in the low $5 range. $GBIO - Trading +20% in after hours. [--] mio market cap at close today. Has some liabilities regarding leases but manageable and already sueing their landlord to get out of the contract. Could get an activist target maybe."  
[X Link](https://x.com/Lord_of_Biotech/status/1955558862947266958)  2025-08-13T09:15Z [----] followers, [----] engagements


"Very nice development today. Lets go $GBIO Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around $7$7.50. I Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around $7$7.50. I"  
[X Link](https://x.com/Lord_of_Biotech/status/1955634322633097511)  2025-08-13T14:15Z [----] followers, [----] engagements


"$GBIO I am out here above [---] US$. Thanks for playing. Over and out Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around $7$7.50. I Finally $GBIO has announced strategic alternatives as well as a settlement with the landlord. Six months too late but better late than never. With the restructuring and elimination of all liabilities the company could likely be sold or liquidated for around"  
[X Link](https://x.com/Lord_of_Biotech/status/1955657482673762365)  2025-08-13T15:47Z [----] followers, [----] engagements


"The next [--] hours everybody will talk about 13Fs and at the end nobody is more intelligent then before. Who cares what investor ABC owns two months ago"  
[X Link](https://x.com/anyuser/status/1956069122351227350)  2025-08-14T19:03Z [----] followers, [----] engagements


"$EOLS I like my entry in the low 6s here. When I compare $RVNC P/S multiples with $EOLS multiples today isn't $EOLS super cheap here $EOLS is on multiples $RVNC was bought after the massive haircut due to patent and license problems. Why should nobody come for $EOLS I mean this company has some real products and a When I compare $RVNC P/S multiples with $EOLS multiples today isn't $EOLS super cheap here $EOLS is on multiples $RVNC was bought after the massive haircut due to patent and license problems. Why should nobody come for $EOLS I mean this company has some real products and a"  
[X Link](https://x.com/Lord_of_Biotech/status/1958138274301739269)  2025-08-20T12:05Z [----] followers, [----] engagements


"$CYTK hit primary and 5/6 secondaries vs metoprolol - nice results"  
[X Link](https://x.com/anyuser/status/1961692987156464091)  2025-08-30T07:30Z [----] followers, [----] engagements


"$ARVN Arvinas and Pfizer plan to jointly select third party for the out-licensing and commercialization of vepdegestrant Additional cost optimization measures expected to realize total annual savings of more than $100 million compared to FY [----] Board authorizes stock repurchase program of up to $100 million Reaffirms cash runway guidance through the second half of [----] Reducing the Company's workforce by an additional 15% to streamline operations with the most significant reductions being roles related to vepdegestrant commercialization; and Proactively managing pipeline cost by seeking"  
[X Link](https://x.com/anyuser/status/1968413470967419386)  2025-09-17T20:35Z [----] followers, 10.1K engagements


"$PRTA a beauty today. Real strength in this intraday chart. Looks like somebody knows something or wants a position badly"  
[X Link](https://x.com/Lord_of_Biotech/status/1970930044760621199)  2025-09-24T19:15Z [----] followers, [----] engagements


"If you dont pre-announce your data in this market its obviously a bearish signal. $MLTX"  
[X Link](https://x.com/anyuser/status/1972333742028112153)  2025-09-28T16:13Z [----] followers, [----] engagements


"$PALI and $ABVX nice morning"  
[X Link](https://x.com/anyuser/status/1975131620723318982)  2025-10-06T09:30Z [----] followers, [----] engagements


"I think thats super bullish for $ABVX as it shows how valuable the UC market is. $JNJ in Talks to buy $PTGX $JNJ in Talks to buy $PTGX"  
[X Link](https://x.com/anyuser/status/1976669834504180143)  2025-10-10T15:23Z [----] followers, 12.9K engagements


"$KROS Congrats @Biohazard3737 and thanks for fighting for all of us even if this was probably not the desired final results. Sometiems its better to accept an okayish deal as to fight for years"  
[X Link](https://x.com/anyuser/status/1978410292515049740)  2025-10-15T10:39Z [----] followers, [----] engagements


"Always nice to read your summary Would be cautious at $TVRD. No short shares available and some trading groups try to push it. I do not like these shorts where no more shares are available. From a valuation perspective I am clearly with you. $TVRD need to be at [--] or [--] (Which would also be good food for my -ev basket ;)) but its hard to get it there when everybody is already short"  
[X Link](https://x.com/Lord_of_Biotech/status/1979149732141236281)  2025-10-17T11:37Z [----] followers, [----] engagements


"$KROS Tender offer will not have an odd lot advantage"  
[X Link](https://x.com/anyuser/status/1980216427803263021)  2025-10-20T10:16Z [----] followers, [----] engagements


"Crazy thought: what if $VTYX ultimately has a pill that could help against neurodegenerative diseases and at the same time dial down whole-body inflammation and cut CV events Kinda sounds like a wonder pill. $BIOA"  
[X Link](https://x.com/anyuser/status/1981099863359312129)  2025-10-22T20:46Z [----] followers, [----] engagements


"$KZIA - Nice investor list"  
[X Link](https://x.com/Lord_of_Biotech/status/1995864595224035655)  2025-12-02T14:36Z [----] followers, [----] engagements


"Is there any reason why $EOLS trades at these depressed prices They trade on [---] P/S NTM sales and prognosing positive net operating Income (Non GAAP) for [----]. Competitor Revance got taken out in [----] at 2.6x EV/S last year despite high debt burden and complicated license topics. There are probably some people here who remember this shit show of a deal. $GALD Galderma trades 7x+ sales and 30x P/E If $EOLS simply executes the re-rate should be violent. The pipeline is just starting and especially the european market is growing right now and here they are just brand new in the game. Even with"  
[X Link](https://x.com/Lord_of_Biotech/status/2017271152092069922)  2026-01-30T16:18Z [----] followers, [----] engagements


"$AVIR Atea Pharmaceuticals Announces Positive Initial Data from Phase [--] Study for Hepatitis C Virus (HCV) and Significant Enrollment Milestone for Phase [--] SUNRISE-3 Trial for COVID-19 Cash is 6$ plus. I think we will see some run up into Covid-19 data in march"  
[X Link](https://x.com/Lord_of_Biotech/status/1744472392137609718)  2024-01-08T21:33Z [----] followers, [---] engagements


"$CLRB With [-----] - [-----] patients eligible for I [---] the market is slightly bigger than expected. If you expect that the company can treat 15% of these patients at peak yearly with therapy costs of 500k each you would get peak sales of [---] million and I think thats conservative"  
[X Link](https://x.com/Lord_of_Biotech/status/1757354004718202882)  2024-02-13T10:40Z [----] followers, [----] engagements


"$VSTM has enough courage to place positive pancreas data prominently in the ASCO News but bad data in the important NDA relevant study is not published in the associated PR but only in the 8-K. Sad. (NP) Pump and dump style"  
[X Link](https://x.com/Lord_of_Biotech/status/1793979635077988471)  2024-05-24T12:17Z [----] followers, [----] engagements


"$EIGRQ unbelievable. After their bankruptcy they auctioned their assets via court and They got [--] Mio USD for Zokinvy in may as well as at least [--] Mio USD now for Avexitide. Thats huge Could be a big payout for remaining shareholders"  
[X Link](https://x.com/Lord_of_Biotech/status/1803180684447465757)  2024-06-18T21:39Z [----] followers, 20.4K engagements


"There are lot of interesting special sitaution stocks out there with individual benefits completely out of markets focus. I think the last weeks were exciting entries for some medium/long term investors. $EIGR $GRTX (Litigation) $NERV(Milestones) $ADXN (Spin Off) $BOLT $GLTO"  
[X Link](https://x.com/Lord_of_Biotech/status/1803817861002969226)  2024-06-20T15:51Z [----] followers, [----] engagements


"I know many people out there are super frustrated me too but these time frames are super exciting. Buying shares when nobody is talking about them is key inflection point for superior returns. There are lot of interesting special sitaution stocks out there with individual benefits completely out of markets focus. I think the last weeks were exciting entries for some medium/long term investors. $EIGR $GRTX (Litigation) $NERV(Milestones) $ADXN (Spin Off) $BOLT $GLTO There are lot of interesting special sitaution stocks out there with individual benefits completely out of markets focus. I think"  
[X Link](https://x.com/Lord_of_Biotech/status/1803818123977543739)  2024-06-20T15:52Z [----] followers, [----] engagements


"$ACRS Leonard Braden aka BML Investment Partners is buying everything they can get. Owning already 20% of the stock. Massively below net cash right now. Interesting special situation play"  
[X Link](https://x.com/Lord_of_Biotech/status/1808133501230690801)  2024-07-02T13:39Z [----] followers, [----] engagements


"$SPRB some big chunk of money left. Will be important to fastly reduce spending and initiate search for strategic alternatives. Probably already have something in their hands as the whole process is already ongoing since the last fail. $SPRB The company will discontinue these clinical trials and wind down its investment in tildacerfont for CAH treatment while evaluating strategic options and implementing cost-reduction measures. $SPRB The company will discontinue these clinical trials and wind down its investment in tildacerfont for CAH treatment while evaluating strategic options and"  
[X Link](https://x.com/Lord_of_Biotech/status/1866590223108276465)  2024-12-10T21:06Z [----] followers, 15.3K engagements


"$SPRB was also a bidder for the EIGR assets in the summer. At the end $AMLX paid more but $SPRB probably was aware that this readout will again fail. I think the company could be already further as expected in their initiatives. $SPRB some big chunk of money left. Will be important to fastly reduce spending and initiate search for strategic alternatives. Probably already have something in their hands as the whole process is already ongoing since the last fail. $SPRB some big chunk of money left. Will be important to fastly reduce spending and initiate search for strategic alternatives."  
[X Link](https://x.com/Lord_of_Biotech/status/1866590767466360909)  2024-12-10T21:08Z [----] followers, 10.8K engagements


"$BLUE bluebird stockholders to receive $3.00 per share in cash and a contingent value right of $6.84 per share in cash payable upon achievement of a net sales milestone contingent upon offer conditions Looks like this "buyout" avoided bancruptcy"  
[X Link](https://x.com/Lord_of_Biotech/status/1892915979413225844)  2025-02-21T12:35Z [----] followers, [----] engagements


"Its a little bit headscratching for me that stocks like $JANX or $TECX with big oversubscribed placements do not get any bids. Why signing a placement if you could easily buy your shares via market 50% lower I know size is a matter but please we are talking about 50% discount"  
[X Link](https://x.com/Lord_of_Biotech/status/1894473703905173570)  2025-02-25T19:45Z [----] followers, 13.5K engagements


"$PLRX stopps BEACON-IPF but instead of just returning their cash pile to investors they go full throttle. New indications new dose-finding studies. They will never learn. Time that investors step up again. @adamfeuerstein its your turn again. Next zombie incoming"  
[X Link](https://x.com/Lord_of_Biotech/status/1896571195618922622)  2025-03-03T14:39Z [----] followers, [----] engagements


"I think $SPRB is the biggest or most obvious shareholder destruction of 2024/2025 Some minutes ago: 55% reduction in force and delisting from Nasdaq just one week after they announced their big new strategy. Its ridiculous Super small position for me and exited after their deal announcement last week but still following this stock and wow thats crazy shit. @adamfeuerstein Javier Szwarcberg probably a CEO for your worst of [----] list"  
[X Link](https://x.com/Lord_of_Biotech/status/1915886149501063280)  2025-04-25T21:50Z [----] followers, [----] engagements


"Impressive $BBIO numbers and still three readouts in the next 9-12 months. Attruby is only the first step here"  
[X Link](https://x.com/Lord_of_Biotech/status/1917314406079422877)  2025-04-29T20:25Z [----] followers, [----] engagements


"Need to be transparent here that I sold my stake the last days around [-----] US$ at $KROS. I think their recent behaviour is not the obvious best case for shareholders and I was +40% in front. Was time to move on. $KROS Keros Therapeutics Reports Recent First Quarter [----] Financial Results - KROS BioPharmCatalyst @Lord_of_Biotech https://t.co/mH8vdygd3X $KROS Keros Therapeutics Reports Recent First Quarter [----] Financial Results - KROS BioPharmCatalyst @Lord_of_Biotech https://t.co/mH8vdygd3X"  
[X Link](https://x.com/Lord_of_Biotech/status/1919848740212343116)  2025-05-06T20:16Z [----] followers, [----] engagements


"$VOR ith initiation of strategic alternatives also $VIR in December [----] - PIPE over [--] Mio. US$ at 0.838$. https://www.globenewswire.com/news-release/2024/12/27/3002259/0/en/Vor-Bio-Announces-55-6-Million-Private-Placement.html https://www.globenewswire.com/news-release/2024/12/27/3002259/0/en/Vor-Bio-Announces-55-6-Million-Private-Placement.html"  
[X Link](https://x.com/Lord_of_Biotech/status/1920460369505472985)  2025-05-08T12:46Z [----] followers, [----] engagements


"After todays drama at $KROS I am more and more convinced my exit was the right decision. Sadly ADAR1 is not able to leave the boat right now due to their number of shares. Wish them all the best here and really like their efforts @Biohazard3737 Its sad how the $KROS Board and management want to spin the thing around when they are the ones burning insane numbers on Opex for two failed assets Admitting failure is a sign of character and strength. Some CEOs and Boards should remember that before burning cash for nothing Need to be transparent here that I sold my stake the last days around 14.50"  
[X Link](https://x.com/Lord_of_Biotech/status/1920611824526860383)  2025-05-08T22:48Z [----] followers, [----] engagements


"So all this drama for nothing Tariffs MFN Who will give me my sleep back for all these bullshit news"  
[X Link](https://x.com/Lord_of_Biotech/status/1921917579494375663)  2025-05-12T13:17Z [----] followers, [----] engagements


"$ITOS - EcoR1 with 14.9% ownership tonight Added more than [--] mio. shares"  
[X Link](https://x.com/Lord_of_Biotech/status/1922563728442069045)  2025-05-14T08:04Z [----] followers, [----] engagements


"$GLPG EcoR1 buying here since the news is out that they will stop their spin-off and looking for strategic alternatives for their cell-therapy business. EcoR1 or Nodelman also part of the $GLPG Board so involved in all steps going forward. Strong signal here. Chart is curling up last days. $GLPG The mother of all cash-turds going full strategic alternatives today. cell-therapy will be dumped market saw this as a zero. Effectively saving 300-500 mln from incineration or [---] to [---] per share (vs stock up 1.44). I bought into market open still attractive in $GLPG The mother of all cash-turds"  
[X Link](https://x.com/Lord_of_Biotech/status/1924846342041428039)  2025-05-20T15:15Z [----] followers, [----] engagements


"$BOLD I do not know how often this company already reshuffled their pipeline in the last two years. Its crazy"  
[X Link](https://x.com/Lord_of_Biotech/status/1926006527829201351)  2025-05-23T20:05Z [----] followers, [----] engagements


"Old Biotech Reverse Mergers are out - Crypto Reverse Merger are in. Smal/Micro Cap shells maybe with a new life $SYBX or $MEIP are in my mind here. Low Float and some remaining cash amounts but maybe not scammy enough $SONN Sonnet BioTherapeutics Announces $888M Business Combination to Launch a HYPE Cryptocurrency Treasury Reserve Strategy. https://t.co/cSTEYmVdCC $SONN Sonnet BioTherapeutics Announces $888M Business Combination to Launch a HYPE Cryptocurrency Treasury Reserve Strategy. https://t.co/cSTEYmVdCC"  
[X Link](https://x.com/Lord_of_Biotech/status/1944707182475280817)  2025-07-14T10:34Z [----] followers, [----] engagements


"$CYTK - $BMY Camzyos on fire with 85% yoy growth"  
[X Link](https://x.com/Lord_of_Biotech/status/1950876375352561757)  2025-07-31T11:09Z [----] followers, [----] engagements


"Is the biotech market pricing in some aggressive MFN discussion or proposal Three days in a row the $XBI gets crushed despite good earnings and normal trading in other sectors. Its a little bit head scratching right now"  
[X Link](https://x.com/Lord_of_Biotech/status/1953471722998444059)  2025-08-07T15:02Z [----] followers, [----] engagements


"$GLUE I find that crazy. Company traded on cash value and receives now 40% of market cap in one time upfront plus [---] billion in biobucks for assets which were unknown before. I like $GLUE Announces Collaboration with $NVS for Degraders to Treat Immune-mediated Diseases. $120M upfront. https://t.co/W22SejDk74 $GLUE Announces Collaboration with $NVS for Degraders to Treat Immune-mediated Diseases. $120M upfront. https://t.co/W22SejDk74"  
[X Link](https://x.com/Lord_of_Biotech/status/1967545892132864324)  2025-09-15T11:07Z [----] followers, [----] engagements


"$ARVN I find this story embarrassing. The company could easily increase their market value by 50-100% in 6-12 months by doing the obvious right things and building really good IRRs for everyone. But instead they hold on to early stage stuff nobody cares about and by the way they are ONLY financed until end of [----] with [---] Mio. US$ Cash. Thats 200-250 million cash burn a year (assuming [---] Mio buyback). Can someone explain me how this early stage pipeline (without vepdegestrant) is so expensive And who with a clear mind in the board or as financial advisor thinks that these conclusion of the"  
[X Link](https://x.com/Lord_of_Biotech/status/1968429573013426547)  2025-09-17T21:39Z [----] followers, [----] engagements


"$RTW on a streak here the last weeks. Portfolio as of 30th August so before $QURE and co. $AKRO $QURE $TARS $STOK $RNA Its wild Probably trading with more NAV discount then the last months after this brutal wins"  
[X Link](https://x.com/Lord_of_Biotech/status/1976235031254458590)  2025-10-09T10:35Z [----] followers, [----] engagements


"$JNJ in Talks to buy $PTGX"  
[X Link](https://x.com/Lord_of_Biotech/status/1976667771183452230)  2025-10-10T15:14Z [----] followers, 14.6K engagements


"Bye $NTLA intellia https://t.co/uCIGgKX44B intellia https://t.co/uCIGgKX44B"  
[X Link](https://x.com/Lord_of_Biotech/status/1983631335899197911)  2025-10-29T20:25Z [----] followers, [----] engagements

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