[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @NightOwlBiotech Night Owl Biotech Research Group Night Owl Biotech Research Group posts on X about $xbi, $sndx, $dawn, dawn the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1680659305698033664/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +49% - X Year XXXXXXX +1,002% ### Mentions: XX [#](/creator/twitter::1680659305698033664/posts_active)  - X Week XX +19% - X Month XX -XX% - X Months XXX +47% - X Year XXX +527% ### Followers: XXXXX [#](/creator/twitter::1680659305698033664/followers)  - X Week XXXXX +2% - X Month XXXXX +5.20% - X Months XXXXX +73% - X Year XXXXX +615% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1680659305698033664/influencer_rank)  ### Social Influence [#](/creator/twitter::1680659305698033664/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% **Social topic influence** [$xbi](/topic/$xbi) #17, [$sndx](/topic/$sndx) #2, [$dawn](/topic/$dawn) #3, [dawn](/topic/dawn) #1596, [$ibb](/topic/$ibb) #2, [$nbi](/topic/$nbi) #1, [$incy](/topic/$incy) #8, [$dcth](/topic/$dcth) #6, [$vstm](/topic/$vstm) #5, [$nuvb](/topic/$nuvb) #2 **Top accounts mentioned or mentioned by** [@pjamess69](/creator/undefined) [@wallstsai](/creator/undefined) [@biomaven](/creator/undefined) [@drfager](/creator/undefined) [@odr8n](/creator/undefined) [@towiu2](/creator/undefined) [@jonny_fun_guy](/creator/undefined) [@bagelc47](/creator/undefined) [@financebully](/creator/undefined) [@biotechforever](/creator/undefined) [@themach99](/creator/undefined) [@wenmoon69420](/creator/undefined) [@diamondhandsbtw](/creator/undefined) [@gerrard1987](/creator/undefined) [@daveytrout](/creator/undefined) [@west0_cap](/creator/undefined) [@creamysoftserve](/creator/undefined) [@tallnfat](/creator/undefined) [@emily86402103](/creator/undefined) [@yachmod](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [Dawn Protocol (DAWN)](/topic/$dawn) [Incyte Corporation (INCY)](/topic/$incy) [Exelixis Inc (EXEL)](/topic/$exel) [Geron Corp (GERN)](/topic/$gern) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Alkermes Inc. plc (ALKS)](/topic/$alks) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Tarsus Pharmaceuticals, Inc. Common Stock (TARS)](/topic/$tars) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Pfizer, Inc. (PFE)](/topic/$pfe) [Seagen Inc (SGEN)](/topic/$sgen) [Merck & Co., Inc. (MRK)](/topic/$mrk) [GSK plc (GSK)](/topic/$gsk) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Origin Protocol (OGN)](/topic/$ogn) [Eli Lilly and Company (LLY)](/topic/$lly) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Amicus Therapeutics, Inc (FOLD)](/topic/$fold) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Ligand Pharmaceuticals Inc. (LGND)](/topic/$lgnd) [Royalty Pharma plc Class A Ordinary Shares (RPRX)](/topic/$rprx) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [NovoCure Limited Ordinary Shares (NVCR)](/topic/$nvcr) ### Top Social Posts [#](/creator/twitter::1680659305698033664/posts) --- Top posts by engagements in the last XX hours "$TVTX (kidney) trades @ 0.12X 10-year revenue estimates while peer $MIRM (liver) @ 0.32X. Other comm'l-stage bios like $NBIX $ALKS $PTCT $ACAD & $AXSM trade @ 0.21-0.30X Filspari is patented thru 7/34 Is it the 1/2026 PDUFA in FSGS Any guidance w/b appreciated $XBI $NBI $LABU" [X Link](https://x.com/NightOwlBiotech/status/1953497186773110861) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-07T16:43Z 1404 followers, 2847 engagements "Updated FY26-28 revenue multiples for all comm'l-stage oncology focused bios w/MCs north of $350MM @ 8/22/25 We'd guess (that's all it is) $SNDX is the most likely near-term M&A candidate $INCY $RIGL has doubled since their Q225 CC $EXEL $JAZZ $ADCT $DCTH $AUTL $VSTM $DAWN" [X Link](https://x.com/NightOwlBiotech/status/1959259130096488551) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-23T14:19Z 1404 followers, 3590 engagements "All comm'l-stage oncology focused bio M&A since 1/1/13 updated for $YMAB Clearly history shows the odds are overwhelming shareholders are best served via M&A exit within X years of approval. Shareholders lose after X years $XBI $DAWN $SNDX $IOVA $GERN $MRUS $NAVB $VSTM $FENC" [X Link](https://x.com/NightOwlBiotech/status/1959335430496854059) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-23T19:22Z 1402 followers, 2539 engagements "Comm'l-stage oncology focused bio M&A since 1/1/17 incl. X w/1st approvals pre-FY13 & X pre-comm'l (yesterday's post noted XX trxs) X YTD in FY25 $BMY was busiest w/3. X peers @ X X years since $PFE closed $SGEN this 12/25 $GSK & $GILD have been quiet Not X for $MRK $XBI" [X Link](https://x.com/NightOwlBiotech/status/1959729160659878078) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-24T21:26Z 1404 followers, 2257 engagements "15 comm'l-stage oncology focused bios from last X yrs w/FY28 multiples. We're in Sept so FY28 is almost "Year 3" Peer group M&A guesses in order just for fun $SNDX $ZYME $DAWN $AUTL $DCTH (2 yrs rounded) $VSTM $NUVB $XFOR $IOVA $GERN $IMCR have near-term data reads $XBI" [X Link](https://x.com/NightOwlBiotech/status/1962610071935827969) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-01T20:14Z 1402 followers, 5297 engagements "Seeking Alpha notes XX $SNDX analysts. X forecasts FY34 SNDX sales @ $3B & the other @ $1.26B. Comp of SNDX MC as a multiple of 10-year revenues v XX peers that exited via M&A attached SNDX trades @ 0.18X the lowest 10-year analyst est. Peers acq for XXXX to 0.40X $XBI $INCY" [X Link](https://x.com/NightOwlBiotech/status/1966917278198546893) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-13T17:29Z 1404 followers, 2218 engagements "Valuation related data points of the X most mature commercial-stage bios (non-BP). None are forecast to double sales in the next XX years. Are there other analytics we should consider or peers that s/b added $OGN $BMRN $PTCT $ALKS $ACAD $ANIP $JAZZ $INCY $EXEL $XBI $IBB $NBI" [X Link](https://x.com/NightOwlBiotech/status/1967215636591092057) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-14T13:15Z 1404 followers, 1175 engagements "$DAWN Ojemda US sales/qtr v. $CTIC Vonjo. Both have like gross margin % & patent life @ approval profiles. For perspective if DAWN mgmt/BOD ever focus on shareholder value CTIC was acquired for $1.7B. Because Ojemda outsells Vonjo DAWN s/b worth more DAY-301 $LLY $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1967244991920738793) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-14T15:12Z 1402 followers, 1408 engagements "$SNDX FY25-FY34 analyst consensus revenue estimates v. $RYTM $OCUL & $LQDA. Raw data bottom right SNDX forecast to outsell OCUL & LQDA but trades @ XX% the MC WTF SNDX is forecast to generate same revenues as RYTM next X years yet trades @ 1/5th the MC $XBI $INCY $IBB $NBI" [X Link](https://x.com/NightOwlBiotech/status/1967952253488390433) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-16T14:02Z 1404 followers, 4242 engagements "Updated history of all XX new comm'l-stage oncology focused bios back to 1/1/13 $MRUS exit is consistent. Those that sell within X yrs of approval do well for shareholders. Those that don't lose (generally) $SNDX $DAWN $IBRX $AUTL $VSTM $NUVB $FENC $GERN $XFOR $IMCR $DCTH $MGNX" [X Link](https://x.com/NightOwlBiotech/status/1972651467409608896) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-09-29T13:15Z 1402 followers, 1384 engagements "FY26 revenue multiples of comm'l-stage sorted by 1st FDA appr date If we had to guess $URGN $SNDX $DAWN $LEGN $DCTH are the next M&A candidates Note the X trade @ 2.9-3.9X FY26 consensus where the X non-oncology peers $TARS $ARQT $SPRY trade @ 4.5-5.5X $NUVB $PBYI $KPTI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1974842475195121713) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-05T14:21Z 1402 followers, 1623 engagements "$SNDX & $FOLD market caps as multiples of FY28 & cumulative 5-year (FY25-28) revenue forecasts v. peers with like forecasts. The orig intent was to focus on SNDX v. comm'l-stage non-oncology peers but we added FOLD $HROW $BCRX $IBB Peers excl $XERS $SRPT $ARDX $HRMY $ANIP $TWST" [X Link](https://x.com/NightOwlBiotech/status/1977911542000582884) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-14T01:37Z 1403 followers, 2460 engagements "$DAWN 10-year analyst estimates v X peers that exited via M&A post FDA approval $CTIC $SRRA $KDMN While DAWN is up from its $XXXX low from earlier this month after their Q2 XX CC DAWN still trades at a fraction of analyst estimates (which may assume Firefly is a success)" [X Link](https://x.com/NightOwlBiotech/status/1961811916487111050) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-08-30T15:23Z 1401 followers, 2275 engagements "$DAWN Ojemda US product sales by quarter post launch v. $CTIC Vonjo. CTIC was acquired for an EV of $XXX. DAWN EV = $350MM at $8/share. Hopefully a sale of DAWN is near. Otherwise DAWN plans to develop DAY-301 when 95-98% of new cancer drugs in P1 are never approved $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1974129040178180252) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-03T15:06Z 1401 followers, 1275 engagements "$LGND projected revenue/EPS multiples v. $RPRX $XOMA $XNCR LGND is up XX% last X mos but now trades @ multiples 2X+ higher than peers. We're not suggesting a short as losses are infinite but. LGND holds equity positions where value may not manifest in revenues $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1974602200895881317) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-04T22:27Z 1401 followers, XXX engagements "$XBI has traded up XX days in a row record since 12/31/21 up 11%. Record was X days 7/16/25 List of comm'l-stage bios up 10%+ & those down last XX days. Read scope Winners (excl $MRUS) $ADCT $SRPT $TARS $CHRS $NUVB $CRSP Bios Down $ARDX $HROW i.e. Melt $PCRX $AUPH $PGEN $AVDL" [X Link](https://x.com/NightOwlBiotech/status/1976474359075307820) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-10T02:26Z 1402 followers, 1386 engagements "$NVCR reported Q225 sales this morning. NVCR trades at XXX - $3.0X FY2025 consensus which is lower than peer $EXEL at 5.0X+ & $LEGN at 7.0X+ (though NVCR gross margins are in the 70s where most peers are in the 90s). $XBI $NBI" [X Link](https://x.com/NightOwlBiotech/status/1948375421457711489) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-07-24T13:31Z 1404 followers, 1872 engagements "Another thing about DCTH. The private equity firms that provided that financing in March 2023 historically want to realize their gains within 2-3 years. The reason is self-evident. Hence technically we are overdue for a M&A exit. I suspect after the data is published this quarter they will be acquired. Of course I could be wrong" [X Link](https://x.com/NightOwlBiotech/status/1979174430371651660) [@NightOwlBiotech](/creator/x/NightOwlBiotech) 2025-10-17T13:15Z 1404 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@NightOwlBiotech Night Owl Biotech Research Group
Night Owl Biotech Research Group posts on X about $xbi, $sndx, $dawn, dawn the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +49%
- X Year XXXXXXX +1,002%
Mentions: XX #
- X Week XX +19%
- X Month XX -XX%
- X Months XXX +47%
- X Year XXX +527%
Followers: XXXXX #
- X Week XXXXX +2%
- X Month XXXXX +5.20%
- X Months XXXXX +73%
- X Year XXXXX +615%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX%
Social topic influence $xbi #17, $sndx #2, $dawn #3, dawn #1596, $ibb #2, $nbi #1, $incy #8, $dcth #6, $vstm #5, $nuvb #2
Top accounts mentioned or mentioned by @pjamess69 @wallstsai @biomaven @drfager @odr8n @towiu2 @jonny_fun_guy @bagelc47 @financebully @biotechforever @themach99 @wenmoon69420 @diamondhandsbtw @gerrard1987 @daveytrout @west0_cap @creamysoftserve @tallnfat @emily86402103 @yachmod
Top assets mentioned Bitcoin Incognito (XBI) Dawn Protocol (DAWN) Incyte Corporation (INCY) Exelixis Inc (EXEL) Geron Corp (GERN) Merus N.V. Common Shares (MRUS) Alkermes Inc. plc (ALKS) PTC Therapeutics, Inc. (PTCT) Acadia Pharmaceuticals Inc. (ACAD) Jazz Pharmaceuticals, Inc. (JAZZ) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Tarsus Pharmaceuticals, Inc. Common Stock (TARS) Sarepta Therapeutics, Inc. (SRPT) Mirum Pharmaceuticals, Inc. Common Stock (MIRM) Neurocrine Biosciences, Inc. (NBIX) Axsome Therapeutics, Inc (AXSM) Bristol-Myers Squibb Co (BMY) Pfizer, Inc. (PFE) Seagen Inc (SGEN) Merck & Co., Inc. (MRK) GSK plc (GSK) Gilead Sciences, Inc. (GILD) BioMarin Pharmaceutical, Inc. (BMRN) Origin Protocol (OGN) Eli Lilly and Company (LLY) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) ImmunityBio, Inc. Common Stock (IBRX) Amicus Therapeutics, Inc (FOLD) Twist Bioscience Corporation Common Stock (TWST) Ligand Pharmaceuticals Inc. (LGND) Royalty Pharma plc Class A Ordinary Shares (RPRX) CRISPR Therapeutics AG (CRSP) NovoCure Limited Ordinary Shares (NVCR)
Top Social Posts #
Top posts by engagements in the last XX hours
"$TVTX (kidney) trades @ 0.12X 10-year revenue estimates while peer $MIRM (liver) @ 0.32X. Other comm'l-stage bios like $NBIX $ALKS $PTCT $ACAD & $AXSM trade @ 0.21-0.30X Filspari is patented thru 7/34 Is it the 1/2026 PDUFA in FSGS Any guidance w/b appreciated $XBI $NBI $LABU"
X Link @NightOwlBiotech 2025-08-07T16:43Z 1404 followers, 2847 engagements
"Updated FY26-28 revenue multiples for all comm'l-stage oncology focused bios w/MCs north of $350MM @ 8/22/25 We'd guess (that's all it is) $SNDX is the most likely near-term M&A candidate $INCY $RIGL has doubled since their Q225 CC $EXEL $JAZZ $ADCT $DCTH $AUTL $VSTM $DAWN"
X Link @NightOwlBiotech 2025-08-23T14:19Z 1404 followers, 3590 engagements
"All comm'l-stage oncology focused bio M&A since 1/1/13 updated for $YMAB Clearly history shows the odds are overwhelming shareholders are best served via M&A exit within X years of approval. Shareholders lose after X years $XBI $DAWN $SNDX $IOVA $GERN $MRUS $NAVB $VSTM $FENC"
X Link @NightOwlBiotech 2025-08-23T19:22Z 1402 followers, 2539 engagements
"Comm'l-stage oncology focused bio M&A since 1/1/17 incl. X w/1st approvals pre-FY13 & X pre-comm'l (yesterday's post noted XX trxs) X YTD in FY25 $BMY was busiest w/3. X peers @ X X years since $PFE closed $SGEN this 12/25 $GSK & $GILD have been quiet Not X for $MRK $XBI"
X Link @NightOwlBiotech 2025-08-24T21:26Z 1404 followers, 2257 engagements
"15 comm'l-stage oncology focused bios from last X yrs w/FY28 multiples. We're in Sept so FY28 is almost "Year 3" Peer group M&A guesses in order just for fun $SNDX $ZYME $DAWN $AUTL $DCTH (2 yrs rounded) $VSTM $NUVB $XFOR $IOVA $GERN $IMCR have near-term data reads $XBI"
X Link @NightOwlBiotech 2025-09-01T20:14Z 1402 followers, 5297 engagements
"Seeking Alpha notes XX $SNDX analysts. X forecasts FY34 SNDX sales @ $3B & the other @ $1.26B. Comp of SNDX MC as a multiple of 10-year revenues v XX peers that exited via M&A attached SNDX trades @ 0.18X the lowest 10-year analyst est. Peers acq for XXXX to 0.40X $XBI $INCY"
X Link @NightOwlBiotech 2025-09-13T17:29Z 1404 followers, 2218 engagements
"Valuation related data points of the X most mature commercial-stage bios (non-BP). None are forecast to double sales in the next XX years. Are there other analytics we should consider or peers that s/b added $OGN $BMRN $PTCT $ALKS $ACAD $ANIP $JAZZ $INCY $EXEL $XBI $IBB $NBI"
X Link @NightOwlBiotech 2025-09-14T13:15Z 1404 followers, 1175 engagements
"$DAWN Ojemda US sales/qtr v. $CTIC Vonjo. Both have like gross margin % & patent life @ approval profiles. For perspective if DAWN mgmt/BOD ever focus on shareholder value CTIC was acquired for $1.7B. Because Ojemda outsells Vonjo DAWN s/b worth more DAY-301 $LLY $XBI $IBB"
X Link @NightOwlBiotech 2025-09-14T15:12Z 1402 followers, 1408 engagements
"$SNDX FY25-FY34 analyst consensus revenue estimates v. $RYTM $OCUL & $LQDA. Raw data bottom right SNDX forecast to outsell OCUL & LQDA but trades @ XX% the MC WTF SNDX is forecast to generate same revenues as RYTM next X years yet trades @ 1/5th the MC $XBI $INCY $IBB $NBI"
X Link @NightOwlBiotech 2025-09-16T14:02Z 1404 followers, 4242 engagements
"Updated history of all XX new comm'l-stage oncology focused bios back to 1/1/13 $MRUS exit is consistent. Those that sell within X yrs of approval do well for shareholders. Those that don't lose (generally) $SNDX $DAWN $IBRX $AUTL $VSTM $NUVB $FENC $GERN $XFOR $IMCR $DCTH $MGNX"
X Link @NightOwlBiotech 2025-09-29T13:15Z 1402 followers, 1384 engagements
"FY26 revenue multiples of comm'l-stage sorted by 1st FDA appr date If we had to guess $URGN $SNDX $DAWN $LEGN $DCTH are the next M&A candidates Note the X trade @ 2.9-3.9X FY26 consensus where the X non-oncology peers $TARS $ARQT $SPRY trade @ 4.5-5.5X $NUVB $PBYI $KPTI $IBB"
X Link @NightOwlBiotech 2025-10-05T14:21Z 1402 followers, 1623 engagements
"$SNDX & $FOLD market caps as multiples of FY28 & cumulative 5-year (FY25-28) revenue forecasts v. peers with like forecasts. The orig intent was to focus on SNDX v. comm'l-stage non-oncology peers but we added FOLD $HROW $BCRX $IBB Peers excl $XERS $SRPT $ARDX $HRMY $ANIP $TWST"
X Link @NightOwlBiotech 2025-10-14T01:37Z 1403 followers, 2460 engagements
"$DAWN 10-year analyst estimates v X peers that exited via M&A post FDA approval $CTIC $SRRA $KDMN While DAWN is up from its $XXXX low from earlier this month after their Q2 XX CC DAWN still trades at a fraction of analyst estimates (which may assume Firefly is a success)"
X Link @NightOwlBiotech 2025-08-30T15:23Z 1401 followers, 2275 engagements
"$DAWN Ojemda US product sales by quarter post launch v. $CTIC Vonjo. CTIC was acquired for an EV of $XXX. DAWN EV = $350MM at $8/share. Hopefully a sale of DAWN is near. Otherwise DAWN plans to develop DAY-301 when 95-98% of new cancer drugs in P1 are never approved $XBI $IBB"
X Link @NightOwlBiotech 2025-10-03T15:06Z 1401 followers, 1275 engagements
"$LGND projected revenue/EPS multiples v. $RPRX $XOMA $XNCR LGND is up XX% last X mos but now trades @ multiples 2X+ higher than peers. We're not suggesting a short as losses are infinite but. LGND holds equity positions where value may not manifest in revenues $XBI $IBB"
X Link @NightOwlBiotech 2025-10-04T22:27Z 1401 followers, XXX engagements
"$XBI has traded up XX days in a row record since 12/31/21 up 11%. Record was X days 7/16/25 List of comm'l-stage bios up 10%+ & those down last XX days. Read scope Winners (excl $MRUS) $ADCT $SRPT $TARS $CHRS $NUVB $CRSP Bios Down $ARDX $HROW i.e. Melt $PCRX $AUPH $PGEN $AVDL"
X Link @NightOwlBiotech 2025-10-10T02:26Z 1402 followers, 1386 engagements
"$NVCR reported Q225 sales this morning. NVCR trades at XXX - $3.0X FY2025 consensus which is lower than peer $EXEL at 5.0X+ & $LEGN at 7.0X+ (though NVCR gross margins are in the 70s where most peers are in the 90s). $XBI $NBI"
X Link @NightOwlBiotech 2025-07-24T13:31Z 1404 followers, 1872 engagements
"Another thing about DCTH. The private equity firms that provided that financing in March 2023 historically want to realize their gains within 2-3 years. The reason is self-evident. Hence technically we are overdue for a M&A exit. I suspect after the data is published this quarter they will be acquired. Of course I could be wrong"
X Link @NightOwlBiotech 2025-10-17T13:15Z 1404 followers, XXX engagements