[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, $ibb, $sndx, dawn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1680659305698033664/interactions)  - X Week XXXXXX +14% - X Month XXXXXX +54% - X Months XXXXXXX -XXXX% - X Year XXXXXXX +413% ### Mentions: XX [#](/creator/twitter::1680659305698033664/posts_active)  - X Week XXX +47% - X Month XXX +228% - X Months XXX +193% - X Year XXX +793% ### Followers: XXXXX [#](/creator/twitter::1680659305698033664/followers)  - X Week XXXXX +0.73% - X Month XXXXX +6.80% - X Months XXXXX +64% - X Year XXXXX +405% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1680659305698033664/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% **Social topic influence** [$xbi](/topic/$xbi) #4, [$ibb](/topic/$ibb) #3, [$sndx](/topic/$sndx) #2, [dawn](/topic/dawn) #880, [$dawn](/topic/$dawn) #3, [$tars](/topic/$tars) #2, [$gern](/topic/$gern) #6, [$nuvb](/topic/$nuvb) #4, [$nbi](/topic/$nbi) #1, [$arqt](/topic/$arqt) #4 **Top accounts mentioned or mentioned by** [@linanthony89732](/creator/undefined) [@n_hatami](/creator/undefined) [@phoenix3million](/creator/undefined) [@nhatami](/creator/undefined) [@sully25259](/creator/undefined) [@taeyoon43334145](/creator/undefined) [@seedy19tron](/creator/undefined) [@pawcio2009](/creator/undefined) [@towiu2](/creator/undefined) [@pcm_bio](/creator/undefined) [@pistrolas](/creator/undefined) [@elianep20649450](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [Dawn Protocol (DAWN)](/topic/$dawn) [Tarsus Pharmaceuticals, Inc. Common Stock (TARS)](/topic/$tars) [Geron Corp (GERN)](/topic/$gern) [Arcutis Biotherapeutics, Inc. Common Stock (ARQT)](/topic/$arqt) [Incyte Corporation (INCY)](/topic/$incy) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [ADC Therapeutics SA (ADCT)](/topic/$adct) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Rhythm Pharmaceuticals, Inc. Common Stock (RYTM)](/topic/$rytm) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Amicus Therapeutics, Inc (FOLD)](/topic/$fold) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Travere Therapeutics, Inc. Common Stock (TVTX)](/topic/$tvtx) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Exelixis Inc (EXEL)](/topic/$exel) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA)](/topic/$knsa) [One Cash (ONC)](/topic/$onc) [Royalty Pharma plc Class A Ordinary Shares (RPRX)](/topic/$rprx) [Insmed, Inc. (INSM)](/topic/$insm) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [PTC Therapeutics, Inc. (PTCT)](/topic/$ptct) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [ADMA Biologics, Inc. (ADMA)](/topic/$adma) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Ligand Pharmaceuticals Inc. (LGND)](/topic/$lgnd) [Catalyst Pharmaceutical Inc. (CPRX)](/topic/$cprx) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Glaukos Corporation (GKOS)](/topic/$gkos) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [SpringWorks Therapeutics, Inc. Common Stock (SWTX)](/topic/$swtx) ### Top Social Posts Top posts by engagements in the last XX hours "$CRMD DefenCath product sales by quarter post launch v the same from $TGTX $AXSM $ARQT & $TARS CRMD is outselling all X but trades at a fraction of all X market cap This is not to bash the X but to understand the disconnect. Sincere guidance appreciated $XBI $IBB $NBI $IBBQ" [X Link](https://x.com/NightOwlBiotech/status/1989085635223879847) 2025-11-13T21:39Z 1663 followers, 3712 engagements "$NBIX v X peers with like profiles (see our earlier post). NBIX appears to trade @ respectable multiples $CORT does as well but will transition to oncology focused. $RYTM appears rich but near term PDUFA & P3 read $ASND $IONS $BMRN $BBIO $MDGL $AXSM $PTCT $XBI $IBB $IBBQ" [X Link](https://x.com/NightOwlBiotech/status/1998029133167919198) 2025-12-08T13:57Z 1663 followers, XXX engagements "Ojemda v Vonjo US product sales by qtr post launch. $DAWN analyst estimates v $CTIC mgmt/BOD included DAWN is rumored to be in M&A neg. CTIC/Vonjo (acq for $1.7B EV) appears the best peer as patent life @ approval are very close DAWN appears worth 10-20% more in EV $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1998178526282019134) 2025-12-08T23:50Z 1663 followers, XXX 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) 2025-08-23T14:19Z 1661 followers, 3764 engagements "Chge in SP in non-oncology for the week $XBI $CORT after the FDA accepted Relacorliant's filing $PTCT appeared @ X conferences like $APLS $SLNO had a patient death. Time will tell if real (watch $SRPT) $TARS insider sale $HRMY is a head scratcher. Was there an event $GKOS" [X Link](https://x.com/NightOwlBiotech/status/1966894469518692416) 2025-09-13T15:59Z 1661 followers, XXX engagements "If $FOLD prevails (A BIG IF) & the Autobindo overhang is eliminated would FOLD trade @ revenue multiples consistent w/peers w/similar projected revenues Analysts forecast FOLD to generate more revenues than $CRSP $MIRM $KRYS $RYTM & $ADMA yet FOLD has a lower MC $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1968053814554173579) 2025-09-16T20:46Z 1661 followers, 1488 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 $MGNX" [X Link](https://x.com/NightOwlBiotech/status/1972651467409608896) 2025-09-29T13:15Z 1661 followers, 1817 engagements "$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 $AVDL" [X Link](https://x.com/NightOwlBiotech/status/1976474359075307820) 2025-10-10T02:26Z 1662 followers, 1649 engagements "$FOLD continues to trade at lower revenue multiples than peer comm'l-stage bios with like sales dollar forecasts gross margin profiles & patent lives incl $MIRM $TARS & $KNSA FOLD is defending its patent v. a generic manufacturer. Should FOLD win (like $TEVA) $IBB $NBI $IBBQ" [X Link](https://x.com/NightOwlBiotech/status/1980724740579897610) 2025-10-21T19:55Z 1661 followers, 1655 engagements "FY26 & cumulative 10-year revenue multiples of all comm'l-stage oncology focused bios with market caps $1.0B+ $SNDX trades @ the lowest multiple in the peer group. SNDX has a 10/25/25 PDUFA. A CRL will result in lower revenue forecasts $ONC $GMAB $INCY $EXEL $NUVB $JAZZ $LEGN" [X Link](https://x.com/NightOwlBiotech/status/1981426307855765842) 2025-10-23T18:23Z 1662 followers, 4723 engagements "In its 9/11/25 IR deck $RPRX notes Niktimvo's 5-year consensus is up XX% since its $350MM purchase of a XXXX% royalty valuing Niktimvo @ $2.54B as a royalty Does this mean Niktimvo is worth XX% more $SNDX owns XX% of Niktimvo subject to RPRX's XXXX% share $INCY $IBB $XBI" [X Link](https://x.com/NightOwlBiotech/status/1982850954996191512) 2025-10-27T16:44Z 1661 followers, 2771 engagements "Updated $SNDX valuation v. actual US product sales compared to peers that exited via M&A & those still independent. $ARQT $AVDL $AXSM $TGTX may not be truly apples to apples. This is not investment advice. We're merely sharing X valuation perspective $XBI $IBB $IBBQ $NBI" [X Link](https://x.com/NightOwlBiotech/status/1985481633172959270) 2025-11-03T22:58Z 1663 followers, 1439 engagements "History of changes in share price since 1st FDA approval for all XX new comm'l-stage oncology focused bios since 1/1/13 M&A exit within X years of approval appears overwhelmingly the best strategy to maximize shareholder value $SNDX $IOVA $DAWN $ONC $FENC $AUTL $GERN $XFOR" [X Link](https://x.com/NightOwlBiotech/status/1985708085923741947) 2025-11-04T13:57Z 1661 followers, 2702 engagements "Even @ $17.05/share $SNDX trades at a material discount to its hypothetical M&A valuation using peer Year X M&A revenue multiples cited by Centerview Partners as appropriate for $SWTX (not SNDX) Note X of X SWTX peers were acquired for XXX - 5.2X Year X ests $INCY $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1988294597660053551) 2025-11-11T17:15Z 1661 followers, 3112 engagements "$KURA is the 61st comm'l-stage oncology focused bio since 1/1/13. Here's what happened to the share prices of all XX since X day post approval The evidence is overwhelming shareholder value is maximized via sale within X years Good luck $DAWN $PBYI GTHX DCPH YMAB etc $IBB $XBI" [X Link](https://x.com/NightOwlBiotech/status/1989015011654791617) 2025-11-13T16:58Z 1661 followers, 2813 engagements "$ARQT v $SNDX analyst consensus thru FY31 are almost identical SNDX (oncology) trades for less than 1/2 ARQT (non) market cap SNDX gross margins = XX% YTD v XX% for ARQT We're not bashing ARQT that's done everything right but highlighting disconnect $XBI $IBB $NBI $INCY" [X Link](https://x.com/NightOwlBiotech/status/1990839916893524130) 2025-11-18T17:49Z 1661 followers, 1256 engagements "$RPRX inv day pres w/changes in 5-year consensus for their portfolio incl Niktimvo $SNDX & Rytelo $GERN If Niktimvo's projected revenues are XX% higher now v when RPRX made its investment @ a $2.536B val (AS A ROYALTY) does that mean Niktimvo's val is XX% higher Why/why not" [X Link](https://x.com/NightOwlBiotech/status/1990957769193664874) 2025-11-19T01:38Z 1661 followers, 1313 engagements "Historic comm'l-stage bio M&A valuation v revenue forecasts We have a 3rd peer group (those forecast to get to north of $3B in sales by year 10) Virtually all (in all groups) are acquired for XXXX - 0.40X cumulative 10-year revenue forecasts $TVTX $FOLD $MIRM $ARWR $TARS $MESO" [X Link](https://x.com/NightOwlBiotech/status/1990978368746278921) 2025-11-19T03:00Z 1661 followers, 2641 engagements "$SNDX v $XBI over the last X months With the $IXIC off 1000 points today & XBI $IBB off X% peak to low SNDX more or less held. Does recent SNDX trading suggest "support" XBI transparency is intentional. $NBI $IBBQ" [X Link](https://x.com/NightOwlBiotech/status/1991697641034641878) 2025-11-21T02:38Z 1661 followers, XXX engagements "Valuation related data pts for most new comm'l-stage non-oncology focused bios $TVTX is way up yet still trades @ lower multiples than peers. $LGND multiples are "off-the-charts" yet many cite low forecasts (from royalties incl TVTX) $FOLD update on generic $BCRX $APLS $SLNO" [X Link](https://x.com/NightOwlBiotech/status/1992727411415523480) 2025-11-23T22:50Z 1661 followers, 1036 engagements "% SP chge for all comm'l-stage bios since $XBI closed @ its 4/8/25 low (up XX% since) List includes approvals post 4/8/25 11/35 oncology 35/90 in non beat the XBI Winners (oncology) $NUVB $ADCT $RIGL $URGN (non) $ARWR $INDV $EYPT $PHAT $ESPR Losers: $XFOR $SRPT $HRTX $IBB" [X Link](https://x.com/NightOwlBiotech/status/1993384504292204586) 2025-11-25T18:21Z 1661 followers, XXX engagements "$INSM 10-year analyst consensus revenue estimates v. the 10-year revenue forecast $SGEN provided $PFE when acquired for a $42B enterprise value SGEN forecast $66.5B in 10-year sales. Analysts project $60B for INSM INSM's market cap is higher than SGEN M&A EV $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1993686811625873859) 2025-11-26T14:22Z 1661 followers, XXX engagements "$NBIX Crenessity sales by qtr post launch v $VRNA $IMGN (both acq for $10B) & $MDGL Graph does not consider Ingrezza sales @ $2.5B/year If new drugs are worth some multiple &/or NPV of actual sales then is Crenessity by itself worth about the same as VRNA/IMGN $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1994406102373744775) 2025-11-28T14:00Z 1662 followers, XXX engagements "$NUVL analyst consensus revenue estimates v $MRUS (as of date the acquisition was announced) & MRUS mgmt prepared forecasts. We're merely sharing data. This is not investment advice. $GMAB $XBI $IBB $NBI $IBBQ" [X Link](https://x.com/NightOwlBiotech/status/1994950982036533726) 2025-11-30T02:05Z 1661 followers, 1358 engagements "SP chge for all XXX new comm'l-stage non-oncology focused bios since 1/1/13 (sorted by appr date). XX M&A XX bankruptcies XX still independent Winners $INSM (up 1200%) $VCEL 1050% $CPRX XXX% $LQDA $ADMA $ALNY $TARS $MIRM $RYTM $TGTX $ZEAL $NBIX $BBIO $ETON $ARGX $CRMD" [X Link](https://x.com/NightOwlBiotech/status/1995260597223543096) 2025-11-30T22:36Z 1663 followers, 2143 engagements "All comm'l-stage oncology focused valuations & multiples for those w/1st approvals since 1/1/20 & MCs btwn $750MM-$5B $IOVA completely discounting recent lung data $SNDX could hit $XX & still have an average FY29 (Year 4) group multiple $GERN $ONC $TLX $IBRX $IMCR $URGN $KURA" [X Link](https://x.com/NightOwlBiotech/status/1996781159142117847) 2025-12-05T03:18Z 1661 followers, 1801 engagements "$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 $IBB" [X Link](https://x.com/NightOwlBiotech/status/1974602200895881317) 2025-10-04T22:27Z 1662 followers, 1615 engagements "$SNDX trades @ the lowest revenue multiple in comm'l-stage oncology by a large margin & v. peer non-oncology $LEGN trades @ 2nd lowest multiple followed by $JAZZ $ZYME trades @ the highest multiple. $BBIO reported compelling data this AM $PGEN $NUVB $IMCR $EXEL $MESO $ARQT" [X Link](https://x.com/NightOwlBiotech/status/1983587855525147113) 2025-10-29T17:32Z 1663 followers, 3877 engagements "Odds are $DAWN will fail with $MRSN. It used to be considered wisdom to sell after approval. $GERN is down XX% after waiting for the MDS read X years later. $IMCR we wait for adv melanoma read Consolidation should be encouraged. Everyone wins incl shareholders & cost control" [X Link](https://x.com/NightOwlBiotech/status/1990071030006575204) 2025-11-16T14:54Z 1663 followers, 4647 engagements "Comm'l-stage oncology continues to trade @ lower multiples than non What are we missing $AXSM $RYTM $TGTX $MIRM $ARQT $TARS $KNSA $TVTX $LQDA $APLS $SLNO $AUPH $MESO $INVA $PGEN $BCRX $ARDX $PHAT $LEGN $TLX $NUVB $IBRX $IMCR $ZYME $URGN $KURA $IOVA $DAWN $VSTM $GERN $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1992626360947245518) 2025-11-23T16:08Z 1662 followers, 1482 engagements "$LEGN hit a 52-week low today while the $XBI & $IBB are @ multi-year highs LEGN trades @ 0.17X cumulative 10-year analyst consensus. The X peers with like revenue forecasts were acquired for XXXX to 0.49X. LEGN's Year X multiple is just as absurd. $JNJ Everyone wins in M&A" [X Link](https://x.com/NightOwlBiotech/status/1993125595019145247) 2025-11-25T01:12Z 1663 followers, 2086 engagements "Revenue multiples for all comm'l-stage oncology v non w/1st appr since 1/1/20 & $1-$5B MCs Oncology continues to trade @ lower multiples than non $SNDX v $ARQT $TARS $TGTX $AQRT $MIRM $TARS $TVTX $KNSA $LQDA $APLS $SLNO $MESO $AUPH $INVA $BCRX $ARDX $PGEN $PHAT $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1996571879117619504) 2025-12-04T13:26Z 1662 followers, 1067 engagements "Comm'l-stage oncology focused M&A has been active averaging 1+ per qtr the last X years. There are dry spells (10 mos btwn $DCPH & $CKPT) $KPTI is a textbook example why oncology bios should exit after appr Our M&A picks $SNDX $URGN $DCTH $CHRS $FENC $PBYI $TLSI $ADCT $VSTM" [X Link](https://x.com/NightOwlBiotech/status/1997412995685580802) 2025-12-06T21:09Z 1663 followers, 1001 engagements "Comm'l-stage oncology & non-oncology ($100MM+) M&A for 1st approvals since 1/1/13 The odds are overwhelming shareholders are best served via M&A exit post approval. There are few exceptions like $ASND $INSM $CPRX Label extensions $IOVA $GERN $INVA $BCRX $NVAX $PHAR $ARDX $IBB" [X Link](https://x.com/NightOwlBiotech/status/1969894711381881118) 2025-09-21T22:41Z 1663 followers, 2407 engagements "$DAWN Ojemda US product sales by quarter post launch v $CTIC & $ZGNX who were both acquired for enterprise values of $1.7B This is not investment advice. $NBI $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1986124639760712180) 2025-11-05T17:33Z 1662 followers, 1542 engagements "Updated valuation related data points for all comm'l-stage oncology focused bios w/MCs from $300MM-$6B $LEGN $TLX $GERN $AUTL trading w/in XX% of 52-week lows $DCTH too but $25MM share buyback $NUVB $ZYME higher analyst est $IBRX $XFOR $ADCT $VSTM $RIGL $DAWN $IOVA $KURA $XBI" [X Link](https://x.com/NightOwlBiotech/status/1992415013173092642) 2025-11-23T02:08Z 1663 followers, 1503 engagements "Rats. I'm sorry we forgot to move $AVDL to acquired.and a XX% outlier at that (not sold within XX months)" [X Link](https://x.com/NightOwlBiotech/status/1995260776500633816) 2025-11-30T22:36Z 1663 followers, XXX engagements "This morning 12/1/25 $SNDX announced participation in the 12/4/25 Evercore event It may appear (to someone who does not know better) SNDX rushed to participate .as if $INCY M&A talks failed. However history proves this is clearly not the case. $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1995678669604618709) 2025-12-02T02:17Z 1662 followers, 1826 engagements "$NUVB analyst consensus revenue estimates v. the same for $MRUS the day acquired by $GMAB for an EV of $7.3B & MRUS mgmt's forecast Analysts project NUVB to generate XX% MRUS sales @ peak yet its MC = 40%. This is not investment advice. NUVB estimates c/b fiction $IBB $XBI" [X Link](https://x.com/NightOwlBiotech/status/1997708952331849870) 2025-12-07T16:45Z 1663 followers, 1037 engagements "$NBIX Crenessity sales were $98MM in its 3rd full calendar quarter on the market (see comp to X peers X M&A exits) incl $MDGL Note most peers were acquired for 100-140X 3rd quarter sales. This suggests Crenessity c/b worth the same multiple (excl Ingrezza) $VRNA $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1997729325580464206) 2025-12-07T18:06Z 1663 followers, 1168 engagements "$SNDX 10-year analyst consensus revenue ests v. X peer M&A trx The average peer was acquired for 0.348X 10-year mgmt prepared revenue forecasts. If SNDX were hypothetically acq @ the same 0.348X multiple that would be $3.941B in enterprise value O/c this c/b wrong $XBI $IBB" [X Link](https://x.com/NightOwlBiotech/status/1998397458133467557) 2025-12-09T14:20Z 1663 followers, XXX engagements "@linanthony89732 @n_hatami Yes but remember the table compares Ojemda forecasts today versus Vonjo forecasts prepared at the time of the acquisition. It's my experience most of these drugs never live up to forecasts prepared at the time. This is another reason DAWN should sell itself" [X Link](https://x.com/NightOwlBiotech/status/1998510245937819867) 2025-12-09T21:49Z 1663 followers, XX 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, $ibb, $sndx, dawn the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +14%
- X Month XXXXXX +54%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +413%
Mentions: XX #
- X Week XXX +47%
- X Month XXX +228%
- X Months XXX +193%
- X Year XXX +793%
Followers: XXXXX #
- X Week XXXXX +0.73%
- X Month XXXXX +6.80%
- X Months XXXXX +64%
- X Year XXXXX +405%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXXX%
Social topic influence $xbi #4, $ibb #3, $sndx #2, dawn #880, $dawn #3, $tars #2, $gern #6, $nuvb #4, $nbi #1, $arqt #4
Top accounts mentioned or mentioned by @linanthony89732 @n_hatami @phoenix3million @nhatami @sully25259 @taeyoon43334145 @seedy19tron @pawcio2009 @towiu2 @pcm_bio @pistrolas @elianep20649450
Top assets mentioned Bitcoin Incognito (XBI) Dawn Protocol (DAWN) Tarsus Pharmaceuticals, Inc. Common Stock (TARS) Geron Corp (GERN) Arcutis Biotherapeutics, Inc. Common Stock (ARQT) Incyte Corporation (INCY) Mirum Pharmaceuticals, Inc. Common Stock (MIRM) TG Therapeutics, Inc. (TGTX) ADC Therapeutics SA (ADCT) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Axsome Therapeutics, Inc (AXSM) Rhythm Pharmaceuticals, Inc. Common Stock (RYTM) Neurocrine Biosciences, Inc. (NBIX) Apellis Pharmaceuticals, Inc. Common Stock (APLS) Soleno Therapeutics, Inc. Common Stock (SLNO) Amicus Therapeutics, Inc (FOLD) Merus N.V. Common Shares (MRUS) ImmunityBio, Inc. Common Stock (IBRX) Travere Therapeutics, Inc. Common Stock (TVTX) BridgeBio Pharma, Inc. Common Stock (BBIO) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Exelixis Inc (EXEL) Jazz Pharmaceuticals, Inc. (JAZZ) Sarepta Therapeutics, Inc. (SRPT) Kiniksa Pharmaceuticals, Ltd. Class A Common Stock (KNSA) One Cash (ONC) Royalty Pharma plc Class A Ordinary Shares (RPRX) Insmed, Inc. (INSM) Liquidia Corporation Common Stock (LQDA) Corcept Therapeutics Inc. (CORT) PTC Therapeutics, Inc. (PTCT) CRISPR Therapeutics AG (CRSP) ADMA Biologics, Inc. (ADMA) Arrowhead Research Corporation (ARWR) Ligand Pharmaceuticals Inc. (LGND) Catalyst Pharmaceutical Inc. (CPRX) BioMarin Pharmaceutical, Inc. (BMRN) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Glaukos Corporation (GKOS) Krystal Biotech, Inc. Common Stock (KRYS) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) SpringWorks Therapeutics, Inc. Common Stock (SWTX)
Top Social Posts
Top posts by engagements in the last XX hours
"$CRMD DefenCath product sales by quarter post launch v the same from $TGTX $AXSM $ARQT & $TARS CRMD is outselling all X but trades at a fraction of all X market cap This is not to bash the X but to understand the disconnect. Sincere guidance appreciated $XBI $IBB $NBI $IBBQ"
X Link 2025-11-13T21:39Z 1663 followers, 3712 engagements
"$NBIX v X peers with like profiles (see our earlier post). NBIX appears to trade @ respectable multiples $CORT does as well but will transition to oncology focused. $RYTM appears rich but near term PDUFA & P3 read $ASND $IONS $BMRN $BBIO $MDGL $AXSM $PTCT $XBI $IBB $IBBQ"
X Link 2025-12-08T13:57Z 1663 followers, XXX engagements
"Ojemda v Vonjo US product sales by qtr post launch. $DAWN analyst estimates v $CTIC mgmt/BOD included DAWN is rumored to be in M&A neg. CTIC/Vonjo (acq for $1.7B EV) appears the best peer as patent life @ approval are very close DAWN appears worth 10-20% more in EV $XBI $IBB"
X Link 2025-12-08T23:50Z 1663 followers, XXX 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 2025-08-23T14:19Z 1661 followers, 3764 engagements
"Chge in SP in non-oncology for the week $XBI $CORT after the FDA accepted Relacorliant's filing $PTCT appeared @ X conferences like $APLS $SLNO had a patient death. Time will tell if real (watch $SRPT) $TARS insider sale $HRMY is a head scratcher. Was there an event $GKOS"
X Link 2025-09-13T15:59Z 1661 followers, XXX engagements
"If $FOLD prevails (A BIG IF) & the Autobindo overhang is eliminated would FOLD trade @ revenue multiples consistent w/peers w/similar projected revenues Analysts forecast FOLD to generate more revenues than $CRSP $MIRM $KRYS $RYTM & $ADMA yet FOLD has a lower MC $XBI $IBB"
X Link 2025-09-16T20:46Z 1661 followers, 1488 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 $MGNX"
X Link 2025-09-29T13:15Z 1661 followers, 1817 engagements
"$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 $AVDL"
X Link 2025-10-10T02:26Z 1662 followers, 1649 engagements
"$FOLD continues to trade at lower revenue multiples than peer comm'l-stage bios with like sales dollar forecasts gross margin profiles & patent lives incl $MIRM $TARS & $KNSA FOLD is defending its patent v. a generic manufacturer. Should FOLD win (like $TEVA) $IBB $NBI $IBBQ"
X Link 2025-10-21T19:55Z 1661 followers, 1655 engagements
"FY26 & cumulative 10-year revenue multiples of all comm'l-stage oncology focused bios with market caps $1.0B+ $SNDX trades @ the lowest multiple in the peer group. SNDX has a 10/25/25 PDUFA. A CRL will result in lower revenue forecasts $ONC $GMAB $INCY $EXEL $NUVB $JAZZ $LEGN"
X Link 2025-10-23T18:23Z 1662 followers, 4723 engagements
"In its 9/11/25 IR deck $RPRX notes Niktimvo's 5-year consensus is up XX% since its $350MM purchase of a XXXX% royalty valuing Niktimvo @ $2.54B as a royalty Does this mean Niktimvo is worth XX% more $SNDX owns XX% of Niktimvo subject to RPRX's XXXX% share $INCY $IBB $XBI"
X Link 2025-10-27T16:44Z 1661 followers, 2771 engagements
"Updated $SNDX valuation v. actual US product sales compared to peers that exited via M&A & those still independent. $ARQT $AVDL $AXSM $TGTX may not be truly apples to apples. This is not investment advice. We're merely sharing X valuation perspective $XBI $IBB $IBBQ $NBI"
X Link 2025-11-03T22:58Z 1663 followers, 1439 engagements
"History of changes in share price since 1st FDA approval for all XX new comm'l-stage oncology focused bios since 1/1/13 M&A exit within X years of approval appears overwhelmingly the best strategy to maximize shareholder value $SNDX $IOVA $DAWN $ONC $FENC $AUTL $GERN $XFOR"
X Link 2025-11-04T13:57Z 1661 followers, 2702 engagements
"Even @ $17.05/share $SNDX trades at a material discount to its hypothetical M&A valuation using peer Year X M&A revenue multiples cited by Centerview Partners as appropriate for $SWTX (not SNDX) Note X of X SWTX peers were acquired for XXX - 5.2X Year X ests $INCY $XBI $IBB"
X Link 2025-11-11T17:15Z 1661 followers, 3112 engagements
"$KURA is the 61st comm'l-stage oncology focused bio since 1/1/13. Here's what happened to the share prices of all XX since X day post approval The evidence is overwhelming shareholder value is maximized via sale within X years Good luck $DAWN $PBYI GTHX DCPH YMAB etc $IBB $XBI"
X Link 2025-11-13T16:58Z 1661 followers, 2813 engagements
"$ARQT v $SNDX analyst consensus thru FY31 are almost identical SNDX (oncology) trades for less than 1/2 ARQT (non) market cap SNDX gross margins = XX% YTD v XX% for ARQT We're not bashing ARQT that's done everything right but highlighting disconnect $XBI $IBB $NBI $INCY"
X Link 2025-11-18T17:49Z 1661 followers, 1256 engagements
"$RPRX inv day pres w/changes in 5-year consensus for their portfolio incl Niktimvo $SNDX & Rytelo $GERN If Niktimvo's projected revenues are XX% higher now v when RPRX made its investment @ a $2.536B val (AS A ROYALTY) does that mean Niktimvo's val is XX% higher Why/why not"
X Link 2025-11-19T01:38Z 1661 followers, 1313 engagements
"Historic comm'l-stage bio M&A valuation v revenue forecasts We have a 3rd peer group (those forecast to get to north of $3B in sales by year 10) Virtually all (in all groups) are acquired for XXXX - 0.40X cumulative 10-year revenue forecasts $TVTX $FOLD $MIRM $ARWR $TARS $MESO"
X Link 2025-11-19T03:00Z 1661 followers, 2641 engagements
"$SNDX v $XBI over the last X months With the $IXIC off 1000 points today & XBI $IBB off X% peak to low SNDX more or less held. Does recent SNDX trading suggest "support" XBI transparency is intentional. $NBI $IBBQ"
X Link 2025-11-21T02:38Z 1661 followers, XXX engagements
"Valuation related data pts for most new comm'l-stage non-oncology focused bios $TVTX is way up yet still trades @ lower multiples than peers. $LGND multiples are "off-the-charts" yet many cite low forecasts (from royalties incl TVTX) $FOLD update on generic $BCRX $APLS $SLNO"
X Link 2025-11-23T22:50Z 1661 followers, 1036 engagements
"% SP chge for all comm'l-stage bios since $XBI closed @ its 4/8/25 low (up XX% since) List includes approvals post 4/8/25 11/35 oncology 35/90 in non beat the XBI Winners (oncology) $NUVB $ADCT $RIGL $URGN (non) $ARWR $INDV $EYPT $PHAT $ESPR Losers: $XFOR $SRPT $HRTX $IBB"
X Link 2025-11-25T18:21Z 1661 followers, XXX engagements
"$INSM 10-year analyst consensus revenue estimates v. the 10-year revenue forecast $SGEN provided $PFE when acquired for a $42B enterprise value SGEN forecast $66.5B in 10-year sales. Analysts project $60B for INSM INSM's market cap is higher than SGEN M&A EV $XBI $IBB"
X Link 2025-11-26T14:22Z 1661 followers, XXX engagements
"$NBIX Crenessity sales by qtr post launch v $VRNA $IMGN (both acq for $10B) & $MDGL Graph does not consider Ingrezza sales @ $2.5B/year If new drugs are worth some multiple &/or NPV of actual sales then is Crenessity by itself worth about the same as VRNA/IMGN $XBI $IBB"
X Link 2025-11-28T14:00Z 1662 followers, XXX engagements
"$NUVL analyst consensus revenue estimates v $MRUS (as of date the acquisition was announced) & MRUS mgmt prepared forecasts. We're merely sharing data. This is not investment advice. $GMAB $XBI $IBB $NBI $IBBQ"
X Link 2025-11-30T02:05Z 1661 followers, 1358 engagements
"SP chge for all XXX new comm'l-stage non-oncology focused bios since 1/1/13 (sorted by appr date). XX M&A XX bankruptcies XX still independent Winners $INSM (up 1200%) $VCEL 1050% $CPRX XXX% $LQDA $ADMA $ALNY $TARS $MIRM $RYTM $TGTX $ZEAL $NBIX $BBIO $ETON $ARGX $CRMD"
X Link 2025-11-30T22:36Z 1663 followers, 2143 engagements
"All comm'l-stage oncology focused valuations & multiples for those w/1st approvals since 1/1/20 & MCs btwn $750MM-$5B $IOVA completely discounting recent lung data $SNDX could hit $XX & still have an average FY29 (Year 4) group multiple $GERN $ONC $TLX $IBRX $IMCR $URGN $KURA"
X Link 2025-12-05T03:18Z 1661 followers, 1801 engagements
"$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 $IBB"
X Link 2025-10-04T22:27Z 1662 followers, 1615 engagements
"$SNDX trades @ the lowest revenue multiple in comm'l-stage oncology by a large margin & v. peer non-oncology $LEGN trades @ 2nd lowest multiple followed by $JAZZ $ZYME trades @ the highest multiple. $BBIO reported compelling data this AM $PGEN $NUVB $IMCR $EXEL $MESO $ARQT"
X Link 2025-10-29T17:32Z 1663 followers, 3877 engagements
"Odds are $DAWN will fail with $MRSN. It used to be considered wisdom to sell after approval. $GERN is down XX% after waiting for the MDS read X years later. $IMCR we wait for adv melanoma read Consolidation should be encouraged. Everyone wins incl shareholders & cost control"
X Link 2025-11-16T14:54Z 1663 followers, 4647 engagements
"Comm'l-stage oncology continues to trade @ lower multiples than non What are we missing $AXSM $RYTM $TGTX $MIRM $ARQT $TARS $KNSA $TVTX $LQDA $APLS $SLNO $AUPH $MESO $INVA $PGEN $BCRX $ARDX $PHAT $LEGN $TLX $NUVB $IBRX $IMCR $ZYME $URGN $KURA $IOVA $DAWN $VSTM $GERN $XBI $IBB"
X Link 2025-11-23T16:08Z 1662 followers, 1482 engagements
"$LEGN hit a 52-week low today while the $XBI & $IBB are @ multi-year highs LEGN trades @ 0.17X cumulative 10-year analyst consensus. The X peers with like revenue forecasts were acquired for XXXX to 0.49X. LEGN's Year X multiple is just as absurd. $JNJ Everyone wins in M&A"
X Link 2025-11-25T01:12Z 1663 followers, 2086 engagements
"Revenue multiples for all comm'l-stage oncology v non w/1st appr since 1/1/20 & $1-$5B MCs Oncology continues to trade @ lower multiples than non $SNDX v $ARQT $TARS $TGTX $AQRT $MIRM $TARS $TVTX $KNSA $LQDA $APLS $SLNO $MESO $AUPH $INVA $BCRX $ARDX $PGEN $PHAT $XBI $IBB"
X Link 2025-12-04T13:26Z 1662 followers, 1067 engagements
"Comm'l-stage oncology focused M&A has been active averaging 1+ per qtr the last X years. There are dry spells (10 mos btwn $DCPH & $CKPT) $KPTI is a textbook example why oncology bios should exit after appr Our M&A picks $SNDX $URGN $DCTH $CHRS $FENC $PBYI $TLSI $ADCT $VSTM"
X Link 2025-12-06T21:09Z 1663 followers, 1001 engagements
"Comm'l-stage oncology & non-oncology ($100MM+) M&A for 1st approvals since 1/1/13 The odds are overwhelming shareholders are best served via M&A exit post approval. There are few exceptions like $ASND $INSM $CPRX Label extensions $IOVA $GERN $INVA $BCRX $NVAX $PHAR $ARDX $IBB"
X Link 2025-09-21T22:41Z 1663 followers, 2407 engagements
"$DAWN Ojemda US product sales by quarter post launch v $CTIC & $ZGNX who were both acquired for enterprise values of $1.7B This is not investment advice. $NBI $XBI $IBB"
X Link 2025-11-05T17:33Z 1662 followers, 1542 engagements
"Updated valuation related data points for all comm'l-stage oncology focused bios w/MCs from $300MM-$6B $LEGN $TLX $GERN $AUTL trading w/in XX% of 52-week lows $DCTH too but $25MM share buyback $NUVB $ZYME higher analyst est $IBRX $XFOR $ADCT $VSTM $RIGL $DAWN $IOVA $KURA $XBI"
X Link 2025-11-23T02:08Z 1663 followers, 1503 engagements
"Rats. I'm sorry we forgot to move $AVDL to acquired.and a XX% outlier at that (not sold within XX months)"
X Link 2025-11-30T22:36Z 1663 followers, XXX engagements
"This morning 12/1/25 $SNDX announced participation in the 12/4/25 Evercore event It may appear (to someone who does not know better) SNDX rushed to participate .as if $INCY M&A talks failed. However history proves this is clearly not the case. $XBI $IBB"
X Link 2025-12-02T02:17Z 1662 followers, 1826 engagements
"$NUVB analyst consensus revenue estimates v. the same for $MRUS the day acquired by $GMAB for an EV of $7.3B & MRUS mgmt's forecast Analysts project NUVB to generate XX% MRUS sales @ peak yet its MC = 40%. This is not investment advice. NUVB estimates c/b fiction $IBB $XBI"
X Link 2025-12-07T16:45Z 1663 followers, 1037 engagements
"$NBIX Crenessity sales were $98MM in its 3rd full calendar quarter on the market (see comp to X peers X M&A exits) incl $MDGL Note most peers were acquired for 100-140X 3rd quarter sales. This suggests Crenessity c/b worth the same multiple (excl Ingrezza) $VRNA $XBI $IBB"
X Link 2025-12-07T18:06Z 1663 followers, 1168 engagements
"$SNDX 10-year analyst consensus revenue ests v. X peer M&A trx The average peer was acquired for 0.348X 10-year mgmt prepared revenue forecasts. If SNDX were hypothetically acq @ the same 0.348X multiple that would be $3.941B in enterprise value O/c this c/b wrong $XBI $IBB"
X Link 2025-12-09T14:20Z 1663 followers, XXX engagements
"@linanthony89732 @n_hatami Yes but remember the table compares Ojemda forecasts today versus Vonjo forecasts prepared at the time of the acquisition. It's my experience most of these drugs never live up to forecasts prepared at the time. This is another reason DAWN should sell itself"
X Link 2025-12-09T21:49Z 1663 followers, XX engagements