# ![@Pharmdca Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1884013189.png) @Pharmdca Pharmdca

Several biotech stocks are gaining attention, including $vktx, $mdgl, and $srpt, which are showing strength despite market volatility. $vktx, in particular, has been a focus, with some investors expressing confidence in its obesity treatment and dismissing misinformation that led to a post-data stock drop. Meanwhile, $bmnr and $coin are also being discussed as having potential for growth, with some investors long on these names.

### Engagements: [------] [#](/creator/twitter::1884013189/interactions)
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### Mentions: [--] [#](/creator/twitter::1884013189/posts_active)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  83.78% [finance](/list/finance)  24.32% [technology brands](/list/technology-brands)  22.3% [social networks](/list/social-networks)  6.76% [exchanges](/list/exchanges)  #1722 [automotive brands](/list/automotive-brands)  1.35% [cryptocurrencies](/list/cryptocurrencies)  1.35% [fashion brands](/list/fashion-brands)  0.68% [celebrities](/list/celebrities)  0.68% [nfl](/list/nfl)  0.68%

**Social topic influence**
[$vktx](/topic/$vktx) #4, [$lly](/topic/$lly) #13, [$dawn](/topic/$dawn) 10.14%, [dawn](/topic/dawn) 10.14%, [$gpcr](/topic/$gpcr) #1, [$sofi](/topic/$sofi) #97, [$meta](/topic/$meta) #186, [meta](/topic/meta) 8.11%, [$rbrk](/topic/$rbrk) #11, [data](/topic/data) #3148

**Top accounts mentioned or mentioned by**
[@almightyzeeza](/creator/undefined) [@socalnative70](/creator/undefined) [@troutandchar](/creator/undefined) [@c2412345](/creator/undefined) [@cricket99238](/creator/undefined) [@danielb45690](/creator/undefined) [@omillionaires](/creator/undefined) [@desertdweller93](/creator/undefined) [@nietschecapital](/creator/undefined) [@brenmoboyle](/creator/undefined) [@alex70848763197](/creator/undefined) [@maximus_holla](/creator/undefined) [@tenetcharts](/creator/undefined) [@crypto_biotech](/creator/undefined) [@lesfreidman430](/creator/undefined) [@mepachee44](/creator/undefined) [@biopharmiq](/creator/undefined) [@khangstrades](/creator/undefined) [@wisemancap](/creator/undefined) [@mannymahi](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [RAI Finance (SOFI)](/topic/$sofi) [Metadium (META)](/topic/$meta) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [Alumis Inc. (ALMS)](/topic/$alms) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Immunome, Inc. (IMNM)](/topic/$imnm) [Immix Biopharma, Inc.  (IMMX)](/topic/$immx) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AppLovin Corporation (APP)](/topic/$app) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Netflix Inc (NFLX)](/topic/$nflx) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Kyverna Therapeutics, Inc. (KYTX)](/topic/$kytx) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [uniQure N.V. (QURE)](/topic/$qure) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Mario Coin (COIN)](/topic/$coin) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [UnitedHealth Group (UNH)](/topic/$unh) [Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Zscaler Inc (ZS)](/topic/$zs) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iris Energy Limited (IREN)](/topic/$iren) [Roblox Corp. (RBLX)](/topic/$rblx) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Microsoft Corp. (MSFT)](/topic/$msft) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Invivyd, Inc. (IVVD)](/topic/$ivvd) [PepGen Inc. (PEPG)](/topic/$pepg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$APP small add here around $370 area"  
[X Link](https://x.com/Pharmdca/status/2021988597071851994)  2026-02-12T16:43Z 108.6K followers, [----] engagements


"@WisemanCap $RDDT nice add"  
[X Link](https://x.com/Pharmdca/status/2021989751541412206)  2026-02-12T16:48Z 108.6K followers, [----] engagements


"$AGIO starter position $23+"  
[X Link](https://x.com/Pharmdca/status/1991155972224729509)  2025-11-19T14:45Z 108.6K followers, [----] engagements


"$GUTS New speculative position $1.78 into [----] with top line pivotal data from REMAIN-1 Pivotal Cohort Q2 and potential PMA submission in the second half of 2026"  
[X Link](https://x.com/Pharmdca/status/1996259547640697121)  2025-12-03T16:45Z 108.6K followers, [----] engagements


"$GUTS lol D I added more shares than CEO. He needs to buy more shares $GUTS CEO BUY https://t.co/KLpqcfyYwn $GUTS CEO BUY https://t.co/KLpqcfyYwn"  
[X Link](https://x.com/Pharmdca/status/1998050844735115495)  2025-12-08T15:23Z 108.6K followers, [----] engagements


"Positions part [--] $GUTS $QURE $SRPT $AXSM $LLY $OSCR $KYTX $UNH $DAWN $TGTX $LRMR $IVVD $PEPG $TECX $TRVI $SLDB $IOVA $MREO $PCSC $PVLA $LULU $SNOW $PYPL $HOOD $RDDT $TTD Closed $PDSB"  
[X Link](https://x.com/Pharmdca/status/2002067409575071831)  2025-12-19T17:24Z 108.6K followers, [----] engagements


"Added to $IMNM position"  
[X Link](https://x.com/Pharmdca/status/2003556488900673857)  2025-12-23T20:01Z 108.6K followers, [----] engagements


"$IMNM sooner or later stock will break out of this range and hits another 52-week high. This is the consolidation phase post PH3 results and secondary. One of the best ideas BTD in small cap biotech sector with positive results de-risking the company. Target $40+ LT"  
[X Link](https://x.com/Pharmdca/status/2003872531200258416)  2025-12-24T16:56Z 108.6K followers, [----] engagements


"$GUTS Obesity data end of January and $CRVS Atopic Dermatitis data 2nd half of January"  
[X Link](https://x.com/Pharmdca/status/2008192630698774789)  2026-01-05T15:03Z 108.6K followers, [----] engagements


"New position $IMMX with average price around $5. Like my risk-reward from current valuation post ASH data that was really good in my opinion and secondary in hindsight. Money slide Will do a quick recap on ASH data vs competition in near future"  
[X Link](https://x.com/Pharmdca/status/2008957225835155724)  2026-01-07T17:41Z 108.6K followers, [----] engagements


"Find selective opportunities in Biotech sector post good news and strong cash position Two names I added to my portfolio $IMMX & $ALMS De-risked and good market opportunity for both"  
[X Link](https://x.com/Pharmdca/status/2008994472483532863)  2026-01-07T20:09Z 108.6K followers, [----] engagements


"Two undervalued commercial stage small cap biotech companies to own in [----] $SLNO $DAWN"  
[X Link](https://x.com/Pharmdca/status/2010718611950936566)  2026-01-12T14:20Z 108.6K followers, [----] engagements


"$ALMS Chart showing good reversal and stock price approaching 52-week highs. A decent pullback in stock price post data gave an entry around $16 to add to my portfolio. With ph3 data out strong cash this is another de-risked investment long term. Strategy- Wait for dips post data $ALMS Added starter position $16+ and on my watchlist. PH3 data out and de-risked. Buy post data on dips is a better strategy imho than gambling through data. Will look for dip opportunities. $ALMS Added starter position $16+ and on my watchlist. PH3 data out and de-risked. Buy post data on dips is a better strategy"  
[X Link](https://x.com/Pharmdca/status/2010798518890266835)  2026-01-12T19:38Z 108.6K followers, [----] engagements


"$GPCR up 9% while $VKTX down 5%. Own both Folks rush to sell when their unrealistic expectations are not met"  
[X Link](https://x.com/Pharmdca/status/2011099261388406808)  2026-01-13T15:33Z 108.6K followers, 10.7K engagements


"$IMMX Basically getting shares at prices pre-December data updates and post-secondary. Company reported extremely positive data at ASH presentation showing 75% CR. If additional [--] pending pts. show CR this will potentially increase future CR rate to 95%. Buy dips post good data a better strategy than holding through the binary event. https://twitter.com/i/web/status/2011120214772158485 https://twitter.com/i/web/status/2011120214772158485"  
[X Link](https://x.com/Pharmdca/status/2011120214772158485)  2026-01-13T16:56Z 108.6K followers, [----] engagements


"$ALMS like $GPCR working well post data dips"  
[X Link](https://x.com/Pharmdca/status/2011125673411129669)  2026-01-13T17:18Z 108.6K followers, [----] engagements


"$ALMS Breakout here. 52-week highs. A pullback post data gave a solid entry point over $16. Now we enjoy the ride with ph3 data out and de-risked"  
[X Link](https://x.com/Pharmdca/status/2011463041741975588)  2026-01-14T15:38Z 108.6K followers, [----] engagements


"$DAWN could be a good fit for Novartis $NVS for the pLGG indication. Here's why 👇👇 $DAWN PART [--] Competition OJEMDA vs Novartis Tafinlar-Mekinist combo. Like I mentioned in my previous tweet Novartis combo can only be used for pLGG with BRAF V600 mutations. However OJEMDA is approved for both BRAF mutations and BRAF fusions. $DAWN PART [--] Competition OJEMDA vs Novartis Tafinlar-Mekinist combo. Like I mentioned in my previous tweet Novartis combo can only be used for pLGG with BRAF V600 mutations. However OJEMDA is approved for both BRAF mutations and BRAF fusions"  
[X Link](https://x.com/Pharmdca/status/2011531759398371718)  2026-01-14T20:11Z 108.6K followers, [----] engagements


"$GOOGL trimmed more position and adding to $META position"  
[X Link](https://x.com/Pharmdca/status/2011817850886111308)  2026-01-15T15:08Z 108.6K followers, [----] engagements


"$CRVS look at the price action over last [--] months. One good news and stock broke all major resistance points and hit 52-week highs. $VKTX have patience. We have a major catalyst this year when company reports data from the Maintenance Study"  
[X Link](https://x.com/Pharmdca/status/2013631354651492845)  2026-01-20T15:15Z 108.6K followers, [----] engagements


"$GUTS Catalyst rich year for this small cap biotech company January 2026: 6-month randomized data from the REMAIN-1 Midpoint Cohort Q2 2026: 1-year REVEAL-1 Cohort data Q3 2026: 1-year REMAIN-1 Midpoint Cohort data H2 2026: Topline 6-month randomized data from REMAIN-1 Pivotal Cohort H2 2026: Potential Revita PMA filing in post-GLP-1 weight maintenance https://twitter.com/i/web/status/2013634990626791433 https://twitter.com/i/web/status/2013634990626791433"  
[X Link](https://x.com/Pharmdca/status/2013634990626791433)  2026-01-20T15:29Z 108.6K followers, [----] engagements


"$DAWN Added a chunk of shares to my position $10+ after company posted revenue guidance for [----]. I believe one of the most undervalued biotech companies (Commercial stage). $3-4+ Billion acquisition price would be nothing for BP to make a move on this oncology company. $DAWN PART [--] An undervalued commercial stage oncology company. Long term target remains mid 30's based on TAM and pipeline. OJEMDA is the FDA approved drug with $57 million in just less than [--] months of launch. OJEMDA is the only systemic therapy for pLGG that offers once-weekly $DAWN PART [--] An undervalued commercial stage"  
[X Link](https://x.com/Pharmdca/status/2013647490432618707)  2026-01-20T16:19Z 108.6K followers, [----] engagements


"$DAWN higher highs of the day. 😍😍😍😍"  
[X Link](https://x.com/Pharmdca/status/2013689077145444413)  2026-01-20T19:04Z 108.6K followers, [----] engagements


"$DAWN stock trading over major resistance pivot point [--] SMA"  
[X Link](https://x.com/Pharmdca/status/2013710345416909213)  2026-01-20T20:28Z 108.6K followers, 11.3K engagements


"$CRVS with secondary news and data in hindsight my target is $30 in the near short term. Any dip will be a buying opportunity $CRVS Market valuation significantly lags behind $KYMR and should catch up sooner or later"  
[X Link](https://x.com/Pharmdca/status/2013771551087435882)  2026-01-21T00:32Z 108.6K followers, 12.3K engagements


"My two portfolio stocks $CRVS & $DAWN have done well today despite market bloodbath overall $DAWN clear breakout here with stock hitting higher in the after hours trading session"  
[X Link](https://x.com/Pharmdca/status/2013772293793571038)  2026-01-21T00:35Z 108.6K followers, [----] engagements


"@MannyMahi This is $DAWN year of reversal"  
[X Link](https://x.com/Pharmdca/status/2013773104619888658)  2026-01-21T00:38Z 108.6K followers, [---] engagements


"$VKTX Crucial year for weight loss data that will show numbers post [--] weeks Why Maintenance Data will be so important from different perspectives ➡➡ First this trial will provide us a peek into [--] week weight loss numbers. So far we have seen data upto [--] weeks only. Next SubQ dose is titrated to a higher dose of 22.5mg. More insights into switch from subq to oral and some insights into weekly oral as well. Lots of data will be presented. First look at monthly dosing for subq. In a nutshell we will be looking at data for [--] different dosing regimens SubQ-Weekly and Monthly numbers Oral- Both"  
[X Link](https://x.com/Pharmdca/status/2013774532352582061)  2026-01-21T00:43Z 108.6K followers, [----] engagements


"$DAWN $13.4 in overnight session"  
[X Link](https://x.com/Pharmdca/status/2013799540676043127)  2026-01-21T02:23Z 108.6K followers, [----] engagements


"$LUCD Big contract. No position for me anymore though. $PAVM being an ultra-low float is running hard while $LUCD has not moved much on this news yet. I suspect a secondary soon $LUCD Awarded U.S. Department of Veterans Affairs Contract for EsoGuard. $PAVM The contract includes pre-negotiated pricing for EsoGuard that matches the established Medicare payment rate determined by the CMS enabling VA hospitals and healthcare facilities nationwide to $LUCD Awarded U.S. Department of Veterans Affairs Contract for EsoGuard. $PAVM The contract includes pre-negotiated pricing for EsoGuard that matches"  
[X Link](https://x.com/Pharmdca/status/2013975110332346857)  2026-01-21T14:00Z 108.6K followers, 14.5K engagements


"$DAWN 😍 Breakout $DAWN stock trading over major resistance pivot point [--] SMA. https://t.co/4tDew98ZPa $DAWN stock trading over major resistance pivot point [--] SMA. https://t.co/4tDew98ZPa"  
[X Link](https://x.com/Pharmdca/status/2013986438640255000)  2026-01-21T14:45Z 108.6K followers, [----] engagements


"$CRVS looking at valuation vs peers especially $KYMR believe $CRVS could make a potential move towards $35-40 over time. That's my target to trim and lock more profits from my average stock price under $5 So far close to 400% gainer. I know some folks holding huge positions under $1. https://twitter.com/i/web/status/2014338983610978562 https://twitter.com/i/web/status/2014338983610978562"  
[X Link](https://x.com/Pharmdca/status/2014338983610978562)  2026-01-22T14:06Z 108.6K followers, [----] engagements


"$XBI Biotech sector showed a big turnaround in [----] and continues with bullish trend into [----]. Expect plenty of biotech deals as BP still holding hordes of cash. Expect to see more deals in Obesity Oncology and de-risked commercial stage assets $VKTX $DAWN $GPCR $RVMD $CYTK $CRVS $IMNM $ARDX $MDGL https://twitter.com/i/web/status/2014377302558388250 https://twitter.com/i/web/status/2014377302558388250"  
[X Link](https://x.com/Pharmdca/status/2014377302558388250)  2026-01-22T16:39Z 108.6K followers, [----] engagements


"I Continue to add to my $ZS & $RBRK positions"  
[X Link](https://x.com/Pharmdca/status/2014386201508393328)  2026-01-22T17:14Z 108.6K followers, [----] engagements


"$DAWN BofA $DAWN 4Q25 Earnings Preview: stellar 4Q25 for Ojemda pipeline filling out: Our $236M [----] Ojemda revenue estimates (+$9M cons) falls within the guided $225-250M range representing strong growth YoY"  
[X Link](https://x.com/Pharmdca/status/2014725631939100918)  2026-01-23T15:43Z 108.6K followers, [----] engagements


"$DAWN Beyond Ojemda mid-year update for Emi-Le at a medical meeting where data (including ORR durability safety and pharmacokinetic info guiding dose/schedule) will be important in discussions around the possibility of a single-arm phase [--] registrational path given the rarity/unmet need with ACC. https://twitter.com/i/web/status/2014725806350860560 https://twitter.com/i/web/status/2014725806350860560"  
[X Link](https://x.com/Pharmdca/status/2014725806350860560)  2026-01-23T15:43Z 108.6K followers, [----] engagements


"$IOVA could this be the comeback year for this beaten down commercial stage biotech company. Company's lead drug Amtagvi approved for patients with unresectable or metastatic melanoma who have failed prior treatments with a PD-1-based immunotherapy and BRAF/MEK-targeted therapy. Recently company announced data from its IOV-LUN-202 clinical study of Amtagvi monotherapy in previously treated patients with non-squamous non-small cell lung cancer with an impressive ORR 26%. Per management-Median duration of response was not reached at more than [--] months of follow-up which is unprecedented"  
[X Link](https://x.com/Pharmdca/status/2014741925451174100)  2026-01-23T16:48Z 108.6K followers, 18.6K engagements


"$VKTX could see a PR next week based on this commentary $VKTX OPPY nugget expect near-term updates on development plan for oral VK2735. MGT mentioned that EOP2 meeting regarding oral VK2735 has concluded &meeting minutes were recently received $VKTX OPPY nugget expect near-term updates on development plan for oral VK2735. MGT mentioned that EOP2 meeting regarding oral VK2735 has concluded &meeting minutes were recently received"  
[X Link](https://x.com/Pharmdca/status/2014742761745088731)  2026-01-23T16:51Z 108.6K followers, 12.3K engagements


"$IMMX seeing reversal after selloff post data. Loaded shares post data pullback. Current average $4+. See my previous tweet on why I believe shares are undervalued after reporting data for AL amyloidosis. Next update likely in Q2"  
[X Link](https://x.com/Pharmdca/status/2014747888539336726)  2026-01-23T17:11Z 108.6K followers, [----] engagements


"$SRPT positive data could be the catalyst that turns around the sinking price. Will be a buyer if positive. Good luck shareholders Sarepta $SRPT will present 3-year EMBARK Phase [--] data for its Duchenne gene therapy ELEVIDYS on Jan. [--] at 8:30am ET with a webcast and call to review topline functional results from Part [--] of the placebo-controlled study in ambulatory patients treated at ages [--]. Sarepta $SRPT will present 3-year EMBARK Phase [--] data for its Duchenne gene therapy ELEVIDYS on Jan. [--] at 8:30am ET with a webcast and call to review topline functional results from Part [--] of the"  
[X Link](https://x.com/Pharmdca/status/2014808990694441191)  2026-01-23T21:14Z 108.6K followers, [----] engagements


"$SRPT No new treatment-related safety signals were observed consistent with the manageable safety profile observed with ELEVIDYS in ambulatory patients to-date $SRPT https://t.co/eiv285E2fY $SRPT https://t.co/eiv285E2fY"  
[X Link](https://x.com/Pharmdca/status/2015772570386358288)  2026-01-26T13:03Z 108.6K followers, [----] engagements


"$CRVS added some shares though raised my average price a bit now as original position holding from under $5 Company recently raised cash at offering price of $22.15"  
[X Link](https://x.com/Pharmdca/status/2015805408871628939)  2026-01-26T15:13Z 108.6K followers, [----] engagements


"$UNH reports earnings tomorrow morning. $OSCR"  
[X Link](https://x.com/Pharmdca/status/2015891898540675348)  2026-01-26T20:57Z 108.6K followers, [----] engagements


"$MRK could go after $MDGL now since $RVMD acquisition didnt work out And they can still do an acquisition in the obesity space as well @WallStSai I hope this doesnt turned out to be similar to Pfizer acquisition of SGEN Thats a huge acquisition price before phase [--] results $RVMD @WallStSai I hope this doesnt turned out to be similar to Pfizer acquisition of SGEN Thats a huge acquisition price before phase [--] results $RVMD"  
[X Link](https://x.com/Pharmdca/status/2015943515231138200)  2026-01-27T00:22Z 108.6K followers, 11.8K engagements


"$CVNA another short report causing a huge selloff in stock price. Let's see if the stock reverses since it filled downside gap close to $400 We saw a similar kind of short report for $APP In hindsight usually these short reports are buyop. Need to see if $CVNA reverses over $400 pivot point. Carvana $CVNA is having its worst day since April [----] after short seller Gotham City Research dropped a report questioning related-party ties with DriveTime and Bridgecrest and alleging Carvanas [------] results are overstated by $1 Billion+ https://t.co/sX5Akb32i2 Carvana $CVNA is having its worst day"  
[X Link](https://x.com/Pharmdca/status/2016594211852935205)  2026-01-28T19:28Z 108.6K followers, 21.1K engagements


"$NOW beat and raise but why stock is down 🧐"  
[X Link](https://x.com/Pharmdca/status/2016624975831236967)  2026-01-28T21:30Z 108.6K followers, [----] engagements


"$META should be $750 soon. $AMZN Long term stock will be a huge winner like $GOOGL when it was trading around $160 (now doubled in a matter of months) Have patience BTD and zoom out. $META $NFLX $SOFI Short term pain long term gain- Simple Don't make things complicated. Panic dips are gifts in great $AMZN Long term stock will be a huge winner like $GOOGL when it was trading around $160 (now doubled in a matter of months) Have patience BTD and zoom out. $META $NFLX $SOFI Short term pain long term gain- Simple Don't make things complicated. Panic dips are gifts in great"  
[X Link](https://x.com/Pharmdca/status/2016627181406081156)  2026-01-28T21:39Z 108.6K followers, [----] engagements


"$SOFI this could be the year stock added to $S&P [---]. Earnings Friday"  
[X Link](https://x.com/Pharmdca/status/2016627443956928590)  2026-01-28T21:40Z 108.6K followers, [----] engagements


"You think there will be a clearance sale on Model X and Model S as they will be discontinued come second quarter or opposite could happen Thoughts How about issues with parts and upgrades later down the road $TSLA"  
[X Link](https://x.com/Pharmdca/status/2016746145029247479)  2026-01-29T05:32Z 108.6K followers, 10.3K engagements


"$HOOD this could be big if true Bloomberg reports the U.S. is weighing Robinhood as a trustee for proposed Trump Accounts for children and $HOOD has started internal prep in case it gets selected according to people familiar with the matter. https://t.co/vuVELpyI5V Bloomberg reports the U.S. is weighing Robinhood as a trustee for proposed Trump Accounts for children and $HOOD has started internal prep in case it gets selected according to people familiar with the matter. https://t.co/vuVELpyI5V"  
[X Link](https://x.com/Pharmdca/status/2016982281483931956)  2026-01-29T21:10Z 108.6K followers, [----] engagements


"$VKTX reports earnings on February 11th. I believe during the earnings call company will likely share updates on FDA minutes if VK2735 Oral drug is moving directly to Phase [--] program or not. Recall PH3 advancement of SubQ was announced during the earnings call on July 24th [----] even though company had received FDA minutes prior to the earnings. https://twitter.com/i/web/status/2017014282274427039 https://twitter.com/i/web/status/2017014282274427039"  
[X Link](https://x.com/Pharmdca/status/2017014282274427039)  2026-01-29T23:17Z 108.6K followers, [----] engagements


"$SOFI loading on Dec [----] strike Leaps"  
[X Link](https://x.com/Pharmdca/status/2017253590658916763)  2026-01-30T15:08Z 108.6K followers, [----] engagements


"@dayumm_daniel Agreed. De-Risked and commercial stage companies $DAWN $ARDX"  
[X Link](https://x.com/Pharmdca/status/2017290643656348098)  2026-01-30T17:35Z 108.6K followers, [---] engagements


"$OCUL Binary event next month. SOL-1 topline data for wet AMD remain on track for 1Q [----] (February) Are you planning to hedge your position if holding through the catalyst or using calls to define your risk Current cash above $4 please correct me if I'm wrong"  
[X Link](https://x.com/Pharmdca/status/2017317947040272579)  2026-01-30T19:24Z 108.6K followers, [----] engagements


"$AMZN $GOOGL $SOFI For investors pullbacks in the stocks they own or want to buy are opportunities Pullbacks and dip buying is usually short term pain but rewarding in the long term for patience folks. Investing is not a straight forward line. It requires a lot of strength to ignore price action and follow the fundamentals strictly. https://twitter.com/i/web/status/2017353097987952816 https://twitter.com/i/web/status/2017353097987952816"  
[X Link](https://x.com/Pharmdca/status/2017353097987952816)  2026-01-30T21:43Z 108.6K followers, [----] engagements


"@princetongb I would do some DD on the timeline for previous FDA guidance in regards to the subq and when it was actually reported It was disclosed during the earnings report day Expecting oral updates on the earnings day $VKTX"  
[X Link](https://x.com/Pharmdca/status/2018442288050184539)  2026-02-02T21:51Z 108.6K followers, [----] engagements


"$QURE this is going to be an interesting event. $QURE up 8%. Results of the FDA meeting soon $QURE up 8%. Results of the FDA meeting soon"  
[X Link](https://x.com/Pharmdca/status/2018706478853488800)  2026-02-03T15:21Z 108.6K followers, [----] engagements


"$QURE potential stock moving catalyst- FDA meeting updates Potential upside 150% vs downside 30% Another stock that would surge big is $CLPT if $QURE gets the AA for AMT-130 $CLPT could more than double on positive news because it will be the confirmatory evidence for the company's drug delivery business not just for Huntington's disease but Parkinson's and epilepsy as well. I own small $QURE and $CLPT https://twitter.com/i/web/status/2018782940638199901 https://twitter.com/i/web/status/2018782940638199901"  
[X Link](https://x.com/Pharmdca/status/2018782940638199901)  2026-02-03T20:25Z 108.6K followers, 12.3K engagements


"$AMD earnings next. Historically speaking stock has mostly seen a pullback post earnings report Will this time be different $NVDA"  
[X Link](https://x.com/Pharmdca/status/2018790986345009574)  2026-02-03T20:57Z 108.6K followers, [----] engagements


"$LLY stop comparing with $NVO and thinking obesity space is saturated or GLP price war will limit future sales. Just look at $LLY earnings generated over $10B revenue just from the Obesity franchise. $NVO drug sucks basically"  
[X Link](https://x.com/Pharmdca/status/2019043576307691958)  2026-02-04T13:41Z 108.6K followers, 11.2K engagements


"$AAPL trimmed position. Added shares post Earnings dip"  
[X Link](https://x.com/Pharmdca/status/2019058250067345447)  2026-02-04T14:39Z 108.6K followers, [----] engagements


"$META good buyop. Nice pullback from Earnings spike"  
[X Link](https://x.com/Pharmdca/status/2019059485776490600)  2026-02-04T14:44Z 108.6K followers, [----] engagements


"You just realized after the files went public Bill Gates breaks silence on the latest release of Epstein files: I was foolish to spend time with him. I was one of many people who regret ever knowing him. https://t.co/PXBYoAo1mq Bill Gates breaks silence on the latest release of Epstein files: I was foolish to spend time with him. I was one of many people who regret ever knowing him. https://t.co/PXBYoAo1mq"  
[X Link](https://x.com/Pharmdca/status/2019090793441669195)  2026-02-04T16:48Z 108.6K followers, 11.2K engagements


"@AppleHelix $VKTX will take a certain percentage of obesity market share when VK2735 comes to market I strongly believe PH3 data will show a good differentiation profile vs its peers Efficacy will be much better than Tirzepatide"  
[X Link](https://x.com/Pharmdca/status/2019142557436153925)  2026-02-04T20:14Z 108.6K followers, [----] engagements


"$GOOGL only holding a small position and trimmed most on this huge run up from $160's to ATH's. Will be looking for any good opportunity in coming days if there is any. Stock had the best move since hitting mid 100's last year"  
[X Link](https://x.com/Pharmdca/status/2019143381142921487)  2026-02-04T20:17Z 108.6K followers, [----] engagements


"$GOOGL price action reminds me about $META stock reaction post earnings. Initial drop followed by a spike"  
[X Link](https://x.com/Pharmdca/status/2019163126445535517)  2026-02-04T21:36Z 108.6K followers, [----] engagements


"$META Earnings gap filled"  
[X Link](https://x.com/Pharmdca/status/2019446661257306469)  2026-02-05T16:22Z 108.6K followers, [----] engagements


"$SOFI $META added to my positions"  
[X Link](https://x.com/Pharmdca/status/2019448304573030414)  2026-02-05T16:29Z 108.6K followers, [----] engagements


"$AMZN $RDDT $IREN $RBLX Earnings after market close. All eyes on $AMZN for me"  
[X Link](https://x.com/Pharmdca/status/2019450485023948884)  2026-02-05T16:38Z 108.6K followers, [----] engagements


"$LLY dips will be short lived due to $HIMS related news. $LLY is printing money thanks to the Obesity market"  
[X Link](https://x.com/Pharmdca/status/2019452786249797771)  2026-02-05T16:47Z 108.6K followers, [----] engagements


"Bloodbath all around. This will pass. As always a reminder world is not going to end and so will be your investments in good companies. Stock prices are down significantly but thats just the nature of the business we are in. Avoid irrational decision making during pullbacks. Peace ✌ https://twitter.com/i/web/status/2019514101836423675 https://twitter.com/i/web/status/2019514101836423675"  
[X Link](https://x.com/Pharmdca/status/2019514101836423675)  2026-02-05T20:50Z 108.6K followers, 22.9K engagements


"$AMZN price below $200"  
[X Link](https://x.com/Pharmdca/status/2019517732744785965)  2026-02-05T21:05Z 108.6K followers, [----] engagements


"$AMZN AWS: $35.6B (Est. $34.8B)"  
[X Link](https://x.com/Pharmdca/status/2019518071682248918)  2026-02-05T21:06Z 108.6K followers, [----] engagements


"$RDDT Daily Active Uniques (DAUq) increased 19% year-over-year to [-----] million Q4 Revenue grew 70% year-over-year to $726 million. [----] Revenue grew 69% to $2.2 billion Company authorized repurchase program of up to $1 billion of Class A common stock"  
[X Link](https://x.com/Pharmdca/status/2019520736331985322)  2026-02-05T21:17Z 108.6K followers, [----] engagements


"$LLY $NVO $VKTX FDA comments $HIMS FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/Pharmdca/status/2019558323230765071)  2026-02-05T23:46Z 108.6K followers, 14.8K engagements


"@Nietschecapital Why you think its going up tomorrow"  
[X Link](https://x.com/Pharmdca/status/2019566212301353383)  2026-02-06T00:18Z 108.6K followers, [----] engagements


"$AMZN over reaction presents opportunities. Yeah stock price could fluctuate but hey why not buy those cheap shares $SOFI another name that has dropped quite a bit since last weeks earnings report. I have been buying Dec [----] leaps in $SOFI in my all accounts $RBRK added more to the portfolio after trimming $GOOGL https://twitter.com/i/web/status/2019598088483270945 https://twitter.com/i/web/status/2019598088483270945"  
[X Link](https://x.com/Pharmdca/status/2019598088483270945)  2026-02-06T02:24Z 108.6K followers, 11.7K engagements


"Took advantage of fire sale in $META shares after opening print. Added $RBLX $RDDT shares"  
[X Link](https://x.com/Pharmdca/status/2019807371921617394)  2026-02-06T16:16Z 108.6K followers, [----] engagements


"$SOFI In few months this pullback will be a nice hindsight opportunity for investors to load cheap shares after company delivered first $1B revenue quarter since going public. Besides earnings S&P [---] inclusion in [----] could push shares a lot higher. JPM analyst in a nutshell- "Momentum in the business is undeniable as SoFi continues to add new members and deposits at a record pace while other fintechs report deposit outflows or stagnant member growth and investments in marketing in [--] and 1H26 set the stage for continued premium customer acquisition and engagement for the foreseeable future""  
[X Link](https://x.com/Pharmdca/status/2019809943533326726)  2026-02-06T16:26Z 108.6K followers, [----] engagements


"PD this bodes well for $HOOD $SOFI $COIN agreed $COIN $BTC $HOODA Market structure legislation for digital assets is imminent. Matter of time. $COIN $BTC $HOODA Market structure legislation for digital assets is imminent. Matter of time"  
[X Link](https://x.com/Pharmdca/status/2019874121275093144)  2026-02-06T20:41Z 108.6K followers, [----] engagements


"This is good news for Obesity drug companies $LLY $VKTX $NVO but bad news for $HIMS FDA said its moving to restrict copycat GLP-1 ingredients used in mass-marketed compounded weight loss drugs calling out companies including $HIMS & Hers. The agency said compounded products cant be marketed as generic or equivalent to FDA-approved GLP-1s and violators https://t.co/KTHLHZMbbh FDA said its moving to restrict copycat GLP-1 ingredients used in mass-marketed compounded weight loss drugs calling out companies including $HIMS & Hers. The agency said compounded products cant be marketed as generic or"  
[X Link](https://x.com/Pharmdca/status/2019893578571628632)  2026-02-06T21:58Z 108.6K followers, 12.6K engagements


"$LLY $VKTX Finally FDA taking steps towards making sure compounding drugs should not be used $HIMS Im always an advocate of compounding drugs only to be used during severe shortages but not for mass production for which viable drugs available Compounding drugs lack the standardized assurance of consistent bioavailability potency and performance that bioequivalence provides for FDA-approved products. Independent testing has sometimes shown higher failure rates for compounded products in meeting specifications compared to approved ones. FDA cannot verify the quality safety or efficacy of"  
[X Link](https://x.com/Pharmdca/status/2019920597338452386)  2026-02-06T23:46Z 108.6K followers, 11.7K engagements


"$VKTX $LLY $NVO $GPCR Yesterday obesity stocks saw big drop as $HIMS announced a low-cost compounded version of the Wegovy oral pill. Irrational fear overblown and now FDA taking action against non FDA approved GLP-1 drugs aka HIMS"  
[X Link](https://x.com/Pharmdca/status/2019957608137035856)  2026-02-07T02:13Z 108.6K followers, [----] engagements


"$HIMS more downside $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0 $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0"  
[X Link](https://x.com/Pharmdca/status/2020247791747100891)  2026-02-07T21:26Z 108.6K followers, 12.4K engagements


"@danielnewmanUV Is there any randomized controlled trials to prove their product is as legit as the actual FDA approved drugs on the market Answer is NO. $HIMS"  
[X Link](https://x.com/Pharmdca/status/2020881938400321567)  2026-02-09T15:26Z 108.6K followers, [----] engagements


"Also $HIMS they are IP steelers. Compounding drugs does not go through extensive clinical trials to demonstrated clinical efficacy and safety that pharma companies go through to bring the drugs on the market. It takes years to go through these rigorous clinical trials to show the drug is safe and effective. https://twitter.com/i/web/status/2020884209750200751 https://twitter.com/i/web/status/2020884209750200751"  
[X Link](https://x.com/Pharmdca/status/2020884209750200751)  2026-02-09T15:35Z 108.6K followers, [----] engagements


"$AMZN $SOFI $META $NFLX $RBRK buy the time and stop worrying about short term price action. In hindsight these will be discounted gifts for investors"  
[X Link](https://x.com/Pharmdca/status/2020884741340512765)  2026-02-09T15:37Z 108.6K followers, [----] engagements


"$VKTX Here's my full synopsis on how $LLY data miss has changed the dynamics for Viking therapeutics. So what has changed today for Viking therapeutics and how this will tilt the dynamics towards Viking's oral drug to be the BIC when PH2 results pour in. I believe upcoming results for VKTX will be the game changer for the company for the oral market for obesity. Let's break it down into how competition for the oral market is shaping up. $LLY oral GLP-1 orforglipron that was touted for some time by wall street analysts to be best in class small non-peptide for obesity when they report data"  
[X Link](https://x.com/Pharmdca/status/1953647756951892298)  2025-08-08T02:41Z 108.6K followers, 416.9K engagements


"$XBI Biotech sector has done extremely well this year. M&A activity surged in [----] with handful of acquisitions in small cap biotech companies. A list of [----] acquisitions so far $EXAS $MTSR $CDTX $ITCI $VRNA $BPMC $MRUS $SWTX $ETNB $AKRO $VERV $RNA"  
[X Link](https://x.com/Pharmdca/status/1993359369774547254)  2025-11-25T16:41Z 108.6K followers, [----] engagements


"$TERN Hitting All-time highs. Stock was struggling around $5 for long. Now halted Another big turnaround in the small cap biotech sector. Terns Pharmaceuticals announced updated Phase [--] TERN-701 data presented today at ASH showing 64% MMR at [--] weeks (75% at 320mg) with favorable safety; investor call at 4:30pm ET today. https://twitter.com/i/web/status/1998124390656188713 https://twitter.com/i/web/status/1998124390656188713"  
[X Link](https://x.com/Pharmdca/status/1998124390656188713)  2025-12-08T20:15Z 108.6K followers, [----] engagements


"$OCUL Ocular Therapeutix says in an SEC filing it entered a quiet period today ahead of SOL-1 Phase [--] data expected in Q1 [----] Stock filled gap to the downside making a reversal hammer On Dec 9th company announced that it would submit the NDA shortly assuming it generates positive results from the one-year data of its SOL-1 clinical trial to test the efficacy of Axpaxli based on the feedback that the agency would now move to requiring just a single registration trial for approval as long as the study was adequately powered and controlled. https://twitter.com/i/web/status/2002052507942760522"  
[X Link](https://x.com/Pharmdca/status/2002052507942760522)  2025-12-19T16:24Z 108.6K followers, [----] engagements


"Which small cap biotech stock you are most upbeat about heading into [----] Your top tech position into 2026"  
[X Link](https://x.com/Pharmdca/status/2003889200274514330)  2025-12-24T18:03Z 108.6K followers, 23K engagements


"$XBI expect more M&A deals in biotech sector. Obesity and Mash will continue to be one of the hottest sub sectors in Biotech. WALL STREET EXPECTS ANOTHER WAVE OF BLOCKBUSTER M&A DEALS IN [----] AFTER A RECORD YEAR FOR MEGA DEALS. BANKERS SEE STRONG CEO CONFIDENCE PRIVATE EQUITY RETURNING AND A MORE FAVORABLE DEAL ENVIRONMENT DRIVING ACTIVITY. $XBI $XLV $XLK $QQQ $SPY $IWM WALL STREET EXPECTS ANOTHER WAVE OF BLOCKBUSTER M&A DEALS IN [----] AFTER A RECORD YEAR FOR MEGA DEALS. BANKERS SEE STRONG CEO CONFIDENCE PRIVATE EQUITY RETURNING AND A MORE FAVORABLE DEAL ENVIRONMENT DRIVING ACTIVITY. $XBI $XLV"  
[X Link](https://x.com/Pharmdca/status/2006387564132102388)  2025-12-31T15:30Z 108.6K followers, [----] engagements


"$LLY remains the leader in the obesity space and will continue to dominate until new drugs and players emerges over time as more drugs hits the market. Keep in mind TAM is huge and multiple players will thrive like Statins. Two most viable players $VKTX $GPCR over time. Long both Looking at stock price will frustrate you and often when we make irrational decisions. https://twitter.com/i/web/status/2011201566779609523 https://twitter.com/i/web/status/2011201566779609523"  
[X Link](https://x.com/Pharmdca/status/2011201566779609523)  2026-01-13T22:19Z 108.6K followers, [----] engagements


"$VKTX or $GPCR one of them will be acquired this year. Just my opinion $NVO CEO bullish comment on an obesity acquisition after failing to nab $MTSR: Q. What is your next amount CEO : "There is no next amount. It could be $20 billion. Could be $30 billion. It could be $40 billion. We could afford it. But it has to be worth it." $VKTX $PFE $LLY $NVO CEO bullish comment on an obesity acquisition after failing to nab $MTSR: Q. What is your next amount CEO : "There is no next amount. It could be $20 billion. Could be $30 billion. It could be $40 billion. We could afford it. But it has to be worth"  
[X Link](https://x.com/Pharmdca/status/2011459943606718643)  2026-01-14T15:26Z 108.6K followers, 15.7K engagements


"$CRVS Good luck to shareholders and hoping for positive results come Tuesday. Strategy remains the same to buy dips post positive data confirmation and ride the wave. Recent winners buying post good news $GPCR $CYTK $ABVX $NKTR $ALMS $KYTX $IMNM $GUTS data due this month as well https://twitter.com/i/web/status/2012285445556814224 https://twitter.com/i/web/status/2012285445556814224"  
[X Link](https://x.com/Pharmdca/status/2012285445556814224)  2026-01-16T22:06Z 108.6K followers, 11.3K engagements


"$GPCR shares hit ATH's. No need to hold through a binary event. You can buy the dips post data and data overhang and still make a nice investment bet. Added shares post data and stock almost doubled"  
[X Link](https://x.com/Pharmdca/status/2013651917097050367)  2026-01-20T16:36Z 108.6K followers, [----] engagements


"$GPCR trimmed partial position in 90's. Stock has outperformed since obesity data. Locked partial profits while holding core position LT"  
[X Link](https://x.com/Pharmdca/status/2014061215513735561)  2026-01-21T19:43Z 108.6K followers, [----] engagements


"$APP It's hilarious when you see too many short reports in a matter of days- Desperation"  
[X Link](https://x.com/Pharmdca/status/2014389913517723957)  2026-01-22T17:29Z 108.6K followers, 10.2K engagements


"Buying selective biotech stocks post positive data on dips so far has 100% success rate $IMNM $ALMS $KYTX $GPCR $IMMX (still lagging though but believe eventually this will outperform) Next on target $GUTS & $GOSS will be looking to apply the same strategy if good readouts"  
[X Link](https://x.com/Pharmdca/status/2014716024504103323)  2026-01-23T15:05Z 108.6K followers, [----] engagements


"$XBI Biotech binary events are super risky and potential losses if data disappoints. I had my losses in the past playing good size positions through such events. I don't risk much capital now through any given binary event. Better strategy- Let the event play out once any stock is de-risked post data BTD. No stress no risk of 70-80% downside post negative data. Binary events are like magnets where all of us thinks hitting a jackpot every time we play them. Nothing more than a gamble IMHO. You always get a buying opportunity post good readout. Not my strategy anymore. If I play a binary event"  
[X Link](https://x.com/Pharmdca/status/2017290001604890712)  2026-01-30T17:33Z 108.6K followers, [----] engagements


"$XBI chart looking good. Idea of avoiding most binaries and strictly buying opportunities in selective names that have reported late-stage clinical results is the strategy that worked throughout [----] and into [----]. $IMNM $ALMS $GPCR $IMMX $CYTK $KYTX $CRVS winners using the above-mentioned strategy Why take a big gamble through most binary events that could go either way. https://twitter.com/i/web/status/2018704669250658782 https://twitter.com/i/web/status/2018704669250658782"  
[X Link](https://x.com/Pharmdca/status/2018704669250658782)  2026-02-03T15:14Z 108.6K followers, [----] engagements


"$XBI few small cap biotech companies that still seems undervalued with approved drug (s) on the market. De-risked as earnings and drug launches have done better than before $ARDX $DAWN $SLNO $TMDX $HROW"  
[X Link](https://x.com/Pharmdca/status/2018705636091912472)  2026-02-03T15:18Z 108.6K followers, [----] engagements


"$NVO continues to struggle in the obesity space vs $LLY Simple drug is not as effective as LLY obesity profile NVO needs to make an acquisition if they want to grab a larger pie of the obesity space with similar or better efficacy in both SubQ and Oral formulations $VKTX $GPCR https://twitter.com/i/web/status/2018792156115386698 https://twitter.com/i/web/status/2018792156115386698"  
[X Link](https://x.com/Pharmdca/status/2018792156115386698)  2026-02-03T21:02Z 108.6K followers, [----] engagements


"$VKTX too cheap here. Currently market doesn't take into consideration that their obesity franchise is very competitive vs $LLY drugs and could be the next winner when company reports ph3 results. Though stock has underperformed for a while but with upcoming maintenance data this year think stock will have a turnaround story onwards. Compelling opportunity long term. https://twitter.com/i/web/status/2019045153768644714 https://twitter.com/i/web/status/2019045153768644714"  
[X Link](https://x.com/Pharmdca/status/2019045153768644714)  2026-02-04T13:47Z 108.6K followers, 12.7K engagements


"@Biohazard3737 Agreed with Biohazard here $VKTX will trade a lot higher when they report ph3 results. Maintenance study and other catalysts prior to the phase [--] results should bode well for the stock in the near term"  
[X Link](https://x.com/Pharmdca/status/2019045597878337971)  2026-02-04T13:49Z 108.6K followers, [----] engagements


"$GOOGL earnings after the closing bell along with $QCOM & $SNAP Will $GOOGL earnings slow down the bleeding in tech space $AMZN on Thursday. Looking for both these companies to provide solid numbers. Own both"  
[X Link](https://x.com/Pharmdca/status/2019138834433470589)  2026-02-04T19:59Z 108.6K followers, [----] engagements


"$VKTX earnings scheduled for next Wednesday after market close $VKTX https://t.co/U42mfB3b9F $VKTX https://t.co/U42mfB3b9F"  
[X Link](https://x.com/Pharmdca/status/2019156052592447839)  2026-02-04T21:08Z 108.6K followers, 10.1K engagements


"$RBRK Bought a decent position on pullbacks. Great buy opportunity. $RBRK exceeded all guidance metrics for Q4 based on preliminary results just published in an 8K. Their CRO is also leaving for another role & they internally promoted the replacement (Jesse Green). $RBRK exceeded all guidance metrics for Q4 based on preliminary results just published in an 8K. Their CRO is also leaving for another role & they internally promoted the replacement (Jesse Green)"  
[X Link](https://x.com/Pharmdca/status/2019190913466294460)  2026-02-04T23:26Z 108.6K followers, [----] engagements


"$RBRK Recall stock hit almost $100 after third quarter Earnings results. Rubrik increased its full-year fiscal [----] guidance. With the recent selloff in software stocks this sell off presents a buying opportunity for investors. Long $RBRK"  
[X Link](https://x.com/Pharmdca/status/2019194743025201634)  2026-02-04T23:41Z 108.6K followers, 18.7K engagements


"$SOFI great quarter in company's history and shares sold off. Current market sentiment. These selloffs in good companies $META $RBRK $MSFT will be seen as dip opportunities in few months"  
[X Link](https://x.com/Pharmdca/status/2019447479079477635)  2026-02-05T16:26Z 108.6K followers, [----] engagements


"Trimmed positions in $ALMS $IMNM $IMMX All these were bought post data dips. Locking some nice profits and rotating funds where I see more opportunities"  
[X Link](https://x.com/Pharmdca/status/2019448246658093439)  2026-02-05T16:29Z 108.6K followers, [----] engagements


"$RBRK more shares around $50. Company provided preliminary guidance yesterday and stock is getting hammered along with the market. Rubrik says preliminary fourth-quarter and fiscal [----] results exceeded all guided metrics"  
[X Link](https://x.com/Pharmdca/status/2019449300347154577)  2026-02-05T16:33Z 108.6K followers, [----] engagements


"$LLY will continue to dominate the Obesity space while $NVO will continue to struggle. $VKTX next to market with slew of catalysts in [----] and full phase [--] results in 2027"  
[X Link](https://x.com/Pharmdca/status/2019450163971190916)  2026-02-05T16:36Z 108.6K followers, [----] engagements


"$RBRK BTD $RBRK based on last Qs results -Subscription ARR growth +34% YoY -Rev growth +48% YoY (and accelerating) -ARR contribution margin flipped positive to +10.3% up from -3.3% YoY. -FCF margin of 22% -83% gross margins -GAAP net loss cut -50% YoY -Solid liquidity $1.6B cash $RBRK based on last Qs results -Subscription ARR growth +34% YoY -Rev growth +48% YoY (and accelerating) -ARR contribution margin flipped positive to +10.3% up from -3.3% YoY. -FCF margin of 22% -83% gross margins -GAAP net loss cut -50% YoY -Solid liquidity $1.6B cash"  
[X Link](https://x.com/Pharmdca/status/2019455759633744033)  2026-02-05T16:59Z 108.6K followers, [----] engagements


"$HIMS stock price hitting [--] week lows during the afternoon session"  
[X Link](https://x.com/Pharmdca/status/2019927347257045232)  2026-02-07T00:13Z 108.6K followers, [----] engagements


"$HIMS Low teens possible next week- No position. Good news for obesity companies $VKTX $NVO $LLY What happened Last Week -FDA intends to take action against non fda approved glp-1 drugs - Department of Justice investigation - And now comes the harsh reality for HIMS Investors $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. https://twitter.com/i/web/status/2020255763999101239 https://twitter.com/i/web/status/2020255763999101239"  
[X Link](https://x.com/Pharmdca/status/2020255763999101239)  2026-02-07T21:58Z 108.6K followers, 11.7K engagements


"Bought $RDDT $NFLX $AMZN leaps"  
[X Link](https://x.com/Pharmdca/status/2020896745664995356)  2026-02-09T16:25Z 108.6K followers, 18K engagements


"$RBRK significantly undervalued here $RBRK had its best checks in +5 years with a competitor's issues mainly idiosyncratic. Expecting +10% sales / 2% ARR upside though stock will likely trade on FY27 initial guide primarily where our math implies $1.8B ARR and low-20s sales growth - Piper $RBRK had its best checks in +5 years with a competitor's issues mainly idiosyncratic. Expecting +10% sales / 2% ARR upside though stock will likely trade on FY27 initial guide primarily where our math implies $1.8B ARR and low-20s sales growth - Piper"  
[X Link](https://x.com/Pharmdca/status/2021109251587047516)  2026-02-10T06:29Z 108.6K followers, 13.3K engagements


"$OSCR Guidance-Revenue: $18.7B$19.0B (Est. $12.756B)"  
[X Link](https://x.com/Pharmdca/status/2021228385096077412)  2026-02-10T14:22Z 108.6K followers, [----] engagements


"$OSCR Insane guidance and the fact that company to hit profitability this year stock price seems very undervalued"  
[X Link](https://x.com/Pharmdca/status/2021232159151759528)  2026-02-10T14:37Z 108.6K followers, [----] engagements


"$OSCR added [----] leaps"  
[X Link](https://x.com/Pharmdca/status/2021241657023135952)  2026-02-10T15:15Z 108.6K followers, [----] engagements


"$META Welcome to $META Mr. Ackman. What a wonderful dose of confirmation bias. 😂 (Slide from their investor presentation) https://t.co/nY9pIbxi9I Welcome to $META Mr. Ackman. What a wonderful dose of confirmation bias. 😂 (Slide from their investor presentation) https://t.co/nY9pIbxi9I"  
[X Link](https://x.com/Pharmdca/status/2021625498993115475)  2026-02-11T16:40Z 108.6K followers, [----] engagements


"LT position into [----] Part [--] # [--] Portfolio Pick Buyouts $RNA $NARI $BPMC $MYOV $IMGN $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML $JUNO $CMRX $RLYP $ITCI $KVUE Tech positions in order- $AMZN $TSLA $SOFI $COIN $GOOG $NVDA $AMD $RBRK $META $NFLX $UBER $MSFT $AVGO $ZS $MELI $IREN $NBIS Top Biotech positions: $VKTX $CYTK $BBIO $TMDX $MDGL $HROW $SLNO $IMNM $GPCR $OCUL $CRVS https://twitter.com/i/web/status/2002067407834374356 https://twitter.com/i/web/status/2002067407834374356"  
[X Link](https://x.com/Pharmdca/status/2002067407834374356)  2025-12-19T17:24Z 108.6K followers, 56K engagements


"$VKTX next Wednesday management will discuss if Oral drug goes through PH2B or PH3 trial. If they have to do a ph2B trial first then think of another catalyst this year besides the Maintenance study updates. Management stated a slow titration in a future trial like p2B or ph3 (lesson learned from aggressive titration during P2 trial) yields much better safety profile vs LLY oral drug. The reason stock dropped significantly post PH2 results was linked to high incidence of safety issues with faster titration during the early phase even though efficacy handsomely beats $LLY drug."  
[X Link](https://x.com/Pharmdca/status/2019173134000353780)  2026-02-04T22:16Z 108.6K followers, [----] engagements


"$OCUL only playing the binary with March options. Either zero or hero. If data is good will look to add shares on dips after data readout as I continue to stick with my strategy of avoiding binaries holding big size positions. Good luck to investors who have been in this name for long time. I hope this is a win for the investor community. https://twitter.com/i/web/status/2019451557155361232 https://twitter.com/i/web/status/2019451557155361232"  
[X Link](https://x.com/Pharmdca/status/2019451557155361232)  2026-02-05T16:42Z 108.6K followers, [----] engagements


"$RDDT crushed numbers next $APP reports on February 11th $APP stock has been punished hard last few weeks due to multiple short reports"  
[X Link](https://x.com/Pharmdca/status/2019595022770008189)  2026-02-06T02:12Z 108.6K followers, [----] engagements


"I believe demand will continue to grow for the obesity drugs in the coming decade $VKTX $LLY $NVO $NVO Wegovy pill in high demand in weeks since launch. $LLY $VKTX $HIMS Apprx [-----] prescriptions were being filled each week. More than [------] people in the U.S. are taking the new GLP-1 pill. https://t.co/LyqVzT0eKD $NVO Wegovy pill in high demand in weeks since launch. $LLY $VKTX $HIMS Apprx [-----] prescriptions were being filled each week. More than [------] people in the U.S. are taking the new GLP-1 pill. https://t.co/LyqVzT0eKD"  
[X Link](https://x.com/Pharmdca/status/2020247673929109732)  2026-02-07T21:25Z 108.6K followers, 11.2K engagements


"$SOFI great write up https://t.co/IfUEnds2i1 https://t.co/IfUEnds2i1"  
[X Link](https://x.com/Pharmdca/status/2020910219421941995)  2026-02-09T17:18Z 108.6K followers, 21K engagements


"$APP short reports are just a way of manipulating stock prices"  
[X Link](https://x.com/Pharmdca/status/2020994298884522177)  2026-02-09T22:52Z 108.6K followers, 10.5K engagements


"Reversal in beaten down names $RDDT $NFLX $RBRK Bought $RDDT $NFLX $AMZN leaps Bought $RDDT $NFLX $AMZN leaps"  
[X Link](https://x.com/Pharmdca/status/2021237901770502335)  2026-02-10T15:00Z 108.6K followers, 10.9K engagements


"$SOFI huge gift last week when stock hit $18+ BTD when others are panic selling on best earnings report in the company's history"  
[X Link](https://x.com/Pharmdca/status/2021240468097355842)  2026-02-10T15:10Z 108.6K followers, [----] engagements


"$RBRK in no time stock will reprice back to $80-90+ this year. Buy the bargain when market gives you irrational Pullback in quality companies on fear"  
[X Link](https://x.com/Pharmdca/status/2021241293473562726)  2026-02-10T15:14Z 108.6K followers, 11.7K engagements


"New position $CRDO on this pullback"  
[X Link](https://x.com/Pharmdca/status/2021604569302847853)  2026-02-11T15:17Z 108.6K followers, [----] engagements


"Important earnings today. $APP stock has been the target for short reports lately. Will be interesting to see the price action post earnings release later this afternoon. Who will have the last laugh shorts or longs"  
[X Link](https://x.com/Pharmdca/status/2021668071061221530)  2026-02-11T19:30Z 108.6K followers, [----] engagements


"$META Ackman going long ACKMAN MAKES $2B BET ON META Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. ACKMAN MAKES $2B BET ON META Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants"  
[X Link](https://x.com/Pharmdca/status/2021668383213949278)  2026-02-11T19:31Z 108.6K followers, [----] engagements


"$VKTX Huge news for shareholders- Boom Oral drug moving to Ph3 guys"  
[X Link](https://x.com/Pharmdca/status/2021695949895041525)  2026-02-11T21:20Z 108.6K followers, 45.9K engagements


"$VKTX will lay out my bullish thesis soon on Viking Therapeutics and why I believe this will be a triple digit stock over time as companys fundamentals and clinical development for obesity is just getting better and better. Stay tuned Stock is highly undervalued at this stage. https://twitter.com/i/web/status/2021790865409429978 https://twitter.com/i/web/status/2021790865409429978"  
[X Link](https://x.com/Pharmdca/status/2021790865409429978)  2026-02-12T03:38Z 108.6K followers, 11.9K engagements


"$VKTX looking to add long term leaps as well. Holding full size concentrated position in common shares"  
[X Link](https://x.com/Pharmdca/status/2021988498275020869)  2026-02-12T16:43Z 108.6K followers, [----] engagements


"$SPY Inflation data on deck for tomorrow. If soft numbers or within the consensus tech stocks likely bounce back"  
[X Link](https://x.com/Pharmdca/status/2021989546540646407)  2026-02-12T16:47Z 108.6K followers, [----] engagements


"$SPY Friday Inflation data Core inflation rate MoM- Expected 0.3% Core inflation rate YoY- Expected 2.5% Inflation rate MoM- Expected 0.3% Inflation rate YoY- Expected 2.5%"  
[X Link](https://x.com/Pharmdca/status/2022001098425610584)  2026-02-12T17:33Z 108.6K followers, [----] engagements


"Companies reporting earnings after the closing bell $ANET $PINS $ROKU $COIN $TWLO $BROS $ANET $ABNB"  
[X Link](https://x.com/Pharmdca/status/2022041049410236879)  2026-02-12T20:12Z 108.6K followers, [----] engagements


"Agreed Oral game changers- Key is patience here Obesity $VKTX AD $CRVS #BIOTECHS ORAL MEDS =game changers for patients $NVO $BBIO $CRVS $VKTX $PTGX #BIOTECHS ORAL MEDS =game changers for patients $NVO $BBIO $CRVS $VKTX $PTGX"  
[X Link](https://x.com/Pharmdca/status/2022049107041562838)  2026-02-12T20:44Z 108.6K followers, [----] engagements


"@Mr_Derivatives $VKTX $IMMX $ALMS $BBIO Selective Biotech"  
[X Link](https://x.com/Pharmdca/status/2022049418795692170)  2026-02-12T20:45Z 108.6K followers, [----] engagements


"Overblown AI related fear $SPY #Nasddaq $QQQ"  
[X Link](https://x.com/Pharmdca/status/2022074843064414604)  2026-02-12T22:26Z 108.6K followers, [----] engagements


"Soft CPI numbers $SPY #NASDAQ $XBI U.S. JAN CPI YEAR-OVER-YEAR +2.4% (CONSENSUS +2.5%) U.S. JAN CPI +0.2% (CONSENSUS +0.3%) U.S. JAN CPI +0.2% (CONSENSUS +0.3%) EXFOOD/ENERGY +0.3% (CONSENSUS +0.3%) U.S. JAN CPI YEAR-OVER-YEAR +2.4% (CONSENSUS +2.5%) U.S. JAN CPI +0.2% (CONSENSUS +0.3%) U.S. JAN CPI +0.2% (CONSENSUS +0.3%) EXFOOD/ENERGY +0.3% (CONSENSUS +0.3%)"  
[X Link](https://x.com/Pharmdca/status/2022302533461705003)  2026-02-13T13:31Z 108.6K followers, [----] engagements


"$VKTX Trust the science and fundamentals and how far the company has come from scratch. The execution has been on par with $LLY looking at trial enrollments and completion. Price action and valuation is just a blip in the grand scheme of things. A small company with [--] phase three drugs for Obesity (mother of all blockbuster drugs) is no small feat with strong cash balance sheet more than enough needed for ph3 completions for both the subq and the oral drug. https://twitter.com/i/web/status/2022435474695127231 https://twitter.com/i/web/status/2022435474695127231"  
[X Link](https://x.com/Pharmdca/status/2022435474695127231)  2026-02-13T22:19Z 108.6K followers, [----] engagements


"$OCUL Brace for the next binary event scheduled for next week on Tuesday Ocular Therapeutix to Announce Topline Data for SOL-1 Phase [--] Superiority Trial in Wet AMD on Tuesday February [--] [----] Good luck to investors"  
[X Link](https://x.com/Pharmdca/status/2022437116609958151)  2026-02-13T22:25Z 108.6K followers, [----] engagements

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