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# ![@Se19edy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1475807577086861315.png) @Se19edy Seedy19

Seedy19 posts on X about $slno, $xbi, $cdtx, $nktr the most. They currently have XXXXX followers and 1080 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1475807577086861315/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1475807577086861315/c:line/m:interactions.svg)

- X Week XXXXXXX +70%
- X Month XXXXXXX +83%
- X Months XXXXXXXXX +314%
- X Year XXXXXXXXX +1,723%

### Mentions: XX [#](/creator/twitter::1475807577086861315/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1475807577086861315/c:line/m:posts_active.svg)

- X Week XX +6.70%
- X Month XXX -XX%
- X Months XXX +61%
- X Year XXX +515%

### Followers: XXXXX [#](/creator/twitter::1475807577086861315/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1475807577086861315/c:line/m:followers.svg)

- X Week XXXXX +2%
- X Month XXXXX +21%
- X Months XXXXX +345%
- X Year XXXXX +700%

### CreatorRank: XXXXXXX [#](/creator/twitter::1475807577086861315/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1475807577086861315/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1475807577086861315/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  #5017 [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands)  [countries](/list/countries) 

**Social topic influence**
[$slno](/topic/$slno) #1, [$xbi](/topic/$xbi) #9, [$cdtx](/topic/$cdtx) #3, [$nktr](/topic/$nktr) #4, [$abvx](/topic/$abvx) #3, [$qure](/topic/$qure) #5, [$pali](/topic/$pali) #3, [$srpt](/topic/$srpt), [$ovid](/topic/$ovid) #4, [$mdgl](/topic/$mdgl) #6

**Top accounts mentioned or mentioned by**
[@amaymd](/creator/undefined) [@monacobiotech](/creator/undefined) [@jfais20](/creator/undefined) [@sportsbios](/creator/undefined) [@biohazard3737](/creator/undefined) [@semodough](/creator/undefined) [@andreagtc](/creator/undefined) [@msollender](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@biotenic](/creator/undefined) [@bigalcom](/creator/undefined) [@adar170](/creator/undefined) [@craigster771](/creator/undefined) [@joserestonva](/creator/undefined) [@plainyogurt21](/creator/undefined) [@jw929204](/creator/undefined) [@biowino](/creator/undefined) [@tradingsssss](/creator/undefined) [@holdforwhat](/creator/undefined) [@bionavgator](/creator/undefined)

**Top assets mentioned**
[Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Bitcoin Incognito (XBI)](/topic/$xbi) [uniQure N.V. (QURE)](/topic/$qure) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Protagonist Therapeutics, Inc (PTGX)](/topic/$ptgx) [Eli Lilly and Company (LLY)](/topic/$lly) [Vaxcyte, Inc. Common Stock (PCVX)](/topic/$pcvx) [Praxis Precision Medicines, Inc. Common Stock (PRAX)](/topic/$prax) [Insmed, Inc. (INSM)](/topic/$insm) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [ArbitrageCT (ARCT)](/topic/$arct) [Johnson & Johnson (JNJ)](/topic/$jnj) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Krystal Biotech, Inc. Common Stock (KRYS)](/topic/$krys) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Nuvalent, Inc. Class A Common Stock (NUVL)](/topic/$nuvl) [Vera Therapeutics, Inc. Class A Common Stock (VERA)](/topic/$vera) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Arvinas, Inc (ARVN)](/topic/$arvn) [SuperRare (RARE)](/topic/$rare) [Apellis Pharmaceuticals, Inc. Common Stock (APLS)](/topic/$apls) [Janux Therapeutics, Inc. Common Stock (JANX)](/topic/$janx) [Metsera, Inc. Common Stock (MTSR)](/topic/$mtsr) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Akropolis (AKRO)](/topic/$akro) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Tourmaline Bio, Inc. Common Stock (TRML)](/topic/$trml) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Intra-Cellular Therapies Inc. (ITCI)](/topic/$itci) [Nordstrom, Inc. (JWN)](/topic/$jwn) [Mist (MIST)](/topic/$mist) [Oklo Inc. (OKLO)](/topic/$oklo) [Masimo Corporation (MASI)](/topic/$masi) [Nuvei Corporation Subordinate Voting Shares (NVEI)](/topic/$nvei) [Option Care Health, Inc. Common Stock (OPCH)](/topic/$opch) [McKesson Corporation (MCK)](/topic/$mck) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka)
### Top Social Posts [#](/creator/twitter::1475807577086861315/posts)
---
Top posts by engagements in the last XX hours

"Quick brief $cdtx long thesis up next just need more time to finish it up. It is back in 3rd place as most liked. $slno I posted re this earlier. Today GS with a thorough note and initiate at Buy with a 12-month PT of $XXX Nothing we didnt already know but I think it is time to be mega long $slno I shall continue to add going into earnings all the way upto $XX. (Today I sold XX puts) Dont rule out M&A either. Heres the summary of the report: - Foundational treatment for PWS and blockbuster franchise - rapid penetration in the US market a long duration of treatment limited intermediate term"  
[X Link](https://x.com/Se19edy/status/1975561676175884564) [@Se19edy](/creator/x/Se19edy) 2025-10-07T13:59Z 8802 followers, 32K engagements


"$ovid long ( $cdtx next as soon as I get more time to finish) multi fold opportunity not being appreciated. So as Ive said earlier seems like folk already moved on from $ovid but sleeping on their KCC2 platform. This is the type of opportunity I like. So KCC2 platform alongside their OV329 asset ( GABAergic modulation ) $ovid holds about 5-10x additional value over the next few years from here. Their KCC2 activator platform targets epilepsy and psychosis. It is exclusively CNS-expressed - restores chloride homeostasis which differentiates it from SOC and requires minimal sedation. So theyre"  
[X Link](https://x.com/Se19edy/status/1976594502266556660) [@Se19edy](/creator/x/Se19edy) 2025-10-10T10:23Z 8800 followers, 21.5K engagements


"$nktr $lly - govt shutdown argument (happy to be wrong) I found a few examples - All three court cases in the CNDC (California District Court). All three going ahead this month through their various stages either pre trial or trial just started one had a SJ ruling by Judge James Donato just last week. (This doesnt mean courts arent impacted by the shutdown but just take a step back for a second) Govt shutdown began Oct 1st right SJ ruling shouldve come last month for this case. But that too never came despite all the hearings and other relevant protocol (remember oral hearing was cancelled"  
[X Link](https://x.com/Se19edy/status/1978267336600617260) [@Se19edy](/creator/x/Se19edy) 2025-10-15T01:11Z 8800 followers, 38.2K engagements


"I know some of you will be annoyed at this but $MDGL short on this will explain in a deep dive over the weekend maybe combine that with the Weekly. Will explain the correlation and all the other factors where ample meat on the bone to make a good return shorting here"  
[X Link](https://x.com/Se19edy/status/1978922769719939251) [@Se19edy](/creator/x/Se19edy) 2025-10-16T20:35Z 8803 followers, 20.8K engagements


"Just to let you guys know upping to resume tomorrow in the $xbi so we can all stop fighting now. Was trying to have a chilled Sunday and all my favourite folk going at each other. Some talking about retiring. Its okay were bored last week was choppy and annoying. ESMO was brain damage ngl. So I get it. Anyways this is my take Not long enough $abvx $slno $qure (yes) $pali and of course $nktr Meh $prax and $celc (as long as fulv is king all the mBC plays are just day and swing trades nothing groundbreaking but the expectations are just so low after years of disappointment so money to be made"  
[X Link](https://x.com/Se19edy/status/1980048301614403738) [@Se19edy](/creator/x/Se19edy) 2025-10-19T23:07Z 8802 followers, 13.5K engagements


"FDA you keep this up $xbi going to ATH"  
[X Link](https://x.com/Se19edy/status/1980230138068603045) [@Se19edy](/creator/x/Se19edy) 2025-10-20T11:10Z 8803 followers, 8171 engagements


"My $nktr settlement scenarios. Settlement should: - solve the ph3 funding problem - cleaner story for potential acquirer - mgmt stronger position for partnership/ deal talks - higher floor - readthrough that Rezpeg is here to stay and $lly were wrong (which we already know but some folk still dont agree) - no more legal burden - lower cash burn"  
[X Link](https://x.com/Se19edy/status/1972700945474527507) [@Se19edy](/creator/x/Se19edy) 2025-09-29T16:32Z 8802 followers, 98K engagements


"$slno long idea (as promised): $slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged X and older. For those unfamiliar with PWS its a rare genetic disorder characterized by insatiable hunger obesity and high mortality risk from comorbidities. PWS affects 1:15000 live births (8000-12500 U.S. patients and 20000 in EU). VYKAT XR is an extended-release formulation of diazoxide choline a potassium channel activator reducing hyperphagia by modulating neuronal activity. Lets focus on the numbers that are"  
[X Link](https://x.com/Se19edy/status/1974156395218907337) [@Se19edy](/creator/x/Se19edy) 2025-10-03T16:55Z 8802 followers, 55.1K engagements


"When are we gonna learn to not sell too early in this tape only to chase later $rapt higher"  
[X Link](https://x.com/Se19edy/status/1980263628084306260) [@Se19edy](/creator/x/Se19edy) 2025-10-20T13:23Z 8803 followers, 4158 engagements


"The Weekly Longs $abvx $nktr $cdtx $slno $qure $pali $avtx $zura $ovid Shorts $avxl $tvrd Just want to let everyone know. We are still in a bull market. These hiccups are expected but $xbi way more to go so dont be a panican todays the day to be buying not selling. Today if this premarket action lasts through into open Im buying $nktr and $cdtx $abvx - we came close to a triple figure number but will get there eventually. Logic says wait till maint data from a buyers perspective. But one of those things it where it can be taken out any day. Only takes one to say BP that we going for $abvx now"  
[X Link](https://x.com/Se19edy/status/1979145092599251347) [@Se19edy](/creator/x/Se19edy) 2025-10-17T11:18Z 8803 followers, 19.1K engagements


"#ESMO shaping up to be an exciting weekend. So Gire looks good at a first class My initial lean and Im trying to get fill AH is short $celc long $olma but lets see the curves tomorrow that will confirm my initial impression. Cant believe Ive been roped back into this drug class 😭"  
[X Link](https://x.com/Se19edy/status/1979324459812081960) [@Se19edy](/creator/x/Se19edy) 2025-10-17T23:11Z 8804 followers, 13.7K engagements


"$slno is the most asymmetrical setup on my watch list right now. Youve got a drug thats going through a monster launch no competition in sight SP spooked by a bear thesis that has been proven to be wrong by multiple stakeholders. Earnings are just days away and if you zoom out to a wider lines it could 2-2.5x from here"  
[X Link](https://x.com/Se19edy/status/1980303350739439633) [@Se19edy](/creator/x/Se19edy) 2025-10-20T16:01Z 8803 followers, 26.9K engagements


"Adar X Q4 '24 (8/9): Closed (3/4): $inbs $ions $itci $iti $jspr $jwn $krys $kura $labd $lqda $lumo $masi $mck $mdgl $mirm $mist $mitk $mkdww $mrkr $mrvi $natl $ngne $ntla $nuvl $nvei $nvno $oaku $oklo $opch $orka $pcvx $pgru $phge $phvs"  
[X Link](https://x.com/seedy19tron/status/1890723803950366887) [@seedy19tron](/creator/x/seedy19tron) 2025-02-15T11:24Z 8743 followers, 2194 engagements


"Ikarian Capital Q225 13F Recap: (2/8) New (cont): $LYEL $LYRA $NAMS $NYXH $PCVX (call) $PRAX (call) $PRQR $QURE $QURE (call) $SLN $SNSE $SRPT (call) $VERA $VERA (call) $VYNE $WVE $ZYME $BHVN (call) Increased: $ALNY $APGE (put) $ARVN $CAPR (call) $CDTX"  
[X Link](https://x.com/seedy19tron/status/1956793207045410868) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:00Z 8751 followers, 1471 engagements


"Ikarian Capital Q225 13F Recap: (3/8) Increased: $DCTH $DYN $FULC $GERN $INSM $MLTX (put) $PCVX $PRAX $RARE (call) $RARE (put) $SLNO (put) $SRPT $VKTX $VKTX (call) $VRNA Unchanged: $ABOS $AMIX $ANEB $APLS $ARCT $CMMB $DRUG $EVAX $IBIO $IMUX $INBX $JANX"  
[X Link](https://x.com/seedy19tron/status/1956793209163587703) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:00Z 8749 followers, 1895 engagements


"Logos Global Q225 13F Recap: (1/3) New: $APLS (call) $ARVN $ARVN (call) $BCAX $BHVN $BIIB $CBIO $CDTX $IMCR $JADE $JAZZ $KRYS $LEGN $LRMR (call) $MTSR $NBIX $PRAX $RYTM $TEVA (call) $UNCY $VSTM $XBI (call) $XNCR"  
[X Link](https://x.com/seedy19tron/status/1956794653581230452) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:06Z 8751 followers, 3713 engagements


"Logos Global Q225 13F Recap: (2/3) Increased: $ATXS $DYN $ELVN $ERAS $GPCR $IRON $RNA $RVMD $TRVI Unchanged: $AKRO $DSGN $IMVT $KROS $NUVB/WS $OLMA $RAPP"  
[X Link](https://x.com/seedy19tron/status/1956794656231916005) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:06Z 8751 followers, 2922 engagements


"Tang Q225 13F Recap: (1/7) New: $ACTU $ALMS $BHC $BOLT $CBIO $CGON $FENC $GALT $LLY $MCRB $MTD $MTSR $SMMT $SRPT $TPST $TSHA $TVTX $URGN $VRTX $WGS Increased: $AGLE $BA $BEAM $CMPX $CTMX $DSGN $EWTX $GLPG $IDXX $IMCR $INSM $ITOS $JANX $KLRS"  
[X Link](https://x.com/seedy19tron/status/1956803827438440737) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:42Z 8753 followers, 5539 engagements


"Vestal Point Q225 13F Recap: (2/3) Increased: $CYTK $DAWN $DNTH $FOLD $GEHC $GMED $LXEO $MLTX $NRIX $SRRK $VERA $VYGR $XENE $ZYME Unchanged: $APLT $ATRA $BDTX $CRNX $ENGN $FATE $MGNX $NUVL $OKUR $PASG $STRO $SVRA $TENX $VTYX"  
[X Link](https://x.com/seedy19tron/status/1956806389357027634) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:52Z 8751 followers, 5530 engagements


"Vestal Point Capital LP Q225 13F Recap: (3/3) Decreased: $CDTX $DHR $DYN $GPCR $IMTX $KALV $NYXH $QURE $SLDB $TRAW $TYRA Closed: $ARCT $CNTA $ESTA $GLPG $IMVT $INSM $ITOS $KNSA $LQDA $RARE $SRPT $URGN"  
[X Link](https://x.com/seedy19tron/status/1956806392909623314) [@seedy19tron](/creator/x/seedy19tron) 2025-08-16T19:52Z 8751 followers, 5613 engagements


"🚨 new long idea and weekly recap $abvx $nktr $srpt **** **** Im actually really excited about this new pitch. Before I go into it please sub. Just kidding we dont do that here. Free alpha Recapping the last week you remember when I said $incy ceo comments reflect well on $nktr guess what one of the old $incy ceos (not the one that left in a bad taste) is on the $nktr board. So could be one to keep an eye out for. Then you also have the summary judgement coming in next week most likely and then the start of the trial is just weeks away. As my golf coach this week said trying to help me time"  
[X Link](https://x.com/seedy19tron/status/1958595598258520528) [@seedy19tron](/creator/x/seedy19tron) 2025-08-21T18:22Z 8749 followers, 74.2K engagements


"@BlaseBio I see $nbix launch as a positive not a negative. Think your concerns have been priced into the stock thus its in the 20s today. Not for long though X handle and the X handle soon"  
[X Link](https://x.com/seedy19tron/status/1958629679923114140) [@seedy19tron](/creator/x/seedy19tron) 2025-08-21T20:37Z 8753 followers, 1375 engagements


"@a_a_free Dude its insane from Avoros last filing: Actual rumours: $slno $mltx $rna $ocul Buyouts: $bpmc $trml $etnb Deals: $glue Bezgod for a reason"  
[X Link](https://x.com/seedy19tron/status/1968576044744462681) [@seedy19tron](/creator/x/seedy19tron) 2025-09-18T07:21Z 8782 followers, 3528 engagements


"Not long enough $pali if you liked $EQ youll really like $pali cant believe it went under the radar on UC data a few days ago. Raise today alleviates the cash concerns. So I bought some. Full disclosure my average is $XXXX so know the risk but I think it could go crazy from here. We are in that type of market right now"  
[X Link](https://x.com/seedy19tron/status/1973388237138809084) [@seedy19tron](/creator/x/seedy19tron) 2025-10-01T14:03Z 8763 followers, 37.7K engagements


"The Weekly 🌱 $abvx $nktr $qure $zura $avtx $pali $slno $lqda No longer holding: $cdtx $mbx $kalv Before we get into the update quick reminder this Monday AH tune into the space @A_May_MD and I hosting below 500+ individuals have signed up to listen in hopefully some useful insights into the biotech world and our lives. Also in next weeks update since all alpha on here is free (it will always stay like that) I will share a charity where I would appreciate if anyone whos made money from my calls can contribute. Well do it once every quarter. If anyone has a charity/ charitable cause really"  
[X Link](https://x.com/seedy19tron/status/1973772601479586297) [@seedy19tron](/creator/x/seedy19tron) 2025-10-02T15:30Z 8750 followers, 101.2K engagements


"I went long $ovid under $X and will continue to do so. I really like it for the kcc2 asset actually. Data for that is not too far. Meg the ceo was a little bit too excited on LinkedIn earlier but shes awesome. Again I wouldnt long $ovid if I didnt believe in the multifold opportunity it has. One thing Ill say though is for months both publicly and privately Ive been pushing generalists to come round to biotech because I genuinely believe in our sector and the wonderful community weve built. And then without naming anyone there seems to be this push for all these warrants in these financing"  
[X Link](https://x.com/seedy19tron/status/1974093929164214294) [@seedy19tron](/creator/x/seedy19tron) 2025-10-03T12:47Z 8749 followers, 22.5K engagements


"Brief note to get everyone up to speed on the flurry of news you may have missed: $qure ripping because of a combination of comments by an HD KOL at a conference and valuation reset like we saw with other names that shot up very quickly whilst still having a substantial way to go. STILL. $pali funny some folk thought it was over or terming it some sort of pump. Its easy to prove the naysayers wrong when your intentions are pure. Point72 with a 6%+ stake AH. Expect a host of filings from other funds over the coming days. Ill say this again were early to the $pali story. Lastly incredibly"  
[X Link](https://x.com/Se19edy/status/1975700229417578533) [@Se19edy](/creator/x/Se19edy) 2025-10-07T23:10Z 8785 followers, 29.8K engagements


"With todays news of Mark W Hahn joining the board (Verona CFO) $slno board is now Dawn Carter Bir - CCO Reata (acquired by Biogen) William G. Harris - CFO Arbor Pharma (acquired by Xenoport) Andrew Sinclair PhD - also another Verona connection board member (acquired by Merck) Matthew Pauls JD MBA Birgitte Volck MD PhD Anish Bhatnagar MD Profitable soon and I would say sold by JPM 🤝"  
[X Link](https://x.com/seedy19tron/status/1977712063091782062) [@seedy19tron](/creator/x/seedy19tron) 2025-10-13T12:24Z 8749 followers, 16.7K engagements


"@jfais20 Doubt $slno is independent by then"  
[X Link](https://x.com/seedy19tron/status/1977835788743393640) [@seedy19tron](/creator/x/seedy19tron) 2025-10-13T20:36Z 8784 followers, 1684 engagements


"@ScorpionFund $slno is losing the plot and clearly underwater on his short here. Fresh post doubling down (I cant repost since Im blocked) on the reporting of the death and how disclosure in the fine print didnt suit their narrative lol 2/3 was according to Chat GPT I stopped reading after that. Nothing against using AI for research but HOW ABOUT YOU TALK to the ACTUAL physicians in the space treating an increasing number of pts every week since launch What do they know that Scorpion doesnt We all know"  
[X Link](https://x.com/seedy19tron/status/1978157222564704425) [@seedy19tron](/creator/x/seedy19tron) 2025-10-14T17:53Z 8783 followers, 3163 engagements


"$nktr There were fears that the cash burn at trial plus a possible negative outcome could weigh on stock price. I personally believe that the trial overhang has been a net negative for $nktr and it seems to finally be edging closer to going away. Itll be a long note but I will try to cover everything following this note after hours today: The Court is concerned that a jury trial may not be sustainable in current circumstances. Consequently to conserve jury and judicial resources and reduce the parties' expenditures the pretrial conference set for October XX 2025 and the jury trial set for"  
[X Link](https://x.com/seedy19tron/status/1978228437635473542) [@seedy19tron](/creator/x/seedy19tron) 2025-10-14T22:36Z 8753 followers, 32.4K engagements


"@JoseRestonVA @A_May_MD Buying more $rna and $MDGL with proceeds"  
[X Link](https://x.com/Se19edy/status/1979230557356593457) [@Se19edy](/creator/x/Se19edy) 2025-10-17T16:58Z 8791 followers, 1430 engagements


"No of course not Jose. I respect you man youve made some great trades for the time Ive followed you. We can be have opposing views but only respect for you as a human. It was more sense checking whether $RNA $MDGL longs think its pulled back enough for re add but I do know you have a longer term horizon with your plays"  
[X Link](https://x.com/seedy19tron/status/1979231327976329562) [@seedy19tron](/creator/x/seedy19tron) 2025-10-17T17:01Z 8752 followers, 1901 engagements


"@sleepydragon01 @anthonystaj Idk man im obviously super biased but I dont get why this isnt with $2B+ already"  
[X Link](https://x.com/seedy19tron/status/1979566690980725227) [@seedy19tron](/creator/x/seedy19tron) 2025-10-18T15:14Z 8750 followers, XXX engagements


"just to make it easier to understand. Roche data came out last night. At a first glance looked like bad news for $celc (thus stock went down AH) Then today at ESMO looking at the curves from the pres looks like $celc will be okay. Nothing to do with options expiry. Hope this helps"  
[X Link](https://x.com/seedy19tron/status/1979568890528006296) [@seedy19tron](/creator/x/seedy19tron) 2025-10-18T15:22Z 8753 followers, 1923 engagements


"(Corrected*) $abvx offering priced at $XX $650m (upsized) 10.2m shares Recent great data being rewarded comp: $IMGN offering $XXXX - X mon $XXXX +150% $RXDX offering $XXX - X mon $XXX +81%"  
[X Link](https://x.com/Se19edy/status/1948366789957611995) [@Se19edy](/creator/x/Se19edy) 2025-07-24T12:56Z 8791 followers, 34.1K engagements


"BVF Q225 13F Recap: (1/2) New: $CBIO $IMCR $RAPT Increased: $FDMT $PTGX $TCRX $VSTM Unchanged: $ACIU $ANNX $AXSM $CELC $CGEM $ELDN $ENGNW $EPIX $FHTX $GHRS $GLUE $GPCR $IKNA $IONS $IVA $KURA $KYMR $MIRM $MLTX $MOLN $NLS $OLMA"  
[X Link](https://x.com/Se19edy/status/1956780684569112854) [@Se19edy](/creator/x/Se19edy) 2025-08-16T18:10Z 8793 followers, 5028 engagements


"Say what you want but these guys have been proactive after the wake up call. Near term overhang shifted. Continue to be long $srpt"  
[X Link](https://x.com/Se19edy/status/1958486146297606241) [@Se19edy](/creator/x/Se19edy) 2025-08-21T11:07Z 8793 followers, 12.1K engagements


"Expansion into carcinoid syndrome (Ph X initiation 2H25) targets a 150000-patient U.S. market where SRL compliance remains a challenge. I went over the preclin data and you can see paltus potent SST2 selectivity suggesting potential PFS benefits in NETs. Theyre good to go on the commercial side XX sales reps already on board + Crineticare patient support service and a disease education platform in place. Theyll also be going in with Prem pricing ($70-90K/year). The launch will come good which the street is not appreciating enough you have this prem pricing and paltus superior data compared to"  
[X Link](https://x.com/Se19edy/status/1958596028254261262) [@Se19edy](/creator/x/Se19edy) 2025-08-21T18:24Z 8792 followers, 12.6K engagements


"Big pharma are shopping. So should we $xbi 🐂 $ptgx $jnj"  
[X Link](https://x.com/Se19edy/status/1976679784441893046) [@Se19edy](/creator/x/Se19edy) 2025-10-10T16:02Z 8795 followers, 8044 engagements


"Thank you for your attention $xbi 🚀"  
[X Link](https://x.com/Se19edy/status/1977415759057056141) [@Se19edy](/creator/x/Se19edy) 2025-10-12T16:47Z 8794 followers, 12.4K engagements


"I would like to think X years in the trenches with the $xbi taught me a thing or two about when to be bearish. Although I will admit sometimes you never know. But M&A up rates down spectacular data galore consistent capital inflow after like forever. Thats all I was seeing when buying the dip on Friday"  
[X Link](https://x.com/Se19edy/status/1977418171322925104) [@Se19edy](/creator/x/Se19edy) 2025-10-12T16:56Z 8793 followers, XXX engagements


"FWIW WSJ never misses ( $cytk was not a miss imo self sabotage on the finish line doesnt count). And turnaround period is fairly quick. So hopefully $ptgx x $jnj + X other big takeover maybe $cdtx + taco limit up. MAGICAL MONDAY 🙏 $xbi Also @Biotenic s Substack is the ONLY one I have a paid subscription for. So useful"  
[X Link](https://x.com/Se19edy/status/1977430424231035278) [@Se19edy](/creator/x/Se19edy) 2025-10-12T17:45Z 8794 followers, 30.7K engagements


"To all generalists time for part X of the biotech outperformance train series. Hope you followed the lessons from part X. We have had some minor bruises last few days but you should see the other guys 👀. So lets start off with returns since this series started : 07/28 $spy XXXX% $qqq XXXX% $iwm XXXX% $xbi XXXXX% $bbc XXXXX% The delta has only grown through parts XXX and X and the gap should continue to widen. Oil prices/ inflation expected to come down. (Things like crypto bros getting liquidated and Iran oil sanctions possibly ease the inflation burden). More rate cuts expected. M&A as Ive"  
[X Link](https://x.com/Se19edy/status/1978099760218230794) [@Se19edy](/creator/x/Se19edy) 2025-10-14T14:05Z 8796 followers, 16.7K engagements


"@TTRAmyloid Well done outperformed the $Xbi by a crazy XX% "  
[X Link](https://x.com/Se19edy/status/1978632888473063706) [@Se19edy](/creator/x/Se19edy) 2025-10-16T01:23Z 8791 followers, XXX engagements


"@biotechsanya2 @KiefChief69 @CrocsAnalyst Curious to hear about the best part"  
[X Link](https://x.com/Se19edy/status/1980099251410743665) [@Se19edy](/creator/x/Se19edy) 2025-10-20T02:30Z 8791 followers, XXX engagements


"@a_a_free Add $MRUS to this list Bezgodddddd"  
[X Link](https://x.com/Se19edy/status/1972642582477025616) [@Se19edy](/creator/x/Se19edy) 2025-09-29T12:40Z 8798 followers, 1110 engagements


"@a_a_free If you want some M&A in your port then just mimic Avoro $bpmc $etnb $trml $mrus $akro ALL held prior to takeout and that is just since summer lol"  
[X Link](https://x.com/Se19edy/status/1976242631316471948) [@Se19edy](/creator/x/Se19edy) 2025-10-09T11:05Z 8798 followers, XXX engagements


"Time for the Weekly $abvx $nktr $cdtx $qure $slno $pali $zura $avtx $ovid $lqda BONUS: $ovid long thesis at the end $xbi $bbc would like to start with the biotech sector for any of you calling top and thinking of selling my read is that we ought to continue to keep buying aggressively. Like very aggressively. Yes there will be pullbacks but were still early. M&A is just warming up then Jefferies conf is not far. LPs and other stakeholders in our sector to gonna brag about their healthy returns on the thanksgiving table (alphaaa) and then seasonality suggests a rally into JPM conf where we see"  
[X Link](https://x.com/Se19edy/status/1976274753133441340) [@Se19edy](/creator/x/Se19edy) 2025-10-09T13:13Z 8801 followers, 31.5K engagements


"We might be getting to the $immu x $gild levels of silly takeout valuation for $abvx at $20B and I dont see why not $5B peak sales 4x M&A multiple Garidel make it happen. h/t @jw929204 for making that point"  
[X Link](https://x.com/Se19edy/status/1976595615489368450) [@Se19edy](/creator/x/Se19edy) 2025-10-10T10:28Z 8801 followers, 22.7K engagements


"Cooking $slno"  
[X Link](https://x.com/Se19edy/status/1978526336365810034) [@Se19edy](/creator/x/Se19edy) 2025-10-15T18:20Z 8804 followers, 9151 engagements


"$rapt looks better than oma its tightly held and lets not forget huge market. Could rip hard today"  
[X Link](https://x.com/Se19edy/status/1980245670167466069) [@Se19edy](/creator/x/Se19edy) 2025-10-20T12:12Z 8802 followers, 11K engagements


"@Antifunbw My 3rd largest position $slno now"  
[X Link](https://x.com/Se19edy/status/1980332823392432270) [@Se19edy](/creator/x/Se19edy) 2025-10-20T17:58Z 8800 followers, 1528 engagements


"@semodough Agree with this take huge tailwind for $ctmx should be higher been adding all day"  
[X Link](https://x.com/Se19edy/status/1980343680851669296) [@Se19edy](/creator/x/Se19edy) 2025-10-20T18:41Z 8803 followers, 2092 engagements


"***long idea*** Last few months (port now 50x + since tariff saga 🙏 ) have all been about r/r and picking the right setups. Yes theres been a lot of luck along the way but Id like to share another incredible setup with XXX% upside this week h/t @drug_smolecules w/ $arct data coming up. Data was supposed to be last month (guided by them at earnings in Aug) yet weve had nothing. Theres enough readthroughs here to assume they got a LB on the back of data looking incredibly good. If FEV X% Nov calls could go up multifold. And could be another beautiful day tomorrow (possibly)"  
[X Link](https://x.com/Se19edy/status/1980658754568773838) [@Se19edy](/creator/x/Se19edy) 2025-10-21T15:33Z 8804 followers, 43.2K engagements