# ![@TTRAmyloid Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4405274772.png) @TTRAmyloid Not Odd

Not Odd posts on X about $cytk, $rvmd, $gral, $rna the most. They currently have [-----] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::4405274772/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4405274772/c:line/m:interactions.svg)

- [--] Week [-----] -66%
- [--] Month [------] -38%
- [--] Months [-------] +119%
- [--] Year [-------] +255%

### Mentions: [--] [#](/creator/twitter::4405274772/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4405274772/c:line/m:posts_active.svg)

- [--] Month [--] -88%
- [--] Months [-----] +350%
- [--] Year [-----] +483%

### Followers: [-----] [#](/creator/twitter::4405274772/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4405274772/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +2.50%
- [--] Months [-----] +33%
- [--] Year [-----] +72%

### CreatorRank: [---------] [#](/creator/twitter::4405274772/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4405274772/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [countries](/list/countries)  [musicians](/list/musicians)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$cytk](/topic/$cytk), [$rvmd](/topic/$rvmd) #10, [$gral](/topic/$gral), [$rna](/topic/$rna), [$ions](/topic/$ions), [$srpt](/topic/$srpt) #19, [$rprx](/topic/$rprx), [$alny](/topic/$alny) #20, [$lly](/topic/$lly), [money](/topic/money)

**Top accounts mentioned or mentioned by**
[@sportsbios](/creator/undefined) [@sanctuarybio](/creator/undefined) [@duedoctor](/creator/undefined) [@bioinvestor24](/creator/undefined) [@bananaoncology](/creator/undefined) [@biohazard3737](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@jcastillotan](/creator/undefined) [@snupsnus](/creator/undefined) [@msollender](/creator/undefined) [@evantindell](/creator/undefined) [@mugsley](/creator/undefined) [@avidresearch](/creator/undefined) [@elonmusk](/creator/undefined) [@amaymd](/creator/undefined) [@persimmonti](/creator/undefined) [@houndcl](/creator/undefined) [@nickradical4](/creator/undefined) [@jnvcapital](/creator/undefined) [@statnews](/creator/undefined)

**Top assets mentioned**
[Cytokinetics Inc. (CYTK)](/topic/$cytk) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Royalty Pharma plc (RPRX)](/topic/$rprx) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Eli Lilly and Company (LLY)](/topic/$lly) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Biogen Inc (BIIB)](/topic/$biib) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Pfizer, Inc. (PFE)](/topic/$pfe) [Novartis AG (NVS)](/topic/$nvs) [Novo-Nordisk (NVO)](/topic/$nvo) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Abivax SA (ABVX)](/topic/$abvx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [AbbVie Inc (ABBV)](/topic/$abbv) [Vertex Protocol (VRTX)](/topic/$vrtx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [uniQure N.V. (QURE)](/topic/$qure) [Edgewise Therapeutics, Inc. (EWTX)](/topic/$ewtx) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Exscientia Ltd. (EXAI)](/topic/$exai) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [DisChain (DIS)](/topic/$dis) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Dyne Therapeutics, Inc. (DYN)](/topic/$dyn) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Veno Finance (VNO)](/topic/$vno) [Agios Pharmaceuticals, Inc. (AGIO)](/topic/$agio) [Moderna Inc (MRNA)](/topic/$mrna) [Xenon Pharmaceuticals Inc (XENE)](/topic/$xene) [Ferrari N.V. (RACE)](/topic/$race) [Exact Sciences Corp (EXAS)](/topic/$exas) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [AstraZeneca PLC (AZN)](/topic/$azn) [Immuneering Corporation (IMRX)](/topic/$imrx) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Costco Wholesale Corporation (COST)](/topic/costco)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$argx weekly infusion vs soliris every [--] weeks and ultomiris every [--] weeks. I dont see a lot of patients switching to this"  
[X Link](https://x.com/TTRAmyloid/status/1265273170111668225)  2020-05-26T13:26Z [----] followers, [--] engagements


"Interesting $srpt and lysogene $lys.pa poping at the same time. clinical hold on $lys going to be removed"  
[X Link](https://x.com/TTRAmyloid/status/1285229249864048640)  2020-07-20T15:05Z [----] followers, [--] engagements


"$mdgl should trade market caps with $alny"  
[X Link](https://x.com/TTRAmyloid/status/1606312539956158464)  2022-12-23T15:35Z [---] followers, [---] engagements


"$alny at 27x revenue seems like a great acquisition. Pfizer Merck and Novartis executives say they are on the hunt for acquisitions to add to their pipelines https://t.co/A84VPZr8tk Pfizer Merck and Novartis executives say they are on the hunt for acquisitions to add to their pipelines https://t.co/A84VPZr8tk"  
[X Link](https://x.com/TTRAmyloid/status/1623690266958782468)  2023-02-09T14:28Z [---] followers, [----] engagements


"I think we will see some reports of serious malnutrition (wernicke encephalopathy) associated with GLP1 class drugs in the next few years. $lly $nvo"  
[X Link](https://x.com/TTRAmyloid/status/1661039129310683137)  2023-05-23T15:59Z [---] followers, [---] engagements


"$mrna expects huge US demand in Covid shots this winter. [---] mil shots not gonna happen"  
[X Link](https://x.com/TTRAmyloid/status/1687083516884885507)  2023-08-04T01:14Z [---] followers, [----] engagements


"@SnupSnus Insurances are not going to cover it. $lly $nvo will have to lower price. Medicare will put it on the negotiate list. Problem is weight comes back as soon as you stop. Insurances rather pay for gastric bypass"  
[X Link](https://x.com/TTRAmyloid/status/1705951246333485337)  2023-09-24T14:24Z [---] followers, [---] engagements


"@buysidebio @Sports_bios Long $mcd short $lly People will revert to old habits"  
[X Link](https://x.com/TTRAmyloid/status/1707435565333831698)  2023-09-28T16:42Z [---] followers, [---] engagements


"@FinEconGlobal [--] dollars meal from Costco"  
[X Link](https://x.com/TTRAmyloid/status/1707603073558860240)  2023-09-29T03:47Z [---] followers, [---] engagements


"Sell $nflx $dis $goog because GLP-1 decreases your urge to watch TV sell $aapl because you dont need a phone if you dont watch tv sell $Nvda because people will be less addicted to video games because of glp-1 and there will be less application for AI. Go long gastroenterology fellows because of all the additional pancreatitis and bowel obstruction they would have to treat. Dont forget to sell all the insurance companies because of all the money they have to pay to $lly and $nvo oh wait"  
[X Link](https://x.com/TTRAmyloid/status/1712273560327114853)  2023-10-12T01:06Z [---] followers, 19.8K engagements


"@Teemacsj What if you paid [--] times"  
[X Link](https://x.com/TTRAmyloid/status/1712535321311850730)  2023-10-12T18:26Z [---] followers, [---] engagements


"It would have been better if $srpt just did a proper study on duchene. Dose them when theyre babies and follow them for 5-10 years"  
[X Link](https://x.com/TTRAmyloid/status/1714674064193679746)  2023-10-18T16:05Z [---] followers, [----] engagements


"$srpt insurance now have strong reason to not pay for a [--] mil drug. They already dont want to pay for it. Drug has risks especially in older kids. Also did they explain why [--] meter run is stat sig but [---] meter is not"  
[X Link](https://x.com/TTRAmyloid/status/1719167090672689647)  2023-10-31T01:39Z [---] followers, [---] engagements


"@natstewart5 Biggest operator in the powder river basin is $btu. And who owns $metc mineral rights"  
[X Link](https://x.com/TTRAmyloid/status/1722687971839692939)  2023-11-09T18:49Z [----] followers, [---] engagements


"@JamesEKrause They made a good investment in $hznp"  
[X Link](https://x.com/TTRAmyloid/status/1724442226544025897)  2023-11-14T15:00Z [---] followers, [---] engagements


"@DKThomp @jeremyphoward 30% is about how much the money supply expanded by during the last few years"  
[X Link](https://x.com/TTRAmyloid/status/1726657248485835200)  2023-11-20T17:42Z [---] followers, [----] engagements


"@AaronRosenblum5 @Sports_bios They overpaid for those assets but thats reflected in the stock price already"  
[X Link](https://x.com/TTRAmyloid/status/1734944168051437958)  2023-12-13T14:31Z [---] followers, [---] engagements


"@AaronRosenblum5 @Sports_bios Loe wont happen for 3-4 years. Sgen is winning pretty hard in cancer. Nurtec can grow some. Covid treatments can surprise to the upside"  
[X Link](https://x.com/TTRAmyloid/status/1734946433361383844)  2023-12-13T14:40Z [---] followers, [--] engagements


"Market flashing $pfe buy signals every where"  
[X Link](https://x.com/TTRAmyloid/status/1734977445986435153)  2023-12-13T16:43Z [---] followers, [---] engagements


"@ProvenReserves Ill have my $5 Costco chicken"  
[X Link](https://x.com/TTRAmyloid/status/1741035606044557751)  2023-12-30T09:56Z [---] followers, [--] engagements


"@James_Duade Do they have any competitors"  
[X Link](https://x.com/TTRAmyloid/status/1741888877747487197)  2024-01-01T18:27Z [---] followers, [--] engagements


"@natstewart5 @JohnHuber72 Who holds all the $NRP shares why is this thing so illiquid"  
[X Link](https://x.com/TTRAmyloid/status/1743299158465777866)  2024-01-05T15:51Z [----] followers, [---] engagements


"@Hypertonx @JohnHuber72 Does the income off set previous capital losses from other investments"  
[X Link](https://x.com/anyuser/status/1743472218137403720)  2024-01-06T03:19Z [--] followers, [---] engagements


"@Biohazard3737 How are they gonna replace the vertex royalties"  
[X Link](https://x.com/anyuser/status/1744879700533551380)  2024-01-10T00:31Z [--] followers, [----] engagements


"Whoever pays 10b+ for $cytk wins the dumbest pharma ceo award"  
[X Link](https://x.com/TTRAmyloid/status/1745832437739905151)  2024-01-12T15:37Z [---] followers, [----] engagements


"@Kevin_M_Biotech The difference is everyone can see that $bmy $myok deal was a fail in retrospect. So if youre pharma ceo doing the same thing expecting a different result with $cytk "  
[X Link](https://x.com/TTRAmyloid/status/1745845996565741600)  2024-01-12T16:31Z [---] followers, [---] engagements


"@mfwarder NRP had zero analyst question on earnings call. Maybe you should hop on the next one and ask one"  
[X Link](https://x.com/TTRAmyloid/status/1745915348015022452)  2024-01-12T21:07Z [---] followers, [---] engagements


"@Sports_bios Seems like a bad deal for the people buying the royalty. They can only get [--] bil back total That might take them 5-10 years"  
[X Link](https://x.com/TTRAmyloid/status/1747988468922257840)  2024-01-18T14:25Z [---] followers, [---] engagements


"@hitsamty How much are the retail spaces $vno owns worth using this sale as comp"  
[X Link](https://x.com/TTRAmyloid/status/1749601042004615438)  2024-01-23T01:12Z [---] followers, [---] engagements


"@JohnHuber72 Name one good idea Klarman has had over the past [--] years"  
[X Link](https://x.com/TTRAmyloid/status/1751762855714554277)  2024-01-29T00:23Z [---] followers, [---] engagements


"@chriswmayer @TheBrowser Cant you say the same about ASML. There are only a few customers for a machine that is extremely expensive to develop But they seem very profitable"  
[X Link](https://x.com/TTRAmyloid/status/1756304849791066410)  2024-02-10T13:11Z [---] followers, [----] engagements


"@NICKRADICAL4 @churnerofmarket Thats a compounder"  
[X Link](https://x.com/TTRAmyloid/status/1756441061184929829)  2024-02-10T22:12Z [---] followers, [---] engagements


"$alny look out below. People have paid up for a platform that doesnt seem to be delivering. They will not be able to compete with $pfe and $bbio in the amyloid cardio market"  
[X Link](https://x.com/TTRAmyloid/status/1758135003320590726)  2024-02-15T14:23Z [---] followers, [---] engagements


"$alny at best $80 stock"  
[X Link](https://x.com/TTRAmyloid/status/1758136615468413435)  2024-02-15T14:30Z [---] followers, [---] engagements


"@mailboxmoney6 Because $oxy bought city service years ago and his first stock was city service preferred"  
[X Link](https://x.com/TTRAmyloid/status/1761801964277362745)  2024-02-25T17:14Z [---] followers, [----] engagements


"Having a Glp1 in weight loss for big pharma is like AI for big tech. You MUST have a viable solution especially after the massive mcap gains by $lly and $nvo or risk being fired like Sundar Pichai. So I expect lots of interest for $vktx from Merck(whats after keytruda) Novartis (no one knows their drugs) Abbvie (whats after humira) GSK"  
[X Link](https://x.com/TTRAmyloid/status/1762503426544480297)  2024-02-27T15:42Z [---] followers, [---] engagements


"For comparison $cytk is 7.8b market cap for a drug with $myok already on the market with very questionable market potential. $vktx is less than 7b market cap when market demand is insatiable. Same people who think $cytk is guaranteed 10b+ buyout think $vktx is not 🤔 something doesnt add up"  
[X Link](https://x.com/TTRAmyloid/status/1762505274500284552)  2024-02-27T15:49Z [---] followers, [----] engagements


"The loser is probably $nvo $vktx can displace Wegovy. Reasonable to think they can get 20% of the market BMO:" $VKTX Viking's VK2735 Injectable Topline Competitive With Tirz but Years Behind." https://t.co/5sPJV4nVhG BMO:" $VKTX Viking's VK2735 Injectable Topline Competitive With Tirz but Years Behind." https://t.co/5sPJV4nVhG"  
[X Link](https://x.com/TTRAmyloid/status/1762525973583450203)  2024-02-27T17:11Z [---] followers, [----] engagements


"@NICKRADICAL4 @h805d @ICBarrett @TADAMS1959 Yes COKE sounds better"  
[X Link](https://x.com/TTRAmyloid/status/1763416852607168576)  2024-03-01T04:11Z [---] followers, [---] engagements


"@NICKRADICAL4 @inner_scorecard @TrentBlair19 Motley fool strategy is to recommend every single tech stock tout the ones that work like Netflix Nvidia forget the ones that dont work like Fubo. Sell subscription to fools"  
[X Link](https://x.com/TTRAmyloid/status/1763781814823322057)  2024-03-02T04:22Z [---] followers, [---] engagements


"@NICKRADICAL4 @h805d @inner_scorecard @strifenjustice @GEICO 3x nvda etf and bitcoin etf are where the bubble is not coal"  
[X Link](https://x.com/TTRAmyloid/status/1763783086586601534)  2024-03-02T04:27Z [---] followers, [--] engagements


"@SnackBioTech You can lose weight without calorie deficit"  
[X Link](https://x.com/TTRAmyloid/status/1765427282900906403)  2024-03-06T17:20Z [---] followers, [--] engagements


"Whats the advantage of maximum weight loss within shortest amount of time Losing 10% of my body weight in [--] weeks sounds awful. I think people will feel like shit. A easy more gradual weight loss without much side effect is much better. As long as people are seeing some results"  
[X Link](https://x.com/TTRAmyloid/status/1766075642951405989)  2024-03-08T12:17Z [---] followers, [---] engagements


"@zyn_addict Get on wegovy lose weight"  
[X Link](https://x.com/TTRAmyloid/status/1772053240663646393)  2024-03-25T00:09Z [---] followers, [---] engagements


"@NYCMayor See what Singapore does to criminals"  
[X Link](https://x.com/TTRAmyloid/status/1773436812930719853)  2024-03-28T19:47Z [---] followers, [---] engagements


"@Sports_bios @gcbioinv I heard the sea can be brutal in Antarctica"  
[X Link](https://x.com/TTRAmyloid/status/1773739940544659535)  2024-03-29T15:52Z [---] followers, [---] engagements


"@EM_RESUS Statins causes liver damage the elevate liver enzymes are from the muscle"  
[X Link](https://x.com/TTRAmyloid/status/1777329258932629662)  2024-04-08T13:34Z [---] followers, [----] engagements


"@benmoores2 Wtf it wasnt there when I visited in December"  
[X Link](https://x.com/TTRAmyloid/status/1780293920045351365)  2024-04-16T17:55Z [---] followers, [--] engagements


"@turtlebay_io @heartof_thesea How does velo compare to zyn Can you comment please"  
[X Link](https://x.com/TTRAmyloid/status/1782905435227300023)  2024-04-23T22:52Z [---] followers, [---] engagements


"@mfwarder Why is $AR so strong when nat gas is so low"  
[X Link](https://x.com/TTRAmyloid/status/1783203527080436018)  2024-04-24T18:37Z [---] followers, [---] engagements


"$amgn if you have any bad side effects youre gonna suffer for 2-3 months 👍"  
[X Link](https://x.com/TTRAmyloid/status/1786352351239881038)  2024-05-03T11:09Z [---] followers, [---] engagements


"@_david_ho_ In [--] years people will be spending trillions of dollars drilling for oil and gas"  
[X Link](https://x.com/TTRAmyloid/status/1786515039668617458)  2024-05-03T21:55Z [---] followers, [---] engagements


"@Pharmdca $pfe is too leveraged I think Merck abbvie Novartis"  
[X Link](https://x.com/TTRAmyloid/status/1786538030951453060)  2024-05-03T23:27Z [---] followers, [---] engagements


"@BichonRedux @Sleepysolcap Why 80% Should all the big tech founders get premiums for their super voting stocks when they structured it to get liquidity earlier and maintain control"  
[X Link](https://x.com/TTRAmyloid/status/1786766387949486211)  2024-05-04T14:34Z [---] followers, [---] engagements


"$pfe dmd side effect is unfortunate. This should not be a positive for $srpt because it is a class side effect. Even if $srpt has a safer vector the chances of an adverse effect could be a lot higher in bigger patients limiting the patient population suitable for treatment"  
[X Link](https://x.com/TTRAmyloid/status/1787930016497402105)  2024-05-07T19:38Z [---] followers, [---] engagements


"@AndrewRangeley @JulianLinStocks So the thesis is people dont know how to value tech stocks"  
[X Link](https://x.com/TTRAmyloid/status/1791104382475370896)  2024-05-16T13:52Z [---] followers, [--] engagements


"$gpcr whats the point of manufacturing a bunch of product when the tolerability is so poor. I think Pharma can figure out manufacturing if the product is compelling. Nash is not a value driver for $vktx. I think this is the $gpcr narrative taking over. No one will want to take $gpcr oral if it makes them vomit all day they will rather have a shot or take oral with better tolerability"  
[X Link](https://x.com/TTRAmyloid/status/1798017576871555134)  2024-06-04T15:42Z [---] followers, [----] engagements


"Take $gpcr oral and vomit every day or take a weekly shot with few side effects Analysts thinks this is good Pretty obvious theyre gunning for the underwriting fees"  
[X Link](https://x.com/TTRAmyloid/status/1798019766214668676)  2024-06-04T15:51Z [---] followers, [---] engagements


"I know $pfe said dividend is sacred. They spent a lot of money on $sgen $bhvn (which is in a very competitive and much smaller market than obesity) and some other crap that probably wont move the needle. IMO gaining a significant market share in obesity will be better for the shares than maintaining dividend. $pfe currently pays [---] bil per year in dividends. The narrative right now is small molecule is easier to manufacture. But first and foremost the drug needs to be effective and tolerable. The small molecules so far dont cut it at all on tolerability. I can guarantee this stuff wont sell."  
[X Link](https://x.com/TTRAmyloid/status/1800861512220737814)  2024-06-12T12:03Z [----] followers, [---] engagements


"Why are big pharma fixated on oral $lly and novo just said they cant meet demand for INJECTIONS. Big pharma just need to manufacture a safe and tolerable competitor and they can take meaningful market share. Is it easier to develop a new safe and tolerable oral or is it easier to just manufacture vk-2735"  
[X Link](https://x.com/TTRAmyloid/status/1800864605310243029)  2024-06-12T12:15Z [---] followers, [---] engagements


"@DueDoctor @PropThinker @WSJ Big opportunity for $vktx or acquire to get an injectable on the market to take some share"  
[X Link](https://x.com/TTRAmyloid/status/1800867706608251227)  2024-06-12T12:28Z [---] followers, [---] engagements


"$alny pushing to be used as a combo therapy once tafamidis is generic"  
[X Link](https://x.com/TTRAmyloid/status/1805241034009415778)  2024-06-24T14:06Z [---] followers, [---] engagements


"Not much differentiation from $alny had to extend trial because of lack of differentiation from oral therapy still withholding time of separation from placebo therefore pushing the combo with tafamidis narrative hard. Can someone explain to me why this is 27b MC"  
[X Link](https://x.com/TTRAmyloid/status/1805593891346784457)  2024-06-25T13:28Z [---] followers, [---] engagements


"@Sports_bios @semodough Explains why $alny is pushing the combo narrative so hard"  
[X Link](https://x.com/TTRAmyloid/status/1805620072934715464)  2024-06-25T15:12Z [---] followers, [---] engagements


"@DueDoctor FTC think abbv will spend [---] bil to kill a drug because of vraylar And abbv will let $krtx dominate the market How laughable"  
[X Link](https://x.com/TTRAmyloid/status/1806371541162078713)  2024-06-27T16:58Z [----] followers, [--] engagements


"If $srrk sma trial is positive then it seems like a no brainer for $biib to buy it and combo it with spinraza Biogen is pursuing more dealmaking this year with plans to spend up to $8B. "My team is very actively monitoring the landscape." https://t.co/rLXmijzNvu $BIIB Biogen is pursuing more dealmaking this year with plans to spend up to $8B. "My team is very actively monitoring the landscape." https://t.co/rLXmijzNvu $BIIB"  
[X Link](https://x.com/TTRAmyloid/status/1806375221558981091)  2024-06-27T17:13Z [---] followers, [---] engagements


"$dis capital allocation seems bad. Why spend so much money for fox and get old expired content. Seems like money would have been better spent on new content. New content keep subscribers. Movies and shows are not like music where old content is good. I canceled Disney+ a month ago and my kids didnt notice at all. Either way seems like a lot of capex is required to just stay in the same place"  
[X Link](https://x.com/TTRAmyloid/status/1806376232147153093)  2024-06-27T17:17Z [---] followers, [--] engagements


"@Sanctuary_Bio @MSollender The risk with $srpt is some nasty side effect in older heavier kid"  
[X Link](https://x.com/TTRAmyloid/status/1806391517080117259)  2024-06-27T18:17Z [---] followers, [---] engagements


"@wolfcapitalism They dont own 100% of ant financial how much ant financial do they own exactly"  
[X Link](https://x.com/TTRAmyloid/status/1809699851053023285)  2024-07-06T21:24Z [---] followers, [---] engagements


"@evantindell I think rising interest rates really really hurt them"  
[X Link](https://x.com/TTRAmyloid/status/1810105091053297967)  2024-07-08T00:14Z [---] followers, [--] engagements


"$para David Ellison has a good track record with top gun mission impossible. He is taking advice from Steve Jobs to heart focusing on high quality products. Hes fairly young with long run way and seems passionate about his job. He hired John Lassiter who was the creative guy behind the Pixar success. $dis animations have been pretty bad since he left. Disney+ shows are unwatchable. He got a real executive to run operations. Larry Ellison has been behind some pretty profitable investments/turn arounds namely $appl and $tsla. $para was ran to the ground by old management no where to go but up"  
[X Link](https://x.com/TTRAmyloid/status/1811400480397881372)  2024-07-11T14:01Z [----] followers, [----] engagements


"$dis has [---] mil subs they are going to bundle disney + Hulu and espn full version Can probably charge over [--] dollars per month on par or a little lower than Netflix. Subs can stay constant because of the variety of content including live sports and crack down on password sharing. Why cant they have a $2 margin per sub This is the same calculus for Netflix a few years ago. If they have $2 margin per sub thats [--] bil of profit from dtc parks and experience profit [--] bil per year [--] bil from linear. Thats [--] bil of profit per year. $dis trading at low double digit PE currently"  
[X Link](https://x.com/TTRAmyloid/status/1816626009623400462)  2024-07-26T00:06Z [---] followers, [---] engagements


"@Sanctuary_Bio My analogy; camzyos is wegovy and aficamten is mounjaro"  
[X Link](https://x.com/TTRAmyloid/status/1816835759707464022)  2024-07-26T13:59Z [---] followers, [---] engagements


"$dis has a $400m opening week movie right after Pixar inside out announce RDJ for Dr Doom to roaring cheers stock is only up 0.5% The creativity is back in Disney. Everything else follows the creativity"  
[X Link](https://x.com/TTRAmyloid/status/1817916568161907064)  2024-07-29T13:34Z [---] followers, [---] engagements


"@AbraxasBridge @evantindell @NonGaap Why It was a way for Illumina executives to plunder $ilmn shareholders. No one else would have paid [--] bil for that crap besides Cathy Woods"  
[X Link](https://x.com/TTRAmyloid/status/1819089022708601091)  2024-08-01T19:13Z [---] followers, [---] engagements


"@Sports_bios $pfe is holding up very strong with the sacred 6% dividend"  
[X Link](https://x.com/TTRAmyloid/status/1819368226955898923)  2024-08-02T13:42Z [---] followers, [---] engagements


"@SeanNyberg And who doesnt know this Its already reflected in the price. People make up reasons to justify the stock price at highs and lows. $dis likely outperforms $nflx in next [--] years"  
[X Link](https://x.com/TTRAmyloid/status/1821731200114798714)  2024-08-09T02:12Z [---] followers, [---] engagements


"@RampCapitalLLC Dude has like 100b lives in paradise and eats macadamia nuts fed wagyu beef everyday. Why does he need drugs to be happy"  
[X Link](https://x.com/TTRAmyloid/status/1821732846127468824)  2024-08-09T02:18Z [---] followers, [---] engagements


"@bgurley Unbelievable game amazing performance by Steph"  
[X Link](https://x.com/TTRAmyloid/status/1821756860564726180)  2024-08-09T03:54Z [---] followers, [--] engagements


"Im surprised $srpt is not down more today after $rna presentation"  
[X Link](https://x.com/TTRAmyloid/status/1821962518400790618)  2024-08-09T17:31Z [---] followers, [----] engagements


"@snicobio This looks like an existential threat to $srpt. Microdystrophin is missing too much of the dystrophin protein"  
[X Link](https://x.com/TTRAmyloid/status/1822689844230799691)  2024-08-11T17:41Z [---] followers, [---] engagements


"$gral 43% self pay revenue growth good Completed enrollment of pathfinder [--] and final visit complete for NHS galleri; good $900 mil net cash reducing burn and extending cash runway to 2028; good Market cap: $500 mil"  
[X Link](https://x.com/TTRAmyloid/status/1823452049670905934)  2024-08-13T20:10Z [---] followers, [----] engagements


"Its very funny that people will always buy companies that have risen to the moon and short companies that have already been dumped by everyone. Much like $vno last year. No amount of A.I. will change this behavior"  
[X Link](https://x.com/TTRAmyloid/status/1823731093612486814)  2024-08-14T14:39Z [---] followers, [---] engagements


"@sharkbiotech They could have bought land from $Joe but $joe ceo at the time snubbed Walt"  
[X Link](https://x.com/TTRAmyloid/status/1823874692089876639)  2024-08-15T00:09Z [---] followers, [---] engagements


"@Sanctuary_Bio Wow glad I didnt buy that pos"  
[X Link](https://x.com/TTRAmyloid/status/1824128654240268307)  2024-08-15T16:58Z [---] followers, [---] engagements


"@HaussernotC Rook A7 pawn promote to queen"  
[X Link](https://x.com/TTRAmyloid/status/1824133808884736420)  2024-08-15T17:19Z [---] followers, [----] engagements


"$nvda is built on hype crypto hype then AI hype. Whatever happened to web3 smart contracts and multiverse will be what happens to generative AI"  
[X Link](https://x.com/TTRAmyloid/status/1824456171568222495)  2024-08-16T14:40Z [---] followers, [---] engagements


"Something $nvda can do of real value is make world of Warcraft playable with unreal engine graphics"  
[X Link](https://x.com/TTRAmyloid/status/1824462659242049794)  2024-08-16T15:06Z [---] followers, [---] engagements


"@Sports_bios $rna and $dyn seem too expensive for them. I still think $srrk can fit nicely with the sma asset and then upside with metabolic"  
[X Link](https://x.com/TTRAmyloid/status/1824859529273618899)  2024-08-17T17:23Z [---] followers, [---] engagements


"What is provision for changes in expected cash flow from financial royalty assets in $rprx income statement"  
[X Link](https://x.com/TTRAmyloid/status/1826077007488364979)  2024-08-21T02:01Z [---] followers, [---] engagements


"$rprx 20% roe business trading at about [---] times book value with good runway for reinvestment"  
[X Link](https://x.com/TTRAmyloid/status/1826321639358988757)  2024-08-21T18:13Z [---] followers, [---] engagements


"$vrtx trying to screw $Rprx with some deuterated hydrogen BS. Dont they got some better things to do than asking for a lawsuit theyre going to lose"  
[X Link](https://x.com/TTRAmyloid/status/1826975021429866729)  2024-08-23T13:29Z [---] followers, [----] engagements


"@Mugsley Why will $vrtx win when theyre just changing hydrogen to a different hydrogen"  
[X Link](https://x.com/TTRAmyloid/status/1827149689059164579)  2024-08-24T01:03Z [---] followers, [---] engagements


"@Mugsley $vrtx acquired that molecule from concert. If concert didnt sell it to them you know vertex was gonna sue the shit out of them. Concert knew they could not win a law suit thats why they mainly developed deuterated versions for drugs with expired patents"  
[X Link](https://x.com/TTRAmyloid/status/1827205074147229907)  2024-08-24T04:43Z [---] followers, [---] engagements


"$pdd sells mainly trash on their platform. Yea the items are cheap but customers are not getting value like they are at $cost. $PDD dont like it. Between the lines it reads as we had a meeting with CCP officials and they said to crack down on low-quality merchants. This will lower our revenue and profitability guidance. They dont do IR outside of earnings https://t.co/94dyiOaUcr $PDD dont like it. Between the lines it reads as we had a meeting with CCP officials and they said to crack down on low-quality merchants. This will lower our revenue and profitability guidance. They dont do IR"  
[X Link](https://x.com/TTRAmyloid/status/1828069982774624350)  2024-08-26T14:00Z [---] followers, [----] engagements


"@DrMarwanAl_D @SportsDocSkye EMG does not confirm PTS just shows theres brachial plexus injury. Doesnt tell you cause"  
[X Link](https://x.com/TTRAmyloid/status/1828978993804026132)  2024-08-29T02:12Z [---] followers, [---] engagements


"Wow is that a typical placebo group response at month [--] Or did $alny change the placebo from sugar pills to salt pills (I know its an injection) $ALNY HELIOS-B also published in NEJM this morning. Here are some of the results in graph formats for you. https://t.co/7bJhOSj1RP $ALNY HELIOS-B also published in NEJM this morning. Here are some of the results in graph formats for you. https://t.co/7bJhOSj1RP"  
[X Link](https://x.com/TTRAmyloid/status/1829467505284219197)  2024-08-30T10:33Z [---] followers, [---] engagements


"@Sports_bios From NEJM theres a significant decrease in the number of patients after month 30"  
[X Link](https://x.com/TTRAmyloid/status/1830690325746381017)  2024-09-02T19:32Z [---] followers, [----] engagements


"@ShmuelLon You need to focus on the asset they have not the liability"  
[X Link](https://x.com/TTRAmyloid/status/1830935967848337900)  2024-09-03T11:48Z [---] followers, [--] engagements


"@two_natural Nice $ilmn can re-acquire $gral in the future then lol"  
[X Link](https://x.com/TTRAmyloid/status/1830936706658320824)  2024-09-03T11:51Z [---] followers, [---] engagements


"$dyn is dead $rna should be up clear leader now. Dm1 fshd even dmd opportunities are large and unmet is very high. These diseases are debilitating and can lead to early death. DM1 patients can die from cardiac arrhythmias. When theres high unmet need some side effects are tolerated. Look at gene therapy"  
[X Link](https://x.com/TTRAmyloid/status/1830965100821238083)  2024-09-03T13:44Z [---] followers, [----] engagements


"$rprx cash flow stream should be worth a lot more now interest rates are down bigly. All the office reits have responded"  
[X Link](https://x.com/TTRAmyloid/status/1830972933805875464)  2024-09-03T14:15Z [---] followers, [---] engagements


"@two_natural What a fuck up by the regulators. But a gift to the public I believe. Cant assume everyone at $ilmn was dumb to pursue MCED"  
[X Link](https://x.com/TTRAmyloid/status/1830984890638082159)  2024-09-03T15:03Z [---] followers, [--] engagements


"@ShmuelLon @Zerosumgame33 Read the 10q it says on page [--] what those are. Has nothing to do with their balance sheet. Has nothing to do with the company"  
[X Link](https://x.com/TTRAmyloid/status/1831008660446712045)  2024-09-03T16:37Z [---] followers, [--] engagements


"Nice looking museum by Danaher founder heard about it on his podcast. But they need some real art in there instead of the crazy squiggly stuff. Happy birthday Ellsworth Kelly🎉 To celebrate his centennial @Glenstonemuseum presents Ellsworth Kelly at [---] - a remarkable survey of his career works & contributions to American Abstraction. On view until March [----] & then traveling to int'l venues https://t.co/K4QrnV8OQ8 Happy birthday Ellsworth Kelly🎉 To celebrate his centennial @Glenstonemuseum presents Ellsworth Kelly at [---] - a remarkable survey of his career works & contributions to American"  
[X Link](https://x.com/TTRAmyloid/status/1831067590606946344)  2024-09-03T20:31Z [---] followers, [---] engagements


"The market is sensitive about adverse events with the $rna and $dyn tfr platform because of a case of bilateral thalamic stroke in $rna marina study that resulted in a clinical hold which has been lifted. The case was deemed not associated with the drug by the fda. Bilateral thalamic strokes are very rare because the patients needs to have an artery of Percheron which is a rare anatomical variant where one blood vessel supplies both thalami instead of [--] blood vessel for each thalamus. That small artery needs to be occluded by a clot to cause the stroke. I dont believe it has anything to do"  
[X Link](https://x.com/TTRAmyloid/status/1831109913856077922)  2024-09-03T23:19Z [---] followers, [---] engagements


"@BeenThereCap Royalty pharma $rprx $485 mil/employee"  
[X Link](https://x.com/TTRAmyloid/status/1831394646385422544)  2024-09-04T18:11Z [---] followers, [---] engagements


"@charliebilello Royalty pharma $rprx 485mil/employee"  
[X Link](https://x.com/TTRAmyloid/status/1831394750479659358)  2024-09-04T18:11Z [---] followers, [---] engagements


"Should have just went all in on vistry. Why fuck around with bio stuff"  
[X Link](https://x.com/TTRAmyloid/status/1831693193554903244)  2024-09-05T13:57Z [---] followers, [----] engagements


"Whats the difference between $vrtx pain drug and trileptal"  
[X Link](https://x.com/TTRAmyloid/status/1831696293011353897)  2024-09-05T14:10Z [---] followers, [---] engagements


"@avidresearch UK home builder doing the $nvr playbook"  
[X Link](https://x.com/TTRAmyloid/status/1831704461644853479)  2024-09-05T14:42Z [---] followers, [---] engagements


"@Mugsley @HeLaPapi @charliebilello I think interest rate going down will help. They have a very strong case against $vrtx but will take time and clarity"  
[X Link](https://x.com/TTRAmyloid/status/1831755593478013180)  2024-09-05T18:05Z [---] followers, [--] engagements


"Buying $dyn over $rna is like buying $intc over $nvda but without any justification based on valuation. They should just shut $dyn down already"  
[X Link](https://x.com/TTRAmyloid/status/1833143800736162269)  2024-09-09T14:01Z [----] followers, [---] engagements


"Voranigo is going to be a huge drug. Costs 400k+ per year. These patients are going to stay on med for a long time as well. I think they can get 20k patients on drug at any given time combining US and EU Japan. $Rprx has a 12% royalty on this"  
[X Link](https://x.com/TTRAmyloid/status/1834323233832681757)  2024-09-12T20:08Z [---] followers, [---] engagements


"$vrtx is going to lose patent suit so hard with $rprx. Concert now under sun pharma has lost every law suit for Jakafi against incyte"  
[X Link](https://x.com/TTRAmyloid/status/1834324202351911182)  2024-09-12T20:12Z [---] followers, [----] engagements


"$bbio probably looking to raise. They have $600m cash burn 750m per year and 90m in interest expense every years. My guess is [--] mil shares at $25 per share"  
[X Link](https://x.com/TTRAmyloid/status/1834327274164007356)  2024-09-12T20:24Z [---] followers, [----] engagements


"$bbio tried to be too cute with the finance stuff spin this out require the spin out take on short term debt. I dont think finance professors add anything to the company"  
[X Link](https://x.com/TTRAmyloid/status/1834333786856980644)  2024-09-12T20:50Z [---] followers, [---] engagements


"I think $rprx can get more than 500m in peak annual royalty from the 900m voranigo deal. To achieve this they only need 10k patients on drug annually"  
[X Link](https://x.com/TTRAmyloid/status/1834631544037581066)  2024-09-13T16:33Z [---] followers, [---] engagements


"@Biohazard3737 Any insider buy less than [--] mil is meaningless even if they buy [--] mil in share its meaningless if their networth is [---] mil"  
[X Link](https://x.com/TTRAmyloid/status/1835844392688492665)  2024-09-17T00:53Z [---] followers, [---] engagements


"@chriswmayer I suggest a look at royalty pharma. $rprx"  
[X Link](https://x.com/TTRAmyloid/status/1836245637723050126)  2024-09-18T03:27Z [---] followers, [---] engagements


"$ewtx efficacy seems ok but so far not as efficacious as Afi from $cytk no dose response between [------]. Small trial claiming no Ef reduction but did not show 6hr echo and again small trial. 17% patient had skeletal muscle side effect What is this Elevated CK Muscle weakness Drug Not specific enough for cardiac muscle targeting If you have worse efficacy then you wont see EF reduction in small trial. Seems like they have nonspecific molecule that targets both cardiac and skeletal muscle l with less efficacy on the heart potentially less EF reduction BUT skeletal muscle side effects"  
[X Link](https://x.com/TTRAmyloid/status/1836761559931985983)  2024-09-19T13:37Z [---] followers, [----] engagements


"Id call the $ewtx data bland overall. No indication that it is a better drug than $cytk. They glanced over the side effect slide very quickly and did not post those data online. The 17% skeletal muscle side effect jumped out and was not mentioned at all. No analyst asked any questions about it. This needs to be monitored closely overtime. In the end $ewtx could have a worse efficacy AND side effect profile than Aficamten and maybe even less tolerable than camzyos (which management compared their drug to often)"  
[X Link](https://x.com/TTRAmyloid/status/1836777699219533829)  2024-09-19T14:41Z [---] followers, [----] engagements


"$ewtx Becker/dmd drug is vaporware. Theres no value in the current DMD landscape"  
[X Link](https://x.com/TTRAmyloid/status/1836789879541276939)  2024-09-19T15:30Z [---] followers, [---] engagements


"$ewtx secondary in 321"  
[X Link](https://x.com/TTRAmyloid/status/1836858380276658383)  2024-09-19T20:02Z [---] followers, [---] engagements


"I agree with this youre not noticeably better than $lly in efficacy safety or convenience you cant compete. This might sound crazy but hear me out. What if the best obesity drugs are already on the market This might sound crazy but hear me out. What if the best obesity drugs are already on the market"  
[X Link](https://x.com/TTRAmyloid/status/1837137164548632959)  2024-09-20T14:30Z [---] followers, [---] engagements


"Big tech going nuclear means the first company smart enough to build data centers in the Permian basin using flared natural gas wins AI. Most likely candidate is $tsla because hes not constrained by years of green washing. AMAZON NOW HIRING NUCLEAR ENGINEERS All these companies claimed for years to be 100% renewable-powered. It was always untrue and now they can't get into nuclear fast enough. They watched nuclear plants die rather than lift a finger to help. Not anymore. Time to build. https://t.co/Z4uG7ALRLN AMAZON NOW HIRING NUCLEAR ENGINEERS All these companies claimed for years to be"  
[X Link](https://x.com/TTRAmyloid/status/1837198007097250098)  2024-09-20T18:31Z [---] followers, [---] engagements


"When is Chamath gonna put this in his lunchable Celebrity playbook is get famous and then start a drink start up and hope Pepsi buys you 😂 Kind of surreal: Michele Obama hawking soda at the Costco in Livermore (Bay Area) Shes cofounded a healthy soft drink startup called Plezi. It looks like a sweet energy drink but is actually low-sugar / low calorie. https://t.co/vvlCxdJqoG Kind of surreal: Michele Obama hawking soda at the Costco in Livermore (Bay Area) Shes cofounded a healthy soft drink startup called Plezi. It looks like a sweet energy drink but is actually low-sugar / low calorie."  
[X Link](https://x.com/TTRAmyloid/status/1837200635004944739)  2024-09-20T18:42Z [---] followers, [---] engagements


"Whats the point of $apge The insurance companies will just force the patient to take the cheapest available drug"  
[X Link](https://x.com/TTRAmyloid/status/1837204433093935416)  2024-09-20T18:57Z [---] followers, [---] engagements


"Andrew Lowe wanted $bbio to be $rprx"  
[X Link](https://x.com/TTRAmyloid/status/1837204626879435134)  2024-09-20T18:58Z [---] followers, [---] engagements


"The sign of a bad desperate company $arwr Today we announced that we have filed for regulatory clearance with the New Zealand Medicines and Medical Devices Safety Authority to initiate a Phase 1/2a study of ARO-INHBE our novel #RNAi candidatefor the treatment of obesity. Learn more here: https://t.co/AHhJTW7PKI https://t.co/NkzBVzPl8W Today we announced that we have filed for regulatory clearance with the New Zealand Medicines and Medical Devices Safety Authority to initiate a Phase 1/2a study of ARO-INHBE our novel #RNAi candidatefor the treatment of obesity. Learn more here:"  
[X Link](https://x.com/TTRAmyloid/status/1838242558788374673)  2024-09-23T15:42Z [---] followers, [----] engagements


"@Mugsley @RefrigeratorCa2 $rprx has about 600m left on the buyback. Theyll probably do another billion easily if the stock stays at current level. They can also temporarily halt the dividend and just do buybacks"  
[X Link](https://x.com/TTRAmyloid/status/1838252630830633148)  2024-09-23T16:22Z [---] followers, [---] engagements


"@sidecarcap Good recommendation. Free on audible as well. I suggest looking into Royalty Pharma $rprx. Lots of similarities with roper and tdg"  
[X Link](https://x.com/TTRAmyloid/status/1838341106372874623)  2024-09-23T22:14Z [---] followers, [---] engagements


"Amazing man didnt know he was [--]. Heard on the Street: You don't need a doctorate or even a college degree to be a biotech genius $SMMT https://t.co/mcKnJc7GwC via @WSJ Heard on the Street: You don't need a doctorate or even a college degree to be a biotech genius $SMMT https://t.co/mcKnJc7GwC via @WSJ"  
[X Link](https://x.com/TTRAmyloid/status/1838525479625585126)  2024-09-24T10:26Z [---] followers, [---] engagements


"I dont think 10k to 5k decrease in CK translate to significant clinical benefit for $wve but yea looks better than $srpt"  
[X Link](https://x.com/TTRAmyloid/status/1838598007580659773)  2024-09-24T15:14Z [---] followers, [----] engagements


"The best DMD data so far seen has been from $rna in DMD44 magnitude higher dystrophin production and CK coming down to near normal. In a high morbidity and mortality disease like DMD the significant benefit seen in DMD44 outweighs a few allergic reactions which potentially can be mitigated with low dose steroid premedication such as in rituximab or ocrevus. So far all of the marketed Duchenne therapies do not provide any meaningful clinical benefit because of poor delivery or microdystrophin being too small. I think in a few years $rna will provide therapies with meaningful clinical benefits"  
[X Link](https://x.com/TTRAmyloid/status/1838973249603969309)  2024-09-25T16:06Z [---] followers, [---] engagements


"I dont think $srpt NS pharma or $wve will be competitive in DMD in a few years. The business model of depending on FDA for leniency instead of making medicines that actually work is not sustainable"  
[X Link](https://x.com/TTRAmyloid/status/1838974580784079240)  2024-09-25T16:11Z [---] followers, [---] engagements


"@RihardJarc Damn that thing is ugly"  
[X Link](https://x.com/TTRAmyloid/status/1839019904495923469)  2024-09-25T19:11Z [---] followers, 106.7K engagements


"@MSollender Why are people in $GME $AMC and bitcoin"  
[X Link](https://x.com/TTRAmyloid/status/1839738356801950045)  2024-09-27T18:46Z [---] followers, [---] engagements


"Id stop the hemophilia and sickle cell programs right away. Stop the Duchenne gene therapy if still active. They have a lot of me two me threes in their pipeline a lot of autoimmune disease programs which are well served. Id prioritize seagen where they can lead in ADC. IMO $pfe doesnt need activist or buybacks. They need better business development although they did a great job on Covid. They need innovation in areas of unmet need. They need to beef up the pipeline with exciting new therapies. I think $cytk would be a great acquisition for them. Great new drug with potential to expand into"  
[X Link](https://x.com/TTRAmyloid/status/1843710381690175749)  2024-10-08T17:49Z [---] followers, [---] engagements


"@Sports_bios @john_bresnahan Look at the deal Servier did with Agios in [----]. [--] bil for their entire oncology assets . $pfe need management team that can do deals like this. Their internal pipeline is trash"  
[X Link](https://x.com/TTRAmyloid/status/1843710964576989481)  2024-10-08T17:52Z [---] followers, [--] engagements


"Unless activist can give $pfe a new pipeline and a new business development team theyll just waste [--] bil telling $pfe to do buybacks"  
[X Link](https://x.com/TTRAmyloid/status/1843713675913506907)  2024-10-08T18:02Z [---] followers, [----] engagements


"Big pharma ($pfe $mrk etc.) should think outside the box a little. They need innovation they need transformative technology in areas of big unmet need. Dont look at just drugs look at diagnostics. If I were big pharma Id invest in $gral for a few hundred mil use big pharma expertise with FDA and insurance and help them through the regulatory process and reimbursement with payers"  
[X Link](https://x.com/TTRAmyloid/status/1843714975879074073)  2024-10-08T18:07Z [---] followers, [---] engagements


"@Sports_bios Lol theres a chance. But at least $pfe is up this year and pays a 6% dividend. Probably performing better than lots of bios"  
[X Link](https://x.com/TTRAmyloid/status/1843719285803495565)  2024-10-08T18:25Z [---] followers, [---] engagements


"@AboveAvgOdds @WeWantYau @antoniovelardo_ Mostly former $tsla shorts who think they are way smarter than everyone else on fintwit spewing hate"  
[X Link](https://x.com/TTRAmyloid/status/1843800097345417581)  2024-10-08T23:46Z [---] followers, [---] engagements


"lol love the community notes. I think Elon is doing a good job with Twitter. Dont blame Elon if you fall for the fake robots. He knows exactly what hes doing. A Tesla in Romania made a split second decision: - Crash into oncoming car to avoid hitting a pedestrian. Correct decision. That is programed in @elonmusk https://t.co/vzgBEdWnuR A Tesla in Romania made a split second decision: - Crash into oncoming car to avoid hitting a pedestrian. Correct decision. That is programed in @elonmusk https://t.co/vzgBEdWnuR"  
[X Link](https://x.com/TTRAmyloid/status/1844886102118732159)  2024-10-11T23:41Z [---] followers, [---] engagements


"$gral has early cancer detection test that is very likely to be approved. Running multiple large late stage trials with Medicare in US and NHs in UK. $30 per share in cash no debt"  
[X Link](https://x.com/TTRAmyloid/status/1846600876212859290)  2024-10-16T17:15Z [---] followers, [---] engagements


"Evrysdi should eat into spinraza sales over time. Spinraza sales over time should go to sub $500m should go towards zero in a rational world. Eveysdi is superior in every way. $biib is in even more trouble. The losers keep losing. They have to do something transformative and $reta was not it"  
[X Link](https://x.com/TTRAmyloid/status/1846608805888475560)  2024-10-16T17:47Z [---] followers, [----] engagements


"@Sports_bios Nice paper comparing risdiplam and nusinersen. Another drawback of nusinersen is that its hard for the drug to diffuse into the brain stem from the lower back. So kids tend to have more dysphasia on nusinersen. https://pubmed.ncbi.nlm.nih.gov/35040693/ https://pubmed.ncbi.nlm.nih.gov/35040693/"  
[X Link](https://x.com/TTRAmyloid/status/1846629140113572062)  2024-10-16T19:07Z [---] followers, [---] engagements


"$agio would be worth at least $10b if they didnt sell their oncology portfolio. $ptct would be worth $20b if they didnt partner majority of Evrysdi to Roche. Stock price much higher as well even with dilution"  
[X Link](https://x.com/TTRAmyloid/status/1847298836328317161)  2024-10-18T15:28Z [---] followers, [---] engagements


"@siyul @KK_Investing @david_katunaric $seg doesnt have enough scale to be profitable"  
[X Link](https://x.com/TTRAmyloid/status/1849104098924142604)  2024-10-23T15:02Z [----] followers, [---] engagements


"$biib iga nephropathy trial results seems underwhelming. For autoimmune diseases the bar is always does it provide significant advantage over rituximab There are reports of complete remission with rituximab. I think Leqembi will start picking up steam since it is easier to get amyloid confirmation now. But MS and SMA are in decline. Tolfersen is too rare and offer too little benefit. I dont see patients staying on skyclaris for more than a few years because theres no noticeable benefit. On a side note neurologists are bulking at the price of vyvgart for cidp. Close to a million dollars per"  
[X Link](https://x.com/TTRAmyloid/status/1850888886098031086)  2024-10-28T13:14Z [----] followers, [---] engagements


"@avidresearch Such an unimaginative acquisition being distant third to market. In comes another drug rep trying to tell me their mom has Alzheimers"  
[X Link](https://x.com/TTRAmyloid/status/1850895158721523787)  2024-10-28T13:39Z [----] followers, [---] engagements


"@jmbiofarm I hate to say it but I dont see that big of a difference. Hes a little quicker on the stairs by 3-4 secs but could be increased motivation rather than true muscle improvement"  
[X Link](https://x.com/TTRAmyloid/status/1851455394222162024)  2024-10-30T02:45Z [----] followers, [---] engagements


"$LH is a much better company than quest $dgx. The people at $LH is much more helpful than quest. People working at Quest sound like they all want to commit suicide"  
[X Link](https://x.com/TTRAmyloid/status/1851461701050282254)  2024-10-30T03:10Z [---] followers, [---] engagements


"Where are the deuterated jakafi at No where to be found. Dumb fux at $vrtx paid $250m for deuterated ivacaftor. Theyre gonna have to keep paying $rprx FULL royalties no way around it. $INCY dropped to $51 because Jakafi patent expiration in [----] (EU and USA). Then they kept beating and are up 41% last [--] months and 12% today alone. It's like musical chairs. 3-4% shares shorted (7.35MM) Kind of wild. I know of another MF drug they could buy. https://t.co/g8URrb4LFd $INCY dropped to $51 because Jakafi patent expiration in [----] (EU and USA). Then they kept beating and are up 41% last [--] months and"  
[X Link](https://x.com/TTRAmyloid/status/1851614478791557174)  2024-10-30T13:17Z [---] followers, [----] engagements


"$biib spinraza revenue down by 25% outside of United States😬"  
[X Link](https://x.com/TTRAmyloid/status/1851617427169107975)  2024-10-30T13:29Z [---] followers, [---] engagements


"@Sports_bios Sueing compounders wont increase $nvo $lly sales because theyre not covered in the first place"  
[X Link](https://x.com/TTRAmyloid/status/1851623285609410777)  2024-10-30T13:52Z [----] followers, [---] engagements


"$cytk is the best asset for big pharma at this time. Best in class drug in a new big market with few competitors. Ck586 could be another multi billion dollar drug in hfpef. You can hate on omecantiv but it has decent chance hitting in severe heart failure which has limited treatment options"  
[X Link](https://x.com/TTRAmyloid/status/1851984115454914614)  2024-10-31T13:46Z [---] followers, [----] engagements


"@BriannaWu At least someone is starting to get it that its not a good idea to associate with crime drugs terrorism and affirmative action incompetency"  
[X Link](https://x.com/TTRAmyloid/status/1854175964630024286)  2024-11-06T14:56Z [---] followers, [---] engagements


"$rprx great results but probably getting hit because of rates rising. Just smash the buybacks"  
[X Link](https://x.com/TTRAmyloid/status/1854217329317384273)  2024-11-06T17:40Z [---] followers, [----] engagements


"Investors in $ko Kellogg makers of junk food should be more worried about RFK than investors in innovative drug companies"  
[X Link](https://x.com/TTRAmyloid/status/1854335748465684900)  2024-11-07T01:31Z [---] followers, [---] engagements


"$srpt market looking out [--] yrs from now. There are big competitive threats on the horizon and they have no answers at this time"  
[X Link](https://x.com/TTRAmyloid/status/1854589686963925496)  2024-11-07T18:20Z [---] followers, [---] engagements


"@niubi1988 $cytk market is too small for $imcr and their drug barely works"  
[X Link](https://x.com/TTRAmyloid/status/1854590443276624370)  2024-11-07T18:23Z [---] followers, [---] engagements


"@bio_report $vrtx drugs actually work"  
[X Link](https://x.com/TTRAmyloid/status/1854593889144873421)  2024-11-07T18:36Z [---] followers, [---] engagements


"@garrytan End affirmative action"  
[X Link](https://x.com/TTRAmyloid/status/1854697016552517788)  2024-11-08T01:26Z [---] followers, [---] engagements


"Cut government waste Start with $tdg"  
[X Link](https://x.com/TTRAmyloid/status/1854985111889998239)  2024-11-08T20:31Z [---] followers, [---] engagements


"@elonmusk The Dems may have done better if they chose a candidate based on merit instead of an affirmative action candidate"  
[X Link](https://x.com/TTRAmyloid/status/1855241796344766466)  2024-11-09T13:31Z [---] followers, [--] engagements


"@Sports_bios And they had the chance to get $krtx 😬"  
[X Link](https://x.com/TTRAmyloid/status/1855971893104226647)  2024-11-11T13:52Z [----] followers, [---] engagements


"$cytk up 5% premarket on the $abbv fail. Its the only best in class commercial ready product in a big market. Happy to learn about any other products. 😃"  
[X Link](https://x.com/TTRAmyloid/status/1855978631488553285)  2024-11-11T14:19Z [---] followers, [----] engagements


"Now that the FTC is changing. I expect some big companies like Roche to look at $gral. I hope they dont sell out for a low number like $5 bil because I think Galleri will eventually be a $20b per year product if approved by insurance"  
[X Link](https://x.com/TTRAmyloid/status/1855980936145301628)  2024-11-11T14:28Z [----] followers, [---] engagements


"$gral has large cash burn but I expect $ilmn or another big pharma to invest if needed. The market potential is too big"  
[X Link](https://x.com/TTRAmyloid/status/1855981232439325042)  2024-11-11T14:29Z [---] followers, [---] engagements


"@AlecStapp @garrytan Singapore does not have a drug problem"  
[X Link](https://x.com/TTRAmyloid/status/1856002985140138287)  2024-11-11T15:56Z [----] followers, [---] engagements


"@JialiangLiang They had the chance to buy $krtx as well but they chose $cere. I think the other big guys like $nvs will wonder should I go with the sure thing or should I risk looking like an idiot on a not so sure thing"  
[X Link](https://x.com/TTRAmyloid/status/1856031375440113994)  2024-11-11T17:48Z [----] followers, [---] engagements


"End affirmative action Trump's plan to dismantle the U.S. indoctrination system (college) by seizing funds from schools that refuse to comply with his accreditation system. [--]. "Our secret weapon will be the college accreditation system." [--]. "Fire the radical left accreditors that have allowed our https://t.co/kL3PthrRZU Trump's plan to dismantle the U.S. indoctrination system (college) by seizing funds from schools that refuse to comply with his accreditation system. [--]. "Our secret weapon will be the college accreditation system." [--]. "Fire the radical left accreditors that have allowed our"  
[X Link](https://x.com/TTRAmyloid/status/1856185541433180287)  2024-11-12T04:01Z [----] followers, [---] engagements


"@JNVcapital @Pharmdca John I like your style is there anything you see good for the long term I dont think CF was on the radar for $vrtx or GLP on the radar for $lly in 2010"  
[X Link](https://x.com/TTRAmyloid/status/1856443454340972617)  2024-11-12T21:06Z [---] followers, [---] engagements


"$rprx will receive its entire market cap in royalties over the next [--] years just from cystic fibrosis. Evrysdi royalties and voranigo royalties will be huge as wells"  
[X Link](https://x.com/TTRAmyloid/status/1857115705155420611)  2024-11-14T17:37Z [---] followers, [----] engagements


"I would love to see $rprx go down to $3/share. Im ready"  
[X Link](https://x.com/TTRAmyloid/status/1857149720092659747)  2024-11-14T19:52Z [---] followers, [---] engagements


"I agree also JD Vance said on Joe Rogan podcast that hes impressed by sickle cell gene therapy and want to incentivize pharma to do more breakthrough therapies and hes ok with Pharma companies getting rich by making good innovative medicines. What he doesnt want is things like Allergan protecting patents on Indian reservations"  
[X Link](https://x.com/TTRAmyloid/status/1857244055760949464)  2024-11-15T02:07Z [----] followers, [---] engagements


"Banning pharma ads probably increases pharma profitability and hurt ad sellers. Im for banning pharma industry TV ads no matter who does it. 👍 Im for banning pharma industry TV ads no matter who does it. 👍"  
[X Link](https://x.com/TTRAmyloid/status/1857245630592438466)  2024-11-15T02:13Z [----] followers, [---] engagements


"@RobertKennedyJr @SenatorHagerty @realDonaldTrump Lets approve blood cancer tests that can catch cancer in early stages when it can be cured before it requires costly chemos"  
[X Link](https://x.com/TTRAmyloid/status/1857514064701960604)  2024-11-15T20:00Z [----] followers, [--] engagements


"How much political bias is there in the bio sell off Seems like the bio investors analysts are mostly based in NYC NJ Boston SF which are overwhelmingly liberal cities and tend to have a negative view of RFK and Trump"  
[X Link](https://x.com/TTRAmyloid/status/1857856621499789536)  2024-11-16T18:41Z [----] followers, [----] engagements


"There was conservative bias with the $dis sell off. At the bottom $dis was a woke company even tho new movies did not look woke and streaming was turning a corner. Now there is liberal bias with the bio sell off. RFK seems pretty reasonable theres no evidence that he wants to destroy bio innovation"  
[X Link](https://x.com/TTRAmyloid/status/1857859205081821244)  2024-11-16T18:52Z [----] followers, [---] engagements


"@Biohazard3737 There is no point especially $ntla. Crisper is worthless. just take the pill"  
[X Link](https://x.com/TTRAmyloid/status/1858555949058871625)  2024-11-18T17:00Z [---] followers, [---] engagements


"The first time I heard of OpenAI was [--] years ago when OpenAI played against OG in dota [--]. It completely destroyed the [--] time TI champion. It was very impressive. (Should have just held $nvda [--] years ago). However I would NEVER watch AI play e-sports because it is too perfect and optimized. There is no spontaneity no randomness no mistakes no joy of winning or despair of losing. Didnt expect Ben Affleck to have the most articulate and realistic explanation where video models and Hollywood is going https://t.co/MCgkVqpPNG Didnt expect Ben Affleck to have the most articulate and realistic"  
[X Link](https://x.com/TTRAmyloid/status/1858684802716561889)  2024-11-19T01:32Z [----] followers, [---] engagements


"Pretty good Japan deal for $cytk. Can probably get $250 mil in royalties per year over time"  
[X Link](https://x.com/TTRAmyloid/status/1858903131842654587)  2024-11-19T16:00Z [---] followers, [---] engagements


"@joshua21171 Michael saylor is not stupid. Hes selling every chance hes got"  
[X Link](https://x.com/TTRAmyloid/status/1859069032046997879)  2024-11-20T02:59Z [----] followers, [--] engagements


"@Biohazard3737 Im happy to sit on the $cytk shares. More recent example was horizon. Thats why theres no need to play any binary events in bio"  
[X Link](https://x.com/TTRAmyloid/status/1859367041527939536)  2024-11-20T22:43Z [---] followers, [---] engagements


"Theres a lot of leverage in $btc $mstr. The crash is gonna be epic. Whats the contagion"  
[X Link](https://x.com/TTRAmyloid/status/1859626876878147812)  2024-11-21T15:56Z [----] followers, [---] engagements


"If Mr Market wants to give me $cytk at [--] Im ready for it"  
[X Link](https://x.com/TTRAmyloid/status/1859698314360520992)  2024-11-21T20:40Z [---] followers, [---] engagements


"@STL_Biotech $mrtx was dog shit compared to $cytk"  
[X Link](https://x.com/TTRAmyloid/status/1859702420294844678)  2024-11-21T20:56Z [----] followers, [---] engagements


"@STL_Biotech $mrtx was not derisked with their trial either. $cytk is commercial ready"  
[X Link](https://x.com/TTRAmyloid/status/1859706319600746503)  2024-11-21T21:11Z [----] followers, [---] engagements


"$srpt feeling the heat from $rna Sarepta Arrowhead Pharmaceuticals partner to advance RNA-based drugs in rare diseases https://t.co/1xCEzUKawg via @Jasonmmast $SRPT $ARWR Sarepta Arrowhead Pharmaceuticals partner to advance RNA-based drugs in rare diseases https://t.co/1xCEzUKawg via @Jasonmmast $SRPT $ARWR"  
[X Link](https://x.com/TTRAmyloid/status/1861420991118725222)  2024-11-26T14:45Z [---] followers, [---] engagements


"$srpt spent $1b for copycat programs of $rna. Obviously $rna would not do a deal with srpt so they had to go to $arwr. $rna is well established in all the big muscular dystrophy institutions. Good luck getting the copy cat trials done. They have to compete with $dyn for patients as well. $srpt is feeling desperate to dish out $1b to try to catch up to $rna"  
[X Link](https://x.com/TTRAmyloid/status/1862086847721091499)  2024-11-28T10:51Z [---] followers, [----] engagements


"I think $azn can be an acquirer of $rna. Just speculating. $azn wants to be a player in the rare neuromuscular space with alexion acquisition as well as ionis partnership. $azn capital allocations have been top notch over the past decade"  
[X Link](https://x.com/TTRAmyloid/status/1862087842567995422)  2024-11-28T10:55Z [---] followers, [---] engagements


"Bad for $ilmn Gates and Bezos but good for small investors. Thanks EU commission $GRAL https://t.co/2ENbkW0OCD $GRAL https://t.co/2ENbkW0OCD"  
[X Link](https://x.com/TTRAmyloid/status/1862614793825268162)  2024-11-29T21:49Z [---] followers, [---] engagements


"This is why $stok will be standard of care for Dravet. Zorevunersen will likely be a $2 bil annual drug. You can add generic anti epileptic medications on top of it like vimpat (generic now) if seizures are not well controlled. List [--] songs & [--] frens *Portishead - Roads *Radiohead - Creep *Blk Sunshine - Born in a taxi *Springbok Nude Girls - Bubblegum on my boots *Loreena McKennitt - The Mystics Dream @believerofreal @BirdieTerfy @DaisyDDesjardin @MaryRoss815 @crickus6 List [--] songs & [--] frens *Portishead - Roads *Radiohead - Creep *Blk Sunshine - Born in a taxi *Springbok Nude Girls -"  
[X Link](https://x.com/TTRAmyloid/status/1866558398231392579)  2024-12-10T18:59Z [---] followers, [----] engagements


"@Sports_bios Yes this could be the Spinraza of Dravet and antiepipleptics are like walkers or feeding tubes. The KOLs are talking about reducing the amount of AEDs used"  
[X Link](https://x.com/TTRAmyloid/status/1866968536654155950)  2024-12-11T22:09Z [---] followers, [---] engagements


"@JamesEKrause Looks like they dont want to get caught by buyout Monday"  
[X Link](https://x.com/TTRAmyloid/status/1867671224668889174)  2024-12-13T20:41Z [---] followers, [---] engagements


"@JMihaljevic Management at $rprx royalty pharma"  
[X Link](https://x.com/TTRAmyloid/status/1868619548985118976)  2024-12-16T11:29Z [---] followers, [---] engagements

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