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# ![@TohJah7809 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1428015800644816896.png) @TohJah7809 TohJah

TohJah posts on X about $ipsc, $zlab, $crbu, china the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1428015800644816896/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1428015800644816896/c:line/m:interactions.svg)

- [--] Week [------] +580%
- [--] Month [-------] +234%
- [--] Months [-------] +29%
- [--] Year [-------] +74%

### Mentions: [--] [#](/creator/twitter::1428015800644816896/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1428015800644816896/c:line/m:posts_active.svg)

- [--] Week [---] +18%
- [--] Month [---] +149%
- [--] Months [-----] +147%
- [--] Year [-----] +194%

### Followers: [-----] [#](/creator/twitter::1428015800644816896/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1428015800644816896/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] +0.33%
- [--] Months [-----] +4.40%
- [--] Year [-----] +27%

### CreatorRank: [---------] [#](/creator/twitter::1428015800644816896/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1428015800644816896/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  59.09% [finance](/list/finance)  11.36% [countries](/list/countries)  10.61% [technology brands](/list/technology-brands)  6.82% [cryptocurrencies](/list/cryptocurrencies)  6.06% [vc firms](/list/vc-firms)  #509 [social networks](/list/social-networks)  2.27% [currencies](/list/currencies)  1.52%

**Social topic influence**
[$ipsc](/topic/$ipsc) #5, [$zlab](/topic/$zlab) #1, [$crbu](/topic/$crbu) 12.12%, [china](/topic/china) 9.09%, [$pacb](/topic/$pacb) 9.09%, [$arkg](/topic/$arkg) #5, [$crsp](/topic/$crsp) #9, [$rlay](/topic/$rlay) #5, [market](/topic/market) 6.06%, [$sana](/topic/$sana) 6.06%

**Top accounts mentioned or mentioned by**
[@biotech2k1](/creator/undefined) [@yaireinhorn](/creator/undefined) [@macroalf](/creator/undefined) [@skalemba](/creator/undefined) [@cdprojektred](/creator/undefined) [@andyberman6](/creator/undefined) [@boolusilan](/creator/undefined) [@brandfinance](/creator/undefined) [@biotechtv](/creator/undefined) [@arcinstitute](/creator/undefined) [@novocure](/creator/undefined) [@cgtnofficial](/creator/undefined) [@axiaozcn](/creator/undefined) [@biopharmiq](/creator/undefined) [@carey72290517](/creator/undefined)

**Top assets mentioned**
[Century Therapeutics, Inc. (IPSC)](/topic/$ipsc) [Caribou Biosciences, Inc. (CRBU)](/topic/$crbu) [Pacific Biosciences of California, Inc. (PACB)](/topic/$pacb) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Relay Therapeutics, Inc. (RLAY)](/topic/$rlay) [Sana Biotechnology, Inc. (SANA)](/topic/$sana) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Vertex Protocol (VRTX)](/topic/$vrtx) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Eli Lilly and Company (LLY)](/topic/$lly) [Insmed, Inc. (INSM)](/topic/$insm) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Exact Sciences Corp (EXAS)](/topic/$exas) [Arcblock (ABT)](/topic/$abt) [BEAM (BEAM)](/topic/$beam) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [AstraZeneca PLC (AZN)](/topic/$azn) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Novo-Nordisk (NVO)](/topic/$nvo) [ArbitrageCT (ARCT)](/topic/$arct) [NovoCure Limited Ordinary Shares (NVCR)](/topic/$nvcr) [Amgen, Inc. (AMGN)](/topic/$amgn) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr) [Synthetify (SNY)](/topic/$sny) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Karuna Therapeutics, Inc. Common Stock (KRTX)](/topic/$krtx) [Morgan Stanley (MS)](/topic/morgan-stanley) [ARK Innovation ETF (ARKK)](/topic/$arkk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Love this slide on cancer OS delta - more work to be done in blue ocean region for sure FYI $RLAY $ZLAB $MRK of course King Keytruda ๐Ÿ‘‘ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and divided indications to blue ocean or red ocean based on magnitude of improvement. Biggest progress was in melanoma and renal cancer (PD1/CTLA4) https://t.co/0H224jooI8 Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and"  
[X Link](https://x.com/TohJah7809/status/2014364482559234450)  2026-01-22T15:48Z [----] followers, [---] engagements


"$BMY Cobenfy printed $50m in Q4 +16% vs Q3 $43m so $155m for [--] full year not bad I suppose for a schizo drug FYI $ZLAB: time for you to print for China ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $BMY #Camzyos growth impressive. I am curious to see how the launch of $CYTK will affect market share. Cobenfy disappointing. $KRTX https://t.co/Av4uWrWi2v $BMY #Camzyos growth impressive. I am curious to see how the launch of $CYTK will affect market share. Cobenfy disappointing. $KRTX https://t.co/Av4uWrWi2v"  
[X Link](https://x.com/TohJah7809/status/2019398634341822687)  2026-02-05T13:12Z [----] followers, [---] engagements


"1/ Just watched this: Morgan Stanley 19th Annual Global Healthcare Conference: Invitae I'll share my notes in this tweet $NVTA (hope my notes are not butchering the healthcon) Last qn near the bottom is a gem https://morganstanley.webcasts.com/viewer/event.jspei=1489567&tp_key=84c6994514 https://morganstanley.webcasts.com/viewer/event.jspei=1489567&tp_key=84c6994514"  
[X Link](https://x.com/TohJah7809/status/1438931211477393409)  2021-09-17T18:21Z [----] followers, [--] engagements


"Christmas shopping done: $CRSP $FATE $NVTA $PACB"  
[X Link](https://x.com/TohJah7809/status/1472977137778839553)  2021-12-20T17:08Z [----] followers, [--] engagements


"You should know Im an $NVTA bull - totally agree w/ @Biotech2k1 s ๐Ÿ‘‡๐Ÿฝ Will add this market colour: Invitae is an $ARKK baby and been crushed by Ark shorts. It will ๐Ÿš€ whenever theres short covering/ squeeze e.g. last night Taking a Look at $NVTA: An update look at Invitae. Taking a Look at $NVTA: An update look at Invitae"  
[X Link](https://x.com/TohJah7809/status/1504448008246624257)  2022-03-17T13:22Z [----] followers, [--] engagements


"$SNOW's Healthcare & Life Sciences Data Cloud Yeap $NVTA is plugged into the Snowflake Data Marketplace as one of the data providers"  
[X Link](https://x.com/TohJah7809/status/1504872962893119488)  2022-03-18T17:30Z [----] followers, [--] engagements


"PacBio's Schedule 14A filed ๐Ÿ’•page ๐Ÿ‘‡ $PACB has nearly $1b cash in hand: there's no near-term solvency risk stay invested and don't panic You need to know the franchise you invest in ๐Ÿ‘‡ Read SEC reports not panicky financial news https://investor.pacificbiosciences.com/node/13246/html https://investor.pacificbiosciences.com/node/13246/html"  
[X Link](https://x.com/TohJah7809/status/1524735866207236096)  2022-05-12T12:58Z [----] followers, [--] engagements


"1/ Listened to Twist Bio's Q1 earnings: haven't heard them for a year so this is a great refresher for me ๐Ÿ˜ƒ Dropping this thread ๐Ÿงตfor $TWST: https://edge.media-server.com/mmc/p/indnsanm https://edge.media-server.com/mmc/p/indnsanm"  
[X Link](https://x.com/TohJah7809/status/1526601378520395777)  2022-05-17T16:31Z [----] followers, [--] engagements


"1/2 June DCA done: $FATE: building core position $PACB: building core position $NVTA: โœ…top-up done final clip $TWST: topping up (core done) $SANA: building small position $IPSC: same as ๐Ÿ‘† Last month's buys๐Ÿ‘‡: https://x.com/TohJah7809/status/1527727691964657664s=20&t=wK8Y1d2QrZ09q83q-SjmPA 1/ May DCA done: $PACB: building core position $FATE: building core position $SANA: building small position $NVTA: core done in [----] top up $TWST: same ๐Ÿ‘† top up Have a good weekend๐Ÿป Last month's buys ๐Ÿ‘‡: https://t.co/lo6jAE10dt https://t.co/AMWflFf9gH"  
[X Link](https://x.com/TohJah7809/status/1542531848403791873)  2022-06-30T15:33Z [----] followers, [--] engagements


"Ark's comms on: $NVTA $PACB ๐Ÿš€๐Ÿš€"  
[X Link](https://x.com/anyuser/status/1558456143231324160)  2022-08-13T14:11Z [----] followers, [--] engagements


"Ark's commentaries on $TWST"  
[X Link](https://x.com/anyuser/status/1593825036095606786)  2022-11-19T04:34Z [----] followers, [--] engagements


"@MacroAlf ๐Ÿคฆโ™‚ Sun & earth's movements are governed by laws of physics - that's hard science Market movements are not governed by any laws - it's social science Don't conflate the two"  
[X Link](https://x.com/TohJah7809/status/1597476057183326209)  2022-11-29T06:22Z [----] followers, [--] engagements


"Meituan (3690 HK): credit valuation after Q2 results"  
[X Link](https://x.com/TohJah7809/status/1695049961623453833)  2023-08-25T12:26Z [----] followers, [---] engagements


"$NVTA found a CFO: I guess she will settle in Q3-Q4 [----] They will print 850k shares for her - same # as another new hire Chief Commercial Officer (sales lead) Robert Guigley"  
[X Link](https://x.com/TohJah7809/status/1706639415383392694)  2023-09-26T11:58Z [----] followers, 13.2K engagements


"1) Bill Ackman: I covered my short โœ… 2) Powell: Im done hiking โœ… 3) Yellen: Im issuing less โœ… 4) Jobs: printed fewer fake jobs โœ… There you go: UST10Y rallied [--] bps ๐Ÿš€๐Ÿงจ๐Ÿ“ˆ๐Ÿ”ฅ Bio book is proxy bond book: enjoy the rally โœ‹๐Ÿป $XBI $ARKG"  
[X Link](https://x.com/TohJah7809/status/1720420657912258938)  2023-11-03T12:40Z [----] followers, [----] engagements


"$CRSP's FDA approval: CASGEVY: $2.2m wholesale price $200m milestone payment from $VRTX Market selling the news Strange price action: $CRSP -11% now $VRTX +2% Sure yields are up and $XBI small-cap bios are down but still quite a gap. ๐Ÿค”"  
[X Link](https://x.com/TohJah7809/status/1734230810256113888)  2023-12-11T15:17Z [----] followers, [----] engagements


"China tech credit research: Meituan [----] HK"  
[X Link](https://x.com/TohJah7809/status/1774482779088343493)  2024-03-31T17:03Z [----] followers, [---] engagements


"China tech credit research:  Meituan (ticker: [----] HK) $11.8b cash low gross leverage: 2.1x Stock trading at HK$114.7 US$92b market cap Largest food delivery + top [--] hotel & travel booking company in China Sub-HK$90-100 would be ๐Ÿ˜‹"  
[X Link](https://x.com/TohJah7809/status/1801915767325417748)  2024-06-15T09:52Z [----] followers, [---] engagements


"Arks research on one-time cures vs periodic treatments $ARKG $CRSP $VRTX $NTLA ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿ’Š"  
[X Link](https://x.com/TohJah7809/status/1855193418617774522)  2024-11-09T10:19Z [----] followers, [----] engagements


"Just heard you on the podcast ๐ŸŽง๐ŸŽ™๐Ÿ‘‡ w/ @Skalemba : I enjoyed every minute of the podcast You were very inspiring ๐Ÿซก Your style of leadership of service to others of not giving up in the darkest days of 2020-2021 @CDPROJEKTRED is my fav game developer โœŒ https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw"  
[X Link](https://x.com/TohJah7809/status/1868562425697726944)  2024-12-16T07:42Z [----] followers, [---] engagements


"Blood cancers ๐Ÿฉธ and antigens Let's learn hematology in 2025๐Ÿฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty Let's learn hematology in 2025๐Ÿฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty"  
[X Link](https://x.com/anyuser/status/1878605140829344024)  2025-01-13T00:49Z [----] followers, [----] engagements


"$CRBU Caribou's reverse split event cancelled โœŒ๐ŸฆŒ Closing the week strong short squeeze in sympathy with $CRSP ๐Ÿค”"  
[X Link](https://x.com/TohJah7809/status/1946244669765246989)  2025-07-18T16:24Z [----] followers, [----] engagements


"$RLAY Q3 results: p3 doublet breast cancer trial ongoing p1/2 triplet trial ongoing p1/2 vascular malformations trial ongoing $596m cash runway to [----] ๐Ÿ˜ต Stock been rallying quietly the past [--] months 2x (despite lack of any catalysts) - used to trade under cash ๐Ÿ”บ๐Ÿ“ˆ๐Ÿ’น Will there be any data updates in SABCS next month ๐Ÿค”๐Ÿ—“ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1992147359053365306 https://twitter.com/i/web/status/1992147359053365306"  
[X Link](https://x.com/TohJah7809/status/1992147359053365306)  2025-11-22T08:25Z [----] followers, [----] engagements


"$RLAY's top๐Ÿ”Ÿshareholders: Strange mix of generalists and healthcare funds ๐Ÿฅ‡ SoftBank # 1๐Ÿคจ Point72/ SAC is another generalist๐Ÿค”(this PM had been holding for some time and been averaging down) Healthcare funds: Commodore Casdin Bellevue Tang Nextech half of top๐Ÿ”Ÿowners https://whalewisdom.com/stock/rlay https://whalewisdom.com/stock/rlay"  
[X Link](https://x.com/TohJah7809/status/1992147362677231696)  2025-11-22T08:25Z [----] followers, [---] engagements


"Ark's Research: Is Abbotts Acquisition of Exact Sciences a Strategic Bet That Healthcare Delivery Will Change $ABT $EXAS $NTRA $GH $GRAL $ILMN $ARKG $XBI ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1995886498542223813)  2025-12-02T16:03Z [----] followers, [---] engagements


"$RLAY Relay's SABCS [----] data update: ๐Ÿ‘‡๐Ÿ‘€ Good data top up ๐Ÿ‘: clean data maturation de-risking P3 (2L+ doublet combo therapy) The real prize is still vs inavolisib (1L mBC triplet combo therapy) (P1/2 advancing) Stock up small: +2% this week amidst broad market correction ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2000208984603840958 https://twitter.com/i/web/status/2000208984603840958"  
[X Link](https://x.com/TohJah7809/status/2000208984603840958)  2025-12-14T14:19Z [----] followers, [----] engagements


"Head-to-head summary of PI3K/ AKT/ mTOR inhibitors for breast cancer: Alpelisib (Piqray) - Novartis Inavolisib (Itovebi) - Roche/ Genentech Capivasertib (Truqap) - $AZN RLY-2608 - $RLAY STX-478 - $LLY/ Scorpion Gedatolisib - $CELC https://x.com/TohJah7809/status/1972503876717965579s=20 Head-to-head summary of PI3K/ AKT/ mTOR inhibitors for breast cancer: Alpelisib (Piqray) - Novartis Inavolisib (Itovebi) - Roche/ Genentech Capivasertib (Truqap) - $AZN RLY-2608 - $RLAY STX-478 - $LLY/ Scorpion Gedatolisib - $CELC ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘ https://t.co/ILIS9oqwIU"  
[X Link](https://x.com/TohJah7809/status/2000208989078852073)  2025-12-14T14:19Z [----] followers, [---] engagements


"Bio book first XI commentaries: $ARKG: speculative high-beta basket $TWST: adj EBITDA b/e by [----] y/e $RLAY: bet on a single molecule (PI3K inhibitor) $FATE $ZLAB: value trades $SANA: speculative cell therapy bet Back 5: legacy book holding - combined size is than the smallest of the front [--] Target signings: ๐ŸŽฏ $INSM: $150 (feel it's overvalued now - not chasing) $NVO: $40 (not easy to go down there but I'll wait) Completed Christmas shopping today ๐ŸŽ„๐ŸŽ…๐ŸฆŒ๐Ÿ› $ZLAB final clip in the morning (HK market) ๐Ÿœ $FATE final clip at night (my time) ๐Ÿ” My bio book first XI โšฝ is now ๐Ÿ’ฏโœ…: Forward: $ARKG"  
[X Link](https://x.com/TohJah7809/status/2007034562623537463)  2026-01-02T10:21Z [----] followers, [----] engagements


"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-national-medical-products-administration-nmpa https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-national-medical-products-administration-nmpa"  
[X Link](https://x.com/TohJah7809/status/2010212604443340919)  2026-01-11T04:50Z [----] followers, [---] engagements


"@AndyBerman6 @Biotech2k1 Thanks for the recap where do you like $INSM target price levels ๐ŸŽฏ"  
[X Link](https://x.com/TohJah7809/status/2011758458278986074)  2026-01-15T11:12Z [----] followers, [---] engagements


"$INSM big update from Insmed + prelim [----] results: Strong BRINSUPRI launch ๐Ÿฆพ: will it hit $1b in [----] ARIKAYCE: $450m-$470m in [----] Busy pipeline: - BRINSUPRI will land in EU the UK and Japan - Brensocatib for HS data in [----] Q2 - INS1033 (DPP1 inhibitor) for RA and IBD: IND in [----] - ARIKAYCE: p3 readout for newly diagnosed MAC patients - TPIP: PAH p2b readout in [----] H2 Stock -9% so far this year as large caps underperformed Insmed is worth $30b now so I think M&A chance is not high (haven't seen any "transformational" M&As) I hope it stays independent - I love indie bios"  
[X Link](https://x.com/TohJah7809/status/2012568716375195761)  2026-01-17T16:52Z [----] followers, [---] engagements


"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-highlights-strategic-priorities-and-global-pipeline https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-highlights-strategic-priorities-and-global-pipeline"  
[X Link](https://x.com/TohJah7809/status/2012574187240714632)  2026-01-17T17:14Z [----] followers, [---] engagements


"$PACB PacBio and UC Davis Researchers Introduce CiFi a New Long-Read 3C Method That Enables Chromosome-Scale Assemblies from a Single SMRT Cell ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2012575217256661312)  2026-01-17T17:18Z [----] followers, [---] engagements


"$PACB PacBio HiFi Adopted as First-Line Sequencing Approach to Investigate Sudden Unexplained Death in Childhood (SUDC) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2012576117077823865)  2026-01-17T17:21Z [----] followers, [---] engagements


"$PACB PacBio Announces Plans for Collaboration With n-Lorem Foundation and EspeRare to Advance Precision Therapies for Rare Genetic Diseases Genomics for ultra-rare/ n-of-1 diseases FYI $BEAM $PRME $ARKG ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2012577653556138211)  2026-01-17T17:27Z [----] followers, [---] engagements


"$PACB PacBio JPM update prelim [----] results: Finally return to growth: Q4 +14% [----] +4%/ flat Carried by Vega the benchtop sequencer ๐ŸŽ Revio large sequencer sales down ๐Ÿคฎ Consumables and services up (I suppose you can attribute them to Revio + SPRQ-Nx chemistry) $280m cash: they don't have that much left. they need to grow fast โš  Good start to the year: +20% amidst broad small-cap and bio rally ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2012580412653273203 https://twitter.com/i/web/status/2012580412653273203"  
[X Link](https://x.com/TohJah7809/status/2012580412653273203)  2026-01-17T17:38Z [----] followers, [---] engagements


"$IPSC Schedule 13G: TCGX/ Chen Yu https://investors.centurytx.com/node/9546/html https://investors.centurytx.com/node/9546/html"  
[X Link](https://x.com/TohJah7809/status/2012588031631622186)  2026-01-17T18:09Z [----] followers, [---] engagements


"$IPSC Schedule 13G: Deep Track/ David Kroin https://investors.centurytx.com/node/9541/html https://investors.centurytx.com/node/9541/html"  
[X Link](https://x.com/TohJah7809/status/2012588035863654830)  2026-01-17T18:09Z [----] followers, [---] engagements


"$IPSC Schedule 13G: Venrock/ Nimish Shah/ Bong Y. Koh https://investors.centurytx.com/node/9556/html https://investors.centurytx.com/node/9556/html"  
[X Link](https://x.com/TohJah7809/status/2012588044311003233)  2026-01-17T18:09Z [----] followers, [--] engagements


"$IPSC Schedule 13G: Commodore/ Robert Egen Atkinson/ Michael Kramarz https://investors.centurytx.com/node/9551/html https://investors.centurytx.com/node/9551/html"  
[X Link](https://x.com/TohJah7809/status/2012588048584708106)  2026-01-17T18:09Z [----] followers, [---] engagements


"Managing cancer drug side effects $RLAY $LLY ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• PI3K/AKT/mTOR inhibitors improve outcomes in HR+ metastatic breast cancer but success depends on managing predictable early toxicities. ๐Ÿง  The practical clinic playbook focuses on four key AEs: ๐Ÿฌ Hyperglycemia ๐ŸŒฟ Rash ๐Ÿ‘„ Stomatitis ๐Ÿ’ง Diarrhea ๐Ÿงช Trial-backed regimens https://t.co/VdTNu515Qv PI3K/AKT/mTOR inhibitors improve outcomes in HR+ metastatic breast cancer but success depends on managing predictable early toxicities. ๐Ÿง  The practical clinic playbook focuses on four key AEs: ๐Ÿฌ Hyperglycemia ๐ŸŒฟ Rash ๐Ÿ‘„"  
[X Link](https://x.com/TohJah7809/status/2017503725225709816)  2026-01-31T07:42Z [----] followers, [---] engagements


"Ark's weekly bio commentaries from prior week: $ARKG $MASS $PRME $PSNL ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2017550781478801535)  2026-01-31T10:49Z [----] followers, [---] engagements


"SEC Form 8-K filing: $IPSC https://investors.centurytx.com/node/9566/html https://investors.centurytx.com/node/9566/html"  
[X Link](https://x.com/TohJah7809/status/2017554224960442798)  2026-01-31T11:03Z [----] followers, [---] engagements


"$IPSC Be advised: Century's reverse stock split cancelled โŒ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2019433436793229622)  2026-02-05T15:30Z [----] followers, [---] engagements


"@boolusilan I suppose the centre cant use NVIDIAs advanced chips Or can a US company import advanced NVIDIAs advanced chips into China for its own use"  
[X Link](https://x.com/TohJah7809/status/2019765532741034374)  2026-02-06T13:30Z [----] followers, [---] engagements


"Personal rules in biotech investing: Max 5% limit in a single name Avoid pre-clinical and phase [--] names Avoid devices & diagnostics Focus: for me = mainly immunology & oncology"  
[X Link](https://x.com/TohJah7809/status/1908469238094074008)  2025-04-05T10:38Z [----] followers, 16K engagements


"Ark's weekly commentaries: $ARKG $PSNL $ABSI ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1990086226917908602)  2025-11-16T15:55Z [----] followers, [----] engagements


"Know your CAR-T therapy ๐Ÿ‘‡๐Ÿ‘€ $CRSP $CRBU $IPSC $SANA $FATE ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The procedure of CAR-T therapy https://t.co/wsCZNDr6sb The procedure of CAR-T therapy https://t.co/wsCZNDr6sb"  
[X Link](https://x.com/TohJah7809/status/2003860859278508438)  2025-12-24T16:10Z [----] followers, [----] engagements


"Genome sequencing history $ILMN $PACB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR"  
[X Link](https://x.com/TohJah7809/status/2010060733850235102)  2026-01-10T18:46Z [----] followers, [---] engagements


"$ZLAB Zai Lab Announces NMPA Approval of AUGTYRO (repotrectinib) for Patients with NTRK-Positive Solid Tumors Approval in China for NTRK+ solid tumours Same drug approved for ROS1+ NSCLC in China in May [----] Drug approved by the FDA for NTRK+ and ROS1+ in Jun [----] and Nov [----] respectively $BMY Stock +4% in the past week amidst broad bio rally in front of #JPM26 ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2010212601708597384 https://twitter.com/i/web/status/2010212601708597384"  
[X Link](https://x.com/TohJah7809/status/2010212601708597384)  2026-01-11T04:50Z [----] followers, [---] engagements


"$IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2010217686299812093)  2026-01-11T05:10Z [----] followers, [---] engagements


"$IPSC Point72's 5.4% investment in Century (Christmas [----] shopping) ๐Ÿ‘‡๐Ÿ‘€ https://x.com/TohJah7809/status/2010217686299812093s=20 $IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://t.co/4ZHQgsNFRw https://x.com/TohJah7809/status/2010217686299812093s=20 $IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before"  
[X Link](https://x.com/TohJah7809/status/2010218097811304802)  2026-01-11T05:11Z [----] followers, [---] engagements


"$ZLAB Zai Lab JPM update: Dual-Engine Strat: Western drug gateway to China + CN bio innovation to global markets ๐ŸŒ Pipeline I like: - Zoci (DLL3 ADC): p3 in 2L/3L SCLC p1 in 1L SCLC - ZL-1503 (IL-13 x IL-31R bi-specific antibody): p1 for Atopic Dermatitis (AD) Sales: - COBENFY: looking forward to it (it's actually strong for $BMY globally) - VYVGART: monitoring NMPA approval: TTFields for 1L pancreatic cancer Zai Lab should achieve adjusted EBITDA breakeven in [----] Good start to the year: +7% amidst small-cap and bio rally This is a great value trade still very cheap"  
[X Link](https://x.com/TohJah7809/status/2012574184074084401)  2026-01-17T17:14Z [----] followers, [---] engagements


"$IPSC Schedule 13G: RA Capital/ Peter Kolchinsky/ Rajeev Shah https://investors.centurytx.com/node/9561/html https://investors.centurytx.com/node/9561/html"  
[X Link](https://x.com/TohJah7809/status/2012588040363872595)  2026-01-17T18:09Z [----] followers, [--] engagements


"Big big news from $IPSC Century this year: + Christmas shopping from Point72 ๐Ÿ‘€ and squeeze started by CEO + CSO double teaming the market ๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹๐Ÿš€ https://x.com/TohJah7809/status/2010216591938728013s=20 $IPSC OK here's a big news from Century: $135m PIPE led by TCGX + other marquee names: RA Commodore Deep Track RTW Venrock Fund T1D programme: IND in [----] initial clinical data in [----] Cash runway to [----] Q1 ๐Ÿ˜ต [----] Q4 pro-forma cash should be $230m+ I guess https://t.co/2wluxpjG6g https://x.com/TohJah7809/status/2010216591938728013s=20 $IPSC OK here's a big news from Century: $135m PIPE led"  
[X Link](https://x.com/TohJah7809/status/2012588051382579246)  2026-01-17T18:09Z [----] followers, [---] engagements


"$IPSC Century reverse stock split: no goโŒ Stock rocketed past $1 and stayed above the past month or so Epic squeeze and series of events from Dec (see next tweet) ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2017554220506108413)  2026-01-31T11:03Z [----] followers, [---] engagements


"Story ๐Ÿ‘‡๐Ÿ‘€: Insider purchases ๐Ÿ’ต Followed by stealth Christmas shopping from Point72 ๐ŸŽ…๐ŸŽ„๐ŸฆŒ๐ŸŽ‰ Then big PIPE in Jan ๐Ÿš€๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹ Fairy tale winter for Century $IPSC โ„ https://x.com/TohJah7809/status/2012588027554807943s=20 $IPSC OK PIPE-driven 13G filing dump for Century: TCGX/ Chen Yu: 9.9% as of Jan [--] (PIPE lead) Deep Track/ David Kroin: 7.34% a/o Jan [--] RA Capital/ Peter Kolchinsky/ Rajeev Shah: 9.9% as of Jan [--] Venrock/ Nimish Shah/ Bong Y. Koh: 7.1% as of Jan [--] Commodore/ Robert https://t.co/0GiuL2iKOn https://x.com/TohJah7809/status/2012588027554807943s=20 $IPSC OK PIPE-driven 13G filing dump"  
[X Link](https://x.com/TohJah7809/status/2017554222867484928)  2026-01-31T11:03Z [----] followers, [---] engagements


"Ark's Research: DeepMinds AlphaGenome Could Transform How We Understand Dark Matter $XLV $XBI $ARKG $GOOG ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2019800009701830910)  2026-02-06T15:47Z [----] followers, [---] engagements


"Ark's Research: Grails Regulatory Milestone Highlights The Future Of MCED $XLV $XBI $ARKG $GRAL $EXAS $ABT FYI $TWST $GH $NTRA ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2019802127493976567)  2026-02-06T15:55Z [----] followers, [---] engagements


"Biotech is (was) in a bear market for the last [--] years with multiple false springs in between. Very tempted to say last Apr marked the bottom (for real) $XLV $XBI $IBB $ARKG $BBC $CANC ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Biotech IPOs value/# are above same period of any year in the last decade outside of [----]. Liquidity also improving. Looking at a sample set of 300+ biotech stocks daily shares traded is up 50% since a year ago. Via Leerink $XBI $IBB $BBC https://t.co/7yyi0bQwlv Biotech IPOs value/# are above same period of any year in the last decade outside of [----]. Liquidity also"  
[X Link](https://x.com/TohJah7809/status/2019821459263357252)  2026-02-06T17:12Z [----] followers, [---] engagements


"$PACB Not all immune cells behave like textbooks say. New blog: Dr. Santosha Vardhana shows how HiFi long read RNA reveals hidden transcript isoforms + real immune diversity in cancer data. If you build hypotheses from single cell data this is worth a read ๐Ÿ‘‡ https://t.co/OEKc82oysC Not all immune cells behave like textbooks say. New blog: Dr. Santosha Vardhana shows how HiFi long read RNA reveals hidden transcript isoforms + real immune diversity in cancer data. If you build hypotheses from single cell data this is worth a read ๐Ÿ‘‡ https://t.co/OEKc82oysC"  
[X Link](https://x.com/TohJah7809/status/2019822192780013936)  2026-02-06T17:15Z [----] followers, [---] engagements


"Top hospital brands ๐Ÿ”Ÿ SGH ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Health systems compete globally for talent research funding referrals and patient trust. But which hospital leads on brand value worldwide ๐Ÿฅ Here we rank academic medical centers using data from our partner @BrandFinance via its [----] Global Top [---] Hospitals report. https://t.co/Gf39RH0Fh8 Health systems compete globally for talent research funding referrals and patient trust. But which hospital leads on brand value worldwide ๐Ÿฅ Here we rank academic medical centers using data from our partner @BrandFinance via its [----] Global"  
[X Link](https://x.com/TohJah7809/status/2019822984668803539)  2026-02-06T17:18Z [----] followers, [---] engagements


"Stomach cancer risk factors ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Age smoking bacteria genetic mutations together can raise risk of stomach cancer: Singapore study https://t.co/6sy0K7LiGo Age smoking bacteria genetic mutations together can raise risk of stomach cancer: Singapore study https://t.co/6sy0K7LiGo"  
[X Link](https://x.com/TohJah7809/status/2019994408477946040)  2026-02-07T04:39Z [----] followers, [---] engagements


"Link to interview w/ Perceptive boss Joe Edelman ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‚ Thank you @BiotechTV https://www.biotechtv.com/post/joseph-edelman-perceptive-advisors-january-15-2026 https://www.biotechtv.com/post/joseph-edelman-perceptive-advisors-january-15-2026"  
[X Link](https://x.com/TohJah7809/status/2020081072462270824)  2026-02-07T10:23Z [----] followers, [---] engagements


"Happy weekend all cheers ๐Ÿพ๐Ÿฅ‚๐Ÿป๐ŸŽ‰๐Ÿฅณ๐Ÿฝ๐Ÿฅ˜๐Ÿ•๐Ÿ”๐ŸŒญ๐Ÿฟ๐ŸŽฅ๐Ÿ“บโšฝโ›ณ๐Ÿšต๐Ÿ›ซ๐Ÿš—๐Ÿ‘ถ๐Ÿ•๐Ÿ›Œ๐ŸŒ…๐Ÿ™๐Ÿ”๐Ÿ๐ŸŒŠ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉน๐Ÿฉธ๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Stocks ๐Ÿ“ˆ๐Ÿ“‰ Bonds ๐Ÿ“„๐Ÿ“ƒ FX: ๐Ÿ’ต๐Ÿ’ถ๐Ÿ’ท๐Ÿ’ด Commods: ๐Ÿ›ข๐Ÿ…๐Ÿฅˆ"  
[X Link](https://x.com/TohJah7809/status/2020168400581063156)  2026-02-07T16:10Z [----] followers, [---] engagements


"RT @yaireinhorn: ๐Ÿšจ๐ŸšจWOW Not only did $NVO has finally announced that it has filed a lawsuit against $HIMS but Novo Nordisk is suing for in"  
[X Link](https://x.com/TohJah7809/status/2020869641191444812)  2026-02-09T14:37Z [----] followers, [--] engagements


"FYI $ARCT Today weve announced that Gordon Naylor has been appointed interim ChiefExecutiveOfficer and Managing DirectorfollowingDrPaul McKenzies decision to retire. Read more: https://t.co/ymHTLP5Rik https://t.co/QKyXAj7M9l Today weve announced that Gordon Naylor has been appointed interim ChiefExecutiveOfficer and Managing DirectorfollowingDrPaul McKenzies decision to retire. Read more: https://t.co/ymHTLP5Rik https://t.co/QKyXAj7M9l"  
[X Link](https://x.com/TohJah7809/status/2021116803213295837)  2026-02-10T06:59Z [----] followers, [---] engagements


"$VRTX x $CRSP โœ‹๐Ÿพ Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB"  
[X Link](https://x.com/TohJah7809/status/2022379588182261993)  2026-02-13T18:37Z [----] followers, [---] engagements


"$ABT $EXAS Exact Announces Record Q4 and FY [----] Results Merger w/ Abbott to close in [----] Q2 ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2022571706242732161)  2026-02-14T07:20Z [----] followers, [---] engagements


"$ZLAB Zai Lab Announces Updated Phase [--] Data for Zocilurtatug Pelitecan (formerly ZL-1310) Demonstrating Potential as a First-in-Class/Best-in-Class DLL3-Targeted ADC for Small Cell Lung Cancer and Initiation of Global Phase [--] Registrational Study Updated p1 data for DLL-3 ADC for lung cancer ๐Ÿซ Good safety decent efficacy โœ… P3 initiated for 2L 1L will be initiated in [----] ๐Ÿ‘ Comparison of this Oct (AACR) update vs Jun data ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1987188541546512824 https://twitter.com/i/web/status/1987188541546512824"  
[X Link](https://x.com/TohJah7809/status/1987188541546512824)  2025-11-08T16:00Z [----] followers, [---] engagements


"$ZLAB Zai Lab Announces Approval of COBENFY (xanomeline and trospium chloride/ KarXT) in China a First-in-Class Therapy for Schizophrenia Schizo affects nearly 24m worldwide 8m in China This approval triggered Santa rally for Zai Lab this week +4% ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐Ÿฅณ Stock is valued at $2b now -$0.8b cash = $1.26b/$0.46b = 2.7x current sales cheap Zai Lab is a value trade offering access to China bio market ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2004884306120831079 https://twitter.com/i/web/status/2004884306120831079"  
[X Link](https://x.com/TohJah7809/status/2004884306120831079)  2025-12-27T11:57Z [----] followers, [---] engagements


"$IPSC OK here's a big news from Century: $135m PIPE led by TCGX + other marquee names: RA Commodore Deep Track RTW Venrock Fund T1D programme: IND in [----] initial clinical data in [----] Cash runway to [----] Q1 ๐Ÿ˜ต [----] Q4 pro-forma cash should be $230m+ I guess Stock 3x in the past month lol (still cheap trading deeply under cash) So in Dec CEO + CSO triggered a Santa rally ๐ŸŽ…๐Ÿ‘‡๐Ÿ‘€ Then Point72 topped up right before Christmas ๐ŸŽ„ Jan 2026: this news came out what a squeeze ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $IPSC Century's CSO bought $49k shares last week before Christmas helping"  
[X Link](https://x.com/TohJah7809/status/2010216591938728013)  2026-01-11T05:05Z [----] followers, [----] engagements


"$IPSC OK PIPE-driven 13G filing dump for Century: TCGX/ Chen Yu: 9.9% as of Jan [--] (PIPE lead) Deep Track/ David Kroin: 7.34% a/o Jan [--] RA Capital/ Peter Kolchinsky/ Rajeev Shah: 9.9% as of Jan [--] Venrock/ Nimish Shah/ Bong Y. Koh: 7.1% as of Jan [--] Commodore/ Robert Egen Atkinson/ Michael Kramarz: 7.1% as of Jan [--] Who doesn't own Century at this point lol Bio shitco doubled in two weeks gogogo ๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹๐Ÿš€๐ŸŽ‡๐ŸŽ†๐Ÿ”ฅ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2012588027554807943 https://twitter.com/i/web/status/2012588027554807943"  
[X Link](https://x.com/TohJah7809/status/2012588027554807943)  2026-01-17T18:09Z [----] followers, [---] engagements


"Ark's Research: A Flurry Of Events Is Unfolding In Genetic Medicine $XLV $XBI $ARKG $NTLA $RGNX $LLY @arcinstitute FYI $BEAM $CRSP $PRME ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2019801184882602285)  2026-02-06T15:51Z [----] followers, [---] engagements


"Really enjoyed listening to this interview with Perceptives boss Joe Edelman one of the best in our business (bio investing) $XLV $XBI $ARKG $PRAX $RYTM $CELC Perceptive family of portfolios 2025/ historical recap: good nice to see M&A 2021-2022 went under too much [----] outlook (๐Ÿ’ช๐Ÿฝ) The FDA (just a little worried on staffing not too worried) His investment style and book Discussion on [--] top names ๐Ÿ‘†๐Ÿพ Overhyped: gene editing (slightly but rationalising to what it is good for) Underhyped: gene therapy China Future for those who want to join this biz (sounds bright long runways in e.g."  
[X Link](https://x.com/TohJah7809/status/2020080622447030309)  2026-02-07T10:22Z [----] followers, [---] engagements


"@Biotech2k1 ๐Ÿ‘Œ๐Ÿพ Ill be waiting Two risk events: 1) 13F: Darwin Global - did they take profit in Q4 Report should be out soon they own 10% of $INSM ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘€ (3/4 of their book ๐Ÿคฏ) 2) Q4 earnings/ guidance: should be good like JPM - will market then fade it ๐Ÿ˜‹"  
[X Link](https://x.com/TohJah7809/status/2022298199835435201)  2026-02-13T13:13Z [----] followers, [---] engagements


"$CRBU Caribou ๐ŸฆŒ Announces Late-Breaking Presentations at the [----] Tandem Meetings of ASTCT and CIBMTR Data presentation from Nov [----] disclosure Decent allo CAR-T data for blood cancers but feel very much like a CD19/ BCMA me-too from the 2020-2021 bio bubble era ๐Ÿฅฑ Stock at $148m cash level ($159m in Q3) Flat so far this year Have not participated in small cap/ shitco/ bio rally. ๐Ÿคฆโ™‚ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2022570475642032353 https://twitter.com/i/web/status/2022570475642032353"  
[X Link](https://x.com/TohJah7809/status/2022570475642032353)  2026-02-14T07:15Z [----] followers, [---] engagements


"$TWST Artisan Partners owns 9.5% of Twist a/o [----] Dec [--] in 13G filing ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2022573203470819586)  2026-02-14T07:26Z [----] followers, [---] engagements


"$RLAY Relay Announces Zovegalisib Granted Breakthrough Therapy Designation (BTD) by the FDA for PI3K-mutant HR+/HER2- Advanced Breast Cancer (Feb [--] news) 40% of patients with HR+/HER2- advanced breast cancer harbor PI3K mutations and most experience disease recurrence or progression following treatment with CDK4/6 inhibitors Data for the 400mg BID fed (P3 dose) will be presented for the first time at ESMO Targeted Anticancer Congress [----] on March [--] (Mon) ๐Ÿ—“โ— Zovegalisib's IND [----] Q4 so +5.2Y = [----] Q4 or [----] Q1 ๐Ÿ˜ Stock +9% YTD ๐Ÿฆพ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€ I'm waiting for triple data: that's the real"  
[X Link](https://x.com/TohJah7809/status/2022577672652828980)  2026-02-14T07:44Z [----] followers, [--] engagements


"News release: https://ir.zailaboratory.com/news-releases/news-release-details/us-fda-approves-novocures-optune-paxr-treatment-locally-advanced https://ir.zailaboratory.com/news-releases/news-release-details/us-fda-approves-novocures-optune-paxr-treatment-locally-advanced"  
[X Link](https://x.com/TohJah7809/status/2022580684955799673)  2026-02-14T07:56Z [----] followers, [--] engagements


"FYI $FATE $IPSC $SANA $CRSP ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $KYTX $BMY New Autoimmune Disease CAR T Results a Tremendous Success https://t.co/Y4oJk9ukuE https://t.co/nxh4nhqORx $KYTX $BMY New Autoimmune Disease CAR T Results a Tremendous Success https://t.co/Y4oJk9ukuE https://t.co/nxh4nhqORx"  
[X Link](https://x.com/TohJah7809/status/2022290049841455160)  2026-02-13T12:41Z [----] followers, [---] engagements


"News release: https://investor.cariboubio.com/news-releases/news-release-details/caribou-biosciences-announces-late-breaking-presentations-2026 https://investor.cariboubio.com/news-releases/news-release-details/caribou-biosciences-announces-late-breaking-presentations-2026"  
[X Link](https://x.com/TohJah7809/status/2022570478435733824)  2026-02-14T07:15Z [----] followers, [--] engagements


"$TWST William Blair owns 9.7% of Twist a/o [----] Dec [--] in 13G filing ๐Ÿ‘‡๐Ÿ‘€ 10% ownership: you don't need to file Form [--] (a little more burdensome for =10% outside shareholders) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/2022573961444540635)  2026-02-14T07:29Z [----] followers, [---] engagements


"$NVCR $ZLAB FDA Approves Novocures Optune Pax for the Treatment of Locally Advanced Pancreatic Cancer Finally after nearly [--] years something for locally-advanced pancreatic cancer Optune Pax is a wearable medical device that delivers Tumor Treating Fields (TTFields) alternating electric fields that disrupt cancer cell replication to cause cell death providing a new treatment approach for pancreatic tumors Novocure +9% only on the week on this news ๐Ÿ˜… ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2022580681952358443 https://twitter.com/i/web/status/2022580681952358443"  
[X Link](https://x.com/TohJah7809/status/2022580681952358443)  2026-02-14T07:56Z [----] followers, [---] engagements


"$NVCR $ZLAB physics x biology ๐Ÿ‘‡๐Ÿ‘€ https://x.com/ozdogan_md/status/2022342109030654174s=20 [--] Years Later: A New Hope for Pancreatic Cancer ๐ŸŽ— #FDA has approved @Novocure 's #Optune Pax the first wearable electric field therapy for locally advanced pancreatic cancer. This non-invasive drug-free device uses TTFields technology to physically disrupt cancer cell https://t.co/jeRS6LYfYX https://x.com/ozdogan_md/status/2022342109030654174s=20 [--] Years Later: A New Hope for Pancreatic Cancer ๐ŸŽ— #FDA has approved @Novocure 's #Optune Pax the first wearable electric field therapy for locally advanced"  
[X Link](https://x.com/TohJah7809/status/2022580686687998318)  2026-02-14T07:56Z [----] followers, [---] engagements


"My updated shopping wishlist: $BPMC sub-$70 (not happening) $SANA low or sub-$6 (hard to achieve) $CRBU sub-$4 ๐ŸŽฏ (done) $RLAY sub-$6 ๐ŸŽฏ (done) $IDNA not buying $PACB not adding Sana & Blueprint levels arent happening so Im done now โœ… My updated shopping wishlist (yes you can mock me): $BPMC sub-$70 $SANA low or sub-$6 $CRBU sub-$4 ๐ŸŽฏ $RLAY sub-$6 (near cash so free FGFR2) $IDNA low or sub-$20 $PACB not adding I'm not chasing - nothing is done if they don't come My updated shopping wishlist (yes you can mock me): $BPMC sub-$70 $SANA low or sub-$6 $CRBU sub-$4 ๐ŸŽฏ $RLAY sub-$6 (near cash so"  
[X Link](https://x.com/TohJah7809/status/1787095041980485927)  2024-05-05T12:20Z [----] followers, [----] engagements


"OK bio earnings dump ๐Ÿ‘‡ $CRBU: Cash at $346m runway to Q1 [----] -8% for the week it's trading at $320m below cash cheap"  
[X Link](https://x.com/TohJah7809/status/1789290067049041976)  2024-05-11T13:42Z [----] followers, [----] engagements


"$IPSC ok bio earnings tweet storm continues with Century: $250m cash runway to [----] Traded flat for the week pretty much valued at cash now This new boss looks ambitious So you'll be buying the pipeline for free ๐Ÿคทโ™‚ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿ’‰๐ŸŒก๐Ÿฉธ๐Ÿ’Š"  
[X Link](https://x.com/TohJah7809/status/1789297007292506211)  2024-05-11T14:10Z [----] followers, [----] engagements


"$CRBU Caribou is going to DC for ACR in Nov ๐Ÿ›ซ๐Ÿ™๐Ÿ—“ Pre-clinical data ๐ŸฆŒ๐Ÿ๐Ÿต ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐Ÿ’‰๐ŸŒก๐Ÿ’Š๐Ÿฉธ"  
[X Link](https://x.com/TohJah7809/status/1839944035664048264)  2024-09-28T08:23Z [----] followers, [----] engagements


"$IPSC Centure management changes announced in late Sep - must have caused the share price spike then new CFO new CSO (acquiree Clade's CEO formerly from $CRSP and $SANA) current CSO will be advisor (polite way to go) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿ’‰๐ŸŒก๐Ÿค’๐Ÿฉธ๐Ÿ’Š"  
[X Link](https://x.com/TohJah7809/status/1842599490798403706)  2024-10-05T16:15Z [----] followers, [----] engagements


"@CGTNOfficial Known as Deepavali ๐Ÿช” here in cant wait to enjoy all the delights"  
[X Link](https://x.com/TohJah7809/status/1846555095288496275)  2024-10-16T14:13Z [----] followers, [----] engagements


"$CRBU Caribou Q3 results: $281m cash runway to [----] H2 +21% this week on results amidst broad market rally ๐Ÿ“ˆ๐Ÿš€ Still trading under cash at $242m ๐Ÿ˜ต ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿ’Š They're busy over next [--] months w/ blood cancer and autoimmune progs"  
[X Link](https://x.com/TohJah7809/status/1855199844291449082)  2024-11-09T10:44Z [----] followers, [----] engagements


"$IPSC Q3 results dump continues w/ Century: $245m cash runway to [----] H2 +16% this week on results amidst broad market rally Trading at $122m deeply under cash Keeps breaking new low - heavily shorted w/ no big upcoming catalyst"  
[X Link](https://x.com/TohJah7809/status/1855206956467962209)  2024-11-09T11:13Z [----] followers, [---] engagements


"$RLAY Q4 results: Focus is on p3 trial: RLY-2608 + fulvestrant doublet combo in PI3K-mutated HR+/HER2- advanced breast cancer patients previously treated with a CDK4/6 inhibitor Continue to advance two triple combos but not indicated as [----] milestone ๐Ÿ˜ฅ $780m cash ($4.66/share) -13% this week amidst broad market decline Trading deep under cash: market is not convinced that their PI3K inhibitor has any value. ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1895738581538443772)  2025-03-01T07:31Z [----] followers, [----] engagements


"$SANA Q4 results: Busy w/ multiple programmes: type [--] diabetes blood cancers auto-immune diseases and an in vivo prog The t1d IND is not going to happen this year $152.5m cash fast dwindling -20% early reaction ๐Ÿ“‰๐Ÿ”ฅ (market is broadly down as well) Clinical data updates look sparse this year - door is open for shorts"  
[X Link](https://x.com/TohJah7809/status/1902024353723945241)  2025-03-18T15:48Z [----] followers, [----] engagements


"$IPSC Century Q4 results last week: Focusing on auto-immune diseases discontinue a programme in late-stage blood cancer $220m cash ($2.55/ sh) runway to Q4 [----] Trading very deeply under cash 51/ share -25% last [--] month so bios get smashed"  
[X Link](https://x.com/TohJah7809/status/1905940391104536582)  2025-03-29T11:09Z [----] followers, [---] engagements


"$IPSC Century's Q2 results: Just [--] clinical programme: auto-immune disease p1 data by end [----] Allo-Evasion [--] and non-immune iPSC are in pre-clinical stage ๐Ÿฅฑ Cash $158.5m runway to [----] Q4 Trading very deeply under cash ($1.83/ share) ๐Ÿ˜ต๐Ÿ’ซ Stock +10% this week amidst broad bio rally ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1957106152921260199)  2025-08-17T15:44Z [----] followers, [----] engagements


"Quick investment profile of $ZLAB (9688 HK) ๐Ÿ“ˆ๐Ÿ“‘ h/t @Biotech2k1 Zai Lab investment thesis: offers access to China oncology market & innovation ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1957113843727147350 https://twitter.com/i/web/status/1957113843727147350"  
[X Link](https://x.com/TohJah7809/status/1957113843727147350)  2025-08-17T16:14Z [----] followers, [----] engagements


"Summary: $ZLAB offers China oncology market & innovation access vs the following trade-offs: No M&A premium (obviously) Trade tensions/ US-CN geopolitical risk: genuine risk which must be considered"  
[X Link](https://x.com/TohJah7809/status/1957113862358212717)  2025-08-17T16:14Z [----] followers, [---] engagements


"$ZLAB Zai Lab Announces China NMPA Grants Innovative Medical Device Designation for Tumor Treating Fields (TTFields) for Patients with Pancreatic Cancer ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1958858409211519130)  2025-08-22T11:46Z [----] followers, [---] engagements


"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-china-national-medical-products-administration https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-china-national-medical-products-administration"  
[X Link](https://x.com/TohJah7809/status/1958858412940538085)  2025-08-22T11:46Z [----] followers, [---] engagements


"Prompt: Read the press release at: (provide link) Acting as an equity research analyst build a disciplined back-of-the-envelope valuation for $ZLAB that arrives at an intrinsic price-per-share estimate for the company based on the DLL3 ADC asset alone 1) Summarize the key clinical findings mechanism of action and development stage 2) Lay out your core commercial assumptions addressable population segments (US and China) likely net pricing per year (with ex-US discount) uptake curve and peak-year volume. State your sources or analogues for each assumption. 3) Estimate cost structure: COGS plus"  
[X Link](https://x.com/TohJah7809/status/1959296842459709934)  2025-08-23T16:49Z [----] followers, [---] engagements


"@Biotech2k1 $ZLAB's news release for the DLL3 ADC p1 data: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-presents-positive-phase-1-data-zl-1310-dll3-targeted-adc https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-presents-positive-phase-1-data-zl-1310-dll3-targeted-adc"  
[X Link](https://x.com/TohJah7809/status/1959297024672813349)  2025-08-23T16:49Z [----] followers, [---] engagements


"$AMGN x $ZLAB ๐Ÿ‘‡๐Ÿฝ Zai Lab smashed ๐Ÿ“‰๐Ÿ”ป Wow so $AMGN slipped out that bemarituzumab's positive final OS analysis slipped into negative territory at longer follow-up. $ZLAB off 6% yesterday -4% premarket today https://t.co/W6TdNDHlzj Wow so $AMGN slipped out that bemarituzumab's positive final OS analysis slipped into negative territory at longer follow-up. $ZLAB off 6% yesterday -4% premarket today https://t.co/W6TdNDHlzj"  
[X Link](https://x.com/TohJah7809/status/1963579822833074298)  2025-09-04T12:28Z [----] followers, [---] engagements


"$ZLAB TIVDAK (tisotumab vedotin-tftv) approved in HK  This is $GMAB and $PFE's ADC for recurrent or metastatic cervical cancer Approved by the FDA is the US in Apr [----]  Now approved in HK  Under review in mainland China  Zai Lab has exclusive license from Pfizer in Greater China (CN HK TW MO) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1964253567008854316 https://twitter.com/i/web/status/1964253567008854316"  
[X Link](https://x.com/TohJah7809/status/1964253567008854316)  2025-09-06T09:05Z [----] followers, [----] engagements


"$ZLAB news from $AMGN: bemarituzumab (anti FGFR2b) combo w/ chemo for 1L gastric cancer: FORTITUDE-101 p3 trial completed Final analysis OS less than interim analysis ๐Ÿ˜ฑ๐Ÿ˜ต๐Ÿ’ซ Zai Lab will wait for FORTITUDE-102 results: bemarituzumab + Nivolumab/ Opdivo + chemo combo (expected end [----] or [----] H1) $ZLAB stock -6% for the week: dipped on this news then partially bounced yesterday $AMGN flat for the week ( $XBI +6% ๐Ÿฆพ) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1964275859734647108 https://twitter.com/i/web/status/1964275859734647108"  
[X Link](https://x.com/TohJah7809/status/1964275859734647108)  2025-09-06T10:33Z [----] followers, [---] engagements


"@AxiaozCn @Biotech2k1 With the US (Trump) canning FCPA Zai Lab should be able to "encourage" doctors to prescribe their drugs right One good thing about $ZLAB at the moment is it's cheap: the valuation provides buffer for it to miss on earnings"  
[X Link](https://x.com/TohJah7809/status/1964372116381548875)  2025-09-06T16:56Z [----] followers, [---] engagements


"Zai Lab partner news: Vertex kidney portfolio updates ๐Ÿ‘‡๐Ÿ‘€ $VRTX $ZLAB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1971862183199101229)  2025-09-27T08:59Z [----] followers, [---] engagements


"$ZLAB Q3 earnings: Double miss + lower guidance ๐Ÿคฆโ™€๐Ÿคฆโ™‚ [----] revenue now = $460m (vs $560m-$590m previously) Q3 sales growth only 14% No longer "on track to achieve adjusted profitability in [----] Q4" - I guess they'll achieve it in [----] Share price crushed -19% this week ๐Ÿ”ป๐Ÿ“‰๐Ÿ”ฅ $817m cash trading at $2.65b - this is a cheap stock (China discount) ๐Ÿคทโ™‚ I'm long and will add in coming months Busy pipeline ๐Ÿ‘‡๐Ÿ‘€ and they move fast โ— ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1987192660441116904 https://twitter.com/i/web/status/1987192660441116904"  
[X Link](https://x.com/TohJah7809/status/1987192660441116904)  2025-11-08T16:17Z [----] followers, [---] engagements


"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-third-quarter-2025-financial-results-and https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-third-quarter-2025-financial-results-and"  
[X Link](https://x.com/TohJah7809/status/1987192663008026869)  2025-11-08T16:17Z [----] followers, [---] engagements


"$IPSC Century enters the type [--] diabetes race ๐Ÿƒโ™‚๐Ÿƒโ™€๐Ÿ’จ๐Ÿ IND submission planned in [----] ๐Ÿฅฑ Let's duke it out w/ $SANA ๐Ÿข t1d population: 9m globally 2m in the US ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1992137262210146642)  2025-11-22T07:45Z [----] followers, [----] engagements


"$IPSC Century's Q3 results: Entering t1d race ๐Ÿƒโ™€๐Ÿƒโ™‚๐Ÿ’จ๐Ÿ Autoimmune race: dropping its own CALiPSO-1 programme relying on sponsored trial (by the Germans) $133m cash runway to [----] Q4 Stock +2% this week amidst broad bio rally yesterday Trading deeply under cash: being in NASDAQ's Capital Market tier feels like a graveyard ๐Ÿชฆ - unable to participate in broad bio rallies (I guess many fund mandates avoid Capital Market tier) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1992140191298158835)  2025-11-22T07:56Z [----] followers, [---] engagements


"$ZLAB Zai Lab Announces Dosing of First Participant in Global Phase 1/1b study of ZL-1503 an IL-13/IL-31R Bispecific Antibody for the Treatment of Atopic Dermatitis P1 1st patient dosed IL-13/IL-31R bispecific antibody Atopic Dermatitis (AD) (eczema) Zai Lab moves fast ๐Ÿ‘๐Ÿƒ๐Ÿ’จ Stock's been crushed: -50% in past [--] months Cheap value trade: $1.93b - $0.8b cash = $1.13b 2.5x current sales ($460m) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2001974988757434552 https://twitter.com/i/web/status/2001974988757434552"  
[X Link](https://x.com/TohJah7809/status/2001974988757434552)  2025-12-19T11:16Z [----] followers, [---] engagements


"$KYMR Our team came together for a lively aprsski celebration to wrap up another year of teamwork progress and big accomplishments๐ŸŽฟโ„ With curling showdowns DIY snow globes and wellearned toasts the night was filled with winterwonderland fun.๐ŸฅŒ A huge thank you to every https://t.co/4Q9RWX6m6r Our team came together for a lively aprsski celebration to wrap up another year of teamwork progress and big accomplishments๐ŸŽฟโ„ With curling showdowns DIY snow globes and wellearned toasts the night was filled with winterwonderland fun.๐ŸฅŒ A huge thank you to every https://t.co/4Q9RWX6m6r"  
[X Link](https://x.com/TohJah7809/status/2004574891643981921)  2025-12-26T15:27Z [----] followers, [---] engagements


"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-approval-cobenfy-xanomeline-and-trospium https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-approval-cobenfy-xanomeline-and-trospium"  
[X Link](https://x.com/TohJah7809/status/2004884309443051854)  2025-12-27T11:57Z [----] followers, [---] engagements


"News release: $IPSC https://investors.centurytx.com/news-releases/news-release-details/century-therapeutics-secures-oversubscribed-135-million-private https://investors.centurytx.com/news-releases/news-release-details/century-therapeutics-secures-oversubscribed-135-million-private"  
[X Link](https://x.com/TohJah7809/status/2010216594962784519)  2026-01-11T05:05Z [----] followers, [---] engagements


"Bernstein [----] bio outlook $VRTX $REGN $BBIO $BMRN $ALNY $BEAM ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Bernstein;" US Biotech 2026: Biotech is back Upgrading $VRTX to Outperform and top pick + $BEAM Top pick." $REGN $BIIB $BBIO $IONS $BMRN $ARWR $CRSP $DYN $SRPT $BHVN $NTLA $ALLO https://t.co/tJ2wqPuW2k Bernstein;" US Biotech 2026: Biotech is back Upgrading $VRTX to Outperform and top pick + $BEAM Top pick." $REGN $BIIB $BBIO $IONS $BMRN $ARWR $CRSP $DYN $SRPT $BHVN $NTLA $ALLO https://t.co/tJ2wqPuW2k"  
[X Link](https://x.com/TohJah7809/status/2010705527618293810)  2026-01-12T13:28Z [----] followers, [---] engagements


"Cell Atlas $ILMN x $LLY x $MRK x $AZN ๐Ÿ”ฅ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will help researchers including founding participants https://t.co/nwaxk8QLdw [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will"  
[X Link](https://x.com/TohJah7809/status/2011429536098115823)  2026-01-14T13:25Z [----] followers, [---] engagements


"$ILMN ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The Illumina 5-base solution enables combined methylation and variant calling in a single run providing a streamlined workflow and richer context for biomarker research in cancer and genetic disease. Explore the science behind the Illumina 5-base solution: https://t.co/4rv4mvLY7B The Illumina 5-base solution enables combined methylation and variant calling in a single run providing a streamlined workflow and richer context for biomarker research in cancer and genetic disease. Explore the science behind the Illumina 5-base solution:"  
[X Link](https://x.com/TohJah7809/status/2014723278544511406)  2026-01-23T15:33Z [----] followers, [---] engagements


"Atopic Dermatitis (eczema) $REGN $SNY $ZLAB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Final results - hottest space in biotech https://t.co/R0OEojmsPn Final results - hottest space in biotech https://t.co/R0OEojmsPn"  
[X Link](https://x.com/TohJah7809/status/2014731803496714743)  2026-01-23T16:07Z [----] followers, [---] engagements


"Dupi ๐Ÿ‘‘ $SNY $REGN ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp"  
[X Link](https://x.com/TohJah7809/status/2017210624493973644)  2026-01-30T12:17Z [----] followers, [---] engagements


"RT @BiopharmIQ: ๐Ÿ“Œ Biotech Stock News 2/6 @ Open $ROIV 18% Mosliciguat & Brepocitinib Trial Updates $DNLI 5% TransportVehicle Progress Upd"  
[X Link](https://x.com/TohJah7809/status/2019797841179263152)  2026-02-06T15:38Z [----] followers, [--] engagements


"$CRBU ๐ŸฆŒCaribou's JPM updates: Joins autoimmune race ๐Ÿ‡๐Ÿƒโ™€๐Ÿ’จ Blood cancer updates in H1 [----] plans to start p3 pending partial HLA matching data  $281m cash as of Q3 [----] runway to H2 [----] Trading at $137m way under cash: down small -10% YTD"  
[X Link](https://x.com/TohJah7809/status/1883077117623320781)  2025-01-25T08:59Z [----] followers, [---] engagements


"$CRBU [----] H1: will present data on blood cancer programmes Autoimmune programme advancing $249m cash ($2.75/ share) -12% this week while market is flat ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1900831751821554025)  2025-03-15T08:49Z [----] followers, [---] engagements


"$CRBU big restructuring announcement from last week: Pipeline reduced to just 2: lymphoma and myeloma - clinical updates in H2 [----] Dropped leukemia & auto-immune disease programmes Laying off 1/3rd of workforce Cash runway H2 [----] Cash = $212.5m in Q1 ($2.28/ share) Trading at $74.7m 80/ share very deeply under cash - market is betting against Rachel that this company will go under Share price -7% for the month down small ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1918227898764541987)  2025-05-02T08:55Z [----] followers, [----] engagements


"$CRBU ๐ŸฆŒ Caribou's Q1 results: Two Phase [--] blood cancer programmes: lymphoma & multiple myeloma $212.5m cash runway to [----] H2 Trading very deeply under cash: $212.5m or $2.27/ share -14% this week ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1921112425438294192)  2025-05-10T07:57Z [----] followers, [----] engagements


"$CRBU Caribou Q2 results last week: This co is ๐Ÿ’ฏ% focused on blood cancers Lymphoma and myeloma p1 data update in H2 this year $184m cash runway to [----] H2 Trading exactly at cash now +16% past week Hmm there's a $21m impairment - stock investment in a private company ๐Ÿค” ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1957101923607380095)  2025-08-17T15:27Z [----] followers, [----] engagements


"$CRBU Caribou Announces Positive Data from ANTLER Phase [--] Trial Demonstrating Efficacy and Durability of Vispa-cel (CB-010) an Allogeneic CAR-T Cell Therapy on Par with Autologous CAR-T Cell Therapies Good data for lymphoma on par w/ auto CAR-T Data supports outpatient setting but lymphodepletion still required Share price short squeeze completely faded; shorts heavily reloaded -38% this week amidst broad market decline ๐Ÿ”ป๐Ÿ“‰๐Ÿ”ฅ Trading at $195m now cash level ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1987124971475509345)  2025-11-08T11:48Z [----] followers, [---] engagements


"$CRBU Caribou Biosciences Announces Positive Data from CaMMouflage Phase [--] Trial of CB-011 in Multiple Myeloma Myeloma data is also good Stock crushed this week -38% as shorts reloaded (no more near-term catalyst to squeeze) Stock trading at cash ๐Ÿ˜ต๐Ÿ’ซ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1987179219731030084 https://twitter.com/i/web/status/1987179219731030084"  
[X Link](https://x.com/TohJah7809/status/1987179219731030084)  2025-11-08T15:23Z [----] followers, [----] engagements


"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-updated-phase-1-data-zocilurtatug-pelitecan https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-updated-phase-1-data-zocilurtatug-pelitecan"  
[X Link](https://x.com/TohJah7809/status/1987188544377627062)  2025-11-08T16:00Z [----] followers, [---] engagements


"$CRBU Caribou ๐ŸฆŒ Q3 results: Focus on oncology: good p1 ๐Ÿฅฑ data for lymphoma and myeloma ๐Ÿฉธ $159m cash runway to [----] H2 Stock -6% this week amidst market correction Finally trading slightly above cash ๐Ÿ’ต ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"  
[X Link](https://x.com/TohJah7809/status/1990093883393663330)  2025-11-16T16:25Z [----] followers, [----] engagements


"CONBENFY $BMY $ZLAB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• For many decades every schizophrenia drug depended on dopamine receptor blockade It took until [----] for an approved medicine that doesn't block dopamine and the pipeline now is now rich with new mechanisms-of-action: https://t.co/HYQVJgxM71 For many decades every schizophrenia drug depended on dopamine receptor blockade It took until [----] for an approved medicine that doesn't block dopamine and the pipeline now is now rich with new mechanisms-of-action: https://t.co/HYQVJgxM71"  
[X Link](https://x.com/TohJah7809/status/2009295429523947569)  2026-01-08T16:05Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@TohJah7809 Avatar @TohJah7809 TohJah

TohJah posts on X about $ipsc, $zlab, $crbu, china the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 59.09% finance 11.36% countries 10.61% technology brands 6.82% cryptocurrencies 6.06% vc firms #509 social networks 2.27% currencies 1.52%

Social topic influence $ipsc #5, $zlab #1, $crbu 12.12%, china 9.09%, $pacb 9.09%, $arkg #5, $crsp #9, $rlay #5, market 6.06%, $sana 6.06%

Top accounts mentioned or mentioned by @biotech2k1 @yaireinhorn @macroalf @skalemba @cdprojektred @andyberman6 @boolusilan @brandfinance @biotechtv @arcinstitute @novocure @cgtnofficial @axiaozcn @biopharmiq @carey72290517

Top assets mentioned Century Therapeutics, Inc. (IPSC) Caribou Biosciences, Inc. (CRBU) Pacific Biosciences of California, Inc. (PACB) CRISPR Therapeutics AG (CRSP) Relay Therapeutics, Inc. (RLAY) Sana Biotechnology, Inc. (SANA) Twist Bioscience Corporation Common Stock (TWST) Bristol-Myers Squibb Co (BMY) Vertex Protocol (VRTX) Illumina, Inc. (ILMN) Eli Lilly and Company (LLY) Insmed, Inc. (INSM) Intellia Therapeutics, Inc (NTLA) Exact Sciences Corp (EXAS) Arcblock (ABT) BEAM (BEAM) Prime Medicine, Inc. (PRME) Regeneron Pharmaceuticals Inc (REGN) Merck & Co., Inc. (MRK) Natera, Inc. Common Stock (NTRA) Guardant Health, Inc. Common Stock (GH) GRAIL, Inc. Common Stock (GRAL) AstraZeneca PLC (AZN) Celcuity Inc. Common Stock (CELC) Novo-Nordisk (NVO) ArbitrageCT (ARCT) NovoCure Limited Ordinary Shares (NVCR) Amgen, Inc. (AMGN) Kymera Therapeutics, Inc. (KYMR) Synthetify (SNY) Cytokinetics Inc. (CYTK) Karuna Therapeutics, Inc. Common Stock (KRTX) Morgan Stanley (MS) ARK Innovation ETF (ARKK)

Top Social Posts

Top posts by engagements in the last [--] hours

"Love this slide on cancer OS delta - more work to be done in blue ocean region for sure FYI $RLAY $ZLAB $MRK of course King Keytruda ๐Ÿ‘‘ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and divided indications to blue ocean or red ocean based on magnitude of improvement. Biggest progress was in melanoma and renal cancer (PD1/CTLA4) https://t.co/0H224jooI8 Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and"
X Link 2026-01-22T15:48Z [----] followers, [---] engagements

"$BMY Cobenfy printed $50m in Q4 +16% vs Q3 $43m so $155m for [--] full year not bad I suppose for a schizo drug FYI $ZLAB: time for you to print for China ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $BMY #Camzyos growth impressive. I am curious to see how the launch of $CYTK will affect market share. Cobenfy disappointing. $KRTX https://t.co/Av4uWrWi2v $BMY #Camzyos growth impressive. I am curious to see how the launch of $CYTK will affect market share. Cobenfy disappointing. $KRTX https://t.co/Av4uWrWi2v"
X Link 2026-02-05T13:12Z [----] followers, [---] engagements

"1/ Just watched this: Morgan Stanley 19th Annual Global Healthcare Conference: Invitae I'll share my notes in this tweet $NVTA (hope my notes are not butchering the healthcon) Last qn near the bottom is a gem https://morganstanley.webcasts.com/viewer/event.jspei=1489567&tp_key=84c6994514 https://morganstanley.webcasts.com/viewer/event.jspei=1489567&tp_key=84c6994514"
X Link 2021-09-17T18:21Z [----] followers, [--] engagements

"Christmas shopping done: $CRSP $FATE $NVTA $PACB"
X Link 2021-12-20T17:08Z [----] followers, [--] engagements

"You should know Im an $NVTA bull - totally agree w/ @Biotech2k1 s ๐Ÿ‘‡๐Ÿฝ Will add this market colour: Invitae is an $ARKK baby and been crushed by Ark shorts. It will ๐Ÿš€ whenever theres short covering/ squeeze e.g. last night Taking a Look at $NVTA: An update look at Invitae. Taking a Look at $NVTA: An update look at Invitae"
X Link 2022-03-17T13:22Z [----] followers, [--] engagements

"$SNOW's Healthcare & Life Sciences Data Cloud Yeap $NVTA is plugged into the Snowflake Data Marketplace as one of the data providers"
X Link 2022-03-18T17:30Z [----] followers, [--] engagements

"PacBio's Schedule 14A filed ๐Ÿ’•page ๐Ÿ‘‡ $PACB has nearly $1b cash in hand: there's no near-term solvency risk stay invested and don't panic You need to know the franchise you invest in ๐Ÿ‘‡ Read SEC reports not panicky financial news https://investor.pacificbiosciences.com/node/13246/html https://investor.pacificbiosciences.com/node/13246/html"
X Link 2022-05-12T12:58Z [----] followers, [--] engagements

"1/ Listened to Twist Bio's Q1 earnings: haven't heard them for a year so this is a great refresher for me ๐Ÿ˜ƒ Dropping this thread ๐Ÿงตfor $TWST: https://edge.media-server.com/mmc/p/indnsanm https://edge.media-server.com/mmc/p/indnsanm"
X Link 2022-05-17T16:31Z [----] followers, [--] engagements

"1/2 June DCA done: $FATE: building core position $PACB: building core position $NVTA: โœ…top-up done final clip $TWST: topping up (core done) $SANA: building small position $IPSC: same as ๐Ÿ‘† Last month's buys๐Ÿ‘‡: https://x.com/TohJah7809/status/1527727691964657664s=20&t=wK8Y1d2QrZ09q83q-SjmPA 1/ May DCA done: $PACB: building core position $FATE: building core position $SANA: building small position $NVTA: core done in [----] top up $TWST: same ๐Ÿ‘† top up Have a good weekend๐Ÿป Last month's buys ๐Ÿ‘‡: https://t.co/lo6jAE10dt https://t.co/AMWflFf9gH"
X Link 2022-06-30T15:33Z [----] followers, [--] engagements

"Ark's comms on: $NVTA $PACB ๐Ÿš€๐Ÿš€"
X Link 2022-08-13T14:11Z [----] followers, [--] engagements

"Ark's commentaries on $TWST"
X Link 2022-11-19T04:34Z [----] followers, [--] engagements

"@MacroAlf ๐Ÿคฆโ™‚ Sun & earth's movements are governed by laws of physics - that's hard science Market movements are not governed by any laws - it's social science Don't conflate the two"
X Link 2022-11-29T06:22Z [----] followers, [--] engagements

"Meituan (3690 HK): credit valuation after Q2 results"
X Link 2023-08-25T12:26Z [----] followers, [---] engagements

"$NVTA found a CFO: I guess she will settle in Q3-Q4 [----] They will print 850k shares for her - same # as another new hire Chief Commercial Officer (sales lead) Robert Guigley"
X Link 2023-09-26T11:58Z [----] followers, 13.2K engagements

"1) Bill Ackman: I covered my short โœ… 2) Powell: Im done hiking โœ… 3) Yellen: Im issuing less โœ… 4) Jobs: printed fewer fake jobs โœ… There you go: UST10Y rallied [--] bps ๐Ÿš€๐Ÿงจ๐Ÿ“ˆ๐Ÿ”ฅ Bio book is proxy bond book: enjoy the rally โœ‹๐Ÿป $XBI $ARKG"
X Link 2023-11-03T12:40Z [----] followers, [----] engagements

"$CRSP's FDA approval: CASGEVY: $2.2m wholesale price $200m milestone payment from $VRTX Market selling the news Strange price action: $CRSP -11% now $VRTX +2% Sure yields are up and $XBI small-cap bios are down but still quite a gap. ๐Ÿค”"
X Link 2023-12-11T15:17Z [----] followers, [----] engagements

"China tech credit research: Meituan [----] HK"
X Link 2024-03-31T17:03Z [----] followers, [---] engagements

"China tech credit research: Meituan (ticker: [----] HK) $11.8b cash low gross leverage: 2.1x Stock trading at HK$114.7 US$92b market cap Largest food delivery + top [--] hotel & travel booking company in China Sub-HK$90-100 would be ๐Ÿ˜‹"
X Link 2024-06-15T09:52Z [----] followers, [---] engagements

"Arks research on one-time cures vs periodic treatments $ARKG $CRSP $VRTX $NTLA ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿ’Š"
X Link 2024-11-09T10:19Z [----] followers, [----] engagements

"Just heard you on the podcast ๐ŸŽง๐ŸŽ™๐Ÿ‘‡ w/ @Skalemba : I enjoyed every minute of the podcast You were very inspiring ๐Ÿซก Your style of leadership of service to others of not giving up in the darkest days of 2020-2021 @CDPROJEKTRED is my fav game developer โœŒ https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw"
X Link 2024-12-16T07:42Z [----] followers, [---] engagements

"Blood cancers ๐Ÿฉธ and antigens Let's learn hematology in 2025๐Ÿฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty Let's learn hematology in 2025๐Ÿฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty"
X Link 2025-01-13T00:49Z [----] followers, [----] engagements

"$CRBU Caribou's reverse split event cancelled โœŒ๐ŸฆŒ Closing the week strong short squeeze in sympathy with $CRSP ๐Ÿค”"
X Link 2025-07-18T16:24Z [----] followers, [----] engagements

"$RLAY Q3 results: p3 doublet breast cancer trial ongoing p1/2 triplet trial ongoing p1/2 vascular malformations trial ongoing $596m cash runway to [----] ๐Ÿ˜ต Stock been rallying quietly the past [--] months 2x (despite lack of any catalysts) - used to trade under cash ๐Ÿ”บ๐Ÿ“ˆ๐Ÿ’น Will there be any data updates in SABCS next month ๐Ÿค”๐Ÿ—“ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1992147359053365306 https://twitter.com/i/web/status/1992147359053365306"
X Link 2025-11-22T08:25Z [----] followers, [----] engagements

"$RLAY's top๐Ÿ”Ÿshareholders: Strange mix of generalists and healthcare funds ๐Ÿฅ‡ SoftBank # 1๐Ÿคจ Point72/ SAC is another generalist๐Ÿค”(this PM had been holding for some time and been averaging down) Healthcare funds: Commodore Casdin Bellevue Tang Nextech half of top๐Ÿ”Ÿowners https://whalewisdom.com/stock/rlay https://whalewisdom.com/stock/rlay"
X Link 2025-11-22T08:25Z [----] followers, [---] engagements

"Ark's Research: Is Abbotts Acquisition of Exact Sciences a Strategic Bet That Healthcare Delivery Will Change $ABT $EXAS $NTRA $GH $GRAL $ILMN $ARKG $XBI ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-12-02T16:03Z [----] followers, [---] engagements

"$RLAY Relay's SABCS [----] data update: ๐Ÿ‘‡๐Ÿ‘€ Good data top up ๐Ÿ‘: clean data maturation de-risking P3 (2L+ doublet combo therapy) The real prize is still vs inavolisib (1L mBC triplet combo therapy) (P1/2 advancing) Stock up small: +2% this week amidst broad market correction ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2000208984603840958 https://twitter.com/i/web/status/2000208984603840958"
X Link 2025-12-14T14:19Z [----] followers, [----] engagements

"Head-to-head summary of PI3K/ AKT/ mTOR inhibitors for breast cancer: Alpelisib (Piqray) - Novartis Inavolisib (Itovebi) - Roche/ Genentech Capivasertib (Truqap) - $AZN RLY-2608 - $RLAY STX-478 - $LLY/ Scorpion Gedatolisib - $CELC https://x.com/TohJah7809/status/1972503876717965579s=20 Head-to-head summary of PI3K/ AKT/ mTOR inhibitors for breast cancer: Alpelisib (Piqray) - Novartis Inavolisib (Itovebi) - Roche/ Genentech Capivasertib (Truqap) - $AZN RLY-2608 - $RLAY STX-478 - $LLY/ Scorpion Gedatolisib - $CELC ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘ https://t.co/ILIS9oqwIU"
X Link 2025-12-14T14:19Z [----] followers, [---] engagements

"Bio book first XI commentaries: $ARKG: speculative high-beta basket $TWST: adj EBITDA b/e by [----] y/e $RLAY: bet on a single molecule (PI3K inhibitor) $FATE $ZLAB: value trades $SANA: speculative cell therapy bet Back 5: legacy book holding - combined size is than the smallest of the front [--] Target signings: ๐ŸŽฏ $INSM: $150 (feel it's overvalued now - not chasing) $NVO: $40 (not easy to go down there but I'll wait) Completed Christmas shopping today ๐ŸŽ„๐ŸŽ…๐ŸฆŒ๐Ÿ› $ZLAB final clip in the morning (HK market) ๐Ÿœ $FATE final clip at night (my time) ๐Ÿ” My bio book first XI โšฝ is now ๐Ÿ’ฏโœ…: Forward: $ARKG"
X Link 2026-01-02T10:21Z [----] followers, [----] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-national-medical-products-administration-nmpa https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-national-medical-products-administration-nmpa"
X Link 2026-01-11T04:50Z [----] followers, [---] engagements

"@AndyBerman6 @Biotech2k1 Thanks for the recap where do you like $INSM target price levels ๐ŸŽฏ"
X Link 2026-01-15T11:12Z [----] followers, [---] engagements

"$INSM big update from Insmed + prelim [----] results: Strong BRINSUPRI launch ๐Ÿฆพ: will it hit $1b in [----] ARIKAYCE: $450m-$470m in [----] Busy pipeline: - BRINSUPRI will land in EU the UK and Japan - Brensocatib for HS data in [----] Q2 - INS1033 (DPP1 inhibitor) for RA and IBD: IND in [----] - ARIKAYCE: p3 readout for newly diagnosed MAC patients - TPIP: PAH p2b readout in [----] H2 Stock -9% so far this year as large caps underperformed Insmed is worth $30b now so I think M&A chance is not high (haven't seen any "transformational" M&As) I hope it stays independent - I love indie bios"
X Link 2026-01-17T16:52Z [----] followers, [---] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-highlights-strategic-priorities-and-global-pipeline https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-highlights-strategic-priorities-and-global-pipeline"
X Link 2026-01-17T17:14Z [----] followers, [---] engagements

"$PACB PacBio and UC Davis Researchers Introduce CiFi a New Long-Read 3C Method That Enables Chromosome-Scale Assemblies from a Single SMRT Cell ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-17T17:18Z [----] followers, [---] engagements

"$PACB PacBio HiFi Adopted as First-Line Sequencing Approach to Investigate Sudden Unexplained Death in Childhood (SUDC) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-17T17:21Z [----] followers, [---] engagements

"$PACB PacBio Announces Plans for Collaboration With n-Lorem Foundation and EspeRare to Advance Precision Therapies for Rare Genetic Diseases Genomics for ultra-rare/ n-of-1 diseases FYI $BEAM $PRME $ARKG ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-17T17:27Z [----] followers, [---] engagements

"$PACB PacBio JPM update prelim [----] results: Finally return to growth: Q4 +14% [----] +4%/ flat Carried by Vega the benchtop sequencer ๐ŸŽ Revio large sequencer sales down ๐Ÿคฎ Consumables and services up (I suppose you can attribute them to Revio + SPRQ-Nx chemistry) $280m cash: they don't have that much left. they need to grow fast โš  Good start to the year: +20% amidst broad small-cap and bio rally ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2012580412653273203 https://twitter.com/i/web/status/2012580412653273203"
X Link 2026-01-17T17:38Z [----] followers, [---] engagements

"$IPSC Schedule 13G: TCGX/ Chen Yu https://investors.centurytx.com/node/9546/html https://investors.centurytx.com/node/9546/html"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"$IPSC Schedule 13G: Deep Track/ David Kroin https://investors.centurytx.com/node/9541/html https://investors.centurytx.com/node/9541/html"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"$IPSC Schedule 13G: Venrock/ Nimish Shah/ Bong Y. Koh https://investors.centurytx.com/node/9556/html https://investors.centurytx.com/node/9556/html"
X Link 2026-01-17T18:09Z [----] followers, [--] engagements

"$IPSC Schedule 13G: Commodore/ Robert Egen Atkinson/ Michael Kramarz https://investors.centurytx.com/node/9551/html https://investors.centurytx.com/node/9551/html"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"Managing cancer drug side effects $RLAY $LLY ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• PI3K/AKT/mTOR inhibitors improve outcomes in HR+ metastatic breast cancer but success depends on managing predictable early toxicities. ๐Ÿง  The practical clinic playbook focuses on four key AEs: ๐Ÿฌ Hyperglycemia ๐ŸŒฟ Rash ๐Ÿ‘„ Stomatitis ๐Ÿ’ง Diarrhea ๐Ÿงช Trial-backed regimens https://t.co/VdTNu515Qv PI3K/AKT/mTOR inhibitors improve outcomes in HR+ metastatic breast cancer but success depends on managing predictable early toxicities. ๐Ÿง  The practical clinic playbook focuses on four key AEs: ๐Ÿฌ Hyperglycemia ๐ŸŒฟ Rash ๐Ÿ‘„"
X Link 2026-01-31T07:42Z [----] followers, [---] engagements

"Ark's weekly bio commentaries from prior week: $ARKG $MASS $PRME $PSNL ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-31T10:49Z [----] followers, [---] engagements

"SEC Form 8-K filing: $IPSC https://investors.centurytx.com/node/9566/html https://investors.centurytx.com/node/9566/html"
X Link 2026-01-31T11:03Z [----] followers, [---] engagements

"$IPSC Be advised: Century's reverse stock split cancelled โŒ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-05T15:30Z [----] followers, [---] engagements

"@boolusilan I suppose the centre cant use NVIDIAs advanced chips Or can a US company import advanced NVIDIAs advanced chips into China for its own use"
X Link 2026-02-06T13:30Z [----] followers, [---] engagements

"Personal rules in biotech investing: Max 5% limit in a single name Avoid pre-clinical and phase [--] names Avoid devices & diagnostics Focus: for me = mainly immunology & oncology"
X Link 2025-04-05T10:38Z [----] followers, 16K engagements

"Ark's weekly commentaries: $ARKG $PSNL $ABSI ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-11-16T15:55Z [----] followers, [----] engagements

"Know your CAR-T therapy ๐Ÿ‘‡๐Ÿ‘€ $CRSP $CRBU $IPSC $SANA $FATE ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The procedure of CAR-T therapy https://t.co/wsCZNDr6sb The procedure of CAR-T therapy https://t.co/wsCZNDr6sb"
X Link 2025-12-24T16:10Z [----] followers, [----] engagements

"Genome sequencing history $ILMN $PACB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR"
X Link 2026-01-10T18:46Z [----] followers, [---] engagements

"$ZLAB Zai Lab Announces NMPA Approval of AUGTYRO (repotrectinib) for Patients with NTRK-Positive Solid Tumors Approval in China for NTRK+ solid tumours Same drug approved for ROS1+ NSCLC in China in May [----] Drug approved by the FDA for NTRK+ and ROS1+ in Jun [----] and Nov [----] respectively $BMY Stock +4% in the past week amidst broad bio rally in front of #JPM26 ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2010212601708597384 https://twitter.com/i/web/status/2010212601708597384"
X Link 2026-01-11T04:50Z [----] followers, [---] engagements

"$IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-11T05:10Z [----] followers, [---] engagements

"$IPSC Point72's 5.4% investment in Century (Christmas [----] shopping) ๐Ÿ‘‡๐Ÿ‘€ https://x.com/TohJah7809/status/2010217686299812093s=20 $IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://t.co/4ZHQgsNFRw https://x.com/TohJah7809/status/2010217686299812093s=20 $IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐Ÿ‘€๐Ÿ‘‡ Bought after CEO + CSO in Dec [----] Before"
X Link 2026-01-11T05:11Z [----] followers, [---] engagements

"$ZLAB Zai Lab JPM update: Dual-Engine Strat: Western drug gateway to China + CN bio innovation to global markets ๐ŸŒ Pipeline I like: - Zoci (DLL3 ADC): p3 in 2L/3L SCLC p1 in 1L SCLC - ZL-1503 (IL-13 x IL-31R bi-specific antibody): p1 for Atopic Dermatitis (AD) Sales: - COBENFY: looking forward to it (it's actually strong for $BMY globally) - VYVGART: monitoring NMPA approval: TTFields for 1L pancreatic cancer Zai Lab should achieve adjusted EBITDA breakeven in [----] Good start to the year: +7% amidst small-cap and bio rally This is a great value trade still very cheap"
X Link 2026-01-17T17:14Z [----] followers, [---] engagements

"$IPSC Schedule 13G: RA Capital/ Peter Kolchinsky/ Rajeev Shah https://investors.centurytx.com/node/9561/html https://investors.centurytx.com/node/9561/html"
X Link 2026-01-17T18:09Z [----] followers, [--] engagements

"Big big news from $IPSC Century this year: + Christmas shopping from Point72 ๐Ÿ‘€ and squeeze started by CEO + CSO double teaming the market ๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹๐Ÿš€ https://x.com/TohJah7809/status/2010216591938728013s=20 $IPSC OK here's a big news from Century: $135m PIPE led by TCGX + other marquee names: RA Commodore Deep Track RTW Venrock Fund T1D programme: IND in [----] initial clinical data in [----] Cash runway to [----] Q1 ๐Ÿ˜ต [----] Q4 pro-forma cash should be $230m+ I guess https://t.co/2wluxpjG6g https://x.com/TohJah7809/status/2010216591938728013s=20 $IPSC OK here's a big news from Century: $135m PIPE led"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"$IPSC Century reverse stock split: no goโŒ Stock rocketed past $1 and stayed above the past month or so Epic squeeze and series of events from Dec (see next tweet) ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-01-31T11:03Z [----] followers, [---] engagements

"Story ๐Ÿ‘‡๐Ÿ‘€: Insider purchases ๐Ÿ’ต Followed by stealth Christmas shopping from Point72 ๐ŸŽ…๐ŸŽ„๐ŸฆŒ๐ŸŽ‰ Then big PIPE in Jan ๐Ÿš€๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹ Fairy tale winter for Century $IPSC โ„ https://x.com/TohJah7809/status/2012588027554807943s=20 $IPSC OK PIPE-driven 13G filing dump for Century: TCGX/ Chen Yu: 9.9% as of Jan [--] (PIPE lead) Deep Track/ David Kroin: 7.34% a/o Jan [--] RA Capital/ Peter Kolchinsky/ Rajeev Shah: 9.9% as of Jan [--] Venrock/ Nimish Shah/ Bong Y. Koh: 7.1% as of Jan [--] Commodore/ Robert https://t.co/0GiuL2iKOn https://x.com/TohJah7809/status/2012588027554807943s=20 $IPSC OK PIPE-driven 13G filing dump"
X Link 2026-01-31T11:03Z [----] followers, [---] engagements

"Ark's Research: DeepMinds AlphaGenome Could Transform How We Understand Dark Matter $XLV $XBI $ARKG $GOOG ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-06T15:47Z [----] followers, [---] engagements

"Ark's Research: Grails Regulatory Milestone Highlights The Future Of MCED $XLV $XBI $ARKG $GRAL $EXAS $ABT FYI $TWST $GH $NTRA ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-06T15:55Z [----] followers, [---] engagements

"Biotech is (was) in a bear market for the last [--] years with multiple false springs in between. Very tempted to say last Apr marked the bottom (for real) $XLV $XBI $IBB $ARKG $BBC $CANC ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Biotech IPOs value/# are above same period of any year in the last decade outside of [----]. Liquidity also improving. Looking at a sample set of 300+ biotech stocks daily shares traded is up 50% since a year ago. Via Leerink $XBI $IBB $BBC https://t.co/7yyi0bQwlv Biotech IPOs value/# are above same period of any year in the last decade outside of [----]. Liquidity also"
X Link 2026-02-06T17:12Z [----] followers, [---] engagements

"$PACB Not all immune cells behave like textbooks say. New blog: Dr. Santosha Vardhana shows how HiFi long read RNA reveals hidden transcript isoforms + real immune diversity in cancer data. If you build hypotheses from single cell data this is worth a read ๐Ÿ‘‡ https://t.co/OEKc82oysC Not all immune cells behave like textbooks say. New blog: Dr. Santosha Vardhana shows how HiFi long read RNA reveals hidden transcript isoforms + real immune diversity in cancer data. If you build hypotheses from single cell data this is worth a read ๐Ÿ‘‡ https://t.co/OEKc82oysC"
X Link 2026-02-06T17:15Z [----] followers, [---] engagements

"Top hospital brands ๐Ÿ”Ÿ SGH ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Health systems compete globally for talent research funding referrals and patient trust. But which hospital leads on brand value worldwide ๐Ÿฅ Here we rank academic medical centers using data from our partner @BrandFinance via its [----] Global Top [---] Hospitals report. https://t.co/Gf39RH0Fh8 Health systems compete globally for talent research funding referrals and patient trust. But which hospital leads on brand value worldwide ๐Ÿฅ Here we rank academic medical centers using data from our partner @BrandFinance via its [----] Global"
X Link 2026-02-06T17:18Z [----] followers, [---] engagements

"Stomach cancer risk factors ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Age smoking bacteria genetic mutations together can raise risk of stomach cancer: Singapore study https://t.co/6sy0K7LiGo Age smoking bacteria genetic mutations together can raise risk of stomach cancer: Singapore study https://t.co/6sy0K7LiGo"
X Link 2026-02-07T04:39Z [----] followers, [---] engagements

"Link to interview w/ Perceptive boss Joe Edelman ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‚ Thank you @BiotechTV https://www.biotechtv.com/post/joseph-edelman-perceptive-advisors-january-15-2026 https://www.biotechtv.com/post/joseph-edelman-perceptive-advisors-january-15-2026"
X Link 2026-02-07T10:23Z [----] followers, [---] engagements

"Happy weekend all cheers ๐Ÿพ๐Ÿฅ‚๐Ÿป๐ŸŽ‰๐Ÿฅณ๐Ÿฝ๐Ÿฅ˜๐Ÿ•๐Ÿ”๐ŸŒญ๐Ÿฟ๐ŸŽฅ๐Ÿ“บโšฝโ›ณ๐Ÿšต๐Ÿ›ซ๐Ÿš—๐Ÿ‘ถ๐Ÿ•๐Ÿ›Œ๐ŸŒ…๐Ÿ™๐Ÿ”๐Ÿ๐ŸŒŠ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉน๐Ÿฉธ๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Stocks ๐Ÿ“ˆ๐Ÿ“‰ Bonds ๐Ÿ“„๐Ÿ“ƒ FX: ๐Ÿ’ต๐Ÿ’ถ๐Ÿ’ท๐Ÿ’ด Commods: ๐Ÿ›ข๐Ÿ…๐Ÿฅˆ"
X Link 2026-02-07T16:10Z [----] followers, [---] engagements

"RT @yaireinhorn: ๐Ÿšจ๐ŸšจWOW Not only did $NVO has finally announced that it has filed a lawsuit against $HIMS but Novo Nordisk is suing for in"
X Link 2026-02-09T14:37Z [----] followers, [--] engagements

"FYI $ARCT Today weve announced that Gordon Naylor has been appointed interim ChiefExecutiveOfficer and Managing DirectorfollowingDrPaul McKenzies decision to retire. Read more: https://t.co/ymHTLP5Rik https://t.co/QKyXAj7M9l Today weve announced that Gordon Naylor has been appointed interim ChiefExecutiveOfficer and Managing DirectorfollowingDrPaul McKenzies decision to retire. Read more: https://t.co/ymHTLP5Rik https://t.co/QKyXAj7M9l"
X Link 2026-02-10T06:59Z [----] followers, [---] engagements

"$VRTX x $CRSP โœ‹๐Ÿพ Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB"
X Link 2026-02-13T18:37Z [----] followers, [---] engagements

"$ABT $EXAS Exact Announces Record Q4 and FY [----] Results Merger w/ Abbott to close in [----] Q2 ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-14T07:20Z [----] followers, [---] engagements

"$ZLAB Zai Lab Announces Updated Phase [--] Data for Zocilurtatug Pelitecan (formerly ZL-1310) Demonstrating Potential as a First-in-Class/Best-in-Class DLL3-Targeted ADC for Small Cell Lung Cancer and Initiation of Global Phase [--] Registrational Study Updated p1 data for DLL-3 ADC for lung cancer ๐Ÿซ Good safety decent efficacy โœ… P3 initiated for 2L 1L will be initiated in [----] ๐Ÿ‘ Comparison of this Oct (AACR) update vs Jun data ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1987188541546512824 https://twitter.com/i/web/status/1987188541546512824"
X Link 2025-11-08T16:00Z [----] followers, [---] engagements

"$ZLAB Zai Lab Announces Approval of COBENFY (xanomeline and trospium chloride/ KarXT) in China a First-in-Class Therapy for Schizophrenia Schizo affects nearly 24m worldwide 8m in China This approval triggered Santa rally for Zai Lab this week +4% ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐Ÿฅณ Stock is valued at $2b now -$0.8b cash = $1.26b/$0.46b = 2.7x current sales cheap Zai Lab is a value trade offering access to China bio market ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2004884306120831079 https://twitter.com/i/web/status/2004884306120831079"
X Link 2025-12-27T11:57Z [----] followers, [---] engagements

"$IPSC OK here's a big news from Century: $135m PIPE led by TCGX + other marquee names: RA Commodore Deep Track RTW Venrock Fund T1D programme: IND in [----] initial clinical data in [----] Cash runway to [----] Q1 ๐Ÿ˜ต [----] Q4 pro-forma cash should be $230m+ I guess Stock 3x in the past month lol (still cheap trading deeply under cash) So in Dec CEO + CSO triggered a Santa rally ๐ŸŽ…๐Ÿ‘‡๐Ÿ‘€ Then Point72 topped up right before Christmas ๐ŸŽ„ Jan 2026: this news came out what a squeeze ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€๐ŸŽ† ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $IPSC Century's CSO bought $49k shares last week before Christmas helping"
X Link 2026-01-11T05:05Z [----] followers, [----] engagements

"$IPSC OK PIPE-driven 13G filing dump for Century: TCGX/ Chen Yu: 9.9% as of Jan [--] (PIPE lead) Deep Track/ David Kroin: 7.34% a/o Jan [--] RA Capital/ Peter Kolchinsky/ Rajeev Shah: 9.9% as of Jan [--] Venrock/ Nimish Shah/ Bong Y. Koh: 7.1% as of Jan [--] Commodore/ Robert Egen Atkinson/ Michael Kramarz: 7.1% as of Jan [--] Who doesn't own Century at this point lol Bio shitco doubled in two weeks gogogo ๐Ÿ”บ๐Ÿ“ˆ๐ŸŒ‹๐Ÿš€๐ŸŽ‡๐ŸŽ†๐Ÿ”ฅ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2012588027554807943 https://twitter.com/i/web/status/2012588027554807943"
X Link 2026-01-17T18:09Z [----] followers, [---] engagements

"Ark's Research: A Flurry Of Events Is Unfolding In Genetic Medicine $XLV $XBI $ARKG $NTLA $RGNX $LLY @arcinstitute FYI $BEAM $CRSP $PRME ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-06T15:51Z [----] followers, [---] engagements

"Really enjoyed listening to this interview with Perceptives boss Joe Edelman one of the best in our business (bio investing) $XLV $XBI $ARKG $PRAX $RYTM $CELC Perceptive family of portfolios 2025/ historical recap: good nice to see M&A 2021-2022 went under too much [----] outlook (๐Ÿ’ช๐Ÿฝ) The FDA (just a little worried on staffing not too worried) His investment style and book Discussion on [--] top names ๐Ÿ‘†๐Ÿพ Overhyped: gene editing (slightly but rationalising to what it is good for) Underhyped: gene therapy China Future for those who want to join this biz (sounds bright long runways in e.g."
X Link 2026-02-07T10:22Z [----] followers, [---] engagements

"@Biotech2k1 ๐Ÿ‘Œ๐Ÿพ Ill be waiting Two risk events: 1) 13F: Darwin Global - did they take profit in Q4 Report should be out soon they own 10% of $INSM ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘€ (3/4 of their book ๐Ÿคฏ) 2) Q4 earnings/ guidance: should be good like JPM - will market then fade it ๐Ÿ˜‹"
X Link 2026-02-13T13:13Z [----] followers, [---] engagements

"$CRBU Caribou ๐ŸฆŒ Announces Late-Breaking Presentations at the [----] Tandem Meetings of ASTCT and CIBMTR Data presentation from Nov [----] disclosure Decent allo CAR-T data for blood cancers but feel very much like a CD19/ BCMA me-too from the 2020-2021 bio bubble era ๐Ÿฅฑ Stock at $148m cash level ($159m in Q3) Flat so far this year Have not participated in small cap/ shitco/ bio rally. ๐Ÿคฆโ™‚ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2022570475642032353 https://twitter.com/i/web/status/2022570475642032353"
X Link 2026-02-14T07:15Z [----] followers, [---] engagements

"$TWST Artisan Partners owns 9.5% of Twist a/o [----] Dec [--] in 13G filing ๐Ÿ‘‡๐Ÿ‘€ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-14T07:26Z [----] followers, [---] engagements

"$RLAY Relay Announces Zovegalisib Granted Breakthrough Therapy Designation (BTD) by the FDA for PI3K-mutant HR+/HER2- Advanced Breast Cancer (Feb [--] news) 40% of patients with HR+/HER2- advanced breast cancer harbor PI3K mutations and most experience disease recurrence or progression following treatment with CDK4/6 inhibitors Data for the 400mg BID fed (P3 dose) will be presented for the first time at ESMO Targeted Anticancer Congress [----] on March [--] (Mon) ๐Ÿ—“โ— Zovegalisib's IND [----] Q4 so +5.2Y = [----] Q4 or [----] Q1 ๐Ÿ˜ Stock +9% YTD ๐Ÿฆพ๐Ÿ”บ๐Ÿ“ˆ๐Ÿš€ I'm waiting for triple data: that's the real"
X Link 2026-02-14T07:44Z [----] followers, [--] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/us-fda-approves-novocures-optune-paxr-treatment-locally-advanced https://ir.zailaboratory.com/news-releases/news-release-details/us-fda-approves-novocures-optune-paxr-treatment-locally-advanced"
X Link 2026-02-14T07:56Z [----] followers, [--] engagements

"FYI $FATE $IPSC $SANA $CRSP ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $KYTX $BMY New Autoimmune Disease CAR T Results a Tremendous Success https://t.co/Y4oJk9ukuE https://t.co/nxh4nhqORx $KYTX $BMY New Autoimmune Disease CAR T Results a Tremendous Success https://t.co/Y4oJk9ukuE https://t.co/nxh4nhqORx"
X Link 2026-02-13T12:41Z [----] followers, [---] engagements

"News release: https://investor.cariboubio.com/news-releases/news-release-details/caribou-biosciences-announces-late-breaking-presentations-2026 https://investor.cariboubio.com/news-releases/news-release-details/caribou-biosciences-announces-late-breaking-presentations-2026"
X Link 2026-02-14T07:15Z [----] followers, [--] engagements

"$TWST William Blair owns 9.7% of Twist a/o [----] Dec [--] in 13G filing ๐Ÿ‘‡๐Ÿ‘€ 10% ownership: you don't need to file Form [--] (a little more burdensome for =10% outside shareholders) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2026-02-14T07:29Z [----] followers, [---] engagements

"$NVCR $ZLAB FDA Approves Novocures Optune Pax for the Treatment of Locally Advanced Pancreatic Cancer Finally after nearly [--] years something for locally-advanced pancreatic cancer Optune Pax is a wearable medical device that delivers Tumor Treating Fields (TTFields) alternating electric fields that disrupt cancer cell replication to cause cell death providing a new treatment approach for pancreatic tumors Novocure +9% only on the week on this news ๐Ÿ˜… ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2022580681952358443 https://twitter.com/i/web/status/2022580681952358443"
X Link 2026-02-14T07:56Z [----] followers, [---] engagements

"$NVCR $ZLAB physics x biology ๐Ÿ‘‡๐Ÿ‘€ https://x.com/ozdogan_md/status/2022342109030654174s=20 [--] Years Later: A New Hope for Pancreatic Cancer ๐ŸŽ— #FDA has approved @Novocure 's #Optune Pax the first wearable electric field therapy for locally advanced pancreatic cancer. This non-invasive drug-free device uses TTFields technology to physically disrupt cancer cell https://t.co/jeRS6LYfYX https://x.com/ozdogan_md/status/2022342109030654174s=20 [--] Years Later: A New Hope for Pancreatic Cancer ๐ŸŽ— #FDA has approved @Novocure 's #Optune Pax the first wearable electric field therapy for locally advanced"
X Link 2026-02-14T07:56Z [----] followers, [---] engagements

"My updated shopping wishlist: $BPMC sub-$70 (not happening) $SANA low or sub-$6 (hard to achieve) $CRBU sub-$4 ๐ŸŽฏ (done) $RLAY sub-$6 ๐ŸŽฏ (done) $IDNA not buying $PACB not adding Sana & Blueprint levels arent happening so Im done now โœ… My updated shopping wishlist (yes you can mock me): $BPMC sub-$70 $SANA low or sub-$6 $CRBU sub-$4 ๐ŸŽฏ $RLAY sub-$6 (near cash so free FGFR2) $IDNA low or sub-$20 $PACB not adding I'm not chasing - nothing is done if they don't come My updated shopping wishlist (yes you can mock me): $BPMC sub-$70 $SANA low or sub-$6 $CRBU sub-$4 ๐ŸŽฏ $RLAY sub-$6 (near cash so"
X Link 2024-05-05T12:20Z [----] followers, [----] engagements

"OK bio earnings dump ๐Ÿ‘‡ $CRBU: Cash at $346m runway to Q1 [----] -8% for the week it's trading at $320m below cash cheap"
X Link 2024-05-11T13:42Z [----] followers, [----] engagements

"$IPSC ok bio earnings tweet storm continues with Century: $250m cash runway to [----] Traded flat for the week pretty much valued at cash now This new boss looks ambitious So you'll be buying the pipeline for free ๐Ÿคทโ™‚ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿ’‰๐ŸŒก๐Ÿฉธ๐Ÿ’Š"
X Link 2024-05-11T14:10Z [----] followers, [----] engagements

"$CRBU Caribou is going to DC for ACR in Nov ๐Ÿ›ซ๐Ÿ™๐Ÿ—“ Pre-clinical data ๐ŸฆŒ๐Ÿ๐Ÿต ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐Ÿ’‰๐ŸŒก๐Ÿ’Š๐Ÿฉธ"
X Link 2024-09-28T08:23Z [----] followers, [----] engagements

"$IPSC Centure management changes announced in late Sep - must have caused the share price spike then new CFO new CSO (acquiree Clade's CEO formerly from $CRSP and $SANA) current CSO will be advisor (polite way to go) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿ’‰๐ŸŒก๐Ÿค’๐Ÿฉธ๐Ÿ’Š"
X Link 2024-10-05T16:15Z [----] followers, [----] engagements

"@CGTNOfficial Known as Deepavali ๐Ÿช” here in cant wait to enjoy all the delights"
X Link 2024-10-16T14:13Z [----] followers, [----] engagements

"$CRBU Caribou Q3 results: $281m cash runway to [----] H2 +21% this week on results amidst broad market rally ๐Ÿ“ˆ๐Ÿš€ Still trading under cash at $242m ๐Ÿ˜ต ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿ’Š They're busy over next [--] months w/ blood cancer and autoimmune progs"
X Link 2024-11-09T10:44Z [----] followers, [----] engagements

"$IPSC Q3 results dump continues w/ Century: $245m cash runway to [----] H2 +16% this week on results amidst broad market rally Trading at $122m deeply under cash Keeps breaking new low - heavily shorted w/ no big upcoming catalyst"
X Link 2024-11-09T11:13Z [----] followers, [---] engagements

"$RLAY Q4 results: Focus is on p3 trial: RLY-2608 + fulvestrant doublet combo in PI3K-mutated HR+/HER2- advanced breast cancer patients previously treated with a CDK4/6 inhibitor Continue to advance two triple combos but not indicated as [----] milestone ๐Ÿ˜ฅ $780m cash ($4.66/share) -13% this week amidst broad market decline Trading deep under cash: market is not convinced that their PI3K inhibitor has any value. ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-03-01T07:31Z [----] followers, [----] engagements

"$SANA Q4 results: Busy w/ multiple programmes: type [--] diabetes blood cancers auto-immune diseases and an in vivo prog The t1d IND is not going to happen this year $152.5m cash fast dwindling -20% early reaction ๐Ÿ“‰๐Ÿ”ฅ (market is broadly down as well) Clinical data updates look sparse this year - door is open for shorts"
X Link 2025-03-18T15:48Z [----] followers, [----] engagements

"$IPSC Century Q4 results last week: Focusing on auto-immune diseases discontinue a programme in late-stage blood cancer $220m cash ($2.55/ sh) runway to Q4 [----] Trading very deeply under cash 51/ share -25% last [--] month so bios get smashed"
X Link 2025-03-29T11:09Z [----] followers, [---] engagements

"$IPSC Century's Q2 results: Just [--] clinical programme: auto-immune disease p1 data by end [----] Allo-Evasion [--] and non-immune iPSC are in pre-clinical stage ๐Ÿฅฑ Cash $158.5m runway to [----] Q4 Trading very deeply under cash ($1.83/ share) ๐Ÿ˜ต๐Ÿ’ซ Stock +10% this week amidst broad bio rally ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-08-17T15:44Z [----] followers, [----] engagements

"Quick investment profile of $ZLAB (9688 HK) ๐Ÿ“ˆ๐Ÿ“‘ h/t @Biotech2k1 Zai Lab investment thesis: offers access to China oncology market & innovation ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1957113843727147350 https://twitter.com/i/web/status/1957113843727147350"
X Link 2025-08-17T16:14Z [----] followers, [----] engagements

"Summary: $ZLAB offers China oncology market & innovation access vs the following trade-offs: No M&A premium (obviously) Trade tensions/ US-CN geopolitical risk: genuine risk which must be considered"
X Link 2025-08-17T16:14Z [----] followers, [---] engagements

"$ZLAB Zai Lab Announces China NMPA Grants Innovative Medical Device Designation for Tumor Treating Fields (TTFields) for Patients with Pancreatic Cancer ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-08-22T11:46Z [----] followers, [---] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-china-national-medical-products-administration https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-china-national-medical-products-administration"
X Link 2025-08-22T11:46Z [----] followers, [---] engagements

"Prompt: Read the press release at: (provide link) Acting as an equity research analyst build a disciplined back-of-the-envelope valuation for $ZLAB that arrives at an intrinsic price-per-share estimate for the company based on the DLL3 ADC asset alone 1) Summarize the key clinical findings mechanism of action and development stage 2) Lay out your core commercial assumptions addressable population segments (US and China) likely net pricing per year (with ex-US discount) uptake curve and peak-year volume. State your sources or analogues for each assumption. 3) Estimate cost structure: COGS plus"
X Link 2025-08-23T16:49Z [----] followers, [---] engagements

"@Biotech2k1 $ZLAB's news release for the DLL3 ADC p1 data: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-presents-positive-phase-1-data-zl-1310-dll3-targeted-adc https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-presents-positive-phase-1-data-zl-1310-dll3-targeted-adc"
X Link 2025-08-23T16:49Z [----] followers, [---] engagements

"$AMGN x $ZLAB ๐Ÿ‘‡๐Ÿฝ Zai Lab smashed ๐Ÿ“‰๐Ÿ”ป Wow so $AMGN slipped out that bemarituzumab's positive final OS analysis slipped into negative territory at longer follow-up. $ZLAB off 6% yesterday -4% premarket today https://t.co/W6TdNDHlzj Wow so $AMGN slipped out that bemarituzumab's positive final OS analysis slipped into negative territory at longer follow-up. $ZLAB off 6% yesterday -4% premarket today https://t.co/W6TdNDHlzj"
X Link 2025-09-04T12:28Z [----] followers, [---] engagements

"$ZLAB TIVDAK (tisotumab vedotin-tftv) approved in HK This is $GMAB and $PFE's ADC for recurrent or metastatic cervical cancer Approved by the FDA is the US in Apr [----] Now approved in HK Under review in mainland China Zai Lab has exclusive license from Pfizer in Greater China (CN HK TW MO) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1964253567008854316 https://twitter.com/i/web/status/1964253567008854316"
X Link 2025-09-06T09:05Z [----] followers, [----] engagements

"$ZLAB news from $AMGN: bemarituzumab (anti FGFR2b) combo w/ chemo for 1L gastric cancer: FORTITUDE-101 p3 trial completed Final analysis OS less than interim analysis ๐Ÿ˜ฑ๐Ÿ˜ต๐Ÿ’ซ Zai Lab will wait for FORTITUDE-102 results: bemarituzumab + Nivolumab/ Opdivo + chemo combo (expected end [----] or [----] H1) $ZLAB stock -6% for the week: dipped on this news then partially bounced yesterday $AMGN flat for the week ( $XBI +6% ๐Ÿฆพ) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1964275859734647108 https://twitter.com/i/web/status/1964275859734647108"
X Link 2025-09-06T10:33Z [----] followers, [---] engagements

"@AxiaozCn @Biotech2k1 With the US (Trump) canning FCPA Zai Lab should be able to "encourage" doctors to prescribe their drugs right One good thing about $ZLAB at the moment is it's cheap: the valuation provides buffer for it to miss on earnings"
X Link 2025-09-06T16:56Z [----] followers, [---] engagements

"Zai Lab partner news: Vertex kidney portfolio updates ๐Ÿ‘‡๐Ÿ‘€ $VRTX $ZLAB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-09-27T08:59Z [----] followers, [---] engagements

"$ZLAB Q3 earnings: Double miss + lower guidance ๐Ÿคฆโ™€๐Ÿคฆโ™‚ [----] revenue now = $460m (vs $560m-$590m previously) Q3 sales growth only 14% No longer "on track to achieve adjusted profitability in [----] Q4" - I guess they'll achieve it in [----] Share price crushed -19% this week ๐Ÿ”ป๐Ÿ“‰๐Ÿ”ฅ $817m cash trading at $2.65b - this is a cheap stock (China discount) ๐Ÿคทโ™‚ I'm long and will add in coming months Busy pipeline ๐Ÿ‘‡๐Ÿ‘€ and they move fast โ— ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1987192660441116904 https://twitter.com/i/web/status/1987192660441116904"
X Link 2025-11-08T16:17Z [----] followers, [---] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-third-quarter-2025-financial-results-and https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-third-quarter-2025-financial-results-and"
X Link 2025-11-08T16:17Z [----] followers, [---] engagements

"$IPSC Century enters the type [--] diabetes race ๐Ÿƒโ™‚๐Ÿƒโ™€๐Ÿ’จ๐Ÿ IND submission planned in [----] ๐Ÿฅฑ Let's duke it out w/ $SANA ๐Ÿข t1d population: 9m globally 2m in the US ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-11-22T07:45Z [----] followers, [----] engagements

"$IPSC Century's Q3 results: Entering t1d race ๐Ÿƒโ™€๐Ÿƒโ™‚๐Ÿ’จ๐Ÿ Autoimmune race: dropping its own CALiPSO-1 programme relying on sponsored trial (by the Germans) $133m cash runway to [----] Q4 Stock +2% this week amidst broad bio rally yesterday Trading deeply under cash: being in NASDAQ's Capital Market tier feels like a graveyard ๐Ÿชฆ - unable to participate in broad bio rallies (I guess many fund mandates avoid Capital Market tier) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-11-22T07:56Z [----] followers, [---] engagements

"$ZLAB Zai Lab Announces Dosing of First Participant in Global Phase 1/1b study of ZL-1503 an IL-13/IL-31R Bispecific Antibody for the Treatment of Atopic Dermatitis P1 1st patient dosed IL-13/IL-31R bispecific antibody Atopic Dermatitis (AD) (eczema) Zai Lab moves fast ๐Ÿ‘๐Ÿƒ๐Ÿ’จ Stock's been crushed: -50% in past [--] months Cheap value trade: $1.93b - $0.8b cash = $1.13b 2.5x current sales ($460m) ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/2001974988757434552 https://twitter.com/i/web/status/2001974988757434552"
X Link 2025-12-19T11:16Z [----] followers, [---] engagements

"$KYMR Our team came together for a lively aprsski celebration to wrap up another year of teamwork progress and big accomplishments๐ŸŽฟโ„ With curling showdowns DIY snow globes and wellearned toasts the night was filled with winterwonderland fun.๐ŸฅŒ A huge thank you to every https://t.co/4Q9RWX6m6r Our team came together for a lively aprsski celebration to wrap up another year of teamwork progress and big accomplishments๐ŸŽฟโ„ With curling showdowns DIY snow globes and wellearned toasts the night was filled with winterwonderland fun.๐ŸฅŒ A huge thank you to every https://t.co/4Q9RWX6m6r"
X Link 2025-12-26T15:27Z [----] followers, [---] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-approval-cobenfy-xanomeline-and-trospium https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-approval-cobenfy-xanomeline-and-trospium"
X Link 2025-12-27T11:57Z [----] followers, [---] engagements

"News release: $IPSC https://investors.centurytx.com/news-releases/news-release-details/century-therapeutics-secures-oversubscribed-135-million-private https://investors.centurytx.com/news-releases/news-release-details/century-therapeutics-secures-oversubscribed-135-million-private"
X Link 2026-01-11T05:05Z [----] followers, [---] engagements

"Bernstein [----] bio outlook $VRTX $REGN $BBIO $BMRN $ALNY $BEAM ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Bernstein;" US Biotech 2026: Biotech is back Upgrading $VRTX to Outperform and top pick + $BEAM Top pick." $REGN $BIIB $BBIO $IONS $BMRN $ARWR $CRSP $DYN $SRPT $BHVN $NTLA $ALLO https://t.co/tJ2wqPuW2k Bernstein;" US Biotech 2026: Biotech is back Upgrading $VRTX to Outperform and top pick + $BEAM Top pick." $REGN $BIIB $BBIO $IONS $BMRN $ARWR $CRSP $DYN $SRPT $BHVN $NTLA $ALLO https://t.co/tJ2wqPuW2k"
X Link 2026-01-12T13:28Z [----] followers, [---] engagements

"Cell Atlas $ILMN x $LLY x $MRK x $AZN ๐Ÿ”ฅ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will help researchers including founding participants https://t.co/nwaxk8QLdw [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will"
X Link 2026-01-14T13:25Z [----] followers, [---] engagements

"$ILMN ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• The Illumina 5-base solution enables combined methylation and variant calling in a single run providing a streamlined workflow and richer context for biomarker research in cancer and genetic disease. Explore the science behind the Illumina 5-base solution: https://t.co/4rv4mvLY7B The Illumina 5-base solution enables combined methylation and variant calling in a single run providing a streamlined workflow and richer context for biomarker research in cancer and genetic disease. Explore the science behind the Illumina 5-base solution:"
X Link 2026-01-23T15:33Z [----] followers, [---] engagements

"Atopic Dermatitis (eczema) $REGN $SNY $ZLAB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• Final results - hottest space in biotech https://t.co/R0OEojmsPn Final results - hottest space in biotech https://t.co/R0OEojmsPn"
X Link 2026-01-23T16:07Z [----] followers, [---] engagements

"Dupi ๐Ÿ‘‘ $SNY $REGN ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp $SNY $REGN #Dupixent growth is just impressive. $CRVS $NKTR $KYMR https://t.co/FPj7yrfHfp"
X Link 2026-01-30T12:17Z [----] followers, [---] engagements

"RT @BiopharmIQ: ๐Ÿ“Œ Biotech Stock News 2/6 @ Open $ROIV 18% Mosliciguat & Brepocitinib Trial Updates $DNLI 5% TransportVehicle Progress Upd"
X Link 2026-02-06T15:38Z [----] followers, [--] engagements

"$CRBU ๐ŸฆŒCaribou's JPM updates: Joins autoimmune race ๐Ÿ‡๐Ÿƒโ™€๐Ÿ’จ Blood cancer updates in H1 [----] plans to start p3 pending partial HLA matching data $281m cash as of Q3 [----] runway to H2 [----] Trading at $137m way under cash: down small -10% YTD"
X Link 2025-01-25T08:59Z [----] followers, [---] engagements

"$CRBU [----] H1: will present data on blood cancer programmes Autoimmune programme advancing $249m cash ($2.75/ share) -12% this week while market is flat ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿฆ ๐Ÿงช๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-03-15T08:49Z [----] followers, [---] engagements

"$CRBU big restructuring announcement from last week: Pipeline reduced to just 2: lymphoma and myeloma - clinical updates in H2 [----] Dropped leukemia & auto-immune disease programmes Laying off 1/3rd of workforce Cash runway H2 [----] Cash = $212.5m in Q1 ($2.28/ share) Trading at $74.7m 80/ share very deeply under cash - market is betting against Rachel that this company will go under Share price -7% for the month down small ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-05-02T08:55Z [----] followers, [----] engagements

"$CRBU ๐ŸฆŒ Caribou's Q1 results: Two Phase [--] blood cancer programmes: lymphoma & multiple myeloma $212.5m cash runway to [----] H2 Trading very deeply under cash: $212.5m or $2.27/ share -14% this week ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-05-10T07:57Z [----] followers, [----] engagements

"$CRBU Caribou Q2 results last week: This co is ๐Ÿ’ฏ% focused on blood cancers Lymphoma and myeloma p1 data update in H2 this year $184m cash runway to [----] H2 Trading exactly at cash now +16% past week Hmm there's a $21m impairment - stock investment in a private company ๐Ÿค” ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-08-17T15:27Z [----] followers, [----] engagements

"$CRBU Caribou Announces Positive Data from ANTLER Phase [--] Trial Demonstrating Efficacy and Durability of Vispa-cel (CB-010) an Allogeneic CAR-T Cell Therapy on Par with Autologous CAR-T Cell Therapies Good data for lymphoma on par w/ auto CAR-T Data supports outpatient setting but lymphodepletion still required Share price short squeeze completely faded; shorts heavily reloaded -38% this week amidst broad market decline ๐Ÿ”ป๐Ÿ“‰๐Ÿ”ฅ Trading at $195m now cash level ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-11-08T11:48Z [----] followers, [---] engagements

"$CRBU Caribou Biosciences Announces Positive Data from CaMMouflage Phase [--] Trial of CB-011 in Multiple Myeloma Myeloma data is also good Stock crushed this week -38% as shorts reloaded (no more near-term catalyst to squeeze) Stock trading at cash ๐Ÿ˜ต๐Ÿ’ซ ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• https://twitter.com/i/web/status/1987179219731030084 https://twitter.com/i/web/status/1987179219731030084"
X Link 2025-11-08T15:23Z [----] followers, [----] engagements

"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-updated-phase-1-data-zocilurtatug-pelitecan https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-updated-phase-1-data-zocilurtatug-pelitecan"
X Link 2025-11-08T16:00Z [----] followers, [---] engagements

"$CRBU Caribou ๐ŸฆŒ Q3 results: Focus on oncology: good p1 ๐Ÿฅฑ data for lymphoma and myeloma ๐Ÿฉธ $159m cash runway to [----] H2 Stock -6% this week amidst market correction Finally trading slightly above cash ๐Ÿ’ต ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš•"
X Link 2025-11-16T16:25Z [----] followers, [----] engagements

"CONBENFY $BMY $ZLAB ๐Ÿฅผ๐Ÿ”ฌ๐Ÿงซ๐Ÿงช๐Ÿฆ ๐Ÿงฌ๐Ÿ’ป๐Ÿง‘๐Ÿ”ฌ๐Ÿค’๐ŸŒก๐Ÿ’‰๐Ÿฉธ๐Ÿฉน๐Ÿ’Š๐Ÿ˜ท๐Ÿฉบ๐Ÿฅโš• For many decades every schizophrenia drug depended on dopamine receptor blockade It took until [----] for an approved medicine that doesn't block dopamine and the pipeline now is now rich with new mechanisms-of-action: https://t.co/HYQVJgxM71 For many decades every schizophrenia drug depended on dopamine receptor blockade It took until [----] for an approved medicine that doesn't block dopamine and the pipeline now is now rich with new mechanisms-of-action: https://t.co/HYQVJgxM71"
X Link 2026-01-08T16:05Z [----] followers, [---] engagements

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