#  @TohJah7809 TohJah TohJah posts on X about $ipsc, $zlab, $crbu, china the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1428015800644816896/interactions)  - [--] Week [------] +580% - [--] Month [-------] +234% - [--] Months [-------] +29% - [--] Year [-------] +74% ### Mentions: [--] [#](/creator/twitter::1428015800644816896/posts_active)  - [--] Week [---] +18% - [--] Month [---] +149% - [--] Months [-----] +147% - [--] Year [-----] +194% ### Followers: [-----] [#](/creator/twitter::1428015800644816896/followers)  - [--] Week [-----] +0.10% - [--] Month [-----] +0.33% - [--] Months [-----] +4.40% - [--] Year [-----] +27% ### CreatorRank: [---------] [#](/creator/twitter::1428015800644816896/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 59.09% [finance](/list/finance) 11.36% [countries](/list/countries) 10.61% [technology brands](/list/technology-brands) 6.82% [cryptocurrencies](/list/cryptocurrencies) 6.06% [vc firms](/list/vc-firms) #509 [social networks](/list/social-networks) 2.27% [currencies](/list/currencies) 1.52% **Social topic influence** [$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 $MRK of course King Keytruda ๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and divided indications to blue ocean or red ocean based on magnitude of improvement. Biggest progress was in melanoma and renal cancer (PD1/CTLA4) https://t.co/0H224jooI8 Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and" [X Link](https://x.com/TohJah7809/status/2014364482559234450) 2026-01-22T15:48Z [----] followers, [---] engagements "$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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ $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 ๐๐ฝ Will add this market colour: Invitae is an $ARKK baby and been crushed by Ark shorts. It will ๐ 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 ๐page ๐ $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 ๐ 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 ๐ Dropping this thread ๐งตfor $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: โ top-up done final clip $TWST: topping up (core done) $SANA: building small position $IPSC: same as ๐ Last month's buys๐: 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 ๐ top up Have a good weekend๐ป Last month's buys ๐: 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 ๐๐" [X Link](https://x.com/anyuser/status/1558456143231324160) 2022-08-13T14:11Z [----] followers, [--] engagements "Ark's commentaries on $TWST" [X Link](https://x.com/anyuser/status/1593825036095606786) 2022-11-19T04:34Z [----] followers, [--] engagements "@MacroAlf ๐คฆโ Sun & earth's movements are governed by laws of physics - that's hard science Market movements are not governed by any laws - it's social science Don't conflate the two" [X Link](https://x.com/TohJah7809/status/1597476057183326209) 2022-11-29T06:22Z [----] followers, [--] engagements "Meituan (3690 HK): credit valuation after Q2 results" [X Link](https://x.com/TohJah7809/status/1695049961623453833) 2023-08-25T12:26Z [----] followers, [---] engagements "$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 โ 2) Powell: Im done hiking โ 3) Yellen: Im issuing less โ 4) Jobs: printed fewer fake jobs โ There you go: UST10Y rallied [--] bps ๐๐งจ๐๐ฅ Bio book is proxy bond book: enjoy the rally โ๐ป $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. ๐ค" [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 ๐" [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 $NTLA ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐" [X Link](https://x.com/TohJah7809/status/1855193418617774522) 2024-11-09T10:19Z [----] followers, [----] engagements "Just heard you on the podcast ๐ง๐๐ w/ @Skalemba : I enjoyed every minute of the podcast You were very inspiring ๐ซก Your style of leadership of service to others of not giving up in the darkest days of 2020-2021 @CDPROJEKTRED is my fav game developer โ https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw" [X Link](https://x.com/TohJah7809/status/1868562425697726944) 2024-12-16T07:42Z [----] followers, [---] engagements "Blood cancers ๐ฉธ and antigens Let's learn hematology in 2025๐ฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty Let's learn hematology in 2025๐ฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty" [X Link](https://x.com/anyuser/status/1878605140829344024) 2025-01-13T00:49Z [----] followers, [----] engagements "$CRBU Caribou's reverse split event cancelled โ๐ฆ Closing the week strong short squeeze in sympathy with $CRSP ๐ค" [X Link](https://x.com/TohJah7809/status/1946244669765246989) 2025-07-18T16:24Z [----] followers, [----] engagements "$RLAY Q3 results: p3 doublet breast cancer trial ongoing p1/2 triplet trial ongoing p1/2 vascular malformations trial ongoing $596m cash runway to [----] ๐ต Stock been rallying quietly the past [--] months 2x (despite lack of any catalysts) - used to trade under cash ๐บ๐๐น Will there be any data updates in SABCS next month ๐ค๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/1992147359053365306 https://twitter.com/i/web/status/1992147359053365306" [X Link](https://x.com/TohJah7809/status/1992147359053365306) 2025-11-22T08:25Z [----] followers, [----] engagements "$RLAY's top๐shareholders: Strange mix of generalists and healthcare funds ๐ฅ SoftBank # 1๐คจ Point72/ SAC is another generalist๐ค(this PM had been holding for some time and been averaging down) Healthcare funds: Commodore Casdin Bellevue Tang Nextech half of top๐owners 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 $XBI ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1995886498542223813) 2025-12-02T16:03Z [----] followers, [---] engagements "$RLAY Relay's SABCS [----] data update: ๐๐ Good data top up ๐: 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง 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: ๐ฏ $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 ๐๐ ๐ฆ๐ $ZLAB final clip in the morning (HK market) ๐ $FATE final clip at night (my time) ๐ My bio book first XI โฝ is now ๐ฏโ : 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 $INSM target price levels ๐ฏ" [X Link](https://x.com/TohJah7809/status/2011758458278986074) 2026-01-15T11:12Z [----] followers, [---] engagements "$INSM big update from Insmed + prelim [----] results: Strong BRINSUPRI launch ๐ฆพ: 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/2012575217256661312) 2026-01-17T17:18Z [----] followers, [---] engagements "$PACB PacBio HiFi Adopted as First-Line Sequencing Approach to Investigate Sudden Unexplained Death in Childhood (SUDC) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/2012576117077823865) 2026-01-17T17:21Z [----] followers, [---] engagements "$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 $ARKG ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/2012577653556138211) 2026-01-17T17:27Z [----] followers, [---] engagements "$PACB PacBio JPM update prelim [----] results: Finally return to growth: Q4 +14% [----] +4%/ flat Carried by Vega the benchtop sequencer ๐ Revio large sequencer sales down ๐คฎ Consumables and services up (I suppose you can attribute them to Revio + SPRQ-Nx chemistry) $280m cash: they don't have that much left. they need to grow fast โ Good start to the year: +20% amidst broad small-cap and bio rally ๐บ๐๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2012580412653273203 https://twitter.com/i/web/status/2012580412653273203" [X Link](https://x.com/TohJah7809/status/2012580412653273203) 2026-01-17T17:38Z [----] followers, [---] engagements "$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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ PI3K/AKT/mTOR inhibitors improve outcomes in HR+ metastatic breast cancer but success depends on managing predictable early toxicities. ๐ง The practical clinic playbook focuses on four key AEs: ๐ฌ Hyperglycemia ๐ฟ Rash ๐ Stomatitis ๐ง Diarrhea ๐งช 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. ๐ง The practical clinic playbook focuses on four key AEs: ๐ฌ Hyperglycemia ๐ฟ Rash ๐" [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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1990086226917908602) 2025-11-16T15:55Z [----] followers, [----] engagements "Know your CAR-T therapy ๐๐ $CRSP $CRBU $IPSC $SANA $FATE ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 $PACB ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR" [X Link](https://x.com/TohJah7809/status/2010060733850235102) 2026-01-10T18:46Z [----] followers, [---] engagements "$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 $BMY Stock +4% in the past week amidst broad bio rally in front of #JPM26 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2010212601708597384 https://twitter.com/i/web/status/2010212601708597384" [X Link](https://x.com/TohJah7809/status/2010212601708597384) 2026-01-11T04:50Z [----] followers, [---] engagements "$IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐๐ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐บ๐๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/2010217686299812093) 2026-01-11T05:10Z [----] followers, [---] engagements "$IPSC Point72's 5.4% investment in Century (Christmas [----] shopping) ๐๐ 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 ๐๐ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐บ๐๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://t.co/4ZHQgsNFRw https://x.com/TohJah7809/status/2010217686299812093s=20 $IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐๐ Bought after CEO + CSO in Dec [----] Before" [X Link](https://x.com/TohJah7809/status/2010218097811304802) 2026-01-11T05:11Z [----] followers, [---] engagements "$ZLAB Zai Lab JPM update: Dual-Engine Strat: Western drug gateway to China + CN bio innovation to global markets ๐ 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 ๐ and squeeze started by CEO + CSO double teaming the market ๐บ๐๐๐ 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 ๐ต [----] 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 Stock rocketed past $1 and stayed above the past month or so Epic squeeze and series of events from Dec (see next tweet) ๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/2017554220506108413) 2026-01-31T11:03Z [----] followers, [---] engagements "Story ๐๐: Insider purchases ๐ต Followed by stealth Christmas shopping from Point72 ๐ ๐๐ฆ๐ Then big PIPE in Jan ๐๐บ๐๐ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ 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 ๐ https://t.co/OEKc82oysC" [X Link](https://x.com/TohJah7809/status/2019822192780013936) 2026-02-06T17:15Z [----] followers, [---] engagements "Top hospital brands ๐ SGH ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ Health systems compete globally for talent research funding referrals and patient trust. But which hospital leads on brand value worldwide ๐ฅ 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 ๐ฅ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐๐ฝ๐ 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 ๐พ๐ฅ๐ป๐๐ฅณ๐ฝ๐ฅ๐๐๐ญ๐ฟ๐ฅ๐บโฝโณ๐ต๐ซ๐๐ถ๐๐๐ ๐๐๐๐ ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉน๐ฉธ๐๐ท๐ฉบ๐ฅโ Stocks ๐๐ Bonds ๐๐ FX: ๐ต๐ถ๐ท๐ด Commods: ๐ข๐ ๐ฅ" [X Link](https://x.com/TohJah7809/status/2020168400581063156) 2026-02-07T16:10Z [----] followers, [---] engagements "RT @yaireinhorn: ๐จ๐จWOW 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 $CRSP โ๐พ Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB" [X Link](https://x.com/TohJah7809/status/2022379588182261993) 2026-02-13T18:37Z [----] followers, [---] engagements "$ABT $EXAS Exact Announces Record Q4 and FY [----] Results Merger w/ Abbott to close in [----] Q2 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/2022571706242732161) 2026-02-14T07:20Z [----] followers, [---] engagements "$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 ๐ซ Good safety decent efficacy โ P3 initiated for 2L 1L will be initiated in [----] ๐ Comparison of this Oct (AACR) update vs Jun data ๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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% ๐บ๐๐๐ฅณ Stock is valued at $2b now -$0.8b cash = $1.26b/$0.46b = 2.7x current sales cheap Zai Lab is a value trade offering access to China bio market ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2004884306120831079 https://twitter.com/i/web/status/2004884306120831079" [X Link](https://x.com/TohJah7809/status/2004884306120831079) 2025-12-27T11:57Z [----] followers, [---] engagements "$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 ๐ต [----] 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 ๐ ๐๐ Then Point72 topped up right before Christmas ๐ Jan 2026: this news came out what a squeeze ๐บ๐๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ $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 ๐บ๐๐๐๐๐๐ฅ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [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 (๐ช๐ฝ) The FDA (just a little worried on staffing not too worried) His investment style and book Discussion on [--] top names ๐๐พ 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 ๐๐พ 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 $INSM ๐๐ฝ๐ (3/4 of their book ๐คฏ) 2) Q4 earnings/ guidance: should be good like JPM - will market then fade it ๐" [X Link](https://x.com/TohJah7809/status/2022298199835435201) 2026-02-13T13:13Z [----] followers, [---] engagements "$CRBU Caribou ๐ฆ 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 ๐ฅฑ Stock at $148m cash level ($159m in Q3) Flat so far this year Have not participated in small cap/ shitco/ bio rally. ๐คฆโ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2022570475642032353 https://twitter.com/i/web/status/2022570475642032353" [X Link](https://x.com/TohJah7809/status/2022570475642032353) 2026-02-14T07:15Z [----] followers, [---] engagements "$TWST Artisan Partners owns 9.5% of Twist a/o [----] Dec [--] in 13G filing ๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [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) ๐โ Zovegalisib's IND [----] Q4 so +5.2Y = [----] Q4 or [----] Q1 ๐ Stock +9% YTD ๐ฆพ๐บ๐๐ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ $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 ๐๐ 10% ownership: you don't need to file Form [--] (a little more burdensome for =10% outside shareholders) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/2022573961444540635) 2026-02-14T07:29Z [----] followers, [---] engagements "$NVCR $ZLAB FDA Approves Novocures Optune Pax for the Treatment of Locally Advanced Pancreatic Cancer Finally after nearly [--] years something for locally-advanced pancreatic cancer Optune Pax is a wearable medical device that delivers Tumor Treating Fields (TTFields) alternating electric fields that disrupt cancer cell replication to cause cell death providing a new treatment approach for pancreatic tumors Novocure +9% only on the week on this news ๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2022580681952358443 https://twitter.com/i/web/status/2022580681952358443" [X Link](https://x.com/TohJah7809/status/2022580681952358443) 2026-02-14T07:56Z [----] followers, [---] engagements "$NVCR $ZLAB physics x biology ๐๐ https://x.com/ozdogan_md/status/2022342109030654174s=20 [--] Years Later: A New Hope for Pancreatic Cancer ๐ #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 ๐ #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 ๐ฏ (done) $RLAY sub-$6 ๐ฏ (done) $IDNA not buying $PACB not adding Sana & Blueprint levels arent happening so Im done now โ My updated shopping wishlist (yes you can mock me): $BPMC sub-$70 $SANA low or sub-$6 $CRBU sub-$4 ๐ฏ $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 ๐ฏ $RLAY sub-$6 (near cash so" [X Link](https://x.com/TohJah7809/status/1787095041980485927) 2024-05-05T12:20Z [----] followers, [----] engagements "OK bio earnings dump ๐ $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: $250m cash runway to [----] Traded flat for the week pretty much valued at cash now This new boss looks ambitious So you'll be buying the pipeline for free ๐คทโ ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐๐ก๐ฉธ๐" [X Link](https://x.com/TohJah7809/status/1789297007292506211) 2024-05-11T14:10Z [----] followers, [----] engagements "$CRBU Caribou is going to DC for ACR in Nov ๐ซ๐๐ Pre-clinical data ๐ฆ๐๐ต ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐๐ก๐๐ฉธ" [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 $SANA) current CSO will be advisor (polite way to go) ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐๐ก๐ค๐ฉธ๐" [X Link](https://x.com/TohJah7809/status/1842599490798403706) 2024-10-05T16:15Z [----] followers, [----] engagements "@CGTNOfficial Known as Deepavali ๐ช here in cant wait to enjoy all the delights" [X Link](https://x.com/TohJah7809/status/1846555095288496275) 2024-10-16T14:13Z [----] followers, [----] engagements "$CRBU Caribou Q3 results: $281m cash runway to [----] H2 +21% this week on results amidst broad market rally ๐๐ Still trading under cash at $242m ๐ต ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ They're busy over next [--] months w/ blood cancer and autoimmune progs" [X Link](https://x.com/TohJah7809/status/1855199844291449082) 2024-11-09T10:44Z [----] followers, [----] engagements "$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 ๐ฅ $780m cash ($4.66/share) -13% this week amidst broad market decline Trading deep under cash: market is not convinced that their PI3K inhibitor has any value. ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1895738581538443772) 2025-03-01T07:31Z [----] followers, [----] engagements "$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 $152.5m cash fast dwindling -20% early reaction ๐๐ฅ (market is broadly down as well) Clinical data updates look sparse this year - door is open for shorts" [X Link](https://x.com/TohJah7809/status/1902024353723945241) 2025-03-18T15:48Z [----] followers, [----] engagements "$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 ๐ฅฑ Cash $158.5m runway to [----] Q4 Trading very deeply under cash ($1.83/ share) ๐ต๐ซ Stock +10% this week amidst broad bio rally ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1957106152921260199) 2025-08-17T15:44Z [----] followers, [----] engagements "Quick investment profile of $ZLAB (9688 HK) ๐๐ h/t @Biotech2k1 Zai Lab investment thesis: offers access to China oncology market & innovation ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [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 ๐๐ฝ Zai Lab smashed ๐๐ป 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 $PFE's ADC for recurrent or metastatic cervical cancer Approved by the FDA is the US in Apr [----] Now approved in HK Under review in mainland China Zai Lab has exclusive license from Pfizer in Greater China (CN HK TW MO) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/1964253567008854316 https://twitter.com/i/web/status/1964253567008854316" [X Link](https://x.com/TohJah7809/status/1964253567008854316) 2025-09-06T09:05Z [----] followers, [----] engagements "$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 ๐ฑ๐ต๐ซ 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% ๐ฆพ) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐๐ $VRTX $ZLAB ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1971862183199101229) 2025-09-27T08:59Z [----] followers, [---] engagements "$ZLAB Q3 earnings: Double miss + lower guidance ๐คฆโ๐คฆโ [----] 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 ๐ป๐๐ฅ $817m cash trading at $2.65b - this is a cheap stock (China discount) ๐คทโ I'm long and will add in coming months Busy pipeline ๐๐ and they move fast โ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/1987192660441116904 https://twitter.com/i/web/status/1987192660441116904" [X Link](https://x.com/TohJah7809/status/1987192660441116904) 2025-11-08T16:17Z [----] followers, [---] engagements "News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-third-quarter-2025-financial-results-and https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-third-quarter-2025-financial-results-and" [X Link](https://x.com/TohJah7809/status/1987192663008026869) 2025-11-08T16:17Z [----] followers, [---] engagements "$IPSC Century enters the type [--] diabetes race ๐โ๐โ๐จ๐ IND submission planned in [----] ๐ฅฑ Let's duke it out w/ $SANA ๐ข t1d population: 9m globally 2m in the US ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1992137262210146642) 2025-11-22T07:45Z [----] followers, [----] engagements "$IPSC Century's Q3 results: Entering t1d race ๐โ๐โ๐จ๐ Autoimmune race: dropping its own CALiPSO-1 programme relying on sponsored trial (by the Germans) $133m cash runway to [----] Q4 Stock +2% this week amidst broad bio rally yesterday Trading deeply under cash: being in NASDAQ's Capital Market tier feels like a graveyard ๐ชฆ - unable to participate in broad bio rallies (I guess many fund mandates avoid Capital Market tier) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1992140191298158835) 2025-11-22T07:56Z [----] followers, [---] engagements "$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 ๐๐๐จ Stock's been crushed: -50% in past [--] months Cheap value trade: $1.93b - $0.8b cash = $1.13b 2.5x current sales ($460m) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2001974988757434552 https://twitter.com/i/web/status/2001974988757434552" [X Link](https://x.com/TohJah7809/status/2001974988757434552) 2025-12-19T11:16Z [----] followers, [---] engagements "$KYMR Our team came together for a lively aprsski celebration to wrap up another year of teamwork progress and big accomplishments๐ฟโ With curling showdowns DIY snow globes and wellearned toasts the night was filled with winterwonderland fun.๐ฅ 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 accomplishments๐ฟโ With curling showdowns DIY snow globes and wellearned toasts the night was filled with winterwonderland fun.๐ฅ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 $AZN ๐ฅ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will help researchers including founding participants https://t.co/nwaxk8QLdw [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will" [X Link](https://x.com/TohJah7809/status/2011429536098115823) 2026-01-14T13:25Z [----] followers, [---] engagements "$ILMN ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ $SNY $REGN ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ $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: ๐ 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 ๐ฆCaribou's JPM updates: Joins autoimmune race ๐๐โ๐จ 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 ($2.75/ share) -12% this week while market is flat ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1900831751821554025) 2025-03-15T08:49Z [----] followers, [---] engagements "$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 $74.7m 80/ share very deeply under cash - market is betting against Rachel that this company will go under Share price -7% for the month down small ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1918227898764541987) 2025-05-02T08:55Z [----] followers, [----] engagements "$CRBU ๐ฆ 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 $2.27/ share -14% this week ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1921112425438294192) 2025-05-10T07:57Z [----] followers, [----] engagements "$CRBU Caribou Q2 results last week: This co is ๐ฏ% 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 $21m impairment - stock investment in a private company ๐ค ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1957101923607380095) 2025-08-17T15:27Z [----] followers, [----] engagements "$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 ๐ป๐๐ฅ Trading at $195m now cash level ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1987124971475509345) 2025-11-08T11:48Z [----] followers, [---] engagements "$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 ๐ต๐ซ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฆ Q3 results: Focus on oncology: good p1 ๐ฅฑ data for lymphoma and myeloma ๐ฉธ $159m cash runway to [----] H2 Stock -6% this week amidst market correction Finally trading slightly above cash ๐ต ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ" [X Link](https://x.com/TohJah7809/status/1990093883393663330) 2025-11-16T16:25Z [----] followers, [----] engagements "CONBENFY $BMY $ZLAB ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 TohJahTohJah 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.
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 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 $MRK of course King Keytruda ๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and divided indications to blue ocean or red ocean based on magnitude of improvement. Biggest progress was in melanoma and renal cancer (PD1/CTLA4) https://t.co/0H224jooI8 Great slide (Bluestar Advisors) about progress across different cancers. They looked at OS improvement in 1st line patients and"
X Link 2026-01-22T15:48Z [----] followers, [---] engagements
"$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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ $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 ๐๐ฝ Will add this market colour: Invitae is an $ARKK baby and been crushed by Ark shorts. It will ๐ 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 ๐page ๐ $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 ๐ 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 ๐ Dropping this thread ๐งตfor $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: โ
top-up done final clip $TWST: topping up (core done) $SANA: building small position $IPSC: same as ๐ Last month's buys๐: 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 ๐ top up Have a good weekend๐ป Last month's buys ๐: https://t.co/lo6jAE10dt https://t.co/AMWflFf9gH"
X Link 2022-06-30T15:33Z [----] followers, [--] engagements
"Ark's comms on: $NVTA $PACB ๐๐"
X Link 2022-08-13T14:11Z [----] followers, [--] engagements
"Ark's commentaries on $TWST"
X Link 2022-11-19T04:34Z [----] followers, [--] engagements
"@MacroAlf ๐คฆโ Sun & earth's movements are governed by laws of physics - that's hard science Market movements are not governed by any laws - it's social science Don't conflate the two"
X Link 2022-11-29T06:22Z [----] followers, [--] engagements
"Meituan (3690 HK): credit valuation after Q2 results"
X Link 2023-08-25T12:26Z [----] followers, [---] engagements
"$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 โ
2) Powell: Im done hiking โ
3) Yellen: Im issuing less โ
4) Jobs: printed fewer fake jobs โ
There you go: UST10Y rallied [--] bps ๐๐งจ๐๐ฅ Bio book is proxy bond book: enjoy the rally โ๐ป $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. ๐ค"
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 ๐"
X Link 2024-06-15T09:52Z [----] followers, [---] engagements
"Arks research on one-time cures vs periodic treatments $ARKG $CRSP $VRTX $NTLA ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐"
X Link 2024-11-09T10:19Z [----] followers, [----] engagements
"Just heard you on the podcast ๐ง๐๐ w/ @Skalemba : I enjoyed every minute of the podcast You were very inspiring ๐ซก Your style of leadership of service to others of not giving up in the darkest days of 2020-2021 @CDPROJEKTRED is my fav game developer โ https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw https://open.spotify.com/episode/03Q8V96giMdXxMEyHptJTksi=zAWg2X8rQ1OuYz0bqgeWJw"
X Link 2024-12-16T07:42Z [----] followers, [---] engagements
"Blood cancers ๐ฉธ and antigens Let's learn hematology in 2025๐ฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty Let's learn hematology in 2025๐ฉธ Day 12: diseases and antigens simplified https://t.co/EL3Gm5OPty"
X Link 2025-01-13T00:49Z [----] followers, [----] engagements
"$CRBU Caribou's reverse split event cancelled โ๐ฆ Closing the week strong short squeeze in sympathy with $CRSP ๐ค"
X Link 2025-07-18T16:24Z [----] followers, [----] engagements
"$RLAY Q3 results: p3 doublet breast cancer trial ongoing p1/2 triplet trial ongoing p1/2 vascular malformations trial ongoing $596m cash runway to [----] ๐ต Stock been rallying quietly the past [--] months 2x (despite lack of any catalysts) - used to trade under cash ๐บ๐๐น Will there be any data updates in SABCS next month ๐ค๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/1992147359053365306 https://twitter.com/i/web/status/1992147359053365306"
X Link 2025-11-22T08:25Z [----] followers, [----] engagements
"$RLAY's top๐shareholders: Strange mix of generalists and healthcare funds ๐ฅ SoftBank # 1๐คจ Point72/ SAC is another generalist๐ค(this PM had been holding for some time and been averaging down) Healthcare funds: Commodore Casdin Bellevue Tang Nextech half of top๐owners 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 $XBI ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-12-02T16:03Z [----] followers, [---] engagements
"$RLAY Relay's SABCS [----] data update: ๐๐ Good data top up ๐: 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง 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: ๐ฏ $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 ๐๐
๐ฆ๐ $ZLAB final clip in the morning (HK market) ๐ $FATE final clip at night (my time) ๐ My bio book first XI โฝ is now ๐ฏโ
: 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 $INSM target price levels ๐ฏ"
X Link 2026-01-15T11:12Z [----] followers, [---] engagements
"$INSM big update from Insmed + prelim [----] results: Strong BRINSUPRI launch ๐ฆพ: 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2026-01-17T17:18Z [----] followers, [---] engagements
"$PACB PacBio HiFi Adopted as First-Line Sequencing Approach to Investigate Sudden Unexplained Death in Childhood (SUDC) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2026-01-17T17:21Z [----] followers, [---] engagements
"$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 $ARKG ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2026-01-17T17:27Z [----] followers, [---] engagements
"$PACB PacBio JPM update prelim [----] results: Finally return to growth: Q4 +14% [----] +4%/ flat Carried by Vega the benchtop sequencer ๐ Revio large sequencer sales down ๐คฎ Consumables and services up (I suppose you can attribute them to Revio + SPRQ-Nx chemistry) $280m cash: they don't have that much left. they need to grow fast โ Good start to the year: +20% amidst broad small-cap and bio rally ๐บ๐๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2012580412653273203 https://twitter.com/i/web/status/2012580412653273203"
X Link 2026-01-17T17:38Z [----] followers, [---] engagements
"$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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ PI3K/AKT/mTOR inhibitors improve outcomes in HR+ metastatic breast cancer but success depends on managing predictable early toxicities. ๐ง The practical clinic playbook focuses on four key AEs: ๐ฌ Hyperglycemia ๐ฟ Rash ๐ Stomatitis ๐ง Diarrhea ๐งช 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. ๐ง The practical clinic playbook focuses on four key AEs: ๐ฌ Hyperglycemia ๐ฟ Rash ๐"
X Link 2026-01-31T07:42Z [----] followers, [---] engagements
"Ark's weekly bio commentaries from prior week: $ARKG $MASS $PRME $PSNL ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-11-16T15:55Z [----] followers, [----] engagements
"Know your CAR-T therapy ๐๐ $CRSP $CRBU $IPSC $SANA $FATE ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 $PACB ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR The cost of sequencing a human genome has fallen over [------] fold in nominal terms since [----]. In a new visualization I've added some of the key advances in sequencing during that timeline: https://t.co/SRihcAFUeR"
X Link 2026-01-10T18:46Z [----] followers, [---] engagements
"$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 $BMY Stock +4% in the past week amidst broad bio rally in front of #JPM26 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2010212601708597384 https://twitter.com/i/web/status/2010212601708597384"
X Link 2026-01-11T04:50Z [----] followers, [---] engagements
"$IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐๐ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐บ๐๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2026-01-11T05:10Z [----] followers, [---] engagements
"$IPSC Point72's 5.4% investment in Century (Christmas [----] shopping) ๐๐ 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 ๐๐ Bought after CEO + CSO in Dec [----] Before the big PIPE news for T1D in Jan [----] Stock 3x in the past month ๐บ๐๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://t.co/4ZHQgsNFRw https://x.com/TohJah7809/status/2010217686299812093s=20 $IPSC Point72/ Steven A Cohen (SAC) owns 5.4% of Century as of [----] Dec 23rd in 13G filing ๐๐ Bought after CEO + CSO in Dec [----] Before"
X Link 2026-01-11T05:11Z [----] followers, [---] engagements
"$ZLAB Zai Lab JPM update: Dual-Engine Strat: Western drug gateway to China + CN bio innovation to global markets ๐ 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 ๐ and squeeze started by CEO + CSO double teaming the market ๐บ๐๐๐ 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 ๐ต [----] 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 Stock rocketed past $1 and stayed above the past month or so Epic squeeze and series of events from Dec (see next tweet) ๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2026-01-31T11:03Z [----] followers, [---] engagements
"Story ๐๐: Insider purchases ๐ต Followed by stealth Christmas shopping from Point72 ๐
๐๐ฆ๐ Then big PIPE in Jan ๐๐บ๐๐ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ 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 ๐ https://t.co/OEKc82oysC"
X Link 2026-02-06T17:15Z [----] followers, [---] engagements
"Top hospital brands ๐ SGH ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ Health systems compete globally for talent research funding referrals and patient trust. But which hospital leads on brand value worldwide ๐ฅ 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 ๐ฅ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐๐ฝ๐ 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 ๐พ๐ฅ๐ป๐๐ฅณ๐ฝ๐ฅ๐๐๐ญ๐ฟ๐ฅ๐บโฝโณ๐ต๐ซ๐๐ถ๐๐๐
๐๐๐๐ ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉน๐ฉธ๐๐ท๐ฉบ๐ฅโ Stocks ๐๐ Bonds ๐๐ FX: ๐ต๐ถ๐ท๐ด Commods: ๐ข๐
๐ฅ"
X Link 2026-02-07T16:10Z [----] followers, [---] engagements
"RT @yaireinhorn: ๐จ๐จWOW 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 $CRSP โ๐พ Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB Following over a year of slow uptake Vertex Pharmaceuticals and CRISPR Therapeutics expect Casgevy revenues to nearly triple in [----] as patient access to the sickle cell disease and beta thalassemia gene therapy grows. #genetherapy #pharma #biospace https://t.co/PBMVLwoGOB"
X Link 2026-02-13T18:37Z [----] followers, [---] engagements
"$ABT $EXAS Exact Announces Record Q4 and FY [----] Results Merger w/ Abbott to close in [----] Q2 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2026-02-14T07:20Z [----] followers, [---] engagements
"$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 ๐ซ Good safety decent efficacy โ
P3 initiated for 2L 1L will be initiated in [----] ๐ Comparison of this Oct (AACR) update vs Jun data ๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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% ๐บ๐๐๐ฅณ Stock is valued at $2b now -$0.8b cash = $1.26b/$0.46b = 2.7x current sales cheap Zai Lab is a value trade offering access to China bio market ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2004884306120831079 https://twitter.com/i/web/status/2004884306120831079"
X Link 2025-12-27T11:57Z [----] followers, [---] engagements
"$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 ๐ต [----] 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 ๐
๐๐ Then Point72 topped up right before Christmas ๐ Jan 2026: this news came out what a squeeze ๐บ๐๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ $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 ๐บ๐๐๐๐๐๐ฅ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
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 (๐ช๐ฝ) The FDA (just a little worried on staffing not too worried) His investment style and book Discussion on [--] top names ๐๐พ 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 ๐๐พ 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 $INSM ๐๐ฝ๐ (3/4 of their book ๐คฏ) 2) Q4 earnings/ guidance: should be good like JPM - will market then fade it ๐"
X Link 2026-02-13T13:13Z [----] followers, [---] engagements
"$CRBU Caribou ๐ฆ 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 ๐ฅฑ Stock at $148m cash level ($159m in Q3) Flat so far this year Have not participated in small cap/ shitco/ bio rally. ๐คฆโ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2022570475642032353 https://twitter.com/i/web/status/2022570475642032353"
X Link 2026-02-14T07:15Z [----] followers, [---] engagements
"$TWST Artisan Partners owns 9.5% of Twist a/o [----] Dec [--] in 13G filing ๐๐ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
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) ๐โ Zovegalisib's IND [----] Q4 so +5.2Y = [----] Q4 or [----] Q1 ๐ Stock +9% YTD ๐ฆพ๐บ๐๐ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ $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 ๐๐ 10% ownership: you don't need to file Form [--] (a little more burdensome for =10% outside shareholders) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2026-02-14T07:29Z [----] followers, [---] engagements
"$NVCR $ZLAB FDA Approves Novocures Optune Pax for the Treatment of Locally Advanced Pancreatic Cancer Finally after nearly [--] years something for locally-advanced pancreatic cancer Optune Pax is a wearable medical device that delivers Tumor Treating Fields (TTFields) alternating electric fields that disrupt cancer cell replication to cause cell death providing a new treatment approach for pancreatic tumors Novocure +9% only on the week on this news ๐
๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2022580681952358443 https://twitter.com/i/web/status/2022580681952358443"
X Link 2026-02-14T07:56Z [----] followers, [---] engagements
"$NVCR $ZLAB physics x biology ๐๐ https://x.com/ozdogan_md/status/2022342109030654174s=20 [--] Years Later: A New Hope for Pancreatic Cancer ๐ #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 ๐ #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 ๐ฏ (done) $RLAY sub-$6 ๐ฏ (done) $IDNA not buying $PACB not adding Sana & Blueprint levels arent happening so Im done now โ
My updated shopping wishlist (yes you can mock me): $BPMC sub-$70 $SANA low or sub-$6 $CRBU sub-$4 ๐ฏ $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 ๐ฏ $RLAY sub-$6 (near cash so"
X Link 2024-05-05T12:20Z [----] followers, [----] engagements
"OK bio earnings dump ๐ $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: $250m cash runway to [----] Traded flat for the week pretty much valued at cash now This new boss looks ambitious So you'll be buying the pipeline for free ๐คทโ ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐๐ก๐ฉธ๐"
X Link 2024-05-11T14:10Z [----] followers, [----] engagements
"$CRBU Caribou is going to DC for ACR in Nov ๐ซ๐๐ Pre-clinical data ๐ฆ๐๐ต ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐๐ก๐๐ฉธ"
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 $SANA) current CSO will be advisor (polite way to go) ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐๐ก๐ค๐ฉธ๐"
X Link 2024-10-05T16:15Z [----] followers, [----] engagements
"@CGTNOfficial Known as Deepavali ๐ช here in cant wait to enjoy all the delights"
X Link 2024-10-16T14:13Z [----] followers, [----] engagements
"$CRBU Caribou Q3 results: $281m cash runway to [----] H2 +21% this week on results amidst broad market rally ๐๐ Still trading under cash at $242m ๐ต ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ They're busy over next [--] months w/ blood cancer and autoimmune progs"
X Link 2024-11-09T10:44Z [----] followers, [----] engagements
"$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 ๐ฅ $780m cash ($4.66/share) -13% this week amidst broad market decline Trading deep under cash: market is not convinced that their PI3K inhibitor has any value. ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-03-01T07:31Z [----] followers, [----] engagements
"$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 $152.5m cash fast dwindling -20% early reaction ๐๐ฅ (market is broadly down as well) Clinical data updates look sparse this year - door is open for shorts"
X Link 2025-03-18T15:48Z [----] followers, [----] engagements
"$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 ๐ฅฑ Cash $158.5m runway to [----] Q4 Trading very deeply under cash ($1.83/ share) ๐ต๐ซ Stock +10% this week amidst broad bio rally ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-08-17T15:44Z [----] followers, [----] engagements
"Quick investment profile of $ZLAB (9688 HK) ๐๐ h/t @Biotech2k1 Zai Lab investment thesis: offers access to China oncology market & innovation ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
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 ๐๐ฝ Zai Lab smashed ๐๐ป 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 $PFE's ADC for recurrent or metastatic cervical cancer Approved by the FDA is the US in Apr [----] Now approved in HK Under review in mainland China Zai Lab has exclusive license from Pfizer in Greater China (CN HK TW MO) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/1964253567008854316 https://twitter.com/i/web/status/1964253567008854316"
X Link 2025-09-06T09:05Z [----] followers, [----] engagements
"$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 ๐ฑ๐ต๐ซ 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% ๐ฆพ) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐๐ $VRTX $ZLAB ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-09-27T08:59Z [----] followers, [---] engagements
"$ZLAB Q3 earnings: Double miss + lower guidance ๐คฆโ๐คฆโ [----] 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 ๐ป๐๐ฅ $817m cash trading at $2.65b - this is a cheap stock (China discount) ๐คทโ I'm long and will add in coming months Busy pipeline ๐๐ and they move fast โ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/1987192660441116904 https://twitter.com/i/web/status/1987192660441116904"
X Link 2025-11-08T16:17Z [----] followers, [---] engagements
"News release: https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-third-quarter-2025-financial-results-and https://ir.zailaboratory.com/news-releases/news-release-details/zai-lab-announces-third-quarter-2025-financial-results-and"
X Link 2025-11-08T16:17Z [----] followers, [---] engagements
"$IPSC Century enters the type [--] diabetes race ๐โ๐โ๐จ๐ IND submission planned in [----] ๐ฅฑ Let's duke it out w/ $SANA ๐ข t1d population: 9m globally 2m in the US ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-11-22T07:45Z [----] followers, [----] engagements
"$IPSC Century's Q3 results: Entering t1d race ๐โ๐โ๐จ๐ Autoimmune race: dropping its own CALiPSO-1 programme relying on sponsored trial (by the Germans) $133m cash runway to [----] Q4 Stock +2% this week amidst broad bio rally yesterday Trading deeply under cash: being in NASDAQ's Capital Market tier feels like a graveyard ๐ชฆ - unable to participate in broad bio rallies (I guess many fund mandates avoid Capital Market tier) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-11-22T07:56Z [----] followers, [---] engagements
"$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 ๐๐๐จ Stock's been crushed: -50% in past [--] months Cheap value trade: $1.93b - $0.8b cash = $1.13b 2.5x current sales ($460m) ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ https://twitter.com/i/web/status/2001974988757434552 https://twitter.com/i/web/status/2001974988757434552"
X Link 2025-12-19T11:16Z [----] followers, [---] engagements
"$KYMR Our team came together for a lively aprsski celebration to wrap up another year of teamwork progress and big accomplishments๐ฟโ With curling showdowns DIY snow globes and wellearned toasts the night was filled with winterwonderland fun.๐ฅ 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 accomplishments๐ฟโ With curling showdowns DIY snow globes and wellearned toasts the night was filled with winterwonderland fun.๐ฅ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 $AZN ๐ฅ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will help researchers including founding participants https://t.co/nwaxk8QLdw [--] billion cells. One atlas. Today Illumina introduces the Billion Cell Atlas creating the most comprehensive map of human disease biology and unlocking unparalleled speed and scale in AI for drug discovery. The Atlas will"
X Link 2026-01-14T13:25Z [----] followers, [---] engagements
"$ILMN ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ $SNY $REGN ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ $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: ๐ 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 ๐ฆCaribou's JPM updates: Joins autoimmune race ๐๐โ๐จ 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 ($2.75/ share) -12% this week while market is flat ๐ฅผ๐ฌ๐งซ๐ฆ ๐งช๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-03-15T08:49Z [----] followers, [---] engagements
"$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 $74.7m 80/ share very deeply under cash - market is betting against Rachel that this company will go under Share price -7% for the month down small ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-05-02T08:55Z [----] followers, [----] engagements
"$CRBU ๐ฆ 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 $2.27/ share -14% this week ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-05-10T07:57Z [----] followers, [----] engagements
"$CRBU Caribou Q2 results last week: This co is ๐ฏ% 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 $21m impairment - stock investment in a private company ๐ค ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-08-17T15:27Z [----] followers, [----] engagements
"$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 ๐ป๐๐ฅ Trading at $195m now cash level ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-11-08T11:48Z [----] followers, [---] engagements
"$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 ๐ต๐ซ ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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 ๐ฆ Q3 results: Focus on oncology: good p1 ๐ฅฑ data for lymphoma and myeloma ๐ฉธ $159m cash runway to [----] H2 Stock -6% this week amidst market correction Finally trading slightly above cash ๐ต ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ"
X Link 2025-11-16T16:25Z [----] followers, [----] engagements
"CONBENFY $BMY $ZLAB ๐ฅผ๐ฌ๐งซ๐งช๐ฆ ๐งฌ๐ป๐ง๐ฌ๐ค๐ก๐๐ฉธ๐ฉน๐๐ท๐ฉบ๐ฅโ 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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